Id,IsDeleted,MasterRecordId,CaseNumber,ContactId,AccountId,SourceId,SuppliedName,SuppliedEmail,SuppliedPhone,SuppliedCompany,Type,RecordTypeId,Status,Reason,Origin,Language,Subject,Priority,Description,IsClosed,ClosedDate,HasCommentsUnreadByOwner,HasSelfServiceComments,OwnerId,CreatedDate,CreatedById,LastModifiedDate,LastModifiedById,SystemModstamp,ContactPhone,ContactMobile,ContactEmail,ContactFax,Comments,LastViewedDate,LastReferencedDate,Age__c,Company_Address_City__c,Company_Address_Postal_Code__c,Company_Address_Province__c,Company_Address_Street__c,Company_Name__c,Competitor_Formula__c,Competitor__c,Effective_Date__c,End_Client_Name__c,Execution_Dollars__c,Execution_pct__c,Existing_EB_Client__c,Lost__c,My_LOB__c,Other_Competitor__c,Owner_Email__c,Owner_First_Name__c,Owner_Last_Name__c,Owner_Phone__c,Owner__c,Premium__c,Previous_Carrier__c,Related_Campaign__c,Required_Premium__c,SIC_Code__c,Tool_Solutions_Used__c,Total_Activity__c,Total_End_Client_Activity__c,Won__c,num_Employees__c,My_Team__c,Age_in_Days__c
5000A000000c62zQAA,False,,00013232,003G000001B6XqsIAF,001G000000urN36IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#298608 - June 2017 - Ex-Gratia Request,Medium,"Id#2 - Accidental Dental claim, whereby Ortho is not covered.  Ex-gratia request in the amount of $7,000 - Declined twice and approved by Claude Gatin. Mg.",True,2017-06-27T15:05:39.000+0000,False,False,005G0000002gxymIAA,2017-06-27T15:05:35.000+0000,005G0000002gxymIAA,2026-03-24T18:36:12.000+0000,005OH00000EUxXHYA1,2026-03-24T18:36:12.000+0000,(613) 599-6100 x 225,(613) 408-1000,rgrecco@bairdbenefitsplus.com,,,,,,,,,,,,,,,0.0,,0011600001ssHtjAAE,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3201.0
5000A000000c64CQAQ,False,,00013233,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#401616 - June 2017 - Ex-Gratia Request,Medium,"Id# 19 - Drug prescription purchased 2 weeks prior to the group becoming effective.  Plan member order drug on Oct 19th by phone, picked it up Nov 5th (group effective Nov 1st).  PM thought the date used would be Nov 5th - the date she picked it up.  Amount is $133.38 - cut back to $130.34 due to drug limitations. Mg.",True,2017-06-27T15:31:09.000+0000,False,False,005G0000002gxymIAA,2017-06-27T15:31:04.000+0000,005G0000002gxymIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001zzapJAAQ,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3201.0
5000A000000c65yQAA,False,,00013234,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#276226 - June 2017 - Head Office Exception - Late Applicant,Medium,"Id#18 applied for HC and DC as a late applicant and was declined due to height and weight relationship.  An exception was requested by Gavin to have this decision overturned.  This was approved by Sabrina Muzyka, effective July 1st, 2017. Mg.",True,2017-06-27T16:00:47.000+0000,False,False,005G0000002gxymIAA,2017-06-27T16:00:43.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlnsAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3201.0
5000A000000c8GFQAY,False,,00013252,0031600002HOSY4AAP,001G000001kmkfBIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#298697 - June 2017 - Underwriting Exception,Medium,"Request to backdate to January 1st, 2017 - increase the paramedical coverage to $500 for the executive class only.  Approved by Shibani Oberoi. Mg.",True,2017-06-30T16:14:35.000+0000,False,False,005G0000002gxymIAA,2017-06-30T16:14:32.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 224-1455,,jricher@ona.ca,(613) 224-4801,,,,,,,,,,,,,,0.0,,0011600001sFH8RAAW,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3198.0
5000A000000c8GUQAY,False,,00013253,003G000001B4waiIAB,001G000000urMF8IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Employee Termination Issue,Medium,"The plan admin had emailed me requesting to remove an employee from the benefit plan as she would like to opt out of the plan. I went through the steps and the employee was removed (I explained that the employee would have to apply with medical evidence if she wanted to be added back on).

The employee's spouse lost his benefit coverage through work and she wanted to add health and dental benefits to this plan. This is when we discovered that the employee had wanted to waive health and dental coverage and not opt out of the plan completely. 

I was able to receive an exception to get the employee added back on to the effective date of February 2017 (when the employee was terminated) if they agreed to pay back premiums.

The advisor/employee feel it is not fair to ask the employee to pay back premiums for the plan admins mistake. I have reached out to head office to see if we can treat this employee as a new employee (they understand the pre-ex clause will now apply for disability).

I am waiting on the response from HO.

Jenny - with the assistance of H/O we have been given approval for the employee to waive health and dental coverage (with a group benefits change form) indicating waiving health and dental due to spousal coverage from February to June.  Another change form was completed adding Family Health and Dental as of July billing period.  
Emailed advisor and sent preview billing to show what the client can see what the back premiums will be.  
Advisor is happy.",True,2017-07-13T19:56:28.000+0000,False,False,00516000006l6nrAAA,2017-06-30T16:17:44.000+0000,00516000006Uq1BAAS,2026-01-07T00:29:52.000+0000,0050A000001rl3wQAA,2026-01-07T00:29:52.000+0000,(306) 789-3744,(306) 581-3400,jeff@mrefinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUbmJAAS,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3198.0
5000A000000c8GeQAI,False,,00013254,003G000001B40XJIAZ,001G000000vl4tLIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Waiving the waiting period mistake,Medium,"The advisor reached out to me regarding the clients latest billing statement. When they added their most recent employee the intent was to have a 3 month waiting period but it looks like they waived the waiting period and applied the back premium to the employees hire date.

This is not what the client wanted and they are asking for the waiting period to be applied.

HO has requested a copy of the application form to verify and then they have agreed to apply the waiting period and credit the client on the next billing statement. 

I have reached out to Pam Palmer (advisors assistant) to get me a copy of the application.",False,,False,False,00516000006Uq1BAAS,2017-06-30T16:22:32.000+0000,00516000006Uq1BAAS,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(306) 693-3088,,joe.moffatt@sunlife.com,(306) 693-3037,,,,,,,,,,,,,,0.0,,0011600001lUcGQAA0,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3198.0
5000A000000c9yXQAQ,False,,00013255,003G000001b4OKJIA2,001G000000urMrBIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Saskatchewan provincial tax.,Medium,"Question was regarding if the tax was applicable based on residency or where the insurance was purchased.

Found recent Saskatchewan tax document, explaining how tax is applied, and forwarded with a summary.",True,2017-07-04T14:34:10.000+0000,False,False,005G0000002gy2wIAA,2017-07-04T14:29:06.000+0000,005G0000002gy2wIAA,2025-12-05T19:19:21.000+0000,00516000007Qeg2AAC,2025-12-05T19:19:21.000+0000,(905)475-0122,(647) 919-2129,jun.chen@pinnaclereliance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,3194.0
5000A000000c9ymQAA,False,,00013256,003G0000018f7IsIAI,001G000000urMvxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,CSV showing on system decreasing between anniversaries,Low,"Replied with some common possibilities of how this could happen, and referred to Ind Client Service WEPG for specific detail.",True,2017-07-04T14:32:34.000+0000,False,False,005G0000002gy2wIAA,2017-07-04T14:32:12.000+0000,005G0000002gy2wIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(905)363-5800X150,,john@maia.team,(905)363-7771,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,3194.0
5000A000000cA8wQAE,False,,00013257,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Ex-Gratia,Medium,registered therapeutic counselor claims,False,,False,False,00516000007PWrfAAG,2017-07-04T17:51:03.000+0000,00516000007PWrfAAG,2026-03-03T19:08:51.000+0000,005OH000002iJPDYA2,2026-03-03T19:08:51.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,0011600001lUiDdAAK,0.0,False,,,,,,00516000007PWrfAAG,,,,,,,0.0,0.0,0.0,,False,3194.0
5000A000000cAE1QAM,False,,00013258,003G0000018f7UtIAI,001G000000urN2vIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,July 4/17-One-time Prior Authorization treatment,Medium,"Hi J,

Please go ahead allow the next treatment only until the paperwork is submitted.

Thanks



CG
Hi C,
Hope you had a great Canada Day!  It rained in Ottawa…

I have spoken with JD concerning grandfathering Remicade for 1 member’s spouse on a new group.

This is group of 8 members, the advisors 1st with us and they have just started on June 1st.
We were aware of the situation, as the spouse was approved through their previous carrier Empire.  
Our paperwork for Prior Authorization was not given to the member and now the spouse is stranded as her next treatment in on Thursday, July 6.

Let me know what is needed to considered.",True,2017-07-04T19:09:50.000+0000,False,False,005G0000002gy4AIAQ,2017-07-04T19:09:46.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)360-3865,(613) 360-3865,lemmell@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,00116000022DYcsAAG,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3194.0
5000A000000cAlyQAE,False,,00013275,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#294736 - July 2017 - Open Enrollment,Medium,"Open Enrollment approved for July 1st, 2017 - 4 employees",True,2017-07-05T15:22:50.000+0000,False,False,005G0000002gxymIAA,2017-07-05T15:22:46.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kGci2IAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3193.0
5000A000000cAqyQAE,False,,00013276,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Employee effective date issue,Medium,"This issue was initially with former service specialist that an employee was add on with waiting period however they had wished to waive the waiting period.  

corrected and added on as requested.  Emailed advisor to let him know that this was completed.",True,2017-07-05T17:16:40.000+0000,False,False,00516000006l6nrAAA,2017-07-05T17:16:30.000+0000,00516000006l6nrAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,0011600001lUbmmAAC,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3193.0
5000A000000cB3EQAU,False,,00013309,003G0000018f7qyIAA,001G000000urN6HIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Employee with incorrect premiums for Healthcare,Medium,"The client noticed that an employee was paying a different amount  for Family Healthcare premiums than anyone else.

This started with the client emailing the advisor directly as they were frustrated with not being able to connect with the admin team in that office.  

This is currently with a number of head office partners trying to figure out what exactly happened and trying to have this corrected.  This appears to truly by a system glitch error.

this is NOT an easy or simple correction.

Have emailed the advisor and his assistant.

July 5 - emailed the advisor directly and asked said him to call me so that we can discuss this matter and confirmed that this would be corrected and the client would receive credit back for the over charge.
 - Called as a follow up to the advisor at his office, spoke to his assistant Char and she mentioned he was on holidays this week.  She sent him a text asking for him to give me a call regarding this matter.

Spoke to Don regarding this issue got his insight into the matter and provided him with an update of all that was going on so he was fully aware of the situation from the GWL area.

This has since been resolved with the help of many head office partners.  The client  was called as Don ask that I do and I apologized for any issues and concerns and that answered questions regarding the issue and that they would not be charged for the error we had caused, they would see no arrears being charged to them.",True,2017-07-13T22:05:07.000+0000,False,False,00516000006l6nrAAA,2017-07-05T22:08:44.000+0000,00516000006l6nrAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(306)934-6011,(306) 222-7538,dbristow@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmcyAAC,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3193.0
5000A000000cCSjQAM,False,,00013358,0031600002DQeT9AAL,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Child with Leukemia - Questions on Coverage,Medium,"Advisor notified of medical situation of child and inquired on coverage available under the plan to help.  Discussed Medical travel in Canada and EAP and Best Doctors.  We were unsure if the Ronald McDonald's House is covered under the plan.  GCCS recommended pre-authorization.

- Received an email from Chris Schilke (GCCS) on July 10 confirming that GWL will cover RMH (Ronald McDonald House) and would qualify under ""Housing"" under the Medical Travel Benefit.  As long as the claim itself meets eligibility requirements for medical travel which is 1000 km's round trip.  Relayed the information to the advisor the same day.  Ronald McDonald's House charges $12 per night/per family for lodging.  Receipts should be attached to a regular Healthcare form and the claim form should also have the following information:  

Name of patient
Nature of the medical condition
Nature of treatment provided
Confirmation that a physician referral was made
For companion expenses - a physician's written recommendation for companion.",False,,False,False,00516000007PWrfAAG,2017-07-07T20:22:05.000+0000,00516000007PWrfAAG,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(250) 847-2883,,renee@pebplans.com,(250) 847-0280,,,,,,,,,,,,,,0.0,,0011600001lUiCsAAK,0.0,False,,,,,,00516000007PWrfAAG,,,,,,,0.0,0.0,0.0,,False,3191.0
5000A000000cCUQQA2,False,,00013359,0031600002bWAvMAAW,001G000000urMqcIAE,,,,,,Life,,Closed,Product Question,In Person,,Combination Legacy Policy,High,"Joint field work with Beth H. in completing an NBN for $140.00 monthly premium on a life application with a term rider.
Completed and coached Beth with the documentation required to complete for submission to H.O.",True,2017-07-07T21:38:06.000+0000,False,False,00516000006lhhfAAA,2017-07-07T21:36:08.000+0000,00516000006lhhfAAA,2017-07-08T05:49:28.000+0000,005G0000002h3jmIAA,2018-10-05T23:36:40.000+0000,(416)884-5543,(416) 884-5543,beth.higginson@freedom55financial.com,,,,,,,,,,,Empire Life,Empire Life,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,1.0,0.0,0.0,,False,3191.0
5000A000000cDkyQAE,False,,00013392,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#299051 - July 2017 - Payment Exception,Medium,"Client submitted a large amendment that would greatly reduce the monthly premium.  Before the amendment could be processed, there was a PAD withdrawal that was $3776.22 overpaid.  Charito has granted an exception to have this refunded to the client via cheque. Mg.",True,2017-07-10T17:53:22.000+0000,False,False,005G0000002gxymIAA,2017-07-10T17:53:17.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001vfNSOAA2,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3188.0
5000A000000cEerQAE,False,,00013409,0030A000001Xj1XQAS,001G000000urMqcIAE,,,,,,Life,,In Progress,,Phone,,Omar Hernandez,Medium,Did a Psfy and Navi Plan with the prospect. He came in looking for Health & Dental Insurance for his mom and sister. We did the whole presentation with Julian Macaraeg and found gap on what is important to him.,False,,False,False,00516000006lhhfAAA,2017-07-11T22:57:44.000+0000,00516000006lhhfAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(905) 276-1177 ext 620,,julian.macaraeg@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3187.0
5000A000000cEfQQAU,False,,00013411,0031600002YzYKAAA3,001G000000urMqcIAE,,,,,,,,In Progress,,In Person,,Cascading Life Insurance Proposal to a prospect in Scarborough,High,Discussion on a client meeting for cascading insurance probability on a client in Scarborough for this coming Friday JFW. Will confirm the appointment by Thursday and obtain the pertinent documents to position the meeting and the strategy.,False,,False,False,00516000006lhhfAAA,2017-07-11T23:19:13.000+0000,00516000006lhhfAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,905	276-1177,,beverley.henry@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3187.0
5000A000000cFv0QAE,False,,00013459,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#289689 - July 2017 - Head Office Exception beyond 4 month rule,Medium,"Terminating the following employees beyond 4 months:
Id#33 - Jan 18th, 2017
Id#41 - Jan 5th, 2017
Id#24 - Oct 14th, 2016
Resulted in a premium credit of $9706.50 on August bill",True,2017-07-13T16:52:33.000+0000,False,False,005G0000002gxymIAA,2017-07-13T16:52:28.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,001G000000xQcajIAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3185.0
5000A000000cG9bQAE,False,,00013460,003G000001GJ8DpIAL,001G000000vlsZeIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Client - employee dispute,Medium,"This is a rather complex case where the policy is set up with 35 hours per week to be eligible however one of the classes has EA's at the school that can work less than this.  This was not noticed until a recent LTD claim that was declined as the employee did not meet eligibility requirements.

The employee quite upset contacted a lawyer as she had been paying for premiums thinking she was eligible.   The advisor stepped in and we are looking at 
 1 - amending the policy to add a new class with EA's so that they will be eligible for coverage with lower minimum number of hours per week
2 - seek a one time exception for this employee to reimburse back premiums to help the client 

Working with Many nations - Barb and I working on amending the policy to add this new class and indicate whom should be in this new class

Gail and I working on the one time exception

This was approved for the one time exception that the employees pooled benefits.  (Life, AD&D, Disability) premiums would be reimbursed, however the client had been using the Health plan and we could not offer these premiums reimbursed.   Emailed the advisor to confirm this and she is very understanding with the exception that we can provide.",False,,False,False,00516000006l6nrAAA,2017-07-13T20:20:42.000+0000,00516000006l6nrAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(306) 956-4669,,,(306) 956-4664,,,,,,,,,,,,,,0.0,,0011600001lUnJPAA0,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3185.0
5000A000000cGBhQAM,False,,00013461,003G000001EGDVmIAP,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Employee LTD issue,Medium,"While following up on former service specialist outstanding items found that there is an employee currently waiting for LTD approval.  There was an issue involving that the case manager needed answered before she could investigate the pre-ex.

It was found out that the client has an internal 90 WORKING day waiting period while for group benefits there is a 90 calendar day waiting period.  This was causing issues holding up an LTD claim.  The case manager needed to know what the effective date of coverage actually was as the indicated start date and a telephone conversation with the PA was causing great confusion.

Called and talked to Lynn at the advisor's office, she wasn't aware of the situation. however in conversation she said that the 90 working days is a board decision.  Due to the nature of the business a lot of new hires to not end of staying.  Thus they do not consider employees to be permanent and full time until after they have worked 90 days.  At this point the employee is made permanent and if working the min number of hours in order to be eligible for the policy, they are added on.  

The employee in this particular case was added on by the PA with the waiting period waived.  Sent this information to the case manager and this was exactly what was needed to start the pre-ex investigation so no further information needed.

Will discuss with Lynn that the PA must indicated on applications and on Groupnet the date the employee becomes permanent hire and have the benefits waiting period either waive or start 3 months from this point.  Not indicating the date of initial hire as they are temporary and could cause issues down the line with future disability cases.  

Another option could be to amend the plan to have no waiting period.  If the company wants employee to be effective as soon as they are hired on as permanent and full time.",False,,False,False,00516000006l6nrAAA,2017-07-13T21:37:44.000+0000,00516000006l6nrAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,,(306) 359-1044,none@none.net,,,,,,,,,,,,,,,0.0,,0011600001lUbnQAAS,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3185.0
5000A000000cGCVQA2,False,,00013462,003G0000018f7pfIAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for exception to add owner,Medium,"Currently seeking one time exception for the owner whom didn't fully understand that he needed to be added onto the policy and once it was confirmed there was urgency to have him added as a one time exception without having to go through medical.  This was an understanding on the owner's part and working on correcting it with the advisor.

July 17 - received approval from HO to add owner into all employees class.  The owner will be added with letter and application form.  Will be added as of 'current date'  

July 17 - called and left message with advisor on the good news.",True,2017-07-17T20:58:47.000+0000,False,False,00516000006l6nrAAA,2017-07-13T21:56:26.000+0000,00516000006l6nrAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(306) 586-3338,(306) 539-6414,jimgwl@accesscomm.ca,,,,,,,,,,,,,,,0.0,,0011600001lUnMyAAK,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3185.0
5000A000000cGDsQAM,False,,00013463,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Billing issue,Medium,"Contacted by advisor to ask for my assistance now that Crystal is no longer with GWL.  Sent me documentation regarding issue the client is having.  They hired a payroll company and somewhere along the line, what was being paid to GWL did not match what was being billed to the client.  This was a long standing issue dating back to 2015, however it wasn't noticed as the payments were just slightly off that it didn't affect anything.  However the client ended up on claims suspension as a month of premiums was not paid and then no catch up payments were made.  

In addition an employee had left but never terminated.  Was successful in having him terminated back to Feb. with 4 month or premiums credited back to the client.  this helps with some of the outstanding amount owed.

Sent the advisor a breakdown of what was being paid to GWL, what the premiums were and then highlighted where the and amount outstanding each month that was not paid.

This is now with the advisor and the client to discuss.",False,,False,False,00516000006l6nrAAA,2017-07-13T22:16:46.000+0000,00516000006l6nrAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,0011600001lUbmiAAC,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3185.0
5000A000000cGriQAE,False,,00013464,0030A0000029ZxzQAE,001G000000urN1kIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,One-Time Exception - Addition of dependent spouse benefits for coordination of benefits ID9,Medium,"Was sent an EE change form on July 12 to add health and dental for spouse that was previously waived due to having alternate coverage. This was for the Owner of the company. Typically, underwriting and dental restriction would be applicable as they did not have a loss of spousal coverage and wanted to add it to coordinate. Advisor asked us for a one-time exception favor as he had told the Owner that they can add them back on anytime back at inception and did not realize we had a different policy than the other insurer he is used to working with.
The wife has coverage but is planning on leaving her employer once pregnant and has baby so they want this in place now.
Head Office granted the exception on July 13th and the change was processed on July 14th. I sent confirmation to the advisor.",True,2017-07-14T20:28:39.000+0000,False,False,005G0000002gyDHIAY,2017-07-14T20:28:29.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604)514-3347,,info@schmidtandfunk.com,(604)514-3319,,,,,,,,,,,,,,0.0,,0011600001ynYBSAA2,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3184.0
5000A000000cGteQAE,False,,00013465,0031600002bWAvMAAW,001G000000urMqcIAE,,,,,,,,In Progress,,In Person,,Group Life Convesion,High,Quote for a $320 monthly premium on a life insurance par for Mr. Marchindar and $131 monthly premium on a joint mortgage life insurance. There is also a possibility of a $270 monthly premium on his spouse life par application.,False,,False,False,00516000006lhhfAAA,2017-07-14T21:02:50.000+0000,00516000006lhhfAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(416)884-5543,(416) 884-5543,beth.higginson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3184.0
5000A000000cIJxQAM,False,,00013466,0031600002B82BYAAZ,0011600001lUnISAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Request to back date termination,Medium,"received a call from the owner of the policy.  He had recently noticed that an employee was still listed as active and shouldn't be.  

Was agreed as one time exception to terminate back 4 months.",True,2017-07-17T19:44:31.000+0000,False,False,00516000006l6nrAAA,2017-07-17T19:44:25.000+0000,00516000006l6nrAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(306)955-6133,(306) 717-2727,,,,,,,,,,,,,,,,0.0,,0011600001lUnISAA0,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3181.0
5000A000000cIisQAE,False,,00013483,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#214554 - July 2017 - Underwriting Exception - Contract EEs,Medium,Approval to add Contract EEs class for two employees - no disability - Shibani Oberoi,True,2017-07-18T12:37:39.000+0000,False,False,005G0000002gxymIAA,2017-07-18T12:37:34.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlp1AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3180.0
5000A000000cJ4tQAE,False,,00013500,003G0000018f7QOIAY,001G000000urMyIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of life insurance,Medium,,True,2017-07-18T20:44:19.000+0000,False,False,005G0000002heHMIAY,2017-07-18T20:44:19.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(403)863-1613,(403) 863-1613,dane@clearpeak.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3180.0
5000A000000cJ5rQAE,False,,00013501,0030A0000029ZmDQAU,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,STD Claim - Re-Adjudication and Minimum Hour Issue,Medium,"EE 14 filed an STD claim in early June 2017. On June 15th EE was provided a letter stating that he was an average of 1.3 hours short per week to be eligible for the policy and therefore would not receive STD benefits. 

Advisor contacted us to ask for reconsideration of the claim as they only checked the last 6 month period to confirm the hours worked, and if they review the last 12-24 months they would see he met the hours. As this is a roofing company, the overly wet year last fall/spring this year meant less work for the employees - which has now picked back up. It was an abnormal period for them and doesn't reflected the normal average hours per week. 

We decided it would be best to reduce the hours on the policy level instead as there may be issues with others going forward due to the wetter than normal seasons.

July 18th - the amendment was completed on system and I have requested re-adjudication of the plan members claim and sent the updated booklet/ contract to he advisor.",True,2017-07-18T21:33:31.000+0000,False,False,005G0000002gyDHIAY,2017-07-18T21:33:25.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(416)733-4722,(416) 822-3541,geoff.tomlinson@ig.ca,(416)733-4722,,,,,,,,,,,,,,0.0,,0011600001wKcmTAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3180.0
5000A000000cJ66QAE,False,,00013502,0030A000001Xj1XQAS,001G000000urMqcIAE,,,,,,Life,,Resolved,,In Person,,Camille Arenos,High,JFW first meeting for Julian Macaraeg for his prospect Camille Arenos (dental hygienist) . Did a psfy and fact finding and did the referral process presentation as well.,False,,False,False,00516000006lhhfAAA,2017-07-18T21:45:29.000+0000,00516000006lhhfAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(905) 276-1177 ext 620,,julian.macaraeg@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3180.0
5000A000000cJT6QAM,False,,00013503,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#297832 - July 2017 - Underwriting Exceptions,Medium,"Amendment effective Aug 1st, 2017 - Non standard LTD formula; re-price off renewal; psychologist & social worker at $800 max; Life benefit to age 75",True,2017-07-19T13:05:17.000+0000,False,False,005G0000002gxymIAA,2017-07-19T13:05:13.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001rtilfAAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3179.0
5000A000000cJaGQAU,False,,00013504,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,,True,2017-07-19T15:30:30.000+0000,False,False,005G0000002heHMIAY,2017-07-19T15:30:30.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3179.0
5000A000000cJhqQAE,False,,00013505,0031600002Ck7tvAAB,0011600001m3BlfAAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-Gratia for breathing apparatus alternative to CPAP,Medium,Sent request to M&DS July 18/17.  Ex-gratia approved and processed July 21/17.  Please see file for details.,True,2017-07-21T17:05:54.000+0000,False,False,005G0000004e3wfIAA,2017-07-19T17:56:25.000+0000,005G0000004e3wfIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(250) 485-7375,,amsventures@telus.net,,,,,,,,,,,,,,,0.0,,0011600001lUmCfAAK,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3179.0
5000A000000cJiKQAU,False,,00013506,0031600002LW8knAAD,0011600001sltESAAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Open Enrollment,Medium,Approved effective July 1/17.  2 EEs will be added.  Please see file for details.,True,2017-07-21T17:07:01.000+0000,False,False,005G0000004e3wfIAA,2017-07-19T17:58:46.000+0000,005G0000004e3wfIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(250) 371-2900,,,,,,,,,,,,,,,,,0.0,,0011600001sltESAAY,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3179.0
5000A000000cJjSQAU,False,,00013507,003G0000018f7VPIAY,001G000000urN1nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Pending Life Claim 232 DIV 3,Medium,"Sept 8th: Received life claim cheaue and have notified Brien so he can deliver to the beneficiary.

August 22, 2017: Brien met with beneficiary. Pending forms.

July 14, 2017 - Received notification from Brien Armstrong that this EE has passed away on June 30, 2017. Brien is working closely with the beneficiary and plan admin and will provide me with the forms when ready.",True,2017-09-08T16:00:46.000+0000,False,False,005G0000002gyDHIAY,2017-07-19T18:24:59.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 510-2709,(604) 657-5034,brien@vanfraser.ca,,,,,,,,,,,,,,,0.0,,0011600001lUj0lAAC,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3179.0
5000A000000cJk6QAE,False,,00013508,0031600002B8ZEyAAN,001G000000urN1mIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,STD Claim - ID8 - Salary Change Jan 2017 - Can we use new salary for claim,Medium,"Jul 21, 2017: Claim was approved and we are using the updated salary from January as a one time exception due to new plan administrator and updating of salaries for ALL plan members.

July 18 2017: Received salary updated for the whole group from new plan admin. The claimant is affected by the change as his salary should have been updated in January, but there was a gap in plan administration and it was missed. I have sent to Selectpac Member Admin and London DMSO for processing and consideration. Hoping we can charge back premiums for the difference and honor updated salary on the claim.

July 12 2017: Received EE stmt of claim and forwarded to DMSO.

July 11 2017: Received ER stmt of claim and forwarded to DMSO",True,2017-08-15T15:08:45.000+0000,False,False,005G0000002gyDHIAY,2017-07-19T18:31:36.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 574-9195,,jlandry@tagf.com,(604) 574-1850,,,,,,,,,,,,,,0.0,,0011600001pM9fHAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3179.0
5000A000000cJmHQAU,False,,00013509,003G0000018f7WIIAY,001G000000urN1SIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Claim - ID3,Medium,"July 25th - Received Life Claim Cheque for beneficiary and have sent to advisor for delivery.

July 19 2017 - received SS cards for spouse and depdendent child. Spoke with advisor and advisor assistant and confirmed they would like the package sent to their office for personal delivery. Have given the SS Letter, benefit cards, supply of claim forms to Latika to send over. Sent follow up email to Josephine to inquire on life claim cheque status.

July 12 2017 - sent in originals with signatures for re-processing to Josephines attention.

July 11 2017 - There were signatures missing from Life claim form. 

July 5, 2017 - Sent PDF of Life claim to Josphine for processing.

June 28th, 2017 - Received notice that EE passed away from Cheryl McGee at Chartwell. EE passed away June 14th 2017. The spouse is the beneficiary and survivor benefits will be applicable for his spouse and dependent child.",True,2017-07-25T17:53:58.000+0000,False,False,005G0000002gyDHIAY,2017-07-19T19:32:44.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604)596-7188,(604) 716-6461,steve@creststonewealth.com,(604)596-8777,,,,,,,,,,,,,,0.0,,0011600001sEsCPAA0,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3179.0
5000A000000cJsFQAU,False,,00013510,0030A000001Xj1XQAS,001G000000urMqcIAE,,,,,,Life,,Closed - Responded,,In Person,,Life & CI Policies on Renz Ilano,High,Needs analysis and goals exploration resulted to a proposal of a life legacy and term CI and will be continuously adjusted as life situation dictates.,True,2017-07-19T23:59:26.000+0000,False,False,00516000006lhhfAAA,2017-07-19T23:58:24.000+0000,00516000006lhhfAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(905) 276-1177 ext 620,,julian.macaraeg@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3179.0
5000A000000cJtwQAE,False,,00013511,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Income splitting,Medium,,True,2017-07-20T01:24:03.000+0000,False,False,005G0000002heHMIAY,2017-07-20T01:24:03.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3179.0
5000A000000cKAYQA2,False,,00013512,003G0000018f79BIAQ,001G000000urMs9IAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,End Client Question,Phone,,Review of portfolio,Medium,Client not satisfied with portfolio. Are changes warranted,False,,False,False,00516000006lqy2AAA,2017-07-20T12:32:41.000+0000,00516000006lqy2AAA,2026-01-05T14:00:53.000+0000,005G0000002gxxjIAA,2026-01-05T14:00:53.000+0000,(514)347-7209,(514) 347-7209,elithaki@eksfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lqy2AAA,,,,,,Analysis Document,2.0,0.0,0.0,,False,3178.0
5000A000000cKC5QAM,False,,00013513,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#281533 - July 2017 - Underwriting Exception,Medium,Id#7 reduced her hours in March 2017 and the client did not inform GWL.  This employee is now submitting a disability claim.  We have received approval to reduce the minimum number of hours to 18 back to March 2017 to ensure that this employee is eligible for the disability claim - approved by Shibani Oberoi,True,2017-07-20T12:54:53.000+0000,False,False,005G0000002gxymIAA,2017-07-20T12:54:49.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlplAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3178.0
5000A000000cLEgQAM,False,,00013546,003G000001C3ZGmIAN,001G000000wjNrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"May 1, 2017 Amendment Rates coded incorrectly - Corrected July 21, 2017 on system",Medium,"July 21st, 2017: Connected with the advisor and the plan administrator to confirm completion of the changes and sent an email with the preview invoice included.

July 21, 2017 - received HO confirmation that the correction has been processed. I created a preview invoice for august and a credit will be issued in the amount of $824.97 once the final statement is completed. I sent the advisor an email confirming the correction and included the invoice. Have left him a message to give me a call back to confirm completion.

July 6 - I connected with mike to confirm that we located the discrepancy (amendment rates submitted to HO did not match client spreadsheet) and that we would process the correction and issue credit on the August invoice. The correction would be retroactive to May 1, 2017. Leah W sent up info to head office to process correction.

June 29th - Email received from advisor re discrepancy between proposed renewal amendment rates and billed rates.",True,2017-07-21T21:47:40.000+0000,False,False,005G0000002gyDHIAY,2017-07-21T21:36:59.000+0000,005G0000002gyDHIAY,2017-07-21T21:47:40.000+0000,005G0000002gyDHIAY,2018-10-05T23:36:40.000+0000,(250) 388-4234,,mike.kalinka@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001tj4OYAAY,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3177.0
5000A000000cLFyQAM,False,,00013547,003G0000029n0RIIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Tax and estate planning,Medium,Saskatoon real estate investors,True,2017-07-21T22:40:59.000+0000,False,False,005G0000002heHMIAY,2017-07-21T22:40:59.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(403) 261-4690 x423,(403) 973-0769,craig.brown@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3177.0
5000A000000cMb2QAE,False,,00013580,0031600002SyyTgAAJ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,July 21/17-Severance Request,Medium,"July 18/18-Severance request- Please extend benefits as below approved: 
 
ID # 54  Kenneth Jennings –                        Life, AD&D, HC/DC                          
July 14, 2018  -   August 13, 2018
____________________
July 17/18-Severance request- Please extend benefits as below: 

ID #  xx  MN	LTD/Life/HC/DC July 24/2017	  to   July  31/2018",True,2017-07-24T17:49:31.000+0000,False,False,005G0000002gy4AIAQ,2017-07-24T17:49:26.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)727-1235,(613) 854-9009,bbell@millarcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001lUc5qAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3174.0
5000A000000cMksQAE,False,,00013581,0030A0000029WR5QAM,001G000000vkwnjIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Phone,,Request to reimburse STD premiums paid during lay-off,Medium,"This client has been with us since July 1, 2005.

Recently, they have had a change in decision-maker, plan admin and advisor servicing the group. 

It has come to light that they have spent many years paying STD premiums for employees during seasonal lay-off when they would not have been eligible to make a claim, despite the employer’s desire to extend benefits during lay-offs.

The client had not been informing GWL of the lay-offs so we’d have no way of knowing when to suspend STD premiums.

Per the attached letter, this client is requesting a refund of STD premiums paid during times when claims would not have been eligible.",False,,False,False,005G0000002gyGzIAI,2017-07-24T23:34:11.000+0000,005G0000002gyGzIAI,2025-01-27T15:26:53.000+0000,0055o0000019VX9AAM,2025-01-27T15:26:53.000+0000,(250)886-8982,(250) 886-8982,insurance@melissahuston.com,(844)492-6435,,,,,,,,,,,,,,0.0,,0011600001lUjOfAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3174.0
5000A000000cNLUQA2,False,,00013582,0031600002B89mVAAR,0011600001lUjMXAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Potential Open Enrollment,Medium,"awaiting applications and email request from Tom Martin, looking at 4 employees who are late. Will need to email to Sabrina once received

Aug 22 - emailed open enrollment request to Sabrina

Aug 25 - open enrollment approved, await signed letter from Tom- owner. Letter received and sent to Sabrina",True,2017-08-25T17:59:49.000+0000,False,False,005160000070kMqAAI,2017-07-25T17:06:01.000+0000,005160000070kMqAAI,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(250)592-2455,,,,,,,,,,,,,,,,,0.0,,0011600001lUjMXAA0,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3173.0
5000A000000cNTiQAM,False,,00013583,003G0000018f81vIAA,0011600001rvgVIAAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia- for Paul Lahey -july 2017,Medium,"July 25/17- Paul went to chiro office, initial visit was  paid for R & C only.  Paul was out of pocket by $28. He wanted it paid . I sent to bpo for exception.",True,2017-08-18T19:37:07.000+0000,False,False,005G0000002gy4FIAQ,2017-07-25T19:40:20.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 725-1587,(613) 791-4784,paul@rlfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001skf6BAAQ,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3173.0
5000A000000cNUqQAM,False,,00013584,003G000001F4lkdIAB,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,July 24/17-Severance Request Revokeed by client,Medium,"Severance request- Please extend benefits as below: 

ID #   xx  PN 		LTD 		July 14, 2017   to September 08/2017
					Life/HC/DC	July 14, 2017  to June 30, 2018

From: Joseph Ha
Sent: Tuesday, August 1, 2017 2:49 PM
To: Donkor, Dominique
Cc: Alayna Miller; Brian McIntomny; Dwight Proudfoot
Subject: Trish need to be reinstated

Aug 1/17-Hi
‎Further to our telephone conversation and your email explaining T's group Benefits.
Please note that T is still a full time Employee of Trigon; and I consulted and confirmed with my Employment Lawyer, Trish's benefit termination as per your GroupNet Statement, specifically relating to STD, LTD and CI coverage, should be voided and all benefits must be in force as per our employment agreement.

‎Let me know if there's any questions.
Thank you",True,2017-07-25T20:18:12.000+0000,False,False,005G0000002gy4AIAQ,2017-07-25T20:18:06.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 678-6565,(613) 678-3725,dwightproudfoot@gmail.com,(855) 690-0180,,,,,,,,,,,,,,0.0,,0011600001lUc5rAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3173.0
5000A000000cNrpQAE,False,,00013585,0030A0000029VO4QAM,001G000000wiigsIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance- Annabel Ring-Jun27/17tonov25/17,Medium,"severance request from robert packman...  life, health and dental",True,2017-07-26T11:58:05.000+0000,False,False,005G0000002gy4FIAQ,2017-07-26T11:57:52.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)695-6114X3,,robert.packman@rgpackman.ca,,,,,,,,,,,,,,,0.0,,0011600001m1kIHAAY,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3172.0
5000A000000cO4KQAU,False,,00013602,0031600002M9j8FAAR,001G000000urMqcIAE,,,,,,Life,,Open,,In Person,,Planning Opportunity (Louie),High,JFW meeting from 7:00 p.m. t0 9:00 p.m. - Prospect first meeting with Henry Arauag on a business owner in North York. Advisor did a psfy and obtained agreement to a complete planning opportunity. Completed the fact find questionnaire.,False,,False,False,00516000006lhhfAAA,2017-07-26T15:42:44.000+0000,00516000006lhhfAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(905) 276-1177 x594,,henry.arauag@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3172.0
5000A000000cO4eQAE,False,,00013603,0030A000001Xj2BQAS,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Business Owner Planning Opportunity,High,"Completed the Navi Plan for the prospect. Three areas were determined; Life, CI & Di plus his son's policy to discuss.
There is a need of $600K of Life Insurance and a $300K of CI for the owner. Also a possibility of DI application.",False,,False,False,00516000006lhhfAAA,2017-07-26T15:52:45.000+0000,00516000006lhhfAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(905)276-1177,,simran.chugh@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3172.0
5000A000000cOe8QAE,False,,00013652,0030A0000029oMIQAY,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dental exception- # 56 -July 2017,Medium,"controller asked that we make an exception, as ee was 14 days earlier for his eligible appointment-  paid  164.00",True,2017-07-27T12:25:07.000+0000,False,False,005G0000002gy4FIAQ,2017-07-27T12:24:58.000+0000,005G0000002gy4FIAQ,2023-05-31T06:40:52.000+0000,0050A000001TA3IQAW,2023-05-31T06:40:53.000+0000,(613)851-2662,(613) 851-2662,richard.kluska@ipprivatewealth.com,(613)274-2992,,,,,,,,,,,,,,0.0,,001G000001kmjv9IAA,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3171.0
5000A000000cOxPQAU,False,,00013653,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2017-07-27T18:04:10.000+0000,False,False,005G0000002heHMIAY,2017-07-27T18:04:10.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3171.0
5000A000000cPXIQA2,False,,00013654,003G0000018f6fEIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,July 27/17- Severance Request,Medium,"Severance request- Please extend benefits as below: 

ID # xx  RB 		Life/HC/DC		July  25,2017   to August 23,2017

Thank you,

SO",True,2017-07-28T15:18:09.000+0000,False,False,005G0000002gy4AIAQ,2017-07-28T15:18:04.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTnAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3170.0
5000A000000cPZEQA2,False,,00013655,0031600002B80qnAAB,0011600001lUdLFAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Exception Made to waive late applicant process for spouse - ID53,Medium,"Jul 28, 2017: Waiver of late applicant spouse approved by Val McKay. Sent change form and correct wording from ER to add spouse effective Jun 1, 2017 with back premiums.

Received  email from plan admin as employee received a letter requesting an EOI for a late app spouse to add to her policy. The employee provided the reasoning for the requested date of addition and why there was a gap between marriage and adding spouse to plan - her spouse did not reside in Canada upon marriage and only recently arrived and obtained paperwork to come under provincial medical etc. 

Head office has approved the date of June 1, 2017 for addition to her policy and waived the late applicant process. I have informed the plan admin of the new procedure regarding employees and dependents that do not have provincial coverage.",True,2017-08-15T15:07:23.000+0000,False,False,005G0000002gyDHIAY,2017-07-28T16:15:07.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604)682-3701,,,,,,,,,,,,,,,,,0.0,,0011600001lUdLFAA0,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3170.0
5000A000000cPhXQAU,False,,00013656,0031600002Acy02AAB,0011600001lFwG7AAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,PA not aware of renewal,Medium,"PA - Katie emailed Carrie asking why premium going from $348 to $1500. After looking into renewal was not send out and was effective May 1 so Aug bill included adjustment premiums and new rates.
Spoke to Adam as looks like there were some questions with renewal and it never got emailed out. Adam is going to connect with advisor so will await outcome of that.
Got email direction from Katie to suspend aug PAD and Emilia from selectpac pad confirmed aug premium suspended

Aug 10 - Katie has been emailing wanting an update and is getting frustrated. As per Adam earlier this week he has not been able to connect with Jesse. After speaking to Carrie, have emailed Katie with basic explantion, cc'ed advisor and Adam and advised we are working with advisor regarding this.

Aug 11 - recd reply from advisor asking for options re premiums payments, etc. Spoke to Adam and asked him to connect with advisor

Aug 25 - Adam has spoken to advisor and confirmed we will amend renewal date to Aug 1 so new premium be charged from Aug 1. Asked baking team to run for August withdrawal and then September will continue as normal. Advised Katie we are running for august, will let advisor let her know no back premiums owing as renewal date was adjusted.",True,2017-08-25T18:17:26.000+0000,False,False,005160000070kMqAAI,2017-07-28T19:23:57.000+0000,005160000070kMqAAI,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(250) 388-7552,,,,,,,,,,,,,,,,,0.0,,0011600001lFwG7AAK,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3170.0
5000A000000cRZVQA2,False,,00013657,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,July 31/17-Severance Request,Medium,"July 31/17-We have a severance request for IL (id x).
The request/client is in French, so I will place both languages for you, in case it is needed.
Employee Name/ Nom de l'employé: IL
Date of employment/ Date de l'emploi: 25/07/2002 au 02/12/2016
Termination reason/ Raison du raccordement: Leave Extended/Congé prolongé
Date notified/ Date de notification: 31/07/2017
Last date worked/ Dernier jour de travail:02/12/2016
Specify what benefits to be extended/ Précisez quels sont les avantages à être étendue: Life, Ad&D, Std, Ltd, Heath & Dental/ Le plus que possible par rapport à ce qu'elle a présentement.
Date extension ends/ Prolongation de la date se termine: Ending/Se termine le 30/09/2017

Aug 1/17-Severance request- Please extend benefits as below: 

ID # x  IL		LTD	July  31/ 2017 to August 25/2017	
				Life/HC/DC		July 31/2017        to   September",True,2017-08-01T13:52:08.000+0000,False,False,005G0000002gy4AIAQ,2017-08-01T13:52:00.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlMIAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3166.0
5000A000000cRgMQAU,False,,00013658,0031600002YzYKAAA3,001G000000urMqcIAE,,,,,,Life,,Closed,,In Person,,Life Insurance Proposal/Investment plan,High,"JFW on a legacy life case with Beverley Henry.  Premium was 3172 annually.
Also did a start up segregated fund policy for Albert Henry. Started a $500 start up deposit and a $125 monthly contribution.",True,2017-08-01T16:04:36.000+0000,False,False,00516000006lhhfAAA,2017-08-01T16:03:41.000+0000,00516000006lhhfAAA,2017-08-01T16:04:36.000+0000,00516000006lhhfAAA,2018-10-05T23:36:40.000+0000,905	276-1177,,beverley.henry@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3166.0
5000A000000cSbwQAE,False,,00013691,0030A000001XkPxQAK,0011600001lUe3QAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Approval for One Person Open Enrolment Effective August 1, 2017",Medium,"August 4, 2017 - Received signed documents to proceed with open enrolment and have forwarded to Sabrina M for processing. Let the plan admin know to check online in 3-5 business days for ID number and benefit card will follow. Sent eWelcome package for her records. Info saved to client file.

New Plan Administrator was made aware of an employee that was missed (DOE was July 11, 2016). No other employees have been missed, and it was due to being right in between plan administrators. 

Head Office has approved a one person open enrolment for this policy, and I have just sent confirmation to the plan admin with a template for signing and an application form for ompletion (August 2, 2017). Once received, forward the copies to Sabrina Muzyka through email hat is flagged for completion.",True,2017-08-04T17:31:27.000+0000,False,False,005G0000002gyDHIAY,2017-08-02T19:34:53.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604)850-2284,,tracy@centralvalleyindustries.com,,,,,,,,,,,,,,,0.0,,0011600001lUe3QAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3165.0
5000A000000cT2JQAU,False,,00013708,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance-Aug 2017 -Hohn Hannan,Medium,June 23/2017 to June 30/18  health and dental care,True,2017-08-03T12:58:08.000+0000,False,False,005G0000002gy4FIAQ,2017-08-03T12:58:02.000+0000,005G0000002gy4FIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,00116000020SLhEAAW,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3164.0
5000A000000cT9tQAE,False,,00013709,003G0000018f7mPIAQ,001G000000urN0wIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Ex-gratia (eye exams combined),Medium,"An eye exam of $99 was approved as an ex-gratia for Stacey Bevan, cert # 2  on August 2, 2017.",False,,False,False,00516000007PWrfAAG,2017-08-03T15:36:03.000+0000,00516000007PWrfAAG,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(250)869-3822,(250) 870-4171,chris.nielsen@acera.ca,,,,,,,,,,,,,,,0.0,,0011600001y47R3AAI,0.0,False,,,,,,00516000007PWrfAAG,,,,,,,0.0,0.0,0.0,,False,3164.0
5000A000000cTQuQAM,False,,00013710,0031600002cx12nAAA,001160000243SYQAA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Ex-Gratia Claim Request - ID#1 ID#6 RCC,Medium,"Sept 18th - Ex-gratia claims were approved and paid.

August 3, 2017: Sent email to Carrie requesting approval for 2 ex-gratia claims for this company;

I have two Exgratia Requests for your approval for the above mentioned policy.
I have included the details of my requests in the attached Ex-Gratia forms, but in a nut shell the advisor/ employer had said councelling was eligible under the paramedicals.
The Owner did not realize that RCCs are not eligible, and did not have the booklet until after the claims were incurred (a product of telling people to save their receipts while waiting for plan set up to be complete). The advisor is Brien Armstrong. He knows RCCs are not covered. I know he would nt wsay they are, but I think they just asked if counceling was covered and said yes without clarifying. The situation came to light at the employee meeting and the Owner has asked for us to honor these claims and the employees now know they are eligible under the plan. It is $310 in total – ID#1 incurred $200 and ID# incurred $110.
The plan only covers 80% up to R&C so the totals should come out to less than that.",True,2017-09-18T22:17:07.000+0000,False,False,005G0000002gyDHIAY,2017-08-03T22:23:52.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 514-8555,,lizzyhoeppner@hotmail.com,,,,,,,,,,,,,,,0.0,,001160000243SYQAA2,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3164.0
5000A000000cW1XQAU,False,,00013711,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax planning,Medium,July 17 Federal tax proposal,True,2017-08-08T20:32:23.000+0000,False,False,005G0000002heHMIAY,2017-08-08T20:32:23.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3159.0
5000A000000cWZ5QAM,False,,00013792,0031600002a7oj7AAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Personal directive,Medium,All contact via Paul Li,True,2017-08-09T15:28:26.000+0000,False,False,005G0000002heHMIAY,2017-08-09T15:28:26.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780) 428-8585,,martin.fong@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3158.0
5000A000000cX9wQAE,False,,00013793,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,#290471 - August 2017 - Claims Suspension Lifted,Medium,Client provided proof of wire payment that has not been applied yet for July premiums.  An exception was granted to release claims in anticipation of payment being applied shortly. Mg.,True,2017-08-10T13:21:41.000+0000,False,False,005G0000002gxymIAA,2017-08-10T13:21:35.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,001G0000017y8y7IAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3157.0
5000A000000cXSjQAM,False,,00013794,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#276850 - August 2017 - Head Office Exception beyond 4 Month Rule,Medium,"Id#9 should have been terminated from the plan on December 31st, 2016, however the PA suffered a heart attack and was not administering the plan.  We have received an exception to terminate this employee back to December 31st, 2016 resulting in a premium credit adjustment in the amount of $2,347.20. Approved by Rachel Paul. Mg.",True,2017-08-10T18:55:20.000+0000,False,False,005G0000002gxymIAA,2017-08-10T18:55:16.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqKAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3157.0
5000A000000cXzYQAU,False,,00013891,003G0000018f6fEIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Aug 11/17-Survivor Benefit,Medium,"Sept 5/17- Life payment arrived, sent to AM directly as instructed by RC, with the survivor benefit card (by FedEx).
Aug. 11/17-Policy: 212622

Group Name:   P.C.A. ADJUSTERS LIMITED

Certificate: E0000000xx PO

Surviving Spouse: RO

Please be advised the survivor benefits for the Healthcare and Dental care benefit has now been set up on the BEN system
Effective July 28, 2017 under identification SS000000xx.

The survivor benefits have also been set up on the BCE Emergis system.  The pharmacist will have to enter relationship code 01.

The BCE Emergis drug card has also been ordered and will be mailed directly to your office shortly.

The benefits continued are subjected to the same limitations and restrictions as the employee plan that is in force.

This coverage will terminate July 28, 2019 or earlier, for dependents who cease to qualify under the definition of dependents in the contract.

Please advise the client accordingly",True,2017-09-05T17:14:01.000+0000,False,False,005G0000002gy4AIAQ,2017-08-11T14:25:19.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTYAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3156.0
5000A000000cY15QAE,False,,00013892,003G0000018f7TZIAY,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Aug 11/17-Survivor Benefit,Medium,"RE:  MD
Surviving Spouse:  SC

Please be advised survivor benefits for the health and dental benefits has now been set up on the BEN system effective July 5, 2017 under identification SS000000x.
(The survivor benefits have also been set up on the BCE Emergis system.  The pharmacist will have to enter relationship code 01.)
The benefits continued are subjected to the same limitations and restrictions as the employee plan that was Inforce. 
This coverage will terminate July 4, 2019 or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.

Please advise the client accordingly, should you have any questions or concerns please do not hesitate to contact me. 

I will let you know as soon as I receive the drug card.
Aug 16/17-Life payment received and sent by FedEx to Vincent Robert (at Groupe Major Office).",True,2017-08-16T18:40:11.000+0000,False,False,005G0000002gy4AIAQ,2017-08-11T15:02:08.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(819) 777-2882,(819) 664-2039,lf@groupemajor.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlN3AAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3156.0
5000A000000cZSWQA2,False,,00013893,0030A000001Xj6mQAC,001G000000wjm7VIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#24--setup class non status dependants,Medium,"August 2017 --ee spouse claims delinced as she is not covered by NIHB- h.o. setup a new class , status employees with non status dependents..
this has now been set up.",True,2017-08-14T14:20:21.000+0000,False,False,005G0000002gy4FIAQ,2017-08-14T14:20:13.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 760-2999,,julie.potvin@mercer.com,,,,,,,,,,,,,,,0.0,,0011600001phBaWAAU,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3153.0
5000A000000cZXRQA2,False,,00013894,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#277224 - August 2017,Medium,"Id#35 applying for LTD - delay in obtaining physician reports - Jill obtained approval to have 2 months of LTD payment sent prior to final review of the claim.  Consistent liaison between our office and the Hamilton DMSO - finally approved August 11th, 2017.",True,2017-08-14T15:58:53.000+0000,False,False,005G0000002gxymIAA,2017-08-14T15:58:48.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpnAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3153.0
5000A000000cZieQAE,False,,00013895,003G0000018f7TiIAI,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#277931 - August 2017 - Head Office Exception beyond 4 Months,Medium,"Id#5 - July 31st, 2015 - EE no longer had any active dependents.  This did not result in changing his coverage to single.  We rec'd approval to change to single coverage back to July 31st, 2015, resulting in a premium credit adjustment of $5858.92.",True,2017-08-14T20:04:37.000+0000,False,False,005G0000002gxymIAA,2017-08-14T20:04:32.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(343) 572-6119,,shunter@jltcanada.com,,,,,,,,,,,,,,,0.0,,001G000001kmlnUIAQ,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3153.0
5000A000000caM0QAI,False,,00013896,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,#274872 - August 2017 - Employee Opt Out of Benefits,Medium,"Claude Sebastien, Id#25 no longer wishes to be on group plan and has signed a group change form to opt out completely, effective August 13th, 2017.  The Plan Admin, Joyce Flakes, has discussed the late applicant process should the EE wish to join again in the future. Mg",True,2017-08-15T17:59:21.000+0000,False,False,005G0000002gxymIAA,2017-08-15T17:59:17.000+0000,005G0000002gxymIAA,2017-08-15T17:59:21.000+0000,005G0000002gxymIAA,2018-10-05T23:36:40.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcN1AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3152.0
5000A000000cbv6QAA,False,,00013903,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Aug. 17/17-45 Arrears Day Exception,Medium,"Hi J,

We have changed the grace period on our system from 31 days to 60 days so this change starts this month.    I understand the request is only for 45 days but we had set them up at 60 days to keep all policies consistent for SPAC.  Please note that this is not a contractual change, management agreed that this is solely for administration purposes, and not contractual in any way.  

This means they do not get picked up on our arrear file until they are 60 days past due. That should give them ample time to make payment.  However, once policy is suspended at 60 days, they are required to send us full payment for the 60 days past due premium in order for claims to be released.  We have already made an exception for a longer grace period, therefore, it is their responsibility to pay off the entire o/s premium once their account is put in claims suspension at 60 days.

Please inform client/SMC about this one off exception for this particular case.

Thanks,
  
C B
From: K, J 
Sent: Thursday, August 17, 2017 7:49 AM
To: D, C; G, C
Cc: P, E
Subject: RE: Compte en souffrance | Produits Bel - Policy #298134

Good morning, 
                Thank you everyone for your consideration on this. It has been a bit of a sore spot over the last couple of months. PPTA, the client, and myself are very happy about the decision!

For my knowledge, with this grace period automatically happen? Will the client/ SMC be made aware as they normally are at the 30 day mark of the arrears?

I would like to advise PPTA on what to expect.

Thanks
J     
From: D, C 
Sent: Wednesday, August 16, 2017 2:17 PM
To: G, C
Cc: K, J; P, E
Subject: RE: Compte en souffrance | Produits Bel - Policy #298134

Thanks Claude,
I will submit for processing as an amendment.

Charito deBorja | Selectpac Underwriting and Administration |  Phone (204) 946-7749 | Fax (204) 946-8907
  charito.deborja@gwl.ca 

From: G, C 
Sent: Wednesday, August 16, 2017 8:58 AM
To: D, C
Cc: K, J; P, E
Subject: RE: Compte en souffrance | Produits Bel - Policy #298134

Hi C,

I’m okay to extend the grace period for this group.",True,2017-08-17T21:12:27.000+0000,False,False,005G0000002gy4AIAQ,2017-08-17T21:12:21.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001sH6NrAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3150.0
5000A000000ccGTQAY,False,,00013919,0031600002Ok36MAAR,001G000001FpOfHIAV,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#403657 - Survivor Benefits,Medium,"Large Group Transfer #165740 - Id#4023 was set up with Survivor Benefits - has been transferred to this policy #403657 SS99999999 -until October 29th, 2017",True,2017-08-18T12:24:07.000+0000,False,False,005G0000002gxymIAA,2017-08-18T12:24:02.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 670-8488,(613) 898-4697,daniel_sullivan@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kmlq2IAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3149.0
5000A000000cdoHQAQ,False,,00013937,003G0000018f6gfIAA,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,Proposition de Portefeuille,Medium,"Client has total of 435k with London Life all in money market (and 8k with MFC). Client is balanced, but advisor is thinking to go more secure with the current economy.

Advisor would like to have portfolio recommandations/suggestions",False,,False,False,00516000007QT26AAG,2017-08-21T13:59:30.000+0000,00516000006lWzjAAE,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(514)336-2300,(514) 294-3261,robert.tozzi@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT26AAG,,,,,,Analysis Document,1.0,0.0,0.0,,False,3146.0
5000A000000cdrMQAQ,False,,00013939,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#216213 - August 2017 - Ex-Gratia Request,Medium,Id#3 paid for a claim that was above the R&C.  We requested an ex-gratia for the difference of $48.95 - Approved by Ronetta Jones. Mg.,True,2017-08-21T15:26:38.000+0000,False,False,005G0000002gxymIAA,2017-08-21T15:26:34.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpOAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3146.0
5000A000000cds4QAA,False,,00013938,003G0000018f6lxIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Life insurance trust,Medium,All contact via Paul Li,True,2017-08-21T15:17:12.000+0000,False,False,005G0000002heHMIAY,2017-08-21T15:17:05.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780) 428-8585 x4248,,nathan.yang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3146.0
5000A000000cfW5QAI,False,,00013943,003G0000018f6YSIAY,001G000000urMs9IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Carole et Laurent Hugron,Medium,"Client has 120k and husband died this summer and she will receive more than 450k registered money (all London Life policies already).

Advisor wants proposal in PS2 0,50% to merge all RRSP and TFSA together so she only has ony of each left. She doesn't need the money as she's got different pension plans and 3 LIBs.

Maybe more non registered money to come",True,2017-08-25T15:23:51.000+0000,False,False,00516000007QT26AAG,2017-08-23T19:02:13.000+0000,00516000006lWzjAAE,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(514)334-8701,(514) 971-8074,real.veilleux@freedom55financial.com,,,,,,,,,,,none,Other,,,0.0,,,0.0,False,none,,,,,00516000007QT26AAG,,,,,,Analysis Document;Presentation,3.0,0.0,0.0,,False,3144.0
5000A000000cfZxQAI,False,,00013952,0030A0000029kqxQAA,001G000000wkIYbIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Dependent Life Claim - ID60 - DOD - March 21, 2017",Medium,"Sept 28, 2017: Resolved application issues and dep life claim cheque in the amount of $10,000  arrived at office. Sending to plan member via couriertoday.

August 31, 2017: HO requires a copy of the enrolment form as we do not have one on file. I have emailed Tina at the advisors office requesting a copy so we can proceed with adjudication of the claim.

August 24, 2017: Life claim received and sent to head office via email for processing.

August 23, 2017: Received email from advisor assistant Tina inquiring if EE had dependent life in effect on Mrch 21, 2017 as husband had passed away. This policy is presently terminated, but claim is still eligible for consideration. Have provided advisor assistant Tina with claim form and copy of benefit booklet.",True,2017-09-28T17:16:47.000+0000,False,False,005G0000002gyDHIAY,2017-08-23T20:59:28.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604)824-4550,,gordon.clark@sunlife.com,(604)824-4596,,,,,,,,,,,,,,0.0,,0011600001lUdMsAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3144.0
5000A000000cgoAQAQ,False,,00013987,003G0000018f6ZbIAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Principal residence deduction,Medium,,True,2017-08-25T15:16:18.000+0000,False,False,005G0000002heHMIAY,2017-08-25T15:16:11.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780)909-4048,,doug@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3142.0
5000A000000cj1QQAQ,False,,00013995,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#214454 - August 2017 - Head Office Exception,Medium,"Id#77 submitted an STD claim, however the salary on our system was incorrect.  Salary was increased for this PM in March 2017, but not updated on our system.  Rec'd approval to update the salary for this pending STD claim - Maris Koropas.",True,2017-08-29T16:37:17.000+0000,False,False,005G0000002gxymIAA,2017-08-29T16:37:12.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlp1AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3138.0
5000A000000ckVCQAY,False,,00013998,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#245866 - August 2017 - Head Office Exception,Medium,"Id#125 terminated his dependent, but the system did not recognize that there were no other active depedents, so continued to pay for family coverage in error.  We were able to correct single coverage back to March 27th, 2017. Mg.",True,2017-08-31T15:57:46.000+0000,False,False,005G0000002gxymIAA,2017-08-31T15:57:42.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNAAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3136.0
5000A000000ckiuQAA,False,,00013999,0030A000001XnYDQA0,001G000001hIt4EIAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,"Open Enrolment - Steel Toad Oct 1, 2017",Medium,"Sept 28, 2017: Open enrolment approved for October 1, 2017. Applications and open enrolment approval/ cover letter sent to HO today.

Aug 31, 2017: Plan Admin is collecting enrolments for 4 late apps' and we have one at head office pending (Carrisa Menz) - total 5 for October 1, 2017. Still need to request approval once I have the applications with ee info.",True,2017-09-28T17:18:26.000+0000,False,False,005G0000002gyDHIAY,2017-08-31T21:04:58.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 709-8623,,meranda@steeltoad.ca,,,,,,,,,,,,,,,0.0,,001G000001hIt4EIAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3136.0
5000A000000ckl5QAA,False,,00014016,0031600002Pm43nAAB,001G000000urN1kIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Claim ID11,Medium,"Sept 22, 2017: Sent life claim to head office. Confirmed with advisor to send the life claim cheque direct to the beneficiary upon receipt and let them know when it goes out.

Sept 18th - Survivor benefits inforce and card being sent to beneficiary. 

August 30, 2017: received notification of pending death claim from Shannon and provided her with the life claim form for beneficiary.",True,2017-10-02T17:47:00.000+0000,False,False,005G0000002gyDHIAY,2017-08-31T22:29:54.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 514-3347,,shannon@schmidtandfunk.com,,,,,,,,,,,,,,,0.0,,0011600001ynYBSAA2,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3136.0
5000A000000clDdQAI,False,,00014017,003G0000018f7WmIAI,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate administration,Medium,,True,2017-09-01T16:12:11.000+0000,False,False,005G0000002heHMIAY,2017-09-01T16:12:06.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3135.0
5000A000000cnAgQAI,False,,00014034,0031600002a7CGjAAM,001G000000urMt0IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,John Curzon,High,"33 MNS, $30,000 income, new baby, new home.  Limited budget.  Needs life and DI.  Mortgage $150,000 and debt $40,000.  Recommending $250,000 life ($200,000 was more expensive - must be due to banding) and Competitor $1800/month, 2 years benefits.  Total $56/month.",False,,False,False,0050A000000HukVQAS,2017-09-05T19:17:52.000+0000,0050A000000HukVQAS,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(506) 853-6111,,brady.kitchen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000HukVQAS,,,,,,,0.0,0.0,0.0,,False,3131.0
5000A000000cnBoQAI,False,,00014035,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#263488 - Sept 2017 - HO Exception Beyond 4 Month Rule,Medium,"Id#8 - Correct earnings back to January 1st, 2017
Id#23 - Terminate employee back to October 15th, 2016
Exceptions result in a premium credit of $3,860.49. Mg.",True,2017-09-05T19:51:09.000+0000,False,False,005G0000002gxymIAA,2017-09-05T19:51:04.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpmAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3131.0
5000A000000cnrpQAA,False,,00014045,0031600002M9j8FAAR,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Rochelle Thomas - New prospect,Medium,Whole life & CI policy for combined premium for $1560 annual premium.,False,,False,False,00516000006lhhfAAA,2017-09-06T18:51:57.000+0000,00516000006lhhfAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(905) 276-1177 x594,,henry.arauag@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3130.0
5000A000000cnrzQAA,False,,00014046,0031600002M9j8FAAR,001G000000urMqcIAE,,,,,,,,Closed,,In Person,,Dan & Josephine Declarador,Medium,Ul & term 20 life policies for $1224 annual premium (written & submitted COD),True,2017-09-06T18:54:07.000+0000,False,False,00516000006lhhfAAA,2017-09-06T18:54:07.000+0000,00516000006lhhfAAA,2017-09-06T18:54:07.000+0000,00516000006lhhfAAA,2018-10-05T23:36:40.000+0000,(905) 276-1177 x594,,henry.arauag@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3130.0
5000A000000cns4QAA,False,,00014047,0031600002M9j8FAAR,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Johd & Nica Declarador,Medium,Whole life policies to write in the next meeting.,False,,False,False,00516000006lhhfAAA,2017-09-06T18:55:32.000+0000,00516000006lhhfAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(905) 276-1177 x594,,henry.arauag@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3130.0
5000A000000cns9QAA,False,,00014048,0031600002M9j8FAAR,001G000000urMqcIAE,,,,,,CI,,In Progress,,In Person,,Marivic Declarador,Medium,CI policy opportunity,False,,False,False,00516000006lhhfAAA,2017-09-06T18:56:36.000+0000,00516000006lhhfAAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(905) 276-1177 x594,,henry.arauag@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3130.0
5000A000000cnyMQAQ,False,,00014049,0031600002dpFMAAA2,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia for #16 - drug not covered,Medium,"I have an ex-gratia request for Donna-Marie Savage, ID #16, from Union Bay for a drug that is not covered under the drug plan.

The cost is $45.56 and it may be a recurring charge depending on the results. After speaking to Ryan, he mentioned there is a very high first year renewal coming up on November 1, current loss ratio is 180%, so anything we can which can reflect favourably on Great West Life from a flexibility and service level, will no doubt be a factor in renewal discussions.

Sept 8 - ex-gratia approved, advisor Donna-Maria and advisor. also looking into why this drug is not covered and if plans to cover in the future",True,2017-09-08T18:58:00.000+0000,False,False,005160000070kMqAAI,2017-09-06T23:02:49.000+0000,005160000070kMqAAI,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(250) 585-8696,,dreid@rfpc.ca,,,,,,,,,,,,,,,0.0,,0011600001uIOOhAAO,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3130.0
5000A000000coi0QAA,False,,00014051,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Transfer of LI to corporation,Medium,,True,2017-09-07T19:16:58.000+0000,False,False,005G0000002heHMIAY,2017-09-07T19:16:48.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3129.0
5000A000000coieQAA,False,,00014058,0031600002G6kxhAAB,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,Email,,"Prepared case, corp account ,quadrus,",Medium,"500,000",False,,False,False,00516000007QT26AAG,2017-09-07T19:25:34.000+0000,00516000007QT26AAG,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(514)931-4242X2998,(514) 776-5552,mat@mpoweredwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT26AAG,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,3129.0
5000A000000cpLgQAI,False,,00014078,0030A0000029pWUQAY,001G0000019qRwoIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,severance-Paul Nooper-,Medium,"life, health and dental  july 28 to nov 10/17
ci , ltd,  july 28th aug 25/17",True,2017-09-14T15:55:46.000+0000,False,False,005G0000002gy4FIAQ,2017-09-08T16:08:57.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)732-1694,,martin_jones@bell.net,(613)732-4681,,,,,,,,,,,,,,0.0,,0011600001qvWalAAE,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3128.0
5000A000000cqnlQAA,False,,00014079,0030A000001ZRaJQAW,0011600001lUc5qAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Sept. 11/17-Severance Request-Approved,Medium,"Employee Name: KH
Date of employment: January 13, 2016
Termination reason: Shortage of Work
Date notified: September 11, 2017
Last date worked: September 11, 2017
Specify what benefits to be extended: Basic benefits 

Sept. 12/17

We can extend Life, HC/DC for this period.  However,   STD & LTD are only extended for the statutory notice period which is equal to one week of benefit, for every year of service with the company, to a maximum of 8 weeks.
ID# xx  KH
LTD		September 11/2017   to   September 25/2017
Life/HC/DC	September 11, 2017   to   October 02/2017
Thank you,
SO

Date extension ends: October 2, 2017",True,2017-09-12T13:15:07.000+0000,False,False,005G0000002gy4AIAQ,2017-09-11T14:15:04.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 408-5110,,hr@ieproperties.com,,,,,,,,,,,,,,,0.0,,0011600001lUc5qAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3125.0
5000A000000crpTQAQ,False,,00014082,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,#271743 - September 2017 - Claims Suspension Lifted,Medium,Client submitted a payment that has not yet reached head office.  We asked that Claims suspension be lifted in anticipation of this payment. Approved by Charito. Mg.,True,2017-09-12T16:46:39.000+0000,False,False,005G0000002gxymIAA,2017-09-12T16:46:36.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpKAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3124.0
5000A000000crxmQAA,False,,00014083,0030A000001YPBNQA4,0011600001l5sgmAAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Death Claim - ID9,Medium,"Sept 30 2017: Life claim cheque received and sent to advisor via courier.

Sept 28, 2017: Sent follow up email to advisor to collect life claim and offer assistance.

Sept 12, 2017: received notice of death claim for above plan member. Have confirmed life amount of $100,000 and advisor is having paperwork completed to send to my attention.",True,2017-10-02T17:46:15.000+0000,False,False,005G0000002gyDHIAY,2017-09-12T18:45:14.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 581-2134,,kevin.falardeau@globalpacific.com,,,,,,,,,,,,,,,0.0,,0011600001l5sgmAAA,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3124.0
5000A000000cs3BQAQ,False,,00014084,003G0000018f6U6IAI,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Sept. 12/17-Severance Request Ongoing,Medium,"Sept. 12/17-This is to inform you that our colleague RW will be on special leave from September 13th, 2017 until April 29th, 2018. Inter Pares will continue to pay the premium for her GWL benefits.
I am filling the information you requested in order to request continuity of her severance

Sept. 19/17-
Hi, ok, management has agreed to this o this policy only as an exception basis only.

Last date worked: September 12, 2017
Special Leave (a combination of paid and unpaid leave) (September 13th , 2017 until December 5th , 2017(paid leave) ) and (December 6th, 2017 until April 29th, 2018 (unpaid leave)
Specify what benefits to be extended: All benefits should be extended while on paid leave and all benefits accept LTD  while on unpaid leave
Date extension ends: April 30th , 2018 back at work

C#84-extend all benefits but ltd till Apr 29/18.  Ltd terminated Dec 6/17, while on unpaid leave.

They will have to specify exactly as per above for future leave of absences.  Please make them aware, and indicate that we have approved this for future ones. Thx. B.
BM 


Employee Name: RW
Date of employment: January 16, 2006
Termination reason: Special Leave (a combination of paid and unpaid leave) (September 13th , 2017 until December 5th , 2017(paid leave) ) and (December 6th, 2017 until April 29th, 2018 (unpaid leave))
Date notified: September 01, 2017
Last date worked: September 12, 2017
Specify what benefits to be extended: All benefits should be extended while on paid leave and all benefits accept LTD  while on unpaid leave
Date extension ends: April 30th , 2018 back at work",True,2017-09-19T13:59:36.000+0000,False,False,005G0000002gy4AIAQ,2017-09-12T20:32:01.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)355-5596,,tom@tmacleodfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUkVAAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3124.0
5000A000000cs4dQAA,False,,00014085,0031600002Xb5TaAAJ,001OH00000M334mYAB,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Collections Notice,Medium,client has received a final collections notice but Carrie has confirmed with Rosevita Toews that final premium be written off. Provided email to Rosevita and Charito asking if they can confirm premiums is written off,True,2017-09-15T20:51:14.000+0000,False,False,005160000070kMqAAI,2017-09-12T21:09:47.000+0000,005160000070kMqAAI,2024-11-04T15:07:18.000+0000,0055o0000019VX9AAM,2024-11-04T15:07:19.000+0000,250-724-9745,,kaitlyn@avfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhUhAAK,0.0,False,,,,,,005160000070kMqAAI,,,,,,,1.0,0.0,0.0,,False,3124.0
5000A000000cstgQAA,False,,00014086,003G0000018f7VPIAY,001G000000urN1nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-Gratia Reimbursement $515 for HSP claims,Medium,The Owner (ID9) brought to Briens attention a recent decline for $525 in physio claims through his HSP account. He did paper submission as the provider does not accept our card. The owner was not aware of the 60 day submission period following the HSP renewal in which all incurred claims from the prior period must be submitted and was off by a few weeks. He is now aware and has shared with the staff and we have reimbursed this claim on an ex-gratia basis.,True,2017-09-13T20:19:23.000+0000,False,False,005G0000002gyDHIAY,2017-09-13T20:19:15.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 510-2709,(604) 657-5034,brien@vanfraser.ca,,,,,,,,,,,,,,,0.0,,0011600001lUj1AAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3123.0
5000A000000csxOQAQ,False,,00014087,0031600002YSC4AAAX,001G000000urMo8IAE,,,,,,Life,,Open,,In Person,,Ailsa Life JFW,Medium,Second JFW with Ailsa Williams.,False,,False,False,0050A000000HrzVQAS,2017-09-13T21:51:55.000+0000,0050A000000HrzVQAS,2026-02-17T16:54:37.000+0000,005OH00000BfjndYAB,2026-02-17T16:54:37.000+0000,(604)375-5166,(604) 375-5166,richard@numofinancial.com,(604)337-2908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000HrzVQAS,,,,,,,0.0,0.0,0.0,,False,3123.0
5000A000000cuIhQAI,False,,00014121,0030A0000029ahpQAA,001G000000wjd2jIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance-RKilroy- Sept 2017,Medium,"As per ESA the ee is entitled to 8 weeks maximum from the date of notification.

EE was notified on September 8th, 2017, STD will terminate November 03/2017



#18  Robert Kilroy                                        Life             October 15,2017       to   December 31, 2017
					STD	     October 15/2017	to November 03/2017	
                                                                        HC/DC       October 15, 2017      to  October 31, 2018
					EAP	      October 15/2017       to   October   15 2018",True,2017-09-15T13:46:07.000+0000,False,False,005G0000002gy4FIAQ,2017-09-15T13:45:21.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)235-6165,(613) 795-6165,gaston@gouletinsurance.com,(613)235-6636,,,,,,,,,,,,,,0.0,,0011600001lUgIvAAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3121.0
5000A000000cuRFQAY,False,,00014122,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Transfer of LI,Medium,,True,2017-09-15T16:40:44.000+0000,False,False,005G0000002heHMIAY,2017-09-15T16:40:38.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3121.0
5000A000000cuRUQAY,False,,00014123,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Death benefit payment,Medium,"Spoke to Peter's client, Doug Campbell, at Peter's request.  Told Doug that his creditors can pursue the death benefit he is going to receive regardless of who cashes the cheque (eg. signed over to his brother who will cash it).  He is acknowledged that he is just trying to make it harder for his creditors to get the money.",True,2017-09-15T16:42:11.000+0000,False,False,005G0000002heHMIAY,2017-09-15T16:42:03.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3121.0
5000A000000cuS3QAI,False,,00014124,003G0000018f7OTIAY,0011600001yla1rAAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to corporation,Medium,,True,2017-09-15T16:55:05.000+0000,False,False,005G0000002heHMIAY,2017-09-15T16:55:00.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3121.0
5000A000000cuSIQAY,False,,00014125,003G0000018f6zcIAA,001G000000urMoeIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,US tax planning and LI,Medium,All contact via Paul Li,True,2017-09-15T16:57:03.000+0000,False,False,005G0000002heHMIAY,2017-09-15T16:56:56.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780)702-5807X228,(780) 988-5826,lucas@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3121.0
5000A000000cuSrQAI,False,,00014126,003G0000018f6kRIAQ,001G000000urMojIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Proposed federal tax changes 2017,Medium,,False,,False,False,005G0000002heHMIAY,2017-09-15T17:04:33.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(306)280-7060,(306) 280-7060,nextphasefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3121.0
5000A000000cub0QAA,False,,00014127,003G0000018f7VGIAY,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,,True,2017-09-15T19:10:15.000+0000,False,False,005G0000002heHMIAY,2017-09-15T19:10:09.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(866) 624-0745,(780) 618-8826,rick@silfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3121.0
5000A000000cvK0QAI,False,,00014129,0031600002cHPJPAA4,001G000000urMrmIAE,,,,,,Life,,Open,,In Person,,Mohamed Abdi,Medium,Moe needs life insurance coverage. He has a wife and six kids. We are likely looking at term 10 to keep lowest possible monthly outlay.,False,,False,False,00516000006lhiGAAQ,2017-09-17T16:35:55.000+0000,00516000006lhiGAAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)748-3455,(613) 501-3055,callum@csutherlandfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiGAAQ,,,,,,,0.0,0.0,0.0,,False,3119.0
5000A000000cvVcQAI,False,,00014130,0031600002asV2LAAU,00116000022fpVWAAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Open Enrolment for two ee's approved for October 1 2017,Medium,,True,2017-09-18T03:56:07.000+0000,False,False,005G0000002gyDHIAY,2017-09-18T03:55:58.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 944-3256,,info@creativeplumbing.ca,(604) 944-3258,,,,,,,,,,,,,,0.0,,00116000022fpVWAAY,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3119.0
5000A000000cvu3QAA,False,,00014131,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#403146 - Sept 2017 - Lift Claims Suspension,Medium,"Client in claims suspension over $58K - David drove to Montreal to obtain cheques, and Jill worked with Erin Peters to have claims suspension lifted.",True,2017-09-18T16:48:14.000+0000,False,False,005G0000002gxymIAA,2017-09-18T16:48:10.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,00116000021Jvt1AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,1.0,0.0,0.0,,False,3118.0
5000A000000cwe1QAA,False,,00014132,003G000001b4L8NIAU,001G000000urMpKIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Anna Wagner Transfer Personal Assets,Medium,Anna has account with SunLife $235K (spousal RRSP) and Investors Group $7K (RRSP). Mark Wagner has an account with SunLife (DC) $200K and Investors Group $8K (RRSP). Both Anna and Mark's voyager comes out Advance. Anna wants to transfer the matured and fee free units from Sun. All units from Investors Group for both her and her Husband.,True,2017-12-07T14:18:30.000+0000,False,False,00516000006lhh3AAA,2017-09-19T15:07:39.000+0000,00516000006lhh3AAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(705) 728-5551 x221,,phil.rayson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh3AAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,3117.0
5000A000000cwgRQAQ,False,,00014133,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#216390 - Sept 2017 - Head Office Exception Beyond 4 months,Medium,"Id#8 spouse passed away on November 11th, 2016 but was not changed to Single coverage (as there were no other dependents on the plan).  I obtained an exception to have this retroactively changed to Single to November 2016, resulting in a premium credit adjustment of $2626.86. Mg.",True,2017-09-19T15:50:16.000+0000,False,False,005G0000002gxymIAA,2017-09-19T15:50:12.000+0000,005G0000002gxymIAA,2017-09-19T15:50:16.000+0000,005G0000002gxymIAA,2018-10-05T23:36:40.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUkESAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3117.0
5000A000000cwobQAA,False,,00014134,0030A0000029gypQAA,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,openenrollment-sept2017- 4 - ees,Medium,Sept 2017-  approval for open enrollment-  one time deal.   4 -ee;s,True,2017-09-19T18:05:36.000+0000,False,False,005G0000002gy4FIAQ,2017-09-19T18:05:27.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(855)264-8267,(613) 264-8267,noonanf@familywealthperth.com,(613)264-8269,,,,,,,,,,,,,,0.0,,0011600001lUgJjAAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3117.0
5000A000000cyHnQAI,False,,00014138,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#264923 - Sept 2017 - HO Exception beyond 4 Month Rule,Medium,"Gavin requested to terminate the following employees beyond 4 months, HO agreed to two of the 4, as the 2 of the EEs were claiming up until July:
Id#75 - Jan 27th, 2017
Id#67 - Jan 27th, 2017
Id#80 - April 25th, 2017 - HO terminated May 20th, 2017
Id#84 - March 31st, 2107 - HO terminated May 20th, 2017
This resulted in a premium credit of $10,044.40",True,2017-09-21T13:22:27.000+0000,False,False,005G0000002gxymIAA,2017-09-21T13:22:18.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlBBAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3115.0
5000A000000cyS7QAI,False,,00014145,003G0000018f6XfIAI,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Proposed federal tax changes 2017,Medium,,True,2017-09-21T16:43:40.000+0000,False,False,005G0000002heHMIAY,2017-09-21T16:43:34.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(403)329-6220,,brad@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3115.0
5000A000000cyTKQAY,False,,00014146,003G0000018f6o1IAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,All contact via Paul Li,True,2017-09-21T17:01:17.000+0000,False,False,005G0000002heHMIAY,2017-09-21T17:01:12.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780)440-0733,,markz@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3115.0
5000A000000cyTaQAI,False,,00014147,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Beneficiary designation,Medium,,True,2017-09-21T17:05:04.000+0000,False,False,005G0000002heHMIAY,2017-09-21T17:04:55.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3115.0
5000A000000cyUIQAY,False,,00014148,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Proposed federal tax changes 2017,Medium,,True,2017-09-21T17:10:09.000+0000,False,False,005G0000002heHMIAY,2017-09-21T17:10:03.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3115.0
5000A000000cz7UQAQ,False,,00014150,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#281532 - Sept 2017 - Ex-Gratia Request,Medium,"Client thought they had Orthodontics and told their employees.  Id#39 submitted an ortho claim that was declined.  We requested 50% of a $2,000 claim to be paid.  Approved for $1,000 by M&DS. Mg.",True,2017-09-22T13:23:53.000+0000,False,False,005G0000002gxymIAA,2017-09-22T13:23:47.000+0000,005G0000002gxymIAA,2017-09-22T13:23:53.000+0000,005G0000002gxymIAA,2018-10-05T23:36:40.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlppAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3114.0
5000A000000czRAQAY,False,,00014157,0031600002dpFMAAA2,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia #16 - last request,Medium,"I have one more ex-gratia request for employee #16 – Savage under the Union Bay plan. This will be the last request as we will be changing plan design on the November renewal to cover this drug under the base plan going forward. Thanks.

Ex Gratia approved, advised Donna",True,2017-11-01T17:16:08.000+0000,False,False,005160000070kMqAAI,2017-09-22T19:01:33.000+0000,005160000070kMqAAI,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(250) 585-8696,,dreid@rfpc.ca,,,,,,,,,,,,,,,0.0,,0011600001uIOOhAAO,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3114.0
5000A000000d0fXQAQ,False,,00014158,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#404049 - Sept 2017 - Ex-Gratia Request,Medium,"Plan transferred from Manulife and Manulife paid claims after policy terminated
Id#1 - $16.00 - Spouse not on GWL plan
Id#12 - $42.90 - Dependent not a student under GWL plan
TOTAL $58.90 - to be paid back to Manulife",True,2017-09-25T12:42:58.000+0000,False,False,005G0000002gxymIAA,2017-09-25T12:42:54.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,00116000024tZpOAAU,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3111.0
5000A000000d2xxQAA,False,,00014160,003G000001zzfsOIAQ,001G000000wjNqgIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,New PA - schedule training sesion,Medium,"This group has not kept the benefits plan up to date, we must change the waiting period from 0 months to 3 months for class 2 employees, there are a lot of late applicants due to this. I am scheduling a PA training with the new PA  after Oct 15/17 to review.",False,,False,False,00516000007PYjdAAG,2017-09-26T22:01:50.000+0000,00516000007PYjdAAG,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 431-0117,(604) 724-6211,bernardeta.kobrtkova@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001srJDkAAM,0.0,False,,,,,,00516000007PYjdAAG,,,,,,,0.0,0.0,0.0,,False,3110.0
5000A000000d3hCQAQ,False,,00014161,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#292979 - Sept 2017 - HO Exception beyond 4 months,Medium,"Id#32 joined the plan October 3rd, 2016 - It was her intention to waive dependent coverage - rec'd approval to backdate the change from family to single to October 2016.  This exception resulted in a premium credit of $1,401.52. Mg.",True,2017-09-27T16:19:34.000+0000,False,False,005G0000002gxymIAA,2017-09-27T16:19:30.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001Wtu5xIAB,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3109.0
5000A000000d56cQAA,False,,00014164,003G0000018f7WSIAY,001G000000urN2dIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Ex-gratia Approval - ID10 - $400,Medium,"Sept 2017: Was contacted by this plan member in regards to dental work that needed to be completed to address pain and discomfort in jaw. The proposed treatment was  going to fall under orthodontic work, which is not eligible under this policy. The work totalled $400 and the plan member asked me for assistance as there was also some confusion when discussion options directly with claims at head office. He was under the impression that if the appliance that would stop this discomfort was done through a dentist, and not an orthodontist, that it would end up covered under the policy. However, this was not the case, and a pre-auth had not been formally  done to confirm coverage. The plan member proceeded with the work anyways as he had to address the discomfort, covered or not. I reached out to the advisor to confirm if he would like us to see if an  ex-gratia could be done in good faith as this is a key employee with the firm and they are very relationship based in business and it would help set us apart in the future The advisor was very impressed that we proactively reached out to him and was on board with offering this solution. I received approval and reimbursement has been issued to a very happy plan member. The advisor will be highlighting this kind of service on their  rapidly approaching renewal as well.",True,2017-09-28T17:40:55.000+0000,False,False,005G0000002gyDHIAY,2017-09-28T17:40:49.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 986-3481,(778) 837-3481,barry@soperfinancial.ca,(604) 986-3491,,,,,,,,,,,,,,0.0,,001G000001fUcL7IAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3108.0
5000A000000d57fQAA,False,,00014168,003G000001D58cNIAR,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-Gratia Approval - ID20 DentalWork - $857.60,Medium,"Received email from advisor requesting consideration of dental expenses on a claim that were being excluded due to the prior extraction clause. The difference was in the amount of $857.60. Plan member is a key employee that advocates for GWL with the company on a regular basis, and this is a long term client of ours with a gold key advisor. The tooth in question had been extracted while covered under another dental policy in the past. We received approval and submitted the claim forms on her behalf that had been scanned over. Please member received $2300.40 through base plan and $857.60  via ex-gratia for this claim.",True,2017-09-28T17:48:50.000+0000,False,False,005G0000002gyDHIAY,2017-09-28T17:48:44.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 533-9813,(604) 339-7818,drew@scharfbenefits.ca,(604) 533-9814,,,,,,,,,,,,,,0.0,,0011600001lUjM2AAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3108.0
5000A000000d62gQAA,False,,00014169,003G0000018f6o1IAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI for buy/sell,Medium,,True,2017-09-29T15:06:05.000+0000,False,False,005G0000002heHMIAY,2017-09-29T15:05:57.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780)440-0733,,markz@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3107.0
5000A000000d64NQAQ,False,,00014170,003G0000018f7qiIAA,001G000000urN6NIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxation of DI premium payments by corporation,Medium,,True,2017-09-29T15:22:25.000+0000,False,False,005G0000002heHMIAY,2017-09-29T15:22:19.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(306) 382-7777 Ext. 23,,chris@mfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3107.0
5000A000000d68AQAQ,False,,00014171,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,LI and charitable donation,Medium,,True,2017-09-29T15:55:54.000+0000,False,False,005G0000002heHMIAY,2017-09-29T15:55:46.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3107.0
5000A000000d8lEQAQ,False,,00014205,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Federal proposed tax changes,Medium,,True,2017-10-02T22:49:44.000+0000,False,False,005G0000002heHMIAY,2017-10-02T22:49:35.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3104.0
5000A000000d9PTQAY,False,,00014207,003G0000018f7TKIAY,001G000000urN3IIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,**Disability claim Declined-  Re;  DOE/late applicant,High,"Oct 2/17, received a call from our Montreal Disability office,  Annie   514 350 7934 X 2651
She advised that claim either be paid ex-gratia, or waive late applicant--- Jill  went to CLaude to see if we could get the late app waived, Claude said not a possibility .  We may possibly be refunding the life and ltd premiums for 2 years.  Jill waiting on confirmation..  Oct 11/17- they will refund life /ltd premiums back to sept 2015, and terminate benefits as of Oct 1/17
owner Barb is very unhappy",True,2017-11-10T14:05:32.000+0000,False,False,005G0000002gy4FIAQ,2017-10-03T15:54:54.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,,,,0.0,,001G000001kmkipIAA,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3103.0
5000A000000d9jgQAA,False,,00014208,003G0000028eE2UIAU,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#265425 - Oct 2017 - Release Claims Suspension,Medium,Client thought Division 4 was on PAD - was behind 3 months of premium.  Cheque rec'd and requested an exception to release claims. Erin Peters agreed. Mg.,True,2017-10-03T18:30:38.000+0000,False,False,005G0000002gxymIAA,2017-10-03T18:30:35.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 728-7030,,gmatlashewski@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUdjmAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3103.0
5000A000000dCLcQAM,False,,00014209,003G0000018f7TFIAY,001G000000urMxaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI from trust,Medium,Contact via Brock Denault,True,2017-10-05T18:09:24.000+0000,False,False,005G0000002heHMIAY,2017-10-05T18:09:10.000+0000,005G0000002heHMIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3101.0
5000A000000dD27QAE,False,,00014226,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#400418 - October 2017 - HO Exception beyond 4 Months,Medium,"Id#8 was not terminated in a timely manner, and we have been granted an exception to terminate this employee back to February 26th, 2017.  This has resulted in a premium credit of $306.88.",True,2017-10-06T11:49:40.000+0000,False,False,005G0000002gxymIAA,2017-10-06T11:49:35.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001xVlfQAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3100.0
5000A000000dDDjQAM,False,,00014227,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#262001 - October 2017 - Ex-Gratia Request,Medium,"Id#5 - Was informed that their prescription was not eligible from Costco to have the additional 10% reimbursement, so they purchased it another pharmacy.  I had to get involved to find out that it is eligible through Costco, so ex-gratia requested for the 10% that she paid out of pocket, in the amount of $226.39. Mg.",True,2017-10-06T15:01:44.000+0000,False,False,005G0000002gxymIAA,2017-10-06T15:01:40.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqOAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3100.0
5000A000000dDYhQAM,False,,00014228,0031600002B81eMAAR,0011600001lUjOfAAK,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Web,,Seasonal Employees,Medium,"- seasonal employees are on the plan however we must amend the contract so that they are able to be off for 5 months of the year and working for 7. 
we are confirming seasonal lay off dates and start dates.",False,,False,False,00516000007PYjdAAG,2017-10-06T18:30:09.000+0000,00516000007PYjdAAG,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(250)246-2588,,mtbrentonoffice@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjOfAAK,0.0,False,,,,,,00516000007PYjdAAG,,,,,,,0.0,0.0,0.0,,False,3100.0
5000A000000dDrPQAU,False,,00014229,003G0000018f7WLIAY,001G000000urN2NIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Open Enrolment Approved November 1, 2017",Medium,2 plan members are approved in the open enrolment.,True,2017-10-06T22:44:21.000+0000,False,False,005G0000002gyDHIAY,2017-10-06T22:44:16.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 677-3816,,bo@legaciesfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUdMAAA0,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3100.0
5000A000000dIQYQA2,False,,00014232,003G000001yhAFZIA2,001G000000vlcSzIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Manualife and Great West Life claims,Medium,"Received a phone call from the advisor asking about employee that was effective under GWL Oct 2016 and however remained under the Manualife plan.  Claims were processed under both policies and now Manualife is looking for reimbursement.

Oct 11 2017
BPO is looking into this and will get back to me.",True,2017-12-13T14:30:56.000+0000,False,False,0050A000000HwfzQAC,2017-10-12T17:20:14.000+0000,0050A000000HwfzQAC,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,,,eddy.robichaud@centreoptimal.ca,,,,,,,,,,,,,,,0.0,,0011600001y4TVPAA2,0.0,False,,,,,,0050A000000HwfzQAC,,,,,,,0.0,0.0,0.0,,False,3094.0
5000A000000dJeHQAU,False,,00014249,003G0000018f7VPIAY,001G000000urN1nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Pending Life Claim ID3,Medium,"Nov 8th - Life claim cheque and ss card received and given to advisor for delivery to the beneficiary.

October 12, 2017: Informed plan member has passed away in person by advisor. Was expected last week as was working with advisor and PA on bene designation. Advisor will work with bene and submit claim to me once complete. NOTE: Will have to use bene from original enrolment. PA changed it online recently, but no change form was completed so it will be invalid.",True,2017-11-08T22:04:57.000+0000,False,False,005G0000002gyDHIAY,2017-10-13T16:15:23.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(604) 510-2709,(604) 657-5034,brien@vanfraser.ca,,,,,,,,,,,,,,,0.0,,0011600001xXSJAAA4,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3093.0
5000A000000dJvmQAE,False,,00014250,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#294650 - October 2017 - Claims Exception,Medium,Gavin asked if we could please process a scanned copy of a claim for Id#2.  Head Office agreed as a one-time exception.  I recommended GN for PM for future claim submissions. Mg.,True,2017-10-13T17:59:35.000+0000,False,False,005G0000002gxymIAA,2017-10-13T17:59:26.000+0000,005G0000002gxymIAA,2023-12-15T04:14:02.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:02.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kEyhvIAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3093.0
5000A000000dKHYQA2,False,,00014251,0030A0000029jnfQAA,001G000000vkHHXIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Urgent Welcome Plan Retroactive Addition and Significant Claims Payment,Medium,"- Welcome Plan Apps, Cheque received and put in mail for Tannis Allman on Oct 13, 2017.  Tammy Schmidt is handling the claims adjudication and will provide payment for eligible expenses directly to hospital and anything that is under the base plan will be reffered to BPO for processing. Total amount is approx. $70,000.

-I connected with advisor and initiated the discussion in terms of options. Option 1: Add Welcome Plan retroactive and collect back premiums. Obtain commitment from client to maintain welcome plan coverage and EE benefits so long as EE is eligible. If yes, we pay the claims. Option 2: No Welcome Plan and no coverage for claims. Advisor connected with Owner and Plan Member and they have decided to proceed with Option 1. 

- Tannis Allman did some investigative work on the specialty product side and approved adding welcome plan retroactive to May 1, 2017 in order to cover the expenses for this plan member.

- Received email from GCCS/ Tannis Allman in regards to a plan member who incurred significant (Approx  $70,000) in claims due to hospitalization. I connected with the plan member and advisor to get the ball rolling on a resolution or to deliver bad news. Started investigation into options, eligibility and timelines.",True,2017-10-13T22:16:45.000+0000,False,False,005G0000002gyDHIAY,2017-10-13T22:13:07.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(604)809-4098,,dawn.daughton@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001qzOJ3AAM,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3093.0
5000A000000dKM4QAM,False,,00014252,0030A0000029WR5QAM,001G000000vkwnjIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Declined disability claim,Medium,Claim declined due to eligibility.  Employee was added 3 years late.,False,,False,False,005G0000002gyGzIAI,2017-10-14T00:11:26.000+0000,005G0000002gyGzIAI,2025-01-27T15:26:53.000+0000,0055o0000019VX9AAM,2025-01-27T15:26:53.000+0000,(250)886-8982,(250) 886-8982,insurance@melissahuston.com,(844)492-6435,,,,,,,,,,,,,,0.0,,0011600001lUjOfAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,3.0,0.0,0.0,,False,3093.0
5000A000000dMlkQAE,False,,00014270,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#294035 - October 2017 - Head Office Exception beyond 4 Month Rule,Medium,"Id#6, #18 and #19 were never terminated from the plan from 2016.  I requested to go back to the last renewal of February 1st - #19 used the 4 month rule (terminated June 2017), as there were claims incurred. 
This exception resulted in $2,652.84 of premium credit. Mg.",True,2017-10-17T11:34:48.000+0000,False,False,005G0000002gxymIAA,2017-10-17T11:34:42.000+0000,005G0000002gxymIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,001G000001gP97XIAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3089.0
5000A000000dMtjQAE,False,,00014271,003G000001Vsg3rIAB,001G000000urNDGIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,test- delete,Medium,,True,2017-11-07T15:48:06.000+0000,False,False,00516000006USTLAA4,2017-10-17T13:49:00.000+0000,00516000006USTLAA4,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(905) 948-2412,,joe.fiorino@hubinternational.com,,,,,,,,,,,,Other,,,0.0,,0011600001lUlcWAAS,0.0,False,,,,,,00516000006USTLAA4,,,,,,,0.0,0.0,0.0,,False,3089.0
5000A000000dNm0QAE,False,,00014272,003G0000018f7WNIAY,001G000000urN1OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Claim 14,Medium,"Dec 10: Copy of enrolment form not findable, but claim payment issued anyways for dep life claim. Sent direct to beneficiary on Dec 11, 2017.

Nov 8, 2017: Sent follow up email to Crystal the advisor assistant.

Oct 17 - received notification from advisor of EE passing away. Sent Life Claim/ Dep Life claim form as spouse is also covered as an EE under policy.",True,2017-12-10T19:10:20.000+0000,False,False,005G0000002gyDHIAY,2017-10-17T22:32:24.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(604) 466-8192,,kevin@apgbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjLyAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3089.0
5000A000000dOH3QAM,False,,00014273,003G0000018f7EbIAI,001G000000urMrxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Oct. 18/17-Plan Member Life Claim/Survivor Benefits,Medium,"Oct. 18/17-Please process Life Claim for plan member for policy 299645, id x.
Please send Life Claim Payment to my attention so the broker can deliver it.
Oct. 23/17-Hi B,
We have had confirmation of the survivor benefits setup for LL, is the widow of DL of Sontrac Equipment.

Please be advised survivor benefits for the health and dental benefit has now been set up effective October 07, 2017,  under identification SS00000005.

The survivor benefits have also been set up on the Drug card system. The pharmacist will have to enter relationship code 01.

The benefits continued are subjected to the same limitations and restrictions as the employee plan that was Inforce. 

This coverage will terminate October 07, 2019,  or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.

Oct. 31/17 Life payment $5,000.58 and survivor benefit card sent to Brian Crosby by FedEx to F55 Ottawa Centre.",True,2017-10-31T13:55:06.000+0000,False,False,005G0000002gy4AIAQ,2017-10-18T14:23:05.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)741-5460X245,(613) 720-1957,brianc@onelifewealth.com,,,,,,,,,,,,,,,0.0,,0011600001wR8kMAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3088.0
5000A000000dQ9kQAE,False,,00014274,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,,True,2017-10-19T21:22:28.000+0000,False,False,005G0000002heHMIAY,2017-10-19T21:22:28.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3087.0
5000A000000dQHFQA2,False,,00014292,0031600002a7JjJAAU,001G000000urN0wIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Death of Child,Medium,waiting for a death claim for a new born baby,False,,False,False,00516000007PWrfAAG,2017-10-19T23:21:11.000+0000,00516000007PWrfAAG,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(250) 869-3916,,jbeckerton@acera.ca,,,,,,,,,,,,,,,0.0,,0011600001zzeuuAAA,0.0,False,,,,,,00516000007PWrfAAG,,,,,,,0.0,0.0,0.0,,False,3087.0
5000A000000dSpYQAU,False,,00014324,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,,True,2017-10-23T16:27:33.000+0000,False,False,005G0000002heHMIAY,2017-10-23T16:27:27.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3083.0
5000A000000dT2DQAU,False,,00014325,003G0000018f70FIAQ,001G000000urMsxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Converting a UL YRT to Level COI,Medium,need to see what kind of policy to see limits.  If PLA I know it's to age 70.,True,2018-02-27T19:04:45.000+0000,False,False,0050A000000HukVQAS,2017-10-23T18:17:47.000+0000,0050A000000HukVQAS,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(506)433-4588,,greg@sunshinehousefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000HukVQAS,,,,,,,0.0,0.0,0.0,,False,3083.0
5000A000000dU7nQAE,False,,00014326,003G0000018f75pIAA,001G000000urMnVIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,HNW case 10M,High,Sent HNW on Seg and MF to Chris Lane and Dave Drummond. 4 actual copies sent to FC.,True,2017-10-24T16:56:11.000+0000,False,False,00516000007QT2AAAW,2017-10-24T16:55:43.000+0000,00516000007QT2AAAW,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(604)685-6521,(604) 644-9725,david@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2AAAW,,,,,,,0.0,0.0,0.0,,False,3082.0
5000A000000dU8CQAU,False,,00014327,003G0000018f6NWIAY,001G000000urMneIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,HNW case QGOF Sekhon,Medium,adjust new HNW proposal. Electronic version sent. Pending on actual copy request from advisor,True,2017-10-24T17:01:31.000+0000,False,False,00516000007QT2AAAW,2017-10-24T17:01:21.000+0000,00516000007QT2AAAW,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(604)685-5355,,jason@velawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2AAAW,,,,,,,0.0,0.0,0.0,,False,3082.0
5000A000000dVaRQAU,False,,00014346,0031600002SzG0HAAV,001G000000urMq5IAE,,,,,,,,Resolved,,In Person,,Accum dividends to TFSA,Medium,Explained taxation of Accum growth,False,,False,False,00516000006lhhBAAQ,2017-10-25T19:49:33.000+0000,00516000006lhhBAAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(519) 650-8111 ext 360,,radu.oniga@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhBAAQ,,,,,,,0.0,0.0,0.0,,False,3081.0
5000A000000dW9gQAE,False,,00014347,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#219742 - October 2017 - Ex-Gratia Request,Medium,"Id#144 - David presented at an EE meeting that there was the 10% Costco arrangement implemented on September 1st, 2017.  This was not added until October 1st therefore we have requested ex-gratia for an additional 10% of the claim, totalling $8.48. RC Approved by Ronetta Jones.",True,2017-10-26T13:15:41.000+0000,False,False,005G0000002gxymIAA,2017-10-26T13:15:36.000+0000,005G0000002gxymIAA,2017-10-26T13:15:41.000+0000,005G0000002gxymIAA,2018-10-05T23:36:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpPAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3080.0
5000A000000dWLrQAM,False,,00014353,0030A0000029lB8QAI,001G000000vkdnGIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia Payment,Medium,"Ex-Gratia payment approved in the amount of $320.00 on Oct 25, 2017.",True,2018-10-29T20:37:20.000+0000,False,False,0050A000000HrkQQAS,2017-10-26T15:50:48.000+0000,0050A000000HrkQQAS,2024-09-06T13:59:38.000+0000,0055o0000019VX9AAM,2024-09-06T13:59:38.000+0000,(905)338-3332,,michael@mbsecurefinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUgVfAAK,0.0,False,,,,,,0050A000000HrkQQAS,,,,,,,0.0,0.0,0.0,,False,3080.0
5000A000000dWPPQA2,False,,00014354,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#100905 - October 2017 - Open Enrollment,Medium,"Requested Open Enrollment for 2 employees (DOE July 3rd, 2013 and February 13th, 2017). - Approved by Sabrina Myzyka.",True,2017-10-26T16:26:15.000+0000,False,False,005G0000002gxymIAA,2017-10-26T16:26:11.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUkDmAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3080.0
5000A000000dWQYQA2,False,,00014355,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#273137 - October 2017 - HO Exception beyond 4 months,Medium,"PA added Id#20 with a salary of $40,000 monthly on April 1st, 2017.
HO agreed to go back to April 1st to make the correction of $40,000 annually. This correction resulted in a premium credit of $257.92. Mg.",True,2017-10-26T16:38:44.000+0000,False,False,005G0000002gxymIAA,2017-10-26T16:38:41.000+0000,005G0000002gxymIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpqAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3080.0
5000A000000dXQnQAM,False,,00014372,003G0000018f7WfIAI,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and creditor protection,Medium,,True,2017-10-27T15:21:09.000+0000,False,False,005G0000002heHMIAY,2017-10-27T15:21:03.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)532-1922,,myste@krugerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3079.0
5000A000000dXUBQA2,False,,00014373,0031600002PjUJeAAN,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Tax and bankruptcy,Medium,,True,2017-10-27T15:40:42.000+0000,False,False,005G0000002heHMIAY,2017-10-27T15:40:37.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)670-0480,,elly@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3079.0
5000A000000dZFcQAM,False,,00014374,003G0000018f7U3IAI,001G000000urN36IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#400724 - October 2017 - Head Office exception beyond 4 months,Medium,"Id#7 was to be terminated from the plan on March 21st, 2017 - I have obtained an exception to terminate back to this date.
This resulted in a premium credit in the amount of $911.68. Mg",True,2017-10-30T13:36:06.000+0000,False,False,005G0000002gxymIAA,2017-10-30T13:36:00.000+0000,005G0000002gxymIAA,2017-10-30T13:36:06.000+0000,005G0000002gxymIAA,2018-10-05T23:36:40.000+0000,(613) 599-6100 x 223,,gbaird@grbairdfin.com,,,,,,,,,,,,,,,0.0,,0011600001y3YHVAA2,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3076.0
5000A000000db3iQAA,False,,00014379,003G0000018f6U5IAI,001G000000urMvZIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#289903 - October 2017 - Change withdrawal Date of PAD,Medium,Client asked if we could postpone their November 1st withdrawal date to the 15th - approved by Shibani. Mg.,True,2017-10-31T19:24:23.000+0000,False,False,005G0000002gxymIAA,2017-10-31T19:24:19.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)591-3900X223,(613) 266-6123,jack@mcauleyfinancial.com,,,,,,,,,,,,,,,0.0,,001G000000yYu6xIAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3075.0
5000A000000db4lQAA,False,,00014380,003G0000018f6U5IAI,001G000000urMvZIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#289903 - September 2017 - Change withdrawal date on PAD,Medium,Client asked us to delay the September 1st withdrawal date for their premiums to Oct 20th,True,2017-10-31T19:30:34.000+0000,False,False,005G0000002gxymIAA,2017-10-31T19:30:29.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)591-3900X223,(613) 266-6123,jack@mcauleyfinancial.com,,,,,,,,,,,,,,,0.0,,001G000000yYu6xIAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3075.0
5000A000000dgphQAA,False,,00014397,003G0000018f6kxIAA,001G000000urMo8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Grandfathered Survivor Benefits - eff Nov 1, 2017 term June 27, 2019",Medium,Surviving spouse under id SS99999999 - this was grandfathered with transfer of the group policy. Copy of SS letter in client efile.,True,2017-11-06T17:24:44.000+0000,False,False,005G0000002gyDHIAY,2017-11-06T17:24:41.000+0000,005G0000002gyDHIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(604)722-4910,(604) 722-4910,abraham@pcbenefits.ca,,,,,,,,,,,,,,,0.0,,0010A000002Jc5TQAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3069.0
5000A000000dhErQAI,False,,00014398,003G000001C2KgAIAV,001G000000wiigsIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,LTD-decline-re; hours- H.O. looking for more doc.,Medium,"Nov 6/17- disability office has declined an employee , re; he was on a grtw  , they averaged his earnings out, he came in at 23.5... minimum no. is 24...  EE is providing documentation to our disability department .   still pending...Jeff has gone to Shibani to seek approval if we need it to 20 hours.",True,2017-11-06T20:52:33.000+0000,False,False,005G0000002gy4FIAQ,2017-11-06T20:52:01.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 699-6104,,deac6670@gmail.com,(613) 680-4131,,,,,,,,,,,Other,,,0.0,,00116000022fWhzAAE,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3069.0
5000A000000diMDQAY,False,,00014416,003G0000018f7MoIAI,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nov. 7/17-Advance Life Claim Payment,Medium,"Nov. 7/17 -FP is dying of cancer, can you process this advance payment request?
Documents sent to HO.
Jan. 3/18-According to my information an advance payment cheque went out to Francis on November 15th, 2017",True,2018-01-03T21:12:12.000+0000,False,False,005G0000002gy4AIAQ,2017-11-07T18:36:52.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)764-0213,(613) 882-5938,mario@clearviewwealthmanagement.ca,(613)427-2027,,,,,,,,,,,,,,0.0,,0011600001lUkVFAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3068.0
5000A000000dlxMQAQ,False,,00014422,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Farm estate planning,Medium,,True,2017-11-09T20:59:50.000+0000,False,False,005G0000002heHMIAY,2017-11-09T20:59:44.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3066.0
5000A000000dly5QAA,False,,00014423,003G0000018f7WfIAI,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Tax planning,Medium,,True,2017-11-09T21:03:27.000+0000,False,False,005G0000002heHMIAY,2017-11-09T21:03:23.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)532-1922,,myste@krugerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3066.0
5000A000000dlzDQAQ,False,,00014424,003G0000024MgaVIAS,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and Indian bands,Medium,All contact via Paul Li,True,2017-11-09T21:09:41.000+0000,False,False,005G0000002heHMIAY,2017-11-09T21:09:36.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(587)919-6100,,jason.stewart@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3066.0
5000A000000dlzNQAQ,False,,00014425,0031600002Mo392AAB,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Farm estate planning,Medium,Emersons,True,2017-11-09T21:11:25.000+0000,False,False,005G0000002heHMIAY,2017-11-09T21:11:19.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780) 533-3456,,delecia@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3066.0
5000A000000dlzwQAA,False,,00014426,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning,Medium,,True,2017-11-09T21:16:47.000+0000,False,False,005G0000002heHMIAY,2017-11-09T21:16:43.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3066.0
5000A000000dmZ6QAI,False,,00014443,003G0000018f7iuIAA,001G000000urN05IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Labrador Business Owner,High,"We have prepared multiple options.  Enhanced wealth, term and UL limited pay.  Limited pay rate was not competitive with sunlife.  Went to pricing and were able to beat sunlife premiums but csv values were better with sunlife.  I looked at enhanced wealth with enhancement with a 10 year offset and were able to beat DB values and cash values against sunlife.  Client meeting is next week.",False,,False,False,00516000007QT21AAG,2017-11-10T10:44:41.000+0000,00516000007QT21AAG,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(709)237-4122,(709) 685-4838,hmurphy@murphyneil.ca,(709)237-5125,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,00516000007QT21AAG,,,70116000001BFikAAG,,,Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,3065.0
5000A000000dmwjQAA,False,,00014444,0030A000001XqFyQAK,0010A000001pMyMQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Set up GroupNet Training,Medium,,True,2017-11-30T13:47:38.000+0000,False,False,005G0000002gy6XIAQ,2017-11-10T16:35:05.000+0000,005G0000002gy6XIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(519) 521-3906,,heathercuddy@rogers.com,,,,,,,,,,,,Other,,,0.0,,0010A000001pMyMQAU,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,3065.0
5000A000000ds1pQAA,False,,00014453,0030A000001a0FfQAI,0011600001usxJMAAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Unhappy employees?,Medium,Called to do Plan Admin training.  Lynda is upset that there is a plan.  She does not think any of the employees know about it or want it and that they will be very unhappy about having to pay part of it.  She said legally employees have to be notified when deductions are being made and that they have to agree to it before she can do it.  None of them have been advised.,True,2017-11-15T16:53:24.000+0000,False,False,005G0000002gy6XIAQ,2017-11-15T16:53:07.000+0000,005G0000002gy6XIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(519) 550-5754,,renee.stewart@live.com,,,,,,,,,,,,,,,0.0,,0011600001usxJMAAY,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,3060.0
5000A000000dtUhQAI,False,,00014457,003G0000018f6cqIAA,001G000000urMsqIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Phone,,Jean Guy Potvin,Medium,"spoke with the advisor about this case. sent me tjis. Bonjour Emil

Voici un suivi à propos du client dont nous avons discuté la semaine dernière. M Potvin m’a dit qu’il est en  rétablissement d’une opération qu’il a subi la semaine dernière. Il est toujours intéressé à ce qu’on fasse un entrevue téléphonique à trois lorsqu’il sera prêt.
Donc dès que j’ai des nouvelles je communiquerai avec toi.  

Bonne journée!

Robert Jones",False,,False,False,005160000068bqBAAQ,2017-11-16T15:46:32.000+0000,005160000068bqBAAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,,,,Quotation,0.0,0.0,0.0,,False,3059.0
5000A000000dtt9QAA,False,,00014458,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Proposed federal tax changes 2017,Medium,,True,2017-11-16T18:53:41.000+0000,False,False,005G0000002heHMIAY,2017-11-16T18:53:35.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3059.0
5000A000000dtu6QAA,False,,00014459,003G0000018f7OTIAY,0011600001yla1rAAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2017-11-16T18:54:54.000+0000,False,False,005G0000002heHMIAY,2017-11-16T18:54:48.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3059.0
5000A000000dtuLQAQ,False,,00014460,003G0000018f7OTIAY,0011600001yla1rAAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate ownership of LI,Medium,,True,2017-11-16T18:55:47.000+0000,False,False,005G0000002heHMIAY,2017-11-16T18:55:42.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3059.0
5000A000000dtuaQAA,False,,00014461,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxation of estate,Medium,,True,2017-11-16T18:57:03.000+0000,False,False,005G0000002heHMIAY,2017-11-16T18:56:59.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3059.0
5000A000000dtv9QAA,False,,00014462,0031600002K9K1DAAV,001G000000urMx7IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxable benefits,Medium,,True,2017-11-16T19:00:59.000+0000,False,False,005G0000002heHMIAY,2017-11-16T19:00:53.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)451-4476,(780) 686-7568,ehren@benefexconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3059.0
5000A000000dtvJQAQ,False,,00014463,003G0000018f7WhIAI,001G000000urMwzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate ownership of LI,Medium,,True,2017-11-16T19:02:56.000+0000,False,False,005G0000002heHMIAY,2017-11-16T19:02:51.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)624-3914,,ivan@buchholtzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3059.0
5000A000000dtviQAA,False,,00014464,003G0000018f75IIAQ,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2017-11-16T19:06:14.000+0000,False,False,005G0000002heHMIAY,2017-11-16T19:06:09.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)465-5201,(780) 906-7893,susan@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3059.0
5000A000000dtwCQAQ,False,,00014465,0031600002BAa37AAD,001G000000urMofIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Deductibility of LI premiums,Medium,All contact via Nathan Smith,True,2017-11-16T19:10:43.000+0000,False,False,005G0000002heHMIAY,2017-11-16T19:10:39.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(639)480-7470,(306) 237-7613,jordan@cleghornwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3059.0
5000A000000dtwRQAQ,False,,00014466,003G0000018f7PyIAI,001G000000urMxmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Deductibility of LI premiums,Medium,,True,2017-11-16T19:11:58.000+0000,False,False,005G0000002heHMIAY,2017-11-16T19:11:53.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(403) 823-4212,,advisorone@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3059.0
5000A000000dtwWQAQ,False,,00014467,0031600002T0cmoAAB,001G000000urMoeIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate ownership of LI,Medium,,True,2017-11-16T19:15:53.000+0000,False,False,005G0000002heHMIAY,2017-11-16T19:13:15.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)800-6980,,daniel@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3059.0
5000A000000dwmUQAQ,False,,00014484,0031600002cIznIAAS,0015o000008CyzhAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Medium,All contact via Chris Thompson and Nathan Smith,True,2017-11-20T16:42:31.000+0000,False,False,005G0000002heHMIAY,2017-11-20T16:42:26.000+0000,005G0000002heHMIAY,2024-01-18T15:32:04.000+0000,0055o0000019VX9AAM,2024-01-18T15:32:05.000+0000,(306)230-5489,(306) 230-5489,sheriann@eaglewoodwealthmgmt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3055.0
5000A000000dwmtQAA,False,,00014485,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Medium,"Boucher
Jeremiah Richardson also involved",True,2017-11-20T16:45:15.000+0000,False,False,005G0000002heHMIAY,2017-11-20T16:45:09.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3055.0
5000A000000dx52QAA,False,,00014486,003G0000018f7WfIAI,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Capital gains exemption planning,Medium,"Rick and Monique, MINT",True,2017-11-20T19:50:28.000+0000,False,False,005G0000002heHMIAY,2017-11-20T19:50:23.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)532-1922,,myste@krugerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3055.0
5000A000000dx9UQAQ,False,,00014487,003G0000018f7TZIAY,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nov. 7/17- Dependent Life Claim,Medium,"Nov. 7/17-Dependent Life Claim for MC sent to HO by email.
Nov. 20/17-Dependent Life Claim $10,003.22 sent to Vincent by FedEx",True,2017-11-20T20:58:09.000+0000,False,False,005G0000002gy4AIAQ,2017-11-20T20:58:06.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(819) 777-2882,(819) 664-2039,lf@groupemajor.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjbVAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3055.0
5000A000000dxutQAA,False,,00014488,003G0000018f6aWIAQ,0011600001viopTAAQ,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Email,,Ethier DI,Medium,Client has recently got new group benefits including a $3800/mth DI policy. She currently has a $3625/mth DI individual plan with Pierre but is looking to modify this to a $1725/mth plan to maximize her coverage. Pierre has been asked to get a copy of the benefits manual before we make any changes to this plan to ensure we are not doing her harm by making changes.,False,,False,False,0050A000000Hu4yQAC,2017-11-21T15:49:59.000+0000,0050A000000Hu4yQAC,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(705)998-2910X4259,(705) 498-8123,pierre.boivin@rlfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hu4yQAC,,,,,,,2.0,0.0,0.0,,False,3054.0
5000A000000dyBzQAI,False,,00014489,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Retroactive Commission request,Medium,"Retroactive commission processed back to inception (over $42,000) paid out.",True,2017-11-21T18:45:54.000+0000,False,False,005G0000002gy4PIAQ,2017-11-21T18:45:47.000+0000,005G0000002gy4PIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001sDwIoAAK,0.0,False,,,,,,005G0000002gy4PIAQ,,,,,,,0.0,0.0,0.0,,False,3054.0
5000A000000dzAOQAY,False,,00014490,0030A000001aHL2QAM,0010A000002LzVdQAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,JDB ADMINPLEX TPA SET UP- BILLING PROCESS NEG.,High,On going discussions with Adminplex on set up of TPA billing and remittance process.,True,2022-05-18T14:55:54.000+0000,False,False,00516000006USTLAA4,2017-11-22T15:51:13.000+0000,00516000006USTLAA4,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(416) 495-4342,,jwenzel@adminplex.ca,,,,,,,,,,,,Other,,,0.0,,00116000024s50EAAQ,0.0,False,,,,,,00516000006USTLAA4,,,,,,Presentation,0.0,0.0,0.0,,False,3053.0
5000A000000mPq5QAE,False,,00014510,0031600002KcupDAAR,0015o000008Cz06AAC,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of CI,Medium,All contact via Lindsay Buhnai,True,2017-11-24T16:40:15.000+0000,False,False,005G0000002heHMIAY,2017-11-24T16:40:10.000+0000,005G0000002heHMIAY,2024-04-03T13:32:36.000+0000,0055o0000019VX9AAM,2024-04-03T13:32:37.000+0000,(306) 244-0949,,lisa.boechler@wiegers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3051.0
5000A000000mPqGQAU,False,,00014511,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Business issues,Medium,,True,2017-11-24T16:42:25.000+0000,False,False,005G0000002heHMIAY,2017-11-24T16:42:19.000+0000,005G0000002heHMIAY,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3051.0
5000A000000mUloQAE,False,,00014530,003G000001C3YXBIA3,001G000000wjNqkIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Ex-Gratia for owner,Medium,"The employee in question is also the owner of the company and had given his chiropractic receipts to his bookkeeper for submission to Great West Life. The bookkeeper held onto the receipts and the owner only recently discovered they were never submitted to Great West Life. While this is an internal company issue, we are asking for the ex-gratia payment as the business owner is key to keeping this group with Great West Life and both owner and advisor understand an exception is been requested on their behalf.

Approved Nov 21 - advised advisor",True,2020-05-21T16:51:08.000+0000,False,False,005160000070kMqAAI,2017-11-29T23:47:33.000+0000,005160000070kMqAAI,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(250) 729-0904 ex 3261,(250) 667-4518,kol.jepson@investorsgroup.com,(250) 729-0908,,,,,,,,,,,,,,0.0,,001G000001CrkH0IAJ,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3046.0
5000A000000mVRQQA2,False,,00014538,003G0000018f7OSIAY,001G000000urMohIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Disability -return to work issue,High,"contacted by the new advisor.  In going through the policy and meeting with the client a few items were identified.  
The most important was that an employee had gone on a disability claim and had returned to work, however GWL was never notified.  There was plan administration changes and extenuating circumstances.

as the employee had been at work for almost a year they did not feel comfortable with asking him to pay back premiums.  

the advisor and I discussed and to see if we could have an exception made (one time) that he be added on a go forward basis so no medical required nor would back premiums need to be collected.

This is a long standing client and have been very happy with GWL. 

This was approved Nov. 30th. 

Advisor and GWL sales member emailed with the positive news.",True,2017-11-30T17:41:35.000+0000,False,False,00516000006l6nrAAA,2017-11-30T17:40:36.000+0000,00516000006l6nrAAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(306)290-6781,(306) 290-6781,brett.cross@wealthinfocus.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmd1AAC,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3045.0
5000A000000mX2NQAU,False,,00014539,0030A0000029cOoQAI,001G000000wjNqgIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Web,,Jayne Clements Denied STD claim,Medium,"Jayne was denied STD coverage following a fall which then turned into a cancer diagnosis. the claim was denied on the basis that the advisor of QAI suggested jayne postpone applying for DI and first apply for excess insurance.
She was denied for excess insurance and as a result she submitted her WI claim late.
an appeal was made and this was also denied
following a call with Stephanie Pakkish, the DMSO is prepared to waive the late app provision and backdate the claim. the claim is set to be processed and will roll into an LTD claim following the termination of the WI portion",True,2017-12-01T22:15:21.000+0000,False,False,00516000007PYjdAAG,2017-12-01T22:14:57.000+0000,00516000007PYjdAAG,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(604)541-9334,,sean.oliver@ig.ca,(604)541-9343,,,,,,,,,,,,,,0.0,,0011600001lUdbzAAC,0.0,False,,,,,,00516000007PYjdAAG,,,,,,,0.0,0.0,0.0,,False,3044.0
5000A000000mYUhQAM,False,,00014540,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Tax planning,Medium,,True,2017-12-04T17:06:57.000+0000,False,False,005G0000002heHMIAY,2017-12-04T17:06:52.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3041.0
5000A000000mYUmQAM,False,,00014541,003G0000018f7OTIAY,0011600001yla1rAAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to corporation,Medium,,True,2017-12-04T17:08:34.000+0000,False,False,005G0000002heHMIAY,2017-12-04T17:08:28.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3041.0
5000A000000mYVaQAM,False,,00014542,003G0000018f6UFIAY,001G000000urMooIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI as collateral for loan,Medium,,True,2017-12-04T17:18:01.000+0000,False,False,005G0000002heHMIAY,2017-12-04T17:17:56.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(306)222-8860,(306) 222-8860,gary@rusufinancialinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3041.0
5000A000000maNOQAY,False,,00014544,003G0000018f7LfIAI,001G000000urMnzIAE,,,,,,Life,,In Progress,,In Person,,Case Consultation,Medium,Consultation on a 8 million dollars case.,False,,False,False,00516000006lhigAAA,2017-12-05T21:29:56.000+0000,00516000006lhigAAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(604)438-1232X6321,(604) 506-8793,ellen.li@wisdomstarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhigAAA,,,,,,,0.0,0.0,0.0,,False,3040.0
5000A000000maNTQAY,False,,00014545,0031600002NtaVbAAJ,001G000000urMnzIAE,,,,,,Life,,Open,,In Person,,JFW,Medium,JFW,False,,False,False,00516000006lhigAAA,2017-12-05T21:31:03.000+0000,00516000006lhigAAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(778)628-7823,(778) 628-7823,kevin.you@san-ai.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhigAAA,,,,,,,0.0,0.0,0.0,,False,3040.0
5000A000000maT8QAI,False,,00014546,0031600002C5IO7AAN,0011600001m0oiGAAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#246732 - December 2017 - Employee Opt out Completely,Medium,"Id#7 signed a document indicating that she wishes to opt out of the plan completely.  She is aware that should she wish to join the plan in the future, she will be considered a late applicant. Mg.",True,2017-12-05T22:42:37.000+0000,False,False,005G0000002gxymIAA,2017-12-05T22:42:33.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 763-1491 x100,(613) 851-5566,hugh@procorpfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNzAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3040.0
5000A000000mbOhQAI,False,,00014547,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#272820 - December 2017 - Late Applicant Medical Fee Waived,Medium,"Employee E. Gagne applying as a late applicant.  Due to a missed appointment with the nurse, there was a $66.55 fee.
We requested that this be waived as an exception - approved by Helen Lagasse. Mg.",True,2017-12-06T18:54:03.000+0000,False,False,005G0000002gxymIAA,2017-12-06T18:53:59.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlnkAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3039.0
5000A000000mbZfQAI,False,,00014548,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#261959 - December 2017 - Ex-Gratia Request,Medium,Id#2 - $35.00 dental claim not paid due to a procedure code not being eligible on the same day as regular polishing.  Ex-gratia approved. Mg.,True,2017-12-06T20:52:58.000+0000,False,False,005G0000002gxymIAA,2017-12-06T20:52:55.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNVAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3039.0
5000A000000mcfGQAQ,False,,00014549,0030A000001YPBhQAO,001G000000wjRwGIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Phone,,OCC Claim - Cert 52,Medium,"The dependent of ID #52 (Dustin S) has gone into pre-term labor in Hawaii. 
The dependent was just shy of 25 weeks pregnant. she has been instructed to not leave the hospital in Hawaii and cannot be mobile even via air ambulance. We anticipate a large claim. I have notified the advisor",False,,False,False,00516000007PYjdAAG,2017-12-07T19:11:21.000+0000,00516000007PYjdAAG,2021-02-28T18:16:26.000+0000,005G000000682LaIAI,2021-02-28T18:16:27.000+0000,,,brandy.stahlbrand@hubinternational.com,,,,,,,,,,,,,,,0.0,,0010A000006rWZhQAM,0.0,False,,,,,,00516000007PYjdAAG,,,,,,,0.0,0.0,0.0,,False,3038.0
5000A000000meDSQAY,False,,00014566,003G0000018f6hHIAQ,001G000000urMnpIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Product Question,Email,,ExGratia,Medium,"Looking into a previously approved ex-gratia case, this was approved in 2013 for TMJ Disorder.  We are looking into determine if this approval is carried forward to current claims",False,,False,False,00516000007PYjdAAG,2017-12-08T23:40:23.000+0000,00516000007PYjdAAG,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(604)868-1522,(604) 868-1522,gary@ghughesgroup.com,,,,,,,,,,,,,,,0.0,,0011600001l4ZK2AAM,0.0,False,,,,,,00516000007PYjdAAG,,,,,,,0.0,0.0,0.0,,False,3037.0
5000A000000migiQAA,False,,00014567,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,#403146 - December 2017 - Lift Claims Suspension,Medium,Jill was able to have this policy removed from claims suspension.,True,2017-12-13T16:05:14.000+0000,False,False,005G0000002gxymIAA,2017-12-13T16:05:08.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,00116000021Jvt1AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3032.0
5000A000000mivPQAQ,False,,00014568,0031600002YSC4AAAX,001G000000urMo8IAE,,,,,,,,Open,,In Person,,Referral,Medium,Previous JFW yielded a referral. Potential client has received a inheritance and is unsure what to do. Initial meeting is 12/13/17,False,,False,False,0050A000000HrzVQAS,2017-12-13T17:44:45.000+0000,0050A000000HrzVQAS,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(604)375-5166,(604) 375-5166,richard@numofinancial.com,(604)337-2908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000HrzVQAS,,,,,,,0.0,0.0,0.0,,False,3032.0
5000A000000mkTgQAI,False,,00014569,0030A000001YPPjQAO,001G000000wjNrnIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia Request for #7,Medium,"We received a request thru the advisor and account manager, Adam, to pay claims for #7 for accupuncture from 2015. After requesting further details, was advised that the employee was not aware these were covered under the plan and the account manager asked that we request the ex-gratia request.
The ex-gratia request was declined as it was determined that in both 2014 and 2015, accupuncture claims were paid for this employee. Adam was surprised as he was verbally told by the PA that they were not aware. He went ahead and contacted advisor and let them know why we will not be paying these claims.",True,2017-12-14T19:16:56.000+0000,False,False,005160000070kMqAAI,2017-12-14T19:16:49.000+0000,005160000070kMqAAI,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,,,bonny.stedman@investorsgroup.com,,,,,,,,,,,,,,,0.0,,001G000001bURPPIA4,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3031.0
5000A000000mkaXQAQ,False,,00014570,0031600002B88RfAAJ,0011600001lUmTkAAK,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Employee Disability Issue- PA Never Reinstated,Medium,"Dec 7/17- Received email request from the advisor to assist plan administrator with an employee who retunred to work in 2015 from disability but was never reinstated.  

Dec 7/17- While reviewing the request to reinstate the EE received notification fromt he disability department that this EE had submitted another WI claim.  The EE was very upset that they had not received any confirmation on coverage.

Dec 7/17- Emailed one-time exception request to head office for an exception to reinstate the EE Short Term Disability and what options would be available.

Dec 12/17- Received email from h/o that they will approve reinstatement of the EE disability back to 2015 if the client agrees to pay all back premiums.  In the email exception the pending STD claim was acknowledged.  

Dec 13/17- Advisor was advised via email of what approval we have been given that the pending WI claim can proceed for review if back premiums are paid.  

Advisor came back stating the client would move forward agreeing to pay back premiums but they would like to know approximate cost.

Dec 13/17- Asked for the assistance of admin team member to run an estimate cost for this EE using ARC knowing that this would be an estimate as a few renewal periods would have been completed.",False,,False,False,0050A000000HuyBQAS,2017-12-14T20:33:55.000+0000,0050A000000HuyBQAS,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(604)469-6636,,,,,,,,,,,,,,,,,0.0,,0011600001lUbnQAAS,0.0,False,,,,,,0050A000000HuyBQAS,,,,,,,0.0,0.0,0.0,,False,3031.0
5000A000000mnzaQAA,False,,00014604,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#294575 - November 2017 - Ex-Gratia Request,Medium,Id#15 - Dental Claim declined due to prior extraction clause in the amount of $760,True,2017-12-18T20:09:03.000+0000,False,False,005G0000002gxymIAA,2017-12-18T20:09:00.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kEtZbIAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3027.0
5000A000000mr8QQAQ,False,,00014607,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#290488 - December 2017 - Ex-Gratia Request,Medium,Id#5 - The Sleep Activity Monitor requested by the advisor to be paid (not a covered expense) in the amount of $589.54.,True,2017-12-21T00:19:00.000+0000,False,False,005G0000002gxymIAA,2017-12-21T00:18:56.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,001G0000011bqnXIAQ,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3025.0
5000A000000mvQxQAI,False,,00014610,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#401616 - December 2017 - Head Office Exception - No Late Applicant,Medium,"Id#41 was to be added with benefits effective, August 15th 2017.  Client signed a letter to pay back premiums and not treat this employee as late.",True,2017-12-27T18:20:56.000+0000,False,False,005G0000002gxymIAA,2017-12-27T18:20:53.000+0000,005G0000002gxymIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001zzapJAAQ,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3018.0
5000A000000mwK2QAI,False,,00014611,003G0000018f6rdIAA,0015o000008CyzgAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Employee salary error caused disability payment issue,Medium,"Nov 15/17 - contacted by the advisor as they had taken over policy from retiring advisor.  In discussion with new pa that an employee on WI learned his salary had not been updated in our system and thus not paid enough with his claim.  The Pa feels terrible that she was never trained or told that her responsibility was to update salaries on the system and they are trying to make things right.  Asked if we could have an exception done to so that the employee would receive accurate payments.

Nov. 16 /17 - discussion with the pa on when the salaries should have been updated in the system and amounts.  As no ee had salary updates when she reviewed.

Nov. 17/17 - email sent to HO for exception to be made.  confirmation was sent on when the EE's salary should have been updated and the amount.  sent request that this was an error and we are training the PA so it doesn't happen in the future.  

Nov. 21/17 - HO came back with some questions and to confirm what other employees salaries should be and their effective date of change.

Called PA same day however she is busy with year end and will send next week.

Dec 4/17 followed up with requested information on the other ee salay information

Dec. 4/17 received the requested information.  Sent for approval at HO.

Dec. 7/17 we were given approval to update this employee and all other employees, thus also increase the payments that the employee on WI was receiving as they agreed to pay the back premiums.

updated advisor with this information Dec. 7/17",True,2017-12-28T22:16:55.000+0000,False,False,00516000006l6nrAAA,2017-12-28T22:16:50.000+0000,00516000006l6nrAAA,2024-01-29T15:33:58.000+0000,0055o0000019VX9AAM,2024-01-29T15:33:58.000+0000,(306)653-3515X4,(306) 380-4947,tammy.richmond@soterragroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUlaiAAC,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3017.0
5000A000000mzzmQAA,False,,00014612,003G0000018f82JIAQ,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#106163 - December 2017 - Survivor Benefits,Medium,"Survivor Benefits SS00000006 - to be terminated December 1st, 2019",True,2018-01-03T15:45:54.000+0000,False,False,005G0000002gxymIAA,2018-01-03T15:45:41.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 760-2943,,jgardner@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOjAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3011.0
5000A000000n1fAQAQ,False,,00014613,003G0000018f6UFIAY,001G000000urMooIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Medium,,True,2018-01-04T19:55:40.000+0000,False,False,005G0000002heHMIAY,2018-01-04T19:55:33.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(306)222-8860,(306) 222-8860,gary@rusufinancialinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3010.0
5000A000000n1h1QAA,False,,00014614,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Medium,,True,2018-01-04T20:22:15.000+0000,False,False,005G0000002heHMIAY,2018-01-04T20:22:10.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3010.0
5000A000000n3JkQAI,False,,00014615,0031600002YzYlBAAV,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Meet with accountant (COI),Medium,Mike Wilde,True,2018-01-06T12:34:47.000+0000,False,False,005G0000002heHMIAY,2018-01-06T12:33:03.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(403)966-4478,(403) 966-4478,peter.rowe@hitsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3008.0
5000A000000n65RQAQ,False,,00014621,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#401616 - January 2017 - Head Office Correction,Medium,"Id#41 was put into the incorrect benefit class - Corrected this back to August 15th, 2017.",True,2018-01-09T17:41:04.000+0000,False,False,005G0000002gxymIAA,2018-01-09T17:41:00.000+0000,005G0000002gxymIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001zzapJAAQ,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3005.0
5000A000000n6ExQAI,False,,00014622,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#219742 - January 2018 - Head Office Exception,Medium,"Id#146 should have added their spouse back on April 1st, 2017, but because the PM was waiving dependent coverage, she did not think that she had to.  Exception made to add spouse without late applicant restrictions. Mg",True,2018-01-09T19:01:48.000+0000,False,False,005G0000002gxymIAA,2018-01-09T19:01:44.000+0000,005G0000002gxymIAA,2018-01-09T19:01:48.000+0000,005G0000002gxymIAA,2018-10-05T23:36:40.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpPAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3005.0
5000A000000n7doQAA,False,,00014623,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,#295495 - January 2018 - Court Order Claim,Medium,"Id#26 - suffered a dental accident out of country - we pended claim due to additional information required.  PM not happy - contacted a lawyer to sue GWL - we tried to request ex-gratia but was denied due to the matter being before the courts. If any offer to settle will be made, the Law Department will reach out to the plan member. Mg.",True,2018-01-10T20:29:45.000+0000,False,False,005G0000002gxymIAA,2018-01-10T20:29:35.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kmjnsIAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3004.0
5000A000000nApJQAU,False,,00014625,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#271461 - January 2018 - Ex-Gratia Request,Medium,"Id#32 was not using their drug card, and using the manufactuers rebate card when claiming.  As a result, we were not adjudicating the claim properly (due to not using the drug card).  We have had all drug claims re-assessed, and the final $185.55 out of pocket amount was requested and approved as ex-gratia.  Carole has advised the client to use their drug card to avoid issues moving forward. Mg.",True,2018-01-12T20:42:22.000+0000,False,False,005G0000002gxymIAA,2018-01-12T20:42:17.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqVAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3002.0
5000A000000nDYpQAM,False,,00014626,0031600002B7zr3AAB,0011600001lUiz3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Banking issue resulting claims suspension,Medium,"Jan 12th, Christine called as one of their employees could not log in to GroupNet. She then advised that the payment submitted December 13 has not yet come out of their account. Checked and noticed December premium is outstanding and policy went into claims suspension on the Jan 8th. Christine emailed me a copy of their online banking receipt and went and checked with banking to search for payment plus asked Charito to release claims suspension on the basis of then been a long term client with no payment issues in last 8 years.
Ryan Davies then called as Christine had called advisor Ted who called Ryan. By then Charito emailed back advising she will release suspension so advised Ryan and called Christine back. Christine was angry that her employees claims were suspended and she was not told before hand. A letter was mailed out but she had not received it as it sent out on the claims suspension date. Christine referenced that the same thing had happened to another group and she wanted something higher to call her on this. She went on to day that she is speaking to her lawyer about what GWL did. She did clarify that she was not angry at me but at the fact that GWL did this. Advised I would have Ryan call her, spoke to Ryan and he said he would call Monday Jan 15th.
Charito that this group has been paying by online baking leading to manual intervention and unfortunately now an error. She is requesting that this group go to Cheque or PAD. Emailed Ryan to see if he wants to bring this up on his call otherwise I will call Christine.

Ryan called Christine, they will be moving forward to PAD. Left Christine a voicemail and then emailed her PAD form and instructions",True,2018-01-15T23:03:13.000+0000,False,False,005160000070kMqAAI,2018-01-15T20:34:30.000+0000,005160000070kMqAAI,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(250)389-2760,,c_bowles@jea.ca,,,,,,,,,,,,,,,0.0,,0011600001lUiz3AAC,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,2999.0
5000A000000nDnBQAU,False,,00014627,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Jan. 9/18-5 month credit request,Medium,"Jan.9/18-Please process employee terminations for policy 298134 for the following employees:

•        SC, cert. # xx:  22 juin 2017
•        TJ cert. # xx:  1er septembre 2017
•        VE, cert. # xx: 21 juillet 2017
The WISE broker is asking for the 5 months worth of credit, where applicable, as an exception.
Jan. 15/18-Hi R,
This has now been processed.  Below EEs have been terminated eff. Aug 8/17.

Thanks! 
RP",True,2018-01-15T21:55:34.000+0000,False,False,005G0000002gy4AIAQ,2018-01-15T21:55:30.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001sH6NrAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2999.0
5000A000000nERBQA2,False,,00014628,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Amalgamation and LI,Medium,,True,2018-01-16T13:47:50.000+0000,False,False,005G0000002heHMIAY,2018-01-16T13:47:43.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,2998.0
5000A000000nL8BQAU,False,,00014629,003G0000018f7mxIAA,001G000000urN2uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#257822 - January 2018 - Welcome Plan Exception beyond 4 Months,Medium,"#138100 Div 980 - Id#10253 - PM obtained OHIP May 1st, 2017 and did not let their employer know to cancel the Welcome Plan.  We obtained an exception to terminate beyond 4 months, as there were no claims. Mg.",True,2018-01-19T19:29:58.000+0000,False,False,005G0000002gxymIAA,2018-01-19T19:29:54.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)727-0424,(613) 850-5749,accounting@bennettinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkEaAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2995.0
5000A000000nMnoQAE,False,,00014646,003G0000018f7TdIAI,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#402635 - January 2018 - Ex-Gratia Request,Medium,"Id#2 - Periodontal Re-evaluation not a covered expense under our plans. As an exception, we requested a one time payment to cover this - $43.00 at 80% for a total ex-gratia of $34.40.  Mg.",True,2018-01-22T14:14:08.000+0000,False,False,005G0000002gxymIAA,2018-01-22T14:14:04.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 834-3268,,jdoolan1@rogers.com,,,,,,,,,,,,,,,0.0,,00116000021j5EPAAY,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2992.0
5000A000000nN9zQAE,False,,00014647,003G0000018f74sIAA,001G000000urMrjIAE,,,,,,DI,,In Progress,,In Person,,Joseph DI,Medium,Client is an engineer referral looking to establish a full insurance plan.  Arie wanted help in the design and presentation of the DI piece.,False,,False,False,0050A000000HvzUQAS,2018-01-22T17:19:55.000+0000,0050A000000HvzUQAS,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)384-5530,(613) 921-6874,arie@monarch-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000HvzUQAS,,,,,,,0.0,0.0,0.0,,False,2992.0
5000A000000nOZeQAM,False,,00014648,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#277223 - January 2018 - Ex-Gratia Request,Medium,"Id#29  purchased a Freestyle Libre device that is not currently covered under our plans.  We were granted a one-time exception to have this paid, in the amount of $494.00, while head office reviews this device for future eligibility.  Mg.",True,2018-01-23T15:41:07.000+0000,False,False,005G0000002gxymIAA,2018-01-23T15:41:04.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpEAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2991.0
5000A000000nPmeQAE,False,,00014649,0031600002UcAnEAAV,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment,Medium,"Jan 23 - emailed Sabrina to request open enrollment, have request from advisor not PA so will see if this is accepted

Feb 1 - open enrolment approved, emailed Tasha",True,2018-02-01T18:14:37.000+0000,False,False,005160000070kMqAAI,2018-01-23T23:03:41.000+0000,005160000070kMqAAI,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(250) 589-2427,,tasha@sbbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhVnAAK,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,2991.0
5000A000000nRitQAE,False,,00014650,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#400963  - January 2018 - Late Applicant Exception,Medium,"Id#11 was not added to the plan in time - Exception to add EE, effective November 8th, 2017. Mg.",True,2018-01-25T12:45:22.000+0000,False,False,005G0000002gxymIAA,2018-01-25T12:45:18.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001uF0OIAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2989.0
5000A000000nSUsQAM,False,,00014653,003G000001F4lkdIAB,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Jan. 25/18-Severance Request,Medium,"Jan. 26/18
Selectpac Member Admin:

ID #61 JM  	 LIFE/CI/WI/STD		January 23/2018	to	February 12/2018				 
HC/DC 			January 23/2018	to	May 31/2018

 
Thank you,

SO


Employee Name: JM (id 61) 
Date of employment: Oct. 6, 2014
Termination reason: without cause
Date notified: Jan 22, 2018
Last date worked: Jan 22, 2018
Specify what benefits to be extended/requested:
•         Life, AD&D, Dep Life to expire Feb 12, 2018
•         CI to expire Feb 12, 2018
•         STD, LTD expires immediately as at Jan 23, 2018
•         Health, Dental expire May 31, 2018
Date extension ends: We gave him 3 week pay in lieu of notice; (Jan 22 + 3 weeks will be Feb 12) to terminate him on Jan 22, 2018.  We will give him 10 weeks for severance as lump sum payment on Feb 12, 2018.  Group benefit (subject to approval) for Health and Dental will continue to end of May 31, 2018",True,2018-01-26T17:18:22.000+0000,False,False,005G0000002gy4AIAQ,2018-01-25T20:59:55.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 678-6565,(613) 678-3725,dwightproudfoot@gmail.com,(855) 690-0180,,,,,,,,,,,,,,0.0,,0011600001lUc5rAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2989.0
5000A000000nXXrQAM,False,,00014691,003G0000018f6WkIAI,001G000000urMpKIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,Steve Steele,Medium,"Good morning Phil, I will be going to see Steve in the next week or so. He has 76,926.04 going into a LIRA and the RRSP below. He is age 45 and His IV is attached. aggressive
What would you recommend for his allocation in light of a possible correction?",False,,False,False,00516000006lhh3AAA,2018-01-30T17:57:15.000+0000,00516000006lhh3AAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(705)720-1475,,tony@retirerite.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh3AAA,,,,,,,1.0,0.0,0.0,,False,2984.0
5000A000000nYhsQAE,False,,00014692,003G0000018f6wQIAQ,001G000000urMwMIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning - professional corporation.,Medium,,True,2018-01-31T15:04:23.000+0000,False,False,005G0000002heHMIAY,2018-01-31T15:03:54.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(403)265-3771,,plavers@thetowergroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,2983.0
5000A000000nYi2QAE,False,,00014693,0031600002J9lECAAZ,001G000000wjNrVIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Disability insurance - taxation,Medium,All contact via Lindsay Buhnai,True,2018-01-31T15:06:03.000+0000,False,False,005G0000002heHMIAY,2018-01-31T15:05:57.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(306) 260-0844,,devin.block@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,2983.0
5000A000000nYlfQAE,False,,00014694,003G0000018f6QWIAY,001G000000urMwGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxation of LI,Medium,All contact via Chris Thompson,True,2018-01-31T15:36:40.000+0000,False,False,005G0000002heHMIAY,2018-01-31T15:36:36.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,2983.0
5000A000000nbZSQAY,False,,00014716,0030A000001ZSH8QAO,001G000000wjNqIIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Open enrollment 1 fev 2018 pour Jose,Medium,,True,2018-02-02T14:46:54.000+0000,False,False,005G0000002gxzsIAA,2018-02-02T14:46:42.000+0000,005G0000002gxzsIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,,,pierre-luc.gauvreau@groupeinvestors.com,,,,,,,,,,,,,,,0.0,,0011600001lUhngAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,2981.0
5000A000000neXoQAI,False,,00014718,0031600002C5w9KAAR,0011600001m0i4sAAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Open enrollment request,Medium,"Feb. 5/18 - received email with the EE information to submit open enrollment request.  There are 4 employees not currently on the plan that should be.  They were at original time of hire not eligible due to number of hours per week they worked; however never enrollment once they met contract guidelines.

Feb. 5/18 submitted open enrollment request to HO.

Feb. 9/18 received approval from HO.  approved to add on as of march 1, 2018.

Feb. 9/18 contacted the plan admin for the employee applications be to completed.  She messaged back and will send the forms early next week.",False,,False,False,00516000006l6nrAAA,2018-02-05T20:29:22.000+0000,00516000006l6nrAAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(705) 741-2300,,jtherrien@globalpointenergy.ca,(705) 741-2399,,,,,,,,,,,,,,0.0,,0011600001m0i4sAAA,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,2978.0
5000A000000ng1zQAA,False,,00014720,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Personal directives,Medium,,True,2018-02-06T21:25:01.000+0000,False,False,005G0000002heHMIAY,2018-02-06T21:24:55.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,2977.0
5000A000000ng2dQAA,False,,00014721,0031600002Ke8TmAAJ,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to shareholder,Medium,All contact via Paul Li,True,2018-02-06T21:28:57.000+0000,False,False,005G0000002heHMIAY,2018-02-06T21:28:50.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)249-6888,(780) 906-8535,wei.gao@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,2977.0
5000A000000ng9ZQAQ,False,,00014722,003G000001EGDVmIAP,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,employee reinstatement,Medium,"received email from advisor requesting assistance.  During a meeting with the client they went through Groupnet in May.  They didn't realize that they accidentally terminated an employee on the system.  The employee has been actively at work and no lapse in her time working.

Received approval that employee can be reinstated as of the may termination date.  

sent email notification to the advisor.",True,2018-02-06T23:02:41.000+0000,False,False,00516000006l6nrAAA,2018-02-06T22:56:15.000+0000,00516000006l6nrAAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,,(306) 359-1044,none@none.net,,,,,,,,,,,,,,,0.0,,0011600001lUbnWAAS,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,2977.0
5000A000000ngtNQAQ,False,,00014723,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,General tax and estate planning,Medium,"re Wilson, planning for recreational property",True,2018-02-07T16:37:42.000+0000,False,False,005G0000002heHMIAY,2018-02-07T16:37:22.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,2976.0
5000A000000njSyQAI,False,,00014756,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#285270 - February 2018 - Head Office - Post Waive the Waiting Period,Medium,"Id#4 was added to the plan December 4th, 2017 in their waiting period.  It was requested that the waiting period be waived in February.  Head Office has processed the correction. MG",True,2018-02-09T15:44:07.000+0000,False,False,005G0000002gxymIAA,2018-02-09T15:44:02.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpcAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2974.0
5000A000000nlUwQAI,False,,00014858,003G000001SolYNIAZ,0011600001pKb12AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,US tax planning and LI,Medium,,True,2018-02-12T14:28:08.000+0000,False,False,005G0000002heHMIAY,2018-02-12T14:28:00.000+0000,005G0000002heHMIAY,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(403)342-4822,,nathan@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,2971.0
5000A000000nleNQAQ,False,,00014859,0030A000001XjnlQAC,0011600001wxiLuAAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Service Request,Medium,"feb 05/18 - had note to call the plan admin/owner as they had contacted call centre upset that an employee who's dental claim was declined.  The employee's benefits had not yet started.  The dental appointment was 4 days shy of being eligible.  In calling the client they had been told that when the policy had been set up that the employee was eligible and he was covered.  not correct.

Feb 7/18 after discussion with manager, this was submitted as an ex-gratia request as this was not the client's fault.  They were told incorrect information and the employee was so close to being eligible.  the client did not want to pay back premiums.

Feb 12/18 received approval from M&DS one time exception for the dental to be paid based on their contract for Dental coverage.

Feb. 12/18 emailed client with the news.",True,2018-02-12T16:18:05.000+0000,False,False,00516000006l6nrAAA,2018-02-12T16:12:04.000+0000,00516000006l6nrAAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(306) 700-4685,,nousheen@shutoutsolutions.com,,,,,,,,,,,,,,,0.0,,0011600001wxiLuAAI,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,2971.0
5000A000000nlmWQAQ,False,,00014860,003G000001B4YKcIAN,001G000000vlelHIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Severance #25  17 jan 2018 au 30 avril 2018,Medium,"Extension des garanties life, hcare, dentaire",True,2018-02-12T17:34:36.000+0000,False,False,005G0000002gxzsIAA,2018-02-12T17:34:32.000+0000,005G0000002gxzsIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(514) 841-6708,(514) 627-6708,jhonny.dandoy@mercer.com,,,,,,,,,,,,,,,0.0,,0011600001lUggLAAS,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,2971.0
5000A000000nlyXQAQ,False,,00014861,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#277113 - February 2018 - Underwriting Exception,Medium,"Requested that the Life Waiver of Premium equal the LTD back to September 1st, 2017. Mg",True,2018-02-12T19:38:23.000+0000,False,False,005G0000002gxymIAA,2018-02-12T19:38:20.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUcLxAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2971.0
5000A000000nmeJQAQ,False,,00014862,003G0000018f7UzIAI,0010A000002wPbvQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#296116 - February 2018 - Lift Claims Suspension,Medium,Payment has been sent but not yet received.  HO agreed to lift claims suspension in anticipation of this payment. Mg.,True,2018-02-13T12:56:58.000+0000,False,False,005G0000002gxymIAA,2018-02-13T12:56:53.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001o6sSvAAI,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2970.0
5000A000000nnTbQAI,False,,00014870,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Dep Life Claim,Medium,"-cert 40 dep life claim submitted Feb 13th 2018
-forwarded to Group Benefits for processing
-once claim is received the client would like me to deliver the cheque to her to present to the EE.

Cheque was receievd beginning of March and delivered to Michelle the PA at Microtel Inn Suites in Sudbury by Laura Martin on approx March 5th 2018.",True,2018-04-03T14:35:38.000+0000,False,False,00516000006kda0AAA,2018-02-13T20:20:27.000+0000,00516000006kda0AAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001uG2CUAA0,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,2970.0
5000A000000nrenQAA,False,,00014922,0031600002astDAAAY,0011600001ph4j1AAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Feb. 16/18-ExGratia Request under $200,Medium,"Hi Ronetta,
We have been requested by the broker, JL, to process a Naturotherapist claim of $26.44 for LP (id 4, policy 294324).
She is the decision maker of this group and was not aware of the difference between a Naturopath and Naturotherapist.

This would be a one-time exception, as the client will be provided with coaching on the future claims.

Feb. 26/18-Ex Gratia Approved",True,2018-02-26T17:05:35.000+0000,False,False,005G0000002gy4AIAQ,2018-02-16T21:27:50.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(819) 771-2196,,jglemire@beaudry-deschatelets.com,,,,,,,,,,,,,,,0.0,,001G000001i3FTnIAM,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2967.0
5000A000000nsWuQAI,False,,00014923,0030A0000029ZAZQA2,0010A000002vtldQAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Hughes-moving family from Realco to Investco (LCGE purificiation),Medium,,True,2018-02-18T17:53:45.000+0000,False,False,005G0000002gxzcIAA,2018-02-18T17:53:32.000+0000,005G0000002gxzcIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(905)690-5039,(289) 339-1116,mikep@brownfinancial.com,(289)431-5029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,3.0,0.0,0.0,,False,2965.0
5000A000000ntApQAI,False,,00014924,003G0000018f6RRIAY,001G000000urMvSIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Email,,Case for client Ron Beland,Medium,has assets in house and third party manulife want offer something more compettiive in PS1,False,,False,False,00516000007QT26AAG,2018-02-20T00:29:06.000+0000,00516000007QT26AAG,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(514)697-5800,,robert.spencer@smwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT26AAG,,,,,,Quotation;Analysis Document;Presentation,0.0,0.0,0.0,,False,2964.0
5000A000000ntw5QAA,False,,00014925,0030A000001XkX5QAK,00116000024tjxTAAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Arrears and termination call,Medium,Company closed doors.  The plan was terminated as of Jan 1 2018 as per the contract.  There is an amount of $262.05 outstanding.  Left a message on his cell that he is aware that the $262.05 will go to collections.,True,2018-02-20T16:50:31.000+0000,False,False,005G0000002gy6XIAQ,2018-02-20T16:50:05.000+0000,005G0000002gy6XIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(519) 850-8688,,eat@glassrootslondon.com,,,,,,,,,,,,,,,0.0,,00116000024tjxTAAQ,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,2963.0
5000A000000nu8BQAQ,False,,00014926,003G0000018f7Z8IAI,0010A000002wPfyQAE,,,,,,CI,012G00000012AYVIA2,More Information Required,End Client Question,In Person,,Personal CI policy,Medium,"Setting it up with a HSA
Provided our advanced tax article and gave ideas as to where to set it up.",False,,False,False,005G0000002gy4ZIAQ,2018-02-20T18:15:58.000+0000,005G0000002gy4ZIAQ,2024-05-31T03:41:16.000+0000,0050A000001TA3IQAW,2024-05-31T03:41:16.000+0000,(613)254-8484,(613) 614-3754,jason@aspirewealth.ca,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gy4ZIAQ,,,,,,Marketing Piece,1.0,0.0,0.0,,False,2963.0
5000A000000nuM8QAI,False,,00014933,003G0000018f6eyIAA,001G000000urMphIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Additional $864/mo (net) income needed,High,"Angie emailed me information regarding case and called to discuss.

client is 81yrs old, moving to an old age home, needs an additional $864/mo net to cover increased expenses.

What is the best and most tax efficient way to increase income?

Current Income (Net): 
RRIF -      $ 810/mo
OAS -     $ 493.53/mo
CPP -       $ 830.18/mo
Pension -  $ 78/mo
other -       $ 77/mo
   Total = $2288.71/mo

Needs: $3152/mo

Deficit = $863.29/mo",True,2018-04-05T20:04:40.000+0000,False,False,00516000006lhhQAAQ,2018-02-20T19:58:14.000+0000,00516000006lhhQAAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(519)682-4138,,angie.mayhew@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhQAAQ,,,,,,,2.0,0.0,0.0,,False,2963.0
5000A000000nvVBQAY,False,,00014935,003G0000018f6U5IAI,0010A000002wOQnQAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"March 1st, 2018 - Open Enrollment",Medium,Approval for an Open Enrollment for 3 late employees. Mg.,True,2018-02-21T16:50:17.000+0000,False,False,005G0000002gxymIAA,2018-02-21T16:50:12.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)591-3900X223,(613) 266-6123,jack@mcauleyfinancial.com,,,,,,,,,,,,,,,0.0,,00116000021L7SWAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2962.0
5000A000000nvhbQAA,False,,00014936,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,completion of HSP amendment.,Medium,"We had increase employee annual allocation to $2,000 Single and $4,000 Family.
We had added the carry over provision - 12 months",True,2018-02-21T18:13:42.000+0000,False,False,005G0000002gyAwIAI,2018-02-21T18:11:02.000+0000,005G0000002gyAwIAI,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,00116000020Rq5qAAC,0.0,False,,,,,,005G0000002gyAwIAI,,,,,,,0.0,0.0,0.0,,False,2962.0
5000A000000nvr7QAA,False,,00014937,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,REALLOCATION OF HSP CREDITS TO INSURED PLAN,Medium,"HEAD OFFICE HAS COMPLETED THE REQUEST AND HUGH EXCEPTION TO TRANSFER HSP CREDITS TO INSURED BACKED FROM JAN 2015.  ADJUSTMENT OF $28,215 LEAVING A BALANCE OWING OF ONLY $5,155.",True,2018-02-21T19:46:55.000+0000,False,False,005G0000002gyAwIAI,2018-02-21T19:45:41.000+0000,005G0000002gyAwIAI,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUdp2AAC,0.0,False,,,,,,005G0000002gyAwIAI,,,,,,,0.0,0.0,0.0,,False,2962.0
5000A000000nwizQAA,False,,00014939,003G0000018f6nfIAA,0010A000002wOpPQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#299212 - February 2018 - HO Exception beyond 4 months,Medium,"Id#8 was added May 1st, 2016 with family coverage in error.  Head Office had agreed to correct to Single coverage back to last renewal of August 2017. Mg.",True,2018-02-22T12:58:31.000+0000,False,False,005G0000002gxymIAA,2018-02-22T12:58:26.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001uHwWIAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2961.0
5000A000000nwyTQAQ,False,,00014940,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#277223 - February 2018 - Ex-Gratia Request,Medium,"Id#29 - As the Freestyle Libre will be added to our plans, we requested an ex-gratia for this employee's purchase of this device in the amount of $534.00. Mg.",True,2018-02-22T16:03:38.000+0000,False,False,005G0000002gxymIAA,2018-02-22T16:03:35.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpEAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2961.0
5000A000000o2MuQAI,False,,00014963,0030A0000028RBBQA2,0010A000002M6mVQAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Mail issue material,Medium,"Send drug cards, employee statements, bill.",True,2018-02-27T18:23:32.000+0000,False,False,005G0000002gy6XIAQ,2018-02-27T18:23:25.000+0000,005G0000002gy6XIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(905) 641-3185,,lprout@niagaravetemerg.ca,(905) 641-0069,,,,,,,,,,,,,,0.0,,0010A000002M6mVQAS,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,1.0,0.0,0.0,,False,2956.0
5000A000000o3SPQAY,False,,00014964,0030A0000029cB2QAI,0010A000002wNeDQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance issued;  #20 Feb26/2018-March12/2018,Medium,all benefits extended as per shibani,True,2018-02-28T15:47:38.000+0000,False,False,005G0000002gy4FIAQ,2018-02-28T15:47:29.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)868-5788,,tom.vanalstine@sterlingcapitalbrokers.com,,,,,,,,,,,,Other,,,0.0,,0011600001lUf8RAAS,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2955.0
5000A000000o5kQQAQ,False,,00014965,003G0000018f7TaIAI,0010A000002wPaAQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,March 1/18,Medium,"Feb. 16/18- Julie D called to inform us of an issue with drug card AD (id 1)
Called Telus, together by conference call, the card was inactive due the amendment /TANDEM was not re-activated in the back system.  Resolved on Feb. 26/18
Feb. 27/18-Lise wanted the premium for the amendment for the drug formula refunded to the client because of the issue and the effective date of the amendment pushed to March 1 instead of Feb. 1.
Discussed with Ronetta for options.
Email and left message (Lise working from Montreal, returned March 1) -another member would be impacted because of a drug claim that was reimbursed (RAMQ Exception).   
Lise informed the client not to pay the amendment

March 1/18-spoke and sent email to Lise with options/ discussed the situation
Created broker amendment letter, prepared both 'Rush' amendment template and Ex Gatia documents in preparation.

Comme discuté, nous pouvons faire ce qui suit:
•	Option 1: traiter une modification pour changer la date d'entrée en vigueur originale du 1er février au 1er mars
o	Impact: traiter un «Rush» à travers notre siège social pour créer un crédit pour 1 mois
o	Le médicament d'exception Guillaume Soucy-Alaire devra être revu en raison du changement. Nous allons préparer un Ex Gatia pour notre siège social avec votre permission

•	Option 2: laisser les choses telles quelles et le client paie le coût du changement",True,2018-03-01T21:39:16.000+0000,False,False,005G0000002gy4AIAQ,2018-03-01T21:39:10.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001qzGGTAA2,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2954.0
5000A000000o6HUQAY,False,,00014982,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#403146 - March 2018 - HO Correction beyond 4 months,Medium,"Id#14 - On maternity leave when group signed up with us - employee was to suspend the LTD while on leave, was never processed.  Retroactive change to March 1st to refund LTD premiums - total credit of $559.66",True,2018-03-02T12:43:49.000+0000,False,False,005G0000002gxymIAA,2018-03-02T12:43:45.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,00116000021Jvt1AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2953.0
5000A000000o6JpQAI,False,,00014983,003G000001C4KrFIAV,001G000000wjm7VIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Severance # 2 hc/dc f feb 8/18, to aug 3/18 -termed April26/18",Medium,"The employee is only eligible for 2 weeks for DI as per ESA guidelines (February 22/2018)

Selectpac Member Admin:
Severance request- Please extend benefits as below:  

ID # 2 Jake Lambert	
ALL 	February 08/2018	to 	February 22/2018
hc/dc	March 01 /2018	to	august 31/2018

april 26/18-  ee has secured another job and therefore severance will end today.
i have advised head office.",True,2018-03-02T13:22:13.000+0000,False,False,005G0000002gy4FIAQ,2018-03-02T13:22:07.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613) 760-2969,,taryn.haischrek@mercer.com,,,,,,,,,,,,,,,0.0,,0010A000002JdM8QAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2953.0
5000A000000o6ReQAI,False,,00014984,003G0000018f7mxIAA,0010A000002wPtQQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#256565 - February 2018 - U/W Approval,Medium,"Increase the MRP annual maximum to $75,000",True,2018-03-02T15:20:46.000+0000,False,False,005G0000002gxymIAA,2018-03-02T15:20:43.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(613)727-0424,(613) 850-5749,accounting@bennettinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkFHAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2953.0
5000A000000o7A0QAI,False,,00014985,003G0000018f6lqIAA,001G000000urMrBIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Pending large case in underwriting.,High,"Some back and forth between advisor's office and underwriting, to clarify details of a pending case. Resulted in a more favourable decision, relative to the initial underwriting review.

Learned about the situation while visiting Happy Life with Jordy Harness for LB update.",True,2018-03-02T22:29:26.000+0000,False,False,005G0000002gy2wIAA,2018-03-02T22:26:50.000+0000,005G0000002gy2wIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(905)477-0707,(647) 406-1698,liangzhi.luo@happylifewealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,2953.0
5000A000000o8W2QAI,False,,00014986,0030A0000029oWMQAY,0010A000002wQRkQAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Seg fund transfer due to spousal death,High,"$1.2 M is coming from TDAM.  Very good win.  The paperwork has been sign to exact transfer into CL Seg Preferred Series.

Case as of March 28, 2018 is now $2.3M and I facilitated an meeting with Kelvin Wong. Tim immediately felt great value.",True,2018-03-28T22:19:09.000+0000,False,False,00516000007QT2EAAW,2018-03-05T14:02:32.000+0000,00516000007QT2EAAW,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(416)595-1441,(416) 723-1441,tim@mitchellfinancial.ca,(416)595-8272,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2EAAW,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,2950.0
5000A000000o8moQAA,False,,00014989,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#275391 - March 2018 - Open Enrollment,Medium,"Open Enrollment approved for 3 employees, effective March 1st, 2018.",True,2018-03-05T16:39:20.000+0000,False,False,005G0000002gxymIAA,2018-03-05T16:39:17.000+0000,005G0000002gxymIAA,2023-12-15T04:14:47.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:47.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpVAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2950.0
5000A000000oBvyQAE,False,,00014996,003G0000018f7WmIAI,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Informal trust,Medium,,True,2018-03-07T13:25:56.000+0000,False,False,005G0000002heHMIAY,2018-03-07T13:25:51.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,2948.0
5000A000000oD8KQAU,False,,00014997,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment Request,Medium,have emailed requirements needed to advisor Jessie Williams - March 7/18,True,2020-05-21T16:52:04.000+0000,False,False,005160000070kMqAAI,2018-03-07T20:24:14.000+0000,005160000070kMqAAI,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,001G000001VRErCIAX,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,2948.0
5000A000000oDRHQA2,False,,00014998,003G0000018f7TaIAI,0010A000002wPaAQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,March 7/18-Arrears Arrangement PPTA/ Ronetta Jones/Erin Peters (23841/ 298485): Release Request,Medium,"Hello Charito, 

As per our agreement with Erin, please release claims for Policy 238421 & 298485. We can confirm they have not been arrears more than twice in the past 12 months. 
Thanks,",True,2018-03-14T18:06:42.000+0000,False,False,005G0000002gy4AIAQ,2018-03-07T21:38:55.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlMQAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2948.0
5000A000000oDRRQA2,False,,00014999,003G0000029oB7FIAU,001G000001kmlPJIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,March 7/18-Arrears Arrangement PPTA/ Ronetta Jones/Erin Peters (23841/ 298485): Release Request,Medium,"Hello Charito, 

As per our agreement with Erin, please release claims for Policy 238421 & 298485. We can confirm they have not been arrears more than twice in the past 12 months. 
Thanks",True,2018-03-14T18:08:25.000+0000,False,False,005G0000002gy4AIAQ,2018-03-07T21:39:46.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(819) 568-0066,,dealerprincipal@toyotagatineau.ca,,,,,,,,,,,,,,,0.0,,0011600001tKY64AAG,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2948.0
5000A000000oEjMQAU,False,,00015005,0030A000001Xj6mQAC,0010A000002wNIKQA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,"Life Claim-pd out- $250,000",Medium,"life claim chequesent to Julie Potvin at Mercer, by fedex-- march 8/18",True,2018-03-21T16:17:51.000+0000,False,False,005G0000002gy4FIAQ,2018-03-08T17:37:29.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 760-2999,,julie.potvin@mercer.com,,,,,,,,,,,,,,,0.0,,0011600001lUlNPAA0,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2947.0
5000A000000oEnEQAU,False,,00015006,0031600002C6qniAAB,0010A000002wN7iQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance #15 # 32 March 8/18-toapr12//18 and to april 19/18,Medium,"Selectpac Member Admin:
Revised Severance request- Please extend benefits as below: (end date changed)


ID # 15      Jessica Lamers  		LIFE/LTD	MARCH 08/2018 	TO 	APRIL 19/2018

ID # 32 	MALLORY GRACKA		ALL		MARCH 08/2018	TO	APRIL 12/2018",True,2018-03-08T17:50:55.000+0000,False,False,005G0000002gy4FIAQ,2018-03-08T17:50:50.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)592-2889,,peter@healthsourceinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUc6bAAC,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2947.0
5000A000000oH6SQAU,False,,00015057,003G0000018f7WmIAI,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to shareholder,Medium,,True,2018-03-09T18:51:51.000+0000,False,False,005G0000002heHMIAY,2018-03-09T18:51:44.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,2946.0
5000A000000oJQAQA2,False,,00015058,003G0000029oB7FIAU,001G000001kmlPJIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,March 7/18-Out of Country Claim by email/ no original documents,Medium,"We need original paperwork, Mrs. P (id x)and do not allow scanned attachments on a regular basis. I will make a one-time exception for you.

Please be advised I have forwarded the document to the Out of Country Department.

Our average turnaround time for claims is

5 business days - health and dental
7 business days - pay direct drug
10 business days - out of country

You may check the status of your claim on our website or you are welcome to contact us after [indicate appropriate # of days] days if your claim is not completed by then.",True,2018-03-12T14:31:45.000+0000,False,False,005G0000002gy4AIAQ,2018-03-12T14:31:41.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(819) 568-0066,,dealerprincipal@toyotagatineau.ca,,,,,,,,,,,,,,,0.0,,001G000001LdSnIIAV,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2943.0
5000A000000oJU7QAM,False,,00015059,0030A0000029XGZQA2,0010A000002wN6cQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Open enrollment 1 avril pour 4 ees,Medium,"Gilles, Jonathan, Nadia et Lily.  Situation exceptionnelle car nous avons déjà fait 2 autres open par le passé.",True,2018-03-12T15:03:56.000+0000,False,False,005G0000002gxzsIAA,2018-03-12T15:03:44.000+0000,005G0000002gxzsIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(450)629-0342,,gilles.lafontaine@sfl.qc.ca,(450)629-2238,,,,,,,,,,,,,,0.0,,0011600001lUhnWAAS,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,2943.0
5000A000000oLHjQAM,False,,00015064,003G0000018f6nfIAA,0010A000002wOpPQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,#286805 - March 2018 - Ex-Gratia Request,Medium,"Id#4 purchased orthotics that required a detailed biomechanical examination - however the provider does not provide this document.  We requested an ex-gratia to have this paid without this document, in the amount of $300. Mg.",True,2018-03-13T13:17:56.000+0000,False,False,005G0000002gxymIAA,2018-03-13T13:17:52.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUlx3AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2942.0
5000A000000oLX8QAM,False,,00015065,0030A0000029c1yQAA,0010A000002vuFOQAY,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Justin Mall,Medium,Wanted to switch to annual then changed his mind after we completed the change,True,2018-03-13T15:35:00.000+0000,False,False,005G00000066hu9IAA,2018-03-13T15:27:39.000+0000,005G00000066hu9IAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(519)651-6660,(519) 318-2186,james.hoey@scotiawealth.com,(519)651-6666,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,,0.0,0.0,0.0,,False,2942.0
5000A000000oLXSQA2,False,,00015066,0030A0000029c1yQAA,0010A000002vuFOQAY,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Kelly Mall,Medium,Wanted to switch to annual then changed their mind after we switched,True,2018-03-13T15:34:35.000+0000,False,False,005G00000066hu9IAA,2018-03-13T15:28:24.000+0000,005G00000066hu9IAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(519)651-6660,(519) 318-2186,james.hoey@scotiawealth.com,(519)651-6666,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,,0.0,0.0,0.0,,False,2942.0
5000A000000oNiIQAU,False,,00015070,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#273893 - March 2018 - Underwriting Exception,Medium,Erin Peters agreed to add the EAP benefit for the Executives only,True,2018-03-14T17:28:37.000+0000,False,False,005G0000002gxymIAA,2018-03-14T17:28:34.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlp8AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2941.0
5000A000000oOwaQAE,False,,00015075,003G0000018f7TiIAI,0010A000002wPaIQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#405033 - March 2018 - Exception beyond 4 month rule,Medium,"Id#10 - added October 1st, 2017 with family coverage.  Child not living in Canada and should have only been Single coverage.  HO agreed to change to single back to inception.  This exception resulted in a premium credit of $1238.16",True,2018-03-15T11:52:30.000+0000,False,False,005G0000002gxymIAA,2018-03-15T11:52:25.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(343) 572-6119,,shunter@jltcanada.com,,,,,,,,,,,,,,,0.0,,0010A000002KkV9QAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2940.0
5000A000000oR2uQAE,False,,00015093,003G0000018f7V3IAI,0010A000002wPbzQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,March 16/18-Severance Approval,Medium,"Selectpac Member Admin:
Severance request- Please extend benefits as below: 

ID# xx CF	LIFE/HC/DC		march 21/2018		to	march 20 2019",True,2018-03-16T12:46:35.000+0000,False,False,005G0000002gy4AIAQ,2018-03-16T12:46:29.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 749-1000 x103,,bert@bpfs.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgHZAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2939.0
5000A000000oV2PQAU,False,,00015097,003G0000018f7UzIAI,0010A000002wPbvQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#290471 - April 1st,2018 - Open Enrollment",Medium,"Effective April 1st, 2018 - Open Enrollment for 2 employees",True,2018-05-31T12:32:42.000+0000,False,False,005G0000002gxymIAA,2018-03-19T19:16:06.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,001G0000017y8y7IAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2936.0
5000A000000oWvLQAU,False,,00015099,003G0000018f7UzIAI,0010A000002wPbvQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#200250 - March 2018 - Survivor Benefits,Medium,"Id#162 - Until March 4th, 2020
SS00000162 Health and Dental",True,2018-03-20T16:34:12.000+0000,False,False,005G0000002gxymIAA,2018-03-20T16:34:08.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNXAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2935.0
5000A000000oZkuQAE,False,,00015133,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,severance-feb21/18-march7/18-ltd,Medium,"ci feb 21/18 to march 21/18
life.heatlh,dental; feb 21/18 to may 16/18
d. robertson",True,2018-05-18T19:49:01.000+0000,False,False,005G0000002gy4FIAQ,2018-03-21T17:48:45.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,,,,,,,,,,,,,,,Other,,,0.0,,0011600001qvWalAAE,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2934.0
5000A000000oaa7QAA,False,,00015134,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#63387 - March 2018 - Underwriting Exception - Adjust Hours,Medium,"Amend the plan to increase the normal hours worked to 55 hours per week - effective January 1st, 2018
LTD claim submitted showing an hourly salary based on a 40 hour week.  This issue was realized with this claim and arrangements made to correct the hours, and reassess the LTD claim.",True,2018-03-21T23:17:19.000+0000,False,False,005G0000002gxymIAA,2018-03-21T23:17:15.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUf8CAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2934.0
5000A000000oazqQAA,False,,00015135,003G0000018f6l6IAA,0011600001q0TZUAA2,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,16007550-Willsie,Medium,Inforce policy summary,False,,False,False,005G00000066hu9IAA,2018-03-22T12:36:02.000+0000,005G0000002gy2jIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(519) 476-9929,(519) 476-9929,chris.thornton@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,,9.0,0.0,0.0,,False,2933.0
5000A000000ob8nQAA,False,,00015136,003G0000018f7g1IAA,0010A000002wPmaQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Ex-gratia 5 crown,Medium,"Frais 1600$ nous limitons à cause de la clause alternative à une restauration 3 surfaces.
Ex-gratia = payé sans cette limitation.  Nous avons donc donné le coût d'une courronne en metal.",True,2018-03-22T14:09:39.000+0000,False,False,005G0000002gxzsIAA,2018-03-22T14:09:34.000+0000,005G0000002gxzsIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(514)491-2227,(514) 912-2227,jruggieri88@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUdOMAA0,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,2933.0
5000A000000odUHQAY,False,,00015153,003G000001C4KrFIAV,001G000000wjm7VIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,severance= #32=life/ltdstd jan11-mar8/18,Medium,"also, hc/dc jan 11/18 to aug 10, 2018",True,2018-03-23T16:02:12.000+0000,False,False,005G0000002gy4FIAQ,2018-03-23T16:02:03.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 760-2969,,taryn.haischrek@mercer.com,,,,,,,,,,,,,,,0.0,,0011600001lUlNTAA0,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2932.0
5000A000000odkoQAA,False,,00015154,003G0000018f6ujIAA,0015o000008Cyg4AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Re-balance of exisiting client portfolio,Medium,"client: Dan and Tami Farr

Darrin put them into aggressive folio 15yrs ago and is meeting with them soon for a review.
Re-balance portfolio to something more customized",True,2018-04-05T20:05:20.000+0000,False,False,00516000006lhhQAAQ,2018-03-23T17:16:45.000+0000,00516000006lhhQAAQ,2024-09-24T19:44:51.000+0000,0055o0000019VX9AAM,2024-09-24T19:44:51.000+0000,(519)397-5000,(519) 358-9003,darrin@utleyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhQAAQ,,,,,,,0.0,0.0,0.0,,False,2932.0
5000A000000oltPQAQ,False,,00015156,0030A0000029VzDQAU,0010A000002vuQBQAY,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,L Tan - CL policy,Medium,"What are her other options to eliminate the loan of $14K? Can she use anything in this policy to pay the loan down? Even with the extra amount she I putting in monthly, I don’t think she will be able to pay down the loan.",False,,False,False,005G00000066hu9IAA,2018-03-26T16:23:51.000+0000,005G0000002gy2jIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(365)378-4614,,suzanne.schultz@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,,2.0,0.0,0.0,,False,2929.0
5000A000000ooDvQAI,False,,00015157,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Melodie Cook - Sun Life pension re-balance,High,"Client is Balanced and wants her pension to be invest as such

Emailed proposal
Call to discuss booked for Monday the 23rd",True,2018-04-19T19:46:50.000+0000,False,False,00516000006lhhQAAQ,2018-03-26T17:50:36.000+0000,00516000006lhhQAAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhQAAQ,,,,,,,0.0,0.0,0.0,,False,2929.0
5000A000000ooIvQAI,False,,00015158,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Xavier Noordermeer,High,"Sun Life Pension
client is Advanced and wants to re-balance his pension investments

Emailed proposal
Call to discuss booked for Monday the 23rd",True,2018-04-19T19:46:23.000+0000,False,False,00516000006lhhQAAQ,2018-03-26T17:52:56.000+0000,00516000006lhhQAAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhQAAQ,,,,,,,0.0,0.0,0.0,,False,2929.0
5000A000000ooMxQAI,False,,00015159,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Brian and Caroline Cutler,High,"Sun Life Pensions
Client is advanced and wants to re-balance pension investments

Emailed proposal
Call to discuss booked for Monday the 23rd",True,2018-04-19T19:45:28.000+0000,False,False,00516000006lhhQAAQ,2018-03-26T17:55:12.000+0000,00516000006lhhQAAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhQAAQ,,,,,,,0.0,0.0,0.0,,False,2929.0
5000A000000ooqYQAQ,False,,00015160,0030A000002QC5nQAG,0010A000003Cj5uQAC,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Business Owner - Life M48NS,Medium,"Par and UL options $100k, business owner new to Canada.",False,,False,False,005G0000002hiTRIAY,2018-03-26T18:14:56.000+0000,005G0000002hiTRIAY,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(902)892-3062,,bobwu@qitaifinancial.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002hiTRIAY,,,,,,Concept,0.0,0.0,0.0,,False,2929.0
5000A000000p5hfQAA,False,,00015161,003G0000018f7UzIAI,0010A000002wPbvQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#248044 - March 2018 - Survivor Benefits,Medium,"SS00000067 - Until January 23rd, 2020",True,2018-03-27T19:51:25.000+0000,False,False,005G0000002gxymIAA,2018-03-27T19:51:10.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUlNHAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2928.0
5000A000000pMfAQAU,False,,00015162,003G0000018f82JIAQ,0010A000002wQ86QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#252107 - July 2011 - Open Enrollment,Medium,12 Employees added,True,2018-03-29T12:00:41.000+0000,False,False,005G0000002gxymIAA,2018-03-29T12:00:37.000+0000,005G0000002gxymIAA,2018-03-29T12:00:41.000+0000,005G0000002gxymIAA,2018-10-05T23:36:40.000+0000,(613) 760-2943,,jgardner@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNnAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2926.0
5000A000000pMfKQAU,False,,00015163,003G0000018f82JIAQ,0010A000002wQ86QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#252107 - December 2013 - Open Enrollment,Medium,2 Employees added,True,2018-03-29T12:01:25.000+0000,False,False,005G0000002gxymIAA,2018-03-29T12:01:21.000+0000,005G0000002gxymIAA,2018-03-29T12:01:25.000+0000,005G0000002gxymIAA,2018-10-05T23:36:40.000+0000,(613) 760-2943,,jgardner@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNnAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2926.0
5000A000000pNiKQAU,False,,00015164,003G0000018f82JIAQ,0010A000002wQ86QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#252107 - May 2018 - Open Enrollment,Medium,2 employees added,True,2018-03-29T13:32:19.000+0000,False,False,005G0000002gxymIAA,2018-03-29T13:32:16.000+0000,005G0000002gxymIAA,2018-04-19T18:59:15.000+0000,005G0000002gxymIAA,2018-10-05T23:36:40.000+0000,(613) 760-2943,,jgardner@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNnAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2926.0
5000A000000piIaQAI,False,,00015186,0030A000001Zy9lQAC,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#406310 - April 2018 - Underwriting Exception,Medium,"Increase NEMs for the LTD to $4,000 to match previous plan.",True,2018-04-02T18:11:34.000+0000,False,False,005G0000002gxymIAA,2018-04-02T18:11:29.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 614-4115,,jseto@integritybenefits.ca,,,,,,,,,,,,,,,0.0,,0010A000002MRRAQA4,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2922.0
5000A000000ppkNQAQ,False,,00015187,,,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Employee Life Claim - Div 3 cert 7,High,"Owner  Carl O'Neill passed away Feb 6th 2018 

Carly his daughter submitted the claim and death certificate. 

Forwarded to the incorrect department by mistake initially however was forwarded to the correct department for processing on March 29th requesting a rush due to my error. 

I also advised Carly about the mistake and apologized and reassured her that the claim is being processed asap. 

Now waiting for life claim cheque to come in.",False,,False,False,00516000006kda0AAA,2018-04-03T14:47:28.000+0000,00516000006kda0AAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,00116000022AcUrAAK,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,2921.0
5000A000000ptBwQAI,False,,00015188,003G0000018f6r7IAA,0010A000002wOsrQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dependent Life claim issue,Medium,"Mar 27 - received notification from advisor that an employee's spouse had passed away however it was being questioned why she was not covered for dependent life.

Mar 27 - sent question to enrollment if we could pull the original application as the information on Groupnet showed dependent child covered and the spouse listed as a beneficiary for the employee but not covered under dependent life.  The spouse had waive health and dental as covered under her own group benefits plan.

Mar 29 - received confirmation that the employee application had lots of red flags that it did not appear had been followed up on (EE was added in 2015 and no access to emails during that time).  Sent advisor follow up email that EE had not identified  spouse on the original application form and only the child was added.  

Mar 29 - send an exception request  to HO as I question why/if no follow up this should have been flagged with key missing information.

April 1 - HO agrees acceptation is granted and the dependent life claim for spouse will be paid out.  The back premiums for Di premiums that were not collected would be on the next billing.

April 1 - sent the positive news to the advisor.",True,2018-04-03T16:58:10.000+0000,False,False,00516000006l6nrAAA,2018-04-03T16:58:06.000+0000,00516000006l6nrAAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(306)260-5525,(306) 260-5525,lana@spanierfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmbVAAS,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,2921.0
5000A000000q1iAQAQ,False,,00015189,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#296911 - April 2018 - Exception beyond 4 months,Medium,"Id#15 - Added spouse back to June 24th, 2017 - waiving dependent coverage, so only Dep Life for retroactive premiums.  Mg.",True,2018-04-04T12:06:07.000+0000,False,False,005G0000002gxymIAA,2018-04-04T12:06:03.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kmkoKIAQ,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2920.0
5000A000000q7ugQAA,False,,00015190,0030A000004KaOMQA0,0010A000002wPwRQAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Employee trying to add Grandchild as dependent,Medium,"Mar 5/18 - Advisor e-mailed stating EE got custody of grandchild in 2016 and wanted to add to plan, realizing they are a late applicant, send us change form and EOI

Mar 12/18 - HO requested proof of guardianship
                 - e-mailed advisor with request for proof of guardianship

Mar 13/18 - received letter from advisor, letter is from Alberta Child & Family Services
                 - sent to HO

Mar 19/18 - HO came back stating letter was not sufficient and require court order
                 - emailed advisor for this updated request

Mar 21/18 - advisor sent a notarized copy of the application for court guardianship
                 - sent to HO

Mar 26/18 - HO rejected, again reiterating they want official court order

Mar 27/18 - In attempt to assist the client, sent to underwriting for second look

Mar 28/18 - sent update to advisor that we are working on this

Apr 3/18 - received e-mail from M&DS that we can get an exception with either the actual court order or the M7267 form submitted",False,,False,False,0050A000000I0ftQAC,2018-04-04T17:10:19.000+0000,0050A000000I0ftQAC,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(306)308-5458,,bernadette.deobald@westernfg.ca,,,,,,,,,,,,,,,0.0,,0011600001lUboSAAS,0.0,False,,,,,,0050A000000I0ftQAC,,,,,,,0.0,0.0,0.0,,False,2920.0
5000A000000qQ5rQAE,False,,00015192,003G0000018f7GxIAI,001G000000urMpiIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Quadrus Client View,Medium,"Client expressed concerns to Mara about the lackluster online view of their portfolio
- Not client friendly
Would like:
- to see all fund options available, not just what they hold
- view a time weighted rate of return for their portfolio",True,2018-05-03T17:43:24.000+0000,False,False,00516000006lhhQAAQ,2018-04-05T20:02:29.000+0000,00516000006lhhQAAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(519)967-1180,(519) 977-3064,mderikx@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhQAAQ,,,,,,,1.0,0.0,0.0,,False,2919.0
5000A000000qUUlQAM,False,,00015214,003G0000018f7oTIAQ,001G000000urNAcIAM,,,,,,Mutual Fund,012G00000012AYWIA2,Postponed,End Client Question,Email,,advisor wants me to review existing case,Medium,"see if portfolio needs adjustments, ran gains /loss report, little gans
non reg money corp account M. Serge Lemieux, qui est administrateur de la société 3102-6578 Québec inc",False,,False,False,00516000007QT26AAG,2018-04-06T13:51:36.000+0000,00516000007QT26AAG,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(418)313-7243,(418) 313-7243,martin.fortier@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT26AAG,,,,,,Analysis Document,0.0,0.0,0.0,,False,2918.0
5000A000000qVyhQAE,False,,00015215,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#403146 - April 2018 - Open Enrollment,Medium,"Open Enrollment for 5 employees, effective April 1st, 2018",True,2018-04-06T15:01:35.000+0000,False,False,005G0000002gxymIAA,2018-04-06T15:01:32.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,00116000021Jvt1AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2918.0
5000A000000qWPyQAM,False,,00015216,003G0000018f7TJIAY,0010A000002wPZtQAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance # 26,Low,"Life, Health and Dental for ID #26 from March 01/18 to May 24/18",True,2018-04-06T15:20:40.000+0000,False,False,005G0000002gy4FIAQ,2018-04-06T15:20:35.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)543-3332,(613) 330-6889,bruddock@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,0011600001lUf74AAC,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2918.0
5000A000000ql8XQAQ,False,,00015217,003G0000018f7XQIAY,0015o000008Cyh0AAC,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,M005069P Melnychuk,Medium,Trying to reduce premium payment by making some changes within the policy.,False,,False,False,005G00000066hu9IAA,2018-04-09T15:26:12.000+0000,005G0000002gy2jIAA,2025-01-13T20:56:44.000+0000,0055o0000019VX9AAM,2025-01-13T20:56:44.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,Quotation,3.0,0.0,0.0,,False,2915.0
5000A000000qpd0QAA,False,,00015218,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#219742 - April 2018 - Head Office Exception,Medium,"Id#138 was to have a salary increase on January 1st - she went off on STD on January 9th and the increases to salaries were processed on January 31st. - We rec'd approval to backdate the salary increase to January 1st, 2018 and have the STD claim adjudicated to the increased coverage based on the new salary.  The adjusted amount was issued April 16th in the amount of $749.34.",True,2018-04-09T18:07:09.000+0000,False,False,005G0000002gxymIAA,2018-04-09T18:07:06.000+0000,005G0000002gxymIAA,2018-04-17T12:43:12.000+0000,005G0000002gxymIAA,2018-10-05T23:36:40.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpPAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2915.0
5000A000000qqxzQAA,False,,00015219,003G0000018f6nfIAA,0010A000002wOpPQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#261413 - April 2018 - Head Office Exception beyond 4 months,Medium,"Id#16 was to be terminated September 8th, 2017 - was not processed in error.  Head Office agreed to make an exception and terminate as requested.  A premium refund of $3558.03 was refunded to the client. Mg.",True,2018-04-09T18:52:22.000+0000,False,False,005G0000002gxymIAA,2018-04-09T18:52:18.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkU6AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2915.0
5000A000000r0iCQAQ,False,,00015220,0031600002RdwPSAAZ,0010A000002wOXoQAM,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,AMOS Conversion,Medium,"Client is turning 70 April 30th. His final conversion date for his policy is Oct. 6, 2018. Client had a quadruple bypass surgery 18 years ago. Advisors needed to find out if final conversion date without medical was the final conversion date or when he turns 70.",False,,False,False,0050A000000Hu4yQAC,2018-04-10T15:30:42.000+0000,0050A000000Hu4yQAC,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(705) 256-5618 x4336,(705) 987-4631,james.dominick@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,0050A000000Hu4yQAC,,,,,,Concept,1.0,0.0,0.0,,False,2914.0
5000A000000rBS5QAM,False,,00015221,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#277223 - April 2018 - Ex-Gratia Request,Medium,Id#29 - Ex-gratia approved for $267 for Freestyle Libre device,True,2018-04-11T12:55:05.000+0000,False,False,005G0000002gxymIAA,2018-04-11T12:55:02.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpEAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2913.0
5000A000000rUrZQAU,False,,00015222,003G0000018f76JIAQ,0010A000002wP9dQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Ex-gratia courronne pour #5 - 5 mois trop tot,Medium,,True,2018-04-12T17:17:59.000+0000,False,False,005G0000002gxzsIAA,2018-04-12T17:17:54.000+0000,005G0000002gxzsIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(438)372-6289,(514) 265-5981,stephan.breault@csf95.com,,,,,,,,,,,,,,,0.0,,0011600001lUdlUAAS,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,2912.0
5000A000000rW1GQAU,False,,00015224,0030A0000029b2lQAA,0010A000002vuQCQAY,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,IFA,High,"$300,000/yr premium case positioned as an IFA and looking to see performance alongside the investment alternative assets.",False,,False,False,00516000007QT2RAAW,2018-04-12T18:03:35.000+0000,00516000007QT2RAAW,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(866)382-8352,,bwis@bmo.com,(613)749-6928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2RAAW,,,,,,,0.0,0.0,0.0,,False,2912.0
5000A000000rlFsQAI,False,,00015246,003G0000018f6nfIAA,0010A000002wOpPQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#299394 - May 2018 - Open Enrollment,Medium,Open Enrollment approved for one employee,True,2018-04-13T19:51:31.000+0000,False,False,005G0000002gxymIAA,2018-04-13T19:51:26.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001ushR3AAI,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2911.0
5000A000000s9IMQAY,False,,00015247,003G0000018f7MoIAI,0010A000002wPSTQA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,April 16/18-Life Claim,Medium,"Please process Life Claim for policy 275737, id x for FP.

The estate administrator indicated that the other required documents will be sent shortly.
Life payment to be sent directly to estate administrator
May 7/18- Payment (000101636871) sent to the executor 96 Ramsay, Chelsea QC J9P 2J1. Left a message with plan admin LB and broker MG.",True,2018-05-07T16:29:43.000+0000,False,False,005G0000002gy4AIAQ,2018-04-16T19:27:10.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)764-0213,(613) 882-5938,mario@clearviewwealthmanagement.ca,(613)427-2027,,,,,,,,,,,,,,0.0,,0011600001lUkVFAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2908.0
5000A000000sqQbQAI,False,,00015250,003G0000018f7g1IAA,0010A000002wPmaQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Exception 6 EES reactiver au 12 avril 2017 - voir chantal sorel,Medium,,True,2019-02-11T12:58:07.000+0000,False,False,005G0000002gxzsIAA,2018-04-19T17:39:30.000+0000,005G0000002gxzsIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(514)491-2227,(514) 912-2227,jruggieri88@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUcIRAA0,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,2905.0
5000A000000sqQlQAI,False,,00015251,003G0000018f7g1IAA,0010A000002wPmaQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Open enrollment 1 avril pour 6 ees voir serveur pour details,Medium,,True,2018-04-19T17:39:49.000+0000,False,False,005G0000002gxzsIAA,2018-04-19T17:39:42.000+0000,005G0000002gxzsIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(514)491-2227,(514) 912-2227,jruggieri88@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUcIRAA0,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,2905.0
5000A000000tGtFQAU,False,,00015294,003G0000018f6ZsIAI,001G000000urMvlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,End Client Question,Email,,End Client Question,Medium,female in mid 40s w/ $300K in bank account; looking at 75/75 as no estate planning needs,False,,False,False,00516000007QT2EAAW,2018-04-23T16:02:44.000+0000,00516000007QT2EAAW,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(905)829-3777,,bbrophy@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2EAAW,,,,,,Analysis Document,0.0,0.0,0.0,,False,2901.0
5000A000000tNA2QAM,False,,00015295,0030A0000029evOQAQ,0010A000002vtoUQAQ,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,Orviss Holdings - product question - inforce policy,Medium,"Can you direct this email to the appropriate support.  I have an advisor working with a corporate client that has an existing CL UL policy.  He is looking for:

Taxes due if policy cancelled
Taxes due if he died today.",False,,False,False,005G00000066hu9IAA,2018-04-23T20:12:31.000+0000,005G0000002gy2jIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(519)400-3593,,dan@haslamfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,,0.0,0.0,0.0,,False,2901.0
5000A000000taCaQAI,False,,00015298,003G0000018f6fEIAQ,0010A000002wOdGQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,April 24/18- Severance Request,Medium,"April 24/18-Can we extend the benefits for the following person:
Employee Name: RN (id xx)
Date of employment: March 1, 2007
Termination reason: Job Elimination due to restructuring
Date notified: April 16, 2018
Last date worked: April 16, 2018

Specify what benefits to be extended: Health and Dental     
Date extension ends: June 11, 2018",True,2018-04-25T12:03:22.000+0000,False,False,005G0000002gy4AIAQ,2018-04-24T19:44:51.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTsAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2900.0
5000A000000tdsPQAQ,False,,00015299,003G0000018f7MlIAI,0010A000002wPSQQA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#274655 - May 2018 - Open Enrollment,Medium,Open Enrollment approved for 2 employees,True,2018-04-25T12:19:30.000+0000,False,False,005G0000002gxymIAA,2018-04-25T12:19:27.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOiAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2899.0
5000A000000ti2UQAQ,False,,00015300,0030A0000029mySQAQ,0010A000002vu1fQAA,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Child whole life,Medium,"I have a client asking us to look into insurance coverage for his grandkids; they are identical twins who turned 1 on Jan 31, 2018.  Here’s the strange part, he had applied to Manulife through RBC and one of the twins was declined and it sounds like the other was approved.  He’s a physician and claims they are in the same state of health and development.  He says there was no reason given.

He’d like to get them coverage and wants to meet on Wednesday.  I would likely recommend Estate Achiever Max 20 policies.  How should I go about this?  Do you want me to have them fill in apps and note the Manulife decline or should we handle this in a different way?",False,,False,False,00516000007QT2JAAW,2018-04-25T15:47:01.000+0000,00516000007QT2JAAW,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(416)598-1442X3389,,jeff.steski@scotiawealth.com,(416)340-1509,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2JAAW,,,,,,,0.0,0.0,0.0,,False,2899.0
5000A000000tmw2QAA,False,,00015301,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Drug cards for S H,Medium,"mailed drug cards to survivor's home address:  

399 COLBORNE ST. N. 
SIMCOE",True,2018-04-25T19:16:04.000+0000,False,False,005G0000002gy6XIAQ,2018-04-25T19:15:50.000+0000,005G0000002gy6XIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001sDgUCAA0,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,2899.0
5000A000000uDWzQAM,False,,00015360,003G0000018f7TaIAI,0010A000002wPaAQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Jan. 9/18 Ex Gratia- Orthodontic Accidental Dental,Medium,"Hi M,

M&DS has completed our review of this inquiry and have approved the ex-gratia request in the amount of $8,900 for the spouse’s orthodontic treatment plan.  The client should be aware that by approving this ex-gratia request, it could set a precedent to other employees who would be in the same situation.

Hi BPO,

Please consider this email as an approval to assess the attached orthodontic treatment plan as an ex-gratia. Please handle accordingly and advise Wella once complete.
Thanks.",True,2018-04-27T18:50:38.000+0000,False,False,005G0000002gy4AIAQ,2018-04-27T18:50:35.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlM9AAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2897.0
5000A000000uPtgQAE,False,,00015365,003G0000018f7TKIAY,0010A000002wPZuQAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance Request #72-Life AD-H& D-Contact-apr28-may312018,Medium,std ltd april 28/18- may 4/18 as per ee standards,True,2018-04-30T15:54:37.000+0000,False,False,005G0000002gy4FIAQ,2018-04-30T15:54:22.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,Other,,,0.0,,00116000021LJWmAAO,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2894.0
5000A000000ukRdQAI,False,,00015377,003G000001v5ZzgIAE,001G000000vlnSFIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,May 1/18- Life Claim BL,Medium,"May 1/18- Call from DL, mother passed away (BL) on April 20/18.
Life Claim sent to HO copied broker.
May 11/8- 3 Life claim beneficiary payments arrived, let Matt F know and waiting to confirm delivery since they are all in Alberta.
May 11/18- Sent payments directly to beneficiaries by FedEx",True,2018-05-11T18:49:38.000+0000,False,False,005G0000002gy4AIAQ,2018-05-01T19:40:58.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 746-7200 x 249,,matt.fiander@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,0011600001o924OAAQ,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2893.0
5000A000000uvNbQAI,False,,00015383,003G0000018f7MlIAI,0010A000002wPSQQA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#265996 - April 2018 - Severance Request,Medium,"SS00000002 - Spouse of Id#2 until April 11th, 2020",True,2018-05-02T17:43:59.000+0000,False,False,005G0000002gxymIAA,2018-05-02T17:43:56.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUkDrAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2892.0
5000A000000v3B9QAI,False,,00015392,003G0000018f7MlIAI,0010A000002wPSQQA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#285650 - May 2018 - Exception to Student Status,Medium,"Dependent Student of the President is taking some time off between semesters, and Vivek has agreed to continue coverage for her as a Student during this time. Mg.",True,2018-05-03T13:39:45.000+0000,False,False,005G0000002gxymIAA,2018-05-03T13:39:42.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOaAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2891.0
5000A000000vHMGQA2,False,,00015423,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,severance-may2018- #36,Medium,"lifead&d/hc/dc/contact- may 1 2018 to July 23.2018
wi, ltd. may 1, 2018 to june 12/2018",True,2018-05-04T14:53:10.000+0000,False,False,005G0000002gy4FIAQ,2018-05-04T14:53:01.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUf7bAAC,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2890.0
5000A000000vNDyQAM,False,,00015432,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#258781 - May 2018 - Disability Payment Exception,Medium,Id#21 had a salary increase that the PA did not update the system.  We asked for an exception to re-assess the payments of the claim based on the increased salary.  This resulted in an additional payment to the client in the amount of $275.71. Mg.,True,2018-05-04T19:32:16.000+0000,False,False,005G0000002gxymIAA,2018-05-04T19:32:12.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqHAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2890.0
5000A000000vNn8QAE,False,,00015435,,,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,OPEN ENROLLMENT REQUEST,Medium,"Hi Shibani, 

Policy 288789 is requesting an Open Enrolment for 3 employees that have not been added in a timely manner. They had been informed that we did not require 100% participation of eligible employees and the situation is now being rectified. 

Can you please see attached and confirm if approval to move forward with the Open Enrolment. 

Thank you for your time and consideration.",False,,False,False,00516000006kda0AAA,2018-05-04T19:59:50.000+0000,00516000006kda0AAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,001G000001kmkp7IAA,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,2890.0
5000A000000vUMOQA2,False,,00015437,003G0000018f7TQIAY,0010A000002wPa0QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#223196 - May 2018 - Underwriting Exception,Medium,"Id#99 was paying for LTD premiums and when an LTD claim was submitted, it was determined that he was not an eligible employee.  As a result, we terminated the LTD benefit back to February 25th, 2016.  This resulted in a retroactive premium credit adjustment in the amount of $1326.75",True,2018-05-07T13:54:57.000+0000,False,False,005G0000002gxymIAA,2018-05-07T13:54:54.000+0000,005G0000002gxymIAA,2018-05-07T14:58:55.000+0000,005G0000002gxymIAA,2018-10-05T23:36:40.000+0000,(613)226-1964,ext 371,anoseworthy@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlopAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2887.0
5000A000000vZxUQAU,False,,00015439,003G0000018f7GxIAI,001G000000urMpiIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Mara's client in group RRSP (Manu),Medium,"Mara is looking to provide some value to this client with her Group RRSP
- suggestion on the portfolio

Also wants to know what a Structured RSP is?",True,2018-05-15T17:45:56.000+0000,False,False,00516000006lhhQAAQ,2018-05-07T17:47:53.000+0000,00516000006lhhQAAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(519)967-1180,(519) 977-3064,mderikx@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhQAAQ,,,,,,,1.0,0.0,0.0,,False,2887.0
5000A000000wCjeQAE,False,,00015461,,,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Plan Members Audit,Medium,"Apr 26/18 - Advisor had not been responding really, would send us a request once in a while. Internally, the advisor who handled this group changed which probably caused the disconnect. New contact e-mailed us looking for updates. Was newer and I offered her GroupNet/Plan Admin training to help adjust

Apr 20/18 - Received two more late EEs, let advisor know

Apr 17/18 - Received another late EE, HO mentions that this group has many late EEs, informed advisor

Apr 6/18 - Again requested more information from advisor regarding EOI of late app

Mar 23/18 - Sent request for more information regarding one late app's EOI to advisor

Mar 21/18 - Received another late EE, informed advisor
                 - Received request from advisor to update status of one late app's application, she had been in contact with Regina Service Specialist for update

Mar 8/18 - Received another late EE, informed advisor

Feb 15/18 - Received late EE apps for 2 employees, had been mistakenly sent to Winnipeg Service Specialist",False,,False,False,0050A000000I0ftQAC,2018-05-10T17:29:31.000+0000,0050A000000I0ftQAC,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUnhEAAS,0.0,False,,,,,,0050A000000I0ftQAC,,,,,,,0.0,0.0,0.0,,False,2884.0
5000A000000wMmdQAE,False,,00015514,0030A000002QR1QQAW,00116000022BAlgAAG,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,May 11/18-Severance Request JW,Medium,"May 11/18-Thank you for the call. I talked to my manager and got a better understanding of the situation. Basically, the employee’s termination took effect end of day yesterday, May 10, 2018. However, because the employee had been with us for 1 year and 4 months, he has 2 weeks to sign the release form and to accept the terms of his termination. So, during this  2 week-period (up to May 25, 2018), his full insurance coverage stays in  effect. The termination terms offer to continue his Health and Vision insurance for 2 months (up to July 25, 2018) OR until he starts employment with another company, whichever happens first. So, if he accepts the termination terms and signs the release form, the Life, Dependent Life, AD&D and LTD portions of his insurance will end by May 26, 2018 and the Health and Vision portion of his insurance will extend up to July 25, 2018 or until he starts employment , whichever happens first.

Please see my reply below in red font and consider this email as our notice to GWL to get permission to extend Health and Vision to a terminated employee. Please let me know if you have any questions.

sure under applicable law. The recipient of this message shall not disclose, distribute, disseminate, duplicate or copy any information contained in this message except for the purpose for which it is intended. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately, then permanently delete the original message and any copies thereof.

In order to obtain approval for extending benefits beyond an employees termination date, we require the following information: 
Employee Name: James Wylde
Date of employment: 2017-Jan-16
Termination reason: Performance-related
Date notified: 2018-May-10
Last date worked: 2018-May-10
Specify what benefits to be extended: HEALTH
Date extension ends: 2018-Jul-25

May 11/18-Hi,

Severance request- Please extend benefits as below: 
 
ID # 36  James Wylde –                  Life, HC                 May 11, 2018  -   July 25, 2018.
                                                                LTD                         May 11, 2018  -  May 26, 2018.

May 28/18 removed Life, Ad&D and Dependent life.
Hi,

Severance request- Please extend benefits as below: 
 
ID # 36  James Wylde –                  HC                          May 10, 2018  -   July 25, 2018.

Thanks,


Vivek Maharajh, B. Comm (Hons.), PFP",True,2018-05-11T16:49:21.000+0000,False,False,005G0000002gy4AIAQ,2018-05-11T15:37:42.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 589-2456,,manalo-dumoulinc@bubbletech.ca,(613) 589-2763,,,,,,,,,,,,,,0.0,,00116000022BAlgAAG,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2883.0
5000A000000wWfwQAE,False,,00015518,003G0000018f7UgIAI,0010A000002wPbcQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Severance-starting aug 2018-Aug 2019 life, h and D",Medium,,True,2018-05-11T19:05:23.000+0000,False,False,005G0000002gy4FIAQ,2018-05-11T19:05:13.000+0000,005G0000002gy4FIAQ,2018-05-11T19:05:23.000+0000,005G0000002gy4FIAQ,2018-05-12T11:00:55.000+0000,(613) 899-9434,,richard@mapinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001zNgEHAA0,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2883.0
5000A000000x4nLQAQ,False,,00015520,003G000001F3k4jIAB,0010A000002wS2PQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"April 15, 2018 Survivor Benefits",Medium,"RE employee name:	Benoit Kislich-Lemyre
Surviving Spouse: 	Lisa Kislich-Lemyre


Please be advised survivor benefits for the health and dental benefits has now been set up on the BEN system effective April 15, 2018 under identification SS00000006 new cert.
(The survivor benefits have also been set up on the BCE Emergis system.  The pharmacist will have to enter relationship code 01.)

The benefits continued are subjected to the same limitations and restrictions as the employee plan that was inforce. 

This coverage will terminate April 14, 2020 or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.

Please advise the client accordingly, should you have any questions or concerns please do not hesitate to contact me. 

I will let you know as soon as I receive the drug card.

Thanks.

Sincerely,

Natalie Lambert",True,2018-05-14T13:21:26.000+0000,False,False,00516000007Q1h2AAC,2018-05-14T13:21:19.000+0000,00516000007Q1h2AAC,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 747-6255,(613) 323-6255,john.vanibs@gmail.com,,,,,,,,,,,,,,,0.0,,001G0000011cHLgIAM,0.0,False,,,,,,00516000007Q1h2AAC,,,,,,,0.0,0.0,0.0,,False,2880.0
5000A000000x51cQAA,False,,00015521,003G0000018f6WjIAI,0010A000002wOToQAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"May 15, 2018 Open Enrollment",Medium,"Hi Shari,
This is for Geoff Cartier’s group.
Cheers,

Dominique Donkor, ACS, AIAA, ALMI, GBA
Service Specialist | Spécialiste du service
Business Development, Group Customer | Développement des affaires, Client Collectif
Suite 500, 515 Legget Drive, Kanata, ON, K2K 3G4
dominique.donkor@gwl.ca | 613-270-6807
 |     
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We care about our customers’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de notre clientèle. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Ma, Michael 
Sent: Friday, May 11, 2018 4:07 PM
To: Fielder, Karen <Karen.Fielder@gwl.ca>; Donkor, Dominique <Dominique.Donkor@gwl.ca>
Subject: FW: [Open Enrolment Request] 273622 - Lawrence's Dairy

Hello,

Open enrolment approved

From: Maharajh, Vivek 
Sent: Friday, May 11, 2018 4:05 PM
To: Ma, Michael <Michael.Ma@gwl.ca>
Subject: FW: [Open Enrolment Request] 273622 - Lawrence's Dairy

Hi Michael,

Based on the results of checks done by our enrollment processor, I can approve an open enrollment to have these 4 ees added on.  Let’s do a May 15th, 2018 open enrollment.

Thanks,

Vivek Maharajh, B. Comm (Hons.), PFP
Underwriter
Small Group Underwriting, Group Customer
60 Osborne St. N., Winnipeg, MB  R3C 1V3
vivek.maharajh@gwl.ca | 204-938-4743

   

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Muzyka, Sabrina 
Sent: Friday, May 11, 2018 1:43 PM
To: Maharajh, Vivek <Vivek.Maharajh@gwl.ca>
Subject: FW: [Open Enrolment Request] 273622 - Lawrence's Dairy

Hi Vivek,

Here is the processor’s response:  
No previous open enrollments and these 4 employees nothing found. 


The check was done on the following ees:
Todd Baker – DOB Sept 28/78 – DOE Jul 16/16
Remi Cardinal – DOB Dec 13/76 – DOE Jul 5/04
Eric Johnston – DOB Dec 22/84 – DOE Sept 11/17
Mario Lalonde – DOB Jan 12/62 – DOE Mar 4/03


Thank you & have a great day! 
Sabrina Muzyka 
Selectpac Inforce, Enrollment Processor 
(204) 946 4098 phone 
(204 946 8972 fax 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
  

From: Maharajh, Vivek 
Sent: Thursday, May 10, 2018 3:04 PM
To: Muzyka, Sabrina <Sabrina.Muzyka@gwl.ca>
Cc: Ma, Michael <Michael.Ma@gwl.ca>
Subject: FW: [Open Enrolment Request] 273622 - Lawrence's Dairy

Hi Sabrina,

I’ve got an open enrollment request for 4ees who were missed by the plan sponsor but the new advisor on the plan has picked up on it.  Please let me know if you find any concerns.

Thanks,

Vivek Maharajh, B. Comm (Hons.), PFP
Underwriter
Small Group Underwriting, Group Customer
60 Osborne St. N., Winnipeg, MB  R3C 1V3
vivek.maharajh@gwl.ca | 204-938-4743

   

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Ma, Michael 
Sent: Thursday, May 10, 2018 1:23 PM
To: Maharajh, Vivek <Vivek.Maharajh@gwl.ca>
Cc: Walsh, Nicholas <Nicholas.Walsh@gwl.ca>
Subject: FW: [Open Enrolment Request] 273622 - Lawrence's Dairy

Hello Vivek,

This group was recently AOR’d (dec 2017) and the new advisor is cleaning up the group which is where they noticed a few ee’s not currently on the plan that should be. 

Thanks!

Mike 

From: Maharajh, Vivek 
Sent: Tuesday, May 08, 2018 2:36 PM
To: Ma, Michael <Michael.Ma@gwl.ca>
Cc: Walsh, Nicholas <Nicholas.Walsh@gwl.ca>
Subject: FW: [Open Enrolment Request] 273622 - Lawrence's Dairy

Hi Michael,

Info for each applicant is complete, just looking for some background info on the cause of omission of these applicant.  I see a couple with 2016/17 DOEs so within the past couple years, but also some with 2003/04 DOEs which makes for an extended timeline of missed ees.

Thanks,

Vivek Maharajh, B. Comm (Hons.), PFP
Underwriter
Small Group Underwriting, Group Customer
60 Osborne St. N., Winnipeg, MB  R3C 1V3
vivek.maharajh@gwl.ca | 204-938-4743

   

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Ma, Michael 
Sent: Tuesday, May 08, 2018 7:55 AM
To: Maharajh, Vivek <Vivek.Maharajh@gwl.ca>
Cc: Walsh, Nicholas <Nicholas.Walsh@gwl.ca>
Subject: [Open Enrolment Request] 273622 - Lawrence's Dairy

Hello Vivek,

We are seeking approval to proceed with an open enrolment on this group.

Please advise if we are able to proceed or if you require additional information to make the decision.

Thank you!

Mike 

Michael Ma
Financial Analyst
Business Development, Group Customer
500-515 Legget Dr., Kanata, ON, K2K 3G4
Michael.Ma@gwl.ca | 613-270-6803",True,2018-05-14T13:33:47.000+0000,False,False,00516000007Q1h2AAC,2018-05-14T13:33:42.000+0000,00516000007Q1h2AAC,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)258-1997,,geoff@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUkVDAA0,0.0,False,,,,,,00516000007Q1h2AAC,,,,,,,0.0,0.0,0.0,,False,2880.0
5000A000000xOgPQAU,False,,00015536,0030A0000029pWUQAY,0010A000002wSesQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance- Douglas Robertson,Medium,"#29  Douglas Robertson                           Life, HC/DC            May 16, 2018             to            May 21, 2018

the initial severance wasHi Amanda
Severance request has been extended and approved benefits as below: 

ID #  29Douglas Robertson                           LTD                         February 21/2018             to            March 07/2018  
                                                                                CI                            February 21/2018             to            March 21/2018  

                                                                                life/hc/dc            February 21/2018             to            May 16/2018


The employee e is only entitled to 2 weeks as per Employment Standards  Act  for LTD.",True,2018-05-18T19:49:37.000+0000,False,False,005G0000002gy4FIAQ,2018-05-15T17:44:47.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)732-1694,,martin_jones@bell.net,(613)732-4681,,,,,,,,,,,Other,,,0.0,,0011600001qvWalAAE,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2879.0
5000A000000ykujQAA,False,,00015549,003G000001AQwTeIAL,001G000000urN35IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,April 13/18- Life Claim DM,Medium,"April 30/18- Life claim for Daniel Munro
May 17/18-Life claim payment cheque for Nancy Munro to be sent to client by FedEx, as per Glenn Casey",True,2018-05-17T14:13:38.000+0000,False,False,005G0000002gy4AIAQ,2018-05-17T14:12:54.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 735-4141 ex. 110,,glenn@fcfinancial.ca,(613) 735-7310,,,,,,,,,,,,,,0.0,,0011600001lUkFOAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2877.0
5000A00000103fsQAA,False,,00015588,003G0000018f7MlIAI,0010A000002wPSQQA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#265996 - April 2018 - Survivor Benefits,Medium,"Id#2 - Survivor Benefits
SS00000002 01  from April 11th, 2018 to April 11th, 2020",True,2018-05-22T15:45:17.000+0000,False,False,005G0000002gxymIAA,2018-05-22T15:45:14.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUkDrAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2872.0
5000A0000010FZIQA2,False,,00015596,003G0000018f7OSIAY,0010A000002wPUtQAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia - Previous Owner,Medium,"May 25/18 - Confirmed to advisor that ex-gratia will be paid, very satisfied!

May 25/18 - Confirmation sent to us that ex-gratia request was paid

May 24/18 - Ex-gratia approved by leader, forwarded to DMSO London to approve

May 22/18 - Submitted ex-gratia to leader 

May 22/18 - Called advisor again as they hadn't got back to me. Blood is bad between the family and the plan admin will not move the term date. Advisor asked that I go ahead with the exgratia request

May 16/18 - Left another message for advisor

May 10/18 - Left message for advisor so we could discuss options

May 10/18 - GCCS Plan Admin said we cannot get the exception, either the termination date must be moved by the plan admin or we must submit an ex-gratia request

May 9/18 - Sent request to GCCS Plan Admin to see if we could get an exception

May 8/18 - Advisor and I spoke on the phone, this is a unique case where the owner was a long standing client, but a hostile takeover forced them out, leading to them removing the previous owner from the benefits without their knowledge and causing the claims to be denied. The advisor ask that I see if we could get an exception for these reasons, as well that it would change the premium as they were all before the end of March

May 3/18 - GCCS Plan Admin confirmed to advisor that the previous owner was terminated as of Mar 24/18 which affected any claims after, but some claims were submitted before this date were covered

May 2/18 - Contacted GCCS Plan Admin to investigate why one claim was paid out and not the rest

May 1/18 - Advisor contacted us to see why previous owner was not covered for prescriptions submitted at the end of March",True,2018-05-25T19:12:04.000+0000,False,False,0050A000000I0ftQAC,2018-05-22T20:43:29.000+0000,0050A000000I0ftQAC,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(306)290-6781,(306) 290-6781,brett.cross@wealthinfocus.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmd1AAC,0.0,False,,,,,,0050A000000I0ftQAC,,,,,,,0.0,0.0,0.0,,False,2872.0
5000A0000010atKQAQ,False,,00015602,,,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Employee no longer on disability/benefits,Medium,"May 22/18 - Updated leader and account manager on situation

May 22/18 - Called ER again when I hadn't heard back. Town administrator asked that I speak to another council member more involved in the case. He was looking for clarification as to why EE was removed from DI in the first place and was also looking for clarification around the benefits. EE is not returning to work as far as he knows, they had hired a medical assessor to determine if she is fit to work. The decision to possibly add the EE back on was made because the council was afraid it would reflect poorly on them if they took the EE off benefits when they just lost the disability benefits. I informed the councilor that the plan is for active employees and that in the future they should have a policy in place for employees that go on disability (whether it be 12 months, 24 months, etc.)

May 15/18 - Gave ER a call, but the town administrator was on vacation for the week, they'd ask her to give me a call on Tuesday (after the holiday)

May 14/18 - Advisor informed there was no court order. Advisor asked that I speak to the town administrator (ER) directly and asked me to keep them in the loop.

May 11/18 - Advisor said they'll go to client with questions

May 11/18 - Emailed Disability Case Manager for this person to see if they could provide more information as to why EE removed from DI, what date, etc. Spoke with case manager on the phone and was informed that the definition of disability changed and that they deemed her eligible to return to work in February (gave EE a list of possible occupations), which is why she was taken off DI. No appeal was made to this decision. The case manager has also been in contact with the council (employer) who have not had much contact with the EE. ER hired an occupational/medical therapist which made it seem that the EE may have returned to work.

May 10/18 - Emailed advisor to inquire on the questions discussed with leader

May 9/18 - Spoke with my leader, Tannis, about the issue. If it was a legal issue, we'd need the court order. As well, it would be important to know if the company has a policy around how long employees receive benefits after going on disability. 

May 9/18 - Advisor contacted us as an employee who had been on disability for a little over 2 years was no longer receiving DI payments (as of February) and the employer had removed the EE from the plan (in April). Advisor also mentioned that the council had been instructed to re-add the employee as per a council meeting recently, and that a labour lawyer had instructed them to do the same",False,,False,False,0050A000000I0ftQAC,2018-05-24T16:32:06.000+0000,0050A000000I0ftQAC,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUlaiAAC,0.0,False,,,,,,0050A000000I0ftQAC,,,,,,,0.0,0.0,0.0,,False,2870.0
5000A0000010ddZQAQ,False,,00015604,0030A0000029gzuQAA,0010A000002wSX4QAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Ex-gratia Machine Dexcom +/- 3000$ pour M. Dumas,Medium,,True,2018-05-24T18:38:19.000+0000,False,False,005G0000002gxzsIAA,2018-05-24T18:38:13.000+0000,005G0000002gxzsIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(450)715-1638,,pdesnoyers@conseilsprd.ca,(450)715-1538,,,,,,,,,,,,,,0.0,,0011600001uu2PtAAI,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,2870.0
5000A0000010jN3QAI,False,,00015629,0030A0000029hk5QAA,0010A000002vuQBQAY,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,C237677P McEachern,Medium,,True,2018-11-15T15:03:32.000+0000,False,False,005G00000066hu9IAA,2018-05-25T13:49:06.000+0000,005G0000002gy2jIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(519)337-3718,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,7010A0000009HFkQAM,,,Quotation,12.0,0.0,0.0,,False,2869.0
5000A0000010wbAQAQ,False,,00015634,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance-cjobling life ad & D june 11/18-Aug 6/18,Medium,,True,2018-05-28T13:51:41.000+0000,False,False,005G0000002gy4FIAQ,2018-05-28T13:51:34.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUgIcAAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2866.0
5000A000001117QQAQ,False,,00015637,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Employee Dental expense - ex gratia request,Medium,"Email from Lynn that the owner of the company would like an employee's filling expense to be paid as an exception.  The filling was declined as there is a 2 year clause.  However in this circumstance a previous dentist had done improper work and this caused the employee to have to go to a new dental office to have the work corrected.

The employee was not set up on MRP and the owner would prefer this done as an exception.

This was approved and the employee received reimbursed based on the contact guidelines for the dental procedure.",True,2018-05-28T16:52:22.000+0000,False,False,00516000006l6nrAAA,2018-05-28T16:52:02.000+0000,00516000006l6nrAAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUnMjAAK,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,2866.0
5000A0000011MksQAE,False,,00015642,0031600002B7wsBAAR,0011600001lUc5mAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,May 29/18-Severance Request AR,Medium,"Good afternoon Dominique
                Hope you are well.
                I have another employee that received a package similar to Lidia Karamaoun last year.  I had terminated her in the system effective June 1st but have just reinstated her in the system just now as she just signed the release agreement.  I want her covered for only the dental/medical benefits to continue until July 13, 2018.
                I’m sending you what you sent for Lidia last year.
Employee Name: Alina Acosta-Romay
Date of employment: February 16, 2017
Termination reason: Quit
Date notified: May 14, 2018
Last date worked: July 25, 2018
Specify what benefits to be extended: Dental, Healthcare,
Date extension ends: July 13, 2018
                Let me know if you need any more information.
Thank you",True,2018-05-30T19:44:07.000+0000,False,False,005G0000002gy4AIAQ,2018-05-29T18:30:56.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 233-3925,,danielle.mulligan@tfocanada.ca,,,,,,,,,,,,,,,0.0,,0011600001lUc5mAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2865.0
5000A000001294RQAQ,False,,00015645,003G0000018f7MlIAI,0010A000002wPSQQA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#222870 - Survivor Benefits,Medium,"SS00000058 - to terminate November 3rd, 2019",True,2018-05-30T12:15:03.000+0000,False,False,005G0000002gxymIAA,2018-05-30T12:15:00.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOUAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2864.0
5000A0000012O0fQAE,False,,00015650,0030A0000029nf1QAA,0010A000002wNGkQAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,May 30/18- Life Claim for MD,Medium,"Hello Dominique, in hoping this finds you well-

Please find attached a copy of the Group Life Claim form on behalf of Marven Dillon for his spouse, Mrs. Mary Baldridge.
Also enclosed in the scan file above is a copy of the proof of death and the Group policy Change form.

June 11, 2018- Dependent Life Claim $10,000.89 arrived. Sent to Caroline by FedEx.

Marven has requested that the death benefit cheque be sent to my attention and I will deliver it to the family in Orleans.


If you require any additional information, please do not hesitate to contact me.

Thanking you in advance,",True,2018-06-11T17:01:28.000+0000,False,False,005G0000002gy4AIAQ,2018-05-30T16:31:27.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)898-0713,,caroline.daigle@dfsin.ca,,,,,,,,,,,,,,,0.0,,001G000000xNa3xIAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2864.0
5000A0000012Z9jQAE,False,,00015652,003G0000018f7UzIAI,0010A000002wPbvQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#406906 - May 2018 - Underwriting Exception,Medium,"Spin off group (from #286246)
Approval to grandfather the full LTD amount from the previous plan in the amount of $3,400 for each plan member. Mg.",True,2018-05-30T19:22:35.000+0000,False,False,005G0000002gxymIAA,2018-05-30T19:22:32.000+0000,005G0000002gxymIAA,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0010A000003AMYpQAO,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2864.0
5000A0000015YQXQA2,False,,00015812,003G0000018f7TKIAY,0010A000002wPZuQAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"severance#6  life -hc/dc -june 1-sept 21/2018,  std/ltd; june 1/18-july 27/18",Medium,,True,2018-06-07T18:58:04.000+0000,False,False,005G0000002gy4FIAQ,2018-06-07T18:57:56.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:00.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,,,,0.0,,00116000021LJWmAAO,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2856.0
5000A000001695JQAQ,False,,00015903,003G0000018f7TxIAI,0010A000002wPaWQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#232797 - June 2018 - Ex-Gratia,Medium,Id#99 - Did not use drug card and pharmacy over charging plus a cream that is no longer considered by prescription (natural product).  Requested ex-gratia in the amount of $58.94. - Approved.,True,2018-06-11T18:32:39.000+0000,False,False,005G0000002gxymIAA,2018-06-11T18:32:37.000+0000,005G0000002gxymIAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)667-3667X1,(613) 724-9445,tconte@cfservices.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkVAAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2852.0
5000A0000016atqQAA,False,,00015952,003G0000018f7TpIAI,0010A000002wPaPQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#294575 - June 2018 - Ex-Gratia Request,Medium,Id# 17 - Welcome Plan claim for a Hospital fee from Sept 2014.  Client stated that they only received the invoice in April 2018.  This is beyond the 15 months time frame to submit claims. - Approved to pay by Michelle Ann Santos. Mg.,True,2018-06-13T18:13:02.000+0000,False,False,005G0000002gxymIAA,2018-06-13T18:12:59.000+0000,005G0000002gxymIAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)824-8335,(613) 852-2521,tim@palladiuminsurance.ca,,,,,,,,,,,,,,,0.0,,001G000001kEtZbIAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2850.0
5000A0000017bF4QAI,False,,00015965,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Employee added onto two policy - same owner,Medium,"June 13, 2018 - emailed the advisor to let them know the good news. 

June 13, 2018 - heard back from HO that they approved terminating the employee back to 2015 date.

June 8, 2018 heard back from HO that this is under review with management

June , 2018 - went to head office to see what can be done as the employee had been on both policies for a few years.

June 13, 2018 - advisor met with the plan admin and owners to go through renewals.  They noticed that one employee is listed on two polcies.  The owner has Rob's tire and Dave's Auto.  The employee had been incorrectly added onto both.  Wants the employee to only be covered under Rob's Tire.",True,2018-06-14T15:43:10.000+0000,False,False,00516000006l6nrAAA,2018-06-14T15:41:17.000+0000,00516000006l6nrAAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001qwtbIAAQ,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,2849.0
5000A000001DaQrQAK,False,,00016165,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Faxed Brand Name Drug forms for Julie to Drug Services,Medium,See file.  Faxed drug forms to drug services,True,2018-06-26T15:02:51.000+0000,False,False,005G0000002gy6XIAQ,2018-06-26T15:02:30.000+0000,005G0000002gy6XIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,0010A000003VZa0QAG,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,2837.0
5000A000001DlNyQAK,False,,00016166,0030A0000029YCoQAM,0010A000002wT9TQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance- June2018 -lfoley,Medium,"Severance request- Please extend benefits as below: 
 
ID # 35  Laura Foley  –                    Life, AD&D, HC/DC                          June 14, 2018  -  July 19, 2018.
                                                                STD, LTD                                               June 14, 2018  -  June 28, 2018.",True,2018-06-27T12:25:53.000+0000,False,False,005G0000002gy4FIAQ,2018-06-27T12:13:36.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)234-5048,,patrick.mcbane@iainvestia.ca,(613)225-8812,,,,,,,,,,,,,,0.0,,0011600001y5StGAAU,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2836.0
5000A000001EHHzQAO,False,,00016192,0030A0000029c71QAA,0010A000002vtpcQAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,14231673- Slorach,Medium,Inforce illustrations showing payment of 75K and a 2nd showing no more payments.,True,2018-06-28T20:24:57.000+0000,False,False,005G00000066hu9IAA,2018-06-28T20:22:08.000+0000,005G0000002gy2jIAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(519)680-3043,5199029293,cmaaskant@ipcadvisor.com,(519)680-3447,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,Quotation,0.0,0.0,0.0,,False,2835.0
5000A000001F1WeQAK,False,,00016291,0030A0000029b58QAA,0010A000002vtwyQAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Product Question,Medium,,True,2018-07-04T20:33:59.000+0000,False,False,0050A000000Hwg9QAC,2018-07-04T20:33:26.000+0000,0050A000000Hwg9QAC,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(416)367-4417,,sheri.plowman@caponifinancial.ca,(416)367-4545,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hwg9QAC,,,,,,Concept,0.0,0.0,0.0,,False,2829.0
5000A000001F4eNQAS,False,,00016300,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,severance-c bates-life.h./d july 3/18-oct2/18,Medium,"Severance request- Please extend benefits as below: 
 
ID # 18  Cameron Bates  –                            HC/DC, Life/AD&D                           July 3, 2018  -  October 2, 2018.
                                                                                STD & LTD                                            July 3, 2018  -  July 24, 2018",True,2018-07-05T12:25:06.000+0000,False,False,005G0000002gy4FIAQ,2018-07-05T12:25:00.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001y5StGAAU,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2828.0
5000A000001FJUyQAO,False,,00016318,0030A0000029SxdQAE,0010A000002vt5CQAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,payment for July was to be postposted,High,"they took out the payment on the firstof July, was suppose to be postponed. My fault, gave them wrong policy number. Erin peters has sent the banking info to the banking dept, to have them put the money back in their account.  they will then withdrawl for july 15/18.",False,,False,False,005G0000002gy4FIAQ,2018-07-06T12:20:50.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613) 760-2999,,julie.potvin@mercer.com,,,,,,,,,,,,,,,0.0,,001G000000yYu6xIAC,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2827.0
5000A000001Fw8FQAS,False,,00016374,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#297514 - July 2018 - Head Office Exception beyond 4 month rule,Medium,"Id#2 should have been terminated from the plan May 1st, 2017 due to no longer being eligible.

HO agreed to process the exception resulting in a retroactive premium credit adjustment of $514.29",True,2018-07-10T17:52:22.000+0000,False,False,005G0000002gxymIAA,2018-07-10T17:52:19.000+0000,005G0000002gxymIAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001sErzvAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2823.0
5000A000001GJQZQA4,False,,00016414,003G0000018f7MlIAI,0010A000002wPSQQA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,#290529 - July 2018 - Underwriting Exception,Medium,"We acknowledge the executives of this firm will be taking a temporary 50% reduction in salary until the end of 2018 and wish to maintain coverage based on their current unreduced  levels during this period.

As an exception we will facilitate this request until the end of the year. The client should maintain their current unreduced  salaries in our system and we will charge premiums based on those current salaries.

Starting Jan 1, 2019, any claims would be based on their actual earnings.",True,2018-07-12T13:52:15.000+0000,False,False,005G0000002gxymIAA,2018-07-12T13:52:12.000+0000,005G0000002gxymIAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,001G0000011ckZaIAI,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2821.0
5000A000001GKEBQA4,False,,00016418,003G0000018f7UzIAI,0010A000002wPbvQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#290471 - July 2018 - Beyond 4 month rule,Medium,"Id# 29 and Id# 34 were terminated processed on GN by PA.  The term date was December 31st, 2017, but entered as December 31st, 2018 in error.
This was corrected to December 31st, 2017 resulting in a premium credit of $5474.03. Mg.",True,2018-07-12T14:24:35.000+0000,False,False,005G0000002gxymIAA,2018-07-12T14:24:33.000+0000,005G0000002gxymIAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,001G0000017y8y7IAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2821.0
5000A000001GQOWQA4,False,,00016439,003G0000018f7mxIAA,0010A000002wPtQQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#61648 - Survivor Benefits,Medium,"SS00000060 until April 20th, 2020",True,2018-07-12T18:31:51.000+0000,False,False,005G0000002gxymIAA,2018-07-12T18:31:49.000+0000,005G0000002gxymIAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)727-0424,(613) 850-5749,accounting@bennettinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkEhAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2821.0
5000A000001GZQoQAO,False,,00016543,003G0000018f6ahIAA,0010A000002wOXzQAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,July 6/18-Life Claim for AL,Medium,On July 6/18-Life claim documents sent by email to Head Office for Amy Lecompte.,True,2018-07-13T15:01:04.000+0000,False,False,005G0000002gy4AIAQ,2018-07-13T15:01:00.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)591-0337,(613) 720-5434,brian.adams@ecivda.com,,,,,,,,,,,,,,,0.0,,001G0000018e8AXIAY,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2820.0
5000A000001Ga32QAC,False,,00016545,003G000001D2AzGIAV,0010A000002wRocQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,July 11/18-Life Claim DA,Medium,"July 20/18- Life claim payment $45,000.00 arrived for Jessie Morin. Sent by FedEx to Jessie Morin
July 11/18-Sent Life claim for Derek Amyot. Expecting Survivor benefit.",True,2018-07-13T15:27:11.000+0000,False,False,005G0000002gy4AIAQ,2018-07-13T15:27:08.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(819) 771-4419,,f.bergeron@groupedussault.ca,,,,,,,,,,,,,,,0.0,,0011600001lUdosAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2820.0
5000A000001H3oTQAS,False,,00016629,003G000001D2AzGIAV,0010A000002wRocQAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,July 17/18-Survivor Benefit JM,Medium,"July 17/18-RE employee name:	Derek Amyot
Surviving Spouse: 	Jessie Morin

Please be advised survivor benefits for the health and dental benefits has now been set up on the BEN system effective June 22, 2018 under identification SS00000004 new cert.
(The survivor benefits have also been set up on the BCE Emergis system.  The pharmacist will have to enter relationship code 01.)

The benefits continued are subjected to the same limitations and restrictions as the employee plan that was inforce. 

This coverage will terminate June 21, 2020 or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.

Please advise the client accordingly, should you have any questions or concerns please do not hesitate to contact me. 

I will let you know as soon as I receive the drug card.",True,2018-07-17T13:39:32.000+0000,False,False,005G0000002gy4AIAQ,2018-07-17T13:39:29.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(819) 771-4419,,f.bergeron@groupedussault.ca,,,,,,,,,,,,,,,0.0,,0011600001lUdosAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2816.0
5000A000001H5YwQAK,False,,00016634,0031600002SyyTgAAJ,0010A000002wNw7QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,July 17/18- Severance Request KJ,Medium,"July 17/18-severance request for policy 281829, id 54:

Employee Name: Kenneth Jennings
Date of employment: May 1, 2017
Termination reason: Terminated
Date notified: July 13, 2018
Last date worked: July 13, 2018
Specify what benefits to be extended: All benefits 
Date extension ends: August 13, 2018",True,2018-07-23T15:20:05.000+0000,False,False,005G0000002gy4AIAQ,2018-07-17T14:47:20.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)727-1235,(613) 854-9009,bbell@millarcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001lUc5qAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2816.0
5000A000001H80TQAS,False,,00016650,0030A0000029eobQAA,0010A000002w34XQAQ,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,Email,,Residents Olivia,Medium,Grad program,False,,False,False,005G0000002gy4ZIAQ,2018-07-17T16:12:38.000+0000,005G0000002gy4ZIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)487-9981,613.487.9981,christian.perrault@cablevision.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4ZIAQ,,,,,,,0.0,0.0,0.0,,False,2816.0
5000A000001HAbHQAW,False,,00016661,0030A0000029cPIQAY,0010A000002vuN8QAI,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,High,"working on a $100,000 rated case.

Using ASTRA to compete with Manu.",True,2018-07-17T17:50:26.000+0000,False,False,0050A000000Hwg9QAC,2018-07-17T17:50:09.000+0000,0050A000000Hwg9QAC,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(416)681-7171,,kthomson@assante.com,(416)681-7170,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,0050A000000Hwg9QAC,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,2816.0
5000A000001HQHJQA4,False,,00016699,003G0000018f7MlIAI,0010A000002wPSQQA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#292295 - June 2018 - Survivor Benefits,Medium,"SS00000011 until June 8th, 2020
Health and Dental benefits",True,2018-07-18T17:39:50.000+0000,False,False,005G0000002gxymIAA,2018-07-18T17:39:48.000+0000,005G0000002gxymIAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,001G000001JH7raIAD,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2815.0
5000A000001HaIrQAK,False,,00016728,0031600002a7EpDAAU,0011600001zNbLuAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"July 16-19/18-Credit (1,467.70) transfer by direct deposit",Medium,"July 16-19/18-After incident call from primary owner, action was done to update the adjustments (Sylvie S, Rosevita T, Sabrina M).  
-Sylvie got HO support for Rosevita and Sabrina to review the account immediately
-Sabrina placed the adjustments that produced the correct credit as the reconciliation and we produced a preview billing
-Araceli, p/a, was called and email to confirm the credit transfer preference
-Direct Deposit was choose with advisement that is was a special arrangement and 3-5 business days were needed
-July 19/18Sylvie, Rosevita and Mitch were all Bcc'd on the client confirmation email.",True,2018-07-19T14:18:55.000+0000,False,False,005G0000002gy4AIAQ,2018-07-19T14:18:51.000+0000,005G0000002gy4AIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613) 260-0373,,araceli@janexauto.com,,,,,,,,,,,,,,,0.0,,0011600001zNbLuAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,2814.0
5000A000001HndJQAS,False,,00016789,003G0000018f7MlIAI,0010A000002wPSQQA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#293606 - July 2018 - Release Claims due to Arrears,Medium,Client changed bookkeeper and June payment was missed.  Erin Peters agreed to release claims based on payment coming. Mg.,True,2018-07-20T13:22:16.000+0000,False,False,005G0000002gxymIAA,2018-07-20T13:22:13.000+0000,005G0000002gxymIAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,001G000001cowqnIAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2813.0
5000A000001I2VUQA0,False,,00016822,,,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,high user,Medium,"The employers son has been diagnosed with a rare genetic disease.  He has been sick for over 4 years now without a diagnosis and finally has one.  He was declined for LTD in 2016 as late in applying since he had been off since 2014.  

There is also question that he is even eligible for coverage as he is not working enough hours.",True,2018-07-23T12:32:20.000+0000,False,False,005G0000002gy6XIAQ,2018-07-23T12:32:12.000+0000,005G0000002gy6XIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUjkkAAC,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,2810.0
5000A000001Ib5BQAS,False,,00016928,003G000001IkV6xIAF,0010A000002wRn8QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#238327 - July 2018 - Release Claims Suspension,Medium,"July 25th, 2018
Client switched from paper to online billing and did not get June's bill.  They have sent payment for both June and July and HO agreed to release claims in anticipation of cheque to be received.",True,2018-07-25T14:36:49.000+0000,False,False,005G0000002gxymIAA,2018-07-25T14:36:46.000+0000,005G0000002gxymIAA,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613) 725-1515,,jeremy@moorefinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUc5ZAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,2808.0
5000A000001JbY5QAK,False,,00017067,003G0000018f7mxIAA,0010A000002wPtQQAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Severance # 12= hc/dc july 20/18-oct 5/18,Medium,,False,,False,False,005G0000002gy4FIAQ,2018-07-31T14:32:06.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)727-0424,(613) 850-5749,accounting@bennettinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkEsAAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2802.0
5000A000001JbiyQAC,False,,00017068,003G0000018f7mxIAA,0010A000002wPtQQAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Severance # 10-– HC/DC, Life/AD&D, Contact   July 20, 2018  -  October 12, 2018.",Medium,"ltd/std  july 20/18, aug 31/2018",True,2018-07-31T14:37:11.000+0000,False,False,005G0000002gy4FIAQ,2018-07-31T14:37:05.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(613)727-0424,(613) 850-5749,accounting@bennettinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkEzAAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2802.0
5000A000001JvbeQAC,False,,00017138,003G0000018f7TUIAY,0010A000002wPa4QAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Severance # 42,#52,#62",Medium,"Severance request- Please extend benefits as below:  

ID# 42  Wouter Van Halderen  			LTD 			July 3/2018	to	July 31/2018
						Blife/HC/DC/CNTCT	July 03/2018	to	October 09/2018

ID# 52 Pamela Jones 	 			LTD 			July 3/2018	to	July 17/2018
Blife/HC/DC/CNTCT	July 03/2018	to	October 23/2018
 
ID #62David Martinek 				HC/DC			July 27/2018	to	August 31/2018",True,2018-08-01T15:38:34.000+0000,False,False,005G0000002gy4FIAQ,2018-08-01T15:38:29.000+0000,005G0000002gy4FIAQ,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpnAAC,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,2801.0
5000A000001M6b7QAC,False,,00017860,003G000001C3Z7BIAV,0010A000002wRUbQAM,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Di Case,Medium,Looking a at a life and DI case for pediatric Dental surgeon,False,,False,False,00516000007QT21AAG,2018-08-13T19:03:53.000+0000,00516000007QT21AAG,2023-12-15T04:14:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:20.000+0000,,(709) 682-3911,jamie.peddle@investorsgroup.com,,,,,,,,,,,RBC,RBC,,,0.0,,,0.0,False,,,,,,00516000007QT21AAG,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,2789.0
5000A000001U6A6QAK,False,,00029893,0030A000001a0HlQAI,001G000000urMrXIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,ASTRA,Medium,"We have a case that is being underwritten and we think that there will be a 200% rating.  It is WA20 for 1.5m of dB.  

When I produce an illustration it automatically does a rating reduction to 150%.  Is that correct?  The policy qualifies for astra? 
I advised Rebecca to input 200% under rating tab and system will automatically apply ASTRA and reduce rating to 150%",False,,False,False,00516000007QT2JAAW,2018-09-18T18:21:23.000+0000,00516000007QT2JAAW,2023-12-15T04:14:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:04.000+0000,(416) 848-9460,(613) 331-5307,rebecca@scottinsuranceinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2JAAW,,,,,,,0.0,0.0,0.0,,False,2753.0
5000A000001UEFkQAO,False,,00030025,003G0000018f6uLIAQ,0015o000008CygBAAS,,,,,,Life,012G00000012AYVIA2,More Information Required,Complex Case,Email,,Business Owner - sale of his business,High,Paul has a client who recently sold his business and Paul would like to put together some fixed income alternatives using life insurance,False,,False,False,00516000007QT1nAAG,2018-09-19T10:51:42.000+0000,00516000007QT1nAAG,2024-02-07T18:33:04.000+0000,0055o0000019VX9AAM,2024-02-07T18:33:04.000+0000,(519)966-4400,(519) 790-9321,pdufour@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT1nAAG,,,,,,,0.0,0.0,0.0,,False,2752.0
5000A000001YJiEQAW,False,,00032811,003G0000018f6vMIAQ,001G000000urMpnIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Berthiaume,Medium,"Transfer to Q trade then move to avdisor - wants to use N series and negotiate fee - client is a friend of advisor, looking to keep fees down.",False,,False,False,0050A000000J05DQAS,2018-10-05T16:40:04.000+0000,0050A000000J05DQAS,2023-12-15T04:14:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:04.000+0000,(226)216-2690X312,(519) 984-1206,tim@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000J05DQAS,,,,,,,0.0,0.0,0.0,,False,2736.0
5000A000001YoLFQA0,False,,00033068,0030A0000029bScQAI,0010A000002vu81QAA,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,Special quote for JLTD $30M with IFA,High,"M51NS - declined  F44NS standard  WA Pay 100 ESA is M40NS
$30M with max ADO and minimum ADO payable for 10 years with IFA.  

Also request same for UL limited 10-pay, UL limited 20-pay and life pay to compare premiums.",False,,False,False,00516000007QT2JAAW,2018-10-09T20:11:57.000+0000,00516000007QT2JAAW,2023-12-15T04:14:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:04.000+0000,(905)513-9139X316,4162301448,deceased_nuruddin.janmohamed@apnins.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2JAAW,,,,,,,0.0,0.0,0.0,,False,2732.0
5000A000001YoUGQA0,False,,00033072,003G0000018f6kCIAQ,001G000000urMrXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,London Life 20 pay,Medium,"Can I pls get a quote for $200k of 20-pay, with earliest premium offset for a male, non-smoker age 62. 

This is an Econolife conversion with London Life.",True,2021-07-08T15:22:22.000+0000,False,False,00516000007QT2JAAW,2018-10-09T20:14:51.000+0000,00516000007QT2JAAW,2023-12-15T04:14:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:04.000+0000,(905)718-9222,(905) 718-9222,brian@scottinsuranceinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2JAAW,,,,,,,0.0,0.0,0.0,,False,2732.0
5000A000001b4e6QAA,False,,00034437,0030A0000029aUjQAI,0010A000002vuQVQAY,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,Forms required for JLTD Corporate owned UL,Medium,"My customer Benson and Jean Lee decide to go with the Canada Life Universal Insurance.  The policy owner will be their company Samson Produce Inc.  and their life is the life insured.  I am going to see them on Friday.  Before I go, I want to double check with you, is there any other forms that I need? other than:
 For Canada Life Insurance Company—
1.	Application for Life insurance (form 17-8921-10/17)
2.	Product pages for life insurance application (form 17-8927-8/17)",False,,False,False,00516000007QT2JAAW,2018-10-18T15:47:07.000+0000,00516000007QT2JAAW,2023-12-15T04:13:43.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:43.000+0000,(416)868-3284,,,(416)864-2711,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2JAAW,,,,,,,0.0,0.0,0.0,,False,2723.0
5000A000001b7whQAA,False,,00034456,003G0000018f6kCIAQ,001G000000urMrXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Request an RPU after the 10th payment.  Please add enough ADO to maintain original DB and RPU after 10th payment on reduced div scale.,Medium,"M52NS WA Max 20 $800,000 with basic annual premium of $34,603.",True,2021-07-08T15:22:39.000+0000,False,False,00516000007QT2JAAW,2018-10-18T17:28:34.000+0000,00516000007QT2JAAW,2023-12-15T04:13:43.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:43.000+0000,(905)718-9222,(905) 718-9222,brian@scottinsuranceinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2JAAW,,,,,,,0.0,0.0,0.0,,False,2723.0
5000A000001cExnQAE,False,,00035143,0030A0000029dx2QAA,0010A000002vuQBQAY,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Phone,,48408481C  S Arbeau,Medium,"Spoke with Steve about it over the last few weeks, we've rated with two exclusions.  Talked to him last night about it just to get an update and it sounds like he is just trying to get ahold of the client.",False,,False,False,005G00000066hu9IAA,2018-10-23T18:33:56.000+0000,005G0000002gy2jIAA,2023-12-15T04:13:43.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:43.000+0000,(519)746-1900,(519) 498-4327,steve.wiffen@rbc.com,(519)578-6509,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,,3.0,0.0,0.0,,False,2718.0
5000A000001fxcbQAA,False,,00038497,0030A0000029bScQAI,0010A000002vu81QAA,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,IFA,Medium,"M29NS WA Pay 100 $3M with ADO. Total premium = $75,000 
M29NS EA Pay 100 $3M with ADO.  Total premium = $95,000
M29NS WA Pay 100 $5M with ADO.  Total premium = $157,00
M29Ns EA Pay 100 $5M with ADO.  Total premium = $125,000",False,,False,False,00516000007QT2JAAW,2018-11-06T18:32:07.000+0000,00516000007QT2JAAW,2023-12-15T04:13:43.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:43.000+0000,(905)513-9139X316,4162301448,deceased_nuruddin.janmohamed@apnins.com,(905)513-8992,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,00516000007QT2JAAW,,,,,,,0.0,0.0,0.0,,False,2704.0
5000A000001iX63QAE,False,,00043140,0030A0000029hk5QAA,0010A000002vuQBQAY,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,Sepetanc: 14266888 & 14909428,Medium,,False,,False,False,005G00000066hu9IAA,2018-11-15T15:05:08.000+0000,005G00000066hu9IAA,2023-12-15T04:13:43.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:43.000+0000,(519)337-3718,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,,3.0,0.0,0.0,,False,2695.0
5000A000001iX8YQAU,False,,00043141,0030A0000029hk5QAA,0010A000002vuQBQAY,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,Soulliere: 14903274 & 13849326,Medium,inforce  offset,False,,False,False,005G00000066hu9IAA,2018-11-15T15:06:13.000+0000,005G00000066hu9IAA,2023-12-15T04:13:43.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:43.000+0000,(519)337-3718,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,,10.0,0.0,0.0,,False,2695.0
5000A000001kVGKQA2,False,,00047128,003G0000018f6anIAA,001G000000urMnaIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Mike E referral,Medium,"client referred by his own brother, Mike's existing client.  1.25M coverage, approx 86K annual prem. ME has left a voicemail seeking help illustrating and comparing GWL to other carriers",False,,False,False,00516000006lERPAA2,2018-11-22T00:35:30.000+0000,00516000006lERPAA2,2023-12-15T04:13:43.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:43.000+0000,(604)685-6521,(604) 617-4123,michael@etheringtonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lERPAA2,,,,,,,0.0,0.0,0.0,,False,2689.0
5000A000001kf7JQAQ,False,,00047359,0030A0000029Z0WQAU,0010A000002vu4xQAA,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Kremenchutzky MPC,Medium,"Wants to surrender values from the policy,  JLTD - premium on 1st death, first death occurred.",False,,False,False,005G00000066hu9IAA,2018-11-22T16:57:52.000+0000,005G0000002gy2jIAA,2023-12-15T04:13:43.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:43.000+0000,(519)859-3667,,fpturchi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,,3.0,0.0,0.0,,False,2688.0
5000A000001ldcJQAQ,False,,00049222,0030A0000029dx2QAA,0010A000002vuQBQAY,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,60122297U - Dr. Zohra Docrat,Medium,"Max deposit for 2017-2018 period.  e-mail of Nov 26, 2018",False,,False,False,005G00000066hu9IAA,2018-11-26T20:19:57.000+0000,005G0000002gy2jIAA,2023-12-15T04:13:43.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:43.000+0000,(519)746-1900,(519) 498-4327,steve.wiffen@rbc.com,(519)578-6509,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G00000066hu9IAA,,,,,,,1.0,0.0,0.0,,False,2684.0
5000A000001qPZDQA2,False,,00058604,0030A0000029ngYQAQ,0010A000002vuQVQAY,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Westpet Corp - Kenneth & Cheryl Austin,Medium,,False,,False,False,005G0000002gy2jIAA,2018-12-12T14:27:17.000+0000,005G0000002gy2jIAA,2023-12-15T04:14:05.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:05.000+0000,(519)646-2146,,blair.mott@nbc.ca,(519)645-0902,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,8.0,0.0,0.0,,False,2668.0
5000A0000020SAGQA2,False,,00081689,003G0000018f6SbIAI,0010A000002wOOvQAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Whole life Tracey and Tony Timmermans,Medium,"Joint work with advisor to place policy for clients and find best solution for their needs. 
Worked with budget between $150 and $200 to get the most coverage on a permanent plan.",True,2019-01-17T16:52:08.000+0000,False,False,0050A000000tHBCQA2,2019-01-17T16:51:40.000+0000,0050A000000tHBCQA2,2023-12-15T04:13:44.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:44.000+0000,(705)242-7604,(705) 931-0325,judy@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000tHBCQA2,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,2632.0
5000A0000020VJTQA2,False,,00081788,0031600002G4XqPAAV,0010A000002wNEnQAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Richard Sabourin,Medium,"Conversion of $50,000 of term to UL. 
Helped Karen ascertain exactly what options were available to her client.",True,2019-01-17T17:58:48.000+0000,False,False,0050A000000tHBCQA2,2019-01-17T17:58:37.000+0000,0050A000000tHBCQA2,2025-01-14T15:01:35.000+0000,0050A000001TA3IQAW,2025-01-14T15:01:35.000+0000,(905)480-0344,(416) 592-0194,karen.mccarrol@lazarwealth.com,(905)480-0328,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000tHBCQA2,,,,,,Quotation,1.0,0.0,0.0,,False,2632.0
5000A000002OGS5QAO,False,,00120241,003G0000018f7jYIAQ,001G000000urN05IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Case Consultation,Medium,One client has sleep apnea and was curious with tentative assessment.  Another had an irregular heartbeat but should not be an issue.,True,2020-06-02T11:01:39.000+0000,False,False,00516000007QT21AAG,2019-03-26T19:44:46.000+0000,00516000007QT21AAG,2023-12-15T04:13:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:13:45.000+0000,(709)237-4122,(709) 682-6275,sneil@murphyneil.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT21AAG,,,,,,,0.0,0.0,0.0,,False,2564.0
5000A000002oW2DQAU,False,,00445184,0030A0000029lz9QAA,0010A000002vu0TQAQ,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Maximizing CDA,Medium,Advisor would like to know what is the maximum amount that his client can deposit in his UL policy in order to maximize the CDA.,False,,False,False,0050A0000011Za6QAE,2019-05-31T14:54:07.000+0000,0050A0000011Za6QAE,2023-12-15T04:14:28.000+0000,0050A000001ckRTQAY,2023-12-15T04:14:28.000+0000,(514)990-8922,(514) 594-4446,jacques@csfjv.ca,(514)666-9891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A0000011Za6QAE,,,,,,,0.0,0.0,0.0,,False,2498.0
5000A000004rixvQAA,False,,02477788,0030A0000029ng6QAA,0010A000002wAVrQAM,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,GWL - CL Transfer,Medium,PS2 100/100 $1.3m,False,,False,False,00516000006aFV3AAM,2019-12-17T23:33:33.000+0000,00516000006aFV3AAM,2023-12-15T04:15:48.000+0000,0050A000001ckRTQAY,2023-12-15T04:15:48.000+0000,(519)485-5801,,susan@ianmoyer.com,(519)425-1207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFV3AAM,,,,,,Presentation,0.0,0.0,0.0,,False,2298.0
5000A000006x8AXQAY,False,,03015227,0030A0000029mUkQAI,0010A000002w9U9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Medical - Hospital,Medium,2 Step Verification has been disabled.,True,2025-08-26T19:05:51.000+0000,False,False,0050A000000Hpd3QAC,2020-08-05T22:54:04.000+0000,0050A000000Hpd3QAC,2025-08-26T19:05:55.000+0000,0050A000001i2a9QAA,2025-08-26T19:05:55.000+0000,(450)508-2174,(514) 816-6465,emmanuel.bedard@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hpd3QAC,,,,,,,0.0,0.0,0.0,,False,2066.0
5000A000007rPiVQAU,False,,03316771,003G000001IkdhTIAR,0010A000002wSUgQAM,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,Phone,,Introduction for Dimos,Low,"Will email Trevor to further connect with him and his advisors, his email is as stated",False,,False,False,0050A000001o1e5QAA,2021-02-04T17:50:38.000+0000,0050A000001o1e5QAA,2023-12-15T04:16:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:42.000+0000,(613)293-6772,,trevor.turnbull@advicecanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o1e5QAA,,,,,,,1.0,0.0,0.0,,False,1883.0
5000A000007rQRpQAM,False,,03316854,003G000001Ik5fSIAR,0010A000002wSAmQAM,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,Phone,,Book meeting with Christopher,Low,"Book meeting with Christopher, intro and team structure",False,,False,False,0050A000001o1e5QAA,2021-02-04T18:06:42.000+0000,0050A000001o1e5QAA,2023-12-15T04:16:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:42.000+0000,(450)687-3971,(514) 824-5314,christopher.guarnieri@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o1e5QAA,,,,,,,2.0,0.0,0.0,,False,1883.0
5000A000008AG3FQAW,False,,03412827,0030A0000029YroQAE,0010A000002vtmUQAQ,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Dwight,Medium,Term conversion opportunity,True,2021-03-24T11:57:07.000+0000,False,False,00516000007QT21AAG,2021-03-24T01:00:12.000+0000,00516000007QT21AAG,2023-12-15T04:16:48.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:48.000+0000,(902)538-9097,(902) 692-1230,dwightjohnson77@gmail.com,(902)538-3018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT21AAG,,,,,,Quotation,0.0,0.0,0.0,,False,1836.0
5001600000cdGhuAAE,False,,00006133,003G0000018f6eVIAQ,001G000000urMwCIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Service Request,Medium,"Open Enrollment - Adding 6 employees, waiting on H.O. confirmation to add: 
Jerry Pond
Michael McNutt
Dallas Ramsay
Dave Benn
Dawn Steeves
Fay Foley",True,2015-04-15T13:57:40.000+0000,False,False,005G0000002hmpgIAA,2015-02-02T19:01:12.000+0000,005G0000002hmpgIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(506)457-5524,(506) 470-5193,mike@washburn.solutions,(506)474-1896,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hmpgIAA,,,,,,,0.0,0.0,0.0,,False,4077.0
5001600000cdHieAAE,False,,00006134,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION - 286099 SUNSHINE CARRIERS,Medium,"REDUCED IN SIZE, EE'S COVERED THROUGH NHIB",True,2015-02-02T19:52:52.000+0000,False,False,005G0000002gy0lIAA,2015-02-02T19:52:28.000+0000,005G0000002gy0lIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4077.0
5001600000cdIrmAAE,False,,00006135,003G0000018f75gIAA,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Series 1 & 2 potential,Medium,"His client wanted to know what was the exact product he bought, guarantes, MER, fees to withdraw.
Larby is trying to turn this into an opportunity to get the funds that are currently under management at National Bank.
He sent him an e-mail that we helped him re-word, including brochures on Series 1 & 2.",True,2015-02-02T21:00:51.000+0000,False,False,005G0000002gy8MIAQ,2015-02-02T21:00:30.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,514-331-5838,(514) 862-6693,larbi.ouazzani@freedom55financial.com,,,,,,,,,,,National Bank,Other,,,0.0,,,0.0,False,National Bank,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Marketing Piece,1.0,0.0,0.0,,False,4077.0
5001600000cdOl9AAE,False,,00006148,003G0000018f7ZDIAY,001G000000urN4cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment - Effective Feb 1 2015,Medium,"Add Class 2  - owners
Class 1 All other employees - Reduce coinsurance on health, drugs and dental to 80%",True,2015-02-03T14:54:44.000+0000,False,False,005G0000002gyAEIAY,2015-02-03T14:54:32.000+0000,005G0000002gyAEIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 688-5531 ext 216,(289) 686-2671,ruthann.kamphuis@hubinternational.com,,,,,,,,,,,,,,,0.0,,0011600001lUdkAAAS,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4076.0
5001600000cdS60AAE,False,,00006185,003G000001NrtavIAB,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Deductibility of LI premiums,Low,,True,2015-02-03T18:03:36.000+0000,False,False,005G0000002heHMIAY,2015-02-03T18:03:23.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780)428-8585,,wei.lin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4076.0
5001600000cdS81AAE,False,,00006186,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Choosing owner of LI,Low,,True,2015-02-03T18:05:16.000+0000,False,False,005G0000002heHMIAY,2015-02-03T18:05:04.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4076.0
5001600000cdSSQAA2,False,,00006187,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Choosing owner of LI,Low,,True,2015-02-03T18:23:59.000+0000,False,False,005G0000002heHMIAY,2015-02-03T18:23:52.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4076.0
5001600000cdW8jAAE,False,,00006188,003G0000018f7wwIAA,0015o000008Cyf3AAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Buchwald,Medium,"Client inquired about fees and withdrawals. Sent Carolyn fee comparison between current retail/MMP and preferred pricing, along with summary of withdrawals made in 2014.",True,2015-02-03T20:53:45.000+0000,False,False,005G0000002gy6dIAA,2015-02-03T20:53:21.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-2588,(204) 479-3268,carolyn@madisonfinancial.ca,,,,,,,,,,,Bank,Other,,,0.0,,,0.0,False,Bank,,,,,005G0000002gy6dIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4076.0
5001600000cdbOMAAY,False,,00006189,003G000001IkUyWIAV,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Explaining Preferred Series and aggegation rules & Rep Commission,Medium,,True,2015-02-04T14:37:10.000+0000,False,False,005G0000002gy7yIAA,2015-02-04T14:36:10.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 829-3777 x 28,(647) 231-0449,les.petch@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4075.0
5001600000cdctBAAQ,False,,00006190,003G0000018f6vYIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Portabay Auto,High,"GWL withdrew over $13,000 from their account on Feb 1 in error.  Charito has been made aware.  Cients bank has reveresed all NSF payment fees .",True,2015-03-12T14:20:52.000+0000,False,False,005G0000002gy7UIAQ,2015-02-04T16:03:25.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,(902) 877-5182,joerg@kanehlfinancial.com,(902) 830-2211,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,1.0,0.0,0.0,,False,4075.0
5001600000cdcuEAAQ,False,,00006191,0030A0000029n1kQAA,001G000000wjNrWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Billing Questions,Medium,"Spoke with owner Chris and he was questioning charges on his bill for 2 employees that were terminated eff Jan 9, 2015. Wasn't happy with the fact that GWL doesn't partial bill and he was charged for the month of Feb for these employees.",True,2015-02-04T16:04:19.000+0000,False,False,005G0000002gyAKIAY,2015-02-04T16:04:07.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)423-8294,,kasia.stolarz@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,001G000001f84dDIAQ,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4075.0
5001600000cdcwUAAQ,False,,00006192,003G0000018f6ToIAI,001G000000urMtLIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,LTD amounts,Medium,Client was given amendment quote with premium amounts that reflect the max amount of benefit for ee's. Client was quite confused.  I have advised her that the actual bill will reflect the actual LTD amount and premium.,True,2015-02-04T16:06:26.000+0000,False,False,005G0000002gy7UIAQ,2015-02-04T16:06:05.000+0000,005G0000002gy7UIAQ,2024-08-13T01:05:44.000+0000,0050A000001TA3IQAW,2024-08-13T01:05:44.000+0000,(902)270-8031,,sheldon@bretonwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmqNAAS,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,3.0,0.0,0.0,,False,4075.0
5001600000cdd02AAA,False,,00006193,003G0000018f81XIAQ,001G000000urMzSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Al and Barb Pace - out of country travel,Low,Onwer and wife are taking a cruise.  Barb Pace is very ill and the client wanted to know if she would have coverage should she have an episode.  I advised them they should call toll free number.,True,2015-02-04T16:09:01.000+0000,False,False,005G0000002gy7UIAQ,2015-02-04T16:08:49.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902) 564-1277,,lowell@brydeninsurance.com,(902) 564-1277,,,,,,,,,,,,,,0.0,,0011600001lUms9AAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4075.0
5001600000cdd1PAAQ,False,,00006194,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,GroupNet,Low,"Owner, Lisa, was having troubles loggin onto GroupNet. She could not open her password attachment.  I copied into an email and sent it along.",True,2015-02-04T16:11:31.000+0000,False,False,005G0000002gy7UIAQ,2015-02-04T16:10:59.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,001G000001YLZmWIAX,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4075.0
5001600000cdgc4AAA,False,,00006207,003G0000018f7jYIAQ,001G000000urN05IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,MRP Claim for Fred Candow,Medium,Mr. Candow has an MRP claim however only $1800 is to be processed through the MPR program.  Mr. Candow sent the MRP claim form and 1 cheque to my attention.  I put a note with the form indicating that only $1800 is to be processed.  Mr. Candow will send along 2 other cheques for the remaining balance of the MRP claim.,True,2015-03-12T14:21:11.000+0000,False,False,005G0000002gy7UIAQ,2015-02-04T19:27:34.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(709)237-4122,(709) 682-6275,sneil@murphyneil.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YPkAAM,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4075.0
5001600000cdjyhAAA,False,,00006208,003G000001IjMzyIAF,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Quadrus charitable foundation account,Low,,True,2015-02-04T22:52:25.000+0000,False,False,005G0000002heHMIAY,2015-02-04T22:52:15.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403) 261-4690 ext 343,,caleb.miller@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4075.0
5001600000cdk2ZAAQ,False,,00006209,0031600002T2GlcAAF,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Low,"All contact via Phil Franklin

Just pitch the term LI, and look for conversion opportunity later.",True,2015-02-04T22:57:06.000+0000,False,False,005G0000002heHMIAY,2015-02-04T22:56:53.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(587) 316-4070,,ed.nathan.wood@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4075.0
5001600000cdk4pAAA,False,,00006210,003G0000018f7HWIAY,001G000000urMoXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Giving comfort to client who bought par LI,Medium,,True,2015-02-04T23:01:02.000+0000,False,False,005G0000002heHMIAY,2015-02-04T23:00:52.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780)940-4795,,charlie.sarnoski@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4075.0
5001600000cdo0cAAA,False,,00006211,003G0000018f6ZLIAY,001G000001kmnyhIAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Annual review of Par sale cases-new illustration? New IRR?,Medium,Kevin wanted to know if he should re-do IRRs for these.,True,2015-02-05T15:25:52.000+0000,False,False,005G0000002gxzcIAA,2015-02-05T15:25:33.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 633-9666,(905) 320-8099,kevinbrady62@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4074.0
5001600000cdoXCAAY,False,,00006224,003G00000282RstIAE,001G000000urMyWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,LTD Non Evidence Maximum,Medium,Christine called looking to see if their NEm can be increased. They are currently at $1800 (calculated at $1400). So given they are already over not much we can do. However Christina informed me that they are 5 employees. Our system is showing only 4. I informed Christina that once the 5th is added the NEM could increase to $2200 minimum. She will let me know once the 5th is added.,True,2015-02-05T15:55:32.000+0000,False,False,005G0000002gy4lIAA,2015-02-05T15:55:18.000+0000,005G0000002gy4lIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(506) 452-1891,,cbeyea@cainboyer.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhWrAAK,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,0.0,0.0,0.0,,False,4074.0
5001600000cdqRBAAY,False,,00006237,003G0000018f7C4IAI,001G000000urMrpIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,IPP wind up,Medium,"John,

I want to be sure we’re clear on this. 

The client is moving from an IPP to a LIRA because they sold the business.

They don’t want to take the money out but simply roll it over. 

There must be some kind of agreement or measure that allows for clients to rollover the money within our company due to situations like this.

There’s a very good chance, otherwise, these funds will be moving out to HSBC.

I spoke with Gus about the new DSC option. That, however, won’t cover the cost of the fee. Also, it ties the client in for another seven years which seems a little unethical.

What are your thoughts? Do you think there’s any way this can be reviewed?

Thanks,

Steve


---------------------------------------

Hi Steve
So no bad news just ok/good news on this.
See below but $$ from IPP needs to be sent to Trustee (GBL) who in turn will transfer monies to the two LL policies setup/being set up for the clients LIRA.
From there, opportunity to DSC reimburse that $2700 back to the clients so they are not out any money as a result of doing business with us.
So that’s the good part and the “ok” being the DSC reimbursement which impacts Gus (assuming he was DSCing)– waiving everything would have been great but not happening in this case.
Let me know if you need any additional information or discuss further.
Thanks,
John

Trusted Partners Local Support 
John F. Foster, CFP®
Regional Sales Director, Wealth Management 
Sales and Marketing Centre, Ontario East & Atlantic Region
Quadrus Investment Services Ltd. 
Ph: 613-270-6867
Fax: 613-270-6801 
Toll Free: 1-800-543-9557
500-515 Legget Drive 
Kanata, ON, K2K 3G4 
john.foster@gwl.ca 

The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.


_____________________________________________
From: Taylor, Cindy (CL) 
Sent: Wednesday, February 04, 2015 2:24 PM
To: Foster, John F.
Subject: IPP for Connected Employees of 1041292 Ontario Inc


Hi John

Per our phone conversation, I have looked into the processing procedures when transferring the IPP to LIRA policies
•	Full redemption with cheque payable to Gordon B Lang & Associates
•	They will handle any tax implications of redemption
•	Issue cheques to London Life for the annuitants 
•	Cheques to be sent to Head Office along with the LIRA applications
•	DSC reimbursement can be processed at time purchase with receipt of DSC reimbursement form

If you have any further questions, please let me know.

Cindy Taylor
Sr. Client Service Specialist
Wealth Management T424 - 5B
Phone 519-435-4767  Fax 1-877-814-6492



From: Campanelli, Stephen 
Sent: Wednesday, February 04, 2015 10:11 AM
To: Foster, John F.
Subject: FW: Shrybman IPP Wind UP

John,

Can you take a look at this, please? This is a IPP wind up for one of Gus’ clients.

The funds are staying in-house. They’ll keep the same types of funds. It just needs to go to a LIRA. Is there anything that can be done to not have a DSC fee charged on an exception basis?

Thanks,
Steve

From: Taylor, Cindy (CL) 
Sent: Tuesday, February 03, 2015 6:01 PM
To: Bernardo, Shannon; Campanelli, Stephen
Subject: RE: Shrybman IPP Wind UP

Hi Stephen

I have looked at the IPP policy and as this is a Non Registered policy, per our transfer guidelines this transaction would be
processed as a sell and a buy.     The fees on the redemption are approximately   $2715.54.

Cindy Taylor
Sr. Client Service Specialist
Wealth Management T424 - 5B
Phone 519-435-4767  Fax 1-877-814-6492

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.





From: Bernardo, Shannon 
Sent: Tuesday, February 03, 2015 9:24 AM
To: Campanelli, Stephen
Cc: Taylor, Cindy (CL)
Subject: FW: Shrybman IPP Wind UP

Hi Stephen,

I have forward this on to a CSS to look into further.

Cindy – please see the below email and advise.

Thank you,

Shannon Bernardo
Advisor Service Representative
Individual Savings - Wealth Management T424-5B
Toll Free: 1-888-532-3322 ext. 4131
Local: 519-951-4131
Fax: 1-877-814-6492
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Campanelli, Stephen 
Sent: Monday, February 02, 2015 9:32 AM
To: Bernardo, Shannon
Subject: FW: Shrybman IPP Wind UP

Hi Shannon,

I’m not sure who to write about the following. Hopefully you can assist me or recommend another individual.


The owners of the following IPP for Connected Employees is planning to wind up the IPP and  transfer to two individual LIRA’s.

The LL  client ID is 515511047; plan # 80315237 

I was also provided plan # 515511048.


The clients and advisor will be moving the LL segs from the IPP plan to two LIRA plans with London Life with a T2151.

I just need to confirm that the transfer will happen without impacting the DSC schedule or charging DSC’s when transferred. 

They simply want to keep their holdings but change the plan.

Thank you for your assistance.


Stephen Campanelli, CFP®
Sales Consultant, Wealth Management

London Life l Quadrus Investment Services Ltd. 
1223 Michael Street, Suite 300
Ottawa, ON  K1J 7T2
Office: 613-748-3455 ext 161
Mobile: 613-793-6389
Fax: 613-748-0231

stephen.campanelli@londonlife.com

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Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus






		
		



From: de la Fuente, Gus 
Sent: Monday, February 02, 2015 9:14 AM
To: Campanelli, Stephen
Subject: FW: Shrybman IPP Wind UP




Gus de la Fuente, CHS
Certified Health Specialist
Investment Representative 
Freedom 55 Financial 
204 Balikun Heights 
Kanata, ON K2V 0A6
613-271-8232 (o)
613-255-7653 (c) 
MEMBER OF THE MILLION DOLLAR ROUND TABLE 
WEBSITE: www.gusdelafuente.com 

If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe

’The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Michael Williams [mailto:michael.williams@gblinc.ca] 
Sent: Thursday, January 29, 2015 12:03 PM
To: de la Fuente, Gus; JulesV@capitalgainaccounting.ca
Cc: Laura Lariviere; Margie Benedict
Subject: RE: Shrybman IPP Wind UP

Hello Gus and Jules, 
 
Please find attached the termination confirmation which outlines the eligible transfer values to the locked in accounts. This, along with T2151’s, should be sufficient to process the transfers. Each member’s portion of the plan assets will be transferred directly to their locked-in accounts.  
 
Here is an example for the division of plan assets:
 
Ronald Shrybman's Plan Assets	$33,497	($71,989 x 46.53%)

Kathleen Fildes's Plan Assets	$38,493	($71,989 x 53.47%)

When the transfers have been completed, please confirm the date and the final transfer amounts with our office.

If you have any questions or concerns, feel free to contact our office.  
 
Regards,
 
Michael

Michael Williams
Actuarial Analyst
Gordon B. Lang & Associates Inc.
Actuaries & Consultants | www.gblinc.ca
1209- 59th Avenue SE | Suite 260 | Calgary | AB | T2H 2P6
Tel: 403.249.1820 ext. 240  |  Fax: 403.246.2431  |  michael.williams@gblinc.ca

From: Margie Benedict 
Sent: Wednesday, January 28, 2015 4:21 PM
To: Michael Williams
Subject: FW: Shrybman IPP Wind UP

From: de la Fuente, Gus [mailto:Gus.delaFuente@f55f.com] 
Sent: January-28-15 3:56 PM
To: Margie Benedict
Cc: 'JulesV@capitalgainaccounting.ca'
Subject: RE: Shrybman IPP Wind UP

Margie,

The current value of the plan is $71,989.49.



Gus de la Fuente, CHS
Certified Health Specialist
Investment Representative
Freedom 55 Financial
204 Balikun Heights
Kanata, ON K2V 0A6
613-271-8232 (o)
613-255-7653 (c)

-----Original Message-----
From: Margie Benedict [margie.benedict@gblinc.ca]
Sent: Wednesday, January 28, 2015 04:48 PM Central Standard Time
To: de la Fuente, Gus
Cc: JulesV@capitalgainaccounting.ca
Subject: Shrybman IPP Wind UP
Good Afternoon,
 
As per the attached FSCO has approved the IPP wind up, so we can now proceed with the payment of benefits from the Plan.
 
If not done so already, each member will need to open a locked in registered account to accept the benefit from the Plan.  A T2151 will be required to record and facilitate the transfers from the Plan.  If you need assistance with the T2151s just let me know.
 
When you are ready to go, please confirm the current value of the IPP account and we will provide confirmation of each members eligible transfer  - please note these amounts are based on the members exact age and value of the assets on the date of transfer and will vary from the transfer outlined in the Termination Report. 
 
Any assets over the transfer will be issued as a lump sum and our office will provide instruction on the payment of any residual assets if applicable.
 
Please feel free to give me a call with any additional questions or concerns,
Margie
 
Margie Benedict
Director, Plan Administration
Gordon B. Lang & Associates Inc.
Tel (403) 249-1820 ext. 232
 
www.gblinc.ca
 
 
 
From: de la Fuente, Gus [mailto:Gus.delaFuente@f55f.com]
Sent: Wednesday, January 07, 2015 4:40 PM
To: Tamara Portz
Subject: FW: GBL Meeting
Importance: High
 
Hi Tamara,
 
Please see below and let me know.
 
 
Gus de la Fuente, CHS
Certified Health Specialist
Investment Representative
Freedom 55 Financial
204 Balikun Heights
Kanata, ON K2V 0A6
613-271-8232 (o)
613-255-7653 (c)
MEMBER OF THE MILLION DOLLAR ROUND TABLE
WEBSITE: www.gusdelafuente.com
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe
 
’The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Jules B. Vignola [mailto:JulesV@capitalgainaccounting.ca]
Sent: Wednesday, January 07, 2015 6:36 PM
To: de la Fuente, Gus
Subject: FW: GBL Meeting
Importance: High
 
Hey:
 
Are we at the point where we can have the IPP transferred to two individual LIRA’s ???
 
 
 
 
Best regards,
 
 
Jules B. Vignola  PA, ICIA                                                               
julesv@capitalgainaccounting.ca     
www.capitalgainaccounting.ca                                         
                                                                                                                 
 
 
5330 Canotek Road Unit 2
Ottawa ON             K1J 9C1
 
T: (613) 519-8297
F: (613) 741-3297
 
From: Jules B. Vignola
Sent: Monday, September 29, 2014 9:38 AM
To: de la Fuente, Gus
Subject: GBL Meeting
Importance: High
 
Hello:
 
Please see enclosed…passe une belle journée !
 
 
 
Best regards,
 
 
Jules B. Vignola  PA, ICIA                                                               
julesv@capitalgainaccounting.ca     
www.capitalgainaccounting.ca",True,2015-02-27T15:56:58.000+0000,False,False,005G0000002gxyDIAQ,2015-02-05T17:40:59.000+0000,005G0000002gxyDIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4074.0
5001600000cdtZhAAI,False,,00006238,003G0000018f76zIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Claim issues,Medium,"Employee having drug card issues.  Spoke with Pharmacy directly, they had incomplete inforamtion on file.  Pharmacy file has now been updated.  Claim was processed.  Geoff was sent an email advising the same.",True,2015-02-05T19:42:55.000+0000,False,False,005G0000002gy7UIAQ,2015-02-05T19:42:39.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)877-6555,902-930-2730,geoff@equisgroup.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjrlAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4074.0
5001600000ce24DAAQ,False,,00006239,003G0000018f7T9IAI,001G000000urMx4IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Low,For son-in-law,True,2015-02-06T16:11:45.000+0000,False,False,005G0000002heHMIAY,2015-02-06T16:11:32.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780) 439-3600,(780) 446-2825,steve@mpsinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4073.0
5001600000ce4neAAA,False,,00006240,003G0000018f6wnIAA,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Old Prudential policy,Medium,"UL.  Increasing COI.  Bought at age 40, now 55.  Trying to find a premium that works for DB and taxation and not to lapse.",True,2015-02-06T18:51:39.000+0000,False,False,005G0000002gyDWIAY,2015-02-06T18:50:29.000+0000,005G0000002gyDWIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250)718-7232,(250) 869-6335,roberta@springleaf.ca,(236)420-1180,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4073.0
5001600000ce4rCAAQ,False,,00006241,003G0000018f79qIAA,001G000000urMtjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Back-country sledding - risk?,Low,"Unless there is an explicit exclusion on the policy, client would be covered sledding.",True,2015-02-06T18:53:36.000+0000,False,False,005G0000002gyDWIAY,2015-02-06T18:53:32.000+0000,005G0000002gyDWIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250)763-1114X4447,(250) 212-2612,daniel.pellegrini@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4073.0
5001600000ceJ2kAAE,False,,00006242,003G0000018f7BBIAY,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Questions on inforce UL,Medium,"Withdrawal vs loan for policy fund.
Plus if client should cancel plan and get a new one? I gave the opinion that a policy that is level from 2006 is a good deal.",False,,False,False,005G0000003SxRoIAK,2015-02-09T16:47:11.000+0000,005G0000003SxRoIAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,519-650-8111,,mark.woolnough@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4070.0
5001600000ceL8QAAU,False,,00006243,003G0000018f7S7IAI,001G000000urMxaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,US term policy,Low,Contact via Nikita Lachance only,True,2015-02-09T18:36:02.000+0000,False,False,005G0000002heHMIAY,2015-02-09T18:35:52.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(587)855-6836,,greg@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4070.0
5001600000ceNWtAAM,False,,00006256,003G000001aRuxJIAS,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Cost of borrowing calculator - RRSP and Investment Loans,Medium,"Scott couldn't get the calculators to work
The RSP loan calc differs from the Investment loan calculator because RSP is a LOAN while Investment lending permits ""interest only""

the actual interest rate can't be used because the Calc. assumes Prime is in intervals of 0.25% whereas current Prime was just reduced by 0.15% so he has to use the closest rate he can (not the actual current prime)",True,2015-02-09T20:45:31.000+0000,False,False,005G0000002gy7yIAA,2015-02-09T20:44:47.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 x494,(647) 296-5500,scott.mcmaster@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4070.0
5001600000ceWy4AAE,False,,00006257,003G0000018f7FKIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Can automated withdrawals be made from an RRSP?,Medium,"No,  that requires you to RRIF.  Manual w/d can occur but the client is age 65 and wants an annual income = $8,000 from a $200,000 RRSP
> his hesitation is that if he RRIF's the minimum must be withdrawn annually which could exceed $8,000?

So what,  take it back into a TFSA or deposit back to an RRSP if that happens.  Or, partially RRIF the $200,000 (say only RRIF $125,000) such that $8,000 will always be more than the RRIF minimum but would also not result in a DSC being charged should $8,000 be above the permitted 10% if the RRIF is fully DSC'd",True,2015-02-10T18:43:35.000+0000,False,False,005G0000002gy7yIAA,2015-02-10T18:43:09.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)276-1177,(416) 560-8467,ron.nagy@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4069.0
5001600000ceYjkAAE,False,,00006258,003G000001SqXPHIA3,001G0000011ablPIAQ,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Valuation clause in buy-sell agreement,Low,,True,2015-02-10T20:23:03.000+0000,False,False,005G0000002heHMIAY,2015-02-10T20:22:53.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403) 981-2757,,paul@myvfi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4069.0
5001600000ceYkxAAE,False,,00006259,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI from trust,Low,,True,2015-02-10T20:24:26.000+0000,False,False,005G0000002heHMIAY,2015-02-10T20:24:06.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4069.0
5001600000ceZByAAM,False,,00006260,003G0000018f7OOIAY,0015o000008CydFAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI ownership for blended family,Low,All contact via Katherine Brito only,True,2015-02-10T20:49:26.000+0000,False,False,005G0000002heHMIAY,2015-02-10T20:49:17.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(204)837-1229,(204) 291-2131,tanner@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4069.0
5001600000ceZiJAAU,False,,00006261,003G0000018f7p9IAA,001G000000urMwpIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,LI owned by Indian,Low,,True,2015-02-10T21:18:25.000+0000,False,False,005G0000002heHMIAY,2015-02-10T21:18:16.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403) 754-1349,(403) 350-0130,gerittpatton@pattonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4069.0
5001600000ceojkAAA,False,,00006262,003G0000018f6gSIAQ,001G000000urMw8IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,600 Thousand dollar case,Medium,"Clients have $600,000 in corporate money looking to put the money investment conservative 50-50 split Case is going high net worth And into quadrus corporate class funds. Advisor taking 75 basis point compensation.  Case is with private wealth counselor.",True,2015-10-26T14:36:35.000+0000,False,False,005G0000002gxyEIAQ,2015-02-12T02:04:13.000+0000,005G0000002gxyEIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)431-7526,,john@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,701G0000000yRMUIA2,,,Presentation,0.0,0.0,0.0,,False,4068.0
5001600000cf1rHAAQ,False,,00006263,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Lemoine,Medium,"Dave called from Palm Springs. Had moved client to MMP and despite explaining fees to them, they are questioning the cost after receiving their first stmt. Sent Dave an email that he could forward to his clients including Understanding fees brochure and Info Folder.",True,2015-02-13T15:30:37.000+0000,False,False,005G0000002gy6dIAA,2015-02-13T15:30:17.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Marketing Piece,2.0,0.0,0.0,,False,4066.0
5001600000cf2o9AAA,False,,00006265,003G000001M5mn7IAB,001G000000urMxXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review odd LI-based share purchase agreement,Low,All contact via Val Flood only,True,2015-02-13T16:30:10.000+0000,False,False,005G0000002heHMIAY,2015-02-13T16:30:02.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780) 722-0551,,cbarlow@kbbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4066.0
5001600000cfEpxAAE,False,,00006290,003G000001B50J7IAJ,001G000000urNAlIAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,T5,Medium,"Client croit que pas T5 lors du rachat de ce produit....
#4400366",True,2015-02-16T16:15:54.000+0000,False,False,005G0000002gy1iIAA,2015-02-16T16:15:44.000+0000,005G0000002gy1iIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(418) 623-9393 x201,,mtrudel@planica.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4063.0
5001600000cfEr0AAE,False,,00006291,003G000001B50J7IAJ,001G000000urNAlIAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Emprunt avec T5,Medium,"Le client a emprunt en 2014 et remboursé en totalité, pourtant il a reçu un T5....
#1519272",True,2015-02-16T16:18:19.000+0000,False,False,005G0000002gy1iIAA,2015-02-16T16:17:27.000+0000,005G0000002gy1iIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(418) 623-9393 x201,,mtrudel@planica.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4063.0
5001600000cfPwjAAE,False,,00006292,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Valuation of restaurant/bars,Medium,All contact via Neeraj Pardeshi only (Bootlegger's/Tipperary/Shillelagh),True,2015-02-17T18:43:32.000+0000,False,False,005G0000002heHMIAY,2015-02-17T18:43:14.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4062.0
5001600000cfQ6EAAU,False,,00006293,003G0000018f6mOIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Tax rate on corporate owned investment portfolio earning dividends,Medium,All contact via Phil Franklin only . . . use 35%,True,2015-02-17T18:50:46.000+0000,False,False,005G0000002heHMIAY,2015-02-17T18:50:33.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403)329-4209,(403) 394-8268,kevin@staleyiwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4062.0
5001600000cfbX7AAI,False,,00006294,003G0000018f6sDIAQ,001G000000urMt9IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Segregated fund $500,000",Medium,Client is 71 years old a widow and would not be needing income with this money.  Advisor looking for options and we discussed segregated funds.  Client is very conservative and has money in GICs currently.  Once help putting together a portfolio and learning more about segregated funds.  Has met with client after her first discussion and client is happy with what she is her.  Now it visor would like help put together a portfolio.,True,2015-02-24T20:04:12.000+0000,False,False,005G0000002gxyEIAQ,2015-02-18T18:22:50.000+0000,005G0000002gxyEIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)401-2656,(902) 401-2656,dan@coastalwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4061.0
5001600000cfczPAAQ,False,,00006295,003G0000018f70kIAA,001G000000urMtjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Collected back premium,Medium,Re-wrote a term case in Sept.  It was issued in Jan and they took all the back premium.  Suggested requesting a current dating.  Said he would get policy name/number to me.,True,2015-02-18T19:41:16.000+0000,False,False,005G0000002gyDWIAY,2015-02-18T19:41:09.000+0000,005G0000002gyDWIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250)763-1114X4304,(778) 821-1119,dylan@clearworthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,1.0,0.0,0.0,,False,4061.0
5001600000cfdOZAAY,False,,00006308,003G0000018f7zAIAQ,001G000000urMzDIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,EOB,Medium,Spoke with advisor and an employee was to put back on the plan on an extension of benefits however this wasn't done. have since gotten this rectified with head office and all should be okay now for the employee to submit claims.,True,2015-02-18T20:00:59.000+0000,False,False,005G0000002gyAKIAY,2015-02-18T20:00:50.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)499-4841,(902) 499-4841,bob.young@fairleadfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUhXzAAK,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4061.0
5001600000cfi6QAAQ,False,,00006309,0030A0000029cZ8QAI,001G000000wjNqGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Claims,Medium,"advisor called wanting me to investigate a claims issue for an employee. The group has 100% cov with $5 ded, this employee was claiming that they had been paying $15 deductible for a drug her son was on (Concerta). Claims advised that she had been charged the diff between the name and generic, as there is a generic equivalent. I did let the advisor know about the generic in our initial phone call, so he was aware that they may have been the issue. Claims is going to Drug Services to see if they have any further info as we are not sure where the $15 amount is coming from.",True,2015-02-19T13:34:27.000+0000,False,False,005G0000002gyAKIAY,2015-02-19T13:34:20.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)423-8294,,bronson.rafuse@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,0011600001lUmsrAAC,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4060.0
5001600000cfkPNAAY,False,,00006310,003G0000018f7pVIAQ,0015o000008Cz0HAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Stuart T5,Medium,Client rec'd a T5 with all the boxes blank for a non-reg N8 account - only info was total return of capital. Curious as to why it was generated and if it has to be filed with CRA.,True,2015-02-19T19:01:35.000+0000,False,False,005G0000002gy6dIAA,2015-02-19T16:04:49.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306)359-1999,,abe@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4060.0
5001600000cfniIAAQ,False,,00006311,003G0000018f7pTIAQ,0015o000008Cz0HAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,ACB & Pricing Request,Medium,John is questioning the ACB in the Gain/Loss report he rec'd his daughters seg fund - forwarded to H.O.. Prepared quote showing pricing savings of moving from MMP to PS2.,True,2015-02-25T13:48:48.000+0000,False,False,005G0000002gy6dIAA,2015-02-19T19:08:05.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,,,john@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4060.0
5001600000cfr0yAAA,False,,00006312,003G0000018f7rDIAQ,0015o000008CyzNAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,DSC Charges,Medium,Ian called questioning why his client was being charged DSCs on RRIF income. Client's payments were more than the 20% free. Discussed and sent confirmation via email.,True,2015-02-19T22:25:01.000+0000,False,False,005G0000002gy6dIAA,2015-02-19T22:24:50.000+0000,005G0000002gy6dIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,icolborne@cherryinsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4060.0
5001600000cfrnHAAQ,False,,00006313,003G0000018f7mAIAQ,001G000000urN1GIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Increase LTD max and NEM to $4000.  Add ASO Dental,Medium,See above,True,2015-02-19T23:46:23.000+0000,False,False,005G0000002gy1lIAA,2015-02-19T23:43:06.000+0000,005G0000002gy1lIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250) 365-2345,(250) 509-2345,cludwar@assante.com,(888) 365-4888,,,,,,,,,,,Other,,,0.0,,0011600001lUmBzAAK,0.0,False,,,,,,005G0000002gy1lIAA,,,,,,,0.0,0.0,0.0,,False,4060.0
5001600000cftPGAAY,False,,00006314,003G000001hVmPcIAK,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Client Don Foster-questoin about handing mothers's investments,Medium,Don is POA. BIll had questions about moving money into his hands and hands of his sister to avoid probate. Said it was probably technically off side and that I couldn't comment on merits of moving for stocks to seg funds as an investment. Warned about triggering capital gain on stocks,True,2015-02-20T13:51:28.000+0000,False,False,005G0000002gxzcIAA,2015-02-20T13:50:57.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)320-6345,(905) 320-6345,billpaul@bpfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4059.0
5001600000cg0KmAAI,False,,00006315,003G000001il46WIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,How does D Series work?,High,"We discussed D5/ D8 and these versions also within some (but not all) Corporate Class funds

Mostly ROC, paid monthly, based on a set distribution / unit as of Jan 1.  Buying the fund mid year may reslt in the 5% or 8% being different to that client as the distribution is based on Jan 1 MV

Also that in Dec, the distribution would include some taxable amounts of interest, dividends or cap gains",True,2015-02-20T20:52:06.000+0000,False,False,005G0000002gy7yIAA,2015-02-20T20:51:41.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 x 564,,pranav.dave@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,1.0,0.0,0.0,,False,4059.0
5001600000cg0fLAAQ,False,,00006316,003G0000020tUwrIAE,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Why was a TANRI rejected to transfer a TFSA?,Medium,because a TFSA is a registered plan and requires a TARI,True,2015-02-20T21:09:02.000+0000,False,False,005G0000002gy7yIAA,2015-02-20T21:08:44.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)276-1177X466,(647) 330-1456,info@sukhisandhu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4059.0
5001600000cg0v4AAA,False,,00006317,003G0000018f7bIIAQ,001G000000urNBBIA2,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,U.S. resident employee of Canadian Company - Can we sell T-10,Medium,"To corporate employer? -Probably yes
To him?  - depends",True,2015-02-20T21:23:06.000+0000,False,False,005G0000002gxzcIAA,2015-02-20T21:22:43.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(519) 836-6100,(519) 760-0625,kspoli@lifeinsureme.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4059.0
5001600000csulvAAA,False,,00005979,003G0000018f6REIAY,0015o000008CyxsAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxable benefit on shared ownership UL,Low,"Suggested to Kyle that the calculation of taxable benefit depends on the agreement between the corp and the individual, and should follow the accountant's recommendation.",True,2015-01-12T17:10:28.000+0000,False,False,005G0000002heHMIAY,2015-01-12T17:10:16.000+0000,005G0000002heHMIAY,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(403)261-7798,,kyle@silverberginvestment.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4098.0
5001600000ct2y4AAA,False,,00005980,003G000001ZfILpIAN,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,"Par Account net loss in FF 2013, and future limited pay opp with another client",Medium,,True,2016-03-04T19:15:29.000+0000,False,False,005G0000002gy2wIAA,2015-01-12T20:15:02.000+0000,005G0000002gy2wIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)660-9414,,lin.yan@ccgoldenwest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,701G0000000yyS7IAI,,,,0.0,0.0,0.0,,False,4098.0
5001600000ctKgqAAE,False,,00005981,003G0000018f6vYIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,MRP claims and Admin Questions,Low,"Renee Melnyk is sending several MRP claims and needed some direction. she would also like ot have pdf of booklet, admin guide and brochures.  These will be emailed.",True,2015-03-12T14:18:48.000+0000,False,False,005G0000002gy7UIAQ,2015-01-13T15:06:02.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,(902) 877-5182,joerg@kanehlfinancial.com,(902) 830-2211,,,,,,,,,,,,,,0.0,,0011600001lUmqZAAS,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4097.0
5001600000ctKm5AAE,False,,00005982,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Digby Clare,Medium,"Donna Coggins havinig trouble at pharmacy getting 6 mth supply.  6 mth supply was approved for Donna however she since retired and drug card has been deactivated. She will have to pay for prescription and send for reimbursment (if any).  Pharmacy is whom I spoke with and relayed this informaton.  Pharmacist, Marlene Comeau, will relay this to Donna Coggins.",True,2015-01-13T15:09:17.000+0000,False,False,005G0000002gy7UIAQ,2015-01-13T15:08:36.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4097.0
5001600000ctmhaAAA,False,,00005983,003G0000018f6UzIAI,001G000000urMtJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Flavor Catering,Medium,"Client has some employees (chefs) that he would like to shorten the 12 mth wp for.  A suggested fix is to rename class 1 and change the wp to 6 month. David is collecting addional data and discussing this wth client.  If a go, we would need to get approval from HO to backdate the amendment.",True,2015-03-12T14:16:45.000+0000,False,False,005G0000002gy7UIAQ,2015-01-14T15:11:43.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)565-9085,(902) 565-9085,david.lawand@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,1.0,0.0,0.0,,False,4096.0
5001600000ctt6YAAQ,False,,00005984,003G0000018f7PjIAI,001G000000urMxmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Low,,True,2015-01-14T18:05:08.000+0000,False,False,005G0000002heHMIAY,2015-01-14T18:04:58.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403) 664-9732,,alikuhn@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4096.0
5001600000ctt9rAAA,False,,00005985,003G0000018f72qIAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,RRSP,Low,Question referred to Calgary Wealth Management rep,True,2015-01-14T18:06:42.000+0000,False,False,005G0000002heHMIAY,2015-01-14T18:06:34.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403)617-9858,(403) 617-9858,whmmarathon@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4096.0
5001600000cttreAAA,False,,00005986,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Income splitting with trust for minor children,Low,,True,2015-01-14T18:26:05.000+0000,False,False,005G0000002heHMIAY,2015-01-14T18:25:57.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4096.0
5001600000ctxhxAAA,False,,00005987,003G00000252IfJIAU,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Insurability of reservists - DI/CI/life,Medium,,True,2015-01-14T19:41:44.000+0000,False,False,005G0000002gyDWIAY,2015-01-14T19:41:35.000+0000,005G0000002gyDWIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250) 763-1114 x4227,,mark.lafortune@gwl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4096.0
5001600000ctxrnAAA,False,,00005988,003G0000018f6bAIAQ,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,McIlwraith Deirdre,Medium,"Client needs an annual review of her portfolios  (registered) but she is very technical and advisor does not feel confortable doing alone. 
Client also has non registered asset that she transfered from TD to National bank. Will try to get the assets might be an opportunity to get Emil involved.
Need to tranfert the asset to go into the HNW. (GBauer)
Mary will ask the client to send her statements and income tax prior to our meeting",True,2015-09-11T15:16:07.000+0000,False,False,005G0000002gy8MIAQ,2015-01-14T19:43:24.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(438)781-2742,(514) 260-1994,mary.soodeen@ariafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,4.0,1.0,0.0,,False,4096.0
5001600000cuUoAAAU,False,,00005989,003G0000018f7s7IAA,001G000000urN4IIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Center of Influence presentation,Medium,Discussion with Leo.  Wants to do more LI sales.  Set up learning session on Par with various accountants he knows.  Will do presentation with him and Chuck Hsu on Feb 4th.,True,2017-09-05T17:04:49.000+0000,False,False,005G0000002gy9vIAA,2015-01-15T14:53:07.000+0000,005G0000002gy9vIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(416)964-0440,,l.belmonte@securityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4095.0
5001600000cujxFAAQ,False,,00005990,0030A0000029YSiQAM,001G000000urN9nIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Lors d'une réclamation,Medium,"Voir email envoyé au CSC Living benefit, attend leur réponse",True,2015-02-11T16:47:45.000+0000,False,False,005G0000002gy1iIAA,2015-01-15T21:43:19.000+0000,005G0000002gy1iIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(418)263-1846,,ouellet.jeanremy@videotron.ca,(418)837-6715,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4095.0
5001600000cvYKiAAM,False,,00005991,003G0000018f6aTIAQ,001G000000urMqrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,RRSP to RRIF at Freedom considered not in clients best interest but the ASR is wrong,Medium,An ASR asked Dan to email for their file he erred in setting up the RRIF that the client was harmed.  Upon thorough review by me I don't understand their position.   I sent an email to the ASR stating unless they clearly explain what harm was caused and why that I recommend that Dan does not admit to this.    The ASR said all of the issues I raised in his defence are in fact correct.   They still want to reply as to why harm was caused.     We now await their reply,True,2015-01-27T21:44:00.000+0000,False,False,005G0000002gy7yIAA,2015-01-18T17:14:49.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)277-1234,,dan.begley@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4092.0
5001600000cvYVHAA2,False,,00005992,003G0000018f6RgIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Tax at withdrawal from a mutual fund,Medium,I explained how tax is calculated on the capital gain,True,2015-01-18T17:34:18.000+0000,False,False,005G0000002gy7yIAA,2015-01-18T17:33:40.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)276-1177,,mario.ditomaso@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4092.0
5001600000cwOlLAAU,False,,00006017,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Digby Clare,Medium,Union filed a grievance and won.  Digby Clare must pay 50% of all benefits except Health and Dental.  Digby Clare will still pay 65% of Health and Dental. Client is sending an amendment letter to change split.,True,2015-03-12T14:19:45.000+0000,False,False,005G0000002gy7UIAQ,2015-01-20T18:05:56.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4090.0
5001600000cwOmYAAU,False,,00006018,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Digby Clare,Medium,Union filed a grievance and won.  Digby Clare must pay 50% of all benefits except Health and Dental.  Digby Clare will still pay 65% of Health and Dental. Client is sending an amendment letter to change split.,True,2015-03-12T14:20:02.000+0000,False,False,005G0000002gy7UIAQ,2015-01-20T18:06:14.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,1.0,0.0,0.0,,False,4090.0
5001600000cwOoPAAU,False,,00006019,003G000001B4yzkIAB,001G000000vly8nIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Waiving coverage,Medium,"Received a call from advisor wondering if an ee on the plan is able to waive the hc/dc based on the fact that she had to buy travel insurance in order to enter the country of New Zealand. Getting this coverage is part of the entry Visa. They don't wan the employee paying for both and she will be away for 6 months.
Sent an email to h/o asking if this can be done as an exception",True,2015-04-17T12:55:12.000+0000,False,False,005G0000002gyAKIAY,2015-01-20T18:07:26.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 864-4440,,jpenney@brokerlink.ca,,,,,,,,,,,,,,,0.0,,001G000001VQ1BFIA1,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4090.0
5001600000cwo4YAAQ,False,,00006020,003G0000018f7Z7IAI,001G000000urMyEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Transfer LI from individual to corporation,Low,,True,2015-01-21T14:06:48.000+0000,False,False,005G0000002heHMIAY,2015-01-21T14:06:23.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4089.0
5001600000cwsKFAAY,False,,00006021,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA (Plante),Low,,True,2015-01-21T15:58:11.000+0000,False,False,005G0000002heHMIAY,2015-01-21T15:57:54.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4089.0
5001600000d67v0AAA,False,,00006022,003G0000018f6ryIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Tax consequence of Holdco paying premiums for Opco owned LI,Low,Potential s 246 benefit!,True,2015-01-22T21:09:15.000+0000,False,False,005G0000002heHMIAY,2015-01-22T21:09:03.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)702-5807X226,(780) 405-6734,don@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4088.0
5001600000d6NxeAAE,False,,00006023,003G0000018f7oTIAQ,001G000000urNAcIAM,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,QUIRION GASTON,Medium,Client requested my presence to go over his HNW portfolio and review the current asset allocation. Wanted to discuss the current market and how it would affect his portfolio.,True,2015-09-01T23:35:06.000+0000,False,False,005G0000002gy8MIAQ,2015-01-23T14:43:56.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(418)313-7243,(418) 313-7243,martin.fortier@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,4.0,1.0,0.0,,False,4087.0
5001600000d6ZPJAA2,False,,00006024,003G0000018f7lZIAQ,001G000000urMzFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Taxable Benefit Reports,Medium,Vineeta called with questions regarding tax ben report supplied on Dec statement.  She did not realize that it was just for the AD&D portion when an employee was waiving the HC and DC.,True,2015-01-23T19:48:26.000+0000,False,False,005G0000002gy7UIAQ,2015-01-23T19:48:10.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 860-4140,,vineeta@fralickfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4087.0
5001600000d7GE8AAM,False,,00006025,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,PortfolioINSIGHTS,Medium,Dave called questioning the difference between book value and net invested on a PortfolioINSIGHTS report. I looked into it and the reason was book value is not showing for the seg fund accounts on Investment Centre - net invested took into account seg & mutual fund policies.,True,2015-01-26T16:32:41.000+0000,False,False,005G0000002gy6dIAA,2015-01-26T16:32:29.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4084.0
5001600000d7QoeAAE,False,,00006026,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Income Planning,Medium,Jan 26: This is an income planning case that I provided solution on.,True,2015-01-26T20:44:54.000+0000,False,False,005G0000002gy4OIAQ,2015-01-26T20:44:41.000+0000,005G0000002gy4OIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,701G0000000ar07IAA,,,,0.0,0.0,0.0,,False,4084.0
5001600000d7m9PAAQ,False,,00006027,003G0000018f7OSIAY,001G000000urMohIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,tax question,Medium,,True,2015-10-02T20:41:57.000+0000,False,False,005G0000002gy9ZIAQ,2015-01-27T17:06:27.000+0000,005G0000002gy9ZIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(306)290-6781,(306) 290-6781,brett.cross@wealthinfocus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,4083.0
5001600000d7mwRAAQ,False,,00006028,003G0000018f6viIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,RDSP catchup rules for grant,Medium,"We discussed max permitted grant any 1 year = $10,500 which equates to maximum grant for CURRENT YEAR plus 2 missed prior years.
> assuming client qualifies for maximum grant of $3 on initial $500 and $2 on subsequent $1,000 (requring income to be less than threshold)",True,2015-01-27T19:14:15.000+0000,False,False,005G0000002gy7yIAA,2015-01-27T17:25:08.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)276-1177X551,,londonliberty@gto.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,4083.0
5001600000d7tt8AAA,False,,00006029,003G0000018f6XFIAY,001G000000urMvxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,"HNW case referral to Kelvin Wong, PWC",Medium,"Client Statement provided.  Match the risk they now have using our Seg funds and PS1 pricing
++++++++++++++",True,2015-01-27T20:09:58.000+0000,False,False,005G0000002gy7yIAA,2015-01-27T20:09:33.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4083.0
5001600000d80gGAAQ,False,,00006030,003G000001YfwJnIAJ,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Buy sell,Medium,Discussed four-person buy-sell and tax consequences (corporate owned vs. trustee),True,2015-01-28T00:26:23.000+0000,False,False,005G0000002gyDWIAY,2015-01-28T00:26:11.000+0000,005G0000002gyDWIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250) 763-1114 ext 4322,,steve.mckenzie@freedom55financial.com,(250) 763-1114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4083.0
5001600000d8GfZAAU,False,,00006031,003G0000018f7lbIAA,001G000000urMzRIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,"$250,000",Medium,Registered assets.  Looking for a draw down over 10 yrs at 5% ROR and a Balanced 75/100 asset mix.,True,2017-02-15T18:14:18.000+0000,False,False,005G0000002gy8XIAQ,2015-01-28T15:31:52.000+0000,005G0000002gy8XIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902)446-3900,,jim@lifequestfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,Empire,,,,,005G0000002gy8XIAQ,,,701G0000000aqzOIAQ,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4082.0
5001600000d8QNKAA2,False,,00006032,003G0000018f6Z8IAI,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Questions about creditor status of applicant from insurance.,Medium,Question via Nav from advisor.,True,2015-01-28T19:12:37.000+0000,False,False,005G0000002gxzcIAA,2015-01-28T19:11:51.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,905-332-3400,,lori.parry@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4082.0
5001600000d8QYHAA2,False,,00006033,003G0000018f6bCIAQ,001G000000urMwSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Do Seg funds qualify as Trust investments,Medium,Answer-yes. Specifically referred to in Ontario Trustee Act now,True,2015-01-28T19:14:34.000+0000,False,False,005G0000002gxzcIAA,2015-01-28T19:14:23.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519)448-3477,(519) 841-7755,barry@stepright.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4082.0
5001600000d8QytAAE,False,,00006034,003G0000018f6L9IAI,0015o000008Cyf9AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Probate tax-who is accountable if audit determines taxable estate larger,Medium,,True,2015-01-28T19:21:57.000+0000,False,False,005G0000002gxzcIAA,2015-01-28T19:21:39.000+0000,005G0000002gxzcIAA,2024-02-29T14:03:34.000+0000,0055o0000019VX9AAM,2024-02-29T14:03:35.000+0000,(519)432-6199,,keith@spminc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4082.0
5001600000d8R4mAAE,False,,00006035,003G0000018f6b6IAA,001G000001fhDCPIA2,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,inforce Par RPU quote,Medium,Questions from assistant Kim on RPU quote for 4 year old Par policy. $33k annual premium,False,,False,False,005G0000003SxRoIAK,2015-01-28T19:23:21.000+0000,005G0000003SxRoIAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519)650-8111,5192122900,mark@genesiswealth.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4082.0
5001600000d8RLOAA2,False,,00006036,003G0000018f7XQIAY,0015o000008Cyh0AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,"In 20 words or less, what to tell clients about impact of new exempt test",Medium,Sent suggestion,True,2015-01-28T19:28:46.000+0000,False,False,005G0000002gxzcIAA,2015-01-28T19:28:29.000+0000,005G0000002gxzcIAA,2025-01-13T20:56:44.000+0000,0055o0000019VX9AAM,2025-01-13T20:56:44.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4082.0
5001600000d8RRMAA2,False,,00006037,003G0000018f7XQIAY,0015o000008Cyh0AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Questions about salary/dividend mix and RRSP contributions for Martin,Medium,,True,2015-01-28T19:30:28.000+0000,False,False,005G0000002gxzcIAA,2015-01-28T19:30:19.000+0000,005G0000002gxzcIAA,2025-01-13T20:56:44.000+0000,0055o0000019VX9AAM,2025-01-13T20:56:44.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,2.0,0.0,0.0,,False,4082.0
5001600000d8RWlAAM,False,,00006038,003G0000018f7XQIAY,0015o000008Cyh0AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Sample CIAT for meeitng with Acct-potential COI,High,,True,2015-01-28T19:32:15.000+0000,False,False,005G0000002gxzcIAA,2015-01-28T19:32:05.000+0000,005G0000002gxzcIAA,2025-01-13T20:56:44.000+0000,0055o0000019VX9AAM,2025-01-13T20:56:44.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4082.0
5001600000d8SOEAA2,False,,00006039,003G0000018f6U4IAI,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Via Nav-questions about Cascading concept benefiiciary designations etc.,Medium,,True,2015-01-28T19:39:50.000+0000,False,False,005G0000002gxzcIAA,2015-01-28T19:39:35.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(289)337-5491X24,(905) 517-0404,bbrady@bbfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,2.0,0.0,0.0,,False,4082.0
5001600000d8SxsAAE,False,,00006040,003G0000018f6U4IAI,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Can insurance CSV be rolled into an RRSP to offset policy gain?   NO.,Medium,,True,2015-01-28T19:49:10.000+0000,False,False,005G0000002gxzcIAA,2015-01-28T19:44:34.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(289)337-5491X24,(905) 517-0404,bbrady@bbfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4082.0
5001600000d8bFzAAI,False,,00006041,003G0000018f7qyIAA,001G000000urN6HIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Gebkenjans,Medium,"Don called wanting to know if client would qualify for 5% LIB income now, or he would have to wait until 2016. Sent email to HO to get confirmation.",True,2015-01-30T18:28:52.000+0000,False,False,005G0000002gy6dIAA,2015-01-28T22:13:11.000+0000,005G0000002gy6dIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(306)934-6011,(306) 222-7538,dbristow@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4082.0
5001600000d8qWPAAY,False,,00006042,003G0000018f6pOIAQ,001G000000urMuuIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Moving policy into a company,Medium,,True,2015-01-29T15:34:13.000+0000,False,False,005G0000002gxzcIAA,2015-01-29T15:33:53.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519)651-2572,,jason@aretefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,3.0,0.0,0.0,,False,4081.0
5001600000d8qo9AAA,False,,00006043,003G0000018f75xIAA,001G000000urMvOIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Questions about capital gains on sale of real estate and re-purchase of new property,Medium,,True,2015-01-29T15:39:46.000+0000,False,False,005G0000002gxzcIAA,2015-01-29T15:39:35.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)315-9060,,michael@millcroftfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,2.0,0.0,0.0,,False,4081.0
5001600000d8qy9AAA,False,,00006044,003G0000018f75xIAA,001G000000urMvOIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Oates-questions re salary/dividend/RRSP tax planning,Medium,,True,2015-01-29T15:43:35.000+0000,False,False,005G0000002gxzcIAA,2015-01-29T15:43:22.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)315-9060,,michael@millcroftfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,2.0,0.0,0.0,,False,4081.0
5001600000d8s6sAAA,False,,00006045,003G0000018f7PlIAI,001G000000urNBEIA2,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Par policy sold to U.S. citizen years ago-issues and next steps,Medium,,True,2015-01-29T16:10:46.000+0000,False,False,005G0000002gxzcIAA,2015-01-29T16:10:37.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519)746-2600,,ibrown@integratis.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,7.0,0.0,0.0,,False,4081.0
5001600000d8wQDAAY,False,,00006046,003G0000018f7EfIAI,001G000000urMq5IAE,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,In Person,,Problem with illustration software.,Medium,,False,,False,False,005G0000003SxRoIAK,2015-01-29T17:46:09.000+0000,005G0000003SxRoIAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519) 650-8111,,erik.horner@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4081.0
5001600000d8ygDAAQ,False,,00006047,003G000002816qGIAQ,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Sample put together with D Kondla for intro. meeting with Cliff,Medium,"50K on 50 yr old business owner-Legacy-min ADO to get 10 year offset on current and -1.5% dividend scale
CIAT
SISILI",True,2015-01-29T18:36:37.000+0000,False,False,005G0000002gxzcIAA,2015-01-29T18:36:24.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(416) 786-4350,,clifford.tindall@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Quotation;Concept,1.0,0.0,0.0,,False,4081.0
5001600000d9LDlAAM,False,,00006048,003G000001ilOsXIAU,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Inforce illustration questions,Medium,,True,2015-01-30T14:39:09.000+0000,False,False,005G0000003SxRoIAK,2015-01-30T14:37:18.000+0000,005G0000003SxRoIAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519)669-9996,(519) 599-7632,karen.chisholm@pixelfinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4080.0
5001600000dlGvBAAU,False,,00006318,003G000001Rx7zAIAR,001G000001DxBj7IAF,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Amendment,Medium,Spoke with advisor regarding an amendment for this group. Changing para from 100% to 80%. Gave file and request to Raylaine.,True,2015-02-23T14:14:26.000+0000,False,False,005G0000002gyAKIAY,2015-02-23T14:14:16.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 462-2448,(902) 499-4446,markim.insurance@ns.sympatico.ca,(902) 435-0883,,,,,,,,,,,,,,0.0,,001G000001CuiDVIAZ,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4056.0
5001600000dlHopAAE,False,,00006319,003G0000018f6r7IAA,001G000000urMolIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,In Person,,Landon Schedlosky,Medium,Accidental dental,False,,False,False,005G0000003Vy2XIAS,2015-02-23T15:07:18.000+0000,005G0000002gyEtIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(306)260-5525,(306) 260-5525,lana@spanierfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000001ZDOl5IAH,0.0,False,,,,,,005G0000003Vy2XIAS,,,,,,,7.0,1.0,0.0,,False,4056.0
5001600000dlKJ1AAM,False,,00006320,003G000001IkUyRIAV,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Prelim :broncheactasis,Medium,"Husband and wife looking for a joint first T10 for mortgage ins.

Husband, Age 50, takes:
-	2cc’s per week of depo-testosterone for male menopause

Wife, Age 42, uses:
-	Pulmocort inhaler 200mcg daily for Bronchiectasis, diagnosed in April 2013

Please let me know the chances on approval for these clients?",True,2015-02-26T17:59:48.000+0000,False,False,005G0000002gyG3IAI,2015-02-23T17:04:17.000+0000,005G0000002gyG3IAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519) 967-1180 X 266,,mitchell.boucher@freedom55financial.com,(519) 967-1234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,1.0,0.0,0.0,,False,4056.0
5001600000dlKX8AAM,False,,00006321,003G0000018f7AnIAI,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,NEw to Canada,Medium,"Hi Jennifer,

Based on the information you have provided below.  We could possibly consider him for $250,000 coverage subject to favorable age/amount requirements.

Have a nice day.",True,2015-02-26T17:59:01.000+0000,False,False,005G0000002gyG3IAI,2015-02-23T17:15:38.000+0000,005G0000002gyG3IAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519)551-7842,(519) 551-7842,ned@peacockplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,1.0,0.0,0.0,,False,4056.0
5001600000dlPNxAAM,False,,00006335,0031600002C3w1eAAB,0011600001lUnHDAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Service Request,Medium,4 Dependent children are missing from the policy. All are late applicants.,True,2015-03-02T20:40:58.000+0000,False,False,005G0000003Vy2XIAS,2015-02-23T20:50:53.000+0000,005G0000003Vy2XIAS,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(306) 477-4787,,andreal@empirefoundations.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003Vy2XIAS,,,,,,,1.0,0.0,0.0,,False,4056.0
5001600000dlPSmAAM,False,,00006336,003G0000018f6fiIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Commingling Spousal RRSP with RRSP,Medium,"Ed assumed he could be wrongly assumed that the RRSP rules would now apply only.  In fact, it is the other way around.  If he commingles (which requires client consent via a form) then all of the money is now governed as a Spousal  RRSP and the client loses their RRSP

He won't proceed now that he knows the rules",True,2015-02-23T20:54:04.000+0000,False,False,005G0000002gy7yIAA,2015-02-23T20:53:48.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(855)776-5346,(416) 616-1604,ed@projectfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4056.0
5001600000dlSbmAAE,False,,00006373,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Seeking articles on family trusts and tax planning,Low,,True,2015-02-24T00:42:29.000+0000,False,False,005G0000002heHMIAY,2015-02-24T00:42:20.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4056.0
5001600000dlSjCAAU,False,,00006374,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA (Horizon Veterinary),Low,,True,2015-02-24T01:14:32.000+0000,False,False,005G0000002heHMIAY,2015-02-24T01:14:21.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4056.0
5001600000dlXrSAAU,False,,00006399,003G0000018f7kbIAA,001G000000urMzMIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Late Applicant,Medium,"Spoke with John regarding a late app. Group has 0 waiting period, the app was sent directly to h/o and John advised that the d.o.e. for this employee was incorrect (the date John gave was not even close to what was on the app) and wanted to see if we would be able to make an exception (new plan admin didn't know process) and add them based on their correct d.o.e. H/o wasn't willing to do so and advised that the client could pay back premiums to the doe indicated on app we would just require a letter. I advised John of this.",True,2015-02-24T15:14:26.000+0000,False,False,005G0000002gyAKIAY,2015-02-24T15:14:16.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 752-3510,(902) 759-2154,,,,,,,,,,,,,,,,0.0,,0011600001lUjsUAAS,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4055.0
5001600000dldh9AAA,False,,00006400,003G0000018f7r4IAA,001G000000urMxOIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,In Person,,Firm level GroupNet access for all IMI Selectpac policies,High,Joan would like all of her employees to have GN access to all her Selectpac policies,False,,False,False,005G0000003V3VWIA0,2015-02-24T20:03:28.000+0000,005G0000002gyEtIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(306)665-6244,,joanbh@tipi-imipartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003V3VWIA0,,,,,,,1.0,0.0,0.0,,False,4055.0
5001600000dlfdiAAA,False,,00006401,003G0000018f6z4IAA,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Questions on IRR,Medium,,False,,False,False,005G0000003SxRoIAK,2015-02-24T21:30:43.000+0000,005G0000003SxRoIAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519)998-2009,(519) 998-2009,darrenbailey@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4055.0
5001600000dlkfCAAQ,False,,00006402,003G0000018f7kIIAQ,001G000000urMzmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Termination of plan,Medium,Plan down to 1 life.  Jeff Hunter left a message asking how to terminate the policy.  Marie is advisiing Don Theriault's office.,True,2015-02-25T14:00:21.000+0000,False,False,005G0000002gy7UIAQ,2015-02-25T14:00:11.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 434-9088,,don@tfi.cc,(902) 434-9999,,,,,,,,,,,,,,0.0,,0011600001lUhXRAA0,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4054.0
5001600000dlxOAAAY,False,,00006403,003G0000018f7lCIAQ,001G000000urMzkIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Renewal,Medium,Ron called and he forgot to present the Dec renewal to the client. It was a significant increase due to demographic/volume changes and poor drug experience.  We are not able to make any further investment in the renewal as we invested going out the door.  Ron may lose the group as they went to Market.,True,2015-02-27T18:27:10.000+0000,False,False,005G0000002gyBCIAY,2015-02-26T14:42:53.000+0000,005G0000002gyBCIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 863-8183,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,0.0,0.0,0.0,,False,4053.0
5001600000dlywmAAA,False,,00006404,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI between parent and child,Low,,True,2015-02-26T16:11:05.000+0000,False,False,005G0000002heHMIAY,2015-02-26T16:10:56.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4053.0
5001600000dm2ieAAA,False,,00006405,003G000001h0LGFIA2,001G000000vlcSzIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Billing Question,Medium,Spoke with the p/a regarding her bill. Coudn't understand why she was being charged so much for previous months. Realized there were people still on plan that shouldn't have been and we have since removed 1 employee using the 4 month rule.,True,2015-02-26T19:32:51.000+0000,False,False,005G0000002gyAKIAY,2015-02-26T19:32:41.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 354-5075,,bruce.inglis@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001lUlLfAAK,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4053.0
5001600000dm2zpAAA,False,,00006406,003G0000018f7kaIAA,001G000000urMzEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Change of Plan Admin,Medium,S/w Amanda Marshall.  Their PA left. Amanda will be taking care of the plan for the time being. She has completed the GN form.  She has been emailed booklets and contract.,True,2015-02-26T19:44:58.000+0000,False,False,005G0000002gy7UIAQ,2015-02-26T19:44:42.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 497-4285,,kevin.gildart@ns.sympatico.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlg0AAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4053.0
5001600000dm32tAAA,False,,00006407,003G0000018f6yLIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,new plan admin,Medium,Duska is no longer with company.  Linda Cochrane (owner) is looking after the plan now.  She and I will be meeting to review the handling of the group plan.,True,2015-02-26T19:46:38.000+0000,False,False,005G0000002gy7UIAQ,2015-02-26T19:46:31.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 422-1631,,lee.kaizer@email.com,,,,,,,,,,,,,,,0.0,,0011600001lUjrgAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4053.0
5001600000dm35TAAQ,False,,00006408,003G0000018f6YoIAI,001G000000urMtFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Plan Design changes,Medium,Jim called to advise that we need to make plan design changes in order to keep the group.,True,2015-02-26T19:48:03.000+0000,False,False,005G0000002gy7UIAQ,2015-02-26T19:47:57.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 825-2390,,,(902) 825-3421,,,,,,,,,,,,,,0.0,,0011600001lUmqiAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4053.0
5001600000dm37oAAA,False,,00006409,003G0000018f7kDIAQ,001G000000urMzNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,MRP Claims,Medium,"March 30 - update.  Cheque was received on March 26.  Cheque, claims forms and receipts were sent to Claims on March 26.  S/W Joe today.  he was very confused about this process.  The client did receive the MRP cheque that was cancelled and I have assured him that all the claims will be processed through the base plan first (cheque issued) then through the MRP program (second cheque issued).  I asked that they please allow us the time to process the claims as we only rec'd the exchange cheque last week.


March 12 - S/W Joe.  He has been given spreadsheet showing exactly what has been processed through the base plan and what will be processed through the MRP program once we receive cheque exchange cheque from Belmac.  All Paperwork is on Barb's desk awaiting such cheque.

large stack of receipts and MRP claim form was received from Tim Lynch's office.  Joe has gotten involved as the new Advisor.  Recipts have been sent to M&DS for review.  As plan has terminated we will have to do a cheque exchange.",True,2015-06-22T11:37:51.000+0000,False,False,005G0000002gy7UIAQ,2015-02-26T19:50:16.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 466-1035,(902) 402-4412,joe@foxgrovebenefits.com,(902) 466-1044,,,,,,,,,,,,,,0.0,,0011600001lUlLPAA0,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4053.0
5001600000dm3HtAAI,False,,00006410,003G0000018f7kIIAQ,001G000000urMzmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,termination of group plan,Medium,"Don Theriualt contacted Jeff Hunter to discuss this plan. Instead of terminating it they will be adding several ee's.

returned mail led to phone call to Jeff Hunter.  Jeff confirmed that this policy should be terminated and emailed a term letter.  Don wants to hold off on the term until he has a chance to speak with client.",True,2015-03-12T14:24:27.000+0000,False,False,005G0000002gy7UIAQ,2015-02-26T19:57:48.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 434-9088,,don@tfi.cc,(902) 434-9999,,,,,,,,,,,,,,0.0,,0011600001lUhXRAA0,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4053.0
5001600000dm5I5AAI,False,,00006411,003G0000018f70bIAA,001G000000urMoOIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI from individual to corporation,Low,Contact via Chantal McKenzie only,True,2015-02-26T21:45:18.000+0000,False,False,005G0000002heHMIAY,2015-02-26T21:45:08.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)862-1402,(403) 862-1402,mark@crawfordfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4053.0
5001600000dmQuZAAU,False,,00006448,003G000001rjzfsIAA,001G000000urMrDIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Product Question,High,"Alex has an prospect has money invested in BMO investment pool. The client has a large distribution for 2014. She is looking for some alternatives for her investment. Advisor felt this is an opportunity and is asking which investment product is most suitable for this client. I recommended Corporate Class, and ask the advisor try to get the client's statement, so we can do a fair comparison.",True,2015-03-02T03:03:27.000+0000,False,False,005G0000002gyCuIAI,2015-03-02T02:59:49.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905) 660-9414 X514,,xingminalex.liu@freedom55financial.com,(905) 660-9415,,,,,,,,,,BMO Invest Pool,Other,,,0.0,,,0.0,False,BMO Invest Pool,,,,,005G0000002gyCuIAI,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4050.0
5001600000dmYUUAA2,False,,00006449,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI beneficiary designations on group plans,Low,,True,2015-03-02T16:39:47.000+0000,False,False,005G0000002heHMIAY,2015-03-02T16:39:36.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4049.0
5001600000dmYWGAA2,False,,00006450,003G0000018f6fyIAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Power of attorney,Low,,True,2015-03-02T18:41:35.000+0000,False,False,005G0000002heHMIAY,2015-03-02T16:40:55.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)261-4690,(403) 614-8811,reg.hill@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4049.0
5001600000dmd1SAAQ,False,,00006463,003G0000018f6qoIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review wills and TEPQ (Casey),Low,Clients do not have enough net worth and income for TPEG involvement,True,2015-03-02T20:17:52.000+0000,False,False,005G0000002heHMIAY,2015-03-02T20:17:44.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)909-3993,(780) 909-3993,marlene.simmons@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4049.0
5001600000dmvkfAAA,False,,00006488,003G0000018f7kbIAA,001G000000urMzMIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Claims Inquiry,Medium,Advisor wants to know if dentist is putting claims through GWL as first payor instead of using the Dept of Indian Affairs. Should be going through Indian Affairs first. Have sent an email to claims dept to investigate.,True,2015-04-17T12:54:54.000+0000,False,False,005G0000002gyAKIAY,2015-03-04T14:18:46.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 752-3510,(902) 759-2154,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4047.0
5001600000dmvmvAAA,False,,00006489,003G0000018f7k5IAA,001G000000urMzgIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Coverage,Medium,"Spoke with John and he was inqiring about an ee and their life amount. Class he's in has flat life/no ltd however there were notes on TOCS advising that they were grandfathered $140k of life and $3k of LTD. 
have gone to h/o to infact confirm exactly what this employee has.",True,2015-04-17T12:53:46.000+0000,False,False,005G0000002gyAKIAY,2015-03-04T14:22:04.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902)422-1631,,john@ryan-ins.com,,,,,,,,,,,,,,,0.0,,0011600001lUjs0AAC,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4047.0
5001600000dmwUYAAY,False,,00006490,003G0000018f6oyIAA,001G000000urMtHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Adding emloyee wihtout Health and dental,Medium,Spoke with Steve regarding adding an employee that is in a common law situation. the question wa scan they be added for Life and LTD only. I discussed the anti selection and Steve completly understood. e is advising the client to add them correctly with full coverage due to liability.,True,2015-03-04T15:23:10.000+0000,False,False,005G0000002gy4lIAA,2015-03-04T15:22:59.000+0000,005G0000002gy4lIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902)225-6851,(902) 225-6851,steve@stevecashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,0.0,0.0,0.0,,False,4047.0
5001600000dn5qxAAA,False,,00006491,003G0000018f6WMIAY,001G000000urMqTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Chiro client - Moving 20 Pay policy on a creditor into her PC,Medium,"Discussed tax and creditor implications.

Policy has $12K premium",True,2015-03-04T18:48:35.000+0000,False,False,005G0000002gxzcIAA,2015-03-04T18:48:08.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(289)932-5367,(905) 351-2210,jessica.kemp@kfginc.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,2.0,0.0,0.0,,False,4047.0
5001600000dnGC0AAM,False,,00006492,003G0000018f7XQIAY,0015o000008Cyh0AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Roger Singh-whether to move his Par policy from 2013 into his Opco or Realco,Medium,Gave some pointers on pros and cons. May need a bit of estate planning.,True,2015-03-05T01:16:57.000+0000,False,False,005G0000002gxzcIAA,2015-03-05T01:15:57.000+0000,005G0000002gxzcIAA,2025-01-13T20:56:44.000+0000,0055o0000019VX9AAM,2025-01-13T20:56:44.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4047.0
5001600000dnM5PAAU,False,,00006493,003G0000018f6QWIAY,001G000000urMwGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Email,,Teach Commutation,High,"Sent to chris Koltek

Finally made some headway with Ron St.Onge.

Case:

•	Teacher
•	Commuted Value to be transferred $516K.
•	Looking to illustrate Growth & Income for 5 to 10 years in future.
•	To be vested in Seg funds (Ron has husbands AUM and is in Seg).
•	Ron has pegged their RP as advanced to aggressive.",False,,False,False,005G0000004f85qIAA,2015-03-05T18:26:38.000+0000,005G0000004f85qIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004f85qIAA,,,,,,,0.0,0.0,0.0,,False,4046.0
5001600000dnNgbAAE,False,,00006494,003G0000018f7kqIAA,001G000000urMyrIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,David Fudge Qtrade questions,Low,"David opened new Qtrade RRSP account for his own GWL shares.  He had the following questions.

Does he send $10 cheque for RSP account?
When will he have access to the account and get an account number as he tried to login to his account immediately after opening it and the recieved a password error? (He needs account number to fill out transfer doc's)
Can he send the doc's to me?",True,2015-07-03T11:44:41.000+0000,False,False,00516000005kGYaAAM,2015-03-05T19:50:16.000+0000,00516000005kGYaAAM,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902) 798-0859,(902) 798-6187,dfudge@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000005kGYaAAM,,,,,,,0.0,0.0,0.0,,False,4046.0
5001600000dnOEnAAM,False,,00006495,003G0000018f6ePIAQ,001G000000urMplIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Ronald Martyn: policy options,Low,"8806060-8
spoke to Patsy today regarding this policy, client is retiring and does not want to pay premiums. Requested options from Client service, 5-10 business days.",True,2015-04-10T16:21:42.000+0000,False,False,005G0000002gyG3IAI,2015-03-05T20:16:48.000+0000,005G0000002gyG3IAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519)967-9769X1005,(226) 506-3308,briansonne@horizonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,2.0,0.0,0.0,,False,4046.0
5001600000dnbGNAAY,False,,00006496,003G000001EGiflIAD,001G000000vlsZeIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Teachers applications & start date,Medium,Teaching assistants start in May & only worked 6 weeks. U/W advised we can't include this time in there waiting period. Teaching assistants to be added to the plan effective Sept 1st when they are actively at work and complete the 3month waiting period from this time. Original application were received with a start date in may. U/W will accept an email from principle confirm their start date. Awaiting same.,True,2015-03-20T21:40:55.000+0000,False,False,005G0000003V3VWIA0,2015-03-06T22:06:16.000+0000,005G0000003V3VWIA0,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(306) 956-4669 ext 105,,barb@manynations.com,(306) 956-4664,,,,,,,,,,,Other,,,0.0,,0011600001lUnJPAA0,0.0,False,,,,,,005G0000003V3VWIA0,,,,,,,0.0,0.0,0.0,,False,4045.0
5001600000dnbQIAAY,False,,00006497,0030A0000029YwxQAE,001G000000xP0aVIAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Employee query on claim payment & co-ordination of benefits,Medium,Kristina Myreim query in regard to coordination of benefits. Explanation of benefits received. Full payment made as per fee guide guidelines. Claim for Myles for dental work with a specialist.,False,,False,False,005G0000003V3VWIA0,2015-03-06T22:22:08.000+0000,005G0000003V3VWIA0,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(306)492-4930,,gdblouin@gmail.com,(306)123-4567,,,,,,,,,,,,,,0.0,,001G000001DVX2cIAH,0.0,False,,,,,,005G0000003V3VWIA0,,,,,,,0.0,0.0,0.0,,False,4045.0
5001600000dnjIQAAY,False,,00006498,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Corporate structure ideas for bio/nano-tech startup,Low,,True,2015-03-09T14:40:30.000+0000,False,False,005G0000002heHMIAY,2015-03-09T14:40:21.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4042.0
5001600000dnlQ7AAI,False,,00006499,003G0000029mx3WIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Investment Lending program,Medium,I shared some resources today with him on the process and the steps to follow,True,2015-03-09T16:10:18.000+0000,False,False,005G0000002gy7yIAA,2015-03-09T16:10:09.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,905-276-1177,(647) 833-3563,shahab.waheed@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4042.0
5001600000dnrZjAAI,False,,00006500,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,US Dividend Fund in TFSA,Medium,Client has advised Dave that US Dividends are subject to withholding tax within a TFSA and wanted to know how he was effected. Got an explanation from John Yanchus and discussed with Dave.,True,2015-03-09T21:11:48.000+0000,False,False,005G0000002gy6dIAA,2015-03-09T21:11:34.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4042.0
5001600000dnrcdAAA,False,,00006501,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,T5008,Medium,Client had called Dave with questions about the T5008. Got an explanation from John Yanchus and discussed with Dave.,True,2015-03-09T21:14:09.000+0000,False,False,005G0000002gy6dIAA,2015-03-09T21:13:59.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4042.0
5001600000dnsunAAA,False,,00006502,003G0000018f7ATIAY,001G000000urMtiIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,ADO,Medium,"When does ADO drop off a GWL par policy?  Age 65?

Please provide me with an excerpt from the product manual.  Thanks!",True,2015-03-10T18:56:22.000+0000,False,False,005G0000002gyDWIAY,2015-03-09T23:13:17.000+0000,005G0000002gyDWIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(236)420-1887,(250) 317-1965,gary@encompasssolutions.ca,(236)420-1987,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4042.0
5001600000dntLtAAI,False,,00006503,003G0000018f7reIAA,001G000000urN6UIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Jim Harrison,High,"March 9 - December 31, 2014 termination not processed by PA until March 3, 2015
March 10 - April preview billing statement emailed to Andrea",True,2015-05-04T18:04:25.000+0000,False,False,005G0000002gyEtIAI,2015-03-10T00:57:04.000+0000,005G0000002gyEtIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(306) 934-5540,,ahansen@suttonplanning.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmduAAC,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,3.0,0.0,0.0,,False,4042.0
5001600000dnyNcAAI,False,,00006504,003G0000018f7Q3IAI,001G000000urMyEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Exempt test changes,Low,,True,2015-03-10T15:28:56.000+0000,False,False,005G0000002heHMIAY,2015-03-10T15:28:44.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)226-9635,(403) 850-9635,jason.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4041.0
5001600000dnyQgAAI,False,,00006505,003G0000018f7Z7IAI,001G000000urMyEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Issues to address in a USA,Low,,True,2015-03-10T15:31:04.000+0000,False,False,005G0000002heHMIAY,2015-03-10T15:30:53.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4041.0
5001600000do8dzAAA,False,,00006506,003G0000018f7doIAA,0015o000008CyfyAAC,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,Phone,,How to structure DI buy-out,Medium,,False,,False,False,005G0000002gxzcIAA,2015-03-11T14:11:32.000+0000,005G0000002gxzcIAA,2024-12-12T15:47:42.000+0000,0055o0000019VX9AAM,2024-12-12T15:47:43.000+0000,(519)667-0116,(519) 902-6953,terry.zavitz@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4040.0
5001600000do9t0AAA,False,,00006507,003G0000018f6fRIAQ,001G000000urMqqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Age 60 pensioner faces DB or DC pension choice to make,Medium,"I provided my comments on the income if lump sum tranfer occurs compared to the pension for life, which is $40/month more, and also indexed to CPI",True,2015-03-11T15:47:32.000+0000,False,False,005G0000002gy7yIAA,2015-03-11T15:47:25.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)637-3636,(647) 330-3404,jgilmour@eagleridgefsl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4040.0
5001600000do9uSAAQ,False,,00006508,003G0000018f6fcIAA,001G000000urMqrIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Retention of client now Conservative but RBC Balances is showing 12% ROR,Medium,"Yes, so can we. I emailed 4 various fund options where our balance has similar returns and we do compete easily",True,2015-03-11T15:49:24.000+0000,False,False,005G0000002gy7yIAA,2015-03-11T15:49:06.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)940-0934,(519) 217-1888,rbobechko@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4040.0
5001600000doAXPAA2,False,,00006509,0031600002C6jRlAAJ,0011600001lUjlNAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Arrears for E2 Energy,Medium,"3 cheques sent to Head Office, GIPA $2,422.92 for Feb, $2,422.92 for March 2015 and $3,482.55 for MRP.",True,2015-03-11T16:43:14.000+0000,False,False,005G0000002gy6XIAQ,2015-03-11T16:40:10.000+0000,005G0000002gy6XIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)852-2250,,accounting@e2energyinc.com,,,,,,,,,,,,Other,,,0.0,,0011600001lUjlNAAS,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,4040.0
5001600000doKDyAAM,False,,00006510,003G0000018f6UdIAI,001G000000urMofIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,"NEM Increases for Life, ECI and LTD",Medium,"Al asked if there were NEM increases available for this group.  I pulled an in-force quote and there are increases available:

 Life can be increased from $100,000 to $130,000, Employee CI can be increased from $10,000 to $25,000 and LTD can be increased from $2,200 to $2,350.

Al would like to see an amendment quote illustrating the costs if the client were to accept these increases.",False,,False,False,005G0000002gyEtIAI,2015-03-12T13:57:21.000+0000,005G0000002gyEtIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(306) 934-7060 x 4234,(306) 222-6323,al.regehr@freedom55financial.com,(306) 934-5077,,,,,,,,,,,,,,0.0,,0011600001lUlalAAC,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4039.0
5001600000doPumAAE,False,,00006511,003G0000018f81XIAQ,001G000000urMzSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Service Request,Low,,True,2015-05-04T14:16:36.000+0000,False,False,005G0000002gy7UIAQ,2015-03-12T17:29:13.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902) 564-1277,,lowell@brydeninsurance.com,(902) 564-1277,,,,,,,,,,,,,,0.0,,0011600001lUmsBAAS,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4039.0
5001600000doRuFAAU,False,,00006512,003G0000018f7iUIAQ,001G000001LAZ47IAH,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Recommendation and rebalance - Tim MacNevin,Medium,provided analysis of current portfolio/asset mix and recommended new seg Advanced asset mix.  See attached.,True,2015-03-12T19:12:16.000+0000,False,False,005G0000002gy8XIAQ,2015-03-12T19:11:36.000+0000,005G0000002gy8XIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902)894-5433,,brian.murphy@pei.sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8XIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4039.0
5001600000dofiXAAQ,False,,00006513,003G0000018f72yIAA,001G000000urMoXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI from child to parent (no rollover),Low,"Also, ACB upon repayment of policy loan.

Initial question forwarded by Kelly Ganter",True,2015-03-13T15:04:16.000+0000,False,False,005G0000002heHMIAY,2015-03-13T15:04:01.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)718-7232,(250) 808-8298,bert@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4038.0
5001600000douABAAY,False,,00006526,003G000001B6L90IAF,001G000000urMuPIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Out of Country Claim,High,"There are currently two out of country claims pending on this account.  One of the claims is for a deceased employee and the other of for his survivor spouse.  Their daughter has been in communication with GWL regarding the stress and harrassment they are receiving from the collection agencies due to the claims.  The deceased employees claim is for expenses incurred in early 2014, there was a delay processing the claim as we were waiting on information from the hospital.  We have now received the information and the claim expenses are being reviewed and processed.  
For the survivor claim, a file was recently (March 5th) opened up for the expenses incurred December 2014.  The claim forms have been mailed to the member as well as the necessary billing form sent to the hospital.",True,2015-06-24T15:06:30.000+0000,False,False,005G0000004cLNHIA2,2015-03-16T14:19:49.000+0000,005G0000004cLNHIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 430-7444 ext 225,,bill@penmorebenefits.com,(905) 430-9313,,,,,,,,,,,,,,0.0,,0011600001lUgy0AAC,0.0,False,,,,,,005G0000004cLNHIA2,,,,,,,0.0,0.0,0.0,,False,4035.0
5001600000douIAAAY,False,,00006527,003G000001B6L90IAF,001G000000urMuPIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Out of Country Claim,High,"There are currently two out of country claims pending on this account. One of the claims is for a deceased employee and the other of for his survivor spouse. Their daughter has been in communication with GWL regarding the stress and harrassment they are receiving from the collection agencies due to the claims. The deceased employees claim is for expenses incurred in early 2014, there was a delay processing the claim as we were waiting on information from the hospital. We have now received the information and the claim expenses are being reviewed and processed.
 For the survivor claim, a file was recently (March 5th) opened up for the expenses incurred December 2014. The claim forms have been mailed to the member as well as the necessary billing form sent to the hospital.",True,2015-03-16T14:28:06.000+0000,False,False,005G0000004cLNHIA2,2015-03-16T14:25:54.000+0000,005G0000004cLNHIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 430-7444 ext 225,,bill@penmorebenefits.com,(905) 430-9313,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004cLNHIA2,,,,,,,0.0,0.0,0.0,,False,4035.0
5001600000doyD9AAI,False,,00006540,003G0000018f7JrIAI,001G000000urMnoIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Maura Cosgrave - Accountant,Medium,Centre of influence for Tayler.,True,2017-04-04T17:29:11.000+0000,False,False,005G0000002gyGaIAI,2015-03-16T17:30:16.000+0000,005G0000002gyGaIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,604-732-1508,,tayler.davyduke@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,3.0,0.0,0.0,,False,4035.0
5001600000doytyAAA,False,,00006541,0030A0000029nskQAA,001G000000wjNqGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Adding an employee,Medium,"Received an email from advisor Mar 13 regarding an ee application for this group. The signature date was missing so H/o sent the applicatoin back to the client, however, due to the lag in the mail system this wasn't recived by the employee in a timely manner. Letter was dated and sent Feb 9, but ee didn't recieve until March. Advisor would rather not have the employee charged for 2 months that he didn't know he had coverage since his application was sent back. I have gone to head office to see if we can make an exception, however, they advised that they are to be effectve 3 months from their d.o.e. - no exceptions. 
On March 20 h/o agreed, due to the circumstances, to add this employee as requested as of April 1, 2015.",True,2015-03-20T16:41:06.000+0000,False,False,005G0000002gyAKIAY,2015-03-16T18:04:35.000+0000,005G0000002gyAKIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902)423-8294,,lise.newell@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,001G000001JaqUUIAZ,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,1.0,0.0,0.0,,False,4035.0
5001600000dp2FOAAY,False,,00006543,003G000001hVkjJIAS,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Explaining how D Series works, income tax, ACB and other admin issues",High,"We discussed a case for 100,000 for a mid 50's client.  He was fairly up to speed on the main issues.  He then ran an illustration using the calculator to see for himself how market value and ACB changes over time, as well as the indicative monthly income the client gets, after tax",True,2015-03-16T20:57:02.000+0000,False,False,005G0000002gy7yIAA,2015-03-16T20:56:53.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 276-1177 ext 531,,nix.crescini@freedom55financial.com,(905) 276-1040,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4035.0
5001600000dp6rcAAA,False,,00006544,003G0000018f6ctIAA,0015o000008CyhaAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Can annuity settlement on grandfathered policy be term certain,Medium,Yes if allowed in contract as surrender option. Told her to check with CSU also.,True,2015-03-17T14:29:40.000+0000,False,False,005G0000002gxzcIAA,2015-03-17T14:29:25.000+0000,005G0000002gxzcIAA,2024-11-04T19:12:16.000+0000,0055o0000019VX9AAM,2024-11-04T19:12:16.000+0000,(905)637-3500,(905) 616-0611,whitney@sovereignwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4034.0
5001600000dpGaHAAU,False,,00006545,003G0000018f76rIAA,001G000000urMofIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Phone,,Big Hammer: Add second billing division,Medium,"Joe has started a new business, wants to move all employees under the new business but he will remain under 101176473 Sask Ltd.",False,,False,False,005G0000004cvzgIAA,2015-03-17T22:57:36.000+0000,005G0000002gyEtIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(306)270-6284,(306) 270-6284,michael.dick@wealthinfocus.ca,,,,,,,,,,,,,,,0.0,,001G000001bwYZjIAM,0.0,False,,,,,,005G0000004cvzgIAA,,,,,,,0.0,0.0,0.0,,False,4034.0
5001600000dpP0GAAU,False,,00006546,003G0000018f6deIAA,001G000000urMoXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI from corporation to individual,Low,,True,2015-03-18T18:24:27.000+0000,False,False,005G0000002heHMIAY,2015-03-18T18:24:16.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(587)525-6089,,rwalker@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4033.0
5001600000dpP3yAAE,False,,00006547,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Death benefit in corporation,Low,,True,2015-03-18T18:27:11.000+0000,False,False,005G0000002heHMIAY,2015-03-18T18:27:00.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4033.0
5001600000dpR4ZAAU,False,,00006548,003G0000018f6WNIAY,001G000000urMqTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Life insurance - exceptions to creditor protection,Medium,E-mail to Sadler and me. We told him about exceptions like fraudulent conveyance and Dependents Relief Act.,True,2015-03-18T19:18:56.000+0000,False,False,005G0000002gxzcIAA,2015-03-18T19:18:35.000+0000,005G0000002gxzcIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(289)932-5367,(289) 929-7692,michael.kemp@kfginc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4033.0
5001600000eAQhIAAW,False,,00006549,0030A0000029ZQFQA2,001G000000wjNrBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Claim,Medium,"That’s fantastic Emma.  Keep us posted and let me know should you require anything in the meantime.

Best regards,
Lindsay

From: Pereira, Emma 
Sent: Monday, February 09, 2015 4:01 PM
To: Stacey, Lindsay
Subject: RE: 290332- Camping In Style

Hi Lindsay

Friday afternoon I had a phone call from XXXXX lawyer. Which was a very good conversation we went over the outstanding documents as well as some of the other questions XXXXX had for me.
He was a very understanding man and actually felt bad for me that XXXXX was talking out his frustrations. He said he would talk to XXXXX and tell him that we are doing above and beyond the requirements and that we are just waiting on the mandatory documents to continue.
He will be sending the outstanding documents to us when he gets them.
Hopefully it will help XXXXX

Thanks
Emma



Sent with Good (www.good.com)


-----Original Message-----
From: Stacey, Lindsay
Sent: Monday, February 09, 2015 08:14 AM Central Standard Time
To: Pereira, Emma
Cc: Stacey, Lindsay
Subject: FW:, 290332- Camping In Style

Hi Emma,
Hope you had a good weekend!
 
Have you had a chance to gather the police officer and coroner’s contact information, as earlier discussed?
 
Once we have this information, we would be glad to contact them on this family’s behalf.
 
Thanks Emma,
Lindsay
 
From: Stacey, Lindsay
Sent: Thursday, February 05, 2015 2:22 PM
To: Pereira, Emma
Cc: Stacey, Lindsay
Subject: RE:, 290332- Camping In Style
 
Hi Emma,
Thank you for your email.
 
Please know we are very much on the same page and I am working for both you and your client to see if we are able to assist in any further way possible as this is not something we typically do.  This would be a special request, since it is the responsibility of the beneficiary to provide all required documentation.
 
If you are able to provide the contact information you used for both the police officer and coroner, we would be glad to contact them directly and perhaps speed up the process.  All we can do is try at this point.
 
Thanks Emma,
Lindsay
 
From: Pereira, Emma
Sent: Thursday, February 05, 2015 11:29 AM
To: Stacey, Lindsay
Subject: RE:  290332- Camping In Style
 
Hi Lindsay
 
I have personally talked to the officer and he told me that it could take up to 8 months to get those reports.  XXXXX did give me a one page of the report that shows the diagram of the accident but I told him that was not enough as well as the outstanding coroner report.  I did call the coroners and they said the full report takes about 6-8 months. 
I just wanted to double check again that we were in the same page.
 
I do however understand he is a morning father and wants to have results.  I gently told him this process did take a bit of time cause it is a decent sum of money that is given in result of an accidental death and if XXXXX have had died another way like cancer this sum would not of been paid.
 
Thanks again
 
Emma
From: Stacey, Lindsay
Sent: February 5, 2015 10:16 AM
To: Pereira, Emma
Cc: Stacey, Lindsay
Subject: RE:  290332- Camping In Style
 
Hi Emma,
Further to our conversation yesterday, the only documentation currently on file for the accidental death benefit is an incomplete copy of the Motor Vehicle Accident Report.  A complete Motor Vehicle Accident Report provides the circumstances surrounding the incident and the Coroner’s Report provides the medical cause and manner of death and also provides details surrounding the death.  Without these two reports, we are not given the opportunity to make an informed decision and therefore cannot proceed with the claim at this time.
 
That said, if XXXXX is able to access the name of the police officer in charge of the investigation and the coroner, we would be glad to contact them on behalf of them family to try and obtain the outstanding information.
 
Once we have the contact information, I will forward to our claims processors for further communication.
 
Thanks Emma,
Lindsay
 
From: Stacey, Lindsay
Sent: Wednesday, January 14, 2015 10:14 AM
To: Pereira, Emma
Cc: Stacey, Lindsay
Subject: RE: 290332- Camping In Style
 
You are welcome Emma!
 
From: Pereira, Emma
Sent: Wednesday, January 14, 2015 10:14 AM
To: Stacey, Lindsay
Subject: RE:  290332- Camping In Style
 
Perfect thanks so much!!!



Sent with Good (www.good.com)


-----Original Message-----
From: Stacey, Lindsay
Sent: Wednesday, January 14, 2015 09:03 AM Central Standard Time
To: Pereira, Emma
Cc: Stacey, Lindsay
Subject: RE: 290332- Camping In Style
Happy New Year Emma!

Please know that XXXXX has been removed from the employee listing at Camping In Style however his AD&D file remains open.

Unfortunately we are not able to payout any monies on the AD&D claim until the required information is available to us for review.  That said, currently outstanding is the coroners statement and the complete version of the police report including a diagram of the accident.

Once we receive such documents, the AD&D claim will be reviewed.

Should you have further questions, please do not hesitate.

Thanks Emma,
Lindsay

-----Original Message-----
From: Pereira, Emma
Sent: Tuesday, January 13, 2015 2:32 PM
To: Stacey, Lindsay
Subject: FW: 

Hi Lindsay

Happy New Year!!

Great question?

Wondering if there is a way to get that AD&D  money cause they said I could take a year to settle.

Thanks,
Emma

-----Original Message-----
From: Tara [mailto:tara@campinginstyle.com]
Sent: January 13, 2015 11:57 AM
To: Pereira, Emma
Subject: Re: 

Hi,

Just checking in for an update.

Also, can I delete XXXXX from our plan now? Or should I leave him there until everything is paid out?

Tara

Sent from my iPhone

> On Dec 16, 2014, at 2:37 PM, Pereira, Emma <Emma.Pereira@investorsgroup.com> wrote:
>
> Hi Tara
>
> Just want to give you the heads up that XXXXX has now received the cheque and is only waiting for the AD&D one, but knows we info before we can move forward.
>
> Regards,
> Emma
>
> -----Original Message-----
> From: Tara Goulet [mailto:tara@campinginstyle.com]
> Sent: December 15, 2014 11:47 AM
> To: Pereira, Emma
> Subject: Re: 
>
> Hey,
>
> I am back home, just wanted to check in and see if everything is going ok.
>
> Were you able to get in touch with the XXXXX? is there anything I need to do?
>
> Tara
>
> -----Original Message-----
> From: Pereira, Emma
> Sent: Tuesday, December 09, 2014 11:39 AM
> To: 'tara'
> Subject: 
>
> Hi Tara,
>
> I went to the shop the other day and I was talking to XXXXX after talking with her she told me that you've gone on vacation to Florida I hope you're having great weather.
>
> Do you mind if I go ahead and reach out to the XXXXX this is become a long drawn out process for the peppers and I would like to please put this to rest before Christmas.
>
> If you don't mind forwarding the XXXXX  information as well as I do need to get in touch with Kelly personally before I go any further.
>
> Have a great trip.
>
> Regards
> Emma
>
> Sent with Good (www.good.com)
>",True,2017-02-13T18:51:55.000+0000,False,False,005G0000002hHXBIA2,2015-03-18T20:09:06.000+0000,005G0000002hHXBIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)434-8400,,,(905)721-0483,,,,,,,,,,,,,,0.0,,001G0000011ZUpOIAW,0.0,False,,,,,,005G0000002hHXBIA2,,,,,,,0.0,0.0,0.0,,False,4033.0
5001600000eAbhdAAC,False,,00006550,003G0000018f6WdIAI,001G000000urMrTIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Life Claim,Medium,"Ok, thanks Shelley.

Lindsay

_____________________________________________
From: Balewicz, Shelley 
Sent: Thursday, February 05, 2015 11:35 AM
To: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


You’re welcome.

It depends on the claim itself.  We don’t really have any procedure in place to determine if or when a file should be closed due to lack of information/documentation.


Shelley Balewicz
Life Claims Analyst, Group Life Benefits
The Great-West Life Assurance Company
60 Osborne Street North
Winnipeg MB Canada R3C 1V3
Tel 204.946.7678
Fax 204.946-8783
shelley.balewicz@gwl.ca
www.greatwestlife.com
_____________________________________________
From: Stacey, Lindsay 
Sent: Thursday, February 05, 2015 10:33 AM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Thanks for the update Shelley.  How long do we keep life claim files open?
Lindsay

_____________________________________________
From: Balewicz, Shelley 
Sent: Thursday, February 05, 2015 11:30 AM
To: Stacey, Lindsay
Subject: RE:XXXXX / Claim 153320


Hi Lindsay,

I spoke with XXXXX on the 29th and he assured me that he would get the necessary documentation to me.  I gave him another two months at which time, he hopes to have everything to me.

Thanks,
Shelley


_____________________________________________
From: Stacey, Lindsay 
Sent: Thursday, February 05, 2015 9:36 AM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Shelley,
Any updates on this claim at this time?  Has further communication been sent out to Mr. XXXXX?  How long do we keep life claim files open for?

Thanks Shelley,
Lindsay

_____________________________________________
From: Stacey, Lindsay 
Sent: Thursday, November 06, 2014 1:02 PM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Ok thanks for the update Shelley.
Lindsay

_____________________________________________
From: Balewicz, Shelley 
Sent: Thursday, November 06, 2014 12:53 PM
To: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Lindsay,

Still waiting to hear back from Mr. XXXXX.

Regards,
Shelley

_____________________________________________
From: Stacey, Lindsay 
Sent: Thursday, November 06, 2014 8:43 AM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: FW: XXXXX / Claim 153320

Good morning Shelley,
Has there been any movement on this claim?  Have you received the o/s documents from XXXXX at this point?

Thanks Shelley,
Lindsay

_____________________________________________
From: Stacey, Lindsay 
Sent: Monday, September 15, 2014 1:43 PM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Shelley,
I just heard from XXXXX and he is requesting that the forms be re sent to his attention.  Please forward to XXXXX as per his request.

Since losing his son to cancer, both his daughter and father have since been diagnosed, thus being the reason the requested forms were not submitted to us.

Thanks Shelley,
Lindsay

_____________________________________________
From: Stacey, Lindsay 
Sent: Thursday, September 11, 2014 8:21 AM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Thank you.
Lindsay

_____________________________________________
From: Bancolita, Josephine On Behalf Of Balewicz, Shelley
Sent: Wednesday, September 10, 2014 4:14 PM
To: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Lindsay:

To date we have not received the document we have requested previously.  We will do follow-up with shortly.


Josephine Bancolita 
Life Claims Analyst
Group Life Benefits, 5W
Great-West Life Assurance Company
Phone: (204) 946-7021
Fax: (204) 946-8783
E-mail: josephine.bancolita@gwl.ca




_____________________________________________
From: Stacey, Lindsay 
Sent: Wednesday, September 10, 2014 2:44 PM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Shelley,
Can you please provide an update on the status of this claim?  

Thanks Shelley,
Lindsay

_____________________________________________
From: Stacey, Lindsay 
Sent: Wednesday, July 09, 2014 4:06 PM
To: Labossiere, Dominique
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


That’s fantastic Dominique, thank you.

Kind regards,
Lindsay

_____________________________________________
From: Labossiere, Dominique 
Sent: Wednesday, July 09, 2014 3:57 PM
To: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Lindsay,

I’ve spoken with XXXXX and he has requested a new letter be sent to him as I believe he might have misplaced the one that was sent to him back in March. I will be sending him a new letter via email on Monday once Shelley is back and she can forward me the letter. Once this is done, I’ve told him to have a look at the letter again and if he has any questions to give me call back as he was unsure how to proceed. I will keep you updated once I know more.

Thanks,

Dominique Labossière
Life Claims Analyst, Group Life Benefits
The Great-West Life Assurance Company
60 Osborne Street North
Winnipeg MB Canada R3C 1V3
Tel: 204-926-5166
Fax: 204-946-8783       
Email: dominique.labossiere@gwl.ca



_____________________________________________
From: Stacey, Lindsay 
Sent: Wednesday, July 09, 2014 2:28 PM
To: Labossiere, Dominique
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


HI Dominique,
Thank you for getting back to me so quickly.

I have not been in recent contact withXXXXX but have been previously contacted many times by him as he was inquiring on the status.
It was his young son who passed away and I am hoping this can be resolved shortly, depending on his reply.

If you could contact him, that would be much appreciated.

Best regards,
Lindsay


_____________________________________________
From: Labossiere, Dominique 
Sent: Wednesday, July 09, 2014 3:25 PM
To: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Lindsay,

We have yet to hear back from XXXXX. Have you been in contact with him? If not, I could try giving him a call. Let me know.

Thanks!

Dominique Labossière
Life Claims Analyst, Group Life Benefits
The Great-West Life Assurance Company
60 Osborne Street North
Winnipeg MB Canada R3C 1V3
Tel: 204-926-5166
Fax: 204-946-8783       
Email: dominique.labossiere@gwl.ca


_____________________________________________
From: Stacey, Lindsay 
Sent: Wednesday, July 09, 2014 1:03 PM
To: Labossiere, Dominique
Cc: Stacey, Lindsay; Breyfogle, Tammy
Subject: FW: XXXXX / Claim 153320


Hi Dominique,
Can you please look into this life claim as I understand Marcy is no longer with GWL and advise as soon as possible.

Thank you,
Lindsay

_____________________________________________
From: Stacey, Lindsay 
Sent: Tuesday, July 08, 2014 8:57 AM
To: 'Thomas McLaughlin'
Cc: Stacey, Lindsay
Subject: FW: XXXXX / Claim 153320


Hi Marcy,
Sorry to be bothersome but I know this case was a little sensitive.  Has there been any movement on this?

Thanks Marcy,
Lindsay

_____________________________________________
From: Stacey, Lindsay 
Sent: Monday, June 16, 2014 8:35 AM
To: Thomas, Marcy
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Marcy,
Any update on this case?

Thanks!

Best regards,
Lindsay

_____________________________________________
From: Stacey, Lindsay 
Sent: Tuesday, May 13, 2014 11:19 AM
To: Thomas, Marcy
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Thanks Marcy.
Lindsay

_____________________________________________
From: Thomas, Marcy 
Sent: Tuesday, May 13, 2014 11:18 AM
To: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Lindsay,

We are still waiting for the outstanding documents.  I will follow up in a couple of weeks.

Thanks,
Marcy

_____________________________________________
From: Stacey, Lindsay 
Sent: Tuesday, May 13, 2014 10:14 AM
To: Thomas, Marcy
Cc: Balewicz, Shelley; Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Marcy,
Just following up on this claim.  Are you able to provide us with an update?

Kind regards,
Lindsay

_____________________________________________
From: Balewicz, Shelley 
Sent: Thursday, April 17, 2014 9:10 AM
To: Thomas, Marcy
Cc: Stacey, Lindsay
Subject: FW: XXXXX / Claim 153320


Hi Marcy,

Can you please provide Lindsay with a response.

Thanks,
Shelley

_____________________________________________
From: Stacey, Lindsay 
Sent: Thursday, April 17, 2014 8:02 AM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Shelley,
Hope you are doing well.

Have we received anything in terms of the letter that was sent out to XXXXX?

Please advise.
Lindsay

_____________________________________________
From: Stacey, Lindsay 
Sent: Tuesday, April 01, 2014 8:32 AM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Thank you Shelley.  If you could please keep me updated on this case, that would be great.

Thank you,
Lindsay

_____________________________________________
From: Balewicz, Shelley 
Sent: Monday, March 31, 2014 4:33 PM
To: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


 << File: XXXXX.doc >> 

Shelley Balewicz
Life Claims Analyst, Group Life Benefits
The Great-West Life Assurance Company
60 Osborne Street North
Winnipeg MB Canada R3C 1V3
Tel 204.946.7678
Fax 204.946-8783
shelley.balewicz@gwl.ca
www.greatwestlife.com
_____________________________________________
From: Stacey, Lindsay 
Sent: Monday, March 31, 2014 3:12 PM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Shelley,
Not a problem, it happens all the time!

Can you please provide me with a copy of the letter?

Kind regards,
Lindsay

_____________________________________________
From: Balewicz, Shelley 
Sent: Monday, March 31, 2014 4:03 PM
To: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Lindsay,

Sorry, for addressing you as your last name.


Shelley Balewicz
Life Claims Analyst, Group Life Benefits
The Great-West Life Assurance Company
60 Osborne Street North
Winnipeg MB Canada R3C 1V3
Tel 204.946.7678
Fax 204.946-8783
shelley.balewicz@gwl.ca
www.greatwestlife.com


_____________________________________________
From: Balewicz, Shelley 
Sent: Monday, March 31, 2014 2:43 PM
To: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Stacey,

The letter will be mailed to XXXXX tomorrow.

Regards,
Shelley

_____________________________________________
From: Stacey, Lindsay 
Sent: Wednesday, March 26, 2014 11:31 AM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: RE: XXXXX / Claim 153320


Hi Shelley,
As per our conversation, if head office could please put something together to be delivered to XXXXX that includes detailed information as to the next steps in finalizing his sons life claim.

Can you please let me know once this has been mailed to him?

Thank you in advance,
Lindsay

_____________________________________________
From: Balewicz, Shelley 
Sent: Wednesday, March 26, 2014 10:52 AM
To: Stacey, Lindsay
Subject: RE: XXXXX/ Claim 153320


Hi Lindsay,

Yes, it has been accepted and I will await receipt of the originals for our file.

Please proceed with obtaining the remaining documents.

Thanks,
Shelley

Shelley Balewicz
Life Claims Analyst, Group Life Benefits
The Great-West Life Assurance Company
60 Osborne Street North
Winnipeg MB Canada R3C 1V3
Tel 204.946.7678
Fax 204.946-8783
shelley.balewicz@gwl.ca
www.greatwestlife.com


_____________________________________________
From: Stacey, Lindsay 
Sent: Wednesday, March 26, 2014 9:51 AM
To: Balewicz, Shelley
Subject: RE: XXXXX / Claim 153320


Thank you Shelley.  Please confirm that this letter has been accepted as adequate and we should proceed.

Lindsay

_____________________________________________
From: Balewicz, Shelley 
Sent: Wednesday, March 26, 2014 10:47 AM
To: Stacey, Lindsay
Cc: MacDonald, Angie
Subject: FW: XXXXX / Claim 153320


Here’s the email.

Shelley Balewicz
Life Claims Analyst, Group Life Benefits
The Great-West Life Assurance Company
60 Osborne Street North
Winnipeg MB Canada R3C 1V3
Tel 204.946.7678
Fax 204.946-8783
shelley.balewicz@gwl.ca
www.greatwestlife.com


_____________________________________________
From: Balewicz, Shelley 
Sent: Tuesday, March 25, 2014 3:04 PM
To: MacDonald, Angie
Subject: FW: XXXXX / Claim 153320


Hi Angie,

Thank you for providing the attached.

Please refer to my March 17, 2014 email which outlines documentation required.

Regards,
Shelley

Shelley Balewicz
Life Claims Analyst, Group Life Benefits
The Great-West Life Assurance Company
60 Osborne Street North
Winnipeg MB Canada R3C 1V3
Tel 204.946.7678
Fax 204.946-8783
shelley.balewicz@gwl.ca
www.greatwestlife.com
_____________________________________________
From: MacDonald, Angie 
Sent: Tuesday, March 25, 2014 2:04 PM
To: Balewicz, Shelley
Cc: Stacey, Lindsay
Subject: XXXXX / Claim 153320


Hi Shelley!

Please find attached Dr’s note for verification of sound mind.
 << File: 263718 - 00001.pdf >> 
Original signed Dr’s report to follow in courier to you.

Upon review if you could please confirm our decision as well as options going forward that would be greatly appreciated.

Best regards,
Angie MacDonald, GBA, FLMI
Senior Service Representative, Employee Benefits
The Great-West Life Assurance Company
2 Simcoe St. S, S400
Oshawa, On L1H 8C1
Tel 905-721-3415  Toll free 1-800-663-3585 x3415
Fax 905-571-4131
www.greatwestlife.com",True,2017-02-13T18:55:43.000+0000,False,False,005G0000002hHXBIA2,2015-03-19T15:37:13.000+0000,005G0000002hHXBIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)576-0377,(905) 439-4499,barry@gbfplanning.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgxKAAS,0.0,False,,,,,,005G0000002hHXBIA2,,,,,,,0.0,0.0,0.0,,False,4032.0
5001600000eAbn7AAC,False,,00006551,003G000001HFdaBIAT,001G0000010BIcxIAG,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Survivor Spouse benefits,Medium,"Thanks Lindsay,
Much appreciate the efforts by all to make this right for a long term loyal client.  We will await the decision to extend survivor benefits as requested.
Thanks again, Dana

From: Stacey, Lindsay [mailto:Lindsay.Stacey@gwl.ca] 
Sent: Tuesday, February 24, 2015 9:12 AM
To: Osburn, Dana; Wilson, Andrea
Cc: Beauvais, Paul; Barton, Jeremy; Stacey, Lindsay
Subject: RE: Weed Man XXXXX

Good morning Dana,
We have just received word from our claims department that the dental claim for was paid yesterday in the amount of $485.00.  In addition, we have take the necessary steps to ensure this does not happen again by providing proper coaching to claims representatives and also flagging this particular file.

In regards to the request to provide XXXXX with an addition 6 months of survivor benefits, we have brought this request to the attention of our head office underwriters and are currently awaiting their response.

Once we hear, we will be sure to let you know.

Should anything be required in the meantime, please do not hesitate.

Thanks Dana,
Lindsay


From: Barton, Jeremy 
Sent: Thursday, February 19, 2015 11:24 AM
To: Osburn, Dana; Stacey, Lindsay; Wilson, Andrea
Cc: Beauvais, Paul
Subject: RE: Weed Man XXXXX

Thanks Dana!

I appreciate the comments and feedback.

Lindsay and I will review and see what, if anything, can be accomplished. 

We appreciate yours and the plan members support through the challenges he has faced. 

Thanks again Dana, and look forward to catching up soon!

Jeremy Barton, H.B. Comm, CEBS 
Regional Employee Benefits Manager, Sales and Marketing Centre
Central and Northern Ontario Region
Tel: (905)721-3425 
Toll Free: 1-800-663-3585, ext. 3425 
Fax: (905) 571-4131 
2 Simcoe Street South, Suite 400 
Oshawa, ON L1H 8C1 

From: Dana Osburn [mailto:dana@altavistaplanning.com] 
Sent: Thursday, February 19, 2015 10:59 AM
To: Stacey, Lindsay; Wilson, Andrea
Cc: Barton, Jeremy; Beauvais, Paul
Subject: RE: Weed Man XXXXX

Thanks Lindsay,  I appreciate the update.   
Look forward to hearing that this has been resolved and that it will not be an ongoing issue for a long time high value client of this office.   Thanks for speaking with him directly.    

I am requesting that under the circumstances, GWL should extend his survivor benefits for an additional 6 months.   So far since his wife passed away in August of 2013 he has had a very poor experience and has clearly lost confidence in GWL to deliver on the promise of survivor benefits.   He mentioned to us recently that he had travelled out of the country and had purchased private travel medical insurance since he was still feeling unsure that GWL would be there for him if anything happened.   I think an extension of coverage is the least GWL can do to help make this right.

Paul and Jeremy I will leave this to you for next steps but wanted to make you aware of the issue.    My personal respect for both of you is unshakeable, so I know that you will do everything possible to help.
Kind regards, Dana


 
                       Dana R. Osburn CFP
                       359 West St. N
                       2nd Floor
                       Orillia, ON L3V 5E5
                       P:   705-327-0313
                       F:   705-327-0314
                       TF: 888-942-2396
                       Email: dana@altavistaplanning.com
                        www.altavistaplanning.com




From: Stacey, Lindsay [mailto:Lindsay.Stacey@gwl.ca] 
Sent: Thursday, February 19, 2015 9:35 AM
To: Wilson, Andrea
Cc: Osburn, Dana; Barton, Jeremy; Stacey, Lindsay
Subject: RE: Weed Man XXXXX

Good morning Andrea,
You are very welcome.  It appears that due to an internal error in our processing department, the claims for Mr.XXXXX were declined in error and we are currently working diligently to have situations like this eliminated going forward.

As mentioned to you previously, Mr. XXXXX has survivor benefits in place until Mar7/16.  I spoke with Mr. XXXXX this morning to ensure him of this and also to apologize for the inconvenience during this difficult time.

We should be receiving a call from our claims department within 24 hours to confirm this situation has been resolved and eligible claims submitted have been paid.

I will be sure to let you know as I hear.

Thanks Andrea, and our apologies once again.

Kind regards,
Lindsay

From: Andrea Wilson [mailto:andrea@altavistaplanning.com] 
Sent: Wednesday, February 18, 2015 2:21 PM
To: Stacey, Lindsay
Cc: Osburn, Dana
Subject: RE: Weed Man XXXXX

Hi Lindsay,

Thank you for your attention to this. I know the client would appreciate a call. You can reach him at XXXXX

Best Regards,
Andrea

 
              Andrea G. Wilson - Admin & Marketing Associate
                       359 West St. North
                       Orillia, ON L3V 5E5
                       P:   705-327-0313
                       F:   705-327-0314
                       TF: 888-942-2396
                       Email: andrea@altavistaplanning.com
                       www.altavistaplanning.com
                       www.chamberplan.ca
                       https://www.facebook.com/altavistaplanningpartners



From: Stacey, Lindsay [mailto:Lindsay.Stacey@gwl.ca] 
Sent: February-18-15 2:11 PM
To: Wilson, Andrea
Cc: Barton, Jeremy; Stacey, Lindsay
Subject: RE: Weed Man XXXXX

Hi Andrea,
Please know that we are still working on this and will be sure to let you know as we have any information.
 
In the meantime, would you like us to reach out to your client to advise him we are working on a resolution and also to confirm coverage.
 
Thanks Andrea,
Lindsay
 
_____________________________________________
From: Stacey, Lindsay 
Sent: Wednesday, February 11, 2015 12:01 PM
To: Wilson, Andrea
Cc: Stacey, Lindsay; Barton, Jeremy
Subject: Weed Man XXXXX
 
 
Hi Andrea,
We received your faxes, thank you.
 
We are sorry to hear that Mr. XXXXX is experiencing difficulties with his claims. I am able to confirm that Mr. XXXXX does currently have survivor benefits in place and such benefits are in effect until Mar7/16, as previously discussed.
 
We are currently looking into the recent declination of dental claims submitted by Mr. XXXXX and a resolution for such.  Once we have further information, Jeremy and I will set up a conference call to discuss our findings.
 
Thanks Andrea,
Lindsay
 
Lindsay M. Stacey
Service Representative, Employee Benefits
Sales and Marketing Centre, Central Ontario Region
The Great-West Life Assurance Company
2 Simcoe Street South, Suite 400, Oshawa ON L1H 8C1
Tel: (905) 721-3433  Toll Free: 1-800-663-3585 ext. 3433
Fax: (905) 571-4131
lindsay.stacey@gwl.ca
 
.",True,2015-06-24T18:12:49.000+0000,False,False,005G0000002hHXBIA2,2015-03-19T15:41:35.000+0000,005G0000002hHXBIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(705)327-0313,(705) 717-1491,dana@altavistaplanning.com,,,,,,,,,,,,,,,0.0,,0011600001l5shEAAQ,0.0,False,,,,,,005G0000002hHXBIA2,,,,,,,0.0,0.0,0.0,,False,4032.0
5001600000eAbtoAAC,False,,00006552,003G0000018f80dIAA,001G000000urNDJIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Vaccine Coverage,Medium,"Thanks Jane!

-----Original Message-----
From: Jane Matthews [mailto:Jane.Matthews@CGBGROUP.com] 
Sent: Friday, March 13, 2015 3:21 PM
To: Stacey, Lindsay
Subject: FW: RE: Rycom, 54024

Hi Lindsay

We have sent the client an email asking how they want to handle the rejected claims.  I'll keep you posted.


thanks

Jane




 -----Original Message-----
From:           Lindsay.Stacey@gwl.ca
Sent:           Thursday, March 12, 2015, 9:35am
To:             Joanne Diamond
Cc:             Stacey, Lindsay; Jane Matthews
Subject:        FW: RE: Rycom, 54024

Good morning Joanne,
Just a friendly follow up on this email to inquire whether you require anything further from us.

Kind regards,
Lindsay

_____________________________________________
From: Stacey, Lindsay
Sent: Tuesday, March 03, 2015 1:49 PM
To: Diamond, Joanne
Cc: Stacey, Lindsay; Matthews, Jane; MacDonald, Angie; Barton, Jeremy
Subject: Rycom, 54024


Hi Joanne,
Thank you for your phone call.

Further to our discussion, this ASO group was set up Mar1/12 to include coverage for vaccines, however our system was not set up correctly and this indication was missed.

When looking further into this, we discovered that there have been 12 claimants affected by this and as all claims were submitted electronically at the pharmacy, the claims were rejected.  There has been one claimant that has been recently paid out for a vaccine in the amount of $92.28 as this claim was submitted using paper claim. (The paper claim is actually what brought this situation to light.)

We have a couple of options at this point.  For the claimants that paid out of pocket for the vaccines, we could look at submitting a portion or all of the rejected claims as a whole using original receipts and paper claim forms.

The annual breakdown of rejected claims is as follows:
2015: $39.39
2014: $3185.87
2013: $806.57
2012: $524.58

The other option would be to leave as is and eligible claims for vaccines going forward would be paid.

Please review with your client and let us know how they would like to proceed.

We apologize for the inconvenience this may have caused.  Should you have any questions, please let me know.

Best regards,
Lindsay

Lindsay M. Stacey
Service Representative, Employee Benefits Sales and Marketing Centre, Central Ontario Region The Great-West Life Assurance Company
2 Simcoe Street South, Suite 400, Oshawa ON L1H 8C1
Tel: (905) 721-3433  Toll Free: 1-800-663-3585 ext. 3433
Fax: (905) 571-4131
lindsay.stacey@gwl.ca <mailto:Lindsay.stacey@gwl.ca>",True,2015-06-24T18:16:12.000+0000,False,False,005G0000002hHXBIA2,2015-03-19T15:46:18.000+0000,005G0000002hHXBIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)948-2658,,joanne.diamond@cgbgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUeM6AAK,0.0,False,,,,,,005G0000002hHXBIA2,,,,,,,0.0,0.0,0.0,,False,4032.0
5001600000eAgI9AAK,False,,00006553,003G0000018f7R5IAI,001G000000urNDsIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for group reinstatement,Medium,"Hi Lindsay,

For Selectpac cases, in the event GWL doesn't receive the premium due by the end of the grace period, a letter is sent to the Policyholder advising that premiums are in arrears 31 days and confirming claims are suspended until the account is brought up to date.  Subsequent letters are sent to the Policyholder if premium is 60 days past due and once the account is 90 days past due, the final letter is sent which is on CCA letterhead.
CCA then makes a courtesy call to the p/h regarding their account approximately 5-7 days after the final letter is sent, and provides any details to Head office.  So in this case, the call was made between February 13th to 27th.
I believe Connie sent you copies of the arrear letters that were mailed to them on December 5th, January 8th, and February 6th.  We send these letters out to client during our semi-month arrear file at which time the listing of policies that are in arrears are also sent to your office.   This is when you would follow up with the Advisors.  

If you require further clarifications, please let me know.   

Thanks,



Charito deBorja 



So weird!

_____________________________________________
From: Navitka, Connie 
Sent: Thursday, March 19, 2015 11:11 AM
To: Stacey, Lindsay
Subject: RE: 219386-L. GREEN AND ASSOCIATES


Spoke to Charito and she said that no one from  HO would  call the client and the Collections agency does not give names of anyone at GWL to call them. They leave a reference # that is it.

_____________________________________________
From: Stacey, Lindsay 
Sent: Thursday, March 19, 2015 10:05 AM
To: Navitka, Connie
Cc: Stacey, Lindsay
Subject: RE: 219386-L. GREEN AND ASSOCIATES


Thanks Connie.  I do have record of this as well as Pat forwarded the initial email from Charito to me for handling.

I am still puzzled as to the phone call to the client advising them to call Pat Cann.  Is this something that HO normally does?

Thanks Connie,
Lindsay

_____________________________________________
From: Navitka, Connie 
Sent: Thursday, March 19, 2015 11:02 AM
To: Stacey, Lindsay
Subject: FW: 219386-L. GREEN AND ASSOCIATES


Hi Lindsay, here’s some emails. 

_____________________________________________
From: Deborja, Charito 
Sent: Tuesday, March 03, 2015 9:18 AM
To: Navitka, Connie
Subject: FW: 219386-L. GREEN AND ASSOCIATES


Hi Connie,   Have I handed you the term package on this group ?

Charito deBorja
Selectpac Underwriting and Administration 
 Phone (204) 946-7749 
 Fax (204) 946-8907 
  charito.deborja@gwl.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 


_____________________________________________
From: Deborja, Charito 
Sent: Tuesday, February 24, 2015 10:09 AM
To: Stacey, Lindsay
Subject: RE: 219386-L. GREEN AND ASSOCIATES


Ok, I will proceed with the termination due to arrears effective December 1, 2014.  I will submit the term package myself so nothing further is required on your end.

Thanks,


Charito deBorja
Selectpac Underwriting and Administration 
 Phone (204) 946-7749 
 Fax (204) 946-8907 
  charito.deborja@gwl.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 


_____________________________________________
From: Stacey, Lindsay 
Sent: Tuesday, February 24, 2015 10:07 AM
To: Deborja, Charito
Subject: RE: 219386-L. GREEN AND ASSOCIATES


Hi Charito,
I have no information in regards to this client.  Please proceed as necessary.

Thanks Charito,
Lindsay



_____________________________________________
From: Deborja, Charito 
Sent: Monday, February 23, 2015 3:13 PM
To: Cann, Pat
Subject: RE: 219386-L. GREEN AND ASSOCIATES


Hi Pat,

CCA has left messages, and no response.

Please advise if you have any information, or if I can proceed with the arrear termination.

Thanks,


Charito deBorja
Selectpac Underwriting and Administration 
 Phone (204) 946-7749 
 Fax (204) 946-8907 
  charito.deborja@gwl.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 


_____________________________________________
From: Deborja, Charito 
Sent: Wednesday, February 11, 2015 10:47 AM
To: Cann, Pat
Subject: 219386-L. GREEN AND ASSOCIATES


Hi Pat,



I just wanted to give you a heads up on this policy.  They were recently placed in collections as they are 90 days past due.  CCA will be contacting the client directly, and I will receive a response from them in about 10 days.  In the interim, can you please contact the client to see what the situation is regarding their arrears?  I will let you know what CCA finds out from the client.

Thank you 


*If the client is unable to pay the entire o/s amount, we can offer them a 4-month payment schedule.  For each of the next 4 months, they will pay an amount equal to the current month's premium PLUS one-fourth of the outstanding amount identified on their most recent billing statement.  The client needs to be aware that claims will remain suspended until the full o/s amount is paid.*
Thanks,


Charito deBorja
Selectpac Underwriting and Administration 
 Phone (204) 946-7749 
 Fax (204) 946-8907 
  charito.deborja@gwl.ca

Thanks Tara.

Best regards,
Lindsay

_____________________________________________
From: Nicholson, Tara 
Sent: Wednesday, March 11, 2015 8:50 AM
To: Stacey, Lindsay
Cc: Deborja, Charito
Subject: RE: 219386-L. GREEN AND ASSOCIATES


I’m sorry Lindsay,  we are not prepared to take them back.

There were only 2 ee’s on the plan:

ID XXXXX	XXXXX years old
ID XXXXX 	XXXXXyears old

They were a chronic arrears offender. Their account has been in and out of claim suspension 

Considering the number of times their account has been past due,  the fact there are only 2 ee’s on the plan when they terminated,   and the age demographics,  we are not prepared to reinstate coverage for this group

If you have any questions, please let me know.
Thanks,
Tara Nicholson | Financial Analyst | Selectpac Underwriting & 


_____________________________________________
From: Stacey, Lindsay 
Sent: Monday, March 09, 2015 1:23 PM
To: Nicholson, Tara
Cc: Stacey, Lindsay
Subject: FW: 219386-L. GREEN AND ASSOCIATES


Hi Tara,
Hope you are well.

The above group has been terminated due to arrears effective Dec1 and are now asking that we consider reinstating them as their intent was never to terminate.

The client states that a cheque for the Dec premium for $453.06 was mailed last week and I asked that full payment be provided if considering reinstatement.  The client said they are not able to provide the full o/s amount all at once at this time.

Are we able to consider reinstating them and if so, what is require?

Thanks Tara,
Lindsay",True,2015-03-23T18:12:59.000+0000,False,False,005G0000002hHXBIA2,2015-03-19T18:07:17.000+0000,005G0000002hHXBIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 432-1153,,don@insurewithdon.com,,,,,,,,,,,,,,,0.0,,0011600001lUgyiAAC,0.0,False,,,,,,005G0000002hHXBIA2,,,,,,Analysis Document,0.0,0.0,0.0,,False,4032.0
5001600000eAiWXAA0,False,,00006554,0031600002B9qkLAAR,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Deneau DI,Medium,"Kimberly and I met to do some prelim quoting for a 58 year old Realtor. NS. over 100K year. he has some old DI with Paul Revere, without that info was cannot go further. Kim is going back to client to get that DI info before we finalize the quotes. 
Discussed Taxation
Update: moved on to CI as an option, does not qualify for more DI",True,2015-04-10T16:23:10.000+0000,False,False,005G0000002gyG3IAI,2015-03-19T20:19:44.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,"(519) 967-1180 , X4217",,kimberley.juras@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation;Analysis Document;Concept,1.0,0.0,0.0,,False,4032.0
5001600000eAl9gAAC,False,,00006555,003G0000018f6wYIAQ,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,corporately owned life insurance,Medium,sent link and descriptions,True,2015-03-24T15:53:39.000+0000,False,False,005G0000004dPWkIAM,2015-03-20T05:39:57.000+0000,005G0000004dPWkIAM,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dPWkIAM,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eAlAAAA0,False,,00006556,003G0000018f6VWIAY,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,More Information Required,End Client Question,In Person,,change of ownership when deceased,Medium,"deceased client, needed to transfer ownership to children.",False,,False,False,005G0000004dPWkIAM,2015-03-20T05:44:29.000+0000,005G0000004dPWkIAM,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(514)242-9598,(514) 242-9598,ts2008@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dPWkIAM,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eAmKeAAK,False,,00006557,003G0000018f71hIAA,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,"Quoting ""cash refund"" for an annuity",Medium,"Shamali ran a quote without indicating ""cash refund"" because she didn't know she could.
Then she had questions on the taxation of the lump sum final payment should a cash refund occur.  The annuity is being purchased from a pension, so the tax is 100% of the final payment, taxable to the estate",True,2015-03-20T13:20:55.000+0000,False,False,005G0000002gy7yIAA,2015-03-20T13:20:46.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)330-1951,(905) 330-1951,shamali.das@dasanddaughter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eAnY3AAK,False,,00006558,003G0000018f6YLIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Freedom Fund pension transfer missed deadline and locking-in endorsement not signed,High,"Hi Rosalba,

I spoke to Patricia Foltz today for about 20 minutes.
I learned that:
1)	We generally don’t send our own locking-in endorsement/agreement.   We stopped doing this 1 ½ years ago.   Most pension plan sponsors wanted us to sign their paperwork even if we send ours so we stopped
2)	There is no single area at Home Office that administers pension transfers.  All of Quadrus, new segregated funds, and Freedom funds admin staff each handle pension transfer documents for their own area.   (Unhappy to hear this as I would think a common team would result in less mistakes)
3)	She was very surprised to hear that Bonnie would have promised meeting the Friday deadline if only informed of the urgency on a Wednesday afternoon.  We don’t courier documents – we mail them.   So it would be unusual to make a promise or it would be unusual to courier the documents.  Patricia did courier only because we were 3 weeks past the deadline.
4)	She doesn’t understand how the Form 3 could have been overlooked that resulted in “no signature”.  She said they are trained to carefully examine every form.

I left it that unless you call her back to discuss further the matter is considered closed. 

Keep this in your file should pension transfers become an issue for you.   (although a Quadrus pension or a New London Life Segregated fund pension transfer is handled by different people than this pension transfer that went into Freedom funds)",True,2015-03-20T14:59:55.000+0000,False,False,005G0000002gy7yIAA,2015-03-20T14:59:21.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eAnxhAAC,False,,00006559,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Mishandled pension transfer,Medium,"Hi Ian,

I spoke today to Suzanne Sutherland at Home Office about your pension transfer. (I should know by now the details of the file but I think it was for Hagamasy and involved Air Canada?)  

So we can provide Suzanne with correct information, can you provide back to me:
•	the exact client name
•	And the pension sponsor (employer) or the pension administrator (Towers Perrin)?

Suzanne can then do some initial investigation on who handled the file, and what went wrong and then she promised to call you directly so that all she can hear your side of this transfer that was mis-handled.",True,2015-03-28T13:00:42.000+0000,False,False,005G0000002gy7yIAA,2015-03-20T15:24:46.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eApOFAA0,False,,00006560,003G0000018f6ZbIAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI for buy-sell,Low,,True,2015-03-20T16:51:17.000+0000,False,False,005G0000002heHMIAY,2015-03-20T16:51:07.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780)909-4048,,doug@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eApYZAA0,False,,00006561,003G0000018f6xnIAA,001G000000urMq6IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Manu UL,Medium,questions on how UL works,False,,False,False,005G0000003SxRoIAK,2015-03-20T17:02:49.000+0000,005G0000003SxRoIAK,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)650-8111X234,(519) 574-2656,tim@tbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eApfCAAS,False,,00006562,003G0000021VKc7IAG,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Endowment policy and our election form to apply the proceeds is confusing,Medium,"Our company takes a ""siio"" approach that only offers some investment products, not necessarily Quadrus (because the letter is issued by the Freedoom Fund side), and not a TFSA (because the Freedom fund side doesn't offer a TFSA)?

I sent an email to Kim Reath and copied Cheryl Munroe & Alf Goodall on being more helpful, not using terminology associated with Freedom Funds that reps have never heard of",True,2015-03-20T17:09:11.000+0000,False,False,005G0000002gy7yIAA,2015-03-20T17:09:02.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,,(416) 414-6586,devon.stutz@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eAqBgAAK,False,,00006563,003G0000018f73YIAQ,001G000000urMrUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Service Request,Medium,"Hi Susana,

Given the circumstance,  we are prepared to change the effective date of this policy from Feb 01/15 to April 01/15.

A client letter is required.

To prevent any claims from being paid, claims will be suspended.   
Once the effective date is changed, claims will be reinstated.

Charito – Can you pleases suspend claims for this  group.   We are changing the effective date to April 01/15.  Thank-you.

Note to Administrator – Once the effective date is changed, pls let Charito know so she can reinstate claims.  Thank-you.

Please include a copy of this email correspondence with your amendment submission.

If you have any questions, please let me know.
Thanks,
Tara Nicholson | Financial Analyst | Selectpac Underwriting & Administration, 3-West | (204) 946 7882 | Fax:(204)946-8907
This email (including any attachments) is intended for use by the person(s) to whom it is addressed and may contain confidential information. If this email is not addressed to you, note circulation, distribution or copying of this email (including attachments) is strictly prohibited. If you have received this email in error, please notify me immediately and permanently delete the original email (including attachments) and any electronic or printed copy of it.


_____________________________________________
From: Nigro, Susana 
Sent: Monday, March 02, 2015 12:10 PM
To: Nicholson, Tara
Cc: Myette, Kaitlin; Barton, Jeremy
Subject: RE: Policy: 294757 - New Group Change


Hi Tara

They did send their term letter for Jan 31 but the prior carrier said they were not given 30 days notice.  I think this was an excuse the prior carrier was trying to give and the client didn’t know any better.

I still have their drug cards at my desk, it is unlikely that anything has been put through.

Thanks,

Susana Nigro l Sr. Service Representative, Employee Benefits l The Great-West Life Assurance Company
Sales and Marketing Centre  l  2 Simcoe Street South  l  Suite 400  l  Oshawa, ON  l  L1H 8C1 
Tel 905-721-3415 l Toll Free 1-800-663-3585 ext 3415 l Fax 905-571-4131

Coverage and Claim Status Inquiries:  for immediate assistance, please call the Plan Administrator  line at 1-877-421-5032, or email   h&dplanadmin@gwl.ca 
GroupNet for Plan Administration Help Desk, please call 1-800-665-2648 or email GroupnetHelpDesk@gwl.ca

If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.





_____________________________________________
From: Nicholson, Tara 
Sent: Monday, March 02, 2015 12:04 PM
To: Nigro, Susana
Cc: Myette, Kaitlin; Barton, Jeremy
Subject: RE: Policy: 294757 - New Group Change


Hi Susana,

This policy was sold with GWL Feb 01/15.  

When did they send in their term request to the Co-Operators to term their plan Jan 31/15 ,  and why are they not allowing the client to term for Feb 1st?

The Server is down currently to review claims activity.
Are we aware if any claims have been paid?

Pls advise
Tara Nicholson | Financial Analyst | Selectpac Underwriting & Administration, 3-West | (204) 946 7882 | Fax:(204)946-8907
This email (including any attachments) is intended for use by the person(s) to whom it is addressed and may contain confidential information. If this email is not addressed to you, note circulation, distribution or copying of this email (including attachments) is strictly prohibited. If you have received this email in error, please notify me immediately and permanently delete the original email (including attachments) and any electronic or printed copy of it.


_____________________________________________
From: Nigro, Susana 
Sent: Monday, March 02, 2015 10:23 AM
To: Nicholson, Tara
Cc: Myette, Kaitlin; Barton, Jeremy
Subject: Policy: 294757 - New Group Change


Hi Tara

This new group which became effective Feb 1, 2015 has had a bit of a challenging start.  They canceled their deposit cheque with us because their previous carrier was giving them the run around and did not put the termination request through.  The prior carrier said they were not given enough notice.  Because the client could not afford to have the withdrawal made with Great West as well as having the premiums already taken from the prior carrier they canceled our cheque.

They have now agreed with the prior carrier to terminate with them effective March 31, 2015.  I am asking your approval to change the effective date of coverage to April 1, 2015.  Can you please approve the change?  If you approve will they require a certified cheque or is a regular cheque sufficient?

Thank you,

Susana Nigro l Sr. Service Representative, Employee Benefits l The Great-West Life Assurance Company
Sales and Marketing Centre  l  2 Simcoe Street South  l  Suite 400  l  Oshawa, ON  l  L1H 8C1 
Tel 905-721-3415 l Toll Free 1-800-663-3585 ext 3415 l Fax 905-571-4131

Coverage and Claim Status Inquiries:  for immediate assistance, please call the Plan Administrator  line at 1-877-421-5032, or email   h&dplanadmin@gwl.ca 
GroupNet for Plan Administration Help Desk, please call 1-800-665-2648 or email GroupnetHelpDesk@gwl.ca

If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2015-03-20T17:42:02.000+0000,False,False,005G0000004cLNHIA2,2015-03-20T17:41:36.000+0000,005G0000004cLNHIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)403-6023X211,,jason.ricard@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,001G000001jkLeyIAE,0.0,False,,,,,,005G0000004cLNHIA2,,,,,,,1.0,0.0,0.0,,False,4031.0
5001600000eAqIhAAK,False,,00006564,003G0000018f7RjIAI,001G000001TNmciIAD,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Disability Claim,High,"From: Nicholson, Tara 
Sent: Monday, March 16, 2015 3:19 PM
To: Nigro, Susana
Subject: RE: Strata Drilling Group Inc, 286750


Hello Susana,

Thank-you for the additional information.   I agree.  It seems that he client did not properly understand what the min hours meant and that by reducing her hours would disqualify her frm the plan.   Further to our conversation,   XXXXX was not the only employee on the plan at inception working less than 40 hours a week.  There were a number of ee’s working between 24-40 hours a week, which further shows the client did not understand contractually what the min hours meant.

Based on my review,   we are prepared to amend the plan back  to inception (August 01/12)  to change the min hours to 24 hours a week

Please include a copy of this email correspondence with your amendment submission.

If you have any questions, please let me know.
Thanks,
Tara Nicholson | Financial Analyst | Selectpac Underwriting & Administration, 3-West | (204) 946 7882 | Fax:(204)946-8907
This email (including any attachments) is intended for use by the person(s) to whom it is addressed and may contain confidential information. If this email is not addressed to you, note circulation, distribution or copying of this email (including attachments) is strictly prohibited. If you have received this email in error, please notify me immediately and permanently delete the original email (including attachments) and any electronic or printed copy of it.


_____________________________________________
From: Nigro, Susana 
Sent: Friday, March 13, 2015 9:07 AM
To: Nicholson, Tara
Subject: RE: Strata Drilling Group Inc, 286750


Hi Tara

I received a call from the client in early December, they said there was an employee who had been working a reduced number of hours.  At that time I advised them what the eligible number of hours were.  Nothing further came of this.  I then received another call in mid January from the plan administrator who advised that it was her who had been working the reduced number of hours and her doctor highly recommended that she apply for disability and I provided her with the paperwork.

In the meantime the advisor had been in touch with our Sales Rep, Angie MacDonald about amending the number of hours worked.  At that point Angie was not aware that there was a possible LTD claim and we proceeded with amending the plan.  

When we were contacted by the advisor saying the LTD claim for XXXXX had been declined all of this came to light.  
The advisor had been reviewing the plan design with the client prior to renewal (was in discussion for about 6 months) and they realized that the office staff were working less than 40 hours.  At that time they discussed changing the number of hours and redesigning the plan however the client put it on hold.  
The client was aware that the employee had reduced the number of hours but honestly did not understand that their contract had the 40 hour full-time requirement and if he did realize they would have reached out to the advisor or Great West Life about the situation.  They made a mistake and didn’t realize the implications.   
She started reducing the number of hours worked in approximately March 2014, this is when she should of gone off work entirely due to her medical status, but was trying to help out her employer.  I have contacted the disability department and they used  January 22, 2015 as the date of disability however her hours have been reduced since March 2014.

Hope this provides you with more insight. The client honestly did not understand that this individual reducing her hours would disqualify her for coverage. Nor, did the plan member. If they had realized this when it began they would have modified the contract at that point. 

Thank you,

Susana Nigro l Sr. Service Representative, Employee Benefits l The Great-West Life Assurance Company
Sales and Marketing Centre  l  2 Simcoe Street South  l  Suite 400  l  Oshawa, ON  l  L1H 8C1 
Tel 905-721-3415 l Toll Free 1-800-663-3585 ext 3415 l Fax 905-571-4131

Coverage and Claim Status Inquiries:  for immediate assistance, please call the Plan Administrator  line at 1-877-421-5032, or email   h&dplanadmin@gwl.ca 
GroupNet for Plan Administration Help Desk, please call 1-800-665-2648 or email GroupnetHelpDesk@gwl.ca

If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.






_____________________________________________
From: Nicholson, Tara 
Sent: Tuesday, March 10, 2015 12:57 PM
To: Nigro, Susana
Subject: RE: Strata Drilling Group Inc, 286750


Hi Susana,

Thank-you for the additional information.

I would like to understand what lead to them amending the plan in Feb to reduce the min hours frm 40 hrs/week to 24 hrs/week.  
Were they aware of the disability claim at that time?

When was her official date of disability?

Pls advise 
Tara Nicholson | Financial Analyst | Selectpac Underwriting & Administration, 3-West | (204) 946 7882 | Fax:(204)946-8907
This email (including any attachments) is intended for use by the person(s) to whom it is addressed and may contain confidential information. If this email is not addressed to you, note circulation, distribution or copying of this email (including attachments) is strictly prohibited. If you have received this email in error, please notify me immediately and permanently delete the original email (including attachments) and any electronic or printed copy of it.


_____________________________________________
From: Nigro, Susana 
Sent: Monday, March 09, 2015 9:17 AM
To: Nicholson, Tara
Cc: Peters, Erin
Subject: FW: Strata Drilling Group Inc, 286750


Hi Tara

The client confirmed when the plan was first put in place all employees were working 24 to 40 hours per week.  When the group was initially quoted both the GWL rep at the time and broker overlooked the number of hours indicated on the master application.  The truth is the majority of us work 37.5 hours a week and the great majority of our clients are set up with a 24 hour work week to avoid situations as this.  The reality is this should have been questioned at the start but only came to light recently when the broker was reviewing the current plan design.  At the time of renewal the broker did discuss redesigning the plan and there was mention about the number of hours worked, but it was put on hold by the client until recent.   

Regarding the employee who is applying for disability,  XXXXX is a dedicated employee who wanted to help her employer.  She started to reduce the number of hours she worked in early 2014 even though her doctor had advised her to apply for disability.  At the time she didn’t realize that reducing the number of hours she was working would impact her at a later date.  Unfortunately it has and as a result we have declined her claim.  If the eligible number of hours worked had been correct from inception we would not be faced with this. 

This client brings in approximately $90,000 in annual premium and is attached to one of our top brokers, Jay Scheetz.  They are redesigning their benefit plan to provide better benefits to their staff, this will be bringing in more premium.  If you could please assist us with backdating the number of hours worked to January 1, 2014 we would really appreciate it.

Thank you,

Susana Nigro l Sr. Service Representative, Employee Benefits l The Great-West Life Assurance Company
Sales and Marketing Centre  l  2 Simcoe Street South  l  Suite 400  l  Oshawa, ON  l  L1H 8C1 
Tel 905-721-3415 l Toll Free 1-800-663-3585 ext 3415 l Fax 905-571-4131

Coverage and Claim Status Inquiries:  for immediate assistance, please call the Plan Administrator  line at 1-877-421-5032, or email   h&dplanadmin@gwl.ca 
GroupNet for Plan Administration Help Desk, please call 1-800-665-2648 or email GroupnetHelpDesk@gwl.ca

If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




     
 
_____________________________________________
From: Nicholson, Tara 
Sent: Thursday, March 05, 2015 2:49 PM
To: Nigro, Susana
Cc: Peters, Erin
Subject: RE: Strata Drilling Group Inc, 286750


Hi Susana,

Erin is out of the office this week.

Once you hear back from the Advisor on this,  pls let Erin & I know.

Thanks,
Tara Nicholson | Financial Analyst | Selectpac Underwriting & Administration, 3-West | (204) 946 7882 | Fax:(204)946-8907
This email (including any attachments) is intended for use by the person(s) to whom it is addressed and may contain confidential information. If this email is not addressed to you, note circulation, distribution or copying of this email (including attachments) is strictly prohibited. If you have received this email in error, please notify me immediately and permanently delete the original email (including attachments) and any electronic or printed copy of it.


_____________________________________________
From: Nigro, Susana 
Sent: Tuesday, March 03, 2015 1:23 PM
To: Peters, Erin
Cc: Nicholson, Tara
Subject: RE: Strata Drilling Group Inc, 286750


Hi Erin

Just one other thing I should have mentioned in my earlier email.  The disability department has declined the disability claim on the basis that she is not an eligible employee due to not meeting the minimum working hours required.  They are still investigating the actual date of disability.

Thank you,

Susana Nigro l Sr. Service Representative, Employee Benefits l The Great-West Life Assurance Company
Sales and Marketing Centre  l  2 Simcoe Street South  l  Suite 400  l  Oshawa, ON  l  L1H 8C1 
Tel 905-721-3415 l Toll Free 1-800-663-3585 ext 3415 l Fax 905-571-4131

Coverage and Claim Status Inquiries:  for immediate assistance, please call the Plan Administrator  line at 1-877-421-5032, or email   h&dplanadmin@gwl.ca 
GroupNet for Plan Administration Help Desk, please call 1-800-665-2648 or email GroupnetHelpDesk@gwl.ca

If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.





_____________________________________________
From: Nigro, Susana 
Sent: Tuesday, March 03, 2015 1:51 PM
To: Peters, Erin
Cc: Nicholson, Tara
Subject: RE: Strata Drilling Group Inc, 286750


Thanks Erin.  I will reach out to them and get back to you shortly.


Susana Nigro l Sr. Service Representative, Employee Benefits l The Great-West Life Assurance Company
Sales and Marketing Centre  l  2 Simcoe Street South  l  Suite 400  l  Oshawa, ON  l  L1H 8C1 
Tel 905-721-3415 l Toll Free 1-800-663-3585 ext 3415 l Fax 905-571-4131

Coverage and Claim Status Inquiries:  for immediate assistance, please call the Plan Administrator  line at 1-877-421-5032, or email   h&dplanadmin@gwl.ca 
GroupNet for Plan Administration Help Desk, please call 1-800-665-2648 or email GroupnetHelpDesk@gwl.ca

If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.





_____________________________________________
From: Peters, Erin 
Sent: Friday, February 27, 2015 3:51 PM
To: Nigro, Susana
Cc: Nicholson, Tara
Subject: RE: Strata Drilling Group Inc, 286750


Hi Susana

Murphy’s law!  I waited yesterday and  most of today, no file. The second I sent this, the file arrived!!

There are no other issues raised by the file.

We look forward to hearing back from you on the questions below

Have a great weekend

Regards, Erin

------------------------------------------------------------ 
Erin Peters B.A.A 
Assistant Manager, Selectpac Renewals and Underwriting 
Selectpac 
Great West Life 
phone:(204) 946-7366 
fax:(204) 946-8907 
----------------------------------------------------------- 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


_____________________________________________
From: Peters, Erin 
Sent: Friday, February 27, 2015 2:44 PM
To: Nigro, Susana
Cc: Nicholson, Tara
Subject: FW: Strata Drilling Group Inc, 286750


Hi Susana

Sorry for the delay. We were waiting for the policy file, which unfortunately has not arrived.  When we do receive it, we may have additonal comments.


Policy #286750 has been with GWL since August 2012 and falls under the SIC 7397 Commercial Test Labs.   
At inception,  there were close to 35 ee’s on the plan.     Today there are 37 ee’s.   

Just to clarify,  when the group was placed there were some ee’s working between 24 and 40 hours a week?
Do we know how many?
If so, why did the client indicate 40 hrs in the master app?

They amended the plan Feb 01/15 and reduced the min hours to 24 hrs a week.

You mentioned that the reason this amendment came about is because the client and advisor had been reviewing the plan structure a few months ago and realized that they hire employees full time who work less than 40 hours a week and would therefore not qualify for benefits.  Were they reviewing this at renewal time and if so, why didn’t they amend until Feb?  Renewal was Nov.

Just want to understand what prompted the amendment in the first place

Did they know about the disability when they submitted the amendment?

If we agree to backdate an amendment to reduce the min hours to 24 hrs a week,  are there any other ee’s working between 24 and 40 hrs a week who are NOT currently enrolled under this plan?

When was the date of disability?


Regards, Erin
------------------------------------------------------------ 
Erin Peters B.A.A 
Assistant Manager, Selectpac Renewals and Underwriting 
Selectpac 
Great West Life 
phone:(204) 946-7366 
fax:(204) 946-8907 
----------------------------------------------------------- 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




_____________________________________________
From: Nigro, Susana 
Sent: Tuesday, February 24, 2015 2:56 PM
To: Nicholson, Tara
Subject: Strata Drilling Group Inc, 286750


Good Afternoon Tara

I am coming to you to request an exception for the above noted group.  Regarding employee Janet Coombs, Id 4.

We have a bit of a situation here because our office did not notice at the time of sign up, that this client agreed to a minimum of 40 hours a week.  We are now faced with an LTD claim that is likely going to be declined due to the number of hours worked.  I have spoken with my manager Jeremy and he explained that this should have been caught when we were setting up the group as we strongly discourage any client from agreeing these hours.  Our office is responsible for this error and we feel the employee Janet should not be penalized because of something that went unnoticed.

There was a recent amendment to reduce the minimum number of hours worked to 24 hours per work.  The reason this amendment came about is because the client and advisor had been reviewing the plan structure a few months ago and realized that they hire employees full time who work less than 40 hours a week and would therefore not qualify for benefits.  It was then decided to amend the plan to accommodate these employees, XXXXX coincidently happens to fall into this.  This clients business is expanding and they are in discussion about making more changes to the plan which may include adding benefits.

I am asking if you are able to make an exception for this client?  What options are available?  Could we back date the amendment to reduce the number of hours worked to inception?  Or are you able to approve paying the LTD claim as an exception?

Your help is greatly appreciated.

Thank you,

Susana Nigro l Sr. Service Representative, Employee Benefits l The Great-West Life Assurance Company
Sales and Marketing Centre  l  2 Simcoe Street South  l  Suite 400  l  Oshawa, ON  l  L1H 8C1 
Tel 905-721-3415 l Toll Free 1-800-663-3585 ext 3415 l Fax 905-571-4131

Coverage and Claim Status Inquiries:  for immediate assistance, please call the Plan Administrator  line at 1-877-421-5032, or email   h&dplanadmin@gwl.ca 
GroupNet for Plan Administration Help Desk, please call 1-800-665-2648 or email GroupnetHelpDesk@gwl.ca

If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2015-03-20T17:49:29.000+0000,False,False,005G0000004cLNHIA2,2015-03-20T17:49:13.000+0000,005G0000004cLNHIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 686-0701 x207,(416) 684-1319,jay@theinsurancemarket.com,,,,,,,,,,,,,,,0.0,,0011600001lUeMxAAK,0.0,False,,,,,,005G0000004cLNHIA2,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eAqSmAAK,False,,00006565,003G000001B6L90IAF,001G000000urMuPIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Out of Country Claim,High,"June 24 - for Mrs. XXXXX, payment was processed (Jun 23) for $12,215.92 to be paid directly to the provider.
An ambulance claim was processed Jun 17 in the amount of $685.65 and paid directly to Hernando HMA.

June 5 - the claims department confirmed the HCFA form is still outstanding for Mrs. XXXXX claim.
Plan administrator also advised there is an out of country ambulance claim that needs to be submitted.

May 15 - confirmation received, claim for Mr. XXXXX has been paid.
             - Mrs. XXXXX received confirmation the out of country claim form has been received and a letter has been sent to Hernando HMA LLC requesting completion of the HCFA form.



Good Afternoon XXXXX

As per our conversation I have been working with a supervisor in our out of country department to assist us with the two outstanding claims.

For XXXXX Id X – our Global Medical Assist department called the hospital on March 3rd requesting the final documents (medical reports).  I have received confirmation this has now been received and we are able to start processing his claims.  They did point out that there was a bill for $14,000 which was cut back to $4,000 as XXXXX had advised that he did not have insurance coverage.  Now that the hospital will be made aware there is coverage there will need to be some back and forth negotiation with the hospital and Great West Life regarding pricing, so this part of the payment may take a bit longer to have processed.

For XXXXX Id X – I received confirmation that Global Medical Assist was contact on January 20th by Kris advising that her mom had been in the hospital.  Because the call was made after XXXXX was released from the hospital a file was not opened.  This is standard procedure as Global Medical Assist is the point of contact when an individual is first admitted into hospital.  As you were able to provide me copies of the bills yesterday our out of country department has started the process, they will be mailing out the appropriate claim forms to XXXXX home address.    

I will continue to follow up with our claims department for the status of the claim on a weekly basis.


Hi XXXXX

As per our conversation please forward the attached forms to XXXXX in Florida.  Please have them complete the form and mail the original to Winnipeg, the return address is indicated on the top of the first attachment.  We have a copy of the bill, they can work with this therefore the original is not needed.  The copy you provided helped us open up a file and start the claim process for XXXXX so thank you.   

Please note that the hospital has been asked to complete a billing form as well, this was sent directly to the hospital on March 6th.  It is a universal billing form which is provided to hospitals when there is an out of country claims expense.  When this along with the paperwork from XXXXX is received the claim will be processed in full.

Regarding the collection agencies, please have XXXXX or XXXXX contact them directly and advise them that the expenses are currently being worked on by Great West Life and the hospital.  This should help the collection agency back off a bit.  There isn’t much we can do with this on our end as the collection agency works for the hospital.

I also have a bit of an update regarding XXXXX claim.  At this time I don’t have all the details but will know more in a few days, there will be a payment going out shortly to pay the hospital for a portion of the expenses.  The payment just needs to be converted to U.S. dollars and will then be sent out.

As always you can touch base with me anytime if you have any questions.",True,2015-06-24T15:03:07.000+0000,False,False,005G0000004cLNHIA2,2015-03-20T17:57:04.000+0000,005G0000004cLNHIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 430-7444 ext 225,,bill@penmorebenefits.com,(905) 430-9313,,,,,,,,,,,,,,0.0,,0011600001lUgy0AAC,0.0,False,,,,,,005G0000004cLNHIA2,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eArhTAAS,False,,00006566,003G0000018f6bAIAQ,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,guranteed term 100,Medium,conversion options,True,2015-03-20T18:45:24.000+0000,False,False,005G0000004dPWkIAM,2015-03-20T18:43:28.000+0000,005G0000004dPWkIAM,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(438)781-2742,(514) 260-1994,mary.soodeen@ariafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dPWkIAM,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eAuDvAAK,False,,00006567,0030A0000029ea8QAA,001G000000vlseHIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Pharma Care Request & Card Suspension,Medium,Advisor called to advise that an employee was unhappy as he was unable to use his drug card at the pharmacist. I called the helpdesk and was advised that this was due to HO not receiving the completed PharmaCare. Employee has been given a 31day extension to provide this information.,False,,False,False,005G0000003V3VWIA0,2015-03-20T21:33:36.000+0000,005G0000003V3VWIA0,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(866)382-8352,,tlindgren@sentinelgroup.ca,(306)665-7754,,,,,,,,,,,,,,0.0,,0011600001lUnHQAA0,0.0,False,,,,,,005G0000003V3VWIA0,,,,,,,0.0,0.0,0.0,,False,4031.0
5001600000eB5SrAAK,False,,00006568,003G0000018f6ctIAA,0015o000008CyhaAAC,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Charity owns life policy-client paying premium-Chairty no longer registered,Medium,Answer: No tax credit any more.,False,,False,False,005G0000002gxzcIAA,2015-03-23T17:18:02.000+0000,005G0000002gxzcIAA,2024-11-04T19:12:16.000+0000,0055o0000019VX9AAM,2024-11-04T19:12:16.000+0000,(905)637-3500,(905) 616-0611,whitney@sovereignwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,3.0,0.0,0.0,,False,4028.0
5001600000eBH6vAAG,False,,00006569,003G0000018f6zuIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Turning on LIA from an LIB policy and maturing Freedom Fund RSP to RRIF,Medium,"LIB policy is non registered, so he needs the 1 pager form to commence LIA income.  Mentioned that deferring income to Jan 2016 will result in 1 more year of bonus (and the bonus is now calculated on a reset BIB due to a tri-annual reset in January 2105 from 25k to 32k

Also discussed that moving Freedom Fund RRSP to new seg fund RRIF would result in $2,300 of in-force DSC being triggered.  Either reimburse, or consider RRIF at Freedom instead so the DSC is not triggered",True,2015-03-28T13:01:37.000+0000,False,False,005G0000002gy7yIAA,2015-03-24T15:47:45.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)276-1177,(905) 617-2032,ravimadan54@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,,0.0,0.0,0.0,,False,4027.0
5001600000eBPTRAA4,False,,00006570,003G0000018f6tDIAQ,001G000000urMoTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Comparison Individual DI vs Group Policy with ENCON,Medium,Jeff issued Individual DI policies on both Eric Hanson and Jason Goodwin in December 2015. In the meantime while these were being underwritter client got Group Benefits set up (with LTC) in his company with another advisor. Jeff want's to speak to the clients providing discussion points around differences between their group and individual DI protection plans. He want's to ensure they have adequate protection in place.,True,2015-03-24T22:04:46.000+0000,False,False,005G0000004dZxMIAU,2015-03-24T22:03:48.000+0000,005G0000004dZxMIAU,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(587)432-2619,(403) 923-5333,jeff@eternalwealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,0.0,0.0,0.0,,False,4027.0
5001600000eBhqYAAS,False,,00006571,0030A0000029j7TQAQ,001G000000wjNrnIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,In Person,,Victoria Glass Renewal Negotiation,Medium,"One ee left in Sept. Have claims dropped since then? Can we improve renewal offer and price out some amendment options?

April 6 - amendment letter received.",True,2015-04-06T19:14:12.000+0000,False,False,005G0000002gyGzIAI,2015-03-25T23:10:56.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)727-9191,,greg.garner@ig.ca,(250)727-3222,,,,,,,,,,,,,,0.0,,001G000001DW5TLIA1,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,2.0,0.0,0.0,,False,4026.0
5001600000eBsGgAAK,False,,00006572,0035o000005gYhDAAU,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Phone,,Merit Towing: Amendment Quote,Medium,Add STD and LTD,False,,False,False,005G0000002gyEtIAI,2015-03-26T19:45:38.000+0000,005G0000002gyEtIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780)871-0066,,travis@robertsonwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001lUnIdAAK,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4025.0
5001600000eC0LLAA0,False,,00006573,003G0000018f7EfIAI,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Questions on forms for EFT on a CI and DI policy,Medium,,False,,False,False,005G0000003SxRoIAK,2015-03-27T16:04:50.000+0000,005G0000003SxRoIAK,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519) 650-8111,,erik.horner@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4024.0
5001600000eC1dzAAC,False,,00006574,003G0000018f7MAIAY,0011600001lUYpvAAG,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LTD top-up analysis,Medium,,True,2015-03-27T17:30:27.000+0000,False,False,005G0000002gyDWIAY,2015-03-27T17:30:21.000+0000,005G0000002gyDWIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 763-1114 x 4266,(250) 801-0174,kelly.baldwin@freedom55financial.com,(250) 763-2214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,3.0,0.0,0.0,,False,4024.0
5001600000eC3eBAAS,False,,00006575,0030A0000029hojQAA,001G000000vkv0bIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,APRIL 1st - ASO and HSP exploration for Coast Claims,Medium,"Vern would like to present some alternative arrangements for this client to make sure he is reviewing all options with them and not leaving the door open for another advisor to come in.  

He was especially interested in the idea of ASO dental and we discussed using a 5% comp on that. He also wanted to present concepts for HSP dental and an insured/HSP combo.

I promised to put together a simple concept piece to help him have the discussion with the client.",True,2015-03-31T16:10:44.000+0000,False,False,005G0000002gyGzIAI,2015-03-27T19:36:32.000+0000,005G0000002gyGzIAI,2023-05-31T05:56:10.000+0000,0050A000001TA3IQAW,2023-05-31T05:56:10.000+0000,(250)475-3447,,vernon@mywealthcoach.ca,(250)475-3448,,,,,,,,,,,,,,0.0,,0011600001lUhPUAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,Marketing Piece;Analysis Document;Concept,0.0,0.0,0.0,,False,4024.0
5001600000eC5OUAA0,False,,00006576,003G0000018f7uIIAQ,001G000000urN0SIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Renewal negotiation for One Net Marketing - send Rob reduced rates week of March 31st,Medium,Based on size renewal is being driven by book rates which don't match with experince.  We have 3 people now is a 35-39 age range whereas there were 0 people in this spot when we sold the plan.  This creates pressure on dental rates,True,2015-04-01T19:40:24.000+0000,False,False,005G0000002gyGzIAI,2015-03-27T21:53:52.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 383-9866,,rob@jackinsurance.ca,,,,,,,,,,,,,,,0.0,,001G000001CuPk9IAF,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,4024.0
5001600000eC5hRAAS,False,,00006577,0030A0000029nJsQAI,001G000000vkurFIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Renewal Negotiation for Stucco Doctor. Don't need to invest much time here,Medium,"Raw data is health loss at 114% and dental loss at 72.8%.  
Husband passed away last year. Dave not sure if wife will keep plan going. Rates are high but justified. Dave would be happy if we could get total premium under $1000 but realizes this may not be possible. Amendment suggestions?

Revised renewal offer sent to Dave April 1, 2015",True,2015-04-01T20:21:41.000+0000,False,False,005G0000002gyGzIAI,2015-03-27T22:33:26.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)727-7011,(250) 881-6297,dave@davepfinancial.com,(250)953-8429,,,,,,,,,,,,,,0.0,,0011600001lUhPMAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,4024.0
5001600000eC5hgAAC,False,,00006578,0030A0000029nJsQAI,001G000000vkurFIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Renewal negotiation for Devon Properties - can we get near 5%? Paint picture to show we didn't buy case last year,Medium,"April 1, 2015 - revised renewal offer and rate history sent to Dave",True,2015-04-01T20:52:27.000+0000,False,False,005G0000002gyGzIAI,2015-03-27T22:34:32.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)727-7011,(250) 881-6297,dave@davepfinancial.com,(250)953-8429,,,,,,,,,,,,,,0.0,,001G000001C3XYMIA3,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,4024.0
5001600000eCAz9AAG,False,,00006579,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Low,Meet with Calgary lawyers Claudius du Plooy and Shannon Mitchell to discusss TPEG support for clients and professional advisors,True,2015-03-30T13:20:25.000+0000,False,False,005G0000002heHMIAY,2015-03-30T13:20:04.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4021.0
5001600000eCB15AAG,False,,00006580,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Low,"General discussion with clients, Janet Kyle and Vanessa Steele, sisters who recently inherited farm from father.",True,2015-03-30T13:23:52.000+0000,False,False,005G0000002heHMIAY,2015-03-30T13:23:01.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4021.0
5001600000eCBEYAA4,False,,00006581,003G0000018f7C3IAI,001G000000urMrGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,"Inquiry about ""Creditor Protection"" Feature for Seg Fund",Medium,"Advisor needs support for investment portfolio for a large case (1M) and client needs to see some ""proof"" for ""creditor protection"" feature of our Seg funds.",True,2015-03-30T13:40:07.000+0000,False,False,005G0000002gyCuIAI,2015-03-30T13:39:24.000+0000,005G0000002gyCuIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(416)888-9161,(416) 888-9161,insurance@carolniewealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,CIBC,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Presentation,1.0,0.0,0.0,,False,4021.0
5001600000eCBFbAAO,False,,00006582,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,FORTIER MARCEL,Medium,Annual review + rebalancing of funds towards our platform,True,2015-07-21T13:31:00.000+0000,False,False,005G0000002gy8MIAQ,2015-03-30T13:40:24.000+0000,005G0000002gy8MIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,4.0,1.0,0.0,,False,4021.0
5001600000eCBR3AAO,False,,00006583,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Low,"Had breakfast with Tony and Fran Prettigini, who are gatekeepers to some of Sterling's current prospects.",True,2015-03-30T13:53:52.000+0000,False,False,005G0000002heHMIAY,2015-03-30T13:53:40.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4021.0
5001600000eCBYOAA4,False,,00006584,003G0000018f7S3IAI,001G000000urMx4IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Low,Met with one of Dan's best clients and key sources of referrals.,True,2015-03-30T14:02:49.000+0000,False,False,005G0000002heHMIAY,2015-03-30T14:01:12.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780) 487-7903,,dan@deanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4021.0
5001600000eCBbXAAW,False,,00006585,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Low,"Met with Dr. David, and his wife Sophie Serafina (who joined by teleconference).",True,2015-03-30T14:04:41.000+0000,False,False,005G0000002heHMIAY,2015-03-30T14:04:33.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4021.0
5001600000eCKJDAA4,False,,00006586,003G0000018f7uSIAQ,001G000000urN0HIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Big Tree Marketing: Renewal accepted. Need 2 x EE change forms and amendment to remove couple rates,Medium,"April 1, 2015 - missing info received and passed to Leah and Lizanne.",True,2015-04-01T19:13:47.000+0000,False,False,005G0000002gyGzIAI,2015-03-30T21:42:13.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 475-6050,,shane@meritage.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgEgAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,4021.0
5001600000eCOBXAA4,False,,00006587,003G0000018f6SoIAI,001G000000urMofIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Engcomp - high paramed experience,Medium,Les feels there may be some manipulation of paramed claims with a service provider that is a Registered Massage Therapist as well as a Licensed Acupuncturist.  He wants to know if we can audit the claims for Engcomp to ensure the validity of the claims being paid.,False,,False,False,005G0000002gyEtIAI,2015-03-31T14:06:57.000+0000,005G0000002gyEtIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(306)922-4414,(306) 961-7909,les.mewis@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001lUnJrAAK,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4020.0
5001600000eCS2yAAG,False,,00006588,003G0000018f75TIAQ,0015o000008CygTAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Varma,Medium,Mar 31: Client was inquiring about oil and gas...  we explored percentages he holds to ensure him our fund managers are doing their job.,True,2015-03-31T17:28:59.000+0000,False,False,005G0000002gy4OIAQ,2015-03-31T17:28:45.000+0000,005G0000002gy4OIAQ,2025-01-07T15:59:42.000+0000,0055o0000019VX9AAM,2025-01-07T15:59:42.000+0000,(519)351-0101,,darren@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4020.0
5001600000eCVkyAAG,False,,00006589,003G000001C3YXBIA3,001G000000wjNqkIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Barron's Home: OOC claim for owners travel expenses when mother was injured in Mexico,High,"Lizanne investigating to see if we can cover the travel costs our plan members incurred while assisting with this medical emergency while travelling.  Hotel, taxi and airfare. The claim has been denied under the mother's personal travel plan.

Heard back from OOC Claims - these expenses are not eligible. Left message for Kol that we have an answer.",True,2015-04-01T19:12:58.000+0000,False,False,005G0000002gyGzIAI,2015-03-31T19:46:01.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 729-0904 ex 3261,(250) 667-4518,kol.jepson@investorsgroup.com,(250) 729-0908,,,,,,,,,,,,,,0.0,,001G00000109Os6IAE,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,4020.0
5001600000eCXZmAAO,False,,00006590,0030A0000029h0jQAA,001G000000vkwi0IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Hansbraun Investments: open enrollment and amendment possibility,Medium,Client seemed interested when Bryan presented the idea. They are busy and keep pushing it back. Bryan continues to follow-up,True,2015-04-28T17:01:29.000+0000,False,False,005G0000002gyGzIAI,2015-03-31T21:48:25.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)727-7197X228,,bryan@lfsg.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhPuAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,4020.0
5001600000eCdMeAAK,False,,00006591,003G000001fICzCIAW,001G000000urMqQIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Clarify non-taxability on policies his own life,Medium,Sent info on the recent cases and suggested small or term policies may be OK.,True,2015-04-01T15:22:49.000+0000,False,False,005G0000002gxzcIAA,2015-04-01T15:21:45.000+0000,005G0000002gxzcIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(289)439-1022,,ron.shirton@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4019.0
5001600000eCdOBAA0,False,,00006592,003G0000018f7rlIAA,0015o000008Cz0AAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Phone,,Triple Crown Metals - add STD to Class 2,Medium,Trevor asked for an AQ adding STD to the All Other Employees class.,False,,False,False,005G0000002gyEtIAI,2015-04-01T15:23:12.000+0000,005G0000002gyEtIAI,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,(306)986-1357,,tgrabowski@bmabenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUmd6AAC,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4019.0
5001600000eCdReAAK,False,,00006593,003G000001fICzCIAW,001G000000urMqQIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Whether to wind up his Investco,Medium,"On balance, probably yes. His CA is saying to.",True,2015-04-01T15:26:33.000+0000,False,False,005G0000002gxzcIAA,2015-04-01T15:26:15.000+0000,005G0000002gxzcIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(289)439-1022,,ron.shirton@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4019.0
5001600000eCjEDAA0,False,,00006594,003G0000018f6QtIAI,001G000000urMu8IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA (Mudrack),Medium,,True,2015-04-01T17:54:35.000+0000,False,False,005G0000002heHMIAY,2015-04-01T17:54:26.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)527-1523,,office@smithgroupinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4019.0
5001600000eCjG3AAK,False,,00006595,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate administration,Low,,True,2015-04-01T17:56:29.000+0000,False,False,005G0000002heHMIAY,2015-04-01T17:56:19.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4019.0
5001600000eCjOgAAK,False,,00006596,003G0000018f7AxIAI,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Inforce policy questions,Medium,,False,,False,False,005G0000003SxRoIAK,2015-04-01T18:05:11.000+0000,005G0000003SxRoIAK,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519) 650-8111 x 319,,doug.mueller@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4019.0
5001600000eCk1iAAC,False,,00006597,003G0000018f7XPIAY,001G000000urN5tIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Hache-whether to take 100% survivor pension or single life with life insurance,Medium,May be a case for life insurance.,True,2015-04-01T18:43:05.000+0000,False,False,005G0000002gxzcIAA,2015-04-01T18:42:49.000+0000,005G0000002gxzcIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 639-6443 x28,(905) 617-3000,jracicot@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,4.0,0.0,0.0,,False,4019.0
5001600000eCmBQAA0,False,,00006598,003G0000018f7p9IAA,001G000000urMwpIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and professional corporations,Low,,True,2015-04-01T20:58:01.000+0000,False,False,005G0000002heHMIAY,2015-04-01T20:57:49.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403) 754-1349,(403) 350-0130,gerittpatton@pattonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4019.0
5001600000eCnP9AAK,False,,00006599,0030A0000029nJsQAI,001G000000vkurFIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Communication Initiatives: dividend amendment,Medium,"Victoria says she and Warren are now paid 100% by dividend. We discussed how this impacts her LTD coverage. I have sent a request to HO to insure dividend income. If approved, we'll take the next steps.",True,2015-04-27T23:31:53.000+0000,False,False,005G0000002gyGzIAI,2015-04-01T23:09:37.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)727-7011,(250) 881-6297,dave@davepfinancial.com,(250)953-8429,,,,,,,,,,,,,,0.0,,0011600001lUhPPAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,4019.0
5001600000eCnQCAA0,False,,00006600,0030A0000029nJsQAI,001G000000vkurFIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,"Communication Initiative: claims, premiums and costshare",Medium,"Premiums are $350-$500 per employee and company is paying 100%. Victoria unsure how long they con continue the plan. Considering removing ees, changing cost-share.",True,2015-05-05T16:41:49.000+0000,False,False,005G0000002gyGzIAI,2015-04-01T23:12:02.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)727-7011,(250) 881-6297,dave@davepfinancial.com,(250)953-8429,,,,,,,,,,,,,,0.0,,0011600001lUhPPAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,4019.0
5001600000eCtCsAAK,False,,00006601,003G0000018f7r4IAA,001G000000urMxOIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Treaty 4 Student Success,Medium,"Amendment Quote:
Increase VC to $300 for all classes
Increase Routine DC to 100% coinsurance",False,,False,False,005G0000002gyEtIAI,2015-04-02T17:20:45.000+0000,005G0000002gyEtIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(306)665-6244,,joanbh@tipi-imipartners.com,,,,,,,,,,,,,,,0.0,,0011600001lUmdlAAC,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4018.0
5001600000eCvwOAAS,False,,00006602,003G0000018f6tDIAQ,001G000000urMoTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning for real estate portfolio,Low,All contact through Phil Franklin only.,True,2015-04-02T20:04:39.000+0000,False,False,005G0000002heHMIAY,2015-04-02T20:04:29.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(587)432-2619,(403) 923-5333,jeff@eternalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4018.0
5001600000eDA0xAAG,False,,00006627,003G0000018f7w7IAA,001G000000urN44IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,ORTHO CLAIM FOR DEP OVER 18,Medium,"April 2

Wayne advised an ee got his 20 yr old daughter braces as he didn't read the back of booklet with age limitation, he just knew she was covered under the plan.

He requested an exception be made to pay the claim.  I agreed and requested the PH email me the request.

I also brought the comments of age max being in back of book instead of where the summary of coverage is to HO

April 17 Exgratia Approval
Claim that was already submitted and declined reassessed under terms of contract as one-time exception. Total amt approved 1202.50. No further expenses for this dep are eligible.  Communication went to advisor to pass along to ER.  Letter went to EE from BPO indicating one-time exception.",True,2015-04-20T13:15:09.000+0000,False,False,005G0000002gyCdIAI,2015-04-06T13:46:25.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(705)949-1316,(705) 542-7665,wayne@ourfinancialplans.ca,,,,,,,,,,,,,,,0.0,,0011600001lUffVAAS,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,4014.0
5001600000eDA33AAG,False,,00006628,0030A0000029pB3QAI,001G000000yWvICIA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,CONTINUING BENEFITS FOR EE OFF LEAVE DUE TO ILLNESS/INJURY,Medium,"Thanks for doing this Chantell

Have a great weekend.


Michael R. Pigeon, CFP, CLU, CHS
Financial Planner
Credential Financial Strategies Inc.
289 Bay Street 
Sault Ste. Marie ON P6A 1W7
Phone: (705) 942-6787 
Fax: (705) 942-3515
Cell: (705) 255-1065
mpigeon@credential.com



Credential Financial Strategies Inc. is a member company under Credential Financial Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. 


From: Arsenault, Chantell [mailto:Chantell.Arsenault@gwl.ca] 
Sent: Monday, March 30, 2015 3:35 PM
To: Meta Motiejunas
Cc: Pigeon, Michael
Subject: 280023 Div 2 Service Rentals ID 66 Michael Carbone

Hi Meta,

Nice chatting with you, just to recap- 

Michael’s last date worked is Mar 13th and his return date is to be determined.  If his doctor has said already that he will be off for more than 120 days, he should submit a claim for LTD.  His LTD benefit coverage $2312 monthly non-taxable as he pays the premiums via payroll deduction.  I have attached the claim forms and how to submit electronically for both the employee and employer.  

Yes you would collect his portion of premiums (usually post-dated chq as there is no payroll) and if he chooses not to pay his portion you will terminate him from coverage.  I will send an email to Head Office indicating he is off work and they will suspend LTD premiums.  If his claim is accepted then Great-West will assume the life premiums, at which point you won’t be billed for that part anymore. 

The length of time you continue coverage for him would be according to your company policy, or how you treated others in the past.  Example last employee off on a non-work related injury/illness.

On another note, again I would be happy to visit you and Rhonda next time I’m in SSM to do a “refresher” on the plan admin tools and resources we offer- we don’t need a binder anymore as everything is online! 
If you have any more questions please let Mike/myself know.

Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355 

From: Meta Motiejunas [mailto:Meta@servicerentals.ca] 
Sent: Monday, March 30, 2015 1:48 PM
To: Michael Pigeon
Cc: Darrin Mcgonegal
Subject: Employee

Hello Michael,

Currently an employee is off indefinitely with a back injury not caused at work.  How do we handle his coverage if he is not on salary and has no hours and is normally paid vacation pay on each check based on gross pay for hours worked?

Are we obligated to inform him of a schedule of payments to cover his portion which he can opt to make until it is determined whether he will be returning to work?  If he chooses not to make the payments are we ok to terminate the coverage?

Thank you for your time,

Meta Motiejunas, Office Administrator
Service Rentals & Sales Ltd.
705-949-6650
705-942-2217 fax",True,2015-04-20T13:09:22.000+0000,False,False,005G0000002gyCdIAI,2015-04-06T13:50:28.000+0000,005G0000002gyCdIAI,2024-02-29T15:07:37.000+0000,0055o0000019VX9AAM,2024-02-29T15:07:37.000+0000,(705)942-6787,(705) 255-1065,mpigeon@wealthyourway.ca,(705)942-3515,,,,,,,,,,,,,,0.0,,0011600001lUfdtAAC,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,1.0,1.0,0.0,,False,4014.0
5001600000eDOLeAAO,False,,00006630,003G000001fFFHFIA4,001G000000urNDJIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,MRP claim issues,Medium,"You are welcome XXXXX.

Lindsay

-----Original Message-----
From: XXXXX
Sent: Monday, April 06, 2015 9:33 AM
To: Stacey, Lindsay
Subject: RE: MRP Plan Difficulties, 237637

I do appreciate all your help Lindsay..... thank you!


-----XXXXX
Sent: Monday, April 06, 2015 9:33 AM
To: Stacey, Lindsay
Subject: RE: MRP Plan Difficulties, 237637

Okay, I'll get it and send it off.
Hopefully they will then process the full amount of $16,135, plus admin costs of course.

XXXXX

-----Original Message-----
From: Stacey, Lindsay [mailto:Lindsay.Stacey@gwl.ca]
Sent: Monday, April 06, 2015 9:22 AM
To: XXXXX
Cc: Stacey, Lindsay
Subject: RE: MRP Plan Difficulties, 237637

Hi XXXXX
Sorry XXXXX, I just read your second email after I responded to your first one.

We apologize that you are feeling annoyed however I am not able to confirm the timeline of events that occurred in our processing department. 

Please know that I am trying to assist you in having these claims paid and the requested dental claim form is what is required to proceed.

Thanks XXXXX
Lindsay


-----Original Message-----
From: XXXXX
Sent: Thursday, April 02, 2015 5:33 PM
To: Stacey, Lindsay
Subject: Re: MRP Plan Difficulties, 237637

If the assessor got their nose out of their computer you think they would realize that from day one they should have phoned either me or the dentist and saved us all hours of work to do their job for them...  Yes I'm annoyed to say the least. 
By the way the initial claim for 10500 was sent jan5 on a claim form and the 4300 on a claim form on feb 5 

XXXXX


-----Original Message-----
From: Stacey, Lindsay [mailto:Lindsay.Stacey@gwl.ca]
Sent: Monday, April 06, 2015 9:09 AM
To: XXXXX
Cc: Stacey, Lindsay
Subject: RE: MRP Plan Difficulties, 237637

Good morning XXXXX
We will require a standard dental claim form from the dentist indicating the expenses rather than the indication of ""pre-determination of benefits only"". The dental office should be able to reprint the claim form eliminating the ""pre-determination"" notification.

Once you are in receipt of the updated claim form, please forward to my attention for special handling.

Thanks XXXXX
Lindsay



-----Original Message-----
From: XXXXX
Sent: Thursday, April 02, 2015 3:22 PM
To: Stacey, Lindsay
Subject: Re: MRP Plan Difficulties, 237637

So do I need a statement of services rendered or a standard dental claim form from the dentist I find it strange that gwl would ask for R&m to pay and then come back and say the form is wrong 

XXXXX

> On Apr 2, 2015, at 3:18 PM, Stacey, Lindsay <Lindsay.Stacey@gwl.ca> wrote:
> 
> Hi XXXXX
> I heard back quickly from our claims department and as per the attached, the claim in the amount of $10500.00 is a ""pre-determination of benefits only"" not an actual claim form therefore we are not able to assess it as a claim.
> 
> If this was simply an oversight by the dental office, we will require a replacement claim form which does not indicate the ""pre-determination of benefits only"".
> 
> Please let me know should you have any questions.
> 
> Thanks XXXXX
> Lindsay
> 
> From: Stacey, Lindsay
> Sent: Thursday, April 02, 2015 1:25 PM
> To: XXXXX
> Cc: Stacey, Lindsay
> Subject: RE: MRP Plan Difficulties, 237637
> 
> You are welcome XXXXX.  Enjoy your weekend also!
> 
> Lindsay
> 
> From: XXXXX
> Sent: Thursday, April 02, 2015 1:09 PM
> To: Stacey, Lindsay
> Subject: RE: MRP Plan Difficulties, 237637
> 
> Thanks
> Have a wonderful Easter weekend!
> 
> XXXXX
> 
> From: Stacey, Lindsay [mailto:Lindsay.Stacey@gwl.ca]
> Sent: Thursday, April 02, 2015 1:07 PM
> To: XXXXX
> Cc: Stacey, Lindsay
> Subject: FW: MRP Plan Difficulties, 237637
> 
> Thank you XXXXX.  I have forwarded the attached MRP claim to our claims department for review as it appears some forms may have got missed somewhere.
> 
> I will let you know as I hear anything.
> 
> Thanks XXXXX
> Lindsay
> 
> From: XXXXX
> Sent: Thursday, April 02, 2015 12:16 PM
> To: Stacey, Lindsay
> Subject: RE: MRP Plan Difficulties, 237637
> 
> Hi Lindsay
> 
> Sorry, I included 4 claim forms for 3 implants. (my type)
> 
> If you add up the total below, you will see that the total should be 
> $16,135, not $11,635  (typo?)
> 
> I've attached the claim forms that I previously sent.
> 
> Yesterday, I sent in the cheque from R&M for the $11,635 that they requested in their letter dated March 23, which covers.
> It went by courier to arrive on Tuesday, as we don't have the personal cash flow to continue without receiving a payment.
> 
> Thanks for looking into this Lindsay.
> 
> XXXXX
> 
> 
> From: Stacey, Lindsay [mailto:Lindsay.Stacey@gwl.ca]
> Sent: Thursday, April 02, 2015 10:31 AM
> To: XXXXX
> Cc: Stacey, Lindsay; Sally Ryan
> Subject: RE: MRP Plan Difficulties, 237637
> 
> Good morning XXXXX
> When speaking with our claims department just now, they confirmed that only a portion of the receipts were received.  The amount submitted ($11635) is for 3 teeth only (45,46,47) however you state that that work was for 4 implants.
> 
> The procedure codes and submitted amounts are as follows:
> 
> 02931-                   $325
> 27211-                   $685
> 2001-                    $325
> 67215
> 62501
> 67215-                   $4300
> 79942 x3-             $6000
> Total-                  $11635
> 
> Should additional receipts need to be submitted, please forward the originals to me along with a completed MRP claim (attached) form for handling.  I will be sure to forward them to the processor I have been dealing with regarding your claim for special handling.
> 
> Please let me know should you have any questions Linda.
> 
> Best regards,
> Lindsay
> 
> 
> From: Stacey, Lindsay
> Sent: Tuesday, March 31, 2015 10:55 AM
> To: XXXXX
> Cc: Stacey, Lindsay
> Subject: RE: MRP Plan Difficulties, 237637
> 
> You are very welcome XXXXX
> 
> Lindsay
> 
> From: XXXXX
> Sent: Tuesday, March 31, 2015 10:45 AM
> To: Stacey, Lindsay
> Subject: Re: MRP Plan Difficulties, 237637
> 
> Thank you Lindsay!
> 
> XXXXX
> 
> On Mar 31, 2015, at 9:00 AM, Stacey, Lindsay <Lindsay.Stacey@gwl.ca<mailto:Lindsay.Stacey@gwl.ca>> wrote:
> Good morning XXXXX
> I am sorry to hear that you are experiencing this.  Please leave this with me to look further into with our claims department.
> 
> I will be sure to advise you as I have further information.
> 
> Should anything be required in the meantime, please do not hesitate.
> 
> Thanks XXXXX
> Lindsay
> 
> From: XXXXX
> Sent: Monday, March 30, 2015 3:24 PM
> To: Sally Ryan (SallyR@cgbgroup.com<mailto:SallyR@cgbgroup.com>);
> Stacey, Lindsay
> Subject: MRP Plan Difficulties
> 
> Hi ladies
> I'm hoping you can help me sort this out.
> I began some dental work last June to have 4 implants, to be covered by the MRP plan.
> 
> I sent in an MRP claim last year;  sorry I don't know the date, but am thinking it was end of November or early in December.  The claim was for the prep and the implants.
> On Dec 18 I got back a letter saying that they needed procedures codes, and that the work must be completed before they would process the claim.
> I had the work completed, then send in a letter on Feb 5th, claiming the full amount of $16,135..
> I got back a letter dated Feb 19 saying that I needed the procedure code and tooth number, as the dentist had accidently enter 79942 instead of 79922.
> I phone in the info, and the lady (Dora) said that she would take the info and I didn't need to send in the paperwork.
> I called on March 20th, and spoke to Jim, who said that Dora had not entered the info, but he would.  He looked at the file and said everything was complete.
> We received a letter dated March 23 saying that they were processing part of the claim, and to pay $11635.
> I called today, and verified that it was for one portion of the claim only $10,500 plus admin, and that the lady would contact the assessor and request that the balance of the claim be reviewed.  I asked to speak to the reviewer (051523), and was told that I couldn't.  I also phone the number on the top of the reviewers letter and it doesn't work.
> 
> I wanted to get more work done before June, but it seems like it is better just to find an alternative solution that Great West Life.
> 
> I really frustrated with the run around, and hope that you can resolve this for us.
> 
> 
> XXXXX
> R&M Plastic Products Ltd.
> XXXXX
> XXXXX
> Ph.  XXXXX
> Fax. XXXXX
> www.rmplastics.com<http://www.rmplastics.com/> / 
> www.rmstraws.com<http://www.rmstraws.com> / 
> www.polelineproducts.com<http://www.polelineproducts.com>
> ""Solving Problems & Creating Solutions With Plastic Products Since 1966""
> 
> 
> 
> 
> <GWL RR.pdf>
> <X",True,2015-06-24T18:15:25.000+0000,False,False,005G0000002hHXBIA2,2015-04-07T15:37:00.000+0000,005G0000002hHXBIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)948-2664,,sally.ryan@cgbgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUeLxAAK,0.0,False,,,,,,005G0000002hHXBIA2,,,,,,,0.0,0.0,0.0,,False,4013.0
5001600000eDOPHAA4,False,,00006631,003G000001ARCtbIAH,001G000000vkLeeIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Claim,Medium,"Good morning XXXXX
The funeral director’s statement or certificate of death, is the official document provided by the funeral director that is required by GWL to process the claim.

Funeral homes will always provide this statement to the family as a requirement.

Please let me know should you have further questions.

Best regards,
Lindsay

From: XXXXX
Sent: Thursday, April 02, 2015 4:08 PM
To: Stacey, Lindsay
Subject: Re: Metal Door, 291282 XXXXX

Hi Lindsay
Quick question what is the funeral directors statement

Thanks
XXXXX



Thank you
XXXXX
 
          Ph XXXXX
                 FaxXXXXX
              www.XXXXX


On Wed, Mar 25, 2015 at 3:59 PM, Stacey, Lindsay <Lindsay.Stacey@gwl.ca> wrote:
Hi XXXXX
I was just informed by Angie of the passing of XXXXX.  We are very sorry to of this news.  Please pass on our condolences to XXXXX family.
 
It appears that XXXXX has $25,000 of life insurance in place and his listed beneficiary is his XXXXX
 
I have attached a life claim report where section 1 is to be completed by the plan sponsor and section 2 by the claimant.
 
Once completed, signed and dated, please forward the original report along with the original funerals director’s statement to my attention for handling.
 
Should you have any questions, please do not hesitate.
 
Best regards,
Lindsay",True,2017-02-13T18:52:13.000+0000,False,False,005G0000002hHXBIA2,2015-04-07T15:39:36.000+0000,005G0000002hHXBIA2,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 852-7895,,mbegg@apexinvestment.ca,,,,,,,,,,,,,,,0.0,,001G0000019ph6DIAQ,0.0,False,,,,,,005G0000002hHXBIA2,,,,,,,0.0,0.0,0.0,,False,4013.0
5001600000eDQNIAA4,False,,00006632,003G0000018f6fcIAA,001G000000urMqrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Impact on Maturity Guarantee when moving from Old FF to new segs,Medium,"Robin wants to offer the 100/100 and the clause in the Info Folder describing that the 15 year maturity guarantee date that was elected ""could be changed"" she interpreted as the maturity date from the Freedom  fund could be set as the maturity date in the new 100/100?

NO. WRONG.   You are voiding the maturity guarantee/death benefit guarantee in the Freedom fund and purchasing a new 100/100 policy that will result in the Market value at time of transfer driving out the new guaranteed values.  The former values are now VOID.  And the clause on Page 28 that ""providing written notification of a change in the guarantee date"" does not apply to this transfer from old to new.  It only apples to a change in the date for a client now owning (or who will own) the 100/100 where a change in date makes sense (say to ensure subsequent deposits also receive the 100/100 guarantee if  you move the date forward to ensuare the money was in the contract the required 15 years.",True,2015-04-07T17:21:13.000+0000,False,False,005G0000002gy7yIAA,2015-04-07T17:21:05.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)940-0934,(519) 217-1888,rbobechko@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4013.0
5001600000eDZn1AAG,False,,00006633,003G0000018f6R2IAI,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Questions on policy change and loans on inforce Pars,Medium,,True,2015-04-08T15:25:27.000+0000,False,False,005G0000003SxRoIAK,2015-04-08T15:22:41.000+0000,005G0000003SxRoIAK,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(226)924-4990,(226) 924-4990,msimpson@genesiswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4012.0
5001600000eDayoAAC,False,,00006634,0031600002B9rcdAAB,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Cient with former credit problems looking for RRSP loan and withdrawal under HBP,High,"I suggested the client pay the cost to obtain their credit bureau score since their past credit (debts not paid; consumer proposal) could be too low to get an RRSP loan from SB

The client also owned a home but more than 5 years ago so should be eligible again under HBP",True,2015-04-08T16:26:56.000+0000,False,False,005G0000002gy7yIAA,2015-04-08T16:26:48.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)277-1234,(416) 524-7722,josephf@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4012.0
5001600000eDbRuAAK,False,,00006635,003G0000018f74wIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,RRSP contribution limit max for 2015?,Medium,"higher of 18% of earned income or $24,930",True,2015-04-08T16:51:23.000+0000,False,False,005G0000002gy7yIAA,2015-04-08T16:51:17.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)276-1177,(905) 609-4455,gavin@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4012.0
5001600000eDbWzAAK,False,,00006636,003G000001hVkjJIAS,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Solutions Banking Personal Flex Line (using investment as collateral),Medium,"Rather than using Joanne to arrange an All-in-One (has to be 1st place; maximum lending value = 60%), Jorge Vicent is going to apply for a Personal Flex line from NBC

Nix can't print the pre-populated credit agreement?  (there is a pop up blocker that asks if the form is from a trusted source) Selecting YES does permit printing the application.  Client lives a long distance north of the GTA so this way they can scan and email the application for signature

This rate is Prime + 1/  Joanne 6 month closed mortgage would be slightly more at 4.20.  Use of funds would only be a few months as client wants to pay it off quickly.",True,2015-04-08T16:55:17.000+0000,False,False,005G0000002gy7yIAA,2015-04-08T16:55:08.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 276-1177 ext 531,,nix.crescini@freedom55financial.com,(905) 276-1040,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4012.0
5001600000eDbkmAAC,False,,00006637,003G0000018f6mjIAA,001G000000urMqhIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Can the QISL dealership be used to hold Excel India funds in US currency?,Medium,"No - we don't have a nominee plan in US currency.
But - MFDA rules permit you to open a ""client held"" plan directly with Excel in US funds, provided Quadrus grants an exception for you

> minimum amount is $50,000 US dollars
> mostly manual.  The standard investment centre set up is complex and many things need to be handled at HO due to being ""complex""

He then commented he is recommending this strategy for his team?  I said why? He said FEL zero is at least money towards his investment objective which is 100% WRONG -   third party funds do not count toward our office investment objective.   Yes you can sell TPF (strictly FEL) but they do not count toward our targets",True,2015-04-13T00:50:52.000+0000,False,False,005G0000002gy7yIAA,2015-04-08T17:09:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)276-1177,(416) 268-6907,sanjaykhanna@taxacc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4012.0
5001600000eDbnWAAS,False,,00006638,0030A0000029dP4QAI,001G000000wjNrSIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Big Bear Contracting Ltd. - increase ETL,Medium,Client has requested a quote increasing ETL to $100K,False,,False,False,005G0000002gyEtIAI,2015-04-08T17:11:36.000+0000,005G0000002gyEtIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(306)955-9190,,bernadine.vollman@investorsgroup.com,(306)374-9174,,,,,,,,,,,,,,0.0,,001G000001knCFrIAM,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4012.0
5001600000eDoTUAA0,False,,00006639,003G0000018f7lpIAA,001G000000usXl0IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,"$ Amendment - LTD NEM $5,000",Low,"Increase LTD NEM to $5,000",False,,False,False,005G0000003WE80IAG,2015-04-09T18:41:12.000+0000,005G0000003WE80IAG,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)717-8768,(250) 575-1390,tod@wtafinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUeSdAAK,0.0,False,,,,,,005G0000003WE80IAG,,,,,,,1.0,0.0,0.0,,False,4011.0
5001600000eDwIqAAK,False,,00006640,003G0000018f7QOIAY,001G000000urMyIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Intercorporate transfer of LI,Low,,True,2015-04-10T16:25:46.000+0000,False,False,005G0000002heHMIAY,2015-04-10T16:25:34.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)863-1613,(403) 863-1613,dane@clearpeak.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4010.0
5001600000eDwMEAA0,False,,00006641,003G0000018f6SVIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Intercorporate transfer of LI,Low,All communication through Phil Franklin only,True,2015-04-10T16:29:14.000+0000,False,False,005G0000002heHMIAY,2015-04-10T16:29:05.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)261-4690X247,(403) 281-3918,ltoccoli@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4010.0
5001600000eDwOAAA0,False,,00006642,003G0000018f6vCIAQ,001G000000vkdceIAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning with LI,Low,,True,2015-04-10T16:32:13.000+0000,False,False,005G0000002heHMIAY,2015-04-10T16:31:29.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780)975-3637,(780) 975-3637,kevin@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4010.0
5001600000eDwPcAAK,False,,00006643,003G0000018f6hpIAA,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Tax on policy loans and repayments,Low,,True,2015-04-10T16:33:17.000+0000,False,False,005G0000002heHMIAY,2015-04-10T16:33:08.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,403-329-6220,,tyler@coxfinancialgroup.ca,(403) 320-7720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4010.0
5001600000eE0RLAA0,False,,00006644,003G0000018f6nhIAA,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,IRR on 20 Pay,Low,,True,2015-04-10T20:51:38.000+0000,False,False,005G0000002gy2wIAA,2015-04-10T20:51:02.000+0000,005G0000002gy2wIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(416)357-4815,,joseph@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4010.0
5001600000eEEVwAAO,False,,00006645,003G0000018f6eGIAQ,001G000000urMpjIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Dino Oliva,Medium,"Apr 13: Martin has some questions that his client was asking ie. is their duplication, what are my fees, etc....   I sat down with him to help address his concerns.",True,2015-04-13T20:33:23.000+0000,False,False,005G0000002gy4OIAQ,2015-04-13T20:33:06.000+0000,005G0000002gy4OIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)991-5319,,martin.sobocan@sobocanfinancial.com,,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4007.0
5001600000eEJhxAAG,False,,00006646,003G0000018f7LjIAI,001G000000urMqtIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,How do withdrawals impact LIB?,Medium,"Loss of the deferral bonus in the year of withdrawal and also the following year.  After that assuming no further withdrawals,, the bonus may be reinstated only if MV > LIWB (which may not be true so the bonus may not be earned)",True,2015-04-14T14:46:20.000+0000,False,False,005G0000002gy7yIAA,2015-04-14T14:45:47.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(877)857-2673,,greg@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,none,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,,0.0,0.0,0.0,,False,4006.0
5001600000eEJo0AAG,False,,00006647,003G0000018f71hIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Can MER and LIB fee be deducted for non-reg plans?,Medium,"No.   The MER is already deducted by the fund therefore the client cannot deduct a 2nd time.

The LIB rider is not an eligible expense as described in the Income Tax Act.  It is not for investment counsel, investment advice nor investment management which may be deductible.  The LIB rider is for extra benefits not related to these services - not deductible",True,2015-04-14T14:50:59.000+0000,False,False,005G0000002gy7yIAA,2015-04-14T14:50:54.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)330-1951,(905) 330-1951,shamali.das@dasanddaughter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4006.0
5001600000eEJtDAAW,False,,00006648,003G0000018f7I4IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,POA (sister age 85) and elder client Age 99,Medium,"Age 99 can't own a seg fund.  Exception sent to Bonnie declined.
However, younger sister age 85 may be eligible if named as annuitant
> this is a non registered case so this might work
>",True,2015-04-23T17:12:29.000+0000,False,False,005G0000002gy7yIAA,2015-04-14T14:54:44.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(416)986-6710,(416) 986-6710,esther.turner@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,,0.0,0.0,0.0,,False,4006.0
5001600000eEKKiAAO,False,,00006649,003G0000018f6zuIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Commencing LIA from an LIB policy if non registered,Medium,"Ravi couldn't find the form so assumed an email to Home Office would do this?   NO - the form is the Auto Instructions form (income section not PAC section) and indicate this is an LIB policy, and that LIA is to commence [indicated when].

Client needs to sign the form",True,2015-04-23T17:03:33.000+0000,False,False,005G0000002gy7yIAA,2015-04-14T15:16:19.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)276-1177,(905) 617-2032,ravimadan54@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,,0.0,0.0,0.0,,False,4006.0
5001600000eEKUxAAO,False,,00006650,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Tax slips on third party mutual funds,Medium,"Client wants the tax cost base, and the 2014 T slips to report taxable income from these funds earned in 2014

For tax cost base, call the fund company directly (not Becky)
For T slips for 2014, they should have been mailed by now (April 1 is only 2 week hence) but Ian indicated the cleint moved last year from Nova Scotia so perhaps the address on file needs to change.  He will call the fund company to check their records",True,2015-04-23T17:04:12.000+0000,False,False,005G0000002gy7yIAA,2015-04-14T15:24:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,4006.0
5001600000eEKduAAG,False,,00006651,003G0000018f6mjIAA,001G000000urMqhIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"A mix of seg funds, stocks, bonds and mutual funds",Medium,"Sanjay has a client with a mix of many securities of which only some can be transferred to QISL under the Asset Transfer Service
> the clients segregated funds cannot be transfered - Manulife
> certain stocks, debentures and income trusts can't be transferred
> some mutual funds can be (AGF, TD Bank and a few more)

Sanjay originally assumed all the funds were mutual funds since they were managed by AGF, Dynamic, etc.   WRONG.  We too use third party fund managers at London Life but these are segregated funds.  You have to examine the fund itself, not just the fund manager to know if it is a mutual fund.

He will prepare tranfer form (for the accounts) as either ""all in cash"" (the seg fund account is all in segs) or a ""mix of cash and in-kind) where the mutual funds can come in kind but the securites only in cash",True,2015-04-23T17:05:14.000+0000,False,False,005G0000002gy7yIAA,2015-04-14T15:30:26.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)276-1177,(416) 268-6907,sanjaykhanna@taxacc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,4006.0
5001600000eERh0AAG,False,,00006652,003G0000018f72XIAQ,001G000000urMq4IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Fard - Langille,High,"Hi Andrew,

Here is the proposal for Mr. Langille. Please review it and let me know if you have any questions. I’m on my way over to the FC so I will drop by with 2 hard-copies in colour.

Cheers,

Daryl Martin, CFA
Private Wealth Counsellor
P: (519) 675-3609; C: (519) 281-6427; F: (519) 434-3280


From: Fard, Andrew 
Sent: Monday, April 13, 2015 10:15 AM
To: Martin, Daryl
Cc: Grant, Bonnie
Subject: Charlie Langille
Importance: High


Hi Daryl,

Can you please prepare an identical investment proposal to Karen Deobald for Charlie Langille’s portfolio.  He is currently invested in mutual funds at London Life however has requested to move to Seg Funds at London Life instead.

I will need this for Thursday so let me know if you have any questions.

Bonnie, please pass along a current summary of Charlie’s holdings.

Thanks,

Andrew Fard, BA
Plan Smart Financial Inc.
Financial Security Advisor
Office 519-435-7916
Fax 519-435-7999
andrew.fard@f55f.com 
Bonnie Grant
Marketing Associate
Office 519-435-7998
Fax 519-435-7999
bonnie.grant@f55f.com",True,2015-04-14T22:52:46.000+0000,False,False,005G0000003Wo4iIAC,2015-04-14T22:51:08.000+0000,005G0000003Wo4iIAC,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)204-8343,(519) 619-3378,andrew@affinitiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003Wo4iIAC,,,,,,,0.0,0.0,0.0,,False,4006.0
5001600000eEU6kAAG,False,,00006653,003G000001USolOIAT,001G000000urMtJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Galaxie Foods - Tanya Burke drug claim,Medium,being declined .  Called pharmacy and they were entering her ID wrong.  Client will be advised to go back to the pharmacy for refund.,True,2015-04-15T13:20:03.000+0000,False,False,005G0000002gy7UIAQ,2015-04-15T13:19:52.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902)578-0678,(902) 578-0678,darren@bretonwealth.ca,(902)270-8035,,,,,,,,,,,,,,0.0,,001G000001cpxSqIAI,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4005.0
5001600000eubuxAAA,False,,00006654,003G0000018f7b3IAA,001G000000urNAzIAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,GIB being exercised by client who now owns the policy but lives in U.S.,Medium,Discussed implications. Passed on to other staff re how to handle the administration.,True,2015-04-16T12:03:23.000+0000,False,False,005G0000002gxzcIAA,2015-04-16T12:03:00.000+0000,005G0000002gxzcIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519) 744-4176,,corrigan-gwl@corrigansuccession.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,1.0,0.0,0.0,,False,4004.0
5001600000eud90AAA,False,,00006655,003G0000018f7TEIAY,001G000000urMxiIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Cascading LI,Low,All contact via Val Flood,True,2015-04-16T14:04:18.000+0000,False,False,005G0000002heHMIAY,2015-04-16T14:03:43.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780)428-5321,(780) 991-7737,ian@umbriafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4004.0
5001600000eujmSAAQ,False,,00006656,003G0000018f6wnIAA,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,ADO - what age does it fall off?,Medium,65.  This is a joint case and their ESA is 65.,True,2015-04-16T20:37:28.000+0000,False,False,005G0000002gyDWIAY,2015-04-16T20:37:12.000+0000,005G0000002gyDWIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)718-7232,(250) 869-6335,roberta@springleaf.ca,(236)420-1180,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,1.0,0.0,0.0,,False,4004.0
5001600000eumy2AAA,False,,00006657,003G0000018f7ReIAI,001G000000vlnqVIAQ,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Center of Influence Meeting,Medium,Presenatoin with Stephanie Stewart to educate firm and accountant with participating life strategeis,True,2017-09-05T17:05:19.000+0000,False,False,005G0000002gy9vIAA,2015-04-17T13:29:15.000+0000,005G0000002gy9vIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(705) 876-8746,,finacc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4003.0
5001600000eut0lAAA,False,,00006682,003G0000018f6oXIAQ,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Alberta budget tax changes,Low,,True,2015-04-17T17:29:02.000+0000,False,False,005G0000002heHMIAY,2015-04-17T17:28:52.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)410-6810,,allison@familywealthcoach.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4003.0
5001600000eut2hAAA,False,,00006683,003G0000018f77FIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI trust beneficiary designation,Low,Question forwarded by Neeraj Pardeshi,True,2015-04-17T17:30:56.000+0000,False,False,005G0000002heHMIAY,2015-04-17T17:30:48.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)850-7201,,curt.hanselmann@truenorthwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4003.0
5001600000eut58AAA,False,,00006684,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,LI and professional corporations,Low,,True,2015-04-17T17:37:51.000+0000,False,False,005G0000002heHMIAY,2015-04-17T17:37:33.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4003.0
5001600000eutN6AAI,False,,00006685,003G000001IkUz1IAF,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,"Matt is noticing the Enhanced Portfolio Summary describes Conservative profile as ""balanced""",Medium,"Yes, balanced can vary from 20% fixed income to 80% fixed income and still fall under an array of ""balanced"" 
> FI Balanced/ Neutral Balanced/ Canadian equity balanced/ Global equity balanced.

Balanced is not just reserved for 60% equity / 40% FI although we generally consdier that asset mix as balanced.  Other asset mix can be categorized as balanced still, especially against a peer benchmark named this way",True,2015-04-17T17:51:58.000+0000,False,False,005G0000002gy7yIAA,2015-04-17T17:51:50.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 276-1177 x225,,matt.maslowski@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4003.0
5001600000ev45iAAA,False,,00006710,003G0000018f6U7IAI,001G000000urMpFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Disabled Dep benefit continuation for owner,Medium,"DD status expired sent form to re-apply, form returned on Apr 7 and sent to M&DS,approved on Apr 14 and advised Greg.",True,2015-04-20T13:23:05.000+0000,False,False,005G0000002gyCdIAI,2015-04-20T13:22:39.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(705)471-1608,,greg@wpbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgZDAA0,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,4000.0
5001600000ev4BMAAY,False,,00006711,003G0000018f6rGIAQ,001G000000urMp9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,BACKDATING EE TERMS,Medium,"Apr 16

Exception approved and passed on to mark credit for backdating terms for 288985  6532.24CR  

Apr 9 
Got call from Mark explaining there are several ee's that the PA had missed advising him to term (he does PA on GN for this group)
I requested email with ee's and term dates and advised that I would seek a onetime exception from HO.

Mon 4/13/2015 2:39 PM

Hi Almira, Happy Monday!  

On Friday one of our top producers filled me in on an issue and he is hoping we can help assist.  The owner of the above company has four policies with selectpac this particular policy is over 14k in monthly premium which is a very large case for us.  

The advisor has had this client for many years (before with GWL) and has always taken care of the additions, terminations and changes for them, of course in order to do this the client does have to let him know when there are changes to be made.  Recently when the advisor went to review their claims experience they discovered there are several ee’s that had not been terminated.  There was one that the advisor did miss, he does have an email to this effect.  

We are hoping that considering this client’s overall premium with us, the advisors block, and loyalty to GWL we could make a one-time exception to backdate these ee terms to their last date of employment below, assuming there are no claims.  Given the size of the client’s premium in this policy alone, if we are able to backdate as requested the credit doesn’t even come to half of their monthly premium.

Although the client doesn’t administer their plan like a typical group would with the advisor doing the GNPA transactions- they are aware of the size of this exception, that if approved would not be granted again and that regardless of the agreement with their advisor they are ultimately responsible for their group and need to check the bill monthly to review accuracy.  The advisor and client are has committed to meeting with the every two months to review billing and to discuss any additions/terminations.

Thank you for your consideration.  


Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355 


_____________________________________________
From: Ochoski, Mark 
Sent: Friday, April 10, 2015 9:32 AM
To: Arsenault, Chantell
Cc: Hempel, Michelle
Subject: RE: policy # 288985 SIS MFG
Importance: High


Good Morning:

Chantell as per our conversation yesterday, could you please request an exception regarding credit for the employee’s below. The termination dates for these employee’s are more than 4 months and the owner and administrator are asking that we please give full credit regarding this oversight. I have had a meeting with them and we have put a plan in place so as this doesn’t happen going forward. We will be meeting every second month to review billings for all 4 policies to ensure their accuracy. 

Sean Campbell – ID # 93 – terminated Sept. 15, 2014 (7 months credit, monthly premium 108.23 total credit 757.61)

Brandon Fewchuk- ID # 79 – terminated March 7, 2014 (12 months credit, monthly premium $108.23 total credit  1298.76)

Ryan Fry – ID # 87 – terminated July 4, 2014 (9 months credit, monthly premium 125.70 total credit  1131.3)

Graham Tompkins – ID # 54 – terminated July 4, 2014 (9 months credit, monthly premium 119.15 total credit  1072.35)     

Seth Gagnon – ID # 49 – terminated Oct. 26, 2013   (17 months monthly premium 108.23  total credit  1839.91) 
-this employee I have a previous e-mail from the administrator asking for him to be removed ( which I will forward you ) so I have to step forward from the line up and take responsibility for this one. 

If possible to get this exception approved before next Friday , it would be great as the owner is leaving for Florida.
Please confirm Head Office approval and number of months credit for each employee.

Regards,

 

Mark Ochoski, FSA
Freedom 55 Financial
Quadras Investment Services Ltd.

Suite 303, 477 Queen St. East
Sault Ste. Marie, ON, P6a 1Z5
Office: 705-256-5618 Ext 258
Fax: 705-256-1766
Cell: 705-941-1776
mark.ochoski@freedom55financial.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hi Val, as requested.  See email from PA to advisor requesting Seth ID 49 to be removed.

Since they only asked in April 30, 2014 I would say it’s fair to remove him as of date requested and NOT backdate to Oct 2013 as originally requested.  I also noticed Brandon Fewchuk- ID # 79 was in here and the PA did not provide direction to terminate, I had requested we back date his term to Mar 7 2014 and would like to modify the request to April 30 2014 as well.

Looking forward to your comments. 

Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355 

From: Ochoski, Mark 
Sent: Tuesday, April 14, 2015 9:46 PM
To: Arsenault, Chantell
Subject: FW: remove from benefits
Importance: High



Mark Ochoski, FSA
Freedom 55 Financial
Quadras Investment Services Ltd.

Suite 303, 477 Queen St. East
Sault Ste. Marie, ON, P6a 1Z5
Office: 705-256-5618 Ext 258
Fax: 705-256-1766
Cell: 705-941-1776
mark.ochoski@freedom55financial.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Franca McCuaig [mailto:franca.mccuaig@sisgroup.ca] 
Sent: Wednesday, April 08, 2015 1:24 PM
To: Ochoski, Mark
Subject: FW: remove from benefits
Importance: High



Franca McCuaig | Finance & Accounting | SIS Group |
1231 Peoples Road | Sault Ste. Marie, Ontario P6C 3W7 | 
P +1 - 705 - 759  5148 | F +1 - 705 - 759  4816 | 
E franca.mccuaig@sisgroup.ca | www.sisgroup.ca |

 

From: Franca McCuaig [mailto:franca.mccuaig@sisgroup.ca] 
Sent: April-30-14 12:08 PM
To: Mark.Ochoski@freedom55financial.com
Subject: FW: remove from benefits
Importance: High

Please remove Lee Bibeau, Brodie Brittain, Seth Gagnon, Dan Duoba, Gerritt Huizing from SIS mfg….all these guys with the exception of Lee Bibeau have been gone since last year.

From: Ochoski, Mark [mailto:Mark.Ochoski@freedom55Financial.com] 
Sent: April 30, 2014 11:24 AM
To: Franca McCuaig; tanya.mageran@sisgroup.ca
Cc: adam_sis@shawbiz.ca
Subject: RE: remove from benefits
Importance: High

Please find below employee’s currently on the Benefits Plan:

SIS

Adam Carricato
Stanley Ludwa
Tanya Mageran
Franca McCuaig
Tony Porco
Vincent Prevost
Daniel Rowswell
Ralph Sherwin
Matthew Vanschooneveld

Hydraulic Solutions

Steven Alexander
Mike Braido
Gord Brittain
Felix Charrette
Greig Dear
Justin Hayes
Max Lamarche
Melissa Mancuso
Frederick McKey
Adam Morphet
Maurice Poirier
Frank Porco
Jack Porco
Jose Rivera Montufar
Mark Shuttleworth

MFG

Alfonso Aceti
Deanna Alberta
Lee Bibeau
Brodie Brittain
Christopher Brooks
Willy Cameron
Kevin Carbone
Ryan Carbone
Real Carrier
Christopher Casagrande
Lori Clark
Tony Coccimiglio
Alec D’Orazio
Ryan Desanti
Dan Duoba
Desiree Ebare
Brian Egglesfield
James Evans
Brandon Fewchuk
Michael Forsey
James Fraser
Paul Gagg
Seth Gagon
Jeff Gamble
Kristopher Garson
Thomas Hamilton
Brad Hara
Jeremy Hodgson
Christopher Howard-Cripps
Gerrit Huizing
Vaino Humalamaki
Adam Mitchell
Adam Mowery
Bradley Nakamura
Mark Ochoski
Justin Odorizzi
Bryan Olar
Brian Panek
Sandra Infanti
Terry Johns
Ray Lapensee
Dave Lundy
Josh Marasco
Andrew Melbourne
Timothy Pascall
Craig Pinder
Alfred Poirier
Jason Poirier
Jayson Ripplinger
Eric Robineau
Charles Ross
Edward Simard
Joe Spina
Chris Storr
Chad Sweezey
Graham Tompkins
Tyler Trovarello
Mattew Wegener
Glen West
Dustin Wing

Pileria’s Interiors

Diane Archer
Toni Dahl
Bruce Grisdale
Sherri Mancuso
Amanda Moir
Nick Porco
Melissa Spironello

Mark Ochoski, FSA
Suite 303, 477 Queen St. East
Sault Ste. Marie, ON P6A 1Z5
0ffice: 705-256-5618 Ext 258
Fax     : 705-256-1766

From: Franca McCuaig [mailto:franca.mccuaig@sisgroup.ca] 
Sent: Tuesday, April 29, 2014 3:48 PM
To: Ochoski, Mark
Cc: adam_sis@shawbiz.ca
Subject: remove from benefits

Please remove James Madigan, Les Kelly, Alex Trecroce, Jamie Gilmar off benefits for SIS asap.  Can I also get a current listing of employees on benefits for each company?  Thanks

Franca

Thu 4/16/2015 11:20 AM

Hi Mark,

Good news we got the exception to back date the terminations!  I have attached a preview bill so you can confirm the employees removed and the total credit.
 
As discussed yesterday, Seth ID 49 and Brandon ID # 79 were backdated to April 30th 2014 based on the email confirming when you were notified from Franca of their terminations.

Thank you for your commitment to meet with them every two months to review the billing and ensure the enrollments are accurate.  We know you give amazing service to your clients, especially SIS, and this is why we are comfortable granting this one-time exception.  If there is anything else we can do to help please let us know!


Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355",True,2015-04-20T13:29:02.000+0000,False,False,005G0000002gyCdIAI,2015-04-20T13:28:37.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(705)574-0579X258,(705) 941-1776,m.ochoski@glwealthssm.com,,,,,,,,,,,,,,,0.0,,0011600001lUeHsAAK,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,4000.0
5001600000ev4FOAAY,False,,00006712,003G0000019nROSIA2,001G000000urN43IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,EE GN E-CLAIMS SUSPENSION,Medium,"Fri 4/10/2015 1:52 PM
Hi Chris!  How have you been? Long time no chat which is a good thing because that means things have been going smoothly with member claims! LOL

I have a very sensitive situation and it’s for a very large case (who was just bought out and ended up staying with GWL so trying to make them very happy).

The above ee is on disability and has a brain injury.  He can only submit claims online as he can’t use a pen to submit manual.  His GNPM is currently in suspension because of an audit we did not receive receipts for.  What I found out was the claim we are auditing from service date Dec 23rd is an error.  The claim is from Dec 30th.  He realizes this error and tried to sort it out with claims office.  He claims he even sent us payment back with a note... we didn’t receive anything, I checked again today.

What I am really hoping we can do is reinstate his GNPM access ASAP.  In the meantime I will get an email from him stating that the Dec 23rd claim was an error and we can set-up an overpayment for that.  

Is it possible for you to reinstate?

Claim info:
2 drugs Dec 23rd
21.40 & 9.64

311214-049716-00 
eclaimaudit@gwl.ca 

From: Brunet, Teresa 
Sent: Wednesday, April 15, 2015 2:43 PM
To: Schilke, Chris
Subject: FW: GODMAIRE, MARTIN 77 201223 - ***Urgent help please*** Case # 3432
Importance: High


Hi Chris,

Please advise the plan member we do have his letter and cheque for the random audit.  Great-West Life is conducting a post claim review on his file.  From CIU paper claims have been submitted for some of the paramedical claims.  I will reinstate Member eClaims today however if other discrepancies are found on the file, eClaims will be suspended again.  

Thanks    

Teresa Brunet
Investigative Review Specialist
Detection, Prevention & integrity Services/GH&DB
The Great-West Life Assurance Company
60 Osborne Street North
Winnipeg MB R3C 1V3
PH: (204)-946-7497 or 1-866-208-0569 ext: 7497
Fax: (204)-946-7838 
Teresa.Brunet@gwl.ca 
www.greatwestlife.com

From: James Roach [mailto:jamesr@davidsondelaplante.com] 
Sent: Friday, April 17, 2015 9:37 AM
To: Arsenault, Chantell
Subject: RE: GODMAIRE, MARTIN 77 201223 - back in business!

Hi,

Thanks Chantell. I met with Martin yesterday and advised him of everything. I let him know that should he have an issue again he should call them right away to let them know what has happened. Your help with this is very much appreciated. 


 
James Roach | 
Manager, Human Resources and Operations
Davidson de Laplante Insurance Group 
jamesr@davidsondelaplante.com 
Tel: 705-268-1011 
Fax: 705-267-5531
www.davidsondelaplante.com 

	

Please note that any additions, deletions or changes to your insurance policy must be confirmed by a licensed broker. We cannot bind or amend coverage by email.
Veuillez noter que tout ajout, suppression ou modification apporté à votre police d’assurance doit être confirmé par un courtier agréé. Nous ne pouvons contracter ou modifier votre couverture par courriel.
This email message and any attachments are CONFIDENTIAL. If you have received this message in error, please notify us immediately by return email and delete this message and any attachments without disclosing or distributing them further. Thank you.
Ce courriel, ainsi que toute pièce jointe, est CONFIDENTIEL. Si vous avez reçu ce message par erreur, veuillez nous en aviser sur-le-champ en nous le renvoyant et le supprimer, ainsi que toute pièce jointe, sans en avoir divulgué ou diffusé le contenu. Merci.

From: Arsenault, Chantell [mailto:Chantell.Arsenault@gwl.ca] 
Sent: Thursday, April 16, 2015 11:39 AM
To: James Roach
Subject: RE: GODMAIRE, MARTIN 77 201223 - back in business!

Hi Jamie,

I just spoke with the auditor.
•	We are cashing the chq he sent for 24.84 to pay for the claim that paid in error Dec 23rd 
•	The claims office did not realize that he had sent a chq because it went to the audit dept and they don’t have access to that system, the audit dept would have had to note that it was received on a separate system
•	They are in the process of reviewing all his claims from Dec 23rd on everything is fine so far if anything else comes up they will loop me in so I can give you a heads up
•	His GN is functional now, but to avoid issues in future please ensure he/his spouse contacts the claims office right away with any claims that are submitted in error so they can reverse it

Is there anything else I can help with?


Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355",True,2015-04-20T13:34:18.000+0000,False,False,005G0000002gyCdIAI,2015-04-20T13:34:05.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(705)267-7922,,nancy.lacroix@alpoulinfinancialservices.com,,,,,,,,,,,,,,,0.0,,0011600001lUfeNAAS,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,4000.0
5001600000ev5LIAAY,False,,00006713,003G0000018f6oWIAQ,001G000000urMw7IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Patrick Barkwell - CI,Medium,"Change to ns on his personal CI 
Wishes to take premium difference and apply to CI coverage

20APR: Shawna has requested quote from Customer Service in premium difference from Smoker to Non-Smoker rates. (5 day turnaround).",True,2015-06-29T16:42:52.000+0000,False,False,005G0000004dZxMIAU,2015-04-20T14:46:04.000+0000,005G0000002gy03IAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)393-9798,,patrick@silverberggroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,0.0,0.0,0.0,,False,4000.0
5001600000ev5N4AAI,False,,00006714,003G0000018f6oWIAQ,001G000000urMw7IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Patrick Barkwell - DI,Medium,"Changes to Non-smoker rates
He would like to apply premium difference to his existing CI
20APR: Shawna ran quote to determine the premium difference on the DI policy. We are now just awaiting the reply from Customer Service re: CI premium difference.",True,2015-06-29T16:44:55.000+0000,False,False,005G0000004dZxMIAU,2015-04-20T14:47:17.000+0000,005G0000002gy03IAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)393-9798,,patrick@silverberggroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,0.0,0.0,0.0,,False,4000.0
5001600000ev78uAAA,False,,00006715,003G000001EEyaVIAT,0015o000008Cyi9AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Questions on canceling a DI policy,Medium,,True,2015-04-20T16:18:17.000+0000,False,False,005G0000003SxRoIAK,2015-04-20T16:18:07.000+0000,005G0000003SxRoIAK,2025-01-24T13:54:25.000+0000,0055o0000019VX9AAM,2025-01-24T13:54:25.000+0000,(519)222-0941,(519) 222-0941,grant.baker@financialhorizons.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4000.0
5001600000ev9naAAA,False,,00006716,003G0000018f7zgIAA,001G000000urMxZIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Temporary EE Late Applicant,Medium,"A temporary employee (1 year contract ending June 30, 2015) applied, was considered a late applicant and was medically underwritten when they were not eligible for benefits.  GMU issued a couple of decline decisions.  We are to follow up and see if we can't get the situation corrected and the employee removed from the plan until they are actually eligible to apply.",False,,False,False,005G0000002gyEtIAI,2015-04-20T18:42:07.000+0000,005G0000002gyEtIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780) 456-0129,,jrp111@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUnHNAA0,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,1.0,0.0,0.0,,False,4000.0
5001600000evGoMAAU,False,,00006717,003G0000018f7kUIAQ,001G000000urMzlIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,MRP,Medium,"Dave had questions regarding MRP claim submission.  Owner will be sendign a lareg MRP claim form, receipts and cheque to my attention.",True,2015-06-22T11:38:15.000+0000,False,False,005G0000002gy7UIAQ,2015-04-21T14:11:03.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902)446-7000,(902) 489-1111,dmoore@themoorewealthgroup.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhXcAAK,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3999.0
5001600000evGrBAAU,False,,00006718,003G0000018f7lQIAQ,001G000000urMzBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Outstanding amount,Medium,"Client would like to send 2 payments, one for outstanding amount and post dated for April's premium.

Once I have cheques in hand I will approach HO to release claims.",True,2015-06-22T11:40:04.000+0000,False,False,005G0000002gy7UIAQ,2015-04-21T14:14:18.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902) 670-4495,,jillbenefitseast@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUlKqAAK,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3999.0
5001600000evGy2AAE,False,,00006719,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Louanne MacRae,Medium,This ee has individual coverage and therefore was given single benefits. The client has called wondering why we waive benefits.  Message has been left for Alicia at Div 2.,True,2015-04-21T14:20:14.000+0000,False,False,005G0000002gy7UIAQ,2015-04-21T14:20:06.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,001G000001LdZKfIAN,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3999.0
5001600000evMEfAAM,False,,00006720,003G0000018f7GxIAI,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,US Internship for Med Student,Medium,"Ezio has clarified that an amendment would be added to the policy not a travel exclusion.   it would state that the client has the intention of returning to Canada after his internship in the US. 
As well he added that we can avoid the amendment at placing all together : please see below.

If this is the case, we would not require a travel exclusion rider for DI (assuming client is doing their medical residency in Detroit, will only be gone for a maximum of 3 years, and intends to return to Canada after completion of their residency program  to practice medicine in Canada).   I’ve discussed this with Pat. 

Have the client indicate on their application that they will be going to Detroit, Michigan (USA) in (month/year) to do a medical residency, state for how long (indicate the length of time they will be gone for), and that it is their intention to return to Canada after completion of this residency program to practice medicine in Canada.    Client should sign their name next to this statement on the application (if a paper app), otherwise, we would require an amendment on the issue of a policy.",True,2015-04-27T15:29:47.000+0000,False,False,005G0000002gyG3IAI,2015-04-21T18:41:49.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)967-1180,(519) 977-3064,mderikx@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,2.0,0.0,0.0,,False,3999.0
5001600000evT3HAAU,False,,00006721,003G0000018f6fCIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,CRA Requirement to pay for a client,Medium,"involves a registered Freedom fund but no info on whether the  RTP is a lump sum withdrawal or an AWD to be made to CRA to remedy taxes owing

Client will soon be in receipt of life insurance death benefit and RRSP transfer under a beneficiary designation so likely can pay CRA witin a month making the RTP unnecessary",True,2015-04-22T14:16:51.000+0000,False,False,005G0000002gy7yIAA,2015-04-22T14:16:09.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)363-5800,(647) 408-9585,jsmyth@maia.team,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3998.0
5001600000evTAXAA2,False,,00006722,003G000001aRuxJIAS,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Using National Bank to borrow for Non Reg/TFSA/RRSP - NOT DOABLE,Medium,"Scott aksed if doing an investment loan permits carve out of some money into a TFSA/RRSP as well?   NO.  the investemtn loan program is strictly for non registered investing and this account is pledged as collaterall for the loan.   NBC can't hold the TFSA/RRSP as collateral so won't lend money to support these accounts under the Investment lending program.

The client is free to use any source of credit they may already have, or a line of credit secured by a home, if they prefer to divide the money into these 3 plans.  Because the bank offering the line of credit is protected with equity in the home.  The client doesn't get an interest deduction on money borrowed and deposited into TFSA/RRSP because these plans already provide tax relief in the plan itself (NO TAX; or a TAX DEDUCTION)",True,2015-04-22T14:22:54.000+0000,False,False,005G0000002gy7yIAA,2015-04-22T14:22:49.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905) 276-1177 x494,(647) 296-5500,scott.mcmaster@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3998.0
5001600000evVHQAA2,False,,00006723,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,General estate planning,Medium,Couple in second marriage for both,True,2015-04-22T16:22:34.000+0000,False,False,005G0000002heHMIAY,2015-04-22T16:22:26.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3998.0
5001600000evVSTAA2,False,,00006724,003G0000018f6uvIAA,001G000000urMoIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Cross border LI planning,Low,All contact via Phil Franklin,True,2015-04-22T16:33:50.000+0000,False,False,005G0000002heHMIAY,2015-04-22T16:33:42.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)614-5128,(403) 614-5128,roger@broekefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3998.0
5001600000evVVrAAM,False,,00006725,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate administration,Low,,True,2015-04-22T16:39:55.000+0000,False,False,005G0000002heHMIAY,2015-04-22T16:36:30.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3998.0
5001600000evVdqAAE,False,,00006726,003G0000018f7oMIAQ,001G000000urN9wIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Email,,SIMARD Jean Marc,Medium,"Advisor needed to have  aretirement planning done involving LIB first generation 5%
Assets
RRSP - 400K in LIB
LRSP - 150K
NREG - 350K in LIB
QPP 590/m

currently retired at 60",False,,False,False,005G0000002hFcTIAU,2015-04-22T16:43:31.000+0000,005G0000002gy8MIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(418)590-2361,(418) 540-0922,michelfournierass@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hFcTIAU,,,,,,Analysis Document,1.0,0.0,0.0,,False,3998.0
5001600000evWoHAAU,False,,00006727,003G0000018f7iuIAA,001G000000urN05IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Complex Case,Medium,,True,2015-04-22T18:00:37.000+0000,False,False,005G0000002gyCEIAY,2015-04-22T17:54:05.000+0000,005G0000002gyCEIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(709)237-4122,(709) 685-4838,hmurphy@murphyneil.ca,(709)237-5125,,,,,,,,,,,,,,0.0,,0011600001l4YPqAAM,0.0,False,,,,,,005G0000002gyCEIAY,,,,,,,0.0,0.0,0.0,,False,3998.0
5001600000evYNqAAM,False,,00006728,003G0000018f6yWIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How do I open an RDSP,Medium,"explained QISL permits a ""client held"" plan with Mackenzie. Use their apps/ their RDSP Grant forms/ their KYC

Strictly FEL
Client age 19 and claims DTC already",True,2015-04-22T19:23:31.000+0000,False,False,005G0000002gy7yIAA,2015-04-22T19:23:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(416)985-3531,(416) 985-3531,lawrence@lgadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3998.0
5001600000evbFQAAY,False,,00006729,0030A0000029nJsQAI,001G000000vkurFIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Reprice Island Basement Systems renewal - Dave wants $830 monthly premium,Medium,Usage is low but due to pooling/manual rates we are requesting an increase,True,2015-05-01T22:21:14.000+0000,False,False,005G0000002gyGzIAI,2015-04-22T23:31:31.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)727-7011,(250) 881-6297,dave@davepfinancial.com,(250)953-8429,,,,,,,,,,,,,,0.0,,0011600001lUhPOAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3998.0
5001600000evbFuAAI,False,,00006730,003G0000029BwhuIAC,001G000001kEvoEIAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,ID 16 - waiting period waived. Client would like 3 month applied. Likely due to waiving WP for exisitng ees on master app,Medium,Waiting period was waived in error.  It has been corrected.,True,2015-05-11T18:01:11.000+0000,False,False,005G0000002gyGzIAI,2015-04-22T23:33:25.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 385-7410,,finance@bridgesforwomen.ca,,,,,,,,,,,,,,,0.0,,001G000001kEvoEIAS,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3998.0
5001600000evbGTAAY,False,,00006731,003G0000029BwhuIAC,001G000001kEvoEIAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Are CCPAs eligible under RCC coverage?,Medium,"Emailed Chris Schilke to inquire.
Confirmed with Chris Schilke as well as Jane Ballantyne that CCPAs are not eligible. Communicated this to the client.",True,2015-05-11T18:01:59.000+0000,False,False,005G0000002gyGzIAI,2015-04-22T23:36:18.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 385-7410,,finance@bridgesforwomen.ca,,,,,,,,,,,,,,,0.0,,001G000001kEvoEIAS,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3998.0
5001600000evgllAAA,False,,00006732,003G0000018f7FKIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Switching from Fidelity funds to QGOF,Medium,"Ron assumed it required a TARI and a new account?   NO, since this account is already open at QISL and the FID fund is in our QISL nominee plan.

All he needs is a CONVERSION Form (switch form) which is a complex trade so he needs the QUADRUS COMPLEX COVER Sheet as well since this must be done at HO",True,2015-04-23T17:07:07.000+0000,False,False,005G0000002gy7yIAA,2015-04-23T16:56:56.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)276-1177,(416) 560-8467,ron.nagy@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3997.0
5001600000eviHnAAI,False,,00006733,003G0000018f74LIAQ,001G000000urMo8IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Iwona and Darek Bednarski,Medium,They are mostly in equities now so I would like to give them updated proposal from us. I need meeting with Brad next week to discuss portfolio,True,2015-11-18T18:36:44.000+0000,False,False,005G0000002gy8qIAA,2015-04-23T18:28:37.000+0000,005G0000002gxzQIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(604)732-1508,(604) 240-6651,liz@dabrowskiandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8qIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,3997.0
5001600000eviQaAAI,False,,00006734,003G0000029n0RIIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Low,,True,2015-04-23T18:36:17.000+0000,False,False,005G0000002heHMIAY,2015-04-23T18:36:08.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403) 261-4690 x423,(403) 973-0769,craig.brown@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3997.0
5001600000eviSHAAY,False,,00006735,003G0000018f7QOIAY,001G000000urMyIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,General tax and estate planning,Low,,True,2015-04-23T18:37:49.000+0000,False,False,005G0000002heHMIAY,2015-04-23T18:37:40.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)863-1613,(403) 863-1613,dane@clearpeak.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3997.0
5001600000evltGAAQ,False,,00006736,003G0000018f7qNIAQ,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Plan Admin & Advisor Training,Medium,"Spoke with Chelsie while at Hoffer today as HO has come back saying they are getting several emails at the greatwestassisstedchanges@gwl.ca with them ""checking in"" to see if changes have been completed. HO has said only process requests can come through this email and not checking in. 
This is the second time head office has informed us they are using the email address incorrectly.
I suggested to Chelsie that we could get her set up on GNPA to be able to view all of this information online right away. Their main concern is the hassle of getting all of their groups to sign the paperwork. I let her know we can accept copies so the documents can be emailed out to the clients and then emailed to me. I also suggested they could incorporate this into their renewal process.
I will be emailing Chelsie a current block listing and indicating who is on GNPA - The list will include whether the advisor has access as well as the PA.",True,2016-04-21T19:31:17.000+0000,False,False,005G0000003TIN8IAO,2015-04-23T21:00:57.000+0000,005G0000003TIN8IAO,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,,(306) 570-6440,james@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,1.0,0.0,0.0,,False,3997.0
5001600000evspCAAQ,False,,00006749,0030A0000029dhHQAQ,001G000000vkp5oIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Death Claim Amount,Medium,"Received a phone call from the widow of an employee disputing the amount of the death claim cheque. 
I spoke with the plan admin regarding this previously to let him know that the cheque would only be the amount of the NEM, not 2x the salary as expected as this employee didn't apply for coverage over the NEM. 
Once the widow received this information she called me inquiring about the NEM and what the process is with regards to employees applying medically for the increase in coverage. Wanted to know if its GWL responsibility to be notifying employees of this option and/or where that responsibility would lie. I explained that its indicated in the contract and the booklets as well, the plan administrator should've been made aware by the advisor upon the sale and every year thereafter at renewal when updating the salaries of the employees. But was unable to tell her whether or not those conversations took place. I let her know that if we were notified of an employee who was eligible to apply for excess that those notifications along with the EOI form would be sent to the advisor. She is looking to find out if any correspondence to that effect was ever sent out to her husband be it by email, mail etc. I have emailed Inforce for this information and awaiting a response.",True,2015-06-12T14:27:00.000+0000,False,False,005G0000002gyAKIAY,2015-04-24T17:54:46.000+0000,005G0000002gyAKIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902)463-1234,,terry.t@ns.sympatico.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlhtAAC,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3996.0
5001600000evtlfAAA,False,,00006786,003G0000018f7GxIAI,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Uszynski CI,Medium,Mara worked with Tim on this clients DI last year ( it went to Manu) and so he asked for her help with Graded to level premium costs for his CI,True,2015-09-10T14:43:43.000+0000,False,False,005G0000002gyG3IAI,2015-04-24T18:55:19.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)967-1180,(519) 977-3064,mderikx@simardandassociates.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,2.0,0.0,0.0,,False,3996.0
5001600000evtrxAAA,False,,00006787,003G0000018f77XIAQ,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Second Event GWL vs Sunlife,Medium,"Showed Joyce were to find definitions she needed for this Ci case,  will follow up with Sunlife competitive info",True,2015-06-22T18:23:41.000+0000,False,False,005G0000002gyG3IAI,2015-04-24T19:03:11.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)992-7282,(519) 992-7282* call this,jlee@breadthconsulting.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,1.0,0.0,0.0,,False,3996.0
5001600000ew4CaAAI,False,,00006812,003G0000018f77XIAQ,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,LIfe Vs CI,Medium,"42 female, contaract worker for Leamington public sector: finance
Joyce was asking about Par for this client. 
No husaband, no kids, does not want to leave any money to anyone. 
Contract work and no Group benefits, DI would be hard to get. 
My recomenation is focus on CI and Investments.",True,2015-06-22T18:23:10.000+0000,False,False,005G0000002gyG3IAI,2015-04-27T15:45:50.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)992-7282,(519) 992-7282* call this,jlee@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Analysis Document,1.0,0.0,0.0,,False,3993.0
5001600000ew7OPAAY,False,,00006813,003G0000024MdpGIAS,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Problems with NBN app,Medium,Talked through how to save face with the client if it happens again,True,2015-04-27T18:20:26.000+0000,False,False,005G0000003SxRoIAK,2015-04-27T18:20:16.000+0000,005G0000003SxRoIAK,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(226)325-5463,(905) 730-9380,paula@genesiswealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3993.0
5001600000ewAPBAA2,False,,00006814,003G0000029mwZ9IAI,001G000000urMq5IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Inforce LB questions,Medium,,True,2015-04-27T19:52:22.000+0000,False,False,005G0000003SxRoIAK,2015-04-27T19:52:13.000+0000,005G0000003SxRoIAK,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519) 650-8111,,,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3993.0
5001600000ewAksAAE,False,,00006815,003G0000018f6ZZIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,LI and professional corporations,Low,All contact via Phil Franklin,True,2015-04-27T19:54:49.000+0000,False,False,005G0000002heHMIAY,2015-04-27T19:54:40.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3993.0
5001600000ewBsKAAU,False,,00006816,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate structure ideas for accounting business,Low,,True,2015-04-27T20:18:36.000+0000,False,False,005G0000002heHMIAY,2015-04-27T20:18:24.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3993.0
5001600000ewC5IAAU,False,,00006817,003G0000018f6vkIAA,001G000000urMtjIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Travel to dangerous areas,Medium,Client has inforce DI policy and wants to know if they travel to / work in Kuwait if there are any restrictions.  Please call G back and see if there was a travel exclusion on there or not (or perhaps if it's Competitor).  Thanks!,True,2016-09-20T18:21:49.000+0000,False,False,005G0000002gyDWIAY,2015-04-27T20:24:36.000+0000,005G0000002gyDWIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)763-1114,(250) 486-7768,genadiy@encompasssolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,1.0,0.0,0.0,,False,3993.0
5001600000ewM9mAAE,False,,00006818,003G000001B3zeYIAR,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Eco-Care Technologies - drug claims issue,Medium,"Catherine Stewart, 250-652-5510, plan admin

After multiple drug amendments and reversals, drug claims are still not being paid properly. Catherine to send me the latest one my email so we can investigate.",True,2015-05-19T23:15:27.000+0000,False,False,005G0000002gyGzIAI,2015-04-28T16:33:34.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 475-3280,,wshrigley@telus.net,,,,,,,,,,,,,,,0.0,,0011600001lUhQjAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3992.0
5001600000ewMtpAAE,False,,00006819,003G0000018f6uiIAA,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Sonata,Medium,"Mark Tompkins

Directed Lew toward Sonata section on Advisor Site.  Perhaps will work on individual insurance cases with this client in the future.",True,2015-04-28T17:13:49.000+0000,False,False,005G0000002gyDWIAY,2015-04-28T17:13:36.000+0000,005G0000002gyDWIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)863-7644,(250) 863-7644,lewis@intagenwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,Marketing Piece,1.0,0.0,0.0,,False,3992.0
5001600000ewNUCAA2,False,,00006820,0031600002DTHcCAAX,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,In Person,,Female 31 NS Contract work,Medium,"Admin work 42K year. 
115K on mortgage , has life ci and di with lender. Sandy wants to replace that, 30/mo currently
offered a Needs analsis and some marketing on differneces btwn lender and our insurance.",False,,False,False,005G0000002gyG3IAI,2015-04-28T17:47:04.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519) 250-9777,,sgomes@stewartfisher.com,(519) 250-0778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Marketing Piece;Analysis Document,1.0,0.0,0.0,,False,3992.0
5001600000ewOpLAAU,False,,00006821,003G0000018f7K1IAI,0015o000008Cz2UAAS,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,High,client wants to reduce coverage on both his CI and DI due to current state of economy and now that he have 2 year group coverage,True,2015-08-12T21:34:30.000+0000,False,False,005G0000002gy7ZIAQ,2015-04-28T18:59:01.000+0000,005G0000002gy03IAA,2024-03-11T15:14:54.000+0000,0055o0000019VX9AAM,2024-03-11T15:14:55.000+0000,(403)232-4582,,jguderyan@sagium.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,0.0,0.0,0.0,,False,3992.0
5001600000ewYSUAA2,False,,00006822,003G0000018f6wIIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI from corporation to individual,Low,All contact via Phil Franklin,True,2015-04-29T16:53:57.000+0000,False,False,005G0000002heHMIAY,2015-04-29T16:53:47.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(877)211-2633,(403) 614-5789,stephanie@affluencepartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3991.0
5001600000ewaREAAY,False,,00006823,003G0000029n1XBIAY,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Support needed for Rebecca's Manderian speaking prospect,Medium,"Mandarin speaking Dad was laid off from factory job recently. Looking to retire here. 63 years old. 

Mike is previously llqp licensed from my old office. Wanted to invest Dad’s stuff in ETF’s (70 bonds/30 equity). Asked why – he didn’t really have rationale.Wants income stream from investments. Low MER requested.. 

Home Owner – 180k left on mortgage. Property Value around 610k. 

TFSA – Maxed out – CIBC. 
RRSP Accounts – $8000 in different funds. 

China funds – previously taxed over there. Around 600k. 

Goals: 
Reducing risk
Income in retirement

Hope for returns: 
Reasonable return beating inflation and to last in retirement.

Risk tolerance:
Risk averse.",True,2016-08-08T17:13:51.000+0000,False,False,005G0000002gyCuIAI,2015-04-29T18:37:00.000+0000,005G0000002gyCuIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,416-789-4527,,rebecca.spour@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0CIAQ,,,,1.0,0.0,0.0,,False,3991.0
5001600000ewakLAAQ,False,,00006824,003G0000018f706IAA,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Potential HNW prosptect LL investment approach,Medium,"Advisor has an potential HNW prospects has no investment experience, but interested in investment in either Mutual funds or Seg funds. Advisor need suggestion for approaching the prospect for investment.",True,2015-05-07T18:55:49.000+0000,False,False,005G0000002gyCuIAI,2015-04-29T18:53:16.000+0000,005G0000002gyCuIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(647)408-2038,(647) 408-2038,qian.gu@helpingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Analysis Document,1.0,0.0,0.0,,False,3991.0
5001600000ewbBlAAI,False,,00006825,0031600002BSKQSAA5,001G000000urN1mIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,E&H Hitch Ex-Gratia Request  - RCC Claim,Medium,"May 22, 2015 - Account is in good standing. Ex-gratia claim sent to HO today with a rush request.

We have approval to pay for a RCC claim via Ex-Gratia. Ryan has signed approval and it is on my desk. Cannot proceed until client is out of arrears.",True,2015-05-27T15:26:44.000+0000,False,False,005G0000002gyDHIAY,2015-04-29T19:20:01.000+0000,005G0000002gyDHIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(604) 574-9195,,dpatterson@tagf.com,(604) 574-1850,,,,,,,,,,,,,,0.0,,0011600001lUjOaAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,2.0,0.0,0.0,,False,3991.0
5001600000ewbedAAA,False,,00006826,003G0000018f7VPIAY,001G000000urN1nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,CANUS,Medium,"Jana from VanFraser has asked that I contact the P.A at LED Medical as she is wondering if the CEO would qualify for coverage. The CEO recentlly because a Canadian citizen, however travels allot to the Washinton where he has a second home and travels to other areas of the US for work. I've check with our CANUS contact and he wouldn't qualify.  He would qualify for OCC if he has MSP. He's recently applied and is waiting for his card.  see email in efile.",True,2015-04-29T19:50:49.000+0000,False,False,005G0000002gyFsIAI,2015-04-29T19:46:47.000+0000,005G0000002gyFsIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(604) 510-2709,(604) 657-5034,brien@vanfraser.ca,,,,,,,,,,,,,,,0.0,,0011600001lUj10AAC,0.0,False,,,,,,005G0000002gyFsIAI,,,,,,,0.0,0.0,0.0,,False,3991.0
5001600000ewc2aAAA,False,,00006827,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Family trust and real estate investment,Low,,True,2015-04-29T20:11:41.000+0000,False,False,005G0000002heHMIAY,2015-04-29T20:11:28.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3991.0
5001600000ewiPDAAY,False,,00006828,003G0000018f7nEIAQ,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,RRSP beneficiary being family trust,Low,,True,2015-04-30T15:42:21.000+0000,False,False,005G0000002heHMIAY,2015-04-30T15:42:10.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780) 532-9510,(780) 831-8455,mike@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3990.0
5001600000ewj2UAAQ,False,,00006829,003G000001D3QwuIAF,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Estate planning for Yoanidis,High,Discussed options to transiton Reg. assets to son on second death with Kyle on April 11.  Transitioned into an opportunity for Life Insurance.,True,2015-11-20T18:21:31.000+0000,False,False,005G0000002gy6zIAA,2015-04-30T16:19:57.000+0000,005G0000002gy6zIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519) 650-8111 x247,,kyle.ford@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6zIAA,,,,,,,0.0,0.0,0.0,,False,3990.0
5001600000ewjN8AAI,False,,00006830,003G0000018f6z4IAA,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Discussion on the Par Account & SiSiLi,Medium,Darren had questions about GWL PAR vs. LL PAR,True,2015-04-30T16:39:36.000+0000,False,False,005G0000002gy6zIAA,2015-04-30T16:39:16.000+0000,005G0000002gy6zIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)998-2009,(519) 998-2009,darrenbailey@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6zIAA,,,,,,,0.0,0.0,0.0,,False,3990.0
5001600000ewjNhAAI,False,,00006831,003G0000018f6VoIAI,001G000000urMuRIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Reconsideration of Medical Rating,High,"The client in question has an exclusion for uterine cancer that would be considered subject to a current APS including the results of a current pelvic ultrasound and pap test. Client had an ultrasound and pap test back in March 2015, which went well. 
 
In underwriters email she indicated that they would reconsider with a current APS. In light of this, would it be possible for Great-West Life to place an order for the updated APS to find out whether this can be reconsidered?",True,2015-10-19T15:15:06.000+0000,False,False,005G0000002gy03IAA,2015-04-30T16:39:30.000+0000,005G0000002gy03IAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(877)737-4342,(403) 923-7465,julie.shipley-strickland@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy03IAA,,,,,,,0.0,0.0,0.0,,False,3990.0
5001600000ewjOaAAI,False,,00006832,003G0000018f6hzIAA,001G000000urMqJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Discussion on the Par Account,Medium,Darren had questions about GWL PAR vs. LL PAR,True,2015-04-30T16:40:19.000+0000,False,False,005G0000002gy6zIAA,2015-04-30T16:40:02.000+0000,005G0000002gy6zIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)284-1340,(519) 465-3564,tonyferreira@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6zIAA,,,,,,,0.0,0.0,0.0,,False,3990.0
5001600000ewlCCAAY,False,,00006833,003G0000018f6unIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Low,"Bill & Cindy Rose, clients, and Paul and me met.  No LI sale possibility.",True,2015-04-30T18:21:25.000+0000,False,False,005G0000002heHMIAY,2015-04-30T18:21:13.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780)951-1987,(780) 951-1987,paul@benefitsauthority.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3990.0
5001600000ewo7ZAAQ,False,,00006834,003G0000018f6jNIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Company account,Medium,Needed to know what was required to open up a corporate account with Quadrus or London Life,True,2015-04-30T20:03:02.000+0000,False,False,005G0000002gxzdIAA,2015-04-30T20:01:46.000+0000,005G0000002gxzdIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(514)586-6661,(514) 586-6661,jingsong.zheng55@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,3990.0
5001600000ewqR2AAI,False,,00006835,0030A0000029aGtQAI,001G000000urN0VIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Integral Design - review competitor quote and revise renewal rates,Medium,"Reviewed competitor quote, revised our renewal offer and sent to Keray in time for his meeting with the client.",True,2015-05-11T18:02:46.000+0000,False,False,005G0000002gyGzIAI,2015-04-30T23:26:11.000+0000,005G0000002gyGzIAI,2024-08-30T12:57:26.000+0000,0055o00000201AoAAI,2024-08-30T12:57:27.000+0000,(250)514-8251,(250) 514-8251,keray.stott@waypoint.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhQoAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3990.0
5001600000ewsEyAAI,False,,00006836,003G0000018f7MHIAY,0015o000008Cyi9AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Conversion of term life,Medium,two singles to a JLTD questions,True,2015-05-01T13:35:46.000+0000,False,False,005G0000003SxRoIAK,2015-05-01T13:35:36.000+0000,005G0000003SxRoIAK,2025-01-24T13:54:25.000+0000,0055o0000019VX9AAM,2025-01-24T13:54:25.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3989.0
5001600000ewtZTAAY,False,,00006837,003G0000027X0gVIAS,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,New immigrant investment,Medium,"Mr. Deng is a new immigrateio from mainland china. Has no investment experience, and still debating if he want to be tax or non-tax residence in Canada. Either way, we advise he can invest in Canada, it is just a matter of where to pay the tax.",True,2015-05-07T19:00:45.000+0000,False,False,005G0000002gyCuIAI,2015-05-01T15:13:39.000+0000,005G0000002gyCuIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3989.0
5001600000exCXvAAM,False,,00006862,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Info on US Low Volatility fund,Medium,Needed to have some info on the LL US Low Volatility fund.,True,2015-05-04T15:06:38.000+0000,False,False,005G0000002gxzdIAA,2015-05-04T15:06:08.000+0000,005G0000002gxzdIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,3986.0
5001600000exEKuAAM,False,,00006863,003G0000018f6tDIAQ,001G000000urMoTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to Holdco,Low,All contact via  Phil Franklin only,True,2015-05-04T15:39:03.000+0000,False,False,005G0000002heHMIAY,2015-05-04T15:38:51.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(587)432-2619,(403) 923-5333,jeff@eternalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3986.0
5001600000exEmnAAE,False,,00006864,003G0000018f789IAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How does income tax work at death when RSP passes to adult children,Medium,"He assumed we ""withhold""?   NO 
We pay the full amount of the RSP to the named beneficiaries, and the ""estate"" is responsible for the income tax

No difference between Segs/mutual funds/stocks/bonds or any other property as far as income tax is concerned",True,2015-05-04T16:01:43.000+0000,False,False,005G0000002gy7yIAA,2015-05-04T16:01:21.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)616-8632,(905) 616-8632,hasan@credentialfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3986.0
5001600000exJkEAAU,False,,00006865,003G0000029mwZ9IAI,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Discussed two cases,Medium,"Discussed UW issues with two clients. 1)abnormal heart result
2) Criminal past (arson)",True,2015-05-04T20:27:28.000+0000,False,False,005G0000003SxRoIAK,2015-05-04T20:27:18.000+0000,005G0000003SxRoIAK,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519) 650-8111,,,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3986.0
5001600000exQPVAA2,False,,00006866,003G0000018f7FKIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Contributing to RRSP at Age 71 or after Age 71,Medium,"Ron doesn't see any value but client wants to. He is now 71 and wants to make more contributions even though his former RRSP was already RRIF'd.

1. Open new RRSP.  Or open RRSP for younger spouse if he has one
He doesn't understand the logic?   It is to reduce your income tax.   Ron said he doesn't work so why worry about income tax?  Well, he does have CPP, OAS and RRIF withdrawals and perhaps a pension so he does have taxable inome.  The RRSP contribution will permit him to reduce this income in 2015, or any future year he elects to bring the deduction forward.  You can utilized the tax deduction at Age 80 if you want to even though you don't have an RRSP past age 71",True,2015-05-05T13:52:58.000+0000,False,False,005G0000002gy7yIAA,2015-05-05T13:52:50.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)276-1177,(416) 560-8467,ron.nagy@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3985.0
5001600000exQbqAAE,False,,00006867,003G0000018f79DIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Leveraged loan inquiry,Medium,Vivian needed to know some details regarding leveraged loans.,True,2015-05-05T13:58:58.000+0000,False,False,005G0000002gxzdIAA,2015-05-05T13:58:25.000+0000,005G0000002gxzdIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,514-331-5838,,yuning.zhang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,3985.0
5001600000exSSgAAM,False,,00006868,003G000001rjXBGIA2,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Questions on a Pru underfunded UL and how to deal with it,Medium,,True,2015-05-05T14:49:48.000+0000,False,False,005G0000003SxRoIAK,2015-05-05T14:49:35.000+0000,005G0000003SxRoIAK,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519) 720-0936,,ryan.zanello@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3985.0
5001600000exaWpAAI,False,,00006869,003G0000018f7AnIAI,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Bakery Owner DI,Medium,"Ned is looking for a list of Possible Occ classes for Bakery owner depending on some of the duties he may partake in
baking
driving?
sales? 
has 4-5 employees who work for him  has a Baker",True,2015-09-10T14:44:30.000+0000,False,False,005G0000002gyG3IAI,2015-05-05T20:26:16.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)551-7842,(519) 551-7842,ned@peacockplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Marketing Piece;Quotation;Presentation,2.0,0.0,0.0,,False,3985.0
5001600000exep7AAA,False,,00006882,003G0000018f7KpIAI,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Open Enrollment,Medium,"3 ee's to be included in OE.  have not rec'd the apps for 2 of the ee's.  Need to get ho approval as the oriignla O/E was only for 2 ee's .  

Marcus Penny is resigning and redating his app and sending it direclty to me.  Trevor (plan admin) is getting Holly Parsons to complete another form however Inforce has confirmed that they do indeed have the incomplete app for Holly in their office.",True,2015-06-22T11:40:28.000+0000,False,False,005G0000002gy7UIAQ,2015-05-06T13:46:49.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(506)639-3706,,dmacartney@belmontwm.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjtdAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3984.0
5001600000exeqZAAQ,False,,00006883,003G0000018f76zIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Geoff Newton,Medium,Change form received to add spouse however the section to change status to family was not complete.  Geoff Campbell has been sent an email to get a second form.,True,2015-06-22T11:41:41.000+0000,False,False,005G0000002gy7UIAQ,2015-05-06T13:48:57.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902)877-6555,902-930-2730,geoff@equisgroup.ca,,,,,,,,,,,,,,,0.0,,001G0000019pcpGIAQ,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3984.0
5001600000exjIMAAY,False,,00006884,003G000001D2BzgIAF,001G000000urMt7IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Pol. E028345T Vanessa Brothers,High,"Policy was issued with smoker rates but client doesn't smoke - has never smoked. She is currently breastfeeding....
Denis Thomas refused to order new tests to reconsider his decision so I escaladed it to Dr Bruce and he has agreed to review the decision.",False,,False,False,005G0000002gyCxIAI,2015-05-06T18:12:58.000+0000,005G0000002gyCxIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902)422-1631,(902) 448-2172,rudy@baywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCxIAI,,,,,,,0.0,0.0,0.0,,False,3984.0
5001600000exjXMAAY,False,,00006885,003G0000018f7FKIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Can CPP be stopped after commencing?,High,"I don't think it would increase the CPP later on so is this wise?  Yes you pay tax but unless the tax is 100% of the CPP you still have more wealth

He will call Service Canada",True,2015-05-06T18:25:38.000+0000,False,False,005G0000002gy7yIAA,2015-05-06T18:25:29.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)276-1177,(416) 560-8467,ron.nagy@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3984.0
5001600000exmiNAAQ,False,,00006886,003G000001JdaEmIAJ,001G000000urN6UIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"Autoright Service - Life, LTD, HC, Drug & DC",Medium,"Life - decrease to $10,000
LTD - increase to $3,500
HC - increase overall coinsurance to 100%
Parameds - increass maximum to $500
Drugs - increase maximum to $3,000
DC - add Major @ 50% coinsurance",True,2015-10-06T14:12:51.000+0000,False,False,005G0000002gyEtIAI,2015-05-06T19:39:40.000+0000,005G0000002gyEtIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(306) 934-5540,,alison.ellis@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,0011600001lUnHKAA0,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,Quotation,1.0,0.0,0.0,,False,3984.0
5001600000exmlCAAQ,False,,00006887,003G000001D3svHIAR,001G000000urN6UIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Amendment Quote - Create IC Class,Medium,"Create a new class for Independent Contractors and move Derrick Draper into that class
no other changes
April 28 - emailed AQ to Alison",False,,False,False,005G0000002gyEtIAI,2015-05-06T19:42:55.000+0000,005G0000002gyEtIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(306) 934-5540,,sfrost@suttonplanning.ca,(800) 821-4366,,,,,,,,,,,,,,0.0,,0011600001lUnHCAA0,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,0.0,0.0,0.0,,False,3984.0
5001600000exotmAAA,False,,00006888,0030A0000029nJsQAI,001G000000vkurFIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,STD Claim/Wrong Earnings,Medium,Spoke with Dee at Devon Properties. It seems there's an employee who just started an STD claim that has miscorrect earnings on file. Overall earnings and missing bonuses. I confirmed on system and the group is set up with Bonus/Overtime. No other employees are being affected. Seeking H.O approval to make fix earnings.,True,2015-05-22T18:16:28.000+0000,False,False,005G0000002gyFsIAI,2015-05-06T22:46:50.000+0000,005G0000002gyFsIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)727-7011,(250) 881-6297,dave@davepfinancial.com,(250)953-8429,,,,,,,,,,,,,,0.0,,001G000001C3XYMIA3,0.0,False,,,,,,005G0000002gyFsIAI,,,,,,,1.0,0.0,0.0,,False,3984.0
5001600000exy1uAAA,False,,00006889,003G0000018f7DJIAY,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Private Corporation Investment,Medium,"Mr. Xu, the advisor, has a prospect, who is interested in the idea of investing in his private company. Advisor needs to know more about the tax and other implication for this strategy.",True,2015-05-07T19:17:25.000+0000,False,False,005G0000002gyCuIAI,2015-05-07T19:16:38.000+0000,005G0000002gyCuIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)475-0122,(416) 953-6368,ying.wang@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Marketing Piece,1.0,0.0,0.0,,False,3983.0
5001600000ey5F7AAI,False,,00006890,0031600002B84QhAAJ,0011600001lUfexAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,LTD coverage,Medium,"NEMs
Why is coverage for higher earners lower than ee's with lower eaning


From: Susan Minatel @ Champaigne Klassen [mailto:champklass@bellnet.ca] 
Sent: Friday, May 29, 2015 12:14 PM
To: Arsenault, Chantell
Subject: RE: 242992 LTD amounts 

No, I’m all set.  Thanks & have a great weekend.

From: Arsenault, Chantell [mailto:Chantell.Arsenault@gwl.ca] 
Sent: Friday, May 29, 2015 11:56 AM
To: Susan Minatel @ Champaigne Klassen
Subject: RE: 242992 LTD amounts 

Hi Susan!

I believe there is a contact # on the decline letters and they do have the right to question and appeal!

Yes those are the correct booklets.

Is there anything else I can help with?


Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355 

From: Susan Minatel @ Champaigne Klassen [mailto:champklass@bellnet.ca] 
Sent: Friday, May 29, 2015 11:52 AM
To: Arsenault, Chantell
Subject: RE: 242992 LTD amounts 

Thank you Chantall

If an employee wants clarification on exactly why they have been denied, do they contact you?


Also, are there newer booklets than

Owners – Feb. 01, 2010
Employees – Dec 01, 2009



From: Arsenault, Chantell [mailto:Chantell.Arsenault@gwl.ca] 
Sent: Wednesday, May 27, 2015 12:03 PM
To: champklass@bellnet.ca
Subject: FW: 242992 LTD amounts 

Hi Susan, my apologies for the delay in getting back to you!
 
Here is  what we found:
 
•         Your current LTD non-evidence max is $1500
•         For anyone to exceed that max medical approval is required (the medical questionnaire completed by employee reviewed by an underwriter)
•         If you apply and are declined, you still the amt you have we don’t take that away
•         ID X and ID 4 completed medical and were approved which is why the ‘inforce’ and ‘eligible’ amts match
•         ID XX was previously approved by underwriting for the amt she has now, any further increases up to her “eligible amt” requires medical approval
•         ID XX was previously approved by underwriting for the amt she has now, any further increases up to her “eligible amt” requires medical approval
•        XX have never sent the medical questionnaire which is why you are cut off at 1500, if you were to submit you would be applying for your “eligible amount”
 
For ID XX here is the timeline of what took place:
 
MAY  6 2015  salary change to $30.87/ hr 
APR 21 2015  Applied for “eligible” amt of LTD and was declined  
JAN  1 2015  salary change to $ 60,196.50/YR
AUG 10 2004  Applied for “eligible” amt of LTD and was approved. At the time her eligible amt was $1692.  
 
Does this clear up the questions you had?
 
 
Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355",True,2015-06-15T13:59:11.000+0000,False,False,005G0000002gyCdIAI,2015-05-08T14:48:29.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(705)675-3210,,,,,,,,,,,,,,,,,0.0,,0011600001lUfexAAC,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,3982.0
5001600000eyLIPAA2,False,,00006915,0031600002T2GlcAAF,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General estate planning,Low,AB resident with BC property,True,2015-05-11T13:15:40.000+0000,False,False,005G0000002heHMIAY,2015-05-11T13:15:28.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(587) 316-4070,,ed.nathan.wood@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3979.0
5001600000eyLXAAA2,False,,00006916,003G0000018f6tDIAQ,001G000000urMoTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Owner of LI in LLP with corporate partners,Low,"All contact via Phil Franklin

Link provided:  https://advisor.londonlife.com/public/stellent/groups/public/documents/S1_281725.pdf",True,2015-05-11T13:32:11.000+0000,False,False,005G0000002heHMIAY,2015-05-11T13:31:59.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(587)432-2619,(403) 923-5333,jeff@eternalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3979.0
5001600000eyNp0AAE,False,,00006917,003G0000018f7FKIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Existing LIRA with Fidelity and same client now leaving 2nd employer and has an RPP,Medium,"Ron asked about combining but then I pointed out that if you combine the Fidelity funds only must be purchased since this is a client held Fidelity plan.  He wants to sell QGOF so he has to open a 2nd LIRA
> he is also becoming the AOR but didn't use the Internal REP CHANGE Form (Mike Stapleton agreed to transfer the client)",True,2015-05-11T15:32:17.000+0000,False,False,005G0000002gy7yIAA,2015-05-11T15:32:08.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)276-1177,(416) 560-8467,ron.nagy@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3979.0
5001600000eybPYAAY,False,,00006918,003G0000018f7Z7IAI,001G000000urMyEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Tax planning for entrepreneur,Low,,True,2015-05-12T14:37:39.000+0000,False,False,005G0000002heHMIAY,2015-05-12T14:37:25.000+0000,005G0000002heHMIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3978.0
5001600000fafPwAAI,False,,00006943,003G0000018f6zuIAA,001G000000urMqcIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,"With rates so much lower than the banks, what can I do",Medium,"Use your discretionary interest rate enhancment to increase up to 0.40%

Use the Manulife GIO under the inter-corporate

Use the High Yield Savings account inside the QGOF TFSA currently paying 1.20%",True,2015-05-13T17:59:24.000+0000,False,False,005G0000002gy7yIAA,2015-05-13T17:59:17.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)276-1177,(905) 617-2032,ravimadan54@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3977.0
5001600000famoAAAQ,False,,00006944,0030A0000029ZtyQAE,001G000000vkuWiIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance request for Travelbea - EE last day May 14th,High,Request emailed to Marianne May 13th.,True,2015-05-19T23:17:09.000+0000,False,False,005G0000002gyGzIAI,2015-05-13T22:39:10.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)590-8257,,bryce.mcfadden@manulifesecurities.ca,(888)589-4066,,,,,,,,,,,,,,0.0,,0011600001lUgFIAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3977.0
5001600000famz3AAA,False,,00006945,003G000001Ry4wHIAR,001G000000vkHHXIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Client terminating. Need term letter. Can they cancel mid-cycle? They are 15th of the month billing and want to start their new plan June 1st,Medium,,True,2015-07-09T19:43:59.000+0000,False,False,005G0000002gyGzIAI,2015-05-13T23:02:34.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 871-8994,,chris.peake@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001lUjOIAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3977.0
5001600000fan27AAA,False,,00006946,003G000001B3o9CIAR,001G000000vkxPJIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Review competitor quote for JS Foster and reply by May 15,Medium,,True,2015-06-01T17:05:44.000+0000,False,False,005G0000002gyGzIAI,2015-05-13T23:14:38.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 382-9236,,breanna@thewrightbros.com,(250) 382-3545,,,,,,,,,,,,,,0.0,,0011600001lUhQgAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3977.0
5001600000fan2bAAA,False,,00006947,003G000001B3zeYIAR,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,In Person,,Review competitor offer for Columbia Fire and respond,Medium,,True,2015-05-25T17:36:47.000+0000,False,False,005G0000002gyGzIAI,2015-05-13T23:15:19.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 475-3280,,wshrigley@telus.net,,,,,,,,,,,,,,,0.0,,0011600001lUhQiAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3977.0
5001600000fan3KAAQ,False,,00006948,0030A0000029a0vQAA,001G000000wjNrnIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Review Need2 - need options for sustainable plan pricing,Medium,,True,2015-05-19T23:16:30.000+0000,False,False,005G0000002gyGzIAI,2015-05-13T23:16:30.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)727-9191,,philip.bisset-covaneiro@ig.ca,(250)727-3222,,,,,,,,,,,,,,0.0,,001G0000018dEPkIAM,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3977.0
5001600000faoAtAAI,False,,00006949,003G0000018f6a2IAA,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Former Pru of England,Low,"Met with Laura disuss Pru of England and an old contract she had. I was able to confirm that they were purchased by Sunlife and she had the correct info for on an old policy for her client,",True,2015-05-14T11:08:09.000+0000,False,False,005G0000002gyG3IAI,2015-05-14T11:07:53.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519)967-1180,,laura@laurabelleau.ca,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,1.0,0.0,0.0,,False,3976.0
5001600000favaYAAQ,False,,00006951,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"July 25, 2015 Renewal",Medium,2015 Renewal,True,2015-05-14T19:06:38.000+0000,False,False,005G0000002h840IAA,2015-05-14T18:59:19.000+0000,005G0000002h840IAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGvAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3976.0
5001600000fb1ciAAA,False,,00006952,003G0000018f6fRIAQ,001G000000urMqqIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,"Our rates are low, what options for a maturing GIO = $18,000",Medium,"1) TFSA HY Savings account pays 1.20%    Can't since this is an RRSP
2) LL GIO and enhance under your authority using the form (up to 40bp)
3) Manulife GIO
4) See if ManuOne Bank or any other 3rd party offers bank accounts or GIC's with a fund serve symbol that can be purchased through the Quadrus dealer
5) London Life Short Term bond - very long history of not losing money in this asset class although a loss is possible.  Last year the ROR was 2.3% which is 3 times more than the posted rate for a 1 year GIO.  How much safety does the client need?  The remaining ladder may provide enough safety already",True,2015-05-15T13:05:27.000+0000,False,False,005G0000002gy7yIAA,2015-05-15T13:05:19.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(905)637-3636,(647) 330-3404,jgilmour@eagleridgefsl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3975.0
5001600000fb4yfAAA,False,,00006953,003G0000018f7uQIAQ,001G000000urN0CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"Seaflora to add MRP back to May 1, 2015 and submit vision claim",Medium,,True,2015-06-01T17:36:38.000+0000,False,False,005G0000002gyGzIAI,2015-05-15T16:38:40.000+0000,005G0000002gyGzIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250) 642-0776,(250) 889-5237,karen@masonfinancial.net,,,,,,,,,,,,,,,0.0,,001G000001cq9m5IAA,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,2.0,0.0,0.0,,False,3975.0
5001600000fb6xAAAQ,False,,00006954,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Transfers not showing on Investment Centre,Medium,"The settlement date for about $200,000 is today, so the posting will reflect as ""invested"" as of tomorrow.

Nothing to worry about",True,2015-05-18T14:16:36.000+0000,False,False,005G0000002gy7yIAA,2015-05-15T18:33:32.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3975.0
5001600000fb7O6AAI,False,,00006955,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Renewal - Delayed to August 1st,Medium,,True,2015-09-28T15:53:13.000+0000,False,False,005G0000002gyBCIAY,2015-05-15T18:57:28.000+0000,005G0000002gyBCIAY,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,001G000001FmiIeIAJ,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,2.0,0.0,0.0,,False,3975.0
5001600000fbBlFAAU,False,,00006956,003G0000018f78lIAA,001G000000urMunIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,OCC Claim,High,"OCC claim for employees spouse, fell and broke arm. Blue cross should be the first payor but they declined since we were the first one contacted. GWL will pay and sort it out after. There is a concern about the employee being 92 and on the plan. OCC dept isn't asking for payroll papers yet. 

May 7th -Spouse was admitted on May 7 following a fall.  She was found to have a left upper arm fracture as well as some leg bruising.  
May 8th -  The facility called looking for coverage for home care.  We asked for medical reports. 
May 10th - after trying to reconnect with the patient,  we were advised by the facility she was moved to a nursing facility. 
May 10th – The facility’s discharge report was received.  
May 10th -  It would appear a discussion was held with employee & spouse after which they agreed to go to a nursing facility for so she can get assistance with daily living activities and medication control. 
May 11th - the member was advised there was no coverage for the nursing facility and advised the member they may wish to claim these expense through spouse's Pacific Blue Cross policy.
May 14th - we obtain a physician advisor report from the treating physician.  We were advised that patient was admitted to a long term care facility for pain control and assistance with daily living activities.  Her dementia makes it difficult for her to remember safety precautions not using her arm.   She was deemed stable for commercial travel with a medical escort [nurse] who can assist with her daily living and pain medication control in flight.   She needs ground ambulance transport on both ends with readmission to an acute care facility for revaluation for readmission to a long term facility for another 4-6 weeks.  
May 21st - We found a bed, flights have been arranged for tomorrow. 

See file for more details",True,2015-05-22T18:21:56.000+0000,False,False,005G0000002gyFsIAI,2015-05-16T16:35:34.000+0000,005G0000002gyFsIAI,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(250)475-1100,,nicole@clearwellbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgDfAAK,0.0,False,,,,,,005G0000002gyFsIAI,,,,,,,0.0,0.0,0.0,,False,3974.0
5001600000fbTmYAAU,False,,00006957,003G0000018f6kQIAQ,001G000000urMptIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,40613640-Medd,Medium,"Dan rquested a policy summary for this client, possibility of conversion to level premiums.",True,2015-05-19T18:40:18.000+0000,False,False,005G0000002gy8vIAA,2015-05-19T14:46:24.000+0000,005G0000002gy2jIAA,2023-12-15T04:16:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:58.000+0000,(519) 435-6344,,dan.mcintosh@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,Quotation,0.0,0.0,0.0,,False,3971.0
5001600000fbVHmAAM,False,,00006958,003G0000018f6TeIAI,001G000000urMplIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Grad Program Changes Email,Medium,"Breaking news on the Disability Insurance front!  Issue Limits increased for Docs-to-be with NO FINANCIALS REQUIRED!  
REMEMBER: the GRAD program can help your prospects who are still in University to get protection NOW with up to a 25% discount and NO Financials! Come see me if someone you know fits the bill!",True,2015-09-10T14:45:07.000+0000,False,False,005G0000002gyG3IAI,2015-05-19T16:00:38.000+0000,005G0000002gyG3IAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(519)728-9431,(519) 818-5117,moesr@momayu.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,3971.0
5001600000fbVIuAAM,False,,00006959,003G0000018f7yCIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,August 2015 Renewal,Medium,Average age increase 2 years on life. 1 EE not is 60-64 age band. LTD also increased 2 years with EE moving to 60-64 age band.,True,2015-05-19T16:01:50.000+0000,False,False,005G0000002h840IAA,2015-05-19T16:01:40.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)822-3953,(204) 325-0109,bob@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIaAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3971.0
5001600000fbVa0AAE,False,,00006960,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General corporate structuring and estate planning,Low,"Plante, Orchuk,and ?",True,2015-05-19T16:16:51.000+0000,False,False,005G0000002heHMIAY,2015-05-19T16:16:43.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3971.0
5001600000fbVcGAAU,False,,00006961,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Accounting business,Low,"Valerio/Adams

Maybe two $1 million term LI policies for buy-sell",True,2015-05-19T16:19:31.000+0000,False,False,005G0000002heHMIAY,2015-05-19T16:18:33.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3971.0
5001600000fbWAmAAM,False,,00006963,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Trust-owned life insurance,Low,,True,2015-05-19T16:47:57.000+0000,False,False,005G0000002heHMIAY,2015-05-19T16:47:49.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3971.0
5001600000fbXKnAAM,False,,00006964,003G0000018f7xSIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - LEANNE MASTEL,Medium,Policy# 67729 - Demographics Saved in J Drive,True,2015-05-19T17:56:53.000+0000,False,False,005G0000002hWfaIAE,2015-05-19T17:46:35.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 255-5696,,leannemfs@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUjk4AAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3971.0
5001600000fbYXsAAM,False,,00006965,003G0000018f7r4IAA,001G000000urMxOIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Piapot First Nation - AQ,Medium,"1) add optional life 
2) increase vision to $300
3) increase dependent life to 10,000 spouse and 5,000 child 
4) increase orthodontics for children to $2,000",True,2015-11-10T14:52:48.000+0000,False,False,005G0000002gyEtIAI,2015-05-19T18:49:54.000+0000,005G0000002gyEtIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(306)665-6244,,joanbh@tipi-imipartners.com,,,,,,,,,,,,,,,0.0,,0011600001lUmdjAAC,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,3971.0
5001600000fba8QAAQ,False,,00006966,003G0000018f7GlIAI,0015o000008Cyi9AAC,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Competitive questions,Medium,In competition with Empire Vital T75 CI. Went throught product differences,True,2015-05-19T20:13:36.000+0000,False,False,005G0000003SxRoIAK,2015-05-19T20:13:13.000+0000,005G0000003SxRoIAK,2025-01-24T13:54:25.000+0000,0055o0000019VX9AAM,2025-01-24T13:54:25.000+0000,(519)804-9990,(519) 589-1054,lisa@grfs.ca,(226)896-1892,,,,,,,,,,Empire Life,Empire Life,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3971.0
5001600000fbgqdAAA,False,,00006967,003G0000018f7L6IAI,001G000000urMpoIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,40587002-Bennett,Medium,"Requesting rates to add ROP to this policy, resulted from the datamining exercise Lynn is working on.",True,2015-08-25T15:05:29.000+0000,False,False,005G0000002gy8vIAA,2015-05-20T15:16:45.000+0000,005G0000002gy2jIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(519)436-1878,,greg.gore@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,3970.0
5001600000fbquIAAQ,False,,00006968,003G0000018f71hIAA,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Tax on commuted value may result in loss of annuity,Medium,"Shamali advised a client to commute their pension rather than accept a life pension, but wants the money to go into an annuity.  Now the bank has advised the client this will result in substantial income tax.",True,2015-05-21T13:27:21.000+0000,False,False,005G0000002gy7yIAA,2015-05-21T13:27:09.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905)330-1951,(905) 330-1951,shamali.das@dasanddaughter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3969.0
5001600000fbrbCAAQ,False,,00006969,003G0000018f7ItIAI,001G000000urMvlIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Muslim can't own banks/trusts/companies that charge interest for Mackenzie RESP,Medium,"other than exotic sectors, like resource/precious metals/science & technology not likely going to find good choices.",True,2015-05-21T21:22:54.000+0000,False,False,005G0000002gy7yIAA,2015-05-21T14:13:52.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905)276-1177,(416) 347-3728,rharoutunian@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3969.0
5001600000fbsETAAY,False,,00006970,003G000001B3V7XIAV,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"Life and LTD average age has increased 1 year

Richard has come back wanting a decrese in dental and health. I am going to bring it down slightly to accomodate",True,2015-05-21T14:51:28.000+0000,False,False,005G0000002h840IAA,2015-05-21T14:51:16.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 989-8063,,richard.clark@sunlife.com,(204) 989-2188,,,,,,,,,,,,,,0.0,,0011600001l4YNYAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3969.0
5001600000fbsKWAAY,False,,00006971,003G0000018f7xDIAQ,001G000000urN7CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,Average agre increase by 1 year. Manual rates for dental are causing large increase. Claims have been good year over year,True,2015-05-21T14:56:53.000+0000,False,False,005G0000002h840IAA,2015-05-21T14:56:44.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,,tim@timnosworthy.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGaAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3969.0
5001600000fbsVFAAY,False,,00006972,0035o000007WVK9AAO,0015o000008CydCAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"Life & LTD average age increased by 1 year. Good claims experience, large increases are due to manual rates.",True,2015-05-21T15:04:51.000+0000,False,False,005G0000002h840IAA,2015-05-21T15:04:41.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)478-8500,(204) 791-8382,pedmond@efgi.com,,,,,,,,,,,,,,,0.0,,0011600001l4YH3AAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3969.0
5001600000fbtUwAAI,False,,00006973,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"Life: Added 1 male 40-44. Average age stayed the same
LTD average age +1 year. Added 1 male 40-44",True,2015-05-21T15:58:33.000+0000,False,False,005G0000002hWfaIAE,2015-05-21T15:58:21.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YMHAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3969.0
5001600000fbz5OAAQ,False,,00006974,0031600002B9qkLAAR,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Policy Change quotes,Low,"Discussed the process with Kim and how the PUA may pay off the loans on some inforce policies she has taken over. 
There are two Term sales there for her.",True,2015-09-10T14:45:41.000+0000,False,False,005G0000002gyG3IAI,2015-05-21T19:58:38.000+0000,005G0000002gyG3IAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,"(519) 967-1180 , X4217",,kimberley.juras@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,3969.0
5001600000fbzCPAAY,False,,00006975,003G0000018f6eGIAQ,001G000000urMpjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,UL Product questions,Low,"Martin had some UL questions about fee associated with an inforce policy and how much was acutally going into the investment.
The tax was not included in the fee and that is where the discrepency was.",True,2015-05-21T20:07:27.000+0000,False,False,005G0000002gyG3IAI,2015-05-21T20:06:26.000+0000,005G0000002gyG3IAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(519)991-5319,,martin.sobocan@sobocanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,1.0,0.0,0.0,,False,3969.0
5001600000fc0RQAAY,False,,00006976,003G0000018f6fnIAA,001G000000urMqrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,"Preferred Series rules for client told TD will lower his cost by $2,000",Medium,"Greg and I discussed how PS1 and PS2 works,
$500k / $100k in series

He thought this was a ""per client"" rule;  NO it is a household rule so if HIM has $600k alone, then all of her assets can be in PS provided at least $100k",True,2015-05-22T20:11:52.000+0000,False,False,005G0000002gy7yIAA,2015-05-21T21:35:18.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905) 277-1234 x318,(416) 520-9939,greg.archee@freedom55financial.com,(905) 277-3577,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3969.0
5001600000fc0RzAAI,False,,00006977,003G0000018f70bIAA,001G000000urMoOIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Darren and Susan Stratton,Medium,Min Funded UL question,True,2015-05-21T21:37:37.000+0000,False,False,005G0000004dZxMIAU,2015-05-21T21:36:12.000+0000,005G0000004dZxMIAU,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(403)862-1402,(403) 862-1402,mark@crawfordfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,0.0,0.0,0.0,,False,3969.0
5001600000fc0VNAAY,False,,00006978,003G0000018f6cuIAA,001G000000urMqcIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,GWL GIO for 11 years inside a RRIF because London Life doesn't offer this term,Medium,Had Jenn Sra send the broker contract to John today,True,2015-05-21T21:39:21.000+0000,False,False,005G0000002gy7yIAA,2015-05-21T21:39:07.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905)276-1177,(416) 305-4138,john.jarosz@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,Marketing Piece,0.0,0.0,0.0,,False,3969.0
5001600000fc1xDAAQ,False,,00006979,0030A0000029pnlQAA,001G000000vkv1UIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Add Ind. Contactors Class,Low,"Met with P.A, did admin meeting. Reqested to sign letter advising there were no ind. contractors as there was an error on the M.A according to Carrie. Owner said there is one Ind. Contractor on the plan. Got letter to amend in order to inc contractors. Emailed Marianne at H.O for back dating.

May 22nd, 2015 - Approved by Marianne to add class 2 - Ind. Contractors",True,2015-05-22T18:30:04.000+0000,False,False,005G0000002gyFsIAI,2015-05-22T05:31:31.000+0000,005G0000002gyFsIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(250)701-8354,,onkar.heer@gmail.com,(250)483-6408,,,,,,,,,,,,,,0.0,,0011600001mZ36aAAC,0.0,False,,,,,,005G0000002gyFsIAI,,,,,,,0.0,0.0,0.0,,False,3968.0
5001600000fc3QpAAI,False,,00006980,0031600002EU6MSAA1,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,His 1st pension transfer and how to compare income to the pension,Medium,"We ran annuity quote
We ran LIF income illustration (mid income and max income)
We accumulated the capital being transferred out for another 27 years at 3, 4, 5, 6 %
Then we used that accumulated future value to illustrate income",True,2015-05-22T13:23:09.000+0000,False,False,005G0000002gy7yIAA,2015-05-22T13:23:00.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(416)889-5488,(416) 889-5488,jon@jjtfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Quotation;Presentation,0.0,0.0,0.0,,False,3968.0
5001600000fc3ZNAAY,False,,00006981,003G0000018f6QkIAI,001G000001kFkIyIAK,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,TFSA for a client living in England?,Medium,"No, you don't have contribution room if not living in Canada.
You can't do business for a non-resident",True,2015-05-22T13:33:58.000+0000,False,False,005G0000002gy7yIAA,2015-05-22T13:33:48.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(416)428-7728,(416) 428-7728,mike.stapleton@blackbrickcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3968.0
5001600000fc3cqAAA,False,,00006982,0031600002EUB6fAAH,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Can a TFSA invest in funds?,Medium,"She thought it had to be a ""bank"" TFSA owning a product like a bank account.  She was delighted to hear any investment can be owned inside a TFSA the same as an RRSP",True,2015-05-22T13:39:48.000+0000,False,False,005G0000002gy7yIAA,2015-05-22T13:38:25.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905) 276-1177 x581,,monika.banfield@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3968.0
5001600000fc4h3AAA,False,,00006983,003G0000018f7saIAA,001G000000urNDnIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Shawn Leslie,Medium,"Policy# 279312 
Demographic Pages saved in folder on J Drive.
- average age stayed the same
- added 1 male & 1 female
- carved out drug card lsat year. Used same credability as other benefits to calculate rate change",True,2015-06-05T14:25:42.000+0000,False,False,005G0000002h840IAA,2015-05-22T14:52:38.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(416)492-4300,,shawn@lesliegroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUbjlAAC,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3968.0
5001600000fc6ZkAAI,False,,00006984,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review Wills,Low,Oilund,True,2015-05-22T16:45:38.000+0000,False,False,005G0000002heHMIAY,2015-05-22T16:45:29.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3968.0
5001600000fcA6IAAU,False,,00006985,0030A0000029klsQAA,001G000000vlseHIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Warman Wood Products,Medium,Add Dental to policy,False,,False,False,005G0000004cvzgIAA,2015-05-22T20:49:31.000+0000,005G0000002gyEtIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(306)652-7225,(306) 261-6965,kdornan@sentinelgroup.ca,(306)665-7754,,,,,,,,,,,,,,0.0,,0011600001lUnIvAAK,0.0,False,,,,,,005G0000004cvzgIAA,,,,,,,2.0,0.0,0.0,,False,3968.0
5001600000fcC9HAAU,False,,00006986,003G0000029myZCIAY,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Fix Income Market,Medium,"Mr. Xue, a financial advisor from toronto northwest, has approximately $600,000 invested in LL New Seg Conservative Profile fund. The recent fix income market down turn makes the advisor nervouse about the investment. The advisor approached me for some help. 
I explaned the reasons for the recent market change using the GLC market commentary, and give the advise accordingly. 
The advisor is satisfied.",True,2016-08-08T17:15:31.000+0000,False,False,005G0000002gyCuIAI,2015-05-23T14:32:19.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,905-475-0122,,li.xue@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Analysis Document,1.0,0.0,0.0,,False,3967.0
5001600000fcF48AAE,False,,00006987,003G0000018f7yCIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 15, 2015 Renewal",Medium,"- Average age increased 1 year (Life)
- Average age decreased 1 year (LTD)
- Good claims experience (except vision), was able to make money on this case",True,2015-05-26T16:27:00.000+0000,False,False,005G0000002h840IAA,2015-05-25T13:54:52.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)822-3953,(204) 325-0109,bob@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIQAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3965.0
5001600000fcF5VAAU,False,,00006988,0030A0000029oG6QAI,001G000000vkZKXIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"Average age increased by 1 year
Large manual pull on LIfe & LTD. Was not able to put through the full asking amount",True,2015-05-25T14:03:11.000+0000,False,False,005G0000002h840IAA,2015-05-25T14:03:03.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)955-8227,,geraldo@mts.net,,,,,,,,,,,,,,,0.0,,0011600001l4YOSAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3965.0
5001600000fcFAVAA2,False,,00006989,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Penner - Fee concerns,Medium,Client called Dave concerned about the fees he is paying. Dave is assuming that he has been approached by his bank and requested a fee breakdown for the client. Wanda prepared and forwarded to Dave for his meeting this evening.,True,2015-05-25T14:45:21.000+0000,False,False,005G0000002gy6dIAA,2015-05-25T14:45:06.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,Bank,Other,,,0.0,,,0.0,False,Bank,,,,,005G0000002gy6dIAA,,,,,,Analysis Document,2.0,0.0,0.0,,False,3965.0
5001600000fcFBOAA2,False,,00006990,0035o000007WVK9AAO,0015o000008CydCAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Overcontribution,Medium,Paul called regarding client who had overcontributed to his RRSP. He wanted someone at Quadrus to help Eileen complete the CRA form. Eileen will fax form to Wanda who will look it over.,True,2015-05-25T14:48:49.000+0000,False,False,005G0000002gy6dIAA,2015-05-25T14:48:32.000+0000,005G0000002gy6dIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)478-8500,(204) 791-8382,pedmond@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,3965.0
5001600000fcFHgAAM,False,,00006991,003G0000018f7yCIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- 2 more males
- average age decreased 3 years (life), decreased 2 years (LTD)
- 3 new males under 25
- Great experience, have loaded the renewal as Bob usually comes back to negociate",True,2015-05-25T15:16:56.000+0000,False,False,005G0000002h840IAA,2015-05-25T15:16:44.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)822-3953,(204) 325-0109,bob@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIUAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,1.0,0.0,0.0,,False,3965.0
5001600000fcFK7AAM,False,,00006992,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- average age decreased 2 years
- added 1 femal under 25
- lost 1 male 40-44
- good experience and manual rates. Was able to load renewal slightly",True,2015-05-25T15:34:14.000+0000,False,False,005G0000002hWfaIAE,2015-05-25T15:34:00.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YMJAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3965.0
5001600000fcFhoAAE,False,,00006993,003G0000018f6ZOIAY,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Rebalancing to ensure client's invested appropriately,Medium,"May 25: This is a family case for Al.  He wants to review clients recommendation to ensure it is in line with risk tolerance, but as well accounts for alot of the new funds we launched.",True,2015-06-12T16:58:12.000+0000,False,False,005G0000002gy4OIAQ,2015-05-25T18:38:32.000+0000,005G0000002gy4OIAQ,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(519)996-5203,(519) 996-5203,al@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,2.0,0.0,0.0,,False,3965.0
5001600000fcIFAAA2,False,,00007007,003G0000018f6u1IAA,001G000001XMIX1IAP,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Non-residency inquiry,Medium,Danielle needed to know investment options for non-resident client who hold a LIF with Quadrus,True,2015-05-26T13:29:03.000+0000,False,False,005G0000002gxzdIAA,2015-05-26T13:28:14.000+0000,005G0000002gxzdIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcL7nAAE,False,,00007008,0030A0000029fW1QAI,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same number of employees, average age gone up from 42 to 47 which impacted pooled rates, also we were investing prior years, so we are quite behind. They had high claims for experienced benefits this year and overall their increase is 23%. I will be contacting advisors to discuss on possible amendment options if they are concerned on the increase.",False,,False,False,005G0000002gy2sIAA,2015-05-26T15:54:40.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)489-4640,,mario.collette@investorsgroup.com,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001lUji5AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcLREAA2,False,,00007009,003G0000018f6vCIAQ,001G000000vkdceIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,Added 6 employees which brought ave age down however behind on pooled due to initial discounting when the case was sold. Passing on close to manual to manual change.They had littile to no claims for experienced benefits therefore big reductions in indicated.,False,,False,False,005G0000002gy2sIAA,2015-05-26T16:11:14.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(780)975-3637,(780) 975-3637,kevin@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,001G000001V7NIpIAN,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcLbJAAU,False,,00007010,003G000001Q26gFIAR,0015o000008Cyf0AAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"Added 2 people, average age staying the same. There was a negotiation done last year and behind on pooled. Have bad experience this year for experience rated benefits.

Revised AY June 5",False,,False,False,005G0000002gy2sIAA,2015-05-26T16:18:37.000+0000,005G0000002gy2sIAA,2025-02-06T18:22:57.000+0000,0055o0000019VX9AAM,2025-02-06T18:23:00.000+0000,(204)953-1600,(204) 792-9585,kevin@mcfaddenbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUjhAAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcLoNAAU,False,,00007011,003G0000018f7wxIAA,001G000000urN83IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"Added 1 employee and lowered their average age a bit. Calims are coming in just under TLR, passing on the trends for HC.

Revised July 3 AY",False,,False,False,005G0000002gy2sIAA,2015-05-26T16:29:19.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)989-7676,,jason@wpg-plan.com,,,,,,,,,,,,,,,0.0,,001G000001Lci6IIAR,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcLvEAAU,False,,00007012,003G0000018f72sIAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,Added 1 employee with 2 years increase in ave age. Little to no claims.,False,,False,False,005G0000002gy2sIAA,2015-05-26T16:34:31.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)624-7413,(807) 630-2574,john@covellofinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGSAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcM2AAAU,False,,00007013,003G0000018f7xCIAQ,0015o000008CydDAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- Average agre increased 8 years (Life), added 2 male EE's (30-34 and 45-49)
-Average age went up 9 years (LTD). Same as above)
- Also lost 1 male under 25
- Very high STD claims 2.5 on a .69
- Good claims experience on HC and Drugs. Manual rates are holding back the decreases we could potentially give them
- Vision claims have been very high the last 2 years",True,2015-05-26T16:42:12.000+0000,False,False,005G0000002h840IAA,2015-05-26T16:41:04.000+0000,005G0000002h840IAA,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204) 946-8179,,pat@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGZAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcM9gAAE,False,,00007014,003G0000018f7wxIAA,001G000000urN83IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"same demographic as last year. Negotiation was done last year and increase went down from 17% to 8%. This is impacting this years renewal and we are so behind for all experience ratd benefits. I will have to discount heavily to make sense of this years renewal.

Revised AY June 5
Revised 2 AY July 3",False,,False,False,005G0000002gy2sIAA,2015-05-26T16:47:26.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)989-7676,,jason@wpg-plan.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGmAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcMNwAAM,False,,00007015,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- 2 life group
- average age increased 1 year
- Good claims experinence. Manual driving rates up",True,2015-05-26T16:57:52.000+0000,False,False,005G0000002h840IAA,2015-05-26T16:57:42.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFzAAK,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcMWeAAM,False,,00007016,003G0000018f7xoIAA,001G000000urN74IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"same demographic, aged by 1 year. Dental manual has gone up by 219% which is really killing my execusion.",False,,False,False,005G0000002gy2sIAA,2015-05-26T17:03:27.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 956-9861,,roger_belton@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUjHuAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcQihAAE,False,,00007017,003G0000018f7xdIAA,0015o000008CydJAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,lost 1 employee and ave age went up by 2. High claims on DC.,False,,False,False,005G0000002gy2sIAA,2015-05-26T20:30:26.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,1 (866) 623-5481,(204) 623-0561,rveito@tipipartners.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGxAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcQu9AAE,False,,00007018,003G0000018f7x2IAA,001G000000urN7kIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"same demographic as last year. HC manual has been increased significantly and pulling up the indicated.

Revised June 3",False,,False,False,005G0000002gy2sIAA,2015-05-26T20:39:45.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,,bryan.tinling@mymts.net,,,,,,,,,,,,,,,0.0,,0011600001lUjkBAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcRBjAAM,False,,00007019,003G0000018f6vCIAQ,001G000000vkdceIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,lost 6 employees from last year. Very low claims except for DC.,False,,False,False,005G0000002gy2sIAA,2015-05-26T20:54:58.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(780)975-3637,(780) 975-3637,kevin@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjGKAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3964.0
5001600000fcVDCAA2,False,,00007021,003G000001veM3iIAE,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Client is joining her ER pension and he is asking if he can do it instead?,Medium,"No,  you can assist in transferring out a pension when the EE leaves but you cannot be hired to manage any funds going into her pension",True,2015-05-27T13:23:15.000+0000,False,False,005G0000002gy7yIAA,2015-05-27T13:23:09.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3963.0
5001600000fcWYpAAM,False,,00007022,003G0000018f76fIAA,001G0000019qYE9IAM,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Added CI,,,False,,False,False,005G0000002gyCOIAY,2015-05-27T14:42:50.000+0000,005G0000002gyCOIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(705)806-8341X4267,(705) 690-4258,sean@monahanfinancial.ca,(705)805-7806,,,,,,,,,,,,,,0.0,,0011600001lUfcyAAC,0.0,False,,,,,,005G0000002gyCOIAY,,,70116000000TGGdAAO,,,,0.0,0.0,0.0,,False,3963.0
5001600000fcdU1AAI,False,,00007023,003G0000018f7rlIAA,0015o000008Cz0AAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Lawson Auto - Costco coinsurance option,Medium,"Drugs are currently at 80% coinsurance.  AQ illustrating Costco coinsurance option at 80%/90%.
Proposed July 1st effective date.",False,,False,False,005G0000002gyEtIAI,2015-05-27T21:02:48.000+0000,005G0000002gyEtIAI,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,(306)986-1357,,tgrabowski@bmabenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUmdMAAS,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,3963.0
5001600000fcjRcAAI,False,,00007036,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- average age increaed 1 year
- good HC claims experience (manual driving it way up)
- high drug experience",True,2015-05-28T15:58:48.000+0000,False,False,005G0000002h840IAA,2015-05-28T15:33:22.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFoAAK,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcjaAAAQ,False,,00007037,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"6 Mil Holdings
- average age went down a year, but 2 employees shifted into the 60+ category, which is causing the life rate to increase
- good drug claims, but high health, dental and vc claims",True,2015-05-28T16:07:46.000+0000,False,False,005G0000002h840IAA,2015-05-28T15:39:54.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,001G000001dsHgGIAU,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcjgNAAQ,False,,00007038,0030A0000029a8OQAQ,001G0000019q2fTIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- Average age went down 2 years. Added 2 new employees (male)
- Good claims experience for drugs. health & denal is a little high, but manual rates are pulling the rates up higher.

David came back with rate requests, and I was able to accomodate all of them",True,2015-05-28T15:45:31.000+0000,False,False,005G0000002h840IAA,2015-05-28T15:45:22.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)984-9455,,glen.middleton@hubinternational.com,,,,,,,,,,,,,,,0.0,,0011600001l4YOGAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fckOoAAI,False,,00007039,003G0000018f7xBIAQ,001G000000urN7uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- average age went up 1 year
- Good drugs experince
- very high health experience. VC experience is good this year but was poor last year",True,2015-05-28T16:20:58.000+0000,False,False,005G0000002h840IAA,2015-05-28T16:20:52.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)992-1000,(204) 880-5669,mdaoust@taxvantage.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGHAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcmFtAAI,False,,00007040,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- added 2 male
-average age stayed the same
- good overall claims experience except for HC.",True,2015-05-28T17:03:46.000+0000,False,False,005G0000002h840IAA,2015-05-28T17:03:41.000+0000,005G0000002h840IAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,0015o000003ueBhAAI,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcn8FAAQ,False,,00007041,003G0000018f7yeIAA,001G000000urN7vIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,went down to 11 employees from 13 with ave age went from 47 to 51,False,,False,False,005G0000002gy2sIAA,2015-05-28T17:54:36.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807) 468-3333,,gforsyth@standardinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcwVAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcnCCAAY,False,,00007042,003G000001B50PnIAJ,001G000000vlzf9IAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,28 employees to 27 this year. Ave age went up by 1 year.,False,,False,False,005G0000002gy2sIAA,2015-05-28T17:59:05.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807) 346-1632 ext 4,,david@unisonbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUjgTAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcnSZAAY,False,,00007043,003G0000018f6T7IAI,001G000000urMqlIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,In Person,,"Dirtworks $12,000 approximately",Medium,,False,,False,False,005G0000002gyDwIAI,2015-05-28T18:14:12.000+0000,005G0000002gyDwIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905) 276-1177 x 404,,david.moir@londonlife.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,0011600001lRbaeAAC,0.0,False,,,,,,005G0000002gyDwIAI,,,70116000000TE4YAAW,,,Presentation,0.0,0.0,0.0,,False,3962.0
5001600000fcpMiAAI,False,,00007044,003G0000018f7HtIAI,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"same demographic, 1 year older.
HC - manual is pulling the rates up(low claims)",False,,False,False,005G0000002gy2sIAA,2015-05-28T19:59:15.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)697-1749X103,(807) 476-7479,j.figliomeni@mbenefits.ca,(807)697-1749,,,,,,,,,,,,,,0.0,,0011600001lUjGcAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcpb4AAA,False,,00007045,003G0000018f7HtIAI,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,dropped #s of employees from 11 to 7 with average age went up from 34 to 37. decent claim experience for the current year however they had high claims previous year which still impacting the rates.,False,,False,False,005G0000002gy2sIAA,2015-05-28T20:10:43.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)697-1749X103,(807) 476-7479,j.figliomeni@mbenefits.ca,(807)697-1749,,,,,,,,,,,,,,0.0,,0011600001lUjGdAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcpitAAA,False,,00007046,003G0000018f7HtIAI,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,lost 2 employees and now they are down to 13 employees. Aver age went from 53 to 52. Decent experience.,False,,False,False,005G0000002gy2sIAA,2015-05-28T20:17:38.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)697-1749X103,(807) 476-7479,j.figliomeni@mbenefits.ca,(807)697-1749,,,,,,,,,,,,,,0.0,,0011600001lUhoAAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcpu6AAA,False,,00007047,003G000001B50PnIAJ,001G000000vlzf9IAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"Huge group( over$17,000/month)
no major change to demographic with 90% credible.
Passing on indicated for most benefits",False,,False,False,005G0000002gy2sIAA,2015-05-28T20:28:06.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807) 346-1632 ext 4,,david@unisonbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUjhJAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcq8IAAQ,False,,00007048,003G000001ARYLcIAP,001G000000vkcfNIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"no demographic change, 1 year older.
above TLR for all benefits for 2 years.

Revised for pooled rates June 26",False,,False,False,005G0000002gy2sIAA,2015-05-28T20:43:25.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807) 684-1835,,wilma@thebenefitexperts.com,(807) 344-2117,,,,,,,,,,,,,,0.0,,0011600001lUjfoAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcqAPAAY,False,,00007049,003G000001JdaEmIAJ,001G000000urN6UIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Zipperlock - add IC class,Medium,,False,,False,False,005G0000002gyEtIAI,2015-05-28T20:47:01.000+0000,005G0000002gyEtIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(306) 934-5540,,alison.ellis@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,0011600001lUnHCAA0,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcqPxAAI,False,,00007050,0031600002VLUMSAA5,001G000000vkeKQIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- added 4 male employees
-average age went down 6 years
- good claims experience overall. dental claims were high (but lower than that previous year)",True,2015-05-28T21:03:56.000+0000,False,False,005G0000002h840IAA,2015-05-28T21:03:50.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 822-6887,,reg@gallerywealth.ca,(204) 822-1978,,,,,,,,,,,,,,0.0,,0011600001l4YMjAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcqY6AAI,False,,00007051,0030A0000029awQQAQ,001G000000vkZGLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- avergage age incred 3 years. group is really far away from Manual. Not able to put through full requested increase
- Group was too far off manual on pooled benefits to be able to make up for it on the experience rated benefits. Had to invest.",True,2015-05-28T21:13:45.000+0000,False,False,005G0000002h840IAA,2015-05-28T21:13:38.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)942-0936,,jason@rcsinsurance.ca,(204)942-8660,,,,,,,,,,,,,,0.0,,0011600001l4YMhAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3962.0
5001600000fcrJMAAY,False,,00007052,003G000001EEzfzIAD,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Glen Den - add Division,Medium,Glen Den has purchased a business and they wish to add a division.,False,,False,False,005G0000004cvzgIAA,2015-05-28T22:27:20.000+0000,005G0000002gyEtIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(306) 463-4848,,gerry.bosch@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001lUnIXAA0,0.0,False,,,,,,005G0000004cvzgIAA,,,,,,,1.0,0.0,0.0,,False,3962.0
5001600000fctPEAAY,False,,00007053,003G0000018f7kbIAA,001G000000urMzMIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Late Applicant,Medium,"Spoke with advisor regarding a late app that has been declined for LTD. Looking for an open enrollment opportunity as advisor feels its not right that the be considered late (new plan admin etc). They were offered a solution originally however (to add employee eff d.o.e. and pay back premiums) the client didn't send in the letter to do so. The employee completed and submitted the EOI form and was declined.
The advisor let me know that there weren't any other employees that need to go on the plan therefore is requesting we still do something so that this employee can be on the plan.",True,2015-06-12T14:28:00.000+0000,False,False,005G0000002gyAKIAY,2015-05-29T12:39:29.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(902) 752-3510,(902) 759-2154,,,,,,,,,,,,,,,,0.0,,0011600001lUjsUAAS,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fcwIRAAY,False,,00007054,003G000001D2DUPIA3,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Trowel Trades - Refund of Paid Claims,Low,"Advisor has requested we go through a plan members claims and request re-payment as they should have been covered by WCB. After the claims were updated in our system and repayment was demanded the advisor changed his mind. However, we now require confirmation from WCB to reverse our decision. Advisor has said he will cover the repayment as the plan member cannot afford it. As of May 29, 2015 we have not received this repayment. There are now pending claims for the EE on hold until repayment is received, or we receive direction to apply the amount to the outstanding debt.  See Client File.

cheque from advisor received Jun 8th and sent to Laura Pratt at BPO.",True,2015-06-08T21:25:48.000+0000,False,False,005G0000002gyDHIAY,2015-05-29T14:54:44.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(250) 586-0644,,thebenefitsguy@shaw.ca,(250) 951-2066,,,,,,,,,,,,,,0.0,,0011600001lUjNlAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fcyGMAAY,False,,00007055,0030A0000029lkCQAQ,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,added 1 emoloyee and now it is 5 live groups with average age at 41 (42 last year) No claims for HC and Drug,False,,False,False,005G0000002gy2sIAA,2015-05-29T16:42:57.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)223-6121,,sig.olson@sunlife.com,(807)221-3296,,,,,,,,,,,,,,0.0,,0011600001lUjfbAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fcyS3AAI,False,,00007056,003G0000018f6uNIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"same # of lives, age gone up by 1.
Manual rates went up significantly for Life & DEp Life.
good experience for experience rates benefits.",False,,False,False,005G0000002gy2sIAA,2015-05-29T16:52:52.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)935-1760,(807) 251-9444,kyle@shaenwealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGDAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fczw4AAA,False,,00007057,0030A0000029dJMQAY,001G000000vkHHXIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Late Applicant,Medium,"We recently received an application in our office for the owner’s son. There is a 3 month waiting period on this plan and I was calling to confirm this employee was working the number of hours to be on the plan as of the date written on the app. Which he was.  Since there is LTD on this policy the employee either needs to be underwritten or the employer can pay retro premium to be on the plan. The employer didn't want to listen to the options I had to offer, he was very rude. He's threatened to leave GWL. I told him I would see what I can do, but I won't be able to build a case to get this approved.  Left a message for Elizabeth June regarding all this.",True,2015-08-28T15:26:16.000+0000,False,False,005G0000002gyFsIAI,2015-05-29T18:21:02.000+0000,005G0000002gyFsIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(250)385-1471,,elizabethjune@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001lUhPjAAK,0.0,False,,,,,,005G0000002gyFsIAI,,,,,,,1.0,0.0,0.0,,False,3961.0
5001600000fd0IeAAI,False,,00007058,003G000001So7UWIAZ,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Foreign beneficiary,Low,All contact via Kelly Ganter,True,2015-05-29T18:40:24.000+0000,False,False,005G0000002heHMIAY,2015-05-29T18:40:15.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(780)428-8585,,nnenne.ikejiani@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fd0UfAAI,False,,00007059,003G0000018f72sIAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"5 lives went down to 2 this year with average age went up by 4 years.
great experience except for DC and manual is pulling the rates up however this is a first year renewal.",False,,False,False,005G0000002gy2sIAA,2015-05-29T18:50:30.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)624-7413,(807) 630-2574,john@covellofinancial.com,,,,,,,,,,,,,,,0.0,,001G000001Tr3ElIAJ,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fd0V9AAI,False,,00007060,003G0000018f7z2IAA,001G000000urN79IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- average age increase 2 years
- gianed 1 female",True,2015-05-29T19:00:30.000+0000,False,False,005G0000002h840IAA,2015-05-29T18:51:14.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 478-8500,,jbrownell@efgi.com,,,,,,,,,,,,,,,0.0,,0011600001l4YMMAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fd0kOAAQ,False,,00007061,003G0000018f7xXIAQ,0015o000008CyeqAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- added 1 male
- good claims experience
- manual driving health rates up",True,2015-05-29T19:07:02.000+0000,False,False,005G0000002h840IAA,2015-05-29T19:06:52.000+0000,005G0000002h840IAA,2024-02-26T19:33:18.000+0000,0055o0000019VX9AAM,2024-02-26T19:33:18.000+0000,,,bob@intentplanning.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YICAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fd0s8AAA,False,,00007062,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- added 2 males
- average age stayed the same (life), went up 1year for LTD
- good claims experience on HC (manual is not allowing us to discount as much)
- really far away from manual on life",True,2015-05-29T19:14:18.000+0000,False,False,005G0000002h840IAA,2015-05-29T19:14:06.000+0000,005G0000002h840IAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGjAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fd0zxAAA,False,,00007063,003G0000018f7xXIAQ,0015o000008CyeqAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- average age increased 2 years (life)
-average age increased 3 years (ltd)
- lost 7 males
- manual is driving increase for Drugs and DC
- HC claims very high",True,2015-05-29T19:22:33.000+0000,False,False,005G0000002h840IAA,2015-05-29T19:22:25.000+0000,005G0000002h840IAA,2024-02-26T19:33:18.000+0000,0055o0000019VX9AAM,2024-02-26T19:33:18.000+0000,,,bob@intentplanning.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIDAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fd1T4AAI,False,,00007064,003G0000021VKc7IAG,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Client claims MER deductibiility for their RRSP?,Medium,"No, not permitted under Income Tax Act.
Will explore further

She also has a corp so indicated that too permits deductibility?",True,2015-05-29T19:51:20.000+0000,False,False,005G0000002gy7yIAA,2015-05-29T19:51:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,(416) 414-6586,devon.stutz@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fd1UCAAY,False,,00007065,003G000001a3FRcIAM,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RPP pension transfer case,Medium,"His 1st 2151 and didn't understand what locking in endorsement was or why form didn't indicate the LIRA as a plan option

Also needs to open the account on Investment Centre and use that account number on the 2151",True,2015-05-29T19:53:00.000+0000,False,False,005G0000002gy7yIAA,2015-05-29T19:52:54.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905)363-5800,(416) 533-1411,fabrizio@maia.team,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fd1WhAAI,False,,00007066,0031600002B9rcdAAB,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"CGI shares ""registered"" and verbal authorization to move to us",Medium,"client indicated the shares are held with ComputerShare (and are registered) which Joe assumed meant RRSP?  Likely not since the client is unware and Compushare indicated a TARI is not needed if they are cashing out and sending a cheque to us
Has no paperwork to support the transfer.
They may act on the EE instructions to send a cheque, but this would be a taxable disposition then since ""registration"" in this case refers to being registered to the person (not a registered plan)",True,2015-05-29T19:55:58.000+0000,False,False,005G0000002gy7yIAA,2015-05-29T19:55:53.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905)277-1234,(416) 524-7722,josephf@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3961.0
5001600000fdAX7AAM,False,,00007067,003G0000018f6wOIAQ,001G000000urMo8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Combined Systems - Open Enrolment Request,Medium,"Requesting an open enrolment effective July 1, 2015 for 2 EE's. See client file for more info. 
Request for open enrolment sent to HO May 31, 2015.

HO approved for July 1, 2015. Enrolments sent to HO June 5th.",True,2015-06-08T21:27:16.000+0000,False,False,005G0000002gyDHIAY,2015-05-31T16:54:57.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(604)727-7355,(604) 727-7355,mike@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUdLVAA0,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3959.0
5001600000fdHA5AAM,False,,00007068,003G0000018f7FKIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RRSP transfer from bank GIC's but client is Age 70 so should he RRIF?,Medium,"You can do either.
Bring GIC's into RRSP, then RRIF.  The RRIF permits the tranfer from the RRSP to take place at a designated time if you outline a date.  Then the RRIF permits income to commence anytime next year

Or, you can RRIF right away/ then transfer the CIG's intot he RRIF directly
Ron was concerned taking $60,000 from the bank and DSC the entirety causes a DSC once the RRIF commences?   No, unless the RRIF income exceeds 10%",True,2015-06-01T14:38:28.000+0000,False,False,005G0000002gy7yIAA,2015-06-01T14:38:19.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905)276-1177,(416) 560-8467,ron.nagy@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,,0.0,0.0,0.0,,False,3958.0
5001600000fdNENAA2,False,,00007069,003G000001ZNgm7IAD,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Sunlife vs GWL CI,Low,"met with Jeff today to help him position our CI against Sunlife , who has Acquired Brain Injury as a covered condition. 
He needs to know when the policy was issued and how much the client is paying for ABI to see if we can compete.",True,2015-06-01T19:21:31.000+0000,False,False,005G0000002gyG3IAI,2015-06-01T19:21:02.000+0000,005G0000002gyG3IAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(519) 967-1180 x335,,jeffery.couvillon@freedom55financial.com,(519) 967-1234,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,3958.0
5001600000fdOlSAAU,False,,00007070,003G0000018f73YIAQ,001G000000urMrUIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,End Client Question,Email,,Review of HWN clients,Low,"All in All the clients is doing fairly well (they are over 14 +  %  since inception the negative return is with the Labour Sponsored Fund in the RRSP -) 
That said, I don’t think you have any major changes to make other than considering shifting some fixed income to more interest rate protective segs either our NEW LL (Mac) Floating Rate fund or more LL Corporate Bond fund 
As well as consider migrating some Canadian Focused Equity to our NEW LL (Putnam) U.S. Low Volatility funds.",False,,False,False,005G0000002gxxoIAA,2015-06-01T20:39:50.000+0000,005G0000002gxxoIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905)403-6023X211,,jason.ricard@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxoIAA,,,701G0000000aqzJIAQ,,,Analysis Document;Concept,0.0,0.0,0.0,,False,3958.0
5001600000fdZVDAA2,False,,00007071,003G000001EEyaVIAT,0015o000008Cyi9AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Grant is showing $20k JLTD,Medium,spoke about paid on first vs paid on last,True,2015-06-02T19:14:25.000+0000,False,False,005G0000003SxRoIAK,2015-06-02T19:14:16.000+0000,005G0000003SxRoIAK,2025-01-24T13:54:25.000+0000,0055o0000019VX9AAM,2025-01-24T13:54:25.000+0000,(519)222-0941,(519) 222-0941,grant.baker@financialhorizons.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdZYvAAM,False,,00007072,003G0000018f7xiIAA,001G000000urN7JIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"lost 1 employee but ave age went down by 2 to 42.
Good experience.",False,,False,False,005G0000002gy2sIAA,2015-06-02T19:16:58.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)272-9670,,stephen@entrustfs.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjHLAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdZucAAE,False,,00007073,003G0000018f7xbIAA,0015o000008CydJAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"lost 6 employees and ave age went up by 6.
Since this is a first nation group, their rates were really low. However with the demographic changes, their increase is huge when you look at the % but when you look at the individual rates, they are understandable.",False,,False,False,005G0000002gy2sIAA,2015-06-02T19:36:37.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,,rveito@tipipartners.com,,,,,,,,,,,,,,,0.0,,0011600001l4YHcAAM,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fda35AAA,False,,00007074,0030A0000029ob5QAA,001G000000wjNrAIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"lost 2 employees and now down to 3 lives with ave age went up by 10 years. Since their credibility is low, they are getting hit by the manual increase due to demographic change.",False,,False,False,005G0000002gy2sIAA,2015-06-02T19:43:11.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)943-6828,,darren.anderson@ig.ca,,,,,,,,,,,,,,,0.0,,0011600001lUji2AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdaOXAAY,False,,00007075,0030A0000029kXRQAY,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"2 life group with 1 employee at age 81.
High claims on DC.",False,,False,False,005G0000002gy2sIAA,2015-06-02T20:00:53.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,,gilbert.cloutier@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUkkBAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdaWCAAY,False,,00007076,003G000001ARQ0WIAX,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"added 5 males and ave age went up by 1 year.
a bit high on DC claims.

Revised June 29",False,,False,False,005G0000002gy2sIAA,2015-06-02T20:08:14.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,,angela.macintosh@jgbenefits.ca,,,,,,,,,,,,,,,0.0,,0010A000007Nt3tQAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdaaTAAQ,False,,00007077,0030A0000029brnQAA,001G000000vkelAIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"added 2 males and ave age went up by 1 year.
over 200% loss ratio for HC.",False,,False,False,005G0000002gy2sIAA,2015-06-02T20:12:19.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)274-7115,,susan.bodnarchuk@optimize.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjILAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdad3AAA,False,,00007078,0030A0000029fhGQAQ,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"lost 1 employee and ave age stayed the same.
Over TLR on HC Drug and VC.",False,,False,False,005G0000002gy2sIAA,2015-06-02T20:14:25.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)943-6828,,chris.major@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,0011600001lUjiQAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdah0AAA,False,,00007079,003G0000018f7yqIAA,001G000000vko0MIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"lost 7 employees with ave age went down by 1.
over 110% loss ratio for DC.",False,,False,False,005G0000002gy2sIAA,2015-06-02T20:17:40.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807) 625-8442,,michael.brady@dfsin.ca,(807) 623-6465,,,,,,,,,,,,,,0.0,,0011600001lUjIDAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdancAAA,False,,00007080,0030A0000029jjtQAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"added 1 employee and ave age went don by 3 years for Life.For LTD, ave age went down by 4. Right at TLR for HC claims.

Revised June 24",False,,False,False,005G0000002gy2sIAA,2015-06-02T20:23:40.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)488-1100,,rob.poapst@pb-solutions.ca,(204)488-1113,,,,,,,,,,,,,,0.0,,0011600001lUjgxAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdaqgAAA,False,,00007081,0030A0000029VLQQA2,001G000000wjNrcIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,same # of employee but ave age went up by 2.,False,,False,False,005G0000002gy2sIAA,2015-06-02T20:26:51.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)345-6263,,tania.vaillancourt@ig.ca,(807)345-0741,,,,,,,,,,,,,,0.0,,0011600001lUkk9AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdazYAAQ,False,,00007082,003G000001So9ogIAB,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"added 3 employees with volume increasing by over 20%.
over TLR on HC, DC and VC.",False,,False,False,005G0000002gy2sIAA,2015-06-02T20:35:38.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 476-2345,,mhutton@gillandschmall.com,(204) 476-2814,,,,,,,,,,,,,,0.0,,001G000001cpCbBIAU,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdbXLAAY,False,,00007083,0030A0000029cusQAA,001G000000vkcsyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- average age increased 5 years
- lost 2 males
- good claims experinece. Manual is driving the increase",True,2015-06-02T21:13:02.000+0000,False,False,005G0000002h840IAA,2015-06-02T21:12:56.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)325-4831,,hsuderman@sdnet.ca,(204)325-0952,,,,,,,,,,,,,,0.0,,0011600001l4YN9AAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdbb8AAA,False,,00007084,003G0000018f7uAIAQ,001G000000urN0CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Finger's and toes - at one life.2 more in w.p. but term letter already mailed out,Medium,,True,2015-12-16T20:03:34.000+0000,False,False,005G0000002gyGzIAI,2015-06-02T21:17:53.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(250)213-6964,(250) 213-6964,duquettefinancial75@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUgDzAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdbi4AAA,False,,00007085,0030A0000029a8OQAQ,001G0000019q2fTIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- added 1 male 50-54, no age change
-high health claims, std claims and vision claims
- group fairly far off from manual",True,2015-06-02T21:27:52.000+0000,False,False,005G0000002h840IAA,2015-06-02T21:27:45.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)984-9455,,glen.middleton@hubinternational.com,,,,,,,,,,,,,,,0.0,,0011600001lUcvvAAC,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdbrVAAQ,False,,00007086,003G000001C3ZI3IAN,001G000000wjNroIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- +2 years, lost 1 female
- good claims experience, manual rates are driving rates up",True,2015-06-02T21:41:49.000+0000,False,False,005G0000002h840IAA,2015-06-02T21:41:42.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 734-4420,,kelly.kirkpatrick@ig.ca,(204) 734-4090,,,,,,,,,,,,,,0.0,,0011600001l4YSnAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3957.0
5001600000fdh8vAAA,False,,00007087,003G0000018f7HtIAI,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"added 1 employee and ave age went up by 1.
Good experience for all benefits",False,,False,False,005G0000002gy2sIAA,2015-06-03T14:24:49.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)697-1749X103,(807) 476-7479,j.figliomeni@mbenefits.ca,(807)697-1749,,,,,,,,,,,,,,0.0,,0011600001lUjGeAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3956.0
5001600000fdhGuAAI,False,,00007088,003G0000018f7z2IAA,001G000000urN79IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Joint Ownership,Medium,Client is nearing death - holds both seg & mutual funds. Daughter had been told that they would save taxes if the accounts were changed to joint ownership. Discussed the implications with John so he could respond to client & daughter.,True,2015-06-03T14:32:09.000+0000,False,False,005G0000002gy6dIAA,2015-06-03T14:31:59.000+0000,005G0000002gy6dIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 478-8500,,jbrownell@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,3956.0
5001600000fdm4PAAQ,False,,00007089,003G000001IkUz1IAF,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,His 1st AQS quote,Medium,"We ran several different quotes and discussed guarantee period, cash refund (after income starts), return of premium (before income starts), single life, joint life",True,2015-06-03T18:54:53.000+0000,False,False,005G0000002gy7yIAA,2015-06-03T18:54:47.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905) 276-1177 x225,,matt.maslowski@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3956.0
5001600000fe0exAAA,False,,00007090,003G000001JdaEmIAJ,001G000000urN6UIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Weldfab - add drug card,Medium,Add drug card to exisitng policy,False,,False,False,005G0000002gyEtIAI,2015-06-04T20:37:23.000+0000,005G0000002gyEtIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(306) 934-5540,,alison.ellis@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmduAAC,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,0.0,0.0,0.0,,False,3955.0
5001600000fe4ewAAA,False,,00007091,003G0000018f7TlIAI,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia,Medium,June 5th - Dental ex-gratia processed in the amount of $471.30 for a plan member who was not aware of the prior extraction clause. Mg,True,2015-06-08T15:14:44.000+0000,False,False,005G0000002gxymIAA,2015-06-05T13:34:01.000+0000,005G0000002gxymIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(613) 791-3677,,gbushfinancial@bell.net,,,,,,,,,,,,,,,0.0,,001G000001bEovqIAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe59pAAA,False,,00007092,003G0000018f6bxIAA,001G000000urMoxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Exgratia CI Claim payment,Medium,"Indivual 2-weeks short of treatment free period so claim iniitally declined.  Due to advisor relationship with GWL and this long term group client, and individual being a personal client, Marcel and Melanie obtained approval to pay claim.  Letter from claims office sent to individual May 27/15--see file for details.",True,2015-06-05T14:12:03.000+0000,False,False,005G0000002gyFkIAI,2015-06-05T14:11:28.000+0000,005G0000002gyFkIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)488-2038X1,(204) 981-0556,gerry@hodsonfinancialinc.com,,,,,,,,,,,,,,,0.0,,0011600001lUbiZAAS,0.0,False,,,,,,005G0000002gyFkIAI,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe5m3AAA,False,,00007093,003G000001ARPc5IAH,001G000000vkXDzIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- +1 year, minus 1 femal
- manual is really driving up the price
- had to execute to send our a ""fair renewal""",True,2015-06-05T14:49:14.000+0000,False,False,005G0000002h840IAA,2015-06-05T14:49:03.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 447-1330,,bryan@bryanlupe.com,(204) 745-7407,,,,,,,,,,,,,,0.0,,0011600001l4YMlAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe6XTAAY,False,,00007094,003G0000018f7xYIAQ,0015o000008CyeqAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B- Renewal - Carleen Carels,Medium,"Policy #220822

Demographics saved

- average age decreaed 2 years
- added 2 males
- good claims experience",True,2015-06-11T17:28:15.000+0000,False,False,005G0000002gyHYIAY,2015-06-05T15:33:26.000+0000,005G0000002gyHYIAY,2024-02-26T19:33:18.000+0000,0055o0000019VX9AAM,2024-02-26T19:33:18.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,0011600001l4YIKAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe6YlAAI,False,,00007095,0031600002FLMeNAAX,0011600001l4YOaAAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- +1 year
- good claims experience",True,2015-06-05T15:34:32.000+0000,False,False,005G0000002h840IAA,2015-06-05T15:34:28.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 379-2214,,marty@haywoodconcrete.com,,,,,,,,,,,,,,,0.0,,0011600001l4YOaAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe6ZFAAY,False,,00007096,003G0000018f7xaIAA,0015o000008CyeyAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - August 15 Renewal - Debbie Styles,Medium,"Policy #249216

Demographics saved

- average age decrease 4 years
- added 2 females",True,2015-06-11T17:23:19.000+0000,False,False,005G0000002h840IAA,2015-06-05T15:35:14.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)957-5651,(204) 997-2988,debbie@dtslifestyles.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGDAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe6n7AAA,False,,00007097,0030A0000029hZdQAI,001G000000wjNroIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- aver age +1 year
- lost 1 male
- added 1 female
- manual rates dirving the change
- high STD claims this yeat",True,2015-06-05T15:49:11.000+0000,False,False,005G0000002h840IAA,2015-06-05T15:49:00.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)489-4640,,robert.cey@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001l4YOyAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe6yyAAA,False,,00007098,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General corporate structuring and estate planning,Medium,"Dahlke, Ralph and Rena:  level of wealth unlikely to require large premium LI",True,2015-06-05T16:00:17.000+0000,False,False,005G0000002heHMIAY,2015-06-05T16:00:00.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe7B9AAI,False,,00007099,0030A0000029lgfQAA,001G000000vkoAZIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- +1 year
- high claims experience",True,2015-06-05T16:10:02.000+0000,False,False,005G0000002h840IAA,2015-06-05T16:09:55.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)954-7524,,jeffrey@tfifinancial.ca,(204)954-7525,,,,,,,,,,,,,,0.0,,0011600001l4YOcAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe7JDAAY,False,,00007100,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,RDSP,Low,,True,2015-06-05T16:17:54.000+0000,False,False,005G0000002heHMIAY,2015-06-05T16:17:48.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe80CAAQ,False,,00007101,003G0000018f6cqIAA,001G000000urMsqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,tableau des avantages imposable mis à jour,Medium,Suite à l'amendement du 1 juin 2015,True,2015-06-05T17:00:14.000+0000,False,False,005G0000002gxzsIAA,2015-06-05T16:59:54.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,001G000001GBsqaIAD,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe80RAAQ,False,,00007102,0030A0000029YbRQAU,001G000000wjcxmIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"Removal of eft, June 5/15",Low,"Chris called and asked to have eft removed for June's premium, ( 15th), sent email to Trudy Rougeau requesting this.",True,2016-03-16T18:32:39.000+0000,False,False,005G0000002gy4FIAQ,2015-06-05T17:00:00.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(613)829-7874,,john.zouzoulas@dfsin.ca,(613)721-9781,,,,,,,,,,,,,,0.0,,0011600001lUgIgAAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe84sAAA,False,,00007103,003G0000018f6brIAA,001G000000urMp0IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Ex-gratia approved - Major Dental claim,Medium,"owner of company in the USA, broke his tooth (crown) that had been done 3 years ago, the claim was denied because of the 5  year rule, advisor requested an exception and it was approved June 2 2015",False,,False,False,005G0000002gyHTIAY,2015-06-05T17:04:44.000+0000,005G0000002gyHTIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)272-0840,(204) 981-3017,don@eatonfs.com,,,,,,,,,,,,,,,0.0,,0011600001lUbiBAAS,0.0,False,,,,,,005G0000002gyHTIAY,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000fe96uAAA,False,,00007104,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for Exception Drug - RAMQ,Medium,"group has NASQ drug plan. Rec'd a request to provide coverage for Leflunomide, a RAMQ exception drug.  

Forwarded email to Drug Services for review.
June 4th - rec'd confrimation that medication was approved.  Notified client.",True,2015-06-05T18:04:36.000+0000,False,False,005G0000002gxytIAA,2015-06-05T18:04:24.000+0000,005G0000002gxytIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlMJAA0,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feAY1AAM,False,,00007105,003G0000018f6aIIAQ,001G000000urMryIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Spousal Survivor Benefit (Aug 22/13 to Aug 22/15),Medium,"Transferred spousal survivor benefit setup.
Transfer due to group merger from client id FFM222 and new drug card requested for the SS.",True,2015-06-08T15:54:38.000+0000,False,False,005G0000002gy4AIAQ,2015-06-05T19:05:57.000+0000,005G0000002gy4AIAQ,2015-06-08T15:54:38.000+0000,005G0000002gy4AIAQ,2018-10-05T23:36:29.000+0000,(613)744-1011,(613) 558-5580,sandy@trimaranadvisory.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTCAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feBnDAAU,False,,00007106,0030A0000029ZTHQA2,001G000000vkkrtIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"April 1, 2015 Renewal",Medium,"- +1 year
- good claims experinece
- manual driving HC up
- higher dental claims",True,2015-06-05T20:15:44.000+0000,False,False,005G0000002h840IAA,2015-06-05T20:15:38.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)943-6367,(204) 229-3784,darren.bye@byeandassociates.ca,(204)947-3051,,,,,,,,,,,,,,0.0,,0011600001l4YNVAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feBsNAAU,False,,00007107,0030A0000029dQGQAY,001G000000vkntWIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- +1 year
- good health claims
- high vision claims",True,2015-06-05T20:21:10.000+0000,False,False,005G0000002h840IAA,2015-06-05T20:21:02.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)345-3444,,ian@ipcamethyst.com,(807)345-1581,,,,,,,,,,,,,,0.0,,0011600001l4YNtAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feByLAAU,False,,00007108,003G000001B3Us6IAF,001G000000vkl5XIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- lost 1 male
- +1 year
- good claims experience",True,2015-06-05T20:26:50.000+0000,False,False,005G0000002h840IAA,2015-06-05T20:26:39.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 726-4807,,gord_burgess@mts.net,(204) 571-1694,,,,,,,,,,,,,,0.0,,0011600001l4YNUAA2,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feC3BAAU,False,,00007109,003G0000018f79tIAA,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- lost 3 males
- + 1 year
- good claims experience
- higher VC experience
- high STD claims",True,2015-06-05T20:32:13.000+0000,False,False,005G0000002h840IAA,2015-06-05T20:32:07.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)578-5500,,kevin@branstone.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YFqAAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feCBQAA2,False,,00007110,003G000001ANyM7IAL,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Open Enrollment June 1, 2015",,,True,2015-06-05T20:50:32.000+0000,False,False,005G0000002gy6lIAA,2015-06-05T20:42:31.000+0000,005G0000002gy6lIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(780)539-5943,,christie@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,0011600001lUg5wAAC,0.0,False,,,,,,005G0000002gy6lIAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feCFbAAM,False,,00007111,0030A0000029hyfQAA,001G000000wjNrsIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- Life - no change
- LTD lost 1 male, aver age went down 2 years
- good claims experience",True,2015-06-05T20:47:18.000+0000,False,False,005G0000002h840IAA,2015-06-05T20:47:09.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)943-6828,,jeff.marshalok@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,0011600001l4YP8AAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feCHrAAM,False,,00007122,003G0000018f7AXIAY,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- lost 2 males
- good claims experience
- high vision experience",True,2015-06-11T17:07:54.000+0000,False,False,005G0000002hWfaIAE,2015-06-05T20:49:12.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)578-5500,(204) 761-7108,kristie@branstone.ca,(204)729-8940,,,,,,,,,,,,,,0.0,,001G000001WnebjIAB,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feChpAAE,False,,00007125,003G0000018f7xFIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Mario Sinopoli,Medium,"Policy #223717

Demographics have been saved

Aug 1, renewal",True,2015-06-11T16:59:19.000+0000,False,False,005G0000002gyHYIAY,2015-06-05T21:18:16.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 947-2400,(204) 999-8755,mario.sinopoli@sinopolifinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YFmAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feD4ZAAU,False,,00007126,0030A0000029lJYQAY,001G000000vlfvvIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,exception terminaison rétro 17 novembre 2014,Medium,,True,2015-06-05T21:52:36.000+0000,False,False,005G0000002gxzsIAA,2015-06-05T21:52:10.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(450)654-4500,514-917-2345,manon.brisson@groupegmb.com,(450)654-4677,,,,,,,,,,,,,,0.0,,0011600001lUgiWAAS,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3954.0
5001600000feHd1AAE,False,,00007127,003G0000018f7CYIAY,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Potential Wire Transfer from oversea,High,"Jerry has an existing insurance client, who is considering transfer some fund out of China and invest in Canada. Due to the rules posted by the Chinese government, the client may need third parties' help to transfer the money out. The total amount is approx $1M to $2M. 
During the Chinese Professional Development Day training session, Nancy Russul announced our new rules for oversea third party transfer. The advisor need some clarification before he can advice the client to wire the money to London Life. He is seeking my help.

I sent an e-mail to head office for inquiry and cc the dbd and Jerry.",True,2016-08-08T17:15:55.000+0000,False,False,005G0000002gyCuIAI,2015-06-07T20:20:26.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(647)219-7404,(647) 219-7404,jerry.liu@trilliumcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,,1.0,0.0,0.0,,False,3952.0
5001600000fePmrAAE,False,,00007129,003G0000018f7TkIAI,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-gratia,Medium,"Plan member passed away 2013 - spouse did not submit claims within the 15 month timeframe.  Ex-gratia requested by Pam Feraco to process claims beyond the 15 month time frame. 
June 8th - Sent email and hardcopy forms to M&DS for processing. Mg.
August 19th:  Ex-Gratia approved in the amount of $10,587.41 (requested by Bob Richer).",True,2015-08-19T20:50:24.000+0000,False,False,005G0000002gxymIAA,2015-06-08T15:21:31.000+0000,005G0000002gxymIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(613)226-1964,(613) 762-7873,bricher@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlo7AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3951.0
5001600000feQ5oAAE,False,,00007130,003G0000018f78TIAQ,001G000000urN85IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Exigences pour régulariser un contrat d'invalidité,Medium,"Isabelle Bourque - Police 41287900 
Exigences de livraison + TEF postés au CVM-MTL le 1er juin.
La police est toujours non-régularisée. tenter de retracer le paiement. Sylvie Tremblay",True,2015-12-05T04:37:49.000+0000,False,False,005G0000002gy1UIAQ,2015-06-08T15:34:39.000+0000,005G0000002gy1UIAQ,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(514) 688-9134,,christinelapointe@sfjnt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,3951.0
5001600000feTZcAAM,False,,00007131,003G0000018f7zAIAQ,001G000000urMzDIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Special EFT withdrawal,Medium,"Div 4 on this group is in arrears, there wasn't any banking set up at the time we set up the division. Advisor would like H/o to bring this division current using the banking information currently on file for Survival. 
Have sent request to h/o but they are looking for a completed EFT form, with an effective date of ""immediate"".
Spoke with Bob, he just wants an email advising whats owed and he will try to get them to send cheque to bring up to date.",True,2015-06-12T14:31:09.000+0000,False,False,005G0000002gyAKIAY,2015-06-08T18:27:50.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(902)499-4841,(902) 499-4841,bob.young@fairleadfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUhXzAAK,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3951.0
5001600000feVwJAAU,False,,00007132,003G0000018f80AIAQ,001G000000urN8jIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Formation sur la nouvelle proposition papier,Medium,Janique signale un besoin de formation chez Sonny. Il utilise une seule et unique proposition pour plusieurs propriétaires.  Re: GENTILE,True,2015-12-05T04:37:23.000+0000,False,False,005G0000002gy1UIAQ,2015-06-08T20:23:51.000+0000,005G0000002gy1UIAQ,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(514)286-8811,,sonny@kelsonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,3951.0
5001600000feXaAAAU,False,,00007133,003G000001F4tMuIAJ,001G000000yYv4iIAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Upset Employee - Lindsay,Medium,"Employee Lindsay is upset and she saying her health claims are being held up as it continues to say she has another insurance she needs to go through first. Her and her husband both work for Nicor and they only have benefits under her husband Dan. 

She also states when she tries to call in she is told they cannnot provide her information due to privacy even though she has all of the information.",True,2015-06-10T20:31:05.000+0000,False,False,005G0000003TIN8IAO,2015-06-08T22:26:21.000+0000,005G0000003TIN8IAO,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(416) 868-8903,(647) 234-2144,suzanne.dominico@mercer.com,,,,,,,,,,,,,,,0.0,,001G000001YJshjIAD,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,1.0,0.0,0.0,,False,3951.0
5001600000febOpAAI,False,,00007134,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,PA GN Training,Medium,"Called Theresa, this group has 3 PA with online access.
We have trained 2 of 3 with GN/PA role.  Theresa has confirmed to provide training from SMC.",True,2015-06-09T14:21:36.000+0000,False,False,005G0000002gy4AIAQ,2015-06-09T14:21:22.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUlxTAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3950.0
5001600000fegqAAAQ,False,,00007135,003G0000018f7bQIAQ,001G000000urNAoIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,CI Amendment request,Medium,"quoted $10,000 of enhanced CI",True,2016-02-04T19:01:03.000+0000,False,False,005G0000002gy74IAA,2015-06-09T19:05:23.000+0000,005G0000002gy74IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(519) 208-3064,,donald.muck@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUckwAAC,0.0,False,,,,,,005G0000002gy74IAA,,,,,,,0.0,0.0,0.0,,False,3950.0
5001600000fehDsAAI,False,,00007136,003G000001Mo5mkIAB,001G0000018bUKMIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Possibilité de changement de classe pour une employée de 65 ans.,Medium,,True,2016-09-27T19:42:27.000+0000,False,False,005G0000002gy6tIAA,2015-06-09T19:23:48.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(514) 932-2577 xt.1,,lrosenthal@rosenthal-life.com,,,,,,,,,,,,,,,0.0,,0011600001lUkx9AAC,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3950.0
5001600000fehEqAAI,False,,00007137,003G000001Mo5mkIAB,001G0000018bUKMIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Possibilité de changement de classe pour une employée de 65 ans.,Medium,,True,2016-09-27T19:40:32.000+0000,False,False,005G0000002gy6tIAA,2015-06-09T19:24:42.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(514) 932-2577 xt.1,,lrosenthal@rosenthal-life.com,,,,,,,,,,,,,,,0.0,,0011600001lUkx9AAC,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3950.0
5001600000gCKv5AAG,False,,00007138,003G0000018f6U5IAI,001G000000urMvZIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Out of Country Claim,Medium,"June 8th - Client received a collection notice for an outstanding ambulance claim from February 3rd, 2014.  The OOC department has confirmed payment on a similar claim (processed on March 20thm 2015), but continue to investigate to see if they are one in the same. Mg.",True,2016-03-16T19:55:26.000+0000,False,False,005G0000002gxymIAA,2015-06-10T11:49:18.000+0000,005G0000002gxymIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(613)591-3900X223,(613) 266-6123,jack@mcauleyfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUkE5AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3949.0
5001600000gCM8AAAW,False,,00007139,003G0000018f6FJIAY,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Worked through a few situations with Paul for his team,Medium,,True,2015-06-10T13:51:22.000+0000,False,False,005G0000003SxRoIAK,2015-06-10T13:51:13.000+0000,005G0000003SxRoIAK,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(519)650-8111,,paul.westaway@canadalife.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3949.0
5001600000gCORYAA4,False,,00007140,0031600002B89RAAAZ,0011600001lUgIcAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,discussed with owner changaing her to separate class,High,"no earnings, need to delete disability benefit for her.",True,2016-03-16T18:33:19.000+0000,False,False,005G0000002gy4FIAQ,2015-06-10T15:53:36.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(613)729-2898,,vassad@rogers.com,,,,,,,,,,,,,,,0.0,,0011600001lUgIcAAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3949.0
5001600000gCOxtAAG,False,,00007141,003G000001C4EFmIAN,001G000000wiigsIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Add Welcome Plan to Policy,Medium,"Received email from PA asking to add Welcome Plan as of May 29th for new ee.
Emailed her the forms required, which were returned to my attention.
Emailed forms to SPU on May 29th, requesting that Welcome Plan be setup.
June 5th- rec'd confirmation that Welcome Plan has been setup (#168100, Div 360, ID#787). 
June 10th - delivered Welcome Plan Policy Contract Binder, and Employee Card/booklet/claim forms to Alicia Puritt, PA at Askari.",True,2015-06-10T16:19:35.000+0000,False,False,005G0000002gxytIAA,2015-06-10T16:19:22.000+0000,005G0000002gxytIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,(613) 866-0520,bill.ohara@rogers.com,(613) 728-4075,,,,,,,,,,,,,,0.0,,0011600001zZvfrAAC,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3949.0
5001600000gCRawAAG,False,,00007143,003G000001IkUz1IAF,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Using ProStation the 1st time to compare portfolios,Medium,we ran several reports after creating a portfolio and then comparing it to QGOF Conservative Folio,True,2015-06-10T18:37:01.000+0000,False,False,005G0000002gy7yIAA,2015-06-10T18:36:55.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905) 276-1177 x225,,matt.maslowski@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3949.0
5001600000gCUNCAA4,False,,00007144,003G0000018f7xQIAQ,001G000000urN7oIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Status Beneficiary of Pension Rollover,Medium,,True,2015-06-25T13:51:22.000+0000,False,False,005G0000002gy6dIAA,2015-06-10T20:16:58.000+0000,005G0000002gy6dIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 943-5355,,lindab@priorityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,3949.0
5001600000gCVQlAAO,False,,00007145,003G0000018f6fQIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI in complex corporate structure,Low,All contact via Phil Franklin,True,2015-06-10T21:23:24.000+0000,False,False,005G0000002heHMIAY,2015-06-10T21:23:13.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(403)660-7315,,mike@synergyfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3949.0
5001600000gCYNIAA4,False,,00007146,003G0000018f7TZIAY,001G000000urN37IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"Amendment to remove Health and Dental as of June 1, 2015",Medium,"- June 9th - rec'd email from Blake Morin at Advisor's office that include attached letter (dated May 28, 2015) advising that EION is removing HC & DC as of June 1, 2015. 
- Called Blake and advised him that policy is currently in arrears as they owe $ 4,256.86 for May premium and that amendment cannot be processed until arrears is paid.  
 - He returned call and let me know that he will contact client to obtain premium.

July 20th-rec'd  o/s payment for May 2015

July 22nd - LV sent email to tara, requesting approval to proceed with June 1st amendment.

Rec'd OK from Tara and amendment submitted.

Aug 12th- amendment completed and confirmation sent to advisor.",True,2015-08-12T21:06:34.000+0000,False,False,005G0000002gxytIAA,2015-06-11T12:47:19.000+0000,005G0000002gxytIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(819) 777-2882,(819) 664-2039,lf@groupemajor.ca,,,,,,,,,,,,,,,0.0,,001G000001kmlcdIAA,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3948.0
5001600000gCYdkAAG,False,,00007147,003G0000018f75fIAA,001G000000urMoFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Welcome Plan Claim Decline,High,"Received notice from EE that his spouses Welcome Plan claim was declined for a doctors visit in the amount of $135. Further investigation revealed I terminated her in error when correcting a bunch of other related enrolment info on the base and welcome plans.

IHU was kind enough to make an exception to pay this claim (ex-gratia not available on welcome plan) and employee is very happy that reimbursement is on its way.",True,2015-06-11T13:11:29.000+0000,False,False,005G0000002gyDHIAY,2015-06-11T13:11:29.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(604) 455-0133 x275,(604) 897-9920,dorothy.powell@freedom55financial.com,,,,,,,,,,,,,,,0.0,,001G000001i0hhnIAA,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3948.0
5001600000gCbypAAC,False,,00007148,0030A0000029gRWQAY,001G000000vkYIWIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"August 1, 2015 Renewal",Medium,"- average increase 1 year
- lost 1 male
- pretty far off manual",True,2015-06-11T16:28:05.000+0000,False,False,005G0000002hWfaIAE,2015-06-11T16:27:58.000+0000,005G0000002h840IAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)985-1222,,pierre@morierbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcxtAAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3948.0
5001600000gCgIAAA0,False,,00007149,003G0000018f74PIAQ,001G000000urMoNIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate asset transfer,Low,,True,2015-06-11T20:36:44.000+0000,False,False,005G0000002heHMIAY,2015-06-11T20:36:32.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(403)244-7999,(403) 803-4588,dirk@hfgcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3948.0
5001600000gCifVAAS,False,,00007150,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Late Spouse - iD#109,Medium,"Spouse was not added onto the plan properly by the p.a when he added the employee online. As such, the spouse ended up being late and when she applied with EOI she was declined.

See below email for more details.",True,2015-11-23T20:17:00.000+0000,False,False,005G0000003TIN8IAO,2015-06-11T22:26:55.000+0000,005G0000003TIN8IAO,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,0011600001lUbmjAAC,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,3948.0
5001600000gCmthAAC,False,,00007151,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Cascading LI,Low,,True,2015-06-12T15:19:29.000+0000,False,False,005G0000002heHMIAY,2015-06-12T15:19:21.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3947.0
5001600000gCmv4AAC,False,,00007152,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General corporate LI planning,Low,,True,2015-06-12T15:20:47.000+0000,False,False,005G0000002heHMIAY,2015-06-12T15:20:37.000+0000,005G0000002heHMIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3947.0
5001600000gCpWeAAK,False,,00007153,003G000001lFa8mIAC,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Life Insurance with past amendment,High,"Our challenge is there is a member on the brink of passing away any day.
 
This inquire was stirred up by the request of the Life amount available by the broker. 

We are conflicted by the situation variables:
•	Liability aspect
•	5 members would be affected/ including the premium
•	We have no way to confirm if the account manager received this amendment request (she is on maternity leave/no access available from the field level)
o	There is evidence of an option requested
•	We are questioning this broker’s creditability

We are not sure what needs to be done? But want to ensure that there will be no liability on own end and the member’s Life Claim is handled fairly.
Re-opened because the company/broker appealed with proof of pay stubs for at work review-provided it to our Head Office.
The return to work in Sept-Oct was not reported to Disability",True,2015-07-23T20:03:02.000+0000,False,False,005G0000002gy4AIAQ,2015-06-12T18:00:13.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUc4qAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3947.0
5001600000gCqTqAAK,False,,00007154,003G0000018f6ocIAA,001G000000urMvhIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,,True,2015-06-12T18:54:59.000+0000,False,False,005G0000002gy2wIAA,2015-06-12T18:54:02.000+0000,005G0000002gy2wIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(416)254-7128,(647) 218-7128,chau.chan@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,3947.0
5001600000gCqX4AAK,False,,00007155,0030A0000029UfmQAE,001G000000urN7YIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,RENEWAL - DON KOTZ - Policy# 267283,High,"Demographics in policy folder on J Drive.

- average age decreased 7 years
- added 1 femlae
- added 1 male
- high health and drug claims
- Also running a quote for PF Drug Plan",True,2015-06-12T19:16:12.000+0000,False,False,005G0000002hWfaIAE,2015-06-12T18:56:49.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)414-9173,,don@hargravemb.ca,(204)414-9179,,,,,,,,,,,,,,0.0,,0011600001l4YIhAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3947.0
5001600000gCqjtAAC,False,,00007156,003G0000018f7aFIAQ,001G000000urNBTIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Benefit Card - Overhaul Cost $2500 Waived,High,"Martin called to request that all of the ee's on this plan replace their current drug cards with a new benefit card.  The request was made because one of their employees incurred an OOC expense because they did not have their GMA card on them while travelling.  I informed Martin that while GWL would replace individual employees lost or stolen cards, in order to overhaul the whole group there would be of cost of $2500.  This is meant to deter clients as the cards they have a valid and usable cards and if we do it for one client, we may have to do it for many.  He asked that we ask as an exception due to the delayed OOC claim this client is not particularly happy with GWL.  I built a case, presented it to HO and was successful in getting this ONE TIME exception.",False,,False,False,005G0000002gy6pIAA,2015-06-12T19:09:37.000+0000,005G0000002gy6pIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(519) 622-3900,,bill@steenbergenfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUckPAAS,0.0,False,,,,,,005G0000002gy6pIAA,,,,,,,0.0,0.0,0.0,,False,3947.0
5001600000gD01UAAS,False,,00007181,003G0000018f6aaIAA,001G000000urMp9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Exgratia for owner dental claim- declined by previous carrier Platinum,Medium,"Approved on June 4th- msg to advisor below. Also made phone call.

Hi Pat, I have  great news! We have agreed to assess this claim under the terms of his current GWL dental coverage.

$978.00 submitted charges x 80% = $782.40 eligible payment IF these services had occurred after his effective date with us.

$782.40 - $345.40 paid by the previous carrier = $437.00 to be paid on a one-time exception basis.



Thank you for your help with this Wendy!

Here is the request and we would like to have it through 2014 dental max.

Chat soon!

Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355 


-----Original Message-----
From: Osborne, Wendy 
Sent: Wednesday, May 27, 2015 3:35 PM
To: Arsenault, Chantell
Subject: RE: 292700 - exgratia for dental claim cert 14

Hi Chantell

If this claim would have come into GWL after effective date, we would have paid $782.40 (Submitted amount $978.00 x 80% = $782.40).
The previous carrier paid $345.40
So the Exgratia request would be in the amount of $437.00

Please complete the Ex-Gratia form and confirm whether you want this $437.00 to go towards the $1000 calendar year max in case any other 2014 claims are submitted.

Thanks.

Wendy Osborne
Manager – Regina Benefit Payment Office (BPO) The Great-West Life Assurance Company
1901 Scarth Street, Regina SK Canada S4P 4L4 Tel 306-751-7185 Fax 306-751-7150 wendy.osborne@gwl.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

-----Original Message-----
From: Osborne, Wendy
Sent: Tuesday, May 26, 2015 4:36 PM
To: Arsenault, Chantell
Subject: FW: 292700 - exgratia for dental claim cert 14

This message is being sent on behalf of M&DS.

Hi Chantell

I have been assigned this Ex-gratia request to review.  I do think it's fair to request an ex-Gratia for this client, however, I have to confirm with Financial Underwriting before I can provide a final approval.

Please confirm:  You want me to assess what GWL would have paid with their current coverage, minus what the previous carrier paid and pay the balance as ex-gratia?

I will also need the attached Ex-Gratia form completed for the final approval to be completed.

Thanks

Wendy Osborne
(on behalf of M&DS)
Manager – Regina Benefit Payment Office (BPO) The Great-West Life Assurance Company
1901 Scarth Street, Regina SK Canada S4P 4L4 Tel 306-751-7185 Fax 306-751-7150 wendy.osborne@gwl.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

-----Original Message-----
From: M&DS-Policy & Referral
Sent: Monday, May 25, 2015 7:35 AM
To: Osborne, Wendy
Subject: FW: 292700 - exgratia for dental claim cert 14

Hi Wendy,

Could you please handle the Ex-gratia request? WL# 11179

Thanks!!!

Krupa Patel
Administrative Support Assistant
Medical and Dental Services, 5S
Group Health & Dental Benefits
The Great-West Life Assurance Company
T (204)946-8968
( (204) 946-7838
( Krupa.Patel@gwl.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


-----Original Message-----
From: Arsenault, Chantell
Sent: Friday, May 22, 2015 10:28 AM
To: M&DS-Policy & Referral
Subject: FW: 292700 - exgratia for dental claim cert 14

Hello M&DS,

I know this request is going to be a tough one.  However we do feel given the circumstances we have to try to see what we can do for the advisor and the client, see my REBM approval to proceed with the request below. 

The business owner incurred the expenses attached in May and April, prior to the GWL plan effective date of June 1 2014. 

The dental office only received a partial payment in September and called the carrier they submitted to which was Platinum Health.  The carrier advised because the client terminated the plan they prorated the dental max and that is all they were going to pay for the claim.  From there the dentist called the member, who is also the business owner.  The owner was not able to get even a copy of the contract from Platinum indicating the proration and could not get them to budge on the claim issue.

The business owner checked with his members and they had received back charges for all kinds of claims as well!

He reached out to his advisor (a London advisor, the broker when they were with Platinum is out of the picture) to explain the situation and ask for help and that is when the advisor called me.  The owner has taken care of all his employees and has only requested the advisor to see what can be done about reimbursing his claim.  

The advisor has shared some background with me that convinced me this was worth building a case for.  The client has had unfavourable experiences with GWL in the past and this advisor was able to turn things around and bring over his group and individual insurance.  The client has another business and pension plan that are not currently with GWL that the advisor hopes to bring to over.  If we can show this level of flexibility and further build this advisors credibility it will go a long way with this client.

The client is aware that if we get approval this amt will come out of his dental max and be included in his experience.

Are there any concerns with assessing this claim as a one-time exception?

Thank you for your consideration.

Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits
705-675-0382 or 1-888-576-8355 


-----Original Message-----
From: Barton, Jeremy
Sent: Friday, May 22, 2015 10:09 AM
To: Arsenault, Chantell
Subject: RE: 292700 - dental claim from previous carrier Platinum

Sure I agree

Jeremy Barton, H.B. Comm, CEBS
Regional Employee Benefits Manager, Sales and Marketing Centre Central and Northern Ontario Region
Tel: (905)721-3425
Toll Free: 1-800-663-3585, ext. 3425
Fax: (905) 571-4131
2 Simcoe Street South, Suite 400
Oshawa, ON L1H 8C1



-----Original Message-----
From: Arsenault, Chantell
Sent: Thursday, May 21, 2015 4:01 PM
To: Barton, Jeremy
Subject: 292700 - dental claim from previous carrier Platinum

Hi Jeremy,

I would like request an ex-gratia for this claim on behalf of the advisor.

The business owner incurred the expense attached, prior to the GWL plan effective date, however after notifying Platinum they were moving to GWL Platinum pro-rated their benefit maximum so only 345.00 was covered towards the expense that would have otherwise been covered.

The advisor and owner understand this is not the fault of GWL, but the owner asked Pat Pipoli to see if GWL would be able to make an exception.  Pat is hoping to get the pension plan transferred to GWL and having this claim would really help him make inroads with transitioning that pension from the other to Pat and GWL.

We already clarified this would not apply to other employees that were impacted by the pro-rating, the business owner already paid out of his own pocket to cover the differences for impacted members.

Let me know if you see any concerns with sending this to M&DS for approval.

Thanks! 

Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits
705-675-0382 or 1-888-576-8355",True,2015-06-15T13:54:06.000+0000,False,False,005G0000002gyCdIAI,2015-06-15T13:52:26.000+0000,005G0000002gyCdIAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(705)256-5618,(705) 297-1989,patrick.pipoli@rlfg.ca,,,,,,,,,,,,,,,0.0,,001G000001VR6WvIAL,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD1a6AAC,False,,00007182,003G0000018f7EpIAI,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Prelim: Testicular Cancer,Medium,"Discussed this case with Brandon:
We have a 35 year old Male N/S who had testicular cancer 6 years ago.  He had the cancer removed with no further issue and 2 years ago was issued Life with LL standard for 250K of T20

Can we offer him CI? 
Jennifer, many times we can’t offer CI at all but for some cases we can offer with an exclusion only.  need pathology to know. Hope that helps, thanks for the email and please include this with any application.",True,2015-09-10T14:46:15.000+0000,False,False,005G0000002gyG3IAI,2015-06-15T15:12:56.000+0000,005G0000002gyG3IAI,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(519)990-2877,,brandon.fitzgerald@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD2q5AAC,False,,00007183,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"LIB for client with RRSP, and impact on DB/MG once income starts",Medium,"Clarified how proportional reductions work, once LIB  starts
Then why  RRIF MG paid at 105 has no material value",True,2015-06-17T19:15:01.000+0000,False,False,005G0000002gy7yIAA,2015-06-15T16:10:50.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3BcAAK,False,,00007184,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Pension transfer for BDC who has always been told it is ""gold plated""",Medium,"Perhaps, if indexed maybe
Otherwise, the transfer option may be viable for other reasons",True,2015-06-15T16:28:20.000+0000,False,False,005G0000002gy7yIAA,2015-06-15T16:28:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3F0AAK,False,,00007185,003G000001rk54OIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Friend received RRSP at death and needs income tax impact,Medium,"The deceased's estate pays the income tax on RRSP paid under beneficiary designation at death.

The recipient is not taxed.",True,2015-06-17T19:16:02.000+0000,False,False,005G0000002gy7yIAA,2015-06-15T16:30:00.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905) 276-1177 ext 599,(647) 802-5335,rita.krilaviciene@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3IYAA0,False,,00007186,003G000001aRuxJIAS,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How does a pension transfer work?,Medium,"Usually a choice is permitted to elect the lifetime pension; or take the lump sum capital that can be trasnferred out, or buy an annuity.

Client however is age 71 and the commuted value transfer option is often NOT ONE OF THE PERMITTED CHOICES.

Best to get the PENSION PACKAGE to see what the options are",True,2015-06-15T16:32:45.000+0000,False,False,005G0000002gy7yIAA,2015-06-15T16:32:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905) 276-1177 x494,(647) 296-5500,scott.mcmaster@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3VmAAK,False,,00007187,003G0000018f7xnIAA,001G000000vHQOQIA4,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - ANDREW CLARKE,High,"Demographic Pages are ready
POLICY# 224231

- average agre decreased 1 year
- employee shifted into 65+ age band
- average agre on LTD decreased 5 years
- good claims experience",True,2015-06-17T21:07:10.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:42:08.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)487-6556,(204) 791-7813,andrew_clarke@clarkefinancialplanning.com,,,,,,,,,,,,,,,0.0,,0011600001l4YHXAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3XxAAK,False,,00007188,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GEORGE SIGURDSON,High,"Demographic Pages Ready
Policy# 241174
- lost 5 males, lost 1 female
-average age +1 year
- high health and drug claims
- better dental claims this year",True,2015-06-18T16:42:23.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:43:23.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFkAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3aNAAS,False,,00007189,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GEORGE SIGURDSON,High,"Demographic Pages ready
POLICY# 244112

- average age +1 year
- good claims experience",True,2015-06-18T16:56:14.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:45:33.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjiBAAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3bzAAC,False,,00007190,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - RICHARD LOCHHEAD,High,"Demographic Pages Ready
POLICY# 249303

- aver age +1 year
- higher drug claims
- other claims experience good",True,2015-06-18T17:09:28.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:47:16.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHuAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3e5AAC,False,,00007191,003G0000018f7saIAA,001G000000urNDnIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - LESLIE GROUP,High,"Demographic Pages Ready
POLICY# 279656

- average age went down 1 year
- female shifted to 60+ age band
- male shifted to 60-65 age band
- good hc/drug claims
- high dental and vc claims",True,2015-06-18T17:25:59.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:48:45.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(416)492-4300,,shawn@lesliegroup.com,,,,,,,,,,,,,,,0.0,,0011600001l4YNfAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3fXAAS,False,,00007192,003G0000018f7z5IAA,001G000000urN78IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - RUSS DUTHOIT,Medium,"Demo Pages Ready
POLICY# 106043

- average age increased 1 year
- good claims experience",True,2015-06-19T15:49:47.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:49:54.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,(204) 782-7930,russ@broadwayfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YMXAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3hOAAS,False,,00007193,003G0000018f7xWIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - RUSS THOMPSON,Medium,"Demo Pages Ready
POLICY# 275560

- average age +2 years
- lost 2 males, 1 female
- good claims experience",True,2015-06-19T16:01:54.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:51:17.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,(204) 729-7816 direct,russthompson@mts.net,,,,,,,,,,,,,,,0.0,,0011600001l4YI9AAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3jKAAS,False,,00007194,003G0000018f7xBIAQ,001G000000urN7uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - MIKE DAOUST,Medium,"Demo Pages Ready
POLICY# 279654

- Life: average age +2 years
- Life: lost 1 male
- LTD: average age +4 years
- good claims experience",True,2015-06-19T18:21:17.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:52:22.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)992-1000,(204) 880-5669,mdaoust@taxvantage.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGJAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3kSAAS,False,,00007195,003G000001lDsn1IAC,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - HARLEY MCCORMICK,Medium,"Demo pages Ready 
POLICY# 289765

- average age +1 year
- experience way better this year, but prior years experience causing rates to increase",True,2015-07-08T16:16:01.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:53:49.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 748-2300,(204) 851-6104,hmccormick@guildinsurance.ca,(204) 748-2340,,,,,,,,,,,,,,0.0,,0011600001l4YOhAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3m9AAC,False,,00007196,003G0000018f7xqIAA,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - GREG BERMAN,Medium,"Demo Pages Ready
POLICY# 245740

Life: +1 year, -3 males
LTD: +2 years, -2 males
- higher drug and dc experience",True,2015-06-19T18:31:10.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:55:04.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)489-7012,(204) 792-4329,greg@bayviewfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHeAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3oZAAS,False,,00007197,0030A0000029bZ1QAI,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - DOUG BLAYLOCK,Medium,"Demo Pages Ready
POLICY# 286155

Life & LTD : lost 2 female, +1 year
- slightly high claims experience",True,2015-06-19T18:41:57.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:56:33.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)943-6828,,doug.blaylock@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,0011600001l4YSxAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3qBAAS,False,,00007198,0030A0000029mJYQAY,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - KEVIN KAISER,Medium,"Demo pages Ready
POLICY# 287018

Life & LTD: +2 male, -2 years",True,2015-06-19T19:03:52.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:57:42.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)489-4640,,kevin.kaiser@igpwm.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001l4YP6AAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3tAAAS,False,,00007199,003G0000018f7AXIAY,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - KRISTIE MILLER,Medium,"Demo Pages Ready
POLICY# 289418

Life: +5 years, +1 male
- very high drug and HC experience for 2nd year in a row",True,2015-06-19T19:25:12.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T16:59:31.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)578-5500,(204) 761-7108,kristie@branstone.ca,(204)729-8940,,,,,,,,,,,,,,0.0,,0011600001l4YFvAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3ucAAC,False,,00007200,003G0000018f79tIAA,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - KEVIN MARTIN,Medium,"Demo Pages Ready 
POLICY# 289522

- 5 years
-1 male",True,2015-06-19T19:49:36.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T17:00:25.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)578-5500,,kevin@branstone.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YFsAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3vzAAC,False,,00007201,003G000001ARb6jIAD,001G000000vkeuUIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - IAN BRISCOE,Medium,"Demo Pages Ready
POLICY# 289619

Life & Ltd: -2 years
- good hc and rx claims
- higher dental claims",True,2015-06-19T19:35:48.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T17:01:27.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 488-3500 ext. 23,,ian@gibsonbriscoe.com,(204) 488-3502,,,,,,,,,,,,,,0.0,,0011600001l4YO9AAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3wnAAC,False,,00007202,003G0000018f79tIAA,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - KEVIN MARTIN,Medium,"Demo Pages Ready
POLICY# 289643

- added 1 female
- avg. age -2 yrs
- good claims experience",True,2015-06-19T19:56:50.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T17:02:35.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)578-5500,,kevin@branstone.ca,,,,,,,,,,,,,,,0.0,,001G000000xPUdGIAW,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD3zNAAS,False,,00007203,003G0000018f7xJIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - DEBORAH CAPEK,Medium,"Demographic Pages Ready
POLICY# 292792

- +1 year
- first year renewal
- high rx, hc and vc",True,2015-06-19T20:03:15.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T17:03:56.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000001Zy4yoIAB,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD68HAAS,False,,00007204,0030A0000029dQGQAY,001G000000vkntWIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Dave Fredrickson,Medium,"Policy #220917 - demographics saved.

- 2 life group
- average age +1 year
- good claims experience",True,2015-06-22T15:56:25.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T18:47:55.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)345-3444,,ian@ipcamethyst.com,(807)345-1581,,,,,,,,,,,,,,0.0,,0011600001l4YGiAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD6fGAAS,False,,00007205,003G0000018f7z2IAA,001G000000urN79IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - John Brownell,Medium,"policy #224056 - demographics saved

- lost 2 females
- average age +2 years
- good DC claims
- High HC claims this year
- Profitable group",True,2015-06-22T16:24:12.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T19:11:48.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 478-8500,,jbrownell@efgi.com,,,,,,,,,,,,,,,0.0,,0011600001l4YMPAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD6iyAAC,False,,00007206,003G0000018f7xMIAQ,001G000000vHQGiIAO,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Doug Armstrong,Medium,"Policy #224254 - demographics saved.

- lost 1 male
- added 1 female
- +1 year
- good claims experience on HC
- high dental experience",True,2015-06-22T16:32:34.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T19:14:53.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)982-0662,,darmstrong@odinfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHKAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD7eoAAC,False,,00007209,003G0000018f7z2IAA,001G000000urN79IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - John Brownell,Medium,"Policy #267562 - demographics saved

- added 1 female
- average age went down 2 years
- really good claims experience",True,2015-06-17T16:29:17.000+0000,False,False,005G0000002gyHYIAY,2015-06-15T19:57:32.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204) 478-8500,,jbrownell@efgi.com,,,,,,,,,,,,,,,0.0,,0011600001l4YMUAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD7pgAAC,False,,00007207,003G0000018f7xDIAQ,001G000000urN7CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Tim Nosworthy,Medium,"Policy #260278 - demographics saved.

- lost 2 females
- +3 years
- very good claims experience",True,2015-06-22T16:36:36.000+0000,False,False,005G0000002hWfaIAE,2015-06-15T19:54:36.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,,,tim@timnosworthy.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGcAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD84lAAC,False,,00007208,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Dave Fredrickson,Medium,"Policy #263639 - demographics saved

good claims experience. average age decreased.",True,2015-07-08T19:53:59.000+0000,False,False,005G0000002gyHYIAY,2015-06-15T19:56:09.000+0000,005G0000002gyHYIAY,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGoAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD8K5AAK,False,,00007210,0030A0000029YZbQAM,001G000000urN7WIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Kirk Brugger,Medium,"Policy #275658 - demographics saved.

- average age decreased 2 years
- good drug claim experience, high HC claims",True,2015-06-17T16:03:23.000+0000,False,False,005G0000002gyHYIAY,2015-06-15T19:59:54.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)571-5303,2047615838,kirk@bruggerwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIwAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gD8NTAA0,False,,00007211,003G0000018f7xYIAQ,0015o000008CyeqAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Carleen Carels,Medium,"Policy #282916 - demographics saved

- average age increased 1 year
- manual rates are driving rates up substancially",True,2015-06-17T15:45:18.000+0000,False,False,005G0000002gyHYIAY,2015-06-15T20:01:18.000+0000,005G0000002gyHYIAY,2024-02-26T19:33:18.000+0000,0055o0000019VX9AAM,2024-02-26T19:33:18.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,0011600001l4YIMAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gDAtWAAW,False,,00007212,003G000001cQtMDIA0,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Acceleration into HNW - discussed email from HO and his 1 family impacted,Medium,He will do the switches ASAP,True,2015-06-15T20:30:02.000+0000,False,False,005G0000002gy7yIAA,2015-06-15T20:29:35.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(905) 276-1177 x 500,(519) 826-1631,ezio.carlino@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0vIAA,,,,0.0,0.0,0.0,,False,3944.0
5001600000gDC0AAAW,False,,00007213,003G0000018f7EBIAY,001G000000urMo8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Ferndale Transport - Open Enrolment Pending,Medium,"June 15 - Received call from advisor. There was a strike with transport personnel last year and the majority were removed from the plan as they ceased working during strike. None returned on the plan.

Now the ports require all drivers to be covered under the company medical plans as part of the change to have drivers treated better both with compensation and benefits. 

We will need to look at doing an open enrolment to bring everyone back on. Advisor is going to have the enrolment forms completed and sent to me so I can ask HO for approval and come up with a quote for cost.

Sept 8 2015 - Currently being handled by Mike and Yolanda. Amendment to add drivers class and division pending.

Dec 2015 - spoke with Julia. She is working on steering them towards adding the drivers. No action at this time though. Closing Case as it is being handled by Mike and Yolanda.",True,2015-12-15T17:14:43.000+0000,False,False,005G0000002gyDHIAY,2015-06-15T21:42:57.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(604) 455-0133 x244,(604) 314-9572,rohini.murti@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001lUdLhAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3944.0
5001600000gDFHSAA4,False,,00007214,003G0000018f6yVIAQ,001G000000urMslIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Client not getting the bill,Medium,Myles Kelly the advisor on the group called and let me know that the client isn't getting his bills for this policy. Can you check to see why? Maybe he's set up on groupnet and doesn't know where to go get his bills? when you find out please contact the advisor. He is in the directory.,True,2015-06-16T17:05:20.000+0000,False,False,005G0000002gyAKIAY,2015-06-16T13:09:24.000+0000,005G0000002gyCEIAY,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,709-722-7861,,myles.kelly@londonlife.com,,,,,,,,,,,,,,,0.0,,0011600001l4YJZAA2,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,2.0,0.0,0.0,,False,3943.0
5001600000gDHILAA4,False,,00007215,0030A0000029Y7YQAU,001G000000vkdelIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,lost 1 employee and ave age went up by 3 years.,False,,False,False,005G0000002gy2sIAA,2015-06-16T14:05:45.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(204)515-5778,,oliver@paradigminsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcxLAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3943.0
5001600000gDHS6AAO,False,,00007216,0030A0000029brnQAA,001G000000vkelAIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"same demographic, 1 year older.
high claims for HC for most current year, Had extreamly high DC claim in prior year 2 which still impacting DC rates although their claims were low this year.",False,,False,False,005G0000002gy2sIAA,2015-06-16T14:13:40.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)274-7115,,susan.bodnarchuk@optimize.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3943.0
5001600000gDHiTAAW,False,,00007217,0030A0000029YyJQAU,001G000000wjNrcIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"added 1 employee, ave age went up by 1 year.
good experience for the most current year for all experience rated benefits although they had some high claims in the past.",False,,False,False,005G0000002gy2sIAA,2015-06-16T14:28:57.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)627-5858,,laura.fralick@ig.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjhxAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3943.0
5001600000gDI7xAAG,False,,00007218,003G0000018f6uNIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"lost 1 employee and ave age went down by 1 - nothing significant as they have 30 employees. All benefits are under TLR.

+ +Spin off is approved for June 1st effective date which includes 20 employees++ this renewal still includes those employees in the number. Left a VM for Kyle to see how he wants me to price.

June 24 - he wants to hold their current rates",False,,False,False,005G0000002gy2sIAA,2015-06-16T14:49:42.000+0000,005G0000002gy2sIAA,2023-12-15T04:17:37.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:38.000+0000,(807)935-1760,(807) 251-9444,kyle@shaenwealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUjG6AAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3943.0
5001600000gDIFSAA4,False,,00007219,003G0000018f6uNIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"same employee demographic
great experience.",False,,False,False,005G0000002gy2sIAA,2015-06-16T14:56:49.000+0000,005G0000002gy2sIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)935-1760,(807) 251-9444,kyle@shaenwealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGBAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3943.0
5001600000gDKlRAAW,False,,00007220,003G0000018f7eBIAQ,001G000000urN4ZIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,,True,2017-05-03T14:13:00.000+0000,False,False,005G0000002gyANIAY,2015-06-16T16:13:05.000+0000,005G0000002gyANIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(905) 828-2853,,roman@execu-comp.com,,,,,,,,,,,,,,,0.0,,0011600001lUdqsAAC,0.0,False,,,,,,005G0000002gyANIAY,,,,,,,0.0,0.0,0.0,,False,3943.0
5001600000gDYBsAAO,False,,00007221,003G000001B4waiIAB,001G000000urMF8IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Prescription Drug Price Discepency,Medium,"ID#14 contacted me to see why a prescription was not being paid out fully. Intially the advisor and i thought it was because their was a generic available. There currently is a generic available however, the generic and brand name are the same cost so that was not the issue.
I had GCCS look into the claim and it was determined that the pharmacy was over charging. Below is the email from GCCS with the outcome.
Jeff (Advisor) has been contacted and the employee.",True,2015-06-17T16:25:30.000+0000,False,False,005G0000003TIN8IAO,2015-06-17T16:24:12.000+0000,005G0000003TIN8IAO,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(306) 789-3744,(306) 581-3400,jeff@mrefinancial.com,,,,,,,,,,,,,,,0.0,,001G000000vn8MLIAY,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,3942.0
5001600000gDZ4FAAW,False,,00007222,003G0000018f6UdIAI,001G000000urMofIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Death Claim,Medium,"Head office received the claim submission, it appears that the spouse and Beneficiary, Kevin Deitz completed the Plan Sponsor portion in error.  Also, the Mother, Gloria Jamieson is claiming the benefits as Beneficiary, even though as mentioned, we have Kevin Deitz as Beneficiary.

As such, we would like to forward Part 1, of beneficiary form to be completed by the Plan Sponsor - Connie Paul.  

Also, please confirm if there is a Beneficiary designation which names the mother, Gloria Jamieson.

If Gloria isn’t the named Beneficiary, she will have to Withdraw her claim to the proceeds.  Unless, Kevin Deitz wants us to direct the proceeds to her; in which case, Kevin will have to complete a Direction and Release document for us to proceed.",False,,False,False,005G0000003Vy2XIAS,2015-06-17T17:11:12.000+0000,005G0000003Vy2XIAS,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(306) 934-7060 x 4234,(306) 222-6323,al.regehr@freedom55financial.com,(306) 934-5077,,,,,,,,,,,,,,0.0,,0011600001lUlamAAC,0.0,False,,,,,,005G0000003Vy2XIAS,,,,,,,1.0,0.0,0.0,,False,3942.0
5001600000gDZqIAAW,False,,00007223,003G0000018f6TaIAI,001G000000urMt0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,Adding STD to the plan,Medium,P.A. asking how much it would cost to add STD to the plan for class 2 - all other employees.,True,2015-06-17T17:46:33.000+0000,False,False,005G0000002hmpgIAA,2015-06-17T17:46:20.000+0000,005G0000002hmpgIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,506-853-6111,,denis.melanson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001lUklEAAS,0.0,False,,,,,,005G0000002hmpgIAA,,,,,,Quotation,0.0,0.0,0.0,,False,3942.0
5001600000gDbWyAAK,False,,00007224,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Disability Benefits not approved for Independent Contractors,Medium,"Employee ID#2 contacted to me see the status of his STD claim in Feb 2015. 

The claim occurred in the fall of 2014.

When i looked into the claim with disability they had advised me they were having issues getting a T4 or something to prove Craig income so they could pay the disability claim. After contacting the employer and employee we found out that this employee is an independent contractor and most of the employees on the plan should not have been eligible for disability benefits as the plan did not include disability for indepedent contactors.

After finding this out, Cristie and I met with Jack (advisor) to let him know what we had uncovered. Jack wanted us to go to H.O to see if we could have head office make an exception to cover disability benefits for blue collard independent contactors.

After back and forth with H.O they declined our request to add disability to the plan but they offered to refund the disability premiums back to December 1, 2011 (the inception of the plan).

We have now created class 2"" independent contactors"" which does not include disability and the client is recieving a refund of $7,677.34 on their July 2015 bill.",True,2015-06-17T19:13:37.000+0000,False,False,005G0000003TIN8IAO,2015-06-17T19:13:27.000+0000,005G0000003TIN8IAO,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,,,,0.0,,0011600001lUbnNAAS,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,3942.0
5001600000gDe2pAAC,False,,00007225,003G000001D2D1HIAV,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Coast Building Supplies - Late App EE info,Medium,"We have a late app that was approved effective Apr 16, 2015, but we lost the original application form so he can't be entered on system. I have followed up numerous times to obtain a copy or new one to proceed. Have followed up with the advisor again Jun 17, 2015. If we do not receive soon his file will be closed.

See client file.",True,2015-09-08T18:09:33.000+0000,False,False,005G0000002gyDHIAY,2015-06-17T21:47:13.000+0000,005G0000002gyDHIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(604) 592-5433,,admin@lifesmartinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUdNEAA0,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3942.0
5001600000gDgH5AAK,False,,00007226,003G0000018f7iuIAA,001G000000urN05IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,EE Lay Off - John Hedderson,Medium,EE to be layed off.  Valerie MacKay took care of coding him as being on lay off.  Lynn Caine will advise Cathy when he is back to work.,True,2015-06-18T12:21:16.000+0000,False,False,005G0000002gy7UIAQ,2015-06-18T12:21:06.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(709)237-4122,(709) 685-4838,hmurphy@murphyneil.ca,(709)237-5125,,,,,,,,,,,,,,0.0,,0011600001l4YPtAAM,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDgHyAAK,False,,00007227,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,New ee - Stephanie - drug claim issue,High,"Walked Kim through adding Stephanie on Monday.  Stephanie tried getting prescription same day but our system had to download with her information.  I called phamarcy twice on Tuesday, second time the claim went through.  Kim is very happy with GWL service.",True,2015-06-18T12:23:28.000+0000,False,False,005G0000002gy7UIAQ,2015-06-18T12:23:20.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,0011600001nVS20AAG,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDgJaAAK,False,,00007228,003G0000018f7jyIAA,001G000000urN03IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Employee additions,Medium,Brian Walsh wants all new employees hired after April 1/15 to be medically underwritten.  He was advised that this goes against group insurance guidelines. This issue stemmed from Sarah Tucker being added as a late applicant so quicly....he was expecting it to take longer.  Maxine Murphy was looped in and has been in contact with the owner and plan admin (Brian),True,2015-06-18T12:26:43.000+0000,False,False,005G0000002gy7UIAQ,2015-06-18T12:26:38.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,(709) 682-3514,maxine@maxinemurphybrokerage.ca,,,,,,,,,,,,,,,0.0,,0011600001m2x7AAAQ,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhP5AAK,False,,00007229,003G0000018f7ynIAA,0015o000008CydCAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - Renewal - Fred Reichardt,Medium,"Policy #267278

Demographics have been saved.

- +1 year
- high HC experinece, low RX experience
- on target DC and VC experience",True,2015-06-22T16:48:03.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:07:40.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)946-7375,,fred.reichardt@canadalife.com,,,,,,,,,,,,,,,0.0,,0011600001l4YMEAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhPtAAK,False,,00007230,003G0000018f7ynIAA,0015o000008CydCAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - Littlehurst Ltd. - Fred Reichardt,Medium,"Policy #279877

Demographics have been saved

- minus 1 male, +1 female
- +1 year
- excellent claims experience",True,2015-06-22T16:56:02.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:08:56.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)946-7375,,fred.reichardt@canadalife.com,,,,,,,,,,,,,,,0.0,,0011600001l4YMDAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhQmAAK,False,,00007231,003G000001C3ZLlIAN,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Brian Nichol,Medium,"Policy #104068

Demographics saved\

- +2 male, -2 female
- average age +3 years (ltd), n/c (Life)
- high dental claims",True,2015-06-22T17:08:46.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:11:04.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,brian.nichol@ig.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YSjAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhRuAAK,False,,00007232,0030A0000031gUsQAI,001G000000vkmtLIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Emerito Guevarra,Medium,"Policy #107814

Demographics saved

- -3 years, +2 males
- good claims experience",True,2015-06-22T17:21:27.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:12:11.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)774-4471,,info@jeminsurance.ca,(204)772-6806,,,,,,,,,,,,,,0.0,,0011600001lUdZCAA0,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhaNAAS,False,,00007233,003G000001ARPc5IAH,001G000000vkXDzIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Bryan Lupe,Medium,"Policy #260166

Demographics saved

- +3 male, +2 female
- average age -3 years
- very good claims experience

- NO EMAIL ATTACHED TO SF (plug in error) RP",True,2015-06-22T17:27:43.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:21:28.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 447-1330,,bryan@bryanlupe.com,(204) 745-7407,,,,,,,,,,,,,,0.0,,0011600001l4YMnAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhgpAAC,False,,00007234,003G000001C3ZIGIA3,001G000000wjNroIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Rod MacLean,Medium,"Policy #263041

Demographics added

Life:
- average age +3 years
- lost 3 males

LTD: 
+5 years
-2 males

- high HC and DC experience

___________________
NO EMAIL IN SF - (plug in error) RP",True,2015-06-23T14:22:28.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:29:06.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,rod.maclean@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001l4YStAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhigAAC,False,,00007235,003G000001B3VvSIAV,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Steve Day,Medium,"Policy #267439

Demographics saved

- average age +1 year
- high Drug and DC experience. Good experience everywhere else

NO EMAIL IN SF - (plug in error) RP",True,2015-06-23T14:35:11.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:31:12.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 268-5669,,steve.day@sunlife.com,(204) 942-4209,,,,,,,,,,,,,,0.0,,0011600001l4YNdAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhkmAAC,False,,00007236,0030A0000031gUsQAI,001G000000vkmtLIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Emerito Guevarra,Medium,"Policy #275720

Demographics saved

- +1 year
- added 2 male, 1 female
- good claims experience

NO Email attached to SF - Plug In down - RP",True,2015-06-23T16:17:41.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:32:55.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)774-4471,,info@jeminsurance.ca,(204)772-6806,,,,,,,,,,,,,,0.0,,0011600001l4YNmAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhmdAAC,False,,00007237,003G000001C3ZM0IAN,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - James Rodgers,Medium,"policy #275914

demographics saved

- average age -2 years
- good claims experience",True,2015-07-08T15:48:57.000+0000,False,False,005G0000002gyHYIAY,2015-06-18T14:34:47.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,james.rodgers@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001l4YSqAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhqfAAC,False,,00007238,0030A0000029YAVQA2,001G000000vko0MIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Greg Imhoff,Medium,"Policy# 282950

Demographics saved

- +1 year
- good claims experience",True,2015-06-23T17:24:10.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:38:38.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)887-3017,,greg.imhoff@dfsin.ca,(807)887-3017,,,,,,,,,,,,,,0.0,,0011600001l4YNoAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhuNAAS,False,,00007239,003G000001IkV26IAF,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Lloyd Johnson,Medium,"policy #289373

demographics saved

- Life n/c on age
- LTd -2 years
- high Drug claims",True,2015-06-23T17:32:01.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:41:50.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 772-2424,(204) 981-4124,nexfin@mymts.net,(204) 772-6611,,,,,,,,,,,,,,0.0,,0011600001l4YO6AAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDhvVAAS,False,,00007240,003G0000018f7xAIAQ,001G000000urN7UIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Al Donald,Medium,"Policy #289373

demographics saved
Life
- added 4 male
- average agre -3 years

LTD:
-added 3 males
- average age -4 years
- higher HC and RX claims
- good Dc and VC claims",True,2015-06-23T17:43:36.000+0000,False,False,005G0000002hWfaIAE,2015-06-18T14:43:05.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 799-7733,,hial@hial.com,,,,,,,,,,,,,,,0.0,,0011600001l4YGCAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDl3XAAS,False,,00007241,0030A0000029brnQAA,001G000000vkelAIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000002gy1mIAA,2015-06-18T17:56:12.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)274-7115,,susan.bodnarchuk@optimize.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjINAA0,0.0,False,,,,,,005G0000002gy1mIAA,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDlzqAAC,False,,00007242,003G0000018f7aFIAQ,001G000000urNBTIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Ex-Gratia,Medium,"Plan member incurred an expense for Psychtherapist, which is not covered on Selectpac plans.  Value of claim = $95",False,,False,False,005G0000002gy6pIAA,2015-06-18T18:53:11.000+0000,005G0000002gy6pIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(519) 622-3900,,bill@steenbergenfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUckbAAC,0.0,False,,,,,,005G0000002gy6pIAA,,,,,,,0.0,0.0,0.0,,False,3941.0
5001600000gDsFwAAK,False,,00007243,003G0000018f7OEIAY,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Discussed a few of the ongoing opportunties I have been helping him Derek with while on bus ride to Jays game. Going to see Derek and Dave Mecke in a few weeks in Princton,Medium,,True,2015-06-19T14:29:14.000+0000,False,False,005G0000003SxRoIAK,2015-06-19T14:29:05.000+0000,005G0000003SxRoIAK,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(519)421-1060,,derek@trustedpartnerfinancial.ca,(519)539-7947,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3940.0
5001600000gDuIYAA0,False,,00007244,003G0000018f7jHIAQ,001G000000urN40IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Ex-Gratia major dental claim,High,"Issue having denture covered going back to Nov of 2014

Ex-gratia approved on June 19/15

Notice sent to advisor and AM",True,2015-06-19T15:52:31.000+0000,False,False,005G0000002gyCdIAI,2015-06-19T15:52:12.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(705) 507-4474,,isabel.ducharme@live.ca,,,,,,,,,,,,,,,0.0,,0011600001lUfeoAAC,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,3940.0
5001600000gDvwKAAS,False,,00007245,003G0000018f6uLIAQ,0015o000008CygBAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,23 year old Pilot,Medium,"Paul had some questions about a 5K life case, insured is a pilot. I asked him some prelim questions and explained that some Pilots can have ratings dependin on their job specifics. 
Consulted with John Caraher and discussed with Dennis Columbus, who Paul works closely with 
Prelim came back standard from Life underwritng",True,2015-06-19T16:45:34.000+0000,False,False,005G0000002gyG3IAI,2015-06-19T16:45:19.000+0000,005G0000002gyG3IAI,2024-02-07T18:33:04.000+0000,0055o0000019VX9AAM,2024-02-07T18:33:04.000+0000,(519)966-4400,(519) 790-9321,pdufour@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,3940.0
5001600000gDyTpAAK,False,,00007246,003G0000018f7WmIAI,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate succession planning,Low,,True,2015-06-19T18:15:00.000+0000,False,False,005G0000002heHMIAY,2015-06-19T18:14:52.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3940.0
5001600000gE8mAAAS,False,,00007271,003OH00000WDKo9YAH,001G000000vkdnGIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Phone,,Division Addition - worth $1400/month,Medium,,False,,False,False,005G0000002gyFcIAI,2015-06-22T14:03:32.000+0000,005G0000002gyFcIAI,2026-03-19T16:35:57.000+0000,0055o0000019VX9AAM,2026-03-19T16:35:58.000+0000,(416)915-2435,(519) 505-7592,tristan@johnstonshawinc.com,,,,,,,,,,,,,,,0.0,,0011600001nVKPxAAO,0.0,False,,,,,,005G0000002gyFcIAI,,,70116000000TE4TAAW,,,Quotation,0.0,0.0,0.0,,False,3937.0
5001600000gE9VjAAK,False,,00007272,003G000001hVqWQIA0,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,FU on case for Par with riders,Medium,,True,2015-06-22T14:38:44.000+0000,False,False,005G0000003SxRoIAK,2015-06-22T14:38:37.000+0000,005G0000003SxRoIAK,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(519)669-9996,519 590 0744,jake.radcliffe@pixelfinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEAZ3AAO,False,,00007273,003G0000018f72sIAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,revised sent June 22,False,,False,False,005G0000002gy2sIAA,2015-06-22T15:30:19.000+0000,005G0000002gy2sIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)624-7413,(807) 630-2574,john@covellofinancial.com,,,,,,,,,,,,,,,0.0,,001G000001bQxURIA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEEe5AAG,False,,00007274,003G000001ARYTvIAP,001G000000vkcn6IAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same employee counts and average age went up by 3. 99% credible group.

revised AY",False,,False,False,005G0000002gy2sIAA,2015-06-22T18:46:07.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807) 346-6720,,douglas.robinson@sunlife.com,(807) 344-9838,,,,,,,,,,,,,,0.0,,0011600001lUjhaAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEEhEAAW,False,,00007275,0030A0000029mQQQAY,001G000000vkZKXIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,revised June 22,False,,False,False,005G0000002gy2sIAA,2015-06-22T18:48:05.000+0000,005G0000002gy2sIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)982-1860,,lvokey@assante.com,(204)982-1862,,,,,,,,,,,,,,0.0,,0011600001lUjfqAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEEiHAAW,False,,00007276,003G000001Ry5G0IAJ,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added a new div from last renewal and changed thier rates with this amendment. Current volumes are less than when the amendment was proceeded, causing pooled rates to increase.

Rates for PDD and HC were really off so went to Head Office to correct. There is an email from Claude on file for new indicated rates.",False,,False,False,005G0000002gy2sIAA,2015-06-22T18:48:44.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807) 623-9022,,dtoivonen@brokerlink.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjhjAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEEquAAG,False,,00007277,0030A0000029jMJQAY,001G000000vkXfYIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,lost 1 employee and ave age went down by 10 for Life. Added 1 more employee and ave age went down by 14 years.,False,,False,False,005G0000002gy2sIAA,2015-06-22T18:56:18.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)683-0683,,rmcfp@shaw.ca,(807)683-0683,,,,,,,,,,,,,,0.0,,0011600001lUjIOAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEF01AAG,False,,00007278,003G0000018f7yiIAA,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 2 employees and ave age went up by 1.
HC and VC had LR over TLR in prior year 1 which still impacted the indicated.

Revised July 3 AY",False,,False,False,005G0000002gy2sIAA,2015-06-22T19:02:26.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,(204) 791-0253,tony.maruca@nbifirm.com,,,,,,,,,,,,,,,0.0,,0011600001lUjHzAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEF3KAAW,False,,00007279,003G0000018f7yAIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 and ave age went up by 3 years.
Extreamly high Drug claim but other benefits are under TLR.",False,,False,False,005G0000002gy2sIAA,2015-06-22T19:05:03.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)684-1825,,mike@mlsfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjHdAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEFD0AAO,False,,00007280,0030A0000029lGJQAY,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 employee and ave age went up by 2.
Aboev TLR on HC and DC.",False,,False,False,005G0000002gy2sIAA,2015-06-22T19:13:42.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)371-7137,,cal.richardson@hotmail.com,(878)322-2055,,,,,,,,,,,,,,0.0,,0011600001lUcxxAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEFHCAA4,False,,00007281,0030A0000029et2QAA,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 male and ave age went up by 2.
Good experience for all benefits expect for VC. High claims on HC and DC for prior year 1.",False,,False,False,005G0000002gy2sIAA,2015-06-22T19:17:10.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)943-6828,,paul.slusarchuk@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,0011600001lUjhqAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEFOwAAO,False,,00007282,003G0000018f6kEIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 3 employees and ave age went up by 5 years.
Great experience for all experience rated.

revised AY",False,,False,False,005G0000002gy2sIAA,2015-06-22T19:23:20.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)628-2028,(807) 628-2028,albert@albertdrake.com,,,,,,,,,,,,,,,0.0,,0011600001lUhoKAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEFkiAAG,False,,00007283,003G000001C3ZKJIA3,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost one female and ave age went up by 3 years.
Above TLR on HC for all 3 years, Prior 1+2 for DC. Credibility went up by 25% fofrom last renewal which causing the rates to increase significantly based on their experiences.",False,,False,False,005G0000002gy2sIAA,2015-06-22T19:40:10.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,bob.matthes@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUjhvAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEFroAAG,False,,00007284,003G000001ARYviIAH,001G000000vkcsaIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same employee numbers but ave age went up by 3. Good experience for the current year. Above TLR on HC and VC for Prior year 1+2.

revised Aug 4 AY",False,,False,False,005G0000002gy2sIAA,2015-06-22T19:45:11.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 987-2514,,jim@nwcp.ca,(204) 987-2513,,,,,,,,,,,,,,0.0,,0011600001lUjfyAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEG5bAAG,False,,00007285,003G000001ARYwtIAH,001G000000vkdO4IAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same employee counts(2), just went up by 1 year for aver age. Had high claims for HC in Prior 1 and high on DC for the current year",False,,False,False,005G0000002gy2sIAA,2015-06-22T19:55:59.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 947-8514,(204) 955-9939,viray@mts.net,,,,,,,,,,,,,,,0.0,,0011600001lUjg4AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEGBoAAO,False,,00007286,003G0000018f6uNIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same numbers of employees, ave age went up by 3 years. High claims for HC, DC and VC. They may be losing 1 division from ths group.

revised AY",False,,False,False,005G0000002gy2sIAA,2015-06-22T20:01:13.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)935-1760,(807) 251-9444,kyle@shaenwealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUjG3AAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEGFvAAO,False,,00007287,003G0000018f7wxIAA,001G000000urN83IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 4 employees and ave age stayed the same.
100% credible group.

Revised July 3 AY",False,,False,False,005G0000002gy2sIAA,2015-06-22T20:05:02.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)989-7676,,jason@wpg-plan.com,,,,,,,,,,,,,,,0.0,,0011600001lUcvsAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEGQeAAO,False,,00007288,003G0000018f6f2IAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 employee and ave age went up by 3 years.

revised  July 3 + July 22 AY",False,,False,False,005G0000002gy2sIAA,2015-06-22T20:14:14.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)697-1749,(807) 627-9510,t.mihaljevic@mbenefits.ca,(807)623-8743,,,,,,,,,,,,,,0.0,,0011600001lUhoFAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEGcpAAG,False,,00007289,003G000001ARQIJIA5,001G000000vkYVOIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 2 employees and ave age went up by 3 years. great experience overall.,False,,False,False,005G0000002gy2sIAA,2015-06-22T20:24:59.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807) 345-5534,,markmoulson@icloud.com,(807) 345-8286,,,,,,,,,,,,,,0.0,,0011600001lUjIUAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEGjMAAW,False,,00007290,003G0000018f6pVIAQ,0015o000008CytHAAS,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,Email,,Serge Fournier,Medium,"De : Morin, Bernard 
Envoyé : 3 juin 2015 22:22
À : Lapointe, Jasmin
Objet : Dossier Serge Fournier 


Salut Jasmin, 

On a déjà parlé de ce dossier, mais je pense qu’avec le service Qtrade de Émile, on est peut-être mieux positionné.

Le client, est prêt à nous écouter et si on lui arrive avec une solution pour sécurisé une partie et qu’on lui donne par exemple un revenu de dividendes entre 3 et 8% il sera ouvert à nous en transférer une partie.
A nous d’avoir de bons argument.

Note qu’il s’apprête à vendre sa cie, sa part un autre 3 M, donc c’est une belle occasion. 

Voir ici-bas le résumé de ses placements en Valeur mobilière qu’il gère lui-même et qui est ouvert à déléguer une partie :

J’ai pris d’autre notes, à voir quand on en parle demain.
 A discuter avec Geneviève et Emile

Merci beaucoup !

De : Serge Fournier [mailto:s.fournier@lgt.ws] 
Envoyé : 8 décembre 2012 08:01
À : Morin, Bernard
Cc : Serge Fournier
Objet : Placements

Salut Bernard,

J’espère que ça vas bien la petite famille et toi,

Excuse-moi pour les délais, mais ç’a brassé et ça brasse encore !!!!

Tel que demandé tu trouveras plus bas le sommaire de mes placements en bourse, comme mentionné c’est moi qui gère mes transactions dans deux Compagnies de courtage. Je ne sais pas ce qu’elle sorte d’analyse que tu veux faire, mais je contrôle très bien mes placements.

Redonne moi de te nouvelles, il faudrait faire fermer mes comptes dans ma gestion et personnels et me retourner l’argent.

Merci.

Salutations.


		%	Valeur
Globale
			
Sous-total industriel	16%	     513 337,00  $ 
Sous-total ressource	4%	     127 140,00  $ 
Sous-total assurance	15%	     484 043,75  $ 
Sous-total finance	23%	     720 047,20  $ 
Sous-total immobilier	8%	     268 191,00  $ 
Sous-total technologie	6%	     206 243,00  $ 
Sous-total services	1%	       31 276,00  $ 
Sous-total télécom	0%	                   -    $ 
Sous-total Énergie	10%	     305 570,00  $ 
Sous-total Santé	10%	     307 580,00  $ 
Sous-total autre	7%	     214 616,48  $ 
			
GRAND TOTAL	 	  3 178 044,43  $",False,,False,False,005160000068bqBAAQ,2015-06-22T20:30:12.000+0000,005160000068bqBAAQ,2024-08-08T19:07:08.000+0000,0055o0000019VX9AAM,2024-08-08T19:07:09.000+0000,(418)564-7169,(418) 564-7169,bernard.morin@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,Quotation,3.0,0.0,0.0,,False,3937.0
5001600000gEGolAAG,False,,00007291,003G0000018f7yiIAA,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 4 employees and ave age went down by 1.
High claims for VC. High on DC in prior year 1.

Revised July 6 AY",False,,False,False,005G0000002gy2sIAA,2015-06-22T20:34:58.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,(204) 791-0253,tony.maruca@nbifirm.com,,,,,,,,,,,,,,,0.0,,0011600001lUjI1AAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEHNMAA4,False,,00007292,0031600002a5nX3AAI,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"revised AY June 22

revised AY July 20 (Head Office adjusted STD rate)",False,,False,False,005G0000002gy2sIAA,2015-06-22T21:09:12.000+0000,005G0000002gy2sIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 220-4029,(204) 510-5303,ricky@imperialbenefits.ca,(204) 272-3433,,,,,,,,,,,,,,0.0,,001G000000vnBtvIAE,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEHUhAAO,False,,00007293,0030A000004KaOMQA0,001G000000urN6vIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Dental Claim - Ex-Gratia - ID#6,Medium,"ID#6 (Owner) was declined on his filling claim as he was a few weeks too early based on the two year provision for replacement fillings. Claim was for  $148.

A GCCS supervisor contacted me to let me know of the esclation as the owner was threatening to leave GWL if we didnt pay the claim. I then spoke to Bernie to let her in and see what her thoughts were on the claim. 

Ex-gratia was approved June 22, 2015 and a letter was sent to the client.",True,2015-06-22T21:20:41.000+0000,False,False,005G0000003TIN8IAO,2015-06-22T21:16:54.000+0000,005G0000003TIN8IAO,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(306)308-5458,,bernadette.deobald@westernfg.ca,,,,,,,,,,,,,,,0.0,,0011600001lUboMAAS,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,3937.0
5001600000gEPH2AAO,False,,00007318,003G0000018f6uNIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 employee and ave age went up by 1.
Great ecperience for all exp rated benefits.",False,,False,False,005G0000002gy2sIAA,2015-06-23T15:50:48.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)935-1760,(807) 251-9444,kyle@shaenwealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGHAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEPR7AAO,False,,00007319,003G0000018f7yeIAA,001G000000urN7vIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 1 employee, ave age went up from 41 to 45.
Good experience for Drug and HC. A bit high on DC and VC.",False,,False,False,005G0000002gy2sIAA,2015-06-23T15:57:36.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807) 468-3333,,gforsyth@standardinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcwQAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEPYSAA4,False,,00007320,003G000001B50PnIAJ,001G000000vlzf9IAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"addede 1 employees, ave age stayed the same.",False,,False,False,005G0000002gy2sIAA,2015-06-23T16:04:04.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807) 346-1632 ext 4,,david@unisonbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUjgUAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gERdbAAG,False,,00007321,003G0000018f7GdIAI,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Medium,partial premium vacation,True,2016-04-15T13:29:40.000+0000,False,False,005G0000002gy2wIAA,2015-06-23T18:00:58.000+0000,005G0000002gy2wIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,1.0,1.0,0.0,,False,3936.0
5001600000gES8eAAG,False,,00007322,0030A0000029ca4QAA,001G000000wjNrAIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"Added 1 employee and ave age stayed the same.
Great experience for the current year. Had Drug & DC above TLR on prior 1+2",False,,False,False,005G0000002gy2sIAA,2015-06-23T18:28:56.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)345-6363,,robin.wright@ig.ca,(807)345-0741,,,,,,,,,,,,,,0.0,,0011600001lUjiRAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gESTcAAO,False,,00007323,003G000001B50PnIAJ,001G000000vlzf9IAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 1 and ave age went down by 1. Great experience except for Hc and DC.,False,,False,False,005G0000002gy2sIAA,2015-06-23T18:47:59.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807) 346-1632 ext 4,,david@unisonbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUjgQAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gESuiAAG,False,,00007324,003G000001C3ZJvIAN,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same employee counts, just 1 year older.
Drug and DC have good experience. Had extreamly high HC claims for Prior 1+2 which is impacting the rates. Similar situation for VC as well.",False,,False,False,005G0000002gy2sIAA,2015-06-23T19:09:57.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,holly.kitchen@ig.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjicAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gESyBAAW,False,,00007325,003G0000018f7x2IAA,001G000000urN7kIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same employee counts, ave age went up by 1.
186% LR for HC for the current year.

Revised July 6 AY",False,,False,False,005G0000002gy2sIAA,2015-06-23T19:13:33.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,bryan.tinling@mymts.net,,,,,,,,,,,,,,,0.0,,0011600001lUkkMAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gET3QAAW,False,,00007326,0030A0000029mpgQAA,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,same employee counts and ave age went up by 1 year. Above TLR on Drug and HC(This one is over 200%),False,,False,False,005G0000002gy2sIAA,2015-06-23T19:17:56.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)489-4640,,t.driedger@investorsgroup.com,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001lUjiWAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gETD1AAO,False,,00007327,0030A0000029YVIQA2,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,,True,2015-07-02T12:18:52.000+0000,False,False,005G0000002gy1mIAA,2015-06-23T19:25:50.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)257-0999,,sridd@harbourfrontwealth.com,(204)257-0003,,,,,,,,,,,Other,,,0.0,,0011600001lUjiFAAS,0.0,False,,,,,,005G0000002gy1mIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gETixAAG,False,,00007328,0030A0000029et2QAA,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same demographic, average age went up by 1 but the oldest employee went up to a next age band which is increasing their life rate. High claims for Drug and HC for the current and high on DC and VC prior year 1. Their experience rated are going up significantly.

Revised July 6 AY",False,,False,False,005G0000002gy2sIAA,2015-06-23T19:53:46.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)943-6828,,paul.slusarchuk@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,0011600001lUjiFAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEU7dAAG,False,,00007329,003G0000018f7xnIAA,001G000000vHQOQIA4,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - ANDREW CLARKE,High,"Demo Pages ready in folder
POLICY# 249635

aveage age - 2 year
added 1 female
high drug claims, all other claims good",True,2015-07-08T15:56:31.000+0000,False,False,005G0000002gyHYIAY,2015-06-23T20:16:01.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)487-6556,(204) 791-7813,andrew_clarke@clarkefinancialplanning.com,,,,,,,,,,,,,,,0.0,,0011600001l4YHaAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEU83AAG,False,,00007330,003G0000018f7xCIAQ,0015o000008CydDAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A _ RENEWAL - PAT NORD,High,"Demographic Pages ready in their folder
POLICY# 249684

- average age -  2 years, +2 males
- high drugs, HC and VC claims",True,2015-07-08T16:01:11.000+0000,False,False,005G0000002gyHYIAY,2015-06-23T20:17:14.000+0000,005G0000002hWfaIAE,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204) 946-8179,,pat@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGTAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEUCEAA4,False,,00007331,003G000001lDsn1IAC,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,A _ RENEWAL - HARLEY MCCORMICK,Medium,"Demographic Pages in their folders
POLICY# 275796

- +7male, +1 female, A.A. -2 years
- high drug and dental claims",False,,False,False,005G0000002hWfaIAE,2015-06-23T20:20:42.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 748-2300,(204) 851-6104,hmccormick@guildinsurance.ca,(204) 748-2340,,,,,,,,,,,,,,0.0,,0011600001lUcvXAAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEUE5AAO,False,,00007332,0030A0000029UfmQAE,001G000000urN7YIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - DON KOTZ,Medium,"Demographic Pages in their folder
POLICY# 267662

- average age -2 years
- good claims experience",True,2015-07-09T14:40:55.000+0000,False,False,005G0000002hWfaIAE,2015-06-23T20:22:15.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)414-9173,,don@hargravemb.ca,(204)414-9179,,,,,,,,,,,,,,0.0,,0011600001l4YINAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEUIlAAO,False,,00007333,0030A0000029YyJQAU,001G000000wjNrcIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 2 employees and ave age went down by 1.
Great experience except for DC",False,,False,False,005G0000002gy2sIAA,2015-06-23T20:26:01.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)627-5858,,laura.fralick@ig.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjiGAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEUNqAAO,False,,00007334,003G0000018f72sIAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 2 employees and ave age went down by 1.
Good experience except for VC. This is their second year and new formula is applied and therefore, GB40 front page shows 100% for benefits with good experience. I am investing heavily to make sense of this.",False,,False,False,005G0000002gy2sIAA,2015-06-23T20:31:22.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)624-7413,(807) 630-2574,john@covellofinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGOAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEUUmAAO,False,,00007335,0030A0000029et2QAA,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal Negotiation,Medium,"same employee number, ave age went up by 1.
Good current experience for all except for VC and had high claims for HC in prior year 1.",False,,False,False,005G0000002gy2sIAA,2015-06-23T20:36:57.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)943-6828,,paul.slusarchuk@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,0011600001lUjiNAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEUbEAAW,False,,00007336,0030A0000029jIGQAY,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,same employee counts and average age went up by 1.,False,,False,False,005G0000002gy2sIAA,2015-06-23T20:42:24.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)346-8880X218,,vkcheng@lakeheadu.ca,(807)346-8885,,,,,,,,,,,,,,0.0,,0011600001lUjgsAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3936.0
5001600000gEaIOAA0,False,,00007337,0031600002C5IO7AAN,0011600001m0oiGAAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Advisor Admin Training,Medium,June 23rd - Spent time with Jay and Jeanette to go over Plan Admin information and how I support them and their clients as SRep.,True,2015-06-24T13:33:43.000+0000,False,False,005G0000002gxymIAA,2015-06-24T13:25:35.000+0000,005G0000002gxymIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(613) 763-1491 x100,(613) 851-5566,hugh@procorpfinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gxymIAA,,,,,,Presentation,0.0,0.0,0.0,,False,3935.0
5001600000gEar9AAC,False,,00007338,0030A0000029pB3QAI,001G000000yWvICIA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Mar 1 2015 amendment to add disp fee max set up incorrectly,Medium,"Email June 24

Hello M&DS, A dispensing fee deductible was incorrectly set up on this policy.  It should have been a dispensing fee max of $8.  We now have a situation where members have been over paying since March 1st.  Can we please run the drug claims for each member and have claims reassessed?

I’m so sorry to have to ask, I realize this should have been caught sooner.

If there is anything I can do to make this process easier please let me know.


Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355 

_____________________________________________
From: DelMundo, Wilma 
Sent: Tuesday, June 23, 2015 3:33 PM
To: Dykstra, Mary
Cc: Arsenault, Chantell
Subject: RE: Amendment National Transportation 290747 effective March 1, 2015


This has been corrected, this was missed as my eyes caught the ones on the submission sheet.  The change on tandem will take effect tomorrow, I am sending you the revised pdf’s for contract and booklet.  sorry for the oversight.  

Wilma Del Mundo 
Administrator-New Groups & Amendments, Selectpac Underwriting & Admin
 THE Great-West Life ASSURANCE COMPANY
 (204) 946-8663 / (204) 946-8907 /Wilma.Delmundo@gwl.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 


_____________________________________________
From: Dykstra, Mary 
Sent: Tuesday, June 23, 2015 2:27 PM
To: DelMundo, Wilma
Cc: Toews, Rosevita; Friesen, Michelle; Arsenault, Chantell
Subject: RE: Amendment National Transportation 290747 effective March 1, 2015


Hi Wilma,

As per our phone conversation, please see the attached amendment.  Please confirm it was a dispensing fee maximum of $8.00 added to the drug plan for all classes effective March 1, 2015.


 << File: Scanned from a Xerox Multifunction Device.pdf >> 

Mary Dykstra 
Sr. Administrative Coordinator 
Employee Benefits 
Sales and Marketing Centre 
Great-West Life Assurance Company 
144 Pine Street, Suite 201 
Sudbury, ON   P3C 1X3 
Ph:  (705) 675-0371 
Fax:  (705) 675-6248 

  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive these messages, simply reply to this message with the word “unsubscribe” in the subject line.  


_____________________________________________
From: DelMundo, Wilma 
Sent: Tuesday, June 23, 2015 3:10 PM
To: Dykstra, Mary
Cc: Toews, Rosevita; Friesen, Michelle; Arsenault, Chantell
Subject: RE: Amendment National Transportation 290747 effective March 1, 2015


Amendment is to add DISPENSE FEE.

Wilma Del Mundo 
Administrator-New Groups & Amendments, Selectpac Underwriting & Admin
 THE Great-West Life ASSURANCE COMPANY
 (204) 946-8663 / (204) 946-8907 /Wilma.Delmundo@gwl.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 


_____________________________________________
From: Dykstra, Mary 
Sent: Tuesday, June 23, 2015 2:08 PM
To: DelMundo, Wilma
Cc: Toews, Rosevita; Friesen, Michelle; Arsenault, Chantell
Subject: RE: Amendment National Transportation 290747 effective March 1, 2015


 Hi Wilma,

I want to confirm that it is to add a dispensing fee maximum of $8.00 not a dispensing fee deductible

Thanks 


Mary Dykstra 
Sr. Administrative Coordinator 
Employee Benefits 
Sales and Marketing Centre 
Great-West Life Assurance Company 
144 Pine Street, Suite 201 
Sudbury, ON   P3C 1X3 
Ph:  (705) 675-0371 
Fax:  (705) 675-6248 

  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive these messages, simply reply to this message with the word “unsubscribe” in the subject line.  


_____________________________________________
From: DelMundo, Wilma 
Sent: Tuesday, June 23, 2015 3:05 PM
To: Dykstra, Mary
Cc: Toews, Rosevita; Friesen, Michelle
Subject: FW: Amendment National Transportation 290747 effective March 1, 2015


HI Mary,

The amendment was to add dispense fee to drugs and this was correctly set up on PAS.  I checked tandem and it looks like tandem was only updated for class 1,  I have updated class 2 with disp fee. Let us know if any discrepancy occurs after this correction.  

Michelle – this is a tandem error on whoever added tandem for this policy.  PAS is correctly updated.

Wilma Del Mundo 
Administrator-New Groups & Amendments, Selectpac Underwriting & Admin
 THE Great-West Life ASSURANCE COMPANY
 (204) 946-8663 / (204) 946-8907 /Wilma.Delmundo@gwl.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 


_____________________________________________
From: Friesen, Michelle 
Sent: Tuesday, June 23, 2015 1:43 PM
To: DelMundo, Wilma
Cc: Toews, Rosevita; Dykstra, Mary
Subject: RE: Amendment National Transportation 290747 effective March 1, 2015


Hi Wilma, 

This was one of your amendments, please review.
Thank you,
Regards, 
Michelle Friesen 
The Great-West Life Assurance Company 
Selectpac Underwriting and Administration
Phone: (204) 946-8400 
Fax: (204) 946-8907 
Email: michelle.friesen@gwl.ca 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la presente communication, y compris tout fichier joint, est confidentiel et peut etre privilegie. Si vous n'etes pas le destinataire vise (ou si vous ne recevez pas la presente communication au nom du destinataire vise), veuillez en aviser immediatement l'expediteur et supprimer ou detruire le present message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. A noter: Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilite pour ce qui est de la perte ou des dommages causes par la presence d'un virus.


_____________________________________________
From: Dykstra, Mary 
Sent: Tuesday, June 23, 2015 1:29 PM
To: Friesen, Michelle
Subject: Amendment National Transportation 290747 effective March 1, 2015
Importance: High


Hi Michelle,

Can you please check the amendment that was sent up Feb 2, 2015, effective March 1, 2015.   According to the Advisor is advising that when the members are dispensing their prescriptions they are being charged an $8.00 dispensing fee and an $8.00 dispensing fee maximum.

I checked the amendment we sent up to Head Office and it only indicates a $8.00 dispensing fee maximum.  Can you check to ensure this is how the amendment was processed.  We are concerned that the claims are being processed incorrectly.

Mary Dykstra 
Sr. Administrative Coordinator 
Employee Benefits 
Sales and Marketing Centre 
Great-West Life Assurance Company 
144 Pine Street, Suite 201 
Sudbury, ON   P3C 1X3 
Ph:  (705) 675-0371 
Fax:  (705) 675-6248 

  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive these messages, simply reply to this message with the word “unsubscribe” in the subject line.",True,2015-08-14T15:02:03.000+0000,False,False,005G0000002gyCdIAI,2015-06-24T13:56:41.000+0000,005G0000002gyCdIAI,2024-02-29T15:07:37.000+0000,0055o0000019VX9AAM,2024-02-29T15:07:37.000+0000,(705)942-6787,(705) 255-1065,mpigeon@wealthyourway.ca,(705)942-3515,,,,,,,,,,,,,,0.0,,001G0000017CiiuIAC,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,3935.0
5001600000gEbJmAAK,False,,00007339,003G0000018f7kCIAQ,001G000000urMzqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,June's bill,High,Div 3 - bill stated 162.46 would be withdrawn however 314.49 was.  Emailed Charito for explanation.,True,2015-09-23T16:47:37.000+0000,False,False,005G0000002gy7UIAQ,2015-06-24T14:22:43.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(902) 446-3900,(902) 880-1044,daviddraper@eastlink.ca,,,,,,,,,,,,,,,0.0,,0011600001mZvUuAAK,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3935.0
5001600000gEgOSAA0,False,,00007340,003G000001C3YtCIAV,001G000000wjNrEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Eligible employees not registered,Medium,"Pat called needing support to register new members.
Discovered that they were eligible for the plan from start date of April 1/15.
Owner on holiday, Pat has documents and process for release of late applicants.  
He will confirm with owner about others in the same situation.",True,2015-06-24T16:53:14.000+0000,False,False,005G0000002gy4AIAQ,2015-06-24T16:53:06.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(613) 798-7700,,patrick.dowling@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001m2g67AAA,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3935.0
5001600000gEgOXAA0,False,,00007341,003G0000018f73qIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Low,,True,2016-04-15T13:30:05.000+0000,False,False,005G0000002gy2wIAA,2015-06-24T16:53:09.000+0000,005G0000002gy2wIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(647)832-1568,(647) 832-1568,hezeng.li@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,1.0,1.0,0.0,,False,3935.0
5001600000gEizqAAC,False,,00007342,0030A0000029m0vQAA,001G000000wjNrBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Name Change Amendment; not processed properly,Medium,"Hi Dominic,
Please know that whenever a company name change is requested, we require a specific name change form / ownership form completed.

I am not sure why this was not completed before however we will require it to proceed.  Once completed and signed, please scan or fax back to my attention for handling.
 
Thanks Dominic and we apologize for any inconvenience.

Kind regards,
Lindsay
_____________________________________________
From: Stacey, Lindsay 
Sent: Wednesday, June 17, 2015 3:32 PM
To: dvaz@citykitchen.ca
Cc: Stacey, Lindsay; Zuzarte, Robert
Subject: City Kitchen, 273913


Hi Dominic,
Thank you for your phone call.

I have pulled your file and it appears that the signed amendment letter did not indicate the updated numbers to include in the name change.  That said, as we do have documentation of the correct name and the void cheque which also indicates the correct name, we have requested the company name be updated using such.  I will let you know if this is a possibility or whether another amendment letter will be required.

In addition, as Jessie would like to be added to the plan as she is now working more than 24 hours a week, we would require completion of the attached enrollment form.  As there is a 6 month waiting period on this plan, eligible new employees should be added to the plan within 6 months of their full time date of employment to avoid having to provide medical evidence.
 << File: ~Employee Enrolment 10-13.pdf >> 
Once the application is completed, signed and dated, please forward the original to my attention for handling.

Thanks Dominic,
Lindsay

Lindsay M. Stacey
Sr. Service Representative, Employee Benefits
Sales and Marketing Centre, Central Ontario Region
The Great-West Life Assurance Company
2 Simcoe Street South, Suite 400, Oshawa ON L1H 8C1
Tel: (905) 721-3433  Toll Free: 1-800-663-3585 ext. 3433
Fax: (905) 571-4131
lindsay.stacey@gwl.ca

. 
If you no longer want to receive these messages from our office, simply reply to this message with the word “unsubscribe” in the subject line.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2017-02-13T18:51:03.000+0000,False,False,005G0000002hHXBIA2,2015-06-24T18:11:06.000+0000,005G0000002hHXBIA2,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(905)434-8400,,robert.zuzarte@investorsgroup.com,(905)424-6877,,,,,,,,,,,,,,0.0,,0011600001lUiHqAAK,0.0,False,,,,,,005G0000002hHXBIA2,,,,,,,0.0,0.0,0.0,,False,3935.0
5001600000gEpHyAAK,False,,00007343,003G0000018f7GBIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Is an 84 year old eligible for LIB,Medium,"Yes, but not for LIRA/LIF which are ineligible for LIB

And, the money deposited does not receive a 100% DB guarantee until the 5th year has passed",True,2015-06-25T12:41:26.000+0000,False,False,005G0000002gy7yIAA,2015-06-25T12:41:19.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(905)276-1177X234,(647) 272-6085,rob.mackenzie@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,,0.0,0.0,0.0,,False,3934.0
5001600000gEsrzAAC,False,,00007368,003G0000018f7yqIAA,001G000000vko0MIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,lost 2 employees with average age stayed the same.,False,,False,False,005G0000002gy2sIAA,2015-06-25T15:18:22.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807) 625-8442,,michael.brady@dfsin.ca,(807) 623-6465,,,,,,,,,,,,,,0.0,,001G000001YLTcDIAX,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3934.0
5001600000gEstRAAS,False,,00007369,003G0000018f7GxIAI,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Arizona Student Prelim,Medium,"I have a client who is CDN citizen, 23 year old, who’s moving to Arizona to complete his degree as a  profusionist (tech in the OR).  He will be in Arizona for  2 years after which he will return to Canada. 
He is looking for life insurance to cover the education cost ($250k).

Can you please advise if we can offer life insurance for him?  Thanks!  


If your client will still be a resident for Canadian income tax purposes, we will be able to consider him for coverage.  

If your client will no longer be a resident of Canada for income tax purpose, you will have to follow the non-resident guidelines.

Have a nice day!",True,2016-06-09T16:34:42.000+0000,False,False,005G0000002gyG3IAI,2015-06-25T15:19:16.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(519)967-1180,(519) 977-3064,mderikx@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,3934.0
5001600000gEuYYAA0,False,,00007415,0031600002DPxFJAA1,001G000000wjNr9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Issues with payments/premiums,Medium,"Case Discription:

1.	Open enrollment effective Aug 15, not processed until Oct 15 bill (we backdated) 
2.	After delivered a bunch of ee's were term'd and changes made to other enrollment, credits issued 
3.	Oct and Nov bills had lots of adjustments, was hard to get it sorted with owner
4.	May 15th closed div 2 via amendment credit of 617.95 was requested to be transferred to div and was missed by HO 
5.	May 29th Notified HO after being contacted by client that amt came out of her account, they transferred credit, client demanded we meet in person as now she is questioning all of her bills and believes she is being over charged... 
6.	Back to when we removed div 2, advisor sent me new void chq for div 1 and I misunderstood her. I thought she told me the banking info in chq was same as what was currently setup for div 2. HO told me bank info was same for both divisions, so I thought there was no change to be made and didn't send it, this caused a payment to be returned
7.	Met with client on Jun 11 went through all premiums back to Oct, resolved that charges were correct, reviewed issue with banking info, agreed what would come out when to catch up for May and pay current June premiums, also discussed upcoming renewal, but that doesn’t pertain to our issue at hand 
8.	June 11th asked for new banking and payment scheduled as discussed with client/advisor (attached email- open PDF amt and dates written on request as well)
9.	I checked the account on the 16th to ensure it was handled and I seen there was another error (see attached email date June 19)
10.	Amt o/s for May and current June premiums taken on the 19th instead of two dates requested
11.	There are now two NSFs because they tried to take out for the 15th using old account again (see attached email June 19)- I advised client that I would ask HO to refund her previous NSF charge at her bank as it was our error, was waiting to see if the premium for May went through before asking. Now I’d like two NSF refunds   

June 22nd Trudy confirmed NSF charges will be refunded need bank statements

June 22nd sent email to client requested bank statements

June 25th places call to advisor to gauge her feelings of keeping plan w/GWL and also me contacting client.  She is advising client to keep GWL and asked I do contact client

June 25 Called client (PH) expressed regret for what happened apologized and explained we do value her business.  Asked for copy of bank statements she agreed and will email to me. ASked if it's ok to credit bill with NSF refunds she said yes

Michelle held rates for no increase on renewal

July 6th advisor confirmed they will stay with GWL and EE meeting is booked for July 13th @ 6 PM",True,2015-07-08T13:59:25.000+0000,False,False,005G0000002gyCdIAI,2015-06-25T16:42:02.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(705) 472-4731,,liz.brazeau@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUgZ0AAK,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,Presentation,0.0,0.0,0.0,,False,3934.0
5001600000gF3nZAAS,False,,00007428,003G0000018f7TdIAI,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Groupnet Training/ admin training,Low,"Did groupnet training and admin Training with Bruce, (owner). Talked about late applicant status, cob. our new admin guide, went through the gorupnet training, showing him adding employees, terminating, beneficiary listing",True,2016-03-16T18:34:06.000+0000,False,False,005G0000002gy4FIAQ,2015-06-26T14:33:59.000+0000,005G0000002gy4FIAQ,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(613) 834-3268,,jdoolan1@rogers.com,,,,,,,,,,,,,,,0.0,,0011600001lUcMPAA0,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3933.0
5001600000gF4eEAAS,False,,00007429,003G0000018f6p4IAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Sun Life product question,Medium,"Curtis asked if he could AOR this sun life client. 
He also was asking about the dividends and cash values. We went over the policy statement that he had on hand and I did point out that some of the cash values were clearly indicating guaranteed and that some were not. I advised that client should confirm CSV values before proceeding if they are interested in the exact amount of CV. I did clarify that SL is not on our intercorporate product shelf.",True,2015-06-26T15:20:43.000+0000,False,False,005G0000004dZxMIAU,2015-06-26T15:20:28.000+0000,005G0000004dZxMIAU,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(403) 261-4690 x260,,curtis.mckay@freedom55financial.com,(403) 265-5984,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,0.0,0.0,0.0,,False,3933.0
5001600000gFCVrAAO,False,,00007430,003G000001biclsIAA,001G000000urMr2IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client Defined Pension Plan Inquiry,Medium,"Luna, the advisor, has a case of retirement planning. The case is for a working couple. The wife is a daycare worker, no pension, has personal RRSP savings. The husband has defined benefit pension from work place. The clinet provide the advisor the pension plan info, Luna needs support to fully understand the pension rules. 
After reviewing the information folder, i provided the help for Luna to understand how to calculate the pension amount in order for the advisor to provide a more thorough retirement planning.",True,2015-06-27T03:10:37.000+0000,False,False,005G0000002gyCuIAI,2015-06-27T03:09:30.000+0000,005G0000002gyCuIAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(905) 886-5688,,jie.gao@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,Analysis Document,1.0,0.0,0.0,,False,3933.0
5001600000gFCa3AAG,False,,00007431,003G0000018f7CYIAY,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Leverage Investment, Freedom fund to LL New Seg",Medium,"Advisor has an leverage investment account for himself. It was invested in Freedom fund. Due to the 8 fund rules, the advisor can not modify his investment portfolio using any new funds. He would like to transfer the investment from Freedom Fund to LL New Seg Funds. 
I offered the help for the porper precedure. And teh advisor is satisfied with the help.",True,2016-08-08T17:16:14.000+0000,False,False,005G0000002gyCuIAI,2015-06-27T03:35:34.000+0000,005G0000002gyCuIAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(647)219-7404,(647) 219-7404,jerry.liu@trilliumcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,,1.0,0.0,0.0,,False,3933.0
5001600000gFI3UAAW,False,,00007432,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#274655 - June 2015 - Open Enrollment,Medium,"Open Enrollment processed June 1st, 2015 - added two new employees. Mg.",True,2015-06-29T13:54:06.000+0000,False,False,005G0000002gxymIAA,2015-06-29T13:53:47.000+0000,005G0000002gxymIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOiAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3930.0
5001600000gFLHAAA4,False,,00007433,0031600002BC0b6AAD,001G000000urMy5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,USA,Low,,True,2015-06-29T17:03:40.000+0000,False,False,005G0000002heHMIAY,2015-06-29T16:12:59.000+0000,005G0000002heHMIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(403)273-8660,(403) 614-4309,scott@holdentaylor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3930.0
5001600000gFLY7AAO,False,,00007434,003G000001ARQ0WIAX,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,"same employee counts (2) , with average ave went up by 1.(age band went up 1- high indicated rate increase for Life + LTD)
Coming in just above TLR for HC but had over 140% LR on prior 1.

Revised AY July 30",False,,False,False,005G0000002gy2sIAA,2015-06-29T16:25:06.000+0000,005G0000002gy2sIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,angela.macintosh@jgbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjhXAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3930.0
5001600000gFSEZAA4,False,,00007435,003G0000018f6m6IAA,001G000000urMoLIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Client (Clara Brownlee) wished to reduce MIB on existing policy,Medium,Discussed process reducing MIB on this policy. Found form for Shelly. Stepped her through sections requiring completion.,True,2015-06-29T20:43:30.000+0000,False,False,005G0000004dZxMIAU,2015-06-29T20:43:00.000+0000,005G0000004dZxMIAU,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(403)261-4690,,shelly.vold@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,0.0,0.0,0.0,,False,3930.0
5001600000gFa0LAAS,False,,00007436,003G000001sRtymIAC,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Wealth Centre Fund Reports and POS compliance (Iinfo folder or Fund Facts),Medium,"She needed to understand the difference between reports on Wealth Centre (marketing for our funds) as compared to what she does at Point-of-Sale with the client under regulatory disclosure rules
> QGOF - provide Fund Facts from website
> LL - provide Seg Info Folder",True,2015-07-03T14:14:18.000+0000,False,False,005G0000002gy7yIAA,2015-06-30T15:13:18.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,(647) 982-2581,shalma.etwaree@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3929.0
5001600000gFb5rAAC,False,,00007437,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#294575- June 30th, 2016 - Ex-Gratia",Medium,June 30th - Ex-gratia requested by Gavin; RC approved and paid in the amount of $133.00.  This was for fertility consultation that was not covered under the Welcome Plan. Mg.,True,2015-06-30T16:04:49.000+0000,False,False,005G0000002gxymIAA,2015-06-30T16:04:36.000+0000,005G0000002gxymIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kEtZbIAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3929.0
5001600000gFep0AAC,False,,00007438,003G0000018f6eGIAQ,001G000000urMpjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,HNW Client-IAT/SISILI/Cascading Potential,High,"He has a HNW client coming in today and was looking for a one pager on Cascading and some other sales concept ideas. Based on info, i suggested SISILI and or IAT. 
Sent Marty and Oricca hard and soft copies, one that I had customized for him. Marty said it was exactly was he was looking for.
Asked Leon Kisliuk what his SSL suggestion would be.",True,2016-06-09T16:35:25.000+0000,False,False,005G0000002gyG3IAI,2015-06-30T18:16:55.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(519)991-5319,,martin.sobocan@sobocanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Marketing Piece;Concept,1.0,0.0,0.0,,False,3929.0
5001600000gGGRsAAO,False,,00007439,003G0000018f7jRIAQ,001G000000urMzhIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Roger Sinclair - Dentist,Low,Competing with Full Service Brokers for large accounts,False,,False,False,00516000005kGYaAAM,2015-07-03T11:54:53.000+0000,00516000005kGYaAAM,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(902)425-6438,(902) 456-3153,rsinclair@sbwdirection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000005kGYaAAM,,,701G0000000yf19IAA,,,Marketing Piece,0.0,0.0,0.0,,False,3926.0
5001600000gGGVBAA4,False,,00007440,003G0000018f7mxIAA,001G000000urN2uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#295497 - June 30th, 2016 - Ex-Gratia - Approved",Medium,June 30th - Ex-Gratia Approved in the amount of $1950.  Plan member was over the 15 months (under #243818) and Bennett requested ex-gratia to enhance their new relationship. Mg,True,2015-07-03T12:07:24.000+0000,False,False,005G0000002gxymIAA,2015-07-03T12:07:14.000+0000,005G0000002gxymIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(613)727-0424,(613) 850-5749,accounting@bennettinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlndAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3926.0
5001600000gGH0xAAG,False,,00007441,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,1st redemption that may result in a DSC?,Medium,"Upon review, the 10% fee free switch Janis did in 2014 together with the 10% fee free privilege in 2015 provides enough to fund the withdrawal of $7,000 without incurring a DSC

Assisted with the redemption on Investment Centre",True,2015-07-03T13:17:27.000+0000,False,False,005G0000002gy7yIAA,2015-07-03T13:17:19.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3926.0
5001600000gGJ0QAAW,False,,00007442,003G0000018f7CYIAY,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Over Sea Transfer,Medium,"The advisor has an client will transfer some funds out of China to invest in Canada in the near future. Due to the recent compliance change in LL, particularly for hte 3rd party transfers from oversea, the advisor has some concerns on client relationship. 
I contacted the head office withregarding hte new rules. Although the complaince department did not give a difinate answer, with the help form Gu and Ed, the advisor is cinvinced to at least give the clinet the LL banking info.",True,2016-08-08T17:16:36.000+0000,False,False,005G0000002gyCuIAI,2015-07-03T16:40:23.000+0000,005G0000002gyCuIAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(647)219-7404,(647) 219-7404,jerry.liu@trilliumcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3926.0
5001600000gGJ5kAAG,False,,00007443,003G0000027X0gVIAS,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,"Group Retirement Savings, Sun Life",Medium,"Daisy has a client, whose group retirement savings is with Sun Life, mostly are in Milestone funds (targeted year funds). Daisy needs an comparison between Sun LIfe's product and LL's product. 
I provided the most up-to-date comparison, and provide the strenght LL products can provide the client, such as more selection of investment categories.",True,2016-08-08T17:16:57.000+0000,False,False,005G0000002gyCuIAI,2015-07-03T16:50:48.000+0000,005G0000002gyCuIAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,,1.0,0.0,0.0,,False,3926.0
5001600000gGK3fAAG,False,,00007444,003G000001NrUPoIAN,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Can't get Investment Summary to work,Medium,He will provide error message but he may need to call service desk to see if they can remedy,True,2015-07-03T19:46:19.000+0000,False,False,005G0000002gy7yIAA,2015-07-03T19:46:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(905) 276-1177 x577,,kumud.rudra@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3926.0
5001600000gGMTmAAO,False,,00007505,0030A0000029klEQAQ,001G000000urMq4IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,RRIF  payment changes,Medium,Art was inquiring whether he could start payments early on the rrif he set up for Gail Heslinga.  I advised him that he just needed to do a payment change form and he is all set.,True,2015-07-05T15:29:12.000+0000,False,False,005G0000002gy5qIAA,2015-07-05T15:29:12.000+0000,005G0000002gy5qIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(519)435-6343,,,(905)277-1547,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5qIAA,,,701G0000000ar07IAA,,,,0.0,0.0,0.0,,False,3924.0
5001600000gGNEtAAO,False,,00007530,003G000001NrYDQIA3,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Investment in LL to pay GWL life policy,Medium,"Jeff sold two GWL life policies to his clinet. He is looking for the way to let the client transfer the money to LL seg fund account and pay the GWL policies. He is confused with the precedures, and asked me for help. I introduced him to the ASR and the assisstants in York North, the good thing is that both of the assisstant in York North can speak Manderian. Mandi, one of the branch assisstant help Jeff solve the problem.",True,2015-07-06T02:31:12.000+0000,False,False,005G0000002gyCuIAI,2015-07-06T02:31:00.000+0000,005G0000002gyCuIAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,905-475-0122,,zifeng.zhang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,,1.0,0.0,0.0,,False,3924.0
5001600000gGNtZAAW,False,,00007531,003G0000018f7HtIAI,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 1 employee and average age stayed the same. Over 130% LR on Drug, right at TLR for HC (but had over 130% prior 1), VC low for the current year but over 130% for Prior year 1+2.

Revised AY",False,,False,False,005G0000002gy2sIAA,2015-07-06T11:41:41.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)697-1749X103,(807) 476-7479,j.figliomeni@mbenefits.ca,(807)697-1749,,,,,,,,,,,,,,0.0,,0011600001lUgXuAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3923.0
5001600000gGNwsAAG,False,,00007532,0030A0000029mpgQAA,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 1 employee and average age went down by 1. Above TLR for Drug + DC.,False,,False,False,005G0000002gy2sIAA,2015-07-06T12:01:21.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)489-4640,,t.driedger@investorsgroup.com,(204)489-0688,,,,,,,,,,,,,,0.0,,001G000001YLTiAIAX,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3923.0
5001600000gGO3PAAW,False,,00007533,003G000001Xra4tIAB,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,same employee counts with avarage age stayed the same. Good experience for HC and Drug. Over 100% on DC and over 200% on VC.,False,,False,False,005G0000002gy2sIAA,2015-07-06T12:11:22.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807) 223-6121,,john.t.vincent@sunlife.com,(807) 223-2619,,,,,,,,,,,,,,0.0,,001G000001YLUe4IAH,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3923.0
5001600000gGO5GAAW,False,,00007534,003G0000018f7xdIAA,0015o000008CydJAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 3 employees and average age went up by 3.
Thier rates are very low for experienced rated benefits and therefore I am offring no change for these benefits even though their experience has been fantastic.

Revised VC Aug 4 AY",False,,False,False,005G0000002gy2sIAA,2015-07-06T12:14:49.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,1 (866) 623-5481,(204) 623-0561,rveito@tipipartners.com,,,,,,,,,,,,,,,0.0,,0011600001lUcy6AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3923.0
5001600000go3wNAAQ,False,,00007535,003G0000018f7qCIAQ,001G000000urN6eIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Jason Weisbradt - Waiting period discrepency ID#23,Medium,"I recieved the following email from HO inregards to Jason being a late applicant:
We received the application for the above plan member who should have been added at the time of the group effective March 1/15.  DOE is Nov 22/14 and signed the app on May 22/15, WP is 0 mths for existing ee’s and 6 mths for new ee’s  

If the client  does not want to consider the ee late, please advise them we require a letter indicating Jason was actively at work from Nov 22/14, there are no pending disability claims and they agree to pay back premiums retro to March 1/15.  Otherwise please have them send evidence.

**We had made a mistake when the case transferred from large group to selectpac as we indicated that exisiting emloyees should have a zero month waiting period when it should have been six.

When I initially went back to maggie from HO to make an exception she said NO, however I went back again and was able to get her to make the exception to add the six month waiting period.",True,2015-07-06T17:57:56.000+0000,False,False,005G0000003TIN8IAO,2015-07-06T17:43:50.000+0000,005G0000003TIN8IAO,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(306) 757-4646,(306) 596-3820,nwolfond@wolfondfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000001kmkCkIAI,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,3923.0
5001600000go9LrAAI,False,,00007536,003G000001EEyQJIA1,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Phone,,West Central Pelleting - add PDD,Medium,Add PDD to existing policy,False,,False,False,005G0000002gyEtIAI,2015-07-06T21:16:56.000+0000,005G0000002gyEtIAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(306) 843-2819,,d.skinner@sasktel.net,,,,,,,,,,,,,,,0.0,,0011600001lUnIOAA0,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,1.0,0.0,0.0,,False,3923.0
5001600000goAhuAAE,False,,00007537,003G0000018f7V4IAI,001G000000urN35IAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Case Consultation,Medium,200K new business with client who currently has 550K.,True,2015-09-25T08:05:44.000+0000,False,False,005G0000002gy8WIAQ,2015-07-06T23:49:10.000+0000,005G0000002gy8WIAQ,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(613)735-4141,(613) 633-9331,neil@fcfinancial.ca,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gy8WIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,3923.0
5001600000goHdmAAE,False,,00007538,003G0000018f6VYIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,What is comparable to Beutel Goodman at Quadrus?,Medium,"If a core balanced fund is desired, Monthly Income.
This is approx 60/40 equity to bond.  If that is too much, add in Corp Bond or Floating Rate loan to reduce the overall equity

Also, we may soon bring BG to QGOF so you could always switch later on",True,2015-07-07T16:52:52.000+0000,False,False,005G0000002gy7yIAA,2015-07-07T16:52:33.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(877)857-2673,(647) 969-1773,shashi@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3922.0
5001600000goSouAAE,False,,00007599,003G0000018f7ysIAA,001G000000whKhSIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 renewal,Medium,Revised July 8,False,,False,False,005G0000002gy2sIAA,2015-07-08T15:02:02.000+0000,005G0000002gy2sIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,204 934 4851,204 230 4730,fran.yaffe@mercer.com,,,,,,,,,,,,,,,0.0,,0011600001lUjgeAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3921.0
5001600000goTRSAA2,False,,00007600,0030A0000029hR8QAI,001G000000vku6sIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,exception for 3 mon supply of an opiate,Medium,"Hi Christina,

Based on the information provided, we are happy to report we have allowed an exception for Frank (EE) to purchase one Ralivia tablet a day, for a 3-month supply.

If there is anything else we can help with please let me know!

Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355 

From: Stacey, Lindsay On Behalf Of Arsenault, Chantell
Sent: Monday, June 29, 2015 11:53 AM
To: Christina Pellerin; Hempel, Michelle
Cc: Arsenault, Chantell
Subject: RE: Rob Cohen/Soo Foundry

Thank you Christina.  We will forward this to our claims department and will let you know should anything further be required.

Best regards,
Lindsay (for Chantell)

From: Christina Pellerin [mailto:christina@lajambe.net] 
Sent: Monday, June 29, 2015 11:25 AM
To: Hempel, Michelle
Cc: Arsenault, Chantell
Subject: FW: Rob Cohen/Soo Foundry

Hi Ladies,

Attached please find the note from the Doctor as previously requested to fill prescriptions at 90 days for (EE)

Should you have any questions, please contact me.



Respectfully Yours,
Christina Pellerin
Account Executive
The LAJAMBE Group Inc.
2250 Second Line West
Sault Ste. Marie, ON
P6A 6K4
e-mail: christina@lajambe.net
Phone (705) 942 4276
Fax (705) 942 4277

Mutual Funds provided through FundEX Investments Inc.

We are Legacy Planners using investments and insurance to help you protect yourself and those important to you during your most vulnerable times

This e-mail and any attachments may contain confidential information. If you are not the intended recipient, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient is unauthorized and may be illegal


From: Christina Pellerin 
Sent: April-13-15 11:57 AM
To: 'Robert Cohen'
Subject: FW: Rob Cohen/Soo Foundry

Rob,

Great-West Life came back and told us that they don’t fill scripts at 90 days for opiates. Although, since the employee has been on the drug  for a long period of time they will make an exception if the receive a note from the doctor stating the following;

•	The employee has been on this drug for ___ years
•	The drug is being used on a maintenance basis and will continue to be used on a maintenance basis
•	Request the employee be given 90 day scripts as opposed to 30 days


Respectfully Yours,
Christina Pellerin
Account Executive
The LAJAMBE Group Inc.
2250 Second Line West
Sault Ste. Marie, ON
P6A 6K4
e-mail: christina@lajambe.net
Phone (705) 942 4276
Fax (705) 942 4277

Mutual Funds provided through FundEX Investments Inc.

We are Legacy Planners using investments and insurance to help you protect yourself and those important to you during your most vulnerable times

This e-mail and any attachments may contain confidential information. If you are not the intended recipient, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient is unauthorized and may be illegal



From: Christina Pellerin 
Sent: April-06-15 10:08 AM
To: 'Robert Cohen'
Subject: RE: Rob Cohen/Soo Foundry

Hi Rob,

I have spoken to our representative as GWL in regards to this and a  note is being sent to Head Office to ensure future scripts are filled at 90 days. I will let you know once resolved.


Respectfully Yours,
Christina Pellerin
Account Executive
The LAJAMBE Group Inc.
2250 Second Line West
Sault Ste. Marie, ON
P6A 6K4
e-mail: christina@lajambe.net
Phone (705) 942 4276
Fax (705) 942 4277

Mutual Funds provided through FundEX Investments Inc.

We are Legacy Planners using investments and insurance to help you protect yourself and those important to you during your most vulnerable times

This e-mail and any attachments may contain confidential information. If you are not the intended recipient, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient is unauthorized and may be illegal



From: Robert Cohen [mailto:robert.cohen@soofoundry.ca] 
Sent: April-01-15 11:35 AM
To: Christina Pellerin
Subject: Rob Cohen/Soo Foundry

Hi Christina;

(EE) asked me this morning why the drug company does not fill 90 days prescriptions on something he has been on for 10 years or so.  The Druggist wrote the note enclosed…..

Rob",True,2015-07-08T15:38:05.000+0000,False,False,005G0000002gyCdIAI,2015-07-08T15:35:25.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(705)942-4276,,marklajambe@lajambe.net,(705)942-4277,,,,,,,,,,,,,,0.0,,0010A000002Kk3AQAS,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,3921.0
5001600000goUSbAAM,False,,00007601,0030A0000029UfmQAE,001G000000urN7YIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,September 2015 Renewal,Medium,"- high drug claims, good claims everywhere else",True,2015-07-08T16:30:10.000+0000,False,False,005G0000002hWfaIAE,2015-07-08T16:30:04.000+0000,005G0000002h840IAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)414-9173,,don@hargravemb.ca,(204)414-9179,,,,,,,,,,,,,,0.0,,0011600001l4YIkAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3921.0
5001600000goXt6AAE,False,,00007675,003G0000018f7xHIAQ,001G000001K7iD1IAJ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - D'arcy Barker,Medium,"Policy #108329

Demographic pages saved",True,2015-07-08T19:33:45.000+0000,False,False,005G0000002gyHYIAY,2015-07-08T19:32:59.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 725-7221,,reduceyourtaxes@barkermoney.com,,,,,,,,,,,,,,,0.0,,0011600001l4YHAAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3921.0
5001600000gofsXAAQ,False,,00007688,0031600002EUBKkAAP,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Dealer support when buying a third party mutual fund book,Medium,"he was told he has to buy a F55 book and I said that is wrong he can buy any mutual fund book and that can include clients in outside Ontario provided he gets his licensing in those Provinces.

He asked how.  Debbie Meany at Quadrus is sending a Dealer Checklist to support what QISL will offer to bring in these assets.  

Steve Kennedy informed and wants the checklist and I provided Debbie's name to him for the next opportunity",True,2015-07-09T14:23:09.000+0000,False,False,005G0000002gy7yIAA,2015-07-09T14:22:51.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(905) 276-1177 x583,(416) 902-2998,ross.sikora@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gogpEAAQ,False,,00007689,003G0000018f7xCIAQ,0015o000008CydDAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A- RENEWAL - PAT NORD,Medium,"Demographics in their folder
POLICY# 107845

Life & LTD: +3 years, -1 male 
- good claims experience",True,2015-08-04T13:40:38.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T15:14:44.000+0000,005G0000002hWfaIAE,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204) 946-8179,,pat@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YMaAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gogs8AAA,False,,00007690,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GEORGE SIGURDSON,Medium,"Demographics in their folder
POLICY# 226987

n/c on life age
+2 years on LTD
- good claims experience",True,2015-07-22T12:59:48.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T15:16:23.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUhocAAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gogtaAAA,False,,00007691,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GEORGE SIGURDSON,Medium,"Demographic Pages in their folder
POLICY# 227039

Life: -1 male, +2 years
LTD: - 1 male, +1 year
- higher drug experience
- good claims otherwise",True,2015-07-22T13:11:47.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T15:17:33.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUho8AAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goh4iAAA,False,,00007692,003G0000018f7ENIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,death of TFSA owner but a named successor owner on the account,Medium,What is required to change ownership to surviving successor owner?  Just provide a Death Claims certificate and signed Form?,True,2015-07-31T18:29:50.000+0000,False,False,005G0000002gy7yIAA,2015-07-09T15:28:00.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gohOOAAY,False,,00007693,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GEORGE SIGURDSON,Medium,"Demographics in their folder
POLICY# 241808

Life: -1 male; +1 year;
LTD: -2 male, -1 female, -1 year
- good claims experience. Manual rates driving increase",True,2015-07-22T13:58:30.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T15:45:35.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFMAA0,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gohQ5AAI,False,,00007694,0030A0000029oG6QAI,001G000000vkZKXIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GERALD DYCK,Medium,"Demographics in their folder
POLICY# 241897

- average age +1 year
- high STD claims
- good drug and HC claims",True,2015-07-23T15:55:45.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T15:46:53.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)955-8227,,geraldo@mts.net,,,,,,,,,,,,,,,0.0,,0011600001l4YOTAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gohRXAAY,False,,00007695,003G0000018f7xCIAQ,0015o000008CydDAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - PAT NORD,Medium,"Demographics in their folder
POLICY# 263847

Life: +2 years, +5 males
LTD: +2 years, +5 males
- good claims experience",True,2015-07-23T16:04:35.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T15:48:13.000+0000,005G0000002hWfaIAE,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204) 946-8179,,pat@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGQAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gohUXAAY,False,,00007696,003G0000018f7yCIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - BOB JANZEN,Medium,"Demographic Pages in their folders
POLICY# 266830

- average age +1 year
- good health and drug claims
- high DC claims
- high VC claims",True,2015-07-23T16:09:57.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T15:52:13.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)822-3953,(204) 325-0109,bob@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIZAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gohX6AAI,False,,00007697,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GEORGE SIGURDSON,Medium,"Demographics in their folder
POLICY# 275813

- average age -2 years, +4 female
- high HC + DC claim experience
- good experience otherwise",True,2015-07-23T16:19:42.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T15:53:27.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFtAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gohYnAAI,False,,00007698,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - RICHARD LOCHHEAD,Medium,"Demographic Pages in their folders
POLICY# 283156

- 1 male, -1 female
- average age stayed the same
- good claims experience. Manual rates causing increases",True,2015-07-23T16:57:59.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T15:54:53.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHrAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goi74AAA,False,,00007699,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RICHARD LOCHHEAD - RENEWAL,Medium,"Demographic Pages in their folder
POLICY# 289865

Life: lost 3 males & 4 females, average age - 10 years
LTD: lost 2 males, 4 females, average age -12 years
-high claims on all benefits except healthcare",True,2015-07-23T17:05:28.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T16:24:32.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHmAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goi8lAAA,False,,00007700,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GEORGE SIGURDSON,Medium,"Demographic pages in their folders
POLICY# 292931

- average age down 1 year
- good claims experience",True,2015-07-24T14:39:29.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T16:25:52.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,001G000001VztocIAB,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goiD3AAI,False,,00007701,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - RICHARD LOCHHEAD,Medium,"Demographic Pages in their folder
POLICY# 293117

- added 2 females
- extremely high STD, Drug and HC claims",True,2015-07-24T17:30:29.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T16:29:44.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,001G000001YLkMsIAL,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goiXSAAY,False,,00007702,003G0000018f7xJIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - DEBORAH CAPEK,Medium,"Demographics in their folders
POLICY# 210770

- average age +2 years
- excellent claims experience",True,2015-08-19T21:16:23.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T16:49:47.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHEAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goiZrAAI,False,,00007703,003G000001lDsn1IAC,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - HARLEY MCCORMICK,Medium,"Demographics in their folder
POLICY# 242030

+3 male
- high STD claims
- good claims for all other benefits",True,2015-08-04T17:44:43.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T16:50:59.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 748-2300,(204) 851-6104,hmccormick@guildinsurance.ca,(204) 748-2340,,,,,,,,,,,,,,0.0,,0011600001l4YOgAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goiauAAA,False,,00007704,003G000001IkV0aIAF,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - JIM BUGA - RENEWAL,Medium,"Demographic pages in their folder
POLICY# 275936

- 2 males, +8 years (+4 years LTD)
- high drug claims
- other claims are reasonable",True,2015-08-04T17:54:53.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T16:52:03.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 725-4322,(204) 729-7072,jim.buga@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001l4YO0AAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goic2AAA,False,,00007705,003G000001IkV0aIAF,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - JIM BUGA,Medium,"Demographic Pages in their folder
POLICY# 279904

+5 years
- high drug, HC and VC claims
- manual driving DC change. Holding rate",True,2015-08-05T15:41:09.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T16:53:05.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 725-4322,(204) 729-7072,jim.buga@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001l4YNzAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goidAAAQ,False,,00007706,0030A0000029UxpQAE,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - MICHAEL BUHR,Medium,"Demographic Pages in their folders
POLICY# 221197

Demographic change: lost 2 males. Life ave age 46 to 53; LTD ave age 46 to 53;

No experience-rated benefits.",True,2015-08-06T20:35:11.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T16:54:26.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)943-6828,,michael.buhr@igpwm.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,0011600001l4YSyAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goiehAAA,False,,00007707,0031600002DPr72AAD,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,C - RENEWAL - RICK HEFFORD,Medium,"Demographic Pages in their folders
POLICY# 246143

Demo change: lost a 65 male and added a 45 male; more volume; Life ave age 45 to 43; LTD ave age 45 to 41

Claims: bad year for Health",False,,False,False,005G0000002hWfaIAE,2015-07-09T16:55:51.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 809-4070,,,,,,,,,,,,,,,,,0.0,,0011600001l4YOYAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goigsAAA,False,,00007708,0030A0000029hdpQAA,001G000000vkl5XIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - WAYNE BRUCE (DECEASED)?,Medium,"Demographics in their folders
POLICY# 279993

Demographic change: added two young males; Life & LTD ave age remains at 33

Claims: great year for all benefits",True,2015-08-07T13:17:17.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T16:57:27.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)867-3612,,wpbruce@westman.wave.ca,(204)867-3604,,,,,,,,,,,,,,0.0,,0011600001l4YOeAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goihqAAA,False,,00007709,003G0000018f7xFIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - MARIO SINOPOLI,Medium,"Demographics in their folder
POLICY# 286598

- Average age +4 year, lost 2 males
- good dental experience
- manual drive health increase",True,2015-08-19T21:20:20.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T16:58:35.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 947-2400,(204) 999-8755,mario.sinopoli@sinopolifinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YFnAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000goiiyAAA,False,,00007710,0030A0000029bZ1QAI,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - DOUG BLAYLOCK,Medium,"Demographic Pages in their folder
POLICY# 293116

Demographic changes: lost the youngest female; Life ave age 51 to 59; LTD ave age 55 to 58.
Claims: drugs and dental claims are a little bit high. No health claims paid.",True,2015-08-18T19:13:34.000+0000,False,False,005G0000002hWfaIAE,2015-07-09T17:00:01.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)943-6828,,doug.blaylock@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,001G000001Xi9xgIAB,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gonJPAAY,False,,00007711,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI creditor protection,Low,,True,2015-07-09T20:18:23.000+0000,False,False,005G0000002heHMIAY,2015-07-09T20:18:11.000+0000,005G0000002heHMIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3920.0
5001600000gotGIAAY,False,,00007712,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GEORGE SIGURDSON,Medium,"Demographics in their folder
POLICY# 289780

- average age +2 years, +1 male
- good claims experience, manual is driving change",True,2015-07-22T13:18:14.000+0000,False,False,005G0000002hWfaIAE,2015-07-10T15:33:28.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,001G000000yWkYvIAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3919.0
5001600000gotg6AAA,False,,00007713,003G000001cQtMDIA0,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RDSP set up and what is the difference between WROS and Joint Tenancy,Medium,We discussed and he is clear on WROS being the designation he wants for the account to be opened by two spouses.,True,2015-07-10T15:58:28.000+0000,False,False,005G0000002gy7yIAA,2015-07-10T15:58:22.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(905) 276-1177 x 500,(519) 826-1631,ezio.carlino@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3919.0
5001600000govYcAAI,False,,00007714,003G0000018f7P9IAI,001G000000urN9UIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,invalidité Louise Laurin,Medium,acv 7 juillet 2015,True,2015-10-13T20:23:40.000+0000,False,False,005G0000002gxzsIAA,2015-07-10T17:50:55.000+0000,005G0000002gxzsIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(450) 638-0202,(514) 926-5059,jean@agirai.com,,,,,,,,,,,,,,,0.0,,0011600001lUcdzAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3919.0
5001600000gp6ckAAA,False,,00007727,003G000001r23kKIAQ,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,C - RENEWAL - RICK DENNEY,Medium,,False,,False,False,005G0000002hWfaIAE,2015-07-13T14:55:03.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 474-1236,(204) 955-0349,rick@rmdinsurance.ca,(204) 488-7012,,,,,,,,,,,,,,0.0,,0011600001lUjkMAAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3916.0
5001600000gp6maAAA,False,,00007728,0031600002G5eMkAAJ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,"Oct 1970 to June 2015 shows 10,037% increase in fund returns on our website",Medium,"Yes,  hard to believe but the math is accurate.
this is CUMULATIVE which equates to a COMPOUND ANNUAL RETURN of just under 11% per year over each of the 45 years

Quadrus Mackenzie Large Cap Growth Fund (Oct 1970)

By way of comparison, the Andex Chart published by MorningStar shows a $100 investment accumulating to $345,000 over 54 years.  (or 13.7% compound annual)

So a $10,000 investment would accumulate to $34,500,000 

Long periods of accumulating a base number gets to a meaningless high number when you get 10% plus every year.  But that is how the math works",True,2015-07-13T15:00:56.000+0000,False,False,005G0000002gy7yIAA,2015-07-13T15:00:48.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(905) 276-1177 x468,,david.o.moir@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3916.0
5001600000gp7bsAAA,False,,00007729,0030A0000029WNfQAM,001G000000vkmiCIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,C - RENEWAL - JOE FEICHTINGER,Medium,,False,,False,False,005G0000002hWfaIAE,2015-07-13T15:31:07.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)661-2149,,joeykong@bigfoot.com,(530)326-8476,,,,,,,,,,,,,,0.0,,0011600001lUjkIAAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3916.0
5001600000gp7h7AAA,False,,00007730,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#247784 - July 13th, 2015 - Ex-Gratia Request",Medium,"July 13th:  Carole requested an ex-gratia in the amount of $15.03.  Pharmacy dispensed brand name drug on an Enhanced plan (no generic available).
Mitch Steele approved the ex-gratia. Mg.",True,2015-07-13T15:34:40.000+0000,False,False,005G0000002gxymIAA,2015-07-13T15:34:33.000+0000,005G0000002gxymIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUcLuAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3916.0
5001600000gp9N9AAI,False,,00007731,0030A0000029ndYQAQ,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,C - RENEWAL - DON MATTHEWSON,Medium,,False,,False,False,005G0000002hWfaIAE,2015-07-13T16:42:02.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)642-3408,,don.matthewson@clarica.com,(204)642-8703,,,,,,,,,,,,,,0.0,,0011600001lUjkVAAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3916.0
5001600000gpAVOAA2,False,,00007732,003G0000018f7lpIAA,001G000000usXl0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Exgratia  - Dental dependent age limit on congenial defect procedure,Medium,"Complete amounts confirmed July 13 2015.  Email sent to Client/Tod with details, Claimant's son Dental growth disorder to max 2000, also had issues with APAP Dental appliance declined.",True,2015-08-18T19:14:46.000+0000,False,False,005G0000002gy1lIAA,2015-07-13T17:34:33.000+0000,005G0000002gy1lIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(250)717-8768,(250) 575-1390,tod@wtafinancial.com,,,,,,,,,,,,Other,,,0.0,,001G000001C3pTWIAZ,0.0,False,,,,,,005G0000002gy1lIAA,,,,,,,0.0,0.0,0.0,,False,3916.0
5001600000gpBegAAE,False,,00007733,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Policy Analysis,Low,Spoke with Kathy regarding an analysis she would like me to do on 3 polciies of her. American Income Life ins company.  She will have them ready on Wed july 15th for me to pick up.,True,2016-06-09T16:36:06.000+0000,False,False,005G0000002gyG3IAI,2015-07-13T18:26:10.000+0000,005G0000002gyG3IAI,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,2.0,0.0,0.0,,False,3916.0
5001600000gpE4CAAU,False,,00007734,003G0000018f7xDIAQ,001G000000urN7CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - TIM NOSWORTHY,Medium,"Hi Kim,
Policy #246097.  Demographics saved.

n/c on average age
- 2 life group",True,2015-07-22T13:05:57.000+0000,False,False,005G0000002gyHYIAY,2015-07-13T20:23:43.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,tim@timnosworthy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3916.0
5001600000gpE5eAAE,False,,00007735,003G0000018f7z2IAA,001G000000urN79IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - JOHN BROWNELL,Medium,"Policy #275826, demographics saved.

- - 2 male, +1 year
- higher claims experience
- group was under attack by Jason Smith last year, and is still in contact with the client
- going out with our best foot forward, and also showing what the ""actuary"" price should have been.",True,2015-07-22T13:34:43.000+0000,False,False,005G0000002gyHYIAY,2015-07-13T20:25:02.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 478-8500,,jbrownell@efgi.com,,,,,,,,,,,,,,,0.0,,0011600001l4YMTAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3916.0
5001600000gpE7zAAE,False,,00007736,003G0000018f7xRIAQ,001G000000urN7FIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A- RENEWAL- DAVID JOHNSON,Medium,"Hi,
Policy #286561, demographics saved.

average age +1 year
- high H/C and VC claims. Good claims otherwise",True,2015-07-22T14:12:26.000+0000,False,False,005G0000002gyHYIAY,2015-07-13T20:26:46.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 946-0211,(204) 782-6770,djohnson@johnsonfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHgAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3916.0
5001600000gpEBcAAM,False,,00007737,0030A0000029XpfQAE,001G000000wjNrsIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - STAN HIEBERT,Medium,"Hi,

Policy #289678, demographics saved.

- average age +1 year
- high dental experience
- good HC and RX experience",True,2015-08-28T15:46:26.000+0000,False,False,005G0000002gyHYIAY,2015-07-13T20:28:19.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)489-4640,,stan.hiebert@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001l4YSzAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3916.0
5001600000gpIcLAAU,False,,00007738,003G000001B3VLjIAN,001G000000vklH7IAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - ALLAN CRUMP,Medium,"policy #103275
Demographics saved

- average age +1 year
- good claims experience",True,2015-07-23T15:59:43.000+0000,False,False,005G0000002hWfaIAE,2015-07-14T13:19:39.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 654-2391,,hoopjunkie2@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YNcAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpIueAAE,False,,00007739,003G0000018f7xIIAQ,001G000000urN77IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - LORRINDA MCMILLAN,Medium,"Policy #107412

- average age +1 year, added 2 feamles
- high claims usage",True,2015-08-19T21:05:39.000+0000,False,False,005G0000002hWfaIAE,2015-07-14T13:35:19.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 953-2280,(204) 771-0033,lorrinda@brereton.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YODAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpIxnAAE,False,,00007740,0030A0000029Y53QAE,001G000000vkY5OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - SEAN MCKIERNAN,Medium,"Policy #218213

- average age +1 year
- no STD claims",True,2015-07-24T14:19:40.000+0000,False,False,005G0000002hWfaIAE,2015-07-14T13:37:22.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)477-0577,,seanmckiernan@claritywealth.com,(888)576-4406,,,,,,,,,,,,,,0.0,,0011600001l4YMxAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpJHKAA2,False,,00007741,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Taxable benefits,Low,Tonya Boudreau is concerned that our bills do not reflect a 50/50 split.  I have reviewed the bills with her and pointed out that it does indeed show correct.  She is concerned that if the Union were to look at their books it would now show correctly.,True,2015-07-14T13:54:21.000+0000,False,False,005G0000002gy7UIAQ,2015-07-14T13:54:13.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlexAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpK2aAAE,False,,00007742,0030A0000029cvKQAQ,001G000000vklPVIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - HEATHER COLLINGRIDGE,Medium,"Policy #263756

- lost 3 males & 2 females
- average age +1 year (+2 years LTD)
- good claims overall",True,2015-07-24T14:59:19.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T14:28:40.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)954-9602,,,(204)954-9609,,,,,,,,,,,,,,0.0,,0011600001l4YNZAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKdRAAU,False,,00007743,0030A0000029WuAQAU,001G000000vkmQoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: no ee change. Young group. Life ave age 30 to 31; LTD ave age 28 to 29.

Claims: drugs claims stayed low. Bad year for all other benefits.",True,2015-08-07T18:47:13.000+0000,False,False,005G0000002gy2sIAA,2015-07-14T14:55:04.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)477-6174,,denise@lornedellfinancial.ca,(204)477-6193,,,,,,,,,,,,,,0.0,,0011600001lUjgjAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKfSAAU,False,,00007744,0030A0000029akPQAQ,001G000000wjNrAIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,lost 4 employee and average age went down by 4 for Life. Lost 1 employee and average age went up by 1 for LTD. Below TLR for PDD and HC but high cliams for DC and VC,False,,False,False,005G0000002gy2sIAA,2015-07-14T14:56:58.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)345-6363,,,(807)345-0741,,,,,,,,,,,,,,0.0,,0011600001lUjiIAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKh4AAE,False,,00007745,0030A0000029h5fQAA,001G000000vkcXRIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - TYLER HENDERSON,Medium,"Policy #267527

- added 2 males and 2 females
- n/c average age
- added 3 females & 2 males (LtD) and avg. age +1 year
- high vision and healthcare claims. Good claims otherwise
- over $1000/ month increase on this renewal",True,2015-07-24T15:05:00.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T14:58:02.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)877-3541,,tylerhenderson@andrewagencies.com,(204)877-3331,,,,,,,,,,,,,,0.0,,0011600001l4YN0AAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKj0AAE,False,,00007746,0030A0000029cvKQAQ,001G000000vklPVIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - HEATHER COLLINGRIDGE,Medium,"Policy #268162

- average age +4 years, -2 males
- high claims experience, manual rates driving up vision care",True,2015-08-19T21:12:21.000+0000,False,False,005G0000002hWfaIAE,2015-07-14T14:59:40.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)954-9602,,,(204)954-9609,,,,,,,,,,,,,,0.0,,0011600001l4YMrAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKk3AAE,False,,00007747,0030A0000029h5fQAA,001G000000vkcXRIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - TYLER HENDERSON,Medium,"Policy #276092

- average age +1 year
- good STD claims exp.
- good claims experience overall. Manual rates holding back true decrease.",True,2015-07-24T15:26:54.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:00:42.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)877-3541,,tylerhenderson@andrewagencies.com,(204)877-3331,,,,,,,,,,,,,,0.0,,0011600001l4YNiAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKlkAAE,False,,00007748,0030A0000029awQQAQ,001G000000vkZGLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - JASON SMITH,Medium,"Policy #283061

LIfe: average age -1 year. +1 female in 65+ age bracket
LTD: -2 years
- good health and drug claims. slightly higher dental claims",True,2015-08-04T12:32:30.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:02:07.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)942-0936,,jason@rcsinsurance.ca,(204)942-8660,,,,,,,,,,,,,,0.0,,0011600001l4YMgAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKnlAAE,False,,00007749,003G0000018f7x6IAA,0011600001l4YG6AAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - SCOTT SHERRETT,Medium,"Policy #283261



Life: -1 male, +4 years, +1 male in over 65 age band, +1 female
LTD: -2 male, +1 female, +3 years
- good claims experience
- high manual rate adjustments",True,2015-08-04T12:45:22.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:03:21.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)509-2987,,scott@intentplanning.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YG2AAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKp4AAE,False,,00007752,0031600002XceWqAAJ,001G000000urN76IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - STEPHANIE WOOD,Medium,"Policy #292965

Life: -4 males, -1 female. +8 years
LTD: -1 male, -1 female, + 6 years
- very high claims on all benefits except vision
- large increase on pooled benefits",True,2015-08-04T13:16:21.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:06:24.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)325-7203,,stephanie@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,001G000001YLkRFIA1,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKp8AAE,False,,00007750,003G0000018f6TFIAY,001G000000urMp8IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same demographic, great experience",False,,False,False,005G0000002gy2sIAA,2015-07-14T15:04:27.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)343-4788X4228,,david.martin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjG1AAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKpwAAE,False,,00007751,0030A0000029bdIQAQ,001G000000urN7HIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - DWAINE KING/GLENN MIDDLETON,Medium,"Policy #289530

- Life: -1 female
- LTD: +1 year, -1 female
- better health experience this year. All other experience is very high,",True,2015-08-04T13:02:26.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:05:08.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)944-1144X237,,dking@lawtonpartners.ca,(204)947-3512,,,,,,,,,,,,,,0.0,,0011600001lUjkZAAS,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpKteAAE,False,,00007753,0030A0000029dqiQAA,001G000000vkmSHIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - ROYAL DERHAK,Medium,"Policy #239047

Demographic change: 
added 1 male and 4 females. Life ave age 35 to 37; LTD ave age 34 to 37;
Life now is flat $25k. Less volume.

Claims:
Bad year for drugs, dental and vision. There was STD claims paid.",True,2015-08-07T13:56:14.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:07:49.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)729-6876,,royalderhak@hotmail.com,,,,,,,,,,,,,,,0.0,,0011600001l4YNeAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpL2CAAU,False,,00007754,0030A0000029XmAQAU,001G000000wjNrAIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same employee, average age went up by 1.
No claims at all for all experienced benefits.",False,,False,False,005G0000002gy2sIAA,2015-07-14T15:09:38.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(902)423-8294,,,(807)345-0741,,,,,,,,,,,,,,0.0,,0011600001lUkk8AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpLJrAAM,False,,00007755,0030A0000029VmHQAU,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: no ee change. Young group. Life & LTD ave age 31 to 32.

No experience-rated benefits.",True,2015-08-07T18:19:57.000+0000,False,False,005G0000002gy2sIAA,2015-07-14T15:11:59.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)987-7706,,brad.sarna@scottwolfe.ca,(204)987-7705,,,,,,,,,,,,,,0.0,,0011600001lUjgmAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMA2AAM,False,,00007756,003G0000018f6pWIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"Pooled benefits only.
Same demographic with average age went up by 1.",False,,False,False,005G0000002gy2sIAA,2015-07-14T15:18:29.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)935-1761,,jeff@rwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhoXAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMFbAAM,False,,00007757,003G000001B3WDHIA3,001G000000vkmeiIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - JIM DUBOIS,Medium,"Policy #249584

Demographic change: Added 1 male. Life ave age 36 to 36; LTD 33 to 33.

Claims: no experience-rated benefits.


Thanks.",True,2015-08-07T14:23:26.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:20:41.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 231-4371,,duboisjim@mts.net,(204) 231-4628,,,,,,,,,,,,,,0.0,,0011600001l4YNkAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMLPAA2,False,,00007758,0030A0000029cdpQAA,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - DAVE DESROCHERS,Medium,"Policy #249774

Demographic change: no employee change; Life ave age 46 to 47.

Claims: bad year for dental and vision.",True,2015-08-07T14:33:28.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:25:24.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)489-4640,,dave.desrochers@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001l4YOxAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMMhAAM,False,,00007759,003G000001ARb6jIAD,001G000000vkeuUIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - CURTIS GIBSON/IAN BRISCOE,Medium,"Policy #283350

Demographics change: lost 1 female. Avg age was reduced from 55 to 51 for Life. LTD avg age stays at 59. Only 1 ee taking LTD now.

Bad year for health cliams but good for drugs and dental.",True,2015-08-04T20:17:59.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:26:35.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 488-3500 ext. 23,,ian@gibsonbriscoe.com,(204) 488-3502,,,,,,,,,,,,,,0.0,,0011600001l4YO8AAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMMmAAM,False,,00007760,003G0000018f7yAIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 1 employee and average age went down by 3. 128% on HC claims for the current year.,False,,False,False,005G0000002gy2sIAA,2015-07-14T15:26:41.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)684-1825,,mike@mlsfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjHbAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMP2AAM,False,,00007761,0030A0000029pbFQAQ,001G000000wjNrsIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - IAN ANDERSON,Medium,"Policy #289662

Demographic changes: added two young males. Life ave age 44 to 43; LTD ave age 43 to 42

Claims: great two-year experience in gerenal. Bad year for vision.",True,2015-08-07T15:04:42.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:28:11.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)489-4640,(204) 955-3625,ian.anderson@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001l4YP3AAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMPWAA2,False,,00007762,003G0000018f7yiIAA,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 4 ees and average age went up by 2.
VC is above TLR.",False,,False,False,005G0000002gy2sIAA,2015-07-14T15:28:47.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,(204) 791-0253,tony.maruca@nbifirm.com,,,,,,,,,,,,,,,0.0,,0011600001lUjI2AAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMQ5AAM,False,,00007763,0030A0000029ds2QAA,001G000000vkdJAIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - PERRY VAGIANOS,Medium,"Policy #289817

Demographics change: lost 3 females; Life ave age 36 to 37
Claims: good year for drug and dental; bad for health and vision.",True,2015-08-06T20:24:00.000+0000,False,False,005G0000002gyHYIAY,2015-07-14T15:29:20.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)415-5590,,perry@svbenefits.com,(204)975-4975,,,,,,,,,,,,,,0.0,,001G000000zfgECIAY,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMUbAAM,False,,00007764,003G0000018f6nKIAQ,001G000000urN84IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 3 employee and average age stayed the same.
100% credible group. Good experience except for DC.",False,,False,False,005G0000002gy2sIAA,2015-07-14T15:33:05.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)944-1144,(204) 479-8379,wsweatman@lawtonpartners.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhoQAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMYnAAM,False,,00007765,003G000001ARQ0WIAX,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: added two mid-aged males and 1 young female. Life ave age 46 to 47; LTD ave age 45 to 46. Higher volume.

Claims: good year for drugs and health. another bad year for dental.

Revised",True,2015-08-07T17:28:28.000+0000,False,False,005G0000002gy2sIAA,2015-07-14T15:37:05.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,angela.macintosh@jgbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjhWAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMcVAAU,False,,00007766,003G000001ARYwtIAH,001G000000vkdO4IAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: no ee change. Group is aging. Life ave age 55 to 56.

Claims: great year for all benefits.",True,2015-08-07T18:08:01.000+0000,False,False,005G0000002gy2sIAA,2015-07-14T15:40:10.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 947-8514,(204) 955-9939,viray@mts.net,,,,,,,,,,,,,,,0.0,,0011600001lUjfzAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMktAAE,False,,00007767,003G000001ARR8HIAX,001G000000vkYaJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: added 2 males and 1 female. Male vs. Female: 28% vs. 72%. Life ave age 49 to 50.

Claims: bad year for dental. improved year for Health. Steady for drugs and vision.

Revised due to marketing",True,2015-08-07T17:41:43.000+0000,False,False,005G0000002gy2sIAA,2015-07-14T15:46:30.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 488-7962,(204) 792-4436,sobrien@swob.ca,(204) 477-0957,,,,,,,,,,,,,,0.0,,0011600001lUjIWAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMrGAAU,False,,00007768,003G000001ARYTvIAP,001G000000vkcn6IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: no ee change. Life ave age 31 to 32; LTD ave age 29 to 31.

Claims: improved Health and Drugs claims. Bad year for Dental.",True,2015-08-07T18:38:45.000+0000,False,False,005G0000002gy2sIAA,2015-07-14T15:51:01.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807) 346-6720,,douglas.robinson@sunlife.com,(807) 344-9838,,,,,,,,,,,,,,0.0,,0011600001lUjfvAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpMzoAAE,False,,00007769,003G000001ARPTbIAP,001G000000vkXArIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic changes: Lost 1 female. Life ave age 46 to 47; LTD ave age 45 to 46.

Claims: another bad year for dental. Health and drugs claims stay low.",True,2015-08-07T18:30:14.000+0000,False,False,005G0000002h840IAA,2015-07-14T15:57:57.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 560-0244,,laura.lomow@ellement.ca,(204) 954-7310,,,,,,,,,,,,,,0.0,,0011600001lUhoSAAS,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpN1aAAE,False,,00007770,003G000001Q26gFIAR,0015o000008Cyf0AAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 employee and average age went up by 1.
Just a bit above TLR for HC, DC and VC.

Revised Aug 6 AY",False,,False,False,005G0000002gy2sIAA,2015-07-14T15:59:09.000+0000,005G0000002gy1mIAA,2025-02-06T18:22:57.000+0000,0055o0000019VX9AAM,2025-02-06T18:23:00.000+0000,(204)953-1600,(204) 792-9585,kevin@mcfaddenbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUjh8AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpN53AAE,False,,00007771,003G000001ARRMdIAP,001G000000vkYswIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: no ee change. Group is aging. Lfe & LTD ave age remains at 52. Less volume.

claims: increased paid claims for all benefits.",True,2015-08-07T17:16:23.000+0000,False,False,005G0000002gy2sIAA,2015-07-14T16:02:25.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 222-2636,(204) 771-3436,gerry_parent@hotmail.com,(204) 633-3761,,,,,,,,,,,,,,0.0,,0011600001lUjfjAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpNMsAAM,False,,00007772,003G0000019MDFqIAO,001G000000utHzMIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Silver Sage Winery - 272335,Medium,"Ongoing exgratia claim for an EE with a dependant who had accidental dental in the States.  Waiting for upper teeth xray from previous dentist.  EE will gather xray from the file and send to me by email.  Working closely with the plan member to smooth things over with the GK advisor who took over this account.  This group was promised by previous Advisor that implants were covered.  In several phone calls with the EE, plan design/max was explained.  80%basic 80%major.",True,2015-10-09T17:42:17.000+0000,False,False,005G0000004e3wfIAA,2015-07-14T16:18:06.000+0000,005G0000004e3wfIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(250) 770-0524,,tony@wattspersonalinsurance.com,,,,,,,,,,,,Other,,,0.0,,0011600001lUmC5AAK,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpNsyAAE,False,,00007773,003G000001ARRMdIAP,001G000000vkYswIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: lost 1 male. Group is aging. Life ave age 52 to 53; LTD ave age 50 to 52.

Claims: low claims in general but Health claims has increased.",False,,False,False,005G0000002gy2sIAA,2015-07-14T16:48:33.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 222-2636,(204) 771-3436,gerry_parent@hotmail.com,(204) 633-3761,,,,,,,,,,,,,,0.0,,0011600001lUjfiAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpTb5AAE,False,,00007774,0030A0000029bkCQAQ,001G000001DxgeMIAR,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: 
Life & LTD ave age increased from 54 to 55.

Claims:
Didn't use drugs and vision. Health claims were low. A relatively bad year for dental.",True,2015-08-26T15:25:56.000+0000,False,False,005G0000002gy2sIAA,2015-07-14T19:45:46.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)949-6360,,larry@mfgltd.ca,(204)943-7180,,,,,,,,,,,,,,0.0,,0011600001lUjhEAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpTgPAAU,False,,00007775,003G0000018f6uNIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 2 employees and average age stayed the same. Great experience for all benefits.

Revised Aug 6 AY (the advisor wanted to offer less of the decreae to have some buffer for the furture hard renewal)",False,,False,False,005G0000002gy2sIAA,2015-07-14T19:49:57.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)935-1760,(807) 251-9444,kyle@shaenwealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGEAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpU39AAE,False,,00007776,003G000001ARQ0WIAX,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: added a young male. Life ave age 48 to 46; LTD ave age 49 to 48.

Claims: low claims in general

revised AY",True,2015-08-07T16:56:51.000+0000,False,False,005G0000002gy2sIAA,2015-07-14T20:08:21.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,,,angela.macintosh@jgbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjhYAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpU9WAAU,False,,00007777,003G0000018f6f2IAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 employee and verage age went up by 1.
100% credible, over $10,000/month case.

revised AY",False,,False,False,005G0000002gy2sIAA,2015-07-14T20:14:36.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)697-1749,(807) 627-9510,t.mihaljevic@mbenefits.ca,(807)623-8743,,,,,,,,,,,,,,0.0,,0011600001lUhoEAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpUDsAAM,False,,00007778,003G0000018f6SxIAI,001G000000urMp6IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 employee and average age went up by 5.
Above TLR for Drug and DC. DC is the major part of the increase.

revised",False,,False,False,005G0000002gy2sIAA,2015-07-14T20:18:18.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(403)648-4384,(403) 671-8740,rob_mitchell@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUjhNAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpUO7AAM,False,,00007779,0030A0000029gIIQAY,001G000000vklJpIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change: no ee change. Life ave age 56 to 57.

Claims: Low drug claims. No claims paid for HC in the past three years.",True,2015-08-07T16:43:56.000+0000,False,False,005G0000002gy2sIAA,2015-07-14T20:27:00.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(807)346-1850,(807) 251-3057,david@davlor.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjgCAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpUSOAA2,False,,00007780,003G0000018f7wxIAA,001G000000urN83IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 5 employees and average age went up by 4.

DC and PDD are high (10%+ above TLR)",False,,False,False,005G0000002gy2sIAA,2015-07-14T20:30:50.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)989-7676,,jason@wpg-plan.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGnAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpUTbAAM,False,,00007781,003G0000018f7yhIAA,001G000000urN74IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal Negotiation,Medium,"lost 4 ees and average age stayed the same for Life. Average age went down by 3.

Sending it out as indicated",False,,False,False,005G0000002gy2sIAA,2015-07-14T20:31:57.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204) 956-9863,,kasey_boisselle@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUjHVAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpUYCAA2,False,,00007782,003G0000018f7wxIAA,001G000000urN83IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal Negotiation,Medium,"added 3 ees and average age went up by 1.
HC manual is pulling up the rates.",False,,False,False,005G0000002gy2sIAA,2015-07-14T20:36:28.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(204)989-7676,,jason@wpg-plan.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGsAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpUbBAAU,False,,00007783,003G000001Q26gFIAR,0015o000008Cyf0AAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 1 employee but average age stayed the same for Life and went up by 1 for LTD.
Above TLR for DC and VC.

History of rate negotiation - see file

Revised Aug 6 AY",False,,False,False,005G0000002gy2sIAA,2015-07-14T20:39:10.000+0000,005G0000002gy1mIAA,2025-02-06T18:22:57.000+0000,0055o0000019VX9AAM,2025-02-06T18:23:00.000+0000,(204)953-1600,(204) 792-9585,kevin@mcfaddenbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUjh7AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpUfIAAU,False,,00007784,003G0000018f6oAIAQ,0015o000008CyegAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same demographic, aged 1 year.
Drug and VC above TLR(Drug was over 100%)",False,,False,False,005G0000002gy2sIAA,2015-07-14T20:42:57.000+0000,005G0000002gy1mIAA,2024-01-16T13:30:24.000+0000,0055o0000019VX9AAM,2024-01-16T13:30:24.000+0000,(807)227-2950,,debbie@lakecountryfg.ca,(844)899-1818,,,,,,,,,,,,,,0.0,,0011600001lUjhlAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpUhYAAU,False,,00007785,0030A00000B8VPKQA3,001G000000vkcebIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Policy #213336 - Id# 1 - Mr. Carmichael - Group Life claim / survivor benefits,Medium,"Mr. Carmichael passed away - beneficiary design incompleted.

Notified Advisor that group life claim will have to be submtted by executor of estate  - he confirmed that Mr.Carmichael did not have a while and handlign of estate currently with lawyers therefore no estimate of when the life claim will be submitted

July 14th-send email to Steve Duford re: setting up of survivor benefits - Client will need to complete Section 1 of the claim form and return, along with proof of death.  Once rec'd, the Life Claims area will log the claim and contact enrollment to setup the Survivor Benefits. The actual payment of claim will be pended until the Life Claim is submitted by the executor of the estate.

Aug 12th- Survivor beneifts for Mr. Carmichael's spouse have been setup and confirm letter sent to advisor.  Advisor has confirmed that they are still waiting to settle the estate before submitting the life claim. He will send as soon as the executor of estate is settled.

Jan 2016 - estate trustee settled and appointed Linda Carmichael.  Rec'd new life claim forms signed by Mrs. Carmichael.  Sent to HO for processing.

Jan 20, 2016 - claim cheque rec'd and courriered to STeven Duford for delivery.",True,2016-01-20T14:16:27.000+0000,False,False,005G0000002gxytIAA,2015-07-14T20:44:53.000+0000,005G0000002gxytIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(613)837-7400X223,,steven.duford@sunlife.com,(613)837-7407,,,,,,,,,,,,,,0.0,,0011600001lUlxBAAS,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3915.0
5001600000gpgl3AAA,False,,00007786,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,EE/ER Contribution Split,High,"We will be setting up 2 admin classes, 1 for admin staff that are non-union and 2nd for Union staff.  Contribution splits are different.  Admin class 1 is non taxable and class 2 is taxable.",True,2015-09-23T16:47:57.000+0000,False,False,005G0000002gy7UIAQ,2015-07-15T17:51:16.000+0000,005G0000002gy7UIAQ,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlexAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3914.0
5001600000gpqgwAAA,False,,00007787,003G000001cQtMDIA0,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Restricted LSVCC fund he wants to switch out of?,Medium,Possibly cant.  He needs to call Covington to find out the permitted right of redemption/switch.  May be frozen,True,2015-07-16T13:44:36.000+0000,False,False,005G0000002gy7yIAA,2015-07-16T13:44:29.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(905) 276-1177 x 500,(519) 826-1631,ezio.carlino@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3913.0
5001600000gpvDaAAI,False,,00007788,003G0000018f6SVIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate Planning under POA,Medium,Should not be done without court approval!,True,2015-07-16T17:03:53.000+0000,False,False,005G0000002heHMIAY,2015-07-16T16:56:50.000+0000,005G0000002heHMIAY,2023-12-15T04:16:38.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:39.000+0000,(403)261-4690X247,(403) 281-3918,ltoccoli@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3913.0
5001600000gpvL0AAI,False,,00007789,003G0000018f72nIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI for CDN pro athletes in US,Medium,,True,2015-07-16T17:03:23.000+0000,False,False,005G0000002heHMIAY,2015-07-16T17:03:14.000+0000,005G0000002heHMIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,780-428-8585,,colin.toker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3913.0
5001600000gpvNkAAI,False,,00007790,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI held by corporation,Low,,True,2015-07-16T17:06:07.000+0000,False,False,005G0000002heHMIAY,2015-07-16T17:05:58.000+0000,005G0000002heHMIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3913.0
5001600000gpvPgAAI,False,,00007791,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI purchased for employee,Low,,True,2015-07-16T17:07:35.000+0000,False,False,005G0000002heHMIAY,2015-07-16T17:07:28.000+0000,005G0000002heHMIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3913.0
5001600000gq5WbAAI,False,,00007804,003G0000018f7VNIAY,001G000000urN1iIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-gratia - Paramedical R&C Difference,High,"July 17, 2015 - Processed Ex-Gratia claim in the amount of $80.00 for difference of R&C maximum and actual cost of visit for EE and Dependent.",True,2015-07-17T16:52:43.000+0000,False,False,005G0000002gyDHIAY,2015-07-17T16:52:31.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(604) 936-2712,,brent@rwfinancial.com,(604) 464-2715,,,,,,,,,,,,,,0.0,,0011600001o7QM4AAM,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3912.0
5001600000gqH2nAAE,False,,00007817,003G0000018f7yuIAA,0015o000008CydiAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment Discussion Exception,Medium,"Good Morning Kira:

We received Head Office approval  to add Dependent Term Life from Birth for the six First Nations groups listed:

o	Intertribal Child and Family 
o	O Chi Chak Ko Sipi Healing Lodge 
o	O Chi Chak Ko Sipi First Nation 
o	Wuskwi Sipihk 
o	Animii Ozoson CFS 
o	Little Saskatchewan First Nation 

Please note, this is being offered as an exception and therefore should not be marketed to other First Nations groups .

A letter from the policyholder is required from each group.   

Thank you!
Claire Konowalchuk 
Senior Administrative Coordinator, Employee Benefits 
Sales and Marketing Centre, Great-West Life 
P.O. Box 338, 100 Osborne Street North 
Winnipeg, MB   R3C 2H6 
Tel:  (204) 946-8127 Toll Free 1-888-5793877 ext. 8127
Fax: (204) 946-7310 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.  Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Kira Pavagadhi [mailto:kpavagadhi@lifeinc.ca] 
Sent: Monday, July 13, 2015 11:20 AM
To: Konowalchuk, Claire
Subject: FW: Dependant Life Audit

Hi Claire, 

I would like to proceed with contacting head office about these cases and their dependant life 15 day waiting period. Please let me know what they say.

Thank you,

Kira Pavagadhi
 

Phone: (204) 237-5433
Toll Free: 1-866-605-5433
Fax: (204) 237-4693


This message is for the sole use of the intended recipient and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, contact the sender by reply email and destroy all copies of the original message.

From: Auriti, Marcello [mailto:Marcello.Auriti@gwl.ca] 
Sent: Friday, July 10, 2015 9:21 AM
To: Kira Pavagadhi
Cc: Teague, Denise; Konowalchuk, Claire
Subject: RE: Dependant Life Audit

Hi Kira…. 
  
For First Nations Groups, the GWL standard to offer dependent life from the 15 day for children remains the same.  We went to head office for an exception for Ka Ni Kanichihk which they approved, but they consider these exception on a case by case basis.  It isn’t automatic unfortunately. 
  
We can go to head office and ask for exceptions on the cases below or you wish, but I don’t know that all will come back approved. 
  
Let me know and we’ll go from there. 
  
Marcel 
  
Marcello (Marcel) Auriti, GBA 
Senior Account Manager, Employee Benefits 
  
Sales and Marketing Centre 
Ph: (204) 946-8183 
Fax: (204) 946-7310 
Toll-Free Ph: 1 (888) 579-3877 (ext. 8183) 
P.O. Box 338, 100 Osborne St. N. 
Winnipeg, MB 
R3C 2H6 
  
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
  
  
From: Kira Pavagadhi [mailto:kpavagadhi@lifeinc.ca] 
Sent: Thursday, July 09, 2015 10:55 AM
To: Auriti, Marcello
Subject: Dependant Life Audit 
  
Hi Marcel, 
  
In doing an audit of our GWL groups, I have realized that many of your groups have their dependant life beginning at 15 days. I was hoping that this could be changed to birth without any rate changes. 
  
The groups affected are: 
o	Intertribal Child and Family 
o	O Chi Chak Ko Sipi Healing Lodge 
o	O Chi Chak Ko Sipi First Nation 
o	Wuskwi Sipihk 
o	Animii Ozoson CFS 
o	Little Saskatchewan First Nation 
  
I hope this isn’t an issue as Ka Ni Kanichihk was able to successfully implement this amendment for June 1 of this year. 
  
Let me know. 
  
Thank you, 
  
Kira Pavagadhi 
 
Life Benefit Solutions Inc. 
Unit 100 - 6 Roslyn Road 
Winnipeg, MB  R3L 0G5 
  
Phone: (204) 237-5433 
Toll Free: 1-866-605-5433 
Fax: (204) 237-4693 
  
  
This message is for the sole use of the intended recipient and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, contact the sender by reply email and destroy all copies of the original message.",True,2016-09-22T19:21:26.000+0000,False,False,005G0000002gyFkIAI,2015-07-20T14:54:19.000+0000,005G0000002gyFkIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,,(204) 955-9553,mpavagadhi@lifeinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFkIAI,,,,,,,0.0,0.0,0.0,,False,3909.0
5001600000gqWPHAA2,False,,00007818,003G0000018f82FIAQ,001G000000urMyUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex Gracia request,Medium,"Sent Ex gracia request to Drug services for EE #9.  Changed to PDD cards recently and a drug on ee plan was not switched over exactly the same.  Went from being covered brand name for 90 days to generic for only 30 days.  Doing ex gracia for this one time, EE is taking steps to have brand name approved, 90 days has already been approved.",True,2016-02-18T19:35:09.000+0000,False,False,005G0000002hmpgIAA,2015-07-21T16:40:14.000+0000,005G0000002hmpgIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(506) 757-8314,,edchittick@bellaliant.net,,,,,,,,,,,,,,,0.0,,0011600001lUlgRAAS,0.0,False,,,,,,005G0000002hmpgIAA,,,,,,,0.0,0.0,0.0,,False,3908.0
5001600000gqZcOAAU,False,,00007819,003G0000018f7xTIAQ,001G000000urN7kIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 1 employee and average age went down by 1. Negotiations from last year is impacting pooled benefits. 100% credible group.,False,,False,False,005G0000002gy2sIAA,2015-07-21T18:33:31.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,,(204) 226-2027,tinlingfinancial@mymts.net,,,,,,,,,,,,,,,0.0,,0011600001lUkkFAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3908.0
5001600000gqj7tAAA,False,,00007820,003G0000018f7fuIAA,001G000000urN8tIAE,,,,,,HelloLife,012G00000012AYWIA2,In Progress,Product Question,Phone,,meeting with c on monday july 20th,Medium,"Spoke to him, meeting with the c on Monday, has ry and some preferred, did not have done really well in returns, wants to speak to her before giving me the soa, sent him docs. Says also may have another case.",False,,False,False,005160000068bqBAAQ,2015-07-22T15:45:13.000+0000,005160000068bqBAAQ,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(514) 631-1170,(514) 349-0365,geno.sklivas@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,Quotation,1.0,0.0,0.0,,False,3907.0
5001600000gqjdfAAA,False,,00007821,003G000001F60IQIAZ,001G000000urN8sIAE,,,,,,HelloLife,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,called me for info,Medium,"called for a case. a client with desjardins, 100k in rrsp and 100k resp, client of her already, about 65k, has the statements, asked me what is the best way. told her to send me the statements. said will do.",True,2015-08-19T18:13:16.000+0000,False,False,005160000068bqBAAQ,2015-07-22T16:11:03.000+0000,005160000068bqBAAQ,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(514) 527-3655,(514) 718-3263,dfecteau@placementsfm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,Analysis Document,0.0,0.0,0.0,,False,3907.0
5001600000gqwWPAAY,False,,00007822,0030A0000029nf1QAA,001G000000wiigsIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Survivor Benefit Coverage July 11/15 to July 10/17,Medium,"Hi Caroline,
*Please forward this to your client.*

Enclosed, please find the confirmation of survivor benefits for the above group insurance plan, effective July 11, 2015.
RE:  xx                
Surviving Spouse:  xx
Please be advised survivor benefits for the health and dental benefits has now been set up effective  July 11/15 under identification SS0000000012.
(The survivor benefits have also been set up on our drug card system.  The pharmacist will have to enter relationship code 01.)

The benefits continued are subjected to the same limitations and restrictions as the employee plan that was inforce. 
This coverage will terminate July 10/17 or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.
•	Survivor Benefit card to follow by mail.

If you require anything further, please do not hesitate to contact me. 
Thanks.

Trusted Partners Local Support 
Partenaires de Confiance Soutien Local 
Dominique Donkor, ACS, AIAA, ALMI
Sr Employee Benefits Service Representative",True,2015-07-23T16:33:59.000+0000,False,False,005G0000002gy4AIAQ,2015-07-23T16:33:52.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(613)898-0713,,caroline.daigle@dfsin.ca,,,,,,,,,,,,,,,0.0,,0011600001lUc4qAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3906.0
5001600000gr8CYAAY,False,,00007823,003G0000018f7xDIAQ,001G000000urN7CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Tim Nosworthy,Medium,"Policy #246097

Demos saved",True,2015-07-24T15:26:30.000+0000,False,False,005G0000002gyHYIAY,2015-07-24T15:25:26.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,,,tim@timnosworthy.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGdAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3905.0
5001600000grD6SAAU,False,,00007824,0031600002DTIgrAAH,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,NBN questions,Medium,,True,2015-07-24T19:11:49.000+0000,False,False,005G0000003SxRoIAK,2015-07-24T19:11:40.000+0000,005G0000003SxRoIAK,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(519) 650-8111 x344,,robin.brandon@freedom55financial.com,(519) 650-8114,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3905.0
5001600000grFURAA2,False,,00007825,003G0000018f7CFIAY,001G000000urMumIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Product Question,Medium,clients are transferring policy from personal to corporate and Brian just wanted to make sure we weren't going to create an issue because there's a 17 year old family trust in the picture. Talked to the accountant today and he said to go ahead and transfer.,False,,False,False,005G0000002gy9ZIAQ,2015-07-24T22:29:14.000+0000,005G0000002gy9ZIAQ,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(306)359-0776,(306) 757-0776,blleipert@leipertfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,3905.0
5001600000grLAVAA2,False,,00007838,003G0000018f6RVIAY,001G000000urMrTIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,NEM Increases,Medium,July 22 - Emailed Rino regarding the NEM increases for the August 1 renewal as the increases did not take place as a part of the renewal.,True,2015-09-01T18:10:02.000+0000,False,False,005G0000004cLNHIA2,2015-07-27T12:49:27.000+0000,005G0000004cLNHIA2,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgwvAAC,0.0,False,,,,,,005G0000004cLNHIA2,,,,,,,0.0,0.0,0.0,,False,3902.0
5001600000grLC2AAM,False,,00007839,003G0000018f6WdIAI,001G000000urMrTIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,NEM Increases,Medium,July 22 - Emailed Barry regarding the NEM increases for the August 1 renewal as the increases did not take place as a part of the renewal.,True,2015-09-01T18:12:23.000+0000,False,False,005G0000004cLNHIA2,2015-07-27T12:51:54.000+0000,005G0000004cLNHIA2,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(905)576-0377,(905) 439-4499,barry@gbfplanning.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgxAAAS,0.0,False,,,,,,005G0000004cLNHIA2,,,,,,,0.0,0.0,0.0,,False,3902.0
5001600000grOmPAAU,False,,00007840,003G0000018f74fIAA,001G000000urMt0IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Luc Bourque,Medium,"Business owner, 44, non-smoker. Nicole presenting 500,000 Level to 75 coverage with Rate of return calculator for return of premium. $12,465 annual premium",True,2016-04-25T19:04:17.000+0000,False,False,00516000006a3HRAAY,2015-07-27T16:01:52.000+0000,00516000006a3HRAAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(506)875-5123,(506) 875-5123,nicole@nicolecotefinancialservicesinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006a3HRAAY,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,3902.0
5001600000grbHbAAI,False,,00007853,0031600002DTJthAAH,001G000000urMq5IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Discussed how to sell CI and present report - with and without ROPCE and CC+ vs big 3,Medium,,True,2015-07-28T15:34:18.000+0000,False,False,005G0000003SxRoIAK,2015-07-28T15:34:07.000+0000,005G0000003SxRoIAK,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(519)650-8111,,julian@vanceafinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,3901.0
5001600000grwIjAAI,False,,00007854,003G0000018f6iiIAA,001G000000urMvhIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,DI,Medium,,True,2015-07-29T21:02:52.000+0000,False,False,005G0000002gy2wIAA,2015-07-29T21:02:24.000+0000,005G0000002gy2wIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(416)254-7128,,grace.chung@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,3900.0
5001600000grxIfAAI,False,,00007855,003G000001F3j4xIAB,001G000000vlsZeIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Gwa'Sala - Division 2 eligibility hours,High,"Confusion over different eligibility hours for Division 2, not being aware we need u/w approval in order to have different eligibility set up with in the same policy, even though there are different divisions",False,,False,False,005G0000002gyEtIAI,2015-07-29T22:37:25.000+0000,005G0000002gyEtIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(306) 956-4669,,tricia@manynations.com,(306) 956-4664,,,,,,,,,,,,,,0.0,,0011600001lUnJPAA0,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,1.0,0.0,0.0,,False,3900.0
5001600000gsCw5AAE,False,,00007856,003G0000018f7iPIAQ,001G000000urMyUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Life Benefit Payment,Medium,"Employee ID#2, owner of company passed away in May and the group & advisor are just now finding out he does not have Life Benefit.  He was out on LTD until 65, then returned to work as his LTD had run out, however GWL was not advised he was back to work so did not reinstate his Life. Group & advisor now say they were not aware they needed to tell us, and did not know the Life Benefit would terminate either (unless we were advised)

11/18 - Payment of Life in the end was not made as the proper documentation and letters were sent to the deceased to advise of termination of LIfe benefit",True,2016-02-18T19:37:03.000+0000,False,False,005G0000002hmpgIAA,2015-07-31T11:26:59.000+0000,005G0000002hmpgIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(506)261-4857,(506) 261-4857,jason@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,0011600001lUknIAAS,0.0,False,,,,,,005G0000002hmpgIAA,,,,,,,0.0,0.0,0.0,,False,3898.0
5001600000hYijHAAS,False,,00007857,003G0000018f7wxIAA,001G000000urN83IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 1 employee and average age went down by 1.
140% on Drug (84% previous year)
HC went down to 42% but 96% for previous year.74% for DC previous year but went down to 56% for current.",False,,False,False,005G0000002gy2sIAA,2015-08-04T19:55:03.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)989-7676,,jason@wpg-plan.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGtAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3894.0
5001600000hYmTJAA0,False,,00007858,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#287896 - July 2015 - Ex-Gratia Request,Medium,"July 2015:  Plan member went to a second dentist to complete a dental procedure - reimbursement was declined.  Upon further investigation, it was determined that the first dentist committed fraudulent activity.  We pursued an ex-gratia for the outstanding claim in the amount of $589.60. Mg.",True,2015-08-05T11:43:45.000+0000,False,False,005G0000002gxymIAA,2015-08-05T11:43:35.000+0000,005G0000002gxymIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlnVAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3893.0
5001600000hYoWuAAK,False,,00007871,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"July 1, 2015 Renewal",Medium,"- average age +1 year
- manual rates dirving increases
- this renewal was delayed due to not receiving a letter",True,2015-08-05T14:35:43.000+0000,False,False,005G0000002hWfaIAE,2015-08-05T14:35:33.000+0000,005G0000002h840IAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFqAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3893.0
5001600000hYuV2AAK,False,,00007920,0030A0000029UzQQAU,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic change:
Life ave age increased from 55 to 57; LTD ave age increased from 54 to 56.

Claims:
drugs claims stayed low. Improved dental. Significant increase for health.",True,2015-08-26T15:46:08.000+0000,False,False,005G0000002gy2sIAA,2015-08-05T19:06:16.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)489-4640,,gordon.prazinak@igpwm.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001lUjhrAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3893.0
5001600000hZdKYAA0,False,,00007921,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Dependent Life Claim,Medium,"Aug 5th- rec'd completed dep life claim form for Richard Beaulieu (ID#1) spouse - Bernadette. 

Aug 6th - emailed claim to Chantal Marion in HO; and sent original in mail with instructions to send cheque to my attention in Ottawa SMC.

Cheque rec'd and sent to Sylvain Boivin at PPTA",True,2015-08-14T17:12:40.000+0000,False,False,005G0000002gxytIAA,2015-08-06T14:09:32.000+0000,005G0000002gxytIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlM0AAK,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3892.0
5001600000hZeurAAC,False,,00007922,003G0000029oBm8IAE,001G000001kmkwIIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000002gy2sIAA,2015-08-06T14:41:05.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(709) 8966900ext.7726,,tony.callahan@serco-na.com,,,,,,,,,,,,,,,0.0,,0011600001lUjhiAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3892.0
5001600000hZfF1AAK,False,,00007923,0030A0000029pY9QAI,001G000000vkeh3IAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000002gy2sIAA,2015-08-06T14:47:27.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)989-7676,,brianbevan185@gmail.com,(877)862-0639,,,,,,,,,,,,,,0.0,,0011600001lUcxMAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3892.0
5001600000hZfdDAAS,False,,00007924,0030A0000029lNZQAY,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Renewal Negotiation,Medium,"Demographic change: no ee change. Life ave age 38 to 39.

Claims experience:
another bad year for dental. HC and Drugs claims stayed low.

Rates:
Invested in Life and Health. No further reduced rates for drugs as there was a 27% decrease last year.",True,2015-08-26T14:45:11.000+0000,False,False,005G0000002gy2sIAA,2015-08-06T14:54:40.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)257-0999,,,(204)257-0003,,,,,,,,,,,,,,0.0,,001G0000018dFHXIA2,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3892.0
5001600000hZg3VAAS,False,,00007925,0031600002a5nX3AAI,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same demographic, aged 1 year older.
Life rate increased significantly - see email from Erin Peters

Hi Ayumi
When this group was sold the manual rate was 1.77
It was a three life group with a 34, 65 and 66 year old. The 34 year old had 10,000 volume and the other two had $5000 each.

At first renewal the manual increased significantly to 4.45
This is because the younger ee left the plan. We were left with a 66 and 68 year old.  Because the 34 year old had half the volume previously, this change had a significant impact.
Because this was a first year renewal the indicated went 1/3 of the way to manual. It was $2.78. This was the rate sold as well

At this renewal (second renewal) the manual rate is 5.08 . We have a 67 and 69 year old.  At these ages a one year increase can have an impact.

So the manual rate went up 1.14. But because it compares manual to sold this is why you see the significant increase.

I know that you did not sell last year’s renewal.  But in a situation like this where the demographic changes caused a significant jump  at first year, it would have been ideal to provide more of the increase to avoid this jump at second year.

But fortunately the volume and therefore premium is quite small

very low claims for all benefits.",False,,False,False,005G0000002gy2sIAA,2015-08-06T15:03:38.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 220-4029,(204) 510-5303,ricky@imperialbenefits.ca,(204) 272-3433,,,,,,,,,,,,,,0.0,,001G0000010shQZIAY,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3892.0
5001600000hZgAMAA0,False,,00007926,003G0000018f7xTIAQ,001G000000urN7kIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 3 employees and average age went up by 3.
Above TLR for all benefits except for Drug. Had bad renewal last year as well.

Revised Aug 7 AY

Revised",False,,False,False,005G0000002gy2sIAA,2015-08-06T15:06:03.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,,(204) 226-2027,tinlingfinancial@mymts.net,,,,,,,,,,,,,,,0.0,,0011600001lUkkJAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3892.0
5001600000hZgNLAA0,False,,00007927,003G000001ARaBeIAL,001G000000vke2WIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Renewal Negotiation,Medium,"Demographic changes: 
Lost one male. Goup is aging. Life ave age 51 to 53; LTD ave age 50 to 53.

Claims experience:
bad year for Health and Dental.",True,2015-08-25T19:47:11.000+0000,False,False,005G0000002gy2sIAA,2015-08-06T15:10:11.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(403) 938-1121,,tacticalplanning@aol.com,,,,,,,,,,,,,,,0.0,,0011600001lUjIKAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3892.0
5001600000hZmRxAAK,False,,00007928,003G0000018f7TFIAY,001G000000urMxaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,LI transfer between corporations,Low,,True,2015-08-06T17:08:34.000+0000,False,False,005G0000002heHMIAY,2015-08-06T17:08:25.000+0000,005G0000002heHMIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3892.0
5001600000hZtBNAA0,False,,00007929,003G0000018f6bLIAQ,0015o000008CydFAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Fund LI trust from outside Canada,Low,,True,2015-08-06T19:22:11.000+0000,False,False,005G0000002heHMIAY,2015-08-06T19:22:02.000+0000,005G0000002heHMIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)837-1299,(204) 291-0037,ralph@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3892.0
5001600000hZvdnAAC,False,,00007930,003G0000018f754IAA,001G000000urMmxIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Product Question,Medium,"David had a client with $150,000.  client is looking for gurantees and thinking to put money in GIC.  Went over Annuity, Life time Income illustrations.  Also went over MER comparision.",True,2015-11-04T20:51:03.000+0000,False,False,00516000006Zms6AAC,2015-08-06T22:28:33.000+0000,005G0000002gyGgIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(250)753-9955,(250) 607-7410,david.edgeley@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006Zms6AAC,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,3892.0
5001600000ha0NvAAI,False,,00007933,003G0000018f7yOIAQ,0015o000008Cyf3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - LEANNE JONES,Medium,"POLICY# 286404
Demographics in their folder

- lost 4 males
- good claims experience",True,2015-08-07T16:29:44.000+0000,False,False,005G0000002hWfaIAE,2015-08-07T16:21:11.000+0000,005G0000002hWfaIAE,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjH3AAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3891.0
5001600000ha0jNAAQ,False,,00007934,003G000001sSOjiIAG,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic changes: add 1 young male. Life ave age 40 to 38; LTD ave age 42 to 39.

Claims: no Health claims. Dental claims increased a lot.",True,2015-08-07T18:57:14.000+0000,False,False,005G0000002gy2sIAA,2015-08-07T16:42:17.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807) 346-1567,,tony.casasanta@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001lUjhiAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3891.0
5001600000haBTYAA2,False,,00007935,003G0000018f7P8IAI,001G000000urN9VIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,ex-gratia G. Hubert,Medium,soins dentaire pour son fils. oi précédante n'avait pas de restriction entre 25 et 26.,True,2015-10-13T20:24:32.000+0000,False,False,005G0000002gxzsIAA,2015-08-10T14:34:23.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(450) 465-5005,(514) 916-2805,jlafleur@sac.direct,,,,,,,,,,,,,,,0.0,,001G000001TraV0IAJ,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3888.0
5001600000haT4DAAU,False,,00007972,003G0000018f7myIAA,001G000000urN35IAE,,,,,,,,In Progress,,Email,,Contract changed for only Norm's clients,Medium,Need to change all clients to Norm under a new Commission account #.,False,,False,False,00516000006aFVEAA2,2015-08-11T19:12:10.000+0000,00516000006aFVEAA2,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(613) 735-4141,(613) 585-2012,norm@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFVEAA2,,,,,,,1.0,0.0,0.0,,False,3887.0
5001600000hakcIAAQ,False,,00007973,003G0000018f7TKIAY,001G000000urN3IIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance Request,Medium,"Cert #x xx

Please extend all benefits from August 21 2015 to October 6 2015",True,2015-08-13T14:34:34.000+0000,False,False,005G0000002gy4AIAQ,2015-08-13T14:34:19.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhWdAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3885.0
5001600000hakgjAAA,False,,00007974,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,#286938 - 2015 - Full Credit beyond 4 month rule-1 time exception,Medium,"Hi Dominique,

I've agreed to make a one-time exception in this case.  Please advise the policyholder that this is a one-time exception, the file will be marked, and future requests of a similar nature will be declined.

Please let the plan admin know that GroupNet added employees are not double checked by Selectpac Inforce.  The app was added on GroupNet by xx on February 20, 2015.  When we received the app on March 2, 2015 we checked that the employee was added to the system and filed the app.  

Also, it appears the client isn’t checking their billings monthly to ensure that employees appear on the bill after being added or are removed when terminated.  (Example: cert #8 termination date is June 30, 2014 but we only received an email on January 15, 2015).  Billing must be verified monthly to avoid this type of situation.

Sincerely,

xt
Administration des dossiers des participants, Sélectpac / Selectpac Member Admin",True,2015-08-13T14:38:34.000+0000,False,False,005G0000002gy4AIAQ,2015-08-13T14:38:28.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUlAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3885.0
5001600000haknBAAQ,False,,00007975,003G0000018f7TNIAY,001G000000urN3XIAU,,,,,,,,Closed - Responded,Service Request,Email,,Predictive Index for the team,Medium,Review and provide information to Gino Sauve and the team at Altaview Financial about PI.,True,2015-08-13T15:28:12.000+0000,False,False,00516000006aFVEAA2,2015-08-13T14:44:16.000+0000,00516000006aFVEAA2,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(613) 260-3333 x 222,(613) 978-7526,gsauve@sauvesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFVEAA2,,,,,,,1.0,0.0,0.0,,False,3885.0
5001600000halXxAAI,False,,00007976,003G0000018f7P9IAI,001G000000urN9UIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Nathalie thiffault inv. depuis début juin,Medium,,True,2015-08-13T15:31:26.000+0000,False,False,005G0000002gxzsIAA,2015-08-13T15:27:04.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(450) 638-0202,(514) 926-5059,jean@agirai.com,,,,,,,,,,,,,,,0.0,,0011600001lUcdyAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3885.0
5001600000halhYAAQ,False,,00007977,003G0000018f7P9IAI,001G000000urN9UIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,"Fabrice , invalidité :cancer",Medium,"il veut continuer a travaillé quand meme, il peut mais pas plus de 2 jours semaine et cela va tout simplement repousser son 120 jours d'attente.  Appel de Amelie Blais
EE dCD 16-8-2016 , ho a recu la claim mais manque le certificat de décès et la section n'est pas signé  C. Trudeau va me faire parvenir par courriel",True,2016-10-12T18:02:23.000+0000,False,False,005G0000002gxzsIAA,2015-08-13T15:35:35.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(450) 638-0202,(514) 926-5059,jean@agirai.com,,,,,,,,,,,,,,,0.0,,0011600001lUcdyAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3885.0
5001600000halr4AAA,False,,00007978,0031600002BA2bFAAT,001G000000urN34IAE,,,,,,,,In Progress,,Email,,Solutions Banking incorrect information on system,Medium,Sent information to CSC to correct the information on Solutions Banking.,False,,False,False,00516000006aFVEAA2,2015-08-13T15:43:36.000+0000,00516000006aFVEAA2,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(613) 518-0480,(613) 864-0567,jcampbell@iisottawa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFVEAA2,,,,,,,1.0,0.0,0.0,,False,3885.0
5001600000haoW9AAI,False,,00008003,003G0000018f7g1IAA,001G000000urN8QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,exception ajustement rétro 1 november 2014 à une protection individuel,Medium,,True,2015-08-13T18:09:16.000+0000,False,False,005G0000002gxzsIAA,2015-08-13T18:08:43.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(514)491-2227,(514) 912-2227,jruggieri88@gmail.com,,,,,,,,,,,,,,,0.0,,001G000000yYJvGIAW,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3885.0
5001600000haozkAAA,False,,00008004,003G000001IkUyiIAF,001G000000urMs9IAE,,,,,,GIO,012G00000012AYWIA2,More Information Required,End Client Question,Phone,,Sébastien Darveau compagny options,Medium,"the client has stock options for 10 000 shares on sting way, at 46 cents and just went public at $7. so the co told him that can't keep in rrsp. the c stil does not what excatly to do, wants to reduce the tax bill as soon as possible. spoke to a. will speak to c to get more info and get back to me.
A: 450-495-1044.

aug 19, Sébastien Darveau, 514-258-3962 , lmtm",False,,False,False,005160000068bqBAAQ,2015-08-13T18:34:12.000+0000,005160000068bqBAAQ,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(514)334-8701,(450) 495-1044,jean-sebastien.berube@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,,1.0,0.0,0.0,,False,3885.0
5001600000hawpgAAA,False,,00008017,003G0000018f6bLIAQ,0015o000008CydFAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Exception for an Orthotics claim,Medium,"7/15/2015

I recieved a call from Ralph stating that the owner of this group had tried to process an orthotics claim, however it was declined due to lack of information. 
- missing medical diagnosis

I reached out to GCCS and they came back stating exactly what he was missing and that they could proceed once they recieved it, however the owner didn't see a point in retrieving this information because he had orthotics before and never ran into this issue. At this point he threatened to terminate the plan with GWL. 

I then reached out to Angela Roman (TEAM SUPV H&D BPO) and explained to her the situation, we were then able to make an exception for this client.",True,2015-08-14T15:54:48.000+0000,False,False,00516000006ZoH2AAK,2015-08-14T15:54:24.000+0000,00516000006ZoH2AAK,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)837-1299,(204) 291-0037,ralph@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,001G000001hIpYOIA0,0.0,False,,,,,,00516000006ZoH2AAK,,,,,,,0.0,0.0,0.0,,False,3884.0
5001600000hb5j3AAA,False,,00008018,003G0000018f78lIAA,001G000000urMunIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Workplace accident,High,Carla called inquiring about Life and Accidental Death claim form. I've advised her to use one form for both benefits as per the instructions on the back. She's advised the employee that past away in the event in the news is an enployee from this group. There is no EAP on this group but I have been in touch with Shepell and they are willing to add it right away and sort out the paper work later. They are willing to get a trauma team on site within hours if the client agrees. I've passed all the info and brochures on grievance given by Shepell. At this time we're waiting to hear back from Carla or Nicole before we can procede.,True,2015-08-18T18:37:11.000+0000,False,False,005G0000002gyFsIAI,2015-08-15T03:50:07.000+0000,005G0000002gyFsIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(250)475-1100,,nicole@clearwellbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgDkAAK,0.0,False,,,,,,005G0000002gyFsIAI,,,,,,,0.0,0.0,0.0,,False,3884.0
5001600000hb8W2AAI,False,,00008019,003G0000018f6jTIAQ,001G000000urMquIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Potential Transfer -- $1.8 M,Medium,"Advisor aquired a prospect, has $1.8 M savings in total in varies account with IG. Discussion was made about if it is possible ot transfer it in kind or in cash. 
Asked for the statement in order to do compairson.",True,2015-08-17T03:08:16.000+0000,False,False,005G0000002gyCuIAI,2015-08-17T03:07:43.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,416-291-0451,,ada.yeung@freedom55financial.com,,,,,,,,,,,IG,Other,,,0.0,,,0.0,False,IG,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3882.0
5001600000hbW8AAAU,False,,00008032,0030A0000029XyxQAE,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Large Amendment - moving to Heartland Law - adding new divisions Aug 1,Medium,Requested open enrolment for 3 employees with DA Townley case which will occur Sept 1st.,True,2015-08-18T19:11:47.000+0000,False,False,005G0000002gy1lIAA,2015-08-18T19:06:05.000+0000,005G0000002gy1lIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(250)372-2729,,susanolynyk@telus.net,(888)854-5495,,,,,,,,,,,Other,,,0.0,,0011600001lUeUUAA0,0.0,False,,,,,,005G0000002gy1lIAA,,,,,,,0.0,0.0,0.0,,False,3880.0
5001600000hbWWvAAM,False,,00008033,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Freedom (old) to new segs,Medium,"Ian was told the MER is higher for new segs?
No, audited MER now the same for both shelves.  At iniital launch in 2009 the MER's differed due to flows and Provincial Tax.  When the variance became noticeable, the MER process was changed to do it at the Fund Level (bond) not at the Freedom Vs New Seg (shelf) level.
I showed Ian the MER for the Dividend fund is exactly the same",True,2015-08-18T19:26:54.000+0000,False,False,005G0000002gy7yIAA,2015-08-18T19:26:49.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3880.0
5001600000hbWuOAAU,False,,00008034,003G0000018f7CuIAI,001G000000urMoHIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI for US citizen,Low,,True,2015-08-18T19:47:41.000+0000,False,False,005G0000002heHMIAY,2015-08-18T19:47:31.000+0000,005G0000002heHMIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(403)521-6370,(403) 680-7300,mike@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3880.0
5001600000hbX9iAAE,False,,00008035,003G0000018f6nmIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General corporate structuring and estate planning,Low,,True,2015-08-18T20:01:02.000+0000,False,False,005G0000002heHMIAY,2015-08-18T20:00:50.000+0000,005G0000002heHMIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(250)719-7449,(250) 719-7449,brenda@qualityteambenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3880.0
5001600000hbXNVAA2,False,,00008036,003G0000018f6bLIAQ,0015o000008CydFAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI for non-resident Canadian,Low,Contact initiated by Kate Brito,True,2015-08-18T20:12:27.000+0000,False,False,005G0000002heHMIAY,2015-08-18T20:12:18.000+0000,005G0000002heHMIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)837-1299,(204) 291-0037,ralph@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3880.0
5001600000hbYLuAAM,False,,00008037,003G0000018f7z7IAA,001G000000urN7fIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Policy Change,Medium,- Doug Menzies needs some help with some policies he had valued a few years ago and the client now wants to move them.,True,2016-10-28T21:02:39.000+0000,False,False,005G0000002gy9ZIAQ,2015-08-18T21:17:29.000+0000,00516000006ZxqkAAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 777-6699,(204) 228-5656,doug@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,3880.0
5001600000hbhIJAAY,False,,00008038,003G0000018f7iSIAQ,001G000000urMyUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Adding Business Partner to the plan,Medium,Email from client and advisor asking to add business partner who works the Summer month's only and gets paid management fees.,True,2015-08-19T17:57:59.000+0000,False,False,005G0000002hmpgIAA,2015-08-19T17:57:47.000+0000,005G0000002hmpgIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(506) 857-0418,,brian@dixonpatterson.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlffAAC,0.0,False,,,,,,005G0000002hmpgIAA,,,,,,,0.0,0.0,0.0,,False,3879.0
5001600000hbqE1AAI,False,,00008051,003G0000018f6gfIAA,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,$10 million case,High,Gen sent me the statement from BMO private banking. C is looking for a second opinion,True,2017-07-10T20:36:30.000+0000,False,False,005160000068bqBAAQ,2015-08-20T14:44:56.000+0000,005160000068bqBAAQ,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(514)336-2300,(514) 294-3261,robert.tozzi@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,Analysis Document,2.0,0.0,0.0,,False,3878.0
5001600000hbqdVAAQ,False,,00008052,003G0000018f7xRIAQ,001G000000urN7FIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,A - Renewal - Dave Johnson,Medium,"Policy #62163

lost 2 males. average age stayed the same
GB40 doesn't make sense regarding require experience increase, as this group has been below TLR for the last 3 years, but it is asking for an 11% increase on HC. Going out with a n/c",False,,False,False,005G0000002gyHYIAY,2015-08-20T15:10:59.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 946-0211,(204) 782-6770,djohnson@johnsonfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHhAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbqflAAA,False,,00008053,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Richard Lochhead,Medium,"Policy #242352

- AA -9 years
- added 1 25-29 year old
- good HC and RX experience. High DC claims",True,2015-09-01T20:25:34.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:13:12.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHnAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbqgjAAA,False,,00008054,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Richard Lochhead,Medium,"Policy #260696

- 1 male, +3 years
- high HC experience. Manual rates driving increase",True,2015-08-31T18:46:10.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:14:35.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHtAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbqhXAAQ,False,,00008055,0030A0000029YZbQAM,001G000000urN7WIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Kirk Brugger,Medium,"Policy #260850

- average age +1 year (life) +2 years (LTD)
- lost 25 males & 1 feamle
- good claims experience
- large increase needed for LTD due to the loss of so many male employee. I did tempur the increase in hopes it will level itself out next year",True,2015-08-27T18:48:41.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:15:36.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)571-5303,2047615838,kirk@bruggerwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YMAAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbqkHAAQ,False,,00008056,003G0000018f7xIIAQ,001G000000urN77IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Lorrinda McMillan,Medium,"Policy #272220

- average age +1 year
- good claims experience",True,2015-08-31T19:14:14.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:17:32.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 953-2280,(204) 771-0033,lorrinda@brereton.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHDAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,1.0,0.0,0.0,,False,3878.0
5001600000hbqlZAAQ,False,,00008057,0030A0000029YZbQAM,001G000000urN7WIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Kirk Brugger,Medium,"Policy #276270

+1 year, - 5 male, +1 female
- good claims experience",True,2015-08-31T20:40:44.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:18:44.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)571-5303,2047615838,kirk@bruggerwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIxAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbqmmAAA,False,,00008058,0030A0000029XpfQAE,001G000000wjNrsIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Stan Hiebert,Medium,"Policy #283479 

Demographic change: Lost 1 young male. Life ave age increased from 42 to 45; LTD ave age increased from 41 to 44.

Claims: improved in general but HC claims were still high.",True,2015-08-26T19:58:24.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:20:16.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)489-4640,,stan.hiebert@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001l4YPNAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbqnkAAA,False,,00008059,003G0000018f7xMIAQ,001G000000vHQGiIAO,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Doug Armstrong,Medium,"Policy #283518

- average age stayed the same
- high drug claims, better claiming on dental this year. hc claims good",True,2015-09-01T15:09:54.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:21:21.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)982-0662,,darmstrong@odinfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHIAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbqrIAAQ,False,,00008060,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Dave Fredrickson,Medium,"Policy #289973

- average age +1 year
- good drug claims experience. Renewal adjustments for 2nd year causing rates to be held when there should be a decrease",True,2015-09-01T15:31:10.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:24:06.000+0000,005G0000002gyHYIAY,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGpAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbqtnAAA,False,,00008061,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Richard Lochhead,Medium,"Policy #293302

- extremely high claims (espicially dental)
- trying to tempur the increase
- will also look at ASO option",True,2015-08-28T16:42:19.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:26:01.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,001G000001aJH2cIAG,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbqveAAA,False,,00008062,003G000001ARYEPIA5,001G000000vke9EIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - Renewal - Andy Anderson,Medium,"Policy #224960

- AA -2 years, lost 2 males
- good claims experience",True,2015-09-01T18:27:18.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:27:29.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 746-5589,,andya@valleyfinancial.ca,(204) 746-6246,,,,,,,,,,,,,,0.0,,0011600001l4YN4AAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbqwmAAA,False,,00008063,003G0000018f7xUIAQ,001G000000urN7QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Pat Garrity,Medium,"Policy #268229

- lost 1 male, lost 2 female. AA +2 years
- excellent claims experience (high STD claims)
- had to go to Wayne for help due to mid-year rate adjustment",True,2015-09-01T19:25:16.000+0000,False,False,005G0000002gyHYIAY,2015-08-20T15:28:37.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 982-3636,(204) 955-1728,pgarrity@gpsfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001l4YI4AAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbretAAA,False,,00008064,0030A0000029ca4QAA,001G000000wjNrAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic changes: added 4 younger males; Life ave age decreased from 47 to 44.

Claims experience: low claims as before",True,2015-09-15T20:07:47.000+0000,False,False,005G0000002gy2sIAA,2015-08-20T16:05:44.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)345-6363,,robin.wright@ig.ca,(807)345-0741,,,,,,,,,,,,,,0.0,,0011600001lUjiTAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbrgBAAQ,False,,00008065,003G0000018f72sIAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 2 employees and average age went up by 3.
Good experiences - for HC manual is puling the rates up.",False,,False,False,005G0000002gy2sIAA,2015-08-20T16:06:51.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)624-7413,(807) 630-2574,john@covellofinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGPAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hbrmOAAQ,False,,00008066,003G000001B50PnIAJ,001G000000vlzf9IAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"exact same demographic number (ave age as well)
Great experience for all benefits",False,,False,False,005G0000002gy2sIAA,2015-08-20T16:12:43.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807) 346-1632 ext 4,,david@unisonbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUjgSAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3878.0
5001600000hc0hyAAA,False,,00008079,003G000001ARYwtIAH,001G000000vkdO4IAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 ee and average age went down by 1.
Above TLR for DC for the current year but claims have been low.",False,,False,False,005G0000002gy2sIAA,2015-08-21T14:23:02.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 947-8514,(204) 955-9939,viray@mts.net,,,,,,,,,,,,,,,0.0,,0011600001lUjg1AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc0loAAA,False,,00008080,0030A0000029k0VQAQ,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic changes: lost 1 female; Life & LTD ave age remained at 49.

Claims experience: improved HC & VC claims; DC claims kept increasing.",True,2015-09-21T19:57:34.000+0000,False,False,005G0000002gy2sIAA,2015-08-21T14:27:13.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)415-2245,,glz@shaw.ca,(204)219-7459,,,,,,,,,,,,,,0.0,,0011600001lUehFAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc0nQAAQ,False,,00008081,003G0000018f7yhIAA,001G000000urN74IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 9 ees and average age went down by 4.
Great experience this year but had high LR for prior year 1 for HC, DC and VC.

Renewal needed to revise as the experience was only included for Div 1 and not Div 2+3. Rerun GB40. See emails from Erin and Wayne for excusion break.",False,,False,False,005G0000002gy2sIAA,2015-08-21T14:29:34.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 956-9863,,kasey_boisselle@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUjHtAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc1O7AAI,False,,00008082,003G0000018f7xdIAA,0015o000008CydJAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same demographic and aged 1 year.(life) For LTD, only 1 is inforce. HC and VC have LR over 100%",False,,False,False,005G0000002gy2sIAA,2015-08-21T15:05:45.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,1 (866) 623-5481,(204) 623-0561,rveito@tipipartners.com,,,,,,,,,,,,,,,0.0,,0011600001l4YIfAAM,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc1RqAAI,False,,00008083,003G0000018f6pWIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 290189,Medium,"Demographic changes: no employee change; Life ave age changed from 44 to 45.

Claims experience: extremely high claims for all benefits",True,2015-09-21T20:21:00.000+0000,False,False,005G0000002gy2sIAA,2015-08-21T15:09:53.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)935-1761,,jeff@rwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhoWAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc1UAAAY,False,,00008084,0030A0000029kc2QAA,001G000000vkmQoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 280312,Medium,"Demographic change: added 1 young male; Life & LTD ave age changed from 32 to 33; 

Claims experience: Improved DC & VC claims; another good year of PDD and HC.",True,2015-09-22T15:27:06.000+0000,False,False,005G0000002gy2sIAA,2015-08-21T15:12:26.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)477-6174,,kevin@crescentfinancial.ca,(204)477-6193,,,,,,,,,,,,,,0.0,,0011600001lUjgiAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc1X4AAI,False,,00008085,003G000001ARRMdIAP,001G000000vkYswIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 2 employees and average age went up by 12.
High claims for all 3 years for STD and had 91% LR for prior 1 for HC which still inpacting the rates.",False,,False,False,005G0000002gy2sIAA,2015-08-21T15:15:37.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 222-2636,(204) 771-3436,gerry_parent@hotmail.com,(204) 633-3761,,,,,,,,,,,,,,0.0,,0011600001lUjffAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc1ZAAAY,False,,00008086,0030A0000029p78QAA,001G000000wjNrAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 108530,Medium,"Demographic changes: no employee change; Life & LTD ave age changed from 56 to 57.

Claims experience: no STD claims in the past three years.",True,2015-09-22T18:41:57.000+0000,False,False,005G0000002gy2sIAA,2015-08-21T15:17:29.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUjhHAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc1zmAAA,False,,00008087,003G000001MoKBsIAN,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 3 ees and average age went up by 6.
Drug and DC above TLR.",False,,False,False,005G0000002gy2sIAA,2015-08-21T15:42:46.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 778-6474,,corey.murdy@sunlife.com,(204) 778-6453,,,,,,,,,,,,,,0.0,,0011600001lUjhgAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc2AvAAI,False,,00008088,003G0000018f6kEIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 6 employees and average age went up by 1.
100% credible group. High on STD and Drug claims.

Revised",False,,False,False,005G0000002gy2sIAA,2015-08-21T15:53:25.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)628-2028,(807) 628-2028,albert@albertdrake.com,,,,,,,,,,,,,,,0.0,,0011600001lUhoJAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc2DAAAY,False,,00008089,003G000001ARQ6AIAX,001G000000vkXhfIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 69977,Medium,"Demographic change: no employee change; Life ave age changed from 49 to 48.LTD ave age changed from 50 to 47.

Claims experience: no STD claims; increased HC & DC claims.",True,2015-09-22T18:51:18.000+0000,False,False,005G0000002gy2sIAA,2015-08-21T15:55:30.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 947-0341,,drmarchand@mts.net,(204) 269-4261,,,,,,,,,,,,,,0.0,,0011600001lUjIPAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc2FVAAY,False,,00008090,0030A0000029gIIQAY,001G000000vklJpIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 ee and average age went up by 1.
Great experineces for all benefits.",False,,False,False,005G0000002gy2sIAA,2015-08-21T15:57:11.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)346-1850,(807) 251-3057,david@davlor.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjgDAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc2IUAAY,False,,00008091,003G000001C1eBsIAJ,001G000000whKhSIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 1 employee and average age went down by 1.
80% LR for DC.
Mercer changed their commission to flat 6% from this renewal.

revised",False,,False,False,005G0000002gy2sIAA,2015-08-21T15:59:31.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 947-0055,,jane.emslie@mercer.com,,,,,,,,,,,,,,,0.0,,0011600001lUjgdAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc2K6AAI,False,,00008092,003G0000018f72sIAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,lost 5 ees and average age went up by 11. All experienced rated benefits have LR over 100% except for Drug,False,,False,False,005G0000002gy2sIAA,2015-08-21T16:01:53.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)624-7413,(807) 630-2574,john@covellofinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGQAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc2MCAAY,False,,00008093,0030A0000029iY0QAI,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 283438,Medium,"Demographic change: added 1 male. Life ave age changed from 51 to 46.

Claims experience: improved drugs claims; increased HC & DC claims.",True,2015-09-22T19:06:10.000+0000,False,False,005G0000002gy2sIAA,2015-08-21T16:03:58.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)943-6828,,,(204)942-5672,,,,,,,,,,,,,,0.0,,0011600001lUji7AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc2NoAAI,False,,00008094,0030A0000029dt9QAA,001G000000vkcpRIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal -290003,Medium,"Demographic change: lost 1 young male; Life ave age changed from 34 to 37; LTD ave age changed from 35 to 37.

Claims experience: another good year in general except DC.",True,2015-09-22T19:19:38.000+0000,False,False,005G0000002gy2sIAA,2015-08-21T16:05:33.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)981-7507,,vertzie@mts.net,(204)256-0747,,,,,,,,,,,,,,0.0,,001G000000yZHUkIAO,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc2PfAAI,False,,00008095,003G0000018f6f2IAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same demographic, aged 1 year.
Great experience except for VC",False,,False,False,005G0000002gyHiIAI,2015-08-21T16:07:11.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)697-1749,(807) 627-9510,t.mihaljevic@mbenefits.ca,(807)623-8743,,,,,,,,,,,,,,0.0,,0011600001lUhoCAAS,0.0,False,,,,,,005G0000002gyHiIAI,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hc2TDAAY,False,,00008096,0030A0000029p6CQAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 221320,Medium,"Demographic change: no employee change. Life & LTD ave age changed from 42 to 43.

Claims experience: low claims for all benefits",True,2015-09-23T17:28:28.000+0000,False,False,005G0000002gy2sIAA,2015-08-21T16:10:59.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)832-4463,(204) 228-1053,tsjoberg@mymts.net,(204)832-4463,,,,,,,,,,,,,,0.0,,0011600001lUjgzAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3877.0
5001600000hcCc6AAE,False,,00008097,0030A0000029YVIQA2,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 293165,Medium,"Demographic change - added 1 male and lost 1 female; Life ave age changed from 45 to 46. 

Claims experience: high DC claims; HC & PDD claims were just below TLR.",True,2015-09-18T20:38:19.000+0000,False,False,005G0000002gy2sIAA,2015-08-24T12:57:43.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)257-0999,,sridd@harbourfrontwealth.com,(204)257-0003,,,,,,,,,,,,,,0.0,,001G000001cpCNEIA2,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcCeCAAU,False,,00008098,003G000001B3WdKIAV,001G000000vkn2EIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 293455,Medium,"Demographic change: added 1 male; Life ave age changed from 35 o 33; LTD ave age changed from 30 to 31.

Claims experience:  no experience-rated benefits",True,2015-09-18T20:17:05.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T13:01:11.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 571-1508,,brad@hfin.ca,(204) 571-1431,,,,,,,,,,,,,,0.0,,001G000001cpCDxIAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcFFKAA2,False,,00008099,0031600002DSAKfAAP,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - NArdia Mckoy,Medium,"Demographics in their respective folders
POLICY# 200010

- average age +4 years, lost 1 female. Shifting in the 50-64 ranges for females
- extremely high STD claims experience. Higher Drug claim experience. Good everywhere else. Manual is pulling rates up",True,2015-08-31T15:30:19.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T14:42:53.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,,,nardiamckoy@mymts.net,,,,,,,,,,,,,,,0.0,,0011600001l4YOZAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcFGDAA2,False,,00008100,003G0000018f7yCIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - BOB JANZEN,Medium,"Demographics in their respective folders
POLICY# 224829

- AA +4 years, lost 1 male and added 1 female
- good claims experience",True,2015-09-09T13:26:20.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T14:44:00.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)822-3953,(204) 325-0109,bob@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIOAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcFJ2AAM,False,,00008101,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GEORGE SIGURDSON,Medium,"Demographics in their respective folders
POLICY# 225760

- average age +1 year
- very good claims experience",True,2015-08-31T15:36:19.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T14:45:21.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFOAA0,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcFPtAAM,False,,00008102,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,A - RENEWAL - George Sigurdson,Medium,"Demographics in their respective folders
POLICY# 226715

+1 feamle, +2 years
- good claims experience.",False,,False,False,005G0000002hWfaIAE,2015-08-24T14:50:19.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFYAA0,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcFRBAA2,False,,00008103,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - George Sigurdson,Medium,"Demographics in their respective folders
POLICY# 226717

- Life: average age +4 years, lost 1 female. 1 male shifted to 65+
- LTD: average age +2 years, lost 1 male, lost 1 female",True,2015-08-31T16:33:32.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T14:51:20.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFwAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcG2CAAU,False,,00008104,0030A0000029mA0QAI,001G000000wjNrcIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,same number of ees but average age went up by 3 for Life and stayed the same for LTD. Low claims except for Drug at 81%,False,,False,False,005G0000002gyHiIAI,2015-08-24T15:19:24.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)345-6363,,marie.baldi@ig.ca,(807)345-0741,,,,,,,,,,,,,,0.0,,001G000001aHNvbIAG,0.0,False,,,,,,005G0000002gyHiIAI,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcGb8AAE,False,,00008105,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - George Sigurdson,Medium,"Demographics in their respective folder
POLICY# 227698

- lost 2 females (one from 65+ age range)
- good claims experience. Manual driving up healthcare rate",True,2015-08-31T16:45:57.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T15:48:01.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFZAA0,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcGdmAAE,False,,00008106,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - George Sigurdson,Medium,"Demographics in their respective folder
POLICY# 228265

- average age +1 year
- good claims experience",True,2015-08-31T18:13:08.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T15:49:22.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFyAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcGeuAAE,False,,00008107,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - George Sigurdson,Medium,"Demographics in their respective folder
POLICY# 228990

- average age +1 year
- good drug, dc and vc experience. high hc experience",True,2015-08-31T18:20:09.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T15:50:29.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFnAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcH3aAAE,False,,00008108,003G0000018f7xCIAQ,0015o000008CydDAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - Pat Nord,Medium,"Demographics in their folder
POLICY# 246329

- average age +1 year, lost 2 male and 1 female
- high VC and HC experience",True,2015-08-31T18:25:02.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T16:08:52.000+0000,005G0000002hWfaIAE,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204) 946-8179,,pat@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGSAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcH4EAAU,False,,00008109,003G0000018f7yCIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - Bob Janzen,Medium,"Demographics in their folder
POLICY# 251337

- AA - 2 years, -1 female",True,2015-08-31T19:06:08.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T16:09:56.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)822-3953,(204) 325-0109,bob@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIRAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcH57AAE,False,,00008110,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - George Sigurdson,Medium,"Demographics in their folders
POLICY# 256550

- average age +2 years (+3 LTD), +5 males, +4 females
- high claims experience",True,2015-08-31T19:22:12.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T16:10:59.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUhogAAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcHaeAAE,False,,00008111,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - George Sigurdson,Medium,"Demographics in their folder
POLICY# 264135

- +2 years
- good healthcare claims. Manual causing increase",True,2015-09-09T13:02:49.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T16:35:18.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFRAA0,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcHbIAAU,False,,00008112,003G0000018f7saIAA,001G000000urNDnIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - THE LESLIE GROUP,Medium,"Demographics in their folder
POLICY# 272269

- AA +1 year
- good claims experience",True,2015-08-31T20:05:27.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T16:36:21.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(416)492-4300,,shawn@lesliegroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUhN0AAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcHdTAAU,False,,00008113,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - George Sigurdson,Medium,"Demographics in their folder
POLICY# 283568

- average age +1 year
- good HC claims, no VC claims",True,2015-09-01T15:23:49.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T16:37:30.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFmAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcI5NAAU,False,,00008114,003G0000018f7yCIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - ROBERT JANZEN,Medium,"Demographics in their folders
POLICY# 283568

- AA +1 year
- high DC claims, all other claims good, but being held at NC due to 2nd year renewal",True,2015-09-01T16:24:58.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T16:58:45.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)822-3953,(204) 325-0109,bob@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YITAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcI7EAAU,False,,00008115,003G000001LJkqtIAD,001G0000017yaWxIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - Shawn Taylor,Medium,"Demographics in their folders
POLICY# 276149

- AA +7 years, -1 male
- high drug claims and VC claims. down to a 2 life group. large increase on pooled benefits",True,2015-09-01T16:32:29.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T17:00:02.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 571-4560,,shawn.taylor@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001l4YOKAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcI8qAAE,False,,00008116,003G000001IkV0aIAF,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - Jim Buga,Medium,"Demographics in their folders
POLICY# 290259

- AA + 1 year
- good claims experience",True,2015-09-01T19:51:34.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T17:01:13.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 725-4322,(204) 729-7072,jim.buga@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001l4YNwAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcIANAA2,False,,00008117,003G000001IkV0aIAF,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - Jim Buga,Medium,"Demographics In their folder
POLICY# 293229

- AA +5 years (added 60-64 male)
- hogher claims experience
- high manual increases",True,2015-09-01T19:57:45.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T17:02:29.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 725-4322,(204) 729-7072,jim.buga@sunlife.com,,,,,,,,,,,,,,,0.0,,001G000001YLkWUIA1,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcIbsAAE,False,,00008118,0030A0000029nZDQAY,001G000000vkdJhIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - John Bastone,Medium,"Demographics in their folder on J Drive
POLICY# 242373

Demographic change: Life ave age 40 to 41; LTD ave age 39 to 39.

Claim: another bad year for all benefits",True,2015-08-26T20:39:29.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T17:25:03.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001l4YMdAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcIiPAAU,False,,00008119,0030A0000029kWpQAI,0011600001l5S1oAAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - STRATA (Ryan Matthews),Medium,"Demographics in their folders
POLICY# 276296

Demographic change: added 1 female. Life ave age remains 48; LTD ave age remains 46.

Claims: Drug and Health claims remained low; Dental claims was still high and vision claims increased a lot.",True,2015-08-27T13:44:21.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T17:29:08.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)988-1518,,jasmine.gregg@hubinternational.com,(204)988-4801,,,,,,,,,,,,,,0.0,,0011600001l4YOCAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcIjXAAU,False,,00008120,0030A0000029kWpQAI,0011600001l5S1oAAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - STRATA (Ryan Matthews),Medium,"Demographics in their folders
POLICY# 272736

Demographic change: Life & LTD ave age increased from 43 to 44.

Claims: low claims for all benefits",True,2015-08-27T14:08:57.000+0000,False,False,005G0000002hWfaIAE,2015-08-24T17:30:28.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)988-1518,,jasmine.gregg@hubinternational.com,(204)988-4801,,,,,,,,,,,,,,0.0,,0011600001l4YOBAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcNA3AAM,False,,00008121,003G0000018f7pRIAQ,001G000000urMF8IAM,,,,,,,,In Progress,,Email,,Access to SEG policies on YKC,Medium,Shana advised Gil is unable to view new SEG policies on YKC.,False,,False,False,00516000006aFVPAA2,2015-08-24T21:29:51.000+0000,00516000006aFVPAA2,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(306)789-3744,(306) 536-2796,gil.ennis@mrefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFVPAA2,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcNDgAAM,False,,00008122,003G0000018f7pRIAQ,001G000000urMF8IAM,,,,,,,,In Progress,,Email,,BC Licensing,Medium,"Shana inquired about ""Evidence of Representation Letter"" required for BC licensing applications. Required for individual and corp, for both Jeff and Gil",False,,False,False,00516000006aFVPAA2,2015-08-24T21:36:06.000+0000,00516000006aFVPAA2,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(306)789-3744,(306) 536-2796,gil.ennis@mrefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFVPAA2,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcNLGAA2,False,,00008123,003G0000018f7pmIAA,001G000000urN6oIAE,,,,,,Annuity,,Closed - Responded,End Client Question,In Person,,RIFA - Policy #900166,Medium,"This policy was under Bryan Eppy’s code (009950), which should have been moved over to Corwin; he's unable to get client information as he is told that the advisor listed on this policy is Bryan. Need to get it changed from Bryan to Corwin",True,2015-10-08T15:24:20.000+0000,False,False,00516000006aFVPAA2,2015-08-24T21:45:54.000+0000,00516000006aFVPAA2,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(306)533-4653,(306) 533-4653,corwin.goldkey@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFVPAA2,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000hcNwqAAE,False,,00008124,0031600002IRGnPAAX,0011600001lUhPPAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Employee inquiry for Hep C drug,Medium,Talked to Victoria about getting the necessary information/forms needed for employee to get this type of drug.  I'm just waiting to hear back from Claims on the status of this.,True,2015-08-31T23:18:34.000+0000,False,False,005G0000002gxzqIAA,2015-08-24T22:48:10.000+0000,005G0000002gxzqIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(250)658-6372,,vlam@comminit.com,,,,,,,,,,,,,,,0.0,,0011600001lUhPPAA0,0.0,False,,,,,,005G0000002gxzqIAA,,,,,,,0.0,0.0,0.0,,False,3874.0
5001600000iA4USAA0,False,,00008125,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - George Sigurdson,Medium,"Demographics in thier folder
POLICY# 227841

- AA + 1year
- good claims experience
- 2 life group",True,2015-09-01T20:20:30.000+0000,False,False,005G0000002hWfaIAE,2015-08-25T16:46:55.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFlAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3873.0
5001600000iA7aJAAS,False,,00008127,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"#257834 - August 13th, 2015 - Ex-Gratia Request",Medium,"August 13th, 2015:  Ex-gratia request to process claims beyond the 15 month claim submission.  The plan member was not aware they had a plan.
August 24th, 2015:  Ex-gratia approved by Maria Santos.",True,2015-08-25T19:27:26.000+0000,False,False,005G0000002gxymIAA,2015-08-25T19:27:15.000+0000,005G0000002gxymIAA,2017-01-10T03:02:19.000+0000,005G0000002gxymIAA,2018-10-05T23:36:29.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpZAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3873.0
5001600000iA7cPAAS,False,,00008128,003G000001B50PnIAJ,001G000000vlzf9IAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 2 employees and average age went down by 1.  Good experience for Drug but all other experienced rated have over 100% LR.,False,,False,False,005G0000002gyHiIAI,2015-08-25T19:29:31.000+0000,005G0000002gyHiIAI,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807) 346-1632 ext 4,,david@unisonbenefits.com,,,,,,,,,,,,,,,0.0,,001G000001YLc1MIAT,0.0,False,,,,,,005G0000002gyHiIAI,,,,,,,0.0,0.0,0.0,,False,3873.0
5001600000iA7f5AAC,False,,00008129,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Transfer from Non Reg to TFSA,Medium,"She didn't understand the tax consequences properly.  Assumed client has already paid tax but not on final change in MV compared to ACB for their funds.  That will trigger a final Cap Gain/ or Cap Loss

She can get a TAX Quote from Home office",True,2015-08-25T19:31:30.000+0000,False,False,005G0000002gy7yIAA,2015-08-25T19:31:22.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3873.0
5001600000iADMfAAO,False,,00008130,003G0000029o9LcIAI,001G000001kmlZmIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000002gy2sIAA,2015-08-26T13:35:53.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 346-9268,,,,,,,,,,,,,,,,,0.0,,0011600001lUjheAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iADRfAAO,False,,00008131,003G0000029o9LcIAI,001G000001kmlZmIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000002gy2sIAA,2015-08-26T13:40:29.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 346-9268,,,,,,,,,,,,,,,,,0.0,,0011600001lUjheAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iADTMAA4,False,,00008132,003G0000029o9LcIAI,001G000001kmlZmIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000002gy2sIAA,2015-08-26T13:42:20.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 346-9268,,,,,,,,,,,,,,,,,0.0,,0011600001lUjheAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iADZeAAO,False,,00008133,0030A0000029ca4QAA,001G000000wjNrAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic changes: added a young male. Life ave age changed from 30 to 31; LTD ave age changed from 30 to 32.

Claims experience: good year except Visioncare",True,2015-09-15T20:33:48.000+0000,False,False,005G0000002gy2sIAA,2015-08-26T13:48:32.000+0000,005G0000002gy1mIAA,2024-04-09T14:44:35.000+0000,005G000000682LaIAI,2024-04-09T14:44:35.000+0000,(807)345-6363,,robin.wright@ig.ca,(807)345-0741,,,,,,,,,,,,,,0.0,,001OH000007IyGFYA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iADk8AAG,False,,00008134,003G0000018f7wxIAA,001G000000urN83IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same demographic, just aged 1 year.
great experiences except for STD - over 300% LR",False,,False,False,005G0000002gy2sIAA,2015-08-26T13:59:26.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)989-7676,,jason@wpg-plan.com,,,,,,,,,,,,,,,0.0,,0011600001lUcvtAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iADvBAAW,False,,00008135,0030A0000029hvDQAQ,001G000000urN7jIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic changes: added 3 males; Life & LTD ave age stayed the same (46 & 48 respectively)

Claims experience: low claims overall

Revised",True,2015-09-15T17:24:40.000+0000,False,False,005G0000002gy2sIAA,2015-08-26T14:11:17.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)346-9700,,robnash@normaxx.com,(807)346-9772,,,,,,,,,,,,,,0.0,,0011600001lUjgcAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAECMAA4,False,,00008136,003G0000018f7yAIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,same number of lives and average age went down by 1. AT TLR for Drug and DC. Over 80% for HC.,False,,False,False,005G0000002gy2sIAA,2015-08-26T14:25:05.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)684-1825,,mike@mlsfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjHfAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAEIPAA4,False,,00008137,0030A0000029lxPQAQ,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic changes: 2 more females. Life ave age decreased from 50 to 48; LTD ave age decreased from 42 to 38.

Claims experience: no STD claims; Improved dental claims in the past year. Increased HC claims.",True,2015-09-15T17:54:32.000+0000,False,False,005G0000002gy2sIAA,2015-08-26T14:30:33.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)489-9342,,cstebbe@mymts.net,,,,,,,,,,,,,,,0.0,,0011600001lUjgrAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAH8rAAG,False,,00008138,0030A000005x8xUQAQ,001G000000urN7sIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,RENEWAL - 2015,Medium,,False,,False,False,005G0000002hWfaIAE,2015-08-26T17:03:10.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)962-2696,,nicholas.louizos@insurus.ca,,,,,,,,,,,,,,,0.0,,001G000001YLiKBIA1,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAHc8AAG,False,,00008139,003G0000018f6tWIAQ,0015o000008CydFAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-08-26T17:28:53.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)837-1161,(204) 229-4405,thomas@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUjjkAAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAJ6OAAW,False,,00008140,003G000001B3WdKIAV,001G000000vkn2EIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 290110,Medium,"Demographic change: no employee change. Life ave age changed from 43 to 44.

Claims experience: no experience-rated benefits",True,2015-09-18T16:29:34.000+0000,False,False,005G0000002hWfaIAE,2015-08-26T18:49:37.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 571-1508,,brad@hfin.ca,(204) 571-1431,,,,,,,,,,,,,,0.0,,0011600001lUjgGAAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAJDFAA4,False,,00008141,0030A0000029ca4QAA,001G000000wjNrAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal -283690,Medium,"Demographics change: lost young female. Life ave age changed from 43 to 44; LTD ave age changed from 38 to 39.

Claims experience: improved HC & Drugs; VC claims increased.",True,2015-09-18T16:04:36.000+0000,False,False,005G0000002gy2sIAA,2015-08-26T18:55:40.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)345-6363,,robin.wright@ig.ca,(807)345-0741,,,,,,,,,,,,,,0.0,,0011600001lUjiKAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAJNoAAO,False,,00008142,003G0000018f6uNIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 2 employees and average age went down by 1. Great experiences for all benefits.,False,,False,False,005G0000002gy2sIAA,2015-08-26T19:03:45.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807)935-1760,(807) 251-9444,kyle@shaenwealth.com,,,,,,,,,,,,,,,0.0,,001G000001kmkFtIAI,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAJoaAAG,False,,00008143,0030A0000029mpgQAA,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic changes: same number of employees. Life ave age changed from 39 to 42.

Claims experience: didn't use HC & VC; high drug claims. DC claim is below TRL.",True,2015-09-18T17:24:40.000+0000,False,False,005G0000002gy2sIAA,2015-08-26T19:24:27.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)489-4640,,t.driedger@investorsgroup.com,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001m0Qt4AAE,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAKNVAA4,False,,00008144,0030A0000029WNfQAM,001G000000vkmiCIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-08-26T19:53:13.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)661-2149,,joeykong@bigfoot.com,(530)326-8476,,,,,,,,,,,,,,0.0,,0011600001lUjkGAAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAKiEAAW,False,,00008145,0030A0000029lNZQAY,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographics change: same number of employees; Life ave age changed from 32 to 34.

Claims experience: high claims for DC & VC. Low for HC & Drugs",True,2015-09-18T16:47:59.000+0000,False,False,005G0000002gy2sIAA,2015-08-26T20:13:24.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)257-0999,,,(204)257-0003,,,,,,,,,,,,,,0.0,,001G000001dtZV7IAM,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAKnJAAW,False,,00008146,003G000001B3XfrIAF,001G000000vkntWIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 256752,Medium,"Demographic changes: added 2 males and 2 females; Life & LTD ave age changed from 38 to 39.

Claims experience: bad year for Health; Improved DC claims.",True,2015-09-22T15:45:55.000+0000,False,False,005G0000002gy2sIAA,2015-08-26T20:17:52.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807) 345-3444,,rick@ipcamethyst.com,(807) 345-1581,,,,,,,,,,,,,,0.0,,0011600001lUjgKAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAL6BAAW,False,,00008147,003G000001r23kKIAQ,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-08-26T20:35:49.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 474-1236,(204) 955-0349,rick@rmdinsurance.ca,(204) 488-7012,,,,,,,,,,,,,,0.0,,0011600001lUjkYAAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3872.0
5001600000iAQSmAAO,False,,00008148,0030A0000029i3JQAQ,001G000000vknrvIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"November 1, 2015 Renewal",Medium,"Policy# 215587

- average age +4 years, lost 5 females
- good claims excperience. Manual causing increase on VC",True,2015-08-27T14:53:52.000+0000,False,False,005G0000002hWfaIAE,2015-08-27T14:53:47.000+0000,005G0000002h840IAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)982-3280,(204) 293-9497,marc@perspectivefinancial.ca,(204)786-1296,,,,,,,,,,,,,,0.0,,0011600001l4YNrAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3871.0
5001600000iARdIAAW,False,,00008149,0030A0000029hCvQAI,001G000000vkkbwIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-08-27T15:54:03.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)474-2929X2,(204) 227-6395,doug@yourstylefinancial.ca,(877)223-2936,,,,,,,,,,,,,,0.0,,001G000001cpt9CIAQ,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3871.0
5001600000iAS3RAAW,False,,00008150,003G0000018f7ywIAA,001G000000urN7XIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 4 ees and average age went up by 1. This is 2nd renewal and renewal modifier is applied (in a negative way)
Very low claims for Drug + HC but high on DC.

Revised - see email from Wayne",False,,False,False,005G0000002gy2sIAA,2015-08-27T16:17:55.000+0000,005G0000002gy1mIAA,2015-09-24T16:35:38.000+0000,005G0000002gy2sIAA,2018-10-05T23:36:29.000+0000,(807)737-3885,,kmorgan@onyxfinancial.ca,(204)772-6699,,,,,,,,,,,,,,0.0,,001G0000010CTjMIAW,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3871.0
5001600000iASGBAA4,False,,00008151,0030A0000029hCvQAI,001G000000vkkbwIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-08-27T16:29:30.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)474-2929X2,(204) 227-6395,doug@yourstylefinancial.ca,(877)223-2936,,,,,,,,,,,,,,0.0,,0011600001lUjk9AAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3871.0
5001600000iATdQAAW,False,,00008152,0030A0000029gW9QAI,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-08-27T17:46:48.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)291-0860,,ina@ascendafinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjjlAAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3871.0
5001600000iAWYsAAO,False,,00008153,003G0000018f7xOIAQ,001G000000urN7sIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-08-27T20:36:52.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)946-8112,(204) 771-7773,simon@simonhiebert.com,,,,,,,,,,,,,,,0.0,,0011600001lUjjuAAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3871.0
5001600000iAWutAAG,False,,00008154,003G0000018f7xQIAQ,001G000000urN7oIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-08-27T21:01:17.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 943-5355,,lindab@priorityfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjk1AAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3871.0
5001600000iAbUTAA0,False,,00008155,003G0000018f7gxIAA,001G000000urN9aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,exception,Medium,"exception de convertir deductible plan sonate a un plan collectif pour frederic approuvé par wynter robertson , besoin lettre admin qui accepte la situation et preuve de franchise payé sous sonate",True,2015-08-28T14:54:18.000+0000,False,False,005G0000002gxzsIAA,2015-08-28T14:54:00.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(450)926-8555X205,(514) 235-2624,johanne.grenier@collabex.ca,,,,,,,,,,,,,,,0.0,,0011600001lUccEAAS,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3870.0
5001600000iAbpbAAC,False,,00008156,003G0000018f78GIAQ,001G000000urMsFIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,End Client Question,Phone,,Michael Rozenek GWO compared to seg funds,Medium,"A called me with an interesting case. One of his clients, old gentlemen who has about 300k in seg funds with the a and has a lot of $$ bedsides, mostly in RE is prospected by a lady broker. She told him that if he invested in GWO shares he would have done better than seg funds. So a asks me for a 10 year report on gwo shares with 10k investment. Cellulaire: (514) 917-1425.",False,,False,False,005160000068bqBAAQ,2015-08-28T15:12:36.000+0000,005160000068bqBAAQ,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(514)613-1836,,michael.rozenek@freedom55financial.com,(514)332-1127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,,,,Quotation,1.0,0.0,0.0,,False,3870.0
5001600000iAc47AAC,False,,00008157,0030A0000029aAlQAI,001G000000wjNrUIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Independent Contractors - Disability Claim Declined,High,"David Burback(ID#12), was declined for a Life & LTD claim.  The DMSO advised us this employee should not have been on the plan as he was an independent contractor. Currently, the plan design does not cover independent contactors. Selectpac Member admin then terminated david employee eff. Apr 1/15.

Through conversations with the advisor Craig, we discovered that the company did some restructuring back in September 2014. The company started hiring new employees as independent contractors.  One existing employee has now become an independent contractor (Kelvin Adamson). 

We asked for an exception to be made to refund the premiums for employees who were not eligible for disability. H.O agreed to refund back to January 1, 2015. Approval email is below along with Cristie advising Craig of the outcome and next steps.",False,,False,False,005G0000003TIN8IAO,2015-08-28T15:26:53.000+0000,005G0000003TIN8IAO,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(306)757-3511,,craig.halvorson@ig.ca,(306)352-3171,,,,,,,,,,,,,,0.0,,0011600001lUcHwAAK,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,2.0,0.0,0.0,,False,3870.0
5001600000iAdSeAAK,False,,00008158,003G0000018f6fQIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Australian citizens and LI in Canada,Medium,,True,2015-08-28T16:51:14.000+0000,False,False,005G0000002heHMIAY,2015-08-28T16:51:04.000+0000,005G0000002heHMIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(403)660-7315,,mike@synergyfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3870.0
5001600000iAdXoAAK,False,,00008159,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning,Low,Mother with US resident son,True,2015-08-28T16:55:53.000+0000,False,False,005G0000002heHMIAY,2015-08-28T16:55:46.000+0000,005G0000002heHMIAY,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3870.0
5001600000iAokAAAS,False,,00008160,0030A0000029ob5QAA,001G000000wjNrAIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 4 ees and average age went up by 1.
Great experience except for Dc

revised",False,,False,False,005G0000002gy2sIAA,2015-08-31T14:51:09.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)943-6828,,darren.anderson@ig.ca,,,,,,,,,,,,,,,0.0,,001G000001YLjCyIAL,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3867.0
5001600000iAouFAAS,False,,00008161,003G000001C3ZI3IAN,001G000000wjNroIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"- high manual rate increase for Life & AD&D
- good claims experience. Not alloing reduction due to second year rate adjustments on renewals.",False,,False,False,005G0000002gy1mIAA,2015-08-31T14:59:10.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 734-4420,,kelly.kirkpatrick@ig.ca,(204) 734-4090,,,,,,,,,,,,,,0.0,,0011600001lUjiZAAS,0.0,False,,,,,,005G0000002gy1mIAA,,,,,,,0.0,0.0,0.0,,False,3867.0
5001600000iApSlAAK,False,,00008162,0030A0000029UzQQAU,001G000000wjNrrIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000002gy2sIAA,2015-08-31T15:24:57.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)489-4640,,gordon.prazinak@igpwm.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001lUcyBAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3867.0
5001600000iAvNXAA0,False,,00008163,003G0000018f7x6IAA,0011600001l4YG6AAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Scott Sherrett,Medium,"Policy #246401

Demographic changes: Lost a senior female. Life ave age decreased from 48 to 45; LTD ave age decreased from 46 to 44.

Claims experience: another bad year for dental. Other claims stayed low as before.",True,2015-09-11T16:25:54.000+0000,False,False,005G0000002gyHYIAY,2015-08-31T20:08:52.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)509-2987,,scott@intentplanning.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YMYAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3867.0
5001600000iAvSwAAK,False,,00008164,0030A0000029YITQA2,001G000000vkYoQIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Doug Orr,Medium,"Policy #272578

Demographic changes: added a young female. Life ave age decreased from 50 to 48; LTD ave age decreased from 51 to 48.

Claims experience: drugs claims stay relatively low; Health claims doubled and another bad year for dental.",True,2015-09-11T16:44:36.000+0000,False,False,005G0000002gyHYIAY,2015-08-31T20:13:21.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)946-0598,(204) 899-1404,douglas@orragencies.com,(204)957-1536,,,,,,,,,,,,,,0.0,,0011600001l4YMuAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3867.0
5001600000iAvYVAA0,False,,00008165,003G0000018f7xUIAQ,001G000000urN7QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Pat Garrity,Medium,"Policy #276044

Demographic changes: added three young males. Life ave age decreased from 40 to 39; LTD ave age decreased from 41 to 40. More volumes.

Claims experience: really bad year for HC & VC",True,2015-09-11T17:12:24.000+0000,False,False,005G0000002gyHYIAY,2015-08-31T20:17:31.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 982-3636,(204) 955-1728,pgarrity@gpsfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001l4YI3AAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3867.0
5001600000iAvwXAAS,False,,00008166,0030A0000029nKNQAY,001G000000wjNroIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Sheila Bursey,Medium,"Policy 286649

Demographic changes: no ee change. The group aged by 1 year.

Claims experience: good year except VC",True,2015-09-11T17:29:58.000+0000,False,False,005G0000002gyHYIAY,2015-08-31T20:24:48.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)729-2000,,,(204)728-1882,,,,,,,,,,,,,,0.0,,0011600001l4YOuAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3867.0
5001600000iAwN9AAK,False,,00008167,0030A0000029iT9QAI,001G000000wjNroIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Michelle Hunter,Medium,"Policy #290014

Demographic changes: no ee change. The group aged by 1 year.

Claims experience: Loss ratio for health is 2.42; Also a bad year for DC.",True,2015-09-11T17:42:28.000+0000,False,False,005G0000002gyHYIAY,2015-08-31T20:28:15.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(604)541-9334,(604) 505-9734,michellea.hunter@ig.ca,(604)541-9343,,,,,,,,,,,,,,0.0,,0011600001l4YP0AAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3867.0
5001600000iB9wLAAS,False,,00008168,003G0000018f7xTIAQ,001G000000urN7kIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 1 employee and average age went up by 6.
Good experience for all benefits.",False,,False,False,005G0000002gy2sIAA,2015-09-01T20:00:18.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,,(204) 226-2027,tinlingfinancial@mymts.net,,,,,,,,,,,,,,,0.0,,0011600001lUkkOAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3866.0
5001600000iBA1pAAG,False,,00008169,003G000001ARPuzIAH,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal,Medium,"Demographic changes: same employees. Life ave age changed from 46 to 47; LTD ave age changed from 43 to 44.

Claims experience: didn't use the plan at all.

Revised",True,2015-09-15T19:39:18.000+0000,False,False,005G0000002gy2sIAA,2015-09-01T20:06:08.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(807) 548-9904,(807) 407-9904,mark.mcdonald@sunlife.com,(807) 548-9913,,,,,,,,,,,,,,0.0,,0011600001lUcxiAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3866.0
5001600000iBA6pAAG,False,,00008170,0031600002a5nX3AAI,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,lost 2 employees and average went went up by 2. High claims for all benefits.,False,,False,False,005G0000002gy2sIAA,2015-09-01T20:10:51.000+0000,005G0000002gy1mIAA,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 220-4029,(204) 510-5303,ricky@imperialbenefits.ca,(204) 272-3433,,,,,,,,,,,,,,0.0,,001G000001BPSfyIAH,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3866.0
5001600000iBGm5AAG,False,,00008171,003G0000018f7xOIAQ,001G000000urN7sIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-09-02T15:37:17.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)946-8112,(204) 771-7773,simon@simonhiebert.com,,,,,,,,,,,,,,,0.0,,0011600001lUjjvAAC,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3865.0
5001600000iBTBsAAO,False,,00008172,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 RENEWAL - A - George Sigurdson,Medium,"Demographics in their folder
POLICY# 224525

- average age +1 year
- good claims experience",True,2015-09-09T13:12:02.000+0000,False,False,005G0000002hWfaIAE,2015-09-03T16:39:39.000+0000,005G0000002hWfaIAE,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFpAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3864.0
5001600000iBbQGAA0,False,,00008173,003G0000018f7yIIAQ,001G000000urN7lIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T14:26:13.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 275-1300,(204) 791-0822,pcloutier7@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcwkAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBbcqAAC,False,,00008174,003G0000018f7xCIAQ,0015o000008CydDAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 RENEWAL - A - Pat Nord,Medium,"Demographics In folder
POLICY# 236545

- AA +2 years
- good claims experience",True,2015-09-09T13:20:11.000+0000,False,False,005G0000002hWfaIAE,2015-09-04T14:38:53.000+0000,005G0000002hWfaIAE,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204) 946-8179,,pat@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGVAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBbd5AAC,False,,00008175,0030A0000029XBfQAM,001G000000urN6zIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T14:39:04.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)480-9886,,greg@securefutures.ca,(204)201-0737,,,,,,,,,,,,,,0.0,,0011600001lUcwvAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBbgdAAC,False,,00008176,003G0000018f6brIAA,001G000000urMp0IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T14:42:55.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)272-0840,(204) 981-3017,don@eatonfs.com,,,,,,,,,,,,,,,0.0,,0011600001lUbiHAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBbnPAAS,False,,00008177,003G000001Q2BmhIAF,0015o000008CydcAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T14:48:46.000+0000,005G0000003Vsi7IAC,2023-12-28T17:17:10.000+0000,0055o0000019VX9AAM,2023-12-28T17:17:11.000+0000,(204)777-6699,,martin@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUbkOAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBbsAAAS,False,,00008178,003G000001Q2BmhIAF,0015o000008CydcAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T14:54:01.000+0000,005G0000003Vsi7IAC,2023-12-28T17:17:10.000+0000,0055o0000019VX9AAM,2023-12-28T17:17:11.000+0000,(204)777-6699,,martin@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUbjHAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBbv4AAC,False,,00008179,003G0000018f7OVIAY,001G000000urMp2IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T14:57:07.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)489-1587,(204) 229-3884,grant@financialheights.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcvaAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBbxUAAS,False,,00008180,003G0000018f6X9IAI,001G000000urMvtIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T14:59:43.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)346-1406,(204) 371-0804,paul.craft@paulcraftfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUbkhAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBc0YAAS,False,,00008181,003G0000018f6U2IAI,001G000000urMvuIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:02:20.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)947-5555,(204) 229-8880,brian@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUbk6AAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBc3NAAS,False,,00008182,003G0000018f6hWIAQ,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:04:56.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)489-5400,,nancy.turnbull@protectyournet.ca,,,,,,,,,,,,,,,0.0,,0011600001lUbjfAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBc7oAAC,False,,00008183,003G0000018f6brIAA,001G000000urMp0IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:08:25.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)272-0840,(204) 981-3017,don@eatonfs.com,,,,,,,,,,,,,,,0.0,,0011600001lUbiKAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBc9uAAC,False,,00008184,003G0000018f7JAIAY,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:10:51.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(431)445-0300,,chris@matternwealthadvisorygroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUcvKAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBcCjAAK,False,,00008185,003G0000018f7xgIAA,001G000000urN82IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:13:42.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)515-4001,(204) 229-7464,rick@bayviewfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjH9AAK,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBcEpAAK,False,,00008186,0030A0000029pqoQAA,001G000000vkel1IAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:16:34.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)654-4765,,carol-ann@gblsolutions.ca,(204)654-0710,,,,,,,,,,,,,,0.0,,0011600001lUcxfAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBcIhAAK,False,,00008187,003G0000018f6brIAA,001G000000urMp0IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:19:38.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)272-0840,(204) 981-3017,don@eatonfs.com,,,,,,,,,,,,,,,0.0,,0011600001lUbiNAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBcKYAA0,False,,00008188,0030A0000029iriQAA,001G000000urN7ZIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:22:09.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)944-1144,,slawton@lawtonpartners.ca,(204)946-0604,,,,,,,,,,,,,,0.0,,0011600001lUcxIAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBcN3AAK,False,,00008189,003G0000018f7xgIAA,001G000000urN82IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:25:01.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)515-4001,(204) 229-7464,rick@bayviewfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjHBAA0,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBcRZAA0,False,,00008190,003G0000018f6bxIAA,001G000000urMoxIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:29:02.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)488-2038X1,(204) 981-0556,gerry@hodsonfinancialinc.com,,,,,,,,,,,,,,,0.0,,0011600001lUblAAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBcVlAAK,False,,00008191,003G000001ARR6pIAH,001G000000vkZ1LIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:33:13.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 488-7699,2049622720,jpiasecki@maxwealth.ca,(204) 488-7876,,,,,,,,,,,,,,0.0,,0011600001lUge6AAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBck2AAC,False,,00008192,003G0000018f7yIIAQ,001G000000urN7lIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:47:45.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 275-1300,(204) 791-0822,pcloutier7@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcwgAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBcnpAAC,False,,00008193,003G0000018f6brIAA,001G000000urMp0IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:52:26.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)272-0840,(204) 981-3017,don@eatonfs.com,,,,,,,,,,,,,,,0.0,,0011600001lUbiBAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBcu2AAC,False,,00008194,003G0000018f7xPIAQ,0015o000008CydRAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T15:58:48.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)594-2211,,gs@rlfadvisory.com,,,,,,,,,,,,,,,0.0,,0011600001lUcwCAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBd0ZAAS,False,,00008195,003G0000018f7yJIAQ,001G000000urN7SIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T16:05:52.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 777-7789,(204) 792-2208,glenn@groupbcc.com,,,,,,,,,,,,,,,0.0,,0011600001lUnQHAA0,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBd2uAAC,False,,00008196,003G0000018f6X7IAI,0015o000008Cyf8AAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T16:08:43.000+0000,005G0000003Vsi7IAC,2024-10-10T15:00:37.000+0000,0055o0000019VX9AAM,2024-10-10T15:00:38.000+0000,(204)777-6699,(204) 795-2030,gord@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUbkEAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBdTqAAK,False,,00008197,0030A0000029mXmQAI,0015o000008CydLAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T16:37:20.000+0000,005G0000003Vsi7IAC,2024-01-23T15:12:54.000+0000,0055o0000019VX9AAM,2024-01-23T15:12:54.000+0000,(204)444-2091,,,,,,,,,,,,,,,,,0.0,,0011600001lUcvRAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBdb1AAC,False,,00008198,003G0000018f7yvIAA,001G000000urN7VIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T16:44:18.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)944-3515,,jtownsend@lawtonpartners.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcxEAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBdeZAAS,False,,00008199,003G0000018f6h0IAA,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Sayegh Salin - Risk,Medium,Clients risk profil has changed and he will be transfering hiw assets to a RRIF. Arlene wanted our opinion on what portfolio to offer and when she should transfert the funds.,True,2015-09-11T15:15:12.000+0000,False,False,005G0000002gy8MIAQ,2015-09-04T16:46:29.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(514)242-9648,(514) 242-9648,arlene@kiplingfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBdmTAAS,False,,00008200,003G0000018f73yIAA,001G000000urMvtIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T16:54:50.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)346-1406,(204) 801-6982,christine@craftfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,0011600001lUeh8AAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBdpSAAS,False,,00008201,003G0000018f7I3IAI,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T16:58:21.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 926-7589,(204) 782-2850,pamela.braun@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001lUcvHAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBf94AAC,False,,00008202,0030A0000029iZ5QAI,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T18:17:38.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)990-7069,,fabio@fioregroupbenefits.com,,,,,,,,,,,,,,,0.0,,001G0000010tg71IAA,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBfBKAA0,False,,00008203,0030A00000250qLQAQ,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T18:19:34.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204) 938-4044,(204) 981-4277,chris.haimes@peoplecorporation.com,,,,,,,,,,,,,,,0.0,,00116000025hqqbAAA,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBfOsAAK,False,,00008204,0030A0000029iZ5QAI,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-04T18:34:25.000+0000,005G0000003Vsi7IAC,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)990-7069,,fabio@fioregroupbenefits.com,,,,,,,,,,,,,,,0.0,,001G000001eTZwNIAW,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3863.0
5001600000iBgWOAA0,False,,00008205,003G000001F60IQIAZ,001G000000urN8sIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Jessica Lamontagne RAY.A shares,Medium,"Frederic Morier sent me an email with a question and attchement of fudiciary statement for stingray shares. more that 48k shares at $7, about 330k value. question being if we can transfer to QA. I called back and spoke to Danielle, Explained her that if c wants to sell all it will be cheaper with QI, if not it will be better with me. Will confirm with c and get backl to me.",True,2015-10-05T15:41:39.000+0000,False,False,005160000068bqBAAQ,2015-09-04T19:54:04.000+0000,005160000068bqBAAQ,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(514) 527-3655,(514) 718-3263,dfecteau@placementsfm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,,,,Quotation,1.0,0.0,0.0,,False,3863.0
5001600000iBrTSAA0,False,,00008206,0030A0000029lgfQAA,001G000000vkoAZIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - JEFFREY KRAEMER,Medium,"POLICY #224959

Demographic changes: no ee change. Life ave age changed from 54 to 55; LTD ave age changed from 53 to 54.

Claims experience: HC & DC claims increased but were under TLR; Bad year for VC.",True,2015-09-11T18:18:17.000+0000,False,False,005G0000002gyHYIAY,2015-09-08T15:14:34.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)954-7524,,jeffrey@tfifinancial.ca,(204)954-7525,,,,,,,,,,,,,,0.0,,0011600001l4YObAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3859.0
5001600000iBrVOAA0,False,,00008207,0030A0000029We9QAE,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Glenn Marr,Medium,"Policy #100350

Demographic change: added two young males. Life & LTD ave age changed from 52 to 49.

Claims experience: great year for all benefits.",True,2015-09-11T18:43:41.000+0000,False,False,005G0000002gyHYIAY,2015-09-08T15:15:44.000+0000,005G0000002gyHYIAY,2023-12-15T04:17:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:20.000+0000,(204)489-4640,,glenn.marr@igpwm.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001l4YPEAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3859.0
5001600000iBsn4AAC,False,,00008208,003G000001B5FpDIAV,001G000000urNBcIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Account 50151601,Medium,Moreno is very pleased with the asset mix and how the account has grown.  Client wishes information on whether or not they should trigger the gain and off set it iwith their losses,True,2015-09-08T16:20:45.000+0000,False,False,005G0000002gy5qIAA,2015-09-08T16:19:28.000+0000,005G0000002gy5qIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(519) 337-0700,,darisi@teksavvy.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5qIAA,,,,,,Quotation,1.0,0.0,0.0,,False,3859.0
5001600000iBtKNAA0,False,,00008209,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning,Low,...for terminally ill client.,True,2015-09-08T16:45:53.000+0000,False,False,005G0000002heHMIAY,2015-09-08T16:45:46.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3859.0
5001600000iBtNWAA0,False,,00008210,003G0000018f6SVIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,"US policy, Cdn beneficiaries",Low,US insured has died.  Question about taxes payable by Cdn beneficiaries.,True,2015-09-08T16:47:59.000+0000,False,False,005G0000002heHMIAY,2015-09-08T16:47:50.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403)261-4690X247,(403) 281-3918,ltoccoli@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3859.0
5001600000iBvAQAA0,False,,00008211,003G0000018f6eTIAQ,0011600001pKb12AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to Holdco,Low,,True,2015-09-08T18:11:42.000+0000,False,False,005G0000002heHMIAY,2015-09-08T18:11:34.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3859.0
5001600000iBvCWAA0,False,,00008212,003G0000018f6eTIAQ,0011600001pKb12AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Tax planning for US citizen with Cdn farm asset,Low,,True,2015-09-08T18:13:16.000+0000,False,False,005G0000002heHMIAY,2015-09-08T18:13:08.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3859.0
5001600000iC1s5AAC,False,,00008213,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Acquiring new Quadrus clients without a file,Medium,"We discussed the importance of notes, even just indicating the dates you attempted to reach the client.  KYC is a client/Rep process and dies with the former Rep no longer managing the client.  It is now on her to ensure KYC suitability.",True,2015-09-09T13:01:26.000+0000,False,False,005G0000002gy7yIAA,2015-09-09T13:01:20.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3858.0
5001600000iC7odAAC,False,,00008214,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Dave Fredrickson,Medium,"Policy #100142

- AA +1 year (life), +2 years (LTD)
- good claims experience. Manual rates holding drugs",True,2015-09-09T19:26:42.000+0000,False,False,005G0000002gyHYIAY,2015-09-09T18:16:45.000+0000,005G0000002gyHYIAY,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGwAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3858.0
5001600000iC7qUAAS,False,,00008215,003G0000018f7xYIAQ,0015o000008CyeqAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Carleen Carels,Medium,"Policy #260875

- AA +1 year
- good claims experience. Manual rates causing majority of increase",True,2015-09-09T19:35:56.000+0000,False,False,005G0000002gyHYIAY,2015-09-09T18:17:59.000+0000,005G0000002gyHYIAY,2024-02-26T19:33:18.000+0000,0055o0000019VX9AAM,2024-02-26T19:33:18.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,0011600001l4YILAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3858.0
5001600000iC7rmAAC,False,,00008216,003G0000018f7xBIAQ,001G000000urN7uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - Renewal - Mike Daoust,Medium,"Policy #63230

- AA +1 year
- good STD and HC claims, extemely high DC claims",True,2015-09-17T14:32:31.000+0000,False,False,005G0000002hWfaIAE,2015-09-09T18:19:05.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)992-1000,(204) 880-5669,mdaoust@taxvantage.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGIAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3858.0
5001600000iCBUmAAO,False,,00008217,003G0000018f75rIAA,0015o000008CygtAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Bellamy Save,High,"Daryl met with client. Assets are expected to be retained.

I have a client who is moving his and his wife’s portfolios to RBC.  The T-2033 is at Quadrus right now.  I have called him and the two reasons why he is moving it is rate of return and fees.  

I’ve talked to him ( he has been a client for 10 plus years, he has corporate money that he is leaving with me, and he has his group benefit plan with me ), he likes me but the bank said that they can get him a better rate of return with only a 1.1% fee and maybe even a 0.9%  fee compared to the 2.09% fee that he has with us.  I’ve got him to agree to allow me the opportunity to show him what we can do in a HNW portfolio.  I’m looking at dropping fees and changing the funds away from a Folio fund and put together a well diversified, aggressive individual fund portfolio with a slant towards Global and US funds, which is where I think the returns will come over the next few years.

I need your help with the above.

We are in a time crunch because of the T-2033.

When can you work with me on this?

Cheers.
Robert S. Dewar, CFP 
Certified Financial Planner 
Grand Valley Financial Inc. 
We plan.  You prosper 
519-766-9363 ext 208 
1-866-885-9943",True,2015-09-11T17:32:39.000+0000,False,False,005G0000003Wo4iIAC,2015-09-09T21:45:07.000+0000,005G0000003Wo4iIAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(519)885-5177,,rob@loftwmg.ca,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000003Wo4iIAC,,,,,,Presentation,1.0,0.0,0.0,,False,3858.0
5001600000iCFBXAA4,False,,00008218,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A   RENEWAL - George Sigurdson,Medium,"Demogrpahics in their fodler
POLICY# 229234

- AA +1 year
- good HC, high DC, good VC claims
- 2 life group",True,2015-09-16T20:03:28.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T14:18:02.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFiAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCFEbAAO,False,,00008219,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - George Sigurdson,Medium,"Demographics in their folder
POLICY# 256921

- AA + 1 year",True,2015-09-16T20:16:28.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T14:19:36.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFKAA0,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCFbuAAG,False,,00008220,003G0000018f7xCIAQ,0015o000008CydDAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - PAT NORD,Medium,"Demographics in their folder
POLICY# 261044

- AA no change, +2 females
- high STD and health claims",True,2015-09-17T14:49:10.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T14:44:04.000+0000,005G0000002hWfaIAE,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204) 946-8179,,pat@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGUAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCFlGAAW,False,,00008221,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - GEORGE SIGURDSON,Medium,"Demos in folder
POLICY# 264290

- AA +5 years, lost 2 females added 1 male
- excellent claims experience",True,2015-09-17T14:54:35.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T14:53:26.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFPAA0,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,2.0,0.0,0.0,,False,3857.0
5001600000iCG2MAAW,False,,00008222,003G0000018f6kdIAA,001G000000urMsSIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,HNW,Medium,After discussion we noticed that one of Alain corporate client does not qualify anymore for the HNW initiative due to market conditions. He will be sending the clients portfolio and we will try to get an exception,True,2015-09-11T15:17:00.000+0000,False,False,005G0000002gy8MIAQ,2015-09-10T15:09:01.000+0000,005G0000002gy8MIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(450)536-0875X3,(514) 996-7117,alain.proulx@trinum.ca,(450)536-1827,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCG64AAG,False,,00008223,003G0000018f7xCIAQ,0015o000008CydDAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - Pat Nord,Medium,"- average age +3 years
- added 1 male and 1 female
- good claims experience for all benefits",True,2015-09-23T19:52:11.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T15:12:50.000+0000,005G0000002hWfaIAE,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204) 946-8179,,pat@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGPAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCG8eAAG,False,,00008224,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - Gerry Matte,Medium,"Demos in folder
POLICY# 268473

- Life: average age +2 years, lost 1 female (under age 25), 1 female moved to 65+ age band
- LTD: average age +1 year, lost 2 females (same as above)
- on target for drug claims, high health and dental claims",True,2015-09-17T15:23:13.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T15:15:36.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YMIAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCGM2AAO,False,,00008225,003G0000018f7xnIAA,001G000000vHQOQIA4,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - Andrew Clarke,Medium,"Demos in folder
POLICY# 268709

- AA -2 years, +1 female
- high DC claims, good claims everywhere else",True,2015-09-17T18:35:24.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T15:29:26.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)487-6556,(204) 791-7813,andrew_clarke@clarkefinancialplanning.com,,,,,,,,,,,,,,,0.0,,0011600001l4YHYAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCGnhAAG,False,,00008226,003G0000018f7yCIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - RENEWAL - Bob Janzen,Medium,"Demos in folder
POLICY# 276627

- AA +1 year
- extremely high STD claims
- high loss ratios on all other benefits as well",True,2015-09-15T16:27:05.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T15:54:52.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)822-3953,(204) 325-0109,bob@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIYAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCGwUAAW,False,,00008227,003G000001IkV0aIAF,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - Jim Buga,Medium,"Demos in their folder
POLICY# 286875

- AA +1 year
- good claims experience
- 3rd year renewal, modifier gone, large reductions seen",True,2015-09-15T16:09:00.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T16:03:18.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 725-4322,(204) 729-7072,jim.buga@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001l4YO3AAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCHE4AAO,False,,00008228,003G000001LJkqtIAD,001G0000017yaWxIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - Shawn Taylor,Medium,"Demos in folders
POLICY# 290272

- AA +1 year
- good drug and dental claims
- high h/c claims
- second year modifier on renewal",True,2015-09-15T15:57:37.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T16:19:32.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 571-4560,,shawn.taylor@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001l4YOJAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCHKMAA4,False,,00008229,003G000001lDsn1IAC,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - RENEWAL - Harley McCormick,Medium,"Demos in folder
POLICY# 290476

- AA +2 years, lost 1 male(under 25)
- slightly high HC claims but all other claims good. 
- Large increases wanted on pooled benefits",True,2015-09-18T15:31:01.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T16:26:14.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 748-2300,(204) 851-6104,hmccormick@guildinsurance.ca,(204) 748-2340,,,,,,,,,,,,,,0.0,,0011600001l4YOiAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCHSpAAO,False,,00008230,003G000001ARQkZIAX,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - Paula Macmillan,Medium,"POLICY# 280321

Demographic changes: added 1 younger female. Life & LTD ave age stay the same, 44.

Claims experience: improved for all benefits",True,2015-09-16T17:29:27.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T16:34:06.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 259-0074 ext. 2252,,paula.macmillan@sunlife.com,(204) 487-6675,,,,,,,,,,,,,,0.0,,0011600001l4YT3AAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,1.0,0.0,0.0,,False,3857.0
5001600000iCHaeAAG,False,,00008231,003G000001ARYEPIA5,001G000000vke9EIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - ANDY ANDERSON,Medium,"POLICY# 283840

Demographic changes: added 5 males & 1 female. Life ave age changed from 50 to 52; LTD ave age changed from 50 to 51.

Claims experience: bad year for HC & DC.",True,2015-09-16T20:27:19.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T16:39:54.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 746-5589,,andya@valleyfinancial.ca,(204) 746-6246,,,,,,,,,,,,,,0.0,,0011600001l4YN5AAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCHbwAAG,False,,00008232,0030A0000029eABQAY,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - Ken Nolin,Medium,"POLICY# 290111

Demographic changes: lost 3 males & added 2 young females. Life ave age remains at 38; LTD ave age changed from 38 to 37.

Claims experience: DC claims remained high; HC & Drugs were improved a lot.",True,2015-09-16T20:48:20.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T16:41:17.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)489-4640,,ken.nolin@igpwm.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001l4YPMAA2,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCHdiAAG,False,,00008233,003G000001C3ZLOIA3,001G000000wjNrsIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - Tom Aldridge,Medium,"POLICY# 290403

Demographic change: added 3 males. Life ave age changed from 35 to 34.

Claims experience: high claims for HC, DC & VC. relatively low claims for PDD.",True,2015-09-29T20:22:53.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T16:42:44.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 981-7596,,tom.aldridge@ig.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YSmAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCHf5AAG,False,,00008234,0030A0000029bZ1QAI,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - RENEWAL - Doug Blaylock,Medium,"POLICY# 293580

Demographic change: same number of employees; Life ave age changed from 38 to 36 but less volume; LTD ave age changed from 35 to 36.

Claims experience:  didn't use HC & VC; low PDD claims and relatively high DC claims.",True,2015-09-29T20:37:33.000+0000,False,False,005G0000002hWfaIAE,2015-09-10T16:44:15.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)943-6828,,doug.blaylock@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,001G000001kn8WhIAI,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCKu3AAG,False,,00008235,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Dave Fredrickson,Medium,"Policy #218724

Demographics saved.

- AA -5 years, added 2 male, added 1 female
- good claims experience for health and dental. 
- Percent change to experience seems very high for the claims incurred. I checked with Leah, but she said everything was correct",True,2015-09-23T19:33:57.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T19:59:50.000+0000,005G0000002gyHYIAY,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGlAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCKvGAAW,False,,00008236,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Dave Fredrickson,Medium,"Policy #257039

Demographics saved

- AA +1 year
- hight STD claims (not as high as last year)
- good DC and HC claims
- drug claims slightly over targer",True,2015-09-18T18:32:15.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:01:18.000+0000,005G0000002gyHYIAY,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YGgAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,1.0,0.0,0.0,,False,3857.0
5001600000iCL9mAAG,False,,00008237,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Richard Lochhead,Medium,"Policy #280366

Demographics saved

- AA no change, lost 1 male
- high VC and RX claims. Good HC and DC claims. Large increases wanted on pooled benefits.",True,2015-09-18T18:44:02.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:16:49.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHoAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLBJAA4,False,,00008238,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Richard Lochhead,Medium,"Policy #280431

Demographics saved

- AA +1 year, 1 male shifted into 65+ band
- good RX claims, other claims on the high side
- large increases indicated in pooled benefits",True,2015-09-18T19:02:51.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:18:38.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YI2AAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLGEAA4,False,,00008239,003G0000018f7xDIAQ,001G000000urN7CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Tim Nosworthy,Medium,"Policy #290356

Demographics saved

- AA +1 year
- high drug claims, all other claims experience good. Has 2nd year modifier",True,2015-09-18T19:14:30.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:23:52.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,,tim@timnosworthy.ca,,,,,,,,,,,,,,,0.0,,001G0000010wN6wIAE,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLItAAO,False,,00008240,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Dave Fredrickson,Medium,"Policy #293604

Demographics saved

- AA -8 years, added 4 females
-good claims experience. 
- using 1st year modifier",True,2015-09-18T19:21:02.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:26:08.000+0000,005G0000002gyHYIAY,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,001G000001kn8QZIAY,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLKBAA4,False,,00008241,003G0000018f7xJIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - Renewal - Deborah Capek,Medium,"Policy #256886

Demographics saved

- AA -1year, added 1 female (under 25)
- good claims experience. Last years dental experience is hurting the benefit this year. 
- first year for VC, high usage",True,2015-09-18T19:25:59.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:27:49.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjjpAAC,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLMCAA4,False,,00008242,0030A0000029ds2QAA,001G000000vkdJAIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Perry Vagianos,Medium,"Policy #246483

Demographics saved

- No chance on AA. 1 male moved to 50-54 age band, 1 female moved to 65+
- higher HC and drug exp. good Dc and VC exp.",True,2015-09-18T19:43:29.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:29:47.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)415-5590,,perry@svbenefits.com,(204)975-4975,,,,,,,,,,,,,,0.0,,0011600001l4YNGAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLNUAA4,False,,00008243,0030A0000029ds2QAA,001G000000vkdJAIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Perry Vagianos,Medium,"Policy#249475

Demographics saved

- AA +1 year
- no STD claims",True,2015-09-18T19:57:17.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:31:11.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)415-5590,,perry@svbenefits.com,(204)975-4975,,,,,,,,,,,,,,0.0,,0011600001l4YNPAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLO8AAO,False,,00008244,003G0000018f74gIAA,001G000000urMp9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,OPEN ENROLL,High,"2 EE'S SO FAR FOR OE.  JENNIFER- PA DIDN'T COMPLETE APP AND JOHN APP COMPLETED BUT THEY THOUGHT HE DECLINED MIS UNDERSTANDING WITH NEW PA.

EMAIL 9/10/15
Hi Rod/Tammy,

As discussed we are looking at doing an open enrollment effective Aug 15th for Jennifer and John.  John already has a completed application, please have Jennifer complete one as well and send me copies of both ASAP.  

The open enrollment is a one-time exception, so now is a good time to offer the plan to anyone who declined in the past.  It’s essentially their last shot to get on without having to go through medical underwriting.  If anyone else wants on, please have them fill in the app as well.

Once we have the apps we will send to Head Office with our request and it could be a few weeks before cards are issued.  In the meantime please advise them to hang on to any receipts and submit them either via paper claim, or online once you confirmed their active.  We will send ID#’s as soon as they are available.

Tammy please call me if you have any questions about the applications! 


Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355 

From: Final Touch [mailto:final_touch@shaw.ca] 
Sent: Tuesday, July 21, 2015 3:44 PM
To: Arsenault, Chantell
Subject: Employee list

Peggy S         -06/06/2014
Jennifer M    -04/23/2014
John H                        -04/16/2014
Hugh S            -11/13/2013                                  
Joshua M             -10/28/2013
Laura V                    -10/12/2013
Sheldon M        -06/13/2013
Mike D                 -08/01/2008

The only one that accepted benefits was Jennifer M.

I have attached my form ",True,2015-09-18T15:42:44.000+0000,False,False,005G0000002gyCdIAI,2015-09-10T20:32:23.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(705)256-5618,(705) 987-1949,rboucher@glwealthssm.com,,,,,,,,,,,,Other,,,0.0,,001G0000011Yg4AIAS,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLVEAA4,False,,00008245,003G0000018f7xWIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Russ Thompon,Medium,"Policy #261077

Demographic changes: Lost 1 male & 1 female. Life ave age changed from 33 to 36; LTD ave age changed from 32 to 35.

Claims experience: low claims in general",True,2015-09-30T19:40:50.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:40:33.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,(204) 729-7816 direct,russthompson@mts.net,,,,,,,,,,,,,,,0.0,,0011600001l4YI8AAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLXZAA4,False,,00008246,0030A0000029d87QAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Russel Beirnes,Medium,"Policy #268640

Demographic change: same number of employees; Life ave age changed from 35 to 36.

Claims experience: didn't use HC, low claims for PDD, VC & DC",True,2015-09-30T19:51:17.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:42:30.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)344-5626,,beirnes@mts.net,(204)344-5626,,,,,,,,,,,,,,0.0,,0011600001l4YOlAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLYIAA4,False,,00008247,003G000001ARb6jIAD,001G000000vkeuUIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Ian Briscoe,Medium,"Policy #280324

Demographic change: lost 1 male and added 1 female; Life ave age changed from 36 to 38; LTD ave age changed from 35 to 36.

Claims experience: improved HC & DC; PDD & VC claims remained high.",True,2015-09-30T20:21:21.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:43:38.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 488-3500 ext. 23,,ian@gibsonbriscoe.com,(204) 488-3502,,,,,,,,,,,,,,0.0,,0011600001l4YOAAA2,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLZkAAO,False,,00008248,0030A0000029pdPQAQ,001G000000wjNrsIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Tamara Fehr,Medium,"Policy #280432

Demographic change: added 1 male; Life & LTD ave age changed from 41 to 39;

Claims experience: didn't use STD and much improved claims for all other benefits.",True,2015-09-30T20:37:59.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:44:53.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)290-9532,,tflaman@fswpartners.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjiCAAS,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCLblAAG,False,,00008249,0030A00000C07nUQAR,001G000000wjNrsIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Afif Mutawe,Medium,"Policy #293562

Demographic changes: lost 1 male; Life ave age changed from 28 to 29; LTD ave age stayed at 29.

Claims experience: didn't use HC, VC & PDD; low claims for PDD.",True,2015-10-02T15:01:50.000+0000,False,False,005G0000002gyHYIAY,2015-09-10T20:46:28.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)997-0500,,afif@shaw.ca,,,,,,,,,,,,,,,0.0,,001G000001kn8V5IAI,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3857.0
5001600000iCQKOAA4,False,,00008250,003G0000018f6QuIAI,001G000000urMp9IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,LTD Claim Gastone,High,"From: Smith, Malcolm 
Sent: Friday, September 11, 2015 10:55 AM
To: Arsenault, Chantell
Subject: RE: Gastone 


Already called him. He is waiting for a MRI hopefully next week. He received a copy of the Sep. 3 letter to Dr. Ciaschini so he knows they are awaiting his specialist’s report. Thanks. Chantell._____________________________________________


From: Kathy L (Hamilton DMSO) 
Sent: Friday, September 11, 2015 10:44 AM
To: Arsenault, Chantell; Linda W (Hamilton DMSO)
Cc: Stacey, Lindsay; Smith, Malcolm
Subject: RE: Gastone 

Gastone had an appointment with his specialist on Sep 2/15 so we requested copies of the specialist’s consultant reports and tests results since Feb 11/15 (the date after the last specialist consultation report we have on file). The request was faxed on Sep 3/15.


Hi Kathy, any word from the treating specialist that will bring us closer to a decision?  Can you please Keep Lindsay in the loop as well?  Sept 18th is my last here, I am taking a new role with the company in a different SMC. 


Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355 


_____________________________________________
From: Smith, Malcolm 
Sent: Friday, September 11, 2015 10:04 AM
To: Arsenault, Chantell
Cc: Gearing, David; Hempel, Michelle
Vagnini, Plan 217640, E4


Hi Chantell. I have not heard further from LTD claims so I am not sure whether they are ordering a visit with an independent physician or not. I am away until Sep. 22 by which time you will have relocated to BC  (Congratulations on your well deserved promotion ) so I guess I will wait to take matters up with Kathy L upon my return. If you should get some news finally prior to leaving, please send me an e-mail as I will be monitoring that occasionally while away.

Malcolm T Smith
Certified Financial Planner
e-mail: malcolm.smith@londonlife.com
Website: http://malcolmsmith.ca
Office (705)256-5618 X244
Fax  (705)256-1766 
Home (705)842-3258
Cell    (705)542-6360


The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




_____________________________________________
From: Arsenault, Chantell 
Sent: Thursday, September 03, 2015 1:27 PM
To: Smith, Malcolm
Cc: Gearing, David; Hempel, Michelle
Subject: RE: Gastone 


Good news that they will review the specialist info before taking this route… I know it’s taking longer than they promised and expected, however that means this employee has a chance to get this decision turned around!  I will continue to keep my eye on this. 


Chantell Arsenault, GBA
Sr. Service Representative, Employee Benefits 
705-675-0382 or 1-888-576-8355 


_____________________________________________
From: Smith, Malcolm 
Sent: Thursday, September 03, 2015 10:44 AM
To: Arsenault, Chantell
Cc: Gearing, David; Hempel, Michelle
Subject: FW: Gastone 


Interestingly enough, I had asked Kathy L if we could order a independent medical exam back in June 2015 when we were originally told of the decline. It is unfortunate that we had to wait two more months to order this.

Malcolm T Smith
Certified Financial Planner
e-mail: malcolm.smith@londonlife.com
Website: http://malcolmsmith.ca
Office (705)256-5618 X244
Fax  (705)256-1766 
Home (705)842-3258
Cell    (705)542-6360


The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




_____________________________________________
From: Kathy L (Hamilton DMSO) 
Sent: Thursday, September 03, 2015 10:17 AM
To: Arsenault, Chantell
Cc: Kathryn T (Hamilton DMSO); Smith, Malcolm
Subject: Gastone


Hi Chantell,

I spoke with the Medical Board this morning. We have not completed our assessment of Mr. V appeal and we are going to arrange an Independent Medical Exam (IME) for him which we feel is needed to complete our assessment.  I have left messages on Mr. V home phone and cell phone to call me so we can confirm if there are any dates he is unavailable before we set up the IME.

Thanks,
Kathy

________________________________________________________________
Kathy L., ALHC
Case Manager
The Great-West Life Assurance Company, Hamilton DMSO
Telephone 905-317-2657 or 1-800-330-2270 extension 2657
Fax 905-540-9230 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",False,,False,False,005G0000002gyCdIAI,2015-09-11T14:30:39.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(705)574-0581,(705) 542-6360,malcolm.smith@glwealthssm.com,(705)574-0588,,,,,,,,,,,,,,0.0,,0011600001lUeHoAAK,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,3856.0
5001600000iCTTnAAO,False,,00008251,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,are bonds safe?,Medium,we discussed then I sent her my memo outlining various reasons that support that YES BONDS ARE SAFE,True,2015-09-11T17:34:50.000+0000,False,False,005G0000002gy7yIAA,2015-09-11T17:34:41.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3856.0
5001600000iCVjMAAW,False,,00008252,0031600002ERui8AAD,001G000000vkXOZIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,EE not added on sign up,Medium,"EE missed on sign up should have started with group eff date Aug 1st.

Received letter and original app from PA in the mail on Sept 9th.  Copy fwd to Inforce for handling on Sept 11.

Sent email to PA advising we are on it. Sent email to advisor to keep them in loop",True,2015-09-17T17:45:17.000+0000,False,False,005G0000002gyCdIAI,2015-09-11T19:49:53.000+0000,005G0000002gyCdIAI,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(705) 335-2802,,paul.zajac@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001pgZl6AAE,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,3856.0
5001600000iChKmAAK,False,,00008253,003G0000018f6vkIAA,001G000000urMtjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Guessing at dividend values,Low,Trying to determine next year's dividend after using PUAs to pay off policy loan.  Suggested contacting client service.,True,2015-09-14T17:05:59.000+0000,False,False,005G0000002gyDWIAY,2015-09-14T17:05:51.000+0000,005G0000002gyDWIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(250)763-1114,(250) 486-7768,genadiy@encompasssolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCi96AAC,False,,00008254,003G0000018f6nKIAQ,001G000000urN84IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"Added 3 employees and average age went up by 1.
HC and Drug have good experience but DC is over TLR. There have been rates negotiations for the last years - see Kevins email.",False,,False,False,005G0000002gy2sIAA,2015-09-14T17:51:19.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)944-1144,(204) 479-8379,wsweatman@lawtonpartners.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhoUAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCizOAAS,False,,00008255,0030A0000029dt9QAA,001G000000vkcpRIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - Policy#213139,Medium,"Demographic change: same number of employees; Life ave age changed from 30 to 33; LTD ave age changed from 29 to 33.

Claims experience: didn't use STD, HC & DC; VC loss ratio is just below BELR.",True,2015-10-07T19:22:57.000+0000,False,False,005G0000002gy2sIAA,2015-09-14T18:30:48.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)981-7507,,vertzie@mts.net,(204)256-0747,,,,,,,,,,,,,,0.0,,0011600001lUjfuAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCjAvAAK,False,,00008256,003G0000018f7xTIAQ,001G000000urN7kIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,same number of ees and average age went up by 1. Pooled rates are increasing significantly which I will have to invest on. Little to no claims for experienced rates benefits.,False,,False,False,005G0000002gy2sIAA,2015-09-14T18:41:44.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,(204) 226-2027,tinlingfinancial@mymts.net,,,,,,,,,,,,,,,0.0,,0011600001lUkkPAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCjK7AAK,False,,00008257,003G0000018f7yhIAA,001G000000urN74IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"lost 4 employees and average age went down by 3.
Good experiences overall for the experience rated benefits.",False,,False,False,005G0000002gy2sIAA,2015-09-14T18:48:04.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 956-9863,,kasey_boisselle@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUjHXAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCjRhAAK,False,,00008258,003G0000018f7xTIAQ,001G000000urN7kIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 6 employees and average age stayed the same. There were claims over TLR for one or more of the last 3 years for all benefits except for Drug.All benefits are getting an increase except for Drug.,False,,False,False,005G0000002gy2sIAA,2015-09-14T18:54:15.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,(204) 226-2027,tinlingfinancial@mymts.net,,,,,,,,,,,,,,,0.0,,0011600001lUkkNAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCjYTAA0,False,,00008259,003G0000018f7yAIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"Lost 2 employees and average age went up by 6.
Above TLR for Drug but all other experiences rated benefits are below TLR. However manual increases are really impacting the renewal and causing the rates to go up.",False,,False,False,005G0000002gy2sIAA,2015-09-14T19:00:34.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(807)684-1825,,mike@mlsfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjHgAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCjdnAAC,False,,00008260,0030A0000029p78QAA,001G000000wjNrAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - Policy#108675,Medium,"Demographic change: added 4 males & 6 females: Life ave age changed from 56 to 48; LTD ave age changed from 55 to 45.

Claims experience: 1st year having PDD - low claims; bad year for HC, DC & VC.",True,2015-10-14T20:28:59.000+0000,False,False,005G0000002gy2sIAA,2015-09-14T19:05:55.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUjhGAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCjiJAAS,False,,00008261,003G0000018f7yeIAA,001G000000urN7vIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,Added 1 employee and average age went down by 1. Over 200% LR for HC and VC.,False,,False,False,005G0000002gy2sIAA,2015-09-14T19:10:00.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(807) 468-3333,,gforsyth@standardinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcwPAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCjySAAS,False,,00008262,003G0000018f7ycIAA,001G000000urN7KIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 11 employees and average age went down by 3. 100% credible group.,False,,False,False,005G0000002gy2sIAA,2015-09-14T19:23:45.000+0000,005G0000002gy1mIAA,2015-10-05T19:29:45.000+0000,005G0000002gy2sIAA,2018-10-05T23:37:18.000+0000,,,cmaxfield@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YIbAAM,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCk1bAAC,False,,00008263,003G0000018f6kyIAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - Policy#229200,Medium,"Demographic change: lost a senior male; Life ave age changed from 61 to 58; 

Claims experience: no experienced benefits",True,2015-10-14T19:55:43.000+0000,False,False,005G0000002gy2sIAA,2015-09-14T19:26:51.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(807)475-9424,(807) 355-2950,bob@swanfinancialconcepts.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhoNAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCk9BAAS,False,,00008264,0030A0000029UkGQAU,001G000000vkY5AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - Policy#264369,Medium,"Demographic change: same number of employees; Life ave age changed from 45 to 47; LTD ave age changed from 45 to 46.

Claims experience: a relatively good year in general except HC.",True,2015-10-07T20:34:04.000+0000,False,False,005G0000002gy2sIAA,2015-09-14T19:34:12.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)661-2629,,gord@kinginsurance.com,(204)663-0007,,,,,,,,,,,,,,0.0,,0011600001lUjfVAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCkGHAA0,False,,00008265,0030A0000029Y7YQAU,001G000000vkdelIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - Policy#264292,Medium,"Demographic change: added 2 males & 1 female; Life ave age changed from 39 to 36; LTD ave age changed from 37 to 36.

Claims experience: didn't use STD; PDD, HC & DC loss ratios are just below BELR. Another bad year for VC.",True,2015-10-08T19:32:07.000+0000,False,False,005G0000002gy2sIAA,2015-09-14T19:39:19.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)515-5778,,oliver@paradigminsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcxKAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCkLCAA0,False,,00008266,003G0000018f7yAIAQ,001G000000urN6xIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 1 employee and average age went down by 4. Dep Life went up significantly. Below TLR for Drug but not for HC.,False,,False,False,005G0000002gy2sIAA,2015-09-14T19:43:10.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(807)684-1825,,mike@mlsfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjHmAAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCkSwAAK,False,,00008267,003G0000018f7BkIAI,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - Policy#261014,Medium,"Demographic change: same number of employees; Life ave age changed from 42 to 43; LTD ave age changed from 41 to 42.

Claims experience: low HC claims. Big increase in DC & VC claims",True,2015-10-08T20:02:10.000+0000,False,False,005G0000002gy2sIAA,2015-09-14T19:49:01.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(807)343-4788,,claudette.gleeson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGWAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCkcNAAS,False,,00008268,003G000001ARZJmIAP,001G000000zgRDVIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000002gy2sIAA,2015-09-14T19:56:45.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 638-7528,(204) 648-4925,scott@avantafinancialservices.com,(204) 638-9907,,,,,,,,,,,,,,0.0,,0011600001lUjg8AAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCkhXAAS,False,,00008269,0030A0000029UrkQAE,001G000000wjNrqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - Policy#280433,Medium,"Demographic change: same number of employees; Life ave age changed from 42 to 37; LTD ave age changed from 42 to 36.

Claims experience: high STD & PDD claims; low claims for HC and didn't use VC.",True,2015-10-07T19:41:38.000+0000,False,False,005G0000002gy2sIAA,2015-09-14T20:01:25.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)943-6828,204-781-9944,craig.earl@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,0011600001lUkkCAAS,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCkp7AAC,False,,00008270,003G0000018f7BkIAI,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - Policy#268739,Medium,"Demographic change: added 3 males, lost 1 female. Life ave age changed from 38 to 37.

Claims experience: improved PDD claims; good year in general.",True,2015-10-08T20:37:36.000+0000,False,False,005G0000002gy2sIAA,2015-09-14T20:07:11.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(807)343-4788,,claudette.gleeson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjGVAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCkwhAAC,False,,00008271,003G0000018f6uNIAQ,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"same ee number and just aged 1 year.
Above TLR for Drug and VC.",False,,False,False,005G0000002gy2sIAA,2015-09-14T20:13:57.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(807)935-1760,(807) 251-9444,kyle@shaenwealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUjG8AAK,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCl8sAAC,False,,00008272,003G0000018f6WTIAY,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,added 1 employee and average age went up by 5 years. No claims for DC/HC. This is their 1st year renewal.,False,,False,False,005G0000002gy2sIAA,2015-09-14T20:24:32.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(807) 343-4788 ext 4230,(807) 629-5282,norm.gorrie@freedom55financial.com,,,,,,,,,,,,,,,0.0,,001G000001e8NgnIAE,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iClE2AAK,False,,00008273,003G0000018f7xhIAA,001G000000urN7TIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 229283,Medium,"Demographic change: added 1 male and lost 1 female; Life ave age changed from 45 to 44; LTD ave age changed from 42 to 39.

Claims experience: high VC claims; HC & DC loss ratios were below BELR.",True,2015-10-07T18:45:53.000+0000,False,False,005G0000002gy2sIAA,2015-09-14T20:28:18.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)946-8191,,gord@carelsfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjHKAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iClF5AAK,False,,00008274,0030A0000029kHsQAI,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-14T20:28:58.000+0000,005G0000003Vsi7IAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)745-8174,(204) 828-3305,harold@harmsadvisor.ca,,,,,,,,,,,,,,,0.0,,0011600001lUeglAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3853.0
5001600000iClguAAC,False,,00008275,003G000001IlQyZIAV,001G0000011bRijIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,New opportunity - Blomme's (Mark and Sandra),High,$700k in rrsp money in progress via Jeremy Martin at Qtrade now.  Proposal being started by Sandra...same Balanced plus fee illustration as Doucet case.,True,2017-02-15T18:14:51.000+0000,False,False,005G0000002gy8XIAQ,2015-09-14T20:54:06.000+0000,005G0000002gy8XIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(506)857-0418,,john@dixonpatterson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8XIAQ,,,701G0000000ar15IAA,,,,0.0,0.0,0.0,,False,3853.0
5001600000iCsBbAAK,False,,00008276,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Richard Lochhead,Medium,"Policy #290501

- average age +3 years, lost 2 females
- good drug claims, higher health and dental claims",True,2015-09-23T20:05:33.000+0000,False,False,005G0000002gyHYIAY,2015-09-15T14:43:16.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjHZAA0,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3852.0
5001600000iD4TCAA0,False,,00008277,003G0000018f6f2IAA,001G000000urMp5IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000002gy1mIAA,2015-09-15T19:49:32.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(807)697-1749,(807) 627-9510,t.mihaljevic@mbenefits.ca,(807)623-8743,,,,,,,,,,,,,,0.0,,0011600001lUhoDAAS,0.0,False,,,,,,005G0000002gy1mIAA,,,,,,,0.0,0.0,0.0,,False,3852.0
5001600000iD5oVAAS,False,,00008278,003G0000018f7ycIAA,001G000000urN7KIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,"added 1 more employee and average age went down by 4.

VERY high STD claims all 3 years.
Claims level for other benefits are heading in a right direction but still dealing with high claims ratio from previous years.",False,,False,False,005G0000002gy2sIAA,2015-09-15T20:05:04.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,,cmaxfield@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcvoAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3852.0
5001600000iDDddAAG,False,,00008279,003G0000018f74PIAQ,001G000000urMoNIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Ownership of LI by corporations,Low,,True,2015-09-16T13:55:31.000+0000,False,False,005G0000002heHMIAY,2015-09-16T13:55:20.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403)244-7999,(403) 803-4588,dirk@hfgcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3851.0
5001600000iDDgIAAW,False,,00008280,003G000001IkUyCIAV,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxable benefit on corporate paid LI,Low,,True,2015-09-16T13:58:04.000+0000,False,False,005G0000002heHMIAY,2015-09-16T13:57:55.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,,phil.franklin@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3851.0
5001600000iDSUqAAO,False,,00008281,003G0000018f6XZIAY,001G000000urMqqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Death and spousal rollover that needs reversing,Medium,"Money paid into a clients account due to death  should not have been done as a spousal rollover.  Needs to be coded as a beneficairy payment only.  No longer married.  Client may not have eligible RRSP room to have the payment remain inside the RRSP

Spoke to Death Claims and they will pull the file but also reverse the payment",True,2015-09-17T12:49:43.000+0000,False,False,005G0000002gy7yIAA,2015-09-17T12:49:31.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(705)684-9191,(705) 684-9191,cagilmour@eagleridgefsl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3850.0
5001600000iDSaAAAW,False,,00008282,003G000001ZfIDDIA3,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,need to remove the spousal indicator due to marriage breakdown,Medium,sent him the CRA guidelines and the form,True,2015-09-17T12:59:11.000+0000,False,False,005G0000002gy7yIAA,2015-09-17T12:59:05.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905) 276-1177 x504,(647) 389-0389,robert.mazur@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3850.0
5001600000iDXOHAA4,False,,00008283,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,IPP for business owner,Medium,"sent her info on accessing GBL website
And their questionnaire",True,2015-09-17T16:29:09.000+0000,False,False,005G0000002gy7yIAA,2015-09-17T16:29:04.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3850.0
5001600000iDXawAAG,False,,00008284,003G0000018f7TZIAY,001G000000urN37IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Dependent Life Claim,Medium,"Sept 10th- rec;d dependent lfie claim for the son of ID#17.  Part 1 was not signed by the Plan Admin.  Spoke with Brigitte Sabourin in the life claims area, she said to send the claim anyways, and have the client re-sign Part 1 of the form and forward the original when received.

Sept 23rd - rec'd signed Sect 1 and emailed to B. Sabourin in HO
Sept 24th- rec'd claim chq. Contacted Blake at L-F office and will be sending chq to his office by courier and he will cotnact client to deliver chq.",True,2015-09-24T16:44:59.000+0000,False,False,005G0000002gxytIAA,2015-09-17T16:39:28.000+0000,005G0000002gxytIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(819) 777-2882,(819) 664-2039,lf@groupemajor.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlNAAA0,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3850.0
5001600000iDjhwAAC,False,,00008297,003G0000029o9LcIAI,001G000001kmlZmIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000002gy2sIAA,2015-09-18T16:41:48.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 346-9268,,,,,,,,,,,,,,,,,0.0,,0011600001lUjheAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3849.0
5001600000iDjjEAAS,False,,00008298,003G0000029o9LcIAI,001G000001kmlZmIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 256835,Medium,"Demographic change: added three males;Life ave age changed from 35 to 33; LTD ave age changed from 46 to 30.

Claims experience: increased HC claims; PDD & DC claims stayed low.",True,2015-09-22T14:30:13.000+0000,False,False,005G0000002gy2sIAA,2015-09-18T16:42:56.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 346-9268,,,,,,,,,,,,,,,,,0.0,,0011600001lUjheAAC,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3849.0
5001600000iDlErAAK,False,,00008299,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Key man and benefit LI,Low,Contact via Val Flood only,True,2015-09-18T18:14:11.000+0000,False,False,005G0000002heHMIAY,2015-09-18T18:14:02.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3849.0
5001600000iDm6QAAS,False,,00008300,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 RENEWAL - A - George Sigurdson,Medium,"Demographics in their folder
POLICY# 229236

- average age +1 year, added 1 male
- great claims experience",True,2015-09-23T20:12:32.000+0000,False,False,005G0000002hWfaIAE,2015-09-18T19:04:26.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjFsAAK,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3849.0
5001600000iDm8zAAC,False,,00008301,003G000001IkV0aIAF,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 RENEWAL - B - Jim Buga,Medium,"Demographics in their folder
POLICY# 272901

- average age no change(life), +1 year(LTD), added 1 male
- great claims experience",True,2015-09-23T20:19:47.000+0000,False,False,005G0000002hWfaIAE,2015-09-18T19:05:54.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 725-4322,(204) 729-7072,jim.buga@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001l4YO1AAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3849.0
5001600000iDmB5AAK,False,,00008302,0030A0000029eABQAY,001G000000wjNrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 RENEWAL - C - Ken Nolin,Medium,"POLICY# 268767

Demographic change: same number of employees; Life ave age changed from 51 to 52; 

Claims experience: low claims for PDD, HC & DC; High VC claims",True,2015-10-02T15:39:12.000+0000,False,False,005G0000002hWfaIAE,2015-09-18T19:07:25.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)489-4640,,ken.nolin@igpwm.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001l4YOpAAM,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3849.0
5001600000iE1o1AAC,False,,00008303,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,A - Renewal - Richard Lochhead,Medium,"Policy #62496

- average age +1 year
- good claims experience",True,2015-10-05T19:06:02.000+0000,False,False,005G0000002gyHYIAY,2015-09-21T14:42:37.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YHpAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3846.0
5001600000iE1pTAAS,False,,00008304,0031600002XceWqAAJ,001G000000urN76IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,B - Renewal - Stephanie Wood,Medium,"Policy #293708

- no change on average age
- high health and drug claims
- good dental and vc claims",True,2015-09-23T20:44:41.000+0000,False,False,005G0000002gyHYIAY,2015-09-21T14:44:02.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)325-7203,,stephanie@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,001G000001dte73IAA,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3846.0
5001600000iE1rFAAS,False,,00008305,0030A0000029kKfQAI,001G000000wjNroIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,C - Renewal - Brian Callum,Medium,"Policy #272966

Demographic change: Lost 1 male and 1 female. Only two employees currently. Life ave age stayed at 51. LTD ave age changed from 51 to 50.

Claims experience: improved HC & VC claims; High DC claims.",True,2015-10-02T16:00:50.000+0000,False,False,005G0000002gyHYIAY,2015-09-21T14:45:09.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)489-4640,,brian.callum@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,0011600001l4YSgAAM,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3846.0
5001600000iE5FUAA0,False,,00008306,003G000001lDsn1IAC,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 RENEWAL - Harley McCormick,Medium,"Demographics in their folder
POLICY# 293815

- lost 7 male employees
- average age +4 years
- slightly over TLR on drugs, all other claims experience good.
- first year renewal modifier",True,2015-09-23T20:52:30.000+0000,False,False,005G0000002hWfaIAE,2015-09-21T16:29:58.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 748-2300,(204) 851-6104,hmccormick@guildinsurance.ca,(204) 748-2340,,,,,,,,,,,,,,0.0,,001G000001fUtyXIAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3846.0
5001600000ihDY2AAM,False,,00008393,003G0000018f6U6IAI,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Life Claim Payment,Medium,"Mr. M deceased on Sept. 28/15, there are no Life due to age limitation.
There is a spouse, HO has requested proof of death for survivor benefit.
Tom is aware, providing proof of death copy and will deliver survivor benefit.
This was discussed with Lynn on Oct. 7/15
Proof of Death sent to HO  on Oct. 7/15
Survivor card sent to Tom on Oct. 22/15    
                                   
Group Name         INFORMETRICA LIMITED  

Certificate: #SS00000000X

Surviving Spouse: C D 

Please be advised the survivor benefits for the (Healthcare and Dental 
Effective (28 SEPT 2015) under identification SS0000000x

This coverage will terminate 28 Sept 2017, or earlier, for dependents who cease to qualify under the definition of dependents in the contract.",True,2015-10-07T20:05:07.000+0000,False,False,005G0000002gy4AIAQ,2015-10-07T15:43:56.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)355-5596,,tom@tmacleodfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUKAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3830.0
5001600000ihEBrAAM,False,,00008394,003G0000021VKc7IAG,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,ProStation and ETF,Medium,"He couldn't find ETF within ProStation but I easily did by using the alphabet index = I for iShares

Also by typing in a security symbol",True,2015-10-07T16:20:53.000+0000,False,False,005G0000002gy7yIAA,2015-10-07T16:20:46.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,(416) 414-6586,devon.stutz@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3830.0
5001600000ihEFeAAM,False,,00008395,003G000001UQSLuIAP,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Commingling a 2nd LIRA with Clients other existing LIRA,Medium,"Only if the pension legislation is the same.  The 2nd LIRA is not descriptive as to the legislation that goversn it

Call the Company and ask
Or do both a Sub Deposit form and a new application and write a cover memo asking IRIS to deposit the cheque to the existing account if the plans can be commingled.  Otherwise to the new account",True,2015-11-01T16:48:33.000+0000,False,False,005G0000002gy7yIAA,2015-10-07T16:23:39.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(416)797-9316,(416) 797-9316,frank@bluespringfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3830.0
5001600000ihHQeAAM,False,,00008396,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General estate planning,Low,,True,2015-10-07T18:25:47.000+0000,False,False,005G0000002heHMIAY,2015-10-07T18:25:40.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3830.0
5001600000ihHVZAA2,False,,00008397,003G0000029n0RIIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General estate planning,Low,Kullar - bottle depot owners,True,2015-10-07T18:30:08.000+0000,False,False,005G0000002heHMIAY,2015-10-07T18:29:59.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403) 261-4690 x423,(403) 973-0769,craig.brown@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3830.0
5001600000ihKgQAAU,False,,00008398,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to employee by corporation,Low,,True,2015-10-07T22:18:28.000+0000,False,False,005G0000002heHMIAY,2015-10-07T22:18:19.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,Marketing Piece,0.0,0.0,0.0,,False,3830.0
5001600000ihOWEAA2,False,,00008399,003G0000018f7TQIAY,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia Request,Medium,Oct 8th 2015:  Requested ex-gratia in the amount of $511.69.  The spouse of a plan member was added as a late applicant adn claims were incurred prior to benefits put in place.,True,2015-10-08T15:36:20.000+0000,False,False,005G0000002gxymIAA,2015-10-08T15:36:10.000+0000,005G0000002gxymIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)226-1964,ext 371,anoseworthy@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlooAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3829.0
5001600000ihOpaAAE,False,,00008400,003G000001JbGP6IAN,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Investment loan and my thoughts on current market,Medium,"We discussed various aspects to how the TSX is considered ""fairly valued"" or ""over-valued""

Referred to 50 year history of the market on Andex",True,2015-10-08T15:56:33.000+0000,False,False,005G0000002gy7yIAA,2015-10-08T15:56:27.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905) 276-1177 x586,,kirk.heaslip@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3829.0
5001600000ihUNbAAM,False,,00008401,003G000001PM0CKIA1,001G000000wjcJDIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,"Completed - Open Enrolment Effective Dec 1, 2015",Medium,"Dec 1, 2015 - three employees added as per one time open enrolment.



Identified a number of late applicants during EE refresher session. Caused by teacher contract year not falling within our enrolment parameters. Looking at doing a one time open enrolment to get all teachers on the policy and prevent late applicants thereafter.

Open enrolment approved for Dec 1/15 - Sabrina M

Oct 27th - received copies of the EE apps. Originals to follow.

Nov 20th - appears that originals were lost in the mail. emailed Sabrina for an exception to use copies while the EE's resign.",True,2015-12-07T22:40:56.000+0000,False,False,005G0000002gyDHIAY,2015-10-08T22:25:42.000+0000,005G0000002gyDHIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(778) 888-3502,,gursh26@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001l5sgoAAA,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3829.0
5001600000ihXExAAM,False,,00008402,003G000001aRuxJIAS,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Brewers retail RPP and yet the Employee left years ago,High,"Scott assumed the statement identifying the money as RPP was a LIRA?

No -not yet.  The money still resides within the RPP and therefore a T2151 is used to move it into a LIRA (he thought it required a TARI which is wrong)

Also, not likely just a 2151 as the Pension Company likely requires some additional sign off to move the money out (an election form; a locking in endorsement)

I told him the 2151 must be signed in Home Office who will sign the 2151 section of the Locked-in Endorsement, or also send our own version but that Brewers Retail may also require some Company documentation to be signed as well.

Contact Brewers Retail to see if they have documentation they can provide for client signature and then send this back along with T2151 to them to release the funds to our control",True,2015-10-09T14:28:46.000+0000,False,False,005G0000002gy7yIAA,2015-10-09T14:28:41.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905) 276-1177 x494,(647) 296-5500,scott.mcmaster@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3828.0
5001600000iyPr7AAE,False,,00008307,003G000001D4k10IAB,001G000000xNzTgIAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,"Michel Dancause, ILD, retour au travail temps plein 21 sept 2015",Medium,,True,2015-09-22T15:22:30.000+0000,False,False,005G0000002gxzsIAA,2015-09-22T15:22:17.000+0000,005G0000002gxzsIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(450) 650-2151,,m.vaillancourt@provieassurances.com,,,,,,,,,,,,,,,0.0,,0011600001lUeDXAA0,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3845.0
5001600000iyYJfAAM,False,,00008308,003G0000018f7U3IAI,001G000000urN36IAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,MF Dealer repatriation,Medium,"On going for two years now.
Debbie Meannie now involved with the critical path review
We are now entering year 3 of our efforts
Graeme was not pleased with the rollover of his SL GRS business to us last year, so things are on hold until GKAP decides our next steps",False,,False,False,005G0000002gy8WIAQ,2015-09-23T09:18:23.000+0000,005G0000002gy8WIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613) 599-6100 x 223,,gbaird@grbairdfin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8WIAQ,,,,,,Presentation,0.0,0.0,0.0,,False,3844.0
5001600000iyZytAAE,False,,00008309,003G000001IkVIRIA3,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-23T13:57:26.000+0000,005G0000003Vsi7IAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 480-5947,(204) 295-9343,steve.mansbridge@hubinternational.com,,,,,,,,,,,,,,,0.0,,0011600001lUjkXAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3844.0
5001600000iycs0AAA,False,,00008310,003G0000018f6hRIAQ,001G000000urMw8IAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,Email,,Sherman Carter/Kim Guyette-Carter,Low,Sherman has passed away with 170+/- shares in his name.  We are assisting Kim to transfer the shares in her name then thereafter deposit to Qtrade for liquidation and then on to Quadrus,False,,False,False,00516000005kGYaAAM,2015-09-23T16:29:43.000+0000,00516000005kGYaAAM,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000005kGYaAAM,,,,,,,0.0,0.0,0.0,,False,3844.0
5001600000iyf8FAAQ,False,,00008311,0030A0000029brnQAA,001G000000vkelAIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,2015 Renewal - 221183,Medium,"Demographic change: 2 employees only. No employee change. Life & LTD ave age changed from 41 to 42.

Claims experience: no claims",True,2015-09-23T19:17:21.000+0000,False,False,005G0000002gy2sIAA,2015-09-23T18:30:55.000+0000,005G0000002gy1mIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(807)274-7115,,susan.bodnarchuk@optimize.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjIMAA0,0.0,False,,,,,,005G0000002gy2sIAA,,,,,,,0.0,0.0,0.0,,False,3844.0
5001600000iyheXAAQ,False,,00008312,003G0000018f7xgIAA,001G000000urN82IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-23T21:01:00.000+0000,005G0000003Vsi7IAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)515-4001,(204) 229-7464,rick@bayviewfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjHFAA0,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3844.0
5001600000iyleBAAQ,False,,00008313,003G0000018f6X9IAI,001G000000urMvtIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-24T13:55:55.000+0000,005G0000003Vsi7IAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)346-1406,(204) 371-0804,paul.craft@paulcraftfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUblEAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3843.0
5001600000iynQaAAI,False,,00008314,003G0000018f7OCIAY,0015o000008CydLAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-24T15:37:16.000+0000,005G0000003Vsi7IAC,2024-01-23T15:12:54.000+0000,0055o0000019VX9AAM,2024-01-23T15:12:54.000+0000,(204)808-8096X303,(204) 952-1512,lei.ren@harmonyfs.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcvPAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3843.0
5001600000iynpaAAA,False,,00008315,003G0000018f6c0IAA,001G000000urMouIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-24T16:00:19.000+0000,005G0000003Vsi7IAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)955-7777,(204) 955-7777,dan.hutton@protectyournet.ca,,,,,,,,,,,,,,,0.0,,0011600001lUbisAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3843.0
5001600000iynuRAAQ,False,,00008316,003G000001IkVIRIA3,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-09-24T16:06:19.000+0000,005G0000003Vsi7IAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 480-5947,(204) 295-9343,steve.mansbridge@hubinternational.com,,,,,,,,,,,,,,,0.0,,0011600001lUeguAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3843.0
5001600000iyvZoAAI,False,,00008329,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#277224 - September 25th, 2015 - Ex-Gratia Request",Medium,"Sept 25th, 2015 - Katy requested a $242 exgratia for declined Dental claims for a plan member whose dentist is taking numerous x-rays and services beyond the lmitations of the plan. Mg.",True,2015-09-25T12:48:01.000+0000,False,False,005G0000002gxymIAA,2015-09-25T12:47:19.000+0000,005G0000002gxymIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpnAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3842.0
5001600000iz1uxAAA,False,,00008330,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#214554 - September 25th, 2015 - Ex-Gratia Request",Medium,"Sept 25, 2015 - Requesting ex-gratia in th amount of $184.00 which represents the outstanding 10% of a Continuous Glucose Monitor that was not paid by Manulife.  We do not cover this machine, however David is requesting it be paid.",True,2015-09-25T19:47:42.000+0000,False,False,005G0000002gxymIAA,2015-09-25T19:47:33.000+0000,005G0000002gxymIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlp1AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3842.0
5001600000iz4CAAAY,False,,00008331,0031600002EU1m8AAD,001G000000urMsXIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,Jamie Johnson - advise on his wife's portfolio,Medium,"21 sep, Hi Emil,
Would it be possible to get your feedback/suggestions for following portfolio?

sep 25, Spoke, his wifes pfl, in discount broker, her brother is with wg but helping her, che also has $$ with advisor, will send me an update of positions, wants to know what will be good to sell eventually.",False,,False,False,005160000068bqBAAQ,2015-09-26T00:42:55.000+0000,005160000068bqBAAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(514)913-3671,(514) 913-3671,jamie@inspirefinancials.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,3842.0
5001600000izKUeAAM,False,,00008332,003G0000018f7AAIAY,001G000000urMtHIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,Phone,,Manulife Shares,High,SS followed up with Nick from a visit in July introducing Qtrade accom. program.  SS was just reaching out.  Nick may have opportunity.  He has a client with 1000 Manulife shares and the client is willing to consider holding them at Qtrade until the time is right to sell.  Excellent opportunity to demostrate the process to Nick.  SS determined that shares are at directly at Manulife.  SS to find out what documentation is required by Manulife to transfer the shares and get back to Nick,False,,False,False,00516000005kGYaAAM,2015-09-29T12:15:59.000+0000,00516000005kGYaAAM,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(902)742-3195,(902) 746-0655,nick@maritimewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000005kGYaAAM,,,,,,,0.0,0.0,0.0,,False,3838.0
5001600000izKcEAAU,False,,00008333,003G0000018f6cMIAQ,001G000000urMt7IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Qtrade Discount Account,Low,"Adam has a client who want to ""play"" with a couple of penny stocks and needs to open a brokerage account.  SS to show Adam where he can direct his client to in order to open a Qtrade Investor account",True,2015-09-29T12:37:14.000+0000,False,False,00516000005kGYaAAM,2015-09-29T12:24:04.000+0000,00516000005kGYaAAM,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,902-422-1631,,adam.healy@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000005kGYaAAM,,,,,,,1.0,0.0,0.0,,False,3838.0
5001600000izKoFAAU,False,,00008334,003G0000018f6T5IAI,001G000000urMt2IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Bell Aliant Share Certificate,Low,Andy has a client who has Bell Aliant shares and who were even aware that BCE had bought out the company.  Andy and the clients do not know what to do.  SS to dig into a resolution.,True,2015-09-29T12:43:43.000+0000,False,False,00516000005kGYaAAM,2015-09-29T12:40:12.000+0000,00516000005kGYaAAM,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(877)857-8727,(506) 227-7077,andy.marr@csfi.ca,(506)857-8747,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000005kGYaAAM,,,,,,,1.0,0.0,0.0,,False,3838.0
5001600000izOhIAAU,False,,00008335,003G0000018f6QjIAI,001G000000urMr2IAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,New Client Opportunity,Medium,Georgina brought me a new case opportunity for a prosepctive client.  She has a friend that currently has an RSP with TD Waterhouse.  She is not happy with both the performance as well as the lack of service.  The client has expressed she is not informed about how the portfolio was put together and isnt even sure what she owns. Georgina provided me with a copy of the clients statement.,False,,False,False,00516000006awUfAAI,2015-09-29T15:50:16.000+0000,00516000006awUfAAI,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,416-789-4527,,georgina.stavropoulos@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006awUfAAI,,,,,,Presentation,0.0,0.0,0.0,,False,3838.0
5001600000izZeHAAU,False,,00008348,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,2 Freedom fund RRIF to new seg RRIF,Medium,"Wasn't sure of hte process/ apps / setting minimums, etc.",True,2015-09-30T14:23:01.000+0000,False,False,005G0000002gy7yIAA,2015-09-30T14:22:56.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3837.0
5001600000izZg3AAE,False,,00008349,003G0000018f6zuIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Using Income Allocation software so it recommends annuities to cover basic expenses,Medium,Client about to retire and concerned about income.  Ravi wants to support an annuity discussion with the software showing how much it recommends,True,2015-09-30T14:24:26.000+0000,False,False,005G0000002gy7yIAA,2015-09-30T14:24:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905)276-1177,(905) 617-2032,ravimadan54@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3837.0
5001600000izdI0AAI,False,,00008350,003G0000018f7ItIAI,001G000000urMvlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Processing 1st HBP withdrawal from RRSP,Medium,"HBP withdrawal form
Redemption form (QGOF or LL)
Send to IRIS.   Freedom withdrawal is complex so add a complex cover sheet.  Quadrus and LL are not complex

Investment centre dropdown - choose HBP so the withdrawal is not de-registered",True,2015-09-30T15:42:15.000+0000,False,False,005G0000002gy7yIAA,2015-09-30T15:42:11.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905)276-1177,(416) 347-3728,rharoutunian@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3837.0
5001600000izeRSAAY,False,,00008351,003G0000018f7TKIAY,001G000000urN3IIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Payment with no valid beneficiary,Medium,"2 months of producing documentation for Rodney Pittman's estate due to the employee's beneficiary had a deceased parent as the beneficiary.  The living parent completed the paperwork.
Life Payment sent to the attention Carol Easy for delivery on Sept. 30/15",True,2015-09-30T16:46:47.000+0000,False,False,005G0000002gy4AIAQ,2015-09-30T16:46:37.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,,,,0.0,,0011600001lUf7JAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3837.0
5001600000izef5AAA,False,,00008352,003G0000018f6iSIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Life Payment,Medium,"Life payment for Dali Bajwa paid to K Bajwa.
Payment arrived on Sept. 30/15 and mailed to advisor.
Survivor benefit card sent to Baljinder on Oct.22/15
Policy:  277042                                     
     
Group Name          ACCU ELECTRIC MOTORS INC

Certificate: #SS00000000x 

Surviving Spouse: K B

Please be advised the survivor benefits for the (Healthcare and Dental care benefits) have now been set up on the BEN system
Effective (29 JULY 2015) under identification SS00000001

This coverage will terminate   29 JULY  2017, or earlier, for dependents who cease to qualify under the definition of dependents in the contract.",True,2015-09-30T17:00:15.000+0000,False,False,005G0000002gy4AIAQ,2015-09-30T17:00:06.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)748-3455,(416) 843-7446,baljinder.gill@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001lUc46AAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3837.0
5001600000izh6IAAQ,False,,00008353,003G0000018f6pVIAQ,0015o000008CytHAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Annual review,Medium,Advisor needs us to help him out with an annual review for his client. Needs to rebalance the portfolio,True,2015-11-11T16:11:06.000+0000,False,False,005G0000002gy8MIAQ,2015-09-30T19:16:39.000+0000,005G0000002gy8MIAQ,2024-08-08T19:07:08.000+0000,0055o0000019VX9AAM,2024-08-08T19:07:09.000+0000,(418)564-7169,(418) 564-7169,bernard.morin@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,1.0,0.0,0.0,,False,3837.0
5001600000izn87AAA,False,,00008354,003G0000018f71sIAA,001G000000urMqrIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,D Series sold entirely within LSC option - does it trigger redemption fees?,Medium,"No.  

The distribution doesn't trigger the fee.  However, ad hoc withdrawals above the distribution may trigger the LSC fee",True,2015-10-01T15:05:56.000+0000,False,False,005G0000002gy7yIAA,2015-10-01T15:05:39.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905)277-1234,(647) 222-1404,trideout@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,Analysis Document,0.0,0.0,0.0,,False,3836.0
5001600000izoDQAAY,False,,00008355,003G0000018f7xTIAQ,001G000000urN7kIAE,,,,,,,,In Progress,,Phone,,Bryan Tinling,High,"Followed up with Charlie on their dealer transfer.  Bryan now IIROC registered at ACPI.  Told they are moving clients from Charlie there.  Sent email to Melissa Dodge and Colin seeking next steps.

also found out they sold their bldg. on Main.  moved to 906-363 Broadway.  Charlie said they will be working with Doug Warkentin.

Sent email to Day, Devine, and Mel re follow up on whether Bryan could have broker contract.  Still waiting for answer from Legal but suggested getting a consensus among our own team.",False,,False,False,00516000006aFUzAAM,2015-10-01T16:10:46.000+0000,00516000006aFUzAAM,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,(204) 226-2027,tinlingfinancial@mymts.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFUzAAM,,,,,,,0.0,0.0,0.0,,False,3836.0
5001600000izpOPAAY,False,,00008356,003G0000018f6sZIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Key man LI,Medium,"Clients' land development project is in embryonic stage, and LI queries are premature.  Advisor will stay in touch with client.",True,2015-10-01T17:24:26.000+0000,False,False,005G0000002heHMIAY,2015-10-01T17:24:19.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403) 261-4690 x302,,paul.kelly@freedom55financial.com,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3836.0
5001600000izpRdAAI,False,,00008357,003G000001cQtf5IAC,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Buy sell insurance,Low,Oilfield instrumentation distribution business.  Advisor in early stage of probing client needs;  advisor will gather information and seek further advice as necessary.  - 2015 09 30 MT,True,2015-10-01T17:26:51.000+0000,False,False,005G0000002heHMIAY,2015-10-01T17:26:44.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403) 261-4690 x669,,david.miller@freedom55financial.com,(403) 780-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3836.0
5001600000izs65AAA,False,,00008358,003G000001bfYVhIAM,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Low,,True,2015-10-01T20:13:10.000+0000,False,False,005G0000002heHMIAY,2015-10-01T20:11:09.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403)862-4823,(403) 862-4823,joe.schaab@familiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3836.0
5001600000izvrmAAA,False,,00008371,003G0000018f7x6IAA,001G000000urN78IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,"October 1, 2015 Renewal",Medium,Case not made. Attached is renewal negociation,True,2015-10-02T14:10:10.000+0000,False,False,005G0000002h840IAA,2015-10-02T14:10:03.000+0000,005G0000002h840IAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)509-2987,,scott@intentplanning.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YG2AAM,0.0,False,,,,,,005G0000002h840IAA,,,,,,,0.0,0.0,0.0,,False,3835.0
5001600000izzTVAAY,False,,00008384,003G0000018f6X7IAI,0015o000008Cyf8AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Plett Trucking,Medium,"client was offered to sell business, looking into options - no insurance opportunity but he does have insurance with Gord.",True,2016-10-28T21:02:54.000+0000,False,False,005G0000002gy9ZIAQ,2015-10-02T18:10:30.000+0000,00516000006ZxqkAAC,2024-10-10T15:00:37.000+0000,0055o0000019VX9AAM,2024-10-10T15:00:38.000+0000,(204)777-6699,(204) 795-2030,gord@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,3835.0
5001600000j021AAAQ,False,,00008385,003G0000018f6bxIAA,001G000000urMoxIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-10-02T20:58:50.000+0000,005G0000003Vsi7IAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)488-2038X1,(204) 981-0556,gerry@hodsonfinancialinc.com,,,,,,,,,,,,,,,0.0,,0011600001lUbibAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3835.0
5001600000j02l8AAA,False,,00008386,003G0000018f7xOIAQ,001G000000urN7sIAE,,,,,,,,In Progress,,In Person,,life conversion,Medium,"""sold"" conversion to client which included ADO to get to 10 payments.  Didn't realize UW was required.  Looking for exception if possible.   Got current status of the case emailed to me and did some analysis to position request for exception.",False,,False,False,00516000006aFUzAAM,2015-10-02T22:14:54.000+0000,00516000006aFUzAAM,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)946-8112,(204) 771-7773,simon@simonhiebert.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFUzAAM,,,,,,,0.0,0.0,0.0,,False,3835.0
5001600000j0Bc7AAE,False,,00008387,003G0000018f70RIAQ,001G000000urNAaIAM,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Phone,,Ginette and Martin Depres,Medium,"Franck sent me the personal statements for those advisor. huge losses with penny stocks and asked my oppinion.

oct. 5, spokke with Ginette. told her that could not find fundamental analysis reports, but based on TA, it is not the time to sell the stocks that are still trading. for ORT.to, PEA.V, and PUM.V it is actually and probably a good time to add if that correcsponds to their plans. told her that will follow the stocks and keep in touch.",False,,False,False,005160000068bqBAAQ,2015-10-05T15:51:41.000+0000,005160000068bqBAAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(418) 248-2225,,ginette@adespres.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,Analysis Document,2.0,0.0,0.0,,False,3832.0
5001600000j0CbZAAU,False,,00008388,003G0000018f6YLIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Freedom Fund LIF unlocking not done properly,Medium,"Clients 8 funds in old Freedom LIF was being unlocked to old Freedom RRIF but the source of funds for the withdrawal wasn't done properly

Rosalba even discussed this with IRIS prior to the funds being withdrawn.  Wanted 5 funds only but withdrawals occured from all 9 funds in the portfolio.  Form only indicated 5 funds as well

Wants to  talk to a senior person on Income Team.",True,2015-10-05T16:08:36.000+0000,False,False,005G0000002gy7yIAA,2015-10-05T16:08:27.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3832.0
5001600000j0EeNAAU,False,,00008389,003G0000018f6hpIAA,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to Holdco,Low,,True,2015-10-05T17:55:29.000+0000,False,False,005G0000002heHMIAY,2015-10-05T17:55:18.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,403-329-6220,,tyler@coxfinancialgroup.ca,(403) 320-7720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,Marketing Piece,0.0,0.0,0.0,,False,3832.0
5001600000j0NRgAAM,False,,00008390,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,,In Progress,,Phone,,Exec Club and HNW project,Medium,"follow up to register.  He will attend Exec Club.

discussed market timing issue of fund movement.  Told him we may have solution and good question for group in Toronto.

Also expressed concern over how long it takes to make switches on the new platform.  Takes hours and the paperwork on PS2 is very excessive.",False,,False,False,00516000006aFUzAAM,2015-10-06T14:48:33.000+0000,00516000006aFUzAAM,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFUzAAM,,,,,,,0.0,0.0,0.0,,False,3831.0
5001600000j0QDdAAM,False,,00008391,003G0000018f7OCIAY,0015o000008CydLAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-10-06T17:25:41.000+0000,005G0000003Vsi7IAC,2024-01-23T15:12:54.000+0000,0055o0000019VX9AAM,2024-01-23T15:12:54.000+0000,(204)808-8096X303,(204) 952-1512,lei.ren@harmonyfs.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcvUAAS,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3831.0
5001600000j0QlLAAU,False,,00008392,003G0000018f7xPIAQ,0015o000008CydRAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-10-06T17:59:10.000+0000,005G0000003Vsi7IAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)594-2211,,gs@rlfadvisory.com,,,,,,,,,,,,,,,0.0,,0011600001lUcw8AAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3831.0
5001600000jmjEyAAI,False,,00008403,003G0000018f6X9IAI,001G000000urMvtIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-10-09T18:22:23.000+0000,005G0000003Vsi7IAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)346-1406,(204) 371-0804,paul.craft@paulcraftfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUbksAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3828.0
5001600000jmk2KAAQ,False,,00008404,003G0000018f6X7IAI,0015o000008Cyf8AAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Renewal 2015,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-10-09T19:15:22.000+0000,005G0000003Vsi7IAC,2024-10-10T15:00:37.000+0000,0055o0000019VX9AAM,2024-10-10T15:00:38.000+0000,(204)777-6699,(204) 795-2030,gord@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000000yYUDgIAO,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3828.0
5001600000jn1mPAAQ,False,,00008405,003G0000018f6VtIAI,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Miceli,Medium,Luigi has a client that potentially could move over her investment account.  It is currently with CIBC in a managed portfolio product.  The client wishes to have more contact with their advisor and as such Luigi can provide this.  The sales consultant (Dean) provided Luigi with meeting material including porfolio comparisons of the clients current product as well as some segregated fund strategies offered by London Life.,False,,False,False,00516000006awUfAAI,2015-10-13T15:25:32.000+0000,00516000006awUfAAI,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(416)938-6667,,luigi@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006awUfAAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,3824.0
5001600000jn34tAAA,False,,00008406,003G0000019mUXqIAM,001G000000urMoXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,LI for elderly couple,Medium,All contact via Kelly Ganter,True,2015-10-13T16:30:15.000+0000,False,False,005G0000002heHMIAY,2015-10-13T16:30:06.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(780)975-7566,(780) 975-7566,canderson@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3824.0
5001600000jn3giAAA,False,,00008407,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate owned LI and divorce,Low,,True,2015-10-13T16:39:56.000+0000,False,False,005G0000002heHMIAY,2015-10-13T16:39:05.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3824.0
5001600000jn6CgAAI,False,,00008408,003G0000018f6iFIAQ,001G000000urMslIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,CSB's,Medium,"SS called Shirely Cook to response to a recent email.  Shirley has a client who has inherited CSB's which are expired.  SS indicated Qtrade might be able to accomodate however it may be best have the client take a copy of the will, death cert. and the CSB's to a bank who could give the client the cash as the CSB's have already matured.",True,2015-10-13T18:03:28.000+0000,False,False,00516000005kGYaAAM,2015-10-13T18:03:05.000+0000,00516000005kGYaAAM,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(709)722-7861,,shirley_cook@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000005kGYaAAM,,,701G0000000yf19IAA,,,,0.0,0.0,0.0,,False,3824.0
5001600000jnbSvAAI,False,,00008421,003G0000018f82JIAQ,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia Request,Medium,"Oct 15th, 2015:  Ex-gratia request for claims totalling over $1200 plus two out of country claims ($202US and $47 Euro).  All claims over the 15 month claims submission. Mg.",True,2015-10-15T18:21:18.000+0000,False,False,005G0000002gxymIAA,2015-10-15T18:20:55.000+0000,005G0000002gxymIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613) 760-2943,,jgardner@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNoAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3822.0
5001600000jniD9AAI,False,,00008422,003G000001D4kSfIAJ,001G000000vkcebIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,In Person,,Health /Dental Waiver Acceptance,Medium,"Member wanted to waive using ODSP, HO placed her with family coverage.
One-time exception was made to accept ODSP as wavier information.
Informed the clients on Oct. 16/15 along with advisor.",True,2015-10-16T13:00:42.000+0000,False,False,005G0000002gy4AIAQ,2015-10-16T13:00:32.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613) 432-4121,(613) 639-3139,jim.millar@sunlife.com,(613) 432-1679,,,,,,,,,,,,,,0.0,,0011600001q28o4AAA,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3821.0
5001600000jniloAAA,False,,00008423,003G0000018f6jZIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,LTD Claim,Medium,"Spoke with Jenny regarding an LTD claim that has been declined due to the fact that the ee wasn't working min # of hours per week (20). She worked at a nursing home, so some weeks it was 40 and others not as much, on average it would be 20 hours per week.
Called DMSO and spoke with Karen M. she advised that an employee has to be consistently at work once they are eligible for benefits.
Let the advisor know this information and she now is looking to find out how to appeal the date of disability. According to DMSO it is being looked at. DMSO advised that if they want to go back prior to 2013 to submit any medical notes (chart files) reports etc. This was told to the advisor via phone and email.",True,2015-10-16T14:51:04.000+0000,False,False,005G0000002gyAKIAY,2015-10-16T13:53:02.000+0000,005G0000002gyAKIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(902)363-3322,(902) 848-6583,jgoucherinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUlfFAAS,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3821.0
5001600000jnioEAAQ,False,,00008424,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Why do LIB fees increase every year.  How are they calculated,Medium,We went through a specific client file and our calc. agreed to the monthly fee debited,True,2015-10-16T13:55:57.000+0000,False,False,005G0000002gy7yIAA,2015-10-16T13:55:51.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3821.0
5001600000jnisGAAQ,False,,00008425,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Does an RSP to RRIF transfer ""in-tact"" earn Notional FYC or Recognition credit",Medium,"She did not DSC the RRIF as there was an in-force DSC in the RSP and teh client was Age 70

Notional FYC would result in New Advisor Bonus (1st 4 years)
Recognition credit would result in surpassing $1,000,000 in this campaign resulting in her attending a luncheon with other Reps who met their objective set with their Director

The office did not process Rec credit.  But does HO?

Directed to Diana McKenna to address notional FYC
Directed to Melody Kendall to address if recognition credit is earned
These people referred to me by Steve Singer",True,2015-10-16T14:00:14.000+0000,False,False,005G0000002gy7yIAA,2015-10-16T14:00:08.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3821.0
5001600000jnivtAAA,False,,00008426,003G0000018f7xVIAQ,001G000000urN76IAE,,,,,,,,In Progress,,In Person,,Succession,High,"been working with Bill, Rhonda and Stephanie regarding succession for past few months.  Had call yesterday with National Bank.  Not ideal scenario but now clear on what is available.  

Have another idea I need to develop. Need to review investment peg and build a proposal to help move assets from Manu to GWL.  That should increase financing option through National Bank.",False,,False,False,00516000006aFUzAAM,2015-10-16T14:04:25.000+0000,00516000006aFUzAAM,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,(204) 745-8604,bill@bill.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006aFUzAAM,,,,,,,0.0,0.0,0.0,,False,3821.0
5001600000jnw8RAAQ,False,,00008427,0030A0000029gW9QAI,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Renewal - Ina Eng,Medium,Policy #251073,True,2015-10-16T20:58:47.000+0000,False,False,005G0000002gyHYIAY,2015-10-16T20:34:22.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)291-0860,,ina@ascendafinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjh0AAC,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3821.0
5001600000jnxCPAAY,False,,00008428,0030A0000029gW9QAI,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Renewal - Ina Eng,Medium,Policy #293423,True,2015-10-16T20:58:10.000+0000,False,False,005G0000002gyHYIAY,2015-10-16T20:56:27.000+0000,005G0000002gyHYIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)291-0860,,ina@ascendafinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001nWwEFAA0,0.0,False,,,,,,005G0000002gyHYIAY,,,,,,,0.0,0.0,0.0,,False,3821.0
5001600000joGVkAAM,False,,00008429,003G0000018f7gnIAA,001G000000urN90IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,M. Nolet,Medium,ee a pris ILD individuel en mars dernier et a indiqué sur quote que nous devions terminé la protection ild sur selectpac mais rien n'a été fait.  ho a accepté de faire excetion de plus de 4 mois.,True,2015-10-19T18:15:42.000+0000,False,False,005G0000002gxzsIAA,2015-10-19T18:15:23.000+0000,005G0000002gxzsIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(450) 633-9555 x302,(514) 979-6127,guy.belliveau@teska.ca,(450) 638-7755,,,,,,,,,,,,,,0.0,,0011600001lUjK0AAK,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3818.0
5001600000joVL6AAM,False,,00008442,003G0000018f82KIAQ,001G000000urN2qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Oct 2/15-Fraudulent Dental Claims submitted,High,"Oct 20/15- received letter from Fraud dept, re; employee submitting dental claims $approx. 2400, for himself and family. Advised Richard to contact Cord Master and advise them of this issue.",True,2015-10-20T16:17:03.000+0000,False,False,005G0000002gy4FIAQ,2015-10-20T16:16:50.000+0000,005G0000002gy4FIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,,(613) 851-6600,armstrong.richard61@gmail.com,,,,,,,,,,,,,,,0.0,,001G000001j26rSIAQ,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,1.0,0.0,0.0,,False,3817.0
5001600000joVRwAAM,False,,00008443,003G0000018f7TdIAI,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Drug Claims being adjucated at 80%, not 100%",Medium,"oct 20/15J - Jim D. advised drug prescrp.were being reimbursed at 80% not 100, %.   This was an internal computer issue, it has now been updated and fixed.",True,2015-10-20T16:23:29.000+0000,False,False,005G0000002gy4FIAQ,2015-10-20T16:23:21.000+0000,005G0000002gy4FIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613) 834-3268,,jdoolan1@rogers.com,,,,,,,,,,,,,,,0.0,,001G000001LA8FzIAL,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3817.0
5001600000joWfuAAE,False,,00008444,003G0000018f7mPIAQ,001G000000urN0wIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Single - Family Premium relief,High,"Approval on premium relief charged for ID # 22 from Nov 2011 - Dec 2012.  Total credit amount $2574.33.  Please refer to email sent to Maria Koropas on Oct 19/15. Received approval, see file.",True,2016-04-21T15:30:40.000+0000,False,False,005G0000004e3wfIAA,2015-10-20T17:33:51.000+0000,005G0000004e3wfIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(250)869-3822,(250) 870-4171,chris.nielsen@acera.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmDTAA0,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3817.0
5001600000joXAOAA2,False,,00008445,003G0000018f7yIIAQ,001G000000urN7lIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 Renewal,Medium,,False,,False,False,005G0000003Vsi7IAC,2015-10-20T17:42:47.000+0000,005G0000003Vsi7IAC,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204) 275-1300,(204) 791-0822,pcloutier7@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcwqAAC,0.0,False,,,,,,005G0000003Vsi7IAC,,,,,,,0.0,0.0,0.0,,False,3817.0
5001600000job1uAAA,False,,00008446,0030A0000029WNfQAM,001G000000vkmiCIAQ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-10-20T20:39:14.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)661-2149,,joeykong@bigfoot.com,(530)326-8476,,,,,,,,,,,,,,0.0,,0011600001lUjkHAAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3817.0
5001600000jodeQAAQ,False,,00008447,003G0000018f7TJIAY,001G000000urN2vIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Issues with Prescriptions,Medium,"Oct 21/15- July they implemented a drug card, the group was not positively enrolled, we got change forms with info but some people didn't put spouses/names, date of birth. They had to pay for the prescriptions and then they were reimbursed at the drug card cap.  We had a ex gratia done for approx. $8. .  Another employee submitted a claim online and put the wrong amount in the qty field ,  we have had this claim re-assessed .",True,2015-10-21T12:47:19.000+0000,False,False,005G0000002gy4FIAQ,2015-10-21T12:46:58.000+0000,005G0000002gy4FIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)543-3332,(613) 330-6889,bruddock@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,001G000001kmkTXIAY,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3816.0
5001600000jol4TAAQ,False,,00008448,003G0000018f7TqIAI,001G000000urN2pIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Group CI Claim,Medium,"TK CI Claim
In speaking with the CI claim coordinator, they spoke with Ms. Kelly last week.
On October 15/15, a letter was sent to her doctor requesting 2 year medical history information.
Feb. 29/16- Appeal still being reviewed/called Drug Services.",True,2016-02-29T15:10:13.000+0000,False,False,005G0000002gy4AIAQ,2015-10-21T17:54:45.000+0000,005G0000002gy4AIAQ,2020-10-22T17:13:04.000+0000,005G000000682LaIAI,2020-10-22T17:13:05.000+0000,(613)369-5505,(819) 230-6425,nanstis@fhpartners.ca,,,,,,,,,,,,,,,0.0,,0011600001vfalJAAQ,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3816.0
5001600000jon6CAAQ,False,,00008449,0030A0000029gOtQAI,001G000001DxgHpIAJ,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,2015 RENEWAL,Medium,,False,,False,False,005G0000002hWfaIAE,2015-10-21T19:13:08.000+0000,005G0000002hWfaIAE,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(204)949-6390,,yeungmatt@aol.com,(204)943-7180,,,,,,,,,,,,,,0.0,,0011600001lUjkPAAS,0.0,False,,,,,,005G0000002hWfaIAE,,,,,,,0.0,0.0,0.0,,False,3816.0
5001600000jopvMAAQ,False,,00008450,0031600002EUCd1AAH,001G000000urMrDIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,October 1st -- Case,Medium,"Executive Benefits Policy Sold to two executives for an existing client totalling $5,800  (this included the HSP allowance and Healthy Living allowance.",True,2016-02-04T19:01:26.000+0000,False,False,005G0000002gyAhIAI,2015-10-21T20:36:52.000+0000,005G0000002gyAhIAI,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(416)700-1715,(416) 700-1715,luciano.aquino@avenirwealthgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUfWSAA0,0.0,False,,,,,,005G0000002gyAhIAI,,,70116000000TOgDAAW,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,3816.0
5001600000joz4WAAQ,False,,00008451,003G0000018f7UUIAY,001G000000urN3WIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Plan Admin Training-Groupnet,Medium,"Oct 22/15- Met with Susan Menzies, new administrator , went through Admin guide, groupnet, employee benefits.  She has about 6 employees that she will be adding shortly.",True,2016-03-16T18:35:14.000+0000,False,False,005G0000002gy4FIAQ,2015-10-22T15:40:56.000+0000,005G0000002gy4FIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613) 226-9810,(613) 797-0290,gjanes@janesinsurancegroup.com,,,,,,,,,,,,,,,0.0,,001G000001WxJW0IAN,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3815.0
5001600000jp9lGAAQ,False,,00008452,003G0000018f7IbIAI,001G000000urMofIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Bossplus DI policy and the underwriter requested,Medium,Hi Nathan. I recently wrote a Bossplus DI policy and the underwriter requested information from the chiropractor. The chiro sent a bill to the client in error. I’m sure that bill should go to GWL but I’m looking for an address. Chris HB said you’d know.  Please advise.,True,2015-10-22T21:08:15.000+0000,False,False,00516000006b6C2AAI,2015-10-22T21:07:58.000+0000,00516000006b6C2AAI,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(306)980-5358,(306) 961-3268,tracy@feherfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006b6C2AAI,,,,,,,0.0,0.0,0.0,,False,3815.0
5001600000jpO5nAAE,False,,00008453,003G0000018f7P9IAI,001G000000urN9UIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,In Person,,Invalidite France Vallee,Medium,Invalidite de longue duree,True,2015-10-23T17:52:00.000+0000,False,False,005G0000002gxzsIAA,2015-10-23T17:51:45.000+0000,005G0000002gxzsIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(450) 638-0202,(514) 926-5059,jean@agirai.com,,,,,,,,,,,,,,,0.0,,0011600001lUcdzAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3814.0
5001600000jpPE2AAM,False,,00008454,0030A0000029oMIQAY,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Groupnet Training/Delivery,Medium,"oct 23/15- Did groupnet training/employee meeting today.
Everything went well.",True,2016-03-16T18:37:07.000+0000,False,False,005G0000002gy4FIAQ,2015-10-23T18:54:56.000+0000,005G0000002gy4FIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)851-2662,(613) 851-2662,richard.kluska@ipprivatewealth.com,(613)274-2992,,,,,,,,,,,,,,0.0,,0011600001qxbf5AAA,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3814.0
5001600000jpeLtAAI,False,,00008455,003G0000018f7hjIAA,001G000000urN8TIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,dominique invalidite de longue duree qui a debute le 2 septembre,Medium,,True,2015-10-26T14:00:29.000+0000,False,False,005G0000002gxzsIAA,2015-10-26T13:58:57.000+0000,005G0000002gxzsIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(514) 282-1112,,nlaniel@ldpi.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjKWAA0,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3811.0
5001600000jpkpQAAQ,False,,00008456,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Welcome Plan #168100 Div 430,Medium,"October 7th, 2015 - Welcome Plan",True,2015-10-26T18:48:25.000+0000,False,False,005G0000002gxymIAA,2015-10-26T18:48:17.000+0000,005G0000002gxymIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNVAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3811.0
5001600000jpwzkAAA,False,,00008457,003G0000018f7TRIAY,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Prior authorization for medication -  FAMPYRA,Medium,"Rec;de call form Advisor  regarding a pres drug that Plan member is taking that is a prior authorization medicattion.  She had assumed it would automatically be grandfathered as had been approved by previous carrier.   sent her the form to be completed by physician

Sept 22nd - rec'd completed form and sent to drug services
Sept 30th - advised that add'l info from dr reqd and form faxed to office
Oct 15th - add'l info recd and sent to drug services
oct 21st - advised that more info from dr req'd and form faxed as high priority
Oct 22nd - addl' info rec'd - confirmed that exception has been granted until Sept 2016.  At that time, a new request will have to be submitted

Notified advisor of approval and end-date. Advised her that new form should be submitted in Aug 2016 for review to ensure no lapse in coverage",True,2015-10-27T15:21:14.000+0000,False,False,005G0000002gxytIAA,2015-10-27T15:21:04.000+0000,005G0000002gxytIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(450) 562-7266,(613) 678-0158,jsouligny@dianeagagne.com,,,,,,,,,,,,,,,0.0,,0011600001phcGpAAI,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3810.0
5001600000jq0WiAAI,False,,00008458,0031600002C5IO7AAN,0011600001m0oiGAAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Ex-Gratia Request - RC Approved,Medium,"Oct 27th, 2015:  Plan member over-charged by the pharmacy for a drug (claim submitted $40.69, reimbursed at $10.91) - Requesting ex-gratia in the amount of $29.78.",True,2015-10-27T18:38:55.000+0000,False,False,005G0000002gxymIAA,2015-10-27T18:38:47.000+0000,005G0000002gxymIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613) 763-1491 x100,(613) 851-5566,hugh@procorpfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001oiLUHAA2,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3810.0
5001600000jqPhiAAE,False,,00008471,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Oct. 29/15-Severance,Medium,"Oct. 28/15 - Severance Request
Oct. 29/15 - Severance has been approved for DM (id x)

•	Extend STD and LTD from October 29 2015 to December 24 2015
•	Extend Life, Health, Dental and Contact from October 29 2015 to January 7 2016",True,2015-10-29T15:32:11.000+0000,False,False,005G0000002gy4AIAQ,2015-10-29T15:32:00.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUBAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3808.0
5001600000jqZ7LAAU,False,,00008472,003G000001UQSLuIAP,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,$15k RRIF client is considering cashing out. Any fees?,Medium,"Plan has no inforce DSC
But 15k redemption is subject to 30% w/h tax at source

When client files their tax return, there tax situation may still result in additional tax owing, of this credit may result in a tax refund.",True,2015-10-29T20:37:18.000+0000,False,False,005G0000002gy7yIAA,2015-10-29T20:37:12.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(416)797-9316,(416) 797-9316,frank@bluespringfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3808.0
5001600000jqZBSAA2,False,,00008473,003G0000018f792IAA,001G000000urMqcIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,options for paying up plan and/or reducing insurance,Low,client advised by investment advisors that she may be over-insured and wanted to review options.,True,2015-10-29T20:46:04.000+0000,False,False,005G0000002gy2wIAA,2015-10-29T20:42:34.000+0000,005G0000002gy2wIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905)276-1177,(905) 820-4256,keith.jansen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,3808.0
5001600000kb4aXAAQ,False,,00008498,0031600002ISTLRAA5,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Complex transferring from two institutions,Medium,Complex transferring from two institutions. Anthony was moving internal money from freedom funds as well as asked her own money the freedom funds had to be put in FEL but the X ternal money could be set up with the deferred sales charge,True,2015-11-01T16:58:17.000+0000,False,False,005G0000002gy7yIAA,2015-11-01T16:58:08.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905) 276-1177 ext.578,,anthony.agi@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3805.0
5001600000kbEt5AAE,False,,00008499,003G0000018f6XgIAI,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Reviews Wills and LI beneficiaries,Low,,True,2015-11-02T18:55:32.000+0000,False,False,005G0000002heHMIAY,2015-11-02T18:55:22.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403)329-6220,,geoff@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3804.0
5001600000kbRFqAAM,False,,00008501,003G000001Rve99IAB,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Survivor Benefit Claim,Medium,"Hi Dominique,

RE:  JN  
Surviving Spouse: JN

Please be advised survivor benefits for the health and dental benefits has now been set up on the BEN system effective July 30, 2015 under identification SS000000xx.
(The survivor benefits have also been set up on the BCE Emergis system.  The pharmacist will have to enter relationship code 01.)
The benefits continued are subjected to the same limitations and restrictions as the employee plan that was inforce. 

This coverage will terminate July 29, 2017 or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.

Please advise the client accordingly, should you have any questions or concerns please do not hesitate to contact me. 

I will let you know as soon as I receive the drug card.",True,2015-11-03T15:58:39.000+0000,False,False,005G0000002gy4AIAQ,2015-11-03T15:58:25.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613) 748-3455,(613) 406-5005,robert.kendall@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001nUQQWAA4,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3803.0
5001600000kbSTZAA2,False,,00008502,003G0000018f757IAA,0015o000008CyvvAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Feb. 9/15-Ex Gratia (past 15 months),Medium,"Hi,
I have contacted the member NB, she would like to appeal the psychotherapy services.

Apparently this provider is licensed not as an occupational therapy and the owner believes nothing was used under this benefit before.

I have to provided a full breakdown, as the member gave us three packages:
1.	2014 Submissions
2.	2013 Submissions (within 15 months)
3.	2013 Submissions (outside of 15 months)
I would appreciate the breakdown, in the same format, to respond to the client.

Regards,",True,2015-11-03T16:13:40.000+0000,False,False,005G0000002gy4AIAQ,2015-11-03T16:13:27.000+0000,005G0000002gy4AIAQ,2024-03-11T14:16:40.000+0000,0055o0000019VX9AAM,2024-03-11T14:16:41.000+0000,(613)741-5460,(613) 889-1477,todd@onelifewealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUc4VAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3803.0
5001600000kbSvTAAU,False,,00008503,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#286938 - March 1/15-Open Enrollment,Medium,"Good afternoon Adam,

This Open Enrollment has been approved effective March 1, 2015 for:

TM
CB
SH
LP
BH

Please submit the original applications along with a copy of this email and the Approved Open Enrollment Submission.  The policyholder should be advised the file will be marked and future requests for Open Enrollment will be declined",True,2015-11-03T16:19:47.000+0000,False,False,005G0000002gy4AIAQ,2015-11-03T16:19:40.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUlAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3803.0
5001600000kbUQOAA2,False,,00008504,003G0000018f6aIIAQ,001G000000urMryIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,March 15/12-Open Enrollment,Medium,"Hi T,
 
This open enrollment never proceeded in the summer, and I have been asked to re-look at it now.  I've attached the updated census.  I asked for reasons behind the delay, and was advised as follows:
 
Sandy just spoke with GU, reason for the delay in responding to the offer was; they had employees that left during the summer and no administrator for the plan to bring people on, but since they have  re-organized and are ready to sign as of January 1st 2012.  

 
Please let me know if we are still okay to proceed with the open enrollment.
 
Thanks T,",True,2015-11-03T17:21:30.000+0000,False,False,005G0000002gy4AIAQ,2015-11-03T17:21:20.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)744-1011,(613) 558-5580,sandy@trimaranadvisory.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTFAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3803.0
5001600000kbUvCAAU,False,,00008505,003G0000018f6jGIAQ,001G000000urMu1IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,July 19/13-Open Enrollment,Medium,"Hi J,

All is clear on the dependents.  The employee never signed a total waiver and none of the dependents were previously declined as late apps.

Given the fact this policy has been with GWL since 1995, there has been no arrears activity with this client, and favorable claims experience, we are prepared to add the dependents onto the plan as a “open enrollment” effective Dec 01/11.  This is the second open enrollment for this group.  Last chance.  All new employee’s and their eligible dependents must be added to the plan when they became eligible.

Please send the dependent information, along with a copy of this email to Selectpac Inforce for handling.

If you have any questions, please let me know.
Thanks,",True,2015-11-03T17:26:39.000+0000,False,False,005G0000002gy4AIAQ,2015-11-03T17:26:30.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)735-1500,(613) 585-1500,dave@theinsuranceman.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkTyAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3803.0
5001600000kbVnYAAU,False,,00008506,003G0000018f757IAA,0015o000008CyvvAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Jan. 29/13 Ex Gratia (Past 15 Months),Medium,"Hi D, claim was paid ex gratia today.  Here is a copy of the letter being sent out.

THIS IS TO INFORM YOU THAT WE HAVE ISSUED A PAYMENT IN THE AMOUNT OF $653.04 WHICH
REPRESENTS PAYMENT ON AN EXCEPTION BASIS FOR YOUR MEDICAL EXPENSES.

THESE EXPENSES WERE NOT ELIGIBLE FOR COVERAGE ON A CONTRACTUAL BASIS       
BECAUSE CLAIMS RECEIVED MORE THAN 15 MONTHS AFTER DATE OF SERVICE ARE NOT  
COVERED.                                                              

HOWEVER, COVERAGE HAS BEEN APPROVED ON AN EXCEPTION BASIS.                 
 
THIS PAYMENT IS NOT INTENDED TO ESTABLISH A PRECEDENT FOR THE PAYMENT OF   
SIMILAR CLAIMS IN THE FUTURE.                                             
                                                                     
IF YOU HAVE ANY QUESTIONS ABOUT THIS PAYMENT PLEASE DO NOT HESITATE TO     
CONTACT ONE OF OUR CUSTOMER RELATIONSHIP SPECIALISTS AT THE NUMBER SHOWN   
ABOVE.",True,2015-11-03T17:35:36.000+0000,False,False,005G0000002gy4AIAQ,2015-11-03T17:35:31.000+0000,005G0000002gy4AIAQ,2024-03-11T14:16:40.000+0000,0055o0000019VX9AAM,2024-03-11T14:16:41.000+0000,(613)741-5460,(613) 889-1477,todd@onelifewealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUc4VAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3803.0
5001600000kbac6AAA,False,,00008507,003G0000018f6V0IAI,001G000000urMseIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,PLACEMENT PIERRE BOURGOIS,Medium,"Client needs to withdraw assets - discussion with advisor and accountant on what would be the best place.
Has 104k in capital loses in corporation
Total need is 5835$/month - 1250$ from de trust and 4585$ from the corporation - did a withdraw from the trust for the TFAS od 25K",True,2015-11-09T17:10:57.000+0000,False,False,005G0000002gy8MIAQ,2015-11-03T22:31:37.000+0000,005G0000002gy8MIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,1.0,0.0,0.0,,False,3803.0
5001600000kbb8MAAQ,False,,00008508,003G0000018f6ZZIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and business,Low,,True,2015-11-03T23:30:16.000+0000,False,False,005G0000002heHMIAY,2015-11-03T23:30:06.000+0000,005G0000002heHMIAY,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3803.0
5001600000kbg0rAAA,False,,00008509,003G0000018f6raIAA,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,Seymour Avrith - a is Steven Dalfen,Medium,The a sent me an email to call him. he is working with the client on a seg funds proposal and the securities talk was raised by the client. he seemingly has a lot of money and looking to invest. 80 yrs old. so we will be meeting him tomorrow at his residence to determin what exactly the client is looking for.,False,,False,False,005160000068bqBAAQ,2015-11-04T16:49:36.000+0000,005160000068bqBAAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(514)235-5520,(514) 235-5520,steven.dalfen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,Presentation,1.0,0.0,0.0,,False,3802.0
5001600000kboDjAAI,False,,00008510,003G0000019moENIAY,001G000000urMunIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Possible Open Enrolment,Medium,"This group has had some major turnover in the plan admin side over the last two years. Therefore some employees have slipped through the cracks of being enrolled (when this job was rolling over from one to another). We have 6 employees that we are requesting an open enrollment for. I know we did one in 2012 but I’m wondering if HO would consider another one?  Sent email to H.O, i'm not waiting for birthdates from Carla.",True,2016-01-08T22:27:27.000+0000,False,False,005G0000002gyFsIAI,2015-11-04T20:50:44.000+0000,005G0000002gyFsIAI,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(250) 475-1108,,carla@clearwellbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgDiAAK,0.0,False,,,,,,005G0000002gyFsIAI,,,,,,,0.0,0.0,0.0,,False,3802.0
5001600000kbrV2AAI,False,,00008511,003G0000018f7L7IAI,001G000000urMsXIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,serge lamontagne for Luc Carignan and Christine Lafromboise,Medium,"nov 4, a called with this case last week. the client - luc was working with a discount brocker at rbc and has been doing it alone for the last 15 years. But he was diagnosed with a cancer and wants to keep his energy and time to fight it. so he is looking for an advisor.",False,,False,False,005160000068bqBAAQ,2015-11-05T04:56:32.000+0000,005160000068bqBAAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(450)435-1828,(514) 236-9793,slamontagne@premiereclassesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,Presentation,2.0,0.0,0.0,,False,3802.0
5001600000kbsLiAAI,False,,00008512,003G0000018f6xmIAA,001G000000urMsgIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,JALBERT,Medium,"Client was questionning his returns and capability of retirering.
He was saying that the results he was getting where no better than where he was before.

Composed a e-mail explaining current market situation in relation to his portfolio - suggested they do a full retirement plan
Sent Portfolio Insight to accompagny e-mail",True,2015-11-05T14:01:08.000+0000,False,False,005G0000002gy8MIAQ,2015-11-05T14:00:43.000+0000,005G0000002gy8MIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(418)955-3255,(418) 955-3255,nicolas@lefebvremccaffrey.com,,,,,,,,,,,National Bank,Other,,,0.0,,,0.0,False,National Bank,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,3801.0
5001600000kbsNZAAY,False,,00008513,003G0000018f6xmIAA,001G000000urMsgIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,9114,Low,"Client went to a Desjardins presenttaion for HNW clients
Was now questionning his portolio returns though he was negative
wanted to be reasured - indicated to advisor the client was not currently in HNW but had the potential suggested he send PWC brochure and corporate class brochure to remind the client of what he currently has and what type of service he could get if he brought more assets in.",True,2015-11-05T14:04:46.000+0000,False,False,005G0000002gy8MIAQ,2015-11-05T14:04:26.000+0000,005G0000002gy8MIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(418)955-3255,(418) 955-3255,nicolas@lefebvremccaffrey.com,,,,,,,,,,,Desjardins Private,Other,,,0.0,,,0.0,False,Desjardins Private,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,3801.0
5001600000kbtxsAAA,False,,00008514,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nov.25/14 Severance,Medium,"Severance
Please process

Cert #xx VMK  
Extend Life, STD, and LTD and Contact from November 11 2014 to Dec 16 2014
Extend Health and dental from November 11 2014 to  Feb 15 2015",True,2015-11-05T15:31:43.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T15:31:37.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUBAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbuZ3AAI,False,,00008515,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nov.7/14 Severance,Medium,"Severance
Please process

Cert #xx, RG

Please extend   LTD from November 11 2014 to November 25 2014
Please extend Life, Health and dental from November 11 2014 to December 2 2014",True,2015-11-05T15:37:18.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T15:37:14.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUCAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbuvnAAA,False,,00008516,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nov.5/14 Severance,Medium,"Selectpac member admin

Please process

Cert #xx KP
Extend Health and Dental from November 21 2014 to January 23 2015",True,2015-12-18T20:05:08.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T15:39:44.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUlxTAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbv4uAAA,False,,00008517,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Oct. 30/14-Severance,Medium,"Severance please process

Cert #xx TW      
Please extend

LTD and CI from October 20 2014 to November 3rd 2014

Life, Health, Dental and Contact from October 20 2014 to June 20 2015",True,2015-11-05T15:42:44.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T15:42:38.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,001G000000xNfG7IAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbvBlAAI,False,,00008518,003G0000018f6r5IAA,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Oct. 8/14-Severance,Medium,"Thanks Dominique  for confirming this important piece of info

Selectpac inforce
Please process

Please extend all benefits (Life, LTD, Health and Dental) for cert #xx MBS from October 6th 2014 to October 20 2014",True,2015-11-05T15:47:30.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T15:47:26.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)295-4141,(613) 295-4141,lauren@lcsfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUc5mAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbvH0AAI,False,,00008519,003G0000018f6fEIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Sep.26/14-Severance,Medium,"Employee name: GS
ID #: xx
We can extend Life, LTD, CI, Health and Dental from September 8th 2014 to October 31st 2014",True,2015-11-05T15:51:31.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T15:51:26.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTsAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbvLMAAY,False,,00008520,003G0000018f7I4IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Condo Board requires CDIC coverage for GIC,Medium,"We don't offer this coverage in mutual funds/segregated funds
In general, our company is not in the marketplace (actually or with competitive offerings) for 90 day deposits

You could go outside and contract with a firm that does offer GIC's which may be purchased via QISL but that doesn't count toward our sales objective",True,2015-11-05T15:55:28.000+0000,False,False,005G0000002gy7yIAA,2015-11-05T15:55:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(416)986-6710,(416) 986-6710,esther.turner@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbvLWAAY,False,,00008521,003G0000018f7UmIAI,0011600001lUkVdAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Aug. 11/14-Severance,Medium,"Selectpac inforce
Severance agreement

Cert #xx JN      
Extend Life and health from July 25 2014 to September 19 2014

Cert #xx JK     
Extend Life and health from July 15 2014 to September 9 2014",True,2015-11-05T15:55:38.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T15:55:30.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)563-1281,ext 31,jburns@david-burns.com,(613)563-0443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbvPOAAY,False,,00008522,003G0000018f7mxIAA,001G000000urN2uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,July 23/14-Severance,Medium,"Severance Agreement
Pls extend Health and Dental for the following 3 ee’s:
ID #xxx AB               July 4/14 to Aug 30/14
ID #xxx CR              July 4/14 to Aug 9/14
ID #xxx EG                  July 9/14 to  July 31/14",True,2015-11-05T15:59:17.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T15:59:05.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(613)727-0424,(613) 850-5749,accounting@bennettinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkF1AAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbvTfAAI,False,,00008523,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,May 1/14-Severance,Medium,"Selectpac inforce
Severance agreement

This is a change from the previous severance processed for this cert.
Please make the change

#277582  Cert #xx  PL
Please extend health and dental from May 9 2014 to July 31st 2014
All other benefits terminate May 9 2014",True,2015-11-05T16:03:25.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T16:03:20.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUBAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbvflAAA,False,,00008524,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,April 14/14-Severance,Medium,"Severance agreement

Please extend Health and dental for cert #xx PL from April 14 2014 to July 31 2014",True,2015-11-05T16:13:43.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T16:13:38.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUBAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbvzCAAQ,False,,00008525,003G0000018f6aPIAQ,001G000000urMqrIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Registered funds at RBC to buy an Annuity,High,,True,2015-11-05T16:31:09.000+0000,False,False,005G0000002gy7yIAA,2015-11-05T16:31:05.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905)277-1234,(905) 467-3090,peter.bekker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,70116000000TNAWAA4,,,,0.0,0.0,0.0,,False,3801.0
5001600000kbwAyAAI,False,,00008526,0030A0000029ZbYQAU,001G000000wjNrGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nov. 5/15-Severance,Medium,"Severance

Please process

Cert #xx BC
Extend Life from October 27 2015 to November 24 2015",True,2015-11-05T16:43:20.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T16:43:13.000+0000,005G0000002gy4AIAQ,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(514)822-4270,,eric.robichaud@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,0011600001lUc6bAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kc1QhAAI,False,,00008527,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,NOv.5/15- Severance,Medium,"Severance

Please process

Cert #xx DB
Extend Life and LTD from November 3rd to November 24th 2015",True,2015-11-05T20:56:46.000+0000,False,False,005G0000002gy4AIAQ,2015-11-05T20:56:41.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUlxNAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3801.0
5001600000kc1uDAAQ,False,,00008528,003G0000018f6YLIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,4 transfers will require HNW but some money in our Old Freedom funds,Medium,"The old Freedom funds can remain as is. 
the new incoming transfers (LIRA, Group RRSP, Spousal) will take the AUM over $500,000 so the money can't be deposited within the Freedom shelf. Has to be our new LL segs",True,2015-11-05T21:27:52.000+0000,False,False,005G0000002gy7yIAA,2015-11-05T21:27:42.000+0000,005G0000002gy7yIAA,2023-12-15T04:16:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:16:59.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0vIAA,,,,0.0,0.0,0.0,,False,3801.0
5001600000kc2fTAAQ,False,,00008529,003G0000018f6h0IAA,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,Email,,Arlene Kipling - Gordon Harrison,Medium,"beggining of october 15 the a sent me an email that in the past tried to transfer about 135k from wg to ll and it did not work, so wonted to see if we can use qtrade.",False,,False,False,005160000068bqBAAQ,2015-11-05T22:33:51.000+0000,005160000068bqBAAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(514)242-9648,(514) 242-9648,arlene@kiplingfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,3801.0
5001600000kc2h5AAA,False,,00008530,003G0000018f6feIAA,001G000000urMsGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Donald Lizotte,Medium,Client wants to revisit assest  - has taken out half of their assets because they where frustrated with the previous advisor,True,2015-12-01T20:42:21.000+0000,False,False,005G0000002gy8MIAQ,2015-11-05T22:37:16.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(514)334-7799X227,(514) 515-7507,robin@octantgp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Presentation,3.0,0.0,0.0,,False,3801.0
5001600000kc4xxAAA,False,,00008531,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Nov. 5/15-Dental Claim Appeal,Medium,"The review of the appeal for the dental sleep apnea device is complete.

It has been determined that is was processed correctly.  We will continue to decline this service as it is not a covered expense.  Attached you will find a letter regarding this product and why is isn’t covered.",True,2015-11-06T14:12:56.000+0000,False,False,005G0000002gy4AIAQ,2015-11-06T14:12:46.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUnAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3800.0
5001600000kc5PNAAY,False,,00008532,003G0000018f6fEIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Oct.16/14-Claim Overpayment,Medium,"Member kept the grant and the full GWL reimbursements.
Financial arrangements for refund was made between the member and GWL.
___________________________
The ADP grants are 1st payor and members are usually provided with a 6 month grace period to apply and receive this grant ($600 per quarter).

In the case of xx, the grant approval was already established but the date entered on our system was incorrect and then adjusted.
The grant of $600 was applied on to the second claim only and a noted file was created for future tracking but was not followed at our end.

The grant was initially confirmed, by xx, through a letter given to us but we do not know the length of the grant: 
•	We are assuming 24 months total is the length of the grant; this is not been confirmed just assumed
•	Since 2013, there has been 5 quarters; remainder 4 quarters ($2,400= $600 x 4 quarters)
•	Grants are usually sent directly to the member
•	We can’t confirm if the member knew how the programs works/COB
•	No communication has/have been provided by GWL to the member

This is a sensitive situation, as we do bare accountability and this is the company partner’s spouse.

I was lead to believe that the Ex Gratia would fit this situation but it was denied.

xx, we want to explore all options before disturbing this client.
Your feedback would be appreciated.



Hi x, we have discovered a $2400.00 overpayment on the above employee’s plan.  The overpayment occurred on diabetic expenses for xx as the ADP grants were never deducted.  Please confirm if we should be going back for the overpayment?  If you do not want us to go back for an overpayment, we may have to look at this as exgratia and a form will need to be completed and sent to M&DS for review.",True,2015-11-06T14:44:46.000+0000,False,False,005G0000002gy4AIAQ,2015-11-06T14:44:32.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTsAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3800.0
5001600000kc5VfAAI,False,,00008533,003G0000018f6dIIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Oct. 21/13-Ex Gratia Dental,Medium,"Medical and Dental Services has reviewed and approved the one-time ex-gratia payment request in the amount of $708.80 for xx dental claim from October 7, 2013.",True,2015-11-06T14:51:30.000+0000,False,False,005G0000002gy4AIAQ,2015-11-06T14:51:24.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,,,ken.wallace@londonlife.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTOAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3800.0
5001600000kcCmWAAU,False,,00008546,003G0000018f6TXIAY,001G000000urMnRIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Investment recommendation - RRSP to RRIF,Medium,"Client James Reid. 71 years. Moving from RRSP to RRIF. Currently in Core Balanced Growth Plus, Brian looking for recommendation to something more conservative and income focused.",False,,False,False,00516000006Zms6AAC,2015-11-06T23:48:16.000+0000,00516000006Zms6AAC,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)685-6521,,brian@vitalitywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006Zms6AAC,,,,,,,2.0,0.0,0.0,,False,3800.0
5001600000kcIGsAAM,False,,00008547,003G0000018f6xmIAA,001G000000urMsgIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,MORIN FRANCOIS,Low,Client is questionning the returns,True,2015-11-09T15:46:13.000+0000,False,False,005G0000002gy8MIAQ,2015-11-09T15:16:57.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(418)955-3255,(418) 955-3255,nicolas@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Presentation,2.0,0.0,0.0,,False,3797.0
5001600000kcIWWAA2,False,,00008548,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Deductibility of interest on policy loan for LI,Low,,True,2015-11-09T15:29:47.000+0000,False,False,005G0000002heHMIAY,2015-11-09T15:29:38.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3797.0
5001600000kcKXgAAM,False,,00008549,003G0000018f6V0IAI,001G000000urMseIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,FIDUCIE BOURGEOIS,Medium,"Client needs to withdraw 9000$ to pay chirldrens insurance premiuim
We will also need to rebalance the Trust and the corporate account.
Client also needs to either have a 4585$/month withdra or a 3 month coverage of the same amount.",True,2015-11-17T20:18:08.000+0000,False,False,005G0000002gy8MIAQ,2015-11-09T17:14:23.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,4.0,0.0,0.0,,False,3797.0
5001600000kcLrIAAU,False,,00008550,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Life Insurance and rumored tax rate changes,Low,,True,2016-04-26T15:44:33.000+0000,False,False,005G0000002heHMIAY,2015-11-09T18:24:25.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3797.0
5001600000kcQpqAAE,False,,00008551,003G0000018f74hIAA,001G000000urMnRIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Marcus Lau - Case/Possible HNW Opportunity,High,"Modi looking for a recommendation on the existing portfolio, approximately $1million in assets, largely in the RRSP. This case was originally done by Rob Gillings about 2 years prior. Clarke and I met with Modi today to get more information on her ask, investigate details on the client, and understand her timeframes. Semi-annual client review meeting this Friday. She wants both a recommendation on a portfolio rebalance with a more global tilt and slight consolidation of the number of funds. It may become an Opportunity, as about 1/2 million still at CIBC and Modi also plans to re-pitch on getting the rest of the business.",False,,False,False,00516000006Zms6AAC,2015-11-10T00:18:42.000+0000,00516000006Zms6AAC,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604) 685-6521 Ext 4323,(778) 862-9292,mliu@jflglobal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006Zms6AAC,,,,,,,2.0,0.0,0.0,,False,3797.0
5001600000kcT2fAAE,False,,00008552,003G0000018f7TKIAY,001G000000urN3IIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nov. 10/15 - Severance,Medium,"Severance

Cert #xx LP   
Please process

Please extend Life and contact from November 9 2015 to November 30 2015",True,2015-11-10T15:01:48.000+0000,False,False,005G0000002gy4AIAQ,2015-11-10T15:01:39.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,,,,0.0,,0011600001sDEjWAAW,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3796.0
5001600000kcTLcAAM,False,,00008553,0030A0000029f80QAA,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nov. 4/15 - DIN 3 Month Supply Exception,Medium,"Hi d

As requested a 3 month (100 day) supply exception has now been added for the DIN listed in the attachment.",True,2015-11-10T15:22:38.000+0000,False,False,005G0000002gy4AIAQ,2015-11-10T15:22:30.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(705)759-0220,,joel.lamarche@ig.ca,(705)759-0536,,,,,,,,,,,,,,0.0,,001G000001i0CIDIA2,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3796.0
5001600000kcTbzAAE,False,,00008554,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,I buy a seg fund (equity) that loses 10k then switch to a bond fund. Do I still get 10k DB protection?,Medium,"Yes,  DB protection is a function of deposits into the policy; not into a specific fund.  You don't lose the 10k DB protection if you change your fund mix.  If you buy an equity fund for $100 and it falls to 90; then switch into the bond fund at 90 and die with the bond fund = 91 you get $9 DB guarantee paid to you

In a non reg plan, the $9 is a capital loss, offset by the DB guarantee paid classified as a capital gain.  Zero net tax impact",True,2015-11-10T15:37:52.000+0000,False,False,005G0000002gy7yIAA,2015-11-10T15:37:41.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3796.0
5001600000kcU35AAE,False,,00008555,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI beneficiary and creditors,Low,,True,2015-11-10T16:03:52.000+0000,False,False,005G0000002heHMIAY,2015-11-10T16:03:40.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3796.0
5001600000kcVhQAAU,False,,00008556,003G0000018f7EoIAI,001G000000urMtdIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,GESTION SMB,Medium,Advisor is wondering if th eclient should have been rebalanced or what he should do since he is due for his annual review it's a HNW I worked on,True,2015-12-01T20:42:51.000+0000,False,False,005G0000002gy8MIAQ,2015-11-10T17:40:39.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(418)627-1717,(418) 271-2289,climerio.silva@milleniumgf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,3.0,0.0,0.0,,False,3796.0
5001600000kceRDAAY,False,,00008557,003G0000018f6ZWIAY,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Alain Bernier - Annual review,Medium,"Annual review for client + rebalancing of account
Has several questions will need to follow-up with accountant
Armand Bedard 581-307-7237",True,2016-01-21T00:01:45.000+0000,False,False,005G0000002gy8MIAQ,2015-11-11T15:18:52.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450)687-3971X522,(514) 239-5269,daniel.bernier@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,6.0,0.0,0.0,,False,3795.0
5001600000kcvRFAAY,False,,00008558,003G0000018f7OTIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Transfer LI from individual to corporation,Low,,True,2015-11-12T21:30:08.000+0000,False,False,005G0000002heHMIAY,2015-11-12T21:29:29.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3794.0
5001600000kcvSmAAI,False,,00008559,003G0000018f6XgIAI,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review Wills,Low,,True,2015-11-12T21:31:07.000+0000,False,False,005G0000002heHMIAY,2015-11-12T21:30:58.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)329-6220,,geoff@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3794.0
5001600000kcywjAAA,False,,00008560,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia requested,Medium,"Nov 13th, 2015 - Ex-gratia requested for a declined dental claim in the amount of $60.80.  The client modified the dental recall to once very 9 months and as a result this claim was declined for a plan member.  Leo asked for an ex-graita. Mg",True,2015-11-13T14:16:44.000+0000,False,False,005G0000002gxymIAA,2015-11-13T14:16:33.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUlNHAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,1.0,0.0,0.0,,False,3793.0
5001600000kd1FxAAI,False,,00008561,003G0000018f6jJIAQ,0015o000008Cyi6AAC,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,Phone,,Shappit - RRSP to RRIF,Medium,Setting up a RRIF for Jean Shappit and reviewing holdings with Anne,False,,False,False,005G0000004fJyUIAU,2015-11-13T15:27:13.000+0000,005G0000004fJyUIAU,2024-12-05T15:31:45.000+0000,0055o0000019VX9AAM,2024-12-05T15:31:45.000+0000,(519)688-3450,(519) 983-0100,anne@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004fJyUIAU,,,701G0000000ybpEIAQ,,,,0.0,0.0,0.0,,False,3793.0
5001600000kd4lAAAQ,False,,00008562,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RRIF or annuity,Medium,"3 K RRSP can be mature to RRIF, cashed out, or used to buy an annuity
11k non reg also with QGOF",True,2015-11-13T18:55:56.000+0000,False,False,005G0000002gy7yIAA,2015-11-13T18:55:50.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3793.0
5001600000kdCe5AAE,False,,00008563,003G0000018f7WmIAI,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Tax planning for entrepreneur,Low,,True,2015-11-14T00:31:47.000+0000,False,False,005G0000002heHMIAY,2015-11-14T00:31:37.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3793.0
5001600000kdCilAAE,False,,00008564,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review tax planning memo,Low,,True,2015-11-14T01:01:55.000+0000,False,False,005G0000002heHMIAY,2015-11-14T01:01:43.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3793.0
5001600000kdJyYAAU,False,,00008565,003G0000018f7KsIAI,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Nov. 16/15 - Reactivation Request for Severance,Medium,"Plan was terminated by HO due to poor participation.  HO confirmed 3 letters were sent, including 1 directly to the client.",True,2015-11-16T17:08:13.000+0000,False,False,005G0000002gy4AIAQ,2015-11-16T17:07:48.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,613-748-3455,(613) 266-8882,jseto.freedom55@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUc47AAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3790.0
5001600000kdLXyAAM,False,,00008566,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Explaining Fund cost and MER to a client,Medium,"We discussed the 4 main components that when combined result in a funds MER (IMF + Rep trailer + fixed fund cost + HST)

And  how the Value of Advice website can help since these costs are explained",True,2015-11-16T18:37:57.000+0000,False,False,005G0000002gy7yIAA,2015-11-16T18:37:50.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3790.0
5001600000kdLdrAAE,False,,00008567,0031600002IShGoAAL,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,illustrating growth on a $100 monthly PAC,Medium,showed Judit the calculators within Naviplan,True,2015-11-16T18:44:06.000+0000,False,False,005G0000002gy7yIAA,2015-11-16T18:44:00.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905) 276-1177 ext 484,,judit.nemeth@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3790.0
5001600000kdYuZAAU,False,,00008592,003G0000018f783IAA,001G000000urMs9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,LACHANCE,Medium,Client are requesting an annual review - questionning returns,True,2015-12-01T20:39:53.000+0000,False,False,005G0000002gy8MIAQ,2015-11-17T18:38:37.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450)438-5213,(450) 560-1167,mario.marinier@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,3.0,1.0,0.0,,False,3789.0
5001600000kdYvIAAU,False,,00008593,003G0000018f783IAA,001G000000urMs9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,GUENETTE,Medium,Client are requesting an annual review - questionning returns,True,2015-12-01T20:34:17.000+0000,False,False,005G0000002gy8MIAQ,2015-11-17T18:39:16.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450)438-5213,(450) 560-1167,mario.marinier@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,2.0,1.0,0.0,,False,3789.0
5001600000kdecKAAQ,False,,00008594,003G0000018f7TRIAY,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Life Claim - ID#8,Medium,"Nov 17th- rec'd email advising that P. Charette (ID#8) passed away on Nov 17th.
- forwarded life claim form to advisor.

Dec 18th- claim sent to advisor for delivery",True,2016-01-27T19:20:03.000+0000,False,False,005G0000002gxytIAA,2015-11-18T14:18:47.000+0000,005G0000002gxytIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450) 562-7266,(613) 678-0158,jsouligny@dianeagagne.com,,,,,,,,,,,,,,,0.0,,0011600001lUjbSAAS,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3788.0
5001600000kdoZPAAY,False,,00008595,003G0000018f6h0IAA,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,BELL DONNA,Medium,"Update cash flow analysis
Redo annuity illustration",True,2015-12-01T20:43:40.000+0000,False,False,005G0000002gy8MIAQ,2015-11-19T02:41:02.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(514)242-9648,(514) 242-9648,arlene@kiplingfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,4.0,0.0,0.0,,False,3788.0
5001600000kdscNAAQ,False,,00008596,003G000001C3YnfIAF,001G000000wjNr7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,LTD App reconsideration,High,One EE from this group applied for LTD and got denied as LTD coverage was not in effect at date of disability.  Turned out ER missed to reporting RTW date and therefore LTD hasnt been charged since.  Went to HO for approval to retro RTW.  Received approval.  Please see file.,True,2016-04-21T15:31:04.000+0000,False,False,005G0000004e3wfIAA,2015-11-19T17:21:04.000+0000,005G0000004e3wfIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(250) 762-3329,,graham.bailey@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUmDYAA0,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3787.0
5001600000kdvdhAAA,False,,00008597,003G0000018f6fEIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Nov. 19/15 - Severance,Medium,"Cert #xx DN
Extend LTD and CI from November 11 2015 to December 23 2015
Extend Life, Health and dental from November 11 2015 to Jan 6 2016",True,2015-11-19T20:40:03.000+0000,False,False,005G0000002gy4AIAQ,2015-11-19T20:39:51.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTsAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3787.0
5001600000kdwE9AAI,False,,00008598,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#291273 - November 2015 - Ex-Gratia Request,Medium,"Nov 19th, 2015 - Ex-gratia request for services that were not covered under the plan in the amount of $280.00. Mg",True,2015-11-19T21:19:31.000+0000,False,False,005G0000002gxymIAA,2015-11-19T21:19:24.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,001G0000019rYpWIAU,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3787.0
5001600000kqfsAAAQ,False,,00008611,003G000001h1tEjIAI,001G000000urMptIAE,,,,,,Life,,In Progress,,In Person,,Martin & Renee Houde,High,Went over case and discussed putting the CI on the spouse because of tax implications and citizenship,False,,False,False,00516000006nRQ8AAM,2015-11-20T15:57:04.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(519)494-9272,(519) 494-9272,scott@willowtreewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3786.0
5001600000kqnKxAAI,False,,00008613,003G000001sRtymIAC,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Can you receive RDSP Grants to max out by contributing only $80/month?,Medium,"Not quite.
$1,500 is required to get the maximum basic grant
> 300% on initial $500 earns grant of $1,500
> 200% on subsequent $1,000 earns grant of $2,000

$80/month is only $960 so your leaving 200% more grant on $540 in additional contributions to earn the maximum",True,2015-11-20T20:11:53.000+0000,False,False,005G0000002gy7yIAA,2015-11-20T20:11:48.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,,(647) 982-2581,shalma.etwaree@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3786.0
5001600000krOHUAA2,False,,00008614,003G0000018f6ZZIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Low,Dr. Campbell and Mrs. St. John (corporate and privacy lawyer),True,2015-11-23T17:46:41.000+0000,False,False,005G0000002heHMIAY,2015-11-23T17:45:58.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3783.0
5001600000krOKTAA2,False,,00008615,003G0000018f6vhIAA,001G000000urMoaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Split dollar LI,Low,,True,2015-11-23T17:47:45.000+0000,False,False,005G0000002heHMIAY,2015-11-23T17:47:22.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780)459-5353,,kevin@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3783.0
5001600000krONXAA2,False,,00008616,003G0000018f6VuIAI,001G000000urMoaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Tax rates,Low,,True,2015-11-23T17:49:04.000+0000,False,False,005G0000002heHMIAY,2015-11-23T17:48:47.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,780-459-5353,,todd@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3783.0
5001600000krRs3AAE,False,,00008617,003G0000018f7UeIAI,001G000000urN3JIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for Brand Name drug - ID#2,Medium,"Nov 16th- rec'd request for Name brand Drug (effexor) for ID#2. Emailed to Drug Services for review.

Nov 23rd- rec'd confirmation that request has been approved. Emailed Ian Burns to advise.",True,2015-11-23T19:27:17.000+0000,False,False,005G0000002gxytIAA,2015-11-23T19:27:08.000+0000,005G0000002gxytIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 563-1281 x 24,,ian@david-burns.com,,,,,,,,,,,,,,,0.0,,0011600001lUkVgAAK,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3783.0
5001600000krabCAAQ,False,,00008630,003G0000018f6gfIAA,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Phone,,Robert Tozzi - Benoit Lemire,Medium,"nov, 18, advisor called me to say that this client wants to take 200k from ll and invest it in securities inspite the fact that the performance has been good. a asked me to speak with the c in a conf call and see exactly what he is looking for and how i can help.",False,,False,False,005160000068bqBAAQ,2015-11-24T01:08:32.000+0000,005160000068bqBAAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(514)336-2300,(514) 294-3261,robert.tozzi@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,,,,,1.0,0.0,0.0,,False,3783.0
5001600000kroFmAAI,False,,00008631,003G0000018f7nEIAQ,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Low,,True,2015-11-24T19:58:27.000+0000,False,False,005G0000002heHMIAY,2015-11-24T19:58:11.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780) 532-9510,(780) 831-8455,mike@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3782.0
5001600000lCoW6AAK,False,,00008632,003G0000018f7TZIAY,001G000000urN37IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia approval for Insulin Pump for r(ID#21),Medium,"Rec;d request to confirm if a Insulin Infusion Pump for ID#21 would be approved on an ex-gratia basis.  Sent request to M&DS to review estimate to confirm if this type of pump would be approved.

Nov 23rd - rec'd email from M&DS confirming that they  completed our review and the ex-gratia request has been approved.  The approval is in relation to an Insulin Infusion Pump for Maude St. Amour.   The estimated payment amount will be $6,600.00 (the R&C amount for insulin infusion pumps).  Since no claim has been incurred at this point, no ex-gratia payment can be made until a claim is received.  THey suggested  coordinating with the Montreal BPO to ensure the claim is handled correctly once received (perhaps a restrict file could be set up).
Nov 24th- sent confirmaiton to Blake at L-F's office so he can advise client.  Advised that when purchase is completed, that ee send orig signed HC claim form and invoice to my attention and I will have ex-gratia request processed.

Dec 4th- claim processed and payment mailed to ee. Notified advisor.",True,2015-12-09T19:15:43.000+0000,False,False,005G0000002gxytIAA,2015-11-24T20:52:12.000+0000,005G0000002gxytIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(819) 777-2882,(819) 664-2039,lf@groupemajor.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlNAAA0,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3782.0
5001600000lCwuaAAC,False,,00008645,003G0000018f7biIAA,001G000000urN99IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Jessyca Jomphe -Turgeon invalidite depuis le 20 octobre 2015,Medium,,True,2016-09-16T15:03:36.000+0000,False,False,005G0000002gxzsIAA,2015-11-25T14:37:30.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450) 971-0762,(514) 817-6180,dominic.d@actioncourtage.ca,(450) 971-1101,,,,,,,,,,,,,,0.0,,001G000001kFoeuIAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3781.0
5001600000lCwvJAAS,False,,00008646,003G0000018f7biIAA,001G000000urN99IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Andrew Corriveau invalidite depuis le 19 novembre 2015,Medium,,True,2016-09-16T15:06:16.000+0000,False,False,005G0000002gxzsIAA,2015-11-25T14:38:12.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450) 971-0762,(514) 817-6180,dominic.d@actioncourtage.ca,(450) 971-1101,,,,,,,,,,,,,,0.0,,001G000001kFoeuIAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3781.0
5001600000lCww2AAC,False,,00008647,0031600002B84wcAAB,0011600001lUdmLAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Andrew Corriveau invalidite depuis le 19 novembre 2015,Medium,,True,2015-11-25T14:40:07.000+0000,False,False,005G0000002gxzsIAA,2015-11-25T14:38:31.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,001G000001kFoeuIAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3781.0
5001600000lCyKrAAK,False,,00008648,003G0000018f75HIAQ,001G000000urMptIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Condruck Case File,Medium,"Had meeting with Michael and Cory, he is exercising his share options and we recommended he do some in 2015 before the Liberal government takes away the 100k exemption.",False,,False,False,00516000006nRQ8AAM,2015-11-25T15:39:50.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(548)690-9066,(519) 854-2389,michael.beatty@alpinewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3781.0
5001600000lDN7EAAW,False,,00008661,0030A0000029oMIQAY,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Added Welcome Plan for 1 ee- Nov 9/15,Medium,,True,2015-11-26T17:49:21.000+0000,False,False,005G0000002gy4FIAQ,2015-11-26T17:48:53.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)851-2662,(613) 851-2662,richard.kluska@ipprivatewealth.com,(613)274-2992,,,,,,,,,,,,,,0.0,,0011600001qxbf5AAA,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3780.0
5001600000lDN8gAAG,False,,00008662,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#277224 - November 25th, 2015 - Ex-Gratia Request",Medium,Nov 25th:  Requesting an ex-gratia over the 15 month time frame for a vision care claim in the amount of $455.46.,True,2015-11-26T17:57:22.000+0000,False,False,005G0000002gxymIAA,2015-11-26T17:57:12.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpnAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3780.0
5001600000lEABeAAO,False,,00008663,003G0000018f6ZZIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Low,"Meeting with Richard Butland and Jim Brownlee to review partnership agreement and estate planning; client's engineering business is currently poor;  when business rebounds, client may be interested in converting term LI to permanent and moving policy to holdco, plus putting buy-sell LI in place for himself and partners. - 2015 11 27",True,2015-11-30T13:49:06.000+0000,False,False,005G0000002heHMIAY,2015-11-30T13:37:39.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3776.0
5001600000lEERIAA4,False,,00008664,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Naviplan Level 2 is showing Severe gap in savings but Janis doesn't know why,Medium,"I told her we can review her plan anytime
Also can use Hello Life or  the retirement calculator within Naviplan as a back up to see what it shows.  Janis thinks the sale of the home is what is causing a problem",True,2015-12-01T14:44:19.000+0000,False,False,005G0000002gy7yIAA,2015-11-30T15:53:45.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3776.0
5001600000lEhC4AAK,False,,00008665,003G0000018f6T7IAI,001G000000urMqlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Is an 80 year old limited to the 75 / 75 guarantee policy only?,Medium,No. he can buy the 75 / 100 or the 100 / 100 but the age of the client means the 100% guarantee takes 5 full years to come into effect.  the guarantee starts at 75% and gradually increases by 5% each year.  If the client lives 5 more years then the policy now is entitled to the 100% death benefit,True,2015-12-01T14:52:11.000+0000,False,False,005G0000002gy7yIAA,2015-12-01T14:51:51.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905) 276-1177 x 404,,david.moir@londonlife.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3775.0
5001600000lEulEAAS,False,,00008666,003G0000018f7TuIAI,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia Request,Medium,"Dec 1st, 2015:  New Group, plan member did not have his drugcard - Pharmacy overcharing for the drug totally $40.12.",True,2015-12-01T21:24:00.000+0000,False,False,005G0000002gxymIAA,2015-12-01T21:23:53.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)226-1964,x 398,mhamilton@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001roNDIAA2,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3775.0
5001600000lEusdAAC,False,,00008667,003G0000018f7GWIAY,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Ownership of LI by corporations,Low,,True,2015-12-01T21:28:19.000+0000,False,False,005G0000002heHMIAY,2015-12-01T21:28:10.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780)428-8585,(780) 905-6951,billie.borys@wiseowlfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3775.0
5001600000lEuvSAAS,False,,00008668,003G000001IkUziIAF,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxation of non-exempt LI policy,Low,All contact via Phil Franklin,True,2015-12-01T21:30:49.000+0000,False,False,005G0000002heHMIAY,2015-12-01T21:29:53.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604) 580-8044,,,(403) 532-1836,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3775.0
5001600000lEv0XAAS,False,,00008669,003G0000018f6hpIAA,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and divorce,Low,,True,2015-12-01T21:33:19.000+0000,False,False,005G0000002heHMIAY,2015-12-01T21:33:10.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,403-329-6220,,tyler@coxfinancialgroup.ca,(403) 320-7720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3775.0
5001600000lEyX0AAK,False,,00008670,003G0000018f6vTIAQ,001G000000urMnRIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Investment recommendation - Popa/Nacu,Medium,"Clients currently have around $210 K. Advisor has finally been able to establish a meeting with the clients. Relationship - seeded client. No active investment support since 2008, client may have been very active in the past. 3rd party fund portfolio from in kind transfer in 2008 from ING. Currently on nominee platform, no rebalancing in place. Provided general feedback. Once fact find is in place, likely an investment recommendation will be required.",False,,False,False,00516000006Zms6AAC,2015-12-01T23:44:02.000+0000,00516000006Zms6AAC,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)345-5959,(604) 345-5959,peter@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006Zms6AAC,,,,,,,1.0,0.0,0.0,,False,3775.0
5001600000lFI1gAAG,False,,00008683,0031600002C6Wn4AAF,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Low,"In-person meeting with Ron and Suzanne Shaw;  clients failed to provide TEPQ prior to meeting but brought voluminous documents;  clients well-insured, but Kaymen may be able to add a bit more to fully cover tax at death. - 2015 12 02 MLT",True,2015-12-02T21:43:18.000+0000,False,False,005G0000002heHMIAY,2015-12-02T21:43:09.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780)965-5872,,kaymen.huang@planstarfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3774.0
5001600000lFMrgAAG,False,,00008684,003G0000018f6pVIAQ,0015o000008CytHAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Rebalancing and ajusting withdraw,Medium,"Client will need to take out more assets out of corporation
Need to adjust D8 strategy and rebalance portfolio for annual review",True,2015-12-03T02:32:18.000+0000,False,False,005G0000002gy8MIAQ,2015-12-03T02:29:28.000+0000,005G0000002gy8MIAQ,2024-08-08T19:07:08.000+0000,0055o0000019VX9AAM,2024-08-08T19:07:09.000+0000,(418)564-7169,(418) 564-7169,bernard.morin@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,2.0,0.0,0.0,,False,3774.0
5001600000lFYeUAAW,False,,00008697,003G0000018f7CYIAY,001G000001GPafwIAD,,,,,,Life,,In Progress,,Email,,Follow up with underwritter to order Medicals,High,APR and MVR was requested this morning,False,,False,False,00516000006nRQ0AAM,2015-12-03T17:59:50.000+0000,00516000006nRQ0AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(647)219-7404,(647) 219-7404,jerry.liu@trilliumcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ0AAM,,,,,,,0.0,0.0,0.0,,False,3773.0
5001600000lFZIeAAO,False,,00008698,003G0000018f6lqIAA,001G000000urMrBIAU,,,,,,,,Closed - Responded,,In Person,,VP concern over Web add approval request,High,Discussed with Eric and decided not to go ahead with the request.,True,2015-12-03T18:27:17.000+0000,False,False,00516000006nRQ0AAM,2015-12-03T18:19:00.000+0000,00516000006nRQ0AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905)477-0707,(647) 406-1698,liangzhi.luo@happylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ0AAM,,,,,,,0.0,0.0,0.0,,False,3773.0
5001600000lFZPzAAO,False,,00008699,003G000001hVpRTIA0,001G000000urMr2IAE,,,,,,,,In Progress,,In Person,,seven basic skills,Medium,to review skills and report back.,False,,False,False,00516000006nRQ0AAM,2015-12-03T18:23:10.000+0000,00516000006nRQ0AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905) 660-9414 X431,,jin.fan@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ0AAM,,,,,,,0.0,0.0,0.0,,False,3773.0
5001600000lGdb6AAC,False,,00008724,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#214554 - December 2015 - Ex-gratia Request,Medium,Claim submitted through spouse's Insurance for 90% of $340.00 claim.  The 10%  ($34.00) is not a covered expense through GWL.  We are requesting an ex-gratia for the $34.00,True,2015-12-07T16:21:08.000+0000,False,False,005G0000002gxymIAA,2015-12-07T16:20:58.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlp1AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3769.0
5001600000lGiQDAA0,False,,00008725,003G0000018f7wlIAA,001G000000urNCRIA2,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Bonato - Austin,High,Figuring out a strategy to transfer the account in properly,False,,False,False,005G0000004fJyUIAU,2015-12-07T18:35:51.000+0000,005G0000004fJyUIAU,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(519)979-8559,,john@bonato.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004fJyUIAU,,,701G0000000ybpEIAQ,,,Analysis Document,2.0,0.0,0.0,,False,3769.0
5001600000lGnqkAAC,False,,00008726,0031600002DTJm7AAH,001G000000urMr2IAE,,,,,,Life,,In Progress,,Email,,aps form doctor,High,case to be escalated. Doctor is not responsive and aps has not been completed. talk to the underwriter to see if we can complet e a physical for the client at LL doctor.,False,,False,False,00516000006nRQ0AAM,2015-12-07T21:07:49.000+0000,00516000006nRQ0AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(416)885-6891,(416) 803-6260,jingrong.dai@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ0AAM,,,,,,,0.0,0.0,0.0,,False,3769.0
5001600000lc0MmAAI,False,,00008727,003G0000018f6aPIAQ,001G000000urMqrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Fund reporting for Freedom Funds,Medium,We don't have Lipper reports for FF - but the report for the 75 /100 will provide the exact same fund information except unit price.  MER/holdings/returns/manager/risk/investment objective are the same for both versions (old segs and new segs),True,2016-01-03T21:10:46.000+0000,False,False,005G0000002gy7yIAA,2015-12-08T15:35:26.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905)277-1234,(905) 467-3090,peter.bekker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3768.0
5001600000lc6qkAAA,False,,00008728,003G0000018f7IYIAY,001G000000urMoFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Group Life Claim,Medium,"Life claim received for Jeanine. $10,010.21 paid to beneficiary Nov 30th. Cheque given to James Ford for delivery.",True,2015-12-08T18:52:00.000+0000,False,False,005G0000002gyDHIAY,2015-12-08T18:51:53.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)230-8649,(604) 230-8649,james@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUhUtAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3768.0
5001600000lcEVQAA2,False,,00008729,003G0000018f7WIIAY,001G000000urN1SIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Survivor Benefits,Medium,"EE Larry Branch passed away on Nov 18, 2015. No Life claim due to age. Spouse is now set up under Survivor Benefits. 

RE:  LARRY BRANCH
Surviving Spouse: PATRICIA BRANCH

Please be advised survivor benefits for the health and dental benefits has now been set up on the BEN system effective Nov 19, 2015 under identification SS00000003.
(The survivor benefits have also been set up on the BCE Emergis system.  The pharmacist will have to enter relationship code 01.)

The benefits continued are subjected to the same limitations and restrictions as the employee plan that was inforce. 
This coverage will terminate Nov 18, 2017 or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.",True,2015-12-08T23:01:52.000+0000,False,False,005G0000002gyDHIAY,2015-12-08T23:01:44.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)596-7188,(604) 716-6461,steve@creststonewealth.com,(604)596-8777,,,,,,,,,,,,,,0.0,,0011600001rtjEcAAI,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3768.0
5001600000lcN6AAAU,False,,00008730,0031600002G6khTAAR,001G000000urMr2IAE,,,,,,,,In Progress,,In Person,,6 month review,Medium,to review progress and provide directions.,False,,False,False,00516000006nRQ0AAM,2015-12-09T15:09:06.000+0000,00516000006nRQ0AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(416) 789-4527 x409,,shuquan.guo@freedom55financial.com,(416) 789-0236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ0AAM,,,,,,,0.0,0.0,0.0,,False,3767.0
5001600000lcV0jAAE,False,,00008731,003G0000018f7UfIAI,001G000000urN3DIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Dep Life Claim,Medium,"Rec'd dep Life claim for spouse of ID#18,.  Forwarded to Grp Life Claim dept Dec 9th.

Dec 21st  - confirmatin from HO that claim processed and chq sent directly to employer.",True,2016-01-27T19:21:47.000+0000,False,False,005G0000002gxytIAA,2015-12-09T19:17:53.000+0000,005G0000002gxytIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 232-4577 x106,,cgallagher@jrsaint.com,,,,,,,,,,,,,,,0.0,,001G000001O8N2yIAF,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3767.0
5001600000lcV4CAAU,False,,00008732,003G0000018f7TRIAY,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Grp Life claim,Medium,"Rec'd Life claim form for P. Charrette (ID#8).  Forwarded to Denis Shepit in the Grp Life Claims area - Dec 9th.

Dec 21st - chq rec'd and as per advisor, courriered directly to claimant.",True,2015-12-21T23:18:05.000+0000,False,False,005G0000002gxytIAA,2015-12-09T19:19:19.000+0000,005G0000002gxytIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450) 562-7266,(613) 678-0158,jsouligny@dianeagagne.com,,,,,,,,,,,,,,,0.0,,0011600001lUlMtAAK,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3767.0
5001600000lcVuSAAU,False,,00008733,003G0000018f6fEIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dec.9/15 - Severence Request,Medium,"Cert #xx  DG
Extend all benefits from December 15 2015 to Jan 6 2016",True,2015-12-09T19:46:12.000+0000,False,False,005G0000002gy4AIAQ,2015-12-09T19:46:04.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTnAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3767.0
5001600000lcqtBAAQ,False,,00008734,003G0000018f6ufIAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General corporate LI planning,Low,"Dentist mother and son, father is retired doctor.  Considering permanent LI for use as collateral for future land development.",True,2015-12-10T18:55:43.000+0000,False,False,005G0000002heHMIAY,2015-12-10T18:55:31.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403) 261-4690 ext 305,(403) 818-0330,joseph.chun@freedom55financial.com,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3766.0
5001600000lcqwtAAA,False,,00008735,003G0000018f7QCIAY,0015o000008Cyy5AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Tax and estate planning,Low,"Meeting with son whose 88 year old mother still owns preferred shares in operating corporation.  Mother no longer insurable, obviously.  Options for selling/redeeming her shares on death discussed.",True,2015-12-10T18:58:03.000+0000,False,False,005G0000002heHMIAY,2015-12-10T18:57:56.000+0000,005G0000002heHMIAY,2024-01-25T15:48:13.000+0000,0055o0000019VX9AAM,2024-01-25T15:48:13.000+0000,(403)266-5360,,mike@csfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3766.0
5001600000lcr73AAA,False,,00008736,003G0000018f7pBIAQ,001G000000urMwqIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Low,"Met with three (of four) partners in a general insurance agency to discuss their individual and business, but no LI sales likely.",True,2015-12-10T19:03:46.000+0000,False,False,005G0000002heHMIAY,2015-12-10T19:03:37.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)309-5220,,keith@roadhousefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3766.0
5001600000ldJ10AAE,False,,00008737,003G0000018f6oXIAQ,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review Will and USA,Low,Cawthorn,True,2015-12-11T21:30:04.000+0000,False,False,005G0000002heHMIAY,2015-12-11T21:09:27.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)410-6810,,allison@familywealthcoach.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3765.0
5001600000ldJadAAE,False,,00008738,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Ownership of LI by corporation or trust,Low,Landry/Bauer,True,2015-12-11T21:31:25.000+0000,False,False,005G0000002heHMIAY,2015-12-11T21:31:15.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3765.0
5001600000ldKtWAAU,False,,00008739,003G0000018f7IYIAY,001G000000urMoFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Change Class 1 name to Management - correct DOE for Vladimir Topalo,Medium,"Got a late app notification and evidence was already submitted to GMU. Has not been completed.

Upon discussion with Steve the PA, the EE was only part time until Sept 15th when he moved into management and full time work. In correspondence with Valerie McKay to try to revise the DOE and not be a late app.

Also working with Marianne to revise the class name to Management retro to Sept 1, 2015.",True,2016-01-08T22:21:49.000+0000,False,False,005G0000002gyDHIAY,2015-12-11T22:19:42.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)230-8649,(604) 230-8649,james@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUdLmAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3765.0
5001600000ldvPQAAY,False,,00008740,0030A0000029oYVQAY,001G000000wjNrCIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"LTD claim declined , employee Pierre Berube",Medium,"Dec 14/15---this group has seasonal employees, min. # of hours 20- This ee did not work 9 consecutive months ,even though their benefits only started with us in April 01./2015. The ee 's last day of work was July 29/15.  
Jill has gone to Tara for an exception, to possible change the 9 months to 8 months so he would qualify.  ltd claim was re-assesed, we changed from 9 months seasonal to  7",True,2016-03-16T18:36:47.000+0000,False,False,005G0000002gy4FIAQ,2015-12-14T19:48:57.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)723-7200,613 724 8210,franco.caminiti@ig.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,0011600001nUQU5AAO,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3762.0
5001600000leVUeAAM,False,,00008741,003G000001ZfIDDIA3,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Why did my client receive T4RRIF when we purchased an annuity with it?,Medium,"At the end of the day, the transfer to the annuity is not taxable income
1) We will likely issue an offsetting Tax slip for the annuity

Sent email to John Yanchus asking:
1) why do we issue a T4 RRIF. This is not a withdrawal. It is a tax sheltered transfer?  Is issuing the T4 RRIF a mistake?
2) If we do issue an offsetting deduction, when is the slip issued?
3) Why doesn't the T4 RRIF come with a friendly client letter indicating this income is not taxable, and that the T4 RRIF is only issued under CRA rules with the other Tax slip coming later.",True,2016-01-03T21:10:23.000+0000,False,False,005G0000002gy7yIAA,2015-12-16T15:10:16.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905) 276-1177 x504,(647) 389-0389,robert.mazur@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3760.0
5001600000leWWAAA2,False,,00008742,003G0000021VKc7IAG,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Why are fees charged when I switch?,Medium,"Devon incorrectly is comparing MV to Book value on Investment Centre, and BV is less?  His assumption is that the reason must be ""fees""?  Wrong.

Book value for Seg funds on Investment Centre is erroneous and can't be considered accurate.  When we ran a TRANSACTION DETAIL report, it did not show any fees.",True,2015-12-16T15:44:26.000+0000,False,False,005G0000002gy7yIAA,2015-12-16T15:44:18.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,,(416) 414-6586,devon.stutz@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3760.0
5001600000led99AAA,False,,00008743,003G0000018f6byIAA,001G000000urMncIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,End Client Question,Phone,,"Dumouchell, Ronald",Medium,"Cam,
Nice speaking with you today!

Further to our discussion, we are attaching the following:
Current rate 0.80 (19 to 30 month term) is the current GIO rate from $50,000 to $499,999. In the attachments above, we have included both the rate sheet as well as the rate enhancement form. As we suggested, there could be two approaches: 1 investment for $100,000 or two investments of $50,000 each with staggered maturity dates to give him the flexibility he needs.

The other option we discussed was utilizing LIBs, with again a laddered approach of two $50,000 investments. Ragini prepared two illustrations which we have attached above that illustrate this strategy, using the 75//100 guarantee option. One investment starting it’s income when the client is 68, the other starting taking income when client is 71.

We will get back to you separately on language confirmation for the payment of the death benefit on the existing RRSP. Let us know if you need anything further, such as RRIF quotes.

Thanks!
Mary Anne",False,,False,False,00516000006Zms6AAC,2015-12-16T19:11:28.000+0000,00516000006Zms6AAC,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)329-0325,(604) 329-0325,cam@hodsmanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006Zms6AAC,,,,,,,2.0,0.0,0.0,,False,3760.0
5001600000leexUAAQ,False,,00008744,003G0000018f6YRIAY,001G000000urMufIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Chow,High,"Bob, 

Here is the breakdown of fees and the head –to- head for Brenda Chow as well. 



There is an argument that we need to focus more on Global (US and International) then Canada for the next few years, as our Energy industry is severely depressed due to the combined pressures of;  

•	LOW Priced of Oil  (too much supply) 
•	the recent Environmental pressures (resulting in the cancellation of the XL Pipeline and the universal impression that Canada's Oil Sands are among the dirtiest to produce in terms of environmental impact)

Additionally we are in the bottom of the commodity cycle when it comes to Minerals & Mining (another hit to our resource sector)…. 

That said, by reaching beyond Canada and what is our 3.5% of the Global Market Cap, we can find returns via the international expertise of the our Fund Managers; 

•	Mackenzie (Global Balanced is a 5 star fund) 
•	Setanta (is the Irish Pension Manager of the Year for 3rd year in a row) – I would consider Global Dividend in place of Global Opportunity – but used G.O. due to its Longer track record
•	Putnam (has been 1 or 2 of the top US managers in 4 of the last 6 years) – I would also consider US Low Volatility  for the same reason over the US Equity fund


I have shown what the savings would be as a result of the HNW MER’s (if they remain in their current ‘Combined Portfolio’ …versus my proposed Stonehaven Balanced Portfolio)",False,,False,False,005G0000002gxxoIAA,2015-12-16T20:09:15.000+0000,005G0000002gxxoIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(416)399-8360,(416) 399-8360,bob@rffinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxoIAA,,,70116000000TNAWAA4,,,Quotation;Presentation;Concept,0.0,0.0,0.0,,False,3760.0
5001600000lef59AAA,False,,00008745,0030A0000029WKiQAM,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,overpayment  of dental claims,Medium,"Hi Lucette …can you please arrange to credit the plan experience for this client. 
The credit should be to Division 1. In the amount of $3109.80.

The warranty narrative should be: 
Dental maximums not set up correctly from March 1, 2013 to  December 8, 2015. 
Selectpac Admin error. 

Can you please let me and Cindy le Clair  know when the credit is done. 
Thanks  


Joan Wilson | Manager | Group Health & Dental Benefits | (204) 946 7601 | Fax (204) 946 7838 | jwil@gwl.ca 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: LeClair, Cindy 
Sent: Wednesday, December 16, 2015 1:54 PM
To: Wilson, Joan; Chung, Jennifer
Subject: RE: NO OVERPAYMENT PURSUIT Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737

Hi Joan
In talking with the account manager, they want the experience to be taken out of the plan , re; overpayment from 2013 to 2015.
Please advise once this has been done.


Thank you.
Cindy LeClair, ACS 
Senior Employee Benefit Service Representative
Sales and Marketing Centre, Great-West Life 
Ph: (613) 270-6815 
Fax: (613) 270-6848 
Suite 500, 515 Legget Drive
Kanata, ON    K2K 3G4
 


If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line


From: Wilson, Joan 
Sent: Wednesday, December 16, 2015 12:40 PM
To: LeClair, Cindy; Chung, Jennifer
Subject: RE: NO OVERPAYMENT PURSUIT Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737

Please call me.  I should be in my office all afternoon. 
Just going down for lunch now. 
Thanks 

Joan Wilson | Manager | Group Health & Dental Benefits | (204) 946 7601 | Fax (204) 946 7838 | jwil@gwl.ca 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié.  Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.  Merci.  À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: LeClair, Cindy 
Sent: Wednesday, December 16, 2015 11:04 AM
To: Chung, Jennifer; Wilson, Joan
Subject: RE: NO OVERPAYMENT PURSUIT Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737

Hi ladies.
I need to talk you on the phone today about this.
What is the best time I call and who should I call on this.



Thank you.
Cindy LeClair, ACS 
Senior Employee Benefit Service Representative
Sales and Marketing Centre, Great-West Life 
Ph: (613) 270-6815 
Fax: (613) 270-6848 
Suite 500, 515 Legget Drive
Kanata, ON    K2K 3G4
 


If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line


From: Chung, Jennifer 
Sent: Wednesday, December 16, 2015 8:31 AM
To: Wilson, Joan
Cc: LeClair, Cindy
Subject: FW: NO OVERPAYMENT PURSUIT Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737

Hi Joan,

From my original email to Cindy:
Affected claimants each year are:
2013 – 1 claimant, 15 claim lines – total overpayment is $640.80.  
2014 – 1 claimant, 9 claim lines  – total overpayment is $570.40.  
2015 – 2 claimants, 37 claim lines  – total overpayment is $1898.60.  Average amount we overpaid per family - $949.30
Grand total overpayment is $3109.80.

I checked my reports and can confirm that only Division 001, Class 001 was affected between 2013 and 2015.

I hope this helps!
Thank you,
Jennifer Chung | Great-West Life Assurance Co. | Business Analyst | Business & Technical Services, GH&DB - 5N |  (TEL): 204.926.5139 | FAX: 204.926.7838|  jennifer.chung@gwl.ca 
Upcoming Absence(s):  December 31, 2015

From: LeClair, Cindy 
Sent: Tuesday, December 15, 2015 7:02 PM
To: Wilson, Joan
Cc: Chung, Jennifer
Subject: RE: NO OVERPAYMENT PURSUIT Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737


Ok I get it. You are going to refund premiums that were paid for the benefit that we didn't pay out. Jennifer can you advise the amounts for each divisions  that we overpaid. And based in that we will ask client how they want to proceed. 

From: Wilson, Joan 
Date: Tuesday, Dec 15, 2015, 5:52 PM
To: LeClair, Cindy 
Cc: Chung, Jennifer 
Subject: FW: NO OVERPAYMENT PURSUIT Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737

Hi Cindy ….I have not yet done anything about this issue and I have not heard from you. 
Generally when there is a plan set up error which results in overpayments, we will waive recovery of the overpayments and credit the client. 
Please advise if you want me to proceed on that basis? 
If we are issuing a credit to the client (as opposed to a cheque), I will need a breakdown of the overpayments by Division. 
As I do not have the reports that were generated to identify the overpayments, please provide me with the $ amounts for each Division. 
Thanks 
 
Joan Wilson | Manager | Group Health & Dental Benefits | (204) 946 7601 | Fax (204) 946 7838 | jwil@gwl.ca 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
_____________________________________________
From: Chung, Jennifer 
Sent: Friday, December 11, 2015 2:58 PM
To: LeClair, Cindy
Cc: Wilson, Joan
Subject: FW: NO OVERPAYMENT PURSUIT Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737
 
 
Hi Cindy,
 
No problem   Please contact Joan Wilson for the refund.
 
Thank you,
Jennifer Chung | Great-West Life Assurance Co. | Business Analyst | Business & Technical Services, GH&DB - 5N |  (TEL): 204.926.5139 | FAX: 204.926.7838|  jennifer.chung@gwl.ca 
Upcoming Absence(s):  
 
 
_____________________________________________
From: LeClair, Cindy 
Sent: Friday, December 11, 2015 2:43 PM
To: Chung, Jennifer
Subject: RE: NO OVERPAYMENT PURSUIT Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737
 
 
Thanks, We so do appreciate this.
Happy Holidays
 
 
Thank you.
Cindy LeClair, ACS 
Senior Employee Benefit Service Representative
Sales and Marketing Centre, Great-West Life 
Ph: (613) 270-6815 
Fax: (613) 270-6848 
Suite 500, 515 Legget Drive
Kanata, ON    K2K 3G4
  
 
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line
 
 
 
_____________________________________________
From: Chung, Jennifer 
Sent: Friday, December 11, 2015 3:41 PM
To: LeClair, Cindy
Subject: NO OVERPAYMENT PURSUIT Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737
 
 
Hi Cindy,
 
I can confirm that we will not be pursuing overpayments for policy 273875.  
 
Thank you very much for your time and patience.
 
Have a great weekend 
Jennifer Chung | Great-West Life Assurance Co. | Business Analyst | Business & Technical Services, GH&DB - 5N |  (TEL): 204.926.5139 | FAX: 204.926.7838|  jennifer.chung@gwl.ca 
Upcoming Absence(s):  
 
 
_____________________________________________
From: LeClair, Cindy 
Sent: Thursday, December 10, 2015 12:38 PM
To: Chung, Jennifer
Subject: RE: FOLLOW UP PAS Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737
 
 
Thanks Jennifer
 
Thank you.
Cindy LeClair, ACS 
Senior Employee Benefit Service Representative
Sales and Marketing Centre, Great-West Life 
Ph: (613) 270-6815 
Fax: (613) 270-6848 
Suite 500, 515 Legget Drive
Kanata, ON    K2K 3G4
 
 
Why care about your benefits? 
https://www.youtube.com/watch?v=-12Ij7zNqq0
 
 
Pourquoi vous intéresser à vos garanties? 
https://www.youtube.com/watch?v=ieyiV7Eq6a4
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line
 
 
 
_____________________________________________
From: Chung, Jennifer 
Sent: Thursday, December 10, 2015 1:37 PM
To: LeClair, Cindy
Subject: FOLLOW UP PAS Set Up Error Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737
 
 
Hi Cindy,
 
I am in complete agreement with you.  Client experience with Great-West Life is of utmost importance. 
 
I have sent this to my manager for her consideration.  I will advise when I have received a response.
 
Thank you,
Jennifer Chung | Great-West Life Assurance Co. | Business Analyst | Business & Technical Services, GH&DB - 5N |  (TEL): 204.926.5139 | FAX: 204.926.7838|  jennifer.chung@gwl.ca 
Upcoming Absence(s):  
 
 
_____________________________________________
From: LeClair, Cindy 
Sent: Thursday, December 10, 2015 11:58 AM
To: Chung, Jennifer
Subject: RE: PAS SET UP ERROR Policy 273875 Emtec Infrastructure Services Can. Corp. - Log 244737
 
 
Hi Jennifer;
I do have concerns about recovering these overpayments.  There is no way we can go to our employees and ask them for overpayment  back to 2013.
I don’t think this is fair to the client at this point.
I am suggesting that you either forget about all of the $$, but if you want to go to the 2 for 2015, you can write to them ask.
I really don’t feel that we should be doing this at all.",True,2016-03-16T18:32:25.000+0000,False,False,005G0000002gy4FIAQ,2015-12-16T20:13:37.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)823-9134,,nikolaos@savvidis.ca,(613)728-7733,,,,,,,,,,,,,,0.0,,0011600001lUgJhAAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3760.0
5001600000lehOXAAY,False,,00008746,003G0000018f7miIAA,001G000000urN13IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,One time Approvals,Medium,Open enrollment to add two employees.  One late app approved by GMU and dental restriction waived. Please refer to emails in client file.,True,2015-12-16T21:39:40.000+0000,False,False,005G0000004e3wfIAA,2015-12-16T21:38:32.000+0000,005G0000004e3wfIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(250)542-8577,(250) 938-5379,geoffrey.straight@acera.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlXLAA0,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3760.0
5001600000leil3AAA,False,,00008747,003G000001IjNt9IAF,001G000000urMnaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Recommendation for $100K incorporated assets (personal),High,"http://wealthcentre.ll-smc.com/funds/q46q/

Jay – in this case, I really suggest corporate class. Its our standard recommendation for incorporated assets. The best option for you is the Growth & Income Class. It’s a balanced fund, and  it’s the most conservative in terms of its asset mix  - which will generally range between 40% to 70% equities and 30% to 60% fixed income securities. It also is well diversified globally, as the Fund may hold up to 49% of its assets in foreign investments. 

I’ve provided the link to WealthCenter for you.",True,2015-12-16T22:31:13.000+0000,False,False,00516000006Zms6AAC,2015-12-16T22:30:55.000+0000,00516000006Zms6AAC,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(778)873-2312,(778) 873-2312,jay@jayetheringtonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006Zms6AAC,,,,,,,0.0,0.0,0.0,,False,3760.0
5001600000lekcNAAQ,False,,00008748,003G000001IjNt9IAF,001G000000urMnaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,Recommendation for enhancements to an existing client's portfolio,High,"Email to Jay Dec 16:
Based on all the information you’ve provided, here is the change I’d recommend. 

In my opinion, the current portfolio is too domestically focused, and could be more thoughtfully positioned with its fixed income exposure.  I would recommend a simple solution of having a portfolio broken out 50% Mackenzie Strategic Income, and 50% Global Monthly Income Fund. This solution keeps the integrity of the clients investment time horizon and risk profile in check, as it is still a balanced approach with an overall approximate 60% equity/40% income mix, but offers better diversification with both its equity and fixed income exposure. 

How to position this: 

Mackenzie Strategic Income Fund has outperformed its peers over most periods over the long term. While a balanced fund, it has a very active approach in terms of fixed income exposure with a deep team experienced in investing across many types of securities in the fixed income space. Additionally, in terms of its equity composition, it is also well diversified on a global basis with almost an equal split between foreign and domestic equities, which as we’ve discussed previously should be a good long term is a good strategy.
Here is a link to this Fund:
http://wealthcentre.ll-smc.com/funds/2238q/


The Global Monthly Income Fund is new to our shelf, and is managed by GLC. However, it is an extension of our very successful Monthly Income Fund, which is domestically focused fund has had a good track record since it was launched. The Fund will generally have a 60/40 split between equity and income, but will offer more foreign exposure, broader parameters to get more diversification, and enhanced yield and growth opportunities than the Monthly Income Fund. It also has a more diversified exposure to fixed income, with allocations to High Yield, international bonds, Corporate bonds as well as traditional bond funds. It also offers exposure to higher yielding equities with exposure to Canadian, Global, US Dividends as well as Global Real Estate. Some of these through managers that would otherwise not be available to us on the mutual fund shelf, such as International Bonds managed by Canada Life UK and Global Dividends managed by Setanta.

Here is a link to this Fund:
http://wealthcentre.ll-smc.com/funds/1237q/


(BTW:  I’m assuming this isn’t a higher net worth client, or I may recommend a custom portfolio.)

Let me know your thoughts.",False,,False,False,00516000006Zms6AAC,2015-12-17T00:18:38.000+0000,00516000006Zms6AAC,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(778)873-2312,(778) 873-2312,jay@jayetheringtonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006Zms6AAC,,,,,,,0.0,0.0,0.0,,False,3760.0
5001600000lesuAAAQ,False,,00008749,003G0000020tPrvIAE,001G000000urMsLIAU,,,,,,,,In Progress,,In Person,,Test of refferal Case,Medium,,False,,False,False,00516000006nRQ6AAM,2015-12-17T16:04:42.000+0000,00516000006nRQ6AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450) 928-1321 x4244,(514) 953-2132,vanessa.marquis-medeiros@freedom55financial.com,(450) 928-1323,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ6AAM,,,,,,,0.0,0.0,0.0,,False,3759.0
5001600000leuMKAAY,False,,00008750,003G0000018f7TdIAI,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia Approved- for terminated employee,High,"Dental request, ee was having implants, crown,etc. cannot submit claim until the procedure was finished.  When he did submit it, it was declined because the employee was terminated before it was all completed.
JIm Doolan requested it get paid.
$1,033",True,2016-03-16T18:31:09.000+0000,False,False,005G0000002gy4FIAQ,2015-12-17T16:53:37.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 834-3268,,jdoolan1@rogers.com,,,,,,,,,,,,,,,0.0,,0011600001lUcMPAA0,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3759.0
5001600000luHq0AAE,False,,00008763,003G0000018f6fEIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Dec.23/15- Employee Opting Out Exception,Medium,"HO sent a letter to the PA stating that an Ee could not opt out completely from the plan, as a Employee Change form was sent.  The Ee refused to participate and pay contributions and the client is under 10 lives. An exception was granted by our HO effective Nov. 30/15.
Called the client to inform them of the approval.",True,2015-12-23T17:38:09.000+0000,False,False,005G0000002gy4AIAQ,2015-12-23T17:37:57.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTaAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3753.0
5001600000lwkoWAAQ,False,,00008837,003G0000018f7VGIAY,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and corporations,Medium,,True,2016-01-04T21:12:54.000+0000,False,False,005G0000002heHMIAY,2016-01-04T21:12:06.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(866) 624-0745,(780) 618-8826,rick@silfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3741.0
5001600000lwkrGAAQ,False,,00008838,003G0000018f7Q3IAI,001G000000urMyEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and charitable donations,Low,,True,2016-01-04T21:13:55.000+0000,False,False,005G0000002heHMIAY,2016-01-04T21:13:47.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)226-9635,(403) 850-9635,jason.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3741.0
5001600000mDptWAAS,False,,00008839,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Transfer LI between corporations,Low,,True,2016-01-05T19:48:14.000+0000,False,False,005G0000002heHMIAY,2016-01-05T19:47:59.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3740.0
5001600000mDqMYAA0,False,,00008840,003G0000018f7pBIAQ,001G000000urMwqIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Low,,True,2016-01-05T20:04:16.000+0000,False,False,005G0000002heHMIAY,2016-01-05T20:04:02.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)309-5220,,keith@roadhousefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3740.0
5001600000mDsv1AAC,False,,00008841,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#210539 - January 5th, 2016 - Ex-Gratia Request",Medium,"Jan 5th;  Request Ex-gratia in the amount of $1373 for dental claims.
The dental benefit was added to the base plan in April 2013, but was not added to the MRP benefit.  The client is now asking to have the poriton of the dental claims not covered under the base plan, be submitted through MRP.  As the Client is refusing to sign the MRP Backdating letter, we cannot add MRP back to April 2013 to have these claims assessed and paid.  We are not requesting an ex-gratia to keep the client and Advisor happy. Mg.",True,2016-01-05T21:27:43.000+0000,False,False,005G0000002gxymIAA,2016-01-05T21:27:31.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUcMCAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3740.0
5001600000mEL3fAAG,False,,00008843,003G0000018f789IAA,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How does Flexible Income start date work?,Medium,Will provide a product guide on this,True,2016-01-28T13:13:12.000+0000,False,False,005G0000002gy7yIAA,2016-01-07T14:21:07.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905)616-8632,(905) 616-8632,hasan@credentialfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,70116000000TNAWAA4,,,Marketing Piece,0.0,0.0,0.0,,False,3738.0
5001600000mEVo3AAG,False,,00008844,003G000001h1tEjIAI,001G000000urMptIAE,,,,,,Life,,In Progress,,In Person,,Sukerman,Medium,Met with Scott to put together an Insurance plan and how to close the case set up Save it spend it and the needs for life. The premiums purposed is 36K rolled played the closing interview.,False,,False,False,00516000006nRQ8AAM,2016-01-07T20:49:44.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(519)494-9272,(519) 494-9272,scott@willowtreewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3738.0
5001600000mEY7lAAG,False,,00008845,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,PHARAND ALAIN,Medium,Client transfered CIBC investment accounts - we received a partial transfert of 100K assets need to be invested sitting right now in money market - also need to rebalance portfolio as per recommandation that was done in march 2015 by GB & JP,True,2016-01-07T22:46:45.000+0000,False,False,005G0000002gy8MIAQ,2016-01-07T22:15:57.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,0.0,0.0,0.0,,False,3738.0
5001600000mEgn4AAC,False,,00008846,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Intergenerational wealth transfer to minors; cascading LI,Low,,True,2016-01-08T16:00:36.000+0000,False,False,005G0000002heHMIAY,2016-01-08T16:00:28.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3737.0
5001600000mEhWoAAK,False,,00008859,003G0000018f7GWIAY,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Actuary referral,Low,,True,2016-01-08T16:25:28.000+0000,False,False,005G0000002heHMIAY,2016-01-08T16:25:21.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780)428-8585,(780) 905-6951,billie.borys@wiseowlfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3737.0
5001600000mEjc8AAC,False,,00008860,0030A0000029g9vQAA,001G000000urN1QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Exception - Pay claims incurred more than 15 months ago,High,"Received an email from Roberta at Eagle Cinematronix (she is not the PA) in regards to a spouse (of id22) who is upset that they were informed there is a 15 month cut off for claims submissions and felt she was dealt with dismissively by GCCS staff member. She felt that the loss of her son was a special circumstance to have these claims paid after the deadline and that she shouldn't have to get approval from the company for this to happen.

Spouse says a letter was mailed to our president and also posted to our social media site.

In the meantime, approval was given from the PA right away to proceed with the exception and we had already connected with Janet in our claims department as she was informed of the situation from the social media end.

The call to GCCS was pulled and reviewed and it appears that the specialist was kind and empathetic, even suggesting that the employee speak with their PA instead of leaving it as a ""no"" answer. 

Over the holidays Janet McOuatt was in contact with the spouse directly and gathered all the outstanding claims for processing. claims have been paid as of Jan 7th 2016. In addition, she worked with Melanie Woods (SR) and an ex-gratia was granted to cover psychotherapy that was incurred with an ineligible provider. We covered $500 for 2013, $500 for 2014 and except to cover $500 for 2015 and 2016 once submitted. Janet is advising the plan member this was done as an exception and will no longer be eligible to submit claims for this provider after 2016.

We should expect one or two more ex-gratia requests for these claims. One for 2015 and one for 2016. Janet is contacting the spouse to advise that they need to be sent directly to her attention for handling and she will notify me to have the ex-gratia forms completed.

Janet McOuatt
204-942-3005 ext 5733

As of today this has been resolved and will be closed until next ex-gratia submission. Advisor has been notified and will call PA on Monday when she is back to work.",True,2016-01-08T22:21:34.000+0000,False,False,005G0000002gyDHIAY,2016-01-08T17:35:47.000+0000,005G0000002gyDHIAY,2024-05-02T18:51:58.000+0000,0055o0000019VX9AAM,2024-05-02T18:51:59.000+0000,(604)802-3334,(604) 802-3334,grayden@iglbc.ca,(604)538-3424,,,,,,,,,,,,,,0.0,,0011600001lUdaEAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,2.0,0.0,0.0,,False,3737.0
5001600000mErsKAAS,False,,00008873,003G0000018f7IYIAY,001G000000urMoFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-Gratia Request - Health Claim,Medium,"Case complete.

Received a request from advisor to cover the difference between the R&C cap reimbursement, and submitted amount reimbursement for a CPAP machine. Benefits cover 80% up to $2000 for R&C. Employee paid $25XX and we want to cover 80% of that expense (minus the $400 paid by spouse plan). 
group was previously with PBC and there was no R&C cap. Group has been made aware and we want to pay out of good faith to maintain relationship since they didn't know.

sent to M&DS Mon Jan 11.",True,2016-03-28T15:15:43.000+0000,False,False,005G0000002gyDHIAY,2016-01-08T22:24:52.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)230-8649,(604) 230-8649,james@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001mZ56OAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3737.0
5001600000mEsBbAAK,False,,00008874,0030A0000029kUyQAI,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Late App Notification N.S.,Medium,"Jan 11 2016 - PA confirmed this is a late app and the evidence form has been completed and mailed to Head Office.

Jan 8 2016 - Received late app notice from Ana Alfaro in regards to this group. Emailed PA cc Advisor to confirm DOE and process.

DOE on app was Sept 25 2013 - WP is 12 months.",True,2016-01-11T21:51:40.000+0000,False,False,005G0000002gyDHIAY,2016-01-08T22:38:34.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)852-0030,,jimjesmc@shaw.ca,(604)852-0086,,,,,,,,,,,,,,0.0,,0011600001l4ZKkAAM,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,1.0,0.0,0.0,,False,3737.0
5001600000mGPk8AAG,False,,00008899,003G000001IkVDpIAN,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Late Applicant Notification - 281464 Stronghold Technical GK,Medium,"Jan 22, 2016 - letter to waive late app received and exception made to add him without late app status.

Jan 8 2016 - received late app notice from Cheryl Clemons. Emailed PA cc Advisor on Jan 11 2016 to confirm.",True,2016-03-14T15:28:44.000+0000,False,False,005G0000002gyDHIAY,2016-01-11T21:58:45.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,,,russ.smart@insurancedirectcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3734.0
5001600000mGPrnAAG,False,,00008900,0030A0000029bqaQAA,0011600001lzPxTAAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Late Applicant - Enrolment Exception (One Time) Granted B.B.,Medium,"We have an employee that was with the company from June 2015 (prior to inception). There was confusion at enrolment as he also worked for another company with GWL, but wasn't on benefits yet. 
Long story short, his application and request to waive waiting period were completed late and also lost in the mail to Head Office. this was brought to our attention at the end of November. we have a one time exception to add his on the plan effective Jan 1, 2016 to avoid back premiums and maintain relationship with this new group and advisor.

Jan 11 2016 - waiting on signed letter from the PA confirming DOE and no disabilities pending.

Jan 19th - letter received and EE added effective Jan 1, 2016.",True,2016-03-14T15:22:52.000+0000,False,False,005G0000002gyDHIAY,2016-01-11T22:03:58.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(778)245-2262,,desiree@threesixtyfg.ca,,,,,,,,,,,,,,,0.0,,0011600001pzyW0AAI,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3734.0
5001600000mHN8wAAG,False,,00008901,003G0000018f7HWIAY,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Marketing materials - insufficient,Low,,True,2016-01-12T15:37:11.000+0000,False,False,005G0000002heHMIAY,2016-01-12T15:37:00.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780)940-4795,,charlie.sarnoski@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3733.0
5001600000mHfAOAA0,False,,00008902,0030A0000029ZbYQAU,001G000000wjNrGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Jan.12/16 - Severance Request,Medium,"Cert #xx KB

Extend Life, Health and dental from January 6 2016 to Feb 10 2016",True,2016-01-13T13:38:01.000+0000,False,False,005G0000002gy4AIAQ,2016-01-13T13:37:53.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(514)822-4270,,eric.robichaud@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,0011600001lUc6bAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3732.0
5001600000mHhV9AAK,False,,00008915,003G0000018f6lmIAA,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,July 27/15 - Severance Grandfathering Request,Medium,"Severance Grandfathering from ManuLife from HO.
Life, Health, Dental for HM from Sept. 1/15 to Sept. 23/15",True,2016-01-13T15:30:38.000+0000,False,False,005G0000002gy4AIAQ,2016-01-13T15:30:25.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)898-2565,(613) 898-2565,harry@deltorawealth.com,(613)823-0983,,,,,,,,,,,,,,0.0,,0011600001phSSTAA2,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3732.0
5001600000mZRVwAAO,False,,00008916,003G0000018f7VJIAY,001G000000urN1mIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,One Time Exception - Accept waiver of waiting period after 31 days,Medium,"New plan admin for Div 1 is Tom Richardson. He started Aug 10, 2015. His application was submitted months later to be effective on Nov 10, 2015, after the three month waiting period. 

It came to light with his first claim submission that his waiting period wasn't waived. There was some miscommunication along the line, and his benefits were supposed to start at hire and the advisor confirmed this was reported to them in August - something just went sideways along the way.

Due to advisor relationship and long term client status we made a one time exception to honor the waiver of the waiting period. This was completed on Jan 8, 2016.",True,2016-01-14T16:36:18.000+0000,False,False,005G0000002gyDHIAY,2016-01-14T16:35:58.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)788-8971,(604) 788-8971,shawn@vantageadvisory.ca,,,,,,,,,,,,,,,0.0,,0011600001lUizyAAC,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3731.0
5001600000mZWRVAA4,False,,00008917,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Jan. 14/16- 3 Severance Requests,Medium,"Cert #xx BC  
Extend Health and dental from January 12 2016 to January 11 2017

Cert #xx JC  
Extend Health and dental from January 12 2016 to January 11 2017

Cert #xxx TM  
Extend Health and dental from January 12 2016 to January 26 2016",True,2016-01-14T19:30:44.000+0000,False,False,005G0000002gy4AIAQ,2016-01-14T19:29:49.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUlxTAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3731.0
5001600000mZZuBAAW,False,,00008918,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#295069 - January 2016 - Exception beyond 4 month Rule,Medium,"Jan 14th, 2016:  Salary change made by Advisor office in error.  Request to correct back to April 1st, 2015. - Exeption granted by Maggie Pichette",True,2016-01-14T21:43:00.000+0000,False,False,005G0000002gxymIAA,2016-01-14T21:42:52.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001m1ZRgAAM,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3731.0
5001600000mZc4cAAC,False,,00008919,003G0000018f6yEIAQ,001G000000urMnRIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Possible opportunity of $350K in corporate assets - recommendation for corporate class,Medium,Must be conservative due to liquidity constraints around the corporate structure and partnership arrangements.,False,,False,False,00516000006Zms6AAC,2016-01-14T23:42:35.000+0000,00516000006Zms6AAC,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)764-6572,(604) 764-6572,michael@aingefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006Zms6AAC,,,,,,,1.0,0.0,0.0,,False,3731.0
5001600000mZgWGAA0,False,,00008920,003G0000018f7nEIAQ,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Life insurance needs,Medium,,True,2016-01-15T13:47:06.000+0000,False,False,005G0000002heHMIAY,2016-01-15T13:46:57.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780) 532-9510,(780) 831-8455,mike@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3730.0
5001600000mZge0AAC,False,,00008921,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Exception to Add two new Employees,Medium,"Jan 14, 2016:  Two employees were missed when the new group was set up.  There is a 24 month waiting period for New Employees and a Zero waiting period for existing employees.  The two employees were hired prior to the group becoming inforce.   We were able to get an exception to add them with a 24 month waiting period.  Approved by Sabrina Muzyka. Mg",True,2016-01-15T13:55:16.000+0000,False,False,005G0000002gxymIAA,2016-01-15T13:55:07.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,001G0000019ptunIAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3730.0
5001600000mZssxAAC,False,,00008934,003G000001IkVDpIAN,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Exception - Waive Late App Status,Medium,"Jan 15, 2016 Waived late app status for new EE GK. Letter sent to HO today via email to Cheryl Clemons.",True,2016-01-15T21:44:18.000+0000,False,False,005G0000002gyDHIAY,2016-01-15T21:44:10.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,,,russ.smart@insurancedirectcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUdNiAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3730.0
5001600000maCARAA2,False,,00008935,003G0000018f6nXIAQ,001G000000urMw3IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Gestion Charles Levesque,Medium,"Advisor wants to modify portfolio - clients finds his return in N series lacluster
Discussion around what could be done - keep n series vs transfert to H series impact on fees + gain/lost to evaluate",True,2016-01-29T15:47:47.000+0000,False,False,005G0000002gy8MIAQ,2016-01-18T15:23:48.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(418)741-3155,(581) 999-5555,jean.sayegh@sommetgf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,4.0,0.0,0.0,,False,3727.0
5001600000maCjMAAU,False,,00008936,0030A0000029XsyQAE,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax planning,Medium,Early stage meet and greet.,True,2016-01-18T15:55:10.000+0000,False,False,005G0000002heHMIAY,2016-01-18T15:55:03.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780)340-2189,,wei.chew@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3727.0
5001600000matjoAAA,False,,00008949,,001G000000urMsLIAU,,,,,,,,Closed - Responded,,Web,,Candidat Marc-André Giroux,Medium,,True,2016-11-10T15:33:35.000+0000,False,False,00516000006nRQ6AAM,2016-01-20T17:40:09.000+0000,00516000006nRQ6AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ6AAM,,,,,,,1.0,0.0,0.0,,False,3725.0
5001600000maueVAAQ,False,,00008950,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#287278 - January 2016 - Exception to Out of Country Coverage,Medium,"January 2016:  The dependent son of an employee is going to school outside of Canada and we were asked to extend the out of country trip limit to 180 days for this one person only from January 7th to June 27th, 2016.  Approved by Tara Nicholson and Erin Peters. Mg.",True,2016-01-20T18:12:33.000+0000,False,False,005G0000002gxymIAA,2016-01-20T18:12:25.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpyAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3725.0
5001600000mb6zuAAA,False,,00008963,003G000001B6XqsIAF,001G000000urN36IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Drug card Exception for ID#17,Medium,"Exception setup for ID #17 to allow 15 diabetic test strips/lancets per day effective Sept 30, 2015 (RX date) for one year (reasonable and custoomary is 6 strips per day). Notified advisor and confirmed that new prescription will be required in Sept 2016 if exception still required.",True,2016-01-21T13:31:16.000+0000,False,False,005G0000002gxytIAA,2016-01-21T13:31:03.000+0000,005G0000002gxytIAA,2016-01-21T13:31:16.000+0000,005G0000002gxytIAA,2018-10-05T23:37:18.000+0000,(613) 599-6100 x 225,(613) 408-1000,rgrecco@bairdbenefitsplus.com,,,,,,,,,,,,,,,0.0,,001G000001LbzevIAB,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3724.0
5001600000mb9gbAAA,False,,00008964,003G000001sRtymIAC,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,is Global Growth (Shari'ah compliant) a fund I can sell?,Medium,"Likely not - doesn't show on our list of approved fund companies available through our dealership

Showed her the Asset Transfer Index and asked her to get in touch with our Asset transfer Team just to be sure

Our ethics fund is an SRI fund, but not Shari'ah compliant.  It will park money in a bank, invest in banks, and possibly in companies selling pork",True,2016-01-21T15:42:26.000+0000,False,False,005G0000002gy7yIAA,2016-01-21T15:42:18.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,,(647) 982-2581,shalma.etwaree@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3724.0
5001600000mbBdUAAU,False,,00008965,003G000001D2DUPIA3,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Life Claim - 38,Medium,"Jan 21 - Sent Life Claim form to PA, Owner and Advisor. Note: the beneficiary on system was the daughter, but it was the wife looking to submit a claim.
Amount of Life benefit is $25,000.

Feb 22, 2016 - Life claim cheque sent to beneficiary via courier today. Advisor has been notified.",True,2016-02-22T20:04:59.000+0000,False,False,005G0000002gyDHIAY,2016-01-21T16:55:09.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(250) 586-0644,,thebenefitsguy@shaw.ca,(250) 951-2066,,,,,,,,,,,,,,0.0,,0011600001lUjNnAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3724.0
5001600000mbLRiAAM,False,,00008978,003G000001LIRoqIAH,001G000000urN1lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Prescription Exception,Medium,"Jan 21 2016
An employee has a PDD claim declined due to ASSURE having a limit of 6 tabs every 15 days. However, this ee has a prescription for 6 tabs every 6 days. Waiting to hear back from Drug Services on what we need to do to let it go through going forward.

Received confirmation of prescription wording required to code exception with Telus. This was done, and then the policy was terminated with GWL.",True,2016-03-14T15:23:47.000+0000,False,False,005G0000002gyDHIAY,2016-01-21T22:45:42.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604) 466-1046,,denise@simplifiedfinancial.ca,(604) 466-1057,,,,,,,,,,,,,,0.0,,001G000001Fn2KTIAZ,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3724.0
5001600000mbRs8AAE,False,,00008979,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Medium,Met with Tom and Dr. Ashenhurst to assist Tom in delivering a consulting report.  Client has not yet agreed to move his insurance business from another advisor.,True,2016-01-22T14:30:23.000+0000,False,False,005G0000002heHMIAY,2016-01-22T14:30:11.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3723.0
5001600000mbTJ4AAM,False,,00008980,003G0000018f6bhIAA,001G000000urMqsIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Spousal RRSP and deposit in 2015 by contributor.  Withdrawal taken now means what?,Medium,"Withdrawal is subject to w/h tax
Withdrawal means tax is attributable back to depositor, since 2015 deposit means you can't withdraw in 2015, 2016 or 2017 where the witdrawal is taxed to the lower income spouse

Strategy:  RRIF the account in 2016. Withdraw the min in 2017 (taxed to lower spouse and exces portion to higher tax spouse); then in 2018 all the money can come out and taxed to lower income spouse",True,2016-01-22T15:32:02.000+0000,False,False,005G0000002gy7yIAA,2016-01-22T15:31:53.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3723.0
5001600000mbZjNAAU,False,,00008981,0031600002G6ntBAAR,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,Email,,End Client Question,Medium,Ramsey needed to convert some US to CDn,False,,False,False,005G0000004fJyUIAU,2016-01-22T19:31:44.000+0000,005G0000004fJyUIAU,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(519) 650-8111,,ramsey.hanlon@freedom55financial.com,(519) 650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004fJyUIAU,,,701G0000000ybpEIAQ,,,,0.0,0.0,0.0,,False,3723.0
5001600000mc5YUAAY,False,,00008994,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Mimeault (WM),Medium,"Prepare annual review, cash flow strategy and rebalancing",True,2016-04-26T13:13:08.000+0000,False,False,005G0000002gy8MIAQ,2016-01-25T14:49:04.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,5.0,1.0,0.0,,False,3720.0
5001600000mc5yhAAA,False,,00008995,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,FORTIER MARCEL (WM),Medium,Annual review for client,True,2016-04-15T15:58:21.000+0000,False,False,005G0000002gy8MIAQ,2016-01-25T14:59:24.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,6.0,1.0,0.0,,False,3720.0
5001600000mcCCGAA2,False,,00008996,003G0000018f7VGIAY,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,CE credits,Medium,Question from Melody,True,2016-01-25T17:03:49.000+0000,False,False,005G0000002heHMIAY,2016-01-25T17:03:40.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(866) 624-0745,(780) 618-8826,rick@silfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3720.0
5001600000mcbfrAAA,False,,00009009,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,Re:  Ken Sargent,True,2016-01-26T14:35:28.000+0000,False,False,005G0000002heHMIAY,2016-01-26T14:35:20.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3719.0
5001600000mcqbGAAQ,False,,00009010,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,Canyon Plumbing,True,2016-01-26T21:31:53.000+0000,False,False,005G0000002heHMIAY,2016-01-26T21:31:43.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3719.0
5001600000mlRdhAAE,False,,00009011,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#287896  - February 2015 - Exception - Beyond the 4 Month Rule,Medium,February 2015 - Request to terminate two employees beyond the 4 month rule - back to May and March 2014 - Approved by N. Lambert,True,2016-01-27T16:20:02.000+0000,False,False,005G0000002gxymIAA,2016-01-27T16:19:52.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlnVAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3718.0
5001600000mlRjkAAE,False,,00009012,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#287896 - January 2016 - Exception - Beyond 4 Month Rule - Declined,Medium,"January 27th, 2016:  Requst to terminate an employee 6 months - request declined as there has already been a 'one-time' exception done last February 2015 - Declined by Maggie Pichette",True,2016-01-27T16:23:46.000+0000,False,False,005G0000002gxymIAA,2016-01-27T16:23:36.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlnVAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3718.0
5001600000mlfIaAAI,False,,00009013,003G000001h1tEjIAI,001G000000urMptIAE,,,,,,Life,,In Progress,,In Person,,Mike Daglish,Medium,"Went over case discussed the capital gains on sale of business,discussed 500 k of perm coverage to donate to YMCA to offset some gains on estate.",False,,False,False,00516000006nRQ8AAM,2016-01-28T02:10:17.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(519)494-9272,(519) 494-9272,scott@willowtreewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3718.0
5001600000mlw75AAA,False,,00009014,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxation of CI ROP,Medium,,True,2016-01-28T21:13:26.000+0000,False,False,005G0000002heHMIAY,2016-01-28T21:13:17.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3717.0
5001600000mlwATAAY,False,,00009015,003G0000018f6qmIAA,001G000000urMoXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,2017 LI Policies,Medium,,True,2016-01-28T21:15:39.000+0000,False,False,005G0000002heHMIAY,2016-01-28T21:15:31.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(587)525-6089,(587) 708-1406,hhenschel@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3717.0
5001600000mm7IYAAY,False,,00009017,0030A0000029lCrQAI,001G000000wjNrWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,New Group Premium,Medium,"Premium for this new group came back NSF.  I have notified the advisor that we need cert. cheque and that comp has been reversed, waiting to hear back on how to proceed.
Heard back from p/a Feb 4 she is in the DR will deal with the cancelled cheque when she returns on the 10th. 
Let advisor know that we will need a certified cheque in order to get this back on track so we just have to wait.
Feb 16, owner contacted me regarding the dbl payment GWL withdrew on the 15th, and why is was so different from what her advisor quoted her would be the monthly amount per employee per month. I let her know that I dont' know what was originall quoted however her advisor received a copy of the final quote and her bill shows the monthly amounts. Emailed bill to her and spoke with the advisor regarding her issues - he wasn't sure where she was getting the amounts from. I did send an email to him Feb 17th confirming that we still do need the certified chq to clear up the amount that is still owed. Feb 22 - the amount that was withdrawan on Feb 15 came back NSF as well, Group now owes $3496 via cert. cheque, must be paid by Feb 26th or group is termianting due to arrears. advisor is aware.",True,2016-02-22T13:25:55.000+0000,False,False,005G0000002gyAKIAY,2016-01-29T15:28:37.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902)468-3444,,john.macphail@investorsgroup.com,(902)468-2399,,,,,,,,,,,,,,0.0,,0011600001tiUzeAAE,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3716.0
5001600000mm9W8AAI,False,,00009018,0031600002ISWtIAAX,001G000000urMsLIAU,,,,,,Life,,Closed - Responded,,In Person,,Faire un suivi sur le dernier mois de ventes,Medium,,True,2016-08-01T19:35:43.000+0000,False,False,00516000006nRQ6AAM,2016-01-29T16:42:56.000+0000,00516000006nRQ6AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450) 928-1321 x4269,(514) 222-6358,mathieu.beaudoin@freedom55financial.com,(450) 928-1323,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ6AAM,,,,,,,0.0,0.0,0.0,,False,3716.0
5001600000mmB0YAAU,False,,00009019,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Premium Split,Medium,"Chris at Digby Clare asked that we change the premium split for all ee's of class 2 to 50/50 split.  This was not actually what they wanted.  Several emails went back and forth between client, myself and Cam Rolland.  Tonya at Digby Clare has gotten involved.  She has confirmed that we are to ignore any previous request and go back to premium split per their December's statement.",True,2016-02-04T18:40:03.000+0000,False,False,005G0000002gy7UIAQ,2016-01-29T17:31:48.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlexAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3716.0
5001600000mmCWVAA2,False,,00009020,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Coverage questions,Medium,"Couple of coverage questions from ee's re CPAP machines and cholostemy machines.  Went to GCCS, got the answers and client seems happy.",True,2016-02-04T18:40:25.000+0000,False,False,005G0000002gy7UIAQ,2016-01-29T18:21:52.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,0011600001sDLWxAAO,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3716.0
5001600000mmE3QAAU,False,,00009021,003G0000018f7TlIAI,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Exception,Medium,"Jan 29th:  Plan member submitted a change form to remove Dependent coverage back to April 1st, 2015 to Garth.  This was never rec'd by our office.
Rec'd approval to remove dependent coverage and bill the plan member clams that have been paid out since then.  Approved by Valerie Mackay. Mg.",True,2016-01-29T19:14:34.000+0000,False,False,005G0000002gxymIAA,2016-01-29T19:14:27.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 791-3677,,gbushfinancial@bell.net,,,,,,,,,,,,,,,0.0,,001G0000019pwcfIAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3716.0
5001600000mmIC7AAM,False,,00009035,0030A0000029ZtaQAE,001G000000urMvgIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,New immigrant eligibility for TFSA and RRSP,Medium,Query via Toby Graham,False,,False,False,005G0000002heHMIAY,2016-01-29T21:43:31.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780)702-9084,,chad@rtradvisory.com,(780)421-1305,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3716.0
5001600000mmafCAAQ,False,,00009072,003G0000018f7UmIAI,0011600001lUkVdAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia Payment for ID#12,Medium,"Rec'd request by Jen Burns to proceed with ex-gratia payment for major dental services in the amt of $1125 as an exception due to misunderstanding of dental work to be done by employee.

Jan 27th- rec'd confirmation that ex-gratia request approved and $900 (80% of $1125) to be paid out.  Advised Jen Burns who will advise ee.",True,2016-01-31T23:00:02.000+0000,False,False,005G0000002gxytIAA,2016-01-31T22:59:49.000+0000,005G0000002gxytIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)563-1281,ext 31,jburns@david-burns.com,(613)563-0443,,,,,,,,,,,,,,0.0,,0011600001m1ZolAAE,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3714.0
5001600000mn35xAAA,False,,00009085,0031600002EU6MSAA1,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Client has tripled his investment over 15 years owning Bell & TCP.  Not keen on changing,Medium,"Although Age 71, these 2 stocks alone may represent excess risk but client very pleased with amount of dividends and capital growth.

We dicussed how MF dividends, even if reinvested into more units, is none-the-less taxable that year if paid in a Non Reg.   Dividends paid into a fund inside an RRSP are not prone to taxation directly.  Withdrawals are taxed; not income earned inside the fund but that income when withdrawn does result in regular income tax",True,2016-02-02T14:17:33.000+0000,False,False,005G0000002gy7yIAA,2016-02-02T14:17:20.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(416)889-5488,(416) 889-5488,jon@jjtfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3712.0
5001600000mnDLWAA2,False,,00009086,003G0000018f6fyIAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Advisor as executor,Medium,,True,2016-02-02T20:03:46.000+0000,False,False,005G0000002heHMIAY,2016-02-02T20:03:36.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)261-4690,(403) 614-8811,reg.hill@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3712.0
5001600000mnUgEAAU,False,,00009088,003G000001B5o2UIAR,001G000000urMzUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Amendment Premium - not set up,Medium,"There was an amendment for this group eff jan 1 to change ownership and banking. h/o somehow neglected to set the banking info up, so the premium for Feb was taken out of the old owners account. Have been trying to get this rectified. The new banking has been set up however, we have been trying to get the premium for the old owner refunded electronically. The account manager has spoken to h/o and they are willing to make an exception but are looking for all the banking details all over again as they have since removed the old banking to add the new. 
Myself and the a/m are trying to get this informaiton to h/o to have this taken care of.
The advisor let us know this was being handled internally and to proceed with a withdrawal for March 1.",True,2016-02-05T16:20:27.000+0000,False,False,005G0000002gyAKIAY,2016-02-03T17:56:38.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902) 444-6222,(902) 222-6760,pmcdonald@mmgc.ca,(902) 820-3556,,,,,,,,,,,,,,0.0,,0011600001lUhY9AAK,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3711.0
5001600000mnXCHAA2,False,,00009089,003G0000018f7DGIAY,001G000000urMjXIAU,,,,,,,,In Progress,,Email,,Andrew Torres,Medium,"HNW, Case Consult with Doshi

High Level Planning with large Philanthropy case.",False,,False,False,00516000006nRRLAA2,2016-02-03T19:26:33.000+0000,00516000006nRRLAA2,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(647)349-7070,(647) 808-7700,elke@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3711.0
5001600000mnrnBAAQ,False,,00009090,003G0000018f6hmIAA,001G000000urMuyIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Complex Case,Medium,Spoke to Peter about Shannon.  I told him that although the stock has fallen in price I am not in a rush to panic sell.  The plan is to see what happens when she gets her tax assessment back and move forward from there.,True,2016-06-14T14:41:52.000+0000,False,False,005G0000004fJyUIAU,2016-02-04T19:47:43.000+0000,005G0000004fJyUIAU,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905)332-6633,,peter@c2inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004fJyUIAU,,,701G0000000ybpEIAQ,,,,0.0,0.0,0.0,,False,3710.0
5001600000mo5TWAAY,False,,00009115,0031600002MCVYnAAP,001G000000urMpbIAE,,,,,,Mutual Fund,,In Progress,,Phone,,T2033   front end back end load,High,spoke with Paul Feb 5/16 meeting with him Mon the 8th to review and complete the transferr transaction and dicuss front end back end,False,,False,False,00516000006nRQOAA2,2016-02-05T17:18:54.000+0000,00516000006nRQOAA2,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,,,paul.roushorne@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQOAA2,,,,,,,0.0,0.0,0.0,,False,3709.0
5001600000mo6bMAAQ,False,,00009116,0031600002MCbYqAAL,001G000000urMrDIAU,,,,,,Selectpac,,In Progress,,In Person,,New Group Benefits,Medium,Prospect Interested in group benefits for his company. Employee data sheet given with follow up meeting 4th week of Feb.,False,,False,False,00516000006lhhxAAA,2016-02-05T18:01:32.000+0000,00516000006lhhxAAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,,,may.tzur@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhxAAA,,,,,,,0.0,0.0,0.0,,False,3709.0
5001600000moBbHAAU,False,,00009117,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Open Enrollment - Feb 1, 2016",Medium,"Open enrollment approved to add the following 2 employees:

Maria-Fernanda Gutierrez Garcia Lopez – DOB:  24 nov 1976 ; DOE : Feb 9, 2015
Gislaine Cristina Silva De Moraes – DOB:  16 mai 1981; DOE: August 18, 2015

Feb 2nd - rec'd orig applications and submission sen to HO for processing.",True,2016-02-11T13:55:54.000+0000,False,False,005G0000002gxytIAA,2016-02-05T21:20:28.000+0000,005G0000002gxytIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlLxAAK,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3709.0
5001600000mobtaAAA,False,,00009118,003G000001MoKmeIAF,001G000000urMptIAE,,,,,,,,Closed - Responded,,In Person,,Meeting to Discuss Objections to Initial Appointments,Low,"Met with Spiro to discuss objections he was receiving to getting first appointments. Went over his approach which included a lot of product detail. He said most of the people he was contacting were referrals from current clients. Suggested that he took more of a soft approach and kept it short and sweet. Talk about how he helped the referral source and how the referral may benefit from sitting down with him. Also suggested that he use RRSP season as a foot in the door and provided him with email templates to use, as well as using our mortgage prodcut as a way in. Mentioned there are tons of cross-sell opportunities from selling a mortgage, ie. personal life and CI/DI insurance. Discussed the difference between individual life and mtg insurance - Spiro was unaware that mortgage insurance claims were underwritten at time of claim Will follow up this week to see if he has had any success with any of the suggestions/tools provided.",True,2016-02-08T18:41:15.000+0000,False,False,00516000006lf0LAAQ,2016-02-08T18:38:40.000+0000,00516000006lf0LAAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(519) 435-6388,,spiro.papadatos@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lf0LAAQ,,,,,,,2.0,0.0,0.0,,False,3706.0
5001600000moo9TAAQ,False,,00009119,003G000001C4K4xIAF,001G000000wjlokIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dependent Life Claim - ID#1,Medium,"Rec'd Dependent Life Claim cheque from HO for ID#1 for her spouse.  Contacted advisor to confirm how he would like the life claim chq delivered.

Feb 9th- heard back from Jean-Guy Lemire - he asked that we courier chq directly to the client. DONE",True,2016-02-11T13:56:33.000+0000,False,False,005G0000002gxytIAA,2016-02-09T13:52:00.000+0000,005G0000002gxytIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613) 789-7550,(613) 558-8505,jglemire@beaudry-deschatelets.com,,,,,,,,,,,,,,,0.0,,001G000001i3FTnIAM,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3705.0
5001600000moov2AAA,False,,00009120,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Feb. 9/16 Severance Request,Medium,"Severance

Please process

Cert #xx  SS
Extend LTD and STD from Feb 2 2016 to Feb 16 2016
Extend Life, Health and dental from Feb 2 2016 to March 8 2016",True,2016-02-09T14:29:30.000+0000,False,False,005G0000002gy4AIAQ,2016-02-09T14:29:23.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkU7AAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3705.0
5001600000mozNQAAY,False,,00009121,003G0000018f789IAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Non compliant Purchase - risk exceeded,High,"Client depositing money into same 4 funds he already owns, but the deposit into Resource Fund is now 11.4% of Plan value.
Plan is MEDIUM RISK so the Resource fund being High Risk is putting KYC offside

Hasan doing an UPDATE, and much of the form can be ""N/A"" as an update has different requirements than a New plan has concerning how KYC is completed",True,2016-02-09T20:45:30.000+0000,False,False,005G0000002gy7yIAA,2016-02-09T20:45:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905)616-8632,(905) 616-8632,hasan@credentialfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3705.0
5001600000mozPgAAI,False,,00009122,003G0000018f71sIAA,001G000000urMqrIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Can Todd process an EFT by completing it without client signature. He has a TA,Medium,I dont think so - copied Becky McArthur on his email.,True,2016-02-09T20:46:50.000+0000,False,False,005G0000002gy7yIAA,2016-02-09T20:46:46.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905)277-1234,(647) 222-1404,trideout@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3705.0
5001600000mp12tAAA,False,,00009123,003G000001NrkkkIAB,001G000000urMjXIAU,,,,,,Life,,In Progress,,In Person,,BNI Home Stager Juvenile PAR,Medium,Mark has been meeting with this client for quite some time. He was informed today that she will be moving ahead with two Juvenile par policies for her children. Total premium to be in the $4k range.,False,,False,False,00516000006lhi3AAA,2016-02-09T21:45:45.000+0000,00516000006lhi3AAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905)821-8224,(905) 926-0031,ritcey@haunnlanders.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi3AAA,,,,,,,0.0,0.0,0.0,,False,3705.0
5001600000mp18DAAQ,False,,00009124,003G000001NrkkkIAB,001G000000urMjXIAU,,,,,,,,In Progress,,In Person,,Real Estate Agent DI Case,Medium,"Mark did a seminar today for several real estate agents that he met in his BNI group. We have discussed the results of the presentation with Mike Pilz. Looks like one immediate case and potentially 3.

1) 44 year F NS $100k/year after expenses. Looking at $4800 of Prof DI 2A. Premium roughly $398 per month. Potentially reduced to $358 per month if two of her co-workers end up going through process.

2) two approx 50 year M NS who work at same firm are considering disability as they currently do not have any coverage. Cost will be a factor.",False,,False,False,00516000006lhi3AAA,2016-02-09T21:49:33.000+0000,00516000006lhi3AAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905)821-8224,(905) 926-0031,ritcey@haunnlanders.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi3AAA,,,,,,,0.0,0.0,0.0,,False,3705.0
5001600000mp4jhAAA,False,,00009137,003G0000018f7COIAY,001G000000urMsMIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Complex Case,Medium,rebalance account + transfert to H series + series 1 if possible,True,2016-03-29T17:25:47.000+0000,False,False,005G0000002gy8MIAQ,2016-02-10T01:56:56.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Presentation,2.0,0.0,0.0,,False,3705.0
5001600000mp9LuAAI,False,,00009138,003G0000018f7KrIAI,001G000000urMjXIAU,,,,,,,,In Progress,,In Person,,CRM company wlrp,Medium,"jarett working with Diane wilburg on potential wlrp for business owner/managers who currently do not have any ltd in place. 
Clients averse to insurance despite the fact they are each earning in the 400k range.

Potential for Erpmdown the road",False,,False,False,00516000006lhi3AAA,2016-02-10T14:43:43.000+0000,00516000006lhi3AAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(647)655-6589,(647) 268-6961,hello@springrocc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi3AAA,,,,,,,0.0,0.0,0.0,,False,3704.0
5001600000mpE3iAAE,False,,00009139,003G0000018f6cQIAQ,001G000000urMvVIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Survivor Benefits,Medium,"Owner of company has Survivor benefits - which end Oct 2016 with GWL. This group terminated Nov 2015. This owner/employee has since been having issues with getting his claims assessed properly. They continuously are being declined and in turn the advisor contacts us and I go to GCCS to get them assessed correctly but this is happening all the time and becoming more of a hassle. The advisor sent an email today (Feb 10) regarding this issue and wanting a resolution ASAP, as well as an apology letter for the inconvenience this has caused. I have sent this to a supervisor in GCCS to look into. Awaiting to hear back.
Heard back from GCCS Feb 10th, claims have been reassessed and paid out - letter of apology requested from BPO. As well, the supervisior in GCCS has sent an email along requesting the employees claims be handled by one examiner to eliminate this problem. Informed advisor of this and waiting to hear back.
Feb 16 - heard back from GCCS they have set up the BEN so that all claims will be handled by the same adjuster going forward and apology letter was sent to client Monday FEb 15. I have let ther advisors office know this.",True,2016-02-16T12:13:48.000+0000,False,False,005G0000002gyAKIAY,2016-02-10T17:58:18.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902)425-8223,(902) 430-5716,rob.healy@healyfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000001co5m2IAA,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3704.0
5001600000mpQCEAA2,False,,00009140,003G000001F3I9GIAV,001G000000urMzGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Premium Refund,Medium,"Ee was added back in May with family coverage - named child as bene. Advisor emailed me in Sept asking why he was set up with family coverage, I explained the reason - told him we need change form to waive for dep. In response the client advised that he has no contact with this child or their mother and wanted to partial waive. I received the exception from h/o to do so and requested the signed letter from the ee, advising that he understands in the future any dep to be added will be considered late. 
The letter was emailed to me on Dec 4 however h/o needed the original. Original was received and sent to h/o. H/o informed that they got the waiver letter (Dec 10) and were going back using the 4 month rule, which would be Aug 10. 
Client feels that since they originally advised me of this in Sept, we should be going back 4 months from then and that would be May (date ee was added). They feel this is GWL fault, since the ee didn't add the child as a dep, just a bene.
I have sent an email to Inforce to see if there is anything we can do but did speak with the advisor and let him know that the client too has to take some responsibility as well as the timing of getting everything to me plays a part. Awaiting to hear from h/o.
H/o advised that they are not willing to budge on the credit. The ee stated he had a depedent on his app and that going back 4 months was the exception since they normally use the date of signature on the waiver letter as the effective date and in this case would've been Nov 30, 2015. Email was sent to advisor.",True,2016-02-11T17:56:45.000+0000,False,False,005G0000002gyAKIAY,2016-02-11T12:49:02.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902) 422-2818,,,(902) 422-2040,,,,,,,,,,,,,,0.0,,001G0000014JwD7IAK,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3703.0
5001600000mpQm7AAE,False,,00009141,0030A0000029lLoQAI,001G000000wjgJOIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dependent LIfe Claim - ID#3,Medium,"Feb 11th - Rec';d dependent life claim cheque due to the death of spouse of ID#3
sent email to advisor, Mike Fraser, to confirm if he would like to deliver or have us send out.  Waiting to hear back.

Feb 11th- as per advisor, he will deliver next week when the Jeff Hurrle) client is back from vacation.

Feb 19th - advisor picked up cheque and delivered to client.",True,2016-02-22T13:38:03.000+0000,False,False,005G0000002gxytIAA,2016-02-11T13:53:28.000+0000,005G0000002gxytIAA,2024-07-18T13:46:55.000+0000,0055o0000019VX9AAM,2024-07-18T13:46:55.000+0000,(613)297-1197,(613) 297-1197,mfraser@ashworthassociates.ca,,,,,,,,,,,,,,,0.0,,001G000001itx0KIAQ,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3703.0
5001600000nIvDVAA0,False,,00009142,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Feb.11/16- Severance Request Extension,Medium,"Cert #xx CB.  
Extend Health and dental from January 12 2016 to February 11 2017",True,2016-02-11T18:45:08.000+0000,False,False,005G0000002gy4AIAQ,2016-02-11T18:44:59.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUlxTAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3703.0
5001600000nJ1E5AAK,False,,00009143,003G0000018f7M7IAI,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,End Client Question,Medium,Client is going to imput 200K in the market - wants to verify asset allocation if there needs to be any changes,True,2016-03-29T17:28:35.000+0000,False,False,005G0000002gy8MIAQ,2016-02-11T23:10:45.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(418)930-5939,(418) 930-5939,info@sfgmi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Quotation,1.0,0.0,0.0,,False,3703.0
5001600000nJAaqAAG,False,,00009156,003G0000029n0bTIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Dependant Life Claim,High,Dependant child passed away this week.  client is needing life claim report.  I also notice this was the only dependant listed for this client so emailed along a change form to change her status to single.,True,2016-02-12T17:35:20.000+0000,False,False,005G0000002gy7UIAQ,2016-02-12T17:35:08.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902)422-1631,(902) 488-8836,martin@nationalwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001pKdIiAAK,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3702.0
5001600000nJAfWAAW,False,,00009157,003G000001D4kkoIAB,001G000000xO1L9IAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Arrears,High,client had server problems for a couple of months and did not realize their accountant was not rec'ing bills.  Accountant was not paying the bill and hterefore claims have been suspended.  Client sent a payment this week to Winnipeg.  Len has asked that we release claims ASAP.,True,2016-04-29T12:28:24.000+0000,False,False,005G0000002gy7UIAQ,2016-02-12T17:37:19.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(709) 579-2133,(709) 685-9800,lsturge@tri-plan.com,,,,,,,,,,,,,,,0.0,,0011600001l4YQzAAM,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3702.0
5001600000nJAs1AAG,False,,00009158,003G0000018f7bbIAA,001G000000urN9eIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,DROLET (WM),Medium,Jean-Philippe has competition in the Drolet family from RBC. He would like to regroup all the assets that the family has in the priviled series even the one that are not living in the bi-genrationnal,True,2016-02-12T17:57:42.000+0000,False,False,005G0000002gy8MIAQ,2016-02-12T17:45:17.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(450)233-7773X255,(514) 704-7332,jplalande@phisof.ca,(579)720-7332,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Quotation,3.0,0.0,0.0,,False,3702.0
5001600000nJDBtAAO,False,,00009159,003G000001cQtbNIAS,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Insured Asset Transfer,Medium,,True,2016-02-12T19:18:09.000+0000,False,False,005G0000002heHMIAY,2016-02-12T19:18:02.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780)604-3711,(780) 604-3711,info@melaniecheekfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3702.0
5001600000nJDJEAA4,False,,00009160,003G0000018f7OTIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Client converted term policy to permanent,Medium,$1000/yr premium,True,2016-02-12T19:23:56.000+0000,False,False,005G0000002heHMIAY,2016-02-12T19:23:48.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3702.0
5001600000nJDiEAAW,False,,00009161,003G0000018f6e7IAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Medium,All contact via Phil Frankling,True,2016-02-12T19:38:36.000+0000,False,False,005G0000002heHMIAY,2016-02-12T19:38:30.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(587)226-5378,(587) 226-5378,gary.regel@restorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3702.0
5001600000nJE4yAAG,False,,00009162,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,"Review Wills, EPAs and PDs",Medium,Paschinski,True,2016-02-12T19:53:59.000+0000,False,False,005G0000002heHMIAY,2016-02-12T19:53:06.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3702.0
5001600000nJE8lAAG,False,,00009163,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,Van Dresar,True,2016-02-12T20:00:34.000+0000,False,False,005G0000002heHMIAY,2016-02-12T19:55:42.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3702.0
5001600000nJEHTAA4,False,,00009164,003G0000018f6qmIAA,001G000000urMoXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Transfer of LI,Medium,,True,2016-02-12T20:01:29.000+0000,False,False,005G0000002heHMIAY,2016-02-12T20:01:21.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(587)525-6089,(587) 708-1406,hhenschel@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3702.0
5001600000nJKYaAAO,False,,00009165,0031600002MCbXEAA1,001G000000urMquIAE,,,,,,Selectpac,,More Information Required,,In Person,,Pvx plus technologies,Medium,10 person group. Currently with the board of commerce. Long time relationship of Blair's. Technology firm selling software in Markham.,False,,False,False,00516000006lhhmAAA,2016-02-13T04:36:13.000+0000,00516000006lhhmAAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(647)668-3504,(416) 930-6245,blair@mccalmont-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhmAAA,,,,,,,0.0,0.0,0.0,,False,3702.0
5001600000nJROIAA4,False,,00009166,003G0000018f7NbIAI,001G000000urMrJIAU,,,,,,Life,,In Progress,,In Person,,Walton JLTD to cover estate shrinkage,High,Showed the couple their estate shrinkage and recommended a JLTD policy to cover the extra taxes.,False,,False,False,00516000006nRQ9AAM,2016-02-14T14:47:37.000+0000,00516000006nRQ9AAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,905-475-0122,,peter.kanellopoulos@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ9AAM,,,,,,,1.0,0.0,0.0,,False,3700.0
5001600000nJtcoAAC,False,,00009167,003G000001B4cmfIAB,001G000000vlkn4IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,EX-GRATIA POUR  DRAZIN,True,2016-02-16T17:28:54.000+0000,False,False,005G0000002gxzsIAA,2016-02-16T17:27:56.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(514) 486-5757,(514) 941-4150,leslie@assurancegal.com,(514) 486-5944,,,,,,,,,,,,,,0.0,,0011600001lUjLUAA0,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3698.0
5001600000nK1MRAA0,False,,00009168,003G0000018f6R0IAI,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Term conversion opportunity for existing client M. Jackson,Medium,Kelsey is proposing conversion or a lapsing term rider to par or new coverage,True,2017-11-03T20:59:56.000+0000,False,False,00516000006lERPAA2,2016-02-16T21:36:31.000+0000,00516000006lERPAA2,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)903-2114,(778) 847-5181,kelsey@smartinvestments.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lERPAA2,,,70116000000oiWrAAI,,,Presentation,0.0,0.0,0.0,,False,3698.0
5001600000nKBYnAAO,False,,00009169,003G0000018f6hpIAA,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,US tax planning,Medium,,True,2016-02-17T15:46:08.000+0000,False,False,005G0000002heHMIAY,2016-02-17T15:46:00.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,403-329-6220,,tyler@coxfinancialgroup.ca,(403) 320-7720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3697.0
5001600000nKBbwAAG,False,,00009170,003G0000018f7QGIAY,001G000000urMxkIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,LI and estate planning,Medium,,True,2016-02-17T15:47:47.000+0000,False,False,005G0000002heHMIAY,2016-02-17T15:47:40.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780) 450-3888,,marek@gryphonbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3697.0
5001600000nKBk5AAG,False,,00009171,0035o000003JUFSAA4,001G000000urMxyIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate Asset Transfer tool,Medium,,True,2016-02-17T15:52:02.000+0000,False,False,005G0000002heHMIAY,2016-02-17T15:51:56.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(888)518-2682,,john@vanta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3697.0
5001600000nKULhAAO,False,,00009172,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#277224 - February 18th, 2016 - Ex-Gratia Request",Medium,Feb 18th:  David requesting an ex-gratia in the amount of $85.00 from a June 2013 claim that was declined as we do not cover consutlation fees.,True,2016-02-18T13:20:28.000+0000,False,False,005G0000002gxymIAA,2016-02-18T13:20:20.000+0000,005G0000002gxymIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpnAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,1.0,0.0,0.0,,False,3696.0
5001600000nKX5cAAG,False,,00009173,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Taxable Benefit Report,High,Chris needs an up to day taxable ben report which shows the breakdown per ee retroactive to the premium split changes they made.  HO is working on this.,True,2016-04-29T12:28:42.000+0000,False,False,005G0000002gy7UIAQ,2016-02-18T15:05:02.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlexAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3696.0
5001600000nKXAXAA4,False,,00009174,003G0000018f7k6IAA,001G000000urMzRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Death claim for Carolyn Fifield,Medium,Jim and Sharon have inquired on this claim.  Claim has been processed.  Barb should have cheque Feb 18. LifeQuest will be delivering to Dr. Fifield.,True,2016-02-24T14:58:47.000+0000,False,False,005G0000002gy7UIAQ,2016-02-18T15:06:53.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902)446-3900,(902) 222-1346,sharon@lifequestfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjsOAAS,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3696.0
5001600000nKaWvAAK,False,,00009175,0031600002NUL3mAAH,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,SB Comments section show NON COMPLIANT (2 issues to correct),Medium,"Sent Julio Luis an email today outlining the fax was received but they have noticed 2 issues that must be corrected.

One was an ommission of variable or fixed rate that was selected inside POS but not selected on the App",True,2016-02-18T16:40:56.000+0000,False,False,005G0000002gy7yIAA,2016-02-18T16:40:48.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905)276-1177,(416) 678-2916,julioluis.anopol@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3696.0
5001600000nKgxuAAC,False,,00009176,003G000001Yjx09IAB,001G000001gPe47IAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Open Enrollment,Medium,"Sent request for Open enrollment to add 8 late employees.  New ownership, and so they are cleaning up the group.

02/26 - HO approved Open enrollment.  Waiting on amendment letter signed to send everything up together, effective date to be March 15/16",True,2016-03-07T13:06:15.000+0000,False,False,005G0000002hmpgIAA,2016-02-18T19:34:31.000+0000,005G0000002hmpgIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(506) 452-6871,,sheilaking@planyourbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlgHAAS,0.0,False,,,,,,005G0000002hmpgIAA,,,,,,,0.0,0.0,0.0,,False,3696.0
5001600000nKvgBAAS,False,,00009177,003G0000018f6vCIAQ,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Taxation of LI,Medium,,True,2016-02-19T14:53:53.000+0000,False,False,005G0000002heHMIAY,2016-02-19T14:53:45.000+0000,005G0000002heHMIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(780)975-3637,(780) 975-3637,kevin@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3695.0
5001600000nLTn2AAG,False,,00009202,0030A0000029mh6QAA,001G000000xMc44IAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,MRP Estimate for surgery of daughter of ID#4,Medium,"rec'd email from client (ID#4) asking what, if any, of a surgery required by daughter would be covered under base plan and/or MRP.  Sent requesst to M&DS for review.  

Feb 18, 2016 - M&DS confirmed the following:

All services listed in the Breakdown of Slimband Procedure Costs (Total: $16,000.00) are eligible for reimbursement under the MRP.   I should have mentioned that the hospital stay (see possible additional costs) may also be considered under the base plan’s hospital benefit, and is also considered an eligible expense under the MRP.

Have notified client so that they are aware.",True,2016-02-22T14:09:38.000+0000,False,False,005G0000002gxytIAA,2016-02-22T14:09:15.000+0000,005G0000002gxytIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)938-9624,,rb@brunetinsurance.ca,(613)938-9638,,,,,,,,,,,,,,0.0,,0011600001lUlxEAAS,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3692.0
5001600000nLU2HAAW,False,,00009203,0030A0000029oYVQAY,001G000000wjNrCIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,This group may delete their ltd benefit. Not happy with claims issues,Medium,"February 19/16
Jeff and I met with this group (Mary and Franco) to discuss issues about claiming re; the ltd.  They are going to talk with Earl ( owner) to see if they really should keep this benefit.  In conversations it appears that alot of their employees may not fulfill the 7 month seasonal work rule.
April 1/16-- they have decided to terminate the ltd benefit.",True,2016-03-29T14:15:28.000+0000,False,False,005G0000002gy4FIAQ,2016-02-22T14:18:54.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(613)723-7200,613 724 8210,franco.caminiti@ig.ca,(613)723-0158,,,,,,,,,,,Other,,,0.0,,0011600001nUQU5AAO,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3692.0
5001600000nLfT4AAK,False,,00009204,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Feb. 22/16- Severance Request,Medium,"Please process

Cert #x  AS

Extend all benefits from Feb 8 2016 to Feb 22 2016",True,2016-02-22T20:04:51.000+0000,False,False,005G0000002gy4AIAQ,2016-02-22T20:04:43.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001qyicYAAQ,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3692.0
5001600000nLqIgAAK,False,,00009205,003G0000018f82KIAQ,001G000000urN2qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,adding Welcome Plan - March 1/16,Medium,,True,2016-02-23T14:20:11.000+0000,False,False,005G0000002gy4FIAQ,2016-02-23T14:19:57.000+0000,005G0000002gy4FIAQ,2016-02-23T14:20:11.000+0000,005G0000002gy4FIAQ,2016-02-23T14:20:11.000+0000,,(613) 851-6600,armstrong.richard61@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUgI7AAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3691.0
5001600000nM9ThAAK,False,,00009206,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Outstanding ortho claims,Medium,"March 7 - Janyt and I have been playing telephone tag.  She does not have a computer or fax so telephone is the only way to reach her.  The dental office information sent for the claim in question indicates that it was a duplicate.  In order to have this assessed properly the dental office must submit the correct information.

Janyt Spencer's daugther ortho claims have never been paid out properly.  I have asked the dental office to fax me a complete list of treatments dates and what was billed.  This is being sent along to GCCS Feb 24 for review.",True,2016-04-29T12:29:35.000+0000,False,False,005G0000002gy7UIAQ,2016-02-24T13:55:23.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,001G000001LA5duIAD,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3690.0
5001600000nM9mKAAS,False,,00009207,003G0000018f7k3IAA,001G0000014H8xrIAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,MRP Claim issue,Medium,"April 25 - claim is still not paid.  GWL system has a glitch that caps the MRP at old max.  Amendment was processed in the fall to increase the MRP amount.  Systems has to correct it and then the claim has to be reassessed.  As of today, April 29 there is still no resolve

EE is listed on our system as having other coverage through BC. Sue is confirming this to not be true at which time we will update our system.  MRP claim is being held up as Claims is waiting for EOB from BC.",True,2016-09-16T14:11:19.000+0000,False,False,005G0000002gy7UIAQ,2016-02-24T14:11:07.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(902) 222-7183,(902) 222-7183,sue@slhbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUhXHAA0,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3690.0
5001600000nMWTrAAO,False,,00009208,003G000001wuoGAIAY,001G000000urMqQIAU,,,,,,Segregated Fund,,Closed - Responded,,In Person,,RRSP Rollover,High,"Client opportunity to rollover 300,000 from Raymond James.  Client appointment scheduled.",True,2016-09-16T15:27:54.000+0000,False,False,00516000006nRRAAA2,2016-02-25T15:38:13.000+0000,00516000006nRRAAA2,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905) 682-2651,,john.eriksson@freedom55financial.com,(905) 682-5949,,,,,,,,,,RBC,RBC,,,0.0,,,0.0,False,,,,,,00516000006nRRAAA2,,,,,,,0.0,0.0,0.0,,False,3689.0
5001600000nMdYjAAK,False,,00009209,003G0000018f6aPIAQ,001G000000urMqrIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Opening an RDSP for a client,Medium,"Provided an email of the program, and how to use mackenzie to do this
Also the T2200 to apply for the DTC",True,2016-02-25T19:19:53.000+0000,False,False,005G0000002gy7yIAA,2016-02-25T19:19:46.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(905)277-1234,(905) 467-3090,peter.bekker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3689.0
5001600000nMtjmAAC,False,,00009210,003G0000018f6SPIAY,001G000000urMp9IAE,,,,,,Life,,In Progress,,In Person,,Large Premium Case,High,"$100,000 Life premium Gwl Whole Life
for assets to hold co",False,,False,False,00516000006nRPrAAM,2016-02-26T16:53:16.000+0000,00516000006nRPrAAM,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(705)574-0579X224,(705) 941-8099,a.deluco@glweathssm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPrAAM,,,,,,,0.0,0.0,0.0,,False,3688.0
5001600000nMvGSAA0,False,,00009211,0031600002B7w4IAAR,0011600001lUjM5AAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,STD Claim - DIVISION 1,High,"March 28 - Closing Case. EE is OK and can manage claim. Bad news is a subsequent diagnosis so claim may need to stay open or be re-opened down the road.


March 14, 2015 - Claim has been completed (approved) and case manager is Rhonda Paquette. Have let advisor and PA know.

Mar 1 2016 - The claim has been set up and forwarded to the Case Manager to be assessed.   I should hear something next week.  Updated Advisor assistant.

An employee is hospitalized and not conscious. We have had all the forms completed, minus the EE signature. We have asked the DMSO to keep us in the loop so we can assist with the claim going through and looping in the PA to obtain additional med info if required.",True,2016-03-14T15:25:03.000+0000,False,False,005G0000002gyDHIAY,2016-02-26T17:47:55.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:39.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:39.000+0000,(604)888-2206,,lwideman@mudbaydrilling.com,,,,,,,,,,,,,,,0.0,,0011600001lUjM5AAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3688.0
5001600000nMxMmAAK,False,,00009212,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax planning,Medium,"Rob Lavoie, AirTerra (charcoal/manure fertilizer)
Early stage business.  No sales opportunity.",True,2016-02-26T19:03:07.000+0000,False,False,005G0000002heHMIAY,2016-02-26T19:02:59.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3688.0
5001600000nN18yAAC,False,,00009213,0030A0000029WPgQAM,001G000000wjNqNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,"MRP claims $30,000",Medium,"The cilent submitted a claim over $30,000.  He was advised only $21,000 was covered.  He sent in a cheque for $21,000.  He received a letter advisring him the full amount is eligble and he need to submit another $8,000.  he mailed the cheque.  Claims is just waitng for this cheque to arrive, then they can process the claim.

The second cheque was received March 9th. Claim was processed.",True,2016-04-13T12:59:03.000+0000,False,False,005G0000002gy6GIAQ,2016-02-26T21:17:43.000+0000,005G0000002gy6GIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)847-7776,,roger.normandeau@investorsgroup.com,(905)847-1082,,,,,,,,,,,,,,0.0,,0011600001lUfltAAC,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3688.0
5001600000nN1ZBAA0,False,,00009214,003G0000018f7TWIAY,001G000000urN3FIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,June 1/16-   Feb. 26/16- Ex-Gratia,Medium,"For IM (id x) and spouse KM, A device is used for the treatment of corneal blindness.  They followed the correct process and contacted Great-West Life Client Services to access coverage before the treatment and were encouraged that there would be coverage.  
June 1/16-  the was approved for ex-gratia payment today.",True,2016-03-09T23:21:59.000+0000,False,False,005G0000002gy4AIAQ,2016-02-26T21:36:33.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)271-0555,(613) 290-1287,john@jdlfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUf83AAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3688.0
5001600000ne4x5AAA,False,,00009227,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#293484 - Feb 26th, 2016:  Head Office Exception",Medium,"Accepting a PAD form without 'proper' back-up (void chq or notice from bank)
Trudy Rougeau - I spoke with my supervisor Erin Peters about this and as it clearly states on the form that we require a copy of a void cheque so we can double check that all the number on our forms are correct and that the bank account is a chequing account and belongs to the correct policyholder. The advisor being Platinum Club shows that he should know what we expect with the PAD forms. I will make the exception this one time for Mr. McCulloch but in future he needs to know we require either a void cheque or a letter from the bank with the 3 numbers we require for the setting up of the EFT as for any of the PAD rejections from our clients we do not pass on the banking charges we receive for these rejections to our clients. I am just heading out on vacation now and will set this up on EFT when I get back on March 7 for the April 2 withdrawal date.",True,2016-02-29T12:52:59.000+0000,False,False,005G0000002gxymIAA,2016-02-29T12:52:52.000+0000,005G0000002gxymIAA,2017-01-10T03:09:43.000+0000,005G0000002gxymIAA,2018-10-05T23:37:18.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001dtGBQIA2,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3685.0
5001600000ne8YEAAY,False,,00009228,003G0000018f7MsIAI,001G000000urMt8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Dave MacKenzie,Medium,ID 7 would like spouse changed to Jasmine Teasdale.  Change form has been requested.,True,2016-09-16T14:13:08.000+0000,False,False,005G0000002gy7UIAQ,2016-02-29T15:46:48.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(902)625-1100,(902) 623-0780,rodney@maritimewealth.com,(902)625-1122,,,,,,,,,,,,,,0.0,,0011600001lUlL7AAK,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3685.0
5001600000neoaiAAA,False,,00009253,003G0000018f7WTIAY,001G000000urN1qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Request for Brand Name Drug Coverage,Medium,"March 14, 2016 - After some research it turns out we had approved the request for brand name drug already. An exception was made to process without requiring a signed claim form for resubmission. Payment was issue to employee last week.


Owner purchased a prescription for a brand name drug and we only covered the generic at the till.
We require the Request for brand name drug form to adjudicate the difference. Sent the form to advisor March 2 and asked for a copy to sent to me so I can attach to receipt and resubmit.",True,2016-03-14T15:26:29.000+0000,False,False,005G0000002gyDHIAY,2016-03-02T16:29:49.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604) 971-5057,,mike@mgmfinancial.com,(604) 986-3491,,,,,,,,,,,,,,0.0,,0011600001smBqGAAU,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3683.0
5001600000nf6VQAAY,False,,00009254,003G0000029mxnzIAA,001G000000urMrYIAU,,,,,,Life,,In Progress,,In Person,,Life case,Low,Term policy.,False,,False,False,00516000006nRPtAAM,2016-03-03T16:17:09.000+0000,00516000006nRPtAAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,705-745-1324,,emily.keating@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPtAAM,,,,,,,0.0,0.0,0.0,,False,3682.0
5001600000nfqLHAAY,False,,00009339,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Jasen Purdy,Medium,Jasen's coverage is to change to single.  The credit will be $730.00.  Janyt Spencer and I have been playing telephone tag so I can give her this information.  She does not have fax or computer so I had to mail the change form to her for Jasen and to date we still await it back.  If she could just fax it somehow we coudl get it processed.,True,2016-04-29T12:43:33.000+0000,False,False,005G0000002gy7UIAQ,2016-03-07T12:39:26.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,001G000001LA5duIAD,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3678.0
5001600000nfrFFAAY,False,,00009340,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia Request - ID #4,Medium,"request submitted for ex-gratia payment in amt of $210,93 for drug claims not pd.

March 14th- exgratia approved.  Notified advisor.",True,2016-03-21T22:16:33.000+0000,False,False,005G0000002gxytIAA,2016-03-07T13:58:23.000+0000,005G0000002gxytIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUdonAAC,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3678.0
5001600000nfvXAAAY,False,,00009342,003G000001ZfHw4IAF,001G000000urMqVIAU,,,,,,Selectpac,,In Progress,,In Person,,Group opportunity with a Para provider,Low,Quick discussion about a BD opportunity.  Advice given on how to proceed.   No follow up necessary,False,,False,False,00516000006nRRLAA2,2016-03-07T16:39:34.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416) 366-2971 x7444,,michael.bennett@freedom55financial.com,(416) 366-7489,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3678.0
5001600000nfvXZAAY,False,,00009343,0031600002ISjN4AAL,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Opening 2nd account for client on Investment Centre,Medium,"Yes, you can use the client already created on system and simply add the 2nd plan under that client ID",True,2016-03-07T16:39:50.000+0000,False,False,005G0000002gy7yIAA,2016-03-07T16:39:46.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905) 276-1177 x536,,melbourne.ellis@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3678.0
5001600000nfvroAAA,False,,00009344,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Why does T3 show capital gains when the account has declined by $25k last year?,Medium,"Common question froma client after experiencing market value losses yet we issue a T3 showing fund earned taxable income that year

Provided a PDF from LL explaining the issue
Provided an email, with a mathematical example explaining the issue",True,2016-03-07T16:50:23.000+0000,False,False,005G0000002gy7yIAA,2016-03-07T16:50:18.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3678.0
5001600000nfxVuAAI,False,,00009345,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,Toranda,True,2016-03-07T17:48:52.000+0000,False,False,005G0000002heHMIAY,2016-03-07T17:48:45.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3678.0
5001600000nfxXlAAI,False,,00009346,003G0000018f7OTIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review Articles of Incorporation,Medium,Jerry's own business planning,True,2016-03-07T17:50:14.000+0000,False,False,005G0000002heHMIAY,2016-03-07T17:50:08.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3678.0
5001600000nfy2yAAA,False,,00009347,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and amalgamation of corporations,Medium,,True,2016-03-07T18:07:53.000+0000,False,False,005G0000002heHMIAY,2016-03-07T18:07:46.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3678.0
5001600000ngExcAAE,False,,00009348,0031600002B80eUAAR,0011600001lUiztAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Life Claim - 10,Medium,"Dec 20, 2016 update: bene picked up life claim cheque in early Oct, followed by her survivor benefits card. I ordered her a hard copy benefits booklet as well since her late husbands was outdated. Assisted with claims incurred prior to having SS card and she is good to go.

Sept 29, 2016 - Received call from beneficiary. She has some questions regarding the LTD benefit - was paid and removed from account. Wants to know if they keep full September payment, if it is prorated, or not eligible if her passed away on the 3rd. Sent an email to London DMSO to confirm.
Bene is meeting with PA today to complete life claim form and provide copy of death cert.

Sept 26, 2016 - EE Passed away on the weekend of Sept 3. Life claim forms sent to PA and advisor on Sept 6th.

March 8 2016 - Sent Life Report to PA to share with family so they can prepare for filing. Confirmed spouse is eligible for survivor benefits.",True,2016-12-20T16:05:45.000+0000,False,False,005G0000002gyDHIAY,2016-03-08T17:15:17.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604) 944-2977,,msandhu@designroofing.ca,,,,,,,,,,,,,,,0.0,,0011600001lUiztAAC,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3677.0
5001600000ngHRyAAM,False,,00009349,0031600002IQHp6AAH,001G000000urMphIAE,,,,,,Mutual Fund,,Closed - Responded,,In Person,,Trevor Money Transfer,Medium,"$10,000 transfer FEL from BMO",True,2016-04-11T16:07:12.000+0000,False,False,00516000006lhhPAAQ,2016-03-08T18:40:08.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(519)890-9255,(519) 890-9255,trina.hearn@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3677.0
5001600000ngHTBAA2,False,,00009350,0031600002IQHp6AAH,001G000000urMphIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Jackie Jaymore RSP,Medium,"$70,000 RSP transfer",False,,False,False,00516000006lhhPAAQ,2016-03-08T18:40:44.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(519)890-9255,(519) 890-9255,trina.hearn@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3677.0
5001600000ngIlfAAE,False,,00009351,0031600002DTH64AAH,001G000000urMrmIAE,,,,,,Segregated Fund,,In Progress,,Phone,,Jean Paul Gagnon,Medium,Moving 10k from his accumulated dividends into two Segregated TFSA accounts for him and his wife.,False,,False,False,00516000006lhiDAAQ,2016-03-08T19:30:41.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,,,yousif.juqqa@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3677.0
5001600000ngJ9mAAE,False,,00009352,0031600002DTH64AAH,001G000000urMrmIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Paul Martin,Medium,TFSA setup and TARI of existing funds,False,,False,False,00516000006lhiDAAQ,2016-03-08T19:46:36.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,,,yousif.juqqa@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3677.0
5001600000ngM4QAAU,False,,00009365,003G0000018f6XfIAI,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax planning,Medium,,True,2016-03-08T21:57:08.000+0000,False,False,005G0000002heHMIAY,2016-03-08T21:57:01.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)329-6220,,brad@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3677.0
5001600000ngUzFAAU,False,,00009366,0031600002DTH64AAH,001G000000urMrmIAE,,,,,,Segregated Fund,,In Progress,,Phone,,Jean Taylor,Low,Client is thinking of moving over 80k worth of investments into segregated funds as she is quite older and is interested in the features of segs.,False,,False,False,00516000006lhiDAAQ,2016-03-09T16:27:13.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,,,yousif.juqqa@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngX21AAE,False,,00009367,0031600002BAa1aAAD,001G000000urMqKIAU,,,,,,Segregated Fund,,In Progress,,In Person,,Preston Barrette,Medium,Expecting a Settlement $370K,False,,False,False,00516000006nRQxAAM,2016-03-09T17:49:50.000+0000,00516000006nRQxAAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)336-5357,(416) 543-9637,daniel.carroll@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQxAAM,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngZsEAAU,False,,00009368,0030A0000029d05QAA,001G000000urMrmIAE,,,,,,Life,,In Progress,,Phone,,Jean Pierre,Medium,"Replacing a policy with a huge loan with a new policy. Client says he's in good health.
New policy worth 25k of coverage jubilee discussed.",False,,False,False,00516000006lhiDAAQ,2016-03-09T19:40:45.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)265-8118,,filmon@wealthinnovations.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngZxxAAE,False,,00009369,0030A0000029d05QAA,001G000000urMrmIAE,,,,,,Mutual Fund,,In Progress,,Phone,,Ron and Janet,Low,"AOR clients and discussed briefly investments, potential for 750k that's currently with IG",False,,False,False,00516000006lhiDAAQ,2016-03-09T19:43:44.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)265-8118,,filmon@wealthinnovations.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000nga1aAAA,False,,00009370,0030A0000029d05QAA,001G000000urMrmIAE,,,,,,Segregated Fund,,In Progress,,In Person,,Dave and Chantal,Medium,Early stages but investment case with some opportunity,False,,False,False,00516000006lhiDAAQ,2016-03-09T19:46:34.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)265-8118,,filmon@wealthinnovations.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngaBkAAI,False,,00009371,0030A0000029d05QAA,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Justin and Julie,Medium,2 Term 20 policies to be written to cover the new mortgage that was placed with London.,False,,False,False,00516000006lhiDAAQ,2016-03-09T19:52:43.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)265-8118,,filmon@wealthinnovations.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngaCxAAI,False,,00009372,0030A0000029d05QAA,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,James and Cassy,Medium,2 Term 20 policies need to be written as they just recently purchased a new home.,False,,False,False,00516000006lhiDAAQ,2016-03-09T19:53:28.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)265-8118,,filmon@wealthinnovations.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngaFXAAY,False,,00009373,0030A0000029d05QAA,001G000000urMrmIAE,,,,,,Life,,In Progress,,Phone,,Anne,Low,Has a policy through Primerica but dislikes her current advisor and wants to get new insurance to replace her policy.,False,,False,False,00516000006lhiDAAQ,2016-03-09T19:54:59.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)265-8118,,filmon@wealthinnovations.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngacvAAA,False,,00009374,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Kevin G,Medium,"Discussed 50k in the bank, and has an insurance policy with Primerica. Wants to wait for the market to come back up before he invests.",False,,False,False,00516000006lhiDAAQ,2016-03-09T20:08:22.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngafkAAA,False,,00009375,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Jeff and Jody,Medium,"Discussed term and par with them as they already have a policy with Sunlife, Also discussed investments need to continue in the planning process",False,,False,False,00516000006lhiDAAQ,2016-03-09T20:10:14.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngah2AAA,False,,00009376,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Alex,Medium,Discussed a term 20 as he just recently purchased a home to cover the house.,False,,False,False,00516000006lhiDAAQ,2016-03-09T20:11:18.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngaiyAAA,False,,00009377,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Eric,Medium,Discussed term 20 to protect his mortgage. Was a referral of a friend,False,,False,False,00516000006lhiDAAQ,2016-03-09T20:12:42.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngakpAAA,False,,00009378,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Sean R,Medium,Discussed a mortgage as he is looking to build a house. Will need some term insurance but also discussed a TFSA.,False,,False,False,00516000006lhiDAAQ,2016-03-09T20:14:10.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngarWAAQ,False,,00009379,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Darren,Medium,"Whole life policies for him and his wife were discussed, follow up required.",False,,False,False,00516000006lhiDAAQ,2016-03-09T20:18:18.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngawMAAQ,False,,00009380,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Tyson,Medium,Sold the step father some PAR insurance and he referred Tyson to buy some insurance. Needs to set up a meeting.,False,,False,False,00516000006lhiDAAQ,2016-03-09T20:22:03.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngb0TAAQ,False,,00009381,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Life,,Closed - Responded,End Client Question,In Person,,Jennifer H,Medium,Looking for a small Par life policy. Needs to follow up,True,2016-04-18T13:37:02.000+0000,False,False,00516000006lhiDAAQ,2016-03-09T20:24:42.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngb1rAAA,False,,00009382,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Kim Y,Medium,"Very preliminary but interested in life, father is sick needs to follow up.",False,,False,False,00516000006lhiDAAQ,2016-03-09T20:27:24.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngb5nAAA,False,,00009383,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Segregated Fund,,In Progress,,In Person,,Terry,Medium,Moving 10k sometime in April to his TFSA.,False,,False,False,00516000006lhiDAAQ,2016-03-09T20:28:16.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngb8NAAQ,False,,00009384,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Segregated Fund,,In Progress,,In Person,,Tommy M,Medium,Looking at segregated funds. This is his grand father,False,,False,False,00516000006lhiDAAQ,2016-03-09T20:29:42.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngbAdAAI,False,,00009385,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Selectpac,,In Progress,,In Person,,Connor,Medium,Spoke about group insurance for his electrical business that he owns. Understands group will help retain employees. Follow up required,False,,False,False,00516000006lhiDAAQ,2016-03-09T20:30:59.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngbD3AAI,False,,00009386,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Jason B,High,"Got rated on his life policy and is very hesitant to take the insurance. Offered to get some different options as he has a child on the way. Term life approved but rated, waiting to hear back from client",False,,False,False,00516000006lhiDAAQ,2016-03-09T20:32:50.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngbEGAAY,False,,00009387,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Mutual Fund,,Closed - Responded,End Client Question,Phone,,Danny B,Medium,"Did the PSFY, wants to meet in March to discuss insurance and investments.",True,2016-04-18T13:39:00.000+0000,False,False,00516000006lhiDAAQ,2016-03-09T20:33:43.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngbJzAAI,False,,00009388,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Life,,In Progress,,Phone,,Stephanie R,Low,Very preliminary but discussed life insurance.,False,,False,False,00516000006lhiDAAQ,2016-03-09T20:37:09.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngbUOAAY,False,,00009389,0031600002ISWohAAH,001G000000urMrmIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Judy,Medium,Not happy with the bank and was a walk in. Wants to transfer her money but needs to see some funds and meet with her bank advisor prior to transferring.,False,,False,False,00516000006lhiDAAQ,2016-03-09T20:44:18.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 735-1500,(613) 732-5017,mathieu.moncion@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3676.0
5001600000ngjgSAAQ,False,,00009390,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,ID#10 - terminate beyond 4 months,Medium,"Rec'd email from advisor asking for an exception to terminate ID#10 back to
March 1, 2015 - she has been gone since 2013 but the new PA assumed that she had been terminated prior to her leaving.  The error was noticed during the annual review with the advisor.

REquest sent to SelectPac Member who agreed to a one time exception and terminated ee as of March 1, 2015.   Notified advisor that exception was granted",True,2016-03-10T14:21:28.000+0000,False,False,005G0000002gxytIAA,2016-03-10T14:21:20.000+0000,005G0000002gxytIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlMGAA0,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3675.0
5001600000ngk1zAAA,False,,00009391,003G000001C4KrFIAV,001G000000wjm7VIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Exception - salary incorrect on system - adjust retroactively beyond 4 months,Medium,"during annual review with advisor, it was noticed that the salary for ID#49 had been entered incorrectl as of Sept 1, 2012 and that the LIfe and disabilit volumes had been overstated. Advisor asked if we could correct salary back to Mar 1, 2015 on an exception basis.  Forwarded request to HO and in revfiewing the file, it was noticed that initial error in Sept 2012 was GWL's fault and therefore we have agreed to adjust salary all way back to Sept 2012, which resulted in significant credit for the client/ee.

March 9, 2016 - Notified advisor of exception.",True,2016-03-10T14:38:49.000+0000,False,False,005G0000002gxytIAA,2016-03-10T14:38:44.000+0000,005G0000002gxytIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 760-2969,,taryn.haischrek@mercer.com,,,,,,,,,,,,,,,0.0,,0011600001lUlNUAA0,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3675.0
5001600000ngn9IAAQ,False,,00009392,0030A0000029n4oQAA,001G000000wjNqhIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Employee U/w and declined hc,Medium,"The employee and p/a are looking for some direction as to why an ee was declined health coverage. however there is no record of receiving a change form to add benefits (was adding hc/dc due to splitting up with spouse). As well the timelines don't add up as to when all this took place - only thing we have is letter in file dated Aug 2015 declining the hc.
Have sent an email to head office requesing some help in finding out what prompted the underwriting.
March 23 - head office agreed that there were errors on both parts, but have put the h/c in force for this employee effective Feb 2016.",True,2016-03-24T12:27:25.000+0000,False,False,005G0000002gyAKIAY,2016-03-10T16:39:59.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(902)423-8294,,greg.williams@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,0011600001lUmskAAC,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3675.0
5001600000ngw97AAA,False,,00009393,0030A0000029c5UQAQ,001G000000urMuRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review divorce agreement,Medium,All contact through Guy Caouette,True,2016-03-10T21:28:18.000+0000,False,False,005G0000002heHMIAY,2016-03-10T21:28:11.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)264-3644,,bbergh@berghtatomir.com,(403)264-3648,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3675.0
5001600000nhA8BAAU,False,,00009394,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"#271743 - March 11th, 2016 - Head Office Exception beyond the 4 month rule",Medium,"March 11th:  Clearstream asked for an exception to terminate the plan administrator back to January 31st, 2015.  She was very ill with cancer and no longer met the eligibility requirements to be on the plan.  Exception processed by Maggie Pichette. Mg.",True,2016-03-11T19:25:24.000+0000,False,False,005G0000002gxymIAA,2016-03-11T19:25:16.000+0000,005G0000002gxymIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpKAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3674.0
5001600000nhBs5AAE,False,,00009395,0031600002N20pIAAR,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Rollin Luis,Medium,Reviewed statements and client sent in electronic budget. Identitfied opportunity with mortgage (both rate and life/DI/CI). Also identifed investment opportunity to roll over and start a PAC. Meeting with client next week after and prepared a recommendation summary for him. Amber (NATM) helped set up Naviplan,False,,False,False,00516000006lhiHAAQ,2016-03-11T20:33:04.000+0000,00516000006lhiHAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,,,miguel.siuguillen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiHAAQ,,,,,,,0.0,0.0,0.0,,False,3674.0
5001600000nhTCIAA2,False,,00009420,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#291273 - March 11th, 2016 - Head Office Exception",Medium,"Plan Member applying for STD.  We obtained approval from Tara Nicholson to revise the minimum number of hours to 30, effective February 1st, 2016.",True,2016-03-14T12:56:27.000+0000,False,False,005G0000002gxymIAA,2016-03-14T12:56:19.000+0000,005G0000002gxymIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,001G0000019rYpWIAU,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3671.0
5001600000nhUKwAAM,False,,00009421,003G0000018f6WdIAI,001G000000urMrTIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Phone,,Deceased Plan Member,High,Life claim requiring underwriting approval in order to pay the AD&D portion.,False,,False,False,005G0000004cLNHIA2,2016-03-14T13:55:41.000+0000,005G0000004cLNHIA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)576-0377,(905) 439-4499,barry@gbfplanning.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgxFAAS,0.0,False,,,,,,005G0000004cLNHIA2,,,,,,,0.0,0.0,0.0,,False,3671.0
5001600000nhcQxAAI,False,,00009422,0031600002B85LlAAJ,0011600001lUhUQAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Concerns over coverage for two employees and overall eligibility structure,Medium,"Started as a complaint from PA to advisor on issues with SR. After conversations with the advisor, SR and PA sounds like this is primarily an issue of the client wanting to provide a voluntary plan and allow employees to choose single coverage even if they have family members with no alternative coverage.",True,2017-01-26T19:28:11.000+0000,False,False,005G0000002gyGzIAI,2016-03-14T18:47:05.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(250)248-8014,,info@jakesroofingltd.com,,,,,,,,,,,,,,,0.0,,0011600001lUhUQAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,2.0,0.0,0.0,,False,3671.0
5001600000nhd6UAAQ,False,,00009423,003G0000029mwoGIAQ,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Schadrac Bastien,Medium,Client wants to do policy change for his existing term 20 to include some PAR,False,,False,False,00516000006lhiDAAQ,2016-03-14T19:11:03.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,613-748-3455,(613) 327-6219,jeanrenel.saint-louis@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3671.0
5001600000nhd8LAAQ,False,,00009424,003G0000029mwoGIAQ,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Alex Bastien,Medium,Client would like to convert some term to PAR. Policy change quote to be done this week,False,,False,False,00516000006lhiDAAQ,2016-03-14T19:12:11.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,613-748-3455,(613) 327-6219,jeanrenel.saint-louis@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3671.0
5001600000nhdANAAY,False,,00009425,003G0000029mwoGIAQ,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Wildy Bastien,Medium,"Applied for PAR life, awaiting underwriting",False,,False,False,00516000006lhiDAAQ,2016-03-14T19:13:07.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,613-748-3455,(613) 327-6219,jeanrenel.saint-louis@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3671.0
5001600000nhgliAAA,False,,00009438,003G000001D58UOIAZ,001G000000urN1kIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Coronet Realty - Life Claim Pd (B.C.)  to Estate Mar 2016. $108,125.53",Medium,,True,2016-03-14T21:33:08.000+0000,False,False,005G0000002gyDHIAY,2016-03-14T21:33:02.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604) 514-3347,(778) 839-6277,,(604) 514-3319,,,,,,,,,,,,,,0.0,,001G0000018ecV3IAI,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3671.0
5001600000nhh3mAAA,False,,00009439,0031600002PktuSAAR,0011600001lUgFDAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"Open enrollment - Approved for April 1, 2016",Medium,Many late applicants.,True,2016-10-30T14:22:39.000+0000,False,False,005G0000002gyGzIAI,2016-03-14T21:48:43.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(250)758-3509,,haltnational@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUgFDAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,2.0,0.0,0.0,,False,3671.0
5001600000nhmqKAAQ,False,,00009440,003G0000018f7nAIAQ,001G000000urNEAIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Open Enrollment,Medium,We have received approval for an open enrollment for one employee.  We looked at other options prior to seeking out approval but the client did not want the employee to be penalized for an error they had made.  This employee had been with them for some time working on a part time basis and became full time in early 2015.,False,,False,False,005G0000004cLNHIA2,2016-03-15T13:19:10.000+0000,005G0000004cLNHIA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(705)743-5270,,pauljvaneyk@pauljvaneyk.com,,,,,,,,,,,,,,,0.0,,0011600001lUgyRAAS,0.0,False,,,,,,005G0000004cLNHIA2,,,,,,,0.0,0.0,0.0,,False,3670.0
5001600000nhnoPAAQ,False,,00009441,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"March 3rd, 2016 - Head Office Exception - Beyond 4 month rule",Medium,"March 3rd, 2016 - due to ownership changes, we had requested that an employee be termianted back to September 9th, 2015. - Approved by Maria Koropas. Mg.",True,2016-03-15T14:04:18.000+0000,False,False,005G0000002gxymIAA,2016-03-15T14:04:10.000+0000,005G0000002gxymIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOUAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3670.0
5001600000nhtgNAAQ,False,,00009452,003G000001NrjhwIAB,001G000000urMqVIAU,,,,,,,,In Progress,,Email,,RESP,Medium,None at this time,False,,False,False,00516000006nRRLAA2,2016-03-15T17:42:43.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416)366-2971,(416) 580-8022,peter@civitasfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3670.0
5001600000nhtjzAAA,False,,00009455,003G0000018f7DGIAY,001G000000urMjXIAU,,,,,,,,In Progress,,In Person,,2xLife 2xCI,Medium,Case to be completed in conjunction with Enns and Elke,False,,False,False,00516000006nRRLAA2,2016-03-15T17:44:37.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(647)349-7070,(647) 808-7700,elke@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3670.0
5001600000oJrtYAAS,False,,00009456,003G0000018f7ABIAY,001G000000urMp9IAE,,,,,,Life,,In Progress,,In Person,,Second Large Case Premium 30K,High,Doctor's Hold Co Policy,False,,False,False,00516000006nRPrAAM,2016-03-16T14:01:01.000+0000,00516000006nRPrAAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(705)256-5618,(705) 919-4421,craig.matheson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPrAAM,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJsxwAAC,False,,00009457,003G0000018f75HIAQ,001G000000urMptIAE,,,,,,Life,,In Progress,,In Person,,,High,,False,,False,False,00516000006nRQ8AAM,2016-03-16T14:46:47.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(548)690-9066,(519) 854-2389,michael.beatty@alpinewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvCrAAK,False,,00009458,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Mike T,Medium,Moving over 31k,False,,False,False,00516000006lhiDAAQ,2016-03-16T16:17:53.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvDaAAK,False,,00009459,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Lori G,Medium,LIRA being moved over 30k,False,,False,False,00516000006lhiDAAQ,2016-03-16T16:18:40.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvFCAA0,False,,00009460,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Alicia B,Low,"Full plan, wants life ci and investments. She's currently pregnant and lives in Sudbury",False,,False,False,00516000006lhiDAAQ,2016-03-16T16:19:30.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvGUAA0,False,,00009461,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Life,,Closed - Responded,,In Person,,Joanne Ben,Medium,Big 20 pay life policy and potentially investments. Also live in Sudbury,True,2016-07-20T15:26:13.000+0000,False,False,00516000006lhiDAAQ,2016-03-16T16:20:14.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvHDAA0,False,,00009462,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Life,,Closed - Responded,,In Person,,Sandra and Carlo,Medium,Converting the remaining amount of term to perm,True,2016-06-08T02:12:41.000+0000,False,False,00516000006lhiDAAQ,2016-03-16T16:20:48.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvIkAAK,False,,00009463,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Life,,Closed - Responded,,In Person,,Carly,Medium,Wants to convert her term insurance to permanent,True,2016-07-20T15:26:03.000+0000,False,False,00516000006lhiDAAQ,2016-03-16T16:21:32.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvKWAA0,False,,00009464,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Jackie,Medium,Chiropractor in KL wants Life and potentially a top up for her DI,False,,False,False,00516000006lhiDAAQ,2016-03-16T16:22:25.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvMrAAK,False,,00009465,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Selectpac,,In Progress,,In Person,,Kirkland Pharmacy,Low,In the process of discussing group benefits for his business,False,,False,False,00516000006lhiDAAQ,2016-03-16T16:23:20.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvNzAAK,False,,00009466,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,DI,,Closed - Responded,,In Person,,Trisha,Medium,Wants to look at DI she's a doctor in KL,True,2016-07-20T15:25:39.000+0000,False,False,00516000006lhiDAAQ,2016-03-16T16:24:08.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvPCAA0,False,,00009467,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Amber,Low,Switching term to perm up in KL,False,,False,False,00516000006lhiDAAQ,2016-03-16T16:24:50.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvQFAA0,False,,00009468,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,CI,,In Progress,,In Person,,Terry and Tara,Medium,"Looking at CI for the both of them, and potentially looking at coverage for their kids",False,,False,False,00516000006lhiDAAQ,2016-03-16T16:25:35.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJvURAA0,False,,00009469,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Life,,Closed - Responded,,In Person,,Janique,Medium,Wants to get permanent life insurance,True,2016-07-20T15:24:47.000+0000,False,False,00516000006lhiDAAQ,2016-03-16T16:28:21.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJxf1AAC,False,,00009470,0031600002OlyxfAAB,001G000000urMptIAE,,,,,,Life,,In Progress,,In Person,,Bolton,High,"Define final fan on the boltons open the case up for 500,000 term and $200 a month perm insurance

Did appointment recommended 21K premium through Dennis Company.",False,,False,False,00516000006nRQ8AAM,2016-03-16T17:59:19.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(226) 234-1005,,anne.bunker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJxz1AAC,False,,00009471,0030A0000029ZwrQAE,001G000000wjNr4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Open Enrolment,High,"2 employees that are suppose to be on the plan but PA overview and now doing an open enrolment. waiting for one of the employees date of hire to proceed to next steps.
 *got hire date and sent open enrolment request to Sabrina Muzinak waiting for reply
 *OPEN ENROLMENT APPROVED 16/03/2016 for APRIL 1st 2016. Originals and all forms sent to Maggie/Sabrina march 16th 2016",True,2016-03-18T13:49:48.000+0000,False,False,00516000006kda0AAA,2016-03-16T18:12:03.000+0000,00516000006kda0AAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(705)674-4551,(705) 255-1012,carla.hunter@igpwm.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,001G000001jhoQjIAI,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJxzLAAS,False,,00009472,0030A0000029ZwrQAE,001G000000wjNr4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Open Enrolment,High,"2 employees that are suppose to be on the plan but PA overview and now doing an open enrolment. waiting for one of the employees date of hire to proceed to next steps.
 *got hire date and sent open enrolment request to Sabrina Muzinak waiting for reply
 *OPEN ENROLMENT APPROVED 16/03/2016 for APRIL 1st 2016. Originals and all forms sent to Maggie/Sabrina march 16th 2016",True,2016-03-18T13:56:42.000+0000,False,False,00516000006kda0AAA,2016-03-16T18:12:24.000+0000,00516000006kda0AAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(705)674-4551,(705) 255-1012,carla.hunter@igpwm.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,001G000001jhoQjIAI,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJy3hAAC,False,,00009473,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#273893 - March 16th, 2016 - Life Insurance Claim",Medium,"Life Claim for Employee Id#6 - Total claim $86,000 however, two beneficiaries listed.  Claim settled for half the claim in the amount of $44,513.11. 
March 17th:  Sent to Carole. Mg.",True,2016-03-16T18:15:25.000+0000,False,False,005G0000002gxymIAA,2016-03-16T18:15:16.000+0000,005G0000002gxymIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlp8AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJyDXAA0,False,,00009474,003G000001vfmR2IAI,001G000000urMp9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment Request to change waiting period for existing employees to 6 mths,High,"Sent amendment letter to client requesting to change waiting period for existing employees from 0 to 6 mths. 
Client signed letter and retruned March 15th 2016. 

Waiting on request for approval from H.O(Tara) to backdate to Nov 1st 2015. (march 15th)

Request Granted from Tara effective Nov 1st 2015. 
Submitted to Mary March 18th 2016.",True,2016-03-18T13:55:16.000+0000,False,False,00516000006kda0AAA,2016-03-16T18:21:54.000+0000,00516000006kda0AAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,,,julia.dell@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001sGCx9AAG,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oJyWkAAK,False,,00009475,0031600002OlyxfAAB,001G000000urMptIAE,,,,,,Life,,In Progress,,In Person,,Boulton,High,Had FF with Anne and opened Life case for 500 K Term and 2400 annual premiums for Perm. Also going to discuss corp insurance as well.,False,,False,False,00516000006nRQ8AAM,2016-03-16T18:33:05.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(226) 234-1005,,anne.bunker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3669.0
5001600000oK5ycAAC,False,,00009476,003G0000020tSXdIAM,001G000000urMnoIAE,,,,,,Life,,In Progress,,Phone,,San Felipe family,Medium,"Received call in request about life insurance for mortgage versus mortgage life insurance. Using my guidance Michael explained the differences between the two products, benefit of our products, and cost.  Clients would save $100 per month with Manulife Family Term.  He met the clients Tuesday night and completed their application.",False,,False,False,00516000006lhiWAAQ,2016-03-17T05:16:17.000+0000,00516000006lhiWAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,,,michael.cooper@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiWAAQ,,,,,,,0.0,0.0,0.0,,False,3668.0
5001600000oK8WPAA0,False,,00009477,003G0000018f7j9IAA,001G000000urN49IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Life Claim,High,"H.O has denied to pay life claim as Pm was not actively at work. In lieu of they have approved to back pay life premiums as well as provide Survivor Benefits to spouse Susan till Feb 9th 2018. 

Survivor letter and drug cards were fedex directly to Susan as per advisor's request June 6th 2016. 

Cert 2 deceased Feb 2016. 
-Waiting on life claim forms to set up survivor benefits

Received life claim as well as death certificate March 18th 2016. Mailed originals to H.O March 18th 2016.",True,2016-06-06T17:24:47.000+0000,False,False,00516000006kda0AAA,2016-03-17T13:46:38.000+0000,00516000006kda0AAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(705)253-3201,(705) 254-9190,ejb.estateguard@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUfecAAC,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3668.0
5001600000oK9HbAAK,False,,00009478,003G000001USolOIAT,001G000000urMtJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment - Renaming Class 2,Medium,"awaiting amendment letter to rename class to from advisor. Email sent to Darren Mar 17. Once letter received - submit amendment with approval email (in file) for processing. Application in question is in h/o.
Received approval to change class name. Amendment letter received March 23 - being processed",True,2016-03-23T14:49:08.000+0000,False,False,005G0000002gyAKIAY,2016-03-17T14:21:59.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(902)578-0678,(902) 578-0678,darren@bretonwealth.ca,(902)270-8035,,,,,,,,,,,,,,0.0,,0011600001o8wO0AAI,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3668.0
5001600000oKBy2AAG,False,,00009479,0030A0000029l7sQAA,001G000000zfNz9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,PA has informed us of union grievance in regards to three employees,Medium,"March 17 2016 - Plan Admin thought two employees who should be covered were terminated. Turns out they are still active, she was looking at an employee listing for Feb 1, 2015.

However, there is a third EE that is not on the plan - the PA states she should have been reinstated, and has asked to current date adding her to the plan. 

I have followed up for additional info like RTW date as she has not been on the plan for the last 15 months and therefore can not be ""reinstated"". She would be treated as a new EE and we have to confirm the actual start date.

I have left messages for the PA at her office and cell phone, and have not received the requested info via email yet either. I have looped in the advisor and Sales.

March 23, 2016 - Received a one-time exception to add this employee effective Feb 15, 2016. Completed today and let advisor know. We were working with the PA's mother due to the PA health issues. Case Closed.",True,2016-03-23T22:10:05.000+0000,False,False,005G0000002gyDHIAY,2016-03-17T16:10:51.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604)646-4065,,mike@mgmfinancial.com,(604)646-4068,,,,,,,,,,,,,,0.0,,001G0000017x3wEIAQ,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3668.0
5001600000oKCtwAAG,False,,00009480,003G0000018f7W2IAI,001G000000urN1nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Welcome Plan - Add for PAs Spouse,Medium,"March 28, 2016 - Welcome Plan and addition of spouse (waive late app) completed. Card sent from HO for base plan and I am mailing Welcome Plan contract, wallet card and bill today. Case Closed.

March 17, 2016 - Had conversation with Tannis Allman at SPU. Exception has been set up to current date adding spouse and Welcome Plan effective March 1, 2016. Spouse arrived and cohabitated as of Sept 2015 but they received incorrect advice from immigration lawyer so she was going to be late. We had an exception made due to the circumstances. Just collected the completed forms and sent direct to Tannis for processing.",True,2016-03-29T18:04:12.000+0000,False,False,005G0000002gyDHIAY,2016-03-17T16:53:31.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604)614-1741,(604) 614-1741,jordan@vcba.ca,,,,,,,,,,,,,,,0.0,,0011600001lUj0rAAC,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3668.0
5001600000oKDRoAAO,False,,00009481,0030A000005x8xUQAQ,001G000000urN7sIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Accidental Dental Claim,Low,"Feb 2017 - Update - further extension was granted by Claude Gatin to extend another 6 months.  Treatment scheduled to be completed by May or June 2017.  No further extensions will be granted. 

ID135 spouse - 16,800 estimate GWL pay 11,383.93  not eligible is 5416.02 due to dental fee guide.
Client will claim balance on MRP.  Extension date granted for work to Jan 2017.",True,2017-02-17T16:32:58.000+0000,False,False,005G0000004cSRVIA2,2016-03-17T17:13:31.000+0000,005G0000004cSRVIA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(204)962-2696,,nicholas.louizos@insurus.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjjrAAC,0.0,False,,,,,,005G0000004cSRVIA2,,,,,,,0.0,0.0,0.0,,False,3668.0
5001600000oKGlHAAW,False,,00009482,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Heffner dental claim,Medium,"After a very long back and forth with HO, dental from Mexico was approved and paid out.....to the provider.  Requested receipt from employee and stop payment and cheque will be re-issued.",True,2016-07-07T17:09:45.000+0000,False,False,005G0000002gxzgIAA,2016-03-17T19:26:45.000+0000,005G0000002gxzgIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUbPqAAK,0.0,False,,,,,,005G0000002gxzgIAA,,,,,,,0.0,0.0,0.0,,False,3668.0
5001600000oKKHCAA4,False,,00009483,003G000001MmRuZIAV,0015o000008CycNAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Issue with Div #2 mail being sent to Div #1 contact and address,Medium,"Client is sensitive to mail labelling.  Mail was erroneously received multiple times.  Was escalated to Carrie who explored with HO. No reason for mix-up was found.  If occurs again, ask for mail to be returned as the physical label may have more clues to work with.",True,2016-03-17T22:20:53.000+0000,False,False,005G0000002gyGzIAI,2016-03-17T22:20:23.000+0000,005G0000002gyGzIAI,2024-08-22T17:32:52.000+0000,0055o0000019VX9AAM,2024-08-22T17:32:52.000+0000,(604) 628-4422,,rosella.manantan@bfpartners.ca,(604) 669-2811,,,,,,,,,,,,,,0.0,,0011600001lUdZfAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3668.0
5001600000oKKIeAAO,False,,00009484,003G000001MmRuZIAV,0015o000008CycNAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Issue iwith address on MRP correspondence wrong,Medium,"Client is sensitive to mail labelling. MRP mail was erroneously sent multiple times to mail company address when should be owner's PO box.. Was escalated to Carrie who explored with HO. No reason for mix-up was found. If occurs again, ask for mail to be returned as the physical label may have more clues to work with",True,2016-03-17T22:23:26.000+0000,False,False,005G0000002gyGzIAI,2016-03-17T22:23:06.000+0000,005G0000002gyGzIAI,2024-08-22T17:32:52.000+0000,0055o0000019VX9AAM,2024-08-22T17:32:52.000+0000,(604) 628-4422,,rosella.manantan@bfpartners.ca,(604) 669-2811,,,,,,,,,,,,,,0.0,,0011600001lUdZeAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3668.0
5001600000oKPTkAAO,False,,00009485,0031600002EU26zAAD,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,In Person,,BLANCHET Louis,Low,"Question sur la tarification et surprime possible
Faire une demande d'opinion
Client: 45 ans
Assurance voulue: 25K",False,,False,False,00516000006ZyH2AAK,2016-03-18T13:51:55.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,"(819) 346-5224 , poste 214",,eric.smith@freedom55financial.com,(819) 346-5720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3667.0
5001600000oKPXSAA4,False,,00009486,003G0000018f6zdIAA,001G000000urMskIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Email,,Tarification,Medium,"Question sur l'admissibilité:
. Tachycardie et médication pour agoraphobie
Demande d'opinion faite
Stratégie de positionnement auprès de la cliente",False,,False,False,00516000006ZyH2AAK,2016-03-18T13:54:11.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(819)690-5350,(819) 690-7802,martin@martinbrisebois.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3667.0
5001600000oKTc0AAG,False,,00009487,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Lawyer referral,Medium,,True,2016-03-18T16:46:13.000+0000,False,False,005G0000002heHMIAY,2016-03-18T16:46:04.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3667.0
5001600000oKUaoAAG,False,,00009488,003G0000018f7nIIAQ,001G000000urMx3IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Ex-Gratia Payment,Medium,Owner wife put in orthotic claim and denied...3D scans not covered?,True,2016-08-19T17:22:43.000+0000,False,False,005G0000002gyDvIAI,2016-03-18T17:29:26.000+0000,005G0000002gyDvIAI,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(250)785-0309,(250) 262-7106,ross@sexsmithfinancial.com,(250)785-8119,,,,,,,,,,,,,,0.0,,0011600001lUiCXAA0,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,3667.0
5001600000oKUeRAAW,False,,00009489,003G000001hVmPcIAK,001G000000urMqKIAU,,,,,,Life,,In Progress,,In Person,,Percy sales,Medium,Lief $4400 Pre,False,,False,False,00516000006nRRIAA2,2016-03-18T17:31:48.000+0000,00516000006nRRIAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)320-6345,(905) 320-6345,billpaul@bpfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRIAA2,,,,,,,0.0,0.0,0.0,,False,3667.0
5001600000oKq1iAAC,False,,00009502,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#230320 - March 1st, 2016 - Letter of Apology from GWL",Medium,"Client paid MRP via online banking.  As a result the payment did not get applied, therfore the MRP was in arrears.  This was corrected.  The client was extremely angry at this and felt that GWL was incompentant.  I created a letter of apology for his frustration and outlined that online banking for group payments is not recommended as we are not set up for this feature and a lost payment may happen again if he continues this method of payment. Mg.",True,2016-03-21T14:11:15.000+0000,False,False,005G0000002gxymIAA,2016-03-21T14:11:07.000+0000,005G0000002gxymIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpvAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3664.0
5001600000oKq5zAAC,False,,00009503,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"March 11th, 2016 - Letter of Apology",Medium,"Client recently has a new Plan Admin and is trying to bring payments up to date.  As a result of a missed payment in 2015, the account went into arrears.  While technically not our fault, we sent a letter of apology for the frustration the client felt and applied a 62 arrears grace period moving forward. Mg.",True,2016-03-21T14:14:32.000+0000,False,False,005G0000002gxymIAA,2016-03-21T14:14:15.000+0000,005G0000002gxymIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUkELAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3664.0
5001600000oL1HzAAK,False,,00009504,003G0000018f7W1IAI,001G000000yZoVcIAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,The Emerald Restaurant - Open Enrollment - add Vision / MRP / waiting period to 3 months,Medium,"Waiting for APPs from the owner. 
Once apps are here, get an open enrollment.
Once open enrollment is approved, inform Sam to process amendment. 

Met with client to sign Amendment Letters on Mar 17.

April 4 - All paperwork finished. Amendment sent to HO.

April 18 - completed by HO
*note: still waiting for a few original apps",True,2016-04-04T20:50:07.000+0000,False,False,005G0000003WjzjIAC,2016-03-21T20:48:39.000+0000,005G0000003WjzjIAC,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(778) 808-6343,,kris@momentumbenefits.ca,,,,,,,,,,,,,,,0.0,,001G000001WwaE7IAJ,0.0,False,,,,,,005G0000003WjzjIAC,,,,,,,0.0,0.0,0.0,,False,3664.0
5001600000oL2wyAAC,False,,00009505,003G000001C4KrFIAV,001G000000wjm7VIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment,Medium,"Rec'd request from advisor regarding open enrollment for this grp. 
March 21st - sent email to HO requesting approval for open enollment to add following 3 employees:

Miguel Lauzon, Jose Maltez, and Neil Turgeon

March 23rd- rec'd approval for Open Enrollment. Emailed advisor to confirm and let her know we require signed applications for each employee in order to proceed

May 4th- application forms still not rec'd. Emailed advisor asking for update.  Julie Potvin at Mercer confrimed that she had f/u with client in prev. week and forms should be arriving shortly. Also, Taryn at Mercer is new consultant for grp and f/u should be done through her.

May 27th- rec'd confirmation from Taryn at Mercer that apps rec'd and originals are being sent to my attention.

June 23rd - finally rec'd orig applications.  Had to seek HO approval again, to proceed July 1st with 4th ee incl: Brian Bellefeuille.  

June 27th- rec'd approval from HO to proceed eff July 1, 2016 with open enrollment for 4 ee's.  Forwarded approval and apps to EB Admin Coordinator for processing.",True,2016-06-27T21:24:43.000+0000,False,False,005G0000002gxytIAA,2016-03-21T22:14:43.000+0000,005G0000002gxytIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 760-2969,,taryn.haischrek@mercer.com,,,,,,,,,,,,,,,0.0,,001G0000019rMiIIAU,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3664.0
5001600000oL4bUAAS,False,,00009506,003G000001UQSHxIAP,001G000000urMtJIAU,,,,,,Life,,In Progress,,In Person,,term conversion for business owner,Medium,Client has 250k of term in place. Accountant is on board to convert to 20 pay product but the client is reluctant.,False,,False,False,00516000006lhjmAAA,2016-03-22T01:19:01.000+0000,00516000006lhjmAAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(902) 539-1160 ext 411,(902) 549-0802,sonya.osborne@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhjmAAA,,,,,,,0.0,0.0,0.0,,False,3664.0
5001600000oL6nNAAS,False,,00009507,003G0000018f6d9IAA,0015o000008CyhaAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Plan design was not exactly the same as previous plan,Medium,"Eye exam was missed, orthodontic $400 max with previous plan, granfather optional life.  Client was not happy and regreted moving to GWL.  March 18th, I have sent an email to Tara asking for approval.

Approved on March 22, 2016",True,2016-04-13T12:59:59.000+0000,False,False,005G0000002gy6GIAQ,2016-03-22T12:29:07.000+0000,005G0000002gy6GIAQ,2024-11-04T19:12:16.000+0000,0055o0000019VX9AAM,2024-11-04T19:12:16.000+0000,(905)637-3500,(905) 330-2548,brian@sovereignwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001tlNZ8AAM,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3663.0
5001600000oL7MwAAK,False,,00009508,003G000001sRtymIAC,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Non resident wants account set up in LL segs,Medium,"Shalma to arrange a time for a conference call to her (UK I think)
options:  1) family member in Ontario is the annuitant, and non-resident can be joint owner

2) family member only is both owner/annuitant.  Then non resident works out arrangement where family member can pass monies back to her.

3) family member is both owner/annuitant but non residen is POA",True,2016-03-29T20:06:38.000+0000,False,False,005G0000002gy7yIAA,2016-03-22T13:08:41.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,,(647) 982-2581,shalma.etwaree@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3663.0
5001600000oL7R8AAK,False,,00009509,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#214554 - On-going Ex-Gratia,Medium,"Spouse has a plan with GWL (Regular Group) that will pay 90% of a $340 claim.  Employee has plan with GWL (Selectpac) that does not cover this expense, therefore we are not paying hte remaining 10%.  We have requested an on-going ex-gratia to manually process this claim to ensure 100% reimbursement.  - Approved by Angela Roman. Mg.",True,2016-03-22T13:12:14.000+0000,False,False,005G0000002gxymIAA,2016-03-22T13:12:06.000+0000,005G0000002gxymIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlp1AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,1.0,0.0,0.0,,False,3663.0
5001600000oLG0cAAG,False,,00009510,003G000001D1id2IAB,001G000000urNDdIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Severance Request for B.V.,Medium,"The advisor is request to extend benefit for 2 year.  EE is 62 yrs old. email was sent to Tara.

Approved on March 23rd, 2016.",True,2016-04-13T13:01:57.000+0000,False,False,005G0000002gy6GIAQ,2016-03-22T18:59:04.000+0000,005G0000002gy6GIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416) 490-8226,,michael@pjgreene.ca,,,,,,,,,,,,,,,0.0,,001G0000017yBTDIA2,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3663.0
5001600000oLJqAAAW,False,,00009511,003G0000018f6qRIAQ,001G000000urMsAIAU,,,,,,,,Closed - Responded,,Phone,,Much ado about nothing,Low,Went on a meeting with nobody,True,2016-03-22T21:40:18.000+0000,False,False,00516000006nRPmAAM,2016-03-22T21:40:18.000+0000,00516000006nRPmAAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,514-331-5838,,christian.mcguire@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPmAAM,,,,,,,0.0,0.0,0.0,,False,3663.0
5001600000oLODCAA4,False,,00009512,003G0000018f6dKIAQ,001G000000urMu2IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment exception,High,"Client took over compnay with exisiting benefits and was under the impression that they had a 6 mth waiting period for all new ees but when in fact they have 3 mth waiting period. They are trying to add a new ee hired in Aug and has served 6 mth waiting period but now considered late. 

Went to Tara for an exception to amend the waiting period back dated to Aug 1st 2015 therefore ee will not be considered late and client has 6 mth waiting period as he wishes. 
* Got approval from Erin on behalf of Tara March 22nd 2016

Sent letter to advisor March 23rd 2016.

Amendment was processed and employee was added onto plan without being treated as a late applicant.",True,2016-04-14T16:54:02.000+0000,False,False,00516000006kda0AAA,2016-03-23T12:49:09.000+0000,00516000006kda0AAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(705) 377-6055,,michael.wall@f55f.com,,,,,,,,,,,,,,,0.0,,0011600001lUeHNAA0,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3662.0
5001600000oLOFXAA4,False,,00009513,0031600002IQbYTAA1,001G000000wjNr9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment Exception,Medium,"Amendment exception approved by Tara for class 2. 

C.I and LTD removed effective April 1st 2016 
80% coinsurance plan 61 backdated to Dec 1st 2015 as per Tara's approval.",True,2016-03-23T12:53:02.000+0000,False,False,00516000006kda0AAA,2016-03-23T12:52:52.000+0000,00516000006kda0AAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(705) 622-2855,,andre.lapierre@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001slufeAAA,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3662.0
5001600000oLT25AAG,False,,00009514,003G0000018f81vIAA,0011600001rvgVIAAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Drug card Issue with Paul claim,Medium,"He submitted a claim manually, online, and it was paid only to the drug card rate.
He didnt have his drug card at that time.  the group was just set up.
I did an ex gratia for 37.74 .  Paul was not a happy camper.
I explained about the way it works with no drug card",True,2016-03-23T16:23:35.000+0000,False,False,005G0000002gy4FIAQ,2016-03-23T16:23:23.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 725-1587,(613) 791-4784,paul@rlfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001skf6BAAQ,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3662.0
5001600000oLToAAAW,False,,00009515,003G0000018f7TJIAY,001G000000urN2vIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"March 23/16--  out of country claim,  client not happy with gwl",High,"ee not happy as gwl required medical info and the hospital not giving to us.
he was admitted march 7th/16, contacted the gma dept march 17/16
It was the spouse of the owner.. in brazil...  said he had to put a 10,000 deposit on his credit card.. March 23/26- gwl now has the medical info, but are waiting on a billing sta tement from the hospital. 
owners spouse, said they were going to move from gwl upon renewal.  Bob is aware of this and says the owner was just ticked off.",True,2016-03-23T16:55:31.000+0000,False,False,005G0000002gy4FIAQ,2016-03-23T16:55:01.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)543-3332,(613) 330-6889,bruddock@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,001G0000018bUvoIAE,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3662.0
5001600000oLWUuAAO,False,,00009516,0031600002OlyzWAAR,001G000000urMptIAE,,,,,,Life,,In Progress,,In Person,,Jay Loftus,Medium,Went over case with Dave and going to present Life JWL for Jay and Juvenile insurance for Nicholas. Also meeting with Shep for CI quote.,False,,False,False,00516000006nRQ8AAM,2016-03-23T18:41:23.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(519) 435-7908,,dave.martin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3662.0
5001600000oLWbHAAW,False,,00009517,0031600002OlyzWAAR,001G000000urMptIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Helen Martin and Dennis Stevenson,Medium,Went over case recommeded 30 K to spousal RRSP which we will switch to a RRIF in a year. 100k of life each 10yr term and 15K of perm.,False,,False,False,00516000006nRQ8AAM,2016-03-23T18:45:24.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(519) 435-7908,,dave.martin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3662.0
5001600000oLYZEAA4,False,,00009518,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"March 23rd, 2016",Medium,"Group effective January 1st, 2014.  Employee involved in OC Transpo/Train accident and at time of sign up, the client was trying to work with the employee to avoid an LTD claim.  
Unfortunately, she has not returned to work and applied for and was approved for LTD and Life Waiver through Manulife (previous carrier).  As the case was in litigation, the approval for the LTD and Life Waiver did not happen until Jan 2015, retro to January 2014.  We have been able to terminate LTD, Life and AD&D back to January and Feb 2014 as employee is not eligible for these benefits under this plan. Processed by Valerie MacKay. Mg.",True,2016-03-23T20:10:04.000+0000,False,False,005G0000002gxymIAA,2016-03-23T20:09:55.000+0000,005G0000002gxymIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,001G0000019ptunIAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3662.0
5001600000oLgrPAAS,False,,00009519,0031600002NUL3mAAH,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Asset Transfer Service (for mutual fund ""in-kind"" transfers)",Medium,I sent Julio my ATS Rep guide today,True,2016-03-29T20:08:09.000+0000,False,False,005G0000002gy7yIAA,2016-03-24T14:54:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)276-1177,(416) 678-2916,julioluis.anopol@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,Presentation,0.0,0.0,0.0,,False,3661.0
5001600000oLjHyAAK,False,,00009520,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Recent budget changes,Medium,,True,2016-03-24T16:32:44.000+0000,False,False,005G0000002heHMIAY,2016-03-24T16:32:37.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3661.0
5001600000oLjImAAK,False,,00009521,003G0000018f7HWIAY,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Accessing cash in corporate owned LI,Medium,,True,2016-03-24T16:33:34.000+0000,False,False,005G0000002heHMIAY,2016-03-24T16:33:28.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(780)940-4795,,charlie.sarnoski@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3661.0
5001600000oLjJuAAK,False,,00009522,003G0000018f7pAIAQ,001G000000urMwtIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Review USA,Medium,,True,2016-03-24T16:34:26.000+0000,False,False,005G0000002heHMIAY,2016-03-24T16:34:19.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)343-7769,(403) 357-0845,john@surepathgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3661.0
5001600000oLk34AAC,False,,00009523,003G0000018f6hGIAQ,001G000000urMquIAE,,,,,,Life,,In Progress,,In Person,,Joel S.,Medium,Joel has 3 corporations with retained earnings.  Joel needs help arranging things in a tax advantaged way.,False,,False,False,00516000006lhhmAAA,2016-03-24T17:02:09.000+0000,00516000006lhhmAAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)660-9414,,alex.alberico@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhmAAA,,,,,,,3.0,0.0,0.0,,False,3661.0
5001600000oMJUxAAO,False,,00009524,003G0000018f7VPIAY,001G000000urN1nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Added Power of Attorney (1) so son can sign for father's claims.,Medium,"April 29, 2016 - My understanding from HO is this was completed. Original POA couriered to advisor on April 28th.

March 28, 2016 - forwarded original power of attorney document to Selectpac Inforce with note to email confirmation once received and confirm next steps so I can track it.",True,2016-04-29T16:22:13.000+0000,False,False,005G0000002gyDHIAY,2016-03-28T15:14:40.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604) 510-2709,(604) 657-5034,brien@vanfraser.ca,,,,,,,,,,,,,,,0.0,,0011600001lUj15AAC,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMNH5AAO,False,,00009525,003G0000018f7DGIAY,001G000000urMjXIAU,,,,,,Life,,In Progress,,In Person,,"Karen,, Ryan",High,"Conversion of 27+ k of premium.  Newly inforced.  Caused placement issues.  Delegated to becky, and our NBA.  All under control.",False,,False,False,00516000006nRRLAA2,2016-03-28T17:32:54.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(647)349-7070,(647) 808-7700,elke@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMNNWAA4,False,,00009526,003G0000024MfVXIA0,001G000000urMqVIAU,,,,,,Life,,In Progress,,In Person,,Skype Call Client,Medium,UL vs Par.  Reviewed FF with both Bennetts and identified differences for the client from a yield perspective.  Not sure what success will be but good sized case and good to see both of them working on it.,False,,False,False,00516000006nRRLAA2,2016-03-28T17:35:52.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(519)651-6660,(647) 401-5902,margaret.bennett@cowangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMNREAA4,False,,00009527,0031600002ISXVCAA5,001G000000urMqVIAU,,,,,,Life,,In Progress,,In Person,,HNW deck for specific client opportunity,Medium,Built presentation together and reviewed content.  Illustrations and graphics to be added by Stephen in preparation for our review Tuesday March 29th.,False,,False,False,00516000006nRRLAA2,2016-03-28T17:37:41.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416) 366-2971,,stephen.boeckh@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,1.0,0.0,0.0,,False,3657.0
5001600000oMNemAAG,False,,00009528,003G000001Nrj6zIAB,001G000000urMqVIAU,,,,,,Mutual Fund,,In Progress,,In Person,,Transfer Opportnity from IG,Medium,"Transfer guidleines, rules, and procedures dealt with.  He is now sort of competent (I hope he reads this!)

Opportunity is small, but he needed help with the admin.",False,,False,False,00516000006nRRLAA2,2016-03-28T17:44:38.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416)366-2971,(647) 880-2874,calvin.miller@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMNgsAAG,False,,00009529,003G000001Nrj6zIAB,001G000000urMqVIAU,,,,,,Mutual Fund,,In Progress,,In Person,,Transfer Opportnity from IG,Medium,"Transfer guidleines, rules, and procedures dealt with.  He is now sort of competent (I hope he reads this!)

Opportunity is small, but he needed help with the admin.",False,,False,False,00516000006nRRLAA2,2016-03-28T17:45:54.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416)366-2971,(647) 880-2874,calvin.miller@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMNi5AAG,False,,00009530,003G000001Nrj6zIAB,001G000000urMqVIAU,,,,,,CI,,In Progress,,In Person,,LB Reissue,Medium,"Moving forward, underwriting complete.  Reissue taking forever.  needed help pushing it forward.",False,,False,False,00516000006nRRLAA2,2016-03-28T17:46:43.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416)366-2971,(647) 880-2874,calvin.miller@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMNk1AAG,False,,00009531,003G000001Nrj6zIAB,001G000000urMqVIAU,,,,,,CI,,In Progress,,In Person,,3xLB medium size cases,Medium,"partners or colleagues...all around the 5-10 premium range.  Illustrations complete for one, two other meetings set for the others.  I believe a split case with don on the first , and calvin owns the following two referrals.",False,,False,False,00516000006nRRLAA2,2016-03-28T17:48:04.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416)366-2971,(647) 880-2874,calvin.miller@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMNtwAAG,False,,00009532,0031600002ISiUTAA1,001G000000urMqVIAU,,,,,,Life,,In Progress,,In Person,,NBN issues,Low,"Worked with Danielle getting about 6k family premium through the application process.  All internal work, I was not client facing.",False,,False,False,00516000006nRRLAA2,2016-03-28T17:53:10.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,,,danielle.vadius@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMNvsAAG,False,,00009533,0031600002ISiUTAA1,001G000000urMqVIAU,,,,,,Mutual Fund,,In Progress,,In Person,,Investment Opportunity,Medium,"200-250k  Plan to be built.  More of a long term case, but second meeting will happen within the first few weeks of April.  No consultant help needed.",False,,False,False,00516000006nRRLAA2,2016-03-28T17:54:17.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,,,danielle.vadius@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMNycAAG,False,,00009534,0031600002PlC70AAF,001G000000urMqVIAU,,,,,,Mutual Fund,,More Information Required,,In Person,,"Small Case, but his First RIS case",Medium,"Approximately 40-120k of money.
Discussion of prostration, portfolio building, liquidity concerns and time horizon (home purchase funds)",False,,False,False,00516000006nRRLAA2,2016-03-28T17:55:38.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416) 366-2971,,jordan.enns@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMU86AAG,False,,00009535,003G000001C3YRHIA3,0011600001q0d50AAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Cascadia Environmental - Open Enrolment Request Sent to HO,Medium,"April 7, 2016 - received approval from HO and received original applications. Sending to Sabrina M tomorrow for processing. Effective April 15, 2016.

April 4, 2016 - received copies of the two EE apps and have forwarded to Tara N with a request for open enrolment effective April 15.

Mar 28th - received email from office manager asking if they can multiple people at renewal. Sounds like they are confused and actually will need an open enrolment. Waiting for confirmation.",True,2016-04-07T21:37:57.000+0000,False,False,005G0000002gyDHIAY,2016-03-28T21:40:23.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604) 859-1200,(604) 866-8139,tarl@gotoguysinsurance.com,(604) 864-8014,,,,,,,,,,,,,,0.0,,001G000001kpOBdIAM,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMWhfAAG,False,,00009536,003G000001fFf4qIAC,001G000000urMr0IAE,,,,,,Segregated Fund,,In Progress,,In Person,,Pension,High,"Great meeting with Mrs. M
rolled $14k, opened $500k",False,,False,False,00516000006nRRKAA2,2016-03-29T01:46:44.000+0000,00516000006nRRKAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(647)945-8525,,mike@torogrowth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRKAA2,,,,,,,0.0,0.0,0.0,,False,3657.0
5001600000oMboDAAS,False,,00009537,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Post mortem tax planning,Medium,,True,2016-03-29T14:43:40.000+0000,False,False,005G0000002heHMIAY,2016-03-29T14:43:32.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3656.0
5001600000oMbukAAC,False,,00009538,003G0000018f6oXIAQ,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,USA,Medium,,True,2016-03-29T14:46:33.000+0000,False,False,005G0000002heHMIAY,2016-03-29T14:46:27.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)410-6810,,allison@familywealthcoach.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3656.0
5001600000oMgFrAAK,False,,00009539,003G000001xnKBEIA2,001G000001aqqAPIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Hamilton Industries - Potential Open Enrolment for two EE's,Medium,"May 13, 2016 - Sent Open Enrolment Approval and three original apps to Sabrina Muzyka.

Apr 19, 2016 - Sent email to PA to confirm one DOE. Turns out I need an open enrolment for three plan members. Sent her amendment form to chg WP to 6 months eff May 1 and asked her to confirm we have no one currently in the waiting period.

___________________________________________________________

Waiting confirmation and copies of enrolment forms for two ee's. There is currently a 2 month WP but the ER thought it was 6 months.

Pending an amendment letter to bring the account up to date as well for the WP.",True,2016-05-13T18:26:34.000+0000,False,False,005G0000002gyDHIAY,2016-03-29T17:18:19.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604) 306-5021,,alex@hamiltonindustries.ca,,,,,,,,,,,,,,,0.0,,001G000001aqqAPIAY,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3656.0
5001600000oMgQLAA0,False,,00009540,0031600002FJXZnAAP,0011600001o6bfcAAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Core Mechanical - Changed WP retroactive to Jan 1, 2016.",Medium,"April 29, 2016 - Completed and EE's added correctly. Billing also correct now.

March 29, 2016 - Once processed we need to have Maggie P change to late apps (have notification in efile under RE: Late Applicant) to not late.",True,2016-04-29T16:23:01.000+0000,False,False,005G0000002gyDHIAY,2016-03-29T17:23:36.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604) 210-2673,,info@resolutionaccounting.ca,,,,,,,,,,,,,,,0.0,,0011600001o6bfcAAA,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3656.0
5001600000oMioAAAS,False,,00009541,003G0000018f6oXIAQ,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Changes to LI tax laws,Medium,,True,2016-03-29T18:54:00.000+0000,False,False,005G0000002heHMIAY,2016-03-29T18:53:53.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)410-6810,,allison@familywealthcoach.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3656.0
5001600000oMkWGAA0,False,,00009542,003G0000018f7ENIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client concerned about our corporate strength,Medium,I sent Norm our quarterly Corporate strength 1 pager and our credit ratings compared to the Big 5 banks,True,2016-03-29T20:01:05.000+0000,False,False,005G0000002gy7yIAA,2016-03-29T20:00:59.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3656.0
5001600000oMkpcAAC,False,,00009543,003G0000024MftbIAC,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,"Client not certain why their accounts show $20,000 in withdrawals?",Medium,"Matt may have to order prior client statements to shed light on how much money was withdrawn.  If they don't know where it went, the date of the withdrawal can be searched as to where London Life sent it.

Right now client thinks they are at a loss since they don't recall why their account should have fallen by this much",True,2016-03-29T20:14:22.000+0000,False,False,005G0000002gy7yIAA,2016-03-29T20:14:18.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,905-276-1177,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3656.0
5001600000oMkuSAAS,False,,00009544,003G0000018f7IsIAI,001G000000urMvxIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,John needs tax reporting on non-reg account in terms of MAS,Medium,"WE report total MAS only (in this case on 3 registered plans and 1 non registered plan).  John needs to know how much of the MAS was in detail that applied only to the Non reg.

I ran reports on Investment Cente to provide itemized MAS fees, by account, and summarized the cost for John in an email.  I atteched the Wealth Centre reports for the 4 quarters in 2015 the Accountant needs

Christine and Jennifer assisted in this as well.  Also Paul provided how to do this to our Quadrus ASR who said itemized MAS reporting was not available.  (this is wrong)",True,2016-03-29T20:17:50.000+0000,False,False,005G0000002gy7yIAA,2016-03-29T20:17:45.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)363-5800X150,,john@maia.team,(905)363-7771,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3656.0
5001600000oMl1iAAC,False,,00009545,003G000001dNaD2IAK,001G000001J2YYkIAN,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,HNW case referral today to Kelvin Wong,Medium,"Wendy and I completed the HNW case form so Kelvin can prepare the proposal, IPS for Wendy.",True,2016-03-29T20:22:04.000+0000,False,False,005G0000002gy7yIAA,2016-03-29T20:21:57.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)291-2527,(905) 515-8205,wendy@binnaclefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0vIAA,,,,0.0,0.0,0.0,,False,3656.0
5001600000oMnK8AAK,False,,00009546,0030A0000029aAwQAI,001G000000wjNqgIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,STD claim denied due to discrepency in DOE dates on enrollment form and STD claim form,Medium,"STD case manager, Debbie Prohaszka, denied claim due to discrepancy in DOE on the claim form and enrollment form. This group has been given an exception by the Van SMC to allow their employees to work 1240 hours before enrolling for benefits, and when they do enroll their employees are added on the first of the month following their 1240 hours of full-time employment. Debbie is unaware of this exception made and therefore denied the claim due to the fact that the ""real"" DOE was used on the STD claim form as opposed to the DOE used on the application (1st of the month following the 1240 hours worked).

April 4th, 2016 - e-mail sent to HO asking for approval of claim with reason why.

April 8th - amendment requests submitted to change class names for class 2 and 3, change minimum hours required from 25hrs/week to 24hrs/week, and submitted excel spreadsheet provided by PA to change class for certain employees enrolled improperly. Erin Peters is now waiting for amendments to be processed before changing classes for said employees.

April 12th - Amendments submitted

April 22nd - Amendments completed yesterday and disability claim for employee is being reassessed today.",True,2017-04-06T19:08:35.000+0000,False,False,00516000005kOnYAAU,2016-03-29T22:32:37.000+0000,00516000005kOnYAAU,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604)682-5431,,steve.nowak@igpwm.ca,(604)681-3207,,,,,,,,,,,,,,0.0,,001G000001YMKUyIAP,0.0,False,,,,,,00516000005kOnYAAU,,,,,,,0.0,0.0,0.0,,False,3656.0
5001600000oMxp3AAC,False,,00009547,0030A0000029VtQQAU,001G000000vkup9IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Death claim for ID 9 - beneficiary may be contested,Medium,"Employee has passed away following medical leave of absence.

Aug 8, 2016 - Last week mailed cheque to executor.  As no original app was found, cheque was made to beneficiary.",True,2016-08-08T21:57:07.000+0000,False,False,005G0000002gyGzIAI,2016-03-30T17:38:51.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(250)361-2282,,fancy.ching@cibc.ca,(250)361-2270,,,,,,,,,,,,,,0.0,,0011600001lUgFDAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,4.0,0.0,0.0,,False,3655.0
5001600000oMzQpAAK,False,,00009548,003G0000018f6kxIAA,001G000000urMo8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,OOC claim (12) - Declined,Medium,"May 4th - OOC Claim declined. Incurred after 60 day trip limitation. Forwarded to MSP on behalf of the plan member.

March 30, 2016 - Follow up on life claim for this ee as it may be outside the 60 day trip limit. Sent to HO today. Kept copy in work in progress file for follow up. CF",True,2016-05-16T16:55:28.000+0000,False,False,005G0000002gyDHIAY,2016-03-30T18:42:54.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604)722-4910,(604) 722-4910,abraham@pcbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUdL8AAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3655.0
5001600000oN1xCAAS,False,,00009549,003G000001M9TxJIAV,001G000000urMptIAE,,,,,,Segregated Fund,,In Progress,,In Person,,550K from client,Medium,Spoke with Rob clients Father passed away money is with Edward Jones in probate. Gave him some ideas on how to move that over from the current advisor once probate is doen,False,,False,False,00516000006nRQ8AAM,2016-03-30T20:17:58.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(519)850-4949X103,(519) 859-9238,rob@robshearer.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3655.0
5001600000oN8x0AAC,False,,00009550,003G0000018f6U6IAI,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Mar 15/16 - Life Claim,Medium,"Death on Nov. 29/15 for JH, employee application copy requested from HO.
Mar 31/16 claimant signature obtained and emailed to HO.",True,2016-04-27T16:20:06.000+0000,False,False,005G0000002gy4AIAQ,2016-03-31T13:14:08.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)355-5596,,tom@tmacleodfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUKAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3654.0
5001600000oNEwSAAW,False,,00009551,0031600002OlyzWAAR,001G000000urMptIAE,,,,,,Life,,In Progress,Complex Case,In Person,,Thomas,Medium,Went through applications to show Dave how to close the case and what questions to ask. Went through objections and how to move the money over.,False,,False,False,00516000006nRQ8AAM,2016-03-31T17:19:09.000+0000,00516000006nRQ8AAM,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(519) 435-7908,,dave.martin@freedom55financial.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,00516000006nRQ8AAM,,,,,,,0.0,0.0,0.0,,False,3654.0
5001600000oNN96AAG,False,,00009552,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia - Prescription Drug Claims,Medium,"Grp was intially setup with Enhanced Generic vs. Generic (no subsitution) and as a result some plan members claims were cut-back.  As an exception, advisor asked if we could pay the claims, on an ex-gratia basis, as though it had not been cut back to due to generic version. Request was approved and following claims were pd on March 16, 2016:

ID#25 - Ex-Gratia payment in amt of $46.73
ID#23 - Ex-Gratia payment in amt of $93.28
ID#35 - Ex-Gratia payment in amt of $32.15",True,2016-04-01T01:08:55.000+0000,False,False,005G0000002gxytIAA,2016-04-01T01:08:40.000+0000,005G0000002gxytIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001sH6NrAAK,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3654.0
5001600000oNR40AAG,False,,00009553,003G0000020tUwrIAE,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Setting up Core & Explore and KYC,Medium,"Sukhi selling Aggressive portfolio but needed help on fund codes and KYC.
I showed her that both are now contained inside the proposal on N Drive",True,2016-04-01T14:06:04.000+0000,False,False,005G0000002gy7yIAA,2016-04-01T14:05:54.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)276-1177X466,(647) 330-1456,info@sukhisandhu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3653.0
5001600000oNSCMAA4,False,,00009555,003G0000018f7H8IAI,001G000000urMqlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,How to provide online (internet) access for clients,Medium,"We went to Advisor Site > Investments > Segs > I > and Investment Summary.  I told Craig to cut and past the information into his email
> information being Website address, Activation Code and that the client needs to enter DOB + SIN + 1 account number",True,2016-04-01T14:58:16.000+0000,False,False,005G0000002gy7yIAA,2016-04-01T14:58:07.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416)420-9194,(416) 420-9194,craig@intrepidfs.ca,(249)502-5798,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3653.0
5001600000oNShPAAW,False,,00009556,003G0000018f6wdIAA,001G000000urMrJIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Annuity for Life Premium (WilsonLiu, YorkNorth)",High,"Wilson has a case, child life, $15000 annual premium, 20 pay. Client want to pay one premium. Suggested using annuity.",True,2016-08-08T17:17:18.000+0000,False,False,005G0000002gyCuIAI,2016-04-01T15:19:34.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)475-0122,(647) 887-8778,wilson.liu@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,,1.0,0.0,0.0,,False,3653.0
5001600000oNUo7AAG,False,,00009557,003G0000018f7uAIAQ,001G000000urN0CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Gartside open enrollment and issue getting manager covered,Medium,"Waiting for Jim to confirm date Gartside took owership of the second business then can explore options with head office.

April 11/16 - Advised FA that employee who previously signed total waiver quit then was rehired. Waiting to clarification on the impact this has.

April 25/16 - Drafted letters sent to PA for signing to proceed with open enrollment and add affiliate company and waive waiting period.

May 2, 2016 - Signed open enrollment received. Forwarding to HO.",True,2016-10-30T14:21:52.000+0000,False,False,005G0000002gyGzIAI,2016-04-01T16:47:34.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(250)213-6964,(250) 213-6964,duquettefinancial75@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUgEBAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,2.0,0.0,0.0,,False,3653.0
5001600000oNWnQAAW,False,,00009558,003G000001B4oPbIAJ,001G000000urN58IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,MRP Claim for ID#4,High,"The client is getting frustratd due to they feel we are giving them the run around.  They have sent the documents numerous times, as well as the cheuqe of $5,300, but the claim still not paid.

April 4, 2016 - I received a confirmation form GCCS:  The claim was processed and paid on march 30th.  I advised Lou via email today.",True,2016-04-04T14:37:51.000+0000,False,False,005G0000002gy6GIAQ,2016-04-01T18:08:20.000+0000,005G0000002gy6GIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905) 297-4669,,lou.pellicciotta@nacora.com,,,,,,,,,,,,,,,0.0,,0011600001lUkDGAA0,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3653.0
5001600000oNXbvAAG,False,,00009559,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Apr 1/16- Severance Request,Medium,"We have a severance request for policy 289551, id x, DE.
Date of Hire: Jan 1/05
Date notified (confirmation that this is also the last day worked): March 1/16, we have terminated the above without cause as a result of downsizing her position
Last day of statutory notice period*: April 26/16
Last day of benefits extension as part of a severance: July 29/16
Benefits to be extended as part of a severance: life, health and dental",True,2016-04-04T18:17:52.000+0000,False,False,005G0000002gy4AIAQ,2016-04-01T18:43:26.000+0000,005G0000002gy4AIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,001G000000xNfG7IAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3653.0
5001600000oNaBQAA0,False,,00009560,003G0000018f7VPIAY,001G000000urN1nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Paid Ex-gratia claim April 14, 2016 for ID10. $27",Medium,,True,2016-04-14T16:48:18.000+0000,False,False,005G0000002gyDHIAY,2016-04-01T20:36:32.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604) 510-2709,(604) 657-5034,brien@vanfraser.ca,,,,,,,,,,,,,,,0.0,,0011600001lUj0UAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3653.0
5001600000oNaiPAAS,False,,00009561,0031600002B7y4pAAB,0011600001lUdLpAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,EJM Construction - Requested to backdate open enrolment,Medium,"April 29, 2016 - Request was approved, but EE has left the company so no action required after all.

sent request to Val McKay April 1, 2016",True,2016-04-29T16:24:55.000+0000,False,False,005G0000002gyDHIAY,2016-04-01T21:07:35.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604) 575-7780,,ed@ejmgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUdLpAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3653.0
5001600000oNqoRAAS,False,,00009574,003G0000018f6ekIAA,001G000001BR7WLIA1,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance Reuest for ID22,Low,"extend Life, Health & Dental for ID #22 Denis Beneteau from March 31/16 to April 28/16.  Approved April 4, 2016",True,2016-04-04T13:26:54.000+0000,False,False,005G0000002gy6GIAQ,2016-04-04T13:26:33.000+0000,005G0000002gy6GIAQ,2016-04-13T13:02:21.000+0000,005G0000002gy6GIAQ,2018-10-05T23:37:18.000+0000,(905)869-9117,(905) 869-9117,tom@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,0011600001m0CjmAAE,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3650.0
5001600000oNu4XAAS,False,,00009575,003G000001IkVHcIAN,001G000000urN1mIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Colin Campbell ASO - Requesting to backdate addition of MRP to October 1, 2015",Medium,"Sept 26, 2016 - Haven't obtained letter. Case closed.

June 10th - Sent follow up to Dan re: Backdating letter. Also need Gnet User form signed for adding MRP bills to Gnet for client.

May 16th - Sent follow up to Dan re: Backdating Letter.

Apr 29, 2016 - Sent follow up to advisor for outstanding letter.

Apr 22, 2016 - Received request to backdate MRP and had new amendment letter signed by client. This was sent to Head Office as a rush as we have a pending claim from October 2015. HO came back wanting another letter signed by the client (MRP backdating letter) but RD got approval to proceed with this letter to follow as the client would have been even more frustrated at the delay since they already resigned a new amendment letter. Today I received notification everything has been processed and the cheque is being issued to the plan member on Monday. I have now asked advisor to obtain backdating letter for our files.



April 4 - Sent request to backdate MRP",True,2016-09-26T20:20:33.000+0000,False,False,005G0000002gyDHIAY,2016-04-04T15:21:23.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(604) 961-3697,,dfortuna@tagf.com,,,,,,,,,,,,,,,0.0,,0011600001lUjO5AAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3650.0
5001600000p3z8WAAQ,False,,00009576,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Open Enrollment,Medium,Adding 6 EE's through Open Enrollment,True,2016-08-19T17:23:51.000+0000,False,False,005G0000002gyDvIAI,2016-04-04T19:41:25.000+0000,005G0000002gyDvIAI,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,0011600001lUiDeAAK,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,3650.0
5001600000p3zAXAAY,False,,00009577,003G0000018f7njIAA,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment,Medium,"Looking to do open enrollment adding 65 employees...
New employee number is 32 EE for O/E.. Sent in for review

Been approved, waiting on applications
Completed",True,2016-09-26T19:07:58.000+0000,False,False,005G0000002gyDvIAI,2016-04-04T19:42:46.000+0000,005G0000002gyDvIAI,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(250)614-7713,,lauriepackman@telus.net,,,,,,,,,,,,,,,0.0,,0011600001lUiCoAAK,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,3650.0
5001600000p3zrEAAQ,False,,00009578,003G0000018f7OtIAI,001G000000urN9oIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,#95 accident d'auto depuis le 30 octobre 2015./  Retour au travail 8 aout 2016,Medium,l'eer enverra formulaire pour exo de prime,True,2016-11-14T18:49:31.000+0000,False,False,005G0000002gxzsIAA,2016-04-04T20:05:30.000+0000,005G0000002gxzsIAA,2016-11-14T18:49:31.000+0000,005G0000002gxzsIAA,2018-10-05T23:37:18.000+0000,(819)583-7018,,gestionvie@assurancesmproteau.ca,,,,,,,,,,,,,,,0.0,,0011600001lUg2hAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3650.0
5001600000p44LRAAY,False,,00009580,003G0000018f7YMIAY,001G000000urN5tIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,"Johnson, O/ Rorabeck -Case",Medium,Selling policies to corporation and/or making a donation. Two phone calls with client and (one including his accountant),True,2016-04-05T00:32:34.000+0000,False,False,005G0000002gxzcIAA,2016-04-05T00:32:20.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)639-6443,,ojohnson@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,6.0,0.0,0.0,,False,3650.0
5001600000p44TkAAI,False,,00009581,003G0000018f7YMIAY,001G000000urN5tIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Explain ACB impact on CDA-Old case,Medium,,True,2016-04-05T00:48:29.000+0000,False,False,005G0000002gxzcIAA,2016-04-05T00:48:12.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)639-6443,,ojohnson@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,3650.0
5001600000p4A2KAAU,False,,00009582,003G000001wupQgIAI,001G000000urMqQIAU,,,,,,Segregated Fund,,More Information Required,,Phone,,Client looking for help with Fathers Estate,High,Was schedueled to meet with this client but was postponed due to the weather we experienced on Monday.,False,,False,False,00516000006lhhEAAQ,2016-04-05T14:50:16.000+0000,00516000006lhhEAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(289)616-4812,(289) 686-4812,john.cameron@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhEAAQ,,,,,,,0.0,0.0,0.0,,False,3649.0
5001600000p4AJuAAM,False,,00009583,003G0000018f7leIAA,001G000000urMzhIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment for Dividend Income,Medium,"Received email from FA in H/o advising that an LTD claim was declined as the employee was taking dividends and their plan didn't support dividend income.
FA willing to backdate amendment to change the contract to include dividends, sent email to advisor requesting the letter to do so. This change doesn't mean the LTD claim will be approved, just means that the income can be included as eligible income.
Received amendment letter April 18 to amend contract. Sent to h/o for processing.",True,2016-04-19T16:33:21.000+0000,False,False,005G0000002gyAKIAY,2016-04-05T14:59:12.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(902)334-2818,(902) 719-9610,dave_meagher@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlKiAAK,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3649.0
5001600000p4B7LAAU,False,,00009584,0031600002C6qniAAB,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"life & ad &D hardcoded on system, 2 owners turned 67 and 71 , amts never reduced",Medium,"April 5/16--Because it was hard coded and never changed, we had to go back to age 65 for Don and Jack because their life and ad &D amounts were never reduced by 50%.
We just gave them about 6000$ credit to their bills.
I checked with head office and they are suppose to fix this for another employee Paul.",True,2016-04-05T15:25:54.000+0000,False,False,005G0000002gy4FIAQ,2016-04-05T15:25:33.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)592-2889,,peter@healthsourceinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgH8AAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3649.0
5001600000p4D2NAAU,False,,00009585,0031600002EU6MSAA1,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,how does 100% DB guarantee work for elderly clients?,Medium,"Under age 80 they get  it.  After that it is graded, and increases 5% annually before it gets to 100%.  If that is a concern, then sell Estate Protection",True,2016-04-05T16:14:21.000+0000,False,False,005G0000002gy7yIAA,2016-04-05T16:14:13.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416)889-5488,(416) 889-5488,jon@jjtfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3649.0
5001600000p4DuPAAU,False,,00009586,003G0000018f7QOIAY,001G000000urMyIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI planning with US person,Medium,,True,2016-04-05T16:48:23.000+0000,False,False,005G0000002heHMIAY,2016-04-05T16:48:10.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)863-1613,(403) 863-1613,dane@clearpeak.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3649.0
5001600000p4E0NAAU,False,,00009587,003G0000018f6XgIAI,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,,True,2016-04-05T16:50:56.000+0000,False,False,005G0000002heHMIAY,2016-04-05T16:50:50.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)329-6220,,geoff@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3649.0
5001600000p4E5rAAE,False,,00009588,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Post mortem tax planning,Medium,"Spoke to accountant, Hal Sloan, for William",True,2016-04-05T16:53:21.000+0000,False,False,005G0000002heHMIAY,2016-04-05T16:53:14.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3649.0
5001600000p4ECJAA2,False,,00009589,0031600002astAVAAY,0011600001uGv3uAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Lane Snow inv 12 nov 2012 exo complet ancienne police,Medium,,True,2016-09-16T15:06:42.000+0000,False,False,005G0000002gxzsIAA,2016-04-05T16:57:48.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(514)927-9453,(514) 927-9453,william.labrie@bci-inc.ca,,,,,,,,,,,,,,,0.0,,0011600001urFomAAE,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3649.0
5001600000p4EEAAA2,False,,00009590,0031600002astAVAAY,0011600001uGv3uAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Michel Thauvette 6-4-8 invalidité depuis 29 septembre 2015 aucune exo avec ancienne police,Medium,,True,2016-09-16T15:13:03.000+0000,False,False,005G0000002gxzsIAA,2016-04-05T16:58:43.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(514)927-9453,(514) 927-9453,william.labrie@bci-inc.ca,,,,,,,,,,,,,,,0.0,,0011600001urFomAAE,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3649.0
5001600000p4EQGAA2,False,,00009591,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,2016 Federal budget changes to LI,Medium,,True,2016-04-05T17:06:03.000+0000,False,False,005G0000002heHMIAY,2016-04-05T17:05:57.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3649.0
5001600000p4PPQAA2,False,,00009592,003G0000018f6WjIAI,0015o000008CyvpAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,LIfe Claim &sSurvivor benefits- ID#8,Medium,"Rec'd completed Life Claim/death certificate for ID#8.  
April 6th - emailed forms to Denise Sheppit at HO, advising her that the original documents will be sent to her within next 2 days.

April 18th- rec'd life chq - spoke with Advisor's office who confirmed that beneficiary, Judi Moffat, will be coming by office to pickup cheque (Picked up April 20th)

April 21/2016- survivor benefits card recd and as per advisor, mailed directly to Judith Moffatt (the surivor).",True,2016-04-26T00:48:38.000+0000,False,False,005G0000002gxytIAA,2016-04-06T11:58:29.000+0000,005G0000002gxytIAA,2024-03-11T14:07:36.000+0000,0055o0000019VX9AAM,2024-03-11T14:07:37.000+0000,(613)258-1997,,geoff@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUlngAAC,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3648.0
5001600000p4RZmAAM,False,,00009593,003G0000018f6RgIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,POA requesting withdrawal from account,Medium,"We need the POA
If ongoing, I suggest to start a SWP to avoid having to manually process withdrawals.  Use the Auto Instructions form",True,2016-04-06T14:13:55.000+0000,False,False,005G0000002gy7yIAA,2016-04-06T14:13:44.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)276-1177,,mario.ditomaso@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3648.0
5001600000p4RsAAAU,False,,00009594,0030A0000029XsyQAE,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Client meeting (jeweler) - complete waste of time,Medium,Client provided false information prior to meeting.  Advisor had no prior relationship with client.  Client is in financial distress.  No prospect for large case life insurance sale.,True,2016-04-06T14:27:55.000+0000,False,False,005G0000002heHMIAY,2016-04-06T14:27:46.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(780)340-2189,,wei.chew@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3648.0
5001600000p4TDsAAM,False,,00009595,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Life,,Closed - Responded,,In Person,,Ben Joanne,Medium,"All UL products that aren't performing well, discussing PAR to replace the UL. 
Currently paying $450 into UL products.",True,2016-07-20T15:24:37.000+0000,False,False,00516000006lhiDAAQ,2016-04-06T15:16:16.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3648.0
5001600000p4TOMAA2,False,,00009596,003G000001lFaGDIA0,001G000000urMrmIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Jen W,Medium,Works for a mortgage company and wants to do investments and insurance.,False,,False,False,00516000006lhiDAAQ,2016-04-06T15:23:38.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)748-3455,(613) 222-9065,amelia.dalpai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3648.0
5001600000p4TQwAAM,False,,00009597,003G0000018f7XqIAI,001G0000019rMOrIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Service Request,Low,"Severance request for ID 17, 5, 14 from Feb 29-May 31 2016
ID15, 16, 18 from Apr 1 - June 30 2016",True,2017-01-19T13:34:47.000+0000,False,False,005G0000002gy6GIAQ,2016-04-06T15:25:18.000+0000,005G0000002gy6GIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905) 333-8558,,michael@oca-benefits.com,(289) 813-8858,,,,,,,,,,,,,,0.0,,0011600001skunrAAA,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3648.0
5001600000p4VICAA2,False,,00009598,003G0000018f6ahIAA,001G000000urMrtIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Apr 1/16-Life Claim,Medium,"DW spouse Life Claim, paperwork brought in person.
Brian will deliver payment",True,2016-04-25T13:01:30.000+0000,False,False,005G0000002gy4AIAQ,2016-04-06T16:40:48.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)591-0337,(613) 720-5434,brian.adams@ecivda.com,,,,,,,,,,,,,,,0.0,,0011600001lUkT9AAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3648.0
5001600000p4WA9AAM,False,,00009599,003G0000018f7mqIAA,001G000000urN0wIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia request,Medium,"EE #1 had 2 pairs of orthodics prescribed for him...It was his physiotherapist and not his Physician that prescribed them. He got declined under his base plan

Was approved under base plan after all....no ex-gratia necessary",True,2016-08-19T17:28:01.000+0000,False,False,005G0000002gyDvIAI,2016-04-06T17:16:06.000+0000,005G0000002gyDvIAI,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(250)860-2426,,jeff.cox@acera.ca,,,,,,,,,,,,,,,0.0,,001G0000010BxpGIAS,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,3648.0
5001600000p4hu6AAA,False,,00009600,003G000001IkV1mIAF,001G000000urMjXIAU,,,,,,Life,,Closed - Responded,,In Person,,WL case,Medium,"it's a PAR policy on himself, policy has already been delivered",True,2016-04-21T19:41:04.000+0000,False,False,00516000006lhi4AAA,2016-04-07T13:17:53.000+0000,00516000006lhi4AAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416)250-9988X222,,havilland.day@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi4AAA,,,,,,,0.0,0.0,0.0,,False,3647.0
5001600000p4jlGAAQ,False,,00009601,003G0000024MgW4IAK,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Email,,Cliente ayant des avances sur police,Medium,Veut savoir le comportement de la police et des avances si la cliente recommence à payer la prime de 4 polices sur la tête de ses enfants.,False,,False,False,00516000006ZyH2AAK,2016-04-07T14:47:23.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(819)375-4974,(450) 675-8277,jean-daniel.trudel@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3647.0
5001600000p4jqfAAA,False,,00009602,003G000001NsFbsIAF,001G000000urMsgIAE,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Email,,Cliente approuvée avec surprime,Medium,"Comment appliquer les surprimes en MG et Invalidité.
Comprendre les explications de la tarification et comment les présenter à la cliente.",False,,False,False,00516000006ZyH2AAK,2016-04-07T14:50:06.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(819)375-4974,(819) 699-3690,daniel.bolduc@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3647.0
5001600000p4ju8AAA,False,,00009603,003G0000018f6zdIAA,001G000000urMskIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Complex Case,Phone,,Dossier Corporatif - Partnership,Medium,"Comment présenter à LL un dossier corporatif, quels éléments d'analyse utiliser pour justifier le montant demandé.
Discuté d'une lettre d'accompagnement et des documents qu'il devrait avoir à son dossier pour bâtir sa demande.",False,,False,False,00516000006ZyH2AAK,2016-04-07T14:52:39.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(819)690-5350,(819) 690-7802,martin@martinbrisebois.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3647.0
5001600000p4jvpAAA,False,,00009604,003G0000018f77DIAQ,001G000001bTKmiIAG,,,,,,Life,012G00000012AYVIA2,Postponed,Complex Case,In Person,,Budget fédéral 2016 - Transfert de police,Medium,,False,,False,False,00516000006ZyH2AAK,2016-04-07T14:53:44.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(819)812-1022,(450) 558-3820,myriam@laforteresse.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3647.0
5001600000p4kU1AAI,False,,00009605,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#212176 - April 7th, 2016 - Ex-Gratia Request",Medium,Requesting an ex-gratia to process a Compression Hose with missing required information in the amount of $295.00,True,2016-04-07T15:17:58.000+0000,False,False,005G0000002gxymIAA,2016-04-07T15:17:39.000+0000,005G0000002gxymIAA,2017-01-10T03:13:56.000+0000,005G0000002gxymIAA,2018-10-05T23:37:18.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUzAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3647.0
5001600000p4ko6AAA,False,,00009606,003G0000018f6cqIAA,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Phone,,Quel formulaire utiliser pour transformer une T10.,Medium,,False,,False,False,00516000006ZyH2AAK,2016-04-07T15:30:14.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3647.0
5001600000p4ksmAAA,False,,00009607,003G0000018f7IUIAY,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Email,,Question sur la permanente libérée,Medium,"Si client a 200K de permanente libérée et qu'il transforme 100K, est-ce qu'il conserve le 10% de montant libérée à 65 ans sur la portion restante.",False,,False,False,00516000006ZyH2AAK,2016-04-07T15:33:15.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(819)694-5712,(819) 694-5712,louis.gauthier@finanthropie.ca,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3647.0
5001600000p4kw0AAA,False,,00009608,003G0000029mx3WIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How do I know Home Office received my Auto Switch forms?,Medium,"He looked at the ""auto instructions"" on Inv Centre but doesn't show any pending switches?   NO, it won't.  This is only for actual monies being withdrawn from a bank account or paid to a bank account and won't capture switches.
We checked Communications / Notes Tab and there was a note that the Auto Switch form was received with 1st switches set for next Jan 2017",True,2016-04-07T15:37:14.000+0000,False,False,005G0000002gy7yIAA,2016-04-07T15:35:29.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,905-276-1177,(647) 833-3563,shahab.waheed@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3647.0
5001600000p4l0RAAQ,False,,00009609,003G0000018f7Z7IAI,001G000000urMyEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Client meeting (Langer),Medium,"Advisor sold group benefits to client's business and now presenting LI and DI options for client.  Client not interested in large premium LI, but may opt for cheaper term LI and DI options.",True,2016-04-07T15:39:00.000+0000,False,False,005G0000002heHMIAY,2016-04-07T15:38:46.000+0000,005G0000002heHMIAY,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3647.0
5001600000p4nMKAAY,False,,00009610,003G0000018f79hIAA,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"56yr Old Renovation Worker Retirement Saving Plan -- Jiang, Metro",Medium,"Jiang has a prospect, who is 56 yr old this year. He has an extra cash flow for $30,000 each year. Jiang is considering a plan combining Par and Investment for client's retirement savings.",True,2016-08-08T17:15:08.000+0000,False,False,005G0000002gyCuIAI,2016-04-07T17:26:32.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(647)500-0883,(647) 500-0883,jiangqian@gloryfinancialinvestment.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Analysis Document,1.0,0.0,0.0,,False,3647.0
5001600000p4yZiAAI,False,,00009611,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#281533 - April 8th, 2016 - Head Office Exception",Medium,"Client sent Clearstream an email back in September 2015 to terminate an employee.  This email was missed and never processed.  We obtained an exception to terminate this employee back to September 25th, 2015.  Approved by Maria Koropas. Mg.",True,2016-04-08T13:06:49.000+0000,False,False,005G0000002gxymIAA,2016-04-08T13:06:41.000+0000,005G0000002gxymIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlplAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3646.0
5001600000p5Qj1AAE,False,,00009612,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#298418 - 12 Month Common-Law Cohabitation Definition,Medium,"Carole has confirmed that the client wishes to have a 12 month common-law definition in place.  Contractually we cannot change this, however it can be monitored by the client.  I have requested that the HO file be marked with this uncommon exception. Mg.",True,2016-04-11T13:33:28.000+0000,False,False,005G0000002gxymIAA,2016-04-11T13:33:19.000+0000,005G0000002gxymIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kmmG8IAI,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3643.0
5001600000p5RrQAAU,False,,00009613,0030A0000029VOzQAM,001G000000urN5AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Exception - Withdrawal on different date to avoid suspension,Medium,head office has made ane exception to withdraw premium (Charito is setting up the withdrwal on April 12) to avoid interuption of their benefits.,True,2016-04-13T13:01:27.000+0000,False,False,005G0000002gy6GIAQ,2016-04-11T14:13:50.000+0000,005G0000002gy6GIAQ,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905)777-9990X200,,smarsh@bisinc.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkDZAA0,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3643.0
5001600000p5T62AAE,False,,00009614,003G0000018f73iIAA,001G000000urMqVIAU,,,,,,,,In Progress,,Email,,UL Portfolio,Low,Build for R&A.  No other details,False,,False,False,00516000006nRRLAA2,2016-04-11T14:59:17.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3643.0
5001600000p5TAYAA2,False,,00009615,003G0000024MfVXIA0,001G000000urMqVIAU,,,,,,,,In Progress,,In Person,,Inv port changes,Low,Review of portfolio to discuss ris decrease to investment options.  Good chance of a close here in the next week.,False,,False,False,00516000006nRRLAA2,2016-04-11T15:01:50.000+0000,00516000006nRRLAA2,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(519)651-6660,(647) 401-5902,margaret.bennett@cowangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,1.0,0.0,0.0,,False,3643.0
5001600000p5UMBAA2,False,,00009616,003G0000018f7UmIAI,0011600001lUkVdAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia request - ID#2,Medium,"Advisor provided incorrect info regarding VC benefits and how they are reset (calendar yr. vs rolling 24 months) to plan member and as a result, plan member $300 VC claim was declined.  Advisor asked if we could pay it on an ex-gratia basis.

Request sent to M&DS and on April 11th, rec'd confirmation that request was approved and $300 will be reimbursed to client.  Notified advisor of decision.",True,2016-04-11T15:44:03.000+0000,False,False,005G0000002gxytIAA,2016-04-11T15:43:57.000+0000,005G0000002gxytIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(613)563-1281,ext 31,jburns@david-burns.com,(613)563-0443,,,,,,,,,,,,,,0.0,,0011600001skxWNAAY,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3643.0
5001600000p5dn4AAA,False,,00009617,003G000001ZfIDDIA3,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,AQS asking for Unisex amount when source of funds is LIRA? What does this mean?,Medium,"Pensions are set up to pool lives for the purposes of actuarial evaluation of mortality risk.  Pensions must adhere either to sex distinct pricing or Unisex pricing.  I've never seen sex distinct pricing in my 10 years at GWL so it must have been something more common in the past.

Enter the same amount as entered in the AMOUNT field in the Unisex field so it will price the annuity properly.  Unisex pricing gives women more income as it blends in MALES which don't live as long as women, so annuity income is higher when Unisex compared to sex distinct",True,2016-04-11T21:10:01.000+0000,False,False,005G0000002gy7yIAA,2016-04-11T21:09:56.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:03.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:03.000+0000,(905) 276-1177 x504,(647) 389-0389,robert.mazur@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,70116000000TNAWAA4,,,,0.0,0.0,0.0,,False,3643.0
5001600000p5dyvAAA,False,,00009618,003G000001ZOECXIA5,001G000000urMnzIAE,,,,,,Life,,Closed - Responded,,In Person,,Jennifer Wu,Medium,,True,2016-04-15T19:13:34.000+0000,False,False,00516000006lhieAAA,2016-04-11T21:20:13.000+0000,00516000006lhieAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(604)438-1232,(778) 888-5789,annie.li@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhieAAA,,,,,,,0.0,0.0,0.0,,False,3643.0
5001600000p5eASAAY,False,,00009619,003G0000018f6l2IAA,001G000000urMnzIAE,,,,,,,,Closed - Responded,,In Person,,Kai Ying Lu,Medium,"DOB Dec 17, 1978, age 37 F, NS
Renting, living with mom. Real Estate salesperson, income $100K
Children 4, 6 yrs old. She is main source of income for family. Supporting parent.  Budget $7-8K.  Interested in Life, DI and investment.",True,2016-04-15T19:07:52.000+0000,False,False,00516000006lhieAAA,2016-04-11T21:28:49.000+0000,00516000006lhieAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(778)881-1251,(778) 881-1251,angela.chen@growneticfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhieAAA,,,,,,,0.0,0.0,0.0,,False,3643.0
5001600000p5eAmAAI,False,,00009620,003G0000018f6l2IAA,001G000000urMnzIAE,,,,,,,,Closed - Responded,,In Person,,Kai Ying Lu,Medium,"DOB Dec 17, 1978, age 37 F, NS
Renting, living with mom. Real Estate salesperson, income $100K
Children 4, 6 yrs old. She is main source of income for family. Supporting parent.  Budget $7-8K.  Interested in Life, DI and investment.",True,2016-04-15T19:12:33.000+0000,False,False,00516000006lhieAAA,2016-04-11T21:29:12.000+0000,00516000006lhieAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(778)881-1251,(778) 881-1251,angela.chen@growneticfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhieAAA,,,,,,,0.0,0.0,0.0,,False,3643.0
5001600000p5qtZAAQ,False,,00009621,0030A0000029XHWQA2,001G000000wjNqNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Lift suspension - in arrears,Medium,"April 12, 2016.  Charito made an exception to lift suspension for  a week, since there is a wire transfer being sorted out.",True,2016-04-13T12:59:36.000+0000,False,False,005G0000002gy6GIAQ,2016-04-12T17:37:32.000+0000,005G0000002gy6GIAQ,2023-05-31T07:40:55.000+0000,0050A000001TA3IQAW,2023-05-31T07:40:55.000+0000,(905)333-3335,,ken.zukiwski@ig.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,0011600001lUflXAAS,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3642.0
5001600000p5v4NAAQ,False,,00009622,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Principal residence deduction,Medium,,True,2016-04-12T19:27:11.000+0000,False,False,005G0000002heHMIAY,2016-04-12T19:27:02.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3642.0
5001600000p5vGmAAI,False,,00009623,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Death benefit to trustee,Medium,,True,2016-04-12T19:33:56.000+0000,False,False,005G0000002heHMIAY,2016-04-12T19:33:50.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3642.0
5001600000p5vigAAA,False,,00009624,003G0000018f6xmIAA,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,In Person,,Transformation à l'âge original,Medium,"Clarification des options de transfo à l'âge original
Si VU possible",False,,False,False,00516000006ZyH2AAK,2016-04-12T19:49:54.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(418)955-3255,(418) 955-3255,nicolas@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3642.0
5001600000p5vsWAAQ,False,,00009625,003G0000018f6xmIAA,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Garantie d'assurance sur Assurance vie,Medium,,False,,False,False,00516000006ZyH2AAK,2016-04-12T19:54:37.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(418)955-3255,(418) 955-3255,nicolas@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3642.0
5001600000p5w7HAAQ,False,,00009626,0031600002ISos0AAD,001G000000urMsgIAE,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,In Person,,Classe professionnelle et garanties à offrir - Aide boucherie,Medium,,False,,False,False,00516000006ZyH2AAK,2016-04-12T20:03:36.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,marieeve.audet@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3642.0
5001600000p5wT3AAI,False,,00009627,003G000001HFb74IAD,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,In Person,,Comment faire les illustrations de polices ayant un emprunt,Medium,,False,,False,False,00516000006ZyH2AAK,2016-04-12T20:17:06.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(819)375-4974,(819) 609-1448,etienne@gesfineg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3642.0
5001600000p67jfAAA,False,,00009628,0031600002ISxePAAT,001G000000urMphIAE,,,,,,Life,,In Progress,,In Person,,JOW-April 13th,Medium,"Nicole Rubli and Rick Daly

Discussed service lead client with Bobby in JOW meeting.
Nicole looking to convert T10 to new T20 with increased coverage.  Will also likely do new T20 or possible a T10 for Rick. 

Bobby also brought up looking at doing CI for both, but will discuss this in future. Potential to do some kids policies as well

Next meeting set for April 26th to complete Life application
premium will be between $50-$95 combined a month depending on Rick


Neal and Debbie Littler

Will be meeting with Neal and Debbie on April 22nd. 
Existing client with JFTD policy.  They want to get two individual T20 polices.  Discussed importance of doing proper needs analysis to justify increase from $160K to $250.
Also suggested that he makes sure he has client sign off on needs analysis.

Finally discussed T10 to T20 conversion sheet he received and asked that he look and review for opportunities.",False,,False,False,00516000006lhhPAAQ,2016-04-13T15:46:35.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,bobby.farias@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3641.0
5001600000p69P3AAI,False,,00009629,003G0000018f7KTIAY,001G000000urMptIAE,,,,,,Life,,In Progress,,In Person,,Farm Client Intro,Medium,,False,,False,False,00516000006lhhKAAQ,2016-04-13T16:44:14.000+0000,00516000006lhhKAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(519) 435-6362,(226) 926-5659,james.lewis@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhKAAQ,,,,,,,0.0,0.0,0.0,,False,3641.0
5001600000p6EHiAAM,False,,00009630,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#272820 - April 13th, 2016 - Ex-Gratia Request",Medium,"Plan is set up as Enhanced, but Gavin has requested that we process an ex-gratia for a plan member whose $256.90 brand name drug was cut back to $51.25.
We are amending the plan moving forward to Non-Generic. Mg.",True,2016-04-13T19:23:39.000+0000,False,False,005G0000002gxymIAA,2016-04-13T19:23:31.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlnkAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3641.0
5001600000p6FhNAAU,False,,00009631,003G0000018f7EpIAI,001G000000urMphIAE,,,,,,CI,,In Progress,,In Person,,JOW-April 13th,Medium,"Discussed 

Moldovan-  potential for CI on Marcus
Follow up on referral for Aunt and Mom
Life policy for children
Send Brandon Head Start Program to send to client about children options

Flood- Kids Illustrations look at Jubilee or 20 pay.  Also discussed what is important to client regarding children.  Approach from that angle

Church- Look at what renewal will be for T10-  Can he convert to T20 or do up a new T10.  Also look at converting term to perm for this client.

Gave Brandon a list of T10 option to look at converting to T20 in coming months.",False,,False,False,00516000006lhhPAAQ,2016-04-13T20:02:49.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(519)990-2877,,brandon.fitzgerald@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3641.0
5001600000p6Qn4AAE,False,,00009632,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#289251 - April 14th, 2016 - Head Office Exception",Medium,"Plan member did not add their spouse in the require amount of time.  Requested no late applicant implications be requested of the spouse, and had her added to the plan, effective November 7th, 2015 with a letter from the PA. Approved by Valerie MacKay.",True,2016-04-14T14:36:34.000+0000,False,False,005G0000002gxymIAA,2016-04-14T14:36:25.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUcLtAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3640.0
5001600000p6RIHAA2,False,,00009633,0031600002NUKtxAAH,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Angela says Investment Centre is not reporting yesterdays fund prices?,High,Yes it is.  I proved it to her.   She wasn't looking in the right place,True,2016-04-14T14:51:42.000+0000,False,False,005G0000002gy7yIAA,2016-04-14T14:51:37.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(905) 276-1177 x564,,angela.tong@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3640.0
5001600000p6SskAAE,False,,00009634,003G0000018f7BOIAY,001G000000urMupIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Late Applicant (dependents) Exception,High,"One time exception to add cert 3's dependents on file without being treated as late applicants approved by Sabina Muzyka April 13th 2016. 
 
-New advisor AOR cleaning up group and needs to have dependents added without being treated as late applicants or group will terminate.",True,2016-04-14T15:39:39.000+0000,False,False,00516000006kda0AAA,2016-04-14T15:39:26.000+0000,00516000006kda0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705)885-1805,(705) 691-5527,michael@goldleaf.inc,,,,,,,,,,,,,,,0.0,,0011600001lUfdWAAS,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3640.0
5001600000p6VCIAA2,False,,00009635,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#296982 - April 14th, 2016 - Head Office Exception",Medium,"Plan member completed her application form and did not include any dependents as she wanted single coverage.  Because she put her spouse as her beneficiary, head office entered her with family coverage.  This error was just noticed now by the Accountant.  Requested and received approval to backdate waiving dependant coverage to September 1st, 2015 (I had confirmed that there have been no claims submitted or processed by the spouse since inception).  Approved by Maria Koropas. Mg.",True,2016-04-14T17:04:28.000+0000,False,False,005G0000002gxymIAA,2016-04-14T17:04:17.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001qvWYGAA2,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3640.0
5001600000pLyPmAAK,False,,00009964,003G0000018f7OoIAI,0015o000008CyqrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,posté à la bénéficiaire le règlement de décès du cert 137 HP,Medium,,True,2016-09-27T19:41:26.000+0000,False,False,005G0000002gy6tIAA,2016-05-17T15:29:01.000+0000,005G0000002gy6tIAA,2024-08-08T19:13:18.000+0000,0055o0000019VX9AAM,2024-08-08T19:13:19.000+0000,(450) 878-3051,(514) 918-7468,roger.d@delta-experts.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcdbAAC,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3607.0
5001600000pLyQVAA0,False,,00009965,003G0000018f7OoIAI,0015o000008CyqrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,posté à la bénéficiaire le règlement de décès du cert 137 HP,Medium,,True,2016-09-27T19:41:53.000+0000,False,False,005G0000002gy6tIAA,2016-05-17T15:29:25.000+0000,005G0000002gy6tIAA,2024-08-08T19:13:18.000+0000,0055o0000019VX9AAM,2024-08-08T19:13:19.000+0000,(450) 878-3051,(514) 918-7468,roger.d@delta-experts.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcdbAAC,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3607.0
5001600000pM3fQAAS,False,,00009966,003G0000018f7UeIAI,001G000000urN3JIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dependent Life Claim - ID#9,Medium,"May 17/2016 - rec'd orignal completed Grp Life Claim form and proof of death for ID#9's spouse. emailed copies to Grp Life Claim dept with orignals sent via internal mail.  Requested that cheque be sent to my attention.

May 28th - dep life chque rec'd from HO.  As per request by Advisor, courrired cheque directly to client at work address.",True,2016-05-29T19:48:54.000+0000,False,False,005G0000002gxytIAA,2016-05-17T18:50:40.000+0000,005G0000002gxytIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 563-1281 x 24,,ian@david-burns.com,,,,,,,,,,,,,,,0.0,,0011600001slAy2AAE,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3607.0
5001600000pM6dgAAC,False,,00009967,003G0000018f6aXIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Support for Estate planning,Medium,Sent Bert a Powerpoint on issues involved in estate planning. focus on annuities for lifetime income and seg funds for wealth transfer and lower cost as compared to fees for probate,True,2016-05-17T20:56:29.000+0000,False,False,005G0000002gy7yIAA,2016-05-17T20:56:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(289)752-0277,(647) 808-8063,bert.pepito@precisionguidancefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3607.0
5001600000pMDNOAA4,False,,00009968,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#291863 - May 18th, 2016 - Head Office Exception",Medium,"Employee was approved for a Prior Auth drug on their previous insurance plan (Empire Life).  Upon going through the Prior Auth process with GWL, the doctor did not submit all the required reports, as a result there is a significant delay in processing the application.  As the plan member is in dire need of her medication, we have been able to obtain an exception to dispense a 30 day supply of the medication at a cost of over $3,000 while we await the medical notes from the doctor.  Approved by Claude Gatin.",True,2016-05-18T13:51:35.000+0000,False,False,005G0000002gxymIAA,2016-05-18T13:51:27.000+0000,005G0000002gxymIAA,2017-01-10T03:18:30.000+0000,005G0000002gxymIAA,2018-10-05T23:37:18.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001F6EAVIA3,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3606.0
5001600000pMEvCAAW,False,,00009969,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Life Insurance Claim - Survivor Benefits,Medium,"April 23rd, 2016 - Deceased Employee, Philip Savoie
Survivor Benefits set up for Dependent Linda Savoie (SS00000034)

Life Claim form sent to Beneficiary - as of May 18th, 2016 we have not yet received the completed claim form.",True,2016-05-18T14:53:38.000+0000,False,False,005G0000002gxymIAA,2016-05-18T14:53:31.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001f586eIAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3606.0
5001600000pMFIfAAO,False,,00009970,0031600002ISxePAAT,001G000000urMphIAE,,,,,,Mutual Fund,,In Progress,,In Person,,JOW-May 18th,Medium,"Meeting with Bobby to review his current book of business.

Discussed that if he wants to buy more books of business he needs to make sure that he has a process in place to handle the clients and a game plan on how he will service or go after them.

Next we looked through his book of business and I helped review clients from the book of business that he bought from me that he should contact asap.

Identified 10 people by looking up names in client portfolio and seeing what client had and discussed opportunities of why to contact.

Names:
Suzor/Lavender
Stacey
Tosti
Turner
Schiller
Hutz
Sleiman
etc.

Suggested that Bobby do this weekly and help himself get game plan for contacting people.  He really liked this idea.",False,,False,False,00516000006lhhPAAQ,2016-05-18T15:10:37.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,bobby.farias@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3606.0
5001600000pMGiKAAW,False,,00009971,003G0000018f6gfIAA,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Gestion Benoit Lussier,Medium,Annual review - need to rebalance due to new budget changes in october,True,2016-06-03T20:38:25.000+0000,False,False,005G0000002gy8MIAQ,2016-05-18T16:08:31.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(514)336-2300,(514) 294-3261,robert.tozzi@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document;Presentation,2.0,0.0,0.0,,False,3606.0
5001600000pMTgsAAG,False,,00009972,003G000001h08cCIAQ,001G000000urMupIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Open Enrolment,Medium,"2 ee's not on plan that have been employed 1 since 2014 and the other 2015. 
Sabrina at h.o approved open enrolment for june 1st howver I have requested to have the open enrolment effective may 1st. She has agreed  However must get the apps into us by the end of the week and also a letter from the ph  that confirms that each ee (they have to name each ee in the letter) have been actively at work since their date of hires and do not have any pending disability claims, we can approve the eff date to May 1/16 .  

Received one app May 18th and the other app is already at h.o. Still waiting on the letter from the ph to send with the application for it to get there by tomorrow (Friday)",True,2016-09-20T20:08:59.000+0000,False,False,00516000006kda0AAA,2016-05-19T12:32:14.000+0000,00516000006kda0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,"(416) 733-2598 ,,,",,pierre_huneault@ajg.com,(416) 224-0480,,,,,,,,,,,,,,0.0,,0011600001lUdpDAAS,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3605.0
5001600000pMY1QAAW,False,,00009973,0031600002RdwigAAB,001G000000urMpCIAU,,,,,,Segregated Fund,,In Progress,,In Person,,,High,"Client provide CIBC Statements for $130,000 +.",False,,False,False,00516000006nRPpAAM,2016-05-19T15:38:59.000+0000,00516000006nRPpAAM,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705)372-6000,(705) 362-5931,mariehelene@sigouinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPpAAM,,,,,,,0.0,0.0,0.0,,False,3605.0
5001600000pMZspAAG,False,,00009974,0031600002N2sgqAAB,001G000000urMpCIAU,,,,,,Life,,In Progress,,In Person,,susan Tighe,Medium,Client requires whole life insurance.,False,,False,False,00516000006nRPpAAM,2016-05-19T16:57:02.000+0000,00516000006nRPpAAM,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705) 472-7790 x4220,(705) 498-3729,lauralea.rivet@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPpAAM,,,,,,,0.0,0.0,0.0,,False,3605.0
5001600000pMawdAAC,False,,00009975,0031600002RdwigAAB,001G000000urMpCIAU,,,,,,Life,,In Progress,,In Person,,,Medium,"Term 10 $100,000
20 Pay Life for her Son",False,,False,False,00516000006nRPpAAM,2016-05-19T17:43:46.000+0000,00516000006nRPpAAM,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705)372-6000,(705) 362-5931,mariehelene@sigouinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPpAAM,,,,,,,0.0,0.0,0.0,,False,3605.0
5001600000pMfZaAAK,False,,00009976,003G0000018f75gIAA,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Rebalancing for Falardeau file,Low,"Advisor need us to rebalance accounts
We will do a proposal to transfert the assets into series 1 + a portfolio",True,2016-05-19T21:32:40.000+0000,False,False,005G0000002gy8MIAQ,2016-05-19T20:54:50.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,514-331-5838,(514) 862-6693,larbi.ouazzani@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,2.0,0.0,0.0,,False,3605.0
5001600000pMfdwAAC,False,,00009977,003G0000018f75gIAA,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Rebalancing Daoust portfolio,Medium,Create portfolio + transfert assets into series 1,True,2016-05-19T20:58:33.000+0000,False,False,005G0000002gy8MIAQ,2016-05-19T20:58:18.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,514-331-5838,(514) 862-6693,larbi.ouazzani@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,1.0,0.0,0.0,,False,3605.0
5001600000pMiAiAAK,False,,00010016,003G0000018f7OoIAI,0015o000008CyqrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,réclamation décès du conjoint du cert 7 procédée et remboursée.,Medium,,True,2016-05-20T00:18:32.000+0000,False,False,005G0000002gy6tIAA,2016-05-20T00:18:21.000+0000,005G0000002gy6tIAA,2024-08-08T19:13:18.000+0000,0055o0000019VX9AAM,2024-08-08T19:13:19.000+0000,(450) 878-3051,(514) 918-7468,roger.d@delta-experts.ca,,,,,,,,,,,,,,,0.0,,001G0000018c9GeIAI,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3605.0
5001600000pMoWRAA0,False,,00010029,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"May 19th, 2016 - Head Office Exception",Medium,"Terminated employee with an outstanding visioncare claim.  Julie Lawton asked if we would process the claim with scanned copies (no originals).  Exception made and processed May 19th, 2016. - approved by Angela Roman",True,2016-05-20T15:26:45.000+0000,False,False,005G0000002gxymIAA,2016-05-20T15:26:39.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcN9AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3604.0
5001600000pMtaKAAS,False,,00010030,003G0000029D2zTIAS,0011600001q1kdwAAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,FMV of LI in corporation at death,Medium,,True,2016-05-20T19:00:31.000+0000,False,False,005G0000002heHMIAY,2016-05-20T19:00:24.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(587)316-6600,(403) 809-7157,ross@innovativecp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3604.0
5001600000pMtuAAAS,False,,00010031,003G000001B4YC0IAN,001G000000urN35IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,May 20/16- Severance Request,Medium,"Severance

Cert #xx  HD
Extend Life, Health and dental from May 20 2016 to June 14 2016",True,2016-05-20T19:14:28.000+0000,False,False,005G0000002gy4AIAQ,2016-05-20T19:14:21.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 735-4141,,claude@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000001arFQQIA2,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3604.0
5001600000pMu0IAAS,False,,00010032,003G000001F4lkdIAB,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,May 20/16- Survivor Benefit,Medium,"Surviving  :    CB

Please be advised survivor benefits for the health and dental benefits has now been set up on the BEN system effective  March 29, 2016,  under identification SS0000007x.

The survivor benefits have also been set up on the BCE Emergis system. The pharmacist will have to enter relationship code 01.

The benefits continued are subjected to the same limitations and restrictions as the employee plan that was Inforce. 

This coverage will terminate March 29, 2018,  or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.",True,2016-05-20T19:18:56.000+0000,False,False,005G0000002gy4AIAQ,2016-05-20T19:18:50.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 678-6565,(613) 678-3725,dwightproudfoot@gmail.com,(855) 690-0180,,,,,,,,,,,,,,0.0,,0011600001lUc5rAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3604.0
5001600000pPktxAAC,False,,00009636,003G000001ZfIDDIA3,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Client within a GRS plan at work. Can he AOR the client inside this plan?,Low,He has to call Richard Davidson at GRS.  If plan is assigned to a  Rep already then likely not.  That falls outside our area.,True,2016-04-15T16:00:47.000+0000,False,False,005G0000002gy7yIAA,2016-04-15T16:00:37.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(905) 276-1177 x504,(647) 389-0389,robert.mazur@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3639.0
5001600000pPliRAAS,False,,00009637,003G0000018f70IIAQ,001G000000urMoAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,MRP Claim - RCC Expenses - Approved with MRP Waiver Letter,Medium,"Successfully completed

May 26, 2016 - Received signed MRP exception letter for processing RCC Claims. Sent to BPO through interoffice today. Claim is for those declined previously Mar-Sept 2015 and recently incurred claims.

April 15, 2016 - received OK from M&DS that we can use this letter for expenses that are not typically eligible under MRP, such as RCC. Emailed advisor who is husband of PA at this group with instructions should they wish to proceed. Have EOB and info in my Work In Progress file for now.
See client efile ID 1 for details.",True,2016-09-26T20:19:44.000+0000,False,False,005G0000002gyDHIAY,2016-04-15T16:34:06.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(604)617-1508,(604) 617-1508,bill@indesignfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUdLXAA0,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3639.0
5001600000pPpm7AAC,False,,00009638,003G0000018f6u1IAA,001G000001XMIX1IAP,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Annual review,Medium,,True,2016-05-19T21:31:27.000+0000,False,False,005G0000002gy8MIAQ,2016-04-15T19:12:50.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,2.0,0.0,0.0,,False,3639.0
5001600000pPs3UAAS,False,,00009649,0030A0000029hbcQAA,001G000000vlkK6IAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,ex-gratia pour M. Kanis 220$,Medium,,True,2016-04-15T20:47:23.000+0000,False,False,005G0000002gxzsIAA,2016-04-15T20:47:11.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(514)338-1571,,pchamitoff@icapitalalliance.com,(514)338-1481,,,,,,,,,,,,,,0.0,,0011600001lUgivAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3639.0
5001600000pQ9eyAAC,False,,00009664,0031600002M9j9DAAR,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,client about to receive a strucutured settlement,Medium,"Matt was looking at this from 2 points of view?
1) Can the injury law firm use LL to provide the structured settlement?   NO -  we have this in writing from Adam last week.  Canada Life can but even then the law firm usually requires a stipulation that Canada Life can't provide so they do these seldom

2) As recipient of the settlement, does it take the form of lump sum?  Generally NO - I have seen 1 where a lump sum was being paid upfront to a permit the purchase of a home but that does not result in an investment opportunity for the Rep",True,2016-04-18T14:04:03.000+0000,False,False,005G0000002gy7yIAA,2016-04-18T14:03:57.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(905) 276-1177 x568,,matthew.lake@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3636.0
5001600000pQDdkAAG,False,,00009665,0031600002IQHp6AAH,001G000000urMphIAE,,,,,,Life,,In Progress,,In Person,,JOW-April 15th,Medium,"Meeting to discuss Mike Paonessa and his retirement plan.


First looked at his life insurance options and suggested looking at a term policy just to cover the remaining $70,000 on his mortgage plus cover final expenses.  Then a whole life jubilee eco to cover the legacy he wants to leave his kids.

$100K T10 was suggested as this was all that was left on mortgage term.  $50k on Whole life for legacy

Discussed LB but upon reflection and price decided to talk to client about self insuring options.  

Looked at his disposable income and inheritance options.  Suggested max TFSA then dump rest into RRSP.  

Since he has company match and doesn't need full tax deductions suggested splitting his retirement plan into TFSA and RRSP in order to have liquid options in case of emergency.",False,,False,False,00516000006lhhPAAQ,2016-04-18T16:09:33.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(519)890-9255,(519) 890-9255,trina.hearn@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3636.0
5001600000pQFHqAAO,False,,00009666,003G000001B4nmAIAR,001G000000urMzWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Arrears and Amedment discussion,High,"April 27 - Email sent to Rod advising that client is now 90 days in arrears and will be sent to collections.

Colleen at Permacrete has called to inquire on their policy being in arrears and to also discuss possible amendment options.  Rod had already been in contact with Lyn at Permacrete to disucss.  An email was sent to Rod to please contact Colleen and/or Lyn to discuss exactly what amendment options they would like to see.",True,2016-09-16T14:13:37.000+0000,False,False,005G0000002gy7UIAQ,2016-04-18T17:00:11.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(902) 481-3298,(902) 877-9957,rdickie@accomplishedfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUlLHAA0,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3636.0
5001600000pQFYmAAO,False,,00009667,003G0000018f7jUIAQ,001G000000urMzWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Arrears and EFT,Medium,"April 29 - EFT form and void cheque received.  Cat will be submitting with the name change amendment.

April 28 - Dave sent email to change company name to DH Roberts.  He will be sending EFT form and voice chq to update banking info

One month in arreas.  Dave will be sending a cheque to get them caught up today. He would like EFT set up once again however HO will not automaticaly set it up if a client has had it removed as 2 consecutive withdrawals have returned NSF.  I have emailed Trudy to see if we can do this.",True,2016-04-29T15:47:21.000+0000,False,False,005G0000002gy7UIAQ,2016-04-18T17:07:39.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(902)221-7201,(902) 221-7201,dave@dhrobertsfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000001O9vErIAJ,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3636.0
5001600000pQO1DAAW,False,,00009668,003G0000018f6oXIAQ,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to corporation,Medium,,True,2016-04-18T22:17:51.000+0000,False,False,005G0000002heHMIAY,2016-04-18T22:17:44.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(403)410-6810,,allison@familywealthcoach.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3636.0
5001600000pQO3nAAG,False,,00009669,003G0000018f6iMIAQ,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Division of LI on divorce,Medium,Contact via Paul Li only,True,2016-04-18T22:19:30.000+0000,False,False,005G0000002heHMIAY,2016-04-18T22:19:24.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(587)525-6089,+17802892453,shane@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3636.0
5001600000pQO63AAG,False,,00009670,003G0000018f6QcIAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Lawyer referral,Medium,,True,2016-04-18T22:21:23.000+0000,False,False,005G0000002heHMIAY,2016-04-18T22:21:17.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(780)932-1463,(780) 932-1463,mike.stewart@ubboss.ca,(780)434-5841,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3636.0
5001600000pQp53AAC,False,,00009683,003G0000029mzq6IAA,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Mila Jade Kolenc,Medium,"Client was interested in a 20 pay for his newborn child.  Client is very familiar with the product and how it works so it was an easy sale. Dan ran the appointment and took care of the meeting so Jason could take a few pointers as Jason has finally agreed to try things different than his own awkward style.  Clsoed the case @ $200/month 20 pay ($2400/year, 1200$ FYSC)",False,,False,False,00516000006lhhdAAA,2016-04-20T02:36:41.000+0000,00516000006lhhdAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,905-276-1177,,jason.rocky@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhdAAA,,,,,,,0.0,0.0,0.0,,False,3635.0
5001600000pQvh5AAC,False,,00009684,003G000001IjMtFIAV,001G000000urMjXIAU,,,,,,,,In Progress,,In Person,,Pension Commuting opportunity Ned Abo,Medium,Joint Field work with Scott for a pension rollover opportunity for Ned Abo.,False,,False,False,00516000006lhi3AAA,2016-04-20T12:38:17.000+0000,00516000006lhi3AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,scott.davies@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi3AAA,,,,,,,0.0,0.0,0.0,,False,3634.0
5001600000pQwI6AAK,False,,00009685,003G0000018f7P9IAI,001G000000urN9UIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,B. Jalbert exception du siège social,Medium,eer a fait entré de donné dans groupnet mais a renoncer aux garanites pour EE mais a mis la protection de PAC en vigueur.  EE aurait dû être sur le plan depuis très longtemps.,True,2016-04-20T13:12:49.000+0000,False,False,005G0000002gxzsIAA,2016-04-20T13:12:38.000+0000,005G0000002gxzsIAA,2016-04-20T13:12:49.000+0000,005G0000002gxzsIAA,2018-10-05T23:37:18.000+0000,(450) 638-0202,(514) 926-5059,jean@agirai.com,,,,,,,,,,,,,,,0.0,,0011600001lUce5AAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3634.0
5001600000pR02lAAC,False,,00009686,003G0000018f7EpIAI,001G000000urMphIAE,,,,,,CI,,In Progress,,In Person,,JOW-April 20,Medium,"Meeting with Brandon

He didn't have new cases as he was still working on cases from previous week. 

Jen sat in on meeting and discussed how to talk to Marcus about CI.  He feels that money cost may be a factor.  

Discussed how to bring CI up to Marcus.  Brandon asked for some sort of illustration to send or something to talk to him about to get him to meet with Brandon as Marcus is hard to nail down to an appointment.

Suggested talking about getting him a term option to get him started.

Also sending him a value of insurance strategy in order to peak his interest.  Jen will send to him. 

RRSP how to protect with CI? Other option to show him . If he can get value of RRPs

Next talked about- Louie Aucoin and Lorena
Young healthy couple- just got married.  Sold T20 for 250k to cover mortgage back in 2014.
Both were interested in CI 
Client interested in meeting to talk about insurance now that they are married, and want to talk about RRPs as well.

Jen showed Brandon the Financial foundation pyramid 
Will meet these clients week of May 2nd .  Needs to do a full fact find and get good understanding of their needs.

Brandon then brought up wanting to meet with Sharpe to convert term to perm and get church to pay for premium . Will discuss further in future.",False,,False,False,00516000006lhhPAAQ,2016-04-20T15:41:35.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(519)990-2877,,brandon.fitzgerald@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3634.0
5001600000pR0EmAAK,False,,00009687,0031600002ISxePAAT,001G000000urMphIAE,,,,,,CI,,In Progress,,In Person,,JOW-April 20th,Medium,"Meeting Bobby and Jen

Bobby discussed Jennifer Babcock as he is meeting her next week.  Bobby will be delivering children's policy and discussing CI with Jennifer and her boyfriend .  
We showed Bob multiple illustration options for perm or term.  Bobby liked idea of ROP age 60. Jen will show Bobby the ROP calculator as a concept to go over with client.  I reminded Bobby it is important to develop a villain then bring up the hero. 
Jen reminded Bob that our local hospitals get DI discount if it comes up.

Reviewed Debyenko case meeting for Friday.  Established discussion to see if rating could be removed on Trevor.  Needs to to more of a fact find and get to know first before pursuing much.  But did discuss looking again at life on the twin girls and maybe CI.

Ola Bata- showed Bob how to pull in force illustration.  He will need to review connect now notes before meeting.  Will visit again for follow up discussion after initial meeting",False,,False,False,00516000006lhhPAAQ,2016-04-20T15:49:50.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,bobby.farias@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3634.0
5001600000pR26aAAC,False,,00009688,0031600002IQHp6AAH,001G000000urMphIAE,,,,,,HelloLife,,In Progress,,In Person,,JOW -April 20th,Medium,"Discussed Arpa estate planning

Trina went through Hello Life with client.  Not fussy about it.  Didn't give options for what she would need to do like Navi Plan

Client wants to open a TFSA of $200 a month
Discussed if option were better to put into RRPs or TFSA.  Due to clients age and no other liquid savings.  Also due to secure pension plan suggested do a TFSA instead of RSP.  The tax deduction is no needed right now.",False,,False,False,00516000006lhhPAAQ,2016-04-20T17:02:17.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(519)890-9255,(519) 890-9255,trina.hearn@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3634.0
5001600000pR7MdAAK,False,,00009689,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#276918 - April 20th, 2016 - Ex-gratia Request",Medium,"Plan member submitted claim for himself and his spouse for Orthotics.  He did not have a prescription and she was missing information.  We were able to obtain an ex-gratia for $480 ($600 @ 80%) for both claims.
Approved by Robert Yerama. Mg.",True,2016-04-20T19:59:08.000+0000,False,False,005G0000002gxymIAA,2016-04-20T19:58:58.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkG9AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3634.0
5001600000pRPfEAAW,False,,00009690,003G0000018f6cAIAQ,001G000000urMoQIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Current tax rates,Medium,,True,2016-04-21T21:03:55.000+0000,False,False,005G0000002heHMIAY,2016-04-21T21:03:48.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(403)710-8317,(403) 710-8317,robert@heumann.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3633.0
5001600000pRUrjAAG,False,,00009703,0030A0000029Vq9QAE,001G000000vkog3IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,EXTENSION OF BENEFITS,Medium,"Severance Agreement

Extended Life & Dental for ID #9 from April 12/16 to June 7/16
Approved by Tara Nicholson",True,2016-04-22T12:46:57.000+0000,False,False,00516000006kda0AAA,2016-04-22T12:46:48.000+0000,00516000006kda0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705)662-7913,,dmacdonell@doncarinsurance.ca,(705)222-8774,,,,,,,,,,,,,,0.0,,0011600001lUgYHAA0,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3632.0
5001600000pRWeXAAW,False,,00009704,003G0000018f6rGIAQ,001G000000urMp9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Exception request for late applicant to be added to plan without being treated as a late app-DENIED,High,"*Mark Ochoski requested that we add owner without being treated as a late applicant. 
I'm dealing with 2 brothers ( both owners of this business ) who are currently in legal proceedings with eachother. The owner who's enrollment is attached is now currently running the business and wishes to go on the plan for Life & Disability but is waiving the Health & Dental as his spouse is covered. Previously when the other brother was running the business the other brother was not put on the plan. With the current brother waiving out of the Health & Dental and being age 62 there is lower risk involved here until he is 65. 
Please confirm if you require me to forward you the original enrollment form. Thanks.

** Head Office denied the request (Sabrina Muzyka)
Hi Danica,
I have spoke to management and we are not willing to add this ee without being medical approved.
If medically approved we can remove the dental restriction.
Thank you & have a great day!
Sabrina Muzyka 

**Advised Mark April 21st 2016, will have ee complete medical evidence form and mailed to H.O

**I have requested to have the app rushed for processing once received. Apr 22nd 2016",True,2016-04-25T16:28:00.000+0000,False,False,00516000006kda0AAA,2016-04-22T14:21:00.000+0000,00516000006kda0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705)574-0579X258,(705) 941-1776,m.ochoski@glwealthssm.com,,,,,,,,,,,,,,,0.0,,001G000001coA3AIAU,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3632.0
5001600000pRanOAAS,False,,00009705,003G0000018f6SPIAY,001G000000urMp9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Waiving waiting period,Medium,"Received app in office for Lorne B. , PA wishes to waive the 6 mth waiting period. 
Sent request for letter requesting to waive the waiting period from PA. 
PA sent April 18th 2016, app with letter mailed to h.o April 18th 2016. tony",True,2016-04-22T17:11:12.000+0000,False,False,00516000006kda0AAA,2016-04-22T17:11:03.000+0000,00516000006kda0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705)574-0579X224,(705) 941-8099,a.deluco@glweathssm.com,,,,,,,,,,,,,,,0.0,,001G0000018eR7WIAU,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3632.0
5001600000pRofhAAC,False,,00009707,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Life,,In Progress,,In Person,,Kevin & Andria Kilbride,Medium,"- waiting to deliver term and whole life policies
- review potential for child whole life policies and critical illness policies
- set up TFSA accounts housing segregated profile funds
- review current investment strategy for RRSP mutual fund holdings",False,,False,False,00516000006lhi1AAA,2016-04-23T19:21:30.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRofrAAC,False,,00009708,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,,,In Progress,,In Person,,Karen Brown & Todd Oram,Medium,"- potential interest in whole life policies and critical illness policies
- review investment scenarios
- investigate potential for group insurance with CG Maintenance",False,,False,False,00516000006lhi1AAA,2016-04-23T19:22:19.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRogGAAS,False,,00009709,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Life,,In Progress,,In Person,,Kevin & Rebecca Nielson,Medium,"- need for increased life insurance -- term-20 mortgage and whole life
- potential desire to open matching TFSA accounts
- review RRSP GIC asset transfer scenarios",False,,False,False,00516000006lhi1AAA,2016-04-23T19:23:07.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRogVAAS,False,,00009710,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Mutual Fund,,In Progress,,In Person,,Peter & Lexa Davenport,Medium,"- Peter has $50,000 invested in dividend stocks with family friend
- Peter potentially looking to invest large lump sum in mutual funds
- potential need for whole life policies for Lexa and son Jack; Peter has diabetes
- Lexa father recently deceased",False,,False,False,00516000006lhi1AAA,2016-04-23T19:23:46.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRogfAAC,False,,00009711,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Segregated Fund,,In Progress,,In Person,,John Sapanidis,Medium,"- asset transfer of $60,000 RRSP GIC and DISA to segregated profile funds
- transfer of $30,000 RDSP to Mackenzie mutual funds -- per Dean asset mix
- use Sean McDonald to move over Rogers shares ($35,000) into more diversified segregated funds",False,,False,False,00516000006lhi1AAA,2016-04-23T19:24:19.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRoguAAC,False,,00009712,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Segregated Fund,,In Progress,,In Person,,Michelle Sturino & Peter Di Nova,Medium,"- waiting on return from vacation -- resolve Peter term insurance hold up
- Michelle acquisition of RBC line of credit to pay down credit card debt
- transfer of RRSP assets to London Life ($15,000 in GICs)
- open matching TFSAs -- start PAC savings for both RRSPs and TFSAs
- move Peter's CN shares over to London Life",False,,False,False,00516000006lhi1AAA,2016-04-23T19:25:03.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRoh1AAC,False,,00009714,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,,,In Progress,,In Person,,Sandy Kerry / Fred Tiesma,Medium,- schedule meeting to review current holdings and update profile,False,,False,False,00516000006lhi1AAA,2016-04-23T19:25:55.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRohEAAS,False,,00009713,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,HelloLife,,In Progress,,In Person,,Wayne Mori,Medium,"- execute redemption
- follow up upon completion to schedule meeting
- review current holdings and update profile -- approaching retirement
- provide potential options for estate planning -- potential asset transfer into Hello Life program",False,,False,False,00516000006lhi1AAA,2016-04-23T19:25:31.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRohYAAS,False,,00009715,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Life,,In Progress,,In Person,,Jeff Sguigna & Brittney Taylor,Medium,"- follow up -- re: potential mortgage rates, debt consolidation
- potential for mortgage term insurance and whole life policies
- review options for child policies and critical illness
- potential asset transfer from TD; also open new TFSAs",False,,False,False,00516000006lhi1AAA,2016-04-23T19:26:29.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRohdAAC,False,,00009716,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Life,,In Progress,,In Person,,Mike & Daisy Johnson,Medium,"- potential for mortgage term policies and whole life
- GIC asset transfer to segregated profile funds
- Mike small business owner -- review of group insurance features",False,,False,False,00516000006lhi1AAA,2016-04-23T19:26:56.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRohnAAC,False,,00009717,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,,,In Progress,,In Person,,Ken Peterson,Medium,"- follow up regarding critical illness policy
- potential RRSP asset transfer
- review information regarding group insurance -- details pertaining to company",False,,False,False,00516000006lhi1AAA,2016-04-23T19:27:23.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRoiCAAS,False,,00009718,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Segregated Fund,,Closed - Responded,,In Person,,Norma Austen,Medium,"- $120,000 in RRIFs with Royal bank -- transfer of RRIFs to London Life
- transfer of current year's disposition to non-registered money market segregated fund",True,2016-05-17T14:20:31.000+0000,False,False,00516000006lhi1AAA,2016-04-23T19:27:52.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRoiMAAS,False,,00009719,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Selectpac,,In Progress,,In Person,,Carol Johnson,Medium,"- waiting on $30,000 investment in new TFSA account
- schedule sitdown once bonus payment is confirmed",False,,False,False,00516000006lhi1AAA,2016-04-23T19:28:18.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRoibAAC,False,,00009720,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Segregated Fund,,Postponed,,In Person,,Ray Gajewski,Medium,"- waiting on divorce proceedings to be finalized
- $250,000 RRSP asset transfer -- segregated profile funds",False,,False,False,00516000006lhi1AAA,2016-04-23T19:28:47.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRoilAAC,False,,00009721,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Life,,Postponed,,In Person,,George and Joanne Surowicz,Medium,"- follow up at end of May -- re: whole life policy for Joanne
- review options for insurance for son
- pursue referrals for George work friends and son Kyle (CP24)",False,,False,False,00516000006lhi1AAA,2016-04-23T19:29:19.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3631.0
5001600000pRxL9AAK,False,,00009722,0031600002astAVAAY,0011600001uGv3uAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"création classes spéciales pour EES en invalidité avec un taux 0,0004 en mal et dentaire afin qu'il n'y ait pas de charge.",Medium,en attente de suzan,True,2016-09-16T15:15:29.000+0000,False,False,005G0000002gxzsIAA,2016-04-25T13:03:02.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(514)927-9453,(514) 927-9453,william.labrie@bci-inc.ca,,,,,,,,,,,,,,,0.0,,0011600001urFomAAE,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3629.0
5001600000pRyGFAA0,False,,00009723,003G000001ZfIDDIA3,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,"death before end of guarantee period, and tax on payment to heirs",Medium,"If this annuity purchased with a RRIF results in death of both parties prior to end of selected guarantee period, client's estate is taxed and beneficiary receives lump sum owing (payments remaining in guarantee period X monthly payment)",True,2016-04-26T13:51:43.000+0000,False,False,005G0000002gy7yIAA,2016-04-25T13:43:32.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(905) 276-1177 x504,(647) 389-0389,robert.mazur@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,70116000000TNAWAA4,,,,0.0,0.0,0.0,,False,3629.0
5001600000pRzN7AAK,False,,00009724,003G0000018f6aPIAQ,001G000000urMqrIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Karl Aboud doesn't want to pay QTrade commissions but amenable to Dividend fund,Medium,"Bettina's 25 stocks appeal, but not using her services to ""trade""
Willing to own a fund instead with Peter.

Sent Bettina a task today asking whether transfer fees or account close fees will be incurred if Karl transfers his cash holdings back out (from RRSP)",True,2016-05-09T13:41:32.000+0000,False,False,005G0000002gy7yIAA,2016-04-25T14:26:37.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(905)277-1234,(905) 467-3090,peter.bekker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000yf14IAA,,,,0.0,0.0,0.0,,False,3629.0
5001600000pSBigAAG,False,,00009725,003G0000018f7uFIAQ,001G000000urN0EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-gratia request for RCC claim,Medium,"Ex-gratia request sent to Winnipeg BPO April 25, 2016",True,2017-01-26T19:28:39.000+0000,False,False,005G0000002gyGzIAI,2016-04-25T20:51:41.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(250) 386-1454,(250) 818-0752,ted_balderson@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUiz7AAC,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3629.0
5001600000pSDiMAAW,False,,00009726,0031600002QoNf9AAF,0011600001rnzhFAAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment - Boiling Point - 296422,Medium,"April Recent change in Boiling Points policy for their employee's working hours caused confusion and the PA didn't think the employees were eligible for benefits when it turns out they actually are eligible.

Open Enrollment is the best solution.

April 22nd - Phone call to Max Huang asking for apps of employees who need to be added to be sent

April 25th - Sabrina Muzyka is ready for the employee apps to start the open enrollment. Still waiting on Apps from Max Huang.",True,2017-04-06T19:09:24.000+0000,False,False,00516000005kOnYAAU,2016-04-25T22:40:51.000+0000,00516000005kOnYAAU,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(778) 688-0316,,maxhuang@bpgroupusa.com,,,,,,,,,,,,,,,0.0,,0011600001rnzhFAAQ,0.0,False,,,,,,00516000005kOnYAAU,,,,,,,0.0,0.0,0.0,,False,3629.0
5001600000pSE2gAAG,False,,00009727,003G0000018f78lIAA,001G000000urMunIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,HSP claims above credit maximum,Medium,"July 14, 2016.  The claims in question were incurred before the plan member received poor advice, therefore GWL will not cover them based on the exception I had previously arranged.  Nicole has asked if we can find another way to have the claims paid and current HSP balance reduced as she knows the owner will want this done.  I have emailed Claude Gatin today with a few options for consideration.

An employee spoke with a GWL representative who provided incorrect information, leading her to believe she could incur claims above her HSP maximum and submit them when the HSP funds were replenished. In the course of contacting her to provide corrected information, we learned she has incurred a number of claims on the belief they could be reimbursed.  Our claims area is currently exploring options.  

I have asked them to keep me in the loop and have confirmed employees were notified with the HSP introduction that the employer was no longer providing MRP credits.

July 31/16 - Approval for plan sponsor directed payment and reduction to remaining HSP balance.

Aug 2/16 - remaining balance has been deducted. Reached out to Nicole re: PSDP option.

Sept 28/16 - I received the cheque for Salina and am forwarding it to her attention.  Case closed.",True,2016-09-28T23:50:32.000+0000,False,False,005G0000002gyGzIAI,2016-04-25T23:05:46.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(250)475-1100,,nicole@clearwellbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgDsAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3629.0
5001600000pSJ41AAG,False,,00009728,003G0000018f79MIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Printed all 5 LL profiles in color for ""core and explore""",Medium,He can't print in color and uses these often,True,2016-04-26T13:51:14.000+0000,False,False,005G0000002gy7yIAA,2016-04-26T13:51:07.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(905)276-1177,(416) 895-5283,ashok.ambwani@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3628.0
5001600000pSMDLAA4,False,,00009729,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to corporation,Medium,,True,2016-04-26T15:43:56.000+0000,False,False,005G0000002heHMIAY,2016-04-26T15:43:47.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3628.0
5001600000pSVl5AAG,False,,00009730,003G0000018f7F8IAI,001G000000urMsqIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Houle Jonathan,Medium,"Client is not satisfied with his portfolio, wanted to redo portfolio but needed help.
We tried to get the assets of his spouse but we where not competitive since they bundled the whole family even those not Under the same roof.",True,2016-04-26T22:09:05.000+0000,False,False,005G0000002gy8MIAQ,2016-04-26T22:08:48.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(450)672-3434X221,(514) 266-5416,philippe@gfintegrale.ca,(450)672-7979,,,,,,,,,,Desjardins,Other,,,0.0,,,0.0,False,Desjardins,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,3.0,0.0,0.0,,False,3628.0
5001600000pSb5KAAS,False,,00009731,003G000001Q1MTZIA3,001G000001AuMmtIAF,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,"roxanne Lemieux, exception enlever le statut de late (9 mois)",Medium,erreur de l'employeur,True,2016-04-27T13:59:23.000+0000,False,False,005G0000002gxzsIAA,2016-04-27T13:58:34.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(514) 974-5576,(514) 974-5576,tkocisko@kocisko.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhT9AAK,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3627.0
5001600000pSbbaAAC,False,,00009732,0031600002ISxePAAT,001G000000urMphIAE,,,,,,,,In Progress,,In Person,,Bobby JOW-April 27,Medium,"Discussed Richard Brett meeting.  Suggested start with fact find and psfy.  Not much in file as I never met with client before.

Discussed with Bobby about his group lead with colonial tool, a company that was referred to him by his client Mackenzie Froats. Mackenzie told him to follow up with Mary Beth who takes care of the group benefits at colonial tool. Bobby will follow up with a call to Mary Beth this week and Tom Ferreria as well. He will be calling Mary to ask for statements from their current group policy and following up with an email to her and delivering the information to Tom to get the ball rolling. Colonial Tool has over 50 employees. Currently with Green Shield.",False,,False,False,00516000006lhhPAAQ,2016-04-27T14:23:18.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,bobby.farias@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3627.0
5001600000pSbnRAAS,False,,00009733,003G000001dO7bvIAC,001G000001J2hAzIAJ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Service Request,Medium,"Ee came back on mat leave but was off longer than 12 months. Sent Peter email on Apr 24 advising that she will need to be treated like a new ee, and complete the application, using DOE of April 11 and can submit the letter to waive the waiting period. Awaiting response.
Spoke with p/a and advised that still hadn't received the app. Was going to look into it and send in",True,2016-05-18T12:24:53.000+0000,False,False,005G0000002gyAKIAY,2016-04-27T14:32:36.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,peter@sym.ca,,,,,,,,,,,,,,,0.0,,001G000001J2hAzIAJ,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3627.0
5001600000pSbotAAC,False,,00009734,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Ownership of LI: personal v. holdco,Medium,,True,2016-04-27T14:33:29.000+0000,False,False,005G0000002heHMIAY,2016-04-27T14:33:21.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3627.0
5001600000pSdBFAA0,False,,00009735,0031600002QmWAGAA3,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Recommending 12 fund QGOF portfolio (as recommended by Voyager). What are fund MER's,Medium,"Legal POS disclosure requires sending Fund Facts, 1 per fund, which report the Fund's MER.  We reviewed the QGOF FUND FACTS website, and I showed him how you search/print/ or email the funds",True,2016-04-27T15:38:33.000+0000,False,False,005G0000002gy7yIAA,2016-04-27T15:38:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,ankur.dey@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3627.0
5001600000pSdXVAA0,False,,00009736,003G000001hVk3eIAC,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Employee purchase of business,Medium,,True,2016-04-27T15:55:05.000+0000,False,False,005G0000002heHMIAY,2016-04-27T15:54:56.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(403) 261-4690 ext. 327,,kent.chow@freedom55financial.com,(403) 730-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3627.0
5001600000pSeYjAAK,False,,00009737,003G0000018f7M7IAI,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Luc Rodrigue,Medium,Advisor would like me to meet the client to review portfolio and try to get assets that where not invested with Manulife,True,2016-05-10T12:48:37.000+0000,False,False,005G0000002gy8MIAQ,2016-04-27T16:38:10.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(418)930-5939,(418) 930-5939,info@sfgmi.ca,,,,,,,,,,,Desjardins Private,Other,,,0.0,,,0.0,False,Desjardins Private,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,3.0,1.0,0.0,,False,3627.0
5001600000pSgEbAAK,False,,00009738,0031600002IQHp6AAH,001G000000urMphIAE,,,,,,Mutual Fund,,In Progress,,In Person,,JOW-April 27,Medium,Discussed all in kind transfers and possibility of moving to proprietary funds. Self directed instead of client held,False,,False,False,00516000006lhhPAAQ,2016-04-27T17:49:37.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(519)890-9255,(519) 890-9255,trina.hearn@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3627.0
5001600000pSgL3AAK,False,,00009739,003G000001hU9FoIAK,001G000000urMr2IAE,,,,,,Life,,In Progress,,Email,,Sabrina Singh,Medium,"Assigned Matt to follow up on AOR client:

Advisor name: SERVICE LINK
Owner: MRS SABRINA SINGH
Policy number: 09B231062U
Caller: MRS SABRINA SINGH
Caller's language of preference: English
Caller's home phone: 416-767-7802
Caller's work phone:

Notes:
Client indicated she would like to be assigned an advisor to her policy.  She is upset that her previous advisor has left and did not advise her.  Please assign a new advisor as soon as possible and have them contact the client at 416-767-7802 as client has questions about her policy.  I have answered her inquiries today but she would still like to meet with an advisor. 
 
CLIENT: MRS SABRINA SINGH
POLICY: 09B231062U
 
ADDRESS:
605-3561 EGLINTON AVE W
TORONTO, ON
M6M 5C7
PHONE : 416-767-7802",False,,False,False,00516000006lhi1AAA,2016-04-27T17:54:02.000+0000,00516000006lhi1AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 x411,,matt.vuong@freedom55financial.com,(416) 789-0236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3627.0
5001600000pSrC3AAK,False,,00009740,003G0000018f7UmIAI,0011600001lUkVdAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Survivor Benefits for B. Hennessy- grandfathered from prev carrier,Medium,"Surviving Spouse: Bernice Hennessy
Please be advised survivor benefits for the health and dental benefits has now been set up on the BEN system effective April 1/16 under identification SS99999999.
(The survivor benefits have also been set up on the BCE Emergis system.  The pharmacist will have to enter relationship code 01.)

The benefits continued are subjected to the same limitations and restrictions as the employee plan that was inforce. 
This coverage will terminate July 1/16 or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.",True,2016-04-28T12:32:45.000+0000,False,False,005G0000002gxytIAA,2016-04-28T12:32:39.000+0000,005G0000002gxytIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613)563-1281,ext 31,jburns@david-burns.com,(613)563-0443,,,,,,,,,,,,,,0.0,,0011600001tj3OvAAI,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3626.0
5001600000pSuw7AAC,False,,00009741,003G0000018f7VPIAY,001G000000urN1nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Claim Received for 3.,Medium,"May 18, 2016 - Life claim cheque received. Advisor notified and will deliver it to client.

Sent claim to HO April 28, 2016. 
Sent original death cert to advisor via courier Apr 28, 2016.
Spouse is also insured (5). Need to remove spouse and update bene.",True,2016-05-18T22:12:04.000+0000,False,False,005G0000002gyDHIAY,2016-04-28T15:19:02.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(604) 510-2709,(604) 657-5034,brien@vanfraser.ca,,,,,,,,,,,,,,,0.0,,0011600001lUj0YAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3626.0
5001600000pSwRLAA0,False,,00009742,003G0000018f75mIAA,001G0000019qYE9IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Exception to have  Claims Suspension lifted,High,"Received phone call at 2:30pm Friday April 22nd from PA Jean in regards to arrears and claims being in suspension. Requested I ask for an exception to have the claim suspension lifted as one cheque had been mailed earlier in the week and one was being delivered to myself around 4pm. 

Spoke to Jamie Palo and was able to track cheque for div 1 and had susp lifted. 

Spoke to Charito and got approval to have claim suspension lifted as I had cheque in hand. (advisor Andrew delivered at 4pm)  

As this is a recurring issue, there is to be a meeting with owners of the company to discuss and come with a solution to have this rectified.",True,2016-04-28T16:22:11.000+0000,False,False,00516000006kda0AAA,2016-04-28T16:22:00.000+0000,00516000006kda0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705)806-8341,(705) 698-4200,andrew@monahanfinancial.ca,(705)805-7806,,,,,,,,,,,,,,0.0,,0011600001lUfcwAAC,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3626.0
5001600000pT0UkAAK,False,,00009743,0031600002B7xJWAAZ,0011600001lUdLaAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Ex-gratia Claim - Vision Care 5,Medium,"May 16th - Adjudicated and Paid today.

April 28, 2016 - Sent Ex-gratia request to Carrie for approval for $200. EE went in two weeks early.",True,2016-05-16T16:51:41.000+0000,False,False,005G0000002gyDHIAY,2016-04-28T18:17:27.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(604)291-2888,,,,,,,,,,,,,,,,,0.0,,0011600001lUdLaAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3626.0
5001600000pT4O4AAK,False,,00009744,003G0000018f7faIAA,001G000000urMyHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Executive Benefits,Medium,"Effective May 1, 2016
$2,100 Medical Assessment Account
$500 HSP Account
$300 Healthy Living Account
4 Executives",True,2016-04-28T20:52:15.000+0000,False,False,005G0000002gxzyIAA,2016-04-28T20:51:55.000+0000,005G0000002gxzyIAA,2025-01-23T20:41:03.000+0000,005G000000682LaIAI,2025-01-23T20:41:04.000+0000,(403)244-7800,(403) 803-3036,mikeclarke@prizmfinancial.com,,,,,,,,,,,,,,,0.0,,001OH00000Io7DeYAJ,0.0,False,,,,,,005G0000002gxzyIAA,,,70116000000TOhLAAW,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,3626.0
5001600000pwWJlAAM,False,,00009757,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Premium Statement,Medium,Mark has questions regarding ee/er split.  Him and I spoke and all is good.,True,2016-04-29T12:27:08.000+0000,False,False,005G0000002gy7UIAQ,2016-04-29T12:26:57.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,0011600001uu1fQAAQ,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3625.0
5001600000pwYhQAAU,False,,00009758,003G0000018f6qmIAA,001G000000urMoXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Request for opinion letter redirected to lawyer/accountant,Medium,,True,2016-04-29T14:16:08.000+0000,False,False,005G0000002heHMIAY,2016-04-29T14:16:00.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(587)525-6089,(587) 708-1406,hhenschel@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3625.0
5001600000pwYsJAAU,False,,00009759,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Policy loan,Medium,,True,2016-04-29T14:23:34.000+0000,False,False,005G0000002heHMIAY,2016-04-29T14:23:27.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3625.0
5001600000pwbi3AAA,False,,00009760,003G0000018f6XmIAI,001G000000urMwJIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Complex Case,Low,Met mike in his office to discuss tepg support and how we could work on more joint field work,True,2017-09-05T17:05:45.000+0000,False,False,005G0000002gy9vIAA,2016-04-29T16:15:06.000+0000,005G0000002gy9vIAA,2025-02-21T20:10:03.000+0000,0050A000001TA3IQAW,2025-02-21T20:10:03.000+0000,(905)571-7644,(905) 718-8178,mike@capesky.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,Presentation,1.0,0.0,0.0,,False,3625.0
5001600000pweKTAAY,False,,00009761,003G000001F4lkdIAB,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Apr 29/16 Life Claim Payment,Medium,Apr 29/16 Life Claim for DB sent to HO,True,2016-05-10T17:16:30.000+0000,False,False,005G0000002gy4AIAQ,2016-04-29T18:00:42.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 678-6565,(613) 678-3725,dwightproudfoot@gmail.com,(855) 690-0180,,,,,,,,,,,,,,0.0,,0011600001lUc5rAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3625.0
5001600000pwzO0AAI,False,,00009799,0031600002NUL3mAAH,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Clients say they don't save in RRSP because they lose other benefits?,Medium,"There are a few programs where your income may reduce government benefits:
1) OAS may be clawed back, when income is above $72,000
2) ODP may be eliminated if you have excess assets or income

Otherwise, RRSP's do not reduce CPP, OAS (when under $72,000 or so) and other tax credits are also available.",True,2016-05-02T13:23:47.000+0000,False,False,005G0000002gy7yIAA,2016-05-02T13:23:41.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(905)276-1177,(416) 678-2916,julioluis.anopol@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3622.0
5001600000px7eHAAQ,False,,00009800,0031600002HGptuAAD,001G000001W0jsBIAR,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Plan Admin - GroupNet Adding and changing employees,Medium,"Advisor called and wanted me to connect with his client.  She was having some issues with adding a new employee online.  Had a couple other questions regarding when an employee is filling out application, overage dependents.",True,2016-05-02T18:12:51.000+0000,False,False,00516000006l6nrAAA,2016-05-02T18:12:24.000+0000,00516000006l6nrAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,001G000001W0jsBIAR,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3622.0
5001600000px7wfAAA,False,,00009801,0031600002RB5vgAAD,001G0000018cWO8IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Plan Admin - GroupNet adding an employee,Medium,"Called and talked to Wendy.  Updated SalesForce to include her information as only Dallas was listed.  
Walked through how to add employee and confirmed that she did need to have an original application completed and mailed to Winnipeg.",True,2016-05-02T18:23:03.000+0000,False,False,00516000006l6nrAAA,2016-05-02T18:22:52.000+0000,00516000006l6nrAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(306) 745-3336,,,,,,,,,,,,,,,,,0.0,,001G0000018cWO8IAM,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3622.0
5001600000px803AAA,False,,00009802,003G0000018f6rGIAQ,001G000000urMp9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dependent Life Claim,Medium,"K. Corston submitted life claim for his dependent spouse. A cheque was received in the amount of 5,000.92 on May 3rd and was mailed FEDEX to Edith Larocque at Chapleau Cree First Nation.",True,2016-05-02T18:24:37.000+0000,False,False,00516000006kda0AAA,2016-05-02T18:24:30.000+0000,00516000006kda0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705)574-0579X258,(705) 941-1776,m.ochoski@glwealthssm.com,,,,,,,,,,,,,,,0.0,,0011600001lUeHwAAK,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3622.0
5001600000pxC7SAAU,False,,00009803,0031600002OmR3oAAF,0011600001tlA7ZAAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dependents not added,Medium,"Plan admin contacted in regards to new group with GWL and an employee's dependent's insulin claim was declined.

Found out non of the listed dependents on the employee application were added onto system.

Have been added.",True,2016-05-02T20:18:57.000+0000,False,False,00516000006l6nrAAA,2016-05-02T20:17:56.000+0000,00516000006l6nrAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(306) 543-3193,,elainep@prairiecontrols.com,,,,,,,,,,,,,,,0.0,,0011600001tlA7ZAAU,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3622.0
5001600000pxDymAAE,False,,00009804,0030A0000029j7TQAQ,001G000000wjNrnIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Late applicant - baby,Medium,"May 1, 2016 - forwarded dependent info to Selectpac member admin with request to add and waive late app restrictions.  Out-of-country travel planned.",True,2017-01-26T19:29:32.000+0000,False,False,005G0000002gyGzIAI,2016-05-02T21:17:40.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(250)727-9191,,greg.garner@ig.ca,(250)727-3222,,,,,,,,,,,,,,0.0,,0011600001lUkT4AAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3622.0
5001600000pxE59AAE,False,,00009805,003G0000018f6rWIAQ,001G000000urMotIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Employee Disability,High,"Employee currently on a WCB and LTD claim.  Been on disability since 2014, and just deemed permanently disabled.  The advisor Steve would like to have update from case manager if GWL information has been updated to reflect permanent status of LTD.
Office currently closed for the day will contact first thing in morning.

May 3 - 
Spoke to Case manager - she gave a thorough update on this case.  the employee would not be deemed permanently disability until Sept 2016.  She has also been trying to reach out and get updated medical evidence from the employee to no response.  Sent a couriered letter on April 27th with forms again and within letter stating GWL requires medical evidence by May 12 or claim shall be suspended.  

Connect again and update Advisor with this information.",True,2016-07-19T16:07:44.000+0000,False,False,00516000006l6nrAAA,2016-05-02T21:21:55.000+0000,00516000006l6nrAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(306)993-1828,(306) 533-8876,steven@springleaf.ca,,,,,,,,,,,,,,,0.0,,0011600001lUibsAAC,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3622.0
5001600000pxMloAAE,False,,00009806,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Are withdrawals from Non reg taxable to owner or annuitant if they differ?,Medium,Always the policy owner.,True,2016-05-03T12:45:24.000+0000,False,False,005G0000002gy7yIAA,2016-05-03T12:45:17.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3621.0
5001600000pxTmyAAE,False,,00009807,003G000001B6XqsIAF,001G000000urN36IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia - ID#18,Medium,Ex-gratia approved in the amount of $201.60 ($252 X 80%) for ID#18 for dental care due to misunderstanding on how the scaling unit maximums work.,True,2016-05-03T16:55:07.000+0000,False,False,005G0000002gxytIAA,2016-05-03T16:54:57.000+0000,005G0000002gxytIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 599-6100 x 225,(613) 408-1000,rgrecco@bairdbenefitsplus.com,,,,,,,,,,,,,,,0.0,,001G000001fj39EIAQ,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3621.0
5001600000pxVcWAAU,False,,00009808,0031600002C5IO7AAN,0011600001m0oiGAAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"May 3rd, 2016:  Head Office Exception",Medium,"Employee was added with Single coverage in November 2015.  The employee neglected to add her spouse.  We have obtained approval to add the dependent and family coverage back to November 15th, 2015.  Approved by Brenda McCormick. Mg.",True,2016-05-03T17:52:41.000+0000,False,False,005G0000002gxymIAA,2016-05-03T17:52:35.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 763-1491 x100,(613) 851-5566,hugh@procorpfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001oiau5AAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3621.0
5001600000pxelAAAQ,False,,00009809,0031600002N1ysbAAB,001G000000urMr2IAE,,,,,,,,Closed - Responded,,In Person,,"Weekending April 29, 2016 - JOW",Medium,"Amanda came in to discuss several mortgage cases, totalling approximately $1.5M.
- The largest case ($800K) may be difficult, but it is still pending
- A case for $400K looks like it wont be a problem
- We are waiting on details of the third case",True,2016-05-30T23:37:34.000+0000,False,False,00516000006nRRSAA2,2016-05-03T23:53:55.000+0000,00516000006nRRSAA2,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416)716-0446,(416) 716-0446,amanda@legacywealthgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRSAA2,,,,,,,0.0,0.0,0.0,,False,3621.0
5001600000pxiNmAAI,False,,00009810,0031600002G6khTAAR,001G000000urMr2IAE,,,,,,Life,,In Progress,,In Person,,"JFW: Life case $25,000/year",Medium,"JFW with Ken for a life case with $25,000 per year premium, pending on medical and APS.",False,,False,False,00516000006lhi0AAA,2016-05-04T06:26:03.000+0000,00516000006lhi0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 x409,,shuquan.guo@freedom55financial.com,(416) 789-0236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi0AAA,,,,,,,0.0,0.0,0.0,,False,3620.0
5001600000pxiOfAAI,False,,00009811,0031600002G6khTAAR,001G000000urMr2IAE,,,,,,Life,,In Progress,,In Person,,JFW: 2 Life cases for Biao Ye and his wife,Medium,"Total premium around $5000 per year, 2 life insurance policies per client.  Both did medical and pending on underwriting.",False,,False,False,00516000006lhi0AAA,2016-05-04T06:27:15.000+0000,00516000006lhi0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416) 789-4527 x409,,shuquan.guo@freedom55financial.com,(416) 789-0236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi0AAA,,,,,,,0.0,0.0,0.0,,False,3620.0
5001600000pxiQMAAY,False,,00009812,003G0000018f75RIAQ,001G000000urMr2IAE,,,,,,Selectpac,,In Progress,,In Person,,Collecting employee data for Beauty Station,Medium,"5 families with the quote, waiting for employee data return",False,,False,False,00516000006lhi0AAA,2016-05-04T06:29:54.000+0000,00516000006lhi0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(905)475-0122,(647) 938-1208,huiwen.liu@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi0AAA,,,,,,,0.0,0.0,0.0,,False,3620.0
5001600000pxktBAAQ,False,,00009813,003G0000018f7kIIAQ,001G000000urMzmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,New Group - Rector Colavechia - May 1 effective date,Medium,"This group still hasn't gone to head office yet for processing. We are awaiting confirmation of address and withdrawal date. 
The o/a has been contacted 2x requesting this info and is supposed to get it to me so that we can proceed. Last spoke to her May 3. This group only has pooled benefits so there isn't any urgency on drug cards etc. File has been given back to Cat.",True,2016-05-17T16:12:36.000+0000,False,False,005G0000002gyAKIAY,2016-05-04T12:02:53.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(902) 434-9088,,don@tfi.cc,(902) 434-9999,,,,,,,,,,,,,,0.0,,0011600001vf6EzAAI,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3620.0
5001600000pxlA2AAI,False,,00009814,003G0000018f7kEIAQ,001G000000urMzOIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,New Group,Medium,awaiting copy of current bill in order to submit this group. Pooled benefits only. sent advisor email and left v/m on May 4 - advised him to either fax or email. Cat has file.,True,2016-05-17T16:21:51.000+0000,False,False,005G0000002gyAKIAY,2016-05-04T12:24:55.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(902) 567-3995,,jim@jpfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001ur6GnAAI,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3620.0
5001600000pxpE8AAI,False,,00009815,003G0000018f7gxIAA,001G000000urN9aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,alain carrier,Medium,"ee en CSST. il a fait la demande pour exo de prime. selon isabelle goyette du dmso, ee ne retourne pas les appels. lm 29 et 13 avril.  Elle sait que ee est de retour au travail janvier , mais ils ont besoin d'information pour permettre de donner l'exo.
4-5-2016 lm courtier",True,2016-09-16T15:15:58.000+0000,False,False,005G0000002gxzsIAA,2016-05-04T15:16:09.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(450)926-8555X205,(514) 235-2624,johanne.grenier@collabex.ca,,,,,,,,,,,,,,,0.0,,001G000001eUAGBIA4,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3620.0
5001600000py5m5AAA,False,,00009816,0031600002QUe7wAAD,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Using QGOF Fund Facts website,Medium,"We ran some reports and then used the website to email the reports.  James didn't know the email function was built-in and assumed all reports had to be printed

Even printing permits multiple reports at the same time using the button a the bottom",True,2016-05-09T13:41:54.000+0000,False,False,005G0000002gy7yIAA,2016-05-05T14:03:44.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,james.boyle@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3619.0
5001600000py7UNAAY,False,,00009817,003G0000019mdx9IAA,0015o000008CyfyAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Escalation:  Service Exception declined by HO (Requested further review),Medium,"I have a couple questions and ask you forward to the appropriate person. The new ED, Lyne Trahan has been with Haldimand for awhile and I’m still trying to sort out administrative issues that were left by the previous ED. Lyne doesn’t feel the employees should be penalized therefore I am asking for your consideration.

#1.  (Employee Anne L), currently on the plan and as per her original enrollment she had full benefits including health and dental. As some point Anne says Deb (previous ED) cancelled her benefits saying she had to due to her having spousal coverage. The spousal coverage is only partial and she’d like to add this back on the plan. Can you let me know when E & D were terminated for Anne? Can this be reinstated as an exception?

#2. (Employee Kristen E.), it’s come to light that she was never on the plan, and was hired back in 2008. Can you add her onto the plan as an exception without medical evidence? These are the only two who need to be corrected. Her enrollment is attached.",True,2016-09-22T15:29:08.000+0000,False,False,005G0000002gy6XIAQ,2016-05-05T15:17:33.000+0000,005G0000002gyI2IAI,2024-12-12T15:47:42.000+0000,0055o0000019VX9AAM,2024-12-12T15:47:43.000+0000,(519) 667-0116 ext 220,,jennifer@zavitzinsurance.com,(519) 667-0135,,,,,,,,,,,,,,0.0,,0011600001lUl3IAAS,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,3619.0
5001600000py97XAAQ,False,,00009818,0031600002NtMMGAA3,0011600001sklTTAAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,GWL Apology Letter - Claims Delays disturbing overall Client Experience,High,"Client experiencing poor service levels on claims submissions, with respect to turnaround time.  Lost client in the past due to similar issue, but recently brought them back over, with the expectation of an improved experience.  Looking to resolve underlying issue of delays and ensure client feels heard/concerns addressed.

Letter prepared and emailed Courtney request to have her put on GWL letterhead and sign.

May 27th- rec'd original copy of letter and Advisor, jen Burns, asked that it be sent to her and she will deliver to client.",True,2016-05-29T19:48:07.000+0000,False,False,005G0000002gxytIAA,2016-05-05T16:23:23.000+0000,005G0000002gyI2IAI,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 237-2470,,chrissy@scaffold-fast.ca,,,,,,,,,,,,,,,0.0,,0011600001sklTTAAY,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3619.0
5001600000pyNETAA2,False,,00009831,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"May 3rd, 2016 - Head Office Exception",Medium,"Plan member passed away, and she had changed her beneficiary from the original designation.  The original documents of the beneficiary chanbe could not be located, so Denise Shepit agreed to accept the photocopies as an exception to have the Life Claim paid. Mg.",True,2016-05-06T13:17:15.000+0000,False,False,005G0000002gxymIAA,2016-05-06T13:17:06.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUkEOAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3618.0
5001600000pyPtYAAU,False,,00009832,003G0000018f6ihIAA,001G000000urMofIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Late applicant,Medium,"Received email from head office regarding a late applicant.  As they are under the 6 month from eligibility date they can choose to either agree to pay back premiums and not have late applicant status, or have employee complete medical evidence forms and be medically underwritten.

Client agreed to pay back premiums and confirmed by email that actively at work with no pending disability.

they have been added on effective Feb. 16/16",True,2016-05-06T15:13:28.000+0000,False,False,00516000006l6nrAAA,2016-05-06T15:12:31.000+0000,00516000006l6nrAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(306)653-3515,(306) 281-3789,jason.hillmer@soterragroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUlaQAAS,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3618.0
5001600000pyQtVAAU,False,,00009833,0031600002B7zFnAAJ,0011600001lUjPpAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Change form - adding dependents,Medium,"Question from enrollment department regarding change form they received.  An employee wanted to add spouse and dependent children.  Had previously waived coverage.  Enrollment wants confirmation if change due to spouse losing coverage or if the employee now wants to coordinate benefits.  Either way, require additional information.


Received information from plan admin - forwarded this onto enrollment for processing.
Emailed plan admin with the inquiry question.  

May 6, plan administrator confirmed details.  forwarded onto enrollment for processing.",True,2016-06-13T16:27:17.000+0000,False,False,00516000006l6nrAAA,2016-05-06T15:59:46.000+0000,00516000006l6nrAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(306)596-1668,,shondell.neithercut@rbe.sk.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjPpAAK,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3618.0
5001600000pyRXtAAM,False,,00009834,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"May 6th, 2016 - Ex-Gratia Request",Medium,"Medical Supply in the amount of $550 that is not standardly covered under our contract.  Capital Benefits asking for an ex-gratia to pay this out, as other insurance companies would cover this device.",True,2016-05-06T16:29:06.000+0000,False,False,005G0000002gxymIAA,2016-05-06T16:28:55.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcN5AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3618.0
5001600000pyqKiAAI,False,,00009835,003G000001D58cNIAR,001G000000urN1hIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Survivor Benefits (25) Effective Jan 29, 2016",Medium,"May 13, 2016 - SS Letter and Card sent to SS c/o company address.

May 9, 2016:
Life Claim not eligible as EE over age 71.
SS Benefits set up, card enroute to SMC. Sent copy of SS letter to advisor for their records. Credit for client will appear on next premium statement.",True,2016-05-09T14:52:26.000+0000,False,False,005G0000002gyDHIAY,2016-05-09T14:52:18.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(604) 533-9813,(604) 339-7818,drew@scharfbenefits.ca,(604) 533-9814,,,,,,,,,,,,,,0.0,,0011600001lUjM2AAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3615.0
5001600000pyrB3AAI,False,,00009836,0031600002IQHp6AAH,001G000000urMphIAE,,,,,,Selectpac,,In Progress,,In Person,,JOW-Individual Health Session,Medium,"Discussed who in market assessment we should target.  Picked out 10 people to hit up right away.

Discussed that even if people are not interested now they may be one day or know someone.  This is a passive effort to talk about Sonata and Plan Direct.  

We talked about doing a pre-approach email and then sending the package email to include the 5 conversation starter questions emailed to us from Carl.

Will follow up on Wednesday to see how many people the emails were sent to and what was the response.",False,,False,False,00516000006lhhPAAQ,2016-05-09T15:21:17.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(519)890-9255,(519) 890-9255,trina.hearn@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3615.0
5001600000pyt1jAAA,False,,00009837,0031600002ISxePAAT,001G000000urMphIAE,,,,,,Selectpac,,In Progress,,In Person,,JOW- Individual Health Session,Medium,"Discussed who in market assessment we should target.  Picked out 10 people to hit up right away.

Discussed that even if people are not interested now they may be one day or know someone.  This is a passive effort to talk about Sonata and Plan Direct.  

We talked about doing a pre-approach email and then sending the package email to include the 5 conversation starter questions emailed to us from Carl.

Will follow up on Wednesday to see how many people the emails were sent to and what was the response.",False,,False,False,00516000006lhhPAAQ,2016-05-09T16:32:44.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,bobby.farias@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3615.0
5001600000pyw63AAA,False,,00009838,003G0000018f7GuIAI,001G000000urMwbIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Phone,,Client looking to invest in stocks,High,"The advisor called me. It is a question of a long term loyal client who has about 600k in investments with the a, but slod a compagny and wants to invest in stocks. a is telling me that tryed to convince the client to invest in funds, but the client is determined. so a wants to do it in order to avoid that the client goes with the competition. the c is in bromont. 450-361-0808",False,,False,False,005160000068bqBAAQ,2016-05-09T18:27:10.000+0000,005160000068bqBAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(450)361-0808,(514) 825-3554,rodrigo.bustos@prosphere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,Presentation,3.0,0.0,0.0,,False,3615.0
5001600000pywmnAAA,False,,00009839,003G0000018f75gIAA,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Michaud & Tessier,Medium,"Advisor wanted to rebalance account - as account total more than 500K i got involved, after phone call the avisor not only needs rebalancing but is trying to keep account as client is complaining of high MER and poor returns 
Accounts are all seg funds - 100/100 guarantee - non registered - regular series mostly with fees",True,2016-05-19T21:30:08.000+0000,False,False,005G0000002gy8MIAQ,2016-05-09T18:52:31.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,514-331-5838,(514) 862-6693,larbi.ouazzani@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,3.0,0.0,0.0,,False,3615.0
5001600000pz0ucAAA,False,,00009840,0030A0000029ZWpQAM,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Claim submission request,Medium,"Advisor had question regarding simpliest way an employee can submit claims, GroupNet or the mobile app.

If the employees are app/tech savy the app is extremely easy and user friendly.  Had a few employees like the looks and simplicity of how to use it.

Walked through how to set up the app and process for submitting claims using the app.

Happy and will pass the information onto his client.",True,2016-05-09T21:48:02.000+0000,False,False,00516000006l6nrAAA,2016-05-09T21:47:44.000+0000,00516000006l6nrAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(306)985-0545,3065226898,joel.gartner@portstrat.ca,(639)299-4718,,,,,,,,,,,,,,0.0,,0011600001nUBCgAAO,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3615.0
5001600000pz1N5AAI,False,,00009841,003G000001B5cxdIAB,0015o000008Cz0HAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Eye exam - dependent went prior to 24 months,Medium,"Email from Advisor that an employee had taken son to Optometrist prior to 24 months recall.  The exam was only 17 days prior to the new eligible dates. Asked if this could not be paid, then can put in a request for it to be paid ex-gratia.  

Confirmed with GCCS office that as this was outside the 15 day grace period and would need to apply to have this paid ex-gratia.  
They did indicated that paid $10 towards the eye exam, however the request for $75 prescription lenses claim was declined due to maximum being reached.

Emailed Advisor with the findings that heard from head office.  If her client would like to submit for ex-gratia, we will just need letter from the client for the one time exception for this to be paid.

June 10, 2016

Received letter from owner wanting to proceed with the ex gratia request. 
Completing form to be submitted.",False,,False,False,00516000006Uq1BAAS,2016-05-09T22:14:06.000+0000,00516000006l6nrAAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306) 359-2128,,mel@beyondwealth.ca,(306) 359-3031,,,,,,,,,,,,,,0.0,,0011600001lUideAAC,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3615.0
5001600000pzOtxAAE,False,,00009842,0031600002SPrXmAAL,001G000000urMphIAE,,,,,,Life,,In Progress,,In Person,,JFW-Ellery Oickle May 10 2016,Medium,"Had JFW with Ellery to see him complete a first PSFY with client.

Feedback provided:

Importance of taking good notes.  We reviewed entire meeting afterwards in car and he wrote out all notes.

He touch on all cornerstones well but was all over map with PSFY.
He did good job securing a second meeting and getting client to write down date an time.  

I suggested that he write out notes on a brochure and refer to them in his PSFY meeting.

Lots of opportunity with this client

-Ron Drouillard:
-Business Overhead expense
-Key Man
-Group Insurance
-RRSP, TFSA, 
-CI",False,,False,False,00516000006lhhPAAQ,2016-05-11T12:59:24.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,(226) 350-6915,ellery.oickle@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3613.0
5001600000pzV4wAAE,False,,00009843,003G0000018f7HvIAI,001G000000urMpbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Inforce policy quotation question,Medium,,True,2016-05-11T16:25:19.000+0000,False,False,005G0000002gy2jIAA,2016-05-11T16:24:20.000+0000,005G0000002gy2jIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(226)776-9897,,derek@derekrideout.com,(519)491-6433,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,3613.0
5001600000pzdspAAA,False,,00009844,003G0000029D2zTIAS,0011600001q1kdwAAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Issuance of charitable receipt by charity for LI proceeds,Medium,,True,2016-05-11T22:08:03.000+0000,False,False,005G0000002heHMIAY,2016-05-11T22:07:55.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(587)316-6600,(403) 809-7157,ross@innovativecp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3613.0
5001600000pzkxEAAQ,False,,00009845,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,"#264923 - May 15th, 2016 - Head Office Exception",Medium,"LTD claim was cut back due to actual hours worked, not what was reported on system.  As a result, the client was overpaying for a benefit that he never would have realized.  Gavin asked that we adjust the salary back to October 2014.  Approved by Claude Gatin and processed by Valerie MacKay",True,2016-05-12T14:21:31.000+0000,False,False,005G0000002gxymIAA,2016-05-12T14:21:24.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlBBAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3612.0
5001600000pzr2bAAA,False,,00009846,003G0000018f6uCIAQ,001G000000urMvgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Predeceased beneficiary,Medium,All contact via Guy Caouette,True,2016-05-12T18:19:57.000+0000,False,False,005G0000002heHMIAY,2016-05-12T18:19:48.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,780-428-5321,,veronica@email.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3612.0
5001600000q01bnAAA,False,,00009955,003G0000018f7g1IAA,001G000000urN8QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,severance agreement cert 17 pour 6 mois à la demande du courtier,Medium,,True,2016-05-13T13:07:56.000+0000,False,False,005G0000002gy6tIAA,2016-05-13T13:07:40.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(514)491-2227,(514) 912-2227,jruggieri88@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUdOkAAK,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3611.0
5001600000q01hbAAA,False,,00009956,003G0000018f7PbIAI,001G000000urN9XIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,exception acceptée par Theresa Tanner pour cert 1 renonciation dentaire pour un célibataire,Medium,,True,2016-05-13T13:13:51.000+0000,False,False,005G0000002gy6tIAA,2016-05-13T13:13:42.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(450) 443-3577,(514) 949-3408,pberger@acpbi.com,,,,,,,,,,,,,,,0.0,,0011600001tjojRAAQ,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3611.0
5001600000q07zMAAQ,False,,00009957,003G0000018f6WGIAY,001G000000urMvCIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Life Claim and Survivor Benefits,High,"Received life claim cheque in the amount of $20,003.56 for cert 3's spouse. 

Survivor benefits installed effective Aug 14th 2016- Aug 14th 2018

Fedex claim cheque and survivor benefit details to Danielle Genier Monday May 16th 2016",True,2016-05-17T12:02:18.000+0000,False,False,00516000006kda0AAA,2016-05-13T18:06:06.000+0000,00516000006kda0AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705)360-5555,(705) 365-8127,danielle.genier@genierfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUeIEAA0,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3611.0
5001600000q0BDCAA2,False,,00009958,003G0000018f7g1IAA,001G000000urN8QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,j'ai fait approuver un exception pour annuler un statut de retardataire après le délai maximal de 6 mois pour un nouvel employé PD,Medium,,True,2016-05-13T20:32:03.000+0000,False,False,005G0000002gy6tIAA,2016-05-13T20:31:24.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(514)491-2227,(514) 912-2227,jruggieri88@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUcIjAAK,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3611.0
5001600000q0T38AAE,False,,00009959,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Life Claim - Francine Picard (Claim number 186700),Medium,"Apr 27h- rec'd email from Denise Sheppit in Grp Life Claims advising that they were advised by Francine Picard's spouse that she had passed away on April 15th.  Ee was on life waiver of premium. Asked that we contact er to initiate the grp life claim and forward the orig signed form along with proof of death to her attention.

Contacted Lise Trahan's office and spoke with Julie Desjardins. She will contact ER.

May 13/2016 - rec'd org life claim form with Part 1 completed and signed by ER. Noted included to advised that completed/signed Part 2 and proof of death would be forthcoming shortly.   contacted Denise Sheppit who advised to send both completed forms (part 1 and 2) together at same time.

May 17th- rec'd claim chq in amount of $60 012.74 from HO.  Part 2 of claim form/proof of death sent directly to Grp life claims department.  Confirmed with advisor's office that claim chq can be courried directly to claimant. Sent via FEDEX.",True,2016-05-18T13:15:52.000+0000,False,False,005G0000002gxytIAA,2016-05-16T14:04:27.000+0000,005G0000002gxytIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlM7AAK,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3608.0
5001600000q0YvyAAE,False,,00009960,0031600002N1ysbAAB,001G000000urMr2IAE,,,,,,Life,,Closed - Responded,,In Person,,Life Opportunity,Medium,"Amanda met with a husband and wife to discuss Life needs.

- Wife has Cystic Fibrosis and is uninsurable. 
- We will go back to review a Par/Term recommendation with the husband  
-- $100 - $200/monthly premium approx.",True,2016-07-20T17:22:26.000+0000,False,False,00516000006nRRSAA2,2016-05-16T17:37:19.000+0000,00516000006nRRSAA2,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416)716-0446,(416) 716-0446,amanda@legacywealthgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRSAA2,,,,,,,0.0,0.0,0.0,,False,3608.0
5001600000q0bRwAAI,False,,00009961,0030A0000029ibTQAQ,001G000000vlcSzIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,approbation du siège social pour amendment rétro au 1er février 2016 pour changer enhanced generic à non-générique,Medium,voir EB pour détails,True,2016-09-20T14:18:43.000+0000,False,False,005G0000002gy6tIAA,2016-05-16T19:08:36.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(819)826-2770,,santodo1@outlook.com,(819)826-2776,,,,,,,,,,,,,,0.0,,0011600001lUeDNAA0,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,3608.0
5001600000q0bb8AAA,False,,00009962,003G0000018f6ZVIAY,001G000000urMpbIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,FEPO option,Medium,Karen is wondering the income required to exercise the FEPO option for this year on a DI policy.,True,2017-03-06T21:17:06.000+0000,False,False,005G0000002gy2jIAA,2016-05-16T19:13:20.000+0000,005G0000002gy2jIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(519)491-2120,5196278793,debergh@slaterwealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,3608.0
5001600000qGGUWAA4,False,,00010033,0031600002B84wcAAB,0011600001lUdmLAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,"A. Jubinville , csst depuis 29 avril 2016 pour environ 3-4 mois",Medium,rat  20 octobre 2016,True,2016-09-16T15:16:22.000+0000,False,False,005G0000002gxzsIAA,2016-05-24T13:12:35.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001sktuWAAQ,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3600.0
5001600000qGRQgAAO,False,,00010034,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Labrecque Ann,Medium,"Alain has competition from National Bank
Looking to offer something to retain client - fee sensitive
Will build portfolio for series 1",True,2016-05-24T20:44:30.000+0000,False,False,005G0000002gy8MIAQ,2016-05-24T20:41:02.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,National Bank,Other,,,0.0,,,0.0,False,National Bank,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,3.0,0.0,0.0,,False,3600.0
5001600000qGc0AAAS,False,,00010035,003G0000018f7lDIAQ,001G000000urMzYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment,Medium,"received approval for OE effective June 1 for 6 ee's. awaiting employee applications.
Apps received o/e sent for processing.",True,2016-06-23T14:17:22.000+0000,False,False,005G0000002gyAKIAY,2016-05-25T16:09:01.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(902) 832-2266,,ptd@ns.sympatico.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlKgAAK,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3599.0
5001600000qH0gUAAS,False,,00010036,0031600002QmWAGAA3,001G000000urMqcIAE,,,,,,,,In Progress,,In Person,,Life Insurance,Medium,Opened a case with the Lawyer,False,,False,False,00516000006lhhcAAA,2016-05-26T19:47:17.000+0000,00516000006lhhcAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,ankur.dey@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhcAAA,,,,,,,0.0,0.0,0.0,,False,3598.0
5001600000qH4TnAAK,False,,00010049,0031600002RvdhbAAB,0011600001qyFDeAAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,1015712 - 9 ees to add. Need to amend wp for existing ees.,Medium,"May 26/16 - exception request emailed to Marianne.
May 27/16 - received HO approval to backdate amendment
June 1/16 - emailed information to Alicia with drafted amendment letters and instructions to mail originals to my attention.",True,2016-10-30T15:08:00.000+0000,False,False,005G0000002gyGzIAI,2016-05-26T23:16:49.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(250) 508-7772,,hr@treesdispensary.com,,,,,,,,,,,,,,,0.0,,0011600001qyFDeAAM,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3598.0
5001600000qH8koAAC,False,,00010050,003G000001F4lkdIAB,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Mary 26/17-Severance,Medium,"Severance

Please process

Cert #xx DRM
Extend all benefits from April 30 2016 to May 31st 2016

Regards, E",True,2016-05-27T13:24:30.000+0000,False,False,005G0000002gy4AIAQ,2016-05-27T13:24:20.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 678-6565,(613) 678-3725,dwightproudfoot@gmail.com,(855) 690-0180,,,,,,,,,,,,,,0.0,,0011600001lUc5rAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3597.0
5001600000qHA3mAAG,False,,00010051,003G0000018f6YYIAY,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Bill & Pat Fox,Medium,"Personnal account need rebalancing
Profil is now avanced (70%-30%)
Will need to be carefull as we have capital gains involved",True,2016-08-17T15:27:46.000+0000,False,False,005G0000002gy8MIAQ,2016-05-27T14:23:42.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(514)931-4242X2260,(514) 913-3936,bill.fox@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,4.0,0.0,0.0,,False,3597.0
5001600000qHAmVAAW,False,,00010052,003G0000018f77DIAQ,001G000001bTKmiIAG,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,LABROSSE CARL (WM),Medium,HNW accounts need rebalancing,True,2016-06-06T21:42:55.000+0000,False,False,005G0000002gy8MIAQ,2016-05-27T14:53:00.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(819)812-1022,(450) 558-3820,myriam@laforteresse.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,3.0,0.0,0.0,,False,3597.0
5001600000qHAnnAAG,False,,00010053,003G0000018f77DIAQ,001G000001bTKmiIAG,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,GAGNE PIERRE (WM),Medium,HNW accounts need rebalancing,True,2016-08-17T15:29:05.000+0000,False,False,005G0000002gy8MIAQ,2016-05-27T14:53:46.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(819)812-1022,(450) 558-3820,myriam@laforteresse.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,3.0,0.0,0.0,,False,3597.0
5001600000qHBPXAA4,False,,00010054,003G0000018f7OoIAI,0015o000008CyqrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,exo pour 33 invalidit,Medium,voir les détails sur EB,True,2016-05-27T15:18:44.000+0000,False,False,005G0000002gxzsIAA,2016-05-27T15:18:37.000+0000,005G0000002gxzsIAA,2024-08-08T19:13:18.000+0000,0055o0000019VX9AAM,2024-08-08T19:13:19.000+0000,(450) 878-3051,(514) 918-7468,roger.d@delta-experts.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcdQAAS,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3597.0
5001600000qHBldAAG,False,,00010055,0031600002QUe7wAAD,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Using Form to get 3rd party fund cost disclosure (DSC or other fees),Medium,We discussed using the Request for Investment Information and I printed out some forms,True,2016-05-31T13:11:41.000+0000,False,False,005G0000002gy7yIAA,2016-05-27T15:34:47.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,james.boyle@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3597.0
5001600000qHBmbAAG,False,,00010056,0031600002ISWbdAAH,001G000000urMpCIAU,,,,,,,,In Progress,,In Person,,Mortgage for client Blaine Leblond,Medium,"Client applied for $132,000 for his mortgage.",False,,False,False,00516000006nRPpAAM,2016-05-27T15:35:22.000+0000,00516000006nRPpAAM,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705) 472-7790 x4242,(705) 492-8217,adam.marceau@productsolutionscentre.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPpAAM,,,,,,,0.0,0.0,0.0,,False,3597.0
5001600000qHBpQAAW,False,,00010057,0031600002ISWbdAAH,001G000000urMpCIAU,,,,,,CI,,In Progress,,In Person,,William Beatty,Medium,"Client applied for CI for $20,000",False,,False,False,00516000006nRPpAAM,2016-05-27T15:37:50.000+0000,00516000006nRPpAAM,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705) 472-7790 x4242,(705) 492-8217,adam.marceau@productsolutionscentre.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPpAAM,,,,,,,0.0,0.0,0.0,,False,3597.0
5001600000qHBs5AAG,False,,00010058,0031600002ISWbdAAH,001G000000urMpCIAU,,,,,,DI,,In Progress,,In Person,,William Beatty Protector,Medium,Client applied for Protector with a 91 day start and 60 month benefit period.,False,,False,False,00516000006nRPpAAM,2016-05-27T15:39:57.000+0000,00516000006nRPpAAM,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705) 472-7790 x4242,(705) 492-8217,adam.marceau@productsolutionscentre.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPpAAM,,,,,,,0.0,0.0,0.0,,False,3597.0
5001600000qHBwgAAG,False,,00010059,0031600002ISWbdAAH,001G000000urMpCIAU,,,,,,Life,,In Progress,,In Person,,"Blaine LeBlond 20 Pay for $20,000",Medium,"Client applied for $20,000 of 20 Pay.",False,,False,False,00516000006nRPpAAM,2016-05-27T15:42:40.000+0000,00516000006nRPpAAM,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(705) 472-7790 x4242,(705) 492-8217,adam.marceau@productsolutionscentre.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPpAAM,,,,,,,0.0,0.0,0.0,,False,3597.0
5001600000qp58HAAQ,False,,00010060,0031600002B7zFoAAJ,0011600001lUj0OAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Pending Life Claim and Survivor Benefits,Medium,"July 12, 2016 - Life Claim cheques sent to beneficiaries via courier. Waiting for SS card and will send via courier once received.

May 30, 2016 - EE (13) passed away in January 2016. No Life claim has been received from the beneficiary, but Life claim forms have been provided.

Advised the PA we require copy of death cert to terminate premiums and start survivor benefits. looped in advisor.",True,2016-07-12T16:55:08.000+0000,False,False,005G0000002gyDHIAY,2016-05-30T15:30:33.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(604)635-5062,,mbaigi@stratawest.com,,,,,,,,,,,,,,,0.0,,0011600001lUj0OAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3594.0
5001600000qp5B6AAI,False,,00010061,003G0000018f6qoIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Loans from corporation,Medium,,True,2016-05-30T15:37:03.000+0000,False,False,005G0000002heHMIAY,2016-05-30T15:36:56.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(780)909-3993,(780) 909-3993,marlene.simmons@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3594.0
5001600000qp5VOAAY,False,,00010062,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to corporation,Medium,,True,2016-05-30T16:14:52.000+0000,False,False,005G0000002heHMIAY,2016-05-30T16:14:47.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3594.0
5001600000qp6kPAAQ,False,,00010063,0031600002SPrXmAAL,001G000000urMphIAE,,,,,,Life,,In Progress,,In Person,,JOW _Ellery Oickle,Medium,"Meeting with Ellery to discuss Ron Drouillard

Discussed Life insurance and CI need personally for Ron and his Wife.  
We determined that though Ron wants Key man insurance through his company we need more information before we can proceed further.
We also talked about taking care of the LIRA right away as that is the low hanging fruit.

Though Ron has a tight budget we discussed the overall need vs the premium for Ron and determined we need to discuss his overall goals to make sure we are aligned properly with what he wants to achieve in the long run.

Suggested that Ellery also talk to Jen about the corporate aspects of Ron's business.",False,,False,False,00516000006lhhPAAQ,2016-05-30T19:41:56.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,(226) 350-6915,ellery.oickle@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3594.0
5001600000qp6o7AAA,False,,00010064,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"May 30th, 2016 - Head Office Exception - Over Age Dependant",High,"Employee has an overage disabled dependent and they provided many documents showing proof of the mental status of the dependent.  HO was asking for additional reports from the doctor, that the employee did not feel was necessary, and that we had everything we needed.  The client was getting very upset with us and Vivian called to see if we could accept the overage dependent based on the information we had been given.  Approved by Angela Roman",True,2016-05-30T19:54:14.000+0000,False,False,005G0000002gxymIAA,2016-05-30T19:54:07.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUkDrAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3594.0
5001600000qpDNEAA2,False,,00010065,003G000001F4lkdIAB,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,May 30/16- Survivor benefits,Medium,"RE:  
Surviving  :    CB

Please be advised survivor benefits for the health and dental benefits has now been set up on the BEN system effective  March 29, 2016,  under identification SS000000x8.

The survivor benefits have also been set up on the BCE Emergis system. The pharmacist will have to enter relationship code 01.

The benefits continued are subjected to the same limitations and restrictions as the employee plan that was Inforce. 

This coverage will terminate March 29, 2018,  or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.

Please advise the client accordingly, should you have any questions or concerns please do not hesitate to contact me. 

AA",True,2016-05-31T14:20:35.000+0000,False,False,005G0000002gy4AIAQ,2016-05-31T14:20:25.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 678-6565,(613) 678-3725,dwightproudfoot@gmail.com,(855) 690-0180,,,,,,,,,,,,,,0.0,,0011600001lUc5rAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3593.0
5001600000qpE0QAAU,False,,00010066,003G0000018f6qoIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI donation to church,Medium,All contact via Paul Li,True,2016-05-31T14:41:35.000+0000,False,False,005G0000002heHMIAY,2016-05-31T14:41:27.000+0000,005G0000002heHMIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(780)909-3993,(780) 909-3993,marlene.simmons@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3593.0
5001600000qpFIrAAM,False,,00010067,003G0000018f7kVIAQ,001G000000urMzmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment,Medium,"this group was terminating July 1 due to low participation. This has been ongoing since Jan.
Working with advisor on an o/e for this group, email with required info sent to h/o May 31 for approval, F/A willing to let us give 1 more try and if apps etc aren't in by June 30 the term will still stand.
Received approval for o/e. June 1 effective if apps rec'd by June 13 if not, will have to consider July 1. Awaiting apps.
Apps received o/e sent for processing",True,2016-06-23T14:18:07.000+0000,False,False,005G0000002gyAKIAY,2016-05-31T15:16:31.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(902) 434-9088,(902) 488-4796,jeff@tfi.cc,,,,,,,,,,,,,,,0.0,,0011600001lUhXSAA0,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3593.0
5001600000qpGoIAAU,False,,00010068,0031600002B7xtMAAR,0011600001lUnJ9AAK,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Arrears and employee information,Medium,"May 30 - Advisor called to give me a heads up on the client and arrears payment issues.  Said the client was either going to call me or to call them first thing in the morning.  He want to try and keep this with Stacy and Darin..if it goes any higher up they will cancel the plan outright.

May 31 called and talked to Stacy and confirmed amount needed to pay  (April and May premiums) to take them out of arrears.  Once that is received then all claims can be processed.  She was under impression that because employees couldn't put claims through the plan was essentially canceled until they paid.  Went through the process of once suspension lifted that any out of pocket claims by the employees can be submitted for reimbursement which she was happy to hear.

We also discussed the employees are taking a salary cut and she is going to email me the employees, date of salary change and new adjusted salary.  If she sends this shortly it will adjust and decrease the monthly premiums.   She will get this to me by end of day today or tomorrow.

May 31 - received salary updates.  Submitted to head office to be processed.

June 3 - completed and confirmed by head office, this will be reflected on the July billing.

June 14 - call from client if cheque and been received and suspension listed.  emailed head office to confirm as not showing on TOCS

June 15 - confirmation received that a pending cheque was at head office and would in amount that would take them out of arrears.  Called client to let them know it was received.  Once suspension lifted, employees can submit claims all the way back to when suspension started.  also gave the three options to submit claims (paper, online, app).  Called and let advisor know.  Followed up with email to him.",False,,False,False,00516000006l6nrAAA,2016-05-31T16:04:12.000+0000,00516000006l6nrAAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(306)634-2741,,,,,,,,,,,,,,,,,0.0,,0011600001lUnJ9AAK,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3593.0
5001600000qpPCwAAM,False,,00010069,003G0000018f6WjIAI,0015o000008CyvpAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Exception - amendment min # of elig hrs retro to Nov 1, 2014 (eff date of grp)",Medium,"May 13th- recd LTD ER statement (for ID#16) for this grp.  While reviewing prior to send to DI office, noticed that ee works 20 hrs/week. Verified contract and min hrs i 24 hrs/wk.  Advised Geoff Carter's office and as per Geoff, both he and client were under the impression that min# of hrs was 20 hrs/week and that he erred by providing this info to client.   Requested an exception from HO to amend plan, retro to Nov 1, 2014 to chg min # of hrs to 20 hrs/week as ee has been on plan since inception   Also confirmed with client that there are no other p/t ees.  

May 30th - aprpoval rec'd to amend plan retro to Nov 1, 2014. Amendment letter being forwarded to our attention shortly.

June 14th-confirmatin that amendment completed.  Forwarded completed ER Statement for LTD to Hamilton DMSO via email.",True,2016-05-31T20:57:19.000+0000,False,False,005G0000002gxytIAA,2016-05-31T20:57:07.000+0000,005G0000002gxytIAA,2024-03-11T14:07:36.000+0000,0055o0000019VX9AAM,2024-03-11T14:07:37.000+0000,(613)258-1997,,geoff@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,001G000001gYVx9IAG,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3593.0
5001600000qpZo8AAE,False,,00010082,0031600002Rdy84AAB,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Dom,Medium,"Would like life ci/di for him and his spouse, also has 38K in RRSP to move over.",False,,False,False,00516000006lhiDAAQ,2016-06-01T15:49:58.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,(613) 583-0199,christian.richardson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3592.0
5001600000qpa0nAAA,False,,00010083,0031600002Rdy84AAB,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Michelle,Medium,Opened with a PSFY and fact find. Wants CI and life as well as moving over 5k to a TFSA,False,,False,False,00516000006lhiDAAQ,2016-06-01T15:57:41.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,(613) 583-0199,christian.richardson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3592.0
5001600000qpeIgAAI,False,,00010084,0030A000005iYdqQAE,001G000000vlelHIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,"ILD #17 depuis un certain temps, retour progressi 1 jour x 1 sem, 2 jours x 1, 3 jours x 1 sem et retour a temps plein après (voir note)",Medium,"pour une raison que je ne comprend pas l'eer a mis fin a son emploi le 31 mai 2016,  D'un comment accord avec Pascal de mercer, nous avons référé l'employeur au DMSO",True,2016-06-01T18:38:13.000+0000,False,False,005G0000002gxzsIAA,2016-06-01T18:37:50.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(514)929-8482,,gianna@vitaassure.com,,,,,,,,,,,,,,,0.0,,0011600001lUg1tAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3592.0
5001600000qpfDIAAY,False,,00010085,003G0000018f7TNIAY,001G000000urN3XIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"ex-gratia - June 1/16,",Medium,"plan member was a late appliclant, restricted to only $100 of coverage, went to dentist and got work done, $1831 thinking it was covered.
Val at ginos' office asked us to get it paid by ex gratia.

approved today june 7/16",True,2016-06-08T16:57:04.000+0000,False,False,005G0000002gy4FIAQ,2016-06-01T19:12:14.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613) 260-3333 x 222,(613) 978-7526,gsauve@sauvesolutions.com,,,,,,,,,,,,,,,0.0,,0011600001lUf7eAAC,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3592.0
5001600000qpiLkAAI,False,,00010086,0031600002QoNwUAAV,001G000000urMunIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Joanne (ID 13) drug card hasn't arrived - new one ordered with delivery request to SMC,Medium,"Added health coverage over a month ago. No drug card sent. 
June 1/16 - requested new card. Maggie Pichette assisting.
June 8/16 - drug card received in SMC. Carla requested we mail to Glen Meadows.
June 10/16 - Confirmed address with Jo-Ann and mailed today.",True,2016-06-10T17:02:49.000+0000,False,False,005G0000002gyGzIAI,2016-06-01T21:27:36.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(250) 475-1108,,,,,,,,,,,,,,,,,0.0,,0011600001lUgDfAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3592.0
5001600000qpn7tAAA,False,,00010087,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"June 1st, 2016 - Waiting Period Correction",Medium,Employee #62 added with waiting period.  PA wanted the waiting period waived but forgot to include the waiver letter.  HO corrected this - approved by Brenda McCormick. Mg.,True,2016-06-02T12:08:47.000+0000,False,False,005G0000002gxymIAA,2016-06-02T12:08:38.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOUAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3591.0
5001600000qpoMfAAI,False,,00010088,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#299051 - June 1st, 2016 - Underwriting Approval",Medium,"New Group set up that did not indicate that there was an employee on Disability with prior carrier.  The client had terminated from the plan completely.  STD claim March 24th - processed on April 8th retroactive to January 2016. 
David asked us to retroactively add this employee for the Health and Dental. We obtained approval from Tara Nicholson to process this. Mg.",True,2016-06-02T13:27:05.000+0000,False,False,005G0000002gxymIAA,2016-06-02T13:26:38.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001vfNSOAA2,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3591.0
5001600000qptnqAAA,False,,00010089,0031600002N22BqAAJ,001G000000urMrmIAE,,,,,,,,In Progress,,In Person,,Abdi Gas,Medium,Wants to open a TFSA and interested in CI,False,,False,False,00516000006lhiDAAQ,2016-06-02T16:13:08.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,wali.farah@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3591.0
5001600000qpzSeAAI,False,,00010090,0030A0000029VO4QAM,001G000000wiigsIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,June 2/16- Open enrollment approved- 3 ee's,Medium,,True,2016-06-02T19:05:54.000+0000,False,False,005G0000002gy4FIAQ,2016-06-02T19:05:40.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613)695-6114X3,,robert.packman@rgpackman.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlwpAAC,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3591.0
5001600000qq3UeAAI,False,,00010091,003G0000018f7bsIAA,0015o000008CysqAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,MORISSETTE (WM),Medium,Client is not satisfied with current portfolio - returns stagnate,True,2016-06-29T17:55:09.000+0000,False,False,005G0000002gy8MIAQ,2016-06-02T21:38:54.000+0000,005G0000002gy8MIAQ,2024-08-08T16:49:32.000+0000,0055o0000019VX9AAM,2024-08-08T16:49:32.000+0000,(450)420-2555,(514) 917-8553,gaetan@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,5.0,0.0,0.0,,False,3591.0
5001600000qq7uLAAQ,False,,00010092,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,#291863 - May 2016 - Prior Auth Request - Decline by HO,Medium,"Prior Auth medication applied for Id#66
Medication is not approved for her condition - approx. $3100 per month
Jill tried to get this overturned and approved, but Claude Gatin declined",True,2016-06-03T12:06:07.000+0000,False,False,005G0000002gxymIAA,2016-06-03T12:05:48.000+0000,005G0000002gxymIAA,2017-01-10T03:22:02.000+0000,005G0000002gxymIAA,2018-10-05T23:37:18.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001F6EAVIA3,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3590.0
5001600000qqJHCAA2,False,,00010093,003G0000018f7JwIAI,001G000001GQJ1KIAX,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,Advisor wanted us to rebalance existing account - account is mostly in LIB product - 4 balanced funds -,True,2016-06-03T20:50:59.000+0000,False,False,005G0000002gy8MIAQ,2016-06-03T20:50:40.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(514)331-5838,(514) 771-4277,hernando.alecina@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,1.0,0.0,0.0,,False,3590.0
5001600000qqXjPAAU,False,,00010094,003G0000024Me4fIAC,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,UL Questions,Low,Jon had questions about the advantages and disadvantages of UL. Provided some insight and will provide him more information on UL. Talked about UL as an effective way to protect assets and can be a cheaper alternative than whole life.,True,2016-09-16T18:50:29.000+0000,False,False,005160000077LkNAAU,2016-06-06T01:31:31.000+0000,005160000077LkNAAU,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(780) 428-8585,,haoheng.zhang@freedom55financial.com,(780) 429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077LkNAAU,,,70116000001IGNRAA4,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,3588.0
5001600000qqY7CAAU,False,,00010095,003G0000018f6WsIAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,ADO schedule & Life premium deductions,Low,Millie wanted to know when professionally incorporated individuals can deduct their life premiums. Also wanted to know about flexibility of ADO schedule on GWL par. Answered her specific questions and sent her ADO guide and tax article for further education.,True,2016-08-03T17:18:32.000+0000,False,False,005160000077LkNAAU,2016-06-06T03:17:38.000+0000,005160000077LkNAAU,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(780)965-9823,(780) 965-9823,millie@beamfinancialmgt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077LkNAAU,,,,,,Marketing Piece,0.0,0.0,0.0,,False,3588.0
5001600000qqYOsAAM,False,,00010096,003G0000018f7mRIAQ,001G000000urN18IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment,High,"Approved open EE maybe 10 EEs. Sent copy of apps, total opt out to Trysta June 2. Kevin will collect applications Mon or Tue, June 6/7.",True,2016-08-08T21:56:44.000+0000,False,False,005G0000004e3wfIAA,2016-06-06T04:49:51.000+0000,005G0000004e3wfIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(250) 832-1088,(250) 804-8342,kevin@salmonarmfinancial.com,(250) 832-3912,,,,,,,,,,,Other,,,0.0,,0011600001lUeUiAAK,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3588.0
5001600000qqcKjAAI,False,,00010097,003G0000018f6kAIAQ,001G000000urMphIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Income Plan,Medium,June 6: John needs assistance showing this client some income figures or what he can expect in retirement.,True,2016-06-16T13:47:48.000+0000,False,False,005G0000002gy4OIAQ,2016-06-06T14:24:34.000+0000,005G0000002gy4OIAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(519)966-4400,,johnvan@breadthconsulting.com,(519)966-3400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,701G0000000ar07IAA,,,Presentation,4.0,0.0,0.0,,False,3587.0
5001600000qqfOgAAI,False,,00010098,0031600002QUdD6AAL,001G000000urMrzIAE,,,,,,Life,,Closed - Responded,End Client Question,In Person,,JFW,Medium,we had a meeting this Saturday afternoon with his client. he is doing well. we closed 4 APP of total 2200 annual premium.,True,2016-06-06T16:09:45.000+0000,False,False,00516000006lhj7AAA,2016-06-06T16:09:20.000+0000,00516000006lhj7AAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(514)931-4242,(514) 862-8899,jingbo.yu@jingboyufinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhj7AAA,,,,,,,0.0,0.0,0.0,,False,3587.0
5001600000qqmmpAAA,False,,00010099,003G0000018f6zKIAQ,001G000000urMqfIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Sihota family qualifies for HNW,Medium,"Family household Assets $490,000 which should be sufficient to get HNW pricing.  Sent the excel file to HO for an exception and told Iqbal to prepare the HNW cover sheet, sign the Eligible Assets Form, and to prepare the Switch forms (per each account) to have the funds move into HNW PS1 Fund codes",True,2016-06-06T20:38:52.000+0000,False,False,005G0000002gy7yIAA,2016-06-06T20:38:32.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(416)885-2484,(416) 885-2484,info@innovativefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0vIAA,,,,0.0,0.0,0.0,,False,3587.0
5001600000qqwTHAAY,False,,00010100,0031600002SPrXmAAL,001G000000urMphIAE,,,,,,Life,,In Progress,,In Person,,JFW-Ellery Oickle,Medium,"Meeting with Ellery and his wife Kerri.  

Showed Ellery how I complete my PSFY and fact find into one meeting.

Discussed the four corner stones with his wife and talked about next steps in completing process. 

Ellery enjoyed the meeting and  said that Kerri felt more comfortable afterwards.",False,,False,False,00516000006lhhPAAQ,2016-06-07T13:41:54.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,(226) 350-6915,ellery.oickle@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3586.0
5001600000qqy5WAAQ,False,,00010101,003G0000018f7GxIAI,001G000000urMphIAE,,,,,,Life,,In Progress,,In Person,,Mr and Mrs Derikx,Medium,Looking at placing a rated policy for estate tax purposes.  About $5k in premium.,False,,False,False,00516000006lhhOAAQ,2016-06-07T14:50:51.000+0000,00516000006lhhOAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(519)967-1180,(519) 977-3064,mderikx@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhOAAQ,,,,,,,0.0,0.0,0.0,,False,3586.0
5001600000qqyEEAAY,False,,00010102,003G0000018f7TQIAY,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"June 7th, 2016 - Underwriting Exception",Medium,"Employee #1 returning from Maternity Leave on July 4th, 2016 with a reduced work week.  The minimum number of hours to be on the plan is 24 hours, however this employee will be working 15 hours per week for 2 months, then up to 30.  We have received approval from Marianne Boyer to continue coverage for this employee on an internal basis (no amendment necessary at this time).",True,2016-06-07T14:56:57.000+0000,False,False,005G0000002gxymIAA,2016-06-07T14:56:51.000+0000,005G0000002gxymIAA,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,(613)226-1964,ext 371,anoseworthy@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001ro8hyAAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3586.0
5001600000qqz4tAAA,False,,00010103,003G0000018f7ixIAA,001G000000urN47IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dependent Life Claim,Medium,"Received cheque for Chris Burkholder's death totalling $20.007.61 for Sandra Roy Smith. 

Mailed next day ICS to Vicky Comisso.",True,2016-06-07T15:29:16.000+0000,False,False,00516000006kda0AAA,2016-06-07T15:29:09.000+0000,00516000006kda0AAA,2016-06-07T15:29:16.000+0000,00516000006kda0AAA,2018-10-05T23:37:18.000+0000,(705)267-1234,(705) 365-7077,mrb@ef.ca,,,,,,,,,,,,,,,0.0,,0011600001lUfe9AAC,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3586.0
5001600000qr99gAAA,False,,00010105,0031600002N22BqAAJ,001G000000urMrmIAE,,,,,,CI,,In Progress,,In Person,,Faduma,Medium,"Has 1000$ free and clear a month, wants to buy a house in two years. Has life coverage through primerica. Fact find is still being done.",False,,False,False,00516000006lhiDAAQ,2016-06-07T22:24:03.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,,wali.farah@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3586.0
5001600000qr9BcAAI,False,,00010106,0031600002Rdy84AAB,001G000000urMrmIAE,,,,,,Life,,In Progress,,In Person,,Mom,Medium,"Refinance the mortgage, life and consolidate all debts.",False,,False,False,00516000006lhiDAAQ,2016-06-07T22:26:38.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,(613) 583-0199,christian.richardson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3586.0
5001600000qr9CLAAY,False,,00010107,0031600002Rdy84AAB,001G000000urMrmIAE,,,,,,CI,,In Progress,,In Person,,Scott Isabelle,Medium,CI LIFE DI and investments,False,,False,False,00516000006lhiDAAQ,2016-06-07T22:27:15.000+0000,00516000006lhiDAAQ,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,,(613) 583-0199,christian.richardson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiDAAQ,,,,,,,0.0,0.0,0.0,,False,3586.0
5001600000qrQT2AAM,False,,00010108,0031600002EU26zAAD,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Dossier Peter Hopkins,Medium,"Question sur police dotation, la fiscalité, les possibilités.",True,2016-06-08T20:35:45.000+0000,False,False,00516000006ZyH2AAK,2016-06-08T20:35:45.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,"(819) 346-5224 , poste 214",,eric.smith@freedom55financial.com,(819) 346-5720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3585.0
5001600000qrQiqAAE,False,,00010109,0031600002QUdMSAA1,001G000000urMsqIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Cliente Sandra Berube,Medium,"Cirque du soleil (Cracheuse de feu) et mannequin.
 Qst sur admissibilité en ass invalidité,  vie et MG. 
Réponse obtenue le 31 mai.",True,2016-06-08T20:45:43.000+0000,False,False,00516000006ZyH2AAK,2016-06-08T20:45:43.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:45.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:45.000+0000,"(819) 346-5224 , poste 4208",(819) 674-3038,patrick.mcnamara@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3585.0
5001600000qrXXuAAM,False,,00010110,0031600002ISos0AAD,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Email,,Liste de questions diverses,Medium,Marie-Ève m'envoi une liste de questions diverses sur les 3 types d'assurance. Toutes répondues.,False,,False,False,00516000006ZyH2AAK,2016-06-09T11:43:11.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,marieeve.audet@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qrZ4zAAE,False,,00010111,0031600002G4VieAAF,001G000000urMqQIAU,,,,,,,,In Progress,,In Person,,Working Seeded clients from Book Purchase,Medium,Met with Hasan for his weekly interview and set up JFW so that I can help him uncover needs with some of the clients he recently purchase.  I will be attending a couple of appts with those clients once scheduled!,False,,False,False,00516000006lhhEAAQ,2016-06-09T13:32:26.000+0000,00516000006lhhEAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,(416) 821-3633,hasan.yabas@freedom55financial.com,(905) 682-5949,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhEAAQ,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qrZ91AAE,False,,00010112,0031600002N22yTAAR,001G000000urMqQIAU,,,,,,,,In Progress,,In Person,,Weekly review/ JFW with EBS&S Presentation,Medium,Met with Drew to do our weekly review and also spent 1 unit of field work on a Group we presented along with Corporate Indiv DI and Key man Life Insurance.  Uncovered Key man Disability opportunity and we are putting together 3 quotes.,False,,False,False,00516000006lhhEAAQ,2016-06-09T13:35:47.000+0000,00516000006lhhEAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,drew.prinsen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhEAAQ,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qrZtjAAE,False,,00010113,0030A0000029awPQAQ,001G000001GeUdTIAV,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,-June 9/16 - Exception for termination of ee back to March 2015,Medium,"HI, I see they did send your office a termination notice.  Nothing in our files. 

However, I am not willing to go back to Aug 22/14.  

This is an 8 life group. 

Why are they not reviewing their billings, after two years.  They have to take some responsibility.

There have been a couple of renewals since then.

Aren't they suppose to review rates, benefits, employees on the group.

Sorry, I am willing to go back as far as March 1/15 to the renewal.

I will decline any more requests for further credit.",True,2016-06-09T14:14:25.000+0000,False,False,005G0000002gy4FIAQ,2016-06-09T14:14:16.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)416-2020X3,,fred@bowiecanhelp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qraJMAAY,False,,00010114,0030A00000B8VPKQA3,001G000000wjmRrIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,June 9/16- Open Enrollment,Medium,Eff. June 1/16 Open Enrollment for 4 employees.,True,2016-06-22T16:23:21.000+0000,False,False,005G0000002gy4AIAQ,2016-06-09T14:32:23.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)837-7400X223,,steven.duford@sunlife.com,(613)837-7407,,,,,,,,,,,,,,0.0,,0011600001lUlxAAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qrdIgAAI,False,,00010115,003G0000018f7WeIAI,001G000000urMx1IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI,Medium,,True,2016-06-09T16:10:15.000+0000,False,False,005G0000002heHMIAY,2016-06-09T16:10:09.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780)539-5943,(780) 512-6130,tab@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qreedAAA,False,,00010116,003G000001C49yZIAR,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Waiting Period,Medium,"Received late applicant notification for a new employee. After contacting the employer/advisor an issue has come to attention relating to the waiting period. Waiting period being shown on master application as no waiting period for all new employees when it should have been a 3 month waiting period. Just realized the mistake because this is the first new employee since the plan has been in place. 

June 9, 2016

Contacted head office to see if they can back date an amendment to change the waiting period to 3 months to before the new employee was hired so that the employee will not be considered a late applicant.",False,,False,False,00516000006Uq1BAAS,2016-06-09T17:12:03.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,(306) 737-1463,rick.tiefenbach@sunlife.com,(306) 751-0724,,,,,,,,,,,,,,0.0,,001G000001K96VTIAZ,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qrgncAAA,False,,00010117,0031600002EU26zAAD,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Phone,,Question sur nouveau statut de la marijuana,Medium,Veut savoir comment compléter le formulaire de modification afin de changer le statut de tabagisme d'un de ses clients.,False,,False,False,00516000006ZyH2AAK,2016-06-09T18:43:32.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,"(819) 346-5224 , poste 214",,eric.smith@freedom55financial.com,(819) 346-5720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qrgvbAAA,False,,00010118,0031600002QUdMSAA1,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Phone,,Question sur préavis de remplacement,Medium,"Veux savoir quels sont les délais de transmission du préavis de remplacement, aux compagnies et aux clients.",False,,False,False,00516000006ZyH2AAK,2016-06-09T18:48:35.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,"(819) 346-5224 , poste 4208",(819) 674-3038,patrick.mcnamara@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qrhaoAAA,False,,00010119,003G0000018f6iIIAQ,001G000000urMsgIAE,,,,,,DI,012G00000012AYVIA2,Postponed,End Client Question,Phone,,Question sur les coûts cachés des assurances prêts,Low,,False,,False,False,00516000006ZyH2AAK,2016-06-09T19:14:50.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819)701-0903,(819) 701-0903,veronique.lessard@infovl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qrktLAAQ,False,,00010120,003G000001EExK1IAL,001G000000wjm7VIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance Request,Medium,"Cert#45
Extend Health and dental from May 24 2016 to June 21st 2016",True,2016-06-09T21:39:09.000+0000,False,False,005G0000002gxytIAA,2016-06-09T21:39:02.000+0000,005G0000002gxytIAA,2016-06-09T21:39:09.000+0000,005G0000002gxytIAA,2018-10-05T23:37:18.000+0000,(613) 760-2957,,elizabeth.hennigar@mercer.com,,,,,,,,,,,,,,,0.0,,0011600001lUgI7AAK,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3584.0
5001600000qrlzjAAA,False,,00010131,003G0000018f6V0IAI,001G000000urMseIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Annual review - Placement Pierre Bourgeois,Medium,,True,2016-06-20T22:40:55.000+0000,False,False,005G0000002gy8MIAQ,2016-06-09T23:03:02.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document;Presentation,2.0,1.0,0.0,,False,3584.0
5001600000qrm29AAA,False,,00010144,003G0000018f6u9IAA,001G000000urMtTIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Rebalancinc ROBERGE & CHARETTE,Medium,"client have portfolios that do not match there risk profile
Would like to know if it would be Worth it to be in serie N instead of L",True,2016-08-17T15:34:49.000+0000,False,False,005G0000002gy8MIAQ,2016-06-09T23:08:00.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819)410-0432,(819) 930-2165,antoine.chabot@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,3.0,0.0,0.0,,False,3584.0
5001600000qrpJsAAI,False,,00010172,003G0000018f7TKIAY,001G000000urN3IIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment approved for  december 1/16-,Medium,"This was suppose to be done when Alice as working with Marty, it didnt happen.
Head office has now approved this.  Waiting on original applications from Carol at Marty's office.

July 13/16-- looks like this will go for September 1/16,. as per Carol
December 14/16-  gave all paperwork to victoria to send to head office.. now closed",True,2016-12-14T14:36:41.000+0000,False,False,005G0000002gy4FIAQ,2016-06-10T12:37:30.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,,,,0.0,,0011600001lUf7FAAS,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3583.0
5001600000qrv20AAA,False,,00010173,0031600002ISiYGAA1,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Trusts and Estates,Medium,,True,2016-06-10T16:49:24.000+0000,False,False,005G0000002heHMIAY,2016-06-10T16:49:10.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403) 261-4690 ext. 329,,david.andrews@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3583.0
5001600000qrvYRAAY,False,,00010174,003G0000018f6XgIAI,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Contractor v. employee,Medium,,True,2016-06-10T17:13:02.000+0000,False,False,005G0000002heHMIAY,2016-06-10T17:12:56.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403)329-6220,,geoff@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3583.0
5001600000qs2N3AAI,False,,00010175,0031600002RdyLbAAJ,001G000000urMnzIAE,,,,,,,,Closed - Responded,,In Person,,Payroll account was set up incorrectly,High,"Jun 7th, found out Harvey did not receive his payment in his bank account.  Pay statement indicated money pay out.  Found out from Colin Pearcey, payroll account was set up to another advisor bank account.  On Jun 9, email from Colin, he will be sending a cheque of 392.83 and a cheque for the other 4 deposits total $3,118.24.  
Jun 10, received cheque of $392.83. 2nd cheque of $3,118.24 was received on Jun 13.  Cheques are given to Harvey on Jun 14, 2016.",True,2016-06-24T18:25:26.000+0000,False,False,00516000006lhieAAA,2016-06-10T23:06:27.000+0000,00516000006lhieAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhieAAA,,,,,,,0.0,0.0,0.0,,False,3583.0
5001600000qs4LTAAY,False,,00010176,0031600002ISj8dAAD,001G000000urMrzIAE,,,,,,Life,,In Progress,,In Person,,JFW,Medium,We had a great meeting with her existing client. Dr Yang. We did a 500k T10 this afternoon. We will touch base with the client again in the near future for a CI case.,False,,False,False,00516000006lhj7AAA,2016-06-11T04:13:43.000+0000,00516000006lhj7AAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(514)993-5460,(514) 993-5460,weiwei@twlfinancialplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhj7AAA,,,,,,,0.0,0.0,0.0,,False,3583.0
5001600000qsLKaAAM,False,,00010177,003G0000018f7ByIAI,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Phone,,Question sur les taux qui seront en vigueur en 2017,Low,Pour client comptable qui a une police temporaire venant à échéance,False,,False,False,00516000006ZyH2AAK,2016-06-13T15:33:14.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819) 375-4974 ext 335,(819) 383-4501,jean.cossette@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3580.0
5001600000qsmpmAAA,False,,00010178,0031600002C5lQOAAZ,001G000001ZCBCkIAP,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Late Applicant - Request for One Time exception for one person open enrolment,Medium,"Successfully completed.

June 14 - Received late app notification from C Clemons for Westwood. Notified PA who would like us to current date enrolment. No others were missed. Sent request for consideration for C Clemons today.",True,2016-09-26T20:19:00.000+0000,False,False,005G0000002gyDHIAY,2016-06-14T20:43:27.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(604) 808-1403,,westcoastbiz@shaw.ca,,,,,,,,,,,,,,,0.0,,001G000001ZCBCkIAP,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3579.0
5001600000qsn1xAAA,False,,00010179,003G000001zSLISIA4,001G000001bwYQ8IAM,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Special Support,Medium,"June 13 - had voicemail from advisor with concerns that his client was having to complete forms for Special Support and didn't understand why they had to do this or that it was a mistake and they do not need to complete.  Left clients number to call and help

June 13 - called the client and left a voicemail",False,,False,False,00516000006l6nrAAA,2016-06-14T20:52:45.000+0000,00516000006l6nrAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306) 249-3481,,benoit@yourlink.ca,,,,,,,,,,,,,,,0.0,,001G000001bwYQ8IAM,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3579.0
5001600000qsp8RAAQ,False,,00010180,003G0000020tUfvIAE,001G000000urMtTIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,ROGER LUCIE,Medium,Advisor was to have a meeting with the client wich she cancelled last minute - she decided to give her current broker a second chance - IC Syvain asked me to have a look as the advisor wants to give her something since he thincks th efile is not dead.,True,2016-06-14T22:57:55.000+0000,False,False,005G0000002gy8MIAQ,2016-06-14T22:57:36.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(877)494-4315,,jonathan.gagnon@freedom55financial.com,,,,,,,,,,,Desjardins Private,Other,,,0.0,,,0.0,False,Desjardins Private,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,,1.0,0.0,0.0,,False,3579.0
5001600000qsp8WAAQ,False,,00010181,003G0000018f7UmIAI,0011600001lUkVdAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Change in Coverage ID#15,Medium,"June 8, 2016, Changed coverage for ID#15 from Family to Single retro to June 8/15 as he has no dependents. Resulted in credit of 2,461.92 for the client.",True,2016-06-14T22:57:56.000+0000,False,False,005G0000002gxytIAA,2016-06-14T22:57:51.000+0000,005G0000002gxytIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)563-1281,ext 31,jburns@david-burns.com,(613)563-0443,,,,,,,,,,,,,,0.0,,0011600001lUkUwAAK,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3579.0
5001600000qtFGOAA2,False,,00010182,003G0000018f7z5IAA,001G000000urN78IAE,,,,,,,,Closed - Responded,Service Request,Phone,,Comp Statement Inquiry,Low,Advisor called inquiring about debit reduction on compensation statement on investment bonus,True,2016-06-16T15:48:51.000+0000,False,False,005160000070v9TAAQ,2016-06-16T15:46:38.000+0000,005160000070v9TAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,(204) 782-7930,russ@broadwayfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000070v9TAAQ,,,,,,,0.0,0.0,0.0,,False,3577.0
5001600000rQpDqAAK,False,,00010183,003G0000018f6XfIAI,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax planning,Medium,,True,2016-06-16T16:21:06.000+0000,False,False,005G0000002heHMIAY,2016-06-16T16:16:49.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403)329-6220,,brad@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3577.0
5001600000rQv09AAC,False,,00010184,003G000001veQiCIAU,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Phone,,Question sur Suprime différente sur Permanent/Temporaire,Medium,,False,,False,False,00516000006ZyH2AAK,2016-06-16T19:59:13.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819)375-4974,,jean-philippe.boulay@canadavie.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3577.0
5001600000rR3D6AAK,False,,00010197,0031600002N206nAAB,001G000000urMr2IAE,,,,,,Life,,In Progress,,In Person,,Conversion of Term to Permanent Life Insurance,Medium,Review Margaret's clients case with Barry.,False,,False,False,00516000006lhi2AAA,2016-06-17T13:59:26.000+0000,00516000006lhi2AAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(416) 789-4527 X447,,barrington.riley@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi2AAA,,,,,,,0.0,0.0,0.0,,False,3576.0
5001600000rR7QsAAK,False,,00010198,0031600002LjfUwAAJ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Printing Lipper Fund reports not working from Wealth Centre,Medium,"Called Home Office and our gateway to Lipper is the issue.  Lipper is having systems problems today and we can't get into their reporting system.

Work-a-round is to print the 1 page fund report from MS Direct Reporting",True,2016-06-17T16:47:46.000+0000,False,False,005G0000002gy7yIAA,2016-06-17T16:47:41.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 x485,,marcos.amaral@freedom55financial.com,(416) 366-7489,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3576.0
5001600000rR8Q1AAK,False,,00010199,003G0000018f7R0IAI,001G000000urNAJIA2,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Binette Jean - Annual Review,Medium,"Clients are concerned with the current environment
Annual review document is needed to show comitment
Rebalancing is needed sinc eportfolio and economy have evolved",True,2016-08-17T15:28:16.000+0000,False,False,005G0000002gy8MIAQ,2016-06-17T17:29:41.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819) 758-6232,(819) 357-6305,claudebeliveau@beliveauass.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,5.0,0.0,0.0,,False,3576.0
5001600000rR92FAAS,False,,00010200,003G000001F3cJ1IAJ,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Open Enrollment effective July 1, 2016",Medium,"May 27 - late applicant notice for 3 EE's received from HO
May 27 - requested HO for copy of 3 apps 
May 31 - Open enrollment request sent to HO
June 9 - Approved by HO
Closed.",True,2016-06-17T18:00:16.000+0000,False,False,005G0000003WjzjIAC,2016-06-17T17:59:58.000+0000,005G0000003WjzjIAC,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(778) 590-1441,(604) 761-0914,parssandhu@aol.com,(778) 590-1442,,,,,,,,,,,,,,0.0,,001G0000014HVTlIAO,0.0,False,,,,,,005G0000003WjzjIAC,,,,,,,0.0,0.0,0.0,,False,3576.0
5001600000rRCYxAAO,False,,00010201,003G0000018f6dDIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,June 17/16- Severance Request,Medium,"Cert #xx CD
Extend Life, Health, Dental and Contact from April 11 2016 to June 8 2016
.",True,2016-06-22T16:23:52.000+0000,False,False,005G0000002gy4AIAQ,2016-06-17T20:22:45.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)523-7940,(613) 447-8317,ron@rwingfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTMAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3576.0
5001600000rRDEAAA4,False,,00010202,003G000001IkVHcIAN,001G000000urN1mIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Exception Made to Waive Late App Status - 7 months after eff date. Age 69 EE.,Medium,"Jul 25th - Application processed. One-Time exception noted at Head Office.

Jun 7, 2016 - Sent advisor letter for signing to waive late app status. Approval from HO saved to client file to send in with the app. Need letter and original app sent to my attention. for JC.",True,2016-07-25T18:32:42.000+0000,False,False,005G0000002gyDHIAY,2016-06-17T20:54:14.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(604) 961-3697,,dfortuna@tagf.com,,,,,,,,,,,,,,,0.0,,0011600001lUjO5AAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3576.0
5001600000rRVhFAAW,False,,00010203,003G0000018f7TxIAI,001G000000urN30IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Prior Authorization approval,Medium,"Canadian Auto Parts - ID#2
Rec'd prior authorization approval for LUCENTIS, eff Feb 23, 2016.",True,2016-06-20T14:49:16.000+0000,False,False,005G0000002gxytIAA,2016-06-20T14:45:21.000+0000,005G0000002gxytIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)667-3667X1,(613) 724-9445,tconte@cfservices.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgK7AAK,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3573.0
5001600000rRbNcAAK,False,,00010204,003G0000018f6oXIAQ,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Life insurance beneficiary options,Medium,,True,2016-06-20T18:07:49.000+0000,False,False,005G0000002heHMIAY,2016-06-20T18:07:40.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403)410-6810,,allison@familywealthcoach.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3573.0
5001600000rSCASAA4,False,,00010207,003G000001B4o7GIAR,001G000000vlmroIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia Request,Medium,"We had a ""MTIC"" benefit declined sow e are trying to get this approved to conserve this case

Approved and Paid",True,2016-08-19T17:35:51.000+0000,False,False,005G0000002gyDvIAI,2016-06-22T17:56:38.000+0000,005G0000002gyDvIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250) 563-6777,,mattc@wcfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000001kmkUGIAY,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,3571.0
5001600000rSO9nAAG,False,,00010208,003G0000018f7kIIAQ,001G000000urMzmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Group Cancelling due to 1 life,Medium,"Group is scheduled to terminate July 1 due to low participation (1 life). 
Advisors office was notified back in April, and had been sent a couple emails over time wanting to know if they would be adding new ee's or not. 
Now in June the advisors office wanting to know if we can only add 1 employee to keep inforce, I advised them that the policy is 3 lives, they have requested to extend the coverage so the owner can find other insurance, h/o has advised  that the termination will stand. The owner called June 23 upset as he has been a long time client and the group has renewed for many many years with only 2 people. he feels he should be able to just add 1 employee, doesn't think GWL is doing their job correctly. 
I advised him that I would go back  and try to see what I could do, I sent an email off to the FA to ask for an exception based on the fact that this group has been renewing with 2 lives for some time.
June 27 - the f/a has requested further clarification as to the situation. Why only 1 employee? Is the company still viable? Does he have more than 1 to add? Expressed that we are willing to work with him but he can't just add 1 employee and have the plan continue. The owner advised that he only has the 1 son to add who is working at the most the min # of hrs (20). No others to add - no need for employees as this is a real estate holding company. Sent email back to Marianne B.
June 28 - h/o stands by decision to terminate July 1. Let advisors office know and called client.",True,2016-06-28T17:21:54.000+0000,False,False,005G0000002gyAKIAY,2016-06-23T14:05:14.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902) 434-9088,,don@tfi.cc,(902) 434-9999,,,,,,,,,,,,,,0.0,,0011600001lUhXUAA0,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3570.0
5001600000rSVZQAA4,False,,00010209,003G0000018f6r0IAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,SSl and CAT 1-pager concept,Medium,Nicholas is looking for CAT and SSL high-level concept material condensed to 1-2 pages for emails and presentations. Working with Doug to find existing and develop new materials.,False,,False,False,005160000077LkNAAU,2016-06-23T18:46:51.000+0000,005160000077LkNAAU,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,780-428-8585,,nicholas.khaw@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077LkNAAU,,,70116000000oiWcAAI,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,3570.0
5001600000rSXR9AAO,False,,00010210,003G0000018f6ZZIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,,True,2016-06-23T19:52:13.000+0000,False,False,005G0000002heHMIAY,2016-06-23T19:52:06.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3570.0
5001600000rSXsHAAW,False,,00010211,003G000001C4KrFIAV,001G000000wjm7VIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia ID#3,Medium,"Client assumed that hosp cvg for semi-private was 100% when in fact it was 80%. Given the misunderstanding, processed an ex-gratia claim in amt of $120 to reimburse client for out of pocket costs incurred due to husband's hospitalization.  Going forward, amendment has been processed to incr hosp cvg to 100%,.",True,2016-06-23T20:09:24.000+0000,False,False,005G0000002gxytIAA,2016-06-23T20:09:19.000+0000,005G0000002gxytIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 760-2969,,taryn.haischrek@mercer.com,,,,,,,,,,,,,,,0.0,,001G000000whF3vIAE,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3570.0
5001600000rShllAAC,False,,00010225,003G0000018f6WjIAI,0015o000008CyvpAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,CI Claim - ID#1,Medium,Jun 24/16 - rec'd call from advisor requesting CI claim formo as ID#1 had heart attack.  Forwarded forms to advisor's office and confirmed that we require both claimant's statement and physician's statement completed and returned.,False,,False,False,005G0000002gxytIAA,2016-06-24T15:16:30.000+0000,005G0000002gxytIAA,2024-03-11T14:07:36.000+0000,0055o0000019VX9AAM,2024-03-11T14:07:37.000+0000,(613)258-1997,,geoff@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,001G0000014GTRkIAO,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3569.0
5001600000rSjpfAAC,False,,00010226,0031600002RB1CbAAL,001G000000urMr2IAE,,,,,,,,In Progress,,In Person,,Barbera Jones,Medium,"June 23, 2016 - Met with potential client for Jamie named Barbera Jones. Friend of his family. Has $15k LIRA and $107k pension. Jamie did intro, fact find, and budget. Client is rated as Conservative. Client willing to transfer pension (currently with Sun Life in Balanced fund). Also quoted for life insurance. Will meet again late July/early August.",False,,False,False,00516000006lhi1AAA,2016-06-24T16:36:38.000+0000,00516000006lhi1AAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,jamie.gavinho@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi1AAA,,,,,,,0.0,0.0,0.0,,False,3569.0
5001600000rSmGkAAK,False,,00010227,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#219417 - June 24th, 2016 - Ex-Gratia Request - Claims Beyond 15 Months",Medium,Katy emailed me and requested an ex-gratia to pay $240 in Physio claims beyond the 15 month time frame - Id#42,True,2016-06-24T18:21:29.000+0000,False,False,005G0000002gxymIAA,2016-06-24T18:21:19.000+0000,005G0000002gxymIAA,2017-01-10T03:22:45.000+0000,005G0000002gxymIAA,2018-10-05T23:37:18.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUcM0AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3569.0
5001600000rT3KwAAK,False,,00010228,0031600002QGBFWAA5,001G000000urMrjIAE,,,,,,Life,,Closed - Responded,,In Person,,Rick and Moira Jackson,High,Wealthy retirees who have over $700K in non registered on top of RRIFs and sizable pensions.  Large life case opportunity.  Ran numbers on 50K/yr and it barely impacts cash flow.,True,2017-04-04T01:13:29.000+0000,False,False,00516000006nRQAAA2,2016-06-26T21:23:57.000+0000,00516000006nRQAAA2,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,sarah.decker2@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQAAA2,,,,,,,0.0,0.0,0.0,,False,3567.0
5001600000rT3MnAAK,False,,00010229,0031600002QGBFWAA5,001G000000urMrjIAE,,,,,,DI,,In Progress,,In Person,,Julia Kellam,Medium,"Young athletic therapist with no DI, CI or Life coverage.  Father was a dentist who spent most of the last 20 years off on disability.",False,,False,False,00516000006nRQAAA2,2016-06-26T21:26:40.000+0000,00516000006nRQAAA2,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,sarah.decker2@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQAAA2,,,,,,,0.0,0.0,0.0,,False,3567.0
5001600000rT6v3AAC,False,,00010230,0030A0000029atMQAQ,001G000000wjNrCIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"One-time exception.  ee allowed to opt back in, no late app",Medium,"June 27/16- head office approved an  employee who opted out of coverage, and when I did the employee meeting she realized that she could have had duo coverage with her spouse.  Head office made the exception not to qualify her as a late applicant.
One time exception",True,2016-06-27T12:51:46.000+0000,False,False,005G0000002gy4FIAQ,2016-06-27T12:51:38.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)591-7639,,judy.mulder@ig.ca,(613)591-8943,,,,,,,,,,,,,,0.0,,0011600001lUf8UAAS,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3566.0
5001600000rTERIAA4,False,,00010232,003G0000018f6wTIAQ,001G000000urMsXIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,existing client - name unknown,Medium,"Hi Emile,

I have a long standing client who currently has about $150k with me in London seg funds.
Following a recent meeting, he wishes to consolidate his account with RBC Dominion to Q trade.
His account consists of 6 individual stocks totalling approx $80k
As he is 73, over time he may likely consider the benefits of a conversion to funds or an annuity.
I would like to schedule a short meeting in the coming week to review the details.
Let me know your schedule.
Regards,",False,,False,False,005160000068bqBAAQ,2016-06-27T17:17:01.000+0000,005160000068bqBAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(514)743-7013,(514) 743-7013,alan.david@insure-invest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,Quotation,1.0,0.0,0.0,,False,3566.0
5001600000rTLEKAA4,False,,00010234,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Add late applicant without restrictions and waive waiting period,Medium,"June 27, 2016 Re'cd HO application to add Cert #13 to plan with waiving of waiting period, retroactive 7 months to Dec 28, 2015 without any late applicant restrictions.",True,2016-06-27T21:21:45.000+0000,False,False,005G0000002gxytIAA,2016-06-27T21:21:32.000+0000,005G0000002gxytIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlMRAA0,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,3566.0
5001600000rTQf4AAG,False,,00010235,003G0000018f7kdIAA,001G000000urMzAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Grand daughter as legal depenant,Medium,"EE has legal custody of grand daughter.  Wants her on the plan as a dependant.  Paperwork sent to Inforce

June 27 - Email rec'd from Inforce to say child has been added as dependant.  Email sent to Suzanne Smellie to advise.",True,2016-06-28T11:52:06.000+0000,False,False,005G0000002gy7UIAQ,2016-06-28T11:51:54.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902) 538-9097,,kirk@copperstonefinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjsxAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3565.0
5001600000rTTwIAAW,False,,00010236,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#299394 - June 27th, 2016 - BPO Exception",Medium,Plan Member (Id#10) sent MRP receipts but no claim form to the claims office.  Angela Roman approved processing the claim with scanned copies of receipts and MRP claim form in the total amount of $241.00. Mg.,True,2016-06-28T14:45:51.000+0000,False,False,005G0000002gxymIAA,2016-06-28T14:45:42.000+0000,005G0000002gxymIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001ushR3AAI,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3565.0
5001600000rTUXOAA4,False,,00010237,003G0000018f7OtIAI,001G000000urN9oIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,raymond rouillard invalidité. retour au travail 23 mai 2016,Medium,,True,2016-06-28T15:06:54.000+0000,False,False,005G0000002gxzsIAA,2016-06-28T15:06:41.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819)583-7018,,gestionvie@assurancesmproteau.ca,,,,,,,,,,,,,,,0.0,,0011600001lUggjAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3565.0
5001600000rTVkdAAG,False,,00010238,0031600002QVPLvAAP,0011600001lUhUqAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,"Open Enrolment Eff Jul 1, 2016",Medium,"Sent Open Enrolment paperwork and 3 original apps to Head Office Jun 28, 2016 for processing.",True,2016-06-28T15:53:20.000+0000,False,False,005G0000002gyDHIAY,2016-06-28T15:53:09.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(604) 588-2337 X100,(604) 817-2078,lisa@centralcitybrewing.com,,,,,,,,,,,,,,,0.0,,0011600001lUhUqAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3565.0
5001600000rTkz1AAC,False,,00010239,0031600002RvZRDAA3,001G000000urMuwIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Open Enrollment Amendment Discussion,High,"Oct 21/16 - still no response from client.

Michelle at OMG is still trying to get the client to decide on if they want to offer an O/E.",True,2016-10-31T13:54:48.000+0000,False,False,005G0000002gy7UIAQ,2016-06-29T12:08:21.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902) 429-6400 ext 202,,michelle.oakley@omg.ca,(902) 429-5444,,,,,,,,,,,,,,0.0,,0011600001lUhWjAAK,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3564.0
5001600000rTp3SAAS,False,,00010240,0031600002G6khTAAR,001G000000urMr2IAE,,,,,,Segregated Fund,,In Progress,,In Person,,RRSP Transfer,Medium,JOW with Ken to help him to transfer his client's RRSP,False,,False,False,00516000006lhi0AAA,2016-06-29T15:08:54.000+0000,00516000006lhi0AAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(416) 789-4527 x409,,shuquan.guo@freedom55financial.com,(416) 789-0236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi0AAA,,,,,,,0.0,0.0,0.0,,False,3564.0
5001600000rTzDVAA0,False,,00010241,003G0000018f6vsIAA,001G000000urMoWIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Clive Williams CI In-Force,Medium,Obtained in force policy details from Kim McNabb and forwarded to Jim.,True,2016-06-29T22:36:00.000+0000,False,False,005160000077LkNAAU,2016-06-29T22:35:51.000+0000,005160000077LkNAAU,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780) 463-6128,,jkostiuk@capitalestateplanning.com,(780) 413-4413,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077LkNAAU,,,,,,,0.0,0.0,0.0,,False,3564.0
5001600000rUDkcAAG,False,,00010242,003G0000018f6qoIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2016-06-30T19:40:09.000+0000,False,False,005G0000002heHMIAY,2016-06-30T19:40:01.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780)909-3993,(780) 909-3993,marlene.simmons@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3563.0
5001600000rUtLtAAK,False,,00010279,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Lawyer referral,Medium,,True,2016-07-04T17:06:11.000+0000,False,False,005G0000002heHMIAY,2016-07-04T17:05:55.000+0000,005G0000002heHMIAY,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3559.0
5001600000rUtMSAA0,False,,00010280,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Joint partner trust,Medium,,True,2016-07-04T17:07:11.000+0000,False,False,005G0000002heHMIAY,2016-07-04T17:07:04.000+0000,005G0000002heHMIAY,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3559.0
5001600000rUty7AAC,False,,00010281,003G0000018f6qmIAA,001G000000urMoXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI,Medium,Spoke to accountant,True,2016-07-04T18:35:56.000+0000,False,False,005G0000002heHMIAY,2016-07-04T18:35:51.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(587)525-6089,(587) 708-1406,hhenschel@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3559.0
5001600000rUuEjAAK,False,,00010282,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,LI and trust,Medium,,True,2016-07-04T19:18:04.000+0000,False,False,005G0000002heHMIAY,2016-07-04T19:17:56.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3559.0
5001600000rUuqIAAS,False,,00010284,003G0000018f77aIAA,0015o000008CytMAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,LECLERC Robert,Medium,"Client is with Alain Hallé who is on disability leave, we need to redo portfolio as the client currently has over 400K in money market
Series 2 proposal",True,2016-08-17T15:35:26.000+0000,False,False,005G0000002gy8MIAQ,2016-07-04T20:17:06.000+0000,005G0000002gy8MIAQ,2024-08-08T18:30:55.000+0000,0055o0000019VX9AAM,2024-08-08T18:30:55.000+0000,(418)573-2323,(418) 573-2323,benoitlangevin@conseil-action.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,2.0,0.0,0.0,,False,3559.0
5001600000rUuuAAAS,False,,00010285,003G0000018f72tIAA,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Lefrancois Andre,Medium,Advisor wants to better serve her client - fee reduction if possible while still maintaining her compensation -,True,2016-08-17T15:36:55.000+0000,False,False,005G0000002gy8MIAQ,2016-07-04T20:23:40.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(581)991-1717X106,(418) 655-8059,michelle.perreault@tandemfinance.ca,(418)476-0233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,5.0,0.0,0.0,,False,3559.0
5001600000s2amIAAQ,False,,00010287,0031600002T2Nz9AAF,001G000000urMrJIAU,,,,,,Mutual Fund,,In Progress,,In Person,,Victoria,Medium,TFSA,False,,False,False,00516000006lhhpAAA,2016-07-05T14:07:05.000+0000,00516000006lhhpAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhpAAA,,,,,,,0.0,0.0,0.0,,False,3558.0
5001600000s2bOAAAY,False,,00010288,0031600002ISXVCAA5,001G000000urMqVIAU,,,,,,,,In Progress,,In Person,,Business Owners (*contracts),Medium,"Group, Keyman, and retained earnings opportunity.",False,,False,False,00516000006nRRLAA2,2016-07-05T14:32:02.000+0000,00516000006nRRLAA2,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(416) 366-2971,,stephen.boeckh@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3558.0
5001600000s2bPcAAI,False,,00010289,0031600002ISXVCAA5,001G000000urMqVIAU,,,,,,,,In Progress,,In Person,,Medium Case Life,Medium,"GWL submitted on June 30th, Meds for July6th",False,,False,False,00516000006nRRLAA2,2016-07-05T14:33:03.000+0000,00516000006nRRLAA2,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(416) 366-2971,,stephen.boeckh@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3558.0
5001600000s2bRJAAY,False,,00010290,0031600002ISXVCAA5,001G000000urMqVIAU,,,,,,Life,,In Progress,,In Person,,Caymans Opportunity (UNknown Family Name),High,Discuss with Chuck,False,,False,False,00516000006nRRLAA2,2016-07-05T14:33:59.000+0000,00516000006nRRLAA2,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(416) 366-2971,,stephen.boeckh@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3558.0
5001600000s2iKlAAI,False,,00010291,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Declined accidental dental claim,High,"July 5, 2016 - phoned and emailed GCCS supervisor to review history and discuss.
July 18, 2016 - ex-gratia request sent to M&DS
July 19, 2016 - M&DS confirmed they are seeking info on claims from BPO
July 22, 2016 - Confirmed claim amount with Angela Roman and request for 100% of dental work to be paid ex-gratia.
July 29, 2016 - M&DS confirmed will support ex-gratia payment provided receipts for completed dental work are received. Only pre-authorization request is on file.",True,2016-09-26T19:13:28.000+0000,False,False,005G0000002gyDvIAI,2016-07-05T18:29:37.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,001G000000yYpBEIA0,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,3558.0
5001600000s2uKhAAI,False,,00010292,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"July 6th, 2016 - Head Office Exception beyond 4 month rule",Medium,"Brenda Fish emailed me with salary corrections to both Id# 3 and Id#1 back to March 1st, 2016.  The PA entered a Bi-weekly salary in error, as it should have been annual.  Approved by Brenda McCormick. Mg.",True,2016-07-06T13:48:17.000+0000,False,False,005G0000002gxymIAA,2016-07-06T13:48:09.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001utkjpAAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3557.0
5001600000s2um7AAA,False,,00010293,0031600002SyyXNAAZ,001G000000urMphIAE,,,,,,,,In Progress,,In Person,,Gabe JOW with David Wagner,Medium,"Update on David, he’s having a really tough time with family, nobody will meet him. He’s discouraged because they were all very encouraging of him to get in the business and now nobody will meet with him, even to practice presenting. He has however had luck booking appointments with people from networking events and he’s going to 2 more this weekend so hopefully we can help him stay on track with list building from cold sources to keep his activity high.

We discussed ideal client again, something he didn’t recall us talking about (I may not have used that term) and I mentioned the group approach for daytime lead generation as well as consistent community involvement.

Hope this is helpful info.",False,,False,False,00516000006lhhPAAQ,2016-07-06T14:05:07.000+0000,00516000006lhhPAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(519) 967-1180 x4329,,david.wagner@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhPAAQ,,,,,,,0.0,0.0,0.0,,False,3557.0
5001600000s32M9AAI,False,,00010294,003G000001EGDciIAH,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Service Request,Medium,,False,,False,False,00516000006l6nrAAA,2016-07-06T18:53:25.000+0000,00516000006l6nrAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306) 359-2006,(306) 551-2888,leslie@laubefinancial.ca,(306) 359-3034,,,,,,,,,,,,,,0.0,,001G000000zgbhcIAA,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3557.0
5001600000s3ALdAAM,False,,00010295,003G000001hVjtDIAS,001G000000urMr2IAE,,,,,,Life,,In Progress,,In Person,,"Case consulting for create strategies for 25,000 yearly premium",Medium,"Terence's client just won $400,000 in poker and he is going to meet with Terence.  Terence came to ask for strategies and breaking point for the opportunity selling  $25,000/year premium.",False,,False,False,00516000006lhi0AAA,2016-07-07T05:08:55.000+0000,00516000006lhi0AAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(416)789-4527X295,,terence.lai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhi0AAA,,,,,,,0.0,0.0,0.0,,False,3556.0
5001600000s3CJuAAM,False,,00010296,003G000001bfYIfIAM,001G000000urMp4IAE,,,,,,Life,,More Information Required,,In Person,,Gilbertson policy,High,Follow up on apr and outstanding requirements to ensure to many limited contact,False,,False,False,00516000006nRPrAAM,2016-07-07T13:06:59.000+0000,00516000006nRPrAAM,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(705) 675-8341 x4225,,russell.marin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPrAAM,,,,,,,0.0,0.0,0.0,,False,3556.0
5001600000s3Cb0AAE,False,,00010297,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"July 7th, 2016 - Head Office Exception - Salary and Disability Claim",Medium,"Employee #20 had an income change on April 1st, 2016 which was missed being reported to GWL.  Now there is an STD claim and we have requested approval to retroactively increase the salary back to April 1st. - Approved by Theresa Tanner (Assistant Manager Selectpac UW/Admin.",True,2016-07-07T13:23:47.000+0000,False,False,005G0000002gxymIAA,2016-07-07T13:23:40.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNWAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3556.0
5001600000s3CvtAAE,False,,00010298,003G0000018f7k6IAA,001G000000urMzRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Direct deposit,Medium,Donna called asking how Hillside can get set up for direct deposit for their patient electronic claims.  Email has been sent to Chris Schilke to find out the proceedure,True,2016-09-16T14:16:04.000+0000,False,False,005G0000002gy7UIAQ,2016-07-07T13:42:14.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)446-3900,(902) 222-1346,sharon@lifequestfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjsMAAS,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3556.0
5001600000s3D7fAAE,False,,00010299,003G000001D3Rg9IAF,001G000000urMrTIAU,,,,,,Segregated Fund,,Closed - Responded,,In Person,,John & Dianne Voster's,Medium,"Estate planning case to protect family assets.
Grandchildren policies",True,2016-09-01T13:22:17.000+0000,False,False,00516000006lhhXAAQ,2016-07-07T13:50:58.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)442-2155,(416) 818-0791,peter.killam@onpointwealth.ca,,,,,,,,,,,RBC,RBC,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3556.0
5001600000s3D9MAAU,False,,00010300,003G000001lFa6qIAC,001G000000urMrTIAU,,,,,,Segregated Fund,,More Information Required,,In Person,,Doug Bradley,High,RIS transfer $900k,False,,False,False,00516000006lhhXAAQ,2016-07-07T13:52:12.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)441-4249,1 905 441 4249,cory.code@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3556.0
5001600000s3JVjAAM,False,,00010301,003G0000018f6pVIAQ,0015o000008CytHAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,DAIGLE SYLVAIN (WM),Medium,Rebalancing of HNW portolio before legislation changes,True,2016-11-14T17:23:42.000+0000,False,False,005G0000002gy8MIAQ,2016-07-07T17:48:03.000+0000,005G0000002gy8MIAQ,2024-08-08T19:07:08.000+0000,0055o0000019VX9AAM,2024-08-08T19:07:09.000+0000,(418)564-7169,(418) 564-7169,bernard.morin@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,2.0,0.0,0.0,,False,3556.0
5001600000s3K5XAAU,False,,00010302,003G0000018f6pVIAQ,0015o000008CytHAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,GESTION LOUCLE (WM),Medium,Rebalance portfolio to take into account new legislation,True,2016-09-28T17:51:33.000+0000,False,False,005G0000002gy8MIAQ,2016-07-07T18:12:37.000+0000,005G0000002gy8MIAQ,2024-08-08T19:07:08.000+0000,0055o0000019VX9AAM,2024-08-08T19:07:09.000+0000,(418)564-7169,(418) 564-7169,bernard.morin@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,2.0,0.0,0.0,,False,3556.0
5001600000s3KDHAA2,False,,00010303,003G0000018f6pVIAQ,0015o000008CytHAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,QUIRION & DUMONT (WM),Medium,Rebalance portfolio which has not done in the last 3 years...,True,2016-08-17T17:54:06.000+0000,False,False,005G0000002gy8MIAQ,2016-07-07T18:17:06.000+0000,005G0000002gy8MIAQ,2024-08-08T19:07:08.000+0000,0055o0000019VX9AAM,2024-08-08T19:07:09.000+0000,(418)564-7169,(418) 564-7169,bernard.morin@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,2.0,0.0,0.0,,False,3556.0
5001600000s3YnAAAU,False,,00010376,003G0000018f7TkIAI,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"July 8th, 2016 - HO Exception to Waive Waiting Period New EE",Medium,"PA sent in employee application for Id#7 - date of Hire May 23rd, 2016.  Meant to waive the waiting period, but forgot to include the letter with the app.  Head Office approved the waiving back to May 23rd, 2016 - Approved Maggie Pichette. Mg.",True,2016-07-08T16:05:53.000+0000,False,False,005G0000002gxymIAA,2016-07-08T16:05:35.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)226-1964,(613) 762-7873,bricher@capcorp.ca,,,,,,,,,,,,,,,0.0,,001G000001EW4nVIAT,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3555.0
5001600000s3bbSAAQ,False,,00010377,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"July 7th, 2016 - Head Office Exception beyond 4 month rule",Medium,"Id #144 - salary set up as $72,458 biweekly in error, should have been annual.  Corrected back February 1st, 2016.",True,2016-07-08T18:07:50.000+0000,False,False,005G0000002gxymIAA,2016-07-08T18:07:42.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNAAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3555.0
5001600000s46uvAAA,False,,00010378,003G0000018f7mpIAA,001G000000urN0mIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-gratia request for 2 RCC claims,Medium,"Ex-gratia sent to M&DS July 11, 2016 - $220
Ex-gratia approved July 14, 2016. Please see file for copy of letter sent to plan member.  Informed advisor of the decision July 14/16.",True,2016-08-08T22:06:12.000+0000,False,False,005G0000004e3wfIAA,2016-07-11T17:21:41.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(778) 477-4441 x102,(778) 477-8155,greg@carterfinancial.ca,(778) 477-3825,,,,,,,,,,,Other,,,0.0,,0011600001lUlWfAAK,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3552.0
5001600000s47HLAAY,False,,00010379,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"July 11th, 2016 - Head Office Exception - Beyond 4 month rule",Medium,"Id#7 had salary inputted as $31,200 semi monthly and it should have been $31,200 annually.  We obtained approval to go back to October 2015 to correct the salary for this plan member. - Approved by Val MacKay. Mg.",True,2016-07-11T17:35:24.000+0000,False,False,005G0000002gxymIAA,2016-07-11T17:35:19.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001o6sSvAAI,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3552.0
5001600000s48TxAAI,False,,00010380,0031600002Sz5RGAAZ,001G000000urMsLIAU,,,,,,Life,,In Progress,,In Person,,Client X,Medium,,False,,False,False,00516000006nRQ6AAM,2016-07-11T18:18:07.000+0000,00516000006nRQ6AAM,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(450) 928-1321 x4275,(438) 380-1699,pierryves.dubois@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ6AAM,,,,,,,0.0,0.0,0.0,,False,3552.0
5001600000s4B4kAAE,False,,00010381,003G000001lFa6qIAC,001G000000urMrTIAU,,,,,,Segregated Fund,,In Progress,,Phone,,RRIF,Medium,George Harris,False,,False,False,00516000006lhhXAAQ,2016-07-11T19:42:52.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)441-4249,1 905 441 4249,cory.code@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3552.0
5001600000s4C5tAAE,False,,00010382,0031600002QUdD6AAL,001G000000urMrzIAE,,,,,,,,In Progress,,In Person,,recommendation meting in a week,Medium,"good case. 400k par + 400k term.
he is going to meet the client for recommendation or closing in next week.
I will help him to prepare the case before he meet the client again.",False,,False,False,00516000006lhj7AAA,2016-07-11T20:21:06.000+0000,00516000006lhj7AAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(514)931-4242,(514) 862-8899,jingbo.yu@jingboyufinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhj7AAA,,,,,,,0.0,0.0,0.0,,False,3552.0
5001600000s4COMAA2,False,,00010383,003G000001hXBVZIA4,001G000000urMrzIAE,,,,,,Life,,In Progress,,In Person,,Conversion,Medium,she is officially back from her sick leave. we had a conversation case from a term to par. looking at $300 a month.,False,,False,False,00516000006lhj7AAA,2016-07-11T20:33:28.000+0000,00516000006lhj7AAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(514)931-4242,(514) 952-6999,jia.tang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhj7AAA,,,,,,,0.0,0.0,0.0,,False,3552.0
5001600000s4FiqAAE,False,,00010384,003G0000018f7lpIAA,001G000000usXl0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Life Claim,Medium,"One EE passed away recently.  There was change of beneficiary 12 days prior to death. HO requires Attending Physician statement that deceased EE was of sound mind in time of changing beneficiary.  Please refer to client file.

July 18/16 -  Talked to Plan Administrator and she's aware of this requirement.  Spouse is getting a Physician's Statement on July 20/16.  Keep the file until we have that statement.

July 25/16 - Spouse confirmed Physician is not able to write sound mind letter.  Will proceed with life claim.",True,2016-08-08T22:05:33.000+0000,False,False,005G0000004e3wfIAA,2016-07-12T00:08:28.000+0000,005G0000004e3wfIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250)717-8768,(250) 575-1390,tod@wtafinancial.com,,,,,,,,,,,,Other,,,0.0,,001G000001kmkYyIAI,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3552.0
5001600000s4JRFAA2,False,,00010385,003G000001F46mlIAB,001G000000wjfpbIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,June 29/16 Severance Request,Medium,"July 12/16 Severance

Cert #xx DL
Extend Life, Health and dental from June 21st 2016 to Oct 30 2016",True,2016-07-12T13:08:06.000+0000,False,False,005G0000002gy4AIAQ,2016-07-12T13:07:59.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 742-1000,,chuck@cjsimon.com,,,,,,,,,,,,,,,0.0,,0011600001lUc5pAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3551.0
5001600000s4QFbAAM,False,,00010386,0031600002M9sqEAAR,001G000000urMnoIAE,,,,,,Annuity,,In Progress,,Phone,,Donald Smith - annuity,Medium,"Client called in to cash in life insurance to purchase an annuity.  Quotes have been secured and meeting client with Mikhail and John Panago on Wednesday, July 13th at 10:30 AM.

Case closed - application submitted.",False,,False,False,00516000006lhiWAAQ,2016-07-12T17:21:05.000+0000,00516000006lhiWAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(604) 732-1508 x4590,,mikhail.yurin@freedom55financial.com,(604) 732-6320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhiWAAQ,,,,,,,0.0,0.0,0.0,,False,3551.0
5001600000s4U2nAAE,False,,00010387,0031600002QUe3fAAD,001G000000urMrJIAU,,,,,,Life,,In Progress,,In Person,,First writing policy in July,Medium,"Client wrote the policy without giving the cheque, and changed mind in the second day, how to approach client",False,,False,False,00516000006lhhsAAA,2016-07-12T19:35:50.000+0000,00516000006lhhsAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(647)706-9177,(647) 706-9177,maryguan@maryguanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhsAAA,,,,,,,0.0,0.0,0.0,,False,3551.0
5001600000s4UrlAAE,False,,00010388,003G0000018f7pdIAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Life Claim,Medium,"On July 4, 2016 I received notification from head office that there were outstanding documents for life claim #189123. I contacted the step-daughter of the insured to discover that the insured beneficiary had pre-deceased the insured. I contacted head office to find out what documentation they would need to proceed.

July 12, 2016

I sent an email to the step-daughter of the insured explaining that head office will need copies of the insured and the pre-deceased beneficiary proof of death. I also explained that head office will also need to receive documentation that the will went through the courts for probate since it is a claim over $50,000.",False,,False,False,00516000006Uq1BAAS,2016-07-12T20:08:59.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,0011600001lUicmAAC,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3551.0
5001600000s4ikPAAQ,False,,00010389,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#237423 - July 13th, 2016 - Ex-Gratia Request - Orthotics",Medium,"Plan member Id#48 submitted documents for an orthotic claim, but we were still missing a document in order to process.  Carole asked if we could have the claim paid ex-gratia in the amount of $300. - Approved by Robert Yerama. Mg.",True,2016-07-13T17:10:09.000+0000,False,False,005G0000002gxymIAA,2016-07-13T17:10:03.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqQAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3550.0
5001600000s4mkdAAA,False,,00010390,003G0000018f7uJIAQ,001G000000urN0TIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Spin-off quotes requested for Millennium Computer Systems Ltd,Medium,"List of employees provided who are on this current plan and want to be on a separate spin-off.

July 13/16 - quote request received",True,2016-10-30T15:10:32.000+0000,False,False,005G0000002gyGzIAI,2016-07-13T19:57:08.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250) 888-8416,,aleita@lairdfinancial.ca,(250) 658-4157,,,,,,,,,,,,,,0.0,,0011600001lUizWAAS,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3550.0
5001600000s4y2MAAQ,False,,00010391,003G0000018f7uSIAQ,001G000000urN0HIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment discussion to reduce minimum # hrs to 16 for admin staff only,Medium,"Working with underwriting on exception to reduce min # hrs to 16 for office staff but not other positions.

Jul 12/16 - emailed exception request to Marianne Boyer
Jul 14/16 - emailed Shane requesting DOB of part-time employee to be added.  Age confirmed.  Emailed additional info to Marianne.
Case was passed to Gary who handled submission and delivery.",True,2016-10-30T14:23:51.000+0000,False,False,005G0000002gyGzIAI,2016-07-14T15:54:13.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250) 475-6050,,shane@meritage.ca,,,,,,,,,,,,,,,0.0,,0011600001lHkmCAAS,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3549.0
5001600000s51SDAAY,False,,00010392,003G0000018f7usIAA,001G000000urN2TIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-gratia for RCC claims,Medium,July 14/16 - ex-gratia approved by Carrie and sent to BPO for payment,True,2016-07-14T18:46:23.000+0000,False,False,00516000005kOnYAAU,2016-07-14T18:08:51.000+0000,005G0000002gyGzIAI,2016-07-14T18:46:23.000+0000,005G0000002gyGzIAI,2018-10-05T23:37:18.000+0000,(604) 682-1603 x224,,john@montridge.com,(604) 682-1621,,,,,,,,,,,,,,0.0,,0011600001lUmTpAAK,0.0,False,,,,,,00516000005kOnYAAU,,,,,,,0.0,0.0,0.0,,False,3549.0
5001600000s56EVAAY,False,,00010394,0031600002Sz55DAAR,001G000000urMqcIAE,,,,,,CI,,In Progress,,In Person,,Scotiabank Loan -,Medium,Client has CI to cover interest on critical illness - will attempt to replace given affordability,False,,False,False,005160000077kprAAA,2016-07-14T21:23:25.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,elijah.eisenstein@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3549.0
5001600000s56GlAAI,False,,00010395,0031600002Sz55DAAR,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Cover Studen Loan Pavl Levcovic,Medium,Client would like to cover student loans and also leave a legacy to family and friends,False,,False,False,005160000077kprAAA,2016-07-14T21:25:26.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,elijah.eisenstein@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3549.0
5001600000s56JpAAI,False,,00010396,0031600002SNecLAAT,001G000000urMqcIAE,,,,,,DI,,In Progress,,In Person,,Sanjeev Arora - Disability Policy,Medium,Needs $2000 to cover expenses,False,,False,False,005160000077kprAAA,2016-07-14T21:28:02.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 x 561,,rajinder.gadi@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3549.0
5001600000s56LqAAI,False,,00010397,0031600002SNecLAAT,001G000000urMqcIAE,,,,,,CI,,In Progress,,In Person,,"Sanjeev Arora - $100,000 coverage",Medium,will need $100K coverage with no health and dental plan in place to pay for medications if needed.,False,,False,False,005160000077kprAAA,2016-07-14T21:29:17.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 x 561,,rajinder.gadi@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3549.0
5001600000s56PJAAY,False,,00010398,0031600002SNecLAAT,001G000000urMqcIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Anoop - wife has commutable pension,Medium,Possibly $500k in assets from commutable pension,False,,False,False,005160000077kprAAA,2016-07-14T21:33:02.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 x 561,,rajinder.gadi@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3549.0
5001600000s56QMAAY,False,,00010399,0031600002SNecLAAT,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Anoop - wife needs a life insurance policy,Medium,Client want his wife to have Life Insurance policy - diabetic currently so will be rated,False,,False,False,005160000077kprAAA,2016-07-14T21:34:12.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 x 561,,rajinder.gadi@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3549.0
5001600000s56lAAAQ,False,,00010400,0030A0000029p1gQAA,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Collection agency commission on $2500 HSP overpayment recovered,High,"July 14, 2016 - left v.m and email for Claude Gatin. Seeking exception to have GWL absorb the collection agency commission in the recovery of funds related to pre-payment of ortho work immediately before employee termination.",True,2017-04-06T19:10:40.000+0000,False,False,005G0000003WjzjIAC,2016-07-14T21:54:42.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(604)722-0954,,babram@telus.net,,,,,,,,,,,,,,,0.0,,0011600001l4ZUDAA2,0.0,False,,,,,,005G0000003WjzjIAC,,,,,,,0.0,0.0,0.0,,False,3549.0
5001600000s57HzAAI,False,,00010411,0031600002NtaVbAAJ,001G000000urMnzIAE,,,,,,,,In Progress,,In Person,,,Medium,,False,,False,False,00516000006lhigAAA,2016-07-14T22:31:49.000+0000,00516000006lhigAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(778)628-7823,(778) 628-7823,kevin.you@san-ai.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhigAAA,,,,,,,0.0,0.0,0.0,,False,3549.0
5001600000s5LnaAAE,False,,00010438,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,July 14/16-Retro Active Severance/Credit,Medium,"Because the emails were from 2014, I would have no longer had a copy.

The client has received many billings as well as a 2015 renewal including this ee.

In addition the employee has made claims, throughout this time. The last claim was in October 4 2015.

Contractually we  go back 4 months . This would be March 15th 2016.   As an exception due to the advisor and long term client,  I would be prepared to go back to November 1st 2015  (we would remove her that date and then the appropriate premium would be refunded). We are under no obligation to do so, as the client is responsible to notify us. 

Selectpac Member admin
Please remove cert #xx effective November 1 2015",True,2016-07-15T19:57:21.000+0000,False,False,005G0000002gy4AIAQ,2016-07-15T19:57:06.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlLzAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3548.0
5001600000s5PCwAAM,False,,00010439,003G000001ZOgEiIAL,0015o000008CyccAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Exploring options to add occupational therapist coverage to the plan. Also ex-gratia needed,High,"July 7, 2016 - Lauren received request from advisor for ex-gratia claims and quote to add coverage for occupational therapists.

July 15, 2016 - Lauren tried positioning MSP and HSP with client but confirmed they'd prefer to have this practitioner added under the insured plan. Carrie sent initial email send to HO to start discussion on options.

July 20, 2016 - HO approval received to add occupational therapists as eligible providers and backdate the amendment to cover claims already incurred.  Carrie shared summary of 3 options with Lauren. Waiting to discuss together how to proceed.

July 28, 2016 - Ex-Gratia approved - advisor notified. Advisor will contact the client to discuss amendment options.",True,2017-03-20T22:31:27.000+0000,False,False,00516000006aAqnAAE,2016-07-15T22:57:39.000+0000,005G0000002gyGzIAI,2024-08-01T16:07:27.000+0000,0055o0000019VX9AAM,2024-08-01T16:07:28.000+0000,(778) 327-5392,(604) 340-3893,derrek.quon@waypoint.ca,,,,,,,,,,,,,,,0.0,,0011600001lUdcQAAS,0.0,False,,,,,,00516000006aAqnAAE,,,,,,,2.0,0.0,0.0,,False,3548.0
5001600000s5PZWAA2,False,,00010440,003G000001B3l6BIAR,001G000000vkv1UIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Employee injured and no active coverage. Was a late app but work done to fix this.,High,"July 15, 2016 - Peter called Carrie. Asked that we communicate direct with the client. Carrie confirmed this would be a priority on Monday and client could expect to hear from us.
Aug 4, 2016 - Spoke to Jeff, owner, and advised him that we would not be able to backdate and suggested that Jordan complete medical forms when ready to return to work. Jeff not happy with this and upset at delays, loopholes been created. He advised that Jordan's return to work date is unclear as he is having hand therapy as he almost lost his fingers and has prescription drug bills which hare adding up. Jeff feels he was told by the advisor's office that Jordan was on the plan and is upset that now an injury has happened, we are not honouring this. Have confirmed that amendment was dropped off at advisor's office and not GWL. Jeff is wanting to cancel the plan and start afresh. Advised him we need a letter to cancel plan and he will drop off at out office as he feels it will be misplaced if mailed in. Referred him to advisor for a new plan and let him know that I will advise the broker of our conversation",True,2017-01-26T19:26:24.000+0000,False,False,005G0000002gyGzIAI,2016-07-15T23:32:55.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250) 589-9470,,peter.jong@outlook.com,,,,,,,,,,,,,,,0.0,,0011600001lUhPcAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3548.0
5001600000s5eItAAI,False,,00010441,003G0000018f78WIAQ,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Email,,Qst sur les bénéficiaires,Low,"Question: Si un bénéficiaire pré-décède l'assuré, qu'arrive-t-il à la distribution.",False,,False,False,00516000006ZyH2AAK,2016-07-18T12:26:48.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,450-928-1321,,alexandra.theriault@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3545.0
5001600000s5fbDAAQ,False,,00010442,0031600002KbxaDAAR,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Phone,,Qst sur l'assurance pour non résident et les voyages à l'étranger,Medium,Référé au guide dans LifeConnection.,False,,False,False,00516000006ZyH2AAK,2016-07-18T13:35:55.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819) 346-5224 ext 4229,(819) 432-4424,patrick.munkittrick@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3545.0
5001600000s5fcLAAQ,False,,00010443,003G0000024MeB7IAK,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Phone,,Qst sur un dossier qui a été refusé en assurance vie.,Medium,,False,,False,False,00516000006ZyH2AAK,2016-07-18T13:36:45.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819)769-0665,(819) 620-3422,dany.morin@gwl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3545.0
5001600000s63ZcAAI,False,,00010444,0031600002B89EGAAZ,0011600001lUjMLAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,requesting exception to extend benefits to retired employee #4,Medium,"company had agreed to extend benefits to Dec 31/2016 for retired employee - ID#4. They had reached out to claims but our not fully aware until July 15/16 when concerns over LTD cover raised. emailed Marianne Boyer requesting exception to continue benefits - life, ad&d, ci and H&D  and need to get back to Bruce at Tri-Eagle  - bruce@trieagle.ca
above request was not allowed so proceeded with PlanDirect option and got approval to submit after the 60 day window and effective date will be Aug 1, 2016",True,2016-08-03T19:19:36.000+0000,False,False,005160000070kMqAAI,2016-07-19T16:29:55.000+0000,005160000070kMqAAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250)477-2414,,bruce@trieagle.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjMLAA0,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3544.0
5001600000s63iKAAQ,False,,00010445,003G0000018f6WsIAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,IFA using term conversion,Medium,Looking at converting a term policy and using IFA,False,,False,False,00516000006lERFAA2,2016-07-19T16:35:22.000+0000,00516000006lERFAA2,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780)965-9823,(780) 965-9823,millie@beamfinancialmgt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lERFAA2,,,,,,Quotation,0.0,0.0,0.0,,False,3544.0
5001600000s69k2AAA,False,,00010446,003G0000018f7KxIAI,001G000000urMqiIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Assisted Andrew in running Report on IC to show clients owning MMF,Medium,"Took a minute or two but reminded Shirley this report does not capture clients in MMF that own our older Freedom funds (IC just reports new segs and mutual funds)

Contact Tammy Harrison to run a report on your old segs",True,2016-07-19T20:12:58.000+0000,False,False,005G0000002gy7yIAA,2016-07-19T20:12:51.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)276-1177X365,(416) 917-1800,shirleylee@primeanchor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,Presentation,0.0,0.0,0.0,,False,3544.0
5001600000s6C4iAAE,False,,00010447,003G0000018f7FkIAI,001G000000urMrTIAU,,,,,,,,In Progress,,In Person,,"WDM - July 19, 2016",Medium,,False,,False,False,00516000006lhhZAAQ,2016-07-19T22:01:59.000+0000,00516000006lhhZAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,905-831-3600,,blake.cole@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhZAAQ,,,,,,,0.0,0.0,0.0,,False,3544.0
5001600000s6IP3AAM,False,,00010448,003G0000018f6zgIAA,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Email,,Qst: Programme de réduction de surprime de la VU,Low,Envoi par courriel des détails,False,,False,False,00516000006ZyH2AAK,2016-07-20T14:10:33.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819)609-5088,(819) 609-1304,clement@sfcalain.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,Marketing Piece,0.0,0.0,0.0,,False,3543.0
5001600000s6M21AAE,False,,00010449,003G0000018f7IUIAY,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Phone,,Comment compléter l'illutration VU,Medium,Pour une affaire actuellement en tarification.,False,,False,False,00516000006ZyH2AAK,2016-07-20T16:39:29.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(819)694-5712,(819) 694-5712,louis.gauthier@finanthropie.ca,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3543.0
5001600000s6N4TAAU,False,,00010450,003G0000018f7hqIAA,001G000000urN8QIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,Email,,Private shares in RRSP,High,"Good morning Emile.
 
My cousin is a sales executive with a local paint manufacturer, and has been for many years.  It is privately held (http://www.peinturesmf.com/en/).
 
One of the managing partners is planning to retire and he has been offered to purchase his shares.  He would like to use his existing RSP funds to purchase these shares.  I suggested he swap his assets for the equivalent value of the shares offered.
 
This could be done through B2B Trust, but I believe, with my license, Quadrus and B2B would not allow it.  That is why I am turning to you.  Would you be able to open such an account and enable him to achieve his goal.  I can assist in the process as you see fit.
 
Thank for getting back to me.
 
 
Tony  Tiberi
  514-721-7700       

Hi Tony,

Private shares in a RRSP account usually is not impossible, but not easy either. There are a lot of restrictions and conditions. First let me know approximately what amount we are talking about. I remember that this is one of the conditions. Then I will check with Qtrade what else we need.

Thanks.

Emil

Hi Tony,
 
The approximate value will be $500,000. The value is determined yearly by an external firm for the purpose of our shareholder agreement.
 
In regards to the RRSP swap, I would want to exchange anywhere between $400,000 to $450,000.
 
Thank you
 
Dino Coletta
Directeur des ventes
Sales Director
 
 
Manufacturier de peintures architecturales
Architectural Coating Manufacturer
 
Tel. : 450-628-3831  *  1-800-363-8034
Fax : 450-628-6221  *  1-800-399-8619
 
dcoletta@peinturesmf.com
www.peinturesmf.com",False,,False,False,005160000068bqBAAQ,2016-07-20T17:18:56.000+0000,005160000068bqBAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(514)258-0852,(514) 258-0852,tiberi.tony@gmail.com,(438)259-0921,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,701G0000000yf1EIAQ,,,Quotation,2.0,0.0,0.0,,False,3543.0
5001600000s6Q0jAAE,False,,00010453,003G000001MlVUlIAN,001G000000urMrTIAU,,,,,,Selectpac,,In Progress,,In Person,,Group overage for King Law Chambers,Medium,Working on several smaller law firms under the umbrella of King Law Chambers to build a custom plan.,False,,False,False,00516000006lhhYAAQ,2016-07-20T19:13:00.000+0000,00516000006lhhYAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 831-3600 ext.4325,,tara@fenninsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhYAAQ,,,,,,,0.0,0.0,0.0,,False,3543.0
5001600000s6Q7GAAU,False,,00010454,003G000001MlVUlIAN,001G000000urMrTIAU,,,,,,Selectpac,,In Progress,,In Person,,California Gold group plan,Medium,Working on group plan for this company. Approx 6 lives.,False,,False,False,00516000006lhhYAAQ,2016-07-20T19:16:48.000+0000,00516000006lhhYAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 831-3600 ext.4325,,tara@fenninsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhYAAQ,,,,,,,0.0,0.0,0.0,,False,3543.0
5001600000s6RwtAAE,False,,00010455,003G000001EEzBeIAL,001G000000vlcSzIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,#12  accident d'auto depuis un bout.,Medium,"exo de prime en vie et ild.   Eer veut mettre fin a son emploi. ai référé l'eer au norme du travail.

si sa personne rh a des questions, elle va lui demander de m'appeler car eer ne maitrise pas la notion d'exo",True,2016-07-20T20:30:01.000+0000,False,False,005G0000002gxzsIAA,2016-07-20T20:29:46.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,(450) 261-6332,sflroyer@cgocable.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgjBAAS,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3543.0
5001600000s6VHvAAM,False,,00010456,003G0000019MDyXIAW,001G000000utITnIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,LTD Wording,Medium,"Municipal Pension Plan is requesting to change wording on in the Employee booklet.  Carrie will connect with Terry Barril to see what we can do and manage expectations as well.

July 29/16 - Underwriting approved exception to customize LTD wording. Draft amendment letter send to Terry.

Amendment done. See file.",True,2016-09-16T21:06:32.000+0000,False,False,005G0000004e3wfIAA,2016-07-20T23:10:40.000+0000,005G0000004e3wfIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250) 860-6403,,terry.baril@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001lUmCaAAK,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3543.0
5001600000s6WYIAA2,False,,00010457,003G000001D3Rg9IAF,001G000000urMrTIAU,,,,,,Segregated Fund,,Postponed,,In Person,,Mike,High,Pension case from Patheon Pharma.,False,,False,False,00516000006lhhXAAQ,2016-07-21T01:13:28.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)442-2155,(416) 818-0791,peter.killam@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3543.0
5001600000s6hRsAAI,False,,00010458,003G0000018f7OoIAI,0015o000008CyqrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,"#14 invalidité  a partir 9 juillet , opération 12 juillet 2016",Medium,,True,2016-09-16T15:16:47.000+0000,False,False,005G0000002gxzsIAA,2016-07-21T17:47:13.000+0000,005G0000002gxzsIAA,2024-08-08T19:13:18.000+0000,0055o0000019VX9AAM,2024-08-08T19:13:19.000+0000,(450) 878-3051,(514) 918-7468,roger.d@delta-experts.ca,,,,,,,,,,,,,,,0.0,,001G0000018c9GeIAI,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3542.0
5001600000saHIIAA2,False,,00010471,0030A0000029YYCQA2,001G000000vlb42IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,#28 exception ajustement renonciation mal et dent pour 12 mois retro,Medium,,True,2016-07-22T13:08:26.000+0000,False,False,005G0000002gxzsIAA,2016-07-22T13:08:17.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(450)443-1616,,mbarile@sfmb.ca,(450)443-3613,,,,,,,,,,,,,,0.0,,0011600001lUeCwAAK,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3541.0
5001600000saOQ7AAM,False,,00010472,003G000001hVqhrIAC,001G000000urMnzIAE,,,,,,Life,,In Progress,,Phone,,Term conversion,Medium,"$250,000 coverage and would like to convert $130,000 to 20-pay and remaining in term.
How to?",False,,False,False,00516000006lhieAAA,2016-07-22T17:37:37.000+0000,00516000006lhieAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(604)339-5968,(604) 339-5968,frank.jia@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhieAAA,,,,,,,0.0,0.0,0.0,,False,3541.0
5001600000saPGcAAM,False,,00010473,003G0000018f7piIAA,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Orthotics Issue,Medium,"An employee used to be able to claim his orthotics through their plan. After the GWL revisions to what orthotics claims are covered, the employees claims are now not covered because of the medical diagnosis. 

July 22, 2016

Discussed possible solutions with Tannis. Since the plan already has MRP, we have offered the solution of adding the employee to the plans MRP coverage and claiming future orthotic claims through MRP. Tannis has also offered to approve an ex-gratia claim to get the previous denied orthotic claim paid only if the plan owner agrees to add the employee onto MRP so he can submit all future claims through MRP.

I took this solution to the advisor. I am waiting on a response.

July 25th, 2016

The advisor opted out of the MRP option. The Advisor wants the claim paid Ex-Gratia. I explained that if we pay this claim Ex-Gratia, the client has to follow proper procedure next time he is submitting an orthotic claim as we will not be paying it through Ex-Gratia again.

August 17th, 2016

Received confirmation from Head Office that they will pay this claim through Ex-Gratia on a one-time exception basis.",False,,False,False,00516000006Uq1BAAS,2016-07-22T18:07:25.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUid5AAC,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3541.0
5001600000sas22AAA,False,,00010474,0030A0000029eFQQAY,001G000000wjNqfIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Claim 11,Medium,"Aug 10, 2016 - Life claim cheques were picked up be beneficiaries last week.

Jul 25 2016 - Sent copy of life claim to HO for processing.",True,2016-08-10T19:22:53.000+0000,False,False,005G0000002gyDHIAY,2016-07-25T16:12:12.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(604)431-0117,(604) 715-2685,james.sy@ig.ca,(604)431-7817,,,,,,,,,,,,,,0.0,,0011600001lUe3uAAC,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3538.0
5001600000sb02kAAA,False,,00010475,003G0000018f7PgIAI,0011600001oiDJ2AAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,"USA for Andrea and Jen
All contact via Val Flood",True,2016-07-25T20:33:46.000+0000,False,False,005G0000002heHMIAY,2016-07-25T20:33:36.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(587) 747-3288,,ashandro@vitalpartnersinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3538.0
5001600000sb0QDAAY,False,,00010476,0031600002SzFzOAAV,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Arun Vijay,Medium,"Client says he would like to cover more needs than his current policy of $500,000",False,,False,False,005160000077kprAAA,2016-07-25T20:45:55.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,usha.shakya@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3538.0
5001600000sb0SdAAI,False,,00010477,0031600002SzFzOAAV,001G000000urMqcIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Arun Vijya,Medium,"Has TFSA, RRSP which we will discuss further following statements rec'd",False,,False,False,005160000077kprAAA,2016-07-25T20:47:18.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,usha.shakya@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3538.0
5001600000sb0UZAAY,False,,00010478,0031600002SzFzOAAV,001G000000urMqcIAE,,,,,,CI,,In Progress,,In Person,,Arun Vijya,Medium,Currently does not have CI in place but is interested in $100k,False,,False,False,005160000077kprAAA,2016-07-25T20:48:04.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,usha.shakya@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3538.0
5001600000sb0Y2AAI,False,,00010479,0031600002Sz55DAAR,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Tara Greene,Medium,Currently has joint life with Empire but concerned about Term coverage beyond renewal period.  Joint first but will obtain contract for Elijah to confirm details.,False,,False,False,005160000077kprAAA,2016-07-25T20:50:01.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,elijah.eisenstein@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3538.0
5001600000sb0arAAA,False,,00010480,0031600002Sz55DAAR,001G000000urMqcIAE,,,,,,Mutual Fund,,In Progress,,In Person,,Tara Greene,Medium,RRSP - has approx $18000 in RRSP with bank.  Requested statements for analysis,False,,False,False,005160000077kprAAA,2016-07-25T20:51:07.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,elijah.eisenstein@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3538.0
5001600000sb17HAAQ,False,,00010481,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review tax plan,Medium,,True,2016-07-25T21:11:37.000+0000,False,False,005G0000002heHMIAY,2016-07-25T21:11:27.000+0000,005G0000002heHMIAY,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3538.0
5001600000sbCQZAA2,False,,00010482,003G000001B41p0IAB,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Down to 1 life,Medium,"July 26, 2016

I received notification from Head Office that this group is down to only 1 life. I have notified the advisor that if this group does not add employees before their renewal date of October 1st, they will be terminated. 

The advisor is going to discuss this situation with their client and advise me on how they would like to proceed.",False,,False,False,00516000006Uq1BAAS,2016-07-26T14:58:14.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306) 751-7335,,thompsonc024@gmail.com,,,,,,,,,,,,,,,0.0,,001G000001C4mp5IAB,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3537.0
5001600000sbCR8AAM,False,,00010483,003G000001B41p0IAB,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Down to 1 life,Medium,"July 26, 2016

I received notification from Head Office that this group is down to only 1 life. I have notified the advisor that if this group does not add employees before their renewal date of October 1st, they will be terminated. 

The advisor is going to discuss this situation with their client and advise me on how they would like to proceed.",True,2016-07-26T14:59:50.000+0000,False,False,00516000006Uq1BAAS,2016-07-26T14:58:37.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306) 751-7335,,thompsonc024@gmail.com,,,,,,,,,,,,,,,0.0,,001G000001C4mp5IAB,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3537.0
5001600000sbCYsAAM,False,,00010484,0030A0000029UtAQAU,001G000000wjNrTIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Down to 1 Life - October 1st Renewal,Medium,"July 26, 2016

Received notification from Head Office that this group is down to 1 life. They have an October 1st renewal date and if they do not add more employees to their plan before October 1st, the plan will be terminated. I explained the situation to the advisor and I am waiting on a response on how they would like to proceed.",False,,False,False,00516000006Uq1BAAS,2016-07-26T15:02:46.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306)757-1222,,andrea.hoffman@investorsgroup.com,(306)757-1096,,,,,,,,,,,,,,0.0,,0011600001ojJrEAAU,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3537.0
5001600000sbFTlAAM,False,,00010485,0030A0000029gGEQAY,001G000000urN40IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Dependent Life Claim Paid out,High,"Received cheque for former employee Jeanne for dependent spouse totalling $5,009.83. Cheque was mailed to Jeanne directly on July 26th 2016 via FedEx to Naughton(home address). DC",True,2016-07-26T16:36:52.000+0000,False,False,00516000006kda0AAA,2016-07-26T16:36:34.000+0000,00516000006kda0AAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(705)566-5320,(705) 562-5320,peter@abacusgroup.net,(705)566-2585,,,,,,,,,,,,,,0.0,,0011600001l6NdjAAE,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3537.0
5001600000sbKkxAAE,False,,00010486,003G000001ZfILpIAN,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Phone,,Potential of up to $10M Non-registered Investment,High,"Prospect: Mr. Li
Status: Landed Immigrant
Amount to invest in Canada: $20M
Competitors met: Manulife & Fidelity",False,,False,False,005G0000002gyCuIAI,2016-07-26T19:47:54.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)660-9414,,lin.yan@ccgoldenwest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3537.0
5001600000sbmFMAAY,False,,00010487,003G0000018f6wDIAQ,001G000000urMtJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Coverage of Methodone,Medium,"EE ID #4, spouse requires a compound solution for Meth, however there have been a series of issues at the pharmacy level regarding the DIN. The correct DIN doesn't work because its a compound drug, however the pseudo-din's given aren't working either.
This has been ongoing now for approx. 7 days. The advisor is getting upset and frustrated, as well as client. The last DIN given to use: 00999734 is the correct DIN and this drug is covered by the plan but for some reason, the error message ""call adjudicator"" comes up and TELUS is then advising the pharmacy/client that its not covered.
I have been emailing Chris S. in claims trying to get a resolution for this problem. The A/M is aware of the issue as well.",True,2016-08-03T14:00:46.000+0000,False,False,005G0000002gyAKIAY,2016-07-28T13:57:39.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902) 578-3512,(902) 578-3512,shauna.macmullin@freedom55financial.com,(902) 539-9200,,,,,,,,,,,,,,0.0,,001G000001L9whFIAR,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3535.0
5001600000sboT1AAI,False,,00010488,003G0000018f7piIAA,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Disability Issue,Medium,"An employee submitted a change form to add a spouse and child to his benefit plan. Head Office contacted me and asked me to inform the employer that since this employee is still listed in our system as being on disability, he cannot add any dependants to his plan until he return full-time to work. 

The advisor contacted me to explain that this employee has been actively at work since January 2015. I contacted Head Office to confirm whether or not we received a return to work notice and we had not. I explained to the advisor that the employee would now have to apply with evidence for his LTD benefits.

We have received an exception to allow the employee to pay back premiums to be added on for STD and LTD benefits.

November 28 - the advisor contacted me again regarding this situation. The client does not want to pay back premiums or apply with medical evidence. The advisor would like to speak to Tannis directly. 

November 29 - I notified Tannis of this situation and she will be calling the advisor to discuss.

December 5 - Tannis was able to get an exception to allow disability benefits to become active on December 1st,2016. Once HO receives a letter from the client confirming that the employee is actively at work they will reinstate his disability benefits.",False,,False,False,00516000006Uq1BAAS,2016-07-28T15:32:14.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUidAAAS,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3535.0
5001600000sbwJ9AAI,False,,00010489,0031600002EU6MSAA1,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How the income tested CESG works and how much is it?,Medium,"All clients receive 20% basic grant
Then, depending on net family income, some clients get 40% on 1st $500 while higher income families get 30% on 1st $500.

For a family in the lowest net household income band, the 40% grant pays $100 more than for a subscriber who only gets 20%",True,2016-07-29T13:05:34.000+0000,False,False,005G0000002gy7yIAA,2016-07-28T19:44:52.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(416)889-5488,(416) 889-5488,jon@jjtfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3535.0
5001600000sbwSfAAI,False,,00010490,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Her 1st subsequent deposit to a QGOF account,Medium,"Use Subsequent Deposit Form
Yes, you can do the 10% Fee switch any time after the deposit settles, so sign the Switch form as well (or sign the STEP form if you want HO to process the 10% switches",True,2016-07-29T13:06:02.000+0000,False,False,005G0000002gy7yIAA,2016-07-28T19:50:35.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3535.0
5001600000sbxIAAAY,False,,00010491,0030A0000029XsyQAE,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Tax planning with LI,Medium,,True,2016-07-28T20:22:15.000+0000,False,False,005G0000002heHMIAY,2016-07-28T20:22:08.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780)340-2189,,wei.chew@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3535.0
5001600000sbxYrAAI,False,,00010492,003G0000018f7WfIAI,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI positioning,Medium,,True,2016-07-28T20:33:11.000+0000,False,False,005G0000002heHMIAY,2016-07-28T20:33:05.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780)532-1922,,myste@krugerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3535.0
5001600000sd5EWAAY,False,,00010505,003G000001F4lkdIAB,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Aug 2/16-Severance,Medium,"Severance

Please process

Cert #xx KL 
Extend Health and dental from July 25 2016 to August 15 2016",True,2016-08-02T19:11:12.000+0000,False,False,005G0000002gy4AIAQ,2016-08-02T19:11:04.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 678-6565,(613) 678-3725,dwightproudfoot@gmail.com,(855) 690-0180,,,,,,,,,,,,,,0.0,,0011600001lUc5rAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3530.0
5001600000sdAvzAAE,False,,00010506,0030A0000029cvrQAA,001G000000wjNqTIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,HSP termination and credit,Medium,"Aug 2/16 - Here is a good one. It seems that the HSP should have been terminated retro to Jan when Lizanne was here and that HO was going to credit them some funds back. Which we have no idea, it was approved by Shibani but she is now on medical leave. Therefore they can't ask her. 

Anyhow, I think all correspondence to this was saved in Lizanne's personal hard drive so I had nothing to go by and was basically blind with HO.  The amendment is processed, but Erin Peters and the lady below are trying to figure out the credit. I've been looping in Scott Mastrodonato on the progress.",True,2017-01-26T19:27:47.000+0000,False,False,005G0000002gyGzIAI,2016-08-02T23:54:45.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(604)483-6990,,scott.mastrodonato@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUkSwAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3530.0
5001600000t4LCxAAM,False,,00010507,003G000001sRtymIAC,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIRA unlocking of small balance,Medium,YES but provided the client is Age 55 and client is only mid 30's.  Account has to remain as LIRA until then,True,2016-08-03T19:11:44.000+0000,False,False,005G0000002gy7yIAA,2016-08-03T19:11:38.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,(647) 982-2581,shalma.etwaree@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3529.0
5001600000t4ONyAAM,False,,00010509,003G0000018f7UeIAI,001G000000urN3JIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,In Person,,Jan. 1/15- Small Group Block Arrangement,Medium,"David Burns & Associates – Small Group Block Arrangement
Effective January 1st, 2015

Conditions of the arrangement are as follows:
-	There will be a common renewal date for all groups on July 1st of each year
o	The first renewal date will be in 2016
o	Existing GWL groups renewing before July 1st, 2015 will proceed with the renewal in 2015, with the following renewal being July 1st 2016
o	Existing GWL groups renewing after July 1st, 2015 will not renew until July 1st, 2016. 
-	On renewal, GWL will give pricing control to David Burns & Associates up to the allotted amount that will be determined each year by GWL for the entire block
-	Commissions will be set to a flat 12% for any new groups 
-	Regarding groups not currently with GWL, we will guarantee at least a -10% decrease from their current/renewal rates in order to move the group over
-	The minimum NEM’s will be as follows:
o	Life - $100,000
o	LTD - $3,000",True,2016-08-03T21:25:36.000+0000,False,False,005G0000002gy4AIAQ,2016-08-03T21:25:29.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 563-1281 x 24,,ian@david-burns.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3529.0
5001600000t4P9nAAE,False,,00010510,0031600002ONQz8AAH,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2016-08-03T22:07:37.000+0000,False,False,005G0000002heHMIAY,2016-08-03T22:07:30.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780) 428-8585,(780) 429-1353 x 4288,julian.lau@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3529.0
5001600000t4TSZAA2,False,,00010511,003G0000018f6wUIAQ,001G000000urMtJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,EE Russell,Medium,Ee is now back to work and would like on plan.  She should not have been included in group when it became effective as she was on mat leave.  while on mat leave she was diagnosed with cancer and claim was declined and ee was taken off plan.  Email has been sent to HO to see what date to use on application form,True,2016-09-16T14:17:03.000+0000,False,False,005G0000002gy7UIAQ,2016-08-04T11:20:33.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)539-5093,(902) 304-1500,tim.burns@fffpg.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmqeAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3528.0
5001600000t4TTDAA2,False,,00010512,003G0000018f6e8IAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Bank as Beneficiary,Medium,Roy Wagner would like to assign B of NS as ben.  HO is not allowing it.  Plan Admin has sent an email to Legal Dept. on Mr. Wagner's behalf.,True,2016-09-16T14:17:29.000+0000,False,False,005G0000002gy7UIAQ,2016-08-04T11:22:16.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(902)422-1631,(902) 860-0610,pat.barrett@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjrDAAS,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3528.0
5001600000t4bpgAAA,False,,00010513,0030A0000029jjjQAA,001G000000wjNrGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"August 4/16-""Open Enrollment""   ,  declined by head office",Medium,This was declined by head office because they had an open enrollment done in Feb 2011.,True,2016-08-04T18:05:40.000+0000,False,False,005G0000002gy4FIAQ,2016-08-04T18:05:12.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)728-0101,,mmclean@mandevillepc.com,(613)728-4075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3528.0
5001600000t4bpvAAA,False,,00010514,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"August 4th, 2016 - Head Office Exception beyond 4 months",Medium,"Capital Benefits requested that we terminate 4 employees back 8+ months due to miscommunication with the client.  This exception resulted in $20,000 premium credit to the client. - Approved by Shawnee and Maria",True,2016-08-04T18:05:34.000+0000,False,False,005G0000002gxymIAA,2016-08-04T18:05:28.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNCAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3528.0
5001600000t4rZQAAY,False,,00010540,003G0000029my9AIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,US tax planning and LI,Medium,,True,2016-08-05T17:10:45.000+0000,False,False,005G0000002heHMIAY,2016-08-05T17:10:38.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(403)808-0931,(403) 808-0931,julia.best@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3527.0
5001600000t4sDuAAI,False,,00010541,0030A000004KaOMQA0,001G000000urN6vIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Critical Illness/Life Claim,Medium,The advisor had asked me for assistance in submitting a critical illness claim for an employee. I submitted the documentation and was notified the next week that the employee had passed away. I am now dealing with the plan admin to submit the life claim and ensure that the critical illness claim will still be paid to the beneficiary because it was past the 30 day waiting period.,False,,False,False,00516000006Uq1BAAS,2016-08-05T17:39:53.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306)308-5458,,bernadette.deobald@westernfg.ca,,,,,,,,,,,,,,,0.0,,0011600001lUboaAAC,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3527.0
5001600000t5I4UAAU,False,,00010542,0031600002Sz5ePAAR,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Death of RRSP owner and monies being paid to Spouse,Medium,"Michael assumed it was taxable?  NO - will be a tax free rollover under the Spousal rules per ITA.

Wanted an in-kind transfer?  No - will be a cheque but won't qualify as a contribution against his RSP contribution room (but he doesn't need it since this transfer is not taxable)",True,2016-08-08T15:02:55.000+0000,False,False,005G0000002gy7yIAA,2016-08-08T15:02:46.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,michael.romano@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3524.0
5001600000t5QU1AAM,False,,00010543,0031600002B87EtAAJ,0011600001lUhPsAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Ex-Gratia Claim for Orthotics,Medium,"We are requesting payment of a $300 orthotics claim per the maximum covered under this policy.

The employee had submitted a foot orthotic claim for her son, Kevin, in the amount of $390.00. She was aware that orthotics were part of her benefits plan but was not aware that a particular casting technique may not be covered. She had been dealing with claims and providing additional information when requested and was then advised that the claim cannot be paid as the casting technique was not eligible. The employee and plan administrator are upset at this decision but also at the length of time it took to reach a decision. The employee is also disappointed that she was not made aware sooner that the casting technique used by her doctor would not be covered and instead was asked to provide additional information only for the claim to be denied.
This is a 43 person group and this was the first time that an orthotics claim has been submitted. We have used this as a training opportunity with the both the advisor and plan administrator that any claims for orthotics or other large expenses need to be submitted as an estimate first. As the employee submitted the claim in good faith based on the details in her benefits summary, we are asking if this claim can paid based on the plan maximum of $300 every 12 months. This will help both our office and the advisor keep this group as a client.",True,2016-08-29T17:10:35.000+0000,False,False,005160000070kMqAAI,2016-08-08T19:52:12.000+0000,005160000070kMqAAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250) 656-6165 ext 235,,,,,,,,,,,,,,,,,0.0,,0011600001lUhPsAAK,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3524.0
5001600000t5kbCAAQ,False,,00010544,003G000001B4waiIAB,001G000000urMF8IAM,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Survivor Benefit,Medium,"This group moved to GWL from a different carrier. The previous carrier terminated the spouse who was currently receiving survivor benefits. The advisor had reached out to me to see if there was anything GWL to accommodate the spouse with the survivor benefit.

I have reached out to Head Office to assist me with this inquiry. I have received confirmation that GWL does make these kinds of exceptions, they just need to evaluate the potential risk. I have provided Head Office with the required information.",False,,False,False,00516000006Uq1BAAS,2016-08-09T20:20:05.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(306) 789-3744,(306) 581-3400,jeff@mrefinancial.com,,,,,,,,,,,,,,,0.0,,0011600001uuW8FAAU,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3523.0
5001600000t5mRdAAI,False,,00010545,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#63387 - August 9th, 2016 - Late Applicant/Underwiting Exception",Medium,"Employee applied for coverage as a late applicant.  Had we created a letter to accompany the enrollment form to not treat him as a late applicant, it would have been fine.  As a result of the u/w, he was declined coverage.  Jill contacted Claude Gatin and this was overturned and approved with no late applicant restrictions.",True,2016-08-09T21:41:17.000+0000,False,False,005G0000002gxymIAA,2016-08-09T21:41:11.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUf8CAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3523.0
5001600000t5uUKAAY,False,,00010546,003G0000018f7OoIAI,0015o000008CyqrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,230076 Expertise informatique - Ex-gratia,Medium,Demande d'ex-gratia pour 146 frais cpam pour 1328$,True,2016-08-10T13:11:04.000+0000,False,False,005G0000002gxzsIAA,2016-08-10T13:10:51.000+0000,005G0000002gxzsIAA,2024-08-08T19:13:18.000+0000,0055o0000019VX9AAM,2024-08-08T19:13:19.000+0000,(450) 878-3051,(514) 918-7468,roger.d@delta-experts.ca,,,,,,,,,,,,,,,0.0,,0011600001lUccnAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3522.0
5001600000t615wAAA,False,,00010547,003G0000018f7CYIAY,001G000001GPafwIAD,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"New prospect for potential non-registered investment (Jerry, Metro)",Medium,"a prospect of Jerry, is enquiring about the mutual fund investment opportunities in London Life. The prospect was in the investment business back to China before he immigrated to Canada. Jerry and I believe we have a good chance to have this prospect to start some investment in Canada. Jerry will arrange an meeting with the prospect. Possibly next Monday morning.",True,2016-08-10T17:21:34.000+0000,False,False,005G0000002gyCuIAI,2016-08-10T17:20:45.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(647)219-7404,(647) 219-7404,jerry.liu@trilliumcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3522.0
5001600000t61OuAAI,False,,00010548,0031600002Rdyg8AAB,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Financial planning for newly divorced,Medium,"Jessica has a friend newly divorced, and the broken marriage left her two kids and $2M. Jessica wanted to give her a financial plan to clarify her financial future. We discussed the situation and agreed that we have too little info to help the lady yet. Jessica will go back and collect more financial info from the friend, before we can do anything.",True,2016-08-10T17:33:02.000+0000,False,False,005G0000002gyCuIAI,2016-08-10T17:32:52.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(647)896-9539,(647) 896-9539,yijiezhang@aurawealth.onmicrosoft.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3522.0
5001600000t61Z3AAI,False,,00010549,0031600002SyyQNAAZ,001G000000urMr2IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Non-registered investment opportunity for house selling proceeds.,Medium,Joyce has a friend just sold a investment house. the friend is a believer in buying houses. Joyce is trying to introduce the concept of diversification. I agree to meet the client. Joyce will arrange the meeting and notify me.,True,2016-08-10T17:39:38.000+0000,False,False,005G0000002gyCuIAI,2016-08-10T17:39:29.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(647)633-6880,(647) 633-6880,joyce.hu@huswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3522.0
5001600000t61qOAAQ,False,,00010550,003G0000018f7DLIAY,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Potential oversea wire transfer and TFSA, RRSP seg investment",Medium,"Mr. Ni, Phil's client, has opened two RESP accounts in Quadrus. Now he is considering wire transfer some funds from Hong Kong to Canada. Phil is inquiring the procedure from LL side. I give him the information and suggested using Seg fund account to accept the wire transfers.",True,2016-08-10T17:49:20.000+0000,False,False,005G0000002gyCuIAI,2016-08-10T17:49:12.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905)660-9414,(647) 825-8887,hao.ding@torusadvisorygroup.com,(647)430-9635,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0CIAQ,,,,1.0,0.0,0.0,,False,3522.0
5001600000t62ubAAA,False,,00010551,0031600002TuTQmAAN,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,TFSA & RESP,Medium,"Mr. Sun, wants to maximize the TFSA for him and his wife. Also wants to start the RESP for his several month old son. his risk tolerance level is Balanced. Provided the C&C portfolio both for LL and Quadrus.",True,2016-08-10T18:30:08.000+0000,False,False,005G0000002gyCuIAI,2016-08-10T18:29:49.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,xiang.wei@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Analysis Document,1.0,0.0,0.0,,False,3522.0
5001600000t6HZsAAM,False,,00010553,003G0000018f6bKIAQ,001G000000urMrsIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Aug 11/16-Severance Request,Medium,"Severance

Please process

Cert #x RM

Please extend Health and dental from June 21 2016 to Feb 20 2018",True,2016-08-11T16:12:29.000+0000,False,False,005G0000002gy4AIAQ,2016-08-11T16:11:57.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)523-1999,(613) 301-6272,m.arthrell@clearstonewealth.com,,,,,,,,,,,,,,,0.0,,001G000001HR5PkIAL,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3521.0
5001600000t6J9SAAU,False,,00010554,003G0000018f79GIAQ,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to corporation,Medium,,True,2016-08-11T17:16:45.000+0000,False,False,005G0000002heHMIAY,2016-08-11T17:16:36.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,780-726-4503,,paul.leeder@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3521.0
5001600000t6KP7AAM,False,,00010555,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#287294 - August 10th, 2016 - Release of Claims Suspension",Medium,Client mailed in payment for July that has not yet been received or applied.  Trudy Rougeau agreed to release claims.,True,2016-08-11T18:05:34.000+0000,False,False,005G0000002gxymIAA,2016-08-11T18:05:25.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kmkZUIAY,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3521.0
5001600000t6KbNAAU,False,,00010556,0031600002U7YlBAAV,0011600001lUjLmAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,MRP Claim ID7,Medium,"May 11, 2017: Received MRP cheque in advance in the amount of $5200ish. Sent to BPO through Inter-office today.

April 1, 2017: Rehab MRP claim finally processed, approved and cash in advance letter issued on april6, 2017. Requested a copy of the letter today to try to expedite payment to get claim done. Approx $5200.

March 3, 2017 - HO required additional information to proceed with reimbursement under MRP. I have emailed rehab centre directly cc Owner to obtain additional information. Email thread is in my inbox for follow up.

Feb 2017 - Head Office misplaced portion of MRP claim for rehab services for a dependent. Also was outstanding payment in excess of 90 days. Owner brought in payment and cleared up MRP arrears, and resent me receipt for rehab MRP claim - forwarded to GCCS.

Dec 20, 2016 - received claim details in early October and sent to claimant. Follow up on outstanding info a few times, no reply, case closed. 

Sept 26, 2016 - Sent follow up to Head Office to confirm status of claim payments.

August 12, 2016 - Sending MRP Claim to Head Office today. Attached note to rehab claim for the processor to contact me if they have any questions or need to contact the client. It can take MS&D 5 business days so I will wait while the claim gets started at Head Office. I also head back about the dental claims and sent CW the information prior to sending the MRP claim to Head Office.

August 11, 2016 - CW came in with a  pile of receipts for submission under MRP (ID7). Most are for Chiro, Massage and Dental, but we have a few unique ones to keep an eye on for processing.
1. Rehab expenses for dependent. Had some confirmation from MS&D in regards to it being eligible (correspondence sent to advisor previously) so want to make sure it is reimbursed.
2. There was an agreement to cover dental expenses normally ineligible under the base plan for JP. The claim was sent in without the approval letter and declined. I am resubmitting with the approval letter and under the MRP claim to have the balance paid through MRP.
3.There is a claim for View of child report conducted by Reg Psych. Should be covered under MRP.",True,2017-05-11T19:38:46.000+0000,False,False,005G0000002gyDHIAY,2016-08-11T18:13:32.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(604) 250-5660,,alliedmasonry@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjLmAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3521.0
5001600000t6L7JAAU,False,,00010557,0030A0000029druQAA,001G000000urN2RIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Criticall Illness Claim Paid Aug 2, 2016  - $55,000 ID31",Medium,,True,2016-08-11T18:33:49.000+0000,False,False,005G0000002gyDHIAY,2016-08-11T18:33:41.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(778)688-8477,,dhaywood@wmbeck.com,,,,,,,,,,,,,,,0.0,,0011600001lUjNqAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3521.0
5001600000t6LQLAA2,False,,00010558,003G0000018f6YSIAY,001G000000urMs9IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Patenaude Gilbert,Medium,"Client has existing assets - portfolio need to be reviewwd and rebalanced
RRSP - INC - TSFA Balanced profile",True,2016-08-15T21:32:09.000+0000,False,False,005G0000002gy8MIAQ,2016-08-11T18:44:39.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(514)334-8701,(514) 971-8074,real.veilleux@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,2.0,0.0,0.0,,False,3521.0
5001600000t6M1HAAU,False,,00010559,003G000001rk54OIAQ,001G000000urMqcIAE,,,,,,,,In Progress,,In Person,,Prsentation with an accounting firm,Medium,Dan will be working with Rita for a presentation to get the accountant on board for her own and her clients.,False,,False,False,00516000006lhhfAAA,2016-08-11T19:06:56.000+0000,00516000006lhhfAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 ext 599,(647) 802-5335,rita.krilaviciene@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3521.0
5001600000t6N84AAE,False,,00010560,0031600002M9j8FAAR,001G000000urMqcIAE,,,,,,,,Postponed,,In Person,,Veerlyn,Medium,Proposed a par insurance plan and critical illness plan for further consideration. Premium is $100 monthly.,False,,False,False,00516000006lhhfAAA,2016-08-11T19:50:12.000+0000,00516000006lhhfAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 x594,,henry.arauag@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3521.0
5001600000t6NOCAA2,False,,00010561,003G0000018f6vsIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,2016 v 2017 LI policies,Medium,,True,2016-08-11T20:01:40.000+0000,False,False,005G0000002heHMIAY,2016-08-11T20:01:34.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780) 463-6128,,jkostiuk@capitalestateplanning.com,(780) 413-4413,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3521.0
5001600000t6NvzAAE,False,,00010562,0031600002PkeTpAAJ,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Joint term conversion,Medium,"Currently in progress for a joint term conversion of $14,000 yearly premium. Due to rating of the husbands health conversion is not possible. Talking with client about getting a separate life policy for the healthy wife in a par. Going through with different quotes that would fit on the strategy and the budget.",False,,False,False,00516000006lhhfAAA,2016-08-11T20:19:26.000+0000,00516000006lhhfAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 x281,,mariflor.betita@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3521.0
5001600000t6VOKAA2,False,,00010587,0031600002Sz55DAAR,001G000000urMqcIAE,,,,,,Selectpac,,In Progress,,In Person,,Recording studio,Medium,Met with Kim who said he would allow Elijah to view his company's group benefits plan following a discussion with his partners.,False,,False,False,005160000077kprAAA,2016-08-12T12:59:33.000+0000,005160000077kprAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,,,elijah.eisenstein@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3520.0
5001600000t6YhoAAE,False,,00010588,0031600002B7ymMAAR,0011600001lUhUxAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Incorrect application of dedutible for PDD claims - Owe credits to affected employees,Medium,"September 14, 2016: All certs have been audited and owing funds have been issued. $1904.17 was reimbursed due to issue 1 below, and $4447.77 due to issue #2.

Issue #1: Effective May 15, 2013, dispense fee equals deductible removed.  Added a $5 per RX deductible and PNVP at 90% + no deductible.  
•	Dispense fee equals deductible was not removed and the PNVP was not activated for class 2.

Issue #2: Effective May 15, 2014, no drug deductible at all and PNVP remains.  
•	Deductible was not corrected and the PNVP was not activated for class 2.


Aug 12, 2016 - Snap shot of issue:
July 22, 2014 - Owner called claimsline in regards to claim reimbursement for PDD being incorrect. This triggered a review from our U&A team into the benefit design and amendment history. 
July 25, 2016 - U&A (Cam Rolland) confirmed that the Disp Fee deductible should have been changed to a $5 deductible effective May 15, 2013. Then, effective May 15, 2014 the deductible was removed entirely.
July 26, 2016 - It was confirmed that the deductible was applied incorrectly for the past few years for at least two EE's. 
July 28, 2016 - Claim Specialist who took the call from the Owner wanted me to confirm if we will proceed with an audit through GRPBENTECH to reimburse any deductibles we charged in error. I confirmed that we would be putting this in motion. The specialist called the Owner back to confirm.
July 28, 2016 - I replied to Cam to confirm the total amount of reimbursement owing and the number of employee affected. Did not hear back until my return from vacation on August 9th.
August 12, 2016 - I have forwarded an official request to GRPBENTECH to reprocess these claims and confirm the amounts. Once complete I will visit the client with the news and a gift.",True,2016-09-26T20:14:52.000+0000,False,False,005G0000002gyDHIAY,2016-08-12T15:26:09.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(604)536-7266,,gary@coconutgrove.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhUxAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3520.0
5001600000t72uWAAQ,False,,00010589,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#299649 - Aug 15, 2016 - Ex-gratia Request",Medium,Gavin requested an ex-gratia for a paramedical provider (Osteopath) - Id#10 - that does not have the proper designation to be recognized by GWL.  The $120 claim was processed as ex-gratia and cut back to the R&C of $105.00 - Approved by Ronetta and Angela Roman,True,2016-08-15T15:33:34.000+0000,False,False,005G0000002gxymIAA,2016-08-15T15:33:26.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001uIMaNAAW,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3517.0
5001600000t79DQAAY,False,,00010591,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Capital Gains on residence due to marriage breakdown,Medium,"Likely zero, but client is purchasing a 2nd property while still having title to their former matrimonial home that will be sold (not sure when)

My only comment was that you can't claim a full cap gains exemption on 2 properties for the same year(s).  So if she owns the matrimonial home for a few years while also living in her own home, although likely zero cap gains on the former matrimonial home, the sale of the 2nd property down the road may result in some cap gains for certain years.  How the gain is determined is outside my scope",True,2016-08-15T19:03:34.000+0000,False,False,005G0000002gy7yIAA,2016-08-15T19:03:29.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3517.0
5001600000t7AV7AAM,False,,00010592,0030A0000029fTkQAI,001G000000wkhSYIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Aug. 15/16- Severance,Medium,"Severance

Please process 

Cert #x  MD
Extend Health from August 8 20136 to October 8 2016
Extend CI from August 8 2016 to August 15 2016",True,2016-08-15T19:48:13.000+0000,False,False,005G0000002gy4AIAQ,2016-08-15T19:48:04.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613)825-0550,(613) 799-6516,mschfinancial@gmail.com,(613)521-7584,,,,,,,,,,,,,,0.0,,001G000001ewSB9IAM,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3517.0
5001600000t7DPEAA2,False,,00010593,0031600002OjqciAAB,001G000000urMsXIAU,,,,,,,,Closed - Responded,,Phone,,Achat Book Karl Maisonneuve,High,Game plan to transfer clientel,True,2016-08-15T21:36:13.000+0000,False,False,00516000006lhj9AAA,2016-08-15T21:35:57.000+0000,00516000006lhj9AAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(450) 687-3971 x4392,,simon.chaput@freedom55financial.com,,,,,,,,,,,Unknown,Unknown,,,0.0,,,0.0,False,,,,,,00516000006lhj9AAA,,,,,,,0.0,0.0,0.0,,False,3517.0
5001600000t7NxEAAU,False,,00010594,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Medium,,True,2016-08-16T16:05:15.000+0000,False,False,005G0000002heHMIAY,2016-08-16T16:05:05.000+0000,005G0000002heHMIAY,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3516.0
5001600000t7O0SAAU,False,,00010595,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Accountant referral for client,Medium,,True,2016-08-16T16:07:39.000+0000,False,False,005G0000002heHMIAY,2016-08-16T16:07:32.000+0000,005G0000002heHMIAY,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3516.0
5001600000t7QjGAAU,False,,00010596,003G0000018f7nWIAQ,001G000000urN0iIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Amendment,Medium,"Adding an Owners and Admin class - increasing all benefits and possibly adding Ortho to the whole plan
-completed and also added drug card!",True,2016-09-26T19:16:50.000+0000,False,False,005G0000002gyDvIAI,2016-08-16T17:45:35.000+0000,005G0000002gyDvIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(250) 563-9217,,lhill@porterandmcmillan.com,,,,,,,,,,,,,,,0.0,,0011600001lUibAAAS,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,3516.0
5001600000t7VVOAA2,False,,00010597,0031600002LW4uxAAD,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Par insurance/Leverage Loan program,Medium,"Presenting par insurance as an asset class with tax advantage growth to accumulate more funds at retirement. Premium target is above $10,000 per year.",False,,False,False,00516000006lhhfAAA,2016-08-16T20:37:14.000+0000,00516000006lhhfAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(905) 276-1177 x531,,amjad.subeih@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3516.0
5001600000t7gkyAAA,False,,00010598,003G0000018f72MIAQ,0015o000008Cys1AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,ST-GEORGE ERIC,Medium,"Advisor would like to offer HNW N series to his client
Will have to ask for an exception as he does not have the required threshold",True,2016-08-25T21:26:24.000+0000,False,False,005G0000002gy8MIAQ,2016-08-17T15:31:07.000+0000,005G0000002gy8MIAQ,2024-08-08T19:08:33.000+0000,0055o0000019VX9AAM,2024-08-08T19:08:33.000+0000,(819)307-7477,(819) 712-1033,francois.saumure@sgpp.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,2.0,0.0,0.0,,False,3515.0
5001600000tZZgaAAG,False,,00010648,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#282534 - Aug 23rd, 2016 - Lay Off Request with Disability - DECLINED",Medium,"Client requested that the disability benefits be extended with all other benefits during a temporary lay off for 3 employees.   We requested an exception, that was declined by Sabrina Muzyka and Claude Gatin. Mg.",True,2016-08-23T14:28:44.000+0000,False,False,005G0000002gxymIAA,2016-08-23T14:28:34.000+0000,005G0000002gxymIAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kmjqlIAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3509.0
5001600000tZhwTAAS,False,,00010649,003G0000018f6VYIAY,001G000000urMqcIAE,,,,,,Life,,Closed - Responded,End Client Question,In Person,,Janice & Stone Harriman,Medium,Insured asset transfer strategy was written today for both husband and wife using the Insured asset transfer. Closed a $24k annual premium.,True,2016-08-24T18:14:41.000+0000,False,False,00516000006lhhfAAA,2016-08-23T19:02:14.000+0000,00516000006lhhfAAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(877)857-2673,(647) 969-1773,shashi@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhfAAA,,,,,,,0.0,0.0,0.0,,False,3509.0
5001600000tZx99AAC,False,,00010650,003G000001hVjtDIAS,001G000000urMr2IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Switching from LL New Seg to Quadrus,Medium,"After the meeting with Dean, Terence realized that his existing client can benefit more if he can help them to switch their investment from LL New Seg funds to Quadrus series. 
He needs help to create a portfolio, I recommended Kelvin's C&E portfolio and discuss the advantage of it.",True,2016-08-24T16:42:50.000+0000,False,False,005G0000002gyCuIAI,2016-08-24T16:42:32.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(416)789-4527X295,,terence.lai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,70116000000wykTAAQ,,,Analysis Document,1.0,0.0,0.0,,False,3508.0
5001600000tZxM9AAK,False,,00010651,0031600002Rdyg8AAB,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Assets Transfer from Overseas,Medium,"Jessica has two prospects, who are close friends, One of them has just landed in Canada as an immigrant, and the other one is in the process of applying the immigration statutes. Both of them are interested in how to move some of their assets to Canada from overseas. Jessica is wondering is our LL Seg fund investment account is one way. we discussed the pro and cons. 
Jessica will make appointment with the prospects for me and we will pitch the idea together.",True,2016-08-24T16:50:47.000+0000,False,False,005G0000002gyCuIAI,2016-08-24T16:50:36.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(647)896-9539,(647) 896-9539,yijiezhang@aurawealth.onmicrosoft.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3508.0
5001600000ta03yAAA,False,,00010652,003G0000018f7myIAA,001G000000urN35IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Aug. 1/16- Survivor Benefits,Medium,"Hi Dominique,

RE employee name:	WD
Surviving Spouse: 	TD

Please be advised survivor benefits for the health and dental benefits has now been set up on the BEN system effective August 1, 2016 under identification SS0000000x.
(The survivor benefits have also been set up on the BCE Emergis system.  The pharmacist will have to enter relationship code 01.)

The benefits continued are subjected to the same limitations and restrictions as the employee plan that was inforce. 

This coverage will terminate July 30, 2018 or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.

Please advise the client accordingly, should you have any questions or concerns please do not hesitate to contact me. 

I will let you know as soon as I receive the drug card.",True,2016-08-24T18:33:25.000+0000,False,False,005G0000002gy4AIAQ,2016-08-24T18:33:16.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(613) 735-4141,(613) 585-2012,norm@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkFNAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3508.0
5001600000ta5qMAAQ,False,,00010653,0031600002IU2FqAAL,001G000000urMq5IAE,,,,,,,,In Progress,,Email,,regular redemption,Medium,require client's sig  TA not valid for new banking,False,,False,False,00516000006lhh6AAA,2016-08-24T23:03:26.000+0000,00516000006lhh6AAA,2023-12-15T04:17:00.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:00.000+0000,(519) 650-8111,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh6AAA,,,,,,,0.0,0.0,0.0,,False,3508.0
5001600000ta5rZAAQ,False,,00010654,003G000001wupfVIAQ,001G000000urMq5IAE,,,,,,,,In Progress,,Email,,Ribeiro:  wl vs rated term cases...evidence validity with rating,Medium,inquire on length of time rating good for if they take wl policy.  suspect 1 year wouldn't apply to rating offer,False,,False,False,00516000006lhh6AAA,2016-08-24T23:04:57.000+0000,00516000006lhh6AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(519) 650-8111 ext 230,,kenneth.livy@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh6AAA,,,,,,,0.0,0.0,0.0,,False,3508.0
5001600000ta5sIAAQ,False,,00010655,0031600002TuT3YAAV,001G000000urMq5IAE,,,,,,,,In Progress,,Email,,health insurance for retirees age 65...what is max issue age,Medium,check pd direct and cover me,False,,False,False,00516000006lhh6AAA,2016-08-24T23:05:48.000+0000,00516000006lhh6AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,brooke.rew@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh6AAA,,,,,,,0.0,0.0,0.0,,False,3508.0
5001600000taByVAAU,False,,00010656,003G000001wupfVIAQ,001G000000urMq5IAE,,,,,,,,In Progress,,In Person,,Ribeiro quotes,High,check with uw to see how long offer can be held.  and will it change for wl vs term?  f/u with Ken,False,,False,False,00516000006lhh6AAA,2016-08-25T14:24:02.000+0000,00516000006lhh6AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(519) 650-8111 ext 230,,kenneth.livy@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh6AAA,,,,,,,0.0,0.0,0.0,,False,3507.0
5001600000taDqyAAE,False,,00010657,003G000001wupfVIAQ,001G000000urMq5IAE,,,,,,,,In Progress,,In Person,,Jason Penfold:  4 ins policies,Medium,"discuss details of evidence, premium payment; paramedical details",False,,False,False,00516000006lhh6AAA,2016-08-25T15:31:15.000+0000,00516000006lhh6AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(519) 650-8111 ext 230,,kenneth.livy@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh6AAA,,,,,,,0.0,0.0,0.0,,False,3507.0
5001600000taEHfAAM,False,,00010658,0031600002TuT3YAAV,001G000000urMq5IAE,,,,,,,,In Progress,,In Person,,mortgage and insurance for Claudette,Medium,,False,,False,False,00516000006lhh6AAA,2016-08-25T15:48:53.000+0000,00516000006lhh6AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,brooke.rew@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh6AAA,,,,,,,0.0,0.0,0.0,,False,3507.0
5001600000taJ9xAAE,False,,00010659,003G000001tbKDJIA2,001G000000urMpKIAU,,,,,,,,In Progress,,In Person,,Joe and Cassandra -Chiro in Stroud,Medium,"Health Dental Plan, Loans, savings, Life coverage. 
See clients next week",False,,False,False,00516000006lhh2AAA,2016-08-25T18:47:22.000+0000,00516000006lhh2AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(705) 728-5551,,rodney.blanchard@freedom55financial.com,(705) 728-0012,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh2AAA,,,,,,,0.0,0.0,0.0,,False,3507.0
5001600000taL67AAE,False,,00010660,0031600002TuT3YAAV,001G000000urMq5IAE,,,,,,,,In Progress,,In Person,,health ins,Medium,provided quote for  e-benefit.  looked over cover me.  TO DO:  contract for Affinity,False,,False,False,00516000006lhh6AAA,2016-08-25T20:02:25.000+0000,00516000006lhh6AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,brooke.rew@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh6AAA,,,,,,,0.0,0.0,0.0,,False,3507.0
5001600000taMCcAAM,False,,00010661,003G0000018f7OoIAI,0015o000008CyqrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,B. Lamothe. Retrait - préventif + congé de maternité,Medium,,True,2017-02-08T15:23:13.000+0000,False,False,005G0000002gy6tIAA,2016-08-25T20:46:27.000+0000,005G0000002gxzsIAA,2024-08-08T19:13:18.000+0000,0055o0000019VX9AAM,2024-08-08T19:13:19.000+0000,(450) 878-3051,(514) 918-7468,roger.d@delta-experts.ca,,,,,,,,,,,,,,,0.0,,0011600001uIcSRAA0,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3507.0
5001600000taMGKAA2,False,,00010662,003G0000018f7OoIAI,0015o000008CyqrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,"#6 invalidité depuis mi-mai, absence prob. psy, absence indéterminé",Medium,,True,2016-09-16T15:18:00.000+0000,False,False,005G0000002gxzsIAA,2016-08-25T20:47:47.000+0000,005G0000002gxzsIAA,2024-08-08T19:13:18.000+0000,0055o0000019VX9AAM,2024-08-08T19:13:19.000+0000,(450) 878-3051,(514) 918-7468,roger.d@delta-experts.ca,,,,,,,,,,,,,,,0.0,,0011600001uIcSRAA0,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3507.0
5001600000taMIVAA2,False,,00010663,003G0000018f7OoIAI,0015o000008CyqrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,"#13 invalidité depuis 9 juin 2016, retour prévisible début SEPT",Medium,,True,2016-09-16T15:07:12.000+0000,False,False,005G0000002gxzsIAA,2016-08-25T20:48:39.000+0000,005G0000002gxzsIAA,2024-08-08T19:13:18.000+0000,0055o0000019VX9AAM,2024-08-08T19:13:19.000+0000,(450) 878-3051,(514) 918-7468,roger.d@delta-experts.ca,,,,,,,,,,,,,,,0.0,,0011600001uIcSRAA0,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3507.0
5001600000taZ85AAE,False,,00010712,003G0000018f6nmIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate ownership of LI,Medium,,True,2016-08-26T17:39:22.000+0000,False,False,005G0000002heHMIAY,2016-08-26T17:39:13.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(250)719-7449,(250) 719-7449,brenda@qualityteambenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3506.0
5001600000taZmUAAU,False,,00010713,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Phone,,Disability Issue - ID#109,Medium,"Dwight contacted me regarding an employee with Courage Oilfield who is currently on a disability claim for a back injury. The employee's position with Courage Oilfield is a truck driver. This employee has been seen out quadding in the fields near the small town that both the employee and the owner of the company live. The employer is very upset about this situation as he believes that the employee is taking advantage of both GWL and himself. 

This situation has been taken to management level at the Hamilton Disability Office - waiting on a response as to how we are going to proceed.

August 26th - Case manager attempted to call the owner of the company to discuss. Unable to reach the owner so she is going to try again on Monday. I have also provided the case manager with a cell phone number.

September 28th - The case manager contacted the Doctor's office regarding the claimiant as well as called the employee for an update. They are satisfied with the medical information on file that supports the plans definition of disability. They will not be doing any further investigations at this time.

November 22nd - Tannis, Courtney, and myself met with the advisor and discussed the situation. I agreed to follow up with the case manager again to see what could be done as the advisor and client are very unhappy with the result.

November 29 - the case manager informed me that they are still satisfied with the medical information on file and the employee is not able to perform his own or any occupation. They have approved his claim beyond the change of definition and satisfied his condition prevents him from doing any work. They will not be doing any investigation of his activity. They will follow up with the employee again in January 2017.",False,,False,False,00516000006Uq1BAAS,2016-08-26T18:05:37.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,0011600001lUbmjAAC,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3506.0
5001600000tabDbAAI,False,,00010714,0031600002TuT3YAAV,001G000000urMq5IAE,,,,,,Life,,In Progress,,Phone,,juvenile- sin for owner only,Medium,,False,,False,False,00516000006lhh6AAA,2016-08-26T19:03:47.000+0000,00516000006lhh6AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,brooke.rew@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh6AAA,,,,,,,0.0,0.0,0.0,,False,3506.0
5001600000tb5iOAAQ,False,,00010599,003G0000018f6YmIAI,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Loyer (WM),Medium,Advisor has a client that is beeing solicitated by TD because our MR are too expensive - looking to transfert to Series 1 but does not have the required assets,True,2016-09-14T20:58:46.000+0000,False,False,005G0000002gy8MIAQ,2016-08-17T16:40:08.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Quotation,1.0,0.0,0.0,,False,3515.0
5001600000tb8FNAAY,False,,00010600,0031600002G4oRKAAZ,001G000000urN2DIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,PSDP on multiple MRP claims for multiple EEs of terminated policy,Medium,"Aug 17, 2016 - BPO assessing claims received and will send me a letter confirming amount needed for cheque.",True,2016-11-17T21:14:49.000+0000,False,False,005G0000002gyGzIAI,2016-08-17T18:18:43.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(604) 687-4761,,cquinn@granvillewest.com,,,,,,,,,,,,,,,0.0,,0011600001lUmT2AAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,4.0,0.0,0.0,,False,3515.0
5001600000tb8s0AAA,False,,00010601,0030A0000029YYCQA2,001G000000vlb42IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-gratia #8 médicament acheté 19 oct 2015 pour 6 mois et l'ancien assureur a remboursé pour 3 mois seulement.,Medium,,True,2016-09-16T15:17:11.000+0000,False,False,005G0000002gxzsIAA,2016-08-17T18:41:53.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(450)443-1616,,mbarile@sfmb.ca,(450)443-3613,,,,,,,,,,,,,,0.0,,0011600001tIyb5AAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3515.0
5001600000tb9JGAAY,False,,00010602,0030A0000029g9vQAA,001G000000urN1QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Ex-gratia request submitted Aug 17, 2016.",Medium,Equipment covered under the prior carrier. Told everything would be the same. Expected to be covered under this plan so did not do pre-authorization.,True,2016-10-30T15:12:12.000+0000,False,False,005G0000002gyGzIAI,2016-08-17T18:58:16.000+0000,005G0000002gyGzIAI,2024-05-02T18:51:58.000+0000,0055o0000019VX9AAM,2024-05-02T18:51:59.000+0000,(604)802-3334,(604) 802-3334,grayden@iglbc.ca,(604)538-3424,,,,,,,,,,,,,,0.0,,0011600001uHXMvAAO,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3515.0
5001600000tbB2bAAE,False,,00010603,0030A0000029WjoQAE,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,New Employee,Medium,"Your policy has a three months waiting period.  The employee has to sign the application within the waiting period.  I always suggest to have the employee sign the group benefits application on the day of hire.  The employee should not have an option whether to join or opt out of the plan, unless they have coverage elsewhere, then they can opt out/waive health and dental.

I am attaching the application form as well as the late applicant notice.  When you get the completed form back from the employee, you have the ability to add/enroll the employee online.  Below are some how to videos for your reference.

If you have any questions, please do not hesitate to contact me.",True,2017-01-19T13:31:16.000+0000,False,False,005G0000002gy6GIAQ,2016-08-17T20:03:44.000+0000,005G0000002gy6GIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)631-8190,(905) 407-8420,ron@bryanandhedden.com,(905)631-8194,,,,,,,,,,,,,,0.0,,0011600001lUkDbAAK,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3515.0
5001600000tbB8jAAE,False,,00010604,003G0000018f6x6IAA,001G000000urMqKIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Adding 3 months waiting period to existing EE's,Medium,Discussed that all employees with hire date prior to June 1st should have been included.  An EE was hired in May.  We need to add a waiting period for existing employee to process the application properly per their ER/EE contract.,True,2017-01-19T13:32:20.000+0000,False,False,005G0000002gy6GIAQ,2016-08-17T20:08:53.000+0000,005G0000002gy6GIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)827-8066,(905) 334-3863 *,tony@madurifinancialgroup.com,,,,,,,,,,,,,,,0.0,,0011600001wKbVeAAK,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3515.0
5001600000tbBHvAAM,False,,00010605,003G0000018f7YGIAY,001G000000urN58IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Adding a 3 months waiting period for existing employees,Medium,"During my GNPA training, we found out there is a new EE.  This was a perfect timing so that we can add him on the plan, we found out that this EE was hired prior to the effective date of the plan.a letter was created while we were there and given to us for processing.",True,2017-01-19T13:34:15.000+0000,False,False,005G0000002gy6GIAQ,2016-08-17T20:16:02.000+0000,005G0000002gy6GIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(289) 296-6585,(905) 687-3132,josie@biancofinancialgroup.com,,,,,,,,,,,,,,,0.0,,0011600001xXvIVAA0,0.0,False,,,,,,005G0000002gy6GIAQ,,,,,,,0.0,0.0,0.0,,False,3515.0
5001600000tbBtkAAE,False,,00010606,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"#296375 - August 17th, 2016 - Claims Suspension Lifted",Medium,Client in claims suspension due to Plan Admin changes.  Charito Deborja approved this,True,2016-08-17T20:30:40.000+0000,False,False,005G0000002gxymIAA,2016-08-17T20:30:33.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001oiOL3AAM,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3515.0
5001600000tbIQxAAM,False,,00010607,003G0000018f7g1IAA,001G000000urN8QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,14 exception vie et ild réintégré sans condition voir eb pour info,Medium,,True,2016-08-18T12:30:17.000+0000,False,False,005G0000002gxzsIAA,2016-08-18T12:30:05.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514)491-2227,(514) 912-2227,jruggieri88@gmail.com,,,,,,,,,,,,,,,0.0,,001G000001EWkkYIAT,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3514.0
5001600000tbOz2AAE,False,,00010608,003G0000018f7TiIAI,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"#211934 - Aug 18th, 2016 - Release Claims Suspension",Medium,Cheque submitted to HO without remittance form - delay in payment.  Client re-issued cheque and Charito released claims in anticipation of cheque on way to HO.,True,2016-08-18T16:34:49.000+0000,False,False,005G0000002gxymIAA,2016-08-18T16:34:42.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(343) 572-6119,,shunter@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUlnzAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3514.0
5001600000tbOz7AAE,False,,00010609,003G0000018f6zKIAQ,001G000000urMqfIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"When it comes to SIN level aggregation, how are Joint accounts split?",Medium,"Primary account holder only is deemed to have this account qualify towards 100,000 aggregation.",True,2016-08-31T15:23:11.000+0000,False,False,005G0000002gy7yIAA,2016-08-18T16:34:43.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416)885-2484,(416) 885-2484,info@innovativefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,70116000000wykTAAQ,,,,0.0,0.0,0.0,,False,3514.0
5001600000tbP1hAAE,False,,00010610,003G0000018f7ENIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"When it comes to SIN level aggregation to reach $100,000 do Corporate owned accounts qualify?",Medium,,True,2016-08-31T15:21:25.000+0000,False,False,005G0000002gy7yIAA,2016-08-18T16:36:11.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,70116000000wykTAAQ,,,,0.0,0.0,0.0,,False,3514.0
5001600000tbjl1AAA,False,,00010647,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#296375 - August 19th, 2016 - Exception beyond 4 month rule",Medium,"August 19th - Id #1 was to be terminated March 30th, 2016 but as she was the plan administrator, no one terminated her or had GN access to do this. - Approved by Maggie Pichette",True,2016-08-19T15:05:36.000+0000,False,False,005G0000002gxymIAA,2016-08-19T15:05:29.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001oiOL3AAM,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3513.0
5001600000tw3ztAAA,False,,00010727,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax planning,Medium,,True,2016-08-29T16:30:57.000+0000,False,False,005G0000002heHMIAY,2016-08-29T16:30:48.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3503.0
5001600000tw8jBAAQ,False,,00010728,003G0000018f6ZIIAY,001G000000urMtBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,STD/LTD,Medium,"P/a is looking to waive the health and dental when ee's are on claim, however only because they can't afford to pay the premium due to decreased income, not because they have coverage with a spouse.
I have advised her that this isn't an option, the they can only waive if they have spousal coverage and the only other option would be to terminate them completely from the plan. This is based on their agreement with their employees, they pay premium for 25 days while off on std and then they have, in the past, let them waive the health and dental. 
I have spoken to people in head office to see if there is another way around it but unfortunately there isn't. For the employees protection they shouldn't be terminating them from the plan or losing coverage (ie; waiving HC/DC). 
My RCSM is aware of the situation in case of escalation. 
Will be calling the p/a back Aug 30 with my findings.
Sept 1 - spoke with plan admin and all worked out.",True,2016-09-01T18:40:04.000+0000,False,False,005G0000002gyAKIAY,2016-08-29T18:58:02.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(902)220-1271,(902) 220-1271,chris@cpbarrettfinancial.com,(902)425-9518,,,,,,,,,,,,,,0.0,,0011600001uGhksAAC,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3503.0
5001600000twKQTAA2,False,,00010729,003G0000018f7oTIAQ,001G000000urNAcIAM,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,LEMIEUX SERGE  (WM),Medium,"Annual review - rebalancing
Transfer of assets",True,2016-11-02T14:45:19.000+0000,False,False,005G0000002gy8MIAQ,2016-08-30T13:52:50.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(418)313-7243,(418) 313-7243,martin.fortier@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,3.0,1.0,0.0,,False,3502.0
5001600000twL3kAAE,False,,00010730,003G0000018f7oTIAQ,001G000000urNAcIAM,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,QUIRION GASTON (WM),Medium,Annual review + questions regarding market conditions,True,2016-09-28T17:51:06.000+0000,False,False,005G0000002gy8MIAQ,2016-08-30T14:17:44.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(418)313-7243,(418) 313-7243,martin.fortier@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,4.0,1.0,0.0,,False,3502.0
5001600000twU0KAAU,False,,00010732,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Medium,"Met with Sterling at client's office.  Wife runs temporary labour business which is currently not profitable in economic downturn (down from 25 employees to 4), and husband is profitable renovation and concrete contractor.  Clients introduced to permanent LI, but highly unlikely to buy within few years. - 2016 08 24",True,2016-08-30T19:39:25.000+0000,False,False,005G0000002heHMIAY,2016-08-30T19:39:19.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3502.0
5001600000twU4vAAE,False,,00010733,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Medium,"Meeting with Sterling Rempel, Jon Berezowski and client - Sean Hayes, realtor and real estate investor.  Client is young and ambitious, but has no capacity to purchase permanent LI at this time. 2016 08 24 MLT",True,2016-08-30T19:42:02.000+0000,False,False,005G0000002heHMIAY,2016-08-30T19:41:54.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3502.0
5001600000twUMzAAM,False,,00010734,003G000001D3Rg9IAF,001G000000urMrTIAU,,,,,,Segregated Fund,,In Progress,,In Person,,Lynn West,High,"Mortgage sale - 384,000 application complete
166,000 MF moved to SF for estate conservation
5500 TFSA deposit",False,,False,False,00516000006lhhXAAQ,2016-08-30T19:51:13.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)442-2155,(416) 818-0791,peter.killam@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3502.0
5001600000twmnHAAQ,False,,00010747,003G000001Q0yEFIAZ,001G000001AtwXTIAZ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,EFT change with drawl date,High,client would like to change eft with drawl date to 12th of the month.  Need done asap.  2nd EFT may go NSF.  Email sent to Trudy Lanouette.,True,2018-05-21T18:32:54.000+0000,False,False,005G0000002gyCZIAY,2016-08-31T19:29:48.000+0000,005G0000002gyCZIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 632-5291,,,,,,,,,,,,,,,,,0.0,,001G000001AtwXTIAZ,0.0,False,,,,,,005G0000002gyCZIAY,,,,,,,0.0,0.0,0.0,,False,3501.0
5001600000twwGIAAY,False,,00010748,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#297382 - September 1st, 2016 - Ex-gratia Request",Medium,"Plan member #14 - provided all documents for a claim that was lost in transit.  As a result, we have requested an ex-gratia as the plan member is not able to obtain a copy of some of the supporting documents.  Ex-gratia in the amount of $219.21 was approved by Graham Goodman (M&DS)",True,2016-09-01T13:50:09.000+0000,False,False,005G0000002gxymIAA,2016-09-01T13:50:01.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001sDwIoAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3500.0
5001600000tx992AAA,False,,00010749,0031600002MBTpFAAX,0011600001ssUe0AAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Unhappy at plan been terminated - conversation from aug 31,Medium,"s per underwriting this plan has been terminated effective Aug 31, 2016 as group has been at one employee since April. It was set up Dec 1 2015 and has now dropped to one employee. Owner was advised they needed to add members to plan in May and reminders sent in July. at the end of July, Carrie advised broker plan was been terminated. 
Received a message that Danielle had called and she then responded to my voicemail, she was extremely upset and angry over the phone and demanded that the plan be kept inforce. She advised she was told plan could remain at 1 person for a year. She had tried to use her card at the pharmacy and it did not go through and was going to the dentist and said that we need to pay the dentist. did not get a chance to respond to her and she hung up. I called the broker and advised him of the conversation. I advised that the cards was terminated but manual claims can be submitted until the end of the month. He was upset the card was cancelled and I apologised and said I would try and reinstate. Checked with Andrea and it could only be done for next day but plan will be terminated. Advised broker she is more upset at plan been cancelled and asked him to connect with her, mentioned the manual claim submission.",True,2016-10-25T16:46:12.000+0000,False,False,005160000070kMqAAI,2016-09-01T22:38:07.000+0000,005160000070kMqAAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(250) 598-1931,,christina@toplisslaw.ca,,,,,,,,,,,,,,,0.0,,0011600001ssUe0AAE,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3500.0
5001600000txxBgAAI,False,,00010786,0031600002astAVAAY,0011600001uGv3uAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,880113400 - invalidité en évaluation,Medium,,True,2016-09-06T18:27:29.000+0000,False,False,005G0000002gxzsIAA,2016-09-06T18:27:19.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514)927-9453,(514) 927-9453,william.labrie@bci-inc.ca,,,,,,,,,,,,,,,0.0,,001G000001kmleTIAQ,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3495.0
5001600000tyiJWAAY,False,,00010787,0031600002PknWXAAZ,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax planning,Medium,Day care operator,True,2016-09-09T15:36:27.000+0000,False,False,005G0000002heHMIAY,2016-09-09T15:36:19.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(587)594-5290,(587) 594-5290,ravinesh.narayan@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3492.0
5001600000tyiLSAAY,False,,00010788,003G0000018f7WmIAI,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate administration,Medium,,True,2016-09-09T15:38:17.000+0000,False,False,005G0000002heHMIAY,2016-09-09T15:38:08.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3492.0
5001600000tyiYMAAY,False,,00010789,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Business dispute,Medium,,True,2016-09-09T15:49:35.000+0000,False,False,005G0000002heHMIAY,2016-09-09T15:49:29.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3492.0
5001600000tyuFUAAY,False,,00010826,003G0000026P2XGIA0,001G000000urN13IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-gratia for insulin pump - MRP amendment needed,High,"- Prior plan had coverage for insulin pump.
- Megan advised that some models are covered and recommended pre-approval
- Pre-approval revealed no model covered under Selectpac plans
- Sept 9 - pre-approval for $2000 ex-gratia received and communicated to advisor
- Sept 11 - checked MRP set-up since there have been discussions for company to cover the balance through MRP. It will need amending for this EE to be eligible.  Emailed advisor",True,2016-10-30T15:12:37.000+0000,False,False,005G0000002gyGzIAI,2016-09-11T15:53:53.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(250) 542-8577,,brianne@lifestylefinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlWZAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3490.0
5001600000tyuIxAAI,False,,00010827,003G0000018f6hAIAQ,0011600001tl7zSAAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Open enrollment for 2 ees,Medium,Sept 11/16 - emails HO requesting approval for open enrollment.,True,2017-01-26T19:29:08.000+0000,False,False,005G0000002gyGzIAI,2016-09-11T16:11:47.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(604)685-6521X4265,(604) 649-5939,susan@stevensonbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001l4ZK0AAM,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3490.0
5001600000tyzi6AAA,False,,00010828,003G0000018f7ENIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,"Some issues on new money getting N Series pricing, but then how does Old money and LL segs get HNW pricing",Medium,"Yes, you have to do a series of fund switches to also provide HNW pricing for the household (all clients/all accounts/all eligible funds)

So the N Series Fee agreement just signed for the new $125k is great, but then also switch the Growth & INcome fund from Q series into N Series as well.  Plus, the LL accounts into PS1 pricing ASAP",True,2016-09-12T15:05:51.000+0000,False,False,005G0000002gy7yIAA,2016-09-12T15:05:31.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,Qtrade,Other,,,0.0,,,0.0,False,Qtrade,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3489.0
5001600000tz5Y3AAI,False,,00010829,0031600002IShh2AAD,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,$3k pension can be unlocked due to small balance,Medium,"Client with GRS and age 71 and has to decide on what to do with pension
1) take as cash out to bank account.  Subject to income tax
2) roll into RRIF, provided IRIS permits an external RRIF transfer-in for such a small amount.",True,2016-09-12T19:32:29.000+0000,False,False,005G0000002gy7yIAA,2016-09-12T19:32:18.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905) 276-1177 ext 533,(905) 912-1087,meghan.boctor@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,,0.0,0.0,0.0,,False,3489.0
5001600000tzAnmAAE,False,,00010830,0031600002G6nGYAAZ,001G000000urMslIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Phillips/Bath,High,"HNW presentation to clients, 400k outside assets and 300k in cash",True,2017-03-24T13:10:53.000+0000,False,False,00516000006wwBcAAI,2016-09-13T11:19:22.000+0000,00516000006wwBcAAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(709)770-4454,(709) 770-4454,mike@progresswealth.ca,(709)739-0424,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,00516000006wwBcAAI,,,70116000000wykdAAA,,,Quotation;Analysis Document;Presentation;Concept,0.0,0.0,0.0,,False,3488.0
5001600000tzC0MAAU,False,,00010831,003G0000018f6wSIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Aug.13/16-Severance Request,Medium,"Cert.xx, LR – extend HC & DC from Aug 4/ 16 to Aug 25/16.   All other benefits (Life, AD&D, LTD) terminate effective Aug 4/16.",True,2016-09-13T13:50:30.000+0000,False,False,005G0000002gy4AIAQ,2016-09-13T13:50:23.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)596-9101,(613) 799-6883,rsandberg@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,0011600001lUc4HAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3488.0
5001600000tzDNMAA2,False,,00010832,0031600002ISXVCAA5,001G000000urMqVIAU,,,,,,Life,,In Progress,,In Person,,Family Farm legacy,Medium,"Uncle, opportunity to do similar as did with brother.  10-25k of premium.  Advocate from parents.  Second meeting to be held next week.",False,,False,False,00516000006nRRLAA2,2016-09-13T15:17:51.000+0000,00516000006nRRLAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416) 366-2971,,stephen.boeckh@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3488.0
5001600000tzLjCAAU,False,,00010833,003G000001vfmR2IAI,001G000000urMp9IAE,,,,,,Segregated Fund,,In Progress,,In Person,,Large asset consoilidation,High,Due to age clients more suited to Seg Funds for estate preservation,False,,False,False,00516000006nRPrAAM,2016-09-14T12:40:42.000+0000,00516000006nRPrAAM,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,julia.dell@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPrAAM,,,,,,,0.0,0.0,0.0,,False,3487.0
5001600000tzM5mAAE,False,,00010834,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#212176 - Sept 14th, 2016 - Ex-Gratia Request",Medium,Id#11 had a visioncare claim that was done one month prior to eligibility date.  Carole requested ex-gratia in the amount of $150.,True,2016-09-14T13:15:02.000+0000,False,False,005G0000002gxymIAA,2016-09-14T13:14:56.000+0000,005G0000002gxymIAA,2017-01-10T03:29:01.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUzAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3487.0
5001600000tzNWeAAM,False,,00010835,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Changing beneficiary,Medium,,True,2016-09-14T14:40:35.000+0000,False,False,005G0000002heHMIAY,2016-09-14T14:40:27.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3487.0
5001600000tzTYNAA2,False,,00010836,003G0000018f6nSIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,B2B loan with 3rd party mutual funds that Jorge wants to move to QGOF,High,"Sent an email of the plans, and funds, and information to proceed provided by B2B.  Not sure we can without Home office also consenting as to the process (forms, etc.)  Sent email today to Chantal Martin",True,2016-09-19T12:08:42.000+0000,False,False,005G0000002gy7yIAA,2016-09-14T19:53:26.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905) 617-3355,,jorge@milestonesfinancialgroup.ca,(877) 737-7664,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3487.0
5001600000tzUEEAA2,False,,00010837,003G0000018f7UWIAY,001G000000urN2oIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"Sept 14/16-Welcome Plan (168100, Div 544)",Medium,"I have added division 544 under policy 168100 for  this Client’s Welcome Plan.
FS has been added to the Welcome Plan under cert #xxxx  effective August 4, 2016
Sept.30/16- FS replacement wallet card sent to Mark.",True,2016-09-14T20:37:59.000+0000,False,False,005G0000002gy4AIAQ,2016-09-14T20:35:10.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 938-9110 x 201,(613) 577-0515,mark@mmcdermid.com,(613) 938-0027,,,,,,,,,,,,,,0.0,,001G0000019oyQsIAI,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3487.0
5001600000tzURhAAM,False,,00010838,003G0000018f6rjIAA,001G000000urMtaIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,SIMARD MARC (WM),Medium,Client is preoccupied with the fees in his segregated fund account would like to move everything in N series to reduce fees,True,2016-09-16T14:37:24.000+0000,False,False,005G0000002gy8MIAQ,2016-09-14T20:46:35.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,2.0,0.0,0.0,,False,3487.0
5001600000tzYrpAAE,False,,00010839,003G0000018f7kOIAQ,001G000000urMyrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Bayview Animal Hosptial - 241924 - Oct 1 2016 renewal delay,High,"File never got pulled with Oct batch of renewals, and therefore wasn't sent out in time to Ken.  
Spoke with Ray/Jon and decided to just delay it to Nov 1 for the 2016 renewal as this was an internal error. Ray to contact Mike Ballelos today.",True,2016-09-15T14:03:19.000+0000,False,False,005G0000002gy3iIAA,2016-09-15T14:03:10.000+0000,005G0000002gy3iIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(902) 742-4871,902-307-0116,ken.gray@eastlink.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjtWAAS,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,3486.0
5001600000tzeTaAAI,False,,00010840,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#267975 - Sept 15th, 2016 - Head Office Exception - Claims Suspension",Medium,"Sept 15th - client sent two cheques to make up arrears, however in claims suspension since Sept 8th.  Charito agreed to release claims in anticipation of receiving payment in head office.  The client has also signed up for PAD.",True,2016-09-15T19:15:09.000+0000,False,False,005G0000002gxymIAA,2016-09-15T19:15:02.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001l5sgvAAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3486.0
5001600000tzfD9AAI,False,,00010841,003G0000018f7TZIAY,001G000000urN37IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Sept. 15/16- Full Credit for Ee Terminations,Medium,"I have terminated as requested however this was done on a one-time exception and the file will be marked as such. I had to get managements approval because of the dates.
I am glad to hear that they now have a processes so that this will not happen again.
We would like to ask for an exception, for full credit beyond our 4 months rule, for employee terminations on policy 262481, EION.
The brokers office has full online access as well as the plan administrator but there was confusion on who would be responsible to enter the terminations.

Employees & Effective Termination Dates:
-	MEK (id xx): 12-02-2016
-	AP (id xx): 05-12-2015
-	RR (id xx): 30-11-2015
-	AS (id xx): 05-09-2015

Both parties assumed the other was processing the terminations and have gone through extensive audits to discover the billing issues.",True,2016-09-15T19:56:33.000+0000,False,False,005G0000002gy4AIAQ,2016-09-15T19:55:55.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(819) 777-2882,(819) 664-2039,lf@groupemajor.ca,,,,,,,,,,,,,,,0.0,,001G000001kmlcdIAA,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3486.0
5001600000uUf2GAAS,False,,00010914,003G0000018f7DGIAY,0011600001wRaXsAAK,,,,,,,,In Progress,,Email,,Mclellan Insurance,Medium,See email dated Sept 19th.  three re-writes about 12k of premium.  Considerable underwriting challenges.,False,,False,False,00516000006nRRLAA2,2016-09-19T13:33:53.000+0000,00516000006nRRLAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(647)349-7070,(647) 808-7700,elke@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3482.0
5001600000uUsOeAAK,False,,00010915,003G0000018f7FKIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How to obtain GLC monthly commentary,Medium,"He should get it via email every month
Or, go to GLC website for this report",True,2016-09-21T14:54:53.000+0000,False,False,005G0000002gy7yIAA,2016-09-20T13:36:09.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)276-1177,(416) 560-8467,ron.nagy@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3481.0
5001600000uUt5EAAS,False,,00010916,003G0000018f6aPIAQ,001G000000urMqrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Underperformance of Diversified fund this year. Client wants explanation,Medium,"I provided insight that YES it is.  Under 2% past year when average fund is 5.  Over 3 and 5 years, about 1% below average fund

But, Beutel Goodman fund has done way better than average fund.",True,2016-09-21T14:55:11.000+0000,False,False,005G0000002gy7yIAA,2016-09-20T14:17:06.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)277-1234,(905) 467-3090,peter.bekker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3481.0
5001600000uUv2vAAC,False,,00010917,003G000001cQa3gIAC,001G000000urMqVIAU,,,,,,Life,,In Progress,,In Person,,Lawyer Lady,Medium,"single mother of one, three person law firm.  Lots of opportunities.  Pyramid to handle",False,,False,False,00516000006nRRLAA2,2016-09-20T15:55:39.000+0000,00516000006nRRLAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416) 366-2971 x7049,(647) 203-2299,hilary.casey@freedom55financial.com,(416) 366-7489,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3481.0
5001600000uV5CUAA0,False,,00010918,003G0000018f6SlIAI,001G000000urMtFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Natural Growth Amendment,Medium,added 4 new ee's.  Emailed Trudy to see if we can proceed with NGA,True,2016-10-21T17:05:16.000+0000,False,False,005G0000002gy7UIAQ,2016-09-21T14:11:36.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(902)678-2788,(902) 680-3456,snichols@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,001G000001USh11IAD,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3480.0
5001600000uV9biAAC,False,,00010919,003G0000018f7qnIAA,0015o000008Cz06AAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Long -Term Disability - Unknown Status,Medium,"Contacted by admin Jamie.

Sept. 18 -",False,,False,False,00516000006l6nrAAA,2016-09-21T18:08:47.000+0000,00516000006l6nrAAA,2024-04-03T13:32:36.000+0000,0055o0000019VX9AAM,2024-04-03T13:32:37.000+0000,(306) 244-0949,,deb.wiegers@wiegers.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmcHAAS,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3480.0
5001600000uV9iUAAS,False,,00010920,003G0000018f6yWIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Net invested shows UP while rate of return shows Negative?,Medium,He was using DVM which was -0.3 while IRR shows +0.88.  He will run the Enhanced Portfolio report on the left menu bar from now on so IRR is always the default rate of return,True,2016-09-22T13:41:58.000+0000,False,False,005G0000002gy7yIAA,2016-09-21T18:14:45.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416)985-3531,(416) 985-3531,lawrence@lgadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3480.0
5001600000uVA0nAAG,False,,00010921,003G0000018f6jGIAQ,001G000000urMu1IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Sept. 21/16- Life Claim/Survivor Benefits,Medium,"HO Approved Employee Application with no signature.  Member deceased but satisfied the waiting  period.
Sept. 21/16-Life Claim paid to JW sent to Dave.  Waiting for Survivor Benefits.
Oct. 12/16- Survivor Benefits approved from Aug. 14/16 to Aug. 13/18- delivered personally to Dave",True,2016-09-21T18:29:10.000+0000,False,False,005G0000002gy4AIAQ,2016-09-21T18:29:00.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)735-1500,(613) 585-1500,dave@theinsuranceman.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkTyAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3480.0
5001600000uVNqWAAW,False,,00010922,0031600002B7wKZAAZ,0011600001l4YGJAA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Termination of Life Insurance at age 65,High,"I had sent Dale a Cov. Report from GN with recent amendment info and she noticed her Life coverage had been terminated.  I contacted SMA and was told it was due to fact she had been declined for STD prior to age 65.
Would this be the case if she was actively at work before her age 65--emailed SMA?",True,2016-10-19T15:48:13.000+0000,False,False,005G0000002gyFkIAI,2016-09-22T19:16:41.000+0000,005G0000002gyFkIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(204)256-2898,,meyauto@mts.net,,,,,,,,,,,,,,,0.0,,0011600001l4YGJAA2,0.0,False,,,,,,005G0000002gyFkIAI,,,,,,,0.0,0.0,0.0,,False,3479.0
5001600000uVOjsAAG,False,,00010923,003G0000018f6TFIAY,001G000000urMp8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ongoing HSP Arrears,High,$1084.98 outstanding since HSP portion of plan was terminated in Nov. 2016.,True,2016-10-19T15:56:02.000+0000,False,False,005G0000002gyFkIAI,2016-09-22T20:08:01.000+0000,005G0000002gyFkIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(807)343-4788X4228,,david.martin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjG1AAK,0.0,False,,,,,,005G0000002gyFkIAI,,,,,,,0.0,0.0,0.0,,False,3479.0
5001600000uVPj0AAG,False,,00010924,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#100595 - Sept 22nd, 2016 - Head Office Exception beyond 4 month rule",Medium,"Employee was to be terminated October 30th, 2015.  This was not processed in error.  Request to terminate back to October 30th, 2015 approved by Maggie Pichette. Mg.",True,2016-09-22T21:14:59.000+0000,False,False,005G0000002gxymIAA,2016-09-22T21:14:54.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUkDmAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3479.0
5001600000uVTkeAAG,False,,00010961,0031600002VKLYwAAP,0011600001lUjkjAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,claims paid to JASH Trust,Medium,Court order sent to claims on September 23 for claims payments to be directed to the Trust as all expenses for the children are paid through it.,True,2016-09-23T12:07:12.000+0000,False,False,005G0000002gy6XIAQ,2016-09-23T12:06:59.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905) 738-3334,,,,,,,,,,,,,,,,,0.0,,0011600001lUjkjAAC,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,3478.0
5001600000uVWA4AAO,False,,00010962,0031600002RBRLWAA5,0011600001lUn0MAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"OE - October 1, 2016",High,"11 new employees to add
waiting for client to advise of completed forms
Update: Sept 30th - now 14 people and submitting to HO today

October 5th - request declined.  Requested additional explanation from member admin as it had been referred to an FA

October 6th - gave Erin Peters more information pertaining to the case

October 17th - OE approved for 11 members and all docs sent to H/O on October 18th via interoffice mail.  Advisor and Account Manager aware of decision

Nov 2 - recd drug cards at SMC and will courier with confirmation statements from GNPA to PA overnight.  PA is not in the office today. 

Case Closed!",True,2016-10-18T19:54:05.000+0000,False,False,00516000006ZyLxAAK,2016-09-23T15:22:12.000+0000,00516000006ZyLxAAK,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403) 584-6208,,office@kaewest.com,(403) 545-6258,,,,,,,,,,,,,,0.0,,0011600001lUn0MAAS,0.0,False,,,,,,00516000006ZyLxAAK,,,,,,,0.0,0.0,0.0,,False,3478.0
5001600000uVXWVAA4,False,,00010963,003G000001MpDdxIAF,001G000000urMptIAE,,,,,,,,In Progress,,In Person,,client family planning,Medium,potential ci positing,False,,False,False,00516000006lhhKAAQ,2016-09-23T16:39:22.000+0000,00516000006lhhKAAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(519)860-5506,(519) 860-5506,christian@willowtreewealth.com,(519)679-0958,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhKAAQ,,,,,,,0.0,0.0,0.0,,False,3478.0
5001600000uVZsAAAW,False,,00010976,003G0000024MeB7IAK,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Phone,,Qst sur VU multivie,Low,"Qu'advient-il si l'assuré principal décède en premier
Garantie qui ne sera plus offerte à partir de 2017",False,,False,False,00516000006ZyH2AAK,2016-09-23T18:47:24.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(819)769-0665,(819) 620-3422,dany.morin@gwl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,70116000000wwcZAAQ,,,,0.0,0.0,0.0,,False,3478.0
5001600000uVronAAC,False,,00010977,003G0000018f7qdIAA,001G000000urN4GIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,OPEN ENROLMENT REQUEST,High,"Sabrina excepted Open Enrolment effective Oct 1st 2016  and apps as well as conf email and submission form was mailed to Sabrina Sept 30th 2016. 


Hi Sabrina, 

Please forward to the correct person should it not be you. 

The advisor for policy 225203 is requesting we have an open enrolment for the following 5 employees: 

S Keating 
D Archibald 
B Rathbone 
L Kingshott 
B  Whorrall 

The reason these employees were not added is due to an administrative oversight. The advisor is acting as PA and was not aware these employees were eligible employees until recently. All of the employees are actively at work, with no pending disability claims. 

I am working with the advisor and the client to have the employer select a PA within the business to avoid future oversights. I will be conducting PA training with the new PA once they are set up via GroupNet. 

I have all original applications and will await for your decision. 

Please advise me if anything else is required.",True,2016-09-30T18:46:49.000+0000,False,False,00516000006kda0AAA,2016-09-26T15:42:08.000+0000,00516000006kda0AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(705) 942-5588,(705) 255-2769,serge.viau@viaufinancialgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUffQAAS,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3475.0
5001600000uVrzgAAC,False,,00010978,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,HSP Discrepency Amounts,Low,"April 21, 2016 - Received a phone call form Advisor requesting current HSP report as client feels ee amount are not correct

April 22 - Received report from head office and sent to Advisor
             - Advisor called to say the amounts do not match clients records and are too high. Sent email to head office for clarification. Head office replied with email attachment showing direction from client to alter initial amounts for opening balance of HSP.

June 8th, 2016 - requested a list of each claim paid per person paid out in 2015 for an HSP account

June 21st, 2016 - Confirmed original error by GWL in inputting incorrect amounts from start up of HSP. Working to correct the amounts and removing the over allotted amounts.

July - Requested many meetings with PA to go over HSP report and met with cancellations. Head office recalculated the amounts on their end and sent a report to us with the revised totals and the PA did her own totals and they did not correlate. We sent the billing statements from initial onset of HSP to current date to show where our calculations and head office's were based on. 

Aug - Still no meeting to date, having trouble connecting with PA

Sept 1-19th - HO adjusted all ee amounts except for PA's as it is more complicated. We need confirmation from PA to go ahead with her adjustments however we are not receiving a response. Advisor has been requested to get involved to try to help resolve.

Oct 7 - Advisor met with PA to discuss HSP

Oct 24 - PA confirmed agreement to adjustments made by HO and no further changes are required.",True,2016-11-10T18:48:36.000+0000,False,False,00516000006lEQWAA2,2016-09-26T15:49:50.000+0000,00516000006lEQWAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,0011600001lUjbjAAC,0.0,False,,,,,,00516000006lEQWAA2,,,,,,,0.0,0.0,0.0,,False,3475.0
5001600000uVu1FAAS,False,,00010979,003G0000018f6RDIAY,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,>150 day arrears,High,"Working through Payment Plan to get group out of arrears/not terminated

* Various emails sent/phone calls made - see client activity history for details",True,2016-10-11T17:57:15.000+0000,False,False,00516000006adlrAAA,2016-09-26T17:24:56.000+0000,00516000006adlrAAA,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(780)448-0676,,doug@silverberggroup.com,,,,,,,,,,,,,,,0.0,,001G0000018dhnYIAQ,0.0,False,,,,,,00516000006adlrAAA,,,,,,,0.0,0.0,0.0,,False,3475.0
5001600000uVuuoAAC,False,,00010980,003G0000018f7QBIAY,001G000000urMyPIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate ownership of LI,Medium,Reviewed client's document and suggested Opco own LI,True,2016-09-26T18:09:35.000+0000,False,False,005G0000002heHMIAY,2016-09-26T18:09:27.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403) 266-5509,(403) 681-3250,jean@watermarkbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3475.0
5001600000uVuxdAAC,False,,00010981,0031600002C6Wn4AAF,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate ownership of LI,Medium,All contact via Paul Li,True,2016-09-26T18:11:25.000+0000,False,False,005G0000002heHMIAY,2016-09-26T18:11:18.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(780)965-5872,,kaymen.huang@planstarfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3475.0
5001600000uVxddAAC,False,,00010982,003G0000018f7C4IAI,001G000000urMrpIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Sept. 26/16- Life Claim,Medium,"Sept. 26/16 Gus to pick up Life claim for KG of $15,004.73",True,2016-09-26T20:38:42.000+0000,False,False,005G0000002gy4AIAQ,2016-09-26T20:38:35.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUcM9AAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3475.0
5001600000uW0ojAAC,False,,00010983,003G0000018f7TuIAI,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#289562 - Sept 26th, 2016 - Head Office Exception beyond the 4 month rule",Medium,"Id#3 left the company January 1st, 2016 but was forgotten to be terminated from the plan. - Brenda McCormick approved termination back to January 2016. Mg.",True,2016-09-27T11:29:07.000+0000,False,False,005G0000002gxymIAA,2016-09-27T11:29:00.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)226-1964,x 398,mhamilton@capcorp.ca,,,,,,,,,,,,,,,0.0,,001G000000xNt9iIAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3474.0
5001600000uW172AAC,False,,00010984,003G0000018f7TNIAY,001G000000urN3XIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Booklet for admin class 4, was printed incorrectly",Medium,"The booklet for admin class 4 was printed incorrectly, showing a 3 month waiting period and it should have been a 12 month waiting.  we gave this informtion to Val and the client and they  advised he employee their benefits would start in in 3 months after doe.   head office has since fixed the booklet and i have now asked for them to reconsider this ee and have benefits start at 3 month mark",True,2016-09-29T17:05:29.000+0000,False,False,005G0000002gy4FIAQ,2016-09-27T12:52:31.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 260-3333 x 222,(613) 978-7526,gsauve@sauvesolutions.com,,,,,,,,,,,,,,,0.0,,0011600001lUf7dAAC,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3474.0
5001600000uW39oAAC,False,,00010985,003G000001NrjhwIAB,001G000000urMqVIAU,,,,,,Selectpac,,In Progress,,In Person,,Carol Electric,Medium,Closed last week.  Approximately 40k in selectpac premium,False,,False,False,00516000006nRRLAA2,2016-09-27T14:54:41.000+0000,00516000006nRRLAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416)366-2971,(416) 580-8022,peter@civitasfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3474.0
5001600000uW4e9AAC,False,,00010986,003G0000018f7xUIAQ,001G000000urN7QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-gratia Dental claim for one of Partners  Sept 2016,Medium,Pat contacted our office upset because of declined claim brought up at tough renewal delivery.  Pat requested exception to have paid--did not want to have client use existing MRP.  Approved by M&DS and $558.20 paid out.,True,2016-10-19T15:47:30.000+0000,False,False,005G0000002gyFkIAI,2016-09-27T16:04:07.000+0000,005G0000002gyFkIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(204) 982-3636,(204) 955-1728,pgarrity@gpsfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001l4YI4AAM,0.0,False,,,,,,005G0000002gyFkIAI,,,,,,,0.0,0.0,0.0,,False,3474.0
5001600000uW7gMAAS,False,,00010987,003G0000018f7qfIAA,001G000000urN9sIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,amendement pour augmenter le MSPA au 1er octobre,Medium,documents remis à MTL amendement le 22 septembre,True,2016-10-06T19:26:12.000+0000,False,False,005G0000002gy6tIAA,2016-09-27T18:36:26.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(819) 842-4343,(819) 578-4343,assurance@yvonmartineau.ca,(819) 842-3123,,,,,,,,,,,,,,0.0,,0011600001lUgiQAAS,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3474.0
5001600000uW7uEAAS,False,,00010988,003G0000018f7qfIAA,001G000000urN9sIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,amendement,Medium,"remis à MTL amendement le 26 septembre, courriel du client pour augmenter les MSPA en date du 1er octobre.",True,2017-02-08T15:28:00.000+0000,False,False,005G0000002gy6tIAA,2016-09-27T18:47:25.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(819) 842-4343,(819) 578-4343,assurance@yvonmartineau.ca,(819) 842-3123,,,,,,,,,,,,,,0.0,,0011600001lUgiIAAS,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3474.0
5001600000uW802AAC,False,,00010989,003G000001B4ZunIAF,001G000000vlfemIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,amendement,Medium,"21 sept. remis à MTL amendement , courriel du client pour changer le nombre minimum d'heures au contrat et aussi pour adherer une employée qui n'était pas eligible avant la date de l'amendement.",True,2017-02-08T15:25:00.000+0000,False,False,005G0000002gy6tIAA,2016-09-27T18:52:38.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514) 253-5221,,bbourque@vezinainc.com,,,,,,,,,,,,,,,0.0,,0011600001lUgj8AAC,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3474.0
5001600000uW90IAAS,False,,00010990,003G0000020tUbAIAU,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Moving 10% fee free from Segs to QGOF,Medium,"He asked if simply he opens the new plan on Investment Centre without an application also?  NO - sign a new application with Quadrus and create the plan on IC.

Then redeem 10% using TARI or NON REG TARI to move funds between plans.",True,2016-09-27T19:47:35.000+0000,False,False,005G0000002gy7yIAA,2016-09-27T19:47:29.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,mukesh.gupta@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3474.0
5001600000uWBSFAA4,False,,00010991,0030A0000029mDcQAI,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Claim - ID 14,Medium,"October 25 2016: Life claim form sent to Head Office.

October 18, 2016: Sent follow up to advisor. Have not received yet.

Sept 27, 2016: Received notification from the advisor that EE passed away suddenly. Have sent the Life Claim form for Advisor for completion.",True,2016-10-25T18:34:04.000+0000,False,False,005G0000002gyDHIAY,2016-09-27T22:52:44.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(604)575-9160,(604) 807-3084,balwinderchahal@yahoo.com,(877)397-5276,,,,,,,,,,,,,,0.0,,0011600001wxjGHAAY,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3474.0
5001600000uWBb7AAG,False,,00010992,0031600002G4oRKAAZ,001G000000urN2DIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,"Multiple amendments, terminating a division, delay due to arrears",Medium,Clearly mentioned this has been ongoing for some time and client is frustrated.  Started with Jackie and Braeden then moved to Reed. I have reached out to Reed to see if help is needed.,True,2016-10-30T15:11:24.000+0000,False,False,005G0000002gyGzIAI,2016-09-27T23:10:32.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(604) 687-4761,,cquinn@granvillewest.com,,,,,,,,,,,,,,,0.0,,0011600001lUmT0AAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3474.0
5001600000uWE3jAAG,False,,00010993,003G0000018f7DGIAY,0011600001wRaXsAAK,,,,,,Life,,In Progress,,In Person,,Oscar Term-Corporate COnversion,Medium,"Seems handled.  Paperwork is submitted, 10-15k of premium on 500k conversion",False,,False,False,00516000006nRRLAA2,2016-09-28T13:02:22.000+0000,00516000006nRRLAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(647)349-7070,(647) 808-7700,elke@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,1.0,0.0,0.0,,False,3473.0
5001600000uWEX0AAO,False,,00010994,003G0000018f7OoIAI,0015o000008CyqrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,adhésion massive,Medium,4 formulaires,True,2016-09-28T13:42:26.000+0000,False,False,005G0000004dyL5IAI,2016-09-28T13:34:54.000+0000,005G0000004dyL5IAI,2024-08-08T19:13:18.000+0000,0055o0000019VX9AAM,2024-08-08T19:13:19.000+0000,(450) 878-3051,(514) 918-7468,roger.d@delta-experts.ca,,,,,,,,,,,,,,,0.0,,0011600001uIcSRAA0,0.0,False,,,,,,005G0000004dyL5IAI,,,,,,,0.0,0.0,0.0,,False,3473.0
5001600000uWMQvAAO,False,,00010995,003G0000018f7bhIAA,001G000000urN85IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,demande exception pour date d'effet changements de salaire suite à ild,Medium,,False,,False,False,005G0000002gy7VIAQ,2016-09-28T19:09:44.000+0000,005G0000002gy7VIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514) 244-1086,(514) 244-1086,sm.collectifs@oricom.ca,(514) 498-4793,,,,,,,,,,,,,,0.0,,001G000001ZC7HaIAL,0.0,False,,,,,,005G0000002gy7VIAQ,,,,,,,0.0,0.0,0.0,,False,3473.0
5001600000uWPaMAAW,False,,00010996,003G0000018f6lxIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Immediate Financing Arrangement,Medium,All contact via Paul Li,True,2016-09-28T21:18:30.000+0000,False,False,005G0000002heHMIAY,2016-09-28T21:13:27.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(780) 428-8585 x4248,,nathan.yang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3473.0
5001600000uWbfFAAS,False,,00010997,003G0000018f6hOIAQ,001G000000urMqrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Have Kelvin prepare a Pro-forma HNW for a client,Medium,,True,2016-10-05T15:31:54.000+0000,False,False,005G0000002gy7yIAA,2016-09-29T14:22:09.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)277-1234,(416) 432-0222,jferreiraf@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0vIAA,,,,0.0,0.0,0.0,,False,3472.0
5001600000uWiDGAA0,False,,00010998,003G0000018f7g1IAA,001G000000urN8QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,amendement pour créer une classe RAMQ opt-out et transférer le cert 3 sans surprime,Medium,,True,2017-02-08T15:29:16.000+0000,False,False,005G0000002gy6tIAA,2016-09-29T18:23:48.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514)491-2227,(514) 912-2227,jruggieri88@gmail.com,,,,,,,,,,,,,,,0.0,,001G000001EWkkYIAT,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3472.0
5001600000uWjzGAAS,False,,00010999,0031600002SPs5fAAD,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Spouse Added Incorrectly to Plan,Medium,"To: Maria.Koropas@gwl.ca 
Hi Maria, 

Not meaning to be a bother, but any news on this one? I know it’s really probably quite a mess to figure out but any updates? 

Either way please let me know. 

Thank you, 

Dana 


Dana McAvoy, BSc. 
Service Specialist, Employee Benefits 
Sales and Marketing Centre 
GREAT-WEST LIFE 
#600, 1122 - 4th Street SW 
Calgary, AB T2R 1M1 
Direct Dial: (403) 750-2115 
Toll Free: 1 (888) 790-1976, ext. 2115 
Fax: (403) 750-2150 



	The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

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_____________________________________________ 
From: McAvoy, Dana 
Sent: Wednesday, September 14, 2016 12:44 PM 
To: Koropas, Maria 
Subject: 289343,E000000005,SP 
Importance: High 


Hi Maria, 

I hope you’ve been having a great week so far! 

We have an bit of a tricky situation that has come about with the above group – Louise & Joe had suggested I reach out to you for assistance/insight. 

Here is the run-down: 
ID 5 was enrolled on this plan since its inception (June 1st, 2013) with SP as his ex-spouse on the plan (as his spouse). His previous advisor told him she could be a dependent on the plan even if they weren’t still married, and they did not have a legal agreement to cover her. 
Our claims office just found out about this, and is certain that the divorce was finalized in 2012, so they issued a letter to the client on the 25th of August to alert him of this. This will result in us requesting money back from him for an overpayment for her claims for the past 3 years. 

Anthony is also the group’s plan administrator & president of the company, so he is familiar with our renewal process. This is a small group so her claims have made an impact on the group’s experience, and we have already increased their premiums over the years to accommodate the claims she has made. 
His advisor from Silverberg Group has requested that we therefore remove SP from the plan as of a current date, and not have an overpayment issued, since the group has already been paying for her with their increased rates every renewal. If we do decide to remove her retroactively to inception, he has also asked that we remove all of her claims from the group’s experience since inception, and factor in to the group’s renewals/issue reimbursement. 

	That being said, we were hoping we could request an exception to keep SP enrolled and remove her effective October 1st with no back-payments for her claims, as this is the most straight-forward way to remedy the solution, since it was missed on our end for so long. 

	Please let me know if something like this is possible, and if we need to get in contact with other departments as well for this request. 

Thank you very much for all of your help already with these tricky scenarios!! 

Dana 


Dana McAvoy, BSc. 
Service Specialist, Employee Benefits 
Sales and Marketing Centre 
GREAT-WEST LIFE 
#600, 1122 - 4th Street SW 
Calgary, AB T2R 1M1 
Direct Dial: (403) 750-2115 
Toll Free: 1 (888) 790-1976, ext. 2115 
Fax: (403) 750-2150 

 << OLE Object: Picture (Device Independent Bitmap) >> 

	The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

If you no longer wish to receive these messages simply reply with the word ""unsubscribe"" in the subject line. 
_____________________________________________ 
From: McAvoy, Dana 
Sent: Tuesday, August 30, 2016 3:47 PM 
To: Gregor, Deb 
Subject: RE: 289343,E000000005,SP 
Importance: High 


Hi Deb, 

I was just able to get in touch with the advisor on this one, and we wanted to make sure we are understanding this scenario 100% before we get in touch with the client again. 

For the $460 in pended claims, was reimbursement already issued to the client? Or is this amount just held in suspension and no money has been paid out by us yet to the client? 

I see that once we confirm the date of divorce, other payments will be considered an overpayment and the client will need to reimburse us. 

Please let me know if I am correct in my understanding, 

Thank you in advance, 
Dana 

Dana McAvoy, BSc. 
Service Specialist, Employee Benefits 
Sales and Marketing Centre 
GREAT-WEST LIFE 
#600, 1122 - 4th Street SW 
Calgary, AB T2R 1M1 
Direct Dial: (403) 750-2115 
Toll Free: 1 (888) 790-1976, ext. 2115 
Fax: (403) 750-2150 

 << OLE Object: Picture (Device Independent Bitmap) >> 

	The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

If you no longer wish to receive these messages simply reply with the word ""unsubscribe"" in the subject line. 


_____________________________________________ 
From: Gregor, Deb 
Sent: Wednesday, August 24, 2016 10:39 AM 
To: McAvoy, Dana 
Cc: Gregor, Deb 
Subject: FW: 289343,E000000005,,SP 


Hi Dana, 

Thank you for getting back to me. I was able to obtain a copy of the letter that was sent to the member in June, and it does indicate that this will be handled as an overpayment. I am forwarding the letter to you. 

Regards, << Message: RE: - RUSH - Medical Pend Response - ANTHONY STEWART Plan/ID: 289343, E000000005 >> 

Deb Gregor 
Acting Service Leader 
Group Customer Contact Services-London 
Phone number 1-204-942-3005 ext 5517 
Fax (519)435-7530 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 


_____________________________________________ 
From: McAvoy, Dana 
Sent: Wednesday, August 24, 2016 11:28 AM 
To: Gregor, Deb 
Subject: RE: 289343,E000000005,SP 


Hi Deb, 

I have left the advisor of this group a message but they haven’t got back to me yet. I will let you know as soon as I hear back, as I will be sending an email follow up today! 

Thank you for this, 

Dana 

Dana McAvoy, BSc. 
Service Specialist, Employee Benefits 
Sales and Marketing Centre 
GREAT-WEST LIFE 
#600, 1122 - 4th Street SW 
Calgary, AB T2R 1M1 
Direct Dial: (403) 750-2115 
Toll Free: 1 (888) 790-1976, ext. 2115 
Fax: (403) 750-2150 

 << OLE Object: Picture (Device Independent Bitmap) >> 

	The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

If you no longer wish to receive these messages simply reply with the word ""unsubscribe"" in the subject line. 







_____________________________________________ 
From: Gregor, Deb 
Sent: Monday, August 22, 2016 12:04 PM 
To: McAvoy, Dana 
Subject: 289343,E000000005,SP 


Hello Dana, 

This is the plan and ID that we discussed on Friday. SP is the x-spouse, but the member/administrator was advised by the broker that she can be covered under the policy, despite not having a court order. 

I left a message with the member on Friday, but have not yet heard back from him. I am going to try to reach him again this afternoon, but before I do, I wondered if you have an update on how this will be handled. 

Thank you 

Deb Gregor 
Acting Service Leader 
Group Customer Contact Services-London 
Phone number 1-204-942-3005 ext 5517 
Fax (519)435-7530 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2016-10-11T17:54:18.000+0000,False,False,00516000006adlrAAA,2016-09-29T19:36:00.000+0000,00516000006adlrAAA,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUfohAAC,0.0,False,,,,,,00516000006adlrAAA,,,,,,,0.0,0.0,0.0,,False,3472.0
5001600000uWmUuAAK,False,,00011036,003G000001dOQFJIA4,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Late Applicants,Medium,"Employees Francisco Martinez and Winnie Wu are late apps. 
Waiting period must be changed to have them not considered late apps.

Sept 30-Daisy confirmed only Winnie Wu is late application. Francisco is part time and not eligible for coverage. Winnie's DOE is Feb 1, 2016. Letter of direction incoming from PA to change WP for existing ee to 6 months.",True,2016-11-22T20:11:52.000+0000,False,False,00516000006aAqnAAE,2016-09-29T21:41:27.000+0000,00516000006aAqnAAE,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(778) 829-3214,,henrydaisy2001@yahoo.com,,,,,,,,,,,,,,,0.0,,0011600001uHXOrAAO,0.0,False,,,,,,00516000006aAqnAAE,,,,,,,1.0,0.0,0.0,,False,3472.0
5001600000uWtkuAAC,False,,00011037,003G000001AONSQIA5,001G000000urMu5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Exception to add late dependent,Medium,Employer has an internal process that common law have to live together for 1 year before going on their plan.,True,2016-09-30T13:28:01.000+0000,False,False,005G0000002gy6XIAQ,2016-09-30T13:27:22.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(519) 432-6199 ext. 223,(226) 980-9500,tyson.glassier@spmfinancial.ca,(519) 432-6197,,,,,,,,,,,Other,,,0.0,,0011600001tkCMFAA2,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,3471.0
5001600000uWudpAAC,False,,00011038,0031600002OlzUuAAJ,001G000000urMouIAE,,,,,,Life,,More Information Required,,In Person,,permium vacation on three small life cases and new contract at $450 per month,Medium,,False,,False,False,00516000006lhizAAA,2016-09-30T14:24:13.000+0000,00516000006lhizAAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(204)223-6914,(204) 223-6914,alen.hamzic@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhizAAA,,,,,,,0.0,0.0,0.0,,False,3471.0
5001600000uWvjFAAS,False,,00011039,003G0000018f7KxIAI,001G000000urMqiIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Manulife Dividend fund top performer and do our dividend funds hold up ?,Medium,Our Mackenzie Dividend at LL is the closest in the Canadian Dividend space.  Add in Global Dividend setanta and we are pretty good,True,2016-09-30T15:09:27.000+0000,False,False,005G0000002gy7yIAA,2016-09-30T15:09:16.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)276-1177X365,(416) 917-1800,shirleylee@primeanchor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3471.0
5001600000uWw4mAAC,False,,00011040,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning,Medium,,True,2016-09-30T15:19:07.000+0000,False,False,005G0000002heHMIAY,2016-09-30T15:18:55.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3471.0
5001600000uWwqHAAS,False,,00011041,003G000001F5T2oIAF,001G000000vlcSzIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,#60 removed dental restricton,Medium,"Good news !  Head has accepted my request to removed on an exceptional basis the dental restriction for her.

Please ensure that the client know that any future request to removed the dental restrictions will be declined. 

In order to have her claim reassessed, the employee will need to call at the customer service at 1-800-957-9777.",True,2016-09-30T15:44:14.000+0000,False,False,005G0000002gxzsIAA,2016-09-30T15:44:06.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514) 866-3221,,lesjr@pensionplanningcentre.com,,,,,,,,,,,,,,,0.0,,0011600001lUkwpAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3471.0
5001600000uX0nCAAS,False,,00011042,0030A000006neoXQAQ,001G000000vlcSzIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,cliente a demandé une cotation pour connaitre les nouveaux taux si elle augmente la couverture des soins oculaires à $300.00,Medium,"lui ai donné les nouveaux taux qui ont été confirmés par Alex.

célibataire: 12.99 et familial 29.47",True,2017-02-08T15:26:37.000+0000,False,False,005G0000002gy6tIAA,2016-09-30T17:13:29.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514)231-9039,,mariaalescio@hotmail.com,(514)448-9066,,,,,,,,,,,,,,0.0,,0011600001lUle3AAC,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3471.0
5001600000uX0w4AAC,False,,00011043,0031600002T2Gu5AAF,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Non-resident investment opportunity,Medium,"Non resident prospect, interested in investment in Canada, with son in Canada on student visa and SIN. 

Advised that it is possible for the client to open Seg account as long as the annuitant is Canadian residence.",True,2016-09-30T17:20:55.000+0000,False,False,005G0000002gyCuIAI,2016-09-30T17:20:34.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,shenmo.yin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3471.0
5001600000uX1qIAAS,False,,00011044,0031600002CkYryAAF,001G000000urMr2IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,RESP Portfolios Optimization,Medium,Advisor has several RESP cases need to adjust the investment portfolios for the clients.,True,2016-09-30T18:04:55.000+0000,False,False,005G0000002gyCuIAI,2016-09-30T18:03:37.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)475-0122,(647) 710-8388,ying.meng@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Analysis Document,1.0,0.0,0.0,,False,3471.0
5001600000uX2hIAAS,False,,00011045,0031600002MCTOHAA5,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,RRIF Withdraw Increase,Medium,"Client is thinking about increase the monthly RRIF withdraw. but also want to know how long his saving will last after the change. provided the advisor with an excel spread sheet, giving the approximate ideas.",True,2016-09-30T18:22:15.000+0000,False,False,005G0000002gyCuIAI,2016-09-30T18:22:07.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416) 789-4527 X424,,david.gajewski@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0CIAQ,,,Analysis Document,1.0,0.0,0.0,,False,3471.0
5001600000uX2yrAAC,False,,00011046,0031600002Rdyg8AAB,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Investment inquiry from non residence prospects,Medium,"Advisor has several prospects staying in Canada with the young students, are willing to invest some of their assets in Canada. 

Inform the potential of the investment account of Seg funds.",True,2016-09-30T18:29:47.000+0000,False,False,005G0000002gyCuIAI,2016-09-30T18:29:39.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(647)896-9539,(647) 896-9539,yijiezhang@aurawealth.onmicrosoft.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3471.0
5001600000uX4MzAAK,False,,00011047,003G0000018f7uVIAQ,001G000000urN0CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia request,Medium,"The employee, Rhonda Sampson, submitted a claim for a Twinrix vaccination in the amount of $72.11 on August 18, 2016 and the claim was declined as vaccinations are not covered under the plan.

This is a new group with Great West Life, effective August 1, 2016, and employees were told that their benefits would be the same as under their previous carrier, Sun Life. Rhonda already had two Twinrix vaccinations covered under the Sun Life plan and as this was her final Twinrix vaccination, we are requesting to have this claim paid on an ex-gratia basis.

Going forward, we are adding vaccination coverage to this plan to ensure coverage for all employees however we are requesting that this claim be paid now so that Rhonda's expenses can be covered.",True,2016-09-30T19:24:15.000+0000,False,False,005160000070kMqAAI,2016-09-30T19:23:50.000+0000,005160000070kMqAAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(250) 585-8696,,dreid@rfpc.ca,(250) 585-8696,,,,,,,,,,,,,,0.0,,0011600001uIOOhAAO,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3471.0
5001600000uX4Q3AAK,False,,00011048,003G0000018f7yIIAQ,001G000000urN7lIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,LTD NEM Increase for disabled employee,,"EE ID#1 went on disability Sept 9, 15 - the NEM was increased for this plan on Sept 27, 15.  
I went to an underwriter who did agree to backdate the increase in NEM for this employee.",False,,False,False,005G0000004cSRVIA2,2016-09-30T19:26:37.000+0000,005G0000004cSRVIA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(204) 275-1300,(204) 791-0822,pcloutier7@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcwaAAC,0.0,False,,,,,,005G0000004cSRVIA2,,,,,,,0.0,0.0,0.0,,False,3471.0
5001600000uXNNqAAO,False,,00011049,003G0000018f76JIAQ,001G000000urMsXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,amend pour ajout classe propriétaire,Medium,"ajout classe prop pour Geneviève Maheux + ajout PRFM pour frais d'ergothérapie.  en attente des documents originaux.  

prime payable à 100% par er moins ild",True,2017-02-06T11:53:47.000+0000,False,False,005G0000002gxzbIAA,2016-10-03T15:43:38.000+0000,005G0000002gxzbIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(438)372-6289,(514) 265-5981,stephan.breault@csf95.com,,,,,,,,,,,,,,,0.0,,0011600001o5nKLAAY,0.0,False,,,,,,005G0000002gxzbIAA,,,,,,,0.0,0.0,0.0,,False,3468.0
5001600000uXQfwAAG,False,,00011050,003G0000018f6f6IAA,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Jean-Francois Tougas,Medium,Advisor d IC as they had a review/rebalancing of the account to be done - advisor is meeting client the week of October 3rd,True,2016-10-03T17:39:03.000+0000,False,False,005G0000002gy8MIAQ,2016-10-03T17:35:17.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514)497-0918,(514) 497-0918,paolo.bove@crwfinancialgroup.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,2.0,0.0,0.0,,False,3468.0
5001600000uXThbAAG,False,,00011051,003G0000018f7oTIAQ,001G000000urNAcIAM,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,ROY YVES,Medium,"Client would like to rebalance portfolio - thinks it's stagnating, but it's doing ok it's mostly the US $ account due to the currency - not the funds performance -",True,2016-10-04T02:45:34.000+0000,False,False,005G0000002gy8MIAQ,2016-10-03T19:16:11.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(418)313-7243,(418) 313-7243,martin.fortier@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,2.0,0.0,0.0,,False,3468.0
5001600000uXnIJAA0,False,,00011052,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#291064 - Oct 5th, 2016 - Head Office Exception beyond 4 month rule",Medium,"Oct 5t, 2016 - Tina contacted me with an issue where the PM )(Id#4) had requested that coverage be waived back to March 2015.  Tina confirmed that she processed this, however it was never done.  We requested to waive coverage back to March 2015 and it was approved by Maria Cabral. Mg.",True,2016-10-05T12:16:03.000+0000,False,False,005G0000002gxymIAA,2016-10-05T12:15:56.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,001G0000018dEtfIAE,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3466.0
5001600000vI1zVAAS,False,,00011065,003G0000018f7xbIAA,0015o000008CydJAAS,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,ExGratia Request,,"Sept 30, 2016 - ExGratia  exception request approved  Dental $ 1116.90",False,,False,False,005G0000004cSRVIA2,2016-10-05T17:12:14.000+0000,005G0000004cSRVIA2,2023-07-14T12:18:00.000+0000,0055o0000019VX9AAM,2023-07-14T12:18:04.000+0000,,,rveito@tipipartners.com,,,,,,,,,,,,,,,0.0,,0011600001l4YIbAAM,0.0,False,,,,,,005G0000004cSRVIA2,,,,,,,0.0,0.0,0.0,,False,3466.0
5001600000vI92aAAC,False,,00011066,0031600002RdyN8AAJ,001G000000urMouIAE,,,,,,Life,,In Progress,,In Person,,Peggy Barker,Medium,Existing client with small RSP converting to RRIF.  Also will be showing Insured Asset Transfer Strategy for existing LL non-registered investment. Approx $4600 annual premium. Meeting scheduled for Oct 28th.,False,,False,False,00516000006lhj0AAA,2016-10-06T00:41:58.000+0000,00516000006lhj0AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,(204) 292-0789,sheng.li@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhj0AAA,,,,,,,0.0,0.0,0.0,,False,3466.0
5001600000vIBdIAAW,False,,00011068,0031600002RdyHjAAJ,001G000000urMqVIAU,,,,,,Segregated Fund,,In Progress,,In Person,,Grandmother -100k-140k,Medium,"Conservative client.  Seg TARi for non reg, 50k to TFSA and 50 to non reg.",False,,False,False,00516000006nRRLAA2,2016-10-06T14:04:49.000+0000,00516000006nRRLAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416)770-1677,(416) 770-1677,ben@founderswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3465.0
5001600000vIBfOAAW,False,,00011069,0031600002RdyHjAAJ,001G000000urMqVIAU,,,,,,CI,,In Progress,,In Person,,Storey,Medium,Small investment and CI opportunity.  To be closed this weekend.  No help needed.,False,,False,False,00516000006nRRLAA2,2016-10-06T14:06:46.000+0000,00516000006nRRLAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416)770-1677,(416) 770-1677,ben@founderswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,1.0,0.0,0.0,,False,3465.0
5001600000vIBfsAAG,False,,00011070,003G0000018f7ItIAI,001G000000urMvlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,maturing an LIB RRSP into a LIB RRIF,Medium,We discussed what this does (guaranteed income for life) and that you can't commingle 2 RSP's into an LIB RRIF.  The other RRSP has to be matured into a RRIF separately,True,2016-10-06T14:07:18.000+0000,False,False,005G0000002gy7yIAA,2016-10-06T14:07:07.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)276-1177,(416) 347-3728,rharoutunian@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3465.0
5001600000vICKvAAO,False,,00011071,0031600002ISXVCAA5,001G000000urMqVIAU,,,,,,Mutual Fund,,In Progress,,In Person,,,Medium,Momma Boeckh -  TFSA portfolio build for current comparison.  parameters not yet known.  Close in October if to be done.,False,,False,False,00516000006nRRLAA2,2016-10-06T14:43:47.000+0000,00516000006nRRLAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416) 366-2971,,stephen.boeckh@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3465.0
5001600000vICMcAAO,False,,00011072,0031600002ISXVCAA5,001G000000urMqVIAU,,,,,,,,In Progress,,In Person,,Uncle boeckh,Medium,10-15k premium opportunity for inter generational wealth transfer.  Same as for father.  Had conversation over phone with deck build to happen Thursday for a Thanksgiving reco.,False,,False,False,00516000006nRRLAA2,2016-10-06T14:45:36.000+0000,00516000006nRRLAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416) 366-2971,,stephen.boeckh@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3465.0
5001600000vIHCSAA4,False,,00011073,0031600002RB4wGAAT,0011600001lUn2TAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Life Claim: PA,Medium,"spoke to owner and PA passed away unexpectedly last week from a brain aneurysm.  Provided direction via email on the life claim form, GNPA access as well as information about survivorship benefits.  Advisor copied in as well.
Oct 26 - everything received except SS card.  Will send to owner when received.
Oct 28 - couriering package to the plant per owner's instructions.",True,2016-10-28T17:42:02.000+0000,False,False,00516000006ZyLxAAK,2016-10-06T18:53:57.000+0000,00516000006ZyLxAAK,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)320-2777,,,(403) 329-4228,,,,,,,,,,,,,,0.0,,0011600001lUn2TAAS,0.0,False,,,,,,00516000006ZyLxAAK,,,,,,,0.0,0.0,0.0,,False,3465.0
5001600000vIHXLAA4,False,,00011074,003G000001C3YtCIAV,001G000000wjNrEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Potential open enrollment situation,Medium,"Oct 6/16,  there is a possible 12 people that are not registered on the plan and should be.    Am getting information required in order to go to head office for approval.",True,2016-10-06T19:12:21.000+0000,False,False,005G0000002gy4FIAQ,2016-10-06T19:12:06.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 798-7700,,patrick.dowling@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001m2g67AAA,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3465.0
5001600000vII6LAAW,False,,00011075,003G0000018f7TKIAY,001G000000urN3IIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,employee appealing his disability claim.   having trouble with gwl requesting information,High,"Carol sent an email , which i forwarded to Kathy tallly, to request a timeline of the events that have happened since aug a11/16.  this is the last time he has received money from us.",True,2016-10-06T19:40:11.000+0000,False,False,005G0000002gy4FIAQ,2016-10-06T19:39:58.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,,,,0.0,,0011600001lUf7FAAS,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3465.0
5001600000vIMPPAA4,False,,00011112,003G0000018f6cqIAA,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Postponed,Product Question,Email,,Qst sur produit hypothécaire de Desjardins,Low,"Envoyé par courriel le Guide de l'adhérent.
Je demeure dispo pour questions.",False,,False,False,00516000006ZyH2AAK,2016-10-07T11:00:30.000+0000,00516000006ZyH2AAK,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,Desjardins,Desjardins,,,0.0,,,0.0,False,,,,,,00516000006ZyH2AAK,,,,,,,0.0,0.0,0.0,,False,3464.0
5001600000vIMeKAAW,False,,00011113,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#212176 October 7th, 2016 - Head Office Exception",Medium,"Client wanted ID#141 added May 17th, 2016 and waive the waiting period back to date of hire - I received a lot of pushback from Head Office, however, the client signed all the appropriate documents and finally Maria Koropas agreed to have this request processed. Mg.",True,2016-10-07T12:21:43.000+0000,False,False,005G0000002gxymIAA,2016-10-07T12:21:37.000+0000,005G0000002gxymIAA,2016-10-07T12:21:43.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUzAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3464.0
5001600000vIMgQAAW,False,,00011114,003G0000018f7TkIAI,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#289728 - October 7th, 2016 - Head Office Exception",Medium,"Id#9 applied for LTD benefits, but was declined due to the employee not meeting the minimum requirements to be on the plan.  As a result, we have requested to terminate the employee back to March 2016 when she was deemed ineligible. Approved by Maria Koropas. Mg.",True,2016-10-07T12:27:11.000+0000,False,False,005G0000002gxymIAA,2016-10-07T12:27:06.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)226-1964,(613) 762-7873,bricher@capcorp.ca,,,,,,,,,,,,,,,0.0,,001G000000yWRGFIA4,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3464.0
5001600000vIMoKAAW,False,,00011115,003G000001EEzKfIAL,001G000000urN9lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,amendement pour augmenter le MSPA en date du 1er octobre,Medium,,True,2016-10-30T20:58:28.000+0000,False,False,005G0000002gy6tIAA,2016-10-07T12:44:58.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514) 317-4202,(514) 222-3590,itheriault@gctheriault.com,,,,,,,,,,,,,,,0.0,,0011600001lUkvmAAC,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3464.0
5001600000vIOS6AAO,False,,00011117,003G0000018f7g1IAA,001G000000urN8QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,severance agreement,Medium,courriel de la cliente envoyé au HO pour procéder un severance agreement pour 2 employés.,True,2016-10-11T12:37:20.000+0000,False,False,005G0000002gy6tIAA,2016-10-07T14:42:23.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514)491-2227,(514) 912-2227,jruggieri88@gmail.com,,,,,,,,,,,,,,,0.0,,001G000001kmkwtIAA,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3464.0
5001600000vIPxtAAG,False,,00011118,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Estate planning,Medium,Cdn parents with child emigrating to US,True,2016-10-07T16:06:11.000+0000,False,False,005G0000002heHMIAY,2016-10-07T16:04:48.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3464.0
5001600000vIQedAAG,False,,00011119,003G0000018f7PMIAY,001G000000urN9nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,#12 - ILD depuis 25 juin 2016,Medium,,True,2016-11-14T15:12:43.000+0000,False,False,005G0000002gxzsIAA,2016-10-07T16:39:34.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(819) 326-5834,(514) 591-2164,michel.gaussiran@cgocable.ca,,,,,,,,,,,,,,,0.0,,0011600001wTJAtAAO,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3464.0
5001600000vIT5jAAG,False,,00011120,003G0000018f7g1IAA,001G000000urN8QIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,j'ai demandé à Tara l'approbation de créer une 2e division avec un seul assuré,Medium,attandre le ok de Tara avant de procéder l'amendement.,True,2017-02-08T15:25:41.000+0000,False,False,005G0000002gy6tIAA,2016-10-07T18:38:57.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514)491-2227,(514) 912-2227,jruggieri88@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUdOIAA0,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,,0.0,0.0,0.0,,False,3464.0
5001600000vIuFkAAK,False,,00011133,003G0000018f740IAA,001G000000urMwbIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,HURTUBISE,Medium,will be including everything in HNW with the subscription of annuity - needs a HNW recommendation for portfolios,True,2016-10-19T22:13:56.000+0000,False,False,005G0000002gy8MIAQ,2016-10-11T14:21:59.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(819)797-9501,(613) 220-1553,nicholas.lafleche@prosphere.ca,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,5.0,0.0,0.0,,False,3460.0
5001600000vIudhAAC,False,,00011134,0031600002C5IO7AAN,0011600001m0oiGAAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"October 1st, 2016 - Open Enrollment",Medium,"Open Enrollment for 3 employees has been approved, October 11th, 2016.",True,2016-10-11T14:40:06.000+0000,False,False,005G0000002gxymIAA,2016-10-11T14:40:00.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 763-1491 x100,(613) 851-5566,hugh@procorpfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001oiau5AAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3460.0
5001600000vIz5nAAC,False,,00011135,003G0000018f6gfIAA,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Gestion Benoit Lussier,Medium,Advisor wanted me to relook at the allocation since the client had decided to not move in the spring and now he wanted to go ahead with the changes before the December changes to the corporate class funds since the new fed budget.,True,2016-10-11T21:30:28.000+0000,False,False,005G0000002gy8MIAQ,2016-10-11T17:40:04.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514)336-2300,(514) 294-3261,robert.tozzi@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Quotation;Presentation,3.0,0.0,0.0,,False,3460.0
5001600000vIzUYAA0,False,,00011136,003G000001IkV7PIAV,001G0000019rLvkIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Findlay,Medium,"As a onetime exception, providing one of the Plan Admin’s, V Godcharles or N Alper confirms in an email or letter that the actual DOE is April 1/15, no pending disability claims and they agree to pay back premiums retro to July 1/15 we will add R Findlay on the plan.

Since the app is assumed lost, we will need a Group Coverage change form completed by the ee and the ‘original’ sent for updating the beneficiary.
The client needs to be reminded to check their billing statements monthly to ensure all eligible employees are on the plan, so these errors are caught earlier.  The client has access to GroupNet now so can add the employees as soon as they are eligible.
The file will be noted with this exception.",True,2016-10-19T17:29:56.000+0000,False,False,005G0000002gxzsIAA,2016-10-11T17:58:17.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514) 937-9303 x206,(514) 862-9461,warren@beneflexquebec.com,,,,,,,,,,,,,,,0.0,,0011600001lUeE6AAK,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3460.0
5001600000vJHmBAAW,False,,00011149,003G0000018f7czIAA,001G000000urNBaIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,OPEN ENROLLMENT,Medium,"The advisor that sold this group did a poor job of having employees enroll.  She basically allowed anyone that didn't want to pay for it to not enroll.  The new Advisor, Buss Financial is cleaning up the situation and getting all employees enrolled.",True,2016-10-12T22:24:41.000+0000,False,False,005G0000002gy6XIAQ,2016-10-12T22:24:14.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(519) 672-6060,,tammy@bussfinancial.ca,(519) 672-4750,,,,,,,,,,,,,,0.0,,001G0000010ACx0IAG,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,2.0,0.0,0.0,,False,3459.0
5001600000vJQNsAAO,False,,00011162,003G000001B4CXAIA3,001G000000vlE9hIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Life Claim: ID 26,Medium,"sent advisor email with information pertaining to life claim process and post-claim service/care package
Nov 1/16 - received email from member admin stating survivorship benefits have been set up.  They will expire Oct 3, 2018.  Putting survivorship care package together.
Nov 3/16 - survivorship package couriered to advisor but cheque not attached.  At this time beneficiary information is being contested by head office, stating that the signature on the enrolment form is the same as the PA's on the life claim report. Advisor notified.
Dec 5 - after receiving a copy of the will, life claims has made the decision to pay proceeds to the estate instead of to the named beneficiary.  Advisor is emailed/notified.  I will courier the cheque when received.",True,2016-12-05T19:11:42.000+0000,False,False,00516000006ZyLxAAK,2016-10-13T18:13:08.000+0000,00516000006ZyLxAAK,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403) 388-8822,,hopkinsr@telus.net,,,,,,,,,,,,,,,0.0,,0011600001lUnVZAA0,0.0,False,,,,,,00516000006ZyLxAAK,,,,,,,0.0,0.0,0.0,,False,3458.0
5001600000vJZVQAA4,False,,00011175,003G0000018f7QTIAY,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Life Claim - ID 4,Medium,"rec'd forms from advisor but it's missing information - sent back to have completed
Oct 21 - forms received back - also sent survivorship care package to spouse via fedex today - advisor notified",True,2017-03-06T19:57:23.000+0000,False,False,00516000006ZyLxAAK,2016-10-14T15:35:19.000+0000,00516000006ZyLxAAK,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403) 320-7055,(403) 327-7858,don.strankman@sunlife.com,(403) 327-7858,,,,,,,,,,,,,,0.0,,001G000001L7q2LIAR,0.0,False,,,,,,00516000006ZyLxAAK,,,,,,,0.0,0.0,0.0,,False,3457.0
5001600000vJdNSAA0,False,,00011176,003G0000018f6fEIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Oct. 14/16-Severance Request,Medium,"Severance Agreement

Pls extend benefits for ID #xx KS as follows:

LTD & CI                             Oct 7/16 to Oct 21/16  (2 weeks)

Life, Health and Dental   Oct 7/16 until Dec 2/16

Regards",True,2016-10-28T19:52:14.000+0000,False,False,005G0000002gy4AIAQ,2016-10-14T18:48:22.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTsAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,70116000000TcjbAAC,,,,0.0,0.0,0.0,,False,3457.0
5001600000vJec5AAC,False,,00011177,003G0000018f6fQIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxation of trusts,Medium,,True,2016-10-14T19:51:50.000+0000,False,False,005G0000002heHMIAY,2016-10-14T19:51:43.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)660-7315,,mike@synergyfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3457.0
5001600000vJrBhAAK,False,,00011190,003G0000018f7ghIAA,001G000000urN9TIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Régime d'accueil,Medium,"envoyé au HO formualrie pour créer une réime d'accueil pour la conjointe du cert 7

4 NOV. posté au courtier la carte d'identité de l'employé et la facture du Régime d'accueil",True,2016-11-04T20:16:11.000+0000,False,False,005G0000002gy6tIAA,2016-10-17T14:26:36.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(450) 718-0556,(514) 979-9466,dperigny@sf-dm.ca,(450) 718-0558,,,,,,,,,,,,,,0.0,,0011600001lUhTfAAK,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,3454.0
5001600000vJugZAAS,False,,00011191,003G000001Jb2YzIAJ,001G000000urMy9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Landmark > 1 year HSP Arrears,High,"REC'D CHEQUES FOR O/S BALANCE AND HSP TERMINATION LETTER FOR FEB 1, 2017 Thu Feb 2

From: Brian Ross [mailto:brian@lanequinn.com] 
Sent: Friday, November 18, 2016 9:12 AM
To: McAvoy, Dana
Cc: Connie Boychuk; Barrett, Jay
Subject: Re: 288164 - CASE: HCSA Payment Exception & Re-enrollment - RE: Landmark Health

Hi Dana,

Sorry for the delay on the outstanding items, we have been in contact with the group and it sounds like the cheques will be ready for pick up soon. I will most likely pair the HSA re-enrollment chat with renewal and will ensure that take place prior to December 15th.

Cheers,


Brian Ross, GBA
Consultant
 
Lane Quinn Benefit Consultants Ltd.
Atlantic Avenue Art Block
Suite 250, 1011 - 9th Avenue S.E.
Bus:  (403) 261-6084, ext 211 
Fax:  (403) 264-1027
Email:  brian@lanequinn.com
www.lanequinn.com




On Thu, Nov 17, 2016 at 5:07 PM, McAvoy, Dana <Dana.McAvoy@gwl.ca> wrote:
Good Afternoon Connie,
 
I hope you have been having a good week so far!

There are two important pending items for us with regards to Landmark Health.

First, we would like to follow up with regards to the post-dated cheques for the re-payment of Landmark’s HSP outstanding balance.  Would we be able to collect these shortly?  Our Head Office is waiting on this.  
 
Secondly, the group is also approaching their Health Solutions Plus re-enrollment date of January 1st, 2017.  The current plan is set up as follows:
1)      Class 1 – all employees with less than six months of service = $0
2)      Class 2 – all employees with 6 months or more of service – varying amounts based on seniority 
Would they like to maintain the current arrangement, or make any changes to employee amounts?  The re-enrollment information is required as soon as possible prior to December 15th, 2016 (whether they would like a change or not).  
 
Please let me know as soon as you can, and feel free to contact me if you have any additional questions.

Warmest Regards,
Dana
 
 
Dana McAvoy, BSc.
Service Specialist, Employee Benefits
Sales and Marketing Centre
GREAT-WEST LIFE
#600, 1122 - 4th Street SW
Calgary, AB   T2R 1M1
Direct Dial: (403) 750-2115
Toll Free: 1 (888) 790-1976, ext. 2115
Fax: (403) 750-2150


________________________________________
Hi Dana

Thanks!  Hope all is well with you too.

Their base plan is not in arrears which is definitely a positive.

My concern is that we had mentioned in July to do the 4 month payment. And it does look like that was not proceeded with. Why has it taken an additional 3 months to reach out with the new proposal?

Are they still prepared to go on PAD for HSP after this is resolved?

Here is the new statement of account. Are you proposing 8 cheques off of this amount? If we received, when would you obtain the cheques

 

Regards, Erin

------------------------------------------------------------ 
Erin Peters B.A.A 
Assistant Manager, Selectpac Renewals and Underwriting 
Selectpac 
Great West Life 
phone:(204) 946-7366 
fax:(204) 946-8907",True,2017-02-06T18:49:40.000+0000,False,False,00516000006adlrAAA,2016-10-17T17:11:02.000+0000,00516000006adlrAAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403) 226-9635 x4,,brian.ross@navfingroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUfq1AAC,0.0,False,,,,,,00516000006adlrAAA,,,,,,,0.0,0.0,0.0,,False,3454.0
5001600000vJw1TAAS,False,,00011192,003G0000018f7o5IAA,001G000000urNAaIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,remise en vigueur des garanties ILD suite à un retour au travail et qu'ils nous ont pas avisé retour en avril fait en octobre.,,,True,2016-11-30T16:37:59.000+0000,False,False,005G0000002gy84IAA,2016-10-17T18:19:49.000+0000,005G0000002gy84IAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(418) 248-2225,(418) 241-3888,martin@adespres.ca,,,,,,,,,,,,,,,0.0,,0011600001lUneIAAS,0.0,False,,,,,,005G0000002gy84IAA,,,,,,,0.0,0.0,0.0,,False,3454.0
5001600000vK8RJAA0,False,,00011193,003G0000018f6fEIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"#245328 - October 18th, 2016 - Release Claims Suspension",Medium,"Client had a large premium debit adjustment on September bill that was corrected and reflected as a credit on the October bill, however the client took this credit into account when paying his September bill.  Therefore, he went into arrears as the system does not recognize the upcoming credit adjustment.  Charito agreed to release claims suspension for the month of September. Mg.",True,2016-10-18T18:04:55.000+0000,False,False,005G0000002gxymIAA,2016-10-18T18:04:41.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTlAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3453.0
5001600000vKNGGAA4,False,,00011206,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#289853 - October 19th, 2016 - Ex-Gratia Request",Medium,Id#3 did not provide the proper prescription documents for orthotics.  We requested an ex-gratia in the amount of $300 to aid the client in getting this paid. Approved by Robert Yerama (M&DS). Mg.,True,2016-10-19T21:25:07.000+0000,False,False,005G0000002gxymIAA,2016-10-19T21:25:01.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,001G000000yY10XIAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3452.0
5001600000vKckBAAS,False,,00011283,003G0000018f7mxIAA,001G000000urN2uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#273174 - October 21st, 2016 - Lift Claims Suspension due to Arrears",Medium,Client is behind in payments since July 2016.  They have submitted payment to bring them up to date (sent to my attention) and Charito agreed to release claims while the cheque makes it's way to the payment office. Mg.,True,2016-10-21T14:16:08.000+0000,False,False,005G0000002gxymIAA,2016-10-21T14:15:59.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)727-0424,(613) 850-5749,accounting@bennettinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkEpAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3450.0
5001600000vKkGYAA0,False,,00011284,003G000001YfxFVIAZ,001G0000010uNuIIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Declined LTD claim for employee,High,Employee was on claim in 2014. Returned to work Dec 2014 but LTD coverage and premiums never reinstated.  Submitted new LTD claim but has been declined.,True,2016-10-30T15:14:47.000+0000,False,False,005G0000002gyGzIAI,2016-10-21T22:38:29.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUdbqAAC,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3450.0
5001600000vKtLhAAK,False,,00011309,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Informal trust,Medium,,True,2016-10-24T14:03:16.000+0000,False,False,005G0000002heHMIAY,2016-10-24T14:03:07.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3447.0
5001600000vKtNYAA0,False,,00011310,0031600002ONQz8AAH,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate ownership of LI,Low,All contact via Paul Li,True,2016-10-24T14:04:37.000+0000,False,False,005G0000002heHMIAY,2016-10-24T14:04:30.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(780) 428-8585,(780) 429-1353 x 4288,julian.lau@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3447.0
5001600000vKtQmAAK,False,,00011311,0031600002W0VvvAAF,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2016-10-24T14:07:18.000+0000,False,False,005G0000002heHMIAY,2016-10-24T14:07:12.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,timothy.baxter@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3447.0
5001600000vKtcnAAC,False,,00011312,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#294575 - October 24th, 2016 - Ex-gratia Request - Not Required",Medium,"Id#4 - submitted claim for compression hose ($360) without a proper prescription outlining the medical condition that requires these.  Gavin asked that we ask for an ex-gratia to have the claim paid without the prescription. Mg.
Oct 26th - Jennifer Smith from M&DS has determined that this claim can be paid through the normal terms of the plan and Ex-Gratia is not required.",True,2016-10-24T14:16:56.000+0000,False,False,005G0000002gxymIAA,2016-10-24T14:16:51.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kEtZbIAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3447.0
5001600000vKtvGAAS,False,,00011313,003G0000018f6oWIAQ,001G000000urMw7IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,LI positioning,Medium,General discussion:  advisor's firm is opted out of TEPG support,True,2016-10-24T14:46:36.000+0000,False,False,005G0000002heHMIAY,2016-10-24T14:32:18.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)393-9798,,patrick@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3447.0
5001600000vKzHeAAK,False,,00011314,0030A0000029l4CQAQ,001G000000wjNr9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,LTD Claim Denied cert 27,High,"Jan 2017: follow up from head office and with the advisor as the claim has been denied as the employee did not meet the minimum hours required to work. Also did not get the information that was requested from the employer to help build the case. Advisor was informed of this info and was told that if any further assistance was required to please advise. 

Oct 21st :Received email from advisor as there has been a recent LTD claim denied due to the fact that the ee only worked 6-7 mths out of the year and in order to qualify they need to be employed 9 mths of the yr. 

Oct 24th: Spoke to PA Megan and she has advised me that she would like to have this LTD claim paid as they have been paying premiums for this ee to be enrolled on the LTD portion of the ben. and he has been employed for many year with the company and works 9 mths of the yr on average. 
-Have reached out to DMSO Hamilton to get info on who the adjudicator is on the case and to see what and if anything can be done to have this rectified.",True,2017-01-16T15:12:10.000+0000,False,False,00516000006kda0AAA,2016-10-24T18:48:58.000+0000,00516000006kda0AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(705)674-4551,,roger.maille@ig.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,0011600001lUgYyAAK,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3447.0
5001600000vL08sAAC,False,,00011315,003G0000018f6nXIAQ,001G000000urMw3IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,ALBERT NATHALIE (WM),Medium,"Advisor is looking for support on complex retirement planning with a corporation 
He manages half of the assets the rest are with National bank about 500-600K",True,2016-11-14T17:22:05.000+0000,False,False,005G0000002gy8MIAQ,2016-10-24T19:30:27.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(418)741-3155,(581) 999-5555,jean.sayegh@sommetgf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,5.0,0.0,0.0,,False,3447.0
5001600000vL0OvAAK,False,,00011316,003G0000018f6U7IAI,001G000000urMpFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,E.Barton STD claim paid but LTD,Medium,"Dec 12th: From: Avolio, Nicole 
Sent: Monday, December 12, 2016 2:43 PM
To: Collison, Danica
Subject: Cert 25 Policy 248771 


Hi Danica,

I have good news regarding Mr. Barton’s claim. He has been approved.

We considered his previous years hours worked to confirm eligibility.

I plan on letting him and his employer know today.

Thanks,

Nicole Avolio

From Nicole adjudicator on file OCT 24th:. As discussed, Mr. Barton was a late applicant and unfortunately was added to the plan incorrectly when he applied. There was also a concern with the number of hours he has worked for the last calendar year leading up to his disability. Seasonal employees are covered under the plan, with an exception for 6 months.  We have received payroll records for the period of Jan 11/15 –to his last day worked (May 23/16). Typically for a seasonal employee we look 1 year prior to the disability period which would be May 24/15 – May 23/16 and Mr. Barton did not work 6 months during this time frame. He was off July 10/15 to Dec 12/15 (5 months + 3 days) and Feb 25/16 to April 4/16 (1 month + 11 days).   Even if we were to consider the prior calendar year (2015) he did not work 6 month. He was off Feb 26/15 to March 30/15 (1 month + 5 days) and July 10/15 to Dec 12/15 (5 months + 3 days).  Based on this information, he does not work the minimum period of time to be defined as a seasonal employee under this plan.

As mentioned, the file will be sent to HO to see if any exceptions can be made for EE. I will keep in touch once I hear a response

Spoke to Greg and advised him of the following situation. He mentioned that a few years back there was a similar situation and that Chantell, Michelle, Jeremy and Jeremy's leader were all involved in the clarification of what a seasonal ee is. Greg was a little upset in the fact that one of the issues were that the ee was to be treated as a late app. however I explained to him that this is all info that the er is providing the claim department and may not be taking into consideration that Mr Barton employment date may be prior to when he became eligible. Secondly, we discussed the fact that the PA may not be monitoring seasonal ee's efficiently and perhaps another class may need to be added without LTD for ee's that aren't always satisfying the min amount of mths per year to avoid future situations. 

Now waiting for Nicole to get word from head office and advise me of what the decision has been made.",True,2016-12-12T20:18:39.000+0000,False,False,00516000006kda0AAA,2016-10-24T19:44:01.000+0000,00516000006kda0AAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(705)471-1608,,greg@wpbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgZAAA0,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3447.0
5001600000vL6WiAAK,False,,00011329,003G0000018f6h0IAA,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,PROCTOR ALAN (WM),Medium,"Client will be transferred to Arlene from Bill
Kim will be meeting once again with the clients, this time with Arlene to rebalance existing portfolio - client was originally supposed to transfer Sunlife assets to bring the account over 500K for the HNW pricing, the client transferred his assets to the bank instead",True,2016-10-27T13:36:19.000+0000,False,False,005G0000002gy8MIAQ,2016-10-25T13:45:39.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(514)242-9648,(514) 242-9648,arlene@kiplingfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Presentation,2.0,0.0,0.0,,False,3446.0
5001600000vL7IDAA0,False,,00011330,003G0000018f7FKIAY,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Term annuity for a single year for a Doctor,Medium,,True,2016-10-25T14:33:28.000+0000,False,False,005G0000002gy7yIAA,2016-10-25T14:33:21.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)276-1177,(416) 560-8467,ron.nagy@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3446.0
5001600000vL9jpAAC,False,,00011331,0031600002WuNSdAAN,0011600001lUizgAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,EX-Gratia Request,Medium,"client have device approved with previous carrier - Green Shield so we have requested ex-gratia as not covered under GWL plan. cost is $3080 for sleep device and invoice has now been provided to support ex-gratia request.

Ex-Gratia paid.",True,2017-03-01T17:46:54.000+0000,False,False,005160000070kMqAAI,2016-10-25T16:43:20.000+0000,005160000070kMqAAI,2017-09-01T22:48:21.000+0000,005160000070kMqAAI,2018-10-05T23:36:38.000+0000,(604) 638-1960,,tsmith@pacificquorum.com,,,,,,,,,,,,,,,0.0,,0011600001lUizgAAC,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3446.0
5001600000vL9lvAAC,False,,00011332,003G0000018f7VGIAY,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,RRSP beneficiaries and tax,Medium,,True,2016-10-25T16:46:12.000+0000,False,False,005G0000002heHMIAY,2016-10-25T16:46:06.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(866) 624-0745,(780) 618-8826,rick@silfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3446.0
5001600000vL9n8AAC,False,,00011333,003G0000018f79xIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Power of Attorney,Medium,All contact via Paul Li,True,2016-10-25T16:47:40.000+0000,False,False,005G0000002heHMIAY,2016-10-25T16:47:35.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,780-428-8585,,robert.freeman@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3446.0
5001600000vL9xjAAC,False,,00011334,0031600002WuOLuAAN,0011600001lUgExAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Open Enrollment,Medium,"after speaking to Andy, are proceeding with open enrollment for 2 employees, submitted to HO Oct 24
open enrollment completed",True,2017-03-01T17:44:51.000+0000,False,False,005160000070kMqAAI,2016-10-25T16:57:12.000+0000,005160000070kMqAAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(250)385-1809,,andy@greencuisine.com,,,,,,,,,,,,,,,0.0,,0011600001lUgExAAK,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3446.0
5001600000vLA4LAAW,False,,00011335,003G0000019oYZ6IAM,001G000000urN0SIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,link Rob Jack's user ID's,Medium,"as per GroupNet
Yes, we will transfer all of Robert Jack’s GroupNet access from g4arjack over to vir173. The ID g4arjack will be deleted. You will receive a confirmation email once this has been completed.",True,2016-11-14T18:20:20.000+0000,False,False,005160000070kMqAAI,2016-10-25T17:02:04.000+0000,005160000070kMqAAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(250) 383-9866,,noreen@jackinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001rvOTtAAM,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3446.0
5001600000vLAvhAAG,False,,00011336,0030A0000029kqLQAQ,001G000001JZwWEIA1,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex Gratia request for Trish Lord spouse of Dan Lord,Medium,"This group client started with GWL effective August 1, 2015 and the advisor during a recent employee meeting was given a hospital claim for Patricia Sproule or Trish Lord dated January 1, 2015.  The previous carrier would not process therefore we requested an Ex Gratia to have this claim paid under our plan based on annual premium and good will.",True,2017-04-05T15:57:55.000+0000,False,False,005G0000002gy59IAA,2016-10-25T17:45:22.000+0000,005G0000002gy59IAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)968-2121,,harold@ffib.ca,,,,,,,,,,,,,,,0.0,,0011600001pgyiKAAQ,0.0,False,,,,,,005G0000002gy59IAA,,,70116000000TcjbAAC,,,,0.0,0.0,0.0,,False,3446.0
5001600000vLB2nAAG,False,,00011337,0031600002B85CyAAJ,0011600001l4YfMAAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Corey Tucker ID#7,Low,Patricia the owner/plan admin contacted me advising that Corey Tucker has not been with the company since April 2015.  He was off and disability however he did not return and began working for another company.  She stated that she let the claims adjudicator know to remove him however he was never terminated.  I was able to reimburse premiums back to January 2015 with the help of Maria Korpos.  The client will be receiving a credit over $4000 on their next billing(Nov 2016).,True,2017-04-05T15:55:52.000+0000,False,False,005G0000002gy59IAA,2016-10-25T17:51:27.000+0000,005G0000002gy59IAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)475-5109,,daves@lighthousewealth.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YfLAAU,0.0,False,,,,,,005G0000002gy59IAA,,,70116000000TcjbAAC,,,,0.0,0.0,0.0,,False,3446.0
5001600000vLCyOAAW,False,,00011338,003G000001D2AwuIAF,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,C.I. Claim paid out Oct 4/16- cert3 -,Medium,,True,2016-12-06T15:07:22.000+0000,False,False,005G0000002gy4FIAQ,2016-10-25T19:24:47.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 826-4695,,emcneefinancial@bell.net,,,,,,,,,,,,,,,0.0,,0011600001lUgJ5AAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3446.0
5001600000vLEaTAAW,False,,00011339,003G0000027aUMjIAM,001G000001jIAyWIAW,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Open enrollment,Medium,"after speaking with advisor ad advising of this option, he spoke to owner and they have decided to proceed for 2 employees. sent details to HO Oct 25
After many follow ups with advisor, open enrollment form not recd from business owner. Advisor has now lost case and new advisor has requested termination of plan March 1. No further action needed.",True,2017-03-01T17:43:51.000+0000,False,False,005160000070kMqAAI,2016-10-25T20:49:33.000+0000,005160000070kMqAAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(250) 858-9161,,ddowns@eagleye.ca,,,,,,,,,,,,,,,0.0,,001G000001jIAyWIAW,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3446.0
5001600000vLG2EAAW,False,,00011340,003G0000018f6TXIAY,0011600001tl7zSAAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-gratia request for declined claim,Medium,See client file for details,True,2016-10-30T15:13:36.000+0000,False,False,005G0000002gyGzIAI,2016-10-25T22:35:07.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(604)685-6521,,brian@vitalitywealth.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmSAAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3446.0
5001600000vLGEKAA4,False,,00011341,0031600002VJgKsAAL,001G000000urN29IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Reviewing waiting period for hourly employees - have 5 people to add,Medium,Oct 25 - discussed options with Mina. See email chain in client file,True,2017-01-26T19:31:38.000+0000,False,False,005G0000002gyGzIAI,2016-10-25T22:56:16.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(604) 921-4042 ext 111,,mina@callafinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001rovJ3AAI,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3446.0
5001600000vLKk2AAG,False,,00011342,003G0000018f7TiIAI,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#251517 - October 26th, 2016 - Head Office Exception",Medium,"Id#70 was on disability and returned to work May 2016.  The client sent a return to work notice to the disability department, however the LTD benefit was not reactivated.  This was just noticed and LTD was added back to May to ensure continuity of coverage (90 day pre-ex).  As this was GWL error, we were able to obtain an exception to write off the $355.90 in retroactive premiums for adding the benefit back to May 2016.  Approved by Maria Koropas. Mg.",True,2016-10-26T15:11:41.000+0000,False,False,005G0000002gxymIAA,2016-10-26T15:11:35.000+0000,005G0000002gxymIAA,2016-10-26T15:11:41.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(343) 572-6119,,shunter@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUlo3AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3445.0
5001600000vLMjBAAW,False,,00011343,0031600002BSKQSAA5,001G000000urN1mIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,"Open Enrolment Effective Nov 1, 2016",Medium,"Open Enrolment approved for Nov 1, 2016. 4 apps, approval and submission page sent  October 26, 2016 for processing.",True,2016-10-26T17:08:00.000+0000,False,False,005G0000002gyDHIAY,2016-10-26T17:03:15.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(604) 574-9195,,dpatterson@tagf.com,(604) 574-1850,,,,,,,,,,,,,,0.0,,0011600001pM9fHAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3445.0
5001600000vLRSiAAO,False,,00011356,003G0000018f6UDIAY,001G000000urMp9IAE,,,,,,Life,,In Progress,,In Person,,Term Conversion,High,Large premium $687 monthly required for Issue required for year four catch-up,False,,False,False,00516000006nRPrAAM,2016-10-26T21:28:06.000+0000,00516000006nRPrAAM,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(705)542-3140,(705) 542-3140,charles.ross@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPrAAM,,,,,,,0.0,0.0,0.0,,False,3445.0
5001600000vLWElAAO,False,,00011369,003G0000018f7VGIAY,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxation of estate,Medium,,True,2016-10-27T14:57:22.000+0000,False,False,005G0000002heHMIAY,2016-10-27T14:57:14.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(866) 624-0745,(780) 618-8826,rick@silfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3444.0
5001600000vLWHLAA4,False,,00011370,003G0000018f7WfIAI,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Creditor protection,Medium,,True,2016-10-27T14:58:58.000+0000,False,False,005G0000002heHMIAY,2016-10-27T14:58:51.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(780)532-1922,,myste@krugerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3444.0
5001600000vLXOjAAO,False,,00011371,003G0000018f6aPIAQ,001G000000urMqrIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"completing single life annuity, internal tranfer from LL RRSP",Medium,reviewed the app Peter completed for completeness. All seems fine,True,2016-10-27T15:55:47.000+0000,False,False,005G0000002gy7yIAA,2016-10-27T15:55:41.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)277-1234,(905) 467-3090,peter.bekker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,70116000000TNAWAA4,,,,0.0,0.0,0.0,,False,3444.0
5001600000vLl0FAAS,False,,00011396,003G0000020tUwrIAE,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Income tax on sale of $120k seg fund,Medium,Sukhi had a Tax quote showing approx. 16k in capital gains.  so 50% inclusion rate for tax purposes means $8k in income to be reported as taxable in 2016.  The income tax on this depends on the clients MTR,True,2016-10-28T17:31:53.000+0000,False,False,005G0000002gy7yIAA,2016-10-28T17:31:47.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905)276-1177X466,(647) 330-1456,info@sukhisandhu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3443.0
5001600000vLl5UAAS,False,,00011397,0030A0000029YYCQA2,001G000000vlb42IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,amendement RAMQ opt out cert 49,Medium,,True,2017-02-08T15:27:20.000+0000,False,False,005G0000002gy6tIAA,2016-10-28T17:37:18.000+0000,005G0000002gy6tIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(450)443-1616,,mbarile@sfmb.ca,(450)443-3613,,,,,,,,,,,,,,0.0,,0011600001lUeCwAAK,0.0,False,,,,,,005G0000002gy6tIAA,,,,,,Quotation,0.0,0.0,0.0,,False,3443.0
5001600000vLlFjAAK,False,,00011398,0031600002Uza89AAB,001G000000urMqVIAU,,,,,,Life,,In Progress,,In Person,,10 k of life business,Medium,,False,,False,False,00516000006nRRLAA2,2016-10-28T17:47:34.000+0000,00516000006nRRLAA2,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416) 366-2971,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,5.0,0.0,0.0,,False,3443.0
5001600000vLmnXAAS,False,,00011399,0031600002T0cTXAAZ,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Locked-in RRSP transfer in to LL,Medium,"Advisor has his own Locked in RRSP need to be transferred to LL. needs the support for paper work and investment portfolios. 
recommended the C&E portfolios for his reference.",True,2016-10-28T19:17:47.000+0000,False,False,005G0000002gyCuIAI,2016-10-28T19:17:27.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,lixin.liang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Analysis Document,1.0,0.0,0.0,,False,3443.0
5001600000vLmyQAAS,False,,00011400,003G0000018f7FgIAI,0011600001zzieKAAQ,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Investment portfolios comparison for prospect,Medium,"Advisor has an prospect who is retired and has investment in CIBC and CIBC is advising him to put his investment in their managed portfolio (Moderate). the prospect like to have an comparison done between CIBC""s portfolios and Quadrus's . 
Christine did an comparison and the report was sent to advisor and in term to the prospect",True,2016-10-28T19:27:34.000+0000,False,False,005G0000002gyCuIAI,2016-10-28T19:27:05.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416)855-1186,(416) 858-0433,juliamei.zhu@helpingfinancial.ca,,,,,,,,,,,CIBC,Other,,,0.0,,,0.0,False,CIBC,,,,,005G0000002gyCuIAI,,,,,,Analysis Document,2.0,0.0,0.0,,False,3443.0
5001600000vLnARAA0,False,,00011401,0031600002QUeHrAAL,001G000000urMrDIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Investment Portfolio Support for Advisor's own Investment,Medium,"New advisor. Had some personal experience in investing in mutual funds back to Taiwan.
Needs support for her own investment, which will be transfer in London Life in the near future. 
We discussed the potential risk factors in the global markets, and importance of diversification. The advisor was given Core & Explore portfolios as recommendation.",True,2016-10-28T19:37:49.000+0000,False,False,005G0000002gyCuIAI,2016-10-28T19:37:36.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,,,meng.lin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Analysis Document,1.0,0.0,0.0,,False,3443.0
5001600000vLnLjAAK,False,,00011402,0031600002HMlEHAA1,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Email,,Estate Planning -- Mr. & Mrs. Ng,High,Winnie has been doing Saturday morning Breakfast and Learn financial info session for the last month. She has some good prospect from those sessions. We discussed one case in particular and will see if we can have the potential to invite the prospects(couple) to a financial planning meeting.,False,,False,False,005G0000002gyCuIAI,2016-10-28T19:48:45.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(647)923-4888,(647) 923-4888,winniepoon@amrichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,3.0,0.0,0.0,,False,3443.0
5001600000vM0GLAA0,False,,00011403,003G0000018f7k6IAA,001G000000urMzRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Renewal rates,Medium,Div 2 - Janet McPhee left a vm asking why their premium has increased.  She will not be paying bill until it is explained.  Emailed Sharon who will in turn reach out to the client.,True,2016-10-31T13:57:37.000+0000,False,False,005G0000002gy7UIAQ,2016-10-31T13:57:26.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(902)446-3900,(902) 222-1346,sharon@lifequestfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001ph3t1AAA,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3440.0
5001600000vM507AAC,False,,00011404,003G000001UQSLuIAP,001G000000urMqcIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Retiring client Age 71 needs to RRIF but won't accept any risk,Medium,"We can offer LL or Manulife GIO RRIF

Do not park money in Money Market in a RRIF - bad income planning and rates are ZERO

Or consider an annuity if  this provides more income or features that the client may prefer",True,2016-10-31T18:00:33.000+0000,False,False,005G0000002gy7yIAA,2016-10-31T17:59:16.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416)797-9316,(416) 797-9316,frank@bluespringfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000ar0CIAQ,,,,0.0,0.0,0.0,,False,3440.0
5001600000vM5PaAAK,False,,00011405,003G000001MoAMKIA3,001G000000urMrDIAU,,,,,,,,In Progress,,In Person,,Loan Repayment,Medium,Discussed how to pay off a policy loan for an existing client.,False,,False,False,00516000006lhhyAAA,2016-10-31T18:19:18.000+0000,00516000006lhhyAAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416)731-3232,(647) 210-2822,andrew@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhyAAA,,,,,,,0.0,0.0,0.0,,False,3440.0
5001600000vM5XeAAK,False,,00011406,003G0000024MdmRIAS,001G000000urMrDIAU,,,,,,,,In Progress,,Email,,UL Quote,Medium,"Hi Lee, 

Would you have 15 min over the ph today to help me review and understand a quote that I’m presenting a client next week. She wants a 100k of coverage and is 51 one years old. I have the quote… but I have no idea about the interest rates on the illustration. I’m available after 11:30 on wards. Thanks.

Talk soon,",False,,False,False,00516000006lhhyAAA,2016-10-31T18:26:06.000+0000,00516000006lhhyAAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,416-994-7985,,dinorah@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhyAAA,,,,,,,0.0,0.0,0.0,,False,3440.0
5001600000vM5mUAAS,False,,00011407,003G0000018f7TlIAI,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Oct.31/16 Dependant Life Claim,Medium,"Oct. 31/16 PA called with member had her spouse deceased since May 2016 but was not aware Dependant Life Claim payment available.
Payment arrived and sent directly to the PA, as per Garth",True,2016-10-31T18:37:27.000+0000,False,False,005G0000002gy4AIAQ,2016-10-31T18:37:20.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613) 791-3677,,gbushfinancial@bell.net,,,,,,,,,,,,,,,0.0,,0011600001tjLsZAAU,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3440.0
5001600000vM7F3AAK,False,,00011408,0030A0000029atMQAQ,001G000000wjNrCIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,ee on severance  extending all benefits from oct 14 to dec 30/16,Medium,,True,2016-10-31T19:52:12.000+0000,False,False,005G0000002gy4FIAQ,2016-10-31T19:52:03.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)591-7639,,judy.mulder@ig.ca,(613)591-8943,,,,,,,,,,,,,,0.0,,0011600001lUf8UAAS,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3440.0
5001600000vM7jrAAC,False,,00011409,0031600002QGROOAA5,001G000000urMxmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,"Life insurance, family trust and corporations",Medium,,True,2016-10-31T20:17:16.000+0000,False,False,005G0000002heHMIAY,2016-10-31T20:16:52.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403) 313-8169,(403) 669-2866,joseph@xulevy.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3440.0
5001600000vM8u8AAC,False,,00011422,0030A0000029dRaQAI,001G0000018bZvdIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Life Claim - claim number 194539,Medium,"life claim received - further info needed from client/advisor - email sent to Norris Oct 31/16
Update: Jan 26/17 - rec'd withdrawal letter from person who signed life claim form and sent to Kristi Abbott via email
Update Jan 30 - cheque received.  Couriered to advisor per his request",True,2017-01-30T21:38:41.000+0000,False,False,00516000006ZyLxAAK,2016-10-31T21:32:29.000+0000,00516000006ZyLxAAK,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)388-7013,,norris@hironakabenefits.ca,(403)388-7505,,,,,,,,,,,,,,0.0,,0011600001lUn1PAAS,0.0,False,,,,,,00516000006ZyLxAAK,,,,,,,0.0,0.0,0.0,,False,3440.0
5001600000w2BwUAAU,False,,00011435,003G0000018f7TkIAI,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#211506 - November 1st, 2016 - Exception to Terminate Employees",Medium,"Id#5 and Id#3 - were terminated from the base plan in a timely manner, however  the Optional Life terminations were missed.  I have received exception to terminate from Optional Life Id#5 - Sept 30th, 2015 and id#3 - June 3rd, 2015. Approved by Maria Koropas. Mg.",True,2016-11-01T15:34:06.000+0000,False,False,005G0000002gxymIAA,2016-11-01T15:33:57.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)226-1964,(613) 762-7873,bricher@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001lUloJAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3439.0
5001600000w2DaQAAU,False,,00011436,003G0000018f7PpIAI,001G000000urMxvIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Life insurance trust,Medium,,True,2016-11-01T16:50:41.000+0000,False,False,005G0000002heHMIAY,2016-11-01T16:50:32.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)225-4764,(403) 975-8109,dave.wylie@navwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3439.0
5001600000w2EK1AAM,False,,00011437,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Immigration planning,Medium,,True,2016-11-01T17:29:15.000+0000,False,False,005G0000002heHMIAY,2016-11-01T17:29:09.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3439.0
5001600000w2G2EAAU,False,,00011438,003G0000018f6T7IAI,001G000000urMqlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Needs Real Estate Fund Quarterly bulletin,Medium,Paul Foster had one for Q2 (even though it is Nov 1 we don't yet have Q3),True,2016-11-01T18:56:10.000+0000,False,False,005G0000002gy7yIAA,2016-11-01T18:56:05.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905) 276-1177 x 404,,david.moir@londonlife.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3439.0
5001600000w2MS2AAM,False,,00011439,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#284036 - November 1st, 2016 - Head Office Exception",Medium,"Id#12 - Spouse passed away on August 23rd, 2012 and when we paid out the dependent life claim and terminated the spouse, we did not verify if there were any other dependents on file.  This plan member should have been changed to Single coverage.  I have obtained an exception to retroactively change coverage from family to single back to August 23rd, 2012. The resulted in a premium credit adjustment in the amount of $8,780.62.  Approved by Maria Koropas. Mg.",True,2016-11-02T11:56:41.000+0000,False,False,005G0000002gxymIAA,2016-11-02T11:56:34.000+0000,005G0000002gxymIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOWAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3438.0
5001600000w2OWpAAM,False,,00011440,003G0000024MhGQIA0,001G000000urMrDIAU,,,,,,,,In Progress,,Phone,,Life Insurance Illustration,Medium,I spent some time with Andy via phone and e-mail to direct him on how to prepare a quote and how to send it as a PDF file.,False,,False,False,00516000006lhhyAAA,2016-11-02T14:53:11.000+0000,00516000006lhhyAAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(416)953-2997,(416) 859-2727,andreas@aiimfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhyAAA,,,,,,,0.0,0.0,0.0,,False,3438.0
5001600000w2RxQAAU,False,,00011441,003G0000018f7pAIAQ,001G000000urMwtIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Succession planning,Medium,,True,2016-11-02T17:54:35.000+0000,False,False,005G0000002heHMIAY,2016-11-02T17:54:28.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403)343-7769,(403) 357-0845,john@surepathgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3438.0
5001600000w2W3cAAE,False,,00011442,0030A0000029n8XQAQ,001G000000wjNrTIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Phone,,Over payment on Disability for Kevin Neddow,Medium,S/W Jan and she was advised by her client Westwood Land & Cattle that there was an error on disability payments and the employee is paying back a large portion of the disability claims on the Nov 2016 renewal.  Will reach out to the case manager to get details.,False,,False,False,005G0000002gyBqIAI,2016-11-02T21:59:43.000+0000,005G0000002gyBqIAI,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(306)435-2430,,jan.gustafson@ig.ca,(306)435-2163,,,,,,,,,,,,,,0.0,,0011600001lUcI2AAK,0.0,False,,,,,,005G0000002gyBqIAI,,,,,,,1.0,0.0,0.0,,False,3438.0
5001600000w2WfMAAU,False,,00011443,003G0000018f6ufIAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,General tax planning,Medium,,True,2016-11-02T23:03:16.000+0000,False,False,005G0000002heHMIAY,2016-11-02T23:03:10.000+0000,005G0000002heHMIAY,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(403) 261-4690 ext 305,(403) 818-0330,joseph.chun@freedom55financial.com,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3438.0
5001600000w2axhAAA,False,,00011444,003G000001IkUz1IAF,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Not sure his illustration of RRIF income makes sense?,Medium,"He used Naviplan
He can also use RRIF, LIF income software macro from Advisor Site

We discussed both illustrations, and he is comfortable with both",True,2016-11-03T15:17:34.000+0000,False,False,005G0000002gy7yIAA,2016-11-03T15:17:26.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(905) 276-1177 x225,,matt.maslowski@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3437.0
5001600000w2gAFAAY,False,,00011445,0031600002VJWv0AAH,0011600001qvaR2AAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Question on Maternity and LTD pre=ex,,"this simple question became a very complicated case.  The original request that was sent to head office was lost and answered late.  There was a lot of back and forth and time delays in getting an answer.  The situation was finally resolved however the client was extremely upset.  

To complicate matters someone from the DMSO contacted the client and asked if she was on disability.",True,2016-11-03T20:31:27.000+0000,False,False,005G0000002gy6XIAQ,2016-11-03T20:30:24.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:42.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:42.000+0000,(519) 963-2002,,lisa_muzyka@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUl2fAAC,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,1.0,0.0,0.0,,False,3437.0
5001600000w2gJ2AAI,False,,00011446,0031600002VJWoxAAH,001G000000urNC5IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Drug overpayment,Medium,"Drug max on the plan of $5,000.  One employee had submitted almost $12,000 in drugs and they were paid.  It was determined that the one system in Head Office did not update, that has been corrected.  

Lori Norris had instructed that we pursue the overpayment.",True,2016-11-03T20:39:47.000+0000,False,False,005G0000002gy6XIAQ,2016-11-03T20:39:40.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519) 675-1177,,lori@selectpath.ca,,,,,,,,,,,,,,,0.0,,0011600001lUl1IAAS,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,2.0,0.0,0.0,,False,3437.0
5001600000w2kIAAAY,False,,00011471,003G0000018f6SlIAI,001G000000urMtFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Claims for Stephen Healy Sr.,Medium,Claims declined for Steve on old Steve Healy plan.  working with Inforce to change the date he was removed from old plan then added to Nichols Wealth.,True,2016-12-12T17:40:01.000+0000,False,False,005G0000002gy7UIAQ,2016-11-04T13:10:02.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902)678-2788,(902) 680-3456,snichols@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,0011600001lUleHAAS,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3436.0
5001600000w2m5NAAQ,False,,00011472,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#277224 - November 4th, 2016 - Ex-Gratia Request",Medium,"Id#12 had a filing on a tooth that was done prior to the 2 year cause.  I was declined as the plan member had the work done a few months before they were eligible to have it done.
Requested an ex-gratia in the amount of $195 ($175.50 @ 90%).",True,2016-11-04T15:11:50.000+0000,False,False,005G0000002gxymIAA,2016-11-04T15:11:42.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpnAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3436.0
5001600000w2pk6AAA,False,,00011473,003G0000018f6bhIAA,001G000000urMqsIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Parent dies with RRSP and LIRA and beneficiary is not a spouse,High,"Rick felt the beneficiary (not a spouse) had to open the same 2 plans as their deceased parent had?  NO - that arrangement only applies when the beneficiary is a spouse and even then, a LIRA under pension law may be unlocked to the spouse.",True,2016-11-04T18:34:52.000+0000,False,False,005G0000002gy7yIAA,2016-11-04T18:34:47.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3436.0
5001600000w2r9CAAQ,False,,00011474,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Medium,"Meeting with Ron Walsh, operators of Ram Printing in Lloydminster.  Business currently losing money.  No large premium LI case at this time.",True,2016-11-04T19:52:17.000+0000,False,False,005G0000002heHMIAY,2016-11-04T19:52:07.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3436.0
5001600000w2rB8AAI,False,,00011475,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,General tax and estate planning,Medium,Meeting with Ron Walsh and operator of CLS Immigration Services.  Client adamant that all his estate planning is complete.  Ron may wish to approach his adult children.,True,2016-11-04T19:54:17.000+0000,False,False,005G0000002heHMIAY,2016-11-04T19:54:10.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3436.0
5001600000w2yRnAAI,False,,00011476,003G000001lFa6qIAC,001G000000urMrTIAU,,,,,,Segregated Fund,,Closed - Responded,,In Person,,Mary McDonald,Medium,There is also 500k in Scotia Bank stock @ Scotia Bank,True,2016-11-06T10:57:39.000+0000,False,False,00516000006lhhXAAQ,2016-11-06T10:57:39.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)441-4249,1 905 441 4249,cory.code@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3434.0
5001600000w2yS7AAI,False,,00011477,003G000001lFa6qIAC,001G000000urMrTIAU,,,,,,HelloLife,,In Progress,,Phone,,Deb Sweeney,High,Life case changes & RIS open case for estate planning,False,,False,False,00516000006lhhXAAQ,2016-11-06T11:03:48.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)441-4249,1 905 441 4249,cory.code@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3434.0
5001600000w2ySHAAY,False,,00011478,0031600002QUeD6AAL,001G000000urMrTIAU,,,,,,Segregated Fund,,In Progress,,In Person,,Richard Newall,High,"Retiring from Hydro One on December 31. N to know best options for him. Meeting with Rich Suchan, Fraser Maxwell and Steve Code",False,,False,False,00516000006lhhXAAQ,2016-11-06T11:07:59.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(416)552-5003X1,(905) 626-5128,terasa@basiswealth.com,(416)552-3007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3434.0
5001600000w3EsKAAU,False,,00011479,003G0000018f7uAIAQ,001G000000urN0CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,Open Enrollment Request - 5 employees,Medium,"received 5 applications and email from PA, have forwarded to Sabrina.
Advised Jim Duquette of open enrollment process

open enrollment approved.",True,2017-03-01T17:48:59.000+0000,False,False,005160000070kMqAAI,2016-11-07T22:50:46.000+0000,005160000070kMqAAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250)213-6964,(250) 213-6964,duquettefinancial75@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUgEAAA0,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3433.0
5001600000w3KyAAAU,False,,00011492,003G0000018f7GBIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Can client who took an HBP withdrawal in 2016 contribute back to RRSP in 2016?,Medium,yes.  Doesn't count as tax deduction.   No requirement to contribute back this year but client can do so if they prefer.  Or do a deposit and claim some as tax deduction in 2016 and some as a HBP Loan repayment,True,2016-11-08T16:52:39.000+0000,False,False,005G0000002gy7yIAA,2016-11-08T16:51:29.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)276-1177X234,(647) 272-6085,rob.mackenzie@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3432.0
5001600000w3NtgAAE,False,,00011493,003G0000018f7bsIAA,0015o000008CysqAAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,BROSSEAU SERGE (WM),Medium,"Gaetan needs a portfolio for a balanced profile  100K - segregated funds
does not want to use the portfolio fund as the client is more sophisticated and is asking questions on fees & returns",True,2016-11-14T17:22:34.000+0000,False,False,005G0000002gy8MIAQ,2016-11-08T19:47:55.000+0000,005G0000002gy8MIAQ,2024-08-08T16:49:32.000+0000,0055o0000019VX9AAM,2024-08-08T16:49:32.000+0000,(450)420-2555,(514) 917-8553,gaetan@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Presentation,1.0,0.0,0.0,,False,3432.0
5001600000w3QcxAAE,False,,00011494,003G0000018f7uVIAQ,001G000000urN0CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex -Gratia request - injections,Medium,"The employee, Jennifer Keenan, has submitted a drug claim for an allergy injection and the cost is $261.00. This claim has been reviewed by our claims team and additional information has been requested from the employee's physician. The employee is unhappy that Great West Life is requesting this information as she has been having these injections for over 15 years and both of the previous insurance carriers, Desjardins and Sun Life, did not require further details in order to pay the claim.

This is still a fairly new group for Great West Life and there have been a few issues with moving this group over. Unfortunately this additional information request is seen as another issue with Great West Life so we are requesting that this claim of $261.00 be paid on an ex-gratia basis. 

We have requested that the next time the employee meets with her doctor, she complete the requested information so that future claims can be processed as per our normal procedures. By paying this claim on an ex-gratia basis, we are wanting to demonstrate our flexibility to the client and also ensure the member is not out of pocket for a period of time while they wait for a doctor to complete the additional information request.

Ex-Gratia paid.",True,2017-03-01T17:46:08.000+0000,False,False,005160000070kMqAAI,2016-11-08T23:38:34.000+0000,005160000070kMqAAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250) 585-8696,,dreid@rfpc.ca,(250) 585-8696,,,,,,,,,,,,,,0.0,,0011600001uIOOhAAO,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3432.0
5001600000w3UuNAAU,False,,00011495,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and trust,Medium,,True,2016-11-09T16:27:43.000+0000,False,False,005G0000002heHMIAY,2016-11-09T16:27:32.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3431.0
5001600000w3UwmAAE,False,,00011496,003G0000018f6sKIAQ,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,General tax planning,Medium,,False,,False,False,005G0000002heHMIAY,2016-11-09T16:29:33.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(587)689-2453,(780) 995-2775,derek@finuity.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3431.0
5001600000w3W5uAAE,False,,00011497,003G000001AONSQIA5,001G000000urMu5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,EX Gratia 2016,Medium,"$2,328.43 for chronic care hospital and ambulance

Chronic care added to the plan Nov 1",True,2016-11-09T17:34:59.000+0000,False,False,005G0000002gy6XIAQ,2016-11-09T17:34:29.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519) 432-6199 ext. 223,(226) 980-9500,tyson.glassier@spmfinancial.ca,(519) 432-6197,,,,,,,,,,,Other,,,0.0,,0011600001lUl0GAAS,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,1.0,0.0,0.0,,False,3431.0
5001600000w3bVPAAY,False,,00011499,0031600002RdwPSAAZ,001G000000urMp9IAE,,,,,,Mutual Fund,,In Progress,,In Person,,Accomadation,High,Edward Jones transfer emailed to Nicole Gibbins,False,,False,False,00516000006nRPrAAM,2016-11-09T22:36:52.000+0000,00516000006nRPrAAM,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(705) 256-5618 x4336,(705) 987-4631,james.dominick@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRPrAAM,,,,,,,0.0,0.0,0.0,,False,3431.0
5001600000w3k4RAAQ,False,,00011500,003G0000018f6bhIAA,001G000000urMqsIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Why did you change my  RRSP into an insurance policy?,Medium,"Client was upset about moving from Old Freedom RRSP into new segregated fund RRSP when she got the notice from HO about her new ""insurance policy""

I answered many of her questions and she is fine and glad to understand what a segregated fund is and the insurance benefits it offers",True,2016-11-10T18:39:01.000+0000,False,False,005G0000002gy7yIAA,2016-11-10T18:38:56.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3430.0
5001600000w3l6EAAQ,False,,00011501,0030A0000029ca2QAA,001G000000wjNqkIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Late dependent due to delay in obtaining marriage certificante,Medium,"Employee DL wants to add husband as a dependent for pooled benefits only. Is a late app as she waited until had marriage certificate before requesting the addition and it is beyond 31 days.

Bettina we send me a copy of the marriage certificate and I will explore exception. Indicated this may be a challenge and option to complete medical questionnaire for coverage is likely the best bet.",True,2017-01-26T19:29:59.000+0000,False,False,005G0000002gyGzIAI,2016-11-10T19:32:10.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250)713-8735,(250) 713-8735,bettina@bpstrategies.ca,,,,,,,,,,,,,,,0.0,,0011600001o7EDQAA2,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3430.0
5001600000w3lLdAAI,False,,00011502,0031600002ISjN4AAL,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Pension transfer of small balance that permits RRSP rather than LIRA,Medium,Only 3 months with pension and only $450 so can be invested in RRSP,True,2016-11-10T19:46:21.000+0000,False,False,005G0000002gy7yIAA,2016-11-10T19:46:16.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905) 276-1177 x536,,melbourne.ellis@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3430.0
5001600000w3tDJAAY,False,,00011503,003G0000020tUwrIAE,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,"SB loan indicator still says' Awaiting Documents""",Medium,"Sukhi faxed in some docs but had missing signatures so has to refax.

Parvez loan comments still only indicate ""awaiting documents"" (app/pledge of security/void cheque/proof of income)

Sukhi was hoping for fast loan advance to get invested post Trump win but likely will be at least 3 to 5 more days",True,2016-11-11T15:01:55.000+0000,False,False,005G0000002gy7yIAA,2016-11-11T15:01:49.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)276-1177X466,(647) 330-1456,info@sukhisandhu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3429.0
5001600000w3tJgAAI,False,,00011504,0031600002Sz5ePAAR,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,death of Mother and Daughter receiving funds from LIRA,Medium,"CPP and OAS under $10,000 for 2016 but LIRA was $22,000 so taxable income to estate =$32,000 which will result in some income tax owing.  Mother has no assets (home sold); no cash in bank.  Daughter not sure if estate has 3k to pay the income tax

We will not withhold on the LIRA death claim",True,2016-11-16T14:47:31.000+0000,False,False,005G0000002gy7yIAA,2016-11-11T15:09:50.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,,michael.romano@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3429.0
5001600000w4ACLAA2,False,,00011505,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#292295 - November 14th, 2016",Medium,"Id#11 visited a physiotherapist that is not registered.  She has been informed and will not use this provider again, however advisor requested ex-gratia for $75 (claim for $125 but cut back to R&C) for this one claim. - Approved by Ronetta Jones. Mg.",True,2016-11-14T13:44:22.000+0000,False,False,005G0000002gxymIAA,2016-11-14T13:44:16.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,001G000001JH7raIAD,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3426.0
5001600000w4L2MAAU,False,,00011506,003G0000018f6ikIAA,00116000020PCjlAAG,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,GRAVEL BERTRAND (WM),Medium,Portfolio will need rebalancing,True,2016-11-25T14:04:38.000+0000,False,False,005G0000002gy8MIAQ,2016-11-14T22:11:09.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(418)476-5864X101,(418) 670-4567,jean-philippe@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,2.0,0.0,0.0,,False,3426.0
5001600000w4L4XAAU,False,,00011507,003G0000018f6ikIAA,00116000020PCjlAAG,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,HOULE FRANCOIS (WM),Medium,"Rebalnce portfolio 
Take into account that the holdo needs to pay insurance premium in 2017 of 130 915$",True,2016-11-25T14:44:40.000+0000,False,False,005G0000002gy8MIAQ,2016-11-14T22:13:52.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(418)476-5864X101,(418) 670-4567,jean-philippe@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,2.0,0.0,0.0,,False,3426.0
5001600000w4PtZAAU,False,,00011520,0031600002EUCd1AAH,001G000000urMrDIAU,,,,,,Segregated Fund,,In Progress,,In Person,,Segregated Fund Transfer,Medium,Worked with Luciano on the transfer documents for Dawna Borg's RRSP.  Also contacted Evelyn Rouse at head office to determine if any of the remaining funds could be transferred in kind.  Evelyn determined that this was not possible as they were segregated (which are not transferable at this time).,False,,False,False,00516000006lhhyAAA,2016-11-15T14:37:57.000+0000,00516000006lhhyAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(416)700-1715,(416) 700-1715,luciano.aquino@avenirwealthgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhyAAA,,,,,,,1.0,0.0,0.0,,False,3425.0
5001600000w4T9VAAU,False,,00011521,003G0000018f6ZWIAY,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Alain Bernier - Annual review,Medium,Prepare annual review document,True,2016-12-09T17:30:49.000+0000,False,False,005G0000002gy8MIAQ,2016-11-15T17:16:30.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(450)687-3971X522,(514) 239-5269,daniel.bernier@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document;Presentation,2.0,1.0,0.0,,False,3425.0
5001600000w4jsdAAA,False,,00011522,0031600002Rdyg8AAB,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Investment for non-risidence,Medium,Prospect is a Mom of a foreign student. she is inquiring whether she can open a investment account in Canada.,True,2016-11-16T19:33:27.000+0000,False,False,005G0000002gyCuIAI,2016-11-16T19:33:10.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(647)896-9539,(647) 896-9539,yijiezhang@aurawealth.onmicrosoft.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,3424.0
5001600000w4kA8AAI,False,,00011523,0031600002T0cGxAAJ,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Investment for a construction company,Medium,"Prospects are relatives of the advisor. they own a construction company, and is seeking investment opportunities. according to the advisor, the business needs frequent cash flow, and most of the investment will be short-term",True,2016-11-16T19:48:00.000+0000,False,False,005G0000002gyCuIAI,2016-11-16T19:47:51.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)475-0122,(647) 679-8831,zixin.he@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,,1.0,0.0,0.0,,False,3424.0
5001600000w4lyjAAA,False,,00011524,003G0000018f6VYIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Proceeds of insurance policy needs to be paid to 3rd party over time,Medium,"Have this stipulated in a WILL.

Then the Estate trustee can open an account in name of estate to have the policy or account funded by life policy and AWD to beneficiary as needed

Or, have a legal trust set up at death (Testamentary Trust) so the Trust owns the account funded by life insurance.  Need a lawyer and some added cost over the other option",True,2016-11-16T21:18:47.000+0000,False,False,005G0000002gy7yIAA,2016-11-16T21:18:42.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(877)857-2673,(647) 969-1773,shashi@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3424.0
5001600000w4mMqAAI,False,,00011525,003G0000018f7oQIAQ,001G000000urNAcIAM,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Gestion Mariseb,Medium,Alain is meeting his client for an annual review and would like to know if he needs to make any change to the portfolio before the end of the year due to the changes with the corporate class,True,2016-11-18T15:34:11.000+0000,False,False,005G0000002gy8MIAQ,2016-11-16T21:40:00.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(418) 484-5641,(418) 222-2355,alain.bolduc@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,2.0,0.0,0.0,,False,3424.0
5001600000w4uTPAAY,False,,00011538,003G0000020tUwrIAE,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,RESP catch-up rules for child now 15,Medium,"The parents can only catch up 1 year of missed grant at a time
So getting grant for age 15/16 and 17 permits also 3 more years for these contribution years = $1,500 of more grant",True,2016-11-17T16:59:46.000+0000,False,False,005G0000002gy7yIAA,2016-11-17T16:57:59.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)276-1177X466,(647) 330-1456,info@sukhisandhu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3423.0
5001600000w540QAAQ,False,,00011539,003G0000018f6bhIAA,001G000000urMqsIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Death of spouse and TFSA  holder wants to change beneficiary to Son.  Can he?,Medium,"Yes.  But where a spouse is the beneficiary or successor, the moneys roll over without the spouse needing to have eligible contribution room.

Where anyone other than spouse is beneficiary, the money is still tax free to the beneficiary, but that person must have eligible TFSA contribution room if the money is to be reinvested in a TFSA in their own name",True,2016-11-18T13:36:03.000+0000,False,False,005G0000002gy7yIAA,2016-11-18T13:35:57.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3422.0
5001600000w5CVCAA2,False,,00011540,003G0000018f7mxIAA,001G000000urN2uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#297502 - November 18th, 2016 - Ex-Gratia Request",Medium,Id#3 has $686.00 of Visioncare claims and there is no visioncare on the plan.  This client is extremely difficult and Shane is at risk of losing them as a client.  We are requesting a one time ex-gratia for the full amount. Mg.,True,2016-11-18T20:37:27.000+0000,False,False,005G0000002gxymIAA,2016-11-18T20:37:19.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)727-0424,(613) 850-5749,accounting@bennettinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001ru3pvAAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3422.0
5001600000w5UFhAAM,False,,00011541,003G0000018f7KjIAI,001G000000urMs9IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,TRAHAN & LONG,Medium,Change of old platform to new + PS2 and N series,True,2016-12-09T17:32:04.000+0000,False,False,005G0000002gy8MIAQ,2016-11-21T15:24:41.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(514)334-8701X4229,(514) 791-4242,marc.berube@coachingtrek.com,,,,,,,,,,,National Bank,Other,,,0.0,,,0.0,False,National Bank,,,,,005G0000002gy8MIAQ,,,,,,Presentation,2.0,0.0,0.0,,False,3419.0
5001600000w5VXmAAM,False,,00011542,003G0000018f82JIAQ,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#277931 - November 21st, 2016 - Claims Release Exception",Medium,"Client has been paying his premiums using the online banking feature, which is not an available option for Group clients.  As a result the October payment has gone missing and GIPA is trying to locate it.  In the meantime, Charito has agreed to release claims while this gets sorted out. Mg.",True,2016-11-21T16:25:06.000+0000,False,False,005G0000002gxymIAA,2016-11-21T16:25:00.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 760-2943,,jgardner@jltcanada.com,,,,,,,,,,,,,,,0.0,,001G000001kmlnUIAQ,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3419.0
5001600000w5WjoAAE,False,,00011543,003G0000018f7PgIAI,0011600001oiDJ2AAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and proprietorship,Medium,,True,2016-11-21T17:18:37.000+0000,False,False,005G0000002heHMIAY,2016-11-21T17:16:34.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(587) 747-3288,,ashandro@vitalpartnersinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3419.0
5001600000w5WnRAAU,False,,00011544,003G0000018f7QzIAI,001G000000urMxrIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2016-11-21T17:19:36.000+0000,False,False,005G0000002heHMIAY,2016-11-21T17:19:29.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)252-1752,,bill@brownfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3419.0
5001600000w5Wq1AAE,False,,00011545,0031600002QGROOAA5,001G000000urMxmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate ownership of LI,Medium,,True,2016-11-21T17:21:05.000+0000,False,False,005G0000002heHMIAY,2016-11-21T17:20:59.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403) 313-8169,(403) 669-2866,joseph@xulevy.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3419.0
5001600000w5aviAAA,False,,00011546,003G0000018f7TrIAI,001G000000urN2tIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nov. 22/16 Severance Request,Medium,"Please process this severance agreement approved by the SMC extending benefits as follows:  

SP Cert. xx– extend Life, AD&D, HC & DC from Oct 26/16 to Dec 31/16.  All other benefits (CI, LTD) terminate effective Nov 23/16.
April 26/17- Severance Agreement

Pls extend benefits for ID #xx MZ as follows:

CI & LTD                             March 30/17 to April 27/17
Life, HC & DC                     March 30/17 to June 1/17

If you have any questions, please let me know.
Thanks,
Tara",True,2016-12-05T20:36:52.000+0000,False,False,005G0000002gy4AIAQ,2016-11-21T20:25:06.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 866-8669,,benefits4uinc@rogers.com,,,,,,,,,,,,,,,0.0,,0011600001lUf7kAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3419.0
5001600000w5krlAAA,False,,00011547,0031600002SzFzOAAV,001G000000urMqcIAE,,,,,,Life,,In Progress,,In Person,,Chintan Upadhyay,Medium,"Wife name Nimisha Upadhyay.

647 921 5380.  

$250,000 Term",False,,False,False,005160000077kprAAA,2016-11-22T16:50:01.000+0000,005160000077kprAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,,usha.shakya@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3418.0
5001600000w5ktDAAQ,False,,00011548,0031600002SzFzOAAV,001G000000urMqcIAE,,,,,,CI,,In Progress,,In Person,,Chintan Upadhyay,Medium,"$50, 000 with 2nd incident",False,,False,False,005160000077kprAAA,2016-11-22T16:51:11.000+0000,005160000077kprAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,,usha.shakya@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077kprAAA,,,,,,,0.0,0.0,0.0,,False,3418.0
5001600000w5pqGAAQ,False,,00011549,003G000001UQQ35IAH,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,LI and professional corporations,Medium,,True,2016-11-22T20:37:55.000+0000,False,False,005G0000002heHMIAY,2016-11-22T20:37:47.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)428-8585,,lindsay.fenwick@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3418.0
5001600000w5pzWAAQ,False,,00011550,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2016-11-22T20:45:46.000+0000,False,False,005G0000002heHMIAY,2016-11-22T20:45:40.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3418.0
5001600000w5qbVAAQ,False,,00011551,003G0000018f6YSIAY,001G000000urMs9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Jean-Maurice Caty - Annual review,Medium,Cash flow strategy,True,2016-11-29T23:12:22.000+0000,False,False,005G0000002gy8MIAQ,2016-11-22T21:19:18.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(514)334-8701,(514) 971-8074,real.veilleux@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,5.0,1.0,0.0,,False,3418.0
5001600000w664tAAA,False,,00011552,0031600002QUeD6AAL,001G000000urMrTIAU,,,,,,Segregated Fund,,Closed - Responded,,In Person,,,Medium,Case closed with Terasa's Mom. $260K RRIF,True,2016-11-24T16:21:46.000+0000,False,False,00516000006lhhXAAQ,2016-11-24T16:21:46.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(416)552-5003X1,(905) 626-5128,terasa@basiswealth.com,(416)552-3007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3416.0
5001600000w69vSAAQ,False,,00011566,0031600002N21jqAAB,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate ownership of LI,Medium,,True,2016-11-25T16:04:17.000+0000,False,False,005G0000002heHMIAY,2016-11-25T16:04:11.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)261-4690,(403) 796-8055,randischeck@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3415.0
5001600000w69wkAAA,False,,00011567,003G0000018f6XfIAI,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax planning,Medium,RE:  Personal matters,True,2016-11-25T16:05:22.000+0000,False,False,005G0000002heHMIAY,2016-11-25T16:05:16.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)329-6220,,brad@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3415.0
5001600000w6F7CAAU,False,,00011569,003G000001IkV6xIAF,001G000000wjlfZIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nov. 25/16 Severance Request,Medium,"Please process this severance agreement approved by the SMC extending benefits as follows:  

Cert. xx, EJ – extend HC (Contact) & DC from Nov 14/16 to Mar 1/17.  All other benefits (Life, AD&D, LTD) terminate effective Nov 14/16.",True,2016-12-05T20:11:41.000+0000,False,False,005G0000002gy4AIAQ,2016-11-25T20:55:05.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 725-1515,,jeremy@moorefinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUc64AAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3415.0
5001600000wumZKAAY,False,,00011570,003G0000018f6smIAA,00116000021JXNyAAO,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,GWL Stock Options alternatives,Medium,Advisor is qualified to setup corporation this year. She is looking for choices for her accumulated funds in her company stock options.,True,2016-11-27T18:52:34.000+0000,False,False,005G0000002gyCuIAI,2016-11-27T18:52:19.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)475-0122,,liping.he@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Concept,1.0,0.0,0.0,,False,3413.0
5001600000wvKBsAAM,False,,00011571,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,PCs and CGE for QSBCS,Medium,,True,2016-11-29T21:14:56.000+0000,False,False,005G0000002heHMIAY,2016-11-29T21:14:49.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3411.0
5001600000wvKFfAAM,False,,00011572,003G0000018f7IDIAY,0015o000008CyxsAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning - estimate tax at death,Medium,All contact via Guy Caouette,True,2016-11-29T21:17:20.000+0000,False,False,005G0000002heHMIAY,2016-11-29T21:17:10.000+0000,005G0000002heHMIAY,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(403)234-7878X235,,keith@glendayinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3411.0
5001600000wvKVdAAM,False,,00011573,003G0000018f7PlIAI,001G000000urNBEIA2,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Eremenko-IRR-change in divdiend scale on old policy,Medium,Did IRR,True,2016-11-29T21:28:47.000+0000,False,False,005G0000002gxzcIAA,2016-11-29T21:28:35.000+0000,005G0000002gxzcIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519)746-2600,,ibrown@integratis.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,3.0,0.0,0.0,,False,3411.0
5001600000wvRy1AAE,False,,00011574,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Mackenzie name change on Nov 25,Medium,Janis had 3 third party funds with Mackenzie and the name changed on one as of Nov 25 from Mac Global Diversified equity Class to Mac Global Dividend,True,2016-11-30T15:22:51.000+0000,False,False,005G0000002gy7yIAA,2016-11-30T15:22:44.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3410.0
5001600000wvS1AAAU,False,,00011575,0031600002NUL3mAAH,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA rules,Medium,"Client has $16,500 eligible contribution room to start 2016.  But also withdrew $2,000 in June 2016. Can he still contribute up to $16,500 in 2016?  YES

He can't contribute $16,500 PLUS his withdrawal, but he can contribute $16,500.  then in 2017, his withdrawal of $2,000 is added back to his contribution room + $5,500 more for 2017 = $7,500 in more room as of Jan 1, 2017",True,2016-11-30T15:25:56.000+0000,False,False,005G0000002gy7yIAA,2016-11-30T15:25:52.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)276-1177,(416) 678-2916,julioluis.anopol@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3410.0
5001600000wvfE0AAI,False,,00011589,003G0000018f7CkIAI,0011600001zzifmAAA,,,,,,,,In Progress,,In Person,,Compliance,High,She need to redo her privacy modules again and bring a proof of it being done,False,,False,False,00516000006nRQ0AAM,2016-12-01T04:27:42.000+0000,00516000006nRQ0AAM,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(416)576-2886,(416) 576-2886,sherryli@urtrustfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQ0AAM,,,,,,,0.0,0.0,0.0,,False,3410.0
5001600000wvgs3AAA,False,,00011590,003G0000018f7KxIAI,001G000000urMqiIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Shirley wants a list of her Money Market clients,,"I ran reports on Investment Centre for segs and mutual funds for her
I gave her Tammy and Stacy Stevens contact info for her Freedom Fund clients",True,2016-12-01T14:29:51.000+0000,False,False,005G0000002gy7yIAA,2016-12-01T14:29:40.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)276-1177X365,(416) 917-1800,shirleylee@primeanchor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3409.0
5001600000wvgxSAAQ,False,,00011591,0031600002NUL3mAAH,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Investment Loan paperwork submitted prior to loan approval,Medium,"Errors on loan documents
Errors on investment documents
Sent investment app solo without loan app.
Contacted Chantal Martin who will have Maria Gil handle this file personally to complete funding provided Julio re-sends by fax a new investment loan application correcting the NIGO",True,2016-12-01T14:34:19.000+0000,False,False,005G0000002gy7yIAA,2016-12-01T14:34:14.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)276-1177,(416) 678-2916,julioluis.anopol@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3409.0
5001600000wvvw1AAA,False,,00011592,003G0000018f7TQIAY,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#401523 - December 1st, 2016 - Survivor Benefits",Medium,"Survivor Benefits set up - grandfathered from previous insurance carrier
Barb Burgess - 11 401523 SS99999999 01
Terminates May 29th, 2017",True,2016-12-02T15:13:36.000+0000,False,False,005G0000002gxymIAA,2016-12-02T15:13:06.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)226-1964,ext 371,anoseworthy@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001zaBbSAAU,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3408.0
5001600000wvztVAAQ,False,,00011593,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Corporate ownership of LI,Medium,,True,2016-12-02T18:15:05.000+0000,False,False,005G0000002heHMIAY,2016-12-02T18:14:11.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3408.0
5001600000wwUbfAAE,False,,00011594,0031600002WuRNBAA3,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How competitive is SB RRSP lending rates to competition?,Medium,"Banks don't generally post rates for loans.  They post PRIME and that loans may be based on Prime but not the spread. TD/RBC/CIBC websites don't have easily accessible lending rates

Manulife is Prime + 0.50
Our program is Prime + 0.75",True,2016-12-05T20:58:23.000+0000,False,False,005G0000002gy7yIAA,2016-12-05T20:58:14.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)821-8224,(647) 992-1822,dave@haunnlanders.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3405.0
5001600000wwUfSAAU,False,,00011595,0031600002XamJ5AAJ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,How risky is the client's Fidelity RRSP?   (approx $116k),Medium,"Sull ran both AWS and ProStation report showing asset mix
Good portfolio/ good performance / 40% fixed income",True,2016-12-05T20:59:57.000+0000,False,False,005G0000002gy7yIAA,2016-12-05T20:59:53.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,,oriana.melo@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3405.0
5001600000wwWI6AAM,False,,00011596,003G0000018f7JSIAY,001G000000urMtbIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,GRIMARD & MALTAIS,Medium,"Advisor would like to offer an exception as they are very close to the threshold
If exception is granted will need a HNW portfolio for Mme Maltais as she is currently in segregated funds
Robert Grimard has a combination of DSC and FEL in his open account, this will have to be transitioned over  a certain period of time",True,2016-12-07T17:46:22.000+0000,False,False,005G0000002gy8MIAQ,2016-12-05T22:09:48.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(418)549-7747,(418) 540-8166,eemond@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Presentation,3.0,0.0,0.0,,False,3405.0
5001600000wwnwyAAA,False,,00011609,003G0000018f7UWIAY,001G000000urN2oIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Dec. 6/16- Dependant Life Claim,Medium,"Des. 6/16- Dependent Life Claim $5, 000.72 for DA (id xx) sent to Mark",True,2016-12-06T21:43:48.000+0000,False,False,005G0000002gy4AIAQ,2016-12-06T21:43:42.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 938-9110 x 201,(613) 577-0515,mark@mmcdermid.com,(613) 938-0027,,,,,,,,,,,,,,0.0,,001G0000019oyQsIAI,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3404.0
5001600000wyIMuAAM,False,,00011646,003G000001B6XqsIAF,001G000000urN36IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#299139 - Dec 13th, 2016 - Claims Exception",Medium,"Accidental Dental claim Id#4 - send scanned copies of claim for processing, as claim totalling $5029.00.  An exception was made to process without the originals. Mg.",True,2016-12-13T15:41:42.000+0000,False,False,005G0000002gxymIAA,2016-12-13T15:41:35.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 599-6100 x 225,(613) 408-1000,rgrecco@bairdbenefitsplus.com,,,,,,,,,,,,,,,0.0,,0011600001uHwNtAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3397.0
5001600000wyPfPAAU,False,,00011647,003G0000018f6eoIAA,001G000000urMseIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,MORIN GILLES,Medium,"IC Sylvain called for M Morin personal accounts. He has HNW with us and would like to rebalance his accounts as some of his portfolios are underperforming.
Sylvain asked me for a balanced portfolio segregated funds",True,2016-12-13T20:45:19.000+0000,False,False,005G0000002gy8MIAQ,2016-12-13T20:44:57.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,450-492-5688,,gilles.morin@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,0.0,0.0,0.0,,False,3397.0
5001600000wyWzEAAU,False,,00011648,0031600002Sz5ePAAR,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Old Freedom Fund Non Reg to new segs TFSA,Medium,Mike was using a TANRI?   This won't work as you are changing the plan from non reg to Reg.  He needs to do a REDEMPTION from FF non reg and instruct on the form to have the cheque deposited into TFSA along with application,True,2016-12-19T14:23:11.000+0000,False,False,005G0000002gy7yIAA,2016-12-14T14:29:36.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,,michael.romano@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3396.0
5001600000wyXKXAA2,False,,00011649,003G000001aRuxJIAS,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,N Drive has several corrupted files that won't open?,Medium,"This has happened before.   In fact, all the files were changed somehow to add a non-working file extension that Service Desk had to change since more than 20 files were corrupted.

For Scott, the proposals were still there and usable but also some corrupted versions he was trying to use

Problem resolved itself over night.",True,2016-12-14T14:45:27.000+0000,False,False,005G0000002gy7yIAA,2016-12-14T14:45:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905) 276-1177 x494,(647) 296-5500,scott.mcmaster@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3396.0
5001600000xO6z9AAC,False,,00011650,003G000001IkVHcIAN,001G000000urN1mIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-Gratia Request for 36,Medium,"Dec 20, 2016: ex-gratis request approved. Claim in processing - 3-5 business days.

Dec 15, 2016: Sent Ex-gratia Request for amount above $200 (expenses are $300), along with email from advisor/ plan admin requesting an exception for payment to M&DS for consideration (RCC expenses).",True,2016-12-20T16:07:53.000+0000,False,False,005G0000002gyDHIAY,2016-12-15T20:44:26.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(604) 961-3697,,dfortuna@tagf.com,,,,,,,,,,,,,,,0.0,,0011600001lUjO5AAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3395.0
5001600000xOk74AAC,False,,00011783,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#292295 - December 16th, 2016 - Ex-Gratia Request",Medium,"#11 - Employee thought that the physiotherapy provider was registered, however, upon further investigation from HO, she was determined to not have completed her final exam.  We have requested that $350 be paid ex-gratia - with the understanding that the client is aware that this provider will not be accepted in future. Approved by Cheryl Franklin. Mg",True,2016-12-19T17:56:44.000+0000,False,False,005G0000002gxymIAA,2016-12-19T17:56:36.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,001G000001JH7raIAD,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3391.0
5001600000xOlM5AAK,False,,00011784,003G0000018f6fEIAQ,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"Dec, 19/16- Life Claim/Survivor Benefits",Medium,"Surviving Spouse:  LA

Please be advised the survivor benefits for the (Healthcare and Dental care benefits) have now been set up on the BEN system
Effective (10 NOVEBMER 2016) under identification SS00000001
The survivor benefits have also been set up on the BCE Emergis system.  The pharmacist will have to enter relationship code 01.
This coverage will terminate   10 NOVEMBER  2018 or earlier, for dependents who cease to qualify under the definition of dependents in the contract.
Jan. 3/17-Life Claim of $12,504.28 arrived.  Payments/drug card sent to F55  Reaney Chris c/o Debbie Barr as instructed by Chris over the phone.",True,2017-01-03T19:05:02.000+0000,False,False,005G0000002gy4AIAQ,2016-12-19T18:42:30.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,0011600001lUkTdAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3391.0
5001600000xPC8zAAG,False,,00011785,003G0000018f783IAA,001G000000urMs9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,GUENETTE Laurier,Medium,Client would like to have a review and see me in person - several questions regarding the open account with the changes in regulation for corporate class - would like to know how this will affect there account and what we will do to adjust the game plan in regards to the withdraw plan - Basically will they still be OK,True,2016-12-21T23:06:01.000+0000,False,False,005G0000002gy8MIAQ,2016-12-21T12:54:38.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(450)438-5213,(450) 560-1167,mario.marinier@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Presentation,2.0,1.0,0.0,,False,3389.0
5001600000xPC9nAAG,False,,00011786,003G0000018f783IAA,001G000000urMs9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,LACHANCE,Medium,"Client wanted to see me for their annual review in person, they have several questions in regard to the legislation changes and have made several additional deposits in the last year. They would like to know how they are doing and if they are still on track.",True,2016-12-21T23:11:07.000+0000,False,False,005G0000002gy8MIAQ,2016-12-21T12:59:06.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(450)438-5213,(450) 560-1167,mario.marinier@coachingtrek.com,,,,,,,,,,,National Bank,Other,,,0.0,,,0.0,False,National Bank,,,,,005G0000002gy8MIAQ,,,,,,Presentation,2.0,1.0,0.0,,False,3389.0
5001600000xPD5TAAW,False,,00011787,003G0000018f7TJIAY,001G000000urN2vIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,lifeclaimcheque-mailed,Medium,mailed life claim chque dec 21/16- via fedex to mr shanahan,True,2016-12-21T14:39:16.000+0000,False,False,005G0000002gy4FIAQ,2016-12-21T14:39:05.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)543-3332,(613) 330-6889,bruddock@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,001G000001kmkTXIAY,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3389.0
5001600000xPM27AAG,False,,00011788,0031600002B88anAAB,0011600001lUkVWAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Dec. 21/16-Severance Request,Medium,"Cert #xx SU

Extend Life, STD and LTD from Dec 2 2016 to Jan 27 2017
Extend Health and dental from December 2 2016 to Nov 2 2017",True,2016-12-21T21:01:52.000+0000,False,False,005G0000002gy4AIAQ,2016-12-21T21:01:44.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)294-9073,,allan@taylorfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkVQAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3389.0
5001600000xPTE3AAO,False,,00011789,003G000001D2B3lIAF,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"LTD legal claim-paid out # 10, lump sum- dec 2016",Medium,"Lump sum amt 72,000 paid out to this ee.  I have advised the advisor on Dec 2016",True,2016-12-22T14:48:29.000+0000,False,False,005G0000002gy4FIAQ,2016-12-22T14:48:01.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 225-4415,,bobcotie@rogers.com,,,,,,,,,,,,,,,0.0,,0011600001lUgJAAA0,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3388.0
5001600000xQdttAAC,False,,00011802,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#213574 - December 29th, 2016 - Ex-Gratia Request",Medium,"Employee# 111 - Dental work done in the amount of $1,12 - when annual maximum had been reached for the 2016 year.  Our first request for ex-gratia was declined as plan member had other dental work done prior to this and was informed that they had reached their maximum.  Leo is at risk of losing this client, as well as GWL is at risk, therefore, Claude has approved this ex-gratia as a one time only for this policy. Mg.",True,2016-12-29T19:35:32.000+0000,False,False,005G0000002gxymIAA,2016-12-29T19:35:25.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUcN9AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3381.0
5001600000xR8TFAA0,False,,00011803,0031600002EUCd1AAH,001G000000urMrDIAU,,,,,,Segregated Fund,,In Progress,,In Person,,RRSP & TFSA Transfer,Medium,"Luciano spoke to me about a case.  He has a client who has passed away and he is now working on transferring all of her assets to F55F.  We discussed her ability to transfer her husbands TFSA, plus her limit for 2017 as $5,500 and also how to get her a regular monthly payment.",False,,False,False,00516000006lhhyAAA,2017-01-03T14:11:45.000+0000,00516000006lhhyAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(416)700-1715,(416) 700-1715,luciano.aquino@avenirwealthgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhyAAA,,,,,,,0.0,0.0,0.0,,False,3376.0
5001600000xRASiAAO,False,,00011804,003G0000018f6yHIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Needed contact info for GB Lang,Medium,Sent phone and website address which permits a communication to them directly on their website,True,2017-01-03T16:12:42.000+0000,False,False,005G0000002gy7yIAA,2017-01-03T16:12:36.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)276-1177,(416) 527-1477,ramsay@ramsaymery.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3376.0
5001600000xRGKiAAO,False,,00011806,003G0000018f6fRIAQ,001G000000urMqqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Pension transfer with a Taxable excess amount,High,"They wanted to understand the nature of the taxation?
Also how 50% unlocking rules work if the LIRA is matured into a LIF soon",True,2017-01-03T20:00:12.000+0000,False,False,005G0000002gy7yIAA,2017-01-03T20:00:07.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)637-3636,(647) 330-3404,jgilmour@eagleridgefsl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,3376.0
5001600000xRGN1AAO,False,,00011805,003G0000018f7TrIAI,001G000000urN2tIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Jan. 3/17- Severance Requested,Medium,"Please process this severance agreement approved by the SMC extending benefits as follows:  

Cert.xx, JL – extend Life, AD&D, HC & DC from Jan 11/17 to Feb 8/17.  All other benefits (CI, LTD) terminate effective Jan 11/17.",True,2017-01-03T20:00:10.000+0000,False,False,005G0000002gy4AIAQ,2017-01-03T19:59:57.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 866-8669,,benefits4uinc@rogers.com,,,,,,,,,,,,,,,0.0,,0011600001lUf7kAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3376.0
5001600000xRGsxAAG,False,,00011807,0030A0000029dRaQAI,001G0000018bZvdIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Life Claim ID 213,High,"Spoke to Norris today - member has passed away.  He is trying to find out details as it happened over the holidays.  Advised originals not required - asked to scan everything to me so that we can expedite the claim.  He would like to deliver the survivorship package to the widow.
Jan 9/17 - update - spoke to PA and advisor - member attempted suicide Dec 15th and died in hospital on the 28th.  His benefits did not come into effect until December 16th and was estranged from his spouse.  Would we pay the claim based on his benefit effective date and these circumstances?  Emailed Kristi Abbott to determine that.
Jan 11/17 - Kristi advises that member was not actively at work at the time of his passing therefore no claim can be paid, neither survivorship benefits.  Client and advisor notified.",True,2017-01-11T19:57:04.000+0000,False,False,00516000006ZyLxAAK,2017-01-03T20:17:55.000+0000,00516000006ZyLxAAK,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)388-7013,,norris@hironakabenefits.ca,(403)388-7505,,,,,,,,,,,,,,0.0,,0011600001lUn1WAAS,0.0,False,,,,,,00516000006ZyLxAAK,,,,,,,0.0,0.0,0.0,,False,3376.0
5001600000xRR11AAG,False,,00011808,0030A0000029f6LQAQ,001G000000vkHHXIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Request for Open Enrolment,Medium,"Jan 10, 2017: Open enrolment approved and processed. Advised plan admin.

Jan 4, 2017: Received apps for the two late employees for consideration for open enrolment. Sent request for approval to Spac Admin today.

Dec 15, 2016: Spoke with PA. They have two late applicants. Went over waiting period and late applicant process. Going to request a one-time open enrolment for two late applicants at this time to clean up the policy. Will send up request once EE info received.",True,2017-01-17T18:13:22.000+0000,False,False,005G0000002gyDHIAY,2017-01-04T16:33:53.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(604)500-5858,,sean.peach@sunlife.com,(604)451-8601,,,,,,,,,,,,,,0.0,,0011600001lUjNfAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3375.0
5001600000xRRZXAA4,False,,00011809,003G000001lFa6qIAC,001G000000urMrTIAU,,,,,,Segregated Fund,,In Progress,,In Person,,Alex Rough,High,RRIF sale made,False,,False,False,00516000006lhhXAAQ,2017-01-04T16:59:21.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)441-4249,1 905 441 4249,cory.code@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3375.0
5001600000xRS9BAAW,False,,00011810,003G0000018f6kxIAA,001G000000urMo8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Death Claim - 15,Medium,"March 2, 2017: Received Life Claims cheque and SS card. Have contacted Abraham for delivery. 

Feb 21, 2017: received outstanding info for claim. Have put in interoffice today for processing. Next step will be survivor benefits once complete.

Feb 20, 2017: received life claim. have sent email to advisor re: outstanding information.

Jan 3, 2017: received email from the advisor in regards to a recent death of an EE. I provided the life claim form and details on what is required as it may also be an AD&D claim. There is a dependent spouse and child that will need the SS benefits once the claim is started.",True,2017-03-02T15:52:52.000+0000,False,False,005G0000002gyDHIAY,2017-01-04T17:24:26.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(604)722-4910,(604) 722-4910,abraham@pcbenefits.ca,,,,,,,,,,,,,,,0.0,,001G000001Fn2N8IAJ,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3375.0
5001600000xRSMFAA4,False,,00011811,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Non-resident taxation,Medium,,True,2017-01-04T17:32:07.000+0000,False,False,005G0000002heHMIAY,2017-01-04T17:32:00.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3375.0
5001600000xRTFyAAO,False,,00011812,0031600002WuRNBAA3,001G000000urMqcIAE,,,,,,,,In Progress,,In Person,,Kevin Bowie,Medium,"Working on Navi Plan for this client.  The client is Business Owner and has about 600K in assets, not managed properly.  No Insurance as well.
Good opportunity for Life case and investments.  Meeting the client on Jan 11th to present Life and on Jan 13th with kelvin Wong to present Portfolio.",False,,False,False,00516000006lhhcAAA,2017-01-04T18:09:01.000+0000,00516000006lhhcAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)821-8224,(647) 992-1822,dave@haunnlanders.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhcAAA,,,,,,,0.0,0.0,0.0,,False,3375.0
5001600000xRTzMAAW,False,,00011813,0031600002Uza9HAAR,001G000000urMpKIAU,,,,,,Life,,In Progress,,Phone,,CPP Single Case Release,Medium,Life Insurance decline shopped to CPP,False,,False,False,00516000006lhh3AAA,2017-01-04T18:42:13.000+0000,00516000006lhh3AAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,,oscar.bolano@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhh3AAA,,,,,,,0.0,0.0,0.0,,False,3375.0
5001600000xRVEmAAO,False,,00011814,003G0000018f7VPIAY,001G000000urN1nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Death Claim - 44,Medium,"Jan 23, 2017: SS Card received for SS. Sent to Advisor via ICS for delivery to the SS.

Jan 5, 2017: Spoke with advisor. He was good friends with the deceased.
We are to courier the life claim cheque directly to the firm partner (beneficiary). The SS card and details can be sent directly to the advisor for delivery to the SS.

Jan 4, 2017: Life claim report and death cert forwarded to HO.
Contact advisor when Life claim cheque received to confirm delivery. Same with SS card.",True,2017-01-23T18:43:49.000+0000,False,False,005G0000002gyDHIAY,2017-01-04T19:37:02.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(604) 510-2709,(604) 657-5034,brien@vanfraser.ca,,,,,,,,,,,,,,,0.0,,0011600001lUeUUAA0,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3375.0
5001600000xRjzfAAC,False,,00011815,0031600002Tsu6xAAB,001G0000017ynOGIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Late App Dependents & Waive Dental Restiction if Approved - 2,Medium,"March 3/17 - Dependents approved Feb 22, dental restriction waived.

Feb 21,2 017: Additional information has been requested from spouse (Feb 20th). Will follow-up in a few weeks.


Jan 5, 2017: Change form received at HO and Evid sent to GMU. If approved, dental restriction will be waived. Correspondence in Efile.",True,2017-03-03T21:03:34.000+0000,False,False,005G0000002gyDHIAY,2017-01-05T19:51:21.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(778) 737-7381,,marinsvorinic@gmail.com,,,,,,,,,,,,,,,0.0,,001G0000017ynOGIAY,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3374.0
5001600000xRkK4AAK,False,,00011816,0031600002B82g0AAB,0011600001lUmurAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment,Medium,"Requested a open enrollment for 4 employees. There is a new PA Ann who realised that 4 employees have not been added to the plan so I have requested approval for an open enrollment.

-Open Enrollment has been approved effective Jan 9th.",True,2017-01-09T16:10:10.000+0000,False,False,005G0000002gy1fIAA,2017-01-05T20:05:48.000+0000,005G0000002gy1fIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403) 269-6600 x 269,,,,,,,,,,,,,,,,,0.0,,0011600001lUmurAAC,0.0,False,,,,,,005G0000002gy1fIAA,,,,,,,0.0,0.0,0.0,,False,3374.0
5001600000xRvkTAAS,False,,00011829,0031600002YwGzKAAV,0011600001wKpmKAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-Gratia Request,Medium,"Diabetic supplies are not covered by GWL, all other carriers do so we have asked for this to be covered",True,2017-01-25T19:09:08.000+0000,False,False,005G0000002gyDvIAI,2017-01-06T17:44:47.000+0000,005G0000002gyDvIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250) 392-2911,,gloria@pmtcpa.com,(250) 991-0942,,,,,,,,,,,,,,0.0,,0011600001wKpmKAAS,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,3373.0
5001600000xRvusAAC,False,,00011830,003G0000018f7mlIAA,001G000000urN0sIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Welcome Plan # 168100 ID # 1366 Karina Stepin,Medium,"Mid-wife services declined under Welcome Plan.  We're waiting to hear from M&DS if this can be processed ex-gratia.  If approved, we'll work on getting the claim excluded from group's experience

- Tannis Allman approved exception on an administrative basis.  Informed the advisor about the decision.",True,2017-01-12T23:49:40.000+0000,False,False,005G0000004e3wfIAA,2017-01-06T17:53:30.000+0000,005G0000004e3wfIAA,2017-01-12T23:49:40.000+0000,005G0000004e3wfIAA,2018-10-05T23:36:38.000+0000,(250) 763-6464,,bret@alabasterbenefits.com,,,,,,,,,,,,,,,0.0,,0011600001lUlWPAA0,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3373.0
5001600000xRxErAAK,False,,00011831,0031600002IShdZAAT,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,term conversion life17,Medium,Gordon wanted confirmation on how to present and complete term conversions with Life17 products.,True,2017-01-06T19:00:05.000+0000,False,False,005160000077LkNAAU,2017-01-06T18:59:56.000+0000,005160000077LkNAAU,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780) 428-8585,,gordon.murray@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077LkNAAU,,,,,,,0.0,0.0,0.0,,False,3373.0
5001600000xS5bcAAC,False,,00011832,003G0000018f7CnIAI,001OH00000M334mYAB,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment,Medium,"Jan 7 - sent instructions to Aaron and Kaitlyn on next steps for open enrollment

Jan 16 - discussed with Kaitlyn that we are waiting on the enrolment forms in order to take the next steps. Kaitlyn to F/U

Jan 26/17 - Noreen has all but one employee application form. Trying to fax to Kaitlyn and us.",True,2017-03-07T06:27:25.000+0000,False,False,005G0000002gyGzIAI,2017-01-07T18:42:11.000+0000,005G0000002gyGzIAI,2024-11-04T15:07:18.000+0000,0055o0000019VX9AAM,2024-11-04T15:07:19.000+0000,(250)724-9745,(250) 720-5530,aaron@avfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhUbAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3372.0
5001600000y8O5UAAU,False,,00011857,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,#287481 - October/November 2016 - Life Insurance/AD&D Claim Exception,High,"Id#75 passed away in a work related accident (cement mixer) - Unfortunately he had not completed his enrollment form and was not on the benefits plan at his time of death.  Claude Gatin made an exception in order to add him to the plan retroactively and pay out the Life Insurance and AD&D claim in excess of $60,000.  Survivor benefits were also set up for his surviving spouse and children.",True,2017-01-10T03:37:34.000+0000,False,False,005G0000002gxymIAA,2017-01-10T03:37:26.000+0000,005G0000002gxymIAA,2017-01-10T03:37:34.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kmlnuIAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3370.0
5001600000y8V2KAAU,False,,00011858,003G000001IkdhTIAR,001G000000urMtTIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,SIM GLEN,Medium,Advisor will be getting new assets and would like to rebalance existing at the same time - Needs a portfolio,True,2017-01-25T23:14:16.000+0000,False,False,005G0000002gy8MIAQ,2017-01-10T18:31:22.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)293-6772,,trevor.turnbull@advicecanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,2.0,0.0,0.0,,False,3369.0
5001600000y8V5iAAE,False,,00011859,003G000001IkdhTIAR,001G000000urMtTIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,KEKEWICH & HARTKEN (WM),Medium,HNW portfolio need to be rebalanced,True,2017-01-25T23:13:52.000+0000,False,False,005G0000002gy8MIAQ,2017-01-10T18:34:04.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)293-6772,,trevor.turnbull@advicecanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,3.0,0.0,0.0,,False,3369.0
5001600000y8ZAVAA2,False,,00011860,003G0000018f79xIAA,001G000000urMoWIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,prudential term 5 conversion,Medium,ROB wanted to double check conversion provision on an old Prudential term product. Found some information for him on advisor site to confirm that it can be converted to any current permanent product and also had Carolyn follow up with Rob to confirm paperwork requirements.,True,2017-01-13T18:26:05.000+0000,False,False,005160000077LkNAAU,2017-01-10T21:36:42.000+0000,005160000077LkNAAU,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,780-428-8585,,robert.freeman@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077LkNAAU,,,,,,,0.0,0.0,0.0,,False,3369.0
5001600000y8k9HAAQ,False,,00011861,003G0000018f6eTIAQ,0011600001pKb12AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2017-01-11T19:23:34.000+0000,False,False,005G0000002heHMIAY,2017-01-11T19:23:27.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3368.0
5001600000y8kQhAAI,False,,00011862,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI,Medium,,True,2017-01-11T19:37:03.000+0000,False,False,005G0000002heHMIAY,2017-01-11T19:36:56.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3368.0
5001600000y8kYRAAY,False,,00011863,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax planning,Medium,,True,2017-01-11T19:41:57.000+0000,False,False,005G0000002heHMIAY,2017-01-11T19:41:51.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3368.0
5001600000y8tK5AAI,False,,00011864,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,FORTIER MARCEL (WM),Medium,"Client needs to withdraw 35K net from his RRSp
Alain is asking where to take the assets",True,2017-01-12T15:27:13.000+0000,False,False,005G0000002gy8MIAQ,2017-01-12T15:25:19.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,3367.0
5001600000y95DzAAI,False,,00011877,003G0000018f6Y7IAI,00116000020OlWtAAK,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,How do IPP's work as his client has a CA that thinks it may help,Medium,"Discussed the case and recommended he bring in GBL quickly to determine viability.  From what mark indicated client may be too young (late 30's) and not yet earning enough (under $100,000) to make IPP a superior option. However, he can set the stage to do this later on when his income increases.  Referred Francecso to www.gblinc.ca",True,2017-01-13T13:46:16.000+0000,False,False,005G0000002gy7yIAA,2017-01-13T13:46:08.000+0000,005G0000002gy7yIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(416)720-6547,(416) 720-6547,ffrano@codefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000c6EIIAY,,,,0.0,0.0,0.0,,False,3366.0
5001600000y9AZvAAM,False,,00011878,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Group Conversion,Medium,"Sent Ron new GC tools and explained new options. Sounds like he has problems with his excel, preventing him from using the tools. Talked about future conversion options with T65 (no change from last year rules).",True,2017-01-13T18:28:35.000+0000,False,False,005160000077LkNAAU,2017-01-13T18:28:17.000+0000,005160000077LkNAAU,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077LkNAAU,,,,,,Quotation,0.0,0.0,0.0,,False,3366.0
5001600000y9SRnAAM,False,,00011879,003G000001lFa6qIAC,001G000000urMrTIAU,,,,,,Segregated Fund,,In Progress,,In Person,,Bob Barrett,Medium,"Selling house wants to talk about assets when the house is sold.
Living with his Mom as he had a stroke.",False,,False,False,00516000006lhhXAAQ,2017-01-16T17:43:48.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)441-4249,1 905 441 4249,cory.code@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3363.0
5001600000y9SUSAA2,False,,00011880,003G000001D3Rg9IAF,001G000000urMrTIAU,,,,,,Life,,In Progress,,In Person,,Term conversion,Medium,"Met with Peter today to help with preparing case to present to client.
Application highlighted to make process with client go smoothly",False,,False,False,00516000006lhhXAAQ,2017-01-16T17:48:30.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)442-2155,(416) 818-0791,peter.killam@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3363.0
5001600000y9XAmAAM,False,,00011881,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#401616 - January 17th, 2017 - Ex-Gratia",Medium,Id#6 - Drug claims in the amount of $19.48 occurred due to plan member not having their drug card and pharmacy overcharging.  Approved by Ronetta Jones,True,2017-01-17T13:48:12.000+0000,False,False,005G0000002gxymIAA,2017-01-17T13:48:05.000+0000,005G0000002gxymIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001zzapJAAQ,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3362.0
5001600000y9iBrAAI,False,,00011882,003G0000018f7ryIAA,001G000000urN8JIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,CARTIER NANCY (WM),Medium,Advisor tried to offer SP1 but got rejected - the client does business with two different advisor,True,2017-01-25T23:19:23.000+0000,False,False,005G0000002gy8MIAQ,2017-01-17T21:38:27.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(450) 743-0035 x122 1-800-563-0035,(450) 780-6289,michelle.bussiere@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,2.0,1.0,0.0,,False,3362.0
5001600000y9izcAAA,False,,00011883,003G0000018f7EoIAI,001G000000urMtdIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,GESTION SMB,Medium,"Advisor and client are questioning the rate of returns of the portfolio, two very different returns, might be due to a change in structure.",True,2017-09-28T01:13:47.000+0000,False,False,005G0000002hp7hIAA,2017-01-17T22:23:22.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(418)627-1717,(418) 271-2289,climerio.silva@milleniumgf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,4.0,0.0,0.0,,False,3362.0
5001600000y9szLAAQ,False,,00011896,003G0000018f6fzIAA,001G000000urMuZIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Life Claim - ID 56,High,"received life claim forms - emailed Kristi Abbott and will notify advisor today.
message left for case manager of his passing as he was on disability at time of death
Update: Jan 26th - received life claim cheque but waiting on SS cards for courier to the advisor.  They would like to deliver my survivorship package",True,2017-03-06T19:57:00.000+0000,False,False,00516000006ZyLxAAK,2017-01-18T18:58:36.000+0000,00516000006ZyLxAAK,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)329-6220,(403) 261-4690,jared@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,0011600001lUn17AAC,0.0,False,,,,,,00516000006ZyLxAAK,,,,,,,0.0,0.0,0.0,,False,3361.0
5001600000yA2ijAAC,False,,00011897,003G0000029oBpPIAU,001G000001kmksZIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,EX-GRATIA,High,"This dental work was declined as the tooth was extracted before employee had coverage. He was hired May 30 2016, with a 3 month WP eligible in August and his tooth was extracted in July. We are asking that this predetermination and subsequent work be allowed as if the claim was eligible. This is a very important and active advisor for us. She put through a lot of business last year, is part of a team that is our executive club and we expect a lot of business from them this year as well. As an overall firm they have 3.5 Million of inforce premium. Avery informed active advisors they totally understand the implications of allowing this claim. Please assess the claim in accordance with dental plan rules. lE: if the total charge is major dental then the $2857 @50% = $1428.",True,2017-02-08T13:42:13.000+0000,False,False,005G0000002gy6XIAQ,2017-01-19T15:40:16.000+0000,005G0000002gy6XIAQ,2017-02-08T13:42:13.000+0000,005G0000002gy6XIAQ,2018-10-05T23:36:38.000+0000,(519) 453-4065,,,,,,,,,,,,,,,,,0.0,,0011600001xQHEJAA4,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,2.0,0.0,0.0,,False,3360.0
5001600000yA4ECAA0,False,,00011898,0031600002B86saAAB,0011600001lUltEAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-gratia,Medium,see attached correspondence,True,2017-01-19T16:55:21.000+0000,False,False,005G0000002gy6XIAQ,2017-01-19T16:55:11.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,0011600001lUltEAAS,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,2.0,0.0,0.0,,False,3360.0
5001600000yAFT9AAO,False,,00011911,003G000001D4XsVIAV,001G000000urNC5IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,addition of HSP,Medium,Need confirmation on 4 peoples coverage,True,2017-02-08T13:42:43.000+0000,False,False,005G0000002gy6XIAQ,2017-01-20T15:05:35.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519) 672-3476 x221,,gail@firmconsulting.ca,(519) 672-0554,,,,,,,,,,,,,,0.0,,0011600001zYf88AAC,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,1.0,0.0,0.0,,False,3359.0
5001600000yAHxvAAG,False,,00011912,003G0000018f7TiIAI,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#211934 - January 20th, 2016 - Underwriting Exception",Medium,"Exception to have $100,000 MRP benefit - requested by Jill - approved by Tara Nicholson",True,2017-01-20T17:34:14.000+0000,False,False,005G0000002gxymIAA,2017-01-20T17:34:04.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(343) 572-6119,,shunter@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUlnzAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3359.0
5001600000yAI1XAAW,False,,00011913,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#401825 - January 2017 - Underwriting Exception,Medium,Request to add Adult Ortho - approved by Tara Nicholson,True,2017-01-20T17:36:30.000+0000,False,False,005G0000002gxymIAA,2017-01-20T17:36:25.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,00116000021Hom5AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3359.0
5001600000yAK5uAAG,False,,00011914,003G0000018f6WtIAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,2017 term/par reissue process,Medium,Worked with Carolyn and Julie Brundige to find the best way to reissue a 300k term to 250k term and 50k 20 pay.,True,2017-01-20T19:24:22.000+0000,False,False,005160000077LkNAAU,2017-01-20T19:24:12.000+0000,005160000077LkNAAU,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000077LkNAAU,,,,,,Quotation,0.0,0.0,0.0,,False,3359.0
5001600000yAKcfAAG,False,,00011915,003G0000018f7msIAA,001G000000urN0wIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Phone,,Open enrollment under consideration for 2 late applicants (including owner),Medium,"Jan 20 - reviewed TOCS. confirmed no previous open enrollment
Jan 20 - left vm for Norine that we can proceed if client would like",False,,False,False,005G0000002gyGzIAI,2017-01-20T19:53:43.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(855) 266-8474,,ncacciatore@tipi-imipartners.com,,,,,,,,,,,,,,,0.0,,0011600001lUeTiAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3359.0
5001600000yAXVOAA4,False,,00011979,003G000001Nrj6zIAB,001G000000urMqVIAU,,,,,,Life,,In Progress,,In Person,,Scientologist,Medium,"Lots of premium ~50k with all products.  LB, Life, Perm, Child Policies.",False,,False,False,00516000006nRRLAA2,2017-01-23T13:56:47.000+0000,00516000006nRRLAA2,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(416)366-2971,(647) 880-2874,calvin.miller@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,1.0,0.0,0.0,,False,3356.0
5001600000yAXsSAAW,False,,00011980,0031600002Yz4udAAB,0011600001lUl2VAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Wire Transfer,High,Cdn bank account,True,2017-02-08T13:43:12.000+0000,False,False,005G0000002gy6XIAQ,2017-01-23T14:25:51.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(937) 866-0711 x 4415,,katiereed@daytonsuperior.com,,,,,,,,,,,,,,,0.0,,0011600001lUl2VAAS,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,1.0,0.0,0.0,,False,3356.0
5001600000yAbQ3AAK,False,,00011981,0031600002UbflgAAB,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,CDA calculation,Medium,,True,2017-01-23T17:21:42.000+0000,False,False,005G0000002heHMIAY,2017-01-23T17:21:34.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)261-4690,(587) 439-4317,kris.kibler@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3356.0
5001600000yAbW6AAK,False,,00011982,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,US tax planning and LI,Medium,,True,2017-01-23T17:25:18.000+0000,False,False,005G0000002heHMIAY,2017-01-23T17:25:11.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3356.0
5001600000yAbXxAAK,False,,00011983,003G0000018f7Z7IAI,001G000000urMyEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Key man insurance,Medium,,True,2017-01-23T17:26:52.000+0000,False,False,005G0000002heHMIAY,2017-01-23T17:26:46.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3356.0
5001600000yAbf8AAC,False,,00011984,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Non-resident taxation,Medium,,True,2017-01-23T17:31:32.000+0000,False,False,005G0000002heHMIAY,2017-01-23T17:31:26.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3356.0
5001600000yAbj5AAC,False,,00011985,003G0000018f6zcIAA,001G000000urMoeIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Non-resident taxation,Medium,,True,2017-01-23T17:33:55.000+0000,False,False,005G0000002heHMIAY,2017-01-23T17:33:48.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)702-5807X228,(780) 988-5826,lucas@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3356.0
5001600000yAblzAAC,False,,00011986,003G0000029my9AIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Medium,,True,2017-01-23T17:35:36.000+0000,False,False,005G0000002heHMIAY,2017-01-23T17:35:30.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)808-0931,(403) 808-0931,julia.best@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3356.0
5001600000yAbp3AAC,False,,00011987,003G0000018f6ZZIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and trust,Medium,,True,2017-01-23T17:37:15.000+0000,False,False,005G0000002heHMIAY,2017-01-23T17:37:09.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3356.0
5001600000yAh1WAAS,False,,00011988,0031600002YzDQ1AAN,0011600001lUjNHAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Accounting/ Reconciliation - RTW 1,Medium,"EE was on STD for a period of time (and on WOP) and returned to work on Sept 1, 2015. The RTW was not reported to HO, so STD and Life premiums were not reinstated. EE (who did payroll) reinstated her deductions, but we did not bill for them, leaving the employer with unaccounted monies. Due to an audit they tracked down the discrepancy and we made an exception to correct their invoice retro to the return to work date for this EE, who also retired from the plan in Oct 2016. Now they have the correct numbers on records for the audit.",True,2017-01-23T21:16:27.000+0000,False,False,005G0000002gyDHIAY,2017-01-23T21:16:18.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250) 385-8791 ext. 207,,mjoly@pea.org,,,,,,,,,,,,,,,0.0,,0011600001lUjNHAA0,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3356.0
5001600000yAmBKAA0,False,,00011989,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#277224 - January 2017 - Underwriting Exception,Medium,"Employee Id#43 was on severance but then reinstated June 6th, 2016 as an employee by the PA on GN.  The LTD was not reinstated in error.   
We received and exception to reinstate the LTD present day (Jan 23rd, 2017) without any late applicant process. Approved by Tara Nicholson. Mg.",True,2017-01-24T13:57:28.000+0000,False,False,005G0000002gxymIAA,2017-01-24T13:57:21.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpnAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3355.0
5001600000yAwujAAC,False,,00012012,0030A0000029jRWQAY,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Open Enrollment discusion,Medium,"One late applicant, open enrolment has been requested.  Head Office declined the request.  I'm going to discuss with an underwriter and try for exception.",True,2017-05-04T21:38:39.000+0000,False,False,005G0000002gyGzIAI,2017-01-24T22:44:04.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250)612-8091,,alanweeks@telus.net,(250)612-3451,,,,,,,,,,,,,,0.0,,001G0000017EufYIAS,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3355.0
5001600000yB6HQAA0,False,,00012013,003G0000018f76zIAA,0011600001vftylAAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,ID #12 - paid family coverage,Medium,"Ee had been paying for family coverage since last dependent was removed in 2013. Have gone to Claude in head office to see if an exception could be made as the client/employee is not happy with the 4 month rule. 
H/o has agreed, as an act of good will to go back to April 2015. The advisor is aware of this decision - email sent Jan 25th.",True,2017-01-30T17:11:32.000+0000,False,False,005G0000002gyAKIAY,2017-01-25T19:18:39.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902)877-6555,902-930-2730,geoff@equisgroup.ca,,,,,,,,,,,,,,,0.0,,0011600001lUmrFAAS,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3354.0
5001600000yBAXSAA4,False,,00012014,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,BLANCHETTE & DUGRES,Medium,"Alain has competition on the file from Manulife.
Manu is pointing out to the client that the fees are high and that two of our funds are underperforming. They never address the fact that the client has a LIB product which is in fact more expensive because of the guarantees.",True,2017-03-21T22:21:23.000+0000,False,False,005G0000002gy8MIAQ,2017-01-25T23:24:52.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Quotation;Analysis Document,6.0,1.0,0.0,,False,3354.0
5001600000yBJB0AAO,False,,00012027,0031600002Yw4i2AAB,0011600001lUhRSAA0,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,In Person,,Amend policy to change create classes with different waiting periods,Medium,"Jan 26/17
After discussing the situation with HO FA, I shared with Brigitte that we are unable to proceed with varying waiting periods for new hires.  We discussed options on the phone. Brigitte's preference is not to change existing employees. Likes the idea of 
Class 1: All employees hired before x
Class 2: Managers hired after x
Class 3: All other employees hired after x

Have one employee hired Oct 11 that want a 3-month waiting period for
Have another hired Feb 6 that want a 3-month waiting period for

Will enroll Jill Sawyer with DOE Jan 11, 2017 and waive the waiting period. 

We will work out the rest when I am back from holidays",False,,False,False,005G0000002gyGzIAI,2017-01-26T18:26:25.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250)383-8300,,brunkel@gvha.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhRSAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3353.0
5001600000yBKnzAAG,False,,00012028,0030A0000029f7yQAA,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,CI Claim declined for ID 25,Medium,"He was diagnosed December 2014.
He submitted a claim December 2016.
The timeframe to submit a claim is 4 months from diagnosis (three months as indicated on page 28 of the employee booklet plus a grace period).

The claim has been declined as it was submitted quite far past the claim period.

Jan 26/17 - suggested claim could be reviewed if information provided to help explain why missed deadline.

CI claim manager is Robyn Spencer.

Sept 12 - received a letter advising claim has been approved, advised Jessie Williams",True,2017-09-12T18:22:56.000+0000,False,False,005G0000002gyGzIAI,2017-01-26T19:35:00.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(778)977-0251,,jessie.jwf@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhQQAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,5.0,0.0,0.0,,False,3353.0
5001600000yBSY6AAO,False,,00012077,003G0000018f7TXIAY,001G000000urN3UIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,LTD excess -Steph Larocque-,Medium,"January 27/17- Steph Larocque- increased his life coverage, but didnt want his ltd increased . Maria Koropas went to Claude Gatin, and they finally agreed that he could put the ltd back to the NEM.",True,2017-01-27T13:09:07.000+0000,False,False,005G0000002gy4FIAQ,2017-01-27T13:08:58.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 727-3054,,stephen@millarfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001uuSyPAAU,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3352.0
5001600000yBhzAAAS,False,,00012078,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#277598 - January 2017 - Terminate EEs beyond 4 month rule,Medium,"Request from Gavin to terminate the following:
ID#15 - June 3, 2016
ID #11– August 4, 2016
ID #17– October 17, 2016
These terminations result in a premium credit adjustment of $3750.54",True,2017-01-28T00:46:51.000+0000,False,False,005G0000002gxymIAA,2017-01-28T00:46:44.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkG6AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3352.0
5001600000yC1rBAAS,False,,00012079,003G000001C3YLjIAN,001G000000wjNqQIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,"(Deceased)- Policy 278485, Claim 194563",Medium,"Wed 1/4/2017 2:29 PM
Hi Jacquie,

I have heard back from our Life Claims department, and here is what they have advised:

There is no legal timeline for claim submission, however we cannot hold funds for a minor indefinitely.  

Our file was set for a follow up on January 15th, however based on this response, I will push it back to February 1st.  

If we have not yet received any claim documentation or confirmation of which option is being chosen for the minor’s share, I would ask that the client submit Part 1 of the claim form to our office.   
At that time, I may intervene and send a letter directly to the spouse with clear instructions for our requirements and outline the options for the minor’s share.  

If the claim continues to remain outstanding, we may move the file to long outstanding which means we will no longer actively pursue the submission of claim docs.  

If/when documentation is submitted, we would reopen the file and reassess at that time.  

However because we cannot hold proceeds for a minor, we would initiate payment of the minor’s share to the Public Trustee.

I hope that gives a bit more information.  Please let me know if I can assist in any way, or if you have any additional questions.

Warmest Regards,
Dana
______
From: Jacquie Hertlein [mailto:execdir@mycwsa.ca] 
Sent: Tuesday, January 03, 2017 4:15 PM
To: McAvoy, Dana
Subject: RE: Policy 278485, Life Claim # 194563

Hi Dana,
I spoke with EE’s husband again at the end of November he had made some initial inquiries with his sister who is a lawyer out of Province, but he is overwhelmed.  I did offer my support again and gave him some direction, but have not heard anything and honestly when I spoke to him in person he is very distant in thought and cannot focus so I think he is struggling with the loss and this has not been a priority for him.  

Is there a timeline documents must be completed and if so what is the legal requirement for completion?

Thanks.

_______
From: McAvoy, Dana [mailto:Dana.McAvoy@gwl.ca] 
Sent: Wednesday, December 21, 2016 9:10 AM
To: Jacquie Hertlein <execdir@mycwsa.ca>
Cc: Innes, Colin <Colin.Innes@investorsgroup.com>
Subject: RE: Policy 278485, Life Claim # 194563

Hi Jacquie,

I hope you are doing well.
 
I received a message from our claims office that we haven’t received the additional documentation needed to continue with the assessment of the Life Claim yet.

Would you be able to let me know if these are in the works or not?

Warmest Regards,
Dana
__________
From: McAvoy, Dana 
Sent: Monday, November 07, 2016 4:08 PM
To: 'Jacquie Hertlein'
Cc: Innes, Colin
Subject: Policy 278485, Life Claim  # 194563
 
Hello Jacquie,

Further to our phone conversation, here is all the information in writing for the submission of a Life Claim.  
 
I’ve attached a Life Claim Form to this email.  The beneficiary designations Madeleine had listed on her application for group coverage were as follows:
 
Kenneth Loughery
Benjamin Loughery
Oliver Loughery
 
Each beneficiary will need to complete their own Life Claim Form and submit them back to you.  
We accept scans of the applications for the claim, so you can email these directly to me.   
 
The next piece is as follows – since DEP is a minor, and there is no trustee appointment or change form, there are two options available for the minor’s share of the proceeds:  
 
1)	A family member can apply to the Alberta Court for a Court Order appointing a Trustee of the property of the minors.  If this option is chosen, we will require a Notarial copy of the Court Order.  **Please provide a copy of the application being filed with the Courts as confirmation of this option**.  
2)	If the above option is not chosen, we will require a letter confirming that the application will not be made to the Courts from the next of kin and payment will be made to the Public Trustee of Alberta.  
	**In both cases, we require a copy of the minor’s birth cert and SIN (if available)**
 
Please feel free to contact me at any time if you have questions about any of the steps, and I will gladly assist you throughout this process.

Have a great evening,
Dana",False,,False,False,00516000006adlrAAA,2017-01-30T18:46:12.000+0000,00516000006adlrAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,,colin.innes@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUnWsAAK,0.0,False,,,,,,00516000006adlrAAA,,,,,,,0.0,0.0,0.0,,False,3349.0
5001600000yC1tvAAC,False,,00012080,003G0000018f6gxIAA,001G000000urMtaIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,"SAVARD, Martine -LEMIEUX Serge (WM)",Medium,"Jasmin IC sent in a request to rebalance HNW portfolio as advisor/client requested.
Client feels insecure about the US market following Trumps election",True,2017-02-02T18:33:43.000+0000,False,False,005G0000002gy8MIAQ,2017-01-30T18:48:24.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(418)569-5933,(418) 569-5933,info@martinedutil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,3.0,0.0,0.0,,False,3349.0
5001600000yC21fAAC,False,,00012081,0030A0000029jwfQAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Phone,,Disability Appeal for ID #46,Medium,"Thu 1/26/2017 8:41 AM
Hi Dana,

I wanted to provide you with an update on the status of ID 46 appeal. Head office has completed their review and asked that the claim be reviewed by our Medical Board. I will send the file to the Medical Board today for review. The Medical Board review typically takes up to 10 business days. After their review is complete I may be able to complete the appeal assessment, or I may have to send it back to Head Office for further review.

I will keep you updated on the progress of the assessment.

Thanks,


Ashley K
Disability Case Manager
_____
From: Kelly, Ashley L 
Sent: Monday, January 09, 2017 9:44 AM
To: McAvoy, Dana
Subject: RE: C-West Plan #240465 employee #46  - Disability Claim 

Hi Dana,

I wanted to confirm that my Team Manager signed off on the referral and your appeal has been sent to Head Office today. Once a response has been obtained and the assessment has been completed, I will provide you with an update.

Take care,


Ashley K
Disability Case Manager
_______

From: Kelly, Ashley L 
Sent: Friday, January 06, 2017 6:34 AM
To: McAvoy, Dana
Subject: RE: C-West Plan #240465 employee #46- Disability Claim 

Hi Dana,

I wanted to provide to with a quick update on the expected time line for review of your request. Because you are asking for an exception on the out of country contract limitation to be made, your non-medical appeal will have to be reviewed by Head Office. The referral will have to be reviewed and signed off on by the Team Manager on Monday before it can be sent to Head Office. If she agrees to sign off on the referral, it will be sent to Head Office for review. The Head Office review typically takes up to 10 business days. 

If my Team Manager signs off on the request and it is sent to Head Office, I will let you know when the referral was sent to that you can anticipate 10 business days after that date to obtain a response.

Thanks,


Ashley K
Disability Case Manager
_______

From: Kelly, Ashley L 
Sent: Thursday, January 05, 2017 3:48 PM
To: McAvoy, Dana
Subject: RE: C-West Plan #240465 employee #46  - Disability Claim 

Hi Dana,

My Team Manager is away tomorrow and will be returning on Monday January 9, 2017. I will discuss your request with her on Monday and provide you with an update following our discussion.

Thanks,


Ashley K
Disability Case Manager
_______

From: McAvoy, Dana 
Sent: Thursday, January 05, 2017 4:33 PM
To: Kelly, Ashley L
Cc: Loewen, Catherine
Subject: C-West Plan #240465 employee #46  - Disability Claim 
Importance: High

Hello Ashley,

I hope you are doing well.  We spoke briefly on the phone the other day about this disability claim.    

I have since been in touch with the group’s Plan Administrator and, at their request, would like to request an exception to extend disability benefits to this client beyond our 31 day abroad rule given the following information:

1)	ID 46 has not left the country for leisure or for a vacation – he returned to South Korea specifically to be with his parents (his mother, father, and his in-laws are currently residing there).  He did not want to burden his wife and two young children with the care he would require in this time, so he has gone to where his parents can assist in caring for him, and has strong support in his recovery there.     
2)	We (GWL) should not have any issues maintaining contact with ID 46, as he can be contacted via his email at any time, he can be reached by his cell phone abroad at X, and his wife is in frequent contact with him/continues to reside in Calgary and she can be contacted at X
3)	ID 46 has confirmed he has access to a doctor, and is receiving treatments abroad (and willing to pay for it at his own expense).  OCED has rated Korea #1 in the world for colorectal cancer 5-year survival ratings (which is relevant to his condition), and it can be argued that he would be receiving an even better quality of care abroad than he would staying back in Canada (rated #10 in the world).  
4)	ID 46  is in touch with his employer (Anita) often, and looking to return to work as soon as possible.  At this time he anticipates returning as early as May of this year.  

With his job, his wife, and his children still in Canada, he has considerable inclination to return to Canada as soon as he is healthy and able to do so. 

C-West Custom Fixtures (Policy #240465) has been our client for 15 years and this exception would exemplify how much we value their continued business.  It would also mean everything to ID 46 and his family.     

Given these circumstances, may we please consider extending the disability benefits even though he is abroad, as he has already been approved for the claim?  

Thank you,
Dana 

Dana McAvoy, BSc.
Service Specialist, Employee Benefits
________

From: Anita MacKenzie [mailto:anita@cwestfixtures.com] 
Sent: Thursday, January 05, 2017 12:34 PM
To: Kim Hyeok
Cc: McAvoy, Dana; sunnylee40@gmail.com
Subject: C-West Plan #240465 employee #46 

Hi Dana, 

I spoke with ID 46's wife yesterday and she shared some good news.  He is doing very well in treatment and hope’s to be back in Canada as early as May of this year. 
I have included Sunny in this e-mail as she is here in Calgary with multiple contact with ID46  weekly.  s direct phone # is X

Hyeok does have access to a doctor.   Names can be available if you need them. 
Also, Hyeok can be reached at cell X
We would like to appeal the decision of GWL to cover 1 month only and  to reinstate long term disability coverage for Hyeok.  He has family in Korea (Mother and father) as 
well as his inlaws and has strong support in his recovery there. 

Thank you for helping with this appeal. 

Have a great afternoon. 

Anita MacKenzie

Solutions  |  Value  |  Pride

C-West Custom Fixtures Inc,",False,,False,False,00516000006adlrAAA,2017-01-30T18:53:22.000+0000,00516000006adlrAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)255-0631,,emr@telusplanet.net,(403)255-0631,,,,,,,,,,,,,,0.0,,0011600001lUfqSAAS,0.0,False,,,,,,00516000006adlrAAA,,,,,,,0.0,0.0,0.0,,False,3349.0
5001600000yCNueAAG,False,,00012082,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#270509 - January 2017 - Open Enrollment Exception,Medium,"Open Enrollment already processed in 2012 - Exception made to add 1 employee as open enrollment February 1st, 2017- Approved by A. Muzyka",True,2017-01-31T22:42:04.000+0000,False,False,005G0000002gxymIAA,2017-01-31T22:41:56.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlnUAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3348.0
5001600000ysSMOAA2,False,,00012083,003G0000018f6wqIAA,001G000000urMptIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Sent Master App and employee apps to advisor,Medium,,True,2017-02-08T13:38:19.000+0000,False,False,005G0000002gy6XIAQ,2017-02-01T16:47:19.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519) 435-7904,(519) 614-2580,chris.drew@freedom55financial.com,,,,,,,,,,,,,,,0.0,,00116000020R1LJAA0,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,3347.0
5001600000ysY0dAAE,False,,00012084,003G000001WsR6nIAF,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,More Information Required,Complex Case,Email,,"#231309, ID 3 - Claim 197842",High,"January 24, 2017 11:35 AM - Life Claim Rec'd by Joe
January 24, 2017 1:07 PM - Sent to Kristi Abbot by me 
January 26, 2017 8:55 AM From: Abbott, Kristi 
Hi Dana,

I’m in the process of reviewing the life claim for Delores Gunning, however we require the following additional information:

6.	Confirmation of Delores’ salary at last date worked.  EAS shows $25,000, however the claim form indicates $50,000.
7.	Confirmation of the benefit amount being claimed
8.	Confirmation of Delores’ last date worked.  The claim form indicates December 25, 2016 which was also her date of passing.  Due to the nature of her death, it would appear that she may not have actually been working on her date of death.
9.	Confirmation if the client has her initial enrollment form on file.  Selectpac Inforce only had a change form dated 2002, but no prior documentation on file.
10.	Confirmation if a dependent claim is also being submitted under her husbands certificate.

Friday, January 27, 2017 2:11 PM From: McAvoy, Dana 
I spoke with the advisor for the group and here is what we have so far:
1.	Confirmation of Delores’ salary at last date worked.  EAS shows $25,000, however the claim form indicates $50,000.  Her salary was $50,000, however the PA and Advisor were not aware that the benefit reduced by 50% at the age of 65.  As the employee was 69 this is why it should be the $25,000 amount.  
2.	Confirmation of the benefit amount being claimed
 Her salary was $25,000,
3.	Confirmation of Delores’ last date worked.  The claim form indicates December 25, 2016 which was also her date of passing.  Due to the nature of her death, it would appear that she may not have actually been working on her date of death.
 She was one of the owners of the company so she may have been working from home etc.  Do we need the last date physically present at work to process?  
4.	Confirmation if the client has her initial enrollment form on file.  Selectpac Inforce only had a change form dated 2002, but no prior documentation on file.
 They are attempting to locate this.  If they do not have one, will this cause issues with the processing? 
5.	Confirmation if a dependent claim is also being submitted under her husbands certificate.
 They will be submitting one to me early next week! 

Talk with you again soon!
Dana  

RE: #231309, ID 3 - - Claim 197842  From Abbott, Kristi
We do need to confirm Delores’ actual last date physically at work, not just her last date paid.

Wed 2/1/2017 1:54 PM From Dana McAvoy 
Hi Kristi,

I’m waiting to get confirmation on Delore’s actual last date physically at work, but please find attached Dependent Life Claim in the meantime.

Warmest Regards,
Dana",False,,False,False,00516000006adlrAAA,2017-02-01T20:58:00.000+0000,00516000006adlrAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403) 777-1606,,mike@mctaguefinancial.com,(403) 265-5984,,,,,,,,,,,,,,0.0,,0011600001lUlVZAA0,0.0,False,,,,,,00516000006adlrAAA,,,,,,,0.0,0.0,0.0,,False,3347.0
5001600000ysZuDAAU,False,,00012086,003G0000018f6f6IAA,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,TOUGAS JEAN-FRANCOIS,Medium,"Kim (IC) contacted me for another review of the portfolio, they implemented some of the changes recommended but where wary of the upcoming election so they wanted to wait.

She needs me to have a look since it's one of her good advisor and the client is the husband of a co-worker.",True,2017-02-07T22:42:39.000+0000,False,False,005G0000002gy8MIAQ,2017-02-01T22:40:50.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(514)497-0918,(514) 497-0918,paolo.bove@crwfinancialgroup.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,5.0,0.0,0.0,,False,3347.0
5001600000ysavMAAQ,False,,00012087,003G000001bfYVhIAM,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2017-02-02T00:21:02.000+0000,False,False,005G0000002heHMIAY,2017-02-02T00:17:47.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)862-4823,(403) 862-4823,joe.schaab@familiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3347.0
5001600000ysax3AAA,False,,00012088,0031600002MoPNtAAN,001G000000urMyRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Life insurance trust,Medium,,True,2017-02-02T00:20:17.000+0000,False,False,005G0000002heHMIAY,2017-02-02T00:19:32.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)265-5681,,nancy@yellowraincoat.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3347.0
5001600000ysazdAAA,False,,00012089,003G0000018f6ZZIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Ownership of LI,Medium,,True,2017-02-02T00:25:22.000+0000,False,False,005G0000002heHMIAY,2017-02-02T00:25:05.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3347.0
5001600000ysazyAAA,False,,00012090,003G0000018f6oWIAQ,001G000000urMw7IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Shareholders agreement,Medium,,True,2017-02-02T00:26:25.000+0000,False,False,005G0000002heHMIAY,2017-02-02T00:26:19.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)393-9798,,patrick@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3347.0
5001600000ysb0lAAA,False,,00012091,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Employment agreement,Medium,,True,2017-02-02T00:27:36.000+0000,False,False,005G0000002heHMIAY,2017-02-02T00:27:31.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3347.0
5001600000ysb3LAAQ,False,,00012092,003G0000018f7Q8IAI,001G000000urMy0IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax planning,Medium,All contact via Val Flood,True,2017-02-02T00:33:22.000+0000,False,False,005G0000002heHMIAY,2017-02-02T00:33:15.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403) 689-4824,,kevin.rome@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3347.0
5001600000ysj3xAAA,False,,00012093,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#287817 - February 2017 - Underwriting Exception,Medium,"Approval to proceed with $3,650 as LTD NEM
Approved by Marianne Boyer",True,2017-02-02T19:11:33.000+0000,False,False,005G0000002gxymIAA,2017-02-02T19:11:26.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkG7AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3346.0
5001600000ysjTfAAI,False,,00012094,0031600002XalqIAAR,001G000000urMouIAE,,,,,,Life,,In Progress,,Phone,,Sony case,Medium,JFW  Closed $235 per month life premium,False,,False,False,00516000006lhizAAA,2017-02-02T19:31:40.000+0000,00516000006lhizAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(204)291-0170,,vladimir.dumitrescu@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhizAAA,,,,,,,0.0,0.0,0.0,,False,3346.0
5001600000ysjUTAAY,False,,00012095,0031600002XalqIAAR,001G000000urMouIAE,,,,,,Life,,In Progress,,Phone,,Sony case,Medium,JFW  Closed $235 per month life premium,False,,False,False,00516000006lhizAAA,2017-02-02T19:32:14.000+0000,00516000006lhizAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(204)291-0170,,vladimir.dumitrescu@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhizAAA,,,,,,,0.0,0.0,0.0,,False,3346.0
5001600000ysjWyAAI,False,,00012096,0031600002WuRjqAAF,001G000000urMouIAE,,,,,,,,Postponed,,Phone,,Group case in Arborg,Medium,Hemp plant,False,,False,False,00516000006lhizAAA,2017-02-02T19:33:57.000+0000,00516000006lhizAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(204) 489-1012 x568,,drew.gill@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhizAAA,,,,,,,0.0,0.0,0.0,,False,3346.0
5001600000ysjalAAA,False,,00012097,0031600002WuRnnAAF,001G000000urMouIAE,,,,,,Life,,In Progress,,Email,,Cleaning lady with her own busines,High,,False,,False,False,00516000006lhizAAA,2017-02-02T19:36:24.000+0000,00516000006lhizAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(204) 489-1012 ext: 570,,garrett.fast@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhizAAA,,,,,,,0.0,0.0,0.0,,False,3346.0
5001600000yslVaAAI,False,,00012098,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#287817 - February 2017 - Head Office Exception,Medium,"Head Office added an employee in error to this plan and they terminated back to July 2016.
We also requested that they terminate another employee back to June 28th, 2016 - However HO declined and enforcing the 4 month rule. Mg.",True,2017-02-02T21:10:37.000+0000,False,False,005G0000002gxymIAA,2017-02-02T21:10:31.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkG7AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3346.0
5001600000yslXHAAY,False,,00012099,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#287817 - February 2017 - Offer of Plan Admin Training,Medium,In light of some recent exceptions due to Plan Admin error - I sent an offer to Gavin and Tina to provide Plan Admin and GN training. Mg.,True,2017-02-02T21:12:27.000+0000,False,False,005G0000002gxymIAA,2017-02-02T21:12:21.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkG7AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3346.0
5001600000yslZrAAI,False,,00012100,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#277598 - February 2017 - Offer of Plan Admin Training,Medium,"In light of some recent exceptions due to Plan Admin error, I asked Gavin and Tina if I could provide Plan Admin and GN training - Gavin stated that the PA knows GN fairly well and would ask at the next renewal meeting. Mg.",True,2017-02-02T21:15:10.000+0000,False,False,005G0000002gxymIAA,2017-02-02T21:15:06.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkG6AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3346.0
5001600000ystyEAAQ,False,,00012125,003G0000018f7k5IAA,001G000000urMzgIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Ozurdex - Prior Auth,Medium,"client submitted the prior auth form for this drug and it was declined because they didn't do a certain form of treatment before using this drug. The ee has appealed this decision and has documentation from their dr. advising why the treatment is what it is and how the treatment GWL is requesting isn't what's best in this case. Drug Services has advised that this appeal won't even be heard until their recommendation is completed as the drug would still be declined. When the ee asked what exactly is this procedure the drug service specialist advised that they couldn't give them any info as they weren't a medical professional.
The ee needs this drug and this has been going on for some time. I have since gotten Chris Schilke from GCCS involved to see what can be done. 
As of Feb 3, I haven't heard back from Chris, but he advisor is constantly calling looking for an answer.
Issue resolved - we have received approval to pay for claim already submitted. Per Health Canada this drug is only to be used 2x per eye per lifetime. the client inquired about what was needed in order to have this covered ongoing, I let the advisor know we would require case studies etc.",True,2017-02-21T17:18:31.000+0000,False,False,005G0000002gyAKIAY,2017-02-03T17:32:15.000+0000,005G0000002gyAKIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(902)422-1631,,john@ryan-ins.com,,,,,,,,,,,,,,,0.0,,0011600001smB1qAAE,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,3345.0
5001600000yszHcAAI,False,,00012126,0031600002BSKQSAA5,001G000000urN1mIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,OOC Claim,Medium,"Oct 23, final payment made to provider in Hawaii.

March 3, 2017: Followed up with head office for the third time on this claim and now they have requested the original claim form which I already sent on Feb 3rd. Have asked them to take another look and expedite. Turns out we missed the MSP claim form... ARG! Wish I know this sooner! Emailed plan member with pre-populated form today. Email chain from GCCS in inbox for sending it up once received.

Feb 3,2017: sent original signed claim forms for OOC claim (see e-file) to head office for processing. Have assisted plan member since Dec and now have everything we need to put through.",True,2017-10-23T20:57:35.000+0000,False,False,005G0000002gyDHIAY,2017-02-03T22:05:00.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(604) 574-9195,,dpatterson@tagf.com,(604) 574-1850,,,,,,,,,,,,,,0.0,,0011600001wKcmTAAS,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3345.0
5001600000yt62eAAA,False,,00012127,003G0000018f82JIAQ,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#106163 - February 2017 - Head Office Exception,Medium,"Dental Benefit added March 1st, 2016 - two employees, Id#53 & #73 had waived health (and Dental) prior to Dental being added.  It was not asked at the time of the amendment if the dental was also to be waived for any employees once this benefit was added.  An exception was made to waive the Dental benefit for these two employees back to inception. Mg. - Approved by Valerie Mackay.",True,2017-02-05T01:33:04.000+0000,False,False,005G0000002gxymIAA,2017-02-05T01:32:57.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 760-2943,,jgardner@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOjAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3344.0
5001600000ytPjPAAU,False,,00012140,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#212176 - February 2017 - Head Office Exception Beyond 4 Months,Medium,"Id#124 - Sole Dependent turned 21 on June 2nd, 2015, but system continued to charge family coverage despite no dependent.  Approval to retroactively change to Single Coverage back to June 2nd 2015. - Approved by Maria Koropas. Mg.",True,2017-02-07T14:04:19.000+0000,False,False,005G0000002gxymIAA,2017-02-07T14:04:12.000+0000,005G0000002gxymIAA,2017-02-07T14:04:19.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUzAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3341.0
5001600000ytUMQAA2,False,,00012141,003G0000018f7cbIAA,001G000000urNCCIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,FOREIGN SUPPLIER  FORM ATTACHED,Medium,"SENT FORM TO Perera, Hemali IN OUR TAXATION DEPARTMENT.",True,2017-02-27T16:39:15.000+0000,False,False,005G0000002gy6XIAQ,2017-02-07T17:44:52.000+0000,005G0000002gy6XIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(519) 641-0677,,wise@rogers.com,,,,,,,,,,,,Other,,,0.0,,0011600001lUl0HAAS,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,1.0,0.0,0.0,,False,3341.0
5001600000ytaxqAAA,False,,00012142,003G0000018f6n2IAA,001G000001Ib7D0IAJ,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,GAUDREAULT & DUFOUR (WM),Medium,Jasmin got a question from Yvan who wanted to know if he could open N series account for two of his clients. The account have 3rd party funds in them as well,True,2017-02-07T22:42:11.000+0000,False,False,005G0000002gy8MIAQ,2017-02-07T22:41:54.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(418)622-7077,(418) 933-4570,ylandry@ceff.ca,,,,,,,,,,,Dynamic,Dynamic,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,0.0,0.0,0.0,,False,3341.0
5001600000ytbHRAAY,False,,00012143,003G0000018f7TiIAI,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#294178 - February 2017 - Underwriting Exception - STD Claim,Medium,Id#34 - Employee injured one day prior to benefits becoming effective - Approval to waive the 1 month waiting period and have benefits begin on the date of hire. - Approved by Marianne Boyer,True,2017-02-07T23:03:37.000+0000,False,False,005G0000002gxymIAA,2017-02-07T23:03:30.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(343) 572-6119,,shunter@jltcanada.com,,,,,,,,,,,,,,,0.0,,001G000001hGy5nIAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3341.0
5001600000ytbjaAAA,False,,00012144,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#291064 - February 2017 - Underwriting Exception - Increase NEMs,Medium,Jill obtained approval to increase the NEMs to $2800 from the calculated $2600,True,2017-02-07T23:47:49.000+0000,False,False,005G0000002gxymIAA,2017-02-07T23:47:44.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,001G0000018dEtfIAE,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3341.0
5001600000yth8WAAQ,False,,00012145,003G0000018f6cNIAQ,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,CROTEAU CLEMENT,Medium,"Advisor has existing account with London and corp with Quadrus, wants to transfert to Quadrus in H series as N series is not an option for now",True,2017-02-09T14:43:46.000+0000,False,False,005G0000002gy8MIAQ,2017-02-08T15:34:22.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(514)984-1974,(514) 984-1974,josee.houle@fl55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,4.0,0.0,0.0,,False,3340.0
5001600000yu6pzAAA,False,,00012183,003G0000018f7U3IAI,001G000000urN36IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#296183 - February 2017 - Head Office Exception beyond 4 Months,Medium,"Id#46 was added to the plan on July 26th, 2016 with the intention to waive health and dental.  She was added to the plan with full family coverage by the PA in error.  An exception was requested to correct this back to July 26th, 2016. This results in a premium credit of $1523.27 - Approved by Brenda McCormick. Mg.",True,2017-02-10T12:40:46.000+0000,False,False,005G0000002gxymIAA,2017-02-10T12:39:34.000+0000,005G0000002gxymIAA,2017-02-10T12:53:53.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(613) 599-6100 x 223,,gbaird@grbairdfin.com,,,,,,,,,,,,,,,0.0,,0011600001o8qN1AAI,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3338.0
5001600000yuJzEAAU,False,,00012184,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#298687 - February 2017 - Underwriting Exception,Medium,Approval to reduce minimum number of hours to 18 hours per week.,True,2017-02-11T15:20:34.000+0000,False,False,005G0000002gxymIAA,2017-02-11T15:20:26.000+0000,005G0000002gxymIAA,2017-02-11T15:20:34.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001ssCqvAAE,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3337.0
5001600000yuV4xAAE,False,,00012185,003G0000018f7LBIAY,001G000000urMtfIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,GUIMOND MARIO,Medium,"Client has several accounts that need rebalancing - take into account that he does take income from his portfolios and has DSC, FEL and capital gains...",True,2017-02-16T17:03:17.000+0000,False,False,005G0000002gy8MIAQ,2017-02-13T15:03:20.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(418)548-0152X102,(418) 590-2942,mdurepos@gestionfinanceconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,4.0,0.0,0.0,,False,3335.0
5001600000yuYg6AAE,False,,00012186,0031600002YQRGgAAP,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,"Cross-selling, Anna Chen, Northwest",Medium,"Hi Shouli & Anna,

Further to our discussion on client Ms. Du,Jing, shall we three have a meeting on this Friday for discussing how to help the client with respect to take advantage of investment return to support her life insurance premium.

Client Name: Jing
Female, 49 Y
Currently applied a 20 pay Par with $20,000 annual premium.
She might intend to invest $200,000 with expectation of positive annual return 8%-10% approximately.
Plan B: Using annuity to have a one-time lump sum payment of premium.

Thank you

Eli",True,2017-02-13T17:33:39.000+0000,False,False,005G0000002gyCuIAI,2017-02-13T17:31:36.000+0000,005G0000002gyCuIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,,anna.chen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Analysis Document,1.0,0.0,0.0,,False,3335.0
5001600000yuYriAAE,False,,00012187,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,RRIF,Medium,,True,2017-02-13T17:40:29.000+0000,False,False,005G0000002heHMIAY,2017-02-13T17:40:01.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3335.0
5001600000yucy1AAA,False,,00012188,0030A0000029l8GQAQ,001G000000vkcebIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#240361 - Februray 2017 - Underwriting Exception,Medium,"Client requested the minimum number of hours be reduced to 17.5 back to January 1st, 2016 - approved by Marianne Boyer",True,2017-02-13T20:40:25.000+0000,False,False,005G0000002gxymIAA,2017-02-13T20:40:19.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)238-2311,(613) 852-2311,barb@gep.ca,(613)837-1604,,,,,,,,,,,,,,0.0,,0011600001lUhWAAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3335.0
5001600000yusKXAAY,False,,00012189,003G000001B3nVhIAJ,001G000000vkHHXIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Life and AD&D claim for Cody Foster,Medium,"Feb 14, 2017 - Jessie called to advise this employee was murdered on the weekend.

I spoke with Laurie at Adwood. Emailed Life and AD&D claim info and also asked a Sheppell account manager to call Laurie to discuss EAP services available to help.

March 14 - PA completed new claims form and mailed to beneficiary for them to complete and send it.  Informed beneficiary could submit via email.",False,,False,False,005G0000002gyGzIAI,2017-02-14T22:07:09.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,(778) 977-0251,jessie.jwf@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhQQAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,10.0,0.0,0.0,,False,3334.0
5001600000yv7DaAAI,False,,00012190,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#222870 - February 2017 - Head Office Exception beyond 4 Months,Medium,"Id#59 left the company on August 9th, 2016, but was not removed from the benefit plan in error.  We received exception to terminate back to August 9th, 2016 - Approved by Brenda McCormick. Mg.",True,2017-02-15T23:25:46.000+0000,False,False,005G0000002gxymIAA,2017-02-15T23:25:37.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOUAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3333.0
5001600000yvN1OAAU,False,,00012215,003G0000018f7uOIAQ,001G000000urMtoIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#15 - dependants feel off plan but still charged family rates,Medium,"2 issues here;
dependants fell off plan at 25 and plan member still charged family rates for close on 3 years
one of dependants is a disabled but was not coded as such so checking to see if there is an issue adding her after the fact, 5 years since she fell off the plan
have emailed Theresa Tanner

Update May 2017. dependant been added to the plan as a disabled dependant effective February 2017.
Premium credited for period for family  from May 1/14 – Jan /17 on their next billing - as per Maria and Brenda in enrollment
have advised advisor.",True,2017-05-09T00:14:33.000+0000,False,False,005160000070kMqAAI,2017-02-16T23:13:55.000+0000,005160000070kMqAAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250) 592-4614,(250) 220-0495,rob@hmrinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgEXAA0,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3332.0
5001600000yvTsAAAU,False,,00012228,003G000001IkVIRIA3,0011600001uHV6dAAG,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,LTD payment re: increasing employee wage  CASE CONCLUDED,High,"The EE is on LTD and working PT. The ER wanted to increase the EE wage, and not have it affect the amount of LTD payment from GWL.  They really like the EE as she is a very good EE and even though disabled is an excellent EE.  The ER  would like to reward her for her hard work.
The end decision was that any increase to wage will result in a decrease in LTD payment .  This particular EE is being paid on coordination not the rehab LTD.",True,2017-02-17T16:15:26.000+0000,False,False,005G0000004cSRVIA2,2017-02-17T16:15:14.000+0000,005G0000004cSRVIA2,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(204) 480-5947,(204) 295-9343,steve.mansbridge@hubinternational.com,,,,,,,,,,,,,,,0.0,,0011600001lUeh9AAC,0.0,False,,,,,,005G0000004cSRVIA2,,,,,,,0.0,0.0,0.0,,False,3331.0
5001600000yvYfWAAU,False,,00012229,0030A0000029WbsQAE,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Plan Administrator Directed Payment    - March 2017,Medium,"id # 2,   , sent to m & Ds to see if we can appeal the decline through mrp or perhaps there is another solution, eg; cheque exchange
cheque exchange approved

March 10/17- sent cheque, forms, letter re; the Plan Sponsor Direct Payment",True,2017-03-10T13:53:38.000+0000,False,False,005G0000002gy4FIAQ,2017-02-17T19:45:19.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)833-9170,,jchoquet@jcbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgJGAA0,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3331.0
5001600000yvZ0UAAU,False,,00012230,003G000001teLTxIAM,001G000000urMwtIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Medium,,True,2017-02-17T19:59:54.000+0000,False,False,005G0000002heHMIAY,2017-02-17T19:59:47.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)343-7769,(403) 392-7923,teighan@surepathgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3331.0
5001600000yvZAAAA2,False,,00012231,0031600002UbflgAAB,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Medium,,True,2017-02-17T20:06:07.000+0000,False,False,005G0000002heHMIAY,2017-02-17T20:05:54.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)261-4690,(587) 439-4317,kris.kibler@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3331.0
5001600000yvZCWAA2,False,,00012232,003G0000018f6ZZIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Creditor protection,Medium,,True,2017-02-17T20:11:02.000+0000,False,False,005G0000002heHMIAY,2017-02-17T20:10:15.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3331.0
5001600000yvZMpAAM,False,,00012233,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,General tax and estate planning,Medium,RE: donation of car collection.,True,2017-02-17T20:15:09.000+0000,False,False,005G0000002heHMIAY,2017-02-17T20:15:03.000+0000,005G0000002heHMIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3331.0
5001600000yvj60AAA,False,,00012234,003G0000018f6U5IAI,001G000000urMvZIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,#402353 - February 2017 - Change Effective Date of New Group,Medium,"New group signed for Feb 1st start date.  While new group in HO in progress - client insists on changing date to March 1st as she did not have the materials and does not feel that she should pay for a month without materials.  Approval to change effective date to March 1st, 2017. -Marianne Boyer. Mg.",True,2017-02-19T00:23:26.000+0000,False,False,005G0000002gxymIAA,2017-02-19T00:23:19.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)591-3900X223,(613) 266-6123,jack@mcauleyfinancial.com,,,,,,,,,,,,,,,0.0,,00116000021L7SWAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3330.0
5001600000yvwhoAAA,False,,00012235,003G0000018f7biIAA,001G000000urN99IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,EXCEPTION - REMIS LTD RETRO ALORS QUE EE EST EN ILD,Medium,": Ho a accepté de remettre la couverture ILD retro 22 avril 2015 et ce même si ee est de nouveau en ILD depuis septembre sur une base exceptionnelle. en attente de la lettre du courtier que client accepte de payer prime retro(VOIR DOSSIER POUR COPIE)
22-2 : dossier corrigé, courtier avisé voir note du 28-2 pour tous les détails ou serveur",True,2017-02-22T22:15:36.000+0000,False,False,005G0000002gxzsIAA,2017-02-20T21:08:24.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(450) 971-0762,(514) 817-6180,dominic.d@actioncourtage.ca,(450) 971-1101,,,,,,,,,,,,,,0.0,,001G000001Ght2AIAR,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3328.0
5001600000ywLh9AAE,False,,00012237,0030A0000029nf1QAA,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Feb. 22/17-Dependent Life Claim,Medium,"Feb. 22/17-Dependant Life Claim for EM, id x
Requested: Dependant Life Claim payment to my attention for broker delivery.
Feb. 22/17-HO, a claim is being set up.
Mar. 20/17-Dependent Life payment arrived. Caroline Daigle to pick it up at SMC.",True,2017-03-20T20:04:14.000+0000,False,False,005G0000002gy4AIAQ,2017-02-22T16:55:36.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)898-0713,,caroline.daigle@dfsin.ca,,,,,,,,,,,,,,,0.0,,0011600001q1uVbAAI,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3326.0
5001600000ywMOcAAM,False,,00012238,003G0000018f0ezIAA,001G000000urN3VIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Feb. 22/17- Ex Gratia Dental Scaling Units 2 days early for eligibility,Medium,"Feb. 22/17- BPO Approved the Ex-Gratia for $83.00
This group has been with GWL since may 1, 2004, with not arrears history.  This is the first Ex Gratia being requested.

Director of the was guided by his dental office to an appointment for scaling units 2 days earlier then eligible.
The Dental date of service was Feb. 21, 2017 for RS (id x)
Dental Code; 
12101 Submitted Expense  $30.00 we paid $28-done correctly
11112 Submitted Expense $122.00 we paid $55.00- we would have paid $110.00 so $55.00
11117 Submitted Expense $30.00 we paid $0.00-we would have paid $28.00.  Half scaling unit is being re-assessed , due to the system could not read half scaling unit-Feb. 22/17
49101 Submitted Expense $25.00 we paid $0.00- not eligible under the plan

Total $207.00 we paid $83.00, member and broker is requesting for $83.00
Member went by dental guide to setup appointments, was unaware of scaling units as based on 12 rolling months.",True,2017-02-22T20:40:48.000+0000,False,False,005G0000002gy4AIAQ,2017-02-22T17:24:36.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 443-0522 x 242,(613) 769-1562,alain.lanthier@iainvestia.ca,(613) 443-0613,,,,,,,,,,,,,,0.0,,0011600001lUlMcAAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3326.0
5001600000ywMh0AAE,False,,00012239,003G000001hViprIAC,001G000000xPfDAIA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Feb. 22/17-Over 30 day Drug Supply Request,Medium,"Feb. 22/17-We have a over 30 day supply drug request for id xx PM and his spouse leaving this weekend.
They sent the request 4 times through the member site.
Feb. 22/17- HO
Based on my review the DIN’s listed below are maintenance drugs and are already set up to allow a 100 day supply, therefore, no individual exceptions are required.

Please  note that the member must have completed 2/3rd of his/her previous purchase before he/she can use his/her drug card to purchase again.(system limitation)  If he/she has not then he/she will have to pay out of pocket and submit via paper indicating balance of day supply for payment",True,2017-02-22T17:37:56.000+0000,False,False,005G0000002gy4AIAQ,2017-02-22T17:37:41.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 228-7258,,robert.craig@ipcc.org,,,,,,,,,,,,,,,0.0,,0011600001lUcOTAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3326.0
5001600000ywQbNAAU,False,,00012240,0031600002FNNrFAAX,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,"Adding Health & Dental, Positive Enrollment, Open Enrollment",Medium,"Feb. 22, 2017

- Waiting for an open enrollment approval. 
- We have new enrollment forms for the positive enrollment
- We're investigating to see if we have a signed amendment letter from the client.",False,,False,False,00516000007PWrfAAG,2017-02-22T20:15:32.000+0000,00516000007PWrfAAG,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250) 847-2883,,pam@pebplans.com,(250) 847-0280,,,,,,,,,,,,,,0.0,,0011600001lUiDdAAK,0.0,False,,,,,,00516000007PWrfAAG,,,,,,,4.0,0.0,0.0,,False,3326.0
5001600000ywRerAAE,False,,00012241,003G0000018f7QDIAY,001G000000urMy9IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Ex-Gratia Claim for ID 00009,High,Plan Admin had all of their claims for the 2015-2016 year and was not submitted.  Attempting to have covered ex-gratia,False,,False,False,00516000006adlrAAA,2017-02-22T20:59:41.000+0000,00516000006adlrAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(403)261-6084X214,,jquinn@lanequinn.com,,,,,,,,,,,,,,,0.0,,0011600001roomTAAQ,0.0,False,,,,,,00516000006adlrAAA,,,,,,,0.0,0.0,0.0,,False,3326.0
5001600000ywVw4AAE,False,,00012242,003G0000018f82JIAQ,001G000000urN3EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#239248 - February 2017 - Dependent Opt Out,Medium,Id#14 has signed a letter advising that she does not wish to cover her dependent child and fully understands the Late Applicant process should she wish to add the child in the future. Mg.,True,2017-02-23T01:44:09.000+0000,False,False,005G0000002gxymIAA,2017-02-23T01:44:02.000+0000,005G0000002gxymIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613) 760-2943,,jgardner@jltcanada.com,,,,,,,,,,,,,,,0.0,,0011600001lUcNtAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3326.0
5001600000zgpvxAAA,False,,00012243,0031600002QnS5mAAF,0011600001vfnCOAAY,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Open Enrollment,High,"- Open Enrollment Approved effective March 1st, 2017
- Waiting for PA to send one employee application (2/23/2017)",False,,False,False,00516000006adlrAAA,2017-02-23T20:39:30.000+0000,00516000006adlrAAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(780) 865-4755,,dbok83@gmail.com,(780) 865-6145,,,,,,,,,,,,,,0.0,,0011600001vfnCOAAY,0.0,False,,,,,,00516000006adlrAAA,,,,,,,0.0,0.0,0.0,,False,3325.0
5001600000zh5mdAAA,False,,00012280,0031600002YQR5YAAX,001G000000urMrmIAE,,,,,,Selectpac,,In Progress,,In Person,,Clayton Law,High,Currently covered by Bar Assoc coverage.  Joint work Peggy/Nick Walsh/Tyler.,False,,False,False,00516000006nRQwAAM,2017-02-24T21:51:43.000+0000,00516000006nRQwAAM,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,,,tyler.clayton@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRQwAAM,,,,,,,0.0,0.0,0.0,,False,3324.0
5001600000zh6WRAAY,False,,00012281,0031600002QoNwUAAV,001G000000urMunIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-gratia for large dental claim declined due to prior extraction clause,Medium,Feb 23 - Carla provided info on decline claim including letter from doctor explaining extenuating circumstances.  Would like to know what options are available.,True,2017-03-20T20:17:54.000+0000,False,False,005G0000002gyGzIAI,2017-02-24T22:42:05.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250) 475-1108,,,,,,,,,,,,,,,,,0.0,,0011600001lUgDRAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,6.0,0.0,0.0,,False,3324.0
5001600000zhO2zAAE,False,,00012282,0031600002B7y78AAB,0011600001lUjNjAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Accidental Dental Claim Assistance,Medium,"June 6, 2017: Please refer to client e-file for detailed information. There has been special handling in this case. As of today work is scheduled to be started next Tuesday for taking impressions. Dentist is proceeding with the work and has been connecting with Carrie Dye to arrange payment on an exception basis with head office.

March 8, 2017: Have gotten more clarification on the situation. The dentist submitted a pre-auth and received a letter declining coverage under accidental dental, and a letter confirming some expenses can be put through under base plan. HOWEVER, no confirmation of the amounts was sent to the dentist. Plan member and dentist have been trying to obtain confirmation since last summer as the plan member won't start the work unless she knows exactly what is eligible.
I have asked GCCS to provide me with the breakdown for the plan member/ dentist so she can finally book her appointment and get the work done. She has been suffering since the accident and hopefully we can help get this taken care of ASAP as she cannot afford the work without the coverage. We will submit the difference through ex-gratia once the work is completed. 

Feb 27, 2017: The PA suffered a dental accident March 20, 2016. She has been pursuing coverage under our accidental dental benefit and received a decline  in August 2016 as the damage was to a pontic, not a natural sound tooth. she has suffered further confusion s the benefit schedule shows 100% coverage for accidental dental, and it's embedded within the dental benefit small print at the back that it is limited to natural tooth only. 

I have asked GCCS to review today to see if any relief Is available under the base plan dental, and will put together a request for an ex-gratia payment once amounts confirmed. Total repair was $1136.",True,2017-08-23T19:43:27.000+0000,False,False,005G0000002gyDHIAY,2017-02-27T18:33:05.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(604)303-7964,,,,,,,,,,,,,,,,,0.0,,0011600001lUjNjAAK,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,4.0,0.0,0.0,,False,3321.0
5001600000zhRkYAAU,False,,00012283,003G000001lFa6qIAC,001G000000urMrTIAU,,,,,,HelloLife,,Closed - Responded,Complex Case,In Person,,Ross & Janet Allison,Medium,"RRIF - Closed 
141,000 assets",True,2017-02-27T20:46:08.000+0000,False,False,00516000006lhhXAAQ,2017-02-27T20:42:20.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(905)441-4249,1 905 441 4249,cory.code@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,5.0,0.0,0.0,,False,3321.0
5001600000zhaVhAAI,False,,00012284,0031600002B82tgAAB,0011600001lUd0uAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Claim,Medium,"Plan Admin changed dependent spouse and beneficiary in system in 2013 for one EE without filling out an EE change form.  That EE has passed away in Dec 2016 and current spouse is claiming the Life benefits thinking she's the rightful beneficiary.  Explained possible scenarios/next steps on how to go about the claim.  Please see attached email correspondence.

Ma3 3/17  Talked to Bryan Kassa about exception received from HO regarding accepting statement from Plan Admin Daila - beneficiary & spouse change.

Mar10/17 Received Notarized statement from PA. Sent to Josephine Bancolita for handling.",True,2017-03-15T17:37:56.000+0000,False,False,005G0000004e3wfIAA,2017-02-28T15:49:21.000+0000,005G0000004e3wfIAA,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(250)832-2263,,,,,,,,,,,,,,,,,0.0,,0011600001lUd0uAAC,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3320.0
5001600000zhhroAAA,False,,00012285,003G0000018f6r5IAA,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Feb. 28/17-Severance Request,Medium,"We have a severance request for policy 107862 id 12.
Feb. 28/17 Severance Request
Employee Name: LK
Date of employment: March 1, 2001
Termination reason: Eliminating her position
Date notified: January 12, 2017
Last date worked: March 23, 2017
Specify what benefits to be extended: Health and dental benefits
Date extension ends: January 11, 2018

Mar. 1/17-SEVERANCE REQUEST:
Please extend benefits as below:
ID# xx LK 	hc/dc 	March 23/2017 to January 11/2018",True,2017-03-01T18:53:13.000+0000,False,False,005G0000002gy4AIAQ,2017-02-28T20:51:37.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:01.000+0000,(613)295-4141,(613) 295-4141,lauren@lcsfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUc5mAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3320.0
5001600000zhj4ZAAQ,False,,00012286,003G0000018f7cDIAQ,0015o000008CysqAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,client with BCE shares,Medium,"left me a message that has a c that worked for bell and retired. wants to transfer the shares and not necessarily sell all of them. called her back and lm. need more info and to explain the process.

cell. 514-951-0555",True,2017-07-10T20:42:05.000+0000,False,False,005160000068bqBAAQ,2017-02-28T21:55:59.000+0000,005160000068bqBAAQ,2024-08-08T16:49:32.000+0000,0055o0000019VX9AAM,2024-08-08T16:49:32.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,70116000001B9J3AAK,,,,1.0,0.0,0.0,,False,3320.0
5001600000zhj8cAAA,False,,00012287,003G0000018f7g2IAA,001G000000urN9AIAU,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,client with small # of shares,Medium,maude lmm saying that the c had a small position that can sell but paying inactive fees. also says that good opportunity to develop a relationship with c.,True,2017-03-01T21:25:56.000+0000,False,False,005160000068bqBAAQ,2017-02-28T21:59:55.000+0000,005160000068bqBAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(450) 582-4777,(514) 592-2896,jacques@daneault.ca,,,,,,,,,,,rbc,Other,,,0.0,,,0.0,False,rbc,,,,,005160000068bqBAAQ,,,70116000001B9J3AAK,,,Analysis Document,0.0,0.0,0.0,,False,3320.0
5001600000zhlJ7AAI,False,,00012288,0031600002M9ikLAAR,0011600001lUf6QAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Severance agreement and reinstatement of benefits for ID 2,Medium,"Former employee has been in legal dispute with employer over his termination.  A settlement offer has been made which includes reinstatement of benefits and extension of coverage.

Feb 28, 2017 - HO approved continually.
Feb 28, 2017 - client letter received agreeing to terms.  Passed to HO for processing.",True,2017-05-04T21:38:05.000+0000,False,False,005G0000002gyGzIAI,2017-03-01T00:44:47.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(913) 890-5583 x 1283,,adam.george@corbion.com,,,,,,,,,,,,,,,0.0,,0011600001lUf6QAAS,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3320.0
5001600000zhtPhAAI,False,,00012289,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#281136 - March 2017 - Ex-Gratia Request,Medium,"Id#3 - Drug claims cut back due to Enhanced and Medical Supplies that were declined for a total request of $582.07. Mg.
Original request declined by M&DS - Jill had to get involved - approved by Claude Gatin.  The new amount reimbursed is $475.50 due to coinsurance levels.",True,2017-03-01T18:15:21.000+0000,False,False,005G0000002gxymIAA,2017-03-01T18:15:14.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqAAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3319.0
5001600000zhvGYAAY,False,,00012290,003G0000018f7uAIAQ,001G000000urN0CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,LTD amount not increasing for employee 61,Medium,"Cert #61 is over the 10% so the EE must send in evid to be underwritten if the EE wants to apply for excess. If you see the last salary increase and divide it by the last excess the % is well over 10%.

The last time that we coded EXCESS on KEN1 was on April 14/14 and her salary then was $64,500.00. If you divide 79,568.00 by $64,500.00 it is at 23%.

We look at the last time the EE has had EXCESS, if there is a plan change and where the EE was at when it was done and how many different salary changes there have been.

Explanation for salary increases and increasing LTD.

In April 2012 – excess insurance is advising u/w was completed. Excess status message is approved.

In January 1, 2014 – salary increased to $64500

In April 2014 – excess insurance resulted in LTD increasing to $4032 – excess was automatic as salary increase was less than 10%. (went from 60K in April 2012 to 64.5K in Jan 2014)

In December 2014 – salary increased to $75000. This is greater than 10% ( from 64.5K to 75K so excess insurance was not increased)

All subsequent increases go back to last salary auto update as of April 2014 to check for excess so employee needs to do u/w in order to have LTD amount increased.

Did call Dorene with explanation.",True,2017-03-01T19:34:10.000+0000,False,False,005160000070kMqAAI,2017-03-01T19:34:03.000+0000,005160000070kMqAAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250)213-6964,(250) 213-6964,duquettefinancial75@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUgE9AAK,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3319.0
5001600000zi4WQAAY,False,,00012291,003G0000018f6VJIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Policy loan,Medium,All contact via Reg Hill.  Nehal Shelat provided requested answer.,True,2017-03-02T15:31:17.000+0000,False,False,005G0000002heHMIAY,2017-03-02T15:31:08.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)617-4330,,stuart@libinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3318.0
5001600000zi6n8AAA,False,,00012292,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,PLASSE JOEL,Medium,"Alain would like us to review the current portfolio as it has not been done since 
Would like us to recommend changes as well",True,2017-03-03T21:39:34.000+0000,False,False,005G0000002gy8MIAQ,2017-03-02T17:21:48.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,3.0,0.0,0.0,,False,3318.0
5001600000zi8qFAAQ,False,,00012293,003G0000018f7TxIAI,001G000000urN30IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#222902 - March 2017 - Head Office Exception beyond 4 Month Rule,Medium,"Advisor trying to clean up this account and there have been some miscommunication between our office, the client and Advisor.
We have asked to have 5 employees terminated beyond the 4 month rule and this was approved by Maria Koropas. Mg
This results in a $ 5,859.24 credit in premium.",True,2017-03-02T19:04:48.000+0000,False,False,005G0000002gxymIAA,2017-03-02T19:04:41.000+0000,005G0000002gxymIAA,2017-03-02T23:46:33.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(613)667-3667X1,(613) 724-9445,tconte@cfservices.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkVXAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3318.0
5001600000zi9HLAAY,False,,00012294,003G0000018f7NjIAI,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Share options and warrants,Medium,,True,2017-03-02T19:26:27.000+0000,False,False,005G0000002heHMIAY,2017-03-02T19:26:21.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)730-0244,(403) 870-4078,bruce@biggarfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3318.0
5001600000zi9b6AAA,False,,00012296,0031600002YxrVlAAJ,001G000000urMt7IAE,,,,,,GIO,012G00000012AYWIA2,More Information Required,Product Question,Email,,"QTrade Potential: Ishare Accounts $35,000",Low,"Paul brought to Kevin's attention a new advisor, with a potential client. Kevin completed coaching on QTrade to the new advisor, and completed a review and analysis of the two accounts.",False,,False,False,005G0000002gy2RIAQ,2017-03-02T19:41:03.000+0000,005G0000002gy2RIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(902)441-1156,(902) 441-1156,shafin@shafinmahfuz.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2RIAQ,,,70116000001B6zaAAC,,,,0.0,0.0,0.0,,False,3318.0
5001600000ziAqDAAU,False,,00012297,003G0000018f78lIAA,001G000000urMunIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Two disabled employees starting return-to-work program week of March 6th,Medium,"March 1 - Nicole reached out as Marlena (employer HR) is feeling anxious about her role in the return-to-work and unsure of support and tools available to her.  I directed Nicole to the centre for mental health in the workplace website and we located some support documents.  I also reached out to the rehabilitation consultant and set-up a conference call so Nicole, PA and rehab consultant could discuss concerns and overcome.",True,2017-05-04T21:40:51.000+0000,False,False,005G0000002gyGzIAI,2017-03-02T20:38:45.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250)475-1100,,nicole@clearwellbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgDgAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,2.0,0.0,0.0,,False,3318.0
5001600000ziQU6AAM,False,,00012322,003G0000019ME0JIAW,001G000000utIUuIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-gratia Ortho claim,High,"Ortho claim was prescribed by a Nurse Practioner rather than GP.  Claim was denied because of this.  Advisor advised the employee to seek medical diagnosis from GP but this employee got really upset as she doesn't have a Family doctor.  Furthermore, she tried going to a walk in clinic to but got really frustrated with the waiting she had to go through.  She's not able further time off work to get prescription from GP. Client and EE understand if this gets approved, it is a one-time exception.

3/8/17 Ex-gratia approved.  See client file.",True,2017-03-09T17:02:46.000+0000,False,False,005G0000004e3wfIAA,2017-03-03T23:49:52.000+0000,005G0000004e3wfIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 374-2139,,rhaw@westlandinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUeUBAA0,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,1.0,0.0,0.0,,False,3317.0
5001600000zimfRAAQ,False,,00012323,003G0000018f6XgIAI,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,,True,2017-03-06T23:20:29.000+0000,False,False,005G0000002heHMIAY,2017-03-06T23:20:23.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)329-6220,,geoff@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3314.0
5001600000zixlHAAQ,False,,00012324,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#222870 - March 2017 - Open Enrollment,Medium,"March 1st, 2017 - Open Enrollment to add 6 employees - Approved by Sabrina Muzyka",True,2017-03-07T20:11:48.000+0000,False,False,005G0000002gxymIAA,2017-03-07T20:11:42.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001lUcOUAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3313.0
5001600000zj0Z8AAI,False,,00012325,003G0000018f79lIAA,001G000000urMuRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,US tax planning and LI,Medium,,True,2017-03-07T22:34:49.000+0000,False,False,005G0000002heHMIAY,2017-03-07T22:34:42.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)264-3644,,dtatomir@berghtatomir.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3313.0
5001600000zj51kAAA,False,,00012326,003G0000018f7TlIAI,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Feb. 3/17- Dependant Life Claim,Medium,"Feb. 3/17- Dependent Life Claim started, received by email to Marita G
Feb. 13/17- Life Depart. requested other signature in Part 1 as member is PA and widow.
Feb. 14/17-Owner signed Part 1 and form is returned to Life Depart.
Feb. 31/17-Follow-up with Life Depart., indicated signature in Part 1 is needed-reconfirmed it was sent already.  Rush was requested
March 8/17-Dependent Life Claim Received for $10,002.47.  After speaking with Garth, couriered directly to CH at her work address.  Called CH as well.",True,2017-03-08T14:52:12.000+0000,False,False,005G0000002gy4AIAQ,2017-03-08T14:52:03.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 791-3677,,gbushfinancial@bell.net,,,,,,,,,,,,,,,0.0,,0011600001qxapnAAA,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3312.0
5001600000zjKT5AAM,False,,00012327,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Feb.27/17-Rush RAMQ Letters requested for 2015 coverage on 2 members,Medium,"Bonjour,
Nous aurions besoin d'une preuve que 2 personnes étaient assuré pour l'année 2015 pour les assurance médicament.
Est-ce que tu peux me faire parvenir une preuve pour chacun:
Contrat 285461
DL no. xx
NL no xx
Merci
MC
Mar.8/17- Letters sent by GCCS, PDF copy to us and sent to Michelle C",True,2017-03-09T17:14:26.000+0000,False,False,005G0000002gy4AIAQ,2017-03-09T17:14:17.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlMYAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3311.0
5001600000zjL1aAAE,False,,00012328,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Aug. 19/16-NEM Reverse Increase requested,Medium,"Sent: August-19-16 1:43 PM
Subject: Re: ACTEGA WIT INC. (289268) GWL Group
Bonjour,
j'ai discuté avec Lise et elle veut l'augmentation seulement à 1400 pour le ILD.
S.v.p. faire les corrections et nous retourner le livret et contrat.
Merci et bonne journée
MC
Aug.24/16-HO approved  and processed reversed Ltd NEM from $1600 to $1400",True,2017-03-09T17:36:02.000+0000,False,False,005G0000002gy4AIAQ,2017-03-09T17:35:57.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,001G000000xO3xtIAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3311.0
5001600000zjLpQAAU,False,,00012329,0031600002YyReiAAF,001G000000usXl0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Open Enrollment - Mar 1/17,Medium,Sent request on March 1/17. Approved on March 8/17 effective March 1/17.,True,2017-03-09T18:17:18.000+0000,False,False,005G0000004e3wfIAA,2017-03-09T18:17:08.000+0000,005G0000004e3wfIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 717-8768,,wendy@wtafinancial.com,(250) 717-8769,,,,,,,,,,,Other,,,0.0,,001G000001ZDUHXIA5,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3311.0
5001600000zjocgAAA,False,,00012366,003G0000018f7TQIAY,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#297930 - March 2017 - 62 day Arrears Exception,Medium,Request to increase the arrears notification to 60 days approved by Erin Peters.,True,2017-03-13T14:52:25.000+0000,False,False,005G0000002gxymIAA,2017-03-13T14:52:17.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)226-1964,ext 371,anoseworthy@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001qyKKCAA2,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3307.0
5001600000zjpuRAAQ,False,,00012367,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,DR FOREST GENEVIEVE,Medium,"Client has assets in LL/QGOF/ Third party funds Alain would like to offer preferred pricing as accounts are over 500K unfortunately will need an exception as the asset with QGOF & LL do not reach the required amounts
Account will need to be rebalanced as well if we get the exception",True,2017-03-27T20:26:31.000+0000,False,False,005G0000002gy8MIAQ,2017-03-13T15:52:47.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,1.0,0.0,0.0,,False,3307.0
5001600000zjqcKAAQ,False,,00012370,0031600002FLKpjAAH,001G000000urMq5IAE,,,,,,DI,,In Progress,,Email,,Full Plan using NaviPlan,Medium,"Dodd - DI using GWL software + NaviPlan presentation mode for Life, Retirement, Education + Lvl 2 for CI 
Plus how to present and work on the fly off line",False,,False,False,00516000006lhhBAAQ,2017-03-13T16:35:34.000+0000,00516000006lhhBAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(519) 766-9363,(519) 716-3154,amanda.retallick@wealthrite.ca,(519) 766-0383,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhBAAQ,,,,,,,0.0,0.0,0.0,,False,3307.0
5001600000zjqeZAAQ,False,,00012368,0031600002QUdF2AAL,001G000000urMq5IAE,,,,,,Life,,In Progress,,In Person,,Divorce - split CSV,Medium,client determining if CSV split prior to marriage,False,,False,False,00516000006lhhBAAQ,2017-03-13T16:24:03.000+0000,00516000006lhhBAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(519)835-4286,(519) 835-4286,shaun@valeriotefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhBAAQ,,,,,,,0.0,0.0,0.0,,False,3307.0
5001600000zjqlzAAA,False,,00012369,0031600002RwDjQAAV,001G000000urMq5IAE,,,,,,Mutual Fund,,In Progress,,In Person,,Mosque Leader,Medium,needed material to approach local mosque leader - charitable giving and ethic funds / real estate funds,False,,False,False,00516000006lhhBAAQ,2017-03-13T16:28:57.000+0000,00516000006lhhBAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(519) 650-8111 ext 362,,osumanu.amadudankana@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhBAAQ,,,,,,,0.0,0.0,0.0,,False,3307.0
5001600000zjqxgAAA,False,,00012371,0031600002QUdF2AAL,001G000000urMq5IAE,,,,,,Mutual Fund,,In Progress,,In Person,,NaviPlan,Medium,worked on retirement & education including reports & positioning with NaviPlan,False,,False,False,00516000006lhhBAAQ,2017-03-13T16:38:02.000+0000,00516000006lhhBAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(519)835-4286,(519) 835-4286,shaun@valeriotefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhBAAQ,,,,,,,0.0,0.0,0.0,,False,3307.0
5001600000zjqzcAAA,False,,00012372,0031600002G6ntBAAR,001G000000urMq5IAE,,,,,,Mutual Fund,,In Progress,,In Person,,Rebalancing Client Porfolio,Medium,switches & conversion on complex case,False,,False,False,00516000006lhhBAAQ,2017-03-13T16:40:01.000+0000,00516000006lhhBAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(519) 650-8111,,ramsey.hanlon@freedom55financial.com,(519) 650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhBAAQ,,,,,,,0.0,0.0,0.0,,False,3307.0
5001600000zjuC9AAI,False,,00012373,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#262001 - March 2017 - Ex-Gratia Request - Out of Country,Medium,"Family travelling out of country and had to leave early due to illness - other out of country claims were paid for the ill plan member, but the Trip Interruption charges were not covered.
Ex-Gratia for Id#6 in the amount of $4812.14 approved by Jennifer Smith. Mg.",True,2017-03-13T18:54:42.000+0000,False,False,005G0000002gxymIAA,2017-03-13T18:54:35.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqOAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3307.0
5001600000zjwmwAAA,False,,00012374,003G0000018f7EbIAI,001G000000urMrxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Mar. 13/17- Survivor Benefits/Life Claim,Medium,"RE:  DP  
Surviving Spouse: LC

Please be advised survivor benefits for the health and dental benefits has now been set up on the BEN system effective Mar 6, 2017 under identification SS0000000xx.
This coverage will terminate Mar 5, 2019 or earlier for any dependents who cease to qualify under the definition of dependents in the policy contract.
Mar. 23/17- Survivor Benefit card received and sent to company as requested by Fed Ex
April 3/17- Left a message with BC to describe situation and advise that a call to the pa is needed.
April 3./17-Spoke with the plan administrator, he will search again for any documents and contact the widow.

He believes that a change form was sent to Head Office after the deceased wife, approx. in 2004.
He has an Employee Benefit Statement sent from Head Office confirming the change to beneficiary (which he will send me).
April 4/17- Provided the exception to BC and let him give the pa the news. Offered an employee session and updating beneficiaries once the Life payment is completed.
April 12/17- Life Claim Payment arrived payable to LC.
April 12/17- sent to SB, as directed by BC, using FedEx",True,2017-04-12T13:05:15.000+0000,False,False,005G0000002gy4AIAQ,2017-03-13T20:50:25.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)741-5460X245,(613) 720-1957,brianc@onelifewealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUc4cAAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3307.0
5001600000zk25BAAQ,False,,00012375,0031600002N1yxwAAB,001G000000urMq5IAE,,,,,,,,In Progress,,In Person,,Transfer of Severance to RSP,Medium,forms,False,,False,False,00516000006lhhBAAQ,2017-03-14T13:49:53.000+0000,00516000006lhhBAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,,(226) 978-1895,john.szilva@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhBAAQ,,,,,,,0.0,0.0,0.0,,False,3306.0
5001600000zk544AAA,False,,00012376,0031600002RwDjQAAV,001G000000urMq5IAE,,,,,,,,In Progress,,In Person,,Manulife printing problem,Medium,using Edge verses Explorer to print from laptop,False,,False,False,00516000006lhhBAAQ,2017-03-14T16:34:36.000+0000,00516000006lhhBAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(519) 650-8111 ext 362,,osumanu.amadudankana@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhBAAQ,,,,,,,0.0,0.0,0.0,,False,3306.0
5001600000zk56tAAA,False,,00012377,0031600002T0dgxAAB,001G000000urMq5IAE,,,,,,,,In Progress,,In Person,,HEAP form,Medium,QIS sent HEAP explained HEAP however not required at this time and to email back sender,False,,False,False,00516000006lhhBAAQ,2017-03-14T16:36:38.000+0000,00516000006lhhBAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(519) 650-8111 Ext.368,,sibo.jiao@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhBAAQ,,,,,,,0.0,0.0,0.0,,False,3306.0
5001600000zk5sEAAQ,False,,00012378,003G0000018f7oXIAQ,0015o000008CytpAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,299897 ILD #6 avant  le début de la police,Medium,,True,2017-04-05T16:38:14.000+0000,False,False,005G0000002gxzsIAA,2017-03-14T17:12:29.000+0000,005G0000002gxzsIAA,2024-08-08T18:32:46.000+0000,0055o0000019VX9AAM,2024-08-08T18:32:47.000+0000,(819) 375-6829,(819) 371-4227,ajuneau@gasq.ca,,,,,,,,,,,,,,,0.0,,0011600001wTJAtAAO,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3306.0
5001600000zk5tqAAA,False,,00012379,003G0000018f7oXIAQ,0015o000008CytpAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,299897 #13 invalidité de long durée,Medium,,True,2017-04-05T16:37:28.000+0000,False,False,005G0000002gxzsIAA,2017-03-14T17:13:34.000+0000,005G0000002gxzsIAA,2024-08-08T18:32:46.000+0000,0055o0000019VX9AAM,2024-08-08T18:32:47.000+0000,(819) 375-6829,(819) 371-4227,ajuneau@gasq.ca,,,,,,,,,,,,,,,0.0,,0011600001wTJAtAAO,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3306.0
5001600000zk7OzAAI,False,,00012380,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#239654 - March 2017 - Late Applicant,Medium,"Id#55 to be added - DOH October 24th, 2016 - effective date of January 24th, 2017 - no late applicant restrictions. Mg.",True,2017-03-14T18:33:13.000+0000,False,False,005G0000002gxymIAA,2017-03-14T18:33:07.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUgIfAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3306.0
5001600000zk7RZAAY,False,,00012381,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#276918 - March 2017 - Late Applicant,Medium,"Id#76 to be added DOH July 28th, 2016 - effective date of Jan 28th, 2017 - No late applicant restrictions. Mg.",True,2017-03-14T18:35:12.000+0000,False,False,005G0000002gxymIAA,2017-03-14T18:35:07.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUkG9AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3306.0
5001600000zk7byAAA,False,,00012382,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#299062 - March 2017 - Late Applicant,Medium,"Id#8 to be added DOH Dec 5th, 2016 - effective March 10th, 2017 - with no late applicant restrictions. Mg.",True,2017-03-14T18:42:32.000+0000,False,False,005G0000002gxymIAA,2017-03-14T18:42:27.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001sH8XpAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3306.0
5001600000zk7hrAAA,False,,00012383,003G000001Wu6JsIAJ,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#298987 - March 2017 - Plan Admin Correction,Medium,"Id#12 - Plan Admin waived the waiting period in error. Correction to apply the waiting period (DOH Oct 18th, 2016 / Effective date January 18th, 2017). Mg.",True,2017-03-14T18:47:41.000+0000,False,False,005G0000002gxymIAA,2017-03-14T18:47:36.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)226-1964,(902) 476-5096,gyoung@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001sq4qmAAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3306.0
5001600000zkFXjAAM,False,,00012384,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#219417 - March 2017 - Exception beyond 4 Month Rule,Medium,"Id#45 was to be terminated June 10th, 2016 - was missed by the PA.  Request to process as requested - approved by Maria Koropas. Mg.
This exception resulted in a premium credit of $1168.80.",True,2017-03-15T13:40:53.000+0000,False,False,005G0000002gxymIAA,2017-03-15T13:40:46.000+0000,005G0000002gxymIAA,2017-03-15T13:56:30.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUcM0AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3305.0
5001600000zkNm7AAE,False,,00012385,003G000001zzfsOIAQ,001G000000wjNqgIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Amendent to add class for real estate agents,Medium,"Advisor dropped EE application forms off at the Vancouver SMC. Not sure where they went.

Spoke with advisor and client. Collected copies of two forms. Waiting on third. 

Confirmed March 1 effective date, separate class with 0 waiting period, and separate billing division.

March 15/17 - received outstanding form

March",True,2017-05-04T21:36:04.000+0000,False,False,005G0000002gyGzIAI,2017-03-15T20:03:59.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604) 431-0117,(604) 724-6211,bernardeta.kobrtkova@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001srJDkAAM,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3305.0
5001600000zkPhxAAE,False,,00012386,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Phone,,Arrears sent to Collection,Medium,"Waiting for the termination date correction from Sabrina
Also waiting to hear back from Charito re:  amount confirmation owing",False,,False,False,00516000007PWrfAAG,2017-03-15T21:39:51.000+0000,00516000007PWrfAAG,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,0011600001lUiDWAA0,0.0,False,,,,,,00516000007PWrfAAG,,,,,,,0.0,0.0,0.0,,False,3305.0
5001600000zkUVqAAM,False,,00012387,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Mar. 15/17-Client Cheque Returned as per PPTA,Medium,"Mar. 15/17-Julie Desjardins confirmed that a cheque of $724.30 be returned to the client.
There was no policy reference and the amount is not aligned with group benefits.",True,2017-03-16T13:50:47.000+0000,False,False,005G0000002gy4AIAQ,2017-03-16T13:50:21.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001lUlMOAA0,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3304.0
5001600000zkcymAAA,False,,00012388,003G0000018f775IAA,001G000000urMp9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,EX GRATIA - ANKLE BRACE CERT 1,High,"April 4th Ex Gratia approved and letter sent to client with confirmation of payment. I have communicated this info to advisor Tony. 

Waiting on acceptance from h.o 

Advisor requested that we have a recent claim that was denied fro cert 1 an ankle brace as it was bought off the shelf and not constructed with rigid material. The ex gratia was submitted to h,o March 16th 2017 for a total amount of $63.27 . Should the claim not be paid, the advisor has threatened that he will be looking for another carrier at renewal.",True,2017-04-06T14:09:52.000+0000,False,False,00516000006kda0AAA,2017-03-16T20:11:57.000+0000,00516000006kda0AAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(705)946-8992,(705) 946-8992,tony@greatlakeswealthadvisory.com,,,,,,,,,,,,,,,0.0,,0011600001lUfdAAAS,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3304.0
5001600000zkf9wAAA,False,,00012401,0031600002a7JjJAAU,001G000000urN0wIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,New employee to add to the plan. Late app but has full benefits so seeking exception,Medium,"Employee had 12 months extension of coverage under union benefits plan with prior employer.  Losing this coverage March 31, 2017.  Seeking to be added to this plan without late applicant coverage.",True,2017-05-04T21:41:22.000+0000,False,False,005G0000002gyGzIAI,2017-03-16T22:34:21.000+0000,005G0000002gyGzIAI,2017-06-15T07:44:18.000+0000,00516000005kYbhAAE,2018-10-05T23:36:38.000+0000,(250) 869-3916,,jbeckerton@acera.ca,,,,,,,,,,,,,,,0.0,,001G000001H3BzXIAV,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3304.0
5001600000zkheCAAQ,False,,00012402,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#295495 - March 2017 - GCCS Exception,Medium,Id#8 requesting a 100 day supply on medications and to have all 2016 drug purchases reassessed electronically.  We do require the receipts for the 2016 prescriptions to see what the plan member has paid out of pocket - rec'd exception to accept these receipts via email for assessment (no claim form). Mg.,True,2017-03-17T12:45:26.000+0000,False,False,005G0000002gxymIAA,2017-03-17T12:45:19.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001kmjnsIAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3303.0
5001600000zkiG6AAI,False,,00012404,003G0000018f6eqIAA,001G000000urMrbIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Payment Issue,Medium,As per the email from the advisor below our client is having a issue understanding premiums still owing in the amount of $12.21.  Would it be possible to write this off for our client?  I have already forwarded the advisor a reconciliation dating back to 1998 however the client still feels that he does not owe this extra premium.,True,2017-04-05T15:54:05.000+0000,False,False,005G0000002gy59IAA,2017-03-17T13:32:09.000+0000,005G0000002gy59IAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,613-354-2726,,dianne.dowling@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001l4YenAAE,0.0,False,,,,,,005G0000002gy59IAA,,,,,,,0.0,0.0,0.0,,False,3303.0
5001600000zkpTTAAY,False,,00012428,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Mar 9/17-Disability Follow up for Owner,Medium,"Mar. 9/17- Julie D called concerning a follow-up on disability for owner that was last paid on Jan. 22/17
Mar. 9/17-Email sent to DMSO Mtl.
Mar. 15/17-Email follow-up sent again to DMSO Mtl.
Mar. 16/17-Call from Lise, owner was at her office, she wanted a follow-up immediately. Called DMSO Mtl and left a message with the Supervisor plus sent an email with Case Mgr & Supervisor
Mar. 16/17-Called Lise with the steps taken, she requested an answer by Monday
Mar. 21/17-Disability confirmed payment since March 15/17 and Ltd approved.  Provided the details to Julie and Lise.
Mar. 22/17-Requested if any other forms were needed for the employee, as per Julie and Lise.",True,2017-04-12T13:03:47.000+0000,False,False,005G0000002gy4AIAQ,2017-03-17T20:01:18.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001o8pWqAAI,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3303.0
5001600000zkq9dAAA,False,,00012429,003G0000018f7TaIAI,001G000000urN3PIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Mar. 17/17-Case Services Challenges,Medium,"Hi Ronetta,
Lise Trahan’s case, effective Oct. 1/16 on its 3rd amendment.
•	Oct. 1/16: Change the drug formulary for Provincial 
•	Retroactive Jan. 1/16: Add division 6 and affiliate-moving the benefit class 4 employees to new division/ new PAD
o	This is the one they are asking for an apology letter to the client to reflect that we misunderstood the letter and it has nothing to do with GWL
o	Broker created their own amendment letter & employee application
	We did create an amendment letter with a request for the employee application, PAD and GroupNet forms
o	Jan. 24/17-Amendment received
o	Feb. 8/17-Amendment completed sent to Sylvain Boivin & Julie Desjardins
o	Feb. 17/17-Called Sylvain to review billing issue, transferred all employees back to original divisions. 
o	Feb. 28/17-All PAD withdrew money with the proper adjustments except new division 6.
o	Mar. 3/17- Contacted by Sylvain/ called Charito to resolve and requested rush refund cheque for March 6/17
o	Mar. 10/17-Followed up the Charito and GIPA, cheque did not get done; issued cheque that day
o	Mar. 14/17-Refund Cheque arrived after follow-up, personal delivery to PPTA
	Discussed options wanted through investigative questions with Sylvain and Julie
	Including challenges with Arrears: began the HO request for 60 days arrears notice on block
o	Mar. 15/17-Julie left message that both the client and Lise would like an apology letter for misunderstanding the amendment letter
•	Retroactive Jan. 1/16: Change the drug formulary to PD33 and have claims reassessed

Other issues:
o	2  PADs, 4 benefit classes and 5 divisions
o	Had to reaffirm the payments (benefit classes & division) with aligned PAD 2x
o	Client and broker sent in two different sold plans.   
o	Different benefit classes, benefits and rates: had broker’s office initial sold plan	
o	Hard booklets were ordered twice, broker realized that client address was an abandoned burnt down lot due to fire.
o	Address updated with broker’s address
        

Let me know if anything else is needed.
Cheers,",True,2018-05-21T18:32:13.000+0000,False,False,005G0000002gyCZIAY,2017-03-17T20:40:56.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(819) 303-8884 x 4211,(819) 639-2020,ltrahan@groupeafl.com,,,,,,,,,,,,,,,0.0,,0011600001zzshPAAQ,0.0,False,,,,,,005G0000002gyCZIAY,,,,,,,0.0,0.0,0.0,,False,3303.0
5001600000zks2kAAA,False,,00012430,003G0000018f7tkIAA,0011600001sFk9YAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,Request to add RCC coverage - particular EE with declined claim,Medium,,True,2017-04-06T18:41:53.000+0000,False,False,005G0000002gyGzIAI,2017-03-17T23:12:21.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604) 608-0688,(604) 781-3215,demanuel@idcwin.ca,(604) 687-1327,,,,,,,,,,,,,,0.0,,0011600001lUmT5AAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3303.0
50016000010IeF8AAK,False,,00012431,0031600002BEJ3SAAX,00116000022eVIrAAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Extension of Benefits,High,Client had asked for an extension of benefits for an employee who lost her husband in a cycling accident. This 6 month extension was up March 2017.  We escalated this for another 6 month extension as the insistence of the plan admin/owner/advisor/groupforce and we received approval!  Everyone is satisfied.,True,2017-05-03T14:09:52.000+0000,False,False,005G0000002gyANIAY,2017-03-20T16:30:49.000+0000,005G0000002gyANIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(905) 738-6077 x223,,mcivichino@elm-insurance.com,(905) 270-1177,,,,,,,,,,,,,,0.0,,0011600001vguejAAA,0.0,False,,,,,,005G0000002gyANIAY,,,,,,,0.0,0.0,0.0,,False,3300.0
50016000010IiurAAC,False,,00012432,003G0000018f7TJIAY,001G000000urN2vIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"severance benefit, laurie kirkby,  oct 2016",Medium,severance for Laurie Kirkby put in place oct 2016,True,2017-04-19T13:03:00.000+0000,False,False,005G0000002gy4FIAQ,2017-03-20T19:21:24.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)543-3332,(613) 330-6889,bruddock@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,001G000001kmkTXIAY,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3300.0
50016000010Im7jAAC,False,,00012445,0031600002JAJhVAAX,0015o000008Cz01AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Open Enrollment -Black Lake,Medium,"Feb 22/17 - head office approved one time exception for open enrollment to include dependents 

Currently with advisor to gather missing employee apps and dependent information.

*** Currently this open enrollment is on hold as the the client has gone to another adivsor for a review of their current benefit plan.  This was NOT an aor just a authorization for review.  the current advisors are not impressed and want to wait and sit on this open enrollment as if the client is going to move they do not want to put in all this extra work.


Closed as too much time as passed  on this option to have an open enrollment.",True,2017-12-28T22:18:57.000+0000,False,False,00516000006l6nrAAA,2017-03-20T21:29:31.000+0000,00516000006l6nrAAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306) 763-4712,,hburgess@fnislp.ca,,,,,,,,,,,,,,,0.0,,0011600001lUnhGAAS,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3300.0
50016000010Ir4VAAS,False,,00012446,0031600002J6fJJAAZ,001G000000vkdnGIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Billing Division Confusion,High,"Since inception there has been confusion over billing divisions vs EFT, the plan admin had the two reversed.  We have since resolved this issue.",True,2017-05-03T14:11:49.000+0000,False,False,005G0000002gyANIAY,2017-03-21T13:12:01.000+0000,005G0000002gyANIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(905) 471-7170,(647) 834-4675,jjames@harryjamesgroup.com,,,,,,,,,,,,,,,0.0,,0011600001wQfrDAAS,0.0,False,,,,,,005G0000002gyANIAY,,,,,,,0.0,0.0,0.0,,False,3299.0
50016000010Ivl9AAC,False,,00012447,0031600002YwWK5AAN,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment,Medium,"Spoke to Advisor Dee Heska. Wants to request an open enrollment for 2 employees who were never added.

 3/21 sent request to H/O for approval. Reason being that they don't have an admin just owners who forgot. the advisor also did not assign a service person to the group so this was missed.

4/5 finally got apps back and sent to h/o for processing",True,2017-04-07T17:21:10.000+0000,False,False,005G0000002gy1fIAA,2017-03-21T17:09:31.000+0000,005G0000002gy1fIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,,,dee.heshka@lifeworks.com,,,,,,,,,,,,,,,0.0,,001G000001ZC89JIAT,0.0,False,,,,,,005G0000002gy1fIAA,,,,,,,0.0,0.0,0.0,,False,3299.0
50016000010IyoRAAS,False,,00012448,0030A0000029ZZ1QAM,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-Gratia Request,Medium,"Ex-gratia request for employee ID #1, owner, who went to the dentist 2 days before they were eliglbe for benefits",True,2017-05-05T14:23:53.000+0000,False,False,00516000006aAqnAAE,2017-03-21T19:36:24.000+0000,00516000006aAqnAAE,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,,,,(604)605-0020,,,,,,,,,,,,,,0.0,,0011600001roCP8AAM,0.0,False,,,,,,00516000006aAqnAAE,,,,,,,0.0,0.0,0.0,,False,3299.0
50016000010IyueAAC,False,,00012449,003G0000018f7vfIAA,001G000000urN2bIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-Gratia Request,Medium,Group just transferred to us from Large Group where they previously had $400 for Custom Made Orthotics. Want to claim additional $100 for total of $400.,True,2017-05-05T14:24:10.000+0000,False,False,00516000006aAqnAAE,2017-03-21T19:41:39.000+0000,00516000006aAqnAAE,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604) 370-3370,(604) 250-9092,daniel@signetfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001zZAayAAG,0.0,False,,,,,,00516000006aAqnAAE,,,,,,,0.0,0.0,0.0,,False,3299.0
50016000010J8kvAAC,False,,00012450,003G0000018f7TJIAY,001G000000urN2vIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Severance-L. Kirkby-approved,Medium,"March 22/17- severance approved for Laurie,   ltd form dec 12/2016 to feb 6 2017
life, heath and dental from dec  12/2016 to dec 2018",True,2017-04-19T13:03:46.000+0000,False,False,005G0000002gy4FIAQ,2017-03-22T14:57:23.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)543-3332,(613) 330-6889,bruddock@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,001G000001kmkTXIAY,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3298.0
50016000010J9bzAAC,False,,00012451,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#248201 - March 2017 - Rates Correction,Medium,"Correction to Split Rates back to September 1st, 2016 - resulting in a premium credit adjustment of $949.67. Mg.",True,2017-03-22T15:32:58.000+0000,False,False,005G0000002gxymIAA,2017-03-22T15:32:41.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlp2AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3298.0
50016000010J9m4AAC,False,,00012452,003G0000018f7lpIAA,001G000000usXl0IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Premium Relief on reporting RTW,Medium,"One EE returned to work in July 2016 but PA didn't notify us of the date as she was not notified of the disability or closure of the claim.  Asking Underwriting for premium relief. 

4/10/17 - received approval to have RTW current dated and therefore no back premium.  Success! WAV",True,2017-04-10T16:39:02.000+0000,False,False,005G0000004e3wfIAA,2017-03-22T15:39:04.000+0000,005G0000004e3wfIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250)717-8768,(250) 575-1390,tod@wtafinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUeSdAAK,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3298.0
50016000010JEHZAA4,False,,00012453,003G000001EGDVmIAP,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Adding Unlimited Coverage for All Classes,Medium,"The advisor came to me inquiring about this groups out of country coverage. I looked on system and could see that class 1 had unlimited OCC but class 2 & 3 had the 60 days. I explained this to the advisor and she came back asking me to look into it as all classes were suppose to be unlimited.

After I did some digging I realized that after the 2015 amendment took place, the classes were restructured and renamed and the unlimited wasn't applied to all classes like it previously was.

I was able to get an exception to grandfather the unlimited coverage from prior to the 2015 renewal to have all classes with unlimited OCC.",True,2017-03-22T18:43:12.000+0000,False,False,00516000006Uq1BAAS,2017-03-22T18:43:01.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,,(306) 359-1044,none@none.net,,,,,,,,,,,,,,,0.0,,0011600001lUbnaAAC,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3298.0
50016000010JGY3AAO,False,,00012454,003G0000018f7r4IAA,001G000000urMxOIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,In Person,,Open Enrolment,Medium,"I had been asked to go and present the benefit plan design to all of Division 3 - Cree Land Mini Mart. While I was at the presentation I realized that there was a lot of employees who were not enrolled on the benefit plan that should have been.

The employer explained that they want them to be working with the company for a year before they enrol them on the plan. The waiting period is currently set at no waiting period for this group.

I got the employees to fill out applications and I asked HO to process as an open enrolment. HO came back asking if I had checked with the other divisions to ensure we had not missed other employees on separate divisions. 

I am waiting on the plan admin to confirm that we are not missing any employees before HO can proceed with the open enrolment request.

April 6th, 2017 - I follow-up with the plan admin and received part of the information I requested. I am still waiting for the rest.",False,,False,False,00516000006Uq1BAAS,2017-03-22T20:26:50.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306)665-6244,,joanbh@tipi-imipartners.com,,,,,,,,,,,,,,,0.0,,0011600001lUmdjAAC,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3298.0
50016000010JKThAAO,False,,00012455,0031600002G7TxJAAV,001G000000urN3DIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Plan Administrator Directed Payment,Medium,"Payment couriered to to Kandi Heerkens March 21, 2017 from Kingston SMC.",True,2017-03-23T01:23:22.000+0000,False,False,005G0000002gyCZIAY,2017-03-23T01:22:55.000+0000,005G0000002gyCZIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 232-4577 x 102,,smacdonald@jrsaint.com,(613) 232-0577,,,,,,,,,,,,,,0.0,,001G000001O8N2yIAF,0.0,False,,,,,,005G0000002gyCZIAY,,,,,,,0.0,0.0,0.0,,False,3298.0
50016000010JMwFAAW,False,,00012456,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#400648 - March 2017 - Claims Suspension Lifted,Medium,New Group in claims suspension (no payment since Dec 2016).  Client sent wire transfer and Charito agreed to lift claims suspension with pending payment. Mg.,True,2017-03-23T14:13:09.000+0000,False,False,005G0000002gxymIAA,2017-03-23T14:13:03.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001xXlI9AAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3297.0
50016000010JPHkAAO,False,,00012457,0031600002B82erAAB,0011600001lUgzBAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,EX-GRATIA,Medium,"Got approval for a dental decline claim for $394 for the owner’s son. 
Chq went out to the dental provider",True,2017-03-23T16:16:47.000+0000,False,False,005G0000002gxxqIAA,2017-03-23T16:16:26.000+0000,005G0000002gxxqIAA,2017-03-23T16:16:47.000+0000,005G0000002gxxqIAA,2018-10-05T23:36:38.000+0000,(705)740-0960,,,,,,,,,,,,,,,,,0.0,,0011600001lUgzBAAS,0.0,False,,,,,,005G0000002gxxqIAA,,,,,,,0.0,0.0,0.0,,False,3297.0
50016000010JSQ9AAO,False,,00012458,003G0000018f6eTIAQ,0011600001pKb12AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax planning,Medium,,True,2017-03-23T18:53:25.000+0000,False,False,005G0000002heHMIAY,2017-03-23T18:53:17.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3297.0
50016000010JT2mAAG,False,,00012459,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,General tax and estate planning,Medium,,True,2017-03-23T19:21:20.000+0000,False,False,005G0000002heHMIAY,2017-03-23T19:21:13.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3297.0
50016000010JT4nAAG,False,,00012460,003G0000018f7WfIAI,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Sale of business,Medium,with LI asset,True,2017-03-23T19:22:58.000+0000,False,False,005G0000002heHMIAY,2017-03-23T19:22:51.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(780)532-1922,,myste@krugerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3297.0
50016000010JT6eAAG,False,,00012461,003G0000018f6z6IAA,0011600001pz0H1AAI,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Accounting & LI,Medium,,True,2017-03-23T19:24:20.000+0000,False,False,005G0000002heHMIAY,2017-03-23T19:24:13.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403) 261-4690 ext 457,,joey@tievoliwealth.ca,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3297.0
50016000010JT8uAAG,False,,00012462,003G0000018f7WmIAI,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and charitable donation,Medium,All contact via Valerie Flood,True,2017-03-23T19:26:31.000+0000,False,False,005G0000002heHMIAY,2017-03-23T19:26:25.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3297.0
50016000010JVRYAA4,False,,00012463,0030A0000029mRtQAI,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,HEPWORTH FRANCOISE (WM),Low,"Rebalance existing portfolio and transfer to privilege series
She wants to reduce her fees",True,2017-05-03T22:15:09.000+0000,False,False,005G0000002gy8MIAQ,2017-03-23T21:46:09.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(514)331-5838X269,,fran.hepworth@londonlife.com,(514)331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,1.0,0.0,0.0,,False,3297.0
50016000010JZCtAAO,False,,00012536,0031600002Ok36MAAR,001G000001FpOfHIAV,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#400950  - October 2016 - Underwriting Exception,Medium,90 day Out of Country Exception - approved by Tara Nicholson,True,2017-03-24T14:03:57.000+0000,False,False,005G0000002gxymIAA,2017-03-24T14:03:51.000+0000,005G0000002gxymIAA,2017-03-24T14:03:57.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(613) 670-8488,(613) 898-4697,daniel_sullivan@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001ypCFzAAM,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3296.0
50016000010JZF4AAO,False,,00012537,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#402682 - March 2017 - Underwriting Exception,Medium,"Grandfathering Life Insurance coverage of $360,000 from previous carrier - approved by Marianne Boyer. Mg.",True,2017-03-24T14:05:41.000+0000,False,False,005G0000002gxymIAA,2017-03-24T14:05:37.000+0000,005G0000002gxymIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,00116000022BDlNAAW,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3296.0
50016000010JZVbAAO,False,,00012538,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#401115 - October 2016 - Underwriting Exeption,Medium,Exception to add Child Ortho - approved by Tara Nicholson,True,2017-03-24T14:22:04.000+0000,False,False,005G0000002gxymIAA,2017-03-24T14:21:59.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001zYsGLAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3296.0
50016000010JckyAAC,False,,00012539,0031600002arN0DAAU,0011600001rogm3AAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Phone,,Life Claim,High,"Hello Vivian,
Thank you so much for touching base with us, again, our sincerest condolences on Fiorina’s passing. Please find attached a document to provide you access to Billing and Enrollment Online for Group Plan members. Please review, sign, and scan back to me. We should have your user ID and password in about ten business days. We will be in touch with you to arrange some training.

As discussed, we will look into the educational benefit under the AD&D portion of the plan, and get back to you later next week. In the meantime, we have sent the Life Claim forms up for processing and will be in touch with you as soon as we hear back.",False,,False,False,00516000006aQ2oAAE,2017-03-24T17:24:50.000+0000,00516000006aQ2oAAE,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(905) 886-8287,,vivians@summitviewhomes.com,,,,,,,,,,,,,,,0.0,,0011600001rogm3AAA,0.0,False,,,,,,00516000006aQ2oAAE,,,,,,,0.0,0.0,0.0,,False,3296.0
50016000010JeEkAAK,False,,00012540,0031600002B86IVAAZ,0011600001lUgJJAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Severance issued # 27,  issued march 24/17",Medium,"Maxine micholas,  benefis s extended to april 19/17, health and dental",True,2017-04-17T14:54:03.000+0000,False,False,005G0000002gy4FIAQ,2017-03-24T18:48:16.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)523-7446,,linda@millermcconnell.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3296.0
50016000010Jgu4AAC,False,,00012541,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-Gratia RTC,Medium,requested $140 RTC claims in total to be paid under psychology coverage.,True,2017-05-10T21:36:42.000+0000,False,False,00516000007PWrfAAG,2017-03-24T21:48:40.000+0000,00516000007PWrfAAG,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,0011600001lUiDdAAK,0.0,False,,,,,,00516000007PWrfAAG,,,,,,,0.0,0.0,0.0,,False,3296.0
50016000010JsmyAAC,False,,00012542,0030A0000029ahpQAA,001G000000wjd2jIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Severance # 16 # 17 0 issued april 1/to may 31/17,Medium,"2 ee's

extend Life, AD&D from April 1/17 to May 31/17.
-	extend HC,DC, EAP from April 1, 17 to Sep 30/17
-	  All other benefits (STD ) terminate effective April 1/17",True,2017-04-17T14:55:38.000+0000,False,False,005G0000002gy4FIAQ,2017-03-27T14:59:41.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)235-6165,(613) 795-6165,gaston@gouletinsurance.com,(613)235-6636,,,,,,,,,,,,,,0.0,,0011600001lUgIvAAK,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3293.0
50016000010Jt6eAAC,False,,00012543,003G0000018f7U3IAI,001G000000urN36IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#291596 - March 2017 - Ex-Gratia Request,Medium,"Roxanna asked if we could have the balance paid above the R&C and annual maximum resulting in a request of $289.60 to be paid out. (total claims of $685 at 80% = $548, we have paid $248.40 already). Mg",True,2017-03-27T15:15:37.000+0000,False,False,005G0000002gxymIAA,2017-03-27T15:15:32.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 599-6100 x 223,,gbaird@grbairdfin.com,,,,,,,,,,,,,,,0.0,,001G000001DVHaZIAX,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3293.0
50016000010JtDBAA0,False,,00012544,003G0000018f7MlIAI,001G000000urMvXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#401517 - March 2017 - Lift Claims Suspension,Medium,"Client is based in US and makes payments via Wire Transfer. The client has provided proof that payment is on its way, therefore, Charito Deborja has agreed to lift claims suspension as an exception. Mg.",True,2017-03-27T15:20:08.000+0000,False,False,005G0000002gxymIAA,2017-03-27T15:20:02.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)897-7463X44,(613) 795-2520,dave.dickinson@primebenefitsgroup.com,,,,,,,,,,,,,,,0.0,,00116000021HLxcAAG,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3293.0
50016000010Jvs8AAC,False,,00012545,0031600002ZXKkmAAH,00116000022C5MnAAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Pending Collections,High,"March 31 - Email sent to Advisor as payment still has not been rec'd.  If payment is not rec'd by Monday of next week the file will be sent to Collections.

Client is outstanding payment of $206.  Graham Thompson has contacted client to discuss.  Payment is on it's way.  I am trying to confirm to where and when payment will be sent.",True,2017-04-17T16:45:25.000+0000,False,False,005G0000002gy7UIAQ,2017-03-27T17:23:16.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(647) 764-7129,,sara@thompsonfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,0011600001q1wmXAAQ,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3293.0
50016000010JwBZAA0,False,,00012546,003G0000018f6YTIAY,001G000000urN3zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Michael Pullman,Medium,"Can you please add this employee as an exception effective April 1 and include this email in the file.


We will move forward.  Please ensure he is aware that anyone else moving forward that is outside the 31 grace period period will be subject to medical underwriting as the only method of joining the plan.  It will also have the dental restriction on if approved.",True,2017-04-05T15:51:08.000+0000,False,False,005G0000002gy59IAA,2017-03-27T17:37:47.000+0000,005G0000002gy59IAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 246-3231,,doug@phillipsgroup.ca,,,,,,,,,,,,,,,0.0,,001G000001ZEpicIAD,0.0,False,,,,,,005G0000002gy59IAA,,,,,,,0.0,0.0,0.0,,False,3293.0
50016000010JwVZAA0,False,,00012547,003G0000018f7SUIAY,001G000000urMxdIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Potential Fraudulent Dental Claims,High,"-advisor sent the AM an email stating he feels that the dental claims are being submitted fraudulently.
- LM for advisor to call me to discuss",False,,False,False,00516000006ZyLxAAK,2017-03-27T17:55:26.000+0000,00516000006ZyLxAAK,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(780) 418-4646,(780) 289-5454,mscott@safcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001l4YeEAAU,0.0,False,,,,,,00516000006ZyLxAAK,,,,,,,0.0,0.0,0.0,,False,3293.0
50016000010JwftAAC,False,,00012548,0031600002Yy2H3AAJ,0011600001lUe43AAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Arrears - discussed payment arrangements,Medium,"Client owes Jan, Feb and March premiums.",False,,False,False,005G0000002gyGzIAI,2017-03-27T18:01:39.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604)746-1133,,kloewen@powersystemscorp.com,,,,,,,,,,,,,,,0.0,,0011600001lUe43AAC,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,2.0,0.0,0.0,,False,3293.0
50016000010K7ESAA0,False,,00012549,0031600002QUeoEAAT,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate administration,Medium,,True,2017-03-28T15:43:46.000+0000,False,False,005G0000002heHMIAY,2017-03-28T15:43:39.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403) 261-4690 x252,(587) 777-7695,alyageen.alghali@freedom55financial.com,(403) 730-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3292.0
50016000010K7FfAAK,False,,00012550,003G0000018f6WsIAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning,Medium,All contact via Paul Li,True,2017-03-28T15:45:18.000+0000,False,False,005G0000002heHMIAY,2017-03-28T15:45:11.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(780)965-9823,(780) 965-9823,millie@beamfinancialmgt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3292.0
50016000010KCIjAAO,False,,00012551,003G0000018f82KIAQ,001G000001FpOfHIAV,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Mar. 28/17-Coverage for Dependents,Medium,"Mar. 28/17- Plan Admin inquired/called on why a new employee was registered with family coverage and it happened before.
They do not pay for dependents.
The liability of not acknowledging dependents was explained and it was offered to change the contributions so that the members pay for the dependent portion.
The plan admin understood but the resubmitted Employee Change form of BL with a deletion of her dependents",True,2017-04-06T12:48:43.000+0000,False,False,005G0000002gy4AIAQ,2017-03-28T19:56:21.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,,(613) 851-6600,armstrong.richard61@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUgI6AAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3292.0
50016000010KCNUAA4,False,,00012552,003G0000018f7EbIAI,001G000000urMrxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Mar. 28/17-Regular Group Transfer Credit past 4 months,Medium,"Mar. 22/17- 
We need support with group created on Oct. 1/16, 401329 from Regular group 164203.
Over 90% of the employees were from division 3, benefit class 6.
The exception was one Mr. LB from division 1, benefit class 1.
We supported the client with all the terminations but Mr. B was not terminated in error.
 
Now it has been more than 4 months, the client has tried to remove him online but is limited to a 4 months retroactive abilities and Regular group does not seem to be able as well.
 
Can we have Mr. B removed from the previous policy 164203, id 123, effective Oct. 1/16 with the full credit returned to the client

Mar. 28/17-For future reference, this was really a Selectpac Member Admin  exception for the 4 month rule.  

Selectpac Member Admin – please process this exception

Terminate cert 2 on 401329 effective Oct 1, 2016.",True,2017-03-28T20:00:18.000+0000,False,False,005G0000002gy4AIAQ,2017-03-28T20:00:12.000+0000,005G0000002gy4AIAQ,2017-03-28T20:00:18.000+0000,005G0000002gy4AIAQ,2018-10-05T23:36:38.000+0000,(613)741-5460X245,(613) 720-1957,brianc@onelifewealth.com,,,,,,,,,,,,,,,0.0,,0011600001zaAqrAAE,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3292.0
50016000010KCOcAAO,False,,00012553,003G0000018f76fIAA,001G0000019qYE9IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,EX GRATIA REQUEST Cert 2- Dental emergency,Medium,"Claim approved April 6th 2017. Letter and EFT sent to client. 

Client bit into fork while on flight back from Europe., had emergency dental work done at dental office which submitted claim through base plan. Base plan only covered a small portion, leaving client to pay out of pocket 330 dollars. Client and advisor has requested we do an ex gratia which was submitted to head office March 29th 2017. 

Now waiting for approval and payment.",True,2017-04-12T14:29:12.000+0000,False,False,00516000006kda0AAA,2017-03-28T20:01:00.000+0000,00516000006kda0AAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(705)806-8341X4267,(705) 690-4258,sean@monahanfinancial.ca,(705)805-7806,,,,,,,,,,,,,,0.0,,0011600001o6VzMAAU,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3292.0
50016000010KIVNAA4,False,,00012554,003G0000018f7TKIAY,001G000000urN3IIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,exceptions- March 2017,Medium,"1)  approval for higher std nem
2)  approval for higher dependant term age,  22 and 26 ( in quebec)
3)  approval for life to terminate age 85
Approval to grandfather optoinal ife and ci amounts for connie floyd-coughtrey",True,2017-04-17T14:54:45.000+0000,False,False,005G0000002gy4FIAQ,2017-03-29T14:08:09.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,,,,0.0,,00116000021KY0VAAW,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3291.0
50016000010KS4eAAG,False,,00012555,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#273893 - March 2017 - Ex-Gratia Request,Medium,Carole requested ex-gratia for claims submitted beyond the 15 month claim submission period.  Requested ex-gratia in the amount of $228.84. Mg.,True,2017-03-30T00:00:48.000+0000,False,False,005G0000002gxymIAA,2017-03-30T00:00:41.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlp8AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3291.0
50016000010KahUAAS,False,,00012556,003G0000018f7C4IAI,001G000000urMrpIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Mar. 30/17-Dependant Life Claim,Medium,"Mar. 30/17Please begin the Dependant Life Claim for Damien Martin (id 14/Dependant: Griffin Joshua Martin).
Inforce, please adjust coverage. 
Please send Dependant Life Claim payment to my attention.
May 8/17-Dependent Life Claim received, Gus will pick it up here on May 9",True,2017-05-08T19:01:49.000+0000,False,False,005G0000002gy4AIAQ,2017-03-30T19:16:50.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUcM9AAK,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3290.0
50016000010KfpSAAS,False,,00012581,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#296982 - March 2017 - Late Applicant Exception,Medium,"Plan has a 24 month waiting period.  2 employees were not included when the plan was set up in 2015 (as they were in their waiting period).  Technically they would be considered late applicants, however client signed letter and Maria Koropas approved the addition of the employees without late applicant restrictions. Mg.",True,2017-03-31T12:42:42.000+0000,False,False,005G0000002gxymIAA,2017-03-31T12:42:35.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001qvWYGAA2,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3289.0
50016000010KhWNAA0,False,,00012582,0031600002XcERWAA3,00116000021IrwqAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,Drug cards,Medium,Client is looking for drug cards for new ee's.  Sent out to client on Mar 23.  Asked client to wait until next week,True,2017-04-20T15:21:34.000+0000,False,False,005G0000002gy7UIAQ,2017-03-31T14:17:20.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(416) 360-0044,,lsimmonds@green-living.ca,,,,,,,,,,,,,,,0.0,,00116000021IrwqAAC,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3289.0
50016000010KhZlAAK,False,,00012583,0031600002apjPAAAY,00116000021J2cGAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Premium Payments,Medium,Initially HO took out two payments.  This has been adjusted however client is not paying full amount of statement therefore it is causing issues.,True,2017-04-20T15:21:49.000+0000,False,False,005G0000002gy7UIAQ,2017-03-31T14:20:23.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(978) 938-4896 x742,,gkhedekar@acacia-inc.com,,,,,,,,,,,,,,,0.0,,00116000021J2cGAAS,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3289.0
50016000010KhgSAAS,False,,00012584,0031600002B83CRAAZ,0011600001l4Z9UAAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,MRP arrears and denied vision claim,Medium,"MRP was in arrears and therefore claim denied.  
MRP has been paid and Vision claim paid",True,2017-03-31T14:25:49.000+0000,False,False,005G0000002gy7UIAQ,2017-03-31T14:25:40.000+0000,005G0000002gy7UIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(416)223-7000,,smclellan@pminjurylaw.com,,,,,,,,,,,,,,,0.0,,0011600001l4Z9UAAU,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,3289.0
50016000010Ki3qAAC,False,,00012585,003G0000018f7sZIAQ,001G000000urNCeIAM,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Ex Gratia,Medium,"Effective Feb 15th/17 we amended the policy to remove semi-private hospital coverage. Recently an employee, Michael Adamo, cert no. 1,class1 filed a claim for his spouse for semi-private coverage and his claim was denied. Apparently the change to remove semi-private hospital was not communicated properly to all the employees. The employee had set up his wife’s stay in the hospital some time ago when coverage was still showing on the plan. We are kindly asking if a one time exception could be made for this claim because of the miscommunication at the company. This company is a long time Great West Life group client ( 12 Years ) and premium on the plan is fairly signifigant. Any help with this claim would be greatly appreciated.  Thank you",False,,False,False,00516000006aQ2oAAE,2017-03-31T14:50:05.000+0000,00516000006aQ2oAAE,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(416) 756-8682,(647) 627-9277,ray@helkiefinancial.com,,,,,,,,,,,,,,,0.0,,0011600001lUjRlAAK,0.0,False,,,,,,00516000006aQ2oAAE,,,,,,,1.0,0.0,0.0,,False,3289.0
50016000010KkvIAAS,False,,00012586,003G000001lFa6qIAC,001G000000urMrTIAU,,,,,,Life,,Closed - Responded,Renewal Negotiation,In Person,,Hutton's,Medium,2 life cases - NAVI plan completed and applications filed out...,True,2017-03-31T16:42:40.000+0000,False,False,00516000006lhhXAAQ,2017-03-31T16:41:54.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(905)441-4249,1 905 441 4249,cory.code@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3289.0
50016000010KkxxAAC,False,,00012587,003G000001lFa6qIAC,001G000000urMrTIAU,,,,,,Segregated Fund,,In Progress,,In Person,,Jill Pinkus,High,OMARS pension transfer 92k,False,,False,False,00516000006lhhXAAQ,2017-03-31T16:44:39.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(905)441-4249,1 905 441 4249,cory.code@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,1.0,0.0,0.0,,False,3289.0
50016000010Klp0AAC,False,,00012588,0031600002YSCPnAAP,001G000000urMrTIAU,,,,,,Life,,In Progress,,In Person,,Pam Ashby,High,"350,000 need applied for 10 year term through NBN",False,,False,False,00516000006lhhXAAQ,2017-03-31T17:29:36.000+0000,00516000006lhhXAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(905)831-3600,(647) 981-4138,lreid@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhhXAAQ,,,,,,,0.0,0.0,0.0,,False,3289.0
50016000010L4sJAAS,False,,00012613,003G0000018f7ilIAA,0015o000008CyuJAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Patrick LeBlanc (Gilles LeBlanc's Overaged Disabled Dependent),Medium,"System was not correctly coded to show that Patrick is a permanent ODD.  TOCS was ok, but claims system was not.

This was corrected on April 3/17, with outstanding claims being reassessed.",True,2017-04-03T17:41:21.000+0000,False,False,005G0000002hmpgIAA,2017-04-03T17:41:11.000+0000,005G0000002hmpgIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(506) 801-9242,(506) 381-7062,jdrolet@fs-gc.ca,,,,,,,,,,,,,,,0.0,,0011600001tjjZIAAY,0.0,False,,,,,,005G0000002hmpgIAA,,,,,,,0.0,0.0,0.0,,False,3286.0
50016000010L7GNAA0,False,,00012614,0031600002WyLGDAA3,001G000001C3bXuIAJ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,3 employees who wants to opt out due to other coverage,Medium,"Change forms were completed 1-2 years ago but were incomplete.  We've continued to provide coverage and bill premium.

PA is having trouble collecting other carrier info for one employee. I will draft an email explaining why this is needed for her to pass on.  I indicated that we may be unable to refund premium.  Request that we do what we can.  

Rosalie has copied of the change forms for 2 of the 3 employees.  She will send these over to me.",True,2017-04-20T16:16:00.000+0000,False,False,005G0000002gyGzIAI,2017-04-03T19:27:34.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604) 598-5590,,rpcrandl@gmail.com,,,,,,,,,,,,,,,0.0,,001G000001C3bXuIAJ,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3286.0
50016000010LWLZAA4,False,,00012615,003G0000018f7PZIAY,001G000000urN3zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Jeff Anderson- please add effective April 1, 2017",Medium,"I know you are super busy however the advisor would like to know if we will be proceeding with adding this new employee effective April 1, 2017 as requested.

She feels responsible for this because she did not check with us initially and agreed  with the new plan administrator that the waiting period for this new employee was 3 months.

We would not only be doing a solid for the client but also for our top producer!",True,2017-04-05T18:10:38.000+0000,False,False,005G0000002gy59IAA,2017-04-05T18:09:58.000+0000,005G0000002gy59IAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 925-0731,(613) 498-8413,mag10@ripnet.com,,,,,,,,,,,,,,,0.0,,0011600001l4YgpAAE,0.0,False,,,,,,005G0000002gy59IAA,,,,,,,0.0,0.0,0.0,,False,3284.0
50016000010LWRXAA4,False,,00012616,0030A0000029kqLQAQ,001G000001JZwWEIA1,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Adding LTD to the plan for employee Tina M ID#19,Medium,"Head office is working on correcting this for you having Tina’s disability benefits reinstated back to her return to work date of September 15, 2015 however they will require confirmation from you of the following:
 
Please be advised that employee Tin Miceli ID# 19 returned to work effective September 12, 2015, she is actively at work with no pending disabilities and we are willing to pay back premiums.
 
Reply to this email stating the above and we will correct this for you as soon as possible",True,2017-04-05T18:15:29.000+0000,False,False,005G0000002gy59IAA,2017-04-05T18:14:35.000+0000,005G0000002gy59IAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)968-2121,,harold@ffib.ca,,,,,,,,,,,,,,,0.0,,0011600001pgyiKAAQ,0.0,False,,,,,,005G0000002gy59IAA,,,,,,,0.0,0.0,0.0,,False,3284.0
50016000010LZTvAAO,False,,00012617,0031600002WyLGDAA3,001G000001C3bXuIAJ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Billing access for Rosalie - possible arrears,Medium,"We have one PA user set up on groupnet but somehow the monthly billing statements are not getting to the person who needs them.

Sent a client user access form to Rosalie and reviewed with her in the hopes company will agree to add her as a second user.",True,2017-05-04T21:40:30.000+0000,False,False,005G0000002gyGzIAI,2017-04-05T20:54:45.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604) 598-5590,,rpcrandl@gmail.com,,,,,,,,,,,,,,,0.0,,001G000001C3bXuIAJ,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3284.0
50016000010Lg1PAAS,False,,00012618,003G0000018f6ucIAA,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Lost Cheques,Medium,"The owner changed banking and forgot to update EFT banking information so two payments bounced back and Head Office removed the group's PAD.

The owner express mailed in cheques to catch up on premiums but they were never delivered to HO. He sent me copies of receipts from Canada Post as well as scanned copies of the cheques so I know the cheques were sent. Head Office agreed to life claim suspension to give the cheques time to arrive and be processed. 

I called Canada Post and they could not locate the cheques based off of the tracking number I gave them. They opened a service ticket and told me the cheques would arrive within 5 business days.",False,,False,False,00516000006Uq1BAAS,2017-04-06T15:36:31.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306) 726-7904,(306) 726-7904,lindsey.ermel@freedom55financial.com,(306) 586-1282,,,,,,,,,,,,,,0.0,,0011600001lUibyAAC,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3283.0
50016000010Lg8QAAS,False,,00012619,0030A0000029kKvQAI,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Group Down to 1 Life,Medium,"February 27, 2017 - I was notified by HO that this group is down to 1 life with a May renewal date. 

February 28th, 2017 - I reached out to the advisor to see if the group had any employees to add to the plan before the renewal date.

March 29th - I followed up with the advisor as I had not heard anything back. He said he still cannot get in touch with this client.",False,,False,False,00516000006Uq1BAAS,2017-04-06T15:42:35.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306)537-0251,,kmursell@sasktel.net,(306)729-2908,,,,,,,,,,,,,,0.0,,0011600001lUbmGAAS,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3283.0
50016000010LkvEAAS,False,,00012620,0030A0000029lBYQAY,001G000000vkcebIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,April 6/17-HB Life Claim,Medium,"April 6/17-We have completed our assessment of the Basic Life claim submitted for the late HB.  This letter is to advise you that we are declining this claim.

A letter will be sent directly to MB tomorrow (April 7th) outlining our reason for the decline.  

April 6/17- Called Terry and sent email about the decision.

According to this group’s contract, under section Termination of an employee’s Insurance; an employee’s insurance terminates on the earliest of the following dates:
       4.    the date he ceases to be an insurable employee.

Section Insurable Employee; an employee is insurable if:
1.	He is under age 71, and
2.	He is employed:
a)	On a permanent, and non-seasonal basis; and
b)	For a t least 24.0 hours a week.

Mr. Bruce turned age 71 on December 30, 2003, and therefore, his group life coverage terminated at this time.

If I can be of further assistance, please do not hesitate to contact me.",True,2017-04-06T19:05:44.000+0000,False,False,005G0000002gy4AIAQ,2017-04-06T19:05:36.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)692-0355,,terry.lambert@iainvestia.ca,(613)692-0255,,,,,,,,,,,,,,0.0,,0011600001lUlwZAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3283.0
50016000010Ln8AAAS,False,,00012621,0030A0000029p0UQAQ,001G000000wjNrSIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Late Applicant,Medium,"April 6, 2017 - Emailed advisor that we had received notification from head office regarding a late applicant. Advised that based on dates the employer can have the employee go through medical underwriting or agree to pay back premiums.",False,,False,False,00516000007Q2tOAAS,2017-04-06T20:57:31.000+0000,00516000007Q2tOAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(780)431-0527,,jo-anne.locke@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,0011600001lUngrAAC,0.0,False,,,,,,00516000007Q2tOAAS,,,,,,,0.0,0.0,0.0,,False,3283.0
50016000010LnAgAAK,False,,00012622,0031600002a5zyjAAA,001G000000urN6SIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Late Applicant,Medium,"April 6, 2017 - Sent advisor email as received notification from head office regarding an application for an employee that is a late applicant. Based on date of employment, employer can have employee complete medical evidence or pay back premium.

April 6, 2017 - Advisor responded and is going to connect with plan administrator.",False,,False,False,00516000007Q2tOAAS,2017-04-06T21:08:28.000+0000,00516000007Q2tOAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306) 569-2288,(306) 880-0656,sjan@knightarcher.com,,,,,,,,,,,,,,,0.0,,0011600001lUnGkAAK,0.0,False,,,,,,00516000007Q2tOAAS,,,,,,,0.0,0.0,0.0,,False,3283.0
50016000010M06bAAC,False,,00012635,003G0000018f736IAA,001G000000urMo8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex-gratia request to cover orthotics claim made 22 days before frequency limitation allows,Medium,Forwarded to HO today.,True,2017-05-04T21:39:02.000+0000,False,False,005G0000002gyGzIAI,2017-04-07T22:37:47.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604)576-0060,(604) 202-2534,ian.hunter@bcfwealth.com,,,,,,,,,,,,,,,0.0,,0011600001lUdLZAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3282.0
50016000010MEH4AAO,False,,00012636,0031600002Xb5TaAAJ,001OH00000M334mYAB,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Client in arrears,Medium,"Phoned and emailed April 7th.
Additional info sent April 10th",True,2017-04-21T16:00:19.000+0000,False,False,005G0000002gyGzIAI,2017-04-10T17:31:15.000+0000,005G0000002gyGzIAI,2024-11-04T15:07:18.000+0000,0055o0000019VX9AAM,2024-11-04T15:07:19.000+0000,250-724-9745,,kaitlyn@avfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhUbAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3279.0
50016000010MU0qAAG,False,,00012637,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#107999 - April 2017 - Arrears Exception,Medium,April 11th - client currently 90 days in arrears - has been sent to collections. Katy asked if we hold off collections until they have an opportunity to speak with the owner.  Charito has agreed to hold off on collections.  Mg.,True,2017-04-11T18:38:02.000+0000,False,False,005G0000002gxymIAA,2017-04-11T18:37:54.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUcMAAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3278.0
50016000010MU3uAAG,False,,00012638,003G0000018f7mxIAA,001G000000urN2uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#273174 - April 2017 - Arrears Exception,Medium,April 11th - client currently 90 days in arrears and sent to collections.  Client has confirmed that the cheque was sent out on April 7th.  I asked Charito to hold off on collections to allow time for cheque to be received.  She agreed. Mg.,True,2017-04-11T18:40:11.000+0000,False,False,005G0000002gxymIAA,2017-04-11T18:39:58.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)727-0424,(613) 850-5749,accounting@bennettinsurance.ca,,,,,,,,,,,,,,,0.0,,0011600001lUkEpAAK,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3278.0
50016000011B43EAAS,False,,00012640,003G0000018f7WIIAY,001G000000urN1SIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Plan Administrator Directed Payment (Cheque Exchange),Medium,"May 3, 2017: Received cheque and letter from Pajo's and have forwarded for processing to Dawn Steffensen Grp H&D 5S.

April 12, 2017:
Plan Member Received a per-auth at  end of January approving major dental (crown) for dependent child. EE proceeded with work in early Feb. Plan Sponsor sent in amendment to terminate major dental eff Feb 1 in early feb, and EE was not aware. Once EE paid for dental work the claim was subsequently declined. ER felt horrible as it is a key employee and they hadn't shared with the staff about the changes at the time.

Advisor asked if we could do a one-time MRP reimbursement, which in this case would be PSDP since the EE is not eligible for MRP. I requested approval from MDS and its a yes. Sent the request for the cheque and signed letter from the ER today. Once received send to HO for completion.
Detail in Efile.",True,2017-05-03T22:08:42.000+0000,False,False,005G0000002gyDHIAY,2017-04-12T19:14:03.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604)596-7188,(604) 716-6461,steve@creststonewealth.com,(604)596-8777,,,,,,,,,,,,,,0.0,,0011600001rtjEcAAI,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3277.0
50016000011B8rXAAS,False,,00012641,003G0000018f6YSIAY,001G000000urMs9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,BARIL & ROGEL,Medium,"client might be able to put up the necessary assets to move the accounts into HNW
also need a rebalancing + strategies as they will be retiring soon",True,2017-04-28T01:15:22.000+0000,False,False,005G0000002gy8MIAQ,2017-04-12T22:09:14.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(514)334-8701,(514) 971-8074,real.veilleux@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,4.0,1.0,0.0,,False,3277.0
50016000011BGJ8AAO,False,,00012690,003G000001B3Y0iIAF,001G000000vkoLKIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,ExGratia,High,"ExGratia paid for Shingles Vaccinne. The advisor told the client it was covered, we explained all of the ex-gratia guidelines and they choose to go with it.  Paid in April 2017  231.00",True,2017-04-13T16:47:23.000+0000,False,False,005G0000004cSRVIA2,2017-04-13T16:47:02.000+0000,005G0000004cSRVIA2,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(204) 885-6865,,ed@courtsgroup.ca,(204) 837-1572,,,,,,,,,,,,,,0.0,,0011600001lUegdAAC,0.0,False,,,,,,005G0000004cSRVIA2,,,,,,,0.0,0.0,0.0,,False,3276.0
50016000011BUn4AAG,False,,00012715,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to corporation,Medium,,True,2017-04-15T04:40:25.000+0000,False,False,005G0000002heHMIAY,2017-04-15T04:40:07.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3275.0
50016000011BUnJAAW,False,,00012716,0031600002MoPNtAAN,001G000000urMyRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Key man insurance,Medium,,True,2017-04-15T04:44:18.000+0000,False,False,005G0000002heHMIAY,2017-04-15T04:44:10.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)265-5681,,nancy@yellowraincoat.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3275.0
50016000011BgWpAAK,False,,00012717,003G0000018f7qpIAA,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Short-Term Disability Claim Denial,Medium,"The case manager from Hamilton reached out to me to let me know that a claim for an employee at Sunrose was denied due to the employee not meeting the actively at work requirements during his waiting period.

The plan has a 9 month eligibility waiting period for  insurance to be effective.  His insurance effective date was November 16, 2016 
 
During the 9 month waiting period he was off due to sickness for 5 days from October 7 to 20 2016 and missed 6 days of work due illness from Oct 21 to Nov 1 2016.  
 
As he was not actively at work throughout the eligibility waiting period  and was absent for 11 days he would not satisfy the actively at work requirement for his insurance to be effective .  His 9 month waiting period would need to start over after he return to work from his last illness in November 2016. 

I have reached out to the case manager to schedule a call to discuss as the advisor is not happy with this result.",False,,False,False,00516000006Uq1BAAS,2017-04-17T16:51:00.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306) 773-1547,(306) 774-5900,kirstin@wwsmith.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcFiAAK,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3272.0
50016000011BmuEAAS,False,,00012718,003G0000018f7mPIAQ,001G000000urN0wIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Moving to ASO dental (from insured) - May 1 or June 1 2017,High,"Would like to make the change effective May 1 to coincide with the renewal.

We require the deposit premium plus one month's float up front. We have to ensure we have enough $ up front to pay any claims coming in the door under the ASO arrangement. 

HO requires the following:

1.  Signed ASO Application with commission level if commissions are not hidden from the client

Or 

  Signed ASO Application without commission level if commissions are hidden from the client.  Note, if this master app is used the total expenses should include the combined general administration expenses plus commission expenses.  Please identify the commission level under separate cover.

2.  Deposit Premium plus one month's float.  Please ensure only the float amount is entered on the application.

3.  ASO Pooling Charge Calculator (n/a for dental only)

4.  EFT forms if the client is not on EFT.  Please indicate if client wants withdrawal on 1st or 15th.  (client is on EFT so this is not needed)

5.  GroupNet forms if the client is not on GroupNet for the insured plan. (Gnet is set up already, so this is not needed)

6.  GroupNet forms for the ASO number.

7.  Quote for the ASO indicating the required rates for the monthly deposit.  We will ignore the GMA/Best Doctors.  Please do not include the OOC mandatory rates in the hcare. (n/a for dental only)

We want to make sure we are billing the correct amount for the ASO portion only.

8.  Quote for the insured indicating the required GMA/OOC/BEST DOCTORS rates. (n/a for dental only)",False,,False,False,005G0000002gyGzIAI,2017-04-17T22:14:06.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250)869-3822,(250) 870-4171,chris.nielsen@acera.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlXRAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3272.0
50016000011BxpAAAS,False,,00012719,003G0000018f7UeIAI,001G000000urN3JIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex - Gratia Request,Medium,Dental ex-gratia - $537.50 requested- employee proceeded with work after amendment removing major dental - was not aware of the change,True,2017-05-04T17:15:06.000+0000,False,False,005G0000002gyCZIAY,2017-04-18T19:24:36.000+0000,005G0000002gyCZIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 563-1281 x 24,,ian@david-burns.com,,,,,,,,,,,,,,,0.0,,0011600001lUkVeAAK,0.0,False,,,,,,005G0000002gyCZIAY,,,,,,,0.0,0.0,0.0,,False,3271.0
50016000011CHx8AAG,False,,00012720,003G0000018f6YSIAY,001G000000urMs9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,Phone,,GLAUDE VIVIANE,Medium,Accoutant is questionning the fees and taxes - CIBC is questionning thw asset allocation,False,,False,False,005G0000002gy8MIAQ,2017-04-20T14:46:17.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(514)334-8701,(514) 971-8074,real.veilleux@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,,1.0,0.0,0.0,,False,3269.0
50016000011CWqzAAG,False,,00012721,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Life insurance trust,Medium,,True,2017-04-21T17:02:56.000+0000,False,False,005G0000002heHMIAY,2017-04-21T17:02:27.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3268.0
50016000011CWv0AAG,False,,00012722,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI to corporation,Medium,,True,2017-04-21T17:05:14.000+0000,False,False,005G0000002heHMIAY,2017-04-21T17:04:39.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3268.0
50016000011CWw8AAG,False,,00012723,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2017-04-21T17:06:03.000+0000,False,False,005G0000002heHMIAY,2017-04-21T17:05:46.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3268.0
50016000011CWxVAAW,False,,00012724,003G0000018f7QOIAY,001G000000urMyIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI planning with US person,Medium,,True,2017-04-21T17:13:06.000+0000,False,False,005G0000002heHMIAY,2017-04-21T17:06:46.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)863-1613,(403) 863-1613,dane@clearpeak.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3268.0
50016000011CaNZAA0,False,,00012725,003G000001C1nYQIAZ,001G000000urMnSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,"Trying to terminate Jan 31, 2017. Claims incurred Feb and March. Refund cheque sent",Medium,"April 20 - Sarah asked for help
April 21 - reached out to confirm more details Date on client letter is March 1 with request for Jan 31 term.",True,2017-05-04T21:39:39.000+0000,False,False,005G0000002gyGzIAI,2017-04-21T20:15:33.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604)903-2117,(604) 626-5711,jonathan@alpenia.ca,,,,,,,,,,,,,,,0.0,,0011600001sDPIwAAO,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3268.0
50016000011Cf7eAAC,False,,00012726,003G0000018f6V0IAI,001G000000urMseIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,Phone,,BOURGOIS & VERSTRAETE,Medium,"Annual review or clients to go over their portfolios and cash flow strategies, they want to verify that they are still on track",False,,False,False,005G0000002gy8MIAQ,2017-04-22T15:57:10.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,7.0,1.0,0.0,,False,3267.0
50016000011CfAJAA0,False,,00012727,003G0000018f6ZWIAY,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,BERNIER ALAIN,Medium,client requested an annual review and evaluation of cash flow analysis to see if he was on track for his upcoming retirement.,True,2017-04-28T01:15:46.000+0000,False,False,005G0000002gy8MIAQ,2017-04-22T16:07:29.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(450)687-3971X522,(514) 239-5269,daniel.bernier@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document;Presentation,6.0,1.0,0.0,,False,3267.0
50016000011CtTDAA0,False,,00012728,003G0000018f7U1IAI,001G000000urN31IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,April 24/17 Severance Request/Client decided not to proceed,Medium,"April 24/17- Severance sent to HO
Employee Name: KH (id x)
Date of employment: JUN  1 2007
Last date worked: March 28,2017
Specify what benefits to be extended: Life, Ltd
Date extension ends: May 23/2017
April 26/17: Had to return to the client for more details, as per HO.
they decided not to proceed.
Hi Dominique,

The client has advised me that  they have decided not offer a severance.  So no further action is required on this issue.

Thanks,

Denise",True,2017-04-26T18:40:47.000+0000,False,False,005G0000002gy4AIAQ,2017-04-24T18:35:09.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 722-3444,,john.mccavour@crainschooley.on.ca,,,,,,,,,,,,,,,0.0,,0011600001tIWt2AAG,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3265.0
50016000011Cy5VAAS,False,,00012729,003G0000018f6cXIAQ,001G000000urMnoIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,"Coverage issue for ID 15 and 16 - dispute over effective date, backpremiums and how to move forward",High,"Client asked to partially waive the waiting period.  The request was processed with full waiver back to the first date of hire, generating thousands of dollars of back premiums. Client was surprised and upset.
We have presented three options:
1. continue with full waiver of back premiums
2. have employees wait full waiting period but repay claims incurred
3. change waiting period in contract",False,,False,False,005G0000002gyGzIAI,2017-04-24T23:06:53.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604)732-1508,(604) 671-0454,anne.hildebrandt@freedom55financial.com,,,,,,,,,,,,,,,0.0,,0011600001l4ZJRAA2,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,2.0,0.0,0.0,,False,3265.0
50016000011D5DIAA0,False,,00012730,0031600002Wuj0jAAB,0011600001y2I7nAAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Life Claim - ID#11,Medium,"May 11, 2017:
Life claim has been processed and cheque issued for beneficiary. I am putting it in the courier today.

April 25, 2017:
Was contacted by beneficiary late 2016 in regards to this EE passing away in late 2015. EE had been terminated from system, but we were not advised it was due to death. I have been in routine correspondence with the beneficiary and she has managed to obtain a copy of the death cert. she has completed and returned her portion of the life claim form and I have now forwarded to the PA for completion. Once receive I will forward to head office for processing.",True,2017-05-11T16:08:51.000+0000,False,False,005G0000002gyDHIAY,2017-04-25T17:03:02.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403) 870-2215,,,(403) 288-4442,,,,,,,,,,,,,,0.0,,001G000001f6XiFIAU,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3264.0
50016000011D7jqAAC,False,,00012731,003G0000018f7mPIAQ,001G000000urN0wIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Open enrollment requested - May 1, 2017",Medium,,True,2017-05-19T19:24:18.000+0000,False,False,005G0000002gyGzIAI,2017-04-25T19:25:55.000+0000,005G0000002gyGzIAI,2017-05-19T19:24:18.000+0000,005G0000002gyGzIAI,2017-05-20T20:27:47.000+0000,(250)869-3822,(250) 870-4171,chris.nielsen@acera.ca,,,,,,,,,,,,,,,0.0,,001G000001H3BzXIAV,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3264.0
50016000011DHL4AAO,False,,00012734,003G000001B42pmIAB,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Group Termination - Unable to Contact Advisor,Medium,"April 13th - I was first notified by the client via phone that he would like to terminate his policy. I asked him to submit a termination letter to our office via email or fax. 

After I spoke with the client on the phone, I sent the advisor an email notifying her that her client had called to inquire about terminating the plan. 

A few days later, I followed up with a phone call and left a message. 

April 24th - Followed up with another phone call and voicemail message. 

April 26th - Told the admin team to proceed with termination as the owner was selling his practice to join another business who already had a benefit plan in place and it is not fair to the client to have to wait on the advisor response. 

Note: The client stated that he thought the advisor is no longer working but her license is still valid.",True,2017-04-26T16:26:26.000+0000,False,False,00516000006Uq1BAAS,2017-04-26T16:25:12.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306) 586-2191,(306) 216-1010,maryjane.mcgrath60@gmail.com,(306) 586-2192,,,,,,,,,,,,,,0.0,,0011600001lUjPvAAK,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3263.0
50016000011DKVeAAO,False,,00012735,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"#106873 - April 26th, 2017 - Head Office Exception beyond 4 months",Medium,"Id#5 had no active dependents since May 2016.  They were waiving Dependent Health and Dental, but still paying Dependent Life.  Carole asked to have his coverage changed to Single back to May 2016.  This was approved and processed by Valerie MacKay. Mg.",True,2017-04-26T19:14:16.000+0000,False,False,005G0000002gxymIAA,2017-04-26T19:14:11.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqDAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3263.0
50016000011DSFiAAO,False,,00012736,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#288536 - April 2017 - Head Office Request - DECLINED,Medium,"Id#1 - left the company on September 28th, 2016 and was not terminated from the plan.  Carole requested an exception to have him terminated beyond the 4 month rule - Upon HO review, the employee had multiple claims after September and has declined the exception to terminate.  They have applied the 4 month rule. Mg.",True,2017-04-27T15:02:02.000+0000,False,False,005G0000002gxymIAA,2017-04-27T15:01:56.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqLAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3262.0
50016000011DTz9AAG,False,,00012737,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,#285713 - April 2017 - Arrears Exception,Medium,"Client has had a number of NSF returns and PAD was removed.  Gavin dropped off March's premium to bring them up to date and Charito agreed to lift claims suspension, as cheque is enroute.  She has also agreed to reinstate PAD. Mg.",True,2017-04-27T16:37:55.000+0000,False,False,005G0000002gxymIAA,2017-04-27T16:37:49.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlnZAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3262.0
50016000011DUTmAAO,False,,00012738,003G0000018f6SMIAY,0011600001pydLWAAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Life Claim paid out $200,000 for Tracy C.",Medium,Received cheque and T5 for Claudette Roussel. Mailed via FedEx directly to client April 27th 2017 DC,True,2017-04-27T17:02:52.000+0000,False,False,00516000006kda0AAA,2017-04-27T17:02:36.000+0000,00516000006kda0AAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(705)542-6769,(705) 542-6769,dan.delarosbil@authenticfs.com,,,,,,,,,,,,,,,0.0,,0011600001lUeI2AAK,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3262.0
50016000011DWMaAAO,False,,00012739,0030A000009EQNNQA4,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,client that wants to invest in ETFs,Medium,"Client wants to trade etfs
150k in rrsp with the advisor
+ 300k corpo
It seems the amt is about 50k
Asked about wealth simple
Not sure what exactly the c wants to do.
Will see if the client want to talk to me.",True,2017-07-10T20:43:30.000+0000,False,False,005160000068bqBAAQ,2017-04-27T18:40:55.000+0000,005160000068bqBAAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(514)867-0492,,philippe@hedg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000068bqBAAQ,,,70116000001B9J3AAK,,,Analysis Document,1.0,0.0,0.0,,False,3262.0
50016000011DXJ2AAO,False,,00012740,003G0000018f7TuIAI,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#298964 - April 2017 - Head Office Exception - DECLINED,Medium,"Id#5 left employment as of May 2016.  We were asked to terminate her back to this date.  Upon further review, the employee and spouse made a number of claims (over $1300 in drugs alone) so the exception was declined.  Brenda McCormick did agree to terminate back using the 4 month rule. Mg.",True,2017-04-27T19:25:38.000+0000,False,False,005G0000002gxymIAA,2017-04-27T19:25:16.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)226-1964,x 398,mhamilton@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001tjmKbAAI,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3262.0
50016000011DXjAAAW,False,,00012741,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#265797 - April 2017 - Head Office - Enrollment Correction,Medium,"Id#19 - date of enrollment incorrectly entered on GroupNet, therefore effective date was incorrect. - This has been corrected. Mg.",True,2017-04-27T19:48:29.000+0000,False,False,005G0000002gxymIAA,2017-04-27T19:48:24.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlp4AAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3262.0
50016000011DhG8AAK,False,,00012754,003G0000018f7QCIAY,0015o000008Cyy5AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,LI and spousal trust,Medium,,True,2017-04-28T13:15:04.000+0000,False,False,005G0000002heHMIAY,2017-04-28T13:14:56.000+0000,005G0000002heHMIAY,2024-01-25T15:48:13.000+0000,0055o0000019VX9AAM,2024-01-25T15:48:13.000+0000,(403)266-5360,,mike@csfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3261.0
50016000011DjAgAAK,False,,00012755,003G0000018f7oQIAQ,001G000000urNAcIAM,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,POULIN ANDRÉ (WM),Medium,Advisor would like to know if it's a good idea to use the diversified fixed income,False,,False,False,005G0000002gy8MIAQ,2017-04-28T15:13:27.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(418) 484-5641,(418) 222-2355,alain.bolduc@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,4.0,0.0,0.0,,False,3261.0
50016000011Dn7MAAS,False,,00012756,003G0000018f7oQIAQ,001G000000urNAcIAM,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Phone,,GESTION MARISEB (WM),Medium,Advisor is wondering if he should add the folio diversified income to his portfolio - would need to rebalance as well feels uncomfortable with the market,False,,False,False,005G0000002gy8MIAQ,2017-04-28T18:51:40.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(418) 484-5641,(418) 222-2355,alain.bolduc@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,2.0,0.0,0.0,,False,3261.0
50016000011EJOnAAO,False,,00012757,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI and amalgamation of corporations,Medium,,True,2017-05-01T16:19:27.000+0000,False,False,005G0000002heHMIAY,2017-05-01T16:19:19.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3258.0
50016000011EXdrAAG,False,,00012758,003G0000018f6V0IAI,001G000000urMseIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,MORIN MARIE & GERMAINE,Medium,"Advisor is in competition with Desjardins , trying to keep the assets needs preferred pricing to be bale to compete",True,2017-05-08T14:21:59.000+0000,False,False,005G0000002gy8MIAQ,2017-05-02T15:43:00.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,1.0,0.0,0.0,,False,3257.0
50016000011EZv1AAG,False,,00012759,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Adding HC/DC and open enrollment,Medium,Client currently has pooled benefits with us an ASO with another provider. Moving health and dental to GWL and going open enrollment at the same time.,False,,False,False,005G0000002gyGzIAI,2017-05-02T17:35:40.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,0011600001lUiDqAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3257.0
50016000011EdNDAA0,False,,00012760,003G0000018f7TKIAY,001G000000urN3IIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Survivor Benefits- F. Zaman0 terminates jan 26,2019 ( eff April 1, 2017)",Medium,"Arpil 21, 2017This group was from another company, and therefore we grandfathered the survivor benefits.",True,2017-05-02T20:40:11.000+0000,False,False,005G0000002gy4FIAQ,2017-05-02T20:39:56.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,,,,0.0,,00116000021KY0VAAW,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3257.0
50016000011EdQgAAK,False,,00012761,003G0000018f7TKIAY,001G000000urN3IIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,dependant age is 22-   problem with drug card,Medium,"May 2/17-  we have approval for dependant to age 22.  ee 's daughter is having drug card issues.  Am working with h,.o. to see what the outcome is, and the reason why this is happening-- Telus advised it was a head office problem re; profile set up",True,2017-05-24T12:20:07.000+0000,False,False,005G0000002gy4FIAQ,2017-05-02T20:42:59.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)599-4070,(613) 791-1374,mcia@coulas.ca,,,,,,,,,,,,,,,0.0,,00116000021KY0VAAW,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3257.0
50016000011EwE9AAK,False,,00012762,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,General tax and estate planning,Medium,Annuity appropriate,True,2017-05-04T15:10:49.000+0000,False,False,005G0000002heHMIAY,2017-05-04T15:10:40.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3255.0
50016000011EyNLAA0,False,,00012763,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,#403041 - May 2017 - Underwriting Exception,Medium,"New Group - May 1st, 2017
Request to add a 3 month waiting period for existing employees (as there was an employee hired prior to May 1st that was not included with the new group - Approved by Marianne Boyer. Mg.",True,2017-05-04T17:09:03.000+0000,False,False,005G0000002gxymIAA,2017-05-04T17:08:57.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,00116000022BMqvAAG,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3255.0
50016000011EyPHAA0,False,,00012764,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,#402682 - May 2017 - Underwriting Exception,Medium,"Effective March 1st, 2017
Request to add a 3 month waiting period for existing employees, as this was missed upon setting up the plan - Approved by Marianne Boyer. Mg.",True,2017-05-04T17:11:38.000+0000,False,False,005G0000002gxymIAA,2017-05-04T17:11:33.000+0000,005G0000002gxymIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,00116000022BDlNAAW,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3255.0
50016000011F0NSAA0,False,,00012765,003G0000018f7UmIAI,001G000000urN3JIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,GMU - decision - request for reversal,Medium,"employee and spouse denied as late applicants.  spouse recently lost benefits, and employer and advisor would like the decision reversed.
email sent to Tara Nicholson for exception.",True,2018-05-21T18:30:20.000+0000,False,False,005G0000002gyCZIAY,2017-05-04T18:54:22.000+0000,005G0000002gyCZIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)563-1281,ext 31,jburns@david-burns.com,(613)563-0443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCZIAY,,,,,,,0.0,0.0,0.0,,False,3255.0
50016000011F2uiAAC,False,,00012766,0031600002DQeT9AAL,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Arrears/STD claim payment,Medium,An employee has submitted an STD claim. I believe it has been approved but payment is being delayed due to arrears.  March premiums were paid up but STD benefits never got paid.  Now inquiring on status of April premiums.,False,,False,False,005G0000002gyGzIAI,2017-05-04T21:26:10.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 847-2883,,renee@pebplans.com,(250) 847-0280,,,,,,,,,,,,,,0.0,,0011600001pgB0QAAU,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,3.0,0.0,0.0,,False,3255.0
50016000011F66kAAC,False,,00012791,0031600002ISo28AAD,001G000000xPfV9IAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Open Enrollment Approval-May 2017,Medium,"for 2 ees Raymond Mousseau and John Rivard-- Advised David, one time  exception",True,2017-05-05T12:56:26.000+0000,False,False,005G0000002gy4FIAQ,2017-05-05T12:56:16.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)986-1283,(613) 986-1283,david.monch@dfsinottawa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3254.0
50016000011F8P8AAK,False,,00012792,0030A0000029m4RQAQ,001G000000vktpUIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Heather B. Passed STD claim - no life waiver,Medium,"May 5th: Called Heather to advise that because she was on STD and there is no option for life waiver, that once her STD claim was terminated that if she had not returned to work that she no longer met the definition of an eligible ee to be on the plan. She is upset as she was advised from Leo (advisor) that she would be on life waiver and would have 25,000 of life insurance. Due to this reason she did not and does not have individual life insurance. She is upset and says she will take this to court. She claims she was misinformed and that Leo told her that she was on waiver of premium. 

Spoke to Leo to discuss the situation and provide an update. Told him that STD does not have life waiver option and that after an ee's STD claim is terminated and does not return to work, the ee is no longer an eligible ee to be on the plan.  Told him that she was told by him that she would be on waiver and that there would be no problem. He claims she is a nice respectable lady but that he would have never told her that. I advised him that we are still looking into who initiated the termination and what letter was sent to her as she claims there was a letter that she was sent and the owner told her that he would cover the premiums and not to worry. Leo speaks highly of the service that our local office provides him and clients however is very upset that two of his clients in the same week, called him upset about GWL Winnipeg and Hamilton Dis, office being rude, hanging up and not providing good service. I agreed with him that it is not the kind of service we provide and that it is unacceptable. 

-Now waiting on the file to be pulled. Ronetta looking into who initiated the term. with Maria Koropas and will provide client and advisor an update sometime late next week. 

Received phone call from Heather May 2nd 2017 
It has been brought to my attention that Mrs Heather Beatty called the DMSO Hamilton office last week and spoke to a manager named Kathy. Mrs Beatty advised me that Kathy was quite rude and snarky with her and hung up on her. The client is very upset with the situation and how she was dealt with. She has recently lost her husband and does not appreciate the added stress this has caused and created. She was on disability from Feb 16, 2002 to Jun 21, 2002 and was under the impression that her life benefit was on waiver. She was advised by Kathy that she had been denied life waiver and that notification was sent out. Heather nor the employer received notification and is now left without Life Insurance. Heather was under the impression that she was still under the group policy and was advised by the advisor and employer that she had not been terminated from the policy. In listing her history, she was indeed terminated by head office on July 21st  2002.

Policy: 
216188     Employee ID: 1 
Employee Name: 
Beatty, Heather R 
	Effective Date 
Processed Date 
Status 
Division 
Revision Reason 
Created By

	JUL 21 2002	NOV 25 2002	TERMINATED	1	TERMINATED	GW-CBALI
						

Had she initially known life waiver was denied she would have taken the necessary measures to convert into an individual policy. 

Can you please send me the notification letter that was sent to the client back in 2002 as well as provide me with the address it would have been sent to?

Can you also advise me if her life waiver would have been approved, since she is still currently on DI would she still of had life insurance coverage as she is referring to the Employee Booklet and it states that she would be covered till the age of 65?",True,2018-01-10T21:21:51.000+0000,False,False,00516000006kda0AAA,2017-05-05T15:25:55.000+0000,00516000006kda0AAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(705)474-8641,,relationbuilders@sympatico.ca,(705)474-8909,,,,,,,,,,,,,,0.0,,0011600001lUffnAAC,0.0,False,,,,,,00516000006kda0AAA,,,,,,,0.0,0.0,0.0,,False,3254.0
50016000011r0jaAAA,False,,00012793,003G0000018f7CnIAI,001OH00000M334mYAB,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Only 1 life - need to add more to continue plan,Medium,,True,2017-07-25T22:55:09.000+0000,False,False,005G0000002gyGzIAI,2017-05-05T23:04:55.000+0000,005G0000002gyGzIAI,2024-11-04T15:07:18.000+0000,0055o0000019VX9AAM,2024-11-04T15:07:19.000+0000,(250)724-9745,(250) 720-5530,aaron@avfinancial.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhUhAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3254.0
50016000011r9crAAA,False,,00012794,0031600002astAVAAY,0011600001uGv3uAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,EX-GRATIA SANDY $1042.43 - AMBULANCE HORS CONTRAT ET NON COUVERT,Medium,,True,2017-05-08T12:40:19.000+0000,False,False,005G0000002gxzsIAA,2017-05-08T12:40:09.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(514)927-9453,(514) 927-9453,william.labrie@bci-inc.ca,,,,,,,,,,,,,,,0.0,,0011600001vgkKRAAY,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3251.0
50016000011rBQmAAM,False,,00012795,003G0000018f6V0IAI,001G000000urMseIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,MORIN MYLENE,Medium,"Advisor needs an exception to consolidate accounts he is in competition with 1859 National Bank.
Also needs to rebalance accounts will get new assets in the process 65K",True,2017-05-08T14:27:15.000+0000,False,False,005G0000002gy8MIAQ,2017-05-08T14:25:14.000+0000,005G0000002gy8MIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,1859 National Bank,Other,,,0.0,,,0.0,False,1859 National Bank,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,,2.0,0.0,0.0,,False,3251.0
50016000011rK18AAE,False,,00012833,003G000001Vq4ZyIAJ,0015o000008Cz0AAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex Gratia Request,Medium,"Connected with advisor as per request for ex gratia approval for the owner of the company. In completing the application form, noticed we are missing a copy of the receipt of the incurred cost. Advisor contacted client and advised us that they (client or advisor) will send us a copy of the receipt once found. 

Ex Gratia request form has already been completed will wait for copy of the receipt to submit for approval.

Ex Gratia request has been approved as a one time exception for the policy.  It will be paid out in accordance to the plan design at 50%.

Called and confirmed this good news to Pat Beck.  Communicated as well that this was done as a one time exception with regards to the policy as a whole.  She was happy and pleased this had been paid out.",True,2017-06-06T17:34:01.000+0000,False,False,00516000006l6nrAAA,2017-05-08T21:34:04.000+0000,00516000006l6nrAAA,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,,,none@none.net,,,,,,,,,,,,,,,0.0,,00116000020SfYxAAK,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3251.0
50016000011rLPCAA2,False,,00012834,003G0000026P2XGIA0,001G000000urN13IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,"Request to increase MRP max effective Jan 1, 2016",Medium,"Due to known claims. 

May 8 - advised it would be against CRA guidelines to backdate that far.   Suggested Jan 1, 20217 or June 1, 2017.",False,,False,False,005G0000002gyGzIAI,2017-05-08T23:54:15.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 542-8577,,brianne@lifestylefinancial.ca,,,,,,,,,,,,,,,0.0,,001G000001kEGLNIA4,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3251.0
50016000011rPmpAAE,False,,00012835,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#257834 - May 2017 - Out of Country Exception,Medium,Id#128 - dependent child going to Israel - request to extend the OOC trip limit from 60 days to 90 days for this dependent only.  Approved by Marianne Boyer. Mg.,True,2017-05-09T15:13:26.000+0000,False,False,005G0000002gxymIAA,2017-05-09T15:13:19.000+0000,005G0000002gxymIAA,2017-05-09T15:13:26.000+0000,005G0000002gxymIAA,2018-10-05T23:36:38.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpZAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3250.0
50016000011rQpTAAU,False,,00012848,003G0000018f78lIAA,001G000000urMunIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,HSP not rolling over,Medium,"Nicole called to advise employees advising HSP amount not rolled over. Spoke to processer, Maggie and she advised they should have, called 1-800 HSP number and Lorna pointed out there is an amendment for May 15 causing the issue. Spoke to Maggie again who referred me to Alma who processed amendment. Left voicemail and sent email to Alma. It seems amendment date is May 1 but booklets are May 15, this may be the issue.
Called Nicole an explained all this to her, updated Carrie as well. Await reply from Alma

Alma advised HSP is effective May 1 and May 15 date is pointing to upcoming LTD amendment. Called HSP helpline and spoke to Jessica(?), she advised she can see HSP and HILA amounts for two employees I referenced, Marx and Vroom, and they should be able to use it now. called Nicole with update, suggested she check with Malena and confirm with me if all good on Malena's end.

Update this was corrected after a few more days, issue was with adding HLA amendment at same time",True,2017-06-09T22:19:28.000+0000,False,False,005160000070kMqAAI,2017-05-09T16:04:12.000+0000,005160000070kMqAAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250)475-1100,,nicole@clearwellbenefits.ca,,,,,,,,,,,,,,,0.0,,0011600001lUgDgAAK,0.0,False,,,,,,005160000070kMqAAI,,,,,,,1.0,0.0,0.0,,False,3250.0
50016000011rRQjAAM,False,,00012849,0031600002DTrAoAAL,001G000000urN2HIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Ex-Gratia Request,Medium,"Amendment for vision never completed.

requesting to pay 3 claims totaling $555",True,2017-05-16T12:57:48.000+0000,False,False,00516000006aAqnAAE,2017-05-09T16:35:21.000+0000,00516000006aAqnAAE,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604) 639-0032,(604) 617-4800,paula@informafinancial.ca,(604) 676-2260,,,,,,,,,,,,,,0.0,,0011600001l4ZTeAAM,0.0,False,,,,,,00516000006aAqnAAE,,,,,,,0.0,0.0,0.0,,False,3250.0
50016000011rRw5AAE,False,,00012850,0031600002B8uw7AAB,0011600001lzORzAAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Botox claim for #1,Medium,"dealing with Patti to get additional info for Botox claim for #1 for migraines. Botox prescribed by dentist so claims wanting the following:

They would need additional information: We need the dentist to provide us the treatments/medications that have been tried for the patient’s condition.

The member can provide the additional information directly to Drug Services and it can be sent to:

The Great-West Life Assurance Company
Attention:  Drug Services
PO Box 6000
Winnipeg MB  R3C 3A5

Or fax to:

The Great-West Life Assurance Company
Attention:  Drug Services - 204-946-7664

Have tried to connect with Patti for over 3 weeks on this, called again today and sent an email asking her to contact me.

Spoke to Chamber plan rep as they advised Botox covered for theuraptic use with no pre-authorisation required. Patti had advised they were previously on Chamber plan and Botox covered.

Update botox has been approved so advised Patti to have member submit claim or call member line if they are awaiting further details re a claim in process.",True,2017-06-16T17:27:46.000+0000,False,False,005160000070kMqAAI,2017-05-09T17:01:11.000+0000,005160000070kMqAAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 727-9191,,patti.anthony@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001zY22nAAC,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3250.0
50016000011rS99AAE,False,,00012851,003G0000018f7QCIAY,0015o000008Cyy5AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Transfer of LI,Medium,,True,2017-05-09T17:10:02.000+0000,False,False,005G0000002heHMIAY,2017-05-09T17:09:55.000+0000,005G0000002heHMIAY,2024-01-25T15:48:13.000+0000,0055o0000019VX9AAM,2024-01-25T15:48:13.000+0000,(403)266-5360,,mike@csfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3250.0
50016000011rWGzAAM,False,,00012864,003G0000019MDFqIAO,001G000000utHzMIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Accidental Dental,Medium,"Received an email from Tony Watts - advisor of this group about claim for Plan Administrator.  Claim was caused by accident.  Requested BPO to have it re-assessed under accidental dental. Please see file.

5/10/17 Informed Tony that claim has been processed and a portion of it will be paid under the plan.  Unfortunately claim can't be assessed under  accidental dental as injurty was sustained while chewing.",True,2017-05-24T18:23:42.000+0000,False,False,005G0000004e3wfIAA,2017-05-09T20:32:33.000+0000,005G0000004e3wfIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 770-0524,,tony@wattspersonalinsurance.com,,,,,,,,,,,,,,,0.0,,0011600001lUmC5AAK,0.0,False,,,,,,005G0000004e3wfIAA,,,,,,,0.0,0.0,0.0,,False,3250.0
50016000011rfbUAAQ,False,,00012878,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#63964 - May 2017 - Head Office Exception beyond 4 Month Rule,Medium,"ID#81 - was to be removed from the plan in February 2016.  As the system does not change from Family to Single when there are no active dependents, this was not caught by the PA.  This exception to terminate back to February 2016 resulted in a premium credit adjustment of approx. $1250. - Approved by Maggie Pichette. Mg.",True,2017-05-10T17:46:47.000+0000,False,False,005G0000002gxymIAA,2017-05-10T17:46:41.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlphAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3249.0
50016000011rjq8AAA,False,,00012891,0031600002FNNrFAAX,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Ex-gratia for RTC - $240,Medium,"6 x $50 receipts.  To BPO contact for review May 10, 2017.",False,,False,False,005G0000002gyGzIAI,2017-05-10T21:37:44.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 847-2883,,pam@pebplans.com,(250) 847-0280,,,,,,,,,,,,,,0.0,,0011600001lUiDdAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3249.0
50016000011rsIfAAI,False,,00012892,003G0000018f73JIAQ,001G000000urMofIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Amendment that led to billing issue,Medium,"The advisor for the policy noticed an error on the recent amendment to add WI for all employees.  The current monthly premiums did not match what they were actually paying.  
In review of the current billing statement and what was being shown on our system and the amendment page, found out that the client had been incorrectly charged significantly less for WI.  The rate should have been 0.50; however they had been paying 0.05.  
This was corrected on a going forward basis by head office and will not be retroactive as it was a GWL error.
Emailed advisor and had follow up conversation to let her know that the client had been receiving a steal of a deal on their monthly premiums.  
Going forward if they do not proceed with the amendment their rate will be 0.50..however this will change if they proceed with the presented amendment.",False,,False,False,00516000006l6nrAAA,2017-05-11T18:08:07.000+0000,00516000006l6nrAAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306)934-7060,(306) 717-1242,rachel@integratedfreedomsolutions.com,,,,,,,,,,,,,,,0.0,,001G000001WvKjnIAF,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3248.0
50016000011sARnAAM,False,,00012917,003G0000018f6UFIAY,001G000000urMooIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Accessing cash value in personally owned LI,Medium,,True,2017-05-13T16:11:36.000+0000,False,False,005G0000002heHMIAY,2017-05-13T16:11:28.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306)222-8860,(306) 222-8860,gary@rusufinancialinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3246.0
50016000011sIsOAAU,False,,00012954,0031600002IUPzpAAH,001G000000vlcSzIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Delaying processed amendment,Medium,Client advised us once the amendment was processed that they actually wanted it for June 1 not May 1,True,2017-05-24T17:55:01.000+0000,False,False,005G0000002hmpgIAA,2017-05-15T14:26:51.000+0000,005G0000002hmpgIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(506) 443-0223,,dhunter@fgfg.ca,(506) 443-0263,,,,,,,,,,,,,,0.0,,001G000001jR7dOIAS,0.0,False,,,,,,005G0000002hmpgIAA,,,,,,,0.0,0.0,0.0,,False,3244.0
50016000011sNlvAAE,False,,00012955,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Life insurance trust,Medium,,True,2017-05-15T18:21:08.000+0000,False,False,005G0000002heHMIAY,2017-05-15T18:21:00.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3244.0
50016000011sNo6AAE,False,,00012956,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Lawyer referral,Medium,,True,2017-05-15T18:22:34.000+0000,False,False,005G0000002heHMIAY,2017-05-15T18:22:27.000+0000,005G0000002heHMIAY,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3244.0
50016000011sepVAAQ,False,,00012957,003G000001B3n28IAB,001G000000vkHHXIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,need to revise renewal rates and have an off anniversary termination,Medium,"the renewal was not sent out to the client as per an error from our office and they have now decided to terminate the plan. Adam agreed to keep old rates in effect from renewal date.

Have emailed renewals to see if rates can be adjusted.


Also they want to terminate May 31, billing runs May 15. Have processed termination for May 31 and emailed terminations about this.

off anniversary termination allowed and advised PA that refund cheque mailed out",True,2017-07-25T17:48:51.000+0000,False,False,005160000070kMqAAI,2017-05-16T20:10:56.000+0000,005160000070kMqAAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250) 385-1471,(250) 418-1354,kent.castonguay@sunlife.com,,,,,,,,,,,,,,,0.0,,0011600001lUhQBAA0,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3243.0
50016000011t02EAAQ,False,,00012994,0031600002B7zl4AAB,0011600001lUlwZAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,May 18/17-Survivor Benefit,Medium,"Hello Dominique:,

Policy: 262952
Group Name   HWB BRUCE SALES INC.
Certificate: # 5

Surviving Spouse: MB
Surviving Dependents: Disabled Dependent Cameron Bruce

Please be advise the survivor benefits for the Healthcare and/or Dentalcare benefits have now been set up on the BEN system effective January 26/17 under identification ss# 00000005.


The benefits continued are subjected to the same limitations and restrictions as the employee plan that is in force.

This coverage will terminate January 25/19 or earlier, for dependents who cease to qualify under the definition of dependents in the contract.

Please advise the client accordingly.",True,2017-07-04T13:28:43.000+0000,False,False,005G0000002gy4AIAQ,2017-05-18T16:33:29.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613)822-2154,,,,,,,,,,,,,,,,,0.0,,0011600001lUlwZAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3241.0
50016000011t8QiAAI,False,,00012995,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#63387 - May 2016 - Head Office Exception - Late Applicant,Medium,"Id#158 and #159 were not added in time, and are considered late.  I have been able to obtain an exception to add both employees with client letter to July 6th, 2016 (#158) and April 13th, 2017 (#159).  Approved by  Sabrina Myzyka. Mg.",True,2017-05-19T12:37:59.000+0000,False,False,005G0000002gxymIAA,2017-05-19T12:37:52.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUf8CAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3240.0
50016000011tFB5AAM,False,,00012996,0031600002bYx39AAC,00116000023So2sAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,change wait period for existing employees to 3 months,Medium,"emailed Marianne as one employee affected and his effective date should be May 9 as per 3 month wait

amendment process to make the change and emailed June 9",True,2017-06-09T22:21:06.000+0000,False,False,005160000070kMqAAI,2017-05-19T19:08:50.000+0000,005160000070kMqAAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(780) 454-2250,,edbath@telus.net,,,,,,,,,,,,,,,0.0,,00116000023So2sAAC,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3240.0
50016000011tFKRAA2,False,,00012997,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#298780 - May 2017 - Head Office Exception,Medium,"Id#5 was added to this plan, March 1, 2016 in error.  This plan member is not an employee of this client.  Head Office terminated the PM back to March 1st, 2016. Approved by Rachel Paul. Mg.",True,2017-05-19T19:18:36.000+0000,False,False,005G0000002gxymIAA,2017-05-19T19:18:31.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001ths1NAAQ,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3240.0
50016000011tFSzAAM,False,,00012998,0031600002a7JjJAAU,001G000000urN0wIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Incomplete designation on employee who passed away,Medium,May 19/17 - notified ID 38 passed away May 11th.  App form shows mother as benny but our systems indicates benny incomplete. Advised it was because of a change that was not initialed. Will reach out to life claims area.,False,,False,False,005G0000002gyGzIAI,2017-05-19T19:26:20.000+0000,005G0000002gyGzIAI,2017-05-20T07:38:16.000+0000,00516000005kYbhAAE,2018-10-05T23:36:38.000+0000,(250) 869-3916,,jbeckerton@acera.ca,,,,,,,,,,,,,,,0.0,,001G000001H3BzXIAV,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3240.0
50016000011tHyvAAE,False,,00012999,003G000001F60TiIAJ,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Mutliple declined claims for OOC surgery and in-Canada treatment at private clinic,Medium,"See emails in client file.
May 18, 2017 - I received email complaint from client.
May 18, 2017 - I connected with advisor, service specialist, AM and reached out to client 
May 19, 2017 - had conversation with affected plan member with action items, including forwarding OOC claim to GCCS with request that communication to with our local team rather than plan member direct. Reached out to Accounting firm that has been assisting.

Bottom line - this plan member is from Europe and moved to Canada about 7 years ago. Travels frequently for business purposes.  Thinks holistically and doesn't appreciate that our plans wrap around the public system.  Is being treated at a private clinic as doesn't want to wait normal timelines under MSP.  Clarity is needed on what the plan covers and doesn't cover. May be a good fit for Executive benefits.",False,,False,False,005G0000002gyGzIAI,2017-05-19T22:56:14.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(604) 336-2900 ext 529,(604) 644-4586,jesse.mcneil@hubinternational.com,,,,,,,,,,,,,,,0.0,,0011600001wxNHBAA2,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3240.0
50016000011th20AAA,False,,00013000,003G0000018f7pdIAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Open Enrollment,Medium,"Ed & I met with the owners of Darren James Trucking and discovered that they currently had 6 employee who were not enrolled on the plan that were eligible to be.

I was able to get the employee info and get acceptance for an open enrollment.

May 23rd - I received the employee applications from the advisor. They are wanting to set the employees up in a different class titled Class 2 - All Other Employees.",False,,False,False,00516000006Uq1BAAS,2017-05-23T15:01:01.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,0011600001lUiciAAC,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3236.0
50016000011thgZAAQ,False,,00013001,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#274600 - May 2017 - Head Office Excpetion beyond 4 month rule,Medium,"Id#18 was suppose to be terminated December 23rd, 2016.  This was missed by the Plan Admin.  This exception has resulted in a refund of premiums in the amount of $454.10 to the client.  Approved by Maria Koropas. Mg.",True,2017-05-23T15:33:24.000+0000,False,False,005G0000002gxymIAA,2017-05-23T15:33:17.000+0000,005G0000002gxymIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,0011600001lUkUFAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3236.0
50016000011tjSjAAI,False,,00013002,0031600002ISjH6AAL,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Charitable donations with LI,Medium,,True,2017-05-23T17:02:30.000+0000,False,False,005G0000002heHMIAY,2017-05-23T17:02:22.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403) 261-4690 x272,,wayne.martin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3236.0
50016000011tjdhAAA,False,,00013003,003G0000018f7QZIAY,001G000000urMxrIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,US tax planning,Medium,,True,2017-05-23T17:11:31.000+0000,False,False,005G0000002heHMIAY,2017-05-23T17:11:15.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)252-1752,,danielle@brownfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3236.0
50016000011tk9OAAQ,False,,00013004,0031600002BC0b6AAD,001G000000urMy5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI planning with US person,Medium,,True,2017-05-23T17:35:18.000+0000,False,False,005G0000002heHMIAY,2017-05-23T17:35:13.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)273-8660,(403) 614-4309,scott@holdentaylor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3236.0
50016000011tntKAAQ,False,,00013017,0031600002cIySYAA0,001G000000urMqVIAU,,,,,,CI,,In Progress,,In Person,,Vaness McHugh,Medium,YP with good income and further potential.  Relationship is strong.  30-60k of assets and a CI sale.,False,,False,False,00516000006nRRLAA2,2017-05-23T20:44:32.000+0000,00516000006nRRLAA2,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(647)980-2456,(647) 980-2456,karlee@kvand.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3236.0
50016000011tnxCAAQ,False,,00013018,003G0000024MfVXIA0,001G000000urMqVIAU,,,,,,Life,,In Progress,,In Person,,SunLife Replacement,Medium,2-3k of new par premum with a 1.250M Term 10/20  No help needed,False,,False,False,00516000006nRRLAA2,2017-05-23T20:47:36.000+0000,00516000006nRRLAA2,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(519)651-6660,(647) 401-5902,margaret.bennett@cowangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3236.0
50016000011tuRdAAI,False,,00013019,003G0000018f6tlIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax planning,Medium,All contact via Paul Wolters,True,2017-05-24T14:52:44.000+0000,False,False,005G0000002heHMIAY,2017-05-24T14:52:34.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(250)719-1033,(250) 719-1033,brian.shaw@betterbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3235.0
50016000011twUkAAI,False,,00013020,003G000001C3Z4TIAV,001G000000wjNrVIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Termination Due to Arrears,Medium,"May 24, 2017 - received notification from head office that this client is 90+ days past due on payments. CCA has called twice and left two voicemail, and on the third attempt, the phone was out of service. 

Called the advisor and notified him of the matter, and he mentioned he has called the client 2 weeks ago, left a voicemail and has not heard back. He will attempt to reach the client, and keep us notified. 

The client will be terminated in a weeks time due to arrears, if there is no possibility of reaching the client, there is no other option but to proceed with termination.",False,,False,False,00516000007Q2tOAAS,2017-05-24T16:40:54.000+0000,00516000007Q2tOAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306) 260-4457,,dan.sautner@investorsgroup.com,,,,,,,,,,,,,,,0.0,,0011600001ohFkBAAU,0.0,False,,,,,,00516000007Q2tOAAS,,,,,,,0.0,0.0,0.0,,False,3235.0
50016000011tx6tAAA,False,,00013021,0030A00000BcpiDQAR,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Eye Examination,Medium,"May 10, 2017 - Working with the advisor to do a one time ex gratia. One of the employees thought visioncare was included, and went ahead and got an eye examination. 

Advisor talked to the employee and asked for the receipt so we can do an ex gratia.

Advisor is also working on getting visioncare added to their benefits.",False,,False,False,00516000007Q2tOAAS,2017-05-24T17:10:08.000+0000,00516000007Q2tOAAS,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306)665-3377,,nicole.decorby@wiegers.ca,,,,,,,,,,,,,,,0.0,,0011600001wQwrjAAC,0.0,False,,,,,,00516000007Q2tOAAS,,,,,,,0.0,0.0,0.0,,False,3235.0
50016000011txNXAAY,False,,00013022,003G0000018f6fQIAQ,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Amalgamation and LI,Medium,,True,2017-05-24T17:22:43.000+0000,False,False,005G0000002heHMIAY,2017-05-24T17:22:28.000+0000,005G0000002heHMIAY,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(403)660-7315,,mike@synergyfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3235.0
50016000011tyguAAA,False,,00013023,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#296982 - June 2017 - Open Enrollment,Medium,"Open Enrollment for two employees approved June 1st, 2017",True,2017-05-24T18:25:12.000+0000,False,False,005G0000002gxymIAA,2017-05-24T18:25:07.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001qvWYGAA2,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3235.0
50016000011u8SGAAY,False,,00013048,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#103236 - May 2017 - Underwriting Exception - MRP,Medium,Approval to add Dental benefit to the MRP with no Dental on the Base Plan - Approved by Marianne Boyer. Mg.,True,2017-05-25T15:50:31.000+0000,False,False,005G0000002gxymIAA,2017-05-25T15:50:24.000+0000,005G0000002gxymIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlpiAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3234.0
50016000011uQRUAA2,False,,00013049,003G0000018f6XUIAY,001G000000urMrYIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Phone,,400K seg,Medium,"Met with Keri at the practice management event on Wednesday discussed opportunities to support him looking to place $400,000 of Kelvin's new corn explore portfolio arrange with head office that the client will receive Hunter with pricing even though they're barely below the threshold",False,,False,False,005G0000002gxxoIAA,2017-05-26T22:00:00.000+0000,005G0000002gxxoIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(705)745-1324X368,(705) 872-2990,larry@heritagewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxoIAA,,,701G0000000ar0vIAA,,,,0.0,0.0,0.0,,False,3233.0
50016000011uQTVAA2,False,,00013050,003G0000018f6RXIAY,001G000000urMvkIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,New HNW opp,Medium,"Call from Darin looking to place $180,000 with the client that bring them over the high net worth threshold Darren wants to ensure that the monies for house in about a year and a half concerned about a market correction looking at unconstrained fixed income with ability to go anywhere and find out the best area for yield I had Sandra send out fun codes and links from wealth centre we should receive the money for this next  week",False,,False,False,005G0000002gxxoIAA,2017-05-26T22:04:04.000+0000,005G0000002gxxoIAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(905)669-5577,(416) 407-1671,darin@penmore.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxoIAA,,,701G0000000ar0vIAA,,,,0.0,0.0,0.0,,False,3233.0
50016000011uY5TAAU,False,,00013051,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Ex-gratia request,Medium,Ian looking for orthotics to be reimbursed,True,2017-05-29T13:17:41.000+0000,False,False,005G0000002gxyNIAQ,2017-05-29T13:17:02.000+0000,005G0000002gxyNIAQ,2017-05-29T13:17:41.000+0000,005G0000002gxyNIAQ,2018-10-05T23:36:38.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,00116000020SErVAAW,0.0,False,,,,,,005G0000002gxyNIAQ,,,,,,,0.0,0.0,0.0,,False,3230.0
50016000011uYb7AAE,False,,00013052,003G0000018f7UWIAY,001G000000urN2oIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,May 29/17-Life Claim WJ/Terminated,Medium,"May 29/17-Kelsey emailed Life Claim and it was sent to Group Life Benefits email box with request for payment to come to my attention.
June 8/17-Life claim payment and Survivor Benefit card arrived
Sent to Mark McDermid's office by FedEx, as per Mark's office.",True,2017-06-08T19:09:32.000+0000,False,False,005G0000002gy4AIAQ,2017-05-29T16:35:41.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(613) 938-9110 x 201,(613) 577-0515,mark@mmcdermid.com,(613) 938-0027,,,,,,,,,,,,,,0.0,,0011600001lUc5CAAS,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3230.0
50016000011uZ4dAAE,False,,00013053,003G0000018f7HIIAY,001G000000urMuxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,test,Medium,,True,2017-05-29T18:30:44.000+0000,False,False,005G0000002gyAwIAI,2017-05-29T18:30:26.000+0000,005G0000002gyAwIAI,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(905)456-2471,(416) 566-4363,brian.langlois@langloisfinancial.com,,,,,,,,,,,,,,,0.0,,0011600001sH9hCAAS,0.0,False,,,,,,005G0000002gyAwIAI,,,,,,,0.0,0.0,0.0,,False,3230.0
50016000011uh1LAAQ,False,,00013066,0031600002B81eHAAR,0011600001lUicsAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Open enrollment,Medium,"During pa training late applicants were discussed.  It was identified that there are currently 12 employees who are actively at work, but not currently listed under the policy.  One employee had just recently completed application and medical evidence.  However we are going to see about proceeding with an open enrollment.  PA is going to discuss with her spouse getting the employee information to me and providing effective date.",False,,False,False,00516000006l6nrAAA,2017-05-30T17:04:50.000+0000,00516000006l6nrAAA,2023-12-15T04:17:41.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:41.000+0000,(306) 535-8673,,lmdunbar76@gmail.com,,,,,,,,,,,,,,,0.0,,0011600001lUicsAAC,0.0,False,,,,,,00516000006l6nrAAA,,,,,,,0.0,0.0,0.0,,False,3229.0
50016000011uwxJAAQ,False,,00013067,003G000001C2KgAIAV,001G000000wiigsIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,STD Claim-  will qualify under previous carrier- May 31/17,Medium,"May 3/17,  was just informed that an std claim for an employee who left april 5/17, will follow under previous carrier.
I have advised Christine at the hunt and also T.Deacon via email.
I have advised head office to term the std and ltd , life benefit will remain inforce.
June 16/17- ee has been removed for the std and ltd benefit.  premiums will be refunded in july 1/17--",True,2017-05-31T18:59:19.000+0000,False,False,005G0000002gy4FIAQ,2017-05-31T18:59:05.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613) 699-6104,,deac6670@gmail.com,(613) 680-4131,,,,,,,,,,,,,,0.0,,00116000022fWhzAAE,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3228.0
50016000011v82gAAA,False,,00013068,003G0000018f7qpIAA,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Disability Situation,Medium,"An employee submitted a short-term disability claim. The case manager had reached out to the employer requesting payroll records. The employer submitted time sheets for the previous year. Upon review of the time sheets, the case manager determined that the employee was not eligible because he was only working an average of 23 hours per week and not 24 hours per week.

After discussing this situation with our Head Office FA, she agreed to backdate an amendment to change the eligible hours per week that employees have to work to 20 hours per week. This change will not affect any other employees but it will allow the employee that is needing STD benefits to now be eligible. 

I am waiting on the letter of instruction from the plan admin and then the admin team will submit as a rush amendment. I will let the case manager know once the amendment has been processed.",False,,False,False,00516000006Uq1BAAS,2017-06-01T17:22:21.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(306) 773-1547,(306) 774-5900,kirstin@wwsmith.ca,,,,,,,,,,,,,,,0.0,,0011600001ogx6IAAQ,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3227.0
50016000012nj6UAAQ,False,,00013069,003G0000018f7THIAY,001G000000urN3OIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#299649 - June 2017 - Ex-Gratia Request,Medium,Id#29 went to dentist and used up his scaling units.  Tina asked if we could have this claim (plus two services that were not covered under the contract) for a total request of $219.00. Mg - Approved by Nicole Kosowan.,True,2017-06-01T20:00:16.000+0000,False,False,005G0000002gxymIAA,2017-06-01T20:00:04.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613) 864-2639,,gavin_mosley@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001uIMaNAAW,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3227.0
50016000012nnBDAAY,False,,00013082,003G0000018f7TuIAI,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#248516 - May 2017 - Survivor Benefits,Medium,"Id#1 - Health and Dental Benefits extended to May 15th, 2019",True,2017-06-02T12:05:29.000+0000,False,False,005G0000002gxymIAA,2017-06-02T12:05:23.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613)226-1964,x 398,mhamilton@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcMGAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3226.0
50016000012noC4AAI,False,,00013083,003G000001NrjhwIAB,001G000000urMqVIAU,,,,,,DI,,In Progress,,In Person,,,Medium,Guaranteed acceptance DI,False,,False,False,00516000006nRRLAA2,2017-06-02T13:37:44.000+0000,00516000006nRRLAA2,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(416)366-2971,(416) 580-8022,peter@civitasfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3226.0
50016000012o2dyAAA,False,,00013084,0031600002BC0b6AAD,001G000000urMy5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA,Medium,,True,2017-06-04T19:01:44.000+0000,False,False,005G0000002heHMIAY,2017-06-04T19:01:35.000+0000,005G0000002heHMIAY,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(403)273-8660,(403) 614-4309,scott@holdentaylor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3224.0
50016000012o2ecAAA,False,,00013085,003G0000018f7QOIAY,001G000000urMyIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Intercorporate transfer of LI,Medium,,True,2017-06-04T19:02:49.000+0000,False,False,005G0000002heHMIAY,2017-06-04T19:02:43.000+0000,005G0000002heHMIAY,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(403)863-1613,(403) 863-1613,dane@clearpeak.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3224.0
50016000012o2f6AAA,False,,00013086,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,General tax and estate planning,Medium,,True,2017-06-04T19:04:54.000+0000,False,False,005G0000002heHMIAY,2017-06-04T19:04:08.000+0000,005G0000002heHMIAY,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3224.0
50016000012o4iSAAQ,False,,00013099,003G0000018f6eVIAQ,001G000000urMwCIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,"Debit balance owing, advisor disputing.",Medium,"Advisor believes we should not be sending the amount owing to us by the client to collections, thinks the amount owing is our fault.  Spoke to his RD Ross Ripley and explained clearly.  Sent following email to both: 

Hi Mike and Ross,

On the monthly statement there are different amounts that show up: 

Carried forward amount (amount not paid from previous month)
Current period (premium cost for the current month)

Total amount Due (Total amount to be paid for that current month)

With this group, they only ever paid the Current period amount when in reality they should have been paying the Total Amount Due.  

Because they missed a few months’ payments, the carried forward amount was always there, being added to the Current period amount, which gives them the total amount due.  The Total Amount due is the amount that needs to be paid each month in order to bring the account to $0 balance.

Because they did not pay the amount due in full, there was always a carried forward amount that was put on to the next month.  This did not cause claims suspension as they were still paying their monthly current amount.  However the billing did clearly show the amount carried forward and the Total amount due to pay.

I’ve attached the first page of the billing statements for the period of Dec 15/13 to June 15/17 so you can see what we mean.  The yellow highlighted amount is the carried forward amount and the green highlighted is the actual amount due.  It also shows when payments were made so you can see where they were missed.

I hope this clarifies things.

Thank you
Catherine",True,2017-06-05T11:36:52.000+0000,False,False,005G0000002hmpgIAA,2017-06-05T11:36:43.000+0000,005G0000002hmpgIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(506)457-5524,(506) 470-5193,mike@washburn.solutions,(506)474-1896,,,,,,,,,,,,,,0.0,,0011600001lUkkgAAC,0.0,False,,,,,,005G0000002hmpgIAA,,,,,,,0.0,0.0,0.0,,False,3223.0
50016000012o6okAAA,False,,00013100,003G0000018f7etIAA,001G000000urN4xIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Correction needs to be made on class 2,Medium,Vision was not included. Amendment to be processed.,True,2017-08-08T01:43:07.000+0000,False,False,005G0000002gyAwIAI,2017-06-05T14:23:06.000+0000,005G0000002gyAwIAI,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(905) 532-0900,(416) 873-7675,eugene@pugachevsky.com,(905) 532-0902,,,,,,,,,,,,,,0.0,,00116000020QZHnAAO,0.0,False,,,,,,005G0000002gyAwIAI,,,,,,,0.0,0.0,0.0,,False,3223.0
50016000012o8JUAAY,False,,00013101,0031600002YQQKHAA5,001G000000urMjXIAU,,,,,,Selectpac,,In Progress,,In Person,,Architect Group Opportunity,Medium,Bloor and Christie office of 10 staff.  Courtney will be assisting moving forward,False,,False,False,00516000006nRRLAA2,2017-06-05T15:26:42.000+0000,00516000006nRRLAA2,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,,,remo.lass@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3223.0
50016000012oAU2AAM,False,,00013102,0031600002WvmU5AAJ,001G000000urMqVIAU,,,,,,Segregated Fund,,In Progress,,In Person,,Retirement planning with Oshawa Couple?plane builder,Medium,"Seg fund, LIF transfer, and RRSP transfer.  No insurance planning.

20k to start tomorrow, rest to come in September",False,,False,False,00516000006nRRLAA2,2017-06-05T17:01:10.000+0000,00516000006nRRLAA2,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(416)366-2971,,robert.murdoch@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006nRRLAA2,,,,,,,0.0,0.0,0.0,,False,3223.0
50016000012oNbiAAE,False,,00013103,0030A0000029VO4QAM,001G000000wiigsIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,LIFECLAIM- RE;A.M.CONLIN- spouse-  June 7/17,Medium,"sent life claim to Anne marie conlin, on tuesday june 6/17 by fedex to Parsons
10,003.56",True,2017-06-06T16:46:08.000+0000,False,False,005G0000002gy4FIAQ,2017-06-06T16:45:57.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613)695-6114X3,,robert.packman@rgpackman.ca,,,,,,,,,,,,,,,0.0,,0011600001lUlwqAAC,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3222.0
50016000012oYBtAAM,False,,00013104,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#296107 - June 2017 - Head Office Correction,Medium,"Id#4 was added on GN and it was the client's intention to waive the waiting period - May 23rd, 2017. Head Office corrected this. Mg.",True,2017-06-07T14:56:42.000+0000,False,False,005G0000002gxymIAA,2017-06-07T14:56:33.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001o8ppiAAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3221.0
50016000012ogHMAAY,False,,00013106,003G000001MoDzAIAV,001G0000010tXQOIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Email,,EE experiencing an out-of-country emergency advised he had coverage when he did not,High,"There is an employee on this plan who experienced an out-of-country emergency in October 2016.  This claim was declined when it was submitted because the employee did not have health coverage on the date of the emergency.  Health coverage had been waived April 2016. 

We are aware of an employee incorrectly being advised they had emergency out-of-country coverage when they did not. We understood the plan member was covered under another provider and that their expenses would be reimbursed.

Paul Munnis reached out to Dave Kent with an inquiry.  Need to understand what the concern is and address.",False,,False,False,005G0000002gyGzIAI,2017-06-07T22:30:08.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(604) 261-2037,(604) 838-4157,paul@hassolutions.com,,,,,,,,,,,,,,,0.0,,0011600001lUnPqAAK,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,2.0,0.0,0.0,,False,3221.0
50016000012ogXeAAI,False,,00013107,003G000001B3nVhIAJ,001G000000vl4ddIAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Owner had a dentla cleaning declined because went 10 days too soon - Submitting ex-gratia,Low,,False,,False,False,005G0000002gyGzIAI,2017-06-07T23:01:47.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,,(778) 977-0251,jessie.jwf@shaw.ca,,,,,,,,,,,,,,,0.0,,0011600001lUhQQAA0,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,1.0,0.0,0.0,,False,3221.0
50016000012omzkAAA,False,,00013108,0030A0000029f4kQAA,001G000000wjNrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Renewal not received,High,"the advisor Darlene Oudot has emailed wanting to know why rates have increased, business owner reached out to her. Checked and this policy renews February but no renewal sent out. Looks like this was noticed by HO and rates then adjusted for May billing statement and then noticed by business owner. Advisor upset that she was not advised, advised I will look into it and advised policy renews February but unfortunately renewal not sent out.
checked with Suat and she advised renewal in old RS4 system, this renewal was flagged and therefore not sent out. Leah to find renewal and share with team. I have asked Adam to call advisor on her cell to discuss renewal, rates have gone up 20% and see if he wants to provide any options here. As per  advisor, possibility case may move but will wait for Adam to call advisor.

amendment to amend plan processed july 15, 2017, plan remaining",True,2017-07-25T17:54:42.000+0000,False,False,005160000070kMqAAI,2017-06-08T17:09:40.000+0000,005160000070kMqAAI,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(250)727-9191,,darlene.oudot@ig.ca,(250)727-3222,,,,,,,,,,,,,,0.0,,001G0000017ydSxIAI,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3220.0
50016000012onwmAAA,False,,00013109,0030A0000029hojQAA,001G000000vkv0bIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Employee needing addiction benefits coverage,Medium,"Employee #86 called asking if a substance abuse facility will be covered, not under the benefits plan but will be covered under MRP. Group does have MRP but not EAP for counselling.

Spoke to broker , Vern Fischer, and he suggested an At work assist program but after checking with Carrie, this is available to large group. Reviewed services and they are aimed at preventing a disability, not sure if right fit. Have suggested EAP and have then called business owner directly as per Vern's okay. Owner, Darwyn Stickle, wants to help but is unsure if EAP will help and suggests employee got to counselling and he will pay. Mentioned MRP option as well. Darwyn asked that I reached out to employee and see if they are willing to speak to him. Have emailed employee and await reply.

Spoke to employee on Friday June 9, advised her that owner wants to help and is willing to cover counselling costs. Advised owner wanted to speak to her and provided her the owners contact details. also provided her GroupNet member links so she can access health and wellness info. Employee was grateful for additional information.",True,2017-06-09T22:17:48.000+0000,False,False,005160000070kMqAAI,2017-06-08T18:00:54.000+0000,005160000070kMqAAI,2023-05-31T05:56:10.000+0000,0050A000001TA3IQAW,2023-05-31T05:56:10.000+0000,(250)475-3447,,vernon@mywealthcoach.ca,(250)475-3448,,,,,,,,,,,,,,0.0,,0011600001lUhPUAA0,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3220.0
50016000012oodbAAA,False,,00013110,0031600002cvpm9AAA,0011600001lUdMLAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Life Claim 8,Medium,"June 28, 2017: No issues with LOA - Life claim was paid (cheque sent to beneficiary) on June 15th and survivor benefits are in place.

Picked up life claim from plan admin. Unique circumstance - EE was laid off/ wen ton LOA for medical reasons on Dec 1, 2015, passed away June 12, 2016. We were not notified of the LOA or death until now.
I have forwarded to head office and will keep the client up to date when I hear back.",True,2017-08-15T15:05:27.000+0000,False,False,005G0000002gyDHIAY,2017-06-08T18:35:05.000+0000,005G0000002gyDHIAY,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(604) 946-6058,,andrew@wessexpackaging.com,,,,,,,,,,,,,,,0.0,,0011600001lUdMLAA0,0.0,False,,,,,,005G0000002gyDHIAY,,,,,,,0.0,0.0,0.0,,False,3220.0
50016000012oowsAAA,False,,00013111,003G000001C3ZGYIA3,001G000000wjNrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Employees changing from Single to Family coverage after 31 days,Medium,"Power to be had an internal policy that they would only offer family benefits after one year of service, this contradicted GWL policy. As per Danica from Power to Be, they have now changed their corporate policy and are allowing family coverage immediately. There are at least 10 people affected so after speaking to Danica, she is going to provide me with change forms for employees and I will go to Maria Koropas and ask for exception to have them all included June 1. Checked with Carrie on this and she has suggested sending all to Maria. Danica will get everything to me by June 19

Selectpac admin agreed as a one time exception to add health and dental  for C#S  1,3,6, 43.  Thx. Brenda.",True,2017-07-25T17:57:08.000+0000,False,False,005160000070kMqAAI,2017-06-08T18:50:18.000+0000,005160000070kMqAAI,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(250) 388-4234,(250) 727-5824,mike.kucherawy@investorsgroup.com,(250) 474-7219,,,,,,,,,,,,,,0.0,,0011600001lUhRgAAK,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3220.0
50016000012owvwAAA,False,,00013136,0031600002EScTjAAL,001G000001kmnyhIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ex Gratia Request,Medium,Margaret from NFP has asked that we pay out some declined claims as they were submitted past the 60 day time line for HSP.  The employee impacted is also the decision maker,True,2017-06-19T13:16:25.000+0000,False,False,005G0000002gyANIAY,2017-06-09T15:33:56.000+0000,005G0000002gyANIAY,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,,,chris.mccart@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001o91kTAAQ,0.0,False,,,,,,005G0000002gyANIAY,,,,,,,0.0,0.0,0.0,,False,3219.0
50016000012p1VyAAI,False,,00013137,0031600002QFNXIAA5,001G000000urN0wIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Change from family to single for employee who has lost custody of his children,Medium,"June 9, 2017 - sent change form and exception request to HO.",True,2017-07-12T16:55:32.000+0000,False,False,005G0000002gyGzIAI,2017-06-09T19:45:47.000+0000,005G0000002gyGzIAI,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(250)869-3827,,lin.klick@acera.ca,,,,,,,,,,,,,,,0.0,,001G000001kmlhsIAA,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,0.0,0.0,0.0,,False,3219.0
50016000012pE9bAAE,False,,00013150,003G000001D2AQ6IAN,0011600001oiDJ2AAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,General tax and estate planning,Medium,,True,2017-06-12T15:08:11.000+0000,False,False,005G0000002heHMIAY,2017-06-12T15:08:02.000+0000,005G0000002heHMIAY,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(587)747-3288,(403) 830-5273,jkirby@vitalpartnersinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3216.0
50016000012pF39AAE,False,,00013151,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Buy sell agreements,Medium,,True,2017-06-12T15:51:00.000+0000,False,False,005G0000002heHMIAY,2017-06-12T15:50:52.000+0000,005G0000002heHMIAY,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3216.0
50016000012pIZnAAM,False,,00013152,003G0000018f7TsIAI,001G000000urN3gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,exception for arrears--june 12-17,High,"This group is constantly in arrears, they had some plan admin changes, it is a small group. Charito agreed to release claims suspension one time only.",True,2017-06-12T18:44:53.000+0000,False,False,005G0000002gy4FIAQ,2017-06-12T18:44:41.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613) 937-0489 x22,(613) 577-1289,jduguay@cogeco.ca,,,,,,,,,,,,,,,0.0,,0011600001lUf7tAAC,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3216.0
50016000012pKTIAA2,False,,00013153,003G0000018f6lxIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Estate planning with LI,Medium,All contact via Paul Li,False,,False,False,005G0000002heHMIAY,2017-06-12T20:11:00.000+0000,005G0000002heHMIAY,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(780) 428-8585 x4248,,nathan.yang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3216.0
50016000012pLvwAAE,False,,00013154,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#298419 - June 2017 - Head Office Exception,Medium,"Id#9 - Plan has a 0 month waiting period, benefits became effective in the 31 day grace period (after the hire date) (hire date of Feb 1st, DOS Feb 24th).  Due to possible legal ramifications from the PM and client, we corrected the eligibility date to February 1st, 2017.",True,2017-06-12T21:22:14.000+0000,False,False,005G0000002gxymIAA,2017-06-12T21:22:04.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001utkjpAAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3216.0
50016000012pQ26AAE,False,,00013155,003G000001C4LGlIAN,001G000000wjm1XIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Grievanceofficerjobdescrip,High,"summary of a grievance officer job description and signed agreement, re; ATU and duties of grievance officer.",True,2017-06-13T13:08:12.000+0000,False,False,005G0000002gy4FIAQ,2017-06-13T13:07:53.000+0000,005G0000002gy4FIAQ,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613) 794-2668,,bob@bobproulx.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4FIAQ,,,,,,,0.0,0.0,0.0,,False,3215.0
50016000012pQNJAA2,False,,00013156,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#235758 - June 2017 - Head Office Correction,Medium,"Id#62 - Employee added to plan - intention to waive the waiting period - effective April 19th, 2017. Mg",True,2017-06-13T13:33:38.000+0000,False,False,005G0000002gxymIAA,2017-06-13T13:33:33.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,0011600001lUc6QAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3215.0
50016000012pQguAAE,False,,00013157,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#295657 - June 2017 - Head Office Late Applicant,Medium,"Id#28 - Effective March 16th, 2017 - Client signed letter to not treat this employee as late applicant. Mg.",True,2017-06-13T13:53:02.000+0000,False,False,005G0000002gxymIAA,2017-06-13T13:52:54.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001nTWDgAAO,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3215.0
50016000012poQ6AAI,False,,00013158,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#63964 - June 2017 - Head Office Correction,Medium,"Id#136 - EE set up with family, waiving dependent.  The EE actually wanted family coverage - system would not allow us to un-waive dependent coverage to May 29th, 2017.  Head Office made the correction. Mg.",True,2017-06-15T11:57:46.000+0000,False,False,005G0000002gxymIAA,2017-06-15T11:57:39.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlphAAC,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3213.0
50016000012psiYAAQ,False,,00013159,0031600002J6KAFAA3,001G000000vkcebIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dependent Life Claim,Medium,"May 29/17-Dependent Life Claim sent to HO by employee's lawyer
June 14/17-Received Dependent Life Claim.  Left message with broker but no response.
June 15/17-Sent Dependent Life Claim by FedEx to client address",True,2017-06-15T16:41:01.000+0000,False,False,005G0000002gy4AIAQ,2017-06-15T16:40:49.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(819) 771-6208 ext 2249,(819) 968-2010,antoine.bomba@sunlife.com,,,,,,,,,,,,,,,0.0,,00116000021KXglAAG,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3213.0
50016000012q7cqAAA,False,,00013172,0031600002NtaVbAAJ,001G000000urMnzIAE,,,,,,Life,,Closed - Responded,Complex Case,In Person,,JFW,Medium,,True,2017-06-16T18:58:06.000+0000,False,False,00516000006lhigAAA,2017-06-16T18:57:09.000+0000,00516000006lhigAAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(778)628-7823,(778) 628-7823,kevin.you@san-ai.ca,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,00516000006lhigAAA,,,,,,,0.0,0.0,0.0,,False,3212.0
50016000012q7xeAAA,False,,00013173,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#283703 - June 2017 - LTD Approval Exception,Medium,Id#13 - Documents received for this LTD claim were not entirely complete.  Jill was able to get an exception to have the claim assessed on the information received by the claimant - without further medical forms.  Approved by Claude Gatin. Mg.,True,2017-06-16T19:18:23.000+0000,False,False,005G0000002gxymIAA,2017-06-16T19:18:17.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqTAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3212.0
50016000012qKUOAA2,False,,00013174,0030A0000029hihQAA,001G000000wip43IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,amend drugs,Medium,"Zoltan left a message that employees are not happy with the $2,000 max on the drugs.  We will look into amending the plan to unlimited.",True,2018-02-14T18:20:08.000+0000,False,False,005G0000002gyAwIAI,2017-06-19T14:07:27.000+0000,005G0000002gyAwIAI,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(905)855-0188,,zoltan@accdesign.com,(905)855-7066,,,,,,,,,,,,,,0.0,,00116000023UBfbAAG,0.0,False,,,,,,005G0000002gyAwIAI,,,,,,,0.0,0.0,0.0,,False,3209.0
50016000012qLRBAA2,False,,00013175,0031600002doK4PAAU,0011600001m2oPPAAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Paramedicals,Medium,"According to Iram, the plan admin, the paramedicals were issued incorrecty at $300 instead of $500.  This was suppose to mirror the Manulife policy.  Courtney agreed to has this amended with no change to the rates.  I have communicated this to both Cadden and Irma.  We are waiting for the amendment letter.",True,2017-08-21T01:38:22.000+0000,False,False,005G0000002gyAwIAI,2017-06-19T14:49:58.000+0000,005G0000002gyAwIAI,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(905) 595-1419,,cadden@ipcc.org,(416) 849-3312,,,,,,,,,,,,,,0.0,,00116000022fTZ4AAM,0.0,False,,,,,,005G0000002gyAwIAI,,,,,,,0.0,0.0,0.0,,False,3209.0
50016000012qMFBAA2,False,,00013176,003G0000018f7UzIAI,001G000000urN2zIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#290471 - June 2017 - Head Office Late Applicant,Medium,"Id#68 was not added in a timely manner.  Retroactively added EE to February 28th, 2017 without any late applicant restrictions.  Mg.",True,2017-06-19T15:26:32.000+0000,False,False,005G0000002gxymIAA,2017-06-19T15:26:26.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613) 725-2128 x 223,,leo.grace@nfp.com,,,,,,,,,,,,,,,0.0,,001G0000017y8y7IAA,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3209.0
50016000012qMRvAAM,False,,00013177,003G000001sRtymIAC,001G000000urMqcIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Amendment to add vision,Medium,"When I delivered the Group on June 13th, the PA mentioned that we should have had vision on this group.  This was an oversight from the advisor as we had quoted the group correctly.  We will add vision effective July 1st.  We are waiting for the as per letter from the advisor.

Binder premiums has not yet been withdrawn yet as per the PA's instructions.  claims are suspended.",True,2018-02-14T18:19:21.000+0000,False,False,005G0000002gyAwIAI,2017-06-19T15:36:40.000+0000,005G0000002gyAwIAI,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,,(647) 982-2581,shalma.etwaree@freedom55financial.com,,,,,,,,,,,,,,,0.0,,001160000247OzLAAU,0.0,False,,,,,,005G0000002gyAwIAI,,,,,,,0.0,0.0,0.0,,False,3209.0
50016000012qRZHAA2,False,,00013178,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Review USA,Medium,,False,,False,False,005G0000002heHMIAY,2017-06-19T19:04:49.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3209.0
50016000012qZQ3AAM,False,,00013179,0031600002B88anAAB,0011600001lUkVWAA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,June 20/17-Severance Request,Medium,"June 20/17-Severance sent to MB/HO
Please see information below and note we would like the benefits extended to July 30, 2017.

Employee Name: AK (id xx)
Date of employment: August 1, 2015
Termination reason: Without cause
Date notified:  June 2, 2017
Last date worked: June 2, 2017
Specify what benefits to be extended:  Everything or just Medical and Dental?
Date extension ends: July 30   2017",True,2017-06-20T17:35:59.000+0000,False,False,005G0000002gy4AIAQ,2017-06-20T13:44:25.000+0000,005G0000002gy4AIAQ,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613)294-9073,,allan@taylorfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000000xN32xIAC,0.0,False,,,,,,005G0000002gy4AIAQ,,,,,,,0.0,0.0,0.0,,False,3208.0
50016000012qhUBAAY,False,,00013180,003G0000018f7OtIAI,001G000000urN9oIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Open enrollement pour 5 EES June 1st, 2014",Medium,,True,2017-06-20T20:08:17.000+0000,False,False,005G0000002gxzsIAA,2017-06-20T20:08:07.000+0000,005G0000002gxzsIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(819)583-7018,,gestionvie@assurancesmproteau.ca,,,,,,,,,,,,,,,0.0,,0011600001lUggjAAC,0.0,False,,,,,,005G0000002gxzsIAA,,,,,,,0.0,0.0,0.0,,False,3208.0
50016000012qrprAAA,False,,00013181,003G000001EGDVmIAP,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Employee Wage Incorrectly Entered,Medium,"The client contact the advisor office to let them know that she had incorrectly entered in an employees salary as bi-weekly instead of monthly, which had increased the employees disability premiums by a large amount. The employees wage had been incorrect since June of 2016.

I was able to get an exception made to back date the refund of premiums to August of 2016 as that was the clients last renewal date and the mistake should have been noticed at that time.

The client came back asking for the remaining two months of premium to be reimbursed. I reached back out to HO to see what we could do. Unfortunately my request was declined as the client had several billing statements and a renewal to notice the mistake and we had already refunded premium past the standard four month rule.",True,2017-06-21T17:33:33.000+0000,False,False,00516000006Uq1BAAS,2017-06-21T17:32:53.000+0000,00516000006Uq1BAAS,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,,(306) 359-1044,none@none.net,,,,,,,,,,,,,,,0.0,,0011600001lUbnIAAS,0.0,False,,,,,,00516000006Uq1BAAS,,,,,,,0.0,0.0,0.0,,False,3207.0
50016000012qzIcAAI,False,,00013182,003G0000018f6QcIAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Small business tax rate,Medium,,False,,False,False,005G0000002heHMIAY,2017-06-22T01:44:18.000+0000,005G0000002heHMIAY,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(780)932-1463,(780) 932-1463,mike.stewart@ubboss.ca,(780)434-5841,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3207.0
50016000012r0H4AAI,False,,00013183,003G0000018f7TuIAI,001G000000urN2yIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#239711 - June 2017 - Ex-gratia Request,Medium,Id#57 - Request ex-gratia for a Major dental claim - crown was replaced prior to the 5 years - client not very happy.  Amount of ex-gratia is 50% coinsurance on a $909 claim ($454.50). Mg.,True,2017-06-22T11:54:07.000+0000,False,False,005G0000002gxymIAA,2017-06-22T11:54:01.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(613)226-1964,x 398,mhamilton@capcorp.ca,,,,,,,,,,,,,,,0.0,,0011600001lUcMOAA0,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3206.0
50016000012r3hNAAQ,False,,00013184,003G0000018f7TUIAY,001G000000urN3AIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,#270124 - June 2017 - Arrears - Lift Claims Suspension,Medium,Client 62 days in arrears - rec'd cheque and Charito Deborja agreed to lift claims suspension. Mg.,True,2017-06-22T15:46:34.000+0000,False,False,005G0000002gxymIAA,2017-06-22T15:46:28.000+0000,005G0000002gxymIAA,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(888) 720-2556,(613) 688-5999,david_mcculloch@ajg.com,,,,,,,,,,,,,,,0.0,,0011600001lUlqUAAS,0.0,False,,,,,,005G0000002gxymIAA,,,,,,,0.0,0.0,0.0,,False,3206.0
50016000012rBYVAA2,False,,00013229,003G000001B3o9CIAR,001G000000vkxPJIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,LTD claim for Beach #44,Medium,"LTD claims approached Adam asking that a retroactive salary request has been requested by the employee in regards to her LTD claim. they advised u/w approval needs to be obtained.

Emailed u/w and checked with the advisor for further details. As per advisor, they were not really aware of this and they also presented October renewal with overall NEM increase and did not have a reply to that or if any employees wanted to increase their NEM. It was also discussed that employee is at the NEM so any salary increase would not have made a difference.

Have recd reply from Maria Koropas that retroactive salary request cannot be considered. Details below:

 'I’ve reviewed this case and this is not a situation where we can approve updating the salary for this employee retroactively.   As you have indicated the employee is already at the  NEM, decisions were made to not apply for excess or increase NEM last year.

I am on board with  DMSO’s standard process to calculate benefits based on the amount for which premiums were paid in this case.'

Have again spoken to advisor about communicating this to employee and in conjunction with PA, they want GWL to speak to employee about NEM and how a salary increase will not affect the amount available. Frustration has also been expressed to me that GWL allowed this to escalate and also provided the employee with reported salary. 

Have emailed claims contacts, Barry and BettyLou, and asked for a phone number for Susan as currently have an email address. She will need to be advised and we need to advise advisor once completed.

Barry is away until July 4 so spoke to Kelly Smith in claims. She indicated Barry did advise client of NEM amount but she is unsure why salary increase adjustment requested if this will not increase benefits amount because of NEM. Advised I will email Barry and ask him to continue communication with client as salary increase not approved and PA has no record of receiving request to increase LTD amount.",True,2017-06-27T18:31:08.000+0000,False,False,005160000070kMqAAI,2017-06-23T00:14:48.000+0000,005160000070kMqAAI,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(250) 382-9236,,breanna@thewrightbros.com,(250) 382-3545,,,,,,,,,,,,,,0.0,,0011600001lUhQaAAK,0.0,False,,,,,,005160000070kMqAAI,,,,,,,0.0,0.0,0.0,,False,3206.0
50016000012rNgmAAE,False,,00013230,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate settlement,Medium,,True,2017-06-23T23:40:16.000+0000,False,False,005G0000002heHMIAY,2017-06-23T23:40:16.000+0000,005G0000002heHMIAY,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,3205.0
5005o000002PphSAAS,False,,03593768,003G0000018f6yEIAQ,0010A000002wP0sQAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,MER Calculations for David and Shirley Frykberg,Medium,PS2 with AMS of 0.5% 75/75.,True,2021-06-28T16:45:29.000+0000,False,False,0050A000001tS0eQAE,2021-06-28T16:45:29.000+0000,0050A000001tS0eQAE,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(604)764-6572,(604) 764-6572,michael@aingefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001tS0eQAE,,,,,,,0.0,0.0,0.0,,False,1739.0
5005o000002PpscAAC,False,,03593785,003G0000018f6yEIAQ,0010A000002wP0sQAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,MER Calculations for David and Shirley Frykberg - MF,,HNW mutual fund version of the previously done Seg fund MER calculation.,True,2021-06-28T16:48:13.000+0000,False,False,0050A000001tS0eQAE,2021-06-28T16:48:13.000+0000,0050A000001tS0eQAE,2023-12-15T04:17:04.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:04.000+0000,(604)764-6572,(604) 764-6572,michael@aingefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001tS0eQAE,,,,,,,0.0,0.0,0.0,,False,1739.0
5005o0000052JIgAAM,False,,04120507,0031600002QUd7XAAT,0010A000002wNqBQAU,,,,,,,,Open,,Phone,,#Stage 2 CFR,Medium,"Purpose: Discuss the CFR requirement changes; CapIntel, Client Express, etc.

Outcome: she is fine with it. she likes the idea of capintel as a tool to support her business and her client.",False,,False,False,00516000006lhj7AAA,2022-01-21T18:28:57.000+0000,00516000006lhj7AAA,2023-12-15T04:17:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:22.000+0000,(514)649-1380,,xiulisun.canada@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006lhj7AAA,,,,,,,0.0,0.0,0.0,,False,1532.0
5005o000005Yt2DAAS,False,,04322384,0030A0000029Xo6QAE,0010A000002vuRDQAY,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,UL conversion,Medium,$150K,False,,False,False,0050A000001jFmEQAU,2022-03-21T01:13:51.000+0000,0050A000001jFmEQAU,2023-12-15T04:17:44.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:44.000+0000,(403)309-9227,,,(866)550-4994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001jFmEQAU,,,,,,Quotation,0.0,0.0,0.0,,False,1474.0
5005o000005Yt2wAAC,False,,04322385,0030A0000029p3YQAQ,0010A000002vtltQAA,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,"$100K Perm, 38, S, M",Medium,"$2400 Annual premium, PAR/UL",False,,False,False,0050A000001jFmEQAU,2022-03-21T01:17:10.000+0000,0050A000001jFmEQAU,2023-12-15T04:17:44.000+0000,0050A000001ckRTQAY,2023-12-15T04:17:44.000+0000,(403)383-0512,,dulvij@gmail.com,(403)454-3775,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001jFmEQAU,,,,,,Quotation,0.0,0.0,0.0,,False,1474.0
5005o000005cIxeAAE,False,,04353742,0035o000005g02rAAA,0010A000002vuPXQAY,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Travail avec Nancy Lavergne pour Martin Davidson,Medium,,True,2022-03-29T15:22:51.000+0000,False,False,0050A000001o2QMQAY,2022-03-29T15:22:22.000+0000,0050A000001o2QMQAY,2023-12-15T04:18:08.000+0000,0050A000001ckRTQAY,2023-12-15T04:18:08.000+0000,(819)378-2371,(819) 475-7116,vincent.houle@ig.ca,(819)378-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2QMQAY,,,,,,,0.0,0.0,0.0,,False,1465.0
5005o000005uxXaAAI,False,,04506303,0030A0000029YoVQAU,0010A000002vyAdQAI,,,,,,,0120A0000004R7YQAU,Closed,,Phone,,-,Low,Not completed. Called and left voicemail at scheduled time.,True,2022-05-16T17:18:23.000+0000,False,False,0055o000001jr8XAAQ,2022-05-16T17:18:23.000+0000,0055o000001jr8XAAQ,2022-05-16T17:19:20.000+0000,0055o000001jr8XAAQ,2022-05-16T17:19:20.000+0000,,,david.brown@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001jr8XAAQ,,,,,,,0.0,0.0,0.0,,False,1417.0
5005o00000684BsAAI,False,,04618280,003G0000018f7xYIAQ,0015o000008CyeqAAC,,,,,,,,Closed - Responded,,Email,,CFR & Capintel Information,High,"RAE Jelena contacted to request information on CFR & Capintel process for the firm.
Provided links and processes to RAE - Jelena. June 23, 2022. Completed.",True,2022-06-23T18:51:13.000+0000,False,False,0055o000001pnuyAAA,2022-06-23T18:51:13.000+0000,0055o000001pnuyAAA,2024-02-26T19:33:18.000+0000,0055o0000019VX9AAM,2024-02-26T19:33:18.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001pnuyAAA,,,,,,,0.0,0.0,0.0,,False,1379.0
5005o000007E2NCAA0,False,,05035931,,0010A000002wPEmQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,General - Client Requests  -,Medium,,True,2022-11-14T14:08:54.000+0000,False,False,0050A000000IUq9QAG,2022-11-14T14:08:54.000+0000,0050A000000IUq9QAG,2022-11-15T00:16:20.000+0000,005G0000002h3jmIAA,2022-11-15T00:16:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000IUq9QAG,,,,,,,1.0,0.0,0.0,,False,1235.0
5005o000007KaIYAA0,False,,05097751,,0010A000002wP1fQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,All Benefits - Other - Plan Member,Medium,,True,2022-11-25T16:23:33.000+0000,False,False,0050A000000fqLKQAY,2022-11-25T16:23:33.000+0000,0050A000000fqLKQAY,2025-01-28T17:58:56.000+0000,0050A000001TA3IQAW,2025-01-28T17:58:56.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000fqLKQAY,,,,,,,3.0,0.0,0.0,,False,1224.0
5005o000007k53zAAA,False,,05529766,,0010A000002wN1EQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Drugs - Claim Information  - Field Office/Broker/Agent,Medium,thank you reply,True,2023-01-16T23:39:23.000+0000,False,False,0050A000000IUqPQAW,2023-01-16T23:39:23.000+0000,0050A000000IUqPQAW,2023-01-17T01:58:35.000+0000,005G0000002h3jmIAA,2023-01-17T01:58:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000IUqPQAW,,,,,,,1.0,0.0,0.0,,False,1172.0
5005o000007oplBAAQ,False,,05658515,,0010A000002wR4QQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other -,Medium,,True,2023-01-26T21:59:18.000+0000,False,False,0055o000001kF0OAAU,2023-01-26T21:59:18.000+0000,0055o000001kF0OAAU,2023-01-27T01:56:16.000+0000,005G0000002h3jmIAA,2023-01-27T01:56:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001kF0OAAU,,,,,,,1.0,0.0,0.0,,False,1162.0
5005o000007s7NgAAI,False,,05746841,,0010A000002wSkPQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,All Benefits -,Medium,register for grs,True,2023-02-03T18:31:58.000+0000,False,False,0055o0000020CoeAAE,2023-02-03T18:31:58.000+0000,0055o0000020CoeAAE,2023-02-03T18:31:59.000+0000,0055o0000020CoeAAE,2023-02-03T18:31:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000020CoeAAE,,,,,,,0.0,0.0,0.0,,False,1154.0
5005o000007xvWKAAY,False,,05927837,,0010A000002wPAmQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,General - Other - Field Office/Broker/Agent,Medium,,True,2023-02-21T19:32:53.000+0000,False,False,0050A000000IUqPQAW,2023-02-21T19:32:53.000+0000,0050A000000IUqPQAW,2023-02-22T03:10:27.000+0000,005G0000002h3jmIAA,2023-02-22T03:10:27.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000IUqPQAW,,,,,,,1.0,0.0,0.0,,False,1136.0
5005o000007ynemAAA,False,,05981385,,0010A000002wPAmQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Drugs - Other - Field Office/Broker/Agent,Medium,thank you reply,True,2023-02-25T22:58:31.000+0000,False,False,0050A000000IUqPQAW,2023-02-25T22:58:31.000+0000,0050A000000IUqPQAW,2023-02-26T02:53:20.000+0000,005G0000002h3jmIAA,2023-02-26T02:53:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000IUqPQAW,,,,,,,1.0,0.0,0.0,,False,1132.0
5005o000008L4F8AAK,False,,06967870,0030A0000029kORQAY,0010A000002wQV2QAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Plan Member,Medium,,True,2023-06-05T17:18:20.000+0000,False,False,0050A000001u8V9QAI,2023-06-05T17:18:20.000+0000,0050A000001u8V9QAI,2023-06-06T08:27:38.000+0000,0050A000001TA3IQAW,2023-06-06T08:27:38.000+0000,(905)836-7084,(905) 392-1652,mcphersonfinancial@sympatico.ca,(905)836-7025,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001u8V9QAI,,,,,,,1.0,0.0,0.0,,False,1032.0
5005o000008NcNSAA0,False,,07105151,0030A0000076lrsQAA,0015o000008CybcAAC,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,IFA case study,Medium,Advisor talked to a prospect (business owner) about IFA strategy. The client seemed to be interested. We will work together for some proposals.,False,,False,False,0055o000002A9p2AAC,2023-06-16T20:58:44.000+0000,0055o000002A9p2AAC,2023-12-15T04:21:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:21:58.000+0000,(416)902-9836,(416) 902-9836,jovan@jovanfinancial.com,(905)475-5578,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002A9p2AAC,,,,,,,0.0,0.0,0.0,,False,1021.0
5005o000008PTdVAAW,False,,07188386,0035o000005I2l9AAC,0010A000003S63hQAC,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,GIO for business owner client,Medium,"Wanted to understand options for client with idle cash - had never heard of GIO's as an alternative. Discussed features and benefits vs. GIC's. Client confirmed accepted deal and we are proceeding with paperwork for $1,000,000 on a 1 year term.",True,2023-06-27T02:05:30.000+0000,False,False,0055o000002FBjHAAW,2023-06-25T04:03:04.000+0000,0055o000002FBjHAAW,2023-12-15T04:22:13.000+0000,0050A000001ckRTQAY,2023-12-15T04:22:13.000+0000,(403)809-4890,,lindsay@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002FBjHAAW,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,1013.0
5005o000008PTlmAAG,False,,07188394,0030A0000029YTzQAM,0010A000002vtp3QAA,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,HNW Estate Planning,Medium,Client is long term with Colleen - over 30 years. They are selling off farm to children. Moved from Strathmore to Victoria and wife has terminal cancer. Contacted Colleen to discuss opportunities she's working on and she thought of this particular client as she has been struggling to figure out how to help clients plan while establishing relationship with children. Client's significantly risk paying avoidable taxes and potential for family conflict if not planned for properly.  We are working on a plan to visit the client's after we gather more information on their estate.,False,,False,False,0055o000002FBjHAAW,2023-06-25T04:26:20.000+0000,0055o000002FBjHAAW,2023-12-15T04:22:13.000+0000,0050A000001ckRTQAY,2023-12-15T04:22:13.000+0000,(403)934-5025,,colleen@swagars.ca,(403)934-5047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002FBjHAAW,,,,,,Marketing Piece,0.0,0.0,0.0,,False,1013.0
5005o000008Q3LTAA0,False,,07216143,0030A0000029YTzQAM,0010A000002vtp3QAA,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Event for Business Owner Succession Planning,Medium,"Organize an event for Colleen's current and prospective client's who are looking to sell/exit their business (Farming included).

Colleen is working on a short-list to gauge interest. Will work on scripting, agenda and logistics once we understand interest.",False,,False,False,0055o000002FBjHAAW,2023-06-27T19:05:05.000+0000,0055o000002FBjHAAW,2023-12-15T04:22:19.000+0000,0050A000001ckRTQAY,2023-12-15T04:22:19.000+0000,(403)934-5025,,colleen@swagars.ca,(403)934-5047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002FBjHAAW,,,,,,,0.0,0.0,0.0,,False,1010.0
5005o000008RhVHAA0,False,,07296637,0030A0000029kzaQAA,0010A000002wSRZQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental - Coverage  - Plan Member,Medium,,True,2023-07-05T12:43:27.000+0000,False,False,0055o000001rriRAAQ,2023-07-05T12:43:27.000+0000,0055o000001rriRAAQ,2023-07-05T12:43:27.000+0000,0055o000001rriRAAQ,2024-06-19T03:03:45.000+0000,(418)728-9145,,daniel.leclerc@sfl.qc.ca,(418)415-0589,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001rriRAAQ,,,,,,,0.0,0.0,0.0,,False,1002.0
5005o000008S89CAAS,False,,07332721,0035o000007H72ZAAS,0010A00000ANLkfQAH,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,illustration comparison,Medium,"52MNS wants to use back-to-back annuity strategy to fund life insurance.
1 million goes to annuity for basic premium, $0.5M USD goes to annuity for ADO.
Two plans were presented to advisor.",False,,False,False,0055o000002A9p2AAC,2023-07-06T17:51:01.000+0000,0055o000002A9p2AAC,2023-12-15T04:23:14.000+0000,0050A000001ckRTQAY,2023-12-15T04:23:14.000+0000,(416)818-8835,,paul@paulchancpa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002A9p2AAC,,,,,,,0.0,0.0,0.0,,False,1001.0
5005o000008UgQlAAK,False,,07499974,0030A00000ACZDWQA5,0010A000004jnKUQAY,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Family protection plan,Medium,"Case work

1. Grandparents want to transfer some assesst to their son. They could buy a life insurance for the son or for the grand daughter 
or themselves. (Estimate cash on hand $1M)


2. Dad and mon each has $1M life policy, T10 (2021). They want to buy life insurance for the daugther (and maybe themselves). 
Annual premium budget $50,000.

DOB:
Grandpa： Male， Aug 07，1959
Grandma： Female， Jan 04，1959
Husband： Male， Apr 11 1986
Wife： Female， Mar 12 1981
Daughter： Female， Oct 17，2019

July.13th: Advisor request term conversion illustrations.",False,,False,False,0055o000002A9p2AAC,2023-07-17T15:52:22.000+0000,0055o000002A9p2AAC,2023-12-15T04:25:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:25:17.000+0000,(226)339-1620,,hairongchen@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002A9p2AAC,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,990.0
5005o000008Uhd0AAC,False,,07499706,0035o000007H72ZAAS,0010A00000ANLkfQAH,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,illustration comparison,Medium,"-Client: 47 MNS looking for $4M coverage. Looking to pay premium for 10 years, planned annual premium $100k.

-Client wants to increase coverage to $5M.",False,,False,False,0055o000002A9p2AAC,2023-07-17T15:46:45.000+0000,0055o000002A9p2AAC,2023-12-15T04:25:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:25:20.000+0000,(416)818-8835,,paul@paulchancpa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002A9p2AAC,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,990.0
5005o000008VYJaAAO,False,,07591000,0030A0000029q4VQAQ,0010A000002vuIoQAI,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,illustration comparison,Medium,"Advisor wants to compare UL YRT85 and level pay. 
The client is 62FNS. Client is using corp to fund and the purpose is to leave inheritance / settle taxes / create more CDA so more can be withdrawn from corp tax free upon death.",False,,False,False,0055o000002A9p2AAC,2023-07-21T15:26:34.000+0000,0055o000002A9p2AAC,2023-12-15T04:26:35.000+0000,0050A000001ckRTQAY,2023-12-15T04:26:35.000+0000,(905)597-7780,(416) 828-5822,cherryhwcheung@gmail.com,(905)597-7782,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002A9p2AAC,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,986.0
5005o000008WgmzAAC,False,,07694064,0030A0000062I8qQAE,0010A000006ms22QAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2023-07-27T16:58:45.000+0000,False,False,0055o000002GHnRAAW,2023-07-27T16:58:45.000+0000,0055o000002GHnRAAW,2023-07-27T16:58:45.000+0000,0055o000002GHnRAAW,2023-07-27T16:58:45.000+0000,(905)475-0122,(647) 394-3339,planning@shanshanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002GHnRAAW,,,,,,,0.0,0.0,0.0,,False,980.0
5005o000008WmIfAAK,False,,07705873,0030A0000029jYSQAY,0010A000002vtltQAA,,,,,,Annuity,012G00000012AYWIA2,In Progress,End Client Question,Email,,Deferred Annuity for DB Pension Plan,Medium,"HI Ranvir
 
I need your help.  One of my clients has a defined Benefit plan with TC and would like to transfer out and get the deferral Annuity contract.  I have attached her package and the information.  Could you please provide her options?  I need the quote and the admin procedure as well.  You can reach me at 403 681 1788.",False,,False,False,0055o000002FBjHAAW,2023-07-27T22:51:09.000+0000,0055o000002FBjHAAW,2023-12-15T04:27:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:27:58.000+0000,(403)681-1788,,simon.ma@dfsin.ca,(403)265-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002FBjHAAW,,,,,,,0.0,0.0,0.0,,False,980.0
5005o000008ZzDWAA0,False,,07981917,0030A0000029V86QAE,0010A000002vuQcQAI,,,,,,Annuity,012G00000012AYWIA2,In Progress,End Client Question,In Person,,Annuity Quote,Medium,Richard working on quote with lead advisor. Follow-up on Friday.,False,,False,False,0055o000002FBjHAAW,2023-08-14T21:55:49.000+0000,0055o000002FBjHAAW,2023-12-15T04:31:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:18.000+0000,(403)253-4840,,nathan.giesbrecht@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002FBjHAAW,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,962.0
5005o000008aPRFAA2,False,,08025286,0030A0000029kwyQAA,0010A00000BjJHAQA3,,,,,,Annuity,012G00000012AYWIA2,In Progress,Complex Case,Email,,Annuity Quote,High,$5MM annuity for client funded through Trust. Need advisor code for advisor under personal name in Manitoba. Need to be able to withhold taxes and submit to CRA on client's behalf.,False,,False,False,0055o000002FBjHAAW,2023-08-16T19:52:40.000+0000,0055o000002FBjHAAW,2023-12-15T04:31:25.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:25.000+0000,(780)440-2299,(780) 945-7912,shawn@cbawealth.com,(780)440-3477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002FBjHAAW,,,,,,Quotation,0.0,0.0,0.0,,False,960.0
500G000000DJI8cIAH,False,,00001183,003G0000018f7cWIAQ,001G000000urNBsIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,In Person,,Introduction and GWL Value Prop Meeting,Medium,,True,2013-03-05T22:06:38.000+0000,False,False,005G0000002gyD9IAI,2013-03-05T22:06:28.000+0000,005G0000002gyD9IAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519) 690-1452,,cbedard@mcfbedard.com,(519) 690-1463,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyD9IAI,,,,,,Concept,0.0,0.0,0.0,,False,4776.0
500G000000DJOxVIAX,False,,00001184,003G0000018f7tsIAA,001G000000urN2gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,new sales March 1,Medium,Corus Gold,True,2014-03-05T18:58:10.000+0000,False,False,005G0000002gxxFIAQ,2013-03-06T20:53:04.000+0000,005G0000002gxxFIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(604) 714-4406,,jdemelo@trggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxFIAQ,,,,,,,0.0,0.0,0.0,,False,4775.0
500G000000DJqliIAD,False,,00001186,003G0000018f7MHIAY,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Asset retention case,Medium,Connected with Elie on retention of a $35k case that he's received notice of may be transferring out.  Asked if help required to keep in house.,True,2013-03-11T17:48:43.000+0000,False,False,005G0000002gy5oIAA,2013-03-11T17:48:00.000+0000,005G0000002gy5oIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,Scotiabank,Other,,,0.0,,,0.0,False,Scotiabank,,,,,005G0000002gy5oIAA,,,,,,,0.0,0.0,0.0,,False,4770.0
500G000000DJqnxIAD,False,,00001185,003G0000018f7GlIAI,0015o000008Cyi9AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,HNW case,Medium,"Portfolio analysis required for openers on case worth $524,748.",True,2013-03-20T16:08:26.000+0000,False,False,005G0000002gy5oIAA,2013-03-11T17:43:09.000+0000,005G0000002gy5oIAA,2025-01-24T13:54:25.000+0000,0055o0000019VX9AAM,2025-01-24T13:54:25.000+0000,(519)804-9990,(519) 589-1054,lisa@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,Moved to opportunities as required,,,,,005G0000002gy5oIAA,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4770.0
500G000000DJrjJIAT,False,,00001188,003G0000018f6qLIAQ,001G000000urMmxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Case Marilyn and Allen Carpenter > $500K,Medium,"Client has funds with Joe and has provided him with an incoem and expense statement as well as assets and liabilities information. 
Client has 500K at other institutions and has come to Joe to see why he should move these assets to F55.",True,2013-07-24T20:38:13.000+0000,False,False,005G0000002gy1jIAA,2013-03-11T18:43:33.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(250)753-9955,(250) 756-6835,joe.allen@freedom55financial.com,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4770.0
500G000000DJuDiIAL,False,,00001189,003G0000018f6ohIAA,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,New Case from Keith,Medium,"Have a buddy with a business in Burlington who is planning on retiring soon. Could we set up a meeting at Burlington office with him or even go out for a lunch. He seems to have access to some cash soon. We were at a bar together so things could need a little clarifying, but he mentioned $ 4 million when I suggested he'd need at least $100 K after tax to live on.

He pays about $5 K / month on his insurance.",True,2013-05-29T12:36:06.000+0000,False,False,005G0000002gy9PIAQ,2013-03-11T23:52:11.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,905-682-2651,,keith.mackenzie@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,,0.0,0.0,0.0,,False,4770.0
500G000000DJutuIAD,False,,00001190,003G0000018f7COIAY,001G000000urMsMIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,HNW Case - Sylvain Garceau,Medium,,True,2013-09-18T16:55:04.000+0000,False,False,005G0000002gy8MIAQ,2013-03-12T02:06:43.000+0000,005G0000002gy8MIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,National Bank,Other,,,0.0,,,0.0,False,National Bank,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4770.0
500G000000DJv1AIAT,False,,00001191,003G0000018f6USIAY,001G000000urMwbIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,HNW Case -,Medium,,True,2013-06-05T14:26:36.000+0000,False,False,005G0000002gy8MIAQ,2013-03-12T02:50:05.000+0000,005G0000002gy8MIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(819)923-6656,,michel.rainville@gestaltfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,4770.0
500G000000DJw9zIAD,False,,00001192,003G0000018f6bJIAQ,001G000000urMvMIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,Client has $500k in his corp and another $50k per year to save. Wants a portfolio that will grow towards his retirement at 65. Looking at Corp Class funds with a tactical allowance to them. Committed to delivering a allocation and projections with a 4%ROR.,True,2013-04-05T14:55:37.000+0000,False,False,005G0000002gy9PIAQ,2013-03-12T10:26:18.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519) 578-3875 x 224,,tom@vanceafinancial.com,,,,,,,,,,,US,Other,,,0.0,,,0.0,False,US,,,,,005G0000002gy9PIAQ,,,,,,,3.0,0.0,0.0,,False,4769.0
500G000000DJxiGIAT,False,,00001193,003G0000018f6t6IAA,001G000000urMqRIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,3rd party fund case,Medium,Client has a selection of funds elsewhere and is focused on return.  Tim is trying to build a financial plan and get the client's focus off of fund performance and more onto the plan.  Client is hesitant to move forward without an idea of portfolio recommendation.  Sat down with Tim and showed through Prostation how the recommended portfolio through us compares favourably to the client's current portfolio.  Tim is meeting with the client this afternoon.,True,2013-03-14T18:48:42.000+0000,False,False,005G0000002gy9PIAQ,2013-03-12T14:52:56.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(855)595-4396,905-835-0778,tmorrison@hfwm.ca,,,,,,,,,,,Credential,Other,,,0.0,,,0.0,False,Credential,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document;Presentation,3.0,0.0,0.0,,False,4769.0
500G000000DJzBMIA1,False,,00001195,003G0000018f7eOIAQ,001G000000urN4HIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Test,Low,,True,2013-03-13T19:57:42.000+0000,False,False,005G0000002gy8cIAA,2013-03-12T17:02:32.000+0000,005G0000002gy8cIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416) 252-8854,(647) 677-0789,gvk@wc1.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8cIAA,,,,,,Marketing Piece;Analysis Document;Presentation,0.0,0.0,0.0,,False,4769.0
500G000000DJzodIAD,False,,00001196,003G0000018f7GoIAI,001G000000urMqzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Marketing Material,Medium,Searching for marketing material to address concerns of rising interest rates for Bond Funds.,True,2013-03-12T18:08:13.000+0000,False,False,005G0000002gyBsIAI,2013-03-12T18:07:05.000+0000,005G0000002gyBsIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416)491-1771X229,(905) 409-0785,john@corpsolutionsteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBsIAI,,,,,,Presentation,0.0,0.0,0.0,,False,4769.0
500G000000DK06mIAD,False,,00001197,003G0000018f6zjIAA,001G000000urMpKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,HNW Client with no Ins.,High,"Client to recieve 25M from trust over a number of years
Jim Fockens F55 DBD also involved
Jim has requested proposals for Asset Transfer using 50K/10 yrs prem and alt for 150K for 10 yrs prem

Client is 57 M SM
Also planning/ins opportunities for 28yr old son as well as a spouse who has a step-son to protect.

Jim wants to look at 100K total deposited into a policy for the 28 MNS

Jim and John to meet with client for followup mtg before end of March and will determine if TEP need to be involved.",True,2015-09-10T13:22:16.000+0000,False,False,005G0000002hucqIAA,2013-03-12T18:36:42.000+0000,005G0000002gxyhIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,705-728-5551,,john.jackson@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hucqIAA,,,,,,,0.0,0.0,0.0,,False,4769.0
500G000000DK0aPIAT,False,,00001198,003G0000018f73EIAQ,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Dossier Beaudin,High,"Suite au recommandations de JPB, préparer illustrations produit permanents et Temporaire en comparant avec GWL.  Montré comment utilisé Multiplan pour aider présentation de produits au client.  Possibilité de ventes: 1 produit permanent pour Mme.  1 T20 pour M. +soit un permanent 2e décès ou un permnent pour M.
Prime possible environ $12,000 annuel.",True,2013-10-30T18:33:12.000+0000,False,False,005G0000002gxzjIAA,2013-03-12T20:18:58.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,450-928-1321,,marjolaine.regis@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4769.0
500G000000DK10CIAT,False,,00001199,003G0000018f6riIAA,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Dossier Stratford,High,"PRendre l'info le 14 mars pour remettre à JPB.
Recommendations requise au niveau placements et au niveau assurance vie.  La conseillère voit une grosse prime d'assurance vie, mais le besoin ne semble pas établie.",True,2013-10-30T18:37:21.000+0000,False,False,005G0000002gxzjIAA,2013-03-12T20:22:37.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,819-346-5224,,jacqueline.delisle@freedom55financial.com,,,,,,,,,,,Desjardins,Desjardins,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4769.0
500G000000DK1IvIAL,False,,00001201,003G0000018f6SbIAI,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Quick Pay - Compare LP10 to 20 Pay RPU,Medium,"Client is looking to shelter 500k from tax.  Looking to fund policy as quickly as possible.

Forwarded an RPU, MP Comparison, IAT",True,2015-10-30T15:16:11.000+0000,False,False,00516000006a7fIAAQ,2013-03-12T21:07:12.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(705)242-7604,(705) 931-0325,judy@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006a7fIAAQ,,,,,,,1.0,0.0,0.0,,False,4769.0
500G000000DK1oHIAT,False,,00001206,003G0000018f6jHIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,N series case for $585k,High,Kelvin prepared proposal. I need to go through it with him,True,2013-03-15T02:03:45.000+0000,False,False,005G0000002gy7yIAA,2013-03-12T23:44:22.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905) 276-1177 x482,(416) 909-1915,saleh.aldouri@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,3.0,0.0,0.0,,False,4769.0
500G000000DK2LxIAL,False,,00001203,003G0000018f6WkIAI,001G000000urMpKIAU,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Risk of GIC's,Medium,Wanted marketing material to compare long term risks of investing in GIC's,True,2013-03-12T23:07:20.000+0000,False,False,005G0000002gy29IAA,2013-03-12T23:07:20.000+0000,005G0000002gy29IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(705)720-1475,,tony@retirerite.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy29IAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4769.0
500G000000DK2WMIA1,False,,00001202,003G0000018f6o2IAA,001G000000urMpPIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Portfolio Review,Medium,Clients The Hewitts HNW proposal,True,2013-09-27T17:48:41.000+0000,False,False,005G0000002gy29IAA,2013-03-12T23:03:47.000+0000,005G0000002gy29IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(705)728-2070,(705) 330-1964,doug@calowbenefits.com,,,,,,,,,,,none,Other,,,0.0,,,0.0,False,none,,,,,005G0000002gy29IAA,,,,,,Marketing Piece;Analysis Document;Presentation;Concept,0.0,0.0,0.0,,False,4769.0
500G000000DK2irIAD,False,,00001208,003G0000018f6h5IAA,001G000000urMvPIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Joint last to die case,High,"spoke with Nomand, the wife was declined with possibility of reconsideration of 300%. I prepared three RPU scenarios assuming Normand places as is, 300% or just the husband.",True,2013-03-21T00:12:55.000+0000,False,False,005G0000002gyBaIAI,2013-03-12T23:54:41.000+0000,005G0000002gyBaIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(450)688-0998X329,(514) 234-1217,normand.chadwick@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBaIAI,,,,,,Quotation,0.0,0.0,0.0,,False,4769.0
500G000000DK2vJIAT,False,,00001209,003G0000018f6mlIAA,001G000000urMsHIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Rpu,High,Propose à ses clients de faire des Rpu après 7 à ans. Dois lui présenter la vie universelle capitalisee pour eviter la taxation à ses clients,False,,False,False,005G0000002gyBaIAI,2013-03-13T01:38:16.000+0000,005G0000002gy4mIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(514)931-4242,(514) 576-6118,lou@yongtrust.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBaIAI,,,,,,,0.0,0.0,0.0,,False,4769.0
500G000000DK35vIAD,False,,00001210,003G0000018f72MIAQ,001G000000urMtTIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Phone,,End Client Question,Medium,"Dossier pour transfert de police de opco à holdco , Martin galipeau",False,,False,False,005G0000002gyBaIAI,2013-03-13T01:45:07.000+0000,005G0000002gy4mIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(819)307-7477,(819) 712-1033,francois.saumure@sgpp.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBaIAI,,,,,,Presentation,0.0,0.0,0.0,,False,4769.0
500G000000DK3AMIA1,False,,00001212,003G0000018f81SIAQ,001G000000urNCeIAM,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Testing,Medium,Testing Again,True,2013-03-13T04:32:29.000+0000,False,False,005G0000002gy90IAA,2013-03-13T04:32:05.000+0000,005G0000002gy90IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy90IAA,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4769.0
500G000000DK3C8IAL,False,,00001211,003G0000018f6fdIAA,001G000000urMtaIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,End Client Question,Phone,,Preferred Series,Medium,Call with Claude about a case.  Client has currently about $267K in LL segs (RSP).  Client wants to leave and transfer his assets to NBF. I will meet with Claude and the client to position LL and QGOF Preferred Series. LL segs for RSP assets + QGOF Corp. Class for non-reg assets at NBF (about $1MM).,False,,False,False,005G0000002gy7iIAA,2013-03-13T03:54:42.000+0000,005G0000002gy7iIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(418) 622-7077 x205,(418) 559-2788,claude.audet@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7iIAA,,,,,,,0.0,0.0,0.0,,False,4769.0
500G000000DK3V9IAL,False,,00001213,003G0000018f7FEIAY,001G000000urMr9IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"(C) Salkeld, Jennifer",Medium,,True,2013-03-13T18:29:43.000+0000,False,False,005G0000002gy90IAA,2013-03-13T04:38:28.000+0000,005G0000002gy90IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(647)290-0676,(647) 290-0676,bruce@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy90IAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4769.0
500G000000DK4iHIAT,False,,00001214,003G0000018f6Y5IAI,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Medium,Client has invested in an exempt market investment and wanted to know if they could transfer the investments to Bob.  I reviewed the contract and their is no market to sell them and they signed that there might never be a market to sell the investment.  Obviously it can't be accommodated but it also appears they can't liquidate the investment either.,True,2013-03-13T13:02:35.000+0000,False,False,005G0000002gy9PIAQ,2013-03-13T13:02:06.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)988-8530,,robert@rgfraseragency.ca,,,,,,,,,,,Wilton Investments,Other,,,0.0,,,0.0,False,Wilton Investments,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4768.0
500G000000DK4srIAD,False,,00001215,003G0000018f6bhIAA,001G000000urMqsIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,"(C) Hogan, Mary",Medium,"Referred by John Macpherson

Non-Reg: $566K
Registered: $438K",True,2013-03-13T18:05:21.000+0000,False,False,005G0000002gy90IAA,2013-03-13T13:49:07.000+0000,005G0000002gy90IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy90IAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4768.0
500G000000DK5AkIAL,False,,00001216,003G0000018f7MVIAY,001G000000urMrYIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,"(C) Sanderson, Elanor & Robert",Medium,"Referred by Fraser Maxwell

$11 Million portfolios with 6 different FIs",True,2013-03-13T18:47:08.000+0000,False,False,005G0000002gy90IAA,2013-03-13T13:55:54.000+0000,005G0000002gy90IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,705-745-1324,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy90IAA,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4768.0
500G000000DK5AnIAL,False,,00001219,003G0000018f6ilIAA,001G000000urMrTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,RRIF Meltdown,Medium,"Advisor is meeting with an Estate Lawyer (COI) to discuss potential opportunities.

Peter requested a generic 60MNS RRIF Meltdown, IAT.

Peter is meeting with client March 13.  Follow up at the end of week.",True,2015-10-30T15:18:23.000+0000,False,False,00516000006a7fIAAQ,2013-03-13T14:12:42.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)391-3321,(905) 391-3321,peter@durhamfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006a7fIAAQ,,,,,,,0.0,0.0,0.0,,False,4768.0
500G000000DK5DZIA1,False,,00001217,003G0000018f7LRIAY,001G000000urMrMIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,"(C) Hubel, Martin",Medium,"Referred by JP Beaudoin

•The client has $300 K with Scotia currently 
•Approximately $200K with us now (Quadrus/London) 
•And is anticipating approximately $500 K in inheritance in the next 3- 5 years (which is built into the Navi Plan)",True,2013-03-13T18:47:34.000+0000,False,False,005G0000002gy90IAA,2013-03-13T14:01:29.000+0000,005G0000002gy90IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(289)301-4249,,anthony@viscontifinancial.ca,(905)470-5578,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy90IAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4768.0
500G000000DK5ewIAD,False,,00001221,003G0000018f6jRIAQ,001G000000urMpVIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Question on Investing in Precious Metals and Resources Funds,Low,"Wanted more information on Why to invest in the above funds, support for long term focus of investment strategy with these funds.",True,2013-03-13T15:18:20.000+0000,False,False,005G0000002gy29IAA,2013-03-13T15:17:18.000+0000,005G0000002gy29IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(705)790-5179,(705) 790-5179,mathew@athertonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy29IAA,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4768.0
500G000000DK5usIAD,False,,00001220,003G0000018f7OIIAY,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Sale of property looking to ACFS,Medium,"Client wants to compare leaving proceeds of a sale of property (120k) in non-reg against insurance for an ACFS.

Ran ACFS and forwarded details to advisor.",True,2015-10-30T15:18:48.000+0000,False,False,00516000006a7fIAAQ,2013-03-13T15:16:32.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,705-745-1324,,jim.hillock@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006a7fIAAQ,,,,,,,0.0,0.0,0.0,,False,4768.0
500G000000DK5vXIAT,False,,00001224,003G0000018f7FmIAI,001G000000urMqwIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Potential Buy Sell Case,Medium,Adam mentioned tha the had a potential DI and Life Buy-sell case. He is currently getting more information. I notified Jordy Harness that this oportunity would require her assistance. I will follow up with Adam when I speak to him next week about other opportunities.,True,2013-03-13T16:58:03.000+0000,False,False,005G0000002gyBtIAI,2013-03-13T16:57:48.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(647)260-2501,(416) 833-6926,adam@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4768.0
500G000000DK64YIAT,False,,00001222,003G0000018f760IAA,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,Andy asked me to look at the client's current portfolio and make some recommendations of moving the funds to us.  I used Globeadvisor Prostation to look at the portfolio and compare it to a Balanced Seg Fund portfolio.  I prepared the reports and sent them back to him with my comments.  The client has a $20K capital gain that would be triggered by repositioning so the benefits of the seg fund vs. the mutual funds he currently owns needs to be greater than the triggering of upwards of $5000 in income taxes owed.,True,2013-03-13T15:34:19.000+0000,False,False,005G0000002gy9PIAQ,2013-03-13T15:33:55.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)358-2761,,andrew.fruci@frucifinancial.ca,,,,,,,,,,,RBC DS,Other,,,0.0,,,0.0,False,RBC DS,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4768.0
500G000000DK68FIAT,False,,00001223,003G0000018f7FmIAI,001G000000urMqwIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Provided Adam Information on WLRPs,Low,"I identified that Adam has a couple ""groups"" that he has established. I mentioned the WLRP concept, he seemed quite interested. I reviewed how they worked and how to set them up.",True,2013-03-13T16:54:18.000+0000,False,False,005G0000002gyBtIAI,2013-03-13T16:53:48.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(647)260-2501,(416) 833-6926,adam@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4768.0
500G000000DK6xxIAD,False,,00001225,003G0000018f6rYIAQ,001G000000urMquIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Problem with premium from recently placed DI case McGoldrick Kevin,High,Premium being removed from clients account is different then initially quoted. I've contacted the underwriter and CCed Marian to pull the file and we will try to find the discrepency in the price difference. I will respond to Jeff when Ron has pulled the file,True,2013-03-13T17:06:20.000+0000,False,False,005G0000002gyBtIAI,2013-03-13T17:06:02.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)475-0122,(905) 506-0600,jsleep@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4768.0
500G000000DK8KdIAL,False,,00001226,003G0000018f6YuIAI,001G000000urMrTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Inforce JLTD Policy Save,Medium,Client wanted to look at ACFS for their current situation.  Client is wanting to look at comparison of RRSP deposit against funding life insurance.,True,2013-04-15T21:52:35.000+0000,False,False,005G0000002gy4VIAQ,2013-03-13T19:19:34.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)728-4315,(905) 424-0984,greg@gbfplanning.ca,(905)721-8287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4768.0
500G000000DK9NpIAL,False,,00001227,003G0000018f6ttIAA,001G000000urMrJIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Robyn DI/CI,Low,"Manager, Wendy's
Has group benefits
Approximate earnings $30K
NS ?
Age 20 ?",True,2013-03-15T20:25:18.000+0000,False,False,005G0000002gy9EIAQ,2013-03-13T21:07:16.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,905-475-0122,,yung.cheng@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4768.0
500G000000DK9ftIAD,False,,00001228,003G0000018f7CsIAI,001G000000urMquIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Corporate Life Insurance Solutions Introduction,Medium,"We had a mini training session on corporate life insurance solutions. I walked them through the corporate life insurance, its benefits, how it works and why its important. We also discussed corporate asset and the benefits of diversifying those assets. In the end we talked about how you would open a corporate life insurance case with clients and where you would bring in a sales consultant/advanced case consultant.",True,2013-10-02T20:23:45.000+0000,False,False,005G0000002gyBtIAI,2013-03-13T21:39:40.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,416-291-0451,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4768.0
500G000000DK9iEIAT,False,,00001229,003G0000018f7CsIAI,001G000000urMquIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Reviewed Current Underwriting DI Requirements,Medium,Michael and I reviewed his correspondents with Marian about his current DI policy in underwriting. There was a mix up from the paramedical ordered by LL and what was required in the paramedical from GWL. Marian is conversing with the underwriter to see if the additional information missing from there paramedical will require another nurse visit or if we can get it any other way. I've asked Michael to CC me in on his response from Marian.,True,2015-10-30T15:07:33.000+0000,False,False,005G0000002gy9EIAQ,2013-03-13T21:43:40.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,416-291-0451,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4768.0
500G000000DK9jWIAT,False,,00001230,003G0000018f705IAA,001G000000urMquIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Introducotion To Corporate Life Insurance Mini Trianing Session,Medium,"We had a mini training session on corporate life insurance solutions. I walked them through the corporate life insurance, its benefits, how it works and why its important. We also discussed corporate asset and the benefits of diversifying those assets. In the end we talked about how you would open a corporate life insurance case with clients and where you would bring in a sales consultant/advanced case consultant. Noel thought of immediate clients he would be able to speak to about corporate life insurance. I am going to forward the corporate fact find along with the advisor guide to the corporate fact find.",False,,False,False,005G0000002gy9EIAQ,2013-03-13T21:46:06.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,416-291-0451,,noal.korman@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4768.0
500G000000DK9rqIAD,False,,00001231,003G0000018f7IxIAI,001G000000urMquIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Reviewed differences between Econolife 10 year guarantee and lifetime guarantee,Low,Peny had some questions about an inforce case. She was wondering about how the different econolife options affected the guaranteed cash value and the death benefit. I showed her the differences on the Multiplan to help illustrate the concepts.,False,,False,False,005G0000002gy9EIAQ,2013-03-13T22:08:34.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416)569-3280,(416) 569-3280,peny@axiomfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,1.0,0.0,0.0,,False,4768.0
500G000000DK9wkIAD,False,,00001232,003G0000018f79sIAA,001G000000urMquIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Questions on inforce policy and new sale oportunities,Low,Looked at canceling an old Par policy with a large policy loan and underwrite the client for new coverage. Looked at various options including doing a policy change and current rate change to eliminate the loan balance. Looked at underwriting requirements for client suffering from colitis. Spoke with Chuck about what type of rating we could expect. I called Cheryl Van Der Aa asking a question regarding policy change. Left Cheryl my cell and will communicate answer to Vince as soon as I hear back from her.,False,,False,False,005G0000002gy9EIAQ,2013-03-13T22:15:29.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416)254-3042,,vince.citriniti@avenirwealthgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4768.0
500G000000DKAIeIAP,False,,00001233,003G0000018f79HIAQ,001G000000urMtTIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,Dossier SSL,High,"Faire dossier comparatif 25k et 50k en rpu, 20 primes LL et GWL avec le concept SSL",False,,False,False,005G0000002gyBaIAI,2013-03-13T23:20:04.000+0000,005G0000002gy4mIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(819)333-6721,,andre.belzil@prosphere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBaIAI,,,,,,Marketing Piece;Quotation;Analysis Document;Presentation;Concept,0.0,0.0,0.0,,False,4768.0
500G000000DKCpNIAX,False,,00001234,003G0000018f6XUIAY,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,JFTD Term Exchange Question,Low,"Larry submitted a policy conversion from to HO to complete an exchange.  HO came back to Larry confused about the request as conversion isn't an option to individual policies.

Working with HO and Larry to push this case forward.",True,2015-10-30T15:19:08.000+0000,False,False,00516000006a7fIAAQ,2013-03-14T13:22:31.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(705)745-1324X368,(705) 872-2990,larry@heritagewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006a7fIAAQ,,,,,,,0.0,0.0,0.0,,False,4767.0
500G000000DKDZxIAP,False,,00001235,003G0000018f79sIAA,001G000000urMquIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Current rate change on policy question,Medium,I received a phone call from Cheryl Van Der Aa regarding combining policies for current rate changes. Communicated this to Vince and advised him to contact LL with his clients policy numbers to see if he could combine the rate changes for both policies.,False,,False,False,005G0000002gy9EIAQ,2013-03-14T14:37:29.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416)254-3042,,vince.citriniti@avenirwealthgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4767.0
500G000000DKEfpIAH,False,,00001236,003G0000018f7FHIAY,001G000000urMrTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Diabetes and DI \ CI,Medium,"Advisor wanted to see if uw would accept a client with insulin dependent diabetes.

Sent email to uw mailbox to check on status of request.",True,2013-03-14T17:12:18.000+0000,False,False,005G0000002gy4VIAQ,2013-03-14T17:12:02.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(705)742-7475,(905) 443-0227,rob@uncovertherisk.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4767.0
500G000000DKF6YIAX,False,,00001237,003G0000018f7soIAA,001G000000urN4zIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Bruno B.,Medium,Bruno is looking to roll RSP assets into RRIF and reduce overall portfolio volalility.  He also wanted to reduce US equity exposure to near zero.  Developed conservative portfolio and presented to Frank.,False,,False,False,005G0000002gy8cIAA,2013-03-14T17:29:54.000+0000,005G0000002gy8cIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)652-8680,(416) 726-0174,frankp@rdainsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8cIAA,,,,,,Quotation;Analysis Document;Presentation,3.0,0.0,0.0,,False,4767.0
500G000000DKGFuIAP,False,,00001238,003G0000018f6y4IAA,001G000000urMpKIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Positioning of Investment Products,Medium,Wanted questions to compare to a portfolio that has stocks and bonds with RBC. Case for a charity that values simplicity and passive investments. What Questions should he ask and how should he position his services.,True,2013-04-01T15:23:49.000+0000,False,False,005G0000002gy29IAA,2013-03-14T19:11:23.000+0000,005G0000002gy29IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,705-728-5551,,jeff.legault@freedom55financial.com,,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy29IAA,,,,,,Concept,0.0,0.0,0.0,,False,4767.0
500G000000DKIGRIA5,False,,00001240,003G0000018f7VFIAY,001G000000urN2lIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Jeffrey Newman,Medium,Tax and estate planning for shareholder of CCPC.,True,2013-05-02T16:34:38.000+0000,False,False,005G0000002gy8DIAQ,2013-03-15T02:49:52.000+0000,005G0000002gy8DIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(819) 557-1771,(613) 612-1398,eroy@wealthacceleration.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,1.0,0.0,0.0,,False,4767.0
500G000000DKIUHIA5,False,,00001239,003G0000018f6u9IAA,001G000000urMtTIAU,,,,,,CI,012G00000012AYVIA2,In Progress,Product Question,In Person,,Intérêt partager,Medium,Envoyer matériel pour présenter concept intérêt partage pour présentation clients,False,,False,False,005G0000002gyBaIAI,2013-03-14T23:47:45.000+0000,005G0000002gy4mIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(819)410-0432,(819) 930-2165,antoine.chabot@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBaIAI,,,,,,,0.0,0.0,0.0,,False,4767.0
500G000000DKJ9OIAX,False,,00001241,003G0000018f7WZIAY,001G000000urN2nIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Web,,William Byers,Medium,Tax and estate planning for shareholder of CCPC.,True,2013-05-02T16:35:35.000+0000,False,False,005G0000002gy8DIAQ,2013-03-15T02:54:43.000+0000,005G0000002gy8DIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)747-2458X61,(613) 794-7344,diane@ex-ponent.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,Analysis Document,1.0,1.0,0.0,,False,4767.0
500G000000DKJByIAP,False,,00001244,003G0000018f7JFIAY,001G000000urMrYIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Question about Travel Coverage for DI \ CI,Low,Responded to Jason as long as policies are non can and do not have travel exclusions the client's are covered.,True,2013-03-15T03:14:12.000+0000,False,False,005G0000002gy4VIAQ,2013-03-15T03:14:00.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(705)748-5182,,jason@parkplacefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4767.0
500G000000DKJO0IAP,False,,00001245,003G0000018f6gfIAA,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Annual review,Medium,"Rebalancing of portfolio, moving 3rd party funds into proprietary self + Transfert of H series into N series",True,2013-03-15T05:09:16.000+0000,False,False,005G0000002gy8MIAQ,2013-03-15T05:08:36.000+0000,005G0000002gy8MIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(514)336-2300,(514) 294-3261,robert.tozzi@pactole.ca,,,,,,,,,,,CI,CI,,,0.0,,,0.0,False,Mackenzie,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4766.0
500G000000DKKvXIAX,False,,00001246,003G0000018f7sIIAQ,001G000000urNDMIA2,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Unwithdrawn CESG from RESP may have to be repaid and client not happy,High,"Parent paid for school expenses out-of-pocket in 2012 for last RESP beneficiary in the Family Plan, and is now seeking retro-active withdrawal of CESG.  This is not permitted. Since the 3 beneficiaries have now completed their education, the remaining CESG of $1,700 may have to be repaid.  Client not very happy and didn't know the rules.  Referred up to Greg Stoeckl, Quadrus Cheif Compliance Officer to see if a formal Quadrus problem resolution process should commence.  Ian also to call his E&O in case client seeks compensation for lost grant",True,2013-03-15T13:55:06.000+0000,False,False,005G0000002gy7yIAA,2013-03-15T13:53:59.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)750-0032,,ian@jfginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4766.0
500G000000DKL3cIAH,False,,00001247,003G0000018f7FHIAY,001G000000urMrTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Seasonal Employment DI Question,Low,Provided UW requirements for employment stability and seasonal employment.,True,2013-03-15T14:26:55.000+0000,False,False,005G0000002gy4VIAQ,2013-03-15T14:26:40.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(705)742-7475,(905) 443-0227,rob@uncovertherisk.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4766.0
500G000000DKLmZIAX,False,,00001250,003G0000018f7JWIAY,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,"Inherited Leveraged Client from ""Agility"" in B.C.",Medium,"Lance Gussie was inquiring about a fund mix to change the investment strategy of a leverage started in 2007 for a couple from Paraguay who have been paying $500 per month (interest only) on a $200,000 investment loan which is currently worth $176,000. 

Discussed strategy, options and objectives as the client is going to Eku.",True,2013-03-15T19:23:59.000+0000,False,False,005G0000002gyFjIAI,2013-03-15T19:23:52.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(204) 489-1012 x434,,eku.malcolm@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4766.0
500G000000DKNZpIAP,False,,00001248,003G0000018f6rxIAA,001G000000urMouIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Annuity and LIRA Case,Medium,"Had client looking for an annuity quote as well as the maximum and minimum payments eligible from LIRA if converted to LIFF. 

Ran quotes, discussed case and left follow up materials in Christine's mail folder to be reviewed next week.",True,2013-04-01T20:29:09.000+0000,False,False,005G0000002gyFjIAI,2013-03-15T19:04:36.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(204) 489-1012 x503,,christine.bain@freedom55financial.com,(204) 489-1035,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4766.0
500G000000DKNg2IAH,False,,00001249,0030A0000029k6qQAA,001G000000urMouIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client looking at Either TFSA or RRSP for First Time Homebuyers,Medium,"Had a meeting discussing the pros and cons of his client investing for a condo in over a year between the first time homebuyers program or a TFSA. 

We left off at his client investing in an RRSP based on their scenario.",True,2013-03-15T19:17:47.000+0000,False,False,005G0000002gyFjIAI,2013-03-15T19:16:08.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(204)781-0755,,phaneufinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4766.0
500G000000DKO6HIAX,False,,00001253,003G0000018f6cKIAQ,001G000000urMrKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Al Schinagl,Medium,"Looking for $25K and $500K  premium comparison
Reduced Paid Up ""Quick Pay""
Earliest date to stop paying

Sent Life Special Quotes email....",True,2013-03-15T20:42:28.000+0000,False,False,005G0000002gy9EIAQ,2013-03-15T20:42:01.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)656-3713,,whargrave@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4766.0
500G000000DKOBUIA5,False,,00001251,003G0000018f6ilIAA,001G000000urMrTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Software Question UL T100,Low,Advisor was having difficulty running a T100 quote for client.  Went through software over the phone.  Issue resolved.,True,2013-03-15T20:13:25.000+0000,False,False,005G0000002gy4VIAQ,2013-03-15T20:13:16.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)391-3321,(905) 391-3321,peter@durhamfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4766.0
500G000000DKOI1IAP,False,,00001252,003G0000018f7NbIAI,001G000000urMrJIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Robert T Armstrong,Medium,"Disability/Critical Illness (Replacing Penncorp)
He works in construction - includes concrete.
Owner and works in company
Business is in the process of being INCORPORATED.
$150,000 income last year (gross)
Looking to take $5,000 a month as salary",True,2013-03-15T20:24:04.000+0000,False,False,005G0000002gy9EIAQ,2013-03-15T20:23:28.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,905-475-0122,,peter.kanellopoulos@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4766.0
500G000000DKPTbIAP,False,,00001257,003G0000018f6z5IAA,001G000000urMjXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Grad Program Training,Medium,Kyle Grooms and Mike Forster are targeting Architect agencies. They wanted to know how the grad program applies to this group. I ran them through the grad program and also provided them some information on business owners since they are contacting seasoned architects as well. I offered to help Kyle and Mike run through their first case when they've done the initial fact find.,True,2013-03-18T03:24:42.000+0000,False,False,005G0000002gyBtIAI,2013-03-18T03:24:25.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,416-250-5520,,michael.forster@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4764.0
500G000000DKPzbIAH,False,,00001254,003G0000018f76CIAQ,001G000000urMjXIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,In Person,,Addition of ROP on policy and Occupation Class Upgrade,Low,"Eddie spoke with one of his clients regarding adding return of premium to his existing policies. We're also looking at changing the insured's occupation class. I helped draft a coverletter for the underwriter asking them to send the ""application for changes to a DI policy"" to client service to add the ROP once the occupation class was adjusted. Patricia has been notified and will also keep an eye on correspondents from underwriting and client service.",False,,False,False,005G0000002gy9EIAQ,2013-03-18T03:09:52.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416)250-9988X258,(416) 569-8804,edward.sabat@summitwealth.ca,(416)362-5500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4764.0
500G000000DKWB2IAP,False,,00001255,003G0000018f77pIAA,001G000000urMjXIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,OMA comparison Life Insurance,Low,Joel has a potential Dr client who is looking for insurance. Joel asked about the OMA life insurance products. I emailed him providing him some more information and inquired into DI. Joel had a copy of the GWL vs OMA DI comparison and is planning on speaking to his client about both. I will follow up with Joel within the next two weeks.,False,,False,False,005G0000002gy9EIAQ,2013-03-18T03:15:11.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,416-250-5520,,joel.goldberg@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4764.0
500G000000DKWHbIAP,False,,00001256,003G0000018f7AwIAI,001G000000urMjXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Grad Program Training,Medium,Kyle and Mike Forster are targeting Architect agencies. They wanted to know how the grad program applies to this group. I ran them through the grad program and also provided them some information on business owners since they are contacting seasoned architects as well. Kyle felt comfortable with grad program after our training session. I offered to help Kyle and Mike run through their first case when they've done the initial fact find.,True,2013-03-18T03:26:12.000+0000,False,False,005G0000002gyBtIAI,2013-03-18T03:21:06.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)669-5577,,kyle@penmore.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4764.0
500G000000DKYOOIA5,False,,00001258,003G0000018f6RXIAY,001G000000urMvkIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Corporate Cases,Medium,,False,,False,False,005G0000002gyFrIAI,2013-03-18T14:25:58.000+0000,005G0000002gyFrIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)669-5577,(416) 407-1671,darin@penmore.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFrIAI,,,,,,Concept,0.0,0.0,0.0,,False,4763.0
500G000000DKZfYIAX,False,,00001263,003G0000018f7QIIAY,001G000000urMxmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Client Conversations and PAR,Medium,"Gord had called in wanting some help with his client coversations when discussing PAR.  I had a meeting with him to review the Finanical Facts, Historical Returns, and Smoothing marketing pieces.  At the end of the meeting Gord had a deeper understanding of the PAR account and how to frame his client discussions in a more productive way.",True,2013-04-25T19:24:05.000+0000,False,False,005G0000002gy1vIAA,2013-03-18T18:27:57.000+0000,005G0000002gy1vIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(403)667-2341,,g.branden@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4763.0
500G000000DKa9FIAT,False,,00001259,003G0000018f73pIAA,001G000000urMveIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Case with Daniel & Lucy,Medium,"client decided to go with 40k of JFTD 20 Pay
I have to send him 40, 45, 50 summary",True,2013-03-18T21:20:46.000+0000,False,False,005G0000002gyFrIAI,2013-03-18T17:58:07.000+0000,005G0000002gyFrIAI,2024-11-15T15:06:38.000+0000,0050A000001TA3IQAW,2024-11-15T15:06:38.000+0000,(905)669-5577,,lio@penmore.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFrIAI,,,,,,Quotation;Presentation;Concept,1.0,0.0,0.0,,False,4763.0
500G000000DKaZuIAL,False,,00001260,003G0000018f7T0IAI,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,MIRNA & HECTOR CANAS,Medium,Clients approaching term renewal and looking for options.  Working with Mark on providing some longer term solutions for their insurance needs.,True,2013-04-25T19:22:29.000+0000,False,False,005G0000002gy1vIAA,2013-03-18T18:06:03.000+0000,005G0000002gy1vIAA,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780) 465-5201,(780) 908-9766,mark@fdgteam.com,(780) 469-6089,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4763.0
500G000000DKalRIAT,False,,00001262,003G0000018f7BLIAY,001G000000urMrmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Mrs Fortin,Medium,"Met, discussed, analyzed, and recommended portfolios and best method to transfer. working on RRSP and corporate assets. Also had follow up meeting to review paper work. Also included paltrak and prostation.
Proposed a combination of folio and recommended portfolios depending on account. Same holds true for husband.",True,2013-03-28T19:20:47.000+0000,False,False,005G0000002gxyDIAQ,2013-03-18T18:23:48.000+0000,005G0000002gxyDIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,613-748-3455,,bruno.fortin@freedom55financial.com,,,,,,,,,,,Desjardins,Other,,,0.0,,,0.0,False,Desjardins,,,,,005G0000002gxyDIAQ,,,,,,Marketing Piece;Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,4763.0
500G000000DKcN3IAL,False,,00001264,003G0000018f7nBIAQ,001G000000urMx1IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,"SMITH, JAMES & HERBERT",Medium,Performed a file review of in-force Life Insurance for these business owners.  Currently have term with another insurer.  Likely to proceed with a replacement of term insurance.  Going to suggest they also consider Permanent as they likely will have a need for coverage after retirement as well.,True,2013-04-25T19:24:46.000+0000,False,False,005G0000002gy1vIAA,2013-03-18T21:02:05.000+0000,005G0000002gy1vIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(780)539-5943,,rob@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4763.0
500G000000DKdVaIAL,False,,00001267,003G0000018f72VIAQ,001G000000urMrTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Manulife Term Conversion Question,Medium,Ryan wanted to confirm T10 to T20 conversion options for Manu.  Provided guidelines and term conversion guide.,True,2013-03-19T01:19:59.000+0000,False,False,005G0000002gy4VIAQ,2013-03-19T01:19:53.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,905-831-3600,(416) 409-8090,ryan.jimenez@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4763.0
500G000000DKddNIAT,False,,00001266,003G0000018f6efIAA,001G000000urMvTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Existing client question,Low,An important client wanted to review new payment options to reduce premiums.,True,2015-04-16T23:44:27.000+0000,False,False,005G0000002gyBaIAI,2013-03-19T00:13:14.000+0000,005G0000002gyBaIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyBaIAI,,,,,,,0.0,0.0,0.0,,False,4763.0
500G000000DKfxzIAD,False,,00001268,003G0000018f6fXIAQ,0015o000008CyvcAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,,True,2013-03-20T18:58:23.000+0000,False,False,005G0000002gy3wIAA,2013-03-19T14:22:59.000+0000,005G0000002gy3wIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,519-850-5000,,frank.dunton@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4762.0
500G000000DKghEIAT,False,,00001269,003G0000018f6KIIAY,001G000000urMsXIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Fabio torres,Medium,"Client eparpillé , Desjardins  Investors , F55 , Nat Bank .Pres de $600 k . Aller chercher a court trme 150k",False,,False,False,005G0000002gxyIIAQ,2013-03-19T15:15:21.000+0000,005G0000002gxyIIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(514)293-4696,(514) 293-4696,angelo@mazzellafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyIIAQ,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4762.0
500G000000DKgtoIAD,False,,00001270,003G0000018f6qPIAQ,001G000000urMsXIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,André. et Ginette Vézeau,Medium,"Naviplan , RPDB et Reer collectif",False,,False,False,005G0000002gxyIIAQ,2013-03-19T15:19:17.000+0000,005G0000002gxyIIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,450-687-3971(450) 687-3971 X 390,(514) 371-8179,david.beaudoin@financiereliberte55.com,(450) 687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyIIAQ,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4762.0
500G000000DKic3IAD,False,,00001271,003G0000018f6ahIAA,001G000000urMrtIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,H series,High,Finalized transfer of client to H series to retain business.,True,2013-03-26T16:47:41.000+0000,False,False,005G0000002gy91IAA,2013-03-19T17:53:35.000+0000,005G0000002gy91IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)591-0337,(613) 720-5434,brian.adams@ecivda.com,,,,,,,,,,,Bank,Other,,,0.0,,,0.0,False,Bank,,,,,005G0000002gy91IAA,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4762.0
500G000000DKieXIAT,False,,00001272,003G0000018f6ahIAA,001G000000urMrtIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,N series,Medium,Working on 2 HNW cases with Chris St. Jacques to transfer two $1m cases into N series.,True,2014-09-24T15:39:54.000+0000,False,False,005G0000002gy91IAA,2013-03-19T17:54:54.000+0000,005G0000002gy91IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)591-0337,(613) 720-5434,brian.adams@ecivda.com,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy91IAA,,,,,,,0.0,0.0,0.0,,False,4762.0
500G000000DKjUIIA1,False,,00001273,003G0000018f7V1IAI,001G000000urN2lIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,New Group,High,Vic's Automotive,True,2013-05-24T17:06:33.000+0000,False,False,005G0000002gy4tIAA,2013-03-19T20:04:49.000+0000,005G0000002gy4tIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613) 762-6316,,betterbenefitsmanagement@gmail.com,(613) 225-1090,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy4tIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4762.0
500G000000DKl3eIAD,False,,00001284,003G0000018f7drIAA,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,TORY TEBB & FAMILY,Medium,"Client owns business with wife (SHAWNA).  Opportunity to show how Life Insurance can be owned / paid for by corporation.  Quoted Life Options at $500K coverage on both him and wife.  Also have 4 kids, quoting PAR and CI for them as well.",True,2013-04-25T19:26:09.000+0000,False,False,005G0000002gy1vIAA,2013-03-19T21:53:58.000+0000,005G0000002gy1vIAA,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 497-1036,marie@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Quotation;Analysis Document;Presentation;Concept,1.0,0.0,0.0,,False,4762.0
500G000000DKl9CIAT,False,,00001285,003G0000018f7SiIAI,001G000000urMxRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,CONCEPT ENGINEERING,High,"Joint appointment today with Karen and 3 owners of CE.  Wrote applications for $750K T20 coverage on each of the 3 owners.  Also performed fact find for Disability Insurance.  Likely will structure as SCP - professional contracts.  Also, need to review if Overhead Expense is a viable option.",True,2013-04-25T19:19:38.000+0000,False,False,005G0000002gy1vIAA,2013-03-19T22:02:10.000+0000,005G0000002gy1vIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,,(780) 966-7125,klgduhamel@shaw.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Quotation;Presentation;Concept,0.0,0.0,0.0,,False,4762.0
500G000000DKowTIAT,False,,00001286,003G0000018f7LUIAY,0015o000008CyhYAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Transitioning client to HNW Pricing,Medium,Client currently has over $500K with Aurora and she would like to discuss how to move the client over to HNW pricing.,True,2013-05-29T12:36:33.000+0000,False,False,005G0000002gy9PIAQ,2013-03-20T14:53:44.000+0000,005G0000002gy9PIAQ,2024-05-02T13:10:38.000+0000,0055o0000019VX9AAM,2024-05-02T13:10:38.000+0000,(905)397-3322,(905) 401-5731,aurora@luminariswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,,2.0,0.0,0.0,,False,4761.0
500G000000DKoyKIAT,False,,00001287,003G0000018f77HIAQ,001G000000urMqRIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,HNW Pricing,Medium,Brent has some clients with existing funds and he would like to explore how to move them into HNW pricing.,True,2013-05-29T12:37:09.000+0000,False,False,005G0000002gy9PIAQ,2013-03-20T14:56:48.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)321-0434,,brent@elevateiig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,,3.0,0.0,0.0,,False,4761.0
500G000000DKpDPIA1,False,,00001288,003G0000018f6g6IAA,001G000000urMvYIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,R. Brodie and A. Brag,Medium,"100K of CI. 
he was declined previously...
she has rheumatoid. 
sent her the quotes for the plans
100K, Lifetime,  CC, ROP 10+ (her), ROP 15+ (him)",True,2016-06-14T13:30:22.000+0000,False,False,005G0000002gy0PIAQ,2013-03-20T15:16:50.000+0000,005G0000002gyAXIAY,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)231-7700,,marci@kenmarfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4761.0
500G000000DKpF2IAL,False,,00001289,003G0000018f6TlIAI,001G000000urMptIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,,True,2013-03-20T18:57:48.000+0000,False,False,005G0000002gy3wIAA,2013-03-20T15:22:41.000+0000,005G0000002gy3wIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519)868-9755,(519) 868-9755,brian@barillandcompany.com,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4761.0
500G000000DKrERIA1,False,,00001292,003G0000018f7BkIAI,001G000000urMp5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Setting up Corporation and building portfolio for Client,Medium,"Claudette has a client interested in investing with her. Was a referral from a business partner. Needed information on corporation structure. Once she completes a risk tolerance on client she wants me to help her structure a portfolio.

Apr 2nd - Communicated with Claudette via email in regards to how to set up a corporate account as well as the particulars behind how she wants her portfolio structered. Following up with her tomorrow.

Apr 3rd - Designed portfolio for Claudette as well as provided her support on how to set up a corporate account. Waiting for her to review materials so we can discuss the portfolio she is presenting to her client.",True,2013-05-29T20:27:13.000+0000,False,False,005G0000002gyFjIAI,2013-03-20T18:34:22.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(807)343-4788,,claudette.gleeson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4761.0
500G000000DKrHZIA1,False,,00001293,003G0000018f6eRIAQ,001G000000urMouIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Corporation information and Portfolio Structure,Medium,"Dean has a client that required information about corporation structure to secure assets. Had a conversation and provided resources for his client to relay to his accountant. I now need to help Dean design a corporate class portfolio based on his risk tolerance.

Apr 2nd - Reviewed portfolio with Dean, discussed budget changes to corporate class. Dean had some new ideas how he wanted the portfolio structured so I researched and redesigned part of the portfolio. Also had to do some external analysis on whether certain competitor capital class funds could be rebalanced within the existing portfolio without deeming a disposition. They could. Meeting with Dean tomorrow to discuss outcome of meeting and any further recommendations or situations that arose in the meeting.

Apr 3rd - Had to redesign portfolio because 2 funds in it were closed to new investments due to forward contract changes in the Federal Budget. Had to find out details on what these changes were and have a meeting with Dean to inform him of the changes. Dean went back to client and proposed new changes. Case has been resolved.",True,2013-04-03T21:30:42.000+0000,False,False,005G0000002gyFjIAI,2013-03-20T18:36:17.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(204)299-7196,(204) 299-7196,dean.barth@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4761.0
500G000000DKrZ5IAL,False,,00001294,003G0000018f7HqIAI,001G000000urMq4IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Sales Concept Discussion,,"Lunch meeting

Detasiled CI/DI sales concepts",True,2013-03-20T19:07:37.000+0000,False,False,005G0000002gy2UIAQ,2013-03-20T19:07:24.000+0000,005G0000002gy2UIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519)476-5225,,john@johnmhlewis.com,,,,,,,,,,,RBC,RBC,,,0.0,,,0.0,False,,,,,,005G0000002gy2UIAQ,,,,,,Concept,0.0,0.0,0.0,,False,4761.0
500G000000DKrfPIAT,False,,00001295,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,RTQ - Pearl Investments,Medium,Subway Restaurant franchise,True,2013-03-20T20:50:26.000+0000,False,False,005G0000002gyE0IAI,2013-03-20T20:49:16.000+0000,005G0000002gyE0IAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,,0.0,0.0,0.0,,False,4761.0
500G000000DKsbGIAT,False,,00001296,003G0000018f7njIAA,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Riverside Collision,High,Autobody repair shop. Local. In business 20+ years,True,2013-05-08T03:17:53.000+0000,False,False,005G0000002gyE0IAI,2013-03-20T20:52:45.000+0000,005G0000002gyE0IAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(250)614-7713,,lauriepackman@telus.net,,,,,,,,,,,Empire Life,Empire Life,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,Quotation;Presentation,0.0,0.0,0.0,,False,4761.0
500G000000DKvXYIA1,False,,00001297,003G0000018f7keIAA,001G000000urMzcIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Complex Case,High,"Enhanced Wealth app submitted for male age 34
Annual Premium 30,000",False,,False,False,005G0000002gyCnIAI,2013-03-21T11:35:17.000+0000,005G0000002gyCnIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(902)435-1569,,paul@rrwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCnIAI,,,,,,,0.0,0.0,0.0,,False,4760.0
500G000000DKwdQIAT,False,,00001298,003G0000018f76NIAQ,001G000000urMuyIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Trusts,Medium,"ODSP recipient, beneficiery, need to set up a Trust",True,2013-06-05T18:53:30.000+0000,False,False,005G0000002gy6cIAA,2013-03-21T14:37:26.000+0000,005G0000002gy6cIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(289)932-1066,,stuart@proximafinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6cIAA,,,,,,,0.0,0.0,0.0,,False,4760.0
500G000000DKxhWIAT,False,,00001299,003G0000018f6gtIAA,001G000000urMqyIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,GWL comparison with the Synergy product,Low,Daniel is in a competative situation with a manulife synergy product. I sent him some product information ont he Synergy product and some of its shortfalls. Daniel was specifically looking at DI for his client. I illustrated how the DI component is calculated within the Synergy product.,True,2013-10-02T20:22:19.000+0000,False,False,005G0000002gyBtIAI,2013-03-21T16:08:24.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416)731-3232,(416) 454-3210,daniel@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4760.0
500G000000DKxj3IAD,False,,00001300,003G0000018f6gtIAA,001G000000urMqyIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Value ROP calculator examples,Medium,"Daniel asked for updates on new tools and calculators that may add value to his practice. I described the Value ROP cacluator for CI. He asked me to produce three ""example illustrations"" for clients aged 35, 45 and 55. He would like to keep these on record for all DWL advisors.",True,2013-03-21T16:11:08.000+0000,False,False,005G0000002gyBtIAI,2013-03-21T16:10:35.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416)731-3232,(416) 454-3210,daniel@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4760.0
500G000000DKxltIAD,False,,00001301,003G0000018f7I6IAI,001G000000urMqyIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Inforce CI conversions,Low,I met with Chris Dewdney on Monday March 18th. We reviewed his current DI/CI book of business to identify future sale opportunities. Chris expressed he would like more informaiton on his CI conversion oportunities. He found the chart produced by client service of his inforce book hard to navigate. He asked me to simplified client information pages with information important to conversions. I produced Matrix screen shots for his 7 conversion oprotunities and emailed them to him on Wednesday March 20th.,True,2013-03-21T16:16:07.000+0000,False,False,005G0000002gyBtIAI,2013-03-21T16:15:58.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(647)277-1186X700,(416) 824-6072,christopher@dewdney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4760.0
500G000000DKzfjIAD,False,,00001303,003G0000018f6ZGIAY,001G000000urMqOIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Postponed,Complex Case,Email,,Masson,Medium,"Corporate Class fund discussion, Business client",False,,False,False,005G0000004dLs8IAE,2013-03-21T19:28:47.000+0000,005G0000002gy6cIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(289)337-4440,(905) 320-6186,chris.barrett@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dLs8IAE,,,,,,,0.0,0.0,0.0,,False,4760.0
500G000000DL2kfIAD,False,,00001304,003G0000018f7qbIAA,001G000000urN3wIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Chabot Case,Medium,Bond Portfolio Analysis,True,2014-03-31T12:42:53.000+0000,False,False,005G0000002gy8WIAQ,2013-03-22T08:12:32.000+0000,005G0000002gy8WIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613) 384-9627 ext. 25,,ray@rdrfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,we got the business,,,,,005G0000002gy8WIAQ,,,,,,,0.0,0.0,0.0,,False,4759.0
500G000000DL3XpIAL,False,,00001305,003G0000018f6vLIAQ,001G000000urMrmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Abu Zahir Al-Mamun,High,"Client's LIRA has dropped substantially over past 5 years (now at $81K).  Also has $100K in bank account, possibly for home purchase downpayment and $60K in personal trading account that is treading water.",True,2016-03-30T12:45:22.000+0000,False,False,005G0000002gy91IAA,2013-03-22T14:37:21.000+0000,005G0000002gy91IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,613-748-3455,,,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy91IAA,,,,,,,0.0,0.0,0.0,,False,4759.0
500G000000DL4gYIAT,False,,00001307,003G0000018f6RUIAY,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,BIL Unhappy with Seg Fund MER and performance,Medium,Mark has asked me to help him in the past with answering the client's concerns about his portfolio and the performance.,True,2013-05-29T12:37:36.000+0000,False,False,005G0000002gy9PIAQ,2013-03-22T15:44:58.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)682-2651X230,(905) 980-1015,mark@cipparonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document,2.0,0.0,0.0,,False,4759.0
500G000000DL4jJIAT,False,,00001306,003G0000018f6zqIAA,001G000000urMqKIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,IPP Opportunities,Medium,Looking at IPP opportunities with business owner client base,True,2013-07-10T16:59:28.000+0000,False,False,005G0000002gy6cIAA,2013-03-22T15:30:13.000+0000,005G0000002gy6cIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,905-332-3400,,john.kleinhorsman@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6cIAA,,,,,,,0.0,0.0,0.0,,False,4759.0
500G000000DL5H1IAL,False,,00001309,003G0000018f6VfIAI,001G000000urMrdIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,HNW Int TSF,Medium,Van Dusens are existing clients --900K approx -- sent Dave all pertinent info to move to new pref series,True,2013-05-17T16:45:45.000+0000,False,False,005G0000002gy2VIAQ,2013-03-22T16:40:34.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)475-5109,,daves@lighthousewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4759.0
500G000000DL5M3IAL,False,,00001315,003G0000018f6n9IAA,001G000000urMrgIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Nelson-Wheeler 750K prospect,Medium,"Hi Martin,
Attached is the Prostation report for a suggested corporate class mix. Certainly far less volatile than their existing CIBC mix! I agree that cc funds may provide some ‘incentive’ to move more of their asset base to you – but depending on their need, the existing segs also offer protection that the CIBC holdings do not.

We see a number of opportunities here:

1)	The aggressive growth strategies current being utilized may not be required to enhance the value of the overall portfolio. The current holdings, and percentage in individual equities, may be more risky than is required for their situation. 

2)	The equity mix is also under-diversified vs. comparable fund solution. A less aggressive/better diversified mix may attain the goal required – and tax efficiency may aid in this regard.

3)	The non-registered portion of their portfolio is also comprised of securities that have annual taxation characteristics. This erodes into the growth of the portfolio. The use of corporate class mutual funds should be considered for these investments. They offer annual tax-deferral potential, and do not carry the risks associated with individual securities. We have attached more information about them in the attachments.

4)	 Segregated funds afford the same professional management and multiple security exposure that mutual funds ( incl. Corp. class) do, but also come with additional guarantees and features. These include death benefit/maturity and income guarantees, as well as probate fee avoidance and privacy protection. We have attached more information about them in the attachments.

5)	As they have in excess of 500K in investible assets, they would qualify for our preferred pricing program. It offers significant fee savings to clients vs. our standard mutual and segregated funds. The fees could also potentially be tax deductible, and could also decrease as the portfolio grows. 

In summary we see number of opportunities to enhance the current financial plan. These include lowering risk, improving diversification,  implementing tax efficient and/or estate planning strategies,  and providing a low cost, potentially tax-deducible fee structure. 

Peruse this and let us know if you have any questions!",True,2013-05-17T16:17:53.000+0000,False,False,005G0000002gy2VIAQ,2013-03-22T17:40:45.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)342-2555,(613) 349-0253,martin.gysbers@leonardgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece;Analysis Document;Concept,0.0,0.0,0.0,,False,4759.0
500G000000DL5PXIA1,False,,00001308,003G0000018f6VfIAI,001G000000urMrdIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,HNW Int TSF,Medium,Van Dusens are existing clients --900K approx -- sent Dave all pertinent info to move to new pref series,True,2013-05-17T16:40:33.000+0000,False,False,005G0000002gy2VIAQ,2013-03-22T16:39:00.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)475-5109,,daves@lighthousewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4759.0
500G000000DL5WLIA1,False,,00001311,003G0000018f6TWIAY,0015o000008CypIAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,CC HNW,Medium,Working with Bob to create a CC portfolio that will compete with existing Fid and Mack funds for one of his existing clients --,True,2013-11-21T16:31:13.000+0000,False,False,005G0000002gy2VIAQ,2013-03-22T17:01:19.000+0000,005G0000002gy2VIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,,,,,,,,,,,,,,Fidelity,Fidelity,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4759.0
500G000000DL5YrIAL,False,,00001318,003G0000018f77NIAQ,001G000000urMrdIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Harris Jones,Medium,"Case report materails deivered to Shaun Johnston( Harris-Jones) for 750K prospect, pref 1 and 2 to be pitched, existing stock plus manu seg client.",True,2013-11-21T16:47:18.000+0000,False,False,005G0000002gy2VIAQ,2013-03-22T17:53:02.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)284-2375,,shaun@northstarwealthestate.ca,(613)284-0292,,,,,,,,,,edward Jones,Other,,,0.0,,,0.0,False,edward Jones,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece;Analysis Document;Presentation;Concept,0.0,0.0,0.0,,False,4759.0
500G000000DL5h9IAD,False,,00001313,003G0000018f7LDIAY,001G000000urMvJIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,150K mf tsf prospect -- CIBC,Medium,"Hey Chris

Looking at transferring another 150k into an open plan with LL

Client is a moderate to balanced investor and will likely need 10-15k per year at most.

He currently has all of his 150k in the CIBC Managed Income Portfolio.
Could you poke some holes in this fund  so I can transfer it over to LL.



We are moving Thursday so I will not have access to the internet or phones until Friday at the earliest.

You can reach me on my cell 613-277-8310.

Hi Jean,
As per the attached Morningstar report, this CIBC fund has been either a 3rd/4th quartile performer in 8 of the past 10 calendar years, and is 3rd quartile ytd. Annualized, it is 3rd/4th over the past 1,3, 4 and 10 years. This would not be considered a strong return history.  And, as a ‘fund of funds’, it is over-diversified, with over 3,600 holdings – more than twice the average for its category. It’s dividend yield is also a full 1% below the category average.

This mix is may also be too bond-heavy, given the likelihood of rates either staying the same or increasing. Either of those scenarios will lead to very low/negative returns, and thus the longer –term historical numbers this fund has experienced is unlikely repeatable moving forward. 

These moderate and balanced segregated fund portfolios ( as a reminder I have included the MWFG portfolios below) come with low levels of volatility and  correlations. The return histories are also better, and arguably better positioned moving forward due to a higher equity exposure. 

A further advantage of each is the inclusion of the real estate and mortgage funds – both are very unique offerings, the former investing in actual real estate ( diversified by property type and location), the latter investing in a number of high quality insured mortgages. Real Estate has very low correlations to bonds or equities and can act as a hedge against inflation. Mortgages are closer related to short term bonds and as such will not be as affected by interest rate changes as long term bonds. 

Segregated funds afford the same professional management and multiple security exposure that mutual funds do, but also come with additional guarantees and features. These include death benefit/maturity and income guarantees, as well as probate fee avoidance and privacy protection.

We believe either of these mixes would be better suited for this moderate to balanced investor.",True,2013-03-27T16:27:15.000+0000,False,False,005G0000002gy2VIAQ,2013-03-22T17:14:08.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)224-8452,(613) 277-8310,j.boisvert@mwfg.ca,,,,,,,,,,,CIBC,Other,,,0.0,,,0.0,False,CIBC,,,,,005G0000002gy2VIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4759.0
500G000000DL5uaIAD,False,,00001314,003G0000018f74zIAA,0015o000008CyvpAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,"pref, cc  and dseries product info request",High,"Hi Matt – here’s what I have come up with so far:
1)	ppt on d-series is best viewed in full preso mode for graphics to work properly ( feel free to exclude slides you don’t need!)
2)	the CCMF preso actually uses some of the material you will see in the 3 client pieces.
3)	I will send you more as I come across it – and again, will have rec portfolio by Friday!
Cheers,
Hi Matt,
Here are 2 balanced portfolios for your consideration in the 1st pdf.

As discussed, one encompasses both the QGOF and MFC CC funds ( which means you can’t trade between the 2 structures without triggering a disposition) --- the 2nd is just using our QGOF CC family rec mix. The former is a somewhat stronger offering, with an enhanced return history and lower correlations. Just though I’d send you both options. A few caveats to the portfolios:

1)	I have used the older/longer track record versions of Mack Sentinel Strategic Income and LC Dividend funds to get a more accurate return history, but, both are obviously available in CC form. The Gwth and Income fund is very new, so it’s ‘real’ numbers are not yet a year old – but as discussed, I really like its flexible mandate, and underlying funds….
2)	As you will see in ‘D-series at a glance’ pdf, only some of the funds in each of the suggested mixes have d-series options – the additions to this would be the LC Dividend CC and Gwth and Income CC, both of which were added to the CC family last year. 

The other pdfs speak to d-series and cc fund strategies – the excel sheet should aid when withdrawals are required.
Wanted to get this to ya today as I’ve just found out I will not be in the office tomorrow. Let me know if you have any questions. My cell is 613 552 6179.
Cheers,",True,2013-05-17T15:57:25.000+0000,False,False,005G0000002gy2VIAQ,2013-03-22T17:30:57.000+0000,005G0000002gy2VIAQ,2024-03-11T14:07:36.000+0000,0055o0000019VX9AAM,2024-03-11T14:07:37.000+0000,(613)258-1997,(613) 324-5336,matthew@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece;Analysis Document;Presentation;Concept,0.0,0.0,0.0,,False,4759.0
500G000000DL65sIAD,False,,00001316,003G0000018f6emIAA,001G000000urMrgIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Corkey prospect --,Medium,"Hi Peter, Sharon
As discussed, here’s the analysis for Corkey. Certainly, your mix comes with far less volatility, and comparable/better returns over 3,5 and 10 years.

However, this mix may be too bond-heavy, given the likelihood of rates either staying the same or increasing. Either of those scenarios will lead to very low/negative returns, and thus the longer –term historical numbers this analysis shows are unlikely repeatable moving forward – this is further emphasized by the 6-month return comparison, where their more equity-heavy portfolio has outperformed our rec mix. I know that is a very short time frame, but food for thought. 

So, for comparative purposes, I have tweaked your mix as at below – your mix still comes with far less volatility, but a slightly higher weighting in dividend equities ( and real estate) does give the mix a better 6-month  (and 1 year ) number, and is arguably better positioned moving forward given the outlook for bonds vs equities. 
Here’s that analysis:",True,2013-05-17T16:33:24.000+0000,False,False,005G0000002gy2VIAQ,2013-03-22T17:47:49.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)342-2555,(613) 498-5277,admin@leonardgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4759.0
500G000000DL67ZIAT,False,,00001317,003G0000018f74zIAA,0015o000008CyvpAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,grongier cap gain inq,High,"initial consult on prosepect ( Grongier), apprx 1 miilion …..discussed minimal cap gains taxes on tsf…",True,2013-05-17T15:54:07.000+0000,False,False,005G0000002gy2VIAQ,2013-03-22T17:50:44.000+0000,005G0000002gy2VIAQ,2024-03-11T14:07:36.000+0000,0055o0000019VX9AAM,2024-03-11T14:07:37.000+0000,(613)258-1997,(613) 324-5336,matthew@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4759.0
500G000000DL7OqIAL,False,,00001319,003G0000018f7cPIAQ,001G000000urNC5IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Delivery of admin and employee kit,Medium,Dropped off to Sharene Dubois,True,2013-03-22T19:47:06.000+0000,False,False,005G0000002gy6XIAQ,2013-03-22T19:46:47.000+0000,005G0000002gy6XIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519)675-1177,(519) 872-8557,kevinr@selectpath.ca,,,,,,,,,,,,,,,0.0,,001G000000vGWj0IAG,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,4759.0
500G000000DL7TUIA1,False,,00001320,003G0000018f794IAA,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,JOINT Conversion / Original Age,Medium,"1. If a client has a joint TERM that is transferred to joint UL (JFTD).  If both live beyond 20 years and it’s paid up.  What happens to the last person if the first person dies?  Can they buy a new life policy after?

2. If a client has joint term and a second spouse is rated 175%.  Can we convert to UL?  What would the rating be? This policy was issued Feb 9, 2012.  Can we split policy and backdate as well since we’re past the Feb 2013 renewal date?",False,,False,False,005G0000002gy9EIAQ,2013-03-22T20:08:38.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Concept,0.0,0.0,0.0,,False,4759.0
500G000000DL7o0IAD,False,,00001321,003G0000018f6tyIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Spreadsheet,Medium,Linda Misiak - Age 55 Smoker - spreadsheets for $100K & $150K,True,2013-04-22T22:11:32.000+0000,False,False,005G0000002gxynIAA,2013-03-22T20:26:19.000+0000,005G0000002gxynIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,"(780) 428-8585 ,415",,jada.fleur-de-lys@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxynIAA,,,,,,Concept,0.0,0.0,0.0,,False,4759.0
500G000000DLF9aIAH,False,,00001322,003G0000018f7o4IAA,001G000000urNASIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Renewal Negotiation,Medium,"2 ventes en avril=155,000$carol et yves.",True,2013-05-07T18:00:49.000+0000,False,False,005G0000002gyBcIAI,2013-03-24T17:06:36.000+0000,005G0000002gyEKIAY,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(418) 683-6605 x29,(418) 953-2007,mthibodeau@gcgf.qc.ca,(418) 683-1341,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyBcIAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4757.0
500G000000DLJ9gIAH,False,,00001324,003G0000018f7AYIAY,001G000000urMjXIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,$400k complex financial review,Medium,David has a client with $400k case and would like me to review after I'm done my training.,True,2013-05-17T17:26:36.000+0000,False,False,005G0000002h9WtIAI,2013-03-25T15:24:30.000+0000,005G0000002h9WtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416) 250-5520 x 486,(416) 727-7071,david@boldfinancial.ca,(416) 250-5716,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,1.0,0.0,0.0,,False,4756.0
500G000000DLJMoIAP,False,,00001323,003G0000018f79TIAQ,001G000000urMqVIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RBC Managed Payout Solutions,Medium,Satinder expressed interest in comparing this product with our LIB and annuity product.  I have provided some insight into our product shelf vs. the RBC product and indicated we would be able to recommend a comparable solution if necessary,True,2013-05-03T14:32:04.000+0000,False,False,005G0000002h9WtIAI,2013-03-25T15:20:21.000+0000,005G0000002h9WtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416)886-0297,(416) 886-0297,satinder@dhinsawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,RBC,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4756.0
500G000000DLJRKIA5,False,,00001325,003G0000018f6V9IAI,001G000000urMqVIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,David's cases,Medium,David has a handful of cases he would like me to help him review after my training during the week of April 12th.,True,2013-03-25T20:37:39.000+0000,False,False,005G0000002h9WtIAI,2013-03-25T15:26:09.000+0000,005G0000002h9WtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416) 366-2971 Ext. 5562,,david.loucks@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,1.0,0.0,0.0,,False,4756.0
500G000000DLKhNIAX,False,,00001326,003G0000018f80IIAQ,0015o000008CyftAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,G.S.Estate Planning Life Solution Case,Medium,"have met several times with accountant/tax people involved, proposed several large premium solutions",True,2015-11-20T18:31:16.000+0000,False,False,005G0000002gy5UIAQ,2013-03-25T17:30:00.000+0000,005G0000002gy5UIAQ,2024-03-11T15:21:45.000+0000,0055o0000019VX9AAM,2024-03-11T15:21:45.000+0000,(519)601-6614,(519) 319-6113,craig@vividinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5UIAQ,,,,,,,0.0,0.0,0.0,,False,4756.0
500G000000DLKlwIAH,False,,00001327,003G0000018f80IIAQ,0015o000008CyftAAC,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,G.S.Estate Planning Life Solution Case,Medium,"have met several times with accountant/tax people involved, proposed several large premium solutions",False,,False,False,005G0000002gy5UIAQ,2013-03-25T17:30:23.000+0000,005G0000002gy5UIAQ,2024-03-11T15:21:45.000+0000,0055o0000019VX9AAM,2024-03-11T15:21:45.000+0000,(519)601-6614,(519) 319-6113,craig@vividinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5UIAQ,,,,,,,1.0,0.0,0.0,,False,4756.0
500G000000DLKn1IAH,False,,00001328,003G0000018f6u6IAA,001G000000urMqWIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,Portfolio review,Medium,"Steve asked me to look at a client portfolio that is currently with Scotia McLeod, and is invested in all income bearing exchange traded stocks. I broke down the account asset by asset and explained what they all were. He asked for a recommendation from our side, and I told him I would look at CC funds and possibly a D-Series if hte client was looking for distributions. He said the prospect has an addtional 300K to the 100K on this statrement. He said he would follow up with the prospect (his father).",False,,False,False,005G0000002gyEsIAI,2013-03-25T18:02:14.000+0000,005G0000002gyEsIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(647)802-7726,(647) 802-7726,steve@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,Concept,0.0,0.0,0.0,,False,4756.0
500G000000DLL6mIAH,False,,00001330,003G0000018f6aoIAA,0015o000008Cyi6AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,John accomodated the 3rd party funds and he has asked me to look at the funds and see if there is any opporunity to move the funds to Quadrus.,True,2013-05-30T15:21:51.000+0000,False,False,005G0000002gy9PIAQ,2013-03-25T18:31:29.000+0000,005G0000002gy9PIAQ,2024-12-05T15:31:45.000+0000,0055o0000019VX9AAM,2024-12-05T15:31:45.000+0000,(519)720-0936,(519) 569-1205,john.adkins@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,,0.0,0.0,0.0,,False,4756.0
500G000000DLL9FIAX,False,,00001329,003G0000018f6u6IAA,001G000000urMqWIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Fees,Medium,"Steve asked me about a specific client who had money with him and will be transferring another 50K, and wnated to know about how to reduce fees. I told him that the HNW product begins at 500k, but he could try the H-series funds and charge a fee. He already has the fees list I sent him. He asked about the discount and I told him the potential based on a couple of specific examples. He seemed to like the idea and said he would look more into it. I told him to let me know if there is anyhting I can do.",True,2013-11-07T19:49:53.000+0000,False,False,005G0000002gyEsIAI,2013-03-25T18:07:05.000+0000,005G0000002gyEsIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(647)802-7726,(647) 802-7726,steve@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,Concept,0.0,0.0,0.0,,False,4756.0
500G000000DLLS2IAP,False,,00001331,003G0000018f6olIAA,0015o000008Cyi6AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,"Met with Jason, he has asked me to look at some 3rd party funds he has accomodated and make some recommendations.",True,2013-05-30T15:22:14.000+0000,False,False,005G0000002gy9PIAQ,2013-03-25T18:33:04.000+0000,005G0000002gy9PIAQ,2024-12-05T15:31:45.000+0000,0055o0000019VX9AAM,2024-12-05T15:31:45.000+0000,(519)720-0936,(905) 928-4414,jason.roy@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,,0.0,0.0,0.0,,False,4756.0
500G000000DLMbWIAX,False,,00001332,003G0000018f7C4IAI,001G000000urMrpIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Preferred Series 2,Medium,"Gus is working on a potential PS2 case. New client but had GWL MMP portfolio. Trying to move hime to LL PS2. Potential $1.2M...
I met with Gus a couple of weeks ago to review the HNW options; specifically PS2 and N. 
Spoke with Gus today and told me he's working on the client. Will keep me posted.",True,2013-04-25T16:04:32.000+0000,False,False,005G0000002gxyDIAQ,2013-03-25T20:15:15.000+0000,005G0000002gxyDIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,n/a,Other,,,0.0,,,0.0,False,n/a,,,,,005G0000002gxyDIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4756.0
500G000000DLMznIAH,False,,00001333,003G0000018f72VIAQ,001G000000urMrTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,JFTD Term App Question,Medium,"Ryan has a few questions about beneficiaries and options for saved age.

Provided answers to questions.",True,2013-03-25T21:13:16.000+0000,False,False,005G0000002gy4VIAQ,2013-03-25T21:13:07.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,905-831-3600,(416) 409-8090,ryan.jimenez@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4756.0
500G000000DLOtXIAX,False,,00001335,003G0000018f6vAIAQ,001G000000urMoeIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Corporate class and fixed income,High,Blaine was asking about the impact of the federal budget on fixed income within corporate class funds. I explained fixed income investments were likely to remain but could be less tax advantaged than they were now (although not likely to be less advantaged than trust versions of the funds).,True,2013-04-06T18:32:27.000+0000,False,False,005G0000002gxx6IAA,2013-03-26T03:07:21.000+0000,005G0000002gxx6IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(780)702-5802X227,,blaine@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxx6IAA,,,,,,,1.0,0.0,0.0,,False,4756.0
500G000000DLQL9IAP,False,,00001336,003G0000018f7JVIAY,001G000000urMslIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Mortgage Money Strategy,Medium,"Advisor has client with $183,000 in non registered money and is looking to invest money until his new home is built.  Our mortgage strategy is:
1) $100,000 into open account to be used for mortgage deposit
2) $45,000 to max out TFSA (his/her)
3) $30,000 left in non-registered to be moved into tax efficient vehicles (TFSA and RRSP) going forward.

Recommended three funds for the $75,000 to be invested for long term (Corporate Bond Fund, Diversified Income and Mac. Universal Global Growth) and the $100,000 for deposit to sit in a corporate class fund (Fixed Income C/C).",True,2013-05-02T14:33:34.000+0000,False,False,005G0000002gy50IAA,2013-03-26T12:19:53.000+0000,005G0000002gy50IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(709)743-5611,(709) 743-5611,kent.nash@ashtreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy50IAA,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLQn1IAH,False,,00001339,003G0000018f794IAA,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Life:  Joint conversion to UL - one person rated,Medium,"- If a client has joint term and a second spouse is rated 175%.  Can we convert to UL?  

This can be done.  

- What would the rating be? 

The rating would be 150% according to the rating reduction chart in Lifeconnection. 

- This policy was issued Feb 9, 2012.  Can we split policy and backdate as well since we’re past the Feb 2013 renewal date?  

The policy can be split and we can potentially do an age conversion but we’ll need to get special quotes to illustrate.",False,,False,False,005G0000002gy9EIAQ,2013-03-26T13:44:31.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLQxdIAH,False,,00001340,003G0000018f6cKIAQ,001G000000urMrKIAU,,,,,,DI,012G00000012AYVIA2,In Progress,End Client Question,Email,,DI:  Client has WSIB,Medium,"Client has WSIB and now has to pay for mandatory coverage.  They would like a solution to keep DI but reduce the premium, if possible to fit in WSIB coverage",False,,False,False,005G0000002gy9EIAQ,2013-03-26T13:48:08.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)656-3713,,whargrave@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4755.0
500G000000DLQyQIAX,False,,00001338,003G0000018f794IAA,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,"Life: Paid up policy JFTD, what happens to other person's coverage",Medium,If a client has a joint TERM that is transferred to joint UL (JFTD).  If both live beyond 20 years and it’s paid up.  What happens to the last person if the first person dies?  Can they buy a new life policy after?,False,,False,False,005G0000002gy9EIAQ,2013-03-26T13:42:05.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLR2mIAH,False,,00001341,003G0000018f6gBIAQ,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,LIFE:  Term 100K conversion to 2 perm policies or JFTD/JLTD,Medium,"The client’s policy date is September 5, 2007 so they aren’t eligible for individual policies.

If a client is eligible and they have a Joint $100k policy, they could convert up to $60,000 to two individual policies and they decide on the amount?   

eg. $10,000/$20,000.  Would I need to get a policy change quote from Head Office first for this type of conversion?",False,,False,False,005G0000002gy9EIAQ,2013-03-26T13:50:47.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)656-3713,,ewhargrave12@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLRQHIA5,False,,00001342,003G0000018f6VmIAI,001G000000urMq9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Super PUA's,Medium,Corp Col loan scenario.  Client wants to start income in year 10.  Lookin for funding options.,True,2013-03-26T14:35:13.000+0000,False,False,005G0000002gy6QIAQ,2013-03-26T14:34:33.000+0000,005G0000002gy6QIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519)396-3874,,bill@shewfeltfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLRVBIA5,False,,00001343,003G0000018f6T9IAI,001G000000urMroIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Large GIO case,High,"Garry looking for quote on large GIO business to be split, most $ going to 1 year non cashable, other into less than 1 year cashable.  Spoke with Justin to build a case to get better rates.  Garry doesn't have confidence LL will be able to beat his options through Manu or a bank.",True,2013-04-01T18:42:14.000+0000,False,False,005G0000002gy91IAA,2013-03-26T14:38:35.000+0000,005G0000002gy91IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)695-8611X1100,(613) 297-5717,garry.moore@miig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy91IAA,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLRcCIAX,False,,00001344,003G0000018f7X6IAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Comparison of Par,Medium,Not a large case.  Client very analytical.  Alan looking for a comparison spreadsheet (Harold's) showing Par run different ways,False,,False,False,005G0000002gy6QIAQ,2013-03-26T14:51:21.000+0000,005G0000002gy6QIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519) 853-4578,,alan@triplus.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4755.0
500G000000DLRcqIAH,False,,00001345,003G0000018f7X6IAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Jason Presement,Medium,"Looking at 25k - Par vs. UL.
Client has existing SUN UL over 7 years old so cannot be overfunded.  Originally quoted 25k PAR JLTD.",False,,False,False,005G0000002gy6QIAQ,2013-03-26T14:52:23.000+0000,005G0000002gy6QIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519) 853-4578,,alan@triplus.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,,2.0,0.0,0.0,,False,4755.0
500G000000DLSIjIAP,False,,00001347,003G0000018f6RAIAY,001G000000urMrmIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Trusts for grandkids,Medium,"Called Eric back..He's supposed to meet with clients for the trust we had been discussing. found out from Tim Belton that they are informal trusts. He needs to set up with eight different apps..one for each beneficiary who are minors. 
Called Tim to inquire about the tax situation. He is contacting tax dept and will let me know which I will pass on to Eric.",True,2013-04-09T19:48:00.000+0000,False,False,005G0000002gxyDIAQ,2013-03-26T16:13:31.000+0000,005G0000002gxyDIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)230-3004,(613) 299-2326,eric.sewell@miig.ca,,,,,,,,,,,n/a,Other,,,0.0,,,0.0,False,n/a,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLSK3IAP,False,,00001346,003G0000018f6qCIAQ,001G000000urMrmIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Pension commute,Medium,"Meeting to discuss potential pension commute..wants to examine an annuity. 

03/26/2013***met and did an annuity quote for Peter on spot..However, Peter didn't have all info. Doesn't know details of pension to commute or if even able to commute. Currently still employed. Based on number he provided, out quote is half of what he can receive..Must be some missing info. Told him to explore more with client as to options available to him upon retirement; and if he can commute. Is he concerned that pension won't be there in few years because of the compnay. quebec based.",True,2013-04-18T20:17:28.000+0000,False,False,005G0000002gxyDIAQ,2013-03-26T15:59:46.000+0000,005G0000002gxyDIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,613-748-3455,,peter.chen@freedom55financial.com,,,,,,,,,,,N/A,Other,,,0.0,,,0.0,False,N/A,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLT2yIAH,False,,00001348,003G0000018f7FmIAI,001G000000urMqwIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Helped Adam develop a individual group di letter to send out to his employee benefits clients,Medium,I helped Adam draft a group Di letter to send to his employee benefit clients. We generated what he would like to include and the intended purpose of the letter. We also identified some of the occupation class's he would be working. Adam will contact me with a letter draft when it has been completed.,True,2013-03-26T18:17:26.000+0000,False,False,005G0000002gyBtIAI,2013-03-26T18:17:17.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(647)260-2501,(416) 833-6926,adam@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLThYIAX,False,,00001349,003G0000018f6igIAA,001G000000urMrTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Low,"Client is shopping around wanting to look at Term \ Perm \ DI.  Advisor had questions about DI positioning.  

Went through information we will need to proceed with a proper quote.

Advisor is going to follow up with client and provide me with the gathered details to develop an illustration.",True,2013-03-26T18:23:10.000+0000,False,False,005G0000002gy4VIAQ,2013-03-26T18:21:24.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416)823-5894,(416) 823-5894,mark@uncovertherisk.com,(705)741-1878,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLUWCIA5,False,,00001351,003G0000018f6YuIAI,001G000000urMrTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,IRR at Death UL,Low,"Advisor needed assistance with an IRR comparison for min UL.

Provided summary.",True,2013-03-26T19:31:56.000+0000,False,False,005G0000002gy4VIAQ,2013-03-26T19:31:49.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)728-4315,(905) 424-0984,greg@gbfplanning.ca,(905)721-8287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,1.0,0.0,0.0,,False,4755.0
500G000000DLUcKIAX,False,,00001352,003G0000018f7dSIAQ,001G000000urNBxIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,US Severance,Medium,"Former client with potential severance package.
Need details on requirements from HO.",True,2017-02-15T21:14:09.000+0000,False,False,005G0000002gxyWIAQ,2013-03-26T19:40:46.000+0000,005G0000002gxyWIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519)271-4340X234,(226) 921-1810,tcanal@orrinsurance.net,(519)271-7626,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyWIAQ,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLVcLIAX,False,,00001353,003G0000018f6eRIAQ,001G000000urMouIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Corporate Class Portfolio,Medium,Advisor is looking to revamp his non-registered holdings for a client. He requested that I build him a better portfolio for his non-registered holdings for his current client that he might be able to adapt to other clients with similar risk tolerances in the future.,True,2013-04-03T21:31:27.000+0000,False,False,005G0000002gyFjIAI,2013-03-26T21:21:57.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(204)299-7196,(204) 299-7196,dean.barth@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLVdJIAX,False,,00001354,003G0000018f6dFIAQ,001G000000urMozIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Portfolio Revamp for existing client,Medium,"Advisor was unhappy with the portfolio performance of the funds he selected for his client 5-7 years ago and requested that I analyze the performance and the fund selection and better bring it in line with the clients current risk tolerance and financial objectives.

Gave new portfolio with PALTRAK printouts to his subadvisor Lee Power.",True,2013-03-26T21:24:19.000+0000,False,False,005G0000002gyFjIAI,2013-03-26T21:24:09.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(204)228-6200,(204) 228-6200,blair@worbfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLVhLIAX,False,,00001355,003G0000018f6u6IAA,001G000000urMqWIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Email,,DI - Grad Program (Denist 4th year),Low,Asking what is the discount for a 4th year grad student?  How does a student know if they are going to be a intern/resident/specializing or not specializing.,False,,False,False,005G0000002gy9EIAQ,2013-03-26T21:31:45.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(647)802-7726,(647) 802-7726,steve@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLVqZIAX,False,,00001358,003G0000018f7N7IAI,001G000000urMrmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Allan Godddard,Medium,Kevin wants an analysis on a mutual fund and seg fund portfolio for Allan Goddard.  Assets are with Dundee Wealth and Sun Life.,True,2016-03-30T12:45:58.000+0000,False,False,005G0000002gy91IAA,2013-03-27T13:12:02.000+0000,005G0000002gy91IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)256-3152,(613) 256-3152,kevin.guerard@freedom55financial.com,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy91IAA,,,,,,Marketing Piece;Analysis Document;Concept,0.0,0.0,0.0,,False,4754.0
500G000000DLX3KIAX,False,,00001356,003G0000018f6dlIAA,001G000000urMnyIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Investment Review,Medium,Met Jack Issak for an investment review and intro.  Has about 1mill with the Dane (the advisor) but has recently sold his house for $700K.  These assets may be used for a new house but may be invested as well.  Follow up required in a bout a month.,True,2013-06-11T19:12:01.000+0000,False,False,005G0000002gy9QIAQ,2013-03-27T02:15:44.000+0000,005G0000002gy9QIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(604)948-0550,(604) 307-9632,dane@yffg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4755.0
500G000000DLYg6IAH,False,,00001361,003G0000018f7YMIAY,001G000000urN5tIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Meyer,High,"Steve doing back ground planning work.  
7 mill of coverage needed so IFA being considered as funding option for buy-out",False,,False,False,005G0000002gy6QIAQ,2013-03-27T13:37:46.000+0000,005G0000002gy6QIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)639-6443,,ojohnson@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,,0.0,0.0,0.0,,False,4754.0
500G000000DLYhsIAH,False,,00001359,003G0000018f7OdIAI,001G000000urN9tIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Transformation T10 en T20,Medium,"Henri veut savoir s'il peut transformer pour moins de 100,000$ en T 20",True,2013-04-15T19:30:46.000+0000,False,False,005G0000002gy2eIAA,2013-03-27T13:17:38.000+0000,005G0000002gy2eIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(418) 867-3702,,henri.belley@belleyap.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2eIAA,,,,,,,0.0,0.0,0.0,,False,4754.0
500G000000DLYprIAH,False,,00001360,003G0000018f7YMIAY,001G000000urN5tIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Christiansen,High,"Client has 1 million dollars.  questioning if she should deposit to existing UL or purchase Par

running some illustrations and summary email for Oran",False,,False,False,005G0000002gy6QIAQ,2013-03-27T13:36:50.000+0000,005G0000002gy6QIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)639-6443,,ojohnson@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,,0.0,0.0,0.0,,False,4754.0
500G000000DLYxrIAH,False,,00001363,003G0000018f7obIAA,001G000000urNAlIAM,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Diplôme,Medium,Charles voulait savoir la date des changements pour les dentistes,True,2013-03-27T13:55:25.000+0000,False,False,005G0000002gy2eIAA,2013-03-27T13:55:25.000+0000,005G0000002gy2eIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(418)623-9393,(418) 264-4416,cfortier@planica.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2eIAA,,,,,,,0.0,0.0,0.0,,False,4754.0
500G000000DLZ1hIAH,False,,00001362,003G0000018f7PlIAI,001G000000urNBEIA2,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,SISILI for HUNTER,Medium,"New request via Jackie
3 versions requested",True,2013-03-27T13:52:39.000+0000,False,False,005G0000002gy6QIAQ,2013-03-27T13:52:24.000+0000,005G0000002gy6QIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519)746-2600,,ibrown@integratis.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4754.0
500G000000DLawjIAD,False,,00001364,003G0000018f78MIAQ,001G000000urMrmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Westjet,Medium,"Matt has a potential case. client is employee of Westjet, young, and interested in buying house in few years. Currently has ESP plan at work. Discussed TFSA, RRSP, HBP, PAC.Will begin to diversify holdings as concentrated in WJ stock. Shifting ESP to TFSA and RRSP to LL. Will update after meeting",True,2013-04-18T20:23:01.000+0000,False,False,005G0000002gxyDIAQ,2013-03-27T17:01:33.000+0000,005G0000002gxyDIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(204)489-1012,(403) 919-5605,matthew.lane@canadalife.com,,,,,,,,,,,Employer,Other,,,0.0,,,0.0,False,Employer,,,,,005G0000002gxyDIAQ,,,,,,Concept,1.0,0.0,0.0,,False,4754.0
500G000000DLaxIIAT,False,,00001365,003G0000018f6xuIAA,001G000000urMv6IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,2 cases,Medium,"200K new $$, monthly income, dseries prospect. 1 million existing old segs client, pref pricing, cord class, dseries, new segs potential",True,2013-05-17T16:06:02.000+0000,False,False,005G0000002gy2VIAQ,2013-03-27T17:02:39.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(613)962-4239,(613) 962-4239,matthew@parkplacefinancial.ca,(705)748-4831,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4754.0
500G000000DLayLIAT,False,,00001366,003G0000018f6hGIAQ,001G000000urMquIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Placing documents and reduction of benefits,Low,"Alex and I reviewed the placing documents he got for his first CI policy. Due to a rating, we are reducing the coverage from $150,000 to $100,000. I sat with Alex and helped him draft an email to Marian, advising her to reissue the policy for the decreased benefit amount. I will follow up with Alex once he's received the new policy.",True,2013-03-27T17:46:22.000+0000,False,False,005G0000002gyBtIAI,2013-03-27T17:04:15.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)660-9414,,alex.alberico@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4754.0
500G000000DLbCEIA1,False,,00001367,003G0000018f7LfIAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Male 59 NS,Medium,RPU illustrations requested and delivered for 50K in premium,True,2013-03-27T17:25:27.000+0000,False,False,005G0000002gy5ZIAQ,2013-03-27T17:23:21.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(604)438-1232X6321,(604) 506-8793,ellen.li@wisdomstarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,Presentation,0.0,0.0,0.0,,False,4754.0
500G000000DLbCnIAL,False,,00001368,003G0000018f6fTIAQ,001G000000urMpuIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Delivery of admin and employee kit,Low,"Sent John an e-mail to notify him that I am sending the Admin guide, employee kits and contract to client.",True,2016-09-22T15:30:02.000+0000,False,False,005G0000002gy6XIAQ,2013-03-27T17:28:57.000+0000,005G0000002gy6XIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,519-518-2025,,john.hyland@londonlife.com,,,,,,,,,,,,,,,0.0,,001G000000vH3LNIA0,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,4754.0
500G000000DLcQfIAL,False,,00001369,003G0000018f6bbIAA,001G000000urMquIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,TEST,Medium,,True,2013-03-27T19:26:03.000+0000,False,False,005G0000002gyBtIAI,2013-03-27T19:22:30.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(416) 291-0451 x241,,jim.oliver@freedom55financial.com,(416) 291-3779,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4754.0
500G000000DLcjMIAT,False,,00001370,003G0000018f7ojIAA,001G000000urNAVIA2,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,VEAP 1M,Medium,Femme 30 ans fumeur,True,2013-05-08T13:17:39.000+0000,False,False,005G0000002gy2eIAA,2013-03-27T19:42:05.000+0000,005G0000002gy2eIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(418) 833-5665,(418) 563-9682,louislarochelle@assurancespouliot.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2eIAA,,,,,,,0.0,0.0,0.0,,False,4754.0
500G000000DLgDBIA1,False,,00001371,003G0000018f6XFIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,PWC portfolio recommendations,High,Mark has asked for a few of Kelvin's recommendations for Advanced & Aggressive using both QGOF and LL.  I agreed to share with Mark,True,2013-05-10T15:06:34.000+0000,False,False,005G0000002gy7yIAA,2013-03-28T12:47:01.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4753.0
500G000000DLgyPIAT,False,,00001372,003G0000018f6gOIAQ,001G000000urMpgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Hogan,High,Corporate Insurance with income potential,True,2015-01-28T15:25:50.000+0000,False,False,005G0000002gy8vIAA,2013-03-28T13:25:27.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519)337-6553X24,(519) 466-4755,paul.craievich@craievichfinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4753.0
500G000000DLhCOIA1,False,,00001374,003G0000018f7ocIAA,001G000000urN9wIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,VU,Medium,Problème de taux avec cassure enfant (fumeur),True,2013-03-28T14:02:25.000+0000,False,False,005G0000002gy2eIAA,2013-03-28T14:02:25.000+0000,005G0000002gy2eIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(418)590-2361,(418) 590-2361,jffournierass@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2eIAA,,,,,,,0.0,0.0,0.0,,False,4753.0
500G000000DLhDZIA1,False,,00001373,003G0000018f6TvIAI,001G000000urMpeIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,McSherry,Medium,"High net worth client.   Concept is RRIF Maximizer.  Annual premium approx $20 to $40K. 

Initial illustrations have been completed and sent to Matt.",True,2015-08-25T15:03:39.000+0000,False,False,005G0000002gy8vIAA,2013-03-28T13:56:19.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(226)776-9897,(519) 383-9096,matt@mattmcneill.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4753.0
500G000000DLir1IAD,False,,00001375,003G0000018f7jyIAA,001G000000urN03IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Hair Connections,High,"Quoted group last year, this year we are able to offer LTD to all employees. Currently with Blue Cross, we are able to beat the price substantially. Going for a May 1 start date.",True,2013-05-03T16:48:06.000+0000,False,False,005G0000002gyCEIAY,2013-03-28T16:36:38.000+0000,005G0000002gyCEIAY,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,,(709) 682-3514,maxine@maxinemurphybrokerage.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyCEIAY,,,,,,,1.0,0.0,0.0,,False,4753.0
500G000000DLmAiIAL,False,,00001377,003G0000018f7aLIAQ,001G000000urNB4IAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,John T.,High,Met with Rachel and Don Muck-presented summary of SISILI and discussed options with in-force term,True,2013-03-29T00:49:26.000+0000,False,False,005G0000002gxzcIAA,2013-03-29T00:00:18.000+0000,005G0000002gxzcIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519) 416-1600 x 22,,rachel@dfsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4753.0
500G000000DM0BbIAL,False,,00001383,003G0000018f7IAIAY,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,Lifeguide,Medium,"Demande de cotation Lifeguide pour femme NF 59 ans, couverture $250k",False,,False,False,005G0000002gyBaIAI,2013-04-01T13:11:45.000+0000,005G0000002gy4mIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(514)862-8218,(514) 862-8218,joseph.chan@fpfuture.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBaIAI,,,,,,Quotation,0.0,0.0,0.0,,False,4749.0
500G000000DM0syIAD,False,,00001384,003G0000018f7xrIAA,001G000000urN7RIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,4 CI cases for group of executives,Medium,Revised quotes from Oct. 2012. Doug presenting to client April 2013. Total premium is 40K.,True,2013-07-04T18:41:47.000+0000,False,False,005G0000002gyDJIAY,2013-04-01T14:40:37.000+0000,005G0000002gyDJIAY,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(204)946-3801,(204) 297-8387,dlochhead@gfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4749.0
500G000000DM118IAD,False,,00001385,003G0000018f7zdIAA,00116000022eVGqAAM,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,UN employee - non resident status,Medium,New application from BILL. 50k - confirming with Eleanor Mazekis as to underwriting for,False,,False,False,005G0000002gy6QIAQ,2013-04-01T14:57:14.000+0000,005G0000002gy6QIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(905)616-2161,,williamjoneslaw@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,Quotation,3.0,0.0,0.0,,False,4749.0
500G000000DM1UjIAL,False,,00001389,003G0000018f78MIAQ,001G000000urMrmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,G.W. Coles,Medium,"Prospect, in Japan, has assets with Skandia International that he is looking to move back to Canada upon his return.",True,2016-03-30T12:46:25.000+0000,False,False,005G0000002gy91IAA,2013-04-01T16:48:04.000+0000,005G0000002gy91IAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(204)489-1012,(403) 919-5605,matthew.lane@canadalife.com,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy91IAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4749.0
500G000000DM1ZJIA1,False,,00001386,003G0000018f7AXIAY,001G000000urMouIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Dentist leaving the military,Medium,"Dentist will be leaving military and loosing coverage. Needs DI effective May 15, 2013.",True,2013-05-10T16:41:39.000+0000,False,False,005G0000002gyDJIAY,2013-04-01T15:45:47.000+0000,005G0000002gyDJIAY,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(204)578-5500,(204) 761-7108,kristie@branstone.ca,(204)729-8940,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4749.0
500G000000DM1lgIAD,False,,00001387,003G0000018f70bIAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Len Chai,High,"Life Quotes done using London Life and Great West Life Annual Premium $10,000 - $20,000 plus Children. Will meet with the client very soon. Later that day Apr 1 met with Mark to create an e-mail to Jessica Tanney outlining a Trip app for Lai and Reissue requests for Nathan and Teagan then called Jessica to confirm and clarify our requests. She will now talk to her director after pulling the file.",True,2015-05-05T19:58:27.000+0000,False,False,005G0000002gy7ZIAQ,2013-04-01T16:24:39.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(403)862-1402,(403) 862-1402,mark@crawfordfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM1p6IAD,False,,00001391,003G0000018f6pzIAA,001G000000urMpbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,McColl,Medium,Farm equalization case.,True,2015-08-25T15:04:39.000+0000,False,False,005G0000002gy8vIAA,2013-04-01T17:00:58.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519)845-1179,(519) 845-1179,julie@prosperityfirstfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM1yVIAT,False,,00001388,003G0000018f70bIAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Len Chai,High,"Life Quotes done using London Life and Great West Life Annual Premium $10,000 - $20,000 plus Children. Will meet with the client very soon.",True,2015-05-05T20:03:47.000+0000,False,False,005G0000002gy7ZIAQ,2013-04-01T16:25:11.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(403)862-1402,(403) 862-1402,mark@crawfordfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM23jIAD,False,,00001396,003G0000018f6u7IAA,001G000000urMoKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Male Age 50 RPU 20 Pay Quotes,High,"Annual Premium $50, 100, 250,000 on Male age 50 NS 20 Pay RPU for Apr 4. Ordered the quotes last week anr rec'd them today. Forwarded them to Matthew in time for his meeting tomorrow.",True,2015-05-05T20:04:37.000+0000,False,False,005G0000002gy7ZIAQ,2013-04-01T18:06:59.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(403)474-9316,(403) 620-5254,matthew@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,1.0,0.0,0.0,,False,4749.0
500G000000DM27XIAT,False,,00001394,003G0000018f7GaIAI,001G000000urMnYIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Leverage Model Portfolios,Medium,Nelson is looking for a templated model portfolio for leveraged accounts.,True,2013-06-06T19:05:19.000+0000,False,False,005G0000002gy2KIAQ,2013-04-01T18:02:08.000+0000,005G0000002gy2KIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2KIAQ,,,,,,,1.0,0.0,0.0,,False,4749.0
500G000000DM2HpIAL,False,,00001390,003G0000018f6mUIAQ,001G000000urMpgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Professional Corporation,Medium,Female doctor working with her accountant.  Contacted Annette for insurance.  Working through different options,True,2015-08-25T15:04:25.000+0000,False,False,005G0000002gy8vIAA,2013-04-01T16:58:15.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519) 227-6553,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM2OcIAL,False,,00001392,003G0000018f7MyIAI,001G000000urMjXIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Portfolio Rebalancing,Low,"Talked to Kevin in regards to portfolio rebalancing his client to a 60/40 Equity balanced portfolio with a greater historical portfolio return.  He also liked the idea of having a greater foreign equity component in the portfolio.  

Provided Kevin with an ideal portfolio with a 60/40 equity/fixed weight with lower volatility, greater geographical diversification and better historical track record.

Talked to Kevin in regards to how the portfolio rebalance went and he has not had a chance to present it to the client.",True,2013-11-27T16:44:06.000+0000,False,False,005G0000002h9WtIAI,2013-04-01T17:09:04.000+0000,005G0000002h9WtIAI,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(647)986-8693,,kevin.hayes@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM2cKIAT,False,,00001393,003G0000018f6gOIAQ,001G000000urMpgIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Problem resolution support - Krukowski 100/100 contract maturity issue,Medium,"Case written in 2011 has problems with maturity date used on contract. Multiple sources of premium funding contract, but only initial deposit has 100% maturity guarantee.
Sent problem resolution request to Justin Guilbeaut to forward to appropriate individual.
June 3 - sent request for review to Cheryl Munro",True,2014-11-04T16:25:45.000+0000,False,False,005G0000002gy6vIAA,2013-04-01T17:31:19.000+0000,005G0000002gy6vIAA,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(519)337-6553X24,(519) 466-4755,paul.craievich@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6vIAA,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM2zTIAT,False,,00001395,003G0000018f6u7IAA,001G000000urMoKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Kathleen Hutchings,Medium,Conversion of Econolife on her Policy. Quote instructions and gave advice. Followed up Apr 1 3:23pm with Illustrations for Conversion of Econo to both JWL and 20 Pay after confirming Econo amounts with Head Office.,True,2015-05-05T20:04:13.000+0000,False,False,005G0000002gy7ZIAQ,2013-04-01T18:03:52.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:31:54.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:54.000+0000,(403)474-9316,(403) 620-5254,matthew@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM3ASIA1,False,,00001397,003G0000018f7PlIAI,001G000000urNBEIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Block Transfer - Round 2,High,"Moving the Integratis block of business they have at BBD over to Selectpac.  Being done in two stages with the first half being completed with Jan 1 effective dates and the second half likely having June 1 effective dates.  Each grouping has approximately $300,000 of Selectpac premium",True,2015-01-16T19:11:54.000+0000,False,False,005G0000002gy7EIAQ,2013-04-01T18:36:50.000+0000,005G0000002gy7EIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)746-2600,,ibrown@integratis.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7EIAQ,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM4feIAD,False,,00001398,003G0000018f6qJIAQ,001G000000urMouIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,U.S. Pension Information,Medium,"Advisor has a client who is facing double taxation from the IRS and has an American financial advisor advising him on ways to help circumvent this.

I have been doing research and reaching out to John Yanchus to provide advice to give his client.

Apr 2nd 2013 - Resolved issue with client. Got in touch with John Yanchus as well as clients accountant who specializes in American tax returns to formulate a plan to switch wife's assets to husbands name via gift.",True,2013-04-02T21:26:52.000+0000,False,False,005G0000002gyFjIAI,2013-04-01T20:32:08.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)488-2038X3,(204) 232-8388,bob@hodsonfinancialinc.com,(204)488-2083,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM4gJIAT,False,,00001399,003G0000018f6hQIAQ,001G000000urMovIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Pension,Medium,"Advisor has a pension that he wishes to have the commuted value of. I researched the pension and am now weighing alternatives as to what to do with the money. A meeting with Stefane is scheduled for tomorrow.

Apr 2nd - Confirmed with Alberta pension department that the commuted value was not possible for this client as the client ceased to work for the employer in 1986 and commuted value rules for this type of pension weren't enacted until 1987 so the client must take an income stream. No Followup required after advisor meeting.",True,2013-04-02T21:30:22.000+0000,False,False,005G0000002gyFjIAI,2013-04-01T20:34:02.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)975-9292X3,(204) 797-6808,stefane.berard@berardfinancialgroup.com,(204)410-1144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM56cIAD,False,,00001400,003G0000018f6VJIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Relative,High,Went over Manulife app and Underwriting issues. Called Gary Steen to discuss,True,2015-05-05T20:04:54.000+0000,False,False,005G0000002gy7ZIAQ,2013-04-01T21:30:45.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(403)617-4330,,stuart@libinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,0.0,0.0,0.0,,False,4749.0
500G000000DM94tIAD,False,,00001402,003G0000018f6cAIAQ,001G000000urMoQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Corp Class - Budget Changes,Medium,Robert has a few clients he is reviewing and wondered how the new budget was going to affect our corp class shelf (i.e. taxation on forward agreements),True,2013-06-11T16:22:39.000+0000,False,False,005G0000002gy9QIAQ,2013-04-02T14:44:49.000+0000,005G0000002gy9QIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(403)710-8317,(403) 710-8317,robert@heumann.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4748.0
500G000000DM9sfIAD,False,,00001404,003G0000018f6uKIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Alister Shepherd-Cross,High,"Met with Alistor and his partner 2012 - presented CAT ERIC. Follwed up Mar 2013 with client meeting Guy, Ken, Allistor, Phil and his Accountant - Don. Don to meet with Allister to discuss B/S and CAT/ERIC and do his taxes. Follow up is for next week.",True,2015-05-05T20:05:13.000+0000,False,False,005G0000002gy7ZIAQ,2013-04-02T16:22:47.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(403) 261-4690 ext 253,(403) 819-6090,,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,1.0,0.0,0.0,,False,4748.0
500G000000DM9sjIAD,False,,00001403,003G0000018f6pSIAQ,001G000000urMqOIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Structured Settlement Startegy,Medium,"Discussed startegy with Phil, may have potential case",True,2015-10-13T15:47:53.000+0000,False,False,005G0000004dLs8IAE,2013-04-02T16:03:00.000+0000,005G0000002gy6cIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(289)337-4440,(905) 407-1785,phil.grimes@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dLs8IAE,,,,,,,0.0,0.0,0.0,,False,4748.0
500G000000DMAEzIAP,False,,00001405,003G0000018f7iuIAA,001G000000urN05IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Howard Murphy Personal Account Review,High,"$1,100,000 of personal assets (RSP + Holding Co.) (GWL Segs + CC Mutual Funds) transitioned from old to new and re-designed with more appropriate asset mix.",True,2013-04-02T16:53:31.000+0000,False,False,005G0000002gy8XIAQ,2013-04-02T16:52:55.000+0000,005G0000002gy8XIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(709)237-4122,(709) 685-4838,hmurphy@murphyneil.ca,(709)237-5125,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8XIAQ,,,,,,Quotation;Analysis Document;Presentation,1.0,0.0,0.0,,False,4748.0
500G000000DMAerIAH,False,,00001406,003G0000018f7HTIAY,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Phone,,Info Fiscales,Medium,"Besoin d'information pour un client, ingénieur, et qui est incorporé. Comment positionner la police, CDC, tarification, etc.",False,,False,False,005G0000002gyBaIAI,2013-04-02T17:19:05.000+0000,005G0000002gy4mIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(514)331-5838,(514) 812-3668,contact@caowealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBaIAI,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,4748.0
500G000000DMAo3IAH,False,,00001407,003G0000018f6hmIAA,001G000000urMuyIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,Insurance on Self,Medium,Comparing GWL Legacy 20 with LL-20 pay,False,,False,False,005G0000002gy6QIAQ,2013-04-02T17:35:06.000+0000,005G0000002gy6QIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)332-6633,,peter@c2inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,,0.0,0.0,0.0,,False,4748.0
500G000000DMBONIA5,False,,00001409,003G0000018f6W6IAI,0015o000008CyewAAC,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,DI Partner Buy Out and Prof Expense for two Dentists,Medium,$7500 annual premium.,True,2013-05-10T17:06:00.000+0000,False,False,005G0000002gyDJIAY,2013-04-02T19:25:33.000+0000,005G0000002gyDJIAY,2024-01-19T16:05:10.000+0000,0055o0000019VX9AAM,2024-01-19T16:05:11.000+0000,(204)272-0848,(204) 291-9552,mike@ckcg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4748.0
500G000000DMBfeIAH,False,,00001408,003G0000018f77eIAA,001G000000urMtTIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,Transformation à l'âge originale,Medium,"Besoin d'information sur une T10 de $600 000 qui a 5 ans, pour transformer en produit permanent. 
Police en vigueur de la GWL",False,,False,False,005G0000002gyBaIAI,2013-04-02T18:51:23.000+0000,005G0000002gy4mIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(819)307-7477,(819) 639-7665,martin.leduc@sgpp.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBaIAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4748.0
500G000000DMGsaIAH,False,,00001410,003G0000018f6Y5IAI,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Medium,"Client is unhappy with rate change from Solutions Banking on their investment loan.  He is looking to replace the loan with a HELC from his bank at a lower interest rate and Bob wanted to know if it could be done and how.  

Answered his questions.",True,2013-04-03T14:03:23.000+0000,False,False,005G0000002gy9PIAQ,2013-04-03T14:03:02.000+0000,005G0000002gy9PIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)988-8530,,robert@rgfraseragency.ca,,,,,,,,,,,Bank for loan,Other,,,0.0,,,0.0,False,Bank for loan,,,,,005G0000002gy9PIAQ,,,,,,,0.0,0.0,0.0,,False,4747.0
500G000000DMGz3IAH,False,,00001412,003G0000018f6hYIAQ,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,CI & Life Opportunity,Medium,Young couple has life with Richard but a Desjardins guy is proposing Synergy ( we believe). Richard asked for case consult.,True,2013-11-19T15:18:28.000+0000,False,False,005G0000002gyG3IAI,2013-04-03T15:12:39.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,"(519) 967-1180 , X4275",,richard.peters@londonlife.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation;Analysis Document,1.0,0.0,0.0,,False,4747.0
500G000000DMH7pIAH,False,,00001411,003G0000018f6vMIAQ,001G000000urMpnIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Life Conversion,Medium,Discussion/comparison of a Term 10 Conversion to 250K of T20 and 25K of Perm. Origional T10 was 300K.,True,2013-11-19T15:17:09.000+0000,False,False,005G0000002gyG3IAI,2013-04-03T14:29:51.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(226)216-2690X312,(519) 984-1206,tim@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,1.0,0.0,0.0,,False,4747.0
500G000000DMIejIAH,False,,00001414,003G0000018f79LIAQ,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Leveraged loan recommendation,Low,"Provided recommendation for leveraged loan of $100,000

Apr 10: Dennis to follow up on this.",True,2013-04-10T18:12:51.000+0000,False,False,005G0000002gy4OIAQ,2013-04-03T18:35:50.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,519-967-1180,,kailyn.neal@freedom55financial.com,(519) 967-1234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,1.0,0.0,0.0,,False,4747.0
500G000000DMJL6IAP,False,,00001413,003G0000018f75TIAQ,0015o000008CygTAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Competitive situation...,Medium,Client already has corporate class - we are looking to bring over to Quadrus Corp Class,True,2013-04-04T13:55:47.000+0000,False,False,005G0000002gy4OIAQ,2013-04-03T18:23:37.000+0000,005G0000002gy4OIAQ,2025-01-07T15:59:42.000+0000,0055o0000019VX9AAM,2025-01-07T15:59:42.000+0000,(519)351-0101,,darren@balancewealth.ca,,,,,,,,,,,Dynamic,Dynamic,,,0.0,,,0.0,False,Manulife,,,,,005G0000002gy4OIAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,4747.0
500G000000DMJbDIAX,False,,00001415,003G0000018f6uLIAQ,0015o000008CygBAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Large Nseries case,High,"Met with both Paul and his director Dennis Columbus.  We are working on a joint life/investment proposal.

Apr 16: Finalized proposal and sent to them.",True,2013-05-17T17:55:22.000+0000,False,False,005G0000002gy4OIAQ,2013-04-03T18:46:21.000+0000,005G0000002gy4OIAQ,2024-02-07T18:33:04.000+0000,0055o0000019VX9AAM,2024-02-07T18:33:04.000+0000,(519)966-4400,(519) 790-9321,pdufour@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4747.0
500G000000DMJgNIAX,False,,00001416,003G0000018f6iYIAQ,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Segregated fund recommendation,Low,"Couple documents to work on/provide - moderate recommendation, segregated fund benefits.

Work completed must provide early next week to discuss.",True,2013-04-08T16:16:17.000+0000,False,False,005G0000002gy4OIAQ,2013-04-03T18:54:51.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)967-1180,,gabriel.maccausland-sirois@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,Presentation,0.0,0.0,0.0,,False,4747.0
500G000000DMK9LIAX,False,,00001417,003G0000018f7I6IAI,001G000000urMqyIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Questions about Grouped CI arragments and tax,Medium,"I helped Chris answer questions about the new changes to the GICI arragements. I received assistance on these questions from Nehal. Nehal helped me generate an email for Chris, relating to his clients specifically. I have called Chris to confirm that he understand the email. He has relayed the information and has a conference call with the client this afternoon.",True,2013-04-03T19:52:13.000+0000,False,False,005G0000002gyBtIAI,2013-04-03T19:52:05.000+0000,005G0000002gyBtIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(647)277-1186X700,(416) 824-6072,christopher@dewdney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4747.0
500G000000DMKIWIA5,False,,00001418,003G0000018f77XIAQ,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,"Her $300,000 client",Medium,"have been going back and forth providing alot of information, last piece was provided today.  Presenting recommendation tonight

She got some of the money!",True,2013-04-04T19:04:22.000+0000,False,False,005G0000002gy4OIAQ,2013-04-03T20:04:17.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)992-7282,(519) 992-7282* call this,jlee@breadthconsulting.com,,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy4OIAQ,,,,,,Presentation,0.0,0.0,0.0,,False,4747.0
500G000000DML7ZIAX,False,,00001419,003G0000018f6vOIAQ,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Segregated Fund Inquiry,Medium,"Hans is working with a client that wishes to provide an income for both themselves and their spouse. We had a discussion and I asked him to gather some more questions for the clients so I can assess whether or not they'd be an ideal candidate for annuities, lib's, segs, or a combination of products.",True,2013-05-29T20:28:49.000+0000,False,False,005G0000002gyFjIAI,2013-04-03T21:38:26.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)837-6180,(204) 997-3332,hans@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4747.0
500G000000DMLR0IAP,False,,00001420,003G0000018f6xZIAQ,001G000000urMnoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Retention for Lin's family,Low,"Lin's family set up 3 leveraged investment back to 2007, and haven't been happy because their portfolio haven't done well at all. Part of the reason is due to market correction in 2008, and another part is due to the fact that the portfolios are not diversified properly. I met the clients and made some suggestions to rebalance the portfolios. They decided to go with my recommendations and will decide what to do next year when there is no more DSC fee.",True,2013-04-03T22:24:24.000+0000,False,False,005G0000002gyCeIAI,2013-04-03T22:24:14.000+0000,005G0000002gyCeIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(604)727-2600,(604) 727-2600,yang.jiang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCeIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4747.0
500G000000DMMAIIA5,False,,00001422,003G0000018f6QFIAY,001G000000urMqKIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,CPP & OAS Info,Low,"How do clients sign up for ""My Service Canada Account"" to view their updated CPP & OAS details on line",True,2013-06-05T18:52:52.000+0000,False,False,005G0000002gy6cIAA,2013-04-04T14:51:01.000+0000,005G0000002gy6cIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)332-3400X286,,keith.ballantyne@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6cIAA,,,,,,,2.0,0.0,0.0,,False,4746.0
500G000000DMOS1IAP,False,,00001421,003G0000018f6zQIAQ,001G000000urMqKIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,Complex Case,In Person,,Business Clients Opportunities,Low,Follow up on discussion re business owners,False,,False,False,005G0000004dLs8IAE,2013-04-04T13:48:25.000+0000,005G0000002gy6cIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)332-3400,(905) 399-4555,anthony.chryssafis@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dLs8IAE,,,,,,,1.0,0.0,0.0,,False,4746.0
500G000000DMPrHIAX,False,,00001425,003G0000018f6nKIAQ,001G000000urN84IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,C B F50NS,High,"Wynn called in looking for some help position $5MM of coverage on this client.   the Brother is analytical and wants to compare the IRR of Death benefit between UL T100, 10 Pay vs PAR......client seems to be favoring T100 UL with BMO (lowest cost).",True,2013-04-18T18:53:53.000+0000,False,False,005G0000002gy1HIAQ,2013-04-04T16:53:46.000+0000,005G0000002gy1HIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)944-1144,(204) 479-8379,wsweatman@lawtonpartners.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1HIAQ,,,,,,Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,4746.0
500G000000DMPyqIAH,False,,00001423,003G0000018f79JIAQ,001G000000urMqKIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Develop marketing strategy for DI,Medium,She is currently promoting DI top up to her clients but there is flaw in the strategy. We will review product details and develop another strategy focusing on the grad market.,True,2013-05-16T13:36:04.000+0000,False,False,005G0000002gy4fIAA,2013-04-04T16:20:21.000+0000,005G0000002gy4fIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,905-332-3400,,pamela.kohl@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy4fIAA,,,,,,,5.0,0.0,0.0,,False,4746.0
500G000000DMPzaIAH,False,,00001424,003G0000018f6yIIAQ,001G000000urMouIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Diane King,Low,"Robert first reviewed case with Tiffany, tiff fwd to me for help.  looking at RRSP (300k) meltdown strategy and client also has 300k NREG funds to use.  RObert wanted to see if UL was an option.....further analysis shows its not.",True,2013-09-23T19:43:48.000+0000,False,False,005G0000002gy1HIAQ,2013-04-04T16:35:24.000+0000,005G0000002gy1HIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)489-1012,(204) 619-1704,robert.suen@protectyournet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1HIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4746.0
500G000000DMQL2IAP,False,,00001427,003G0000018f7jvIAA,001G000000urN01IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Dr. Michael Parsons - $400k - CC,Medium,Emailed Q models - waiting for Mike to pick which asset mix he is comfortable with then I'll complete customized proposal.,True,2014-06-19T14:27:04.000+0000,False,False,005G0000002gy8XIAQ,2013-04-04T19:10:08.000+0000,005G0000002gy8XIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(709)700-0352,(709) 699-2661,mike@livebywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8XIAQ,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMQhvIAH,False,,00001426,003G0000018f7jRIAQ,001G000000urMzhIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,$2 million Corp Class Leverage proposal,High,"Recommended 80/20 CC portfolio mix based on 3% interest rate from BMO on LOC against $4 milliion worth of property.
Roger has emailed client and sent hard copy and will be following up on Apr 16.  Pat Edwards meeting with BMO loan contacts next week - set up by Sandra.",True,2013-04-04T17:44:22.000+0000,False,False,005G0000002gy8XIAQ,2013-04-04T17:43:42.000+0000,005G0000002gy8XIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(902)425-6438,(902) 456-3153,rsinclair@sbwdirection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8XIAQ,,,,,,Quotation;Analysis Document;Concept,9.0,0.0,0.0,,False,4746.0
500G000000DMS2yIAH,False,,00001428,003G0000018f6hKIAQ,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Selling your book-tax consequences,Medium,Research and e-mail about tax consequences of selling book of business,True,2013-04-04T22:07:50.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T22:05:47.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)273-0153,,rob@garefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMSYkIAP,False,,00001447,003G0000018f6qrIAA,001G000000urMptIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Deducting loan interest when orginal investment is partially liquidated,Medium,Deductiblity reduces proportionately,True,2013-04-04T23:46:12.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:46:05.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)878-9100,,stephen.stewart@spmfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMTFpIAP,False,,00001440,003G0000018f6g4IAA,001G000000urMqHIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Tax consequences of winding a company up to an individual shareholder,Medium,Deemed disposition at CSV,True,2013-04-04T23:10:11.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:10:01.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)658-3741,(519) 658-3741,cj@qbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMTPuIAP,False,,00001433,003G0000018f7MHIAY,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,E-mail about post-mortem life insured share redemption,Medium,"Explained tax free deemed dividend because of CDA and the capital loss created on the same transaction, half of which can be carried back to final tax return",True,2013-04-04T22:50:44.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T22:50:18.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMTWaIAP,False,,00001429,003G0000018f7a3IAA,001G000000urNBEIA2,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Buy-sell with an uninsurable partner,Low,Spouse can take over-discussed options,True,2013-04-04T22:31:47.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T22:21:57.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 746-2600,,mgarst@integratis.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMTY2IAP,False,,00001434,003G0000018f7XQIAY,0015o000008Cyh0AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Sale of T-100 into company,Medium,Discussed valuation issues and process.,True,2013-04-04T22:52:38.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T22:52:25.000+0000,005G0000002gxzcIAA,2025-01-13T20:56:44.000+0000,0055o0000019VX9AAM,2025-01-13T20:56:44.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMTgxIAH,False,,00001431,003G0000018f6ctIAA,0015o000008CyhaAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Needed info on Sun Par,Medium,"Sent various e-mail info pieces on their Par fund, size of it, going in and out of Par, probablle overstatement of their DSIR etc.",True,2013-04-04T22:37:19.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T22:37:08.000+0000,005G0000002gxzcIAA,2024-11-04T19:12:16.000+0000,0055o0000019VX9AAM,2024-11-04T19:12:16.000+0000,(905)637-3500,(905) 616-0611,whitney@sovereignwealth.ca,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMTlEIAX,False,,00001430,003G0000018f6VlIAI,0015o000008Cyf9AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Where to hold policies of Werner H. and spouse,Medium,Multiple Holdcos,True,2013-04-04T22:34:10.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T22:33:56.000+0000,005G0000002gxzcIAA,2024-02-29T14:03:34.000+0000,0055o0000019VX9AAM,2024-02-29T14:03:35.000+0000,(519)432-6199,,mike.sheffar@spmfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMTm0IAH,False,,00001439,003G0000018f7XPIAY,001G000000urN5tIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Taking policy loan and repaying in same year vs repaying later after gain/T5 issued,Low,,True,2013-04-04T23:08:32.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:08:18.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905) 639-6443 x28,(905) 617-3000,jracicot@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMTmFIAX,False,,00001432,003G0000018f7R2IAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,U.S. estate taxes,Medium,Client has property in Florida. Discussed need for U.S. tax specialist and potential life insurance need.,True,2013-04-04T22:41:17.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T22:41:02.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 442-9276,,wis@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMTv6IAH,False,,00001436,003G0000018f7XPIAY,001G000000urN5tIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of shares out of a company,Medium,,True,2013-04-04T22:59:57.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T22:59:46.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905) 639-6443 x28,(905) 617-3000,jracicot@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMTxLIAX,False,,00001458,003G0000018f7PlIAI,001G000000urNBEIA2,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Sale of policy into client's corporation,High,"Explained policy gain but no tax on excess over CSV
Explained valuaiton estimate and paid valuation process
Sent GBL link to estimate form",True,2013-04-05T00:20:14.000+0000,False,False,005G0000002gxzcIAA,2013-04-05T00:19:58.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)746-2600,,ibrown@integratis.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMTyAIAX,False,,00001441,003G0000018f6guIAA,001G000000urMqLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,"3 hr meeting with Actuarial. CSU, Life Mktng",High,Review options where original future RPU illustrations will not deliver end of out of pocket premiums as originally illustrated,True,2013-04-04T23:25:19.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:25:02.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(416)936-1967,(416) 936-1967,nigelakettle@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMTz1IAH,False,,00001437,003G0000018f7XQIAY,0015o000008Cyh0AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Where policies should be owned and who should be beneficiary,Medium,Two docs with PCs and shared company. Also share Realco. Term insurance. How to structure for buy-sell and business loan purposes,True,2013-04-04T23:02:33.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:02:23.000+0000,005G0000002gxzcIAA,2025-01-13T20:56:44.000+0000,0055o0000019VX9AAM,2025-01-13T20:56:44.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMTzVIAX,False,,00001438,003G0000018f6QwIAI,001G000000urMvOIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Policy transferred up to Holdco before P 88(1) windup,High,"Opco assets sold. Policy to be transferred up to Holdco as part of 88(1) wind-up on tax deferred basis. Had to reverse change of ownership and re-do when wind-up is done (otherwise,unneeded policy gain)",True,2013-04-04T23:05:56.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:05:31.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)315-9060,(905) 517-9620,warren@millcroftfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMU4MIAX,False,,00001442,003G0000018f7XQIAY,0015o000008Cyh0AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Explaining and positioning IRRs in insurance illustrations,Low,,True,2013-04-04T23:29:02.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:27:50.000+0000,005G0000002gxzcIAA,2025-01-13T20:56:44.000+0000,0055o0000019VX9AAM,2025-01-13T20:56:44.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMU7qIAH,False,,00001457,003G0000018f7XQIAY,0015o000008Cyh0AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Accounting for payment of Holdco poliicy premium by Opco,Medium,,True,2013-04-05T00:18:25.000+0000,False,False,005G0000002gxzcIAA,2013-04-05T00:18:12.000+0000,005G0000002gxzcIAA,2025-01-13T20:56:44.000+0000,0055o0000019VX9AAM,2025-01-13T20:56:44.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMU87IAH,False,,00001443,003G0000018f6agIAA,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Par as an asset-client accountants questions,Medium,,True,2013-04-04T23:36:29.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:36:17.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)539-9492,,dave@dofinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMU9LIAX,False,,00001444,003G0000018f7WaIAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Comments on how to handle a charitable gift of life insurance,Medium,,True,2013-04-04T23:39:52.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:39:42.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905) 327-0880,,ted6garrett@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMUA3IAP,False,,00001445,003G0000018f7b3IAA,001G000000urNAzIAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Impact of changing from jointly owned by spouses to solely owned,Medium,,True,2013-04-04T23:41:56.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:41:46.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 744-4176,,corrigan-gwl@corrigansuccession.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMUASIA5,False,,00001446,003G0000018f6agIAA,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Does term ACB carry forward into converted perm policy,Low,Yes,True,2013-04-04T23:43:42.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:43:23.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)539-9492,,dave@dofinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4746.0
500G000000DMUGNIA5,False,,00001450,003G0000018f6guIAA,001G000000urMqLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,IRR on in-force future RPU illustration in case preservation situation,Medium,,True,2013-04-04T23:54:30.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:54:21.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(416)936-1967,(416) 936-1967,nigelakettle@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Concept,0.0,0.0,0.0,,False,4746.0
500G000000DMUGaIAP,False,,00001448,003G0000018f6ZaIAI,001G000000urMwSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Positioning corporate owned insurance,Medium,Also discussed charitable giving strategies. Sent Wayne a PPT,True,2013-04-04T23:50:57.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:50:44.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)448-3477,(519) 754-5040,wayne@stepright.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4746.0
500G000000DMUGrIAP,False,,00001449,003G0000018f7XQIAY,0015o000008Cyh0AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Accounting for corporate owned insurance,Medium,Sent e-mail and sample accounting entries for review by client's accountant,True,2013-04-04T23:52:36.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:52:19.000+0000,005G0000002gxzcIAA,2025-01-13T20:56:44.000+0000,0055o0000019VX9AAM,2025-01-13T20:56:44.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMUHFIA5,False,,00001452,003G0000018f7aLIAQ,001G000000urNB4IAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Comment back about ability of spouse and children to own legal PC-they can't,High,,True,2013-04-05T00:00:24.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:58:06.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 416-1600 x 22,,rachel@dfsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMUHLIA5,False,,00001455,003G0000018f6WMIAY,001G000000urMqTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,How to protect assets of business ownet from creditors,High,"Discussed:
Inter-vivos trusts for personal non-reg and Estate freeze on company stock
Discussed need for father PROBABLY not to be even discretionary beneficairy
Client must seek legal and tax advice
We can only really help with product adviice",True,2013-04-05T00:10:29.000+0000,False,False,005G0000002gxzcIAA,2013-04-05T00:10:08.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(289)932-5367,(905) 351-2210,jessica.kemp@kfginc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMUI3IAP,False,,00001453,003G0000018f7KQIAY,001G000000urMwHIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Questions about U.S. tax filing status of prospect,Medium,"Discussed:
Potential for Par to be non-exempt in U.S.-we can't confirm or deny
Need to file 1040 every year
Estate tax on worldwide estate
Absolutely MUST get U.S. tax advisor",True,2013-04-05T00:03:21.000+0000,False,False,005G0000002gxzcIAA,2013-04-05T00:03:13.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)682-5789X229,,rbartleet@capital-wealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMUIbIAP,False,,00001451,003G0000018f6ctIAA,0015o000008CyhaAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,"Explaining in-force RCA with LL UL to Whit, client (employer) and employee",High,Also lead to discussion of UL policy make-up by Scott Sadler with the HR people and delaying retirement date,True,2013-04-04T23:56:51.000+0000,False,False,005G0000002gxzcIAA,2013-04-04T23:56:40.000+0000,005G0000002gxzcIAA,2024-11-04T19:12:16.000+0000,0055o0000019VX9AAM,2024-11-04T19:12:16.000+0000,(905)637-3500,(905) 616-0611,whitney@sovereignwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMUKrIAP,False,,00001454,003G0000018f6ZLIAY,001G000001kmnyhIAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Salary vs dividend-do no RRSP and buy corporate Par policy,High,Explained salary/divdiend deicsion was complex involving many tax factors and some consideration of personal preference and having multiple asset 'pools'. Can't make RRSP vs corporate owned insurance decision in isolation and challenging for us to guide overall salary/dividend decision.,True,2013-04-05T00:07:10.000+0000,False,False,005G0000002gxzcIAA,2013-04-05T00:06:58.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905) 633-9666,(905) 320-8099,kevinbrady62@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMUN2IAP,False,,00001456,003G0000018f7PlIAI,001G000000urNBEIA2,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Trust vs Holdco and insurance implications,Medium,Explained they were completely different animals and there usually isn't any money in Trusts created for estate freeze purposes....that you had to pay taxable dividends to get money in the Trust.,True,2013-04-05T00:13:55.000+0000,False,False,005G0000002gxzcIAA,2013-04-05T00:13:45.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)746-2600,,ibrown@integratis.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMUPDIA5,False,,00001459,003G0000018f6QwIAI,001G000000urMvOIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Insurance CSV in Holdco that must be transferred prior to shares sale-CGE question,Medium,"Explained:
90% test irrelevant
50% test based on CSV (no FMV)",True,2013-04-05T00:22:34.000+0000,False,False,005G0000002gxzcIAA,2013-04-05T00:22:24.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)315-9060,(905) 517-9620,warren@millcroftfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4746.0
500G000000DMWluIAH,False,,00001460,003G0000018f6ZgIAI,0015o000008CyfNAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,In Person,,Meeting to set annual goals and negotiate renewal,Medium,Negotiated Dr. M.B. Kus,True,2013-04-05T13:30:00.000+0000,False,False,005G0000002gyD9IAI,2013-04-05T13:29:47.000+0000,005G0000002gyD9IAI,2024-10-04T13:28:59.000+0000,0055o0000019VX9AAM,2024-10-04T13:29:00.000+0000,(519)336-0999,(226) 239-1729,greg@barillandcompany.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyD9IAI,,,,,,Concept,0.0,0.0,0.0,,False,4745.0
500G000000DMXrAIAX,False,,00001461,003G0000018f74WIAQ,001G000000urMpbIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Leveraged investment - payout,Medium,"Roger's client wishes to pay out his investment loan (originally sold by Bill Yurchuk). Sent  Roger the Solutions Banking payout guide and number for the client service centre so that he could get the process started (find out outstanding balance, per diem rate, etc..)",True,2014-11-04T16:24:09.000+0000,False,False,005G0000002gy6vIAA,2013-04-05T15:33:27.000+0000,005G0000002gy6vIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)490-0289,(519) 490-0289,roger@rogerwarren.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6vIAA,,,,,,,0.0,0.0,0.0,,False,4745.0
500G000000DMY40IAH,False,,00001462,003G0000018f6gdIAA,0015o000008CyhiAAC,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Car Dealeship Owner,Medium,Interested in CIAT.  Steve sending first proposals for 40k and 60k,False,,False,False,005G0000002gy6QIAQ,2013-04-05T15:58:46.000+0000,005G0000002gy6QIAQ,2024-11-04T13:29:51.000+0000,0055o0000019VX9AAM,2024-11-04T13:29:51.000+0000,(905)662-2424,(905) 327-1676,steve@truvisionfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4745.0
500G000000DMYJ9IAP,False,,00001463,003G0000018f6gJIAQ,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Sean at SPire Tea,Medium,"Corporate Collateral Loan
third meeting with both partners",False,,False,False,005G0000002gy6QIAQ,2013-04-05T16:21:22.000+0000,005G0000002gy6QIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)249-1200,(519) 575-0859,steve@stevemantione.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,4745.0
500G000000DMaGKIA1,False,,00001464,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Storyteller's Foundation,Medium,Received a RTQ on company.  Released two proposed illustrations as per advisors request for plan design.,True,2013-05-31T18:58:05.000+0000,False,False,005G0000002gyE0IAI,2013-04-05T20:17:35.000+0000,005G0000002gyAiIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,Quotation;Presentation,0.0,0.0,0.0,,False,4745.0
500G000000DMhFcIAL,False,,00001465,003G0000018f6ZaIAI,001G000000urMwSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Questions about client buy-sell,Low,Was to send me buy-sell but it didn't come through. Have to see what happened,True,2013-04-07T14:16:36.000+0000,False,False,005G0000002gxzcIAA,2013-04-07T12:41:00.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)448-3477,(519) 754-5040,wayne@stepright.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4743.0
500G000000DMhJNIA1,False,,00001466,003G0000018f6t6IAA,001G000000urMqRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Phone call with Dennis and Tim about the case,High,Discussed corporate structure and related insurance issues.,True,2013-04-07T14:16:13.000+0000,False,False,005G0000002gxzcIAA,2013-04-07T14:15:31.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(855)595-4396,905-835-0778,tmorrison@hfwm.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4743.0
500G000000DMhKsIAL,False,,00001467,003G0000018f6WLIAY,001G000000urMqQIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,"Client with $2,000,000 to buy insurance for charitable gift to Carleton",Low,"Dennis Gowan quarterbacking the case and Leon also involved in product nuance

Multiple discussions and e-mails/memos about how to structure and how to get the client recognition for $5,000,000 capital gift while carving some o fthe $2,000,000 out for an immediate gift (Carleton's request) and maintain that level of coverage",True,2013-04-07T18:42:10.000+0000,False,False,005G0000002gxzcIAA,2013-04-07T14:22:34.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)682-2651X275,,darrell.kemp@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4743.0
500G000000DMhnXIAT,False,,00001468,003G0000018f6WMIAY,001G000000urMqTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,"Corporate structure, family succession, insurance fit into the planning",Low,Discussed a potential case and the fact-finding I'd need to see the client is serious. Agreed to send Jess and Michael info on fact-finding business owners and how to position benefits of permanent insurance in business planning.,True,2013-04-07T18:44:18.000+0000,False,False,005G0000002gxzcIAA,2013-04-07T18:44:05.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(289)932-5367,(905) 351-2210,jessica.kemp@kfginc.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Marketing Piece;Analysis Document;Presentation,0.0,0.0,0.0,,False,4743.0
500G000000DMkLTIA1,False,,00001469,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Markham,Medium,Existing policy.  Looking for opportunities to remove the loan and move foward. Plan change quote being requested.,True,2015-08-25T15:04:55.000+0000,False,False,005G0000002gy8vIAA,2013-04-08T13:06:30.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4742.0
500G000000DMkb0IAD,False,,00001474,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Billie Lou Laskosky,Medium,HNW client - looking to move to N series.  Working with Advisor to see the implications,True,2013-06-12T20:38:53.000+0000,False,False,005G0000002gy9QIAQ,2013-04-08T16:35:55.000+0000,005G0000002gy9QIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4742.0
500G000000DMkhmIAD,False,,00001470,0030A0000029p3MQAQ,001G000000urN85IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,Concept 8/10 et Collatéral,Medium,Besoin d'information sur ces concepts suite aux changements du dernier budget. Croyais que le collatéral n'existait plus.,False,,False,False,005G0000002gyBaIAI,2013-04-08T13:55:29.000+0000,005G0000002gy4mIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(514)312-7190X321,5148980357,marc-antoine.mainville@sfl.ca,(514)312-7188,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBaIAI,,,,,,,0.0,0.0,0.0,,False,4742.0
500G000000DMlehIAD,False,,00001475,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Longpre,Medium,HNW client - looking at moving to N series.  Working with advisor on implications,True,2013-06-11T19:08:31.000+0000,False,False,005G0000002gy9QIAQ,2013-04-08T16:36:37.000+0000,005G0000002gy9QIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4742.0
500G000000DMmBeIAL,False,,00001477,003G0000018f7EMIAY,001G000000urMrYIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Existing CI comparison to our offering,Low,"Client has group CI policy with Combined Insurance Company of America.

Advisor wanted a comparison of the two products.  Went through the existing contract determined that it is cancellable and has limitations on CI's that are covered.

Provided advisor with a brief break down of differences.  Advisor is meeting with client next week to request premium schedule and to discuss next steps.",True,2013-04-08T17:23:56.000+0000,False,False,005G0000002gy4VIAQ,2013-04-08T17:23:50.000+0000,005G0000002gy4VIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(705)745-1324,(705) 741-9786,david@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4742.0
500G000000DMmOuIAL,False,,00001472,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Janice Edey,Medium,On going issues regarding fees from the portfolio.  Fees for both the RSP and Non-Reg have been taken from the RSP account for the year of 2012 - creating some tax concerns for the client. The non-reg fees were suppose to come from the non-reg account.  Working with Carly B in HO to rectify.,True,2013-06-11T19:10:01.000+0000,False,False,005G0000002gy9QIAQ,2013-04-08T16:34:06.000+0000,005G0000002gy9QIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4742.0
500G000000DMmQ8IAL,False,,00001476,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Chupik,Medium,Looking at moving to N series.  What are implications?,True,2013-06-11T16:23:45.000+0000,False,False,005G0000002gy9QIAQ,2013-04-08T16:37:20.000+0000,005G0000002gy9QIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4742.0
500G000000DMmQpIAL,False,,00001473,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Ile/Millar Account,Medium,"HNW client.  Looking to consolidate in N series.  working with Advisor to see the implications.
Conference call booked on June 26th.  Advisor coming to office.  Prepared full review for the clients including moving to premium priced products where available.
Completed portfolio review with client and advisor.  Client was happy with overall review.  We addressed fund changes, fees, perforamnce and retirement income going forward. We will be  moving assets over to N series over the next month.",True,2013-06-26T21:55:58.000+0000,False,False,005G0000002gy9QIAQ,2013-04-08T16:35:09.000+0000,005G0000002gy9QIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4742.0
500G000000DMmjnIAD,False,,00001478,003G0000018f7FEIAY,001G000000urMr9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,End Client Question,Low,"Possible case re-write w/ irrevocable beneficiary. Spoke with MA, Andrea.",True,2013-04-08T17:32:57.000+0000,False,False,005G0000002gy2wIAA,2013-04-08T17:32:57.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(647)290-0676,(647) 290-0676,bruce@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4742.0
500G000000DMnMWIA1,False,,00001480,003G0000018f6l9IAA,001G000000urMpbIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Nova Vita Master app complete,Medium,All other forms to follow.,True,2013-04-08T18:10:42.000+0000,False,False,005G0000002gyD9IAI,2013-04-08T18:09:45.000+0000,005G0000002gyD9IAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 639-0931,,jennifer.campbell@freedom55financial.com,(519) 336-2752,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyD9IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4742.0
500G000000DMnOBIA1,False,,00001479,003G0000018f6yOIAQ,001G000000urMrYIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,DI Top Up,Low,"Met with Christina to go through a group booklet to detemine DI gap.  Went through the software together and determined a minor gap.  

Advisor is comfortable using the software in the future.",True,2013-04-08T17:54:51.000+0000,False,False,005G0000002gy4VIAQ,2013-04-08T17:54:48.000+0000,005G0000002gy4VIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,705-745-1324,,christina.scobie@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4742.0
500G000000DMoRpIAL,False,,00001481,003G0000018f6hVIAQ,0015o000008CyvvAAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,IPP Inq,Medium,business owner looking at RCA and IPP as possible retirement solution. George has all info re them and GB Lang -- he will get an IPP quote and follow up,True,2013-05-17T15:49:43.000+0000,False,False,005G0000002gy2VIAQ,2013-04-08T19:19:51.000+0000,005G0000002gy2VIAQ,2024-03-11T14:16:40.000+0000,0055o0000019VX9AAM,2024-03-11T14:16:41.000+0000,(613)741-5460,(613) 878-4208,george@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4742.0
500G000000DMoivIAD,False,,00001482,003G0000018f6k9IAA,001G000000urMrqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,moving approx 5 miilion of own $$ from old to new segs,High,Full pricing grid prepared and sent -- met with Bob McGaraughty to discuss all particulars -- Gord will move $$ after his return from vacation,True,2013-11-21T16:37:13.000+0000,False,False,005G0000002gy2VIAQ,2013-04-08T19:45:07.000+0000,005G0000002gy2VIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(613)720-0456,(613) 720-0456,gord@gpikeholdings.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece;Quotation;Analysis Document;Presentation;Concept,2.0,0.0,0.0,,False,4742.0
500G000000DMq9oIAD,False,,00001483,003G0000018f6V0IAI,001G000000urMseIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Annual Review M.Bourgeois,Medium,Rebalancing + new assets?,True,2013-05-07T14:25:42.000+0000,False,False,005G0000002gy8MIAQ,2013-04-08T21:40:13.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,2.0,0.0,0.0,,False,4742.0
500G000000Dm1zzIAB,False,,00001484,003G0000018f7oQIAQ,001G000000urNAcIAM,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,HNW Case - Ronald Rodrigue,Medium,"HNW  analysis & proposal
Mutual Funds + Segs",True,2013-04-14T22:33:06.000+0000,False,False,005G0000002gy8MIAQ,2013-04-09T01:17:34.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(418) 484-5641,(418) 222-2355,alain.bolduc@financiavip.ca,,,,,,,,,,,Desjardins,Other,,,0.0,,,0.0,False,Desjardins,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,4742.0
500G000000Dm3wVIAR,False,,00001485,003G0000018f7aSIAQ,001G000000urNAtIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Weighting or prior years claims experience,Medium,"John called to find out when GWL started using prior years claims experience.  I told him that wasn't new, that we always use 3 years claims experience (when available).  He indicated Scott and I had told him we don't use history.  I explained he was mistaked that we wouldn't have told him that.   Outlined the weightings used.",True,2013-07-30T15:25:08.000+0000,False,False,005G0000002gy74IAA,2013-04-09T13:52:42.000+0000,005G0000002gy74IAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 579-4730,,john@bencomfsgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy74IAA,,,,,,,0.0,0.0,0.0,,False,4741.0
500G000000Dm7L1IAJ,False,,00001486,003G0000018f72VIAQ,001G000000urMrTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Mortgage Insurance v. Term,Low,"Advisor ran into some competition with RBC.  Wanted to compare individual term with DI to mortgage insurance. 

Ran through the differences and advantages of individual insurance.",True,2013-04-09T20:28:36.000+0000,False,False,005G0000002gy4VIAQ,2013-04-09T20:28:31.000+0000,005G0000002gy4VIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,905-831-3600,(416) 409-8090,ryan.jimenez@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4741.0
500G000000Dm8NMIAZ,False,,00001487,003G0000018f6chIAA,001G000000urMrYIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Face to Face Meeting - CI \ DI \ LIFE,Low,"Met with Dwight and Deria to discuss Life and LB tools \ positioning.  Ran through new CI tool and discussed some positioning around cascading insurance, estate transfers.

Dwight mentioned that he has two clients in mind and he will be forwarding me their specs this week.",True,2013-04-09T20:46:15.000+0000,False,False,005G0000002gy4VIAQ,2013-04-09T20:46:11.000+0000,005G0000002gy4VIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)419-5372,,dwight.hickson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4741.0
500G000000Dm9y4IAB,False,,00001489,003G0000018f6wlIAA,001G000000urMtfIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Investment case as follow-up to big insurance sale,Medium,"ACC Benoit Charest has been involved for the life side.  Melissa wants to finalize the life sale before working on the investment side.  Melissa and I agreed to connect after April 18th, 2013.  Through F55 RD, I learned that the case was dead.",True,2013-09-17T03:07:05.000+0000,False,False,005G0000002gy7iIAA,2013-04-10T01:13:01.000+0000,005G0000002gy7iIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,418-543-4471,,melissa.roche@financiereliberte55.com,,,,,,,,,,,Desjardins,Other,,,0.0,,,0.0,False,Desjardins,,,,,005G0000002gy7iIAA,,,,,,,0.0,0.0,0.0,,False,4741.0
500G000000DmD7AIAV,False,,00001490,003G0000018f6bhIAA,001G000000urMqsIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Pension Transfer for Theresa Martin in October 2012 has tax implications to resolve,High,"Olga (Rick's MA) brought the pension transfer file from October to me where London Life received a mix of:
$197k Locked-in (LIRA) + $89k RRSP ($48k from Group RSP + 8k from registered share purchase plan + 33k from taxable EXCESS Portion not eligible for tax sheltering (unless the client had eligible RRSP room) + $7k TFSA + $7k non-registered.

The SunLife pension transfer indicated that the taxabe EXCESS portion of $33k would include w/h tax but it appears they did not do so once the client signed back a DECLARATION stating they had eligible RRSP contribution room to shelter the entire $33k portion.   It appears that London Life considered this a ""sheltered RSP transfer"" and did not issue an RRSP contribution receipt.  However, SunLife although they did not w/h tax at source, did issue a T4A for the entire 33k Excess portion. So it appears that LL needs to issue an RRSP tax receipt otherwise the income won't be offset by a deduction??   We looked up the Tax contacts at IRIS contained in the RRSP Admin Guide on Advisor Site and Olga was going to explain the issuance of the T4A and fax the statement from SunLife indicating they would be doing this.",True,2013-05-10T15:08:24.000+0000,False,False,005G0000002gy7yIAA,2013-04-10T15:26:26.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4740.0
500G000000DmDGCIA3,False,,00001491,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client is an Auditor of our Company and can't own LL or Quadrus investments,High,"MonaLisa aksed how I could assist in setting her up with ManuLife to sell their seg funds due to the restriction that our funds can 't be sold.  I told her that we have no such relationship to do this.  She would be going outside her LL contract and all business submitted to Manulife for seg funds is not part of our Inter-Corporate partnership (unlike life insurance and GIO)

I recommended she get Steve Kennedy's consent to do this if she feels she has to offer a solution to her client.  Anjali Kochar then called a few days later asking if she sold Manulife Seg funds would she get paid by LL?  I said NO. No payment of commission  / no recognition credit / and this is not an arrangement I can assist with.  Also recommended that Anjali get Steve's consent but at the end of the day, this business is NADA toward our own objectives.",True,2013-05-10T15:04:35.000+0000,False,False,005G0000002gy7yIAA,2013-04-10T15:41:49.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4740.0
500G000000DmEmQIAV,False,,00001492,003G0000018f6eRIAQ,001G000000urMouIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Seminars,Medium,Dean wants to propel his business to the next level so we discussed marketing opportunities for seminars and how to help him strategize ways to bring in money. I gave him my full concurrence that I would make myself available for an evening if Dean needed my support to speak at his seminar.,True,2013-04-10T18:59:14.000+0000,False,False,005G0000002gyFjIAI,2013-04-10T18:59:07.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)299-7196,(204) 299-7196,dean.barth@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4740.0
500G000000DmFidIAF,False,,00001493,003G0000018f7Z0IAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Conversion Harry Liaconis,High,Met twice.  Client meeting with accountant shortly.,True,2013-11-14T21:54:31.000+0000,False,False,005G0000002gy6QIAQ,2013-04-10T19:55:01.000+0000,005G0000002gy6QIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905) 528-0649,,c@cicerofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,Marketing Piece;Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,4740.0
500G000000DmKI4IAN,False,,00001494,003G0000018f72mIAA,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Insurance on Self,High,Mike wants to take out JLTD policy for 50k on himself and spouse.  Weighing advantages of LL vs GWL in terms of CV's and late DB.  MIke has CG issue at last death,False,,False,False,005G0000002gy6QIAQ,2013-04-11T14:29:49.000+0000,005G0000002gy6QIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(416)587-4130,(416) 587-4130,mike@altwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6QIAQ,,,,,,Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,4739.0
500G000000DmKRyIAN,False,,00001495,003G0000018f6uxIAA,001G000000urMtTIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,AMG,Medium,"Besoin d'information sur le produit à présenter aux nouveaux diplômés en Chiropratie, qui puisse les protéger avec un coût raisonnable (T10 ou prime échelonnée)",True,2013-04-11T14:37:26.000+0000,False,False,005G0000002gy4mIAA,2013-04-11T14:36:50.000+0000,005G0000002gy4mIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,877-494-4315,,caroline.lafleur@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4mIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4739.0
500G000000DmNywIAF,False,,00001496,003G0000018f7SoIAI,001G000000urMxXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Advisor called to say another advisor had  quote from GW with a lower price,High,Owner called Earl to say they were going with a different advisor that promised them better rates from GW and raised the comment about lowering TLRs.  Wouldn't tell the Earl who the other advisor was.  Not sure what will happen with the group as a result,True,2013-12-24T00:16:07.000+0000,False,False,005G0000002gy3HIAQ,2013-04-11T20:30:28.000+0000,005G0000002gy2oIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(780) 490-5945,(780) 993-3822,earlshindruk@optimaxbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4739.0
500G000000DmPMNIA3,False,,00001498,003G0000018f6raIAA,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Fiscalité pour clients ayant des immeubles,Medium,Don planifie,True,2013-04-12T01:10:34.000+0000,False,False,005G0000002gy4mIAA,2013-04-12T01:09:57.000+0000,005G0000002gy4mIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(514)235-5520,(514) 235-5520,steven.dalfen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4mIAA,,,,,,Concept,0.0,0.0,0.0,,False,4739.0
500G000000DmRozIAF,False,,00001499,003G0000018f7JWIAY,001G000000urMouIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,"UL, Par comparison Mrs. Malcolm",Medium,Created UL and Par quotes for client with the goal of insuring final expenses and estate taxes. Client has specific premium scheduel in mind pre and post retirement. Annual Premium 5K.,True,2013-05-10T15:43:44.000+0000,False,False,005G0000002gyDJIAY,2013-04-12T14:25:01.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204) 489-1012 x434,,eku.malcolm@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Quotation,1.0,0.0,0.0,,False,4738.0
500G000000DmS1tIAF,False,,00001501,003G0000018f6YEIAY,001G000000urMouIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,"3 DI, Laurin Sheet Metal",Medium,"Owners plan to change income structures and may loose Group LTD. Once I received details of Group LTD benefits, I realized they are underinsured with the group alone and have options for a top-up or off-set. 

Waiting on client to consult accountant and confirm plan design. All underwriting requirements complete. Annual Premium approx 7K.",True,2013-05-10T15:48:12.000+0000,False,False,005G0000002gyDJIAY,2013-04-12T14:47:31.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)489-5534X356,,wes.from@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Marketing Piece;Quotation;Analysis Document,0.0,0.0,0.0,,False,4738.0
500G000000DmS6gIAF,False,,00001500,003G0000018f6beIAA,0015o000008CyvsAAC,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,DI for 3 new shareholders Headingly Sport Shop,Medium,Worked mainly with Sam Parrish on case. Needed assistance with occ classes and if we can consider clients self-employed during this time of tranistion.,True,2013-06-06T14:50:48.000+0000,False,False,005G0000002gyDJIAY,2013-04-12T14:29:11.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)594-8331,,patrick@blackwoodfes.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,4738.0
500G000000DmSE3IAN,False,,00001503,003G0000018f6UWIAY,001G000000urMu0IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,McCracken - LIB income commencement,Medium,"Clients with existing LIB contracts totalling $740,000 wish to commence income from plans.
Advisor would like me to meet him and clients so ensure we proceed in the best way possible and so not to impact any guarantees.",True,2014-11-04T16:26:15.000+0000,False,False,005G0000002gy6vIAA,2013-04-12T15:10:42.000+0000,005G0000002gy6vIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)963-4400,(519) 872-8942,hugh@unityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6vIAA,,,,,,,0.0,0.0,0.0,,False,4738.0
500G000000DmSLDIA3,False,,00001502,003G0000018f6aRIAQ,001G000000urMqmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Portfolio Insights,Medium,I have been e-mailing back and forth with Rod and his associate Mike regarding the reports generated by Portfolio Insights (which they currently do not use). They provided me with a client name to work with and I ran a report and e-mailed it to them today. Mike e-mailed me back saying he was out for the day and would look at it next week.,True,2013-08-13T18:31:10.000+0000,False,False,005G0000002gyEsIAI,2013-04-12T14:58:19.000+0000,005G0000002gyEsIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,519-833-4433,,rod.baker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4738.0
500G000000DmT3YIAV,False,,00001505,003G0000018f6nNIAQ,001G000000urMtTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Planif. avec JP Berger,Medium,Besoin d'infos sur les critères de sélection pour une planification successorale avec JP Berger,True,2013-04-12T18:50:13.000+0000,False,False,005G0000002gy4mIAA,2013-04-12T18:50:04.000+0000,005G0000002gy4mIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,877-494-4315,,maxime.bedard@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4mIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4738.0
500G000000DmU0zIAF,False,,00001504,003G0000018f71CIAQ,001G000000urMtTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Transfert de police AI,Medium,Besoin d'infos fiscales pour transférer une police AI de personnelle à la corporation . Dossier de sa notaire,True,2013-04-12T18:02:03.000+0000,False,False,005G0000002gy4mIAA,2013-04-12T18:01:47.000+0000,005G0000002gy4mIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(819)663-0555,(819) 661-3663,pascal@pascalleduc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4mIAA,,,,,,,0.0,0.0,0.0,,False,4738.0
500G000000DmUaDIAV,False,,00001506,003G0000018f7UqIAI,001G000000urN3PIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Mattimo Developments Inc.,Medium,Life insurance for funding of tax liability for shareholders of real estate development company,True,2013-05-02T16:39:43.000+0000,False,False,005G0000002gy8DIAQ,2013-04-12T19:06:57.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(819) 643-1512 x 243,,mhivon@ppta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,1.0,0.0,0.0,,False,4738.0
500G000000DmUk9IAF,False,,00001514,003G0000018f7J3IAI,001G000000urMrJIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,DI - Steve Ducas,Medium,"Asking about plan design for client.
Inforce case.",True,2015-10-30T15:15:16.000+0000,False,False,005G0000002gy9EIAQ,2013-04-12T20:30:23.000+0000,005G0000002gy9EIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905) 475-0122 X6222,,donka.trifunovski@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4738.0
500G000000DmUonIAF,False,,00001507,003G0000018f6mpIAA,0015o000008CyvvAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,GAL Aviation Inc.,High,Insurance funding for post-morem planning for shareholder of private corporation.,True,2013-05-02T16:37:04.000+0000,False,False,005G0000002gy8DIAQ,2013-04-12T19:16:55.000+0000,005G0000002gy8DIAQ,2024-03-11T14:16:40.000+0000,0055o0000019VX9AAM,2024-03-11T14:16:41.000+0000,(613)741-5460,(613) 240-4650,chris@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4738.0
500G000000DmUvaIAF,False,,00001512,003G0000018f7V4IAI,001G000000urN35IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Beanish - Gage,Medium,"Prepare tax and estate planning report for married couple, both of whom are dentists.",True,2013-05-02T16:37:48.000+0000,False,False,005G0000002gy8DIAQ,2013-04-12T20:14:51.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(613)735-4141,(613) 633-9331,neil@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4738.0
500G000000DmV65IAF,False,,00001510,003G0000018f7TpIAI,001G000000urN3OIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Michael Halpke,Medium,Funding for Shareholders Agreement,True,2013-05-02T16:38:58.000+0000,False,False,005G0000002gy8DIAQ,2013-04-12T19:59:19.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(613)824-8335,(613) 852-2521,tim@palladiuminsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4738.0
500G000000DmVCnIAN,False,,00001511,003G0000018f7TpIAI,001G000000urN3OIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Frank Napolitano,Medium,Funding or Shareholders Agreement,True,2013-05-02T16:38:38.000+0000,False,False,005G0000002gy8DIAQ,2013-04-12T20:00:15.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(613)824-8335,(613) 852-2521,tim@palladiuminsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4738.0
500G000000DmVPTIA3,False,,00001513,003G0000018f7DWIAY,001G000000urMvDIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Group conversion,Low,"Client is 64, NS
Has $25K in group
Wants to convert Life Group plan to Individual.",False,,False,False,005G0000002gy9EIAQ,2013-04-12T20:26:02.000+0000,005G0000002gy9EIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,905-222-2444,,brandon@smith-rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4738.0
500G000000DmVZtIAN,False,,00001515,003G0000018f7NbIAI,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Term to Perm conversion,Medium,"If a client is rated on their term, will they have the same rating for perm.",True,2015-10-30T15:11:23.000+0000,False,False,005G0000002gy9EIAQ,2013-04-12T20:50:38.000+0000,005G0000002gy9EIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,905-475-0122,,peter.kanellopoulos@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4738.0
500G000000DmVcrIAF,False,,00001516,003G0000018f7NbIAI,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Term 10 => Term 20,Low,Will a client say super preferred if that was what they had on term plan.,True,2016-02-16T17:27:26.000+0000,False,False,005G0000002gy9EIAQ,2013-04-12T20:52:26.000+0000,005G0000002gy9EIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,905-475-0122,,peter.kanellopoulos@londonlife.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4738.0
500G000000DmVdQIAV,False,,00001517,003G0000018f7NbIAI,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Age on PAR,Low,"How long will we save age on PAR?

Is there backdating???",True,2016-02-16T17:28:09.000+0000,False,False,005G0000002gy9EIAQ,2013-04-12T20:53:45.000+0000,005G0000002gy9EIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,905-475-0122,,peter.kanellopoulos@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4738.0
500G000000DmfF9IAJ,False,,00001518,003G0000018f6hVIAQ,0015o000008CyvvAAC,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,337086 term certain annuity,Medium,ll and gwl quotes sent on apr 12th,True,2015-12-01T19:03:36.000+0000,False,False,005G0000002gy2VIAQ,2013-04-15T12:42:30.000+0000,005G0000002gy2VIAQ,2024-03-11T14:16:40.000+0000,0055o0000019VX9AAM,2024-03-11T14:16:41.000+0000,(613)741-5460,(613) 878-4208,george@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Quotation,2.0,0.0,0.0,,False,4735.0
500G000000Dmfm2IAB,False,,00001519,003G0000018f70VIAQ,001G000000urMptIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Freberg,Medium,"Corporate Insurance. 

Annual Premium $24,805",True,2013-06-13T13:19:54.000+0000,False,False,005G0000002gy8vIAA,2013-04-15T13:35:06.000+0000,005G0000002gy8vIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(416)953-4713,(519) 852-7676,angelo@abwealthandestate.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4735.0
500G000000DmfwmIAB,False,,00001520,003G0000018f6V9IAI,001G000000urMqVIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Portfolio Rebalancing for RESP account,Medium,"David has brought to my attention a client with a portfolio of 3rd party Mackenzie funds.  I've offered to do a portfolio review/re-balance with our funds for a more diversified approach with a lower weight in resources.

I will attempt to do a balanced portfolio with a lower weight on canadian resources.",True,2013-07-19T13:36:51.000+0000,False,False,005G0000002h9WtIAI,2013-04-15T14:05:42.000+0000,005G0000002h9WtIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(416) 366-2971 Ext. 5562,,david.loucks@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4735.0
500G000000DmgP9IAJ,False,,00001521,003G0000018f7a4IAA,001G000000urNAwIAM,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Broker Contract vs Gold Key Contract,Medium,Mike called and wanted to discuss the merits of dropping to a broker contract to allow him to have access to the new business bonus,False,,False,False,005G0000002gy7EIAQ,2013-04-15T14:41:09.000+0000,005G0000002gy7EIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 772-3887,,mclark@clarkinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7EIAQ,,,,,,Presentation,0.0,0.0,0.0,,False,4735.0
500G000000Dmh02IAB,False,,00001530,003G0000018f6Z5IAI,001G000000urMpIIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Business owner,Medium,"Tax liability on shares . 
Mike to send FNA on share structure etc.

Received.",False,,False,False,005G0000002gy4gIAA,2013-04-15T16:54:11.000+0000,005G0000002gy4gIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(705)567-5555,(705) 568-7720,michael@pwminc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,,0.0,0.0,0.0,,False,4735.0
500G000000DmhDlIAJ,False,,00001522,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Mildred Beatty,Medium,"Jim is waiting for the cottage to be sold which should bring in another $500,000. This is put off for a while so I am listing it as postponed.

Client currently has a RRIF with Jim and sons manage the acct on their mother's behalf. Jim requested a portfolio recommendation regarding the acct. Current holdings are in the Balanced Profile, Conservative Profile and Fixed Income Profile funds.",True,2013-10-21T13:35:12.000+0000,False,False,005G0000002gy3wIAA,2013-04-15T15:56:40.000+0000,005G0000002gy3wIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4735.0
500G000000DmhKMIAZ,False,,00001523,003G0000018f6YTIAY,001G000000urMrfIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,Judy Utman,Medium,"FNA completed by doug. Prepared a report to outline the tax liability for Judy's estate. Calculate CG on properties and corp shares. Include assumed probate fees and growth. 
Report sent to Shannon 04/03/13",False,,False,False,005G0000002gy4gIAA,2013-04-15T16:20:06.000+0000,005G0000002gy4gIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(613) 246-3231,,doug@phillipsgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4735.0
500G000000DmhYpIAJ,False,,00001524,003G0000018f6XbIAI,001G000000urMp4IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Freeman,Medium,"Father owns par, 2 sons have successfulll business . Provide ""LL Par ideas"", Doug to provide me the illustration of what he has started with. Keep it simple.",False,,False,False,005G0000002gy4gIAA,2013-04-15T16:28:36.000+0000,005G0000002gy4gIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(705)691-3262,,doug.clark@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,,1.0,0.0,0.0,,False,4735.0
500G000000Dmha3IAB,False,,00001528,003G0000018f6qJIAQ,001G000000urMouIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,RPU case,High,"REquested a RPU quote for joint 25K annual premium
Met with advisor to review presentation to client",True,2014-01-20T18:30:19.000+0000,False,False,005G0000002gyHxIAI,2013-04-15T16:46:57.000+0000,005G0000002gyHxIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)488-2038X3,(204) 232-8388,bob@hodsonfinancialinc.com,(204)488-2083,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyHxIAI,,,,,,,0.0,0.0,0.0,,False,4735.0
500G000000DmhfhIAB,False,,00001525,003G0000018f75iIAA,001G000000urMp4IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,Male 49 business owner,Medium,"Look at ""investment"" opportunities usining corp owned life insurance

Illustrations sent, $21K annual premium",False,,False,False,005G0000002gy4gIAA,2013-04-15T16:39:35.000+0000,005G0000002gy4gIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(705)670-1313,(705) 677-6471,doug4insurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Concept,0.0,0.0,0.0,,False,4735.0
500G000000DmhizIAB,False,,00001526,003G0000018f6R8IAI,001G000000urMw6IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,Brian Pedersen RPU,Medium,"Order 2 RPU's. 20 pay & JWL $25K annula premum

Illustrations forwarded to Cory",False,,False,False,005G0000002gy4gIAA,2013-04-15T16:43:21.000+0000,005G0000002gy4gIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(705)647-6645,(705) 648-1555,cory@stcyr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4735.0
500G000000DmhjaIAB,False,,00001532,003G0000018f6e1IAA,001G000000urMqKIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Mortgage coverage opportunities,Medium,We discussed the differences between bank and GWL coverage for the mortgage. There is an opportunity for John to do more Life and CI. His client base is families not high net worth. I will set up a meeting towards end of May to put together 5 proposals for his clients.,True,2013-05-16T13:38:48.000+0000,False,False,005G0000002gy4fIAA,2013-04-15T17:01:36.000+0000,005G0000002gy4fIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)561-5177,,john.leith@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy4fIAA,,,,,,,1.0,0.0,0.0,,False,4735.0
500G000000DmhmSIAR,False,,00001529,003G0000018f7UqIAI,001G000000urN3PIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,IFA,Medium,4 business partners.Total premium $230K. Prepared IFA illustration . Michel to meet April 23rd.,False,,False,False,005G0000002gy4gIAA,2013-04-15T16:48:10.000+0000,005G0000002gy4gIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(819) 643-1512 x 243,,mhivon@ppta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4735.0
500G000000DmhsaIAB,False,,00001531,003G0000018f7C4IAI,001G000000urMrpIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Kevin Barns,Medium,"Provided si,si,li.  Client doesnt see the value. Create customised ""why par"", send 14/04/13 
$8115 annual premium",False,,False,False,005G0000002gy4gIAA,2013-04-15T16:57:15.000+0000,005G0000002gy4gIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4735.0
500G000000DmiX4IAJ,False,,00001533,003G0000018f6tWIAQ,001G000000urMouIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Storoschuk,High,Discussed details of client case,True,2013-10-08T19:08:26.000+0000,False,False,005G0000002gyHxIAI,2013-04-15T18:00:12.000+0000,005G0000002gyHxIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)837-1161,(204) 229-4405,thomas@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyHxIAI,,,,,,,0.0,0.0,0.0,,False,4735.0
500G000000DmiwhIAB,False,,00001534,003G0000018f7xiIAA,001G000000urN7JIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Cutts - AVO,Low,"met with Stephen to discuss more details on this client....i advised that would be ideal to more detail and financial statements...but steph prefered to proceed with illustrations first...i will do up some SISILI based on info stephen provided
Sept 10th - stephen indicated case went no where.....no further info provided....dead case",True,2013-09-23T19:43:23.000+0000,False,False,005G0000002gy1HIAQ,2013-04-15T18:39:30.000+0000,005G0000002gy1HIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)272-9670,,stephen@entrustfs.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1HIAQ,,,,,,Marketing Piece;Quotation;Concept,0.0,0.0,0.0,,False,4735.0
500G000000Dmj0yIAB,False,,00001535,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Hurricane Industries - #266686,Low,ID #8 - wanted to know if chiropractic claims submitted for March and April had been processed - please check and get back to advisor,False,,False,False,005G0000002gy2oIAA,2013-04-15T18:46:32.000+0000,005G0000002gy2oIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,1.0,0.0,0.0,,False,4735.0
500G000000DmkxrIAB,False,,00001537,003G0000018f6w2IAA,001G000000urMrTIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Rated Case - Salvage,Medium,Ran updated quotes with reduced coverage amounts and coverage periods.,True,2013-04-15T22:23:25.000+0000,False,False,005G0000002gy4VIAQ,2013-04-15T22:23:21.000+0000,005G0000002gy4VIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)728-4315,(905) 914-1984,brendan@gbfplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4735.0
500G000000DmpEgIAJ,False,,00001540,003G0000018f80IIAQ,0015o000008CyftAAC,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,G.S. Estate plan Insurance solutions,Medium,"From: Caraher, John 
Sent: Tuesday, April 16, 2013 1:57 PM
To: 'Craig Coleman'
Subject: RE: Smith-Multiplan#2-02-13-13.pdf (SECURED) - Adobe Acrobat Standard

Here is the excel version, with the formulas for net death benefit and net cash value.  I am sharing proprietary models so you have to direct the case to GWL now for sure!   
Still working on our UL rates but running into some issues.  If we can’t get them any lower then I am going to make a couple of suggestions  1) direct the Manu business through your Gold Key account.  I know Pete has done the illustrations for you, but I don’t think he has as much time ect invested in this case as we do?  I could be wrong, but you will have to fill me in on that  2) at the very least take an app for GWL as well as Manu if going with UL.  Because of our rating reduction program, Manu might look better at standard rates but if Geoff has any health issues ( and we know he ran into some problems with Sun ) , the rating reduction could bring GWL to the forefront on the UL.  


John Caraher, B.A, CLU, CH.F.C.
Advanced Case Consultant, Life Insurance
Sales and Marketing Centre
Southwestern Ontario Region
Ph: 519-675-3604
Fax: 519-434-3280 
This email (including any attachments) is intended for use by the person(s) to whom it is addressed and may contain confidential information. If this email is not addressed to you, note circulation, distribution or copying of this email (including attachments) is strictly prohibited. If you have received this email in error, please notify me immediately and permanently delete the original email (including attachments) and any electronic or printed copy of it.",False,,False,False,005G0000002gy8CIAQ,2013-04-16T18:03:28.000+0000,005G0000002gy8CIAQ,2024-03-11T15:21:45.000+0000,0055o0000019VX9AAM,2024-03-11T15:21:45.000+0000,(519)601-6614,(519) 319-6113,craig@vividinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8CIAQ,,,,,,,0.0,0.0,0.0,,False,4734.0
500G000000DmpL2IAJ,False,,00001538,003G0000018f6XpIAI,001G000000urMqFIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Annuitization of Grandfathered Policies,Medium,2 in-force policies that Nancy wants information of how much CSV can be withdrawn to set up annuities for 2 separate clients.  Email sent to ICS to inquire on her behalf.,True,2015-11-20T18:20:33.000+0000,False,False,005G0000002gy6zIAA,2013-04-16T15:50:09.000+0000,005G0000002gy6zIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)744-5433,(519) 744-0131,nancy.koebel@lyfestylefinancial.ca,(519)578-2121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6zIAA,,,,,,,1.0,0.0,0.0,,False,4734.0
500G000000DmpSXIAZ,False,,00001539,003G0000018f6oPIAQ,001G000000urMqJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Term Conversion info on a rated T-10 to Universal Life,Low,answered question about the rating reduction program,True,2015-11-20T18:21:00.000+0000,False,False,005G0000002gy6zIAA,2013-04-16T16:02:58.000+0000,005G0000002gy6zIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)343-5670,,dave.field@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6zIAA,,,,,,,1.0,0.0,0.0,,False,4734.0
500G000000DmpzUIAR,False,,00001541,003G0000018f6eRIAQ,001G000000urMouIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,DI and Term Life for lawyer,Medium,Met and reviewed requirements for client's DI top up: need T1's and fiancials.,True,2013-06-12T18:58:46.000+0000,False,False,005G0000002gyDJIAY,2013-04-16T18:59:48.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)299-7196,(204) 299-7196,dean.barth@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,1.0,0.0,0.0,,False,4734.0
500G000000DmrLEIAZ,False,,00001542,003G0000018f6XsIAI,001G000000urMu4IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,"Taxation of Canadian life insurance policy, surrendered by non-resident.",Low,,True,2013-04-16T19:17:12.000+0000,False,False,005G0000002gy2wIAA,2013-04-16T19:13:47.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(416)850-7147X322,(416) 450-6376,jeremy@fedorsenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4734.0
500G000000DmsW5IAJ,False,,00001543,003G0000018f6SiIAI,001G000000urMoWIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Seg Fund Meeting/Charitable Giving,Medium,Met with Daryl. He is meeting a prospective client who would like more information on Seg funds and charitable giving. Discussed some options. We will meet again once he meets with his client.,True,2013-07-30T18:50:41.000+0000,False,False,005G0000002gy2OIAQ,2013-04-16T21:50:40.000+0000,005G0000002gy2OIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(780)784-4393,(780) 784-4393,dknysh@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2OIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4734.0
500G000000DmtWTIAZ,False,,00001544,0030A0000029VzRQAU,001G000000urMpKIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Thompson Case,Medium,Old to new preferred series,True,2013-09-27T17:49:21.000+0000,False,False,005G0000002gy29IAA,2013-04-17T01:18:20.000+0000,005G0000002gy29IAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(705)725-2292,,rpohl@sympatico.ca,(705)722-8777,,,,,,,,,,none,Other,,,0.0,,,0.0,False,none,,,,,005G0000002gy29IAA,,,,,,,0.0,0.0,0.0,,False,4734.0
500G000000DmtdoIAB,False,,00001545,0030A0000029VzRQAU,001G000000urMpKIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Bertram,Medium,Old to new pref series and new money,True,2013-05-02T17:36:21.000+0000,False,False,005G0000002gy29IAA,2013-04-17T01:22:17.000+0000,005G0000002gy29IAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(705)725-2292,,rpohl@sympatico.ca,(705)722-8777,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy29IAA,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4734.0
500G000000DmtqwIAB,False,,00001546,003G0000018f6jzIAA,001G000000urMpYIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Lapierre,Medium,Old to new preferred series case,True,2013-09-27T17:49:52.000+0000,False,False,005G0000002gy29IAA,2013-04-17T01:29:47.000+0000,005G0000002gy29IAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(705)721-0450,(705) 321-9966,al.jones@ajwep.ca,(705)721-9840,,,,,,,,,,none,Other,,,0.0,,,0.0,False,none,,,,,005G0000002gy29IAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4734.0
500G000000DmwAoIAJ,False,,00001547,003G0000018f71CIAQ,001G000000urMtTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Dossier Notaire,Medium,Question de la fiscaliste de la notaire sur la modification de sa police invalidité. Répondu le 17 Avril,True,2013-04-17T12:54:58.000+0000,False,False,005G0000002gy4mIAA,2013-04-17T12:54:43.000+0000,005G0000002gy4mIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(819)663-0555,(819) 661-3663,pascal@pascalleduc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4mIAA,,,,,,,0.0,0.0,0.0,,False,4733.0
500G000000DmzN9IAJ,False,,00001548,003G0000018f7FDIAY,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Life Policy Conservation,Medium,"Client is not sure if he still needs his 20 Pay Par. has a loan on it, not sure why he should be paying 15K a year.",True,2013-11-19T15:19:12.000+0000,False,False,005G0000002gyG3IAI,2013-04-17T18:32:57.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,519-967-1180,,sameer.syal@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4733.0
500G000000DmzS8IAJ,False,,00001549,003G0000018f6ZOIAY,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Life and Disability Waiver,High,Can a Life policy be converted while on Disability waiver and if the premium is higher will LL pay that higher premium?,True,2013-11-19T15:22:21.000+0000,False,False,005G0000002gyG3IAI,2013-04-17T18:35:52.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)996-5203,(519) 996-5203,al@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4733.0
500G000000DmzavIAB,False,,00001550,003G0000018f7AzIAI,001G000000urMvuIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,WLRP for Last Brick Standing Inc.,Medium,One of the two shareholders has an inforce DI that will need to be transfered to corp and top-up. Noted risk of having only shareholders in arrangement.,True,2013-06-11T14:56:06.000+0000,False,False,005G0000002gyDJIAY,2013-04-17T18:50:56.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)228-4544,(204) 228-4544,jeremy@warnickwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4733.0
500G000000DmzdBIAR,False,,00001551,003G0000018f6qJIAQ,001G000000urMouIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,"DI for nurse, works on contract",Medium,Annual Premium is over 5K. Applicant is working on a contract basis in the north and is on and off work. Discussed eligibility and upgrade.,True,2013-09-20T20:34:30.000+0000,False,False,005G0000002gyDJIAY,2013-04-17T18:53:38.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)488-2038X3,(204) 232-8388,bob@hodsonfinancialinc.com,(204)488-2083,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4733.0
500G000000Dn0afIAB,False,,00001552,003G0000018f6aSIAQ,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,GIB Exercise,Medium,Advised to speak with Case Coordinator to initiate process as GIB amount is below policy mins.,True,2013-04-17T20:42:10.000+0000,False,False,005G0000002gy4VIAQ,2013-04-17T20:42:06.000+0000,005G0000002gy4VIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(705) 748-2060,,sbaker@raigrantinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4733.0
500G000000Dn2VyIAJ,False,,00001553,003G0000018f7eDIAQ,001G000000urN4rIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Collateral loan contacts,Low,,True,2013-05-16T15:32:56.000+0000,False,False,005G0000002gy2wIAA,2013-04-18T00:26:43.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905) 829-3300,,michael@mthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4733.0
500G000000Dn5LlIAJ,False,,00001557,003G0000018f6h0IAA,001G000000urMrzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,CI split $,Low,Shareholer agreements and accounting for premiums,True,2013-10-03T14:05:12.000+0000,False,False,005G0000002gy9KIAQ,2013-04-18T15:19:26.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(514)242-9648,(514) 242-9648,arlene@kiplingfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4732.0
500G000000Dn5qgIAB,False,,00001561,003G0000018f6wmIAA,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Case opened,High,Potential competition from Manu Performax Gold,True,2013-04-24T14:28:11.000+0000,False,False,005G0000002gxzcIAA,2013-04-18T17:30:16.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)662-2424X284,(416) 671-0445,mark@truvisionfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4732.0
500G000000Dn5tRIAR,False,,00001558,003G0000018f7HVIAY,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,T100 non-Par,Medium,Rick's questions: Can the product be converted? How does it have cash values?,False,,False,False,005G0000002gy9KIAQ,2013-04-18T15:21:11.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(514)983-9839,(514) 983-9839,rick.rossi@rozayfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4732.0
500G000000Dn60PIAR,False,,00001555,003G0000018f7F8IAI,001G000000urMsLIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Jean 41233202,Low,"Police est tombée en déchéance, fait demande à CSC de remettre RP de façon exceptionnelle.",True,2013-10-30T18:39:02.000+0000,False,False,005G0000002gxzjIAA,2013-04-18T15:00:16.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(450)672-3434X221,(514) 266-5416,philippe@gfintegrale.ca,(450)672-7979,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4732.0
500G000000Dn67iIAB,False,,00001564,0030A0000029UgZQAU,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,More Information Required,Amendment Discussion,Email,,"Quotes to upgrade benefits for new class, supervisors, to be created",Medium,"Have done multiple quotes which are in the file, client has finally decided on options they want.  Master app provided and waiting for signed app to come in and will process",False,,False,False,005G0000002gy2oIAA,2013-04-18T18:29:46.000+0000,005G0000002gy2oIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(780)418-1946,,ljbois@shaw.ca,(780)458-2621,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4732.0
500G000000Dn67lIAB,False,,00001556,003G0000018f6tLIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Transfer from FF RRIF to LL RRIF + LIB,Medium,Anjali needed to know about transfer rules and adding LIB.  Gave her an LIB brochure.,True,2014-03-14T19:49:05.000+0000,False,False,005G0000002gy8RIAQ,2013-04-18T15:14:12.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)276-1177,(403) 471-4485,anjali@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4732.0
500G000000Dn69TIAR,False,,00001559,003G0000018f6cOIAQ,001G000000urMqkIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Adding LIB to Brian Rees LL segs,Medium,Client is turning 50. Phil needs to know about new LIB guarantees and bonus info.,True,2013-10-01T19:38:17.000+0000,False,False,005G0000002gy8RIAQ,2013-04-18T15:26:58.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(416)230-7945,(416) 230-7945,phil@greystonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4732.0
500G000000Dn7HbIAJ,False,,00001563,003G0000018f6vnIAA,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Quadrus Fund Codes,Low,Nina doing some transaction and couldn't find the fund codes,True,2013-04-18T17:41:32.000+0000,False,False,005G0000002gy3dIAA,2013-04-18T17:40:02.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,519-650-8111,,nina.jiang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4732.0
500G000000Dn7KXIAZ,False,,00001560,003G0000018f6sUIAQ,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Changing coverage permanent to term,Medium,Client will have to complete a new application to obtain more term coverage.,True,2013-04-18T17:17:03.000+0000,False,False,005G0000002gy4fIAA,2013-04-18T17:16:07.000+0000,005G0000002gy4fIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)831-3600X4285,(905) 716-7033,jessica@the-insurance-lady.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4fIAA,,,,,,,0.0,0.0,0.0,,False,4732.0
500G000000Dn7YjIAJ,False,,00001562,003G0000018f7JXIAY,001G000000urMnoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,SeG fund questions on old seg vs new,High,"Spoke with Don about the withdrawal differences between new vs old seg policies. Client requires 20 percent Don will place case on old seg funds ,client over 90

Client deposited $250,000",True,2013-04-18T17:44:07.000+0000,False,False,005G0000002gy1jIAA,2013-04-18T17:39:38.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(604)939-1437,(604) 339-7529,don.faux@freedom55financial.com,,,,,,,,,,,Bank,Other,,,0.0,,,0.0,False,Bank,,,,,005G0000002gy1jIAA,,,,,,,0.0,0.0,0.0,,False,4732.0
500G000000Dn7f9IAB,False,,00001565,003G0000018f6rRIAQ,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,PUA: conversion into a new whole life?,Medium,"23,530$ basic
13,345$ Term
13,125$ PUA

Utiliser econolife pour convertir en whole life???",True,2013-04-24T18:53:00.000+0000,False,False,005G0000002gyBkIAI,2013-04-18T18:44:18.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,514-331-5838,(514) 641-3892,john.daniel@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4732.0
500G000000Dn7mDIAR,False,,00001566,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,N Series Fees,Medium,Client had rec'd their first stmt showing the fee deductions and Dave wanted to know how to explain it to the client.,True,2013-04-18T18:50:56.000+0000,False,False,005G0000002gy6dIAA,2013-04-18T18:50:20.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4732.0
500G000000Dn8ZVIAZ,False,,00001567,003G0000018f6mAIAQ,001G000000urMrmIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIF,Medium,Fred asked me to provide information related to potential opportunity. Wants to know about implications for LIF upon death for spouse and beneficiaries. Quebec based....Also he was unaware that a LIRA could be converted to a life annuity. Provided an annuity quote and researched beneficiary and estate implications of LIFs. Emailed this and general information about differences between Quebec and Ontario.,True,2013-04-18T19:15:52.000+0000,False,False,005G0000002gxyDIAQ,2013-04-18T19:14:26.000+0000,005G0000002gxyDIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(613) 748-3455 x397,(819) 921-1500,frederick.pratt@freedom55financial.com,(613) 748-8220,,,,,,,,,,N/A work commute scenario,Other,,,0.0,,,0.0,False,N/A work commute scenario,,,,,005G0000002gxyDIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4732.0
500G000000Dn8kyIAB,False,,00001568,003G0000018f7MHIAY,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Compare taxation of Seg funds and GIC's at the bank,Medium,Elie was with a client and he need to know what the distributions were on our seg funds and mutual funds and how to explain the benefits to his client of moving the funds here compared to keeping them at the bank.,True,2013-04-18T19:35:25.000+0000,False,False,005G0000002gy3dIAA,2013-04-18T19:35:01.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4732.0
500G000000DnCyRIAV,False,,00001570,003G0000018f6m7IAA,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Econo Life conversion,Medium,"Necessary Paperwork for econolife conversion and pay of policy loan with CSV. POlicy change app plus the the 17-0520 if the CV to pay the loan and keep the policy . Different form for the complete surrender of the policy.

Spoke to Louise fewer - can get inforce illustrations from policy change. They can tell you the T5 that will be issued if the policy is in a gain position.",True,2013-04-19T13:27:43.000+0000,False,False,005G0000002gyB3IAI,2013-04-19T13:27:16.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(709)722-7861,(709) 727-8079,peter.furlong@canadalife.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnCzIIAV,False,,00001569,003G0000018f6lMIAQ,001G000000urMslIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Pevie - case conserve,High,CLient wanted to cancel policies - willing to reconsider if we can get the premium to a more manageable level.,True,2013-07-12T18:06:29.000+0000,False,False,005G0000002gyB3IAI,2013-04-19T13:09:41.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(709)722-7861,,dave.rudofsky@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnDEiIAN,False,,00001571,003G0000018f6RqIAI,001G000000urMrmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,More Information Required,Product Question,In Person,,Model portfolios,Medium,"Conrad asked for model portfolios. Might have a potential LIRA transfer. I need updated models.

**All is fine.. Spoke with conrad..provided information..",False,,False,False,005G0000002gxyDIAQ,2013-04-19T13:46:11.000+0000,005G0000002gxyDIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(613)748-3455,,conrad.thomas@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnEqHIAV,False,,00001573,003G0000018f6feIAA,001G000000urMsGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Internal Rate of Return excel calculator,Medium,Request for information in regards to the IRR calculator available in life connection,True,2013-04-24T18:36:10.000+0000,False,False,005G0000002gyBkIAI,2013-04-19T17:16:32.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(514)334-7799X227,(514) 515-7507,robin@octantgp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4731.0
500G000000DnFHIIA3,False,,00001574,003G0000018f6yvIAA,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Group Offset Rider,Medium,Client can not opt out of his group plan.  Instructed John to submit a letter to have the group offset rider applied to the policy until such a time that the clieint can opt out of his group (8 months on policy anniversary),True,2013-04-19T17:23:42.000+0000,False,False,005G0000002gyB3IAI,2013-04-19T17:23:24.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(709)689-5360,(709) 689-5360,john@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnFriIAF,False,,00001575,003G0000018f7IwIAI,001G000000urMptIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Portfolio for leverage client,Medium,"Shane looking for a more appropriate mix for an existing client with a leveraged investment. ($100K, Hird). Sent him an ""aggressive"" portfolio recommendation.",True,2014-11-04T16:26:38.000+0000,False,False,005G0000002gy6vIAA,2013-04-19T18:20:09.000+0000,005G0000002gy6vIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)435-6393,,shane.beekhoo@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6vIAA,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnG0eIAF,False,,00001576,003G0000018f7XbIAI,001G000000urN63IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion,Medium,"Sent Mike a lead to look after a group life conversion, will follow up if the conversion will be processed or if a new product will be offered to the client in Niagara Falls",True,2015-05-13T13:05:21.000+0000,False,False,005G0000002gy2jIAA,2013-04-19T18:31:36.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905) 688-9170 x149,,mhildebrandt@vergeinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnGHkIAN,False,,00001577,003G0000018f6W9IAI,001G000000urMptIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Real estate group dissolving,Low,Paul was inquiring about the options the 4 individuals have now that this group is dissolving.  Discussed the various options of personally owning paying.  Needs to discuss with client and get back to me with what they would like done.,True,2015-03-31T16:54:58.000+0000,False,False,005G0000002gy2UIAQ,2013-04-19T19:03:21.000+0000,005G0000002gy2UIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519)435-7979,(519) 661-9029,paul.gowan@freedom55financial.com,,,,,,,,,,,RBC,RBC,,,0.0,,,0.0,False,,,,,,005G0000002gy2UIAQ,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnGMCIA3,False,,00001578,003G0000018f6YrIAI,0015o000008Cyf9AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Delivery of admin and employee kits,Medium,Couriered admin guide and employee kits to Tyson today,True,2013-04-19T19:20:08.000+0000,False,False,005G0000002gy6XIAQ,2013-04-19T19:18:58.000+0000,005G0000002gy6XIAQ,2024-02-29T14:03:34.000+0000,0055o0000019VX9AAM,2024-02-29T14:03:35.000+0000,(519)432-6199,(519) 870-5137,tim.potter@spmfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000000vIlHXIA0,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnGW9IAN,False,,00001580,0035o000007WVK9AAO,0015o000008CydCAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Death claim - RRIF and non-reg,Medium,Client passed away with only assets being non-reg and RRIF seg funds accounts. 3 kids are beneficiaries. Question about how taxes would be paid if no assets left in estate? Advised CRA would most likely go after the beneficiaries for the tax and recommended beneficiaries set up account to hold a portion of RRIF proceeds to cover taxes.,True,2013-04-19T19:50:58.000+0000,False,False,005G0000002gy6dIAA,2013-04-19T19:49:33.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)478-8500,(204) 791-8382,pedmond@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnGWzIAN,False,,00001579,003G0000018f7XNIAY,001G000000urN5ZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Ozsvath,Medium,Rick will look after this group life conversion from Dofasco.,True,2013-06-13T13:36:06.000+0000,False,False,005G0000002gy2jIAA,2013-04-19T19:33:04.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)336-3939,(905) 320-7765,rick@rwbfinancial.ca,(905)336-9009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnGb8IAF,False,,00001581,003G0000018f78hIAA,001G000000urMr9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Performax Gold 15 Pay,Low,,True,2013-04-19T20:12:04.000+0000,False,False,005G0000002gy2wIAA,2013-04-19T20:11:43.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(416)209-8514,(416) 209-8514,daniel@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4731.0
500G000000DnSNkIAN,False,,00001632,003G0000018f6yIIAQ,001G000000urMouIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,D King,High,RRIF maximizer and Insured asset transfer,True,2013-07-05T19:45:25.000+0000,False,False,005G0000002gyHxIAI,2013-04-22T16:40:04.000+0000,005G0000002gyHxIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)489-1012,(204) 619-1704,robert.suen@protectyournet.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyHxIAI,,,,,,,0.0,0.0,0.0,,False,4728.0
500G000000DnTLaIAN,False,,00001633,003G0000018f6bLIAQ,0015o000008CydFAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,FAST Company,High,"SISILI - meeting with advisor this week to review proposal and client on april 25 to present
One partners insurance has been submitted",True,2013-07-25T16:53:42.000+0000,False,False,005G0000002gyHxIAI,2013-04-22T16:41:47.000+0000,005G0000002gyHxIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)837-1299,(204) 291-0037,ralph@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyHxIAI,,,,,,,1.0,0.0,0.0,,False,4728.0
500G000000DnTP1IAN,False,,00001634,003G0000018f6dFIAQ,001G000000urMozIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Dr Cantin,Medium,Corporate Collateral loan - SISILI,True,2013-10-15T19:39:59.000+0000,False,False,005G0000002gyHxIAI,2013-04-22T16:43:11.000+0000,005G0000002gyHxIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(204)228-6200,(204) 228-6200,blair@worbfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyHxIAI,,,,,,,0.0,0.0,0.0,,False,4728.0
500G000000DnTUVIA3,False,,00001635,003G0000018f7aJIAQ,001G000000urNAvIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Lifetime Income Benefit - rider fee,Medium,Brian wanted to know theLIB rider fee on GWL segregated funds. The fee ranges from 50-110bps.,True,2013-04-22T16:56:53.000+0000,False,False,005G0000002gy4kIAA,2013-04-22T16:52:15.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 772-5879,,brian.minielly@holliswealth.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,Concept,0.0,0.0,0.0,,False,4728.0
500G000000DnTWqIAN,False,,00001636,003G0000018f7aJIAQ,001G000000urNAvIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,LIRA on LIB,Medium,He wanted to know whether he can move over some money from Manulife LIRA into LIB. I mentioned that LIRA is not available in LIB but he can move it to a regular GWL seg fund contract in the guarantee level of the client's choice.,True,2013-04-22T16:57:18.000+0000,False,False,005G0000002gy4kIAA,2013-04-22T16:55:05.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 772-5879,,brian.minielly@holliswealth.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4728.0
500G000000DnWInIAN,False,,00001637,003G0000018f7jjIAA,001G000000urN05IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,standard Consultant,High,Email Eviline Bohemier regariing shared medical evidence with group medical underwriting and individual underwriting regarding employee of the above group.  Client received a letter that indicates medical evidence was not shared and he needs to pay out of pocket.  Advisor wants an answer as to why this was not completed and looked into further to see what can be done.,True,2013-12-05T12:30:10.000+0000,False,False,005G0000002gyC9IAI,2013-04-22T21:08:54.000+0000,005G0000002gyC9IAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(709)944-5554,(709) 282-8318,traceywest@murphyneil.ca,(709)944-3463,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyC9IAI,,,,,,,0.0,0.0,0.0,,False,4728.0
500G000000DnWdvIAF,False,,00001638,003G0000018f6xkIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Karen Joy,Medium,Rated 350% with LL.  Proposing GWL par at $775 per month.,True,2013-05-10T20:47:39.000+0000,False,False,005G0000002gxynIAA,2013-04-22T21:47:52.000+0000,005G0000002gxynIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(780) 428-8585 X4456,,melissa.eyben@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxynIAA,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4728.0
500G000000DnaGaIAJ,False,,00001639,003G0000018f6VeIAI,001G000000urMquIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Review of inforce business,Medium,I received a list of Michaels business from Kelly Lee. I had a meeting with Michael to review his inforce business and highlighted the FEPOS and conversions oportunties.,True,2013-04-23T14:02:45.000+0000,False,False,005G0000002gyBtIAI,2013-04-23T14:02:36.000+0000,005G0000002gyBtIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(416)557-7630,(416) 557-7630,michael.shearer@msfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4727.0
500G000000DncITIAZ,False,,00001640,003G0000018f7HTIAY,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Company paid policy,Medium,Advantages of a company paid policy,True,2013-04-23T17:21:07.000+0000,False,False,005G0000002gyBkIAI,2013-04-23T17:20:29.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(514)331-5838,(514) 812-3668,contact@caowealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4727.0
500G000000DncLYIAZ,False,,00001641,003G0000018f6cQIAQ,001G000000urMvVIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Inforce policy for President and CEO of family business,Medium,Executives are wondering why he should keep his individual policy because they have group LTD. Will be going to the management meeting with him,True,2013-10-03T12:39:01.000+0000,False,False,005G0000002gyCxIAI,2013-04-23T17:57:39.000+0000,005G0000002gyCxIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(902)425-8223,(902) 430-5716,rob.healy@healyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCxIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4727.0
500G000000Dnd0pIAB,False,,00001642,003G0000018f6erIAA,001G000000urMvQIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Simon Campagna,High,Le client se questionne sur son contrat pris récemment en split dollar. Envoi du rendement équivalent feuille Excell de Jean-Pierre Berger et calcul d'Isabelle Tremblay sur lequel le client s'était basé.,True,2013-10-24T23:10:14.000+0000,False,False,005G0000002gyBhIAI,2013-04-23T18:28:05.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(514)849-3261,,pascale.cauchi@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4727.0
500G000000DnfxhIAB,False,,00001643,003G0000018f6lHIAQ,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Low,,True,2013-05-24T19:18:26.000+0000,False,False,005G0000002gy2wIAA,2013-04-24T00:21:46.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,416-789-4527,,dikema.etto@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4727.0
500G000000Dni3DIAR,False,,00001644,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,High,"case sold last year.  Review is today with Matt.  Looking for additional information.
25 apr  - follow up phone call",True,2015-01-28T15:28:23.000+0000,False,False,005G0000002gy8vIAA,2013-04-24T13:50:30.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4726.0
500G000000DnjPYIAZ,False,,00001645,003G0000018f6cKIAQ,001G000000urMrKIAU,,,,,,DI,012G00000012AYVIA2,In Progress,End Client Question,Email,,J.Parkes,Medium,Client wants to decrease INFORCE DI coverage,False,,False,False,005G0000002gy9EIAQ,2013-04-24T14:54:01.000+0000,005G0000002gy9EIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)656-3713,,whargrave@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4726.0
500G000000DnkwfIAB,False,,00001648,003G0000018f6roIAA,001G000000urMpuIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,Medium,"working on case for a couple of years.  Very complex case. IPP RCA large sums of money, divorce.  Shelley involved",True,2015-08-25T15:08:47.000+0000,False,False,005G0000002gy8vIAA,2013-04-24T18:16:37.000+0000,005G0000002gy8vIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(877)745-7792,(877) 745-7792 ext. 101,adam@yesmoney.ca,(877)745-7792,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,1.0,0.0,0.0,,False,4726.0
500G000000DnlGgIAJ,False,,00001646,003G0000018f6mUIAQ,001G000000urMpgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,Medium,"looking for information on changing a PLA from a coverage to coverage plus.  
searched advisor site and advise two forms 17-8115 and 0091",True,2015-08-25T15:08:20.000+0000,False,False,005G0000002gy8vIAA,2013-04-24T18:09:45.000+0000,005G0000002gy8vIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 227-6553,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4726.0
500G000000DnlOTIAZ,False,,00001647,003G0000018f6mUIAQ,001G000000urMpgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,Medium,looking for information on replacing a T10 due to renewal.  Exisitng T10 is noted with special handling due to bankruptcy.  Advised to contact the CSC,True,2015-08-25T15:08:34.000+0000,False,False,005G0000002gy8vIAA,2013-04-24T18:10:49.000+0000,005G0000002gy8vIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(519) 227-6553,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4726.0
500G000000Dnld1IAB,False,,00001649,003G0000018f6mVIAQ,001G000000urMt7IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Reconsideration of a rating,Medium,Policy issued with 50% rating because client was diagnosed with severe sleep apnea in 2009. Wes is fighting it because the reconsideration he submitted recently was declined.,True,2013-10-03T12:39:52.000+0000,False,False,005G0000002gyCxIAI,2013-04-24T18:34:15.000+0000,005G0000002gyCxIAI,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(902)448-1035,(902) 448-1035,wmcguire@vineandstory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCxIAI,,,,,,,0.0,0.0,0.0,,False,4726.0
500G000000DnmctIAB,False,,00001652,003G0000018f6zuIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,LIF unlocking rules and how to illustrate LIF and RRIF income,High,"Ravi has a client who is converting a LIRA to a LIF and wants to unlock 50%. We discussed the required unlocking forms, and to use the RRIF/LIF excel illustration software to illustrate how long the LIF/RRIF income will last",True,2013-04-24T20:29:03.000+0000,False,False,005G0000002gy7yIAA,2013-04-24T20:28:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(905)276-1177,(905) 617-2032,ravimadan54@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4726.0
500G000000DnmdcIAB,False,,00001650,003G0000018f6dYIAQ,001G000000urMrJIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,AOR change inquiry,Low,Diego Morassut wants Brock to take over policy.  Independent broker is currently the AOR.,True,2013-04-24T20:13:20.000+0000,False,False,005G0000002gy9EIAQ,2013-04-24T20:12:58.000+0000,005G0000002gy9EIAQ,2023-12-15T04:32:17.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:17.000+0000,(416)543-1057,(416) 500-2370,brock@wilimekwealth.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4726.0
500G000000DnmlBIAR,False,,00001651,003G0000018f6s1IAA,001G000000urMsPIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Offre de surprime ou exclusion,Medium,Surprime de $3 du mille ou exclusion pour parachutisme.  Doit répondre à tarification et voulait comprendre.,True,2013-10-30T18:39:59.000+0000,False,False,005G0000002gxzjIAA,2013-04-24T20:23:26.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,450-674-8999,,sylvie.hogue@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4726.0
500G000000DnmuyIAB,False,,00001654,003G0000018f6j1IAA,001G000000urMtTIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Pension federal,High,225K,False,,False,False,005G0000002gxyIIAQ,2013-04-24T21:20:08.000+0000,005G0000002gxyIIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(877)494-4315,(819) 635-8241,robert.courchesne@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyIIAQ,,,,,,,0.0,0.0,0.0,,False,4726.0
500G000000Dnn01IAB,False,,00001653,003G0000018f7F8IAI,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,transformation d'un T65,Medium,"B591878-5 Gilles Bellemare
collectif, convertit en T65, peut-on transformer en permanente.
Selon CSC = non.
Selon Sylvie Tramblay = non.
attends avis de Johanne Lemire.",True,2013-10-30T18:40:31.000+0000,False,False,005G0000002gxzjIAA,2013-04-24T20:50:11.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(450)672-3434X221,(514) 266-5416,philippe@gfintegrale.ca,(450)672-7979,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4726.0
500G000000DnrHZIAZ,False,,00001656,003G0000018f6lUIAQ,001G000000urMtTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Dossier Martin Vallée,Medium,"Client veut faire réviser son dossier, et faire enlever une exclusion. J'ai remis à Regina une lettre du médecin du client afin d'avoir une révision par le siege social",True,2013-04-25T14:26:21.000+0000,False,False,005G0000002gy4mIAA,2013-04-25T14:25:06.000+0000,005G0000002gy4mIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)302-5847,(613) 302-5847,chantal.dicaire@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4mIAA,,,,,,,0.0,0.0,0.0,,False,4725.0
500G000000DnrZaIAJ,False,,00001657,003G0000019LKXPIA4,001G000000urN01IAE,,,,,,DI,012G00000012AYVIA2,In Progress,End Client Question,Email,,changes to inforce DI,Medium,"client now has group, want to change from graded to level and change start date.",False,,False,False,005G0000002gxzGIAQ,2013-04-25T15:24:19.000+0000,005G0000002gxzGIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(709)754-2143,(709) 687-5048,aaron@faceyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzGIAQ,,,,,,,0.0,0.0,0.0,,False,4725.0
500G000000DnsDsIAJ,False,,00001658,003G0000018f6qfIAA,001G000000urMnoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,End Client Question,In Person,,Skills training,Medium,Simon attended a session put on by Jason Wong that discussed fact finds and the value of cash flow planning. I attended Josh Simpsons director meeting and this came up in discussion as to the value of a defined process. I explained how I have worked with a Victoria advisor and the sales he is getting because he is using cash flow analysis as part of his planning process. SImon asked if I could spend some time with him to agent a good ne'er standing as to the process and how to use Navi Plan to generate sales.,False,,False,False,005G0000002gy1jIAA,2013-04-25T15:44:17.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,604-732-1508,(604) 619-0099,simon.bui@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,,0.0,0.0,0.0,,False,4725.0
500G000000DnsK3IAJ,False,,00001661,003G0000018f7YbIAI,001G000000urMtzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion & Plan Direct lead-Wright,Medium,Bertha will call a client in Mount Hope with information on the group life conversion and Plan Direct.  will follow up next week,True,2017-03-06T21:03:12.000+0000,False,False,005G0000002gy2jIAA,2013-04-25T18:28:44.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905) 529-1210 x224,,bert@yourplanners.ca,(905) 529-2812,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4725.0
500G000000DnsRCIAZ,False,,00001659,003G0000018f7ENIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Had questions on how Investment Centre reports ROR,High,"We discussed DVM and how it differs from IRR
We agreed to do a follow up appointment where I will demonstrate the various reports and also Portfolio Insights",True,2013-04-25T16:50:14.000+0000,False,False,005G0000002gy7yIAA,2013-04-25T16:49:11.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Concept,0.0,0.0,0.0,,False,4725.0
500G000000DntSKIAZ,False,,00001660,003G0000018f70WIAQ,0015o000008CyvvAAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,bond fund discussion,Medium,"Hey Bill,
As per our conversation, here are the slides I mentioned. Diversification is going to be key moving fwd for the fixed income space – certainly the mtg, real estate, income fund  and corp bond(on QGOF Shelf) are some great choices.  Our bond fund managers are allocating as required to prepare for the anticipated rate environments ( within the mandates of each fund). Will advise on new fixed income additions ( st bond, US Div, hyb, rr bond etc) as soon as we have the info. 
cheers
Chris St. Jacques, CFP® 
Regional Sales Manager, London Life Wealth Management 
Ontario East and Atlantic 
Ph: 613-270-6844
Fax: 613-270-6801 
500-515 Legget Dr., Ottawa, ON, K2K 3G4 
Toll Free: 1-800-543-9557 x 6844
E-mail:  Chris.St.Jacques@Londonlife.com 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.

From: St. Jacques, Chris 
Sent: Wednesday, April 24, 2013 4:37 PM
To: Melody, William
Subject: Re: LC Bond Fund

Hi Bill -- I will touch base with you tomorrow on this!
Cheers
Chris
 
From: Bill Melody [mailto:william@onelifewealth.com] 
Sent: Tuesday, April 23, 2013 01:08 PM Eastern Standard Time
To: St. Jacques, Chris 
Subject: LC Bond Fund 
 
Chris, 

I hope all is well.  

I’d like your feedback for how to position fixed income for London Life seg fund clients (i.e. RRIF clients) who hold the LC Bond fund as a primary holding for the conservative portion of your portfolio.  I have a number of clients in this scenario, who have been pleased with past results...and I want to continue to deliver stable returns for these clients.

•	What is the fund manager (LC Bond) doing to mitigate the risk of increasing interest rates (i.e. are they increasing corporate bond holdings)?
•	What options are recommended for these clients to maintain the appropriate fixed income allocation in their portfolio, while avoiding the risk of potential losses (see the comment below)?

“With bond yields not far above record lows, even a modest move higher may be enough to wipe out coupons and create capital losses for bond holders. Sovereign bonds especially could print meaningful losses.”

I’d appreciate your thoughts when you have a moment. 

Thanks,

Bill

 
William (Bill) Melody 
ONELIFE Wealth Management Inc. 
william@onelifewealth.com 
www.onelifewealth.com 
613-741-5460 ext. 227 
613-741-4959 fax 
  
This e-mail (including any attachments) is intended only for the use by the person(s) to whom it is addressed and may contain confidential information. If this e-mail is not addressed to you, note that any circulation, distribution or copying of this e-mail (including attachments) is strictly prohibited. If you have received this email in error, please notify me immediately and permanently delete the original (including attachments) and any electronic or printed copy of it.",True,2013-04-25T18:03:01.000+0000,False,False,005G0000002gy2VIAQ,2013-04-25T18:02:45.000+0000,005G0000002gy2VIAQ,2024-03-11T14:16:40.000+0000,0055o0000019VX9AAM,2024-03-11T14:16:41.000+0000,(613)741-5460,(613) 796-0047,william@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4725.0
500G000000DntlxIAB,False,,00001664,003G0000018f6SVIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Mexican Resident that owns Custom Edge wanting to make Changes,Medium,Len is away so Kathy Rouleau asked for help. I showed her what to do and the proper paperwork to make changes to a Custom Edge. Told her to confirm that we can make these changes to a Mexican Resident on a discontinued product.,True,2015-05-05T20:05:43.000+0000,False,False,005G0000002gy7ZIAQ,2013-04-25T19:56:16.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(403)261-4690X247,(403) 281-3918,ltoccoli@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,0.0,0.0,0.0,,False,4725.0
500G000000DntwyIAB,False,,00001662,003G0000018f6SZIAY,001G000000urMqKIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Taxation Minimization,Medium,Question on Sp RSP contributions and long term savings,True,2013-06-05T18:54:11.000+0000,False,False,005G0000002gy6cIAA,2013-04-25T18:34:45.000+0000,005G0000002gy6cIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905) 332-3400,,nancy.davidson@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6cIAA,,,,,,,0.0,0.0,0.0,,False,4725.0
500G000000DnuMvIAJ,False,,00001663,003G0000018f7WmIAI,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Term conversion and Replacement,Medium,Jeremiah did a replacement of one of his client's policies before they were eligible for T10 to T20 conversion.  Now that the new rules allow us to go back 7 yrs instead of just 5 we need to see if we can undo the replacement in favour of the conversion as it works out in the client's best interests.,True,2013-04-30T21:10:23.000+0000,False,False,005G0000002gy1vIAA,2013-04-25T19:15:06.000+0000,005G0000002gy1vIAA,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,4725.0
500G000000DnuZXIAZ,False,,00001665,003G0000018f7aAIAQ,001G000000urNAoIAM,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Joint Segregated fund contract,High,"Client had a question as to whether we sold and joint contract with Mary ""or"" Joe Smith.  Whether one person could sign for withdrawals after the contract was established.   Send question to Justin Giulbeault and he confirmed we do not have a contrac like this.  If client is out of country and needs to the funds do to emergency situation they most POA on file with us.  Talked to client directly and told him that POA must come in at time of setting up contract.",True,2013-04-25T20:01:26.000+0000,False,False,005G0000002h5qLIAQ,2013-04-25T19:57:33.000+0000,005G0000002h5qLIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519) 884-9710,,jimschumilassr@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5qLIAQ,,,,,,,0.0,0.0,0.0,,False,4725.0
500G000000DnuhgIAB,False,,00001667,003G0000018f7YXIAY,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Ramakrishnan,Medium,Jim agreed to look after a group life conversion in Fort Erie,True,2013-05-15T14:50:41.000+0000,False,False,005G0000002gy2jIAA,2013-04-25T20:28:13.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905)468-8575,(905) 328-6788 *,jim.garrett@garrettinsurance.ca,(905)684-9375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4725.0
500G000000DnuyzIAB,False,,00001666,003G0000018f7aAIAQ,001G000000urNAoIAM,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,REIT's,Medium,Jim had some very technical questions he wanted to know on REIT's.  I referred it to RSM (Nabil),False,,False,False,005G0000002h5qLIAQ,2013-04-25T20:07:54.000+0000,005G0000002h5qLIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519) 884-9710,,jimschumilassr@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5qLIAQ,,,,,,,1.0,0.0,0.0,,False,4725.0
500G000000DnvL5IAJ,False,,00001668,003G0000018f7MoIAI,001G000000urMrmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Interest charged on investment loan and prime rate,Medium,"Mario 
I found this historical Prime rate chart for Canada

 September 8, 2010 	3.00%
  July 20, 2010	2.75%
  June 2, 2010 	2.50%
  April 22, 2009 	2.25%
  March 04, 2009 	2.50%
  January 21, 2009 	2.75%
  December 10, 2008	3.25%


And I found these press releases on-line:

National Bank Financial Group decreases its prime rate from 3.50% to 3.00% effective January 21, 2009.
National Bank Financial Group decreases its prime rate from 3.00 % to 2.50 %, effective March 4, 2009.
National Bank Financial Group increases its prime rate from 2.25% to 2.50%, effective June 2, 2010


I can’t find a press release in April 2009 but we know the rate dropped because in June 2010 it increased to 2.5%

Steve

_____________________________________________
From: Galipeau, Mario 
Sent: Thursday, April 25, 2013 4:06 PM
To: Campanelli, Stephen
Subject: Solutions Banking


Hi Steve, 

I do have a issue with Solutions Banking in regards to leverage loan a client of mine took in 2009. 

In 2010 they were charge $2862.70 in interests
In 2011 it was $3,188.63 in interests
In 2012 it was $3,197.43 

The prime rate was 3% then & I think it still 3% today. How come a $75,000 loan interest payment only would vary from one year to the next one?

Between 2011 & 2012 I’m not concerned, it’s more about what happened from 2010 & 2011.  Can you get me the info or a report on the prime rate changes since the beginning of year 2009

Thanks, 


Mario Galipeau| Financial Security Advisor
 
Freedom 55 Financial & Quadrus Investment Services
786 Lévesque crescent, Casselman, Ontario, K0A 1M0
 
Tel. 613 764 0213 | Fax.613 427 2027 | Toll Free: 866 764 0213
 
mario.galipeau@f55f.com",True,2013-04-25T20:44:00.000+0000,False,False,005G0000002gxyDIAQ,2013-04-25T20:42:49.000+0000,005G0000002gxyDIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)764-0213,(613) 882-5938,mario@clearviewwealthmanagement.ca,(613)427-2027,,,,,,,,,,n/a,Other,,,0.0,,,0.0,False,n/a,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4725.0
500G000000DnwC7IAJ,False,,00001669,003G0000018f6khIAA,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Joan's own 20-pay,Low,"Ended up canceling and getting T100. Very difficult to help through HO protocol. 


Wanted to convert to T100... not possible.

Need her to obtain current values/ACB report.  

Look at IFA.  Pay prmeium, immediately borrow to float the cost.  Perhaps reduce face amount.",True,2013-06-12T20:25:09.000+0000,False,False,005G0000002gyDWIAY,2013-04-25T22:59:11.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(250)540-5505,(250) 540-5505,joan.short@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4725.0
500G000000DnwRhIAJ,False,,00001670,003G0000018f6RRIAY,001G000000urMvSIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Mike Bono,,A déjà été refusé pour dossier de conduite...revoir quand il serait revisable.,True,2013-10-24T23:10:37.000+0000,False,False,005G0000002gyBhIAI,2013-04-25T23:18:15.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(514)697-5800,,robert.spencer@smwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4725.0
500G000000Dnz7wIAB,False,,00001683,003G0000018f74eIAA,001G000000urMptIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,looking for insurance needs tool.  provided direction to life connection,True,2015-08-25T15:09:15.000+0000,False,False,005G0000002gy8vIAA,2013-04-26T13:31:23.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)963-1000,,ted.cox@barillandcompany.com,(519)336-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000Dnz9hIAB,False,,00001689,003G0000018f7ylIAA,0015o000008CydDAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Book of business listing,Medium,Dan & Pat requested a complete book of business listing so that they could identify opportunities where clients were close to qualifying for HNW and could bring in additional funds.,True,2013-04-26T14:23:31.000+0000,False,False,005G0000002gy6dIAA,2013-04-26T14:23:21.000+0000,005G0000002gy6dIAA,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204)946-8197,(204) 471-6509,dan@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4724.0
500G000000DnzPZIAZ,False,,00001681,003G0000018f7COIAY,001G000000urMsMIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Derek Morin,High,Demande d'argument pour placer le contrat.,True,2013-12-16T19:11:50.000+0000,False,False,005G0000002gyBhIAI,2013-04-26T13:20:14.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000DnzUUIAZ,False,,00001682,003G0000018f74eIAA,001G000000urMptIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,looking for insurance needs tool.  provided direction to life connection,True,2015-08-25T15:09:00.000+0000,False,False,005G0000002gy8vIAA,2013-04-26T13:29:23.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)963-1000,,ted.cox@barillandcompany.com,(519)336-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000DnzVhIAJ,False,,00001684,003G0000018f74eIAA,001G000000urMptIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,"wanting to know if he can AOR a sunlife policy. 

responded via email",True,2015-08-25T15:11:00.000+0000,False,False,005G0000002gy8vIAA,2013-04-26T13:32:08.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)963-1000,,ted.cox@barillandcompany.com,(519)336-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000DnzmGIAR,False,,00001685,003G0000018f7qqIAA,0015o000008CyzMAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,TSX Chart,Medium,Linda requested updated TSX chart to end of Q1 2013. Requested from Emmanuel Petroulakis,True,2013-05-02T20:43:16.000+0000,False,False,005G0000002gy6dIAA,2013-04-26T14:07:58.000+0000,005G0000002gy6dIAA,2025-01-07T20:43:42.000+0000,0055o0000019VX9AAM,2025-01-07T20:43:43.000+0000,(306)986-9333,(306) 229-9919,mary@mcgregorfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4724.0
500G000000Do02GIAR,False,,00001690,003G0000018f70eIAA,0015o000008CyvcAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,trying to conserve CE's policy.  Needs to come off office pay.,True,2015-08-25T15:11:13.000+0000,False,False,005G0000002gy8vIAA,2013-04-26T15:04:16.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,cam@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000Do0RpIAJ,False,,00001692,003G0000018f7xBIAQ,001G000000urN7uIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Non-Reg Seg funds vs mutual funds,Medium,Mike had several questions about the advantages of seg funds at death as compared to mutual funds. Sent advanced sales article,True,2013-04-26T15:17:42.000+0000,False,False,005G0000002gy6dIAA,2013-04-26T15:17:25.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(204)992-1000,(204) 880-5669,mdaoust@taxvantage.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Marketing Piece,2.0,0.0,0.0,,False,4724.0
500G000000Do0RyIAJ,False,,00001691,003G0000018f7bpIAA,001G000000urN9CIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Rmboursement des primes,Medium,Simon a modifié un contrat en vigueur... de prime échelonnée à prime uniforme et il veut savoir quel sera l'impact de cette modification sur le remboursement des primes.,True,2013-04-30T21:32:16.000+0000,False,False,005G0000002gy1UIAQ,2013-04-26T15:07:42.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(450) 889-5557,,sneveu@assurancesrobillard.com,(450) 889-4800,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000Do0nSIAR,False,,00001700,003G0000018f7jvIAA,001G000000urN01IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Canadian Scholarship Trust,Medium,Sandra Boyd had supplied an answer to him from the Insides Sales mailbox.  He called up to clarify RESP versus Canadian Scholarhship Trust.  Asked him if he was using new Quadrus RESP and he is.,True,2013-04-26T17:59:25.000+0000,False,False,005G0000002h5qLIAQ,2013-04-26T17:58:02.000+0000,005G0000002h5qLIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(709)700-0352,(709) 699-2661,mike@livebywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5qLIAQ,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000Do0vRIAR,False,,00001696,003G0000018f6oiIAA,001G000000urMp9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,CC Funds overview,Medium,"_____________________________________________
From: St. Jacques, Chris 
Sent: Thursday, April 25, 2013 8:32 AM
To: Carlyle, Fraser
Cc: Ross, Jared
Subject: CC Funds


  
Hi Fraser,
As discussed, here is some material I think you will find useful on CC funds. Jared can also assist you further with this product. Thanks for attending the session – it was great meeting you!
Cheers,

Chris St. Jacques, CFP® 
Regional Sales Manager, London Life Wealth Management 
Ontario East and Atlantic 
Ph: 613-270-6844
Fax: 613-270-6801 
500-515 Legget Dr., Ottawa, ON, K2K 3G4 
Toll Free: 1-800-543-9557 x 6844
E-mail:  Chris.St.Jacques@Londonlife.com 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2013-04-26T16:41:31.000+0000,False,False,005G0000002gy2VIAQ,2013-04-26T16:41:09.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(705) 256-5618 x342,(705) 257-0269,fraser.carlyle@freedom55financial.com,(705) 256-1766,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4724.0
500G000000Do1EhIAJ,False,,00001694,003G0000018f6XdIAI,001G000000urMwEIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,ACB Reporting Query,Medium,"From: St. Jacques, Chris 
Sent: Thursday, April 25, 2013 12:24 PM
To: Guilbeault, Justin (WM)
Subject: FW: Question regarding ACB and Captial Gains/Loss on open self directed accounts

Hi Justin,
I believe some other fund companies may track ACB for clients, but, only for corp class or t-swps --  but not sure on Quadrus. Can you look into as per below?
Tks!

Chris St. Jacques, CFP® 
Regional Sales Manager, London Life Wealth Management 
Ontario East and Atlantic 
Ph: 613-270-6844
Fax: 613-270-6801 
500-515 Legget Dr., Ottawa, ON, K2K 3G4 
Toll Free: 1-800-543-9557 x 6844
E-mail:  Chris.St.Jacques@Londonlife.com 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Rebecca Mills [mailto:rebeccamills@securafinancial.com] 
Sent: Thursday, April 25, 2013 12:01 PM
To: St. Jacques, Chris
Subject: Question regarding ACB and Captial Gains/Loss on open self directed accounts

Hi Chris

We understand that Quadrus doesn’t provide a T5008 to clients.

We were advised by a very frustrated accountant (because he would have to figure out the ACB), that places like wood gundy, nesbitt burns, etc all product ACB reports for him.

Can you advise why Quadrus doesn’t do this?  Is it true for all mutual fund dealers or just Quadrus?

Thanks for any information / insight you can provide!

Rebecca Mills, ACS, AIAA
Business Development & Operations Leader

200-1473 John Counter Blvd | Kingston  ON  |  K7M 8Z6

Phone:    613-548-1884 x228
Email:     rebecca@securafinancial.com
Website: www.securafinancial.com


The highest compliment you can give us is a referral to your friends and family. 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2016-04-19T14:06:15.000+0000,False,False,005G0000002gy2VIAQ,2013-04-26T16:31:25.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)548-1884,(613) 539-8965,raycalver@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,,1.0,0.0,0.0,,False,4724.0
500G000000Do1HRIAZ,False,,00001693,003G0000018f7hsIAA,001G000000urN8uIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Questions fiscales,Medium,"Durant ma rencontre avec M. Crispin, ce dernier avait des questions au sujet du transfert de police de perso à corpo + incorporations des professionnels + Budget fédéral mars 2013.",True,2014-11-30T01:19:13.000+0000,False,False,005G0000002gy1UIAQ,2013-04-26T16:24:44.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(514) 639-5335,,gestion.crispin@sympatico.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000Do1PZIAZ,False,,00001695,003G0000018f6SqIAI,001G000000urMrhIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,CC Income fund options due to capping,High,"From: St. Jacques, Chris 
Sent: Friday, April 26, 2013 12:26 PM
To: Mazurek, Mark
Subject: RE: corp class funds

A bit more info on your CC options.
Quad Cash Management CC – basically, a money market type fund, but still in the CC structure

Quad GLC Growth and Income CC – new fund launched last year, but only has roughly 32% bond/ 8% cash exposure  - here you would need to determine how much bond exposure you want the entire portfolio to have, and reduce weightings of other equity funds as required.


Chris St. Jacques, CFP® 
Regional Sales Manager, London Life Wealth Management 
Ontario East and Atlantic 
Ph: 613-270-6844
Fax: 613-270-6801 
500-515 Legget Dr., Ottawa, ON, K2K 3G4 
Toll Free: 1-800-543-9557 x 6844
E-mail:  Chris.St.Jacques@Londonlife.com 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.

From: St. Jacques, Chris 
Sent: Friday, April 26, 2013 10:21 AM
To: Mazurek, Mark
Subject: RE: corp class funds

Only the cash management account…all firms in the same boat at the moment…no one can offer income-heavy solutions in the cc space (until they hopefully come up with another accounting strategy!)

Chris St. Jacques, CFP® 
Regional Sales Manager, London Life Wealth Management 
Ontario East and Atlantic 
Ph: 613-270-6844
Fax: 613-270-6801 
500-515 Legget Dr., Ottawa, ON, K2K 3G4 
Toll Free: 1-800-543-9557 x 6844
E-mail:  Chris.St.Jacques@Londonlife.com 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Mazurek, Mark 
Sent: Friday, April 26, 2013 10:19 AM
To: St. Jacques, Chris
Subject: Re: corp class funds

So there is no low risk option? 

 
From: St. Jacques, Chris 
Sent: Friday, April 26, 2013 10:11 AM Eastern Standard Time
To: Mazurek, Mark 
Subject: RE: corp class funds 
 
Hi Mark – announcement reminder below – yes the G and I fund is still available. Keep in mind it is close to 70% equity, so, you may need to do some rebalancing too…
Quadrus Group of Funds announces intent to cap sales of two corporate class funds
                                                
The federal budget recently announced proposed changes to the taxation of character conversion transactions.  In these transactions, an investor obtains tax-efficient exposure to fixed income investments – effectively converting the return to capital gain.
After detailed consideration of the longer-term impact on our corporate class funds, we are announcing a cap of sales into the following two funds effective 4:00 pm, London, Ontario time on Monday April 8, 2013.  
•       Quadrus Fixed Income Corporate Class
•       Mackenzie Sentinel Strategic Income Class 
This is a prudent and proactive way to protect the interests of current unit holders. 
While character conversion transactions are affected by the proposal, the Quadrus Corporate Class structure continues to provide numerous benefits for tax-conscious investors: 
•       Tax-free switching –  no deemed disposition on switches
•       Tax-efficient compounding – defer taxes by pooling income and expenses across all classes 
•       Tax efficient income – through the use of D-Series class funds
In the near term, we have created a brief Q and A to common questions related to this issue.  We have also included a link to today’s press release confirming the cap on the funds.
Chris St. Jacques, CFP®
Regional Sales Manager, London Life Wealth Management 
Ontario East and Atlantic
Ph: 613-270-6844
Fax: 613-270-6801
500-515 Legget Dr., Ottawa, ON, K2K 3G4 
Toll Free: 1-800-543-9557 x 6844
E-mail:  Chris.St.Jacques@Londonlife.com 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.
_____________________________________________
From: Mazurek, Mark
Sent: Friday, April 26, 2013 10:03 AM
To: St. Jacques, Chris
Subject: corp class funds
Hi Chris. Which are the funds that are no longer going to be open for contributions in the corp class family? I know the bond fund won’t be taking more money and I want to move a couple of clients pac to appropriate funds without too much more risk in that family. Is the growth and income still available? Thanks!
Mark.
Mark Mazurek,BA,CLU, CHFC,CHS
Financial Planner
Member of the Million Dollar Round Table 
Mazurek Financial Services Ltd
Suite 200, 7 King St West
Brockville,Ont, K6V 3P7
Office: (613) 342-4401 ext.225/ Fax:(613) 342-1800' 
'The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  
Note:  We have taken precautions against viruses, but",True,2013-04-26T16:34:17.000+0000,False,False,005G0000002gy2VIAQ,2013-04-26T16:33:56.000+0000,005G0000002gy2VIAQ,2024-05-02T01:31:54.000+0000,0050A000001TA3IQAW,2024-05-02T01:31:54.000+0000,(613)342-3905,,mark.mazurek@mazurekfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4724.0
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500G000000Do2GtIAJ,False,,00001701,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Pricing Comparison - MMP and Preferred Series 2,Medium,Gerry requested pricing comparison between MMP and Preferred Series 2 for client Pattie. Asked Wanda to prepare.,True,2013-05-02T20:46:31.000+0000,False,False,005G0000002gy6dIAA,2013-04-26T18:06:13.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,1.0,0.0,0.0,,False,4724.0
500G000000Do2RBIAZ,False,,00001702,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Guarantees on old seg funds,Medium,Dave is looking for a contact or an easy way to determine what guarantee level older FAA/FIF policies have. Some have the 10 yr maturity guarantee and he does not want to move those to the new segs.,True,2013-06-03T20:59:30.000+0000,False,False,005G0000002gy6dIAA,2013-04-26T18:18:30.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4724.0
500G000000Do2VgIAJ,False,,00001703,003G0000018f6ceIAA,001G000000urMrbIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Fund Pricing for Conservative Profile,Medium,Michael requested valuations (historic) for the Conservative Profile going everyday for the last 3 months.,True,2013-04-26T18:32:13.000+0000,False,False,005G0000002gy1hIAA,2013-04-26T18:31:07.000+0000,005G0000002gy1hIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)968-6449,,michael.helferty@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1hIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4724.0
500G000000Do2htIAB,False,,00001704,003G0000018f78nIAA,001G000000urMpbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,looking for competitor information on a faith life financial UL product.,True,2015-08-25T15:09:28.000+0000,False,False,005G0000002gy8vIAA,2013-04-26T18:42:22.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)871-3471,(519) 871-3471,craig.allen@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000Do2p2IAB,False,,00001705,003G0000018f72NIAQ,001G000000urMrbIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,LIB,Medium,Matt required some information regarding LIB.,True,2013-04-26T19:28:45.000+0000,False,False,005G0000002gy1hIAA,2013-04-26T19:27:33.000+0000,005G0000002gy1hIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)967-6060,,mattmawer@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1hIAA,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000Do5TWIAZ,False,,00001717,003G0000018f78ZIAQ,001G000000urMsuIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Sales opportunity.,Medium,Prospect sold business and has cash on hand. Wants to invest.,True,2016-01-30T13:42:31.000+0000,False,False,005G0000002gxyEIAQ,2013-04-27T00:32:50.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,506-452-8885,,robert.grant@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4724.0
500G000000Do5UPIAZ,False,,00001718,003G0000018f7KFIAY,001G000000urMt7IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Seg fund portfolio,Medium,Has client with 350k. Advisor looking to place business with up. Client does have more money. This is a test case for the client. If it works then another possible 800k could come our way. Working on a conservative proposal. Advisor won the business. Could lead to a few hundred thousand more.,True,2013-06-12T00:57:17.000+0000,False,False,005G0000002gxyEIAQ,2013-04-27T00:35:37.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,902-422-1631,9024497798,travis.whiteside@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,,0.0,0.0,0.0,,False,4724.0
500G000000Do5Y1IAJ,False,,00001719,003G0000018f6yhIAA,001G000000urMt7IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Insurance clients,Medium,Clients gave advisor insurance business and he is going after the investment business. Husband wife each have a registered account and vested pension money that will put them at 280k assets. Looking at h series funds.,True,2013-10-22T12:02:01.000+0000,False,False,005G0000002gxyEIAQ,2013-04-27T00:52:06.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(902)830-6166,(902) 830-6166,dhills@belmontwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Marketing Piece;Quotation;Analysis Document,0.0,0.0,0.0,,False,4724.0
500G000000DoFpEIAV,False,,00001721,003G0000018f6noIAA,001G000000urMrfIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,In-force $25K 20-pay,,Allan took over this case from Ray Calver.  The client may want to cancel.  Allan need to complete an in depth anaylsis of the clients current situation and goals vs. what the policy provides.  Policy anniversary and annual premium are due in early May.  I suggested changingto PPA to buy time for Allan to complete his analysis.,False,,False,False,005G0000002gy2PIAQ,2013-04-29T13:49:52.000+0000,005G0000002gy2PIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)342-3905,(613) 246-5568,allan@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2PIAQ,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoFt4IAF,False,,00001720,003G0000018f6gFIAQ,001G000000urMpgIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Craievich-Krukowski,Medium,"2013-03-20 Asked me to review current holdings with them ($400K) and provide recommendations for changes. Potential opportunity: due to inherit $1.5M in the next 12-18 months.

2013-04-09 Provided review.",True,2013-08-14T17:45:00.000+0000,False,False,005G0000002gy25IAA,2013-04-29T13:46:43.000+0000,005G0000002gy25IAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)337-6553,,info@craievichfinancial.com,,,,,,,,,,,Various,Other,,,0.0,,,0.0,False,Various,,,,,005G0000002gy25IAA,,,,,,Presentation,0.0,0.0,0.0,,False,4721.0
500G000000DoFwKIAV,False,,00001722,003G0000018f7LyIAI,001G000000urMqDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Transfer Case - TD Waterhouse,Medium,Matt had some questions about a transfer he is doing.  Needed to know if account was nominee or client held and other info on the account.,True,2013-04-29T14:16:56.000+0000,False,False,005G0000002gy3dIAA,2013-04-29T14:16:16.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)396-7224,(519) 955-2536,matt@harveyfinancialsolutions.ca,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,1.0,0.0,0.0,,False,4721.0
500G000000DoGAVIA3,False,,00001723,003G0000018f6xUIAQ,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,TFSA room question,Low,Lisa was wondering how it worked with an 18 yr old.  How much TFSA contribution room would they have.,True,2013-04-29T14:23:25.000+0000,False,False,005G0000002gy3dIAA,2013-04-29T14:21:40.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,519-650-8111,,lisa.lehman@freedom55financial.com,,,,,,,,,,,n/a,Other,,,0.0,,,0.0,False,n/a,,,,,005G0000002gy3dIAA,,,,,,,1.0,0.0,0.0,,False,4721.0
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500G000000DoGn8IAF,False,,00001724,003G0000018f7sIIAQ,001G000000urNDMIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Carcone's Auto recycling,High,"Ian called me Friday afternoon quite concerned about an amdment for the above mentioned client.  the amendment went through but it seems head office coded the rates as single and family rather than single and dependent...resulting in the client being over billed $6,900 over the last 3 months.  I looped in Kristie, charlene, and Blake and head office has fixed the problem as of 9 am this morning.  We have called Cathy (Ian's assistant) to advise all is fixed and the client will see a $6,900 credit on their june statement.",True,2013-04-29T15:24:24.000+0000,False,False,005G0000002gyCsIAI,2013-04-29T15:23:48.000+0000,005G0000002gyCsIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905)750-0032,,ian@jfginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCsIAI,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoHNVIA3,False,,00001726,003G0000018f7BsIAI,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,L Guénette,Medium,Majoration du revenu de retraite 7K et 8K,True,2013-04-29T17:13:40.000+0000,False,False,005G0000002gy1iIAA,2013-04-29T16:15:37.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,Concept,0.0,0.0,0.0,,False,4721.0
500G000000DoHWgIAN,False,,00001727,003G0000018f6VfIAI,001G000000urMrdIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,RDSPs and Henson Trust inq,Medium,"Hi Dave,
Attached is a good article on the subject that does address your initial question – I can send you a Mackenzie RDSP package as well if you require!
Though I am familiar with the RDSP program and Henson Trusts,  I would ultimately recommend calling the folks at Mackenzie at 1-800-387-0614, or visiting their site at mackenziefinanacial.com. They really are the experts in that area – and I’ve heard nothing but great things about the level of support they offer. 

Thanks,

Chris St. Jacques, CFP® 
Regional Sales Manager, London Life Wealth Management 
Ontario East and Atlantic 
Ph: 613-270-6844
Fax: 613-270-6801 
500-515 Legget Dr., Ottawa, ON, K2K 3G4 
Toll Free: 1-800-543-9557 x 6844
E-mail:  Chris.St.Jacques@Londonlife.com 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Lighthouse Wealth Management (Dave) 
Sent: Monday, April 29, 2013 9:44 AM
To: St. Jacques, Chris
Subject: RDSP & ODSP

Hi Chris.... Just arrived back home last evening from our trip to Europe... had a great time.  I have a client that called and I need some info:
Client: She is on ODSP and also has a Henson Trust of $100k with us as her parents recently died.
 
Client wants to know should she consider implementing a RDSP... can you give me more info and clarication on this ... is there any impacts on ODSP?
 
Thanks
Dave
 
 
Dave Sharp, B.Sc., CFP®, EPC
CERTIFIED FINANCIAL PLANNER®, Elder Planning Counsellor
Principal of Lighthouse Wealth Management Ltd
PH: 613-475-5109
FX:  613-475-1581
“ The contents of this communication, including any  attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.'",True,2013-04-29T16:28:00.000+0000,False,False,005G0000002gy2VIAQ,2013-04-29T16:27:41.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)475-5109,,daves@lighthousewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4721.0
500G000000DoHfzIAF,False,,00001732,003G0000018f7JsIAI,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Gift of insurance to charity-trying to provide annual cash donation via ERIC,Medium,"Question and illustrations requests to Leon
Asked some questions and made some comments about issues to consider",True,2013-07-16T00:19:22.000+0000,False,False,005G0000002gxzcIAA,2013-04-29T18:00:14.000+0000,005G0000002gxzcIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905)213-2101,(905) 213-2101,jamieson@mcgeefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,4.0,0.0,0.0,,False,4721.0
500G000000DoHwZIAV,False,,00001728,003G0000018f6vXIAQ,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Don planifié,Medium,qui est proprio? qui est béné?  comment faire cela,True,2013-04-29T17:08:59.000+0000,False,False,005G0000002gy1iIAA,2013-04-29T17:08:40.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(819)383-5333,(819) 701-3693,josee.bilodeau@sf3e3.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoI5MIAV,False,,00001729,003G0000018f6hmIAA,001G000000urMuyIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,GWL Pol,Medium,"Peter had questions around a few GWL policies, may turn into an opportunity.  Peter will discuss with client",True,2013-07-10T16:57:23.000+0000,False,False,005G0000002gy6cIAA,2013-04-29T17:23:42.000+0000,005G0000002gy6cIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905)332-6633,,peter@c2inc.com,,,,,,,,,,,GWL,Other,,,0.0,,,0.0,False,GWL,,,,,005G0000002gy6cIAA,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoIP7IAN,False,,00001730,003G0000018f7qyIAA,001G000000urN6HIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,"Investment Loan, etc",Medium,"Client (Kildaw) wants to pay off investment loan, transfer nominee to client held and reduce witholding tax on RRIF. Provided directions on how to do this.",True,2013-04-29T17:52:16.000+0000,False,False,005G0000002gy6dIAA,2013-04-29T17:52:01.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(306)934-6011,(306) 222-7538,dbristow@mallardwealth.ca,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4721.0
500G000000DoITfIAN,False,,00001731,003G0000018f7IAIAY,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Multiple life (mother and son) vs 2 distinct policies,Medium,"Q: Mother main insured on a multiple life (guaranteed lifetime) and add son on the contract (limited 10 pay)

A: Avoid the 9$/month policy fee VS
2 separate policies=
It provides more flexibility and options i.e.: the son can have its own fund selection, he can add a term rider later on, e can continue to pay after the mother dies.",True,2013-04-29T18:06:52.000+0000,False,False,005G0000002gyBkIAI,2013-04-29T17:58:14.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(514)862-8218,(514) 862-8218,joseph.chan@fpfuture.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoIgUIAV,False,,00001733,003G0000018f7ftIAA,001G000000urN8sIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Historique des rendements du compte de participation GWL,Medium,"Désire obtenir un survol des rendements historiques sur une plus longue période que 30 ans tel que décrit dans la brochure Données Financières.  Je lui ai posté des exemplaires du doc. GWL qui rappelle que les participations ont été versés à chaque année depuis 1899 malgré une série d'événements tel que deux guerres mondiales, la grande dépression, etc.",True,2013-04-29T18:19:14.000+0000,False,False,005G0000002gy1UIAQ,2013-04-29T18:12:08.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(514)527-3655X22,(514) 893-6678,fmorier@placementsfm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4721.0
500G000000DoIsaIAF,False,,00001734,003G0000018f77uIAA,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Quelle classe professionnelle?,Medium,Pour un informaticien qui gagne plus de 50K /an?  4A,True,2013-04-29T18:30:09.000+0000,False,False,005G0000002gy1iIAA,2013-04-29T18:29:59.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(418)622-7077X6233,,nmercier@ceff.ca,(418)622-7292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoJJYIA3,False,,00001737,003G0000018f6zYIAQ,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Non Resident Life Policy,Medium,"Wanted to know if client would qualify for Non Resident policy. Provided info, she did not but asked if she had tax return in Canada, we could put a reg policy on her. that was a no go as well. Craig had checked with other providers, they had the same policies.",True,2013-11-19T15:24:18.000+0000,False,False,005G0000002gyG3IAI,2013-04-29T19:19:37.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)966-4400,(519) 982-8888,cfraser@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4721.0
500G000000DoJLJIA3,False,,00001735,003G0000018f7FCIAY,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,policy Exetend question,Low,has two seeded clients on policy extend. We went over how that works and how that affect the dealth benefit. Vivian will contact the clients.,True,2013-04-29T19:10:02.000+0000,False,False,005G0000002gyG3IAI,2013-04-29T19:09:37.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519) 967-1180,,vivian.mark@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoJSJIA3,False,,00001736,003G0000018f7AnIAI,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,RBC LIfe and DI Mortgage,Medium,Needed comparison. Provided RBC Booklet and notes for client review.,True,2013-11-19T15:22:52.000+0000,False,False,005G0000002gyG3IAI,2013-04-29T19:14:39.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)551-7842,(519) 551-7842,ned@peacockplanning.ca,,,,,,,,,,,RBC,RBC,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoJcGIAV,False,,00001743,003G0000018f6pVIAQ,0015o000008CytHAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Polices avec prêt,Medium,Comment mieux recommander la cliente avec ses 2 polices avec prêt... Pas de budget....  besoin d'argent de sa part,True,2013-04-29T20:51:30.000+0000,False,False,005G0000002gy1iIAA,2013-04-29T20:49:54.000+0000,005G0000002gy1iIAA,2024-08-08T19:07:08.000+0000,0055o0000019VX9AAM,2024-08-08T19:07:09.000+0000,(418)564-7169,(418) 564-7169,bernard.morin@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4721.0
500G000000DoJe2IAF,False,,00001740,003G0000018f6n2IAA,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Valider information soumise en AMG dans sa proposition personnelle,High,"Sur sa demande en AI personnelle, on demande de répondre à un questionnaire concernant l'histoire de sa visitie de coaching personnel.  Yvan ne l'a pas encore fait.   Larry me demande de lui expliquer la raison que nous en avons de besoin plus le nom et l'adresse de son coach.",True,2013-05-17T18:54:49.000+0000,False,False,005G0000002gyDSIAY,2013-04-29T19:55:49.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(418)622-7077,(418) 933-4570,ylandry@ceff.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoJnhIAF,False,,00001738,003G0000018f7s0IAA,001G000000urN85IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Pierre-Yves Montanbeau,,Refus en assurance invalidité Le Professionnel. Offre le Compétiteur. Jean désire avoir de l'information sur le produit. Je lui suggère Compétiteur blessure seulement avec complément AMG. Comme le client a déjèa une AMG je lui conseille de regarder du côté de l'Excellence ou Humania en s'assurant qu'il refasse une demande chez nous une fois la période de reconsidération terminée.,True,2013-09-17T13:25:00.000+0000,False,False,005G0000002gyBhIAI,2013-04-29T19:45:49.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(514) 613-6540 x2,(514) 886-9228,jeantaillefer@gfpraxis.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoJtjIAF,False,,00001739,003G0000018f6n2IAA,001G000000urMtaIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Valider information soumise en AMG dans sa proposition personnelle,High,"J'Ai reçu un appel de Larry Bohémier qui m'explique que Yvan n'a pas dit sur sa demande AMG en novembre dernier que son frère est décédé d'un cancer.  LArry accepte de ré-émettre le contrat avec une augmentation de 25% en conservant les taux de novembre 2012.
Je dois aviser Yvan",True,2013-05-17T18:55:34.000+0000,False,False,005G0000002gyDSIAY,2013-04-29T19:53:48.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(418)622-7077,(418) 933-4570,ylandry@ceff.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoJvIIAV,False,,00001742,003G0000018f6b6IAA,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Transfer from Penson,Medium,Mark needed some help tracking down some funds that were at Penson and then moved to a company after they went bankrupt.,True,2013-04-29T20:38:56.000+0000,False,False,005G0000002gy3dIAA,2013-04-29T20:37:40.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)650-8111,5192122900,mark@genesiswealth.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoJzZIAV,False,,00001741,003G0000018f7ChIAI,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,End Client Question,High,,True,2013-04-29T20:04:33.000+0000,False,False,005G0000002gy2wIAA,2013-04-29T20:04:01.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905)334-1132,(905) 334-1132,davidlangill@northshorefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoKs5IAF,False,,00001744,003G0000018f7z5IAA,001G000000urN78IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,GIO to Seg fund,Medium,Russ called - existing client has FAA option B (DSCs expired) with a GIO. GIO had come due and he would like to transfer to seg funds without restarting DSC schedule. Suggested move entire account to new segs FE zero.,True,2013-04-29T21:28:14.000+0000,False,False,005G0000002gy6dIAA,2013-04-29T21:28:05.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,,(204) 782-7930,russ@broadwayfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4721.0
500G000000DoLnBIAV,False,,00001745,003G0000018f7VPIAY,001G000000urN1nIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Living Life,Low,Inforce YRT case - options for salvaging coverage or replacing,True,2016-03-06T01:02:09.000+0000,False,False,005G0000002gxxUIAQ,2013-04-30T00:13:05.000+0000,005G0000002gxxUIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(604) 510-2709,(604) 657-5034,brien@vanfraser.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxUIAQ,,,,,,,0.0,0.0,0.0,,False,4721.0
500G000000DoNtjIAF,False,,00001746,003G0000018f7spIAA,001G000000urN4VIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Image Dental,Medium,Received a LOA yesterday from another broker.  I called Peter Micelli and advised.  He will notify John and advise he has 3 busienss days to produce a rescinding letter or we'll need to release file information to the outside broker and run the risk of losing the case.,True,2013-05-03T12:48:19.000+0000,False,False,005G0000002gyCsIAI,2013-04-30T11:44:42.000+0000,005G0000002gyCsIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(416)492-4300,,john@dorbar.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCsIAI,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoOIwIAN,False,,00001747,003G0000018f78nIAA,001G000000urMpbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,"existing faith life financial UL plan.  Looking for an opinion on the policy.  Have given what I can since it is only a policy statement.  I've asked for a full financial plan. 
CLient also has a corporation so have directed Craig to GB Lang's website.",True,2015-08-25T15:11:32.000+0000,False,False,005G0000002gy8vIAA,2013-04-30T13:22:56.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)871-3471,(519) 871-3471,craig.allen@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoPHUIA3,False,,00001748,003G0000018f7KdIAI,001G000000urMjXIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Prostation,Low,I spent part of my meeting with ALain and NImesh going over how to incorporate Prostation as part of a proposal.,False,,False,False,005G0000002gyEsIAI,2013-04-30T14:42:16.000+0000,005G0000002gyEsIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(416)366-2971,,alain@coganfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoPbPIAV,False,,00001749,003G0000018f7UPIAY,001G000000urN3GIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,In Person,,Les Traiteurs Bytown Catering,Medium,"Revised May 1st renewal from 24.7% increase, down to 19.2%.  Met with Owner to discuss plan design changes.  

Tuesday, April 30th: prepared cost containment comparison chart & emailed John Shea Sr.",True,2013-05-31T18:10:51.000+0000,False,False,005G0000002gy4eIAA,2013-04-30T15:19:35.000+0000,005G0000002gy4eIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613) 596-9697,,jwshea@johnsheainsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4eIAA,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoPuJIAV,False,,00001750,003G0000018f6iRIAQ,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,T10 JFTD rating,Medium,"150% rating entered in the illustration program directly.
Confirm with u/w",True,2013-04-30T15:56:42.000+0000,False,False,005G0000002gyBkIAI,2013-04-30T15:56:20.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(438)992-9525,(438) 992-9525,quangtuan.nguyen@qtninsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoQ05IAF,False,,00001751,003G0000018f6iRIAQ,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,"Decline LL Wholelife PAR, 25k benefits, F/73/N-S, 121$/month",Medium,"Too low premium to refer to Manulife.
Term convertible into Performaxgold or other recommandation?",True,2013-05-01T15:36:58.000+0000,False,False,005G0000002gyBkIAI,2013-04-30T15:58:05.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(438)992-9525,(438) 992-9525,quangtuan.nguyen@qtninsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoQ3EIAV,False,,00001752,003G0000018f7h1IAA,001G000000urN8fIAE,,,,,,DI,012G00000012AYVIA2,More Information Required,End Client Question,Email,,demande pour une condition du client.,Medium,client a mentionné fatigue à son médecin durant son check up.  dois validier si exclusion possible.  demande au LB underwriting.,False,,False,False,005G0000002gy8EIAQ,2013-04-30T16:02:25.000+0000,005G0000002gy8EIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(514)362-8400,(514) 261-8264,shiv@oberoifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8EIAQ,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoQMIIA3,False,,00001753,003G0000018f7EPIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,SunLife Seg fund held in a Group Plan administered by IBM,High,"Client has a fund that is being merged into another fund in late 2014.  His Group Admin indicated this merger is a taxable event to the client since the fund is owned in a non registered account

Viran wanted to know if the seg could transfer to QISL ""in-kind""",True,2013-04-30T16:51:48.000+0000,False,False,005G0000002gy7yIAA,2013-04-30T16:50:54.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905) 276-1177 x 502,,viran.chauhan@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoQbfIAF,False,,00001754,003G0000018f6yHIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Confusion on how to complete a T2151 for a Pension transfer,High,We discussed the form and how to complete.,True,2013-04-30T16:54:33.000+0000,False,False,005G0000002gy7yIAA,2013-04-30T16:52:54.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905)276-1177,(416) 527-1477,ramsay@ramsaymery.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoQfJIAV,False,,00001768,003G0000018f6hoIAA,001G000000urMpuIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,Medium,conversion questions,True,2015-08-25T15:12:22.000+0000,False,False,005G0000002gy8vIAA,2013-04-30T17:57:08.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)518-2025,,tim@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoR01IAF,False,,00001765,003G0000018f7FDIAY,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,OYA Solar,Medium,"Two owners, Possible CI LIfe Sale",True,2013-11-19T15:25:22.000+0000,False,False,005G0000002gyG3IAI,2013-04-30T17:30:18.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,519-967-1180,,sameer.syal@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoR2xIAF,False,,00001767,003G0000018f77uIAA,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Demande assurabilité,Medium,"cliente a 48 ans elle a manqué 3 mois de travail il y a 2 ans pour anxiété.  Je ne crois pas que c'est assurable, mais je fais tout de même la demande à livingbenefitsunderwriting pour valider en même temps si on peut faire une demande pour AMG",True,2013-05-02T20:12:02.000+0000,False,False,005G0000002gyDSIAY,2013-04-30T17:55:49.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(418)622-7077X6233,,nmercier@ceff.ca,(418)622-7292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoRCcIAN,False,,00001766,003G0000018f6xLIAQ,001G000000urMslIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,High Water Marine,High,"Ivan let me know there was a plan member contesting the designated pharmacy arrangement set up for him. I have contacted Drug Services regarding the issue, waiting on call back.",True,2013-04-30T17:56:54.000+0000,False,False,005G0000002gyCEIAY,2013-04-30T17:55:31.000+0000,005G0000002gyCEIAY,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(709)687-9493,(709) 687-9493,ivan@burtwealthandinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCEIAY,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoRJKIA3,False,,00001776,003G0000018f73DIAQ,001G000000urMnoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Portfolio review and tools to support recommendations. RIS 6 Steps,Medium,"Markets skills low and wants to review a portfolio she has an dhow to use  the tools to support recommendations.
Appt April 30 2:",False,,False,False,005G0000002gy1jIAA,2013-04-30T18:41:08.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,604-732-1508,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4720.0
500G000000DoRUBIA3,False,,00001769,003G0000018f6jPIAQ,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,CI Question,Medium,NO ROP on a 65 CI plan-how to get around that.,True,2013-11-19T15:26:08.000+0000,False,False,005G0000002gyG3IAI,2013-04-30T18:20:14.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519) 967-1180,,patricia.jacob@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Concept,0.0,0.0,0.0,,False,4720.0
500G000000DoRUDIA3,False,,00001773,003G0000018f6vrIAA,001G000000urMunIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,LIB Changes to 5%,Medium,Contacte Denise- she say the Canada Life announcement and wante dto know if this change was happening to us. I told her she would hear today and that she would be provided with a list of clients from HO. I arranged a meeting with her May 29th to go over some sales strategies for HNW clients,True,2013-07-24T20:03:59.000+0000,False,False,005G0000002gy1jIAA,2013-04-30T18:28:22.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(250)475-1108,(250) 727-1287,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aVJMIA2,,,Marketing Piece,0.0,0.0,0.0,,False,4720.0
500G000000DoRVAIA3,False,,00001772,003G0000018f6iwIAA,001G000000urMpgIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,wanted some oasis at a glance brochures.,True,2015-01-28T15:26:37.000+0000,False,False,005G0000002gy8vIAA,2013-04-30T18:24:02.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519) 337-6553 X 25,,pat.lawhorn@craievichfinancial.com,(519) 336-2752,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoRVdIAN,False,,00001770,003G0000018f6ojIAA,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Professional Athlete-,Low,Cant do DI so looked at CI,True,2013-11-19T15:26:59.000+0000,False,False,005G0000002gyG3IAI,2013-04-30T18:22:23.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519) 967-1180 ext. 340,,tait.brown@freedom55financial.com,(519) 967-1234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoRcaIAF,False,,00001774,003G0000018f75AIAQ,001G000000urMnoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Positioning planning with client who has $247K in assets,Medium,Benny does not have confidence in positioning assets transfers with clients. We reviewed his process and discussed using cash flow planning as an opportunity to get the client to open up and disclose where his assets are and savings habits. We also reviewed how to run future calculations using Navi Plan and Comprehensive Retirement concepts. Benny will book appointment with client and see if he can bring me in once the meeting is booked.,True,2015-01-05T20:47:13.000+0000,False,False,005G0000002gy1jIAA,2013-04-30T18:35:19.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(604)626-3171,+1 (604) 626-3171,benny@bennyzanetti.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4720.0
500G000000DoRdxIAF,False,,00001775,003G0000018f7JrIAI,001G000000urMnoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Tayler - RIS development,Medium,"Tayler requested a meeting to go over the Investment Voyager and discuss how to use this tool with clients. Wants to know how to go about choosing a portfolio for a client.  
Meeting at 1PM April 30th",False,,False,False,005G0000002gy1jIAA,2013-04-30T18:38:04.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,604-732-1508,,tayler.davyduke@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4720.0
500G000000DoRnYIAV,False,,00001777,003G0000018f79VIAQ,001G000000urMnoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,HNW Pricing,Medium,"April 29 -Jenny attended Rob Gillings kick off meeting. When he asked if the audiance understood the HNW pricing she stated she did  not. After the meeting I brought Rob to her to quickly discuss the various options. She also met with me in the morning to discuss HNW opportunities. She ""needs to find new clients' My suggestion to her is to approach some of her realtors with the idea of doing pre planning with clients prior to deciding to sell their homes. This will position a win win with Jenny and realtors to uncover assets or to invest net proceeds from a house sale. We will be working on building something for Jenny to present to her realtor contacts.",False,,False,False,005G0000002gy1jIAA,2013-04-30T18:46:58.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(604)961-5409,(604) 961-5409,jennie.weeks@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aVJMIA2,,,Marketing Piece;Presentation,1.0,0.0,0.0,,False,4720.0
500G000000DoRpQIAV,False,,00001779,003G0000018f6hZIAQ,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Otoo Cases,Low,"Looking at options for collateral loan
Husband and wife
INFORCE case",True,2015-10-30T15:13:47.000+0000,False,False,005G0000002gy9EIAQ,2013-04-30T19:08:23.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,905-475-0122,,minna.schmidt@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4720.0
500G000000DoRw6IAF,False,,00001778,003G0000018f7EYIAY,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,HNW Pricing and LIB Changes,Medium,April 30 - I called Hector to ensure he was aware of the LIB changes and to arrange to meet with him to discuss the HNW pricing options. I asked if he had a good understanding of the pricing and he said he did not. Booked a meeting May 1 at 1: in Victoria office.,True,2013-04-30T18:56:53.000+0000,False,False,005G0000002gy1jIAA,2013-04-30T18:56:11.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(250)727-1126,(250) 727-1126,michael@mhponti.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aVJMIA2,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4720.0
500G000000DoSaZIAV,False,,00001780,003G0000018f6q0IAA,001G000000urMnoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Team Review- campaign activity,Medium,"April 30 12am-  Met with Josh to discuss memebers of his team.
Jarnal- went through CIR to look for investment opportunities
Simon- Cash flow strategies- Investment reveiw process",False,,False,False,005G0000002gy1jIAA,2013-04-30T19:51:42.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(604)398-6102,(604) 398-6102,joshua@barclayinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoSmBIAV,False,,00001781,003G0000018f6WuIAI,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Corporate Class Fixed Income Changes/LIB Changes,Medium,Called Derek to make sure he was aware of the changes in the LIB contracts. He saw the email. We also discussed teh Corporate Class changes and I fforwarded him a sample of a recommended fixed income Corporate Class/ Quadrus solution.,True,2013-04-30T20:07:46.000+0000,False,False,005G0000002gy1jIAA,2013-04-30T20:07:22.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(250)415-2151,,derek.graham@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4720.0
500G000000DoSneIAF,False,,00001782,003G0000018f7EYIAY,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Corporate Class changes,Medium,Sent Hector a sample portfolio from Rob Gillings that addresses an alternative to Fixed Income within Corp Class,True,2013-04-30T20:09:51.000+0000,False,False,005G0000002gy1jIAA,2013-04-30T20:09:31.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(250)727-1126,(250) 727-1126,michael@mhponti.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4720.0
500G000000DoUejIAF,False,,00001783,003G0000018f6n3IAA,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Buy Sell Discussion,Medium,Questions about structure.  Mentioned DI buy-sell.  Advisor has group business and has tried DI\CI conversation. He is going to bring up the opportunity again.,True,2013-04-30T23:53:39.000+0000,False,False,005G0000002gy4VIAQ,2013-04-30T23:53:34.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(705) 745-1324 ext. 4300,(705) 917-0951,steve.mackay@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoV4hIAF,False,,00001784,003G0000018f6xNIAQ,001G000000urMoEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Gorman Holdings,Medium,Met with Laruel on April 30th and went through investment proposal.  Andre and Alan went through insurance solutions as well.  Client seemed interested in both.,True,2013-05-07T18:07:42.000+0000,False,False,005G0000002gy9QIAQ,2013-05-01T01:48:39.000+0000,005G0000002gy9QIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(604)729-6424,(604) 729-6424,craig@kotzefinancial.com,(604)732-6320,,,,,,,,,,,,,,0.0,,,0.0,False,Edward Jones,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoVAaIAN,False,,00001785,003G0000018f6vPIAQ,001G000000urMthIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,James Kneesch,Medium,"Met James April 30th.  Went through proposal.  Client expresed interest.
Likely move RSP assets to start with.",True,2013-06-11T16:21:24.000+0000,False,False,005G0000002gy9QIAQ,2013-05-01T01:53:43.000+0000,005G0000002gy9QIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,250-763-1114,(250) 470-9890,sheryl.harras@freedom55financial.com,,,,,,,,,,,BNS,Other,,,0.0,,,0.0,False,BNS,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4720.0
500G000000DoX6oIAF,False,,00001786,003G0000018f77uIAA,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Transformation ou échange sur police 1er décès,Medium,infos fournies sur les caractéristiques de l'échange avant et après le 5 ans pour le 1er décès.,True,2013-05-01T12:58:30.000+0000,False,False,005G0000002gy1iIAA,2013-05-01T12:57:18.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(418)622-7077X6233,,nmercier@ceff.ca,(418)622-7292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4719.0
500G000000DoXQeIAN,False,,00001787,003G0000018f6xFIAQ,001G000000urMwEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB,Medium,advised Jeff on impact of w/d from LIB RRIF  policy in income phase,True,2013-05-01T13:37:45.000+0000,False,False,005G0000002gy2VIAQ,2013-05-01T13:37:21.000+0000,005G0000002gy2VIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)548-1884,,jeffhancock@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,,0.0,0.0,0.0,,False,4719.0
500G000000DoXcUIAV,False,,00001788,003G0000018f7AAIAY,001G000000urMtHIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Grad Program premium reduction Dr Avery,High,The underwriter removed the discount from the applied coverage because she said he wasn't eligible. After reviewing if Manu would offer the discount Nick brought this case to my attention. The underwriter was not aware of the 2011 changes to our Grad Program !?! The client is eligible as he is in his first year of practice. Policy is being reissued and Nick is quite happy with the outcome.,True,2013-10-03T12:40:34.000+0000,False,False,005G0000002gyCxIAI,2013-05-01T13:59:24.000+0000,005G0000002gyCxIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(902)742-3195,(902) 746-0655,nick@maritimewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCxIAI,,,,,,,0.0,0.0,0.0,,False,4719.0
500G000000DoYtqIAF,False,,00001789,003G0000018f6U2IAI,001G000000urMvuIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Case conservation,Medium,Brian is trying to conserve a case he sold 8 years ago and we are working on an IFA for the case that's been in-force for 8 years because the client will be better in the long run if he keeps his insurance.,True,2016-10-28T21:00:20.000+0000,False,False,005G0000002gy9ZIAQ,2013-05-01T16:17:17.000+0000,005G0000002gy9ZIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(204)947-5555,(204) 229-8880,brian@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,4719.0
500G000000DoZ2nIAF,False,,00001790,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,AGF asset transfer that now requires rebalancing at AGF,High,"Ian had specific issues on suitability of certain AGF funds.  he wanted more ""core fixed income"" but also a good American fund at AGF.   These funds have another 5 year inforce DSC remaining

We looked at AGF Core bond + AGF High Yield + AGF Income Plus and benchmarked against similar QGOF funds.   Ian was hesitant about HYB but I expressed the fear is groundless - this is an excellent asset class and does not generally react to rising rates negatively.  To prove this, wWe looked at the correlation against our core bond fund and it is NEGATIVELY correlated which indicates when our bond fund declines due to rising rates, AGF fund does not",True,2013-05-01T16:33:19.000+0000,False,False,005G0000002gy7yIAA,2013-05-01T16:32:47.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4719.0
500G000000DoaEqIAJ,False,,00001791,003G0000018f7XPIAY,001G000000urN5tIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,$2.5mill Fund Review,High,He had asked me to call him to go over a portfolio review for a client. $2.5mill and wanted me to look at the funds used in the portfolio and if we can do better interms of fund selection and pricing.,True,2013-05-01T22:17:40.000+0000,False,False,005G0000002gy4kIAA,2013-05-01T18:35:29.000+0000,005G0000002gy4kIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905) 639-6443 x28,(905) 617-3000,jracicot@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4719.0
500G000000DoamIIAR,False,,00001792,003G0000018f6pSIAQ,001G000000urMqOIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Protecting Your Estate Concept,Medium,"Early stages of case, to meet with client to review concept, possible 25K - 30K premium",True,2014-01-20T15:23:01.000+0000,False,False,005G0000002gy7KIAQ,2013-05-01T19:54:10.000+0000,005G0000002gy7KIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(289)337-4440,(905) 407-1785,phil.grimes@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7KIAQ,,,,,,Concept,0.0,0.0,0.0,,False,4719.0
500G000000DobJ5IAJ,False,,00001793,003G0000018f7qqIAA,0015o000008CyzMAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,RRSP Contribution After Death,Medium,,True,2013-05-01T20:15:26.000+0000,False,False,005G0000002gy6dIAA,2013-05-01T20:15:17.000+0000,005G0000002gy6dIAA,2025-01-07T20:43:42.000+0000,0055o0000019VX9AAM,2025-01-07T20:43:43.000+0000,(306)986-9333,(306) 229-9919,mary@mcgregorfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4719.0
500G000000DobRnIAJ,False,,00001794,003G0000018f7qrIAA,001G000000urN6BIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,McKay - conserve,Medium,Compared GWL alternatives to Scotia INNOVA Income Fund to help conserve this case,True,2013-05-01T20:30:25.000+0000,False,False,005G0000002gy6dIAA,2013-05-01T20:30:00.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(306)865-4255,(306) 865-7234,dwainebracken@sasktel.net,,,,,,,,,,,Scotiabank,Other,,,0.0,,,0.0,False,Scotiabank,,,,,005G0000002gy6dIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4719.0
500G000000DofN9IAJ,False,,00001795,003G0000018f6ZOIAY,001G000000urMphIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Broadbent-O'Grady,Medium,See email.,True,2013-08-14T17:08:03.000+0000,False,False,005G0000002gy25IAA,2013-05-02T13:44:15.000+0000,005G0000002gy25IAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)996-5203,(519) 996-5203,al@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy25IAA,,,,,,Analysis Document;Presentation,1.0,0.0,0.0,,False,4718.0
500G000000DoflpIAB,False,,00001796,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How does LL Rebalancing Service Work and what is the cost?,High,We discussed this service for 15 minutes,True,2013-05-02T14:25:13.000+0000,False,False,005G0000002gy7yIAA,2013-05-02T14:18:29.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DogOpIAJ,False,,00001797,003G0000018f6gFIAQ,001G000000urMpgIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Craievich-Williams,Medium,"2013-03-27 $602K, wants a review of investments with them (I was not involved previously) especially leveraged account - about 1/3 of total and not happy with results.

2013-04-22 Provided proposal for changes to my portfolio structure. Advisor and client are happy with recommendations.",True,2013-08-14T17:32:10.000+0000,False,False,005G0000002gy25IAA,2013-05-02T15:19:16.000+0000,005G0000002gy25IAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)337-6553,,info@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy25IAA,,,,,,Presentation,0.0,0.0,0.0,,False,4718.0
500G000000DohWVIAZ,False,,00001798,003G0000018f6hKIAQ,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Gare-Carli/Media Music Corp,High,"2013-04-19 Case from 2012 I worked on with Rob - we got $1.1M. Advisor/client want to know about implications of the Fixed Income CCF freeze. Sent him my opinion, and he agrees.",True,2013-08-14T17:16:05.000+0000,False,False,005G0000002gy25IAA,2013-05-02T17:06:27.000+0000,005G0000002gy25IAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)273-0153,,rob@garefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy25IAA,,,,,,Presentation,0.0,0.0,0.0,,False,4718.0
500G000000DohtvIAB,False,,00001800,003G0000018f7OeIAI,001G000000urN3vIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Cer-A-Met Cost Containment,Medium,"1)	Remove semi private hospital care
2)	Change paramedical coinsurance to 80% from current 100%
3)	Change coinsurance on drug care to 90% from 100%
4)	Change coinsurance  on drug care to 80% from 100%
5)	Change drug care reimbursement from paper to pay direct drug card.
6)	Reduce life insurance amount from $20,000 to $10,000
7)	Add basic Critical illness for $10,000",True,2013-05-02T19:48:07.000+0000,False,False,005G0000002gy5OIAQ,2013-05-02T17:49:50.000+0000,005G0000002gy5OIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613) 966-7001 ext 1240,,hbrennan@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5OIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4718.0
500G000000DohxHIAR,False,,00001799,003G0000018f6ZEIAY,001G000000urMp4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,In Person,,Reimbursement drug plan verses drug card.  Canadian Hardware Consultants,Medium,"Article or reference material on shoe box effect, today's drug costs, impact on usages when adding a drug card.",True,2013-11-21T18:12:50.000+0000,False,False,005G0000002gyCiIAI,2013-05-02T17:42:24.000+0000,005G0000002gyCiIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(705)596-2147,(705) 691-7406,alison.brisson.11@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCiIAI,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4718.0
500G000000Doi6xIAB,False,,00001801,003G0000018f7OeIAI,001G000000urN3vIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Impacto Plan Enhancement,Medium,"Potential:
VisionCare/Eye Exams
Contact

-keep overall price at or below no change",True,2013-05-02T19:47:08.000+0000,False,False,005G0000002gy5OIAQ,2013-05-02T17:51:24.000+0000,005G0000002gy5OIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613) 966-7001 ext 1240,,hbrennan@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5OIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4718.0
500G000000Doi72IAB,False,,00001802,003G0000018f7f3IAA,001G000000urN4eIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Southwinds Marine (policy # 272 325),High,"Andy is asking GWL for an open enrollment for approximately 6 EE's that are not currently on the plan.  Most important, he is asking for us to enroll a declined spouse of one of the executives.  If we can do this, we keep the case.  If not, it's moving to Empire who will give the client a fresh start.",True,2013-10-02T15:13:17.000+0000,False,False,005G0000002gyCsIAI,2013-05-02T17:51:27.000+0000,005G0000002gyCsIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905) 271-2070,(416) 460-4601,andy@takecover.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCsIAI,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DoiLoIAJ,False,,00001805,003G0000018f7oyIAA,001G000000urMwmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Question on ARP status,Low,Let him know that program runs May - Apr  - will have information in a few weeks,True,2013-12-24T00:16:35.000+0000,False,False,005G0000002gy3HIAQ,2013-05-02T18:17:11.000+0000,005G0000002gy2oIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(403) 845-3681,,kjustinen_jfs@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DoiTXIAZ,False,,00001803,003G0000018f6ydIAA,001G000000urMtbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Lifeguide pour temporaire en compétition avec Sun Life,Medium,"T-10 et T-20 de 300K, 500K et 1M homme fumeur de 42 ans",True,2013-05-02T18:15:43.000+0000,False,False,005G0000002gy1iIAA,2013-05-02T18:15:06.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(418)276-0057,(418) 637-1134,carol@servicesfinanciers.pro,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DoiUaIAJ,False,,00001804,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,In Person,,221341 - Oxbox Family Medical Clinic,Medium,"Head office received Group Coverage Change Form for Valquiria Cuizzi to opt out of all benefits.  Because group is under 10 employee's, participation is mandatory",True,2013-05-24T19:53:46.000+0000,False,False,005G0000002gyBqIAI,2013-05-02T18:16:29.000+0000,005G0000002gyBqIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBqIAI,,,,,,,1.0,0.0,0.0,,False,4718.0
500G000000DoiX5IAJ,False,,00001806,003G0000018f7a1IAA,001G000000urNDHIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Change-Waiting period for Existing employees to 6 mths,High,"Dr Copp & Dr Dann
Approval to change waiting period to 6 mths for existing employees
Awaiting completed amendment, 4 employees affected",True,2013-08-16T15:14:10.000+0000,False,False,005G0000002gy1xIAA,2013-05-02T18:20:54.000+0000,005G0000002gy1xIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,,,curtis.mccone@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1xIAA,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DoiXKIAZ,False,,00001807,003G0000018f6vXIAQ,001G000000urMsgIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,le client désire un autre type de contrat AMG,Medium,"client ne peut payer la plan offert car suprrime de 100%, mais désire T-10 de AMG et CELI en contrepartie.
Communication avec S Bujold afin de déterminer le processus exact pour la réémission du contrat.",True,2013-05-02T18:21:33.000+0000,False,False,005G0000002gy1iIAA,2013-05-02T18:21:17.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(819)383-5333,(819) 701-3693,josee.bilodeau@sf3e3.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DoiYXIAZ,False,,00001808,003G0000018f6zdIAA,001G000000urMskIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Étude d'une convention entre actionnaires,Medium,Afin de déterminer les produits adéquats et les montants aussi,True,2013-05-02T18:24:17.000+0000,False,False,005G0000002gy1iIAA,2013-05-02T18:23:20.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(819)690-5350,(819) 690-7802,martin@martinbrisebois.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000Doie1IAB,False,,00001809,003G0000018f7bTIAQ,001G000000urNAoIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,AOR Change for Thalmic Labs 287774,Medium,"Aaron is going to be working with PPI on this case going forward.  Received request to send contract, booklet, employee listing to PPI. 
Received AOR from client assigning Aaron AND PPI to the case.  Waiting for letter of direction from Aaron as to how commission to be split",True,2013-07-30T15:22:54.000+0000,False,False,005G0000002gy74IAA,2013-05-02T18:31:44.000+0000,005G0000002gy74IAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519) 954-2003,(519) 498-1848,aaron@blairfinancialservices.com,(519) 954-7822,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy74IAA,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DoilEIAR,False,,00001814,003G0000018f6pVIAQ,0015o000008CytHAAS,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,diminution de la prestation,Medium,"La cliente retourne aux études, Bernard veut savoir quelle prestation elle peut avoir sur sa police AMG pour une prime d'environ 20$ par mois.",True,2013-05-17T18:58:37.000+0000,False,False,005G0000002gyDSIAY,2013-05-02T19:43:35.000+0000,005G0000002gyDSIAY,2024-08-08T19:07:08.000+0000,0055o0000019VX9AAM,2024-08-08T19:07:09.000+0000,(418)564-7169,(418) 564-7169,bernard.morin@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DoiweIAB,False,,00001810,003G0000018f6Z8IAI,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Life - Reducing Benefit & changing from T20 to T10,Medium,"Client has run into financial troubles and is not able to afford the Life policy. 
Cannot change from T20 to T10",True,2013-05-16T13:40:05.000+0000,False,False,005G0000002gy4fIAA,2013-05-02T19:01:45.000+0000,005G0000002gy4fIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,905-332-3400,,lori.parry@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy4fIAA,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000Doiy6IAB,False,,00001811,003G0000018f6Z8IAI,001G000000urMqKIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Reducing CI coverage,Medium,"Can reduce the CI coverage with letter of direction. The minimum benefit required is $10,000.",True,2013-05-16T13:40:47.000+0000,False,False,005G0000002gy4fIAA,2013-05-02T19:04:09.000+0000,005G0000002gy4fIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,905-332-3400,,lori.parry@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy4fIAA,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DoizQIAR,False,,00001813,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,In Person,,INFORCE QUOTE,High,EMAILED INFORCE QUOTE FOR 261648 TO LYNN AS JACK IS MEETING WITH  CLIENT TODAY,True,2013-08-23T16:52:36.000+0000,False,False,005G0000002gyB4IAI,2013-05-02T19:41:03.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4718.0
500G000000DojH5IAJ,False,,00001812,003G0000018f7cIIAQ,001G000000urN9NIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Invalidité totale de nature catastrophique,Medium,Le conseiller m'a envoyé un courriel avec copie de la provision dans la police. Il veut savoir qu'est-ce que cette garantie comporte et comment on peut l'expliquer au client.  J'ai envoyé un courriel à Nadia Veillette pour de l'aide.,True,2014-11-30T01:30:28.000+0000,False,False,005G0000002gy1UIAQ,2013-05-02T19:35:59.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(450)759-6855,(450) 758-6539,assurance@claudemagnan.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DojT9IAJ,False,,00001815,003G0000018f7ZMIAY,001G000000urN3kIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Phone,,Confed Place Amendment,Medium,"Reduce Owners Class LTD to a $1500 max and Life to $10,000 max",False,,False,False,005G0000002iL8KIAU,2013-05-02T19:54:14.000+0000,005G0000002gy5OIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613) 634-2220,,stevehagerman4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002iL8KIAU,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DojmKIAR,False,,00001818,003G0000018f7rUIAQ,0015o000008Cz0AAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,DSC Calculations,Medium,Client who did a leveraged loan in 2008 wanted to get out. Wayne wanted to know how DSCs were calculated on Quadrus funds.,True,2013-05-02T21:20:52.000+0000,False,False,005G0000002gy6dIAA,2013-05-02T21:20:43.000+0000,005G0000002gy6dIAA,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,,,wsanderson@brianmallard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4718.0
500G000000Dok8DIAR,False,,00001817,003G000001B41mpIAB,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,OUTSTANDING INFORMATION REQUIRED BY EMPLOYEE FOR HEAD OFFICE,Medium,FRED EMAILED TO ASK IF EE FOR GROUP 249512 LOST THE FORMS HEAD OFFICE SENT FOR COMPLETION. REQUEST BY ADVISOR TO CONTACT HEAD OFFICE TO HAVE THEM SEND THEM OUT AGAIN,True,2013-11-18T16:57:37.000+0000,False,False,005G0000002gyB4IAI,2013-05-02T21:03:16.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(306) 773-3553,,fred.sundquist@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DokIHIAZ,False,,00001819,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,GROUPNET EMPLOYEE HIRE INFORMATION,Medium,JILLIAN CYCA REQUESTED EMPLOYEE HIRE INFORMATION FOR GROUP 281511,True,2013-08-23T15:58:04.000+0000,False,False,005G0000002gyB4IAI,2013-05-02T21:22:59.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000DokNMIAZ,False,,00001820,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,GROUPNET LTD CLAIMS EXPERIENCE REQUEST,High,JILLIAN CYCA REQUESTED LTD CLAIMS EXPERIENCE FOR PAST 3 YEARS FOR GROUP 228855,True,2013-11-18T17:00:13.000+0000,False,False,005G0000002gyB4IAI,2013-05-02T21:32:38.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4718.0
500G000000Dokc7IAB,False,,00001821,003G000001B5RrDIAV,001G000000vmIxbIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,New group GP Salvage & existing Peace Steel,Medium,"change in ownership
splitting off division for new group
Darcy is servicing advisor",True,2014-03-18T22:21:34.000+0000,False,False,005G0000002gy6lIAA,2013-05-02T22:02:34.000+0000,005G0000002gy6lIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(780) 357-9313,,liz@canwestgroup.com,(780) 357-9315,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6lIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4718.0
500G000000DonSeIAJ,False,,00001822,003G0000018f6dwIAA,001G000000urMrlIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,A Godard,Medium,Request to find out how annual interest is paid (either by cheque or into the DIA which would require a request for withdrawal) and a copy of client statement.,True,2013-05-03T12:35:33.000+0000,False,False,005G0000002gy6kIAA,2013-05-03T12:34:22.000+0000,005G0000002gy6kIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)384-5510,(613) 484-2466,dennis@monarch-financial.ca,(613)384-3037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6kIAA,,,,,,,0.0,0.0,0.0,,False,4717.0
500G000000DooitIAB,False,,00001823,003G000001ARPdOIAX,001G000000vldPlIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Divorce coverage - Kenny Enterprises,High,"Cathy please look into the recent coverage termination for Shirley  Kenny, ex spouse of Richard Kenny Jr. She called looking for the reasoning behind the termination of coverage as she just went to her lawyer's office and he asked her to find out this information. 
When you get the information can you please call Shirley. I will email you her contact information.",True,2014-05-27T11:13:35.000+0000,False,False,005G0000002gyC9IAI,2013-05-03T14:30:45.000+0000,005G0000002gyCEIAY,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(709) 576-6243 ext 2247,,john.lynch@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyC9IAI,,,,,,,0.0,0.0,0.0,,False,4717.0
500G000000DoqBOIAZ,False,,00001825,003G0000018f7pfIAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,CC Elite Retail Inc.,Medium,"amendment to add new division and 4 new apps
May 3 - Jim dropped in when I was on phone.  Call to discuss details",True,2013-06-20T05:48:56.000+0000,False,False,005G0000002gyEjIAI,2013-05-03T17:52:19.000+0000,005G0000002gyEjIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(306) 586-3338,(306) 539-6414,jimgwl@accesscomm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEjIAI,,,,,,,1.0,0.0,0.0,,False,4717.0
500G000000DoqONIAZ,False,,00001829,003G0000018f6vyIAA,001G000000urMrmIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Corporate client,Medium,"$12K annual T100 premium. Client has asked Mark for quote. I sent the illustration, Mark will meet the client and updat me.",False,,False,False,005G0000002gy4gIAA,2013-05-03T19:07:58.000+0000,005G0000002gy4gIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)724-8247,(613) 724-8247,mark@taggartwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Quotation,1.0,0.0,0.0,,False,4717.0
500G000000DoqeOIAR,False,,00001824,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Pricing Comparison - Nelson & Hayward,Medium,Pricing comparison between current plan and PS2,True,2013-05-07T16:08:58.000+0000,False,False,005G0000002gy6dIAA,2013-05-03T17:43:45.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,3.0,0.0,0.0,,False,4717.0
500G000000DoqzaIAB,False,,00001837,003G0000018f7wcIAA,0015o000008CygOAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Settlement options for 91 year old client,Medium,"Good afternoon Nabil:
We have a client who is 91 years old who holds segregated funds at another institution.  Is it possible to move these funds to your platform so we can avail ourselves of the option to set up a settlement option upon death which would stipulate a fixed monthly income for the beneficiary for life with the residual to be paid to his brother upon his death?
If so what maturity/death benefit guarantees are available for someone at this stage of life.
Thank you in advance for your assistance in this matter.
Regards
Rick",True,2014-01-07T23:07:21.000+0000,False,False,005G0000002gy4kIAA,2013-05-03T20:32:10.000+0000,005G0000002gy4kIAA,2024-04-22T14:23:10.000+0000,0055o0000019VX9AAM,2024-04-22T14:23:11.000+0000,(519) 251-4004,(519) 919-1562,howard@haskingsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4717.0
500G000000DorAZIAZ,False,,00001826,003G0000018f6XLIAY,001G000000urMrbIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA transfer,Medium,questions surrounding TFSA transfer fees if applicable.,True,2013-05-03T18:24:46.000+0000,False,False,005G0000002gy1hIAA,2013-05-03T18:24:28.000+0000,005G0000002gy1hIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)967-6060X209,,pat.keilty@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1hIAA,,,,,,,0.0,0.0,0.0,,False,4717.0
500G000000DorTwIAJ,False,,00001827,003G0000018f6nfIAA,0015o000008CypIAAS,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,CIAT,Medium,James McRea & Judy Klenik $20K & $10K examples fpr each. Mike to meet with them next week.,False,,False,False,005G0000002gy4gIAA,2013-05-03T18:59:56.000+0000,005G0000002gy4gIAA,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Concept,0.0,0.0,0.0,,False,4717.0
500G000000DorWkIAJ,False,,00001828,0030A0000029pWfQAI,0015o000008CyvpAAC,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,RPU & Capital Efficiency,Medium,"Rick wants to show $50K for shortest period (plus 2). And bring into Cap efficency. 
Illustration ordered today.",False,,False,False,005G0000002gy4gIAA,2013-05-03T19:03:38.000+0000,005G0000002gy4gIAA,2024-03-11T14:07:36.000+0000,0055o0000019VX9AAM,2024-03-11T14:07:37.000+0000,(613)258-1997,,peggy@ofarrellfinancial.com,(613)258-6893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4717.0
500G000000DoraiIAB,False,,00001831,003G0000018f6T9IAI,001G000000urMroIAE,,,,,,Life,012G00000012AYVIA2,More Information Required,Complex Case,Email,,Ultra wealthy client - Charitable giving through the foundation,Medium,"What I've discussed with them is the establishment of a ""foundation"" whereby the York's would give money to various charities/causes etc on a personal tax level. My thought was that the policy or policies could be owned and paid by their Holdco over the next 10 years. Funds could be accessed via a leveraged credit facility using the built up cash values at year 10, when both clients would be approximately 60 years old. We could look at individual policies on each, or joint last to die. Both are in excellent health.
You had mentioned something about a guarantee fee…..we should discuss this and any other ""tax"" implications which I'm not aware of",False,,False,False,005G0000002gy4gIAA,2013-05-03T19:18:19.000+0000,005G0000002gy4gIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)695-8611X1100,(613) 297-5717,garry.moore@miig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,,0.0,0.0,0.0,,False,4717.0
500G000000DoretIAB,False,,00001830,003G0000018f6oiIAA,001G000000urMp9IAE,,,,,,Life,012G00000012AYVIA2,More Information Required,Complex Case,Phone,,Partnership Agreement,Medium,"Fraser  and George west has a client he's been working on for sometime, partnership agreement. I forwarded him both the business fact finding and my presentation on Partnership Agreements. Fraser called to say it was extremely helpful, he's meeting the client next week.",False,,False,False,005G0000002gy4gIAA,2013-05-03T19:14:31.000+0000,005G0000002gy4gIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(705) 256-5618 x342,(705) 257-0269,fraser.carlyle@freedom55financial.com,(705) 256-1766,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4717.0
500G000000Dori7IAB,False,,00001832,003G0000018f6dMIAQ,001G000000urMu2IAE,,,,,,Life,012G00000012AYVIA2,More Information Required,Complex Case,Phone,,"Si,SI,Li",Medium,"Male age 49  $100K annual premium 20 pay , income at age 70.

Lisa to touch base as well/",False,,False,False,005G0000002gy4gIAA,2013-05-03T19:20:58.000+0000,005G0000002gy4gIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(705)377-6055,,bill@northchannelfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,,0.0,0.0,0.0,,False,4717.0
500G000000DorotIAB,False,,00001833,003G0000018f6U6IAI,001G000000urMrmIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,RPU,Medium,"Wants to present IAT $35K or 40K  quickest pay. Loked at JWL & 20pay. Supper PUA's and GWL with ADO.  Quotes ordered and received, Kim Cadeau.",False,,False,False,005G0000002gy4gIAA,2013-05-03T19:30:21.000+0000,005G0000002gy4gIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(613)355-5596,,tom@tmacleodfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4717.0
500G000000DorrTIAR,False,,00001834,003G0000018f6R8IAI,001G000000urMw6IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,RUP,Medium,Required info on quick pay. Presented $26K annula premium. Sold.,False,,False,False,005G0000002gy4gIAA,2013-05-03T19:34:20.000+0000,005G0000002gy4gIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(705)647-6645,(705) 648-1555,cory@stcyr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4717.0
500G000000Dos1iIAB,False,,00001835,003G0000018f6YzIAI,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Call for information regarding employee effective date and billing.,Medium,Advisor called to inquire about employee # 31 and effective date for policy # 227838.,True,2013-07-29T18:31:22.000+0000,False,False,005G0000002h5rnIAA,2013-05-03T19:53:12.000+0000,005G0000002h5rnIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(306) 586-0905 ext 4287,(306) 539-7024,doug.pennington@f55f.com,(306) 586-1282,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4717.0
500G000000Doy2zIAB,False,,00001838,003G0000018f6wLIAQ,001G000000urMtGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,530K Registered Case,Medium,Husband Wife have 530K non registered assets. Want moderate portfolio. That was created as well as porfolio commentary.,True,2013-05-17T03:11:18.000+0000,False,False,005G0000002gxyEIAQ,2013-05-04T23:44:39.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,902-270-7526,,mackie@mmfm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Marketing Piece;Analysis Document;Presentation,2.0,0.0,0.0,,False,4716.0
500G000000DoyZPIAZ,False,,00001839,003G0000018f73DIAQ,001G000000urMnoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Skills training one hour,Medium,Margaret lacks confidence is discussing investments with clients. Requested a one on one session to go over Voyager and how to use illustration tools. We went brought a case study cash flow example and us cussed the vale of planning and the cross sell opportunities that will come out of following a process.I asked Eric to find two investment opportunities we could work on. Follow up next week with  her.,True,2013-05-05T05:10:02.000+0000,False,False,005G0000002gy1jIAA,2013-05-05T05:07:59.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,604-732-1508,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,,1.0,0.0,0.0,,False,4715.0
500G000000DoyfSIAR,False,,00001840,003G0000018f6qfIAA,001G000000urMnoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Positioning investments with clients,Low,Advisor is very interested in  bringing over investments with his clients however lacks skills and process. Simon requested to meet with me to discuss setting up a process and how to incorporate cash flow planning and finding new opportunities with existing clients.,False,,False,False,005G0000002gy1jIAA,2013-05-05T05:27:38.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,604-732-1508,(604) 619-0099,simon.bui@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,,0.0,0.0,0.0,,False,4715.0
500G000000Doyg1IAB,False,,00001841,003G0000018f6vrIAA,001G000000urMunIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Corp class fixed income changes,Medium,Spoke with Deneen regarding changes with Quadrus  fixed income and provided her with other fixed income solutions. WE also discuss pricing options and emailed her a sample portfolio showing alternative and pricing. She has a client she need to rebalance and found the solution something she will recommend.,True,2014-07-22T21:47:03.000+0000,False,False,005G0000002gy1jIAA,2013-05-05T05:36:12.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(250)475-1108,(250) 727-1287,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,Provided her with info,Other,,,0.0,,,0.0,False,Provided her with info,,,,,005G0000002gy1jIAA,,,701G0000000aVJMIA2,,,Marketing Piece,0.0,0.0,0.0,,False,4715.0
500G000000Dp1ECIAZ,False,,00001842,003G0000018f6YuIAI,001G000000urMrTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Blue Cross to GWL Comparison,Medium,Client has business with Greg wants to look at transferring DI.  Provided a comparison of product.  I will contact Greg tomorrow to discuss specifics around GWL product positioning.,True,2013-05-06T02:07:04.000+0000,False,False,005G0000002gy4VIAQ,2013-05-06T02:06:58.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905)728-4315,(905) 424-0984,greg@gbfplanning.ca,(905)721-8287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4715.0
500G000000Dp2xdIAB,False,,00001843,003G0000018f7a1IAA,001G000000urNDHIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Giftnetwork  Plan No. 283969 ---Cole Diamond,High,"Restructuring of the company,  needs to make changes to benefits to decrease the benefit premium each month.  E-mail sent to Elena at HSBI to discuss with Curtis McCone",True,2013-05-27T17:52:28.000+0000,False,False,005G0000002gy1xIAA,2013-05-06T13:12:23.000+0000,005G0000002gy1xIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,,,curtis.mccone@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1xIAA,,,,,,,0.0,0.0,0.0,,False,4714.0
500G000000Dp3REIAZ,False,,00001844,003G0000018f6rPIAQ,001G000000urMt7IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Balanced Portfolio,High,Client has 230K of registered money. Fits into balanced profile. Put together a balanced portfolio for advisor as well as commentary about why the portfolio was put toghether and how it can help client.,True,2013-05-06T14:49:00.000+0000,False,False,005G0000002gxyEIAQ,2013-05-06T14:12:05.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(902)240-6515,(902) 240-6515,evangelos@cpbarrettfinancial.com,,,,,,,,,,,bank funds,Other,,,0.0,,,0.0,False,bank funds,,,,,005G0000002gxyEIAQ,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4714.0
500G000000Dp4UyIAJ,False,,00001845,003G0000018f6ZqIAI,001G000000urMvrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Masterman,Medium,Called Eric regarding this case to get more details before I create a formal proposal.  Referred by Maureen today.  Client looking for $4100/mth for life.  Father is looking to fund the plan.,True,2015-04-28T14:43:27.000+0000,False,False,005G0000002gy9QIAQ,2013-05-06T15:50:10.000+0000,005G0000002gy9QIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(604)685-3707,(604) 341-4188,eric@barclayinsurance.ca,,,,,,,,,,,banks,Other,,,0.0,,,0.0,False,banks,,,,,005G0000002gy9QIAQ,,,,,,,1.0,0.0,0.0,,False,4714.0
500G000000Dp4XQIAZ,False,,00001846,003G0000018f6XUIAY,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Buy Sell Questions,Medium,"Larry had some questions about BS.  Wanting to discuss positioning and what information to gather for fact find.
Providied direction wait on info to open an opportunity",True,2015-10-30T15:19:26.000+0000,False,False,00516000006a7fIAAQ,2013-05-06T16:07:10.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(705)745-1324X368,(705) 872-2990,larry@heritagewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006a7fIAAQ,,,,,,,0.0,0.0,0.0,,False,4714.0
500G000000Dp5RCIAZ,False,,00001847,003G0000018f6wUIAQ,001G000000urMtJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Tim Burns Income Case,Medium,"Case for 800K in Income for client. Wants to outline LIB, Ann and portfolio.",True,2013-10-22T12:07:26.000+0000,False,False,005G0000002gxyEIAQ,2013-05-06T17:16:06.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(902)539-5093,(902) 304-1500,tim.burns@fffpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Marketing Piece;Analysis Document;Presentation,0.0,0.0,0.0,,False,4714.0
500G000000Dp5eWIAR,False,,00001848,003G0000018f797IAA,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Recently purchased BOB,Low,"Went through CIR reports, Term report to discuss identifying easy opportunities.  Advisor is going to go through book will follow up with me in a few days with some potential cases.",True,2013-05-06T17:46:49.000+0000,False,False,005G0000002gy4VIAQ,2013-05-06T17:46:45.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,705-745-1324,,perry.longhurst@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4714.0
500G000000Dp5mZIAR,False,,00001849,003G0000018f7A8IAI,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Recently purchased BOB,Low,"Went through CIR reports, Term report to discuss identifying easy opportunities.  Advisor is going to go through book will follow up with me in a few days with some potential cases.",True,2013-05-06T17:47:37.000+0000,False,False,005G0000002gy4VIAQ,2013-05-06T17:47:33.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,705-745-1324,,bruce.rowe@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4714.0
500G000000Dp68uIAB,False,,00001850,003G0000018f6hnIAA,001G000000urMpdIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,Medium,has an economic protection plan.  wanting to know options on coversion to Jubilee or 20 Pay.  I have responded via email to request an inforce illustration.,True,2015-08-25T15:10:14.000+0000,False,False,005G0000002gy8vIAA,2013-05-06T18:21:19.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)337-6553,(519) 331-7824,pieter.lindhout@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4714.0
500G000000Dp6nxIAB,False,,00001851,003G0000018f7wcIAA,0015o000008CygOAAS,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Fontaine,Medium,Working on large premium for client ( 60k ) EL 100 and also 2X10k for kids.  SSL model and cascading concpet material provided.,False,,False,False,005G0000002gy8CIAQ,2013-05-06T19:22:10.000+0000,005G0000002gy8CIAQ,2024-04-22T14:23:10.000+0000,0055o0000019VX9AAM,2024-04-22T14:23:11.000+0000,(519) 251-4004,(519) 919-1562,howard@haskingsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8CIAQ,,,,,,,0.0,0.0,0.0,,False,4714.0
500G000000Dp6rfIAB,False,,00001852,003G0000018f7wcIAA,0015o000008CygOAAS,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Goggin,Medium,Manu conversion.  70k premium and/or possible term re-write,False,,False,False,005G0000002gy8CIAQ,2013-05-06T19:27:57.000+0000,005G0000002gy8CIAQ,2024-04-22T14:23:10.000+0000,0055o0000019VX9AAM,2024-04-22T14:23:11.000+0000,(519) 251-4004,(519) 919-1562,howard@haskingsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8CIAQ,,,,,,,1.0,0.0,0.0,,False,4714.0
500G000000Dp6v9IAB,False,,00001855,003G0000018f76GIAQ,001G000000urMu9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,info sur les nouvelles normes en ass vie selon le budget,Medium,Envoi du courriel avec le document à ce sujet (imposition des polices),True,2013-05-06T19:43:20.000+0000,False,False,005G0000002gy1iIAA,2013-05-06T19:42:59.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(418)622-8060,(418) 802-2737,dveilleux@dvsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4714.0
500G000000Dp6yMIAR,False,,00001853,003G0000018f6s5IAA,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Question fiscale sur la disposition de police,Medium,"Client coiffeur avec SRG et Cie (maison intérieur de la cie)
Veut savoir les impacts fiscal du prêt sur polcie, rachat complet ou partiel.",True,2013-05-06T19:38:59.000+0000,False,False,005G0000002gy1iIAA,2013-05-06T19:38:32.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,418-622-7077,,david.lepine@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4714.0
500G000000Dp6zyIAB,False,,00001854,003G0000018f71eIAA,001G000000urMsiIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Courriel avec infos dosseir client,Medium,Guy-Pierre mentionne qu'il ne trouve plus le courriel que j'ai fait parvenir la semaine passée sur son client 380K de VU en T-100 avec concept Emprunt garanti de l'entreprise.  J'ai retourné le courriel,True,2013-05-06T19:41:10.000+0000,False,False,005G0000002gy1iIAA,2013-05-06T19:40:54.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(819)371-4639,(819) 371-4639,guy-pierre@sfgpb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4714.0
500G000000Dp7geIAB,False,,00001857,003G0000018f7SPIAY,001G000000urMxbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,CSV Line of Credit,Medium,Dale has some corporately owned life insurance that he may wish to access through CSV line of credit program.  Gave him all the application information as well as a contact number for Solutions Bank.,True,2013-05-17T19:24:47.000+0000,False,False,005G0000002gy1vIAA,2013-05-06T20:44:35.000+0000,005G0000002gy1vIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(780)428-7525,(780) 405-0874,dale@saberfinancial.net,(780)450-2532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Marketing Piece;Concept,1.0,0.0,0.0,,False,4714.0
500G000000Dp7oSIAR,False,,00001858,003G0000018f7QzIAI,001G000000urMxrIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Prepaid Premium Account,Medium,One of Bill's clients had some questions around being able to pre-pay her life insurance premiums?  Responded to Bill with 2 options: Can use the Pre-paid premium account option available through HO or can set up a Term Certain Annuity as a method of transferring a lump-sum of cash into a stream of premium payments.,True,2013-05-08T18:01:15.000+0000,False,False,005G0000002gy1vIAA,2013-05-06T20:56:13.000+0000,005G0000002gy1vIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(403)252-1752,,bill@brownfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4714.0
500G000000DpBjdIAF,False,,00001859,003G0000018f7GxIAI,001G000000urMphIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,CC funds rebalance,Medium,"May 7: Coached Mara throught federal budget changes and ""capped"" funds.  We came up with an alternate CC fund recommendation",True,2013-05-07T13:39:02.000+0000,False,False,005G0000002gy4OIAQ,2013-05-07T13:38:45.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(519)967-1180,(519) 977-3064,mderikx@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpBpPIAV,False,,00001863,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment quote - 266473,High,Carolyn requested quote to increase OM's for DI,True,2013-05-08T18:16:25.000+0000,False,False,005G0000002gy3CIAQ,2013-05-07T14:58:34.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpCQGIA3,False,,00001860,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,CI quote for Policy# 259065,High,Liz requested quote to add EE CI to present along with renewal.,True,2014-01-10T16:35:54.000+0000,False,False,005G0000002gy5mIAA,2013-05-07T14:54:43.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5mIAA,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpCTOIA3,False,,00001861,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,CI quote for policy#214778,High,Liz requested quote to add CI to present along with renewal.,True,2014-03-06T16:56:58.000+0000,False,False,005G0000002gy5mIAA,2013-05-07T14:56:23.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5mIAA,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpCTsIAN,False,,00001862,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,CI quote for policy#214729,High,Liz requested quote to add CI to present along with renewal.,True,2014-03-06T16:57:43.000+0000,False,False,005G0000002gy5mIAA,2013-05-07T14:56:50.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5mIAA,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpCa5IAF,False,,00001864,003G0000018f7nEIAQ,001G000000urMwxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment quote for 281672,Medium,Mike would like to see a quote to add orthodontics to this policy,True,2013-05-07T21:59:07.000+0000,False,False,005G0000002gy3CIAQ,2013-05-07T15:03:52.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(780) 532-9510,(780) 831-8455,mike@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4713.0
500G000000DpCd4IAF,False,,00001865,003G0000018f7PnIAI,001G000000urMyNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Amendment Quotes for 1452544 Pure Country Meats,Medium,"Wanted to see what the impact on rates would be if dental was increased to $1,500 and $2,000 to offer a possible amendment during the renewal.",True,2013-07-26T20:04:47.000+0000,False,False,005G0000002gy1MIAQ,2013-05-07T15:07:35.000+0000,005G0000002gy1MIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(403) 275-4453,,gheff@telusplanet.net,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1MIAQ,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4713.0
500G000000DpCe3IAF,False,,00001866,003G0000018f7OCIAY,0015o000008CydLAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Seier Case,Medium,pricing speadsheet designed to compare portfolios between standard series and PS1,True,2013-05-07T16:42:24.000+0000,False,False,005G0000002gyFjIAI,2013-05-07T16:42:13.000+0000,005G0000002gyFjIAI,2024-01-23T15:12:54.000+0000,0055o0000019VX9AAM,2024-01-23T15:12:54.000+0000,(204)808-8096X303,(204) 952-1512,lei.ren@harmonyfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Quotation,1.0,0.0,0.0,,False,4713.0
500G000000DpCltIAF,False,,00001867,003G0000018f6YEIAY,001G000000urMouIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,TFSA Overcontribution,Medium,"Client had over contributed to TFSA. Had to research and provide government documentation on the over contribution, penalties, when they are paid, and how to get the money out efficiently.",True,2013-05-07T16:44:17.000+0000,False,False,005G0000002gyFjIAI,2013-05-07T16:44:11.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(204)489-5534X356,,wes.from@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4713.0
500G000000DpDfuIAF,False,,00001869,003G0000018f6hQIAQ,001G000000urMovIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Pension Annuity,Medium,"Stefane needed me in a client meeting to discuss with his clients their best options for drawing on the wifes pension because they both had health concerns and needed to know the best option.

I built a break even chart on each option.",True,2013-05-07T16:49:17.000+0000,False,False,005G0000002gyFjIAI,2013-05-07T16:49:09.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(204)975-9292X3,(204) 797-6808,stefane.berard@berardfinancialgroup.com,(204)410-1144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Quotation,0.0,0.0,0.0,,False,4713.0
500G000000DpDhRIAV,False,,00001870,003G0000018f7ScIAI,001G000000urMx7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,R. R. Plett Trucking,Low,Deleted Div 2 and transferred credit over to Div 1,True,2013-05-07T16:51:21.000+0000,False,False,005G0000002gy2tIAA,2013-05-07T16:51:07.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(780)451-4476,,wade@benefexconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpDvSIAV,False,,00001872,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Jean Lupien,Medium,Review + rebalance portfolio + bring assets in QGOF,True,2013-05-16T23:10:32.000+0000,False,False,005G0000002gy8MIAQ,2013-05-07T17:41:34.000+0000,005G0000002gy8MIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4713.0
500G000000DpE1rIAF,False,,00001871,003G0000018f7jkIAA,001G000000urMzvIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Phone,,Conception Bay Family Resource,Low,Kirk had the renewal meeting with Conception Bay Family Resource. They added the Costco Value Plan. The letter has been faxed in. He has requested an amendment quote to add LTD to the policy.,False,,False,False,005G0000002gyCJIAY,2013-05-07T17:23:08.000+0000,005G0000002gyCEIAY,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(709) 722-3282,(709) 685-8533,kstoyles@callegrow.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCJIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4713.0
500G000000DpEOkIAN,False,,00001873,003G0000018f6hgIAA,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,AXA Horizon 20 guaranteed premium,Medium,"Horizon 20 (EDB), 200k benefit, annual premium of 1573$
F/30/N-S in 2006
at age 65, cash value is 100k?",True,2013-05-13T19:26:41.000+0000,False,False,005G0000002gyBkIAI,2013-05-07T17:50:18.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(514)781-2542,(514) 781-2542,huybui@enrichfinancier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpEQCIA3,False,,00001874,003G0000018f7jkIAA,001G000000urMzvIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Therapeutic Services Inc.,High,Open Enrollment for Therapeutic Services Inc. We need one pagers done up for the employee meeting tomorrow. Please print them off on Selectpac Paper.,True,2013-06-11T18:16:13.000+0000,False,False,005G0000002gyC9IAI,2013-05-07T17:52:16.000+0000,005G0000002gyCEIAY,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(709) 722-3282,(709) 685-8533,kstoyles@callegrow.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyC9IAI,,,,,,Quotation;Presentation,1.0,0.0,0.0,,False,4713.0
500G000000DpEuAIAV,False,,00001875,003G0000018f6cHIAQ,001G000000urMt7IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Product Question,Medium,,False,,False,False,0050A000000qZknQAE,2013-05-07T19:01:21.000+0000,005G0000002gy9AIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(902)830-7475,(902) 830-7475,paul@baywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qZknQAE,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpFXuIAN,False,,00001876,003G0000018f7PwIAI,001G000000urMy5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Fiset,Medium,Met with Denis today and went through proposal.  Meeting set with the client on May 9th.,True,2013-05-16T15:16:59.000+0000,False,False,005G0000002gy9QIAQ,2013-05-07T19:35:20.000+0000,005G0000002gy9QIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(403) 273-8660,,denis@holdeninsurance.ca,(403) 273-3005,,,,,,,,,,bank,Other,,,0.0,,,0.0,False,bank,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpGUTIA3,False,,00001877,003G0000018f7KBIAY,001G000000urMwYIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Cathy Campbell - Era 1 OLD LIB Policy,High,"Met 1-1 with Curtis after phone call(s) with Curtis & Brad regarding the Campbell case. 

Turns out that $430K of the 1.1 Million they have with London Life is IN the Old Era 1 LIB. Huge benefit for the client and for Curtis. 

The only issue remaining appears to be the Transferring the LIRA to LIF and unlocking 50% of that and transferring into the existing RRSP with existing Era 1 OLD LIB. 

Main issue is that Cathy Campbell",True,2016-04-11T18:33:44.000+0000,False,False,005G0000002gxxoIAA,2013-05-07T21:29:58.000+0000,005G0000002gxxoIAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(705)733-5200,(705) 718-7924,curtis@waltonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxoIAA,,,,,,,1.0,0.0,0.0,,False,4713.0
500G000000DpGnpIAF,False,,00001878,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment Quote - 259065,High,Liz requested quote to increase visioncare maximum.,True,2014-08-15T17:33:48.000+0000,False,False,005G0000002gy5mIAA,2013-05-07T21:54:04.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5mIAA,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpGrMIAV,False,,00001879,003G0000018f7XPIAY,001G000000urN5tIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Racicot-Giuliani,Low,"13-05-07 Referral from Nabil. Rick Giuliani selling his book to BayWest and wants his personal $2.3M GWL holdings reviewed by me. No rush.

13-06-11 Email to Jeremy with observations and recommendations.

13-06-28 Call with Jeremy to discuss. Both agreed not many changes needed, and capital gains may be significant; so just go with my plan to tweak the large RRSP to be a bit more conservative.",True,2013-08-14T17:17:46.000+0000,False,False,005G0000002gy25IAA,2013-05-07T22:00:21.000+0000,005G0000002gy25IAA,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(905) 639-6443 x28,(905) 617-3000,jracicot@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy25IAA,,,,,,Presentation,1.0,0.0,0.0,,False,4713.0
500G000000DpHPOIA3,False,,00001880,003G0000018f6waIAA,001G000000urMrJIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Kathryn Gray,Medium,"Would like to add ROP to CI plan.
Needs the policy number.",True,2013-06-03T19:15:56.000+0000,False,False,005G0000002gy9EIAQ,2013-05-07T23:43:39.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(416)574-4554,,claude.nembhard@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4713.0
500G000000DpIhPIAV,False,,00001885,003G0000018f6ZoIAI,001G000000urMuUIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,LegVic,High,"Advisor put significant case in place for client, now concerned that even with HNW pricing cost is high.  Wants a review and options.",True,2013-12-10T16:32:26.000+0000,False,False,005G0000002gy6YIAQ,2013-05-08T14:10:44.000+0000,005G0000002gy6YIAQ,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(506)857-6830,,raymond@bourgeoisfinancier.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,,4.0,0.0,0.0,,False,4712.0
500G000000DpJECIA3,False,,00001882,003G0000029oE2hIAE,001G000000urND4IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,GMA LLP (policy # 214361),High,"(May08/13): This case termianted with Bob as a result of being purchased by a larger organization...and the mandate was to roll the benefits of GMA LLP under the parent company's plan.  Because the termaintion was outside of Bob's control, i've emailed Byron Neufeld asking him to remove the case from Bob's block for ARP purposes.  I expect to hear back from Byron within the week.",True,2013-10-02T15:16:23.000+0000,False,False,005G0000002gyCsIAI,2013-05-08T11:53:18.000+0000,005G0000002gyCsIAI,2023-12-15T04:31:55.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:55.000+0000,(647) 497-9957,,bob.pointon@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCsIAI,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpJNUIA3,False,,00001881,003G0000029oE2hIAE,001G000000urND4IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Geonics (policy # 264226),High,(May 08/13): Bob lost this case to another advisor - case moved for chaeper rates.  The resulting charge against his ARP persistency was approximatley $188K in annual premium.  I've emailed Byron Neefeld asking him to remove this case for ARP purposes as an outside broker moved the case.  I expect to hear from Byron this week.,True,2013-10-02T15:14:43.000+0000,False,False,005G0000002gyCsIAI,2013-05-08T11:50:07.000+0000,005G0000002gyCsIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(647) 497-9957,,bob.pointon@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCsIAI,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpJvkIAF,False,,00001883,003G0000018f7afIAA,001G000000urNB9IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,ARP Bonus,Medium,Jonathan would like GMS Insurance offices in Kitchener and Mississauga linked for bonus purposes,True,2013-05-08T14:02:30.000+0000,False,False,005G0000002gy74IAA,2013-05-08T14:01:53.000+0000,005G0000002gy74IAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519) 579-9693,,jshantz@gmsinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy74IAA,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpKS4IAN,False,,00001884,003G0000018f6ZoIAI,001G000000urMuUIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,LegLis,High,"Advisor put significant case in place for client, now concerned that even with HNW pricing cost is high.  Wants a review and options.",True,2013-12-10T16:30:42.000+0000,False,False,005G0000002gy6YIAQ,2013-05-08T14:09:24.000+0000,005G0000002gy6YIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(506)857-6830,,raymond@bourgeoisfinancier.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpKTCIA3,False,,00001886,003G0000018f6ZoIAI,001G000000urMuUIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,BouMon,High,"Advisor put significant case in place for client, now concerned that even with HNW pricing cost is high.  Wants a review and options.",True,2013-12-10T16:33:43.000+0000,False,False,005G0000002gy6YIAQ,2013-05-08T14:11:16.000+0000,005G0000002gy6YIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(506)857-6830,,raymond@bourgeoisfinancier.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpKYHIA3,False,,00001887,003G0000018f6ZoIAI,001G000000urMuUIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,LanSyl,Medium,client holds CC funds including fixed income.  Raymond will need a recommended strategy to handle the FI fund specifically and how to re-shape the remainder CC portfolio or to abandon the CC structure for this client.,True,2014-02-25T19:15:02.000+0000,False,False,005G0000002gy6YIAQ,2013-05-08T14:18:58.000+0000,005G0000002gy6YIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(506)857-6830,,raymond@bourgeoisfinancier.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,,2.0,0.0,0.0,,False,4712.0
500G000000DpLM2IAN,False,,00001908,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Rebalance Preferred 1,Medium,May 8: Client discussed risk with client and I provided her a rebalancing strategy to a moderate approach.  Client name is Kavanaugh.,True,2013-05-08T15:32:12.000+0000,False,False,005G0000002gy4OIAQ,2013-05-08T15:31:57.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpLpnIAF,False,,00001909,003G0000018f6QtIAI,001G000000urMu8IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,L Gordon,Medium,Sent Kent the first draft proposal for the Gordon file.,True,2015-04-28T14:43:53.000+0000,False,False,005G0000002gy9QIAQ,2013-05-08T16:18:00.000+0000,005G0000002gy9QIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(403)527-1523,,office@smithgroupinc.ca,,,,,,,,,,,broker,Other,,,0.0,,,0.0,False,broker,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpLrKIAV,False,,00001910,003G0000018f6QtIAI,001G000000urMu8IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Dan Smith,Medium,Sent Dan a review of his portfolio and a quick market update.  Dan wanted some direct communication with me periodically so I obliged.  We are transitioning Dan's account from Conservative to Balanced in methodic and even manner.,True,2013-06-11T16:25:01.000+0000,False,False,005G0000002gy9QIAQ,2013-05-08T16:20:11.000+0000,005G0000002gy9QIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(403)527-1523,,office@smithgroupinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpMhIIAV,False,,00001914,003G0000018f6xnIAA,001G000000urMq6IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Preferred Series 1,Medium,"Moving internal assets - approx $800k - to P1 over the coming years as DSC fees expire.  Provided info on mechanics of making that move, confirmed with HO admin.",True,2013-05-08T18:06:49.000+0000,False,False,005G0000002gy5oIAA,2013-05-08T18:06:40.000+0000,005G0000002gy5oIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)650-8111X234,(519) 574-2656,tim@tbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5oIAA,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpMmaIAF,False,,00001911,003G0000018f77XIAQ,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Placing CI Policy,Medium,Went over process and documents.,True,2013-05-08T17:49:32.000+0000,False,False,005G0000002gyG3IAI,2013-05-08T17:49:17.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)992-7282,(519) 992-7282* call this,jlee@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Marketing Piece;Quotation;Concept,0.0,0.0,0.0,,False,4712.0
500G000000DpMsTIAV,False,,00001912,003G0000018f7AnIAI,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,DI ROP Opportunity,Medium,"at Agency meeting I discussed adding ROP to DI before price change.
Ned asked me to provide a list of his clients without ROP 50% or surrender.
Kelly Lee provided the download and I sent to Ned.",True,2013-05-08T17:59:35.000+0000,False,False,005G0000002gyG3IAI,2013-05-08T17:59:05.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)551-7842,(519) 551-7842,ned@peacockplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4712.0
500G000000DpMtNIAV,False,,00001913,003G0000018f7N6IAI,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Financial Plan for New Graduates,Medium,"Two Grads, little funds. 
Have student loans. thnking Life insurance
I suggested CI as a priority and some life insurance based on the need. Both have debt and work Part time. if one get sick they are in just as much trouble than if one passed away with a higher chance of illness.",True,2013-05-08T18:04:49.000+0000,False,False,005G0000002gyG3IAI,2013-05-08T18:04:27.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,519-967-1180,,michael.oleynik@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4712.0
500G000000DpNF8IAN,False,,00001915,003G0000018f7u5IAA,001G000000urNAkIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Admissibilité Conférence,Medium,Indiqué les différences entre les types de conférences et qui est admissible (clé d'or principal vs associés),True,2013-05-08T18:38:17.000+0000,False,False,005G0000002gy26IAA,2013-05-08T18:37:28.000+0000,005G0000002gy26IAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418) 658-2689,(418) 563-7320,robinveilleux@assurancescollectives.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy26IAA,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpNaDIAV,False,,00001916,003G0000018f7jYIAQ,001G000000urN05IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,compensation question,Medium,upgrade occ class and add coverage-does it result in higher compensation?,True,2013-09-27T14:24:32.000+0000,False,False,005G0000002gxzGIAQ,2013-05-08T19:19:37.000+0000,005G0000002gxzGIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(709)237-4122,(709) 682-6275,sneil@murphyneil.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzGIAQ,,,,,,,2.0,0.0,0.0,,False,4712.0
500G000000DpNarIAF,False,,00001919,003G0000018f7bgIAA,001G000000urN9JIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Illustration de vie croissante,Medium,"Jocelyne Chalifoux, adjointe,  m'a demandé de préparer une illustration de vie croissante afin de changer le coût d'assurance TRA à T100 pour les deux assurées.",True,2013-05-08T20:02:51.000+0000,False,False,005G0000002gxxjIAA,2013-05-08T20:02:11.000+0000,005G0000002gxxjIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(450) 657-9264,(514) 917-2597,rmartel@marteletmartel.ca,(450) 657-0805,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4712.0
500G000000DpNgDIAV,False,,00001918,003G0000018f7NfIAI,001G000000urMrDIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,,True,2013-05-08T19:43:35.000+0000,False,False,005G0000002gy2wIAA,2013-05-08T19:43:23.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(905) 660-9414 X238,,lindsay.siegel@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpNqdIAF,False,,00001917,003G0000018f6dsIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Low,,True,2013-05-08T19:37:04.000+0000,False,False,005G0000002gy2wIAA,2013-05-08T19:36:50.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(905)660-9414X278,(416) 930-5779,franco@sansonefs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpO06IAF,False,,00001920,003G0000018f7GYIAY,001G000000urMq5IAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Annuity for a 97 year old from an Insurance policy,Medium,Called Karen Booth for info on annuities.  Will call Mitch with details.  Waiting for Karen to call back with more info,True,2013-05-09T14:57:37.000+0000,False,False,005G0000002gy3dIAA,2013-05-08T20:13:33.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)371-7066,(519) 375-0911 *,mitchchilds@engagedfinancial.com,,,,,,,,,,,US,Other,,,0.0,,,0.0,False,US,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpO9cIAF,False,,00001921,003G0000018f7T1IAI,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Titan Glass Ltd.,Medium,"Amendment to change class names:
1 - Owners, Estimators and Shop Foremen
2 - Glaziers and Installers",True,2013-05-08T20:15:30.000+0000,False,False,005G0000002gy37IAA,2013-05-08T20:14:04.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)988-9429,(780) 720-6720,murray@buchananinsurance.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpOIoIAN,False,,00001933,003G0000018f7nEIAQ,001G000000urMwxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment Quote - 269376,Medium,Mike requested quote to add Major DC,True,2013-05-09T20:48:54.000+0000,False,False,005G0000002gy3CIAQ,2013-05-08T20:50:49.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780) 532-9510,(780) 831-8455,mike@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpONJIA3,False,,00001935,003G000001AOzRFIA1,001G000000urMxOIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,"Piapot First Nation #80, Policy #217842",Medium,"Amendment quote LTD from Own Job to Own Occ, 50%, remove survivor's benefits",True,2014-10-16T23:20:41.000+0000,False,False,005G0000002gyEtIAI,2013-05-08T21:17:11.000+0000,005G0000002gyEtIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(306) 467-4919,,cgardipy@imibrokerage.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,Quotation,2.0,0.0,0.0,,False,4712.0
500G000000DpORPIA3,False,,00001932,003G0000018f7qNIAQ,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,GROUPNET COVERAGE SUMMARY FOR EMPLOYEE AND GROUP NET FORMS,Medium,EMAIL FROM JAMES TO OBTAIN A PREMIUM BREAKDOWN FOR EMPLOYEE AS WELL AS OBTAIN USER AND ADVISOR GROUPNET FORMS FOR NEW PLAN ADMINISTRATOR FOR GROUP 281885.,True,2014-10-01T16:35:27.000+0000,False,False,005G0000002gyB4IAI,2013-05-08T20:41:50.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,,(306) 570-6440,james@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpOmIIAV,False,,00001934,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment Quote-274703,Medium,Ronda requested quote to increase Paramed Max & non-taxable LTD quote.,True,2015-08-19T16:31:34.000+0000,False,False,005G0000002gy5mIAA,2013-05-08T21:16:53.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy5mIAA,,,,,,,0.0,0.0,0.0,,False,4712.0
500G000000DpOtzIAF,False,,00001939,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Cory,Medium,"Trying to get the plan of monthly office pay.  Client does not want to charge to credit card, however cannot do a PAC due to no canadian bank account.  working with jim segeren.",True,2015-08-25T15:10:27.000+0000,False,False,005G0000002gy8vIAA,2013-05-09T13:09:52.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4711.0
500G000000DpPHkIAN,False,,00001936,003G000001AP4VqIAL,001G000000urMxOIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Nupqu Development Corporation,Medium,"Amendment Quote for:
1.  Remove Adult Ortho (leave child ortho in place)
2. Add $50,000 Employee CI - enhanced
3. Add Dependent CI",True,2014-10-16T23:21:05.000+0000,False,False,005G0000002gyEtIAI,2013-05-08T22:18:41.000+0000,005G0000002gyEtIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(250) 426-2656,,cgendron@tipi-imipartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,Quotation,2.0,0.0,0.0,,False,4712.0
500G000000DpPeaIAF,False,,00001937,003G0000018f7F2IAI,001G000000urMw8IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Investors Group,Medium,Has a client with Investors Group Money. Inquired about HNW. Had a good meeting with him on how to proceed. Put a portfolio together and discussed that as well as paperwork requires. Had Liz Mosher attend as well to ensure right paperwork was used.,True,2013-05-08T23:55:02.000+0000,False,False,005G0000002gxyEIAQ,2013-05-08T23:54:23.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(902)830-2512,(902) 830-2512,chris@mmfp.ca,,,,,,,,,,,Investors Group,Other,,,0.0,,,0.0,False,Investors Group,,,,,005G0000002gxyEIAQ,,,,,,Marketing Piece;Analysis Document;Presentation;Concept,1.0,0.0,0.0,,False,4712.0
500G000000DpRggIAF,False,,00001938,003G0000018f6KIIAY,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Date de naissance,Low,Avis sur comment corriger une date de naissance erronée sur police vie. Référé au service à la cleintèle.,True,2013-06-05T16:51:27.000+0000,False,False,005G0000002gy1SIAQ,2013-05-09T12:35:52.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(514)293-4696,(514) 293-4696,angelo@mazzellafinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,1.0,0.0,0.0,,False,4711.0
500G000000DpRo7IAF,False,,00001942,003G0000018f74pIAA,001G000000urMptIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,transfers of ownership,Medium,looking for information on how to and what are the results,True,2015-01-28T15:27:58.000+0000,False,False,005G0000002gy8vIAA,2013-05-09T13:46:39.000+0000,005G0000002gy8vIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519) 435-7980,* (519) 630-4098,ann.roy@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4711.0
500G000000DpRtlIAF,False,,00001940,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Matt,Medium,looking to change the payment to Visa and wanted instructions.  Email has been sent advising how to proceed.,True,2015-08-25T15:10:39.000+0000,False,False,005G0000002gy8vIAA,2013-05-09T13:11:12.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4711.0
500G000000DpS6fIAF,False,,00001941,003G0000018f6hnIAA,001G000000urMpdIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,looking for options in handling an economatic life case.  Wants to change to a 20 pay or jubilee.  Client is79 years old.  I've advised Pieter to do a plan change quote.,True,2015-08-25T15:08:05.000+0000,False,False,005G0000002gy8vIAA,2013-05-09T13:40:19.000+0000,005G0000002gy8vIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)337-6553,(519) 331-7824,pieter.lindhout@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4711.0
500G000000DpSO6IAN,False,,00001944,003G0000018f7aFIAQ,001G000000urNBTIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Arrow Custom Maching,High,"Late Application status for Jamie Dennis,  dealing with Almira Santos at HO to bring about a resolution, my take on the matter is that it was handled incorrectly at the time of enrollment due to lack of knowledge on the admin's part.
Put together a strong case and brought to the attention of head office that I do not wish to lose this case as Bill Steenbergen is just starting to bring business to us again after moving alot to Manulife due to rates",True,2013-08-16T15:18:03.000+0000,False,False,005G0000002gy1xIAA,2013-05-09T14:35:03.000+0000,005G0000002gy1xIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519) 622-3900,,bill@steenbergenfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1xIAA,,,,,,,0.0,0.0,0.0,,False,4711.0
500G000000DpSUNIA3,False,,00001943,003G0000018f6YzIAI,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,CALL FROM ADVISOR FOR INFORMATION ON EXCESS LIFE AND LTD NEW AMOUNTS,Medium,CALL FROM ADVISOR INQUIRING ABOUT AMOUNTS EXCESS NEM LIFE AND LTD AMOUNTS NOT AT MAXIMUM FOR EMPLOYEE #2 OF GROUP 22791,True,2013-11-18T17:01:25.000+0000,False,False,005G0000002gyB4IAI,2013-05-09T14:33:36.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(306) 586-0905 ext 4287,(306) 539-7024,doug.pennington@f55f.com,(306) 586-1282,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4711.0
500G000000DpSdZIAV,False,,00001945,003G0000018f7TDIAY,001G000000urMx6IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,LIVING LIFE - YRT COI ANALYSIS,Medium,Client has a LL policy with YRT COI.  Looking at showing the client how they can lock in a LEVEL premium now to avoid future premium increases.,True,2013-05-09T14:51:39.000+0000,False,False,005G0000002gy1vIAA,2013-05-09T14:50:49.000+0000,005G0000002gy1vIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780) 439-3600,(780) 233-1373,pat@mpsinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4711.0
500G000000DpShqIAF,False,,00001946,003G0000018f7a1IAA,001G000000urNDHIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,HSBI Benefits  283365   Brian Vyner,High,"Scott Morrison brought to my attention an ex-gratia claim that he would like to see paid for the above mentioned employee,  this group is Curtis McCone's personal group and his business is extremely important to us",True,2013-05-27T17:23:41.000+0000,False,False,005G0000002gy1xIAA,2013-05-09T14:58:26.000+0000,005G0000002gy1xIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,,,curtis.mccone@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1xIAA,,,,,,,2.0,0.0,0.0,,False,4711.0
500G000000DpSm9IAF,False,,00001947,003G000001B3jBNIAZ,0015o000008Cz06AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,"Royal Concrete Finishers Ltd., 281548",Medium,"Run an amendment quote from inforce changing Drug benefit to PNVP (need to change to PDD).

Revise Amendment Quote run March 26th to PDD from Deferred",True,2014-10-16T23:21:25.000+0000,False,False,005G0000002gyEtIAI,2013-05-09T15:37:03.000+0000,005G0000002gyEtIAI,2024-04-03T13:32:36.000+0000,0055o0000019VX9AAM,2024-04-03T13:32:37.000+0000,(306) 244-0949,,ashlyn.paul@wiegers.ca,(306) 244-4026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,3.0,0.0,0.0,,False,4711.0
500G000000DpSxBIAV,False,,00001948,003G0000018f6p7IAA,001G000000urMsJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Illustrate premium vacation before 10 years,Medium,"Why can we illustrate 7 years payment + 4 years premium vacation then go back to personnal payments, but can't show a permanent premium vacation VS when we ask for a RPU special quote and it is possible after 7/8 years?",True,2013-05-13T19:26:28.000+0000,False,False,005G0000002gyBkIAI,2013-05-09T16:20:30.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4711.0
500G000000DpUIdIAN,False,,00001949,003G0000018f6nmIAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment - Caliber Oilfield & Production,Medium,"Amendment to increase LTD NEM to 3,700",True,2013-05-09T17:44:03.000+0000,False,False,005G0000002gy3HIAQ,2013-05-09T17:41:37.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(250)719-7449,(250) 719-7449,brenda@qualityteambenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4711.0
500G000000DpV17IAF,False,,00001950,003G0000018f7x0IAA,0015o000008Cz0HAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,ROR Not showing on Client Portfolio,Medium,,True,2013-05-09T19:14:32.000+0000,False,False,005G0000002gy6dIAA,2013-05-09T19:14:20.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306)359-1999,(306) 533-0110,leander@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4711.0
500G000000DpV5RIAV,False,,00001951,003G0000018f7pRIAQ,001G000000urMF8IAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Contingent Beneficiary Designation for multiple beneficiaries,Medium,,True,2013-05-09T19:23:37.000+0000,False,False,005G0000002gy6dIAA,2013-05-09T19:23:28.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(306)789-3744,(306) 536-2796,gil.ennis@mrefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,2.0,0.0,0.0,,False,4711.0
500G000000DpVMrIAN,False,,00001952,003G0000018f7GlIAI,0015o000008Cyi9AAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,LIB and Annuity help for appointment,High,Lisa needed some help quickly doing an LIB quote and Annuity quote for Mr Cronin who was coming in today.,True,2013-05-09T19:40:14.000+0000,False,False,005G0000002gy3dIAA,2013-05-09T19:39:01.000+0000,005G0000002gy3dIAA,2025-01-24T13:54:25.000+0000,0055o0000019VX9AAM,2025-01-24T13:54:25.000+0000,(519)804-9990,(519) 589-1054,lisa@grfs.ca,(226)896-1892,,,,,,,,,,Other,Other,,,0.0,,,0.0,False,Other,,,,,005G0000002gy3dIAA,,,,,,Quotation;Presentation,0.0,0.0,0.0,,False,4711.0
500G000000DpVYKIA3,False,,00001954,003G0000018f6yHIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Admin rules for Spousal RRSP,High,"Ramsay wanted to know who the applicant, annuitant and beneficiary is when opening a spousal RSP at LL and who the KYC is for if the Spousal RSP was with QGOF.

We discussed the rules and also how attribution works if withdrawals don't meet the ""3 year rule"".  Also how the Spousal indicator can be dropped at Death or marital breakdown.   Also that you can co-mingle an RSP with a Spousal RSP provided a disclosure is signed and provided you are comfortable that the attribution back to the depositor is not a concern since commingling makes all the money now subject to Spousal rules",True,2013-05-09T20:16:55.000+0000,False,False,005G0000002gy7yIAA,2013-05-09T20:16:40.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(905)276-1177,(416) 527-1477,ramsay@ramsaymery.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Concept,0.0,0.0,0.0,,False,4711.0
500G000000DpVYSIA3,False,,00001953,0035o000007WVK9AAO,0015o000008CydCAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,AMS Fee Exception for Wylie,Medium,"Exception no longer required as account has grown to over $500,000",True,2013-05-09T19:57:42.000+0000,False,False,005G0000002gy6dIAA,2013-05-09T19:56:52.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(204)478-8500,(204) 791-8382,pedmond@efgi.com,,,,,,,,,,,Fidelity,Fidelity,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4711.0
500G000000DpWLoIAN,False,,00001955,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,REQUEST FOR SEEKING EMPLOYEE ENROLLMENT INFORMATION AND MISSED FORMS SUBMISSION,Medium,SHARON CALLED TO INQUIRE IF AN EMPLOYEE HAS BEEN ENROLLED. FORMS TO BE RESUBMITTED TO OUR OFFICE FOR FORWARDING TO HEAD OFFICE AGAIN FOR GROUP 273533.,True,2013-11-18T17:03:11.000+0000,False,False,005G0000002gyB4IAI,2013-05-09T21:21:22.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4711.0
500G000000DpWPbIAN,False,,00001956,003G0000018f6eRIAQ,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Portfolio Insights,Medium,As result of meeting and discussing practise management. Dean wanted to see Portfolio Insights report on one of ihs top clients.  I positioned as an investment in his business that would help him streamline his investment process and focus on growing from 25 million to 50 million.,True,2013-05-09T21:30:15.000+0000,False,False,005G0000002hAGmIAM,2013-05-09T21:28:46.000+0000,005G0000002hAGmIAM,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(204)299-7196,(204) 299-7196,dean.barth@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hAGmIAM,,,,,,Analysis Document,0.0,0.0,0.0,,False,4711.0
500G000000DpZoxIAF,False,,00001957,003G0000018f6gOIAQ,001G000000urMpgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Finlay,Medium,questions from their accountant on how to place on books.  Have instructions from TEPG for accounting entires and fowraded on.,True,2013-05-10T14:18:16.000+0000,False,False,005G0000002gy8vIAA,2013-05-10T14:17:56.000+0000,005G0000002gy8vIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)337-6553X24,(519) 466-4755,paul.craievich@craievichfinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4710.0
500G000000DpatsIAB,False,,00001958,003G0000018f7isIAA,001G000000urN06IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Demograhic Change,Medium,Jeff needs to know how many people came in and off the plan since last renewal,True,2013-05-10T16:05:13.000+0000,False,False,005G0000002gyC9IAI,2013-05-10T16:02:49.000+0000,005G0000002gyCEIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(709)579-4700,,jeff@pippyins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyC9IAI,,,,,,,0.0,0.0,0.0,,False,4710.0
500G000000DpbMMIAZ,False,,00001959,003G0000018f7qqIAA,0015o000008CyzMAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Pricing Comparison - Dalke,Medium,Requested pricing comparison to move current client from MMP to PS2,True,2013-05-13T21:18:21.000+0000,False,False,005G0000002gy6dIAA,2013-05-10T16:51:54.000+0000,005G0000002gy6dIAA,2025-01-07T20:43:42.000+0000,0055o0000019VX9AAM,2025-01-07T20:43:43.000+0000,(306)986-9333,(306) 229-9919,mary@mcgregorfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,2.0,0.0,0.0,,False,4710.0
500G000000Dpc2DIAR,False,,00001960,0030A0000029atmQAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,1115610 Alberta Ltd. o/a Paradiso (Amendment),Medium,"Amendment to remove LTD effective May 15, 2013",True,2013-05-10T17:56:59.000+0000,False,False,005G0000002gy3HIAQ,2013-05-10T17:55:27.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)428-8585X388,(780) 966-6506,,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4710.0
500G000000Dpc2iIAB,False,,00001961,003G0000018f7T3IAI,001G000000urMxKIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,DF Boiler,Medium,Issue with adding ee who does not want to include their dep - low income earner -co adamant that he should not be forced into adding - wanted further info as to where we say that they need to be added onto plan - went to HO for further info.,True,2013-08-23T16:21:45.000+0000,False,False,005G0000002gy37IAA,2013-05-10T18:26:32.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780) 450-3888,,patrik@gryphonbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4710.0
500G000000DpcSEIAZ,False,,00001963,003G0000018f7GdIAI,001G000000urMrDIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,End Client Question,High,,True,2013-05-24T19:20:03.000+0000,False,False,005G0000002gy2wIAA,2013-05-10T19:20:34.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,1.0,0.0,0.0,,False,4710.0
500G000000DpchcIAB,False,,00001962,003G0000018f6dsIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,follow up on opportunity,Medium,,True,2013-05-24T19:19:28.000+0000,False,False,005G0000002gy2wIAA,2013-05-10T19:18:26.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(905)660-9414X278,(416) 930-5779,franco@sansonefs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4710.0
500G000000DpcuGIAR,False,,00001964,003G0000018f7TEIAY,001G000000urMxiIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,4-Way,Low,ran experience reports + $ reports for drug usage,True,2013-05-10T20:10:49.000+0000,False,False,005G0000002gy37IAA,2013-05-10T20:10:38.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)428-5321,(780) 991-7737,ian@umbriafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4710.0
500G000000DpdToIAJ,False,,00001965,003G0000018f79wIAA,001G000000urMoWIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,In Person,,DI Illustration help,Medium,Todd is presenting a DI case for a lawyer and wanted some help with the illustration following the underwriting decision.,False,,False,False,005G0000002gxynIAA,2013-05-10T20:30:29.000+0000,005G0000002gxynIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780) 428-8585 xt 4266,(780) 660-3787,todd.elliott@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxynIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4710.0
500G000000DpdaRIAR,False,,00001970,003G0000018f6rdIAA,0015o000008CyzgAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Clarence Campeaut Development Fund - add CI,Medium,"Add $50,000 Employee CI to group.  See what NEM is and lower coverage to within the NEM.",True,2014-10-16T23:21:47.000+0000,False,False,005G0000002gyEtIAI,2013-05-10T21:13:16.000+0000,005G0000002gyEtIAI,2024-01-29T15:33:58.000+0000,0055o0000019VX9AAM,2024-01-29T15:33:58.000+0000,(306)653-3515X4,(306) 380-4947,tammy.richmond@soterragroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,0.0,0.0,0.0,,False,4710.0
500G000000DpdgFIAR,False,,00001968,003G0000018f6r0IAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,SSL,High,Refridgeration company - two brothers are interested in SSL concept for $20K of premium for each.,False,,False,False,005G0000002gxynIAA,2013-05-10T20:38:44.000+0000,005G0000002gxynIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,780-428-8585,,nicholas.khaw@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxynIAA,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4710.0
500G000000DpdoCIAR,False,,00001966,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Pricing Comparison - Cram,Medium,,True,2013-05-28T19:17:32.000+0000,False,False,005G0000002gy6dIAA,2013-05-10T20:31:47.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,2.0,0.0,0.0,,False,4710.0
500G000000Dpdr1IAB,False,,00001967,003G0000018f6r0IAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,SSL,High,Nick has a 32 year old client - N/S who is working as a tax consultant in his wife's CA firm. He would like to see the SSL spreadsheet and one page piece for $1M of coverage - premium $27K.,False,,False,False,005G0000002gxynIAA,2013-05-10T20:36:12.000+0000,005G0000002gxynIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,780-428-8585,,nicholas.khaw@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxynIAA,,,,,,Concept,0.0,0.0,0.0,,False,4710.0
500G000000DpeD2IAJ,False,,00001969,003G0000018f6f8IAA,001G000000urMvQIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Dame en invalidité résiduelle actuellement,Low,Questionnement en regard de l'impact qu'aurait la vente de 30% de la business à un tiers sur le montant accordé en invalidité résiduelle (réclamation en cours),True,2013-10-24T23:09:42.000+0000,False,False,005G0000002gyBhIAI,2013-05-10T21:09:00.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(514)849-3261,(514) 814-6845,laurent.cauchi@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4710.0
500G000000Dppd0IAB,False,,00001971,003G0000018f6u1IAA,001G000000urMsAIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Transfer of serving agent,Medium,,True,2013-05-13T13:04:44.000+0000,False,False,005G0000002gyBkIAI,2013-05-13T13:04:33.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DpqeZIAR,False,,00001972,003G0000018f6nGIAQ,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,"Cancelling a Term Rider on a UL, relace with ind Term",Medium,"Application Question, how to properly execute on application.",True,2013-11-19T15:28:21.000+0000,False,False,005G0000002gyG3IAI,2013-05-13T14:56:44.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)967-1288,(519) 566-6319,john.docherty@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DpqfJIAR,False,,00001973,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,225% Rating w LL,Medium,"How does Manu compare for Build purposes?
5'9 225 lbs",True,2013-11-19T15:28:50.000+0000,False,False,005G0000002gyG3IAI,2013-05-13T14:59:07.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DpqgaIAB,False,,00001999,003G0000018f7GxIAI,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,DI Underwriting Decision,Medium,Client recieved rating for neck injury he sustained 10 years ago. Never missed a day of work and only had physio for 2 weeks. no reoccurance. We are re approaching underwriting to see what the reason is. Is there more info that we dont have?,True,2013-05-13T16:48:47.000+0000,False,False,005G0000002gyG3IAI,2013-05-13T16:48:01.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)967-1180,(519) 977-3064,mderikx@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DprRbIAJ,False,,00001994,003G0000018f747IAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Asset Transfer case for $70k, now wants to move to LL Segs",High,Approx 70k in funds in 3 registered plans for clients Age 67 and 70 investing with a Rep who has recommended BALANCED PLUS risk profile but clients want to take less risk,True,2013-05-16T13:35:33.000+0000,False,False,005G0000002gy7yIAA,2013-05-13T16:03:11.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,905-276-1177,,waleed.elabed@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4707.0
500G000000DprWqIAJ,False,,00001998,003G0000018f7FCIAY,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Sunlife and Equitable Life UL,Medium,"Looked over two in force policies for Vivian. Confirmed level and variable COI
Discussed the Term 10 rider on one of them. Does the client still need the T10?
Is is inreasing now. Can replace with ind t10? or if no need then cancel?
Vivian is returning to the client to discuss.",True,2013-05-13T16:42:54.000+0000,False,False,005G0000002gyG3IAI,2013-05-13T16:42:21.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519) 967-1180,,vivian.mark@freedom55financial.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DprmQIAR,False,,00001997,003G0000018f6j4IAA,001G000000urMsAIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Policy lapse and FEPO,Medium,,True,2013-05-13T16:34:02.000+0000,False,False,005G0000002gyBkIAI,2013-05-13T16:33:44.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,514-331-5838,,salomon.dahan@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000Dprn2IAB,False,,00001995,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Alpha Power Controls Ltd (Amendment),Medium,Amendment to change company name to Jet Power & Control Systems Ltd.,True,2013-05-13T16:21:15.000+0000,False,False,005G0000002gy37IAA,2013-05-13T16:20:10.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DpsEJIAZ,False,,00002000,0030A0000029hN4QAI,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Safway Services,High,Issue with drug card not working for a student of an ee - have contacted Drug Services as unsure why this is happening.,True,2013-05-13T17:04:11.000+0000,False,False,005G0000002gy2tIAA,2013-05-13T17:03:30.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)720-0192,,dan@ifg.ab.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DpsWdIAJ,False,,00002001,003G0000018f6uTIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client may terminate LIB and Ravi wants to show reasons not to leave,Medium,"He didn't properly grasp how Income is paid out. He thought it was a combo of both LIA plus true market value growth that we paid out. NO IT IS NOT.
we pay out LIA = LIWB x income percentage.   If LIWB was 50,000 and income % = 5% client gets $2,500 income that year.   Had the policy actually increased in Market value by another 7,000 we don't pay that out on top of the $2,500",True,2013-05-16T13:31:12.000+0000,False,False,005G0000002gy7yIAA,2013-05-13T17:56:16.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(905)276-1177,(647) 500-0886,ravi.sudan@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DpscbIAB,False,,00002009,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for March & April billing statement for policy # 273533,Medium,Have sended a request for billing statement through TOC'S and waiting for the reports to arrive within next couple of days.,True,2013-07-29T18:34:00.000+0000,False,False,005G0000002h5rnIAA,2013-05-13T19:29:20.000+0000,005G0000002h5rnIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DpslJIAR,False,,00002004,003G0000018f6p0IAA,001G000000urMrbIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Can a new PAC on LIB era 1 be set up?,Medium,Mary had questioned if a new PAC on an era 1 LIB policy could be set up and run until the cutoff of September 2013?,True,2013-05-13T18:04:01.000+0000,False,False,005G0000002gy6kIAA,2013-05-13T18:03:13.000+0000,005G0000002gy6kIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,613-968-6449,,mary.robertson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6kIAA,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DpsopIAB,False,,00002002,003G0000018f6dwIAA,001G000000urMrlIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA Quadrus Age Limitations or restrictions.,Medium,Dennis has asked if there are any age restrictions other than the limit per year with respect to age for investing in a Quadrus MF TFSA.,True,2013-05-13T18:01:07.000+0000,False,False,005G0000002gy6kIAA,2013-05-13T17:59:05.000+0000,005G0000002gy6kIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(613)384-5510,(613) 484-2466,dennis@monarch-financial.ca,(613)384-3037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6kIAA,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000Dpsp9IAB,False,,00002003,0030A0000029pWfQAI,0015o000008CyvpAAC,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Phone,,JB & FB enterprises Inc,Low,Client is paying $30K annualy. policy in the 4th year and cant pay anymore. Rick is looking for some solutions. Received RPU but its offside. I suggested he ask about Econo and/or pulling money out.  I also suggest he talk to the client about just reducing the face and continuing a lower premium. Rick will meet with the client and discuss.,False,,False,False,005G0000002gy4gIAA,2013-05-13T17:59:30.000+0000,005G0000002gy4gIAA,2024-03-11T14:07:36.000+0000,0055o0000019VX9AAM,2024-03-11T14:07:37.000+0000,(613)258-1997,,peggy@ofarrellfinancial.com,(613)258-6893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4707.0
500G000000DptR8IAJ,False,,00002005,003G0000018f6x6IAA,001G000000urMqKIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Upgrading occ class on existing policy,Medium,We are unable to upgrade because the client does not meet earning requirements. He already has ROP on the contract and is not eligible for additional points. We are quoting a new plan instead.,True,2013-05-16T13:41:23.000+0000,False,False,005G0000002gy4fIAA,2013-05-13T18:54:27.000+0000,005G0000002gy4fIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(905)827-8066,(905) 334-3863 *,tony@madurifinancialgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy4fIAA,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000Dptp1IAB,False,,00002008,003G0000018f6UIIAY,001G000001VzlnsIAB,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Discussion re potential Case - J. Burke,Medium,Discussion re potential Case - J Burke.  Discussion with accountants at BDO - opportunity for LI re funds in Holdco after sale.  Brett trying to set up meeting with main shareholder.,True,2017-09-05T16:55:17.000+0000,False,False,005G0000002gy9vIAA,2013-05-13T19:23:42.000+0000,005G0000002gy9vIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(705)645-3329,(705) 716-0161,operations@stratawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000Dpu0dIAB,False,,00002010,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Renewal Rates,Medium,Teresa's clients are applying for new coverage but needed to be made aware of the renewal rate increases on their current coverage.,True,2013-05-13T19:36:15.000+0000,False,False,005G0000002gy1vIAA,2013-05-13T19:35:53.000+0000,005G0000002gy1vIAA,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4707.0
500G000000DpuVVIAZ,False,,00002011,003G0000018f777IAA,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Review SL Elite 2000 contract,Medium,,True,2013-05-16T13:42:19.000+0000,False,False,005G0000002gy4fIAA,2013-05-13T20:16:32.000+0000,005G0000002gy4fIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)755-9300,(519) 755-9300,nadine@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy4fIAA,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000DpuXWIAZ,False,,00002012,003G0000018f7ylIAA,0015o000008CydDAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Switching between corp class funds,Medium,,True,2013-05-13T20:19:48.000+0000,False,False,005G0000002gy6dIAA,2013-05-13T20:19:38.000+0000,005G0000002gy6dIAA,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204)946-8197,(204) 471-6509,dan@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4707.0
500G000000DpuXsIAJ,False,,00002013,0030A0000029UgZQAU,001G000000urMx4IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Policy 16003839 - Beland,Medium,Client is either going to CSV or Premium offset this policy.  Checking with Head Office for quotes on both scenarios.,True,2013-05-28T16:09:00.000+0000,False,False,005G0000002gy1vIAA,2013-05-13T20:28:56.000+0000,005G0000002gy1vIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)418-1946,,ljbois@shaw.ca,(780)458-2621,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4707.0
500G000000DpukvIAB,False,,00002014,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Help with LIF illustration,Medium,,True,2013-05-13T21:15:57.000+0000,False,False,005G0000002gy6dIAA,2013-05-13T21:15:46.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,1.0,0.0,0.0,,False,4707.0
500G000000DpvKOIAZ,False,,00002015,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Pension Income Splitting,Medium,Gerry inquired whether the amount in excess of the min LIF income could be split with the spouse.,True,2013-05-13T21:52:31.000+0000,False,False,005G0000002gy6dIAA,2013-05-13T21:52:22.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4707.0
500G000000Dpw2bIAB,False,,00002016,003G0000018f7LEIAY,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Info bénéficiaire,Medium,"Question sur féduciaire pour police enfant pour laquelle j'ai consulté Jean-Pierre, en attente de sa réponse.",True,2013-06-05T16:52:40.000+0000,False,False,005G0000002gy1SIAQ,2013-05-14T00:34:16.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(514)577-7501,(514) 577-7501,alain.constantineau@canadavie.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4707.0
500G000000Dpy7KIAR,False,,00002019,003G0000018f6xxIAA,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RDSP,Medium,Rav had questions about the best way to maximize the grant and back grant for a client's RDSP. and how to use the money in retirement.,True,2013-05-14T14:00:46.000+0000,False,False,005G0000002gy3dIAA,2013-05-14T14:00:35.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)498-2222,(519) 650-8111,rav@aretefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000DpyG5IAJ,False,,00002023,003G0000018f7T1IAI,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Waggoners Trucking,Medium,"Co in arrears, need reconciliation bill so can see where the arrears are from.",False,,False,False,005G0000002gy37IAA,2013-05-14T15:41:59.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)988-9429,(780) 720-6720,murray@buchananinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000DpyHmIAJ,False,,00002017,003G0000018f6giIAA,001G000000urMzLIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,RJF Health Care,Medium,Bryany wasnt dental rate to increase combined routine/major dental maximum to $2500 (up from $1500),True,2013-10-25T12:57:39.000+0000,False,False,005G0000002gyBCIAY,2013-05-14T13:44:47.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(902) 222-0110,,bryan@hrocore.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000DpyTXIAZ,False,,00002018,003G0000018f6bqIAA,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RDSP,Medium,Dick had some questions about how to max out the RDSP grant and back grant.  Showed him the presentation that Harjit did.,True,2013-05-14T13:48:25.000+0000,False,False,005G0000002gy3dIAA,2013-05-14T13:47:59.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,519-843-3113,,dick.haas@f55f.com,,,,,,,,,,,none,Other,,,0.0,,,0.0,False,none,,,,,005G0000002gy3dIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4706.0
500G000000DpyvNIAR,False,,00002020,003G0000018f6c1IAA,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,T100 non participating - guaranteed paid up ins,Medium,"Is the client entitled to basic death benefit plus the guaranteed paid up? 

No, the guaranteed paid up insurance is available should the client decide to not to pay anymore premiums into the policy (i.e. reduced paid up).",True,2013-05-16T13:42:48.000+0000,False,False,005G0000002gy4fIAA,2013-05-14T14:36:05.000+0000,005G0000002gy4fIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(289)337-4440,(289) 337-4440,dan.haney@parkgatefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy4fIAA,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dpz6FIAR,False,,00002021,003G0000018f6xuIAA,001G000000urMv6IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,d-series inq,Medium,"Hey Matt,
Just called re: your v-mail, and sounds like you mare out with clients – I am out of office this afternoon, from about 1pm on.
I’ve attached a bunch of info on d-series – peruse and we can chat if you need to over the next few days!
Cheers,

Chris St. Jacques, CFP® 
Regional Sales Manager, London Life Wealth Management 
Ontario East and Atlantic 
Ph: 613-270-6844
Fax: 613-270-6801 
500-515 Legget Dr., Ottawa, ON, K2K 3G4 
Toll Free: 1-800-543-9557 x 6844
E-mail:  Chris.St.Jacques@Londonlife.com 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2016-04-19T14:06:56.000+0000,False,False,005G0000002gy2VIAQ,2013-05-14T14:52:53.000+0000,005G0000002gy2VIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(613)962-4239,(613) 962-4239,matthew@parkplacefinancial.ca,(705)748-4831,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Marketing Piece;Presentation;Concept,0.0,0.0,0.0,,False,4706.0
500G000000DpzLPIAZ,False,,00002022,003G0000018f7rEIAQ,0015o000008CyzNAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Top Shot Concrete,Medium,"Provide revised amendment quotes incorporating renewal with added HC, PDD, etc.",True,2014-10-16T23:22:05.000+0000,False,False,005G0000002gyEtIAI,2013-05-14T15:13:20.000+0000,005G0000002gyEtIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(306)653-2313,(306) 222-0363,dowen@cherryinsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,1.0,0.0,0.0,,False,4706.0
500G000000DpzQVIAZ,False,,00002024,003G0000018f6THIAY,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Grimes Well Servicing Ltd. (Drugs Amendment),Low,Changed drugs back to non-generic,True,2013-05-14T16:07:40.000+0000,False,False,005G0000002gy37IAA,2013-05-14T16:06:54.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780) 489-5704 ext 6,,murdockfinancial.heath@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq0JTIAZ,False,,00002029,003G0000018f7aJIAQ,001G000000urNAvIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Preferred Series 2 Pricing,Medium,Wanted to know if the MER would be lower if the account value was over $500K. Confirmed yes.,True,2013-05-14T18:06:06.000+0000,False,False,005G0000002gy4kIAA,2013-05-14T18:05:44.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519) 772-5879,,brian.minielly@holliswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq0OQIAZ,False,,00002025,003G0000018f6eyIAA,001G000000urMpoIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Ontario Disability and CSV of Life Policy,Low,"Refered Angie to Mark Shephard , he is her main contact. I also told her i would check into a contact from CPP for her that spoke at our Agency Meeting a few years ago. found our contact has since retired. I informed Angie and cc'd Mark Shephard.",True,2013-05-14T16:46:44.000+0000,False,False,005G0000002gyG3IAI,2013-05-14T16:42:54.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)682-4138,,angie.mayhew@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq0RTIAZ,False,,00002026,003G0000018f6RDIAY,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Redco Equipment Sales Ltd.,Medium,Change Div 2 name and additional contact.,True,2013-05-14T16:47:55.000+0000,False,False,005G0000002gy3HIAQ,2013-05-14T16:47:17.000+0000,005G0000002gy0UIAQ,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(780)448-0676,,doug@silverberggroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq13SIAR,False,,00002027,003G0000018f7lbIAA,001G000000urMzRIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Charitable GIft annuity,Medium,James called the Inside Sales Team for information on Charitable Gift annuities.  He had a question about whether there was a requirement to have a minimum donation to the annuity.  Shelagh Daly to check into questions.,True,2013-05-14T17:47:26.000+0000,False,False,005G0000002h5qLIAQ,2013-05-14T17:45:51.000+0000,005G0000002h5qLIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(902)446-3900,,jim@lifequestfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5qLIAQ,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq1DOIAZ,False,,00002028,003G0000018f7aJIAQ,001G000000urNAvIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Preferred Series 2 Pricing,Medium,Wanted to know if the MER would be lower if the account value was over $500K. Confirmed yes.,True,2013-09-18T02:46:24.000+0000,False,False,005G0000002gy4kIAA,2013-05-14T18:05:18.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519) 772-5879,,brian.minielly@holliswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq1VnIAJ,False,,00002033,003G0000018f6mAIAQ,001G000000urMrmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Canada-life policy,Medium,Fred has a policy statement from canada-life and wants to find out more info on this policy.  I'm trying to find a contact to help me so I placed a call to Andrew McKeow 613-226-6861,True,2014-09-24T14:49:56.000+0000,False,False,005G0000002gy0PIAQ,2013-05-14T18:59:32.000+0000,005G0000002gy0PIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(613) 748-3455 x397,(819) 921-1500,frederick.pratt@freedom55financial.com,(613) 748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq1W5IAJ,False,,00002030,003G0000018f7p9IAA,001G000000urMwpIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Inquiry to Remove Exclusions from DI Coverage,Medium,Policy# 41232844 - Client was approved with exclusions.  Email sent to LB Underwriting to confirm which exlusions still exist and inquire as to what evidence we can submit to remove them.,True,2013-05-17T19:20:12.000+0000,False,False,005G0000002gy1vIAA,2013-05-14T18:24:27.000+0000,005G0000002gy1vIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(403) 754-1349,(403) 350-0130,gerittpatton@pattonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4706.0
500G000000Dq1kbIAB,False,,00002031,003G0000018f7GQIAY,001G000000urMrmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,policy loan,High,Alain bought a  book of business and this client had spoken to the previous advisors regarding eliminating his loan.   We tried to make it into a sales opportunity however the client Irving Osterer budget would not permit a larger premium.  We surrender the PUA to reduce the loan from $46K to 11K and will apply future dividends to reduce the loan and he has agreed to increase his premium by $25 monthly.,True,2014-09-24T14:48:07.000+0000,False,False,005G0000002gy0PIAQ,2013-05-14T18:48:18.000+0000,005G0000002gy0PIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,613-748-3455,,alain.gaudette@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq1p2IAB,False,,00002032,003G0000018f6pYIAQ,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Medium,"Client Kevin shares with Mark Huggard wants to reduce her DI coverage to get a lower premium.
I gave several option with an inforce download and showed the cost to insure that client now.
We also reviewed how ROP 50% works.",True,2013-05-14T18:55:55.000+0000,False,False,005G0000002gyG3IAI,2013-05-14T18:52:08.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(548)708-0053,(519) 919-7707,kking@thewealthcenter.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,4706.0
500G000000Dq21eIAB,False,,00002035,003G0000018f7NlIAI,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Waiving Policy Fees-LIfe,Medium,Two foster brothers live together and want life. Can they get policy fee waived?,True,2013-05-14T19:28:12.000+0000,False,False,005G0000002gyG3IAI,2013-05-14T19:20:23.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,519-967-1180,,loren.fitzios@freedom55financial.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq29qIAB,False,,00002034,003G0000018f7S9IAI,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,AWG Holdings Ltd.,Medium,"Life NEM inc to $85,000 no additional prem",True,2013-05-14T19:18:18.000+0000,False,False,005G0000002gy2tIAA,2013-05-14T19:18:08.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)423-2702,(780) 498-6124,michael@bedrockadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq2lDIAR,False,,00002036,003G0000018f6SLIAY,001G000000urMqGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,LIB Questions,Medium,Helped Alan with a client that was looking closer to the numbers regarding a non-reg LIB and a reg LIB.  He responded to client,True,2013-05-14T20:09:48.000+0000,False,False,005G0000002gy3dIAA,2013-05-14T20:09:41.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)221-8384,(519) 221-8384,alan.dollar@adfltd.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq2muIAB,False,,00002037,003G0000018f6d9IAA,0015o000008CyhaAAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,Looking for a replacement fund within the client's portfolio.,True,2013-05-14T20:13:44.000+0000,False,False,005G0000002gy9PIAQ,2013-05-14T20:13:22.000+0000,005G0000002gy9PIAQ,2024-11-04T19:12:16.000+0000,0055o0000019VX9AAM,2024-11-04T19:12:16.000+0000,(905)637-3500,(905) 330-2548,brian@sovereignwealth.ca,,,,,,,,,,,No competitor,Other,,,0.0,,,0.0,False,No competitor,,,,,005G0000002gy9PIAQ,,,,,,Marketing Piece;Analysis Document,1.0,0.0,0.0,,False,4706.0
500G000000Dq50OIAR,False,,00002041,003G0000018f7EbIAI,001G000000urMrxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,MAG Eastwood  - Terminating,Medium,"Client requesting full termination as of Jun 01, 2013.
Do not see value in benfits plan and will not be transfering to any other carrier.",True,2013-12-16T22:29:50.000+0000,False,False,005G0000002gxxAIAQ,2013-05-15T02:37:51.000+0000,005G0000002gxxAIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(613)741-5460X245,(613) 720-1957,brianc@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxAIAQ,,,,,,,0.0,0.0,0.0,,False,4706.0
500G000000Dq6vFIAR,False,,00002042,003G0000018f77XIAQ,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Mulitple Policy Benefit,Medium,"Two foster brothers still live together in same residence as adults. Question was can they recieve the wiaver of policyfee? 
Answer from Andrew Manna in UW was yes.",True,2013-05-15T13:45:32.000+0000,False,False,005G0000002gyG3IAI,2013-05-15T13:44:54.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)992-7282,(519) 992-7282* call this,jlee@breadthconsulting.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4705.0
500G000000Dq7d2IAB,False,,00002044,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Creating Hope Society (Amendment),Medium,Amendment to remove MRP for all employees,True,2013-05-15T15:03:57.000+0000,False,False,005G0000002gy37IAA,2013-05-15T15:03:15.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4705.0
500G000000Dq7qoIAB,False,,00002043,003G0000018f7JvIAI,001G000000urMswIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,under attack from RBC,High,Wendy's client has been approached by RBC with RBC Sel Bal Ptfl.  Wendy asked for help to conserve the business,True,2014-09-16T13:59:09.000+0000,False,False,005G0000002gy6YIAQ,2013-05-15T15:00:20.000+0000,005G0000002gy6YIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(506)634-7300X341,,wendy.baird@freedom55financial.com,,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy6YIAQ,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4705.0
500G000000DqAQqIAN,False,,00002046,003G0000018f7sCIAQ,001G000000urNDTIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,LIB rider fee question,Medium,Needed information on a rider fee,True,2013-05-15T20:21:57.000+0000,False,False,005G0000002h5qLIAQ,2013-05-15T20:21:20.000+0000,005G0000002h5qLIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(416) 238-7775,,simon@maxwellinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5qLIAQ,,,,,,,0.0,0.0,0.0,,False,4705.0
500G000000DqB2xIAF,False,,00002045,003G0000018f6egIAA,001G000000urMupIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Shared Ownership Illustration check (perceived rate mistake),Medium,"Nickie phoned in, to reconcile the figures on a shared interest case",True,2013-05-15T20:03:04.000+0000,False,False,005G0000002gy2wIAA,2013-05-15T20:02:51.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(705)688-9011,,nontario.gbs.individual@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,Concept,0.0,0.0,0.0,,False,4705.0
500G000000DqBCpIAN,False,,00002047,003G0000018f6z0IAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Low,,True,2013-05-15T20:29:02.000+0000,False,False,005G0000002gy2wIAA,2013-05-15T20:28:22.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(905)824-5660,(647) 222-4067,carm@briguglioinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4705.0
500G000000EJac9IAD,False,,00002050,003G0000018f7MsIAI,001G000000urMt8IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Trust account,Medium,Client with 450k in trust acc for children. Wants moderate port put together to try and win money. Told him about HNW if they get to 500k and he said they have no more to deposit.,True,2017-02-15T19:45:18.000+0000,False,False,005G0000002gxyEIAQ,2013-05-16T04:59:56.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(902)625-1100,(902) 623-0780,rodney@maritimewealth.com,(902)625-1122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,,0.0,0.0,0.0,,False,4705.0
500G000000EJaeSIAT,False,,00002048,003G0000018f6t0IAA,001G000000urMtCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Stock port,Medium,Has client with 500k at Gundy. Wants to put a seg proposal together to try and get business. Client asked him to review portfolio.,True,2013-10-22T12:04:34.000+0000,False,False,005G0000002gxyEIAQ,2013-05-16T04:34:22.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(902)431-5500,(902) 233-7776,cory@arbourwealth.ca,(902)406-4034,,,,,,,,,,,,,,0.0,,,0.0,False,CIBC,,,,,005G0000002gxyEIAQ,,,,,,Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,4705.0
500G000000EJaehIAD,False,,00002049,003G0000018f6t0IAA,001G000000urMtCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,HNW case,Medium,Has prospect with 500k with standard life ideal seg funds and wants me to put together an equivalent portfolio with our segs in preferred series. We won the business to pref series 1.,True,2013-06-07T00:00:23.000+0000,False,False,005G0000002gxyEIAQ,2013-05-16T04:36:40.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(902)431-5500,(902) 233-7776,cory@arbourwealth.ca,(902)406-4034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,,0.0,0.0,0.0,,False,4705.0
500G000000EJag1IAD,False,,00002051,003G0000018f7EhIAI,001G000000urMt1IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Preferred seried,Medium,"Wants to discuss preferred series with clients but requires more info. Needs a portfolio and sample of fee differences between regular and preferred series. 2.5 million old segs to new. Closed case.
Send him the portfolios and some commentary as well as summary of high net worth. It was what he was looking for. Hhe did ask for a listing of his old seg clients that had free dsc. discussed issues with getting the data. He said he would try himself.",True,2013-06-12T00:58:34.000+0000,False,False,005G0000002gxyEIAQ,2013-05-16T05:01:47.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(506)857-8777,(506) 870-0377,josh@rpsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4704.0
500G000000EJajEIAT,False,,00002052,003G0000018f6tMIAQ,001G000000urMvHIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Large case,Medium,He has prospect with 4 million and wants assistance. Due to high amount I referred it to PWC mike o'connor.,True,2014-03-26T18:59:25.000+0000,False,False,005G0000002gxyEIAQ,2013-05-16T05:05:39.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(506)457-5524,,andrew@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,,0.0,0.0,0.0,,False,4704.0
500G000000EJcEDIA1,False,,00002053,003G0000018f6mkIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Unlocking rules, LIF",High,Kevin thought unlockking from a LIRA was permissible under 50% rule .,True,2013-05-16T13:22:50.000+0000,False,False,005G0000002gy7yIAA,2013-05-16T13:22:37.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,905-276-1177,,kevin.crossman@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4704.0
500G000000EJfjaIAD,False,,00002054,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,REQUEST FOR ALL EMPLOYEE LISTING AND COVERAGE REPORT,Medium,SHARON SAGERT REQUESTED A REPORT WITH ALL EMPLOYEES NAME AND COVERAGE AMOUNT FOR GROUP 280800.,True,2013-07-29T18:33:29.000+0000,False,False,005G0000002h5rnIAA,2013-05-16T18:26:45.000+0000,005G0000002h5rnIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4704.0
500G000000EJgTGIA1,False,,00002065,003G0000018f7rUIAQ,0015o000008Cz0AAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Question,Medium,Wayne asked if we had any true no-load seg funds. Looking for an 80/20 balanced fund recommendation.,True,2013-05-21T18:36:45.000+0000,False,False,005G0000002gy6dIAA,2013-05-16T19:18:10.000+0000,005G0000002gy6dIAA,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,,,wsanderson@brianmallard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4704.0
500G000000EJguqIAD,False,,00002066,003G0000018f6rRIAQ,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Needs analysis question,Medium,"Strategies in lifeconnection, why is the life expectency determined by the software?

(It’s under the heading STRATEGIES then LIFETIME FINANCIAL SECURITY excel worksheet.)",True,2013-05-28T14:24:05.000+0000,False,False,005G0000002gyBkIAI,2013-05-16T20:01:13.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,514-331-5838,(514) 641-3892,john.daniel@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4704.0
500G000000EJkbEIAT,False,,00002067,003G0000018f7HDIAY,001G000000urMrjIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Input for moving clients out of Money Market and into other funds,Medium,"Rob was looking for a case consultation/retention bit on moving his clients with $200k out of Money Market and into 4 other funds (Conservative Folio LC Div Inc, LC Inc Plus, Mac Sent Strategic In CL) specifically.",True,2014-01-09T18:32:28.000+0000,False,False,005G0000002gy1hIAA,2013-05-17T12:42:25.000+0000,005G0000002gy1hIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(613) 382-2131 x4120,(613) 449-4060,robbickerton@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1hIAA,,,,,,,0.0,0.0,0.0,,False,4703.0
500G000000EJl9nIAD,False,,00002068,003G0000018f6t3IAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Portfolio changes due to poor returns,Medium,Client has $50 000 in a seg fund account divideded into 50% Resource fund and 50% Precious Metals fund.  The $50 000 is attached to a leveraged loan and advisor is asking if any changes should be made since Mkt. value of account is now $30 000.,True,2013-05-30T00:09:44.000+0000,False,False,005G0000002gxzdIAA,2013-05-17T13:43:32.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,514-331-5838,514-726-1215,ling.yao@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,1.0,0.0,0.0,,False,4703.0
500G000000EJlzjIAD,False,,00002069,003G0000018f6mAIAQ,001G000000urMrmIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Capital Loss,Medium,"Fred looking to take advantage of capital loss on current leveraged loan. Then wans to buy back fund. Warned him of potential consequences. First related to admin for the leveraged loan..Secondly, related to CRA. Superficial loss if buys back same fund within 30 days. Will be disallowed by CRa. Researched for him.",True,2013-05-17T15:08:50.000+0000,False,False,005G0000002gxyDIAQ,2013-05-17T15:08:37.000+0000,005G0000002gxyDIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(613) 748-3455 x397,(819) 921-1500,frederick.pratt@freedom55financial.com,(613) 748-8220,,,,,,,,,,n/a,Other,,,0.0,,,0.0,False,n/a,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4703.0
500G000000EJm1vIAD,False,,00002070,003G0000018f7MoIAI,001G000000urMrmIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Exception request for LIB,Medium,"Great thanks. P 
-------------------------- 
Peggy Pratt 
(613) 748-3455 x137
 
From: Campanelli, Stephen 
Sent: Friday, May 17, 2013 10:06 AM Eastern Standard Time
To: Pratt, Peggy 
Subject: RE: Pramod & Vinod Sood - LIB question 
 
Peggy
John said George Turpie is away until next week.
If he doesn’t hear back he will be meeting with him in London next Wednesday and will talk to him at that time about the exception then.
Thanks
Steve
_____________________________________________
From: Campanelli, Stephen
Sent: Friday, May 17, 2013 9:49 AM
To: Pratt, Peggy
Subject: FW: Pramod & Vinod Sood - LIB question
Hi Peggy,
I’ve left a message for John asking if he’s received any update as of yet.
His email to George Turpie is attached for your review. 
Thanks,
Steve
_____________________________________________
From: Foster, John F.
Sent: Tuesday, May 07, 2013 9:13 AM
To: Turpie, George
Cc: Campanelli, Stephen
Subject: Pramod & Vinod Sood - LIB question
Hi George
Appreciating the timelines around deposits to ERA1 LIB contracts, can we make allowances for the circumstance outlined below?
Advisor isn’t interested in setting up an additional account for the client – particularly given the situation of a maturity date falling outside our 45 day window.
Please advise and thanks for your consideration George.
John
Trusted Partners Local Support 
John F. Foster, CFP®
Regional Sales Director, Wealth Management
Sales and Marketing Centre, Ontario East & Atlantic Region
Quadrus Investment Services Ltd. 
Ph: 613-270-6867
Fax: 613-270-6801
Toll Free: 1-800-543-9557
500-515 Legget Drive
Kanata, ON, K2K 3G4 
john.foster@gwl.ca 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.
_____________________________________________
From: Campanelli, Stephen
Sent: Saturday, May 04, 2013 9:33 AM
To: Foster, John F.
Subject: FW: Pramod & Vinod Sood
John,
Can you please see the attached from Mario.. The client has already signed the T2033 for the July transfer as this has been part of Mario’s overall planning with the clients. The GIC in question is not cashable otherwise he wouldn’t have initiated the transfer after the LIB announcement. There have been a number of transfer to London Life already and this was the final piece of the plan.
I’d like to receive an exception for Mario as this is a valued client and this is not a matter of trying to “pad” the existing LIB but just complete the client’s retirement income plan with a nominal amount of money.
Who can provide an exception or take our concern to the right person?
Thanks,
Stephen Campanelli, PFP
Sales Consultant, Wealth Management
London Life
Sales and Marketing Centre, Ontario East & Atlantic Region
Quadrus Investment Services Ltd. 
Ph: 613-748-3455 ext 161
Fax: 613-270-6801
515 Legget Drive, Suite 500
Ottawa, ON  K2K 3G4
Toll Free: 1-800-543-9557 
stephen.campanelli@londonlife.com
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus
_____________________________________________
From: Galipeau, Mario
Sent: Friday, May 03, 2013 4:26 PM
To: Campanelli, Stephen
Cc: Pratt, Peggy
Subject: Pramod & Vinod Sood
Hi Steve, 
 << File: Pramod Sood May 2013.pdf >> 
 << File: Vinod Sood May 13.pdf >> 
Can you please find out if I can get a exception to extend the actual Life Income Benefit guarantees to Mrs. Sood Spousal RRSP account 80515810  
These clients will in total within the next 2-3 weeks have over $625,000 (waiting for $55000 being transferred right now from Manulife Bank) invested into their RRSP’S & RRIF’s. 
Mrs. Sood is turning 71 this year & she only has one more GIC coming up for maturity ($20, 000) but not until  July 13th 2013. I would not like to have to open another Seg Fund acct worth approximately $20,000 with a LIB with lower guarantees when they have 3 existing accounts with the prior Oct 19th guarantees on their current accounts.
Can you please find out if she can get a exception to apply this last deposit of July 2013 & added to her exiting plan with the same guarantees prior to Oct 19th? 
Thanks, 
Mario Galipeau| Financial Security Advisor
 
Freedom 55 Financial & Quadrus Investment Services
786 Lévesque crescent, Casselman, Ontario, K0A 1M0
 
Tel. 613 764 0213 | Fax.613 427 2027 | Toll Free: 866 764 0213
 
mario.galipeau@f55f.com

*** 05/28/2013 Left voice mail for Mario and then saw him in person. Exception request was declined. He's gone to Peggy to continue to fight. She'll contact John Foster.
Peggy says she'll take it to John Foster as one last try for Mario.

06/17/2013 - spoke with Mario as a follow-up. Never received the exception however Mario was able to get Manulife to cash the GIC early without penalty. Funds are being transferred.",True,2013-06-18T12:08:20.000+0000,False,False,005G0000002gxyDIAQ,2013-05-17T15:13:03.000+0000,005G0000002gxyDIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(613)764-0213,(613) 882-5938,mario@clearviewwealthmanagement.ca,(613)427-2027,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4703.0
500G000000EJm6XIAT,False,,00002071,003G0000018f7xBIAQ,001G000000urN7uIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Commuted Value of Annuity,Medium,,True,2013-05-17T15:24:48.000+0000,False,False,005G0000002gy6dIAA,2013-05-17T15:24:34.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(204)992-1000,(204) 880-5669,mdaoust@taxvantage.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4703.0
500G000000EJmuJIAT,False,,00002083,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Tutorship to the property of a minor,Medium,"Suk wanted to understand the meaning of ""presumed sound investments"" in cases of recommending products to tutorships.

She wanted to invest the minor's investment in seg funds and needs to know if seg funds are considered as presumed sound investments according to the Curateur Public Quebec.

Will get back to her....",True,2013-05-30T00:14:02.000+0000,False,False,005G0000002gxzdIAA,2013-05-17T17:34:05.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,1.0,0.0,0.0,,False,4703.0
500G000000EJnKHIA1,False,,00002082,003G0000018f7qqIAA,0015o000008CyzMAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Pelcher LIB,Medium,,True,2013-05-17T17:31:22.000+0000,False,False,005G0000002gy6dIAA,2013-05-17T17:31:12.000+0000,005G0000002gy6dIAA,2025-01-07T20:43:42.000+0000,0055o0000019VX9AAM,2025-01-07T20:43:43.000+0000,(306)986-9333,(306) 229-9919,mary@mcgregorfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4703.0
500G000000EJnMeIAL,False,,00002084,003G0000018f7JCIAY,0015o000008CyvvAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,RESP inq,Medium,"Hey Marc, 
I managed to create this report in paltrak – let me know if will do the job!
..and let me know if you need anything to help bring over the 200K! ( where is it coming from?)
Cheers, and have a great long weekend,


Chris St. Jacques, CFP® 
Regional Sales Manager, London Life Wealth Management 
Ontario East and Atlantic 
Ph: 613-270-6844
Fax: 613-270-6801 
500-515 Legget Dr., Ottawa, ON, K2K 3G4 
Toll Free: 1-800-543-9557 x 6844
E-mail:  Chris.St.Jacques@Londonlife.com 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Marc Ouellet [mailto:marc@onelifewealth.com] 
Sent: Friday, May 17, 2013 12:51 PM
To: St. Jacques, Chris
Subject: info

Hey Chris,

I have a client giving me gears over fees on his RESP (I know, brutal).  He wants to know if Mackenzie has funds that have lower fees... I’ve been putting this off as it’s not worth doing so I wanted to see if you have a tool or a way to show all Mackenzie funds and their MERs.  This would make my life easier and I can move this off my desk.

I am working on bringing over $200,000 into segs in the next couple weeks which is good.

Let me know
Thanks
marc",True,2013-05-17T17:35:16.000+0000,False,False,005G0000002gy2VIAQ,2013-05-17T17:35:11.000+0000,005G0000002gy2VIAQ,2024-03-11T14:16:40.000+0000,0055o0000019VX9AAM,2024-03-11T14:16:41.000+0000,(613)741-5460X228,,marc@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2VIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4703.0
500G000000EJnRrIAL,False,,00002085,003G0000018f6bTIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Client's severance package,Medium,"Client is getting a severance package from his company of $100 000 and has $50 000 of unused RRSP contribution room.

Wants to know if he could transfer $50k into his RRSP.

Will get back to Eric since there are certain conditions with client's former company......",True,2013-05-30T00:16:21.000+0000,False,False,005G0000002gxzdIAA,2013-05-17T17:38:51.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(514)335-4260,(514) 346-1212,earbour@sfea.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,1.0,0.0,0.0,,False,4703.0
500G000000EJnj5IAD,False,,00002086,003G0000018f6gGIAQ,001G000000urMpuIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Lobsigne-Quick,Medium,"Just emailed Steve for an update but marked it as postponed to clear it out of my active cases.

Opportunity for Steve to transfer client GIO assets to a Conservative Profile L series and he had questions regarding the fees.",True,2013-10-21T13:34:10.000+0000,False,False,005G0000002gy3wIAA,2013-05-17T17:53:18.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)518-2025X24,(519) 878-5158,steve@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4703.0
500G000000EJnlRIAT,False,,00002087,003G0000018f7JMIAY,001G000000urMteIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Modification du remboursement de la prime au rachat pour celui aux 7 ans,High,,True,2013-06-04T14:07:03.000+0000,False,False,005G0000002gyDSIAY,2013-05-17T18:01:05.000+0000,005G0000002gyDSIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)741-3155,(418) 998-1554,lyne.francoeur@sommetgf.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4703.0
500G000000EJo9pIAD,False,,00002088,003G0000018f7JSIAY,001G000000urMtbIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,assurabilité d'une cliente,Medium,Femme qui a eu un cancer il y a 5 ans. elle voudrait une AMG est-ce possible ?,True,2013-09-20T19:03:41.000+0000,False,False,005G0000002gyDSIAY,2013-05-17T18:37:42.000+0000,005G0000002gyDSIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)549-7747,(418) 540-8166,eemond@lussier.co,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4703.0
500G000000EJoB7IAL,False,,00002089,003G0000018f7JMIAY,001G000000urMteIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Femme avec antécédants familiaux,Medium,"Femme médecin qui veut faire un intérêt partagé d'au moins 10,000$ par année.   Mère cancer, père cancer et frère a quelque chose...je valide si on peut faire une offre!",True,2013-06-04T14:06:29.000+0000,False,False,005G0000002gyDSIAY,2013-05-17T18:39:35.000+0000,005G0000002gyDSIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)741-3155,(418) 998-1554,lyne.francoeur@sommetgf.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4703.0
500G000000EJoCLIA1,False,,00002090,003G0000018f6QWIAY,001G000000urMwGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Corporate Class Holdco Versus Shareholder Loan Repayment,High,"discuss speific client case involving opo and holdo, with 300k loan owed to shareholder. Ron recommended holdoc repay portion of loan t\so client could max TFSA. Client decided to stoke chque from personal account instead. Then discussed possibly, having  holdo invest in corporate class or possible again repay loan and invest outside. Advised if so in personal name, outside of holdco, would want to be primarily equity. Explained taxation versus pay as you go with mutua fund trust.",True,2013-05-17T19:59:05.000+0000,False,False,005G0000002hAGmIAM,2013-05-17T19:13:15.000+0000,005G0000002hAGmIAM,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,Not Applicable,,,,,005G0000002hAGmIAM,,,,,,Concept,0.0,0.0,0.0,,False,4703.0
500G000000EJobpIAD,False,,00002091,003G0000018f7EoIAI,001G000000urMtdIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,cliente qui prend des médicaments pour dépression,Medium,"Elle a 37 ans, a une compagnie de dégustation de bières.   Elle a des symptômes de dépression et elle aimerait avoir une assurance invalidité....je valide si elle pourrait être assurable avec une exclusion pour troubles mentaux",True,2013-05-21T13:36:05.000+0000,False,False,005G0000002gyDSIAY,2013-05-17T19:34:04.000+0000,005G0000002gyDSIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)627-1717,(418) 271-2289,climerio.silva@milleniumgf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4703.0
500G000000EJor9IAD,False,,00002092,003G0000018f6VJIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Premium Vacation Client Concern,Medium,2 Policies coming back off of Premium Vacation with a really confusing response from Client service that both Stuart and Joanne Olivier couldn't follow. I looked at the Client Service memo and the Illustrations and they conflict so we are sending a clarification e-mail back to HO then we will make sense of it before stuart contacts the client,True,2015-05-05T20:06:10.000+0000,False,False,005G0000002gy7ZIAQ,2013-05-17T19:40:04.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(403)617-4330,,stuart@libinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,0.0,0.0,0.0,,False,4703.0
500G000000EJoxXIAT,False,,00002093,003G0000018f75IIAQ,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,Stand Stone Waste Services,High,rec'd call from Sue who rec'd call from PA advising one of their ee's was involved in major vehicle accident - 2 people passed away - they needed a trauma counsellor sent to the site immediately - contacted Sheppell FGI they to contact the PA and figure out what is the best way to handle this situation,False,,False,False,005G0000002gy37IAA,2013-05-17T19:52:22.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)465-5201,(780) 906-7893,susan@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4703.0
500G000000EJqb8IAD,False,,00002094,003G0000018f7WTIAY,001G000000urN1qIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Accessing Cash Values of Inforce Corporately Owned PAR Policies,Medium,Requested Premium Offset Quotes in order to be able to illustrate 3rd party leveraging for purposes of supplementing retirement income.,True,2016-03-06T01:02:51.000+0000,False,False,005G0000002gxxUIAQ,2013-05-18T00:45:00.000+0000,005G0000002gxxUIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(604) 971-5057,,mike@mgmfinancial.com,(604) 986-3491,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxUIAQ,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4703.0
500G000000EK1HXIA1,False,,00002095,003G0000018f6vGIAQ,001G000000urMpoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,QGOF Corp Class rebalance,Medium,Wanted to review of a corporate class portfolio for one of his HNW clients. will email portfolio back.,True,2013-11-04T17:24:02.000+0000,False,False,005G0000002gy1WIAQ,2013-05-20T16:26:12.000+0000,005G0000002gy1WIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)351-0101,(519) 437-9916,steve@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1WIAQ,,,,,,,0.0,0.0,0.0,,False,4700.0
500G000000EK6vfIAD,False,,00002096,003G0000018f78jIAA,001G000000urMsXIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Police AMG pour client Roland...,Medium,"Problème sur les paiements, délégué à regina, réglée par Chantal Laflamme.",True,2013-05-21T01:04:20.000+0000,False,False,005G0000002gy1SIAQ,2013-05-21T01:03:42.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(450) 687-3971 X4641,,ralph.apollon@freedom55financial.com,(450) 687-7883,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4700.0
500G000000EKATiIAP,False,,00002098,003G000001B4nmAIAR,001G000000urMzWIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Patricia Corkum - retiring professor,High,"$1,000,000 pension/retiring allowance + other investible assets effective July 1st, 2013.  Michael O'Connor, PWC involved.",True,2016-09-16T18:08:42.000+0000,False,False,005G0000002gy8XIAQ,2013-05-21T15:03:31.000+0000,005G0000002gy8XIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(902) 481-3298,(902) 877-9957,rdickie@accomplishedfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8XIAQ,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKAX8IAP,False,,00002097,003G0000018f6xRIAQ,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Child CI,Medium,"Reviewed how product works, an example quote and how to present to a client.",True,2013-05-21T14:59:56.000+0000,False,False,005G0000002gyG3IAI,2013-05-21T14:59:33.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,519-967-1180,,jim.hrovat@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4699.0
500G000000EKAjeIAH,False,,00002100,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,BOOKLETS ORDER FOR ADVISOR AND CLIENT,High,Ordered electronic booklet for Shirley and paper for client 280800,True,2013-11-18T17:03:49.000+0000,False,False,005G0000002gyB4IAI,2013-05-21T15:26:39.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKAlkIAH,False,,00002099,003G0000018f78oIAA,001G000000urMoZIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,232943 - Peterson Instruments Amendment,Medium,"Increase STD OM and NEM to 1K
Increase LTD OM to 5K and update graded Schedule
Reduce Out of Country to 60 days trip limit
Remove DC deductible
Add PDD - NO COB",True,2013-05-21T15:22:28.000+0000,False,False,005G0000002gy37IAA,2013-05-21T15:21:59.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)428-8585,(780) 886-4391,darcy.quartly@myfiduciary.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKAvjIAH,False,,00002101,003G0000018f7jUIAQ,001G000000urMzWIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Paul and Charlene Jamer,High,"$500k - seg fund proposal.  Competing with BMO Harris @ 0.50% all inclusive of mgmt fees, stock portfolio, banking, will prep (which he already has), and that they will gladly extend the fee to ALL his family (including his 9 siblings).",True,2017-02-15T18:07:28.000+0000,False,False,005G0000002gy8XIAQ,2013-05-21T15:35:30.000+0000,005G0000002gy8XIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(902)221-7201,(902) 221-7201,dave@dhrobertsfinancial.ca,,,,,,,,,,,BMO hartis,Other,,,0.0,,,0.0,False,BMO hartis,,,,,005G0000002gy8XIAQ,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4699.0
500G000000EKAx1IAH,False,,00002102,003G0000018f7jUIAQ,001G000000urMzWIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Paul and Charlene Jamer,Medium,"$500k - seg fund proposal.  Competing with BMO Harris @ 0.50% all inclusive of mgmt fees, stock portfolio, banking, will prep (which he already has), and that they will gladly extend the fee to ALL his family (including his 9 siblings).",True,2013-05-21T15:42:10.000+0000,False,False,005G0000002gy8XIAQ,2013-05-21T15:36:46.000+0000,005G0000002gy8XIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(902)221-7201,(902) 221-7201,dave@dhrobertsfinancial.ca,,,,,,,,,,,BMO Harris,Other,,,0.0,,,0.0,False,BMO Harris,,,,,005G0000002gy8XIAQ,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKB71IAH,False,,00002103,003G0000018f7jYIAQ,001G000000urN05IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,"Lawrence & Tammy Barry - $250,000",Medium,Portfolio review  of existing GWL accounts and recommendation/proposal.,True,2014-12-05T17:41:57.000+0000,False,False,005G0000002gy8XIAQ,2013-05-21T15:48:10.000+0000,005G0000002gy8XIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(709)237-4122,(709) 682-6275,sneil@murphyneil.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8XIAQ,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKBjkIAH,False,,00002104,003G0000018f6p7IAA,001G000000urMsJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Seg fund and Quadrus reports,Medium,He needed some Paltrak fund reports for certain London Life and Quadrus funds including correlation reports and rate of return reports,True,2013-05-21T16:40:22.000+0000,False,False,005G0000002gxzdIAA,2013-05-21T16:36:49.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4699.0
500G000000EKBoeIAH,False,,00002105,003G0000018f7qNIAQ,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Email for Amounts to be Charged for An Individual Employee after May 1 2013 Renewal,Medium,Second email from James for the amounts that employye #2 will be charged upon May 1 2013 Renewal for policy 281885.,True,2013-11-18T17:05:20.000+0000,False,False,005G0000002gyB4IAI,2013-05-21T16:42:48.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,,(306) 570-6440,james@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKCNPIA5,False,,00002106,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,Medium,looking for an RPU on an existing case.,True,2015-08-25T15:07:48.000+0000,False,False,005G0000002gy8vIAA,2013-05-21T17:32:06.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKCv7IAH,False,,00002107,003G0000018f6V0IAI,001G000000urMseIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Info réclamation police existante,Medium,La cliente en invalidité depuis + d'un an veux maintenant réclamer...comment faire? J'ai orienté Daniel et lui ai acheminé le formulaire nécessaire.,True,2013-05-21T18:21:29.000+0000,False,False,005G0000002gy1SIAQ,2013-05-21T18:18:43.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKDIrIAP,False,,00002109,003G0000018f6ydIAA,001G000000urMtbIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Classe professionnelle,Medium,Femme de ménage B,True,2013-05-21T19:21:49.000+0000,False,False,005G0000002gyDSIAY,2013-05-21T19:21:27.000+0000,005G0000002gyDSIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)276-0057,(418) 637-1134,carol@servicesfinanciers.pro,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKDjrIAH,False,,00002110,003G0000018f75NIAQ,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Assurance vie pour non résident,Medium,"Prime minimale de 2000$ par année
On veut savoir si on peut offrir une VU...

Réponse : non !",True,2013-05-21T19:26:41.000+0000,False,False,005G0000002gyDSIAY,2013-05-21T19:26:33.000+0000,005G0000002gyDSIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)622-7077,4189974189,alain.cote@assac67.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKDkZIAX,False,,00002108,003G0000018f7JSIAY,001G000000urMtbIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Classe professionnelle,Medium,Directrice Marketing 3A,True,2013-05-21T19:20:09.000+0000,False,False,005G0000002gyDSIAY,2013-05-21T19:19:57.000+0000,005G0000002gyDSIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)549-7747,(418) 540-8166,eemond@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKEG6IAP,False,,00002111,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,IPP Azrak,Low,Client wants to transfer IPP to scotia to get better rate ln financing,True,2013-05-21T19:59:58.000+0000,False,False,005G0000002gy8MIAQ,2013-05-21T19:59:58.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKEIWIA5,False,,00002112,003G0000018f7BsIAI,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Délai de tarification trop long,Medium,"La cliente est neurologue, on ne cesse de demander d'autres informations. il faut faire un suivi et faire attention de ne pas perdre le client...",True,2013-06-04T13:46:19.000+0000,False,False,005G0000002gyDSIAY,2013-05-21T20:03:24.000+0000,005G0000002gyDSIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKEqsIAH,False,,00002113,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Pricing Comparison - Katz,Medium,,True,2013-05-23T22:04:58.000+0000,False,False,005G0000002gy6dIAA,2013-05-21T20:58:00.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,1.0,0.0,0.0,,False,4699.0
500G000000EKErvIAH,False,,00002114,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Pricing Comparison - Fogg,Medium,,True,2013-05-21T20:59:28.000+0000,False,False,005G0000002gy6dIAA,2013-05-21T20:59:16.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4699.0
500G000000EKFPpIAP,False,,00002115,003G0000018f6nyIAA,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Difference in illustrated performance,Low,Alfred had a question as to why the values in his inforce illustration.  Didn't match betwen pages.  I directed to contact a clients servie specialist.,True,2013-06-19T21:17:55.000+0000,False,False,005G0000002gy5ZIAQ,2013-05-21T22:27:54.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(604)438-1232,(778) 688-5929,alfred.huang@polarbearwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4699.0
500G000000EKFoAIAX,False,,00002116,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Pricing Comparison - Iafolla,Medium,,True,2013-05-21T22:44:11.000+0000,False,False,005G0000002gy6dIAA,2013-05-21T22:43:59.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,1.0,0.0,0.0,,False,4699.0
500G000000EKIeRIAX,False,,00002117,0030A0000029XN6QAM,001G000000wjNrSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,"Dave's Auto Service Experts, 243280",Medium,Need an amendment quote increasing Vision to $300 and Child to 12 months.,True,2014-10-16T23:22:28.000+0000,False,False,005G0000002gyEtIAI,2013-05-22T12:30:57.000+0000,005G0000002gyEtIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)431-0527,(780) 808-1112,les.hanson@igpwm.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4698.0
500G000000EKIqGIAX,False,,00002119,003G0000018f73GIAQ,001G000000urMrJIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Purchasing D Series mid year,High,Clarified with Justin Guilbeault that the calculation of income is based on the unit values of the fund of Dec 31st of the previous year.  Going to share this with the team.,True,2013-05-22T13:56:36.000+0000,False,False,005G0000002gyBsIAI,2013-05-22T13:56:19.000+0000,005G0000002gyBsIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(289)932-2396,,mark@springrocc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBsIAI,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKJ4pIAH,False,,00002118,003G0000018f7LRIAY,001G000000urMrMIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Preferred Series,High,Question was how to set up account with Preferred Series and DSC/FEL.,True,2013-05-22T13:46:08.000+0000,False,False,005G0000002gyBsIAI,2013-05-22T13:44:37.000+0000,005G0000002gyBsIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(289)301-4249,,anthony@viscontifinancial.ca,(905)470-5578,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBsIAI,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKLq2IAH,False,,00002120,003G0000018f7qCIAQ,001G000000urN6eIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,REQUEST FOR ALL EMPLOYEE LISTING AND COVERAGE REPORT.,Medium,"Requested a report for policy # 238827 with all employees coverage information and individual benefit monthly cost. E-mailed the employee listing, coverage summary report and premium statement.",True,2013-07-29T18:34:27.000+0000,False,False,005G0000002h5rnIAA,2013-05-22T17:18:51.000+0000,005G0000002h5rnIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(306) 757-4646,(306) 596-3820,nwolfond@wolfondfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKM3VIAX,False,,00002121,003G0000018f7myIAA,001G000000urN35IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Discover Life Pol. 32500342,High,Norm is fustrated with the lack of credible information on this type of policy. He has received two conflicting pieces of information from HO. This is a large client for Norm and he is not able to get anyone to properly explain the clients statement. He's meeting the client today but understands that we wont have any information to him in time.,False,,False,False,005G0000002gy4gIAA,2013-05-22T17:40:00.000+0000,005G0000002gy4gIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(613) 735-4141,(613) 585-2012,norm@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4698.0
500G000000EKMQ2IAP,False,,00002122,003G0000018f6ZoIAI,001G000000urMuUIAU,,,,,,DI,012G00000012AYVIA2,More Information Required,Product Question,In Person,,Claim process,Medium,wants a step by step detailed claims process,False,,False,False,005G0000002gxzGIAQ,2013-05-22T18:09:24.000+0000,005G0000002gxzGIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(506)857-6830,,raymond@bourgeoisfinancier.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzGIAQ,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKMXDIA5,False,,00002124,003G0000018f71eIAA,001G000000urMsiIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Lifeguide compétition,Medium,F53 ans et H61 ans 100K VU,True,2013-05-22T18:19:25.000+0000,False,False,005G0000002gy1iIAA,2013-05-22T18:19:11.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(819)371-4639,(819) 371-4639,guy-pierre@sfgpb.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKMbxIAH,False,,00002123,003G0000018f75NIAQ,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Détail VR États financiers CTB,Medium,Comment informer le CTB pour les VR aux E/F's,True,2013-05-22T18:17:48.000+0000,False,False,005G0000002gy1iIAA,2013-05-22T18:17:30.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)622-7077,4189974189,alain.cote@assac67.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKNAiIAP,False,,00002125,003G0000018f79LIAQ,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Prelim for Life Case ADHD,Medium,10 year old with ADHD can get life insurance but no GIO or waiver of Premium.,True,2013-05-22T18:59:34.000+0000,False,False,005G0000002gyG3IAI,2013-05-22T18:59:22.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,519-967-1180,,kailyn.neal@freedom55financial.com,(519) 967-1234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKNELIA5,False,,00002126,003G0000018f79LIAQ,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Competitive Info non medical life insurance,Low,Gave Kailyn info on non med life policies. Informed I don't have anything specific to Purple Shield but did ask to see Ny booklet or further info client had avail. Suggested two links to her discussing how some non medical policies may not pay and the circumstances around that.,True,2013-05-22T19:05:24.000+0000,False,False,005G0000002gyG3IAI,2013-05-22T19:05:10.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,519-967-1180,,kailyn.neal@freedom55financial.com,(519) 967-1234,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKNJ3IAP,False,,00002130,003G0000018f78GIAQ,001G000000urMsFIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Spousal RRSP to be transferred into a RRIF,Medium,"Michael was inquiring about transferring a current spousal RRSP into an individual RRIF.

Wanted to know the details of this and the attribution rules.",True,2013-05-22T20:01:41.000+0000,False,False,005G0000002gxzdIAA,2013-05-22T20:00:08.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(514)613-1836,,michael.rozenek@freedom55financial.com,(514)332-1127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKNJ4IAP,False,,00002131,003G0000018f7AbIAI,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Fund Info,Medium,Spoke to Karen about where to find fund info.  Showed her Market Centre.,True,2013-05-22T20:00:35.000+0000,False,False,005G0000002gy3dIAA,2013-05-22T20:00:31.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)766-9363,(519) 500-5369,karen.archer@wealthrite.ca,(519)766-0383,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKNi7IAH,False,,00002128,003G0000018f7TFIAY,001G000000urMxaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Occ Class + Options for Mortgage Broker,Low,"Mike Denault emailed me on Thursday May 16th re: Mortgage Broker, looking for ideas on quoting and occ class.",True,2014-07-16T19:00:38.000+0000,False,False,005G0000002gy08IAA,2013-05-22T19:45:32.000+0000,005G0000002gy08IAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKNpKIAX,False,,00002133,003G000001C3Wv9IAF,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,"Econolife and premiums decreasing; sales suggestion, beneficiary designation (minor?)",Medium,,True,2013-05-22T20:55:31.000+0000,False,False,005G0000002gyBkIAI,2013-05-22T20:54:52.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(514) 866-3838 x 113,(514) 943-3603,stephanie.rolland@freedom55financial.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKNqVIAX,False,,00002129,003G0000018f75rIAA,0015o000008CygtAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Investment Centre,Medium,Answered several questions for Rob regarding Investment Centre reports and how they calculate Rate of return.,True,2013-05-22T19:57:51.000+0000,False,False,005G0000002gy3dIAA,2013-05-22T19:57:41.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)885-5177,,rob@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKODjIAP,False,,00002132,003G0000018f7CZIAY,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,LIRA details,Medium,Gilles wanted to know about process of settling a LIRA whereby the client has passed away and the wife is beneficiary.,True,2013-05-22T20:33:31.000+0000,False,False,005G0000002gxzdIAA,2013-05-22T20:33:10.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(514)331-5838,,gilles.caron@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4698.0
500G000000EKTccIAH,False,,00002134,003G0000018f6xAIAQ,001G000000urMrTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,DI Exclusion Questions,Medium,Advisor had questions about to what exclusions on a DI proposal he was working on.  He didn't have enough detail to go to UW for feedback. I have asked him to request further information so we can accurately prepare a proposal.,True,2013-05-23T14:34:56.000+0000,False,False,005G0000002gy4VIAQ,2013-05-23T14:34:49.000+0000,005G0000002gy4VIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,905-831-3600,,james.tremblay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4697.0
500G000000EKTm3IAH,False,,00002135,003G0000018f6YwIAI,001G000000urMwRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Inforce DI Review,Low,"Darragh required info on an inforce DI, I provided a download and some information regarding upcoming FEPO opportunity in Aug.",True,2013-05-23T14:49:12.000+0000,False,False,005G0000002gyG3IAI,2013-05-23T14:48:50.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519) 819-2897,,darraghpender@platerfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4697.0
500G000000EKU6EIAX,False,,00002136,003G0000018f6nYIAQ,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,"LIfe, LB Book of Business",Medium,"Paul wanted a download of Stephen Greeham's book of business for Life and LB. he is not an agent here anymore. I refered to an email from Lori Olsen, indicating  this is something completed from the Ops Manager side and referred the email to Anesa Laroque.",True,2013-05-23T15:19:09.000+0000,False,False,005G0000002gyG3IAI,2013-05-23T15:18:58.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)736-3504X2102,(519) 996-4300,paulp@encompasswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4697.0
500G000000EKUP6IAP,False,,00002138,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Credit Counselling Society of British Columbia (Amendment),Medium,"Amendment to increase LTD NEM from 5,200 to 5,600.  No additional premium.",True,2013-05-23T15:55:06.000+0000,False,False,005G0000002gy37IAA,2013-05-23T15:54:38.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4697.0
500G000000EKUPaIAP,False,,00002137,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Daedong-USA Inc. DBA Kioti Tractor Division (Amendment),Medium,"Amendment to increase LTD NEM from 1,000 to 1,225.  No additional premium",True,2013-05-23T15:51:01.000+0000,False,False,005G0000002gy37IAA,2013-05-23T15:50:45.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4697.0
500G000000EKVx4IAH,False,,00002141,003G0000018f7bQIAQ,001G000000urNAoIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,MMP Program,Medium,Client wants a more conservative allocation. Donald is wondering if Corporate Class mutual funds make more sense than MMP program and segregated funds. The clients are in their early 40s.,True,2014-01-07T23:16:03.000+0000,False,False,005G0000002gy4kIAA,2013-05-23T19:12:31.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519) 208-3064,,donald.muck@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4697.0
500G000000EKWa2IAH,False,,00002139,003G0000018f7x0IAA,0015o000008Cz0HAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Schoenhals,Medium,"Updated Naviplan using different return scenarios. Answered question re revising MAS fee as total over $500,000",True,2013-05-23T18:56:29.000+0000,False,False,005G0000002gy6dIAA,2013-05-23T18:56:14.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306)359-1999,(306) 533-0110,leander@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,3.0,0.0,0.0,,False,4697.0
500G000000EKWaGIAX,False,,00002142,0031600002U5PVEAA3,001G000000urMsXIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Info sur comment compléter la propo.,Medium,,True,2013-05-23T19:37:48.000+0000,False,False,005G0000002gy1SIAQ,2013-05-23T19:37:36.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(514) 613-6540,(514) 831-7258,patrick.st-laurent@gfpraxis.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4697.0
500G000000EKWnKIAX,False,,00002140,003G0000018f7bQIAQ,001G000000urNAoIAM,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Quadrus GLC Growth and Income Fund,Medium,"He had a client file with 30% of the non reg portfolio in Quadrus Fixed Income CC fund. I suggested he reallocate some of the other holdings in the portfolio such as Quadrus Canadian Growth CC, Quadrus North American Specialty CC etc into Quadrus GLC Growth and Income CC fund and would have approximately the same fixed income allocation. Total account had $208K with about $60K in Quadrus Fixed Income CC. He will talk to the client.",True,2015-03-18T17:51:16.000+0000,False,False,005G0000002gy4kIAA,2013-05-23T19:10:19.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519) 208-3064,,donald.muck@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4697.0
500G000000EKXFTIA5,False,,00002144,003G0000018f7MNIAY,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Veux son bloc d'affaire,Medium,Demande transférée à Marie-ève.,True,2013-05-23T20:07:22.000+0000,False,False,005G0000002gy1SIAQ,2013-05-23T20:07:10.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,450-687-3971,,clyford.obas@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4697.0
500G000000EKXHiIAP,False,,00002143,003G0000018f7K5IAI,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Lifeguide,Medium,Compétition en Temporaires...,True,2013-05-23T19:51:53.000+0000,False,False,005G0000002gy1iIAA,2013-05-23T19:51:42.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,418-622-7077,(418) 931-9745,anne-marie.tetreault@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4697.0
500G000000EKXsAIAX,False,,00002145,003G0000018f7BsIAI,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Transfert d'un contrat AI (changement d'agent),Medium,Je valide avec Sylvie Bujold si on peut transférer ce dossier qui appartient à un courtier de Brossard à Julie Moreau,True,2013-06-04T13:45:34.000+0000,False,False,005G0000002gyDSIAY,2013-05-23T20:46:48.000+0000,005G0000002gyDSIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4697.0
500G000000EKZteIAH,False,,00002146,003G0000018f77WIAQ,001G000000urMuUIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Corp class,Medium,"Client has 175k open money. Wants a corp class port 70/30 mix. Sent him port with commentary.
Client decided to keep funds where there currently are.",True,2013-06-04T03:05:09.000+0000,False,False,005G0000002gxyEIAQ,2013-05-24T02:08:29.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(506)857-6835,,andre@axisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,4697.0
500G000000EKcxDIAT,False,,00002147,003G0000018f6YLIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Freedom fund RSP to LL Seg fund, Non Reg",High,"Discussed the tax implications of this transfer.
Advised Rosalba to contact Bonnie Stainton, ASR, Savings Team to obtain a TAX QUOTE to see how much capital gains tax may be payable.

this is a partial transfer only",True,2013-05-24T14:35:45.000+0000,False,False,005G0000002gy7yIAA,2013-05-24T14:35:05.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,None,Other,,,0.0,,,0.0,False,None,,,,,005G0000002gy7yIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4696.0
500G000000EKd8lIAD,False,,00002148,003G0000018f7LyIAI,001G000000urMqDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,HNW Analysis,Medium,Matt wants me to take a look at a client's portfolio and see what it would look like as L or N series.  Existing money.,True,2013-06-11T14:23:07.000+0000,False,False,005G0000002gy3dIAA,2013-05-24T15:10:36.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(519)396-7224,(519) 955-2536,matt@harveyfinancialsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4696.0
500G000000EKdRwIAL,False,,00002149,003G0000018f6WLIAY,001G000000urMqQIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Immediate Financiang Concept,High,Looking to place 71k for this client before end of February 2014,True,2014-10-15T16:15:23.000+0000,False,False,005G0000002gy7KIAQ,2013-05-24T15:21:38.000+0000,005G0000002gy7KIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(905)682-2651X275,,darrell.kemp@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7KIAQ,,,,,,,0.0,0.0,0.0,,False,4696.0
500G000000EKddiIAD,False,,00002150,003G0000018f7qNIAQ,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for Premium Amount for Employee 2 for Pre-Renewal of Canadian Bison 281885,Medium,GroupNet copy of Premium and Taxes sent to James as per request for information of Premium amounts prior to May 1 2013 renewal.,True,2013-11-18T17:06:56.000+0000,False,False,005G0000002gyB4IAI,2013-05-24T15:36:15.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,,(306) 570-6440,james@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4696.0
500G000000EKfc9IAD,False,,00002151,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,CSV and tax implication with surrender of policy# 20041582,Medium,Client want to know the tax implications upon surrender of this plan.  Emailed GWL TRAD CLIENT SERVICES.,True,2013-06-17T17:15:44.000+0000,False,False,005G0000002gy1vIAA,2013-05-24T18:19:25.000+0000,005G0000002gy1vIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1vIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4696.0
500G000000EKh1YIAT,False,,00002152,003G0000018f6xmIAA,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Expliquer au client pourquoi une surprime en ai,Medium,Le client doit revenir avec les données de sa santé pour mieux comprendre pourquoi surprime,True,2013-09-20T19:05:17.000+0000,False,False,005G0000002gyDSIAY,2013-05-24T20:18:20.000+0000,005G0000002gyDSIAY,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(418)955-3255,(418) 955-3255,nicolas@lefebvremccaffrey.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4696.0
500G000000EKhXPIA1,False,,00002153,003G000001C3Z61IAF,001G000000wjNrYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Orion Environmental,Medium,added 2nd class to benefit plan - transferred over ee's to it.,True,2013-05-24T21:15:07.000+0000,False,False,005G0000002gy2tIAA,2013-05-24T21:14:59.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780) 459-3343 x267,,donald.robertson@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4696.0
500G000000EKhXRIA1,False,,00002154,0030A0000029ngjQAA,001G000000wjNqXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Tronia Systems,Medium,Delete Orthodontics amendment,True,2013-05-24T21:17:22.000+0000,False,False,005G0000002gy2tIAA,2013-05-24T21:17:14.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(780)448-1988,,,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4696.0
500G000000EKiTzIAL,False,,00002155,003G0000018f6ecIAA,001G000000urMswIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Case for his cousin 180k,Medium,"Client has locked in, tfsa and rsp. Wants balanced proposal put together to try and win business. Meeting client Wednesday.",True,2014-06-09T12:20:57.000+0000,False,False,005G0000002gxyEIAQ,2013-05-25T00:21:48.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:16.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:16.000+0000,(506)647-6689,(506) 647-6689,brian@fitzwealth.ca,,,,,,,,,,,td bank,Other,,,0.0,,,0.0,False,td bank,,,,,005G0000002gxyEIAQ,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4696.0
500G000000EKsJSIA1,False,,00002156,003G0000018f739IAA,001G000000urMtCIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Complex Case,Medium,Client with suplus corporate capital and desire to leave legacy for children,False,,False,False,005G0000002gy4pIAA,2013-05-27T14:10:47.000+0000,005G0000002gy4pIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)431-5500,(902) 229-6510,ed@arbourwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4pIAA,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4693.0
500G000000EKsbMIAT,False,,00002157,003G0000018f6hYIAQ,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,DI and CI Need for client,Low,"Richard has a client who is looking for CI and DI for his wife. He has LB coverage through work. We discussed what information he should be collecting to provide an accurate quote. 
Once he has all the information we will sit down again to discuss what is best.",True,2013-05-27T15:15:30.000+0000,False,False,005G0000002gyG3IAI,2013-05-27T15:15:07.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,"(519) 967-1180 , X4275",,richard.peters@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4693.0
500G000000EKsgxIAD,False,,00002158,003G0000018f7xOIAQ,001G000000urN7sIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,SRSP contribution after age 71,Medium,,True,2013-05-29T14:13:06.000+0000,False,False,005G0000002gy6dIAA,2013-05-27T15:40:46.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(204)946-8112,(204) 771-7773,simon@simonhiebert.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4693.0
500G000000EKt0RIAT,False,,00002159,003G0000018f7K2IAI,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,232505 - Amalgated Equipment Ltd.,Medium,"Added Optional Life effective May 1, 2013",True,2013-05-27T16:34:47.000+0000,False,False,005G0000002gy37IAA,2013-05-27T16:34:06.000+0000,005G0000002gy0UIAQ,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8909,,john@belay.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4693.0
500G000000EKtCNIA1,False,,00002160,003G0000018f7xBIAQ,001G000000urN7uIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Is MVA charged on RRIF payments,Medium,,True,2013-05-27T17:19:30.000+0000,False,False,005G0000002gy6dIAA,2013-05-27T17:19:17.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(204)992-1000,(204) 880-5669,mdaoust@taxvantage.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4693.0
500G000000EKtPEIA1,False,,00002163,003G0000018f6ffIAA,001G000000urMptIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,High Net Worth,Medium,"Information was delivered to Stephane and transfers were completed. Not new business,

Met w Stephane for the 4th time to review his client (Petrauskas) transition to HNK Segs Port 1 or Port 2. Client has well over 1 mil. We reviewed the fund fees and different aspect between pref 1 & 2. We previoously discussed the cap gain associated with transfer from Freedom to London Life funds and which funds would be best for client to move. We also addressed from material provided from upstairs what dollar amounts were DSC fee free on a first in first out basis.",True,2013-10-21T13:31:38.000+0000,False,False,005G0000002gy3wIAA,2013-05-27T18:46:29.000+0000,005G0000002gy3wIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)495-3421,,stephane@stephaneproulx.ca,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,Concept,0.0,0.0,0.0,,False,4693.0
500G000000EKtPdIAL,False,,00002162,003G000001C3YzMIAV,001G000000wjNrOIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,285017 - Appleway Dental Clinics,Medium,Removing AD&D and all DI,True,2013-05-27T18:44:01.000+0000,False,False,005G0000002gy0UIAQ,2013-05-27T18:43:38.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(403) 343-7030,,chris.thiessen@investorsgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4693.0
500G000000EKtY9IAL,False,,00002161,003G0000018f7JdIAI,001G000000urMtgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Jubilé existante depuis 1999,Medium,"9797797-5 (police avait un prêt) veut avoir congé
Mens. ordin.  Mettre EPP en vigueur en premier et  ensuite le bouton congé va apparaitre!",True,2013-05-27T18:31:02.000+0000,False,False,005G0000002gy1iIAA,2013-05-27T18:29:47.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,418-548-4355,(418) 550-4030,michele.danjou@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4693.0
500G000000EKtidIAD,False,,00002164,003G0000018f7HvIAI,001G000000urMpbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Low,old PLA policy.  81 year old woman's policy is going to terminate by age 85 if she doesn't pay more premiums.,True,2015-08-25T15:07:34.000+0000,False,False,005G0000002gy8vIAA,2013-05-27T19:07:45.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(226)776-9897,,derek@derekrideout.com,(519)491-6433,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4693.0
500G000000EKtnVIAT,False,,00002165,003G0000018f6RVIAY,001G000000urMrTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Manulife Postponed Case,Low,"Client is an expectant mother (next 2-3 weeks).  App was submitted to Manu and the app was placed on a postponed status.

Advisor had questions about policy for life apps on expectant mothers.",True,2013-05-27T19:26:36.000+0000,False,False,005G0000002gy4VIAQ,2013-05-27T19:26:33.000+0000,005G0000002gy4VIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4VIAQ,,,,,,,0.0,0.0,0.0,,False,4693.0
500G000000EKuBmIAL,False,,00002166,003G0000018f6pdIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Jo' brought in funds to Era 1 LIB and now wants to elect proper funds,Medium,She doesn't know if her elected LIB fund is the most suitable based on her risk profile.  Discuss the available funds when she provides her risk tolerance for her and 3 other clients,True,2013-05-31T17:36:50.000+0000,False,False,005G0000002gy7yIAA,2013-05-27T20:54:20.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)458-0177,,joginder.grewal@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4693.0
500G000000EKwQKIA1,False,,00002167,0030A0000029p2sQAA,001G000000urMrmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,L.J. Home Improvements,Medium,"Marketing AOR received, April 19th from Sunlife advisor (Richard Sornberger). Brian was not able to get rescinding AOR and Marketing info released to requesting advisor on April 19th.",True,2013-12-16T22:30:25.000+0000,False,False,005G0000002gxxAIAQ,2013-05-28T10:55:12.000+0000,005G0000002gxxAIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(613)658-3123,,bpurcell@purcellinsurance.ca,(613)658-2750,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxAIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4692.0
500G000000EKwTEIA1,False,,00002168,003G0000018f6ZVIAY,001G000000urMpbIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,questions concerning if client has enough money to exercise a FIPO option.  Am looking into it for Karen.,True,2015-01-28T15:27:34.000+0000,False,False,005G0000002gy8vIAA,2013-05-28T11:20:04.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)491-2120,5196278793,debergh@slaterwealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EKxSDIA1,False,,00002169,003G0000018f75xIAA,001G000000urMvOIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,End Client Question,In Person,,Client retention,Medium,Michael Scott's client was approached by an adviser offering a better yielding portfolio with the same risk metrics than what Mike Scott has his client in. He requested a review of the conservative portfolio and a solution that could potentially enhance yield without taking on undue risk.,False,,False,False,005G0000002gy1WIAQ,2013-05-28T14:57:03.000+0000,005G0000002gy1WIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)315-9060,,michael@millcroftfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1WIAQ,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EKz7IIAT,False,,00002171,003G0000018f7qNIAQ,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for GroupNet Premium Report for 2012 Terminated Employee #3,Medium,Email request for copy of premium paid for employee #3 terminated in 2012 for policy 281885 Canadian Bison,True,2013-05-28T16:08:57.000+0000,False,False,005G0000002gyB4IAI,2013-05-28T16:08:42.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,,(306) 570-6440,james@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL0MOIA1,False,,00002173,003G0000018f7pDIAQ,001G000000urMwhIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,258826 - Hunt Inspection Ltd.,Medium,Increase NEM STD to 1000,True,2013-05-28T18:53:42.000+0000,False,False,005G0000002gy3HIAQ,2013-05-28T18:53:25.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(587)377-7213,,irvin88@telus.net,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL0sOIAT,False,,00002172,003G0000018f7QtIAI,001G000000urMwlIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,288473 - Teamworks Fabricating Ltd.,Medium,Change WP for existing EEs effective March 1/13,True,2013-05-28T18:33:38.000+0000,False,False,005G0000002gy37IAA,2013-05-28T18:33:14.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(403) 346-2191,,bobby@everybodybenefits.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL24GIAT,False,,00002175,003G0000018f6pVIAQ,0015o000008CytHAAS,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Demande de réclamation qui ne paye pas + retrait APS,Medium,"On appelle la rédacteur sinistre afin de savoir ce qu'il manque comme information.

On appelle ensuite la cliente pour valider les infos manquantes.

la cliente écrit à Bernard pour dire que l'hôpital en a pour 3 mois avant de donner suite....

on transfert à la rédacteur sinistre pour savoir si on peut fonctionner autrement

Il faut aussi voir ce que l'on fait avec la police car son frère veut racheter ses parts et il s'git d'un dossier en APS, je valide avec Christine Gousseau ...",True,2013-07-03T19:34:22.000+0000,False,False,005G0000002gyDSIAY,2013-05-28T20:21:56.000+0000,005G0000002gyDSIAY,2024-08-08T19:07:08.000+0000,0055o0000019VX9AAM,2024-08-08T19:07:09.000+0000,(418)564-7169,(418) 564-7169,bernard.morin@proactionsf.com,(418)686-3375,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL26uIAD,False,,00002174,003G0000018f7H8IAI,001G000000urMqlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RSP to RRIF when inforce DSC still outstanding,High,"We discussed there is no DSC triggered on maturing an RRSP from:
1) Freedom Fund RRSP to Freedom Fund RRIF
2) Quadrus RRSP to Quadrus RRIF
3) New Seg RRSP to New Seg RRIF.   In all 3 cases the age of the money carries over into the new RRIF, but there is no compensation paid in 2,3 but 1% is payable in #1

4) Freedom Fund RSP to New Seg RRIF would trigger the DSC however so don't do this",True,2013-05-28T19:45:57.000+0000,False,False,005G0000002gy7yIAA,2013-05-28T19:45:49.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(416)420-9194,(416) 420-9194,craig@intrepidfs.ca,(249)502-5798,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL2MQIA1,False,,00002176,003G0000018f6yCIAQ,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Réclamation,Medium,"Le conseiller me demande de rencontrer la cliente avec lui.   On ne paye pas la réclamation.   

J'ai laissé un message à la rédacteur sinistre pour savoir ce qu'il manque comme information.",True,2013-09-20T19:06:03.000+0000,False,False,005G0000002gyDSIAY,2013-05-28T20:23:38.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,418-622-7077,(418) 953-5339,pierre-michel.simard@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL2RtIAL,False,,00002179,003G0000018f7MNIAY,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Savoir comment modifier police existante...,Low,Référé au service de modification de contrat.,True,2013-05-28T20:26:21.000+0000,False,False,005G0000002gy1SIAQ,2013-05-28T20:26:09.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,450-687-3971,,clyford.obas@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL2YfIAL,False,,00002177,003G0000018f6rjIAA,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,On demande une exception pour conserver les anciens taux,Medium,"j'ai écrit à Tracy Sherring

elle accepte l'exception",True,2013-05-28T20:24:52.000+0000,False,False,005G0000002gyDSIAY,2013-05-28T20:24:36.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL2a7IAD,False,,00002178,003G0000018f7KeIAI,001G000000urMsfIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,"Quel formulaire, transfo de VU....",Low,"Voulait savoir quel formulaire et comment le compléter, je l'ai référé à Monique Leroux.",True,2013-05-28T20:24:50.000+0000,False,False,005G0000002gy1SIAQ,2013-05-28T20:24:37.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)346-0606,(514) 346-0606,marie-pier.gelinas@servicesfinanciersastria.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL2d0IAD,False,,00002180,003G0000018f7BsIAI,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,demande de transfert d'agent,Medium,"Le contrat est détenu par un courtier.
Julie veut être la conseillère.
On ne peut faire le changement car série protégé...pas de négociation possible à l'exception des dossiers dans la même famille, mais ce n'est pas le cas

J'ai dit à Julie que je ne pouvais rien faire de plus....Elle devrait en parler avec Pierre Lafontaine",True,2013-05-28T20:27:12.000+0000,False,False,005G0000002gyDSIAY,2013-05-28T20:26:54.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL2eXIAT,False,,00002181,003G0000018f7rUIAQ,0015o000008Cz0AAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Moving from fixed income to balanced fund,Medium,,True,2013-05-28T20:28:57.000+0000,False,False,005G0000002gy6dIAA,2013-05-28T20:28:48.000+0000,005G0000002gy6dIAA,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,,,wsanderson@brianmallard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4692.0
500G000000EL4xwIAD,False,,00002182,003G0000018f6pCIAQ,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Demande de formation,Medium,"à manquer la formation de lundi, veux un résumé.",True,2013-05-29T01:16:12.000+0000,False,False,005G0000002gy1SIAQ,2013-05-29T01:14:43.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,450-687-3971,,richard.racioppoli@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4692.0
500G000000EL7zmIAD,False,,00002184,003G0000018f6T0IAI,001G000000urMqKIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,D series,Medium,Discussion on D series to help Tom fully understand how it worked and how it could integrate with a leverage loan strategy,True,2013-06-05T18:54:57.000+0000,False,False,005G0000002gy6cIAA,2013-05-29T15:13:05.000+0000,005G0000002gy6cIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(289)230-1745,(289) 230-1745,tom.mahoney@battlefieldifs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6cIAA,,,,,,,0.0,0.0,0.0,,False,4691.0
500G000000EL80oIAD,False,,00002183,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,REQUEST FOR GROUP COVERAGE SUMMARY REPORT FOR # 232829,High,SHARON EMAILED AND ASKED FOR GROUP COVERAGE REPORT # 232829  AS SHIRLEY REITER IS MEETING WITH THE CLIENT TODAY AND HAS BEEN PROVIDED WITH.,True,2013-07-29T18:34:52.000+0000,False,False,005G0000002h5rnIAA,2013-05-29T14:58:33.000+0000,005G0000002h5rnIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4691.0
500G000000EL8eKIAT,False,,00002185,003G0000018f7IsIAI,001G000000urMqpIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,As VIP does John still receive DEDICATED QUADRUS ASR Support,High,"Called Becky McArthur, ASR for R1060 and although John is on the VIP list, he does not get a SENIOR DEDICATED ASR for his business.  He falls under Becky.   Nobody at R1060 has a dedicated Senior ASR.

There are only 2 Senior ASR to service VIP's but none get this treatment in Mississauga.  John is annoyed that he wasn't informed when his prior Senior ASR left (Michele Roswell)",True,2013-05-29T16:04:14.000+0000,False,False,005G0000002gy7yIAA,2013-05-29T15:52:10.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)363-5800X150,,john@maia.team,(905)363-7771,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4691.0
500G000000EL8q1IAD,False,,00002186,003G0000018f6mkIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Capping ERA 1 LIB to even PAC's,Medium,"Kevin was aware lump sum deposits could no longer be made but not aware that PAC's are not permitted after September.  He brought me a client letter indicating as of Sept PACs will be rejected and we discussed that like lump sum deposits, PAC's are not permitted into ERA ! LIB policies but we need time to manage the change",True,2013-05-29T16:06:47.000+0000,False,False,005G0000002gy7yIAA,2013-05-29T16:06:40.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,905-276-1177,,kevin.crossman@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4691.0
500G000000EL9d0IAD,False,,00002187,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,REQUEST FOR CORRECTION TO ER/EE PREMIUM CONTRIBUTION SPLIT,High,Email to Inforce to correct AD &D premium contrIbution split for John Kmita Policy 232829,True,2013-11-18T17:07:45.000+0000,False,False,005G0000002gyB4IAI,2013-05-29T17:17:47.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4691.0
500G000000EL9mMIAT,False,,00002188,003G0000018f7nSIAQ,001G000000urN0bIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,FH&P Lawyers Inc.,Medium,"IN-force case .. Renewal date: July 1st ... Reviewed the ""Ben Reports"" with the advisor and responded to questions regarding the 'not paid' portions of the report... Advisor was comfortable with our discussion, and reasons.... Case lost: will transfer to another carrier likely in August .. The new carrier is $2,000 per month lass premium.",True,2013-06-20T21:07:18.000+0000,False,False,005G0000002gyE0IAI,2013-05-29T17:33:05.000+0000,005G0000002gyE0IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(250) 398-2222,,dhall@firstbc.com,(250) 398-7329,,,,,,,,,,Empire Life,Empire Life,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4691.0
500G000000ELAbyIAH,False,,00002189,003G0000018f6qjIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Can I sell D Series together with an Investment Loan?,Medium,"No, we don't validate this strategy. An investment loan is a growth strategy requiring long term wealth compounding to be effective to offset the risk; while D Series is a withdrawal strategy so withdrawing growth degrades the investment accumulation.   It is also a little dishonest since clients see this as ""no cost"" since there is no financial commitment out of their own cash flow.  We want clients to feel cash flow cost to validate the rationale for an investment loan",True,2013-05-29T18:30:34.000+0000,False,False,005G0000002gy7yIAA,2013-05-29T18:30:28.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,905-276-1177,,maiwand.sediq@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4691.0
500G000000ELBJqIAP,False,,00002190,003G0000018f6T7IAI,001G000000urMqlIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Should my client with $200k in Fixed Income CC sell?,High,"We discussed this and Dave agreed selling at this time isn't necessary.  He will await launch of more fixed income funds coming soon, some of which may be in Corporate Class. However he will diversify a little to the USA as his client is a US citizen and has only Canadian exposure.  I agree for a 5 year time period the USA is a good market to own",True,2013-05-29T19:20:13.000+0000,False,False,005G0000002gy7yIAA,2013-05-29T19:20:05.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905) 276-1177 x 404,,david.moir@londonlife.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4691.0
500G000000ELBMiIAP,False,,00002191,003G0000018f7a1IAA,001G000000urNDHIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Power One 289332 ---Potash Ridge,Medium,"Scott Morrison has all correspondence pertaining to this matter.

He will be calling Chris Kardash to discuss further

Adam Diamond Assc Mgr London office is involved

I have all correspondence if needed",True,2013-08-16T15:16:03.000+0000,False,False,005G0000002gy1xIAA,2013-05-29T19:40:56.000+0000,005G0000002gy1xIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,,,curtis.mccone@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1xIAA,,,,,,,0.0,0.0,0.0,,False,4691.0
500G000000ELBoFIAX,False,,00002192,003G0000018f6gVIAQ,001G000000urMrTIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,AASK,High,Client dissatisfied with current plan design and finds that he is not happy more often than happy with what is taking place.,True,2014-01-27T18:28:43.000+0000,False,False,005G0000002gxyNIAQ,2013-05-29T19:51:50.000+0000,005G0000002gxyNIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,905-831-3600,(647) 992-4543,sean.pickard@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyNIAQ,,,,,,,0.0,0.0,0.0,,False,4691.0
500G000000ELBoVIAX,False,,00002193,0035o000006oJQ4AAM,001G000000urN9AIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Trouver un fonds comparable à Desjardins portefeuille sociéterre croissance plus,High,"Le fonds distinct Great-West Éthique dont tu m’as parlé ce matin est le seul fonds comparable à celui de Desjardins (Il n’y a rien du côté Quadrus). Il est vrai que lorsqu’on regarde les fiches Paltrak, notre fonds est bon 2e en terme de rendement mais nous nous devons de comparer des poires avec des poires. Comme on compare un fond distinct avec un fonds mutuel, j’ai ramené les rendements en brut (avant frais) pour ne pas que le fonds Great-West soit désavantagé par le fait qu’on doit payer plus cher pour obtenir tous les avantages des fonds distinct (garanties, protection litiges, etc.) Voici la comparaison des frais en brut :

REND. BRUT	G-W	Desjardins
AAJ	                     5,58%	   6,36%
1 an	                     4,58%	12,06%
3 ans	                      9,38%	7,96%
4 ans	                     13,18%	11,86%

L’historique à court terme est plus impressionnant pour le fonds Desjardins, mais à partir d’une moyenne sur plus de 3 ans, le fond Great-West est supérieur. L’historique sur une plus longue période est toujours beaucoup plus significatif que sur une courte période. De plus, la surperformance du fond Desjardins s’explique par sa forte exposition au contenu Américain et étranger. En effet, le fonds Great-West est un fonds à 90% Canadien et l’économie canadienne a connu au cours des 2 dernière année un passage à vide comparativement aux États-Unis. Le rendement supérieur de Desjardins ne tient qu’à son allocation sectorielle ce qui l’a grandement avantagé au cours de la dernière année vue l’impact négatif de la baisse du prix des commodités sur les marchés canadiens. Donc au niveau de la gestion fondamentale du fond, celle de Great-West est aussi exceptionnelle sinon plus que cette de Desjardins ou Nord-Ouest. Voilà pourquoi je suis convaincue que sur une période à moyen ou long terme, le fond Great-West éthique constitue un excellent choix parmi cette catégorie de mandats et un choix compétitif pour remplacer ce fonds Desjardins. 

Il ne faut pas oublier que le fonds Desjardins est constitué à 20% en revenu fixe alors que Great-West est 100% actions. Il est donc normal que le mandat de Great-West soit plus volatile vue son exposition au risque de 20% supérieur à celle de Desjardins. 

Pour vous aider à parler du fonds Éthique Great-West, je vous envoie une petite présentation sur le mandat.",True,2013-05-29T20:22:13.000+0000,False,False,005G0000002gy95IAA,2013-05-29T20:11:39.000+0000,005G0000002gy95IAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)778-9876,(514) 778-9876,mathieu@daneault.ca,,,,,,,,,,,Desjardins,Other,,,0.0,,,0.0,False,Desjardins,,,,,005G0000002gy95IAA,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4691.0
500G000000ELCp2IAH,False,,00002194,003G0000018f6dFIAQ,001G000000urMozIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,HNW Blair Worb,Medium,Blair has a client he is trying to do HNW series with. The client is partially DSC'd and he was looking for ways of achieving the minimum threshold to get his client into the series. We brainstormed and we think within a year we can make it happen.,True,2013-05-29T21:10:31.000+0000,False,False,005G0000002gyFjIAI,2013-05-29T21:10:22.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(204)228-6200,(204) 228-6200,blair@worbfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,1.0,0.0,0.0,,False,4691.0
500G000000ELEcXIAX,False,,00002197,003G000001C49a1IAB,001G000000urMsAIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Annuity inquiry,Medium,Spoke about his annuity quote that he made for his client and wanted some clarification on certain points.,True,2013-05-30T00:03:57.000+0000,False,False,005G0000002gxzdIAA,2013-05-30T00:02:51.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514) 331-5838 x366,,haig.liberian@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4691.0
500G000000ELEcbIAH,False,,00002196,003G0000018f74GIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB,Medium,To review product and to know if her client would be a good candidate for the LIB.,True,2013-05-29T23:58:04.000+0000,False,False,005G0000002gxzdIAA,2013-05-29T23:56:34.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)331-5838X245,(514) 998-5473,uyenle@enrichfinancier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4691.0
500G000000ELGU4IAP,False,,00002198,003G0000018f7HDIAY,001G000000urMrjIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Managed Portfolio funds,Medium,Rob was inquiring about LON FT Moderate Income and LON TF Balanced Income and their role with LIB.,True,2013-05-30T12:27:18.000+0000,False,False,005G0000002gy1hIAA,2013-05-30T12:26:34.000+0000,005G0000002gy1hIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(613) 382-2131 x4120,(613) 449-4060,robbickerton@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1hIAA,,,,,,,0.0,0.0,0.0,,False,4690.0
500G000000ELGk5IAH,False,,00002199,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Rodgers and Hutcheson,Medium,require inforce illustrations along with data exports.  PI does not allow data export on inforce policies...have emailed special quotes.,True,2015-08-25T15:07:12.000+0000,False,False,005G0000002gy8vIAA,2013-05-30T13:03:25.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4690.0
500G000000ELGsTIAX,False,,00002201,003G0000018f6ZVIAY,001G000000urMpbIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,looking to add FEPO to an existing DI case.  Email has been sent .,True,2015-08-25T15:06:35.000+0000,False,False,005G0000002gy8vIAA,2013-05-30T13:22:01.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)491-2120,5196278793,debergh@slaterwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4690.0
500G000000ELH1eIAH,False,,00002200,003G0000018f7ZQIAY,001G000000wirZbIAI,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Quadrus Q Series,Medium,Questions surrounding switching from Q to L series triggering a tax implication.,True,2013-05-30T13:11:46.000+0000,False,False,005G0000002gy6kIAA,2013-05-30T13:11:11.000+0000,005G0000002gy6kIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(613)264-8309,(613) 264-3271,tnoonan@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6kIAA,,,,,,,0.0,0.0,0.0,,False,4690.0
500G000000ELHFIIA5,False,,00002202,003G0000018f6Y5IAI,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,Bob was looking to see if there is a marketing piece speaking to the difference of owning an RRSP through a Life Insurance company vs. the banks.  I looked through our advisor site as well as out on the internet and couldn't find anything speaking directly to what he is looking for.,True,2013-05-30T13:36:58.000+0000,False,False,005G0000002gy9PIAQ,2013-05-30T13:36:47.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)988-8530,,robert@rgfraseragency.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,,1.0,0.0,0.0,,False,4690.0
500G000000ELHPmIAP,False,,00002203,003G0000018f6xUIAQ,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Asset Transfer,Medium,Lisa wants to transfer her own money here but locked it up a couple years ago with Investors group and Primerica.  Checked to see what could be transferred in kind.  She's faxing statements to transfer to for confirmation.,True,2013-05-30T13:52:27.000+0000,False,False,005G0000002gy3dIAA,2013-05-30T13:52:19.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,519-650-8111,,lisa.lehman@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4690.0
500G000000ELHmkIAH,False,,00002204,003G0000018f71eIAA,001G000000urMsiIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Réclamation personnelle,Medium,GW n'a pas payé sa réclamation de l'année dernière.   J'ai demandé à Guy-Pier de m'envoyer son dossier pour savoir si on peut faire quelque chose de plus pour lui !,True,2013-09-20T19:07:01.000+0000,False,False,005G0000002gyDSIAY,2013-05-30T14:32:00.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(819)371-4639,(819) 371-4639,guy-pierre@sfgpb.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4690.0
500G000000ELHxUIAX,False,,00002205,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,Josh Gratton - looking for help with the inforce illustration,True,2015-08-25T15:06:21.000+0000,False,False,005G0000002gy8vIAA,2013-05-30T14:49:31.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4690.0
500G000000ELJaqIAH,False,,00002206,003G0000018f6pcIAA,001G000000urMptIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Estelle Robicheau,Medium,questions concerning what he is applying for.  Looks like he wants competitor but completed a non can app.,True,2015-01-27T20:07:28.000+0000,False,False,005G0000002gy8vIAA,2013-05-30T17:08:05.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)435-6350,(519) 495-7687,david@gffinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4690.0
500G000000ELJvRIAX,False,,00002207,003G0000018f7OVIAY,001G000000urMp2IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,RRSP vs. Mortgage Calculation,Medium,"Grant has a client who wished to know which would be more beneficial, paying off their mortgage or investing in their RRSP. I ran a simulation showing how they are better off with their $150/month RRSP contribution than paying off their mortgage at an accelerated rate.",True,2013-05-30T17:55:12.000+0000,False,False,005G0000002gyFjIAI,2013-05-30T17:54:58.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(204)489-1587,(204) 229-3884,grant@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4690.0
500G000000ELK5MIAX,False,,00002208,003G0000018f6oaIAA,001G000000urMqQIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Grandparents owning Life Ins on grandchildren,High,"20 pay life, 10K of premium on 11 children",True,2014-01-24T18:15:17.000+0000,False,False,005G0000002gy7KIAQ,2013-05-30T18:16:56.000+0000,005G0000002gy7KIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905) 682-2651,,gabriel.dubois@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7KIAQ,,,,,,Marketing Piece;Concept,1.0,0.0,0.0,,False,4690.0
500G000000ELPeqIAH,False,,00002209,003G0000018f73bIAA,001G000000urMptIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,accessing a GWL case,Medium,emails back and forth between lori christy and myself trying to get dave to have access to walter goebels's information,True,2015-01-28T15:27:06.000+0000,False,False,005G0000002gy8vIAA,2013-05-31T13:11:55.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)204-3221,(226) 919-5154,davedouglas@aspirefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4689.0
500G000000ELQb3IAH,False,,00002210,003G0000018f6jZIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Noggin's Corner Farm Ltd,Medium,"Got paperwork in to switch to drug card.  There was missing info on the ee change forms, and they weren't signed by the plan admin.  Had to go back to Jenny.  Rec'd most of the missing info, but still awaiting 3 more ee change forms in order to send to HO.",True,2013-06-11T14:20:01.000+0000,False,False,005G0000002gy3iIAA,2013-05-31T14:23:26.000+0000,005G0000002gy3iIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)363-3322,(902) 848-6583,jgoucherinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,Quotation,2.0,0.0,0.0,,False,4689.0
500G000000ELSESIA5,False,,00002211,003G0000018f6jZIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Spurr Bother's Renewal,High,Pushing Renewal date back one month from June 1st to July 1st. Vena has approved.,True,2013-05-31T16:47:29.000+0000,False,False,005G0000002gyBbIAI,2013-05-31T16:45:57.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)363-3322,(902) 848-6583,jgoucherinsurance@gmail.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,,1.0,0.0,0.0,,False,4689.0
500G000000ELSTNIA5,False,,00002212,003G0000018f73bIAA,001G000000urMptIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Flying M Truck Service,Medium,New Plan admin doing GroupNet and product training.,True,2013-05-31T17:09:49.000+0000,False,False,005G0000002gy6XIAQ,2013-05-31T17:06:36.000+0000,005G0000002gy6XIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)204-3221,(226) 919-5154,davedouglas@aspirefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,Marketing Piece;Presentation,1.0,0.0,0.0,,False,4689.0
500G000000ELTyMIAX,False,,00002213,003G0000018f7TpIAI,001G000000urN3OIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Meeting with Accountant,High,Meeting with accountant to discuss potential opportunities with life insurance and trusts.,True,2013-05-31T19:08:41.000+0000,False,False,005G0000002gy8DIAQ,2013-05-31T19:07:43.000+0000,005G0000002gy8DIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(613)824-8335,(613) 852-2521,tim@palladiuminsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4689.0
500G000000ELU0KIAX,False,,00002214,003G0000018f7UeIAI,001G000000urN3JIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Corporate Owned Insurance,Medium,Request for information on insurance ownership in holding company/operating company structure.,True,2013-05-31T19:11:34.000+0000,False,False,005G0000002gy8DIAQ,2013-05-31T19:10:55.000+0000,005G0000002gy8DIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(613) 563-1281 x 24,,ian@david-burns.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4689.0
500G000000ELVLYIA5,False,,00002215,0030A0000029jfIQAQ,001G000000wjNqDIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,In Person,,Group Prospect Consultation,Medium,"Chris wants to review our ""Sellors Group"" campaign approach to a new prospect, and wants to review some marketing material for the client, and when I should get involved.",True,2013-06-11T20:46:51.000+0000,False,False,005G0000002gyE0IAI,2013-05-31T21:15:17.000+0000,005G0000002gyE0IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(604)886-4555,,,(604)886-4566,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4689.0
500G000000ELY3IIAX,False,,00002216,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Rodgers,Medium,inforce illustrations....required data export.  Requested from life insurance special quotes.  Sent out today.,True,2015-08-25T15:06:04.000+0000,False,False,005G0000002gy8vIAA,2013-06-01T12:09:10.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4688.0
500G000000ELbbMIAT,False,,00002218,003G0000018f6vqIAA,001G000000urMqcIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,High,,True,2013-08-15T20:26:33.000+0000,False,False,005G0000002gy2wIAA,2013-06-02T15:03:10.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905) 276-1177 x 567,(647) 668-6548,punita.bansal@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4687.0
500G000000ELbolIAD,False,,00002217,003G0000018f6egIAA,001G000000urMupIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,High,,True,2013-06-02T15:02:15.000+0000,False,False,005G0000002gy2wIAA,2013-06-02T15:01:21.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(705)688-9011,,nontario.gbs.individual@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4687.0
500G000000ELflPIAT,False,,00002219,0030A0000029VU8QAM,001G000000wjNqGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,All Green Mechanical Policy # 280901,Medium,"Two new part time plan administrators looking for training on all basic functions of the group plan. Specifically finding forms, adding, removing employees  etc.",True,2013-06-13T12:44:05.000+0000,False,False,005G0000002gyAKIAY,2013-06-03T13:40:52.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)423-8294,(902) 499-3605,krista.snow@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,1.0,0.0,0.0,,False,4686.0
500G000000ELg9sIAD,False,,00002220,003G0000018f75iIAA,001G000000urMp4IAE,,,,,,Life,012G00000012AYVIA2,Postponed,Complex Case,Email,,Male 49 business owner,Medium,"Look at ""investment"" opportunities usining corp owned life insurance

Illustrations sent, $21K annual premium",False,,False,False,005G0000002gyABIAY,2013-06-03T14:34:34.000+0000,005G0000002gyABIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(705)670-1313,(705) 677-6471,doug4insurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyABIAY,,,,,,Concept,0.0,0.0,0.0,,False,4686.0
500G000000ELgRlIAL,False,,00002221,003G0000018f6bLIAQ,0015o000008CydFAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,UL Dump-in,Medium,Ralph contacted me regarding options for the clients to pay up policies.  Did analysis and ordered quoted from HO.,True,2013-10-08T19:09:32.000+0000,False,False,005G0000002gyHxIAI,2013-06-03T14:50:41.000+0000,005G0000002gyHxIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(204)837-1299,(204) 291-0037,ralph@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyHxIAI,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELgdYIAT,False,,00002222,003G0000018f6xxIAA,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Leverage Loan,Medium,Rav wanted to discuss an existing leverage loan.  Went through different scenarios regarding cashing out or keeping it going.,True,2013-06-03T15:02:34.000+0000,False,False,005G0000002gy3dIAA,2013-06-03T15:02:20.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)498-2222,(519) 650-8111,rav@aretefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELgueIAD,False,,00002223,003G0000018f7NKIAY,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Clients avec police 1er décès,Medium,"Séparer les contrats en polices individuelles , comment faire avec les documents (papiers)",True,2013-06-03T15:40:23.000+0000,False,False,005G0000002gy1iIAA,2013-06-03T15:40:15.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(418)622-7077,4189996692,sandragagnon@conseil-action.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELh6tIAD,False,,00002224,003G0000018f7EoIAI,001G000000urMtdIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Tarification permis de conduire,Medium,"Permis de conduire perdue, cliente recouvrera en août 2013.
Info avec tarificatrice!  info fournie par courriel",True,2013-06-03T15:41:53.000+0000,False,False,005G0000002gy1iIAA,2013-06-03T15:41:47.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(418)627-1717,(418) 271-2289,climerio.silva@milleniumgf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELhjCIAT,False,,00002225,003G0000018f73bIAA,001G000000urMptIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Douglas-Judd/Apthorp,Medium,"2013-05-21 Email referral from Mohamed. Client has about $1M with LL, wants a review/recommendation for Wendy Judd's DSC-free RRSP holdings ($635K). May be an opportunity for $500K later.

2013-05-30 Flurry of emails to get account info, investor profile, and clarification of issues. Will focus on the one account for now, with a review of everything in 2014 as more DSCs expire.

2013-06-04 Provided review and recommended changes to the se fund portfolio (move from Aggressive to Advanced).

2013-06-11 Met to discuss recommendations. With ""18-fund"" rule"" causing problems restructuring seg portfolio he decided to offer switch to MFs with preferred pricing (L) combining this RRSP and another one.

2013-06-14. Finalized proposal with MF portfolio and pricing to his satisfaction.",True,2013-08-14T17:38:01.000+0000,False,False,005G0000002gy25IAA,2013-06-03T16:32:01.000+0000,005G0000002gy25IAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)204-3221,(226) 919-5154,davedouglas@aspirefinancial.ca,,,,,,,,,,,Various,Other,,,0.0,,,0.0,False,Various,,,,,005G0000002gy25IAA,,,,,,Presentation,0.0,0.0,0.0,,False,4686.0
500G000000ELho3IAD,False,,00002226,003G0000018f6xRIAQ,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,CI Questions after Training Meeting,Low,"Jim wanted to clarify if there was a beneficiary for CI other than the estate upon death and can you transfer the benefit to someone else. Also, Mortgage CI, does it pay to the insured...",True,2013-06-03T16:42:52.000+0000,False,False,005G0000002gyG3IAI,2013-06-03T16:42:28.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,519-967-1180,,jim.hrovat@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELhvcIAD,False,,00002227,003G0000018f7N6IAI,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Placing DI Policy,Medium,Went over Placing Req. and what the process is for the Halk policy.,True,2013-06-03T16:48:50.000+0000,False,False,005G0000002gyG3IAI,2013-06-03T16:48:15.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,519-967-1180,,michael.oleynik@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELiHYIA1,False,,00002228,003G0000018f7SUIAY,001G000000urMxdIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Blackrock Oilfield Services 286537,Medium,changed waiting period to 3 mths eff May 1 13,True,2014-03-26T20:51:44.000+0000,False,False,005G0000002gy3HIAQ,2013-06-03T17:18:18.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780) 418-4646,(780) 289-5454,mscott@safcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4686.0
500G000000ELiv4IAD,False,,00002229,003G0000018f7DRIAY,001G000000urMquIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Over contribution to TFSA,Medium,Charlie has a client that doesn't speak english who was contributing to a TFSA at the bank and with us in error due to communication issues.  Turns out there is department at the gov't that handles issues like this and requires a letter.  If the department approves the letter the client will not have to pay the 1% fee.,True,2013-06-03T19:15:25.000+0000,False,False,005G0000002gyBsIAI,2013-06-03T18:08:15.000+0000,005G0000002gyBsIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)831-3600,(416) 543-0397,charlie@gattofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBsIAI,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELj3wIAD,False,,00002230,003G0000018f6gJIAQ,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RESP,Medium,Steve had some questions regarding a single and a family plan and how they work when the kids go to school,True,2013-06-03T18:17:26.000+0000,False,False,005G0000002gy3dIAA,2013-06-03T18:17:20.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)249-1200,(519) 575-0859,steve@stevemantione.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELj4bIAD,False,,00002233,003G000001B4F5HIAV,001G000000vlGSQIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Danco Steel & Fabrication Ltd.,Medium,Removed HC & DC from policy,True,2013-06-03T18:52:24.000+0000,False,False,005G0000002gy3gIAA,2013-06-03T18:49:57.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780) 468-9292,(780) 717-3861,kyle@fenrichfinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELj88IAD,False,,00002231,003G0000018f6gRIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Jentronics Limited 266356 Employee Presentation,Medium,"- Employee Presentation on benefits available, rates and employer contribution.
- Waiting on Vince, the owner to get back to us with a time.",True,2014-12-13T02:45:13.000+0000,False,False,005G0000002gyBbIAI,2013-06-03T18:21:18.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)422-1631X270,(902) 277-1413,ross@rossdemont.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,Presentation,0.0,0.0,0.0,,False,4686.0
500G000000ELjMuIAL,False,,00002232,003G0000018f7MMIAY,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Asset Transfer,Medium,Mike had some questions about a client with 25k that is unhappy with her rep.  Talked to him about accommodation and what his options are.,True,2013-06-03T18:49:55.000+0000,False,False,005G0000002gy3dIAA,2013-06-03T18:49:49.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,519-650-8111,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELjiqIAD,False,,00002234,003G0000018f6p7IAA,001G000000urMsJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Seg fund analysis,Medium,"-Victor wanted to have the past returns for certain seg funds that he is recommending.
- I gave him the Paltrak reports for the funds and the cumulative returns from a specific date.",True,2013-06-03T19:10:40.000+0000,False,False,005G0000002gxzdIAA,2013-06-03T19:10:03.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4686.0
500G000000ELjkqIAD,False,,00002235,003G0000018f7CNIAY,001G000000urMquIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,MERs,Medium,Simon needed some info on our seg funds vs mutual funds specifically around the MER.  Went over the different gaurantees.,True,2013-06-03T19:14:45.000+0000,False,False,005G0000002gyBsIAI,2013-06-03T19:11:59.000+0000,005G0000002gyBsIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(416)491-1771X228,Simon works at Sunlife,simon.ioia@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBsIAI,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELksGIAT,False,,00002237,003G0000018f7SDIAY,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,236663 Matt's Express,Medium,change of co name,False,,False,False,005G0000002gy2tIAA,2013-06-03T21:57:11.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780) 930-1160,,rgilliard@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELliXIAT,False,,00002236,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Dick's Welding & Contracting Ltd. (Amendment),Medium,Remove dental from plan,True,2013-06-05T19:33:35.000+0000,False,False,005G0000002gy37IAA,2013-06-03T21:45:50.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4686.0
500G000000ELpAJIA1,False,,00002238,003G0000018f7OaIAI,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Sa réclamation personnelle très problématique,Low,"Demande d'aide pour sa réclamation personnelle, envoyée info à Gaffray Marion qui devrait lui répondre à lui directement.",True,2013-06-04T12:58:37.000+0000,False,False,005G0000002gy1SIAQ,2013-06-04T12:58:16.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,450-687-3971,,alain.bessette@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELpOVIA1,False,,00002239,003G0000018f6xbIAA,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,RAMI,Medium,Questionnement sur lettre reçu par client qui demande diminution de capital décès suite à une augmentation à cause d'un dépôt supplémentaire de 13890.,True,2013-06-04T13:20:50.000+0000,False,False,005G0000002hFcOIAU,2013-06-04T13:20:19.000+0000,005G0000002hFcOIAU,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,819-346-5224,(819) 574-0467,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hFcOIAU,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELpYGIA1,False,,00002240,003G0000018f7BRIAY,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Retour congé de maternité,Low,"La cliente vient tout juste de reprendre le travail.   Elle s'est trouvé un nouvel emploi à temps plein comme secrétaire médical.  Est-ce que l'on peut l'assurer en AI tout de suite, étant donné que c'est nouveau ?  je valide avec la SS car dossier en compétition avec Desjardins.",True,2013-09-20T19:07:56.000+0000,False,False,005G0000002gyDSIAY,2013-06-04T13:32:22.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(418)496-3453,(418) 496-3453,denis.bernier@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELpkWIAT,False,,00002241,003G0000018f7BsIAI,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Livreur de publi-sac,Medium,"On cherche la classe professionnelle, si assurable en AI et je valide car faillite personne il y  peu de temps !",True,2013-06-04T20:03:26.000+0000,False,False,005G0000002gyDSIAY,2013-06-04T13:51:37.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELqI4IAL,False,,00002242,003G0000018f75NIAQ,001G000000urMtaIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Cliente a déjà eu il y a 12 ans cancer de la vessie,Medium,On valide avec le SS si on peut faire une demande en AMG pour elle.,True,2013-06-04T19:37:13.000+0000,False,False,005G0000002gyDSIAY,2013-06-04T14:38:45.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(418)622-7077,4189974189,alain.cote@assac67.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELqqbIAD,False,,00002243,003G0000018f6LCIAY,001G000000urMr1IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,TFSA Death Claim,High,Went over the process for rolling TFSA money to spouse on death.  Dealth with his assistant Nadine.,True,2013-06-04T15:22:34.000+0000,False,False,005G0000002gyBsIAI,2013-06-04T15:22:20.000+0000,005G0000002gyBsIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(416)491-1771,(416) 523-2217,john@mckayandassociatesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBsIAI,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELrp4IAD,False,,00002244,003G0000018f6RqIAI,001G000000urMrmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Rebalancing,Medium,"**06/04/2013  Discussed rebalancing portfolio for client who wants greater global exposure. Mostly US. Reviewed some options and what could complement her portfolio. Concentrated in Canada...Conrad might begin shifting from QGOF to London Life.10% free. Discussed options with that. 



**806/04/2013 Conrad
Let me know when you’re in. We can look at the client’s portfolio and see what makes sense. The mid cap fun is a fine fund. It’s mid cap and about 50% US and 50% Cdn, so if you’re looking for more US exposure there might be other funds.
The NA Specialty Corp is about 35% in US and 65% Cdn. It’s also limiting your US exposure.

You might want to look at the LC US Value fund, Mackenzie Universal American Growth, or US Growth Leaders..They’re more concentrated on US exposure.

Steve

From: Conrad THOMAS [mailto:conradt@rogers.com] 
Sent: Monday, June 03, 2013 4:07 PM
To: Campanelli, Stephen
Cc: Thomas, Conrad
Subject: Quadrus US mutual funds

Hi Steve,
This is further to my tel call. I am in the process of reviewing a client's portfolio and she has indicated a preference for a bit more and better exposure to the US. In fact she has said I should have already made this move for her.
Profile: Age-59; very knowledgeable; long term investment goals as she does not need to touch the funds; medium risk.
The funds I a looking to make changes to are:
Quadrus GWLIM NA Mid Cap
Quadrus NA Specialty Corporate Class

Please advise which are the recommended funds in the new portfolio model that I can look at.
Please reply to all so I can get the response at home...I should be in the office tomorrow but just in case I don't make it in.

Thankx

Conrad",True,2013-06-04T20:00:25.000+0000,False,False,005G0000002gxyDIAQ,2013-06-04T16:37:47.000+0000,005G0000002gxyDIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(613)748-3455,,conrad.thomas@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELrtVIAT,False,,00002245,003G0000018f6jzIAA,001G000000urMpYIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Pension Commute Question,Medium,Has clients who are teachers and wants to give them an understanding of their pension options.,True,2013-06-04T16:45:44.000+0000,False,False,005G0000002gy29IAA,2013-06-04T16:45:04.000+0000,005G0000002gy29IAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(705)721-0450,(705) 321-9966,al.jones@ajwep.ca,(705)721-9840,,,,,,,,,,None,Other,,,0.0,,,0.0,False,None,,,,,005G0000002gy29IAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4685.0
500G000000ELsRrIAL,False,,00002246,003G0000018f7CZIAY,001G000000urMsAIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Annuity quote,Medium,Gave annuity quote for client case,True,2013-06-04T17:33:42.000+0000,False,False,005G0000002gxzdIAA,2013-06-04T17:32:50.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)331-5838,,gilles.caron@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4685.0
500G000000ELsjBIAT,False,,00002249,003G0000018f6xUIAQ,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,GRS account Transfer,Medium,Lisa has a client with an account at GRS and had questions about how to get it to us and fund questions,True,2013-06-04T19:41:32.000+0000,False,False,005G0000002gy3dIAA,2013-06-04T19:41:28.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,519-650-8111,,lisa.lehman@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELtP8IAL,False,,00002247,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,HNW,Medium,Sophie wanted to see the difference in Management fees and MERs between the standard seg funds and the Series 1 & 2 series.,True,2013-06-04T18:52:29.000+0000,False,False,005G0000002gxzdIAA,2013-06-04T18:51:32.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4685.0
500G000000ELu2GIAT,False,,00002250,003G0000018f7GLIAY,001G000000urMrmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,The Clavette,Low,Client has a joint policy and he wanted to split the case however it's an older policy and this cannot be done unless it's because of a seperation.  So we discuss selling a new policy to Lionel. Don't think this will be a sale.,True,2014-09-24T14:53:46.000+0000,False,False,005G0000002gy0PIAQ,2013-06-04T20:07:53.000+0000,005G0000002gy0PIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(613)254-8484,(613) 883-7395,cedric@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELuY6IAL,False,,00002251,003G0000018f6slIAA,001G000000urMsaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Erreur d'émission de police,High,"Kim m'a appelé de chez la cliente, Issue à oublier d'ajouter le rabais des nouveaux gradués, underwriting avisé.",True,2013-06-04T20:23:08.000+0000,False,False,005G0000002gy1SIAQ,2013-06-04T20:22:50.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(450)818-9903,(514) 827-4023,kim.chabot@sfproxima.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELua7IAD,False,,00002252,003G0000018f6S9IAI,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Gary Phibbs Modification de police - rente,Medium,"Le client a 3 polices, il veux avoir une rente, le service à la clientèle est très flou, je tente d'intervenir pour avoir une réponse + clair, j,attend leur réponse.",True,2013-06-14T20:24:35.000+0000,False,False,005G0000002gy1SIAQ,2013-06-04T20:25:04.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,450-687-3971,,ronnie.dargy@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELueYIAT,False,,00002253,003G0000018f78OIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,What does LIA pay out when a client goes from RRSP to RRIF?,Medium,"He was incorrect in his discussion concerning the way we calculate the income payout.  We discussed the Fee, the CRA RRIF minimum, and other features of LIB

We discussed the PAC cap to ERA 1 policies ceasing as of September 2013. He thought LL would simply open a new LIB policy for him so the money could still be deposited.   NO!!!  He can direct the PAC into a new LIB policy but only if he opens one with a new application.  Or he can direct to a seg fund or mutual fund plan that doesn't have LIB if the client wants to maintain monthly savings for their goal",True,2013-06-04T20:32:30.000+0000,False,False,005G0000002gy7yIAA,2013-06-04T20:32:22.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)276-1177X598,(416) 571-7035,nanik.rangwani@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4685.0
500G000000ELysKIAT,False,,00002255,003G0000018f7kCIAQ,001G000000urMzqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Whitestone Development Waiting period amemdment,Medium,In error the MA did not indicate a 3 month wp for existing ee's.,True,2013-06-13T12:45:32.000+0000,False,False,005G0000002gy7UIAQ,2013-06-05T14:35:57.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902) 446-3900,(902) 880-1044,daviddraper@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000ELzUSIA1,False,,00002254,003G0000018f6wCIAQ,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Group Life Conversion - Activation Lab,Medium,Employee leaving the group and looking to convert his group life insurance and possible LTD,True,2015-07-30T12:29:15.000+0000,False,False,005G0000002gy2jIAA,2013-06-05T14:21:07.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)870-5865,(905) 870-5865,krista@madurifinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,1.0,1.0,0.0,,False,4684.0
500G000000ELznnIAD,False,,00002256,003G0000018f6cQIAQ,001G000000urMvVIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,CSA Enterprises,Medium,Plan Admin had question regarding employee changing beneficiary - advised her to have him complete change form and mail to me directly.,True,2013-06-13T12:44:32.000+0000,False,False,005G0000002gyAKIAY,2013-06-05T14:37:01.000+0000,005G0000002gyAKIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)425-8223,(902) 430-5716,rob.healy@healyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000ELzx4IAD,False,,00002257,003G0000018f6bLIAQ,0015o000008CydFAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,HNW Case for Ralph Irwin,Medium,"Ralph has a client who wants Ralph to lower his fees. This is Ralph's first HNW case so I am building Ralph an excel file that shows him how much in fees he will save using the HNW program. 

Thursday we're scheduled to talk about the situation as his client is an engineer-type analytical person and wants to see the numbers.",True,2013-06-05T14:48:39.000+0000,False,False,005G0000002gyFjIAI,2013-06-05T14:48:28.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(204)837-1299,(204) 291-0037,ralph@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Quotation;Analysis Document,1.0,0.0,0.0,,False,4684.0
500G000000EM01mIAD,False,,00002259,003G0000018f7TEIAY,001G000000urMxiIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Brio-Tech Pressure Controls Inc. (Amendment),Medium,Amendment to add dispensing fee deductible to drug plan.  No additional premium generated,True,2013-06-05T15:38:24.000+0000,False,False,005G0000002gy37IAA,2013-06-05T15:20:23.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780)428-5321,(780) 991-7737,ian@umbriafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM0H9IAL,False,,00002258,003G0000018f6c1IAA,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Creating an ERIC for an inforce policy,Medium,"McKenna
Dan will have to play around with a new illustration as an Eric is not available for existing illsutrations",True,2013-06-28T15:26:29.000+0000,False,False,005G0000002gy4fIAA,2013-06-05T15:13:51.000+0000,005G0000002gy4fIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(289)337-4440,(289) 337-4440,dan.haney@parkgatefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy4fIAA,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM1eOIAT,False,,00002260,003G0000018f7kqIAA,001G000000urMyrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nelson Law - Overage Disabled Dependant,Medium,"Wrong form completed and faxed.  I have emailed Dave the correct form with instruction to have completed and I will attach the incorrect faxed form with physician's notes so client does not have to visit with doctor again.  Fax rec'd on June 4, request for correct form sent on June 4.",True,2013-11-19T19:23:05.000+0000,False,False,005G0000002gy7UIAQ,2013-06-05T17:00:12.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902) 798-0859,(902) 798-6187,dfudge@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM1hIIAT,False,,00002261,003G0000018f7kUIAQ,001G000000urMzlIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Blaze Marketing - Extension of Benefits,Low,"EE being let go.  Client wanted to know when the ee would be removed from the plan and what is the process to extend benefits for a period of time. Email sent with their options.

Client did not extend benefits.",True,2013-11-19T19:21:26.000+0000,False,False,005G0000002gy7UIAQ,2013-06-05T17:03:43.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)446-7000,(902) 489-1111,dmoore@themoorewealthgroup.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM1pPIAT,False,,00002262,003G0000018f81XIAQ,001G000000urMzSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Rolling Phones - Group Coversion,Low,EE would like information on conversion of Health and Dental.  No conversion option however they were directed to PDAdmin to get quote on guaranteed product.,True,2013-06-13T12:43:37.000+0000,False,False,005G0000002gy7UIAQ,2013-06-05T17:28:06.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902) 564-1277,,lowell@brydeninsurance.com,(902) 564-1277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM22vIAD,False,,00002263,003G0000018f7kbIAA,001G000000urMzMIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Pictou Landing Band Council Plan Option to help with cost,Medium,We are adding a carved out drug card to work with the Government NIHB. Waiting for employee and dependant information to complete this case. Last spoke with John June 5th.,True,2014-02-13T14:58:06.000+0000,False,False,005G0000002gyD7IAI,2013-06-05T17:42:06.000+0000,005G0000002gyD7IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902) 752-3510,(902) 759-2154,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyD7IAI,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM29nIAD,False,,00002268,003G0000018f6SoIAI,001G000000urMofIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,"Engcomp Engineering and Computing Professionals, Policy #258475",Medium,"Group being marketed - Sunlfie and Blue Cross
Need to reduce Health and Dental fees
Amendment Quote:
1. Reduce Parameds to Basic coverage
2. Change Drugs to NASA
3. Change Dental Fee Guide to General Practitioners only",True,2013-07-15T17:17:08.000+0000,False,False,005G0000002gyEtIAI,2013-06-05T18:51:17.000+0000,005G0000002gyEtIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(306)922-4414,(306) 961-7909,les.mewis@freedom55financial.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,Quotation,3.0,0.0,0.0,,False,4684.0
500G000000EM2EYIA1,False,,00002265,003G0000018f7r5IAA,0015o000008Cz01AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,"Sunchild First Nation, Policy #200419",Medium,"Amendment Quote:

1. Life to $200K max
2. STD to $1,200 max
3. LTD to $5,000 max / 24 month 'own occ' with 60% sub assess
4. Vision to $300
5. Parameds to $500

Amendment Quote emailed to Stuart June 7th",True,2014-10-16T23:23:33.000+0000,False,False,005G0000002gyEtIAI,2013-06-05T18:15:19.000+0000,005G0000002gyEtIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,1 (800) 667-4712,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,Quotation,3.0,0.0,0.0,,False,4684.0
500G000000EM2I0IAL,False,,00002267,003G0000018f7r5IAA,0015o000008Cz01AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,"Fond du Lac Education, Policy #215150",Medium,"Amendment Quote:
1. LTD to 24 month, own occ with 60% sub assess
2. Vision to $300

Amendment Quote emailed to Stuart June 7th.",True,2014-07-08T21:41:42.000+0000,False,False,005G0000002gyEtIAI,2013-06-05T18:27:25.000+0000,005G0000002gyEtIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,1 (800) 667-4712,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,Quotation,3.0,0.0,0.0,,False,4684.0
500G000000EM2OlIAL,False,,00002264,003G0000018f7r5IAA,0015o000008Cz01AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,"Black Lake First Nations Administration, Policy #217067",Medium,"Amendment quote changing LTD definition to 'own occ', 24 months and 60% subsequent assessment.
Vision to $300

Amendment quote emailed to Stuart June 7th.",True,2014-10-16T23:22:44.000+0000,False,False,005G0000002gyEtIAI,2013-06-05T18:07:54.000+0000,005G0000002gyEtIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,1 (800) 667-4712,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,Quotation,3.0,0.0,0.0,,False,4684.0
500G000000EM2baIAD,False,,00002266,003G0000018f7r5IAA,0015o000008Cz01AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,"Black Lake Band, Policy #200510",Medium,"Amendment Quote:
1. Life to $200K
2. STD to 1-8-17 / $800 max
3. LTD to 24 month, own occ with 60% sub assess
4. Class 1 Drugs to $15K
5. Class 2 Drugs to 100% coinsurance
6. Class2 - add enhanced Parameds same as Class 1 (ensure both Classes have enhanced Paramed coverage)
7. Vision to $300",True,2014-10-16T23:23:49.000+0000,False,False,005G0000002gyEtIAI,2013-06-05T18:23:01.000+0000,005G0000002gyEtIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,1 (800) 667-4712,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4684.0
500G000000EM2uOIAT,False,,00002273,003G0000018f6t1IAA,001G000000urMwbIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,rénumération,High,veut savoir si reer liberte a ferr london permettra une nouvelle rénumération,True,2013-06-05T20:43:54.000+0000,False,False,005G0000002gxyIIAQ,2013-06-05T20:40:58.000+0000,005G0000002gxyIIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(450)818-9808,(514) 918-0312,louis.lamontagne@orchestro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyIIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4684.0
500G000000EM3MDIA1,False,,00002269,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Stony Plain Veterinary Clinic Ltd. (Amendment),Medium,"Increase life NEM from 90,000 to 100,000.  No additional premium generated at this time",True,2013-06-05T19:40:55.000+0000,False,False,005G0000002gy37IAA,2013-06-05T19:36:30.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM3iNIAT,False,,00002270,003G0000018f7CZIAY,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,3 dossiers: état de santé,Low,"50k, 65 years old (doesn't want LL)
Referred to Sandra Aimé

Diabète pré-tarif Manu (refusé chez nous)

Cancer du sein (stand by additional basic info)",True,2013-08-09T15:08:20.000+0000,False,False,005G0000002gyBkIAI,2013-06-05T20:03:07.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)331-5838,,gilles.caron@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM3vNIAT,False,,00002271,003G0000018f6jPIAQ,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Existing client Carmichael,Medium,Questions/concerns addressed on our recommendation.,True,2013-06-05T20:26:28.000+0000,False,False,005G0000002gy4OIAQ,2013-06-05T20:26:09.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519) 967-1180,,patricia.jacob@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM42mIAD,False,,00002272,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,H & D Roofing Ltd. (Amendment),Medium,Remove healthcare from benefit plan,True,2013-06-05T20:34:19.000+0000,False,False,005G0000002gy37IAA,2013-06-05T20:33:57.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM4BZIA1,False,,00002274,003G0000018f7JjIAI,001G000000urMsXIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Kit HNW,Medium,Alain-Pierre Charles voulait qu on puisse lui batir des kits pour présentation et prise de données .,True,2013-06-05T20:47:50.000+0000,False,False,005G0000002gxyIIAQ,2013-06-05T20:47:35.000+0000,005G0000002gxyIIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)984-5870,(514) 984-5870,alainpierrecharles@apcplanfin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyIIAQ,,,,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4684.0
500G000000EM4EzIAL,False,,00002278,0030A0000029hN4QAI,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Safway Services Canada Inc. (Amendment),Medium,"Class 1: Increase major DC to 80%.  Increase combined DC max to $2,500.  Transfer cert #187, 14 & 186 to Class 1
Class 3: Increase HC, drugs & dental to 100%, major dental to 80%, combined DC max to $2,500
Add MRP at $3,000 to Class 3  **No increase in premium as no change to rates**",True,2013-06-05T22:00:03.000+0000,False,False,005G0000002gy37IAA,2013-06-05T21:59:42.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780)720-0192,,dan@ifg.ab.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM4iOIAT,False,,00002275,0030A0000029VciQAE,001G000000wjNqZIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Leo Chan Nobis Studio / Nobis Stuidos Inc.,Medium,did amendment to change company name from Leo Chan Nobis Studio to Nobis Studios Inc. along with Transfer of ownership,True,2013-06-05T21:40:19.000+0000,False,False,005G0000002gyDnIAI,2013-06-05T21:39:27.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780)431-0527,,,(780)437-1184,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM4idIAD,False,,00002276,003G0000018f7OBIAY,001G000000urMmxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,End Client Question,In Person,,Discussion around new opportunities,High,Production and case opportunity,False,,False,False,005G0000002gy1jIAA,2013-06-05T21:39:39.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(250)668-6387,(250) 668-6387,david@davidmccallum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Concept,0.0,0.0,0.0,,False,4684.0
500G000000EM4rwIAD,False,,00002277,003G0000018f7SCIAY,001G000000urMx9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,252070 - Trojan Welding & Repair Ltd.,Medium,Add Automatic Increase clause to STD,True,2013-06-05T21:58:17.000+0000,False,False,005G0000002gy3HIAQ,2013-06-05T21:57:55.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780) 822-1718,,darren@clearpointbenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM52dIAD,False,,00002279,003G0000018f7N5IAI,001G000000urMnoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Bouchard retirement plan,High,Case consultation,False,,False,False,005G0000002gy1jIAA,2013-06-05T22:14:57.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(604) 281-1006,,jreinbolt@harbourfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aVJMIA2,,,Analysis Document,0.0,0.0,0.0,,False,4684.0
500G000000EM58gIAD,False,,00002280,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,REQUESTED JUNE INVOICE AND LTD COVERAGE AMOUNTS PER EMPLOYEE.,High,SHARON SAGERT E-MAILED ON JUN 5 2013 AND REQUESTED THE JUNE INVOICE AND LTD COVERAGE AMOUNTS PER EMPLOYEE FOR POLICY # 271770 AND HAS BEEN PROVIDED WITH A PDF FILE.,True,2013-07-29T18:35:18.000+0000,False,False,005G0000002h5rnIAA,2013-06-05T22:29:06.000+0000,005G0000002h5rnIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4684.0
500G000000EM5KrIAL,False,,00002281,003G0000018f6vrIAA,001G000000urMunIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,"Our understanding is - once you start receiving income, the percentage applied to the withdrawal base remains the same as your age. Your income can increase if the lifetime income withdrawal base increases through resets, but the percentage applied to that remains the same.  e.g. start income at 65 and 4.2% is the guaranteed percentage.
Is that correct?
 
If you choose to stop income at some point - e.g. start at 60 - 3.8% guarantee - draw income for 4 years, then stop, and you restart income again in 2 years. Does your percentage change to that at age 66?? 4.2%?  If so, how long must you not withdraw income before the new percentage applies?",True,2014-07-22T21:50:20.000+0000,False,False,005G0000002gy1jIAA,2013-06-05T22:55:49.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(250)475-1108,(250) 727-1287,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzsIAA,,,Quotation;Concept,0.0,0.0,0.0,,False,4684.0
500G000000EM8DdIAL,False,,00002282,003G0000018f6VtIAI,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Client - Romeo,Medium,Client holds 130k nonreg with CIBC PPS Secure Income - Gave seg fund recomendation,True,2013-06-14T09:53:44.000+0000,False,False,005G0000002gy2SIAQ,2013-06-06T12:46:42.000+0000,005G0000002gy2SIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(416)938-6667,,luigi@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2SIAQ,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4683.0
500G000000EMAP7IAP,False,,00002283,003G0000018f6exIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,CKG Group Adding Orthodontic Coverage,Medium,Berit is recommending MRP and will advise us if this opportunity closes.,True,2014-12-01T12:04:21.000+0000,False,False,005G0000002gyBCIAY,2013-06-06T16:07:39.000+0000,005G0000002gyBCIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902) 422-1631 X245,,berit.andersen@freedom55financial.com,(902) 422-3493,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,1.0,0.0,0.0,,False,4683.0
500G000000EMBCfIAP,False,,00002290,003G0000018f6jZIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,La Maison Au Coucher Du Soleil Ltee #285858,Low,"Revised Renewal Rates down from proposed 32% to 25% and presented amendment options to remove semi-private hospital, Reduce Para from 100%-80% $500-$300 and Reduce Drug coverage from 80% to 75% - new overall renewal change reduced to 16.7%

Amendment Letter also provided for client to sign.",True,2014-12-13T02:46:09.000+0000,False,False,005G0000002gyBbIAI,2013-06-06T18:06:23.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)363-3322,(902) 848-6583,jgoucherinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,Marketing Piece;Analysis Document;Presentation,0.0,0.0,0.0,,False,4683.0
500G000000EMBE2IAP,False,,00002284,003G0000018f7RQIAY,001G000000urNDuIAM,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Richard Sherwood conversion,Medium,"Provided quotes, info, etc.  Application submitted, processed approved and converted (Enhanced Wealth $75,000).  Mailed to advisor June 5.",False,,False,False,005G0000002gxxpIAA,2013-06-06T17:18:20.000+0000,005G0000002gxxpIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905) 706-3953,,jim@roughleyewinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxpIAA,,,,,,,0.0,0.0,0.0,,False,4683.0
500G000000EMBikIAH,False,,00002286,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Gray-Egan,Medium,Looking for help on wanting to stop paying premiums.  Policy has a current loan balance.  Will assist with a plan change quote and illustration. Have asked Natalia to forward an inforce illustraiton along with the clients date of birth,True,2015-08-25T15:02:09.000+0000,False,False,005G0000002gy8vIAA,2013-06-06T17:47:59.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4683.0
500G000000EMBkLIAX,False,,00002285,003G0000018f7kTIAQ,001G000000urMyrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,South End Community Daycare,Medium,"The client came to realize on their May billing that an employee was being charged family rate since inception of the group, June 2011. 
Joan realizes that the client and herself have a responsibility in the issue. After a discussion with U&A we will be crediting the client back to their last renewal Agust 2012. The credit will be showing on their July bill.",True,2013-06-13T12:46:45.000+0000,False,False,005G0000002gy4lIAA,2013-06-06T17:47:51.000+0000,005G0000002gy4lIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902) 455-0998,,jkeighan@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,0.0,0.0,0.0,,False,4683.0
500G000000EMBn5IAH,False,,00002287,003G0000018f6gOIAQ,001G000000urMpgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Belton,Medium,Looking for a new RPU quote for the plan sold in 2011.  I have requested from life quote.,True,2015-08-25T15:05:50.000+0000,False,False,005G0000002gy8vIAA,2013-06-06T17:51:59.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)337-6553X24,(519) 466-4755,paul.craievich@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4683.0
500G000000EMBp6IAH,False,,00002288,003G0000018f7AYIAY,001G000000urMjXIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,SNC Lavelin,Medium,"Client wanted to know from David if any of the funds had exposure to SNC Lavelin.  

Will check with Mackenzie, BG and London Capital to see if any information is available.",True,2013-07-30T14:59:28.000+0000,False,False,005G0000002h9WtIAI,2013-06-06T17:53:51.000+0000,005G0000002h9WtIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(416) 250-5520 x 486,(416) 727-7071,david@boldfinancial.ca,(416) 250-5716,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4683.0
500G000000EMBpzIAH,False,,00002289,003G0000018f6gOIAQ,001G000000urMpgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,adding waiver of premium to inforce plan,Medium,have adivsed MG to complete a plan change quote.  Have advised the instructions to do so.,True,2015-08-25T15:03:04.000+0000,False,False,005G0000002gy8vIAA,2013-06-06T17:55:21.000+0000,005G0000002gy8vIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)337-6553X24,(519) 466-4755,paul.craievich@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4683.0
500G000000EMCClIAP,False,,00002291,003G000001C3YVYIA3,001G000000wjNqhIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,B.C.R. Equipment Limited Policy 280501,Medium,"Andy Hart working on the file for Jason Savoy. 

Looking for any cost savings options as business owner is looking to pull the plan. 

Options for amendment can be drastic",True,2014-12-13T02:46:37.000+0000,False,False,005G0000002gyBbIAI,2013-06-06T18:29:47.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,423-8294 ext 240,,andy.hart@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,Analysis Document,2.0,0.0,0.0,,False,4683.0
500G000000EMCKiIAP,False,,00002292,003G0000018f6deIAA,001G000000urMoXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Life Claim Form for Blue Quills First Nations,Medium,emailed to advisor Life Claim Form & Life Claim Guide,True,2013-06-06T18:40:38.000+0000,False,False,005G0000002gyDnIAI,2013-06-06T18:38:08.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(587)525-6089,,rwalker@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4683.0
500G000000EMCi1IAH,False,,00002293,0030A0000029o1ZQAQ,001G000000vkoYSIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,R. Lowell Maclaughlin Policy #220331,Medium,"Two employees remain on plan and are looking to join Pharmacare. They would like to see amendment options to reduce the cost of the benefits plan as low as possible, specifically in the drugs while maintaining the health coverage. 

Paul may bring this to Blue Cross if savings are not significant enough.",True,2014-12-13T02:47:21.000+0000,False,False,005G0000002gyBbIAI,2013-06-06T19:11:49.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)318-0750,,firstlightinsurance@eastlink.ca,(902)863-1975,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,Analysis Document,1.0,0.0,0.0,,False,4683.0
500G000000EMDGYIA5,False,,00002296,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Émigrant aux USA,Medium,"Question d'Alain sur un titulaire de Vie20p (60K$ de primes annuelles), CEO d'une grosse compagnie, qui veut émigrer aux USA. Questions sur les impacts sur sa police Vie20p.",True,2013-10-03T12:48:05.000+0000,False,False,005G0000002gy8dIAA,2013-06-06T20:09:58.000+0000,005G0000002gy8dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8dIAA,,,,,,,0.0,0.0,0.0,,False,4683.0
500G000000EMDRpIAP,False,,00002294,003G0000018f6cXIAQ,001G000000urMnoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Greer case,Medium,Anne is doing a review with existing clients Greers. She has come to me for an opinion on their existing holdings and wants to see if there is an opportunity to look at consolidating assets. Client deals with a few banks.  Anne will meet with teh clients June 7 and will get back to meon the outcome,True,2014-10-30T23:57:30.000+0000,False,False,005G0000002gy1jIAA,2013-06-06T20:05:38.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(604)732-1508,(604) 671-0454,anne.hildebrandt@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aVJMIA2,,,Concept,1.0,0.0,0.0,,False,4683.0
500G000000EMDSOIA5,False,,00002295,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,HNW inquiry,Medium,Suk wanted to know if there was a lmitation of fund choices for the N-Series funds.,True,2013-06-06T20:07:58.000+0000,False,False,005G0000002gxzdIAA,2013-06-06T20:06:19.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4683.0
500G000000EMEMvIAP,False,,00002297,003G0000018f6hyIAA,001G000000urMnOIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Call regarding Case opportunities in Calgary,Medium,"Spoke with Mark Roberts and he told me Mathias met with a few clients in Calgary where there is potential Invetsment opportunities. 
Left a phone message with Mathias to let him know that Rob Gillings our PWC is available to work on HNW cases and is located in Calgary. If he needs to discuss any of these opportunities to call me back.",True,2013-12-05T17:56:25.000+0000,False,False,005G0000002gy1jIAA,2013-06-06T21:33:15.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(250)824-1114,(250) 616-1471,mathias.dimter@mdfinance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aVJMIA2,,,,2.0,0.0,0.0,,False,4683.0
500G000000EMHBiIAP,False,,00002299,003G0000018f6sFIAQ,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Econo conversion on WPD,Medium,"Will they continute to waive premiums when an econo is converted to perm?

Email sent to indivudal client service on June 6th",True,2013-07-12T18:07:43.000+0000,False,False,005G0000002gyB3IAI,2013-06-07T11:58:51.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,709-722-7861,,ted.langin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4682.0
500G000000EMHDiIAP,False,,00002298,003G0000018f7KgIAI,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Barbara Gosse,Medium,"Currently not working, wants to convert to perm, will we waive the premiums if she subsequently goes on WPD?",True,2013-07-05T17:51:34.000+0000,False,False,005G0000002gyB3IAI,2013-06-07T11:47:30.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4682.0
500G000000EMIWlIAP,False,,00002302,003G0000018f720IAA,001G000000urMq5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,In Person,,AOR,High,Spoke with Dave about getting an AOR letter for Silver Birch,True,2013-06-07T15:34:17.000+0000,False,False,005G0000002gy3DIAQ,2013-06-07T15:34:07.000+0000,005G0000002gy3DIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(226)338-2131,,david@davidmcmullin.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3DIAQ,,,,,,,0.0,0.0,0.0,,False,4682.0
500G000000EMIhoIAH,False,,00002306,003G0000018f6TiIAI,001G000000urMtJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Unsworth Kachafanas - 251236,Medium,"Checked the LTD eligibility for Employee cert #2 . She is eligible for $4842 . She was medically underwritten July 2011  NEM is only 2250. Her actual earnings were updated which  would have raised her eligible LTD amount to $5,000. 

I explained to Phil that she will need to provide medical evidence again to receive coverage up to $5000 from her current coverage.",True,2014-12-13T02:47:42.000+0000,False,False,005G0000002gyBbIAI,2013-06-07T17:32:44.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)371-5998,(902) 371-5998,phil@cgordoncapital.ca,(902)564-9276,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,,0.0,0.0,0.0,,False,4682.0
500G000000EMIzXIAX,False,,00002300,003G0000018f73vIAA,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Pension Question,Medium,Wanted to know if company matching would end if he transferred his pension over to us.,True,2013-06-07T15:13:02.000+0000,False,False,005G0000002gy3dIAA,2013-06-07T15:12:44.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,519-650-8111,,daniel.white@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4682.0
500G000000EMJGJIA5,False,,00002301,003G0000018f6erIAA,001G000000urMvQIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Cliente qui désire annuler son contrat puisqu'assurer en collectif,High,"Pascale se questionne sur la définition de propre emploi du collectif (au dire de la cliente). Après analyse du contrat collectif, tout emploi après 2 ans. Pascale tente de sauver le contrat.",True,2013-10-24T23:07:48.000+0000,False,False,005G0000002gyBhIAI,2013-06-07T15:31:52.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)849-3261,,pascale.cauchi@pcplanification.com,,,,,,,,,,,Desjardins,Desjardins,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4682.0
500G000000EMJJ8IAP,False,,00002303,003G0000018f6RRIAY,001G000000urMvSIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Kovalec,High,"7/06/2013 La tarification n'a pas reçu de demande pour l'assurance invalidité, seulement l'assurance frais généraux. Nous tentons d'émettre un contrat suite à la réception de la cotation signé du client par l'entremise de Bob. Kris Terhuis tente de faire émettre sans exigence de tarification supplémentaire.",True,2013-10-24T23:08:45.000+0000,False,False,005G0000002gyBhIAI,2013-06-07T15:34:27.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)697-5800,,robert.spencer@smwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4682.0
500G000000EMJSZIA5,False,,00002304,003G0000018f7EfIAI,001G000000urMq5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,In Person,,Robin Hood,High,Spoke with Erik about this case today trying to see what we can do to the quote to reduce the premium.,True,2013-06-07T15:41:45.000+0000,False,False,005G0000002gy3DIAQ,2013-06-07T15:41:18.000+0000,005G0000002gy3DIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519) 650-8111,,erik.horner@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3DIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4682.0
500G000000EMJVjIAP,False,,00002305,003G0000018f6R2IAI,001G000000urMq5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,In Person,,C.A.S Marine,Medium,Spoke with Mark about this quote. Went through and expalined a few things as he is new to group.,True,2013-06-07T15:44:34.000+0000,False,False,005G0000002gy3DIAQ,2013-06-07T15:44:12.000+0000,005G0000002gy3DIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(226)924-4990,(226) 924-4990,msimpson@genesiswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3DIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4682.0
500G000000EMKSNIA5,False,,00002307,003G0000018f6jZIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Digby Clare Home Support,Medium,Chatted with Chris updated employee billing spreadsheet to reflect new benefit splits. Emailed off to Chris.,True,2014-12-13T02:48:08.000+0000,False,False,005G0000002gyBbIAI,2013-06-07T17:56:21.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)363-3322,(902) 848-6583,jgoucherinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4682.0
500G000000EMLNjIAP,False,,00002308,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Duraguard Fence Ltd. (Amendment),Medium,"Increase LTD NEM from  3,950 to 4,300.  No additional premium generated at this time",True,2013-06-07T18:13:02.000+0000,False,False,005G0000002gy37IAA,2013-06-07T18:12:26.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4682.0
500G000000EMLQmIAP,False,,00002309,003G0000018f7SUIAY,001G000000urMxdIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,223503 - Electric Insulation Materials Ltd. - LTD NEM increase,Medium,Amendment to go from 0 to 1200 - approval from HO rec'd at renewal time.,True,2013-06-07T18:13:49.000+0000,False,False,005G0000002gy3HIAQ,2013-06-07T18:13:20.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780) 418-4646,(780) 289-5454,mscott@safcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4682.0
500G000000EMLl1IAH,False,,00002310,003G0000018f76fIAA,001G000000urMp4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Waiting Period and EE Meeting,Medium,"Right Way Automotive wait period is 0  months, shoul be 3. Need exception to back date to March 1st as we have 1 late app.  No other ee's impacted by change.

Group also wants EE meeting focued on GNPM.",True,2015-01-20T14:17:00.000+0000,False,False,005G0000002gyCdIAI,2013-06-07T18:37:08.000+0000,005G0000002gyCdIAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(705)806-8341X4267,(705) 690-4258,sean@monahanfinancial.ca,(705)805-7806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,Concept,0.0,0.0,0.0,,False,4682.0
500G000000EMM71IAH,False,,00002311,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Corporate Class funds,Medium,Needed some details answered about the Quadrus Corporate Class N-Series funds.,True,2013-06-07T19:19:20.000+0000,False,False,005G0000002gxzdIAA,2013-06-07T19:18:18.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4682.0
500G000000EMO3JIAX,False,,00002312,003G0000018f7r2IAA,001G000000urN6bIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Looking for return info for High Yield Savings Account,Medium,,True,2013-06-07T21:48:11.000+0000,False,False,005G0000002gy6dIAA,2013-06-07T21:48:03.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(306)343-9463,,shawn.windrem@wfgi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4682.0
500G000000EMZBYIA5,False,,00002313,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,INQUIRED FOR THE DRUGS COVERED UNDER PLAN 61 FOR A GROUP.,Medium,SHARON SAGERT E-MAILED AND WAS INQUIRING WHETHER FERTILITY AND ANTI-OBESITY DRUGS ARE COVERED UNDER PLAN 61 FOR POLICY # 273837 AND IS PROVIDED WITH AN ANSWER.,True,2013-07-29T18:35:53.000+0000,False,False,005G0000002h5rnIAA,2013-06-10T16:08:50.000+0000,005G0000002h5rnIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMaAYIA1,False,,00002314,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Conquest Coil 281663,Medium,change fo company name,True,2013-09-20T17:12:21.000+0000,False,False,005G0000002gy2oIAA,2013-06-10T17:23:57.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMaDuIAL,False,,00002315,003G0000018f6SlIAI,001G000000urMtFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Annapolis Valley First Nations,High,"Drug card issue for dependant daughter.  GCCS has been emailed and are looking into this.  Assure was contacted by Pharmacy and given a couple of different answers.

Nov 6 - Employee Minard still having issues with claims for non-status dept's.  Amendment dated August 1 should have been backdated to April 1 to accomodate the declined claims.  HO has given approval and are working on this.  In the meantime, current claims are being declined at the Pharmacy.  HO worked on this issue and fixed it.  I have confirmed with the Pharmacy that drug claims are now going through their system.  Scott was emailed.",True,2013-11-19T19:17:08.000+0000,False,False,005G0000002gy7UIAQ,2013-06-10T17:23:58.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)678-2788,(902) 680-3456,snichols@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,2.0,0.0,0.0,,False,4679.0
500G000000EMb3NIAT,False,,00002317,003G0000018f78wIAA,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Leverage Loan,Low,John is looking to start selling leverage loans.  Wanted some details on the product and some sales tips.  He will be getting back to me once he has a prospect.,True,2013-06-10T18:25:29.000+0000,False,False,005G0000002gy3dIAA,2013-06-10T18:25:23.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519) 650-8111,,johnc.miller@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMb4QIAT,False,,00002316,003G0000018f6XsIAI,001G000000urMu4IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Low,,True,2013-06-10T18:25:26.000+0000,False,False,005G0000002gy2wIAA,2013-06-10T18:25:14.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(416)850-7147X322,(416) 450-6376,jeremy@fedorsenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMbAAIA1,False,,00002324,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,In Person,,PBO for an Engineering Company,Medium,"Met with Dave and Nadia at their office on Tuesday June 4th at 11:30am. Dave indicated that he had a possible PBO for a new engineering company. Sounds as though the company has been around for 3-4 years, however has grown significantly in the last 1-2 years. We left the meeting off that Dave would collect more information for me. I also indicated that I would send him some information.

PBO brochure emailed out on Monday June 11th along with eligibility on PBO and tax implications. We discussed structure at the meeting, therefore this would be a worthwhile brochure.",False,,False,False,005G0000002gy08IAA,2013-06-10T19:42:03.000+0000,005G0000002gy08IAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMbTQIA1,False,,00002318,003G0000018f7kFIAQ,001G000000urMz5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Cresco Investments,High,Cresco was setup incorrectly due to the advisors request. As per email we will need to restructure the plan.,True,2014-02-13T14:58:33.000+0000,False,False,005G0000002gyD7IAI,2013-06-10T18:50:47.000+0000,005G0000002gyD7IAI,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902) 421-1908,,chrism@cjmsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyD7IAI,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMbXMIA1,False,,00002319,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Child included in Preferred Pricing,Medium,,True,2013-06-10T18:54:57.000+0000,False,False,005G0000002gy6dIAA,2013-06-10T18:54:35.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4679.0
500G000000EMbdzIAD,False,,00002320,003G0000018f7PyIAI,001G000000urMxmIAE,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Dental Surgeon,Medium,"Greg called me to discuss a new case. Client is a dental surgeon and his lendor is requesting that he obtain boe and personal DI coverage. He has moved from an associate role to opening a new practice. I told Greg that there is still a good chance he could get BOE but we will want to see a lease agreement and any other expenses that he can prove that are upcoming. Ex. Salaries of employees, etc.",False,,False,False,005G0000002gy08IAA,2013-06-10T19:04:49.000+0000,005G0000002gy08IAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(403) 823-4212,,advisorone@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMbh2IAD,False,,00002321,003G0000018f6iAIAQ,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Pay off loan balance and tx dividend values to seg fund,Low,"Client: Paczinsky - 1414385

Client wants to pay off their loan balance and withdraw extra dividend values while leaving basic insurance inforce ($5,000).

Currently this client’s dividends are $11,419.50, the loan is $7,614.60.

Ideally, tx remaining cash values to seg fund TAX FREE.  Advisor has done this with LL products before.  

Used H901 form.",True,2013-07-19T17:22:44.000+0000,False,False,005G0000002gyDWIAY,2013-06-10T19:05:20.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(250)763-1114,(250) 899-2337,tamara@clearworthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMbqJIAT,False,,00002322,003G0000018f6aGIAQ,0015o000008Cz2UAAS,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Email,,Partner Buy Out - occ class?,Medium,"Mario's assistant(Kelcey) emailed me about an occ class for an owner of a company...They are looking to quote partner buy out. I indicated the client would be a 4A, but if they need further assistance to let me know.",False,,False,False,005G0000002gy08IAA,2013-06-10T19:14:52.000+0000,005G0000002gy08IAA,2024-03-11T15:14:54.000+0000,0055o0000019VX9AAM,2024-03-11T15:14:55.000+0000,(403)262-2080,,mpaolucci@hamiltonandpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMbvEIAT,False,,00002323,003G0000018f6XcIAI,001G000000urMoWIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Phone,,Partner Buy Out,Medium,John emailed me for marketing information on Partner buy out. He also wanted to discuss the best start date. I emailed John on Friday June 7th with recommendations on structure and eligibility for PBO.,False,,False,False,005G0000002gy08IAA,2013-06-10T19:19:36.000+0000,005G0000002gy08IAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780)428-8585,(780) 970-1984,john@csfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMcJBIA1,False,,00002325,003G0000018f6xxIAA,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Moving Old to New,Medium,Rav has been with F55 now for seven years and now wants to move some of his original clients to the new system.,True,2013-06-10T19:50:13.000+0000,False,False,005G0000002gy3dIAA,2013-06-10T19:50:09.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)498-2222,(519) 650-8111,rav@aretefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMdLhIAL,False,,00002326,003G0000018f6T7IAI,001G000000urMqlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,David sold PS2 by mistake intending the TFSA to be PS1. Can a simple fund switch resolve this,High,,True,2013-06-10T21:12:13.000+0000,False,False,005G0000002gy7yIAA,2013-06-10T21:12:07.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905) 276-1177 x 404,,david.moir@londonlife.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMdMgIAL,False,,00002327,003G0000018f6mjIAA,001G000000urMqhIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Transferring a USA 401k to Canadian RRSP,High,"Sanjay has 100k+ 401 k with John Hancock.
I sent him 3 memos (Advanced Sales Article + mackenzie Tax & Estate + article from website on issues involving USA Individual Retirement Accounts (IRA) to Canada - including 401k which is mostly similar to our DB pension according to our article

He mentioned John Hancock does this all the time with Manulife which makes sense since Manulife bought John Hancock a few years ago",True,2013-06-10T21:16:53.000+0000,False,False,005G0000002gy7yIAA,2013-06-10T21:16:21.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)276-1177,(416) 268-6907,sanjaykhanna@taxacc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMdYqIAL,False,,00002328,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Email,,Individual DI vs. Group LTD,Medium,Tom asked me to review a client's group LTD with RBC and provide some comments on why he should obtain individual coverage. Looked to be a top up opportunity as he earns $200k per year.,False,,False,False,005G0000002gy08IAA,2013-06-10T21:31:51.000+0000,005G0000002gy08IAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMde5IAD,False,,00002329,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Email,,Landscaper,Medium,"Tom contacted me about an occ class for a landscaper.

Client wanted to know difference between individual coverage vs, Synergy. I sent Tom a comparison between Synergy and purchasing individual products. Sent him the information on Tuesday June 4th.",False,,False,False,005G0000002gy08IAA,2013-06-10T21:37:26.000+0000,005G0000002gy08IAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4679.0
500G000000EMhbPIAT,False,,00002330,003G0000018f7wuIAA,001G000000urN60IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Adding additional monies to Preferred Series policies,High,"Gary looking to confirm next fee pricing band so he can increase current holdings in the Preferred Series and obtain lower pricing.

Talked to Gary and he wants to amalgamate monies to GWL. $3.6mill in RBC. RBC is offering him 1% fee on Advisor Managed Account.  He will look into whether 1% is including HST.",True,2013-06-24T22:48:43.000+0000,False,False,005G0000002gy4kIAA,2013-06-11T13:20:08.000+0000,005G0000002gy1wIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)639-4287,(905) 407-8530,g.winch@winchgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,1.0,0.0,0.0,,False,4678.0
500G000000EMiAsIAL,False,,00002331,003G000001NrV25IAF,001G000000urMq5IAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Transfer from GRS - Betty Walter,Medium,Delaat looking at options for a client that has $48k of locked in money coming from GRS.  Getting him an annuity quote.,True,2014-02-26T16:48:47.000+0000,False,False,005G0000002gy3dIAA,2013-06-11T14:21:22.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519)885-5177,5195728648,james@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4678.0
500G000000EMkCuIAL,False,,00002332,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,West Pembina Pump & Equipment (Amendment),Medium,"Add division 7 ""Len-Car Contracting"".  Change drugs from NASA to PDD 61
Increase out-of-country coverage from 60 days to 90 days.
Increase dental scaling units from 10 to 14 units
Addional monthly premium $0",True,2013-06-11T16:23:16.000+0000,False,False,005G0000002gy37IAA,2013-06-11T16:22:42.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4678.0
500G000000EMlRCIA1,False,,00002334,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,NaviPlan retirement planning for his Air Canada client leaving a pension,High,Ian wasn't comfortable using Naviplan.  We went through the case together and he is more confident presenting the findings knowing how it works,True,2013-06-11T18:04:18.000+0000,False,False,005G0000002gy7yIAA,2013-06-11T18:04:12.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4678.0
500G000000EMlybIAD,False,,00002336,0030A00000BHNAnQAP,001G000000vllx6IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Landsong Heritage Consulting Ltd. (Amendment),Medium,ADD MRP EFFECTIVE APRIL 1/13,True,2013-06-11T18:51:43.000+0000,False,False,005G0000002gy2oIAA,2013-06-11T18:51:03.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780)423-3623,,bchahley@rfm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4678.0
500G000000EMm52IAD,False,,00002335,003G0000018f71mIAA,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Rating on illustration,Low,"Asking for what the codes are in relation to ratings....ex.  150% = class rating 1

Sent her the LL and GWL page.",True,2013-06-11T19:41:36.000+0000,False,False,005G0000002gy9EIAQ,2013-06-11T18:42:21.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,905-475-0122,,tracey.klodt@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4678.0
500G000000EMmHZIA1,False,,00002341,0030A0000029mRtQAI,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB,Medium,Inquired about LIB client and her LIB fees on statement.,True,2013-06-11T20:12:27.000+0000,False,False,005G0000002gxzdIAA,2013-06-11T20:11:45.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(514)331-5838X269,,fran.hepworth@londonlife.com,(514)331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4678.0
500G000000EMmQeIAL,False,,00002337,003G0000018f7jWIAQ,001G000000urMzVIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,270320 - Lake Mechanical - Retroactive amendment to add MRP,High,Dental claims incurred January 2013.  Client and Advisor thought MRP was already in place.  Marianne Boyer has already approved back dated amendment.  Waiting on MRP back dated letter and MRP paperwork from client.,True,2013-11-19T19:40:27.000+0000,False,False,005G0000002gy7UIAQ,2013-06-11T19:11:49.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902) 405-7272,,jeff.gillespie@mathicabenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4678.0
500G000000EMmcGIAT,False,,00002338,003G0000018f7S7IAI,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,St. AB Soccer Assoc - 281347 del dep life - life inc to 1 x sal $150 o/m,Medium,considering adding HC and DC and improve plan overall in general to attract better/more employees.  Plan needs to be in line with Alberta Soccer Assoc - made changes to plan,True,2014-02-04T17:42:34.000+0000,False,False,005G0000002gy2oIAA,2013-06-11T19:25:24.000+0000,005G0000002gy2oIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(587)855-6836,,greg@staterafp.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4678.0
500G000000EMmoSIAT,False,,00002339,003G0000018f6dYIAQ,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Transfer of ownership Individual to Corporation,Medium,Process and forms for transferring the individual plans to corporate ones....,True,2013-06-11T19:45:44.000+0000,False,False,005G0000002gy9EIAQ,2013-06-11T19:45:25.000+0000,005G0000002gy9EIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(416)543-1057,(416) 500-2370,brock@wilimekwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4678.0
500G000000EMmvwIAD,False,,00002340,003G0000018f6udIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA for a new Canadian here since 2011,Medium,"We discussed the available lifetime limit which he is close to.  He has only had income this year so not yet eligible for an RRSP until 2014.  Once TFSA is maxed out (another 5k or so), the only option is a non reg account",True,2013-06-11T19:53:38.000+0000,False,False,005G0000002gy7yIAA,2013-06-11T19:53:29.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,905-276-1177,(647) 773-2799,silvia.barajas@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4678.0
500G000000EMnGLIA1,False,,00002342,003G0000018f6vAIAQ,001G000000urMoeIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,In Person,,Taurus Woodwork,Medium,change of company name,False,,False,False,005G0000002gy2oIAA,2013-06-11T20:21:53.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(780)702-5802X227,,blaine@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4678.0
500G000000EMnW9IAL,False,,00002343,003G0000018f6ymIAA,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Low,,True,2013-06-11T20:47:38.000+0000,False,False,005G0000002gy2wIAA,2013-06-11T20:47:29.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905)475-0122,(905) 868-0863,robert.telford@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4678.0
500G000000EMo9cIAD,False,,00002344,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Pricing Comparison - Ostreman Cort,Medium,,True,2013-06-11T22:02:43.000+0000,False,False,005G0000002gy6dIAA,2013-06-11T22:02:31.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,1.0,0.0,0.0,,False,4678.0
500G000000EMqgwIAD,False,,00002348,003G0000018f7k7IAA,001G000000urMyrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Yarmouth Forklift,Medium,this group has been purchased by Atlantic Crane. The advisor requested I contact the payroll/accounting department to have them set up with GroupNet access for Yarmouth Forklift. Emailed GroupNet access form.,True,2013-06-13T12:41:59.000+0000,False,False,005G0000002gyAKIAY,2013-06-12T11:57:45.000+0000,005G0000002gyAKIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902) 749-0220,,gkr@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4677.0
500G000000EMqiAIAT,False,,00002346,003G0000018f7kDIAQ,001G000000urMzNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Fowler Bauld & Mitchell,Low,"Spoke with plan admin ( June 10), Craig, regarding premium. Advised him that the premium we recieved didn't pay him up to date - we are still requiring May's premium. 
He was to get back to me to let me know when a cheque was ready for me to pick up to bring the group up to date",True,2013-06-13T12:43:28.000+0000,False,False,005G0000002gyAKIAY,2013-06-12T11:48:09.000+0000,005G0000002gyAKIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902) 466-1035,(902) 402-4412,joe@foxgrovebenefits.com,(902) 466-1044,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4677.0
500G000000EMqiiIAD,False,,00002345,003G0000018f6TpIAI,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Mill Cove Dental - On Line Claims Question,Medium,"Donna was not reimbursed by direct deposit, she was sent a chq.  She will keep an eye on her next submission and if it happens again we will investigate.",True,2013-11-19T19:41:05.000+0000,False,False,005G0000002gy7UIAQ,2013-06-12T11:44:21.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,902-422-1631,,gerard.mackinnon@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,1.0,0.0,0.0,,False,4677.0
500G000000EMqksIAD,False,,00002347,003G0000018f7lTIAQ,001G000000urMzFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Denovamed,Low,"June 10 - group was in arrears however, the EFT info was submitted with the new group. H/O confirmed it wasn't set up. Mike advised okay to proceed with setting it up and making a withdrawl on June 15 to bring group up to date.",True,2013-06-13T12:43:00.000+0000,False,False,005G0000002gyAKIAY,2013-06-12T11:52:16.000+0000,005G0000002gyAKIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4677.0
500G000000EMrvSIAT,False,,00002349,003G0000018f6cQIAQ,001G000000urMvVIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Waegwoltic,Medium,Request from Rob to fix an issue with one of the employees of this group regarding co-ordination of benefits. One of the children are covered to be coverered under the ex-spouse and one is not. Have sent h/o an email to correct and reassess the claims put through for the one that is not to be set up under the ex-spouse.,True,2014-10-31T14:35:58.000+0000,False,False,005G0000002gyAKIAY,2013-06-12T14:21:36.000+0000,005G0000002gyAKIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(902)425-8223,(902) 430-5716,rob.healy@healyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4677.0
500G000000EMsGzIAL,False,,00002350,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Boughner,Medium,Mr. Boughner is retiring from Dofasco and wants to convert his life insurance,True,2014-01-09T15:35:02.000+0000,False,False,005G0000002gy2jIAA,2013-06-12T14:53:04.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4677.0
500G000000EMsJyIAL,False,,00002351,003G0000018f7aeIAA,001G000000urNAuIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Kelford Industrial Sales 274880,Medium,"requested quote to remove deferred drugcard, make it a full drugcard and add dental.",True,2013-07-30T15:23:57.000+0000,False,False,005G0000002gy74IAA,2013-06-12T14:58:24.000+0000,005G0000002gy74IAA,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(519) 829-2860,,michele@bensol.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy74IAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4677.0
500G000000EMsPxIAL,False,,00002354,003G0000018f7DzIAI,001G000000urMspIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Budgell's Equipment & Rentals Open Enrollment Amendment,High,"Adding 40 employees to the group, a subsidiary company, and a total of 4 classes. Quotes have been sent to Jonathan, he is happy with the rates and the plan design. Just waiting on the client to send back all enrollment forms, then we have to do up an amendment letter with all the changes. This will be  July 1 start date.",True,2015-04-18T00:30:33.000+0000,False,False,005G0000002gyCEIAY,2013-06-12T15:22:25.000+0000,005G0000002gyCEIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(709)673-5550,(709) 673-7888,jonathan.noel@prosperitywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCEIAY,,,,,,Quotation,2.0,0.0,0.0,,False,4677.0
500G000000EMsQmIAL,False,,00002353,003G000001C3Z7AIAV,001G000000wjNraIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Cadco Design Open Enrollment Amendment,High,"Roxanne has just recently AOR'ed the group. Adding 25 employees and 3 CANUS quotes. Amendments were sent to Roxanne. She may be requesting a 10% flat commission. Need to follow up to see if the rates look ok. 
Her meeting is on Friday.",True,2015-04-18T00:29:46.000+0000,False,False,005G0000002gyCEIAY,2013-06-12T15:19:23.000+0000,005G0000002gyCEIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(709) 753-4300,(709) 740-3524,roxanne.barrett@investorsgroup.com,(709) 754-0198,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCEIAY,,,,,,Quotation,5.0,0.0,0.0,,False,4677.0
500G000000EMsVuIAL,False,,00002352,003G0000018f7zXIAQ,001G000000urN07IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Hunt's Concrete,Medium,"Please check on system to see if Brad Harding and Beverly Mercer is showing.

Brad was a Late App, if he's not showing does he need any more documentation to submit? 
Bev was waived the waiting period. Where are her cards (Asks Roger)",True,2014-05-27T11:14:32.000+0000,False,False,005G0000002gyC9IAI,2013-06-12T15:15:55.000+0000,005G0000002gyCEIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(709) 682-6890,,roger_k_moores@warp.nfld.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyC9IAI,,,,,,,1.0,0.0,0.0,,False,4677.0
500G000000EMshHIAT,False,,00002355,003G0000018f7DzIAI,001G000000urMspIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Guy J. Bailey Open Enrollment Amendment,High,"Adding 24 employees to the group, a subsidiary company, and a total of 3 classes. Quotes have been sent to Jonathan, wating to see if he is happy with the rates and the plan design. Then waiting on the client to send back all enrollment forms, and we have to do up an amendment letter with all the changes. This will be  July 1 or August 1 start date.",True,2015-04-18T00:30:56.000+0000,False,False,005G0000002gyCEIAY,2013-06-12T15:25:30.000+0000,005G0000002gyCEIAY,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,(709)673-5550,(709) 673-7888,jonathan.noel@prosperitywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCEIAY,,,,,,Quotation,4.0,0.0,0.0,,False,4677.0
500G000000EMsumIAD,False,,00002356,003G0000018f6qkIAA,001G000000urMrmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Client Erin Moffatt,Low,This client wants to put these policies on premium vacation as per the advisor info that sold her the policies originally.  Needed to explain John how premium vacation works since one policy is in accumulation and the other with econolife.  This client is now in New Zealand working as a waitress.  She apparently travels the world and works when she needs money.  I suggested what he should write to her regading premium vacation.  I don't believe anymore help from me will be needed on this case.,True,2014-09-24T14:54:35.000+0000,False,False,005G0000002gy0PIAQ,2013-06-12T15:44:24.000+0000,005G0000002gy0PIAQ,2023-12-15T04:31:56.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:56.000+0000,613-748-3455,,john.palimaka@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4677.0
500G000000EMtpmIAD,False,,00002357,003G0000018f7l0IAA,001G000000urMzXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,NS Nurses Union,Medium,Bill wants to to rate history for the last five years.  In addition will be sending in booklets to compare plans with other Nurses Unions.,True,2013-06-27T16:30:40.000+0000,False,False,005G0000002gyBCIAY,2013-06-12T17:01:17.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902) 464-0542,,bmoore@morplanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,Analysis Document,1.0,0.0,0.0,,False,4677.0
500G000000EMty0IAD,False,,00002358,003G0000018f7k4IAA,001G000000urMyyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,3231915 Nova Scotia Limited o/a Forbes Restoration,Medium,Called to discuss the payment options for this group. This group is in 90 days in arrears and gone to collections and currently only has 2 ee's on the plan. New ee's are being placed on the plan - not sure when their wtg periods are up. Looking for an extenstion until July 15/2013 to pay premium.,True,2014-10-31T14:36:29.000+0000,False,False,005G0000002gyAKIAY,2013-06-12T17:09:11.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902) 429-4001,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4677.0
500G000000EMuvBIAT,False,,00002359,0030A0000029ngjQAA,001G000000wjNqXIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,Tronia Systems,Medium,added MRP + combined rates eff date of inception Apr 1 2013,False,,False,False,005G0000002gy2tIAA,2013-06-12T18:25:31.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)448-1988,,,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4677.0
500G000000EMv0kIAD,False,,00002360,003G0000018f74qIAA,001G000000urMthIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Manually run IRR for ROP on Child CI quotes,Medium,Waiting for quotes from Katrina,True,2013-06-19T21:56:02.000+0000,False,False,005G0000002gyDWIAY,2013-06-12T18:35:11.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250)718-7232,(250) 717-6774,katrina@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,Analysis Document,0.0,0.0,0.0,,False,4677.0
500G000000EMw6lIAD,False,,00002361,003G0000018f6b6IAA,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Reset Guarantee Document.,Medium,Spoke to Mark about moving his clients from the old platform to the new using the Reset Guarantee Document.,True,2013-06-12T20:07:16.000+0000,False,False,005G0000002gy3dIAA,2013-06-12T20:07:11.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)650-8111,5192122900,mark@genesiswealth.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4677.0
500G000000EMwMHIA1,False,,00002362,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Phone,,Architect,Medium,Dave Hawrlyk called to ask the reason behind the price difference between Boss and Professional. He is meeting with a male architect.,False,,False,False,005G0000002gy08IAA,2013-06-12T21:01:54.000+0000,005G0000002gy08IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4677.0
500G000000EMx55IAD,False,,00002363,003G0000018f6jBIAQ,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Life Insurance Positioning,Medium,Spoke with Irene about using sales tools to enhance the message she delivers to clients.  Highlighted tying position to the client needs assessment.,True,2013-08-01T20:41:02.000+0000,False,False,005G0000002gy5ZIAQ,2013-06-12T21:36:18.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)732-1508,,irene.sie@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4677.0
500G000000EMzqUIAT,False,,00002364,0030A0000029iFRQAY,001G000000wjNqGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Colchester East Hants Branch,Low,"P/A, Susan Henderson called wondeirng if ee's are able to delete/waive Dep Life and/or EAP, due to the cost of it. Called p/a back and left message advising that dep life is required if they have dependents and that the whole group would have to remove EAP, 1 ee is not able to waive.",True,2013-06-13T12:41:19.000+0000,False,False,005G0000002gyAKIAY,2013-06-13T11:36:35.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)566-4661,,terry.leier@investorsgroup.com,(902)423-8171,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4676.0
500G000000EN0KuIAL,False,,00002365,003G0000018f793IAA,001G000000urMt9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Giant Steps,Medium,"Advisor wanted to have the date of employment changed for an employee on their app (as the wrong one was indicated) however they had already been medically underwritten and declined the health coverage. Advised Andrew that since shes already been underwritten we cannot undo that. I did offer to go out to train the plan admin on  submitting app/late apps, dates of employment etc.",True,2013-07-02T13:06:57.000+0000,False,False,005G0000002gyAKIAY,2013-06-13T13:14:37.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)474-5433,(902) 830-5433,aparrott@eastportfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,1.0,0.0,0.0,,False,4676.0
500G000000EN13BIAT,False,,00002366,003G0000018f7FeIAI,001G000000urMrmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Troy Saikaley,Low,"Client Troy Saikaley has been incarserated for 20 yrs (Drugs).  Divorce settlement he has a policy on his life for the exwife which now he wants her to start paying the premiums and also pay the premiums on the two children policies, one which is loan to the max.  Advisor wants to know how much info can she give the exwife etc.",True,2014-09-24T14:53:18.000+0000,False,False,005G0000002gy0PIAQ,2013-06-13T14:35:23.000+0000,005G0000002gy0PIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,613-748-3455,(613) 286-6248,meleena@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4676.0
500G000000EN17XIAT,False,,00002367,003G0000018f77JIAQ,001G000000urMrjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Terence Thrasher 09F081020U,Medium,"Cheryl is still showing Kingston but is now working from the Ottawa office on Peggy Pratt team.
She has a 79 yr old client that has a UL policy that will laspe.  He does not want to increase his premium more then $125 monthly.  He has a policy loan of $2,470.23 and $125 will not keep the policy in force.  We cannot change the COI to level since he is now 79 yrs old.  I suggested to meet with the advisor and suggested a new sale.",True,2014-09-24T14:50:39.000+0000,False,False,005G0000002gy0PIAQ,2013-06-13T14:41:26.000+0000,005G0000002gy0PIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,613-732-3843,,cheryl.sharpe@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4676.0
500G000000EN3EkIAL,False,,00002368,003G0000018f6iIIAQ,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Vie universelle,Medium,Cleinta reçu une lettre indiquant qu'il doit envoyer un chèque de 5$,True,2013-06-13T17:51:37.000+0000,False,False,005G0000002gy1iIAA,2013-06-13T17:50:45.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(819)701-0903,(819) 701-0903,veronique.lessard@infovl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4676.0
500G000000EN3UsIAL,False,,00002369,003G0000018f6wnIAA,001G000000urMthIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Vrabel / Angle,Medium,"Looking to compete with mortgage protection and integrate with work benefits.  Trying to keep cost down.  Looked at Competitor + Age 65 CI.

Also, Roberta was having trouble with s/w updates.  They were downloading to her PC but not installing.  She talked with help desk and it was raised to level 2.",True,2013-07-19T17:23:23.000+0000,False,False,005G0000002gyDWIAY,2013-06-13T18:09:13.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250)718-7232,(250) 869-6335,roberta@springleaf.ca,(236)420-1180,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4676.0
500G000000EN3bPIAT,False,,00002370,003G0000018f7HRIAY,001G000000urMwKIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Possibilités de 2 EPP sur un split dollar,Medium,12/06/2013 J'ai laissé un message à lui mentionnant que ceci n'était pas possible. Je lui demande de me rappeller pour lui donner plus d'explication et aussi pour qu'on prenne un rendez-vous ensemble.,True,2013-10-24T23:07:23.000+0000,False,False,005G0000002gyBhIAI,2013-06-13T18:18:29.000+0000,005G0000002gyBhIAI,2024-05-07T01:06:35.000+0000,0050A000001TA3IQAW,2024-05-07T01:06:35.000+0000,(514)989-7000,(514) 894-4775,isabelle.tremblay@sfita.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,1.0,0.0,0.0,,False,4676.0
500G000000EN4VDIA1,False,,00002371,003G0000018f7gFIAQ,001G000000urN9TIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Confirmation en ce qui à trait au remboursement de la prime 15 et plus,Low,"12/06/2013: Milena demande une confirmation du type de remboursement 15 et plus sur 2 contrats existants. Effectivement, paye 100% après 15 ans. Je lui envoie un specimen du contrat.",True,2013-09-17T13:25:36.000+0000,False,False,005G0000002gyBhIAI,2013-06-13T19:33:24.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,,(514) 238-4447,louispoupart@sympatico.ca,(450) 659-2700,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4676.0
500G000000EN5FaIAL,False,,00002372,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Daniel,Medium,Mary at Vince Agro's office is looking after a group life conversion client for us.,True,2014-01-09T15:35:58.000+0000,False,False,005G0000002gy2jIAA,2013-06-13T20:26:35.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4676.0
500G000000EN936IAD,False,,00002373,003G0000018f6ZIIAY,001G000000urMtBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Eastwing,Medium,Currently has a high claiming dependant. Owner wants to add a 10% copay on drugs and hold the rates to help with the renewal. waiting for the amendment to be signed.,True,2014-02-13T14:58:56.000+0000,False,False,005G0000002gyD7IAI,2013-06-14T13:42:58.000+0000,005G0000002gyD7IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)220-1271,(902) 220-1271,chris@cpbarrettfinancial.com,(902)425-9518,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyD7IAI,,,,,,,0.0,0.0,0.0,,False,4675.0
500G000000EN97QIAT,False,,00002374,003G0000018f7KpIAI,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Advanced Wiring - Jason Webb,Medium,EE is a late app and he has a mistake made on ben des.  Plan Admin Heidi is sending Jason an EOI and Change form to complete.  He is to send it to me.,True,2013-11-19T19:39:04.000+0000,False,False,005G0000002gy7UIAQ,2013-06-14T14:39:22.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(506)639-3706,,dmacartney@belmontwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4675.0
500G000000EN9ZsIAL,False,,00002376,003G0000018f6swIAA,001G000000urMp4IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Andruschuk, T & J",Medium,"John came to me wanting to adjust the allocation on a portfolio that I had done a few years back.  He is worried that he has too much in the bond fund.  Wants to add the real estate fund.

August 2 - advisor has left the firm.",True,2013-08-03T15:58:13.000+0000,False,False,005G0000002gyCYIAY,2013-06-14T14:58:10.000+0000,005G0000002gyCYIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,705-675-8341,,john.hehn@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCYIAY,,,,,,Analysis Document,1.0,0.0,0.0,,False,4675.0
500G000000EN9ZzIAL,False,,00002375,003G0000018f6b9IAA,001G000000urMvRIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Phone,,Product Question,Low,Wants to reveiw all in force SCP and Group CI cases to make sure the set up is okay. I told Terry I could order a list for him,False,,False,False,005G0000002gy9KIAQ,2013-06-14T14:56:40.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)789-2220,,terry@donvito-oneill-gagne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4675.0
500G000000ENAc4IAH,False,,00002378,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Price Comparison - Hutton,Medium,,True,2013-06-14T16:55:43.000+0000,False,False,005G0000002gy6dIAA,2013-06-14T16:55:35.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4675.0
500G000000ENAqtIAH,False,,00002379,003G000001B4wbgIAB,0015o000008Cz0HAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Requested info on estate bypass,Medium,,True,2013-06-14T17:02:38.000+0000,False,False,005G0000002gy6dIAA,2013-06-14T17:02:12.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306) 359-2129,(306) 529-1819,lorne@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4675.0
500G000000ENAr7IAH,False,,00002377,003G0000018f7z7IAA,001G000000urN7fIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Concerned about recent returns of the Global RE Fund,Medium,,True,2013-06-14T16:51:02.000+0000,False,False,005G0000002gy6dIAA,2013-06-14T16:50:52.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204) 777-6699,(204) 228-5656,doug@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4675.0
500G000000ENAzfIAH,False,,00002380,003G0000018f7xYIAQ,0015o000008CyeqAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Question re: Return of S&P/TSX,Medium,,True,2013-06-14T17:05:13.000+0000,False,False,005G0000002gy6dIAA,2013-06-14T17:05:05.000+0000,005G0000002gy6dIAA,2024-02-26T19:33:18.000+0000,0055o0000019VX9AAM,2024-02-26T19:33:18.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4675.0
500G000000ENBoiIAH,False,,00002381,003G0000018f7k3IAA,001G000000urMzhIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Out of Country Travel,Medium,RH MacFarland. John L had a motorcycle accident and he received multiple letters regarding missing information to process the claim. I contact GMA and foudnthat what is missing for the claim is simply proof of travel dates (as John indicated the wrong dates originally) and an itemized bill with a description of treatment received.,True,2013-06-14T18:03:30.000+0000,False,False,005G0000002gy4lIAA,2013-06-14T18:00:00.000+0000,005G0000002gy4lIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902) 222-7183,(902) 222-7183,sue@slhbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,0.0,0.0,0.0,,False,4675.0
500G000000ENCM6IAP,False,,00002382,0030A0000029mkrQAA,001G000000vlGFxIAM,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Northeast Pharmacy,Medium,change of co name due to ownership change,False,,False,False,005G0000002gy2tIAA,2013-06-14T18:45:08.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)709-5566,(604) 620-8282,plwealth@shaw.ca,(780)457-8428,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4675.0
500G000000ENCV3IAP,False,,00002383,003G0000018f7NqIAI,001G000000urMpoIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Custom Edge - Reduction in coverage,Medium,"Working with Eric on a few different options to help reduce the coverage on this old life policy.  Received a reduced amount, $50K, from client services.  Likely couple that with a T10 or T20 for $50K.  Current coverage is $150K and client only needs $100K.  Good exercise to go through with Eric.  Reference notes in file.  Waiting to hear back to see what his thoughts are.",True,2015-03-31T16:55:28.000+0000,False,False,005G0000002gy2UIAQ,2013-06-14T18:58:33.000+0000,005G0000002gy2UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)351-0101,(519) 365-0920,eric@balancewealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2UIAQ,,,,,,Quotation,1.0,0.0,0.0,,False,4675.0
500G000000ENCamIAH,False,,00002384,003G0000018f7RyIAI,001G000000urNAeIAM,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,Medium,Nancy veut savoir quelle contrepartie une personne peut recevoir de sa société par actions lorsqu'elle transfère une assurance frais généraux de bureau qu'elle détient à sa société par actions.,True,2013-06-14T19:07:21.000+0000,False,False,005G0000002gy8dIAA,2013-06-14T19:07:04.000+0000,005G0000002gy8dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(418)266-2750,(418) 573-3573,nancycorriveau@sfnc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8dIAA,,,,,,,0.0,0.0,0.0,,False,4675.0
500G000000ENCdEIAX,False,,00002387,003G0000018f6ZMIAY,001G000000urMsYIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Info sur remise en vigueur de l'avenant de RP en invalidité suite à remise en vigueur,Medium,,True,2013-06-14T19:59:44.000+0000,False,False,005G0000002gy1SIAQ,2013-06-14T19:59:31.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)898-4231,(514) 909-4231,bbertrand@premiereclassesf.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4675.0
500G000000ENCvBIAX,False,,00002385,003G0000018f6u1IAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Inquiry on creditor protection and bankrupty dealing with seg fund RRSPs,Medium,Danielle wanted to know conditions for exemption from seizure by creditors for an RRSP seg fund account.,True,2013-06-14T19:43:28.000+0000,False,False,005G0000002gxzdIAA,2013-06-14T19:42:55.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4675.0
500G000000ENCwnIAH,False,,00002386,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,TFSA Inquiry,Medium,"Martin inquired about the ""successor annuitant"" feature for a seg fund TFSA.",True,2013-06-14T19:46:59.000+0000,False,False,005G0000002gxzdIAA,2013-06-14T19:46:29.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4675.0
500G000000ENDIUIA5,False,,00002388,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,The Carpet Studio (Amendment),Medium,"Reduce NEM for Life & AD&D to 105,000
Reduce NEM for LTD to 2,600",False,,False,False,005G0000002gy37IAA,2013-06-14T20:13:38.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4675.0
500G000000ENDPlIAP,False,,00002389,003G0000018f6S9IAI,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Question sur prime et produit en vigueur,Medium,Répondu au meilleur de mes connaissance.,True,2013-09-30T18:14:53.000+0000,False,False,005G0000002gy1SIAQ,2013-06-14T20:25:36.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,450-687-3971,,ronnie.dargy@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4675.0
500G000000ENMSuIAP,False,,00002390,003G0000018f6jLIAQ,001G000000urMtAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Specialty Steel - Amendment to Add Non-employee Director's Class,Medium,See notes in task.,True,2014-12-01T12:03:22.000+0000,False,False,005G0000002gyBCIAY,2013-06-17T11:32:08.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)440-2051,(902) 483-3976,greg@performanceplusfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,1.0,0.0,0.0,,False,4672.0
500G000000ENN61IAH,False,,00002391,003G0000018f6XsIAI,001G000000urMu4IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Fedorsen McPhail,Medium,Jeremy called me to help him with a potential client who has money elsewhere and is going through a divorce. I asked him to send me the statements I told him i would get back to him with my opinion.,True,2013-11-15T16:03:41.000+0000,False,False,005G0000002gyEsIAI,2013-06-17T13:27:03.000+0000,005G0000002gyEsIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416)850-7147X322,(416) 450-6376,jeremy@fedorsenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENNqYIAX,False,,00002392,003G0000018f7PyIAI,001G000000urMxmIAE,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,Phone,,DI and BOE for Dental Surgeon,Medium,"Greg Morrow called me to discuss a prosect. Client is starting a new practice and needs insurance as the bank requires it. Based on our conversation it sounds as though this individual would qualify for the grad program as its his first year in practice. He took some time off to teach, but is now starting his new practice. I recommended the discounts on the DI and 10% on the BOE as per the grad program description.",False,,False,False,005G0000002gy08IAA,2013-06-17T14:32:51.000+0000,005G0000002gy08IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(403) 823-4212,,advisorone@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENNySIAX,False,,00002393,003G0000018f75gIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Portfolio review,Medium,Review of client's portfolio and recommendations.,True,2013-06-21T14:37:44.000+0000,False,False,005G0000002gxzdIAA,2013-06-17T14:43:58.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,514-331-5838,(514) 862-6693,larbi.ouazzani@freedom55financial.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4672.0
500G000000ENOMZIA5,False,,00002395,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Alberta Small Engine Services Ltd. (Amendment),Medium,"-Reduce Life & AD&D to &10,000
-Reduce co-insurance for Healthcare (overall & parameds) to 80%
-Change drug max to $5,000
-Reduce routine dental to 80%
** No increase to premium**",False,,False,False,005G0000002gy37IAA,2013-06-17T15:13:21.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENOSNIA5,False,,00002396,003G0000018f6uLIAQ,0015o000008CygBAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,LIfe Prelim for Type1 Diabetes,Medium,"Paul has a case where the prospect has Diabetes, Type 1. 31 year old male non smoker. Emailed to Paul

Answer:
If fully controlled and no other adverse medical history, at this age, best case would be 300% for term, Med4 for Par, and 200% for UL with the rating reduction.",True,2013-06-17T15:22:14.000+0000,False,False,005G0000002gyG3IAI,2013-06-17T15:21:59.000+0000,005G0000002gyG3IAI,2024-02-07T18:33:04.000+0000,0055o0000019VX9AAM,2024-02-07T18:33:04.000+0000,(519)966-4400,(519) 790-9321,pdufour@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENOcsIAH,False,,00002399,003G0000018f7SCIAY,001G000000urMx9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,211961 Sharp's Construction,Medium,deleted mrp,True,2013-06-17T16:39:14.000+0000,False,False,005G0000002gy2tIAA,2013-06-17T16:39:04.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 822-1718,,darren@clearpointbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENOvUIAX,False,,00002397,003G0000018f7KcIAI,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,09B Assurcommande,Medium,"T-100 TRA quoi faire peut-on fixer le coût, les tx intérêts, etc...
Tout répondu!",True,2013-06-17T15:53:44.000+0000,False,False,005G0000002gy1iIAA,2013-06-17T15:53:32.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,418-622-7077,,pascale.veilleux@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENOwDIAX,False,,00002398,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Policy # 285375 - 4 Leaf Foundations Ltd. - Multiple Changes,Medium,"Reduce DC visits to 1/12mth and OM Max to S1K
Reduce Drugs Max to S5K
Increase VC to $300
Increase Parameds to $500",True,2013-06-17T15:54:57.000+0000,False,False,005G0000002gy37IAA,2013-06-17T15:53:59.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENPzjIAH,False,,00002400,003G0000018f7S8IAI,001G000000urMxlIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Phone,,286016 MKJ Retaurants,Medium,"1st year renewal - requesting that we relook at the renewal and do the following:
- group is in SK but we indicated AB fee guide
- drop LTD from 1.13 to 1.00
- drop HC from 30% to 17% and drugs from 12% to 8%

Told him we will look at it and see what we can do and get back to him",False,,False,False,005G0000002gy2oIAA,2013-06-17T17:14:01.000+0000,005G0000002gy2oIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 430-3636,,b.roadhouse@telus.net,(780) 469-6609,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENQ1xIAH,False,,00002401,003G0000018f6uXIAQ,001G000000urMoGIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Phone,,Kristian Danroth,Medium,"Received a call from Kristian Danroth. Looking to present DI to a oil & gas foreman. We determined that he is an A class and possibly upgradeable to a 3A.

Kristian had questions about Boss vs. Protector and Reg Occ vs. Any Occ.",False,,False,False,005G0000002gy08IAA,2013-06-17T17:15:52.000+0000,005G0000002gy08IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(403)928-1851,,kristian@danrothfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENQ5RIAX,False,,00002402,003G0000018f7BTIAY,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Transfert de proprio police enfant détenue par 2 parents,Medium,"Parents qui se séparentet trsf^proprio de la police
Qui va payer les primes( nouvesau proprio)
Faire une désigantion de béné aussi et EPP nouveau s'il y a lieu.",True,2013-06-17T17:25:13.000+0000,False,False,005G0000002gy1iIAA,2013-06-17T17:25:04.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(418)686-6186X221,(418) 998-9958,david.levesque@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENQ73IAH,False,,00002403,003G0000018f6s5IAA,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Venue porter un chèque du client au bureau GW,Medium,,True,2013-06-17T17:26:21.000+0000,False,False,005G0000002gy1iIAA,2013-06-17T17:26:15.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,418-622-7077,,david.lepine@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENQPhIAP,False,,00002415,003G0000018f7OaIAI,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Question sur sa réclamation personnelle problématique.,Medium,,True,2013-06-17T19:40:50.000+0000,False,False,005G0000002gy1SIAQ,2013-06-17T19:40:10.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,450-687-3971,,alain.bessette@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENQfdIAH,False,,00002404,003G0000018f7X6IAI,001G000000urN58IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Al & Janet Hein Client Meeting,High,"Preparatio for annual review meeting with Alan and Client, this is 5th annual meeting with clients, handing over with Al to new advisor Jeremy Rasicot

Meeting set for June 20th",True,2013-07-10T16:58:05.000+0000,False,False,005G0000002gy6cIAA,2013-06-17T18:05:02.000+0000,005G0000002gy6cIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519) 853-4578,,alan@triplus.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6cIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4672.0
500G000000ENQhFIAX,False,,00002405,003G0000018f80qIAA,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Policy # 281219 M-Tec Drafting Services Inc.,Medium,"Increase Life OM/NEM Class 2 to 100K
Reduce drugs to 70%, Costco for both classes
Change DC visits to 1/year for both classes",True,2013-06-17T18:07:23.000+0000,False,False,005G0000002gy37IAA,2013-06-17T18:06:52.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 918-3781,,shelly@benefitnetworkinc.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENR5bIAH,False,,00002406,003G0000018f74wIAA,001G000000urMqcIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,,True,2013-07-19T19:36:43.000+0000,False,False,005G0000002gy2wIAA,2013-06-17T18:33:44.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)276-1177,(905) 609-4455,gavin@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENR5rIAH,False,,00002411,003G0000018f7J1IAI,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Avis d'assurabilité,Medium,Pour un client avec lourds antécédants familiaux.,True,2013-06-17T19:32:06.000+0000,False,False,005G0000002gy1SIAQ,2013-06-17T19:31:51.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)431-6499,(450) 431-6499,jimmy@sfinanciere.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENRfeIAH,False,,00002407,003G0000018f6d4IAA,001G000000urMv3IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,End Client Question,In Person,,Wun,Medium,Non resident LIRA looking to unlock due to residency status.,False,,False,False,005G0000004dLs8IAE,2013-06-17T19:15:42.000+0000,005G0000002gy6cIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,905-332-3400,,whitehaven.wealth.management@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dLs8IAE,,,,,,Concept,0.0,0.0,0.0,,False,4672.0
500G000000ENRkkIAH,False,,00002408,003G0000018f6usIAA,001G000000urMw4IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Existing transfers to N,Medium,"June 17: Met with Mike for lunch today and he immediately contacted me regarding moving two clients too N series (Tuer, Matthew).   We discussed the tax implications of these transfers and their are not any.  Next steps are for Judy to contact Denise and discuss the paperwork on this.",True,2013-09-18T13:15:36.000+0000,False,False,005G0000002gy4OIAQ,2013-06-17T19:25:29.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)978-9600,,michael@matthewwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENRleIAH,False,,00002409,003G0000018f7J1IAI,001G000000urMsXIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Avis d'assurabilité,Medium,Pour un client avec lourds antécédants familiaux.,True,2013-06-17T19:30:56.000+0000,False,False,005G0000002gy1SIAQ,2013-06-17T19:30:37.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)431-6499,(450) 431-6499,jimmy@sfinanciere.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENRv6IAH,False,,00002410,003G0000018f7J1IAI,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Avis d'assurabilité,Medium,Pour un client avec lourds antécédants familiaux.,True,2013-06-17T19:31:34.000+0000,False,False,005G0000002gy1SIAQ,2013-06-17T19:31:11.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)431-6499,(450) 431-6499,jimmy@sfinanciere.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENRylIAH,False,,00002412,003G0000018f6ZMIAY,001G000000urMsYIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Demande de spécimen de contrat,Medium,,True,2013-06-17T19:34:00.000+0000,False,False,005G0000002gy1SIAQ,2013-06-17T19:33:47.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)898-4231,(514) 909-4231,bbertrand@premiereclassesf.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENS0sIAH,False,,00002413,003G0000018f6w1IAA,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,client surprimé,Medium,Client surprimé qui désire prendre un peu plus de couverture: procédures?  Tout expliqué.,True,2013-06-17T19:36:37.000+0000,False,False,005G0000002gy1iIAA,2013-06-17T19:36:28.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(418)476-5864X102,(418) 931-3848,marie-pierr@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENS2JIAX,False,,00002414,003G0000018f6w1IAA,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Assurabilité,Medium,"Cliente a eu un refus il y a 5 ans. L'an passé aussi.
Elle a séjà pris drogues etelle prend biphentin pour troubles de l'attention et marijuana aussi....Peut-être surprimé ou refus encore!",True,2013-06-17T19:38:37.000+0000,False,False,005G0000002gy1iIAA,2013-06-17T19:38:29.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(418)476-5864X102,(418) 931-3848,marie-pierr@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENS3qIAH,False,,00002416,003G0000018f7BVIAY,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,CVP Temp 90 ans,Medium,Explication du Temp 90 ans et ce que nous pouvons faire avec un CVP,True,2013-06-17T19:40:18.000+0000,False,False,005G0000002gy1iIAA,2013-06-17T19:40:11.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(418) 484-5641,(418) 473-8437,philippe.lafosse@financiavip.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENSFrIAP,False,,00002417,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Campkin Brothers (Amendment),Medium,"Reinstate division 2 effective March 15, 2013 as it was terminated in error",False,,False,False,005G0000002gy37IAA,2013-06-17T19:49:18.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENSgJIAX,False,,00002418,003G000001Q26gFIAR,0015o000008Cyf0AAC,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,Glowaki - lawyer leaving TDS and may take GSI contract with.,True,2013-06-17T20:25:12.000+0000,False,False,005G0000002gyDJIAY,2013-06-17T20:23:38.000+0000,005G0000002gyDJIAY,2025-02-06T18:22:57.000+0000,0055o0000019VX9AAM,2025-02-06T18:23:00.000+0000,(204)953-1600,(204) 792-9585,kevin@mcfaddenbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4672.0
500G000000ENSl9IAH,False,,00002419,003G0000018f6oJIAQ,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Qui assure les pilotes d'avion?,Medium,"Suite à son appel, j'ai fait un appel à tous + une recherche sur Internet, rien de concluant.",True,2013-06-17T20:29:30.000+0000,False,False,005G0000002gy1SIAQ,2013-06-17T20:29:14.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,450-687-3971,(514) 229-4519,dtrudeauelliott@groupeconsilium.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENTTqIAP,False,,00002420,003G0000018f7IvIAI,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Jones - DI,Medium,"Pending investigation into client's spleen. Postponement of issue of coverage.  Info in confidentail APS. Re-open once investigation complete, Brady to advise.",True,2013-10-24T19:05:20.000+0000,False,False,005G0000002gyGaIAI,2013-06-17T21:31:14.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)341-8900,(604) 341-8900,brady@numofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4672.0
500G000000ENWipIAH,False,,00002421,0030A0000029khdQAA,0011600001qvKQsAAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Clare Mutual Insurance - 245159,Medium,Rec'd e-mail request from Brian's assistant Bev Power to see cost of adding dental to their client. E-mailed amendment quote to Bev on June 13/13.,True,2013-06-18T12:33:54.000+0000,False,False,005G0000002gy3iIAA,2013-06-18T12:33:35.000+0000,005G0000002gy3iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)825-6000,,brian.neville@clarica.com,(902)825-6007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4671.0
500G000000ENY6FIAX,False,,00002422,003G0000018f7iuIAA,001G000000urN05IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Pearl R. Lee Renewal,Medium,"Renewal came in over 40%, reduced down to 33%. Claims are excellent but the average age of the group went up by 9 years and the group is under 5 lives. There was a new employee added who is female and 31. So I've gone back to underwriting to try and get a reduced indicated rate.",True,2015-04-18T00:31:34.000+0000,False,False,005G0000002gyCEIAY,2013-06-18T14:53:27.000+0000,005G0000002gyCEIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(709)237-4122,(709) 685-4838,hmurphy@murphyneil.ca,(709)237-5125,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCEIAY,,,,,,,1.0,0.0,0.0,,False,4671.0
500G000000ENYBxIAP,False,,00002423,003G0000018f6gFIAQ,001G000000urMpgIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Craievich-Belton,High,"2013-06-14 We discussed this in early May, and I provided some feedback on current holdings, with additional questions. Would now like a formal review of existing portfolio and recommendations on a Conservative non-registered portfolio. They have ""GICs all over town"" and are hoping to turn this in to an opportunity.",True,2013-08-14T17:23:05.000+0000,False,False,005G0000002gy25IAA,2013-06-18T15:00:13.000+0000,005G0000002gy25IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)337-6553,,info@craievichfinancial.com,,,,,,,,,,,Various,Other,,,0.0,,,0.0,False,Various,,,,,005G0000002gy25IAA,,,,,,,0.0,0.0,0.0,,False,4671.0
500G000000ENYirIAH,False,,00002424,003G0000018f7AbIAI,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Couple in there 70's with up to $500k,Medium,Karen and I discussed the LIB and the difference between jnt and single.  Also discussed how the POA's couldn't name themselves beneficiaries.  May be an opportunity down the line when they sell the business and home.,True,2013-06-18T15:44:07.000+0000,False,False,005G0000002gy3dIAA,2013-06-18T15:44:03.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)766-9363,(519) 500-5369,karen.archer@wealthrite.ca,(519)766-0383,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4671.0
500G000000ENYkTIAX,False,,00002425,003G0000018f6z4IAA,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Investors Group Transfer,Medium,"Spoke to Darren about transferring funds from Investors group and some of his options.

He also had questions about some of the Mackenzie fund manager changes.",True,2013-06-18T15:45:48.000+0000,False,False,005G0000002gy3dIAA,2013-06-18T15:45:44.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)998-2009,(519) 998-2009,darrenbailey@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4671.0
500G000000ENZ1UIAX,False,,00002426,003G0000018f6WaIAI,001G000000urMniIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Chuck - client presentations to Business owners,Medium,something to complement his brochure,True,2014-07-14T17:59:50.000+0000,False,False,005G0000002hHYOIA2,2013-06-18T16:07:50.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)689-1777,(604) 760-7327,chuck.grossholz@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,Presentation;Concept,1.0,0.0,0.0,,False,4671.0
500G000000ENZIQIA5,False,,00002427,003G0000018f6coIAA,001G000000urMtHIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Exclusion wording in contract,Medium,Needed some clarification on the wording in the contract and help positioning the exclusion,True,2013-10-03T12:41:56.000+0000,False,False,005G0000002gyCxIAI,2013-06-18T16:28:24.000+0000,005G0000002gyCxIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)742-3195,(902) 769-8310,steven@maritimewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCxIAI,,,,,,,0.0,0.0,0.0,,False,4671.0
500G000000ENZy8IAH,False,,00002428,003G0000018f6rAIAQ,001G000000urMnoIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Airline Union,High,Airline union disability coverage case,True,2014-05-20T20:53:44.000+0000,False,False,005G0000002gy8gIAA,2013-06-18T17:28:16.000+0000,005G0000002gy8gIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)616-2569,(604) 616-2569,chris@murdochfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8gIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4671.0
500G000000ENa62IAD,False,,00002429,003G0000018f7IlIAI,001G000000urMsXIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Demande de formulaire,Medium,"Veux un formulaire précis sur l'AMG , j'envoie une tâche à Marie-Eve.",True,2013-09-30T18:16:02.000+0000,False,False,005G0000002gy1SIAQ,2013-06-18T17:34:17.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4671.0
500G000000ENabPIAT,False,,00002430,003G0000018f81XIAQ,001G000000urMzSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Superior Fencing Ltd. 262880,Medium,Lisa called to ask for a revision to the rates.,True,2014-12-13T02:50:20.000+0000,False,False,005G0000002gyBbIAI,2013-06-18T18:08:38.000+0000,005G0000002gyBbIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902) 564-1277,,lowell@brydeninsurance.com,(902) 564-1277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,Marketing Piece;Analysis Document,1.0,0.0,0.0,,False,4671.0
500G000000ENbVnIAL,False,,00002431,003G0000018f7TFIAY,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,243669 Return on Wealth,Medium,added affiliate + 1 employee,True,2013-06-18T19:07:47.000+0000,False,False,005G0000002gy2tIAA,2013-06-18T19:07:39.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4671.0
500G000000ENbgHIAT,False,,00002432,003G0000018f6oHIAQ,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Mohsen - Business owner situations,Medium,build Mohsen's confidence with asking the right questions to pique owners interest.,True,2013-08-19T23:03:07.000+0000,False,False,005G0000002hHYOIA2,2013-06-18T19:08:22.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(778)773-6377,,mohsen.motallebi@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4671.0
500G000000ENbhUIAT,False,,00002433,003G0000018f7GaIAI,001G000000urMnYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Nelson - build sample cases,Medium,Looking for samples to present to his target market,True,2013-08-19T23:00:38.000+0000,False,False,005G0000002hHYOIA2,2013-06-18T19:12:17.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,2.0,0.0,0.0,,False,4671.0
500G000000ENc5UIAT,False,,00002436,003G0000018f7TXIAY,001G000000urN3UIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,LIRA splitting due to Marriage breakdown,Medium,questions regarding how to split a LIRA (T2220) and resulting RIF/LIF illustrations to demonstrate income from resulting LIRA to LIF conversion.,True,2013-06-18T20:01:59.000+0000,False,False,005G0000002gy6kIAA,2013-06-18T20:01:14.000+0000,005G0000002gy6kIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613) 727-3054,,stephen@millarfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6kIAA,,,,,,,0.0,0.0,0.0,,False,4671.0
500G000000ENcbwIAD,False,,00002434,003G0000018f7D6IAI,001G000000urMrbIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,B Dafoe Funds not Allocated,High,When 2 original applications were submitted the fund allocations only totalled 90% not 100%.  As a result funds in both instances were placed in money market.  Tim requires assistance getting the correction completed and what paperwork is required to complete the correction.,True,2013-06-18T19:54:07.000+0000,False,False,005G0000002gy6kIAA,2013-06-18T19:52:30.000+0000,005G0000002gy6kIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,613-968-6449,,tim.helferty@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6kIAA,,,,,,,0.0,0.0,0.0,,False,4671.0
500G000000ENcfyIAD,False,,00002435,003G0000018f6u2IAA,001G000000urMq5IAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Several questions regarding a number of cases,Medium,Mike had questions about seg funds for over 90 year old clients plus we talked about another client that was looking for guaranteed income.  Went through the annuity quote system and compared to LIB,True,2013-06-18T19:58:15.000+0000,False,False,005G0000002gy3dIAA,2013-06-18T19:58:11.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(226)440-6453,(519) 575-6453,michael.brewitt@brewittfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4671.0
500G000000ENdaPIAT,False,,00002437,003G0000018f6U3IAI,001G000000urMvuIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Lemieux,Medium,Inforce DI that Patrick would like to have rating and exclusion reconsidered. Also will be adding FEPO and possibly applying for more fully underwritten coverage.,True,2013-06-18T20:57:52.000+0000,False,False,005G0000002gyDJIAY,2013-06-18T20:57:39.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204)947-5555,(204) 898-0790,patrick@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4671.0
500G000000ENdxIIAT,False,,00002439,003G0000018f7PgIAI,001G000000urMyOIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Renewal for Alberta Barley Commission,Medium,First year renewal - high usage and high renewal.  Clients looking at many amendment possibilities to keep costs down.,True,2013-07-26T20:04:13.000+0000,False,False,005G0000002gy1MIAQ,2013-06-19T14:14:32.000+0000,005G0000002gy1MIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(587) 747-3288,,ashandro@vitalpartnersinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1MIAQ,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4670.0
500G000000ENhqeIAD,False,,00002438,003G0000018f7BZIAY,001G000000urMrEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Leverage Loan,Medium,"George e-mailed me today to inquire about getting a leverage loan for 1 million dollars for a client. I contacted Katie Murphy at Solutions Banking, and she brought in Claudio from National; Bank because of the size. Claudio was able to provide all the details on how to go about getting a loan this size applied for. He provided information on the process and the forms that are needed as well. I e-mailed George with all this information and told him to contact me or Claudio  directly should he have any more questions.",True,2013-07-30T19:09:17.000+0000,False,False,005G0000002gyEsIAI,2013-06-19T13:54:53.000+0000,005G0000002gyEsIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416)704-9861,(416) 704-9861,ggentile@gentilefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000ENhsSIAT,False,,00002440,003G0000018f6hdIAA,001G000000urMsKIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Annuity Quote,Medium,His system wasn't working and he needed help to print out an annuity quote for his client.,True,2013-06-19T14:16:03.000+0000,False,False,005G0000002gxzdIAA,2013-06-19T14:15:38.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514) 331-5838 x270,,monarqueconseilincalainroch@londonlife.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4670.0
500G000000ENiLHIA1,False,,00002441,003G0000018f7k5IAA,001G000000urMzgIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Tusket Ultramar,Medium,"Jen from John's office called, this group had prev coverage with Manu and few ee's had prescriptions filled where it looks like part was covered by Manu and remainder GWL - but the plan admin rec'd a bill from Manu. I advised Jen to check with the plan admin to make sure that their Manu coverage was cancelled and that it would be an error/issue with Manu.",True,2013-06-19T14:53:58.000+0000,False,False,005G0000002gyAKIAY,2013-06-19T14:44:57.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)422-1631,,john@ryan-ins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000ENiMKIA1,False,,00002442,003G0000018f7kwIAA,001G000000urMzIIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Mersey Seafoods - Phoenix,Medium,Rob called looking for initial bill for this group - was scanned and emailed to him.,True,2013-06-19T14:55:33.000+0000,False,False,005G0000002gyAKIAY,2013-06-19T14:46:47.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)354-5528,(902) 350-2012,cook@cookfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000ENiPxIAL,False,,00002443,003G0000018f7HDIAY,001G000000urMrjIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Bond duration of Client Portfolio,Medium,Rob was interested in finding out the bond duration of each fund in a specific client's portfolio,True,2013-06-19T14:52:39.000+0000,False,False,005G0000002gy6kIAA,2013-06-19T14:52:11.000+0000,005G0000002gy6kIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613) 382-2131 x4120,(613) 449-4060,robbickerton@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6kIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4670.0
500G000000ENiXwIAL,False,,00002444,003G0000018f6udIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Can RRSP withdrawal under HBP occur if withdrawal under 90 days?,High,"Yes, but the contribution won't be permitted as a tax deduction for next year's income purposes.  Deposit can be made but not claimed as a deduction",True,2013-06-19T15:05:06.000+0000,False,False,005G0000002gy7yIAA,2013-06-19T15:04:59.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,905-276-1177,(647) 773-2799,silvia.barajas@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000ENibeIAD,False,,00002445,003G0000018f6TRIAY,001G000000urMtAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Darose - 228407,Medium,P/a requested copy of Experience Summary  - notified the advisor and account manager. Didn't want to forward to p/a in case advisor would like to contact him first. Advisors office coinfirmed they will contact client.,True,2013-06-19T15:11:33.000+0000,False,False,005G0000002gyAKIAY,2013-06-19T15:09:58.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902) 468-4545 ext 222,,performance.plu$.financial.group.inc@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000ENioYIAT,False,,00002446,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,EGR,Medium,Dave had questioned about the EGR - additional deposits and whether client has 10 or 15 yr benefit,True,2013-06-19T16:33:16.000+0000,False,False,005G0000002gy6dIAA,2013-06-19T15:31:37.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,2.0,0.0,0.0,,False,4670.0
500G000000ENj6jIAD,False,,00002447,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Further Naviplan discussion for his client,Medium,"We discussed the income that the projected retirement capital would provide as he didn't think his calculations were accurate. (I agreed that the calculations were fine)
Also some issues on CPP/OAS
Also printing the Naviplan to ""text"" for editing
Also how to add a potential sale of an income property into income planning within Naviplan (PV the estimated sale price back to today's value as a ""non reg"" asset",True,2013-06-27T16:13:57.000+0000,False,False,005G0000002gy7yIAA,2013-06-19T16:13:03.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000ENjNkIAL,False,,00002448,003G0000018f6vqIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Settlement Options Form to disburse funds to life policies after owner dies?,High,"We discussed whether this form can permit ongoing funding of life policies out of the 5 seg fund policies that might be set up.  Rather than immediate funding, ongoing funding will provide the owner (Age 85) with more growth potential.   But after his death, will the SO form permit ongoing funding as needed, with any balance from the seg fund to be payable to each grand-child?
I forwarded this case to Colleen Feher as well for comment and referral up to Legal if necessary",True,2013-06-19T16:16:29.000+0000,False,False,005G0000002gy7yIAA,2013-06-19T16:16:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 276-1177 x 567,(647) 668-6548,punita.bansal@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000ENjwiIAD,False,,00002450,003G0000018f6plIAA,001G000000urMmxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Seg funds vs Mutual Funds / Marketing opportunities,Medium,"I met with Nigel and discuss the technical differences between Seg Funds and Mutual Fund. Nigel needs to understand the key difference so he can better focus his marketing activities,",True,2014-03-11T04:55:54.000+0000,False,False,005G0000002gy1jIAA,2013-06-19T16:59:46.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,250-753-9955,(250) 626-6911,nigel.hart@freedom55financial.com,,,,,,,,,,,Bank,Other,,,0.0,,,0.0,False,Bank,,,,,005G0000002gy1jIAA,,,,,,Marketing Piece;Analysis Document;Concept,0.0,0.0,0.0,,False,4670.0
500G000000ENkdmIAD,False,,00002451,003G0000018f7djIAA,001G000000urNBUIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Bre-Haul Trucking  280592,Medium,send them some employee booklets.,True,2013-09-06T13:22:00.000+0000,False,False,005G0000002gy6XIAQ,2013-06-19T17:58:37.000+0000,005G0000002gy6XIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519) 652-8745,,jpgriff@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000ENla0IAD,False,,00002453,003G0000018f6WrIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Transfer rules on ""old"" to ""new segs"" when DSC has now expired",Medium,"Transfer rules explained.  No opportunity to re-start the DSC if the current Freedom Fund policy has an expired DSC
> new money or new PAC can be DSC'd
> RRSP to RRIF and LIRA to LIF can also be DSC'd as an exception to the general rule",True,2013-06-19T19:16:05.000+0000,False,False,005G0000002gy7yIAA,2013-06-19T19:15:59.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416) 903-2901,,asheet@asheetmehta.com,(647) 427-0437,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000ENlgwIAD,False,,00002454,003G0000018f6V2IAI,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,PC Premium Vacation concerns,Low,Client concern over coming off Premium Vacation and how to handle him going forward,True,2015-05-05T20:06:36.000+0000,False,False,005G0000002gy7ZIAQ,2013-06-19T19:22:52.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(403) 261-4690 ext 224,,simpson.laing@freedom55financial.com,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000ENmI8IAL,False,,00002455,003G0000018f7XtIAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Draskovic,Medium,Sent a referral for a group life conversion,True,2017-03-06T20:58:07.000+0000,False,False,005G0000002gy2jIAA,2013-06-19T20:06:21.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 639-6443 ext 25,,ralexander@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000EilDNIAZ,False,,00002456,003G0000018f6cIIAQ,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,A-1 Tire & Battery Service Southside Ltd.,Medium,"Name change to A-1 Tire & Battery Service Ltd. effective April 1, 2013",True,2013-06-19T20:20:51.000+0000,False,False,005G0000002gy37IAA,2013-06-19T20:20:15.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,780-428-8585,,john.harkness@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000EilSYIAZ,False,,00002462,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Phone,,Grad Program -,Medium,"Called regarding a recent cardiologist grad...wondered if we had any offerings for this individual. I indicated for a graduate specialist we could do $9k with a 25% reduction.

June 20th, 2013 - emailed Peter information I found online re; AMA CI. I also suggested to Audrey to find out if the client needs BOE.",False,,False,False,005G0000002gy08IAA,2013-06-19T22:01:01.000+0000,005G0000002gy08IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000EilrLIAR,False,,00002459,003G0000018f7E7IAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Fintracc follow-up,High,London Life worried about source of funds.,True,2013-07-05T17:00:15.000+0000,False,False,005G0000002gy5ZIAQ,2013-06-19T21:27:42.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)438-1232,(604) 880-6628,peterhu@tfortunefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000Eim0FIAR,False,,00002457,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Email,,Grad Program - Optometrist,Medium,Nadia emailed me regarding an individual looking for DI coverage and he recently graduated from optometry.,False,,False,False,005G0000002gy08IAA,2013-06-19T21:21:40.000+0000,005G0000002gy08IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000Eim0tIAB,False,,00002458,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Requested PS2 exception,Medium,"Current total assets just under $500,000 limit.",True,2013-06-24T15:09:18.000+0000,False,False,005G0000002gy6dIAA,2013-06-19T21:22:22.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000EimIJIAZ,False,,00002460,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,266378 Meridian Chemical & Dry,Medium,deleted HC and DC,True,2013-06-19T21:50:31.000+0000,False,False,005G0000002gy2tIAA,2013-06-19T21:50:21.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000EimLhIAJ,False,,00002461,003G0000018f6vkIAA,001G000000urMtjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Dividend question,Low,Why is implied dividend higher than the actual dividend stated from HO?  Because of Econolife?  Asking Andre...,True,2013-07-19T17:24:07.000+0000,False,False,005G0000002gyDWIAY,2013-06-19T21:57:11.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250)763-1114,(250) 486-7768,genadiy@encompasssolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4670.0
500G000000EipdPIAR,False,,00002463,003G0000018f6b8IAA,001G000000urMpoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Seg Funds - all fixed income,Medium,"Client is scared of the markets.....   we got to the root of the issue which is they are afraid of running out of money!

discussed exploring fixed expenses with client then positioning annuity/LIB.  leaving the remaining in seg funds to provide flexibility.  Jon seemed happy with this and is going to present.",True,2013-06-20T13:33:40.000+0000,False,False,005G0000002gy4OIAQ,2013-06-20T13:33:26.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)365-2731,(519) 365-2731,jon@evergreenfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4669.0
500G000000Eiqo9IAB,False,,00002464,003G0000018f6SIIAY,001G000000urMu5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Variable Premium Vacation,Low,"Lisa from Ellard office needed assistance with putting a client on a ""partial"" premumum vacation. she had already called help desk, but she still wasnt sure if she had requested the correct information.
I am confirming with John that a Variable Prem Vaca will let dividends pay most of the premium witht the client paying the rest.",True,2013-11-19T15:29:16.000+0000,False,False,005G0000002gyG3IAI,2013-06-20T15:15:50.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)258-7491,,office@delaneyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,1.0,0.0,0.0,,False,4669.0
500G000000Eiqx2IAB,False,,00002465,003G0000018f6eTIAQ,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Renewal modification with more EEs added - True Mark Energy,Medium,July 15 renewal but have added 15 EEs.  Want to do some plan changes but also find a way to factor these new people into the pricing.  Told him to get us info on who will be on the plan as of July 15 and we'll use them in our pricing.  Will likely grow to 80+ people by the end of the year and then transfer to large group.,True,2014-03-26T20:52:39.000+0000,False,False,005G0000002hMj8IAE,2013-06-20T15:26:50.000+0000,005G0000002gy2oIAA,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hMj8IAE,,,,,,Concept,0.0,0.0,0.0,,False,4669.0
500G000000EirAkIAJ,False,,00002466,003G0000018f7kaIAA,001G000000urMzEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Ultimate Home Comfort,Medium,P/a called wanting to add a new employee to the plan who just turned 21 and is no longer eligible under his parent's plan. Advised her to send his comleted application to my attention.,True,2013-06-20T17:37:45.000+0000,False,False,005G0000002gyAKIAY,2013-06-20T17:37:36.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902) 497-4285,,kevin.gildart@ns.sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4669.0
500G000000Eisx1IAB,False,,00002468,003G0000018f6cHIAQ,001G000000urMt7IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Ralph & Marjorie Comeau,Medium,"These are Paul's wife's parent's.  They are selling their home, closing date is July 27th, 2013.  They would like to know their best options for investing the proceeds from the sale: $250,000.

I illustrated a joint life annuity, non-reducing & prescribed.  Also, an LIB.
>>>>>>>>>
June 26th: Paul provided an update and said they were not intersted in the annuity but liked the LIB.  I've completed two more illustrations showing 4% & 5% rate of return for Paul to show them.",True,2014-04-23T19:44:56.000+0000,False,False,005G0000002hHY9IAM,2013-06-20T18:22:04.000+0000,005G0000002hHY9IAM,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)830-7475,(902) 830-7475,paul@baywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHY9IAM,,,,,,Quotation;Analysis Document;Presentation;Concept,0.0,0.0,0.0,,False,4669.0
500G000000EitJJIAZ,False,,00002469,003G0000018f7TuIAI,001G000000urN2yIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Presentation to Advisors,High,"Request for in house Power Point presentation to Capcorp advisors on Positioning Par Insurance in the High Net Worth Market on Monday June 24, 2013.",True,2014-05-02T19:11:06.000+0000,False,False,005G0000002gy8DIAQ,2013-06-20T18:31:08.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)226-1964,x 398,mhamilton@capcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,Presentation,0.0,0.0,0.0,,False,4669.0
500G000000EitS6IAJ,False,,00002470,003G0000018f6eHIAQ,001G000000urMp4IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,US Real Estate,Medium,Question from client on tax issues associated with owning US real property.  Provided memo to advisor discussing US estate tax issues.,True,2013-06-20T18:42:07.000+0000,False,False,005G0000002gy8DIAQ,2013-06-20T18:41:58.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(705) 675-8341 x4522,,alex.campbell@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4669.0
500G000000EiuT5IAJ,False,,00002472,003G0000018f6WrIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,jointly owned policy - Case: Barker,Medium,Provided clarification of London Life segs Death Benefit Guarantee (100%) clarification on jointly owned policy when older spouse is over 80 and younger is under 80.,True,2013-10-01T19:39:13.000+0000,False,False,005G0000002gy8RIAQ,2013-06-20T20:02:31.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416) 903-2901,,asheet@asheetmehta.com,(647) 427-0437,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Concept,0.0,0.0,0.0,,False,4669.0
500G000000Eiud5IAB,False,,00002473,003G0000018f7FRIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,CPP and OAS,High,"Several points of discussion on new changes to CPP and how at Age 60 it used to be a 30% reduction but is scaling up to 36% as of 2011.   For someone Age 60 now the reduction is approx 32%

I directed her to get an online print out of her own CPP Statement of Contributions in case it helps when she meets the client.  Also some friendly CPP info for the client as well as current CPP & OAS payment rates from Service Canada website",True,2013-06-20T20:07:17.000+0000,False,False,005G0000002gy7yIAA,2013-06-20T20:07:10.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,905-276-1177,,fida.ibrahim@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4669.0
500G000000Eiuy8IAB,False,,00002474,003G0000018f6jJIAQ,0015o000008Cyi6AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,Anne was looking for me to review existing portfolio and suggest any changes.,True,2013-06-20T20:23:43.000+0000,False,False,005G0000002gy9PIAQ,2013-06-20T20:23:29.000+0000,005G0000002gy9PIAQ,2024-12-05T15:31:45.000+0000,0055o0000019VX9AAM,2024-12-05T15:31:45.000+0000,(519)688-3450,(519) 983-0100,anne@loftwmg.ca,,,,,,,,,,,None,Other,,,0.0,,,0.0,False,None,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4669.0
500G000000Eiv1lIAB,False,,00002475,003G0000018f7SEIAY,001G000000urMxgIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,ALBERTA ELEVATING DEVICES AND AMUSEMENT RIDES - 263028,Medium,emailed pdf. contract and booklets,True,2013-06-20T20:29:00.000+0000,False,False,005G0000002hMj8IAE,2013-06-20T20:28:43.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 429-2919,(780) 498-6696,harvey@financialbenefitsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hMj8IAE,,,,,,,0.0,0.0,0.0,,False,4669.0
500G000000EiyxTIAR,False,,00002476,003G0000018f7XNIAY,001G000000urN5ZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Thomson,Medium,Sent him a lead for a group life conversion from Dofasco,True,2017-03-06T21:03:57.000+0000,False,False,005G0000002gy2jIAA,2013-06-21T12:41:18.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)336-3939,(905) 320-7765,rick@rwbfinancial.ca,(905)336-9009,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4668.0
500G000000Eiyy7IAB,False,,00002477,003G0000018f7Z2IAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Buchan,Medium,Sent her a lead for a group life conversion in St. Catharines,True,2013-10-04T14:40:32.000+0000,False,False,005G0000002gy2jIAA,2013-06-21T12:44:00.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 562-7117,,mary_kate.barrie@bell.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4668.0
500G000000Eiza1IAB,False,,00002478,003G000001D4pLeIAJ,001G000000vlcSzIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Pearson Engineering Inc. 282868,Medium,"Renewal Discussion 
Looking for Amendment Options for Drugs
Look into volumes for LTD - NEM updates -email medical evidence form. Revise Dental Rates.",True,2014-12-13T02:48:36.000+0000,False,False,005G0000002gyBbIAI,2013-06-21T13:47:49.000+0000,005G0000002gyBbIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902) 657-1060,(902) 324-3864,cfdavidson@outlook.com,(902) 657-3620,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,Analysis Document,1.0,0.0,0.0,,False,4668.0
500G000000EizwWIAR,False,,00002479,003G0000018f7o1IAA,001G000000urNARIA2,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,KAMCO,High,"Question provenant du comptable du client sur un rachat de parts en force. 

Répondu le 13/06/2013",True,2013-12-16T19:10:52.000+0000,False,False,005G0000002gyBhIAI,2013-06-21T14:24:43.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(418) 781-0255,(418) 806-7974,pagingras@gingrasetassocies.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4668.0
500G000000EizxKIAR,False,,00002480,003G0000018f6erIAA,001G000000urMvQIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Dentiste qui s'établira en France,High,"Demande à savoir si la cliente devrait annuler son contrat et en prendre un en France. Comme il n'y a pas d'exclusion dans le contrat, confirmation qu'elle demeurera couverte",True,2013-10-24T23:05:32.000+0000,False,False,005G0000002gyBhIAI,2013-06-21T14:26:41.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)849-3261,,pascale.cauchi@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4668.0
500G000000Ej0UPIAZ,False,,00002482,003G0000018f6gcIAA,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Policy change referral (reduction of DB),Low,,True,2013-06-21T15:19:19.000+0000,False,False,005G0000002gyBkIAI,2013-06-21T15:19:11.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,514-331-5838,,jacques.gendron@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4668.0
500G000000Ej2zAIAR,False,,00002485,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Taron Environmental Solutions Ltd.,Medium,Name change from Taron Environmental Solutions Ltd. to Chopko Environmental Ltd.,True,2013-06-21T19:22:08.000+0000,False,False,005G0000002gy37IAA,2013-06-21T19:21:30.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4668.0
500G000000Ej35HIAR,False,,00002484,003G000001B4lmdIAB,001G000000vlm20IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Al-Terra Engineering Ltd. amendment,Medium,Amendment to increase LTD NEM.,True,2013-06-21T18:58:51.000+0000,False,False,005G0000002gyDnIAI,2013-06-21T18:58:05.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 429-4578,(780) 905-6432,prem.jaskowiak@telusplanet.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4668.0
500G000000Ej3O5IAJ,False,,00002486,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Advanced Respiratory Care,Low,emailed June statement,True,2013-06-21T19:35:54.000+0000,False,False,005G0000002gyDnIAI,2013-06-21T19:35:07.000+0000,005G0000002gyDnIAI,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4668.0
500G000000Ej4dZIAR,False,,00002487,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Seg fund inquiry,Medium,Martin phoned to ask about the death benefit reset option on a seg fund policy.,True,2013-06-21T21:02:14.000+0000,False,False,005G0000002gxzdIAA,2013-06-21T21:01:38.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4668.0
500G000000Ej4fvIAB,False,,00002488,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Pressure Services (Amendment),Medium,"Remove Healthcare effective July 1, 2013",True,2013-06-21T21:11:21.000+0000,False,False,005G0000002gy37IAA,2013-06-21T21:10:57.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4668.0
500G000000EjDhfIAF,False,,00002489,003G0000018f6aOIAQ,001G000000urMrmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Bond concerns - Lawrence Beaton,Medium,"06/21/2013 Client concerned about recent drop in portfolio. Conservative investor with majority of portfolio in fixed-income. Portfolio is down about 1.5 % from when he last looked at it. Todd called because this client is very worrried and saying he's troubled. Todd called asking for advice about the portfoli and market and what to discuss. Spoke for about 20 mins. Asked him to send the client's portfolio. Have completed a prostation to examine further. Emailed back to Todd with Finanacial Post article discussing the recent sell-off in bonds. Have offered to speak with his client as well. Waiting for Todd to review the email and then will speak with him.

07/19/2013 - spoke with Todd. He met with client. Rebalanced to US Dividend fund. Client ok with act. Rebounded a bit. He expalined how it works and is satisfied will work out.",True,2013-07-19T13:39:30.000+0000,False,False,005G0000002gxyDIAQ,2013-06-24T12:37:06.000+0000,005G0000002gxyDIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)748-3455X4471,(613) 282-8191,todd@piquettefinancial.ca,,,,,,,,,,,n/a,Other,,,0.0,,,0.0,False,n/a,,,,,005G0000002gxyDIAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,4665.0
500G000000EjEMOIA3,False,,00002490,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How does 10% fee free work?,Medium,Discussed the manual and automatic switch service.  Discussed impact on her trailers.  She opened 2 accounts and 1 had the switch completed by HO but 2nd account didn't.  (was it a LIRA - HO usually doesn't permit 10% free switch on a LIRA),True,2013-06-24T13:51:18.000+0000,False,False,005G0000002gy7yIAA,2013-06-24T13:51:11.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4665.0
500G000000EjEiAIAV,False,,00002491,003G0000018f6XFIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Mr V, former Panasonic Exec for $1.6 million",High,"we discussed our plan to make our proposal on Wednesday to the client at his office in Mississauga.

We discussed the nature of the Real Estate fund being an idea to present although in our PWC proposal we did not

We discussed the tax deductible issues concerning ""N"" that both the MAS and IMF are both deductible, so the after tax cost of his portfolio falls from 1.50% to less than 1%, after tax",True,2013-06-24T14:24:51.000+0000,False,False,005G0000002gy7yIAA,2013-06-24T14:24:42.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4665.0
500G000000EjEoIIAV,False,,00002502,003G0000018f6XFIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Portfolio insights training,Medium,"We created a portfolio and ran portfolio reports.
We discussed the difference between a list and a portfolio",True,2013-06-24T14:33:18.000+0000,False,False,005G0000002gy7yIAA,2013-06-24T14:32:46.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4665.0
500G000000EjFX8IAN,False,,00002513,003G0000018f6bWIAQ,001G000000urMq7IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Power Pac,Medium,Helped Wayne craft a letter he is sending to his clients to encourage adding annual indexing on their pacs,True,2013-06-24T15:32:11.000+0000,False,False,005G0000002gy3dIAA,2013-06-24T15:32:05.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)220-0557,(519) 220-0557,financialplanner@wayneelliott.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4665.0
500G000000EjIAWIA3,False,,00002515,003G0000018f7MoIAI,001G000000urMrmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Mortality tables,Low,Mario wanted our latest mortality table.  I wrote to Dominik Briault and he sent his comments which was sent to Mario.  Then Mario want me to find in Stats Canada mortality tables they use in their public site.  I told Mario he can go himself to that site.  Of course he did not like my answer and felt it was my role to do that.  So we had a talk about my sold and all is OK.  During our conversation found out he wants the mortality tables for investment/annuities.,True,2014-09-24T14:52:48.000+0000,False,False,005G0000002gy0PIAQ,2013-06-24T18:45:22.000+0000,005G0000002gy0PIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)764-0213,(613) 882-5938,mario@clearviewwealthmanagement.ca,(613)427-2027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4665.0
500G000000EjIayIAF,False,,00002516,003G0000018f6xBIAQ,0015o000008CypIAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,re:  line of credit,Low,Jamie wanted info on our CSV line of credit.  I sent him our pamphlet with BMO and Scotia and we talk how it works.,True,2016-06-14T13:31:28.000+0000,False,False,005G0000002gy0PIAQ,2013-06-24T19:16:54.000+0000,005G0000002gy0PIAQ,2025-02-21T14:52:17.000+0000,0055o0000019VX9AAM,2025-02-21T14:52:21.000+0000,(613)233-9105,(613) 447-3448,jamie@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4665.0
500G000000EjNkUIAV,False,,00002517,003G0000018f6YmIAI,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Life: policy transfer,Medium,Question about in force policy that client wants to have transferred to her personally (wanted to know the tax consequences),False,,False,False,005G0000002gy9KIAQ,2013-06-25T13:28:41.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4664.0
500G000000EjQ8JIAV,False,,00002519,003G0000018f7gMIAQ,001G000000urN8wIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Policy G011815 SUHAIL KAIDBEY,Medium,UL policy was issued in 2010 with Optimal Decrease Option. Client is getting letter every year asking if he wants to reduce coverage. Ronald Sayegh wanted me to explain this policy feature.,True,2014-11-30T01:23:22.000+0000,False,False,005G0000002gy1UIAQ,2013-06-25T16:54:15.000+0000,005G0000002gy1UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)332-2223,(514) 992-9199,ronsurance@videotron.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4664.0
500G000000EjQHzIAN,False,,00002518,003G0000018f7gMIAQ,001G000000urN8wIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Policy G011823U MOUNZER KAIDBEY,Medium,UL policy was issued in 2010 with Optimal Decrease Option. Client is getting letter every year asking if he wants to reduce coverage. Ronald Sayegh wanted me to explain this policy feature.,True,2014-11-30T01:24:05.000+0000,False,False,005G0000002gy1UIAQ,2013-06-25T16:53:33.000+0000,005G0000002gy1UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)332-2223,(514) 992-9199,ronsurance@videotron.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4664.0
500G000000EjR2UIAV,False,,00002520,003G0000018f6ptIAA,001G000000urMnmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Jim Cool,Medium,create some comparisons for Jeff regarding estate equalization,True,2013-06-26T22:16:25.000+0000,False,False,005G0000002hHYOIA2,2013-06-25T17:51:20.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)681-4493,,jeff@elementuswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,Analysis Document,3.0,0.0,0.0,,False,4664.0
500G000000EjRF9IAN,False,,00002521,003G0000018f7MrIAI,001G000000urMtJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Delta Fluids,Medium,EE/Plan Admin to be removed. Gerry Crnic is once again the contact and plan admin until someone else has been hired.,True,2013-11-19T19:33:55.000+0000,False,False,005G0000002gy7UIAQ,2013-06-25T18:06:11.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,902-539-1160,,jason.crnic@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4664.0
500G000000EjRPPIA3,False,,00002522,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,273061 DB Proline Electric,Medium,"deleted Dep Life, and reduced drugs and limit on benefit plan",False,,False,False,005G0000002gy3gIAA,2013-06-25T18:39:43.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4664.0
500G000000EjV7nIAF,False,,00002523,003G0000018f6bzIAA,001G000000urMncIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,new insurance existing client,Medium,,True,2013-10-15T22:40:29.000+0000,False,False,005G0000002hHYOIA2,2013-06-25T23:19:09.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604) 685-6521 x264,,ward.hodsman@f55f.com,(604) 685-9666,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,5.0,0.0,0.0,,False,4664.0
500G000000EjV90IAF,False,,00002524,003G000001B3kodIAB,001G000000vkv1UIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Test Case File,Medium,Playing with how this all works.,True,2013-09-16T22:04:39.000+0000,False,False,005G0000002gyGqIAI,2013-06-25T23:22:12.000+0000,005G0000002gyGqIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250) 708-3376,,kamal.tatla@dfs.ca,,,,,,,,,,,,,,,0.0,,001G000000yW0B8IAK,0.0,False,,,,,,005G0000002gyGqIAI,,,,,,,0.0,0.0,0.0,,False,4664.0
500G000000EjXHRIA3,False,,00002525,003G0000018f7kaIAA,001G000000urMzEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Park Lane Dental - 239018,Medium,"p/a called wondering why funds of $6703 were taken out of their account for May 2013. This is $336 more than their premium. She is thinking its MRP, however, GN isn't showing her any MRP details on the bills. Told her I will look into it and get back to her.",True,2013-06-26T12:47:37.000+0000,False,False,005G0000002gyAKIAY,2013-06-26T11:56:07.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902) 497-4285,,kevin.gildart@ns.sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4663.0
500G000000EjXu4IAF,False,,00002526,003G0000018f6Y5IAI,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Medium,Bob wanted to discuss adding LIB to a client's existing Seg Fund portfolio.,True,2013-06-26T13:22:22.000+0000,False,False,005G0000002gy9PIAQ,2013-06-26T13:21:52.000+0000,005G0000002gy9PIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)988-8530,,robert@rgfraseragency.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4663.0
500G000000EjZt3IAF,False,,00002527,003G0000018f78lIAA,001G000000urMunIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Seafirst Insuance - Client concerns regarding new HSP plan,High,June 24/13 - Nicole called today. Kim at Seafirst has received her first HSP statement and is unhappy with the amount of admin time she expects she will need to do each month to reconcile billing divisions. Nicole feels a solutions needs to be found even if she has to do the reconciliations herself each month for the client. I have contacted Claude Gatin at HO who is going to discuss options with the department that manually prepares all the statements.,True,2013-09-23T17:37:19.000+0000,False,False,005G0000002gyGzIAI,2013-06-26T16:31:36.000+0000,005G0000002gyGzIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250)475-1100,,nicole@clearwellbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,6.0,0.0,0.0,,False,4663.0
500G000000Ejb0ZIAR,False,,00002528,003G0000018f6cQIAQ,001G000000urMvVIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Hart Holdings - 283135,Medium,Spoke with Rob regarding this group. The p/a wanted to add spouse to coverage as well had some questions regarding scaling units on Dental. Talked him through the change form and gave him the claims line to have the p/a call.,True,2013-06-26T17:52:24.000+0000,False,False,005G0000002gyAKIAY,2013-06-26T17:52:13.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)425-8223,(902) 430-5716,rob.healy@healyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4663.0
500G000000EjbXeIAJ,False,,00002529,003G0000018f7IXIAY,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Empire Life LIB,Medium,Dave has a client with an empire life LIB and wants to know how ours works or if she should even be in it.,True,2013-06-26T18:50:28.000+0000,False,False,005G0000002gy3dIAA,2013-06-26T18:50:19.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)357-0034,(519) 357-2883,dave@davetiffin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4663.0
500G000000EjbtwIAB,False,,00002530,003G000001NrV25IAF,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Investments training,Medium,Helped out Jamie's rep Hannah (not yet in salesforce) with some basic investment help she was having trouble with.  May have a few cases come out of it.,True,2013-06-26T18:55:35.000+0000,False,False,005G0000002gy3dIAA,2013-06-26T18:55:28.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)885-5177,5195728648,james@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4663.0
500G000000EjcIwIAJ,False,,00002531,003G0000018f7KFIAY,001G000000urMt7IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Psych exclusion,High,"Spent 45 min on the phone with this client. She feels that she doesn't deserve an exclusion...
I think I convinced her an policy should be placed by tomorrow $3500 premium",True,2013-10-03T12:42:44.000+0000,False,False,005G0000002gyCxIAI,2013-06-26T19:23:23.000+0000,005G0000002gyCxIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,902-422-1631,9024497798,travis.whiteside@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCxIAI,,,,,,,0.0,0.0,0.0,,False,4663.0
500G000000EjhDVIAZ,False,,00002532,003G0000018f7LTIAY,001G000000urMtfIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,CVP,Medium,"Comment fixer le coût, Tout fait avec lui et la cliente conserve la même prime et couverture jusqu'à 100 ans,",True,2013-06-27T13:05:40.000+0000,False,False,005G0000002gy1iIAA,2013-06-27T13:04:57.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(418)549-7747X17325,(418) 817-5355,ftchernoff@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4662.0
500G000000EjiNRIAZ,False,,00002533,003G0000018f6jHIAQ,001G000000urMqcIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Never sold GIO and client may consider,High,"Age 85 and only invests in GIC.  We don't compete with clients bank but I provided some PalTrak reports (1, 3 and 5 year) showing historical gain or loss for our LL Conservative Profile fund.

Don't think client will tolerate any losses so I recommended we don't consider the Seg fund unless client is totally aware that small losses are possible, and especially when interest rates start rising",True,2013-06-27T14:51:54.000+0000,False,False,005G0000002gy7yIAA,2013-06-27T14:51:47.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 276-1177 x482,(416) 909-1915,saleh.aldouri@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4662.0
500G000000EjiRcIAJ,False,,00002534,003G0000018f6h0IAA,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Life Group Conversion Question,Low,Arlene needed help with the software,False,,False,False,005G0000002gy9KIAQ,2013-06-27T14:53:53.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)242-9648,(514) 242-9648,arlene@kiplingfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4662.0
500G000000Ejj63IAB,False,,00002536,003G0000018f6zfIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Further discussion on his multi-account transfer in for $90k,Medium,"Several RRSP accounts although same broker for all of them (MGI)?
Several mutual fund companies and Primerica for about 1/2
Range of Conservative, balanced and mostly Aggressive??  Why all 3 risk profiles in same account?

He will call each Fund Co to get up to date as it isn't clear yet where all the money still is.",True,2013-06-27T16:14:18.000+0000,False,False,005G0000002gy7yIAA,2013-06-27T15:49:28.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,905-276-1177,,eduardo.castaneda@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4662.0
500G000000Ejj6BIAR,False,,00002535,003G0000018f7kMIAQ,001G000000urMz2IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Survival Systems - AOR,Medium,Received AOR appointing Bob Young as advisor.  Emailed Mike notification.,True,2014-12-01T12:07:09.000+0000,False,False,005G0000002gyBCIAY,2013-06-27T15:46:46.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902) 465-5687,,mmoores@gobelmont.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,2.0,0.0,0.0,,False,4662.0
500G000000EjjXHIAZ,False,,00002537,003G0000018f6aIIAQ,001G000000urMryIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Complex Case,Low,"I visited Sandy's office as a touch base.  She is presently working a case with Milan Legris, she prefers to deal with him.  When it comes to insurance she knows she can call and Vera usually is the one calling me if they need help.  She deals with John Gilmour as well.   Not much happenijg in the living benefit area, she said last year was an exception.  However, we will deal with Cecilia when she gets back.",True,2014-09-24T14:52:21.000+0000,False,False,005G0000002gy0PIAQ,2013-06-27T16:23:03.000+0000,005G0000002gy0PIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)744-1011,(613) 558-5580,sandy@trimaranadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4662.0
500G000000EjjbJIAR,False,,00002538,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Best Buy Flooring - AOR,Medium,Processed AOR to change advisor from DL Johnson to Joes Kinsman @ Preston & Associates.,True,2013-06-27T16:28:42.000+0000,False,False,005G0000002gyBCIAY,2013-06-27T16:28:09.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,0.0,0.0,0.0,,False,4662.0
500G000000Ejk9VIAR,False,,00002539,003G0000018f6ZmIAI,001G000000urMqVIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Discussion re moving current personally held policy to corp,Medium,"moving to personally held policy to a corporation.

Set up meeting with Accountant - Bruno at KPMG",True,2017-09-05T16:55:57.000+0000,False,False,005G0000002gy9vIAA,2013-06-27T17:18:58.000+0000,005G0000002gy9vIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416)366-2971,(416) 937-0987,larry.park@lparkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,,0.0,0.0,0.0,,False,4662.0
500G000000EjkCoIAJ,False,,00002540,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Quick pay illustration with rider ADB without having it lapsed,Medium,,True,2013-06-27T17:24:29.000+0000,False,False,005G0000002gyBkIAI,2013-06-27T17:23:14.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4662.0
500G000000EjkOvIAJ,False,,00002541,003G000001EHvmHIAT,001G000000urMthIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Client wanted to cancel CI policies,Low,"Liao / Xie
40540418 / 19

Client came in to office and wanted to talk right away.  He originally talked with Tamara but Yann was able to speak in his language and offered to help.  Needed info from Kathy (TOCS) to advise on new cost after cancelling some riders.",True,2013-07-19T17:25:35.000+0000,False,False,005G0000002gyDWIAY,2013-06-27T17:43:41.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604) 455-0133 ext 234,,yann.yi@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4662.0
500G000000EjlfrIAB,False,,00002542,003G0000018f6rNIAQ,001G000000urMvMIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Questions about RESP Rollover to RSP,Low,Bob had some questions about rolling an RESP to an RSP.  Had to call Mackenzie to confirm.,True,2013-06-27T19:21:42.000+0000,False,False,005G0000002gy3dIAA,2013-06-27T19:21:37.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(705)259-5334,519-575-1031,bob@rockwaterwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4662.0
500G000000Ejlk6IAB,False,,00002543,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,VC quote for Lloydminster Exhibition #224114,Medium,Do up quote for $300 / 24 months,False,,False,False,005G0000002gy2oIAA,2013-06-27T20:07:03.000+0000,005G0000002gy2oIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,2.0,0.0,0.0,,False,4662.0
500G000000EjmuEIAR,False,,00002544,003G0000018f75pIAA,001G000000urMnVIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,PHN comparison,Medium,"Looking at Fixed income alternatives - namely PHN FI funds
create a comparison piece",True,2013-08-19T23:00:58.000+0000,False,False,005G0000002hHYOIA2,2013-06-27T20:55:33.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)685-6521,(604) 644-9725,david@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4662.0
500G000000EjqrYIAR,False,,00002546,003G0000018f6w1IAA,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Révision tarification 2 ans,Medium,donné info sur la révision de tarification 2 ans après la souscription,True,2013-06-28T13:33:51.000+0000,False,False,005G0000002gy1iIAA,2013-06-28T13:33:43.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(418)476-5864X102,(418) 931-3848,marie-pierr@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4661.0
500G000000EjsYZIAZ,False,,00002548,003G0000018f6U2IAI,001G000000urMvuIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Non-Resident RRSP,High,Back and forth with Nadine on US resident who has existing old London Life portfolio. Determined they cannot RIF until forced at 71. Also needed portfolio recommendation so helped modify asset mix to diversify fixed income and increase US equity exposure.,True,2013-06-28T16:03:42.000+0000,False,False,005G0000002hAGmIAM,2013-06-28T16:03:19.000+0000,005G0000002hAGmIAM,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204)947-5555,(204) 229-8880,brian@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hAGmIAM,,,,,,Analysis Document,1.0,0.0,0.0,,False,4661.0
500G000000Ejv5FIAR,False,,00002549,003G0000018f71JIAQ,001G000000urMsAIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Annuity Inquiry,Medium,Needed to know some details regarding our London Life annuities.,True,2013-06-28T19:33:55.000+0000,False,False,005G0000002gxzdIAA,2013-06-28T19:33:14.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,514-331-5838,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4661.0
500G000000EkGnMIAV,False,,00002550,003G0000018f7NqIAI,001G000000urMpoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Estate Protection Funds,Medium,"July 2: Eric and I were discussing fixed income options for an existing EPF client.   We went through all possible alternatives, Eric feels comfortable and confident to discuss with client at next meeting.",True,2013-07-02T14:02:18.000+0000,False,False,005G0000002gy4OIAQ,2013-07-02T14:01:05.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)351-0101,(519) 365-0920,eric@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4657.0
500G000000EkIUiIAN,False,,00002551,003G0000018f7BAIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,1st time discussing a Non Reg account.  Is Corporate Class the way to go?,High,"We discussed the benefits of Class but unless account is relatively large then LL segs are fine as well.   Risk tolerance and certain funds at LL may trump tax benefits of Class.

He appreciated the pros and cons",True,2013-07-02T16:48:41.000+0000,False,False,005G0000002gy7yIAA,2013-07-02T16:48:35.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,905-276-1177,(416) 735-1993,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4657.0
500G000000EkIt8IAF,False,,00002552,003G0000018f6ZsIAI,001G000000urMvlIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Les Petch RESP at Invesco,High,"Client agreed to open new QGOF RESP but also indicated they wanted to continue to own their Invesco Intactive fund with their broker.  Assuming client doesn't change their mind, Les can become AOR provided:
1) account can be held as ""client held"" with Invesco directly (not sure since the fund may be in a nominee plan with a broker right now)
2) new KYC is signed
3) new AORT is signed
4) Les opens ""plan"" and ""KYC"" on Investment Centre showing Invesco as plan sponsor

Les was hoping that Invesco can simply be added to his QGOF RESP but NO since our RESP is client held.  We don't have a nominee RESP to hold this third party fund",True,2013-07-02T16:58:01.000+0000,False,False,005G0000002gy7yIAA,2013-07-02T16:57:52.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)829-3777,,bbrophy@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4657.0
500G000000EkJDXIA3,False,,00002553,003G0000018f6ctIAA,0015o000008CyhaAAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Product Question,Medium,Looking for information as to whether they can mingle 75/75 and 75/100 in the same contract on new Segs.  No is the answer.,True,2013-07-02T17:28:09.000+0000,False,False,005G0000002gy9PIAQ,2013-07-02T17:27:57.000+0000,005G0000002gy9PIAQ,2024-11-04T19:12:16.000+0000,0055o0000019VX9AAM,2024-11-04T19:12:16.000+0000,(905)637-3500,(905) 616-0611,whitney@sovereignwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,,0.0,0.0,0.0,,False,4657.0
500G000000EkJSnIAN,False,,00002554,003G0000018f7SoIAI,001G000000urMxXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,The Tech Department - Policy # 287615,Medium,"Company Name Change - No change for ownership
effective May 1st, 2013",True,2013-07-02T18:05:00.000+0000,False,False,005G0000002gy3HIAQ,2013-07-02T18:04:09.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 490-5945,(780) 993-3822,earlshindruk@optimaxbenefits.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4657.0
500G000000EkJUBIA3,False,,00002555,003G0000019LKVxIAO,001G000000urMzhIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,LTD and NEM's,Medium,"JS called regarding the Trampoline Creative LTD product and NEM. Will NEM apply to everyone...yes, and what volumes will it be once they change their LTD. I suggested to increase overall max to $6000 as well as change the formula to graded  given earnings are more than $36k",True,2013-07-02T18:06:55.000+0000,False,False,005G0000002gy4lIAA,2013-07-02T18:06:37.000+0000,005G0000002gy4lIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)334-2821,902-266-5131,jamie_spence@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,0.0,0.0,0.0,,False,4657.0
500G000000EkJbvIAF,False,,00002556,003G0000018f6pgIAA,001G000000urMsLIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,RP police Santoire,Medium,"Salut Annick,

Juste un petite rappel sur l’avenant de remboursement au rachat.

La cliente aura la possibilité de racheter sa police à l’âge de 55 ans.  Si elle procède alors son contrat prendra fin et elle aura un remboursement d’environ $9,000  moins les réclamations le cas échéant.  Si elle ne rachète pas à l’âge de 55 ans, le remboursement aura lieu alors seulement à l’âge de 65 ans.  Le montant sera alors d’environ $12,500.

Il est à noter que cette clause de remboursement de prime ne prévoit aucune prestation en cas de décès.",True,2013-10-30T18:41:12.000+0000,False,False,005G0000002gxzjIAA,2013-07-02T18:40:03.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450) 928-1321 x215,(438) 494-1690,annick.royer@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4657.0
500G000000EkKILIA3,False,,00002557,003G0000018f6e2IAA,001G000000urMvMIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,Client is looking to tweak Quadrus portfolio.  They took out a leveraged loan in Sept 2007 and are still below water.  The portfolio is overly aggressive and I suggested some improvements to reduce some risk and still provide the clients an opportunity to grow.,True,2013-07-02T18:55:01.000+0000,False,False,005G0000002gy9PIAQ,2013-07-02T18:54:37.000+0000,005G0000002gy9PIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519) 275-3333,,lyle.fisher@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4657.0
500G000000EkKT5IAN,False,,00002558,003G0000018f6iJIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,LIRA inquiry,Medium,Inquired about details of client's LIRA account.,True,2013-07-02T19:20:57.000+0000,False,False,005G0000002gxzdIAA,2013-07-02T19:20:01.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514) 331-5838,,justin.massad@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4657.0
500G000000EkKfeIAF,False,,00002559,0030A0000029mRtQAI,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Client's Desjardins Portfolio,Medium,Fran needed help determining client's Desjardins holdings.,True,2013-07-02T19:24:07.000+0000,False,False,005G0000002gxzdIAA,2013-07-02T19:23:01.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)331-5838X269,,fran.hepworth@londonlife.com,(514)331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,Desjardins,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4657.0
500G000000EkLkaIAF,False,,00002560,003G0000018f7VWIAY,001G000000urN1MIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Policy #16190857,Medium,"Received updated current policy statement and needed help requesting values effective December 31st, 2012 for company owner's Year End.",True,2016-03-06T01:03:13.000+0000,False,False,005G0000002gxxUIAQ,2013-07-02T20:52:16.000+0000,005G0000002gxxUIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)314-2912,(604) 314-2912,rickwspeer@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxUIAQ,,,,,,,1.0,0.0,0.0,,False,4657.0
500G000000EkPhRIAV,False,,00002561,003G0000018f76mIAA,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Question sur rémunération,Medium,Raymond a demandé à son directeur qui l'à référé à moi. Est-ce vrai qu'une police vendue à un client de + de 65 ans sera rémunéré basé sur la prime de 65 ans? Vrai pour permanente et temporaire.,True,2013-07-03T13:20:53.000+0000,False,False,005G0000002gy1SIAQ,2013-07-03T13:20:41.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,450-687-3971,,raymond.hall@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4656.0
500G000000EkQAOIA3,False,,00002562,003G0000018f6h5IAA,001G000000urMvPIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Révision exclusion 41226311,Low,"Bonjour,

Le client a une exclusion permanente pour keratocone.

Toutefois depuis il a eu une greffe de cornée en octobre 2010 qui fut réussi et il aura une opération au laser en dec 2013.  Est-ce que suite à cela, l'exclusion sera révisable ?

Merci
-- 
Fanny Roy-Huard
Conseillère en sécurité financière",True,2013-10-30T18:41:45.000+0000,False,False,005G0000002gxzjIAA,2013-07-03T13:58:47.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)688-0998X329,(514) 234-1217,normand.chadwick@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4656.0
500G000000EkQDeIAN,False,,00002563,003G0000018f6xKIAQ,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Reduced paid up,Low,5 demande de Reduced paid-up en juin.,True,2013-10-30T18:42:50.000+0000,False,False,005G0000002gxzjIAA,2013-07-03T14:31:32.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)622-6808,(450) 400-0033,yuntao.zhang@fvwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4656.0
500G000000EkQpgIAF,False,,00002564,003G0000018f6tCIAQ,001G000000urMjXIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Portfolio Review/Rebalance,Medium,"Talked to Mike Meehan and he has a client appointment next week.  He wanted me to help him with a portfolio review of his client.  

I told him we can incorporate the new funds for illustration purposes as they will be available next week.",True,2013-07-05T15:21:43.000+0000,False,False,005G0000002h9WtIAI,2013-07-03T14:53:43.000+0000,005G0000002h9WtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)604-6425,(416) 562-6425,michael@meehanwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,1.0,0.0,0.0,,False,4656.0
500G000000EkQwjIAF,False,,00002565,0030A0000029jpiQAA,001G000000wjNraIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Groupnet Training for NL Buy and Sell,Medium,Steve Barnes from the Buy and Sell called and is having trouble getting into the groupnet for plan admin site. Can you call him when you get back and set up a time to go over and show him the site and how to use it?,True,2015-04-18T00:31:59.000+0000,False,False,005G0000002gyCEIAY,2013-07-03T15:12:55.000+0000,005G0000002gyCEIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(709)753-4300,,,(709)754-0198,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCEIAY,,,,,,,1.0,0.0,0.0,,False,4656.0
500G000000EkRITIA3,False,,00002566,003G000001AP6jeIAD,0015o000008Cz06AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"Read Automotive, Policy #262800",Medium,"1.	What would you like the overall benefit maximum to be for LTD? best available
2.	I will quote the standard LTD definition of 24 months own occ, benefit period to age 65 unless you advise differently yes
3.	What would you like the coinsurance for Major Dental to be? 50%
4.	Dental currently has an annual Routine maximum of $2,000, do you want to maintain this maximum but just combine it with Major or would you like a different maximum? $2,000/year  and basic/major combined
5.   Decrease coinsurance for Drugs to 80%",True,2014-10-16T23:24:10.000+0000,False,False,005G0000002gyEtIAI,2013-07-03T15:35:31.000+0000,005G0000002gyEtIAI,2024-04-03T13:32:36.000+0000,0055o0000019VX9AAM,2024-04-03T13:32:37.000+0000,(306) 244-0949,,adeana.monus@wiegers.ca,(306) 244-4026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4656.0
500G000000EkS0cIAF,False,,00002567,003G0000018f7NfIAI,001G000000urMrDIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Siegel - Client Cohen review,Medium,Client holds 220k Quadrus - Review port and rebalance - currently advanced mix.,True,2013-07-03T20:48:06.000+0000,False,False,005G0000002gy2SIAQ,2013-07-03T16:50:36.000+0000,005G0000002gy2SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 660-9414 X238,,lindsay.siegel@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2SIAQ,,,,,,Marketing Piece;Analysis Document,1.0,0.0,0.0,,False,4656.0
500G000000EkSjuIAF,False,,00002568,003G0000018f6ZiIAI,0015o000008CyfNAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,CRA Auditing the CDA Claim for Don Steeves of Steeves & Rozeema,High,"Helping the CA/CFO of the corporation with the CRA Auditor's claim that they claimed too high of a Capital Dividend.
Important because these are top clients of the Barill's and we are in fact currently proposing additional permanent insurance on some children of the original shareholders.
Also important because the auditor indicated to the CFO that he didn't understand these 'dividends' and that he considered these insurance policies to be extremely 'unusual'!!  Need to make sure the CFO doesn't view par policies as unusual!",True,2015-11-20T18:25:00.000+0000,False,False,005G0000002gy5UIAQ,2013-07-03T17:37:09.000+0000,005G0000002gy5UIAQ,2024-10-04T13:28:59.000+0000,0055o0000019VX9AAM,2024-10-04T13:29:00.000+0000,(519)336-0999,,bill@barillandcompany.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5UIAQ,,,,,,,0.0,0.0,0.0,,False,4656.0
500G000000EkSnZIAV,False,,00002569,003G0000018f6z4IAA,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,HBP,Medium,Darren had questions about how the homebuyer plan works and when his client would need to start paying it back.,True,2013-07-03T17:48:53.000+0000,False,False,005G0000002gy3dIAA,2013-07-03T17:48:38.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)998-2009,(519) 998-2009,darrenbailey@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4656.0
500G000000EkTDaIAN,False,,00002570,003G0000018f74hIAA,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Insurance Comparison,Low,comparing options for client -why create recommendations the way we do,True,2013-08-19T23:03:45.000+0000,False,False,005G0000002hHYOIA2,2013-07-03T18:16:44.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604) 685-6521 Ext 4323,(778) 862-9292,mliu@jflglobal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,2.0,0.0,0.0,,False,4656.0
500G000000EkTF0IAN,False,,00002572,003G0000018f6WkIAI,001G000000urMpKIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Schwantz Portfolio Review,Medium,"Client not happy with performance, fees. 230K so doesnt qualify for preferred product. Produced Portfolio insights report to illustrate the performance is more than adequate.",True,2013-07-03T18:30:27.000+0000,False,False,005G0000002gy29IAA,2013-07-03T18:30:04.000+0000,005G0000002gy29IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(705)720-1475,,tony@retirerite.ca,,,,,,,,,,,None,Other,,,0.0,,,0.0,False,None,,,,,005G0000002gy29IAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4656.0
500G000000EkTF2IAN,False,,00002571,003G0000018f6x6IAA,001G000000urMqKIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Policy summary request,Medium,"Tony requested a policy summary for 41163481, no changes.",True,2015-07-30T12:31:30.000+0000,False,False,005G0000002gy2jIAA,2013-07-03T18:18:44.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)827-8066,(905) 334-3863 *,tony@madurifinancialgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4656.0
500G000000EkUJLIA3,False,,00002574,003G0000018f6TFIAY,001G000000urMp8IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Galay Portfolio,Medium,Dave has a case where he feels he misunderstood his client and didn't know his actual risk tolerance. He feels the client has money elsewhere and wants me to design a portfolio for his client so he can take advantage of a higher equity position to offset the withdrawals he is making. The money is coming from an employer funded pension plan and the client wants to see what we can put together to provide for a slightly better retirement if he can achieve higher returns than in the conservative profile over the long term.,True,2013-10-25T14:26:33.000+0000,False,False,005G0000002gyFjIAI,2013-07-03T20:39:38.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(807)343-4788X4228,,david.martin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Quotation;Analysis Document,1.0,0.0,0.0,,False,4656.0
500G000000EkUseIAF,False,,00002575,003G0000018f7nIIAQ,001G000000urMx3IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,R Moche Electric,High,"July 3rd, 2013 ...  Adjusted rates and offered a drug card.... August 1st: Completed ammendment for the case and saved the business with GWL.",True,2013-07-30T16:59:04.000+0000,False,False,005G0000002gyE0IAI,2013-07-03T20:42:46.000+0000,005G0000002gyE0IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250)785-0309,(250) 262-7106,ross@sexsmithfinancial.com,(250)785-8119,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4656.0
500G000000EkVTRIA3,False,,00002578,003G0000018f6p7IAA,001G000000urMsJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Seg fund analysis,Medium,Paltrak required Paltrak reports for a few seg funds.,True,2013-07-03T22:02:00.000+0000,False,False,005G0000002gxzdIAA,2013-07-03T22:01:29.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4656.0
500G000000EkVTfIAN,False,,00002576,003G0000018f6hHIAQ,001G000000urMnpIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Review from vacation,Medium,Met with Gary to see how his vacation in Asian went. Provided him with an update on a few changes he will be seeing both with Quadrus and F55 .,True,2014-09-23T23:04:17.000+0000,False,False,005G0000002gy1jIAA,2013-07-03T21:51:40.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)868-1522,(604) 868-1522,gary@ghughesgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aVJMIA2,,,Marketing Piece,0.0,0.0,0.0,,False,4656.0
500G000000EkVYQIA3,False,,00002577,003G0000018f7OBIAY,001G000000urMmxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Social styles and case opportunities,Medium,Dave attended the training July 2 we discussed approaches to dealing with the affluent market and retirees. I referred to Social Syles and approaches to consider based on clients social style.,True,2014-07-11T14:25:52.000+0000,False,False,005G0000002gy1jIAA,2013-07-03T22:01:16.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250)668-6387,(250) 668-6387,david@davidmccallum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,,0.0,0.0,0.0,,False,4656.0
500G000000EkYt2IAF,False,,00002580,003G0000018f7KFIAY,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Muise Dental Inc 286719 - AOR,Medium,Sent AOR Notification to Travis Whiteside James MacDonald,True,2014-12-01T12:06:44.000+0000,False,False,005G0000002gyBCIAY,2013-07-04T17:12:33.000+0000,005G0000002gyBCIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,902-422-1631,9024497798,travis.whiteside@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,2.0,0.0,0.0,,False,4655.0
500G000000EkYzsIAF,False,,00002579,003G0000018f6RDIAY,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Neighborhood Bridges Ltd. Policy # 271269,Medium,"Did 3 hypothetical amendment quotes;
1- Adding STD 15-15-15
2- DC max 1500
3- DC max 2000",True,2013-07-04T16:28:25.000+0000,False,False,005G0000002gy3HIAQ,2013-07-04T16:26:56.000+0000,005G0000002gy0UIAQ,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(780)448-0676,,doug@silverberggroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4655.0
500G000000EkZLVIA3,False,,00002582,003G0000018f6iWIAQ,001G000000urMqAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Charitable Giving Program,Medium,Geoff had questions about the program for his father in law.  Needs to know who can contribute and get the receipt etc.,True,2013-07-04T17:58:30.000+0000,False,False,005G0000002gy3dIAA,2013-07-04T17:58:27.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)831-9744,(519) 831-9744,geoff.hornby@argentumfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4655.0
500G000000EkZMDIA3,False,,00002581,003G0000018f78NIAQ,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Broker Referral Relationship,Low,has opportunity for long term relationship with Broker positioning CAT as potential product mix,True,2014-07-14T17:59:03.000+0000,False,False,005G0000002hHYOIA2,2013-07-04T17:57:30.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604) 685-6521 x323,,andrew.cooke@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,5.0,0.0,0.0,,False,4655.0
500G000000EkZYyIAN,False,,00002583,003G0000018f6hRIAQ,001G000000urMw8IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Corporate class balanced portfolio,High,"Helping Justin assemble a balanced CC portfolio for $25,000.  About $130,000 to be added over the coming months.",True,2014-04-23T19:41:54.000+0000,False,False,005G0000002hHY9IAM,2013-07-04T18:42:30.000+0000,005G0000002hHY9IAM,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHY9IAM,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4655.0
500G000000EkZqLIAV,False,,00002588,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LL Fixed income funds,Medium,Sophie was concerned about the sudden drop in price with our LL fixed income funds,True,2013-07-04T20:56:51.000+0000,False,False,005G0000002gxzdIAA,2013-07-04T20:55:58.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4655.0
500G000000EkZrDIAV,False,,00002584,003G0000018f75gIAA,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Quadrus Charitable Giving Program,Medium,Larbi wanted to have some information and brochures to explain the program to his potential client.,True,2013-07-04T20:13:38.000+0000,False,False,005G0000002gxzdIAA,2013-07-04T20:12:26.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,514-331-5838,(514) 862-6693,larbi.ouazzani@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4655.0
500G000000EkZrrIAF,False,,00002585,003G0000018f7GuIAI,001G000000urMwbIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Eric Antonette,Medium,"Client currently invested in QGOF MM Fund, for all of his personal and corporate asset (LIRA, RSP, Holdco).  I need to come up with recommended portfolios.  Waiting on Rodrigo to send me the investor profiles.  
LIRA: $41,876
RSP: $169,049
Holdco: $300,056",True,2013-11-14T19:06:08.000+0000,False,False,005G0000002gy7iIAA,2013-07-04T20:14:31.000+0000,005G0000002gy7iIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)361-0808,(514) 825-3554,rodrigo.bustos@prosphere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7iIAA,,,,,,,1.0,0.0,0.0,,False,4655.0
500G000000EkZvWIAV,False,,00002586,003G0000018f6mlIAA,001G000000urMsHIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LL Fixed Income fund returns,Medium,Tony was concerned about the sudden drop in price with our LL fixed income funds.,True,2013-07-04T20:52:53.000+0000,False,False,005G0000002gxzdIAA,2013-07-04T20:51:47.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)931-4242,(514) 576-6118,lou@yongtrust.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4655.0
500G000000EkZw9IAF,False,,00002589,003G0000018f6oEIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Model portfolios,Medium,Mohtaz needed help with building a portfolio for his client.,True,2013-07-04T21:01:01.000+0000,False,False,005G0000002gxzdIAA,2013-07-04T21:00:36.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514) 331-5838 x 281,,mohtaz.alilat@financiereliberte55.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4655.0
500G000000Eka0UIAR,False,,00002587,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,LL Fixed income funds,Medium,Martin was concerned about the sudden drop in price with our LL fixed income funds,True,2013-07-04T20:55:00.000+0000,False,False,005G0000002gxzdIAA,2013-07-04T20:54:02.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4655.0
500G000000EkdWfIAJ,False,,00002590,003G0000018f6WrIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Kelvin's PWC portfolio recommendation (1 pager),High,"He has a number of cases and wants our PWC portfolio recommendations. I agreed to send him a ""one pager""",True,2013-07-05T14:40:12.000+0000,False,False,005G0000002gy7yIAA,2013-07-05T14:40:04.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416) 903-2901,,asheet@asheetmehta.com,(647) 427-0437,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000EkdXdIAJ,False,,00002591,003G0000018f6WrIAI,001G000000urMqcIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"How do indexed linked GIC's work (TSX 60, 3 year) offered by a credit union",Medium,"They limit upside potential since they limit downside risk
Growth although linked to equity market gains are taxed as interest income
Usually can't redeem until maturity

If this is the only way a client will agree to attain market exposure then fine but in general these are not great.  Better to invest in market and rest in fixed income on your own",True,2013-07-05T14:43:08.000+0000,False,False,005G0000002gy7yIAA,2013-07-05T14:43:03.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416) 903-2901,,asheet@asheetmehta.com,(647) 427-0437,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000EkeBOIAZ,False,,00002592,003G0000018f7GBIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Sunlife GMWB compared to LIB,Medium,"In a nutshell, we are still the best among the big 3",True,2013-07-05T16:09:23.000+0000,False,False,005G0000002gy7yIAA,2013-07-05T16:09:17.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)276-1177X234,(647) 272-6085,rob.mackenzie@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000EkeWcIAJ,False,,00002593,003G0000018f7TFIAY,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,#260063 - Redengine Inc.,Medium,"Delete Div 1 and all its employees
Div 2 - Rocketfuel Productions Inc. taking over the policy, no change of ownership (same owners)",True,2013-07-05T17:32:40.000+0000,False,False,005G0000002gy0UIAQ,2013-07-05T17:32:16.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000Ekeu0IAB,False,,00002596,003G0000018f6h5IAA,001G000000urMvPIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Jacques Chabot,Low,5/07/2013. Demande confirmation que sa police personnelle est toujours valide compte tenu du fait qu'il passe 3 à 4 mois par année au Mexique. Message laissé à Helen Murphy pour confirmation.,True,2013-10-24T23:05:12.000+0000,False,False,005G0000002gyBhIAI,2013-07-05T18:13:51.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)688-0998X329,(514) 234-1217,normand.chadwick@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000EkeuOIAR,False,,00002594,003G0000018f7DzIAI,001G000000urMspIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Budgell,Medium,"Large loan on a policy didn't know how to go about continuning as much of the coverage as possilbe while eliminating the loan.  Recommended converting the econo to jub or 10 pay ul and reducing the face and cashing in the PUA.

Maintains the same amount of coverage with no loan.",True,2013-07-05T17:54:22.000+0000,False,False,005G0000002gyB3IAI,2013-07-05T17:54:12.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(709)673-5550,(709) 673-7888,jonathan.noel@prosperitywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000EkewUIAR,False,,00002595,003G000001AP6jeIAD,0015o000008Cz06AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"Aspen Interiros, Policy #271274",High,"Prepare an amendment quote as follows:

-	Decrease Life NEM & MAX to $100,000
-	Change dependent life to “from birth”
-                    Change Drugs to $15,000 max
-	Increase LTD max to $4833 (gross annual income $87,000)  with highest NEM possible
-	Dental recalls from 6 months to 9 months
-	Scaling units from 14 to 6",True,2014-10-16T23:24:28.000+0000,False,False,005G0000002gyEtIAI,2013-07-05T17:58:09.000+0000,005G0000002gyEtIAI,2024-04-03T13:32:36.000+0000,0055o0000019VX9AAM,2024-04-03T13:32:37.000+0000,(306) 244-0949,,adeana.monus@wiegers.ca,(306) 244-4026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4654.0
500G000000EkfD1IAJ,False,,00002597,003G0000018f76mIAA,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Question sur rémunération selon l'âge du client.,Medium,,True,2013-07-05T18:33:02.000+0000,False,False,005G0000002gy1SIAQ,2013-07-05T18:32:49.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,450-687-3971,,raymond.hall@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000EkfE1IAJ,False,,00002599,003G0000018f6f8IAA,001G000000urMvQIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,OPR spéciale pour une dentiste,Medium,Confirmation à Laurent qu'il est possible de souscrire une OPR spcéciale dans les 90 jours suivants la diplômation d'un dentiste jusqu'à concurrence de 4500$ de rente mensuelle.,True,2013-10-24T23:06:18.000+0000,False,False,005G0000002gyBhIAI,2013-07-05T18:43:29.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)849-3261,(514) 814-6845,laurent.cauchi@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000EkfGzIAJ,False,,00002598,003G0000018f6etIAA,001G000000urMueIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Option de souscription future Rachat des parts,Medium,Hélène se questionne sur le formulaire à compléter. Confirmation qu'il s'agit du formulaire d'OPR standard.,True,2013-10-24T23:05:57.000+0000,False,False,005G0000002gyBhIAI,2013-07-05T18:41:10.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000EkfKdIAJ,False,,00002600,003G0000018f6KIIAY,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Demande de matériel de prospection.,Medium,Sylvie Barone son adjointe veux des modèles de lettre de prospection pour faire des envois et des appels à des métiers que je dois cibler pour eux.,True,2013-07-05T18:53:29.000+0000,False,False,005G0000002gy1SIAQ,2013-07-05T18:53:08.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)293-4696,(514) 293-4696,angelo@mazzellafinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4654.0
500G000000EkfUcIAJ,False,,00002601,003G0000018f6jaIAA,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Estate Max opportunities,Medium,has some clients (Wallaster and Hargraves) who are candidates for Estate Max - Colin will contact -,True,2013-10-15T23:37:35.000+0000,False,False,005G0000002hHYOIA2,2013-07-05T19:06:48.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)728-4071,(604) 428-4071,colin@colinjones.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4654.0
500G000000EkfcJIAR,False,,00002602,003G0000018f6oRIAQ,001G000000urMsaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Suivi sur dossier d'annulation de police resoumis.,Medium,,True,2013-07-05T19:30:10.000+0000,False,False,005G0000002gy1SIAQ,2013-07-05T19:29:51.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)818-9903,,marc-olivier.gagnon@sfproxima.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000EkfhqIAB,False,,00002603,003G0000018f7DFIAY,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Demande de suivi de dossier.,Medium,Demande transférée à Regina. Elle lui est revenu rapidement.,True,2013-07-05T19:35:47.000+0000,False,False,005G0000002gy1SIAQ,2013-07-05T19:35:35.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)803-2389,,johnwayne.trinh@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4654.0
500G000000EkfwlIAB,False,,00002604,0035o000006npylAAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,278008 - Regina Electric - Declined application,Medium,"Employee Akiliu Bekele was declined for coveage Aug 22, 2011.  He appealed and was still declined on Janaury 27, 2012.  The advisor is requeting we look into whether or not this employee can receive coverage.",True,2013-07-10T20:18:39.000+0000,False,False,005G0000002gyBqIAI,2013-07-05T20:12:11.000+0000,005G0000002gyBqIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306)757-8631,,jeff.lightheart@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBqIAI,,,,,,,7.0,0.0,0.0,,False,4654.0
500G000000EkohXIAR,False,,00002605,003G0000018f6XjIAI,001G000000urMs2IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Why the client cannot go on RPU today while maintaining the policy exempt.,Low,"Had questions about an in force policy. 6 years ago the client got an RPU quote showing the possibility of him not paying  6 years, but that is no longer possible.",False,,False,False,005G0000002gy9KIAQ,2013-07-08T12:32:30.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)931-4242,(514) 826-0069,sg@servicesfinanciersops.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4651.0
500G000000EkpErIAJ,False,,00002606,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Kathy's own accounts,Medium,July 8: Kathy asked me to review her accounts and determine if any changes could be made.   There was an opportunity to move some of her assets into Preferred 1.  We also discussed how important it was to solidify her preferred asset allocation mix (and overall risk comfort level) and then make adjustments accordingly.,True,2013-07-08T14:09:15.000+0000,False,False,005G0000002gy4OIAQ,2013-07-08T14:08:59.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,1.0,0.0,0.0,,False,4651.0
500G000000EkpvmIAB,False,,00002607,003G0000018f7yZIAQ,0015o000008CydRAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Client inquired regarding N series fees appearing on stmt,Medium,Explained the fees appearing on stmt - IMF and advisor fee being charged seperately,True,2013-07-08T14:45:15.000+0000,False,False,005G0000002gy6dIAA,2013-07-08T14:45:00.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(204)594-2212,,jl@rlfadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4651.0
500G000000EkqESIAZ,False,,00002608,003G0000018f6jPIAQ,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Jacob Accounts,Medium,July 8: Patricia was concerned about her and her husbands investment accounts.   Was looking for a recommendation which I provided.,True,2013-07-08T15:04:11.000+0000,False,False,005G0000002gy4OIAQ,2013-07-08T15:03:40.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519) 967-1180,,patricia.jacob@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4651.0
500G000000EkqU7IAJ,False,,00002609,0030A0000029epzQAA,001G000000wjNqWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,242088 - Kingsway Scientif & Industrial Instruments Inc.,Medium,sent groupnet report of ee data and current plan design to advisor,True,2013-11-13T19:59:40.000+0000,False,False,005G0000002gyDnIAI,2013-07-08T15:44:06.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)431-0527,(587) 764-0202,cam.lowe@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4651.0
500G000000EkqmkIAB,False,,00002610,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,BFG Machine,Low,termed Div 2 eff May 31 13,True,2013-07-08T16:16:09.000+0000,False,False,005G0000002gy2tIAA,2013-07-08T16:15:55.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4651.0
500G000000EkrMKIAZ,False,,00002611,003G0000018f76LIAQ,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,Looking for some allocation recommendations.  Provided some assistance and answered his questions through emails back and forth.,True,2013-07-08T17:20:04.000+0000,False,False,005G0000002gy9PIAQ,2013-07-08T17:19:54.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(289)673-4214,(905) 515-5382,rcranbury@hfwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,,0.0,0.0,0.0,,False,4651.0
500G000000EksDWIAZ,False,,00002612,003G000001EHvb1IAD,001G000000urMoWIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,I.P.P Cases- First Nations,Medium,"Hi Sabrina,
I could potentially have 2 interested clients depending on some decisions they are making currently - both hold Doctorates in the field of Education.

#1 Prospect - Currently employed full time at a post secondary First Nations’ institution located on a First Nations Reserve.  All money earned is earned TAX FREE, is Status Indian Employee according to Canada Revenue Agency – Tax free Income on T4 for 2012 was about $84,000 plus other TAX FREE contracts (about 30 – $40,000 in 2012).  Currently considering leaving this Institution and creating own individual business as private education consultant OR creating a consulting business with # 2 Prospect (and perhaps several others with Status Indian designation). Currently this particular prospect participates in the defined contribution pension plan with the Institution.  (Thus tax deferring plans like RRSP, issues of tax-efficient plans etc are not drawing cards since no tax is paid on income).

# 2 Prospect – up until about a year ago WAS  as # 1 Prospect, employed full time at a post secondary First Nations’ institution located on a First Nations Reserve probably for about 15 years.  All money earned TAX FREE, was Status Indian Employee according to Canada Revenue Agency.  For the past year or less has been a private Education consultant working both on a First Nations Reserve as well as off the First Nations Reserve.  Thus some of the money is earned TAX FREE and other part has to pay tax.  Considering teaming up and creating a consulting business with #1 Prospect (and possibly a few others with Status Indian designation) where as a team they will take contracts on First Nations Reserves/First Nations’ Institutions located on First Nations’ Reserves thus the money earned being TAX FREE.  Probably this prospect is in a similar income range as prospect # 1 let’s say $80,000 Tax free and $40,000+ Gross (taxable) – these are estimates.  Currently this prospect has NO pension Plan.  They are uncertain if the team would be a registered business or if there is any advantage to become incorporated given that their intention is to work with and on First Nations Reserves thereby money earned will be TAX FREE.  Wants to know about options for a Pension Plan? Personal defined benefit Pension (individual pension Plan IPP) or how does an IPP compare to a defined contribution plan if start own company/business.  Does incorporation help or hinder getting the best Pension Plan? These are some of the  initial questions being asked and will be considered as these two prospects make decisions in the next month or so.",True,2013-07-11T22:20:27.000+0000,False,False,005G0000002gy2OIAQ,2013-07-08T17:25:55.000+0000,005G0000002gy2OIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 428-8585 x4259,,stephen.andreas@freedom55financial.com,(780) 429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2OIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4651.0
500G000000EkswhIAB,False,,00002613,003G0000018f6Y5IAI,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Medium,Client is looking to turn registered assets into income producing.  Provided LIB illustration and spoke with DBD about whether the advisor needs training on LIB and annuity illustrations.,True,2013-07-08T18:33:33.000+0000,False,False,005G0000002gy9PIAQ,2013-07-08T18:33:01.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)988-8530,,robert@rgfraseragency.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4651.0
500G000000EkuOwIAJ,False,,00002615,003G0000018f6uOIAQ,001G000000urMp2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,New Funds and Markets,Medium,Andrew has a client who is a moderate investor and is looking to invest in seg funds that are low risk. He is worried that bonds might go down in price so we had a discussion about this and advised him on the new funds we offered that would be suitable for a low risk investor and could offer some protection against rising interest rates. I profiled to him the High Yield Bond fund as well as the U.S. dividend fund and provided him with marketing pieces showing the performance of such funds against their peers.,True,2013-10-28T20:37:30.000+0000,False,False,005G0000002gyFjIAI,2013-07-08T20:40:00.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(204)489-1587,,andrew@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4651.0
500G000000EkupVIAR,False,,00002616,003G0000018f6efIAA,001G000000urMvTIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Guillaume Lachapelle: transfer of RPP,High,"Case obtained from Claude at June 18th, 2013 meeting.  Client is leaving employer, and wants to transfer assets to a LIRA.",True,2013-11-14T19:05:11.000+0000,False,False,005G0000002gy7iIAA,2013-07-08T20:40:44.000+0000,005G0000002gy7iIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gy7iIAA,,,,,,,1.0,0.0,0.0,,False,4651.0
500G000000EkurxIAB,False,,00002614,0030A0000029mXmQAI,0015o000008CydLAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Request for Surrender Exemption,Medium,Tim came to me about a question about providing for a client's 2 daughters who are emotionally unstable and she is worried that her children will spend their inheritance way to fast after she passes. I mentioned to Tim that a request for surrender document could be filled out to provide an income stream for her children. I provided Tim with the actual form and am trying to get an exception from head office to allow 2 beneficiaries on the same policy.,True,2013-10-28T20:36:55.000+0000,False,False,005G0000002gyFjIAI,2013-07-08T20:34:25.000+0000,005G0000002gyFjIAI,2024-01-23T15:12:54.000+0000,0055o0000019VX9AAM,2024-01-23T15:12:54.000+0000,(204)444-2091,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Concept,0.0,0.0,0.0,,False,4651.0
500G000000EkuxgIAB,False,,00002617,003G0000018f6efIAA,001G000000urMvTIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Yves Levasseur: transfer of RPP,High,"Case obtained from Claude at June 18th, 2013 meeting.  Client is leaving employer, and wants to transfer assets to a LIRA. $525,000 can be transferred.",True,2013-10-10T17:54:08.000+0000,False,False,005G0000002gy7iIAA,2013-07-08T20:42:04.000+0000,005G0000002gy7iIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7iIAA,,,,,,,1.0,0.0,0.0,,False,4651.0
500G000000EkvvTIAR,False,,00002619,003G0000018f7TZIAY,001G000000urN37IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Policy #277476 - ID#27,Medium,"rec;d email from Plan admin - ID#27 has overage dependent  Benefits were terminated in May when dependent turned Age 22 as no longer student. However, plan member submitted completed overage dependent from in mid-January.  Contacted MD&S and Inforce and form never recieved.  Plan membe forwarded copy of completed form on July 8th- forwarded to MD&S for review as they requested.",True,2013-11-12T15:16:53.000+0000,False,False,005G0000002gxytIAA,2013-07-08T22:14:52.000+0000,005G0000002gxytIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(819) 777-2882,(819) 664-2039,lf@groupemajor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxytIAA,,,,,,,0.0,0.0,0.0,,False,4651.0
500G000000EkvwjIAB,False,,00002618,003G0000018f7qNIAQ,001G000000urN6nIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,RDSP Question,Medium,,True,2013-07-08T22:12:48.000+0000,False,False,005G0000002gy6dIAA,2013-07-08T22:12:36.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,(306) 570-6440,james@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4651.0
500G000000El01TIAR,False,,00002620,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Miller Thomson LLP,Medium,"Peter Liden contacted me regarding the best way to position what he sold vs. a GSI (RBC), which the company is considering.

Peter had sold a number of individual plans to the lawyer class at an Edmonton location - Miller Thomson LLP.

The information that I was given on the GSI was a sample contract. I do not know how much they are proposing, optional benefits they are adding or the premiums. I had asked Peter to obtain this information.

I provided Peter a couple differences between our Professional contract and RBC's professional series plan.",False,,False,False,005G0000002gy08IAA,2013-07-09T14:40:04.000+0000,005G0000002gy08IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4650.0
500G000000El04cIAB,False,,00002621,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Herles,Medium,Test enter,False,,False,False,005G0000002gy2oIAA,2013-07-09T14:45:18.000+0000,005G0000002gy2oIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4650.0
500G000000El0mjIAB,False,,00002622,003G0000018f6jvIAA,001G000000urMrmIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Rebalancing,Medium,Greg asked about grandmother's portfolio. Fixed income portfolio. Has dropped 1% and concerned. Discussed the new funds and what he could do. Well diversified already. Expalined could shift some funds into shorter term duration. (Limited to DSC. (No s/t bond). Will shift some from Bond to Mortgage.,True,2013-07-09T15:45:49.000+0000,False,False,005G0000002gxyDIAQ,2013-07-09T15:45:32.000+0000,005G0000002gxyDIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,613-748-3455,,gregory.habinski@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,n/a,,,,,005G0000002gxyDIAQ,,,,,,Presentation,0.0,0.0,0.0,,False,4650.0
500G000000El0ofIAB,False,,00002623,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Herle's Truck,Medium,Please do  up amendment quote for $250 VC,False,,False,False,005G0000002gy2oIAA,2013-07-09T15:47:43.000+0000,005G0000002gy2oIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4650.0
500G000000El1GSIAZ,False,,00002625,003G0000018f74hIAA,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Pension Max calculator,Medium,,True,2013-08-19T23:02:01.000+0000,False,False,005G0000002hHYOIA2,2013-07-09T17:20:56.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604) 685-6521 Ext 4323,(778) 862-9292,mliu@jflglobal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4650.0
500G000000El1u0IAB,False,,00002624,003G0000018f6xmIAA,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Profil d'usager et Emprunt garanti de l'entreprise qui ne fonctionne pas,Medium,"J'ai fiat le tour avec lui det ous ses profils d'usager : AI et AMG, ensuite LL (Temp. PAR ET VU) et ensuite corriger les macrois afin que son fichier Excel aille bien pour les différents concepts!",True,2013-07-09T17:19:15.000+0000,False,False,005G0000002gy1iIAA,2013-07-09T17:19:06.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(418)955-3255,(418) 955-3255,nicolas@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4650.0
500G000000El33wIAB,False,,00002626,003G0000018f7BkIAI,001G000000urMp5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Investment Income / Mix,Medium,Claudette had a client looking for investment advice. Upon researching her clients questions it appeared she was trying to do all of her investments herself but have Claudette build the plan and do all the strategy for her. After speaking with Claudette she is going to speak with the client and either have the client commit to investing with her or charge her a fee for service for doing the financial planning without providing the investments directly.,True,2013-07-09T18:49:33.000+0000,False,False,005G0000002gyFjIAI,2013-07-09T18:49:12.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(807)343-4788,,claudette.gleeson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4650.0
500G000000El34VIAR,False,,00002627,003G0000018f75qIAA,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Rosemarie Boyd COmpetitor Plan,Medium,Rosemarie was layed off and is in between Jobs. Should she cancel the contract?  What happens if there is a claim?  Does she have to notify GW?,True,2013-07-12T17:31:01.000+0000,False,False,005G0000002gyB3IAI,2013-07-09T18:50:03.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,709-722-7861,,chris.harris@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4650.0
500G000000El3LbIAJ,False,,00002628,003G0000018f75qIAA,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Luke Bhatia,Medium,underwriting questions from reinsurer,True,2013-07-09T19:13:15.000+0000,False,False,005G0000002gyB3IAI,2013-07-09T19:10:38.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,709-722-7861,,chris.harris@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4650.0
500G000000El3hmIAB,False,,00002629,003G0000018f6wyIAA,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Seminar - Education Credits for Dentists,Medium,Kosta would like to know whether we can put on a presentation for dentists and offer them education credits. Emailed an advisor who works primarily with this market to see if it is possible.,True,2013-07-24T13:21:03.000+0000,False,False,005G0000002gy4fIAA,2013-07-09T19:40:06.000+0000,005G0000002gy4fIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 332-3400,,kosta.duric@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy4fIAA,,,,,,,0.0,0.0,0.0,,False,4650.0
500G000000El3v1IAB,False,,00002630,003G0000018f7uFIAQ,001G000000urN0EIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Aqua Lung - Chris Totten Out of Country claims,Medium,Spoke with Ted regarding Chris' $5K of OoC claims while she was down in Australia.  Ted is going to talk to Tanya on Thurs who will speak to John at Aqua Lung.  Ted will get back to us and let us know what John decides.,True,2013-07-24T20:25:21.000+0000,False,False,005G0000002gxyyIAA,2013-07-09T20:01:31.000+0000,005G0000002gxyyIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250) 386-1454,(250) 818-0752,ted_balderson@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyyIAA,,,,,,,5.0,0.0,0.0,,False,4650.0
500G000000El4KZIAZ,False,,00002631,003G0000018f6qVIAQ,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Surprime de 250% cas Roger Simard,Medium,"J'ai regardé Succession plus mais dû à son âge il faut aller à $35,000 en BAL donc $1000 moins cher que LL, mais le client une assurecommande dans laquelle il pourrait mettre $1940 par année pour la garder à 100 ans alors que S+ = $2799.
Donc on ne remplace pas.",True,2013-07-09T20:42:18.000+0000,False,False,005G0000002gxzjIAA,2013-07-09T20:32:35.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)638-0970,,erik.poupion@canadavie.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4650.0
500G000000El89nIAB,False,,00002632,003G0000018f74YIAQ,001G000000urMt8IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Core & Explore Investment startegy for RRSP,Medium,"Received this email from Adam on Tuesday July 9th:
Met with Sarah Kemp and doing Financial Analysis for her and she’d like a second opinion on her rbc funds…angela will send you our beginnings of looking at them vs what we’ve been using for aggressive investors:
She is an admittedly Aggressive investor, 35 years old and planning to retire in 25 years and is the co-owner of a 2nd generation business…she has a strong net worth ($800,000+ from real estate and business primarily) and the relevant quote on her relationship with the bank was, “Well, they can’t really give advice, can they? I’m the one who seems to have the ideas and they just take orders…I’d like advice, though…”

Looking for simple analysis (bullets) on why what she has won’t work as well as what we could do and a Seg fund as well as Mutual fund recommendation that is not profile funds (she would favour the manual approach)…no need to support to our old mix as I’m looking for some fresh thinking there in a Core and Explore approach.

Adam Smith",True,2014-04-23T19:40:30.000+0000,False,False,005G0000002hHY9IAM,2013-07-10T12:31:46.000+0000,005G0000002hHY9IAM,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)678-4399,(902) 670-6564,adam@3cwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHY9IAM,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4649.0
500G000000El8LYIAZ,False,,00002633,003G0000018f6bMIAQ,001G000000urMtHIAU,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,I need GIC rates for a 3.5 million cashable GIC.,Medium,"Hi Jamie,
I just received a call from Manulife.  They quoted me 1.85% for a 1 yr. term and that is cashable before 1 year is up but subject to surrender fee’s.  I’m told this quote is only good until 3pm EST today.  They will guarantee the rate if you let me know asap and then they will fax me the formal rate guarantee.  What do you think?
Paul.
>>>>>>>>>>>>>>>>>>
Hi Jamie,

I also took the liberty of checking into London Life’s GIO options.  The rate is slightly better but a longer term.  Here is the best rate they can offer but keep in mind there are early cashout charges applicable:

Hello, Paul – Here is the Jumbo Quote which you requested.  

From Rate table as of July 09, 2013.
Rates are valid until 4 pm July 10, 2013.
PREMIUM:    $3.5 MILLION
TERM:                        5 YEARS        
RATE:             1.900%

our plans can always be cashed in, but yes, there would be ECC (Early Cashout Charges)",True,2014-04-23T19:39:28.000+0000,False,False,005G0000002hHY9IAM,2013-07-10T13:01:55.000+0000,005G0000002hHY9IAM,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)530-3325,,jamie@maritimewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHY9IAM,,,,,,Quotation,0.0,0.0,0.0,,False,4649.0
500G000000El9vSIAR,False,,00002634,003G000001B40fJIAR,001G000000vl502IAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,261032 - Superior Vending - Brand Name Prescription Drug Approval,Medium,Received email from advisor advising that owner Jim Kalyn was approved for brand name drug reimbursement for Crestor but is still being reimbursed at the cost of the generic.  Owner had asked advisor to take group to market as he is not happy with situation.,True,2013-07-10T20:14:19.000+0000,False,False,005G0000002gyBqIAI,2013-07-10T15:19:26.000+0000,005G0000002gyBqIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 205-9262,,rputz@rfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBqIAI,,,,,,,5.0,0.0,0.0,,False,4649.0
500G000000ElAz6IAF,False,,00002635,003G0000018f7xPIAQ,0015o000008CydRAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Seg Fund advantages & MF beneficiary,Medium,Sent 3 seg fund advantage brochures. Discussed beneficiary designations for mutual funds - specifically how you cannot name a beneficiary for non-reg accounts.,True,2013-07-10T16:49:12.000+0000,False,False,005G0000002gy6dIAA,2013-07-10T16:48:57.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(204)594-2211,,gs@rlfadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Marketing Piece,2.0,0.0,0.0,,False,4649.0
500G000000ElB2kIAF,False,,00002637,003G0000018f7yZIAQ,0015o000008CydRAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Fixed Income Corp Class,Medium,Is it accepting additional deposits?,True,2013-07-10T17:06:31.000+0000,False,False,005G0000002gy6dIAA,2013-07-10T17:06:22.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(204)594-2212,,jl@rlfadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4649.0
500G000000ElB7AIAV,False,,00002636,003G0000018f6RDIAY,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,271269 - Neighborhood Bridges Ltd.,Medium,"Increase NEM LIFE from 180K to 215K
Increase NEM LTD from 3750 to 3950",True,2013-07-10T17:00:42.000+0000,False,False,005G0000002gy3HIAQ,2013-07-10T17:00:26.000+0000,005G0000002gy0UIAQ,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(780)448-0676,,doug@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElBJfIAN,False,,00002638,003G000001B4waiIAB,001G000000urMF8IAM,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Client access to portfolio info,Medium,Client looking for access to portfolio info online. Sent Jeff info on Client View.,True,2013-07-10T17:17:30.000+0000,False,False,005G0000002gy6dIAA,2013-07-10T17:17:19.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 789-3744,(306) 581-3400,jeff@mrefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4649.0
500G000000ElBLSIA3,False,,00002642,003G0000018f6zhIAA,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,End Client Question,Low,Question about minor beneficiaries for existing policies.,False,,False,False,005G0000002gy9KIAQ,2013-07-10T18:11:43.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)262-8157,(514) 262-8157,jocelyne.lee@crwfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElBbUIAV,False,,00002639,003G0000018f7StIAI,001G000000urMx8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,286015 - Streamline Fire Protection Ltd.,Medium,Increase NEM LTD from 1275 to 2300,True,2013-07-10T17:42:24.000+0000,False,False,005G0000002gy37IAA,2013-07-10T17:41:56.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 415-5754,,gshields@lloydsadd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElBd2IAF,False,,00002640,003G0000018f78oIAA,001G000000urMoZIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,U.S. taxes and Registered Investments,Medium,"Sent Darcy a copy of the Advances Sales article 'Impact of US PFIC rules', as a follow up to his tax question.

'how the IRS would treat money coming out of a RPP into a LIRA for a US citizen.  Also, would they view it differently if it was going into an IPP versus the LIRA?'",True,2013-07-11T22:21:34.000+0000,False,False,005G0000002gy2OIAQ,2013-07-10T17:47:22.000+0000,005G0000002gy2OIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)428-8585,(780) 886-4391,darcy.quartly@myfiduciary.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2OIAQ,,,,,,Marketing Piece,2.0,0.0,0.0,,False,4649.0
500G000000ElBn2IAF,False,,00002641,003G0000018f6q7IAA,001G000000urMtbIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Formulaire à faire signer ISW30,Medium,"On veut savoir ce que cet amendement veut dire ?
Sylvie Bujold valide avec le SS...en attente de la réponse",True,2013-09-20T19:08:52.000+0000,False,False,005G0000002gyDSIAY,2013-07-10T18:01:49.000+0000,005G0000002gyDSIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(418)549-7747,(418) 812-2000,jpgauvreau@lussier.co,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDSIAY,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElBxqIAF,False,,00002643,003G0000018f6XYIAY,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Avis sur produit VU d'EMPIRE,Medium,Veux mon avis sur un produit de VU de Empire déjà en place.. sans but de le remplacer.,True,2013-07-10T18:12:49.000+0000,False,False,005G0000002gy1SIAQ,2013-07-10T18:12:24.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)570-5588,(514) 570-5588,sandro@servicesfinanciersclemente.com,,,,,,,,,,,Empire Life,Empire Life,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElC4PIAV,False,,00002648,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Ivan Tomasic,Medium,Group Life Conversion from Dofasco,True,2014-01-09T15:36:16.000+0000,False,False,005G0000002gy2jIAA,2013-07-10T19:42:37.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElCJ0IAN,False,,00002644,003G0000018f74XIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Pro-forma Corp Class for 500k for client meeting prior to Kelvin's Portfolio coming later,High,Corp Class for $500 and performance modeling for his meeting next week.  kelvin will follow up with a more formal proposal to present soon after,True,2013-07-10T19:04:56.000+0000,False,False,005G0000002gy7yIAA,2013-07-10T19:04:44.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)276-1177,(647) 393-9305,craig@vardonplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4649.0
500G000000ElCtNIAV,False,,00002646,003G0000018f7ONIAY,001G000000urMsXIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Demande d'un formulaire de fact find pour un Key Person AMG.,Medium,,True,2013-07-10T19:27:07.000+0000,False,False,005G0000002gy1SIAQ,2013-07-10T19:26:52.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)229-9691,(514) 229-9691,daniel.claveria@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElCvCIAV,False,,00002645,003G0000018f6s1IAA,001G000000urMsPIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Conversion d'un avenant temporaire sur une permanente,Low,"Est-ce qu'on peut convertir la portion T10 en T20.
J'ai trouvé que oui si dans police moins de 7 ans et en autant que les limites minimum soient respectés.",True,2013-10-30T18:43:25.000+0000,False,False,005G0000002gxzjIAA,2013-07-10T19:18:10.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,450-674-8999,,sylvie.hogue@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElDBKIA3,False,,00002647,003G0000018f6bhIAA,001G000000urMqsIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Rick wants to know how to open an RDSP,High,"Strictly a client held plan via QISL where the plan is opened either with BMO Guardian Group of Funds or Mackenzie.  My recommendation would be to use Mackenzie as your account sponsor.

The client that has an RDSP already must redeem it fully and only the cash value can transfer into an RDSP - Mackenzie and BMO GGOF are strictly ""client held"" plans that do not permit other mutual funds or securities to be held within their RDSP

I sent Rick some RDSP program highlights and the process to open an account (wholesaler names at Mackenzie/ phone numbers/ apps, etc.)",True,2013-07-10T19:39:37.000+0000,False,False,005G0000002gy7yIAA,2013-07-10T19:39:32.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Concept,0.0,0.0,0.0,,False,4649.0
500G000000ElDG1IAN,False,,00002649,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Clara Minardi,Medium,Group Life Conversion from the HWDSB,True,2014-01-09T15:36:29.000+0000,False,False,005G0000002gy2jIAA,2013-07-10T19:45:12.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElDMwIAN,False,,00002650,003G0000018f7YbIAI,001G000000urMtzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Patricia Baago,Medium,Group Life Conversion in Binbrook from the HWDSB,True,2013-09-24T18:29:54.000+0000,False,False,005G0000002gy2jIAA,2013-07-10T19:55:05.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 529-1210 x224,,bert@yourplanners.ca,(905) 529-2812,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElDUHIA3,False,,00002651,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,The Rig Store,Low,added affiliate,False,,False,False,005G0000002gy2oIAA,2013-07-10T20:06:08.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElDZ2IAN,False,,00002652,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Client at Risk of leaving,High,Peter needed portfolio analysis for economic grower client that is unhappy with performance and looking at moving to another advisor.,True,2013-07-10T20:12:07.000+0000,False,False,005G0000002hAGmIAM,2013-07-10T20:11:35.000+0000,005G0000002hAGmIAM,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,CIBC,Other,,,0.0,,,0.0,False,CIBC,,,,,005G0000002hAGmIAM,,,,,,Analysis Document,1.0,0.0,0.0,,False,4649.0
500G000000ElDk5IAF,False,,00002653,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Barrett transfer to PS2,Medium,"Transfer existing MMP to PS2 - Dave had questions about paperwork, process and PS2 product",True,2013-07-10T20:24:42.000+0000,False,False,005G0000002gy6dIAA,2013-07-10T20:24:30.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElE2xIAF,False,,00002654,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,In Person,,Stuart Wright 225860,Medium,added 2 affiliates,False,,False,False,005G0000002gy2oIAA,2013-07-10T20:51:55.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4649.0
500G000000ElIzkIAF,False,,00002655,003G0000018f6ecIAA,001G000000urMswIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Policy Loan,Medium,"Discuss with advisor options for policy loan.
a) use PUA to pay portion of loan - Surrender PUA form
b) outstanding balance paid via increase to PAP - Advisor to call CSC.
Advisor to discuss with client.
Client has medical issues.
Client has limited income.",True,2014-03-05T20:00:25.000+0000,False,False,005G0000002hiTRIAY,2013-07-11T14:58:24.000+0000,005G0000002hiTRIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(506)647-6689,(506) 647-6689,brian@fitzwealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hiTRIAY,,,,,,,0.0,0.0,0.0,,False,4648.0
500G000000ElKVFIA3,False,,00002656,003G0000018f78UIAQ,001G000000urMswIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,client unhappy with comparitive returns,High,"his ""portfolio at Manulife has done much better"".
I prepared and sent Portfolio insights and a reallocation recommendation to Aileen",True,2013-07-11T17:08:14.000+0000,False,False,005G0000002gy6YIAQ,2013-07-11T17:03:42.000+0000,005G0000002gy6YIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(506) 634-7300 x345,,aileen.matters@freedom55financial.com,(506) 634-7533,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,Presentation,2.0,0.0,0.0,,False,4648.0
500G000000ElLnEIAV,False,,00002657,003G0000018f6zfIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Short term investment period and suitable fund recommendations,High,"He is discussing a small $$ case tomorrow as a ""test"" since his client is weary of our product offering.  Time horizon only 6 months to 1 year

We agreed taking on too much equity risk is not suitable.  However we discussed Beutel Goodman Balanced (LL) and Monthly Income fund as a way to consider moving ahead.  BG Balanced has great performance but is more heavily equity weighted.  Monthly Income fund has great track record in this category and more defensive due to income tilt",True,2013-07-11T18:26:20.000+0000,False,False,005G0000002gy7yIAA,2013-07-11T18:25:36.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-276-1177,,eduardo.castaneda@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4648.0
500G000000ElMYaIAN,False,,00002659,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Quadrus Fixed Income Corp Class,Medium,,True,2013-07-11T19:33:45.000+0000,False,False,005G0000002gy6dIAA,2013-07-11T19:33:35.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4648.0
500G000000ElNfkIAF,False,,00002660,003G000001D3surIAB,0015o000008Cz06AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Health Sciences Association of Saskatchewan,Medium,"Need to prepare the following amendment quotes:

Quote 1:
•	Add Optional Life
•	Change Dependent Status to “Live Birth”
•	Change the Drug Limit to $15,000
•	Reduce the scaling units to 6
•	Reduce the dental maximum to $5,000 combined

Quote 2:
•	Add Optional Life
•	Change Dependent Status to “Live Birth”
•	Change the Drug Limit to $10,000
•	Reduce the scaling units to 6
•	Reduce the dental maximum to $2,500 combined

Quote 3:
•	Add Optional Life
•	Change Dependent Status to “Live Birth”
•	Change the Drug Limit to $15,000
•	Reduce the scaling units to 6
•	Change the Dental coinsurance to 80% Basic/ 50% Major
•	Reduce the dental maximum to $5,000 combined

Quote 4:
•	Add Optional Life
•	Change Dependent Status to “Live Birth”
•	Change the Drug Limit to $10,000
•	Reduce the scaling units to 6
•	Change the Dental coinsurance to 80% Basic/ 50% Major
•	Reduce the dental maximum to $2,500 combined",True,2013-07-19T19:37:21.000+0000,False,False,005G0000002gyEtIAI,2013-07-11T20:58:05.000+0000,005G0000002gyEtIAI,2024-04-03T13:32:36.000+0000,0055o0000019VX9AAM,2024-04-03T13:32:37.000+0000,,,none@none.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,Quotation,2.0,0.0,0.0,,False,4648.0
500G000000ElNmBIAV,False,,00002661,003G000001F3j4xIAB,001G000000vlsZeIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Ochapowace Indian Education Authority,Medium,Provide Contract and Employee Booklets for all Classes in pdf format to Tricia.,True,2014-10-16T23:24:48.000+0000,False,False,005G0000002gyEtIAI,2013-07-11T21:01:38.000+0000,005G0000002gyEtIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 956-4669,,tricia@manynations.com,(306) 956-4664,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4648.0
500G000000ElNo3IAF,False,,00002662,003G000001D3svHIAR,001G000000urN6SIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Contracts and Booklets for Roanna's groups,Medium,Order electronic copies if the contracts and employee booklets for all classes for all of Roanna's groups that just transferred to Stoon SMC.,True,2014-10-16T23:25:11.000+0000,False,False,005G0000002gyEtIAI,2013-07-11T21:05:05.000+0000,005G0000002gyEtIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 934-5540,,sfrost@suttonplanning.ca,(800) 821-4366,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4648.0
500G000000ElRaxIAF,False,,00002663,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,In Person,,Munden Enterprises Limited,Medium,Must hold rate or client will terminate,True,2013-07-12T12:15:30.000+0000,False,False,005G0000002gyBbIAI,2013-07-12T11:58:52.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4647.0
500G000000ElScNIAV,False,,00002664,003G0000018f6UcIAI,001G000000urMvqIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Paisley - Portfolio,Medium,Derek asked me to look over a couple of portfolios done by Anthony for his clients (Paisley). He was looking at CC funds for the non-reg and Seg funds for the RRSP. The portfolios that Anthony did were fine but outdated. Some of the funds Anthony used were no longer available. I redid the portfolios and sent them to Derek for his meeting on Thursday July 1.,True,2013-07-12T14:06:23.000+0000,False,False,005G0000002gyEsIAI,2013-07-12T14:05:33.000+0000,005G0000002gyEsIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416)552-5466,(416) 931-5266,derek.reckin@yorkstreetfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElSfgIAF,False,,00002665,003G0000018f6k0IAA,001G000000urMoWIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,LIB Era 1,Medium,"Teresa's client invested $1,000,000 in an Era 1 LIB in 3 subsequent installements. The onus base on Investment Center is only showing $100,000. I spoke with Tim Belton and the bonus base is only showing the initial premium of $100,000 and any other deposits within 30 days. It will reset to $1,000,000 on the policy anniversary of Oct 18/13.",True,2013-07-30T18:51:39.000+0000,False,False,005G0000002gy2OIAQ,2013-07-12T14:10:38.000+0000,005G0000002gy2OIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)721-1910,,teresa.stewart@ubboss.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2OIAQ,,,,,,,1.0,0.0,0.0,,False,4647.0
500G000000ElSkNIAV,False,,00002670,0030A0000029WghQAE,001G000000urMx1IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Tek Plumbing,Medium,open enrollment,True,2014-03-18T22:22:31.000+0000,False,False,005G0000002gy6lIAA,2013-07-12T15:27:37.000+0000,005G0000002gy6lIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6lIAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElTD5IAN,False,,00002669,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"REQUESTED HEALTH, DENTAL, AND DISABILITY CLAIMS EXPERIENCE  FOR POLICY # 242462",Medium,"JILLIAN CYCA REQUESTED FOR HEALTH, DENTAL AND DISABILITY CLAIMS EXPERIENCE FOR THE PERIOD OF 
FEB1, 2013- APRIL 30, 2013 SPLIT OUT BY MONTH.",True,2013-07-29T18:39:09.000+0000,False,False,005G0000002h5rnIAA,2013-07-12T15:25:04.000+0000,005G0000002h5rnIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElTHmIAN,False,,00002667,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,INQUIRED ABOUT FERTILITY DRUGS AND ANTI-OBESITY DRUGS FOR POLICY 273837,Medium,SHARON SAGERT E-MAILED AND WAS INQUIRING ABOUT THE AMOUNT OF COVERAGE FOR FERTILITY DRUGS & ANTI-OBESITY DRUGS FOR POLICY # 273837 AND WAS PROVIDED WITH THE ANSWER.,True,2013-07-29T18:37:09.000+0000,False,False,005G0000002h5rnIAA,2013-07-12T15:09:22.000+0000,005G0000002h5rnIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElTLmIAN,False,,00002666,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,INQUIRED ABOUT FERTILITY DRUGS AND ANTI-OBESITY DRUGS FOR POLICY 273837,Medium,SHARON SAGERT E-MAILED AND WAS INQUIRING ABOUT THE AMOUNT OF COVERAGE FOR FERTILITY DRUGS & ANTI-OBESITY DRUGS FOR POLICY # 273837 AND WAS PROVIDED WITH THE ANSWER.,True,2013-07-29T18:36:28.000+0000,False,False,005G0000002h5rnIAA,2013-07-12T15:08:21.000+0000,005G0000002h5rnIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElTVSIA3,False,,00002668,003G000001Q26gFIAR,0015o000008Cyf0AAC,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,GICI Kesitah Systems,Medium,Advisor contacted me for advice on how to handle this GICI arrangement and it was discovered that it was not set up correctly at inception back in 2008. We will be obtaining signed amendments to correct from inception.,True,2013-07-22T19:44:01.000+0000,False,False,005G0000002gyDJIAY,2013-07-12T15:19:40.000+0000,005G0000002gyDJIAY,2025-02-06T18:22:57.000+0000,0055o0000019VX9AAM,2025-02-06T18:23:00.000+0000,(204)953-1600,(204) 792-9585,kevin@mcfaddenbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4647.0
500G000000ElTY6IAN,False,,00002673,003G0000018f7TEIAY,001G000000urMxiIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,107324 - West Met Tools & Machinery Ltd.,Medium,Increase WP for new EEs from 3 to 6 mth,True,2013-07-12T15:35:59.000+0000,False,False,005G0000002gy37IAA,2013-07-12T15:35:33.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)428-5321,(780) 991-7737,ian@umbriafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElTb7IAF,False,,00002671,003G000001B5RBYIA3,001G000000vmIxbIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Kledo Construction,Medium,open enrollment,True,2014-03-18T22:22:10.000+0000,False,False,005G0000002gy6lIAA,2013-07-12T15:31:49.000+0000,005G0000002gy6lIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,,wade.caughlin@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6lIAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElTiMIAV,False,,00002672,003G000001C3YBhIAN,001G000000wjNqAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Fireside Minerals,Medium,open enrollment,True,2014-03-18T22:21:09.000+0000,False,False,005G0000002gy6lIAA,2013-07-12T15:34:17.000+0000,005G0000002gy6lIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)814-9996,,robbie@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6lIAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElTjyIAF,False,,00002674,003G0000018f7AbIAI,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Asset Transfer,Medium,Helped Karen with an accommodation case for $300k.  Most funds are Low load so going to check once it's here to see how much we can bring over.,True,2013-07-12T15:36:49.000+0000,False,False,005G0000002gy3dIAA,2013-07-12T15:36:43.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)766-9363,(519) 500-5369,karen.archer@wealthrite.ca,(519)766-0383,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElTlVIAV,False,,00002675,003G0000018f7LyIAI,001G000000urMqDIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Redemption Issue,Medium,Spoke to Matt on the phone regarding an issue he had with redeeming some funds on the day before a distribution date.  Client received a slip saying they were bring reversed.,True,2013-07-12T15:38:32.000+0000,False,False,005G0000002gy3dIAA,2013-07-12T15:38:28.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)396-7224,(519) 955-2536,matt@harveyfinancialsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElTtjIAF,False,,00002676,003G0000018f6z4IAA,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Charitable Giving Program,Medium,Helped Darren with some questions he had about the charitable giving program.  Some were more tax based so told him to speak to an accountant.,True,2013-07-12T15:49:40.000+0000,False,False,005G0000002gy3dIAA,2013-07-12T15:49:36.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)998-2009,(519) 998-2009,darrenbailey@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElUZkIAN,False,,00002678,003G0000018f7uAIAQ,001G000000urN0CIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Life Claim Investigation: Bayleaf,Medium,Did the renewal meeting. Owner mentioned one employee who was on leave of absence committed suicide. Emailing list of questions to client to get more details.,True,2013-08-14T20:22:49.000+0000,False,False,005G0000002gyGzIAI,2013-07-12T16:42:20.000+0000,005G0000002gyGzIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250)213-6964,(250) 213-6964,duquettefinancial75@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGzIAI,,,,,,,4.0,0.0,0.0,,False,4647.0
500G000000ElWvoIAF,False,,00002680,003G0000018f7BAIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB and adding a rider to an existing policy,Medium,We discussed that this is the only rider that can be added to an in-force policy.  You need not be restricted to opening a new policy only. Clients with new segs can add the LIB rider anytime after they are 50+,True,2013-07-12T20:01:43.000+0000,False,False,005G0000002gy7yIAA,2013-07-12T20:01:36.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-276-1177,(416) 735-1993,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElYHuIAN,False,,00002681,003G0000018f7DUIAY,001G000000urMnzIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"3 mo Arrears Mark - Underwritting Analysis & Support Services of Canada Inc, 260021",High,I rec'd a phone call from PA Arthur today. He explained the reason for non-payment is a strange allocation on the Ap 15 bill. He requested a bill reconciliation and expressed intent to pay. He also was excited to learn about EFT options.,True,2013-07-22T18:16:42.000+0000,False,False,005G0000002gyGkIAI,2013-07-12T22:17:15.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)438-1232,(604) 351-8681,trien.o@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000ElYJsIAN,False,,00002682,003G000001F50lNIAR,001G000000urN2GIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Life Claim - KLT Transport 286049,Medium,"EE passed away, has 3 named beneficiaries. One is the surviving spouse and the other 2 are their minor children. No trustee was appointed for the children.

**update**
We will pay the surviving spouse her share as co-beneficiary, but the other 2 shares(for the minor beneficiaries) will be paid to the Public Guardian and Trustee of British Columbia as no trustee form was made. ICBA has been notified.",True,2013-07-17T23:21:08.000+0000,False,False,005G0000002gyGkIAI,2013-07-12T22:26:15.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604) 298-7752,,janette@icbabenefits.ca,(604) 298-2246,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4647.0
500G000000Elh27IAB,False,,00002683,003G0000018f70FIAQ,001G000000urMsxIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,CI Training Session,Medium,"Meeting Advisor Greg Keith (Sr.) and Staff at Sunshine Financial to go over CI, what it is, how it works, how it is positioned.
Meet - July 15th at 1:30.",True,2013-08-19T22:41:13.000+0000,False,False,005G0000002hiTRIAY,2013-07-15T12:58:37.000+0000,005G0000002hiTRIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(506)433-4588,,greg@sunshinehousefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hiTRIAY,,,,,,Concept,0.0,0.0,0.0,,False,4644.0
500G000000ElhmcIAB,False,,00002684,003G0000018f6QEIAY,001G000000urMqRIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Menechella/Steier,Medium,Client is wondering about overall portfolio performance.  I generated Portfolio Insights reports for Gino to help address the client's inquiry.,True,2013-07-15T14:09:36.000+0000,False,False,005G0000002gy9PIAQ,2013-07-15T14:09:27.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)682-2651X244,,gpaolone@hfwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,4644.0
500G000000EljH7IAJ,False,,00002685,003G0000018f74XIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Prepare quick portfolio recommendation prior to Kelvin Wongs proposal,High,"Due to client meeting tomorrow I provided Craig a ""memo"" including historical returns for a Conservative portfolio / corporate class info / High Net Worth pricing info",True,2013-07-15T16:10:27.000+0000,False,False,005G0000002gy7yIAA,2013-07-15T16:10:18.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)276-1177,(647) 393-9305,craig@vardonplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4644.0
500G000000EljUkIAJ,False,,00002686,003G0000018f74wIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Joe Lobo, unbundle FOLIO and Profile funds (Aggressive) into Kelvins recommended funds",High,"Joe agreed to unbundle his funds to match Kelvin's recommended portfolios
Provide fund names, fund codes and dollar amounts to Gavin
> both QGOF and London Life, Aggressive, per Kelvin Wong",True,2013-07-15T20:00:17.000+0000,False,False,005G0000002gy7yIAA,2013-07-15T16:23:07.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)276-1177,(905) 609-4455,gavin@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4644.0
500G000000Elk4KIAR,False,,00002689,003G0000018f6vqIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,We discussed Naviplan retirement planning and why there was still a gap,High,"Although income needs were $3k monthly client had pension for this amount from Government = $3k but also CPP and OAS.  Punita didn't know why there was such a gap still since CPP/OAS amounted to 10k year so it appeared to her that 3k income goal was adequately funded by a 4k source of capital (pension + CPP + OAS)

Reason:  Income goal of 3k is ""after tax and after inflation"".  Retirement is still 15 years + away and inflation indexing at 2% means her $3k income goal by that time is closer to $4.5k/monthly.  Then deducting tax leaves a shortfall

Once she understands that the $3k income goal is in todays dollars it won't be met with a 3k source of capital in 15 years.  The income goal will have to keep up to inflation and to income tax",True,2013-07-15T17:23:43.000+0000,False,False,005G0000002gy7yIAA,2013-07-15T17:23:13.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 276-1177 x 567,(647) 668-6548,punita.bansal@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation;Concept,0.0,0.0,0.0,,False,4644.0
500G000000Elk9LIAR,False,,00002687,003G0000018f6fcIAA,001G000000urMqrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,LIB Era 2 update,Medium,"Robin requested product and marketing material to present new case to investor.  July 11 - emailed Robin and here assistant, Jody, overview, marketing catalog and client brochure.",True,2013-10-01T19:39:44.000+0000,False,False,005G0000002gy8RIAQ,2013-07-15T17:09:56.000+0000,005G0000002gy8RIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)940-0934,(519) 217-1888,rbobechko@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4644.0
500G000000ElkIWIAZ,False,,00002688,003G0000018f7x6IAA,001G000000urN78IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Scott's DI policy,Medium,required assistance with upgrading his own policy,True,2013-07-15T17:21:13.000+0000,False,False,005G0000002gyDJIAY,2013-07-15T17:20:54.000+0000,005G0000002gyDJIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(204)509-2987,,scott@intentplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4644.0
500G000000ElkTdIAJ,False,,00002690,003G0000018f6R2IAI,001G000000urMq5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RESP Questions,Medium,Mark had questions about investing some new money and how to take money out for his daughter going to school.,True,2013-07-15T17:32:16.000+0000,False,False,005G0000002gy3dIAA,2013-07-15T17:32:12.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(226)924-4990,(226) 924-4990,msimpson@genesiswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4644.0
500G000000EllBVIAZ,False,,00002691,003G0000018f7M8IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,286424 - 1630232 Alberta Ltd.,Medium,"Option 1 - HC/Parameds at 80% coinsurance $281.36
Option 2 - Paramed Max $150
$284.42
Option 3 - Visioncare Max $150
$240.92",True,2013-07-16T17:45:12.000+0000,False,False,005G0000002gy3HIAQ,2013-07-15T18:16:39.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(587)525-6089,780 886 9795,nshah@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4644.0
500G000000EllZtIAJ,False,,00002692,003G000001F4HWiIAN,001G000000yYR7vIAG,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Cabana Trucking,Medium,284983 amended waiting period to 3 months,True,2013-07-15T18:41:38.000+0000,False,False,005G0000002gy2tIAA,2013-07-15T18:41:29.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 594-7767,,gillesmcd@sterlingmutuals.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4644.0
500G000000ElmFYIAZ,False,,00002693,003G0000018f6hRIAQ,001G000000urMw8IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,TFSA Advanced Portfolio,Medium,"Email sent Monday July 15th:

Hi Justin,

As discussed, my previous TFSA Advanced Portfolio recommendation sent to you on Friday July 5th included:

Quadrus London Capital Canadian Bond 	30%
Quadrus London Capital Canadian Dividend	40%
Quadrus Mac Univ U.S. Growth Leaders	15%
Quadrus Setanta Global Dividend 		15%

I have some recommendations for tweaking this portfolio in light of the new fund additions that took place on July 8th. Because the new funds are not yet in Globe ProStation or Paltrak, unfortunately, I cannot provide a formal presentation like the last one I sent.  I hope this email will suffice.  Here are the suggested recommendations:

Quadrus London Capital Canadian Bond	10%
Quadrus Portico Short Term Bond		10%
Quadrus Portico Corporate Bond		10%
Quadrus London Capital Canadian Dividend	40%
Quadrus GWLIM U.S. Dividend 		15%
Quadrus Setanta Global Dividend 		15%

The new Portico Short Term Bond Fund typically invests in bonds that mature within one or two years.  It’s designed for low volatility and represents a good alternative to money market funds.  ***Please note that it is available in  no-load option only***.  

The new Portico Corporate Bond offers the potential for higher yields which many investors will find attractive in today’s investment climate.  This fund maintains high quality portfolio of company debt.  The yields on it are typically higher than those for high quality government debt.   By further diversifying the fixed income component of the portfolio, I feel you will help Pat manage the risks in the event of rising interest rates.

The GWILM U.S. Dividend Fund will provide more stable long-term returns that dividend funds typically provide.  It is a suitable alternative to the Mackenzie Universal U.S. Growth Leaders and in keeping with your desire to focus on dividend funds.

Hope this helps.  Please let me know if there is anything else I can assist with or if you have any questions regarding this recommendation.

Thank you,
Paul.",True,2014-04-23T19:42:58.000+0000,False,False,005G0000002hHY9IAM,2013-07-15T19:17:23.000+0000,005G0000002hHY9IAM,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHY9IAM,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4644.0
500G000000ElmeRIAR,False,,00002696,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Death benefit inquiry,Medium,Suk needed to be refreshed on details regarding the death benefit guarantee for 75/100 policies.,True,2013-07-15T20:06:22.000+0000,False,False,005G0000002gxzdIAA,2013-07-15T20:05:36.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4644.0
500G000000ElmopIAB,False,,00002694,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Inquired about EGPT ETF,Medium,Was concerned about client being offered an EGPT ETF investment and wanted more details on this product.,True,2013-07-15T19:56:20.000+0000,False,False,005G0000002gxzdIAA,2013-07-15T19:54:28.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,Broker,Other,,,0.0,,,0.0,False,Broker,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4644.0
500G000000ElmslIAB,False,,00002695,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Labrosse,Medium,Mary will call Daniel Labrosse to assist with the group life conversion.,True,2014-01-09T15:36:43.000+0000,False,False,005G0000002gy2jIAA,2013-07-15T19:56:02.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4644.0
500G000000EloKrIAJ,False,,00002697,003G000001D3surIAB,0015o000008Cz06AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"Hy-Grade Millwork, Policy #235114",Medium,"Healthcare:
•	Drug Plan 61,
•	80% coinsurance (Drugs)
•	$1,000 maximum (Drugs)
•	80% all other healthcare expenses
•	$300 parameds
•	100% eye exams only 1/adult/24 months, 1/dependent child/12 months

Dentalcare:
•	80% basic
•	$1,000 maximum
•	9 month recall
•	6 scaling units",True,2013-07-19T19:32:54.000+0000,False,False,005G0000002gyEtIAI,2013-07-15T21:58:41.000+0000,005G0000002gyEtIAI,2024-04-03T13:32:36.000+0000,0055o0000019VX9AAM,2024-04-03T13:32:37.000+0000,,,none@none.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,Quotation,2.0,0.0,0.0,,False,4644.0
500G000000ElrSjIAJ,False,,00002698,003G0000018f7EIIAY,001G000000urMtHIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,$25K Annuity Quote,Medium,"Email sent July 16:
Hi Alex, here are the details:

Myrna McNairn
DOB: March 2, 1938
Income start date: Aug 16, 2013
Last guaranteed payment date: July 16, 2023

Single premium: $25,000
Income amount: $156.93 Monthly
Annuity type: single life
Guarantee period: 10 years
Payment option: Level payments

Tax info:
Funds source: Non-Registered
Tax type: Prescribed
Annual Taxable portion: $97.42
Annual Taxable percentage: 5.17%",True,2014-04-23T19:41:18.000+0000,False,False,005G0000002hHY9IAM,2013-07-16T13:13:22.000+0000,005G0000002hHY9IAM,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)482-9665,(902) 789-6687,alex@baywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHY9IAM,,,,,,Quotation;Presentation,0.0,0.0,0.0,,False,4643.0
500G000000ElrbjIAB,False,,00002700,003G0000018f6pRIAQ,001G000000urMsRIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Bien-Aimé,Low,"vérifier avec Siège social si F544 au dossier pour split dollar.
Vendu par Claire Bernanrd, racheté par Zouhair et ensuite par Patrick...probablement pas de convention.",True,2013-10-30T18:44:31.000+0000,False,False,005G0000002gxzjIAA,2013-07-16T13:22:08.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)928-1321X4259,(514) 235-7005,info@quantumsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4643.0
500G000000ElsA1IAJ,False,,00002701,003G0000018f78WIAQ,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Congé de prime,Low,le client a eu un avis que la police tomberait en 2014; quoi faire et qui contacter ?,True,2013-10-30T18:45:13.000+0000,False,False,005G0000002gxzjIAA,2013-07-16T13:39:09.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,450-928-1321,,alexandra.theriault@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4643.0
500G000000ElsTeIAJ,False,,00002702,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,I've noticed Corp bonds fall when equities go up.  Why?,Medium,"Mostly an interest rate expectation.  Equities do well with improving earnings and economic growth.  Economic growth usually leads to rising interest rates which are good for stocks but not good for bonds.  Corp bonds declining in past little while is due to rising interest rate expectations 

High Yield bonds though can do quite well when rates rise",True,2013-07-16T14:15:29.000+0000,False,False,005G0000002gy7yIAA,2013-07-16T14:15:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000Else4IAB,False,,00002703,003G0000018f7giIAA,001G000000urN8bIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Naeem Shaheen,Medium,Demande de remboursement des primes payées depuis un an dans un GSI pour lequel une demande de terminaison a été demandé.,True,2013-09-17T13:26:59.000+0000,False,False,005G0000002gyBhIAI,2013-07-16T14:41:41.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514) 244-2282,(514) 244-2282,victor@levee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000ElsxwIAB,False,,00002704,003G0000018f6WrIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Rebalancing Service to purchase new funds?   No this is not the intent.,High,"Can the RB service be used (in the app or as a stand alone form) to ""buy new funds?   Client has 1 fund and Asheet wants to sign the RB form to ""rebalance"" from this one fund into 5 funds (keeping this one fund still but adding 4 new funds and entering the 5 fund weights on the RB form)

I didn't think so and HO agreed with me.  This request would involve HO ""purchasing"" new funds.  A Rebalancing Service is a SWITCH service; not a purchase service

To purchase the funds the Rep should do this first; then it is appropriate to sign an RB service with target weights to be maintained thereafter.

Technically it could work this way but it is an abuse for Asheet to transfer the purchase responsibility to HO.",True,2013-07-16T14:58:53.000+0000,False,False,005G0000002gy7yIAA,2013-07-16T14:58:47.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416) 903-2901,,asheet@asheetmehta.com,(647) 427-0437,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000EltYyIAJ,False,,00002705,003G0000018f6zKIAQ,001G000000urMqfIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,HNW aggregation rules for household family,High,"Children and parents living at same address also qualify toward $500k threshold
> including investment loan balances with QGOF or LL
> including GIO
> including when all money is with the 1 spouse but the 2nd spouse is the one for consideration provided the 2nd spouse holds at least 100k within PS1 or PS2",True,2013-07-16T15:49:00.000+0000,False,False,005G0000002gy7yIAA,2013-07-16T15:48:55.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416)885-2484,(416) 885-2484,info@innovativefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000EluETIAZ,False,,00002706,003G0000018f6WaIAI,001G000000urMniIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Morgan LLP in Arrears 287067,High,"funds were sent to headoffice, may have been incorrectly applied to HSP account. I will confirm if remittance was sent. Email from PA:

""A cheque for $8,740.39 went through our bank on July 2nd. This was for the April statement of Claims and Expenses $4,131.54; June Premium Statement $3,042.52; June Statement of Claims $1,566.33. I also just mailed a cheque last week for $3,437.56 for the July Premiums.""",True,2013-07-17T17:55:39.000+0000,False,False,005G0000002gyGkIAI,2013-07-16T17:35:41.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)689-1777,(604) 760-7327,chuck.grossholz@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000ElvBvIAJ,False,,00002707,003G0000018f7VrIAI,001G000000urN1MIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,July 15:  quotes for DI andCII prepared for Harvey Kuhn,,"Harvey's client has applied for Life and LB with Manulife. Harvey wanted some LB quotes to compare to Manulife. 

Will wait for the terms of the Life policy before proceeding.",True,2013-08-20T16:37:34.000+0000,False,False,005G0000002gy23IAA,2013-07-16T17:38:48.000+0000,005G0000002gy23IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604) 531-9944,(604) 720-5698,hkuhn1@shaw.ca,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy23IAA,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000ElvGXIAZ,False,,00002709,003G0000018f7uDIAQ,001G000000urN0ZIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,July 12:  inquiry on increasing coverage for artist 4024-9444,Medium,"Moved from ""Cases"" to ""Opportunities""",True,2013-11-06T23:56:31.000+0000,False,False,005G0000002gy23IAA,2013-07-16T17:45:33.000+0000,005G0000002gy23IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250) 716-7000,(250) 714-3222,am@plannersfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy23IAA,,,,,,Quotation,3.0,0.0,0.0,,False,4643.0
500G000000ElvGvIAJ,False,,00002708,003G0000018f7p7IAA,001G000000urMwlIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Versatile Energy,Medium,created Div 2 - transferred 2 ee's over to this division,True,2013-07-16T17:45:25.000+0000,False,False,005G0000002gy2tIAA,2013-07-16T17:45:18.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(403) 346-2191,,kent@everybodybenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000Elw9EIAR,False,,00002710,003G0000018f76mIAA,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Avis sur assurabilité en vie et invalidité,Medium,Avis demandé à Linda Lachance et à Living Benefits Underwriting.,True,2013-07-16T18:37:40.000+0000,False,False,005G0000002gy1SIAQ,2013-07-16T18:37:22.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,450-687-3971,,raymond.hall@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000ElwAgIAJ,False,,00002711,003G0000018f7LEIAY,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Question sur illustration soumise par le passé.,Medium,,True,2013-07-16T18:39:42.000+0000,False,False,005G0000002gy1SIAQ,2013-07-16T18:39:19.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)577-7501,(514) 577-7501,alain.constantineau@canadavie.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4643.0
500G000000ElwFCIAZ,False,,00002712,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Bob Dale Oilfield Construction (Amendment),Medium,"Create Class 3 - Management.  Same benefits as Class 1 except non-generic drugs rather than enhanced.
Change Class 2 - drugs to Non-Generic

*No change to rates*",False,,False,False,005G0000002gy37IAA,2013-07-16T18:45:36.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,Other,,,0.0,,001G000000wjM0uIAE,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000ElwfBIAR,False,,00002713,003G0000018f715IAA,001G000000urMqQIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,Joe received an email and he was wondering if he can sell Convertible Debentures.  I explained what they were and that he can't as he's not IIROC licenced.  Then I explained what IIROC is and how he can't have a mutual fund licence and a IIROC licence with another firm.,True,2013-07-16T19:15:43.000+0000,False,False,005G0000002gy9PIAQ,2013-07-16T19:15:38.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-682-2651,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000ElwsoIAB,False,,00002714,003G0000018f6Y3IAI,001G000000urMuGIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Jean Roy: Demande de préelection,High,"Homme fumeur (sur des patchs présentement, 41 ans, surprimé de 30% chez RBC car 3 infractions au code de la route dans les deux dernières années. 1 stop brûlé et deux excès de vitesse en zone résidentielle (St-Lambert)...moins de 15 km au dessus de la limite permise.  OPR refusé, base du concept qui a mené à la vente.",True,2013-10-24T23:08:07.000+0000,False,False,005G0000002gyBhIAI,2013-07-16T19:32:28.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)866-3838X107,,david@davidforest.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000ElwszIAB,False,,00002715,003G000001B4waiIAB,001G000000urMF8IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,289207 - Matt's Furniture - Declined Claims for Owner ID # 8,High,Rec'd a call from owner that he was at pharmacy and drug coverage being declined.  Spoke with the BPO and coverage not being put throught provincial plan first (SSP).  Spoke with pharmacy and they are putting it through the provincial plan first but the remainder is being declined by Great-West.  Called claims back and our system is not showing anything being put through the provincial plan so we are declining coveage.  Left message for Chris Schilke to assist,True,2013-07-29T17:44:46.000+0000,False,False,005G0000002gyBqIAI,2013-07-16T19:38:21.000+0000,005G0000002gyBqIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 789-3744,(306) 581-3400,jeff@mrefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBqIAI,,,,,,,18.0,0.0,0.0,,False,4643.0
500G000000ElxXIIAZ,False,,00002716,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Candelora,Medium,Mary will call Mr. Candelora to advise on the group life conversion,True,2014-01-09T15:36:57.000+0000,False,False,005G0000002gy2jIAA,2013-07-16T20:21:47.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4643.0
500G000000ElyNAIAZ,False,,00002717,003G0000018f7WIIAY,001G000000urN1SIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,July 12/15: information re Group Top Up,Medium,"Steve Cameron called inquiring on process/information regarding his clients who have Group coverage but are looking for addtional coverage.
There are a number of accountants involved so I referred Steve to Mo.",True,2013-07-16T21:41:52.000+0000,False,False,005G0000002gy23IAA,2013-07-16T21:41:25.000+0000,005G0000002gy23IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)596-7188,(604) 716-6461,steve@creststonewealth.com,(604)596-8777,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy23IAA,,,,,,,0.0,0.0,0.0,,False,4643.0
500G000000Em3BvIAJ,False,,00002718,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Policy 269999 - Wade Engineering Ltd.,Medium,Adding Optional Life,True,2013-07-17T15:37:16.000+0000,False,False,005G0000002gy37IAA,2013-07-17T15:36:25.000+0000,005G0000002gy0UIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4642.0
500G000000Em3LgIAJ,False,,00002719,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,276635 - Mace Macros (The Americas) Ltd.,Medium,"Changed WP for new EEs from 3 to 1 mth effective June 1st.
1 EE affected, application was mailed to inforce July 5th. (not a late app)",True,2013-07-17T15:48:09.000+0000,False,False,005G0000002gy37IAA,2013-07-17T15:47:31.000+0000,005G0000002gy0UIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4642.0
500G000000Em3MoIAJ,False,,00002720,003G0000018f6u2IAA,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,LIRA Client,Medium,Mike had questions about the best way to get funds out of a LIRA and how to go about doing it.,True,2013-07-17T15:49:16.000+0000,False,False,005G0000002gy3dIAA,2013-07-17T15:49:11.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(226)440-6453,(519) 575-6453,michael.brewitt@brewittfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4642.0
500G000000Em5BFIAZ,False,,00002721,0030A0000029gTSQAY,001G000000wjT81IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,"Dependent Life Claim Cheq Rec'd for - Columbia Recycle, 288241",Low,Advisor has been notified. Waiting on response for delivery.,False,,False,False,005G0000002gyGkIAI,2013-07-17T18:01:21.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)736-0200,,marklondonagencies@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4642.0
500G000000Em6s5IAB,False,,00002722,003G0000018f7aFIAQ,001G000000urNBTIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Orbis Communications Inc 248709,High,"Renewal negotiated, Amendment ran more negotiations needed...",True,2013-07-18T21:41:17.000+0000,False,False,005G0000002gyAEIAY,2013-07-17T20:06:22.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519) 622-3900,,bill@steenbergenfinancial.ca,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4642.0
500G000000Em6ydIAB,False,,00002724,003G0000018f7COIAY,001G000000urMsMIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Martel Électrique,Medium,"41213818, n'est pas le conseiller sur le dossier (IG) et veut savoir si peut faire quelque chose, recommandations:
repousser délai de carence, aygmenter police dans une 2e, voir FG, si associé et prime partagée.",True,2013-10-30T18:46:03.000+0000,False,False,005G0000002gxzjIAA,2013-07-17T20:18:05.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4642.0
500G000000Em70nIAB,False,,00002723,003G0000018f7akIAA,001G000000urNBBIA2,,,,,,Selectpac,012G00000012AYUIA2,More Information Required,Complex Case,Phone,,SFA Saniflo 265581,Medium,Extension of benefits issue with current Employee,False,,False,False,005G0000002gyAEIAY,2013-07-17T20:16:43.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519) 836-6100,,christine.stephens@hjminsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4642.0
500G000000Em799IAB,False,,00002727,003G0000018f7vSIAQ,001G000000urN1qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,"LTD Claim F/U Global Village, 217651",Medium,Riley asked me to get the details of exisiting LTD claim for advisor,True,2013-07-24T17:05:48.000+0000,False,False,005G0000002gyGkIAI,2013-07-17T23:08:05.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604) 261-2037,,katie@hassolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4642.0
500G000000Em7TRIAZ,False,,00002725,003G0000018f6cAIAQ,001G000000urMoQIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,U.S. Dividend Class (GWLIM),Medium,Robert is inquiring about MER information for the new U.S. Dividend Class (GWLIM) offering...specifically the N series for a future client proposal.,True,2013-07-17T20:57:35.000+0000,False,False,005G0000002hp7wIAA,2013-07-17T20:55:18.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(403)710-8317,(403) 710-8317,robert@heumann.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4642.0
500G000000Em8t0IAB,False,,00002726,003G0000018f6WaIAI,001G000000urMniIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"Dental claimn Declined HCSA - Malaspina Consulting Inc, 265965",Medium,"An ee HCSA Visa was declined at Dental office. I suspect it is because re-enrollment correspondence between PA was delayed. I'm confirming decline with HO, will send claim forms as soon as I have a response. I'm also checking on transferring reimbursement to dental office as per ee request.",True,2013-07-22T23:08:09.000+0000,False,False,005G0000002gyGkIAI,2013-07-17T23:05:40.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)689-1777,(604) 760-7327,chuck.grossholz@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4642.0
500G000000Em98PIAR,False,,00002728,003G0000018f6hAIAQ,001G000000urMnRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Large Claim under Welcome Plan - Careville Healthcare Inc, 288845",Low,"Hi Susan,

I got a FYI message from head office today. They received a claim under the welcome plan and they were just alerting me as it is for a large amount and the facility that the bills are from aren’t overly patient when it comes to collecting payment. 

It was for two large claims totaling over $100,000 under the welcome plan. The billings are being mailed directly to GWL directly from the facility, Fraser Health.  GWL has sent one set of blank claim forms to the patient to complete on July 4th and will be sending another set today with the latest bills we have received.  

It’s likely that the plan member only received  these forms last week,  the completed forms could be on their way back to GWL already but we just wanted to loop everyone in as in GWL’s experience with Fraser Health, they may start to contact the client  to collect  their payments on services for non-residents.  

As soon as we have the claim form we can continue on our assessment.

At this point,  there’s nothing that I need you to do. I just wanted keep you in the loop just in case someone from Careville comes to you indicating that their being contacted by Fraser Health for payment. Have a nice night!",True,2013-07-24T17:06:20.000+0000,False,False,005G0000002gyGkIAI,2013-07-17T23:44:51.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)685-6521X4265,(604) 649-5939,susan@stevensonbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4642.0
500G000000EmA02IAF,False,,00002729,003G0000018f7NXIAY,001G000000urMtHIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Jeff winship pension case,Medium,Client has omers pension. 142k in locked in and 90k non reg. omers pension to be transferred to Quadrus.,True,2013-10-22T12:09:53.000+0000,False,False,005G0000002gxyEIAQ,2013-07-18T02:48:41.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)209-1572,,jeff@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4642.0
500G000000EmCkzIAF,False,,00002730,003G000001B4pREIAZ,001G000000vloq4IAA,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,"A acheté un bloc d'affaires récemment, beaucoup de polices de Transamérica, veut un résumé de la compagnie.",Medium,,True,2013-07-18T14:08:16.000+0000,False,False,005G0000002hFcOIAU,2013-07-18T14:07:56.000+0000,005G0000002hFcOIAU,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,(418) 551-4435,,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hFcOIAU,,,,,,,0.0,0.0,0.0,,False,4641.0
500G000000EmDqAIAV,False,,00002731,003G0000018f7z2IAA,001G000000urN79IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Concerned about security of funds with GWL,Medium,Dr. Canton requested info on how GWL protects his money from identity theft or internet fraud. John was looking for a brochure to put his mind at ease. I sent him a copy of GWL's internet security stmt.,True,2013-07-18T15:33:26.000+0000,False,False,005G0000002gy6dIAA,2013-07-18T15:32:05.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(204) 478-8500,,jbrownell@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4641.0
500G000000EmEU6IAN,False,,00002732,003G0000018f7SxIAI,001G000000urMxVIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Lurana Shelter Society,Medium,LTD NEM Increase,True,2015-01-27T17:13:47.000+0000,False,False,005G0000002hMj8IAE,2013-07-18T16:36:08.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 469-6067,,shauna@ngebi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hMj8IAE,,,,,,,0.0,0.0,0.0,,False,4641.0
500G000000EmEapIAF,False,,00002733,003G0000018f7LoIAI,001G000000urMnzIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,"Possible Di Claim - Prudent Engergy International Inc, 274698",High,"An ee was terminated on system by SelectPac Supervisor, term date Mar 20/13. Date of ee accident was Apr 6. The termination was entered into the system on Apr 3, which is leading the client to believe that premiums were paid for the month of Ap. There was a credit on the May bill reflecting the Mar 20 term.. this claim will not be eligible.  but i'm confirming term notification w head office just to be sure there weren't any errors.",True,2013-07-22T23:12:51.000+0000,False,False,005G0000002gyGkIAI,2013-07-18T16:42:05.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)438-1232,(778) 238-3238,margaret.tam@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4641.0
500G000000EmGBoIAN,False,,00002734,0030A00000BmSonQAF,001G000000urN9eIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,DE PETRILLO 4618325,Medium,Police loan=reserve. Lump sump payment required to keep policy inforce.  referred to Angela Forth at GWL Trad Life for possible policy changes. None available. We are cancelling the policy and client will apply for T-10 to cover needs. (budget restriction),True,2013-07-18T18:29:52.000+0000,False,False,005G0000002gy1UIAQ,2013-07-18T18:28:14.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)975-5757,(514) 975-5757,ym@finabco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4641.0
500G000000EmHlFIAV,False,,00002735,003G0000018f6gJIAQ,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Pension Rollover,Medium,Steve had some questions about a client who may roll over her pension.  She is focused on Rates of Return and Steve was looking for some strategies to talk to her about asset allocation funds.,True,2013-07-18T20:08:13.000+0000,False,False,005G0000002gy3dIAA,2013-07-18T20:08:08.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)249-1200,(519) 575-0859,steve@stevemantione.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4641.0
500G000000EmHrqIAF,False,,00002736,003G0000018f7nSIAQ,001G000000urN0bIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Nor-Val Rentals Ltd. - 282790,High,"Advisor is thinking healthcare increase is too high compared to the increase in dental, based purely on experience... Upon review, I let the dental out at 9% too low ... Have provided a full explaination via e-mail, and adjusted the health and drug rates just slightly (about 2%).
August 8th: Discussion with advisor, explain renewal calculation for experience and gave him some tips on how to present the renewal as calculated. he will present next week.",True,2013-08-13T18:27:20.000+0000,False,False,005G0000002gyE0IAI,2013-07-18T20:14:58.000+0000,005G0000002gyE0IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250) 398-2222,,dhall@firstbc.com,(250) 398-7329,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,Analysis Document;Concept,2.0,0.0,0.0,,False,4641.0
500G000000EmI8hIAF,False,,00002737,003G0000018f6fRIAQ,001G000000urMqqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Book of Business for Eagle Ridge,Medium,"I sent Paul Foster Catherines and jason's AUM = $17 million, by client for both Investment Centre assets (ran a report) and for Freedom Fund assets (ordered from IRIS who provided an excel file)",True,2013-07-18T20:40:22.000+0000,False,False,005G0000002gy7yIAA,2013-07-18T20:40:16.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)637-3636,(647) 330-3404,jgilmour@eagleridgefsl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4641.0
500G000000EmIAnIAN,False,,00002738,003G0000018f7BAIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,QGOF D Series,Medium,"We discussed various aspects of how D Series works
> pays mostly ROC
> at  year end also any fund income (interest, dividends, capital gains)
> a deferral mechanism, and we ran an illustration using the D Series Calculator. We then went through each page of the illustration and he grasped very well the benefits",True,2013-07-18T20:43:28.000+0000,False,False,005G0000002gy7yIAA,2013-07-18T20:43:18.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-276-1177,(416) 735-1993,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Concept,0.0,0.0,0.0,,False,4641.0
500G000000EmIp2IAF,False,,00002739,003G0000018f7bCIAQ,001G000001kmnyhIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Cedardale - Amendment,Medium,Initiated Amendment with Dino to remove 1st dollar  U/W clause,True,2013-07-18T21:44:08.000+0000,False,False,005G0000002gyAEIAY,2013-07-18T21:43:47.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519) 804-9322,,dino@greenridgegroup.ca,(905) 335-0089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4641.0
500G000000EmJaxIAF,False,,00002740,003G0000018f7CnIAI,001OH00000M334mYAB,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,July 18 CI quote for Aaron Vissia,,was requested to provide small CI quote as advisor computer down,True,2013-08-20T16:17:06.000+0000,False,False,005G0000002gy23IAA,2013-07-18T23:24:54.000+0000,005G0000002gy23IAA,2024-11-04T15:07:18.000+0000,0055o0000019VX9AAM,2024-11-04T15:07:19.000+0000,(250)724-9745,(250) 720-5530,aaron@avfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy23IAA,,,,,,,0.0,0.0,0.0,,False,4641.0
500G000000EmM07IAF,False,,00002741,003G0000018f6aTIAQ,001G000000urMqrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,GRS playing nasty on asset retention,High,"Dan's client got a letter expressing if he leaves he won't get good service. Dan said he read it and was shocked by the tone.
Emailed Alf and he forwarded to Michael Campbell.  Mike asked for a copy of the letter",True,2013-07-19T12:55:33.000+0000,False,False,005G0000002gy7yIAA,2013-07-19T12:55:27.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)277-1234,,dan.begley@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4640.0
500G000000EmMZHIA3,False,,00002742,003G0000018f7JvIAI,001G000000urMswIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,new fixed income funds,Medium,"Wendy needed some resource material for HYB and RRB funds, information provided",True,2014-09-16T14:00:58.000+0000,False,False,005G0000002gy6YIAQ,2013-07-19T13:48:50.000+0000,005G0000002gy6YIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(506)634-7300X341,,wendy.baird@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,Marketing Piece;Analysis Document;Presentation,1.0,0.0,0.0,,False,4640.0
500G000000EmMxkIAF,False,,00002743,003G0000018f6j2IAA,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,underwriting inquiry for possible rating,Low,,True,2013-07-19T14:39:39.000+0000,False,False,005G0000002gy2wIAA,2013-07-19T14:38:40.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,416-789-4527,,stan.saltzman@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4640.0
500G000000EmNAsIAN,False,,00002744,0030A0000029mkrQAA,001G000000vlGFxIAM,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,North East Pharmacy - Div 2,Medium,Terminate Div 2 from plan... div 2 started their own plan under policy 289726,False,,False,False,005G0000002gyDnIAI,2013-07-19T15:32:03.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)709-5566,(604) 620-8282,plwealth@shaw.ca,(780)457-8428,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4640.0
500G000000EmNp6IAF,False,,00002746,003G0000018f6oJIAQ,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Info pour livraison de police et prise de RDV pour semaine prochaine.,Medium,,True,2013-07-19T15:49:34.000+0000,False,False,005G0000002gy1SIAQ,2013-07-19T15:49:21.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,450-687-3971,(514) 229-4519,dtrudeauelliott@groupeconsilium.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4640.0
500G000000EmPPLIA3,False,,00002747,0030A0000029eoLQAQ,001G000000yXjtRIAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,257954 - Carf Canada,Medium,"reducing WP for new EEs from 3 to 2 months effective July 1/13
No Employee affected",True,2013-07-19T17:59:34.000+0000,False,False,005G0000002gy2oIAA,2013-07-19T17:58:57.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)430-6101,,don.johnson@telusplanet.net,(780)988-9711,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4640.0
500G000000EmQBeIAN,False,,00002748,003G0000018f7FEIAY,001G000000urMr9IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Profesional Plan claim if disabled while not working,Medium,,True,2013-07-19T19:38:12.000+0000,False,False,005G0000002gy2wIAA,2013-07-19T19:01:18.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(647)290-0676,(647) 290-0676,bruce@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4640.0
500G000000EmQhjIAF,False,,00002749,003G0000018f7qnIAA,0015o000008Cz06AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"Dymark Industries Inc., Policy #275339",Medium,"Increase STD NEM to $1,200 to match STD OM",True,2014-10-16T23:25:31.000+0000,False,False,005G0000002gyEtIAI,2013-07-19T19:38:49.000+0000,005G0000002gyEtIAI,2024-04-03T13:32:36.000+0000,0055o0000019VX9AAM,2024-04-03T13:32:37.000+0000,(306) 244-0949,,deb.wiegers@wiegers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,1.0,0.0,0.0,,False,4640.0
500G000000EmRiiIAF,False,,00002750,003G0000018f787IAA,001G000000urMv2IAE,,,,,,CI,012G00000012AYVIA2,In Progress,Complex Case,Email,,Health Care Spending account - CI premiums,Medium,Spence emailed me as he wanted to know if a client could use his health care spending account to pay for CI premiums. I am double checking my response through Nehal.,False,,False,False,005G0000002gy08IAA,2013-07-19T20:54:35.000+0000,005G0000002gy08IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(587)349-5478,(403) 803-7780,smellace@sagium.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4640.0
500G000000EmSATIA3,False,,00002751,003G0000018f7pVIAQ,0015o000008Cz0HAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Reposition CC Fixed Income Holdings,Medium,,True,2013-07-19T21:44:36.000+0000,False,False,005G0000002gy6dIAA,2013-07-19T21:44:24.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306)359-1999,,abe@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,1.0,0.0,0.0,,False,4640.0
500G000000Emdq9IAB,False,,00002752,003G0000018f7J4IAI,001G000000urMsdIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Question sur CDC,Medium,,True,2014-01-30T14:38:58.000+0000,False,False,005G0000002hFcOIAU,2013-07-22T15:16:29.000+0000,005G0000002hFcOIAU,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)793-3971,(514) 793-3971,francois.larochelle@flplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hFcOIAU,,,,,,,0.0,0.0,0.0,,False,4637.0
500G000000EmelFIAR,False,,00002753,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Whitecourt Transport Inc.,Medium,Remove STD from plan,True,2013-07-22T16:22:20.000+0000,False,False,005G0000002gyDnIAI,2013-07-22T16:21:29.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4637.0
500G000000EmetGIAR,False,,00002754,003G0000018f6voIAA,001G000000urMt1IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,reallocate accomodated 3pfs,Medium,"Kaming has accomodated various 3PF postions to client accounts, now needs to reallocate to Balanced - requested help to find options to stay in 3PFs due to outstanding DSC on all.",True,2014-09-16T19:04:14.000+0000,False,False,005G0000002gy6YIAQ,2013-07-22T17:11:14.000+0000,005G0000002gy6YIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(506)227-8109,,kaming@rpsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4637.0
500G000000EmfS9IAJ,False,,00002755,003G0000018f6hAIAQ,001G000000urMnRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,"Group Terminated System Error Message - Careville Healthcare Inc, 288845",High,"My email to Chris Shilke today:

""Hi Chris,

The claims have been shut off for everyone in this group policy 288845, and we can’t figure out why. It first came to my attention on Thursday afternoon when a claim for ID*****, was submitted via pharmacy while using his drug card. The warning message ‘Group Terminated’ was received.  Since then other members have tried using the plan and I’m told they get the same error message.

I have a call into GCCS on this already, but this advisor is really breathing down my neck for a response today. Is there any way you can jump in and help?""",True,2013-07-24T17:07:51.000+0000,False,False,005G0000002gyGkIAI,2013-07-22T17:12:39.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)685-6521X4265,(604) 649-5939,susan@stevensonbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4637.0
500G000000EmgYTIAZ,False,,00002757,003G0000018f7BAIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,D series but client wants to defer income? Just sell Q series instead,High,"In prior discussions we discussed how D Series works and client likes idea to save but wants to defer income for now.   Deepak said he would sell D Series but elect to reinvest the distributions??? I said don't do this.

Sell Q Series and when client wants income at that time simply undertake fund switches from Q to D and your good.  Less chance for errror",True,2013-07-22T19:38:05.000+0000,False,False,005G0000002gy7yIAA,2013-07-22T19:37:58.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-276-1177,(416) 735-1993,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4637.0
500G000000EmhZNIAZ,False,,00002756,003G0000018f7LtIAI,001G000000urMqcIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client called saying they researched and like our 75 / 100 but want GIO,Medium,"The 75 / 100 guarantee level is not relevant  when you sell a GIO that already has 100% protection at death (no MVA at death).
Client wants Seg Fund for interest rate products to expedite transfer at death",True,2013-07-22T19:35:16.000+0000,False,False,005G0000002gy7yIAA,2013-07-22T19:34:07.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416)788-2545,4167882545,deepak@auraadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4637.0
500G000000EmiqFIAR,False,,00002758,003G0000018f7GTIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Death of LL RRSP owner and discussion with Spouse later this week.,High,"We will pay out via the beneficiary designation to the named spouse.  If he wants to maintain tax free status you need to open a new RRSP and request that our Death Claim cheque be directed to fund his RRSP

Deceased spouse had low income so another option is to suggest TFSA instead but then the deceased Spouse's estate will have to pay income tax on the RRSP = $30,000.  (If low income may only be 6k in tax).   However all future growth in TFSA is now tax free

Cleint is retired police officer and the money is intended for his adult son anyway.    On balance, mention both strategies but make sure he knows about the income tax if he doesn't utilize the RRSP spousal tax rollover provision",True,2013-07-22T20:38:29.000+0000,False,False,005G0000002gy7yIAA,2013-07-22T20:38:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 276-1177 x 337,,timi.egal@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4637.0
500G000000EmkHMIAZ,False,,00002759,003G0000018f6WaIAI,001G000000urMniIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,"HSP Arrears Arlene's Interiors, 285371",High,Following up w head office for HSP billing statements. Client is unhappy and mentioned that they may want to discontinue plan.,True,2013-07-24T17:12:12.000+0000,False,False,005G0000002gyGkIAI,2013-07-22T23:05:17.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)689-1777,(604) 760-7327,chuck.grossholz@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4637.0
500G000000EmqgzIAB,False,,00002760,003G000001GJ8DpIAL,001G000000vlsZeIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"A-Tiegay Fisheries #67318- Casey Inrig, Botox claim",Medium,"Casey is caught in the middle between NIHB, GWL and Indian Affairs.",True,2014-10-16T23:25:59.000+0000,False,False,005G0000002gyEtIAI,2013-07-23T17:33:27.000+0000,005G0000002gyEtIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 956-4669,,,(306) 956-4664,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,0.0,0.0,0.0,,False,4636.0
500G000000EmryTIAR,False,,00002761,003G000001Ij57tIAB,001G000000urMqQIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Critical Illness,Medium,"Meeting with client to complete app for 250,000 of CI @ aprox 7k of premium",True,2015-05-22T16:01:11.000+0000,False,False,005G0000002gy7KIAQ,2013-07-23T18:34:54.000+0000,005G0000002gy7KIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)682-2651,,ole.tang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7KIAQ,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4636.0
500G000000EmsGsIAJ,False,,00002762,003G0000018f7pAIAQ,001G000000urMwtIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,R. Ritchie Service Ltd. (Amendment),Medium,"Changed the Semi-Private Hospital Room to a Private Hospital Room

No increase in premium",False,,False,False,005G0000002gy37IAA,2013-07-23T18:55:46.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(403)343-7769,(403) 357-0845,john@surepathgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4636.0
500G000000EmsfwIAB,False,,00002763,003G0000018f71JIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,HNW inquiry,Medium,He needed some details on our HNW series of seg funds.,True,2013-07-23T19:58:50.000+0000,False,False,005G0000002gxzdIAA,2013-07-23T19:23:56.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,514-331-5838,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4636.0
500G000000Emsm0IAB,False,,00002764,003G0000018f7CjIAI,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,"rachat de Bal, remborusement d'emprunt, rachat de police, gain sur police",Medium,Dossier Pageau,True,2013-07-23T19:53:41.000+0000,False,False,005G0000002gy1iIAA,2013-07-23T19:53:32.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(418)622-7077,,valmont.beaulieu@vbsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4636.0
500G000000EmtMHIAZ,False,,00002765,003G0000018f72BIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Marketing info on our new funds,High,None on the shelf.  Fund info is found on Advisor Site,True,2013-07-23T20:14:42.000+0000,False,False,005G0000002gy7yIAA,2013-07-23T20:14:24.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 891-7171,(905) 334-9783,gherriman_financial@outlook.com,(905) 238-8197,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4636.0
500G000000EmuFMIAZ,False,,00002766,003G0000018f78lIAA,001G000000urMunIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Email,,TMT Observatory - HSP,High,Spoke to Carla and left a message for Magnolia Ycasas.  Suggested that I send Magnolia an email with my tag-line apologizing for the delays that she can then forward on to the employees while we get everything sorted out.,False,,False,False,005G0000002gxyyIAA,2013-07-23T21:09:33.000+0000,005G0000002gxyyIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250)475-1100,,nicole@clearwellbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyyIAA,,,,,,,0.0,0.0,0.0,,False,4636.0
500G000000Emv7OIAR,False,,00002767,003G0000018f7PeIAI,001G000000urN6DIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,"Remcon Ltd.., Policy #217066 - Open Enrollment",Medium,"Requesting open enrollment for 17 employees effective August 1, 2013.

Have approval, waiting for remaining original employee applications.",False,,False,False,005G0000002gyAVIAY,2013-07-23T22:26:41.000+0000,005G0000002gyEtIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306)961-9099,(306) 961-9099,greg.breeze@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAVIAY,,,,,,,4.0,0.0,0.0,,False,4636.0
500G000000EmvAoIAJ,False,,00002768,003G0000018f79VIAQ,001G000000urMnoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,In Person,,rebalancing portfolios,Medium,"I am doing some work on client portfolios and have some questions about managing the investments. 

Is there a report that creates the percentage of each fund within a plan.  If I could see the percentages then it would help for rebalancing.  How do you suggest that I view the reporting in order to rebalance on an annual basis if they are not set up on fusion or then don’t have all Quadrus funds. Is there a mechanism through investment centre to view the information?

How do I rebalance a portfolio when the client has taken 10% free units in otherwords they have two of every fund?",False,,False,False,005G0000002gy1jIAA,2013-07-23T22:52:12.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)961-5409,(604) 961-5409,jennie.weeks@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,,0.0,0.0,0.0,,False,4636.0
500G000000FKY4VIAX,False,,00002769,003G0000018f7djIAA,001G000000urNBUIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Autobalancing to profiles,Medium,Called about how to clear the DIA of his FIF accounts.   THe difference between profiles and portfolios.  Why he should consider using the portfolio funds particularly for income clients.  Where to do this on Key to Invest.,True,2013-07-24T13:45:46.000+0000,False,False,005G0000002h5qLIAQ,2013-07-24T13:44:55.000+0000,005G0000002h5qLIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519) 652-8745,,jpgriff@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5qLIAQ,,,,,,,0.0,0.0,0.0,,False,4635.0
500G000000FKY7yIAH,False,,00002770,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Difference between 100/100 maturity guarantee and 100 maturity rider,Medium,Carolyn was needing clarification on the the 100/100 guarantee and how it would work versus the 100% guarantee maturity rider.   Needed to make sure you selected the correct item on the application.   Explained what would have if she deposited one deposit versus and PAC and what would actually be covered by the 15 year guarantee.,True,2013-07-24T13:49:47.000+0000,False,False,005G0000002h5qLIAQ,2013-07-24T13:49:24.000+0000,005G0000002h5qLIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5qLIAQ,,,,,,,0.0,0.0,0.0,,False,4635.0
500G000000FKaYmIAL,False,,00002771,0030A0000029gTSQAY,001G000000wjT81IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Dependent Life Claim Columbia Recycle, 288241",Medium,Mailed to PA on 7/24,True,2013-07-24T17:05:14.000+0000,False,False,005G0000002gyGkIAI,2013-07-24T17:03:50.000+0000,005G0000002gyGkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)736-0200,,marklondonagencies@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4635.0
500G000000FKat8IAD,False,,00002772,003G0000018f7ORIAY,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,David Hewitt Portfolio,Medium,Maqsood wanted a portfolio built for his conservative client. He is currently invested all in the dividend fund and would like an asset mix to reflect him now drawing on his RRSP now that hes turning 71.,True,2013-07-24T17:29:52.000+0000,False,False,005G0000002gyFjIAI,2013-07-24T17:29:34.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(204) 489-1012 x339,,mohammad.maqsood@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4635.0
500G000000FKcGJIA1,False,,00002773,003G0000018f7CmIAI,001G000000urMrbIAE,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,Email,,Changes to in-force disabiity PBO,Medium,Lisa submited an AOR on this case.  Waiting until she is listed as AOR to work with her on the cases.  Looks like there may be a possiblity of increasing coverage on these cases.  Policy anniversary just happened last months so by the time the AOR is processed there will be no chance of using the built in features to increase coverage this year.  Must check age of clients too!!,False,,False,False,005G0000002gy2PIAQ,2013-07-24T19:16:33.000+0000,005G0000002gy2PIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,613-968-6449,,lisa.watson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2PIAQ,,,,,,,0.0,0.0,0.0,,False,4635.0
500G000000FKcrLIAT,False,,00002776,0030A000001Xk1rQAC,001G000000urNBzIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Upcoming interest option changes to Great-West Life universal life fund shelf,Medium,He wanted to know what the difference wouls be in in fees and performance due to replacing Trimark with Setanta for the Global Equity mandate and Templeton with Putnam for the international equity mandate as it relates to the Universal Life product.,True,2014-01-07T23:17:12.000+0000,False,False,005G0000002gy4kIAA,2013-07-24T21:10:57.000+0000,005G0000002gy4kIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519) 679-5050,,peter@pkins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4635.0
500G000000FKdLxIAL,False,,00002774,003G0000018f6riIAA,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,transformation temporaire enfant,Low,,True,2013-10-30T18:46:42.000+0000,False,False,005G0000002gxzjIAA,2013-07-24T20:23:36.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,819-346-5224,,jacqueline.delisle@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4635.0
500G000000FKdihIAD,False,,00002775,003G0000018f6mlIAA,001G000000urMsHIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LL Mortgage Fund,Medium,Tony needed some info and explanation on recent negative returns on the LL Mortgage fund.,True,2013-07-24T20:47:25.000+0000,False,False,005G0000002gxzdIAA,2013-07-24T20:46:08.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)931-4242,(514) 576-6118,lou@yongtrust.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4635.0
500G000000FKfEyIAL,False,,00002777,003G0000018f7IvIAI,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Pension Max calculator,Medium,created a tool that brady could use with clients as well as future prospects,True,2013-08-19T23:01:39.000+0000,False,False,005G0000002hHYOIA2,2013-07-25T00:29:46.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)341-8900,(604) 341-8900,brady@numofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,2.0,0.0,0.0,,False,4635.0
500G000000FKh8WIAT,False,,00002779,003G0000018f6zWIAQ,001G000000urMslIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Cancellation on CI policies,Medium,Client wanted to cancel policies..Made attempt to assist trevor with the conservation but client is adamant.,True,2013-07-25T11:27:50.000+0000,False,False,005G0000002gyB3IAI,2013-07-25T11:27:41.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,709-596-0534,,trevor.korab@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4634.0
500G000000FKhLZIA1,False,,00002778,003G0000018f7DzIAI,001G000000urMspIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Conversion of a JFTD after first death,Medium,,True,2013-07-25T11:16:00.000+0000,False,False,005G0000002gyB3IAI,2013-07-25T11:15:49.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(709)673-5550,(709) 673-7888,jonathan.noel@prosperitywealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4634.0
500G000000FKiNxIAL,False,,00002781,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Gilleim,Medium,Mary will call Mr. Gilleim with information on the group life conversion,True,2014-01-09T15:37:08.000+0000,False,False,005G0000002gy2jIAA,2013-07-25T14:16:50.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4634.0
500G000000FKiYVIA1,False,,00002780,0030A0000029pSkQAI,001G000000urN5CIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - McCarthy,Medium,"Rosemary agreed to look after a group life conversion,",True,2013-09-12T18:52:31.000+0000,False,False,005G0000002gy2jIAA,2013-07-25T14:15:06.000+0000,005G0000002gy2jIAA,2025-07-29T16:57:14.000+0000,0055o0000019VX9AAM,2025-07-29T16:57:15.000+0000,(905)648-6767,,robrien@stoneridgeinsurance.ca,(905)648-7399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4634.0
500G000000FKkGaIAL,False,,00002784,003G000001C3Wv9IAF,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,New funds and their fund code listing,Medium,Needed to know  where to find the new Quadrus fund code list,True,2013-07-25T18:02:37.000+0000,False,False,005G0000002gxzdIAA,2013-07-25T18:02:09.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514) 866-3838 x 113,(514) 943-3603,stephanie.rolland@freedom55financial.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4634.0
500G000000FKksHIAT,False,,00002782,003G0000018f7xYIAQ,0015o000008CyeqAAC,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,"Smith, R",Medium,Potential DI claim. Complicated.,True,2013-08-02T17:27:03.000+0000,False,False,005G0000002gyDJIAY,2013-07-25T17:10:00.000+0000,005G0000002gyDJIAY,2024-02-26T19:33:18.000+0000,0055o0000019VX9AAM,2024-02-26T19:33:18.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4634.0
500G000000FKlTNIA1,False,,00002783,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,New Portico funds,Medium,Inquired on new Portico funds,True,2013-07-25T18:00:06.000+0000,False,False,005G0000002gxzdIAA,2013-07-25T17:59:30.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4634.0
500G000000FKmrWIAT,False,,00002785,003G0000018f6hlIAA,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Transfert de polices,Medium,"Plusieurs questions sur plusieurs jours du comptable et du fiscaliste. J'ai même du appeler le fiscaliste pour répondre à ses différentes questions.
Veulent transférer des polices vie et PV de l'opérante à Gestion via une fiducie, car ils vendent Opco.",True,2013-07-25T20:10:42.000+0000,False,False,005G0000002gy8dIAA,2013-07-25T20:10:28.000+0000,005G0000002gy8dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)984-9245,(514) 984-9245,rima.awad@crwfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8dIAA,,,,,,,0.0,0.0,0.0,,False,4634.0
500G000000FKsg2IAD,False,,00002786,003G0000018f74sIAA,001G000000urMrbIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Accumulated dividends,Low,"Arie's question - I have clients with accumulated dividends in their par policies. Are there any tax consequences in moving those dividends to a tax free savings account? Are accumulated dividends considered a taxable gain?

I spoke to Arie directly regarding the taxable gain portion of Arie's questions.  I sent the tax consequences of moving the funds question to Ryan Carter for comment - July 26, 2013.",False,,False,False,005G0000002gy2PIAQ,2013-07-26T14:35:50.000+0000,005G0000002gy2PIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)384-5530,(613) 921-6874,arie@monarch-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2PIAQ,,,,,,,0.0,0.0,0.0,,False,4633.0
500G000000FKtVeIAL,False,,00002787,003G0000018f6p7IAA,001G000000urMsJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Fund reports for 2 funds,Medium,Required Paltrak fund reports for 2 funds.,True,2013-07-26T15:43:28.000+0000,False,False,005G0000002gxzdIAA,2013-07-26T15:42:54.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4633.0
500G000000FKvLEIA1,False,,00002788,003G0000018f6vqIAA,001G000000urMqcIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Center of Influence meeting first week of Sept with Jonathan Tucker CA,Medium,,True,2013-12-03T21:17:49.000+0000,False,False,005G0000002gy9vIAA,2013-07-26T18:04:24.000+0000,005G0000002gy9vIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 276-1177 x 567,(647) 668-6548,punita.bansal@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,Marketing Piece;Presentation;Concept,0.0,0.0,0.0,,False,4633.0
500G000000FKvYeIAL,False,,00002789,003G0000018f754IAA,001G000000urMmxIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,submitting app that was previously declined,,David called on a CI policy that was declined 2 years ago with a reconsideration period of 1 year. He could also have a DI submission for the same client. Discussed possiblities of an exclusions and / or ratings.,True,2013-08-21T22:24:09.000+0000,False,False,005G0000002gy23IAA,2013-07-26T18:28:26.000+0000,005G0000002gy23IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250)753-9955,(250) 607-7410,david.edgeley@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy23IAA,,,,,,Presentation,0.0,0.0,0.0,,False,4633.0
500G000000FKvl9IAD,False,,00002790,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Standard Roofing Company Inc. 262892 (Amendment),Medium,"Ran taxable std & ltd 66.67% and 75%.  Lori will advise if client wants to proceed. July 26/13  AW

-Processed amendment to change LTD from non-taxable to flat 67% taxable effective Aug 1, 2013",True,2013-08-13T19:52:16.000+0000,False,False,005G0000002gy37IAA,2013-07-26T18:38:45.000+0000,005G0000002gy2TIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,Quotation;HEA,0.0,0.0,0.0,,False,4633.0
500G000000FKwWOIA1,False,,00002791,003G0000018f7KbIAI,001G000000urMouIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Andrea,Medium,Client on mat leave and inquiring if there is a potential claim and if she should keep policy.,True,2013-07-26T19:40:12.000+0000,False,False,005G0000002gyDJIAY,2013-07-26T19:39:55.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204)573-5962,,kevan.mccarthy@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4633.0
500G000000FKwZhIAL,False,,00002792,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Adams,Medium,Prepared 4 quotes for Mary on the group life conversion for Bernard Adams,True,2013-08-15T18:51:46.000+0000,False,False,005G0000002gy2jIAA,2013-07-26T19:45:43.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,1.0,1.0,0.0,,False,4633.0
500G000000FKwo8IAD,False,,00002794,003G0000018f7LUIAY,0015o000008CyhYAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,Client has questioned recent drop in Bond Fund prices.  Proposed a slight switch to the clients current holdings to provide a little protection against rising interest rates based upon new funds that have recently been launched.,True,2013-07-26T20:06:31.000+0000,False,False,005G0000002gy9PIAQ,2013-07-26T20:06:27.000+0000,005G0000002gy9PIAQ,2024-05-02T13:10:38.000+0000,0055o0000019VX9AAM,2024-05-02T13:10:38.000+0000,(905)397-3322,(905) 401-5731,aurora@luminariswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4633.0
500G000000FKwtcIAD,False,,00002795,003G0000018f6jJIAQ,0015o000008Cyi6AAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,Client transferred $1 to LON Segs in April and May.  First statement has arrived for the Cons Profile and after the PS2 fees the client is showing a nearly 1% loss in MV.  Client is unhappy and Anne approached me looking for suggestions on how to address the clients concerns and is there anything she should consider looking at.  I suggested she might consider some of the new N.A. HY Bond and ST Bond as diversifiers.,True,2013-07-26T20:13:59.000+0000,False,False,005G0000002gy9PIAQ,2013-07-26T20:13:54.000+0000,005G0000002gy9PIAQ,2024-12-05T15:31:45.000+0000,0055o0000019VX9AAM,2024-12-05T15:31:45.000+0000,(519)688-3450,(519) 983-0100,anne@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4633.0
500G000000FL7hmIAD,False,,00002796,003G0000018f7kZIAQ,001G000000urMzKIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Waiver of Premium of Life,Medium,How does our contract work with over age 65 and some goes off due to illeness. Given they can't apply for Life waiver what happens to our Life benefit?,True,2013-10-01T13:18:53.000+0000,False,False,005G0000002gy4lIAA,2013-07-29T11:50:29.000+0000,005G0000002gy4lIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902) 835-2696,(902) 499-5266,geoff@mciverinsurance.com,(902) 835-2402,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,1.0,0.0,0.0,,False,4630.0
500G000000FL8akIAD,False,,00002798,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning process,Medium,Client already convinced to purchase LI and reorganize corporation.  Advisor seeking information on lowering tax lawyer's cost to reorganize.,True,2013-07-29T14:18:50.000+0000,False,False,005G0000002heHMIAY,2013-07-29T14:17:49.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FLAltIAH,False,,00002799,003G000001C3YXBIA3,001G000000wjNqkIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Windley Contracting,Medium,Kol emailed me when Barb was off asking why certain claims were declined. There was a letter attached stating that there was an overpayment on a dental claim in the amount of $165.00. On the same letter there was a note saying that Laser Treatments and Shockwave therapy are not covered since a Nurse did the treatments. There was allot of emails going back and forth between the employee (Kim Andrews) and Kol. I've sent these emails to Chris Schilke for review. He's forwarded everything to M&DS for review since there is so much Contradicting information it needs to be reviewed properly. According to one of the emails which had a letter from the Chiropractor attached he did these treatments.,True,2013-10-15T18:56:44.000+0000,False,False,005G0000002gyFsIAI,2013-07-29T16:31:45.000+0000,005G0000002gyFsIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250) 729-0904 ex 3261,(250) 667-4518,kol.jepson@investorsgroup.com,(250) 729-0908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFsIAI,,,,,,,13.0,0.0,0.0,,False,4630.0
500G000000FLBkIIAX,False,,00002800,003G0000018f7ENIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Solutions Banking,Medium,July 26 - Norm emailed me with query about paying down or closing an investment loan.  See my email reply of July 26,True,2013-07-29T17:36:42.000+0000,False,False,005G0000002gy8RIAQ,2013-07-29T17:34:17.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4630.0
500G000000FLCabIAH,False,,00002801,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,REQUEST FOR EMPLOYEE LISTING REPORT FOR POLICY # 245833.,Medium,JILLIAN CYCA SEND AN E-MAIL REQUESTING A COPY OF DATES OF BIRTH FOR ALL THE EMPLOYEES FOR EASTEND DENTAL POLICY # 245833 AND WAS PROVIDED WITH THE EMPLOYEE LISTING REPORT .,True,2013-07-29T18:30:02.000+0000,False,False,005G0000002h5rnIAA,2013-07-29T18:29:09.000+0000,005G0000002h5rnIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FLCopIAH,False,,00002802,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,REQUEST FOR AN EP3 STATEMENT FOR POLICY # 281511,Medium,JILLIAN CYCA SEND AN E-MAIL REQUESTING FOR EP3 STATEMENT FOR POLICY # 281511. SENDED AN EP3 STATEMENT VIA E-MAIL.,True,2013-07-29T18:44:42.000+0000,False,False,005G0000002h5rnIAA,2013-07-29T18:44:17.000+0000,005G0000002h5rnIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FLD86IAH,False,,00002803,003G0000018f6fKIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB,Medium,"Refresher meeting on LIB rider, death benefit reset, costs, eligible funds, Core Partner Managed Solutions fund lineup.  Followed up with email and marketing materials",True,2013-07-29T19:06:14.000+0000,False,False,005G0000002gy8RIAQ,2013-07-29T19:05:57.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 276-1177 X540,,rose.d'alimonte@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4630.0
500G000000FLZwAIAX,False,,00002804,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,QUESTION ABOUT THE PREMIUM ON THE RENEWAL FOR POLICY # 240012,Medium,DWIGHT CALLED IN TO INQUIRE ABOUT THE DIFFERENCE IN PREMIUM  FOR POLICY # 240012 AND WAS PROVIDED WITH AN EXPLAINATION.,True,2013-07-29T19:56:51.000+0000,False,False,005G0000002h5rnIAA,2013-07-29T19:56:02.000+0000,005G0000002h5rnIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5rnIAA,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FLq8MIAT,False,,00002805,003G0000018f71UIAQ,001G000000urMslIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Quadrus,Medium,"Client has 600K looking for a home. Advisor wanted commentary put together on a few of our Quadrus funds. I discussed US Div, HYB, Monthly Income, Strategic Income class and Corproate Bond. Provided Commentary on why I like the fund and where it fits. Advisor didn't want a portfolio put together, just info on the funds. The client currently has 50K with the advisor and the advisor is hoping to win this buisness. I also provided pricing differences between Q Series and N Series.",True,2013-10-22T12:13:12.000+0000,False,False,005G0000002gxyEIAQ,2013-07-29T20:22:42.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(709)690-7458,(709) 690-7458,gerard.nash@principalplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4630.0
500G000000FLtQYIA1,False,,00002806,003G0000018f7q4IAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Request for Coverage Summary and GroupNet Forms,Medium,Call from Advisor to obtain Coverage Summary and GroupNet forms for policy 63436 K-Motel.Emailed Coverage Summary to Acct. Mgr./GroupNet Forms to advisor,True,2013-07-29T20:28:31.000+0000,False,False,005G0000002gyB4IAI,2013-07-29T20:28:04.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306) 536-3204,,gbrown5@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FMJiVIAX,False,,00002807,003G0000018f6vkIAA,001G000000urMtjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,UL - annual client review,Low,Sold by previous advisor.  Current wanted to know why and how the policy was doing.  Seems to be performing as per reduced scenario.,True,2013-07-29T21:11:47.000+0000,False,False,005G0000002gyDWIAY,2013-07-29T21:11:35.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250)763-1114,(250) 486-7768,genadiy@encompasssolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FMKmvIAH,False,,00002808,003G0000018f6rOIAQ,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Inforce WL... looking to add more,Medium,Looked at options to surrender inforce / leverage / premium vacation.  Client wants substantially more DB today and is spending $300/mo on term.  Might need to replace term and convert long term.,True,2013-07-29T21:13:18.000+0000,False,False,005G0000002gyDWIAY,2013-07-29T21:13:14.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250) 763-1114 x 4319,(250) 540-2012,paul.wright@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FMNDdIAP,False,,00002809,003G0000018f7OfIAI,001G000000urN6oIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for Copy of Billing Statement/Employee Report,Medium,"Email from Advisor admin (Cindy) requesting copy of paper bill for Policy 279529 Classic Farms. Paper Bill ordered and sent July 29/13.
Emailed GN Employee Report July 22/13 to Advisor Admin (Cindy)",True,2013-11-18T17:08:29.000+0000,False,False,005G0000002gyB4IAI,2013-07-29T21:16:51.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306)693-5251,(306) 631-8034,brent.goldkey@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FMOjIIAX,False,,00002810,0030A0000029pk9QAA,001G000000wjNrTIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Salary Correction/Renewal,Medium,"July 26/13 email to SPAC Inforce to correct earnings for cert #8 for plan 282587 Garden Ridge Dental. Acct Mgr noticed a $480,000 earnings amount instead of $48,000.",True,2013-11-18T17:09:42.000+0000,False,False,005G0000002gyB4IAI,2013-07-29T21:23:05.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306)757-1222,,,(306)757-1096,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FMS3eIAH,False,,00002812,003G0000018f7piIAA,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for Employee Information,Medium,July 25/13 email from Adv Asst (Chelsie) requesting employee information Tourscher for group 220488 southern Interiors. Emailed GN EE coverage report.,True,2013-08-08T17:54:24.000+0000,False,False,005G0000002gyB4IAI,2013-07-29T21:48:33.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FMS4CIAX,False,,00002811,003G000001B41mpIAB,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for STD Disability Forms and Plan Information,High,July 25/13 email request from Advisor for STD forms for ee 6 for plan 249512 J & S Tire. Question regarding hospital coverage commencement benefit. Emailed forms and response July 25/13.,True,2013-11-18T16:54:59.000+0000,False,False,005G0000002gyB4IAI,2013-07-29T21:44:42.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306) 773-3553,,fred.sundquist@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FMSCVIA5,False,,00002813,003G000001B41rGIAR,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for GN Coverage Summary,Medium,Emailed Coverage Summary to Advisor for Group 279115 Mustang Vac Services July 24/13.,True,2013-07-29T21:57:44.000+0000,False,False,005G0000002gyB4IAI,2013-07-29T21:57:31.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306) 698-2350,(306) 698-7337,vance.weber@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FMSHqIAP,False,,00002814,003G0000018f7T1IAI,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Radient Technologies Inc. (Amendment),Medium,"Increase LTD NEM from 3,400 to 3,500",False,,False,False,005G0000002gy37IAA,2013-07-29T22:17:52.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)988-9429,(780) 720-6720,murray@buchananinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4630.0
500G000000FMWerIAH,False,,00002816,003G0000018f7aSIAQ,001G000000urNAtIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Fairles Benefits Renewal,Medium,John very pleased with their renewal.  emailed to thank you,True,2013-07-30T15:28:17.000+0000,False,False,005G0000002gy74IAA,2013-07-30T15:27:57.000+0000,005G0000002gy74IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519) 579-4730,,john@bencomfsgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy74IAA,,,,,,,0.0,0.0,0.0,,False,4629.0
500G000000FMX01IAH,False,,00002815,003G0000018f7aeIAA,001G000000urNAuIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Beneficial Insectary 279576,Medium,October 1 renewal negotiation,True,2013-07-30T15:21:33.000+0000,False,False,005G0000002gy74IAA,2013-07-30T15:10:05.000+0000,005G0000002gy74IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519) 829-2860,,michele@bensol.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy74IAA,,,,,,,0.0,0.0,0.0,,False,4629.0
500G000000FMXeGIAX,False,,00002817,0030A000005YutJQAS,001G000000urMouIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,police officer,Medium,Trying to save case and make plan design changes rather than client cancel.,True,2013-07-30T15:59:53.000+0000,False,False,005G0000002gyDJIAY,2013-07-30T15:57:31.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,,(204) 298-3541,gail@beltonboisselle.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Marketing Piece;Quotation,1.0,0.0,0.0,,False,4629.0
500G000000FMXeaIAH,False,,00002818,0030A0000029kXwQAI,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,264454 - Regina Pats - Ex Gratia Request for Daniel Fink,Medium,Employee ID # 32 Daniel Fink submitted claims totalling $525 for psycology expenses as the practisioner is not registered with the province.  Submitted ex-gratia request to head office on July 30/13.,True,2014-02-04T16:14:49.000+0000,False,False,005G0000002gyBqIAI,2013-07-30T15:57:51.000+0000,005G0000002gyBqIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306)757-8631X211,,gerry.gamble@clarica.com,(306)359-7447,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBqIAI,,,,,,,3.0,0.0,0.0,,False,4629.0
500G000000FMXtEIAX,False,,00002820,003G0000018f6kIIAQ,001G000000urMtTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,RPU vs GWL Weath+ADO max,High,,True,2013-08-09T15:08:17.000+0000,False,False,005G0000002gyBkIAI,2013-07-30T16:38:15.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(873)822-1346,(819) 319-2847,joe@gefg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4629.0
500G000000FMXzOIAX,False,,00002819,003G000001F3IsgIAF,001G000000yXYOiIAO,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,SIF Asset Management Group Inc. (Amendment),Medium,Remove Vision Care,False,,False,False,005G0000002gy37IAA,2013-07-30T16:21:31.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 423-3228,,herbert.chui@sifassetmanagement.com,(780) 424-3322,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4629.0
500G000000FMYP2IAP,False,,00002821,003G0000018f74YIAQ,001G000000urMt8IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Lonergan,Medium,"Heather and Glenn Lonergan are both 61 and would like to be able to retire ASAP
Life expectancy according to them is 90 and income target is $4,500/m net 
Glenn has spent 40 years in the car business, now managing the service department for a Valley dealership and earning $80,000
Heather was a physiotherapist and owned her own clinic and building for years, but sold it 5 years ago and used the proceeds and net rent to fund lifestyle since as a Grandmother

Their concerns are:
Don’t know if they have enough…Glenn is really worried about this (his “biggest worry” was “don’t have enough money to last”)
Wondering how long they should stay in property before downsizing (Glenn likes “the idea of gardening” and “looking after the property” but wonders if as an escape from work whether the “escape” will be needed once the work is gone AND Heather is “tired of cleaning this house” and both have expressed an interest in “renting a lifestyle” somewhere
Both receiving CPP of 552 net/month each now (with 25% withholding)
Both eligible for OAS
Net rental income from clinic is $7,000 annually paid to Clinic Co., then out to Heather (Building worth $135,000 with no mortgage)
Home value is conservatively $300,000 with no mortgage
Maintain $20,000 in chequing and savings with $11,000 in clinic account
Both embracing the Die Broke model
Both very open to advice as they feel they are only getting tactical investment advice from an out-of-province advisor although Glenn says “I’ve enjoyed dealing with him” in their quarterly calls; based on their portfolio, they have been comfortable with risk but “would love to start to reduce the ride”

Investment statements to follow…we’re missing one and Glenn will send it tonight
Next Wednesday would be great for a first draft of this

Adam Smith
Senior Advisor

3C Wealth Partners",True,2014-04-23T19:43:35.000+0000,False,False,005G0000002hHY9IAM,2013-07-30T16:51:50.000+0000,005G0000002hHY9IAM,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)678-4399,(902) 670-6564,adam@3cwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHY9IAM,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4629.0
500G000000FMYfuIAH,False,,00002822,003G0000018f7YbIAI,001G000000urMtzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Group Life Conversion - Deeley,Medium,Bert submitted a group life conversion application for Rosemarie Deeley for a Estatemaster policy,True,2013-09-17T15:57:15.000+0000,False,False,005G0000002gy2jIAA,2013-07-30T17:40:41.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 529-1210 x224,,bert@yourplanners.ca,(905) 529-2812,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4629.0
500G000000FMZjxIAH,False,,00002823,003G0000018f7x6IAA,001G000000urN78IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,DB Reset,Medium,Was concerned about the cost of the DB reset in a client's account when the account value was below the 100% DB gtee and it therefore did not reset.,True,2013-07-30T18:28:56.000+0000,False,False,005G0000002gy6dIAA,2013-07-30T18:28:46.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204)509-2987,,scott@intentplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4629.0
500G000000FMaOkIAL,False,,00002824,003G0000018f7ZyIAI,001G000000urNAoIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Online Client Access to GWL segs and QGOF,Medium,He wanted to know if clients can get online access to their GWL and QGOF accounts.,True,2013-07-30T20:26:45.000+0000,False,False,005G0000002gy4kIAA,2013-07-30T19:17:28.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519) 787-4627,,del@wilmotfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,1.0,0.0,0.0,,False,4629.0
500G000000FMbIOIA1,False,,00002825,003G0000018f7alIAA,001G000000urNAoIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Online Client Access to GWL and QGOF Accounts,Medium,She wanted to know if clients can have online access to both GWL and QGOF Funds using a log in.,True,2013-07-30T20:25:52.000+0000,False,False,005G0000002gy4kIAA,2013-07-30T20:23:53.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519) 221-3531,,erossfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,1.0,0.0,0.0,,False,4629.0
500G000000FMhMnIAL,False,,00002827,003G0000018f7GsIAI,001G000000urMuxIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Statements and Missed Payments,High,Mike asked me if I can find  out why client payments did not hit their bank accounts last Thursday and when the client statements will be mailed out. I contacted Kailyn (the ASR) and asked her and she had all the answers and is going to e-mail them to me. Statements went out Monday for Quadrus and last week for Seg funds. There was a file downloading glitch and payments for last Thursday for some advisors got missed. The payments will be going out today. For Nominee AWD accounts only.,True,2013-07-31T16:10:15.000+0000,False,False,005G0000002gyEsIAI,2013-07-31T16:09:41.000+0000,005G0000002gyEsIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)456-2471,(416) 587-2103,mike.langlois@langloisfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMhS6IAL,False,,00002826,003G0000018f7DZIAY,001G000000urMo8IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Lillian Siow - HNW information request,High,"Lillian Siow contacted Brad and I for some information on HNW seg products, preferred series 1 & 2.  I sent  her MER table and admin processing guides.  Brad will follow up with Lillian once back from holidays to set up meeting.",True,2017-07-10T17:53:15.000+0000,False,False,005G0000002gxzQIAQ,2013-07-31T15:54:06.000+0000,005G0000002gxzQIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)455-0133,(778) 891-8336,lillian.siow@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzQIAQ,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMi1eIAD,False,,00002828,0030A0000029my4QAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,R & R Insurance Ltd.- 214045,Medium,"Increase STD NEM - 0 Premium, effective July 1",True,2014-01-28T21:59:03.000+0000,False,False,005G0000002gy3CIAQ,2013-07-31T16:24:34.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)835-5456,,edluck@telus.net,(780)835-4422,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMiH9IAL,False,,00002829,003G0000018f6VtIAI,001G000000urMrDIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Costa, Panakos",Medium,Client unhappy with investments and advisor. Reviewed holdings and recommended advanced portfolio with broader diversification including real estate. Also spoke about mutual funds instead of segs for Nick's wife Celia. Client agreed not to transfer out funds and work with another advisor (Luigi) on investments. Looking into DSC costs to move from segs to Quadrus for Celia.,True,2013-10-09T13:14:00.000+0000,False,False,005G0000002gy2SIAQ,2013-07-31T16:46:08.000+0000,005G0000002gy2SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416)938-6667,,luigi@kingswoodfinancial.ca,,,,,,,,,,,Bank,Other,,,0.0,,,0.0,False,Bank,,,,,005G0000002gy2SIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4628.0
500G000000FMiXfIAL,False,,00002830,003G0000018f7r4IAA,001G000000urMxOIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Touchwood Family Services - positive enrollment,Medium,Client wants to go to a positive enrollment.,True,2014-10-08T22:20:26.000+0000,False,False,005G0000002gyEtIAI,2013-07-31T17:03:46.000+0000,005G0000002gyEtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306)665-6244,,joanbh@tipi-imipartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,2.0,0.0,0.0,,False,4628.0
500G000000FMjGuIAL,False,,00002831,003G0000018f7XNIAY,001G000000urN5ZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Jeffrey,Medium,"Sent a lead for a group life conversion to Rick and an application was submitted July 30, 2013.",True,2013-08-15T19:53:12.000+0000,False,False,005G0000002gy2jIAA,2013-07-31T17:56:08.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)336-3939,(905) 320-7765,rick@rwbfinancial.ca,(905)336-9009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4628.0
500G000000FMjjIIAT,False,,00002832,0030A0000029nSwQAI,001G000000vkp7QIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Welatapea Marine - Severance request,Medium,Alistar Trowers.- 6 mth severance agreement put in place till Sept 1/13 for all benefits except LTD and CI.,True,2013-11-19T19:41:36.000+0000,False,False,005G0000002gy7UIAQ,2013-07-31T18:24:46.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)634-4687,,craigmunroe@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMjlTIAT,False,,00002833,0030A0000029eoLQAQ,001G000000yXjtRIAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Alberta Society of Radilogists,Medium,added Div 2 to group - transfer from policy 241248,True,2013-07-31T18:26:45.000+0000,False,False,005G0000002gy2tIAA,2013-07-31T18:26:36.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)430-6101,,don.johnson@telusplanet.net,(780)988-9711,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMjlYIAT,False,,00002834,003G0000018f6SlIAI,001G000000urMtFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Annpolis Valley First Nations,High,Status ee's with non-status dependants having issues with clams.  Status ee's are to have claims processed by NHIB as first payor....,True,2013-11-19T19:33:13.000+0000,False,False,005G0000002gy7UIAQ,2013-07-31T18:26:40.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)678-2788,(902) 680-3456,snichols@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMjneIAD,False,,00002835,003G0000018f7k6IAA,001G000000urMzRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Dr. David Richardson,High,"Dr. Richardson pass away March 16/13.  No ee's left on plan however HO cannot terminate with out letter.  Must term for arrears.  HO is looking into this.

Plan terminatng April 1/13",True,2013-11-19T19:32:25.000+0000,False,False,005G0000002gy7UIAQ,2013-07-31T18:28:15.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)446-3900,(902) 222-1346,sharon@lifequestfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMkHfIAL,False,,00002837,003G0000018f6kvIAA,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Amendment,Medium,"Request two quote Amendment on Coverage of class 2. 
Reducing Drugs, Health, Vision and Dental coverage. And asking for information of HCSA.",False,,False,False,005G0000002hHXGIA2,2013-07-31T20:40:38.000+0000,005G0000002hHXGIA2,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8919,,ester@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHXGIA2,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMl5VIAT,False,,00002836,003G0000018f78RIAQ,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Group Life Conversion - Goncalves,Medium,"Prepared 4 quotes on a RUSH basis, today is the last day client can exercise this option.",True,2013-08-06T19:58:38.000+0000,False,False,005G0000002gy2jIAA,2013-07-31T20:04:38.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)815-3610,(905) 815-3610,scott.melee@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4628.0
500G000000FMlYDIA1,False,,00002838,003G0000018f6bhIAA,001G000000urMqsIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,LIF unlocking,Medium,"Wadham case. Met Rick - advised on process, forms to unlock LIF.  Downloaded LIF illustration tool and taught Rick how to prepare a client illustration.",True,2013-10-01T19:40:23.000+0000,False,False,005G0000002gy8RIAQ,2013-07-31T20:47:39.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Quotation;Presentation,0.0,0.0,0.0,,False,4628.0
500G000000FMlkhIAD,False,,00002839,003G000001GJv3YIAT,001G000000urMouIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Formo,Medium,RRIF maximizer insurance concept,True,2013-12-12T18:17:27.000+0000,False,False,005G0000002gyHxIAI,2013-07-31T20:58:29.000+0000,005G0000002gyHxIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204)734-9420,(204) 281-4255,cramer.coulthart@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyHxIAI,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMmHvIAL,False,,00002840,003G000001B5RBYIA3,001G000000vmIxbIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,1437892 Alberta Ltd. O/A Manufactured Homes of Alberta - 285365,Medium,"June 1 Amendment to Revise LTD assessment period to 24 months

0 premium created",True,2013-08-01T22:27:30.000+0000,False,False,005G0000002gy3CIAQ,2013-07-31T21:48:51.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,,,wade.caughlin@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMmQJIA1,False,,00002841,003G0000018f7nCIAQ,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Inline Valve Services Ltd. - 286974,Medium,Amendment to revise billing split - effective June 01/13,True,2014-01-28T21:59:32.000+0000,False,False,005G0000002gy3CIAQ,2013-07-31T22:02:35.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-2846,,alex@generationsinsurance.com,(780) 532-5569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMmThIAL,False,,00002842,003G000001B5RBYIA3,001G000000vmIxbIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Watchorn Plumbing - 282245,Medium,Terminate Division 1 & transfer employees to division 2 - June 01/13,True,2013-08-01T22:28:25.000+0000,False,False,005G0000002gy2uIAA,2013-07-31T22:07:55.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,,,wade.caughlin@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMmWMIA1,False,,00002843,003G0000018f7nEIAQ,001G000000urMwxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Empire Gas Services - 265947,Medium,Amendment to increase the MRP maximum to $5000,True,2013-07-31T22:16:17.000+0000,False,False,005G0000002gy3CIAQ,2013-07-31T22:15:05.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-9510,(780) 831-8455,mike@advancedinsurancebenefits.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMmY3IAL,False,,00002844,003G0000018f7nCIAQ,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Aurora Energy Control - 281990,Medium,Amendment to revise billing split - effective June 01/13,True,2013-07-31T22:19:22.000+0000,False,False,005G0000002gy2uIAA,2013-07-31T22:18:14.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-2846,,alex@generationsinsurance.com,(780) 532-5569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4628.0
500G000000FMptGIAT,False,,00002851,003G0000018f6biIAA,001G000000urMoxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,DSC Reimbursement,Medium,"Tyler had a question about moving from Freedom Funds to Seg Funds. He wanted DSC reimbursement to move to LSC funds on the new shelf. I followed up with London life and this is now allowed. As well, I was able to find out what paperwork was required.",True,2013-08-01T15:24:23.000+0000,False,False,005G0000002gyFjIAI,2013-08-01T15:24:13.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204) 489-1012 x243,(204) 799-4567,tyler.evans@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMpwSIAT,False,,00002845,003G0000018f6c1IAA,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Rappazo,Medium,Dan Haney will look after a group life conversion in Grimsby,True,2015-07-30T12:31:56.000+0000,False,False,005G0000002gy2jIAA,2013-08-01T13:49:58.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(289)337-4440,(289) 337-4440,dan.haney@parkgatefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMqERIA1,False,,00002846,003G0000018f6utIAA,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Policy change on a UL (decrease the coverage): New premium = ?,Medium,,True,2013-08-01T17:54:19.000+0000,False,False,005G0000002gyBkIAI,2013-08-01T14:18:42.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)492-5688,(514) 717-8028,jason@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMqKtIAL,False,,00002847,003G0000018f6feIAA,001G000000urMsGIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,"FEPO new grad student: email sent to u/w, no need for an offset...top up only",Medium,"De : ROBIN DESNOYERS [mailto:robin@sfsardano.com] 
Envoyé : July 25, 2013 9:52 AM
À : Than, Patrick
Objet : OPR: Rousseau-Nepton, Isabelle-41218120

Salut Patrick, tu peux m'appeler ?
La cliente est est médecin R6 en pédiatrie donc a droit à une OPR spéciale spéciale de 9000$ (je crois) mais a décidé de prendre 1500$ cette année et de majorer complètement l'an prochain lors de son début de pratique.

Je te joins aussi le document de la FMRQ (La Capitale) voir en page 28, qui dit qu'ils paient jusqu'à 80% de son salaire net (après impôts et les charges habituelles). Son salaire annuel brut est de 80K.

Il me semble que la coordination n'est pas applicable...
merci
Robin",True,2013-08-01T14:28:42.000+0000,False,False,005G0000002gyBkIAI,2013-08-01T14:28:25.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)334-7799X227,(514) 515-7507,robin@octantgp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMqmdIAD,False,,00002848,0030A0000029bsZQAQ,001G000000urMvRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Existing life contract,Low,Pat wants to know why the premium vacation is no longer supportable,True,2013-10-03T14:06:15.000+0000,False,False,005G0000002gy9KIAQ,2013-08-01T15:12:28.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)789-2220,,pat@donvito-oneill-gagne.com,(514)789-2221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMqp3IAD,False,,00002849,003G0000018f6XiIAI,001G000000urMvRIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Email,,Existing DI plan,Low,"He wanted to know his client could add the ROP rider to an existing plan; since the plan was issued in 1999, it is not possible",False,,False,False,005G0000002gy9KIAQ,2013-08-01T15:16:07.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)693-3262,(514) 402-0084,paul@donvito-oneill-gagne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMqqBIAT,False,,00002850,003G0000018f6bxIAA,001G000000urMoxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,IPP for business owner,Medium,Gerry came to me about a situation involving a mixed family owning a business and wanted to discuss adding the children to the IPP as well as various estate planning tactics. I have been in contact with Gordon B Lang over the past few days and we are in the process of wrapping this up.,True,2014-03-14T15:23:14.000+0000,False,False,005G0000002gyFjIAI,2013-08-01T15:18:06.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204)488-2038X1,(204) 981-0556,gerry@hodsonfinancialinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,None,,,,,005G0000002gyFjIAI,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4627.0
500G000000FMrsYIAT,False,,00002852,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Bhandari,Medium,Looking into fixing a placing/underwriting error on this recently placed case.,True,2013-08-09T14:47:37.000+0000,False,False,005G0000002gyDJIAY,2013-08-01T16:48:19.000+0000,005G0000002gyDJIAY,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,1.0,0.0,0.0,,False,4627.0
500G000000FMrypIAD,False,,00002853,003G0000018f6RNIAY,001G000000urMw0IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,WLRP for Kesitah Systems,Medium,"After reviewing the GICI that was put in place, we tracked down the policies that form the WLRP and I noted that they seem to be onside with CRA assuming not all members are shareholder. No ROP riders.",True,2013-08-01T16:51:40.000+0000,False,False,005G0000002gyDJIAY,2013-08-01T16:51:22.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204)953-1665,(204) 981-1445,gregg@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMsSGIA1,False,,00002854,0030A0000029XfbQAE,001G000000vkwnjIAA,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Broker looking for DI for 65 year client,Low,Todd MacKenzie called asking if we had DI for working  65 year old male. Since we don't he asked about CI - we do. Todd is meeting with the client today - Aug 1.,True,2013-09-23T16:33:53.000+0000,False,False,005G0000002gy23IAA,2013-08-01T17:32:17.000+0000,005G0000002gy23IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250)886-6800,(250) 886-6800,todd@oceancityfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy23IAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMtEFIA1,False,,00002855,003G0000018f6ezIAA,0015o000008CyvxAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Vare - Complex Case,High,Provided supporting material to satisfy client concerns.,True,2013-08-07T17:41:30.000+0000,False,False,005G0000002gy21IAA,2013-08-01T18:39:30.000+0000,005G0000002gy21IAA,2024-03-11T14:10:58.000+0000,0055o0000019VX9AAM,2024-03-11T14:10:58.000+0000,(604)687-6808,(778) 837-7526,ayrton@clearwealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy21IAA,,,,,,Analysis Document;Concept,3.0,0.0,0.0,,False,4627.0
500G000000FMtZ8IAL,False,,00002856,0030A0000029esmQAA,001G000000vkuxMIAQ,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Email,,quote for chiro,Low,Rec'd an email from advisors office,False,,False,False,005G0000002gy23IAA,2013-08-01T19:05:56.000+0000,005G0000002gy23IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250)475-0557X204,,carol@cooperfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy23IAA,,,,,,,2.0,0.0,0.0,,False,4627.0
500G000000FMuNXIA1,False,,00002857,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Mortgage Fund,Medium,Client was questioning why had a negative return YTD in mortgage fund.,True,2013-08-01T19:53:38.000+0000,False,False,005G0000002gy6dIAA,2013-08-01T19:53:27.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4627.0
500G000000FMvSfIAL,False,,00002858,003G0000018f72LIAQ,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Standard Deviation,Medium,Spoke to Yuen Yuen after the presentation explained standard deviation and why it is relevant when discussing the risk of our product.,True,2013-08-01T20:40:24.000+0000,False,False,005G0000002gy5ZIAQ,2013-08-01T20:40:14.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)438-1232,(236) 516-6547,yuenyuen@star8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMwK7IAL,False,,00002859,003G000001GJMBwIAP,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Life Insurance Positioning,Medium,Had a conversation with Leonard about how to approach business owners.  How to do a fact find with them and get to know their business before making a recomendation.,True,2013-08-01T21:19:11.000+0000,False,False,005G0000002gy5ZIAQ,2013-08-01T21:19:03.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,604-438-1232,,leonard.kiing@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMwZ7IAL,False,,00002863,003G0000018f7nCIAQ,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,K. Shaw & Sons Contracting - 102211,Medium,Amendment to revise the billing split effective June/13,True,2013-08-01T22:05:26.000+0000,False,False,005G0000002gy2uIAA,2013-08-01T22:04:44.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-2846,,alex@generationsinsurance.com,(780) 532-5569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMwfPIAT,False,,00002865,003G0000018f7nCIAQ,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Fletcher Mudryk & Co. Ltd.,Medium,Amendment to add 15 affiliates,True,2013-08-01T22:08:52.000+0000,False,False,005G0000002gy2uIAA,2013-08-01T22:08:19.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-2846,,alex@generationsinsurance.com,(780) 532-5569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMx1AIAT,False,,00002860,003G0000018f7nCIAQ,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Prism 2000 Inc. - 218490,Medium,Amendment revising the billing split effective June 01/13,True,2013-08-01T21:56:52.000+0000,False,False,005G0000002gy2uIAA,2013-08-01T21:53:02.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-2846,,alex@generationsinsurance.com,(780) 532-5569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMx5gIAD,False,,00002861,003G0000018f7nCIAQ,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Minhas Bros. Holdings - 243869,Medium,Amendment revising billing split - effective June 01/13,True,2013-08-01T21:58:46.000+0000,False,False,005G0000002gy2uIAA,2013-08-01T21:58:06.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-2846,,alex@generationsinsurance.com,(780) 532-5569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMx7wIAD,False,,00002862,003G0000018f7nCIAQ,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Peace Windows (2002) Ltd. - 259700,Medium,Amendment to revise billing split for June 1/13,True,2013-08-01T22:00:38.000+0000,False,False,005G0000002gy2uIAA,2013-08-01T21:59:53.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-2846,,alex@generationsinsurance.com,(780) 532-5569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMxEjIAL,False,,00002864,003G0000018f7nCIAQ,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,3S Contracting 2005 LTD. - 273022,Medium,Revise billing split effective July 01/13,True,2013-08-01T22:07:21.000+0000,False,False,005G0000002gy2uIAA,2013-08-01T22:06:38.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-2846,,alex@generationsinsurance.com,(780) 532-5569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMxLAIA1,False,,00002866,003G0000018f7nCIAQ,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Kimble Bros Trucking - 238625,Medium,Amendment to revise the billing split - effective July 1/13,True,2013-08-01T22:10:40.000+0000,False,False,005G0000002gy2uIAA,2013-08-01T22:09:56.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-2846,,alex@generationsinsurance.com,(780) 532-5569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMxP4IAL,False,,00002870,003G0000018f7WpIAI,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Maxifab Inc. - 287293,Medium,Amendment to revise the billing split effective June 01/13,True,2013-08-01T22:20:10.000+0000,False,False,005G0000002gy2uIAA,2013-08-01T22:19:33.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)539-5943,,stephen@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMxPHIA1,False,,00002867,003G0000018f7nCIAQ,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,4475470 Canada Inc. O/A Pat's Auto Bumper to Bumper,Medium,MRP amendment effective May 01/13,False,,False,False,005G0000002gy2uIAA,2013-08-01T22:12:37.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 532-2846,,alex@generationsinsurance.com,(780) 532-5569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMxRhIAL,False,,00002868,003G0000018f7WpIAI,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,742698 Alberta Ltd. O/A Bull Oilfield,Medium,Amendment to revise the billing split - effective July 01/13,True,2013-08-01T22:16:27.000+0000,False,False,005G0000002gy2uIAA,2013-08-01T22:14:18.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)539-5943,,stephen@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMxURIA1,False,,00002869,003G0000018f7WpIAI,001G000000urMwyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Rees N.D.T. Inspection Services 2008 Ltd. - 271568,Medium,Amendment to revise the billing split effective July 01/13,True,2013-08-01T22:18:30.000+0000,False,False,005G0000002gy2uIAA,2013-08-01T22:18:00.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)539-5943,,stephen@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FMxraIAD,False,,00002871,003G0000018f7u8IAA,001G000000urN0CIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,quote for CI,,quote sent to Larry as requested,True,2013-08-20T16:26:13.000+0000,False,False,005G0000002gy23IAA,2013-08-01T22:40:33.000+0000,005G0000002gy23IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250) 658-1983,,lufful@aol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy23IAA,,,,,,,0.0,0.0,0.0,,False,4627.0
500G000000FN3EjIAL,False,,00002872,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,267109-1133054 Alberta Ltd. O/A Alberta Mobile Paramedic Services,Medium,"Amendment to change the company name & update banking - effective July 15/13 

Submitted Aug. 2 kc",True,2013-08-02T15:28:48.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T15:16:49.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN3LqIAL,False,,00002873,0030A0000029VbmQAE,001G000000wjNqYIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Dencorp Mechanical Ltd.,Medium,"various changes to plan: lower parameds to 350, add cosco drug plan, remove major dc & lower max to 1500$",False,,False,False,005G0000002gyDnIAI,2013-08-02T16:24:39.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)448-1988,(780) 951-7196,richard.wutzke@igpwm.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN4AKIA1,False,,00002874,003G0000018f7LoIAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Use of Estate needs fact find,Medium,Walked Margaret where to find and how to use the family security planning needs tool.,True,2013-08-02T16:48:15.000+0000,False,False,005G0000002gy5ZIAQ,2013-08-02T16:48:04.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)438-1232,(778) 238-3238,margaret.tam@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,Presentation,0.0,0.0,0.0,,False,4626.0
500G000000FN625IAD,False,,00002877,003G0000018f7WiIAI,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Inspectrum Testing Inc. - 261919,Medium,Amendment to remove EAP - Effective June 01/13,True,2013-08-02T20:11:54.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:11:45.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780) 513-8323,,kristen@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN68QIAT,False,,00002878,003G0000018f7WfIAI,001G000000urMx2IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Klass Inspection Services Inc. - 246157,Medium,"Amendment to increase the LTD NEM - Effective June 01/13
0 premium created",True,2013-08-02T20:14:53.000+0000,False,False,005G0000002gy2uIAA,2013-08-02T20:14:23.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)532-1922,,myste@krugerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6VOIA1,False,,00002875,003G0000018f7WiIAI,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Alberta Pipefinders - 262597,Medium,Amendment to revise the billing split - effective July 1/13,True,2013-08-02T20:08:58.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:08:47.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780) 513-8323,,kristen@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6WWIA1,False,,00002876,003G0000018f7WiIAI,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Inspectrum Testing Inc. - 261919,Medium,Amendment to revise the LTD definition - effective June 01/13,True,2013-08-02T20:10:35.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:10:27.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780) 513-8323,,kristen@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6XlIAL,False,,00002880,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Modern Decore (Grande Prairie) Ltd.,Medium,Amendment to change to definition of earnings - Effective July 01/13,True,2013-08-02T20:18:05.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:17:59.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6axIAD,False,,00002879,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,1133054 Alberta Ltd. O/A Alberta Mobile Paramedic Services,Medium,Amendment to revise the billing split - effective July 15/13,True,2013-08-02T20:16:46.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:16:37.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6cyIAD,False,,00002881,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,All Peace Petroleum Ltd. - 259065,Medium,Amendment to revise the billing split - effective June 01/13,True,2013-08-02T20:19:35.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:19:16.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,001G0000010AKtcIAG,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6i8IAD,False,,00002882,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,All Peace Petroleum Ltd. - 259065,Medium,Change commission effective - June 01/13,True,2013-08-02T20:26:52.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:26:15.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,001G0000010AKtcIAG,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6sIIAT,False,,00002883,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,652763 Alberta Ltd O/A Standard Autoglass,Medium,"Amendment to increase paramedical maximum effective June1/13

Commission change request effective June 1/13",True,2013-08-02T20:43:02.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:42:53.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6t6IAD,False,,00002884,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,F.K.D. Contracting (Alta) Ltd. - 285196,Medium,"Amendment to increase the LTD NEM - Effective June 01/13

0 premium generated",True,2013-08-02T20:44:28.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:44:20.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6tfIAD,False,,00002885,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Edward's Factory Outlet Ltd. - 274703,Medium,"Amendment to increase the LTD NEM effective June 01/13

0 Premium generated",True,2013-08-02T20:45:39.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:45:33.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6tzIAD,False,,00002886,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Albright Refrigeration - 241749,Medium,Amendment to revise the billing split effective July 01/13,True,2013-08-02T20:46:51.000+0000,False,False,005G0000002gy3CIAQ,2013-08-02T20:46:45.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FN6v2IAD,False,,00002887,003G0000018f7nBIAQ,001G000000urMx1IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,J.D.A. Ventures Ltd. - 236388,Medium,Amendment to revise the waiting period for Classes 1 & 3 - effective July 01/13,True,2013-08-02T20:49:20.000+0000,False,False,005G0000002gy2uIAA,2013-08-02T20:48:23.000+0000,005G0000002gy3CIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)539-5943,,rob@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2uIAA,,,,,,,0.0,0.0,0.0,,False,4626.0
500G000000FNTapIAH,False,,00002889,003G0000018f6akIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Martin Flood - Dependant,High,"Son Ryan is again a full time student and needs to be put back on plan.  

Aug 6 - Done",True,2013-11-19T19:30:05.000+0000,False,False,005G0000002gy7UIAQ,2013-08-06T12:48:19.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,902-422-1631,,paul.edmond@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4622.0
500G000000FNUpgIAH,False,,00002890,003G0000018f7OfIAI,001G000000urN6oIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,DI Claim,High,Brent is very frustrated that his client's DI claim was declined. Getting details to position decline and defuse situation.,True,2013-11-01T18:52:36.000+0000,False,False,005G0000002gyDJIAY,2013-08-06T14:44:01.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306)693-5251,(306) 631-8034,brent.goldkey@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4622.0
500G000000FNV0BIAX,False,,00002891,003G0000018f71vIAA,001G000000urMvSIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,CI existing policy question,Low,Ryan contacted me to get a summary for an existing CI policy. I directed him to equipepvquebec@gwl.ca,True,2013-10-03T14:06:48.000+0000,False,False,005G0000002gy9KIAQ,2013-08-06T15:15:29.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)783-1777,,ryan@donvito-oneill-gagne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4622.0
500G000000FNVZPIA5,False,,00002892,003G0000018f6cfIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB eligible fund,Medium,Marc wanted to know the top 5 LIB eligible funds with the highest US equity content and to know if any of the 6 new LL funds were LIB eligible.,True,2013-08-06T15:44:55.000+0000,False,False,005G0000002gxzdIAA,2013-08-06T15:44:25.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)386-7878,(514) 386-7878,marc.halpert@mhfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4622.0
500G000000FNVZtIAP,False,,00002893,003G000001D2EOvIAN,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Inforce LIfe with outstanding policy loan,Medium,Penny asked for options on an inforce policy to see if it made sense to pay off the loan or to buy new coverage.,True,2013-08-06T15:45:41.000+0000,False,False,005G0000002gy5ZIAQ,2013-08-06T15:45:24.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(778)865-3225,(778) 865-3225,penny.zhao@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4622.0
500G000000FNWctIAH,False,,00002895,003G000001B4lkSIAR,001G000000vlm05IAA,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,"Serecon Services Inc. - October 1,2013 Renewal",High,advised Lorna that only email renewals are now primarily done. she mentioned her copier was removed from her facility and requested a hard copy be sent. i advised i will send her one today given the circumstance.,False,,False,False,005G0000002gyDnIAI,2013-08-06T17:11:25.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 425-5544,,heibergfinancial@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4622.0
500G000000FNX4sIAH,False,,00002896,003G0000018f7HTIAY,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Market overview,Medium,Wanted to know how current markets were doing and my views.,True,2013-08-06T17:46:16.000+0000,False,False,005G0000002gxzdIAA,2013-08-06T17:45:28.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)331-5838,(514) 812-3668,contact@caowealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4622.0
500G000000FNXUIIA5,False,,00002898,003G0000018f7GoIAI,001G000000urMqzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,CI client mailer,High,Discussed underwriting changes with John and Jordan. Identified CI non medicals for 100k benefit ages 30-50. I developed two client mailer pieces and gave them to John to review.,True,2013-08-06T18:26:34.000+0000,False,False,005G0000002gyBtIAI,2013-08-06T18:26:19.000+0000,005G0000002gyBtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416)491-1771X229,(905) 409-0785,john@corpsolutionsteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,1.0,0.0,0.0,,False,4622.0
500G000000FNXaAIAX,False,,00002897,003G0000018f7GoIAI,001G000000urMqzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,CI client mailer,High,"Discussed underwriting changes with John and Jordan. Identified CI non medicals for 100k benefit ages 30-50. I developed two client mailer pieces and gave them to John to review.

Followed up: September 17th 2013. John hasn't had the opportunity to follow up with clients yet.",True,2013-09-18T14:07:14.000+0000,False,False,005G0000002gyBtIAI,2013-08-06T18:25:18.000+0000,005G0000002gyBtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416)491-1771X229,(905) 409-0785,john@corpsolutionsteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4622.0
500G000000FNXoiIAH,False,,00002899,003G0000018f6eGIAQ,001G000000urMpjIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,DI Financials,Low,"Pharmacist submitted financials for new business but there is no profit yet in either corp so we are unable to insure for DI at this time. Suggested CI.
Martin came back and asked if UW would consider a small amount of NON can but based on the financials and it not being a year up and runing yet. I said the likelyhood of any exception would be 0.",True,2013-08-06T19:23:04.000+0000,False,False,005G0000002gyG3IAI,2013-08-06T19:22:32.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)991-5319,,martin.sobocan@sobocanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4622.0
500G000000FNYkuIAH,False,,00002900,0030A0000029pSkQAI,001G000000urN5CIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Group Life Conversion referral - Greensides,Medium,"We received a lead from Saskatchewan for a client here in Hamilton, 
Rosemary agreed to look after Mrs. Greensides with the applicaition",True,2013-08-09T14:29:29.000+0000,False,False,005G0000002gy2jIAA,2013-08-06T19:54:18.000+0000,005G0000002gy2jIAA,2025-07-29T16:57:14.000+0000,0055o0000019VX9AAM,2025-07-29T16:57:15.000+0000,(905)648-6767,,robrien@stoneridgeinsurance.ca,(905)648-7399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4622.0
500G000000FNg5GIAT,False,,00002901,003G0000018f7dCIAQ,001G000000urNBUIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,401K Transfer Over,Medium,"She has a client that has dollars in a 401k , he was wondering what the process of transferring over a 401K to Canada entailed?
They are in safe harbor with Principal bank from when he worked in the USA.",True,2013-08-12T23:13:36.000+0000,False,False,005G0000002gy4kIAA,2013-08-07T16:46:30.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519) 765-1085,,annhaayema@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,1.0,0.0,0.0,,False,4621.0
500G000000FNgbRIAT,False,,00002902,003G0000018f6XcIAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Email,,TreeFrog Transport,High,Sent John an email requesting EP3 from previous carrier as requested from head office,False,,False,False,005G0000002gyDnIAI,2013-08-07T17:31:42.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)428-8585,(780) 970-1984,john@csfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4621.0
500G000000FNggMIAT,False,,00002903,003G0000018f6NWIAY,001G000000urMneIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Littmann - Rating,Low,Does it still make sense for Mr. Littmann to move forward with life insurance given his rating.,True,2013-08-07T17:39:43.000+0000,False,False,005G0000002gy21IAA,2013-08-07T17:38:09.000+0000,005G0000002gy21IAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)685-5355,,jason@velawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy21IAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4621.0
500G000000FNh7hIAD,False,,00002904,003G0000018f6yMIAQ,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Partner buy out,Medium,"DI / CI / life.

Mother's new lighting company.  Looking to protect her and her finance partner.",True,2014-08-27T21:08:47.000+0000,False,False,005G0000002gyDWIAY,2013-08-07T18:17:07.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250) 763-1114 x 4360,(250) 300-7000,david.bergin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4621.0
500G000000FNiAwIAL,False,,00002905,003G0000018f74GIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,HNW Series,Medium,Uyen needed the details about London Life Series 1 & 2,True,2013-08-07T19:34:22.000+0000,False,False,005G0000002gxzdIAA,2013-08-07T19:33:19.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)331-5838X245,(514) 998-5473,uyenle@enrichfinancier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4621.0
500G000000FNiUIIA1,False,,00002906,003G0000018f7XPIAY,001G000000urN5tIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,"Schmidt, Adelheid",Medium,request from office for inforce download for above client's Living Life policy.,True,2015-07-03T18:33:09.000+0000,False,False,005G0000002gxzVIAQ,2013-08-07T19:56:46.000+0000,005G0000002gxzVIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 639-6443 x28,(905) 617-3000,jracicot@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzVIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4621.0
500G000000FNihDIAT,False,,00002907,003G000001C49a1IAB,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,LIB inquiry,Medium,Wanted to have a suggested LIB portfolio for his client.,True,2013-08-07T20:22:56.000+0000,False,False,005G0000002gxzdIAA,2013-08-07T20:19:31.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514) 331-5838 x366,,haig.liberian@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4621.0
500G000000FNiiCIAT,False,,00002908,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - O'Neill,Medium,Mary is looking after this group life conversion in Ancaster,True,2014-01-09T15:37:23.000+0000,False,False,005G0000002gy2jIAA,2013-08-07T20:28:00.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4621.0
500G000000FNis6IAD,False,,00002911,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Iskut Band Council,Medium,"When looking at the experience of this group we found that there is an employee that is using a maintenance drug which is increasing $ amount.  So we are looking into running an amendment quote to add ""Acute, Maintenance, Specialty"" formulary onto the plan",True,2016-03-18T17:21:28.000+0000,False,False,005G0000002gyDvIAI,2013-08-07T20:50:54.000+0000,005G0000002gyDvIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4621.0
500G000000FNj5iIAD,False,,00002909,003G0000018f7pdIAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,BILLING STATEMENT REQUEST,High,Request from Advisor for copy of August 1 billing for Eagle Electric policy 211633.,True,2013-08-07T20:41:26.000+0000,False,False,005G0000002gyB4IAI,2013-08-07T20:41:05.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4621.0
500G000000FNjAsIAL,False,,00002910,003G0000018f6nyIAA,001G000000urMnzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Client Interview in Mandarin,Medium,Alfred wanted to know if client interviews can be completed in Mandarin.  Provided him with client service brochure,True,2013-08-07T20:49:58.000+0000,False,False,005G0000002gy5ZIAQ,2013-08-07T20:49:49.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)438-1232,(778) 688-5929,alfred.huang@polarbearwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4621.0
500G000000FNjEQIA1,False,,00002912,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Bulkley Valley Child Development Society,Medium,Did an amendment quote to change LTD froma  standard LTD formulary to a 5 year LTD Formulary,True,2016-03-18T17:22:21.000+0000,False,False,005G0000002gyDvIAI,2013-08-07T20:54:19.000+0000,005G0000002gyDvIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4621.0
500G000000FNjGbIAL,False,,00002913,003G0000018f7njIAA,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"Amendment to ""Randy's Auto Service Ltd""",Medium,Added a costco drug card and removed all Paramedicals,True,2016-03-18T17:23:07.000+0000,False,False,005G0000002gyDvIAI,2013-08-07T20:57:43.000+0000,005G0000002gyDvIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250)614-7713,,lauriepackman@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4621.0
500G000000FNmrVIAT,False,,00002914,003G0000018f6jZIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,W.R Bolivar,Medium,EE has been off work due to illness however it has been discovered that he is working full time elsewhere.  Policyholder asked that we remove Steven Jollymore retroactive to July 1/13.  We have confirmed there have been no claims processed since that date.,True,2013-11-19T19:42:09.000+0000,False,False,005G0000002gy7UIAQ,2013-08-08T13:12:41.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)363-3322,(902) 848-6583,jgoucherinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4620.0
500G000000FNnh7IAD,False,,00002915,003G0000018f79HIAQ,001G000000urMtTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Excel calculator to compare products,Medium,Problems when trying to import data,True,2013-09-05T14:50:44.000+0000,False,False,005G0000002gyBkIAI,2013-08-08T14:39:08.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(819)333-6721,,andre.belzil@prosphere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4620.0
500G000000FNnmPIAT,False,,00002916,003G0000018f74yIAA,001G000000urMsAIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Exclusion voyage sur AI,Medium,,True,2013-08-08T14:44:08.000+0000,False,False,005G0000002gyBkIAI,2013-08-08T14:43:59.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)568-3248,,amanda.ciccone@acfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4620.0
500G000000FNo0bIAD,False,,00002917,003G0000018f7jUIAQ,001G000000urMzWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Signature Supplements,Medium,"Dave informed me the client is going to proceed with an amendment including reducing all coverage to 80%, reduce vision to $150 at 80%, reduce dental max to $1000, and add MRP. Dave is also looking for claims details and breakdown.",True,2013-08-08T15:05:08.000+0000,False,False,005G0000002gy4lIAA,2013-08-08T15:04:44.000+0000,005G0000002gy4lIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)221-7201,(902) 221-7201,dave@dhrobertsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,Presentation,1.0,0.0,0.0,,False,4620.0
500G000000FNoCTIA1,False,,00002918,0030A0000029YbIQAU,001G000000yYUVkIAO,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,223565 - POLAR TEK 2000 LTD.,Medium,Advisor called in wanted to know i we could see if client was using MRP. I called MRP line and informed advisor only one ee was using MRP as of 2012.,True,2013-08-08T15:24:11.000+0000,False,False,005G0000002gy3gIAA,2013-08-08T15:23:33.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)429-5961,,brenda@finfocusalta.com,(780)426-6242,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4620.0
500G000000FNpGrIAL,False,,00002919,0030A0000029oucQAA,001G000000wjNqYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,SDI Digital,Medium,"various changes for this amendment:
ADD VC @ 300/ 12 months / child
add costco plan
remove disability for owners class effective Oct 1",True,2013-08-08T17:08:36.000+0000,False,False,005G0000002gy3gIAA,2013-08-08T17:08:13.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)449-1487,,edward.croken@ig.ca,(780)449-0475,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4620.0
500G000000FNpl9IAD,False,,00002920,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,REQUEST FOR EMPLOYEE BIRTHDATES (GROUPNET EMPLOYEE LISTING),Medium,"Email from Jillian Cyca for listing of birthdates for Ramjet Consulting Policy #271982 for AD &D/CI for another carrier.
Emailed Group Net Employee Listing Report",True,2013-08-08T17:38:44.000+0000,False,False,005G0000002gyB4IAI,2013-08-08T17:38:31.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4620.0
500G000000FNpzMIAT,False,,00002921,003G0000018f7q4IAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Request for GroupNet Forms,High,"telephone and email request for GroupNet forms for KMotel 63436
emailed GroupNet forms to Advisor
additional call from Advisor for information on where to submit",True,2013-08-08T17:52:01.000+0000,False,False,005G0000002gyB4IAI,2013-08-08T17:51:44.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306) 536-3204,,gbrown5@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4620.0
500G000000FNqNYIA1,False,,00002923,0030A0000029cSgQAI,001G000000urN4MIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Low,,True,2013-08-09T19:49:05.000+0000,False,False,005G0000002gy2wIAA,2013-08-08T18:21:34.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)844-8820X126,,patrick@baicorp.ca,(905)844-8663,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4620.0
500G000000FNqNcIAL,False,,00002922,003G0000018f6iaIAA,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Low,,True,2013-08-08T18:18:40.000+0000,False,False,005G0000002gy2wIAA,2013-08-08T18:18:28.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(647)404-4160,,major.nanwa@majorsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4620.0
500G000000FNwfaIAD,False,,00002924,003G0000018f6psIAA,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Claim Form: «Plus proche parent»,Medium,,True,2013-09-05T14:50:41.000+0000,False,False,005G0000002gyBkIAI,2013-08-09T14:19:44.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)262-8573,(514) 262-8573,quyen.tran@qtservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FNwi0IAD,False,,00002925,003G0000018f7TqIAI,001G000000urN2pIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Lucia Falcucci,High,Questions on tax planning involving estate freeze and new holding company as proposed by Deloitte.,True,2013-08-09T14:25:39.000+0000,False,False,005G0000002gy8DIAQ,2013-08-09T14:25:30.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)369-5505,(819) 230-6425,nanstis@fhpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FNwldIAD,False,,00002926,003G0000018f6xFIAQ,001G000000urMwEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Samantha Bessette,High,Questions on tax treatment of RPP lump sum received from deceased parent.,True,2013-08-09T14:31:09.000+0000,False,False,005G0000002gy8DIAQ,2013-08-09T14:31:01.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)548-1884,,jeffhancock@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FNworIAD,False,,00002927,003G0000018f6xFIAQ,001G000000urMwEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Valued Client,Medium,Question on advantages and disadvantages of transferring real estate from parents to children prior to death of parents (Probate avoidance).,True,2013-08-09T14:36:18.000+0000,False,False,005G0000002gy8DIAQ,2013-08-09T14:36:12.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)548-1884,,jeffhancock@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FNwuLIAT,False,,00002929,003G0000018f7UfIAI,001G000000urN3DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Corporate Asset Transfer,Medium,Preparation of sample client report for use in presentation to Jim Saint (Halpenny Insurance).  Objective is to show Jim the benefits of GWL participating life insurance for his clients who are shareholders of a CCPC.,True,2013-08-09T14:44:33.000+0000,False,False,005G0000002gy8DIAQ,2013-08-09T14:44:28.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613) 232-4577 x106,,cgallagher@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FO0WAIA1,False,,00002932,003G0000018f6QbIAI,001G000000urMvxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,UL GIR for uninsurable client,Medium,,True,2013-08-09T20:49:47.000+0000,False,False,005G0000002gy2wIAA,2013-08-09T20:35:16.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FO0YiIAL,False,,00002930,003G0000018f7pdIAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for Banking Information Change Documents,,Email from Ed requesting information/documents for policy 211633 Eagle Electric,True,2013-08-09T19:59:02.000+0000,False,False,005G0000002gyB4IAI,2013-08-09T19:58:45.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FO0ghIAD,False,,00002931,003G0000018f6vTIAQ,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Mandoli - Finucane,Medium,"DI and Life prospect, positioning meeting.",True,2015-02-03T22:11:29.000+0000,False,False,005G0000002gyGaIAI,2013-08-09T20:09:04.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)345-5959,(604) 345-5959,peter@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FO0i0IAD,False,,00002935,003G0000018f7HUIAY,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,understanding/positioning RPU for client of advisor on staff,Medium,,True,2013-08-09T20:49:20.000+0000,False,False,005G0000002gy2wIAA,2013-08-09T20:46:13.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416) 789-4527,,junwei.feng@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FO0z6IAD,False,,00002937,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,260322 - Garry Wilson Trucking,Medium,Amendment to revise the billing split - effective Sept. 01/13,True,2013-08-09T20:48:39.000+0000,False,False,005G0000002gy3CIAQ,2013-08-09T20:48:25.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FO108IAD,False,,00002933,003G0000018f6dsIAA,001G000000urMrDIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,bankruptcy and insurance protection for prospective business owner client,Low,,True,2013-08-09T20:48:30.000+0000,False,False,005G0000002gy2wIAA,2013-08-09T20:36:18.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)660-9414X278,(416) 930-5779,franco@sansonefs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FO13HIAT,False,,00002934,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Stojan's Power Sports - 279356,Medium,Amendment to revise the billing split - effective Sept 1/13,True,2013-08-09T20:42:43.000+0000,False,False,005G0000002gy3CIAQ,2013-08-09T20:41:35.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FO16VIAT,False,,00002936,003G0000018f7HUIAY,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,actual advisor: Tony Ming Lee -- questions from prospective client re: existing UL,Low,,True,2013-08-09T20:49:04.000+0000,False,False,005G0000002gy2wIAA,2013-08-09T20:47:55.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416) 789-4527,,junwei.feng@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FO1KrIAL,False,,00002938,003G0000018f73qIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Term UL rider addition/deletion,Low,,True,2013-08-12T14:12:44.000+0000,False,False,005G0000002gy2wIAA,2013-08-09T21:08:31.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(647)832-1568,(647) 832-1568,hezeng.li@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4619.0
500G000000FOBQkIAP,False,,00002939,003G0000018f7BaIAI,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,High,,True,2013-08-12T14:12:58.000+0000,False,False,005G0000002gy2wIAA,2013-08-12T14:12:18.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)660-9414,,joanna.qin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,1.0,0.0,0.0,,False,4616.0
500G000000FOBRFIA5,False,,00002940,003G0000018f7HTIAY,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,UL: withdrawal on the investment component taxable?,Medium,,True,2013-08-12T15:33:46.000+0000,False,False,005G0000002gyBkIAI,2013-08-12T14:16:08.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)331-5838,(514) 812-3668,contact@caowealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4616.0
500G000000FOC5iIAH,False,,00002941,003G0000018f6fUIAQ,001G000000urMwFIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,10% outs error,Medium,"John's client - with $500k+ in new segs - did not receive 10% outs to FEL despite signing for that in 2010.  Expressed considerable concern that a mistake on that large of an account could be made.  After being told that the oversite would not be corrected, went back to Head Office, and the end result is the mistake is in fact being corrected and the client will have the dollars free they would have had things been handled correctly from the outset.",True,2013-08-12T15:03:19.000+0000,False,False,005G0000002gy5oIAA,2013-08-12T15:03:04.000+0000,005G0000002gy5oIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)885-5177,(519) 590-5474,john@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5oIAA,,,,,,,0.0,0.0,0.0,,False,4616.0
500G000000FODLTIA5,False,,00002943,003G0000018f7z2IAA,001G000000urN79IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Lawrence Fee Exception,Medium,"John asked for an exception to offer 75 bps advisors for account of $430,000. In competition with a broker to conserve the business, as well as potential to attract additional assets from broker.",True,2013-08-30T15:56:03.000+0000,False,False,005G0000002gy6dIAA,2013-08-12T17:05:07.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(204) 478-8500,,jbrownell@efgi.com,,,,,,,,,,,Broker,Other,,,0.0,,,0.0,False,Broker,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4616.0
500G000000FODOqIAP,False,,00002942,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,McClelland Oilfield Services - 103087,Medium,Amendment to revise the billing split effective Sept. 01/13,True,2013-08-12T16:47:23.000+0000,False,False,005G0000002gy3CIAQ,2013-08-12T16:47:09.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4616.0
500G000000FOEApIAP,False,,00002944,003G0000018f6wKIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Model Portfolios,Medium,Celine wanted to have our Quadrus and London Life model portfolios.,True,2013-08-12T17:45:17.000+0000,False,False,005G0000002gxzdIAA,2013-08-12T17:44:36.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)970-3026,(514) 424-8111,celine.paret@monarqueconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4616.0
500G000000FOEeBIAX,False,,00002945,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Rock City Nightclub Ltd. - 285397,Medium,"Amendment request to change company name to 1329950 Alberta Ltd. O/A Spurs Cookhouse & Dancehall - effective August 01/13
Amendment to add costco coinsurance option & revise billilng split
effective August 01/13",True,2013-08-12T18:21:13.000+0000,False,False,005G0000002gy3CIAQ,2013-08-12T18:20:53.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4616.0
500G000000FOEnFIAX,False,,00002946,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Model Portfolios,Medium,Needed to have updated model portfolios so that she could make changes to her client's portfolio.,True,2013-08-12T19:22:44.000+0000,False,False,005G0000002gxzdIAA,2013-08-12T19:21:17.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4616.0
500G000000FOGTGIA5,False,,00002947,0030A0000029cSgQAI,001G000000urN4MIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Low,,True,2013-08-23T19:20:55.000+0000,False,False,005G0000002gy2wIAA,2013-08-12T20:26:16.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905)844-8820X126,,patrick@baicorp.ca,(905)844-8663,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4616.0
500G000000FOLpBIAX,False,,00002948,003G0000018f7Z2IAI,001G000000urN58IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,FEPO question - Kinaschuk,Medium,Mary Kate called to request the application to increase MIB and a policy download for 41256141 with proposed changes.,True,2013-09-13T18:15:52.000+0000,False,False,005G0000002gy2jIAA,2013-08-13T14:48:10.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 562-7117,,mary_kate.barrie@bell.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4615.0
500G000000FONAuIAP,False,,00002950,003G0000018f6g4IAA,001G000000urMqHIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Annuity vs LIF,Medium,Colin looking for some advice for his own money which he needs to do something with by the end of the year.,True,2013-08-13T16:49:54.000+0000,False,False,005G0000002gy3dIAA,2013-08-13T16:49:47.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)658-3741,(519) 658-3741,cj@qbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4615.0
500G000000FONRzIAP,False,,00002949,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Question on new London Life funds,Medium,Needed some extra info on our new LL fixed income funds.,True,2013-08-13T16:32:50.000+0000,False,False,005G0000002gxzdIAA,2013-08-13T16:32:10.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4615.0
500G000000FONxvIAH,False,,00002951,003G0000018f7TqIAI,001G000000urN2pIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Lucia Falcucci,High,"Reply to client's questions about Deloiite's proposed reorganizition of shares, estate freeze and new holding company.",True,2013-08-13T17:12:59.000+0000,False,False,005G0000002gy8DIAQ,2013-08-13T17:12:47.000+0000,005G0000002gy8DIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)369-5505,(819) 230-6425,nanstis@fhpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,,0.0,0.0,0.0,,False,4615.0
500G000000FOOOoIAP,False,,00002954,003G0000018f6yhIAA,001G000000urMt7IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,RPU,Medium,"RPU quote 58 male NS premium $54k RPU after 10 years
Quotes sent to DAve",True,2013-10-03T12:43:16.000+0000,False,False,005G0000002gyCxIAI,2013-08-13T18:37:27.000+0000,005G0000002gyCxIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(902)830-6166,(902) 830-6166,dhills@belmontwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCxIAI,,,,,,Quotation,0.0,0.0,0.0,,False,4615.0
500G000000FOOcAIAX,False,,00002952,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,New London Life fixed income funds,Medium,Sophie required more detailed info on our new fixed income London Life funds.,True,2013-08-13T18:02:14.000+0000,False,False,005G0000002gxzdIAA,2013-08-13T18:01:30.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4615.0
500G000000FOOmfIAH,False,,00002953,003G0000018f6b6IAA,001G000000urMq5IAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Manulife GIO,Medium,Mark had questions about what he should do with a small GIO after it comes due at Manulife.  We talked about TFSA.,True,2013-08-13T18:15:02.000+0000,False,False,005G0000002gy3dIAA,2013-08-13T18:14:57.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)650-8111,5192122900,mark@genesiswealth.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4615.0
500G000000FOPAqIAP,False,,00002955,003G0000018f7nYIAQ,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,In Person,,Northern Capital Wood Products Ltd.,High,"Client has recieved quote from Group Health North. I will ""revise"" the renewal, and offer some solutions to reduce costs, and/or increase benefits.",True,2013-08-22T19:06:38.000+0000,False,False,005G0000002gyE0IAI,2013-08-13T18:40:20.000+0000,005G0000002gyE0IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(250) 562-3863,,chuck@hardieteam.com,,,,,,,,,,,Industrial Alliance,Industrial Alliance,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,Marketing Piece;Concept,5.0,0.0,0.0,,False,4615.0
500G000000FOPGyIAP,False,,00002957,003G0000018f73dIAA,001G000000urMsSIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,N Tremblay,Medium,"se fait remplacer par Canada Vie , prime de $18,000 en split et pourtant Sébastien lui en avait déjà parlé.",True,2013-10-30T18:48:06.000+0000,False,False,005G0000002gxzjIAA,2013-08-13T18:43:20.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,450-447-4432,,,,,,,,,,,,,Canada Life,Canada Life,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4615.0
500G000000FOPR0IAP,False,,00002958,003G0000018f7CbIAI,001G000000urMrBIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Distribution series,Medium,Margot e-mailed me and asked about the distribution series for a client of hers. He is 84 and is looking for distributions on approx 100K. I called her and told her that depending on the client profile the D5 and D8 series were only available on certain funds and definately not on fixed income funds. I told her that we had one balanced fund with the D8 series available (Mack large cap balanced). She asked me to send her the fund code for this fund. I e-mailed her back giving her the fund code along with a copy of the updated fund codes for all Quadrus funds. I also told her to not forget that the distribution for the D series funds is set at the beginning of the calendar year.,True,2013-08-13T19:00:31.000+0000,False,False,005G0000002gyEsIAI,2013-08-13T19:00:06.000+0000,005G0000002gyEsIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416)876-9791,(416) 876-9791,margot@advocatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4615.0
500G000000FOPYTIA5,False,,00002959,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Welco Welding & Maintenance,Medium,Terminated Div 3,True,2013-08-13T19:00:41.000+0000,False,False,005G0000002gy2tIAA,2013-08-13T19:00:30.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4615.0
500G000000FOQ50IAH,False,,00002961,003G0000018f6qfIAA,001G000000urMnoIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Accountant Meeting,High,Met with Simon to go over presentation to accountants next week.,True,2013-10-28T22:16:40.000+0000,False,False,005G0000002gy8gIAA,2013-08-13T19:47:45.000+0000,005G0000002gy8gIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,604-732-1508,(604) 619-0099,simon.bui@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8gIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4615.0
500G000000FOQMkIAP,False,,00002960,003G0000018f72QIAQ,001G000000urMmwIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,Chris wanted a listing of all his DI clients.,True,2013-10-28T22:18:01.000+0000,False,False,005G0000002gy8gIAA,2013-08-13T19:45:47.000+0000,005G0000002gy8gIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(778)836-1962,(778) 836-1962,chris@maykerfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8gIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4615.0
500G000000FORBvIAP,False,,00002962,003G0000018f73XIAQ,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Policy exchange between companies,Medium,Laura would like to know if it is possible to do a 12 month exchange between GWL and LL.,True,2013-10-10T18:13:19.000+0000,False,False,005G0000002gy5ZIAQ,2013-08-13T20:47:16.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604)438-1232,(604) 318-8631,norah.cheung@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4615.0
500G000000FOWqwIAH,False,,00002963,003G0000018f6yWIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Can expired FF be moved to QGOF and DSC restarted?   YES,High,Gave Lawrence the Transfer Guidelines published in 2011 today permitting any load at QGOF when source is from FF or LL with the DSC schedule having expired,True,2013-08-14T15:36:44.000+0000,False,False,005G0000002gy7yIAA,2013-08-14T15:36:27.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416)985-3531,(416) 985-3531,lawrence@lgadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4614.0
500G000000FOWwLIAX,False,,00002964,003G0000018f6wrIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,"Art wants access to his accounts online, not requiring use of his LL number",Medium,I sent Art the template email requesting CLIENT VIEW. one consent for himself and a 2nd consent email for Jean,True,2013-08-14T15:43:22.000+0000,False,False,005G0000002gy7yIAA,2013-08-14T15:43:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,905-276-1177,,art.jefferson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Concept,0.0,0.0,0.0,,False,4614.0
500G000000FOX9HIAX,False,,00002965,003G0000018f6THIAY,001G000000urMoWIAU,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,LIRA & Unlocking,Medium,"Heath's client is 54 and in need of cash from her LIRA. She only has $12,000 and I advised Heath that she is able to unlock 50% because it falls below the min threshhold and can move the remaining funds to an RSP. She will be taxed a withholding tax of abouit 20% from the cash component. I emailed Heath the CRA link to unlocking along with the common law or pension partner form to sign off on.",True,2013-08-14T16:02:03.000+0000,False,False,005G0000002gy2OIAQ,2013-08-14T16:01:35.000+0000,005G0000002gy2OIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 489-5704 ext 6,,murdockfinancial.heath@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2OIAQ,,,,,,,0.0,0.0,0.0,,False,4614.0
500G000000FOZnbIAH,False,,00002966,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,D.B. Proline Electric (Amendment),Medium,"Change waiting period from 12 to 15 months effective Aug 1, 2013",False,,False,False,005G0000002gy37IAA,2013-08-14T19:06:02.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4614.0
500G000000FOa3uIAD,False,,00002968,003G0000018f6bTIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Model Portfolios,Medium,Eric wanted to have our Quadrus and London Life model portfolios which include some of the new funds that came our July 8.,True,2013-08-14T20:26:10.000+0000,False,False,005G0000002gxzdIAA,2013-08-14T20:25:33.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)335-4260,(514) 346-1212,earbour@sfea.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4614.0
500G000000FOaTcIAL,False,,00002967,003G0000018f6eTIAQ,0015o000008CyxsAAC,,,,,,Life,012G00000012AYVIA2,More Information Required,Complex Case,Email,,Complex Case,High,"Additional premium is required before premium vacation or RPU is allowed - client is upset wants to know other options.  Order policy change quotes.
Completed policy change quote - discuss option with Derrick - case is closed.",False,,False,False,005G0000002gxzoIAA,2013-08-14T19:59:01.000+0000,005G0000002gxzoIAA,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzoIAA,,,,,,,0.0,0.0,0.0,,False,4614.0
500G000000FOfvXIAT,False,,00002969,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Portfolio review,Medium,Sophie wanted to review her client's account with me to make sure the right recommendations are in place.,True,2013-08-15T15:41:21.000+0000,False,False,005G0000002gxzdIAA,2013-08-15T15:03:07.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4613.0
500G000000FOg2YIAT,False,,00002970,003G0000018f6iKIAQ,001G000000urMs9IAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Phone,,End Client Question,Medium,Question about in force life policy. Re: Term rider for child who is now 25 and wants to convert plan,False,,False,False,005G0000002gy9KIAQ,2013-08-15T15:11:24.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(450)438-5213,(450) 436-0229,christiane.alain-thibodeau@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4613.0
500G000000FOgoxIAD,False,,00002982,003G0000018f6XLIAY,001G000000urMrbIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,J Stevens existing client,Medium,Complete enhanced portfolio and PI statement for client.,False,,False,False,005G0000002gy6kIAA,2013-08-15T17:30:49.000+0000,005G0000002gy6kIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)967-6060X209,,pat.keilty@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6kIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4613.0
500G000000FOhbeIAD,False,,00002981,003G0000018f6XLIAY,001G000000urMrbIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Client's S and S Lee,Medium,As per Pat's request completed a Portfolio Insights statement of clients existing holdings as well as an Enhanced Portfolio from IC.,True,2013-08-15T17:27:37.000+0000,False,False,005G0000002gy6kIAA,2013-08-15T17:27:03.000+0000,005G0000002gy6kIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(613)967-6060X209,,pat.keilty@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6kIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4613.0
500G000000FOhltIAD,False,,00002983,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Watkins,Medium,"Mary agreed to look after a group life conversion,",True,2014-01-09T15:37:35.000+0000,False,False,005G0000002gy2jIAA,2013-08-15T17:41:21.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4613.0
500G000000FOi6rIAD,False,,00002984,003G0000018f7JtIAI,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Portfolio Analysis,Medium,Dan had questions about an existing portfolio.  Looked into a couple funds to see if they could be transferred in.,True,2013-08-15T18:07:49.000+0000,False,False,005G0000002gy3dIAA,2013-08-15T18:07:42.000+0000,005G0000002gy3dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(519)650-8111,,daniel.witzke@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4613.0
500G000000FfVOwIAN,False,,00002985,003G0000018f7CNIAY,001G000000urMquIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Review of ERPs,Medium,"Meeting with Simon to review ERPs and how they worked. Whats the benefit, how the collateral loan solution looks with our ERP tool.",True,2013-08-15T19:02:59.000+0000,False,False,005G0000002gyBtIAI,2013-08-15T19:02:43.000+0000,005G0000002gyBtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(416)491-1771X228,Simon works at Sunlife,simon.ioia@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4613.0
500G000000FfVweIAF,False,,00002986,003G0000018f6c1IAA,001G000000urMqKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Madden,Medium,Dan looks after the group life conversions from the Catholic School Board.,True,2015-07-30T12:32:30.000+0000,False,False,005G0000002gy2jIAA,2013-08-15T19:47:19.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(289)337-4440,(289) 337-4440,dan.haney@parkgatefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4613.0
500G000000FfVx3IAF,False,,00002987,003G000001B4F5HIAV,001G000000vlGSQIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,282997 Wave Control,Medium,o/m for Ltd to $7000/mth - no inc in volumes,True,2013-08-15T19:48:24.000+0000,False,False,005G0000002gy2tIAA,2013-08-15T19:48:12.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(780) 468-9292,(780) 717-3861,kyle@fenrichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4613.0
500G000000FfXviIAF,False,,00002988,003G000001EHvmHIAT,001G000000urMthIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Full insurance plan for client (F - computer engineer),Low,DI is most important at this time.,True,2013-08-15T23:10:23.000+0000,False,False,005G0000002gyDWIAY,2013-08-15T23:10:14.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:18.000+0000,(604) 455-0133 ext 234,,yann.yi@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4613.0
500G000000FfabhIAB,False,,00002989,003G0000018f6feIAA,001G000000urMsGIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Changement bénéficiaire au décès lorsqu'en réclamation d'AI,Medium,,True,2013-08-16T13:39:19.000+0000,False,False,005G0000002gyBkIAI,2013-08-16T13:39:10.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)334-7799X227,(514) 515-7507,robin@octantgp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4612.0
500G000000FfaddIAB,False,,00002990,003G0000018f6u9IAA,001G000000urMtTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Rating on LL TERM: alternative solutions,Medium,,True,2013-09-05T14:50:51.000+0000,False,False,005G0000002gyBkIAI,2013-08-16T13:42:23.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(819)410-0432,(819) 930-2165,antoine.chabot@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4612.0
500G000000FfbkGIAR,False,,00002991,003G0000018f6gFIAQ,001G000000urMpgIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Craievich-Nead,Medium,15 Jan 2013 Asked to do a review of current holdings. Have another $280K in GICs that will hopefully come over as they mature in the next few years.,True,2013-08-16T15:17:54.000+0000,False,False,005G0000002gy25IAA,2013-08-16T15:16:56.000+0000,005G0000002gy25IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)337-6553,,info@craievichfinancial.com,,,,,,,,,,,GIC Direct.Com,Other,,,0.0,,,0.0,False,GIC Direct.Com,,,,,005G0000002gy25IAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4612.0
500G000000Ffbo9IAB,False,,00002992,003G0000018f7LEIAY,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Info sur logiciel Filière vie,Medium,Comment illustrer un T1 pour fin de transfo de collectif?,True,2013-08-16T15:34:50.000+0000,False,False,005G0000002gy1SIAQ,2013-08-16T15:34:30.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)577-7501,(514) 577-7501,alain.constantineau@canadavie.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4612.0
500G000000FfcwDIAR,False,,00002993,003G0000018f7JVIAY,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Underwriting question for a FEPO,Medium,,True,2013-08-16T16:56:46.000+0000,False,False,005G0000002gyB3IAI,2013-08-16T16:56:35.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(709)743-5611,(709) 743-5611,kent.nash@ashtreefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4612.0
500G000000Ffd5BIAR,False,,00002994,003G0000018f6VvIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIF unlocking case,Medium,"Client not yet 55 but will be within 4 weeks and it will take this long to send the TARI to the bank as well as unlock anyway.  Brian asked if he could submit the applications now?   YES, no problem",True,2013-08-16T17:44:37.000+0000,False,False,005G0000002gy7yIAA,2013-08-16T17:44:31.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416)953-2997,(416) 805-2605,brian@briancousinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4612.0
500G000000FfdDoIAJ,False,,00002997,003G0000018f6YLIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Age 90 with POA and POA may sign as well as become Beneficiary?,Medium,"Complicated if POA signs since Ontario life law doesn't permit this.   She may not ""sign"" as Age 90 client in good mental health but may be in the room for support and disclosure purposes.  If she does sign we need the POA and a copy of the Will to get an exception; if she does not sign as POA then she can be named as beneficiary",True,2013-08-16T18:32:41.000+0000,False,False,005G0000002gy7yIAA,2013-08-16T18:32:36.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4612.0
500G000000FfdwAIAR,False,,00002996,003G0000018f6zfIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Follow up on his multi-transfer case,Medium,"His letters of authorization to various fund companies are not being answered even after ""2nd request""   I indicated he should get client go ahead to simply send in a TARI to move the money to QISL and to do this ""in kind"" so no DSC are triggered.   problem is that a lot of the money is with Primerica which is not on our approved list to transfer to QISL..  The DSC is in Year 3 so likely in the rage of $2,500 to $3,000.

Best advice to do the TARI in kind as much as possible and I directed him to the Asset Transfer team today",True,2013-08-16T18:30:04.000+0000,False,False,005G0000002gy7yIAA,2013-08-16T18:29:58.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-276-1177,,eduardo.castaneda@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4612.0
500G000000Ffe2lIAB,False,,00002995,003G0000018f6fKIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,A fund switch occurred without her knowledge.  She assumed client called QGOF directly??,High,"No QGOF won't process trades with clients directly.  The ""switch"" was in fact a FUND MERGER.   OLD fund was Focus Far East and new fund is Emerging Market fund",True,2013-08-16T18:26:45.000+0000,False,False,005G0000002gy7yIAA,2013-08-16T18:26:40.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 276-1177 X540,,rose.d'alimonte@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4612.0
500G000000FffsZIAR,False,,00002998,003G0000018f7SUIAY,001G000000urMxdIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Treaty 7,Medium,added an affiliate + 2 people to the mrp,True,2013-08-16T21:12:25.000+0000,False,False,005G0000002gy2tIAA,2013-08-16T21:12:18.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 418-4646,(780) 289-5454,mscott@safcorp.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4612.0
500G000000Ffq3cIAB,False,,00002999,003G0000018f6gFIAQ,001G000000urMpgIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Craievich-Drope/Mulvey,Medium,15 Aug 2013 Had asked for email response with review and ideas of existing assets in March. Now want formal proposal (provided).,True,2013-08-19T13:40:31.000+0000,False,False,005G0000002gy25IAA,2013-08-19T13:39:25.000+0000,005G0000002gy25IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)337-6553,,info@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy25IAA,,,,,,Presentation,0.0,0.0,0.0,,False,4609.0
500G000000FfuMvIAJ,False,,00003000,003G0000018f7StIAI,001G000000urMx8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Cox Mechanical Ltd. (Amendment),Medium,"Change drug coinsurance from 100% to 80% effective Aug 1, 2013

No additional premium generated",True,2013-08-19T19:29:59.000+0000,False,False,005G0000002gy37IAA,2013-08-19T19:29:01.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 415-5754,,gshields@lloydsadd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4609.0
500G000000FfujEIAR,False,,00003001,0030A0000029drmQAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Jay-Nart Directional Drilling Ltd.,Medium,"Hypathetical Amendment to add VC @ $300 @ 80% co-insurance
and LTD which i put at 66.67, 120 days waiting period, benefit period to age 65 and max at 6,000$",True,2013-09-05T16:49:11.000+0000,False,False,005G0000002gy3gIAA,2013-08-19T19:44:30.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)922-1697,,scott@scottpollock.ca,(780)922-1550,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4609.0
500G000000Ffuz7IAB,False,,00003012,003G0000018f7qCIAQ,001G000000urN6eIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Request for Drug Claims Experience Report, Employee Cost and Billing/Renewal Information",High,"HJ Linnen Policy 238827 Email requesting cost breakdown of every employee, drug name and usage for plan and request to correct deferred renewal rates on August billing.
Experience report and copy of bill provided. Emailed Advisor that we are unable to provide list of drugs used by employees. Emailed Mike Ballelos regarding adjustment  for rates charged on August  2013 statement as rrenewal rates were to be deferred until Sept 15. Informed that adjustment had been already processed and will show on Sept 2013 statement.",True,2013-08-19T20:32:41.000+0000,False,False,005G0000002gyB4IAI,2013-08-19T20:32:19.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 757-4646,(306) 596-3820,nwolfond@wolfondfinancial.ca,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4609.0
500G000000FfvcrIAB,False,,00003013,003G0000018f7qNIAQ,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,GroupNet User Termination Request,High,forwared email from James to GroupNet to request termination of user for  Lipsett Cartage,True,2013-08-19T20:39:38.000+0000,False,False,005G0000002gyB4IAI,2013-08-19T20:39:28.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,(306) 570-6440,james@wealthfinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4609.0
500G000000FfvvtIAB,False,,00003014,003G0000018f7pWIAQ,001G000001YJtEqIAL,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Request for Additional Dental Coverage,High,"Employee #38 for Trent's Tire Plan 276362 requested information regarding purchasing Ortho coverage. 
Emailed existing group plan Advisor for contact with employee for Sonata Coverage",True,2013-08-19T21:06:15.000+0000,False,False,005G0000002gyB4IAI,2013-08-19T21:06:01.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 642-3637,(306) 642-0350,haugfinancial@sasktel.net,(306) 642-4775,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4609.0
500G000000FfwZZIAZ,False,,00003015,003G0000018f6ugIAA,001G000000urMoAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,T 3 Data,High,Account wants more detail,True,2015-11-18T18:33:56.000+0000,False,False,005G0000002gy8qIAA,2013-08-19T22:09:18.000+0000,005G0000002gy8qIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)307-9314,604 307-9314,agnes@indesignfinancial.com,,,,,,,,,,,No Idea,Other,,,0.0,,,0.0,False,No Idea,,,,,005G0000002gy8qIAA,,,,,,,0.0,0.0,0.0,,False,4609.0
500G000000FfxB5IAJ,False,,00003016,003G0000018f7BIIAY,001G000000urMswIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,"T-20,convert to permanent, term conversion tool",Low,"Quotes and term conversion for advisor.
Client: Robert Bridges
e-maild quote and term conversion to advisor: Aug. 20. 2013",True,2013-08-19T23:35:01.000+0000,False,False,005G0000002hiTRIAY,2013-08-19T23:34:35.000+0000,005G0000002hiTRIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(506)647-2899,(506) 647-2899,joe.secod@f55f.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hiTRIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4609.0
500G000000FfxFXIAZ,False,,00003017,003G0000018f6rtIAA,001G000000urMuKIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Policy GWL 41194857 Boss Plus,High,"Look at current policy and options. Business owner with 50% ownership.  profit allocated to clients holdco $200K.
Meeting with Mathieu - OMG Moncton, Aughus 20th 2013 with Nat Wedge.",True,2014-03-05T19:58:15.000+0000,False,False,005G0000002hiTRIAY,2013-08-20T00:15:25.000+0000,005G0000002hiTRIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(506)863-6400,,mathieu.bourque@omg.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hiTRIAY,,,,,,,0.0,0.0,0.0,,False,4609.0
500G000000Fg1e0IAB,False,,00003018,003G0000018f6YSIAY,001G000000urMs9IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Jean-Maurice & Pierrette Caty,Medium,"Couple has LIB on many of their LL contracts.  There have been errors in the calculation of the LIB values, and I have those errors corrected by IRIS Admin.  Réal wants us to meet with the clients, to confirm the LIB values and explain how they have been calculated.",True,2013-10-10T17:52:31.000+0000,False,False,005G0000002gy7iIAA,2013-08-20T16:30:14.000+0000,005G0000002gy7iIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)334-8701,(514) 971-8074,real.veilleux@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7iIAA,,,,,,,3.0,1.0,0.0,,False,4608.0
500G000000Fg3RBIAZ,False,,00003029,003G0000018f6nGIAQ,001G000000urMphIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Rebalancing investment recommendation,Medium,John and I met to discuss existing client.  There not far off $500k to look at L series.  We also discussed some changes that could be made to manage risk on the fixed income side.,True,2013-08-20T17:43:35.000+0000,False,False,005G0000002gy4OIAQ,2013-08-20T17:43:19.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)967-1288,(519) 566-6319,john.docherty@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4608.0
500G000000Fg4BnIAJ,False,,00003030,003G0000018f6V9IAI,001G000000urMqVIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Portfolio Rebalance for Eva Haag,Medium,David Loucks wanted to help Eva re-balance her portfolio as she noticed the London Life Bond fund has had a negative return of 3.56%.  I indicated to him we can use the new funds to help strategically position the fund towards future interest rate increases.,True,2014-04-03T15:49:50.000+0000,False,False,005G0000002h9WtIAI,2013-08-20T18:33:32.000+0000,005G0000002h9WtIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416) 366-2971 Ext. 5562,,david.loucks@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4608.0
500G000000Fg5kNIAR,False,,00003031,003G0000018f7TFIAY,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Alberta Dental Assoc.,Medium,changed Ltd offset to 6,True,2013-08-20T20:56:08.000+0000,False,False,005G0000002gy2oIAA,2013-08-20T20:56:01.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4608.0
500G000000Fg9SaIAJ,False,,00003032,003G0000018f7KgIAI,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Laurie and Paul Hammond,Medium,"T10 renewing - change in health - what to do with the coverage wants to keep it - cant affor the increase - Possible UL

Get flat extra from Special Quotes - AJ to do UL quote.  

They want to maintain as much insurance as possible.",False,,False,False,005G0000002gyB3IAI,2013-08-21T11:35:03.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4607.0
500G000000FgAcxIAF,False,,00003033,003G0000018f7eMIAQ,001G000000urN4HIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,End Client Question,Low,,True,2013-08-23T19:20:32.000+0000,False,False,005G0000002gy2wIAA,2013-08-21T14:10:02.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 272-7365,(416) 786-3407,albert-boisselle@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4607.0
500G000000FgBS0IAN,False,,00003034,003G0000018f7SUIAY,001G000000urMxdIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,274058 - Hampton's Oilfield Services ltd.,Medium,"Adding MRP for all Employees
Max $10K, HC (incl. VC) & Dental",True,2013-08-21T15:23:58.000+0000,False,False,005G0000002gy3HIAQ,2013-08-21T15:22:49.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 418-4646,(780) 289-5454,mscott@safcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4607.0
500G000000FgBcvIAF,False,,00003037,003G0000018f80qIAA,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,280621 - Armor Well Servicing Ltd.,Medium,"Changing WP from 9 to 3 mth
1 employee affected - rec'd approval from HO",True,2013-08-21T17:16:44.000+0000,False,False,005G0000002gy37IAA,2013-08-21T17:16:20.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 918-3781,,shelly@benefitnetworkinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4607.0
500G000000FgBs4IAF,False,,00003035,003G0000018f7NfIAI,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Complex Case,Medium,"Client wants portfolio review - Discussed better diversification and less volatility. Made PALTRAK recomendation. Client agreed to invest 50k. Discussed Loads, LowLoad discussed and used.",True,2013-08-21T17:04:50.000+0000,False,False,005G0000002gy2SIAQ,2013-08-21T16:40:02.000+0000,005G0000002gy2SIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 660-9414 X238,,lindsay.siegel@freedom55financial.com,,,,,,,,,,,TD,Other,,,0.0,,,0.0,False,TD,,,,,005G0000002gy2SIAQ,,,,,,,0.0,0.0,0.0,,False,4607.0
500G000000FgCZgIAN,False,,00003036,003G0000018f6S3IAI,001G000000urMquIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,"Decline due to drug use, manulife possibility",Medium,"Term 10 declined due to drug use. Contacted Manulife to see if they would consider the client for coverage (using the intercorporate agreement). 

Hear back from manulife, they will not be able to offer him coverage.",True,2013-08-21T16:52:56.000+0000,False,False,005G0000002gyBtIAI,2013-08-21T16:52:38.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416)624-7899,(416)624-7899,peter.drum@pjdfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4607.0
500G000000FgEN3IAN,False,,00003038,003G0000018f6jBIAQ,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Dividend Options,Low,Answered Irenes question about dividend options and what would happen to a policy if a cash option was elected.,True,2013-08-21T18:54:35.000+0000,False,False,005G0000002gy5ZIAQ,2013-08-21T18:54:24.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)732-1508,,irene.sie@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4607.0
500G000000FgJY4IAN,False,,00003039,003G0000018f7AYIAY,001G000000urMjXIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Fund Codes,Medium,"Provided David Boldovitch corresponding fund codes as some of the fund names for Mackenzie have changed on our Quadrus shelf.  Also, provided some fund ideas to diversify his portfolio.",True,2013-08-22T12:26:13.000+0000,False,False,005G0000002h9WtIAI,2013-08-22T12:25:41.000+0000,005G0000002h9WtIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416) 250-5520 x 486,(416) 727-7071,david@boldfinancial.ca,(416) 250-5716,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4606.0
500G000000FgN3UIAV,False,,00003040,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Air Resources Canada Ltd. (Amendment),Medium,Change waiting period from 0 to 3 months for Class 2 - Consultants.  No change in premium,False,,False,False,005G0000002gy37IAA,2013-08-22T17:20:17.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4606.0
500G000000FgNWlIAN,False,,00003041,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Albright Refrigeration - 241749,Medium,Amendment to revise the billing split - effective September 01,True,2013-08-22T17:57:19.000+0000,False,False,005G0000002gy3CIAQ,2013-08-22T17:57:07.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4606.0
500G000000FgUK8IAN,False,,00003042,003G0000018f6lUIAQ,001G000000urMtTIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Comparison with IA's Transition (50% rating 2 years ago),High,,True,2013-08-23T14:41:42.000+0000,False,False,005G0000002gyBkIAI,2013-08-23T14:41:29.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(613)302-5847,(613) 302-5847,chantal.dicaire@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgUcXIAV,False,,00003043,003G0000018f789IAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Maximizing RRSP contributions using current income??   NO,Medium,"His client is about to reach the NOA 2013 carry-forward so he will stop the PAC soon.  He wanted to know how to apply next Jan & Feb's RRSP contribution to the correct tax year and how that impacted the RSP limit.

He incorrectly assumed that if he applied the Jan/Feb 2013 contributions already to 2012 tax year that his 25k NOA RRSP notification would be higher or lower?   WRONG.   His NOA was issued after the 2012 tax year was filed so they arlready included or deducted the jan/Feb RRSP contributions in their calculation that he still has $25k more room to use",True,2013-08-23T14:48:41.000+0000,False,False,005G0000002gy7yIAA,2013-08-23T14:48:32.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)616-8632,(905) 616-8632,hasan@credentialfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Concept,0.0,0.0,0.0,,False,4605.0
500G000000FgUgxIAF,False,,00003055,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for Benefits Confirmation Letter from GWL for Cosmo Activity Centre Policy 200954 EE#,High,"Aug 21 requested from Leslie Bennett for letter confirming benefits in order for employee to waive at second employer.
Head Office will be issuing letter in 2-3 business days and mailing to employee home address. Leslie notified of procedure Aug 21.",True,2013-08-23T16:36:16.000+0000,False,False,005G0000002gyB4IAI,2013-08-23T16:36:06.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgUktIAF,False,,00003044,003G0000018f747IAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Does our funds own Chinese companies,Medium,"Maybe.  Some have ADR's issued on NYSE
Limited though, but possible in foreign equity",True,2013-08-23T14:56:06.000+0000,False,False,005G0000002gy7yIAA,2013-08-23T14:56:01.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-276-1177,,waleed.elabed@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgUlrIAF,False,,00003045,003G0000018f7FEIAY,001G000000urMr9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Dillon,Medium,"Bruce is going to transfer money in from a Group Pension Plan, and wants to know the best planning solution for the client. He is going to be meeting with the client tentatively on Sept. 3, and wants to be able to present something. He has sent me her existing portfolio and the Sunlife account that is coming over. I spoke with Bruce and told him I will need more information before making a recommendation on any planning action. Specifically whether she is looking for immidiate income or if it can be deferred. What investor profile will she be with the addtion of these new funds. etc... He said he will e-mail her and get more information and let me know by e-mail. I told him I would be away next week, and he said that it was not a problem.",True,2014-01-10T20:21:27.000+0000,False,False,005G0000002gyEsIAI,2013-08-23T14:57:24.000+0000,005G0000002gyEsIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(647)290-0676,(647) 290-0676,bruce@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgUmpIAF,False,,00003046,003G0000018f6fKIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Help with completing a RRIF app,Medium,"Discussed ""intact"" vs ""disclosure signed by client"" to get ful DSC
Discussed resetting of the DB
Discussed how to complete ""income section"" on app",True,2013-08-23T14:58:10.000+0000,False,False,005G0000002gy7yIAA,2013-08-23T14:58:03.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 276-1177 X540,,rose.d'alimonte@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgUo2IAF,False,,00003047,003G0000018f6YLIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Age 90 client with POA,High,"We discussed various setup with some money held in account operated by POA and some held in account operated by client, but with POA named as beneficiary",True,2013-08-23T14:59:55.000+0000,False,False,005G0000002gy7yIAA,2013-08-23T14:59:48.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgV53IAF,False,,00003048,003G0000018f6T7IAI,001G000000urMqlIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Conservative portfolio declining.  What new funds or changes should I make,High,"Add some USA content via U.S. Dividend (GWLIM)
lessen ""core bond"" and add to ST and HYB",True,2013-08-23T15:23:39.000+0000,False,False,005G0000002gy7yIAA,2013-08-23T15:23:31.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 276-1177 x 404,,david.moir@londonlife.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgVHVIA3,False,,00003049,003G0000018f6uWIAQ,001G000000urMjXIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Mackenzie Strategic Income,Medium,Richard wanted more information in regards to the Mackenzie Strategic Income Fund to email to his prospective client.  He has been promoting this fund quite frequently since our Mackenzie presentation in July.,True,2013-08-23T15:49:20.000+0000,False,False,005G0000002h9WtIAI,2013-08-23T15:49:08.000+0000,005G0000002h9WtIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,416-250-5520,,richard.tempest@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgVPmIAN,False,,00003050,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for Salary Correction for SLC Policy 273837 Employee #7,Medium,"July 3 email from Sharon to request a correction by Head Office for incorrectly entered salary update made by plan administrator for cert 7 when it should have been made to 10.
Emailed Inforce and was corrected by them July 9",True,2013-08-23T15:55:03.000+0000,False,False,005G0000002gyB4IAI,2013-08-23T15:54:38.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgVVGIA3,False,,00003051,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for GroupNet Employee Coverage Report for Northern Supply Policy 280204,Medium,"Aug 13 request from Jillian Cyca for copy of Employee Coverage Summary as birthdates required.
GroupNet form emailed Aug 13.",True,2013-08-23T16:02:00.000+0000,False,False,005G0000002gyB4IAI,2013-08-23T16:01:49.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgVZ3IAN,False,,00003052,003G0000018f7piIAA,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Email Request to Remove Employee from GroupNet Access for Lipsett Cartage Policy 245408,Medium,"Aug 19 Email request from James to have employee's access removed.
Emailed GroupNet for removal.",True,2013-08-23T16:07:09.000+0000,False,False,005G0000002gyB4IAI,2013-08-23T16:06:58.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgVheIAF,False,,00003056,003G0000018f7piIAA,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for Correction to Address for EE of Lipsett Cartage Policy 245408,Medium,"Aug 22 request from Chelsie to have address spelling corrected.
Emailed Inforce to have town name corrected.",True,2013-08-23T16:47:59.000+0000,False,False,005G0000002gyB4IAI,2013-08-23T16:47:49.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgViKIAV,False,,00003053,003G0000018f7T3IAI,001G000000urMxKIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Red Diamond,Medium,change of co name,True,2013-08-23T16:20:42.000+0000,False,False,005G0000002gy37IAA,2013-08-23T16:20:27.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 450-3888,,patrik@gryphonbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgVkfIAF,False,,00003054,003G0000018f7piIAA,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Request for Copy of August Bill for Policy 101218011 Granite Transformations,Medium,"August 19 email from James requesting most recent copy of bill
Emailed copy of bill Aug 19 to Advisor",True,2013-08-23T16:23:21.000+0000,False,False,005G0000002gyB4IAI,2013-08-23T16:23:00.000+0000,005G0000002gyB4IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000FgWxkIAF,False,,00003057,003G0000018f6tZIAQ,001G000000urMrjIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,M White,Medium,Current portfolio analysis required in order to realign existing LL assets.,False,,False,False,005G0000002gy1hIAA,2013-08-23T18:06:33.000+0000,005G0000002gy1hIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(343)293-2910X4503,(613) 329-1214,elaine.freiday@rlfg.ca,(705)995-3918,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1hIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4605.0
500G000000FgXyjIAF,False,,00003058,003G0000018f7BQIAY,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Low,,True,2013-08-23T19:21:56.000+0000,False,False,005G0000002gy2wIAA,2013-08-23T19:21:43.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(647)501-4676,(647) 501-4676,darren.matias@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4605.0
500G000000Fgo4gIAB,False,,00003059,003G0000018f7a1IAA,001G000000urNDHIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Okje Cho & Family Enterprises- Cost Containemnt,Medium,"sent Cost Containment options to HSBI on the case, post June renewal.",True,2013-08-26T18:56:02.000+0000,False,False,005G0000002gyAEIAY,2013-08-26T18:55:41.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,,curtis.mccone@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4602.0
500G000000Fgo7zIAB,False,,00003060,003G0000018f7bIIAQ,001G000000urNAoIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,283158 Professional Management Solutions - Cost Containment,Medium,Sent Krystyna cost containment ioptions for up coming October 1 renewal delivery.,True,2013-08-26T18:59:54.000+0000,False,False,005G0000002gyAEIAY,2013-08-26T18:59:30.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519) 836-6100,(519) 760-0625,kspoli@lifeinsureme.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4602.0
500G000000FgolHIAR,False,,00003061,003G000001B4lkSIAR,001G000000vlm05IAA,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,DI Quote,Medium,"Lorna Heiberg - meeting with client Tuesday August 27 2013.  $2500 MIB, 61 day start to age 65.  No OB's.  $1856.00 Annual premium",True,2013-09-04T19:09:54.000+0000,False,False,005G0000002gy08IAA,2013-08-26T19:48:29.000+0000,005G0000002gy03IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 425-5544,,heibergfinancial@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,Quotation,0.0,0.0,0.0,,False,4602.0
500G000000FgpCMIAZ,False,,00003062,003G0000018f7oyIAA,001G000000urMwmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Policy 271431 - Community Connections Childcare,Medium,Increase CI NEM,True,2013-08-26T20:17:32.000+0000,False,False,005G0000002gy3HIAQ,2013-08-26T20:16:03.000+0000,005G0000002gy5hIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(403) 845-3681,,kjustinen_jfs@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4602.0
500G000000FgpX0IAJ,False,,00003063,003G0000018f6eTIAQ,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Quick Silver Wireline Ltd. - 245095,Medium,"Add 562327 Alberta Ltd. as an affiliate Company
Create 2nd Benefit Class - Owners 
Transfer Steven Brewster ID # 3, Dean Mearns ID # 1 & Steve Morrical ID # 143 to Class 2 
All Benefits the same as Class 1 except Life & AD&D flat $10,000",True,2013-08-26T20:43:42.000+0000,False,False,005G0000002hMj8IAE,2013-08-26T20:43:30.000+0000,005G0000002gy5hIAA,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hMj8IAE,,,,,,,0.0,0.0,0.0,,False,4602.0
500G000000Fgpc0IAB,False,,00003064,003G0000018f7p9IAA,001G000000urMwpIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,1111158 AB Ltd. o/a Harewaves Wireless - 278421,Medium,"Change Company namce to Beacon Broadband Inc. 
Remove Contact",True,2013-08-26T20:51:09.000+0000,False,False,005G0000002gy3HIAQ,2013-08-26T20:49:50.000+0000,005G0000002gy5hIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(403) 754-1349,(403) 350-0130,gerittpatton@pattonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4602.0
500G000000FgphfIAB,False,,00003065,003G0000018f6eTIAQ,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Truemark Energy Services Ltd. - 285899,Medium,"Chang STD - 7 Day waiting period for Accident and Sickness 
Reduce Drugs from 100% to 80% 
Reduce Parameds from $500 to $300 
Reduce basic Dental from 100% to 80% 
Eliminate Glasses but keep eye exams",True,2013-08-26T21:10:37.000+0000,False,False,005G0000002hMj8IAE,2013-08-26T21:10:15.000+0000,005G0000002gy5hIAA,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hMj8IAE,,,,,,,0.0,0.0,0.0,,False,4602.0
500G000000FguzpIAB,False,,00003066,003G0000018f80qIAA,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,251777 - Kids Kottage Foundation LTD NEM Inc,Medium,Increase NEM LTD for Cls 1 from 2200 to 2250,True,2013-08-27T14:53:44.000+0000,False,False,005G0000002gy37IAA,2013-08-27T14:53:22.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 918-3781,,shelly@benefitnetworkinc.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4601.0
500G000000FgwdkIAB,False,,00003067,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Rooto-Rooter Sewer Drain Service (Amendment),Medium,"Change drug max to $2,000 - no increase in premium",False,,False,False,005G0000002gy37IAA,2013-08-27T17:01:17.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4601.0
500G000000Fh5xdIAB,False,,00003068,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Titan Specialized Hauling Ltd. (Amendment),Medium,"Terminate division 2 (Jazzy Oilfield Services) and its employees effective August 1, 2013.  No additional premium generated",False,,False,False,005G0000002gy37IAA,2013-08-28T16:03:49.000+0000,005G0000002gy3WIAQ,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4600.0
500G000000Fh6ccIAB,False,,00003069,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Buzz Boxliners,Medium,change of co name + ownership change,True,2013-08-28T16:57:02.000+0000,False,False,005G0000002gy37IAA,2013-08-28T16:56:52.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4600.0
500G000000Fh6w7IAB,False,,00003070,003G0000018f81XIAQ,001G000000urMzSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Sydco Fuels - #272253,Medium,Lowell's assistant Lisa Basker called and said they would need some amendment options as there is currently another advisor in there trying to market the group.  Ray is going to do amendment option on Friday Aug 30 when she gets back from conference.,True,2013-08-28T17:19:31.000+0000,False,False,005G0000002gy3iIAA,2013-08-28T17:11:09.000+0000,005G0000002gy3iIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902) 564-1277,,lowell@brydeninsurance.com,(902) 564-1277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4600.0
500G000000Fh70IIAR,False,,00003071,003G0000018f6vYIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Pdf of Sept Bill,Medium,"Joerg stopped by today and wanted  a pdf version of this client's sept bill.  I explained to him that the group's first bill will always be a hard copy that was included with the admin kit that was given to him.  After the first month, pdf will be available on GroupNet.",True,2013-08-28T17:18:20.000+0000,False,False,005G0000002gy3iIAA,2013-08-28T17:16:11.000+0000,005G0000002gy3iIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,(902) 877-5182,joerg@kanehlfinancial.com,(902) 830-2211,,,,,,,,,,,,,,0.0,,001G000000yY2axIAC,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4600.0
500G000000Fh76pIAB,False,,00003072,0030A0000029caTQAQ,001G000000yYGWLIA4,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Newpace Technology - 276643,Medium,"Stephen called looking for the amount of commission that was paid out, and on what date for this group's recent renewal.  I was able to locate this info on TOCS, however, had to e-mail Trudy Rougeau on Aug 26 to clarify.",True,2013-08-28T17:23:50.000+0000,False,False,005G0000002gy3iIAA,2013-08-28T17:23:35.000+0000,005G0000002gy3iIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)446-4560,,info@stevecox.ca,(902)446-4565,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4600.0
500G000000Fh7D7IAJ,False,,00003073,0030A0000023zAUQAY,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Ritchie Mill Law Office (Amendment),Medium,"Increase LTD NEM from 2,000 to 2,300.  No additional premium generated.",False,,False,False,005G0000002gy37IAA,2013-08-28T17:31:27.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 429-9228,,kristin@vanta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4600.0
500G000000FhFSeIAN,False,,00003074,003G0000018f7SpIAI,001G000000urMxMIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Challenge Insurance Group Inc. (Amendment),Medium,"Healthcare & Dental switching to ASO effective September 1, 2013",False,,False,False,005G0000002gy37IAA,2013-08-29T15:16:10.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 705-7800,,phil_jones1@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4599.0
500G000000FhJTvIAN,False,,00003075,003G0000018f7BQIAY,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Low,,True,2013-08-29T20:26:43.000+0000,False,False,005G0000002gy2wIAA,2013-08-29T20:25:56.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(647)501-4676,(647) 501-4676,darren.matias@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4599.0
500G000000FhPT0IAN,False,,00003076,003G0000018f7KAIAY,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Quadrus Funds,Medium,Needed to have a list of all Quadrus fund codes for current sale.,True,2013-08-30T15:44:27.000+0000,False,False,005G0000002gxzdIAA,2013-08-30T15:43:50.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,514-331-5838,,lev.jacoby@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4598.0
500G000000FhPpbIAF,False,,00003077,003G0000018f78GIAQ,001G000000urMsFIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Inquiry on Retirement Allowance,Medium,Michael needed to know if we could transfer a client's retirement allowance into a spousal RRSP account.,True,2013-08-30T16:22:37.000+0000,False,False,005G0000002gxzdIAA,2013-08-30T16:21:25.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)613-1836,,michael.rozenek@freedom55financial.com,(514)332-1127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4598.0
500G000000FhPwrIAF,False,,00003078,003G0000018f6p7IAA,001G000000urMsJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Paltrak reports,Medium,Victor needed the current Paltrak reports for certain LL seg funds.,True,2013-08-30T16:26:02.000+0000,False,False,005G0000002gxzdIAA,2013-08-30T16:24:17.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4598.0
500G000000FhRFQIA3,False,,00003079,003G0000018f7V8IAI,001G000000urN3OIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Mavis Sholdice,Medium,Question on tax treatment for various alternatives when parent wants to transfer cottage property to children.,True,2013-08-30T18:45:41.000+0000,False,False,005G0000002gy8DIAQ,2013-08-30T18:45:31.000+0000,005G0000002gy8DIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(613) 824-8335 x 236,,mavis@palladiuminsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8DIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4598.0
500G000000FhlQRIAZ,False,,00003082,003G0000018f7PzIAI,001G000000urMyIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Linda Harper,Medium,RPU.,True,2013-09-27T21:18:58.000+0000,False,False,005G0000002gy3pIAA,2013-09-03T15:56:50.000+0000,005G0000002gy3pIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(403) 221-9300,(403) 560-9967,lorna.phelps@puhlemployeebenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3pIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4594.0
500G000000FhlTVIAZ,False,,00003080,003G0000018f7PzIAI,001G000000urMyIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Atul Nautiyal,Low,"SSL concept on inforce policy.

Total 4 policies.",True,2013-09-27T21:17:24.000+0000,False,False,005G0000002gy3pIAA,2013-09-03T15:55:21.000+0000,005G0000002gy3pIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(403) 221-9300,(403) 560-9967,lorna.phelps@puhlemployeebenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3pIAA,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4594.0
500G000000FhlUXIAZ,False,,00003081,003G0000018f7PzIAI,001G000000urMyIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Gordon Harper,Medium,RPU.,True,2013-09-27T21:18:28.000+0000,False,False,005G0000002gy3pIAA,2013-09-03T15:56:16.000+0000,005G0000002gy3pIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(403) 221-9300,(403) 560-9967,lorna.phelps@puhlemployeebenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3pIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4594.0
500G000000FhlymIAB,False,,00003083,003G0000018f7SEIAY,001G000000urMxgIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,270197 - Leon Bickman Brener,Medium,Changing Co Name to Leon Brenner Law - Eff. Aug 1/2013,True,2013-09-03T16:30:55.000+0000,False,False,005G0000002hMj8IAE,2013-09-03T16:29:43.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 429-2919,(780) 498-6696,harvey@financialbenefitsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hMj8IAE,,,,,,,0.0,0.0,0.0,,False,4594.0
500G000000FhmwaIAB,False,,00003085,003G0000018f6yHIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Small pension tranfer but amount not required to be ""locked-in""",Medium,We discussed that GRS can permit unlocking if the amounts fall below the small dollar threshold.  He can bring to an RRSP and use a TARI.   Not required to use a T2151 as although it is pension the documents from the former Group provider indicate the amount is not locked in,True,2013-09-03T18:36:30.000+0000,False,False,005G0000002gy7yIAA,2013-09-03T18:36:25.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)276-1177,(416) 527-1477,ramsay@ramsaymery.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4594.0
500G000000Fhn9vIAB,False,,00003084,003G0000018f6ZqIAI,001G000000urMvrIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Client status update,Medium,understanding what ROP options would be available to client at age 55 and 65 of an inforce policy,True,2013-09-10T16:55:14.000+0000,False,False,005G0000002hHYOIA2,2013-09-03T17:45:36.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)685-3707,(604) 341-4188,eric@barclayinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4594.0
500G000000Fhny5IAB,False,,00003086,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Withdraw from RRSP or convert to RRIF?,Medium,"Client is considering consolidating 4 RRSPs to Ian. Has a good pension and adequate other CPP/OAS and feels he can spend more money now rather than wait but wanted some guidance:
> we discussed OAS clawback
> age money will last
> tax planning surrounding w/h tax on RSP ad-hoc w/d compared to zero w/h tax on RRIF minimum
> waht the RRIF minimum is in year 1 (zero so all subject to w/h tax)
> Spousal RSP and can be used first to keep taxes low provided ATTRIBUTION RULE does not apply",True,2013-09-03T18:39:33.000+0000,False,False,005G0000002gy7yIAA,2013-09-03T18:39:28.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4594.0
500G000000Fho0GIAR,False,,00003087,003G0000018f7EPIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Admin process on his 1st SB Investment Loan,Medium,"P&I, over 30 years
Calculator showed P + 0.75% 2 days ago but today the SB POS indicates rate is P+0.50%
How to submit the loan on POS
How to ensure ""approval"" and importance to check COMMENTS section for any issues that need to be resolved
< some of the ratios",True,2013-09-03T18:41:34.000+0000,False,False,005G0000002gy7yIAA,2013-09-03T18:41:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 276-1177 x 502,,viran.chauhan@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4594.0
500G000000FhoJYIAZ,False,,00003088,003G0000018f6udIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,NA High Yield bond fund & fixed income concerns,Medium,"Met with Silvia (Rebellon client) to discuss attributes of new Putnam NA High Yield bond fund & fixed income concerns. Focus-risk, diversification, needs based selling.",True,2013-09-03T19:05:35.000+0000,False,False,005G0000002gy8RIAQ,2013-09-03T19:05:12.000+0000,005G0000002gy8RIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-276-1177,(647) 773-2799,silvia.barajas@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4594.0
500G000000FhoSAIAZ,False,,00003089,003G0000018f7YBIAY,001G000000urN5BIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Advantages for a business owner to open a non-registered investment account in the corporations name,Medium,She wanted some key points on investing non reg under a corpration name as opposed to individual,True,2013-09-03T19:12:07.000+0000,False,False,005G0000002gy4kIAA,2013-09-03T19:05:16.000+0000,005G0000002gy4kIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)928-7011,,sevel@ewfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4594.0
500G000000FhoZaIAJ,False,,00003090,003G0000018f6qjIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Funds diversification of existing investment loan,Medium,"Client has inv loan in gold, done well, now wants to diversify.  Advisor wanted info of Real Return Bond.  Discussed risk, diverisication, danger of fund in this interest environment, alternative fixed income funds, new funds. see case sheet.",True,2013-09-03T19:12:13.000+0000,False,False,005G0000002gy8RIAQ,2013-09-03T19:11:56.000+0000,005G0000002gy8RIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-276-1177,,maiwand.sediq@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece;Analysis Document;Concept,0.0,0.0,0.0,,False,4594.0
500G000000FhoZbIAJ,False,,00003091,003G0000018f7I4IAI,001G000000urMqcIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Assuris coverage,Medium,Discussed GIO case.  Advantage of GIO over GIC.  Assuris coverage.  To obtain Assuris brochure,True,2013-09-03T19:21:26.000+0000,False,False,005G0000002gy8RIAQ,2013-09-03T19:20:30.000+0000,005G0000002gy8RIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416)986-6710,(416) 986-6710,esther.turner@freedom55financial.com,,,,,,,,,,,Banks,Other,,,0.0,,,0.0,False,Banks,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4594.0
500G000000FhqKsIAJ,False,,00003092,003G0000018f6s6IAA,001G000000urMsLIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Création portefeuille modèle dans Globe Advisors pour pitch de vente,Medium,"Bonjour Maude, 

J’ai un client pour lequel je voudrais le placer dans ton portefeuille prudent Great-West.  Il s’agit d’une possibilité de 170,000$ et transfert.
J’ai tenté de créer le portefeuille sur globeadvisor mais le fonds «short term bond de Portico» n’est pas dans les choix disponible 75/100.

Aurais-tu ce genre de portefeuille déjà construit avec les rendements passés !?
J’aimerais que tu m’en fasse parvenir un si c’est le cas.. avec si possible, le résumé de chacun des fonds.

Je sais que c’est un peu dernière minute.  
Si ce n’est pas possible.. je comprendrais !  

Mon cell .. au cas (514)318-1414

Hugo Harbec
Conseiller en Sécurité Financière
Conseiller en Assurance et Rentes Collectives
Représentant en Épargne collective",True,2013-10-21T12:43:25.000+0000,False,False,005G0000002gy95IAA,2013-09-03T21:07:42.000+0000,005G0000002gy95IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514) 721-7700,(514) 318-1414,hugo@consortia-inc.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy95IAA,,,,,,Presentation,1.0,0.0,0.0,,False,4594.0
500G000000FhqVBIAZ,False,,00003093,003G0000018f7ynIAA,0015o000008CydCAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Moving from RRIF to RRSP,Medium,Fred wanted to know if it was possible to move from RRIF to RRSP and how to do it.,True,2013-09-03T21:15:43.000+0000,False,False,005G0000002gy6dIAA,2013-09-03T21:15:31.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(204)946-7375,,fred.reichardt@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4594.0
500G000000FhuBUIAZ,False,,00003094,003G000001B3XxeIAF,001G000000vkp2wIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,DASC INDUSTRIES - 224867,High,Grant called and l/m indicating that client had gone to market with another advisor (Belmont).  Market is coming in at 20 to 30 percent lower.,True,2013-09-12T15:12:16.000+0000,False,False,005G0000002gyBCIAY,2013-09-04T12:36:48.000+0000,005G0000002gyBCIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902) 434-9741,(902) 223-0936,dgnfinancial@gmail.com,,,,,,,,,,,Desjardins,Desjardins,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,3.0,0.0,0.0,,False,4593.0
500G000000Fhv1QIAR,False,,00003095,003G0000018f78hIAA,001G000000urMr9IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,couldn't find Life Insurance Replacement Declaration,Low,,True,2013-09-04T13:57:55.000+0000,False,False,005G0000002gy2wIAA,2013-09-04T13:57:30.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416)209-8514,(416) 209-8514,daniel@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4593.0
500G000000Fhv24IAB,False,,00003096,003G0000018f6jZIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Spec Resources - Salary updates,Low,"Client sent salary updates for all their employees effective September 1, 2013",True,2013-11-19T19:31:32.000+0000,False,False,005G0000002gy7UIAQ,2013-09-04T13:59:16.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)363-3322,(902) 848-6583,jgoucherinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4593.0
500G000000Fhv5yIAB,False,,00003098,003G0000018f6jZIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Grace Murray - MRP Question,High,Joanne Cooper was suppose to be added to MRP when she became effective.  Email has been sent to Inforce to see how best to make this happen so long after the fact.,True,2013-11-19T19:30:48.000+0000,False,False,005G0000002gy7UIAQ,2013-09-04T14:39:40.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)363-3322,(902) 848-6583,jgoucherinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4593.0
500G000000Fhv7YIAR,False,,00003097,003G0000018f7lTIAQ,001G000000urMzFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Billing Question,Medium,Wanted to know why more came out of their account. Hadn't recieved their initial bill yet - explained what they paid vs the actual premium there was a difference of $330 and that added to their actual premium is what came out of their account.,True,2014-10-31T14:36:48.000+0000,False,False,005G0000002gyAKIAY,2013-09-04T14:05:37.000+0000,005G0000002gyAKIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4593.0
500G000000FhwEWIAZ,False,,00003099,003G0000018f6hdIAA,001G000000urMsKIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,New Fixed Income  seg funds,Medium,Alain needed to know which were the best fixed income funds to invest in at the moment.,True,2013-09-04T15:40:34.000+0000,False,False,005G0000002gxzdIAA,2013-09-04T15:29:54.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514) 331-5838 x270,,monarqueconseilincalainroch@londonlife.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4593.0
500G000000FhxExIAJ,False,,00003100,003G0000018f6psIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Pension Plan transfer,Medium,Quyen had questions about pension plan details,True,2013-09-04T17:10:42.000+0000,False,False,005G0000002gxzdIAA,2013-09-04T17:09:50.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)262-8573,(514) 262-8573,quyen.tran@qtservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4593.0
500G000000FhxGPIAZ,False,,00003101,003G0000018f6bTIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Inquiry on model portfolios,Medium,Eric had a few questions on our model portfolios.,True,2013-09-04T17:12:52.000+0000,False,False,005G0000002gxzdIAA,2013-09-04T17:12:23.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)335-4260,(514) 346-1212,earbour@sfea.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4593.0
500G000000FhxdfIAB,False,,00003103,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Portfolio rebalancing,Medium,Sophie needed some suggestions to rebalance her client's portfolio.,True,2013-09-04T17:18:21.000+0000,False,False,005G0000002gxzdIAA,2013-09-04T17:17:18.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4593.0
500G000000Fhxe8IAB,False,,00003102,003G000001C49a1IAB,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB details,Medium,Haig needed to have some questions answered about the LIB.,True,2013-09-04T17:15:13.000+0000,False,False,005G0000002gxzdIAA,2013-09-04T17:14:33.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514) 331-5838 x366,,haig.liberian@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4593.0
500G000000FhzPmIAJ,False,,00003104,003G0000018f6t1IAA,001G000000urMwbIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Bénéficiaire RP = conjointe de l'assuré,Medium,,True,2013-09-23T17:44:21.000+0000,False,False,005G0000002gyBkIAI,2013-09-04T19:35:07.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)818-9808,(514) 918-0312,louis.lamontagne@orchestro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4593.0
500G000000FhzmZIAR,False,,00003105,003G0000018f6dqIAA,001G000000urMrIIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Phone,,Magee Rebalancing,High,"Dan called me and asked me to help him with his largest client, and rebalancing their account. Dan is going away on holidays and will not be back until the end of September. Dan then e-mailed me the changes he wished to make and asked me to send him and updated fund code sheet with the new Quadrus and London Seg funds. The client has 5 different accounts and some of the switches Dan has suggested are not possible due to the fact the Fixed Income Class fund has been closed. I told Dan this in an e-mail when I sent him the new fund information. I also told him it will take me a little time to get through all of the changes he wishes to make as well as the 10% free that he wishes to move over once the rebalancing is done. I am not sure this will all be done before he goes on holidays as he wishes especially because he will have to go back to the client and discuss other options than the FI class fund.",False,,False,False,005G0000002gyEsIAI,2013-09-04T20:44:59.000+0000,005G0000002gyEsIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(877)857-2673,,dan.mccash@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4593.0
500G000000FiV4zIAF,False,,00003106,003G0000018f6eOIAQ,001G000000urMuwIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Delahanty Fluids,High,Life claim has been submitted for Michael Delahanty.  Claim cannot be processed without original enrollment form.  Client cannot find such form.  HO will advise us how to proceed.,True,2013-11-19T19:42:47.000+0000,False,False,005G0000002gy7UIAQ,2013-09-05T14:29:18.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(506)649-6400,,tstephen@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4592.0
500G000000Fj008IAB,False,,00003107,003G0000018f7kWIAQ,001G000000urMzZIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Family coverage questions - oceanside equipment 242186,Medium,P/A called wondering how to change someone to single and if it would affect a court order that was in place from Aug 2011 to Aug 2013.,True,2013-09-05T15:24:50.000+0000,False,False,005G0000002gyAKIAY,2013-09-05T15:24:24.000+0000,005G0000002gyAKIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902) 482-2700,(902) 791-4455,mgwatts@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4592.0
500G000000FjASDIA3,False,,00003108,003G0000018f6QbIAI,001G000000urMvxIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Hudon (lowering Fees),High,Jeff wanted to know if it was possible to lower his client fees. They are currently in the H-Series Quadrus funds. I told him that it is possible to move the clients to the N-Series because they have well over 500K invested. I told him I would look into the portfolios and see what can be moved and let him know as well as the process.,True,2013-11-11T20:14:56.000+0000,False,False,005G0000002gyEsIAI,2013-09-05T18:36:25.000+0000,005G0000002gyEsIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4592.0
500G000000FjEgDIAV,False,,00003109,003G0000018f7GnIAI,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Pension Max calculator,Medium,creating a pen max calculator for specific client,True,2013-10-17T20:29:56.000+0000,False,False,005G0000002hHYOIA2,2013-09-05T23:47:00.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(778)988-7335,(778) 988-7335,chris@numofinancial.com,(604)337-2908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4592.0
500G000000FjEgcIAF,False,,00003110,003G0000018f6hBIAQ,001G000000urMnUIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,IRR of current policies,Medium,,True,2013-10-10T16:55:40.000+0000,False,False,005G0000002hHYOIA2,2013-09-05T23:48:02.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)685-6521,,andrew@ahamiltonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,2.0,0.0,0.0,,False,4592.0
500G000000FjHJrIAN,False,,00003111,003G0000018f6tjIAA,001G000000urMsbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Avantage împosable.,Medium,"Un de mes client qui a une cie d’architecture avait souscrit 2 assurances Universelle chez Indus (une pour lui et une pour sa femme). Le propriétaire de la police et le bénéficiaire est la cie, par contre sa femme n’est pas actionnaire, ni ne travail dans la cie. Ils n’ont jamais déclaré l’avantage imposable et la police a présentement beaucoup de valeur dans le fond.

De quelle façon elle peut canceller cette police ou la transférer sans déclencher des lumières rouges? Elle n’a plus besoin de cette protection.

merci",True,2013-09-06T11:43:39.000+0000,False,False,005G0000002hFcOIAU,2013-09-06T11:43:23.000+0000,005G0000002hFcOIAU,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)565-8396,(450) 419-2484,michel.payette@gplanifier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hFcOIAU,,,,,,,0.0,0.0,0.0,,False,4591.0
500G000000FjI3vIAF,False,,00003112,003G0000018f7djIAA,001G000000urNBUIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Robert Bice Construction - MRP claim for ID 8,High,"Dianne sent in an MRP claim for a Scooter for her husband.  The total claim was for $3000, ADP paid part and we were supposed to pay the balance.  She got a cheque for the full $3000.  She called HO and was told they would issue a new cheque for $1233.17 right away and for her to return the original which she did, 3 weeks ago.  No payment as of yet and the company has been billed for the full $3000.",True,2013-09-06T13:26:01.000+0000,False,False,005G0000002gy6XIAQ,2013-09-06T13:25:41.000+0000,005G0000002gy6XIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519) 652-8745,,jpgriff@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,1.0,0.0,0.0,,False,4591.0
500G000000FjJTKIA3,False,,00003113,003G0000018f6p7IAA,001G000000urMsJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Transfer inquiry,Medium,Load option inquiry regarding transferring from freedom funds to London Life funds.,True,2013-09-06T15:14:03.000+0000,False,False,005G0000002gxzdIAA,2013-09-06T15:13:08.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4591.0
500G000000FjKSdIAN,False,,00003114,003G000001C3YPmIAN,001G000000wjNqXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Infinite Custome Woodwork Inc.,Medium,amendment to add paramends @ 80% $300 max eff sept 1,True,2013-09-06T16:38:21.000+0000,False,False,005G0000002gy3gIAA,2013-09-06T16:37:55.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,,lynne.jones@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4591.0
500G000000FjLH1IAN,False,,00003115,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Grande Prairie Youth Emergency Shelter-282445,Medium,Revise billing split effective August 01/13,True,2013-09-06T17:28:51.000+0000,False,False,005G0000002gy3CIAQ,2013-09-06T17:28:33.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4591.0
500G000000FjLIEIA3,False,,00003116,003G0000018f7WiIAI,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dr. O.T.K. Afridi - 263746,Medium,Amendment to revise the billing split - effective October 01,True,2013-09-06T17:30:53.000+0000,False,False,005G0000002gy3CIAQ,2013-09-06T17:30:33.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780) 513-8323,,kristen@discoveryfinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4591.0
500G000000FjVaLIAV,False,,00003117,003G0000018f6szIAA,001G000000urMjXIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Portfolio Reblance for Curtis and Sue,Medium,Helped Spencer with some ideas as to how to rebalance Curtis and Sue.  He wanted to incorporate some of our new funds and find new ways to manage the interest rate risk of the client.,True,2013-09-06T18:46:56.000+0000,False,False,005G0000002h9WtIAI,2013-09-06T18:46:42.000+0000,005G0000002h9WtIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,416-250-5520,,spencer.block@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4591.0
500G000000FjfX4IAJ,False,,00003118,003G0000018f78hIAA,001G000000urMr9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,prospect with neuropathy,Low,,True,2013-09-16T13:02:12.000+0000,False,False,005G0000002gy2wIAA,2013-09-06T18:52:12.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416)209-8514,(416) 209-8514,daniel@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4591.0
500G000000GAT2WIAX,False,,00003127,003G000001B5RBYIA3,001G000000vmIxbIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Tangle Ridge Custom Crushing Ltd. - 275373,Medium,Remove STD & LTD effective June 01/13,True,2013-09-09T16:04:16.000+0000,False,False,005G0000002gy3CIAQ,2013-09-09T16:03:08.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,,wade.caughlin@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GAT6vIAH,False,,00003119,003G0000018f6yhIAA,001G000000urMt7IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,RPU with cash flow strategy on existing policies,Medium,"Dave took over 2 cases from Pat Beck. Premiums of 41K and 30K 20P Joint last to die. Client wants to know if they can RPU in 15 yrs and what the income stream will look like at that time.

Sent requests for quotes and cash flow concepts.",True,2013-10-03T12:47:05.000+0000,False,False,005G0000002gyCxIAI,2013-09-09T15:04:07.000+0000,005G0000002gyCxIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)830-6166,(902) 830-6166,dhills@belmontwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCxIAI,,,,,,Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,4588.0
500G000000GATZLIA5,False,,00003125,003G0000018f7nIIAQ,001G000000urMx3IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Weibe's Cabinet Source - 266745,Medium,Chg LTD Definition & offset - effective July 1/13,True,2013-09-09T15:54:15.000+0000,False,False,005G0000002gy3CIAQ,2013-09-09T15:53:59.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250)785-0309,(250) 262-7106,ross@sexsmithfinancial.com,(250)785-8119,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GATedIAH,False,,00003120,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Marmit Plastics - 248989,Medium,Revise billing split effective August 01,True,2013-09-09T15:41:11.000+0000,False,False,005G0000002gy3CIAQ,2013-09-09T15:41:01.000+0000,005G0000002gy3CIAQ,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GAThIIAX,False,,00003121,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Tri Star Contracting Ltd. - 266837,Medium,Amendment to change Division 3 name - effective July 15,True,2013-09-09T15:44:11.000+0000,False,False,005G0000002gy3CIAQ,2013-09-09T15:43:53.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GATkWIAX,False,,00003122,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,R/T Rentals - 288891,Medium,Company name change effective June 01/13 - R/T Rentals Inc.,True,2013-09-09T15:47:18.000+0000,False,False,005G0000002gy3CIAQ,2013-09-09T15:47:08.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GATmDIAX,False,,00003123,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Reimer Foundations - 238329,Medium,Amendment to chg life waiver - effective June 1/13,True,2013-09-09T15:49:03.000+0000,False,False,005G0000002gy3CIAQ,2013-09-09T15:48:47.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GAToxIAH,False,,00003124,003G0000018f7nIIAQ,001G000000urMx3IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Extreme Signs Inc. - 247798,Medium,Name & ownership change amendment - effective July1/13,True,2013-09-09T15:52:44.000+0000,False,False,005G0000002gy3CIAQ,2013-09-09T15:52:34.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250)785-0309,(250) 262-7106,ross@sexsmithfinancial.com,(250)785-8119,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GATrIIAX,False,,00003126,003G0000018f7nIIAQ,001G000000urMx3IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Six Nations Ventures - 263620,Medium,Revise LTD - Effective Sept 01/13,True,2013-09-09T15:55:46.000+0000,False,False,005G0000002gy3CIAQ,2013-09-09T15:55:31.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250)785-0309,(250) 262-7106,ross@sexsmithfinancial.com,(250)785-8119,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GAURVIA5,False,,00003128,003G0000018f7CRIAY,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,New RRIF,Medium,Discussed RRIF set up for client on old seg side.,True,2013-09-09T16:34:55.000+0000,False,False,005G0000002gy5oIAA,2013-09-09T16:34:55.000+0000,005G0000002gy5oIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519) 650-8111,,ron.hampson@freedom55financial.com,(519) 650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5oIAA,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GAUsWIAX,False,,00003129,0030A0000029dUgQAI,001G000000wjNqAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Artisan Energy Solutions Ltd. - 288620,Medium,Revise billing split - effective August 15/13,True,2013-09-09T17:08:08.000+0000,False,False,005G0000002gy3CIAQ,2013-09-09T17:07:54.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)814-9996,,mitch@neilandassociates.ca,(780)830-3992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GAVQEIA5,False,,00003130,003G0000018f7kQIAQ,001G000000urMyuIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,WILSON EQUIPMENT - 268504,Medium,Tony spoke with advisors office and client has requested a market study.  A number issues with this file.  Requesting approval for open enrollment from HO as there are currently 5 employees who should have been ont he plan.  Once approved will prepare amendment options with the new employees included.  Also need to have the new demographic information reflected in the renewal.,True,2014-12-01T12:08:00.000+0000,False,False,005G0000002gyBCIAY,2013-09-09T17:42:10.000+0000,005G0000002gyBCIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902) 454-7338,,helen@andersonandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,1.0,0.0,0.0,,False,4588.0
500G000000GAW5lIAH,False,,00003131,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,281615 - 1232047 AB Ltd. O/A Venom Energy,Medium,"Addind Affiliate and billing Div 2: Raptor Services Ltd.
Same contacts and billing address.
Transferring Cert 26 & 27 to this new division",True,2013-09-09T18:26:48.000+0000,False,False,005G0000002gy37IAA,2013-09-09T18:25:26.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GAWl3IAH,False,,00003132,003G0000018f7JcIAI,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Cliente ingénieur avec collectif 121 jours seulement,Medium,Cliente avec un revenu de 89 000$ qui a du c-t seulement. Nous avons proposé un protecteur et une AMG. Le conseiller n'a pas demandé de questions pour l'assurance vie. Faire un suivi pour les trois produits.,True,2013-10-03T16:26:08.000+0000,False,False,005G0000002gy1yIAA,2013-09-09T19:04:05.000+0000,005G0000002gy1yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,450-687-3971,,frederic.boudrias@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1yIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4588.0
500G000000GAYAQIA5,False,,00003133,0030A0000029drmQAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Nexsource Power Inc.,Medium,simple amendment to change drug plan to costco.,True,2013-09-09T21:08:52.000+0000,False,False,005G0000002gy3gIAA,2013-09-09T21:08:35.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)922-1697,,scott@scottpollock.ca,(780)922-1550,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4588.0
500G000000GAc1uIAD,False,,00003134,003G0000018f6RAIAY,001G000000urMrmIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,New portfolio and PS1,Medium,"Sept. 5  Eric has couple with assets around $1M, currently in PS1.  They are in aggressive portfolio and retiring in 2 years.  He is looking for portfolio with lower volatility and maybe moving to PS2.  Sent information to MOC for portfolio, I will complete an analysis of moving to PS2.
Update Sept. 10-MOC completed new portfolio and I provided feedback on PS2.  Might complete Income Allocator.",True,2016-03-30T12:46:42.000+0000,False,False,005G0000002gy91IAA,2013-09-10T11:30:40.000+0000,005G0000002gy91IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(613)230-3004,(613) 299-2326,eric.sewell@miig.ca,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy91IAA,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GAc2AIAT,False,,00003135,003G0000018f76zIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Municipality of the County of Victoria 258708,Medium,Geoff is looking to add a division of seasonal workers to the quote.,True,2014-12-13T02:51:02.000+0000,False,False,005G0000002gyBbIAI,2013-09-10T11:38:04.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)877-6555,902-930-2730,geoff@equisgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,,1.0,0.0,0.0,,False,4587.0
500G000000GAcFJIA1,False,,00003136,003G0000018f7k4IAA,001G000000urMyyIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Hurricane Industrial Claim Issue,High,Owner John Patterson having issues with drug claims.  Mary is confirming the drug store informaiton so that I can call them directly.  Our system shows no issue.,True,2013-11-19T19:43:31.000+0000,False,False,005G0000002gy7UIAQ,2013-09-10T12:24:30.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902) 429-4001,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GBhyCIAT,False,,00003137,003G0000018f77DIAQ,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,transfert d'une T10 conjointe 1er décès,Medium,échange ou transfert de propriété.,True,2013-10-30T18:48:41.000+0000,False,False,005G0000002gxzjIAA,2013-09-10T14:37:48.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(819)812-1022,(450) 558-3820,myriam@laforteresse.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4587.0
500G000000GBnaLIAT,False,,00003138,003G0000018f7COIAY,001G000000urMsMIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Trudeau - Réémission $500k en T10,Medium,"Message de C Bothelo, doit remplacer contrat car déjà en vigueur.",True,2013-09-27T19:40:53.000+0000,False,False,005G0000002gxzjIAA,2013-09-10T14:46:06.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GBtRzIAL,False,,00003140,003G0000018f7PlIAI,001G000000urNBEIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Morton Youth Services,High,Amended Class 2 to remove the dental deductible effective inception date of the plan,True,2013-09-10T15:11:59.000+0000,False,False,005G0000002gyAEIAY,2013-09-10T15:11:46.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)746-2600,,ibrown@integratis.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GC2omIAD,False,,00003139,003G0000018f7aFIAQ,001G000000urNBTIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Upland Technolgies,Medium,Amended the plan to to change the contribution for the AD&D to 100% ee paid eff sept 1,True,2013-09-10T15:09:39.000+0000,False,False,005G0000002gyAEIAY,2013-09-10T15:09:24.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519) 622-3900,,bill@steenbergenfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GCTnSIAX,False,,00003141,003G0000018f6rDIAQ,001G000000urMnTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Insurance plan revision,Medium,Client is looking at making changes to existing insurance plan - Chad wants to know what impact this will have on the original course of action,True,2013-10-15T23:25:18.000+0000,False,False,005G0000002hHYOIA2,2013-09-10T16:52:07.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)681-8234,,chad@anchorpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GCU1DIAX,False,,00003142,003G0000018f6ZqIAI,001G000000urMvrIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,NZ client for DI,Medium,"client from NZ new to Can doing same role making same money, what income do you use in DI policy",True,2014-02-07T00:04:39.000+0000,False,False,005G0000002hHYOIA2,2013-09-10T16:56:47.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)685-3707,(604) 341-4188,eric@barclayinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GCUBDIA5,False,,00003143,003G0000018f6x6IAA,001G000000urMqKIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Policy download and MIB Increase,Medium,Tony requested a policy download showing addition of MIB,True,2015-07-30T12:32:51.000+0000,False,False,005G0000002gy2jIAA,2013-09-10T17:09:36.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)827-8066,(905) 334-3863 *,tony@madurifinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4587.0
500G000000GCUFyIAP,False,,00003144,003G0000018f7OdIAI,001G000000urN9tIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Vente d'actions d'un propriétaire à un employé.,Medium,,True,2013-09-10T17:15:33.000+0000,False,False,005G0000002hFcOIAU,2013-09-10T17:15:17.000+0000,005G0000002hFcOIAU,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(418) 867-3702,,henri.belley@belleyap.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hFcOIAU,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GCUVNIA5,False,,00003145,003G0000018f6jNIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Fixed Income funds,Medium,Michael needed some suggestions on choosing some fixed income seg funds for his current cllent.,True,2013-09-10T17:34:13.000+0000,False,False,005G0000002gxzdIAA,2013-09-10T17:33:36.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)586-6661,(514) 586-6661,jingsong.zheng55@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GCUdlIAH,False,,00003146,003G0000018f7K4IAI,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Angel Investor Presentation,Medium,putting together presentation for networking group. Charles will put some ideas together and we will review prior,True,2013-10-24T21:44:59.000+0000,False,False,005G0000002hHYOIA2,2013-09-10T17:42:49.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)685-6521,(604) 779-0965,charles@betafin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4587.0
500G000000GCVcFIAX,False,,00003147,003G000001B3XxeIAF,001G000000vkp2wIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,DASC IndustriesTina Elliott,High,"EE previously sent Life early payout forms and LTD forms.  Neither were ever received.  Early payout forms have been scanned to Denise Shepit September 10/13 for review.  EE and ER have been emailed LTD forms for completion.  forms are to come to our office for redirection to HO. 

Sept 17 - Policyholder has been sent agreement letter so we can proceed with early Life Ins payout.

Sept 19 - Sigend letter of agreement rec'd from Policyholder.  Sent along to Denise Shepit in Life Claims.  The Early Payment from Life will be directed to my attention for delivery to Tina Elliott.

Sept 27 - Agreement emailed to Denise Shipit.  Tony and Ray have been sent emails on how to handle the chq when it arrives.  

Sept 30 - Original sent to Denise Shepit in Life Claims through interoffice courier.

October 7 - $45,000 cheque delivered to Ray Elliott at the request of Tina.  Ray is Tina's husband.  LTD claim has been approved and she is receiving payment.",True,2013-11-19T19:28:44.000+0000,False,False,005G0000002gy7UIAQ,2013-09-10T18:49:21.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902) 434-9741,(902) 223-0936,dgnfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GCW9CIAX,False,,00003148,003G0000018f6iRIAQ,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Can we convert a LL Term into a GWL PAR?,High,,True,2013-09-23T17:44:25.000+0000,False,False,005G0000002gyBkIAI,2013-09-10T19:45:40.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(438)992-9525,(438) 992-9525,quangtuan.nguyen@qtninsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GCWTxIAP,False,,00003149,003G0000018f74yIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Transfer of funds based on Power of Attorney,Medium,Amanda needed to know if her client's POA on her mother would give her the permission to transfer mother's accounts to us since mother has dementia.,True,2013-09-10T19:47:42.000+0000,False,False,005G0000002gxzdIAA,2013-09-10T19:47:11.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)568-3248,,amanda.ciccone@acfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4587.0
500G000000GCWcvIAH,False,,00003151,0030A0000029mXmQAI,0015o000008CydLAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Hnatiw Naviplan,Medium,"Client had a pension in which we couldn't beat the payout rate. Tim needed my help constructing a Naviplan to give to the client to show that based on his current financial strategy, supplemented with his pension, that he and his wife would not run out of money.",True,2013-09-10T20:15:50.000+0000,False,False,005G0000002gyFjIAI,2013-09-10T20:15:37.000+0000,005G0000002gyFjIAI,2024-01-23T15:12:54.000+0000,0055o0000019VX9AAM,2024-01-23T15:12:54.000+0000,(204)444-2091,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4587.0
500G000000GCWptIAH,False,,00003150,003G0000018f6b9IAA,001G000000urMvRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Existing life question - about RPU,Medium,,True,2013-10-03T14:08:11.000+0000,False,False,005G0000002gy9KIAQ,2013-09-10T20:13:16.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)789-2220,,terry@donvito-oneill-gagne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4587.0
500G000000GCXPcIAP,False,,00003152,003G0000018f78sIAA,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Aggressive Portfolio for Client,Medium,Jerod has a client in seg funds that wants a more aggressive portfolio and doesn't like his current asset mix. I built him a portfolio based on his clients recommendations in PALTRAK and have a meeting at 10:30am tomorrow to review.,True,2013-10-28T20:38:58.000+0000,False,False,005G0000002gyFjIAI,2013-09-10T20:57:50.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(204) 880-7040,,,(204) 975-4975,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4587.0
500G000000GCXaHIAX,False,,00003153,003G0000018f6T7IAI,001G000000urMqlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Performance discrepancy on Enhanced Portfolio Stmt - client: Gregg,Medium,Explained EPS uses DVM.  IRR more accurate.  Used PortfolioINSIGHTS to produce valid IRR report. Client in Conserv Profile Fund - David want to know if there are plans to diversify FI funds in fund >>> emailed Susan Spence PSG with question.,True,2013-10-01T19:41:00.000+0000,False,False,005G0000002gy8RIAQ,2013-09-10T21:11:27.000+0000,005G0000002gy8RIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 276-1177 x 404,,david.moir@londonlife.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4587.0
500G000000GCXzRIAX,False,,00003155,003G0000018f7IvIAI,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Rugby Club,Medium,Presenting DI opportunities to his Rugby Club.  Running through product in comparison to IAP offering and assisting with positioning ideas.,True,2015-03-23T17:59:50.000+0000,False,False,005G0000002gyGaIAI,2013-09-10T23:01:08.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)341-8900,(604) 341-8900,brady@numofinancial.com,,,,,,,,,,,Industrial Alliance,Industrial Alliance,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4587.0
500G000000GCYTLIA5,False,,00003154,003G0000018f6tuIAA,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Henry H,Medium,Inforce contract - need new top up or FEPO exercise.,True,2015-03-23T18:05:49.000+0000,False,False,005G0000002gyGaIAI,2013-09-10T22:39:17.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)438-1232,(778) 882-4575,adeline@adelinelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,1.0,0.0,0.0,,False,4587.0
500G000000GCrhGIAT,False,,00003156,003G0000018f7jWIAQ,001G000000urMzVIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Atlantic Crane,Medium,"Joanne Miner MRP claim inquiry.  Email has been sent to GCCS.

Oct 8/13 - Follow up email by Rachael Balcom that client still has not rec'd letter of request for the prepayment of the MRP amount.  I have sent an email to GCCS to scan me a copy of the letter.",True,2013-11-19T19:27:12.000+0000,False,False,005G0000002gy7UIAQ,2013-09-11T14:21:35.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902) 405-7272,,jeff.gillespie@mathicabenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4586.0
500G000000GCugeIAD,False,,00003157,003G0000018f7B5IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Deferral options for employee age 72,Medium,"Sept 10- Val has working 72 year old client who wants to contribute to RRIF.  I emailed saying he can't as over 71.  Will in investigate other options.
>>> Sept 11 - emailed Val about spousal RRSP if spouse under 71.",True,2013-09-11T14:23:10.000+0000,False,False,005G0000002gy8RIAQ,2013-09-11T14:22:57.000+0000,005G0000002gy8RIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)435-4481,(416) 878-0011,valerie@evermorewealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4586.0
500G000000GDLZJIA5,False,,00003158,003G0000018f6udIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,GlobeAdvisor.ca ProStation for portfolio buidling,High,She wants a process to enter client investments so she can determine whether client portfolio is suitable or requires changes. I demonstrated ProStation to her today and she was thrilled how easy it is to use,True,2013-09-11T15:05:14.000+0000,False,False,005G0000002gy7yIAA,2013-09-11T15:04:59.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-276-1177,(647) 773-2799,silvia.barajas@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4586.0
500G000000GEaDlIAL,False,,00003180,003G0000018f6wGIAQ,001G000000urMslIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Case COnserve - CI,Medium,Client looking to cancel.  Coached wanda on talking points to conserve.,True,2013-09-11T18:56:05.000+0000,False,False,005G0000002gyB3IAI,2013-09-11T18:55:55.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(709)722-7861X4229,,wanda.butler@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4586.0
500G000000GEadiIAD,False,,00003179,003G0000018f6iFIAQ,001G000000urMslIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Waiver of Premium on Dis for CI,Medium,Reviewed contract to determine if client might be eligible for WPD on existing CI,True,2013-09-11T18:51:30.000+0000,False,False,005G0000002gyB3IAI,2013-09-11T18:51:06.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(709)722-7861,,shirley_cook@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4586.0
500G000000GEcTzIAL,False,,00003211,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Sell GWL term,Medium,,True,2013-09-11T20:52:09.000+0000,False,False,005G0000002gyBkIAI,2013-09-11T20:51:59.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4586.0
500G000000GEgMhIAL,False,,00003253,003G0000018f6hRIAQ,001G000000urMw8IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,FEPO election while off work,Medium,"Client was denied his FEPO election because he has been off work since May but hasn't started the claims process yet for stress burnout. Underwriter has agreed to look at it once the claim has been processed. Client's son is battling an agressive form of cancer.
Justin confirmed client will send claim form in ASAP.",True,2014-02-28T14:02:14.000+0000,False,False,005G0000002gyCxIAI,2013-09-12T12:35:15.000+0000,005G0000002gyCxIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCxIAI,,,,,,,0.0,0.0,0.0,,False,4585.0
500G000000GEgQxIAL,False,,00003254,003G0000018f6hRIAQ,001G000000urMw8IAE,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Claim denied,Medium,Client Reierson is a well known lawyer in Halifax and Justin is afraid of a law suit. I spoke with the claims adj. Tara and she said they have been communicating with the client and they will receive more medical info. Client still hasn't sent in authorization form to allow confidential info to be shared with Justin. At this point not much can be done on my end. I will follow up with Justin in 2 weeks.,False,,False,False,0050A000000qZknQAE,2013-09-12T12:39:38.000+0000,005G0000002gyCxIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qZknQAE,,,,,,,0.0,0.0,0.0,,False,4585.0
500G000000GEiaOIAT,False,,00003295,003G000001F3o6NIAR,001G000000urMr2IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,sharing evidence between Manulife and GWL for DI/CI,Medium,,True,2013-09-12T15:52:32.000+0000,False,False,005G0000002gy2wIAA,2013-09-12T15:51:36.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(416) 565-4535,,eric.alikhani@freedom55financial.com,(416) 789-0237,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4585.0
500G000000GEkBNIA1,False,,00003306,0030A0000029fLAQAY,001G000000wjNrYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,All Rock Masonry Ltd. - Amendment,Medium,"Classes out group
Added CI for both classes
removed parameds from both classes
Added LTD to class 2 only
------------------------------------------------------

removed current 2 employees from class 1 and added a new employee. kept all benefits the same and rates the same.",True,2013-09-12T17:54:42.000+0000,False,False,005G0000002gy3gIAA,2013-09-12T17:54:16.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)431-0527,(780) 953-1487,krystle.bouvier@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4585.0
500G000000GEkhCIAT,False,,00003307,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Trison  Safetech - inc std nem,Medium,inc std nem eff oct 15 13  - addt'l prem $24.72,True,2013-09-12T18:39:47.000+0000,False,False,005G0000002gy2oIAA,2013-09-12T18:39:34.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4585.0
500G000000GEkqMIAT,False,,00003309,003G0000018f6W1IAI,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,In force UL policies,Low,Asked about the min premium and how it is displayed on rep site and on the UL software,True,2013-10-03T14:04:18.000+0000,False,False,005G0000002gy9KIAQ,2013-09-12T18:43:38.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)931-4242X231,(514) 770-5343,zach.csfinancial@sympatico.ca,(514)428-9673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4585.0
500G000000GEkquIAD,False,,00003308,003G0000018f6YmIAI,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,In force policy question,Low,Wanted to know about the suicide clause on a policy that was converted 22 months ago (original policy in force for 25 years),True,2013-10-03T14:07:38.000+0000,False,False,005G0000002gy9KIAQ,2013-09-12T18:42:44.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4585.0
500G000000GEkscIAD,False,,00003311,0030A0000029pSkQAI,001G000000urN5CIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Anderson,Medium,"Rosemary will look after this group life conversion in Stoney Creek

male, ns, 46, 200K to convert",True,2013-12-03T16:02:13.000+0000,False,False,005G0000002gy2jIAA,2013-09-12T18:56:17.000+0000,005G0000002gy2jIAA,2025-07-29T16:57:14.000+0000,0055o0000019VX9AAM,2025-07-29T16:57:15.000+0000,(905)648-6767,,robrien@stoneridgeinsurance.ca,(905)648-7399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4585.0
500G000000GEkypIAD,False,,00003310,003G0000018f7x0IAA,0015o000008Cz0HAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Moving Hrycak Portfolio to PS2,High,Leander requested a pricing comparison between current portfolio and PS2. Sent via email with gain info for non-reg accounts,True,2013-09-12T18:53:50.000+0000,False,False,005G0000002gy6dIAA,2013-09-12T18:53:39.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306)359-1999,(306) 533-0110,leander@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4585.0
500G000000GElRmIAL,False,,00003312,003G0000018f7xDIAQ,001G000000urN7CIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Devris - conserve,Medium,Bank is telling client that they can offer lower fees. Provided Tim with fee comparison between current MMP and PS2. Non-reg accounts in huge gain position if transferred.,True,2013-09-12T19:39:38.000+0000,False,False,005G0000002gy6dIAA,2013-09-12T19:39:22.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,,tim@timnosworthy.ca,,,,,,,,,,,Bank,Other,,,0.0,,,0.0,False,Bank,,,,,005G0000002gy6dIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4585.0
500G000000GEq3pIAD,False,,00003313,003G0000018f6wUIAQ,001G000000urMtJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,In Person,,Cape Breton Transition House Association 285621,High,"Met with this client on Wednesday Sept 11th to review the plan. There are a couple tasks that will be generated from this meeting. 

First the entire group is still very angry and upset about one employee being denied LTD coverage as she was not actively working when the plan was set up. Helen, the director has asked that moving forward all communication is clear and terms properly defined.",True,2014-12-13T02:54:04.000+0000,False,False,005G0000002gyBbIAI,2013-09-13T12:21:35.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)539-5093,(902) 304-1500,tim.burns@fffpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,Marketing Piece;Presentation,5.0,0.0,0.0,,False,4584.0
500G000000GEqPLIA1,False,,00003314,003G0000018f6wUIAQ,001G000000urMtJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,In Person,,East Coast Metal Fabrication 262507,Medium,"Reviewed plan and enrollment with staff. Changes need to be made to get the plan properly enrolled. 

Charlie and Tim are looking into combining the plan with sister companies in the same industrial park. I did advise there has to be common ownership.",True,2014-12-13T02:51:38.000+0000,False,False,005G0000002gyBbIAI,2013-09-13T13:10:33.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)539-5093,(902) 304-1500,tim.burns@fffpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,Marketing Piece;Quotation;Presentation,4.0,0.0,0.0,,False,4584.0
500G000000GEqdIIAT,False,,00003315,003G0000018f7iTIAQ,001G000000urMycIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Ex gratia request,Medium,Approved ex-gratia request for a potassium supplement that was covered with old carrier (Sun Life).,True,2013-09-13T13:36:26.000+0000,False,False,005G0000002gy83IAA,2013-09-13T13:35:48.000+0000,005G0000002gy83IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902) 626-2361,(902) 394-2591,mike@douganinsurancegroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy83IAA,,,,,,,0.0,0.0,0.0,,False,4584.0
500G000000GEs8oIAD,False,,00003316,003G0000018f7nIIAQ,001G000000urMx3IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Trans Carrier Ltd. - 220922,Medium,Amendment to revise the LTD definition effective Sept. 01/13,True,2013-09-13T15:48:36.000+0000,False,False,005G0000002gy3CIAQ,2013-09-13T15:48:28.000+0000,005G0000002gy3CIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250)785-0309,(250) 262-7106,ross@sexsmithfinancial.com,(250)785-8119,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3CIAQ,,,,,,,0.0,0.0,0.0,,False,4584.0
500G000000GEsXIIA1,False,,00003318,003G0000018f7OTIAY,001G000000urMoGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Estate Protection Funds,Medium,Provided Jerry with product info regarding Estate Protection funds.  Jerry to follow-up if any additional questions arise.,True,2013-10-04T22:01:53.000+0000,False,False,005G0000002hp7wIAA,2013-09-13T16:23:53.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4584.0
500G000000GEsXOIA1,False,,00003319,003G0000018f6raIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,HNW product inquiry,Medium,Steven needed to know some details regarding the London Life preferred Series 1 & 2.,True,2013-09-13T16:28:30.000+0000,False,False,005G0000002gxzdIAA,2013-09-13T16:27:04.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)235-5520,(514) 235-5520,steven.dalfen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4584.0
500G000000GEsauIAD,False,,00003317,003G0000018f7CuIAI,001G000000urMoGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Era 1 LIB,Medium,"Mike is meeting with clients who potentially may have additional funds to add to existing RRSPs with Era 1.  Also, Mike is wanting to take a closer look at the investment strategy in place.",True,2013-10-04T22:03:50.000+0000,False,False,005G0000002hp7wIAA,2013-09-13T16:20:07.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(403)521-6370,(403) 680-7300,mike@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,,0.0,0.0,0.0,,False,4584.0
500G000000GEtL7IAL,False,,00003320,003G0000018f6RDIAY,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Frank's Sandblasting - LTD NEM,Medium,increased to $5000,True,2013-09-13T17:19:37.000+0000,False,False,005G0000002gy3HIAQ,2013-09-13T17:19:19.000+0000,005G0000002gy2tIAA,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(780)448-0676,,doug@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,1.0,0.0,0.0,,False,4584.0
500G000000GEtVRIA1,False,,00003321,003G0000018f7AmIAI,001G000000urMmwIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Retirement Income opportunities- email information,Medium,Sent an email with articles relavent to the retirement market.These  articles can be use with clients to generate reviews and consolidation of assets. I also sent a sample letter and supporting Navi Plan retirement concepts that they can send to their clients. Objective is to see if existing assets will be sufficiant to cover expenses at retirement. Fall activity.,True,2014-09-15T18:47:48.000+0000,False,False,005G0000002gy1jIAA,2013-09-13T17:33:48.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250)516-5758,,mike@gainingaltitudefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4584.0
500G000000GEtXDIA1,False,,00003322,003G0000018f6vrIAA,001G000000urMunIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Retirement planning fall activity- marketing,Medium,Sent an email with articles relavent to the retirement market.These  articles can be use with clients to generate reviews and consolidation of assets. I also sent a sample letter and supporting Navi Plan retirement concepts that they can send to their clients. Objective is to see if existing assets will be sufficiant to cover expenses at retirement. Fall activity.,True,2014-09-18T19:52:22.000+0000,False,False,005G0000002gy1jIAA,2013-09-13T17:36:17.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250)475-1108,(250) 727-1287,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Marketing Piece;Concept,1.0,0.0,0.0,,False,4584.0
500G000000GEtaWIAT,False,,00003323,003G0000018f6vrIAA,001G000000urMunIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,QGOG/LL Fund Marketing packages,Medium,"Today you  will receive 2 marketing packages featuring  new funds in our QGOF and London Life portfolios. Because of all the changes I have attached a few support pieces that will provide your advisors with some clarity around  the changes. Advisors can also access fund changes and information by going to the advisor site main page and clicking on the Market Centre tab.     
attached How Income works, Mackenzie Fund changes, Fund change summary sheet.",True,2014-09-18T19:47:08.000+0000,False,False,005G0000002gy1jIAA,2013-09-13T17:40:04.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(250)475-1108,(250) 727-1287,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4584.0
500G000000GEuWWIA1,False,,00003324,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,McAllister Drilling - ltd nem $3600,Medium,$29.10 additional prem,True,2013-09-13T18:55:48.000+0000,False,False,005G0000002gy2oIAA,2013-09-13T18:55:34.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4584.0
500G000000GF6FxIAL,False,,00003565,003G0000018f6W9IAI,001G000000urMptIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Gowan-Seigel,Medium,"11 Sep 13 Reviewed client's holdings - $600K case I worked on a couple years ago. Have continued to capture assets, now about $1M. Moderate - concerned about performance of fixed income this year; everything else looks fine. I went through my new FI portfolio with the new funds. He will review this info with client.",True,2015-01-05T14:58:24.000+0000,False,False,005G0000002gy5qIAA,2013-09-16T11:25:24.000+0000,005G0000002gy25IAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(519)435-7979,(519) 661-9029,paul.gowan@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5qIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4581.0
500G000000GF7pTIAT,False,,00003566,003G0000018f6yyIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Fund suggestion,Medium,Fang needed help choosing a portfolio for her client.,True,2013-09-16T13:27:26.000+0000,False,False,005G0000002gxzdIAA,2013-09-16T13:26:04.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,514-331-5838,,fang.wang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GF8bmIAD,False,,00003567,003G000001C26dwIAB,001G000000wiXfKIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,286570 - Drever Agencies ( Adding Div 9 - Superior Agro Services),Medium,"3 New EEs, same contact and address.
Same EFT",True,2013-09-16T14:30:13.000+0000,False,False,005G0000002gy3HIAQ,2013-09-16T14:29:50.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 862-5951,,dean@frontlinebenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GF9TYIA1,False,,00003568,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,224557 - Academy of Learning (LIFE NEM increase for class 2),Medium,"Increase Life NEM to 220,000",True,2013-09-16T15:59:34.000+0000,False,False,005G0000002gy0UIAQ,2013-09-16T15:59:17.000+0000,005G0000002gy0UIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GF9gIIAT,False,,00003569,003G000001IkUzeIAF,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,RSP question,Medium,Hannah has a client that is getting seperated and was looking for info on how it works to get the RSP to his wife.  Also looked at ways to keep the RSP and move it here.,True,2013-09-16T16:00:29.000+0000,False,False,005G0000002gy3dIAA,2013-09-16T15:59:54.000+0000,005G0000002gy3dIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3dIAA,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GFA4FIAX,False,,00003570,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Acadian Metal Finishers (1984) Ltd. (Amendment),Medium,"Increase LTD NEM from 2,000 to 2,200.  Additional monthly premium $17.17",False,,False,False,005G0000002gy37IAA,2013-09-16T16:26:56.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GFBZyIAP,False,,00003571,003G0000018f7FEIAY,001G000000urMr9IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Portfolio Building,Medium,I have been working with Bruce over the last few days trying to get him onside with a general portfolio for his clients. he keeps sending me different combinations of holdings and asking me to review them. I have in the past provided him a sample balanced portfolio but he is now looking at one for a more advanced client. He recently sent me on to look at this morning and I called and left a message for him to contact me to discuss. I will also send him a sample one from Prostation now that my computer is back up and in functioning condition.,True,2014-01-10T20:21:44.000+0000,False,False,005G0000002gyEsIAI,2013-09-16T18:05:54.000+0000,005G0000002gyEsIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(647)290-0676,(647) 290-0676,bruce@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GFC9mIAH,False,,00003572,003G0000018f7GuIAI,001G000000urMwbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Term conversion,Medium,,True,2013-09-16T18:29:35.000+0000,False,False,005G0000002iOMUIA2,2013-09-16T18:29:03.000+0000,005G0000002iOMUIA2,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(450)361-0808,(514) 825-3554,rodrigo.bustos@prosphere.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GFCDoIAP,False,,00003573,003G0000018f6pWIAQ,001G000000urMp5IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,HNW Portfolio Review,Medium,Reviewed portfolio insiughts with Jeff and based on clinets ocncern identified portfolios low in US equity and possible addition of NA High Yield Bond.,True,2013-09-16T18:36:50.000+0000,False,False,005G0000002hAGmIAM,2013-09-16T18:33:23.000+0000,005G0000002hAGmIAM,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(807)935-1761,,jeff@rwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hAGmIAM,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4581.0
500G000000GFCVdIAP,False,,00003574,003G0000018f6xNIAQ,001G000000urMoEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Meeting to discuss HNW products as well as introduction to new funds,High,,True,2015-11-18T18:34:51.000+0000,False,False,005G0000002gy8qIAA,2013-09-16T18:49:00.000+0000,005G0000002gy8qIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(604)729-6424,(604) 729-6424,craig@kotzefinancial.com,(604)732-6320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8qIAA,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GFCpZIAX,False,,00003575,0030A0000029mRtQAI,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB Inquiry,Medium,Fran needed some details regarding her client's existing LIB account.,True,2013-09-16T19:06:54.000+0000,False,False,005G0000002gxzdIAA,2013-09-16T19:06:22.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)331-5838X269,,fran.hepworth@londonlife.com,(514)331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GFD8fIAH,False,,00003576,003G0000018f6YLIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Unlocking LIRA,Medium,"Reviewed case.  Discussed transfer rules, scenarios, comp, Proc Nav, forms, treatment  - OK",True,2013-09-16T19:24:51.000+0000,False,False,005G0000002gy8RIAQ,2013-09-16T19:24:42.000+0000,005G0000002gy8RIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4581.0
500G000000GFDICIA5,False,,00003587,003G000001C49a1IAB,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Muslim investments,Medium,Haig needed to know if we offered any investments that guarantees not to pay any interest income since his client is Muslim and since he is not allowed to generate any interest income from an investment.,True,2013-09-16T19:45:35.000+0000,False,False,005G0000002gxzdIAA,2013-09-16T19:45:00.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514) 331-5838 x366,,haig.liberian@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GFEkfIAH,False,,00003588,003G0000018f6oHIAQ,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,DI  - R. Bagher,High,Injury vs Sickness - contact claims adjudicator Julie C.,True,2013-12-12T19:11:03.000+0000,False,False,005G0000002gyGaIAI,2013-09-16T21:16:36.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(778)773-6377,,mohsen.motallebi@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4581.0
500G000000GFIr0IAH,False,,00003629,003G0000018f6qeIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Portfolio and fund recommendation,Medium,Daniel required help to choose funds for his client's portfolio.,True,2013-09-17T13:40:08.000+0000,False,False,005G0000002gxzdIAA,2013-09-17T13:39:09.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,514-331-5838,,daniel.enayatzadeh@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4580.0
500G000000GFK0hIAH,False,,00003630,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Rusway Construction - IC class with disability - amend did not go thru,Medium,,True,2013-09-17T15:19:43.000+0000,False,False,005G0000002gy2tIAA,2013-09-17T15:19:33.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4580.0
500G000000GFKY5IAP,False,,00003631,003G0000018f7YbIAI,001G000000urMtzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - McSweeney,Medium,Bert agreed to look after a group life conversion for Joe McSweeney from Dofasco,True,2017-03-06T21:04:35.000+0000,False,False,005G0000002gy2jIAA,2013-09-17T16:02:24.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905) 529-1210 x224,,bert@yourplanners.ca,(905) 529-2812,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4580.0
500G000000GFKorIAH,False,,00003632,003G0000018f76zIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,In Person,,Novatec Braids Ltd.,Medium,"Briggs Consulting prepared a Desjardin quote for Novatec proposing 3 different plan design options. The first compared an apples to apples quote, the second compared a carved our dental and vision plan with Health Care Spending Account top up and the third option compared a full HSPA plan with a $5000 stop loss.",True,2014-12-13T02:52:07.000+0000,False,False,005G0000002gyBbIAI,2013-09-17T16:22:09.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(902)877-6555,902-930-2730,geoff@equisgroup.ca,,,,,,,,,,,Desjardins,Desjardins,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,,2.0,0.0,0.0,,False,4580.0
500G000000GFLSsIAP,False,,00003633,003G0000018f6pUIAQ,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,"if one pay available...Winnie to get a few more details, prior to putting example together.",True,2013-12-21T10:29:41.000+0000,False,False,005G0000002gy2wIAA,2013-09-17T17:31:47.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,416-789-4527,,winnie.wong@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4580.0
500G000000GFMJ9IAP,False,,00003635,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Email,,Ivis Inc. - Policy# 280280,Medium,"Run amendment options to add STD & LTD to both classes, and an option with just LTD on the employees class.",False,,False,False,005G0000002gy37IAA,2013-09-17T18:16:34.000+0000,005G0000002gy2TIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4580.0
500G000000GFML3IAP,False,,00003634,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"278467 - Gruninger Advanced Hydraulic Systems (Changing Co name, adding Divs)",Medium,"Changing Co name to ""Alta Vac Services Ltd.""
Creating Div 2 with the new co name. Transferring EEs plus adding 4
Creating Div 3 - Regen Innovative Technology. Transferring EEs plus adding 1
Same contact and billing address as Div 1 - no transfer of ownership",True,2013-09-17T18:06:37.000+0000,False,False,005G0000002gy37IAA,2013-09-17T18:06:21.000+0000,005G0000002gy0UIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,1.0,0.0,0.0,,False,4580.0
500G000000GFMeCIAX,False,,00003636,003G0000018f6tLIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Case consult with Anjali's new advisor: Carrie Connolly- Sandra Hogan (Mom),Medium,"Carrie requested assistance with ""fund selection"" on $110K case. Disc'd client particulars, IV score, client stmts, purpose of $, typed of acct to be opened.  >>> Conservative client. Disc'd Profile fund, short term bonds, US div, Real Estate Fd diversifiers.  See notes and presention materials provided in file.  It's a 'way'.",True,2013-09-17T18:33:03.000+0000,False,False,005G0000002gy8RIAQ,2013-09-17T18:32:12.000+0000,005G0000002gy8RIAQ,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(905)276-1177,(403) 471-4485,anjali@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4580.0
500G000000GFNJEIA5,False,,00003637,003G0000018f7BAIAY,001G000000urMqcIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"GIO maturing next month described as ""cashable""",Medium,"His LL portfolio info does not indicate the rate for this GIO. We discussed how renewal works and that where nothing is discussed the ""default"" is to auto renew into the same term at the going rate for this term.
He can instead offer a switch into seg funds if the client is willing",True,2013-09-17T19:13:15.000+0000,False,False,005G0000002gy7yIAA,2013-09-17T19:13:00.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,905-276-1177,(416) 735-1993,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4580.0
500G000000GFNM8IAP,False,,00003638,003G0000018f6p7IAA,001G000000urMsJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB details,Medium,Victor needed to know some LIB details about the bonus on the LIB product.,True,2013-09-17T20:08:37.000+0000,False,False,005G0000002gxzdIAA,2013-09-17T20:08:09.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:57.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:57.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4580.0
500G000000GFP6QIAX,False,,00003639,003G000001B4F5HIAV,001G000000vlGSQIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Wave Control Systems Ltd. - Increase LTD NEM,Medium,,True,2013-09-17T21:24:03.000+0000,False,False,005G0000002gy3gIAA,2013-09-17T21:23:25.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 468-9292,(780) 717-3861,kyle@fenrichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4580.0
500G000000GFRNnIAP,False,,00003640,003G0000018f74DIAQ,001G000000urMr1IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,First CI Claim,Medium,"I helped Adam with his first CI claim. I provided him with the claim form and suggested he speak to his client about best doctors and shepell fgi. I helped Adam generate a letter to have the client sign, which will provide him access to his client's claim process.",True,2013-09-18T03:42:15.000+0000,False,False,005G0000002gyBtIAI,2013-09-18T03:42:05.000+0000,005G0000002gyBtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(416)491-1771X104,(416) 230-3633,adam@mckayandassociatesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4580.0
500G000000GFSMvIAP,False,,00003641,003G0000018f6jZIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Harry Rhyno's Refrigeration - RTQ,Medium,Spoke with Jenny today - she had asked me to resend quote so she could get a chq. She is  meeting with the client today to get their employee apps filled out.  Master app will be filled out later in the week. Would hope to receive everything in the mail by early next week.  Sold for Nov 1 2013.,True,2013-09-18T10:53:57.000+0000,False,False,005G0000002gy3iIAA,2013-09-18T10:53:45.000+0000,005G0000002gy3iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902)363-3322,(902) 848-6583,jgoucherinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4579.0
500G000000GFSYSIA5,False,,00003642,003G0000018f7k7IAA,001G000000urMyrIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Conrad Hurlbert LeBlanc - 268957,Low,Gerry asked me to send him the EP3 Statement for Conrad Hurlbert.,True,2013-09-18T12:00:13.000+0000,False,False,005G0000002gy3iIAA,2013-09-18T12:00:03.000+0000,005G0000002gy3iIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902) 749-0220,,gkr@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4579.0
500G000000GFTbfIAH,False,,00003643,003G0000018f80qIAA,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Email,,Air-It-On - Policy# 283624,Medium,Agent request quote to add Vision & Major Dental.,False,,False,False,005G0000002gy37IAA,2013-09-18T14:07:39.000+0000,005G0000002gy2TIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 918-3781,,shelly@benefitnetworkinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4579.0
500G000000GFVfjIAH,False,,00003645,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Orion Electric (Amendment),Medium,LTD NEM Increase,True,2013-09-18T17:33:52.000+0000,False,False,005G0000002gy37IAA,2013-09-18T17:33:28.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4579.0
500G000000GFWD1IAP,False,,00003644,003G0000018f7zAIAQ,001G000000urMzDIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Vern Paul Insurance,Medium,180 supply issue for ee travelling.  Exception has been made for both Brand and Generic however pharmacy continues to have issues.,True,2013-11-19T19:44:04.000+0000,False,False,005G0000002gy7UIAQ,2013-09-18T16:56:01.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902)499-4841,(902) 499-4841,bob.young@fairleadfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4579.0
500G000000GFXTBIA5,False,,00003647,0030A0000029i4EQAQ,001G0000011ablPIAQ,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Underwriting,Medium,met with Paul Barker to discuss some cases where the clients had admitted to smoking marijuana but had told the paramed nurse different information than what was taken on the app,False,,False,False,005G0000002hJmDIAU,2013-09-18T18:30:09.000+0000,005G0000002hJmDIAU,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(403)981-2757,,natalya@myvfi.com,(866)656-6122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hJmDIAU,,,,,,,0.0,0.0,0.0,,False,4579.0
500G000000GFXoPIAX,False,,00003648,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Lewcam Holdings Ltd. (Amendment),Medium,Increase Life and Ltd NEMs for class 2,True,2013-09-18T18:53:46.000+0000,False,False,005G0000002gy37IAA,2013-09-18T18:53:03.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4579.0
500G000000GFYMpIAP,False,,00003649,003G0000018f7R0IAI,001G000000urNAJIA2,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,CDC,Medium,"Il faut que j'assure une dame qui a 2 compagnies donc 250 000 dans chacune! prime 212$

Si je fais 1 police de 500 000 prime 313$, si je mets la propriété du contrat 1 compagnie et 2 bénéficiaires le cdc ne suivra pas hein ???

Merci Claude",True,2013-09-18T19:27:35.000+0000,False,False,005G0000002hFcOIAU,2013-09-18T19:27:16.000+0000,005G0000002hFcOIAU,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(819) 758-6232,(819) 357-6305,claudebeliveau@beliveauass.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hFcOIAU,,,,,,,0.0,0.0,0.0,,False,4579.0
500G000000GFZOdIAP,False,,00003651,003G000001Ik57qIAB,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,UL vs. Par discussion,Medium,Spent and hour with Chin Heng discussing the difference between par and UL and situations where on may make more sense thank the other.,True,2013-09-18T20:43:31.000+0000,False,False,005G0000002gy5ZIAQ,2013-09-18T20:43:18.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(604)438-1232,,chinheng.choo@pointonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4579.0
500G000000GFcjDIAT,False,,00003652,003G0000018f6utIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Testamentary Trusts,Medium,Jason needed some information on testamentary trusts for his clients,True,2013-09-19T18:26:26.000+0000,False,False,005G0000002gxzdIAA,2013-09-19T01:25:46.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(450)492-5688,(514) 717-8028,jason@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4579.0
500G000000GFekgIAD,False,,00003653,003G0000018f78MIAQ,001G000000urMrmIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Rebalance,Medium,09/19/2013 - discussed his client's case. Looking to rebalance from moderate to balance. Asked about funds. Reviewed account and has about twenty funds. DSC and FE..Portfolio was a model portfolio from last year. Provided him last year's models again and suggested he shave off F/I and add to existing equity funds; not to add ew funds to the mix. Provided former PWC's models. He's happy with that suggestion. Also offered to do a Prostation for him. He'll let me know if required.,True,2013-09-19T13:22:48.000+0000,False,False,005G0000002gxyDIAQ,2013-09-19T13:22:09.000+0000,005G0000002gxyDIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(204)489-1012,(403) 919-5605,matthew.lane@canadalife.com,,,,,,,,,,,n/a,Other,,,0.0,,,0.0,False,n/a,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4578.0
500G000000GFfMfIAL,False,,00003654,003G0000018f6bhIAA,001G000000urMqsIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Rick has a pension transfer case tonight he wants to discuss,High,"meeting at 12 noon

We ran several RRIF illustrations (minimum and ""level to exhaust"") for $255k money and client is OK to withdraw her stated income goal to Age 90",True,2013-09-19T17:32:38.000+0000,False,False,005G0000002gy7yIAA,2013-09-19T14:15:50.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4578.0
500G000000GFfn8IAD,False,,00003655,003G0000018f7SFIAY,001G000000urMxAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Arresting You - nem's increased,Medium,,True,2013-09-19T14:53:13.000+0000,False,False,005G0000002gy2oIAA,2013-09-19T14:53:06.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 642-8429,,cdechant@livewellbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4578.0
500G000000GFhz5IAD,False,,00003656,003G0000018f7BAIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Go ahead to reinvest maturing GIO into our funds,Medium,"Client was unaware of GIO maturity in October for about $5k
Willing to consider our investment funds.  Deepak has asked for my attendance at client meeting in this office, if client is so willing.   He will let me know

we will explain our Wealth solutions and that we manage $500 Billion of client money in N/A",True,2013-09-19T17:25:09.000+0000,False,False,005G0000002gy7yIAA,2013-09-19T17:25:01.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,905-276-1177,(416) 735-1993,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4578.0
500G000000GFi7JIAT,False,,00003657,003G0000018f7ENIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Norm is opening mutual fund account for existing LL seg fund client.  Wanted to know if account could be added to existing client ID,Medium,"Yes, Investment Centre is best utilized to have only 1 client ID and then to add multiple plans under this ID.  (all of New segs/ QGOF/ Third party mutual funds)",True,2013-09-19T17:34:29.000+0000,False,False,005G0000002gy7yIAA,2013-09-19T17:34:24.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4578.0
500G000000GFiVRIA1,False,,00003658,003G0000018f757IAA,0015o000008CyvvAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Natalie Odosysk policies,Medium,"Explained how premium vacation works especially when there is econo life on the policies.  He is seeing his client and he needed to be clear how he will explained PV to the client so he will understand why he need to pay another 2 years.  I also suggested if the client really insist on stopping to pay, how to order policy change quote to reduce enough econolife to stop paying premiums.",True,2014-09-23T17:47:13.000+0000,False,False,005G0000002gy0PIAQ,2013-09-19T18:02:45.000+0000,005G0000002gy0PIAQ,2024-03-11T14:16:40.000+0000,0055o0000019VX9AAM,2024-03-11T14:16:41.000+0000,(613)741-5460,(613) 889-1477,todd@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4578.0
500G000000GFiZXIA1,False,,00003659,003G0000018f6VpIAI,001G000000urMrmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,policies with max loans,Medium,Matt inherit his father block of business and lots of policies are maxed loaned.  One client has 6 policies all loan.  Explained to Matt what are the client options to clear the loans and policy change to clear all loans.,True,2014-09-24T14:51:31.000+0000,False,False,005G0000002gy0PIAQ,2013-09-19T18:05:27.000+0000,005G0000002gy0PIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(613) 748-3455 x475,(613) 220-8141,matt.shipley@f55f.com,(613) 748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0PIAQ,,,,,,,0.0,0.0,0.0,,False,4578.0
500G000000GFibOIAT,False,,00003660,003G0000018f7GnIAI,001G000000urMnRIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,"CI - Women, Breast Cancer",Low,application of the supplementary benefit within policies.,True,2015-03-23T18:07:02.000+0000,False,False,005G0000002gyGaIAI,2013-09-19T18:07:07.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(778)988-7335,(778) 988-7335,chris@numofinancial.com,(604)337-2908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4578.0
500G000000GFio5IAD,False,,00003661,003G0000018f6hdIAA,001G000000urMsKIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RRSP inquiry,Medium,Alain needed to know some details regarding a spousal RRSP account,True,2013-09-19T18:24:23.000+0000,False,False,005G0000002gxzdIAA,2013-09-19T18:23:27.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514) 331-5838 x270,,monarqueconseilincalainroch@londonlife.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4578.0
500G000000GFk4RIAT,False,,00003662,003G0000018f6s7IAA,001G000000urMquIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Individual training session on IAT,Medium,Looked at marketing materials on IAT and generated IAT illustration example.,True,2013-09-19T20:44:28.000+0000,False,False,005G0000002gyBtIAI,2013-09-19T19:39:40.000+0000,005G0000002gyBtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(647)308-2749,,vlad.solokhine@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4578.0
500G000000GFkTgIAL,False,,00003664,003G0000018f7QtIAI,001G000000urMwlIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Barden Trucking Oilfield Hauling Ltd. - Policy# 279766,Medium,Bobby requested an amendment quote to create a management class with enhanced benefits.,True,2014-01-10T21:39:29.000+0000,False,False,005G0000002gy37IAA,2013-09-19T20:09:51.000+0000,005G0000002gy2TIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(403) 346-2191,,bobby@everybodybenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4578.0
500G000000GFph1IAD,False,,00003666,003G0000018f6zuIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,"Sent a referral to Kelvin Wong, PWC today for Ravi",Medium,"Client with $2 million inheritance
Kelvin to open as a sales opportunity so I'm closing this as a case only
Ravi to pitch on Oct 2 or Oct 3
Moderate, LL segs, PS2 MAS = 0.75%",True,2013-09-20T14:15:41.000+0000,False,False,005G0000002gy7yIAA,2013-09-20T14:15:36.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)276-1177,(905) 617-2032,ravimadan54@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4577.0
500G000000GFphtIAD,False,,00003665,003G0000018f6XFIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,"Sent referral to Kelvin Wong today for Mr Germani, $1 mllion plus",Medium,Kelvin to open this opportunity so I am reporting as a case only,True,2013-09-20T14:13:43.000+0000,False,False,005G0000002gy7yIAA,2013-09-20T14:13:35.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4577.0
500G000000GFqWOIA1,False,,00003667,003G0000018f6mtIAA,001G000000urMquIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,CI term 10 conversion,Medium,"Gerry has 8 term 10 conversions about to hit their 10 year anniversary. 

Marian has created screen shots for all of the clients so we know whats on the policies. Gerry has contacting LB client service for all the conversion quotes.",True,2013-09-20T15:15:03.000+0000,False,False,005G0000002gyBtIAI,2013-09-20T15:14:53.000+0000,005G0000002gyBtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(416)291-0451,(416) 450-8206,info@gerryoharefinancialsecurityadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4577.0
500G000000GFrY5IAL,False,,00003668,003G0000018f6nhIAA,001G000000urMrDIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,DI part time worker,Low,,True,2013-09-20T16:30:20.000+0000,False,False,005G0000002gy2wIAA,2013-09-20T16:30:20.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(416)357-4815,,joseph@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4577.0
500G000000GFrZ8IAL,False,,00003669,003G000001C3YP5IAN,001G000000wjNqWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,270174 - Fission Media Group (Removing Class 2),Medium,"Deleting Class 2 and transferring owner to class 1 - renamed ALL Employees

Owner will get STD - approval rec'd",True,2013-09-20T16:31:59.000+0000,False,False,005G0000002gy0UIAQ,2013-09-20T16:31:42.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 431-0527,,michael.grange@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4577.0
500G000000GFtKUIA1,False,,00003670,003G0000018f6aXIAQ,001G000000urMqcIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Met with Kirk Heaslip, Bert's advisor (not yet in Salesforce)",Medium,"Sept 19 - discussed case involving Kirk's brother.  GIO questions, concerns about  what his brother is in.  Kirk to get statement.

Sept 20 - emailed Kirk LL GIOs sell sheet.",True,2014-03-14T19:50:04.000+0000,False,False,005G0000002gy8RIAQ,2013-09-20T18:41:55.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(289)752-0277,(647) 808-8063,bert.pepito@precisionguidancefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4577.0
500G000000GFtLOIA1,False,,00003671,003G0000018f7EPIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Viran needed help with entering transaction on IC,Medium,Explained process and provided him with job aids for IC.,True,2013-09-20T18:44:38.000+0000,False,False,005G0000002gy8RIAQ,2013-09-20T18:44:21.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905) 276-1177 x 502,,viran.chauhan@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Presentation,0.0,0.0,0.0,,False,4577.0
500G000000GFtONIA1,False,,00003672,003G0000018f6bhIAA,001G000000urMqsIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA transfer to LL,Medium,Rick tequested help on case involving transfer of TFSA to a LL TFSA.  Provided Rick with the forms and process guide from Process Nav.,True,2013-09-20T18:48:01.000+0000,False,False,005G0000002gy8RIAQ,2013-09-20T18:47:51.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4577.0
500G000000GFtrsIAD,False,,00003673,003G0000018f6mmIAA,001G000000urMp0IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,CI Claim Monkman,Medium,,True,2013-09-27T19:16:53.000+0000,False,False,005G0000002gyDJIAY,2013-09-20T19:24:23.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(204)272-3264,(204) 294-6381,curtis@ckcg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4577.0
500G000000GFttUIAT,False,,00003674,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,DI Claim Strong,Medium,"review contract provision, must claim for DI within 1 yr of onset.",True,2013-09-20T19:26:40.000+0000,False,False,005G0000002gyDJIAY,2013-09-20T19:26:17.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4577.0
500G000000GFvAgIAL,False,,00003675,003G0000018f70bIAA,001G000000urMoGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Porfolio Review,Medium,Met with Mark to discuss his upcoming annual review with the Chateauvert's.  We pulled together information from PI for the review presentation.,True,2013-09-20T21:01:41.000+0000,False,False,005G0000002hp7wIAA,2013-09-20T21:01:28.000+0000,005G0000002hp7wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(403)862-1402,(403) 862-1402,mark@crawfordfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4577.0
500G000000GG7CkIAL,False,,00003679,003G0000018f7M8IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,1630232 Alberta Ltd. (Multiple Changes),Medium,"Delete CI and Dep Life
Remove suplemental parameds and reduce max to $30/visit
Reduce drugs to 70% and add costco
Reduce VC to $150/24mth
Reduce basic dental to 70%, $1000 max and 6 scalling units",True,2013-09-23T15:33:35.000+0000,False,False,005G0000002gy3HIAQ,2013-09-23T15:33:19.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(587)525-6089,780 886 9795,nshah@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GG7IqIAL,False,,00003676,003G0000018f78GIAQ,001G000000urMsFIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,TFSA,Medium,Needed to know if there would be any redemption charges on a TFSA account if the annuitant died.,True,2013-09-23T14:17:17.000+0000,False,False,005G0000002gxzdIAA,2013-09-23T14:16:24.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)613-1836,,michael.rozenek@freedom55financial.com,(514)332-1127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GG7geIAD,False,,00003677,003G000001C49a1IAB,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Don planifié,Medium,"Avec un 20 pay par, est-ce qu'avec l'option de cash out, les dividendes seraient alors éligible aux crédit d'impôts, en plus de la prime? (détenu et bénéficiaire = charity)",True,2013-10-07T16:56:20.000+0000,False,False,005G0000002gyBkIAI,2013-09-23T14:50:43.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514) 331-5838 x366,,haig.liberian@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GG7oSIAT,False,,00003678,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,279229 - House 2 Home Furnishings Inc. (Delete Div 3/Cls 4),Medium,NO EEs affected,True,2013-09-23T14:57:42.000+0000,False,False,005G0000002gy3HIAQ,2013-09-23T14:56:14.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GG8JMIA1,False,,00003680,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Stene Bros. Oilfield Hauling (Amendment),Medium,Increase LTD NEM,True,2013-09-23T15:39:58.000+0000,False,False,005G0000002gy37IAA,2013-09-23T15:39:13.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GGAHgIAP,False,,00003681,003G0000018f6tCIAQ,001G000000urMjXIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,DeMers Portfolio Review,Medium,"Mike has successfully rebalanced with the client and he is pleased with the relationship with the client.

========================================================
Consulted with Mike about his current client's $400k in Freedom Funds.  I agreed to help recommend a portfolio for his rebalancing, but also advised of having the client save towards $500k to be HNW eligible.

Since the client is concerned about fees, HNW would certainly make sense to help achieve that.",True,2014-07-07T15:36:31.000+0000,False,False,005G0000002h9WtIAI,2013-09-23T17:49:37.000+0000,005G0000002h9WtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)604-6425,(416) 562-6425,michael@meehanwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GGBHTIA5,False,,00003682,003G0000018f6raIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,HNW forms,Medium,Steven wanted to make sure that he had the right paperwork for the LL Series 2 funds.,True,2013-09-23T19:00:22.000+0000,False,False,005G0000002gxzdIAA,2013-09-23T18:59:41.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)235-5520,(514) 235-5520,steven.dalfen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4574.0
500G000000GGBhuIAH,False,,00003683,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,The Carpet Studio (Amendment),Medium,"Change the waiting period for existing employees to 3 months effective June 1, 2013",False,,False,False,005G0000002gy37IAA,2013-09-23T19:20:44.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GGButIAH,False,,00003684,003G0000018f6u1IAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Automatic 10% switch,Medium,Danielle wanted to start setting up an automatic switch of 10% free units from her clients' DSC funds to FEL funds.,True,2013-09-23T19:34:09.000+0000,False,False,005G0000002gxzdIAA,2013-09-23T19:33:38.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GGDHaIAP,False,,00003685,003G0000018f6y8IAA,001G000000urMnVIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,B. Yep,Medium,GSI with inforce coverage and group.,True,2015-03-23T18:06:13.000+0000,False,False,005G0000002gyGaIAI,2013-09-23T21:44:37.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(604)681-7185X1,(604) 789-9889,kelly@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GGDW1IAP,False,,00003689,0030A0000029UfTQAU,001G000000vld3OIAQ,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Opr,Low,"Demande de qualification pour une cliente dont le contrat a ete vendu en 2003, donc sous les anciennes limites.",True,2013-12-16T19:11:25.000+0000,False,False,005G0000002gyBhIAI,2013-09-23T23:22:26.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(418)687-9449X250,,nicolas@massicottegroupefinancier.com,(877)781-7381,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GGDjUIAX,False,,00003687,003G0000018f7pVIAQ,0015o000008Cz0HAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Dyksman - ROR Calculation,Medium,Abe questioned the ROR return calculation on stmt generated on Invesment Centre as it shows a negative return despite the client having more than invested. Sent explanation including DVM method via email.,True,2013-09-23T22:02:12.000+0000,False,False,005G0000002gy6dIAA,2013-09-23T21:57:34.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306)359-1999,,abe@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,3.0,0.0,0.0,,False,4574.0
500G000000GGDs2IAH,False,,00003686,003G0000018f6bIIAQ,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Education - Underwriting Process,Low,Personal trainer testing to supplement underwriting? Wishes to demonstrate health of his clients.,True,2015-03-23T18:04:19.000+0000,False,False,005G0000002gyGaIAI,2013-09-23T21:55:46.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,6046393970,(778) 991-6215,mert@evolutionstrategies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4574.0
500G000000GGGwIIAX,False,,00003690,003G000001B3YmHIAV,001G000000vkozMIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Davidson Insurance,Medium,Joe called and was concerned about renewal increase.  Agreed to revise health and dental rates but little room for movement on the pooled benefits given last year's investment.  Send hard copy of renewal an salary update sheet.  Also EI forms for employee.,True,2013-09-24T12:25:49.000+0000,False,False,005G0000002gyBCIAY,2013-09-24T11:22:25.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902) 543-5800,,joe@davidsoninsltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,1.0,0.0,0.0,,False,4573.0
500G000000GGHVfIAP,False,,00003691,003G0000018f7iuIAA,001G000000urN05IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,MacMillan,Medium,"MacMillan financial plan preparation.

05/22/13",True,2017-02-15T18:12:12.000+0000,False,False,005G0000002gy8XIAQ,2013-09-24T13:06:18.000+0000,005G0000002gy8XIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(709)237-4122,(709) 685-4838,hmurphy@murphyneil.ca,(709)237-5125,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8XIAQ,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGIJLIA5,False,,00003692,003G0000018f6x6IAA,001G000000urMqKIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,40523307-Pekarski,Medium,This policy is a T10 and Tony is requesting illustration to show future premiums,True,2015-07-30T12:33:11.000+0000,False,False,005G0000002gy2jIAA,2013-09-24T14:20:58.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)827-8066,(905) 334-3863 *,tony@madurifinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4573.0
500G000000GGIvTIAX,False,,00003693,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,I'm doing a Group RRSP transfer-in?  Do I do this to the clients bank account first?,Medium,"NO!!  This would de-register the plan and result in TAX
Use a T2033/TARI to move the proceeds to us in CASH (not in-kind)

Two things to disclose to the client before proceeding (if you feel they are important):
1) his ER may not agree to offer an ongoing match of contributions (the EE has not left the employer but wants to move his RRSP).  This is free money that might be lost
2) the Group plan is likely cheaper cost but with your advice and service this isn't a big concern.  WE have good funds and performance.",True,2013-10-02T14:44:18.000+0000,False,False,005G0000002gy7yIAA,2013-09-24T15:03:46.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGJMGIA5,False,,00003694,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,279638 - College of Physical Therapists of Alberta (INC NEM LTD),Medium,"From 2000 to 2250
One EE previously declined.
$44.04/mth additional premium",True,2013-09-24T16:14:21.000+0000,False,False,005G0000002gy37IAA,2013-09-24T16:14:04.000+0000,005G0000002gy0UIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGKITIA5,False,,00003695,003G0000018f6jHIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,New fund ideas for retired client that gave him $430k in April,Medium,"Client has had money parked in MMF (LL) and Sal wants to reinvest for more growth.  client is balanced with 2 FI funds being ""core bond"" and ""mortgage""
Suggested the 25k to be transferred can go into:
> North American High Yield (Putnam) for 10k
> either of the 2 other already owned bond funds, with morgtage being a little safer if rates still go up",True,2013-09-24T16:39:01.000+0000,False,False,005G0000002gy7yIAA,2013-09-24T16:38:53.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905) 276-1177 x482,(416) 909-1915,saleh.aldouri@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGLKXIA5,False,,00003697,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Martech Marketing Partnership (Amendment),Medium,"Company name change from ""Martech Marketing Partnership"" to ""1766489 Alberta Ltd.""

New banking information and VOID cheque",False,,False,False,005G0000002gy37IAA,2013-09-24T18:11:55.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGLWbIAP,False,,00003696,003G0000018f6THIAY,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,980763 Alberta Ltd. o/a Highway 28 Towing & Recovery,Medium,"Transfer of ownership & name change to ""1750928 Alberta Ltd. o/a Highway 28 Towing & Recovery""

New banking info with VOID cheque",True,2013-09-27T20:38:24.000+0000,False,False,005G0000002gy37IAA,2013-09-24T18:06:46.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 489-5704 ext 6,,murdockfinancial.heath@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGM6eIAH,False,,00003698,003G0000018f7YbIAI,001G000000urMtzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Donaldson,Medium,Bert is looking after this group life conversion from Dofasco for us.,True,2017-03-06T21:05:14.000+0000,False,False,005G0000002gy2jIAA,2013-09-24T18:46:08.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905) 529-1210 x224,,bert@yourplanners.ca,(905) 529-2812,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGMPvIAP,False,,00003699,003G0000018f7ZfIAI,001G000000urN3vIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Looking for Daily High Interest Account,Medium,Has a teacher client who is sitting on the sideline and he is trying coax him back in.   I asked him if he thought of taking small pieces and moving in gradually.  We talked about the diversification of his pension plan OTIP.,True,2013-09-24T19:06:38.000+0000,False,False,005G0000002h5qLIAQ,2013-09-24T19:05:50.000+0000,005G0000002h5qLIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)723-1169,,roberthunt@moneymatters.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h5qLIAQ,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGMYJIA5,False,,00003700,003G0000018f71hIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Sharon Lynn Termination at  Sun Life but Pension and Retirement Allowance rolled with Sun Life,Medium,"Shamil to get statements but assumed funds would be mutual funds that can come over under Asset Transfer Service?  I asked why?  Why wouldn't the client remain in seg funds if they left their money with Sun Life?

She thought Group Plans are mostly mutual funds?   Ours at GRS are seg funds so my initial thinking is that she has SEG funds, and if so, these cannot come over ""in-kind"" under our Asset Transfer Service

With statements we will know for sure.  She will follow up ASAP with statements
++++++++++++++++++++++
Meeting with Shamali Nov 13 now that she has client statements and Voyager",True,2013-11-12T15:39:06.000+0000,False,False,005G0000002gy7yIAA,2013-09-24T19:15:34.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)330-1951,(905) 330-1951,shamali.das@dasanddaughter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4573.0
500G000000GGOB3IAP,False,,00003703,003G0000018f7LoIAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,App Question,Low,Margaret was heading out to take an app and wanted to know if the e-app could be used without an internet connection.,True,2013-09-24T21:38:30.000+0000,False,False,005G0000002gy5ZIAQ,2013-09-24T21:38:16.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(604)438-1232,(778) 238-3238,margaret.tam@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGODFIA5,False,,00003701,003G0000018f7LfIAI,001G000000urMnzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,15 pay competition,Low,Ellen would like to know how to compete with Canada Life 15 pay CI.  Need to complete Reduced Paid-up concept and send to her.,True,2013-09-24T21:33:25.000+0000,False,False,005G0000002gy5ZIAQ,2013-09-24T21:33:14.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(604)438-1232X6321,(604) 506-8793,ellen.li@wisdomstarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGOMjIAP,False,,00003702,003G0000018f6msIAA,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,2 Product questions,Medium,Michael stopped by to ask 2 questions about CI product.  Possible opportunity to follow.,True,2014-04-02T16:47:02.000+0000,False,False,005G0000002gy5ZIAQ,2013-09-24T21:35:37.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(604)808-5678,,michael.liu@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4573.0
500G000000GGPEHIA5,False,,00003704,003G0000018f73yIAA,001G000000urMvtIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,MMP Calculation vs Retain,Medium,Christine has a client who wants to pay less fees and had questions as to what we could do for this mid market client. I recently set her up with a Gold Key contract to sell MMP and spoke with her about the benefits of doing so for this client. I put together a spreadsheet comparing prices and emailed it to her.,True,2013-09-24T23:18:23.000+0000,False,False,005G0000002gyFjIAI,2013-09-24T23:18:11.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(204)346-1406,(204) 801-6982,christine@craftfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4573.0
500G000000GGVJeIAP,False,,00003705,003G0000018f7nNIAQ,001G000000urN0eIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Amendment Quote,Medium,"Changed LTD to own occ / NA/50
healthcare to basic parameds at $300
Vision Care to eye exams only",True,2016-03-18T17:23:29.000+0000,False,False,005G0000002gyDvIAI,2013-09-25T17:21:20.000+0000,005G0000002gyDvIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(250) 635-6166,,jnester@lakelsefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4572.0
500G000000GGVQBIA5,False,,00003706,003G0000018f7STIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Crystal Clear Spa & Leisure Products Inc.,Medium,"Change waiting period from 3 to 6 months effective September 1, 2013",False,,False,False,005G0000002gy37IAA,2013-09-25T17:27:11.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780)439-3610,,brad@monetaplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4572.0
500G000000GGViUIAX,False,,00003707,003G0000018f74yIAA,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Quadrus Corporate Class funds,Medium,Amanda needed some extra info about  the Corp. Class funds,True,2013-09-25T17:46:22.000+0000,False,False,005G0000002gxzdIAA,2013-09-25T17:45:00.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)568-3248,,amanda.ciccone@acfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4572.0
500G000000GGX11IAH,False,,00003708,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Orion Controls Ltd. (Amendment),Medium,Remove ALL dental care.  Add accidental dental to healthcare,False,,False,False,005G0000002gy37IAA,2013-09-25T19:41:20.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4572.0
500G000000GGYzfIAH,False,,00003710,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,REQUEST FOR BANKING INFORMATION CHANGE FORM,Medium,"Sept 19 request from Leslie Bennet for EFT form for Rapid Rod Service Plan #280213.
EFT form emailed to Advisor office",True,2013-09-25T22:11:17.000+0000,False,False,005G0000002gyB4IAI,2013-09-25T22:10:54.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4572.0
500G000000GGZ8kIAH,False,,00003709,003G0000018f6mdIAA,001G000000urMquIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Reviewed Corporate Life Insurance,Medium,Jag had questions on the benefit payout for corporate life insurance and the tax implications. I walked Jag through the Corporate Life insurance marketing piece.,False,,False,False,005G0000002gy9EIAQ,2013-09-25T21:39:48.000+0000,005G0000002gyBtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4572.0
500G000000GGZQQIA5,False,,00003711,0030A0000029cDoQAI,001G000000wjNrUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,REQEUST FOR COPY OF GROUP COVERAGE FORM AND QUESTIONS-LATE APPLICANT,Medium,"Sept 3 request for copy of Group Coverage Form for SEL-VAN HOLDINGS POLICY 282343
Sept 4 and 5 telephone calls with questions regarding EOI form and late applicant.
Forms sent by email to Advisor",True,2013-09-25T22:14:54.000+0000,False,False,005G0000002gyB4IAI,2013-09-25T22:14:37.000+0000,005G0000002gyB4IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(306)757-3511,,,(306)352-3171,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyB4IAI,,,,,,,0.0,0.0,0.0,,False,4572.0
500G000000GGczuIAD,False,,00003712,003G0000018f7k6IAA,001G000000urMzRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Lenihan's Paving 2013 LTD,Medium,"2 EE apps received however were not completed properly.  Sharon picked up the forms and will have them recompleted and dropped off to our office.

Oct 1 - Apps were completed by Sharon and signed and dated by the ee's.",True,2013-10-08T17:50:09.000+0000,False,False,005G0000002gy7UIAQ,2013-09-26T14:05:40.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902)446-3900,(902) 222-1346,sharon@lifequestfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4571.0
500G000000GGdJmIAL,False,,00003713,003G0000018f81XIAQ,001G000000urMzSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Sydco Fuels,Medium,"Owners wife had stroke.  The sent a list of supplies and equipment that will be needed and want to know what will be covered.  Claims is working on this and I will provide Lisa and Lowell an answer when I have it.  Lowell is wanting me to ""put pressure"" on Claims for a quicker answer....

Oct 3/13.  DeAnna sent the response from Claims to Lisa at Lowell's office.",True,2013-10-08T17:47:01.000+0000,False,False,005G0000002gy7UIAQ,2013-09-26T14:07:53.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902) 564-1277,,lowell@brydeninsurance.com,(902) 564-1277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4571.0
500G000000GGdLJIA1,False,,00003714,003G0000018f81XIAQ,001G000000urMzSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Robby's Tractor,Medium,"Ellis Doncaster's spouse was declined Vision claim as her coverage doesn't become effective till December 2013.  Email has been sent to Inforce to find out why coverage is being delayed.

Oct 3/13 - Glitch in system, will be corrected and claim reassessed.",True,2013-11-19T19:29:30.000+0000,False,False,005G0000002gy7UIAQ,2013-09-26T14:09:42.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902) 564-1277,,lowell@brydeninsurance.com,(902) 564-1277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,1.0,0.0,0.0,,False,4571.0
500G000000GGfMFIA1,False,,00003715,003G0000018f77lIAA,001G000000urMsLIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,sa police AI,Low,demander classe 3A et transformer en uniforme.,True,2013-10-30T18:50:17.000+0000,False,False,005G0000002gxzjIAA,2013-09-26T16:25:07.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(450)390-3662,(514) 452-5925,francois@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4571.0
500G000000GGfZ3IAL,False,,00003717,003G0000018f6t8IAA,001G000000urMsSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,VR d'une police vie entière GWL,Low,le client est Dr et s'incorpore alors JF veut l'informer sur transfert de police dans une cie.,True,2013-10-30T18:51:26.000+0000,False,False,005G0000002gxzjIAA,2013-09-26T16:35:59.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,450-447-4432,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4571.0
500G000000GGgkMIAT,False,,00003718,003G0000018f75qIAA,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Dustin Boyd,Medium,"Potential Occ Class upgrade - duties have changed to less physical and client is wondering if he qualifies for an upgrade.

Went to underwrting Mike Sim for an exception - have not heard back .

Dec 2013 - HO is willing to consider the exception - more information from the client is required. Waiting on client.",True,2014-01-28T12:42:35.000+0000,False,False,005G0000002gyB3IAI,2013-09-26T17:58:41.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,709-722-7861,,chris.harris@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4571.0
500G000000GGhGcIAL,False,,00003719,003G0000018f6psIAA,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,MED rating conversion for LL Par,Medium,,True,2013-09-26T19:12:22.000+0000,False,False,005G0000002gyBkIAI,2013-09-26T18:36:30.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)262-8573,(514) 262-8573,quyen.tran@qtservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4571.0
500G000000GGiaYIAT,False,,00003720,003G0000018f7QGIAY,001G000000urMxkIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Best Environmental Technologies Inc. (Amendment),Medium,"Create Class 3 (transfer all employees from division 2 into this class) - class 3 has some benefits as class 1

Add 50% major dental with $2000 max to class 1&2

Increase LTD NEM from 4,350 to 4,700

**Additional monthly premium $413.72**",False,,False,False,005G0000002gy37IAA,2013-09-26T20:13:53.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 450-3888,,marek@gryphonbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4571.0
500G000000GGikTIAT,False,,00003721,003G0000018f6u1IAA,001G000000urMsAIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Cashable annuity inquiry,Medium,Danielle needed to make sure of the details with a cashable annuity.,True,2013-09-26T20:26:06.000+0000,False,False,005G0000002gxzdIAA,2013-09-26T20:25:28.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4571.0
500G000000GGnQzIAL,False,,00003722,003G0000018f6uxIAA,001G000000urMtTIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,CI pour personne revenant d'Afrique du Sud au Qc depuis 1 an,Medium,,True,2013-09-27T13:16:34.000+0000,False,False,005G0000002gyBkIAI,2013-09-27T13:16:27.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,877-494-4315,,caroline.lafleur@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4570.0
500G000000GGoNDIA1,False,,00003723,0030A0000029gfTQAQ,001G000000vllqbIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,# 289168 - Shah Foods Inc. O/A Booster Juice (Adding Vaccines),Medium,,True,2013-09-27T14:35:57.000+0000,False,False,005G0000002gy0UIAQ,2013-09-27T14:35:34.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4570.0
500G000000GGpNYIA1,False,,00003724,003G0000018f6RDIAY,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,279588 - Leagal Alfalfa Products Ltd. ( INC NEM LTD),Medium,"Effective Oct 1/13
From 4250 to 4700
Additional premium: 24.69",True,2013-09-27T15:47:45.000+0000,False,False,005G0000002gy3HIAQ,2013-09-27T15:47:27.000+0000,005G0000002gy0UIAQ,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(780)448-0676,,doug@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4570.0
500G000000GGqBxIAL,False,,00003725,003G0000018f6feIAA,001G000000urMsGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Quadrus H-Series,Medium,Spoke to Jean-Marc Campeau on behalf of Robin about the specifics of the H-Series of Quadrus funds.,True,2013-09-27T16:51:27.000+0000,False,False,005G0000002gxzdIAA,2013-09-27T16:50:35.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)334-7799X227,(514) 515-7507,robin@octantgp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4570.0
500G000000GGqwKIAT,False,,00003726,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Norellco Contractors Ltd. (Amendment),Medium,"Increase Life NEM from 100,000 to 150,000 effective October 1, 2013.

Additional monthly premium $51.24",False,,False,False,005G0000002gy37IAA,2013-09-27T17:49:38.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4570.0
500G000000GGrDVIA1,False,,00003727,003G0000018f7BjIAI,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,GIOs & Segs,Medium,"September 27: Met with Amy to discuss ""client control"" and address the concerns of the client.  We've come up with a couple solutions: Laddering GIOs for a portion and new seg fund product for the rest.",True,2013-09-27T18:09:18.000+0000,False,False,005G0000002gy4OIAQ,2013-09-27T18:09:04.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4570.0
500G000000GGrnxIAD,False,,00003728,0030A0000029X8zQAE,001G000000vlFNjIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Marking Services Canada - Policy# 263827,Medium,"Request by agent to quote STD and change the LTD waiting period.

Kevin emailed quotes to agent on Oct. 3/13.  aw",True,2013-10-18T18:50:42.000+0000,False,False,005G0000002gy37IAA,2013-09-27T18:51:35.000+0000,005G0000002gy2TIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(403)462-6357,,janet@integrityins.ca,(403)716-2589,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4570.0
500G000000GGs5mIAD,False,,00003729,0030A0000029gVpQAI,001G000000wjNqWIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,J & D Independent Roofing Inc. (Amendment),Medium,Increase LTD NEM,False,,False,False,005G0000002gy3gIAA,2013-09-27T19:12:53.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(781)448-1988,,david.johnson@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4570.0
500G000000GGsDhIAL,False,,00003730,003G0000018f7SiIAI,001G000000urMxRIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Email,,Miquelon Meter Services Ltd. - Policy# 268893,Medium,"Request from agent to run a quote adding ortho @ 50% & $2,500 max.",False,,False,False,005G0000002gy37IAA,2013-09-27T19:22:01.000+0000,005G0000002gy2TIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,,(780) 966-7125,klgduhamel@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4570.0
500G000000GGsUXIA1,False,,00003731,003G0000018f6pRIAQ,001G000000urMsRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,illustration spéciale,Low,"If more information is needed regarding this quote, please follow the normal procedure and forward an e-mail to Ind Client Service.

In order to get Policy Change quotes to you faster, we have had numerous requests to send the quotes electronically.   In order to determine if this would be value-added, we are piloting a new process to PDF your quotes to you.   During the pilot, we will send the paper copies through interoffice mail as per the usual process, so you'll get both an electronic copy and a paper copy.  

Thank you",True,2013-10-30T18:51:59.000+0000,False,False,005G0000002gxzjIAA,2013-09-27T19:44:03.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(450)928-1321X4259,(514) 235-7005,info@quantumsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4570.0
500G000000GGt2HIAT,False,,00003732,003G0000018f6THIAY,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,980763 Alberta Ltd. o/a Highway 28 Towing & Recovery,Medium,"Class 1: Drugs to 80% and remove ded
Change basic dental to 80%",True,2013-09-27T20:40:17.000+0000,False,False,005G0000002gy37IAA,2013-09-27T20:39:49.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 489-5704 ext 6,,murdockfinancial.heath@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4570.0
500G000000GH6PzIAL,False,,00003733,003G0000018f6SEIAY,001G000000urMvuIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Bryn Oliver Asset Allocation,Medium,"Jay wanted advice on adding Canadian Dividend to portfolio. When discussed sounded like client may also be slightly underweight US, so also suggested our Quadrus US Dividend Class",True,2013-11-07T17:52:40.000+0000,False,False,005G0000002hAGmIAM,2013-09-30T14:54:56.000+0000,005G0000002hAGmIAM,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hAGmIAM,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4567.0
500G000000GH6d2IAD,False,,00003734,003G0000018f6gYIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,TFSA - client has unused TFSA room and w/drew $17K - now wants to re-deposit,Medium,Discussed re-deposit rules with Ron.  Emailed him client material for meeting today in Barrie.  OK,True,2013-09-30T15:08:08.000+0000,False,False,005G0000002gy8RIAQ,2013-09-30T15:07:52.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,905-276-1177,,ron.bell@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4567.0
500G000000GH6eaIAD,False,,00003735,003G0000018f6pwIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Client View,Medium,Rick requested info on process to grant client ability to view portfolios (FF and LL) online.  Emailed Rick detailed process and ASR to contact.,True,2013-09-30T15:10:19.000+0000,False,False,005G0000002gy8RIAQ,2013-09-30T15:10:05.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)456-2471,(905) 796-2814,rick@rickdepriest1.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4567.0
500G000000GH81UIAT,False,,00003736,003G0000018f7r6IAA,0015o000008CyzMAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,ROR return calculation on Investment Centre,Medium,Requested explanation as to how ROR is calculated and displayed on stmts generated on Investment Centre,True,2013-09-30T16:30:49.000+0000,False,False,005G0000002gy6dIAA,2013-09-30T16:30:34.000+0000,005G0000002gy6dIAA,2025-01-07T20:43:42.000+0000,0055o0000019VX9AAM,2025-01-07T20:43:43.000+0000,(306) 986-9333,(306) 280-8767,jeff@mcgregorfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4567.0
500G000000GH8ZCIA1,False,,00003737,003G0000018f6ZIIAY,001G000000urMtBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Wolf Collision,Medium,"EE apps rec'd for Marjorie Low and David Low.  David is already on the plan so we await an Employee Change form to change his benefits.  Marjorie Low is David's wife and is applying as a new applicant.  client is deciding if they will be waiving the wp or not.  Marjories app is on my desk as well at the app for David.  David's can be thrown out when we receive the Change form.  Marjories can be sent to Inforce when the client makes a decison on her effective date.


Oct 9, 2013 - Chris dropped off the app for Marjorie and change form for David Low.  Both will be taking single coverage effective December 3, 2013",True,2013-11-19T19:44:40.000+0000,False,False,005G0000002gy7UIAQ,2013-09-30T17:07:09.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902)220-1271,(902) 220-1271,chris@cpbarrettfinancial.com,(902)425-9518,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4567.0
500G000000GH94lIAD,False,,00003738,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Gravisys Inc.,Medium,"Add an affiliate to this policy ""BRASCO SAFETY INC""",False,,False,False,005G0000002gy37IAA,2013-09-30T17:44:16.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4567.0
500G000000GHAPAIA5,False,,00003739,003G0000018f6dxIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Unlocking LIRA - 50%,Medium,Sept 19 - assisted with client request to unlock QGOF LIRA to QGOF RRSP - called Quadrus - need letter of direction.  Prepared for Rob - all OK.,True,2013-09-30T19:39:37.000+0000,False,False,005G0000002gy8RIAQ,2013-09-30T19:39:21.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(647)280-9930,,robert.dalimonte@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4567.0
500G000000GHAxuIAH,False,,00003740,003G0000018f7SoIAI,001G000000urMxXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,279818 - 850958 Alberta Ltd. OA Apollo Auto Body (Adding Ortho),Medium,"50% 
Max 2500",True,2013-09-30T19:42:38.000+0000,False,False,005G0000002gy3HIAQ,2013-09-30T19:42:13.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 490-5945,(780) 993-3822,earlshindruk@optimaxbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4567.0
500G000000GHB5uIAH,False,,00003744,003G0000018f6cOIAQ,001G000000urMqkIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,OAS clawback,Medium,Responded in detail to client email on OAS clawback.,True,2013-09-30T20:13:24.000+0000,False,False,005G0000002gy8RIAQ,2013-09-30T20:13:13.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(416)230-7945,(416) 230-7945,phil@greystonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4567.0
500G000000GHBCkIAP,False,,00003741,003G0000018f75YIAQ,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,Les clients ont jusqu'à quel âge pour transformer l'Éconovie d'une police en produit permanent stand alone? J'ai envoyé la question à Client service... à suivre!,True,2014-01-28T18:27:12.000+0000,False,False,005G0000002gy1SIAQ,2013-09-30T19:56:07.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(438)796-8689,(514) 473-8876,jean-guy.fortin@sffainc24.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4567.0
500G000000GHBKtIAP,False,,00003742,003G0000018f6WrIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,RRSP to RRIF -,Medium,Disc'd options with FF and LL segs.  Provided transfer guide and clarified loads.,True,2013-09-30T20:05:34.000+0000,False,False,005G0000002gy8RIAQ,2013-09-30T20:05:18.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(416) 903-2901,,asheet@asheetmehta.com,(647) 427-0437,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4567.0
500G000000GHBONIA5,False,,00003743,003G0000018f6ziIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Reviewed client statement of LIB plan,Medium,Explained fee for LIB rider.  Related to Info Folder.  Verified amount and prepared Tony for discussion with client.,True,2013-09-30T20:11:05.000+0000,False,False,005G0000002gy8RIAQ,2013-09-30T20:10:52.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)276-1177,(416) 845-7972,thang.do@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4567.0
500G000000GHCCrIAP,False,,00003745,003G0000018f6XCIAY,001G000000urMw7IAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Jalbert Portfolio Analysis,Low,"Working with Colleen to understand the client's investment portfolio consisting of non-reg, RRSP, RESP and TFSA accounts.  We have reviewed the portfolio details...Colleen is to meet with the client to review and discuss any potential changes with the client",False,,False,False,005G0000002hp7wIAA,2013-09-30T21:02:41.000+0000,005G0000002hp7wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(403)264-4010,(403) 471-4485,colleen@hopestate.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4567.0
500G000000GHCDtIAP,False,,00003746,003G0000018f79LIAQ,001G000000urMphIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Client concerns over US,Medium,"September 30: Had to coach Kailyn on how to deal with client concern over what's taking place in the US government.  The reality is that we don't advise clients to make changes based on ""What ifs"", so we had a discussion on how to deal with it.",True,2013-09-30T21:03:51.000+0000,False,False,005G0000002gy4OIAQ,2013-09-30T21:03:39.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,519-967-1180,,kailyn.neal@freedom55financial.com,(519) 967-1234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4567.0
500G000000GHCRvIAP,False,,00003747,003G0000018f6SzIAI,001G000000urMoGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Montpetit - Marital Breakdown question,Medium,"Client has a LIRA, James was inquiring about what form is needed to aid in the equalization of a LIRA...provided CRA form and process",True,2013-09-30T21:18:40.000+0000,False,False,005G0000002hp7wIAA,2013-09-30T21:18:24.000+0000,005G0000002hp7wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(403)681-2424,(403) 681-2424,james.mooney@practicalwealthmanagement.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4567.0
500G000000GHCWhIAP,False,,00003748,003G0000018f7GaIAI,001G000000urMnYIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,ROP vs discount reduction,Medium,"is it worth having ROPE on Dental student contracts if it reduces future discounts
ROP IRR lower but still worth it",True,2013-11-15T05:34:15.000+0000,False,False,005G0000002hHYOIA2,2013-09-30T21:25:45.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4567.0
500G000000GHDExIAP,False,,00003749,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Dar-Kai Enterprises Ltd. (Amendment),Medium,"Increase NEM for Life to 175,000 (class 1 & 3)

Increase NEM for LTD to 3,100 (class 1 & 3)

Remove ALL Dental care

Additional monthly premium $99.10",False,,False,False,005G0000002gy37IAA,2013-09-30T22:26:10.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4567.0
500G000000GgS3FIAV,False,,00003750,003G0000018f6jNIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Investment Loan,Medium,Michael needed some clarification on the investment loan process and rates.,True,2013-10-01T14:18:56.000+0000,False,False,005G0000002gxzdIAA,2013-10-01T14:18:17.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)586-6661,(514) 586-6661,jingsong.zheng55@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4566.0
500G000000GgSFUIA3,False,,00003751,003G0000018f7IsIAI,001G000000urMqpIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,H Series,High,"John has a husband and wife client that has over $500,000 in investments with him in both third party funds and quadrus funds, and FEL and DSC. He wanted to know what he could do to help lower the costs for his clients and was looking into the H Series.",True,2013-10-01T14:48:23.000+0000,False,False,005G0000002gyEsIAI,2013-10-01T14:45:11.000+0000,005G0000002gyEsIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)363-5800X150,,john@maia.team,(905)363-7771,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgT0FIAV,False,,00003752,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,276049 - Highmark Mechanical Inc. (NEM INC),Medium,"Life from 50K to 90K
STD from 500 to 600
LTD from 1000 to 1200",True,2013-10-01T15:13:31.000+0000,False,False,005G0000002gy37IAA,2013-10-01T15:11:50.000+0000,005G0000002gy0UIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgTgfIAF,False,,00003753,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Paradise Trucking Ltd. (Amendment),Medium,"Increase STD NEM from 600 to 900.  Increase LTD overall max from 4,000 to 6,000",False,,False,False,005G0000002gy37IAA,2013-10-01T15:54:29.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgV7wIAF,False,,00003754,003G0000018f6RDIAY,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,233431 - 332860 Alta Ltd. O/A Frank's Sandblasting & Painting,Medium,"Changed WP to 6mth
Cap drugs at 3000
Change compression hose to $250 max",True,2013-10-01T17:10:13.000+0000,False,False,005G0000002gy3HIAQ,2013-10-01T17:09:41.000+0000,005G0000002gy0UIAQ,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(780)448-0676,,doug@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgVM5IAN,False,,00003755,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Lash Enterprises 231953 - various changes amendment,Medium,additonal prem 4190.81,True,2013-10-01T17:30:07.000+0000,False,False,005G0000002gy2oIAA,2013-10-01T17:29:53.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgW8cIAF,False,,00003756,003G0000018f7k6IAA,001G000000urMzRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Hammond Dental Centre,High,Amendment to ADD Health and Dental. Also change Life benefit on both classes to 1x salary.,True,2013-10-03T17:21:42.000+0000,False,False,005G0000002gyBCIAY,2013-10-01T18:13:59.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902)446-3900,(902) 222-1346,sharon@lifequestfinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,Quotation,1.0,0.0,0.0,,False,4566.0
500G000000GgWEbIAN,False,,00003757,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client concerned over return,Medium,"October 1: Met with Kathy today to help her address some client concerns.  We discussed positioning around reviewing if things have changed for the client, if they haven't reviewing portfolio insights would be good.",True,2013-10-01T18:28:54.000+0000,False,False,005G0000002gy4OIAQ,2013-10-01T18:24:45.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgWuqIAF,False,,00003758,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Transfer guidelines from Freedom,Medium,Sophie needed to clarify some transfer guidelines for switching from Freedom funds to London Life,True,2013-10-01T19:03:49.000+0000,False,False,005G0000002gxzdIAA,2013-10-01T19:02:59.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgWzRIAV,False,,00003759,003G000001B488BIAR,001G000000vlEq9IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Boden Fabricating & Metal Products Ltd. (Amendment),Medium,"Remove Short Term Disability effective Oct 1, 2013",False,,False,False,005G0000002gy37IAA,2013-10-01T19:07:25.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 449-5516,,kempfinancial@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgX68IAF,False,,00003760,003G000001C49a1IAB,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Group RRSP inquiry,Medium,Haig had an opportunity for a group RRSP case and needed assistance on how to proceed.,True,2013-10-01T19:14:45.000+0000,False,False,005G0000002gxzdIAA,2013-10-01T19:13:59.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514) 331-5838 x366,,haig.liberian@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgXnMIAV,False,,00003761,003G000001IkUyRIAV,001G000000urMpbIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Positioning a rating,Medium,"Discussed a case with Mitchell, client approved with rating for Life and declined for CI and DI. Frequent marijuana use. Explained how lifestyle affects underwriting and why.",True,2013-10-01T19:59:59.000+0000,False,False,005G0000002gyG3IAI,2013-10-01T19:59:34.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519) 967-1180 X 266,,mitchell.boucher@freedom55financial.com,(519) 967-1234,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgY1pIAF,False,,00003762,003G0000018f6kJIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Funding of life policy from seg fund,Medium,Emailed Colleen Feher for Dennis to confirm procedure.  Dennis very appreciative,True,2013-10-01T20:16:06.000+0000,False,False,005G0000002gy8RIAQ,2013-10-01T20:15:51.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)276-1177,,dennis.lamarre@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4566.0
500G000000GgYE1IAN,False,,00003763,003G0000018f6dxIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Reduce withholding taxes by starting RRSP & T2013 form,Medium,"Sept 30 - Rob introduced Sam Kalogiros, new advisor (not on SF) and asked for assitance on case.  Engineer investor wants to reduce withholding taxes.  I recommended starting RRSP & T2013 form. Gave Sam RRSP info and CRA form.  Ok for now.",True,2014-03-14T19:50:38.000+0000,False,False,005G0000002gy8RIAQ,2013-10-01T20:28:07.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(647)280-9930,,robert.dalimonte@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4566.0
500G000000GgYG1IAN,False,,00003764,003G0000018f6dxIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Seg fund compliance policy re: out of province,Medium,"Rob asked for help to answer John Armstrong's query on seg fund compliance policy re: out of province.  Emailed Debbie Scott - suggested Bruce Smith  

>>Oct 1 - gave Rob Earleen Moulton's name - LL compliance.",True,2013-10-01T20:31:16.000+0000,False,False,005G0000002gy8RIAQ,2013-10-01T20:31:08.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(647)280-9930,,robert.dalimonte@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Concept,0.0,0.0,0.0,,False,4566.0
500G000000GgYiBIAV,False,,00003765,003G0000018f7YqIAI,001G000000urN61IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Balanced Income Portfolios,Medium,"Asked to provide an update on the three funds they curently use i.e. GWL Mackenzie Balanced, GWL CI Balanced Income and GWL Pyramis Balanced Income. Also wanted me to update them on two similar funds that were performing better. Emailed him updates on GWL Templeton Balanced Income and GWL Core Balanced Funds.",True,2013-10-01T21:23:07.000+0000,False,False,005G0000002gy4kIAA,2013-10-01T21:22:18.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905) 336-9941,,ronr@todaytomorrow.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4566.0
500G000000GgZ1RIAV,False,,00003766,003G0000018f7YrIAI,001G000000urN61IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Balanced Income Portfolios,Medium,"Asked to provide an update on the three funds they curently use i.e. GWL Mackenzie Balanced, GWL CI Balanced Income and GWL Pyramis Balanced Income. Also wanted me to update them on two similar funds that were performing better. Emailed him updates on GWL Templeton Balanced Income and GWL Core Balanced Funds.",True,2013-10-01T21:27:36.000+0000,False,False,005G0000002gy4kIAA,2013-10-01T21:26:51.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905) 336-9941,,justinr@todaytomorrow.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4566.0
500G000000GgZJpIAN,False,,00003767,003G0000018f7K2IAI,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Speeders Indoor Prokarts (Amendment),Medium,"Change waiting period from 12 months to 6 months effective Sept 1/13

Does not affect any employees as there is currently no one in the waiting period",False,,False,False,005G0000002gy37IAA,2013-10-01T21:54:52.000+0000,005G0000002gy3WIAQ,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8909,,john@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4566.0
500G000000GgdemIAB,False,,00003768,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Bob Antenbring policy valuation,Medium,"George wants to see what options this client has for rolling his personal owned policy into corp .......policy is paid up now and was previously set up as personal owned, corp paid....client t4'd himself every year for premium.....George wants to work with Element and Element for policy valuation",True,2014-06-02T19:26:43.000+0000,False,False,005G0000002gy1HIAQ,2013-10-02T14:29:28.000+0000,005G0000002gy1HIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1HIAQ,,,,,,,0.0,0.0,0.0,,False,4565.0
500G000000GgdgKIAR,False,,00003769,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Dave Provinciano policy options,Medium,"Oct 2nd, george wants to see options for this clients inforce policy.....failed premium offset, client doesnt really want to pay anymore, past issues have now been resolved....george feels he needs to discuss various options with client to show him benefits of paying, RPU, policy change etc.",True,2014-06-02T19:26:21.000+0000,False,False,005G0000002gy1HIAQ,2013-10-02T14:31:40.000+0000,005G0000002gy1HIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1HIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4565.0
500G000000Ggf36IAB,False,,00003770,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,229842 Lloydminster Animal - delete class 4,Medium,,True,2013-10-02T16:17:42.000+0000,False,False,005G0000002gy2oIAA,2013-10-02T16:17:31.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4565.0
500G000000GgfnHIAR,False,,00003771,003G0000018f7CuIAI,001G000000urMoGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,More Information Required,Product Question,In Person,,Investment Profile Change and Mutual Fund re-allocation,Medium,"Met with Mike to discuss existing portfolios of two clients.  Combined assets fmv look to qualify for preferred series and Mike is wanting to transition clients in most efficient way from exisitng funds.  Advised Mike to first check on DSCs, complete new Voyageur qeustionnaire and to meet again to discuss new strategy.",False,,False,False,005G0000002hp7wIAA,2013-10-02T16:57:19.000+0000,005G0000002hp7wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(403)521-6370,(403) 680-7300,mike@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4565.0
500G000000Ggh7xIAB,False,,00003772,003G0000018f6pwIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,100 year old with FF policy,Medium,Rick asked for info on maturity at age 100.  See my email of Oct 2 with details from Info Folder and tax implications.,True,2013-10-02T18:22:35.000+0000,False,False,005G0000002gy8RIAQ,2013-10-02T18:22:27.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)456-2471,(905) 796-2814,rick@rickdepriest1.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4565.0
500G000000GglpsIAB,False,,00003773,003G0000018f6hmIAA,001G000000urMuyIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,Product Question,In Person,,Product Question,Medium,"Met with Peter to review Old to New fund opportunities, Peter had given us a list of potential clients review the individual cases with Peter who will gather more information.

Peter should an interest in having a meeting to review LIB & HNW products. 
Also looking for RESP mackenzie fund information - furnished Wed Oct 2nd.

Will be following up with Peter on a standard IPS.",False,,False,False,005G0000004dLs8IAE,2013-10-03T03:07:30.000+0000,005G0000002gy6cIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)332-6633,,peter@c2inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dLs8IAE,,,,,,Analysis Document,0.0,0.0,0.0,,False,4565.0
500G000000GgnItIAJ,False,,00003774,003G0000018f6b9IAA,001G000000urMvRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Client qui paie 150K$ de primes en AV (Marc Amirault),Medium,"Ce client veut savoir s'il peut arrêter de payer après 5 ans. Donc on est allé le rencontrer pour lui expliquer les bénéfices de continuer à payer la primes + les conséquences d'un RPU (non-exempt) et du congé de primes.

Il s'agit d'un concept de split en AV qui avait été travaillé avec Nicolas à l'époque.

En même temps, on a essayé de vendre le même concept à 2 actionnaires minoritaires. Ils n'en sont pas encore rendus là.",True,2014-05-13T18:33:23.000+0000,False,False,005G0000002gy8dIAA,2013-10-03T12:58:56.000+0000,005G0000002gy8dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)789-2220,,terry@donvito-oneill-gagne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8dIAA,,,,,,,0.0,0.0,0.0,,False,4564.0
500G000000GgnJmIAJ,False,,00003775,003G0000018f6b9IAA,001G000000urMvRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Split dollar Thomas O'Connel,Medium,"Client veut savoir quelle est la portion épargne de sa Vie20p...

On lui a mentionné que c'était impossible, mais à l'époque, Nicolas avait trouvé une façon de lui montrer... même s'il disait que son chiffre n'avait aucune justification.

Je me retrouve évidemment avec le problème aujourd'hui. J'ai parlé au client et bâti un spreadsheet. Le client est content.",True,2014-05-13T18:33:55.000+0000,False,False,005G0000002gy8dIAA,2013-10-03T13:01:13.000+0000,005G0000002gy8dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)789-2220,,terry@donvito-oneill-gagne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8dIAA,,,,,,,0.0,0.0,0.0,,False,4564.0
500G000000Ggo0rIAB,False,,00003776,003G0000018f6h0IAA,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Inforce policy question,Low,Wanted to know how to illustrate a pay day quote for client,True,2013-10-03T14:01:02.000+0000,False,False,005G0000002gy9KIAQ,2013-10-03T14:00:43.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)242-9648,(514) 242-9648,arlene@kiplingfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4564.0
500G000000Ggo2EIAR,False,,00003777,003G0000018f6f8IAA,001G000000urMvQIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Paying off policy loan - tax implications,Low,"Gave Laurent general information, but referred him to customer service",True,2013-10-03T14:02:35.000+0000,False,False,005G0000002gy9KIAQ,2013-10-03T14:02:22.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)849-3261,(514) 814-6845,laurent.cauchi@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4564.0
500G000000GgpzDIAR,False,,00003778,003G0000018f7DMIAY,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Upgrade Eligibility,Medium,DIscussed the possibility for upgrade with and without ROP,True,2013-10-03T16:53:35.000+0000,False,False,005G0000002gyB3IAI,2013-10-03T16:13:44.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(709)682-1543,(709) 682-1543,darrell@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4564.0
500G000000GgqVsIAJ,False,,00003779,003G0000018f7p9IAA,001G000000urMwpIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Kambrock Contract Services Inc.,Medium,Amendment to add Drug Card effective October 1.,True,2013-10-03T16:56:32.000+0000,False,False,005G0000002gy3HIAQ,2013-10-03T16:53:53.000+0000,005G0000002gy5hIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(403) 754-1349,(403) 350-0130,gerittpatton@pattonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4564.0
500G000000GgufRIAR,False,,00003780,003G0000018f6dFIAQ,001G000000urMozIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Canada Life Client,Medium,"Blair has an existing client who has 350,000 with Canada Life as well. I put together an analysis of their Canada Life products and most are Laketon products we have on our shelf as well. I built him a portfolio and recommended a course of action.",True,2013-10-03T21:53:09.000+0000,False,False,005G0000002gyFjIAI,2013-10-03T21:52:47.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(204)228-6200,(204) 228-6200,blair@worbfinancial.com,,,,,,,,,,,Canada Life,Canada Life,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Quotation,0.0,0.0,0.0,,False,4564.0
500G000000GguxhIAB,False,,00003781,003G0000018f6RvIAI,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Preferred Series 2 for long term client,Medium,Craig has a client which he's had for some time. The client has nearly 1 million with Craig and he's looking at saving the client some money. I told Craig I would put together a balanced portfolio for his client and show him how much the client would save retail vs HNW series.,True,2013-10-03T22:28:17.000+0000,False,False,005G0000002gyFjIAI,2013-10-03T22:27:56.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(204) 489-1012 x315,,craig.thompson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Quotation;Analysis Document,1.0,0.0,0.0,,False,4564.0
500G000000Ggz6sIAB,False,,00003782,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Conquest Coil 281663 - various changes,Medium,,True,2013-10-04T14:27:24.000+0000,False,False,005G0000002gy2oIAA,2013-10-04T14:27:11.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4563.0
500G000000Gh09cIAB,False,,00003783,003G0000018f6fUIAQ,001G000000urMwFIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Product Question,Medium,"John's moving $500k to Preferred Series 2 and wanted to know info about pricing vs. Preferred Series 1, how comp worked, and what was deductible if anything.  Put together piece via email.",True,2015-01-21T18:38:10.000+0000,False,False,005G0000002gy5oIAA,2013-10-04T15:28:38.000+0000,005G0000002gy5oIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519)885-5177,(519) 590-5474,john@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5oIAA,,,,,,,0.0,0.0,0.0,,False,4563.0
500G000000Gh0E0IAJ,False,,00003784,003G0000018f707IAA,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,DI QUOTE Process,Medium,Finn wanted to know what was needed for a DI quote. Gave him the info.,True,2013-11-19T15:29:50.000+0000,False,False,005G0000002gyG3IAI,2013-10-04T15:43:23.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519)966-4400,51299963466,gfinnerty@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4563.0
500G000000Gh0OQIAZ,False,,00003786,003G0000018f7GwIAI,001G000000urMtfIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Rebalancer portefeuille,Medium,suite aux recommandations qui n'avait pas été effectué par le conseiller en 2012... nous rebalancons le portefeuille afin de rspecter le profil,True,2014-02-24T17:25:15.000+0000,False,False,005G0000002hp7hIAA,2013-10-04T16:52:43.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,418-543-4471,(418) 290-6479,mario.guimond@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4563.0
500G000000Gh1H3IAJ,False,,00003785,003G0000018f7BsIAI,001G000000urMtaIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Rebalancer portefeuille,Medium,Client ne respecte pas son profil initial,True,2013-10-04T16:48:29.000+0000,False,False,005G0000002hp7hIAA,2013-10-04T16:47:27.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4563.0
500G000000Gh3V7IAJ,False,,00003787,003G0000018f7xiIAA,001G000000urN7JIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Death Benefit Guarantee over age 80,Medium,,True,2013-10-04T18:46:10.000+0000,False,False,005G0000002gy6dIAA,2013-10-04T18:45:45.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(204)272-9670,,stephen@entrustfs.ca,,,,,,,,,,,Canada Life,Canada Life,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4563.0
500G000000Gh4ZZIAZ,False,,00003788,003G0000018f7StIAI,001G000000urMx8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"272340 Amalco Management Ltd. (Rem Deductibles, Inc Parameds, Inc LTD max/nem)",Medium,"Remove HC/DC deductibles
Increase parameds to $750
Increase LTD max to 5K, NEM to 3400",True,2013-10-04T20:02:40.000+0000,False,False,005G0000002gy37IAA,2013-10-04T20:02:25.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 415-5754,,gshields@lloydsadd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4563.0
500G000000Gh5JSIAZ,False,,00003789,003G0000018f6lqIAA,001G000000urMrBIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,RPU for Wang (MEd1),High,,True,2013-10-04T21:02:18.000+0000,False,False,005G0000002gy2wIAA,2013-10-04T21:01:23.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)477-0707,(647) 406-1698,liangzhi.luo@happylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4563.0
500G000000GhDFnIAN,False,,00003790,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Marketing material for juvenile policies,Medium,Client would like to buy life insurance for his grand-children,True,2013-10-06T20:13:22.000+0000,False,False,005G0000002gyBkIAI,2013-10-06T20:13:01.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4561.0
500G000000GhF3LIAV,False,,00003791,003G0000018f7w7IAA,001G000000urN44IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Client Joanne XXXX,Medium,"Proposal sent. $225K
Spoke with Wayne twice this summer on this case. He insisted it was still in play, so i updated proposal. Extend now to Dec 31 2014",True,2014-12-07T13:02:41.000+0000,False,False,005G0000002gy8WIAQ,2013-10-07T08:23:22.000+0000,005G0000002gy8WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(705)949-1316,(705) 542-7665,wayne@ourfinancialplans.ca,,,,,,,,,,,Followed Wayne on this case for a 18 months. Client no longer responding to advisors efforts,Other,,,0.0,,,0.0,False,Followed Wayne on this case for a 18 months. Client no longer responding to advisors efforts,,,,,005G0000002gy8WIAQ,,,,,,,0.0,0.0,0.0,,False,4560.0
500G000000GhHXQIA3,False,,00003792,003G0000018f7bXIAQ,001G000000urNB4IAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Bruce and Carol Woods-Review other advisor tax and estate suggestions,Low,"Reviewed the material and spoke to Audrey and Wayne (her husband and the CGA doing work for hte client) today to clarify my e-mail., Discussed dual wills, selling policy into corporation etc.",True,2013-10-07T15:05:32.000+0000,False,False,005G0000002gxzcIAA,2013-10-07T15:04:39.000+0000,005G0000002gxzcIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519) 364-7526,,audrey@keipfinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gxzcIAA,,,,,,,0.0,0.0,0.0,,False,4560.0
500G000000GhJ8mIAF,False,,00003793,003G0000018f6tdIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Investment Loan,Medium,Huutai needed some details regarding the Solutions Banking promotion of 0.25% cash back for eligible clients.,True,2013-10-07T16:46:06.000+0000,False,False,005G0000002gxzdIAA,2013-10-07T16:45:17.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)931-4242,(514) 603-9577,huutai.le@huutaifinservices.com,(514)931-3971,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4560.0
500G000000GhJB7IAN,False,,00003794,003G000001C3Z61IAF,001G000000wjNrYIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Orion Environmental Services Ltd. (AMENDMENT),Medium,Split rates for DC & VC,False,,False,False,005G0000002gyDnIAI,2013-10-07T16:47:20.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 459-3343 x267,,donald.robertson@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4560.0
500G000000GhJqZIAV,False,,00003795,0030A0000029fLAQAY,001G000000wjNrYIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,All Rock Masonry (AMENDMENT),Medium,"Added a new employee, added CI and Ltd, removed parameds",False,,False,False,005G0000002gyDnIAI,2013-10-07T17:33:37.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780)431-0527,(780) 953-1487,krystle.bouvier@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4560.0
500G000000GhKTqIAN,False,,00003796,003G0000018f6bTIAQ,001G000000urMsAIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Split$ client objection: personnal tax rate...taxable benefit on ROP doesn't make the concept interesting,High,,True,2013-11-11T20:07:01.000+0000,False,False,005G0000002gyBkIAI,2013-10-07T18:17:33.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(514)335-4260,(514) 346-1212,earbour@sfea.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4560.0
500G000000GhKiqIAF,False,,00003797,003G0000018f7N6IAI,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Foregin Residence and Life Ins,Medium,"Mike had a case where the wife was canadian and the huband was american, both living in theUS and he wanted to insure the husband.
I led him to the LL software section of Underwriting and the guidelines for Foreign Residence. Based on the guidelines, the husband would not qualify.",True,2013-10-07T18:34:22.000+0000,False,False,005G0000002gyG3IAI,2013-10-07T18:33:32.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,519-967-1180,,michael.oleynik@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4560.0
500G000000GhL3fIAF,False,,00003798,0030A0000029pnEQAQ,001G000000wjNqXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,288611 BHD Tubular - transfer of ownership,Medium,,True,2013-10-07T18:55:31.000+0000,False,False,005G0000002gy2tIAA,2013-10-07T18:55:17.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(587)686-4381,,regan.schiller@wellington-altus.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4560.0
500G000000GhLvlIAF,False,,00003799,0030A0000029fbkQAA,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Group Life Conversion Flynn,Medium,Mr. Flynn is an ex employee from one of Pat's groups (Anthony Screw Products) and he's looking for information on the group life conversion.,True,2017-03-06T21:05:58.000+0000,False,False,005G0000002gy2jIAA,2013-10-07T19:48:39.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)319-7021X222,905-979-0317,pat@donnellfinancial.com,(905)319-7020,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4560.0
500G000000GhMAbIAN,False,,00003800,003G0000018f7SfIAI,001G000000urMxEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Alberta College of Social Workers (Amendment),Medium,"Change minimum # of hours to be eligible for benefits to 15

Amend waiting period for new employees from 3 to 6 months effective April 1, 2013",True,2013-10-07T20:05:12.000+0000,False,False,005G0000002gy37IAA,2013-10-07T20:04:49.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 669-9147,,tracy@dfsinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4560.0
500G000000GhadWIAR,False,,00003801,003G0000018f7PlIAI,001G000000urNBEIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Waterford Staffing,High,Backdate ee termination past 4 month rule,True,2013-10-08T13:08:02.000+0000,False,False,005G0000002gyAEIAY,2013-10-08T13:07:46.000+0000,005G0000002gyAEIAY,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519)746-2600,,ibrown@integratis.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4559.0
500G000000Ghc6AIAR,False,,00003802,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,259354 Morad Communications Ltd. (Multiple Changes),Medium,"Inc Life NEM to 150K
Inc LTD NEM to 3750, change offset to 6 (keep own job)
Change to private hospital
Add Vaccines",True,2013-10-08T15:08:55.000+0000,False,False,005G0000002gy0UIAQ,2013-10-08T15:06:36.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4559.0
500G000000Ghd3qIAB,False,,00003803,003G0000018f6q7IAA,001G000000urMtbIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Pelletier Daniel,Medium,Annual review necessary to keep client in the books,True,2014-01-23T18:41:03.000+0000,False,False,005G0000002gy8MIAQ,2013-10-08T16:15:19.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(418)549-7747,(418) 812-2000,jpgauvreau@lussier.co,,,,,,,,,,,Nayional Bank,Other,,,0.0,,,0.0,False,Nayional Bank,,,,,005G0000002gy8MIAQ,,,,,,Presentation,5.0,0.0,0.0,,False,4559.0
500G000000Ghe2eIAB,False,,00003804,0030A0000029l3BQAQ,001G000000wjNqXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Air Extreme Inc. (AMENDMENT),Medium,"created management class: changed drug limit to 15K, added costco plan

changed all other ee's class HC co-insurance to 80% and paramends to %750, drug coinsurance to 80% and added costco plan.",True,2013-10-08T17:22:01.000+0000,False,False,005G0000002gyDnIAI,2013-10-08T17:21:39.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780)431-0527,,gilbert.zolondek@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4559.0
500G000000GherQIAR,False,,00003805,003G0000018f7SpIAI,001G000000urMxMIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"279224 - Maxx North American Services (Add HSP, INC VC and DC max)",Medium,"Changes for class 2 only:

HSP - Owner 2300
Inc VC 300/24 - 12
Inc DC 2500",True,2013-10-08T18:25:50.000+0000,False,False,005G0000002gy37IAA,2013-10-08T18:25:29.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 705-7800,,phil_jones1@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4559.0
500G000000GhfoZIAR,False,,00003806,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Mediaco (Amendment),Medium,"Increase dependent life to $10,000 for spouse and $5,000 for child effective October 1, 2013

Additional monthly premium $20.40",True,2013-10-08T19:16:09.000+0000,False,False,005G0000002gy37IAA,2013-10-08T19:15:44.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4559.0
500G000000GhfyAIAR,False,,00003807,003G0000018f7xiIAA,001G000000urN7JIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Looking for Listing/Info on all Corp Class Funds,Medium,,True,2013-10-08T19:26:11.000+0000,False,False,005G0000002gy6dIAA,2013-10-08T19:25:50.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(204)272-9670,,stephen@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4559.0
500G000000Ghg2qIAB,False,,00003808,003G0000018f6anIAA,001G000000urMnaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Leverage Concerns,High,Mike is concerned with his clients ability to leverage the corp product personally,True,2013-11-29T18:41:26.000+0000,False,False,005G0000002hHYOIA2,2013-10-08T19:32:14.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(604)685-6521,(604) 617-4123,michael@etheringtonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,3.0,0.0,0.0,,False,4559.0
500G000000GhgBYIAZ,False,,00003809,003G0000018f6cVIAQ,001G000000urMu3IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Scoliosis and Life Insurance,Low,"Client has Scoliosis, John wanted to know if there would be a rating for LI. I contacted an underwriter as the information was unavailable in life connection. I emailed John the answer.",True,2013-10-08T19:43:16.000+0000,False,False,005G0000002gyBtIAI,2013-10-08T19:43:04.000+0000,005G0000002gyBtIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)898-3456,(416) 910-0788,john@holt-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4559.0
500G000000GhgOiIAJ,False,,00003810,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Kencor Heavy Hauling Ltd. - Policy # 267620,Medium,Provide amendment quote to remove HC & add LTD.  Oct. 8/13 aw,False,,False,False,005G0000002gy37IAA,2013-10-08T19:59:04.000+0000,005G0000002gy2TIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4559.0
500G000000GhmcTIAR,False,,00003811,003G0000018f7YwIAI,001G000000urN5CIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Replacing a Competitor plan with a Protector,Medium,"Celeste needed assistance with an occupation class selection to replace an existing Competitor plan with a Protector 40260728.

Also needed assitance with completion of the application.",True,2017-03-06T21:06:34.000+0000,False,False,005G0000002gy2jIAA,2013-10-09T15:10:31.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905) 648-6767 x225,,cheyerichs@stoneridgeinsurance.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4558.0
500G000000GhmtPIAR,False,,00003812,003G0000018f6vFIAQ,001G000000urMolIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Corporate client PS2 calculations,Medium,Cory having tough time determining math on IMF and AMS fees.,True,2013-11-07T17:51:21.000+0000,False,False,005G0000002hAGmIAM,2013-10-09T15:25:10.000+0000,005G0000002hAGmIAM,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(306)260-5525,,cory@spanierfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hAGmIAM,,,,,,,1.0,0.0,0.0,,False,4558.0
500G000000Ghn5pIAB,False,,00003813,0035o000007KuZSAA0,001G000000urN5AIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - DARTS,Medium,An employee of one of her groups is retiring and requires information on the group life conversion.,True,2017-03-06T21:06:58.000+0000,False,False,005G0000002gy2jIAA,2013-10-09T15:38:37.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)777-9990X202,,rmarsh@bisinc.ca,(905)777-9990,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4558.0
500G000000GhnI0IAJ,False,,00003814,003G0000018f7AnIAI,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Special quote UL,High,Spoke to Ned today regarding a joint 1st last to die conversion for the Ovanins. Requested two quotes from Special Quotes so the clients had some options. 50and 100K,True,2013-10-09T15:53:32.000+0000,False,False,005G0000002gyG3IAI,2013-10-09T15:52:52.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519)551-7842,(519) 551-7842,ned@peacockplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4558.0
500G000000GhnIjIAJ,False,,00003815,003G0000018f794IAA,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Chinese client(s) closing,High,"Advisor worked with two Chinese clients, need support for the langue for the language reason. Attended the client meeting and closed with total amount of approx. $370,000 for both the husband and wife. All the money is in LIB.",True,2013-10-09T15:54:17.000+0000,False,False,005G0000002gyCuIAI,2013-10-09T15:53:32.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,Marketing Piece;Concept,1.0,0.0,0.0,,False,4558.0
500G000000GhnbqIAB,False,,00003816,0030A0000023zAUQAY,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Outlaw HDD Ltd. (Amendment),Medium,"Added MRP effective April 1, 2013.  $10,000 MRP Healthcare (including Visioncare) and Dental for Owner & Senior Executives Donovan Robb & Shawna Neeves",True,2013-10-09T16:16:19.000+0000,False,False,005G0000002gy37IAA,2013-10-09T16:15:41.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 429-9228,,kristin@vanta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4558.0
500G000000GhnjaIAB,False,,00003817,003G0000018f7XtIAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Lishman,Medium,Rob agreed to look after this group life conversion for a Burlington client.,True,2017-03-06T21:07:38.000+0000,False,False,005G0000002gy2jIAA,2013-10-09T16:24:56.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(905) 639-6443 ext 25,,ralexander@baywestgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4558.0
500G000000Ghoz0IAB,False,,00003818,003G0000018f7qCIAQ,001G000000urN6eIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,264134 - Java Post Production - Ex-Gratia Request for Karen Plumb,Medium,Employee used psychologist services back in February 2012.  The psychologist billed employee on April 2013 and sent receipt for payment in June 2013.  The 15 month cut off for claims had passed and claim was declined because of this.  Client didn't have any documentation to submit claim within 15 month cutoff so submitting ex-gratia request.,True,2013-11-04T15:59:29.000+0000,False,False,005G0000002gyBqIAI,2013-10-09T17:49:15.000+0000,005G0000002gyBqIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(306) 757-4646,(306) 596-3820,nwolfond@wolfondfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBqIAI,,,,,,,3.0,0.0,0.0,,False,4558.0
500G000000Ghp2EIAR,False,,00003819,003G0000018f70dIAA,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,RRIF case,Medium,RRIF discussion w/ Andrew Jones.  Helped update RRIF app and show Andrew how it worked.,True,2013-10-09T17:53:47.000+0000,False,False,005G0000002gy5oIAA,2013-10-09T17:53:32.000+0000,005G0000002gy5oIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519)520-0994,(519) 520-0994,andrew@ajfinancial.ca,,,,,,,,,,,"None, internal money",Other,,,0.0,,,0.0,False,"None, internal money",,,,,005G0000002gy5oIAA,,,,,,,0.0,0.0,0.0,,False,4558.0
500G000000Ghp54IAB,False,,00003820,003G0000018f6fUIAQ,001G000000urMwFIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Preferred Series 2,Medium,"John is looking to move $500k (approx) into Preferred Series 2.  Had questions about compensation and fees, what funds were eligible and so on, and wanted comparison to minimum fees on P1.",True,2013-10-09T17:57:14.000+0000,False,False,005G0000002gy5oIAA,2013-10-09T17:56:47.000+0000,005G0000002gy5oIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519)885-5177,(519) 590-5474,john@loftwmg.ca,,,,,,,,,,,None,Other,,,0.0,,,0.0,False,None,,,,,005G0000002gy5oIAA,,,,,,,0.0,0.0,0.0,,False,4558.0
500G000000GhpmCIAR,False,,00003821,003G0000018f7GZIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Unlocking from Lira to due hardship,High,"We discussed the rules, the Unlocking Form #6, and other issues.  The client is about to file a bankruptcy so I suggested he discuss getting legal advice since unlocking the LIRA could then be attacked under bankruptcy filing",True,2013-10-09T18:42:17.000+0000,False,False,005G0000002gy7yIAA,2013-10-09T18:42:10.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,905-276-1177,(416) 708-1667,derek.wiens@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4558.0
500G000000GhqfuIAB,False,,00003823,003G0000018f6WuIAI,001G000000urMmwIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,HNW Pricing and Fund Marketing,High,HNW pricing options presentation guide,False,,False,False,005G0000002gy1jIAA,2013-10-09T19:59:52.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(250)415-2151,,derek.graham@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000ar0lIAA,,,Marketing Piece;Presentation;Concept,0.0,0.0,0.0,,False,4558.0
500G000000GhqzHIAR,False,,00003822,003G0000018f6vrIAA,001G000000urMunIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,HNW Pricing and Fund Marketing,Medium,Chris and I met with her to discuss Fixed Income Funds and Fund strategies using some of our new Funds. We alos reviewed the HNW pricing opportunities. We will provide her with a customized reference package she can use with clients.,True,2014-09-18T19:46:06.000+0000,False,False,005G0000002gy1jIAA,2013-10-09T19:53:07.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(250)475-1108,(250) 727-1287,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aVJMIA2,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4558.0
500G000000GhrKtIAJ,False,,00003824,003G000001F3OISIA3,001G000000yXeh6IAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,273407 Buckler Transport - open enrollment $883.59 add prem,Medium,,True,2013-10-09T20:21:42.000+0000,False,False,005G0000002hMj8IAE,2013-10-09T20:21:28.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780) 454-6505,,paulharrison@telus.net,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hMj8IAE,,,,,,,0.0,0.0,0.0,,False,4558.0
500G000000GhrwJIAR,False,,00003825,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Credit Counselling Society of British Columbia (Amendment),Medium,"Add contact effective October 1, 2013

Additional monthy premium $360",True,2013-10-09T21:10:13.000+0000,False,False,005G0000002gy37IAA,2013-10-09T21:07:11.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4558.0
500G000000GhvhDIAR,False,,00003826,003G0000018f6mVIAQ,001G000000urMt7IAE,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Dr Hundal - claim stress/burnout,Medium,Client lost her son in a motorcycle accident and has been off work since August. She is currently satisfiying waiting period. Client sold her parctice prior to her son's death and was in the process of acquiring to other practices in the Valley. She is concerned that claim will be declined if these acquisition go through. She has confirmed that she is not handling these acquisition and has not returned to work since Aug.,False,,False,False,0050A000000qZknQAE,2013-10-10T13:16:28.000+0000,005G0000002gyCxIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902)448-1035,(902) 448-1035,wmcguire@vineandstory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qZknQAE,,,,,,,0.0,0.0,0.0,,False,4557.0
500G000000GhvzlIAB,False,,00003827,003G000001D2BahIAF,001G000000urMt7IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Client owes money on Par policy,Medium,We reveiwed client's options and I referred her to client service for more details and options on the policy.,False,,False,False,0050A000000qZknQAE,2013-10-10T13:51:49.000+0000,005G0000002gyCxIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(902)220-9292,(902) 220-9292,jen@jenheaney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qZknQAE,,,,,,,0.0,0.0,0.0,,False,4557.0
500G000000GhwUiIAJ,False,,00003828,003G0000018f7M8IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,289913 - 1652753 Alberta Ltd. (Adding Costco),Medium,"Adding Costco drugs
No change in rates",True,2013-10-10T14:25:36.000+0000,False,False,005G0000002gy3HIAQ,2013-10-10T14:25:04.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(587)525-6089,780 886 9795,nshah@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4557.0
500G000000GhwcnIAB,False,,00003829,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,249487 - Mediaco the presentation company (INC NEM LIFE/LTD),Medium,"LIFE from 180K to 200K
LTD from 4700 to 5050",True,2013-10-10T14:43:18.000+0000,False,False,005G0000002gy3HIAQ,2013-10-10T14:43:02.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4557.0
500G000000GhxK5IAJ,False,,00003830,003G000001IkUz5IAF,001G000000urMpbIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,William Girard-Follow up,Medium,"Branden and I went over the underwriting requirements for this file thismorning, they are all in. I confirmed via Angie email we should have a decision any time now.",True,2013-11-19T15:30:20.000+0000,False,False,005G0000002gyG3IAI,2013-10-10T15:24:32.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519)250-9777,(519) 981-5795,blarocque@stewartfisher.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4557.0
500G000000GhxwfIAB,False,,00003831,003G0000018f7SiIAI,001G000000urMxRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Apex Well Servicing Ltd. (Amendment),Medium,Effective Oct 1/13 change the waiting period for new employees from 3 to 6 months,True,2013-10-10T17:28:43.000+0000,False,False,005G0000002gy37IAA,2013-10-10T17:28:09.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,,(780) 966-7125,klgduhamel@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4557.0
500G000000GhyjbIAB,False,,00003832,003G0000018f7HlIAI,001G000000urMnzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,CI Reduced Paid-up,Low,Had a wholesale conversation with Jim about reduced Ci and the types of clients it can make sense for.,True,2013-10-10T18:07:03.000+0000,False,False,005G0000002gy5ZIAQ,2013-10-10T18:06:48.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(604)438-1232X268,(604) 838-1132,jim.low@4pillarsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4557.0
500G000000GhzgTIAR,False,,00003833,003G0000018f7E7IAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Save age,Low,Peter wanted to know what the guidelines were for saving age and what obligations his client would have to pay premium.,True,2013-10-10T18:08:31.000+0000,False,False,005G0000002gy5ZIAQ,2013-10-10T18:08:21.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(604)438-1232,(604) 880-6628,peterhu@tfortunefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4557.0
500G000000GhznTIAR,False,,00003834,003G0000018f7ARIAY,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Underwrting question,,Detailed question about opportunity in progress.  Redirected Patrick back to the underwritier to get clarification on auto issue with rating.,True,2013-10-10T18:11:17.000+0000,False,False,005G0000002gy5ZIAQ,2013-10-10T18:11:07.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(604)438-1232,(778) 389-8989,chengkafai@patrickcheng.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4557.0
500G000000Gi0B4IAJ,False,,00003837,003G0000018f7FCIAY,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Manu Policy,High,Vivian has an old policy from a company that was absorbed by Manu. I contacted Manu on her behalf to find out if the policy number has changed or was the origional policy number kept.,True,2013-11-19T15:31:48.000+0000,False,False,005G0000002gyG3IAI,2013-10-10T18:47:22.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(519) 967-1180,,vivian.mark@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4557.0
500G000000Gi0COIAZ,False,,00003835,003G0000018f7M4IAI,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Special Quote,Low,"Met with Christine toay re a client that was passed to her on service link.
Older gentleman who has accumulation on his existing policy but may be uninsurable.
I requesting a special quote from Leslie Gagnier to see what the policy would look like with PUA.
Awaiting reply",True,2013-11-19T15:30:56.000+0000,False,False,005G0000002gyG3IAI,2013-10-10T18:42:21.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,519-967-1180,,christine.collins@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4557.0
500G000000Gi0CiIAJ,False,,00003836,003G0000018f7M4IAI,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Special Quote,Low,"Met with Christine toay re a client that was passed to her on service link.
Older gentleman who has accumulation on his existing policy but may be uninsurable.
I requesting a special quote from Leslie Gagnier to see what the policy would look like with PUA.
Awaiting reply",True,2013-11-19T15:31:21.000+0000,False,False,005G0000002gyG3IAI,2013-10-10T18:42:40.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,519-967-1180,,christine.collins@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4557.0
500G000000Gi2kTIAR,False,,00003838,003G000001B4o7GIAR,001G000000vlmroIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Amendment to add Costco Drug Plan,Medium,We added a Costco coinsurance plan,True,2016-03-18T17:23:51.000+0000,False,False,005G0000002gyDvIAI,2013-10-10T21:59:41.000+0000,005G0000002gyDvIAI,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(250) 563-6777,,mattc@wcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4557.0
500G000000Gi5ibIAB,False,,00003839,003G0000018f6rIIAQ,001G000000urMtfIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,REEE,Medium,si on a deux enfants peut-on décaisser un REEE familial,True,2013-10-11T13:30:01.000+0000,False,False,005G0000002hp7hIAA,2013-10-11T12:33:54.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:18.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(418)549-7747,(418) 482-3296,migirard@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000Gi6GhIAJ,False,,00003840,003G0000018f6h1IAA,001G000000urMswIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,DD client unhappy with high Seg MERs,Medium,"Dan wants help to potentially re-structure the client's assets to reduce MERs using HNW pricing.
Dan also wants to work together more closely as he is migrating his book from Seg-centric to MFs in an effort to better compete on fees.",True,2015-02-27T13:44:03.000+0000,False,False,005G0000002gy6YIAQ,2013-10-11T13:43:59.000+0000,005G0000002gy6YIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(506)645-9297,(506) 645-9297,dan@lakesidefinancialinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,,2.0,0.0,0.0,,False,4556.0
500G000000Gi6NsIAJ,False,,00003841,003G0000018f6cFIAQ,001G000000urMuoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Corporate class - fixed income solutions,Medium,"Mike emailed me to ask for a potential solution to lack of fixed income within corporate class funds. Explained there was no direct solution - only balanced fund would have any fixed income exposure.

Mike still looking for a possible answer - how do corp class clients get fixed income exposure? Jeff and/or Doug should follow up.",True,2013-10-22T12:12:36.000+0000,False,False,005G0000002gxx6IAA,2013-10-11T13:55:47.000+0000,005G0000002gxx6IAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,506-382-6111,,mike@tpg-nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxx6IAA,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4556.0
500G000000Gi7GUIAZ,False,,00003843,0035o000007WVK9AAO,0015o000008CydCAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Albo,Medium,Wanted to move B2B plans to Quadrus nominee in order to save annual fees. Client held Growthworks fund which cannot be held in a nominee account. Obtained exception from Craig Woolford to move B2B plan in kind to Quadrus nominee and then deregister Growthworks holdings and transfer to client-held account.,True,2013-10-11T15:27:17.000+0000,False,False,005G0000002gy6dIAA,2013-10-11T15:27:05.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204)478-8500,(204) 791-8382,pedmond@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000Gi7KBIAZ,False,,00003842,003G0000018f7xUIAQ,001G000000urN7QIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Yardley MMP AMS Exception,High,Client is transferring account to the bank if Pat cannot lower AMS from 100 bps to 50 bps. Obtained exception from Jim Wagner. Pat was upset that he couldn't just do it and the fact that it took over a day to get the exception.,True,2013-10-11T15:06:46.000+0000,False,False,005G0000002gy6dIAA,2013-10-11T15:06:30.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204) 982-3636,(204) 955-1728,pgarrity@gpsfinancial.com,,,,,,,,,,,Bank,Other,,,0.0,,,0.0,False,Bank,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000Gi7ghIAB,False,,00003844,003G0000018f7K2IAI,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Email,,247891 - Professional Golfers' Association of Alberta,Medium,Request to run 4 different amendment options on life insurance.  aw,False,,False,False,005G0000002gy37IAA,2013-10-11T15:32:33.000+0000,005G0000002gy2TIAQ,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8909,,john@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000Gi8FlIAJ,False,,00003845,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Dan Bailey Oilfield & Road Construction Ltd. (Amendment),Medium,"Change dental to ASO effective Nov 1, 2013.  ASO policy #54032",True,2013-10-11T16:14:30.000+0000,False,False,005G0000002gy37IAA,2013-10-11T16:13:17.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000Gi8M9IAJ,False,,00003848,003G0000018f7aFIAQ,001G000000urNBTIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Orbis Communication - Amendment Sold,High,"Amendment option from July 2013, have sold effective October 1, 2013, added Management class with enhanced benefits.",True,2013-10-11T17:18:49.000+0000,False,False,005G0000002gyAEIAY,2013-10-11T17:18:31.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(519) 622-3900,,bill@steenbergenfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000Gi8e2IAB,False,,00003846,003G0000018f7T3IAI,001G000000urMxKIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Newell Community Action Group (Amendment),Medium,"Add Contact effective November 1, 2013.  Additional monthly premium $130",True,2013-10-11T16:46:16.000+0000,False,False,005G0000002gy37IAA,2013-10-11T16:44:43.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 450-3888,,patrik@gryphonbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000Gi8tCIAR,False,,00003847,0030A0000029pOgQAI,001G000000yYcZBIA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,251084 Paragon Pork Management Ltd. (INC NEM LIFE),Medium,to 285K,True,2013-10-11T17:05:48.000+0000,False,False,005G0000002hMj8IAE,2013-10-11T17:05:31.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)484-1326,,cjcamp@broker.csio.com,(780)486-3421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hMj8IAE,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000Gi9UxIAJ,False,,00003849,003G0000018f77DIAQ,001G000000urMsqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,ETAT DE COMPTE CELI,High,"Question pertinente à savoir lorsqu'un client a accès au Centre d'investissement, sur son CELI, il ne voit pas le montant net investi, mais seulement la valeur marchande. Pourquoi?
C'est normal, à la fin de l'année, les montants entrés et sortis seront comptabilisés.",True,2013-10-30T17:35:13.000+0000,False,False,005G0000002gy87IAA,2013-10-11T17:55:09.000+0000,005G0000002gy87IAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(819)812-1022,(450) 558-3820,myriam@laforteresse.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4556.0
500G000000GiAibIAF,False,,00003850,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Portfolio Insights software,Medium,"Martin had some issues regarding part of the Portfolio Insight report.

He mentioned that the software was duplicatiing one of the allocation graphs utilized in the software.

Martin made IRIS marketing aware of his problem and they will get back to him",True,2013-10-18T17:56:50.000+0000,False,False,005G0000002gxzdIAA,2013-10-11T19:13:24.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000GiBAAIA3,False,,00003851,003G0000018f6mlIAA,001G000000urMsHIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,HNW,Medium,Tony needed to know about paperwork to close a client case involving Series 1 funds.,True,2013-10-11T19:45:53.000+0000,False,False,005G0000002gxzdIAA,2013-10-11T19:45:38.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(514)931-4242,(514) 576-6118,lou@yongtrust.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000GiBUcIAN,False,,00003852,0030A0000029jRWQAY,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Proposed RTQ for Klien & Sons Excavating,Medium,"Alan had questions regarding LTD coverage for ""seasonal"" employees, and banked hour employees ...",True,2013-10-28T21:40:39.000+0000,False,False,005G0000002gyE0IAI,2013-10-11T21:10:03.000+0000,005G0000002gyE0IAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(250)612-8091,,alanweeks@telus.net,(250)612-3451,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,,2.0,0.0,0.0,,False,4556.0
500G000000GiCWIIA3,False,,00003853,003G0000018f7njIAA,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Amend the LTD NEM to 0841668 BC Ltd,Medium,We increased the LTD NEM from 2000 to 2250,True,2016-03-18T17:24:31.000+0000,False,False,005G0000002gyDvIAI,2013-10-11T21:48:14.000+0000,005G0000002gyDvIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(250)614-7713,,lauriepackman@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000GiCcuIAF,False,,00003854,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Estate Protection funds,Medium,Suk had some inquiries about these funds,True,2013-10-11T22:02:01.000+0000,False,False,005G0000002gxzdIAA,2013-10-11T22:01:28.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4556.0
500G000000GiyYqIAJ,False,,00003855,0030A0000029gvMQAQ,001G000000yXXdTIAW,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,264134 International Mascot - MRP name change,Medium,,True,2013-10-15T15:53:30.000+0000,False,False,005G0000002hMj8IAE,2013-10-15T15:53:07.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)486-4334,,peter@brunelleandcompany.com,(780)665-7279,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hMj8IAE,,,,,,,0.0,0.0,0.0,,False,4552.0
500G000000Giyw0IAB,False,,00003856,0030A0000029X8zQAE,001G000000vlFNjIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Marking Services Canada Ltd. (Amendment),Medium,Increase LTD NEM to 3850.  Additional monthly premium $26.77,True,2013-10-15T16:13:09.000+0000,False,False,005G0000002gy37IAA,2013-10-15T16:11:57.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403)462-6357,,janet@integrityins.ca,(403)716-2589,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4552.0
500G000000Giz5yIAB,False,,00003857,003G0000018f7LqIAI,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,IPP & Annuity,Medium,"Advisor has prospects are interested in IPP. Provided info with regarding the procedures how to establish IPP for clients in LL. 
The advisor also is interested in more info with regarding our annuity products. Provided product info and the quote system on advisor site. 
Need to follow up with the advisor to monitor the progress.
---------------------------------------------------
IPP and annuity product and positioning info provided.",True,2014-03-30T14:19:23.000+0000,False,False,005G0000002gyCuIAI,2013-10-15T16:23:24.000+0000,005G0000002gyCuIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,905-660-9414,,yanfeng.chen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,Concept,1.0,0.0,0.0,,False,4552.0
500G000000GizozIAB,False,,00003858,003G0000018f6S7IAI,001G000000urMsLIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Daniel Lafortune,Medium,"Client is Luc Durocher's lawyer, and a VIP.  Client has LIB - Generation 1, life insurance and CI with London Life.  He has a lot of assets elsewhere, mostly with RBC Private Client.",False,,False,False,005G0000002gy7iIAA,2013-10-15T17:10:12.000+0000,005G0000002gy7iIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,514-951-7355,(514) 951-7355,luc.durocher@freedom55financial.com,(450) 887-7694,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7iIAA,,,,,,,1.0,0.0,0.0,,False,4552.0
500G000000Gizs1IAB,False,,00003859,003G0000018f7TBIAY,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,246230 Reliable Excavating - ltd nem inc,Medium,,True,2013-10-15T17:26:22.000+0000,False,False,005G0000002gy2oIAA,2013-10-15T17:26:09.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 419-6600,,hugh@wrgoc.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4552.0
500G000000Gj0ZnIAJ,False,,00003860,003G0000018f7DLIAY,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Finanical Plan for Client,Medium,"Advisor intend to create a financial plan for his client, seeking advise with regarding the investment part. Told the advisor to do the basic fact finding, especially on the client's current investment portfolio and risk profile. May leads to a $200k opportunity.

11/15 -- Had a client meeting with advisor. The advisor closed the opportunity. Client transfer in $100K for long-term investment in a portfolio we proposed, and $30K for income needs.",True,2013-11-20T17:36:07.000+0000,False,False,005G0000002gyCuIAI,2013-10-15T17:55:22.000+0000,005G0000002gyCuIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(905)660-9414,(647) 825-8887,hao.ding@torusadvisorygroup.com,(647)430-9635,,,,,,,,,,BMO Bank,Other,,,0.0,,,0.0,False,BMO Bank,,,,,005G0000002gyCuIAI,,,,,,Quotation;Analysis Document,2.0,0.0,0.0,,False,4552.0
500G000000Gj0tpIAB,False,,00003861,003G0000018f7a1IAA,001G000000urNDHIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Phone,,Plan No. 12345  ABC  This is a test,High,"Added LTD benefit.  avoiding termination,",False,,False,False,005G0000002gy1xIAA,2013-10-15T18:43:06.000+0000,005G0000002gy1xIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,,,curtis.mccone@hubinternational.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gy1xIAA,,,,,,Concept,1.0,0.0,0.0,,False,4552.0
500G000000Gj41uIAB,False,,00003862,003G0000018f7NMIAY,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Ghazzaoui,Medium,"Save business, DI.  Opportunity to re-open partner's DI case and top-up.  WLRP? Chiro.",True,2015-03-23T18:01:17.000+0000,False,False,005G0000002gyGaIAI,2013-10-15T21:57:58.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,604-685-6521,,tk.cho@londonlife.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4552.0
500G000000Gj4QlIAJ,False,,00003865,003G0000018f6csIAA,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,JLTD term,Medium,client has an estate need but no funds to get permanent insurance.,True,2014-07-14T18:01:29.000+0000,False,False,005G0000002hHYOIA2,2013-10-15T23:23:23.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)218-3471,(604) 218-3471,pat@pjfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4552.0
500G000000Gj4QyIAJ,False,,00003863,003G0000018f6bzIAA,001G000000urMncIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,rated options for perm,Medium,client has rated insurance what are his options for perm coverage,True,2013-10-15T22:43:29.000+0000,False,False,005G0000002hHYOIA2,2013-10-15T22:42:42.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604) 685-6521 x264,,ward.hodsman@f55f.com,(604) 685-9666,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4552.0
500G000000Gj4ZbIAJ,False,,00003864,003G0000018f6R0IAI,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Juvi insurance using GWL,Medium,,True,2013-10-15T23:02:16.000+0000,False,False,005G0000002hHYOIA2,2013-10-15T23:01:09.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)903-2114,(778) 847-5181,kelsey@smartinvestments.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4552.0
500G000000Gj4bUIAR,False,,00003867,003G0000018f6jaIAA,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Campbell Estate planning,Medium,Looking for options for 2nd generation once they inherit the family business.,True,2013-10-15T23:39:49.000+0000,False,False,005G0000002hHYOIA2,2013-10-15T23:39:43.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)728-4071,(604) 428-4071,colin@colinjones.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4552.0
500G000000Gj4oCIAR,False,,00003866,003G0000018f6rDIAQ,001G000000urMnTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Estate options for a Grandmother,Medium,Chad is looking for options for his client wants to,True,2013-10-23T21:49:09.000+0000,False,False,005G0000002hHYOIA2,2013-10-15T23:35:23.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)681-8234,,chad@anchorpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4552.0
500G000000Gj5HyIAJ,False,,00003868,003G0000018f6hRIAQ,001G000000urMw8IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Mark Chapman,Medium,"Client has 120K coming from pension. Money is in a lot if CI funds. Very Volatile Portfolio. Wanted a mix of our funds to match portfolio. Created a couple portfolio portfolios. One with reduced volatility while being more balanced as his current portfolio was zero fixed income and the other as volatile with 100% equities.
Just called me back letting me know client decided to go to CIBC Investor's Edge and wanted to do it himself. Justin said client was pretty pompus.",True,2013-10-22T12:11:18.000+0000,False,False,005G0000002gxyEIAQ,2013-10-16T01:08:18.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,On line investing,,,,,005G0000002gxyEIAQ,,,,,,Marketing Piece;Quotation;Analysis Document,0.0,0.0,0.0,,False,4552.0
500G000000Gj7YGIAZ,False,,00003869,003G0000018f6cfIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,LIB,Medium,Marc inquired about the LIB payout rates,True,2013-10-16T14:03:26.000+0000,False,False,005G0000002gxzdIAA,2013-10-16T14:02:33.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(514)386-7878,(514) 386-7878,marc.halpert@mhfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4551.0
500G000000GjAWwIAN,False,,00003870,003G0000018f7k3IAA,001G0000014H8xrIAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,RAMQ Member over age 65,Medium,A member on Davis Strait received letter from GWL regarding mandatory RAMQ coverage. Advised Sue that he can maintain GWL as first payer but would ean $100 single or $200 extra per month if that is the route they chose. This would also require a RAMQ Opt Out Class with separate rates.,True,2014-03-21T13:34:25.000+0000,False,False,005G0000002gy4lIAA,2013-10-16T17:18:47.000+0000,005G0000002gy4lIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902) 222-7183,(902) 222-7183,sue@slhbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,0.0,0.0,0.0,,False,4551.0
500G000000GjBGBIA3,False,,00003871,003G0000018f6cOIAQ,001G000000urMqkIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,lunch meeting with P Hale,,Discussion of large case strategies and brainstorming,True,2017-09-05T16:58:22.000+0000,False,False,005G0000002gy9vIAA,2013-10-16T18:08:33.000+0000,005G0000002gy9vIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(416)230-7945,(416) 230-7945,phil@greystonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,Concept,0.0,0.0,0.0,,False,4551.0
500G000000GjCYPIA3,False,,00003873,003G0000018f73yIAA,001G000000urMvtIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,HNW For client,Medium,"Chrinstine called looking for questions as to account size, caps, corporate class and moveability for 2 $20k RRIF accounts. I informed her that we could uncap fixed income funds to move them for the purposes for HNW, the minimums we can charge (as this was a long term client), and that I would put together a pricing excel sheet showing what the client would save in the new series.",True,2014-03-14T15:22:17.000+0000,False,False,005G0000002gyFjIAI,2013-10-16T20:34:10.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204)346-1406,(204) 801-6982,christine@craftfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,None,,,,,005G0000002gyFjIAI,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,4551.0
500G000000GjD2BIAV,False,,00003872,003G0000018f6bxIAA,001G000000urMoxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,IA Ecoflexa GMWB Product,Medium,Gerry has a client which he has all their existing investments except this one product. He asked me to analyse it and let the client know what they have. I took a look at the portfolio and am meeting with Gerry on Thursday to dicsuss.,True,2013-10-28T20:39:46.000+0000,False,False,005G0000002gyFjIAI,2013-10-16T20:10:02.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204)488-2038X1,(204) 981-0556,gerry@hodsonfinancialinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Quotation,0.0,0.0,0.0,,False,4551.0
500G000000GjDs7IAF,False,,00003874,003G0000018f73qIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Policy Loans,Low,,True,2013-10-16T20:58:03.000+0000,False,False,005G0000002gy2wIAA,2013-10-16T20:57:39.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(647)832-1568,(647) 832-1568,hezeng.li@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4551.0
500G000000GjHxsIAF,False,,00003875,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Ublansky,Medium,Ublansky.  Case written by Diana Saba in Oct of 2004.  Client is not happy withthe service he is receiveing.  This came to light in 2010 of which I have notes.  Jim is meeting Brian this morning and obtaining a signed letter authorizing receiving information.  It will also request an AOR change.,True,2015-08-25T15:02:30.000+0000,False,False,005G0000002gy8vIAA,2013-10-17T13:32:11.000+0000,005G0000002gy8vIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8vIAA,,,,,,,0.0,0.0,0.0,,False,4550.0
500G000000GjIfLIAV,False,,00003876,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,HNW fund codes,Medium,Suk needed the Series N & L fund codes,True,2013-10-17T14:33:30.000+0000,False,False,005G0000002gxzdIAA,2013-10-17T14:33:05.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4550.0
500G000000GjK51IAF,False,,00003877,0030A0000029WyjQAE,001G000000wjNrYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,245185 - Metcan Industrial Corp. (Add Class 2 Owners with PDD Costco),Medium,,True,2013-10-17T16:24:29.000+0000,False,False,005G0000002gy3gIAA,2013-10-17T16:24:07.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)431-0527,(780) 916-9145,ed.scantland@igpwm.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4550.0
500G000000GjKAeIAN,False,,00003878,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,276378 - All Choice Rentals Ltd. - INC NEM LTD,Medium,From 3100 to 3400,True,2013-10-17T16:27:45.000+0000,False,False,005G0000002gy3HIAQ,2013-10-17T16:27:30.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4550.0
500G000000GjLCNIA3,False,,00003879,003G000001ARaBeIAL,001G000000vke2WIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Edmonton Registry Services Inc. (AMENDMENT),Medium,LTD NEM Increase,True,2013-10-17T17:29:04.000+0000,False,False,005G0000002gyDnIAI,2013-10-17T17:27:45.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403) 938-1121,,tacticalplanning@aol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4550.0
500G000000GjMq4IAF,False,,00003880,003G0000018f6Y7IAI,001G000000urMrDIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,,True,2013-10-17T18:57:55.000+0000,False,False,005G0000002gy2wIAA,2013-10-17T18:57:42.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(416)720-6547,(416) 720-6547,ffrano@codefinancial.ca,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4550.0
500G000000GjOKLIA3,False,,00003882,003G0000018f6R0IAI,001G000000urMnRIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,term CI conversions,Medium,walked K through the process of converting term CI to a permenant plan. looking at when and how the client could do that,True,2013-10-17T20:35:08.000+0000,False,False,005G0000002hHYOIA2,2013-10-17T20:34:13.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)903-2114,(778) 847-5181,kelsey@smartinvestments.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4550.0
500G000000GjOMuIAN,False,,00003881,003G0000018f7GnIAI,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,placing rated Life contract,Medium,client ended up with a 200% rating and chris wanted to walk through his options,True,2013-10-17T20:32:52.000+0000,False,False,005G0000002hHYOIA2,2013-10-17T20:32:47.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(778)988-7335,(778) 988-7335,chris@numofinancial.com,(604)337-2908,,,,,,,,,,Desjardins,Desjardins,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4550.0
500G000000GjPVYIA3,False,,00003883,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Email,,290384 - Peter Bevan-Baker Dentistry Inc.,Medium,"Request to add dental coverage - 100% basic, $1500 max.",False,,False,False,005G0000002gy37IAA,2013-10-17T21:57:33.000+0000,005G0000002gy2TIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4550.0
500G000000GjTrAIAV,False,,00003884,003G0000018f7LVIAY,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,info sur Série D,Medium,Voulait des »Infos sur Série D et nouveaux Fonds,True,2013-10-23T19:22:54.000+0000,False,False,005G0000002hp7hIAA,2013-10-18T14:19:21.000+0000,005G0000002hp7hIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(418)254-6989,(418) 254-6989,stephane.marier@planifpro.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4549.0
500G000000GjVHRIA3,False,,00003885,003G0000018f6oUIAQ,001G000000urMrRIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Email,,POA,Medium,Helped Mark with a POA question. Forwarded question to client service. CCed Mark and Vanessa Funtera Smith,False,,False,False,005G0000002gy9EIAQ,2013-10-18T16:11:20.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(905)727-3934,(905) 758-0855,mark.sampson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,0.0,0.0,0.0,,False,4549.0
500G000000GjXkCIAV,False,,00003896,0030A0000029X8zQAE,001G000000vlFNjIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Marking Services Canada Ltd. (Amendment),Medium,Change LTd waiting period from 120 days to 90 days,True,2013-10-18T19:02:28.000+0000,False,False,005G0000002gy37IAA,2013-10-18T19:01:41.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403)462-6357,,janet@integrityins.ca,(403)716-2589,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4549.0
500G000000GjY3yIAF,False,,00003898,003G0000018f782IAA,001G000000urMptIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Carter,Medium,Portfolio build,True,2014-05-08T20:43:09.000+0000,False,False,005G0000002gy3wIAA,2013-10-18T19:37:07.000+0000,005G0000002gy3wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(519)518-2025,(519) 636-8823,jenn@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,701G0000000arEYIAY,,,,0.0,0.0,0.0,,False,4549.0
500G000000GjYFZIA3,False,,00003897,003G0000018f782IAA,001G000000urMptIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Tennant,Medium,"Completed

Portfolio build",True,2014-05-08T20:40:28.000+0000,False,False,005G0000002gy3wIAA,2013-10-18T19:36:06.000+0000,005G0000002gy3wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(519)518-2025,(519) 636-8823,jenn@unityfinancial.ca,(519)518-2026,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4549.0
500G000000GjYhiIAF,False,,00003899,003G0000018f6zfIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Age 60 client with 100k and no planning,Medium,"We discussed and I gave him a one page fact find as well as the more formal CII (Cleint Investment Info) fact finder.  He will get statements, Voyager and case info for a proposal",True,2013-10-18T20:12:44.000+0000,False,False,005G0000002gy7yIAA,2013-10-18T20:12:32.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,905-276-1177,,eduardo.castaneda@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4549.0
500G000000GjYm4IAF,False,,00003900,003G0000018f6ooIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,,True,2013-10-18T20:19:25.000+0000,False,False,005G0000002gy2wIAA,2013-10-18T20:19:09.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(905)877-9997,,david@northshorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4549.0
500G000000GjZ1jIAF,False,,00003902,003G0000018f6msIAA,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Rating Reducetion,Low,Michael was looking for information on the rating conversion between London Life and GWL.,True,2014-04-02T16:49:12.000+0000,False,False,005G0000002gy5ZIAQ,2013-10-18T21:09:05.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)808-5678,,michael.liu@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4549.0
500G000000GjZGdIAN,False,,00003901,003G0000018f6nyIAA,001G000000urMnzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Red Flag Reports,Low,Alfred recieved a red flag report from client services and wanted to know how to proceed.  If there was any opportunity there.,True,2013-10-18T20:57:43.000+0000,False,False,005G0000002gy5ZIAQ,2013-10-18T20:57:16.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)438-1232,(778) 688-5929,alfred.huang@polarbearwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4549.0
500G000000GjoewIAB,False,,00003903,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,242375 - Quanterra Structural Associates Inc. (Added DC to MRP),Medium,"Effective date: Jan 1,2012
Will re-submit claims once amendment is processed.",True,2013-10-21T16:47:35.000+0000,False,False,005G0000002gy0UIAQ,2013-10-21T16:47:19.000+0000,005G0000002gy0UIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4546.0
500G000000GjofBIAR,False,,00003904,003G0000018f6gTIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,London Life account,Medium,Mike wanted to confirm if account he was transferring from was LIRA or just a normal RRSP,True,2013-10-21T16:48:26.000+0000,False,False,005G0000002gxzdIAA,2013-10-21T16:47:29.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,514-331-5838,,mike.beaudry@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4546.0
500G000000Gjqh0IAB,False,,00003905,003G0000018f7NqIAI,001G000000urMpoIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Krueger case,Medium,"October 21: Existing client exploring options including GIOs.  We did some digging and obtained best rates.  I don't think client was necessarily looking to move, just exploring their options.",True,2013-10-21T18:48:24.000+0000,False,False,005G0000002gy4OIAQ,2013-10-21T18:48:08.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(519)351-0101,(519) 365-0920,eric@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4546.0
500G000000Gjr4DIAR,False,,00003906,003G0000018f73EIAQ,001G000000urMsLIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,relèvement de classe,Low,"sa propre police, passer à 3A, ne pas prendre OPR maintenant et anlever RP, mais ne pas annuler sa couverture pcq collectif.",True,2013-10-30T18:52:37.000+0000,False,False,005G0000002gxzjIAA,2013-10-21T19:05:54.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,450-928-1321,,marjolaine.regis@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4546.0
500G000000GjstwIAB,False,,00003907,003G0000018f7SCIAY,001G000000urMx9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,283390 Shamrock Machine - delete Div 1,Medium,,True,2013-10-21T20:54:54.000+0000,False,False,005G0000002gy3HIAQ,2013-10-21T20:54:43.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 822-1718,,darren@clearpointbenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4546.0
500G000000Gjt3MIAR,False,,00003908,003G0000018f7HUIAY,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Low,,True,2013-10-21T21:05:12.000+0000,False,False,005G0000002gy2wIAA,2013-10-21T21:04:16.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(416) 789-4527,,junwei.feng@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,1.0,0.0,0.0,,False,4546.0
500G000000Gjy0AIAR,False,,00003909,003G0000018f6icIAA,001G000000urMvHIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,The Taylors 400K,Medium,"Andrew and I have come across a great case. The client is an existing client who we look after a small portion of his portfolio.
Over the past 2 years we have built a solid relationship with him and he is interested in moving the rest of his assets over to London Life.

I was wondering if you could give us a portfolio Analysis - similar to what Cye use to provide for us.

Client is very concerned about fee's, taxes, and volatility. 
Does not like risk, and has a lot of equity in his portfolio.

Also has an interest in leaving behind money for his children, we are going to suggest 20-pay

He is turning 65 in April and is currently retired, taking $2000 Monthly income from his Wife's RRSP (should be splitting the income)

Also, There are non-registered investments, but his agent is not using a TFSA.

Any little timbits of advice would be appreciated.
I have attached his report from Nesbitt Burns - Statements are to follow",True,2015-10-21T18:00:00.000+0000,False,False,005G0000002gxyEIAQ,2013-10-22T12:17:53.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(506)457-5524,(506) 476-8506,adam@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,,0.0,0.0,0.0,,False,4545.0
500G000000Gjy1MIAR,False,,00003910,003G0000018f7AAIAY,001G000000urMtHIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Quadrus RSP and non reg,Medium,"Mark and I are working on a case where they have approx $250,000 in RRSP's they want transferred to us.  And they have $300,000 in non-reg corporate money.  

They are fee sensitive so we want to make sure we get them  fair pricing.

I understand how the H,L and N series work, but if they have 2 RRSP accounts (for him and her) and a non-reg, could we go with the N series with the non reg and L series for the RRSP's? 

They are moderate or balanced  investors.  Just wondering if you could put something together on a moderate and balanced portfolio just so we could show them the pricing.  you can use a total of $500,000 for the pricing.  Thanks",True,2016-09-21T19:02:41.000+0000,False,False,005G0000002gxyEIAQ,2013-10-22T12:21:39.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902)742-3195,(902) 746-0655,nick@maritimewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,RBC,,,,,005G0000002gxyEIAQ,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4545.0
500G000000Gk3LFIAZ,False,,00003911,003G0000018f7nIIAQ,001G000000urMx3IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Zwick's Plumbing & Heating Ltd.,High,Ross went to Sun and Manu for quotes ... Sun was $500 per month less than our renewal ... I decided to reduce the renewal by $250 per month.. He thinks that will be fine and we will be able to retain the case.Nov 21st: Retained Business,True,2013-11-22T02:16:50.000+0000,False,False,005G0000002gyE0IAI,2013-10-22T18:53:25.000+0000,005G0000002gyE0IAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(250)785-0309,(250) 262-7106,ross@sexsmithfinancial.com,(250)785-8119,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,,2.0,0.0,0.0,,False,4545.0
500G000000Gk452IAB,False,,00003912,003G000001C3RuiIAF,001G000000urMquIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Reviewed UL concepts,Low,Basic training on where UL fits into a client portfolio. Follow up will be further training at Monday's UL session,True,2013-10-22T19:36:55.000+0000,False,False,005G0000002gyBtIAI,2013-10-22T19:36:42.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(416) 291-0451,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4545.0
500G000000Gk4QjIAJ,False,,00003913,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,TFSA-Successor annuitant,Medium,Martin needed details regarding the successor annuitant on a TFSA account.,True,2013-10-22T20:03:44.000+0000,False,False,005G0000002gxzdIAA,2013-10-22T20:02:43.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4545.0
500G000000Gk4S1IAJ,False,,00003914,003G0000018f6TFIAY,001G000000urMp8IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,MacNeill Moderate Portfolio,Medium,"Dave has a client that wants to remain moderate but have the equity portion of their portfolio invested in 1/3 Canada, 1/3 U.S., and 1/3 International. I am calling Dave tomorrow afternoon to follow up on the sample portfolio I sent him",True,2013-10-25T14:26:01.000+0000,False,False,005G0000002gyFjIAI,2013-10-22T20:04:20.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(807)343-4788X4228,,david.martin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Analysis Document,1.0,0.0,0.0,,False,4545.0
500G000000Gk6e9IAB,False,,00003915,003G0000018f6rDIAQ,001G000000urMnTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Clack - GSI,Medium,"Union will not release claims history. L/msg with Murray Tarr, request for advice before submitting RTQ.

Mike Gorman working with Francesco, large grp.",True,2014-02-26T19:21:56.000+0000,False,False,005G0000002gyGaIAI,2013-10-22T23:40:28.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)681-8234,,chad@anchorpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4545.0
500G000000Gk8mmIAB,False,,00003916,003G0000018f7k6IAA,001G000000urMzRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Dr. Richard Holden/Dr. Kirby Bruce,High,"Dr. Holden and Dr. Bruce were to be added to the MRP Feb 1/13 however GWL never rec'd the letter to do so.  Sharon has worked with the client to get backdating letter.  Marianne Boyer has agreed to backdate the addition.

Client is also amending the plan effective November 1/13",True,2013-11-19T19:26:35.000+0000,False,False,005G0000002gy7UIAQ,2013-10-23T12:09:34.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902)446-3900,(902) 222-1346,sharon@lifequestfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4544.0
500G000000GkC5EIAV,False,,00003917,003G0000018f6XsIAI,001G000000urMu4IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Real Estate Fund,Medium,"Oct 22 - Jennifer Sra, Wealth Admin, asked for help with locating detailed Real Estate material for JF.  See emails.",True,2013-10-23T17:51:02.000+0000,False,False,005G0000002gy8RIAQ,2013-10-23T17:50:50.000+0000,005G0000002gy8RIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(416)850-7147X322,(416) 450-6376,jeremy@fedorsenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4544.0
500G000000GkD2AIAV,False,,00003918,003G0000018f6pwIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,TFSA overcontribution,Medium,Oct 18 - RD needed info on how to correct TFSA overcontribution.  I researched on CRA site and advised process.,True,2013-10-23T18:08:12.000+0000,False,False,005G0000002gy8RIAQ,2013-10-23T18:07:58.000+0000,005G0000002gy8RIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(905)456-2471,(905) 796-2814,rick@rickdepriest1.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4544.0
500G000000GkDATIA3,False,,00003919,003G0000018f6uiIAA,001G000000urMthIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Colin Carrier - occ class,Medium,"DOB: June 23, 1973

22 in bar/service industry
6 @ Doc’s
Manager for 6 years – “Assistant General Manager”

Behind bar but still in charge of shifts ~ 75%
Other 25% - promoting, managing bands and staff
Majority of the time he is the #1 in charge

$2,500 / mo gross",True,2013-10-23T18:15:23.000+0000,False,False,005G0000002gyDWIAY,2013-10-23T18:15:08.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(250)863-7644,(250) 863-7644,lewis@intagenwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4544.0
500G000000GkDV7IAN,False,,00003920,003G0000018f6vAIAQ,001G000000urMoeIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Email,,Traak & Field Enterprises Ltd. - 262890,Medium,Request from plan admin to quote STD on the policy.,False,,False,False,005G0000002gy37IAA,2013-10-23T18:40:16.000+0000,005G0000002gy2TIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)702-5802X227,,blaine@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4544.0
500G000000GkE5UIAV,False,,00003921,003G0000018f7rvIAA,0015o000008Cz0AAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Moving FAA & FIF to PS2 RRIF,Medium,"Questions about how to transfer to PS2, along with questions about existing LIB",True,2013-10-23T19:19:38.000+0000,False,False,005G0000002gy6dIAA,2013-10-23T19:19:20.000+0000,005G0000002gy6dIAA,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,(306)934-6011,,rkennedy@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4544.0
500G000000GkEYWIA3,False,,00003922,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,Clear Skies Heating & Ventillation - 260639,Medium,Request by Romana to quote the addition of eye exams & STD on all classes.,False,,False,False,005G0000002gy37IAA,2013-10-23T19:53:22.000+0000,005G0000002gy2TIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4544.0
500G000000GkF2wIAF,False,,00003929,003G0000018f6NWIAY,001G000000urMneIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,term conversion,Medium,worked with Delores on t-10 to t-20 conversion project for Jason,True,2013-10-23T21:51:19.000+0000,False,False,005G0000002hHYOIA2,2013-10-23T21:51:09.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)685-5355,,jason@velawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4544.0
500G000000GkFJcIAN,False,,00003924,003G0000018f7SrIAI,001G000000urMy7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Dr. Jared Palmer Professional Corp. (Amendment),Medium,Added division 2 (Broadway Dental).  17 new employees added to this division,True,2013-10-23T20:48:04.000+0000,False,False,005G0000002gy37IAA,2013-10-23T20:47:26.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403) 560-8879,,jk.wong@3web.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4544.0
500G000000GkFMlIAN,False,,00003925,003G0000018f6XiIAI,001G000000urMvRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Group conversion question,Low,,True,2013-10-23T20:51:37.000+0000,False,False,005G0000002gy9KIAQ,2013-10-23T20:51:24.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(514)693-3262,(514) 402-0084,paul@donvito-oneill-gagne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4544.0
500G000000GkFUfIAN,False,,00003926,003G0000018f7LoIAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Group Conversion,Medium,Margaret wanted to know how for how long LL t-65 was convertilble?  Going to see client diagnosed with Brain Tumor.,True,2013-10-23T21:01:57.000+0000,False,False,005G0000002gy5ZIAQ,2013-10-23T21:01:48.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)438-1232,(778) 238-3238,margaret.tam@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4544.0
500G000000GkFXUIA3,False,,00003928,003G0000018f7LfIAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Policy Loan IFA?,Low,Ellen called to figure out why a clients dividend had nit been credited....Premium had not yet been paid.  Client looking to possibly loan premium next year.,True,2014-04-02T18:46:27.000+0000,False,False,005G0000002gy5ZIAQ,2013-10-23T21:04:59.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)438-1232X6321,(604) 506-8793,ellen.li@wisdomstarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4544.0
500G000000GkK39IAF,False,,00003930,003G0000018f7YbIAI,001G000000urMtzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Roberts,Medium,Bert will call client from Dofasco for rates,True,2017-03-06T21:08:09.000+0000,False,False,005G0000002gy2jIAA,2013-10-24T14:05:17.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(905) 529-1210 x224,,bert@yourplanners.ca,(905) 529-2812,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkK5VIAV,False,,00003932,003G0000018f6gRIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Dockside Fisheries,High,"Client was in arrears for a few months, sent in chq which has been returned ""funds not cleared"".  We now require certifified chq by next week or plan will terminate due to arrears.  Ross has been emailed to handle.

November 19/13 - Per email from Charito Deborja - group will terminate due to arrears.",True,2013-11-19T19:25:59.000+0000,False,False,005G0000002gy7UIAQ,2013-10-24T14:33:37.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902)422-1631X270,(902) 277-1413,ross@rossdemont.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkK6XIAV,False,,00003931,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Group Life Conversion - Rizzo,Medium,Mary will call a client with group life conversion rates,True,2014-01-09T15:39:52.000+0000,False,False,005G0000002gy2jIAA,2013-10-24T14:08:34.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkL8zIAF,False,,00003933,003G0000018f7HTIAY,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,In trust accounts,Medium,Richard needed to know some details regarding in-trust accounts,True,2013-10-24T15:45:42.000+0000,False,False,005G0000002gxzdIAA,2013-10-24T15:28:59.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(514)331-5838,(514) 812-3668,contact@caowealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4543.0
500G000000GkLreIAF,False,,00003934,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,BHD Instrumentation (Open Enrollment),Medium,Open Enrollment for 19 employees,True,2013-10-24T16:23:03.000+0000,False,False,005G0000002gy37IAA,2013-10-24T16:22:32.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkMeMIAV,False,,00003935,003G0000018f7kAIAQ,001G000000urMzhIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Atlantic Institute of Market Studies (AIMS),Medium,Extension of benefits request received from client.  Emailed along to Marianne Boyer for consideration.  This will leave this client with 2 employees.,True,2013-11-19T19:24:10.000+0000,False,False,005G0000002gy7UIAQ,2013-10-24T17:18:34.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902)425-6547,(902) 483-6082,rob_weld@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkNNMIA3,False,,00003936,003G0000018f6fgIAA,001G000000urMnkIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Designating Beneficiaries,High,"Grandmother, children and grandchildren.",True,2015-03-23T18:06:35.000+0000,False,False,005G0000002gyGaIAI,2013-10-24T18:04:42.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(236)317-0060,,angelo@venetsanosfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkNUwIAN,False,,00003937,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Kodiak Wireline Services Partnership (Amendment),Medium,Remove ALL Healthcare,True,2013-10-24T18:12:52.000+0000,False,False,005G0000002gy37IAA,2013-10-24T18:12:27.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkO0iIAF,False,,00003938,0030A0000029iq6QAA,001G000000vkeizIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,The De Villars Jones Group (AMENDMENT),Medium,increase LTD max to 15K,True,2013-10-24T18:47:45.000+0000,False,False,005G0000002gyDnIAI,2013-10-24T18:47:29.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)458-7404,,pshelemey@shelemey.com,(780)460-7802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkONsIAN,False,,00003939,003G0000018f7pTIAQ,0015o000008Cz0HAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,RRSP with LSIF @ age 71,Medium,"John has 2 clients with LSIFs in RRSP. Client's are 71 and need to RRIF, but Quadrus does not allow LSIFs in nominee plans. Advised of options - deregister or move to B2B nominee RRIF",True,2013-10-24T19:15:27.000+0000,False,False,005G0000002gy6dIAA,2013-10-24T19:15:01.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,,,john@beyondwealth.ca,,,,,,,,,,,Sask Works,Other,,,0.0,,,0.0,False,Sask Works,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4543.0
500G000000GkOdBIAV,False,,00003940,003G0000018f75pIAA,001G000000urMnVIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,DI Claim Issue - S. Beller,High,"Contact Y. Berard.

Contacted Y. Berard, confirmed information regarding grp integration.",True,2013-10-24T19:33:47.000+0000,False,False,005G0000002gyGaIAI,2013-10-24T19:32:55.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)685-6521,(604) 644-9725,david@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkPm5IAF,False,,00003942,003G0000018f7K4IAI,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporate Lawyer question,Medium,presenting to a group and wanted ideas around corporate owned insurance,True,2014-04-15T21:36:25.000+0000,False,False,005G0000002hHYOIA2,2013-10-24T21:02:27.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)685-6521,(604) 779-0965,charles@betafin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,4.0,0.0,0.0,,False,4543.0
500G000000GkPteIAF,False,,00003941,003G0000018f70JIAQ,001G000000urMr2IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Low,,True,2013-11-13T22:20:59.000+0000,False,False,005G0000002gy2wIAA,2013-10-24T20:58:17.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,416-789-4527,,robert.lyons@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,4543.0
500G000000GkPx2IAF,False,,00003943,003G0000018f6hBIAQ,001G000000urMnUIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,review insurance of existing client,Medium,may have an opportunity Andrew wants clarification as to what they currently have.,True,2014-05-08T15:46:11.000+0000,False,False,005G0000002hHYOIA2,2013-10-24T21:03:19.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)685-6521,,andrew@ahamiltonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkPyPIAV,False,,00003944,003G0000018f6boIAA,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Inforce Question,Low,Nizar wanted to know how London Life treats RPU policies.  What does it mean for them to remain Non-Exempt based on current tax law?,True,2013-10-24T21:05:38.000+0000,False,False,005G0000002gy5ZIAQ,2013-10-24T21:05:22.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)438-1232X6225,(604) 377-8889,nizar@nizarabdulla.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkQoVIAV,False,,00003945,003G0000018f7K2IAI,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Tarrabain & Company (Amendment),Medium,"Increase NEM for Life, AD&D and STD.  Additional monthly premium $53.64",True,2013-10-24T22:12:18.000+0000,False,False,005G0000002gy37IAA,2013-10-24T22:11:35.000+0000,005G0000002gy3WIAQ,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8909,,john@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4543.0
500G000000GkUM7IAN,False,,00003946,003G0000018f6giIAA,001G000000urMzLIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,EADS 269190 - AOR,Medium,notified Bryan that AOR was received for this case.,True,2014-12-01T12:08:30.000+0000,False,False,005G0000002gyBCIAY,2013-10-25T12:55:15.000+0000,005G0000002gyBCIAY,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902) 222-0110,,bryan@hrocore.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,1.0,0.0,0.0,,False,4542.0
500G000000GkVaGIAV,False,,00003950,003G0000018f7QGIAY,001G000000urMxkIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Burly Boyz Moving & Storage (Amendment),Medium,"Added division 2 - Gateway Builders effective Oct 1, 2013",True,2013-10-25T16:37:31.000+0000,False,False,005G0000002gy37IAA,2013-10-25T16:37:08.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 450-3888,,marek@gryphonbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4542.0
500G000000GkVbHIAV,False,,00003947,003G0000018f6S2IAI,001G000000urMoGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Garside Portfolio,Medium,Glen asked me to assist with a portfolio recommendation for an existing client.  The client is a balanced investor with freedom funds.,False,,False,False,005G0000002hp7wIAA,2013-10-25T14:36:35.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403)542-7191,(403) 542-7191,glen.turner@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4542.0
500G000000GkVhAIAV,False,,00003948,003G0000018f7SCIAY,001G000000urMx9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,256583 - Northern Materials Engineering Ltd.,Medium,"INC NEM LIFE to 150K
INC NEM LTD to 3200",True,2013-10-25T14:46:10.000+0000,False,False,005G0000002gy0UIAQ,2013-10-25T14:45:48.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 822-1718,,darren@clearpointbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4542.0
500G000000GkVktIAF,False,,00003949,003G000001IkUzbIAF,001G000000urMoGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,Landa Portfolio,Medium,Norm has asked me to take a look at a client's portfolio as the existing funds have reached 15 over the course of the relationship.,False,,False,False,005G0000002hp7wIAA,2013-10-25T15:05:04.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403) 261-4690 x298,,norm.robidoux@freedom55financial.com,(403) 730-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4542.0
500G000000GkaqRIAR,False,,00003951,003G0000018f6RvIAI,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Craig Personal Portfolio,Medium,Craig has asked me to look over his personal portfolio and provide recommendations on it. I am in the process of compiling ideas and seeing what I can do to provide the best possible asset mixture.,True,2014-03-14T15:25:48.000+0000,False,False,005G0000002gyFjIAI,2013-10-25T18:36:02.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204) 489-1012 x315,,craig.thompson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,None,,,,,005G0000002gyFjIAI,,,,,,Marketing Piece;Quotation;Analysis Document,0.0,0.0,0.0,,False,4542.0
500G000000Gkb8kIAB,False,,00003952,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Christy J. Mushtaler Optometric Professional (Amendment),Medium,"Company name change to ""Violet Eyes Optometry Ltd"" effective Oct 1/13

Transfer of ownership and change in EFT banking information",True,2013-10-25T18:46:21.000+0000,False,False,005G0000002gy37IAA,2013-10-25T18:46:15.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4542.0
500G000000Gkc7UIAR,False,,00003953,003G000001F5WkNIAV,001G000000urN5tIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,HNW Pricing Asset Levels,Medium,Rick wanted to know the minimum assets to get the fee break in HNW pricing.,True,2013-10-25T19:38:23.000+0000,False,False,005G0000002gy4kIAA,2013-10-25T19:37:52.000+0000,005G0000002gy4kIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(905)634-8110,(905) 220-6396,rick.giuliani@cogeco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4542.0
500G000000H5uRpIAJ,False,,00003974,003G0000018f7a1IAA,001G000000urNDHIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Complex Case,Email,,Powerone Capital - Pan African Oil,High,"Pan Africal oil wants to spinoff from Powerone, quote has been run and released to broker.",False,,False,False,005G0000002gy3DIAQ,2013-10-28T14:20:26.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,,,curtis.mccone@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3DIAQ,,,,,,,0.0,0.0,0.0,,False,4539.0
500G000000H5vpJIAR,False,,00003975,0030A0000029WgeQAE,001G000000wjNqpIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Allewell/Tubbies,Medium,Send notice to Tubbies about Costco free home delivery of maintenance drugs,True,2013-10-28T15:52:11.000+0000,False,False,005G0000002gy6XIAQ,2013-10-28T15:51:40.000+0000,005G0000002gy6XIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(519)679-8993,,kathleen.holland@ig.ca,(519)438-2212,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4539.0
500G000000H5xSwIAJ,False,,00003976,0035o000007WVJ7AAO,001G000000urN7RIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,adding ROP to Iordache,Medium,,True,2013-10-28T17:36:22.000+0000,False,False,005G0000002gyDJIAY,2013-10-28T17:35:50.000+0000,005G0000002gyDJIAY,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204)946-3811,(204) 230-5567,dignat@gfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4539.0
500G000000H5xdPIAR,False,,00003977,003G0000018f7TEIAY,001G000000urMxiIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Aquarium Illusions Inc. (Amendment),Medium,"Effective November 1, 2013 change the minimum number of hours to be eligible for benefits from 24 to 30",True,2013-10-28T17:48:07.000+0000,False,False,005G0000002gy37IAA,2013-10-28T17:47:25.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)428-5321,(780) 991-7737,ian@umbriafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4539.0
500G000000H5zfXIAR,False,,00003978,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Terranotes Ltd. (Amendment),Medium,"Change PDD maximum to unlimited effective November 1, 2013

Additionaly monthly premium $31.69",True,2013-10-28T19:54:52.000+0000,False,False,005G0000002gy37IAA,2013-10-28T19:53:45.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4539.0
500G000000H602CIAR,False,,00003979,003G000001IjNSOIA3,001G000000urMquIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,DI Grad Program,Medium,Adivsor's natural market is yonge professionals. We reviewed the DI grad program and how it works. I pointed out how changes will take place in 2014 and the reasons to purchase now.,True,2013-10-28T20:18:57.000+0000,False,False,005G0000002gyBtIAI,2013-10-28T20:18:42.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(416) 291-0451 x228,,nicholas.cup@freedom55financial.com,(416) 291-3779,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBtIAI,,,,,,,0.0,0.0,0.0,,False,4539.0
500G000000H61B7IAJ,False,,00003980,0030A0000029YbIQAU,001G000000yYUVkIAO,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Roth & Der (AMENDMENT),Medium,"2nd Class: increased parameds
both classes: change drug plan",True,2013-10-28T21:37:28.000+0000,False,False,005G0000002gyDnIAI,2013-10-28T21:36:19.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)429-5961,,brenda@finfocusalta.com,(780)426-6242,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4539.0
500G000000H68qGIAR,False,,00003981,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,264358 Amik Oilfield - inc nem for std and ltd,Medium,add prem $144.28,True,2013-10-29T17:44:41.000+0000,False,False,005G0000002gy2oIAA,2013-10-29T17:44:32.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4538.0
500G000000H692HIAR,False,,00003982,003G0000018f75VIAQ,001G000000urMnTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Bolton - under min wks for DI,Medium,client looking for reconsideration with case based on 2nd job,True,2014-07-14T18:00:38.000+0000,False,False,005G0000002hHYOIA2,2013-10-29T17:56:38.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)685-6662,,martin@anchorpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4538.0
500G000000H697qIAB,False,,00003983,003G000001IlNvJIAV,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,understanding Corp asset Transfer,Medium,,True,2013-11-15T05:45:05.000+0000,False,False,005G0000002hHYOIA2,2013-10-29T18:02:15.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(778)875-8244,(778) 875-8244,steve@letizia-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4538.0
500G000000H69qgIAB,False,,00003984,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,224835 Kelro Pump inc o/m + nem for std ltd,Medium,add prem 122.62,True,2013-10-29T18:48:03.000+0000,False,False,005G0000002gy2oIAA,2013-10-29T18:47:51.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4538.0
500G000000H6BwWIAV,False,,00003985,003G0000018f75IIAQ,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Renewal Negotiation,Email,,246543 - Stand-Stone Waste Services Ltd.,Medium,Request from Sue to run quote adding LTD to all classes except contrators.,False,,False,False,005G0000002gy37IAA,2013-10-29T21:16:10.000+0000,005G0000002gy2TIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)465-5201,(780) 906-7893,susan@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4538.0
500G000000H6I8GIAV,False,,00003986,003G000001F3oYKIAZ,001G000000vllqCIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,LumberJacks (AMENDMENT),Medium,"Decrease paramend co-insurance, lower overall max",True,2013-10-30T15:42:23.000+0000,False,False,005G0000002gyDnIAI,2013-10-30T15:42:07.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 705-5214,(604) 416-0250,lee@summitbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4537.0
500G000000H6JPqIAN,False,,00003987,003G0000018f6U3IAI,001G000000urMvuIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,"DI Claim, Poirier",Medium,,True,2013-11-01T18:23:03.000+0000,False,False,005G0000002gyDJIAY,2013-10-30T16:59:25.000+0000,005G0000002gyDJIAY,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204)947-5555,(204) 898-0790,patrick@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4537.0
500G000000H6Jv8IAF,False,,00003988,003G0000018f6niIAA,001G000000urMtfIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Lise,Medium,SSL individuel explication,True,2013-10-30T17:31:47.000+0000,False,False,005G0000002gy1iIAA,2013-10-30T17:31:32.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(418)812-3320,,gjulien@forcescollectives.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4537.0
500G000000H6Jw7IAF,False,,00003989,003G0000018f78zIAA,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Tarification,Medium,"conversion ass coll et police autonome avec surprime (client RV encore chez le Spécialiste médical après la livraison du contrat, il le sait déjà: à déclarer lors de la livraison pour la tarification. Suggestion deprendre au moins le contrat de conversion afin de conserver sa protection sans preuve de santé (prendre un chèque afin de régularisé le tout)",True,2013-10-30T17:40:07.000+0000,False,False,005G0000002gy1iIAA,2013-10-30T17:39:57.000+0000,005G0000002gy1iIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(418) 622-7077 x302,,etiennebelzile.paquet@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4537.0
500G000000H6KXlIAN,False,,00003990,003G0000018f7njIAA,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,In Person,,Dabunk Enterprises,Medium,Adding a new division,True,2016-03-18T17:24:53.000+0000,False,False,005G0000002gyDvIAI,2013-10-30T18:07:41.000+0000,005G0000002gyDvIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(250)614-7713,,lauriepackman@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4537.0
500G000000H6KrrIAF,False,,00003992,003G0000018f6eVIAQ,001G000000urMwCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Complex Case,Medium,Mike needs help with features and benefits of this 2.75 yr old LIB for an upcoming review meeting,True,2015-02-27T13:44:50.000+0000,False,False,005G0000002gy6YIAQ,2013-10-30T18:45:49.000+0000,005G0000002gy6YIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(506)457-5524,(506) 470-5193,mike@washburn.solutions,(506)474-1896,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,,1.0,0.0,0.0,,False,4537.0
500G000000H6L8rIAF,False,,00003991,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Paltrak fund reports,Medium,Martin required Paltrak reports for certain LL and Quadrus funds,True,2013-10-30T18:46:09.000+0000,False,False,005G0000002gxzdIAA,2013-10-30T18:45:33.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4537.0
500G000000H6LI8IAN,False,,00003994,003G0000018f7SoIAI,001G000000urMxXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,237973 AW Holdings Corporation - Booster Juice (Adding Ortho and other DC changes),Medium,"Adding Ortho 50%/2500 max
increase Routine/Major max to $2500
increase DC visits to 2/yr",True,2013-10-30T18:58:01.000+0000,False,False,005G0000002gy3HIAQ,2013-10-30T18:57:24.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 490-5945,(780) 993-3822,earlshindruk@optimaxbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4537.0
500G000000H6MCLIA3,False,,00003995,0030A0000029epzQAA,001G000000wjNqWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,242088 Kingsway Scientific - co name change,Medium,,True,2013-10-30T19:51:10.000+0000,False,False,005G0000002gy3gIAA,2013-10-30T19:50:59.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)431-0527,(587) 764-0202,cam.lowe@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4537.0
500G000000H6MJwIAN,False,,00003996,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,All Can Inspection (AMENDMENT),Medium,LTD NEM INCREASE,True,2013-10-30T20:46:22.000+0000,False,False,005G0000002gyDnIAI,2013-10-30T20:45:26.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4537.0
500G000000H6NNPIA3,False,,00003997,003G0000018f6fQIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Premium Vacation,High,P.B Policy with Prem Loan thought he was on Premium Vacation. Discussed strategies on how to handle this angry client,True,2015-05-05T20:06:56.000+0000,False,False,005G0000002gy7ZIAQ,2013-10-30T21:09:26.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403)660-7315,,mike@synergyfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,0.0,0.0,0.0,,False,4537.0
500G000000H6SIxIAN,False,,00003998,003G0000018f6U2IAI,001G000000urMvuIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Campbells-IPS for Closed Opportunity,Medium,"Brian needs IPS for Corporate Investment Account targeting inflation + 3%, tax efficiency and combination of seg & mutual asset allocation. In progress.",True,2013-11-07T16:29:33.000+0000,False,False,005G0000002hAGmIAM,2013-10-31T14:28:13.000+0000,005G0000002hAGmIAM,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204)947-5555,(204) 229-8880,brian@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hAGmIAM,,,,,,Analysis Document,1.0,0.0,0.0,,False,4536.0
500G000000H6SLZIA3,False,,00003999,003G0000018f827IAA,001G000000urMx7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Hy-Lok Distribution Inc. (AMENDMENT),Medium,LTD NEM Increase,True,2013-10-31T14:48:28.000+0000,False,False,005G0000002gyDnIAI,2013-10-31T14:47:57.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 451-4476,,maureen@benefexconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4536.0
500G000000H6TrFIAV,False,,00004000,003G0000018f6liIAA,001G000000urMoNIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Accomadating an Account,Medium,Had breakfast with Nolan.  Discussed a few cases he was working on.  In process of transferring Reed over for $700K.  Was running into problems on the transfer process.  I've been working with HO to help him to sort out the glitches.,True,2015-04-28T14:44:16.000+0000,False,False,005G0000002gy9QIAQ,2013-10-31T16:23:58.000+0000,005G0000002gy9QIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403)807-6681,(403) 807-6681,nolan@coachingfinancial.ca,,,,,,,,,,,banks,Other,,,0.0,,,0.0,False,banks,,,,,005G0000002gy9QIAQ,,,,,,,0.0,0.0,0.0,,False,4536.0
500G000000H6UZ7IAN,False,,00004001,003G0000018f6usIAA,001G000000urMw4IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Retail to N Series,Medium,"Mike requested information on process and administrative process on moving to N series from Q series.  Sent information via emial. 
$510,000 total assets with LL between segs and mutuals",True,2014-11-04T16:22:30.000+0000,False,False,005G0000002gy5qIAA,2013-10-31T17:14:57.000+0000,005G0000002gy5qIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(519)978-9600,,michael@matthewwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5qIAA,,,701G0000000ar0MIAQ,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4536.0
500G000000H6UcVIAV,False,,00004002,003G0000018f7TCIAY,0015o000008Cyz3AAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,End Client Question,Email,,258465 - High Prairie Truck & Trailer Ltd.,Medium,Request by agent to see how high the nem's for STD & LTD could go.  Ran amendment quote.,False,,False,False,005G0000002gy37IAA,2013-10-31T17:17:53.000+0000,005G0000002gy2TIAQ,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780) 465-5201,,wayne@fdgteam.com,(780) 469-6089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4536.0
500G000000H6VijIAF,False,,00004003,003G000001HFEb2IAH,001G000000urMSKIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Ming Auto 271516 open enrollment,Medium,,True,2013-10-31T18:37:03.000+0000,False,False,005G0000002gy2oIAA,2013-10-31T18:36:55.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 392-6585,(587) 920-7123,jstevenson@benefitlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4536.0
500G000000H6VrRIAV,False,,00004004,0030A0000023zAUQAY,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,LJ Audio & Visual Solutions Inc. (Amendment),Medium,Added MRP for Owner Larry Trach & dependents effective June 1/13,False,,False,False,005G0000002gy37IAA,2013-10-31T18:45:18.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 429-9228,,kristin@vanta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4536.0
500G000000H6WIhIAN,False,,00004005,003G0000018f7ScIAI,001G000000urMx7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,927830 Alberta Ltd. o/a The Mongolie Grill,Medium,"Effective November 1, 2013 remove Visioncare.  Change basic dental to 50% and remove orthodontics",True,2013-10-31T19:18:20.000+0000,False,False,005G0000002gy37IAA,2013-10-31T19:18:14.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)451-4476,,wade@benefexconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4536.0
500G000000H6WmcIAF,False,,00004006,003G0000018f7SCIAY,001G000000urMx9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Alkan Air 251741 inc ltd nem,Medium,add prem $37.28,True,2013-10-31T19:50:17.000+0000,False,False,005G0000002gy3HIAQ,2013-10-31T19:50:09.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 822-1718,,darren@clearpointbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4536.0
500G000000H6bpDIAR,False,,00004007,003G0000018f7F5IAI,001G000000urMt0IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,re-allocate existing account,Low,"Chad's father bought LL Conservative Profile last year, Chad wants to reduce costs and improve performance if possible using a custom mix.",True,2015-03-03T14:00:22.000+0000,False,False,005G0000002gy6YIAQ,2013-11-01T13:59:28.000+0000,005G0000002gy6YIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,506-853-6111,,chad.crouse@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,,2.0,0.0,0.0,,False,4535.0
500G000000H6bxCIAR,False,,00004008,003G0000018f6t3IAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA,Medium,Ling required some details regarding the TFSA account,True,2013-11-01T14:13:08.000+0000,False,False,005G0000002gxzdIAA,2013-11-01T14:12:20.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,514-331-5838,514-726-1215,ling.yao@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4535.0
500G000000H6edeIAB,False,,00004009,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"267346 - Halbar Stainless Products Ltd. (Changed Cls 1 Life max, inc NEM LTD)",Medium,"Change class 1 name to Senior Management 
Change class 1 LIFE and ADD max to flat 250K and transferer cert 12
Inc NEM LTD for class 1 & 2 to 4700",True,2013-11-01T16:54:39.000+0000,False,False,005G0000002gy3HIAQ,2013-11-01T16:52:38.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4535.0
500G000000H6fdaIAB,False,,00004010,003G0000018f6coIAA,001G000000urMtHIAU,,,,,,CI,012G00000012AYVIA2,In Progress,End Client Question,Email,,Leblanc - Client with exclusion,High,Client has an exclusion which can be reconsidered once pending tests are completed. Client says all test were don in November 2012. Reviewing case with the underwriter (Stephanie B.),False,,False,False,0050A000000qZknQAE,2013-11-01T17:54:24.000+0000,005G0000002gyCxIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902)742-3195,(902) 769-8310,steven@maritimewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qZknQAE,,,,,,,0.0,0.0,0.0,,False,4535.0
500G000000H6g4xIAB,False,,00004011,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Di Claim Dr. Gertenstein,Medium,,True,2013-11-01T18:24:36.000+0000,False,False,005G0000002gyDJIAY,2013-11-01T18:24:29.000+0000,005G0000002gyDJIAY,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4535.0
500G000000H6yKoIAJ,False,,00004012,003G0000018f6xJIAQ,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Multani DI,Medium,After discussing adding addtional  CI the client asked Ravi about DI. we put together some DI options for him. Ravi is to meet with Harpeet  on Monday Nov 4 to do the CI app.,True,2013-11-19T15:32:39.000+0000,False,False,005G0000002gyG3IAI,2013-11-04T16:29:17.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(516)966-4400,(519) 980-7934,rsyal@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4532.0
500G000000H6yYcIAJ,False,,00004013,003G0000018f7T1IAI,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,The Parlour Inc. (Amendment),Medium,"Increase dental maximum to $1,500

Additional monthly premium $21.37",True,2013-11-04T16:44:35.000+0000,False,False,005G0000002gy37IAA,2013-11-04T16:44:25.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)988-9429,(780) 720-6720,murray@buchananinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4532.0
500G000000H6zXtIAJ,False,,00004014,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Navjot Sodhi Prof. Corp. o/a Ellerslie Dental Clinic (Amendment),Medium,"Effective January 1, 2014 amend policy to remove MRP",True,2013-11-04T17:43:51.000+0000,False,False,005G0000002gy37IAA,2013-11-04T17:43:18.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4532.0
500G000000H70PNIAZ,False,,00004015,0030A0000029drmQAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Nexsource Power (AMENDMENT),Medium,"STD & LTD NEM increase, increase life to 2x",True,2013-11-04T18:46:43.000+0000,False,False,005G0000002gyDnIAI,2013-11-04T18:46:16.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)922-1697,,scott@scottpollock.ca,(780)922-1550,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4532.0
500G000000H724zIAB,False,,00004016,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,KMC Oilfield Maintenance Ltd. (Amendment),Medium,"Open Enrollment for 22 employees.

Increase NEM for STD to 1,293
Increase NEM for LTD to 5,600",True,2013-11-04T20:32:40.000+0000,False,False,005G0000002gy37IAA,2013-11-04T20:32:33.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4532.0
500G000000H72NEIAZ,False,,00004017,0030A0000029mRtQAI,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,LIB,Medium,Inquiry on client's LIB account,True,2013-11-04T20:58:39.000+0000,False,False,005G0000002gxzdIAA,2013-11-04T20:56:59.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(514)331-5838X269,,fran.hepworth@londonlife.com,(514)331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4532.0
500G000000H77nmIAB,False,,00004018,003G0000018f6SQIAY,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Epplett LIfe Policy,Low,GWL life: Jean wanted to see an offset for a GWL life policy. required an email to GWL client service,True,2013-11-05T15:18:21.000+0000,False,False,005G0000002gyG3IAI,2013-11-05T15:18:02.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(226)216-2690,(519) 566-4226,jean@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4531.0
500G000000H78EbIAJ,False,,00004019,003G0000018f6u6IAA,001G000000urMqWIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,DSC Fee Rebate,Medium,"Steve e-mailed me and Archie asking how he could go about rebating a DSC fee that a client would incur if they transferred their account from IG. After doing some research and talking to Shelly Morris at head office, it was determined that for mutual funds you can only rebate if you have Contract B. For contract A advisors to rebate the funds must go into either the Mackenzie RESP or a Labour Sponsored fund. This was little help  to Steve as he is not a contract B holder. I did send him the information for his records.",True,2013-11-05T15:37:33.000+0000,False,False,005G0000002gyEsIAI,2013-11-05T15:37:08.000+0000,005G0000002gyEsIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(647)802-7726,(647) 802-7726,steve@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4531.0
500G000000H78zNIAR,False,,00004020,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,End Client Question,Medium,,False,,False,False,005G0000002gy9ZIAQ,2013-11-05T16:21:18.000+0000,005G0000002gy9ZIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,4531.0
500G000000H79UDIAZ,False,,00004021,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Bullet Wireline Services Inc. (Add CANUS),Medium,"Add CANUS policy #166906 for 2 employees to Bullet Wireline Services Inc. policy #283166 effective November 1, 2013",True,2013-11-05T17:21:34.000+0000,False,False,005G0000002gy37IAA,2013-11-05T17:21:26.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4531.0
500G000000H7AKQIA3,False,,00004022,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Mag Tool Inc. (Amendment),Medium,"Effective November 1, 2013 cancel EAP Contact",True,2013-11-05T17:48:13.000+0000,False,False,005G0000002gy37IAA,2013-11-05T17:48:03.000+0000,005G0000002gy3WIAQ,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4531.0
500G000000H7AqOIAV,False,,00004023,003G000001B4xtsIAB,001G000000vlxhbIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Aurora Truck Centre Ltd,Medium,"Amending to only LIFE, AD&D and Dissability",True,2016-03-18T17:25:20.000+0000,False,False,005G0000002gyDvIAI,2013-11-05T18:29:38.000+0000,005G0000002gyDvIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(250) 845-7977,,gvanderwoerd@bvfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4531.0
500G000000H7BoHIAV,False,,00004024,003G0000018f7StIAI,001G000000urMx8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Streamline Fire Protection Ltd. (Amendment),Medium,"Change waiting period from 6 to 3 months effective November 1, 2013",True,2013-11-05T18:46:05.000+0000,False,False,005G0000002gy37IAA,2013-11-05T18:45:59.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 415-5754,,gshields@lloydsadd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4531.0
500G000000H7CBQIA3,False,,00004025,003G0000018f75pIAA,001G000000urMnVIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,P. Schutz - Exclusion,High,"Potential removal of exclusion, client P. Schutz.  Awaiting file to be ordered from archives for further comment.",True,2015-03-23T18:00:57.000+0000,False,False,005G0000002gyGaIAI,2013-11-05T18:54:19.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)685-6521,(604) 644-9725,david@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4531.0
500G000000H7DMKIA3,False,,00004026,003G0000018f6qRIAQ,001G000000urMsAIAU,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,GIO inquiry,Medium,Inquired about GIO rates,True,2013-11-05T20:13:48.000+0000,False,False,005G0000002gxzdIAA,2013-11-05T20:13:26.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,514-331-5838,,christian.mcguire@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4531.0
500G000000H7DNrIAN,False,,00004027,003G000001C49a1IAB,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Market Commentary,Medium,Needed to have the weekly market commentary from GLC,True,2013-11-05T20:15:28.000+0000,False,False,005G0000002gxzdIAA,2013-11-05T20:15:00.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(514) 331-5838 x366,,haig.liberian@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4531.0
500G000000H7JWDIA3,False,,00004028,003G0000018f73qIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Low,,True,2013-11-06T15:15:57.000+0000,False,False,005G0000002gy2wIAA,2013-11-06T15:13:35.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(647)832-1568,(647) 832-1568,hezeng.li@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,1.0,1.0,0.0,,False,4530.0
500G000000H7Kz6IAF,False,,00004029,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,#278514 Award Contractors Ltd. (Amendment),Medium,"Effective November 1, 2013 change the minimum number of hours to be eligible for benefits from 24 to 20 hours",True,2013-11-06T16:59:02.000+0000,False,False,005G0000002gy37IAA,2013-11-06T16:58:54.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4530.0
500G000000H7L4kIAF,False,,00004030,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"264495 Compass Industrial - nem inc for life, std and ltd. add prem 175.66",Medium,,True,2013-11-06T17:04:35.000+0000,False,False,005G0000002gy37IAA,2013-11-06T17:04:27.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4530.0
500G000000H7L6NIAV,False,,00004031,003G0000018f6XFIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Referred $705k case for Steve & Odette Korotzszyn to Kelvin Wong PWC,High,"Kelvin to prepare Seg fund proposal, similar in risk as current portfolio
Clients retired, with IG and Manulife Securities",True,2013-11-07T16:40:47.000+0000,False,False,005G0000002gy7yIAA,2013-11-06T17:12:13.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,Investors Group and Manulife Securities,Other,,,0.0,,,0.0,False,Investors Group and Manulife Securities,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4530.0
500G000000H7LtYIAV,False,,00004032,0030A0000029isyQAA,001G000000wjNqXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,citi page div 3 - added std to class 3 and 4 add prem 172.33,Medium,,True,2013-11-06T17:58:30.000+0000,False,False,005G0000002gy3gIAA,2013-11-06T17:58:22.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)448-1988,,gary.leskow@investorsgroup.com,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4530.0
500G000000H7MH6IAN,False,,00004033,0030A0000029jRWQAY,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Takla Lake First Nation,Medium,Adding a seperate division,True,2016-03-18T17:25:55.000+0000,False,False,005G0000002gyDvIAI,2013-11-06T18:24:55.000+0000,005G0000002gyDvIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(250)612-8091,,alanweeks@telus.net,(250)612-3451,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4530.0
500G000000H7P4yIAF,False,,00004034,003G0000018f7b2IAA,001G000000urNB7IAM,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Stone Landscapes 274764,Medium,spoke with Rob regarding amendment options for his client. He is also considering a health spending account,False,,False,False,005G0000002gyAEIAY,2013-11-06T21:25:00.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(519) 579-4273,,rdubois@erb-erb.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4530.0
500G000000H7Po3IAF,False,,00004035,0030A0000029drmQAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Nexsource Power (AMENDMENT),Medium,Create Div 2: Nexsource Electric & Controls. tranfered ee's from div 1 into Div 2,True,2013-11-06T22:25:31.000+0000,False,False,005G0000002gyDnIAI,2013-11-06T22:25:05.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)922-1697,,scott@scottpollock.ca,(780)922-1550,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4530.0
500G000000H7TgDIAV,False,,00004036,003G0000018f6yxIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,non-residency inquiry,Medium,Yong needed some details regarding non-residents and the sale of seg funds.,True,2013-11-07T14:12:58.000+0000,False,False,005G0000002gxzdIAA,2013-11-07T14:12:23.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)438-1232X6244,,yong.song@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4529.0
500G000000H7USkIAN,False,,00004037,003G0000018f7CZIAY,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Tax inquiry,Medium,Gilles had a question about capital gains realized in his client's seg fund account.,True,2013-11-07T15:16:27.000+0000,False,False,005G0000002gxzdIAA,2013-11-07T15:15:55.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(514)331-5838,,gilles.caron@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4529.0
500G000000H7WUfIAN,False,,00004038,003G0000018f7GkIAI,001G000000urMw8IAE,,,,,,DI,012G00000012AYVIA2,In Progress,End Client Question,Phone,,Paul Raynor,Medium,This case was issued on a modified basis. Client is in Calgary. CLient has kidney stones last week and wants to know if it will impact the DI offer. I'm waiting for Paul Murphy to get back to me with more details to send to the underwriter.,False,,False,False,0050A000000qZknQAE,2013-11-07T18:02:21.000+0000,005G0000002gyCxIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902)209-6600,(902) 209-6600,paul@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qZknQAE,,,,,,,0.0,0.0,0.0,,False,4529.0
500G000000H7XjKIAV,False,,00004039,003G0000018f6xJIAQ,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,LIB,Medium,Ravi needed help in determining what to do with an account client is drawing more than intended in LIB.  He will need to remove the rider as the original intentions of the account have changed.,True,2013-11-07T18:58:21.000+0000,False,False,005G0000002gy4OIAQ,2013-11-07T18:58:06.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(516)966-4400,(519) 980-7934,rsyal@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4529.0
500G000000H7ZueIAF,False,,00004040,003G0000018f80qIAA,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Kids Kottage Foundation (Amendment),Medium,"Change Class 1 name to ""Office Staff & Supervisors""",True,2013-11-07T21:53:49.000+0000,False,False,005G0000002gy37IAA,2013-11-07T21:53:42.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 918-3781,,shelly@benefitnetworkinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4529.0
500G000000H7fDyIAJ,False,,00004041,003G0000018f7LUIAY,0015o000008CyhYAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,"Aurora is looking at rebalancing existing CC portfolio and wants input on the changes.

Provided recommendations and Aurora implemented them wight he client.",True,2013-11-13T15:46:26.000+0000,False,False,005G0000002gy9PIAQ,2013-11-08T15:47:54.000+0000,005G0000002gy9PIAQ,2024-05-02T13:10:38.000+0000,0055o0000019VX9AAM,2024-05-02T13:10:38.000+0000,(905)397-3322,(905) 401-5731,aurora@luminariswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,4528.0
500G000000H7fvsIAB,False,,00004042,003G0000018f6Z1IAI,001G000000urMoGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,In Person,,Portfolio Review,Medium,Discussed,False,,False,False,005G0000002hp7wIAA,2013-11-08T16:47:48.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403) 261-4690 ext 255,(403) 560-1784,mike.bonnell@freedom55financial.com,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,,0.0,0.0,0.0,,False,4528.0
500G000000H7g3aIAB,False,,00004043,003G0000018f6Z1IAI,001G000000urMoGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Dowhaniuk Portfolio Review,Medium,Discussed annual investment review and specific documents to prepare for his client meeting.,True,2013-11-08T16:49:18.000+0000,False,False,005G0000002hp7wIAA,2013-11-08T16:49:03.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403) 261-4690 ext 255,(403) 560-1784,mike.bonnell@freedom55financial.com,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4528.0
500G000000H7gBtIAJ,False,,00004044,003G0000018f76DIAQ,0015o000008CygIAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,End Client Question,In Person,,McClean,Medium,Client selling home looking for ret plan,False,,False,False,005G0000004dLs8IAE,2013-11-08T16:59:13.000+0000,005G0000002gy6cIAA,2024-05-07T12:40:37.000+0000,0055o0000019VX9AAM,2024-05-07T12:40:37.000+0000,(519)245-9900,(226) 927-5183,davemclean@platerfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dLs8IAE,,,,,,,0.0,0.0,0.0,,False,4528.0
500G000000H7hkBIAR,False,,00004045,003G0000018f7FFIAY,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,Claim integrated according 85% all source and client was not happy.   Took the advisor through the contract and posiitioning with the client.,True,2013-11-08T18:57:44.000+0000,False,False,005G0000002gyB3IAI,2013-11-08T18:57:13.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,709-722-7861,,david.white@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4528.0
500G000000H88VaIAJ,False,,00004046,003G000001IkUyRIAV,001G000000urMpbIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Recommendations,Medium,"November 12: Had to go through the various ways/options for recommendations.  Explaining, that making change for the sake of change isn't always the best option.",True,2013-11-12T15:18:03.000+0000,False,False,005G0000002gy4OIAQ,2013-11-12T15:17:53.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(519) 967-1180 X 266,,mitchell.boucher@freedom55financial.com,(519) 967-1234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4524.0
500G000000H88ppIAB,False,,00004047,003G0000018f7EyIAI,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Taxation inquiry,Medium,Mimi needed to know what was the best account for her client to open: TFSA or RRSP under his current situation,True,2013-11-12T15:39:10.000+0000,False,False,005G0000002gxzdIAA,2013-11-12T15:38:18.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,514-331-5838,(514) 779-3890,soudathip.phonlasouk@financiereliberte55.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4524.0
500G000000H89UZIAZ,False,,00004048,003G0000018f6jNIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RRSP transfer,Medium,Michael had a question about his client's RRSP transfer to London Life.,True,2013-11-12T16:19:51.000+0000,False,False,005G0000002gxzdIAA,2013-11-12T16:19:09.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(514)586-6661,(514) 586-6661,jingsong.zheng55@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4524.0
500G000000H89l1IAB,False,,00004049,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Rebalancing,Medium,"November 12: Met with Kathy, she was looking for advice on what/if any changes were needed for her clients portfolio.",True,2013-11-12T16:37:12.000+0000,False,False,005G0000002gy4OIAQ,2013-11-12T16:37:05.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4524.0
500G000000H89mEIAR,False,,00004050,003G000001C3Z61IAF,001G000000wjNrYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Gregor Mechanical (AMENDMENT),High,Add major DC @ 80% coinsurance,True,2013-11-12T16:38:43.000+0000,False,False,005G0000002gyDnIAI,2013-11-12T16:38:13.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 459-3343 x267,,donald.robertson@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4524.0
500G000000H8AmoIAF,False,,00004051,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Strive Financial (AMENDMENT),Medium,"Increase LTD NEM to 2,250",False,,False,False,005G0000002gyDnIAI,2013-11-12T17:47:29.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4524.0
500G000000H8BvEIAV,False,,00004052,003G0000018f77SIAQ,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Customer Interview?,Medium,,True,2015-03-23T18:07:20.000+0000,False,False,005G0000002gyGaIAI,2013-11-12T18:50:55.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(604)564-9324,6048802766,nick@anchorpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4524.0
500G000000H8E7KIAV,False,,00004053,003G0000018f7a1IAA,001G000000urNDHIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Limberlost Stone,High,"Communication about enhancing the executives dental plan, received approval from head office.",True,2013-11-12T20:59:12.000+0000,False,False,005G0000002gyAEIAY,2013-11-12T20:58:56.000+0000,005G0000002gyAEIAY,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,,,curtis.mccone@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4524.0
500G000000H8E7tIAF,False,,00004054,003G000001C49a1IAB,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LL US Dividend fund,Medium,Haig needed some details regarding the LL US Dividend fund,True,2013-11-12T21:00:14.000+0000,False,False,005G0000002gxzdIAA,2013-11-12T20:59:31.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(514) 331-5838 x366,,haig.liberian@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4524.0
500G000000H8H3MIAV,False,,00004055,003G0000018f7ATIAY,001G000000urMtiIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Inforce life question... can we show -2% dividend scale?,Low,"Joan Greenwood - Policy 8117989-2

See email.",True,2013-11-13T00:26:03.000+0000,False,False,005G0000002gyDWIAY,2013-11-13T00:25:56.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(236)420-1887,(250) 317-1965,gary@encompasssolutions.ca,(236)420-1987,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,1.0,0.0,0.0,,False,4524.0
500G000000H8MScIAN,False,,00004056,0030A0000029atmQAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,M & T Exteriors 280348 - changed wp to 3 mths,Medium,,True,2013-11-13T16:27:40.000+0000,False,False,005G0000002gy3HIAQ,2013-11-13T16:27:29.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)428-8585X388,(780) 966-6506,,(780)429-1353,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8Mg0IAF,False,,00004057,003G0000018f7ZuIAI,001G000000urN5gIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Group Life Conversion quotes,Medium,"Kevin called to request group life conversion quotes for one of his clients, 

male, ns, 54, 165K to convert",True,2017-03-06T21:08:33.000+0000,False,False,005G0000002gy2jIAA,2013-11-13T16:29:47.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(905) 296-0381 ext 27,(289) 230-4331,kevin@mcdonaldhealth.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8N2RIAV,False,,00004058,003G0000018f71eIAA,001G000000urMsiIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,Product Question,Email,,Bulletin Q3 Fonds Immobilier GW,High,"Son client a investi dans le fonds Immobilier LL et veut aussi comparer les 2 fonds immobiliers GW et LL
Bulletin Q3 GW  envoyé le 13 nov. au conseiller",False,,False,False,005G0000002gy87IAA,2013-11-13T16:50:12.000+0000,005G0000002gy87IAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(819)371-4639,(819) 371-4639,guy-pierre@sfgpb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8NuIIAV,False,,00004059,003G0000018f7GnIAI,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Presenation to Accountants,Medium,Provide illustrations and coaching on corp life ins.,True,2015-03-23T18:07:42.000+0000,False,False,005G0000002gyGaIAI,2013-11-13T17:25:08.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(778)988-7335,(778) 988-7335,chris@numofinancial.com,(604)337-2908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8OQYIA3,False,,00004060,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,1583946 AB Ltd. o/a Taurus Woodwork (Amendment),Medium,"Create 2 separate benefit classes:

Class 1 Owners:  No change to the benefit.  Transfer ID #3 & 5 into this class

Class 2 All Other Employees: Change co-insurance for HC (including parameds), visioncare, drugs & basic dental to 80%

No additional premium generated",True,2013-11-13T17:57:52.000+0000,False,False,005G0000002gy37IAA,2013-11-13T17:57:40.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8OYAIA3,False,,00004061,003G0000018f7OTIAY,001G000000urMoGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Chiu - Annual Portfolio Review,Medium,Jerry has asked me to take a look at the current portfolios for Francis & Angela Chiu.  They are looking to retire in approx. 5 years and is wanting to take a look at scaling back risk.,False,,False,False,005G0000002hp7wIAA,2013-11-13T18:30:46.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,,4.0,0.0,0.0,,False,4523.0
500G000000H8P8bIAF,False,,00004062,003G0000018f7L4IAI,001G000000urMtJIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Corzac Enter Apple Auto Glass,Medium,Carl would like pricing for two amendment options,True,2014-12-13T02:52:49.000+0000,False,False,005G0000002gyBbIAI,2013-11-13T18:38:20.000+0000,005G0000002gyBbIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902)371-8461,(902) 371-8461,carl@cgordoncapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBbIAI,,,,,,,1.0,0.0,0.0,,False,4523.0
500G000000H8Q9KIAV,False,,00004065,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Sunco Communications & Installations (Amendment),Medium,"Remove all Health & Dental effective Dec 1, 2013",True,2013-11-13T20:06:03.000+0000,False,False,005G0000002gy37IAA,2013-11-13T20:05:57.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8QHxIAN,False,,00004063,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Erica's Daycare - Michelle Hicks,Medium,"Michelle claims she was set up with GWL previously so that her kids claims would always run through GWL plan first even though ex-husbands birthdate is first in the year.  We have no record of this.  Sharon Morrision is investigating.

Nov 19/13 - Michelle's kids no longer have coverage with ex-spouse so claims will only run through Erica's Daycare.  Declined Vision claim for son will be assessed.",True,2013-11-19T19:19:51.000+0000,False,False,005G0000002gy7UIAQ,2013-11-13T19:41:02.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8QaVIAV,False,,00004064,0030A0000029epzQAA,001G000000wjNqWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Kingsway Scientific (AMENDMENT),Medium,"Classed out group
A.O.E - increase life, add ci, increase paramends
MGMT - Removed DI",True,2013-11-13T20:01:26.000+0000,False,False,005G0000002gyDnIAI,2013-11-13T20:01:01.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)431-0527,(587) 764-0202,cam.lowe@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8RY7IAN,False,,00004066,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Analysis of client's TD portfolio,Medium,Martin needed an analysis of his client's current TD portfolio,True,2013-11-13T21:05:33.000+0000,False,False,005G0000002gxzdIAA,2013-11-13T21:05:02.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4523.0
500G000000H8RlpIAF,False,,00004067,0030A0000029YzDQAU,001G000000wjNqYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,645504 Alberta Ltd. (AMENDMENT),Medium,LTD NEM Increase,True,2013-11-13T21:24:34.000+0000,False,False,005G0000002gyDnIAI,2013-11-13T21:24:23.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(780)431-0527,(780) 790-0644,stewart.white@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8S8zIAF,False,,00004068,003G0000018f6U2IAI,001G000000urMvuIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,End Client Question,Medium,Brian has a client with a family trust and wanted info about section 75(2),True,2015-10-02T20:31:38.000+0000,False,False,005G0000002gy9ZIAQ,2013-11-13T21:58:21.000+0000,005G0000002gy9ZIAQ,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(204)947-5555,(204) 229-8880,brian@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8T7VIAV,False,,00004069,003G000001IjNN9IAN,001G000000urMrDIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,,True,2013-11-13T23:28:28.000+0000,False,False,005G0000002gy2wIAA,2013-11-13T23:28:15.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:58.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:58.000+0000,(647)668-3504,(647) 669-4684,andre@mccalmont-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4523.0
500G000000H8WfhIAF,False,,00004070,003G0000018f6ohIAA,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Medium,Client has an IPP from his teachers pension that he rolled over.  Keith wants to understand the clients options now that he is 65 and wants an income from it.,True,2013-11-14T14:15:01.000+0000,False,False,005G0000002gy9PIAQ,2013-11-14T14:14:53.000+0000,005G0000002gy9PIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,905-682-2651,,keith.mackenzie@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,,1.0,0.0,0.0,,False,4522.0
500G000000H8XDuIAN,False,,00004071,003G0000018f7ZDIAY,001G000000urN4cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,FRS Instrumentation,Medium,This case was transferred in from hamilton SMC 228412,True,2013-11-14T17:13:59.000+0000,False,False,005G0000002gyAEIAY,2013-11-14T14:54:45.000+0000,005G0000002gyAEIAY,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 688-5531 ext 216,(289) 686-2671,ruthann.kamphuis@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4522.0
500G000000H8aEoIAJ,False,,00004073,003G0000018f7J0IAI,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,GWL life code,Low,,True,2013-11-18T15:02:37.000+0000,False,False,005G0000002gy2wIAA,2013-11-14T18:34:39.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,416-789-4527,,qian.liao@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4522.0
500G000000H8aPRIAZ,False,,00004072,003G0000018f7yHIAQ,001G000000urN84IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,Medium,"He's got a case that's not going to be $15,000 of premium but he's exploring recommending permanent insruance for shareholders that currently have term for their shareholders' agreement he wanted to have a discussion about how that might work.",True,2016-10-28T21:02:02.000+0000,False,False,005G0000002gy9ZIAQ,2013-11-14T18:17:02.000+0000,005G0000002gy9ZIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204)944-1144,,jkirk@lawtonpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,4522.0
500G000000H8cXUIAZ,False,,00004074,003G0000018f7qxIAA,001G000000urN6FIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Old SK LIF,Medium,Bob has a client in an old LIF (SK legislation) and wanted to know if he could transfer this to a PRIF.,True,2013-11-14T21:54:11.000+0000,False,False,005G0000002gy6dIAA,2013-11-14T20:46:41.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(306)931-2623,,bob.dobrinski@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,2.0,0.0,0.0,,False,4522.0
500G000000H8f7SIAR,False,,00004075,003G0000018f6ccIAA,001G000000urMtjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Asked about IFA... not appropriate though,Medium,Roofer.  Just doing $300 - $400 per month WL.  No models or strategies needed.,True,2013-11-15T00:11:23.000+0000,False,False,005G0000002gyDWIAY,2013-11-15T00:11:16.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250) 763-1114 x 4235,(250) 717-7353,kevin.hillman@freedom55financial.com,(250) 763-2214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,1.0,0.0,0.0,,False,4522.0
500G000000H8kCOIAZ,False,,00004076,0030A0000029atmQAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,285473 - Sunbake Pita Bakery,Medium,"Remove VC, Reduce CI to 10K, Reduce nursing to 5K",True,2013-11-15T16:54:04.000+0000,False,False,005G0000002gy3HIAQ,2013-11-15T16:53:34.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)428-8585X388,(780) 966-6506,,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4521.0
500G000000H8kGGIAZ,False,,00004077,003G0000018f7SCIAY,001G000000urMx9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,256583 - Northern Materials Engineering,Medium,Adding PDD - no extra cost,True,2013-11-15T16:58:48.000+0000,False,False,005G0000002gy0UIAQ,2013-11-15T16:58:30.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 822-1718,,darren@clearpointbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4521.0
500G000000H8lOgIAJ,False,,00004078,003G0000018f6q2IAA,001G000000urMo8IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Mackenzie RESP Question,Medium,"Todd was looking for a conservative portfolio/fund for his RESP client - did some research and realized that the Symmetry class funds were not going to work for Todd and his client so Brad and Todd discussed a corp bond fund and in turn we contacted Doug McGowan for assistance in determining a right fund for this client. 

Alex, 

I assume that you are looking for the Mackenzie ‘versions’ of these funds? 

Mackenzie Maxxum Dividend Fund is now Mackenzie Canadian Large Cap Dividend Fund. It is also available in a class version. 

	FE	BE	LL3
Mackenzie Canadian Large Cap Dividend Fund	1531	1631	3196
Mackenzie Canadian Large Cap Dividend Class	1598	1854	2182
Mackenzie Corporate Bond Fund	756	856	3171

With respect to alternatives, the Quadrus Mackenzie Strategic Income Fund employs both dividends and corporate bonds as part of the flexible and ‘free-to-roam’ mandate (across asset classes and within asset classes). 

	FEL	DSC	LSC
Quadrus Mackenzie Strategic Income Fund	1235	1335	1435


Please advise if there are any other questions. 

Thanks. 

Doug





Brad Davies and Todd Babcock are working on an allocation for an RESP and we need your help.

Mackenzie Maxxum Dividend – allocation 25% -  we need the DSC fund #

Mackenzie Corporate Bond Fund – allocation 75% - we need your help in suggesting a fund to use, DSC version

If you need any further information, please let me know.  I should mention that Todd’s appointment is tomorrow, Friday.",True,2017-11-30T18:58:53.000+0000,False,False,005G0000002gxzQIAQ,2013-11-15T18:16:01.000+0000,005G0000002gxzQIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzQIAQ,,,,,,,0.0,0.0,0.0,,False,4521.0
500G000000H8lWLIAZ,False,,00004089,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Marcel Fortier - LIB,Medium,"Client has questions regarding LIB product
Would like to see an updated illustration",True,2013-12-08T17:17:00.000+0000,False,False,005G0000002gy8MIAQ,2013-11-15T18:26:30.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Presentation,1.0,0.0,0.0,,False,4521.0
500G000000H8mNQIAZ,False,,00004090,0030A0000029eoLQAQ,001G000000yXjtRIAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Alberta Society of Radiologist (AMENDMENT),Medium,"Remove EAP, add 300$ VC",True,2013-11-15T19:23:45.000+0000,False,False,005G0000002gyDnIAI,2013-11-15T19:23:27.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)430-6101,,don.johnson@telusplanet.net,(780)988-9711,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4521.0
500G000000H8nJ0IAJ,False,,00004091,003G0000018f7KgIAI,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Kelli Priticher,Medium,Upgrade / graded premium switch,True,2013-11-15T20:37:32.000+0000,False,False,005G0000002gyB3IAI,2013-11-15T20:37:11.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4521.0
500G000000H90bXIAR,False,,00004172,003G0000018f7NxIAI,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,,True,2013-11-18T14:10:12.000+0000,False,False,005G0000002gy2wIAA,2013-11-18T14:09:42.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,416-789-4527,,daniel.gao@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4518.0
500G000000H91FXIAZ,False,,00004173,003G0000018f6pIIAQ,001G000000urMr2IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,,True,2013-11-18T15:01:27.000+0000,False,False,005G0000002gy2wIAA,2013-11-18T15:01:06.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)789-4527,647-999-4884,robert@romasfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4518.0
500G000000H91JFIAZ,False,,00004174,003G0000018f7Q0IAI,001G000000urMyIIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,Email,,Comparison for David Puhl,Medium,David emailed me as he was looking for a comparison between the CA association's group plan vs. GWL's Professional plan. I emailed him a comparison on Tuesday November 12th.,False,,False,False,005G0000002gy08IAA,2013-11-18T15:04:55.000+0000,005G0000002gy08IAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)221-9300,(403) 605-7574,david.puhl@puhlemployeebenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4518.0
500G000000H92lIIAR,False,,00004175,003G0000018f7SCIAY,001G000000urMx9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,256786 Unitray delete ic class,Medium,,True,2013-11-18T17:39:08.000+0000,False,False,005G0000002gy2tIAA,2013-11-18T17:38:55.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 822-1718,,darren@clearpointbenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4518.0
500G000000H9489IAB,False,,00004176,003G0000018f7pdIAA,001G000000urN6cIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,FAA to FIF Question,Medium,"Ed is moving a client from an Option A FAA to Option B FIF and was concerned about client getting DSC charges - I recommended remaining in Option A or using FEL 0 new segs, but he wants the comp.",True,2013-11-20T14:57:46.000+0000,False,False,005G0000002gy6dIAA,2013-11-18T17:52:05.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4518.0
500G000000H94lhIAB,False,,00004177,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Rejent Tool & Manufacturing Co. Ltd (Amendment),Medium,Name change to Rejent Tool & Manufacturing Co. Ltd  effective Dec 1/13.  No change of ownership,True,2013-11-18T18:25:55.000+0000,False,False,005G0000002gy37IAA,2013-11-18T18:25:42.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4518.0
500G000000H96OGIAZ,False,,00004178,003G0000018f7CZIAY,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Taxation inquiry,Medium,Needed to know details of his client's capital gains for his account,True,2013-11-18T19:56:54.000+0000,False,False,005G0000002gxzdIAA,2013-11-18T19:56:02.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)331-5838,,gilles.caron@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4518.0
500G000000H96VMIAZ,False,,00004179,003G0000018f7K2IAI,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,286914 - Eastside Hangers Inc. (adding Div 2 + 5 EEs),Medium,"Div 2 = Smart Choice Thermal Barriers
Same contact and address as Div 1.

EFT to follow",True,2013-11-18T20:04:53.000+0000,False,False,005G0000002gy0UIAQ,2013-11-18T20:04:08.000+0000,005G0000002gy0UIAQ,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8909,,john@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4518.0
500G000000H9797IAB,False,,00004180,003G000001Ik6WeIAJ,001G0000011aHBUIA2,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,10% free units,Medium,Amber needed info on how to set up the 10% free units transaction for her client's account,True,2013-11-18T20:41:44.000+0000,False,False,005G0000002gxzdIAA,2013-11-18T20:40:40.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514) 331-5838,,jiang.du@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4518.0
500G000000H9G1FIAV,False,,00004181,003G0000018f7TCIAY,0015o000008Cyz3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Gem Grant Maintenance Ltd. (Amendment),Medium,"Increase Life NEM from 150,000 to 200,000
Increase STD NEM & Maximum to 1,000
Increase LTD Maximum to 10,000 and NEM to 3,950",True,2013-11-19T16:20:49.000+0000,False,False,005G0000002gy37IAA,2013-11-19T16:20:30.000+0000,005G0000002gy3WIAQ,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780) 465-5201,,wayne@fdgteam.com,(780) 469-6089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4517.0
500G000000H9LSmIAN,False,,00004182,003G0000018f6UyIAI,0015o000008CyvxAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,insured annuity,Medium,comparisons for IA options on a 81 yo rna numbers and put thewm in the calculator and prem was over the after tax annuity amount,True,2013-11-19T22:32:02.000+0000,False,False,005G0000002hHYOIA2,2013-11-19T22:31:53.000+0000,005G0000002hHYOIA2,2024-03-11T14:10:58.000+0000,0055o0000019VX9AAM,2024-03-11T14:10:58.000+0000,(604)687-3055,,bruce@oceanfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4517.0
500G000000H9Q3iIAF,False,,00004183,003G0000018f6XHIAY,001G000000urMqcIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,"Refer case to Kelvin, $2.4 million",High,"Combo of stocks, REITS, funds for $2,400,000.
Retiring in about 4 more years
Clients only 53 / 49",True,2013-11-20T14:55:49.000+0000,False,False,005G0000002gy7yIAA,2013-11-20T14:55:38.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)363-5800,(647) 222-2348,sam@maia.team,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4516.0
500G000000H9R3RIAV,False,,00004184,003G0000018f6RMIAY,001G000000urMw0IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Martin Living life conversion,Medium,"sent Penny/George, conversion quotes for yrt to level on GWL living life policies.....George did not understand the quotes or how to interpret them so Penny asked if i could summarize in one pager.....lynsey has prepped the memo and i will add comments....sent back Nov 20th",True,2014-06-02T19:25:57.000+0000,False,False,005G0000002gy1HIAQ,2013-11-20T16:02:03.000+0000,005G0000002gy1HIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204)953-1660,,george@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1HIAQ,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4516.0
500G000000H9SnHIAV,False,,00004185,003G0000018f6uqIAA,001G000000urMrJIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Investment potential opportunity,Medium,"10/25 -- Opportunity Discussion: advisor has a close friend a prospect, who has approx. $500k for investment. The advisor is seeking help. 
Asked the advisor obtain more client information, including the risk tolerance level and current investment situation. Waiting for more info.
-----------------------------------------------------------------------------------------------
11/22/2013 -- after several attempts to contact the advisor, there is no answers. Case closed.",True,2014-03-30T14:23:44.000+0000,False,False,005G0000002gyCuIAI,2013-11-20T18:03:54.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,905-475-0122,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,,0.0,0.0,0.0,,False,4516.0
500G000000H9SxgIAF,False,,00004186,0030A0000029ds5QAA,001G000000vkeqTIAQ,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Series Protection,High,Was brought into situation where a broker with GWL wanted to obtain AOR on a policy written by an IG advisor. Courtney Berube had spoken with the advisor but he was adament that he should be able to service this client. Had a phone call with Joel on Nov 19th and explained he can convert this term policy to help his client with her planning and he seemed to be comfortable with that option,True,2013-11-20T18:15:58.000+0000,False,False,005G0000002hJmDIAU,2013-11-20T18:15:29.000+0000,005G0000002hJmDIAU,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204)346-0843,(204) 371-7733,joel@bourgouin.ca,(204)326-4021,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hJmDIAU,,,,,,,0.0,0.0,0.0,,False,4516.0
500G000000H9TcZIAV,False,,00004187,003G0000018f7G1IAI,001G000000urMnRIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,marijuana use and CI,Medium,define  what the implications are and impact to a policy,True,2013-11-20T19:05:11.000+0000,False,False,005G0000002hHYOIA2,2013-11-20T19:04:08.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)715-7731,(604) 715-7731,yasuyo@ys-wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4516.0
500G000000H9TuPIAV,False,,00004188,003G000001IkUyCIAV,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Lethbridge case,Medium,Tax cost of transferring Term 10 policy,True,2013-11-20T19:19:39.000+0000,False,False,005G0000002heHMIAY,2013-11-20T19:19:25.000+0000,005G0000002heHMIAY,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,,,phil.franklin@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4516.0
500G000000H9UFwIAN,False,,00004189,003G0000018f73MIAQ,001G000000urMrJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Inforce - Life insurance transfer to charity,Low,"Inforce policy
Asking about charitable giving
Policy has loat 29K
DB 152K
CSV $25K",True,2015-10-30T15:13:06.000+0000,False,False,005G0000002gy9EIAQ,2013-11-20T19:43:54.000+0000,005G0000002gy9EIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)475-0122,,tom.markus@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4516.0
500G000000H9VfhIAF,False,,00004190,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,242504 Custom Business inc life/ltd nem no add prem,Medium,,True,2013-11-20T21:37:31.000+0000,False,False,005G0000002gy37IAA,2013-11-20T21:37:21.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4516.0
500G000000H9VzWIAV,False,,00004191,003G0000018f6SVIAY,001G000000urMoGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,Portfolio Discussion,Medium,"Len and I sat down and reviewed an existing client's mutual fund portfolio, discussed the current asset mix and next steps for discussion with the client.  Len will determine what the client's current investor profile is in the next meeting which will guide us toward a future recommendation.",False,,False,False,005G0000002hp7wIAA,2013-11-20T22:02:09.000+0000,005G0000002hp7wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)261-4690X247,(403) 281-3918,ltoccoli@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4516.0
500G000000H9aVbIAJ,False,,00004192,003G0000018f6p7IAA,001G000000urMsJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Residency,Medium,Victor needed to know if he could open up a Quadrus or London Life account under his potential client's circumstances.,True,2013-11-21T14:38:57.000+0000,False,False,005G0000002gxzdIAA,2013-11-21T14:31:23.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4515.0
500G000000H9cThIAJ,False,,00004193,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,256873 - X-Factor Oilfiled Services Ltd. (LTD NEM INC CLS 1),Medium,From 3200 to 3400,True,2013-11-21T16:59:27.000+0000,False,False,005G0000002gy37IAA,2013-11-21T16:59:08.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4515.0
500G000000H9d8qIAB,False,,00004194,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,286962 - Richert Contract Operating Inc.,Medium,"Inc LIFE NEM CLS 1 from 175K to 200K
Inc LTD NEM CLS 1 from 3200 to 3400

HO Approval requested - lost employees since renewal",True,2013-11-21T17:40:43.000+0000,False,False,005G0000002gy37IAA,2013-11-21T17:40:28.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4515.0
500G000000H9dgfIAB,False,,00004195,003G0000018f6hNIAQ,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,UL in force question about rates of return,Low,,True,2013-11-21T18:11:44.000+0000,False,False,005G0000002gy9KIAQ,2013-11-21T18:11:11.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)995-9742,(514) 995-9742,denyse@beaumontservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4515.0
500G000000H9dz8IAB,False,,00004196,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,284326 Rivard Ent - open enrollment $553.71 + add prem,Medium,,True,2013-11-21T18:30:19.000+0000,False,False,005G0000002gy37IAA,2013-11-21T18:30:09.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4515.0
500G000000H9gTwIAJ,False,,00004197,003G000001M7ASyIAN,001G000000urMnzIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,AOR DI policy,Medium,Spoke with Jacky regarding transfer of DI policy.  Potential in the future to look at WLRP for Dentist client,True,2013-11-21T21:22:32.000+0000,False,False,005G0000002gy5ZIAQ,2013-11-21T21:22:23.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)438-1232,(778) 898-0988,jacky.chan@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4515.0
500G000000H9gyMIAR,False,,00004199,003G0000018f7LoIAI,001G000000urMnzIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Occ Class,Low,Margaret wanted to know how we approach the occupation class of nurses who work in a hospital.,True,2013-11-21T22:07:24.000+0000,False,False,005G0000002gy5ZIAQ,2013-11-21T22:07:14.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)438-1232,(778) 238-3238,margaret.tam@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4515.0
500G000000H9gyuIAB,False,,00004198,003G0000018f7E7IAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Provincial Nominee Underwriting,Medium,Had an extended conversation with Peter about underwriting new immigrants applying for life insurance with PNP status.,True,2014-01-30T16:54:15.000+0000,False,False,005G0000002gy5ZIAQ,2013-11-21T22:01:27.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)438-1232,(604) 880-6628,peterhu@tfortunefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4515.0
500G000000H9lKtIAJ,False,,00004201,003G0000018f6iiIAA,001G000000urMvhIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,PS2 AMS Fee Discussion,High,"11/22/2013 -- Advisor referred a open account investment > $500K. Qualified for PS2, need to discuss with advisor for the AMS fee options. Will contact and make appointment.
-------------------------------------------------------------------------
Had discussion with advisor with regarding the AMS, provided sample AMS fees, and the implication for total MER. Advisor has a better understand with this concept. Case closed",True,2014-03-30T14:26:18.000+0000,False,False,005G0000002gyCuIAI,2013-11-22T16:11:08.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)254-7128,,grace.chung@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,Quotation,0.0,0.0,0.0,,False,4514.0
500G000000H9mNKIAZ,False,,00004200,003G0000018f7CkIAI,001G000000urMr2IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Open Account & Potential Leverage Investment,Medium,"11/22/2013 -- Prospects are couples in high marginal tax bracket. Will have $300K to invest. and the prospects are interested in $200k leverage investment for two reasons: long-term investment goals and potential MER discount. Manulife investment funds is the potential competitor. Need PWC proposal.
---------------------------------------------------------------
PWC proposal provided, Opportunity created, will follow up in the opportunity category.",True,2014-03-30T14:22:16.000+0000,False,False,005G0000002gyCuIAI,2013-11-22T16:05:18.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)576-2886,(416) 576-2886,sherryli@urtrustfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,Marketing Piece;Quotation,3.0,0.0,0.0,,False,4514.0
500G000000H9mWqIAJ,False,,00004202,003G0000018f7DJIAY,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Potential RRSP Transfer,Medium,"11/22/2013 -- Advisor approached me for recommendation for a potential RRSP transfer. The client current has $350k in Scotia and $150k in TD, all in RRSP account. Advisor is seeking advise for investment recommendations. Advised the advisor to obtain the client's current investment statements, his risk tolerance level. Because the amount invested will qualify for PS2, also need the advisor to provide AMS fee option.
-----------------------------------
received the needed info from advisor, investment proposal and a comp arson with the existing portfolio provided, new opportunity created. will follow up on the opportunity category.",True,2014-03-30T14:28:55.000+0000,False,False,005G0000002gyCuIAI,2013-11-22T16:16:38.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)475-0122,(416) 953-6368,ying.wang@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,,1.0,0.0,0.0,,False,4514.0
500G000000H9mkoIAB,False,,00004204,003G000001IlQ3DIAV,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"RRSP, Open Account and US$ Account Transfer",Medium,"11/12/2013 -- Potential transfer case. Clients are couples. Total potential transfer: RRSP: $56845.73; CD$ Open:$90353.99; USD Open: 56093.73. Currently with RD 
Challenge: the clients transfer all the accounts from CIBC to RD 3 months ago, according to the client statements, they are all in low load fee. 
Ask the advisor to obtain the clients' investment risk tolerance level. Will
 provide the investment recommendation.
-------------------------------------------------------------
Proposal provided, new opportunity created. Case closed 
--------------------------------------------------------------------------------------------------",True,2014-03-30T14:30:32.000+0000,False,False,005G0000002gyCuIAI,2013-11-22T16:45:34.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,905-660-9414,,tony.lee@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,Marketing Piece;Analysis Document,3.0,0.0,0.0,,False,4514.0
500G000000H9mtLIAR,False,,00004203,003G0000018f7T1IAI,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Beck Commerical 283669 changed min no of hrs eligible to 40,Medium,,True,2013-11-22T16:42:57.000+0000,False,False,005G0000002gy37IAA,2013-11-22T16:42:48.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)988-9429,(780) 720-6720,murray@buchananinsurance.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4514.0
500G000000H9nQGIAZ,False,,00004205,003G0000018f7C2IAI,001G000000urMquIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Need Complex Investment Recommendation for Client,Medium,"11/21/2013 -- Adam is asking a complex investment recommendation for his team member Steve Seck. Steve has a client with >$430K in varies financial institutes. 
Advised Adam that his team is aligned with Sean, Adam still insisted to obtain the recommendation from me. Will provide the proposal and CC Sean.
----------------------------------------------------
Proposal provided, cc Sean",True,2014-03-30T14:31:35.000+0000,False,False,005G0000002gyCuIAI,2013-11-22T17:11:18.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)333-8575,(416) 333-8575,adam@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,,1.0,0.0,0.0,,False,4514.0
500G000000H9nduIAB,False,,00004206,003G0000018f6QkIAI,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Santo Tonon life annuity sale,High,"Nov13 - 19: meetings with Mike to move sale forward.  See opportunity data.  Sale sold and closed on Nov 20 - $50,900.",True,2013-11-22T17:21:26.000+0000,False,False,005G0000002gy8RIAQ,2013-11-22T17:21:03.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)428-7728,(416) 428-7728,mike.stapleton@blackbrickcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,701G0000000ar0CIAQ,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4514.0
500G000000H9oAQIAZ,False,,00004207,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,268376 - Gateway Trailer Repairs Ltd. (Adding COSTCO),Medium,,True,2013-11-22T17:49:08.000+0000,False,False,005G0000002gy3HIAQ,2013-11-22T17:48:47.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4514.0
500G000000HhNf8IAF,False,,00004208,003G0000018f6YgIAI,001G000000urMvoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Email,,401K transfer and move to the UK (taxation),Medium,"Ed and John Heiydt contacted me about how to move a 401K and IRA from the US to an RRSP. The client is then going to be moving to the UK and they wanted to know how the CDN income will be taxed for a UK resident. I was able to provide them with some information on the transfer thanks to a couple of articles from Mackenzie tax and estate planning group, but I am still working on the CDN income question.",False,,False,False,005G0000002gyEsIAI,2013-11-22T18:10:34.000+0000,005G0000002gyEsIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)552-3004X3,416-399-7656,ed@basiswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4514.0
500G000000HhO5WIAV,False,,00004209,003G0000018f7K2IAI,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,241778 - Solvent Buddy Inc. (Adding Div 3 + 1 EE),Medium,"Div 3 - 3G Safety and Industrial Supply Ltd.
Same contact and address as Div 1",True,2013-11-22T18:37:11.000+0000,False,False,005G0000002gy37IAA,2013-11-22T18:36:47.000+0000,005G0000002gy0UIAQ,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8909,,john@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4514.0
500G000000HhOZ2IAN,False,,00004210,003G0000018f7nNIAQ,001G000000urN0eIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Northwest Fuels Ltd,Medium,Increase the STD NEM,True,2016-03-18T17:26:12.000+0000,False,False,005G0000002gyDvIAI,2013-11-22T19:09:39.000+0000,005G0000002gyDvIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250) 635-6166,,jnester@lakelsefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4514.0
500G000000HhcreIAB,False,,00004211,003G0000018f7zAIAQ,001G000000urMzDIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Survival Systems,Medium,Spoke with Bob.  Wants to increase STD maximum to $2000.  Advised we will also have to increase LTD maximum.  Also change benefit period to 26 weeks on STD and LTD waiting period to $180 days.  Have Julia run quotes.,True,2013-11-28T17:17:07.000+0000,False,False,005G0000002gyBCIAY,2013-11-25T13:47:28.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(902)499-4841,(902) 499-4841,bob.young@fairleadfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,1.0,0.0,0.0,,False,4511.0
500G000000HhfIjIAJ,False,,00004212,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,BHD Instrumentation Ltd. (Amendment),Medium,"Increase LTD NEM from 3,850 to 4,700",True,2013-11-25T16:36:10.000+0000,False,False,005G0000002gy37IAA,2013-11-25T16:36:01.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4511.0
500G000000HhfuHIAR,False,,00004213,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,BHD Instrumentation Ltd. (Amendment),Medium,"Add division 8 - BHD Commercial Investments.

Transfer ID #105 and add new employee",True,2013-11-25T17:12:08.000+0000,False,False,005G0000002gy3WIAQ,2013-11-25T17:12:01.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3WIAQ,,,,,,,0.0,0.0,0.0,,False,4511.0
500G000000Hhj2bIAB,False,,00004214,003G0000018f7HVIAY,001G000000urMrzIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,DI removing smoker status and impact on ROP,Low,Sent form,True,2013-11-25T20:10:00.000+0000,False,False,005G0000002gy9KIAQ,2013-11-25T20:09:45.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)983-9839,(514) 983-9839,rick.rossi@rozayfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4511.0
500G000000Hhj3AIAR,False,,00004215,003G0000018f7HVIAY,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Evaluating life policy for change of ownership to holco,Low,Gave him actuary contact,True,2013-11-25T20:10:57.000+0000,False,False,005G0000002gy9KIAQ,2013-11-25T20:10:48.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)983-9839,(514) 983-9839,rick.rossi@rozayfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4511.0
500G000000Hhk1rIAB,False,,00004216,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Iskut Band Council,Medium,"Add a division "" Kluachon Centre""",True,2016-03-18T17:26:30.000+0000,False,False,005G0000002gyDvIAI,2013-11-25T21:12:07.000+0000,005G0000002gyDvIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,,0.0,0.0,0.0,,False,4511.0
500G000000Hhk3ZIAR,False,,00004217,003G0000018f6qPIAQ,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,conformité sur assurabilité d'un mineur.,Medium,"Lors d'un RDV pour assurer un enfant de 17 ans, est-ce que l'enfant ET le parent doivent être présents ou si juste le parent c'est OK?",True,2013-11-25T21:19:17.000+0000,False,False,005G0000002gy1SIAQ,2013-11-25T21:19:01.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,450-687-3971(450) 687-3971 X 390,(514) 371-8179,david.beaudoin@financiereliberte55.com,(450) 687-7883,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4511.0
500G000000Hhk8OIAR,False,,00004218,003G0000018f7SiIAI,001G000000urMxRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,KWT Terminals Ltd. (Amendment),Medium,Add division 2 - Brio Salon,True,2013-11-25T21:20:21.000+0000,False,False,005G0000002gy37IAA,2013-11-25T21:20:10.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,,(780) 966-7125,klgduhamel@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4511.0
500G000000HhrCRIAZ,False,,00004219,003G0000018f7T3IAI,001G000000urMxKIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Precise Crossings 287367 inc ltd nem add prem $60,Medium,,True,2013-11-26T16:40:43.000+0000,False,False,005G0000002gy37IAA,2013-11-26T16:40:28.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 450-3888,,patrik@gryphonbenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4510.0
500G000000HhtnxIAB,False,,00004220,003G0000018f7yZIAQ,0015o000008CydRAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,LIB,Medium,Jamie had several questions about the calculation of LIA and fees for an old LIB case.,True,2013-12-19T20:28:19.000+0000,False,False,005G0000002gy6dIAA,2013-11-26T18:48:40.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204)594-2212,,jl@rlfadvisory.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4510.0
500G000000HhtsSIAR,False,,00004221,003G0000018f7ZDIAY,001G000000urN4cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,FRS Instrumentation - Amendment,High,"received letter to amend CI to increase NEM for class 2, to $20k, effective November 1, 2013. APproval received from H.O. and amendment submitted to inforce.",True,2013-11-26T18:51:25.000+0000,False,False,005G0000002gyAEIAY,2013-11-26T18:50:54.000+0000,005G0000002gyAEIAY,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 688-5531 ext 216,(289) 686-2671,ruthann.kamphuis@hubinternational.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4510.0
500G000000Hhw4CIAR,False,,00004222,003G0000018f6o8IAA,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Corporate ownerrship,Medium,May turn into case.  2 clients husband and wife with real estate company.  Advisor would like to know more about implications of corporate ownership.,True,2013-11-26T21:05:24.000+0000,False,False,005G0000002gy5ZIAQ,2013-11-26T21:05:14.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)780-8890,(604) 780-8890,leo.wang@leowinners.financial,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4510.0
500G000000HhwT6IAJ,False,,00004223,003G0000018f7SRIAY,001G000000urMxjIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Maaco Collision  (AMENDMENT),Medium,Increased drug for class to to 100% co-insurance,True,2013-11-26T21:34:44.000+0000,False,False,005G0000002gyDnIAI,2013-11-26T21:34:25.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 416-2057,(780) 965-5207,rdunrau@specializedbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4510.0
500G000000HhwyZIAR,False,,00004224,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,264243 Intricate Well inc life/ltd nem add prem 237.00,Medium,,True,2013-11-26T22:10:35.000+0000,False,False,005G0000002gy37IAA,2013-11-26T22:10:25.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4510.0
500G000000Hi23rIAB,False,,00004225,003G000001B5o2UIAR,001G000000urMzUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Town of Hantsport,High,Rob Frost was hired Nov 13/12 and was not advised that he should have joined the plan.  He is the CFO at the Town.  I have emailed Marianne Boyer for an exception to backdate his effective date.  client is willing to pay back premium for pooled benefits.,True,2014-04-21T14:53:13.000+0000,False,False,005G0000002gy7UIAQ,2013-11-27T15:26:26.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(902) 444-6222,(902) 222-6760,pmcdonald@mmgc.ca,(902) 820-3556,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4509.0
500G000000Hi77SIAR,False,,00004226,003G0000018f71CIAQ,001G000000urMtTIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,ROP expiry: taxation,High,"Le client a une police GWL invalidité avec remboursement des primes à la résiliation.
Il est propriétaire de la police. La police a une vingtaine d'années.
Les paiements préautorisés sont effectués dans le compte de la compagnie, mais la police est détenue personnellement.
Au début, il se souvient que sont comptable lui déclarait un avantage imposable pour la totalité de la prime.
Je viens de parler à son comptable actuel et il semble que cette pratique a été omise avec le temps ( en changeant de comptable).

Il n'y a pas d'avantages imposables déclarés depuis quelques années!  Quel est l'impact?

Le comptable me dit qu'il allait déclarer un avantage imposable pour 2013, pour essayer de corriger la situation.

Je lui ai demandé d'attendre de nos nouvelles, pour ne pas ouvrir une cannes de vers... 

Merci encore,

Pascal",True,2013-12-09T18:08:23.000+0000,False,False,005G0000002gyBkIAI,2013-11-27T20:39:47.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(819)663-0555,(819) 661-3663,pascal@pascalleduc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4509.0
500G000000Hi7BZIAZ,False,,00004227,003G0000018f6ptIAA,001G000000urMnmIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,ROP calculator for DI,Medium,working out ROP for Jeff Devlin in the software,True,2013-11-27T22:31:03.000+0000,False,False,005G0000002hHYOIA2,2013-11-27T20:45:01.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)681-4493,,jeff@elementuswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4509.0
500G000000Hi7FrIAJ,False,,00004228,003G0000018f79fIAA,001G000000urMsAIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Lapsed policy CI: can't reinstate the ROP after how much time?,Medium,,True,2013-12-09T18:08:27.000+0000,False,False,005G0000002gyBkIAI,2013-11-27T20:54:35.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)331-6013,,wei.li@weiswealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4509.0
500G000000Hi7vNIAR,False,,00004229,0030A0000029mXmQAI,0015o000008CydLAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,LIRA Unlocking,Medium,Tim has a client where head office forgot to attach a form for unlocking. I followed up with head office what was neglected to be sent to the client and informed Tim of the steps he had to take with his client to be compliant.,True,2013-11-27T21:54:25.000+0000,False,False,005G0000002gyFjIAI,2013-11-27T21:54:16.000+0000,005G0000002gyFjIAI,2024-01-23T15:12:54.000+0000,0055o0000019VX9AAM,2024-01-23T15:12:54.000+0000,(204)444-2091,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4509.0
500G000000Hi7xTIAR,False,,00004230,003G0000018f6YEIAY,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,LIF and RRIF Account,Medium,Wes has a client who was drawing on their LIF and RRIF accounts because they are in their 50's and didn't think they'd once again find gainful employment. Turns out they did and now they don't want to draw on the money anymore. I found out that you can in fact transfer the money back into a LIRA and RRSP in Manitoba and London Life won't charge you a fee for the transaction as well.,True,2013-11-27T21:58:25.000+0000,False,False,005G0000002gyFjIAI,2013-11-27T21:58:10.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204)489-5534X356,,wes.from@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4509.0
500G000000Hi7zZIAR,False,,00004231,003G0000018f7JWIAY,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,LIF Unlocking,Medium,"Eku had some questions in regards to lif unlocking for existing clients which he purchased from trevor doyle when he left. Eku wanted to know the procedure for unlocking, the rules and other types of information. We had a discussion and he is going to draft up an email to his client and have me look it over before he sends it.",True,2013-11-27T22:01:56.000+0000,False,False,005G0000002gyFjIAI,2013-11-27T22:01:49.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204) 489-1012 x434,,eku.malcolm@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4509.0
500G000000HiCKJIA3,False,,00004232,003G0000018f6WCIAY,001G000000urMsNIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Police VU en 20 pmt,Low,police qu'il a eu dans un achat de bloc et client croyait qu'elle serait payer en 20 ans.  Courriel à uniterm pour savoir combien mettre dans la police pour 20 pmt.,True,2013-12-05T20:36:07.000+0000,False,False,005G0000002gxzjIAA,2013-11-28T16:41:46.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450) 498-5553,(514) 953-6553,michel.gendron@freedom55financial.com,(450) 928-1323,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4508.0
500G000000HiCWjIAN,False,,00004233,003G0000018f7TFIAY,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment,Medium,"Adding Drug Card to group Carbon Brush Supply
Sent quotation on Nov 28, 2013",True,2013-11-28T17:34:10.000+0000,False,False,005G0000002hHXGIA2,2013-11-28T17:33:05.000+0000,005G0000002hHXGIA2,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHXGIA2,,,,,,,0.0,0.0,0.0,,False,4508.0
500G000000HiD1YIAV,False,,00004234,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Newlinc Network Edge Wan Lan Inc. (Amendment),Medium,"Effective Dec 1, 2013 increase NEMs:

Life - from 0 to 75,000
STD - from 0 to 920
LTD - from 0 to 1,225

Additional monthly premium $545.58",True,2013-11-28T19:20:49.000+0000,False,False,005G0000002gy37IAA,2013-11-28T19:20:42.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4508.0
500G000000HiD5LIAV,False,,00004235,003G0000018f7SCIAY,001G000000urMx9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,268658 Auto Details inc ltd nem no additional prem,Medium,,True,2013-11-28T19:40:24.000+0000,False,False,005G0000002gy3HIAQ,2013-11-28T19:40:02.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 822-1718,,darren@clearpointbenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4508.0
500G000000HiDGTIA3,False,,00004236,003G0000018f7OTIAY,001G000000urMoGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Gregory,Medium,Jerry would like to review the existing client portfolios for the Gregorys and see if we can recommend and/or improve their investments.,False,,False,False,005G0000002hp7wIAA,2013-11-28T20:39:53.000+0000,005G0000002hp7wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,,1.0,0.0,0.0,,False,4508.0
500G000000HiDOTIA3,False,,00004237,003G000001B4F5HIAV,001G000000vlGSQIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,R & R Stress Relieving (AMENDMENT),Medium,Changed waiting period for existing from 0 to 3 month,True,2013-11-28T21:04:03.000+0000,False,False,005G0000002gyDnIAI,2013-11-28T21:01:05.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 468-9292,(780) 717-3861,kyle@fenrichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4508.0
500G000000HiDlsIAF,False,,00004238,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,KMC Oilfield Maintenance (Amendment),Medium,"Change Life & AD&D to flat $50,000 effective Nov 1, 2013",True,2013-11-28T23:11:47.000+0000,False,False,005G0000002gy37IAA,2013-11-28T23:11:41.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4508.0
500G000000HiEseIAF,False,,00004239,003G0000018f7OHIAY,001G000000urMo8IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Moving old Freedom Funds to new Segregated fund shelf,Medium,Had two meetings with George to look at the opportunities within his block to move 0 DSC clients to the new fund platform.  Review benefits for clients as well as advisor as trailers will double,True,2015-11-18T18:35:25.000+0000,False,False,005G0000002gy8qIAA,2013-11-29T06:06:05.000+0000,005G0000002gy8qIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)858-8309,(604) 807-3232,george@afs-today.com,(604)858-8412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8qIAA,,,701G0000000aqzdIAA,,,,0.0,0.0,0.0,,False,4507.0
500G000000HiEsyIAF,False,,00004240,003G0000018f6xNIAQ,001G000000urMoEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Old Freedom fund to New segregated fund shelf,Medium,Met with Craig to discuss movig existing Freedom fund clients with 0 DSC to the new shelf.  Identified benefits for the cleint and double trailers,True,2015-11-18T18:35:52.000+0000,False,False,005G0000002gy8qIAA,2013-11-29T06:09:49.000+0000,005G0000002gy8qIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)729-6424,(604) 729-6424,craig@kotzefinancial.com,(604)732-6320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8qIAA,,,701G0000000aqzdIAA,,,,0.0,0.0,0.0,,False,4507.0
500G000000HiGs3IAF,False,,00004241,003G0000018f7LnIAI,001G000000urMsAIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,CI with ROP lapsed,High,"David Li's case #40573100
Client with a lot of assets with F55

1) Can ROP be resinstated within first 50 days?
2) Within a year?
3) Never, period?
*exception for a large client?",True,2013-12-09T18:08:31.000+0000,False,False,005G0000002gyBkIAI,2013-11-29T15:11:39.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)931-4242Xt2302,,jorge@novoafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4507.0
500G000000HiHqSIAV,False,,00004242,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,281937 - H & D Roofing (Adding Affiliate),Medium,,True,2013-11-29T16:58:31.000+0000,False,False,005G0000002gy0UIAQ,2013-11-29T16:58:06.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0UIAQ,,,,,,,0.0,0.0,0.0,,False,4507.0
500G000000HiJNZIA3,False,,00004248,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Chinese marketing material,Medium,Suk asked if we had any Chinese marketing material that she can use with her Chinese clients.,True,2013-11-29T20:25:55.000+0000,False,False,005G0000002gxzdIAA,2013-11-29T20:25:11.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4507.0
500G000000HiJRfIAN,False,,00004243,003G000001B4FK4IAN,001G000000vlGA8IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Nacel Canada Inc. (AMENDMENT),Medium,Company name change,True,2013-11-29T18:56:44.000+0000,False,False,005G0000002gyDnIAI,2013-11-29T18:56:23.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 452-7296,,michaels@bcibenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4507.0
500G000000HiJXFIA3,False,,00004244,003G0000018f6zgIAA,001G000000urMsgIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Postponed,End Client Question,In Person,,"Fonds mutuels Quadrus, série Mackenzie",Medium,"Fusion de fonds Mackenzie Quadrus, client reçu un avis indiquant un fonds supprimé, valeur liquidative etc. gain en capital si transfert dans l'autre fonds fusionné.  Question à vérifier avec Quadrus et Mackenzie:
Deteniez-vous vos parts du fonds supprimé à titre de biens en immobilisation???  Explications requises avant de signer et retourner la feuille.
Question demandée à M-J.Surprenant de Quadrus et doit questionner directement Mackenzie
Réponse obtenue par Mackenzie: 
Si client individuel, répondre non
Si client est une entreprise: réponre oui
Dossier réglé",False,,False,False,005G0000002gy87IAA,2013-11-29T19:02:10.000+0000,005G0000002gy87IAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(819)609-5088,(819) 609-1304,clement@sfcalain.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4507.0
500G000000HiJZPIA3,False,,00004245,003G0000018f6zdIAA,001G000000urMskIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,Product Question,Email,,"Publipostage, campagne REER",Medium,"Demande de documents parlant de REER ou CELI pour ajouter à son publipostage de la saison REER en janvier 2014
Document envoyé: REER et CELI, lequel devrais-je d'abord envisager
Conseiller satisfait du document, merci  (27 nov.)",False,,False,False,005G0000002gy87IAA,2013-11-29T19:07:23.000+0000,005G0000002gy87IAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(819)690-5350,(819) 690-7802,martin@martinbrisebois.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4507.0
500G000000HiJmtIAF,False,,00004246,003G0000018f6cqIAA,001G000000urMsqIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Postponed,Product Question,Phone,,Série G5 - 20  fonds garantie à la retraite par CI,Medium,"Information générale sur le produit de CI, résumé du produit
Discussion sur le produt, principaux caractéristiques.
Désire que les grandes lignes, si questions de clients me contactera ou visitera le site internet CI",False,,False,False,005G0000002gy87IAA,2013-11-29T19:31:54.000+0000,005G0000002gy87IAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4507.0
500G000000HiK3yIAF,False,,00004247,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Quadrus and LL Paltrak reports,Medium,Martin required Paltrak reports for some of our funds,True,2013-11-29T20:20:01.000+0000,False,False,005G0000002gxzdIAA,2013-11-29T20:19:35.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4507.0
500G000000HibYKIAZ,False,,00004249,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,237720 - Complete Communications Inc. (removed Div 2),Medium,"Effective Jan 1/14
Transfert EEs from Div 2 to Div 1",True,2013-12-02T18:38:19.000+0000,False,False,005G0000002gy37IAA,2013-12-02T18:38:05.000+0000,005G0000002gy0UIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4504.0
500G000000Hic1HIAR,False,,00004250,0030A0000029pSkQAI,001G000000urN5CIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Johnson,Medium,"Rosemary is looking after a group life conversion in Ancaster,",True,2017-03-06T21:09:02.000+0000,False,False,005G0000002gy2jIAA,2013-12-02T19:01:13.000+0000,005G0000002gy2jIAA,2025-07-29T16:57:14.000+0000,0055o0000019VX9AAM,2025-07-29T16:57:15.000+0000,(905)648-6767,,robrien@stoneridgeinsurance.ca,(905)648-7399,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4504.0
500G000000HifWxIAJ,False,,00004251,003G0000018f6QjIAI,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,group life conversion,Low,,True,2013-12-02T22:09:06.000+0000,False,False,005G0000002gy2wIAA,2013-12-02T22:08:46.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,416-789-4527,,georgina.stavropoulos@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4504.0
500G000000HifYPIAZ,False,,00004252,003G0000018f6bPIAQ,001G000000urMr2IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,End Client Question,Low,,True,2013-12-02T22:10:26.000+0000,False,False,005G0000002gy2wIAA,2013-12-02T22:10:14.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)538-9333,(416) 538-9333,dominic.ierullo@difp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4504.0
500G000000HifYeIAJ,False,,00004253,003G0000018f7FEIAY,001G000000urMr9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Low,,True,2013-12-02T22:11:07.000+0000,False,False,005G0000002gy2wIAA,2013-12-02T22:10:56.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(647)290-0676,(647) 290-0676,bruce@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4504.0
500G000000HikvfIAB,False,,00004254,003G0000018f79lIAA,001G000000urMuRIAU,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,Email,,April Read – GWL Policy # 40260862,Medium,"Hello Roberta,

I am writing to you today on behalf of Darryl Tatomir with regards to a client who has a Competitor policy with GWL for $3,000/mo of benefit (April Read – GWL Policy # 40260862). We had submitted an offer from RBC for a Professional 4A policy with a 90 day wait and a coverage amount of $4,500, and had received the following offer:

After review of information provided, our offer would require 2 year Benefit Period, additional rating of +75%, Exclusion for Arthritis, and no benefits (no FIO).  Does client wish to proceed with application? 

Upon speaking to Darryl about this offer of coverage, he recommended that before we contact the client to discuss potentially replacing her existing GWL policy with this new RBC policy we contact you to hear your assessment of the two policies. When you have a moment, would you possibly be able to look up April Read’s GWL policy on your system and let Darryl and I know what your thoughts are on in terms of the pros and cons of accepting RBC’s offer as you will be more familiar with GWL’s Competitor policy than either of us? Looking in the client file, I can see that the GWL Competitor policy was issued as injury-only with a maximum MIB of $3,000 and a rating of 25% (due to the client’s history of arthritis).

Thank you so much for your help on determining the benefits of both contracts and please let either Darryl or myself know if you require any additional information about the RBC policy for your comparison.",False,,False,False,005G0000002gy08IAA,2013-12-03T14:43:20.000+0000,005G0000002gy08IAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)264-3644,,dtatomir@berghtatomir.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy08IAA,,,,,,,0.0,0.0,0.0,,False,4503.0
500G000000Him0xIAB,False,,00004255,003G0000018f6itIAA,001G000000urMsMIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Congé de prime,Medium,"Police 7012811-1 a remboursé prêt, police des années 80 pas capable d'illustrer le congé de prime.
J'ai écris à indclient le 2 décembre pour comprendre.",True,2014-02-28T19:10:55.000+0000,False,False,005G0000002gxzjIAA,2013-12-03T15:55:39.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)813-3663,(514) 778-7302,sammyzakem@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4503.0
500G000000Hin7oIAB,False,,00004256,0030A0000029japQAA,001G000000wjNqXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,243341 - Westside Animal Clinic (INC NEM LIFE & AD&D),Medium,"From 50K to 80K
Effective jan 15/14",True,2013-12-03T16:50:36.000+0000,False,False,005G0000002gy3gIAA,2013-12-03T16:50:24.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)592-7550,,don.howell@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4503.0
500G000000Hiq6gIAB,False,,00004257,003G0000018f6vqIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,CA as centre of influence and use of Corporate Class funds,Medium,Punita gets referrals from a client who has left Corporate world to set up an accounting practice.   The CA sees Punita only as beneficial for life insurance but she wants to demonstrate our Wealth expertise as well for clients with Hold Co,True,2013-12-17T15:19:33.000+0000,False,False,005G0000002gy7yIAA,2013-12-03T18:58:54.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 276-1177 x 567,(647) 668-6548,punita.bansal@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4503.0
500G000000HisBOIAZ,False,,00004258,003G0000018f6V0IAI,001G000000urMseIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Question sur police VU existante,Medium,Voulait savoir si la prime peut-être nivelée et si on peut transformer en PAR (??) question posée au service à la clientèle.,True,2014-02-04T21:15:39.000+0000,False,False,005G0000002gy1SIAQ,2013-12-03T21:16:49.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4503.0
500G000000HisWzIAJ,False,,00004259,003G000001IkUzgIAF,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Question sur la GA en vie temporaire,Medium,"Il a pris 100 000$ , on a max 6 dates d'Options mais le max est 400 000$....comment ça marche! 
Il a été très surpris d'apprendre que la GA sur une temporaire donne seulement accès a du permanent.",True,2014-02-04T21:16:19.000+0000,False,False,005G0000002gy1SIAQ,2013-12-03T21:40:43.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450) 420-2555,,neil@groupefinancierlgc.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4503.0
500G000000HixmQIAR,False,,00004260,003G0000018f7IlIAI,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Question sur assurabilité  - Femme souffrant du Lupus.,Medium,,True,2013-12-04T14:11:21.000+0000,False,False,005G0000002gy1SIAQ,2013-12-04T14:10:27.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4502.0
500G000000HixxxIAB,False,,00004261,003G0000018f7blIAA,001G000000urN9CIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Demande de personnes ressources pour retraite collective.,Medium,,True,2014-02-04T21:16:44.000+0000,False,False,005G0000002gy1SIAQ,2013-12-04T14:28:33.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450) 889-5557,(450) 803-0248,ldionne@assurancesrobillard.com,(450) 889-4800,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4502.0
500G000000HizVSIAZ,False,,00004262,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,IVIS Inc. (Amendment),Medium,"1.  Add LTD to Class 1
2.  Create Class 3 - Supervisors & Admin Staff.  Same benefits as class 2 with the addition of LTD",True,2013-12-04T16:19:35.000+0000,False,False,005G0000002gy37IAA,2013-12-04T16:19:28.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4502.0
500G000000Hj0LqIAJ,False,,00004263,003G0000018f6RDIAY,0015o000008CyxsAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"283602 - Precision Giant Systems Inc. (Remove VC, Cap Drugs)",Medium,"Drugs cap at $3K, Remove VC
Effective Dec 1/13",True,2013-12-04T17:00:53.000+0000,False,False,005G0000002gy3HIAQ,2013-12-04T17:00:35.000+0000,005G0000002gy0UIAQ,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(780)448-0676,,doug@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4502.0
500G000000Hj1F5IAJ,False,,00004264,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Spectrum Safety Services (Amendment),Medium,Remove health & dental coverage effective Dec 1/13,True,2013-12-04T17:58:34.000+0000,False,False,005G0000002gy37IAA,2013-12-04T17:58:29.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4502.0
500G000000Hj1GXIAZ,False,,00004265,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Group Package,High,Phone call from Charles Lewis on December 3/13.  Very upset that he has not received his new group and not understanding the hold up.  Advised Lorrie Collins who called Charles and smoothed things over.,True,2014-04-21T14:53:51.000+0000,False,False,005G0000002gy7UIAQ,2013-12-04T17:59:50.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,001G0000018c7gDIAQ,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4502.0
500G000000Hj4buIAB,False,,00004266,003G0000018f6eoIAA,001G000000urMseIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Confirmation réservation de salle et référence pour un traiteur.,High,,True,2013-12-04T21:59:38.000+0000,False,False,005G0000002gy1SIAQ,2013-12-04T21:59:24.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,450-492-5688,,gilles.morin@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4502.0
500G000000HjCtjIAF,False,,00004267,003G0000018f6ZoIAI,001G000000urMuUIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,LegLis,High,"Advisor put significant case in place for client, now concerned that even with HNW pricing cost is high.  Wants a review and options.",True,2015-03-03T14:00:56.000+0000,False,False,005G0000002gy6YIAQ,2013-12-05T16:28:43.000+0000,005G0000002gy6YIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(506)857-6830,,raymond@bourgeoisfinancier.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,,0.0,0.0,0.0,,False,4501.0
500G000000HjD8kIAF,False,,00004268,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"224941 - Paddle River Stucco Inc. (Delete HC, ADD LTD)",Medium,"LTD - 66.67%, non-taxable, $ 5K Max, $1K NEM",True,2013-12-05T16:40:41.000+0000,False,False,005G0000002gy37IAA,2013-12-05T16:40:25.000+0000,005G0000002gy0UIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4501.0
500G000000HjFWlIAN,False,,00004269,003G0000018f6vzIAA,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,T-100 policy from the 90s,Medium,"Client thought premiums were guaranteed for life but now they appear to be changing.  Wants to know if this was always the case or if LL changed it.  Also, questions about cash values.

I directed Brent to client service as per protocol.",True,2013-12-05T19:09:31.000+0000,False,False,005G0000002gyDWIAY,2013-12-05T19:09:23.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250) 763-1114 x 4222,,brent.baldwin@freedom55financial.com,(250) 212-3246,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4501.0
500G000000HjNhcIAF,False,,00004270,0030A0000029pSkQAI,001G000000urN5CIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,AOR change,Medium,"Assited Rosemary with the AOR for 2 DI policies,",True,2014-01-09T15:42:51.000+0000,False,False,005G0000002gy2jIAA,2013-12-06T14:59:40.000+0000,005G0000002gy2jIAA,2025-07-29T16:57:14.000+0000,0055o0000019VX9AAM,2025-07-29T16:57:15.000+0000,(905)648-6767,,robrien@stoneridgeinsurance.ca,(905)648-7399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4500.0
500G000000HjNjEIAV,False,,00004271,0030A0000029pSkQAI,001G000000urN5CIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Fair - 41180743/44,Medium,Assisted Rosemary with the changes for these 2 policies and premium payments.,True,2017-03-06T21:09:30.000+0000,False,False,005G0000002gy2jIAA,2013-12-06T15:02:10.000+0000,005G0000002gy2jIAA,2025-07-29T16:57:14.000+0000,0055o0000019VX9AAM,2025-07-29T16:57:15.000+0000,(905)648-6767,,robrien@stoneridgeinsurance.ca,(905)648-7399,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4500.0
500G000000HjPkaIAF,False,,00004272,003G0000018f7GxIAI,001G000000urMphIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Hart Rebalanced,Medium,December 6: Mara needed some assistance analyzing an existing portfolio to ensure it was balanced.  Provided recommendation for client.,True,2013-12-06T16:44:50.000+0000,False,False,005G0000002gy4OIAQ,2013-12-06T16:44:37.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519)967-1180,(519) 977-3064,mderikx@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4500.0
500G000000HjQFJIA3,False,,00004273,003G0000018f6xJIAQ,001G000000urMphIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Gill,Medium,"December 6: Money has already come in, but some of it is 3rd party.  We explored US options as they were underweight.",True,2013-12-06T17:06:10.000+0000,False,False,005G0000002gy4OIAQ,2013-12-06T17:06:03.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(516)966-4400,(519) 980-7934,rsyal@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4500.0
500G000000HjjovIAB,False,,00004274,003G0000018f7pTIAQ,0015o000008Cz0HAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Statement showing Quadrus fees when it is an LIB,Medium,"Also, questions about fees being deducted",True,2013-12-09T15:47:33.000+0000,False,False,005G0000002gy6dIAA,2013-12-09T15:45:53.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,,,john@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4497.0
500G000000HjkXOIAZ,False,,00004275,003G0000018f6qPIAQ,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Question sur compléter la proposition,Medium,Répondu de mon mieux et référé à Christophe Bottelo.,True,2013-12-09T16:27:00.000+0000,False,False,005G0000002gy1SIAQ,2013-12-09T16:26:49.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,450-687-3971(450) 687-3971 X 390,(514) 371-8179,david.beaudoin@financiereliberte55.com,(450) 687-7883,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4497.0
500G000000HjltPIAR,False,,00004276,003G000001D2rAhIAJ,001G000000urN0gIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Monster Industries Ltd - 284051,Medium,"Renewal .... Discussion with Dale (e-mail) about increase in LTD and CI rates ... Ltd was sold above manual, so I cut the rate to manual, saving the client $100 ... The CI was moving to manual, so I left it there. Advisor agreed ...",True,2013-12-09T18:20:38.000+0000,False,False,005G0000002gyE0IAI,2013-12-09T17:45:24.000+0000,005G0000002gyE0IAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250) 847-2883,,dale.clarke@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,,0.0,0.0,0.0,,False,4497.0
500G000000HjmQdIAJ,False,,00004277,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Ownership of policy,Medium,Transfer to corpo? No ROP rider,True,2013-12-09T18:14:39.000+0000,False,False,005G0000002gyBkIAI,2013-12-09T18:13:57.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4497.0
500G000000HjszUIAR,False,,00004278,003G000001PLS7VIAX,001G000000xQNmgIAG,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment Quote - add Vision,Medium,"Exams & $300 at 24/12 for Adult/Children

Decided not to proceed with amendment",True,2014-10-16T23:26:27.000+0000,False,False,005G0000002gyEtIAI,2013-12-10T01:21:36.000+0000,005G0000002gyEtIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 875-3509,,payables@kobeswelding.ca,,,,,,,,,,,,,,,0.0,,001G000000xQNmgIAG,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,Quotation,1.0,0.0,0.0,,False,4497.0
500G000000HjtDvIAJ,False,,00004279,003G000001IlNvJIAV,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corp ins positioning,Medium,Steve is meeting with three Bo's to talk about ins planning in corp and the advantages of Ins as am asset class. GT IS GOING WITH HIM,True,2014-07-14T18:03:17.000+0000,False,False,005G0000002hHYOIA2,2013-12-10T02:05:27.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(778)875-8244,(778) 875-8244,steve@letizia-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4497.0
500G000000HjwZXIAZ,False,,00004280,0030A0000029iCDQAY,001G000000vkpU4IAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Mini Miners Day Care - quote request,Medium,"Dan called looking for more info regarding our Groupnet program.  He is meeting with this group tomorrow to hopefully place the group with GWL.  I sent him a brochure, and told him that should they proceed with us, one of our client service reps would be more than happy to the client through the most used options",True,2013-12-10T15:14:07.000+0000,False,False,005G0000002gy3iIAA,2013-12-10T15:13:51.000+0000,005G0000002gy3iIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(902)564-6644,,dancmacneil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4496.0
500G000000HjwhtIAB,False,,00004281,003G0000018f76zIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Stayner's Wharf Inc. - 263270,Medium,"Spoke with Todd the plan admin.  Very upset that he didn't have vision added to class 2.  Sent him an amendment letter to sign so i can process the amendment request today.  Gave Geoff a call to let him know that client was upset, and that i was working on getting the amendment done asap.",True,2013-12-10T15:16:55.000+0000,False,False,005G0000002gy3iIAA,2013-12-10T15:16:49.000+0000,005G0000002gy3iIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(902)877-6555,902-930-2730,geoff@equisgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4496.0
500G000000HjwsfIAB,False,,00004282,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"287105 - Straightline Manufacturing Corp. (Remove STD/LTD, reduce LIFE to 75K)",Medium,"Effective July 1/13
No additional premium",True,2013-12-10T15:29:08.000+0000,False,False,005G0000002gy2oIAA,2013-12-10T15:28:57.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4496.0
500G000000Hjx4SIAR,False,,00004283,003G0000018f6erIAA,001G000000urMvQIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,"Augmentation de la limite à 3 millions....cas 2,7 millions",High,"Pascale  a besoin de couverture d'assurance AMG au delà de 2,5 millions.",True,2013-12-10T15:47:32.000+0000,False,False,005G0000002gyBhIAI,2013-12-10T15:37:36.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)849-3261,,pascale.cauchi@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4496.0
500G000000HjxFuIAJ,False,,00004284,003G0000018f7g5IAA,0010A000007z0OGQAY,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Dossier Janick Perreault 41276371 en tarification,High,Nathalie désire argumenter la décision de tarification. Nous avons donc envoyé les états financiers de 2011 et 2012 et tenté de justifier les poste non-récurrents afin que nous ne fassions pas la moyenne des 2 dernières années dans le but d'obtenir une rente mensuelle plus élevé qui couvrirait l'hypothèque.,True,2013-12-10T15:52:43.000+0000,False,False,005G0000002gyBhIAI,2013-12-10T15:52:29.000+0000,005G0000002gyBhIAI,2024-08-08T16:45:26.000+0000,0055o0000019VX9AAM,2024-08-08T16:45:26.000+0000,(514)954-1010,(514) 971-1238,natalie@anbertrandinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4496.0
500G000000HjxPXIAZ,False,,00004285,003G0000018f7h1IAA,001G000000urN8fIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Jonathan Bloom-40617430,High,"Il y a un an, le client a obtenu une décision de tarification différente de son frère récemment tarifé. Il veut s'assurer de la validité de son contrat.",True,2014-03-18T01:02:21.000+0000,False,False,005G0000002gyBhIAI,2013-12-10T15:59:47.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)362-8400,(514) 261-8264,shiv@oberoifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4496.0
500G000000HjxYFIAZ,False,,00004286,003G0000018f7GdIAI,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,IA RESP Plan: 15% Bonus of Total Contributions,Low,"The end client is comparing the IA RESP plan with LL's RESP, advisor need more info about IA's 15% bonus in order to beat the competitor. Provide some more info to the advisor during the meeting. asked the advisor not focus on the bonus but the investment performance from LL, which is much better than IAs, and way bigger than 15% through out the year.
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Compare the investment performance between LL and IA for the last 3, 5, 10 years, LL performed way better than IA. Advisor has the confidence to go back to the client now. Case closed.",True,2014-03-30T14:33:41.000+0000,False,False,005G0000002gyCuIAI,2013-12-10T16:40:07.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,,0.0,0.0,0.0,,False,4496.0
500G000000HjyFTIAZ,False,,00004287,003G000001IlQ3DIAV,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,RRSP and Open Transfer -- Tony Lee,Medium,"Clients couple has around $300k in total of RRSP and open investment available. Potential for transfer in LL. Advisor need investment proposal, but no clients' risk tolerance info. Waiting for the risk tolerance level in order to provide investment proposal.
------------------------------------------------------------------
Client decided to stop. Case closed.",True,2014-03-30T14:35:02.000+0000,False,False,005G0000002gyCuIAI,2013-12-10T16:47:08.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,905-660-9414,,tony.lee@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4496.0
500G000000Hk0eXIAR,False,,00004288,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,267346 - Halbart Stainless Products Ltd. (Adding DC),Medium,"Added DC to all 3 classes
Routine 100%, Major 50%, $2K combined Max, 1/9 mth, 10 scalling",True,2013-12-10T18:48:28.000+0000,False,False,005G0000002gy3HIAQ,2013-12-10T18:48:02.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4496.0
500G000000Hk3TxIAJ,False,,00004289,003G0000018f6XHIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Referreal to Kelvin Wong, Hanoun Family for $930k",Medium,"TD Waterhouse / 3 accounts 
expectation of return in range of 4 to 6% permitting Moderate Plus",True,2013-12-10T21:18:12.000+0000,False,False,005G0000002gy7yIAA,2013-12-10T21:17:31.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)363-5800,(647) 222-2348,sam@maia.team,,,,,,,,,,,Waterhouse,Other,,,0.0,,,0.0,False,Waterhouse,,,,,005G0000002gy7yIAA,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4496.0
500G000000Hk5UzIAJ,False,,00004290,003G0000018f6hyIAA,001G000000urMnOIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Rebalancing of Profile- email notification,High,Provided Mathias with the quick reference charts outlining the changes in Portfolio Solutions.,False,,False,False,005G0000002gy1jIAA,2013-12-10T23:41:04.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)824-1114,(250) 616-1471,mathias.dimter@mdfinance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Marketing Piece,1.0,0.0,0.0,,False,4496.0
500G000000Hk63DIAR,False,,00004291,003G0000018f7O8IAI,001G000000urMnQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Portfolio Solution changes,High,Handout for personal reference provided - reprofiling of Segregated Funds Dec 2013,True,2014-09-23T22:30:01.000+0000,False,False,005G0000002gy1jIAA,2013-12-11T00:53:14.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)753-9955,(250) 751-9080,graham@kehoefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Marketing Piece,0.0,0.0,0.0,,False,4496.0
500G000000Hk66RIAR,False,,00004292,003G0000018f6Y1IAI,001G000000urMmwIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,HNW Pricing,Medium,Went through the HNW models put together by Rob Gillings.,False,,False,False,005G0000002gy1jIAA,2013-12-11T01:11:15.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(778)433-6001,(778) 433-6001,andy.pharo@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000ar0lIAA,,,Marketing Piece;Analysis Document,1.0,0.0,0.0,,False,4496.0
500G000000Hk6H9IAJ,False,,00004293,003G0000018f7FhIAI,001G000000urMmwIAE,,,,,,Segregated Fund,012G00000012AYWIA2,More Information Required,Product Question,Phone,,planning 2014,Medium,Called Rick to discuss feedback on 2013 Investment sessions. Opportunities for 2014,False,,False,False,005G0000002gy1jIAA,2013-12-11T01:27:18.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)727-7197X251,,rick.waugh@lifeplangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzsIAA,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4496.0
500G000000Hk6K9IAJ,False,,00004294,003G0000018f7AmIAI,001G000000urMmwIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Lunch Meeting - Income planning opportunities,Medium,"Lunch meeting with Mike, get to know him and plans for 2014. May look to purchase some assets. 
Discuss new opportunity on Saturna Island",True,2014-09-15T18:46:05.000+0000,False,False,005G0000002gy1jIAA,2013-12-11T01:40:55.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)516-5758,,mike@gainingaltitudefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzsIAA,,,Presentation,0.0,0.0,0.0,,False,4496.0
500G000000Hk6OFIAZ,False,,00004295,003G0000018f7AmIAI,001G000000urMmwIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,LIB questions,Medium,Mike has a client who is dealing with Manulife and has a LIB product and has asked about the product differences and what we offer. I suggested he check out Manulifes web page because the Income Plus is no longer available in its original form. He will do so and if has further questions will call me.,True,2014-07-09T14:39:26.000+0000,False,False,005G0000002gy1jIAA,2013-12-11T01:52:47.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)516-5758,,mike@gainingaltitudefinancial.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzsIAA,,,Concept,0.0,0.0,0.0,,False,4496.0
500G000000Hk6tIIAR,False,,00004296,003G000001Nrj6zIAB,001G000000urMqVIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,TFSA Withdrawal's,Medium,"Calvin Miller asked about if a client were to withdraw assets from a TFSA this year, when will the contribution be added back.  I indicated to Calvin Miller, assuming that all the contribution room has been used up prior to the withdrawal, after the withdrawal, the client must wait until the following year to re-contribute in addition to the new calendar year contribution allowance (currently $5,500).",True,2013-12-11T04:11:45.000+0000,False,False,005G0000002h9WtIAI,2013-12-11T04:11:25.000+0000,005G0000002h9WtIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)366-2971,(647) 880-2874,calvin.miller@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4496.0
500G000000HkDEZIA3,False,,00004298,003G0000018f6WrIAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Transfer from FF's to LL segs,Medium,"Dec 11 - AM requested help identifying opportunities to move clients (in purchased book of business) from FF""s to LL segs.  I suggested ""THE PERFORMERS"" report and Bonnie Stainton and Debra Chantler explained how to request scans of client plans (1 per day for Inc, 5 per day for Savings).
Late Dec - Bonnie emailed Asheet to say that unfortunately the filter report ""screens"" would not provide any info for him. Asheet said thanks for trying.",True,2014-01-09T22:06:54.000+0000,False,False,005G0000002gy8RIAQ,2013-12-11T18:41:32.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416) 903-2901,,asheet@asheetmehta.com,(647) 427-0437,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4495.0
500G000000HkDLoIAN,False,,00004297,003G0000018f6pwIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,$225K non-reg transfer from Quadrus to LL,Medium,Dec 11 - reviewed process and paperwork for transfer.,True,2014-03-14T19:51:22.000+0000,False,False,005G0000002gy8RIAQ,2013-12-11T18:33:51.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)456-2471,(905) 796-2814,rick@rickdepriest1.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4495.0
500G000000HkE9YIAV,False,,00004299,003G0000018f79TIAQ,001G000000urMqVIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,LIRA to LIF Unlocking,Medium,"Mentioned to Satinder there is unlocking available for LIRA to LIF up to 50% within 60 days of moving to a LIF.  

I provided her some FSCO information in respects to this and advised to talk to her IRIS rep to finalize the paperwork to proceed.",True,2013-12-11T19:52:25.000+0000,False,False,005G0000002h9WtIAI,2013-12-11T19:52:20.000+0000,005G0000002h9WtIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)886-0297,(416) 886-0297,satinder@dhinsawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4495.0
500G000000HkGFOIA3,False,,00004300,003G0000018f6SiIAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,A K Climate Control (Amendment),Medium,"Effective December 1, 2013 increase the NEM from 1,225 to 2,200.  Additional monthly premium $51.77",True,2013-12-11T21:40:18.000+0000,False,False,005G0000002gy37IAA,2013-12-11T21:39:49.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)784-4393,(780) 784-4393,dknysh@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4495.0
500G000000HkHIYIA3,False,,00004301,003G0000018f80qIAA,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Armor Well Servicing Ltd. (Amendment),Medium,"Effective December 1, 2013 increase paramedicals to $750.  Additional monthly premium $51.20",True,2013-12-11T23:03:42.000+0000,False,False,005G0000002gy37IAA,2013-12-11T23:03:34.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 918-3781,,shelly@benefitnetworkinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4495.0
500G000000HkOYPIA3,False,,00004302,003G0000018f6X9IAI,001G000000urMvtIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Family Trust,Medium,Trying to determine potential distributions. Have requested gain/lossreports and will be getting back to Paul & Christine,True,2014-01-09T17:28:02.000+0000,False,False,005G0000002hAGmIAM,2013-12-12T17:52:46.000+0000,005G0000002hAGmIAM,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204)346-1406,(204) 371-0804,paul.craft@paulcraftfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hAGmIAM,,,,,,Analysis Document,1.0,0.0,0.0,,False,4494.0
500G000000HkRvIIAV,False,,00004303,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,#264340 Seerx Technologies (Amendment),Medium,Create Class 2 - Owners.  Remove LTD for this class.  No additional monthly premium,True,2013-12-12T21:24:31.000+0000,False,False,005G0000002gy37IAA,2013-12-12T21:24:24.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4494.0
500G000000HkV4lIAF,False,,00004304,003G0000018f6SlIAI,001G000000urMtFIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Large 13 Million potential case (3 to 6 for Quadrus?),Medium,client has 13 million with Sun life and RBC. Advisor has met with them twice. Fees are their sticky point. He connected with me to discuss our fees in particular his MAS fee. Wanted to see how low we could go. I asked John Foster and he found out we could go as low as 25bps. Relayed that to advisor and he was happy. He will tier the rate for the client. We are in comeptition for the assets with Russell. They have priced theirs fee the same as ours. He said we could see a million for sure but I aksed him why we can't have more and he said we could revisit the size if he can win the business. I am pushing him for all but asked for at least have as we have great pricing and a great line up. Still a work in progress,True,2015-02-18T18:05:33.000+0000,False,False,005G0000002gxyEIAQ,2013-12-13T02:51:12.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(902)678-2788,(902) 680-3456,snichols@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4494.0
500G000000HkXRbIAN,False,,00004305,003G0000018f6h5IAA,001G000000urMvPIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Proposition de signer (plombier) client non assurable,High,L'entreprise que le client a acheté à subi des pertes de 145 000$ avant le transfert de propriété. Normand a tout rempli les papiers...des raisons expliques ces pertes...il m'enverra les notes et bilan pour pour que je fasse une pré-sélection avec le siège social,True,2013-12-16T19:09:50.000+0000,False,False,005G0000002gyBhIAI,2013-12-13T14:34:33.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)688-0998X329,(514) 234-1217,normand.chadwick@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,,0.0,0.0,0.0,,False,4493.0
500G000000HkXmUIAV,False,,00004306,003G0000018f6utIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Death claim,Medium,Jason inquired about transfer of deceased client's assets to wife.,True,2013-12-13T15:06:07.000+0000,False,False,005G0000002gxzdIAA,2013-12-13T15:05:36.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)492-5688,(514) 717-8028,jason@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4493.0
500G000000HkYmpIAF,False,,00004307,003G0000018f77qIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,FYSC,Medium,Inquired about whether FEL funds generate FYSC,True,2013-12-13T16:11:03.000+0000,False,False,005G0000002gxzdIAA,2013-12-13T16:10:40.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)502-3440,(514) 502-3440,wmiller@millerfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4493.0
500G000000HkajZIAR,False,,00004308,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,228728 Hall & Revering ltd/life nem inc - 0 add prem,Medium,,True,2013-12-13T18:09:59.000+0000,False,False,005G0000002gy2oIAA,2013-12-13T18:09:49.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4493.0
500G000000Hkcy5IAB,False,,00004309,003G0000018f6z0IAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,compensation on re-write question,Low,,True,2013-12-13T20:10:33.000+0000,False,False,005G0000002gy2wIAA,2013-12-13T20:10:18.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)824-5660,(647) 222-4067,carm@briguglioinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4493.0
500G000000HkdAfIAJ,False,,00004310,003G0000018f78hIAA,001G000000urMr9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Low,,True,2013-12-13T20:26:28.000+0000,False,False,005G0000002gy2wIAA,2013-12-13T20:26:20.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)209-8514,(416) 209-8514,daniel@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4493.0
500G000000Hksr1IAB,False,,00004311,003G0000018f6VkIAI,001G000000urMrDIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,,True,2013-12-16T16:25:18.000+0000,False,False,005G0000002gy2wIAA,2013-12-16T16:25:01.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)660-9414X284,,silvio.schiavone@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4490.0
500G000000Hkt3RIAR,False,,00004312,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Future Value calculations,Medium,Suk required some future projections for a client's proposed investments,True,2013-12-16T16:37:53.000+0000,False,False,005G0000002gxzdIAA,2013-12-16T16:37:03.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4490.0
500G000000HktROIAZ,False,,00004313,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,239764 - Petro Comm Industries Ltd. - (combined class 1 & 2),Medium,,True,2013-12-16T16:58:10.000+0000,False,False,005G0000002gy3HIAQ,2013-12-16T16:57:30.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4490.0
500G000000HktqtIAB,False,,00004314,003G0000018f7TFIAY,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,65668 - Carbon Brush Supply (1979) Ltd. - Adding PDD,Medium,,True,2013-12-16T17:15:05.000+0000,False,False,005G0000002gy2oIAA,2013-12-16T17:14:45.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4490.0
500G000000HkuL9IAJ,False,,00004315,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Rolling Green Fairway 219009 change life to flat $ 50 - no add prem,Medium,,True,2013-12-16T17:42:18.000+0000,False,False,005G0000002gy2oIAA,2013-12-16T17:42:10.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4490.0
500G000000HkwYRIAZ,False,,00004316,003G0000018f6s6IAA,001G000000urN8QIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Plan d'affaires 2014-prospection marche de la construction,High,Remplacement de la CSST ...prospection,True,2013-12-18T16:58:42.000+0000,False,False,005G0000002gyBhIAI,2013-12-16T19:18:04.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514) 721-7700,(514) 318-1414,hugo@consortia-inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBhIAI,,,,,,Presentation,0.0,0.0,0.0,,False,4490.0
500G000000HkzLPIAZ,False,,00004317,003G0000018f7ZDIAY,001G000000urN4cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Cost Containment Options,Medium,reducing coinsurance for class 1 and 2 due to very high claim volumes in parameds and dental.,True,2013-12-16T21:22:24.000+0000,False,False,005G0000002gyAEIAY,2013-12-16T21:22:06.000+0000,005G0000002gyAEIAY,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 688-5531 ext 216,(289) 686-2671,ruthann.kamphuis@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4490.0
500G000000HkzOEIAZ,False,,00004318,003G000001C3YZ3IAN,001G000000wjNqnIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,In 4 Structure,Medium,"Cost containment - reduced base plan coinsurance, add HCSA",True,2013-12-16T21:23:48.000+0000,False,False,005G0000002gyAEIAY,2013-12-16T21:23:41.000+0000,005G0000002gyAEIAY,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,,,brad.matthews@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4490.0
500G000000Hl7U9IAJ,False,,00004319,003G0000018f80qIAA,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,281719 Degner Constru. - inc ltd nem - no add prem,Medium,,True,2013-12-17T18:02:35.000+0000,False,False,005G0000002gy37IAA,2013-12-17T18:02:25.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 918-3781,,shelly@benefitnetworkinc.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4489.0
500G000000Hl8aoIAB,False,,00004320,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Sunco Communications (Amendment),Medium,Change dependent life from 15 days to live birth,True,2013-12-17T18:05:02.000+0000,False,False,005G0000002gy37IAA,2013-12-17T18:04:58.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4489.0
500G000000Hl8fBIAR,False,,00004321,003G0000018f6cqIAA,001G000000urMsqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,Phone,,Découvreur de placements / Fonds Liberté,Medium,"Fonds Liberté ne font plus partie du Découvreur de placement comme avant depuis la nouvelle répartition des actifs des fonds profils.
Pourquoi enlever la section Fonds Liberté?
Question demandée à Justin Guilbault le 17 décembre 2013
À suivre",False,,False,False,005G0000002gy87IAA,2013-12-17T18:17:06.000+0000,005G0000002gy87IAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4489.0
500G000000Hl8qfIAB,False,,00004322,003G0000018f6cqIAA,001G000000urMsqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,Product Question,Phone,,Tableau de  versements en % pour FERR,Medium,"Tableau fiscal 2013  de Mackenzie démontrant % de retenue sur produit enregistré.  % de versement FERR etc.
Dossier réglé le 17 décembre 2013",False,,False,False,005G0000002gy87IAA,2013-12-17T18:19:34.000+0000,005G0000002gy87IAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4489.0
500G000000Hl9YHIAZ,False,,00004323,003G0000018f7k9IAA,001G000000urMzhIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Feed Nova Scotia,Medium,Todd Brown on LTD - has not been paying for his portion of plan so Policyholder has advised us to remove him.  Peter Billard wants a status update on claim.,True,2014-04-21T14:54:16.000+0000,False,False,005G0000002gy7UIAQ,2013-12-17T19:05:53.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(902) 425-6548,,pbillard@sbwdirection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4489.0
500G000000HlCulIAF,False,,00004324,0030A0000029gvMQAQ,001G000000yXXdTIAW,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,214908 Allam Farms - change of co name,Medium,,True,2013-12-17T22:01:06.000+0000,False,False,005G0000002hMj8IAE,2013-12-17T22:00:56.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)486-4334,,peter@brunelleandcompany.com,(780)665-7279,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hMj8IAE,,,,,,,0.0,0.0,0.0,,False,4489.0
500G000000HlJXsIAN,False,,00004325,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,CI Claim,Medium,Determined there is a potential Supplementary Benefit claim.,True,2013-12-18T15:53:27.000+0000,False,False,005G0000002gyDJIAY,2013-12-18T15:53:12.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Analysis Document,0.0,0.0,0.0,,False,4488.0
500G000000HlLDEIA3,False,,00004326,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Violet Eyes Optometry (Amendment),Medium,"Effective January 1, 2014 please increase LTD NEM from 1,225 to 2,200 

Additional monthly premium $41.45",True,2013-12-18T17:40:37.000+0000,False,False,005G0000002gy37IAA,2013-12-18T17:40:22.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4488.0
500G000000HlLrcIAF,False,,00004327,003G0000018f78GIAQ,001G000000urMsFIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,GIB option dates,Low,,True,2013-12-18T18:25:37.000+0000,False,False,005G0000002gyBkIAI,2013-12-18T18:25:30.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)613-1836,,michael.rozenek@freedom55financial.com,(514)332-1127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4488.0
500G000000HlLxGIAV,False,,00004328,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Greenlink 243652 inc ltd/life nem no add prem,Medium,,True,2013-12-18T18:32:17.000+0000,False,False,005G0000002gy37IAA,2013-12-18T18:32:08.000+0000,005G0000002gy2tIAA,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4488.0
500G000000HlNCbIAN,False,,00004329,003G000001PNiaoIAD,001G000000urN5tIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Mason,Medium,Jennifer will look after this group life conversion -,True,2014-01-09T15:30:28.000+0000,False,False,005G0000002gy2jIAA,2013-12-18T20:00:43.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 639-6443,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4488.0
500G000000HlNoBIAV,False,,00004330,003G0000018f7TFIAY,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Northwest Spring 274983 added div 4,Medium,,False,,False,False,005G0000002gy2oIAA,2013-12-18T20:48:25.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4488.0
500G000000HlOcCIAV,False,,00004331,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Portfolio Suggestion,Medium,Sophie required a Balanced portfolio recommendation for client case.,True,2013-12-18T21:43:38.000+0000,False,False,005G0000002gxzdIAA,2013-12-18T21:43:09.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4488.0
500G000000HlTzsIAF,False,,00004332,0030A0000029YAfQAM,001G000000wjNqYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Huncut Machine Ltd. (AMENDMENT),Medium,Add an employee to existing MRP plan,True,2013-12-19T16:16:22.000+0000,False,False,005G0000002gyDnIAI,2013-12-19T16:15:56.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)372-2955,,urs.bruhin@investorsgroup.com,(250)372-2938,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4487.0
500G000000HlVG0IAN,False,,00004333,003G0000018f7TEIAY,001G000000urMxiIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,291021 Northern Alberta - change existing wp to 3 mths.,Medium,,True,2013-12-19T16:26:39.000+0000,False,False,005G0000002gy37IAA,2013-12-19T16:26:32.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)428-5321,(780) 991-7737,ian@umbriafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4487.0
500G000000IVnDtIAL,False,,00004334,003G000001Ns298IAB,001G0000011aHBUIA2,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,"Bonjour.
Ce client serait refusé pour aux moins deux ans s’il ne consomme plus.
Après cela, surprime pour 3 ans.

Assurance Individuelle, Tarification 


_____________________________________________
De : Thorn-Gregoire, Audrey 
Envoyé : December 19, 2013 09:47
À : Than, Patrick
Objet : Prétarification AMG


Bonjour Patrick,

Est-ce que c’est possible d’assurer un client de 27 ans, en parfaite santé, mais qui a consommé du speed il y a environ 6 mois?

Merci!

Audrey Thorn-Grégoire, B.Comm
Représentante en investissement/Investment Representative
3773, boul de la Côte-Vertu, bureau 200
Tel: 514-963-1426",True,2014-01-24T18:03:08.000+0000,False,False,005G0000002gyBkIAI,2013-12-20T13:56:01.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)970-3026X5,(514) 963-1426,audrey.thorn-gregoire@finanthropie.ca,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4486.0
500G000000IVnE8IAL,False,,00004335,003G000001Ns298IAB,001G0000011aHBUIA2,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Speed pré-tarification AMG,Medium,"Bonjour.
Ce client serait refusé pour aux moins deux ans s’il ne consomme plus.
Après cela, surprime pour 3 ans.

Assurance Individuelle, Tarification 


_____________________________________________
De : Thorn-Gregoire, Audrey 
Envoyé : December 19, 2013 09:47
À : Than, Patrick
Objet : Prétarification AMG


Bonjour Patrick,

Est-ce que c’est possible d’assurer un client de 27 ans, en parfaite santé, mais qui a consommé du speed il y a environ 6 mois?

Merci!

Audrey Thorn-Grégoire, B.Comm
Représentante en investissement/Investment Representative
3773, boul de la Côte-Vertu, bureau 200
Tel: 514-963-1426",True,2013-12-20T13:56:30.000+0000,False,False,005G0000002gyBkIAI,2013-12-20T13:56:21.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)970-3026X5,(514) 963-1426,audrey.thorn-gregoire@finanthropie.ca,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4486.0
500G000000IVqH6IAL,False,,00004336,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,#286541 Westcountry Waterworks (Amendment),Medium,"Remove Dental Care effective January 1, 2014",True,2013-12-20T18:13:06.000+0000,False,False,005G0000002gy37IAA,2013-12-20T18:13:01.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4486.0
500G000000IVqzTIAT,False,,00004337,0030A0000029dkDQAQ,001G000000yXkBsIAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,Shiv Anpurna (amendment),Medium,"add 2 ee's, set up Managers class",True,2013-12-20T19:04:51.000+0000,False,False,005G0000002gyDnIAI,2013-12-20T19:03:59.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)952-2164,,hkhanna1546@yahoo.ca,(780)485-2174,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4486.0
500G000000IVrOeIAL,False,,00004338,003G000001B4DlWIAV,001G000000vlFDFIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,273146 Breton Autobody inc std nem $44.90,Medium,,True,2013-12-20T19:40:41.000+0000,False,False,005G0000002gy37IAA,2013-12-20T19:40:26.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 542-1204,,mullent@telusplanet.net,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4486.0
500G000000IVs3IIAT,False,,00004339,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Selectest 272383 remove hc/vc,Medium,,True,2013-12-20T20:29:41.000+0000,False,False,005G0000002gy37IAA,2013-12-20T20:29:31.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4486.0
500G000000IVsI9IAL,False,,00004340,003G0000018f7K2IAI,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,280763 Enright Management icn ltd nem,Medium,,True,2013-12-20T20:59:32.000+0000,False,False,005G0000002gy37IAA,2013-12-20T20:59:19.000+0000,005G0000002gy2tIAA,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8909,,john@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4486.0
500G000000IW1eaIAD,False,,00004341,0030A0000029f1MQAQ,001G000000vkeizIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,287210 - A&M Machining Services Ltd. (Multiple Changes),Medium,"Parameds at 70%, basic
DC - Remove Major, Basic 70% and max of $1000",True,2013-12-23T15:16:31.000+0000,False,False,005G0000002gy3gIAA,2013-12-23T15:15:00.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)458-7404,,tshelemey@shelemey.com,(780)460-7802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4483.0
500G000000IW2JUIA1,False,,00004342,003G0000018f6feIAA,001G000000urMsGIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,ROP on surrender DI: functionnality,Medium,Answered to Marie-Claude Loubier,True,2013-12-23T16:09:27.000+0000,False,False,005G0000002gyBkIAI,2013-12-23T16:09:14.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)334-7799X227,(514) 515-7507,robin@octantgp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4483.0
500G000000IW3lmIAD,False,,00004343,003G0000018f6erIAA,001G000000urMvQIAU,,,,,,CI,012G00000012AYVIA2,In Progress,Complex Case,Email,,"2,7 millions",High,"Analyse de besoin pour justifier 2,7 milions au réaussureur",False,,False,False,005G0000002gy8EIAQ,2013-12-23T17:57:24.000+0000,005G0000002gyBhIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)849-3261,,pascale.cauchi@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8EIAQ,,,,,,,0.0,0.0,0.0,,False,4483.0
500G000000IWO03IAH,False,,00004344,0030A0000029XsiQAE,001G000000vmRzQIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Canada Crane Services (AMENDMENT),Medium,"Company name change to Sarens Canada Inc. eff Jan 1, 2014",True,2013-12-27T18:08:08.000+0000,False,False,005G0000002gyDnIAI,2013-12-27T18:07:56.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)438-2863,,barrie.beach@iainvestia.ca,(780)438-2860,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4479.0
500G000000IWPqKIAX,False,,00004345,0030A0000029pSkQAI,001G000000urN5CIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Wade,Medium,"Rosemary will look after this group life conversion, will probably become a new application for insurance.",True,2017-03-06T21:10:06.000+0000,False,False,005G0000002gy2jIAA,2013-12-27T19:20:05.000+0000,005G0000002gy2jIAA,2025-07-29T16:57:14.000+0000,0055o0000019VX9AAM,2025-07-29T16:57:15.000+0000,(905)648-6767,,robrien@stoneridgeinsurance.ca,(905)648-7399,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4479.0
500G000000IWQTLIA5,False,,00004346,003G000001HFb74IAD,001G000000urMsgIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,End Client Question,Email,,Client demande si LL a un fonds indiciel,,"Information envoyée pour fonds indiciel (GW) voir le contenu et résultats.
Fonds action can et fonds profil d'action can. le 27 déc.",False,,False,False,005G0000002gy87IAA,2013-12-30T15:14:51.000+0000,005G0000002gy87IAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(819)375-4974,(819) 609-1448,etienne@gesfineg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4476.0
500G000000IWd1vIAD,False,,00004347,0030A0000029gpQQAQ,001G000000yYV4AIAW,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,CTH Control Solutions (AMENDMENT),Medium,Add Tinbox Energy Software Inc. as subsidiary,True,2013-12-30T16:38:29.000+0000,False,False,005G0000002gyDnIAI,2013-12-30T16:38:13.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)424-8171,,,(780)424-8118,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4476.0
500G000000IWdg5IAD,False,,00004348,0030A0000029jG1QAI,001G000000wjNqDIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,ABC Allen Business Communications Inc. - Policy #211342,Medium,"There is a 12.7% increase on the renewal. I revised it down from 16% ... We are now looking at an ammendment to reduce even further: change LTD to own occ, reduce dental benefits, add PNVP Drug Plan .... Conference call with advisor Dec 30th, 2013 ... Jan 7th: Advisor presented, and presented options (Drug Solutions) Case has been saved. Client will retain business with GWL.",True,2014-01-09T19:16:34.000+0000,False,False,005G0000002gyE0IAI,2013-12-30T17:27:30.000+0000,005G0000002gyE0IAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)729-0904,,liane.kimmie@ig.ca,(250)729-0908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,701G0000000bj0eIAA,,,Marketing Piece;Quotation;Concept,0.0,0.0,0.0,,False,4476.0
500G000000IWdzcIAD,False,,00004349,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,280520 - Carstar Edmonton North (INC DC MAX),Medium,Inc DC max to 1500,True,2013-12-30T17:48:01.000+0000,False,False,005G0000002gy37IAA,2013-12-30T17:47:45.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4476.0
500G000000IWjEeIAL,False,,00004350,003G0000018f6jTIAQ,001G000000urMquIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Client in her 80s,High,"Ada's personal client, need advise on Seg fund investment, may have 2M+ to invest. Need risk tolerance level info. 
Kelvin provided simplified proposal may be used to initiate the talking.
------------------------------------------------------------------------------------------",True,2014-08-11T19:44:11.000+0000,False,False,005G0000002gyCuIAI,2013-12-31T02:48:10.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,416-291-0451,,ada.yeung@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Presentation,2.0,0.0,0.0,,False,4476.0
500G000000IWlQiIAL,False,,00004351,003G0000018f6VkIAI,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,OMERS Survivor Benefits Transfer,Medium,"The client need to transfer lamp sum OMERS survivor benefit to London Life in Seg funds. The advisor is not sure if we need to transfer it to the client's RRSP account, or if it needs to be transferred into an LIRA. Did the inquiry both on OMERS client service and Canadian Revenue Agency, both confirmed that it can be transferred into an RRSP account, due to it is a survivor benefit.
-------------------------------------------------------------------
Double checked with OMER, provided info to the advisor, case closed.",True,2014-03-30T14:36:15.000+0000,False,False,005G0000002gyCuIAI,2013-12-31T16:35:10.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)660-9414X284,,silvio.schiavone@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0CIAQ,,,,2.0,0.0,0.0,,False,4475.0
500G000000IWlpGIAT,False,,00004353,003G0000018f7HlIAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Inforce Prudential,Low,Jim had a question about a seeded clients policy and why it couldn't go on premium vacation.  I suggested he talk to client services.,True,2013-12-31T18:34:35.000+0000,False,False,005G0000002gy5ZIAQ,2013-12-31T18:34:27.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)438-1232X268,(604) 838-1132,jim.low@4pillarsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4475.0
500G000000IWmX8IAL,False,,00004352,003G0000018f7AVIAY,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Par Insurance Questions,Low,Spent half an hour with Allan discussing some of the different feature of participating insurance and how dividends are credited.,True,2013-12-31T18:33:11.000+0000,False,False,005G0000002gy5ZIAQ,2013-12-31T18:33:00.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,604-438-1232,,allan.cheng@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4475.0
500G000000IWmj0IAD,False,,00004354,003G000001D2ENYIA3,001G000000urMnzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,2014 CI,High,Had an extended conversation with Young about some potetial CI oppotunities for the new year.  A few product question.  Folllow-up need for a few large opportunities.,True,2014-04-02T16:55:45.000+0000,False,False,005G0000002gy5ZIAQ,2013-12-31T18:45:39.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)438-1232,(604) 338-6416,young.lee@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4475.0
500G000000IWw24IAD,False,,00004355,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,217290 - Gummows Construction Ltd.,Medium,"Opent enrollment - 6 EEs
Effective jan 1/14
Additiona premium = $1667",True,2014-01-02T16:22:07.000+0000,False,False,005G0000002gy37IAA,2014-01-02T16:21:52.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4473.0
500G000000IWzLjIAL,False,,00004356,003G0000018f6lHIAQ,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Low,,True,2014-01-02T19:21:04.000+0000,False,False,005G0000002gy2wIAA,2014-01-02T19:20:47.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,416-789-4527,,dikema.etto@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4473.0
500G000000IX0AwIAL,False,,00004358,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Interlake Graphics Inc. (Amendment),Medium,Remove STD and contact effective Jan 1/14.  Rates changes to Life & LTD as this group was placed for Jan 1/14,True,2014-01-02T20:30:22.000+0000,False,False,005G0000002gy37IAA,2014-01-02T20:29:48.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4473.0
500G000000IX2gUIAT,False,,00004359,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Kayfore Holdings Ltd. (Amendment),Medium,"Increase Life NEM from 170,000 to 190,000
Increase LTD NEM from 3,500 to 3,850

Additional monthly premium $69.72",True,2014-01-02T23:18:14.000+0000,False,False,005G0000002gy37IAA,2014-01-02T23:18:09.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:20.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4473.0
500G000000IXBtRIAX,False,,00004360,003G000001B4CATIA3,001G000000vlESPIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Amendment to Add Management Class,Medium,"Client has hired a manager, wants to amend the plan to include a management class that follows the manager's old plan design.  Seeking HO approval for a one man class in addition to adding ortho for this class as there will be 9 EE's with dental benefits.  Also proposed updating the plan for all other plan members.",False,,False,False,005G0000002gy0XIAQ,2014-01-03T21:22:53.000+0000,005G0000002gy1MIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403) 983-7777,,darren@harvestfinancial.info,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0XIAQ,,,,,,,0.0,0.0,0.0,,False,4472.0
500G000000IXPE0IAP,False,,00004361,0030A0000029fbkQAA,001G000000urN58IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,41130878-Best,Medium,Pat requested a policy download for Mr. Best's policy,True,2017-03-06T20:58:45.000+0000,False,False,005G0000002gy2jIAA,2014-01-06T16:01:02.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)319-7021X222,905-979-0317,pat@donnellfinancial.com,(905)319-7020,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4469.0
500G000000IXPoUIAX,False,,00004362,003G0000018f78hIAA,001G000000urMr9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,"policy change app, and med to percentage rating",Low,,True,2014-01-06T16:34:24.000+0000,False,False,005G0000002gy2wIAA,2014-01-06T16:34:01.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(416)209-8514,(416) 209-8514,daniel@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4469.0
500G000000IXQxVIAX,False,,00004363,003G0000018f7AVIAY,001G000000urMnzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Split Dollar CI,Medium,Allan approached my with some questions about split dollar CI and Tax efficiency.  Follow-up by next Wedneday possible additional opportunity.,True,2014-04-02T16:55:05.000+0000,False,False,005G0000002gy5ZIAQ,2014-01-06T17:43:01.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,604-438-1232,,allan.cheng@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4469.0
500G000000IXRHuIAP,False,,00004364,003G0000018f7VGIAY,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Estate Planning,Low,Personal estate planning for advisors  Rick and Melody Fischer,True,2014-01-06T18:08:14.000+0000,False,False,005G0000002heHMIAY,2014-01-06T18:07:55.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(866) 624-0745,(780) 618-8826,rick@silfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4469.0
500G000000IXSO0IAP,False,,00004365,003G0000018f7LoIAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Primary Residence,Medium,Planning question regarding taxation of primary residence and ownership/title considerations.,True,2014-01-06T19:19:03.000+0000,False,False,005G0000002gy5ZIAQ,2014-01-06T19:18:55.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604)438-1232,(778) 238-3238,margaret.tam@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,1.0,0.0,0.0,,False,4469.0
500G000000IXTFQIA5,False,,00004366,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,M. Radley Enterprises Ltd. (Amendment),Medium,"Add Enhanced Critical Illness $20,000 effective January 1, 2014.  Additional monthly premium $267.00",True,2014-01-06T20:17:50.000+0000,False,False,005G0000002gy37IAA,2014-01-06T20:17:45.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4469.0
500G000000IXWn2IAH,False,,00004367,003G000001C49vgIAB,001G000000urMt7IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Dan and Darlene Stanley 3 million,Medium,"Hold co 2.1 mil
Personal non reg 330k
Rsp 200k
Lira 420k
Money at RBC in mutual funds.
Client also could sell business in near future for 1 million.",True,2017-02-15T19:45:39.000+0000,False,False,005G0000002gxyEIAQ,2014-01-07T04:05:12.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(902)742-3195,,jordan.bain@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,,0.0,0.0,0.0,,False,4469.0
500G000000IXWnRIAX,False,,00004368,003G000001D2BzgIAF,001G000000urMt7IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Joy and Stephen Allen 600k,Medium,"Clients have 3 million with RBC Dominion. Bulk of it in stocks and bonds so we will be working on mutual fund portion which consists of third party funds, none being RBC.",True,2014-06-09T12:19:16.000+0000,False,False,005G0000002gxyEIAQ,2014-01-07T04:08:52.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(902)422-1631,(902) 448-2172,rudy@baywealth.ca,,,,,,,,,,,third party,Other,,,0.0,,,0.0,False,third party,,,,,005G0000002gxyEIAQ,,,,,,,0.0,0.0,0.0,,False,4469.0
500G000000IXZf1IAH,False,,00004369,003G0000018f6XFIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Advise changes to QGOF portfolio matrix as recommended by PWC for 2014,Medium,"Kelvin made some changes to his QGOF portfolios for 2014
1. more global; less Canada
2. Added U.S. Dividend fund in some profiles
3. Reduced Mac Sentinel Strategic Income (60/40) so reallocated to other funds
Send new portfolio guidelines to Mark",True,2014-01-09T15:22:47.000+0000,False,False,005G0000002gy7yIAA,2014-01-07T15:36:17.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4468.0
500G000000IXb2CIAT,False,,00004370,0030A0000029iCDQAY,001G000000vkpU4IAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Mini Miners Daycare and Preschool - new group,Medium,"This new group is just about ready to be sent to HO.  Spoke with Dan yesterday on the phone and he wants the group eff date changed to Feb 1, instead of Jan 1 as it has taken a while to receive the groups prev carrier billing statement for the LTD grandfathering.

We are still waiting to hear back from Dan on whether or not he'll be able to obtain it so that we can include with the new group submission.  

Dan has been sent an updated final sold quote with a revised eff date of Feb 1.",True,2014-01-07T17:30:10.000+0000,False,False,005G0000002gy3iIAA,2014-01-07T17:30:03.000+0000,005G0000002gy3iIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(902)564-6644,,dancmacneil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXbEYIA1,False,,00004371,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,String Machine & Welding Ltd. (Amendment),Medium,"Increase drug maximum to $3,000

Add major dental at 50%.  $1,500 max per year combined with basic dental

No change in rates/no additional monthly premium",True,2014-01-07T17:38:15.000+0000,False,False,005G0000002gy37IAA,2014-01-07T17:38:10.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXbenIAD,False,,00004372,003G0000018f6s6IAA,001G000000urN8QIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Comparaison entre le Temporaire et le Permanent,Medium,Cherche à obtenir les mêmes auxiliaires de vente qui étaient disponible chez London Life.,True,2014-01-07T18:02:36.000+0000,False,False,005G0000002gy1UIAQ,2014-01-07T18:01:56.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 721-7700,(514) 318-1414,hugo@consortia-inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4468.0
500G000000IXbizIAD,False,,00004373,003G0000018f7cDIAQ,0015o000008CysqAAC,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Comparatif entre les produits d'invalidité GWL et RBC,High,"Bonjour Carole
Je t’ai parlé d’un prospect dentiste 06-04-1988 n-f 60,000$ nouveau diplômé depuis le printemps et je voulais savoir si vous aviez un comparatif de produit avec RBC. Les 2 dentistes qui sont avec lui sont avec RBC et je veux me préparer au cas…",True,2014-01-07T18:09:29.000+0000,False,False,005G0000002gy1UIAQ,2014-01-07T18:07:08.000+0000,005G0000002gy1UIAQ,2024-08-08T16:49:32.000+0000,0055o0000019VX9AAM,2024-08-08T16:49:32.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,RBC,RBC,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4468.0
500G000000IXbzCIAT,False,,00004374,003G0000018f7HVIAY,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Existing life policy - client wants to re-instate term coverage,Medium,,True,2014-01-07T18:28:22.000+0000,False,False,005G0000002gy9KIAQ,2014-01-07T18:28:11.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)983-9839,(514) 983-9839,rick.rossi@rozayfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXc3zIAD,False,,00004378,0030A0000029fbkQAA,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Group Life Conversion - Frenette,Medium,Send 5 Illustrations to Pat for Mr. Frenette's conversion,True,2017-03-06T21:10:37.000+0000,False,False,005G0000002gy2jIAA,2014-01-07T18:43:50.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)319-7021X222,905-979-0317,pat@donnellfinancial.com,(905)319-7020,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4468.0
500G000000IXc4qIAD,False,,00004375,003G0000018f6iYIAQ,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Marketing Piece- 7 year Conversion rule,Low,"provided Gabe with confirmation of the 7 year conversion rule for Term policies from 2006 onward.
Emailed supporting marketing piece",True,2014-02-18T16:42:36.000+0000,False,False,005G0000002gyG3IAI,2014-01-07T18:35:39.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519)967-1180,,gabriel.maccausland-sirois@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4468.0
500G000000IXcBJIA1,False,,00004376,003G000001IkUz5IAF,001G000000urMpbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Opportunty Plus Non Par,Low,"Branden inheirted a discontinued policy and needed some assistance with it. Clients have other insurance
let Branden know there was no conversion, no dividends but did have a cash value. a 10 pay policy
I told him to check taxable gain before the client decides to take CSV",True,2014-01-09T18:27:54.000+0000,False,False,005G0000002gyG3IAI,2014-01-07T18:38:37.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519)250-9777,(519) 981-5795,blarocque@stewartfisher.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXcFBIA1,False,,00004377,003G0000018f7g0IAA,001G000000urN8KIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Code de vente Manuvie,Medium,expliquer l'entente interentreprise entre GWL et Manuvie. Compléter le formulaire renseignement sur le ocnseiller pour obtenir le code de producteur Manuvie.,True,2014-01-07T18:43:31.000+0000,False,False,005G0000002gy1UIAQ,2014-01-07T18:43:20.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 315-4517,,mfarley@bflcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXcHHIA1,False,,00004379,003G0000018f7gxIAA,001G000000urN9aIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Outils pour respecter les nouvelles normes de conformité,Medium,"Voici un lien vers tous les nouveaux outils à utiliser pour respecter les nouvelles normes de conformité qui sont entrés en vigueur le 22 octobre 2013.

•	Calculateur d’analyse des besoins
•	Analyse factuelle
•	Sommaire des recommandations
•	Formulaire d’autorisation visant la constitution d’un dossier client
•	Document de divulgation de renseignements sur le conseiller 
•	Liste de contrôle du dossier client",True,2014-01-07T18:46:08.000+0000,False,False,005G0000002gy1UIAQ,2014-01-07T18:45:58.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)926-8555X205,(514) 235-2624,johanne.grenier@collabex.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXcYNIA1,False,,00004380,003G0000018f7gxIAA,001G000000urN9aIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Quoi faire avec mes polices RAS,Medium,"expliquer les options possibles pour les polices RAS déjà en vigueur qui comportent l’avenant de remboursement des primes … des modifications s’imposent….
•	Modifier la police pour rendre la prestation du remboursement de la prime payable au propriétaire du régime
•	Supprimer l’avenant de remboursement de la prime
•	Transférer la propriété de la police aux personnes assurées

Je lui ai donné une copie du bulletin d'interprétation et les communiqués du siège social",True,2014-01-07T19:07:40.000+0000,False,False,005G0000002gy1UIAQ,2014-01-07T19:07:24.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)926-8555X205,(514) 235-2624,johanne.grenier@collabex.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4468.0
500G000000IXcrtIAD,False,,00004382,003G0000018f7IsIAI,001G000000urMqpIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,HNW Transfer,High,John is going to be picking up a cheque for 1.3 million and was told by Michelle Morrison that he had to submit the allocation of funds for approval to the Product Development area. He was confused by this as he does not want things to be held up if the client decides to change an allocation when the cheque is picked up. He asked me to clarify this as well as the fact that there will be no hold on this personal cheque from the client. I told him I would find out and call him back tomorrow.,True,2014-01-07T19:41:32.000+0000,False,False,005G0000002gyEsIAI,2014-01-07T19:33:55.000+0000,005G0000002gyEsIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)363-5800X150,,john@maia.team,(905)363-7771,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEsIAI,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXcv7IAD,False,,00004383,003G000001F3kGpIAJ,001G000000yXxuOIAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Travailler avec TEPG,Medium,M. Desrochers veut savoir ce qu'il doit faire pour obtenir les services du TEPG. Lui remettre la documentation préparée par Jean-Pierre Berger qui fait état de tous les documents que le conseiller doit obtenir avant de présenter un dossier au TEPG,True,2014-01-07T19:36:58.000+0000,False,False,005G0000002gy1UIAQ,2014-01-07T19:36:50.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 247-1535,(514) 247-1535,robert.desrochers@assurances-grd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,Presentation,0.0,0.0,0.0,,False,4468.0
500G000000IXczdIAD,False,,00004384,0030A00000BmSonQAF,001G000000urN9eIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,G015230-U  NADEAU,Medium,Modification de police. Changer le CDA de TRA à Uniforme à la 2e année même si les réglements empêchent de modifier le CDA avant la 7e année. Ask for business case.  CC. Daniel Guillemette,True,2014-01-07T19:43:58.000+0000,False,False,005G0000002gy1UIAQ,2014-01-07T19:43:50.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)975-5757,(514) 975-5757,ym@finabco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4468.0
500G000000IXdEsIAL,False,,00004385,003G000001B4x8dIAB,001G000000urN8pIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Business overhead,Medium,"Question :  Does our Business Overhead policy cover the cost of loan repayments ?

Answer : 
Yes,  the plan would cover the insured’s share of that expense.... as long as we are talking about a loan made prior to the disability and with SCHEDULED monthly loan repayments.   

Attached is the plan description.  Eligible expenses are listed on page 5.  Check out the guide for Product Availability and Eligibility.",True,2014-01-07T20:04:01.000+0000,False,False,005G0000002gy1UIAQ,2014-01-07T20:03:27.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 419-5399,(514) 894-2449,esimpson@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4468.0
500G000000IXdgAIAT,False,,00004387,003G0000018f7IlIAI,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Dossiers Gangemi en APS,Medium,"Demande de conseil sur obtention de preuves financières via le GVT, je lui ai donné le formulaire du GVT.",True,2014-01-07T20:54:37.000+0000,False,False,005G0000002gy1SIAQ,2014-01-07T20:54:25.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXdrhIAD,False,,00004386,003G0000018f7IlIAI,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Dossiers Gangemi en APS,Medium,"Demande de confirmer si les contrats sont en APS car l'un émis très longtemps avant l'autre, demande d'info faite auprès de Johanne Côté.",True,2014-01-07T20:47:50.000+0000,False,False,005G0000002gy1SIAQ,2014-01-07T20:47:40.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXfZEIA1,False,,00004388,003G000001Ik57qIAB,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product performance,Low,Routine questions about product construction and performance.,True,2014-04-02T16:53:55.000+0000,False,False,005G0000002gy5ZIAQ,2014-01-07T23:14:24.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604)438-1232,,chinheng.choo@pointonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXfa7IAD,False,,00004389,003G000001GJMBwIAP,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Par questions,Low,Routine questions about product construction and performance.,True,2014-01-30T16:54:50.000+0000,False,False,005G0000002gy5ZIAQ,2014-01-07T23:15:55.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,604-438-1232,,leonard.kiing@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4468.0
500G000000IXl6OIAT,False,,00004390,003G0000018f7rHIAQ,0015o000008Cz0AAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,LIB Resets,Medium,"Looking for an easy way to determine when policies in 2010 would reset and why the account value on the policy anniversary did not match the new Bonus Base, etc.",True,2014-01-08T16:56:17.000+0000,False,False,005G0000002gy6dIAA,2014-01-08T16:56:03.000+0000,005G0000002gy6dIAA,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,(306)934-6011,(306) 227-4732,trobertson@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4467.0
500G000000IXlAQIA1,False,,00004391,003G000001IkUyRIAV,001G000000urMpbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,300% Rating,Medium,"Met with Mitch today to discuss a rating on a 61 year old man with T10. it is renewing and he has been offered 300% rating on a new application.
my suggestion was look at UL and possibly doing another app with Manu as long as he keeps some insurance in force during the process. rating was for medical history..no specifics. will send Mitch the rating conversion chart: 300% is a med 4 in the perm world.",True,2014-02-18T16:43:35.000+0000,False,False,005G0000002gyG3IAI,2014-01-08T17:00:44.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519) 967-1180 X 266,,mitchell.boucher@freedom55financial.com,(519) 967-1234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4467.0
500G000000IXlAVIA1,False,,00004392,003G000001IkUyRIAV,001G000000urMpbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,300% Rating,Medium,"Met with Mitch today to discuss a rating on a 61 year old man with T10. it is renewing and he has been offered 300% rating on a new application.
my suggestion was look at UL and possibly doing another app with Manu as long as he keeps some insurance in force during the process. rating was for medical history..no specifics. will send Mitch the rating conversion chart: 300% is a med 4 in the perm world.",True,2014-01-08T17:01:07.000+0000,False,False,005G0000002gyG3IAI,2014-01-08T17:00:59.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519) 967-1180 X 266,,mitchell.boucher@freedom55financial.com,(519) 967-1234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4467.0
500G000000IXlLKIA1,False,,00004393,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Quality HVAC Products Ltd. (Amendment),Medium,"Increase NEM for Life Insurance - from 110,000 to 200,000
Increase NEM for LTD - from 3,100 to 4,600

Additional monthly premium $237.20",True,2014-01-08T17:07:12.000+0000,False,False,005G0000002gy37IAA,2014-01-08T17:07:07.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4467.0
500G000000IXmcvIAD,False,,00004394,003G0000018f6cgIAA,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,Client is concerned about portfolio performance.  I did not create the portfolio but Mike is asking me for assistance in answer the client's concerns.,True,2014-03-28T17:42:49.000+0000,False,False,005G0000002gy9PIAQ,2014-01-08T18:32:27.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)682-2651X232,,michael.hajmasy@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,4467.0
500G000000IXoW5IAL,False,,00004395,0035o000007WVK9AAO,0015o000008CydCAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,LIF & LRIF Max Payments,Medium,Paul was questioning calculation of max LIF payments for 2014 as they had increased so much. Verified that calculation was correct - due to good growth in policy last year. Provided list of LIF/LRIF clients from investment centre so he could call them and recommend a reduced payment.,True,2014-01-08T20:22:01.000+0000,False,False,005G0000002gy6dIAA,2014-01-08T20:20:44.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(204)478-8500,(204) 791-8382,pedmond@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4467.0
500G000000IXqbbIAD,False,,00004396,003G0000018f80qIAA,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,OML Construction Services Ltd. (Amendment),Medium,"Effective Jan 1, 2014 add 2 affiliates to this policy.  
WCMI Construction Servcies Ltd. (8 employees)
Corpex Construction Ltd. (2 employees)

Grandfathering for LTD for D. Laird Kulak and Dwayne Lusachok (billing statement included with amendment)",True,2014-01-08T22:55:43.000+0000,False,False,005G0000002gy37IAA,2014-01-08T22:55:26.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 918-3781,,shelly@benefitnetworkinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4467.0
500G000000IXuvxIAD,False,,00004397,003G0000018f6wgIAA,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Medium,Tom is looking to complete his annual review with clients that I helped him build the portfolio for in the first place.  He wanted to review the performance and if there were any changes to be made to the portfolio.  We decided to move the mortgage fund to the NA HY Bond and some of the Bond (Portico) to the Corp Bond Fund.,True,2014-01-09T15:05:49.000+0000,False,False,005G0000002gy9PIAQ,2014-01-09T15:05:36.000+0000,005G0000002gy9PIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)682-2651,,thomas.chalmers@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document;Presentation,1.0,0.0,0.0,,False,4466.0
500G000000IXvBNIA1,False,,00004398,003G0000018f7YXIAY,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion -  Pieczonka,Medium,Jim agreed to call Mr. Pieczonka with infomation on the group life conversion,True,2015-10-15T20:12:48.000+0000,False,False,005G0000002gy2jIAA,2014-01-09T15:21:34.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)468-8575,(905) 328-6788 *,jim.garrett@garrettinsurance.ca,(905)684-9375,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4466.0
500G000000IXvDxIAL,False,,00004399,003G0000018f7XaIAI,001G000000urN5VIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Winger,Medium,"Michael agreed to look after a group conversion in Wainfleet, ON",True,2017-03-06T21:11:23.000+0000,False,False,005G0000002gy2jIAA,2014-01-09T15:25:36.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)892-2586,(905) 892-2255,michael@goodmanbrown.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4466.0
500G000000IXwtMIAT,False,,00004400,003G0000018f6X9IAI,001G000000urMvtIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Asset Mix Review for open account,Medium,Christine wanted advise on adjusting asset mix and what funds to target. Used PI.,True,2014-01-09T16:54:59.000+0000,False,False,005G0000002hAGmIAM,2014-01-09T16:50:25.000+0000,005G0000002hAGmIAM,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(204)346-1406,(204) 371-0804,paul.craft@paulcraftfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hAGmIAM,,,,,,Analysis Document,1.0,0.0,0.0,,False,4466.0
500G000000IXy3oIAD,False,,00004401,003G0000018f6bLIAQ,0015o000008CydFAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,RBC Market GIC,Medium,"Ralph's client being wooed by RBC. Provided info on how they work, particiaption rate, etc.",True,2014-01-09T17:50:12.000+0000,False,False,005G0000002hAGmIAM,2014-01-09T17:49:45.000+0000,005G0000002hAGmIAM,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(204)837-1299,(204) 291-0037,ralph@cascadefinancialgroup.com,,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002hAGmIAM,,,,,,Concept,0.0,0.0,0.0,,False,4466.0
500G000000IXyVhIAL,False,,00004402,003G0000018f6a2IAA,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,LL and Cigars,Medium,Met with Laura today to discuss a prospect she has who smokes the occasional Cigar. Laura had some underwriting questions about this so i gave her the rules on cigard smoking .  Follow up with email for her records as well.,True,2014-01-09T18:14:18.000+0000,False,False,005G0000002gyG3IAI,2014-01-09T18:13:40.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519)967-1180,,laura@laurabelleau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4466.0
500G000000IXyYRIA1,False,,00004403,003G0000018f6qcIAA,001G000000urMt7IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,ROP on expiry,Medium,Helped Jason explain the ROP rider client has on his existing T10 to age 75 contract.,True,2014-01-09T18:17:21.000+0000,False,False,005G0000002gyCxIAI,2014-01-09T18:16:53.000+0000,005G0000002gyCxIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,902-422-1631,,jason.lindsay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCxIAI,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4466.0
500G000000IY1hyIAD,False,,00004404,003G0000018f6XYIAY,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,"Demande d'assistance pour une modification de police. j'ai tenté de l'aider mais constatant  mon manque de connaissance, je l'ai référé au HO.",True,2014-01-09T21:04:07.000+0000,False,False,005G0000002gy1SIAQ,2014-01-09T21:03:50.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)570-5588,(514) 570-5588,sandro@servicesfinanciersclemente.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4466.0
500G000000IY25WIAT,False,,00004405,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Howells,Medium,"Mary agreed to look after this group life conversion from Dofasco

male, 60, NS, 200K to convert",True,2017-03-06T21:11:52.000+0000,False,False,005G0000002gy2jIAA,2014-01-09T21:22:34.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4466.0
500G000000IY2VeIAL,False,,00004406,003G0000018f6VoIAI,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate Planning - Ashby,Low,"Contact only from Valerie Flood
EPQ info reviewed, options provided, not likely to sell insurance with annual premium > $15,000",True,2014-01-09T21:52:37.000+0000,False,False,005G0000002heHMIAY,2014-01-09T21:52:15.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(877)737-4342,(403) 923-7465,julie.shipley-strickland@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,Concept,0.0,0.0,0.0,,False,4466.0
500G000000IY2X1IAL,False,,00004407,003G0000018f6VoIAI,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate Planning - Knapik,Low,"Contact only from Valerie Flood
EPQ info reviewed, options provided, not likely to sell insurance with annual premium > $15,000",True,2014-01-09T21:53:52.000+0000,False,False,005G0000002heHMIAY,2014-01-09T21:53:39.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(877)737-4342,(403) 923-7465,julie.shipley-strickland@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,Concept,0.0,0.0,0.0,,False,4466.0
500G000000IY2ZvIAL,False,,00004408,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate Planning - Wieler,Low,"EPQ info reviewed, options provided, not likely to sell insurance with annual premium > $15,000",True,2014-01-09T21:56:22.000+0000,False,False,005G0000002heHMIAY,2014-01-09T21:56:08.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,Concept,0.0,0.0,0.0,,False,4466.0
500G000000IY2mVIAT,False,,00004409,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,291295 KKM Restaurants Ltd. (adding Div 2),Medium,"13 New employees
New EFT
Effective Jan 1/14 - got approval from HO",True,2014-01-09T22:14:01.000+0000,False,False,005G0000002gy3HIAQ,2014-01-09T22:13:39.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4466.0
500G000000IY3yxIAD,False,,00004410,003G0000018f6cqIAA,001G000000urMsqIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,Phone,,Formulaire- déclaraton relatif aux tiers- mandat d'inaptitude,Medium,"Un employé de Quadrus a demandé de compléter un formulaire additionnel lors d'un dépôt supplémentaire de 50 000 $ le 23 décembre 2013 et à être signé par la personne propriétaire du compte et non par la personne responsable qui agit avec a procuration.
Marie-Josée Surprenant a ouvert une enquête à savoir qui a demandé ce formulaire afin qu'une situation ne se reproduise plus.
Dossier à suivre",False,,False,False,005G0000002gy87IAA,2014-01-10T00:08:46.000+0000,005G0000002gy87IAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4466.0
500G000000IY421IAD,False,,00004411,003G0000018f6S7IAI,001G000000urMsLIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,Product Question,Email,,Formulaire pour PAC mensuel sur cpte fonds distincts,Medium,"Client London Life de Luc Durocher, demande de formulaire par Hugo Harbec qui s'occupe du bloc d'affaires de Luc, mais qui est aussi sous-agent Clé d'or chez John Ruggieri",False,,False,False,005G0000002gy87IAA,2014-01-10T00:18:32.000+0000,005G0000002gy87IAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,514-951-7355,(514) 951-7355,luc.durocher@freedom55financial.com,(450) 887-7694,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4466.0
500G000000IY4BmIAL,False,,00004412,003G0000018f6dsIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Third Party Detrermination form for UL,Medium,,True,2014-01-10T00:43:45.000+0000,False,False,005G0000002gy2wIAA,2014-01-10T00:43:29.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)660-9414X278,(416) 930-5779,franco@sansonefs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4466.0
500G000000IY7UpIAL,False,,00004413,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Pearson,Medium,"Mary is looking after this group life conversion for husband & wife

female, 43, Smoker, 
male, 41, Smoker,",True,2017-03-06T21:12:48.000+0000,False,False,005G0000002gy2jIAA,2014-01-10T15:12:10.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4465.0
500G000000IY7oMIAT,False,,00004414,003G0000018f7aIIAQ,001G000000urNBOIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Template for Investment Policy Statement,Medium,He was looking for an IPS template for a group account for his golf course.,True,2014-01-14T16:07:50.000+0000,False,False,005G0000002gy4kIAA,2014-01-10T15:37:44.000+0000,005G0000002gy4kIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519) 837-9659,(519) 580-6838,rob.jacobi@tenzing.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,2.0,0.0,0.0,,False,4465.0
500G000000IY9TPIA1,False,,00004415,003G0000018f6wMIAQ,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Inforce Question,Low,helped with analysing policy change quotes for client,True,2014-01-10T17:19:19.000+0000,False,False,005G0000003SxRoIAK,2014-01-10T17:18:23.000+0000,005G0000003SxRoIAK,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519)885-5177,(519) 766-9363,zoe@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,Quotation,0.0,0.0,0.0,,False,4465.0
500G000000IYAgPIAX,False,,00004416,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Dr. Richard Holden/Dr. Kerby Bruce (Amendment),Medium,"Effective January 1, 2014 remove the $5 per prescription deductible under the extended health care benefit.",True,2014-01-10T18:36:39.000+0000,False,False,005G0000002gy37IAA,2014-01-10T18:36:33.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4465.0
500G000000IYD7dIAH,False,,00004417,003G0000018f7QtIAI,001G000000urMwlIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment,Medium,Increased LTD NEM,True,2014-01-10T21:43:49.000+0000,False,False,005G0000002gy37IAA,2014-01-10T21:42:50.000+0000,005G0000002gy5hIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403) 346-2191,,bobby@everybodybenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4465.0
500G000000IYDQ5IAP,False,,00004418,003G000001B4Y3cIAF,001G000000urMwlIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment,Medium,"Amendment Sent to HO effective Jan 1, 2014 to increase Life & LTD NEM 
Additional Premium is $104",True,2014-01-10T22:08:17.000+0000,False,False,005G0000002gy37IAA,2014-01-10T22:08:07.000+0000,005G0000002gy5hIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403) 343-2252,(403) 343-2252,kelvin@everybodybenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4465.0
500G000000IYDe2IAH,False,,00004419,003G0000018f7p9IAA,001G000000urMwpIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Amendment,Medium,"Amendment sent to HO effective Jan 1, 2014 to change STD Overall Max & STD NEM",True,2014-01-10T22:31:27.000+0000,False,False,005G0000002gy3HIAQ,2014-01-10T22:30:51.000+0000,005G0000002gy5hIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403) 754-1349,(403) 350-0130,gerittpatton@pattonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4465.0
500G000000IYUToIAP,False,,00004420,003G0000018f6cfIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA,Medium,Marc need to know some specifics regarding the TFSA account,True,2014-01-13T19:15:21.000+0000,False,False,005G0000002gxzdIAA,2014-01-13T19:14:42.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)386-7878,(514) 386-7878,marc.halpert@mhfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4462.0
500G000000IYXudIAH,False,,00004421,003G0000018f7xCIAQ,0015o000008CydDAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,LIB Resets,Medium,Needed help understanding the 3 yr reset on a plan sold in 2010,True,2014-01-13T22:33:48.000+0000,False,False,005G0000002gy6dIAA,2014-01-13T22:33:36.000+0000,005G0000002gy6dIAA,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204) 946-8179,,pat@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4462.0
500G000000IYZdMIAX,False,,00004422,003G0000018f6W6IAI,0015o000008CyewAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Ray Bisson revised RPU quote,Medium,"MIke emailed requesting revised RPU quote (original from 2011) 
sent email back to mike reminding him of rpu changes and suggested earlist RPU quote without PVAC....he wants to see both...request sent to life line Jan 13th",True,2014-01-27T15:53:08.000+0000,False,False,005G0000002gy1HIAQ,2014-01-14T02:09:38.000+0000,005G0000002gy1HIAQ,2024-01-19T16:05:10.000+0000,0055o0000019VX9AAM,2024-01-19T16:05:11.000+0000,(204)272-0848,(204) 291-9552,mike@ckcg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1HIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4462.0
500G000000IYa9SIAT,False,,00004423,003G0000018f7aAIAQ,001G000000urNAoIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,MER in MMP versus FAA/FIF,Medium,Wanted me to calculate what MER the client would pay in MMP based on the fee options he can charge for an account between $250K and $500K in assets versus FAA/FIF No Load Real Estate Fund.,True,2014-01-14T05:14:55.000+0000,False,False,005G0000002gy4kIAA,2014-01-14T05:14:28.000+0000,005G0000002gy4kIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519) 884-9710,,jimschumilassr@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,1.0,0.0,0.0,,False,4462.0
500G000000IYcSPIA1,False,,00004424,003G0000018f6gxIAA,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Dossier Planif Marie Savard et serge Lemieux,High,Série D5,True,2014-02-24T17:26:12.000+0000,False,False,005G0000002hp7hIAA,2014-01-14T14:36:05.000+0000,005G0000002hp7hIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(418)569-5933,(418) 569-5933,info@martinedutil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,701G0000000aqzTIAQ,,,Analysis Document,0.0,0.0,0.0,,False,4461.0
500G000000IYdFGIA1,False,,00004425,003G0000018f7M8IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,286424 - 1630232 Alberta Ltd.,Medium,"Change WP for new EEs to 6mth
1 EE affected - got approval from HO
No additional premium",True,2014-01-14T15:33:36.000+0000,False,False,005G0000002gy3HIAQ,2014-01-14T15:33:23.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(587)525-6089,780 886 9795,nshah@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4461.0
500G000000IYdWMIA1,False,,00004426,003G0000018f6h0IAA,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Existing Life policy change,Low,"Explained that decreasing coverage is a original age policy change.
Inscreasing coverage would be a current age policy change",True,2014-01-14T15:54:31.000+0000,False,False,005G0000002gy9KIAQ,2014-01-14T15:54:16.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)242-9648,(514) 242-9648,arlene@kiplingfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4461.0
500G000000IYdXZIA1,False,,00004427,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,239687 - Simons & Stephens (Open Enrollment),Medium,"3 employees
$1557.20 / mth",True,2014-01-14T15:56:22.000+0000,False,False,005G0000002gy3HIAQ,2014-01-14T15:56:12.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4461.0
500G000000IYddmIAD,False,,00004428,003G000001NrTLPIA3,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Policy loan tax questions,Medium,"Called Benoit Charest to confirm answer is yes

If client cancels policy to clear loan (the convert term coverage to new policy) - with the taxable benefit generated reduce client's eligible gov. $ (client is currently on EI for disability)",True,2014-01-14T16:03:27.000+0000,False,False,005G0000002gy9KIAQ,2014-01-14T16:03:03.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)823-4108,(450) 512-4108,sarah.thibodeau@cabinetsfst.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4461.0
500G000000IYeHJIA1,False,,00004429,003G0000018f6mHIAQ,001G000000urMvnIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Annuity Payment Start Date Change,Medium,"Dean wanted to adjust his payment start date for his client as the the client had second thoughts about May 1, 2014.  The advisor wanted to look at Jan. 30, 2015 instead.  

I advised that head office would have the best answer since the policy is already issued.  I offered to provide a sample new business quote for a hypothetical scenario with Jan. 30, 2015 payment start date.",True,2014-01-14T16:45:18.000+0000,False,False,005G0000002h9WtIAI,2014-01-14T16:45:09.000+0000,005G0000002h9WtIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(416)363-2424,,dean@deanfrench.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4461.0
500G000000IYeqsIAD,False,,00004430,003G0000018f6aXIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Adrian P - Friend's father terminated. What can I do to help,Medium,"Introduce yourself.   Get his employer package?  Is pension or severance or Group money on the table ?   We can assist in retirement tax allowance tax rules

He asked about benefits but I told him I dont really support discussions on DI or term life conversion if these are part of his employer package that he will be losing.   

Also mentioned that sometimes ""salary continuance"" is how some people receive their termination.   If this is involved, not really much we can do on the Wealth side",True,2014-01-14T17:20:03.000+0000,False,False,005G0000002gy7yIAA,2014-01-14T17:19:57.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(289)752-0277,(647) 808-8063,bert.pepito@precisionguidancefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4461.0
500G000000IYf5xIAD,False,,00004431,003G0000018f6SsIAI,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RRSP Loan,Medium,Ron required some details regarding an RRSP loan,True,2014-01-14T17:35:57.000+0000,False,False,005G0000002gxzdIAA,2014-01-14T17:35:07.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)331-5838,,ron.moscovitch@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4461.0
500G000000IYfJqIAL,False,,00004432,003G000001B4FK4IAN,001G000000vlGA8IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,R.A. Theroux Holdings Inc. (Amendment),Medium,"Effective Janaury 1, 2014 increase the NEM for Short-Term Disability from 0 to 1,000 

Additional monthly premium $43.89",True,2014-01-14T17:53:55.000+0000,False,False,005G0000002gy37IAA,2014-01-14T17:53:50.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 452-7296,,michaels@bcibenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4461.0
500G000000IYfjLIAT,False,,00004434,003G0000018f7BTIAY,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Voulait avoir portefeuille Modèle,Low,"Désirait avoir l,ensembles des portefeuilles modèles",True,2014-01-14T18:30:07.000+0000,False,False,005G0000002hp7hIAA,2014-01-14T18:29:32.000+0000,005G0000002hp7hIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(418)686-6186X221,(418) 998-9958,david.levesque@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,701G0000000aqzTIAQ,,,Marketing Piece,0.0,0.0,0.0,,False,4461.0
500G000000IYfv6IAD,False,,00004433,003G0000018f78zIAA,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,question pourquoi utiliser les fonds VS Bluechips,Medium,,True,2014-01-14T18:27:54.000+0000,False,False,005G0000002hp7hIAA,2014-01-14T18:26:51.000+0000,005G0000002hp7hIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(418) 622-7077 x302,,etiennebelzile.paquet@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,701G0000000aqzTIAQ,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4461.0
500G000000IYgkOIAT,False,,00004435,003G0000018f7XaIAI,001G000000urN5VIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - McFadden,Medium,"Michael is looking after a group life conversion in Simcoe,

female, 65, NS,",True,2017-03-06T21:13:15.000+0000,False,False,005G0000002gy2jIAA,2014-01-14T19:21:44.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)892-2586,(905) 892-2255,michael@goodmanbrown.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4461.0
500G000000IYh4xIAD,False,,00004436,0030A0000029drmQAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,Jay-Nart Directional  224115 - added seasonal ee's to group,Medium,,True,2014-01-14T19:44:20.000+0000,False,False,005G0000002gy3gIAA,2014-01-14T19:44:13.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)922-1697,,scott@scottpollock.ca,(780)922-1550,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4461.0
500G000000IYk8VIAT,False,,00004437,003G0000018f7zuIAA,001G000000urNBUIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Tax question on US resident,Medium,"I have clients who are US residents who are retiring this year

they are going to continue living in the US

the wife has 2 x FAA's, all in investment funds

the husband has RRSP mutual funds with Investors Group

their holdings have been properly declared to the IRS each year they have been living in the US

they wish to move funds to LRIF/RRIF without triggering large tax liabilities in either US or Canada

can you provide assistance/referral to tax specialist

thanks",True,2014-01-14T23:26:07.000+0000,False,False,005G0000002gy4kIAA,2014-01-14T23:25:43.000+0000,005G0000002gy4kIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519)661-7555,(519) 661-7555,garrettclu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4461.0
500G000000IYo9nIAD,False,,00004438,003G0000018f6cqIAA,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,connaitre les valeurs de rachat sur une police GWL,Low,police 18017394.  Transférer à Sylvie.,True,2014-01-15T14:48:13.000+0000,False,False,005G0000002gxzjIAA,2014-01-15T14:45:06.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4460.0
500G000000IYoMDIA1,False,,00004439,003G0000018f6itIAA,001G000000urMsMIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,B058445-0 Desrochers,Medium,"Cliente a un prêt de $43,500, sur vie 20 prime prise en 2000.  Elle aimerait garder couverture car non assurable mais clairer le prêt et garder $100k.
RPU après couverture du prêt donne $25k de protection.
Demande de Jubilée $100k à ind life le 14/01.",True,2014-08-21T18:06:57.000+0000,False,False,005G0000002gxzjIAA,2014-01-15T15:04:01.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)813-3663,(514) 778-7302,sammyzakem@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4460.0
500G000000IYopLIAT,False,,00004440,003G0000018f72ZIAQ,001G000000urMphIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Bellemore Annual Review,High,January 15: Mark and I met to review his largest clients ($2.4million) performance over the last year.  We meet with this client every year to discuss performance.,True,2014-01-15T15:38:32.000+0000,False,False,005G0000002gy4OIAQ,2014-01-15T15:38:18.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519)967-1180,(519) 965-1999,mark.huggard@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4460.0
500G000000IYpWPIA1,False,,00004441,003G000001B4D5hIAF,001G000000vlESPIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Armor Building Systems,Medium,"Looking at amendments to update the drug formulary, add Costco, as well as adding CI and Contact.",False,,False,False,005G0000002gy0XIAQ,2014-01-15T16:28:24.000+0000,005G0000002gy1MIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403) 362-7879,(403) 793-3039,terry@legacyiandb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0XIAQ,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,4460.0
500G000000IYrqdIAD,False,,00004442,003G0000018f6jNIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA inquiry,Medium,Jing Song required some info regarding the TFSA account,True,2014-01-15T18:41:56.000+0000,False,False,005G0000002gxzdIAA,2014-01-15T18:41:20.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)586-6661,(514) 586-6661,jingsong.zheng55@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4460.0
500G000000IYuz3IAD,False,,00004443,003G0000018f7QjIAI,001G000000urMy1IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Base Enginnering,Medium,"Amendment Sent to Add Contact and CI, as well as Costco",False,,False,False,005G0000002gy0XIAQ,2014-01-15T21:16:52.000+0000,005G0000002gy1MIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403)750-2119,(403) 890-8884,jon.copple@wisenterprise.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0XIAQ,,,,,,,0.0,0.0,0.0,,False,4460.0
500G000000IYwtzIAD,False,,00004444,003G000001C3YDCIA3,001G000000wjNqDIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Cypress Forest Consultants,Medium,"Amendment to increase LIFE, LTD, and STD NEMS",True,2014-01-17T18:56:43.000+0000,False,False,005G0000002gyDvIAI,2014-01-15T23:21:46.000+0000,005G0000002gyDvIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250) 635-0601,,roger.l'heureux@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDvIAI,,,,,,Quotation,2.0,0.0,0.0,,False,4460.0
500G000000IYx0iIAD,False,,00004445,003G0000018f6QbIAI,001G000000urMvxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,confirm application to exercise GIB,Low,,True,2014-01-15T23:52:17.000+0000,False,False,005G0000002gy2wIAA,2014-01-15T23:52:03.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4460.0
500G000000IZ1gKIAT,False,,00004446,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,RRSP Loan,Medium,Suk required some clarification on what was needed to apply for an RRSP loan of $30 000 for her client.,True,2014-01-16T14:53:24.000+0000,False,False,005G0000002gxzdIAA,2014-01-16T14:52:09.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4459.0
500G000000IZ3VLIA1,False,,00004447,003G0000018f7qXIAQ,001G000000urMxdIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,285214 - 1634459 AB Ltd. OA Timberline Forest Inventory Consultants (Adding MRP),Medium,"Effective Feb 1/14
No additional premium
3 employees",True,2014-01-16T16:54:55.000+0000,False,False,005G0000002gy3HIAQ,2014-01-16T16:54:39.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 705-5214,,steve@summitbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4459.0
500G000000IZ4EsIAL,False,,00004448,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Estate Planning - Rempel,Low,Review of personal estate planning completed with various ideas discussed.,True,2014-01-16T17:22:45.000+0000,False,False,005G0000002heHMIAY,2014-01-16T17:22:11.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,Presentation,0.0,0.0,0.0,,False,4459.0
500G000000IZ5aBIAT,False,,00004449,003G0000018f7MAIAY,001G000000urMtiIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Occ therapist,Low,"Needed occ class and asked about creating a STD situation with our products.  Client has LTD through work and I explained how STD is quite expensive with our products.

Suggested saving cash in a WL policy which can be withdrawn or borrowed when needed in an STD situation.",True,2014-01-16T18:43:49.000+0000,False,False,005G0000002gyDWIAY,2014-01-16T18:43:40.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250) 763-1114 x 4266,(250) 801-0174,kelly.baldwin@freedom55financial.com,(250) 763-2214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4459.0
500G000000IZ8BJIA1,False,,00004450,003G0000018f7LTIAY,001G000000urMtfIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,"mise en place d'un RVER, info",High,,True,2014-02-24T17:27:59.000+0000,False,False,005G0000002hp7hIAA,2014-01-16T21:12:19.000+0000,005G0000002hp7hIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(418)549-7747X17325,(418) 817-5355,ftchernoff@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4459.0
500G000000IZ9F7IAL,False,,00004451,003G0000018f7ATIAY,001G000000urMtiIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,"RMT, F, upgradeable",Medium,"Talked about income, gross-up and upgrades.",True,2014-01-16T22:28:08.000+0000,False,False,005G0000002gyDWIAY,2014-01-16T22:28:00.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(236)420-1887,(250) 317-1965,gary@encompasssolutions.ca,(236)420-1987,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4459.0
500G000000IZDCiIAP,False,,00004452,003G000001Ns298IAB,001G0000011aHBUIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Seg fund inquiry,Medium,Audrey required some info on our seg fund policies,True,2014-01-17T13:42:19.000+0000,False,False,005G0000002gxzdIAA,2014-01-17T13:41:46.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)970-3026X5,(514) 963-1426,audrey.thorn-gregoire@finanthropie.ca,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4458.0
500G000000IZHtIIAX,False,,00004453,003G0000018f7HUIAY,001G000000urMrDIAU,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Heather -- Above $1M,Medium,"Heather--the new advisor from Tommy Feng's team, has a personal client, has $1-2 M to invest for a short period of time, possibly 3-6 m. Advisor needs help for recommending the investment product. Based on the investment time length, I recommended GIO. Heather will book an client appointment.
-------------------------------------------------------------------------------
Provided the GIO info from LL. Advisor will go ahead to make appt. with the client.",True,2014-03-30T14:38:34.000+0000,False,False,005G0000002gyCuIAI,2014-01-17T18:39:08.000+0000,005G0000002gyCuIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(416) 789-4527,,junwei.feng@freedom55financial.com,,,,,,,,,,,CIBC,Other,,,0.0,,,0.0,False,CIBC,,,,,005G0000002gyCuIAI,,,,,,Quotation,0.0,0.0,0.0,,False,4458.0
500G000000IZJmCIAX,False,,00004454,003G0000018f6XXIAY,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Demande d'avis concernant une OPR sur vieille police,Medium,"Question posée au HO, on attend la réponse, je veux savoir pour mes connaissances personnelle.",True,2014-02-04T21:17:07.000+0000,False,False,005G0000002gy1SIAQ,2014-01-17T20:15:43.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)492-5688,(514) 582-0960,antonio@landrymusi.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4458.0
500G000000IZJppIAH,False,,00004455,003G0000018f6udIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA funded for 4 adult children by parents,High,"Sylvia concerned this would be taxable or problematic if the parent provides the capital for their 4 adult children.  NO, this is permitted and no attribution back to the parents.    No special reporting required",True,2014-01-17T20:20:08.000+0000,False,False,005G0000002gy7yIAA,2014-01-17T20:20:02.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,905-276-1177,(647) 773-2799,silvia.barajas@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4458.0
500G000000IZK2FIAX,False,,00004456,003G0000018f6fRIAQ,001G000000urMqqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Provide Jason a List of all RRSP clients,Medium,"Can’t ensure the list is complete, as I have to run it several times
	QGOF client held RRSP
	QGOF self directed RRSP
	London Life client held RRSP (London Life doesn’t have a self directed plan type for segs)
	QGOF client held Spousal RRSP
	QGOF self directed Spousal RRSP

For Freedom Fund RRSP you need to contact  Bonnie Stainton at IRIS",True,2014-01-17T20:34:56.000+0000,False,False,005G0000002gy7yIAA,2014-01-17T20:31:33.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)637-3636,(647) 330-3404,jgilmour@eagleridgefsl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4458.0
500G000000IZK9fIAH,False,,00004457,003G0000018f7hSIAQ,001G000000urN8zIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Assurance vie croissante 30013928,Medium,Le propriétaire de cette police envisage augmenter le montant de sa prime pour lui permettre d’autofinancer la police.,True,2014-11-30T01:29:37.000+0000,False,False,005G0000002gy1UIAQ,2014-01-17T20:37:41.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450) 583-6208,(514) 918-9127,gauthier.nadia@sfnadal.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4458.0
500G000000IZKHeIAP,False,,00004458,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Discussed OPR rider,Medium,discussed features and characteresitics of riders and especially the OPR .,True,2014-05-30T17:56:59.000+0000,False,False,005G0000002iOMUIA2,2014-01-17T20:46:23.000+0000,005G0000002iOMUIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,,,,Concept,0.0,0.0,0.0,,False,4458.0
500G000000IZKIxIAP,False,,00004459,003G0000018f77qIAA,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Guaranteed cash value,Low,william had questions about how guranteed cash value works inside par products. His questions were answered,True,2014-05-30T17:58:06.000+0000,False,False,005G0000002iOMUIA2,2014-01-17T20:48:15.000+0000,005G0000002iOMUIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)502-3440,(514) 502-3440,wmiller@millerfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,,,,Analysis Document,0.0,0.0,0.0,,False,4458.0
500G000000IZKSJIA5,False,,00004460,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Fixed Income Attribute inquiry,Medium,He requires the fixed income attributes for the LL and Quadrus NA High Yield Bond fund.,True,2014-01-20T17:00:27.000+0000,False,False,005G0000002gxzdIAA,2014-01-17T21:01:23.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4458.0
500G000000IZKhNIAX,False,,00004461,003G0000018f71vIAA,001G000000urMvSIAU,,,,,,DI,012G00000012AYVIA2,In Progress,End Client Question,Email,,End Client Question,Low,DI question about in force policy that lapsed,False,,False,False,005G0000002gy9KIAQ,2014-01-17T21:14:57.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)783-1777,,ryan@donvito-oneill-gagne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4458.0
500G000000IZKkqIAH,False,,00004462,003G0000018f6m6IAA,001G000000urMoLIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,In Person,,R&J Bird - Change of Investment Strategy/Portfolio,Medium,Shelly has asked  me to recommend a new portfolio strategy for registered and non-registered funds of R & J Bird.,False,,False,False,005G0000002hp7wIAA,2014-01-17T21:18:56.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403)261-4690,,shelly.vold@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Analysis Document,2.0,0.0,0.0,,False,4458.0
500G000000IZKpgIAH,False,,00004463,003G0000018f6m6IAA,001G000000urMoLIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Portfolio Review,Medium,Shelly has asked me to conduct a portfolio analysis for Ms. Sparks and to provide any recommendations for tax efficiency.,False,,False,False,005G0000002hp7wIAA,2014-01-17T21:25:16.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403)261-4690,,shelly.vold@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4458.0
500G000000IZKxkIAH,False,,00004464,003G0000018f7CuIAI,001G000000urMoGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Portfolio Adjustment,Medium,Mike is seeking assistance with a client's portfolio regarding registered and non-registered assets.,False,,False,False,005G0000002hp7wIAA,2014-01-17T21:34:41.000+0000,005G0000002hp7wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403)521-6370,(403) 680-7300,mike@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,,3.0,0.0,0.0,,False,4458.0
500G000000IZLOWIA5,False,,00004465,003G0000018f70kIAA,001G000000urMtjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Bankruptcy and underwriting risk with life insurance,Medium,,True,2014-01-17T22:09:15.000+0000,False,False,005G0000002gyDWIAY,2014-01-17T22:09:15.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250)763-1114X4304,(778) 821-1119,dylan@clearworthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4458.0
500G000000IZaRGIA1,False,,00004468,003G0000018f6U5IAI,001G000000urMvZIAU,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Exception request: Giuseppe Biasone Plan Number V104247693 policy number P2103589-0 id9493666520 R760,High,"***** Exception GRANTED *****

Thank you very much, Reed!  That’s great news!

Celine, will you send the withdrawal form to Reed’s attention?

Thanks,
Steve




From: Lafferty, Reed 
Sent: Tuesday, January 21, 2014 1:36 PM
To: Campanelli, Stephen
Cc: Foster, John F.; 'celine@mcauleyfinancial.com'; 'Jack McAuley'
Subject: RE: Exception request: Giuseppe Biasone Plan Number V104247693 policy number P2103589-0 id9493666520 R7600

Hi,

A one-time exception has been approved to have this redemption backdated and processed with no fees charged. Please have a request for withdrawal form completed and dated on or prior to December 28, 2013. Once this has been completed please forward this to my attention to be processed.

Thank you,

Reed Lafferty
Client Service Specialist
Individual Savings, Wealth Management
London Life
T-424 (5b)
Phone:519-435-6875
Fax:1-855-463-0033

--------------------------
Also, Reed, I have attached two additional comments below that I just received from Jack.

Please review these as well.

It is our understanding about the GIO that was issued in 2012 that ….. There is a rider that is attached to the policy that  indicates that no additional premiums can be added and the terms available under the Guarantee Interest Option will be limited (renewal is not automatic for the same term as the original plan) as part of the exception.  London Life requires the initials of Mr. Biasone for the exception so that he is aware of the terms

Thanks,
Steve

--------

From: Jack McAuley [mailto:jack@mcauleyfinancial.com] 
Sent: Monday, January 20, 2014 9:54 AM
To: Campanelli, Stephen
Subject: FW: Biasone GIC P2103589-0

Hi Steve,
 
We did not receive any notice of renewal in fact we were informed there would be no possibility of renewal. I mistakenly was viewing the ""maturity"" of Jan 24 as the renewal date. I  sent additional emails to son Peter telling him that I would try to get LL to provide an exception to renew but if they didn't Standard Life would take the business. This is a huge misunderstanding as we were told completely that a renewal would not occur based on age and here we are!  Thanks.
 
Jack McAuley CFP CLU CH.F.C.
McAuley Financial Services
FundEX Investments Inc.
202-535 Legget Dr Ottawa ON K2K 3B8
T: (613) 591-3900 F: (613) 591-5543 
 www.mcauleyfinancial.com  2011 AWARD WINNER 
                                          2012 AWARD WINNER KANATA CHAMBER OF COMMERCE PROFESSIONAL SERVICES BUSINESS OF THE YEAR
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 

________________________________________
From: Kim Ridpath [mailto:kim@mcauleyfinancial.com] 
Sent: Tuesday, June 05, 2012 3:04 PM
To: 'Jack McAuley'
Subject: Biasone GIC P2103589-0
Jack, we have received the confirmations from London Life.  They agreed to the exception we requested  to issue this contract for 19 months as Mr. Biasone is over the age of 90. As you are aware they would not normally issue a GIC for anyone who is 90 or older.  There is a rider that is attached to the policy that  indicates that no additional premiums can be added and the terms available under the Guarantee Interest Option will be limited (renewal is not automatic for the same term as the original plan) as part of the exception.  London Life requires the initials of Mr. Biasone for the exception so that he is aware of the terms.  I have this document available for you.
 
In review of the confirmation, the GIC rate in force the day the application was completed was 1.350% which would be in effect.  As there was a change in rates that occurred from the time we initially obtained their rates and the time the application was completed, I wanted to bring this to your attention. 
 
Please let me know how you wish to proceed.  
 
Kim Ridpath, ACS, AIAA, FLMI
McAuley Financial Services/FundEX Investments Inc.
202-535 Legget Dr Ottawa ON  K2K 3B8
Tel: 613-591-3900 X225 Fax: 613-591-5543
Kim@McAuleyFinancial.com
www.mcauleyfinancial.com
 
----------------------

From: Campanelli, Stephen 
Sent: Monday, January 20, 2014 8:47 AM
To: Lafferty, Reed
Cc: Foster, John F.; 'celine@mcauleyfinancial.com'; 'Jack McAuley'
Subject: Exception request: Giuseppe Biasone Plan Number V104247693 policy number P2103589-0 id9493666520 R7600

Hi Reed,

Thanks for your assistance this morning. Further to our conversation about the below GIO, we’ve determined that the GIO was a nineteen month GIO that matured in December, 2013 and renewed for another nineteen months. A renewal notice was sent November 23rd but no instructions were received so the GIO automatically renewed. Typically, a GIO can be “undone” if the request is received within ten days of renewing.

I am asking for an exception to this rule on behalf of Jack McAuley, a very valued WEPG advisor with London Life.

The client is over 90 years of age and we are trying to make this as seamless and reasonable as possible for him. The client simply needs some of his money (19k) and wants to reinvest $200,000. December is a busy time of year for many people and considering the age of the client, it is difficult to process his affairs within certain time constraints.

An exception to be able to undo the renewal in December and reinvest 200k would be very appreciated.

Thank you for your consideration.


Stephen Campanelli, PFP
Sales Consultant, Wealth Management

London Life l Quadrus Investment Services Ltd. 
1223 Michael Street, Suite 300
Ottawa, ON  K1J 7T2
Office: 613-748-3455 ext 161
Mobile: 613-793-6389
Fax: 613-748-0231
stephen.campanelli@londonlife.com
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus




From: Jack McAuley [mailto:jack@mcauleyfinancial.com] 
Sent: Friday, January 17, 2014 9:26 AM
To: 'Celine Charbonneau'
Cc: Campanelli, Stephen
Subject: RE: Giuseppe Biasone Plan Number V104247693 policy number P2103589-0 id9493666520 R7600

Hi Celine,
 
Pls speak to HO. What we want to do is take some cash at maturity and reinvest $200K.  We are in now way breaking the contract.
We can easily do this business with Standard Life under the terms the client has requested but we simply wanted to leave it with London Life. This man needs a little cash to pay for his LTC facility. Why should be pay any penalty at maturity. Perhaps Steve can guide us or perhaps there has been a misunderstanding. Thanks.
 
Jack McAuley CFP CLU CH.F.C.
McAuley Financial Services
FundEX Investments Inc.
202-535 Legget Dr Ottawa ON K2K 3B8
T: (613) 591-3900 F: (613) 591-5543 
 www.mcauleyfinancial.com  2011 AWARD WINNER 
                                          2012 AWARD WINNER KANATA CHAMBER OF COMMERCE PROFESSIONAL SERVICES BUSINESS OF THE YEAR
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 

________________________________________
From: Celine Charbonneau [mailto:celine@mcauleyfinancial.com] 
Sent: Friday, January 17, 2014 9:17 AM
To: 'Jack McAuley'
Subject: FW: Giuseppe Biasone Plan Number V104247693 policy number P2103589-0 id9493666520 R7600
Hi Jack,
 
If you read below, there is a fee in redeeming funds in the GIO.
 
According to Kim and Reed Lafferty at London Life, there is no exception in covering the cost of $478 withdrawal fee for redeeming $19K from the GIO and to leave $200K invested.
 
Would you like to discuss with the client or would you prefer to speak to Steve Campanelli... according to Kim's email below.
 
Thanks,
Celine

________________________________________
From: Kim Ridpath [mailto:kim@mcauleyfinancial.com] 
Sent: Thursday, January 16, 2014 8:11 PM
To: 'Celine Charbonneau'
Subject: RE: Giuseppe Biasone Plan Number V104247693 policy number P2103589-0 id9493666520 R7600
As far as I know, there is no way around the fees being charged in this case.....and clearly they have indicated that no exception would be made.  The only suggestion I might have is for Jack to speak with Steve Campanelli to see if he has any suggestions to pursue this further.
 
Kim Ridpath, ACS, AIAA, FLMI
McAuley Financial Services/FundEX Investments Inc.
202-535 Legget Dr Ottawa ON  K2K 3B8
Tel: 613-591-3900 X250  Fax: 613-591-5543
Kim@McAuleyFinancial.com
www.mcauleyfinancial.com
 
 
The contents of this communication, including any attachment(s), are confidential and  may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of its contents.  Thank you.  Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 

________________________________________
From: Celine Charbonneau [mailto:celine@mcauleyfinancial.com] 
Sent: Thursday, January 16, 2014 2:49 PM
To: 'Kim Ridpath'
Subject: FW: Giuseppe Biasone Plan Number V104247693 policy number P2103589-0 id9493666520 R7600
Hi Kim,
 
I thought I would ask you first before I speak to Jack...
 
Would you know if there is any way we can waive the fee of $478 for a special redemption of $19,781.43 and leave $200k in the GIO.  The client is over the age of 91. 
 
Thanks,
Celine
________________________________________
From: Lafferty, Reed [mailto:Reed.Lafferty@londonlife.com] 
Sent: Thursday, January 16, 2014 2:27 PM
To: Celine Charbonneau
Subject: RE: Giuseppe Biasone Plan Number V104247693 policy number P2103589-0 id9493666520 R7600
Hi Celine,

If the client would like to leave only $200,000.00 in this policy they would be charged approximately $478.00 in withdrawal fees to redeem $19,781.43. We would not be willing to cover these MVA fees for this client. The advisor could cover these fees for the client, or the client would be subject to these MVA fees if they would like to withdrawal this money.

Thank you,

Reed Lafferty
Client Service Specialist
Individual Savings, Wealth Management
London Life
T-424 (5b)
Phone:519-435-6875
Fax:1-855-463-0033
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Stainton, Bonnie 
Sent: Wednesday, January 15, 2014 2:06 PM
To: Lafferty, Reed
Cc: 'Celine Charbonneau'
Subject: RE: Giuseppe Biasone Plan Number V104247693 policy number P2103589-0 id9493666520 R7600

Hello Reed,

Please review and advise Celine regarding this request for an exception. 

Hello Celine,

Reed, will get back to you, however please note that this may take some additional time. 


Bonnie Stainton for Lisa Knight 
SR Advisor Service Representative (ASR)
London Life Individual Savings, Wealth Management 
London T424  5B
Toll free 1-888-532-3322 x 4128
WEPG toll free- 1-855-511-2234
Fax - 1-855-463-0033
Email - Bonnie.Stainton@Londonlife.com

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of its or its contents.  Thank you.  Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 






From: Celine Charbonneau [mailto:celine@mcauleyfinancial.com] 
Sent: Wednesday, January 15, 2014 9:57 AM
To: Knight, Lisa
Subject: Giuseppe Biasone Plan Number V104247693 policy number P2103589-0

Hi Lisa,
 
Since I am not familiar with this case, I believe Giuseppe Biasone Plan Number V104247693 policy number P2103589-0 was granted an exception for a GIO renewal in 2012. The client is requesting to cash out $19773.06 to leave $200K in the GIO. Can we allow this for the client with no fee?
 
Please let me know.
 
Thanks,
Celine 
 
 
Céline Charbonneau
Marketing Assistant
McAuley Financial Services
FundEX Investments Inc.
202 - 535 Legget Dr.
Ottawa, ON  K2K 3B8
T:  613-591-3900
Fax: 613-591-5543
E: celine@mcauleyfinancial.com
Website:   www.mcauleyfinancial.com
 
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Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être priviligié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expediteur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le transmettre ou en enregistrer le contenu. Merci. A noter: Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune reponsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.",True,2014-01-21T18:46:12.000+0000,False,False,005G0000002gxyDIAQ,2014-01-20T15:53:57.000+0000,005G0000002gxyDIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(613)591-3900X223,(613) 266-6123,jack@mcauleyfinancial.com,,,,,,,,,,,n/a ... Standard Life is fall back to advisor,Other,,,0.0,,,0.0,False,n/a ... Standard Life is fall back to advisor,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZaRjIAL,False,,00004466,003G0000018f7PGIAY,001G000000urN9hIAE,,,,,,CI,012G00000012AYVIA2,In Progress,Product Question,In Person,,Produits forestiers direct,Medium,"AMG en APS. Doit être défait, vente de la compagnie. Le client désire faire payer la prime par un nouvel employeur via sa compagnie de gestion dans un but de facturation...",False,,False,False,005G0000002gy8EIAQ,2014-01-20T15:48:29.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 773-0461,(514) 773-0461,daniel.lanthier@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8EIAQ,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZaSXIA1,False,,00004467,003G0000018f7PGIAY,001G000000urN9hIAE,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,In Person,,Produits forestiers direct,Medium,AMGAI en APSla prime par un nouvel employeur via sa compagnie de gestion dans un but de facturation...,False,,False,False,005G0000002gy8EIAQ,2014-01-20T15:49:30.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 773-0461,(514) 773-0461,daniel.lanthier@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8EIAQ,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZccbIAD,False,,00004469,003G0000018f6vAIAQ,001G000000urMoeIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Industrial Evolution Corp. (Amendment),Medium,"Add Vision Care $300/24 months for adult/child to policy effective February 1, 2014

Additional monthly premium $392.46",True,2014-01-20T17:29:18.000+0000,False,False,005G0000002gy37IAA,2014-01-20T17:29:11.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)702-5802X227,,blaine@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZdYsIAL,False,,00004470,0030A0000029iCDQAY,001G000000vkpU4IAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Binder Cheque,High,Dan called to inquire about the binder chq which he says was returned because the client changed the start date.  He needs to know if he needs to get another chq.,True,2014-04-21T14:54:51.000+0000,False,False,005G0000002gy7UIAQ,2014-01-20T18:18:29.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(902)564-6644,,dancmacneil@gmail.com,,,,,,,,,,,,,,,0.0,,001G000001C3EN8IAN,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZdfJIAT,False,,00004471,003G0000018f7AZIAY,0015o000008CyewAAC,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Norima Consulting GICI,Medium,"Blair needs to approach client regarding changes to their GICI that was set up. He is recommending they proceed with contracts as is, just have the corp paid premium taxable to insured/ee.",True,2014-01-20T18:24:08.000+0000,False,False,005G0000002gyDJIAY,2014-01-20T18:23:45.000+0000,005G0000002gyDJIAY,2024-01-19T16:05:10.000+0000,0055o0000019VX9AAM,2024-01-19T16:05:11.000+0000,(204)272-0840,(204) 299-6600,blair@eatonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Concept,0.0,0.0,0.0,,False,4455.0
500G000000IZe2pIAD,False,,00004472,003G0000018f79HIAQ,001G000000urMtTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Dette sur police: cotations sur 2 scénarios,Medium,Policy change?,True,2014-01-20T18:36:27.000+0000,False,False,005G0000002gyBkIAI,2014-01-20T18:36:15.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(819)333-6721,,andre.belzil@prosphere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZei9IAD,False,,00004473,003G0000018f6odIAA,001G000000urMrUIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,Phone,,Re-balancing Seg Portfolio,Medium,". Need a portfolio designed for a client 62 yrs old, going to retire within 5 years. Currently they are invested in a conservative portfolio with London (they have other cash outside which we are trying to attract). They are not thrilled with the lower rate of return this past year approximately 3 percent.

Can you design a more moderate-balanced plan with a more consistent and positive track record for growth.  Can we look at the Investment policy statement as well for these client.",False,,False,False,005G0000002gxxoIAA,2014-01-20T19:10:55.000+0000,005G0000002gxxoIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)721-8520,(905) 424-3237,rich@suchanwealthmgmt.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxoIAA,,,701G0000000ar0CIAQ,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZfPEIA1,False,,00004476,003G0000018f6iRIAQ,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Withdrawal and partial withdrawal on a PAR,Medium,,True,2014-01-20T20:26:02.000+0000,False,False,005G0000002gyBkIAI,2014-01-20T20:25:55.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(438)992-9525,(438) 992-9525,quangtuan.nguyen@qtninsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZfRYIA1,False,,00004474,003G0000018f7QjIAI,001G000000urMy1IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Elkhorn Resources NEM Increase,Medium,,False,,False,False,005G0000002gy0XIAQ,2014-01-20T20:02:55.000+0000,005G0000002gy1MIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403)750-2119,(403) 890-8884,jon.copple@wisenterprise.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0XIAQ,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZfSMIA1,False,,00004475,003G000001B4D5hIAF,001G000000vlESPIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,"Burton Custom Applicators - Change Drugs, Add CI, Add Costco",Medium,,False,,False,False,005G0000002gy0XIAQ,2014-01-20T20:03:57.000+0000,005G0000002gy1MIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403) 362-7879,(403) 793-3039,terry@legacyiandb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0XIAQ,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZgVuIAL,False,,00004477,003G000001F3LpWIAV,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Regal Building Materials Ltd. (Amendment),Medium,"Effective February 1, 2014 increased the NEM for Long-Term Disability from 4,400 to 4,700

Additional monthly premium $26.08",True,2014-01-20T21:15:09.000+0000,False,False,005G0000002gy37IAA,2014-01-20T21:15:05.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 449-3003,,thomasedolan@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZhPxIAL,False,,00004478,003G0000018f6XcIAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Alquinn Homes Ltd. (Amendment),Medium,"Effective February 1, 2014 increase the NEM:

Life Insurance from  90,000 to 100,000
Critical Illness from 1,275 to 3,300
Long Term Disability from 20,000 to 25,000

Additional monthly premium $472.56",True,2014-01-20T22:21:55.000+0000,False,False,005G0000002gy37IAA,2014-01-20T22:21:50.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)428-8585,(780) 970-1984,john@csfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZhpwIAD,False,,00004479,003G0000018f7TCIAY,0015o000008Cyz3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Gem-Grant Maintenance Ltd. (Amendment),Medium,"Add dependent life $10,000 from Life Birth 

Additional monthly premium $37.05",True,2014-01-20T22:46:59.000+0000,False,False,005G0000002gy37IAA,2014-01-20T22:46:53.000+0000,005G0000002gy3WIAQ,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780) 465-5201,,wayne@fdgteam.com,(780) 469-6089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZhyAIAT,False,,00004480,003G0000018f7zuIAA,001G000000urNBUIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Locked-In RRSP and Home Buyers Plan,Medium,We are trying to figure out if a Locked-in RRSP can be accessed for the Home Buyers Plan. The policy number is 6005967-6 and the client’s last name is Lazaravich. This is an Alberta plan,True,2014-01-20T23:10:42.000+0000,False,False,005G0000002gy4kIAA,2014-01-20T22:56:45.000+0000,005G0000002gy4kIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519)661-7555,(519) 661-7555,garrettclu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,1.0,0.0,0.0,,False,4455.0
500G000000IZi5eIAD,False,,00004481,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Braden Equities Inc. (Amendment),Medium,"Effective February 1, 2014 increase the LTD NEM from 3,200 to 3,400

Additional monthly premium $8.16",True,2014-01-20T23:07:59.000+0000,False,False,005G0000002gy37IAA,2014-01-20T23:07:53.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZiOMIA1,False,,00004482,0030A0000023zAUQAY,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Leder Steel Ltd. (Amendment),Medium,"Effective January 1, 2014 please add CONTACT EAP to this policy

Additional monthly premium $225",True,2014-01-20T23:44:43.000+0000,False,False,005G0000002gy37IAA,2014-01-20T23:44:37.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 429-9228,,kristin@vanta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4455.0
500G000000IZlTlIAL,False,,00004483,003G0000018f7jUIAQ,001G000000urMzWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Fred Roberts - Robco Accounting,Medium,"Fred Roberts Sr. had stroke while vacationing in Florida.  Dave wanted to know if there would be any issues if Fred Roberts decided to finish his vacation until next week, and there was another stroke, would he have coverage.  I have told him ""no"" that our OCC is for any unforseen emergency and not for any reoccurance or on going treatment.  I also advised him to call OCC directly and speak with that department.",True,2014-04-21T14:55:22.000+0000,False,False,005G0000002gy7UIAQ,2014-01-21T12:49:47.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(902)221-7201,(902) 221-7201,dave@dhrobertsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4454.0
500G000000IZnWPIA1,False,,00004484,003G000001Q1Sv0IAF,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,09f,Low,"en baisse, pas capable de télécharger.  Doit ajouter un dépôt occasionnelle et une fois trouver le bon montant pour passer à prime uniforme.",True,2014-01-21T15:21:41.000+0000,False,False,005G0000002gxzjIAA,2014-01-21T15:21:18.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(819) 346-5224 x 266,,constance.bedard@freedom55financial.com,(819) 346-5720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4454.0
500G000000IZpuuIAD,False,,00004486,003G0000018f7X5IAI,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Gillem,Medium,"Mary is looking after this group life conversio for us, she'll send also a new application for insurance

male, 55, NS, 192,000 to convert from Dofasco",True,2014-01-23T19:38:06.000+0000,False,False,005G0000002gy2jIAA,2014-01-21T17:22:33.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905) 523-4593,,agro.recyc@cogeco.net,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4454.0
500G000000IZq4VIAT,False,,00004487,003G0000018f7IsIAI,001G000000urMqpIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,John has several complaints concerning ASR knowledge and other hurdles to his business,High,"> Becky at QISL not very quick to reply and not up to par on her skill set

> Needless and time wasting compliance hurdles (dates, wrong emails, suitability due to not all transfers being deposited on same day

> Is there a threshold to get on the assigned Manager support level in terms of ASR support

> Is there a HNW contact for all his accounts regardless of F,H,L,N or PS1 and PS2?",True,2014-01-24T20:54:16.000+0000,False,False,005G0000002gy7yIAA,2014-01-21T17:30:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)363-5800X150,,john@maia.team,(905)363-7771,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4454.0
500G000000IZqz8IAD,False,,00004489,0030A0000029mRtQAI,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Fund information,Medium,Fran required information on some of our LL funds,True,2014-01-21T18:15:58.000+0000,False,False,005G0000002gxzdIAA,2014-01-21T18:15:38.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)331-5838X269,,fran.hepworth@londonlife.com,(514)331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4454.0
500G000000IZr0YIAT,False,,00004488,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Portfolio Suggestion,Medium,Sophie needed some portfolio suggestions for her client case,True,2014-01-21T18:14:06.000+0000,False,False,005G0000002gxzdIAA,2014-01-21T18:13:12.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4454.0
500G000000IZr5JIAT,False,,00004490,003G0000018f6ynIAA,001G000000urMsJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,RRSP tool,Medium,Needed a tool that would illustrate different RRSP contribution scenarios.,True,2014-01-21T18:18:23.000+0000,False,False,005G0000002gxzdIAA,2014-01-21T18:17:42.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)931-4242,(514) 803-6826,vicky@zhangwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4454.0
500G000000IZrRZIA1,False,,00004491,003G0000018f7R2IAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Group Life Conversion - Hutson,Medium,"we sent a group life conversion lead to Bruce, he'll look after

male 65, NS, $144,000 to convert",True,2017-03-06T21:13:39.000+0000,False,False,005G0000002gy2jIAA,2014-01-21T18:32:21.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519) 442-9276,,wis@rogers.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4454.0
500G000000IZrkcIAD,False,,00004492,003G0000018f7SrIAI,001G000000urMy7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Dhillon Dhesi Professional Corporation (Amendment),Medium,"Effective January 1, 2014:
Tranfer of ownership
Change name to ""Shazia Butt Professional Corp""
Divison 1 name should be: Discover Dental
PA and address change as per Master Application
Change in banking information (PAD and VOID cheque attached)
New Group Net pages
Change waiting period to 6 months for all benefits",True,2014-01-21T18:46:21.000+0000,False,False,005G0000002gy3WIAQ,2014-01-21T18:46:16.000+0000,005G0000002gy3WIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403) 560-8879,,jk.wong@3web.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3WIAQ,,,,,,,0.0,0.0,0.0,,False,4454.0
500G000000IZt4bIAD,False,,00004493,003G0000018f7g4IAA,001G000000urN85IAE,,,,,,Selectpac,012G00000012AYUIA2,More Information Required,Product Question,Email,,carte différée 50/30,,"demande à Tara de remettre la carte 50/30 car elle avait été présenté comme cela.   

Tara agreed exceptionnellement

avisé Christine",False,,False,False,005G0000002gyF3IAI,2014-01-21T20:03:24.000+0000,005G0000002gyF3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,,(514) 814-7630,louis@lasuitelogique.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyF3IAI,,,,,,,0.0,0.0,0.0,,False,4454.0
500G000000IZtN1IAL,False,,00004494,003G0000018f7TEIAY,001G000000urMxiIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,tank Gauging 256845 added drug card eff Feb 1 14,Medium,,True,2014-01-21T20:20:10.000+0000,False,False,005G0000002gy37IAA,2014-01-21T20:19:59.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)428-5321,(780) 991-7737,ian@umbriafinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4454.0
500G000000IZuPjIAL,False,,00004495,003G0000018f7SoIAI,001G000000urMxXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,264857 - Econofast Shipping Systems Inc. (INC VC to $300),Medium,,True,2014-01-21T21:25:02.000+0000,False,False,005G0000002gy3HIAQ,2014-01-21T21:24:52.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 490-5945,(780) 993-3822,earlshindruk@optimaxbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4454.0
500G000000IZuzhIAD,False,,00004496,003G0000018f6hfIAA,001G000000urMqeIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Franks 1st time to RRIF - how do I do this?,Medium,Explained the process for 15 minutes followed up by an email with RRIF app & RRIF minimum withdrawal schedule.   EE leaving a Group RRSP with SunLife where Frank is AOR,True,2014-01-21T22:03:30.000+0000,False,False,005G0000002gy7yIAA,2014-01-21T22:03:19.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(888) 577-9537,(519) 217-2170,fhanlon@nomorerenewals.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4454.0
500G000000IZvNjIAL,False,,00004497,003G0000018f82YIAQ,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,NR Motors - Renewal Feb 1,High,"High usage in year 1 and higher than normal ""incurred' losses have lead to a 30% increase in rates ... We need to reduce this cost ... Adjusted plan to reduce costs and saved case ....",True,2014-04-23T17:54:08.000+0000,False,False,005G0000002gyE0IAI,2014-01-21T22:38:25.000+0000,005G0000002gyE0IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,Marketing Piece;Quotation;Analysis Document,0.0,0.0,0.0,,False,4454.0
500G000000JaxiVIAR,False,,00004498,003G0000018f6frIAA,001G000000urMqQIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,"26,000 application written, RPU illustration used for sale",High,Client paying with corporate dollars as recommended by accountant until final sale of one of his companies,True,2014-01-22T15:35:02.000+0000,False,False,005G0000002gy7KIAQ,2014-01-22T15:34:32.000+0000,005G0000002gy7KIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)641-0438,(905) 641-0438,auby@afenig.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7KIAQ,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4453.0
500G000000Jb3VOIAZ,False,,00004499,0030A0000029XsyQAE,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Estate Administration - Lau,Low,"Client's mother, father then grandmother all died in last six months leaving behind 10 corporations owning 3 restaurants and rental real estate.
Information provided on estate administration.",True,2014-01-22T20:53:24.000+0000,False,False,005G0000002heHMIAY,2014-01-22T20:53:06.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)340-2189,,wei.chew@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4453.0
500G000000Jb3X0IAJ,False,,00004500,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Estate Planning - Wieler,Low,Estate freeze with family trust discussed.,True,2014-01-22T20:54:42.000+0000,False,False,005G0000002heHMIAY,2014-01-22T20:54:35.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4453.0
500G000000Jb4DmIAJ,False,,00004501,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,249487 - Mediaco The Presentation Company (Name Change),Medium,"Change Co. Name to Mediaco AV Inc.
New EFT submitted",True,2014-01-22T21:29:28.000+0000,False,False,005G0000002gy3HIAQ,2014-01-22T21:28:24.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4453.0
500G000000JbDFzIAN,False,,00004502,003G0000018f7kCIAQ,001G000000urMzqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Sheehy Enterprises,Medium,"Ben Sheehy's salary was wrong on our system - has been corrected.

Susan Tanner no on plan - Marie is looking into this.",True,2014-04-21T14:55:48.000+0000,False,False,005G0000002gy7UIAQ,2014-01-23T15:54:22.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(902) 446-3900,(902) 880-1044,daviddraper@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4452.0
500G000000JbEOAIA3,False,,00004503,003G0000018f7nIIAQ,001G000000urMx3IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Estate Planning - Stringer,Low,"Advisor Ross Sexsmith provided client documents, but was largely unprepared for our telephone consultation.  He seemed to be looking for me to do  his work for him.

Factually, there does not appear to be any large case insurance opportunity as both clients are divorced and likely need their financial assets and cash flow to fund their retirements.",True,2014-01-23T17:03:48.000+0000,False,False,005G0000002heHMIAY,2014-01-23T17:03:39.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250)785-0309,(250) 262-7106,ross@sexsmithfinancial.com,(250)785-8119,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4452.0
500G000000JbF2UIAV,False,,00004504,003G0000018f81XIAQ,001G000000urMzSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,R & B Entertainment - 280989,Medium,"As per voicemail, Lowell is looking for amendment options for his client.  He reference an 80% drug plan.",True,2014-01-23T19:53:06.000+0000,False,False,005G0000002gyBCIAY,2014-01-23T17:38:58.000+0000,005G0000002gyBCIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(902) 564-1277,,lowell@brydeninsurance.com,(902) 564-1277,,,,,,,,,,Desjardins,Desjardins,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,3.0,0.0,0.0,,False,4452.0
500G000000JbIyxIAF,False,,00004505,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,284265 Charette Pell inc ltd nem - no add prem,Medium,,True,2014-01-23T21:30:53.000+0000,False,False,005G0000002gy37IAA,2014-01-23T21:30:43.000+0000,005G0000002gy2tIAA,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4452.0
500G000000JbQJeIAN,False,,00004506,003G0000018f6rIIAQ,001G000000urMtfIAE,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Product Question,Medium,,True,2014-01-24T14:24:57.000+0000,False,False,005G0000002hp7hIAA,2014-01-24T14:24:57.000+0000,005G0000002hp7hIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(418)549-7747,(418) 482-3296,migirard@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbS3ZIAV,False,,00004507,003G0000018f7fuIAA,001G000000urN8tIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Policy 40055554,Medium,Client is turning 65. He is still working so he wants to extend coverage. What is the new premium ?,True,2014-11-30T01:27:50.000+0000,False,False,005G0000002gy1UIAQ,2014-01-24T16:38:25.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 631-1170,(514) 349-0365,geno.sklivas@bellnet.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbSG4IAN,False,,00004508,003G000001Ik57qIAB,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,20 pay ul,Low,Helped advisor to resolve issue illustrating COI without growth.,True,2014-01-24T16:52:23.000+0000,False,False,005G0000002gy5ZIAQ,2014-01-24T16:52:23.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604)438-1232,,chinheng.choo@pointonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbSHMIA3,False,,00004509,003G000001GJMBwIAP,001G000000urMnzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Underwriting Inquiry,Low,Advisor wanted to know whether or not HIV client was insurability.,True,2014-01-24T16:53:49.000+0000,False,False,005G0000002gy5ZIAQ,2014-01-24T16:53:49.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,604-438-1232,,leonard.kiing@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbTO4IAN,False,,00004510,0030A0000029YAfQAM,001G000000wjNqYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,287614 Ziola Newstudio - co name change,Medium,,True,2014-01-24T18:03:39.000+0000,False,False,005G0000002gy3gIAA,2014-01-24T18:03:32.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250)372-2955,,urs.bruhin@investorsgroup.com,(250)372-2938,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbUb0IAF,False,,00004511,0030A0000029XjdQAE,001G000000vlFxcIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,235930 Progressive Home Warranty inc ltd nem $17.28/add prem,Medium,,True,2014-01-24T19:32:34.000+0000,False,False,005G0000002gy37IAA,2014-01-24T19:32:26.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)940-5178,,pslocombe@insightwealth.ca,(780)460-1210,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbUmRIAV,False,,00004512,003G0000018f6YpIAI,001G000000urMscIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Info sur comment payer sa police DI via un fond London Life.,Medium,,True,2014-01-24T19:34:20.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T19:34:01.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)990-1493,(514) 891-1493,beaudoin.p@videotron.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbUoDIAV,False,,00004513,003G0000018f6qPIAQ,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Fumeur à Non fumeur,Medium,Un nouveau dans l'équipe de david (mario Hanna) veux comprendre le remboursement effectué lors du passage de fumeur à NF sur une PAR.,True,2014-01-24T19:35:56.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T19:35:50.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,450-687-3971(450) 687-3971 X 390,(514) 371-8179,david.beaudoin@financiereliberte55.com,(450) 687-7883,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbUpfIAF,False,,00004514,003G0000018f6mXIAQ,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Demande d'illustration complémentaire et d'un Life Guide,Medium,,True,2014-02-04T21:17:36.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T19:36:59.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)687-3971,(514) 668-5958,rg@rghali.ca,(514)931-9553,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbUqPIAV,False,,00004515,003G0000018f7KeIAI,001G000000urMsfIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Demande de suivi suite à un refus.,Medium,,True,2014-01-24T19:40:37.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T19:40:31.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)346-0606,(514) 346-0606,marie-pier.gelinas@servicesfinanciersastria.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbV0UIAV,False,,00004519,003G0000018f7DFIAY,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Informaiton sur nouvelles réduction de primes sur la T et VU,Medium,,True,2014-01-24T20:23:39.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T20:23:32.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)803-2389,,johnwayne.trinh@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbVHUIA3,False,,00004516,003G0000018f7IlIAI,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Cheque qui est passé mais GW dit ne pas l'avoir vu....,Medium,,True,2014-01-24T20:07:39.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T20:07:32.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbVKiIAN,False,,00004517,003G000001IkUyXIAV,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Question sur processus de règlement d'une succession,Medium,Je lui ai transmis un document trouvé sur Internet et j'ai confirmé une information auprès de Jean-Pierre Berger.,True,2014-01-24T20:11:45.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T20:11:31.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbVLRIA3,False,,00004518,003G000001IkUyXIAV,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Question sur illustration d'une VU avec dépot supplémentaire.,Medium,,True,2014-01-24T20:12:26.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T20:12:17.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbVYpIAN,False,,00004520,003G0000018f7DFIAY,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Liste de hopitaux pour lesquelles est offert un rabais de groupe en DI.,Medium,,True,2014-01-24T20:25:45.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T20:25:36.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)803-2389,,johnwayne.trinh@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbVeYIAV,False,,00004521,003G0000018f6peIAA,001G000000urMseIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Question sur les rabais en T et VU,Medium,,True,2014-01-24T20:31:38.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T20:31:30.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)492-5688,(514) 833-6874,mike@landrymusi.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbViLIAV,False,,00004522,003G0000018f79PIAQ,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,obligations,Medium,voulais positionner lea obligations,True,2014-01-24T20:35:34.000+0000,False,False,005G0000002hp7hIAA,2014-01-24T20:35:34.000+0000,005G0000002hp7hIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(418)210-0153,(418) 570-1050,mcbouchard@cgsmcb.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbVjLIAV,False,,00004524,003G0000018f7BAIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How risky are HYB and should I be selling them,Medium,"Discussed this for 10 minutes.  Not the day to day volatility compared to stocks, but do have stock like returns.  However, extreme economic shocks like 2008 caused HYB to decline 25 to 40% similar to equities for a short period of time whereas regular bond funds lost at most 2 to 3% and many bond funds earned 4 to 7% positive returns in 2008.",True,2014-01-24T20:45:52.000+0000,False,False,005G0000002gy7yIAA,2014-01-24T20:45:43.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,905-276-1177,(416) 735-1993,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,701G0000000aqzJIAQ,,,Marketing Piece,0.0,0.0,0.0,,False,4451.0
500G000000JbVoJIAV,False,,00004523,003G0000018f7IlIAI,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,"Remise de document pour tarification financière, tout est OK.",Low,,True,2014-01-24T20:42:48.000+0000,False,False,005G0000002gy1SIAQ,2014-01-24T20:42:40.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JbWg6IAF,False,,00004525,003G0000018f7AmIAI,001G000000urMmwIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Annuities vs Seg Funds,Medium,Discussion on these two options and how they fit into income planning.,True,2014-09-15T18:45:08.000+0000,False,False,005G0000002gy1jIAA,2014-01-24T21:45:15.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250)516-5758,,mike@gainingaltitudefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzsIAA,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4451.0
500G000000JbX2HIAV,False,,00004526,003G0000018f7zgIAA,001G000000urMxZIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Mullen Pump Service (AMENDMENT),Medium,Remove STD,False,,False,False,005G0000002gyDnIAI,2014-01-24T22:13:44.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 456-0129,,jrp111@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4451.0
500G000000JblaEIAR,False,,00004527,003G0000018f7jWIAQ,001G000000urMzVIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Premiere Executive Suites,Medium,Tatiana Dudyez - trying to get confirmation that a proceedure will be covered....Claims is needing estimate and so forth which she cannot get from doctor.  Kevin has been involved.,True,2014-04-21T14:52:24.000+0000,False,False,005G0000002gy7UIAQ,2014-01-27T13:17:35.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(902) 405-7272,,jeff.gillespie@mathicabenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4448.0
500G000000Jbr7aIAB,False,,00004529,003G000001C49a1IAB,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Seg fund inquiry,Medium,Haig required details on the maturity reset feature on the London Life 100/100 policy.,True,2014-01-27T19:01:01.000+0000,False,False,005G0000002gxzdIAA,2014-01-27T19:00:44.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 331-5838 x366,,haig.liberian@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4448.0
500G000000JbrFoIAJ,False,,00004530,003G0000018f77qIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Transfer guidelines,Medium,William needed to clarify the transfer guidelines regarding our Freedom and London Life funds.,True,2014-01-27T19:08:07.000+0000,False,False,005G0000002gxzdIAA,2014-01-27T19:07:43.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)502-3440,(514) 502-3440,wmiller@millerfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4448.0
500G000000JbtSkIAJ,False,,00004531,003G0000018f79wIAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,285997 Woodlands North - changed wp to 4 mths,Medium,,True,2014-01-27T21:15:46.000+0000,False,False,005G0000002gy3HIAQ,2014-01-27T21:15:38.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 428-8585 xt 4266,(780) 660-3787,todd.elliott@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4448.0
500G000000JbuAFIAZ,False,,00004532,003G000001IkUyyIAF,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Life policy change question,Medium,,True,2014-01-27T22:06:10.000+0000,False,False,005G0000002gy9KIAQ,2014-01-27T22:03:55.000+0000,005G0000002gy9KIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,,,mathieu.bissonnette@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,1.0,0.0,0.0,,False,4448.0
500G000000Jby48IAB,False,,00004533,003G000001F3iB7IAJ,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Do we have a guaranteed issue Life insurance?,Medium,No - there was a product years ago but not anymore.  There is also one offered by Sonata / Plan direct but it is not sold through our contract.,True,2014-01-28T12:48:54.000+0000,False,False,005G0000002gyB3IAI,2014-01-28T12:48:43.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(709) 722-7861 x257,,ian.whelan@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000JbzmVIAR,False,,00004534,003G0000018f6aPIAQ,001G000000urMqrIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Meeting with McCarthy Accounting Firm,Medium,Educatoin on IFA,True,2017-09-05T16:59:11.000+0000,False,False,005G0000002gy9vIAA,2014-01-28T15:24:37.000+0000,005G0000002gy9vIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)277-1234,(905) 467-3090,peter.bekker@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4447.0
500G000000Jc0JeIAJ,False,,00004535,003G0000018f6pRIAQ,001G000000urMsRIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,"40603505, vérifier retard pmt pour suivi avec client.",Low,,True,2014-01-28T16:02:31.000+0000,False,False,005G0000002gxzjIAA,2014-01-28T16:02:03.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)928-1321X4259,(514) 235-7005,info@quantumsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc0mvIAB,False,,00004536,0030A0000029mRtQAI,001G000000urMsAIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Save a cancellation,Medium,What's are the in force riders...how long have the policy been in force? what are the client's needs?,True,2014-01-28T16:31:29.000+0000,False,False,005G0000002gyBkIAI,2014-01-28T16:31:14.000+0000,005G0000002gyBkIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)331-5838X269,,fran.hepworth@londonlife.com,(514)331-5928,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc19aIAB,False,,00004537,003G0000018f6wzIAA,001G000000urMsLIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,est-ce que la police 41045230 est encore en froce = non,Low,,True,2014-01-28T16:53:44.000+0000,False,False,005G0000002gxzjIAA,2014-01-28T16:53:35.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450) 928-1321 X361,(514) 234-3767,carole.dickey@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc1CjIAJ,False,,00004538,003G0000018f6wzIAA,001G000000urMsLIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,est-ce que la police 40545312 Castonguey est encore en froce = oui,Low,,True,2014-01-28T16:56:28.000+0000,False,False,005G0000002gxzjIAA,2014-01-28T16:56:19.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450) 928-1321 X361,(514) 234-3767,carole.dickey@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc1izIAB,False,,00004539,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,275877 titanium Tubing added div 2 no add prem,Medium,,True,2014-01-28T17:30:49.000+0000,False,False,005G0000002gy2oIAA,2014-01-28T17:30:40.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc1ojIAB,False,,00004540,003G0000018f75IIAQ,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,246543 - Standstone Waste Services Ltd. (Open Enrollment),Medium,"6 Employees
Additional Premium = $1126.28/mth",True,2014-01-28T17:36:19.000+0000,False,False,005G0000002gy37IAA,2014-01-28T17:36:06.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)465-5201,(780) 906-7893,susan@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc1zqIAB,False,,00004541,003G0000018f80YIAQ,001G000000vlE2MIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,MDC Property Services,Medium,"Looking at changing commission scale, from standard to a flat 8% with a flip to 10% at renewal.  

Also adding a drug card, with no impact to rate except what is impacted from the increase in commission.

Also changing LTD to a graded scale for all other employees, and capping the Life and LTD limits for the managerial class to pursue individual opportunities with the management.

Lastly, looking at implementing an ASO Dental arrangement.",True,2014-03-06T18:18:12.000+0000,False,False,005G0000002gxzyIAA,2014-01-28T17:48:52.000+0000,005G0000002gy1MIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403) 262-7278,,darren@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzyIAA,,,,,,Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,4447.0
500G000000Jc2irIAB,False,,00004542,003G0000018f75YIAQ,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,Demande d'un reçu (transférer à Regina) et demande d'illustration pour confirmer fonctionnement de l'OPR et de l'indexation.,True,2014-01-28T18:28:17.000+0000,False,False,005G0000002gy1SIAQ,2014-01-28T18:28:07.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(438)796-8689,(514) 473-8876,jean-guy.fortin@sffainc24.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc2pJIAR,False,,00004543,003G0000018f78TIAQ,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Pourquoi elle a pas été payée sur un cas de 3000$?,Medium,Demande à Gina de vérifier si police en vigueur...,True,2014-01-28T18:35:32.000+0000,False,False,005G0000002gy1SIAQ,2014-01-28T18:35:22.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 688-9134,,christinelapointe@sfjnt.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc35MIAR,False,,00004544,003G0000018f6WsIAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"287640 - Joy's Lucky 7 Food Store (Rem VC, Parameds & DC / Add CI & Dep CI)",Medium,No Additional premium,True,2014-01-28T18:49:43.000+0000,False,False,005G0000002gy3HIAQ,2014-01-28T18:49:30.000+0000,005G0000002gy0UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)965-9823,(780) 965-9823,millie@beamfinancialmgt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc3CXIAZ,False,,00004545,003G000001IjNn1IAF,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Avis d'assurabilité vie + question modif de police,Medium,,True,2014-01-28T18:56:50.000+0000,False,False,005G0000002gy1SIAQ,2014-01-28T18:56:40.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)639-5335X224,(514) 652-9106,caroline@blcsf.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc3yvIAB,False,,00004546,003G0000018f7CzIAI,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,série h,Medium,voulais info aur serie h,True,2014-01-28T19:41:01.000+0000,False,False,005G0000002hp7hIAA,2014-01-28T19:41:01.000+0000,005G0000002hp7hIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(418) 622-7077 X 215,(581) 995-2044,eric.cote@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc4rqIAB,False,,00004547,003G0000018f6anIAA,001G000000urMnaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Wilcox/Pratt,Medium,two current policy holders wanted to see IRR on policies that were 3 years old. Also wanted to review what their options were and whether or not it made sense to keep them corporate,True,2014-01-28T20:34:39.000+0000,False,False,005G0000002hHYOIA2,2014-01-28T20:34:04.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604)685-6521,(604) 617-4123,michael@etheringtonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc50EIAR,False,,00004548,003G0000018f6byIAA,001G000000urMncIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Review Canada Life GWL and LL,Medium,compare and contrast products and options for client deciding between the three.,True,2014-01-28T20:42:59.000+0000,False,False,005G0000002hHYOIA2,2014-01-28T20:42:19.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604)329-0325,(604) 329-0325,cam@hodsmanfinancial.com,,,,,,,,,,,Canada Life,Canada Life,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc5IDIAZ,False,,00004549,003G000001HFEb2IAH,001G000000urMSKIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Web,,Superior Concrete (AMENDMENT),Medium,Open Enrolment 18 employees and change to flat 8 commission,False,,False,False,005G0000002gy3gIAA,2014-01-28T21:00:43.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 392-6585,(587) 920-7123,jstevenson@benefitlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000Jc7RqIAJ,False,,00004551,003G0000018f7njIAA,001G000000urN0aIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Chinook Scaffolding Ltd - 269858,High,"Laurie will deliver the renewal, a 14% increase, and discuss possible changes to the plan. He will then get back to us.March 27th: Client will retain plan as is until next renewal ...",True,2014-03-27T20:43:49.000+0000,False,False,005G0000002gyE0IAI,2014-01-29T00:17:15.000+0000,005G0000002gyE0IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250)614-7713,,lauriepackman@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,701G0000000bj0eIAA,,,Marketing Piece,0.0,0.0,0.0,,False,4447.0
500G000000Jc7fuIAB,False,,00004550,003G0000018f6khIAA,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Two cases or JFTD - male with diabetes,Medium,,True,2014-01-30T21:31:54.000+0000,False,False,005G0000002gyDWIAY,2014-01-29T00:14:50.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250)540-5505,(250) 540-5505,joan.short@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4447.0
500G000000JcCjAIAV,False,,00004552,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,287184 - Azarko Dental Group (INC NEM LTD),Medium,"Effective Jan 1/14
From 4800 to 5150
Additional premium = $21.88/mth",True,2014-01-29T16:36:48.000+0000,False,False,005G0000002gy37IAA,2014-01-29T16:36:36.000+0000,005G0000002gy0UIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4446.0
500G000000JcELSIA3,False,,00004553,003G0000018f6feIAA,001G000000urMsGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Putnam and Setanta info,Medium,Robin required historical RORs for the Int. Equity fund (Putnam) and the Global Equity fund (Setanta),True,2014-01-29T17:55:20.000+0000,False,False,005G0000002gxzdIAA,2014-01-29T17:55:00.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)334-7799X227,(514) 515-7507,robin@octantgp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4446.0
500G000000JcF9OIAV,False,,00004554,003G0000018f6wIIAQ,001G000000urMoGIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Policy 40259590 In Force or not,Medium,"Steph is seeing a client and had this policy in her file from Jen Kirby from 2010 and wanted to know if it was in force or why it was not delivered. It was ""not taken"" so she had her answer. I called Wanda to confirm.",True,2015-05-05T20:07:17.000+0000,False,False,005G0000002gy7ZIAQ,2014-01-29T18:58:38.000+0000,005G0000002gy7ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(877)211-2633,(403) 614-5789,stephanie@affluencepartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7ZIAQ,,,,,,,1.0,0.0,0.0,,False,4446.0
500G000000JcGZOIA3,False,,00004555,003G0000018f6hdIAA,001G000000urMsKIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Quadrus funds,Medium,Alain required the suitability guidelines for our Quadrus funds,True,2014-01-29T20:07:59.000+0000,False,False,005G0000002gxzdIAA,2014-01-29T20:07:32.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 331-5838 x270,,monarqueconseilincalainroch@londonlife.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4446.0
500G000000JcGmmIAF,False,,00004557,003G0000018f78WIAQ,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,78100315,Low,"avenant temporaire enfant sur police, enfant a plus de 25 ans, quand ça tombe ?
25 ans max, mais le client doit enlever l'avenant.
Courriel Johanne 29/01.",True,2014-02-28T19:12:51.000+0000,False,False,005G0000002gxzjIAA,2014-01-29T20:20:46.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,450-928-1321,,alexandra.theriault@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4446.0
500G000000JcGo4IAF,False,,00004558,003G0000018f6eGIAQ,001G000000urMpjIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Conserving the business,High,January 29: Met with Martin and helped him come up with about seven key points of why this client should stay with us....  I dispelled alot of the things the other advisor mentioned to the client,True,2014-01-29T20:22:32.000+0000,False,False,005G0000002gy4OIAQ,2014-01-29T20:22:18.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519)991-5319,,martin.sobocan@sobocanfinancial.com,,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4446.0
500G000000JcGoEIAV,False,,00004559,003G000001Q1Sv0IAF,001G000000urMsqIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,09F,Low,Client pu assurable veut convertir la portion temporaire de sa CVP...65 ans max en CVP de base ou T100 ans.  Référé Robert à Monique Kelly.,True,2014-01-29T20:22:35.000+0000,False,False,005G0000002gxzjIAA,2014-01-29T20:22:24.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(819) 346-5224 x 266,,constance.bedard@freedom55financial.com,(819) 346-5720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4446.0
500G000000JcGw3IAF,False,,00004560,003G0000018f74yIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LL product offerings,Medium,Needed a slide that would show our product offerings as opposed to the competition.,True,2014-01-29T20:31:41.000+0000,False,False,005G0000002gxzdIAA,2014-01-29T20:30:50.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)568-3248,,amanda.ciccone@acfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4446.0
500G000000JcIIUIA3,False,,00004561,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,287820 - X-Treme Hair Creations & Body Studio Ltd. (INC DEP LIFE),Medium,"Increase to $10K
effective Feb 1/14
Additional premium $6/mth",True,2014-01-29T22:02:12.000+0000,False,False,005G0000002gy3HIAQ,2014-01-29T22:02:02.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4446.0
500G000000JcILOIA3,False,,00004562,003G0000018f6wQIAQ,001G000000urMwMIAU,,,,,,Annuity,012G00000012AYWIA2,In Progress,Complex Case,Email,,Retirement Income - Antl,Medium,Pam is looking for assistance with a retirement income proposal for her client who is now 65.,False,,False,False,005G0000002hp7wIAA,2014-01-29T22:06:32.000+0000,005G0000002hp7wIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)265-3771,,plavers@thetowergroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,,1.0,0.0,0.0,,False,4446.0
500G000000JcIVYIA3,False,,00004563,003G0000018f7TEIAY,001G000000urMxiIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,291021 - Northern Alberta Heating (2013) Ltd. (Change MRP class),Medium,"To cover majority shareholder only.
Effective Feb 1/14",True,2014-01-29T22:19:17.000+0000,False,False,005G0000002gy37IAA,2014-01-29T22:18:39.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)428-5321,(780) 991-7737,ian@umbriafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4446.0
500G000000JcJFSIA3,False,,00004564,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Dream Art Dental (AMENDMENT),Medium,"change drugs from national formulary to pdd 61,
from 5000 to 3000 drug max and remove disp.",True,2014-01-29T23:25:42.000+0000,False,False,005G0000002gyDnIAI,2014-01-29T23:25:10.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4446.0
500G000000JcNghIAF,False,,00004565,003G0000018f77uIAA,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Libération de contrat,Medium,quel formulaire et comment envoyer le tout,True,2014-01-30T14:46:12.000+0000,False,False,005G0000002gy1iIAA,2014-01-30T14:46:03.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418)622-7077X6233,,nmercier@ceff.ca,(418)622-7292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4445.0
500G000000JcPHoIAN,False,,00004566,003G0000018f6vXIAQ,001G000000urMsgIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Entretien Hopital,Medium,Classification 1000$/mois,True,2014-01-30T16:31:37.000+0000,False,False,005G0000002gy1iIAA,2014-01-30T16:31:17.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(819)383-5333,(819) 701-3693,josee.bilodeau@sf3e3.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4445.0
500G000000JcTFBIA3,False,,00004567,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,229018 Newlinc Network reversed nem inc eff dec 1 2013,Medium,,True,2014-01-30T19:54:10.000+0000,False,False,005G0000002gy37IAA,2014-01-30T19:53:59.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4445.0
500G000000JcUdOIAV,False,,00004568,003G000001IkUyXIAV,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Info sur police existante,Medium,Je l'ai référée à Monique Leroux.,True,2014-01-30T21:22:19.000+0000,False,False,005G0000002gy1SIAQ,2014-01-30T21:22:07.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4445.0
500G000000JcbTWIAZ,False,,00004569,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,284386 Pankratz Enterprises inc ltd nem $14.47 add prem,Medium,,True,2014-01-31T15:27:05.000+0000,False,False,005G0000002gy37IAA,2014-01-31T15:26:57.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4444.0
500G000000JcgAaIAJ,False,,00004570,003G0000018f6vhIAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Eyes on 34th 286839 add div 2 + 3 new ee's $675.09,Medium,,True,2014-01-31T16:18:57.000+0000,False,False,005G0000002gy3HIAQ,2014-01-31T16:18:43.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)459-5353,,kevin@tcwealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4444.0
500G000000JcjTkIAJ,False,,00004571,003G0000018f6XcIAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,delete CI benefit Alquinn Homes 284316,Medium,,True,2014-01-31T16:39:50.000+0000,False,False,005G0000002gy37IAA,2014-01-31T16:39:42.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)428-8585,(780) 970-1984,john@csfg.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4444.0
500G000000JckIJIAZ,False,,00004572,003G0000018f7SeIAI,001G000000urMxWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,changed hc dc to ASO plan 54038 eff mar 1 14,Medium,,True,2014-01-31T17:32:01.000+0000,False,False,005G0000002gy37IAA,2014-01-31T17:31:53.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 412-6642,,geoff.cook@hubinternational.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4444.0
500G000000Jd9ZWIAZ,False,,00004573,003G0000018f6f8IAA,001G000000urMvQIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,End Client Question,Medium,Asked about GWL life policy for existing client and rules about becoming the agent of record.,True,2014-01-31T19:43:04.000+0000,False,False,005G0000002gy9KIAQ,2014-01-31T19:42:51.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)849-3261,(514) 814-6845,laurent.cauchi@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4444.0
500G000000JdW7aIAF,False,,00004574,003G0000018f7BcIAI,001G000000urMsSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,10000914 Dr Jacques Blais,Low,"changement de propriété mal complétée, suivi à Sylvie Tremblay avec K315 en pdf.",True,2014-02-28T19:13:16.000+0000,False,False,005G0000002gxzjIAA,2014-01-31T20:45:12.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)447-4432,(514) 771-1619,jean-francois.dubuc@solutionsfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4444.0
500G000000JdfZSIAZ,False,,00004575,003G0000018f6wzIAA,001G000000urMsLIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Lamoureux et Milot,Low,Carole voulait une confirmation de leur protection.  Chacun deux polices une en 2000 et une en 2005.,True,2014-01-31T20:48:03.000+0000,False,False,005G0000002gxzjIAA,2014-01-31T20:47:53.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450) 928-1321 X361,(514) 234-3767,carole.dickey@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4444.0
500G000000JdgZsIAJ,False,,00004576,003G0000018f6kdIAA,001G000000urMsSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Père assuré de 92 ans,Low,"4 fils, bénéficiaire 25% chacun, qu'arrive t-il si un décède ?  33% au restant ou 25% à la succession de lui décédé ?",True,2014-02-28T19:13:50.000+0000,False,False,005G0000002gxzjIAA,2014-01-31T20:49:45.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)536-0875X3,(514) 996-7117,alain.proulx@trinum.ca,(450)536-1827,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4444.0
500G000000JdmTxIAJ,False,,00004577,003G0000018f6reIAA,001G000000urMouIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,RBC Trying to steal business,Medium,Jeff's brother in law is a client of his. RBC put together a PALTRAK illustration comparing his portfolio with a potential RBC portfolio. I have to hack it apart and show why the advisor is cherrypicking data and not giving Jeff enough credit for his portfolio design.,False,,False,False,00516000006m7POAAY,2014-01-31T22:54:15.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204)489-1012,(204) 228-6875,jeff@gerwingplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m7POAAY,,,,,,,0.0,0.0,0.0,,False,4444.0
500G000000Je0U3IAJ,False,,00004580,003G0000018f6TRIAY,001G000000urMtAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Foodland Westville - Plan Number 267518,Medium,Sandra Emailed inquiring about rate increases on the Health for January.  This was due to extending the coverage for lenses and frames to All employees and everyone is now paying the same vision care rate.  Prior to amendment the vision care benefit was rates by class.,True,2014-02-03T13:44:24.000+0000,False,False,005G0000002gyBCIAY,2014-02-03T13:44:06.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(902) 468-4545 ext 222,,performance.plu$.financial.group.inc@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,2.0,0.0,0.0,,False,4441.0
500G000000Je0nUIAR,False,,00004578,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate Planning - Williams,Low,Questions asked and answered,True,2014-02-03T13:04:52.000+0000,False,False,005G0000002heHMIAY,2014-02-03T13:04:39.000+0000,005G0000002heHMIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4441.0
500G000000Je0tWIAR,False,,00004579,003G0000018f70bIAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate Planning - Roy,Low,Creditor protection question asked and answered,True,2014-02-03T13:21:53.000+0000,False,False,005G0000002heHMIAY,2014-02-03T13:21:44.000+0000,005G0000002heHMIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)862-1402,(403) 862-1402,mark@crawfordfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4441.0
500G000000Je15yIAB,False,,00004581,003G0000018f7KpIAI,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Liquid Gold Tasting Bar And All Things Olive - 287572,Medium,Amendment to add Major Dental and CI to Management Class.,True,2014-02-11T14:13:58.000+0000,False,False,005G0000002gyBCIAY,2014-02-03T13:50:16.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(506)639-3706,,dmacartney@belmontwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,1.0,0.0,0.0,,False,4441.0
500G000000Je2tvIAB,False,,00004582,003G0000018f6vJIAQ,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,288714 - People's Trucking Ltd. (Change PDD from NASA to 61),Medium,"Effective Jan 1/14
12$/mth",True,2014-02-03T15:47:53.000+0000,False,False,005G0000002gy3HIAQ,2014-02-03T15:47:40.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,780-428-8585,,lara.hess@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4441.0
500G000000Je5EQIAZ,False,,00004583,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,247233 - Ram Printing & Promotions Inc. (LTD NEM INC),Medium,"From 2700  to 3100
effective Feb 1/14",True,2014-02-03T17:55:56.000+0000,False,False,005G0000002gy37IAA,2014-02-03T17:55:45.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4441.0
500G000000Je7CYIAZ,False,,00004584,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Paltrak reports,Medium,Martin required Paltrak reports for some of our London Life and Quadrus funds to analyze.,True,2014-02-03T19:46:56.000+0000,False,False,005G0000002gxzdIAA,2014-02-03T19:46:29.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4441.0
500G000000Je8aiIAB,False,,00004585,003G0000018f6buIAA,001G000000urMsPIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Changement de nom de Damafro à Agropur,Medium,F525 pour modification de prorpiétaire.,True,2014-02-03T20:59:41.000+0000,False,False,005G0000002gxzjIAA,2014-02-03T20:59:33.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)674-8999,(514) 294-1011 Do not call,micheline.hotte@gestiontrinergia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4441.0
500G000000Je8cUIAR,False,,00004586,003G0000018f6VxIAI,001G000000urMsOIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,David Tremblay et Benoit Tremblay,Medium,"confirmation du RP pour David,
confirmation de protection pour Benoit...est assuré, mais pas avec Benoit.",True,2014-02-03T21:01:16.000+0000,False,False,005G0000002gxzjIAA,2014-02-03T21:01:09.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)672-3434,,benoit@gfintegrale.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4441.0
500G000000JeAEuIAN,False,,00004587,0030A0000029gpQQAQ,001G000000yYV4AIAW,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,CTH Systems (AMENDMENT),Medium,STD & LTD NEM increase,True,2014-02-03T22:28:39.000+0000,False,False,005G0000002gyDnIAI,2014-02-03T22:28:24.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)424-8171,,,(780)424-8118,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4441.0
500G000000JeFHrIAN,False,,00004588,003G000001IkdhTIAR,001G000000urMtTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Manulife's conversion to Perf Gold,Medium,"1300$ annual only
Refer to François Beauregard for form double check",True,2014-02-04T15:27:20.000+0000,False,False,005G0000002gyBkIAI,2014-02-04T14:41:41.000+0000,005G0000002gyBkIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(613)293-6772,,trevor.turnbull@advicecanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBkIAI,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeGCoIAN,False,,00004589,003G0000018f6ipIAA,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Client Prospecting Seminar,Medium,"Advisor is preparing two prospecting seminars, tentatively set on Feb 15, 16. I will be in charge of the investment part. Discussed the topic we are going to present.
-----------------------------------------------------
Created presentation, discussed with advisor",True,2014-03-30T14:39:51.000+0000,False,False,005G0000002gyCuIAI,2014-02-04T15:45:32.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)475-0122,(416) 553-8303,minhua.fu@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0CIAQ,,,Marketing Piece;Presentation,3.0,0.0,0.0,,False,4440.0
500G000000JeGdcIAF,False,,00004590,003G0000018f7qyIAA,001G000000urN6HIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,LIB compare between Sunlife and GWL,Medium,Don Bristow of Mallard Finnancial was inquiring as to the competitiveness of the Sun Life income for life product vs the GWL LIB product as the Sun Life one has been advertised a lot on TV.  Shelagh Daily had instructed me to gather information and put together a Power point presentation comparing the two products.  I completed the presentation and forwarded on to Don.,True,2014-02-04T16:44:14.000+0000,False,False,005G0000003U4PAIA0,2014-02-04T16:05:23.000+0000,005G0000003U4PAIA0,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(306)934-6011,(306) 222-7538,dbristow@mallardwealth.ca,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000003U4PAIA0,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4440.0
500G000000JeI4GIAV,False,,00004591,003G0000018f75pIAA,001G000000urMnVIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,SCP from current case,Medium,Dave had a number of questions regarding moving his personal DI client to an SCP with one of the other employees (the persons wife),True,2014-02-04T17:29:22.000+0000,False,False,005G0000002hHYOIA2,2014-02-04T17:28:54.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)685-6521,(604) 644-9725,david@dldfinancial.com,(604)800-5394,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeI6RIAV,False,,00004592,003G0000018f6WaIAI,001G000000urMniIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,non residency,Medium,looking to insure NZ resident working in Canada on Visa - may stay here but there is no info to back that up,True,2014-02-04T17:31:47.000+0000,False,False,005G0000002hHYOIA2,2014-02-04T17:30:47.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)689-1777,(604) 760-7327,chuck.grossholz@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeI9IIAV,False,,00004593,003G0000018f6vkIAA,001G000000urMtjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Child life - down syndrome,Low,Child has inforce life policy and wanted to know if they had to disclose DS?  This is an older policy and I don't know what was on the app/contract.  Advised G to contact C/S and ask if an underwriter could look in to this.  Client is concerned what would happen at time of claim.,True,2014-08-27T21:10:30.000+0000,False,False,005G0000002gyDWIAY,2014-02-04T17:41:01.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)763-1114,(250) 486-7768,genadiy@encompasssolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeJ1PIAV,False,,00004594,003G000001B4FKFIA3,001G000000vkcdgIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Associated Communications (AMENDMENT),Medium,Change PDD from 61 to NASA & from unlimited to 15K,True,2014-02-04T18:29:47.000+0000,False,False,005G0000002gyDnIAI,2014-02-04T18:28:51.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 757-3633,(780) 237-2868,tasha.bunner@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeJRWIA3,False,,00004595,003G0000018f6zcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Estate Planning - concrete business owner,Low,No direct contact with Lucas Kramps.  Inquiry came through Kelly Ganter.,True,2014-02-04T18:51:35.000+0000,False,False,005G0000002heHMIAY,2014-02-04T18:51:27.000+0000,005G0000002heHMIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)702-5807X228,(780) 988-5826,lucas@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeKNLIA3,False,,00004596,003G000001B4lKgIAJ,001G000000vllmjIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,AMP Works Welding (AMENDMENT),Medium,Terminate Div 2,True,2014-02-04T19:40:16.000+0000,False,False,005G0000002gyDnIAI,2014-02-04T19:39:47.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 918-0802,,rob.ferguson@benefast.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeLB9IAN,False,,00004597,003G000001C3Wv9IAF,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Temporary Income + freedom fund transfer guidelines,Medium,Needed info on freedom fund transfer guidelines into London Life funds + had questions regarding temporary income for London Life accounts.,True,2014-02-04T20:19:52.000+0000,False,False,005G0000002gxzdIAA,2014-02-04T20:19:17.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514) 866-3838 x 113,(514) 943-3603,stephanie.rolland@freedom55financial.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeMICIA3,False,,00004598,003G0000018f74iIAA,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Demande de document sur la fiscalité de la PV,Medium,,True,2014-02-04T21:13:08.000+0000,False,False,005G0000002gy1SIAQ,2014-02-04T21:13:01.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,450-687-3971,(514) 927-0828,karl.maisonneuve@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeNIIIA3,False,,00004599,003G0000018f77oIAA,001G000000urMtfIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Product Question,High,fonctionnement du logiciel et connaissance du produit,True,2014-02-04T22:21:30.000+0000,False,False,005G0000002hp7hIAA,2014-02-04T22:21:30.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418)548-0152X103,,mtchernoff@gestionfinanceconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeNKnIAN,False,,00004600,003G0000018f6niIAA,001G000000urMtfIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,révision portefeuille client,True,2015-03-11T15:36:58.000+0000,False,False,005G0000002hp7hIAA,2014-02-04T22:24:28.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418)812-3320,,gjulien@forcescollectives.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000JeOaXIAV,False,,00004601,003G0000018f7cbIAA,001G000000urNCCIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Quebec client,Medium,Client moved to Quebec and wants to make subsequent premium to existing policy. She is only licensed in Ontario. Wanted to know if the paperwork and signature have to be done in Onatrio.,True,2014-02-05T00:05:47.000+0000,False,False,005G0000002gy4kIAA,2014-02-05T00:02:03.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519) 641-0677,,wise@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,2.0,0.0,0.0,,False,4440.0
500G000000JeOn1IAF,False,,00004602,003G0000018f70kIAA,001G000000urMtjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,"$1,000 / mo par life - client wants to cancel.",Medium,"From email:
""Here’s one option.  As per your suggestion of borrowing the money from the older policy’s cash values.  At 8% (built-in to the policy) for 10 years, we could borrow $433 per month.  Leaving $569 per month for the client to pay.

I went 10 years as you should be able to get him on premium vacation on the newer policy at that point.  I would request a premium vacation illustration from Client Services.

Also, this would leave a loan of $79,243 at year 10.  Should he die exactly at year 10 he would get $131,623 - $79,243 = $52,380 in death benefit from just the older policy.

I think you will have to apply annually for the policy loans if you go through London Life.  Obviously you might be able to secure a lower interest rate through a third-party lender.

Does this sound like a strategy?  
""",True,2014-08-27T21:10:40.000+0000,False,False,005G0000002gyDWIAY,2014-02-05T00:24:40.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)763-1114X4304,(778) 821-1119,dylan@clearworthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4440.0
500G000000Jx8gkIAB,False,,00004603,003G0000018f6jNIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Fund inquiry,Medium,Jing Song needed to know which funds had the highest weighting in the health care sector.,True,2014-02-05T15:17:08.000+0000,False,False,005G0000002gxzdIAA,2014-02-05T15:16:15.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)586-6661,(514) 586-6661,jingsong.zheng55@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4439.0
500G000000JxANPIA3,False,,00004604,003G0000018f7SoIAI,001G000000urMxXIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,63622 - Westways Contractors Ltd. (INC Parameds to $500),Medium,"Effective March 1 14
Additional 20.98/mth",True,2014-02-05T17:04:10.000+0000,False,False,005G0000002gy3HIAQ,2014-02-05T17:04:04.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 490-5945,(780) 993-3822,earlshindruk@optimaxbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4439.0
500G000000JxAZaIAN,False,,00004605,003G0000018f7M7IAI,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,"info reee, portefeuille mackenzie",Medium,,True,2014-02-05T17:16:29.000+0000,False,False,005G0000002hp7hIAA,2014-02-05T17:16:29.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418)930-5939,(418) 930-5939,info@sfgmi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4439.0
500G000000JxBr3IAF,False,,00004606,003G0000018f7SXIAY,0015o0000059QwKAAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,McLean & Shaw (AMENDMENT),Medium,Go from GWL to PDD 61,True,2014-02-05T18:10:35.000+0000,False,False,005G0000002gyDnIAI,2014-02-05T18:10:23.000+0000,005G0000002gyDnIAI,2024-01-17T15:07:39.000+0000,0055o0000019VX9AAM,2024-01-17T15:07:39.000+0000,(780) 986-7412,,garyk@financialservicesgroup.net,(780) 986-9694,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4439.0
500G000000JxD9AIAV,False,,00004607,003G000001C3Wv9IAF,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Model portfolios,Medium,Stephanie had questions about our model portfolios,True,2014-02-05T19:09:48.000+0000,False,False,005G0000002gxzdIAA,2014-02-05T19:09:20.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514) 866-3838 x 113,(514) 943-3603,stephanie.rolland@freedom55financial.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4439.0
500G000000JxDbeIAF,False,,00004609,003G000001Ns298IAB,001G0000011aHBUIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Seg fund inquiry,Medium,Audrey needed some info regarding our LL profile funds.,True,2014-02-05T19:34:44.000+0000,False,False,005G0000002gxzdIAA,2014-02-05T19:34:11.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)970-3026X5,(514) 963-1426,audrey.thorn-gregoire@finanthropie.ca,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4439.0
500G000000JxEkKIAV,False,,00004610,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,BHD Instrumentation Ltd. (Amendment),Medium,"Change policy effective date (billing date) from the 15th to the 1st

Effective Feb 1/14",True,2014-02-05T20:29:03.000+0000,False,False,005G0000002gy37IAA,2014-02-05T20:28:57.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4439.0
500G000000JxuhiIAB,False,,00004611,003G0000018f6f8IAA,001G000000urMvQIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Question about in force policy,Medium,,True,2014-02-06T14:24:26.000+0000,False,False,005G0000002gy9KIAQ,2014-02-06T14:24:04.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)849-3261,(514) 814-6845,laurent.cauchi@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4438.0
500G000000JxukmIAB,False,,00004612,003G0000018f6VWIAY,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Question about inforce policy,Low,,True,2014-02-06T14:27:57.000+0000,False,False,005G0000002gy9KIAQ,2014-02-06T14:27:46.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)242-9598,(514) 242-9598,ts2008@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4438.0
500G000000JxwWsIAJ,False,,00004613,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,1395841 Alberta Ltd. OA Abode Roofing and Siding,Medium,"Policy Termed by HO Feb 1/14 - poor participation
Reinstating policy effective Feb 1/14 - adding one employee, will hire 2 more in the spring.",True,2014-02-06T16:12:51.000+0000,False,False,005G0000002gy37IAA,2014-02-06T16:12:09.000+0000,005G0000002gy0UIAQ,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4438.0
500G000000JxxoKIAR,False,,00004614,003G000001B6bArIAJ,001G000000vn8DPIAY,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Double L Towng (AMENDMENT),Medium,"Changed name of class 3 from owners to Owners & managers
moved 2 ee from class 2 to class 3
added optional life to all classes",True,2014-02-06T19:26:47.000+0000,False,False,005G0000002gyDnIAI,2014-02-06T17:28:54.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 278-7710,,ray@oaktreews.ca,(866) 764-6598,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4438.0
500G000000JxzhGIAR,False,,00004616,003G000001IkUyCIAV,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Tax planning - Bruce Myers,Low,,True,2014-02-06T19:22:36.000+0000,False,False,005G0000002heHMIAY,2014-02-06T19:22:27.000+0000,005G0000002heHMIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,,,phil.franklin@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4438.0
500G000000JxzwyIAB,False,,00004615,003G0000018f7ATIAY,001G000000urMtiIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,"JFTD Term 10 to Term 20 conversion, possible?",Low,Yes.  Found PDF on Advisor Site and sent to Gary.,True,2014-02-06T19:19:50.000+0000,False,False,005G0000002gyDWIAY,2014-02-06T19:19:43.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(236)420-1887,(250) 317-1965,gary@encompasssolutions.ca,(236)420-1987,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4438.0
500G000000Jy3rDIAR,False,,00004617,003G0000018f6ZqIAI,001G000000urMvrIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,RPU,Medium,client has current plan (less than a year old and wanted to know what potential options were for the future,True,2014-02-07T00:05:54.000+0000,False,False,005G0000002hHYOIA2,2014-02-07T00:05:45.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)685-3707,(604) 341-4188,eric@barclayinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4438.0
500G000000JyAx1IAF,False,,00004618,003G0000018f6pRIAQ,001G000000urMsRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,41151485 Lavoie,Low,"prime impayé depuis décembre 2013..doit 2 mois, référé Service Clientèle.",True,2014-02-07T15:29:13.000+0000,False,False,005G0000002gxzjIAA,2014-02-07T15:29:04.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)928-1321X4259,(514) 235-7005,info@quantumsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JyBuiIAF,False,,00004619,003G0000018f7T5IAI,001G000000urMxhIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,279783 Tynik Const - inc ltd/std nem - add prem 19.23,Medium,,True,2014-02-07T16:32:30.000+0000,False,False,005G0000002gy37IAA,2014-02-07T16:32:22.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(587)855-6836,(780) 445-8050,tim.shmigelsky@tmsplanning.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JyDAnIAN,False,,00004620,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,"Estate Planning technical inquiry, s. 669 Insurance Act",Low,Using Insurance Act s669 declaration,True,2014-02-07T17:50:30.000+0000,False,False,005G0000002heHMIAY,2014-02-07T17:50:21.000+0000,005G0000002heHMIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JyDEuIAN,False,,00004621,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Mobility Central Inc. (Amendment),Medium,"Effective January 1, 2014 add Adult Ortho egilibility to the existing Ortho plan

No increase in premiums generated",True,2014-02-07T17:54:12.000+0000,False,False,005G0000002gy37IAA,2014-02-07T17:54:07.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JyDNXIA3,False,,00004622,003G0000018f7CjIAI,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,CVP fixer le coût,Medium,"Doit écrire au HO et reçu info: Min de 15K pour fixer le coût, donc faire arrêter EPP pour diminuer le fonds",True,2014-02-07T18:03:40.000+0000,False,False,005G0000002gy1iIAA,2014-02-07T18:03:31.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418)622-7077,,valmont.beaulieu@vbsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JyDOfIAN,False,,00004623,003G0000018f6u3IAA,001G000000urMteIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,séparation d'un 1er décès,Medium,Fournir les infos pour séparer la police en 2 polcies individuelles à V. Rousseau,True,2014-02-07T18:04:48.000+0000,False,False,005G0000002gy1iIAA,2014-02-07T18:04:42.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418)624-0003,(418) 802-6366,fplante@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JyEJoIAN,False,,00004624,003G0000018f6yvIAA,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Case conserve - DI Client going back to school,Medium,Spoke to John about importance of keeping the standard coverage for the young nurse who is returning to school.,True,2014-02-07T18:56:40.000+0000,False,False,005G0000002gyB3IAI,2014-02-07T18:56:30.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(709)689-5360,(709) 689-5360,john@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JyEOKIA3,False,,00004625,003G0000018f7JVIAY,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Annual Statement different from Policy,Medium,Due to difference in DSIR - illustration with the policy is a projection and varries with actual dividend performance.,True,2014-02-07T19:01:40.000+0000,False,False,005G0000002gyB3IAI,2014-02-07T19:01:13.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(709)743-5611,(709) 743-5611,kent.nash@ashtreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JyEQfIAN,False,,00004626,003G0000018f6saIAA,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,FEPO,Medium,Reviewed the process and timelines on a FEPO for Joan,True,2014-02-07T19:03:47.000+0000,False,False,005G0000002gyB3IAI,2014-02-07T19:03:33.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(709)687-0173,(709) 687-0173,joan@joanlanefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JyF85IAF,False,,00004627,003G0000018f7xCIAQ,0015o000008CydDAAS,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,DI Claim question,Low,accumulation of wp days on old contract for partial DI,True,2014-02-19T15:30:30.000+0000,False,False,005G0000002gyDJIAY,2014-02-07T19:59:24.000+0000,005G0000002gyDJIAY,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204) 946-8179,,pat@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JyFpSIAV,False,,00004628,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Cave Inspection 278502 - created class 2 - changed income def,Medium,,True,2014-02-07T20:30:14.000+0000,False,False,005G0000002gy2oIAA,2014-02-07T20:30:05.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4437.0
500G000000JysS0IAJ,False,,00004629,003G0000018f6gxIAA,001G000000urMtaIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,rebalncer portefeuille pour conserver client,Medium,,True,2014-02-10T00:22:55.000+0000,False,False,005G0000002hp7hIAA,2014-02-10T00:22:55.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418)569-5933,(418) 569-5933,info@martinedutil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4435.0
500G000000Jz11IIAR,False,,00004630,003G0000018f6T7IAI,001G000000urMqlIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Existing RDSP with Bank of Montreal.  Can David AORT this to Mackenzie?,High,"No.  He can AORT and keep the account at BMO assuming it is a mutual fund RDSP (if by chance it was a GIC or bank account RDSP then no he can't AORT either)

He can't bring the money to Mackenzie in-kind (as is) since Mackenzie's RDSP is client held and must only hold Mackenzie funds (and the fund choice I think is restricted for this plan)

So open a new Mackenzie RDSP, new GRANT applications, KYC and then send an authorized Transfer Form to BMO to move the money to Mackenzie IN CASH (NOT IN KIND)",True,2014-02-10T18:14:04.000+0000,False,False,005G0000002gy7yIAA,2014-02-10T18:13:55.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 276-1177 x 404,,david.moir@londonlife.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4434.0
500G000000Jz1ivIAB,False,,00004631,003G000001HFbdxIAD,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Poission-LIfe for Husband and Wife,Low,Clients says Co Operators give a discount on life with house and auto...suggested that Nick ask for a copy to compare apple to apples. as Well to give him some background i did a LifeGuide comparison and we came in cheaper for husband and wife separatley. Gave him this info give him a starting place to ask to see what they are really offering.,True,2014-06-25T16:50:24.000+0000,False,False,005G0000002gyG3IAI,2014-02-10T18:55:59.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519)996-9699,(519) 996-9699,nicktonita@encompasswealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4434.0
500G000000Jz21JIAR,False,,00004632,003G0000018f6oRIAQ,001G000000urMsaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Demande de ré-émission,Medium,Le rep est chez le client et ce dernier veux diminuer sa période d'attente. Je demande une ré-émission.,True,2014-02-10T19:15:29.000+0000,False,False,005G0000002gy1SIAQ,2014-02-10T19:15:19.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)818-9903,,marc-olivier.gagnon@sfproxima.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4434.0
500G000000Jz2XBIAZ,False,,00004633,003G0000018f6tjIAA,001G000000urMsbIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,On veux savoir si Michel peut se faire nommer sur un contrat...,Medium,,True,2014-02-10T19:41:37.000+0000,False,False,005G0000002gy1SIAQ,2014-02-10T19:41:28.000+0000,005G0000002gy1SIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)565-8396,(450) 419-2484,michel.payette@gplanifier.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4434.0
500G000000Jz2sPIAR,False,,00004634,003G0000018f7BzIAI,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,transfer policy to corp discussion with client on phone,Low,client requested transfer. Was disturbed. Double checked rationale for transfer. Missing information to advise.,True,2014-02-10T19:58:17.000+0000,False,False,005G0000002gy2wIAA,2014-02-10T19:57:51.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)264-2002X222,(416)450-6676,primo.rapini@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4434.0
500G000000Jz3H7IAJ,False,,00004635,003G000001Ns298IAB,001G0000011aHBUIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA inquiry,Medium,Audrey required info about our TFSA seg fund account,True,2014-02-10T20:25:07.000+0000,False,False,005G0000002gxzdIAA,2014-02-10T20:24:45.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)970-3026X5,(514) 963-1426,audrey.thorn-gregoire@finanthropie.ca,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4434.0
500G000000Jz5Q5IAJ,False,,00004636,003G0000018f80qIAA,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,#261626 Fully Managed Technology Inc. (Amendment),Medium,"Effective March 1, 2014 increase the NEM for:

Life Insurance - from 210,000 to 250,000
Long Term Disability - from 3,950 to 4,000

No additional monthly premium",True,2014-02-10T22:43:57.000+0000,False,False,005G0000002gy37IAA,2014-02-10T22:43:52.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 918-3781,,shelly@benefitnetworkinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4434.0
500G000000JzDIHIA3,False,,00004637,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,261176 Spectra Oilfield - changed definition of eligible income,Low,,True,2014-02-11T15:45:53.000+0000,False,False,005G0000002gy2oIAA,2014-02-11T15:45:45.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4433.0
500G000000JzHTqIAN,False,,00004638,003G0000018f6wzIAA,001G000000urMsLIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,41234984 Gendron,Low,"police delete avril 2013, peut-il remettre en vigueur ?",True,2014-02-11T19:53:30.000+0000,False,False,005G0000002gxzjIAA,2014-02-11T19:53:22.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450) 928-1321 X361,(514) 234-3767,carole.dickey@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4433.0
500G000000JzHUZIA3,False,,00004639,003G0000018f6wzIAA,001G000000urMsLIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Pierre Savard,Low,changement bancaire pour AMG et AI et paiement prime en retard.,True,2014-02-28T19:14:19.000+0000,False,False,005G0000002gxzjIAA,2014-02-11T19:54:05.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450) 928-1321 X361,(514) 234-3767,carole.dickey@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4433.0
500G000000JzIYGIA3,False,,00004640,003G0000018f7TFIAY,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,243669 Return on Wealth amend to ltd offset to 6,Medium,,True,2014-02-11T21:07:24.000+0000,False,False,005G0000002gy2oIAA,2014-02-11T21:07:12.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4433.0
500G000000JzdJdIAJ,False,,00004641,003G0000018f6nmIAA,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,288698 Arctic Constr. changed wp to 3 mths,Medium,,True,2014-02-12T16:58:17.000+0000,False,False,005G0000002gy3HIAQ,2014-02-12T16:58:06.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)719-7449,(250) 719-7449,brenda@qualityteambenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4432.0
500G000000JzhO1IAJ,False,,00004642,003G0000018f7LjIAI,001G000000urMqtIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Can I get a list of Family withdrawals out of my BOB (transfer back to Rod Baker),High,"Yes, we can and did run a IC report (Production, by rep, by investor) and it shows ""sales"" but also ""withdrawals"" naming the family that is moving out",True,2014-02-12T19:21:04.000+0000,False,False,005G0000002gy7yIAA,2014-02-12T19:20:33.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(877)857-2673,,greg@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4432.0
500G000000JzjXqIAJ,False,,00004643,0030A0000023zAUQAY,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,279273 Ritchie Mill - change of co name,Medium,,True,2014-02-12T20:49:53.000+0000,False,False,005G0000002gy37IAA,2014-02-12T20:49:45.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 429-9228,,kristin@vanta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4432.0
500G000000KLCx6IAH,False,,00004644,003G0000018f6RvIAI,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Repski Case,Medium,Craig has a long term client he wants to save money. I have the particulars and am meeting with him next week to discuss.,False,,False,False,00516000006m7POAAY,2014-02-13T17:53:30.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204) 489-1012 x315,,craig.thompson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m7POAAY,,,,,,Quotation,0.0,0.0,0.0,,False,4431.0
500G000000KLGA4IAP,False,,00004645,003G0000018f7SiIAI,001G000000urMxRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,#288068 AIV International (Amendment),Medium,"Add billing divison 2 ""GCM Modifications Canada Inc."" effective March 1, 2014

Transfer cert #10, 12 & 14 into this division",True,2014-02-13T19:12:48.000+0000,False,False,005G0000002gy37IAA,2014-02-13T19:12:26.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,,(780) 966-7125,klgduhamel@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4431.0
500G000000KLKLQIA5,False,,00004646,003G0000018f6z4IAA,001G000000urMq5IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,DI Rider,Medium,"Questions on how DI rider ""future savings protector"" works",True,2014-11-26T23:54:00.000+0000,False,False,005G0000003SxRoIAK,2014-02-13T20:51:25.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519)998-2009,(519) 998-2009,darrenbailey@blacksfinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4431.0
500G000000KLKUrIAP,False,,00004647,003G0000018f7GlIAI,0015o000008Cyi9AAC,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,SLF competitive situation,Low,,False,,False,False,005G0000003SxRoIAK,2014-02-13T20:52:58.000+0000,005G0000003SxRoIAK,2025-01-24T13:54:25.000+0000,0055o0000019VX9AAM,2025-01-24T13:54:25.000+0000,(519)804-9990,(519) 589-1054,lisa@grfs.ca,(226)896-1892,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4431.0
500G000000KLZC8IAP,False,,00004648,003G0000018f7i2IAA,001G000000urN8uIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,* URGENT *   ::   G017671U - Modification de police,High,Transformation de police-  récipissé de police non retourné - 74 jours date limite - Renseignements supplémentaires requis - Guy-Daniel Tremblay.  CSU veut renverser la transaction (transformation de termporaire en VU),True,2014-02-25T18:29:49.000+0000,False,False,005G0000002gy1UIAQ,2014-02-14T05:09:46.000+0000,005G0000002gy1UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514) 639-5335 x224,,jf.lacasse@beauchamplaplante.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4431.0
500G000000KLpBcIAL,False,,00004649,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Completing a T2151 for 1st time,Medium,"Discussed DC and need to bring to LIRA or LIF
Also unlocking rules if client now age 55 and agrees to LIF",True,2014-02-14T16:31:56.000+0000,False,False,005G0000002gy7yIAA,2014-02-14T16:31:49.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4430.0
500G000000KLq9eIAD,False,,00004650,003G0000018f6fHIAQ,001G000000urMsEIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,EFT inquiry,Medium,Suk required info on how to proceed with a special purchase to be made in a LL TFSA,True,2014-02-14T16:52:48.000+0000,False,False,005G0000002gxzdIAA,2014-02-14T16:52:11.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4430.0
500G000000KLqFrIAL,False,,00004651,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Paltrak reports,Medium,Martin required Paltrak reports for certain LL and Quadrus funds,True,2014-02-14T16:55:33.000+0000,False,False,005G0000002gxzdIAA,2014-02-14T16:54:53.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4430.0
500G000000KLxY5IAL,False,,00004652,003G0000018f7OTIAY,001G000000urMoGIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Wallace,Medium,Jerry wanted help with investment recommendations with regards to a new RRSP contribution.,False,,False,False,005G0000002hp7wIAA,2014-02-14T20:32:00.000+0000,005G0000002hp7wIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4430.0
500G000000KLxymIAD,False,,00004653,003G0000018f70bIAA,001G000000urMoGIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,In Person,,Portfolio Review,Medium,Mark has asked for my assistance in helping with a portfolio review for an existing client.  Meeting is scheduled for 2/18.,False,,False,False,005G0000002hp7wIAA,2014-02-14T20:42:55.000+0000,005G0000002hp7wIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)862-1402,(403) 862-1402,mark@crawfordfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,,2.0,0.0,0.0,,False,4430.0
500G000000KLyvGIAT,False,,00004654,003G0000018f6pIIAQ,001G000000urMr2IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,claim question (For LL...),Low,,True,2014-02-14T21:05:03.000+0000,False,False,005G0000002gy2wIAA,2014-02-14T21:04:52.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)789-4527,647-999-4884,robert@romasfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4430.0
500G000000KLzIPIA1,False,,00004655,003G0000018f7eCIAQ,001G000000urNCeIAM,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,End Client Question,Low,,True,2014-02-14T21:23:40.000+0000,False,False,005G0000002gy2wIAA,2014-02-14T21:23:31.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416) 232-2710,(416) 232-1073,geh.insurance@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4430.0
500G000000KM1LbIAL,False,,00004656,003G0000018f6m6IAA,001G000000urMoLIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Sparks,Medium,Shelly has asked me to help with a portfolio review.,False,,False,False,005G0000002hp7wIAA,2014-02-14T22:09:16.000+0000,005G0000002hp7wIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)261-4690,,shelly.vold@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7wIAA,,,,,,,1.0,0.0,0.0,,False,4430.0
500G000000KNQlNIAX,False,,00004659,003G000001LKRbrIAH,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,info sur portefeuille modèle et rencontre client,Medium,,True,2014-02-18T02:30:07.000+0000,False,False,005G0000002hp7hIAA,2014-02-18T02:29:53.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418) 622-7077,,nicolas.lamoureux@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4427.0
500G000000KNRCaIAP,False,,00004657,003G000001NruBfIAJ,001G000000urMtfIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,REEE,Medium,Info REEE sur les subventions,True,2014-02-18T02:21:58.000+0000,False,False,005G0000002hp7hIAA,2014-02-18T02:21:22.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418) 543-4471,,nadine.boulet@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4427.0
500G000000KNRIjIAP,False,,00004658,003G0000018f7CzIAI,001G000000urMtaIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,maximiser un naviplan,Medium,,True,2014-02-18T02:26:02.000+0000,False,False,005G0000002hp7hIAA,2014-02-18T02:23:48.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418) 622-7077 X 215,(581) 995-2044,eric.cote@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4427.0
500G000000KNRUQIA5,False,,00004660,003G0000018f6rIIAQ,001G000000urMtbIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Comment décaisser un CRI,Medium,,True,2014-02-18T02:36:24.000+0000,False,False,005G0000002hp7hIAA,2014-02-18T02:35:37.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418)549-7747,(418) 482-3296,migirard@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4427.0
500G000000KNjtyIAD,False,,00004661,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Accessing Cash value-,Medium,"Discussed prmium vacation , impact on death benefit and CV. 
Discussed prmium vacation Versus Reduced paid up for two policies PAR account .",True,2014-05-06T22:59:32.000+0000,False,False,005G0000002iOMUIA2,2014-02-18T16:22:32.000+0000,005G0000002iOMUIA2,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,,,,,1.0,0.0,0.0,,False,4426.0
500G000000KNkR7IAL,False,,00004662,003G000001IkUyRIAV,001G000000urMpbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Ins Asset Transfer,Medium,Discussed possible IAT with Mitch for a Bus Owner. walked him through the Needs Analysis we would need to do analysis and give recomendation.,True,2014-06-25T16:50:49.000+0000,False,False,005G0000002gyG3IAI,2014-02-18T16:39:00.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519) 967-1180 X 266,,mitchell.boucher@freedom55financial.com,(519) 967-1234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Analysis Document,0.0,0.0,0.0,,False,4426.0
500G000000KNkYDIA1,False,,00004663,003G0000018f7qXIAQ,001G000000urMxdIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"289103 - Total Truck Detailing Ltd. (Adding Cls 2, Increasing LTD NEM Cls 1 2250)",Medium,"4 new employees for class 2
Additional premium = 565.26/mth
Effective Feb 1/14",True,2014-02-18T16:41:03.000+0000,False,False,005G0000002gy3HIAQ,2014-02-18T16:40:45.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 705-5214,,steve@summitbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4426.0
500G000000KNnMzIAL,False,,00004664,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,249556 - Klondike Crane Inspection Ltd. (INC Life Max and NEM to $100K),Medium,"Effective March 1st 2014
Additional premium = $187/mth",True,2014-02-18T17:50:10.000+0000,False,False,005G0000002gy3HIAQ,2014-02-18T17:49:31.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4426.0
500G000000KNr3aIAD,False,,00004665,003G0000018f6umIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Model portfolios,Medium,Maria required our updated model portfolios for London Life and Quadrus.,True,2014-02-18T18:50:00.000+0000,False,False,005G0000002gxzdIAA,2014-02-18T18:49:22.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,514-331-5838,,mariateresa.uribe@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4426.0
500G000000KNuCHIA1,False,,00004666,003G0000018f7JVIAY,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Auto pay mishap,High,administrative error in the banking created a policy lapse and a chargeback.  Angela has gone to HO to determine options for resolution.,True,2014-02-28T19:41:36.000+0000,False,False,005G0000002gyB3IAI,2014-02-18T19:51:25.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(709)743-5611,(709) 743-5611,kent.nash@ashtreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4426.0
500G000000KNv23IAD,False,,00004667,0030A0000029evMQAQ,001G000000yXmT6IAK,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Exception Granted for: Best Western Coquitlam , 289219",Low,The plan administrator has identified two people that have late SP. As of Jan 1/14 two EE's would like to add full family Dental to a previously waived plan. PA was not aware that by waiving coverage originally they would be treated as a late app in the future.,True,2014-02-18T20:17:45.000+0000,False,False,005G0000002gyGkIAI,2014-02-18T20:16:27.000+0000,005G0000002gyGkIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)808-0328,,donald@finaeo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,0.0,0.0,0.0,,False,4426.0
500G000000KNvb8IAD,False,,00004668,003G0000018f7SrIAI,001G000000urMy7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Dr. Jared Palmer 279670 - add div 3 - add prem 1063.89,Medium,,True,2014-02-18T20:33:36.000+0000,False,False,005G0000002gy2tIAA,2014-02-18T20:33:23.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403) 560-8879,,jk.wong@3web.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4426.0
500G000000KO4HbIAL,False,,00004669,003G000001YfwJnIAJ,001G000000urMthIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Competitor prospecting,Medium,Helped Steve put together some marketing materials so he can prospect blue-collar workers especially on job sites.  Steve comes from this background.,True,2014-02-19T00:17:25.000+0000,False,False,005G0000002gyDWIAY,2014-02-19T00:17:14.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250) 763-1114 ext 4322,,steve.mckenzie@freedom55financial.com,(250) 763-1114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4426.0
500G000000KOO0ZIAX,False,,00004670,003G0000018f7J0IAI,001G000000urMr2IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,non-smoker change,Low,,True,2014-02-19T13:47:06.000+0000,False,False,005G0000002gy2wIAA,2014-02-19T13:46:42.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,416-789-4527,,qian.liao@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4425.0
500G000000KOQXsIAP,False,,00004671,003G0000018f7kIIAQ,001G000000urMzmIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Weld Pro - Plan # 266868,Medium,Weld Pro went to  market off renewal and obtained quotes from Manu and Blue that were 16% to 18% below GWL.  Obtained underwriting approval to do off renewal rate adjustment on drugs which would bring our bottom line within 8 or 9 % of Blue/Manulife.  Emailed new rates to Don.,True,2014-02-19T15:09:15.000+0000,False,False,005G0000002gyBCIAY,2014-02-19T15:08:48.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(902) 434-9088,,don@tfi.cc,(902) 434-9999,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,3.0,0.0,0.0,,False,4425.0
500G000000KOVshIAH,False,,00004672,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Twin City Excavating (Amendment),Medium,"Open Enrollment
Add div 2 ""FML Trucking""
Add 2 additional admin classes
Add fourth benefit class
Changes on plan designs for all 4 classes",True,2014-02-19T18:11:02.000+0000,False,False,005G0000002gy37IAA,2014-02-19T18:10:53.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4425.0
500G000000KOWG5IAP,False,,00004673,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA high yield savings account,Medium,Martin wanted to know the current rate on this savings account,True,2014-02-19T18:53:23.000+0000,False,False,005G0000002gxzdIAA,2014-02-19T18:52:07.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4425.0
500G000000KOX3qIAH,False,,00004674,003G0000018f6rjIAA,001G000000urMtaIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,info GRV,Medium,,True,2014-02-19T19:21:00.000+0000,False,False,005G0000002hp7hIAA,2014-02-19T19:20:28.000+0000,005G0000002hp7hIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hp7hIAA,,,,,,,0.0,0.0,0.0,,False,4425.0
500G000000KOXutIAH,False,,00004675,003G0000018f7SUIAY,001G000000urMxdIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,"277017 - Z & X Holdings No. 1 Ltd. (Inc LTD NEM to 3750, Cap drugs at 2000)",Medium,"Effective Feb 1/14
No additiona premium",True,2014-02-19T20:05:02.000+0000,False,False,005G0000002gy3HIAQ,2014-02-19T20:04:38.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 418-4646,(780) 289-5454,mscott@safcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4425.0
500G000000KOZ07IAH,False,,00004676,003G0000018f7XtIAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Tetley,Medium,Rob is looking after a group life conversion for husband & wife in Burlington,True,2014-03-05T16:39:57.000+0000,False,False,005G0000002gy2jIAA,2014-02-19T20:11:06.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 639-6443 ext 25,,ralexander@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4425.0
500G000000KOZ0NIAX,False,,00004677,003G0000018f7XNIAY,001G000000urN5ZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Veermar,Medium,"Rick is looking after a group life conversion in Burlington, Mike Veermar",True,2017-03-06T21:14:05.000+0000,False,False,005G0000002gy2jIAA,2014-02-19T20:13:01.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)336-3939,(905) 320-7765,rick@rwbfinancial.ca,(905)336-9009,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4425.0
500G000000KOZNPIA5,False,,00004678,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,#277119 Advanced Respiratory Care Network,Medium,"Remove Class 2: All Other Employees effective March 1, 2014",True,2014-02-19T20:20:11.000+0000,False,False,005G0000002gy37IAA,2014-02-19T20:19:53.000+0000,005G0000002gy3WIAQ,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4425.0
500G000000KOdiNIAT,False,,00004679,0030A0000029drmQAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Hedstrom Mechanical (AMENDMENT),Medium,Removed LTD,True,2014-02-19T22:49:28.000+0000,False,False,005G0000002gyDnIAI,2014-02-19T22:49:12.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)922-1697,,scott@scottpollock.ca,(780)922-1550,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4425.0
500G000000KOeoSIAT,False,,00004680,003G0000018f7SxIAI,001G000000urMxVIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Rowing Canada (amendment),Medium,"class 1: add LTD, AD&D increase waiting period from 0 to 3 mos
class 2: add LTD, AD&D",False,,False,False,005G0000002gyDnIAI,2014-02-19T23:10:59.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 469-6067,,shauna@ngebi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4425.0
500G000000KP9WEIA1,False,,00004681,003G0000018f7K2IAI,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,247407 Canadian Industrial - life and ltd nem inc $239.46 add prem,Medium,,True,2014-02-20T17:24:36.000+0000,False,False,005G0000002gy2tIAA,2014-02-20T17:24:24.000+0000,005G0000002gy2tIAA,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8909,,john@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2tIAA,,,,,,,0.0,0.0,0.0,,False,4424.0
500G000000KPB0kIAH,False,,00004682,003G0000018f7O7IAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Clear Skies Heating & Air Conditioning Ltd. (Amendment),Medium,"Effective March 1, 2014 add eye exams to policy for adult 24 months/child 12 months for all benefit classes",True,2014-02-20T17:42:10.000+0000,False,False,005G0000002gy37IAA,2014-02-20T17:42:03.000+0000,005G0000002gy3WIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4424.0
500G000000KbrAtIAJ,False,,00004684,003G0000018f7pdIAA,001G000000urN6cIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB compare between Empire and GWL,Medium,"Wanted a comparison of GWL and Empire Life for the LIB product, provided a power point presentation between the two.",True,2014-02-20T20:13:56.000+0000,False,False,005G0000003U4PAIA0,2014-02-20T20:13:06.000+0000,005G0000003U4PAIA0,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,Empire life,Other,,,0.0,,,0.0,False,Empire life,,,,,005G0000003U4PAIA0,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4424.0
500G000000KbrZjIAJ,False,,00004685,003G0000018f6Y8IAI,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,bene designation for client's will directing to trust,Low,,True,2014-02-20T20:25:40.000+0000,False,False,005G0000002gy2wIAA,2014-02-20T20:25:15.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)723-2450,(416) 723-2450,rfrano@codefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4424.0
500G000000KbstQIAR,False,,00004686,003G000001VtWI0IAN,001G0000011aHBUIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Taxation relating to seg funds,Medium,Lei wanted to know the main differences between seg funds and mutual funds in terms of taxation.,True,2014-02-20T21:04:27.000+0000,False,False,005G0000002gxzdIAA,2014-02-20T21:04:08.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514) 331-5838 x 590,,lei.fang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4424.0
500G000000KbsxcIAB,False,,00004687,0030A0000029mRtQAI,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Seg fund inquiry,Medium,Fran required help in choosing a portfolio of seg funds for her client,True,2014-02-20T21:05:48.000+0000,False,False,005G0000002gxzdIAA,2014-02-20T21:05:39.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)331-5838X269,,fran.hepworth@londonlife.com,(514)331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4424.0
500G000000Kbv7fIAB,False,,00004688,003G0000018f80qIAA,001G000000urMxHIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Solidearth Geotechnical 287866 inc life/ltd nem add prem 94.64,Medium,,True,2014-02-20T22:21:47.000+0000,False,False,005G0000002gy37IAA,2014-02-20T22:21:40.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 918-3781,,shelly@benefitnetworkinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4424.0
500G000000KbvaIIAR,False,,00004689,003G000001I3oESIAZ,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Product Question,Medium,,False,,False,False,005G0000003SxRoIAK,2014-02-20T22:44:11.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519)275-3333,,rob@vfgwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4424.0
500G000000KbwH3IAJ,False,,00004690,003G000001I3oESIAZ,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,UW question - sleep apnea,Medium,,False,,False,False,005G0000003SxRoIAK,2014-02-20T22:47:22.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519)275-3333,,rob@vfgwealth.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4424.0
500G000000Kc3OoIAJ,False,,00004691,003G0000018f7Z2IAI,001G000000urN58IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Quinlin portfolio,Medium,Transfer assets from FAA/FIF to new segs,True,2014-02-21T03:20:50.000+0000,False,False,005G0000002gy4kIAA,2014-02-21T03:20:35.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 562-7117,,mary_kate.barrie@bell.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,0.0,0.0,0.0,,False,4424.0
500G000000KcKwfIAF,False,,00004692,003G0000018f6buIAA,001G000000urMsPIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Changement de taux fumeur à non.,Medium,"J'ai une cliente qui a plusieurs polices 49370816, 49535847, 49613289, 49948258. Je sais que sur certains types de polices ont ne peut pas faire de changement de taux que cela n'avait aucune importance que le client soit fumeur ou non. J'ai téléphoné au service à la clientèle pour savoir si ces polices en faisaient parties et j'ai eu comme réponse de téléphoné à mon directeur de produits que si lui ne savait pas il pouvait téléphoné au siège social pour avoir une réponse.

Donc ces polices peuvent-elles être modifié d'un taux fumeur à non fumeur??",True,2014-02-28T19:14:45.000+0000,False,False,005G0000002gxzjIAA,2014-02-21T15:03:16.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)674-8999,(514) 294-1011 Do not call,micheline.hotte@gestiontrinergia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4423.0
500G000000KcLaPIAV,False,,00004693,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Phone,,249875 Hinton OIlfield - open enrollment 2 lives add prem 300.60,Medium,,False,,False,False,005G0000002gy37IAA,2014-02-21T15:24:13.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4423.0
500G000000KcRLjIAN,False,,00004694,003G0000018f6vkIAA,001G000000urMtjIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Convert econo to permanent?,Low,Yes but only up to age 65.  Client is 69.,True,2014-02-21T18:40:42.000+0000,False,False,005G0000002gyDWIAY,2014-02-21T18:40:34.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250)763-1114,(250) 486-7768,genadiy@encompasssolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4423.0
500G000000KcSA3IAN,False,,00004695,003G0000018f7SIIAY,001G000000urMxUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,268376 - Gateway Trailer Repairs Ltd. (Adding Cls 4),Medium,"Class 4 - Senior Management
transfer 8 employees to the new class.
same benefits as class 1 except Flat $250K LIFE/ADD
Additional premium = 368/mth",True,2014-02-21T19:22:39.000+0000,False,False,005G0000002gy3HIAQ,2014-02-21T19:22:24.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3HIAQ,,,,,,,0.0,0.0,0.0,,False,4423.0
500G000000KcSwbIAF,False,,00004696,003G0000018f7qAIAQ,001G0000010Ax97IAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,"Client on Cameron Reid's application in error put him in benefit class 2, he should have been in class 1. Sheila called to get me to correct this back to inception (feb 1/14)",True,2014-10-06T15:17:11.000+0000,False,False,005G0000003TIN8IAO,2014-02-21T20:08:40.000+0000,005G0000003TIN8IAO,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,,,s.larocque@sasktel.net,,,,,,,,,,,,,,,0.0,,001G000001F6r0zIAB,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,4423.0
500G000000KcpvnIAB,False,,00004697,003G0000018f6lsIAA,001G000000urMu9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Lifeguide Marziali,Medium,Judith et Francois voir email,True,2014-02-24T16:03:53.000+0000,False,False,005G0000002gy1iIAA,2014-02-24T16:03:42.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418)622-8060,(418) 806-8429,afoisy@dvsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4420.0
500G000000KcqheIAB,False,,00004698,003G0000018f7ICIAY,0015o000008CyyhAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,277318 Fiji Water of Canada - inc ltd nem $21.50 add prem,Medium,,True,2014-02-24T17:11:05.000+0000,False,False,005G0000002gy37IAA,2014-02-24T17:10:57.000+0000,005G0000002gy2tIAA,2024-08-21T15:19:27.000+0000,0055o0000019VX9AAM,2024-08-21T15:19:27.000+0000,(780)458-4842,780-984-9945,lori@mpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4420.0
500G000000KcrBwIAJ,False,,00004699,003G0000018f77OIAQ,001G000000urMoKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Estate Administration,Low,,True,2014-02-24T17:17:23.000+0000,False,False,005G0000002heHMIAY,2014-02-24T17:16:49.000+0000,005G0000002heHMIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(403)474-9316,(403) 862-1223,paul@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4420.0
500G000000KcsFpIAJ,False,,00004700,003G0000018f6UuIAI,0015o000008CyvgAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Asset Mix,Medium,Peter needed assistance with re-working a few portolfios and had questions on HNW.,True,2014-02-24T18:16:34.000+0000,False,False,005G0000002hAGmIAM,2014-02-24T18:15:44.000+0000,005G0000002hAGmIAM,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hAGmIAM,,,701G0000000ar0qIAA,,,Analysis Document,0.0,0.0,0.0,,False,4420.0
500G000000Kct02IAB,False,,00004701,003G0000018f7rvIAA,0015o000008Cz0AAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Seg Fund T3,Medium,"Client who lives in the US is looking for an electronic copy of this T3. I advised it is not likely that we could do this, but should contact his ASR.",True,2014-02-24T18:58:52.000+0000,False,False,005G0000002gy6dIAA,2014-02-24T18:58:41.000+0000,005G0000002gy6dIAA,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,(306)934-6011,,rkennedy@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4420.0
500G000000KcteRIAR,False,,00004702,003G000001IjLnyIAF,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Ownership of LI - Existing Trust,Medium,,True,2015-03-23T18:05:07.000+0000,False,False,005G0000002gyGaIAI,2014-02-24T19:35:09.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(778)938-8109,(778) 938-8109,chris@gardinerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4420.0
500G000000KcvLNIAZ,False,,00004705,003G0000018f7WaIAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Coversion question,Medium,"Ted called me to obtain information on the products available for group life conversion.  I e-mailed him the latest application and information on the products, 

Also a prepared 4 Illustrations for him.",True,2017-03-06T21:14:38.000+0000,False,False,005G0000002gy2jIAA,2014-02-24T21:08:00.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 327-0880,,ted6garrett@gmail.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,4420.0
500G000000KcvO1IAJ,False,,00004703,003G000001VtHOJIA3,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Cooper,Medium,"Mary is looking after a group life conversion from Dofasco, Kenneth Cooper, Term to 65 for 100K",True,2014-02-27T16:25:51.000+0000,False,False,005G0000002gy2jIAA,2014-02-24T21:05:46.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 523-4593,,madhubshukla@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4420.0
500G000000KcvQHIAZ,False,,00004704,003G0000018f6W6IAI,0015o000008CyewAAC,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Roberecki inforce upgrade,Medium,client can upgrade based on old contract rules.,True,2014-02-24T21:07:27.000+0000,False,False,005G0000002gyDJIAY,2014-02-24T21:07:17.000+0000,005G0000002gyDJIAY,2024-01-19T16:05:10.000+0000,0055o0000019VX9AAM,2024-01-19T16:05:11.000+0000,(204)272-0848,(204) 291-9552,mike@ckcg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4420.0
500G000000Kd3NWIAZ,False,,00004706,003G000001C3Wv9IAF,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Lifecycle funds,Medium,Stephanie required more info on these funds,True,2014-02-25T13:43:52.000+0000,False,False,005G0000002gxzdIAA,2014-02-25T13:43:29.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514) 866-3838 x 113,(514) 943-3603,stephanie.rolland@freedom55financial.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4419.0
500G000000Kd4fRIAR,False,,00004707,003G0000018f6c3IAA,001G000000urMszIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Leger, LIB - wants auto resets",Medium,see meeting notes for 02/20/2014,True,2015-03-03T14:01:42.000+0000,False,False,005G0000002gy6YIAQ,2014-02-25T15:14:44.000+0000,005G0000002gy6YIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(506)799-7300,,brent@hansonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6YIAQ,,,,,,,1.0,0.0,0.0,,False,4419.0
500G000000Kd4xzIAB,False,,00004708,003G0000018f75IIAQ,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,246543 - Stand-Stone Waste Services Ltd. (changing DC coins for cls 3),Medium,"To match cls 2 (100% routine / 80% major)
Effective Feb 1/14
No additional premium",True,2014-02-25T15:35:19.000+0000,False,False,005G0000002gy37IAA,2014-02-25T15:35:03.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)465-5201,(780) 906-7893,susan@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4419.0
500G000000Kd622IAB,False,,00004709,003G0000018f7K2IAI,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,274277 Hunter McDonnell inc ltd nem add prem 52.74,Medium,,True,2014-02-25T16:34:58.000+0000,False,False,005G0000002gy37IAA,2014-02-25T16:34:51.000+0000,005G0000002gy2tIAA,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8909,,john@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4419.0
500G000000Kd8QuIAJ,False,,00004710,003G0000018f7SNIAY,001G000000urMxBIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,String machine 268581 change mrp to $1000,Medium,,True,2014-02-25T18:37:32.000+0000,False,False,005G0000002gy37IAA,2014-02-25T18:37:23.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 453-9836,(780) 718-7278,kelly@coulterinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4419.0
500G000000Kd8wNIAR,False,,00004711,003G0000018f6pIIAQ,001G000000urMr2IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,FEPO exercise with/without riders,Low,,True,2014-03-10T18:26:12.000+0000,False,False,005G0000002gy2wIAA,2014-02-25T19:04:06.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(416)789-4527,647-999-4884,robert@romasfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4419.0
500G000000Kd9wwIAB,False,,00004712,003G0000018f7K2IAI,0015o000008CyyrAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Primetime Electric 287193 inc dental max to $2000  add prem $13.88,Medium,,True,2014-02-25T19:53:46.000+0000,False,False,005G0000002gy37IAA,2014-02-25T19:53:39.000+0000,005G0000002gy2tIAA,2024-01-05T16:09:45.000+0000,0055o0000019VX9AAM,2024-01-05T16:09:47.000+0000,(780)409-8909,,john@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4419.0
500G000000KdAOgIAN,False,,00004713,003G0000018f6aoIAA,0015o000008Cyi6AAC,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Inforce RRSP policy question,Low,,False,,False,False,005G0000003SxRoIAK,2014-02-25T20:14:31.000+0000,005G0000003SxRoIAK,2024-12-05T15:31:45.000+0000,0055o0000019VX9AAM,2024-12-05T15:31:45.000+0000,(519)720-0936,(519) 569-1205,john.adkins@adkinsfinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4419.0
500G000000KdLOsIAN,False,,00004714,003G0000018f7ByIAI,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Ass temporaire Industrielle Alliance,Medium,Sont-ils moins cher que nous?  Fiare des illustrations afin de valider ce que nous avons   Il vuet le moins cher car le client budget très restreint,True,2014-02-26T17:06:55.000+0000,False,False,005G0000002gy1iIAA,2014-02-26T17:06:29.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(819) 375-4974 ext 335,(819) 383-4501,jean.cossette@freedom55financial.com,,,,,,,,,,,Industrial Alliance,Industrial Alliance,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,1.0,0.0,0.0,,False,4418.0
500G000000KdLsNIAV,False,,00004715,003G0000018f79tIAA,001G000000urMouIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,CI Claim,Medium,,True,2014-03-31T17:02:36.000+0000,False,False,005G0000002gyDJIAY,2014-02-26T17:31:26.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204)578-5500,,kevin@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4418.0
500G000000KdMz5IAF,False,,00004716,003G0000018f6XcIAI,001G000000urMoWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,291555 CanWest Vending adding eye exam add prem 12.73,Medium,,True,2014-02-26T18:32:07.000+0000,False,False,005G0000002gy37IAA,2014-02-26T18:31:58.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)428-8585,(780) 970-1984,john@csfg.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4418.0
500G000000KdO9QIAV,False,,00004717,003G0000018f6rDIAQ,001G000000urMnTIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,ROP Trigger,Medium,ROPD vs ROP 60+,True,2015-03-23T18:05:29.000+0000,False,False,005G0000002gyGaIAI,2014-02-26T19:23:15.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)681-8234,,chad@anchorpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,0.0,0.0,0.0,,False,4418.0
500G000000KdOugIAF,False,,00004718,003G0000018f783IAA,001G000000urMs9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,In force policy question about policy changes,Medium,,True,2014-02-26T19:55:16.000+0000,False,False,005G0000002gy9KIAQ,2014-02-26T19:55:07.000+0000,005G0000002gy9KIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)438-5213,(450) 560-1167,mario.marinier@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9KIAQ,,,,,,,0.0,0.0,0.0,,False,4418.0
500G000000KdQR2IAN,False,,00004719,003G0000018f6tdIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,TFSA inquiry,Medium,Inquiry about TFSA specifics,True,2014-02-26T20:57:05.000+0000,False,False,005G0000002gxzdIAA,2014-02-26T20:56:32.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)931-4242,(514) 603-9577,huutai.le@huutaifinservices.com,(514)931-3971,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4418.0
500G000000KdSFrIAN,False,,00004720,0030A0000029atfQAA,001G000000yXdPRIA0,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,iBall Solutions (AMENDMENT),Medium,remove HSP,True,2014-02-26T22:40:25.000+0000,False,False,005G0000002gyDnIAI,2014-02-26T22:39:44.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)429-1193,,a.hacking@fsgroup.ca,(780)423-5011,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4418.0
500G000000KdYCeIAN,False,,00004721,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,IPP Inquiry,Medium,Marting required some admin info for the transfer of IPPs,True,2014-02-27T14:55:52.000+0000,False,False,005G0000002gxzdIAA,2014-02-27T14:55:21.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4417.0
500G000000Kdbj7IAB,False,,00004722,003G0000018f7COIAY,001G000000urMsMIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,40606126,Low,"comment reconsidérer refus, client doit attendre 40 ans si sans tests ou sinon doit passer tests génétique à sa démarche.",True,2014-02-27T17:59:38.000+0000,False,False,005G0000002gxzjIAA,2014-02-27T17:59:31.000+0000,005G0000002gxzjIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4417.0
500G000000KdcEjIAJ,False,,00004723,003G0000018f7Z2IAI,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Gemmill,Medium,"Mary Kate is looking after a group life conversion for us in Grimsby.

Male, 65, smoker, 50K to convert",True,2014-03-04T19:56:30.000+0000,False,False,005G0000002gy2jIAA,2014-02-27T18:31:27.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 562-7117,,mary_kate.barrie@bell.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,1.0,0.0,0.0,,False,4417.0
500G000000KdhzKIAR,False,,00004724,003G0000018f6g7IAA,001G000000urMouIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Competitor policies,Low,insureds made occ changes and advisor trying to determine if they are eligible for non-can,True,2014-03-31T17:03:01.000+0000,False,False,005G0000002gyDJIAY,2014-02-27T20:06:16.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204) 489-1012 x331,,richard.maynard@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4417.0
500G000000KdkCQIAZ,False,,00004725,003G0000018f7MAIAY,001G000000urMtiIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Helicopter pilot - SISILI (inforce),Low,"Wanted a SISILI run for an inforce policy.  Need Kelly to manually transfer CSV and DB values in to spreadsheet and run payout scenario.  Waiting for that.

Client rated - $5/$1000",True,2014-08-27T21:10:49.000+0000,False,False,005G0000002gyDWIAY,2014-02-27T22:15:47.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(250) 763-1114 x 4266,(250) 801-0174,kelly.baldwin@freedom55financial.com,(250) 763-2214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4417.0
500G000000KdkmNIAR,False,,00004726,003G000001EHvmHIAT,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Real estate investors (married),Medium,"Previously worked up north.  Doesn't believe in / trust banks.  Has put all assets in to real estate.

See notes from chat with Andre.",True,2014-04-09T21:17:24.000+0000,False,False,005G0000002gyDWIAY,2014-02-27T22:30:56.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604) 455-0133 ext 234,,yann.yi@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4417.0
500G000000KdknfIAB,False,,00004727,003G000001EHvmHIAT,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Chevron franchisee,Medium,"Followed father's business plan... buy business, built it up, pass on to children.  Has 7 siblings.  Married with children.  Does not believe in investments... business only.",True,2014-04-09T21:17:48.000+0000,False,False,005G0000002gyDWIAY,2014-02-27T22:32:25.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604) 455-0133 ext 234,,yann.yi@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4417.0
500G000000KeB6fIAF,False,,00004728,0030A0000029drmQAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,246768 - Hedstrom Mechanical Ltd. (Open Enrollment),Medium,"Effective March 15th, 2014
2 Employees",True,2014-02-28T18:26:23.000+0000,False,False,005G0000002gy3gIAA,2014-02-28T18:26:05.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)922-1697,,scott@scottpollock.ca,(780)922-1550,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4416.0
500G000000KeBMcIAN,False,,00004729,003G000001Yizw4IAB,001G0000011aHBUIA2,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Investment Centre,Medium,"Yue required help placing some trades on Investment Centre.

I referred her to Vicky Lambert.",True,2014-03-18T15:26:42.000+0000,False,False,005G0000002gxzdIAA,2014-02-28T18:31:37.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514) 331-5838 x 304,,yue.yang@freedom55financial.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4416.0
500G000000KeCYUIA3,False,,00004730,003G0000018f7JVIAY,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Lance Dawe,High,Inquiry on inforce max funded UL,True,2014-02-28T19:42:37.000+0000,False,False,005G0000002gyB3IAI,2014-02-28T19:42:28.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(709)743-5611,(709) 743-5611,kent.nash@ashtreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4416.0
500G000000KeCcqIAF,False,,00004731,003G0000018f73wIAA,001G000000urMtbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Imposition produit assurance vie,Medium,Fourni les réponses sur l'imposition Lors de certains façons de disposer des $$$ de la police ass vie (email le 28 fev 2014),True,2014-02-28T19:46:49.000+0000,False,False,005G0000002gy1iIAA,2014-02-28T19:46:39.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(418)439-1080,(418) 657-0228,guylaine@refleka.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4416.0
500G000000KeCdQIAV,False,,00004732,003G0000018f7IhIAI,001G000000urMtaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Dossier Tremblay,Medium,"Vais-je finir par avoir toutes les infos pour que Benoit puisse faire la planif... il semble que le client a remis une demande au CTB de nous fournir les infos... à suivre.!
29 mai, toujours rien reçu de Martin....
7 nov 2014, tjrs rien reçu de Martin...",True,2015-01-12T15:20:16.000+0000,False,False,005G0000002gy1iIAA,2014-02-28T19:50:47.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,418-622-7077,(418) 455-4800,martin.fluet@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4416.0
500G000000KeDcmIAF,False,,00004733,003G000001WspSEIAZ,001G000001EWVMnIAP,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Sarens (AMENDMENT),Medium,"CLASS 1: change name from Canada Crane Services Inc. To Management								
change class 2 name from Employees of Sarens Heavy life Canada Ltd. To All other Employees								
Class 1:								
change life / AD&D from flat 80 to 2x salary to 300 max								
Add flat CI @ 25K Enhanced								
increase Basic and Major DC from 1500 to 2500 max and add orth at 50% at 2,000 max								
								
class 2:								
change life / AD&D from 3x to 1x salary with 300k max								
Add flat CI enhanced at 25K								
reduce dependant life to 10K								
parameds to 500								
add major DC at 50% combined, 2,000 max, add ortho at 50% and 1,500 max",True,2014-02-28T20:55:32.000+0000,False,False,005G0000002gyDnIAI,2014-02-28T20:52:08.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 475-5191,(780) 977-9210,trevor@esrm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4416.0
500G000000KeYANIA3,False,,00004734,003G0000018f6SsIAI,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Seg fund inquiry,Medium,Ron had an inquiry about our maturity guarantee on the seg funds.,True,2014-03-03T17:54:03.000+0000,False,False,005G0000002gxzdIAA,2014-03-03T17:53:34.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(514)331-5838,,ron.moscovitch@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4413.0
500G000000KeYuLIAV,False,,00004735,003G0000018f7S7IAI,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Northern Alberta 277467 inc o/m + nem for ltd/std,Medium,,False,,False,False,005G0000002gy2oIAA,2014-03-03T18:38:21.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(587)855-6836,,greg@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4413.0
500G000000KeZWUIA3,False,,00004736,0030A0000029jIwQAI,001G000000wjNrYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,287852 - RSO Ventures Ltd. (Change MRP class name and add 1 EE),Medium,"Effective March 15, 2014
No additional premium",True,2014-03-03T19:12:26.000+0000,False,False,005G0000002gy3gIAA,2014-03-03T19:12:13.000+0000,005G0000002gy0UIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)722-8482,,craig.anheliger@awme.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3gIAA,,,,,,,0.0,0.0,0.0,,False,4413.0
500G000000KeZgkIAF,False,,00004737,0030A0000029aoPQAQ,001G000000urNBUIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,FH Fire Monitoring,Medium,has a Canadian employee working full time for them in Florida.  Is she covered.,True,2014-03-03T19:21:41.000+0000,False,False,005G0000002gy6XIAQ,2014-03-03T19:21:29.000+0000,005G0000002gy6XIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519)679-4911,(519) 871-5925,p_perry7@hotmail.com,(519)679-0623,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,2.0,0.0,0.0,,False,4413.0
500G000000KeaRkIAJ,False,,00004738,003G0000018f7SHIAY,001G000000urMx4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,OSI Network (AMENDMENT),Medium,added MRP for all employees,True,2014-03-03T20:09:01.000+0000,False,False,005G0000002gyDnIAI,2014-03-03T20:08:50.000+0000,005G0000002gyDnIAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4413.0
500G000000KeamUIAR,False,,00004739,003G0000018f6fYIAQ,001G000000urMvgIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,257280 Walls Alive open enrollment $929.53 add prem/mth,Medium,,True,2014-03-03T20:28:46.000+0000,False,False,005G0000002gy37IAA,2014-03-03T20:28:40.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780)905-6594,(780) 905-6594,doug@rtradvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4413.0
500G000000KebS0IAJ,False,,00004740,003G000001ZfIDDIA3,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,$100 PAC but I want to buy 9 funds,Medium,"No, a minimum fund purchase requires $25 so if the client wants to PAC you can at most buy 4 funds.  Or, buy the FOLIO fund for all the $100 as this is considered only 1 fund. Then rebalance to individual funds later on

Rob liked this idea and will buy the FOLIO fund instead of using the PWC recommendation of 9 funds",True,2014-03-03T21:04:39.000+0000,False,False,005G0000002gy7yIAA,2014-03-03T21:04:32.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 276-1177 x504,(647) 389-0389,robert.mazur@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4413.0
500G000000Kec77IAB,False,,00004741,003G000001NrUi5IAF,001G000000urMouIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Business Owner Solutions,Medium,Meeting took place to discuss positioning DI for a Few different cases she is working on for Select Business Owners.  Including Product Knowledge and Sales.,True,2014-03-28T19:54:00.000+0000,False,False,005G0000003VD0hIAG,2014-03-03T21:50:01.000+0000,005G0000003VD0hIAG,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(204) 489-1012 x495,(204) 930-6343,zsanett.barna@freedom55financial.com,(204) 489-1035,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003VD0hIAG,,,,,,Marketing Piece;Analysis Document,1.0,0.0,0.0,,False,4413.0
500G000000KeivEIAR,False,,00004742,003G0000018f7EFIAY,001G000000urMvOIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,End Client Question,Medium,Brian was inquiring on how the LIB reset worked when it happened in December of last year.  I provided him the calculation from Elizabeth Schultz.,True,2014-03-04T14:57:35.000+0000,False,False,005G0000002gy9PIAQ,2014-03-04T14:57:23.000+0000,005G0000002gy9PIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,905-315-9060,,brian@millcroftfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Quotation,1.0,0.0,0.0,,False,4412.0
500G000000KelFuIAJ,False,,00004743,003G0000018f6hEIAQ,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,CI Claims,High,"Had question on Colon Cancer, his client has it and Tony thought client had to be off work for certain amount of time  to claim on CI.
I clarified how CI works and what the claims process looks like. I printed off the forms for cancer and gave them to Tony",True,2014-03-04T17:29:44.000+0000,False,False,005G0000002gyG3IAI,2014-03-04T17:29:25.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519) 566-4723,,tonynader02@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4412.0
500G000000KelSMIAZ,False,,00004745,003G0000018f6vMIAQ,001G000000urMpnIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Prelim for Life-sleep apnea,Low,client got 50% rating on ci so i went to underwriting on life side to see what we could expenct if he applied for 500K of Term,True,2014-03-04T17:52:19.000+0000,False,False,005G0000002gyG3IAI,2014-03-04T17:51:51.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(226)216-2690X312,(519) 984-1206,tim@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4412.0
500G000000KelWRIAZ,False,,00004744,003G0000018f7GxIAI,001G000000urMphIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Competitor vs NOn Can,Medium,mara was looking for the differences betweeen the products. I emailed her a comparison,True,2014-03-04T17:45:25.000+0000,False,False,005G0000002gyG3IAI,2014-03-04T17:45:05.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519)967-1180,(519) 977-3064,mderikx@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4412.0
500G000000KelfTIAR,False,,00004746,003G0000018f6nQIAQ,001G000000urMplIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Dennotter,Medium,"moe called me to review the denotter file, client we met with last year.
he is writting her up and wanted to go over the GWL and LL proposals we disucssed. he has decided to go with the LL",True,2014-06-25T16:51:19.000+0000,False,False,005G0000002gyG3IAI,2014-03-04T17:55:48.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519)728-9431,(519) 818-5128,moejr@momayu.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4412.0
500G000000KelfsIAB,False,,00004747,003G0000018f6nQIAQ,001G000000urMplIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Dennotter,Medium,"moe called me to review the denotter file, client we met with last year.
he is writting her up and wanted to go over the GWL and LL proposals we disucssed. he has decided to go with the LL",True,2014-03-04T17:56:15.000+0000,False,False,005G0000002gyG3IAI,2014-03-04T17:56:05.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(519)728-9431,(519) 818-5128,moejr@momayu.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4412.0
500G000000KenewIAB,False,,00004748,003G0000018f7YXIAY,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - DiLalla,Medium,"Jim is looking after a group life conversion in Niagara Falls.

female, 55, NS, $176,000 to convert",True,2015-10-15T20:14:14.000+0000,False,False,005G0000002gy2jIAA,2014-03-04T19:59:25.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)468-8575,(905) 328-6788 *,jim.garrett@garrettinsurance.ca,(905)684-9375,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4412.0
500G000000Keoa2IAB,False,,00004749,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Karach Welding 230661 nem ltd inc add prem 25.09,Medium,,False,,False,False,005G0000002gy37IAA,2014-03-04T20:56:00.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4412.0
500G000000KevyzIAB,False,,00004750,003G000001aRuxJIAS,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA rules and philosphy.  Can we do a fund TFSA?,Medium,"Client doubted Scott that a TFSA can hold mutual funds as they felt on bank account or GIC TFSA were available.  

Wrong. we have QGOF TFSA and a LL TFSA or the client can own a self directed TFSA with Stocks, ETF', etc.",True,2014-03-05T15:45:35.000+0000,False,False,005G0000002gy7yIAA,2014-03-05T15:44:33.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905) 276-1177 x494,(647) 296-5500,scott.mcmaster@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4411.0
500G000000KewNQIAZ,False,,00004751,003G0000018f7SAIAY,001G000000urMSLIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Main Street Medical 289541 - co name change + eft change,Medium,,True,2014-03-05T16:10:11.000+0000,False,False,005G0000002gy37IAA,2014-03-05T16:10:03.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4411.0
500G000000KeyWAIAZ,False,,00004752,003G0000018f7StIAI,001G000000urMx8IAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,285663 Rhino Specialty added MRP,Medium,,False,,False,False,005G0000002gy37IAA,2014-03-05T18:15:11.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(780) 415-5754,,gshields@lloydsadd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4411.0
500G000000Kf1V6IAJ,False,,00004753,003G0000018f7S7IAI,001G000000urMxaIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,281347 St. Albert Soccer - changed anniversary date,Medium,,True,2014-03-05T20:53:11.000+0000,False,False,005G0000002gy2oIAA,2014-03-05T20:53:05.000+0000,005G0000002gy2tIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(587)855-6836,,greg@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4411.0
500G000000Kf8JlIAJ,False,,00004754,003G0000018f7J6IAI,001G000000urMpDIAU,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Rod & Daiana McCarthy,High,$35K premium,False,,False,False,005G0000002gy4gIAA,2014-03-06T14:10:47.000+0000,005G0000002gy4gIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(705)707-5574X202,(705) 492-3913,kelly@llpg.ca,(705)707-1018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4410.0
500G000000Kf8MfIAJ,False,,00004755,003G0000018f7C4IAI,001G000000urMrpIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Girsish Dwiverdi,High,,False,,False,False,005G0000002gy4gIAA,2014-03-06T14:14:40.000+0000,005G0000002gy4gIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4gIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4410.0
500G000000KfCkvIAF,False,,00004756,003G0000018f6Y5IAI,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client is looking to RRIF,Medium,"Bob has clients who are looking to RRIF existing funds and Bob wanted to understand what options the client had.  I took him through LIB, annuity and RRIF as the three options and discussed how it would be best to first understand what the client's income objectives are and their goals and then we could discuss which option(s) might be best for them.",True,2014-03-06T18:46:09.000+0000,False,False,005G0000002gy9PIAQ,2014-03-06T18:45:58.000+0000,005G0000002gy9PIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)988-8530,,robert@rgfraseragency.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Concept,1.0,0.0,0.0,,False,4410.0
500G000000KfDMvIAN,False,,00004757,003G0000018f6WaIAI,001G000000urMniIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,IRR perm insurance,Medium,"53 yo looking for tax sheltered investments and wanted the IRR or par insurance.

Also has 23 yo son - looking at opportunity to put insurance on son instead - understanding the loss of estate value but the longer-term cash value impact.",True,2014-03-06T19:20:04.000+0000,False,False,005G0000002hHYOIA2,2014-03-06T19:19:55.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(604)689-1777,(604) 760-7327,chuck.grossholz@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4410.0
500G000000KfE98IAF,False,,00004758,003G0000018f6euIAA,001G000000urMqQIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Darren Sonnenburg,Medium,Client is unhappy with performance.  It is another client that Sam purchased from an advisor and whoever the advisor is loaded up client portfolios with Precious Metals and Resource funds.  Provided Sam with more talking points and Portfolio Insights,True,2014-03-06T20:00:35.000+0000,False,False,005G0000002gy9PIAQ,2014-03-06T20:00:27.000+0000,005G0000002gy9PIAQ,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)682-2651,(289) 969-8339,sam@ferratofinancialhealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document;Presentation,1.0,0.0,0.0,,False,4410.0
500G000000KfEctIAF,False,,00004759,003G0000018f6wCIAQ,001G000000urMqKIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Hover/Cino,Low,Pension transfer questions,True,2015-04-21T12:02:05.000+0000,False,False,005G0000004dLs8IAE,2014-03-06T20:27:48.000+0000,005G0000002gy6cIAA,2023-12-15T04:32:21.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:21.000+0000,(905)870-5865,(905) 870-5865,krista@madurifinancialgroup.com,,,,,,,,,,,Canada Life,Canada Life,,,0.0,,,0.0,False,,,,,,005G0000004dLs8IAE,,,,,,,0.0,0.0,0.0,,False,4410.0
500G000000KfEfnIAF,False,,00004760,0030A0000029of0QAA,001G000000wjNqYIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Pentacon Energy Services (AMENDMENT),Medium,VARIOUS CHANGES,True,2014-03-06T20:31:10.000+0000,False,False,005G0000002gyDnIAI,2014-03-06T20:30:52.000+0000,005G0000002gyDnIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)431-0527,(780) 581-7111,justin.bowtell@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDnIAI,,,,,,,0.0,0.0,0.0,,False,4410.0
500G000000KfFAWIA3,False,,00004761,003G0000018f6d4IAA,001G000000urMv3IAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,End Client Question,In Person,,White R/Roden,Low,Looking into Mortgage Trust funds,False,,False,False,005G0000004dLs8IAE,2014-03-06T21:03:10.000+0000,005G0000002gy6cIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,905-332-3400,,whitehaven.wealth.management@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dLs8IAE,,,,,,Analysis Document,0.0,0.0,0.0,,False,4410.0
500G000000KfGCdIAN,False,,00004762,003G0000018f6tUIAQ,001G000000urMoeIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Ryan needed MER Comparison,Medium,Ryan needed Assitance determining PS1 pricing. For existing client who now qualifies for HNW.  Advised I would send him a fee analysis.,True,2014-03-06T22:04:01.000+0000,False,False,005G0000002hAGmIAM,2014-03-06T22:04:01.000+0000,005G0000002hAGmIAM,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)702-5807X228,,ryan@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hAGmIAM,,,701G0000000ar0qIAA,,,Analysis Document,0.0,0.0,0.0,,False,4410.0
500G000000KfNkhIAF,False,,00004764,003G0000018f6XlIAI,001G000000urMv4IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,261804 All Out Auto added affiliate + 2 new ee's,Medium,,True,2014-03-07T16:43:10.000+0000,False,False,005G0000002gy2oIAA,2014-03-07T16:43:03.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2oIAA,,,,,,,0.0,0.0,0.0,,False,4409.0
500G000000KfP1AIAV,False,,00004765,003G0000018f7DMIAY,001G000000urMslIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Jeff Sears File Review,Medium,Looked for opportunities with inforce file. Gave Darrell a list of questions to f/up with the client.,True,2014-03-07T18:09:08.000+0000,False,False,005G0000002gyB3IAI,2014-03-07T18:08:58.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(709)682-1543,(709) 682-1543,darrell@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4409.0
500G000000KfPLTIA3,False,,00004766,003G000001I2aAXIAZ,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Term Conversion to UL age 70,Medium,Client is 70 but still within the coversion grace period..,True,2014-03-07T18:14:25.000+0000,False,False,005G0000002gyB3IAI,2014-03-07T18:14:12.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(709)722-7861,(709) 765-5041,malcolm@sheppardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4409.0
500G000000KfPPpIAN,False,,00004767,003G0000018f6rCIAQ,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Young Couple - Trevors Clients,Medium,Reviewed planning done for Trevors clients. CLient had insufficent life insurance - permenant coverage will need to be replaced to manage cash flow and to get the right amount of insurance for thier young family,True,2014-03-07T18:18:59.000+0000,False,False,005G0000002gyB3IAI,2014-03-07T18:18:52.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(709)237-3463,(709) 727-2192,craig@lundriganfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4409.0
500G000000KfRhHIAV,False,,00004768,003G0000018f6p7IAA,001G000000urMsJIAU,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Cashable annuity inquiry,Medium,Victor required some marketing information for our LL cashable annuity.,True,2014-03-07T20:18:46.000+0000,False,False,005G0000002gxzdIAA,2014-03-07T20:18:23.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4409.0
500G000000KfSBRIA3,False,,00004769,003G0000018f7XPIAY,001G000000urN5tIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Joint Annuity for Registered Pension Plan,Medium,Wanted to know if joint annuity option is available for a client moving money over from registered pension plan. It is a DC Plan.,True,2014-03-07T20:44:16.000+0000,False,False,005G0000002gy4kIAA,2014-03-07T20:42:29.000+0000,005G0000002gy4kIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905) 639-6443 x28,(905) 617-3000,jracicot@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,1.0,0.0,0.0,,False,4409.0
500G000000KfSnuIAF,False,,00004770,003G0000018f7SBIAY,001G000000urMxNIAU,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,291836 Winfield - delete dc benefits,Medium,,False,,False,False,005G0000002gy37IAA,2014-03-07T21:21:42.000+0000,005G0000002gy2tIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780) 404-9090,(780) 619-0597,darcy@strivefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy37IAA,,,,,,,0.0,0.0,0.0,,False,4409.0
500G000000Kfon6IAB,False,,00004771,003G0000018f6dsIAA,001G000000urMrDIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,help with DI app,Medium,,True,2014-03-10T18:27:17.000+0000,False,False,005G0000002gy2wIAA,2014-03-10T18:27:04.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)660-9414X278,(416) 930-5779,franco@sansonefs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4406.0
500G000000KftmNIAR,False,,00004772,003G0000018f77SIAQ,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Lily Wu,Medium,"Request to provide more info to underwriter, currently declined.",True,2014-05-13T20:49:28.000+0000,False,False,005G0000002gyGaIAI,2014-03-10T22:59:08.000+0000,005G0000002gyGaIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604)564-9324,6048802766,nick@anchorpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,2.0,0.0,0.0,,False,4406.0
500G000000KfzZ9IAJ,False,,00004773,003G0000018f6rgIAA,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Ctr of Influence - Personal Tax Return Co.,Medium,Cross sell services presentation,True,2017-09-05T16:59:40.000+0000,False,False,005G0000002gy9vIAA,2014-03-11T14:24:53.000+0000,005G0000002gy9vIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(705)761-6645,(705) 761-6645,brian@heritagewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4405.0
500G000000KfzzKIAR,False,,00004774,003G000001UQSLuIAP,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client marketing for RESP,Medium,Nothing useful on the shelf so I went into our locked Supply room to get a couple of Mackenzie RESP guides which are well written.,True,2014-03-11T14:48:00.000+0000,False,False,005G0000002gy7yIAA,2014-03-11T14:47:49.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(416)797-9316,(416) 797-9316,frank@bluespringfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4405.0
500G000000LHr3JIAT,False,,00004775,003G0000018f6Z0IAI,001G000000urMrDIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,"client age 66, directed to explore Lloyd's Personal Accident",Low,,True,2014-03-11T20:20:04.000+0000,False,False,005G0000002gy2wIAA,2014-03-11T20:19:51.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905) 660-9414 X270,,bruce.bonnar@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4405.0
500G000000LHzXNIA1,False,,00004777,003G0000018f7z2IAA,001G000000urN79IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Retiring Allowance,Medium,"Client had transferred retiring allowance to JB in Feb and had questions regarding the tax slip received and how to claim it. Discussed, but ultimately recommended the client discuss this with his accountant.",True,2014-03-12T15:28:31.000+0000,False,False,005G0000002gy6dIAA,2014-03-12T15:28:22.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(204) 478-8500,,jbrownell@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4404.0
500G000000LHzcpIAD,False,,00004776,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,OAS Allowance,Medium,Clients were applying for CPP and questioned what the Allowance was. I sent info via email.,True,2014-03-12T15:26:18.000+0000,False,False,005G0000002gy6dIAA,2014-03-12T15:26:02.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,2.0,0.0,0.0,,False,4404.0
500G000000LI045IAD,False,,00004778,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,First tiime running an annuity quote,Medium,"We downloaded the Excel file from Advisor Site (RRIF, LIF illustration software)
> we changed EXCEL to permit MACROs to run",True,2014-03-12T15:54:34.000+0000,False,False,005G0000002gy7yIAA,2014-03-12T15:54:25.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4404.0
500G000000LI19pIAD,False,,00004779,003G0000018f6hQIAQ,001G000000urMovIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Fewler Moderate HNW,Medium,Stefane has a case where he wants to move the money from old segs to the HNW program. I built him a portfolio and a pricing comparison sheet in excel.,True,2014-03-12T16:57:16.000+0000,False,False,005G0000002gyFjIAI,2014-03-12T16:56:57.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(204)975-9292X3,(204) 797-6808,stefane.berard@berardfinancialgroup.com,(204)410-1144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,701G0000000ar0qIAA,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4404.0
500G000000LI1ATIA1,False,,00004780,003G0000018f7x0IAA,0015o000008Cz0HAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Rebalancing,Medium,Leander & Lorne called with many questions on how auto rebalancing works and how to incorporate for various portfolios.,True,2014-03-12T16:57:24.000+0000,False,False,005G0000002gy6dIAA,2014-03-12T16:57:12.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306)359-1999,(306) 533-0110,leander@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4404.0
500G000000LI1KEIA1,False,,00004781,003G0000018f7JnIAI,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Phone,,UW for Child with heart condition,Low,Discussed using Manu and or CTP rider,False,,False,False,005G0000003SxRoIAK,2014-03-12T17:05:38.000+0000,005G0000003SxRoIAK,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519)371-7066,(519) 378-3597,robelder@engagedfinancial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4404.0
500G000000LIG4fIAH,False,,00004782,003G000001XrvRQIAZ,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Underwriting,Medium,Investigate insurability of a diabetic,False,,False,False,005G0000002gyB3IAI,2014-03-13T17:43:34.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(709) 722-7861 Ext 243,,michelle.smith@freedom55financial.com,(709) 739-0424,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4403.0
500G000000LISpjIAH,False,,00004783,003G000001EHvmHIAT,001G000000urMthIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Heavy equip operator. Needed off the job accident coverage.,Medium,,True,2014-03-14T17:36:49.000+0000,False,False,005G0000002gyDWIAY,2014-03-14T17:36:49.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604) 455-0133 ext 234,,yann.yi@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4402.0
500G000000LITocIAH,False,,00004784,003G000001IjNTxIAN,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIF Max,Medium,"Client has a QGOF LIF and needs more income from it.  The max LIF income is reported on Investment Centre.

We also discussed the tools you can use to derive the LIF max (Excel RRIF/LIF illustration and NaviPlan)",True,2014-03-14T18:34:57.000+0000,False,False,005G0000002gy7yIAA,2014-03-14T18:34:51.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(647)529-0116,(647) 529-0116,melissa@melissakerman.com,(844)333-0407,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4402.0
500G000000LIUf8IAH,False,,00004785,003G0000018f7bzIAA,001G000000urN9QIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,LUSSIER Yves  10022498,Medium,M. Raymond m'a faxé une demande de changement de bénéficiaire. Nous ne pouvons accepté cette méthode de transmission. La signature originale est requise. J'ai avisé M. Raymond par courriel de poster le formulaire original à Sylvie Tremblay.,True,2014-11-30T01:25:00.000+0000,False,False,005G0000002gy1UIAQ,2014-03-14T19:50:13.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 990-5566,(514) 815-1999,info@planifix.com,(450) 669-2773,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4402.0
500G000000LIV1jIAH,False,,00004787,003G0000018f7DxIAI,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Insurance for estate,Medium,client had term coverage and was looking to convert to permenant but wasn't going to be able to get a perm contact because she was a missionary.- only option was to convert group to perm when retired,True,2014-03-14T20:01:33.000+0000,False,False,005G0000002hHYOIA2,2014-03-14T20:01:26.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,604-685-6521,,,,,,,,,,,,,Canada Life,Canada Life,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4402.0
500G000000LIV2VIAX,False,,00004786,003G0000018f7bzIAA,001G000000urN9QIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,POULIN David   J026924T,Medium,M. Raymond m'a faxé une demande de réduction de la couverture. J'ai remis le formulaire à Sylvie Tremblay pour traiter le demande.,True,2014-11-30T01:31:09.000+0000,False,False,005G0000002gy1UIAQ,2014-03-14T19:51:15.000+0000,005G0000002gy1UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514) 990-5566,(514) 815-1999,info@planifix.com,(450) 669-2773,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1UIAQ,,,,,,,0.0,0.0,0.0,,False,4402.0
500G000000LIVGwIAP,False,,00004788,003G000001NriyUIAR,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Grad Program,Medium,Client new MBA looking to get in the Grad Program,True,2014-03-14T20:07:41.000+0000,False,False,005G0000002hHYOIA2,2014-03-14T20:07:36.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,604-685-6521,(778) 996-1033,jessica.lan@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4402.0
500G000000LIoDqIAL,False,,00004789,003G0000018f7YXIAY,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Crane,Medium,"Jim is looking after this group life conversion from Dofasco, temination is July 2014.

female, NS, 60 yrs old, $200,000 to convert",True,2015-10-15T20:13:37.000+0000,False,False,005G0000002gy2jIAA,2014-03-17T14:27:46.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)468-8575,(905) 328-6788 *,jim.garrett@garrettinsurance.ca,(905)684-9375,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,,0.0,0.0,0.0,,False,4399.0
500G000000LIoOtIAL,False,,00004790,003G0000018f7HTIAY,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Taxation inquiry relating to client's RRSP account,Medium,Richard needed to know what would happen to client's RRSP account in the event of divorce.,True,2014-03-17T15:48:39.000+0000,False,False,005G0000002gxzdIAA,2014-03-17T14:37:53.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)331-5838,(514) 812-3668,contact@caowealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4399.0
500G000000LIt59IAD,False,,00004791,0030A0000029mRtQAI,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Rate of return discussion,Medium,Fran required to see the most recent returns for our seg funds.,True,2014-03-17T18:58:49.000+0000,False,False,005G0000002gxzdIAA,2014-03-17T18:58:18.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)331-5838X269,,fran.hepworth@londonlife.com,(514)331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4399.0
500G000000LIyMUIA1,False,,00004792,003G0000018f7h1IAA,001G000000urN8fIAE,,,,,,CI,012G00000012AYVIA2,Postponed,Product Question,Email,,Rachat de parts en force,Medium,Information demandée concernant la fiscalité du rachat de parts.,False,,False,False,005G0000002gy8EIAQ,2014-03-18T01:05:08.000+0000,005G0000002gyBhIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)362-8400,(514) 261-8264,shiv@oberoifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8EIAQ,,,,,,,0.0,0.0,0.0,,False,4399.0
500G000000LJ30BIAT,False,,00004793,003G0000018f6reIAA,001G000000urMouIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Q Series to HNW + Portfolio Review,Medium,"Jeff had a case where he wanted to have a Moderate portfolio designed for the N series. I designed the portfolio, gave him PALTRAK illustrations, and reviewed an existing portfolio and recommended changes.",True,2014-03-18T14:30:33.000+0000,False,False,005G0000002gyFjIAI,2014-03-18T14:29:13.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(204)489-1012,(204) 228-6875,jeff@gerwingplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,Quadrus existing client,,,,,005G0000002gyFjIAI,,,701G0000000ar0qIAA,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4398.0
500G000000LJ7RpIAL,False,,00004795,003G0000018f6koIAA,001G000000urMsqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,Product Question,Phone,,INSAISISSABILITÉ DES FONDS DISTINCTS,Medium,"Info générale su l'insaisissabilité des fonds distincts.  REER et non enr.
Envoyer le bulletin Technique avancée Fds distincs ou Fonds comm. placement.  A faire vérifier, paragraphe compromettant.
A suivre",False,,False,False,005G0000002gy87IAA,2014-03-18T18:33:36.000+0000,005G0000002gy87IAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,819-346-5224,,simon.leclerc@financiereliberte55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4398.0
500G000000LJ7TGIA1,False,,00004794,003G0000018f77DIAQ,001G000000urMsqIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Postponed,Product Question,Email,,RVER mise en marché,High,"Info complète pour le RVER.
Qui, quand, comment , le RVER sera mis en marché vers juillet 2014.
Document GRS et article pers. envoyé le 18 mars.",False,,False,False,005G0000002gy87IAA,2014-03-18T18:31:25.000+0000,005G0000002gy87IAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(819)812-1022,(450) 558-3820,myriam@laforteresse.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy87IAA,,,,,,,0.0,0.0,0.0,,False,4398.0
500G000000LJ9efIAD,False,,00004796,003G0000018f725IAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,comp on term re-write,Low,,True,2014-03-18T20:28:16.000+0000,False,False,005G0000002gy2wIAA,2014-03-18T20:28:01.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,905-660-9414,,nelson.espino@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4398.0
500G000000LJ9jqIAD,False,,00004797,003G0000018f7A0IAI,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,inspection report waived - interpretation,Low,,True,2014-03-18T20:31:46.000+0000,False,False,005G0000002gy2wIAA,2014-03-18T20:31:31.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)475-0122,,kevin.wong@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4398.0
500G000000LJ9llIAD,False,,00004798,003G0000018f7HMIAY,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Asignment Process and form confirmation,Low,,True,2014-03-18T20:32:52.000+0000,False,False,005G0000002gy2wIAA,2014-03-18T20:32:42.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,416-789-4527,,keyhan.nourmofidi@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4398.0
500G000000LJAybIAH,False,,00004799,003G0000018f7HOIAY,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,"UL rating reduction on Med 3, via MA Susan Haviland",Low,,True,2014-03-18T21:28:35.000+0000,False,False,005G0000002gy2wIAA,2014-03-18T21:28:26.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,905-660-9414,,shantelle.gentile@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4398.0
500G000000LJCyTIAX,False,,00004800,003G0000018f6ynIAA,001G000000urMsJIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Client declined for LL Par,Medium,"Discussed alternatives if client will be reconsidered as well as options for UL products. 
Vicky is interested only in Manulife- discussed conevrsion of term after 90 days and advisor compensation",True,2014-08-27T16:19:36.000+0000,False,False,005G0000002iOMUIA2,2014-03-18T23:53:05.000+0000,005G0000002iOMUIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)931-4242,(514) 803-6826,vicky@zhangwealth.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,,,,,0.0,0.0,0.0,,False,4398.0
500G000000LJDHVIA5,False,,00004801,003G0000018f77eIAA,001G000000urMtTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,GWL case follow up,Medium,FOllow up on underwrting with GWL,True,2014-05-30T17:58:44.000+0000,False,False,005G0000002iOMUIA2,2014-03-19T00:42:55.000+0000,005G0000002iOMUIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(819)307-7477,(819) 639-7665,martin.leduc@sgpp.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,,,,Quotation,0.0,0.0,0.0,,False,4398.0
500G000000LJPsUIAX,False,,00004802,003G0000018f6yjIAA,001G000000urMquIAE,,,,,,DI,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Complex Case,Medium,Review the process of transfering policies out of a WLRP. Provided email regarding options for their clients.,False,,False,False,005G0000002gy9EIAQ,2014-03-19T20:21:38.000+0000,005G0000002gyBtIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,416-291-0451,,van.ta@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9EIAQ,,,,,,,1.0,0.0,0.0,,False,4397.0
500G000000LJZdgIAH,False,,00004803,003G0000018f6pIIAQ,001G000000urMr2IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,"Issue concerns, i.e. timing",Medium,,True,2014-03-20T17:18:21.000+0000,False,False,005G0000002gy2wIAA,2014-03-20T17:16:53.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(416)789-4527,647-999-4884,robert@romasfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4396.0
500G000000LJZp3IAH,False,,00004804,003G0000018f6lHIAQ,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Non-resident business owner (partner in restaurant),Low,,True,2014-03-20T17:27:05.000+0000,False,False,005G0000002gy2wIAA,2014-03-20T17:26:54.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,416-789-4527,,dikema.etto@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4396.0
500G000000LJbOOIA1,False,,00004805,003G0000018f7CZIAY,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Temporary Income info,Medium,Gilles needed to know more information on temporary income,True,2014-03-20T18:43:54.000+0000,False,False,005G0000002gxzdIAA,2014-03-20T18:43:28.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)331-5838,,gilles.caron@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4396.0
500G000000LJbuyIAD,False,,00004806,003G0000018f6beIAA,0015o000008CyvsAAC,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Product Question,Medium,needed an in-force IAT which I provided,False,,False,False,005G0000002gy9ZIAQ,2014-03-20T19:06:24.000+0000,005G0000002gy9ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(204)594-8331,,patrick@blackwoodfes.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,4396.0
500G000000LJe9CIAT,False,,00004807,003G000001D4l1GIAR,001G000000urNByIAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Rep not able to access applications online,Medium,Provided PDF and confirmed it had printed and that Jody was comfortable with filling it out.  Provided cell# for any questions that arose... meeting was less than an hour out.,True,2014-03-20T21:09:32.000+0000,False,False,005G0000002h9VHIAY,2014-03-20T21:08:52.000+0000,005G0000002h9VHIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519) 453-5049 Ext 4104,,jclark@ody.ca,(519) 453-3097,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9VHIAY,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4396.0
500G000000LJq0DIAT,False,,00004808,003G0000018f6tKIAQ,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,"Wessel, Doug",Medium,Alberta.  Not home oftern.  F/U later.,True,2014-08-27T21:10:59.000+0000,False,False,005G0000002gyDWIAY,2014-03-21T19:46:05.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250) 763-1114 x261,(250) 826-7355,david.kilpatrick@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4395.0
500G000000LK7TAIA1,False,,00004809,003G0000018f6eOIAQ,001G000000urMuwIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Millbrook Band Council,Medium,HO received call from John Gloade re: letter rec'd requesting repayment of overpaid LTD amount with regards to deceased wife Sheila Gloade's LTD Claim.  Mr. Gloade and the Band do not feel this money should be paid back.  I have confirmed with HO that it was an overpayment due to Ms. Gloade also receiving CPP while on claim.  Ms. Gloade had signed a letter indicating she was aware she would be responsible for any overpayment.  I have tried several times to reach John Gloade's cell number however message I receive is that the cell number is unable to answer.,True,2014-04-21T14:57:35.000+0000,False,False,005G0000002gy7UIAQ,2014-03-24T12:01:43.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(506)649-6400,,tstephen@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4392.0
500G000000LKAAjIAP,False,,00004810,003G0000018f7ORIAY,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Pharmacist,Medium,"Spoke with Maqsood about a client who wishes to invest without his families knowledge. Informed him that really we have no way of secrecy other than confidentiality rules for clients. Client also didn't want to lose any money at all so I informed him our only options were GIO's or money market. Maqsood decided to go with money market. Also, he wishes me to join him on his next appointment in June to speak with the client. I agreed.",True,2014-03-24T15:07:18.000+0000,False,False,005G0000002gyFjIAI,2014-03-24T15:07:07.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(204) 489-1012 x339,,mohammad.maqsood@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,,,,,0.0,0.0,0.0,,False,4392.0
500G000000LKNsIIAX,False,,00004811,003G0000018f6buIAA,001G000000urMsPIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Bonnet,Medium,"se demande comment ne plus payer la police reduced paid up pas possible, mais congé partiel vers Novembre.",True,2014-08-21T18:07:31.000+0000,False,False,005G0000002gxzjIAA,2014-03-25T14:06:18.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)674-8999,(514) 294-1011 Do not call,micheline.hotte@gestiontrinergia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4391.0
500G000000LKOROIA5,False,,00004812,003G0000018f6dsIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Non-resident prospect,Medium,,True,2014-03-25T14:39:07.000+0000,False,False,005G0000002gy2wIAA,2014-03-25T14:38:11.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)660-9414X278,(416) 930-5779,franco@sansonefs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4391.0
500G000000LKPBBIA5,False,,00004813,003G000001JdAOQIA3,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Comparaison des coûts,Medium,Je lui ai trouvé les coûts de CSST et d'AE pour un monteur de ligne gagnant 100 000$. Il paierait plus de 5000$ en CSSt et de 900$ en AE....,True,2014-03-25T15:14:24.000+0000,False,False,005G0000002gy1SIAQ,2014-03-25T15:14:06.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450) 420-2555,(514) 247-5930,guillaume@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4391.0
500G000000LKPNHIA5,False,,00004814,003G0000018f6pIIAQ,001G000000urMr2IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,End Client Question,Low,,True,2014-03-28T15:23:37.000+0000,False,False,005G0000002gy2wIAA,2014-03-25T15:24:40.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(416)789-4527,647-999-4884,robert@romasfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4391.0
500G000000LKVXIIA5,False,,00004815,003G0000018f754IAA,001G000000urMmxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,Phone,,Estate Protector Funds,High,Salcak case> age 86 wants security ran through product allocation tool,False,,False,False,005G0000002gy1jIAA,2014-03-25T20:53:58.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250)753-9955,(250) 607-7410,david.edgeley@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzsIAA,,,Analysis Document,0.0,0.0,0.0,,False,4391.0
500G000000LKW0KIAX,False,,00004816,003G0000018f7OBIAY,001G000000urMmxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Retirement Income opportunities- email information,Medium,"Dave is working with an existing client who deals with CIBC. He asked for information regarding thier PPS portfolios. I sent him some competative information. We discussed how to approcah the client. He has a meeting with them March 25th Greene
Case closed moved a sets to London Life",True,2014-07-11T14:24:45.000+0000,False,False,005G0000002gy1jIAA,2014-03-25T21:22:36.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250)668-6387,(250) 668-6387,david@davidmccallum.ca,,,,,,,,,,,CIBC,Other,,,0.0,,,0.0,False,CIBC,,,,,005G0000002gy1jIAA,,,701G0000000aqzsIAA,,,Marketing Piece;Analysis Document;Presentation,0.0,0.0,0.0,,False,4391.0
500G000000LKahxIAD,False,,00004818,003G0000018f6nhIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,,True,2014-03-26T12:36:32.000+0000,False,False,005G0000002gy2wIAA,2014-03-26T12:36:22.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(416)357-4815,,joseph@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4390.0
500G000000LKajOIAT,False,,00004817,003G000001MoAMKIA3,001G000000urMrDIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,,True,2014-04-15T21:30:10.000+0000,False,False,005G0000002gy2wIAA,2014-03-26T12:35:49.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(416)731-3232,(647) 210-2822,andrew@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4390.0
500G000000LKguPIAT,False,,00004819,003G0000018f6R2IAI,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Accessing CSV,Medium,,True,2015-04-08T15:23:47.000+0000,False,False,005G0000003SxRoIAK,2014-03-26T18:42:49.000+0000,005G0000003SxRoIAK,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(226)924-4990,(226) 924-4990,msimpson@genesiswealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4390.0
500G000000LKhSfIAL,False,,00004820,003G0000018f6YZIAY,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Dump cash in to UL & surrender charges,Low,"Client has 6 year-old UL, min funded.  Wants to deposit $50K (can do $20K per month).  Surrender charge already $60K+.  Likely that if he deposited that much it would increase the surrender charge and thus less money available until end of surrender charge period.",True,2014-03-26T19:01:32.000+0000,False,False,005G0000002gyDWIAY,2014-03-26T19:01:24.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(250)763-1114,,dennis@fegefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4390.0
500G000000LKhZWIA1,False,,00004821,003G0000018f6tMIAQ,001G000000urMvHIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Heather and Barry Bower,Medium,"$1.6 million case Quadrus/HNW case. Money is at RBC and Dundee at present. Clients are looking for new portfolio and income 80-90K per year. Have a dentistry business that he is selling as well as owns the building which he will net about 200K. Have a stock portfolio that will be liquidated as well as TFSA, RSPs and a small pension.",True,2014-06-16T16:16:52.000+0000,False,False,005G0000002gxyEIAQ,2014-03-26T19:06:32.000+0000,005G0000002gxyEIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(506)457-5524,,andrew@chamberlainwealth.com,,,,,,,,,,,rbc bank,Other,,,0.0,,,0.0,False,rbc bank,,,,,005G0000002gxyEIAQ,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4390.0
500G000000LKi0iIAD,False,,00004822,003G0000018f7LEIAY,001G000000urMsXIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Avis sur produit de la compétition,Medium,Plan Flex Bleue...,True,2014-03-26T19:45:10.000+0000,False,False,005G0000002gy1SIAQ,2014-03-26T19:45:00.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)577-7501,(514) 577-7501,alain.constantineau@canadavie.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4390.0
500G000000LKiUSIA1,False,,00004823,003G0000018f7IkIAI,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Agriculteur,Medium,Question sur L'exonération du gain en capital pour propriétaire d'une ferme non incorporée...,True,2014-03-26T19:46:42.000+0000,False,False,005G0000002gy1SIAQ,2014-03-26T19:46:35.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,450-687-3971,,pascal.bisson@financiereliberte55.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4390.0
500G000000LKwBIIA1,False,,00004825,003G0000018f6SEIAY,001G000000urMvuIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Bergen CI lapse,High,"Had to ask for an exception to reinstate the ROP rider after policy was lapsed. Jay is extremely frustrated with how HO handles and communicates lapsed LB policies. 

Exception was granted.",True,2014-03-27T14:24:55.000+0000,False,False,005G0000002gyDJIAY,2014-03-27T14:24:45.000+0000,005G0000002gyDJIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4389.0
500G000000LKwJWIA1,False,,00004826,003G000001dNaD2IAK,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Cost base for a non reg mutual fund account,Medium,"Running a report shows ""book value"" of approx $6,300 (1 fund = $6,100 plus a series of year-end distributions reinvested into more units taking the cost base to $6,300)

Yet the main Plan screen on Investment Center show a a much lower book value of $3,598?   Don't know why they differ?   Forwarded to John Yanchus",True,2014-03-28T23:53:24.000+0000,False,False,005G0000002gy7yIAA,2014-03-27T14:33:26.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)291-2527,(905) 515-8205,wendy@binnaclefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4389.0
500G000000LKwxCIAT,False,,00004827,003G0000018f6tjIAA,001G000000urMsbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Option de survivant,Medium,Veux savoir si ça fait partie d'une police problématique conjointe sur laquelle je lui donne un coup de main depuis une semaine.,True,2014-03-27T15:18:29.000+0000,False,False,005G0000002gy1SIAQ,2014-03-27T15:14:14.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)565-8396,(450) 419-2484,michel.payette@gplanifier.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4389.0
500G000000LKx2SIAT,False,,00004828,003G0000018f76RIAQ,001G000000urMsXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Besoin de précision sur formulaire et processus,High,J'ai contacté le service à la clientèle pour confirmer le tout.,True,2014-03-27T15:20:03.000+0000,False,False,005G0000002gy1SIAQ,2014-03-27T15:19:54.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)687-3971X337,(514) 795-8580,ian.barrette@canadalife.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4389.0
500G000000LKxCCIA1,False,,00004829,003G0000018f7LEIAY,001G000000urMsXIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Demande d'Une présentation,Medium,Envoie d'une présentation sur le SPlit$ (Karen me l'a envoyé). Dossier à venir.,True,2014-03-27T15:29:31.000+0000,False,False,005G0000002gy1SIAQ,2014-03-27T15:29:22.000+0000,005G0000002gy1SIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)577-7501,(514) 577-7501,alain.constantineau@canadavie.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy1SIAQ,,,,,,,0.0,0.0,0.0,,False,4389.0
500G000000LL1tLIAT,False,,00004830,003G0000018f6qJIAQ,001G000000urMouIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Competitor versus Protector,High,"Clients don't have mortgage protection-switched vendors recently and need Life and DI replaced to cover mortgage- Wants to place Competitor on both clients for cost effective and for the temporary need.
Jen Davis working on it as well.",True,2014-03-31T20:52:17.000+0000,False,False,005G0000003VD0hIAG,2014-03-27T19:53:10.000+0000,005G0000003VD0hIAG,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(204)488-2038X3,(204) 232-8388,bob@hodsonfinancialinc.com,(204)488-2083,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003VD0hIAG,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4389.0
500G000000LLC7JIAX,False,,00004831,003G0000018f6dsIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Low,,True,2014-03-28T15:24:39.000+0000,False,False,005G0000002gy2wIAA,2014-03-28T15:24:14.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)660-9414X278,(416) 930-5779,franco@sansonefs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4388.0
500G000000LLDBCIA5,False,,00004832,003G0000018f6mlIAA,001G000000urMsHIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Conversion,Medium,"Discussed the tax exempt illustration after RPU special quote- 
Identified how we can keep th epolicy in force and keep it exempt",True,2014-11-04T02:53:10.000+0000,False,False,005G0000002iOMUIA2,2014-03-28T16:26:36.000+0000,005G0000002iOMUIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)931-4242,(514) 576-6118,lou@yongtrust.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,,,,Quotation,0.0,0.0,0.0,,False,4388.0
500G000000LLScJIAX,False,,00004834,003G0000018f79hIAA,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Joint Accout-Canadian Residence & Non-residence,Medium,"Advisor has a client who is not a residence in Canada, with an adult son as a Canadian residence. The client is inquiring about the possibility to invest in Canada. Advisor need more info. 
--------------------------------------------------------------------------
Provided the solution as the father(Non-residence) and the son (Residence) can have a joint account.",True,2014-03-30T14:44:05.000+0000,False,False,005G0000002gyCuIAI,2014-03-30T14:43:53.000+0000,005G0000002gyCuIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(647)500-0883,(647) 500-0883,jiangqian@gloryfinancialinvestment.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,,3.0,0.0,0.0,,False,4386.0
500G000000LLU1nIAH,False,,00004835,003G0000018f7DJIAY,001G000000urMr2IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Business Owner Retirement Planning,Medium,"Advisor has a client, who is a small business owner, with 3 partners. The client has a holding company. need to provide retirement planning for the client in an corporation environment. Waiting for the discovery info from advisor.",True,2014-09-29T16:29:26.000+0000,False,False,005G0000002gyCuIAI,2014-03-30T19:19:09.000+0000,005G0000002gyCuIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(905)475-0122,(416) 953-6368,ying.wang@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,,3.0,0.0,0.0,,False,4386.0
500G000000LLbAAIA1,False,,00004836,003G0000018f6SVIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Busines succession planning,Low,Question from Phil Frankling,True,2014-03-31T15:45:11.000+0000,False,False,005G0000002heHMIAY,2014-03-31T15:44:57.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(403)261-4690X247,(403) 281-3918,ltoccoli@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4385.0
500G000000LLbQ8IAL,False,,00004837,003G0000018f6u1IAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,RESP,Medium,Danielle required info on our RESP program,True,2014-03-31T15:58:10.000+0000,False,False,005G0000002gxzdIAA,2014-03-31T15:57:16.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4385.0
500G000000LLi23IAD,False,,00004838,003G0000018f7SPIAY,001G000000urMxbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Estate planning - annuity,Low,Corporate owned annuity; annuitant terminally ill,True,2014-03-31T21:13:28.000+0000,False,False,005G0000002heHMIAY,2014-03-31T21:13:15.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(780)428-7525,(780) 405-0874,dale@saberfinancial.net,(780)450-2532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4385.0
500G000000LLkJzIAL,False,,00004839,003G0000018f6psIAA,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Don Planifie a travers une Assurance Vie,High,"Bonsoir Quyen, 

On établit le contrat au nom du client car l’organisme de charité ne peut pas démontrer un intérêt assurable.
Le client signe la proposition comme titulaire de sa police + tu joins en même temps une demande de transfert de propriété F17-0519 signé par le client dans lequel il cède le droit de sa police à l’organisme de charité 
(voir Notes 5.  au formulaire F17-0519).  Sur la demande de transfert de propriété, tu n’inscris pas de numéro de contrat (laisse blanc)

F17-0519  -Le client nomme l’organisme de charité comme propriétaire de la police et par le fait même, l’organisme est automatiquement désigné comme bénéficiaire.  (Voir Notes 3. au formulaire)


Si la propriété de la police est transférée, le particulier aura un crédit d’impôt dans l’année sur la valeur marchande de la police (et non la valeur de rachat).

Son impôt suite à la disposition sera calculé sur la différence entre la valeur de rachat (et non la valeur marchande) et le CBR.

Le crédit peut être reporté pendant 5 ans. Pour une société, il s’agit d’une déduction.
Le client ne sera pas pénalisé si la prime n’est pas payée et/ou la police est déchue

J’espère que ceci t’aidera . 

N’hésite pas à m’appeler pour plus de détails. 

Bonne vente",True,2015-05-21T14:06:42.000+0000,False,False,005G0000002iOMUIA2,2014-04-01T00:35:52.000+0000,005G0000002iOMUIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(514)262-8573,(514) 262-8573,quyen.tran@qtservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,,,,Analysis Document,0.0,0.0,0.0,,False,4385.0
500G000000LLkWtIAL,False,,00004840,003G0000018f6u1IAA,001G000000urMsAIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Policy 09F,Medium,Answered question for policy change -,True,2014-11-04T02:54:55.000+0000,False,False,005G0000002iOMUIA2,2014-04-01T01:05:46.000+0000,005G0000002iOMUIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,,,,,0.0,0.0,0.0,,False,4385.0
500G000000LLoF2IAL,False,,00004841,003G0000018f6SUIAY,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Seg fund inquiry,Medium,Sylvie needed to know about the maturity reset on a 100/100 policy,True,2014-04-01T13:58:55.000+0000,False,False,005G0000002gxzdIAA,2014-04-01T13:58:03.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,514-331-5838,,sylvie.dagenais@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4384.0
500G000000LLpWJIA1,False,,00004842,003G0000018f7GlIAI,0015o000008Cyi9AAC,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Questions on SLF products,Medium,"Looking at SLF Par, UL and non-par wholelife",False,,False,False,005G0000003SxRoIAK,2014-04-01T15:16:26.000+0000,005G0000003SxRoIAK,2025-01-24T13:54:25.000+0000,0055o0000019VX9AAM,2025-01-24T13:54:25.000+0000,(519)804-9990,(519) 589-1054,lisa@grfs.ca,(226)896-1892,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4384.0
500G000000LLqGXIA1,False,,00004843,003G0000018f7NGIAY,001G000000urMoYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Buy-sell - Brenda King,Low,"Dave sold insurance, but lawyer inexperienced in revising USA.  Sample clause provided.",True,2014-04-01T15:57:26.000+0000,False,False,005G0000002heHMIAY,2014-04-01T15:57:09.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,780-889-3723,(780) 563-0078,dave.advisory@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4384.0
500G000000LLt1eIAD,False,,00004844,003G0000018f6pxIAA,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,LDR Engineering,Medium,Buy Sell explanation also need to walk advisor through their buy sell looking at insurance as well as LB opportunities,True,2014-07-14T18:02:35.000+0000,False,False,005G0000002hHYOIA2,2014-04-01T18:04:49.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604)862-8615,(604) 862-8615,nesrine@pretiumwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,Presentation,3.0,0.0,0.0,,False,4384.0
500G000000LLtmzIAD,False,,00004845,0031600002T2GlcAAF,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Tax planning - corporate retained earnings,Low,Advisor seeking tips for presentation he is giving to accountants,True,2014-04-01T18:36:56.000+0000,False,False,005G0000002heHMIAY,2014-04-01T18:36:45.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(587) 316-4070,,ed.nathan.wood@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4384.0
500G000000LLvOWIA1,False,,00004846,003G0000018f7GaIAI,001G000000urMnYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Par Flex,Medium,client service question on a par flex case that Nelson sold 6 years ago,True,2014-04-01T20:02:09.000+0000,False,False,005G0000002hHYOIA2,2014-04-01T20:01:34.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4384.0
500G000000LLve0IAD,False,,00004847,003G0000018f6ptIAA,001G000000urMnmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Buy Sell arrangement powershifter,Medium,client was confused over how buy would dictate the sale of shares and how insurance should be structured,True,2014-04-01T20:06:59.000+0000,False,False,005G0000002hHYOIA2,2014-04-01T20:06:54.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604)681-4493,,jeff@elementuswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,2.0,0.0,0.0,,False,4384.0
500G000000LLvqjIAD,False,,00004848,003G0000018f7GaIAI,001G000000urMnYIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Phone,,insured Annuity,Medium,one of N's COI's is an accountant and he suggrests clients look at insured annuities for lump sums of cash that are not needed to be used. N wants to find out more about the concept and see if there is potential for business,False,,False,False,005G0000002hHYOIA2,2014-04-01T20:16:33.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4384.0
500G000000LLw2fIAD,False,,00004849,003G0000018f7pdIAA,001G000000urN6cIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Mike T,Medium,"Ed's looking into using the LIB product along with some other segs for a client and his wife.  We're working through this particular client to find out the optimal amount to put in the FAA, and LIB products.",True,2016-04-21T16:22:59.000+0000,False,False,005G0000003U4PAIA0,2014-04-01T20:26:56.000+0000,005G0000003U4PAIA0,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003U4PAIA0,,,,,,Quotation,0.0,0.0,0.0,,False,4384.0
500G000000MAPfZIAX,False,,00004850,003G0000018f6SJIAY,001G000000urMu5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,End Client Question,Medium,"April 2: Client was looking to move over to LL segs over to Vanguard ETF.  I discussed ""Cheaper doesn't always mean better"" and we compared returns, discussed benefits of segs.  Client is satisfied.",True,2014-04-02T14:31:50.000+0000,False,False,005G0000002gy4OIAQ,2014-04-02T14:31:32.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:31:59.000+0000,(519)258-7491,,kdelaney@thebenefitscompany.ca,,,,,,,,,,,Vanguard,Other,,,0.0,,,0.0,False,Vanguard,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4383.0
500G000000MAY9XIAX,False,,00004851,003G0000018f7LfIAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Inforce RPU Question,Medium,Ellen has a client who's policy is 3 years in and can no longer pay premiums.  Client would like to know what the options are for stopping premium payment.,True,2014-05-07T19:32:40.000+0000,False,False,005G0000002gy5ZIAQ,2014-04-02T21:10:10.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)438-1232X6321,(604) 506-8793,ellen.li@wisdomstarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4383.0
500G000000MAfidIAD,False,,00004852,003G000001D4jeVIAR,001G000000urNC7IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Mirka -,Medium,Cheques sent to HO $3157.09 and $2647.96 April 3 2014.,True,2016-09-22T15:33:17.000+0000,False,False,005G0000002gy6XIAQ,2014-04-03T14:47:26.000+0000,005G0000002gy6XIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(519) 963-3003,,laurie_chapman@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,4382.0
500G000000MAkNSIA1,False,,00004853,003G0000018f7NeIAI,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Lamvohee,Medium,"Completed analysis of their AIL coverage.  Non-par whole life, cancer indemnity and accident policy.

Likely to replace some or all coverage as it was only underwritten last November (2013)

Nicole and Thierry",True,2014-04-03T18:23:13.000+0000,False,False,005G0000002gyDWIAY,2014-04-03T18:23:06.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(250)763-1114,(250) 826-0251,tom@intagenwealth.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4382.0
500G000000MAmVXIA1,False,,00004854,003G0000018f7HMIAY,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,"Advice on existing insurance, for new advisor.",Low,,True,2014-04-03T20:21:10.000+0000,False,False,005G0000002gy2wIAA,2014-04-03T20:20:59.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,416-789-4527,,keyhan.nourmofidi@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4382.0
500G000000MAo9JIAT,False,,00004855,003G000001Ik57qIAB,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Inforce UL with RBC,Low,Question about what kind of product a clientt has and how the different cost of insurance options work.,True,2014-04-03T21:54:33.000+0000,False,False,005G0000002gy5ZIAQ,2014-04-03T21:54:26.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)438-1232,,chinheng.choo@pointonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4382.0
500G000000MAvC4IAL,False,,00004856,003G0000018f7pVIAQ,0015o000008Cz0HAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Crofts,Medium,Abe is looking to reposition portfolio to reduce number of funds and reduce risk - currently aggressive. Wanted recommendations for an  advanced profile,True,2014-04-04T14:48:04.000+0000,False,False,005G0000002gy6dIAA,2014-04-04T14:47:48.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306)359-1999,,abe@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Quotation,2.0,0.0,0.0,,False,4381.0
500G000000MAvJSIA1,False,,00004857,003G0000018f7piIAA,001G000000urN6nIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Portfolio Opinion,Medium,Greg requested my opinion on an Advanced Portfolio that he had invested his client in a year agao.,True,2014-04-04T14:52:46.000+0000,False,False,005G0000002gy6dIAA,2014-04-04T14:52:36.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4381.0
500G000000MAyhmIAD,False,,00004858,003G0000018f6a2IAA,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Medium,"April 4: A BMO advisor is attacking our MERs and returns.  Laura asked me to help her with this.  I've been provided with the actual advisor email to the client so this should be no problem as the advisor has actually stated some incorrect things in writing.

April 10: Met with Laura on this, she has all the talking points she needs.",True,2014-04-10T19:14:09.000+0000,False,False,005G0000002gy4OIAQ,2014-04-04T17:48:50.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(519)967-1180,,laura@laurabelleau.ca,,,,,,,,,,,BMO,Other,,,0.0,,,0.0,False,BMO,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4381.0
500G000000MAzGjIAL,False,,00004859,003G0000018f6dsIAA,001G000000urMrDIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Complex Case,Low,,True,2014-04-04T18:32:14.000+0000,False,False,005G0000002gy2wIAA,2014-04-04T18:31:33.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905)660-9414X278,(416) 930-5779,franco@sansonefs.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,1.0,0.0,0.0,,False,4381.0
500G000000MBOfiIAH,False,,00004860,003G000001b66yPIAQ,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Field UW,Medium,Client has criminal record and wants to get life insurance. Discussed how to handle with Underwriting.,False,,False,False,005G0000003SxRoIAK,2014-04-07T14:39:02.000+0000,005G0000003SxRoIAK,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(519) 650-8111 x347,,derek.stroeder@freedom55financial.com,(519) 650-8114,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4378.0
500G000000MBRgOIAX,False,,00004861,003G0000018f6eGIAQ,001G000000urMpjIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Client picking 5 star funds,Medium,"April 7: Martin had a client request him to put into his existing account, a couple funds that have performed quite well.  I gave him a whole bunch of talking points to address this as well as information from Paltrak.",True,2014-04-07T17:03:26.000+0000,False,False,005G0000002gy4OIAQ,2014-04-07T17:03:09.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(519)991-5319,,martin.sobocan@sobocanfinancial.com,,,,,,,,,,,Fidelity,Fidelity,,,0.0,,,0.0,False,Mawer,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4378.0
500G000000MBRz6IAH,False,,00004862,003G0000018f7CYIAY,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Non-registered money transfer from oversea,High,"Jerry Liu, F55F advisor, has a prospect, has approximately $2M to investment, need advice on investment portfolio, retirement income. Jerry introduced the info of the clients, and is going to make appt. with the clients. Tentatively on Thursday 10:00 AM at Metro Office.",True,2014-11-10T03:18:26.000+0000,False,False,005G0000002gyCuIAI,2014-04-07T17:17:52.000+0000,005G0000002gyCuIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(647)219-7404,(647) 219-7404,jerry.liu@trilliumcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,4378.0
500G000000MBVRTIA5,False,,00004863,003G0000018f6a2IAA,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Client disturbed over fees,Medium,"April 7: Laura is actually away but mentioned to her assistant Barb to provide me information if client provided while she was gone.  It's a case of BMO targetting our MERs...  The advisor actually provided some incorrect comments, so I'm sure we will keep this account.  Laura is back tomorrow, I will be discussing this with her then.",True,2014-04-07T20:11:41.000+0000,False,False,005G0000002gy4OIAQ,2014-04-07T20:11:26.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(519)967-1180,,laura@laurabelleau.ca,,,,,,,,,,,BMO,Other,,,0.0,,,0.0,False,BMO,,,,,005G0000002gy4OIAQ,,,,,,,1.0,0.0,0.0,,False,4378.0
500G000000MBfJGIA1,False,,00004864,003G000001Ik57qIAB,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Guaranteed Value in a Par contract,Low,Chin Heng had questions about how guaranteed values translate into paid up values.,True,2014-04-08T15:35:59.000+0000,False,False,005G0000002gy5ZIAQ,2014-04-08T15:35:52.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)438-1232,,chinheng.choo@pointonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4377.0
500G000000MBtePIAT,False,,00004865,003G0000018f6rgIAA,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Telephone Call,Medium,Discussion on Trust and potetial reduction in probate taxes using life insurance.,True,2017-09-05T17:00:06.000+0000,False,False,005G0000002gy9vIAA,2014-04-09T14:23:11.000+0000,005G0000002gy9vIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(705)761-6645,(705) 761-6645,brian@heritagewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,,0.0,0.0,0.0,,False,4376.0
500G000000MByb1IAD,False,,00004867,003G000001csgIZIAY,001G000001IYmeEIAT,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,some large group plan maximums were not carried over to the Selectpac case.  Have contacted underwriting to see if we can make an exception and grandfather the maximums.,True,2014-04-15T15:56:51.000+0000,False,False,005G0000002gy74IAA,2014-04-09T18:45:11.000+0000,005G0000002gy74IAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy74IAA,,,,,,,0.0,0.0,0.0,,False,4376.0
500G000000MC0RmIAL,False,,00004868,003G000001IlOoEIAV,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,insurability of Dance instructor,Medium,client own dance studio - is also instructor. need to find out occ class and if it is something GWL would look at,True,2014-04-11T21:19:34.000+0000,False,False,005G0000002hHYOIA2,2014-04-09T20:24:46.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,604-685-6521,,adrian.marks@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,701G0000000xnahIAA,,,Marketing Piece,0.0,0.0,0.0,,False,4376.0
500G000000MCAMFIA5,False,,00004869,003G0000018f6dWIAQ,001G000000urMnlIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,definition of Disability,Medium,Client is a Lawyer had questions outside normal def of Reg occ,True,2014-04-10T16:16:09.000+0000,False,False,005G0000002hHYOIA2,2014-04-10T16:15:21.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)833-0348,(604) 833-0348,lynn@lifestyleprotector.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4375.0
500G000000MCAOgIAP,False,,00004870,003G0000018f6ptIAA,001G000000urMnmIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,options for older clients,Medium,when to look at perm vs term for cases where disposable income is tight,True,2014-04-10T16:19:47.000+0000,False,False,005G0000002hHYOIA2,2014-04-10T16:19:13.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)681-4493,,jeff@elementuswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4375.0
500G000000MCCI5IAP,False,,00004871,003G000001LHZVuIAP,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Grad Program Eligibility,Medium,confusion around eligibility for Accounting grads,True,2014-04-10T17:45:16.000+0000,False,False,005G0000002hHYOIA2,2014-04-10T17:44:43.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604) 685-6521 X4415,,robert.an@f55f.com,(604) 685-9666,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4375.0
500G000000MCLkWIAX,False,,00004872,003G0000018f6u1IAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Creditor Protection inquiry,Medium,Danielle had a question about seg funds and creditor protection regarding a LIF account.,True,2014-04-11T12:49:20.000+0000,False,False,005G0000002gxzdIAA,2014-04-11T12:48:24.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4374.0
500G000000MCQFxIAP,False,,00004873,003G0000018f7pdIAA,001G000000urN6cIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Lofthang & Phaneuf,Low,Premium Estimates for clients wishing to reduce coverage,True,2014-04-17T18:30:59.000+0000,False,False,005G0000002gyDJIAY,2014-04-11T16:43:46.000+0000,005G0000002gyDJIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4374.0
500G000000MCTpaIAH,False,,00004874,0030A0000029pSkQAI,001G000000urN5CIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group life conversion - Hickey,Medium,Rosemary is looking a group life conversion in Ancaster for us.,True,2017-03-06T21:15:00.000+0000,False,False,005G0000002gy2jIAA,2014-04-11T20:01:30.000+0000,005G0000002gy2jIAA,2025-07-29T16:57:14.000+0000,0055o0000019VX9AAM,2025-07-29T16:57:15.000+0000,(905)648-6767,,robrien@stoneridgeinsurance.ca,(905)648-7399,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4374.0
500G000000MCTseIAH,False,,00004875,003G0000018f7YXIAY,001G000000urN58IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Moore,Medium,Jim is looking after a group life conversion in Niagara Falls for us.,True,2014-04-23T16:00:09.000+0000,False,False,005G0000002gy2jIAA,2014-04-11T20:04:16.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905)468-8575,(905) 328-6788 *,jim.garrett@garrettinsurance.ca,(905)684-9375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4374.0
500G000000MCTwqIAH,False,,00004876,003G0000018f6rSIAQ,001G000000urMqNIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group life Conversion - Taormina,Medium,Amin is looking after a group life conversion for us in Hamilton,True,2015-07-30T12:33:33.000+0000,False,False,005G0000002gy2jIAA,2014-04-11T20:08:28.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905) 332-3400 x327,,amin.ali@freedom55financial.com,(905) 332-3999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4374.0
500G000000MCUuWIAX,False,,00004877,003G0000018f6pDIAQ,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Email,,Wright's risk tolerance,Medium,Mark's client is unsure of their returns and present risk tolerance. I agreed to build a PALTRAK for their existing assets and compare it to a recommended balance risk tolerance I came up with in order to ease the clients worry about the markets.,False,,False,False,00516000006m7POAAY,2014-04-11T21:05:13.000+0000,005G0000002gyFjIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(204)728-1155,(204) 620-1515,mark@belks.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m7POAAY,,,701G0000000ar02IAA,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4374.0
500G000000MCm5TIAT,False,,00004878,003G000001B4z3BIAR,001G000000urN4RIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Ctr of influence meeting - downtown lawfirm,Medium,Presentation on Insurance,True,2017-09-05T17:01:04.000+0000,False,False,005G0000002gy9vIAA,2014-04-14T13:06:50.000+0000,005G0000002gy9vIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905) 361-9163 ext 23,(416) 566-2562,jransome@absolutefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,,0.0,0.0,0.0,,False,4371.0
500G000000MCoE4IAL,False,,00004879,003G000001VtWI0IAN,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,US funds,Medium,Lei wanted to know if we were able to offer any funds in US dollars.,True,2014-04-14T15:06:56.000+0000,False,False,005G0000002gxzdIAA,2014-04-14T15:05:56.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(514) 331-5838 x 590,,lei.fang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4371.0
500G000000MCvFTIA1,False,,00004880,003G0000018f7GdIAI,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Sun Life Par,Medium,,True,2014-04-14T20:46:49.000+0000,False,False,005G0000002gy2wIAA,2014-04-14T20:46:23.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4371.0
500G000000MD5YxIAL,False,,00004881,003G0000018f6iEIAQ,0015o000008CyhlAAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,In Person,,Renewal Negotiation,Medium,"processed Cremasco renewal, discussed rate reductions with Jeff.  Revised rate page sent.",True,2014-04-15T15:51:54.000+0000,False,False,005G0000002gy74IAA,2014-04-15T14:56:05.000+0000,005G0000002gy74IAA,2024-08-21T13:06:13.000+0000,0055o0000019VX9AAM,2024-08-21T13:06:13.000+0000,(519)837-1530,(519) 239-3559,jeff@cremasco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy74IAA,,,,,,,0.0,0.0,0.0,,False,4370.0
500G000000MD6eOIAT,False,,00004882,003G0000018f7aFIAQ,001G000000urNBTIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,Canuck Compounders,High,,True,2014-04-15T15:51:24.000+0000,False,False,005G0000002gy74IAA,2014-04-15T15:51:01.000+0000,005G0000002gy74IAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(519) 622-3900,,bill@steenbergenfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy74IAA,,,,,,,0.0,0.0,0.0,,False,4370.0
500G000000MD8etIAD,False,,00004883,003G0000018f70hIAA,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Illustration spécial,Medium,"police de M Elias Jiji, sa femme et 4 enfants.",True,2014-08-21T18:08:16.000+0000,False,False,005G0000002gxzjIAA,2014-04-15T17:30:56.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,450-928-1321,,olivier.lamothe@freedom55financial.com,(450) 928-1323,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4370.0
500G000000MDAwHIAX,False,,00004884,003G0000018f6a2IAA,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,LL GIBs,Medium,"out of country client, Laura wants to know rules regarding GIBs and residency",True,2014-04-15T19:24:41.000+0000,False,False,005G0000002gyG3IAI,2014-04-15T19:24:26.000+0000,005G0000002gyG3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(519)967-1180,,laura@laurabelleau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4370.0
500G000000MDBEZIA5,False,,00004885,003G000001IkUyOIAV,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Electricians,Medium,"Angela knows of a number of Electricians who are contractors only covered by WCB. Opportunity if we can get her comfortable with positioning need and ask some strong qualifying questions.
Also need to give her info regarding Electrition occ class etc.",True,2014-07-14T18:03:49.000+0000,False,False,005G0000002hHYOIA2,2014-04-15T19:36:47.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604) 685-6521,,angela.tan@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,701G0000000xnahIAA,,,Marketing Piece,0.0,0.0,0.0,,False,4370.0
500G000000MDCUEIA5,False,,00004886,003G0000018f7MvIAI,001G000000urMtjIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,"Fong, On claim",Medium,,True,2014-04-17T18:26:43.000+0000,False,False,005G0000002gyDWIAY,2014-04-15T20:42:15.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(250) 763-1114 x 4229,(250) 864-7353,carolann.hillman@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4370.0
500G000000MDDFPIA5,False,,00004887,003G0000018f7CkIAI,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Underwriting requirements for additional coverage,Medium,,True,2014-04-15T21:28:43.000+0000,False,False,005G0000002gy2wIAA,2014-04-15T21:28:02.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(416)576-2886,(416) 576-2886,sherryli@urtrustfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4370.0
500G000000MDDXOIA5,False,,00004888,003G0000018f6YZIAY,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Electrical corp - $156K premium? - DEAD,Medium,Need more info.  Follow-up!,True,2014-08-27T21:11:07.000+0000,False,False,005G0000002gyDWIAY,2014-04-15T21:47:13.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(250)763-1114,,dennis@fegefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4370.0
500G000000MDDZ0IAP,False,,00004889,003G0000018f6YZIAY,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Accountant - $240K income - DEAD,High,WL!!!,True,2014-08-27T21:11:17.000+0000,False,False,005G0000002gyDWIAY,2014-04-15T21:48:42.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(250)763-1114,,dennis@fegefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,701G0000000xnahIAA,,,,0.0,0.0,0.0,,False,4370.0
500G000000MDDrsIAH,False,,00004890,003G0000018f7GaIAI,001G000000urMnYIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,ROP surrender Calculator,Medium,Nelson had a client looking to cancel his ROP on an older DI policy. Walked him through entering the information into the Excel Calculator.,True,2014-04-15T22:13:59.000+0000,False,False,005G0000002hHYOIA2,2014-04-15T22:13:14.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,Analysis Document,0.0,0.0,0.0,,False,4370.0
500G000000MDEOdIAP,False,,00004891,003G0000018f6uiIAA,001G000000urMthIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,CFMS doctors' DI - Kirkham & Jack,Medium,Competitive analysis for med student(s),True,2014-08-27T21:11:37.000+0000,False,False,005G0000002gyDWIAY,2014-04-15T23:31:00.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(250)863-7644,(250) 863-7644,lewis@intagenwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,701G0000000xnahIAA,,,,0.0,0.0,0.0,,False,4370.0
500G000000MDQd3IAH,False,,00004893,003G0000018f6fnIAA,001G000000urMqrIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Quadrus not permitting DSC of Age 80 client,Medium,"Client concerned about running out of money.  Greg wants to move to QGOF but DSC
> see dealing with elders, best practice and a copy sent to Greg
> elect FEL with a commission if client is OK with you getting upfront commission
> get beneficiary to agree
This is a DEALER issue; not QGOF

Greg may seek a TPF company that does not charge DSC at Death which is the main concern",True,2014-04-16T19:47:52.000+0000,False,False,005G0000002gy7yIAA,2014-04-16T19:47:34.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905) 277-1234 x318,(416) 520-9939,greg.archee@freedom55financial.com,(905) 277-3577,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4369.0
500G000000MDQjYIAX,False,,00004892,003G0000018f6zQIAQ,001G000000urMqKIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,RSP Overcontribution,Medium,"Discussion on the advantages and disadvantages of the ""Overcontribution Rule""",False,,False,False,005G0000004dLs8IAE,2014-04-16T19:05:15.000+0000,005G0000002gy6cIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905)332-3400,(905) 399-4555,anthony.chryssafis@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dLs8IAE,,,,,,,0.0,0.0,0.0,,False,4369.0
500G000000MDi52IAD,False,,00004894,003G0000018f7GaIAI,001G000000urMnYIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,ROP Calculator,Medium,Nelson needs help understanding ROP calc and how to position the results,True,2014-04-17T20:05:44.000+0000,False,False,005G0000002hHYOIA2,2014-04-17T20:04:35.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,701G0000000xnahIAA,,,Analysis Document,1.0,0.0,0.0,,False,4368.0
500G000000MDpDrIAL,False,,00004895,003G000001MoAMKIA3,001G000000urMrDIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,,True,2014-04-18T10:56:08.000+0000,False,False,005G0000002gy2wIAA,2014-04-18T10:55:55.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(416)731-3232,(647) 210-2822,andrew@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4367.0
500G000000MDpE6IAL,False,,00004896,003G0000018f71qIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,policy change,Low,,True,2014-04-18T10:57:02.000+0000,False,False,005G0000002gy2wIAA,2014-04-18T10:56:48.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,905-660-9414,,aaron.lee@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4367.0
500G000000MEIlaIAH,False,,00004897,003G0000018f7BAIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client claiming non receipt of T3 for their RRIF?,High,"It wouldn't be a T3.   We don't report investment income as taxable income inside any registered plans.  However RRIF withdrawals are considered taxable income equivalent to salary and reported on a T4 RIF

I gave Deepak the GAL email for the Tax Dept (Iris tax reporting - LL)
The client recently moved and Client Service was notified by not 100% sure this would have made it's way to Tax Dept so could have been mailed to wrong address",True,2014-04-21T17:46:31.000+0000,False,False,005G0000002gy7yIAA,2014-04-21T17:46:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,905-276-1177,(416) 735-1993,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4364.0
500G000000MEKcBIAX,False,,00004898,003G0000018f6wdIAA,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Portfolio Building,Medium,Advisor needed advise for LL Seg funds investment portfolio building for himself and his client. Provided the in-depth info with regarding several LL seg funds. Advisor was satisfied with the advice.,True,2014-11-10T03:23:20.000+0000,False,False,005G0000002gyCuIAI,2014-04-21T19:21:41.000+0000,005G0000002gyCuIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905)475-0122,(647) 887-8778,wilson.liu@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Analysis Document,1.0,0.0,0.0,,False,4364.0
500G000000MqOVbIAN,False,,00004949,003G0000018f6Y8IAI,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,"beneficiary deignation as per will, follow up",Low,,True,2014-04-22T20:48:43.000+0000,False,False,005G0000002gy2wIAA,2014-04-22T20:48:28.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(416)723-2450,(416) 723-2450,rfrano@codefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4363.0
500G000000MqOX4IAN,False,,00004950,003G0000018f6tSIAQ,001G000000urMr2IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,updated marketing piece for Ram Vohra's client approach letter,Medium,,True,2014-04-22T20:50:21.000+0000,False,False,005G0000002gy2wIAA,2014-04-22T20:50:02.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(416) 789-4527 x229,,manpreet.gosal@freedom55financial.com,(416) 789-0236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4363.0
500G000000MqbxCIAR,False,,00004981,003G0000018f7SlIAI,001G000000urMxaIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Beneficiary designation,Low,"Provided ideas for client's lawyer, and reviewed draft beneficiary designation in a Will",True,2014-04-23T16:28:03.000+0000,False,False,005G0000002heHMIAY,2014-04-23T16:27:49.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(780)905-5736,(780) 905-5736,david@dmfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4362.0
500G000000MtJiLIAV,False,,00004982,003G0000018f6agIAA,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Value of Insurance Model & Benefit Multiplier,High,Had a 1.5 hr meeting with Dave today to discuss the merits of using the above models,True,2014-04-24T17:24:57.000+0000,False,False,005G0000002gy6zIAA,2014-04-24T17:24:34.000+0000,005G0000002gy6zIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(519)539-9492,,dave@dofinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6zIAA,,,701G0000000xnacIAA,,,Marketing Piece;Presentation;Concept,0.0,0.0,0.0,,False,4361.0
500G000000MtKXmIAN,False,,00004983,003G0000018f6oXIAQ,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate of Mario Stella,Low,"Search for old file and notes
Milan Legris took over task",True,2014-04-24T18:06:32.000+0000,False,False,005G0000002heHMIAY,2014-04-24T18:06:20.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(403)410-6810,,allison@familywealthcoach.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4361.0
500G000000MtKyJIAV,False,,00004984,003G0000018f6vqIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Empire Life Class Plus 2 GMWB,High,"5% bonus, fees are illustrated at only 1/2 our fees (yet they illustrate 6% ROR which seems unlikely their fees are so low?

I shared our competitive overview as of June 2013
I ran an illustration of LIB and we were $99/month less income for life
Talked about several points that she can raise.",True,2014-04-24T18:27:39.000+0000,False,False,005G0000002gy7yIAA,2014-04-24T18:27:33.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905) 276-1177 x 567,(647) 668-6548,punita.bansal@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4361.0
500G000000MtbWiIAJ,False,,00004985,003G0000018f7WmIAI,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Charitable giving,Low,,True,2014-04-25T19:59:50.000+0000,False,False,005G0000002heHMIAY,2014-04-25T19:59:37.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4360.0
500G000000MtbsaIAB,False,,00004986,003G0000018f7qTIAQ,001G000000urMF7IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,AOR change,Medium,"Tried contacting Kris Sapara via email and phone number for group # 251138 as their renewal was coming up (june 2014) however, he was not reachable. 
In system he is no longer showing as an active advisor.
contacted Julie Lastiwka (manager) to see if she knew anything and mentioned the advisor may be living in the states now.
Julie did not have another advisor in mind so we offered Grant Laube to take on the case.
Grant will be contacting client and is going out to yorkton on April 30th to meet with client.",True,2014-10-04T14:47:15.000+0000,False,False,005G0000003TIN8IAO,2014-04-25T21:18:37.000+0000,005G0000003TIN8IAO,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(855)359-2004,(306) 537-7888,grant@laubefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,4360.0
500G000000Mu05PIAR,False,,00004987,003G0000018f7kBIAQ,001G000000urMyrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Wile/Brown,Medium,"Went over 2 cases and provided hard copies. Small cases. Asset consolidation, some movement to new seg platform in new year, for now most going into Beutel Goodman's Balanced fund and Moderate Portfolio PSG. Advisor is revisiting in July 2014 to move to new seg platform and implement more profound portfolio changes then.",True,2017-02-15T18:13:07.000+0000,False,False,005G0000002gy8XIAQ,2014-04-28T17:45:04.000+0000,005G0000002gy8XIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(902) 717-7939,,jollysandy1@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8XIAQ,,,,,,,0.0,0.0,0.0,,False,4357.0
500G000000Mu2yCIAR,False,,00004988,003G0000018f6wKIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,LIB,Medium,Celine needed to know some details regarding our LIB product.,True,2014-04-28T19:49:38.000+0000,False,False,005G0000002gxzdIAA,2014-04-28T19:48:01.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(450)970-3026,(514) 424-8111,celine.paret@monarqueconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4357.0
500G000000MuEkbIAF,False,,00004990,003G0000018f6SEIAY,001G000000urMvuIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Adding LAGS to inforce DI,Low,"Jay's dental students are being approached by another agent saying they should have the LAGS benefit on their policies. Jay is meeting with some of these clients and I've advised on details of the rider, costs, and underwriting requirements.",True,2014-04-29T16:16:11.000+0000,False,False,005G0000002gyDJIAY,2014-04-29T16:16:04.000+0000,005G0000002gyDJIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4356.0
500G000000MuF4XIAV,False,,00004991,003G000001biclsIAA,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Leverage Investment,Medium,"Advisor has a client who is interested in borrowing to invest. The client has some questions with regarding the choice of investment LL can offer. Gave some info to the advisor, suggested to set up a client appointment .",True,2014-11-10T03:23:53.000+0000,False,False,005G0000002gyCuIAI,2014-04-29T16:32:42.000+0000,005G0000002gyCuIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905) 886-5688,,jie.gao@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Marketing Piece,1.0,0.0,0.0,,False,4356.0
500G000000MuGClIAN,False,,00004992,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Postmortem share redemption,Low,,True,2014-04-29T17:26:07.000+0000,False,False,005G0000002heHMIAY,2014-04-29T17:24:50.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4356.0
500G000000MuLUzIAN,False,,00004993,003G0000018f6u1IAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,HNW,Medium,Danielle required the MER table for all London Life funds including the HNW series.,True,2014-04-29T21:19:03.000+0000,False,False,005G0000002gxzdIAA,2014-04-29T21:18:05.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4356.0
500G000000NO5m1IAD,False,,00004994,003G0000018f7DMIAY,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,RPU inforce PAR,Medium,Client needs more insurance and can not afford more premium. AJ to investigate RPU for existing policies and new term to be issued.,True,2015-01-26T12:34:12.000+0000,False,False,005G0000002gyB3IAI,2014-05-01T14:24:52.000+0000,005G0000002gyB3IAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(709)682-1543,(709) 682-1543,darrell@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4354.0
500G000000NO9LOIA1,False,,00004995,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client looking for GICs,Medium,May 1: Kathy's client wanted to move to GICs....  we discussed challenges with this approach and did comparison with conservative/moderate profile to conserve business.,True,2014-05-01T16:42:27.000+0000,False,False,005G0000002gy4OIAQ,2014-05-01T16:41:34.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4354.0
500G000000NOCqQIAX,False,,00004996,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Kathy & Joe's own investments,Medium,May 1: Kathy asked me to review her accounts and see if any changes should be made.,True,2014-05-07T15:31:16.000+0000,False,False,005G0000002gy4OIAQ,2014-05-01T19:09:13.000+0000,005G0000002gy4OIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4354.0
500G000000NOOzmIAH,False,,00004997,003G0000018f78oIAA,001G000000urMoZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Testamentary trust with incentive provisions,Low,Referral from Sabrina Feula.  Absolutely no LI sale contemplated.,True,2014-05-02T12:29:07.000+0000,False,False,005G0000002heHMIAY,2014-05-02T12:28:56.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(780)428-8585,(780) 886-4391,darcy.quartly@myfiduciary.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4353.0
500G000000NOP19IAH,False,,00004998,003G0000018f72lIAA,001G000000urMoGIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Sun Life split dollar CI concept,Low,Email from Shawna Somerville only,True,2014-05-02T12:31:57.000+0000,False,False,005G0000002heHMIAY,2014-05-02T12:31:46.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(403)261-4690,,rene@hopestate.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4353.0
500G000000NOP2bIAH,False,,00004999,003G0000018f7Q7IAI,001G000000urMyRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Update net worth statement,Low,,True,2014-05-02T12:33:40.000+0000,False,False,005G0000002heHMIAY,2014-05-02T12:33:31.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(403) 265-5681,,elanda@yellowraincoat.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4353.0
500G000000NOWocIAH,False,,00005000,003G0000018f7qqIAA,0015o000008CyzMAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Kita,Medium,"Former Fusion case. Had completed auto rebalancing agreement in Oct 2012, but for some reason it had never rebalanced. Mackenzie did receive the form, so Quadrus doing an investigation.",True,2014-05-02T19:31:32.000+0000,False,False,005G0000002gy6dIAA,2014-05-02T19:31:20.000+0000,005G0000002gy6dIAA,2025-01-07T20:43:42.000+0000,0055o0000019VX9AAM,2025-01-07T20:43:43.000+0000,(306)986-9333,(306) 229-9919,mary@mcgregorfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4353.0
500G000000NOzNmIAL,False,,00005001,003G0000018f7xTIAQ,001G000000urN7kIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Outdated signatures on policy,High,Client is very upset that the seg fund policy document is signed by Ray McFeetors and Alan Loney when they haven't been with the company for some time. Wants something in writing confirming his contract is valid. I spoke with client and then sent request to HO,True,2014-05-07T13:14:25.000+0000,False,False,005G0000002gy6dIAA,2014-05-05T17:14:46.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,,(204) 226-2027,tinlingfinancial@mymts.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4350.0
500G000000NP5yKIAT,False,,00005002,003G0000018f7ypIAA,001G000000urN7RIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Spousal/Individual RRSP Error,Medium,Contribution made to spousal RRSP in error - should have been personal. Wanda was able to get exception to correct error and reissue tax receipt.,True,2014-05-05T20:41:10.000+0000,False,False,005G0000002gy6dIAA,2014-05-05T20:40:58.000+0000,005G0000002gy6dIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(204)293-0343,(204) 293-0343,rlochhead@renn.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4350.0
500G000000NP95nIAD,False,,00005003,003G0000018f73qIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,conversion forms for term to UL,Medium,,True,2014-05-29T19:09:41.000+0000,False,False,005G0000002gy2wIAA,2014-05-05T22:59:41.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(647)832-1568,(647) 832-1568,hezeng.li@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4350.0
500G000000NP96RIAT,False,,00005004,003G0000018f6dqIAA,001G000000urMrIIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,cover letter and info for large case,High,,True,2014-05-29T19:10:04.000+0000,False,False,005G0000002gy2wIAA,2014-05-05T23:00:43.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(877)857-2673,,dan.mccash@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4350.0
500G000000NPOSqIAP,False,,00005006,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Shore Side Carpentry,Low,"May 5/14

Liz is having claims issues.  HO has confirmed she did nto submit claim on MRP form and did not provide a doctors referral for the services.  She has been asked to send these items.",True,2014-06-04T14:30:12.000+0000,False,False,005G0000002gy7UIAQ,2014-05-06T18:56:03.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4349.0
500G000000NPOfUIAX,False,,00005005,003G000001I2D33IAF,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Payroll deductions,High,Ceridian has screwed up the payroll a couple of times and is looking for Lorie to figure it out.  She has sent them a copy of the premium statement which shows exactly what premium amount should be withdrawn from each pay.  Lorie is worried that we will loose this group because of Ceridian,True,2014-08-20T12:28:50.000+0000,False,False,005G0000002gy7UIAQ,2014-05-06T18:50:52.000+0000,005G0000002gy7UIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(902)334-2817,(902) 221-1401,lorie_collins@ajg.com,,,,,,,,,,,,,,,0.0,,001G000001DxJOKIA3,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4349.0
500G000000NPUIqIAP,False,,00005007,003G0000018f6ccIAA,001G000000urMtjIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,"In force CI changes - # 40619604 PENNEY,BARBARA",Medium,,True,2014-08-27T21:11:45.000+0000,False,False,005G0000002gyDWIAY,2014-05-06T23:31:22.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(250) 763-1114 x 4235,(250) 717-7353,kevin.hillman@freedom55financial.com,(250) 763-2214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4349.0
500G000000NPUVQIA5,False,,00005008,003G0000018f6u1IAA,001G000000urMsAIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,PHONE APPLICATION CI,Medium,EXPLAINED THE PHONE APPLICATION VERUS THE REGULAR AND HOW TO COMPLETE,True,2016-01-23T15:03:47.000+0000,False,False,005G0000002iOMUIA2,2014-05-06T23:40:32.000+0000,005G0000002iOMUIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(450)970-3026,(514) 913-5928,danielle.guay@freedom55financial.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,701G0000000xnaXIAQ,,,Quotation,0.0,0.0,0.0,,False,4349.0
500G000000NPUm2IAH,False,,00005009,003G0000018f7JhIAI,001G000000urMsAIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,FEPO -,High,DISCUSSED THE MAX FEPO AND THE ELIGIBLE AMOUNTVERSUS THE CLIENT INCOME AND FINANCIAL REQUIREMENTS,True,2014-11-04T02:56:28.000+0000,False,False,005G0000002iOMUIA2,2014-05-07T00:06:20.000+0000,005G0000002iOMUIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(514)331-5838,(514) 867-8008,angelo.demarco@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002iOMUIA2,,,,,,Analysis Document,0.0,0.0,0.0,,False,4349.0
500G000000NPbyHIAT,False,,00005010,003G0000018f7OcIAI,001G000000urN5VIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,41183872-Farrar,Medium,"Astrid requested quotes for reduced coverage for 1,500 and for 2,000.

I did downloads and made changes and e-mail her the illustrations.",True,2017-03-06T21:15:22.000+0000,False,False,005G0000002gy2jIAA,2014-05-07T14:24:28.000+0000,005G0000002gy2jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905) 892-2586,,astrid@goodmanbrown.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4348.0
500G000000NPgNuIAL,False,,00005011,003G0000018f6csIAA,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,JFTD perm,Medium,trying to explain to Pat why JFTD Perm might not be in clients best interest,True,2014-05-07T17:33:41.000+0000,False,False,005G0000002hHYOIA2,2014-05-07T17:32:45.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)218-3471,(604) 218-3471,pat@pjfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,701G0000000xnahIAA,,,Analysis Document,1.0,0.0,0.0,,False,4348.0
500G000000NPiDXIA1,False,,00005012,003G0000018f6cuIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,CI 5/G20 product,Medium,"Discussed the hold period of 5 years is required to get the guarantee of 20 years of income distribution.

Watered down version of GMWB but without a lifetime income guarantee
> sold DSC only in July 2013 so likely will take years to become fee free.  May want to consider hte 10% fee free rule but any withdrawal in the 1st 5 years may cancel the 20 year cash flow guarantee.  Still, if it isn't needed then switching to a plain vanilla product with CI to avoid the DSC may be an option to think about",True,2014-05-07T18:46:19.000+0000,False,False,005G0000002gy7yIAA,2014-05-07T18:46:11.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905)276-1177,(416) 305-4138,john.jarosz@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4348.0
500G000000NPk5kIAD,False,,00005013,003G000001cQOfGIAW,001G000000urMnzIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,DI Mechanic,Medium,Allen had some questions around how a client quilifies for DI and what application to use.,True,2014-05-07T20:01:46.000+0000,False,False,005G0000002gy5ZIAQ,2014-05-07T20:01:34.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604) 438-1232 ext: 244,,allen.huang@freedom55financial.com,(604) 438-7799,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4348.0
500G000000NPwqxIAD,False,,00005015,003G0000018f7JzIAI,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination WAM Investments 276346,Medium,"Group terminated effective April 30, 2014. We recieved fax from head office on May 5, 2014. Shane advised us to process termination as he is not going to save the business.",True,2014-10-04T14:48:34.000+0000,False,False,005G0000003WbdBIAS,2014-05-08T15:09:56.000+0000,005G0000003WbdBIAS,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(306)775-3333,(306) 527-3519,shane@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4347.0
500G000000NPxexIAD,False,,00005016,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination Sherwood Modular Homes LTD. 241435,Medium,"Group terminated effective May 15, 2014. We received letter from client on April 29, 2014. Dwight was contacted and advised to process termination as the client does not feel the need to have insurance anymore.",True,2014-10-04T14:49:05.000+0000,False,False,005G0000003WbdBIAS,2014-05-08T15:43:22.000+0000,005G0000003WbdBIAS,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4347.0
500G000000NPxl5IAD,False,,00005017,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination Sherwood Modular Homes 241435,Medium,"Group terminated effective May 15, 2014. We received letter from client on April 29, 2014. Dwight was contacted and advised to process termination as the client does not feel the need to have insurance anymore.",True,2014-10-04T14:49:37.000+0000,False,False,005G0000003WbdBIAS,2014-05-08T15:46:45.000+0000,005G0000003WbdBIAS,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4347.0
500G000000NPxlKIAT,False,,00005018,003G0000018f6hBIAQ,001G000000urMnUIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,review UL of client,Medium,client has existing UL with RBC and is looking to drop coverage,True,2014-05-08T15:48:22.000+0000,False,False,005G0000002hHYOIA2,2014-05-08T15:47:06.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)685-6521,,andrew@ahamiltonfinancial.com,,,,,,,,,,,RBC,RBC,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4347.0
500G000000NPyJ2IAL,False,,00005019,003G0000018f7DAIAY,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination Titan Stainless LTD. 288851,Medium,"Group terminated effective April 30, 2014. We received notification from client April 24, 2014. Tyler advised via email that the company is restructuring and needs to cancel.",True,2014-10-04T14:50:05.000+0000,False,False,005G0000003WbdBIAS,2014-05-08T16:13:03.000+0000,005G0000003WbdBIAS,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(306)586-1387,(306) 527-8887,tyler@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4347.0
500G000000NPyLIIA1,False,,00005020,003G000001hXSJiIAO,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Leverage Investment Portfolio Inquiry,Medium,"Advisor decided to invest by using invest loans, and needs help to pick LL Seg Funds for the investment. Went through the LL Seg funds list, and used our model LL portfolio (Advanced)
-------------------------------------------------------------------------------------------------
The advisor called on May 1st. She was worried a lot of the risk level associate with an Advanced portfolio. I explained that leverage investing is a risky investment strategy. The advisor decided to stay in the conservative portfolio instead.",True,2014-11-10T03:24:17.000+0000,False,False,005G0000002gyCuIAI,2014-05-08T16:14:24.000+0000,005G0000002gyCuIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(416) 789-4527 X406,,liang.delbel@freedom55financial.com,(416) 789-0236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,Quotation,1.0,0.0,0.0,,False,4347.0
500G000000NPyYMIA1,False,,00005021,003G000001LHZXvIAP,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,review UL policy,Medium,,True,2014-05-08T16:25:12.000+0000,False,False,005G0000002hHYOIA2,2014-05-08T16:24:26.000+0000,005G0000002hHYOIA2,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)685-6521,(604) 790-3658,don.lloyd@freedom55financial.com,,,,,,,,,,,Canada Life,Canada Life,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4347.0
500G000000NPyr9IAD,False,,00005022,0030A0000029YE0QAM,001G000000urN6sIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination Infinity Mechanical LTD. 278909,Medium,"Group terminated effective April 28, 2014. We received termination letter from client on April 28, 2014. Ray advised that one of the owners has left and went to a new company and now has benefits there.",True,2014-10-04T14:50:49.000+0000,False,False,005G0000003WbdBIAS,2014-05-08T16:39:12.000+0000,005G0000003WbdBIAS,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(306)949-0094,,ray@anderswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4347.0
500G000000NPz01IAD,False,,00005023,003G000001hVgiRIAS,001G000000urMquIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Leverage investment inquiry, investment portfolios",Medium,"The advisor's personal business. Inquiry about the market performance in the last 5 - 10 years, and our LL model investment portfolios. Gave the advisor our model portfolio.",True,2014-11-10T03:24:44.000+0000,False,False,005G0000002gyCuIAI,2014-05-08T16:47:07.000+0000,005G0000002gyCuIAI,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,,,jiann.wang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,Analysis Document,1.0,0.0,0.0,,False,4347.0
500G000000NQ5TdIAL,False,,00005024,003G0000018f6llIAA,001G000000urMo5IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Inforce Inquiry,Low,Lynn wanted to know who to contact in client services to reduce coverage on a CI policy.,True,2014-05-08T21:14:57.000+0000,False,False,005G0000002gy5ZIAQ,2014-05-08T21:14:47.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)438-1232,(778) 872-6611,lynn@capellawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4347.0
500G000000NQ7mJIAT,False,,00005025,003G0000018f6tKIAQ,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Combine 2 indiv. terms in to one JFTD?,Medium,,True,2014-08-27T21:11:58.000+0000,False,False,005G0000002gyDWIAY,2014-05-08T22:55:35.000+0000,005G0000002gyDWIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(250) 763-1114 x261,(250) 826-7355,david.kilpatrick@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4347.0
500G000000NQHiXIAX,False,,00005026,003G0000018f78VIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Enhancing rate on GIO,Medium,,True,2014-05-09T15:08:00.000+0000,False,False,005G0000002gxzdIAA,2014-05-09T15:07:28.000+0000,005G0000002gxzdIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(514)340-1015,(514) 941-5591,ravikumar@mrkfinserv.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4346.0
500G000000NQNKhIAP,False,,00005027,003G0000018f6QbIAI,001G000000urMvxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Complex Case,Low,,True,2014-05-09T19:18:50.000+0000,False,False,005G0000002gy2wIAA,2014-05-09T19:18:26.000+0000,005G0000002gy2wIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4346.0
500G000000NQvitIAD,False,,00005028,003G000001jT1gOIAS,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How can I compare our returns to Scotibank?,Medium,"We discussed Globe Advisor [ProStation software] and I created a portfolio for her then benchmarked to our QGOF portfolio for 3 similar funds
> Our monthly income fund and Dividend fund are slightly outperforming",True,2014-05-12T19:43:45.000+0000,False,False,005G0000002gy7yIAA,2014-05-12T19:43:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905) 276-1177 x536,,azriel.diacamos@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4343.0
500G000000NRBnrIAH,False,,00005029,003G0000018f70hIAA,001G000000urMsLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,famille Elias,Medium,demande d'illustration de polices en clairant le prêt et mettre en congé de prime sauf les enfants.,True,2014-05-13T16:40:46.000+0000,False,False,005G0000002gxzjIAA,2014-05-13T16:39:29.000+0000,005G0000002gxzjIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,450-928-1321,,olivier.lamothe@freedom55financial.com,(450) 928-1323,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzjIAA,,,,,,,0.0,0.0,0.0,,False,4342.0
500G000000NRG06IAH,False,,00005030,003G0000018f6RRIAY,001G000000urMvSIAU,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,End Client Question,In Person,,Jean-Nicolas Ruby,Medium,VIP client of Bob Spencer.  Client has over $800K in QGOF and LL funds.  Bob requires support on portfolio management and update.,False,,False,False,005G0000002gy7iIAA,2014-05-13T19:22:07.000+0000,005G0000002gy7iIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(514)697-5800,,robert.spencer@smwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7iIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4342.0
500G000000NRGG9IAP,False,,00005031,003G0000018f6RRIAY,001G000000urMvSIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,William Christie,Medium,Existing client of Bob Spencer.  Bob needs an update to the retirement plan which was prepared in June 2013.,False,,False,False,005G0000002gy7iIAA,2014-05-13T19:32:54.000+0000,005G0000002gy7iIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(514)697-5800,,robert.spencer@smwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7iIAA,,,,,,Analysis Document,1.0,0.0,0.0,,False,4342.0
500G000000NRQGOIA5,False,,00005032,003G000001ZfIDDIA3,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Rob's client's mother wants to deposit $100,000 into Rob's clients account",Medium,No problem.  Complete the standard  Subsequesent Deposit Form signed by the client  Complete a PEFP disclosure.   Take a cheque from the mother ins't any concern.,True,2014-05-14T12:36:35.000+0000,False,False,005G0000002gy7yIAA,2014-05-14T12:36:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(905) 276-1177 x504,(647) 389-0389,robert.mazur@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4341.0
500G000000NRWmkIAH,False,,00005033,003G0000018f6YSIAY,001G000000urMs9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Annual Review for Rogel,Medium,Presentation for annual review + rebalancing,True,2014-05-28T19:19:01.000+0000,False,False,005G0000002gy8MIAQ,2014-05-14T17:25:07.000+0000,005G0000002gy8MIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(514)334-8701,(514) 971-8074,real.veilleux@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,4341.0
500G000000OCEXQIA5,False,,00005034,003G0000018f6hHIAQ,001G000000urMnpIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,HNW Opportunities,Medium,Met with Gary to discuss pricing options. He has met with Chris however feels he is not sure how to seek clients and position them as to the benefits of HNW.,False,,False,False,005G0000002gy1jIAA,2014-05-16T06:14:26.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)868-1522,(604) 868-1522,gary@ghughesgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000ar0lIAA,,,Marketing Piece,0.0,0.0,0.0,,False,4339.0
500G000000OCEhVIAX,False,,00005035,003G0000018f7EDIAY,001G000000urMnsIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Corporate Quadrus account set up,Medium,"Ravi has a client who has sold a business and will be placing $500, with him. We had Rob Gillings prepare some model portfolios for Ravi and will present these to his client.",False,,False,False,005G0000002gy1jIAA,2014-05-16T06:44:25.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)732-1508,(604) 306-4929,ravi@hayerwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000ar0lIAA,,,Quotation;Analysis Document,1.0,0.0,0.0,,False,4339.0
500G000000OCEvDIAX,False,,00005036,003G0000018f6vrIAA,001G000000urMunIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,pension credits,Medium,Clients Accountant  disputing the Variable annuity qualifying for pension credit. Deneen has asked for an article regarding pension credits and what income qualifies,True,2014-09-18T19:44:37.000+0000,False,False,005G0000002gy1jIAA,2014-05-16T07:21:51.000+0000,005G0000002gy1jIAA,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(250)475-1108,(250) 727-1287,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4339.0
500G000000OCMYtIAP,False,,00005037,003G0000018f6XfIAI,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Estate Planning - Sask farm,Low,Conference call with Brad Cox and Warren King.,True,2014-05-16T16:44:05.000+0000,False,False,005G0000002heHMIAY,2014-05-16T16:43:45.000+0000,005G0000002heHMIAY,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(403)329-6220,,brad@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4339.0
500G000000OCRE0IAP,False,,00005038,003G0000018f7xYIAQ,0015o000008CyeqAAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Jon Botterill's Business,Medium,Carleen called with compliance concerns regarding paperwork for an additional deposit and transfer for cases of Jon Botterill's.,True,2014-05-16T19:49:34.000+0000,False,False,005G0000002gy6dIAA,2014-05-16T19:49:23.000+0000,005G0000002gy6dIAA,2024-02-26T19:33:18.000+0000,0055o0000019VX9AAM,2024-02-26T19:33:18.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4339.0
500G000000OCTDJIA5,False,,00005039,003G000001Ik57qIAB,001G000000urMnzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,No Med underwriting,Low,Spoke to advisor about the benefit of underwriting in coverage strength vs bank insurance.,True,2014-05-16T21:29:20.000+0000,False,False,005G0000002gy5ZIAQ,2014-05-16T21:29:20.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:31:59.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:00.000+0000,(604)438-1232,,chinheng.choo@pointonefinancial.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,701G0000000xnahIAA,,,,0.0,0.0,0.0,,False,4339.0
500G000000ODJ6hIAH,False,,00005041,003G000001hVjtDIAS,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Leverage Investment,High,"Mr. Lai is a new advisor, one of his client has inquired about a leverage investing opportunity. The advisor needed help for choose the investment portfolio for this client. Explained how a diversified portfolio can do the best for the client, and how to match the portfolio to client's risk tolerance level.",True,2014-11-10T03:25:25.000+0000,False,False,005G0000002gyCuIAI,2014-05-20T16:26:28.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416)789-4527X295,,terence.lai@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,,2.0,0.0,0.0,,False,4335.0
500G000000ODJD9IAP,False,,00005042,003G000001hVkFBIA0,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Leverage Investment,Medium,Portfolio recommendation for a leverage Investment opportinity,True,2014-11-10T03:25:53.000+0000,False,False,005G0000002gyCuIAI,2014-05-20T16:30:55.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905) 475-0122,,chen.lin@f55f.com,(905) 475-5578,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Marketing Piece,1.0,0.0,0.0,,False,4335.0
500G000000ODJmsIAH,False,,00005043,003G0000018f6fyIAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Intestacy,Medium,Reg Hill told Paul Aikman to speak to me about Paul's friend whose 25 year old daughter died intestate.,True,2014-05-20T16:55:37.000+0000,False,False,005G0000002heHMIAY,2014-05-20T16:55:25.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)261-4690,(403) 614-8811,reg.hill@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4335.0
500G000000ODSXmIAP,False,,00005044,003G000001hVgJTIA0,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client Alice Chan,High,client wants to know benefits of  dealing with insurance companty referred him to advanced sales article,True,2015-03-25T20:32:58.000+0000,False,False,005G0000002gy1jIAA,2014-05-20T23:17:42.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)896-4723,(250) 896-4723,michael@drumsnabfinancial.ca,,,,,,,,,,,Family told her not to proceed. Leave money in GIC with bank,Other,,,0.0,,,0.0,False,Family told her not to proceed. Leave money in GIC with bank,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Marketing Piece;Quotation,3.0,0.0,0.0,,False,4335.0
500G000000ODYSuIAP,False,,00005045,003G0000018f6y0IAA,001G000000urMqKIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Provided PWC portfolio recommendation for Dixon family,High,"I edited the proposal to include Chris designations.  Also to turn up the heat a little more on the speculative nature of the HYB's by editing the comments to emphasize the loss of capital (currently $100,000 + of capital loss) and likely may never recover even at maturity",True,2014-05-21T12:56:21.000+0000,False,False,005G0000002gy7yIAA,2014-05-21T12:56:12.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(647)479-6241X235,(905) 484-2763 *,cnaudain@montageadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4334.0
500G000000ODYXQIA5,False,,00005046,003G0000018f6T7IAI,001G000000urMqlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Analyze 2 SunWise Seg fund policies for features/guarantees prior to moving to LL,High,"These policies may have some benefits that will be lost if voided and funds moved instead to LL.  The SunLife Advisor provided a fact sheet on the policies/riders/market value, etc.   He is concerned selling them will harm his former client as they are 'grandfathered"" policies no longer available for purchase..    At 1st review, nothing here seems to cause harm if sold.   The 100 / 100 policy is something we offer; the DB reset rider is something we offer; the MV is above the last DB reset so moving to LL will lock it in again without losing any guarantees/  The 1 fund owned in both policies has not outperformed our eqvivalent LL fund.  In fact, we have outperformed 1/2 the time and have done so with less price risk (our standard deviation is about 1/2 that of the SunLife fund

Will anayze further and send an email to David so he can keep the SunLife advisor informed",True,2014-05-27T17:44:35.000+0000,False,False,005G0000002gy7yIAA,2014-05-21T13:01:36.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905) 276-1177 x 404,,david.moir@londonlife.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document;Presentation,0.0,0.0,0.0,,False,4334.0
500G000000ODivNIAT,False,,00005047,003G0000018f7OBIAY,001G000000urMmxIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,profile funds vs individual portfolios,Medium,Client Greene has been placed in to Advanced and Balanced Profile. Dave wanted to discuss benefire of this vs individual funds,True,2014-07-11T14:22:01.000+0000,False,False,005G0000002gy1jIAA,2014-05-21T20:13:35.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)668-6387,(250) 668-6387,david@davidmccallum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4334.0
500G000000ODw6NIAT,False,,00005048,003G0000018f6zUIAQ,001G000000urMjXIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Client Portal on Freedom Funds,Medium,"Provided Rebecca with the ASR contact to confirm if client portal is available for Freedom Funds.  

I suspected no, but mentioned that the ASR can confirm the full details.",True,2014-05-22T16:09:15.000+0000,False,False,005G0000002h9WtIAI,2014-05-22T16:09:05.000+0000,005G0000002h9WtIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)475-0122,(416) 818-1382,rebecca@rebeccaleung.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002h9WtIAI,,,,,,,0.0,0.0,0.0,,False,4333.0
500G000000OEJIXIA5,False,,00005049,003G0000018f6XsIAI,001G000000urMu4IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Low,,True,2014-05-23T18:12:02.000+0000,False,False,005G0000002gy2wIAA,2014-05-23T18:10:21.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416)850-7147X322,(416) 450-6376,jeremy@fedorsenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4332.0
500G000000OEJK4IAP,False,,00005050,003G0000018f73qIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Low,,True,2014-05-23T18:12:37.000+0000,False,False,005G0000002gy2wIAA,2014-05-23T18:11:08.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(647)832-1568,(647) 832-1568,hezeng.li@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4332.0
500G000000OELEXIA5,False,,00005051,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Web,,Termination Rapid Rod Services LTD 280213,Medium,"Group terminated effective March 1, 2014. We recieved fax from client on January 21, 2014.",True,2014-10-04T14:52:16.000+0000,False,False,005G0000003WbdBIAS,2014-05-23T19:27:49.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4332.0
500G000000OEM6ZIAX,False,,00005052,003G0000018f6fRIAQ,001G000000urMqqIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Client deciding on employer pension.  How does our annuity compare,High,explained how to run an AQS quote,True,2014-05-23T20:03:37.000+0000,False,False,005G0000002gy7yIAA,2014-05-23T20:03:30.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)637-3636,(647) 330-3404,jgilmour@eagleridgefsl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4332.0
500G000000OEMsdIAH,False,,00005053,003G0000018f7qAIAQ,001G0000010Ax97IAC,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination Kindersley Concrete Products Ltd. 286507,Medium,"Group terminated effective April 30, 2014. Company was bought out. We recieved letter from client March 26, 2014.",True,2014-10-04T14:45:02.000+0000,False,False,005G0000003WbdBIAS,2014-05-23T20:36:05.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,,,s.larocque@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4332.0
500G000000OEjmPIAT,False,,00005054,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Stress Claim,Medium,Dave wanted my opinion on a claim where the client is disabled due to stress and the adjudicator is suggesting he can return to work based on the doctor's information. I suggested if they disagree they should pursue with the doctor and ask that he be percise and not ambiguous.,True,2014-05-26T15:08:38.000+0000,False,False,005G0000002gyDJIAY,2014-05-26T15:08:31.000+0000,005G0000002gyDJIAY,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4329.0
500G000000OEkalIAD,False,,00005055,003G0000018f6ctIAA,0015o000008CyhaAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,$1.7 million retention,High,,True,2014-05-29T18:36:48.000+0000,False,False,005G0000002gy9PIAQ,2014-05-26T16:48:41.000+0000,005G0000002gy5qIAA,2024-11-04T19:12:16.000+0000,0055o0000019VX9AAM,2024-11-04T19:12:16.000+0000,(905)637-3500,(905) 616-0611,whitney@sovereignwealth.ca,,,,,,,,,,,CIBC,Other,,,0.0,,,0.0,False,CIBC,,,,,005G0000002gy9PIAQ,,,,,,Analysis Document;Presentation,4.0,0.0,0.0,,False,4329.0
500G000000OEvVvIAL,False,,00005057,003G0000018f6fQIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Valuing LI for butterfly,Low,,True,2014-05-27T14:15:54.000+0000,False,False,005G0000002heHMIAY,2014-05-27T14:15:39.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)660-7315,,mike@synergyfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4328.0
500G000000OEzTdIAL,False,,00005058,003G0000018f7xOIAQ,001G000000urN7sIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Menkis lapse/reinstatement,High,"Simon looking for options to reduce premium on inforce par contract that is 1 year old.....policy is 67k prem, now over 90 days lapse status....head office provided quotes to switch from option B to G to reduce cost but now we need full heath dec and full meds.....client may be un-insurable now so simon was hoping to avoid that.....head office says no, we now need meds...sent all illustrations and comments from head office back to simon on May 26th",True,2014-06-02T19:25:29.000+0000,False,False,005G0000002gy1HIAQ,2014-05-27T16:32:18.000+0000,005G0000002gy1HIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)946-8112,(204) 771-7773,simon@simonhiebert.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1HIAQ,,,,,,Quotation,0.0,0.0,0.0,,False,4328.0
500G000000OFAMbIAP,False,,00005059,003G0000018f7pfIAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination B & A Lloyd Distributions Inc. 265782,Medium,"Recieved termination notification from HO May 16, 2014 advision that policy will be terminated effective July 1, 2014 as company only has 1 life and will not be hiring anyone anytime soon. Jim has been advised.",True,2014-09-02T21:36:50.000+0000,False,False,005G0000003WbdBIAS,2014-05-27T22:04:23.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 586-3338,(306) 539-6414,jimgwl@accesscomm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4328.0
500G000000OFL9MIAX,False,,00005060,003G0000018f6RNIAY,001G000000urMw0IAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Phone,,MMP to PS2,Medium,"Gregg has an analytical client who wants the exact percentage changes between plans, wanted a detailed outline of the product differences and also wanted a 1 and 2 year backtest of the portfolios. Gregg called me and requested I attend the meeting and I agreed. I am completing the analysis once the MMP dept relays me the rest of the information and I'll get back to them.",False,,False,False,00516000006m7POAAY,2014-05-28T14:28:42.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)953-1665,(204) 981-1445,gregg@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m7POAAY,,,701G0000000ar0qIAA,,,Quotation;Analysis Document,1.0,0.0,0.0,,False,4327.0
500G000000OFPPgIAP,False,,00005061,003G000001dNaD2IAK,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Access Quadrus not reporting a client held account?,Medium,"Joint account ITF for children not being reported.  It is client held so should be.   Wendy looking for DSC info

Advised her to contact Mackenzie for explanation",True,2014-05-28T14:51:29.000+0000,False,False,005G0000002gy7yIAA,2014-05-28T14:51:19.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)291-2527,(905) 515-8205,wendy@binnaclefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4327.0
500G000000OFSCBIA5,False,,00005062,003G0000018f79tIAA,001G000000urMouIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Charitable Giving, Investment to Insurance for Estate Transfer",Medium,"Kevin had a complex case in which Jeff Calliguri, Lee Raito and myself provided feedback on his strategy. We all brainstormed for close to 2 hours and discussed in detail the risks and benefits of the strategy. Kevin is hoping to use this method to continue to attract assets for wealthy individuals with a focus on philanthropic desires.",True,2014-05-28T15:06:25.000+0000,False,False,005G0000002gyFjIAI,2014-05-28T15:06:08.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)578-5500,,kevin@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyFjIAI,,,701G0000000ar0qIAA,,,Presentation,0.0,0.0,0.0,,False,4327.0
500G000000OFXScIAP,False,,00005063,003G0000018f6iwIAA,001G000000urMpgIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Schneider - Sun Life quoting,Medium,"Sun life has released a quote and apparently significantly cheaper.  It was just written last year.  Need to obtain what Sun is quoting.  Discussed the differences of our two contracts with Pat, expressing that they are very similar in design and pricing.  Next steps, Pat is talking with the client and trying to obtain the quote",True,2015-03-31T16:54:04.000+0000,False,False,005G0000002gy2UIAQ,2014-05-28T16:52:18.000+0000,005G0000002gy2UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 337-6553 X 25,,pat.lawhorn@craievichfinancial.com,(519) 336-2752,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2UIAQ,,,,,,,0.0,0.0,0.0,,False,4327.0
500G000000OFbJ8IAL,False,,00005064,003G0000018f6VkIAI,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Low,,True,2014-05-28T18:23:43.000+0000,False,False,005G0000002gy2wIAA,2014-05-28T18:23:29.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)660-9414X284,,silvio.schiavone@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4327.0
500G000000OFeNmIAL,False,,00005065,003G0000018f6uiIAA,001G000000urMthIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,FEPO and grad program,Medium,"Increase MIB when client reaches higher non-evidence limit?

Emailed Helen.",True,2014-05-28T20:27:50.000+0000,False,False,005G0000002gyDWIAY,2014-05-28T20:27:43.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)863-7644,(250) 863-7644,lewis@intagenwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4327.0
500G000000OFt7kIAD,False,,00005066,003G0000018f7wXIAQ,001G000000urNCGIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Review of Personal Holdings,Medium,Brian asked me to review his personal holdings. Currently he is in the Managed Money and FAA (flexible accumlation annuity) DSC and has been transferring his matured units to the Managed Money.,True,2014-06-24T13:28:53.000+0000,False,False,005G0000003Wo4iIAC,2014-05-29T17:04:23.000+0000,005G0000003Wo4iIAC,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 739-2033,,brian.tomsich@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003Wo4iIAC,,,,,,,2.0,0.0,0.0,,False,4326.0
500G000000OFtEMIA1,False,,00005067,003G0000018f6q4IAA,001G000000urMsuIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,Phone,,Lee Ann Grant,Medium,"690K sitting with RBC advisor in stocks, bonds and mutual funds. Wants proposal put together and portfolio with same asset allocation.",False,,False,False,005G0000002hUunIAE,2014-05-29T17:08:48.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(506)457-4444X1,(506) 471-6693,michael.haggerty@lsfg.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hUunIAE,,,,,,,0.0,0.0,0.0,,False,4326.0
500G000000OFtNFIA1,False,,00005068,003G0000018f7wXIAQ,001G000000urNCGIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Tomsich - Breschuk,Medium,Brian asked me to review a recomendation implimented about a year ago provided by the previous PWC.,True,2014-05-30T15:14:06.000+0000,False,False,005G0000003Wo4iIAC,2014-05-29T17:17:14.000+0000,005G0000003Wo4iIAC,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 739-2033,,brian.tomsich@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003Wo4iIAC,,,,,,,0.0,0.0,0.0,,False,4326.0
500G000000OFtjKIAT,False,,00005069,003G0000018f6fQIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,USA review Veracity Energy,Low,"From Neeraj Pardeshi (Contact Name is incorrect, it was just chosen at random)",True,2014-05-29T17:29:06.000+0000,False,False,005G0000002heHMIAY,2014-05-29T17:28:58.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)660-7315,,mike@synergyfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4326.0
500G000000OFwQzIAL,False,,00005070,003G0000018f7A0IAI,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Low,,True,2014-05-29T19:00:39.000+0000,False,False,005G0000002gy2wIAA,2014-05-29T19:00:26.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)475-0122,,kevin.wong@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4326.0
500G000000OFwSCIA1,False,,00005071,003G0000018f6XsIAI,001G000000urMu4IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Low,,True,2014-05-29T19:01:29.000+0000,False,False,005G0000002gy2wIAA,2014-05-29T19:01:21.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416)850-7147X322,(416) 450-6376,jeremy@fedorsenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4326.0
500G000000OFwZDIA1,False,,00005072,003G0000018f7FEIAY,001G000000urMr9IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Low,,True,2014-05-29T19:09:13.000+0000,False,False,005G0000002gy2wIAA,2014-05-29T19:06:18.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(647)290-0676,(647) 290-0676,bruce@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,1.0,0.0,0.0,,False,4326.0
500G000000OG1XMIA1,False,,00005073,003G0000018f6vrIAA,001G000000urMunIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Pension Credit information,Medium,Denise has a client who denied pension credit.Understanding is GIO with Insurance Co incoem and RRIF incoem qualify for pension credit sent advanced sales article for her reference.,True,2014-09-18T19:43:53.000+0000,False,False,005G0000002gy1jIAA,2014-05-29T22:32:40.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)475-1108,(250) 727-1287,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy1jIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4326.0
500G000000OG1ZrIAL,False,,00005074,003G000001hVgJTIA0,001G000000urMmwIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Deferred annuity for minors,High,Mike client has a need to place money for her daughters until the attend university. She asked us to look into annuities for 5 years income commemcing once she turns 18. This can be done forwarded HO email to him for reference,True,2014-06-20T21:09:19.000+0000,False,False,005G0000002gy1jIAA,2014-05-29T22:35:17.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)896-4723,(250) 896-4723,michael@drumsnabfinancial.ca,,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy1jIAA,,,,,,Concept,0.0,0.0,0.0,,False,4326.0
500G000000OG1oDIAT,False,,00005075,003G0000018f7AmIAI,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Campbell case,High,Discussed approach with clients when dealing  with various companies. Clients feel they need to be dealing with many companies in order to be diversified.,True,2015-02-25T21:50:56.000+0000,False,False,005G0000002gy1jIAA,2014-05-29T22:49:50.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)516-5758,,mike@gainingaltitudefinancial.com,,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy1jIAA,,,701G0000000aqzsIAA,,,Presentation,2.0,0.0,0.0,,False,4326.0
500G000000OG2TBIA1,False,,00005076,003G0000018f6xPIAQ,001G000000urMmwIAE,,,,,,Segregated Fund,012G00000012AYWIA2,More Information Required,Product Question,Email,,RBC GIF Comparison info vs LL,High,Paul Bock  poor services with IG RBD offering leveraging and the GIF program and making big guarantees and no back up illustrations.,False,,False,False,005G0000002gy1jIAA,2014-05-29T23:52:17.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,250-475-1100,(250) 897-5586,denise.ropp@freedom55financial.com,(250) 475-1200,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000ar0lIAA,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,4326.0
500G000000OGCH7IAP,False,,00005077,003G000001VtHOJIA3,001G000000urN5DIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Baranoski,Medium,"Mary is looking after a group life conversion for us - male, 42, NS.

Application to client service today.",True,2014-05-30T15:21:08.000+0000,False,False,005G0000002gy2jIAA,2014-05-30T15:20:35.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905) 523-4593,,madhubshukla@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4325.0
500G000000OGFRoIAP,False,,00005078,003G0000018f6gSIAQ,001G000000urMw8IAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Complex Case,Phone,,Andrew Parsons Pension,Medium,"Has an 800K pension client (405K in tax limits 394K outside). Wants to know if it is better to stay or commute value. Also, taking another job and wants to know what his existing pension will be if he kept contributing for another 10-15 years. wants to use this as leverage for another company that is trying to hire him away.",False,,False,False,005G0000002hUunIAE,2014-05-30T17:07:15.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)431-7526,,john@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hUunIAE,,,,,,,0.0,0.0,0.0,,False,4325.0
500G000000OGG3YIAX,False,,00005079,003G0000018f7xVIAQ,001G000000urN76IAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,3 CI policies potential re-structuring,Low,,True,2014-07-29T14:14:01.000+0000,False,False,005G0000002gyDJIAY,2014-05-30T17:23:01.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,,(204) 745-8604,bill@bill.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4325.0
500G000000OGGnCIAX,False,,00005080,003G0000018f6tMIAQ,001G000000urMvHIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Phone,,Carol and Joseph Brennan,Medium,Have 700K plus in reg and non reg with Nesbitt Burns. Advisor requires investment analysis for a portfolio as well as client has 1.3 million cash coming from a farm sale (tax free),False,,False,False,005G0000002hUunIAE,2014-05-30T17:51:24.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(506)457-5524,,andrew@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hUunIAE,,,,,,Presentation,0.0,0.0,0.0,,False,4325.0
500G000000OGHCvIAP,False,,00005081,003G0000018f6tMIAQ,001G000000urMvHIAU,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,Phone,,Paul and Lorrie Myles,Medium,Looking for investment analysis and portfolio for 734k personal assets and 608 corp assets. Also have 1 million in cash coming in from sale of business. Personal and corp assets currently at TD Waterhouse in stock and mutual funds.,False,,False,False,005G0000002hUunIAE,2014-05-30T18:10:07.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(506)457-5524,,andrew@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hUunIAE,,,,,,Presentation,0.0,0.0,0.0,,False,4325.0
500G000000P0zDCIAZ,False,,00005082,003G0000018f6VJIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Inter vivos charitable gift of LI,Low,GWL article provided,True,2014-06-02T18:17:40.000+0000,False,False,005G0000002heHMIAY,2014-06-02T18:17:02.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)617-4330,,stuart@libinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4322.0
500G000000P107KIAR,False,,00005083,003G0000018f7IxIAI,001G000000urMquIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Estate Planning,Medium,"Advisor has a potential client for estate planning. the client has several corporations, with partnerships in all the corporations. the client is seeking estate planning advice from other sources. the Advisor wanted to have some advice how to approach the client. provided her some marketing pieces and explained the idea how to use holding companies and investment, insurance products to transfer the assets between two generations.",True,2014-11-10T03:22:57.000+0000,False,False,005G0000002gyCuIAI,2014-06-02T18:45:17.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416)569-3280,(416) 569-3280,peny@axiomfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Marketing Piece,1.0,0.0,0.0,,False,4322.0
500G000000P11lpIAB,False,,00005084,003G0000018f6eTIAQ,0015o000008CyxsAAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review USA - Gentex,Low,"Second review occured on July 16, 2014",True,2014-06-02T19:41:15.000+0000,False,False,005G0000002heHMIAY,2014-06-02T19:40:59.000+0000,005G0000002heHMIAY,2024-08-21T15:21:45.000+0000,0055o0000019VX9AAM,2024-08-21T15:21:46.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4322.0
500G000000P12g8IAB,False,,00005085,003G0000018f7XvIAI,001G000000urN57IAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,FEPO - 41108773 Maggisano,Medium,Vern requested a pre underwriting advise to add MIB to this policy.  we had the response from underwriting that based in the financial info provided full amount of FEPO be allowed.,True,2017-03-06T21:15:56.000+0000,False,False,005G0000002gy2jIAA,2014-06-02T20:20:49.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905) 819-9946,(416) 399-7698,zollerv@sympatico.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4322.0
500G000000P16qHIAR,False,,00005086,003G0000018f7HlIAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,CDA Credit,Low,Spoke with Jim about how the CDA account works,True,2014-06-02T22:41:05.000+0000,False,False,005G0000002gy5ZIAQ,2014-06-02T22:40:54.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)438-1232X268,(604) 838-1132,jim.low@4pillarsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4322.0
500G000000P1ILSIA3,False,,00005087,003G0000018f79hIAA,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,"Leveraging strategy, rates, mechanics of loan, etc. for prospective 25K client.",Medium,,True,2014-06-03T16:22:48.000+0000,False,False,005G0000002gy2wIAA,2014-06-03T16:22:20.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(647)500-0883,(647) 500-0883,jiangqian@gloryfinancialinvestment.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,1.0,0.0,0.0,,False,4321.0
500G000000P1ZxCIAV,False,,00005088,003G0000018f6oWIAQ,001G000000urMw7IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Review USA - Frontier Construction,Low,,True,2014-06-04T12:45:43.000+0000,False,False,005G0000002heHMIAY,2014-06-04T12:45:28.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)393-9798,,patrick@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4320.0
500G000000P1a14IAB,False,,00005089,003G0000018f7PpIAI,001G000000urMxvIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Transfer LI to corporation,Low,"Dave met the client, Shirley Rempel, an old friend, at the funeral of her daughter.  She said she was doubting the abilities of her advisor, Spencer Mellace.  I spoke to Guy Caouette who assured me that he and Spencer were carefully helping Shirley, but she seemed to be getting confused due to her also getting advice from other persons.  I told Dave to let Shirley know she can rely on Spencer, and Dave was comforted knowing Guy was on the case.",True,2014-06-04T12:50:37.000+0000,False,False,005G0000002heHMIAY,2014-06-04T12:50:23.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)225-4764,(403) 975-8109,dave.wylie@navwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4320.0
500G000000P1a30IAB,False,,00005090,003G000001WspSEIAZ,001G000001EWVMnIAP,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI policy between sister corporations,Low,"Trevor wanted confirmation that such a transfer had tax consquences.  I informed him that such a transfer occurred at CSV, and since the policy was permanent, there was CSV.",True,2014-06-04T12:53:08.000+0000,False,False,005G0000002heHMIAY,2014-06-04T12:52:56.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780) 475-5191,(780) 977-9210,trevor@esrm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4320.0
500G000000P1cocIAB,False,,00005091,003G000001hX1EmIAK,001G0000011aHBUIA2,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Quadrus funds,Medium,Alecsander needed some information on our Quadrus corporate class funds.,True,2014-06-04T15:04:09.000+0000,False,False,005G0000002gxzdIAA,2014-06-04T15:03:40.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(514) 331-5838 x 326,,alecsander.ionescu@freedom55financial.com,(514) 331-5928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4320.0
500G000000P1eaIIAR,False,,00005092,003G0000018f7aaIAA,001G000000urNB0IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Pro-Mar Electrical,Medium,"Fawn Day sent a spreadsheet with a request to revised the renewal, not unusual.  She mentioned in her email that, due to the nature of the relationship with this client, she was going to market the NEGOTIATED rates.  I told her we wouldn't stand a chance of keeping the business as other carriers would discount off the negotiated rates which were already 12% below the original renewal.  Told her if that was the case then I wouldn't be willing to send negotiated rates until after she completed her marketing.",True,2014-06-04T19:10:19.000+0000,False,False,005G0000002gy74IAA,2014-06-04T16:26:09.000+0000,005G0000002gy74IAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 650-6363 X51404,,penny.zanussi@cowangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy74IAA,,,,,,,0.0,0.0,0.0,,False,4320.0
500G000000P1jb1IAB,False,,00005093,003G0000018f7YmIAI,001G000000urN5zIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Group Life Conversion - Morley,Medium,"Darlene is looking a group life conversion from one of Duff's groups (Holstein).

Jennifer is looking for the illustrations information and I sent to them along with the application.",True,2017-03-06T21:16:18.000+0000,False,False,005G0000002gy2jIAA,2014-06-04T19:39:20.000+0000,005G0000002gy2jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 756-9560,(519) 756-4200 x 58214,darlene.savage@cowangroup.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy2jIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4320.0
500G000000P1ohJIAR,False,,00005094,003G0000018f6brIAA,001G000000urMp0IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,Complex Case,Medium,wanted to discuss transferring policies into a corp,False,,False,False,005G0000002gy9ZIAQ,2014-06-04T21:55:15.000+0000,005G0000002gy9ZIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)272-0840,(204) 981-3017,don@eatonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,4320.0
500G000000P1oiWIAR,False,,00005095,003G0000018f6bxIAA,001G000000urMoxIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,Complex Case,Medium,Gerry had some quesitons regarding trusts for existing clients,False,,False,False,005G0000002gy9ZIAQ,2014-06-04T21:56:01.000+0000,005G0000002gy9ZIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)488-2038X1,(204) 981-0556,gerry@hodsonfinancialinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9ZIAQ,,,,,,,0.0,0.0,0.0,,False,4320.0
500G000000P2LU2IAN,False,,00005096,003G0000018f6stIAA,001G000000urMouIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,MMP to Preferred Series 2,Medium,Lee and Blair needed a proposal for their client Mr. Wood to show how he would've done in PS2 vs MMP and also a moderate PS2 proposal to present to the client. We discussed MER's and ability to write off fees and they are going to present the information to the client this week.,True,2014-06-06T15:47:40.000+0000,False,False,005G0000002gyFjIAI,2014-06-06T15:47:08.000+0000,005G0000002gyFjIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)947-6600,(204) 219-4274,lee@worbfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,MMP Program,,,,,005G0000002gyFjIAI,,,701G0000000ar0qIAA,,,Marketing Piece;Quotation;Analysis Document,0.0,0.0,0.0,,False,4318.0
500G000000P2OeDIAV,False,,00005097,003G0000018f73NIAQ,001G000000urMsAIAU,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,GIO inquiry,Medium,"Wanted to know best rate we could offer on a GIO for $1,7 million.",True,2014-06-06T18:14:39.000+0000,False,False,005G0000002gxzdIAA,2014-06-06T18:13:53.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4318.0
500G000000P2kq3IAB,False,,00005098,003G0000018f6cQIAQ,001G000000urMvVIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,HNW,High,Have clients with assets that now qualify for HNW. Currently have Quadrus funds and old segs. Want to move old segs to Quadrus. Clients are fee conscious. Has some dsc remaining and have to figure that out. Wants numbers run on the switch.,True,2017-02-15T19:46:15.000+0000,False,False,005G0000002gxyEIAQ,2014-06-09T02:22:48.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)425-8223,(902) 430-5716,rob.healy@healyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4316.0
500G000000P2pYcIAJ,False,,00005099,003G0000018f6LAIAY,001G000000urMq5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Justine Deluca,Medium,$578k in a LL seg fund looking to move to Preferred Series 1.  Met with Dave to discuss on May 30th.,True,2014-10-23T19:48:06.000+0000,False,False,005G0000002gy5oIAA,2014-06-09T14:07:46.000+0000,005G0000002gy5oIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519)458-4381,,dave@trustedpartnerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5oIAA,,,701G0000000ar0MIAQ,,,,0.0,0.0,0.0,,False,4315.0
500G000000P2tQNIAZ,False,,00005100,003G0000018f76QIAQ,001G000000urMnRIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,A. Britnell,High,"Connect with Claudette P., loss of speech contract definitions for contracts Sept 2000 and Mar 2007.",True,2015-03-23T17:59:30.000+0000,False,False,005G0000002gyGaIAI,2014-06-09T16:38:16.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)202-2803,(604) 202-2803,reid@mcgruerwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,1.0,0.0,0.0,,False,4315.0
500G000000P2vutIAB,False,,00005101,003G0000018f74qIAA,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Taxation / deductibility of premiums,Medium,Referred to latest tax/ownership article.,True,2014-06-09T18:14:39.000+0000,False,False,005G0000002gyDWIAY,2014-06-09T18:14:32.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)718-7232,(250) 717-6774,katrina@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,701G0000000xnahIAA,,,,0.0,0.0,0.0,,False,4315.0
500G000000P2x2tIAB,False,,00005102,003G000001HFbdxIAD,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Large Life,High,"Nick using talking pints from our lst two sessions but this is high net worth, 28k premium, discussed with John Caraher
For uncle , high net worth 
Needs Analysis needs to be done",True,2014-06-25T16:52:22.000+0000,False,False,005G0000002gyG3IAI,2014-06-09T18:56:15.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519)996-9699,(519) 996-9699,nicktonita@encompasswealth.ca,,,,,,,,,,,Empire Life,Empire Life,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,701G0000000xnacIAA,,,Quotation,0.0,0.0,0.0,,False,4315.0
500G000000P2z4IIAR,False,,00005103,0035o000007WVK9AAO,0015o000008CydCAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,ROR calculation on Investment Centre,Medium,"Paul was questioning ROR showing on client stmt as being unreasonable. Deposit of $266,000 in May 2013 and current value now over $360,000 and only showing 3% ROR. Explained drawing info since original PAC set up in 1994, along with DVM method. Sent stmt showing ROR since May 2013.",True,2014-06-09T20:09:12.000+0000,False,False,005G0000002gy6dIAA,2014-06-09T20:08:57.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)478-8500,(204) 791-8382,pedmond@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4315.0
500G000000P2zefIAB,False,,00005104,003G0000018f73qIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,financial underwriting for a T10 re-write,Low,,True,2014-06-09T20:30:53.000+0000,False,False,005G0000002gy2wIAA,2014-06-09T20:30:32.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(647)832-1568,(647) 832-1568,hezeng.li@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4315.0
500G000000P3BSkIAN,False,,00005105,003G0000018f6ZmIAI,001G000000urMqVIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Shareholder buy out - shot gun clause,Low,meeting with client re options to buy out and tax implications,True,2017-09-05T17:02:05.000+0000,False,False,005G0000002gy9vIAA,2014-06-10T15:15:14.000+0000,005G0000002gy9vIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416)366-2971,(416) 937-0987,larry.park@lparkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4314.0
500G000000P3WnbIAF,False,,00005106,003G000001B4waiIAB,001G000000urMF8IAM,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Fixed Income Corp Class,Medium,Was moving client from Q to N and wanted to know if he could switch the Fixed Income Corp Class.,True,2014-06-11T15:34:18.000+0000,False,False,005G0000002gy6dIAA,2014-06-11T15:34:06.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 789-3744,(306) 581-3400,jeff@mrefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4313.0
500G000000P3WquIAF,False,,00005107,003G0000018f6jBIAQ,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Polciy Details,Low,Spoke with Irene about contract details and riders.  Sample policy provided for Irene to understand exclusions.,True,2014-06-11T15:35:16.000+0000,False,False,005G0000002gy5ZIAQ,2014-06-11T15:35:06.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)732-1508,,irene.sie@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,701G0000000xnahIAA,,,,0.0,0.0,0.0,,False,4313.0
500G000000P3b7eIAB,False,,00005108,003G0000018f6iAIAQ,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Cascading - $1M,High,"Client in 60s/70s wants to cascade funds to his kids and grandkids.  Has $1M from inheritance.  Wants tax-free, easy, fast.",True,2014-07-15T21:14:59.000+0000,False,False,005G0000002gyDWIAY,2014-06-11T18:15:16.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)763-1114,(250) 899-2337,tamara@clearworthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,701G0000000xnahIAA,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4313.0
500G000000P3x9dIAB,False,,00005109,003G000001ilOYyIAM,001G000000urMnzIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Benefit transitory pharmacist,Low,Spoke with Bob about DI option for a Pharmicist who contract at several different location.  Refered to Lauren for Sonata Health.,True,2014-06-12T18:01:13.000+0000,False,False,005G0000002gy5ZIAQ,2014-06-12T18:01:02.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604) 438-1232,,nebojsa.bicanin@freedom55financial.com,(604) 438-7799,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,701G0000000xnahIAA,,,,0.0,0.0,0.0,,False,4312.0
500G000000P4hGrIAJ,False,,00005130,003G0000018f72FIAQ,001G000000urMswIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Pension Transfer,Medium,"has a client with 750K pension. Client is older with no debts, very little expenses and living with her children. wants to know if pension transfer is viable. Waiting for client information form to be filled out. Work in progress",True,2017-02-15T19:46:32.000+0000,False,False,005G0000002gxyEIAQ,2014-06-16T13:58:24.000+0000,005G0000002gxyEIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(506)333-3270,(506) 333-3270,jennifer@mcconaghyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyEIAQ,,,,,,,0.0,0.0,0.0,,False,4308.0
500G000000PgWj9IAF,False,,00005131,003G000001cQtbNIAS,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Taxation of fundraising proceeds,Low,,True,2014-06-16T16:37:21.000+0000,False,False,005G0000002heHMIAY,2014-06-16T16:37:01.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780)604-3711,(780) 604-3711,info@melaniecheekfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4308.0
500G000000PgWt4IAF,False,,00005132,003G000001UQQ35IAH,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Investment ideas,Low,"Referred from Sabrina Feula.  Advisor investment idea.  I called advisor who was surprised to hear from me and not particularly pleased.  We briefly discussed her case, and I suggested she look at Corporate Asset Transfer.",True,2014-06-16T16:43:35.000+0000,False,False,005G0000002heHMIAY,2014-06-16T16:43:23.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780)428-8585,,lindsay.fenwick@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4308.0
500G000000PgaDvIAJ,False,,00005133,003G000001b4GbzIAE,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"$1,000,000 Investment Portfolio",Medium,"the advisor recently brought in a $1,000,000 investment. I approached the advisor to see if he need any help on constructing the investment portfolio. It was declined.",True,2014-06-16T18:48:10.000+0000,False,False,005G0000002gyCuIAI,2014-06-16T18:47:51.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416) 789-4527 X436,,zupeng.li@freedom55financial.com,(416) 789-0236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,,1.0,0.0,0.0,,False,4308.0
500G000000PgaYPIAZ,False,,00005134,003G0000018f72AIAQ,001G000000urMr5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Client Retirement Income Product Inquiry,High,The advisor and I closed a one million dollar case a month ago. Now the client is inquiring more with regarding our retirement income products. The goal for the client is looking for some steady income for his wife and himself. Need to translate the marketing materials to Chinese to present to the client.,True,2014-11-10T03:22:26.000+0000,False,False,005G0000002gyCuIAI,2014-06-16T19:00:20.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(647)408-2038,(647) 287-0117,hui.chen@helpingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Presentation,1.0,0.0,0.0,,False,4308.0
500G000000PgbEQIAZ,False,,00005135,003G0000018f6o1IAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning - farm,Low,Email inquiry from Kelly Ganter,True,2014-06-16T19:24:25.000+0000,False,False,005G0000002heHMIAY,2014-06-16T19:24:15.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780)440-0733,,markz@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4308.0
500G000000PgtB4IAJ,False,,00005137,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI between PC and holdco,Low,,True,2014-06-17T17:23:38.000+0000,False,False,005G0000002heHMIAY,2014-06-17T17:23:25.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4307.0
500G000000PgtDoIAJ,False,,00005138,003G0000018f6dcIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Transfer LI between Opco and Holdco,Low,,True,2014-06-17T17:24:53.000+0000,False,False,005G0000002heHMIAY,2014-06-17T17:24:43.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4307.0
500G000000PgxquIAB,False,,00005139,003G0000018f6plIAA,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Small business owners with Mexican kids/grandkids,High,"Husband owns own company and is shareholder in wife's daycare.  She is Mexican and their kids (+ grandkid) live in Mexico.

Looking to convert inforce LL Par policies and use them as corp-owned policies.  Suggested consulting tax/estate professional to discuss benefit of HoldCo and estate planning.

Also looking at DI/CI.",True,2014-08-27T21:12:06.000+0000,False,False,005G0000002gyDWIAY,2014-06-17T20:36:11.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,250-753-9955,(250) 626-6911,nigel.hart@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,701G0000000xnahIAA,,,,0.0,0.0,0.0,,False,4307.0
500G000000PgyrKIAR,False,,00005140,003G0000018f6VJIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Charitable giving,Low,"Phil Franklin ultimately provided the answer:  when a client pays premiums on a policy owned by the charity, London Life will issue a letter to the charity stating the amounts of premium paid.",True,2014-06-17T21:29:12.000+0000,False,False,005G0000002heHMIAY,2014-06-17T21:29:03.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)617-4330,,stuart@libinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4307.0
500G000000PhFptIAF,False,,00005141,003G0000018f6wYIAQ,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Quadrus Corp Class funds,Medium,Luca required some general information on our Quadrus corp class funds.,True,2014-06-18T19:00:43.000+0000,False,False,005G0000002gxzdIAA,2014-06-18T18:59:58.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4306.0
500G000000PhJDPIA3,False,,00005142,003G0000018f6X1IAI,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination 101198624 SASKATCHEWAN LTD. O/A S.P. TRUCKING,Medium,"Termination effective June 15, 2014.",True,2014-10-04T14:54:02.000+0000,False,False,005G0000003WbdBIAS,2014-06-18T21:08:16.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)581-9734,(306) 581-9734,kurtis@kurtiskrugfinancial.com,(306)586-1282,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4306.0
500G000000PhJxhIAF,False,,00005143,003G0000018f7OTIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Gift to US person,Low,,True,2014-06-18T21:47:38.000+0000,False,False,005G0000002heHMIAY,2014-06-18T21:47:30.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4306.0
500G000000PhK0gIAF,False,,00005144,003G0000018f7T4IAI,001G000000urMSLIA2,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Charitable donation of LI policy inter vivos,Low,,True,2014-06-18T21:49:54.000+0000,False,False,005G0000002heHMIAY,2014-06-18T21:49:46.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780) 963-5230,,bill@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4306.0
500G000000PhRQAIA3,False,,00005145,003G0000018f6cNIAQ,001G000000urMrzIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,CLEARY,Medium,Client is questionning his current portfolio/ strategies/ fees he went to get a second opinion from National Bank/ BMO/Desjardins to figure out how he will start getting a reveu from his assets and reviewing fees and portfolio. He asked what would be his capital gains if he was to withdraw everything.,True,2014-12-08T19:43:56.000+0000,False,False,005G0000002gy8MIAQ,2014-06-19T13:53:18.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(514)984-1974,(514) 984-1974,josee.houle@fl55.com,,,,,,,,,,,National Bank,Other,,,0.0,,,0.0,False,National Bank,,,,,005G0000002gy8MIAQ,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4305.0
500G000000PhbZcIAJ,False,,00005146,003G0000018f7ITIAY,001G000000urMq5IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,Westex Coatings Inc -287009,High,Trying to conserve this 25 life case. it's all down to price and nothing else.,True,2014-06-19T20:45:29.000+0000,False,False,005G0000002gyAEIAY,2014-06-19T20:45:01.000+0000,005G0000002gyAEIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519)275-3333,,dino@vfgwealth.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4305.0
500G000000Phr5eIAB,False,,00005147,003G0000018f6wIIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate planning - LI beneficiary designation,Low,Holt,True,2014-06-20T17:03:51.000+0000,False,False,005G0000002heHMIAY,2014-06-20T17:03:41.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(877)211-2633,(403) 614-5789,stephanie@affluencepartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4304.0
500G000000PhuLVIAZ,False,,00005149,003G0000018f6hpIAA,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review Will - DW Alexander,Low,,True,2014-06-20T19:16:27.000+0000,False,False,005G0000002heHMIAY,2014-06-20T19:16:18.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,403-329-6220,,tyler@coxfinancialgroup.ca,(403) 320-7720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4304.0
500G000000PhxDGIAZ,False,,00005150,003G000001GJMBwIAP,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Saving a term,Medium,Client cancelled term.  Trying to reinstate 90 days.  Possible conversion to 20 pay.,True,2014-06-20T22:01:18.000+0000,False,False,005G0000002gy5ZIAQ,2014-06-20T22:01:18.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,604-438-1232,,leonard.kiing@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,701G0000000xnahIAA,,,,0.0,0.0,0.0,,False,4304.0
500G000000PiI29IAF,False,,00005151,003G0000018f7TqIAI,001G000000urN2pIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Johnston FAA transfer to PS,Medium,"Fee analysis
Capital Gains Report
Transfer paperwork",True,2016-03-16T15:58:57.000+0000,False,False,005G0000002gxyWIAQ,2014-06-23T10:36:36.000+0000,005G0000002gxyWIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(613)369-5505,(819) 230-6425,nanstis@fhpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyWIAQ,,,,,,Analysis Document,1.0,0.0,0.0,,False,4301.0
500G000000PiWaJIAV,False,,00005152,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,N Series Fee Issues,High,"Client set up N series in 2012. Total value dropped below $500,000 in 2013 so was switched to Q. Made deposits to bring over $1,000,000 later in 2013. Funds deposited at that time went into N, but Gerry didn't switch funds in Q to N. Thought this would happen automatically.",True,2014-07-30T15:03:14.000+0000,False,False,005G0000002gy6dIAA,2014-06-23T21:22:37.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,Analysis Document,3.0,0.0,0.0,,False,4301.0
500G000000Pig4RIAR,False,,00005153,003G0000018f6a2IAA,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,End Client Question,Medium,"June 24: CIBC was ""attacking"" our funds.",True,2014-06-24T14:07:28.000+0000,False,False,005G0000002gy4OIAQ,2014-06-24T14:05:08.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519)967-1180,,laura@laurabelleau.ca,,,,,,,,,,,CIBC,Other,,,0.0,,,0.0,False,CIBC,,,,,005G0000002gy4OIAQ,,,,,,,1.0,0.0,0.0,,False,4300.0
500G000000PijmgIAB,False,,00005154,003G000001MobytIAB,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Med 1 =,Low,,True,2014-07-14T14:14:50.000+0000,False,False,005G0000002gy2wIAA,2014-06-24T16:12:42.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)660-9414,(416) 846-9600,info@billyemra.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4300.0
500G000000PilibIAB,False,,00005155,003G0000018f7qpIAA,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination - HECK'S ENTERPRISES,Medium,"Termination effective July 1, 2014.",True,2014-10-04T14:54:27.000+0000,False,False,005G0000003WbdBIAS,2014-06-24T17:14:25.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 773-1547,(306) 774-5900,kirstin@wwsmith.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4300.0
500G000000Pim7vIAB,False,,00005156,003G0000018f7LoIAI,001G000000urMnzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Foreign Child Life,Low,Margaret wanted to know when a child will qualify for insurance if they were born in another country.,True,2014-06-24T17:29:17.000+0000,False,False,005G0000002gy5ZIAQ,2014-06-24T17:29:04.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)438-1232,(778) 238-3238,margaret.tam@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4300.0
500G000000PimDZIAZ,False,,00005157,003G0000018f6nyIAA,001G000000urMnzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,CI Illustration,Medium,Helped Allen to better understand and manipulate GWL CI illustration software.,True,2014-06-24T17:32:08.000+0000,False,False,005G0000002gy5ZIAQ,2014-06-24T17:32:00.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)438-1232,(778) 688-5929,alfred.huang@polarbearwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4300.0
500G000000Pine7IAB,False,,00005158,003G0000018f7pbIAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination - Plainsmen Automotive Ltd.,Medium,"Terminated effective Jun 30, 2014. 1 life on policy.",True,2014-10-04T14:55:15.000+0000,False,False,005G0000003WbdBIAS,2014-06-24T18:25:25.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,,,dianna.waffle@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4300.0
500G000000PjS6lIAF,False,,00005159,003G0000018f6z4IAA,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Inforce UL,Medium,questions on how it works and why it was potentially sold JFTD,False,,False,False,005G0000003SxRoIAK,2014-06-26T18:16:23.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519)998-2009,(519) 998-2009,darrenbailey@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4298.0
500G000000Pjj1bIAB,False,,00005160,003G0000018f7QoIAI,001G000000urMyHIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,LI Marketing Idea,Low,,True,2014-06-27T14:13:00.000+0000,False,False,005G0000002heHMIAY,2014-06-27T14:12:48.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250) 914-1508,,daveclarke@prizmfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4297.0
500G000000Pjj3wIAB,False,,00005161,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,GST,Low,,True,2014-06-27T14:14:09.000+0000,False,False,005G0000002heHMIAY,2014-06-27T14:13:59.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4297.0
500G000000PjjPiIAJ,False,,00005162,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,"Oilund, Christine and Darren",Low,"2014/06/26:  Met with clients for estate planning.  Freeze and family trust makes sense, esp. to mulitply CGE with children (and adult grandchildren).  Clients heavily insured already.",True,2014-06-27T14:23:11.000+0000,False,False,005G0000002heHMIAY,2014-06-27T14:23:01.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4297.0
500G000000PkRsEIAV,False,,00005163,0035o000006npylAAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination - The Tidy Time Saver Ltd.,Medium,"Termination effective July 14, 2014.",True,2014-10-04T14:55:44.000+0000,False,False,005G0000003WbdBIAS,2014-06-30T19:49:21.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)757-8631,,jeff.lightheart@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4294.0
500G000000QVCdvIAH,False,,00005164,003G0000018f7ylIAA,0015o000008CydDAAS,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,occ class upgrade,Low,"client: Goodfellow

Reviewed finanical evidence and provided quote for occ class upgrade.",True,2014-07-02T15:01:58.000+0000,False,False,005G0000002gyDJIAY,2014-07-02T15:01:46.000+0000,005G0000002gyDJIAY,2024-01-31T20:35:26.000+0000,0055o0000019VX9AAM,2024-01-31T20:35:27.000+0000,(204)946-8197,(204) 471-6509,dan@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,Quotation,0.0,0.0,0.0,,False,4292.0
500G000000QVo0LIAT,False,,00005165,003G0000018f7aIIAQ,001G000000urNBOIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Charlton,Medium,Client moved to England and he wants to know if moving monies into GWL segs can circumvent trading restrictions on the account as England is a closed country for the mutual funds side.,True,2015-03-18T17:52:22.000+0000,False,False,005G0000002gy4kIAA,2014-07-04T15:41:24.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 837-9659,(519) 580-6838,rob.jacobi@tenzing.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,,3.0,0.0,0.0,,False,4290.0
500G000000QVpu5IAD,False,,00005166,003G0000018f7JzIAI,001G000000urMwGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"Termination - B.N. STEEL & METAL (2002) INC - July 31, 2014",Medium,"Termination effective July 31, 2014.",True,2014-10-04T14:56:15.000+0000,False,False,005G0000003WbdBIAS,2014-07-04T19:39:22.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)775-3333,(306) 527-3519,shane@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4290.0
500G000000QWGlXIAX,False,,00005167,003G0000018f6THIAY,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review financial statements - First Call Heating,Low,Contact only via Kelly Ganter.  Advisor needs to justify LI coverage amount after underwriter concerns expressed.,True,2014-07-07T16:03:43.000+0000,False,False,005G0000002heHMIAY,2014-07-07T16:03:30.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780) 489-5704 ext 6,,murdockfinancial.heath@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4287.0
500G000000QWM3kIAH,False,,00005168,003G0000018f6vuIAA,001G000000urMnYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Exclusion v rating,Medium,7836593-5/B785139-0 policy had three exclusions or $3/000 rating,True,2014-07-07T19:20:10.000+0000,False,False,005G0000002hHYOIA2,2014-07-07T19:18:11.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604) 685-6521 x389,,christine.dove@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4287.0
500G000000QWM8pIAH,False,,00005169,003G0000018f7GaIAI,001G000000urMnYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,JFTD options,Medium,client wants perm policies what are the options,True,2014-07-07T19:22:03.000+0000,False,False,005G0000002hHYOIA2,2014-07-07T19:21:12.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4287.0
500G000000QWMHYIA5,False,,00005170,003G0000018f6iNIAQ,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,surrender limits on Jubilee WL,Medium,Client wants to surrender partial policy in the future what are the limits,True,2014-07-07T19:27:00.000+0000,False,False,005G0000002hHYOIA2,2014-07-07T19:26:14.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)716-9055,(604) 716-9055,helen@zakipourfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4287.0
500G000000QX75jIAD,False,,00005171,003G0000018f6dWIAQ,001G000000urMnlIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,CI reissue,High,"underwritting now has new information for CI case recently issued to Mr Chow. Life was declined due to pot use CI app did not disclose this information

speaking with Naomi about pulling the app and sending back - Lindsay P is the underwriter in this case.",True,2014-07-14T18:05:27.000+0000,False,False,005G0000002hHYOIA2,2014-07-08T15:27:47.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)833-0348,(604) 833-0348,lynn@lifestyleprotector.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4286.0
500G000000QXFCsIAP,False,,00005172,003G0000018f722IAA,001G000000urMthIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Chiropractor with lone atrial fibrillation,Medium,Awaiting pre-UW response.,True,2014-08-27T21:12:14.000+0000,False,False,005G0000002gyDWIAY,2014-07-08T20:09:19.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250) 763-1114 x 4217,(250) 808-7810,corina.wilhelm@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,1.0,0.0,0.0,,False,4286.0
500G000000QXdBqIAL,False,,00005173,003G000001EFnluIAD,0015o000008Cz0AAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Foundation case - application questions,Medium,2 UL apps,True,2014-07-09T22:06:13.000+0000,False,False,005G0000002gy8wIAA,2014-07-09T21:54:17.000+0000,005G0000002gy8wIAA,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,(306) 934-6011 ext 128,,rkolla@mallardwealth.ca,,,,,,,,,,,Canada Life,Canada Life,,,0.0,,,0.0,False,,,,,,005G0000002gy8wIAA,,,,,,Quotation,1.0,0.0,0.0,,False,4285.0
500G000000QXqKMIA1,False,,00005174,003G0000018f7r5IAA,0015o000008Cz01AAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,In Trust for Seg Fund,Medium,"1 account set up for 2 kids originally, with only 1 child as annuitant. Other is disabled. Kids are now adults. How to allow 1 kid to withdraw funds and set up new account for disabled individual without other accessing the funds.",True,2014-07-22T18:47:24.000+0000,False,False,005G0000002gy6dIAA,2014-07-10T16:55:23.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,1 (800) 667-4712,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4284.0
500G000000QXwUmIAL,False,,00005195,003G0000018f7rvIAA,0015o000008Cz0AAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Quadrus Charitable Giving,Medium,CRA is challenging the tax deduction for the contribution to a Quadrus Charitable Giving account that one of Rick's clients set up in 2013. John Yanchus is looking into it.,True,2014-07-14T20:02:07.000+0000,False,False,005G0000002gy6dIAA,2014-07-10T20:45:02.000+0000,005G0000002gy6dIAA,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,(306)934-6011,,rkennedy@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4284.0
500G000000QY5LEIA1,False,,00005196,003G0000018f7MxIAI,001G000000urMspIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,Phone,,Disability waiver for child policy,Medium,"10 vs 20 year disability waiver on a 20 pay for a 16year old. 

Dad is 50 - is there any point in taking the 20 year DW doesn't it expire at age 60?  why is it even an option?",False,,False,False,005G0000002gyB3IAI,2014-07-11T12:22:50.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(709)111-1111,(709) 673-2844,angela.baker@prosperitywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4283.0
500G000000QY7bYIAT,False,,00005212,003G0000018f7qxIAA,001G000000urN6FIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,RESP Questions,Medium,Bob was upset that ASR did not provide answers to his questions regarding max contributions and reduced PAC.,True,2014-07-11T14:28:52.000+0000,False,False,005G0000002gy6dIAA,2014-07-11T14:28:34.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)931-2623,,bob.dobrinski@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4283.0
500G000000QYjOEIA1,False,,00005238,003G000001B4uhmIAB,001G000000urN58IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Commission Inquiry,Medium,"Geoff received his commission statement showing a debit amount, but is wondering why as they recently amended the plan to add a benefit (& delete HSP).",True,2015-05-05T19:29:15.000+0000,False,False,005G0000002hHbcIAE,2014-07-14T14:05:10.000+0000,005G0000002hHbcIAE,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(226) 388-0642,,geoff@hewickbenefits.com,,,,,,,,,,,,,,,0.0,,001G0000014Gc6QIAS,0.0,False,,,,,,005G0000002hHbcIAE,,,,,,,0.0,0.0,0.0,,False,4280.0
500G000000QYjWNIA1,False,,00005239,003G0000018f7DLIAY,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Product Question,Medium,"$6,000 premium GWL illustration questions, copied Gladys M. and Lee C.",True,2014-07-14T14:11:10.000+0000,False,False,005G0000002gy2wIAA,2014-07-14T14:10:47.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)660-9414,(647) 825-8887,hao.ding@torusadvisorygroup.com,(647)430-9635,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4280.0
500G000000QYodxIAD,False,,00005240,003G000001Vqy0nIAB,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Inforce service,Medium,Client is on disability. Helped Advisor with filing claim for the clients life policy,False,,False,False,005G0000003SxRoIAK,2014-07-14T17:05:09.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 650-8111,,charles.charron@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4280.0
500G000000QYqcSIAT,False,,00005241,003G0000018f6rDIAQ,001G000000urMnTIAU,,,,,,DI,012G00000012AYVIA2,In Progress,End Client Question,Email,,delcine on DI,Medium,"Chad still curious as to reason - he will find out and get back - concern is that it might be something that happened after time of application, meaning what impact would that change have on TIA",False,,False,False,005G0000002hHYOIA2,2014-07-14T18:16:29.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)681-8234,,chad@anchorpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4280.0
500G000000QYuBfIAL,False,,00005272,003G0000018f7wlIAA,001G000000urNCRIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Mexico based client,Medium,"Client is Canadian, moving to Mexico for 2-3 years for work. Selling his house in Windsor but plans to come back and retire in Canada. Will have a P.O. Box in Canada for mail. He will be paying taxes in Mexican Pesos. Monies are in third party funds totaling $175,900 across TFSA, RRSP, Non Reg and LIRA. Quadrus Client id is 503488430. 

Question: Can he transfer monies into GWL Segs and continue to service this client?",True,2016-06-16T17:35:58.000+0000,False,False,005G0000002gy4kIAA,2014-07-14T20:26:25.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519)979-8559,,john@bonato.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,701G0000000aqzEIAQ,,,,1.0,0.0,0.0,,False,4280.0
500G000000RFLHiIAP,False,,00005293,003G0000018f6tuIAA,001G000000urMnRIAU,,,,,,CI,012G00000012AYVIA2,In Progress,End Client Question,Email,,CI for new Canadian,Medium,"German citizen applying for residency, not been here for a year",False,,False,False,005G0000002hHYOIA2,2014-07-15T22:45:39.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)438-1232,(778) 882-4575,adeline@adelinelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4279.0
500G000000RFLKhIAP,False,,00005294,003G0000018f74aIAA,001G000000urMnRIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,COI as a % of premium for par,Medium,"client wants to know what % of Premium is being charged for LI...not that simple.

Trying to set up time with Alli to review Par's CV&Premium relationship",False,,False,False,005G0000002hHYOIA2,2014-07-15T22:49:05.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604) 685-6521 x422,,allison.warnyca@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,0.0,0.0,0.0,,False,4279.0
500G000000RFXJXIA5,False,,00005335,003G0000018f7pAIAQ,001G000000urMwtIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Low,Inquiry through Nikita Macdougall,True,2014-07-16T16:21:54.000+0000,False,False,005G0000002heHMIAY,2014-07-16T16:21:43.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)343-7769,(403) 357-0845,john@surepathgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4278.0
500G000000RFZO9IAP,False,,00005356,003G000001B41p0IAB,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"R & G Transport Ltd. Transfer eff Aug 1, 2014 to large group 58756 Div 7",Medium,Transfer to Regular Group- Seaboard Transport Group of Companies - Policy: 58756 - Div: 7,True,2014-10-04T14:58:02.000+0000,False,False,005G0000003WbdBIAS,2014-07-16T17:38:47.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 751-7335,,thompsonc024@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4278.0
500G000000RFb9zIAD,False,,00005357,003G0000018f6raIAA,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Stock capitalization,Medium,Steven wanted to know the meaning of stock capitalization when referring to mutual funds or seg funds.,True,2014-07-16T18:48:39.000+0000,False,False,005G0000002gxzdIAA,2014-07-16T18:48:10.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(514)235-5520,(514) 235-5520,steven.dalfen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Concept,0.0,0.0,0.0,,False,4278.0
500G000000RFes9IAD,False,,00005358,003G0000018f7rvIAA,0015o000008Cz0AAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB RRIF,Medium,"Moved RRSP to RRIF with LIB. Income requested was more than LIA. Discussed options with Rick - may take additional income from another source to protect the guarantee,",True,2014-07-16T21:22:10.000+0000,False,False,005G0000002gy6dIAA,2014-07-16T21:22:01.000+0000,005G0000002gy6dIAA,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,(306)934-6011,,rkennedy@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4278.0
500G000000RFtoCIAT,False,,00005359,003G0000018f6bTIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Spousal RRSP inquiry,Medium,,True,2014-07-17T17:03:09.000+0000,False,False,005G0000002gxzdIAA,2014-07-17T17:02:15.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(514)335-4260,(514) 346-1212,earbour@sfea.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4277.0
500G000000RFymqIAD,False,,00005360,003G000001aRuxJIAS,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Tom Wolfe and contributing to RRSP until you reach your Max limit,Medium,"1) After that, don't contribute else your in a penalty situation at 1% per month

2) you can make the contribution this year, but claim the deduction on your Tax return any subsequent year.  The carry-forward to claim is indefinate, even when you retire you can claim the tax deduction against OAS/CPP or any other income

3) Recommend you direct your surplus to TFSA after RSP is maxed out
4) Retained earnings for a SOLE PROPRIETORSHIP have already been taxed to you personally when earned, and the fact you may not spend any money from your SOLE PROPRIETORSHIP leaving you IDLE funds to invest, the funds in the business do not change your RRSP contribution room.   The year you earned income in this business resulted in your RRSP contribution room INCREASING (as income earned in a SOLE PROPRIETORSHIP is the same income as if earned personally) and you already paid tax on it.   So you can't get more contribution room simply because you have ""retained earnings"" as you already benefited from getting an increase to your RSP limit from this income",True,2014-07-17T20:10:23.000+0000,False,False,005G0000002gy7yIAA,2014-07-17T20:10:00.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905) 276-1177 x494,(647) 296-5500,scott.mcmaster@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4277.0
500G000000RGJGJIA5,False,,00005361,003G0000018f6dqIAA,001G000000urMrIIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,app questions prior to appointment,Medium,,True,2014-12-18T22:13:12.000+0000,False,False,005G0000002gy2wIAA,2014-07-18T19:10:16.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(877)857-2673,,dan.mccash@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4276.0
500G000000RGN2kIAH,False,,00005362,003G0000018f6anIAA,001G000000urMnaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,DI claim,Medium,Mike had a client who was disabled but did not submit a claim. Talked about the process and what should have been done going forward in terms of process to ensure that it gets started sooner,True,2014-07-18T21:57:06.000+0000,False,False,005G0000002hHYOIA2,2014-07-18T21:56:56.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)685-6521,(604) 617-4123,michael@etheringtonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,2.0,0.0,0.0,,False,4276.0
500G000000RGNIYIA5,False,,00005363,003G0000018f7GaIAI,001G000000urMnYIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Beardsly,Medium,current client wants to know additional $'s that need to go in before can put plan on RPU,False,,False,False,005G0000002hHYOIA2,2014-07-18T22:14:26.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,Quotation,1.0,0.0,0.0,,False,4276.0
500G000000RGhM3IAL,False,,00005364,003G000001NrYDQIA3,001G000000urMrJIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Investment Portfolio Inquiry -- Jeff Zhang,Medium,"One insurance client of Jeff, has $80,000 for investment. The client need a relatively safe investment option. Jeff does not have much experience for investment, he is looking for help for investment portfolio recommendation. Based on the client's risk tolerance level, I recommended the LL Balance model portfolio.",True,2014-11-10T03:22:01.000+0000,False,False,005G0000002gyCuIAI,2014-07-21T03:52:36.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,905-475-0122,,zifeng.zhang@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Analysis Document,0.0,0.0,0.0,,False,4274.0
500G000000RGhQPIA1,False,,00005365,003G0000018f79hIAA,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Joint Account Inquiry,Medium,"The advisor has an insurance case currently working with the client. The client has an inquiry with regarding how a family member who does not has Canadian status can invest in Canada. I explained that the family member can not have investment account open in LL, except to have a joint account with someone has the Canadian immigration status.",True,2014-11-10T03:21:30.000+0000,False,False,005G0000002gyCuIAI,2014-07-21T04:08:30.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(647)500-0883,(647) 500-0883,jiangqian@gloryfinancialinvestment.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,0.0,0.0,0.0,,False,4274.0
500G000000RGhckIAD,False,,00005366,003G0000018f7IxIAI,001G000000urMquIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Estate & Retirement Planning for Multi-business owner,High,"Prospect is a business owner of several sports garment manufacture businesses. He is considering estate planning to transfer the ownership of his business to his two daughters. He also has a large amount of retained earnings in the corporation.
--------------------------------------------------------------------------
Provided the fact finding for estate planning cases. waiting for the feed back from client.",True,2014-08-11T19:46:05.000+0000,False,False,005G0000002gyCuIAI,2014-07-21T04:43:32.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416)569-3280,(416) 569-3280,peny@axiomfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4274.0
500G000000RGsJaIAL,False,,00005367,003G000001cQtMDIA0,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,DSC being questioned on a LIRA where unlocking may occur in less than 7 years,Medium,"Client has $16k in a LIRA/ Age 28 and wants to consider using it within the next 7 years to buy a new home under RRSP HBP

This would require unlocking under ""small dollar rule"" which may not be available if client has other locked in accounts that Ezio is not aware of.

He indicated on the application the hold period is 5 years and HO is now questioning his DSC election.   He will provide his notes via return email to Compliance to express the DSC is payable through 7 years and the client is aware.   If client unlocks and buys a home requiring a withdrawal prior to Year 7, they will incur a DSC (approx 4%) and are aware.",True,2014-07-21T17:16:05.000+0000,False,False,005G0000002gy7yIAA,2014-07-21T17:14:50.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905) 276-1177 x 500,(519) 826-1631,ezio.carlino@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4273.0
500G000000RGsNcIAL,False,,00005368,003G0000018f6fgIAA,001G000000urMnkIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Cho,Medium,wanting to find out when premiums can be stopped,True,2014-07-21T17:17:31.000+0000,False,False,005G0000002hHYOIA2,2014-07-21T17:16:53.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(236)317-0060,,angelo@venetsanosfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,Quotation,1.0,0.0,0.0,,False,4273.0
500G000000RGsxQIAT,False,,00005369,003G0000018f7zAIAQ,001G000000urMzDIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,CANUS,Medium,"How is pricing on CANUS determined for additonal members.

Advise that is is the same pricing as current and then recalculated at renewal based on the new group size",True,2014-07-21T17:37:46.000+0000,False,False,005G0000002gy4lIAA,2014-07-21T17:37:08.000+0000,005G0000002gy4lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)499-4841,(902) 499-4841,bob.young@fairleadfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,0.0,0.0,0.0,,False,4273.0
500G000000RGtZFIA1,False,,00005370,003G0000018f7jYIAQ,001G000000urN05IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Phone,,LTD Group and Individual,Medium,"AGR Drilling currently has a NEM of $1275 with a max of $10,000. They have individual RBC policies for $4000 to make up the difference between our NEM and their full amount of coverage. The issue is given the group plan has a max of $10,000 the possibility of overinsurance is a real concern. My recommendation was to put in a hard line overall maximum of $1000 for STD and $1275 for LTD.  This way no possible over insurance is possible.",True,2014-07-21T17:56:54.000+0000,False,False,005G0000002gy4lIAA,2014-07-21T17:56:39.000+0000,005G0000002gy4lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(709)237-4122,(709) 682-6275,sneil@murphyneil.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,1.0,0.0,0.0,,False,4273.0
500G000000RGxcwIAD,False,,00005371,003G0000018f6Z0IAI,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,web application NBN,Low,,True,2014-07-21T20:18:58.000+0000,False,False,005G0000002gy2wIAA,2014-07-21T20:18:44.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905) 660-9414 X270,,bruce.bonnar@freedom55financial.com,(905) 660-9415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4273.0
500G000000RHDG2IAP,False,,00005372,003G0000018f7qnIAA,0015o000008Cz06AAC,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Service Request,Phone,,"Dempsey Laird Trucking, Policy #251245",Medium,Multiple employees are in incorrect benefit classes,False,,False,False,005G0000003V3VWIA0,2014-07-22T16:23:45.000+0000,005G0000002gyEtIAI,2024-04-03T13:32:36.000+0000,0055o0000019VX9AAM,2024-04-03T13:32:37.000+0000,(306) 244-0949,,deb.wiegers@wiegers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003V3VWIA0,,,,,,,1.0,0.0,0.0,,False,4272.0
500G000000RHFaTIAX,False,,00005373,003G0000018f7MvIAI,001G000000urMtjIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Debbie Mallow - reduce coverage,Low,,True,2014-07-22T17:52:59.000+0000,False,False,005G0000002gyDWIAY,2014-07-22T17:52:52.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250) 763-1114 x 4229,(250) 864-7353,carolann.hillman@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4272.0
500G000000RHLKqIAP,False,,00005374,003G000001IkUzgIAF,001G000000urMrzIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Model portfolios,Medium,Neil wanted to get some historical returns for our model portfolios,True,2014-07-22T21:04:10.000+0000,False,False,005G0000002gxzdIAA,2014-07-22T21:03:45.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(450) 420-2555,,neil@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4272.0
500G000000RHM1LIAX,False,,00005375,003G0000018f70KIAQ,001G000000urMnuIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,USD Mutual Funds,Medium,Provided Wayne with detail on USD Mutual Funds,False,,False,False,005G0000002gy1jIAA,2014-07-22T21:37:33.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)568-7939,(604) 568-7939,wayne@normanwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Marketing Piece,0.0,0.0,0.0,,False,4272.0
500G000000RHM9tIAH,False,,00005376,003G0000018f72zIAA,001G000000urMnxIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,USD Mutual Funds,Medium,"provided her with 4 client names that are holding 3rd party Mutual Funds.Suggested she review our offering and transfer them over to our shelf. Spoke with her director Terry to followup with her, 
K.Shi $64K , Y Shi $58K, H Wang $30k, H Wang $30K",False,,False,False,005G0000002gy1jIAA,2014-07-22T21:45:02.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)375-5128,6043755128,serena.wen@serenawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Presentation,0.0,0.0,0.0,,False,4272.0
500G000000RHMKiIAP,False,,00005377,003G0000018f7EYIAY,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,USD Mutual Funds,Medium,Provided Hector with PPT and facts on both our USD Funds and Floating Rate Fund info.,True,2016-10-11T21:10:48.000+0000,False,False,005G0000002gy1jIAA,2014-07-22T21:55:30.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)727-1126,(250) 727-1126,michael@mhponti.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Marketing Piece;Presentation,1.0,0.0,0.0,,False,4272.0
500G000000RHMXbIAP,False,,00005378,003G0000018f6Y1IAI,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,USD Mutual Funds,Medium,Sent Andy info on new USD Mutual Funds,True,2014-07-22T22:04:41.000+0000,False,False,005G0000002gy1jIAA,2014-07-22T22:04:26.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(778)433-6001,(778) 433-6001,andy.pharo@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Presentation,0.0,0.0,0.0,,False,4272.0
500G000000RHMkpIAH,False,,00005379,003G0000018f6lNIAQ,001G000000urMnoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,USD Mutual Funds,Medium,Provided Lexx with USD Mutual Fund info. He will look fro opportunities within his client base,True,2014-07-22T22:16:33.000+0000,False,False,005G0000002gy1jIAA,2014-07-22T22:16:03.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)607-3585,(604) 607-3585,alexander@alexanderpotter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Marketing Piece;Presentation,0.0,0.0,0.0,,False,4272.0
500G000000RHMmMIAX,False,,00005380,003G0000018f79VIAQ,001G000000urMnoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,USD Mutual Funds,Medium,Provided Jenny with USD Fund Information,True,2014-07-22T22:18:12.000+0000,False,False,005G0000002gy1jIAA,2014-07-22T22:17:52.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)961-5409,(604) 961-5409,jennie.weeks@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Presentation,0.0,0.0,0.0,,False,4272.0
500G000000RHMsKIAX,False,,00005381,003G000001hVgJTIA0,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,USD Fund info,Medium,Emailed Mike Quadrus new USD info,True,2014-07-22T22:23:51.000+0000,False,False,005G0000002gy1jIAA,2014-07-22T22:23:20.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)896-4723,(250) 896-4723,michael@drumsnabfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Presentation,0.0,0.0,0.0,,False,4272.0
500G000000RHMviIAH,False,,00005382,003G000001b4EF9IAM,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,USD Mutual Fund info,Medium,Sent Kim PPT and Q&A document,True,2014-07-22T22:26:17.000+0000,False,False,005G0000002gy1jIAA,2014-07-22T22:26:03.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,,,kim.nguyen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Presentation,0.0,0.0,0.0,,False,4272.0
500G000000RHMywIAH,False,,00005383,003G0000018f6WuIAI,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Quadrus USD Mutual Fund,Medium,Emailed Derek the USD PPT and Q&A document,True,2014-07-22T22:28:47.000+0000,False,False,005G0000002gy1jIAA,2014-07-22T22:28:23.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)415-2151,,derek.graham@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Presentation,0.0,0.0,0.0,,False,4272.0
500G000000RHN0JIAX,False,,00005384,003G0000018f7AmIAI,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Quadrus USD Mutual Funds,Medium,Emailed Mike the PPT and Q&A,True,2014-07-22T22:30:25.000+0000,False,False,005G0000002gy1jIAA,2014-07-22T22:30:08.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)516-5758,,mike@gainingaltitudefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Presentation,0.0,0.0,0.0,,False,4272.0
500G000000RHN25IAH,False,,00005385,003G0000018f7FhIAI,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,USD Mutual Funds,High,emailed Rick teh USD Mutual Fund PPT and Q&A,True,2014-07-22T22:32:22.000+0000,False,False,005G0000002gy1jIAA,2014-07-22T22:32:05.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)727-7197X251,,rick.waugh@lifeplangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Presentation,0.0,0.0,0.0,,False,4272.0
500G000000RHN4uIAH,False,,00005386,003G0000018f7AqIAI,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,Email,,Quadrus USD Mutual Fund and Monthly Income Funds,Medium,Emailed teh above presentations to him,False,,False,False,005G0000002gy1jIAA,2014-07-22T22:33:58.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(778)404-1704X202,,tony.lewin@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Presentation,0.0,0.0,0.0,,False,4272.0
500G000000RHhJiIAL,False,,00005387,003G0000018f78GIAQ,001G000000urMsFIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,LIF inquiry,Medium,Krisna had inquiry about client's LIF account and possiblity of withdrawing more money from it.,True,2014-07-23T20:19:05.000+0000,False,False,005G0000002gxzdIAA,2014-07-23T20:18:31.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(514)613-1836,,michael.rozenek@freedom55financial.com,(514)332-1127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4271.0
500G000000RHiWnIAL,False,,00005388,003G0000018f7AjIAI,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate Planning - personally owned rental properties,Low,"Client should consider maintaining personal ownership, insurance for tax bill on deemed disposition, testamentary trust for children and mother.",True,2014-07-23T21:09:46.000+0000,False,False,005G0000002heHMIAY,2014-07-23T21:09:31.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403) 261-4690 x331,,troy.fuller@freedom55financial.com,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4271.0
500G000000RI6jDIAT,False,,00005389,003G000001XsbP0IAJ,001G000000urN1tIAE,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Phone,,GP Canada Transfer to large group,Medium,The group is now 70 lives and growing. He anticipates greater product flexibility. We will transfer for Sept 1,False,,False,False,005G0000002gyGkIAI,2014-07-24T22:19:57.000+0000,005G0000002gxxFIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604) 683-6891,,daryl.king@apriinc.com,(604) 605-0020,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGkIAI,,,,,,,1.0,0.0,0.0,,False,4270.0
500G000000RIKNBIA5,False,,00005390,003G0000018f722IAA,001G000000urMthIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,New chiro prospect from website referral (Vancouver),Medium,,True,2014-08-27T21:12:26.000+0000,False,False,005G0000002gyDWIAY,2014-07-25T17:02:54.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250) 763-1114 x 4217,(250) 808-7810,corina.wilhelm@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,0.0,0.0,0.0,,False,4269.0
500G000000RIv8jIAD,False,,00005391,003G0000018f6u2IAA,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Questions on RPU change for inforce policy. What forms to use? Directed him to his MA as I was not 100%,Medium,,False,,False,False,005G0000003SxRoIAK,2014-07-28T15:24:02.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(226)440-6453,(519) 575-6453,michael.brewitt@brewittfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4266.0
500G000000RJ152IAD,False,,00005392,003G0000018f6wIIAQ,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Estate Planning - Fariq / Minuteman Press,Medium,"Met with Stephanie Stewart, Mohammed Tariq Choundry (father) and Faisal Tariq (son).  Any further effort on this file without full financial disclosure from the clients would be an unwarranted use of company resources. - 2014 07 25",True,2014-07-28T18:39:21.000+0000,False,False,005G0000002heHMIAY,2014-07-28T18:39:09.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(877)211-2633,(403) 614-5789,stephanie@affluencepartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4266.0
500G000000RJ1C8IAL,False,,00005393,003G0000018f7HWIAY,001G000000urMoXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Disgruntled client - West End Registry,Medium,"Client threatening lawsuit over conversion of term policy to universal life which was done with advice from ""Advisor X"" from whom Charlie bought a book of business.  After meeting with us, client seems satisfied that he was not poorly advised. - 2014 07 28",True,2014-07-28T18:43:07.000+0000,False,False,005G0000002heHMIAY,2014-07-28T18:42:51.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780)940-4795,,charlie.sarnoski@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4266.0
500G000000RJ1diIAD,False,,00005394,003G000001B4yxjIAB,001G000000vly0BIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Phone,,H-Vactech Systems,Medium,"July 28th: Discussion with Kyle regarding the renewal on this case. Sent 'experience reports"" ... Offered  an alternative solution to reduce casts on dental .. Remove major, 1/12, 6su, $1000 max.",True,2014-10-10T18:18:36.000+0000,False,False,005G0000002gyE0IAI,2014-07-28T18:55:30.000+0000,005G0000002gyE0IAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(867) 667-2144,,kyle.marchuk@sunlife.com,(867) 668-3495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyE0IAI,,,,,,,1.0,0.0,0.0,,False,4266.0
500G000000S3rSjIAJ,False,,00005396,003G000001YhjWaIAJ,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Inforce policy on twin children,Medium,Policy was not set up the same. Client thought they were set up the same. Worked with Advisor on solutions to make the coverages the same going forward.,False,,False,False,005G0000003SxRoIAK,2014-07-30T15:32:59.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 650-8111 ext. 348,,jean-claude.jungas@freedom55financial.com,(519) 650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4264.0
500G000000S3sv1IAB,False,,00005397,003G0000018f7Z1IAI,0015o000008CygmAAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,AMS Fee for $3.5mill PS2,High,He asked what fee he needs to charge to get net 50bps. Based on his bonus rate of 42.5% he will need to charge 60bps to get net 50bps.,True,2014-07-30T16:23:14.000+0000,False,False,005G0000002gy4kIAA,2014-07-30T16:21:41.000+0000,005G0000002gy4kIAA,2024-12-06T15:25:25.000+0000,0055o0000019VX9AAM,2024-12-06T15:25:26.000+0000,(905)227-7479X23,,mark@zfsgroup.ca,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,"Mackenzie Investments, IA Clarington, CIBC Asset Management",,,,,005G0000002gy4kIAA,,,701G0000000ar0MIAQ,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4264.0
500G000000S3tEwIAJ,False,,00005398,003G0000018f7Z1IAI,0015o000008CygmAAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Householding for PS2 pricing,High,"The Brodeur's have 2 personal and one Corp account already with GWL, are we able to get the $5M price band with new money $4.3M plus existing?
Please advise, thanks,
Cathy",True,2014-07-30T16:40:24.000+0000,False,False,005G0000002gy4kIAA,2014-07-30T16:35:00.000+0000,005G0000002gy4kIAA,2024-12-06T15:25:25.000+0000,0055o0000019VX9AAM,2024-12-06T15:25:26.000+0000,(905)227-7479X23,,mark@zfsgroup.ca,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,701G0000000ar0MIAQ,,,Marketing Piece,0.0,0.0,0.0,,False,4264.0
500G000000S3tRCIAZ,False,,00005399,003G0000018f6arIAA,001G000000urMuSIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI beneficiary in bankruptcy,Low,,True,2014-07-30T16:43:08.000+0000,False,False,005G0000002heHMIAY,2014-07-30T16:43:01.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)265-1860,(403) 540-1501,ensy@blaeberry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4264.0
500G000000S41KEIAZ,False,,00005401,003G000001B5noKIAR,001G000000urN58IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Automatic Switch and rebalancing feature,Medium,Wanted to know if additional cost assoiated with this service.,True,2014-07-30T21:16:16.000+0000,False,False,005G0000002gy4kIAA,2014-07-30T21:15:56.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905) 304-5770,(416) 453-5355,,(905) 304-7404,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,Concept,0.0,0.0,0.0,,False,4264.0
500G000000S4M8sIAF,False,,00005402,003G000001dNaD2IAK,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,End Client Question,High,Client: Gouzopoulos.  July 30 - Wendy requested clarification of 2 estate planning questions. Emailed John Yanchus.  Fwd'd answers to Wendy on July 21.,True,2014-07-31T19:42:08.000+0000,False,False,005G0000002gy8RIAQ,2014-07-31T19:38:30.000+0000,005G0000002gy8RIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)291-2527,(905) 515-8205,wendy@binnaclefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8RIAQ,,,,,,Analysis Document;Concept,0.0,0.0,0.0,,False,4263.0
500G000000S5f2kIAB,False,,00005403,003G0000018f7dCIAQ,001G000000urNBUIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Preferred Series 2 AMS fee,Medium,Wanted to know if she can charge 60 or 70 bps AMS fee and not just 50bps or 100bps.,True,2014-08-05T16:31:19.000+0000,False,False,005G0000002gy4kIAA,2014-08-05T16:30:38.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 765-1085,,annhaayema@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,701G0000000ar0MIAQ,,,Concept,0.0,0.0,0.0,,False,4258.0
500G000000S5iLQIAZ,False,,00005404,003G0000018f7jUIAQ,001G000000urMzWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Missing LTD and CI is at 10k and not 20k,Medium,Dave called asking why their new plan doesn't have LTD on it and why the CI is only at 10k and not 20k.,True,2014-08-05T19:09:32.000+0000,False,False,005G0000002gy4lIAA,2014-08-05T18:23:09.000+0000,005G0000002gy4lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)221-7201,(902) 221-7201,dave@dhrobertsfinancial.ca,,,,,,,,,,,,,,,0.0,,001G000001O9vErIAJ,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,0.0,0.0,0.0,,False,4258.0
500G000000S5zX5IAJ,False,,00005406,003G0000018f7xiIAA,001G000000urN7JIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,"HWN pricing for sub 500,000 case",Medium,"Further to our discussions regarding HNW cases that I’m not able to do with GWL/QIS due to the $500K limit, please forward and document this case for exception consideration.

Gordon Roberts (total assets aprox $437K)
QIS Client ID 502328979 $346,867
GWL RSP 52142199          $20,947
GWL LIRA 52142326         $70,546

I currently use preferred pricing on Invesco and Mackenzie funds in his SDRSP.  All of the funds in his QIS account have become free of DSCs and now I’m looking to find a way to effectively reduce fees across all funds/accounts.  Would like to continue with GWL accounts for estate planning purposes and have access to Real Estate Fund, International Bond, HYB and Floating Rate on seg fund basis.

I would like to move Invesco and Dynamic funds totalling $166k to Quadrus using L or N series funds and use Pref Series 1 or 2 in new GWL RRSP and LIRA accounts (move from old system to new). Combined assets would total over $257K.  I will not use Quadrus H series with a MAS fee as it will not allow me to charge a comparable trail fee to duplicate other company’s trail and allowing me to reduce the MER to a competitive level  (example QIS Mack Strategic Income H series vs. Mackenzie Strategic Income PW series)",True,2014-08-06T15:41:00.000+0000,False,False,005G0000003U4PAIA0,2014-08-06T15:40:26.000+0000,005G0000003U4PAIA0,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)272-9670,,stephen@entrustfs.ca,,,,,,,,,,,Dynamic,Dynamic,,,0.0,,,0.0,False,,,,,,005G0000003U4PAIA0,,,,,,Quotation,0.0,0.0,0.0,,False,4257.0
500G000000S7GzpIAF,False,,00005407,003G000001IkUzmIAF,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Changing trustee for 14 year old beneficiary,Low,,True,2014-08-11T15:50:59.000+0000,False,False,005G0000002heHMIAY,2014-08-11T15:50:47.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403) 261-4690 x 676,,ekirchmaier@upfinancial.ca,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4252.0
500G000000S7Mu2IAF,False,,00005408,003G0000018f7GdIAI,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Potential Client (Mr. Zhu) with over 1M to invest,High,"Mr. Zhu, Jiaqing, a friend of the advisor from China, immigrated to Canada three month ago. He has the intention to invest in Canada with over a million CNDs. The BMO is competing with us.",True,2014-11-10T03:20:49.000+0000,False,False,005G0000002gyCuIAI,2014-08-11T18:56:19.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Presentation,1.0,0.0,0.0,,False,4252.0
500G000000S7Q5hIAF,False,,00005409,003G0000018f6QmIAI,001G000000urMq5IAE,,,,,,CI,012G00000012AYVIA2,In Progress,End Client Question,Email,,UW questions for a 7yr old with ADHD,Medium,,False,,False,False,005G0000003SxRoIAK,2014-08-11T20:35:24.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 574-9703,,soghomonianr@yahoo.com,(519) 954-2488,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4252.0
500G000000Sb4meIAB,False,,00005415,003G0000018f6QWIAY,001G000000urMwGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Termination The Wascana Financial Group,Medium,"Group termed effective September 15, 2014. EFT has been stopped.",True,2014-10-04T14:59:14.000+0000,False,False,005G0000003WbdBIAS,2014-08-19T15:55:21.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4244.0
500G000000SbMOIIA3,False,,00005416,0030A0000029XtSQAU,001G000000wjNrWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Dividends Income and LTD,Medium,If they are unable to re-structure the income in time for Sept 1 can they still proceed with the group without LTD for the owners and then add it on back afterwards. The answer is yes.,True,2014-12-11T13:53:00.000+0000,False,False,005G0000002gy4lIAA,2014-08-20T13:08:25.000+0000,005G0000002gy4lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)468-3444,,tammy.campbell@ig.ca,(902)468-2399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,0.0,0.0,0.0,,False,4243.0
500G000000Sbi1FIAR,False,,00005420,003G000001j4UUMIA2,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Late Applicant Tom Farrington,Medium,"App is 2 years late, they want him added now.  Made an appeal but the evidence has been submitted so has to be used.",True,2014-08-25T12:56:47.000+0000,False,False,005G0000002gy6XIAQ,2014-08-25T12:56:32.000+0000,005G0000002gy6XIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 637-1067,,randygordon@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,1.0,0.0,0.0,,False,4238.0
500G000000SbosZIAR,False,,00005421,003G0000018f6sKIAQ,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Paying LI premiums from a trust,Low,Trust deed must be reviewed,True,2014-08-25T17:25:56.000+0000,False,False,005G0000002heHMIAY,2014-08-25T17:25:46.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(587)689-2453,(780) 995-2775,derek@finuity.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4238.0
500G000000SboxtIAB,False,,00005422,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Insurance needs analysis for farmers,Low,E-mails thru Valerie Flood only.  Completed EPQ required,True,2014-08-25T17:28:21.000+0000,False,False,005G0000002heHMIAY,2014-08-25T17:28:13.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4238.0
500G000000Sbpv0IAB,False,,00005423,003G0000018f6SVIAY,001G000000urMoGIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Transfer of ownership,Medium,spoke with Len about possible tax consequences of transferring ownership and assigning contingent owner.,True,2014-09-11T21:56:32.000+0000,False,False,005G0000004dZxMIAU,2014-08-25T18:00:38.000+0000,005G0000002gy03IAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)261-4690X247,(403) 281-3918,ltoccoli@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,0.0,0.0,0.0,,False,4238.0
500G000000Sbs0WIAR,False,,00005424,003G000001hWzmJIAS,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,inforce par questions,Medium,,False,,False,False,005G0000003SxRoIAK,2014-08-25T19:01:50.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 608-4004,,trevor.mcneil@freedom55financial.com,(519) 650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4238.0
500G000000SbzLbIAJ,False,,00005425,003G0000018f6pxIAA,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,keep DI over group,Medium,Client has indi DI and is now part of  a group plan,True,2014-08-26T00:14:18.000+0000,False,False,005G0000002hHYOIA2,2014-08-26T00:14:10.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)862-8615,(604) 862-8615,nesrine@pretiumwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4238.0
500G000000SbzQqIAJ,False,,00005426,003G0000018f6tuIAA,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,COLA definition,Medium,wanted help with explaining the MAX COLA allowed over time,True,2014-08-26T00:21:56.000+0000,False,False,005G0000002hHYOIA2,2014-08-26T00:21:51.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)438-1232,(778) 882-4575,adeline@adelinelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,,1.0,0.0,0.0,,False,4238.0
500G000000ScCFJIA3,False,,00005427,003G0000018f7kCIAQ,001G000000urMzqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Sheehy Enterprises,Low,"Sept 11 - s/w Susan Tanner who does not want claim to run through MRP.  Working with Susan and M&DS to see if we can have this claim processed on an ex-gratia basis as it is a one time treatment that will prevent further denta issues.


EE with expensive Dental work for dependant son.  Client does not have Orhto coverage, suggested MRP.  Sent Dave the MRP presentation so he can discuss with Susan at Sheehy.",True,2014-10-31T14:10:07.000+0000,False,False,005G0000002gy7UIAQ,2014-08-26T16:38:19.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902) 446-3900,(902) 880-1044,daviddraper@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,2.0,0.0,0.0,,False,4237.0
500G000000ScCHUIA3,False,,00005428,003G0000018f6vYIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Napkin Works,Medium,Late Applicant situation.  Have asked Joerg about possible Open Enrollment option.,True,2014-09-12T13:52:35.000+0000,False,False,005G0000002gy7UIAQ,2014-08-26T16:39:44.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,,(902) 877-5182,joerg@kanehlfinancial.com,(902) 830-2211,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,1.0,0.0,0.0,,False,4237.0
500G000000ScCK4IAN,False,,00005429,003G0000018f7kdIAA,001G000000urMzAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Howard Little,High,Amendment processed to add 2nd divison however seems to be interfering with claims on Div 1.  GCCS and Drug Services are looking into this.,True,2014-09-12T13:54:25.000+0000,False,False,005G0000002gy7UIAQ,2014-08-26T16:41:06.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902) 538-9097,,kirk@copperstonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4237.0
500G000000ScCMjIAN,False,,00005430,003G0000018f7kQIAQ,001G000000urMyuIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Robert Higgins,Medium,MRP arrears email sent to Helen and Gail on Aug 25.  Helen called and emailed to state that client always sends chq with claim.  She will await Gails return on Wednesday to clarify.,True,2014-09-12T13:55:20.000+0000,False,False,005G0000002gy7UIAQ,2014-08-26T16:42:51.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902) 454-7338,,helen@andersonandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,1.0,0.0,0.0,,False,4237.0
500G000000ScXB9IAN,False,,00005431,003G0000018f6p4IAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Policy Summaries,Medium,"Manulife - need to determine if there are current loans on policies, and what the status of each of the 3 are
5648899B
5645599A
5648898

Need to prevent policies from lapsing. Stephanie Ruffell to provide Chantal with policy summaries",True,2015-05-05T19:59:25.000+0000,False,False,005G0000004dZxMIAU,2014-08-27T15:44:36.000+0000,005G0000002gy03IAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403) 261-4690 x260,,curtis.mckay@freedom55financial.com,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,0.0,0.0,0.0,,False,4236.0
500G000000ScdCqIAJ,False,,00005432,003G0000018f6UEIAY,001G000000urMoOIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Charles & Julie Lin,Medium,"Client has RPU policies.  Been declined going RPU for the last 3 years on 2 of the current policies that they hold (each have 3).  Considering Seg Funds.  If can not do RPU immediately, Don is suggesting premium vacation (not available until 2016+)
Are there possible alternative to conserve the business?",True,2014-10-03T20:19:54.000+0000,False,False,005G0000004dZxMIAU,2014-08-27T19:19:28.000+0000,005G0000002gy03IAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)313-2026X2,(403) 890-0063,don.rea@myflightplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,Quotation,4.0,0.0,0.0,,False,4236.0
500G000000ScduEIAR,False,,00005433,003G0000018f74PIAQ,001G000000urMoNIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Policy Conversion,Low,K197119T convertible; follow up with Dirk to see if client's wish to proceed.,True,2015-05-05T20:00:07.000+0000,False,False,005G0000004dZxMIAU,2014-08-27T19:43:20.000+0000,005G0000002gy03IAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)244-7999,(403) 803-4588,dirk@hfgcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,2.0,0.0,0.0,,False,4236.0
500G000000SceTEIAZ,False,,00005434,003G0000018f6cFIAQ,001G000000urMuoIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Frederick Brennan (Existing Client) to stop premiums,Medium,"Mike Hartling wanted to know what options I could suggest for a client who is RPUing his policies, having sold his corporation, but one policy is only 6 years old and will not RPU at this time without causing the policy to go non-exempt.

I had SQ run sample PV to RPU quotes, which I supplied to Mike, with explanation, as to how the client could have 2-3 years of additional premiums before PV, suggesting he take policy loans to the PV point, afterwhich, he can pay off the policy loan ""internally"" when he goes to RPU....also gave him Peggy Traxler's contact info, if he wants other suggestion ideas.",True,2015-04-29T23:32:29.000+0000,False,False,005G0000002gy1tIAA,2014-08-27T20:01:07.000+0000,005G0000002gy1tIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,506-382-6111,,mike@tpg-nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1tIAA,,,,,,,0.0,0.0,0.0,,False,4236.0
500G000000ScelDIAR,False,,00005435,003G0000018f7LuIAI,001G000000urMtYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Andrew Godfrey,Medium,"Initiated August 26, 2014:

Robbie wanted RPU quotes to show client potential.  Case has already gone to head office for approval at $2,000 / month.  He wanted to see $2,000 / month and $1,666.66 per month for the RPU potential with PV to RPU, and direct to RPU.  I ordered both Tailored and Non-Tailored Quotes for Robbie, because the client is only age 39.

August 27, 2014:
Provided 8 SQ quotes, via email, with explanation of Tailored (CSV focus) and Non-Tailored (DB focus)",True,2016-01-31T02:30:54.000+0000,False,False,005G0000002gy1tIAA,2014-08-27T20:11:58.000+0000,005G0000002gy1tIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)394-7300,,robert.macmillan@optionsfinancialinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1tIAA,,,,,,,0.0,0.0,0.0,,False,4236.0
500G000000ScfAmIAJ,False,,00005436,003G0000018f7jkIAA,001G000000urMzvIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,Email,,Over Charge of life Rate,High,"The renewal for Nautical Nellies allerted me to us charging $17.00 instead of $0.17 for the Life rates.
This resulted in an overcharge of approx $12,000 to the client. Uppon discovering we issued a credit to the client. This also caused us to overpay the advisor about $2100. This has put some tension there due to our error. I have to make it up to Kirk somehow.
Appology letter sent on Augist 27, 2014 from U/A",True,2014-08-27T20:21:59.000+0000,False,False,005G0000002gy4lIAA,2014-08-27T20:21:49.000+0000,005G0000002gy4lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(709) 722-3282,(709) 685-8533,kstoyles@callegrow.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4lIAA,,,,,,,0.0,0.0,0.0,,False,4236.0
500G000000SeMlOIAV,False,,00005584,003G0000018f6vhIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI for divorce settlement,Low,,True,2014-11-10T13:51:05.000+0000,False,False,005G0000002heHMIAY,2014-11-10T13:50:54.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780)459-5353,,kevin@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4161.0
500G000000SeMueIAF,False,,00005585,003G0000018f6vhIAA,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Bursaries for employees,Low,,True,2014-11-10T13:52:31.000+0000,False,False,005G0000002heHMIAY,2014-11-10T13:52:22.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780)459-5353,,kevin@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4161.0
500G000000SeRSzIAN,False,,00005586,003G000001xpwYLIAY,001G000000urN4HIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Meeting with John and Bruce - Large Case Support,Low,Dan Raue and I met with John and Bruce to talk about our support for large case and to discuss a few cases.  John and Bruce found in valuable and agreed to use us more,True,2017-09-05T17:04:23.000+0000,False,False,005G0000002gy9vIAA,2014-11-10T16:16:05.000+0000,005G0000002gy9vIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(647)300-5580,(647) 300-5580,john.hayes@terracottawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,,0.0,0.0,0.0,,False,4161.0
500G000000SeV5HIAV,False,,00005587,003G0000020tUwrIAE,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,1st RESP and didn't know that London Life Segs are not permitted,Medium,"Sukhi met the client and assumed the transfer would come to London Life.

We discussed:
1) RESP must be strictly within our mutual funds
2) CESG and Annex to apply for Grants must be used
3) Transfer Form (but not the TARI) must be used
4) Cash transfer only - not ""in-kind"" of existing mutual funds

Grant rules to apply for ""additional Grant"" based on mean family income discussed.  Catch-up rules discussed",True,2014-11-10T17:52:35.000+0000,False,False,005G0000002gy7yIAA,2014-11-10T17:51:57.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)276-1177X466,(647) 330-1456,info@sukhisandhu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4161.0
500G000000SewY2IAJ,False,,00005588,003G0000018f7w8IAA,001G000000urNCIIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Sayer - Unlocking old LIF,Medium,"Nabil
I have a prospect with a LIF at Transamerica life that she wants to move to GWL and I was wondering if she would be able to unlock 50% of the new GWL LIF?  She has not unlocked any portion of her LIF before.
Please advise.
Marc Sayer",True,2014-11-11T15:04:41.000+0000,False,False,005G0000002gy4kIAA,2014-11-11T15:03:19.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519) 967-9769 Ext 1001,,msayer@horizonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,701G0000000ar07IAA,,,Concept,1.0,0.0,0.0,,False,4160.0
500G000000Sf12BIAR,False,,00005589,003G000001dNaD2IAK,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Quadrus Charitable Foundation & Gifting to a church,Medium,"Clients age 70+ and involved with church.  The church is named in their Will.  Metioned this account as another opportunity to give if  they prefer a long term giving strategy, where the account can provide a legacy of giving well after their deaths.

Also that if they have securities with capital gains, funding the account by passing the security to the foundation also eliminates the capital gains tax on this gift.",True,2014-11-11T17:21:38.000+0000,False,False,005G0000002gy7yIAA,2014-11-11T17:20:54.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)291-2527,(905) 515-8205,wendy@binnaclefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4160.0
500G000000Sf1AjIAJ,False,,00005590,003G000001cQtMDIA0,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Joint account for GIO was set up incorrectly,Medium,"Ezio assumed Joint meant at death of either spouse, the remaining spouse was sole owner of the account.  Not True.  In a Freedom Fund policy with a single annuitant, death of the spouse named as annuitant results in the DB paid to the beneficiaries.  If the beneficiary is not the other living spouse the money passes to them, which is not his intent.  IRIS in London caught this issue and questioned his intent when they noticed the children (not the spouse) named as beneficiaries.  So he changed the beneficiary to the other spouse, with children as contingent beneficiaries.",True,2014-11-11T17:26:48.000+0000,False,False,005G0000002gy7yIAA,2014-11-11T17:25:17.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 276-1177 x 500,(519) 826-1631,ezio.carlino@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4160.0
500G000000Sf2iIIAR,False,,00005591,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Client overlimit on TFSA in June 2013,High,"Ian opened TFSA in 2011 when client should have had contrbution room of $15,000.  Current market value just over $19,000

CRA says overcontributions occured in 2013
Client saying he doesn't have any other TFSA. Ian confirming client lived in Canada and Age of Majority in 2009 and told Ian he had no other TFSA

Client does trading at discount brokerage and it may be that the brokerage moved monies to TFSA putting client over limit

Ian angry that client may have to w/d funds from QGOF TFSA when the QGOF TFSA did not cause the over limt. Ian 100% sure another TFSA somewhere else caused this.  Client's CA feels Ian should compensate client for penalties now $800+ and growing",True,2014-11-11T18:11:53.000+0000,False,False,005G0000002gy7yIAA,2014-11-11T18:10:37.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4160.0
500G000000Snir3IAB,False,,00005410,003G000001IkUzmIAF,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Power of Attorney,Low,,True,2014-08-12T19:49:16.000+0000,False,False,005G0000002heHMIAY,2014-08-12T19:49:08.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403) 261-4690 x 676,,ekirchmaier@upfinancial.ca,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4251.0
500G000000SnitTIAR,False,,00005411,003G0000018f7CuIAI,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Clauses in Will,Low,,True,2014-08-12T19:50:17.000+0000,False,False,005G0000002heHMIAY,2014-08-12T19:50:10.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403)521-6370,(403) 680-7300,mike@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4251.0
500G000000Snk4cIAB,False,,00005412,003G000001Vqy0nIAB,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Inforce UL,Medium,Went through inforce UL and how it worked. Pointed out areas that might need servicing and or new sale depending on how client meeting goes.,False,,False,False,005G0000003SxRoIAK,2014-08-12T20:36:50.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519) 650-8111,,charles.charron@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4251.0
500G000000SoT0GIAV,False,,00005413,003G000001h1rqvIAA,001G000001IapHaIAJ,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Question PV pour GK,High,M. Pardi rencontre un client ce soir pour lui vendre le produit Compétiteur.  Il aimerait savoir le montant mensuel maximum auquel le client peut souscrire sans devoir soumettre des preuves financières.  Ce client en est à sa première année en affaires.  Son numéro est 514-726-9010.,True,2014-08-14T20:42:38.000+0000,False,False,005G0000002gxxjIAA,2014-08-14T20:42:22.000+0000,005G0000002gxxjIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(514) 419-5399 x704,(514) 726-9010,cpardi@peakgroup.com,(514) 507-7696,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,4249.0
500G000000SpFvhIAF,False,,00005414,003G0000018f6SlIAI,001G000000urMtFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Annapolis Valley First Nation - #216243,Medium,"Scott e-mailed us a signed amendment sheet that was sent out in their May 2014 renewal package with no effective date.  I contacted him asking if we were to backdate the request, or current date it.  He said the client did NOT want to proceed with the amendment to add the CI, and they they only signed the form to say they accept the renewal as proposed to them.",True,2014-08-18T14:38:16.000+0000,False,False,005G0000002gy3iIAA,2014-08-18T14:38:04.000+0000,005G0000002gy3iIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902)678-2788,(902) 680-3456,snichols@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4245.0
500G000000SpbiIIAR,False,,00005417,003G0000018f7Z9IAI,001G000000urNBfIAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Claim Cheque for Wayne Skrypnyk,Medium,"Death claim cheque $50,009.93",True,2014-08-21T13:33:31.000+0000,False,False,005G0000002gy6XIAQ,2014-08-21T13:30:14.000+0000,005G0000002gy6XIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519) 642-0858,,jsegeren@dgdunbar.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,4242.0
500G000000SpecmIAB,False,,00005418,003G0000018f78VIAQ,001G000000urMsAIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Investment loan inquiry,Medium,Ravi had some questions regarding our investment loan program with Solutions Banking,True,2014-08-21T15:30:57.000+0000,False,False,005G0000002gxzdIAA,2014-08-21T15:30:12.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(514)340-1015,(514) 941-5591,ravikumar@mrkfinserv.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4242.0
500G000000SpjSwIAJ,False,,00005419,003G000001IkUzmIAF,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,UK Pension,Low,,True,2014-08-21T18:08:30.000+0000,False,False,005G0000002heHMIAY,2014-08-21T18:08:22.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403) 261-4690 x 676,,ekirchmaier@upfinancial.ca,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4242.0
500G000000Sqa3DIAR,False,,00005437,003G0000018f7WmIAI,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,IPP question,Low,"With advice from Trish Carver, referred advisor to Chris Koltek",True,2014-08-28T12:25:05.000+0000,False,False,005G0000002heHMIAY,2014-08-28T12:24:52.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4235.0
500G000000SqnH6IAJ,False,,00005438,003G0000018f6zKIAQ,001G000000urMqfIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Kevin Donnely portfolio recommendation,High,"Essentially ties into PWC recommended but we want to express the historical returns/risk prior to shifting assets around.

Most of the money is now with QGOF and LL and he also bought a $201k annuity this week, with 20 year guarantee.

Need ASAP",True,2014-09-05T16:47:13.000+0000,False,False,005G0000002gy7yIAA,2014-08-28T19:54:53.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(416)885-2484,(416) 885-2484,info@innovativefinancial.ca,,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4235.0
500G000000U1PH2IAN,False,,00005440,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Dr Maryse Bertrand,Medium,"Annual review + rebalancing
Client has to many funds in her RRSP, need to simplify portfolio
Will try to see if there is the option of migrating some of the assets to L series",True,2014-09-09T00:14:31.000+0000,False,False,005G0000002gy8MIAQ,2014-09-02T18:45:59.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Analysis Document,1.0,0.0,0.0,,False,4230.0
500G000000U1QuUIAV,False,,00005441,003G0000018f6fKIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Explaining how LIB works in a RRIF - our LIA or CRA legislated minimum?,Medium,"She wants to ensure she is correct on various values reported inside the LIB income illustration report.   She notices early on the withdrawal is above our guaranteed LIA income = $4,100.   Reason:   The legislated RRIF minimum, if higher, must be withdrawn.  Some years the CRA RRIF minimum will exceed our LIA income; in other years the LIA income we guarantee will be higher",True,2014-09-02T19:34:34.000+0000,False,False,005G0000002gy7yIAA,2014-09-02T19:34:16.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 276-1177 X540,,rose.d'alimonte@freedom55financial.com,,,,,,,,,,,RBC,Other,,,0.0,,,0.0,False,RBC,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4230.0
500G000000U1TOWIA3,False,,00005442,003G0000018f6QWIAY,001G000000urMwGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,Group Termination SCANTRON ROBOTICS INC. - 280370,Medium,"Recieved approval from Shibani to back date termination to April 1, 2014. Trevor (plan admin) has said he spoke with Ron St. Onge in March about terminating the policy but did not relay the information to us.
The client will be recieving a credit from April 15-Aug 15, 2014
Company closed its doors and will no longer be needing Group Benefits.",True,2014-09-02T21:07:09.000+0000,False,False,005G0000003TIN8IAO,2014-09-02T20:57:59.000+0000,005G0000003TIN8IAO,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,4230.0
500G000000U1TzDIAV,False,,00005443,0030A000004KaOMQA0,001G000000urN6vIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Group Termination RHODES ELECTRIC LTD.  - 224020,Medium,"Group down to 1 life - term'd July 1, 2014 as they were not to be adding anymore employees in the near future.",True,2014-09-02T21:23:59.000+0000,False,False,005G0000003TIN8IAO,2014-09-02T21:23:49.000+0000,005G0000003TIN8IAO,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)308-5458,,bernadette.deobald@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,4230.0
500G000000U1U7RIAV,False,,00005444,003G0000018f6X1IAI,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Group Terminatation - DR. DALE GOERTZEN - CHIROPRACTIC CLINIC  - 229659,Medium,group term'd effective march 15/14 as there was very low usuage on the plan.,True,2014-09-02T21:29:32.000+0000,False,False,005G0000003TIN8IAO,2014-09-02T21:29:26.000+0000,005G0000003TIN8IAO,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)581-9734,(306) 581-9734,kurtis@kurtiskrugfinancial.com,(306)586-1282,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,4230.0
500G000000U1iyCIAR,False,,00005445,003G0000018f7sPIAQ,001G000000urNCjIAM,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,DI Professional proposal for a Lawyer client,Medium,"Male 28, n/s, Lawyer, earning $57,000 a year and writing a DI to become part of an existing DI group for the firm the client works for.  Prepared a Professional quote for max MIB and FEPO $7000 MIB and sent to Ajay with some pieces of marketing to reflect the need for DI.",True,2015-01-14T14:00:20.000+0000,False,False,005G0000002gy9yIAA,2014-09-03T16:27:25.000+0000,005G0000002gy9yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 475-0446,,ajay@ajay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9yIAA,,,,,,Marketing Piece;Quotation,0.0,0.0,0.0,,False,4229.0
500G000000U1lxbIAB,False,,00005446,003G0000018f6SVIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Client policy want's to keep basic protection only and eliminate Econo - past anniversary,Medium,Policy went Premium vacation too early. Every year it has been a problem where client needed to have dividends pay a portion of the premiums and then the client would pay the difference to keep all inforce.,True,2014-09-11T21:54:31.000+0000,False,False,005G0000004dZxMIAU,2014-09-03T18:17:08.000+0000,005G0000004dZxMIAU,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403)261-4690X247,(403) 281-3918,ltoccoli@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,3.0,0.0,0.0,,False,4229.0
500G000000U23K2IAJ,False,,00005447,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,W. R Bolivar Revised Renewal Rates,Low,"Client was concerned that September's statment did not reflect the negotiated renewal rates.

Response was sent advising that rates were updated on our system in late August, after the Sept statement was processed.  A credit will show on October's bill.",True,2014-09-12T13:57:19.000+0000,False,False,005G0000002gy7UIAQ,2014-09-04T14:38:05.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,1.0,0.0,0.0,,False,4228.0
500G000000U253DIAR,False,,00005448,003G0000018f6b9IAA,001G000000urMvRIAU,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,Email,,Impact fiscal de 3 scénarios avec toutes les polices existantes,Medium,Voir email attachée,False,,False,False,005G0000002gy8dIAA,2014-09-04T15:41:24.000+0000,005G0000002gy8dIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(514)789-2220,,terry@donvito-oneill-gagne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8dIAA,,,,,,,1.0,0.0,0.0,,False,4228.0
500G000000U31spIAB,False,,00005451,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI for 7 bickering shareholders,Low,,True,2014-09-08T14:58:06.000+0000,False,False,005G0000002heHMIAY,2014-09-08T14:57:55.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4224.0
500G000000U31vtIAB,False,,00005452,003G0000018f78OIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Doing business with clients living in Newfoundland,High,"Explained he does require Provincial licenscing in that province to do business there.
> told him his Director needs to call HO to find out what forms/registration process is for that province
> Expect to pay a nominee fee for the license
> Notify your E & O insurer that you are now licensed in more than 1 province in case that increases the dues owing for E & O",True,2014-09-08T15:00:14.000+0000,False,False,005G0000002gy7yIAA,2014-09-08T14:59:25.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)276-1177X598,(416) 571-7035,nanik.rangwani@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4224.0
500G000000U32ttIAB,False,,00005453,003G0000018f6o7IAA,001G000000urMslIAE,,,,,,Life,012G00000012AYVIA2,In Progress,End Client Question,In Person,,Allan Goodyear,Medium,Mont wants to know what the premium would need to be to keep the 90000 of insurance inforce permanently.,False,,False,False,005G0000002gyB3IAI,2014-09-08T15:26:03.000+0000,005G0000002gyB3IAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(709)687-1377,(709) 687-1377,mont@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyB3IAI,,,,,,,0.0,0.0,0.0,,False,4224.0
500G000000U37uXIAR,False,,00005454,003G0000018f7wCIAQ,001G000000urNCGIA2,,,,,,GIO,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,RRSP Deduction in future years,Medium,"One of Brian’s clients has $20,000 carry forward room in her RSP.  If she deposits this whole amount with her annual income of only $35,000 can she deduct this whole amount for 2014 or can she deduct a portion and then carry forward the rest until it is used?",True,2014-09-08T17:37:13.000+0000,False,False,005G0000002gy4kIAA,2014-09-08T17:37:02.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)966-4400,(519) 566-3662,sjacuzzi@breadthconsulting.com,(519)966-3400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,,,,Concept,0.0,0.0,0.0,,False,4224.0
500G000000U3ApBIAV,False,,00005455,003G0000018f6udIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Fund benchmarked to Peer shows Q underperformance but H series doing OK?,Medium,"Why if the fund holdings and manager are the same?
Investment Centre > QGOF Moderate Portfolio > Fund report shows our fund compared against a Fundata peer",True,2014-09-11T22:33:37.000+0000,False,False,005G0000002gy7yIAA,2014-09-08T19:17:46.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,905-276-1177,(647) 773-2799,silvia.barajas@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4224.0
500G000000U3QGRIA3,False,,00005456,003G0000018f74eIAA,001G000000urMptIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Annuity sale,High,"Ted, phoned in wondering where to locate an annuity application and what the compensation was on the products. I took him through advisor site and informed him where to locate the info.",True,2014-09-09T14:19:08.000+0000,False,False,005G0000002gy3wIAA,2014-09-09T14:00:08.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)963-1000,,ted.cox@barillandcompany.com,(519)336-8999,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,701G0000000ar07IAA,,,Quotation;Analysis Document,1.0,0.0,0.0,,False,4223.0
500G000000U3QfvIAF,False,,00005457,003G0000018f6XRIAY,0015o000008CyvcAAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,RRIF transfer,High,Spoke to Jim regarding Carl Humphries transfer to his RRIF. All funds are staying in the old product because he had regular deposits going into the funds and there will be DSCs to transfer.,True,2014-09-09T14:17:53.000+0000,False,False,005G0000002gy3wIAA,2014-09-09T14:17:05.000+0000,005G0000002gy3wIAA,2024-03-11T14:02:22.000+0000,0055o0000019VX9AAM,2024-03-11T14:02:23.000+0000,(519)850-5000,,jim@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,701G0000000ar07IAA,,,Marketing Piece,0.0,0.0,0.0,,False,4223.0
500G000000U3UP3IAN,False,,00005458,003G0000018f6etIAA,001G000000urMueIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,MIMEAULT & PHANEUF,Medium,Clients have several questions regarding retirement cash flow,True,2014-12-08T19:42:29.000+0000,False,False,005G0000002gy8MIAQ,2014-09-09T16:16:47.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,4.0,1.0,0.0,,False,4223.0
500G000000U3Y3kIAF,False,,00005459,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,McRae/Avery,Medium,Gerry considering moving some assets to PS2 or N series.,True,2014-09-29T18:56:33.000+0000,False,False,005G0000002gy6dIAA,2014-09-09T18:23:12.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,Bank,,,,,005G0000002gy6dIAA,,,,,,Quotation,2.0,0.0,0.0,,False,4223.0
500G000000U3aYQIAZ,False,,00005460,003G0000018f70VIAQ,001G000000urMptIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Manulife GIF Investment Plus,High,Angelo received an email from a prospect he is going to see in Toronto tonight asking if we had any investments similar to the Manu GIF Inv Plus. I explained to Angelo that the Manu GIF were just their seg fund product offer and sent him a link to our advisor site with all kinds of information regarding our seg offer.,True,2014-12-11T19:24:52.000+0000,False,False,005G0000002gy3wIAA,2014-09-09T19:43:35.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(416)953-4713,(519) 852-7676,angelo@abwealthandestate.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,Marketing Piece,1.0,0.0,0.0,,False,4223.0
500G000000U3okjIAB,False,,00005461,003G0000018f7k6IAA,001G000000urMzRIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,Bayers Road Family Dental - Open Enrollment,High,"Open Enrollment completed.


Waiting on apps or information from LifeQuest before requesting a O/E form HO.",True,2014-10-31T14:11:21.000+0000,False,False,005G0000002gy7UIAQ,2014-09-10T14:11:45.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902)446-3900,(902) 222-1346,sharon@lifequestfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4222.0
500G000000U3uHTIAZ,False,,00005462,003G0000018f6ynIAA,001G000001VR2fGIAT,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Fund inquiry,Medium,Vicky needed to know which of our London Life funds had the highest weighting in the Health Care sector.,True,2014-09-10T17:23:42.000+0000,False,False,005G0000002gxzdIAA,2014-09-10T17:22:47.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(514)931-4242,(514) 803-6826,vicky@zhangwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece;Analysis Document,0.0,0.0,0.0,,False,4222.0
500G000000U3vBqIAJ,False,,00005463,003G0000018f6W9IAI,001G000000urMptIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Advisor and signing authority on father's holding company account,Medium,"Paul was questioning why ""upstairs"" was instructing him he couldn't be the signing authority and advisor on his father's holding company account. After walking Paul through the scenario of being non arms length it sunk in and he understands why now. The potential for legal liability is too high if anyone in that situation misrepresented the facts.",True,2014-09-10T17:56:50.000+0000,False,False,005G0000002gy3wIAA,2014-09-10T17:56:33.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)435-7979,(519) 661-9029,paul.gowan@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4222.0
500G000000U3zG1IAJ,False,,00005464,003G0000018f7GtIAI,001G000000urMumIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,DI Claim,Low,,True,2014-09-10T20:18:03.000+0000,False,False,005G0000002gyDJIAY,2014-09-10T20:17:53.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)359-0776X318,(306) 630-3133,e.jones@leipertfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4222.0
500G000000U4ZUnIAN,False,,00005465,003G0000018f6t0IAA,001G000000urMtCIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Municipality of the County of Victoria,Low,"Client was in arrears, claims suspended.  We have discovered that in April they sent one large payment for group plan and O'Life policy with only the O'Life rettance slip. The whole amout was applied to O'Life policy, leaving the group plan short. This has been corrected",True,2014-09-12T13:46:26.000+0000,False,False,005G0000002gy7UIAQ,2014-09-12T13:45:43.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902)431-5500,(902) 233-7776,cory@arbourwealth.ca,(902)406-4034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4220.0
500G000000U4ZcrIAF,False,,00005466,003G0000018f6exIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Email,,Thompson Conn/Eastcan,Medium,"2nd div - Eastcan is in arrears.  Client has been sent their most recent bill showing that they are not paying the full amount owed, resulting in arrears and claims suspension.",True,2014-10-31T14:11:47.000+0000,False,False,005G0000002gy7UIAQ,2014-09-12T13:48:56.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902) 422-1631 X245,,berit.andersen@freedom55financial.com,(902) 422-3493,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4220.0
500G000000U4d08IAB,False,,00005467,003G0000018f6hpIAA,001G000000urMuZIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Tax deductions for medical expenses,Low,,True,2014-09-12T15:26:55.000+0000,False,False,005G0000002heHMIAY,2014-09-12T15:26:43.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,403-329-6220,,tyler@coxfinancialgroup.ca,(403) 320-7720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4220.0
500G000000U4r02IAB,False,,00005469,003G0000018f7AbIAI,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Inforce policy questions,Low,,True,2015-04-19T12:34:13.000+0000,False,False,005G0000003SxRoIAK,2014-09-12T18:57:57.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)766-9363,(519) 500-5369,karen.archer@wealthrite.ca,(519)766-0383,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4220.0
500G000000U4rovIAB,False,,00005470,003G0000018f7z2IAA,001G000000urN79IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,In Trust For,Medium,John had questions about what happens when an in trust for account is terminated with respect to taxation of capital gains.,True,2014-09-12T19:25:42.000+0000,False,False,005G0000002gy6dIAA,2014-09-12T19:25:30.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(204) 478-8500,,jbrownell@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4220.0
500G000000U4t6qIAB,False,,00005471,003G0000018f72AIAQ,001G000000urMr5IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Existing investment client portfolio review and seeking for new opportunity,Medium,Review the client's investment portfolio and prepared for the client meeting tomorrow.,True,2014-09-12T20:11:59.000+0000,False,False,005G0000002gyCuIAI,2014-09-12T20:09:46.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(647)408-2038,(647) 287-0117,hui.chen@helpingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,Analysis Document,2.0,0.0,0.0,,False,4220.0
500G000000UprJ9IAJ,False,,00005472,003G0000018f6T7IAI,001G000000urMqlIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Informed David on CRA interpretation that Seg funds don't qualify for tax deductility of Advisor MAS,High,,True,2014-09-15T18:46:19.000+0000,False,False,005G0000002gy7yIAA,2014-09-15T18:44:55.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 276-1177 x 404,,david.moir@londonlife.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4217.0
500G000000UprKWIAZ,False,,00005473,003G0000018f6SEIAY,001G000000urMvuIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,DI Claim - Competitor,Medium,,True,2015-01-09T16:04:55.000+0000,False,False,005G0000002gyDJIAY,2014-09-15T18:45:46.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4217.0
500G000000UqB8fIAF,False,,00005474,003G0000018f6gUIAQ,0015o000008CydcAAC,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,Thistlethwaite DI Case Review,Low,"Client coming in to do life insurance and David wanted to review all details regarding inforce DI (WLRP, Personally Owned, LTD) what earned income is and what FEPO or new coverage the client could qualify for. WLRP includes only shareholders, provided commentary.",True,2014-09-16T16:09:13.000+0000,False,False,005G0000002gyDJIAY,2014-09-16T16:09:02.000+0000,005G0000002gyDJIAY,2023-12-28T17:17:10.000+0000,0055o0000019VX9AAM,2023-12-28T17:17:11.000+0000,(204)777-6699,(204) 299-9550,david@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4216.0
500G000000UqKfnIAF,False,,00005475,003G0000018f7xmIAA,0015o000008CyefAAC,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Gammon,Medium,"Client wanting better returns and lower fees. Has just under $500,000 with QGOF so prepared pricing comparison for N series. Ken requested std deviation of current portfolio - considering increasing risk to get better returns. Feels he will lose the case.",True,2014-09-30T21:32:52.000+0000,False,False,005G0000002gy6dIAA,2014-09-16T22:23:26.000+0000,005G0000002gy6dIAA,2024-10-24T19:42:10.000+0000,0055o0000019VX9AAM,2024-10-24T19:42:10.000+0000,,(204) 797-3065,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4216.0
500G000000UqXWTIA3,False,,00005476,003G0000018f6iYIAQ,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Tool and Die Owners- 2 brothers,Medium,"new clients for Gabe, no other employees, 1 yr in business.
Discussed taxation of CI and different ways to set up for Business.
Overhead 
DI possible next year. maybe Competitor for this year?
marketing, gave taxation sheet to gabe and ran through scenarios",True,2014-11-10T15:40:42.000+0000,False,False,005G0000002gyG3IAI,2014-09-17T15:21:51.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)967-1180,,gabriel.maccausland-sirois@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,701G0000000yFDBIA2,,,Marketing Piece,0.0,0.0,0.0,,False,4215.0
500G000000UqgpZIAR,False,,00005477,0030A0000029oLbQAI,001G000000urN92IAE,,,,,,DI,012G00000012AYVIA2,In Progress,Product Question,Phone,,Quelle classe est offerte dans cette situation?,High,"L'assuré fait de gros revenus dans sa corporation.  250 000 $ en 2012 et 300 000 $ en 2013.  Il se prend un salaire d'environ 60 000 $ - 70 000 $ en dividendes.  Il est vendeur de camion.
Question:  Est-ce qu'il se qualifie pour la classe A?",False,,False,False,005G0000002gxxjIAA,2014-09-17T20:46:34.000+0000,005G0000002gxxjIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(819)587-4580,,gabriel.dore2@tlb.sympatico.ca,(819)587-3861,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,1.0,0.0,0.0,,False,4215.0
500G000000Ur0laIAB,False,,00005478,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Budget tool,Medium,Sophie required a budgeting tool to help determine client's retirement income requirements.,True,2014-09-18T18:43:46.000+0000,False,False,005G0000002gxzdIAA,2014-09-18T18:42:53.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4214.0
500G000000Ur7RmIAJ,False,,00005479,003G0000018f7EYIAY,001G000000urMmwIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Quadrus Managed Money Program information,High,Hector complained our pricing on Quadrus is to high comapred to some of the 3rd party funds he is holding for the client. I asked him for the client details and he stated the client has some non registered money to invest however he was concerned with pricing. I started to explain to him we have the Series H program where we can include 3rd party assets for qualifying the client. I provided him with a rate sheet and the H series returns so he could see the performance and pricing. He said he was not aware of the H pricing. Figures he has never come to training or read our emails. I left him with some information from advisor site with the HNW offering for L and N and H. Suggested he provide me with his clients details so we could run a pricing report for him.,True,2016-10-11T21:11:11.000+0000,False,False,005G0000002gy1jIAA,2014-09-19T00:01:12.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(250)727-1126,(250) 727-1126,michael@mhponti.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,Marketing Piece;Concept,0.0,0.0,0.0,,False,4214.0
500G000000UrFWfIAN,False,,00005480,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review shareholder agreement,Low,,True,2014-09-19T14:20:21.000+0000,False,False,005G0000002heHMIAY,2014-09-19T14:20:09.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4213.0
500G000000UrIkMIAV,False,,00005481,003G0000018f6bnIAA,001G000000urMptIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Middlesex Electrical Supply 282672,Low,"4 premium cheques dated Sept 30 Oct 5, Oct 30 and Nov 11 for $1063.03  Sent to GIPA",True,2016-09-22T15:30:49.000+0000,False,False,005G0000002gy6XIAQ,2014-09-19T15:58:28.000+0000,005G0000002gy6XIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)435-7940,,rick.upton@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,4213.0
500G000000UrMk6IAF,False,,00005482,003G000001HFbdxIAD,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Life/CI Proposal Review,Low,Nick asked for my opinion on a Term and Perm Life solution and a Ci for the same client. we went through needs analysis and what the client desired and i agreed with his solution,True,2014-09-19T18:12:46.000+0000,False,False,005G0000002gyG3IAI,2014-09-19T18:12:29.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)996-9699,(519) 996-9699,nicktonita@encompasswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,4213.0
500G000000UrQOsIAN,False,,00005483,003G0000018f7MaIAI,001G000000urMptIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Sertovic pension transfer,Low,Additional transfer of pension funds from a previous employer,True,2014-09-19T20:32:54.000+0000,False,False,005G0000002gy3wIAA,2014-09-19T20:32:28.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)673-2572,(519) 673-2572,glen@tristonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4213.0
500G000000Urt03IAB,False,,00005484,003G000001cQtMDIA0,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Change of bank account for leverage loan,Medium,"Ezio not sure if loan was via SB or a third party bank. 
Client faxed him his new banking for processing of loan payment.
Discussed that tihs issues is best resolved in having him direct the client to discuss this directly with the bank.   In fact, SB (National Bank) won't discuss banking/loan payments/etc with him as Servicing Advisor.   He only sets up the loan but once in place, the ongoing admin is a relationship between the bank and the client and he is best removed from this issue.   He wanted to call the bank and I said that isn't a good idea, and possibly not something the bank will permit anyway",True,2014-09-22T13:32:19.000+0000,False,False,005G0000002gy7yIAA,2014-09-22T13:32:10.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 276-1177 x 500,(519) 826-1631,ezio.carlino@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,1.0,0.0,0.0,,False,4210.0
500G000000UrvHzIAJ,False,,00005485,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,WESTEND CONVENIENCE STORE LTD. 96.,Medium,"Termination effective Sept 15, 2014. Financial/Economic.  Premium : $4697.76",True,2014-10-04T14:59:48.000+0000,False,False,005G0000003WbdBIAS,2014-09-22T14:51:14.000+0000,005G0000003WbdBIAS,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003WbdBIAS,,,,,,,0.0,0.0,0.0,,False,4210.0
500G000000UryKrIAJ,False,,00005486,003G0000018f6xJIAQ,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB - keep it or remove,Medium,"Sept 22: Ravi has a client who has LIB and he was concerned about how it would work now that client has to RRIF.  I think after our conversation, they are leaving the rider on.",True,2014-09-22T16:29:02.000+0000,False,False,005G0000002gy4OIAQ,2014-09-22T16:28:49.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(516)966-4400,(519) 980-7934,rsyal@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4210.0
500G000000UsLkOIAV,False,,00005487,003G0000018f6yWIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Corporate Class, Lower Range Conservative, using N Series",Medium,"Prepare proposal, including costing to Q Series",True,2014-09-23T15:39:16.000+0000,False,False,005G0000002gy7yIAA,2014-09-23T15:33:28.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(416)985-3531,(416) 985-3531,lawrence@lgadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Analysis Document,0.0,0.0,0.0,,False,4209.0
500G000000UsLtVIAV,False,,00005488,003G0000018f7cbIAA,001G000000urNCCIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Re-allocation,Medium,"Re-allocation of existing RRSP on FAA platform.

New deposits will be now set up under a SRSP.",True,2017-02-15T21:14:38.000+0000,False,False,005G0000002gxyWIAQ,2014-09-23T15:37:55.000+0000,005G0000002gxyWIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519) 641-0677,,wise@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxyWIAQ,,,,,,Analysis Document,0.0,0.0,0.0,,False,4209.0
500G000000UsNpkIAF,False,,00005489,003G000001dNaD2IAK,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Pension transfer to LIRA outstanding since June,High,"London Life didn't reply with completed locking in endorsement and other info the Pension Sponsor needs, and Wendy sent to HO in June.
Recommended she email Colleen Feher and or check Investment Centre for any notes made by any ASR and if so to email that ASR as to the slow completion of the transfer and requirement for LL to provide the required info.",True,2014-09-27T12:26:35.000+0000,False,False,005G0000002gy7yIAA,2014-09-23T16:43:43.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)291-2527,(905) 515-8205,wendy@binnaclefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4209.0
500G000000UsNxAIAV,False,,00005490,003G0000018f7BAIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Asset Transfer and AOR process,Medium,"Deepak incorrectly thought an AORT was all that is required to send to the Third Party Fund co.  I asked why he isn't using the Asset Transfer Service and after discussion this is his preference over the AOR
> new QISL nominee RRSP plan + KYC + TARI (requesting in kind) + Investment Centre setup
> also made him aware of the fees that will be charged to do this and directed him to the Asset Transfer Coordinators so he could make his client aware.   If he prefers, he can pay back the client the transfer fee",True,2014-09-23T16:48:01.000+0000,False,False,005G0000002gy7yIAA,2014-09-23T16:47:13.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,905-276-1177,(416) 735-1993,,,,,,,,,,,,Third Party Fund Co selling Sentry Funds,Other,,,0.0,,,0.0,False,Third Party Fund Co selling Sentry Funds,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4209.0
500G000000UsVGVIA3,False,,00005491,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Accumulator, Age 20 with $4k deposit and $300 PAC",Medium,"Wanted no more than 5 funds, balanced risk.
Discussed Income Plus (for core bond = 75%), Floating Rate income, Canadian/USA/Global dividend",True,2014-09-23T20:55:44.000+0000,False,False,005G0000002gy7yIAA,2014-09-23T20:55:23.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4209.0
500G000000UsXSSIA3,False,,00005492,003G0000018f70KIAQ,001G000000urMnuIAE,,,,,,Mutual Fund,012G00000012AYWIA2,More Information Required,End Client Question,In Person,,Portfolio Insights training,Medium,Wayne is not utilizing some of the tools that are available to him. We discussed the fact he is paying fro Portfolio Insights however is not clear  on the fundtions within the program. OI told him I would arrange for Ragini to meet with him for an hour to go over the program. Ragini to call him and make arrangement for a meeting.,False,,False,False,005G0000002gy1jIAA,2014-09-23T22:36:24.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(604)568-7939,(604) 568-7939,wayne@normanwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzdIAA,,,,1.0,0.0,0.0,,False,4209.0
500G000000UsXoTIAV,False,,00005493,003G0000018f6s2IAA,001G000000urMnoIAE,,,,,,Mutual Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Portfolio Insights and Investment Centre training,Medium,Discussed his frustration with the systems we have. Determined he does not understand the various functions within these tools,False,,False,False,005G0000002gy1jIAA,2014-09-23T22:59:09.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(888)457-1399,(604) 837-3211,marko@founderswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,,1.0,0.0,0.0,,False,4209.0
500G000000UsxekIAB,False,,00005494,003G0000018f81XIAQ,001G000000urMzSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Sydco Fuels - LTD NEM's,Medium,Lowell was under the impression that NEM was increased last year.  Amendment letter has been sent to him to have LTD NEM's increased. EE's that are elgible will medically apply for excess.,True,2014-09-24T18:21:21.000+0000,False,False,005G0000002gy7UIAQ,2014-09-24T18:21:09.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902) 564-1277,,lowell@brydeninsurance.com,(902) 564-1277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4208.0
500G000000Usxl2IAB,False,,00005495,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Maritime Osteopathy,Medium,"October 30 - amendment letter 



Jenny contact our office on Sept 23 to dicuss possible MRP Dental claim for owner.  HO agreed to set up seperate class for owner, add Basic Dental  and add Dental to MRP.  Joe has been sent amendment letter for client to sign.",True,2015-01-08T15:21:13.000+0000,False,False,005G0000002gy7UIAQ,2014-09-24T18:24:18.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4208.0
500G000000Usxm5IAB,False,,00005496,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,Maritime Osteopathy,Medium,"Jenny contact our office on Sept 23 to dicuss possible MRP Dental claim for owner.  HO agreed to set up seperate class for owner, add Basic Dental  and add Dental to MRP.  Joe has been sent amendment letter for client to sign.",True,2015-01-08T15:21:41.000+0000,False,False,005G0000002gy7UIAQ,2014-09-24T18:24:36.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4208.0
500G000000Usxq7IAB,False,,00005497,003G0000018f81XIAQ,001G000000urMzSIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Rolling Phones,Low,"letter was sent from HO to Employee late October.



Terry Dye - Spouse Vanessa wanted help completing the EOI form to apply as late app.  She is sending app and EOI to my attention.",True,2014-10-31T14:14:58.000+0000,False,False,005G0000002gy7UIAQ,2014-09-24T18:26:45.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902) 564-1277,,lowell@brydeninsurance.com,(902) 564-1277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,1.0,0.0,0.0,,False,4208.0
500G000000UsxyfIAB,False,,00005498,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Overdue premium,Medium,Client has sent payment however until rec'd and processed in Winnpeg claims will remain suspended.,True,2014-10-31T14:15:24.000+0000,False,False,005G0000002gy7UIAQ,2014-09-24T18:30:29.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,001G000000zfN5lIAE,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4208.0
500G000000Ut1YXIAZ,False,,00005499,003G0000018f75QIAQ,001G000000urMrDIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Product Question,Medium,,True,2014-09-24T20:49:09.000+0000,False,False,005G0000002gy2wIAA,2014-09-24T20:34:24.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)660-9414,(416) 903-5760,pedro.menjivar@makelafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4208.0
500G000000UtNRtIAN,False,,00005500,003G0000018f6XFIAY,001G000000urMvxIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,"Referred Case today to Kelvin Wong, PWC = $2.5 million",Medium,Gillespie/Matera family.  Brokerage accounts but also more than 1 million in bank GICs with BMO,True,2014-09-25T19:17:14.000+0000,False,False,005G0000002gy7yIAA,2014-09-25T19:17:01.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4207.0
500G000000UtNrmIAF,False,,00005501,003G000001rgzPLIAY,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Quadrus fund info,Medium,Justin required info on some of our Quadrus funds,True,2014-09-25T19:31:46.000+0000,False,False,005G0000002gxzdIAA,2014-09-25T19:31:14.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,,,justin.genest@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4207.0
500G000000Vi5QYIAZ,False,,00005502,003G0000018f74XIAQ,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,"Guiting Power, Corporate Class recommendation - update returns to July30",Medium,The proposal is 4 more months stale dated in terms of past returns. Craig wants it updated to current returns.,True,2014-09-26T14:01:00.000+0000,False,False,005G0000002gy7yIAA,2014-09-26T14:00:51.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)276-1177,(647) 393-9305,craig@vardonplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4206.0
500G000000ViCUdIAN,False,,00005503,003G0000018f6QzIAI,001G000000urMpiIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Simard. Estate Planning Female Age 70,High,"Non insurable Female, has one responisble daughter who is trustee for 2 Granddaughters. Concern lies with the other daughter who is not a reliable. Client is afraid of conflict after death between daughters since only one is trustee.  Is looking for a way to take this situation out of the hands of the Trustee and was wondering if an annuity could be set up to automatically be purchased at Granddaughters ages 18. Is this possible? What are her options? One Granddaughter is 6, the other is 14.",True,2014-10-20T15:12:20.000+0000,False,False,005G0000002gyG3IAI,2014-09-26T15:13:30.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)567-8055,(519) 566-2160,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4206.0
500G000000ViD20IAF,False,,00005504,003G0000018f7SKIAY,0015o000008Cyz3AAC,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Alter Ego Trust - BC resident,Low,Seeking basic understanding,True,2014-09-26T15:32:29.000+0000,False,False,005G0000002heHMIAY,2014-09-26T15:32:18.000+0000,005G0000002heHMIAY,2024-08-21T15:17:30.000+0000,0055o0000019VX9AAM,2024-08-21T15:17:31.000+0000,(780)465-5201,(780) 974-3312,teresa@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4206.0
500G000000VilQjIAJ,False,,00005505,003G000001Ns298IAB,001G0000011aHBUIA2,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,TFSA details,Medium,Wanted to know if gains in a TFSA would affect client's GIS benefits.,True,2014-09-26T20:19:26.000+0000,False,False,005G0000002gxzdIAA,2014-09-26T20:18:15.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(450)970-3026X5,(514) 963-1426,audrey.thorn-gregoire@finanthropie.ca,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,Marketing Piece,0.0,0.0,0.0,,False,4206.0
500G000000VjoUqIAJ,False,,00005506,003G000001IkUyWIAV,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Seg fund RSP to Seg fund RRIF and Freedom Fund RSP to new Seg RRIF,Medium,"Les initial case involving a RRIF.
Discussed the compensation, how to obtain a DSC quote (if he moves the Freedom Fund RSP to new Seg fund RRIF), how guarantees are impacted on the transfer from RSP to RRIF",True,2014-09-30T12:40:23.000+0000,False,False,005G0000002gy7yIAA,2014-09-30T12:39:41.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 829-3777 x 28,(647) 231-0449,les.petch@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4202.0
500G000000VkQutIAF,False,,00005507,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,IPP question,Low,,True,2014-10-01T15:34:38.000+0000,False,False,005G0000002heHMIAY,2014-10-01T15:34:00.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4201.0
500G000000Vky7MIAR,False,,00005508,003G0000018f7pVIAQ,0015o000008Cz0HAAS,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Eisler,Medium,Questions about how to best start income on 4 LIB poliies,True,2014-10-02T16:41:16.000+0000,False,False,005G0000002gy6dIAA,2014-10-02T16:40:54.000+0000,005G0000002gy6dIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306)359-1999,,abe@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4200.0
500G000000Vl2uNIAR,False,,00005509,003G0000018f7I4IAI,001G000000urMqcIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Ran several annuity quotes with various guarantee and with or without Refund of premium,Medium,"Esther wants more info on annuities.  Saw a ""cashable annuity"" brochure in Forms Room and didn't know how that worked

> Then wanted various quotes, changing the gtee period since leaving money behind is a major impediement for some clients",True,2014-10-02T19:10:57.000+0000,False,False,005G0000002gy7yIAA,2014-10-02T19:10:15.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(416)986-6710,(416) 986-6710,esther.turner@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Quotation,0.0,0.0,0.0,,False,4200.0
500G000000VlJGvIAN,False,,00005510,003G0000018f6kCIAQ,001G000000urMrXIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Discussion with B Scott regarding RCA,Medium,Discussion re RCA windup,True,2017-09-05T17:03:07.000+0000,False,False,005G0000002gy9vIAA,2014-10-03T13:49:32.000+0000,005G0000002gy9vIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)718-9222,(905) 718-9222,brian@scottinsuranceinc.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,,0.0,0.0,0.0,,False,4199.0
500G000000VlMwKIAV,False,,00005511,003G0000018f6V0IAI,001G000000urMseIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Mario Lefebvre,Medium,Needed a retirement plan for client -,True,2015-09-11T15:14:02.000+0000,False,False,005G0000002gy8MIAQ,2014-10-03T15:48:57.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,3.0,0.0,0.0,,False,4199.0
500G000000VlRnIIAV,False,,00005512,003G000001UQSLuIAP,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Death of RRSP without spouse.  What do the children get?,Medium,"General rule is RSP is fully taxable to the estate, if there isn't a spousal rollover.   But, an exception applies to minor children/grandchildren:
> RSP can purchase TERM CERTAIN ANNUITY to Age 18 (so max term is 18 minus Age of child).   Income then only taxable when paid annually.  And minor may not pay much income tax on this income",True,2014-10-03T18:45:20.000+0000,False,False,005G0000002gy7yIAA,2014-10-03T18:44:40.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(416)797-9316,(416) 797-9316,frank@bluespringfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4199.0
500G000000Vm1sWIAR,False,,00005513,003G0000018f6pYIAQ,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,D'Amore Construction,Medium,"Time to convert: 4 members of plan, not getting along one has cancer
Answered Kevins questions on what th options were for this Manu Business Term
Oct 20: met with Kathy to review the Conversion quotes for UL sent her forms required. some additional inforce info is needed by Manulife Inforce: gave her the number",True,2014-10-06T14:19:28.000+0000,False,False,005G0000002gyG3IAI,2014-10-06T14:19:10.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(548)708-0053,(519) 919-7707,kking@thewealthcenter.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,0.0,0.0,0.0,,False,4196.0
500G000000Vm1wEIAR,False,,00005514,003G000001HFbdxIAD,001G000000urMphIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,GWL and Multiple Withdraws,Medium,"Illustration question, can multiple withdraws be done on the GWL side like LL",True,2014-10-06T14:21:17.000+0000,False,False,005G0000002gyG3IAI,2014-10-06T14:21:07.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)996-9699,(519) 996-9699,nicktonita@encompasswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4196.0
500G000000Vm43CIAR,False,,00005515,003G0000018f7FKIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Switch out of Fidelity to QGOF declined by HO??,High,"Ron tried to do a switch to QGOF and was declined.  He got an email indicating the client could instead buy another Fidelity fund?

I'm thinking the trade if set up as a SWITCH (wrong) should have been set up as a CONVERSION.  If complex, he might have to attach a complex cover sheet, and fax to QISL to execute.  Therefore, his comment that it CANT BE DONE i think is wrong.  Perhaps his paperwork doesn't support what he is trying to do but the email from QISL should have given him the correct steps to take so he could move to QGOF.",True,2014-10-09T13:45:25.000+0000,False,False,005G0000002gy7yIAA,2014-10-06T15:22:35.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)276-1177,(416) 560-8467,ron.nagy@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4196.0
500G000000Vm6oyIAB,False,,00005516,003G0000018f6uvIAA,001G000000urMoIIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Question re: current coverage under new occupation set up,Medium,sent question to underwriting. They need further clarification as to details of new occupation set up currently. Once received I must run it by underwriging again.,True,2015-08-12T21:32:00.000+0000,False,False,005G0000004dZxMIAU,2014-10-06T16:33:32.000+0000,005G0000004dZxMIAU,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403)614-5128,(403) 614-5128,roger@broekefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,0.0,0.0,0.0,,False,4196.0
500G000000Vm6tjIAB,False,,00005517,003G0000018f70bIAA,001G000000urMoOIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Client med history,Medium,I had to sent preliminary underwriting inquiry to underwriting re: client's previous medical history to secure a tentative rating. Awating underwriting reply.,True,2014-10-08T13:34:26.000+0000,False,False,005G0000004dZxMIAU,2014-10-06T16:36:06.000+0000,005G0000004dZxMIAU,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403)862-1402,(403) 862-1402,mark@crawfordfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,0.0,0.0,0.0,,False,4196.0
500G000000WFVsOIAX,False,,00005518,003G000001IkUyRIAV,001G000000urMphIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Child CI and CI  for a Family,Low,"met with Mitch today to answer his questions on child CI, age 13, 18 and 19
went over differences and options, recommend all benefits are the same for each young adult",True,2015-01-20T20:14:01.000+0000,False,False,005G0000002gyG3IAI,2014-10-06T17:38:24.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519) 967-1180 X 266,,mitchell.boucher@freedom55financial.com,(519) 967-1234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,,0.0,0.0,0.0,,False,4196.0
500G000000WFVx5IAH,False,,00005519,003G0000018f6a2IAA,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Resets,Medium,Oct 6: Laura had some specific questions on death benefit resets in our segregated funds.,True,2014-10-06T17:43:01.000+0000,False,False,005G0000002gy4OIAQ,2014-10-06T17:42:47.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)967-1180,,laura@laurabelleau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4196.0
500G000000WFal4IAD,False,,00005520,003G000001veM3iIAE,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"His own TFSA and what ""fund to buy""",Medium,"We discussed Voyager, N Drive and that he should be buying a ""portfolio"" as to a single fund. (unless the Fund is a Folio or Profile fund).  He said the software comes back with 14 but he isn't sure which is best.  I said the software is tellling you to buy ALL OF THEM.  Not just a single fund from the list.",True,2014-10-06T20:22:50.000+0000,False,False,005G0000002gy7yIAA,2014-10-06T20:19:14.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4196.0
500G000000WG0LBIA1,False,,00005521,003G0000018f74sIAA,001G000000urMrjIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Complex Case,In Person,,Estate Protection,High,"Arie has a 93 year old client who would like to invest $100,000 and has requested I go to head office to get an exception for the client to invest in the Estate Protection Plan. Email sent to Lisa Knight and Shannon Bernardo to find out what our options are and see if an exception would be considered. Meeting with client on Thursday October 9.",False,,False,False,005G0000004eEbWIAU,2014-10-07T18:52:06.000+0000,005G0000004eEbWIAU,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(613)384-5530,(613) 921-6874,arie@monarch-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004eEbWIAU,,,,,,,0.0,0.0,0.0,,False,4195.0
500G000000WG4mGIAT,False,,00005522,003G0000018f6VQIAY,001G000000urMsCIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Fund information,Medium,Sophie required to know which one of our funds besides the Resource fund had the highest weighting in the energy sector,True,2014-10-07T21:22:16.000+0000,False,False,005G0000002gxzdIAA,2014-10-07T21:21:48.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4195.0
500G000000WGM0DIAX,False,,00005524,003G0000018f77OIAQ,001G000000urMoKIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,US Citizen's IRS reporting requirements,Low,,True,2014-10-08T15:36:38.000+0000,False,False,005G0000002heHMIAY,2014-10-08T15:36:28.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403)474-9316,(403) 862-1223,paul@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4194.0
500G000000WGMxiIAH,False,,00005525,003G0000018f74eIAA,001G000000urMptIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,RRIF transfer to TFSA,Medium,Ted was wondering about the procedure to transfer from a LON RRIF to an LON TFSA directly. We spoke to Colleen Feher upstairs and she broke down what we could do and what was required.,True,2014-10-08T16:08:09.000+0000,False,False,005G0000002gy3wIAA,2014-10-08T16:07:29.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)963-1000,,ted.cox@barillandcompany.com,(519)336-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4194.0
500G000000WGdk7IAD,False,,00005526,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Juvenile policy - Contingent owner,Low,"Q. What to do if child is minor?

A. Use other parent as contingent owner or trustee (need trust deed)",True,2014-10-09T04:10:01.000+0000,False,False,005G0000002heHMIAY,2014-10-09T04:09:41.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4194.0
500G000000WGjotIAD,False,,00005527,003G0000018f7k2IAA,001G000000urMzGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Complex Case,Email,,Insulin Pump ex-gratia approval,High,"We recently added H&D to the in-force pooled benefits, and shortly after a claim for an insulin pump was submitted, and declined.  The group and advisor assumed it was covered since it was covered with their previous carrier, Blue Cross.",True,2014-12-02T18:21:19.000+0000,False,False,005G0000002gy83IAA,2014-10-09T13:14:21.000+0000,005G0000002gy83IAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902) 752-0663,(902) 752-0504,tracey_fraser@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy83IAA,,,,,,,4.0,0.0,0.0,,False,4193.0
500G000000WGnBWIA1,False,,00005528,003G0000018f751IAA,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Inforce life questions,Low,,False,,False,False,005G0000003SxRoIAK,2014-10-09T15:00:52.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519) 650-8111,,jonathan.thiessen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4193.0
500G000000WGpHHIA1,False,,00005529,003G0000018f6hBIAQ,001G000000urMnUIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Email,,RRSP v insurance,Medium,wanted a calculator to show difference between putting RRSP out of business and LI inside business,True,2014-10-09T16:05:23.000+0000,False,False,005G0000002hHYOIA2,2014-10-09T16:04:51.000+0000,005G0000002hHYOIA2,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(604)685-6521,,andrew@ahamiltonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002hHYOIA2,,,,,,Analysis Document,2.0,0.0,0.0,,False,4193.0
500G000000WGynWIAT,False,,00005530,0030A0000029WvqQAE,001G000000wjNrUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,In Person,,The Jones Group of Companies - 278049 - Open Enrollment & New benefit Class,High,"I met with Mandy Grant who is the plan admin of the plan and Jared Dumba and Mike McCullough.

We are looking at doing an open enrollment for Oct 1/14 and adding a new benefit class name ""Deveraux Developments Hourly Employees"". We have 12 employees who are going to added.

We will be also be adding a new admin class to correspond with the benefit class and this admin class will have a 6 month waiting period.",True,2015-05-21T23:32:52.000+0000,False,False,005G0000003TIN8IAO,2014-10-09T21:19:16.000+0000,005G0000003TIN8IAO,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)757-3511,,al.dumba@ig.ca,(306)352-3171,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003TIN8IAO,,,,,,,0.0,0.0,0.0,,False,4193.0
500G000000WHAvnIAH,False,,00005531,003G0000018f7XNIAY,001G000000urN5ZIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Minimum investment for new money in FAA/FIF,Medium,Wanted to know what the minimuM initial investment was on FAA/FIF for lumpsum and PAC.,True,2014-10-10T13:14:31.000+0000,False,False,005G0000002gy4kIAA,2014-10-10T13:13:36.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)336-3939,(905) 320-7765,rick@rwbfinancial.ca,(905)336-9009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,701G0000000aqzEIAQ,,,Concept,2.0,0.0,0.0,,False,4192.0
500G000000WHIM2IAP,False,,00005532,003G0000018f6wkIAA,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Partial Term Conversion from T10 to a T20 for half face amount - Premium?,Medium,Requested Quote from Uni-Term department as can not run quotes on inforce policies for partial conversions - awaiting reply.,True,2014-10-20T14:02:49.000+0000,False,False,005G0000004dZxMIAU,2014-10-10T15:56:04.000+0000,005G0000004dZxMIAU,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403) 261-4690 x283,,julie.reimer@freedom55financial.com,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,Quotation,0.0,0.0,0.0,,False,4192.0
500G000000WHPC9IAP,False,,00005533,003G0000018f7LVIAY,001G000000urMtaIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Livraison de police,Medium,Information générale à fournir,True,2014-10-10T19:32:03.000+0000,False,False,005G0000002gy1iIAA,2014-10-10T19:31:53.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(418)254-6989,(418) 254-6989,stephane.marier@planifpro.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4192.0
500G000000WHQ2uIAH,False,,00005534,003G0000018f6ydIAA,001G000000urMtbIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Email,,Formulaire,Medium,"Comment remplir le formulaire d'Ass lib. Le HO réfère le conseiller à son directeur et comme il n'y a pas de directuer, alors moi!",True,2014-10-10T19:54:41.000+0000,False,False,005G0000002gy1iIAA,2014-10-10T19:54:26.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(418)276-0057,(418) 637-1134,carol@servicesfinanciers.pro,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4192.0
500G000000WIH64IAH,False,,00005535,003G0000018f73bIAA,001G000000urMptIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,In Person,,MRP claim for Finan Home Services,Medium,"Sent the annual MRP claim to claims department.  Claim is under $3000 so should not need a cheque.  Asked for a rush on it.  However the claim form was not signed by John, sent a PDF copy to Martha for him to date and sign.",True,2016-09-22T15:32:41.000+0000,False,False,005G0000002gy6XIAQ,2014-10-14T12:15:28.000+0000,005G0000002gy6XIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)204-3221,(226) 919-5154,davedouglas@aspirefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,2.0,0.0,0.0,,False,4188.0
500G000000WIgLPIA1,False,,00005536,003G0000018f7EaIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Moving Third party funds to LL for a Non registered plan,Medium,"Ian's case has 5 third party funds but the clients prefer moving to seg funds.  Account is NON REG and Ian wasn't aware of income tax implications on the transfer.   He thought paying income tax along the way meant there is no more tax to pay.  So we discussed the issue of capital gains not yet being taxed on any change in Fund Price over time.   Capital gains triggered by the Portfolio manager may have been incurred along the way but the final act of moving to LL could trigger more capital gains.  These clients have low income so that may be a concern.

I told Ian to call each Fund company to dervie the ACB (fund level or ACB/unit) and we can determine the Capital gains/capital losses quickly after that.  Capital losses can be applied to offset capital gains, if any",True,2014-10-15T13:23:27.000+0000,False,False,005G0000002gy7yIAA,2014-10-15T13:23:06.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4187.0
500G000000WIjmrIAD,False,,00005538,003G0000018f77mIAA,001G000000urMrYIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,Ctr of influence presentation to accounting firm in Ptrbo,Medium,,True,2017-09-05T17:03:57.000+0000,False,False,005G0000002gy9vIAA,2014-10-15T15:10:19.000+0000,005G0000002gy9vIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(705)745-1324,,brent.tully@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy9vIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4187.0
500G000000WIkERIA1,False,,00005539,003G000001hWzmJIAS,001G000000urMq5IAE,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,Working with DBD and Advisor. Inforce questions,Medium,,False,,False,False,005G0000003SxRoIAK,2014-10-15T15:28:45.000+0000,005G0000003SxRoIAK,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519) 608-4004,,trevor.mcneil@freedom55financial.com,(519) 650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000003SxRoIAK,,,,,,,0.0,0.0,0.0,,False,4187.0
500G000000WIl5fIAD,False,,00005540,003G000001B4waiIAB,001G000000urMF8IAM,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Brown - joint ownership,Medium,Client wants to change ownership of personally owned NR seg fund to joint. Inquired whether it would be a taxable disposition and how GWL would handle. Emailed John Yanchus for explanation and compliance regarding handling of ownership change.,True,2014-10-16T14:26:01.000+0000,False,False,005G0000002gy6dIAA,2014-10-15T15:54:44.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 789-3744,(306) 581-3400,jeff@mrefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4187.0
500G000000WIvS0IAL,False,,00005541,003G0000018f6YYIAY,001G000000urMrzIAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Transfert de propriété dossier Morrissette,Medium,"Veut savoir les étapes pour transférer les polices vendues à M. Morrissette en mars dans un autre holding.
En attente du nom d'un actuaire à Toronto (demande à Milan Legris)",False,,False,False,005G0000002gy8dIAA,2014-10-15T21:51:44.000+0000,005G0000002gy8dIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(514)931-4242X2260,(514) 913-3936,bill.fox@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8dIAA,,,,,,,0.0,0.0,0.0,,False,4187.0
500G000000WJYUMIA5,False,,00005542,003G0000018f6YSIAY,001G000000urMs9IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,HNW Annual review for Caty,Medium,Annual review + rebalancing + strategies for LIB,True,2014-10-17T01:29:58.000+0000,False,False,005G0000002gy8MIAQ,2014-10-17T01:28:37.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(514)334-8701,(514) 971-8074,real.veilleux@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,Analysis Document,2.0,0.0,0.0,,False,4186.0
500G000000X3wnVIAR,False,,00005543,003G0000018f6usIAA,001G000000urMw4IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Complex Case,Phone,,Mancini/Corio,Medium,"Complicated case sold in 2009, Mike thought it was on premium offset and it was coming off, wanted to know why.
Contacted Pauline Dobbs and requested some alternate illustations. the case was not on offset but on another "" special dividend agreement"" Pauline is looking into.
Oct 17: contacted Mike to update him on status and will contact him when we have all the information from Pauline
Oct 27: called Mike to discuss options offered by HO, set up a meeting for tomorrow to review",True,2015-01-20T20:15:12.000+0000,False,False,005G0000002gyG3IAI,2014-10-17T16:43:47.000+0000,005G0000002gyG3IAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)978-9600,,michael@matthewwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyG3IAI,,,,,,Quotation,1.0,0.0,0.0,,False,4185.0
500G000000X4c9SIAR,False,,00005545,003G0000018f787IAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI from Corp to Shareholder,Low,,True,2014-10-20T15:52:31.000+0000,False,False,005G0000002heHMIAY,2014-10-20T15:52:22.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(587)349-5478,(403) 803-7780,smellace@sagium.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4182.0
500G000000X4gFaIAJ,False,,00005547,003G000001sRuT5IAK,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Group RSP transfer to London Life,Medium,"client has small RSP with a union plan and member has left the union.  They are permitted to keep the plan as is or move to any RSP sponsor of choice or buy an annuity in their Choices Letter

She hadn't done this for a Group client but the process is exactly the same as for any RSP transfer",True,2014-10-20T18:03:35.000+0000,False,False,005G0000002gy7yIAA,2014-10-20T18:03:28.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 276-1177 ext 594,,,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4182.0
500G000000X4hLKIAZ,False,,00005548,003G000001IkUzmIAF,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Requires an illustration from head office,Medium,Client no longer has a term insurance need. Can we cancel the term portion of the Econo Life -,True,2015-05-15T16:33:47.000+0000,False,False,005G0000004dZxMIAU,2014-10-20T18:38:05.000+0000,005G0000004dZxMIAU,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403) 261-4690 x 676,,ekirchmaier@upfinancial.ca,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,2.0,0.0,0.0,,False,4182.0
500G000000X4jJLIAZ,False,,00005549,003G0000018f7FKIAY,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB only reporting 3% bonus yet policy was sold in October 2010,Medium,"LIB was launched on Oct 2009.  The 5% bonus and payouts subsequently changed on Oct 19, 2012.

This policy should receive the higher values since it was purchased in 2010.  Yet both Investment Centre and the report on LIB values only reflect an LIWB that has increased by 3% since 2010 instead of 5%.

I agreed with Ron that the value appear Incorrect.  I asked him to escalate to Colleen Feher for a reply.",True,2014-10-20T19:44:44.000+0000,False,False,005G0000002gy7yIAA,2014-10-20T19:44:24.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)276-1177,(416) 560-8467,ron.nagy@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4182.0
500G000000X6RKRIA3,False,,00005550,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Complex Case,In Person,,GICI wind up,Medium,"Monin and Stewart

Royal Stewart LTD",True,2014-11-14T17:21:02.000+0000,False,False,005G0000002gyDJIAY,2014-10-24T18:21:37.000+0000,005G0000002gyDJIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,4178.0
500G000000X7kBjIAJ,False,,00005551,003G0000018f7HTIAY,001G000000urMsAIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,US fund code listing,Medium,Richard required Quadurs US fund code listing,True,2014-10-28T16:29:17.000+0000,False,False,005G0000002gxzdIAA,2014-10-28T16:28:35.000+0000,005G0000002gxzdIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(514)331-5838,(514) 812-3668,contact@caowealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxzdIAA,,,,,,,0.0,0.0,0.0,,False,4174.0
500G000000X7kf0IAB,False,,00005552,003G0000018f6udIAA,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Dean Headman now interested in considering our Wealth proposal,High,"After a year of discussions, Dean has indicated some money is available to invest with Sylvia.

Consider Asset Transfer Service if mutual funds may have DSC or income tax concerns

Sylvia commented she is considering FEL to make the transition easy and to possibly consider H or HNW series if his assets reach the required thresholds",True,2014-10-28T16:43:45.000+0000,False,False,005G0000002gy7yIAA,2014-10-28T16:42:49.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,905-276-1177,(647) 773-2799,silvia.barajas@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4174.0
500G000000Xk5QuIAJ,False,,00005553,003G0000018f7nHIAQ,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,BC Probate Fees,Low,,True,2014-10-29T17:54:42.000+0000,False,False,005G0000002heHMIAY,2014-10-29T17:54:21.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4173.0
500G000000Xk5YoIAJ,False,,00005554,003G0000018f6WsIAI,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Oilfield consultant,Low,"After a meeting with Millie and Paul Li, it appears the best pitch to this client is individually owned LI to provide for the client's wife, who has no income nor significant savings.  Unlikely to meet TEPG minimum case size threshold.",True,2014-10-29T17:58:19.000+0000,False,False,005G0000002heHMIAY,2014-10-29T17:58:09.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(780)965-9823,(780) 965-9823,millie@beamfinancialmgt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4173.0
500G000000Xk5rHIAR,False,,00005555,003G0000018f787IAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI from Corp to Shareholder,Low,,True,2014-10-29T18:07:15.000+0000,False,False,005G0000002heHMIAY,2014-10-29T18:07:05.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(587)349-5478,(403) 803-7780,smellace@sagium.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4173.0
500G000000Xk61WIAR,False,,00005556,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,LL's FATCA reporting forms,Low,,True,2014-10-29T18:12:12.000+0000,False,False,005G0000002heHMIAY,2014-10-29T18:12:01.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4173.0
500G000000Xk65dIAB,False,,00005557,003G0000018f7WgIAI,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Farm estate planning,Low,,True,2014-10-29T18:13:44.000+0000,False,False,005G0000002heHMIAY,2014-10-29T18:13:35.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4173.0
500G000000XkHdbIAF,False,,00005558,003G0000018f6xIIAQ,001G000000urMo7IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,Inforce Statement,Medium,Resolved in force question for Nicole prior to meeting.,True,2014-10-29T22:08:47.000+0000,False,False,005G0000002gy5ZIAQ,2014-10-29T22:08:47.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(604)438-1232,(604) 862-2788,nicole@nzwealth.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4173.0
500G000000XkgQhIAJ,False,,00005559,003G0000018f7CkIAI,001G000000urMr2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,NBN paramed requirement below threshold,Medium,"directed to NBN Associate, and copied",True,2014-12-18T22:12:34.000+0000,False,False,005G0000002gy2wIAA,2014-10-30T21:09:56.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(416)576-2886,(416) 576-2886,sherryli@urtrustfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4172.0
500G000000XkhdhIAB,False,,00005560,003G0000018f6hcIAA,001G000000urMnoIAE,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,LIB questions on calculations,Medium,Ran illustration with him. Has a potential client opportunity,False,,False,False,005G0000002gy1jIAA,2014-10-30T22:05:38.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,604-732-1508,,minh.nguyen@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,701G0000000aqzsIAA,,,Quotation,0.0,0.0,0.0,,False,4172.0
500G000000XkhuiIAB,False,,00005561,003G0000018f7FhIAI,001G000000urMmwIAE,,,,,,Annuity,012G00000012AYWIA2,In Progress,Product Question,In Person,,training- tools,Medium,Discuss cashable annuity options as well as demo for Lipper and Wealth Centre,False,,False,False,005G0000002gy1jIAA,2014-10-30T22:19:41.000+0000,005G0000002gy1jIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(250)727-7197X251,,rick.waugh@lifeplangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1jIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4172.0
500G000000XllDtIAJ,False,,00005562,003G0000018f73bIAA,001G000000urMptIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Medic-Savoure Limited 286432 MRP cheque to Head Office $1533.07,Low,sent MRP cheque to GIPA,True,2014-11-03T13:08:00.000+0000,False,False,005G0000002gy6XIAQ,2014-11-03T13:07:42.000+0000,005G0000002gy6XIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)204-3221,(226) 919-5154,davedouglas@aspirefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6XIAQ,,,,,,,0.0,0.0,0.0,,False,4168.0
500G000000Xlt7bIAB,False,,00005563,003G000001il46WIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,CRA ITN number but not a SIN number,Medium,": Rajnikant Patel - client ID 545244120  EFT deposit for $75K

Sanjay came to me.  $75k in progress to be invested, and total account value to be $500k.

But Investment Centre won't assign a PLAN number without a SIN, and therefore the EFT can't be processed since if you don't have a PLAN number you can't purchase any seg funds

Sanjay forwarded to Colleen for escalation to legal.
I forwarded to John Yanchus",True,2014-11-05T23:52:21.000+0000,False,False,005G0000002gy7yIAA,2014-11-03T16:46:05.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 276-1177 x 564,,pranav.dave@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4168.0
500G000000XltLrIAJ,False,,00005564,003G000001wxlFtIAI,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Primerica account with 3 Invesco Funds,Medium,"Request for Investment Info sent to Primerica who responded that fees = 4.5 for all 3 funds (we assumed this meant percent) yet the date the units are fee free is only 2 months hence (Jan 2015).

Janis called back and was directed to speak to Invesco who confirmed the 4.5 is DOLLARS (NOT PERCENT)

Client also confused by info Invesco provided implying MER is ony 1.5%?   WRONG - the DSC is 1.5% on a very small deposit which is why the fee is $4.50.  The MER's are well in the 2.5% PLUS range",True,2014-11-07T13:42:37.000+0000,False,False,005G0000002gy7yIAA,2014-11-03T16:49:25.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4168.0
500G000000XlthsIAB,False,,00005565,003G0000018f6dxIAA,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,LIB income illustration and annuity income illustration,Medium,"Rob's client interested in LIB and I assisted him in the quote using the LIB income illustation software.

RRIF transfer in so he could earn 1 bonus at most if RRIF is opened with us but no withdrawals are made for 365 days permitting 1 bonus to be earned

> also discussed that ANNUITY pays more, and can be JOINT LIFE (Rob didn't know that as the money is a RRIF in his name only)",True,2014-11-03T16:56:40.000+0000,False,False,005G0000002gy7yIAA,2014-11-03T16:56:14.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(647)280-9930,,robert.dalimonte@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Quotation;Concept,0.0,0.0,0.0,,False,4168.0
500G000000XltrnIAB,False,,00005566,003G000001sRuT5IAK,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,How do we compete against the banks?,High,"Provided Vida the 1 pager as well as the 6 slide powerpoint presentation that Anthony created for our Team
> called CONSOLIDATION and shows how broad the product suite is for a F55 Advisor compared to the bank",True,2014-11-03T16:59:56.000+0000,False,False,005G0000002gy7yIAA,2014-11-03T16:59:28.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 276-1177 ext 594,,,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4168.0
500G000000XlxDcIAJ,False,,00005567,003G0000018f6cHIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Product Question,Phone,,Dr. Wajeeh MRP Program,Medium,Client received outstanding MRP bill and doesn't know what it is for.  MRP bill was emailed to Paul Herron on October 21.  November 3 - bill and MRP explanation was emailed to client and Paul.,True,2015-01-08T15:22:14.000+0000,False,False,005G0000002gy7UIAQ,2014-11-03T18:10:39.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902)830-7475,(902) 830-7475,paul@baywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4168.0
500G000000XlxGWIAZ,False,,00005568,003G0000018f6exIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Thompson Conn - Michael Purcell,Medium,Employee was removed from plan however his intent was to only waive the HC and DC.  Email has been sent to Inforce.,True,2015-01-08T15:22:53.000+0000,False,False,005G0000002gy7UIAQ,2014-11-03T18:12:07.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902) 422-1631 X245,,berit.andersen@freedom55financial.com,(902) 422-3493,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4168.0
500G000000Xm22LIAR,False,,00005569,003G0000018f7z0IAA,001G000000urN7LIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Iafollo,Medium,"Gerry is moving funds from GWL segs to Quadrus H series - $375,000. Requested exception to offer 80 bps AMS - exception granted on basis all funds go to QGOF.",True,2014-11-03T20:15:15.000+0000,False,False,005G0000002gy6dIAA,2014-11-03T20:14:56.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(204)777-6699,,gerry@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,0.0,0.0,0.0,,False,4168.0
500G000000Xm30FIAR,False,,00005570,003G0000018f7aIIAQ,001G000000urNBOIA2,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,RRIF Beneficiary,Medium,Let us assume Dad dies and his RRIF rolls tax free to Mom. She chooses to name her children as beneficiary instead of her estate. Is there any real tax savings here seeing as her estate will be responsible for paying income tax on the full amount? If she named her estate then the monies would be subject to probate fees in Ontario wouldn’t they? So maybe she is better off naming the kids as beneficiaries to avoid probate – please confirm,True,2014-11-03T20:43:12.000+0000,False,False,005G0000002gy4kIAA,2014-11-03T20:42:52.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519) 837-9659,(519) 580-6838,rob.jacobi@tenzing.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,701G0000000ar07IAA,,,Concept,2.0,0.0,0.0,,False,4168.0
500G000000XmHkmIAF,False,,00005571,003G0000018f6fKIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Email,,Assuris coverage on various accounts,Medium,"Large case recently closed of $400k ++ now requires explanation back to Son, as CA for his father, about Assuris coverage",True,2014-11-04T19:36:37.000+0000,False,False,005G0000002gy7yIAA,2014-11-04T13:06:01.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 276-1177 X540,,rose.d'alimonte@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4167.0
500G000000Xn89CIAR,False,,00005572,003G0000018f6UwIAI,001G000001bRXLwIAO,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Annuity opportunity,Medium,Byron has a client who approached him regarding annuities and he had several questions.,True,2014-11-05T21:41:45.000+0000,False,False,005G0000002gy3wIAA,2014-11-05T21:41:11.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)274-3202,(519) 520-9260,byron@noirwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4166.0
500G000000Xn8DOIAZ,False,,00005573,003G0000018f6c7IAA,001G000000urMptIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Review,Medium,Marian and I met to touch base and discuss status of several of her emerging leaders and the work we have both been doing with them.,True,2014-11-05T21:43:57.000+0000,False,False,005G0000002gy3wIAA,2014-11-05T21:43:43.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519) 435-6341,,marian.hundt@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4166.0
500G000000Xn8GSIAZ,False,,00005574,003G0000018f74eIAA,001G000000urMptIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client product question,Medium,Ted had annuity questions,True,2014-11-05T21:45:42.000+0000,False,False,005G0000002gy3wIAA,2014-11-05T21:45:25.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)963-1000,,ted.cox@barillandcompany.com,(519)336-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4166.0
500G000000Xn8InIAJ,False,,00005575,003G0000018f73bIAA,001G000000urMptIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,TFSA Question,Medium,,True,2014-11-05T21:47:14.000+0000,False,False,005G0000002gy3wIAA,2014-11-05T21:46:51.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)204-3221,(226) 919-5154,davedouglas@aspirefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4166.0
500G000000Xn8M1IAJ,False,,00005576,003G0000018f6huIAA,001G000000urMptIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,ProStation training,Medium,,True,2014-11-05T21:49:13.000+0000,False,False,005G0000002gy3wIAA,2014-11-05T21:48:43.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)550-2198,,lydia@kruskafin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4166.0
500G000000XngQUIAZ,False,,00005577,003G000001cQtMDIA0,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Termination of FI Class and taxable event,Medium,the Mackenzie letter and tax consequences were explained and the ongoing significant tax deferral benefits of the Class structure remain in tact.   But fixed income is mostly a Trust holding as we are taking the fixed income fund out of the corporation to minimize taxable income being earned going forward,True,2014-11-07T13:37:16.000+0000,False,False,005G0000002gy7yIAA,2014-11-07T00:53:45.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 276-1177 x 500,(519) 826-1631,ezio.carlino@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4165.0
500G000000Xnt7BIAR,False,,00005578,003G000001fIDDrIAO,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Further dicussion of his estate case and monies currently in bank brokerage,Medium,"Funding of the LL seg fund estate account needs to be from existing investments at a brokerage account, currently holding a mix of cash, bonds/notes/ and equities.

Steve had some questions on the various securities and whether the monies should come from equity or bond side.  Although specific advice on sale of a specific security is not permitted, he needs to ensure that the combined monies in both plans is suitable from an overall risk framework.",True,2014-11-07T15:57:45.000+0000,False,False,005G0000002gy7yIAA,2014-11-07T15:57:35.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(855)776-5346,(416) 949-1069,steve@projectfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4164.0
500G000000XnvRSIAZ,False,,00005579,003G000001F47wQIAR,001G000000urMsgIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,info sur CVP,Medium,Fourni les infos sur CVP afin de fixer le coût,True,2014-11-07T17:18:54.000+0000,False,False,005G0000002gy1iIAA,2014-11-07T17:18:44.000+0000,005G0000002gy1iIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(819) 375-4974 X326,(819) 979-0114,marie-claude.jean@financiereliberte55.com,(819) 375-0580,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy1iIAA,,,,,,,0.0,0.0,0.0,,False,4164.0
500G000000XnypmIAB,False,,00005580,003G0000018f79yIAA,001G000000urMptIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Seg fund in trust for,Medium,,True,2014-11-07T19:07:56.000+0000,False,False,005G0000002gy3wIAA,2014-11-07T19:07:36.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)685-0450,,dave@daveburns.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4164.0
500G000000XnyvuIAB,False,,00005581,003G0000018f6lWIAQ,001G000000urMptIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Question regarding new Securities Consultant,Medium,,True,2015-02-10T15:43:46.000+0000,False,False,005G0000002gy3wIAA,2014-11-07T19:10:47.000+0000,005G0000002gy3wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519) 435-7966,(519) 852-2855,clarence.borja@freedom55financial.com,(519) 435-6380,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3wIAA,,,,,,,0.0,0.0,0.0,,False,4164.0
500G000000XnzSUIAZ,False,,00005582,003G0000018f73qIAA,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,ExceLife options,Low,,True,2014-11-07T19:28:45.000+0000,False,False,005G0000002gy2wIAA,2014-11-07T19:28:24.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(647)832-1568,(647) 832-1568,hezeng.li@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,1.0,1.0,0.0,,False,4164.0
500G000000YPnTUIA1,False,,00005583,003G000001IjNN9IAN,001G000000urMrDIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,underwriting 1 kidney,Low,,True,2014-11-07T21:10:00.000+0000,False,False,005G0000002gy2wIAA,2014-11-07T21:09:47.000+0000,005G0000002gy2wIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(647)668-3504,(647) 669-4684,andre@mccalmont-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy2wIAA,,,,,,,0.0,0.0,0.0,,False,4164.0
500G000000YQBK7IAP,False,,00005593,003G0000020tUwrIAE,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Maturity Guarantee is not 10 years,Medium,"I explained how it works and that in my opinion has no real value as probability of paying it at Age 71 or Age 105 is extremely remote since in most cases decades of time have passed and the client would still have to own a policy that has declined by more than 25%
> exception = 100 / 100 where 15 year maturity is electible but even then the MER added cost means you have paid thousands of dollars to obtain this protection",True,2014-11-13T15:36:03.000+0000,False,False,005G0000002gy7yIAA,2014-11-13T15:35:55.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)276-1177X466,(647) 330-1456,info@sukhisandhu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4158.0
500G000000YQxxrIAD,False,,00005594,003G000001F5WkNIAV,001G000000urN5tIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Taxation of Portfolio Funds,Medium,He wanted to know how the unit holders are impacted by tactictal changes made by PSG.,True,2014-11-14T23:43:07.000+0000,False,False,005G0000002gy4kIAA,2014-11-14T23:42:51.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)634-8110,(905) 220-6396,rick.giuliani@cogeco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,701G0000000aqzEIAQ,,,Concept,0.0,0.0,0.0,,False,4157.0
500G000000YQy0qIAD,False,,00005595,003G000001F5WkNIAV,001G000000urN5tIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Taxation of GWL Real Estate Fund,Medium,Wanted to explain to his client the tax treatment of gains in the Real Estate Fund.,True,2014-11-14T23:45:30.000+0000,False,False,005G0000002gy4kIAA,2014-11-14T23:45:21.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)634-8110,(905) 220-6396,rick.giuliani@cogeco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,701G0000000aqzEIAQ,,,Concept,0.0,0.0,0.0,,False,4157.0
500G000000YQy3GIAT,False,,00005596,003G000001F5WkNIAV,001G000000urN5tIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Question on 2014 tax rate card on highest income tax rate,Medium,He wanted to confirm that the tax rates were correct for incomes over $500K.,True,2014-11-14T23:48:46.000+0000,False,False,005G0000002gy4kIAA,2014-11-14T23:48:36.000+0000,005G0000002gy4kIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)634-8110,(905) 220-6396,rick.giuliani@cogeco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4kIAA,,,701G0000000aqzEIAQ,,,Marketing Piece,0.0,0.0,0.0,,False,4157.0
500G000000YR7guIAD,False,,00005597,003G0000018f79MIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Investment Summary setup,Medium,Ashoka has clients needing online access and he was unaware the sign up process is now streamlined and simplified.   I gave him the website address,True,2014-11-15T15:35:20.000+0000,False,False,005G0000002gy7yIAA,2014-11-15T15:29:41.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)276-1177,(416) 895-5283,ashok.ambwani@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4156.0
500G000000YSJONIA5,False,,00005598,003G0000018f6hOIAQ,001G000000urMqrIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,$million ++ GIC at TD and prefer consolidating to L&L,High,"he wanted to know if all the money could transfer over?  The entirety of the $million is invested in GIC, mostly with terms in mid 2015 and well into 2016 (about 3/4 of the million don't have maturity dates in 2015)

I told Joe there is no way to know if the GIC is non-redeemable or redeemable?  He has to find that out from the client or the bank

He wanted to know if Segs are the way to go since they too offer guarantees?  I said the protection is at time of death; not interest rate protection so the client needs to understand the seg fund policy will have a fluctuating market value.. At death, any downward loss in market value is protected = 100% of original deposits. Mentioning protection but not indicating it comes into play only at death is misleading.",True,2014-11-18T22:03:15.000+0000,False,False,005G0000002gy7yIAA,2014-11-18T22:02:56.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)277-1234,(416) 432-0222,jferreiraf@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4153.0
500G000000YSZ19IAH,False,,00005599,0030A0000029iskQAA,001G000000vlseHIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,"Nelson's Sports Bracing & Orthotics, Policy #217904",Medium,"Set up new plan admin, Elizabeth, with GN access.",True,2015-02-13T16:58:59.000+0000,False,False,005G0000002gyEtIAI,2014-11-19T14:11:36.000+0000,005G0000002gyEtIAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)652-7225,,dcole@sentinel.sk.ca,(306)665-7754,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,3.0,0.0,0.0,,False,4152.0
500G000000YSoyCIAT,False,,00005600,003G0000018f7rzIAA,001G000000urN8JIAU,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Email,,Gaston Bibeau 700K,Medium,"Will be sending him a new Quadrus portfolio instead of seg funds. He is in competition with 1859.  Build a new portfolio for his client 30% fixed income - 70% stock comparing advisory fee at 0,6% and 0,8%. Did advice him that they will probably charge somewhere between 1 and 1,4% for this type of portfolio",True,2014-11-21T16:27:44.000+0000,False,False,005G0000002gy8MIAQ,2014-11-19T21:42:13.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(450)743-0035X24,(450) 780-3050,benoit.theroux@bltheroux.qc.ca,,,,,,,,,,,National Bank 1859,Other,,,0.0,,,0.0,False,National Bank 1859,,,,,005G0000002gy8MIAQ,,,701G0000000ar10IAA,,,Quotation;Presentation,1.0,0.0,0.0,,False,4152.0
500G000000YTBnHIAX,False,,00005601,003G0000018f7BjIAI,001G000000urMphIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Client wants to move into GICs,Medium,Nov 20: Had to educate client on insurance advantage and conservative profile vs. GICs.,True,2014-11-20T17:53:57.000+0000,False,False,005G0000002gy4OIAQ,2014-11-20T17:51:09.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,TD Asset Management,TD Asset Management,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,1.0,0.0,0.0,,False,4151.0
500G000000YTlyIIAT,False,,00005602,003G0000018f6f7IAA,001G000000urMwHIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,12 Month Exchange,Low,,True,2014-11-21T16:55:11.000+0000,False,False,005G0000002gy7KIAQ,2014-11-21T16:53:58.000+0000,005G0000002gy7KIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905)295-1117,,bsomerville@capital-wealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7KIAQ,,,,,,,0.0,0.0,0.0,,False,4150.0
500G000000YTqu4IAD,False,,00005603,0030A0000029i4EQAQ,001G0000011ablPIAQ,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review shareholder agreement,Low,Tank Gauging Systems;  clients very secretive;  reviewed agreement and discussed with Natalya;  she will try to leverage our findings to get more info from clients - 2014 11 12,True,2014-11-21T19:00:46.000+0000,False,False,005G0000002heHMIAY,2014-11-21T19:00:34.000+0000,005G0000002heHMIAY,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(403)981-2757,,natalya@myvfi.com,(866)656-6122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4150.0
500G000000YTtvTIAT,False,,00005604,003G000001EHOJ3IAP,0015o000008Cz0AAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Commission Schedule Changes,Medium,"10%	267207	K & B CONCRETE (May 1) - Done
8%	287005	BTC HUMAN SERVICES CORP (May 1) - Done
10%	275551	SEMAGANIS WORME (June 1)
10%	286381	KBI CONSTRUCTION INC.(June 1)
10%	273428	MATRIX CONSTRUCTION LTD (Nov 1) - Done
.",True,2015-05-28T20:45:50.000+0000,False,False,005G0000002gyEtIAI,2014-11-21T20:17:22.000+0000,005G0000002gyEtIAI,2024-01-05T13:42:35.000+0000,0055o0000019VX9AAM,2024-01-05T13:42:35.000+0000,(306)221-1200,,jsloan@fnislp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyEtIAI,,,,,,,5.0,0.0,0.0,,False,4150.0
500G000000YTv3eIAD,False,,00005605,003G0000018f7xEIAQ,0015o000008Cyf3AAC,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Lafond & Prevault,Medium,Client had submitted transfers to National Bank for 2 PS2 cases. Met with Dave to review and provide discussion points for meeting with client. Provided pricing comparison to demonstrate competitiveness of our fees. Cases were conserved.,True,2014-11-21T20:49:13.000+0000,False,False,005G0000002gy6dIAA,2014-11-21T20:48:54.000+0000,005G0000002gy6dIAA,2024-02-26T19:30:22.000+0000,0055o0000019VX9AAM,2024-02-26T19:30:23.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,National Bank,Other,,,0.0,,,0.0,False,National Bank,,,,,005G0000002gy6dIAA,,,701G0000000ar0qIAA,,,Analysis Document,2.0,0.0,0.0,,False,4150.0
500G000000YlDSCIA3,False,,00005592,003G0000018f6ykIAA,001G000000urMrmIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,Age exception,Medium,"From: Robbins, Jenna 
Sent: Wednesday, November 12, 2014 12:04 PM
To: McParlan, Brian
Cc: Foster, John F.; Campanelli, Stephen
Subject: FW: Account allocation issue


Hi Brian,

Both plan M158366079 and plan M158675337 are No Loads.

If you want to transfer $40,000 from plan M158366079 to plan M158675337, to equalize the policies for her 3 beneficiaries, that is an exception we can make considering the circumstances.

You can send all the paperwork to my attention (or to Catherine Marshall in my absence from November 13th to November 25th) to T424 5B at Head Office, or fax to Fax: 1-855-463-0033.

Thank you,
Jenna Robbins Hon. BA 
Team Coordinator
London Life Insurance Company 
Individual Savings and Wealth Management, T-424 5B 
Phone: (519) 435-7837 
Fax: 1-855-463-0033 
This e-mail (including any attachments) is intended only for use by the persons to whom it is addressed and may contain confidential information.  If this e-mail is not addressed to you, note that any circulation, distribution or copying of this e-mail (including attachments) is strictly prohibited.  If you have received this e-mail in error, please notify me immediately and permanently delete the original e-mail (including attachments) and any electronic or printed copy of it.


_____________________________________________
From: Foster, John F. 
Sent: Tuesday, November 11, 2014 10:22 AM
To: Reath, Kim
Subject: Account allocation issue


Hi Kim
Please see below.
As I mentioned on voicemail, client wants to simply have equitable balance in her accounts for estate planning purposes.
Circumstances are such that there is an issue with her age and trying to rebalance these accounts.
Appreciate your review of this – and if there is someone else you think I should speak to regarding this, please let me know.
Thanks,
John

Trusted Partners Local Support 
John F. Foster, CFP®
Regional Sales Director, Wealth Management 
Sales and Marketing Centre, Ontario East & Atlantic Region
Quadrus Investment Services Ltd. 
Ph: 613-270-6867
Fax: 613-270-6801 
Toll Free: 1-800-543-9557
500-515 Legget Drive 
Kanata, ON, K2K 3G4 
john.foster@gwl.ca 

The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.


_____________________________________________
From: Campanelli, Stephen 
Sent: Friday, November 07, 2014 4:27 PM
To: Foster, John F.
Subject: FW: Investment problem


John

Can we get an exception for Brian’s request below. The client has $375,000 with London Life, and Brian’s trying to fulfill an estate planning need for his client.

Thanks,
Steve

_____________________________________________
From: McParlan, Brian 
Sent: Friday, November 07, 2014 1:52 PM
To: Campanelli, Stephen
Subject: RE: Investment problem


Stephen
I want to transfer a sum of money from plan M158366079 to M158675337 and yes both are non-reg. The 6079 plan has 260,000 and the 5337 plan has 20,000-this is the one for the daughter with the settlement option . The amount transfer will be in the 40 thousand range to from one to another to enable the annuity to meet the clients monthly request for her daughter.

We cannot direct the Winds - but we can adjust our Sails. 
Brian McParlan 
Financial Security Advisor 
Insurance, Investments, Financial and Estate Planning 
Freedom 55 Financial / Quadrus Investments 
Direct (613) 986-3062 brian.mcparlan@f55f.com 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage


_____________________________________________
From: Campanelli, Stephen 
Sent: Friday, November 07, 2014 1:15 PM
To: McParlan, Brian
Subject: RE: Investment problem


Brian,

Are you looking to deposit the funds into a 1 year GIO or an Estate Protection Funds seg fund policy? What’s the dollar amount you would like to invest? And, I’m assuming this is for non-registered funds.

I’m not able to access any of your policies. 

I’d like to try to get an exception for this money.

Thanks,
Steve

_____________________________________________
From: McParlan, Brian 
Sent: Friday, November 07, 2014 1:08 PM
To: Campanelli, Stephen
Subject: Investment problem


Stephen
I need your help and advice in relationship to a client. I started working with this client four years ago – Irene Beal (0004638536). She originally opened a TFSA with me and since that time, we have created an estate plan for her including the transfer of her assets to her beneficiaries. Over and above her investments there is a principle residence and a family cottage that has appreciated in value in excess of 400,000 dollars since its last valuation. 
Throughout the past four years she has consistently moved her investments to London Life as they matured at the Bank of Nova Scotia and now her London Life holdings are approximately 375,000. ( I have included her contract list at the bottom of this e-mail)
There are three children which will be the beneficiaries of her policies however during our planning process, we identified that her daughter is ill-equipped to handle  a sum of money upon her passing. This is a women who worked hard for her savings yet her daughter spends 10.00 dollars for every dollar in her purse. I presented a solution of establishing a separate retirement plan on which the daughter is the sole beneficiary and included a settlement option to convert the plan to a 10 year annuity upon her passing.  We then transferred the final 80,000 of non-reg funds to London Life and the final step in completing the estate plan was to transfer and equalize the amounts in her two plans, one for her two sons and the new for her daughter. Unfortunately during this process the client turned 91 and as such I am prevented from completing the final step in her plan-transferring funds from one M-plan to another.
In addition to the delay while handling the cottage transfer, her husband passed, which is why her portfolio includes two TFSA’s

Can you help? I am open to any and all suggestions

Name	BEAL, IRENE
Date of birth	Mar. 26, 1923
Address	111 FAIRMONT AVE
LONDON ON N5W 1L8

Telephone	Home	519-455-1967
Bus	
Cell	
Fax	

	Client ID	0004638536
Gender	Female
Language	English
Marital status	
Age admitted	No
Province of tax	Ontario
	
	

•	Contract list
•	Summary of your portfolio


Top of Form

Contract #	Type	Role	Status	Issue date

3513647-2 
Individual life insurance policy 	Owner 	Active 	Sep. 28, 1964 
3144682-9 
Individual life insurance policy 	Owner 	Active 	Jun. 15, 1956 
M158675337 
Individual retirement savings - plan 	Owner 	Active 	Jun. 10, 2014 
M158366079 
Individual retirement savings - plan 	Owner 	Active 	Aug. 10, 2010 
V104208420 
Individual retirement savings - plan 	Owner 	Active 	May 30, 2010 
80620019 
London Life segregated funds - Spousal RRIF 	Owner 	Active 	Sep. 25, 2014 
84053370 
London Life segregated funds - TFSA 	Owner 	Active 	May 25, 2010 
84053388 
London Life segregated funds - TFSA 	Owner 	Active 	May 25, 2010 
Bottom of Form

We cannot direct the Winds - but we can adjust our Sails. 
Brian McParlan 
Financial Security Advisor 
Insurance, Investments, Financial and Estate Planning 
Freedom 55 Financial / Quadrus Investments 
Direct (613) 986-3062 brian.mcparlan@f55f.com 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss",True,2014-11-12T18:53:50.000+0000,False,False,005G0000002gxyDIAQ,2014-11-12T18:51:05.000+0000,005G0000002gxyDIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(613)986-3062,,brian@mcparlanfinancial.ca,,,,,,,,,,,BNS,Other,,,0.0,,,0.0,False,BNS,,,,,005G0000002gxyDIAQ,,,,,,,0.0,0.0,0.0,,False,4159.0
500G000000ZRp6sIAD,False,,00005606,003G000001cQtMDIA0,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"What safe investment do we offer for TFSA, clients 80++",Medium,"QGOF has the High Yield Savings Account
> Advisor Site > QGOF > marketing catalogue > TFSA > HYS account

The inter-corporate relationship with Manulife permits you selling a TFSA using their GIO interest option.  Refer to the Inter-Corporate support on Advisor Site to get yourself set up and the TFSA and other info you need to know are in the Manulife section",True,2014-11-24T17:05:34.000+0000,False,False,005G0000002gy7yIAA,2014-11-24T17:05:11.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(905) 276-1177 x 500,(519) 826-1631,ezio.carlino@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4147.0
500G000000ZRysfIAD,False,,00005607,003G0000018f7JzIAI,001G000000urMwGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION - 279804 STAGE OILFIELD NOV 30/14,Medium,TERM NOV 30/14 - RATES/MANULIFE,True,2014-11-24T19:57:46.000+0000,False,False,005G0000002gy0lIAA,2014-11-24T19:57:24.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)775-3333,(306) 527-3519,shane@wascanafinancial.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4147.0
500G000000ZRz1cIAD,False,,00005608,0030A0000029YqaQAE,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION -  2405420 YORK ELECTRIC OCT 31/14,Medium,COMPANY CLOSED  $12000 MTH,True,2014-11-24T20:01:25.000+0000,False,False,005G0000002gy0lIAA,2014-11-24T20:00:53.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)782-2275X62183,,barry.marianchuk@westernfg.ca,(306)786-1870,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4147.0
500G000000ZRzAoIAL,False,,00005609,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 276651 WEST CENTRAL TIRE & AUTO - NOV 1/14,Medium,COMPANY SOLD,True,2014-11-24T20:05:02.000+0000,False,False,005G0000002gy0lIAA,2014-11-24T20:04:21.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4147.0
500G000000ZSCeOIAX,False,,00005610,003G0000018f77SIAQ,001G000000urMnRIAU,,,,,,DI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Manulife Mortgage Protection,Medium,DI & Life,True,2014-11-25T03:21:22.000+0000,False,False,005G0000002gyGaIAI,2014-11-25T03:19:14.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(604)564-9324,6048802766,nick@anchorpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,1.0,0.0,0.0,,False,4147.0
500G000000ZSRuaIAH,False,,00005611,003G0000018f7kQIAQ,001G000000urMyuIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Robert Higgins,Medium,"October MRP claim submitted, Gail was wanting an update and wondering why the claim too so long to get to Claims

Nov 20/14 - left Gail a voice message that she could call Jen in Claims directly. I apologized for the tardiness of the claim getting to Winnipeg as it would have left our office the very day we received it.",True,2015-01-08T15:24:07.000+0000,False,False,005G0000002gy7UIAQ,2014-11-25T13:52:08.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902) 454-7338,,helen@andersonandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSS54IAH,False,,00005612,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Ortho Claim for Jaynt Spencer and CPAP machine for Jason,Medium,"Some of Janyt's claim was processed prior to GWL plan and some processed after.  S/W Carol in Claims to advised that Dental office possibly submitted the wrong month on one of the submissions which meant we would pay for that month twice, this is why it was declined.  Janyt was advsied to ask Dentist to resubmit with correct month.  

Jason claim was assessed correctly at 80% of R & C of $2000 = 1600.",True,2014-11-25T13:58:57.000+0000,False,False,005G0000002gy7UIAQ,2014-11-25T13:58:39.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,001G000001LA5duIAD,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSTBlIAP,False,,00005613,0035o000006npylAAA,001G000000vl9XoIAI,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION - 278180 ELECTRIC EFFECTS NOV 30/2014,Medium,"MOVED TO SUNLIFE, SAME ADVISOR",True,2014-11-25T14:36:56.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T14:36:40.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)757-8631,,jeff.lightheart@sunlife.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSTGbIAP,False,,00005614,003G0000018f6QWIAY,001G000000urMwGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 285604 LOECO VENTURES - SEPT 30/14,Medium,RATES,True,2014-11-25T14:39:00.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T14:38:48.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSTKAIA5,False,,00005615,003G0000018f6uQIAQ,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,281189 SK ASSOCIATION OF HUMAN RESOURCES - SEPT 30/14,Low,RATES,True,2014-11-25T14:40:37.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T14:40:27.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)546-1385,,terry@atafinancial.ca,(306)543-3886,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSTRaIAP,False,,00005616,0030A0000029naaQAA,001G000000urN6uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 222699 WH CODERRE & SONS - OCT 31/14,Low,RATES,True,2014-11-25T14:43:53.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T14:43:44.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)634-7979,,ron.areshenkoff@spectrafinancial.ca,(306)636-2267,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSTVTIA5,False,,00005617,003G000001B40XJIAZ,001G000000vl4tLIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 268281 CITY OF MJ - DEC 31/2014,Low,NOW PART OF CUPE,True,2014-11-25T14:45:30.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T14:45:17.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 693-3088,,joe.moffatt@sunlife.com,(306) 693-3037,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSTaVIAX,False,,00005618,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 237757 K&S CHOLOD - OCT. 31/2014,Low,"RATES, ONLY TWO EMPLOYEES LEFT",True,2014-11-25T14:47:57.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T14:47:39.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSTvsIAH,False,,00005619,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 268133 DAVES EXCAVATING - OCT 15/14,Low,"CHAMBER OF COMMERCE, NO PRE-EX ON OCC",True,2014-11-25T14:57:12.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T14:56:54.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSUSIIA5,False,,00005620,003G0000018f7pSIAQ,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 215737 WESTEND CONVENIENCE STORE - SEPT 15/14,Medium,DOWN TO ONE LIFE,True,2014-11-25T15:12:32.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:12:18.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 352-5659,(306) 421-1935,dwight@dgbcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSUUnIAP,False,,00005621,0030A0000029kmhQAA,001G000000wjNrTIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 286836 TRIPLE STAR OILFIELD SERVICES LTD. - NOV 11/14,Medium,DOWN TO ONE LIFE,True,2014-11-25T15:13:37.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:13:28.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)842-2841,,michael.hoffman@weyburnsecurity.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSUXmIAP,False,,00005622,0030A0000029naaQAA,001G000000urN6uIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 273865 METRA EQUIPMENT - SEPT 30/14,Low,COMPANY SOLD,True,2014-11-25T15:14:37.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:14:32.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)634-7979,,ron.areshenkoff@spectrafinancial.ca,(306)636-2267,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSUa3IAH,False,,00005623,003G0000018f6nzIAA,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 263471 PUMB-TECH LTD,Low,DOWN TO ONE LIFE,True,2014-11-25T15:15:54.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:15:45.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,403-581-0548,,douglas.thompson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSUduIAH,False,,00005624,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 219158 LARO FOOD SERVICES LTD.,Medium,COMPANY CLOSED,True,2014-11-25T15:17:27.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:17:13.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSUgFIAX,False,,00005625,003G0000018f7piIAA,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 270035 ACTION EXPRESS JULY 31/14,Low,RATES,True,2014-11-25T15:18:34.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:18:26.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSUipIAH,False,,00005626,0030A0000029cDoQAI,001G000000wjNrUIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 282343 SEL-VAN HOLDING LTD. - JULY 31/14,Low,COMPANY CHANGED OWNERSHIP,True,2014-11-25T15:19:56.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:19:50.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)757-3511,,,(306)352-3171,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSVHkIAP,False,,00005627,003G000001C3Z2mIAF,001G000000wjNrTIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 271977 MCDOUGALL PROPERTY MANAGEMENT INC,Low,COMPANY CLOSED,True,2014-11-25T15:34:33.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:34:22.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 757-1222,(306) 530-8184,larry.hope@ig.ca,(306) 757-1096,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSVKZIA5,False,,00005628,003G0000018f7OfIAI,001G000000urN6oIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"TER,MINIATION 285403 SOUTHWEST MEDI-CENTRE",Low,RATES,True,2014-11-25T15:35:48.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:35:38.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)693-5251,(306) 631-8034,brent.goldkey@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSVNdIAP,False,,00005629,003G0000018f7OfIAI,001G000000urN6oIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 276607 MEDICINE HAT & DISTRICT FOOD BANK - FEB 1/2014,Low,RATES,True,2014-11-25T15:42:56.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:36:44.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306)693-5251,(306) 631-8034,brent.goldkey@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSVeZIAX,False,,00005630,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 269077 LAROCQUE MASONRY CONSTRUCTION - FEB 15/14,Medium,PRODUCT,True,2014-11-25T15:44:32.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:44:21.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSVhnIAH,False,,00005631,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 235936 BARKERS WHOLESALE TROPHIES APRIL 1/14,Low,POLITICAL,True,2014-11-25T15:45:52.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:45:42.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSVlVIAX,False,,00005632,003G0000018f7prIAA,001G000000urMFAIA2,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 261229 RIPPLINGER HOMES LTD. - MAY 1/14,Low,PRODUCT MOVED TO CHAMBER,True,2014-11-25T15:47:27.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:47:11.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:01.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:01.000+0000,(306) 564-6323,,dfoster@lbdca.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSVoeIAH,False,,00005633,003G0000018f7DAIAY,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 288851 TITAN STAINLESS LTD. MAY 1/14,Low,COMPANY IS RESTRUCTURING,True,2014-11-25T15:48:55.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:48:42.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)586-1387,(306) 527-8887,tyler@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSVrYIAX,False,,00005634,003G0000018f7qNIAQ,001G000000urN6nIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 289596 BOTTOM OF THE ROLL - APRIL 1/14,Low,ONLY ONE EE LEFT,True,2014-11-25T15:50:14.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:50:04.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,,(306) 570-6440,james@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSVuXIAX,False,,00005635,003G0000018f7pPIAQ,001G000000urN6pIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 241896 JPL AUTO ELECTRIC - FEB 1/14,Low,ARREARS,True,2014-11-25T15:51:37.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:51:30.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 543-4200,,dgoldbeck@harvardwestern.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSVxRIAX,False,,00005636,003G0000018f7pTIAQ,0015o000008Cz0HAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 279234 COAST RESOURCES MAR 1/14,Low,RATES,True,2014-11-25T15:52:56.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:52:48.000+0000,005G0000002gy0lIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,,,john@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSW0MIAX,False,,00005637,003G0000018f6aYIAQ,001G000000urMulIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 242462 SIMPSON SEEDS - JAN 1/14,Low,LARGE GROUPM MOVED TO EMPIRE,True,2014-11-25T15:54:24.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:54:09.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)994-2408,,sreiter@elev8wealth.com,,,,,,,,,,,Empire Life,Empire Life,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSW36IAH,False,,00005639,003G0000018f7pTIAQ,0015o000008Cz0HAAS,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 211343 BERGER BELANGER JAN 1/14,Low,TRANSFER TO LARGE GROUP 335212,True,2014-11-25T15:57:36.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:57:15.000+0000,005G0000002gy0lIAA,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,,,john@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSW4DIAX,False,,00005638,003G0000018f6YzIAI,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 227838 REGINA BATTERY DEPOT JAN 1/14,Low,UNKNOWN,True,2014-11-25T15:55:54.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:55:37.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 586-0905 ext 4287,(306) 539-7024,doug.pennington@f55f.com,(306) 586-1282,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZSWC2IAP,False,,00005640,0030A0000029bStQAI,001G000000wjNrTIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 279153 ESTERHAZY AUTO JAN 1/14,Low,UNKNOWN,True,2014-11-25T15:58:39.000+0000,False,False,005G0000002gy0lIAA,2014-11-25T15:58:29.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)786-3850,,jeff.bahrey@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4146.0
500G000000ZTFjiIAH,False,,00005641,0035o0000069TO3AAM,001G000000urMz7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,GroupNet Training,Medium,New Plan Administrator for Cluett Insurance requires training. Once she receives her User ID/password i will be getting back in touch with her to set up time/date.,True,2015-04-02T13:14:50.000+0000,False,False,005G0000002gyAKIAY,2014-11-26T13:34:07.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)465-5687,,rcluett@gobelmont.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,2.0,0.0,0.0,,False,4145.0
500G000000ZTKlTIAX,False,,00005642,003G0000018f74QIAQ,001G000001J2YYkIAN,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Doing a Freedom to new Seg transfer for a Non reg and concerned about Tax,Medium,"Yes, you should be mindful this is a taxable disposition.  Although you should not provide tax advice, you can assist by requesting a TAX Quote and helping to provide the tax calculation.  Direct your tax quote to Bonnie Stainton

The difference at the policy level ( or fund level) between ACB and MV is the capital gain.   50% of this capital gain would be reported on the income tax return and subject to income tax.",True,2014-11-26T15:27:48.000+0000,False,False,005G0000002gy7yIAA,2014-11-26T15:26:52.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905) 276-1177 x 477,,simmie.thiara@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4145.0
500G000000ZTLmSIAX,False,,00005643,003G0000018f6reIAA,001G000000urMouIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer of LI between spouses,Low,All contact via Katherine Brito,True,2014-11-26T15:52:36.000+0000,False,False,005G0000002heHMIAY,2014-11-26T15:52:23.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)489-1012,(204) 228-6875,jeff@gerwingplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4145.0
500G000000ZTZtaIAH,False,,00005644,003G0000018f6hPIAQ,001G000000urMouIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Insurance purchase by non-resident American,Low,,True,2014-11-26T19:45:51.000+0000,False,False,005G0000002heHMIAY,2014-11-26T19:45:38.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)975-9292X2,(204) 299-9957,chris.berard@berardfinancialgroup.com,(204)410-1144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4145.0
500G000000ZTun6IAD,False,,00005645,003G0000018f7ENIAY,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Enhanced Portfolio Summary showing ROR that seems inaccurate,Medium,"The Enhanced portfolio report uses DVM method for return.  It shows -0.58% while the dollar value growth has been over $5,000? 

We noticed changing to IRR within Portfolio Insights and running shows a ROR of 6.8%

We noticed changing the time period from ""since inception"" to a specified end date does not change the ROR.  Oddly, although you can edit the date range the ROR is always reported from ""since inception"" for some reason

This RESP was opened just prior to the significant market sell-off in 2008 so perhaps DVM is doing what it does (time value weighted returns).

I ran other Enhanced Portfolio Summaries for other plan types (RRSP/LIRA) and although you can elect the date range for this report, where in dollars it shows the change in the date range you selected, the percentage returns always default back to ""since inception"" for some reason

Sending this to HO for response",True,2014-12-08T02:29:06.000+0000,False,False,005G0000002gy7yIAA,2014-11-27T14:18:38.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4144.0
500G000000ZUTM2IAP,False,,00005646,003G0000018f74qIAA,001G000000urMthIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,"RAE, Hanna",Medium,"RPU of large whole life policy ($30,000).",True,2015-02-05T18:05:53.000+0000,False,False,005G0000002gyDWIAY,2014-11-28T18:20:26.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)718-7232,(250) 717-6774,katrina@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,1.0,0.0,0.0,,False,4143.0
500G000000ZUZBmIAP,False,,00005649,003G0000018f7OTIAY,001G000000urMoGIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Corporation paying premiums on personal LI,Low,,True,2014-11-28T22:03:42.000+0000,False,False,005G0000002heHMIAY,2014-11-28T22:03:35.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4143.0
500G000000ZUZxQIAX,False,,00005647,003G0000018f6R9IAI,001G000000urMwTIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI between PC and spouse,Low,,True,2014-11-28T21:33:52.000+0000,False,False,005G0000002heHMIAY,2014-11-28T21:33:40.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)680-4501,,tom@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4143.0
500G000000ZUa92IAD,False,,00005648,003G0000018f6fmIAA,001G000000urMv2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Review LI clauses in trust deed,Low,,True,2014-11-28T21:42:11.000+0000,False,False,005G0000002heHMIAY,2014-11-28T21:42:04.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4143.0
500G000000ZqCNSIA3,False,,00005650,003G0000018f6bvIAA,001G000000urMmxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Phone,,Uzell,High,Income from in force policy.,True,2015-02-03T22:11:11.000+0000,False,False,005G0000002gyGaIAI,2014-11-30T23:13:50.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250)753-9955,,byron.hudson@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,2.0,0.0,0.0,,False,4141.0
500G000000ZqDAAIA3,False,,00005651,003G0000018f79pIAA,001G000000urMnRIAU,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,CI Claim,Medium,,True,2015-03-23T18:08:07.000+0000,False,False,005G0000002gyGaIAI,2014-12-01T00:20:32.000+0000,005G0000002gyGaIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(778)918-2563,(604) 818-5615,adam@stephansonplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyGaIAI,,,,,,,2.0,0.0,0.0,,False,4141.0
500G000000Zqe5pIAB,False,,00005652,003G0000018f7PrIAI,001G000000urMxzIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,LI as security for foreign loan,Low,,True,2014-12-01T18:33:06.000+0000,False,False,005G0000002heHMIAY,2014-12-01T18:32:53.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4140.0
500G000000ZqgQBIAZ,False,,00005653,003G000001B4nmAIAR,001G000000urMzWIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Plan Admin Training/Open Enrollment,Medium,"Spoke with Krista @ Hnatiuk's Hunting p#288662, had some concerns regarding terminating emplyees. Once resolved she expressed that she didnt have any info on the group (no booklet/contract) during this discussion i inquired about the # of employees on the plan and she advised that there were actually approx. 15 that weren't on the plan, even just for the pooled benefits. 
I let her know i would have a pdf booklet and contract emailed to her ASAP and that I would speak with her CSR (Barbara) regarding our conversation and someone would be in touch with her to set up an appt to meet and discuss options.",True,2015-04-17T12:55:50.000+0000,False,False,005G0000002gyAKIAY,2014-12-01T19:19:27.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902) 481-3298,(902) 877-9957,rdickie@accomplishedfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,1.0,0.0,0.0,,False,4140.0
500G000000Zqj7WIAR,False,,00005654,003G000001UQSLuIAP,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Non Reg in Manitoba Credit Union maturing Feb 2016,Medium,"Hed in a product that may or may not be redeemable prior to 5 year term coming due.   Sometimes a GIC with a stated term is redeemable (client gives us a higher interest rate for having the ability to redeem at any time) and sometimes not redeemable.

He needs to contact the credit union unless the client has info on this in their file as to being permitted to cash out early.  If the money is locked in until Feb 2016, ensure the Credit Union is notified not to renew again and have the proceeds deposited into their account.  Then the client can write a cheque to move the money to LL",True,2014-12-01T20:15:21.000+0000,False,False,005G0000002gy7yIAA,2014-12-01T20:14:58.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416)797-9316,(416) 797-9316,frank@bluespringfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4140.0
500G000000ZqlS8IAJ,False,,00005655,003G000001B5ymEIAR,001G000000urMphIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,Phone,,Fee questions from client,Medium,Dec 1: Got a call from her and she was looking for some guidance on how to answer some client questions about fees.,True,2014-12-01T21:04:46.000+0000,False,False,005G0000002gy4OIAQ,2014-12-01T21:04:37.000+0000,005G0000002gy4OIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 736-3504,,lindsay.hungler-schwab@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy4OIAQ,,,,,,,0.0,0.0,0.0,,False,4140.0
500G000000ZrWUrIAN,False,,00005656,003G0000018f7O9IAI,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,"Her ""old to new"" seg fund transfer",Medium,She knows not to purchase any funds as this part is done by HO when they get the application.   But she didn't know she still had to create the client and create the plan on Investment Centre.  Yes she does,True,2014-12-02T21:41:33.000+0000,False,False,005G0000002gy7yIAA,2014-12-02T21:41:26.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4139.0
500G000000ZrogqIAB,False,,00005657,003G0000018f793IAA,001G000000urMt9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Phone,,NEM Increase,Medium,spoke with Brenda at Cutting Edge - 240450 and explained to her that the group was set up with an LTD NEM of $0 so all ee's had to be underwritten. I let her know that we could amend the plan to change the NEM to $1200 and any new ee's would get that amount for LTD without medical evidence. One employee is already in the u/w process but i have requested that h/o discontinue and await the amendment letter so that new ee can have the $1200 LTD amount.,True,2015-04-17T12:55:29.000+0000,False,False,005G0000002gyAKIAY,2014-12-03T12:55:38.000+0000,005G0000002gyAKIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)474-5433,(902) 830-5433,aparrott@eastportfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAKIAY,,,,,,,0.0,0.0,0.0,,False,4138.0
500G000000Zru1GIAR,False,,00005658,003G0000018f6xyIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,King's View Academy,Medium,"S/O Alberto Dec 3/14 - he is very frustrated as he cannot get in touch with James.  I advsied him that James no longer works at Freedom and that a new advisor will be contacting him.  He has to remove and extend benefits for a couple of ee's and add a couple of new ones.  He wanted to know when his renewal was (March 2015).

I have advised him to contact me directly with any questions or concerns.",True,2015-01-08T15:25:14.000+0000,False,False,005G0000002gy7UIAQ,2014-12-03T15:41:53.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,902-422-1631,,james.goddard@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,2.0,0.0,0.0,,False,4138.0
500G000000Zrxe6IAB,False,,00005659,003G0000018f6cbIAA,001G000000urMoLIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Client's seperating - Lisa & Martin Kulas - Want to do policy Exchange,High,">> need clarification on the following: 
(1) Can we do exchange on both of these as they Legaly Seperated back in June 2012? 
(2) If so, for what percentage each? 
(3) What forms are required to be completed. 
(4) Does back office need to run the quotes for us due to date of issue prior to March 1993 on one of the policies?",True,2014-12-15T20:27:44.000+0000,False,False,005G0000004dZxMIAU,2014-12-03T17:12:56.000+0000,005G0000004dZxMIAU,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(403)701-5385,(403) 701-5385,chuck@voldfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004dZxMIAU,,,,,,,1.0,0.0,0.0,,False,4138.0
500G000000ZryKTIAZ,False,,00005660,003G0000018f6YSIAY,001G000000urMs9IAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Baril Nicole,Medium,"Client has a non-regsitered account containing income fund that will be tranfered into trust version in January. Needs to rebalance portfolio before, since they do not want to trigger capital gains for this client.",True,2014-12-03T17:33:12.000+0000,False,False,005G0000002gy8MIAQ,2014-12-03T17:32:48.000+0000,005G0000002gy8MIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(514)334-8701,(514) 971-8074,real.veilleux@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8MIAQ,,,,,,,2.0,0.0,0.0,,False,4138.0
500G000000ZsB5DIAV,False,,00005661,003G0000018f7MvIAI,001G000000urMtjIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Ruppel - reduce coverage,Low,,True,2015-02-05T18:05:44.000+0000,False,False,005G0000002gyDWIAY,2014-12-04T00:19:33.000+0000,005G0000002gyDWIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(250) 763-1114 x 4229,(250) 864-7353,carolann.hillman@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDWIAY,,,,,,,2.0,0.0,0.0,,False,4138.0
500G000000ZsN6EIAV,False,,00005662,003G000001aRuxJIAS,001G000000urMqcIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Taxable Year end bonus unless deposit made to Employer Group RRSP,Medium,"Scott is hoping the client can also elect to get full bonus (30k) and still not have any w/h tax deducted if the deposit is made into an RRSP with us (not with the Employer)

I provided a CRA form T1213 Request to reduce Deductions at Source in case this helps.  I also suggested they provide their NOA showing they do have RRSP carry-forward room in case that helps.  The Employer can justify not withholding tax if they make the cheque payable to the clients RRSP with London Life/Quadrus",True,2014-12-04T14:40:31.000+0000,False,False,005G0000002gy7yIAA,2014-12-04T14:40:19.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905) 276-1177 x494,(647) 296-5500,scott.mcmaster@freedom55financial.com,(905) 276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4137.0
500G000000aC7GzIAK,False,,00005663,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,MRP,Low,Bridgett contacted me to discuss the MRP program for a Dental claim for one of the owners spouse.  I have emailed Bridgett the MRP explanation and claim for.,True,2015-01-08T15:26:16.000+0000,False,False,005G0000002gy7UIAQ,2014-12-05T18:57:09.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,001G000001WxR69IAF,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4136.0
500G000000aC88jIAC,False,,00005664,003G0000018f6YoIAI,001G000000urMtFIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,G. Walker,Low,"Company changed owners a year ago however old owner remained an employee.  New owner now is removed Greg, old owner, as he no longer works the requried number of hours.  No change of company name, legal name is still G. Walker",True,2015-01-08T15:26:56.000+0000,False,False,005G0000002gy7UIAQ,2014-12-05T18:59:43.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902) 825-2390,,,(902) 825-3421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4136.0
500G000000aC8bLIAS,False,,00005665,003G0000018f76zIAA,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,End Client Question,Phone,,Stayner's Wharf,High,"March 13 - ee still not on plan. Did not continue the underwriting process

Jan 8 - employee still not on plan

Dec 9 - Underwriter Bonnie Dowhan advised that Kevin only sent in partial information to her October 8 request.  She has sent a second request to Kevin Brown on December 8.  I spoke with Todd Abbass to advise the same.  Geoff C has been sent an update email.



Todd Abbass is very upset that Kevin Brown is still in medical underwritting.  This file has been open since August.  I have 2 emails in to Underwritting to see what the hold up is.",True,2015-03-12T14:16:15.000+0000,False,False,005G0000002gy7UIAQ,2014-12-05T19:01:41.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)877-6555,902-930-2730,geoff@equisgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4136.0
500G000000aCC5hIAG,False,,00005666,003G0000018f7kDIAQ,001G000000urMzNIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Belma Supply,Medium,Terminated client needs a letter from our Claims Department as proof of coverage for Embrel.  Paula in Claims is drafting a letter and will fax it to me within 5 business days at which time it will be scanned to Joe,True,2015-01-08T15:27:32.000+0000,False,False,005G0000002gy7UIAQ,2014-12-05T19:09:49.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902) 466-1035,(902) 402-4412,joe@foxgrovebenefits.com,(902) 466-1044,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4136.0
500G000000aeEtGIAU,False,,00005667,003G000001sRtymIAC,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Client investing under Sharia rules likes our real estate fund,Medium,"She asked if it can be held inside a  TFSA?   YES
I advised her to sign the Client Disclosure on the unique risk of this fund (risk that withdrawals may be denied if the fund is frozen again)",True,2014-12-12T00:23:04.000+0000,False,False,005G0000002gy7yIAA,2014-12-08T19:19:52.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,,(647) 982-2581,shalma.etwaree@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4133.0
500G000000aeoIjIAI,False,,00005668,003G0000018f6QWIAY,001G000000urMwGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION - 286427 EB CONSULTING Dec 31/14,Medium,"7000 yr
WENT TO SUNLIFE/RATES",True,2014-12-09T17:57:26.000+0000,False,False,005G0000002gy0lIAA,2014-12-09T17:57:10.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4132.0
500G000000aeoNyIAI,False,,00005669,003G0000018f6QWIAY,001G000000urMwGIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION - 276924 T.ROMANIUK DMD O/A ENHANCED DENTAL Dec 31/14,Medium,"RATES,SUNLIFE",True,2014-12-09T17:59:26.000+0000,False,False,005G0000002gy0lIAA,2014-12-09T17:59:14.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4132.0
500G000000afRoyIAE,False,,00005670,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Rebecca Paige,Medium,"Spouse had Orthotics claim sent in October, still not processed.  I spoke direclty with Phillip Summerfield who prescribed the orthotics who will get me the required information and mail it to me.",True,2015-01-08T15:28:34.000+0000,False,False,005G0000002gy7UIAQ,2014-12-10T14:32:31.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,001G000001L9TTqIAN,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4131.0
500G000000afSoBIAU,False,,00005671,003G0000018f6nvIAA,001G000000urMtEIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Munden's Moving,Medium,Tony Munden is upset as he feels everything (admin or claims) is a hassel with GWL.  He doesn't understand why we can't just do things and why it always involve frustation.  Joe's office is fully aware and a lot of the frustration is brought on by Tony and his lack of understanding of our processes.  THis group will most likely move their business at renewal time.,True,2015-01-08T15:29:23.000+0000,False,False,005G0000002gy7UIAQ,2014-12-10T14:56:36.000+0000,005G0000002gy7UIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)678-8883,(902) 830-9016,joe@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7UIAQ,,,,,,,0.0,0.0,0.0,,False,4131.0
500G000000agCX2IAM,False,,00005672,003G0000018f6S1IAI,001G000000urMoqIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 288556 RANKIN ELECTRIC - Sept 1/14,Medium,HO APPROVAL TO BACK DATE TERM. NOT UTILIZING PLAN ENOUGH.,True,2014-12-11T16:07:15.000+0000,False,False,005G0000002gy0lIAA,2014-12-11T16:06:55.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,306-586-0905,,cory.traynor@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4130.0
500G000000agCnpIAE,False,,00005673,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 282741 SOUTHERN PLAINS ENERGY - Dec 15/14,Medium,MOVED TO WESTERN FINANCIAL 25% LESS,True,2014-12-11T16:12:40.000+0000,False,False,005G0000002gy0lIAA,2014-12-11T16:12:26.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4130.0
500G000000agCs1IAE,False,,00005674,003G000001fICyTIAW,001G000000vl52JIAQ,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 282712 D. GEORGE KNIGHT - Dec 15/14,Medium,COMPANY CLOSING,True,2014-12-11T16:13:57.000+0000,False,False,005G0000002gy0lIAA,2014-12-11T16:13:43.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,,(306) 531-6101,bboyko@knightarcher.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4130.0
500G000000agoB8IAI,False,,00005675,003G0000018f6vYIAQ,001G000000urMt7IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Advisor Groupnet Access - Enrollment/Billing on his Inforce groups,Medium,"Spoke with Joerg, and he wants us to set him up on Groupnet so that he may see ALL of his clients in regards to Enrollment & Billing.  Some are already setup, but some aren't.  I requested a list from Erin Peters in HO on his inforce groups with GWL, that way myself/Barb can look on TOCS to see which groups he needs to have setup, and have the form signed by the client.",True,2014-12-12T14:56:15.000+0000,False,False,005G0000002gy3iIAA,2014-12-12T14:56:05.000+0000,005G0000002gy3iIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,,(902) 877-5182,joerg@kanehlfinancial.com,(902) 830-2211,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4129.0
500G000000ah1yyIAA,False,,00005676,003G0000018f7VGIAY,001G000000urMx2IAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Transfer LI out of Opco,Low,,True,2014-12-12T20:35:55.000+0000,False,False,005G0000002heHMIAY,2014-12-12T20:35:45.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(866) 624-0745,(780) 618-8826,rick@silfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4129.0
500G000000ah22vIAA,False,,00005677,003G0000018f7x0IAA,0015o000008Cz0HAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Appropriate owner of LI,Low,All contact through Cindy Reid-Shelton,True,2014-12-12T20:37:36.000+0000,False,False,005G0000002heHMIAY,2014-12-12T20:37:28.000+0000,005G0000002heHMIAY,2024-01-23T16:04:18.000+0000,0055o0000019VX9AAM,2024-01-23T16:04:19.000+0000,(306)359-1999,(306) 533-0110,leander@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4129.0
500G000000ah25QIAQ,False,,00005678,003G0000018f7nFIAQ,0015o000008CyxYAAS,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,In Person,,Estate Planning - Lissoway,Medium,,True,2014-12-12T20:38:52.000+0000,False,False,005G0000002heHMIAY,2014-12-12T20:38:45.000+0000,005G0000002heHMIAY,2024-01-05T16:26:49.000+0000,0055o00000201AoAAI,2024-01-05T16:26:51.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4129.0
500G000000bGiFGIA0,False,,00005679,003G0000018f7zAIAQ,001G000000urMzDIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Carter Ford LLP # 293185,Medium,"Bob submitted new banking for this inforce group as they had done a name change.  He sent it to me on Nov 24, and I had sent it off to HO that same day.  Client called him yesterday wondering if December's payment was done via the new banking info.  Since we missed the EFT cut off for December, the client will have two payments taken out on Jan 1, for both December and January.  Bob is aware of this, and so is his client.  I have let Trudy know that it's okay to take Dec & Jan.",True,2014-12-16T18:28:06.000+0000,False,False,005G0000002gy3iIAA,2014-12-16T18:27:54.000+0000,005G0000002gy3iIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)499-4841,(902) 499-4841,bob.young@fairleadfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4125.0
500G000000bHdkwIAC,False,,00005680,003G0000018f7aBIAQ,001G000000urNB3IAM,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,D.A. Kurt Insurance 237141 (SOLD),Medium,Emailed D0n with a Critical Illness amendment opportunity as well as a drug card opportunity,True,2015-01-16T13:56:24.000+0000,False,False,005G0000002gyAEIAY,2014-12-17T19:28:19.000+0000,005G0000002gyAEIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 579-5440,,don@kurt-ins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4124.0
500G000000bHhuqIAC,False,,00005681,0030A0000029dzlQAA,001G000000vkddyIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,RLB LLP 237185,Medium,Amendment option to add CI to the plan,True,2015-01-06T17:54:28.000+0000,False,False,005G0000002gyAEIAY,2014-12-17T21:15:06.000+0000,005G0000002gyAEIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519)822-8021,,mmitchell@rcami.com,(519)822-4979,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4124.0
500G000000bI4dvIAC,False,,00005682,003G0000018f7b2IAA,001G000000urNB7IAM,,,,,,Selectpac,012G00000012AYUIA2,In Progress,Amendment Discussion,Email,,Brick & Co 268872,Medium,"Sent an Amendment option to Rob to increase the current Critical Illness maximum to 50,000.",False,,False,False,005G0000002gyAEIAY,2014-12-18T14:45:21.000+0000,005G0000002gyAEIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(519) 579-4273,,rdubois@erb-erb.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyAEIAY,,,,,,,0.0,0.0,0.0,,False,4123.0
500G000000bI9hXIAS,False,,00005683,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,"TERMINATION 215028 AM INSPECTION - JAN 1, 2015",Medium,BUSINESS SOLD MOVING TO GWL PLAN 167913,True,2014-12-18T16:44:51.000+0000,False,False,005G0000002gy0lIAA,2014-12-18T16:44:31.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4123.0
500G000000bI9qFIAS,False,,00005684,003G0000018f7pUIAQ,001G000000urN6qIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 258604 SOUTHWEST OIL & GAS - DEC 15/2014,Medium,"POLITICAL, FAMILY FRIEND IN BUSINESS. NEW CARRIER UNKNOWN",True,2014-12-18T16:47:17.000+0000,False,False,005G0000002gy0lIAA,2014-12-18T16:46:54.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 359-2004,(306) 539-0935,jack.brawn@jb-i.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4123.0
500G000000bIp86IAC,False,,00005685,003G000001lFZxUIAW,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,"Potential wealth, needs investment portfolio",Medium,"Advisor has a prospect, who has approximately $1,000 each month for investment for retirement. The advisor needs help to decide which investment portfolio to recommend. Suggested to have the client's risk tolerance level first, and use the right profile fund at the beginning. later, when the client has a relatively large accumulation, we can consider other investment portfolios.",True,2014-12-19T17:21:02.000+0000,False,False,005G0000002gyCuIAI,2014-12-19T17:18:33.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)660-9414X491,(416) 882-3290,eli.sun@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Analysis Document,2.0,0.0,0.0,,False,4122.0
500G000000bIx3rIAC,False,,00005686,003G0000018f7pfIAA,001G000000urN6cIAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION TAGER ENTERPRISES 281173 - DEC 15/14,Medium,BUSINESS CLOSURE,True,2014-12-19T20:07:23.000+0000,False,False,005G0000002gy0lIAA,2014-12-19T20:07:10.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306) 586-3338,(306) 539-6414,jimgwl@accesscomm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4122.0
500G000000bJfrRIAS,False,,00005687,003G0000024MgYAIA0,001G000000urMquIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Phone,,Carlos Nam -- LL Seg Fund,Medium,New advisor needs LL Seg fund info and needs investment proposal for a potential leverage loan client.,True,2014-12-22T04:12:17.000+0000,False,False,005G0000002gyCuIAI,2014-12-22T04:12:01.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,416-291-0451,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000c6EIIAY,,,Marketing Piece;Analysis Document,1.0,0.0,0.0,,False,4120.0
500G000000bJfvsIAC,False,,00005688,003G0000018f7GdIAI,001G000000urMrDIAU,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,End Client Question,In Person,,Jonathan -- end client inquiry,Medium,"Client has a leverage loan investment. She is not satisfied with the performance. Advisor set the meeting. And I met the client. We change the investment portfolio from a two funds combination to a 6 funds aggressive portfolio based on the client's risk tolerance level. The client still kept the nature resource fund, showed the client the year to date return, the nature resource fund is the only one is negative. The client still decided to keep the resource fund. Will do a review in 6 month.",True,2014-12-22T04:25:23.000+0000,False,False,005G0000002gyCuIAI,2014-12-22T04:25:11.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,,,,Analysis Document,1.0,0.0,0.0,,False,4120.0
500G000000bjYlYIAU,False,,00005689,003G000001UQQ35IAH,001G000000urMoWIAU,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,US Estate tax on LI,Low,,True,2014-12-23T06:26:24.000+0000,False,False,005G0000002heHMIAY,2014-12-23T06:26:12.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780)428-8585,,lindsay.fenwick@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4118.0
500G000000bjoIHIAY,False,,00005690,003G0000018f6jLIAQ,001G000000urMtAIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Amendment Discussion,Email,,The Wooden Monkey,Medium,Rebecca sent in forms to add a new Class to this group.  An amendment letter was not completed.  I forwarded an email which included an amendment letter requiring signature. We also require new beneficiary form for one of the employees.  I gave Marie forms for Kevin Murphy as he is not part of the amendment.,True,2015-01-07T16:39:10.000+0000,False,False,005G0000002gyBCIAY,2014-12-23T16:22:36.000+0000,005G0000002gyBCIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)440-2051,(902) 483-3976,greg@performanceplusfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyBCIAY,,,,,,,2.0,0.0,0.0,,False,4118.0
500G000000cPV0cIAG,False,,00005893,003G0000018f71VIAQ,001G000000urMqnIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,401k for $100k tax issues on transfer,Medium,We can't provide specific tax advice on this transfer.  Income tax could result due to w/h tax on transfer + 10% penalty for early withdrawal from 401k and if client doesn't have enough Canadian income tax then the payment to USA may not be fully recovered under the tax credit unless all can be claimed.  He needs to get specific tax advice on this,True,2015-01-05T15:09:27.000+0000,False,False,005G0000002gy7yIAA,2015-01-05T15:08:49.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(855)776-5346,(647) 435-0222,jose@projectfinancial.ca,(855)776-5346,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4105.0
500G000000cPgeZIAS,False,,00005894,003G000001NrTLPIA3,001G000000urMrzIAE,,,,,,DI,012G00000012AYVIA2,Closed - Responded,Product Question,Phone,,Biz owner,Medium,Question sur produits à suggérer au client (Nettoyeur),True,2015-01-05T17:38:28.000+0000,False,False,005G0000004d3EOIAY,2015-01-05T17:38:13.000+0000,005G0000004d3EOIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(514)823-4108,(450) 512-4108,sarah.thibodeau@cabinetsfst.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000004d3EOIAY,,,,,,,0.0,0.0,0.0,,False,4105.0
500G000000cPqRuIAK,False,,00005895,0035o000007WVK9AAO,0015o000008CydCAAS,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,Partial LIRA Transfer,Medium,Quadrus NIGO'd an application for a partial transfer from MB LIRA to a LIF to produce income to match the pension tax credit.,True,2015-01-05T20:43:15.000+0000,False,False,005G0000002gy6dIAA,2015-01-05T20:39:36.000+0000,005G0000002gy6dIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(204)478-8500,(204) 791-8382,pedmond@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy6dIAA,,,,,,,1.0,0.0,0.0,,False,4105.0
500G000000cQORYIA4,False,,00005896,003G0000018f72LIAQ,001G000000urMnzIAE,,,,,,CI,012G00000012AYVIA2,Closed - Responded,Product Question,In Person,,CI CCP,Low,Advisor wanted to know more about the critical condition plus rider.,True,2015-01-06T16:49:50.000+0000,False,False,005G0000002gy5ZIAQ,2015-01-06T16:49:39.000+0000,005G0000002gy5ZIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(604)438-1232,(236) 516-6547,yuenyuen@star8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy5ZIAQ,,,,,,,0.0,0.0,0.0,,False,4104.0
500G000000cQaBBIA0,False,,00005921,003G0000018f71sIAA,001G000000urMqrIAE,,,,,,Mutual Fund,012G00000012AYWIA2,Closed - Responded,Product Question,Email,,Quadrus Series and set up,Medium,,True,2015-01-06T19:43:39.000+0000,False,False,005G0000002gy7yIAA,2015-01-06T19:43:12.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(905)277-1234,(647) 222-1404,trideout@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,Presentation,0.0,0.0,0.0,,False,4104.0
500G000000cQaliIAC,False,,00005922,003G0000018f6aXIAQ,001G000000urMqcIAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Complex Case,In Person,,"Termination and Severance of $200,000",Medium,"Vancouver client and of the $200k about 17k is transferrable to RRSP under Retirement Allowance tax rules.
That makes the rest taxable in year of recipt.

Client only has 5k RRSP room; spouse has another 35k RRSP room.  Bert incorrectly assumed the client's capital could be invested = 40k all as ""spousal RRSP""    WRONG.  He can invest 5k as spousal since this is his limit.  Her limit of 35k can't be used to invest in spousal to lower his taxable income on the severance he is getting.",True,2015-01-06T19:52:51.000+0000,False,False,005G0000002gy7yIAA,2015-01-06T19:51:31.000+0000,005G0000002gy7yIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(289)752-0277,(647) 808-8063,bert.pepito@precisionguidancefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy7yIAA,,,,,,,0.0,0.0,0.0,,False,4104.0
500G000000cROO0IAO,False,,00005948,003G0000018f6hRIAQ,001G000000urMw8IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Phone,,Overhead Door of Nova Scotia 238688,Medium,"Spoke with Justin on the phone, and he said the client is now ready to move forward with some of the amendment options we showed them back in May of last year.  ( add new division, and add several new employees, new class).
I told him that whenever they are ready to proceed that Marie can coordinate with the client so that things run smoothly.",True,2015-01-07T18:31:14.000+0000,False,False,005G0000002gy3iIAA,2015-01-07T18:31:01.000+0000,005G0000002gy3iIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy3iIAA,,,,,,,0.0,0.0,0.0,,False,4103.0
500G000000cRth5IAC,False,,00005961,0030A0000029YwbQAE,001G000000wjNr9IAE,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Renewal Negotiation,In Person,,Renewal Negotiation,Medium,negotiate renewal,True,2015-04-20T13:10:13.000+0000,False,False,005G0000002gyCdIAI,2015-01-08T15:39:08.000+0000,005G0000002gyC5IAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(705)674-4551,(705) 499-1243,mark.webster@ig.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,4102.0
500G000000cRtqWIAS,False,,00005962,003G0000018f7kCIAQ,001G000000urMzqIAE,,,,,,Annuity,012G00000012AYWIA2,Closed - Responded,Complex Case,Phone,,"$180,000 Annuity purchase - Mike Fader",High,"For existing client (new money coming in from Scotiabank GIC's maturing on Jan 22nd).  Client name:  Mike Fader.   Annuity quote provided on Dec 31st for $151,000 but amount will be greater now so fresh quote closer to Jan 22.
Annuity purchased.  closed.",True,2015-12-15T15:19:19.000+0000,False,False,005G0000002gy8XIAQ,2015-01-08T15:42:44.000+0000,005G0000002gy8XIAQ,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(902) 446-3900,(902) 880-1044,daviddraper@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gy8XIAQ,,,701G0000000ar0HIAQ,,,Quotation,2.0,0.0,0.0,,False,4102.0
500G000000cSYvGIAW,False,,00005963,0030A0000029cXDQAY,001G000000vl4opIAA,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,TERMINATION 219756 BROTHER'S AND TYLER,Medium,"NEW PARTNER, TRANSFERING TO THEIR EXISITING GWL PLAN 160222 & 160223",True,2015-01-09T16:11:01.000+0000,False,False,005G0000002gy0lIAA,2015-01-09T16:07:27.000+0000,005G0000002gy0lIAA,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(306)596-0244,(306) 596-0244,peyson.ins@gmail.com,(306)522-3300,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,005G0000002gy0lIAA,,,,,,,0.0,0.0,0.0,,False,4101.0
500G000000cSZKkIAO,False,,00005964,003G0000018f6WGIAY,001G000000urMvCIAU,,,,,,Selectpac,012G00000012AYUIA2,Closed - Responded,Service Request,Email,,Action Refrigeration & Electrical- Back date EE term,Medium,"Marlene received request from client in April to term EE from their pension eff Apr 30th as they were longer with comany, did not receive direct request to term from group plan, but admits it's her fault as she should've have known that would be client intention.

Marlene made me aware of situation on Jan 6th and requested we get exception to back term to April 30th

I went to HO on Jan 9th to request

Jan 14th HO approved",True,2015-01-20T14:18:41.000+0000,False,False,005G0000002gyCdIAI,2015-01-09T16:16:41.000+0000,005G0000002gyCdIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(705)360-5555,(705) 365-8127,danielle.genier@genierfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCdIAI,,,,,,,0.0,0.0,0.0,,False,4101.0
500G000000cSfNuIAK,False,,00005965,003G0000018f7CkIAI,001G000000urMr2IAE,,,,,,Segregated Fund,012G00000012AYWIA2,Closed - Responded,Product Question,In Person,,Insurance premium from Freedom fund inveatment,Medium,"The advisor is going to meet an existing life insurance client, and will try to convince the client to invest in LL in freedom fund, and using the internal transfer to pay for the insurance premium. But the advisor is not sure how to set this up and which portfolio to use. 
I give the advisor the investment portfolio recommendation. and helped the advisor by sending Bonnie, our ASR for freedom fund an e-mail to inquiry about the way to set it up. The suggestion from Bonnie is to set it up as a redemption plan for freedom fund, (more than $10,000), and it can be transferred internally and automatically every year to fund the insurance policy.",True,2015-01-09T18:35:18.000+0000,False,False,005G0000002gyCuIAI,2015-01-09T18:34:58.000+0000,005G0000002gyCuIAI,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(416)576-2886,(416) 576-2886,sherryli@urtrustfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyCuIAI,,,701G0000000ar0vIAA,,,,1.0,0.0,0.0,,False,4101.0
500G000000cSfUWIA0,False,,00005966,003G0000018f7nEIAQ,001G000000urMwxIAE,,,,,,Life,012G00000012AYVIA2,Closed - Responded,End Client Question,Email,,Intercorporate transfer of LI,Low,,True,2015-01-09T18:37:24.000+0000,False,False,005G0000002heHMIAY,2015-01-09T18:37:10.000+0000,005G0000002heHMIAY,2023-12-15T04:32:22.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:22.000+0000,(780) 532-9510,(780) 831-8455,mike@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002heHMIAY,,,,,,,0.0,0.0,0.0,,False,4101.0
500OH000001I2xHYAS,False,,08103577,003G0000018f7GdIAI,0015o000008CywWAAS,,,,,,Life,012G00000012AYVIA2,In Progress,Product Question,In Person,,IFA discussion,High,Met with end client with advisor to discuss IFA exit strategies and tax deduction.,False,,False,False,0055o000002A9p2AAC,2023-08-22T16:44:39.000+0000,0055o000002A9p2AAC,2023-12-15T04:32:19.000+0000,0050A000001ckRTQAY,2023-12-15T04:32:19.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,0055o000002A9p2AAC,,,,,,,0.0,0.0,0.0,,False,954.0
500OH000002RvsKYAS,False,,08482970,0031600002ZWM8mAAH,0010A000002wOGPQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2023-09-15T18:08:55.000+0000,False,False,0055o000002774iAAA,2023-09-15T18:08:55.000+0000,0055o000002774iAAA,2023-09-15T18:08:56.000+0000,0055o000002774iAAA,2023-09-15T18:08:56.000+0000,(514) 935-3520,,imran.mastan@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002774iAAA,,,,,,,0.0,0.0,0.0,,False,930.0
500OH000002zFSSYA2,False,,08652899,0030A0000029XgRQAU,0010A000002vxDHQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2023-09-26T18:42:38.000+0000,False,False,0055o000001gbU9AAI,2023-09-26T18:42:38.000+0000,0055o000001gbU9AAI,2023-09-26T18:42:39.000+0000,0055o000001gbU9AAI,2023-09-26T18:42:39.000+0000,(866)382-8352,,candice.dziedziejko@nbpcd.com,(519)747-2236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001gbU9AAI,,,,,,,0.0,0.0,0.0,,False,919.0
500OH000004blKKYAY,False,,09198305,0030A000004FxvwQAC,0010A00000BfJhBQAV,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,;,True,2023-10-30T16:32:41.000+0000,False,False,0055o000002AuSzAAK,2023-10-30T16:32:41.000+0000,0055o000002AuSzAAK,2023-10-30T16:32:41.000+0000,0055o000002AuSzAAK,2023-10-30T16:32:41.000+0000,(403)968-8443,,pamela@savanti.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002AuSzAAK,,,,,,,0.0,0.0,0.0,,False,885.0
500OH000005pniAYAQ,False,,09581296,0030A00000BIj52QAD,0010A00000BsP3QQAV,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,Phone,,new $ opp,Medium,"~500,000 new opportunity. Transfer mostly from TD asset management. 
4% money market promotion net of fees until april 24,2024",False,,False,False,0055o000002A952AAC,2023-11-23T18:06:29.000+0000,0055o000002A952AAC,2023-12-15T04:46:23.000+0000,0050A000001ckRTQAY,2023-12-15T04:46:23.000+0000,(705)345-2875,,kevin@wlth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002A952AAC,,,,,,,0.0,0.0,0.0,,False,861.0
500OH000005prnOYAQ,False,,09581259,0030A0000029e0gQAA,0010A000002vuQRQAY,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,Product Question,Medium,"~500,000 
money market 4% promotion until april 24,2024. fidelity and mackenzie for global exposure.",False,,False,False,0055o000002A952AAC,2023-11-23T18:05:25.000+0000,0055o000002A952AAC,2023-12-15T04:46:23.000+0000,0050A000001ckRTQAY,2023-12-15T04:46:23.000+0000,(905)822-4488,(905) 829-6317,don.levy@manulifesecurities.ca,(905)822-4499,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002A952AAC,,,,,,,0.0,0.0,0.0,,False,861.0
500OH000005uzh4YAA,False,,09610707,0030A0000029kLMQAY,0010A000002vtlyQAA,,,,,,Segregated Fund,012G00000012AYWIA2,More Information Required,Complex Case,In Person,,HNW Prospect $20MM,High,"Client has aprrox: $20MM sitting in cash at ATB after sale of business.
Brad reached out to discuss how we tackle. 
Setting up a meeting with our support team to prep him for a discovery meeting he has booked on December 1.
After that, the prospect wants to meet week of December 4 in person and Brad would like me there in person to support.",False,,False,False,0055o000002FBjHAAW,2023-11-25T05:44:34.000+0000,0055o000002FBjHAAW,2023-12-15T04:46:52.000+0000,0050A000001ckRTQAY,2023-12-15T04:46:52.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002FBjHAAW,,,,,,,2.0,0.0,0.0,,False,860.0
500OH000006FFBOYA4,False,,09714126,0030A0000029giPQAQ,0010A000009N5eYQAS,,,,,,Segregated Fund,012G00000012AYWIA2,In Progress,Product Question,In Person,,new 1.5mm opp,Medium,advisors client has questrade accounts. bring in kelvin wong from pwc.,False,,False,False,0055o000002A952AAC,2023-12-01T21:56:39.000+0000,0055o000002A952AAC,2023-12-15T04:47:34.000+0000,0050A000001ckRTQAY,2023-12-15T04:47:34.000+0000,(905)461-3831,(647) 302-0151,michael@mjhfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002A952AAC,,,,,,,0.0,0.0,0.0,,False,853.0
500OH000006hQwgYAE,False,,09832206,0030A0000029nZ5QAI,0010A000002wAPeQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Other - Plan Member,Medium,;,True,2023-12-11T16:17:28.000+0000,False,False,0050A000000IUpwQAG,2023-12-11T16:17:28.000+0000,0050A000000IUpwQAG,2023-12-11T16:17:29.000+0000,0050A000000IUpwQAG,2023-12-11T16:17:29.000+0000,(902)463-0536,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000IUpwQAG,,,,,,,0.0,0.0,0.0,,False,843.0
500OH000006sXYOYA2,False,,09897093,0030A0000029jxqQAA,0010A000002w7NUQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Other - Plan Member,Medium,,True,2023-12-14T17:21:51.000+0000,False,False,0055o000001rM3rAAE,2023-12-14T17:21:51.000+0000,0055o000001rM3rAAE,2023-12-14T17:21:52.000+0000,0055o000001rM3rAAE,2023-12-14T17:21:52.000+0000,(250)305-1030,,cariboo.service@ipcc.org,(888)864-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001rM3rAAE,,,,,,,0.0,0.0,0.0,,False,840.0
500OH000006smSRYAY,False,,09897034,0030A0000029jxqQAA,0010A000002w7NUQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Other - Plan Member,Medium,,True,2023-12-14T17:20:16.000+0000,False,False,0055o000001rM3rAAE,2023-12-14T17:20:16.000+0000,0055o000001rM3rAAE,2023-12-14T17:20:16.000+0000,0055o000001rM3rAAE,2023-12-14T17:20:16.000+0000,(250)305-1030,,cariboo.service@ipcc.org,(888)864-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001rM3rAAE,,,,,,,0.0,0.0,0.0,,False,840.0
500OH000006tNv2YAE,False,,09902139,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH000003mVHYYA2,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,,012OH00000000WHYAY,Closed,Field Required,Email,,FW: Call Centre - Rep Action - Policy #:  B337420-9 / RO #: 500,Medium,"Christie Purchase (she/her)
Operations Support Coordinator
Financial Solutions Centre
Attention: RO 500
255 Dufferin Avenue
London, Ontario N6A 4K1
Christie.Purchase@canadalife.com<mailto:Christie.Purchase@canadalife.com> | Toll Free: 1-(888)-999-5374

Visit:     Quadrus Investment Services<http://www.quadrusinvestmentservices.com/>
E-mail:  FinancialSolutionsCentre@canadalife.com<mailto:FinancialSolutionsCentre@canadalife.com>
             Centredesolutionsfinancieres@canadavie.com<mailto:Centredesolutionsfinancieres@canadavie.com>



Visit canadalife.com<https://www.canadalife.com/>     Follow us on Facebook<https://www.facebook.com/CanadaLifeCo/> | Twitter<https://twitter.com/canadalifeco> | LinkedIn<https://ca.linkedin.com/company/canada-life> | YouTube<https://www.youtube.com/user/canadalifeca> | Instagram<https://www.instagram.com/canadalifeco/>
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.


_____________________________________________
From: LL INS - Call Centre <LLINSCallCentre@canadalife.com>
Sent: December 14, 2023 2:34 PM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: Call Centre - Rep Action - Policy #: B337420-9 / RO #: 500


Please handle accordingly.  No response to Call Centre is required.
***********************************************************************************
Advisor name: FINANCIAL SOLUTIONS CNTR
Owner: MRS VALERIE BARTER
Caller: MRS VALERIE BARTER
Policy number: B337420-9
Caller's language of preference: English
Caller's home phone: 705-827-0099
Caller's work phone:
***********************************************************************************
Notes:

Hello,

The term policy will be coming up for renewal in March 2024.  The client would like to be contacted by an advisor in order to discuss options for either converting or replacing the existing policy.  Please call her at 705-827-0099 to discuss.

Thank you,



LL65869
Client Service Representative
Client Service Centre, Individual Wealth and Insurance Solutions
Canada Life Assurance Company

This email is being sent from a general delivery mailbox. Replies are not monitored. To Reach our Client Service Centre, please call 1-888-252-1847.

Looking for quick access to info about your investments, savings and insurance products?
Register<https://www.canadalife.com/myinsurance> for My Canada LifeTM today to find everything in one convenient place!]





Visit canadalife.com<https://www.canadalife.com/>     Follow us on Facebook<https://www.facebook.com/CanadaLifeCo/> | Twitter<https://twitter.com/canadalifeco> | LinkedIn<https://ca.linkedin.com/company/canada-life> | YouTube<https://www.youtube.com/user/canadalifeca> | Instagram<https://www.instagram.com/canadalifeco/>
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2024-01-10T17:29:09.000+0000,False,False,0055o000001rQpkAAE,2023-12-14T19:38:57.000+0000,0050A000000HoslQAC,2024-01-10T17:31:20.000+0000,0055o000001rQpkAAE,2024-01-10T17:31:20.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001rQpkAAE,,,,,,,1.0,0.0,0.0,,False,840.0
500OH000006tVNtYAM,False,,09902252,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH000003mPFOYA2,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,,012OH00000000WHYAY,Closed,Field Required,Email,,FW: Account information,Medium,"Christie Purchase (she/her)
Operations Support Coordinator
Financial Solutions Centre
Attention: RO 500
255 Dufferin Avenue
London, Ontario N6A 4K1
Christie.Purchase@canadalife.com<mailto:Christie.Purchase@canadalife.com> | Toll Free: 1-(888)-999-5374

Visit:     Quadrus Investment Services<http://www.quadrusinvestmentservices.com/>
E-mail:  FinancialSolutionsCentre@canadalife.com<mailto:FinancialSolutionsCentre@canadalife.com>
             Centredesolutionsfinancieres@canadavie.com<mailto:Centredesolutionsfinancieres@canadavie.com>

[cid:image001.jpg@01DA2E9B.BD1C7BA0]

Visit canadalife.com<https://www.canadalife.com/>     Follow us on Facebook<https://www.facebook.com/CanadaLifeCo/> | Twitter<https://twitter.com/canadalifeco> | LinkedIn<https://ca.linkedin.com/company/canada-life> | YouTube<https://www.youtube.com/user/canadalifeca> | Instagram<https://www.instagram.com/canadalifeco/>
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Tristan Martin <ttrmartin@outlook.com>
Sent: December 14, 2023 11:35 AM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: [EXT] Account information

Hello, I am looking for the account balance of my account. My name is Tristan martin Get Outlook for Android ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍

Hello,

I am looking for the account balance of my account.

My name is Tristan martin

Get Outlook for Android<https://urldefense.com/v3/__https:/aka.ms/AAb9ysg__;!!HMCOyEk!aSPVQ1gRRD9rontw4fB_h-vCeP3vZJm7mSLtZ3xKhb51uSRE1yhmksE6pN6E6xbC50tuL549mOyTbM9v0rJMjAshMyDEl2eYvA$>",True,2024-01-10T17:29:17.000+0000,False,False,0055o000001rQpkAAE,2023-12-14T19:42:27.000+0000,0050A000000HoslQAC,2024-01-10T17:31:28.000+0000,0055o000001rQpkAAE,2024-01-10T17:31:28.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001rQpkAAE,,,,,,,1.0,0.0,0.0,,False,840.0
500OH000007xhsyYAA,False,,10184152,0035o000005i3QoAAI,0015o000006GpMxAAK,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2024-01-08T17:04:11.000+0000,False,False,005OH000001E9vsYAC,2024-01-08T17:04:11.000+0000,005OH000001E9vsYAC,2024-01-08T17:04:12.000+0000,005OH000001E9vsYAC,2024-01-08T17:04:12.000+0000,(819)790-9904,,francis.guilmettefinances@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001E9vsYAC,,,,,,,0.0,0.0,0.0,,False,815.0
500OH0000085L5iYAE,False,,10231349,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH000004hsitYAA,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,,012OH00000000WHYAY,Closed,Field Required,Email,,FW: [EXT] Changing my banking information,Medium,"From: Robert Scozzari <robert.scozzari@gmail.com>
Sent: January 10, 2024 10:49 AM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: [EXT] Changing my banking information

Hello, I'd like to change my banking information for the auto withdraws for my accounts. Account Numbers 7001774-7 Please get in touch via email or telephone 905 865 0033 Thank you --- Robert Scozzari ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍

Hello, I'd like to change my banking information for the auto withdraws for my accounts.

Account Numbers
7001774-7

Please get in touch via email or telephone
905 865 0033

Thank you

---
Robert Scozzari",True,2024-01-10T17:59:44.000+0000,False,False,0055o000001rQpkAAE,2024-01-10T17:38:21.000+0000,0050A000000HoslQAC,2024-01-11T06:38:19.000+0000,0050A000001TA3IQAW,2024-01-11T06:38:19.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001rQpkAAE,,,,,,,1.0,0.0,0.0,,False,813.0
500OH000008MbSaYAK,False,,10316545,0030A0000029q2LQAQ,0010A000002wCMjQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,;,True,2024-01-16T13:56:52.000+0000,False,False,005OH000001E9vkYAC,2024-01-16T13:56:52.000+0000,005OH000001E9vkYAC,2024-01-16T13:56:52.000+0000,005OH000001E9vkYAC,2024-01-16T13:56:52.000+0000,(709)753-4300,,,(709)754-0198,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001E9vkYAC,,,,,,,0.0,0.0,0.0,,False,807.0
500OH000008MhRVYA0,False,,10316546,0030A0000029q2LQAQ,0010A000002wCMjQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,;,True,2024-01-16T13:56:52.000+0000,False,False,005OH000001E9vkYAC,2024-01-16T13:56:52.000+0000,005OH000001E9vkYAC,2024-01-16T13:56:52.000+0000,005OH000001E9vkYAC,2024-01-16T13:56:52.000+0000,(709)753-4300,,,(709)754-0198,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001E9vkYAC,,,,,,,0.0,0.0,0.0,,False,807.0
500OH000008QFWgYAO,False,,10340073,0030A0000029iz9QAA,0010A000002w6ZdQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Client Requests  - Plan Member,Medium,transferred to ihu,True,2024-01-17T14:45:43.000+0000,False,False,0055o000001s3bsAAA,2024-01-17T14:45:43.000+0000,0055o000001s3bsAAA,2024-01-17T14:45:43.000+0000,0055o000001s3bsAAA,2024-01-17T14:45:43.000+0000,(604)438-3699,,richardchen@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001s3bsAAA,,,,,,,0.0,0.0,0.0,,False,806.0
500OH000008n5I9YAI,False,,10473320,0030A000001XizHQAS,0010A000002wNHUQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Plan Member,Medium,,True,2024-01-24T22:44:18.000+0000,False,False,0055o000001yccaAAA,2024-01-24T22:44:18.000+0000,0055o000001yccaAAA,2024-01-24T22:44:18.000+0000,0055o000001yccaAAA,2024-01-24T22:44:18.000+0000,416-291-0451,,benjamin.brobbey@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,799.0
500OH000008oqtPYAQ,False,,10481209,0030A0000029ndpQAA,0010A000002wATpQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2024-01-25T16:08:03.000+0000,False,False,0055o000001yccaAAA,2024-01-25T16:08:03.000+0000,0055o000001yccaAAA,2024-01-25T16:09:11.000+0000,0055o000001yccaAAA,2024-01-25T16:09:11.000+0000,(587)743-1471,,ccross@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,798.0
500OH000008oyfVYAQ,False,,10479655,0030A0000029oezQAA,0010A000002wBGxQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Other - Plan Member,Medium,,True,2024-01-25T15:24:08.000+0000,False,False,0055o000001yccaAAA,2024-01-25T15:24:08.000+0000,0055o000001yccaAAA,2024-01-25T15:24:08.000+0000,0055o000001yccaAAA,2024-01-25T15:24:08.000+0000,(604)438-3332,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,798.0
500OH000009FrlIYAS,False,,10635287,0035o000006vHP7AAM,0010A0000088Q4JQAU,02sOH000005jDccYAE,,noreply@canadalife.com,,,,012OH00000000WHYAY,Closed,Voicemail/callback,Email,,Proofpoint Encryption Password Reset,High,"The mail originator mentions that the Link expired. Please reach out and/or re-send the link to the originator. 
[Unable to locate in WS/IC. Note sure if this is a Lead?)

This is the URL to reset your password.  Please click the following link to reset your password to read a secure message: https://encrypted.canadalife.com/securereader/activate?token=dgQ2mmjITLfhbSiyXOsDHu4241wo&brand=2c024622f027877e11&reset=true.  Note: This URL will only work once and will expire in 30 minutes.",True,2024-02-08T14:24:59.000+0000,False,False,005OH0000003D8nYAE,2024-02-02T21:23:08.000+0000,0050A000000HoslQAC,2024-02-08T14:24:59.000+0000,005OH0000003D8nYAE,2024-02-08T14:24:59.000+0000,(438) 333-8741,,noreply@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000003D8nYAE,,,,,,,1.0,0.0,0.0,,False,790.0
500OH000009WmkJYAS,False,,10728679,0030A0000029ayDQAQ,0010A000002w01AQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Other - Plan Member,Medium,;,True,2024-02-08T20:30:49.000+0000,False,False,0055o000001yccaAAA,2024-02-08T20:30:49.000+0000,0055o000001yccaAAA,2024-02-08T20:30:49.000+0000,0055o000001yccaAAA,2024-02-08T20:30:49.000+0000,(403)216-1181,,,(416)313-5490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,784.0
500OH000009gRUtYAM,False,,10776761,0030A0000029pNYQAY,0010A000002wBqeQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Coverage  - Plan Member,Medium,,True,2024-02-12T20:20:12.000+0000,False,False,0055o000001yccaAAA,2024-02-12T20:20:12.000+0000,0055o000001yccaAAA,2024-02-12T20:20:12.000+0000,0055o000001yccaAAA,2024-02-12T20:20:12.000+0000,(514)733-1796,,chloe.vaillant@groupeinvestors.com,(514)733-1899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,780.0
500OH000009lk5RYAQ,False,,10807297,003G000001C3YsdIAF,0010A000002wRGBQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2024-02-14T14:36:30.000+0000,False,False,005OH000001E9vwYAC,2024-02-14T14:36:30.000+0000,005OH000001E9vwYAC,2024-02-14T14:36:31.000+0000,005OH000001E9vwYAC,2024-02-14T14:36:31.000+0000,,,bill.steele@investorsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001E9vwYAC,,,,,,,0.0,0.0,0.0,,False,778.0
500OH00000A15hTYAR,False,,10888882,0030A0000029pk9QAA,0010A000002wC7lQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Coverage  - Plan Member,Medium,;,True,2024-02-20T18:16:03.000+0000,False,False,0055o000001yccaAAA,2024-02-20T18:16:03.000+0000,0055o000001yccaAAA,2024-02-20T18:16:03.000+0000,0055o000001yccaAAA,2024-02-20T18:16:03.000+0000,(306)757-1222,,,(306)757-1096,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,772.0
500OH00000APWIIYA5,False,,11039436,0030A0000029fA3QAI,0010A000002w3ODQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2024-02-28T18:56:05.000+0000,False,False,0055o000001yccaAAA,2024-02-28T18:56:05.000+0000,0055o000001yccaAAA,2024-02-28T18:56:05.000+0000,0055o000001yccaAAA,2024-02-28T18:56:05.000+0000,(204)489-4640,,,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,764.0
500OH00000APX7yYAH,False,,11040333,0030A0000029blPQAQ,0010A000002w0caQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Plan Member,Medium,,True,2024-02-28T19:17:17.000+0000,False,False,0055o000001yccaAAA,2024-02-28T19:17:17.000+0000,0055o000001yccaAAA,2024-02-28T19:17:17.000+0000,0055o000001yccaAAA,2024-02-28T19:17:17.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,764.0
500OH00000APh2VYAT,False,,11040653,0030A0000029blPQAQ,0010A000002w0caQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,IHU - Plan Member,Medium,,True,2024-02-28T19:24:07.000+0000,False,False,0055o000001yccaAAA,2024-02-28T19:24:07.000+0000,0055o000001yccaAAA,2024-02-28T19:24:07.000+0000,0055o000001yccaAAA,2024-02-28T19:24:07.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,764.0
500OH00000APhlbYAD,False,,11039407,0030A0000029fA3QAI,0010A000002w3ODQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2024-02-28T18:55:27.000+0000,False,False,0055o000001yccaAAA,2024-02-28T18:55:27.000+0000,0055o000001yccaAAA,2024-02-28T18:55:27.000+0000,0055o000001yccaAAA,2024-02-28T18:55:27.000+0000,(204)489-4640,,,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,764.0
500OH00000APo8jYAD,False,,11039386,0030A0000029b0WQAQ,0010A000002wRBVQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Plan Member,Medium,;,True,2024-02-28T18:54:50.000+0000,False,False,005OH000002V3RwYAK,2024-02-28T18:54:50.000+0000,005OH000002V3RwYAK,2024-02-28T18:54:50.000+0000,005OH000002V3RwYAK,2024-02-28T18:54:50.000+0000,(250)317-6613,,greg.jones@ig.ca,(250)868-9332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002V3RwYAK,,,,,,,0.0,0.0,0.0,,False,764.0
500OH00000ASE2HYAX,False,,11052284,0030A0000029frpQAA,0010A000002w3weQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Coverage  - Plan Member,Medium,,True,2024-02-29T14:03:08.000+0000,False,False,0055o000001yccaAAA,2024-02-29T14:03:08.000+0000,0055o000001yccaAAA,2024-02-29T14:03:08.000+0000,0055o000001yccaAAA,2024-02-29T14:03:08.000+0000,(780)970-5389,,wade.kozak@cibc.ca,(780)429-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,763.0
500OH00000AcLNRYA3,False,,11097727,0035o000007X1azAAC,0015o000008DXdPAAW,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2024-03-04T13:33:49.000+0000,False,False,0055o000002AuSzAAK,2024-03-04T13:33:49.000+0000,0055o000002AuSzAAK,2024-03-04T13:33:50.000+0000,0055o000002AuSzAAK,2024-03-04T13:33:50.000+0000,(403)284-0494,,kris.lee@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002AuSzAAK,,,,,,,0.0,0.0,0.0,,False,759.0
500OH00000B5afdYAB,False,,11277397,0030A0000029fiRQAQ,0010A000002w3pbQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,IHU - Eligibility  - Plan Member,Medium,,True,2024-03-13T16:28:42.000+0000,False,False,0055o000001yccaAAA,2024-03-13T16:28:42.000+0000,0055o000001yccaAAA,2024-03-13T16:28:42.000+0000,0055o000001yccaAAA,2024-03-13T16:28:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,750.0
500OH00000BJW7VYAX,False,,11359972,0030A0000029dqZQAQ,0010A000002vtn2QAA,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Corporate case Mr & Mrs Newman,Medium,"MNS82 FNS61 seeking for minimum cost for permanent life insurance to take care $30M tax liability. Client work with PWC & lawyer. Advisor said different advisors are competiting using UL level and T100
Special illustration for UL JLTD level COI and single life in FNS61 using AI to age 85 SGA 3.5% solve for payment to age 85 level keep in force. This generates lower premium as well as higher CDA
Advisor also want us to show using WAP pay to 100. I’ve provided using ECO lifetime guaranteed as dividend option to lower the cost 
Advisor mentioned about UL price matching
We’ll look into that when meeting with client and decided to go for UL level COI",False,,False,False,00516000007QT2IAAW,2024-03-18T18:39:39.000+0000,00516000007QT2IAAW,2024-03-18T18:39:39.000+0000,00516000007QT2IAAW,2024-03-18T18:39:39.000+0000,(778)893-8892,(778) 893-8892,xiaomei73@gmail.com,,,,,,,,,,,,Other,,,0.0,,,0.0,False,,,,,,00516000007QT2IAAW,,,,,,Marketing Piece;Analysis Document;Concept,0.0,0.0,0.0,,False,745.0
500OH00000Bga7CYAR,False,,11490408,,0010A000002wAWfQAM,,,,,,,0125o0000004MjyAAE,Closed,,Email,,Life conversion,Medium,"George wanted to have a quote for participating for life insurance for 25k,50,75,100k for himself and his wife. he knows there's no medical questionnaire and this is why he wants the life insurnace conversion",True,2025-06-17T14:18:49.000+0000,False,False,0055o000001uacDAAQ,2024-03-26T13:31:43.000+0000,0055o000001uacDAAQ,2025-06-17T14:18:49.000+0000,0055o000001vyG5AAI,2025-06-17T14:18:49.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001uacDAAQ,,,,,,,0.0,0.0,0.0,,False,737.0
500OH00000BgvJjYAJ,False,,11493278,0035o000006JbDeAAK,0015o000006ogwgAAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,"Submit a webform for claim summary for plan 179558-E000000161. Member would like it mail to
maxlebas19@hotmail.fr",True,2024-03-26T14:59:07.000+0000,False,False,005OH000000VEwSYAW,2024-03-26T14:59:07.000+0000,005OH000000VEwSYAW,2024-03-26T14:59:08.000+0000,005OH000000VEwSYAW,2024-03-26T14:59:08.000+0000,(514)867-3115,,maxlebas19@hotmail.fr,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000VEwSYAW,,,,,,,0.0,0.0,0.0,,False,737.0
500OH00000BhxxmYAB,False,,11503819,0030A0000029kBZQAY,0010A000002wRWlQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,IHU - Plan Member,Medium,,True,2024-03-26T19:15:26.000+0000,False,False,0055o000001yccaAAA,2024-03-26T19:15:26.000+0000,0055o000001yccaAAA,2024-03-26T19:15:26.000+0000,0055o000001yccaAAA,2024-03-26T19:15:26.000+0000,(416)733-4722,,,(416)733-7741,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,737.0
500OH00000BvZZ2YAN,False,,11561765,0030A0000029afZQAQ,0010A000002vzkwQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Coverage  - Plan Member,Medium,,True,2024-04-01T13:53:37.000+0000,False,False,0055o000001yccaAAA,2024-04-01T13:53:37.000+0000,0055o000001yccaAAA,2024-04-01T13:53:37.000+0000,0055o000001yccaAAA,2024-04-01T13:53:37.000+0000,(250)378-2723,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,731.0
500OH00000C07vRYAR,False,,11591621,0030A0000029a0VQAQ,0010A000002vzEaQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental - Claim Information  - Plan Member,Medium,,True,2024-04-02T18:57:11.000+0000,False,False,0055o000001yccaAAA,2024-04-02T18:57:11.000+0000,0055o000001yccaAAA,2024-04-02T18:57:11.000+0000,0055o000001yccaAAA,2024-06-19T03:03:49.000+0000,(204)946-9878,,jason.braun@cibc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,730.0
500OH00000C5o0UYAR,False,,11626100,0031600002U5hgXAAR,0010A000002wO3CQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2024-04-04T13:23:40.000+0000,False,False,005OH000001E9voYAC,2024-04-04T13:23:40.000+0000,005OH000001E9voYAC,2024-04-04T13:23:40.000+0000,005OH000001E9voYAC,2024-04-04T13:23:40.000+0000,(416)939-1499,,kevin@humi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001E9voYAC,,,,,,,0.0,0.0,0.0,,False,728.0
500OH00000CAJAXYA5,False,,11656979,0035o0000038QWTAA2,0015o000003n58gAAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Plan Member,Medium,,True,2024-04-05T16:57:12.000+0000,False,False,0055o000002774kAAA,2024-04-05T16:57:12.000+0000,0055o000002774kAAA,2024-04-05T16:57:12.000+0000,0055o000002774kAAA,2024-04-05T16:57:12.000+0000,(450)365-9595,,derick.durand@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002774kAAA,,,,,,,0.0,0.0,0.0,,False,727.0
500OH00000CiuSeYAJ,False,,11873857,003G0000018f6cBIAQ,0010A000002wOZTQA2,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Helped advisor providing information about guaranteed plans- the premium change, emergency travel medical information, policy upgradation",True,2024-04-17T20:22:34.000+0000,False,False,005OH000000n5crYAA,2024-04-17T20:22:34.000+0000,005OH000000n5crYAA,2024-04-17T20:22:34.000+0000,005OH000000n5crYAA,2024-04-17T20:22:34.000+0000,(416)291-0451,,brian.hammond@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000n5crYAA,,,,,,,0.0,0.0,0.0,,False,715.0
500OH00000CvK6SYAV,False,,11940409,0030A00000CSZFpQAP,0010A00000D3XDSQA3,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Other - Plan Member,Medium,no active benefits,True,2024-04-22T16:01:32.000+0000,False,False,005OH000000CzPbYAK,2024-04-22T16:01:32.000+0000,005OH000000CzPbYAK,2024-04-22T16:01:32.000+0000,005OH000000CzPbYAK,2024-04-22T16:01:32.000+0000,(204)489-1012,,angela.foderaro@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000CzPbYAK,,,,,,,0.0,0.0,0.0,,False,710.0
500OH00000Df43OYAR,False,,12208329,0030A0000029YbfQAE,0010A000002vxzjQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Other - Plan Member,Medium,,True,2024-05-07T19:20:48.000+0000,False,False,005OH000002V3S1YAK,2024-05-07T19:20:48.000+0000,005OH000002V3S1YAK,2024-05-07T19:20:48.000+0000,005OH000002V3S1YAK,2024-05-07T19:20:48.000+0000,(450)508-2174,514-690-2168,ariane.despres@iggpp.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002V3S1YAK,,,,,,,0.0,0.0,0.0,,False,695.0
500OH00000DgkrmYAB,False,,12216475,0030A00000A2BQLQA3,0010A00000Ab19IQAR,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Other - Plan Member,Medium,,True,2024-05-08T12:48:20.000+0000,False,False,0055o0000022A2tAAE,2024-05-08T12:48:20.000+0000,0055o0000022A2tAAE,2024-05-08T12:48:20.000+0000,0055o0000022A2tAAE,2024-05-08T12:48:20.000+0000,(519)577-9702,,luke.b.snider@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000022A2tAAE,,,,,,,0.0,0.0,0.0,,False,694.0
500OH00000E1VUpYAN,False,,12334844,0030A000007SkKLQA0,0010A000008k89bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,This is a DEMO CASE for TESTING purpose,True,2024-05-15T17:35:31.000+0000,False,False,005OH000003qSePYAU,2024-05-15T17:31:06.000+0000,005OH000003qSePYAU,2025-12-31T14:11:54.000+0000,00516000006m9T8AAI,2025-12-31T14:11:54.000+0000,(780)669-6632,,lfriedrich@lloydsadd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003qSePYAU,,,,,,,3.0,0.0,0.0,,False,687.0
500OH00000E1ZRtYAN,False,,12333888,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH000009pNAKYA2,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,Annuity,012OH00000000WHYAY,Closed,Field Required,Email,,CP - TEST E-MAIL,Medium,TEST,True,2024-05-15T17:51:17.000+0000,False,False,0055o000002KnKOAA0,2024-05-15T17:04:14.000+0000,0050A000000HoslQAC,2024-05-16T01:50:58.000+0000,0050A000001TA3IQAW,2024-05-16T01:50:58.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KnKOAA0,,,,,,,1.0,0.0,0.0,,False,687.0
500OH00000E4uwSYAR,False,,12355866,003G000001EISFWIA5,0010A000002wRyIQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Plan Member,Medium,,True,2024-05-16T17:43:38.000+0000,False,False,005OH000001V3MKYA0,2024-05-16T17:43:38.000+0000,005OH000001V3MKYA0,2024-05-16T17:43:38.000+0000,005OH000001V3MKYA0,2024-05-16T17:43:38.000+0000,(780) 482-3498,,don.bahnuik@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001V3MKYA0,,,,,,,0.0,0.0,0.0,,False,686.0
500OH00000ELrPSYA1,False,,12436619,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000A6PhCYAV,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,Insurance,012OH00000000WHYAY,Closed,Voicemail/callback,Email,,Voicemail,Medium,"________________________________
From: VM2Text@telus.com <VM2Text@telus.com>
Sent: Thursday, May 23, 2024 12:30:00 PM (UTC-05:00) Eastern Time (US & Canada)
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: [EXT] Voice Message from BALBIR SINGH--CVP_11_6_1_0_0_0_329 (6132654919) on 5-23-24 11:28 AM for GWLIFSC

EVM Voice Message from BALBIR SINGH--CVP_11_6_1_0_0_0_329 (6132654919) on 5-23-24 11: 28 AM (12 second msg) MESSAGE: "" 613-265-4919 name is Valdez thing. Please call me back. "" Delete All Delete all messages from your voice mailbox. ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍

Voice Message from BALBIR SINGH--CVP_11_6_1_0_0_0_329 (6132654919) on 5-23-24 11:28 AM (12 second msg)
MESSAGE:
"" 613-265-4919 name is Valdez thing. Please call me back.""

There are 0 new and 0 old messages in your mailbox.",True,2024-05-23T19:17:30.000+0000,False,False,0055o0000023J7GAAU,2024-05-23T16:30:31.000+0000,0050A000000HoslQAC,2025-11-21T16:53:27.000+0000,0055o0000023J7GAAU,2025-11-21T16:53:27.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000023J7GAAU,,,,,,,1.0,0.0,0.0,,False,679.0
500OH00000EcR7BYAV,False,,12525854,0035o000006PvgtAAC,0015o000006vKJlAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advisor,Medium,H Swetnam - RY concentration and new cap gains rate.,True,2024-07-30T16:19:03.000+0000,False,False,00516000006m9T8AAI,2024-05-29T17:15:16.000+0000,00516000006m9T8AAI,2024-07-30T16:19:03.000+0000,00516000006m9T8AAI,2024-07-30T16:19:03.000+0000,(902)670-1966,,heather@heatherswetnam.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,673.0
500OH00000EvC4RYAV,False,,12626278,003G0000018f7jUIAQ,0010A000002wPpsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,Answered Dave's questions re acct activity. Complete and no next steps.,True,2024-06-05T14:51:48.000+0000,False,False,00516000006m9T8AAI,2024-06-05T14:37:46.000+0000,00516000006m9T8AAI,2024-06-05T14:52:46.000+0000,00516000006m9T8AAI,2024-06-05T14:52:46.000+0000,(902)221-7201,(902) 221-7201,dave@dhrobertsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,666.0
500OH00000ExLekYAF,False,,12642038,0030A0000029nPdQAI,0010A000002wAHOQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Technical Support-Member Website,Medium,,True,2024-06-05T23:20:22.000+0000,False,False,005OH000001V4owYAC,2024-06-05T23:20:22.000+0000,005OH000001V4owYAC,2024-06-05T23:20:22.000+0000,005OH000001V4owYAC,2024-06-05T23:20:22.000+0000,(902)466-0556,,tcranston@crssegs.com,(902)466-1775,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001V4owYAC,,,,,,,0.0,0.0,0.0,,False,666.0
500OH00000EykhRYAR,False,,12645545,0030A0000029nPdQAI,0010A000002wAHOQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Technical Support-Member Website,Medium,,True,2024-06-06T14:05:57.000+0000,False,False,005OH000001E9vnYAC,2024-06-06T14:05:57.000+0000,005OH000001E9vnYAC,2024-06-06T14:05:57.000+0000,005OH000001E9vnYAC,2024-06-06T14:05:57.000+0000,(902)466-0556,,tcranston@crssegs.com,(902)466-1775,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001E9vnYAC,,,,,,,0.0,0.0,0.0,,False,665.0
500OH00000FJgnhYAD,False,,12758707,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000AwrhLYAR,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,,012OH00000000WHYAY,New,Field Required,Email,,Net New HNW Client,Medium,"Previous Advisor/Firm: Planned Financial Security Inc
Client First Name: ROSEMARIE L
Client Last Name: TOMLINSON
Email:
Province: BC
Language: E
Product Type: SEG
Sum of Annual Premium:
Sum of AUM: $747,093.00",False,,False,False,0055o000001skbpAAA,2024-06-13T17:31:55.000+0000,0050A000000HoslQAC,2024-06-14T19:33:41.000+0000,0055o000001skbpAAA,2024-06-14T19:33:41.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001skbpAAA,,,,,,,1.0,0.0,0.0,,False,658.0
500OH00000FT7gbYAD,False,,12802312,003G0000018f6qSIAQ,0010A000002wOsGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,Tony sent e-mail asking about a client liquidating some or all of stock held in Corp IA.,True,2024-06-20T15:41:48.000+0000,False,False,00516000006m9T8AAI,2024-06-17T17:53:04.000+0000,00516000006m9T8AAI,2024-06-20T15:41:48.000+0000,00516000006m9T8AAI,2024-06-20T15:41:48.000+0000,(709)678-2322,,tony@tonyrogers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,654.0
500OH00000FVUNpYAP,False,,12815883,003G0000018f6gwIAA,0010A000002wOhCQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Technical Support-Member Website,Medium,,True,2024-06-18T14:09:56.000+0000,False,False,005OH000001E9vvYAC,2024-06-18T14:09:56.000+0000,005OH000001E9vvYAC,2024-06-18T14:09:56.000+0000,005OH000001E9vvYAC,2024-06-18T14:09:56.000+0000,905-682-2651,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001E9vvYAC,,,,,,,0.0,0.0,0.0,,False,653.0
500OH00000FVewcYAD,False,,12815826,003G0000018f6gwIAA,0010A000002wOhCQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Technical Support-Member Website,Medium,,True,2024-06-18T14:08:03.000+0000,False,False,0055o000001v82mAAA,2024-06-18T14:08:03.000+0000,0055o000001v82mAAA,2024-06-18T14:08:03.000+0000,0055o000001v82mAAA,2024-06-18T14:08:03.000+0000,905-682-2651,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001v82mAAA,,,,,,,0.0,0.0,0.0,,False,653.0
500OH00000FcbxDYAR,False,,12858946,003G0000018f6qSIAQ,0010A000002wOsGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2024-06-20T15:40:54.000+0000,False,False,00516000006m9T8AAI,2024-06-20T14:03:40.000+0000,00516000006m9T8AAI,2024-06-20T15:40:54.000+0000,00516000006m9T8AAI,2024-06-20T15:40:54.000+0000,(709)678-2322,,tony@tonyrogers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,651.0
500OH00000FmKtRYAV,False,,12899361,003G0000018f7kwIAA,0010A000002wPrKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,Request of funds by eft sent by e-mail.,True,2024-06-25T18:50:08.000+0000,False,False,00516000006m9T8AAI,2024-06-24T14:42:55.000+0000,00516000006m9T8AAI,2024-06-25T18:50:08.000+0000,00516000006m9T8AAI,2024-06-25T18:50:08.000+0000,(902)354-5528,(902) 350-2012,cook@cookfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,647.0
500OH00000Fnys1YAB,False,,12912777,0030A0000029gfHQAQ,0010A000002w4esQAA,,,,,,,01216000001BP8NAAW,Open,,Phone,,,Medium,,False,,False,False,005OH000001E9w0YAC,2024-06-24T20:48:02.000+0000,005OH000001E9w0YAC,2024-06-24T20:48:02.000+0000,005OH000001E9w0YAC,2024-06-24T20:48:02.000+0000,(506)389-9934,,lalonmar@nb.sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001E9w0YAC,,,,,,,0.0,0.0,0.0,,False,647.0
500OH00000GPIBsYAP,False,,13099089,003OH000001E92wYAC,001OH000001RGxqYAG,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Not Benefit Specific-Other,Medium,,True,2024-07-08T16:07:45.000+0000,False,False,0050A000001sQMlQAM,2024-07-08T16:07:45.000+0000,0050A000001sQMlQAM,2024-07-08T16:07:45.000+0000,0050A000001sQMlQAM,2024-07-08T16:07:45.000+0000,(514)832-5100,,jeljaafari@assante.com,(514)832-5232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001sQMlQAM,,,,,,,0.0,0.0,0.0,,False,633.0
500OH00000H7uBmYAJ,False,,13329315,0030A0000084iPmQAI,0010A000002vtmhQAA,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Corp owned $30M par jumbo case,High,"Capacity check done in early June. Org chart with just one corp fs gathered. Suggested advisor to gather overseas medical records
Need to work on financials.",False,,False,False,00516000007QT2IAAW,2024-07-23T00:02:46.000+0000,00516000007QT2IAAW,2024-07-23T00:02:46.000+0000,00516000007QT2IAAW,2024-07-23T00:02:46.000+0000,(604)789-1224,(604) 789-1224,tiffany.gong@outlook.com,,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,00516000007QT2IAAW,,,,,,,0.0,0.0,0.0,,False,619.0
500OH00000H7wVJYAZ,False,,13329111,0030A0000029kflQAA,0010A000002vtn2QAA,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,$2.52M PAR total annual premium $200k,High,New app submitted. Discussed using affluent NC guideline. However premium affordability is the main concern. Discussed positioning financials and may need a plan B without ADO,False,,False,False,00516000007QT2IAAW,2024-07-22T23:37:54.000+0000,00516000007QT2IAAW,2024-07-22T23:37:54.000+0000,00516000007QT2IAAW,2024-07-22T23:37:54.000+0000,(604)723-7166,(604) 723-7166,frannykang@outlook.com,(604)233-2222,,,,,,,,,,Sun Life,Sun Life,,,0.0,,,0.0,False,,,,,,00516000007QT2IAAW,,,,,,Analysis Document,0.0,0.0,0.0,,False,619.0
500OH00000HE0G8YAL,False,,13360659,0030A0000029XNOQA2,0010A000002vwxcQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- IHU-Group Admin Website,Medium,,True,2024-07-24T16:56:51.000+0000,False,False,0055o000001yccaAAA,2024-07-24T16:56:51.000+0000,0055o000001yccaAAA,2024-07-24T16:56:51.000+0000,0055o000001yccaAAA,2024-07-24T16:56:51.000+0000,(902)468-3444,,,(902)468-2399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,617.0
500OH00000HF5btYAD,False,,13368951,003G0000018f7LfIAI,0015o000008CybgAAC,,,,,,Life,012G00000012AYVIA2,More Information Required,Complex Case,Email,,MS27 UHNW $30M par,High,"UHNW 2nd gen in real estate development business 
Typical complex structure and reluctant to provide lots of financials due to privacy",False,,False,False,00516000007QT2IAAW,2024-07-24T20:29:43.000+0000,00516000007QT2IAAW,2024-07-24T20:29:43.000+0000,00516000007QT2IAAW,2024-07-24T20:29:43.000+0000,(604)438-1232X6321,(604) 506-8793,ellen.li@wisdomstarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2IAAW,,,,,,,0.0,0.0,0.0,,False,617.0
500OH00000HRIlRYAX,False,,13416104,003G000001F3mxqIAB,0010A000002wS2TQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Technical Support-Member Website,Medium,,True,2024-07-29T13:47:54.000+0000,False,False,0055o000001F0EAAA0,2024-07-29T13:47:54.000+0000,0055o000001F0EAAA0,2024-07-29T13:47:54.000+0000,0055o000001F0EAAA0,2024-07-29T13:47:54.000+0000,(780) 476-6199,,pat.segin@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001F0EAAA0,,,,,,,0.0,0.0,0.0,,False,612.0
500OH00000He7ozYAB,False,,13485005,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000D1IpqYAF,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,Insurance,012OH00000000WHYAY,Closed,Field Required,Email,,FW: [EXT] Voice Message from --CVP_11_5_1_0_1_0_349 (2892522141) on 8-1-24 11:10 AM for GWLIFSC,Medium,"________________________________
From: VM2Text@telus.com <VM2Text@telus.com>
Sent: Thursday, August 1, 2024 12:12:24 PM (UTC-05:00) Eastern Time (US & Canada)
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: [EXT] Voice Message from --CVP_11_5_1_0_1_0_349 (2892522141) on 8-1-24 11:10 AM for GWLIFSC

EVM Voice Message from --CVP_11_5_1_0_1_0_349 (2892522141) on 8-1-24 11: 10 AM (2 second msg) MESSAGE: This person called and left you a new message. There are 0 new and 0 old messages in your mailbox. ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍

Voice Message from --CVP_11_5_1_0_1_0_349 (2892522141) on 8-1-24 11:10 AM (2 second msg)
MESSAGE:
This person called and left you a new message.

There are 0 new and 0 old messages in your mailbox.",True,2024-08-01T17:34:04.000+0000,False,False,005OH000000UiA6YAK,2024-08-01T16:12:47.000+0000,0050A000000HoslQAC,2024-08-02T03:49:18.000+0000,0050A000001TA3IQAW,2024-08-02T03:49:18.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000UiA6YAK,,,,,,,1.0,0.0,0.0,,False,609.0
500OH00000IAt0tYAD,False,,13635061,0030A0000029lh4QAA,0010A000002w8nnQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Not Benefit Specific-Other,Medium,,True,2024-08-13T13:50:00.000+0000,False,False,0055o0000025RReAAM,2024-08-13T13:50:00.000+0000,0055o0000025RReAAM,2024-08-13T13:50:00.000+0000,0055o0000025RReAAM,2024-08-13T13:50:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000025RReAAM,,,,,,,0.0,0.0,0.0,,False,597.0
500OH00000IAueVYAT,False,,13637171,0030A0000029XSkQAM,0010A000002vx2AQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Technical Support-Member Website,Medium,,True,2024-08-13T14:53:50.000+0000,False,False,005OH000001D1tlYAC,2024-08-13T14:53:50.000+0000,005OH000001D1tlYAC,2024-08-13T14:53:50.000+0000,005OH000001D1tlYAC,2024-08-13T14:53:50.000+0000,(604)877-0325,,dylanf@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001D1tlYAC,,,,,,,0.0,0.0,0.0,,False,597.0
500OH00000IBCEnYAP,False,,13636695,0030A0000029XSkQAM,0010A000002vx2AQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Technical Support-Member Website,Medium,,True,2024-08-13T14:41:18.000+0000,False,False,0055o000001yccaAAA,2024-08-13T14:41:18.000+0000,0055o000001yccaAAA,2024-08-13T14:41:18.000+0000,0055o000001yccaAAA,2024-08-13T14:41:18.000+0000,(604)877-0325,,dylanf@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yccaAAA,,,,,,,0.0,0.0,0.0,,False,597.0
500OH00000IJDDhYAP,False,,13685875,0030A0000029fgNQAQ,0010A000002w3nwQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Drugs-Other,Medium,;,True,2024-08-15T16:01:40.000+0000,False,False,0055o000001wkApAAI,2024-08-15T16:01:40.000+0000,0055o000001wkApAAI,2024-08-15T16:01:40.000+0000,0055o000001wkApAAI,2024-08-15T16:01:40.000+0000,(306)584-2523,,brad@h-a-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001wkApAAI,,,,,,,0.0,0.0,0.0,,False,595.0
500OH00000IrvM0YAJ,False,,13862574,003G000001ooUAzIAM,001G000000vkcebIAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,,Medium,Member call to know about his dental plan hes unable to see online send website form,True,2024-08-27T13:51:11.000+0000,False,False,005OH000000pQvYYAU,2024-08-27T13:36:12.000+0000,005OH000000pQvYYAU,2024-08-27T13:52:12.000+0000,005OH000000pQvYYAU,2024-08-27T13:52:12.000+0000,(613) 728-1223 x-2244,(613) 805-4545,eric.zayed@sunlife.cm,(613) 728-4836,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pQvYYAU,,,,,,,0.0,0.0,0.0,,False,583.0
500OH00000IsSGIYA3,False,,13863916,0030A0000029g5bQAA,0010A000002w49IQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,,Medium,member call for his daughter coverage he needs evidence of insurance to show to school send website form,True,2024-08-27T14:43:02.000+0000,False,False,005OH000000pQvYYAU,2024-08-27T14:19:13.000+0000,005OH000000pQvYYAU,2024-08-27T14:44:33.000+0000,005OH000000pQvYYAU,2024-08-27T14:44:33.000+0000,(780)722-4551,,darrenfisher@shaw.ca,(780)963-2393,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pQvYYAU,,,,,,,0.0,0.0,0.0,,False,583.0
500OH00000JCBnzYAH,False,,13957969,0030A000007UutEQAS,0015o000008CyrKAAS,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Plan compare with Sun and BMO: WL HNW,Medium,Case referred to Marc: 40k-60k potential,False,,False,False,005OH000004UJe1YAG,2024-09-03T13:57:40.000+0000,005OH000004UJe1YAG,2024-09-03T13:57:40.000+0000,005OH000004UJe1YAG,2024-09-03T13:57:40.000+0000,(514)931-4242,(514) 806-3557,karim.alayass@rozayfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004UJe1YAG,,,,,,,0.0,0.0,0.0,,False,576.0
500OH00000JCLiTYAX,False,,13958198,003G0000018f6hlIAA,0015o000008CyrpAAC,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Phone,,Estate Planning Nasrit case,High,"Follow up with Rima on nasrit case, work on Plan Compare on Workspace. Opporunity already entered on SF. 100K potential WL 2LD",False,,False,False,005OH000004UJe1YAG,2024-09-03T14:04:41.000+0000,005OH000004UJe1YAG,2024-09-03T14:04:41.000+0000,005OH000004UJe1YAG,2024-09-03T14:04:41.000+0000,(514)984-9245,(514) 984-9245,rima.awad@crwfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004UJe1YAG,,,,,,,0.0,0.0,0.0,,False,576.0
500OH00000JQA8vYAH,False,,14052752,003G0000018f6nfIAA,0010A000002wOpPQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-03-11T16:30:21.000+0000,False,False,005OH0000009EwcYAE,2024-09-06T19:54:22.000+0000,005OH0000009EwcYAE,2025-03-11T16:30:21.000+0000,005OH0000009EwcYAE,2025-03-11T16:30:21.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,573.0
500OH00000JZdErYAL,False,,14092959,0030A000006d3iIQAQ,0010A000002wAzbQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Claim,Medium,-EE calling to follow-up on the claim @$217.00 submitted in June for his SP and was advised that this has been paid to the Dental office and he said the Dental office that they have not received any payment in regards to that,True,2024-09-10T14:43:27.000+0000,False,False,005OH0000016S7pYAE,2024-09-10T14:12:05.000+0000,005OH0000016S7pYAE,2024-09-10T14:43:27.000+0000,005OH0000016S7pYAE,2024-09-10T14:43:27.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000016S7pYAE,,,,,,,0.0,0.0,0.0,,False,569.0
500OH00000JaXKIYA3,False,,14101028,0035o000007SXxfAAG,0010A000002w6KJQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,,Medium,"Sp call for Declaration of marital status form she havenot received, and shes really upset she dont want to provide info for audit help her get form online",True,2024-09-10T18:15:19.000+0000,False,False,005OH000000pQvYYAU,2024-09-10T17:21:17.000+0000,005OH000000pQvYYAU,2024-09-10T18:15:19.000+0000,005OH000000pQvYYAU,2024-11-13T14:57:26.000+0000,,,robertbaker2@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pQvYYAU,,,,,,,0.0,0.0,0.0,,False,569.0
500OH00000JavkqYAB,False,,14107095,0030A000007A5X8QAK,0010A00000815pRQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-11T16:44:51.000+0000,False,False,005OH0000009EwcYAE,2024-09-10T19:30:09.000+0000,005OH0000009EwcYAE,2025-03-11T16:44:51.000+0000,005OH0000009EwcYAE,2025-03-11T16:44:51.000+0000,(905)831-3600X4220,(647) 545-8575,tristan.martin@bulwarkfc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,569.0
500OH00000Jb9W3YAJ,False,,14107588,003G0000018f6hLIAQ,0010A000002wOhbQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-11T16:45:09.000+0000,False,False,005OH0000009EwcYAE,2024-09-10T19:41:44.000+0000,005OH0000009EwcYAE,2025-03-11T16:45:09.000+0000,005OH0000009EwcYAE,2025-03-11T16:45:09.000+0000,(705)998-4402,(705) 313-6529,linda.gratton@qandlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,569.0
500OH00000JbDzTYAV,False,,14108299,0030A00000CDixHQAT,0015o0000070MqEAAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-03-11T16:45:34.000+0000,False,False,005OH0000009EwcYAE,2024-09-10T19:58:09.000+0000,005OH0000009EwcYAE,2025-03-11T16:45:34.000+0000,005OH0000009EwcYAE,2025-03-11T16:45:34.000+0000,(416)366-2971,(416) 816-7428,vanessa.funtera-smith@greenstoneprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,569.0
500OH00000JbNXQYA3,False,,14109869,0030A0000029oeBQAQ,0010A000002wBGJQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Nursing,Medium,,True,2025-03-11T16:45:57.000+0000,False,False,005OH0000009EwcYAE,2024-09-10T20:39:31.000+0000,005OH0000009EwcYAE,2025-03-11T16:45:57.000+0000,005OH0000009EwcYAE,2025-03-11T16:45:57.000+0000,(306)384-5977,(306) 291-9501,deah@fitfinancialinc.com,(306)384-4936,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,569.0
500OH00000JbkQjYAJ,False,,14111026,0030A0000029j0yQAA,0010A000002w6ayQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-03-11T16:47:07.000+0000,False,False,005OH0000009EwcYAE,2024-09-10T21:16:45.000+0000,005OH0000009EwcYAE,2025-03-11T16:47:07.000+0000,005OH0000009EwcYAE,2025-03-11T16:47:07.000+0000,(416)450-1735,,hkatouzian@outlook.com,(416)495-7611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,569.0
500OH00000JbmacYAB,False,,14111410,0030A0000029jLcQAI,0010A000002w6sUQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-03-11T16:47:47.000+0000,False,False,005OH0000009EwcYAE,2024-09-10T21:32:39.000+0000,005OH0000009EwcYAE,2025-03-11T16:47:47.000+0000,005OH0000009EwcYAE,2025-03-11T16:47:47.000+0000,(705)443-5599,,neal@bluerockwealth.ca,(705)445-2643,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,569.0
500OH00000Jbt96YAB,False,,14113033,,0010A00000DJssmQAD,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Coverage Inquiry.,Medium,,True,2024-09-10T22:56:40.000+0000,False,False,0055o000002I19KAAS,2024-09-10T22:47:18.000+0000,0055o000002I19KAAS,2024-09-10T22:56:40.000+0000,0055o000002I19KAAS,2024-09-10T22:56:40.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19KAAS,,,,,,,0.0,0.0,0.0,,False,569.0
500OH00000Jd0wXYAR,False,,14116416,0035o000007MEWRAA4,0010A00000Bd9ZiQAJ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Coverage,Medium,-MM called to know if this new plan ID is for Dental and he was advised accordingly,True,2024-09-11T13:35:43.000+0000,False,False,005OH0000016S7pYAE,2024-09-11T13:30:21.000+0000,005OH0000016S7pYAE,2024-09-11T13:35:43.000+0000,005OH0000016S7pYAE,2024-11-13T20:32:29.000+0000,,,mwalker_007@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000016S7pYAE,,,,,,,0.0,0.0,0.0,,False,568.0
500OH00000JdJMQYA3,False,,14117793,003G0000018f7RUIAY,0010A000002wPY8QAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Coverage,Medium,Calling to follow-up on enrolment,True,2024-09-11T14:31:43.000+0000,False,False,005OH0000016S7pYAE,2024-09-11T14:14:16.000+0000,005OH0000016S7pYAE,2024-09-11T14:31:43.000+0000,005OH0000016S7pYAE,2024-09-11T14:31:43.000+0000,(705) 742-0123,(705) 341-8058,cdonnelly@peakbenefitsolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000016S7pYAE,,,,,,,0.0,0.0,0.0,,False,568.0
500OH00000JdwEAYAZ,False,,14122771,003OH00000MC4rFYAT,001OH00000QyT0DYAV,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Changes to Plan Design,Medium,,True,2025-03-11T17:01:41.000+0000,False,False,005OH0000009EwcYAE,2024-09-11T16:15:36.000+0000,005OH0000009EwcYAE,2025-03-11T17:01:41.000+0000,005OH0000009EwcYAE,2025-03-11T17:01:41.000+0000,(639)398-8432,,christopher.fryett-miller@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,568.0
500OH00000JeHjzYAF,False,,14124063,0030A0000029YYjQAM,0010A000002vxxRQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-11T17:04:10.000+0000,False,False,005OH0000009EwcYAE,2024-09-11T16:42:27.000+0000,005OH0000009EwcYAE,2025-03-11T17:04:11.000+0000,005OH0000009EwcYAE,2025-03-11T17:04:11.000+0000,(403)250-1868,,,(403)250-1851,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,568.0
500OH00000JedSmYAJ,False,,14127325,0030A0000029dW6QAI,0010A000002w227QAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-11T17:04:27.000+0000,False,False,005OH0000009EwcYAE,2024-09-11T17:56:48.000+0000,005OH0000009EwcYAE,2025-03-11T17:04:27.000+0000,005OH0000009EwcYAE,2025-03-11T17:04:27.000+0000,(204)920-7927,,jason@fryfinancial.ca,(204)920-1296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,568.0
500OH00000JetpHYAR,False,,14129575,003G0000018f6QrIAI,0010A000002vww8QAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Coverage,Medium,"-MM calling to know about her SP Scaling and Root Planning and the amount she has left
-MM was advised that she has 6 per calender Year and as at today 24/09/11 she is not eligible for any and hence it would be in another calender year",True,2024-09-11T18:59:52.000+0000,False,False,005OH0000016S7pYAE,2024-09-11T18:46:01.000+0000,005OH0000016S7pYAE,2024-09-11T18:59:52.000+0000,005OH0000016S7pYAE,2024-09-11T18:59:52.000+0000,(705)995-5478,(705) 716-7527,jim.smith@rockwaterwealth.ca,(705)995-5478,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000016S7pYAE,,,,,,,0.0,0.0,0.0,,False,568.0
500OH00000JezBYYAZ,False,,14131351,0031600002KdyAjAAJ,0010A000002wNSRQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-11T17:09:02.000+0000,False,False,005OH0000009EwcYAE,2024-09-11T19:25:56.000+0000,005OH0000009EwcYAE,2025-03-11T17:09:03.000+0000,005OH0000009EwcYAE,2025-03-11T17:09:03.000+0000,(403)273-8660,,crystal@holdentaylor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,568.0
500OH00000JfABnYAN,False,,14134584,0030A00000BgkRnQAJ,0010A00000CGxETQA1,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-11T17:12:24.000+0000,False,False,005OH0000009EwcYAE,2024-09-11T20:51:19.000+0000,005OH0000009EwcYAE,2025-03-11T17:12:24.000+0000,005OH0000009EwcYAE,2025-03-11T17:12:24.000+0000,(450)928-1321,514 444 1439,frederik@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,568.0
500OH00000JfRB0YAN,False,,14134023,0030A0000029hJAQAY,0010A000002w5E1QAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,EOI REQUEST,Medium,EE NEEDS AN EOI FOR UNI.,True,2024-09-11T20:39:50.000+0000,False,False,0055o0000028Ip1AAE,2024-09-11T20:35:11.000+0000,0055o0000028Ip1AAE,2024-09-11T20:42:51.000+0000,0055o0000028Ip1AAE,2024-09-11T20:42:51.000+0000,(450)654-1889,(514) 945-1669,alain.brunet@iggpp.ca,(450)654-8821,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000028Ip1AAE,,,,,,,0.0,0.0,0.0,,False,568.0
500OH00000Jh4zwYAB,False,,14140185,0035o000005rN66AAE,0015o000006PBDiAAO,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-11T17:17:20.000+0000,False,False,005OH0000009EwcYAE,2024-09-12T13:24:27.000+0000,005OH0000009EwcYAE,2025-03-11T17:17:21.000+0000,005OH0000009EwcYAE,2025-03-11T17:17:21.000+0000,(204)985-6060,,seth.nerman@assante.com,(204)453-6273,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,567.0
500OH00000JhF5mYAF,False,,14142639,0035o0000063rktAAA,0015o000006cQoSAAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-11T17:22:31.000+0000,False,False,005OH0000009EwcYAE,2024-09-12T14:43:06.000+0000,005OH0000009EwcYAE,2025-03-11T17:22:31.000+0000,005OH0000009EwcYAE,2025-03-11T17:22:31.000+0000,(778)898-9213,,piviolawong@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,567.0
500OH00000JhJhDYAV,False,,14141577,0030A0000029dVRQAY,0010A000002w21cQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-03-11T17:20:44.000+0000,False,False,005OH0000009EwcYAE,2024-09-12T14:13:21.000+0000,005OH0000009EwcYAE,2025-03-11T17:20:45.000+0000,005OH0000009EwcYAE,2025-03-11T17:20:45.000+0000,(416)695-8600,,,(416)695-4480,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,567.0
500OH00000JhiKbYAJ,False,,14143635,0030A0000029hfcQAA,0010A000002w5VxQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-11T17:23:29.000+0000,False,False,005OH0000009EwcYAE,2024-09-12T15:09:06.000+0000,005OH0000009EwcYAE,2025-03-11T17:23:29.000+0000,005OH0000009EwcYAE,2025-03-11T17:23:29.000+0000,(705)915-0200X200,(705) 915-0200,julie.muir@podiumprosperity.com,(705)733-2238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,567.0
500OH00000JhobMYAR,False,,14146124,003G0000018f6niIAA,0010A000002wOpSQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-11T17:25:49.000+0000,False,False,005OH0000009EwcYAE,2024-09-12T16:07:42.000+0000,005OH0000009EwcYAE,2025-03-11T17:25:49.000+0000,005OH0000009EwcYAE,2025-03-11T17:25:49.000+0000,(418)812-3320,,gjulien@forcescollectives.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,567.0
500OH00000JimqnYAB,False,,14152546,003G0000018f7Q5IAI,0010A000002wPWUQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-03-18T16:13:34.000+0000,False,False,005OH0000009EwcYAE,2024-09-12T18:31:49.000+0000,005OH0000009EwcYAE,2025-03-18T16:13:34.000+0000,005OH0000009EwcYAE,2025-03-18T16:13:34.000+0000,(403)262-7278,,tony@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,567.0
500OH00000JjVj3YAF,False,,14158440,003G0000018f7DcIAI,0010A000002wPHYQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Contact transferred,Medium,,True,2025-03-18T16:21:16.000+0000,False,False,005OH0000009EwcYAE,2024-09-12T21:00:39.000+0000,005OH0000009EwcYAE,2025-03-18T16:21:16.000+0000,005OH0000009EwcYAE,2025-03-18T16:21:16.000+0000,(905)858-1894,(647) 244-8703,sean@portpro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,567.0
500OH00000JktcuYAB,False,,14164365,003G0000018f7MLIAY,0010A000002wPS0QAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Diabetic equipment,Medium,,True,2025-03-18T16:25:08.000+0000,False,False,005OH0000009EwcYAE,2024-09-13T13:46:43.000+0000,005OH0000009EwcYAE,2025-03-18T16:25:08.000+0000,005OH0000009EwcYAE,2025-03-18T16:25:08.000+0000,(403)680-0710,(403) 680-0710,yuri@satofinancialyyc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,566.0
500OH00000JkvbTYAR,False,,14163310,003G0000018f7xEIAQ,0010A000002wQ3PQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-18T16:21:35.000+0000,False,False,005OH0000009EwcYAE,2024-09-13T13:06:55.000+0000,005OH0000009EwcYAE,2025-03-18T16:21:35.000+0000,005OH0000009EwcYAE,2025-03-18T16:21:36.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,566.0
500OH00000Jl3ypYAB,False,,14163542,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Changes to Plan Design,Medium,,True,2025-03-18T16:24:31.000+0000,False,False,005OH0000009EwcYAE,2024-09-13T13:15:59.000+0000,005OH0000009EwcYAE,2025-03-18T16:24:31.000+0000,005OH0000009EwcYAE,2025-03-18T16:24:31.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,566.0
500OH00000JlP4uYAF,False,,14166270,003G0000018f80tIAA,0010A000002wQ6nQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-03-18T16:31:13.000+0000,False,False,005OH0000009EwcYAE,2024-09-13T14:45:44.000+0000,005OH0000009EwcYAE,2025-03-18T16:31:13.000+0000,005OH0000009EwcYAE,2025-03-18T16:31:13.000+0000,(905)652-8680,(416) 577-6453,michaelz@rdainsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,566.0
500OH00000JlWhUYAV,False,,14165726,0030A0000029Vs7QAE,0010A000002vvjdQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-18T16:30:14.000+0000,False,False,005OH0000009EwcYAE,2024-09-13T14:30:26.000+0000,005OH0000009EwcYAE,2025-03-18T16:30:14.000+0000,005OH0000009EwcYAE,2025-03-18T16:30:14.000+0000,(416)747-6973,,vrajeshparikh@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,566.0
500OH00000JmCbqYAF,False,,14171266,0030A0000029jjGQAQ,0010A000002w7BsQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-03-18T16:39:41.000+0000,False,False,005OH0000009EwcYAE,2024-09-13T16:51:32.000+0000,005OH0000009EwcYAE,2025-03-18T16:39:41.000+0000,005OH0000009EwcYAE,2025-03-18T16:39:41.000+0000,(519)780-0453,NIS,craig@craigjurden.com,(519)780-0458,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,566.0
500OH00000Jmf2kYAB,False,,14174879,003G000001hVpXMIA0,0010A000002wSwRQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,email change request,True,2025-03-18T16:42:34.000+0000,False,False,005OH0000009EwcYAE,2024-09-13T18:17:09.000+0000,005OH0000009EwcYAE,2025-03-18T16:42:35.000+0000,005OH0000009EwcYAE,2025-03-18T16:42:35.000+0000,(506)460-0443,(506) 654-7704,tyler.veriker@gotoinsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,566.0
500OH00000JrkhiYAB,False,,14188108,0030A0000029kpQQAQ,0010A000002w854QAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-03-18T16:52:38.000+0000,False,False,005OH0000009EwcYAE,2024-09-16T12:45:06.000+0000,005OH0000009EwcYAE,2025-03-18T16:52:38.000+0000,005OH0000009EwcYAE,2025-03-18T16:52:38.000+0000,(604)639-3973,,dert@evolutionstrategies.ca,(604)687-3316,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,563.0
500OH00000JrormYAB,False,,14188474,0030A0000029dz1QAA,0010A000002w3UIQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Eligibility,Medium,"-MM called to know when the Dental Plan would be active
-MM was advised that by Nov 1st all the transferred would be up and running",True,2024-09-16T13:09:32.000+0000,False,False,005OH0000016S7pYAE,2024-09-16T12:59:39.000+0000,005OH0000016S7pYAE,2024-09-16T13:09:32.000+0000,005OH0000016S7pYAE,2024-09-16T13:09:32.000+0000,(778)233-8671,(778) 233-8671,lucyjingli@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000016S7pYAE,,,,,,,0.0,0.0,0.0,,False,563.0
500OH00000JsGUlYAN,False,,14192953,003G0000018f6ryIAA,0010A000002wOtiQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-03-18T16:58:03.000+0000,False,False,005OH0000009EwcYAE,2024-09-16T14:56:08.000+0000,005OH0000009EwcYAE,2025-03-18T16:58:03.000+0000,005OH0000009EwcYAE,2025-03-18T16:58:03.000+0000,(780)702-5807X226,(780) 405-6734,don@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,563.0
500OH00000JsHVbYAN,False,,14192454,0030A000009FtWbQAK,0010A00000AHOV0QAP,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-03-18T16:57:44.000+0000,False,False,005OH0000009EwcYAE,2024-09-16T14:44:41.000+0000,005OH0000009EwcYAE,2025-03-18T16:57:44.000+0000,005OH0000009EwcYAE,2025-03-18T16:57:44.000+0000,(306)359-0776X322,(306) 533-4657,j.werner@leipertfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,563.0
500OH00000JvipOYAR,False,,14214760,0030A0000029pyYQAQ,0010A000002wCJaQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Enrolment,Medium,-MM called to add his CH Patrick to his Dental Plan as full time ST and he was xfer to the PE Team for further assistance,True,2024-09-17T12:58:22.000+0000,False,False,005OH0000016S7pYAE,2024-09-17T12:45:07.000+0000,005OH0000016S7pYAE,2024-09-17T12:58:22.000+0000,005OH0000016S7pYAE,2024-09-17T12:58:22.000+0000,(780)429-5961,,,(780)426-6242,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000016S7pYAE,,,,,,,0.0,0.0,0.0,,False,562.0
500OH00000Jx4ntYAB,False,,14225096,0030A0000029mI5QAI,0010A000002w9HiQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Technical Support-Contact Transferred,Medium,,True,2024-09-17T17:27:53.000+0000,False,False,005OH000004arhpYAA,2024-09-17T17:27:53.000+0000,005OH000004arhpYAA,2024-09-17T17:27:53.000+0000,005OH000004arhpYAA,2024-09-17T17:27:53.000+0000,(416)743-1239,,,(416)743-6101,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004arhpYAA,,,,,,,0.0,0.0,0.0,,False,562.0
500OH00000JxLAOYA3,False,,14227111,0030A0000029pDVQAY,0010A000002wBicQAE,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,Corp ET Gen1 FNS82,Medium,"Reposition $5M lump sum to PAR compare with GIC 4%
MPC NEV compare using UL level COI, SGA 4% vs EAP pay to 100 PUA (total $5M premium in 10 years) current DSIR",False,,False,False,00516000007QT2IAAW,2024-09-17T18:10:21.000+0000,00516000007QT2IAAW,2024-09-17T18:10:21.000+0000,00516000007QT2IAAW,2024-09-17T18:10:21.000+0000,(604)727-2043,(604) 727-2043,don@legato.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT2IAAW,,,,,,Quotation;Analysis Document;Concept,0.0,0.0,0.0,,False,562.0
500OH00000K4DnxYAF,False,,14263579,0030A0000029blbQAA,0010A000002w0cmQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Coverage,Medium,-MM was xfer to the drug line,True,2024-09-19T12:32:12.000+0000,False,False,005OH0000016S7pYAE,2024-09-19T12:26:20.000+0000,005OH0000016S7pYAE,2024-09-19T12:32:12.000+0000,005OH0000016S7pYAE,2024-09-19T12:32:12.000+0000,(905)988-5891,,,(905)988-5889,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000016S7pYAE,,,,,,,0.0,0.0,0.0,,False,560.0
500OH00000KEzzSYAT,False,,14309300,0035o000007OoqYAAS,0010A000002w9w1QAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,,Medium,,True,2024-09-23T14:02:18.000+0000,False,False,0055o0000026x4MAAQ,2024-09-23T13:58:14.000+0000,0055o0000026x4MAAQ,2024-09-23T14:02:19.000+0000,0055o0000026x4MAAQ,2024-09-23T14:02:19.000+0000,,,nancy.girardbegin@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000026x4MAAQ,,,,,,,0.0,0.0,0.0,,False,556.0
500OH00000KF2XXYA1,False,,14308959,0030A0000029UgkQAE,0010A000002vulLQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Technical Support-Member Website,Medium,,True,2024-09-23T13:47:32.000+0000,False,False,005OH000004ari2YAA,2024-09-23T13:47:32.000+0000,005OH000004ari2YAA,2024-09-23T13:47:32.000+0000,005OH000004ari2YAA,2024-09-23T13:47:32.000+0000,(519)674-3613,,ljamieson@mbifinancial.com,(888)895-8425,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004ari2YAA,,,,,,,0.0,0.0,0.0,,False,556.0
500OH00000KGK47YAH,False,,14317867,0030A0000029Z0uQAE,0010A000002vyM9QAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan Member -- Technical Support-Contact Transferred,Medium,,True,2024-09-23T17:22:20.000+0000,False,False,0055o000001hBuJAAU,2024-09-23T17:22:20.000+0000,0055o000001hBuJAAU,2024-09-23T17:22:21.000+0000,0055o000001hBuJAAU,2024-09-23T17:22:21.000+0000,(604)828-3097,,nashorama@shaw.ca,(604)438-5562,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001hBuJAAU,,,,,,,0.0,0.0,0.0,,False,556.0
500OH00000KGsFVYA1,False,,14324563,003G0000018f7Z8IAI,0010A000002wPfyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2024-09-23T19:45:10.000+0000,False,False,00516000006m9T8AAI,2024-09-23T19:45:10.000+0000,00516000006m9T8AAI,2024-09-23T19:45:10.000+0000,00516000006m9T8AAI,2024-09-23T19:45:10.000+0000,(613)254-8484,(613) 614-3754,jason@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,556.0
500OH00000KLNsXYAX,False,,14346703,,0010A00000AVqngQAD,,,,,,,01216000001BP8NAAW,Closed,,Phone,,general inquiry.,Medium,,True,2024-09-24T19:46:53.000+0000,False,False,0055o000002I19KAAS,2024-09-24T19:40:56.000+0000,0055o000002I19KAAS,2024-09-24T19:46:53.000+0000,0055o000002I19KAAS,2024-09-24T19:46:53.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19KAAS,,,,,,,0.0,0.0,0.0,,False,555.0
500OH00000KoBOHYA3,False,,14477411,0035o000007bjGiAAI,0010A000002w0cmQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Routine,Medium,dont have certificate number referred to sunlife,True,2024-10-02T19:32:08.000+0000,False,False,005OH000003kMwiYAE,2024-10-02T19:27:33.000+0000,005OH000003kMwiYAE,2024-10-02T19:32:08.000+0000,005OH000003kMwiYAE,2024-10-02T19:32:08.000+0000,,,murph.david2@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003kMwiYAE,,,,,,,0.0,0.0,0.0,,False,547.0
500OH00000L24UrYAJ,False,,14538391,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000G1tm3YAB,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,Insurance,012OH00000000WHYAY,Closed,Voicemail/callback,Incoming Call,,Voicemail Received,Medium,"________________________________
From: VM2Text@telus.com <VM2Text@telus.com>
Sent: Sunday, October 6, 2024 6:37:52 PM (UTC-05:00) Eastern Time (US & Canada)
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: [EXT] Voice Message from --CVP_11_6_1_0_0_0_329 (6473352391) on 10-6-24 5:36 PM for GWLIFSC

EVM Voice Message from --CVP_11_6_1_0_0_0_329 (6473352391) on 10-6-24 5: 36 PM (4 second msg) MESSAGE: This person called and left you a new message. There are 0 new and 0 old messages in your mailbox. ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍

Voice Message from --CVP_11_6_1_0_0_0_329 (6473352391) on 10-6-24 5:36 PM (4 second msg)
MESSAGE:
This person called and left you a new message.

There are 0 new and 0 old messages in your mailbox.",True,2024-10-07T14:02:24.000+0000,False,False,0055o0000023J7GAAU,2024-10-06T22:38:26.000+0000,0050A000000HoslQAC,2024-10-07T15:22:19.000+0000,0050A000001TA3IQAW,2024-10-07T15:22:19.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000023J7GAAU,,,,,,,2.0,0.0,0.0,,False,543.0
500OH00000L32NpYAJ,False,,14541623,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000G2fIqYAJ,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,Segregated Fund,012OH00000000WHYAY,Closed,Financial,Email,,"FW: PAC/Bank Rejection – ROCHUS, PATRECIA / 345000268",Medium,"By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Leanne Hutton (she/her)
Sales Support Manager, Financial Solutions Centre
Advisory Network
Phone: 226-270-9258
E-mail: leanne.hutton@canadalife.com<mailto:leanne.hutton@canadalife.com>

financialsolutionscentre@canadalife.com<mailto:financialsolutionscentre@canadalife.com> | centredesolutionsfinancieres@canadavie.com<mailto:centredesolutionsfinancieres@canadavie.com> 

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We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus

From: Cuberos, Tomas <Tomas.Cuberos@canadalife.com>
Sent: Thursday, September 19, 2024 1:13 PM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: PAC/Bank Rejection – ROCHUS, PATRECIA / 345000268

Hello

Please be advised that the purchase placed September 16th, 2024 in the amount of $50, was returned by the bank as “NSF”.

The corresponding purchase has been reversed in the RRSP.

If needed, please confirm if the PAC on this policy should be stopped.

To make up for this PAC, kindly submit a new cheque/one-time EFT form along with a subsequent premium paperwork to be processed, current-dated.

Thank you


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.
Tomas Cuberos
Client Service Specialist
Canadian Operations – Wealth
Phone: (519)931-5112 tomas.cuberos@canadalife.com<mailto:tomas.cuberos@canadalife.com>


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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2024-10-07T13:50:27.000+0000,False,False,0055o0000023J7GAAU,2024-10-07T13:37:46.000+0000,0050A000000HoslQAC,2024-10-08T15:53:44.000+0000,0050A000001TA3IQAW,2024-10-08T15:53:44.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000023J7GAAU,,,,,,,1.0,0.0,0.0,,False,542.0
500OH00000L3Xg7YAF,False,,14543846,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000G3A88YAF,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,Insurance,012OH00000000WHYAY,Closed,Field Required,Email,,FW: [EXT] Quadrus account,Medium,"From: Nadine Wagner <gnwagnerfamily@gmail.com>
Sent: Monday, September 23, 2024 7:50 AM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: [EXT] Quadrus account

Good Morning, I am touching base regarding our account now with you , Canada Life. I would like to see where we are in funds with you presently & perhaps what we need to do , if anything. Both my Husband & myself were with Canada life

Good Morning,

I am touching base regarding our account now with you , Canada Life. I would like to see where we are in funds with you presently & perhaps what we need to do , if anything. Both my Husband & myself were with Canada life & with changes in our ife at present we've only just now had the time to loom into this,

Our full names :

1.) Nadine  Elizabeth Wagner / Yorkton Sk
My Husbands full name is
2.) Gary Allen Wagner            /Yorkton  Sk.

Id like to request  each of our latest statements be emailed & if I could contact someone about these .

Thanks So much

Sincerely

Nadine Wagner
&
Gary Wagner",True,2024-10-07T16:39:29.000+0000,False,False,0055o0000023J7GAAU,2024-10-07T14:24:19.000+0000,0050A000000HoslQAC,2024-10-08T16:56:07.000+0000,0050A000001TA3IQAW,2024-10-08T16:56:07.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000023J7GAAU,,,,,,,1.0,0.0,0.0,,False,542.0
500OH00000L3tS5YAJ,False,,14545044,0030A000004xAFBQA2,0010A000005iYKNQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - General (plan rundown),Medium,,True,2024-10-07T15:12:26.000+0000,False,False,005OH000004jhOlYAI,2024-10-07T14:46:41.000+0000,005OH000004jhOlYAI,2024-10-07T15:12:26.000+0000,005OH000004jhOlYAI,2024-10-07T15:12:26.000+0000,(506)888-9874,,jmgauvinassurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004jhOlYAI,,,,,,,0.0,0.0,0.0,,False,542.0
500OH00000LFwFlYAL,False,,14625014,003G0000018f6WGIAY,0010A000002wOSwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2026-02-23T20:54:48.000+0000,False,False,005OH000003xyb7YAA,2024-10-09T20:25:34.000+0000,005OH000003xyb7YAA,2026-02-23T20:54:48.000+0000,005OH000003xyb7YAA,2026-02-23T20:54:48.000+0000,(705)360-5555,(705) 365-8127,danielle.genier@genierfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003xyb7YAA,,,,,,,0.0,0.0,0.0,,False,540.0
500OH00000Lsyb2YAB,False,,14833661,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Routine,Medium,,True,2024-10-21T22:24:17.000+0000,False,False,0050A000001u8V9QAI,2024-10-21T21:59:54.000+0000,0050A000001u8V9QAI,2024-10-21T22:24:17.000+0000,0050A000001u8V9QAI,2024-10-21T22:24:17.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001u8V9QAI,,,,,,,0.0,0.0,0.0,,False,528.0
500OH00000MdKDWYA3,False,,15093077,003OH00000GUO28YAH,001OH00000KRjYnYAL,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Plan # - SIM -,Medium,,True,2024-11-01T19:36:13.000+0000,False,False,005OH000000VEwRYAW,2024-11-01T19:36:13.000+0000,005OH000000VEwRYAW,2024-11-01T19:36:13.000+0000,005OH000000VEwRYAW,2024-11-01T19:36:13.000+0000,(418)473-3730,,jackson.sim@jsservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000VEwRYAW,,,,,,,0.0,0.0,0.0,,False,517.0
500OH00000NAEcOYAX,False,,15281676,0030A0000029efgQAA,001OH00000BSBVQYA5,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,Email,,Complex Case,Medium,"peu de chance pour l'instant, tant que l'assurer n'achètera pas l'entreprise familiale, on ne peut justifier le besoin pour l'instant",False,,False,False,00516000007QT22AAG,2024-11-11T21:22:38.000+0000,00516000007QT22AAG,2024-11-11T21:22:38.000+0000,00516000007QT22AAG,2024-11-11T21:22:38.000+0000,(514)833-3826,,evan@lfscanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007QT22AAG,,,,,,,0.0,0.0,0.0,,False,507.0
500OH00000NPmQrYAL,False,,15390006,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000I8AJDYA3,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,Mutual Fund,012OH00000000WHYAY,Closed,Voicemail/callback,Email,,voicemail received,High,"________________________________
From: VM2Text@telus.com <VM2Text@telus.com>
Sent: Friday, November 15, 2024 11:24:27 AM (UTC-05:00) Eastern Time (US & Canada)
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: [EXT] Voice Message from JOHANNE THIBERT--CVP_11_6_1_0_1_0_454 (4504547646) on 11-15-24 11:23 AM for GWLIFSC

EVM Voice Message from JOHANNE THIBERT--CVP_11_6_1_0_1_0_454 (4504547646) on 11-15-24 11: 23 AM (7 second msg) MESSAGE: "" Is you have a super clean up trying to get thing that will get them signed cap six to skip this month's only. "" There are

Voice Message from JOHANNE THIBERT--CVP_11_6_1_0_1_0_454 (4504547646) on 11-15-24 11:23 AM (7 second msg)
MESSAGE:
"" Is you have a super clean up trying to get thing that will get them signed cap six to skip this month's only.""

There are 0 new and 0 old messages in your mailbox.",True,2025-01-15T14:08:44.000+0000,False,False,0055o0000023J7GAAU,2024-11-15T16:24:50.000+0000,0050A000000HoslQAC,2025-09-09T17:55:43.000+0000,0055o0000023J7GAAU,2025-09-09T17:55:43.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000023J7GAAU,,,,,,,1.0,0.0,0.0,,False,503.0
500OH00000Nc5PdYAJ,False,,15469072,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000IIm74YAD,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,,012OH00000000WHYAY,New,Field Required,Email,,FW: ACTION REQUIRED-Strategic Charitable Giving Foundation Paperwork Requirement.,Medium,"From: Mayo, Corinne <Corinne.Mayo@canadalife.com>
Sent: November 19, 2024 10:29 AM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Cc: Mayo, Corinne <Corinne.Mayo@canadalife.com>
Subject: ACTION REQUIRED-Strategic Charitable Giving Foundation Paperwork Requirement.
Importance: High

Hello,

Recent reviews of the Strategic Charitable Giving Foundation (SCGF) accounts identified a regulatory non-compliance risk with requirements under section under section 135 (2) of the Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations (PCMLTFR).  Canada Life's CAMLO team determined that the account donor must complete the Identification of a third-party form (46-9998)<https://www.acp.canadalife.com/content/dam/advisors/secure/documents/forms/wealth/english/adsl/46-9998.pdf> for all SCGF accounts, including accounts opened prior to this requirement being communicated.
Please forward the completed third party form for the following plan(s):

510525066

This form is required to comply with Canada Life's AML/ATF program and legislative requirements under the PCMLTFR. Failure to do so could result in FINTRAC fines. Kindly completed the third-party form and forward to processing@canadalife.com<mailto:processing@canadalife.com> by <60 days from date of email>

Thank you,

Corinne Mayo, ACS
Team Coordinator | Canada Operations
Quadrus Service & Admin
corinne.mayo@canadalife.com<mailto:corinne.mayo@canadalife.com> | Phone: (226) 316-1798

IMPORTANT 2024 PROCESSING DATES :

REGISTERED INVESTMENT ROLLOVERS DUE -- DECEMBER 01, 2024
EDUCATION PLAN CONTRIBUTION DEADLINE -- DECEMBER 31, 2024

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We care about our clients' privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy<https://www.canadalife.com/privacy.html>. If this email wasn't meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can't guarantee this email is virus free and take no responsibility for loss or damage.",False,,False,False,0055o000001skbpAAA,2024-11-19T19:02:40.000+0000,0050A000000HoslQAC,2025-01-22T18:16:49.000+0000,0055o0000021faaAAA,2025-01-22T18:16:49.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001skbpAAA,,,,,,,1.0,0.0,0.0,,False,499.0
500OH00000NgmvrYAB,False,,15506717,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000IN7UhYAL,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,,012OH00000000WHYAY,New,Field Required,Email,,FW: ACTION REQUIRED-Strategic Charitable Giving Foundation Paperwork Requirement.,Medium,"From: Hutton, Leanne <Leanne.Hutton@canadalife.com>
Sent: November 18, 2024 1:33 PM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Cc: Radha, Kavinila <Kavinila.Radha@canadalife.com>
Subject: RE: ACTION REQUIRED-Strategic Charitable Giving Foundation Paperwork Requirement.

Good afternoon,

Cases will need to be created for all of these IC plans/clients.

Thanks,

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Leanne Hutton (she/her)
Sales Support Manager, Financial Solutions Centre
Advisory Network
Phone: 226-270-9258
E-mail: leanne.hutton@canadalife.com<mailto:leanne.hutton@canadalife.com>

financialsolutionscentre@canadalife.com<mailto:financialsolutionscentre@canadalife.com> | centredesolutionsfinancieres@canadavie.com<mailto:centredesolutionsfinancieres@canadavie.com> 

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We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

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From: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com<mailto:FinancialSolutionsCentre@canadalife.com>>
Sent: Monday, November 18, 2024 8:51 AM
To: Hutton, Leanne <Leanne.Hutton@canadalife.com<mailto:Leanne.Hutton@canadalife.com>>
Subject: FW: ACTION REQUIRED-Strategic Charitable Giving Foundation Paperwork Requirement.
Importance: High

Hello Leanne,
Please find the below email. Kindly advise the best course of action to take.
Thank you,

Kavinila Radha (she/her)
Operations Support Coordinator
Financial Solutions Centre
Attention: RO 500
255 Dufferin Avenue
London, Ontario N6A 4K1
Kavinila.Radha@canadalife.com<mailto:Kavinila.Radha@canadalife.com> | Toll Free: 1-(888)-999-5374



From: Mayo, Corinne <Corinne.Mayo@canadalife.com<mailto:Corinne.Mayo@canadalife.com>>
Sent: Friday, November 15, 2024 1:30 PM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com<mailto:FinancialSolutionsCentre@canadalife.com>>
Cc: Mayo, Corinne <Corinne.Mayo@canadalife.com<mailto:Corinne.Mayo@canadalife.com>>
Subject: ACTION REQUIRED-Strategic Charitable Giving Foundation Paperwork Requirement.
Importance: High

Hello,

Recent reviews of the Strategic Charitable Giving Foundation (SCGF) accounts identified a regulatory non-compliance risk with requirements under section under section 135 (2) of the Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations (PCMLTFR).  Canada Life’s CAMLO team determined that the account donor must complete the Identification of a third-party form (46-9998)<https://www.acp.canadalife.com/content/dam/advisors/secure/documents/forms/wealth/english/adsl/46-9998.pdf> for all SCGF accounts, including accounts opened prior to this requirement being communicated.
Please forward the completed third party form for the following plan(s):

722772338
547206909
566787081
508028087
508294386
508300855
508731719
508944273
509623131
510229540
510437047
510525246
512073706
538660764
639779394
553315327

This form is required to comply with Canada Life’s AML/ATF program and legislative requirements under the PCMLTFR. Failure to do so could result in FINTRAC fines. Kindly completed the third-party form and forward to processing@canadalife.com<mailto:processing@canadalife.com> by <60 days from date of email>

Thank you,

Corinne Mayo, ACS
Team Coordinator | Canada Operations
Quadrus Service & Admin
corinne.mayo@canadalife.com<mailto:corinne.mayo@canadalife.com> | Phone: (226) 316-1798

IMPORTANT 2024 PROCESSING DATES :

REGISTERED INVESTMENT ROLLOVERS DUE -- DECEMBER 01, 2024
EDUCATION PLAN CONTRIBUTION DEADLINE -- DECEMBER 31, 2024

[CanadaLife_E_TM_rgb-520x180]

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy<https://www.canadalife.com/privacy.html>. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",False,,False,False,0055o000001skbpAAA,2024-11-20T20:34:13.000+0000,0050A000000HoslQAC,2025-01-22T18:16:49.000+0000,0055o0000021faaAAA,2025-01-22T18:16:49.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001skbpAAA,,,,,,,1.0,0.0,0.0,,False,498.0
500OH00000NnoGCYAZ,False,,15554707,0030A0000029eDsQAI,001G000000wjWA6IAM,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,FNS60 corp jumbo case,Low,"See meeting notes.
Work on providing insurance solution based on possible 4-5 years estate freeze being done and want to reallocate 1/3 of investment assets in Holdco (assume only on $65M marketable securities) into life insurance e for tax effective corp ET. Therefore require minimum CSV in the early years and want to compare the NEV
Client already has $10’ in forced par
Redo Fin u/w accelerator cool with the estate freeze $85M tax liability + income replacement + mortgage protection. Total needs app $32M 
Work done:
-redo FU/W tool  to assume estate freezes at around $85M as per Joanny. Calculate freezes tax liability + income replacement + mortgage protection 
-1/3 of $66M reallocate into insurance within 10 or 20 years
Solution 1: reallocate $21M (1/3 of $65M) into EAP pay to 100 with max ADO for 10 years 
Basic coverage $24M, total annual premium $2.1M for 10 years
Solution 2: reallocate $21M into EAP pay to 100 with max ADO for 20 years ($1.05M total annual premium per year), basic coverage $12M
+ UL $10M AI to age 85, leave DB, SGA 3.5% level keep in force pay to age 85",False,,False,False,00516000007QT2IAAW,2024-11-22T16:49:28.000+0000,00516000007QT2IAAW,2024-11-22T16:49:28.000+0000,00516000007QT2IAAW,2024-11-22T16:49:28.000+0000,(604)438-3699,(778) 228-1395,joannylu@crius.ca,(604)438-3690,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,00516000007QT2IAAW,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,496.0
500OH00000NoSjpYAF,False,,15560151,0030A0000029iCNQAY,0010A000002vto2QAA,,,,,,Life,012G00000012AYVIA2,In Progress,Complex Case,In Person,,Her own corporate case,Low,"See meeting notes
Received financial information by email 
Work:
Fin u/w accelerator tool completed 
Total needs 4.5M (need to confirm ave business income is net) in forced $350k
Premium affordability app $150k with ave net business income and liquid assets 
In forced total premium app $30k
Solutions:
-$4M UL AI to age 85 SGA 5% year 1 then 3.5%, level DB, solve level for 15 pay. annual premium $78k
-EAP Max20 equalized total annual premium with some ADO o/s year 16
-EAP pay to 100 equalized total annual premium with some ADO o/s year 16
-Compare NEV
Ordered RPU, will include in MPC for review",False,,False,False,00516000007QT2IAAW,2024-11-22T18:29:29.000+0000,00516000007QT2IAAW,2024-11-22T18:29:29.000+0000,00516000007QT2IAAW,2024-11-22T18:29:29.000+0000,(604)783-0990,(604) 783-0990,shirleyghfc@gmail.com,,,,,,,,,,,Manulife,Manulife,,,0.0,,,0.0,False,,,,,,00516000007QT2IAAW,,,,,,Quotation;Analysis Document,0.0,0.0,0.0,,False,496.0
500OH00000NyvZKYAZ,False,,15627443,0031600002cIySYAA0,0010A000002wOKOQA2,02sOH00000Idxh4YAB,Karlee Vukets,karlee@kvand.co,,,Mutual Fund,012OH00000000WHYAY,Closed,Financial,Email,,[EXT] TIME SENSITIVE | RRSP Redemption,Urgent,"Hello,

Can I please arrange a call for someone to process a $5k (gross) redemption from my RRSP as soon as possible?

Purpose: mortgage payment

Why RRSP vs. TFSA? - because I am on maternity leave so my income is lower than when I put money into my RRSP.  I want to keep my TFSA growing tax-free.

Please have someone call me at (647) 980-2456 as soon as possible or send me the digital paperwork to sign off on this redemption.

Thank you,
Karlee


[A picture containing shape  Description automatically generated]
Karlee Vukets, CFP(r)
P: 647.980.2456  E: karlee@kvand.co<mailto:karlee@kvand.co>
W: https://urldefense.com/v3/__http://www.kvand.co__;!!HMCOyEk!bhJDOCaFxQTI4Ul0tKktQbX_Z1PaXKoHI8qqTLGB6sVru172v32WhfV8BY6JYG9tfu9D_-5hXBdSWBB-pwM_t2nZWozRnebMYEE8$ <https://urldefense.com/v3/__http://www.kvand.co__;!!HMCOyEk!bhJDOCaFxQTI4Ul0tKktQbX_Z1PaXKoHI8qqTLGB6sVru172v32WhfV8BY6JYG9tfu9D_-5hXBdSWBB-pwM_t2nZWozRnebMYEE8$ >
A: 12 Madison Ave, Toronto, ON, M5R 2S1
[cid:image002.png@01DB4003.7980DF10]
We care about our clients' privacy.
Any unauthorized review, distribution or other use of this information is prohibited. If you received this e-mail in error, please contact the sender, then delete and/or destroy this message and all copies.
Also, while our office takes every precaution against viruses, we can't guarantee this email is virus free and take no responsibility for any loss or damage as a result",True,2024-11-26T18:47:49.000+0000,False,False,005OH0000003D8nYAE,2024-11-26T18:03:14.000+0000,0050A000000HoslQAC,2024-11-27T15:53:14.000+0000,0050A000001TA3IQAW,2024-11-27T15:53:14.000+0000,(647)980-2456,(647) 980-2456,karlee@kvand.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000003D8nYAE,,,,,,,1.0,0.0,0.0,,False,492.0
500OH00000ONWPgYAP,False,,15831114,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,,True,2024-12-04T21:14:12.000+0000,False,False,005OH000004E4uIYAS,2024-12-04T21:13:27.000+0000,005OH000004E4uIYAS,2024-12-04T21:14:13.000+0000,005OH000004E4uIYAS,2024-12-04T21:14:13.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,484.0
500OH00000ONXlUYAX,False,,15830134,0030A0000029f3HQAQ,0010A000002w3HCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,,True,2024-12-04T20:54:27.000+0000,False,False,005OH000004E4uIYAS,2024-12-04T20:53:39.000+0000,005OH000004E4uIYAS,2024-12-04T20:54:27.000+0000,005OH000004E4uIYAS,2024-12-04T20:54:27.000+0000,(416)630-4000,,,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,484.0
500OH00000ONcLLYA1,False,,15829904,0035o000006NllBAAS,0015o000006squTAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,,True,2024-12-04T20:51:02.000+0000,False,False,005OH000004E4uIYAS,2024-12-04T20:49:34.000+0000,005OH000004E4uIYAS,2024-12-04T20:51:03.000+0000,005OH000004E4uIYAS,2024-12-04T20:51:03.000+0000,1234445555,,testadvisor@sso.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,484.0
500OH00000ONfFyYAL,False,,15830270,0030A0000029XbrQAE,0010A000002vx8wQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adjustments,Medium,,True,2024-12-04T20:56:50.000+0000,False,False,005OH000004E4uIYAS,2024-12-04T20:55:54.000+0000,005OH000004E4uIYAS,2024-12-04T20:56:51.000+0000,005OH000004E4uIYAS,2024-12-04T20:56:51.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,484.0
500OH00000ONfuJYAT,False,,15831202,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,,True,2024-12-04T21:17:13.000+0000,False,False,005OH000004E4uIYAS,2024-12-04T21:15:17.000+0000,005OH000004E4uIYAS,2024-12-04T21:17:13.000+0000,005OH000004E4uIYAS,2024-12-04T21:17:13.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,484.0
500OH00000ONgLkYAL,False,,15831401,0030A0000029f3HQAQ,0010A000002w3HCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,,True,2024-12-04T21:20:38.000+0000,False,False,005OH000004E4uIYAS,2024-12-04T21:19:21.000+0000,005OH000004E4uIYAS,2024-12-04T21:20:38.000+0000,005OH000004E4uIYAS,2024-12-04T21:20:38.000+0000,(416)630-4000,,,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,484.0
500OH00000ONggfYAD,False,,15830476,0030A0000029f3HQAQ,0010A000002w3HCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adjustments,Medium,,True,2024-12-04T21:00:57.000+0000,False,False,005OH000004E4uIYAS,2024-12-04T21:00:08.000+0000,005OH000004E4uIYAS,2024-12-04T21:00:57.000+0000,005OH000004E4uIYAS,2024-12-04T21:00:57.000+0000,(416)630-4000,,,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,484.0
500OH00000ONjrUYAT,False,,15831563,0030A0000029XaHQAU,0010A000002vx7qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,,True,2024-12-04T21:22:59.000+0000,False,False,005OH000004E4uIYAS,2024-12-04T21:22:29.000+0000,005OH000004E4uIYAS,2024-12-04T21:22:59.000+0000,005OH000004E4uIYAS,2024-12-04T21:22:59.000+0000,(514)376-7771,,eliot@finvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,484.0
500OH00000OVo17YAD,False,,15898066,0030A0000029f3HQAQ,0010A000002w3HCQAY,,,vandana.gopalakrishna@canadalife.com,,,,012OH000000ijW5YAI,Closed,,Email,,Test email - ENGLISH,Medium,"Pumpkin

Thanks!

Regards,
Vandana",True,2024-12-07T07:26:28.000+0000,False,False,005OH000004E4uIYAS,2024-12-07T07:17:07.000+0000,005OH000003pdnBYAQ,2024-12-07T17:59:48.000+0000,0050A000001TA3IQAW,2024-12-07T17:59:48.000+0000,(416)630-4000,,,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,1.0,0.0,0.0,,False,481.0
500OH00000OZSF4YAP,False,,15908017,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2024-12-09T15:33:50.000+0000,False,False,005OH000006uYrkYAE,2024-12-09T15:28:51.000+0000,005OH000006uYrkYAE,2024-12-09T15:33:50.000+0000,005OH000006uYrkYAE,2024-12-09T15:33:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,479.0
500OH00000OZoXKYA1,False,,15914348,0030A000006UePDQA0,0010A000007GAlXQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2024-12-09T17:07:30.000+0000,False,False,005OH000006uYrrYAE,2024-12-09T16:54:56.000+0000,005OH000006uYrrYAE,2024-12-09T17:07:47.000+0000,005OH000006uYrrYAE,2024-12-09T17:07:47.000+0000,(905)728-6956,,bmscanga@hgiandcompany.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrrYAE,,,,,,,0.0,0.0,0.0,,False,479.0
500OH00000OaXFnYAN,False,,15922529,0030A000003ubP6QAI,0010A000004gopxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,,True,2024-12-09T18:45:40.000+0000,False,False,005OH000006uYrrYAE,2024-12-09T18:36:27.000+0000,005OH000006uYrrYAE,2024-12-09T18:45:40.000+0000,005OH000006uYrrYAE,2024-12-09T18:45:40.000+0000,(902)422-1631,(902) 499-7096,amorash@kpwealth.ca,(902)852-4455,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrrYAE,,,,,,,0.0,0.0,0.0,,False,479.0
500OH00000OabPqYAJ,False,,15921790,0035o000004R4GoAAK,0015o0000050B2MAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,Advisor verbally confirmed with client re: Proof of Banking for CHTFSA Redemption. Sent Advisor BIF to complete and process the redemption using the Stored Banking option for future redemptions - as per August 9th email.,True,2024-12-09T18:35:51.000+0000,False,False,005OH000006uYs2YAE,2024-12-09T18:27:03.000+0000,005OH000006uYs2YAE,2024-12-09T18:35:51.000+0000,005OH000006uYs2YAE,2024-12-09T18:35:51.000+0000,(902)778-2055,(902) 778-2055,isaac@comeauwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,479.0
500OH00000ObEO1YAN,False,,15934877,0035o000007WVKiAAO,0015o000008D01DAAS,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,veut parler à son ASR,Medium,questions transfert,True,2024-12-10T13:47:42.000+0000,False,False,005OH000006uYsAYAU,2024-12-09T21:09:21.000+0000,005OH000006uYsAYAU,2024-12-10T13:47:42.000+0000,005OH000006uYsAYAU,2024-12-10T13:47:42.000+0000,(819)823-0540,,daniel.bernier@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYsAYAU,,,,,,,0.0,0.0,0.0,,False,479.0
500OH00000ObOaKYAV,False,,15934840,0035o000004R4GoAAK,0015o0000050B2MAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,Redemption Verification,True,2024-12-10T14:18:35.000+0000,False,False,005OH000006uYs2YAE,2024-12-09T21:08:53.000+0000,005OH000006uYs2YAE,2024-12-10T14:18:35.000+0000,005OH000006uYs2YAE,2024-12-10T14:18:35.000+0000,(902)778-2055,(902) 778-2055,isaac@comeauwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,479.0
500OH00000OcwTUYAZ,False,,15945013,003G000001wxlFtIAI,0010A000002wT5QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adjustments,Medium,,True,2024-12-10T14:12:40.000+0000,False,False,005OH000006uYrpYAE,2024-12-10T14:06:32.000+0000,005OH000006uYrpYAE,2024-12-10T14:12:40.000+0000,005OH000006uYrpYAE,2024-12-10T14:12:40.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrpYAE,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000Od4IwYAJ,False,,15945446,0035o000007WVHJAA4,0015o000008CzSrAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Income,Medium,veut savoir si peut changer le nom bénéficiaire,True,2024-12-10T14:37:35.000+0000,False,False,005OH000006uYsAYAU,2024-12-10T14:16:52.000+0000,005OH000006uYsAYAU,2024-12-10T14:38:00.000+0000,005OH000006uYsAYAU,2024-12-10T14:38:00.000+0000,(418)548-5624,,gaston@gastonboily.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYsAYAU,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OdDAwYAN,False,,15948053,0035o000007WVHJAA4,0015o000008CzSrAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,question formulaires,True,2024-12-10T15:23:18.000+0000,False,False,005OH000006uYsAYAU,2024-12-10T15:09:01.000+0000,005OH000006uYsAYAU,2024-12-10T15:23:35.000+0000,005OH000006uYsAYAU,2024-12-10T15:23:35.000+0000,(418)548-5624,,gaston@gastonboily.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYsAYAU,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OdEIGYA3,False,,15949970,0035o000007WVKiAAO,0015o000008D01DAAS,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,demande de rappel,Medium,,True,2024-12-10T15:50:01.000+0000,False,False,005OH000006uYsAYAU,2024-12-10T15:39:46.000+0000,005OH000006uYsAYAU,2024-12-10T15:50:01.000+0000,005OH000006uYsAYAU,2024-12-10T15:50:01.000+0000,(819)823-0540,,daniel.bernier@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYsAYAU,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OdIdeYAF,False,,15948968,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,checking extension,True,2024-12-10T21:51:50.000+0000,False,False,005OH000006uYrkYAE,2024-12-10T15:23:52.000+0000,005OH000006uYrkYAE,2024-12-10T21:51:50.000+0000,005OH000006uYrkYAE,2024-12-10T21:51:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OdJkyYAF,False,,15948388,0030A00000CGPkdQAH,0010A00000Cr0qRQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2024-12-10T15:21:20.000+0000,False,False,005OH000006uYrmYAE,2024-12-10T15:14:36.000+0000,005OH000006uYrmYAE,2024-12-10T15:21:20.000+0000,005OH000006uYrmYAE,2024-12-10T15:21:20.000+0000,(581)991-1717X104,(418) 558-5781,mcdesrochers@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrmYAE,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OdQeLYAV,False,,15947945,0030A0000029kptQAA,0010A000002w85NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2024-12-10T15:29:53.000+0000,False,False,005OH000006uYs8YAE,2024-12-10T15:06:36.000+0000,005OH000006uYs8YAE,2024-12-10T15:29:54.000+0000,005OH000006uYs8YAE,2024-12-10T15:29:54.000+0000,(289)698-6153,,alicia_19_anderson@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OeLcfYAF,False,,15964767,003OH00000GeTF0YAN,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2024-12-10T19:45:38.000+0000,False,False,005OH000006uyEEYAY,2024-12-10T19:15:23.000+0000,005OH000006uyEEYAY,2024-12-10T19:45:38.000+0000,005OH000006uyEEYAY,2024-12-10T19:45:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEEYAY,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OeSFyYAN,False,,15965158,,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2024-12-10T19:22:47.000+0000,False,False,005OH000006OnNZYA0,2024-12-10T19:20:51.000+0000,005OH000006OnNZYA0,2024-12-10T19:22:47.000+0000,005OH000006OnNZYA0,2024-12-10T19:22:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006OnNZYA0,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OeVX8YAN,False,,15963212,003G0000018f6vmIAA,0010A000002wOxeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2024-12-10T19:14:30.000+0000,False,False,005OH000006uYs8YAE,2024-12-10T18:53:37.000+0000,005OH000006uYs8YAE,2024-12-10T19:14:30.000+0000,005OH000006uYs8YAE,2024-12-10T19:14:30.000+0000,(604)816-3998,(604) 816-3998,u@chendonglin.ca,(604)438-7799,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OeYhwYAF,False,,15964994,003OH00000GeTF0YAN,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2024-12-10T19:53:21.000+0000,False,False,005OH000006uyEEYAY,2024-12-10T19:18:23.000+0000,005OH000006uyEEYAY,2024-12-10T19:53:21.000+0000,005OH000006uyEEYAY,2024-12-10T19:53:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEEYAY,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OegM8YAJ,False,,15965752,003OH00000GeTF0YAN,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2024-12-10T19:59:19.000+0000,False,False,005OH000006uyEEYAY,2024-12-10T19:29:07.000+0000,005OH000006uyEEYAY,2024-12-10T19:59:19.000+0000,005OH000006uyEEYAY,2024-12-10T19:59:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEEYAY,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OeoGQYAZ,False,,15966637,003OH00000GeTF0YAN,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2024-12-10T19:44:53.000+0000,False,False,005OH000006uyEEYAY,2024-12-10T19:41:29.000+0000,005OH000006uyEEYAY,2024-12-10T19:44:54.000+0000,005OH000006uyEEYAY,2024-12-10T19:44:54.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEEYAY,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OfIhaYAF,False,,15974892,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,assistance with form,True,2024-12-10T22:05:24.000+0000,False,False,005OH000006uYrkYAE,2024-12-10T21:55:51.000+0000,005OH000006uYrkYAE,2024-12-10T22:05:24.000+0000,005OH000006uYrkYAE,2024-12-10T22:05:24.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OfQFGYA3,False,,15974817,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,only left phone number,True,2024-12-10T21:55:12.000+0000,False,False,005OH000006uYrkYAE,2024-12-10T21:53:58.000+0000,005OH000006uYrkYAE,2024-12-10T21:55:12.000+0000,005OH000006uYrkYAE,2024-12-10T21:55:12.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,478.0
500OH00000OhHStYAN,False,,15989721,0030A0000029hfIQAQ,0010A000002w5VdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2024-12-11T16:57:20.000+0000,False,False,005OH000006uYs5YAE,2024-12-11T16:28:58.000+0000,005OH000006uYs5YAE,2024-12-11T16:57:20.000+0000,005OH000006uYs5YAE,2024-12-11T16:57:20.000+0000,(514)212-7332,,paymentmyreille@videotron.ca,(579)720-7332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs5YAE,,,,,,,0.0,0.0,0.0,,False,477.0
500OH00000OiY8FYAV,False,,16006767,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,client is changing AWD instructions on SDRIF and SDOPEn account. reviewed process.,True,2024-12-11T20:55:45.000+0000,False,False,005OH000006uYrkYAE,2024-12-11T20:45:16.000+0000,005OH000006uYrkYAE,2024-12-11T20:55:45.000+0000,005OH000006uYrkYAE,2024-12-11T20:55:45.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,477.0
500OH00000OkWC0YAN,False,,16018674,003G0000018f6rhIAA,0010A000002wOtRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Income,Medium,"CH LIF to SD LIF - cut off date for processing - sending in ppwk monday dec 16, should be good to go.",True,2024-12-12T14:41:25.000+0000,False,False,005OH000006uYrxYAE,2024-12-12T14:34:18.000+0000,005OH000006uYrxYAE,2024-12-12T14:42:38.000+0000,005OH000006uYrxYAE,2024-12-12T14:42:38.000+0000,(902)564-6060,(902) 595-0202,francis@maritimewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrxYAE,,,,,,,0.0,0.0,0.0,,False,476.0
500OH00000OlJ9SYAV,False,,16026505,0030A0000029jnhQAA,0010A000002w7FVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2024-12-12T16:52:37.000+0000,False,False,005OH000006uYrrYAE,2024-12-12T16:49:48.000+0000,005OH000006uYrrYAE,2024-12-12T16:52:37.000+0000,005OH000006uYrrYAE,2024-12-12T16:52:37.000+0000,(613)792-3352X104,(613) 797-4767,javery@averyfinancial.ca,(613)792-3391,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrrYAE,,,,,,,0.0,0.0,0.0,,False,476.0
500OH00000OlJkYYAV,False,,16026680,0030A000003ubP6QAI,0010A000004gopxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,Adjustment - RIF redemption,Medium,Redemption RIF taxes deducted incorrectly.,True,2024-12-12T17:04:57.000+0000,False,False,005OH000006uYrxYAE,2024-12-12T16:52:23.000+0000,005OH000006uYrxYAE,2024-12-12T18:01:39.000+0000,005OH000006uYrxYAE,2024-12-12T18:01:39.000+0000,(902)422-1631,(902) 499-7096,amorash@kpwealth.ca,(902)852-4455,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrxYAE,,,,,,,0.0,0.0,0.0,,False,476.0
500OH00000OlhgRYAR,False,,16035055,0030A0000029VU2QAM,0010A000002vvNDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Project,Medium,BIF Project - Redemption Verification,True,2024-12-12T19:07:57.000+0000,False,False,005OH000006uYs2YAE,2024-12-12T19:01:30.000+0000,005OH000006uYs2YAE,2024-12-12T19:07:57.000+0000,005OH000006uYs2YAE,2024-12-12T19:07:57.000+0000,(780)448-1988,,djrempel@telusplanet.net,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,476.0
500OH00000Om1wuYAB,False,,16039440,003G0000018f6rhIAA,0010A000002wOtRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Income,Medium,Group RRSP CHQ deposit,True,2024-12-12T20:12:55.000+0000,False,False,005OH000006uYrxYAE,2024-12-12T20:06:44.000+0000,005OH000006uYrxYAE,2024-12-12T20:12:56.000+0000,005OH000006uYrxYAE,2024-12-12T20:12:56.000+0000,(902)564-6060,(902) 595-0202,francis@maritimewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrxYAE,,,,,,,0.0,0.0,0.0,,False,476.0
500OH00000Oojk9YAB,False,,16060869,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,voicemail,Medium,"call went to VM. no message left. not sure who called, or what it was concerning.",True,2024-12-13T16:49:46.000+0000,False,False,005OH000006uYrkYAE,2024-12-13T16:47:59.000+0000,005OH000006uYrkYAE,2024-12-13T16:49:46.000+0000,005OH000006uYrkYAE,2024-12-13T16:49:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,475.0
500OH00000Ooz0tYAB,False,,16061567,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,advisor is receiving error message trying to print reports. tried to log out. reset. checked preferences. will continue to try and reach out to support if needed.,True,2024-12-13T17:03:50.000+0000,False,False,005OH000006uYrkYAE,2024-12-13T16:58:57.000+0000,005OH000006uYrkYAE,2024-12-13T17:03:50.000+0000,005OH000006uYrkYAE,2024-12-13T17:03:50.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,475.0
500OH00000OpBICYA3,False,,16064557,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,advisor called unable to access IC. confirmed with team that IC is having intermittent issues,True,2024-12-13T17:55:13.000+0000,False,False,005OH000006uYrkYAE,2024-12-13T17:49:58.000+0000,005OH000006uYrkYAE,2024-12-13T17:55:13.000+0000,005OH000006uYrkYAE,2024-12-13T17:55:13.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,475.0
500OH00000OpDByYAN,False,,16066462,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,advisor wanted to know the deadline for RESP contribution for 2024.,True,2024-12-13T18:26:32.000+0000,False,False,005OH000006uYrkYAE,2024-12-13T18:22:26.000+0000,005OH000006uYrkYAE,2024-12-13T18:26:32.000+0000,005OH000006uYrkYAE,2024-12-13T18:26:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,475.0
500OH00000OpGHsYAN,False,,16066268,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,nobody was on the phone. it was on hold music.,True,2024-12-13T18:20:01.000+0000,False,False,005OH000006uYrkYAE,2024-12-13T18:18:54.000+0000,005OH000006uYrkYAE,2024-12-13T18:20:01.000+0000,005OH000006uYrkYAE,2024-12-13T18:20:02.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,475.0
500OH00000OpMwmYAF,False,,16067666,0035o000005wHcyAAE,0015o000006UAKTAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,,True,2024-12-13T18:50:42.000+0000,False,False,005OH000006uYs8YAE,2024-12-13T18:41:10.000+0000,005OH000006uYs8YAE,2024-12-13T18:50:42.000+0000,005OH000006uYs8YAE,2024-12-13T18:50:42.000+0000,(778)995-1386,,margherita@venetsanosfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,475.0
500OH00000OpaV3YAJ,False,,16069668,003G0000018f6nTIAQ,0010A000002wOpDQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,Redemption Verification,Medium,Message re: BIF Project - Redemption Verification,True,2024-12-13T19:18:21.000+0000,False,False,005OH000006uYs2YAE,2024-12-13T19:12:51.000+0000,005OH000006uYs2YAE,2024-12-13T19:18:21.000+0000,005OH000006uYs2YAE,2024-12-13T19:18:21.000+0000,(519)572-3811,,george@ranisaufinancial.ca,(519)885-9803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,475.0
500OH00000OpyZ1YAJ,False,,16075199,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up.,True,2024-12-13T20:52:06.000+0000,False,False,005OH000006uYrkYAE,2024-12-13T20:50:47.000+0000,005OH000006uYrkYAE,2024-12-13T20:52:07.000+0000,005OH000006uYrkYAE,2024-12-13T20:52:07.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,475.0
500OH00000OvXXtYAN,False,,16110955,0031600002WuRNBAA3,0010A000002wO8cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Project,Medium,BIF Project - Redemption Verification,True,2024-12-16T19:51:28.000+0000,False,False,005OH000006uYs2YAE,2024-12-16T19:48:12.000+0000,005OH000006uYs2YAE,2024-12-16T19:51:29.000+0000,005OH000006uYs2YAE,2024-12-16T19:51:29.000+0000,(905)821-8224,(647) 992-1822,dave@haunnlanders.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,472.0
500OH00000OvbmhYAB,False,,16111300,0031600002WuRNBAA3,0010A000002wO8cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Project,Medium,BIF Project - Redemption Verification,True,2024-12-16T19:54:25.000+0000,False,False,005OH000006uYs2YAE,2024-12-16T19:52:21.000+0000,005OH000006uYs2YAE,2024-12-16T19:54:25.000+0000,005OH000006uYs2YAE,2024-12-16T19:54:25.000+0000,(905)821-8224,(647) 992-1822,dave@haunnlanders.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,472.0
500OH00000OzjXBYAZ,False,,16153814,0035o000006smjNAAQ,0015o000007UXDmAAO,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member lives in QC,True,2024-12-17T21:49:34.000+0000,False,False,0050A0000015X0tQAE,2024-12-17T21:46:12.000+0000,0050A0000015X0tQAE,2024-12-17T21:49:34.000+0000,0050A0000015X0tQAE,2024-12-17T21:49:34.000+0000,(514)623-6323,,prbienne@axpcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A0000015X0tQAE,,,,,,,0.0,0.0,0.0,,False,471.0
500OH00000P1rFFYAZ,False,,16166060,003G000001lDsn1IAC,0010A000002wSyMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2024-12-18T15:58:46.000+0000,False,False,005OH000006uYryYAE,2024-12-18T15:48:01.000+0000,005OH000006uYryYAE,2024-12-18T15:58:47.000+0000,005OH000006uYryYAE,2024-12-18T15:58:47.000+0000,(204) 748-2300,(204) 851-6104,hmccormick@guildinsurance.ca,(204) 748-2340,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYryYAE,,,,,,,0.0,0.0,0.0,,False,470.0
500OH00000P7NuLYAV,False,,16220861,0030A0000029mbfQAA,0010A000002w9auQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Project,Medium,BIF Project - Redemption Verification,True,2024-12-19T22:08:58.000+0000,False,False,005OH000006uYs2YAE,2024-12-19T21:58:22.000+0000,005OH000006uYs2YAE,2024-12-19T22:08:58.000+0000,005OH000006uYs2YAE,2024-12-19T22:08:58.000+0000,(778)995-0908,,alexmayue@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,469.0
500OH00000P87nYYAR,False,,16225121,,0010A000002w9kEQAQ,,,,,,Insurance,012OH00000000WHYAY,Closed,Non-financial,Incoming Call,,Non-financial,Medium,,True,2024-12-20T05:23:38.000+0000,False,False,005OH000004E4uIYAS,2024-12-20T05:19:42.000+0000,005OH000004E4uIYAS,2024-12-20T05:23:38.000+0000,005OH000004E4uIYAS,2024-12-20T05:23:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,469.0
500OH00000P8D4wYAF,False,,16225115,,0010A000002w9kEQAQ,,,,,,Annuity,012OH00000000WHYAY,Closed,Non-financial,Incoming Call,,Non-financial,Medium,,True,2024-12-20T05:14:56.000+0000,False,False,005OH000004E4uIYAS,2024-12-20T05:13:47.000+0000,005OH000004E4uIYAS,2024-12-20T05:14:56.000+0000,005OH000004E4uIYAS,2024-12-20T05:14:56.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,469.0
500OH00000P9FHaYAN,False,,16232771,0030A0000029nL5QAI,0010A000002wADyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Project,Medium,BIF Project - Redemption Verification,True,2024-12-20T16:11:00.000+0000,False,False,005OH000006uYs2YAE,2024-12-20T16:07:18.000+0000,005OH000006uYs2YAE,2024-12-20T16:11:00.000+0000,005OH000006uYs2YAE,2024-12-20T16:11:00.000+0000,(778)868-8533,(778) 868-8533,liberalw@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,468.0
500OH00000P9lPXYAZ,False,,16238128,0030A0000029nL5QAI,0010A000002wADyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Project,Medium,BIF Project  - Redemption Verification,True,2024-12-20T17:51:44.000+0000,False,False,005OH000006uYs2YAE,2024-12-20T17:43:10.000+0000,005OH000006uYs2YAE,2024-12-20T17:51:44.000+0000,005OH000006uYs2YAE,2024-12-20T17:51:44.000+0000,(778)868-8533,(778) 868-8533,liberalw@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,468.0
500OH00000PEOAeYAP,False,,16259446,003G000001IlQyZIAV,0010A000002wSUuQAM,,,,,,,0125o0000004MjyAAE,Closed,,Voicemail,,,Medium,,True,2024-12-23T13:44:23.000+0000,False,False,005OH000003hhRNYAY,2024-12-23T13:37:29.000+0000,005OH000003hhRNYAY,2024-12-23T13:44:23.000+0000,005OH000003hhRNYAY,2024-12-23T13:44:23.000+0000,(506)857-0418,,john@dixonpatterson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,465.0
500OH00000PETJxYAP,False,,16259600,003G000001IlQyZIAV,0010A000002wSUuQAM,,,,,,,0125o0000004MjyAAE,Closed,,Voicemail,,,Medium,,True,2024-12-23T13:45:40.000+0000,False,False,005OH000003hhRNYAY,2024-12-23T13:44:40.000+0000,005OH000003hhRNYAY,2024-12-23T13:45:40.000+0000,005OH000003hhRNYAY,2024-12-23T13:45:40.000+0000,(506)857-0418,,john@dixonpatterson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,465.0
500OH00000PEZSZYA5,False,,16260265,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,IC error,Medium,system error,True,2024-12-23T14:22:45.000+0000,False,False,005OH000006uYrkYAE,2024-12-23T14:09:27.000+0000,005OH000006uYrkYAE,2024-12-23T14:22:45.000+0000,005OH000006uYrkYAE,2024-12-23T14:22:45.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,465.0
500OH00000PEk9XYAT,False,,16262977,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,IC error,Medium,asking if IC is down,True,2024-12-23T15:20:33.000+0000,False,False,005OH000006uYrkYAE,2024-12-23T15:13:34.000+0000,005OH000006uYrkYAE,2024-12-23T15:20:33.000+0000,005OH000006uYrkYAE,2024-12-23T15:20:33.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,465.0
500OH00000PEpNeYAL,False,,16263026,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,fhsa,Medium,advisor asking how to go about doing TFSA transfer and a purchase,True,2024-12-23T15:19:19.000+0000,False,False,005OH000006uYrkYAE,2024-12-23T15:14:20.000+0000,005OH000006uYrkYAE,2024-12-23T15:19:19.000+0000,005OH000006uYrkYAE,2024-12-23T15:19:19.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,465.0
500OH00000PFwYSYA1,False,,16281182,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2024-12-24T16:21:45.000+0000,False,False,005OH000003hhRNYAY,2024-12-23T20:28:22.000+0000,005OH000003hhRNYAY,2024-12-24T16:21:46.000+0000,005OH000003hhRNYAY,2024-12-24T16:21:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,465.0
500OH00000PFyVOYA1,False,,16280692,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member wanted to know if we offer only dental plans. Advised that they are a package. He will call back in the new year if interested in a quote.,True,2024-12-23T20:23:03.000+0000,False,False,005OH000003hhRNYAY,2024-12-23T20:19:26.000+0000,005OH000003hhRNYAY,2024-12-23T20:23:04.000+0000,005OH000003hhRNYAY,2024-12-23T20:23:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,465.0
500OH00000PHGjbYAH,False,,16288903,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Spoke to father. Quoted for IH Selected plans. Sent by email. Member will call back or go through application online.,True,2024-12-24T16:20:38.000+0000,False,False,005OH000003hhRNYAY,2024-12-24T13:50:08.000+0000,005OH000003hhRNYAY,2024-12-24T16:20:38.000+0000,005OH000003hhRNYAY,2024-12-24T16:20:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,464.0
500OH00000PHcSMYA1,False,,16292193,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member was interested in knowing more about single trip travel insurance. Sent Martin Firestone referral by email.,True,2024-12-24T16:18:45.000+0000,False,False,005OH000003hhRNYAY,2024-12-24T16:05:18.000+0000,005OH000003hhRNYAY,2024-12-24T16:18:45.000+0000,005OH000003hhRNYAY,2024-12-24T16:18:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,464.0
500OH00000PMv1HYAT,False,,16322298,,0010A000002w03yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,Plan #59203 -  -,Medium,"PM is looking for IH quote, as he was terminated and won't have coverage.",True,2024-12-27T21:43:57.000+0000,False,False,005160000071dhtAAA,2024-12-27T21:28:35.000+0000,005160000071dhtAAA,2024-12-27T21:43:57.000+0000,005160000071dhtAAA,2024-12-27T21:43:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005160000071dhtAAA,,,,,,,0.0,0.0,0.0,,False,461.0
500OH00000PMyYgYAL,False,,16324114,0035o000005tqTfAAI,0010A000002wOleQAE,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"• She needed to produce a quote but didn't have her password and was getting warnings about lock out.  SRM was out of office, and I didn't get an answer on how could help her so I sent her a quote to deliver to her client until she gets back online.
• Provided support email link on Dec 30th after I get the answer.",True,2024-12-30T19:29:50.000+0000,False,False,0055o0000026yueAAA,2024-12-27T22:37:18.000+0000,0055o0000026yueAAA,2024-12-30T19:29:50.000+0000,0055o0000026yueAAA,2024-12-30T19:29:50.000+0000,(289)237-2769,,emailshilpas@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000026yueAAA,,,,,,,0.0,0.0,0.0,,False,461.0
500OH00000PN6b0YAD,False,,16324303,0035o000005tqTfAAI,0015o000006RkHJAA0,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-06-17T14:19:02.000+0000,False,False,0055o0000026yueAAA,2024-12-27T22:48:22.000+0000,0055o0000026yueAAA,2025-06-17T14:19:02.000+0000,0055o000001vyG5AAI,2025-06-17T14:19:02.000+0000,(289)237-2769,,emailshilpas@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000026yueAAA,,,,,,,0.0,0.0,0.0,,False,461.0
500OH00000PQWNeYAP,False,,16329838,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Question about IMP plan. Transferred to GCCS.,True,2024-12-30T13:22:02.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T13:11:37.000+0000,005OH000003hhRNYAY,2024-12-30T13:22:03.000+0000,005OH000003hhRNYAY,2024-12-30T13:22:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PQwd4YAD,False,,16335564,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Member needed assistance with setting up their MyCLAW. Benefits are not yet active. Provided information and advised to call back as of Jan 1, 2025 if needed additional support.",True,2024-12-30T15:45:43.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T15:30:42.000+0000,005OH000003hhRNYAY,2024-12-30T15:45:44.000+0000,005OH000003hhRNYAY,2024-12-30T15:45:44.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PR4fZYAT,False,,16341120,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Fax number needed.,True,2024-12-30T16:54:34.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T16:49:40.000+0000,005OH000003hhRNYAY,2024-12-30T16:54:34.000+0000,005OH000003hhRNYAY,2024-12-30T16:54:34.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PRNVJYA5,False,,16346630,,0010A000002wAzbQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Eligibility,Medium,KC inq,True,2024-12-30T18:26:23.000+0000,False,False,0050A000000IrF4QAK,2024-12-30T18:04:37.000+0000,0050A000000IrF4QAK,2024-12-30T18:26:23.000+0000,0050A000000IrF4QAK,2024-12-30T18:26:23.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000IrF4QAK,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PRPaJYAX,False,,16346257,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Claims related call. Transferred to GCCS.,True,2024-12-30T18:04:48.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T17:59:41.000+0000,005OH000003hhRNYAY,2024-12-30T18:04:48.000+0000,005OH000003hhRNYAY,2024-12-30T18:04:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PRTZ4YAP,False,,16349260,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member called inquiring on missed appointment. No record of appointment in our system. Sent follow up email with booking link.,True,2024-12-30T18:52:21.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T18:38:39.000+0000,005OH000003hhRNYAY,2024-12-30T18:52:21.000+0000,005OH000003hhRNYAY,2024-12-30T18:52:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PRVkZYAX,False,,16348060,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2024-12-30T18:57:26.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T18:23:07.000+0000,005OH000003hhRNYAY,2024-12-30T18:57:27.000+0000,005OH000003hhRNYAY,2024-12-30T18:57:27.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PRguVYAT,False,,16352431,0030A0000029VMdQAM,0010A000002vvHpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,FA called regarding TFSA to FHSA in kind trnasfer. email sent to TC,True,2024-12-30T19:38:24.000+0000,False,False,005OH000006uYrkYAE,2024-12-30T19:20:06.000+0000,005OH000006uYrkYAE,2024-12-30T19:38:25.000+0000,005OH000006uYrkYAE,2024-12-30T19:38:25.000+0000,(780)902-6905,,michaeldennis@sglpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PRiLEYA1,False,,16349143,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2024-12-30T18:56:57.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T18:37:16.000+0000,005OH000003hhRNYAY,2024-12-30T18:56:57.000+0000,005OH000003hhRNYAY,2024-12-30T18:56:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PRtmuYAD,False,,16352234,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-10T18:17:34.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T19:17:29.000+0000,005OH000003hhRNYAY,2025-01-10T18:17:35.000+0000,005OH000003hhRNYAY,2025-01-10T18:17:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PRuhHYAT,False,,16350999,0030A00000BoCV2QAN,0010A00000COi6MQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,left VM regarding email for FHSA for 2 clients,True,2024-12-30T19:03:18.000+0000,False,False,005OH000006uYrkYAE,2024-12-30T19:01:32.000+0000,005OH000006uYrkYAE,2024-12-30T19:03:19.000+0000,005OH000006uYrkYAE,2024-12-30T19:03:19.000+0000,(519)636-4523,(519) 636-4523,jim@jimjaquith.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PRzSWYA1,False,,16357188,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2024-12-30T20:40:28.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T20:25:44.000+0000,005OH000003hhRNYAY,2024-12-30T20:40:29.000+0000,005OH000003hhRNYAY,2024-12-30T20:40:29.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PS1u4YAD,False,,16354745,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member's mother passed away - wanted to know where to submit the death certificate.,True,2024-12-30T19:56:43.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T19:51:07.000+0000,005OH000003hhRNYAY,2024-12-30T19:56:43.000+0000,005OH000003hhRNYAY,2024-12-30T19:56:43.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PS2QOYA1,False,,16357294,0030A000006wEZTQA2,0010A000007lhaSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,MA will need to contact fund company for A$M code,True,2024-12-30T20:54:25.000+0000,False,False,005OH000006uYrkYAE,2024-12-30T20:27:27.000+0000,005OH000006uYrkYAE,2024-12-30T20:54:25.000+0000,005OH000006uYrkYAE,2024-12-30T20:54:25.000+0000,(778)363-3168,,darcyletendre@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PS8QtYAL,False,,16355691,0035o000005wWM2AAM,0015o000006UQZRAA4,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,Plan #419534 - CASTILLO -,Medium,Member called in wanting to know information on his group policy. Advised coinsurance amount and insurance coverage. Member wanted to opt out of coverage - advised to contact their PA for more information. Transferred to individual life department for more information on his children's policies.,True,2024-12-30T20:19:03.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T20:04:22.000+0000,005OH000003hhRNYAY,2024-12-30T20:19:04.000+0000,005OH000003hhRNYAY,2024-12-30T20:19:04.000+0000,(905)831-3600,(905) 376-2854,yuri.castillo@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PSBF6YAP,False,,16358269,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2024-12-30T21:02:53.000+0000,False,False,005OH000003hhRNYAY,2024-12-30T20:42:24.000+0000,005OH000003hhRNYAY,2024-12-30T21:02:54.000+0000,005OH000003hhRNYAY,2024-12-30T21:02:54.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PSMosYAH,False,,16360363,003G0000020tUqoIAE,0010A000002wT7hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2024-12-30T21:25:09.000+0000,False,False,005OH000006uYs8YAE,2024-12-30T21:16:55.000+0000,005OH000006uYs8YAE,2024-12-30T21:25:10.000+0000,005OH000006uYs8YAE,2024-12-30T21:25:10.000+0000,(905)684-0296,,jfralick@prosimfinancial.ca,(289)362-2047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,458.0
500OH00000PURvdYAH,False,,16374463,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member looking for an IH quote. Province of NB - sent to a licensed HAWC for quote.,True,2024-12-31T16:47:30.000+0000,False,False,005OH000003hhRNYAY,2024-12-31T16:38:05.000+0000,005OH000003hhRNYAY,2024-12-31T16:47:30.000+0000,005OH000003hhRNYAY,2024-12-31T16:47:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,457.0
500OH00000PUYilYAH,False,,16379854,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member is losing his group benefits and was wanting a quote for an IH policy. Member resides in BC. Sent info to a BC licensed HAWC for a call back.,True,2024-12-31T18:56:51.000+0000,False,False,005OH000003hhRNYAY,2024-12-31T18:27:30.000+0000,005OH000003hhRNYAY,2024-12-31T18:56:51.000+0000,005OH000003hhRNYAY,2024-12-31T18:56:51.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,457.0
500OH00000PUZjWYAX,False,,16376027,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,fa called regarding system error while trying to place purchase,True,2024-12-31T17:16:52.000+0000,False,False,005OH000006uYrkYAE,2024-12-31T17:07:21.000+0000,005OH000006uYrkYAE,2024-12-31T17:16:53.000+0000,005OH000006uYrkYAE,2024-12-31T17:16:53.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,457.0
500OH00000PV86BYAT,False,,16383869,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-10T18:17:05.000+0000,False,False,005OH000003hhRNYAY,2024-12-31T19:57:05.000+0000,005OH000003hhRNYAY,2025-01-10T18:17:05.000+0000,005OH000003hhRNYAY,2025-01-10T18:17:05.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,457.0
500OH00000PVMfNYAX,False,,16386083,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member hung up.,True,2025-01-02T13:20:54.000+0000,False,False,005OH000003hhRNYAY,2024-12-31T20:56:36.000+0000,005OH000003hhRNYAY,2025-01-02T13:20:54.000+0000,005OH000003hhRNYAY,2025-01-02T13:20:54.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,457.0
500OH00000PY3l3YAD,False,,16393262,,0015o000008D00cAAC,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Mbr called in to cancel FTC IH application.,True,2025-01-02T14:56:40.000+0000,False,False,0055o0000026iGsAAI,2025-01-02T14:43:48.000+0000,0055o0000026iGsAAI,2025-01-02T15:03:25.000+0000,0055o0000026iGsAAI,2025-01-02T15:03:25.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000026iGsAAI,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PY7SAYA1,False,,16395709,,0010A000002w1BlQAI,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,IH QUOTE,True,2025-01-02T15:38:42.000+0000,False,False,0055o000001fjVGAAY,2025-01-02T15:31:35.000+0000,0055o000001fjVGAAY,2025-01-02T15:56:15.000+0000,0055o000001fjVGAAY,2025-01-02T15:56:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fjVGAAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PYEIKYA5,False,,16395865,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member wanted a quote for IH plan - transferred to a French QC licensed HAWC.,True,2025-01-02T15:51:14.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T15:34:20.000+0000,005OH000003hhRNYAY,2025-01-02T15:51:14.000+0000,005OH000003hhRNYAY,2025-01-02T15:51:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PYIImYAP,False,,16398249,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-02T16:21:09.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T16:14:26.000+0000,005OH000003hhRNYAY,2025-01-02T16:21:09.000+0000,005OH000003hhRNYAY,2025-01-02T16:21:09.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PYNDZYA5,False,,16401456,,0010A00000C0XZwQAN,02sOH00000K5ZhfYAF,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,Annuity,012OH00000000WHYAY,Closed,Field Required,Email,,To be deleted,Medium,"From: Zaple, Fawn <Fawn.Zaple@canadalife.com>
Sent: Thursday, January 2, 2025 7:28 AM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: FW: LOD

Morning – Can we arrange to have a meeting for this client to welcome them to the FSC and explain the welcome package, they seem to have some concerns.

Thank you



Fawn Zaple
Dir Client Experience & Operations, Financial Solutions Centre
Canada Life
Phone: 519-435-4202
E-mail: fawn.zaple@canadalife.com<mailto:fawn.zaple@canadalife.com>

Go paperless and get 24/7 access with My Canada LifeTM
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy<https://www.canadalife.com/privacy.html>. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite<https://www.canadalife.com/fr/confidentialite.html>. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Brown, Christopher <Christopher.Brown@canadalife.com<mailto:Christopher.Brown@canadalife.com>>
Sent: December 31, 2024 4:42 PM
To: Zaple, Fawn <Fawn.Zaple@canadalife.com<mailto:Fawn.Zaple@canadalife.com>>
Subject: FW: LOD

Hi Fawn, Happy New Year!  😊  We’ve just filed this in the client’s file…not sure if you want it or not…Thanks!


From: Warburton, Jeff <Jeff.Warburton@canadalife.com<mailto:Jeff.Warburton@canadalife.com>>
Sent: December 31, 2024 4:24 PM
To: Brown, Christopher <Christopher.Brown@canadalife.com<mailto:Christopher.Brown@canadalife.com>>; Marion, Matthew <Matthew.Marion@canadalife.com<mailto:Matthew.Marion@canadalife.com>>
Subject: LOD

Hey Guys,

I wanted to forward this off as I am a bit unsure of what to do with the letter….

Is there anything to be done with this specifically, or can I just complete and index under correspondence?

Please let me know!

Thank you,

Jeff Warburton (he/his)
Customer Service Specialist  |  Retirement Income
jeff.warburton@canadalife.com<mailto:jeff.warburton@canadalife.com>  |  519-435-4421

[cid:image001.gif@01DB5B9F.FAD89FF0]<https://www.canadalife.com/>

Visit canadalife.com<https://www.canadalife.com/>  Follow us on LinkedIn<https://ca.linkedin.com/company/canada-life> | Facebook<https://www.facebook.com/CanadaLifeCo/> | Instagram<https://www.instagram.com/canadalifeco/> | YouTube<https://www.youtube.com/user/canadalifeca> | X<https://x.com/canadalifeco>
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy<https://www.canadalife.com/privacy.html>. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-01-02T18:34:41.000+0000,False,False,0055o0000023J7GAAU,2025-01-02T17:02:39.000+0000,0050A000000HoslQAC,2025-01-03T16:36:14.000+0000,0050A000001TA3IQAW,2025-01-03T16:36:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000023J7GAAU,,,,,,,1.0,0.0,0.0,,False,455.0
500OH00000PYRfKYAX,False,,16400612,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-02T18:32:18.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T16:50:14.000+0000,005OH000003hhRNYAY,2025-01-02T18:32:18.000+0000,005OH000003hhRNYAY,2025-01-02T18:32:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PYWoiYAH,False,,16400155,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member called in wanting to apply for an HSA for their employee. Transferred to Switchboard.,True,2025-01-02T16:46:59.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T16:43:17.000+0000,005OH000003hhRNYAY,2025-01-02T16:46:59.000+0000,005OH000003hhRNYAY,2025-01-02T16:46:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PYgkqYAD,False,,16402512,003OH00000GeTF0YAN,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Voicemail,,,Medium,,True,2025-01-02T20:57:16.000+0000,False,False,0055o000001tOO4AAM,2025-01-02T17:18:35.000+0000,0055o000001tOO4AAM,2025-01-02T20:57:16.000+0000,0055o000001tOO4AAM,2025-01-02T20:57:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001tOO4AAM,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PYhNdYAL,False,,16406233,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-02T18:31:21.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T18:15:16.000+0000,005OH000003hhRNYAY,2025-01-02T18:31:22.000+0000,005OH000003hhRNYAY,2025-01-02T18:31:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PYqCJYA1,False,,16405377,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-02T18:31:48.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T18:02:02.000+0000,005OH000003hhRNYAY,2025-01-02T18:31:48.000+0000,005OH000003hhRNYAY,2025-01-02T18:31:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PYsvfYAD,False,,16405325,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,follow up on email.,True,2025-01-02T18:02:52.000+0000,False,False,005OH000006uYrkYAE,2025-01-02T18:01:20.000+0000,005OH000006uYrkYAE,2025-01-02T18:21:34.000+0000,005OH000006uYrkYAE,2025-01-02T18:21:34.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PZ20aYAD,False,,16407873,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-02T19:56:54.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T18:38:34.000+0000,005OH000003hhRNYAY,2025-01-02T19:56:54.000+0000,005OH000003hhRNYAY,2025-01-02T19:56:54.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PZ5knYAD,False,,16406994,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-02T18:30:54.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T18:25:52.000+0000,005OH000003hhRNYAY,2025-01-02T18:30:55.000+0000,005OH000003hhRNYAY,2025-01-02T18:30:55.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PZ9GfYAL,False,,16412592,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member had questions about the 150 NEM. Explained FTC coverage and answered questions.,True,2025-01-02T19:56:38.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T19:46:34.000+0000,005OH000003hhRNYAY,2025-01-02T19:56:38.000+0000,005OH000003hhRNYAY,2025-01-02T19:56:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PZE0DYAX,False,,16413381,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-06T20:18:23.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T19:57:36.000+0000,005OH000003hhRNYAY,2025-01-06T20:18:23.000+0000,005OH000003hhRNYAY,2025-01-06T20:18:23.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PZNZkYAP,False,,16416434,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Advisor was wanting more information on whether they could just remove the dental portion of their IH plan. Advised the member to contact us directly.,True,2025-01-02T20:46:35.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T20:42:48.000+0000,005OH000003hhRNYAY,2025-01-02T20:46:35.000+0000,005OH000003hhRNYAY,2025-01-02T20:46:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PZPV2YAP,False,,16414451,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-06T20:18:01.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T20:13:37.000+0000,005OH000003hhRNYAY,2025-01-06T20:18:01.000+0000,005OH000003hhRNYAY,2025-01-06T20:18:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PZQ9MYAX,False,,16413054,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member needed assistance with their claim. Transferred to GCCS.,True,2025-01-02T19:55:58.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T19:53:12.000+0000,005OH000003hhRNYAY,2025-01-02T19:55:58.000+0000,005OH000003hhRNYAY,2025-01-02T19:55:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PZWgFYAX,False,,16416965,0030A0000029mNLQAY,0010A000002w9MzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,,True,2025-01-02T20:58:23.000+0000,False,False,005OH000006uYs8YAE,2025-01-02T20:51:50.000+0000,005OH000006uYs8YAE,2025-01-02T20:58:23.000+0000,005OH000006uYs8YAE,2025-01-02T20:58:23.000+0000,(905)479-7559X260,,mail@ccrgrp.com,(905)479-8059,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PZbKuYAL,False,,16415657,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-06T19:09:37.000+0000,False,False,005OH000003hhRNYAY,2025-01-02T20:31:10.000+0000,005OH000003hhRNYAY,2025-01-06T19:09:37.000+0000,005OH000003hhRNYAY,2025-01-06T19:09:37.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PZkPrYAL,False,,16418481,0035o000003ySL1AAM,0015o000004Zd4iAAC,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,cancel trade,Medium,follow up to VM left.,True,2025-01-02T21:19:04.000+0000,False,False,005OH000006uYrkYAE,2025-01-02T21:17:12.000+0000,005OH000006uYrkYAE,2025-01-02T21:19:05.000+0000,005OH000006uYrkYAE,2025-01-02T21:19:05.000+0000,(604)727-7355,,mike.hughston@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,455.0
500OH00000PbiRuYAJ,False,,16433081,003OH00000AdjE8YAJ,001OH00000CrNNsYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-01-03T16:21:10.000+0000,False,False,005OH000006uYs8YAE,2025-01-03T16:14:10.000+0000,005OH000006uYs8YAE,2025-01-03T16:21:10.000+0000,005OH000006uYs8YAE,2025-01-03T16:21:10.000+0000,(506)271-9325,,mike@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,454.0
500OH00000Pc3GIYAZ,False,,16440843,003G0000018f7TIIAY,0010A000002wPZsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2025-01-03T18:14:55.000+0000,False,False,005OH000006uYs8YAE,2025-01-03T18:07:45.000+0000,005OH000006uYs8YAE,2025-01-03T18:14:55.000+0000,005OH000006uYs8YAE,2025-01-03T18:14:55.000+0000,(613)563-1281,,matt@david-burns.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,454.0
500OH00000Pc9wlYAB,False,,16440472,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Looking for benefits to apply for super visa for her mother,True,2025-01-03T18:05:16.000+0000,False,False,0050A0000015X0tQAE,2025-01-03T18:02:18.000+0000,0050A0000015X0tQAE,2025-01-03T18:05:16.000+0000,0050A0000015X0tQAE,2025-01-03T18:05:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A0000015X0tQAE,,,,,,,0.0,0.0,0.0,,False,454.0
500OH00000PcLppYAF,False,,16442567,003G0000019nDxAIAU,0010A000002wQ8pQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2025-01-03T18:56:00.000+0000,False,False,005OH000006uYs8YAE,2025-01-03T18:33:20.000+0000,005OH000006uYs8YAE,2025-01-03T18:56:00.000+0000,005OH000006uYs8YAE,2025-01-03T18:56:00.000+0000,(204)777-6699,(204) 290-8277,blair@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,454.0
500OH00000PcPwjYAF,False,,16446282,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,wrong number,True,2025-01-03T19:28:02.000+0000,False,False,005OH000006uYrkYAE,2025-01-03T19:26:09.000+0000,005OH000006uYrkYAE,2025-01-03T19:28:03.000+0000,005OH000006uYrkYAE,2025-01-03T19:28:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,454.0
500OH00000Ph4tEYAR,False,,16468322,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member wanted to know if we offer dental only plans.,True,2025-01-06T14:37:16.000+0000,False,False,005OH000003hhRNYAY,2025-01-06T14:35:30.000+0000,005OH000003hhRNYAY,2025-01-06T14:37:16.000+0000,005OH000003hhRNYAY,2025-01-06T14:37:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,451.0
500OH00000PhkSdYAJ,False,,16476414,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Voicemail,,,Medium,,True,2025-01-06T19:09:00.000+0000,False,False,005OH000003hhRNYAY,2025-01-06T16:22:12.000+0000,005OH000003hhRNYAY,2025-01-06T19:09:01.000+0000,005OH000003hhRNYAY,2025-01-06T19:09:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,451.0
500OH00000Pip8WYAR,False,,16494392,003G0000018f7ENIAY,0010A000002wPJAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,,True,2025-01-06T19:50:41.000+0000,False,False,005OH000006uYs8YAE,2025-01-06T19:40:45.000+0000,005OH000006uYs8YAE,2025-01-06T19:50:41.000+0000,005OH000006uYs8YAE,2025-01-06T19:50:41.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,451.0
500OH00000PiriJYAR,False,,16497027,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,request to call back,True,2025-01-06T20:10:47.000+0000,False,False,005OH000006uYrkYAE,2025-01-06T20:09:53.000+0000,005OH000006uYrkYAE,2025-01-06T20:10:47.000+0000,005OH000006uYrkYAE,2025-01-06T20:10:47.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,451.0
500OH00000Piw1vYAB,False,,16496901,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,no message left,Medium,hang up,True,2025-01-06T20:09:45.000+0000,False,False,005OH000006uYrkYAE,2025-01-06T20:08:35.000+0000,005OH000006uYrkYAE,2025-01-06T20:09:45.000+0000,005OH000006uYrkYAE,2025-01-06T20:09:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,451.0
500OH00000Pj20vYAB,False,,16498091,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,field to email me client ID's and plan #'s to confirm min and max amount.,True,2025-01-06T20:25:57.000+0000,False,False,005OH000006uYrkYAE,2025-01-06T20:21:43.000+0000,005OH000006uYrkYAE,2025-01-06T20:25:57.000+0000,005OH000006uYrkYAE,2025-01-06T20:25:57.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,451.0
500OH00000PkwfJYAR,False,,16512153,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Voicemail,,,Medium,,True,2025-01-08T20:25:15.000+0000,False,False,005OH000003hhRNYAY,2025-01-07T13:23:42.000+0000,005OH000003hhRNYAY,2025-01-08T20:25:15.000+0000,005OH000003hhRNYAY,2025-01-08T20:25:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,450.0
500OH00000Pl1rtYAB,False,,16512794,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-07T16:14:52.000+0000,False,False,005OH000003hhRNYAY,2025-01-07T13:46:39.000+0000,005OH000003hhRNYAY,2025-01-07T16:14:52.000+0000,005OH000003hhRNYAY,2025-01-07T16:14:52.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,450.0
500OH00000PlfauYAB,False,,16523661,,0010A000002wSyZQAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,I called PM and phone went to answering machine,True,2025-01-07T16:36:12.000+0000,False,False,0055o000002CZeeAAG,2025-01-07T16:34:24.000+0000,0055o000002CZeeAAG,2025-01-07T16:36:12.000+0000,0055o000002CZeeAAG,2025-01-07T16:36:12.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002CZeeAAG,,,,,,,0.0,0.0,0.0,,False,450.0
500OH00000Pm8TBYAZ,False,,16534326,003G0000018f6zhIAA,0010A000002wP2LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2025-01-07T18:52:34.000+0000,False,False,005OH000006uYs6YAE,2025-01-07T18:44:27.000+0000,005OH000006uYs6YAE,2025-11-15T02:57:11.000+0000,005G0000002h3jmIAA,2025-11-15T02:57:11.000+0000,(514)262-8157,(514) 262-8157,jocelyne.lee@crwfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs6YAE,,,,,,,0.0,0.0,0.0,,False,450.0
500OH00000PmMRJYA3,False,,16537495,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-08T20:25:59.000+0000,False,False,005OH000003hhRNYAY,2025-01-07T19:21:21.000+0000,005OH000003hhRNYAY,2025-01-08T20:25:59.000+0000,005OH000003hhRNYAY,2025-01-08T20:25:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,450.0
500OH00000PmSrfYAF,False,,16533469,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-08T20:25:33.000+0000,False,False,005OH000003hhRNYAY,2025-01-07T18:34:35.000+0000,005OH000003hhRNYAY,2025-01-08T20:25:33.000+0000,005OH000003hhRNYAY,2025-01-08T20:25:33.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,450.0
500OH00000PmX4wYAF,False,,16533982,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Spoke with member's mother. Quoted for Guaranteed plans. Member has diabetes, and wanted to know if CGM Free Style Libre would be covered under plan. Confirmed coverage. Will call back when decided which plan and ready to go through the application.",True,2025-01-07T19:15:18.000+0000,False,False,005OH000003hhRNYAY,2025-01-07T18:40:34.000+0000,005OH000003hhRNYAY,2025-01-07T19:15:19.000+0000,005OH000003hhRNYAY,2025-01-07T19:15:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,450.0
500OH00000PnwkQYAR,False,,16553653,003OH00000KetbpYAB,001OH00000PCqKjYAL,,,meghan@vitalitywealth.ca,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] Transfer for Christopher Lajeunesse / Canada Life RRSP to  Quadrus RRSP,Medium,"Please see attached and process accordingly. Meghan Moore Investment Support Associate meghan@ vitalitywealth. ca | Phone: 604-200-2719 The contents of this communication, including any attachment(s), are confidential and may be privileged. If
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
<https://us-phishalarm-ewt.proofpoint.com/EWT/v1/HMCOyEk!2Oh29y2kXT_8NOTKLwtZhe60I9HbdTmtHwo7shgmmiHbzFmbtwtxbK6D5zfnNk6ISdERa6PpDZrltE6YKAfQx3HgPyC9zkr8oAQP4sjuJpOyBR2nhlABJAThmZUZ_tcox9vavhPZ4Agp9o9ofiUvObrfCw$>
Report Suspicious

ZjQcmQRYFpfptBannerEnd
Please see attached and process accordingly.


Meghan Moore

Investment Support Associate

meghan@vitalitywealth.ca<mailto:meghan@vitalitywealth.ca> <mailto:meghan@vitalitywealth.ca> | Phone: 604-200-2719


[cid:b064967d-9c33-40f4-95ef-e4f9993c2320]

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",True,2025-01-08T14:20:34.000+0000,False,False,005OH000006uYs0YAE,2025-01-07T23:41:20.000+0000,005OH000003pdnBYAQ,2025-01-08T14:20:34.000+0000,005OH000006uYs0YAE,2025-01-08T14:20:34.000+0000,(604)200-2720,,meghan@vitalitywealth.ca,(604)757-3272,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs0YAE,,,,,,,0.0,0.0,0.0,,False,450.0
500OH00000PpBhPYAV,False,,16557270,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member had a question on how to enrol her company in group coverage. Transferred to proper department.,True,2025-01-08T13:57:34.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T13:51:07.000+0000,005OH000003hhRNYAY,2025-01-08T13:57:34.000+0000,005OH000003hhRNYAY,2025-01-08T13:57:34.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PpHN3YAN,False,,16559141,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Termination request received. Last date of policy is January 31 2025. The plan is too expensive for the member and he cannot afford it. Tracked in PDAS.,True,2025-01-08T14:48:39.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T14:33:07.000+0000,005OH000003hhRNYAY,2025-01-08T14:48:40.000+0000,005OH000003hhRNYAY,2025-01-08T14:48:40.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PpP9MYAV,False,,16561452,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-08T20:26:21.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T15:13:32.000+0000,005OH000003hhRNYAY,2025-01-08T20:26:22.000+0000,005OH000003hhRNYAY,2025-01-08T20:26:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PpXJhYAN,False,,16560462,0030A0000029kIxQAI,0010A000002w7ezQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-01-08T15:16:06.000+0000,False,False,0055o0000028InlAAE,2025-01-08T14:57:27.000+0000,0055o0000028InlAAE,2025-01-08T15:16:06.000+0000,0055o0000028InlAAE,2025-01-08T15:16:06.000+0000,(613)783-7855,,,(613)783-7880,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000028InlAAE,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PpfNlYAJ,False,,16564936,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-08T20:26:57.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T16:05:22.000+0000,005OH000003hhRNYAY,2025-01-08T20:26:57.000+0000,005OH000003hhRNYAY,2025-01-08T20:26:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PpfpDYAR,False,,16564902,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-08T20:26:41.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T16:04:53.000+0000,005OH000003hhRNYAY,2025-01-08T20:26:41.000+0000,005OH000003hhRNYAY,2025-01-08T20:26:41.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PphNuYAJ,False,,16563803,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member was inquiring on closing their Freedom at Work small business plan. Transferred to proper department for assistance.,True,2025-01-08T15:53:24.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T15:49:43.000+0000,005OH000003hhRNYAY,2025-01-08T15:53:24.000+0000,005OH000003hhRNYAY,2025-01-08T15:53:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PpxyvYAB,False,,16566165,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Spoke with advisor. Quoted member for Guaranteed plans. Sent information by email.,True,2025-01-08T16:47:13.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T16:21:39.000+0000,005OH000003hhRNYAY,2025-01-08T16:47:14.000+0000,005OH000003hhRNYAY,2025-01-08T16:47:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PqM1JYAV,False,,16573999,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Member wanted to know if fertility treatment would be covered under any of our IH plans.,True,2025-01-08T18:06:34.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T18:02:09.000+0000,005OH000003hhRNYAY,2025-01-08T18:06:34.000+0000,005OH000003hhRNYAY,2025-01-08T18:06:34.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PqXMZYA3,False,,16579389,0030A000004J7QOQA0,001G000000vlcSzIAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-01-08T19:10:41.000+0000,False,False,005OH000000vQG0YAM,2025-01-08T19:09:11.000+0000,005OH000000vQG0YAM,2025-01-08T19:10:42.000+0000,005OH000000vQG0YAM,2025-01-08T19:10:42.000+0000,(709) 726-6570 ext 231,,kmennie@assante.com,(709) 726-3571,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000vQG0YAM,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PqY90YAF,False,,16580614,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-10T18:16:17.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T19:23:53.000+0000,005OH000003hhRNYAY,2025-01-10T18:16:17.000+0000,005OH000003hhRNYAY,2025-01-10T18:16:17.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000Pqdi4YAB,False,,16577660,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,provided number to workspace support,True,2025-01-08T18:50:22.000+0000,False,False,005OH000006uYrkYAE,2025-01-08T18:47:38.000+0000,005OH000006uYrkYAE,2025-01-08T18:50:22.000+0000,005OH000006uYrkYAE,2025-01-08T18:50:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PqgZRYAZ,False,,16577248,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-10T18:14:57.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T18:42:25.000+0000,005OH000003hhRNYAY,2025-01-10T18:14:57.000+0000,005OH000003hhRNYAY,2025-01-10T18:14:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PqhDnYAJ,False,,16578710,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-10T18:15:18.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T19:00:37.000+0000,005OH000003hhRNYAY,2025-01-10T18:15:18.000+0000,005OH000003hhRNYAY,2025-01-10T18:15:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PqhXCYAZ,False,,16579981,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-08T19:23:06.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T19:16:23.000+0000,005OH000003hhRNYAY,2025-01-08T19:23:06.000+0000,005OH000003hhRNYAY,2025-01-08T19:23:06.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PqpWHYAZ,False,,16579362,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Unknown,True,2025-01-16T19:53:41.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T19:08:49.000+0000,005OH000003hhRNYAY,2025-01-16T19:53:42.000+0000,005OH000003hhRNYAY,2025-01-16T19:53:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000Pqq7PYAR,False,,16582882,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-10T18:16:38.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T19:51:22.000+0000,005OH000003hhRNYAY,2025-01-10T18:16:39.000+0000,005OH000003hhRNYAY,2025-01-10T18:16:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000Pr8qmYAB,False,,16587033,0030A0000029g0tQAA,0010A000002w45EQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Enrolment,Medium,"Dental - PDSP enrolment inquiry. 
Submitted Mail Form Requests; PDSP Positive Enrolment Form",True,2025-01-08T20:51:03.000+0000,False,False,005OH000000pUyYYAU,2025-01-08T20:43:20.000+0000,005OH000000pUyYYAU,2025-01-08T20:51:03.000+0000,005OH000000pUyYYAU,2025-01-08T20:51:03.000+0000,(613)887-2621,,sclark@cornerstonewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PrEzMYAV,False,,16586715,0030A0000029itNQAQ,0010A000002w6V4QAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Drugs - Prior Auth drug,Medium,,True,2025-01-08T20:50:50.000+0000,False,False,005OH0000016S7pYAE,2025-01-08T20:39:21.000+0000,005OH0000016S7pYAE,2025-01-08T20:50:51.000+0000,005OH0000016S7pYAE,2025-01-08T20:50:51.000+0000,(604)466-1046,,suzanne@simplifiedfinancial.ca,(604)466-1057,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000016S7pYAE,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PrFSOYA3,False,,16586916,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-10T18:14:35.000+0000,False,False,005OH000003hhRNYAY,2025-01-08T20:41:39.000+0000,005OH000003hhRNYAY,2025-01-10T18:14:35.000+0000,005OH000003hhRNYAY,2025-01-10T18:14:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,449.0
500OH00000PtTe9YAF,False,,16606770,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Unknown,True,2025-01-16T19:53:54.000+0000,False,False,005OH000003hhRNYAY,2025-01-09T16:02:17.000+0000,005OH000003hhRNYAY,2025-01-16T19:53:55.000+0000,005OH000003hhRNYAY,2025-01-16T19:53:55.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,448.0
500OH00000PtsZJYAZ,False,,16611857,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-10T18:15:49.000+0000,False,False,005OH000003hhRNYAY,2025-01-09T17:12:11.000+0000,005OH000003hhRNYAY,2025-01-10T18:15:49.000+0000,005OH000003hhRNYAY,2025-01-10T18:15:49.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,448.0
500OH00000PxvGuYAJ,False,,16658770,0031600002MAcRVAA1,0010A000002wNYxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed email to send new info to. sent email to FO on Dec. 20th. will reach out to ASR to see if they can assist.,True,2025-01-10T18:55:14.000+0000,False,False,005OH000006uYrkYAE,2025-01-10T18:50:16.000+0000,005OH000006uYrkYAE,2025-01-10T18:55:14.000+0000,005OH000006uYrkYAE,2025-01-10T18:55:14.000+0000,(807)221-7435,(807) 221-7435,tara@taramcdonald.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,447.0
500OH00000PxxfDYAR,False,,16659859,0030A0000029lgLQAQ,0010A000002w8nJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,Supported client to set up/access Corporate Account on Investment Summary.,True,2025-01-10T19:25:57.000+0000,False,False,005OH000006uYs2YAE,2025-01-10T19:05:36.000+0000,005OH000006uYs2YAE,2025-01-10T19:25:57.000+0000,005OH000006uYs2YAE,2025-01-10T19:25:57.000+0000,(902)566-4661,,,(902)566-9915,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,447.0
500OH00000Py1hBYAR,False,,16658465,,0010A000002w79yQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-13T15:05:46.000+0000,False,False,005OH000003hhRNYAY,2025-01-10T18:45:53.000+0000,005OH000003hhRNYAY,2025-01-13T15:05:46.000+0000,005OH000003hhRNYAY,2025-01-13T15:05:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,447.0
500OH00000PzSIkYAN,False,,16675342,0030A0000029Ya7QAE,0010A000002vxyQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adjustments,Medium,,True,2025-01-11T05:02:52.000+0000,False,False,005OH000006OnNWYA0,2025-01-11T04:06:46.000+0000,005OH000006OnNWYA0,2025-01-11T05:02:52.000+0000,005OH000006OnNWYA0,2025-01-11T05:02:52.000+0000,(905)940-0380,(416) 985-1441,mary@ws-insurance.com,(905)940-2127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006OnNWYA0,,,,,,,0.0,0.0,0.0,,False,447.0
500OH00000PzWEHYA3,False,,16675325,,0010A000002w9kEQAQ,,,,,,Annuity,012OH00000000WHYAY,Closed,Non-financial,Incoming Call,,Non-financial,Medium,,True,2025-01-11T04:08:09.000+0000,False,False,005OH000004E4uIYAS,2025-01-11T03:57:11.000+0000,005OH000004E4uIYAS,2025-01-11T04:08:09.000+0000,005OH000004E4uIYAS,2025-01-11T04:08:09.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,447.0
500OH00000PzWZFYA3,False,,16675333,,0010A000002w9kEQAQ,,,,,,Annuity,012OH00000000WHYAY,Closed,Non-financial,Incoming Call,,Non-financial,Medium,,True,2025-01-11T04:07:36.000+0000,False,False,005OH000004E4uIYAS,2025-01-11T04:02:37.000+0000,005OH000004E4uIYAS,2025-01-11T04:07:36.000+0000,005OH000004E4uIYAS,2025-01-11T04:07:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,447.0
500OH00000PzXBxYAN,False,,16675344,0030A0000029as0QAA,0010A000002vzvqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,,True,2025-01-11T05:03:22.000+0000,False,False,005OH000006OnNWYA0,2025-01-11T04:08:02.000+0000,005OH000006OnNWYA0,2025-01-11T05:03:22.000+0000,005OH000006OnNWYA0,2025-01-11T05:03:22.000+0000,(819)243-0433,,ian@simplicitefinanciere.ca,(819)243-2626,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006OnNWYA0,,,,,,,0.0,0.0,0.0,,False,447.0
500OH00000PzXn3YAF,False,,16675351,0030A0000029as0QAA,0010A000002vzvqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,,True,2025-01-11T05:02:21.000+0000,False,False,005OH000006OnNWYA0,2025-01-11T04:18:37.000+0000,005OH000006OnNWYA0,2025-01-11T05:02:21.000+0000,005OH000006OnNWYA0,2025-01-11T05:02:21.000+0000,(819)243-0433,,ian@simplicitefinanciere.ca,(819)243-2626,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006OnNWYA0,,,,,,,0.0,0.0,0.0,,False,447.0
500OH00000Q4L8bYAF,False,,16710289,0035o000006OsQUAA0,0015o000006u59LAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Project,Medium,BIF Project - Redemption Verification,True,2025-01-13T20:07:53.000+0000,False,False,005OH000006uYs2YAE,2025-01-13T20:01:06.000+0000,005OH000006uYs2YAE,2025-01-13T20:07:54.000+0000,005OH000006uYs2YAE,2025-01-13T20:07:54.000+0000,(778)636-7999,,graceguo1719@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,444.0
500OH00000Q4OcpYAF,False,,16713164,0031600002G4XqPAAV,0010A000002wNEnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,HEAF,True,2025-01-13T20:49:07.000+0000,False,False,005OH000006uYrkYAE,2025-01-13T20:36:47.000+0000,005OH000006uYrkYAE,2025-01-13T20:49:07.000+0000,005OH000006uYrkYAE,2025-01-13T20:49:07.000+0000,(905)480-0344,(416) 592-0194,karen.mccarrol@lazarwealth.com,(905)480-0328,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,444.0
500OH00000Q4fiNYAR,False,,16713655,0031600002G4XqPAAV,0010A000002wNEnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Inquiry,Medium,asked what it meant; what it was linked to; how to communicate to client. referred to dedicated asr,True,2025-01-13T20:47:41.000+0000,False,False,005OH000006uYrkYAE,2025-01-13T20:42:32.000+0000,005OH000006uYrkYAE,2025-01-13T20:47:42.000+0000,005OH000006uYrkYAE,2025-01-13T20:47:42.000+0000,(905)480-0344,(416) 592-0194,karen.mccarrol@lazarwealth.com,(905)480-0328,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,444.0
500OH00000Q6nvDYAR,False,,16733730,,0010A000002w9kEQAQ,,,,,,Annuity,012OH00000000WHYAY,Closed,Non-financial,Incoming Call,,Non-financial,Medium,,True,2025-01-14T16:19:12.000+0000,False,False,005OH000004E4uIYAS,2025-01-14T16:11:23.000+0000,005OH000004E4uIYAS,2025-01-14T16:19:12.000+0000,005OH000004E4uIYAS,2025-01-14T16:19:12.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004E4uIYAS,,,,,,,0.0,0.0,0.0,,False,443.0
500OH00000Q7rv7YAB,False,,16747536,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,called mackenzie to confirm A$M,True,2025-01-14T19:33:12.000+0000,False,False,005OH000006uYrkYAE,2025-01-14T19:18:14.000+0000,005OH000006uYrkYAE,2025-01-14T19:33:12.000+0000,005OH000006uYrkYAE,2025-01-14T19:33:12.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,443.0
500OH00000QC9IJYA1,False,,16797548,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,unable to find london life US all cap preferred,True,2025-01-15T21:59:02.000+0000,False,False,005OH000006uYrkYAE,2025-01-15T21:55:09.000+0000,005OH000006uYrkYAE,2025-01-15T21:59:02.000+0000,005OH000006uYrkYAE,2025-01-15T21:59:02.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,442.0
500OH00000QDtCfYAL,False,,16808491,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,set up aWD for ipp,True,2025-01-16T15:14:23.000+0000,False,False,005OH000006uYrkYAE,2025-01-16T15:09:16.000+0000,005OH000006uYrkYAE,2025-01-16T15:37:19.000+0000,005OH000006uYrkYAE,2025-01-16T15:37:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,441.0
500OH00000QE3gbYAD,False,,16808493,003G0000018f6yHIAQ,0010A000002wP0vQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,Advisor called re: fax that must be sent to Fidelity immediately. Fax/info sent to Dedicated ASR via email. Following up with Dedicated to confirm receipt.,True,2025-01-16T15:26:17.000+0000,False,False,005OH000006uYs2YAE,2025-01-16T15:09:18.000+0000,005OH000006uYs2YAE,2025-01-16T15:26:17.000+0000,005OH000006uYs2YAE,2025-01-16T15:26:17.000+0000,(905)276-1177,(416) 527-1477,ramsay@ramsaymery.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,441.0
500OH00000QEJVLYA5,False,,16816671,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption,Medium,client will set up AWD but may choose to do a redemption first.,True,2025-01-16T17:25:14.000+0000,False,False,005OH000006uYrkYAE,2025-01-16T17:13:11.000+0000,005OH000006uYrkYAE,2025-01-16T17:25:14.000+0000,005OH000006uYrkYAE,2025-01-16T17:25:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,441.0
500OH00000QFg86YAD,False,,16834371,003G0000019oiX2IAI,001G000000urMvtIAE,02sOH00000Kjqv0YAB,Colleen Holloway,colleen@craftfinancialgroup.ca,,,Insurance,012OH00000000WHYAY,Closed,Non-financial,Email,,Account Statement:  Holloway/christenson Client #568205202,Medium,"Thank you Albina,

Would it be possible to have a portfolio summary with history since inception please?

Thank you,


[Craft Financial Group]
COLLEEN HOLLOWAY
Office Manager
O: 204.346.1406
colleen@craftfinancialgroup.ca<mailto:colleen@craftfinancialgroup.ca>
craftfinancialgroup.ca<https://urldefense.com/v3/__https://craftfinancialgroup.ca__;!!HMCOyEk!Ywa5TO8MpC4bUMT4YigJTy7N_Mm3duHQTwmEExeH8mND7-dBzI19qlWH8EAvnWoslYPvdIEVnWxk0PjGGpJQHsOWtC2T_eCxem3aVW9C3j9kwtY$ >
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From: Financial Solutions Centre Support <financialsolutionscentresupport@canadalife.com<mailto:financialsolutionscentresupport@canadalife.com>>
Date: Thu, Jan 16, 2025, 2:44 p.m.
Subject: Account Statement
To: cmhollowayy@gmail.com<mailto:cmhollowayy@gmail.com> <cmhollowayy@gmail.com<mailto:cmhollowayy@gmail.com>>, christenson@shaw.ca<mailto:christenson@shaw.ca> <christenson@shaw.ca<mailto:christenson@shaw.ca>>

Hi Colleen & Dawn,

Please find attached the recent statement as requested.

Thank you,

Albina Chona

FSC – Advisor Support Associate

Advisor Support Associate, Financial Solutions Centre
Associé au soutien aux conseillers, Centre de solutions financières

financialsolutionscentre@canadalife.com<mailto:financialsolutionscentre@canadalife.com> | centredesolutionsfinancieres@canadavie.com<mailto:centredesolutionsfinancieres@canadavie.com> 

 [https://urldefense.com/v3/__https://lifeco.my.salesforce.com/servlet/servlet.ImageServer?oid=00DG0000000CLUj&esid=018OH00000ODkIg&from=ext__;!!HMCOyEk!Ywa5TO8MpC4bUMT4YigJTy7N_Mm3duHQTwmEExeH8mND7-dBzI19qlWH8EAvnWoslYPvdIEVnWxk0PjGGpJQHsOWtC2T_eCxem3aVW9Ccwjz7L8$ ]",True,2025-01-20T19:20:32.000+0000,False,False,005OH000006uzRxYAI,2025-01-16T21:20:37.000+0000,0050A000000HoslQAC,2025-01-20T19:20:32.000+0000,005OH000006uzRxYAI,2025-01-20T19:20:32.000+0000,(204) 346-1406,,colleen@craftfinancialgroup.ca,(204) 346-5247,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uzRxYAI,,,,,,,1.0,0.0,0.0,,False,441.0
500OH00000QJtugYAD,False,,16877192,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-01-18T16:20:44.000+0000,False,False,005OH000003qSePYAU,2025-01-18T16:20:44.000+0000,005OH000003qSePYAU,2025-01-18T16:20:44.000+0000,005OH000003qSePYAU,2025-01-18T16:20:44.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003qSePYAU,,,,,,,0.0,0.0,0.0,,False,439.0
500OH00000QKEfnYAH,False,,16876613,,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,Plan #502 -  -,Medium,,True,2025-01-18T06:59:39.000+0000,False,False,005OH000006qppQYAQ,2025-01-18T06:50:57.000+0000,005OH000006qppQYAQ,2025-05-24T03:15:03.000+0000,005OH000006qppQYAQ,2025-05-24T03:15:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006qppQYAQ,,,,,,,0.0,0.0,0.0,,False,439.0
500OH00000QN6aUYAT,False,,16884701,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,confirmed fax was received.,True,2025-01-20T15:02:36.000+0000,False,False,005OH000006uYrkYAE,2025-01-20T14:35:05.000+0000,005OH000006uYrkYAE,2025-01-20T15:02:36.000+0000,005OH000006uYrkYAE,2025-01-20T15:02:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,437.0
500OH00000QNqTiYAL,False,,16895636,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,transfer,Medium,VM to call back,True,2025-01-20T17:12:48.000+0000,False,False,005OH000006uYrkYAE,2025-01-20T17:11:41.000+0000,005OH000006uYrkYAE,2025-01-20T17:12:48.000+0000,005OH000006uYrkYAE,2025-01-20T17:12:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,437.0
500OH00000QOEFpYAP,False,,16898139,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,forms for transfer,True,2025-01-20T17:49:48.000+0000,False,False,005OH000006uYrkYAE,2025-01-20T17:44:31.000+0000,005OH000006uYrkYAE,2025-01-20T17:49:48.000+0000,005OH000006uYrkYAE,2025-01-20T17:49:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,437.0
500OH00000QPAGbYAP,False,,16912951,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,call back,Medium,request to call back,True,2025-01-20T20:40:30.000+0000,False,False,005OH000006uYrkYAE,2025-01-20T20:39:32.000+0000,005OH000006uYrkYAE,2025-01-20T20:40:30.000+0000,005OH000006uYrkYAE,2025-01-20T20:40:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,437.0
500OH00000QS7XXYA1,False,,16946505,0030A0000029XqiQAE,0010A000002vxMzQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,memebr had questions about how to change emaila nd had other technical questions,True,2025-01-21T19:11:29.000+0000,False,False,005OH0000009EwbYAE,2025-01-21T18:51:27.000+0000,005OH0000009EwbYAE,2025-01-21T19:11:29.000+0000,005OH0000009EwbYAE,2025-01-21T19:11:29.000+0000,(250)713-7556,(250) 713-7556,dan.stapleton77@gmail.com,(250)585-2090,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,436.0
500OH00000QSMcwYAH,False,,16945626,0031600002BD4f1AAD,0010A000002wN5yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-01-21T18:48:24.000+0000,False,False,005OH000006uYs8YAE,2025-01-21T18:40:20.000+0000,005OH000006uYs8YAE,2025-01-21T18:48:24.000+0000,005OH000006uYs8YAE,2025-01-21T18:48:24.000+0000,(604)685-6521X4325,(604) 740-6487,amanda@threeseasfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,436.0
500OH00000QSgi6YAD,False,,16949964,,0010A000002w9KWQAY,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-01-21T21:35:01.000+0000,False,False,0055o000001fjWAAAY,2025-01-21T19:36:02.000+0000,0055o000001fjWAAAY,2025-01-21T21:35:01.000+0000,0055o000001fjWAAAY,2025-01-21T21:35:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fjWAAAY,,,,,,,0.0,0.0,0.0,,False,436.0
500OH00000QSxnlYAD,False,,16954667,0030A0000029i1KQAQ,0010A000002w5njQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,sent enrollment forms,True,2025-01-21T20:58:29.000+0000,False,False,005OH0000009EwbYAE,2025-01-21T20:37:59.000+0000,005OH0000009EwbYAE,2025-01-21T20:58:29.000+0000,005OH0000009EwbYAE,2025-01-21T20:58:29.000+0000,(514)917-7863,,a.paquin@provieassurances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,436.0
500OH00000QYav0YAD,False,,17008289,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm,Medium,hang up,True,2025-01-23T15:06:18.000+0000,False,False,005OH000006uYrkYAE,2025-01-23T15:05:07.000+0000,005OH000006uYrkYAE,2025-01-23T15:06:18.000+0000,005OH000006uYrkYAE,2025-01-23T15:06:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,434.0
500OH00000QZ4zWYAT,False,,17015401,0031600002bX8EYAA0,0010A000002wOJRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed contact info,True,2025-01-23T16:53:44.000+0000,False,False,005OH000006uYrkYAE,2025-01-23T16:50:41.000+0000,005OH000006uYrkYAE,2025-01-23T16:53:45.000+0000,005OH000006uYrkYAE,2025-01-23T16:53:45.000+0000,(204)291-1087,(204) 291-1087,eddie@kreitzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,434.0
500OH00000QZAOyYAP,False,,17015046,0031600002bX8EYAA0,0010A000002wOJRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,need to confirm email,True,2025-01-23T16:49:20.000+0000,False,False,005OH000006uYrkYAE,2025-01-23T16:45:49.000+0000,005OH000006uYrkYAE,2025-01-23T16:49:20.000+0000,005OH000006uYrkYAE,2025-01-23T16:49:20.000+0000,(204)291-1087,(204) 291-1087,eddie@kreitzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,434.0
500OH00000QZwDSYA1,False,,17026709,0030A0000029WTlQAM,0010A000002vwCKQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Contact transferred,Medium,xfer to Benefits Administrations Solutions (BAS) for enrolment info for Veteran,True,2025-01-23T19:41:29.000+0000,False,False,005OH000000pUyYYAU,2025-01-23T19:33:23.000+0000,005OH000000pUyYYAU,2025-01-23T19:41:29.000+0000,005OH000000pUyYYAU,2025-01-23T19:41:29.000+0000,(905)542-2055,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,434.0
500OH00000QZyVNYA1,False,,17025940,003G0000018f70rIAA,0010A000002wP4CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,Follow up on transfer out,True,2025-01-23T19:49:40.000+0000,False,False,00516000006m9T8AAI,2025-01-23T19:22:42.000+0000,00516000006m9T8AAI,2025-01-23T19:49:40.000+0000,00516000006m9T8AAI,2025-01-23T19:49:40.000+0000,(647)228-6089,(647) 228-6089,david.dorscht@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,434.0
500OH00000Qc5MPYAZ,False,,17046359,,001OH00000HB2EUYA1,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Called left VM and sent email regarding IH booking
This is an MGA Booking, please enter the advisor name that the member entered from the calendar invite into Salesforce as the 'Advisor'. Mailbox Name: CanadaLife_MGA_Crius MGA Name: Crius Financial 
Crius Agent Code
Answer- 22740",True,2025-01-24T15:26:46.000+0000,False,False,0055o000001fjWBAAY,2025-01-24T15:17:45.000+0000,0055o000001fjWBAAY,2025-01-24T15:26:46.000+0000,0055o000001fjWBAAY,2025-01-24T15:26:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fjWBAAY,,,,,,,0.0,0.0,0.0,,False,433.0
500OH00000QdKuYYAV,False,,17064313,0030A000009FtWbQAK,0010A00000AHOV0QAP,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Enrolment,Medium,Surviving spouse eligibility inquiry - referred to  Pension office,True,2025-01-24T19:46:29.000+0000,False,False,005OH000000pUyYYAU,2025-01-24T19:42:31.000+0000,005OH000000pUyYYAU,2025-01-24T19:46:29.000+0000,005OH000000pUyYYAU,2025-01-24T19:46:29.000+0000,(306)359-0776X322,(306) 533-4657,j.werner@leipertfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,433.0
500OH00000QfOiYYAV,False,,17076939,003G000001IkVI6IAN,0010A000002wSTBQA2,,,tim.callaghan@sunlife.com,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] Canada Life Assurance Company Retirement Savings Plan for  Suzanne Bozek - Account # 410863641,Medium,"Please find attached a copy of our mutual client’s RSP statement d/d Dec 11, 2024. The client wishes to transfer this RSP to Sun Life Investment Services (Canada) Inc. Please reply with the correct mailing address and phone # for your back office. 
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Please find attached a copy of our mutual client’s RSP statement d/d Dec 11, 2024.
The client wishes to transfer this RSP to Sun Life Investment Services (Canada) Inc.
Please reply with the correct mailing address and phone # for your back office. I need to prepare a Transfer Authorization with the correct information.
Also, please confirm you will accept an e-signed Transfer Authorization.
Thank you for your assistance. Tim

Tim Callaghan, EPC
Advisor, Sun Life
204A Holborn Drive, Kitchener, ON   N2A 2E8
Cell 705-791-4070
tim.callaghan@sunlife.com<mailto:tim.callaghan@sunlife.com> | www.sunlife.ca/tim.callaghan<https://urldefense.com/v3/__http://www.sunlife.ca/tim.callaghan__;!!HMCOyEk!YtJeUPcxdBeygirW_MqQasZDQXUTm1P-k5QHgKxteKW5gcHxLeWfutcwVdwavEi_lOj8CnquECQ1SiAS7t2HYGz3Edz5bTWvG6hlAA$>


[cid:image001.jpg@01DB6F14.0AF30790]

Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.
Sun Life Assurance Company of Canada is the insurer, and is a member of the Sun Life group of companies.
© Sun Life Assurance Company of Canada, 2024

Respecting your privacy
Our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. We collect, use and disclose your personal information to: develop and deliver the right products and services; enhance your experience and manage our business operations; perform underwriting, administration and claims adjudication; protect against fraud, errors or misrepresentations; tell you about other products and services; and meet legal and security obligations. We collect it directly from you, when you use our products and services, and from other sources. We keep your information confidential and only as long as needed. People who may access it include our employees, distribution partners such as advisors, service providers, reinsurers, or anyone else you authorize. At times, unless we’re prohibited, they may be outside your jurisdiction and your information may be subject to local laws. You can always ask for your information and to correct it if needed. In most cases, you have a right to withdraw your consent, but we may not be able to provide the requested product or service. Read our Global Privacy Statement and local policy at www.sunlife.ca/privacy<https://urldefense.com/v3/__http://www.sunlife.ca/privacy__;!!HMCOyEk!YtJeUPcxdBeygirW_MqQasZDQXUTm1P-k5QHgKxteKW5gcHxLeWfutcwVdwavEi_lOj8CnquECQ1SiAS7t2HYGz3Edz5bTUOduHalQ$> or call us for a copy.

This email was sent by: Tim Callaghan | 204A Holborn Drive, Kitchener, ON N2A 2E8 | Phone: (705) 791-4070 | Email: Tim.Callaghan@sunlife.com
From time to time I may send you information about other financial products and services that may be of interest to you. If you do not wish to receive these additional messages please click unsubscribe<https://urldefense.com/v3/__https://www.sunlife.ca/ma/*webApp/upWebApp?delegate=&advisor=Tim.Callaghan*40sunlife.com&client=contact*40quadrusinvestmentservices.com&lang=en&validateKey=7b4311ce0721eb50d39bd40ee9682dc8__;LyUl!!HMCOyEk!YtJeUPcxdBeygirW_MqQasZDQXUTm1P-k5QHgKxteKW5gcHxLeWfutcwVdwavEi_lOj8CnquECQ1SiAS7t2HYGz3Edz5bTVhTTbZtg$>.
----------------------------------------------------
Ce courriel vous est envoyé par: Tim Callaghan | 204A Holborn Drive, Kitchener, ON N2A 2E8 | tél.: (705) 791-4070 | adresse électronique: Tim.Callaghan@sunlife.com
Il se peut qu'à l'occasion je vous envoie des renseignements sur des produits et des services financiers pouvant vous intéresser. Si vous ne désirez pas recevoir ces autres messages, veuillez cliquer sur Me désabonner<https://urldefense.com/v3/__https://www.sunlife.ca/ma/*webApp/upWebApp?delegate=&advisor=Tim.Callaghan*40sunlife.com&client=contact*40quadrusinvestmentservices.com&lang=fr&validateKey=1a81c0842891033dae90c6789fa3d806__;LyUl!!HMCOyEk!YtJeUPcxdBeygirW_MqQasZDQXUTm1P-k5QHgKxteKW5gcHxLeWfutcwVdwavEi_lOj8CnquECQ1SiAS7t2HYGz3Edz5bTUhjBvPBw$>.

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This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement.",True,2025-01-28T15:13:56.000+0000,False,False,005OH000006uYs0YAE,2025-01-25T15:32:42.000+0000,005OH000003pdnBYAQ,2025-01-28T19:56:42.000+0000,0050A000001TA3IQAW,2025-01-28T19:56:42.000+0000,(705) 737-3552 Ext 2238,(705) 791-4070,tim.callaghan@sunlife.com,(705) 737-3558,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs0YAE,,,,,,,1.0,0.0,0.0,,False,432.0
500OH00000QhzkSYAR,False,,17082808,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,caller wanted to confirm if IS was down.,True,2025-01-27T13:58:47.000+0000,False,False,005OH000006uYrkYAE,2025-01-27T13:56:50.000+0000,005OH000006uYrkYAE,2025-01-27T13:58:47.000+0000,005OH000006uYrkYAE,2025-01-27T13:58:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,430.0
500OH00000QiI7HYAV,False,,17088482,0030A0000029m0bQAA,0010A000002w92ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,IC is not allowing for forms to be printed. MA will email dedicated as may need to connect with support team.,True,2025-01-27T15:36:04.000+0000,False,False,005OH000006uYrkYAE,2025-01-27T15:28:07.000+0000,005OH000006uYrkYAE,2025-01-27T15:36:04.000+0000,005OH000006uYrkYAE,2025-01-27T15:36:04.000+0000,(905) 826-2660,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,430.0
500OH00000QisH4YAJ,False,,17092588,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,unable to generate forms on IC.,True,2025-01-27T16:22:09.000+0000,False,False,005OH000006uYrkYAE,2025-01-27T16:20:05.000+0000,005OH000006uYrkYAE,2025-01-27T16:22:09.000+0000,005OH000006uYrkYAE,2025-01-27T16:22:09.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,430.0
500OH00000Qj14LYAR,False,,17097433,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client wanted to confirm that IS was down.,True,2025-01-27T17:22:06.000+0000,False,False,005OH000006uYrkYAE,2025-01-27T17:18:03.000+0000,005OH000006uYrkYAE,2025-01-27T17:22:06.000+0000,005OH000006uYrkYAE,2025-01-27T17:22:06.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,430.0
500OH00000Qj2EtYAJ,False,,17096994,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client wanted to confirm that IS was down,True,2025-01-27T17:13:32.000+0000,False,False,005OH000006uYrkYAE,2025-01-27T17:12:23.000+0000,005OH000006uYrkYAE,2025-01-27T17:13:32.000+0000,005OH000006uYrkYAE,2025-01-27T17:13:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,430.0
500OH00000QjAyqYAF,False,,17100069,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,MA called opening a joint acct. wanted to confirm that she needed to set up a new CL ID with primary owner and joint owner,True,2025-01-27T17:54:29.000+0000,False,False,005OH000006uYrkYAE,2025-01-27T17:50:27.000+0000,005OH000006uYrkYAE,2025-01-27T17:54:29.000+0000,005OH000006uYrkYAE,2025-01-27T17:54:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,430.0
500OH00000QjCneYAF,False,,17097804,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client is unable to log in,True,2025-01-27T17:24:14.000+0000,False,False,005OH000006uYrkYAE,2025-01-27T17:22:43.000+0000,005OH000006uYrkYAE,2025-01-27T17:24:14.000+0000,005OH000006uYrkYAE,2025-01-27T17:24:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,430.0
500OH00000QjKEvYAN,False,,17099857,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client called to confirm that IS is down.,True,2025-01-27T17:50:16.000+0000,False,False,005OH000006uYrkYAE,2025-01-27T17:47:53.000+0000,005OH000006uYrkYAE,2025-01-27T17:50:16.000+0000,005OH000006uYrkYAE,2025-01-27T17:50:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,430.0
500OH00000QjfmUYAR,False,,17109746,0030A0000029Vr8QAE,0010A000002vvieQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client called to confirm IS is down. suggested that we revise our error message so clients know it's a system issue and not a client error,True,2025-01-27T19:48:29.000+0000,False,False,005OH000006uYrkYAE,2025-01-27T19:44:22.000+0000,005OH000006uYrkYAE,2025-01-27T19:48:29.000+0000,005OH000006uYrkYAE,2025-01-27T19:48:29.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,430.0
500OH00000Qjn7JYAR,False,,17110297,0030A00000BinHPQAZ,0010A00000CJ2rNQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,advisor wanted to confirm IS outage.,True,2025-01-27T19:55:57.000+0000,False,False,005OH000006uYrkYAE,2025-01-27T19:51:21.000+0000,005OH000006uYrkYAE,2025-01-27T19:55:57.000+0000,005OH000006uYrkYAE,2025-01-27T19:55:57.000+0000,(780)993-7070,,jennifer@litwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,430.0
500OH00000QlkDNYAZ,False,,17126612,003G00000282vMgIAI,0010A000002wTD8QAM,,,simon@projectfinancial.ca,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] Internet Access - CONNECT Access Error - No Details,Medium,"Hello there, Client reached out to me this morning regarding the client online portal showing an error message and no accounts/holding details. The account is able to log in, see ""Consolidated balance"" but that's it. When I logged
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Hello there,

Client reached out to me this morning regarding the client online portal showing an error message and no accounts/holding details. The account is able to log in, see ""Consolidated balance"" but that's it. When I logged into my personal accounts I have the same error.

Is this a known error and will this be fixed?

This is the URL: https://quadrus.univeriscloud.com/account/portfolio<https://urldefense.com/v3/__https://quadrus.univeriscloud.com/account/portfolio__;!!HMCOyEk!eCHFlJClfYgH79r27t4xPbWG1GCtfMcTtTVx__ja7_NacvBIpNogkflcyRu_oUdKfjgz2O9lvnrJOJ7XdAfAu5pURqifglj19po8$>


Best Regards,



Simon Elias [cid:8339868e-5678-424a-9d83-d61d403327df]

Toll free: 1 (855) 776 5346

Cell: 416 454 5343
[cid:29ae2ed9-b619-4577-8d65-eaf31ee2dcff]<https://urldefense.com/v3/__http://www.projectfinancial.ca/__;!!HMCOyEk!eCHFlJClfYgH79r27t4xPbWG1GCtfMcTtTVx__ja7_NacvBIpNogkflcyRu_oUdKfjgz2O9lvnrJOJ7XdAfAu5pURqifgl2BGHoJ$>





The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. (Unsubscribe)<mailto:simon@projectfinancial.ca?subject=Unsubscribe>",True,2025-01-28T23:19:06.000+0000,False,False,005OH000006uYrfYAE,2025-01-28T13:56:08.000+0000,005OH000003pdnBYAQ,2025-01-29T17:19:47.000+0000,0050A000001TA3IQAW,2025-01-29T17:19:47.000+0000,(855)776-5346,(416) 454-5343,simon@projectfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrfYAE,,,,,,,1.0,0.0,0.0,,False,429.0
500OH00000QmD0uYAF,False,,17133617,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client wanted to confirm if IS was down,True,2025-01-28T16:05:21.000+0000,False,False,005OH000006uYrkYAE,2025-01-28T16:02:50.000+0000,005OH000006uYrkYAE,2025-01-28T16:05:21.000+0000,005OH000006uYrkYAE,2025-01-28T16:05:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000QmIGbYAN,False,,17130630,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,called to confirm that IS was still down.,True,2025-01-28T15:19:44.000+0000,False,False,005OH000006uYrkYAE,2025-01-28T15:16:49.000+0000,005OH000006uYrkYAE,2025-01-28T15:19:45.000+0000,005OH000006uYrkYAE,2025-01-28T15:19:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000QmjToYAJ,False,,17139871,0030A00000B90wuQAB,0010A00000BjGR2QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,confirmation that IS is down,True,2025-01-28T17:34:43.000+0000,False,False,005OH000006uYrkYAE,2025-01-28T17:31:04.000+0000,005OH000006uYrkYAE,2025-01-28T17:34:43.000+0000,005OH000006uYrkYAE,2025-01-28T17:34:43.000+0000,(204)292-2140,(204) 292-2140,analiza.protacio@alpfinancial.ca,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000QmtMcYAJ,False,,17140290,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client wanted to confirm that IS was down,True,2025-01-28T17:39:04.000+0000,False,False,005OH000006uYrkYAE,2025-01-28T17:37:26.000+0000,005OH000006uYrkYAE,2025-01-28T17:39:04.000+0000,005OH000006uYrkYAE,2025-01-28T17:39:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000Qn65jYAB,False,,17144476,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client called to let us know he cannot log in. explained the system is down.,True,2025-01-28T18:36:03.000+0000,False,False,005OH000006uYrkYAE,2025-01-28T18:34:05.000+0000,005OH000006uYrkYAE,2025-01-28T18:36:03.000+0000,005OH000006uYrkYAE,2025-01-28T18:36:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000QnIPpYAN,False,,17144974,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client called unable to log onto IS. informed client of system outage,True,2025-01-28T18:41:56.000+0000,False,False,005OH000006uYrkYAE,2025-01-28T18:40:27.000+0000,005OH000006uYrkYAE,2025-01-28T18:41:57.000+0000,005OH000006uYrkYAE,2025-01-28T18:41:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000QnJQlYAN,False,,17145678,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client called due to an error on IS. explained system outage.,True,2025-01-28T18:51:22.000+0000,False,False,005OH000006uYrkYAE,2025-01-28T18:49:25.000+0000,005OH000006uYrkYAE,2025-01-28T18:51:22.000+0000,005OH000006uYrkYAE,2025-01-28T18:51:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000QnL5xYAF,False,,17145542,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client called to let us know he cannot log into IS.,True,2025-01-28T18:49:15.000+0000,False,False,005OH000006uYrkYAE,2025-01-28T18:47:34.000+0000,005OH000006uYrkYAE,2025-01-28T18:49:15.000+0000,005OH000006uYrkYAE,2025-01-28T18:49:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000Qnc23YAB,False,,17154329,0035o000004IbR4AAK,0015o000004rnOiAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,IS access issue,True,2025-01-28T20:48:06.000+0000,False,False,005OH000006uYs2YAE,2025-01-28T20:44:51.000+0000,005OH000006uYs2YAE,2025-01-28T20:48:06.000+0000,005OH000006uYs2YAE,2025-01-28T20:48:06.000+0000,(416)234-1768,,joe@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000QnoZTYAZ,False,,17157072,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client called unable to log in since saturday. confirmed it is a system issue.,True,2025-01-28T21:28:39.000+0000,False,False,005OH000006uYrkYAE,2025-01-28T21:26:19.000+0000,005OH000006uYrkYAE,2025-01-28T21:28:39.000+0000,005OH000006uYrkYAE,2025-01-28T21:28:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000QnxOCYAZ,False,,17158812,0030A000005590OQAQ,0010A000005qV8aQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Client request,Medium,"No response by the caller, disconnected the call after  3 min",True,2025-01-28T21:58:53.000+0000,False,False,005OH000000pUyYYAU,2025-01-28T21:56:08.000+0000,005OH000000pUyYYAU,2025-01-28T21:58:53.000+0000,005OH000000pUyYYAU,2025-01-28T21:58:53.000+0000,(819)777-9235X6102,,agentdk.gfh@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000Qo2R6YAJ,False,,17157384,0031600002YxrVlAAJ,0010A000002wOETQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,Advisor called re: address change and statement being sent to old address from the fund company. Confirmed address on file is correct. Requested that the Advisor call MacKenzie to confirm they have the new address on file for future statements.,True,2025-01-28T21:43:32.000+0000,False,False,005OH000006uYs2YAE,2025-01-28T21:31:13.000+0000,005OH000006uYs2YAE,2025-01-28T21:43:32.000+0000,005OH000006uYs2YAE,2025-01-28T21:43:32.000+0000,(902)441-1156,(902) 441-1156,shafin@shafinmahfuz.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,429.0
500OH00000QqGwAYAV,False,,17175180,0031600002N1ykBAAR,0010A000002wNaxQAE,,,craig@cochranfinancialplanning.com,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] RE: Log in issue,Medium,"Hi Michael, My client Udai needs assistance is the email above the right one to respond to technology issues? I know there was an software upgrade recently completed for investment centre, so not sure if they have quite fixed that in terms of
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Hi Michael,

My client Udai needs assistance is the email above the right one to respond to technology issues?

I know there was an software upgrade recently completed for investment centre, so not sure if they have quite fixed that in terms of how it affected those clients using investor view.

Thanks,

Craig Cochran, LLQP

Licensed Investment Representative @ Quadrus Investment Services Ltd. & Insurance Advisor

Insurance and Investments services - Est. 2015

       www.cochranfinancialplanning.com<https://urldefense.com/v3/__http://www.cochranfinancialplanning.com/__;!!HMCOyEk!bbaiGPaxy9ssvKlGQFll-I5-bGWor6q7H5_amgRmA5p0p8NyXfLg2QxbGeZ649RAw4Pl_5E6RaNDprkP2ArgEcV1XDbGTl-xpHBIhZXf$>

       https://calendly.com/craigcochran-financialplanning-planswellpartner/your-b-c-planner-craig<https://urldefense.com/v3/__https://calendly.com/craigcochran-financialplanning-planswellpartner/your-b-c-planner-craig__;!!HMCOyEk!bbaiGPaxy9ssvKlGQFll-I5-bGWor6q7H5_amgRmA5p0p8NyXfLg2QxbGeZ649RAw4Pl_5E6RaNDprkP2ArgEcV1XDbGTl-xpJ5WuDSA$>

Cell: 604-655-6895 (Main Line)

Office: 604-732-1508 x 4388 ; Suite 600 – 1508 West Broadway, Vancouver, BC, V6J 1W8

       craig@cochranfinancialplanning.com

       [cid:image001.jpg@01DB7229.E4B71170]

""The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.""


From: udai singha <udai.singha@yahoo.com>
Sent: January 28, 2025 4:29 PM
To: contact@quadrusinvestmentservices.com
Cc: Craig Cochran <craig@cochranfinancialplanning.com>
Subject: Log in issue


Hi,

I have been facing this issue for almost a week. Every time I log in this error message pops up. Please help me resolve this.

Regards
Udai



[cid:image002.jpg@01DB7229.E4B71170]",True,2025-01-29T20:49:28.000+0000,False,False,005OH000006uYs0YAE,2025-01-29T16:46:20.000+0000,005OH000003pdnBYAQ,2025-01-29T20:49:28.000+0000,005OH000006uYs0YAE,2025-01-29T20:49:28.000+0000,(604)655-6895,(604) 655-6895,craig@cochranfinancialplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs0YAE,,,,,,,0.0,0.0,0.0,,False,428.0
500OH00000QqRBmYAN,False,,17180724,0030A0000029YM1QAM,0010A000002vxnnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund merger/questions,Medium,MA called to get information on DSC fees for client,True,2025-01-29T18:15:49.000+0000,False,False,005OH000006uYrkYAE,2025-01-29T18:08:26.000+0000,005OH000006uYrkYAE,2025-01-29T18:15:49.000+0000,005OH000006uYrkYAE,2025-01-29T18:15:49.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,428.0
500OH00000QqeX4YAJ,False,,17179296,003G0000018f7QzIAI,0010A000002wPXOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,client needed to update address.,True,2025-01-29T17:52:57.000+0000,False,False,005OH000006uYrkYAE,2025-01-29T17:47:37.000+0000,005OH000006uYrkYAE,2025-01-29T17:52:58.000+0000,005OH000006uYrkYAE,2025-01-29T17:52:58.000+0000,(403)252-1752,,bill@brownfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,428.0
500OH00000Qt70JYAR,False,,17202598,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-01-30T13:42:32.000+0000,False,False,005OH000006uYrkYAE,2025-01-30T13:41:33.000+0000,005OH000006uYrkYAE,2025-01-30T13:42:32.000+0000,005OH000006uYrkYAE,2025-01-30T13:42:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,427.0
500OH00000QtbuTYAR,False,,17209994,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"caller wanted to confirm address in London, and asked if someone still worked at that location. could not confirm. provided address.",True,2025-01-30T16:13:10.000+0000,False,False,005OH000006uYrkYAE,2025-01-30T16:10:39.000+0000,005OH000006uYrkYAE,2025-01-30T16:13:10.000+0000,005OH000006uYrkYAE,2025-01-30T16:13:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,427.0
500OH00000Qzk3lYAB,False,,17271674,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,This is for testing purposes,True,2025-02-01T04:36:57.000+0000,False,False,005OH000003qSePYAU,2025-02-01T04:36:57.000+0000,005OH000003qSePYAU,2025-02-01T04:36:57.000+0000,005OH000003qSePYAU,2025-02-01T04:36:57.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003qSePYAU,,,,,,,0.0,0.0,0.0,,False,426.0
500OH00000R36MOYAZ,False,,17280270,003OH000009QsUEYA0,001OH00000BS9V6YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,call to FA to confirm what is required for fund company not in good order.,True,2025-02-03T14:54:12.000+0000,False,False,005OH000006uYrkYAE,2025-02-03T14:48:53.000+0000,005OH000006uYrkYAE,2025-02-03T14:54:12.000+0000,005OH000006uYrkYAE,2025-02-03T14:54:12.000+0000,(902)456-3960,,jack@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R3CriYAF,False,,17282735,0030A0000062vxTQAQ,0010A000006nXD1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,,True,2025-02-03T15:32:16.000+0000,False,False,005OH000006uYs6YAE,2025-02-03T15:28:15.000+0000,005OH000006uYs6YAE,2025-02-03T15:32:16.000+0000,005OH000006uYs6YAE,2025-02-03T15:32:16.000+0000,(438)821-9243,(438) 821-9243,ian.parent@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs6YAE,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R3ig5YAB,False,,17285775,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,client needs to process redemption but does not have ID. form has been sent with daughter to be signed. FA would like to me to process redemption. informed FA that I would add a note to file that form is coming.,True,2025-02-03T16:21:02.000+0000,False,False,005OH000006uYrkYAE,2025-02-03T16:10:17.000+0000,005OH000006uYrkYAE,2025-02-03T16:21:03.000+0000,005OH000006uYrkYAE,2025-02-03T16:21:03.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R3u6CYAR,False,,17290059,0031600002SzG23AAF,0010A000002wNxvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,advisor did not know his challenge word or phrase. unable to provide info,True,2025-02-03T17:15:52.000+0000,False,False,005OH000006uYrkYAE,2025-02-03T17:04:46.000+0000,005OH000006uYrkYAE,2025-02-03T17:15:53.000+0000,005OH000006uYrkYAE,2025-02-03T17:15:53.000+0000,(204)272-9670,(204) 228-8362,jeff.sadowski@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R3vVJYAZ,False,,17293341,003G0000018f6xLIAQ,0010A000002wOzzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"walked FA through acct set up. had specific questions regarding temporary unlocking. provided # for FC, and transferred call to CL.",True,2025-02-03T18:39:11.000+0000,False,False,005OH000006uYrkYAE,2025-02-03T17:48:19.000+0000,005OH000006uYrkYAE,2025-02-03T18:39:11.000+0000,005OH000006uYrkYAE,2025-02-03T18:39:11.000+0000,(709)687-9493,(709) 687-9493,ivan@burtwealthandinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R3yxqYAB,False,,17291509,003OH000004f9hoYAA,001OH000005vQhIYAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,tax,Medium,VM to call back,True,2025-02-03T17:24:31.000+0000,False,False,005OH000006uYrkYAE,2025-02-03T17:23:30.000+0000,005OH000006uYrkYAE,2025-02-03T17:24:31.000+0000,005OH000006uYrkYAE,2025-02-03T17:24:31.000+0000,(647)228-2411,,jessica@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R4W1pYAF,False,,17303011,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm,Medium,called with needing assistance. left # to call back,True,2025-02-03T19:51:34.000+0000,False,False,005OH000006uYrkYAE,2025-02-03T19:50:02.000+0000,005OH000006uYrkYAE,2025-02-03T19:51:34.000+0000,005OH000006uYrkYAE,2025-02-03T19:51:34.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R4pkNYAR,False,,17302860,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-02-03T19:52:16.000+0000,False,False,005OH000006uYrkYAE,2025-02-03T19:47:55.000+0000,005OH000006uYrkYAE,2025-02-03T19:52:16.000+0000,005OH000006uYrkYAE,2025-02-03T19:52:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R4vWQYAZ,False,,17303812,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,FA called to cancel trade in SDOPEn acct,True,2025-02-03T20:16:05.000+0000,False,False,005OH000006uYrkYAE,2025-02-03T20:00:17.000+0000,005OH000006uYrkYAE,2025-02-03T20:16:06.000+0000,005OH000006uYrkYAE,2025-02-03T20:16:06.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R5FRvYAN,False,,17308506,003OH000004f9hoYAA,001OH000005vQhIYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,call with advisor regarding T2030 and T550.,True,2025-02-03T21:05:34.000+0000,False,False,005OH000006uYrkYAE,2025-02-03T21:01:22.000+0000,005OH000006uYrkYAE,2025-02-03T21:05:34.000+0000,005OH000006uYrkYAE,2025-02-03T21:05:34.000+0000,(647)228-2411,,jessica@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R5JliYAF,False,,17311647,003G0000018f6ocIAA,0010A000002wOqMQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Enrolment,Medium,,True,2025-02-03T21:56:53.000+0000,False,False,005OH000000pUyYYAU,2025-02-03T21:54:58.000+0000,005OH000000pUyYYAU,2025-02-03T21:56:53.000+0000,005OH000000pUyYYAU,2025-02-03T21:56:53.000+0000,(416)254-7128,(647) 218-7128,chau.chan@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,423.0
500OH00000R7ETNYA3,False,,17325520,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,follow up call to email sent to ASR.,True,2025-02-04T16:22:19.000+0000,False,False,005OH000006uYrkYAE,2025-02-04T16:01:22.000+0000,005OH000006uYrkYAE,2025-02-04T16:22:19.000+0000,005OH000006uYrkYAE,2025-02-04T16:22:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,422.0
500OH00000R7OywYAF,False,,17323316,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,followed up to VM. left FA message.,True,2025-02-04T15:29:23.000+0000,False,False,005OH000006uYrkYAE,2025-02-04T15:27:39.000+0000,005OH000006uYrkYAE,2025-02-04T15:29:23.000+0000,005OH000006uYrkYAE,2025-02-04T15:29:23.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,422.0
500OH00000R7fzqYAB,False,,17332156,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,provided info on where to find,True,2025-02-07T13:53:16.000+0000,False,False,005OH000006uYrkYAE,2025-02-04T17:37:06.000+0000,005OH000006uYrkYAE,2025-02-07T13:54:31.000+0000,005OH000006uYrkYAE,2025-02-07T13:54:31.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,422.0
500OH00000R7sgsYAB,False,,17330285,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,call to FC to determine what is required for stop payment to be removed on account so redemption can be processed.,True,2025-02-04T17:24:30.000+0000,False,False,005OH000006uYrkYAE,2025-02-04T17:09:11.000+0000,005OH000006uYrkYAE,2025-02-04T17:24:30.000+0000,005OH000006uYrkYAE,2025-02-04T17:24:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,422.0
500OH00000R7zlbYAB,False,,17331927,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,system glitch,True,2025-02-07T13:50:25.000+0000,False,False,005OH000006uYrkYAE,2025-02-04T17:33:35.000+0000,005OH000006uYrkYAE,2025-02-07T13:50:26.000+0000,005OH000006uYrkYAE,2025-02-07T13:50:26.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,422.0
500OH00000R84dHYAR,False,,17337800,0030A00000CVYd8QAH,0010A00000D6WF1QAN,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-02-04T19:20:27.000+0000,False,False,005OH000006uYruYAE,2025-02-04T18:55:30.000+0000,005OH000006uYruYAE,2025-02-04T19:20:27.000+0000,005OH000006uYruYAE,2025-02-04T19:20:27.000+0000,(905)480-0344,(416) 577-4660,tristan.murray@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,422.0
500OH00000R8OKCYA3,False,,17336716,0030A00000ACZDSQA5,0010A00000AlX5LQAV,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Enrolment,Medium,,True,2025-02-04T18:45:40.000+0000,False,False,005OH000000pUyYYAU,2025-02-04T18:40:45.000+0000,005OH000000pUyYYAU,2025-02-04T18:45:40.000+0000,005OH000000pUyYYAU,2025-02-04T18:45:40.000+0000,(647)522-5501,,dkachani@platformfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,422.0
500OH00000R8dvvYAB,False,,17342410,0031600002N29KfAAJ,0010A000002wNbzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,advisor called needing to change email address on IC. provided email of field operations and informed FA to cc dedicated ASR as well,True,2025-02-04T20:01:34.000+0000,False,False,005OH000006uYrkYAE,2025-02-04T19:58:13.000+0000,005OH000006uYrkYAE,2025-02-04T20:01:34.000+0000,005OH000006uYrkYAE,2025-02-04T20:01:34.000+0000,(778)837-8868,(778) 837-8868,dwight@numofinancial.com,(604)337-2908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,422.0
500OH00000R99e7YAB,False,,17349981,0030A00000BmQd2QAF,0011600001pzM13AAE,,,caroline.hupe@carcema.com,,,,01216000001BP8NAAW,Closed,,Email,,- Claim Information  - Plan Member,Medium,"Bonjour, J'ai répondu à votre courriel du 27 janvier (7h10am) le même jour à 20h22. Je n'ai toujours pas reçu de réponse. SVP faire un suivi dès que possible puisque je n'ai pas accès
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Bonjour,

J'ai répondu à votre courriel du 27 janvier (7h10am) le même jour à 20h22. Je n'ai toujours pas reçu de réponse.

SVP faire un suivi dès que possible puisque je n'ai pas accès à mon dossier dentaire pour faire une réclamation.

Toutes les informations demandées sont dans les courriels ou ont été ajoutées en pièce jointe.

Merci

Claudette Hupé Coderre",True,2025-02-04T21:57:09.000+0000,False,False,0055o000002I19tAAC,2025-02-04T21:52:47.000+0000,005OH000003pdnBYAQ,2025-02-05T16:46:47.000+0000,0050A000001TA3IQAW,2025-02-05T16:46:47.000+0000,(514) 764-6700,,caroline.hupe@tatasteelcanada.com,(514) 788-3855,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,1.0,0.0,0.0,,False,422.0
500OH00000RAJUtYAP,False,,17355310,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,sakthivel.kettalkumaran@canadalife.com,,,,012OH000000ijW5YAI,Closed,,Email,,QDS - Pumpkin,Medium,"Hi Sakthivel,

QDS - Pumpkin

Thanks,
Sakthivel Kettal Kumaran",True,2025-02-05T06:50:21.000+0000,False,False,005OH000006OnNZYA0,2025-02-05T06:18:16.000+0000,005OH000003pdnBYAQ,2025-02-05T16:47:29.000+0000,0050A000001TA3IQAW,2025-02-05T16:47:29.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006OnNZYA0,,,,,,,1.0,0.0,0.0,,False,421.0
500OH00000RApHrYAL,False,,17356346,0030A00000CVYd8QAH,0010A00000D6WF1QAN,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-02-05T17:27:27.000+0000,False,False,005OH000006uYruYAE,2025-02-05T13:32:58.000+0000,005OH000006uYruYAE,2025-02-05T17:27:27.000+0000,005OH000006uYruYAE,2025-02-05T17:27:27.000+0000,(905)480-0344,(416) 577-4660,tristan.murray@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,421.0
500OH00000RB6NYYA1,False,,17360200,003G0000018f77gIAA,0010A000002wPB0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,FA called about name change for client. fund is actually a seg fund. transferred call to segs.,True,2025-02-05T15:09:43.000+0000,False,False,005OH000006uYrkYAE,2025-02-05T15:06:33.000+0000,005OH000006uYrkYAE,2025-02-05T15:09:43.000+0000,005OH000006uYrkYAE,2025-02-05T15:09:43.000+0000,(416)254-7128X227,(416) 525-6206,brian.bigman@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,421.0
500OH00000RBI8cYAH,False,,17363329,003G0000018f72NIAQ,0010A000002wP5hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-02-05T16:04:31.000+0000,False,False,005OH000006uYruYAE,2025-02-05T16:00:14.000+0000,005OH000006uYruYAE,2025-02-05T16:04:31.000+0000,005OH000006uYruYAE,2025-02-05T16:04:31.000+0000,(613)967-6060,,mattmawer@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,421.0
500OH00000RBj7EYAT,False,,17367255,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000LbYwJYAV,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,Insurance,012OH00000000WHYAY,Closed,Voicemail/callback,Email,,FW: 1712422 / Julie Elizabeth Toms,Medium,"From: Bush, Keri <Keri.Bush@canadalife.com>
Sent: February 4, 2025 1:41 PM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: FW: 1712422 / Julie Elizabeth Toms

Please handle



Keri Bush (she/her)
AVP  |  Financial Solutions Centre
keri.bush@canadalife.com<mailto:keri.bush@canadalife.com>  |  519-933-6323 (mobile)

 [cid:image002.jpg@01DB770A.5E1D5300]

Visit canadalife.com<https://www.canadalife.com/>  Follow us on LinkedIn<https://ca.linkedin.com/company/canada-life> | Facebook<https://www.facebook.com/CanadaLifeCo/> | Instagram<https://www.instagram.com/canadalifeco/> | YouTube<https://www.youtube.com/user/canadalifeca> | X<https://x.com/canadalifeco>
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We care about our clients' privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy<https://www.canadalife.com/privacy.html>. If this email wasn't meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can't guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite<https://www.canadalife.com/fr/confidentialite.html>. Si le présent courriel ne vous était pas destiné, veuillez m'en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.

From: Churchill, Theresa <Theresa.Churchill@canadalife.com<mailto:Theresa.Churchill@canadalife.com>>
Sent: February 4, 2025 1:08 PM
To: Bush, Keri <Keri.Bush@canadalife.com<mailto:Keri.Bush@canadalife.com>>
Subject: 1712422 / Julie Elizabeth Toms

Hello Keri

Policy Number: 1712422
Policy Owner: Julie Elizabeth Toms

We have received a request to surrender the above-mentioned policy directly from the policyowner.  In the event that you have not been previously notified of the client's intent, we are providing you this time to attempt to conserve this business.

If we have not heard from you by February 11, 2025, we will proceed to surrender the policy.


Thank you,


Theresa Churchill
Senior In-Force Policy Associate | Canada Operations, Life Client Service
Associé Principal - Polices en vigueur | Service à la clientèle assurance vie, Operations Canada.

toll-free/telephone sans frais: 1-844-363-5956
Theresa.Churchill@CanadaLife.com<mailto:Theresa.Churchill@CanadaLife.com>


[A screenshot of a cell phone  Description automatically generated]<https://www.canadalife.com/>

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
We care about our clients' privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy<https://www.canadalife.com/privacy.html>. If this email wasn't meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can't guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite<https://www.canadalife.com/fr/confidentialite.html>. Si le présent courriel ne vous était pas destiné, veuillez m'en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.",True,2025-03-13T13:41:14.000+0000,False,False,0055o000001sqIZAAY,2025-02-05T16:59:01.000+0000,0050A000000HoslQAC,2025-03-13T13:41:14.000+0000,0055o000001sqIZAAY,2025-03-13T13:41:14.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001sqIZAAY,,,,,,,1.0,0.0,0.0,,False,421.0
500OH00000RElFfYAL,False,,17396064,003G0000018f7imIAA,0010A000002wPpAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-02-20T13:30:51.000+0000,False,False,005OH000006uYruYAE,2025-02-06T14:41:14.000+0000,005OH000006uYruYAE,2025-02-20T13:30:51.000+0000,005OH000006uYruYAE,2025-02-20T13:30:52.000+0000,(506)857-9505,,eric@coutureservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,420.0
500OH00000REnixYAD,False,,17396079,0030A0000029l34QAA,0010A000002w8FtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-02-06T14:50:13.000+0000,False,False,005OH000006uYruYAE,2025-02-06T14:41:29.000+0000,005OH000006uYruYAE,2025-02-06T17:55:33.000+0000,005OH000006uYruYAE,2025-02-06T17:55:33.000+0000,(450)261-0243,,ecouture.gfec@gmail.com,(450)252-6292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,420.0
500OH00000REqorYAD,False,,17396448,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,advisor called that he can not print reports. could be a system glitch. will keep trying.,True,2025-02-06T14:57:33.000+0000,False,False,005OH000006uYrkYAE,2025-02-06T14:49:10.000+0000,005OH000006uYrkYAE,2025-02-06T14:57:33.000+0000,005OH000006uYrkYAE,2025-02-06T14:57:33.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,420.0
500OH00000RFd81YAD,False,,17406127,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,provided fees for in kind transfer out.,True,2025-02-06T17:22:51.000+0000,False,False,005OH000006uYrkYAE,2025-02-06T17:19:24.000+0000,005OH000006uYrkYAE,2025-02-06T17:22:51.000+0000,005OH000006uYrkYAE,2025-02-06T17:22:51.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,420.0
500OH00000RFjy9YAD,False,,17406376,0030A00000BLAWjQAP,0010A00000BvbMhQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,following up on transfer out.,True,2025-02-06T17:27:25.000+0000,False,False,005OH000006uYrkYAE,2025-02-06T17:23:17.000+0000,005OH000006uYrkYAE,2025-02-06T17:27:26.000+0000,005OH000006uYrkYAE,2025-02-06T17:27:26.000+0000,(226)268-7258,(226) 268-7258,thomas@shieldfamilyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,420.0
500OH00000RFxzWYAT,False,,17411378,003G0000018f7imIAA,0010A000002wPpAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,,True,2025-03-11T20:34:52.000+0000,False,False,005OH000006uYruYAE,2025-02-06T18:35:38.000+0000,005OH000006uYruYAE,2025-03-11T20:34:52.000+0000,005OH000006uYruYAE,2025-03-11T20:34:52.000+0000,(506)857-9505,,eric@coutureservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,420.0
500OH00000RGkH9YAL,False,,17423912,0030A0000029oxRQAQ,0010A000002wBWVQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Enrolment,Medium,,True,2025-02-06T21:47:27.000+0000,False,False,005OH000000pUyYYAU,2025-02-06T21:46:08.000+0000,005OH000000pUyYYAU,2025-02-06T21:47:27.000+0000,005OH000000pUyYYAU,2025-02-06T21:47:27.000+0000,(416)806-5478,,heather@freed.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,420.0
500OH00000RIuM3YAL,False,,17436466,0030A0000029YwLQAU,0010A000002vyIJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,A$M payment,Medium,FA looking to confirm trade dates etc.,True,2025-02-07T15:54:56.000+0000,False,False,005OH000006uYrkYAE,2025-02-07T15:53:32.000+0000,005OH000006uYrkYAE,2025-02-07T15:54:56.000+0000,005OH000006uYrkYAE,2025-02-07T15:54:56.000+0000,(613)231-7700,,rob@carletonfs.com,(613)231-7744,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,419.0
500OH00000RKTzFYAX,False,,17456883,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,couldn't hear anyone. caller hung up.,True,2025-02-07T21:17:07.000+0000,False,False,005OH000006uYrkYAE,2025-02-07T21:13:21.000+0000,005OH000006uYrkYAE,2025-02-07T21:17:08.000+0000,005OH000006uYrkYAE,2025-02-07T21:17:08.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,419.0
500OH00000RQEuIYAX,False,,17490045,,0010A000002w2n3QAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-02-10T18:56:49.000+0000,False,False,0055o000002CZeeAAG,2025-02-10T18:51:29.000+0000,0055o000002CZeeAAG,2025-02-10T18:56:49.000+0000,0055o000002CZeeAAG,2025-02-10T18:56:49.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002CZeeAAG,,,,,,,0.0,0.0,0.0,,False,416.0
500OH00000RQR5CYAX,False,,17494489,0030A0000029dZ7QAI,0010A000002w24AQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,member called in to confirm devp for spouse what is considered as proof,True,2025-02-10T19:53:30.000+0000,False,False,005OH0000009EwbYAE,2025-02-10T19:43:31.000+0000,005OH0000009EwbYAE,2025-02-10T19:53:30.000+0000,005OH0000009EwbYAE,2025-02-10T19:53:30.000+0000,(613)342-8663,,mcarriere@dlkinsurance.com,(613)342-6329,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,416.0
500OH00000RRhB2YAL,False,,17508209,003G000001IkUyXIAV,0010A000002wSBWQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Contact transferred,Medium,xfer to dental,True,2025-02-11T00:23:22.000+0000,False,False,005OH000000pUyYYAU,2025-02-11T00:22:18.000+0000,005OH000000pUyYYAU,2025-02-11T00:23:22.000+0000,005OH000000pUyYYAU,2025-02-11T00:23:22.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,416.0
500OH00000RT508YAD,False,,17517363,003G0000018f7NhIAI,0010A000002wPTLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,client transferring from SDRSP to annuity plan,True,2025-02-11T16:09:50.000+0000,False,False,005OH000006uYrkYAE,2025-02-11T15:59:19.000+0000,005OH000006uYrkYAE,2025-02-11T16:09:50.000+0000,005OH000006uYrkYAE,2025-02-11T16:09:50.000+0000,(416)254-7128X132,(416) 720-7177,thomas.chau@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,415.0
500OH00000RTLkiYAH,False,,17521180,003G0000018f6dWIAQ,0010A000002wObYQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Project,Medium,BIF Project,True,2025-02-11T17:01:11.000+0000,False,False,005OH000006uYs2YAE,2025-02-11T16:57:30.000+0000,005OH000006uYs2YAE,2025-02-11T17:01:11.000+0000,005OH000006uYs2YAE,2025-02-11T17:01:11.000+0000,(604)833-0348,(604) 833-0348,lynn@lifestyleprotector.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,415.0
500OH00000RTURWYA5,False,,17522137,003G0000018f71sIAA,0010A000002wP5CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Project,Medium,BIF Project,True,2025-02-11T17:16:01.000+0000,False,False,005OH000006uYs2YAE,2025-02-11T17:12:35.000+0000,005OH000006uYs2YAE,2025-02-11T17:16:01.000+0000,005OH000006uYs2YAE,2025-02-11T17:16:01.000+0000,(905)277-1234,(647) 222-1404,trideout@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,415.0
500OH00000RTYoOYAX,False,,17522902,003G0000018f71sIAA,0010A000002wP5CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Project,Medium,BIF Project,True,2025-02-11T17:26:21.000+0000,False,False,005OH000006uYs2YAE,2025-02-11T17:23:55.000+0000,005OH000006uYs2YAE,2025-02-11T17:26:22.000+0000,005OH000006uYs2YAE,2025-02-11T17:26:22.000+0000,(905)277-1234,(647) 222-1404,trideout@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs2YAE,,,,,,,0.0,0.0,0.0,,False,415.0
500OH00000RTiz3YAD,False,,17528043,003OH00000J3TYpYAN,001OH00000NLpOsYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,brian is a seg fund advisor. transferred call to segs.,True,2025-02-11T18:46:02.000+0000,False,False,005OH000006uYrkYAE,2025-02-11T18:38:06.000+0000,005OH000006uYrkYAE,2025-02-11T18:46:03.000+0000,005OH000006uYrkYAE,2025-02-11T18:46:03.000+0000,(613)290-8622,,berwin@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,415.0
500OH00000RU2D2YAL,False,,17532449,0030A0000029jmsQAA,0010A000002w7ElQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Client request,Medium,call disconnected-vpn issue,True,2025-02-11T19:49:03.000+0000,False,False,005OH000000pUyYYAU,2025-02-11T19:37:41.000+0000,005OH000000pUyYYAU,2025-02-11T19:49:04.000+0000,005OH000000pUyYYAU,2025-02-11T19:49:04.000+0000,(780)420-6445X241,,daryl@saderfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,415.0
500OH00000RU46jYAD,False,,17532902,0030A0000029fHrQAI,0010A000002w3VTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,call with MA regarding docusign errors.,True,2025-02-11T19:56:53.000+0000,False,False,005OH000006uYrkYAE,2025-02-11T19:44:13.000+0000,005OH000006uYrkYAE,2025-02-11T19:56:53.000+0000,005OH000006uYrkYAE,2025-02-11T19:56:53.000+0000,(250)475-1108,,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,415.0
500OH00000RX60jYAD,False,,17557153,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,change bene on seg fund. referred to call seg rep,True,2025-02-12T16:45:44.000+0000,False,False,005OH000006uYrkYAE,2025-02-12T16:41:32.000+0000,005OH000006uYrkYAE,2025-02-12T16:45:44.000+0000,005OH000006uYrkYAE,2025-02-12T16:45:44.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,414.0
500OH00000RYEIpYAP,False,,17574644,003G0000018f739IAA,0010A000002wP6TQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Positive Enrollment,Medium,NO response by the caller -  Call Disconnected,True,2025-02-12T21:09:41.000+0000,False,False,005OH000000pUyYYAU,2025-02-12T21:08:30.000+0000,005OH000000pUyYYAU,2025-02-12T21:09:41.000+0000,005OH000000pUyYYAU,2025-02-12T21:09:41.000+0000,(902)431-5500,(902) 229-6510,ed@arbourwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,414.0
500OH00000RYm2iYAD,False,,17578663,0030A000005x8xfQAA,0010A000006hfLHQAY,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Advisor looking to get a quote on group insurance. I told her I'd try to get someone in touch with her, but sent her the web small business referral page.
Confirmed with Kim that it's best she just uses the form, so I reconfirmed that with the broker.",True,2025-02-12T22:57:27.000+0000,False,False,0055o0000026yueAAA,2025-02-12T22:40:23.000+0000,0055o0000026yueAAA,2025-02-13T16:08:20.000+0000,0055o0000026yueAAA,2025-02-13T16:08:20.000+0000,(416)931-8999,,sandra@wealthshield.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000026yueAAA,,,,,,,0.0,0.0,0.0,,False,414.0
500OH00000RbqszYAB,False,,17609079,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,nobody was there.,True,2025-02-13T21:31:16.000+0000,False,False,005OH000006uYrkYAE,2025-02-13T21:30:13.000+0000,005OH000006uYrkYAE,2025-02-13T21:31:16.000+0000,005OH000006uYrkYAE,2025-02-13T21:31:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,413.0
500OH00000Rdk0HYAR,False,,17620156,003OH000003Ml0BYAS,001OH000004EddZYAS,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-02-14T15:46:18.000+0000,False,False,005OH000006uYruYAE,2025-02-14T15:44:21.000+0000,005OH000006uYruYAE,2025-02-18T18:47:51.000+0000,005OH000006uYruYAE,2025-02-18T18:47:51.000+0000,(705)746-2021,,christina@soundwealthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,412.0
500OH00000RgCtFYAV,False,,17643504,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-02-15T06:48:45.000+0000,False,False,005OH000003qSePYAU,2025-02-15T06:48:44.000+0000,005OH000003qSePYAU,2025-02-15T06:48:45.000+0000,005OH000003qSePYAU,2025-02-15T06:48:45.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003qSePYAU,,,,,,,0.0,0.0,0.0,,False,411.0
500OH00000Rlx1tYAB,False,,17662930,003G0000018f77gIAA,0010A000002wPB0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,FA called to confirm what is required for redemption for BIF.,True,2025-02-18T15:54:35.000+0000,False,False,005OH000006uYrkYAE,2025-02-18T15:44:45.000+0000,005OH000006uYrkYAE,2025-02-18T15:54:35.000+0000,005OH000006uYrkYAE,2025-02-18T15:54:35.000+0000,(416)254-7128X227,(416) 525-6206,brian.bigman@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,408.0
500OH00000RmLYsYAN,False,,17669128,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,FA called to confirm the # for clients to call if they're unable to access IS.,True,2025-02-18T17:15:01.000+0000,False,False,005OH000006uYrkYAE,2025-02-18T17:12:38.000+0000,005OH000006uYrkYAE,2025-02-18T17:15:01.000+0000,005OH000006uYrkYAE,2025-02-18T17:15:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,408.0
500OH00000RmM5HYAV,False,,17673807,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,adjustment,Medium,request to pull back adjustment.,True,2025-02-18T18:18:25.000+0000,False,False,005OH000006uYrkYAE,2025-02-18T18:16:06.000+0000,005OH000006uYrkYAE,2025-02-18T19:18:14.000+0000,005OH000006uYrkYAE,2025-02-18T19:18:14.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,408.0
500OH00000Rq88QYAR,False,,17706480,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,follow up to email. left message,True,2025-02-19T17:09:00.000+0000,False,False,005OH000006uYrkYAE,2025-02-19T16:42:18.000+0000,005OH000006uYrkYAE,2025-02-19T17:09:00.000+0000,005OH000006uYrkYAE,2025-02-19T17:09:00.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,407.0
500OH00000RqLdaYAF,False,,17711147,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,unable to locate acct with # provided. caller thought it might be a GWL acct. call transferred.,True,2025-02-19T17:56:11.000+0000,False,False,005OH000006uYrkYAE,2025-02-19T17:52:23.000+0000,005OH000006uYrkYAE,2025-02-19T17:56:11.000+0000,005OH000006uYrkYAE,2025-02-19T17:56:11.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,407.0
500OH00000RtDoIYAV,False,,17735426,0030A00000CA8MbQAL,0010A00000CkXWrQAN,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-02-20T14:37:14.000+0000,False,False,005OH000006uYs6YAE,2025-02-20T14:15:17.000+0000,005OH000006uYs6YAE,2025-02-20T14:37:14.000+0000,005OH000006uYs6YAE,2025-02-20T14:37:14.000+0000,(403)998-0908,,taxipo321@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs6YAE,,,,,,,0.0,0.0,0.0,,False,406.0
500OH00000RtOjiYAF,False,,17737450,0035o000006hf7ZAAQ,0015o000007I2qBAAS,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Enrolment,Medium,"72111-ECF5264641
Assisted member with completing enrolment online psdcp",True,2025-02-20T15:08:18.000+0000,False,False,005OH000000pUyYYAU,2025-02-20T14:58:52.000+0000,005OH000000pUyYYAU,2025-02-20T15:08:18.000+0000,005OH000000pUyYYAU,2025-02-20T15:08:18.000+0000,(647)824-2786,,sheri@flexwealthpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,406.0
500OH00000RtfsiYAB,False,,17745919,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,acct # provided was not found on IC. transferred call as requested.,True,2025-02-20T17:40:29.000+0000,False,False,005OH000006uYrkYAE,2025-02-20T17:14:14.000+0000,005OH000006uYrkYAE,2025-02-20T17:40:29.000+0000,005OH000006uYrkYAE,2025-02-20T17:40:29.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,406.0
500OH00000RtoB8YAJ,False,,17743066,003G0000018f6feIAA,0010A000002wOdgQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,Transfer,True,2025-02-20T16:35:07.000+0000,False,False,005OH000004U0Q5YAK,2025-02-20T16:30:19.000+0000,005OH000004U0Q5YAK,2025-02-24T19:44:00.000+0000,005OH000004U0Q5YAK,2025-02-24T19:44:00.000+0000,(514)334-7799X227,(514) 515-7507,robin@octantgp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004U0Q5YAK,,,,,,,0.0,0.0,0.0,,False,406.0
500OH00000RuGPDYA3,False,,17753205,003G0000018f7xiIAA,0010A000002wQ3tQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,took contact info on regional director. FA would like password reset asap.,True,2025-02-20T19:36:38.000+0000,False,False,005OH000006uYrkYAE,2025-02-20T19:04:42.000+0000,005OH000006uYrkYAE,2025-02-20T19:36:38.000+0000,005OH000006uYrkYAE,2025-02-20T19:36:38.000+0000,(204)272-9670,,stephen@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,406.0
500OH00000Ruam4YAB,False,,17755434,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,left # to call back,True,2025-02-20T19:37:57.000+0000,False,False,005OH000006uYrkYAE,2025-02-20T19:36:52.000+0000,005OH000006uYrkYAE,2025-02-20T19:37:57.000+0000,005OH000006uYrkYAE,2025-02-20T19:37:57.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,406.0
500OH00000RuiGeYAJ,False,,17757354,003OH00000B21ubYAB,001OH00000DJaLLYA1,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,Tech support for non-pshcp plan >>> xfer to GLH tech supp,True,2025-02-20T20:08:09.000+0000,False,False,005OH000000pUyYYAU,2025-02-20T20:05:51.000+0000,005OH000000pUyYYAU,2025-02-20T20:08:10.000+0000,005OH000000pUyYYAU,2025-02-20T20:08:10.000+0000,(778)862-9274,,saharnaz9271@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,406.0
500OH00000RuosFYAR,False,,17761000,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,confirm not in good order,Medium,VM to follow up on email,True,2025-02-20T21:04:32.000+0000,False,False,005OH000006uYrkYAE,2025-02-20T21:03:20.000+0000,005OH000006uYrkYAE,2025-02-20T21:04:33.000+0000,005OH000006uYrkYAE,2025-02-20T21:04:33.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,406.0
500OH00000RxK1aYAF,False,,17774233,0030A0000029iyvQAA,0010A000002w6ZUQAY,,,derek@dfoxfinancial.com,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] FW: Death Claim,Medium,"From: derek@ dfoxfinancial. com <derek@ dfoxfinancial. com> Sent: February 21, 2025 8: 26 AM To: advisorinquiries@ quadrusinvestmentservices. com Subject: Death Claim Good morning, My client Charles O Yushchyshyn died on February 15, 2025. He
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From: derek@dfoxfinancial.com <derek@dfoxfinancial.com>
Sent: February 21, 2025 8:26 AM
To: advisorinquiries@quadrusinvestmentservices.com
Subject: Death Claim

Good morning,

My client Charles O Yushchyshyn died on February 15, 2025.  He has a Great West Life LIF account # 50143480.

Please advise what is required to settle this account.

Derek Fox - 046730

Derek Fox Financial Ltd.
Manulife Wealth Inc.
#217, 9 – Chippewa Road
Sherwood Park, AB   T8A 6A7
780-449-6511",True,2025-02-21T19:49:47.000+0000,False,False,005OH000006uYs0YAE,2025-02-21T15:28:55.000+0000,005OH000003pdnBYAQ,2025-02-21T22:34:29.000+0000,0050A000001TA3IQAW,2025-02-21T22:34:29.000+0000,(780)449-6511,,derek@dfoxfinancial.com,(866)884-6399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs0YAE,,,,,,,1.0,0.0,0.0,,False,405.0
500OH00000RxouEYAR,False,,17782360,003OH00000MoTesYAF,001OH00000RgDuBYAV,,,db72826@gmail.com,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,PROSPECT ADVISED NOT A GOOD TIME CHAT AND THAT HE WOULD REPLY TO EMAIL WITH OPTIONS TO RESCHEDULE.,True,2025-02-21T17:46:15.000+0000,False,False,0050A000001nSNMQA2,2025-02-21T17:45:59.000+0000,0050A000001nSNMQA2,2025-02-21T17:46:15.000+0000,0050A000001nSNMQA2,2025-02-21T17:46:15.000+0000,(416) 717-5060,,db72826@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001nSNMQA2,,,,,,,0.0,0.0,0.0,,False,405.0
500OH00000RyIykYAF,False,,17790621,0030A0000029k9LQAQ,0010A000002w4S5QAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,member called in for assistance in login in-assisted,True,2025-02-21T20:04:12.000+0000,False,False,005OH0000009EwbYAE,2025-02-21T19:53:36.000+0000,005OH0000009EwbYAE,2025-02-21T20:04:12.000+0000,005OH0000009EwbYAE,2025-02-21T20:04:12.000+0000,(800)429-9507,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,405.0
500OH00000Ryn6PYAR,False,,17796174,0030A000001XnxlQAC,0010A000002wMyyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund merger/questions,Medium,FA wanted to know the breakdown for EAP and Grants. transferred call to fund company.,True,2025-02-21T21:35:18.000+0000,False,False,005OH000006uYrkYAE,2025-02-21T21:31:32.000+0000,005OH000006uYrkYAE,2025-02-21T21:35:18.000+0000,005OH000006uYrkYAE,2025-02-21T21:35:18.000+0000,(647)836-7668,(647) 836-7668,dbrown@devonsleighwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,405.0
500OH00000S3IY9YAN,False,,17805828,0030A0000029mMhQAI,0010A000002w9MQQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,change of email requested,True,2025-02-24T13:18:52.000+0000,False,False,005OH0000009EwbYAE,2025-02-24T13:17:13.000+0000,005OH0000009EwbYAE,2025-02-24T13:18:52.000+0000,005OH0000009EwbYAE,2025-02-24T13:18:52.000+0000,(819)348-1020,,martine.cote@bnc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,402.0
500OH00000S5JmhYAF,False,,17836601,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,follow up on email.,True,2025-02-24T20:40:36.000+0000,False,False,005OH000006uYrkYAE,2025-02-24T20:33:38.000+0000,005OH000006uYrkYAE,2025-02-24T20:40:36.000+0000,005OH000006uYrkYAE,2025-02-24T20:40:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,402.0
500OH00000S5QRgYAN,False,,17836957,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-02-24T20:40:06.000+0000,False,False,005OH000006uYrkYAE,2025-02-24T20:38:16.000+0000,005OH000006uYrkYAE,2025-02-24T20:40:06.000+0000,005OH000006uYrkYAE,2025-02-24T20:40:06.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,402.0
500OH00000S7JYuYAN,False,,17848657,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm,Medium,hang up,True,2025-02-25T13:36:20.000+0000,False,False,005OH000006uYrkYAE,2025-02-25T13:33:02.000+0000,005OH000006uYrkYAE,2025-02-25T13:36:20.000+0000,005OH000006uYrkYAE,2025-02-25T13:36:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,401.0
500OH00000S7bZ1YAJ,False,,17851867,,0010A000002w9a6QAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-02-25T15:01:10.000+0000,False,False,0055o000002CZeeAAG,2025-02-25T14:51:36.000+0000,0055o000002CZeeAAG,2025-02-25T15:01:10.000+0000,0055o000002CZeeAAG,2025-02-25T15:01:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002CZeeAAG,,,,,,,0.0,0.0,0.0,,False,401.0
500OH00000S81wUYAR,False,,17855554,,0010A000002vzcNQAQ,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Inbound call - member lost benefits on October 1 2024 as she retired and is no longer covered under the group plan. Member does not require dental. Sent quote package with Select plans for member's review. No pre-x conditions.,True,2025-02-25T16:09:18.000+0000,False,False,005OH000003hhRNYAY,2025-02-25T15:53:13.000+0000,005OH000003hhRNYAY,2025-02-25T16:09:19.000+0000,005OH000003hhRNYAY,2025-02-25T16:09:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,401.0
500OH00000S8ygQYAR,False,,17868601,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm,Medium,request to call back,True,2025-02-25T19:00:03.000+0000,False,False,005OH000006uYrkYAE,2025-02-25T18:59:07.000+0000,005OH000006uYrkYAE,2025-02-25T19:00:03.000+0000,005OH000006uYrkYAE,2025-02-25T19:00:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,401.0
500OH00000S97dIYAR,False,,17871158,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,rsp contribution corp to employee,True,2025-02-25T19:41:53.000+0000,False,False,005OH000006uYrkYAE,2025-02-25T19:34:30.000+0000,005OH000006uYrkYAE,2025-02-25T19:41:53.000+0000,005OH000006uYrkYAE,2025-02-25T19:41:53.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,401.0
500OH00000SBHdNYAX,False,,17889417,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000MXAFLYA5,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,,012OH00000000WHYAY,New,Field Required,Email,,FW: [EXT] Greetings From Sarnia,Medium,"From: Pieter Lindhout <pieter.lindhout@craievichfinancial.com>
Sent: February 25, 2025 10:23 AM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>; Harewood, Monique <Monique.Harewood@canadalife.com>; Trina Teeple <teepletrina@hotmail.com>
Subject: [EXT] Greetings From Sarnia

It has been my pleasure to serve as Trina Magee's representative here in Ontario. Since I am not licensed in BC her account has been transferred to you. Feel free to send me an e-mail or call at 519-337-6553 ext 29 for more detailed information. . . 

It has been my pleasure to serve as Trina Magee's representative here in Ontario.Since I am not licensed in BC her account has been transferred to you.Feel free to send me an e-mail or call at 519-337-6553 ext 29 for more detailed information...

--
Pieter Lindhout
Financial Security Advisor
Craievich Financial Services
Investment Representative
Quadrus Investment Services Ltd.

133 Kendall St.
Pt. Edward. On  N7V 4G6
Tel 519-337-6553 ext 29
Fax 519-337-6552",False,,False,False,0055o000001sqIZAAY,2025-02-26T14:36:29.000+0000,0050A000000HoslQAC,2025-02-26T23:07:27.000+0000,0050A000001TA3IQAW,2025-02-26T23:07:27.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001sqIZAAY,,,,,,,1.0,0.0,0.0,,False,400.0
500OH00000SCrepYAD,False,,17908312,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,ma called to cancel trade.,True,2025-02-26T19:38:47.000+0000,False,False,005OH000006uYrkYAE,2025-02-26T19:26:02.000+0000,005OH000006uYrkYAE,2025-02-26T19:38:47.000+0000,005OH000006uYrkYAE,2025-02-26T19:38:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,400.0
500OH00000SDYN7YAP,False,,17913502,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,caller was looking for life insurance. transferred call.,True,2025-02-26T20:42:06.000+0000,False,False,005OH000006uYrkYAE,2025-02-26T20:39:38.000+0000,005OH000006uYrkYAE,2025-02-26T20:42:06.000+0000,005OH000006uYrkYAE,2025-02-26T20:42:06.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,400.0
500OH00000SDnlzYAD,False,,17919079,0035o0000077UcVAAU,0015o000007lhcjAAA,,,jordan@safepacific.com,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] Quadrus Client: #682298309 Account: #684209909 - RRSP  TRANSFER-IN,Medium,"Hi there, Please find client: Mr. Kyle B Parkes (682298309) cc'd to this email. I was assigned as his advisor from a prior contract. He is also a very close friend. Kyle would like to deposit into his existing RRSP account, especially to start
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
<https://us-phishalarm-ewt.proofpoint.com/EWT/v1/HMCOyEk!2Oh1lGMEXT_8tOTKz4v5pf4eQ7JcXfvesMO1yVAJ_1tRixGikvfaQU0sew1lwgZT6UZbppFfYlYi0wwCiPiaVifERFSg8J4vQsZqzMIRyOfwH_py2awdp4X_7HmBT_xE4nupcCax5do613tC_CXNNvbCtg$>
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Hi there,

Please find client: Mr. Kyle B Parkes (682298309) cc'd to this email.

I was assigned as his advisor from a prior contract. He is also a very close friend. Kyle would like to deposit into his existing RRSP account, especially to start paying back the First Time Homebuyers loan.

Please direct him how to do so and let us know if you need any additional information.

Cheers,


Jordan McConkey

Safe Pacific Financial Inc.

3rd Floor-225 West 8th Avenue, Vancouver, BC V5Y 1N3

O:(604) 628-9610 C: (226) 921-0620 E: jordan@safepacific.com<mailto:jordan@safepacific.com>



[https://safepacific.com/wp-content/uploads/2017/04/Safe-Pacific-Logo-Black@2x.png]

Privacy and security<https://urldefense.com/v3/__https://safepacific.com/privacy-policy/__;!!HMCOyEk!YASxXiDh2QHlCpggnbV1h82Cj6CVji_2Zp3pZaMk26-sFDx9G3ybT_UzmOAOokgozODEl_CYajXQu2JP5SidkKRkIgeHLNG3$>



Please note that Safe Pacific Financial Inc. does not provide tax, legal or accounting advice. The information in this email, including any attachments, is intended for discussion purposes only and should not be taken as providing tax, legal or accounting advice. You should obtain your own independent professional advice from your lawyer and/or accountant to take into account your particular circumstances. This note must accompany all transmittals of this e-mail message.",True,2025-02-27T13:09:03.000+0000,False,False,005OH000006uYs0YAE,2025-02-26T22:22:46.000+0000,005OH000003pdnBYAQ,2025-02-27T23:40:29.000+0000,0050A000001TA3IQAW,2025-02-27T23:40:29.000+0000,(226)921-0620,,jordan@safepacific.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs0YAE,,,,,,,1.0,0.0,0.0,,False,400.0
500OH00000SDs5lYAD,False,,17919843,003OH00000M96OSYAZ,001OH00000QuwaQYAR,,,,,,,0125o0000004MjyAAE,Closed,,Voicemail,,,Medium,"need help with transferring money. F/u email sent, and all good.",True,2025-02-28T01:36:16.000+0000,False,False,0055o000001yeH7AAI,2025-02-26T22:43:59.000+0000,0055o000001yeH7AAI,2025-02-28T01:42:50.000+0000,0055o000001yeH7AAI,2025-02-28T01:42:50.000+0000,(647)545-5502,,ashokkumarprajapati@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001yeH7AAI,,,,,,,0.0,0.0,0.0,,False,400.0
500OH00000SG6JAYA1,False,,17935050,0030A0000029kwWQAQ,0010A000002w8AiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,PAC has been made inactive on IC. MA to notify fund company. transferred call.,True,2025-02-27T17:10:13.000+0000,False,False,005OH000006uYrkYAE,2025-02-27T16:58:02.000+0000,005OH000006uYrkYAE,2025-02-27T17:10:14.000+0000,005OH000006uYrkYAE,2025-02-27T17:10:14.000+0000,(604)856-7724,,kfox@beemwealth.ca,(604)856-2565,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,399.0
500OH00000SGkJkYAL,False,,17943577,0030A0000029l5kQAA,00116000021HztyAAC,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,POA questions,True,2025-02-27T19:25:35.000+0000,False,False,005OH0000009EwbYAE,2025-02-27T19:07:58.000+0000,005OH0000009EwbYAE,2025-02-27T19:25:35.000+0000,005OH0000009EwbYAE,2025-02-27T19:25:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,399.0
500OH00000SHCuLYAX,False,,17947870,003G0000018f7MsIAI,0010A000002wPSXQA2,,,foule-rincer.00@icloud.com,,,,01216000001BP8NAAW,Closed,,Email,,- Plan Member,Medium,"Bonjour, Pouvez-vous svp lire la lettre explicative de ma demande ? La même demande que la mienne a été accepté de la part de Canada Vie pour un autre employé de l’agence. C’est le pourquoi de ma demande. Merci de confirmer Envoyé de mon iPhone
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Bonjour,
Pouvez-vous svp lire la lettre explicative de ma demande ? La même demande que la mienne a été accepté de la part de Canada Vie pour un autre employé de l’agence.
C’est le pourquoi de ma demande.

Merci de confirmer

Envoyé de mon iPhone

Le 27 févr. 2025 à 14:47, Canada Vie | Canada Life <servicesauxmembres_at_canadavie_canadalife_com_hm474m14j2a0nq_98vz9245@icloud.com> a écrit :

﻿
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Vous avez reçu un courriel sécurisé du Centre de services aux participants du Régime de soins de santé de la fonction publique de la Canada Vie.
Cliquez ici<https://crypte.canadavie.com/formpostdir/securereader?id=We01wuA45-nnrAgVgUk2scUaHM9_QCA-&brand=4e001eee5ba1f3e615> d’ici le 2025-03-20 14:46 CDT afin d’accéder au courriel sécurisé.
Après cette date, vous devrez ouvrir la pièce jointe.
Pour obtenir de l’aide, veuillez consulter notre guide du service de messagerie électronique sécurisé.<https://www.canadalife.com/content/dam/canadalife/documents/ext-files/canada-life-secure-email-service-guide.pdf>
Avertissement :  Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. Pour toute préoccupation en lien avec le présent courriel, veuillez consulter la page Pour nous joindre dans le site canadavie.com/rssfp.
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<SecureMessageAtt.html>",True,2025-02-27T20:29:33.000+0000,False,False,0055o000002I19tAAC,2025-02-27T20:09:34.000+0000,005OH000003pdnBYAQ,2025-02-28T19:51:02.000+0000,0050A000001TA3IQAW,2025-02-28T19:51:02.000+0000,(902)625-1100,(902) 623-0780,rodney@maritimewealth.com,(902)625-1122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,2.0,0.0,0.0,,False,399.0
500OH00000SHbnqYAD,False,,17951706,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,OFI called to confirm if paperwork was receivd.,True,2025-02-27T21:14:47.000+0000,False,False,005OH000006uYrkYAE,2025-02-27T21:08:32.000+0000,005OH000006uYrkYAE,2025-02-27T21:14:47.000+0000,005OH000006uYrkYAE,2025-02-27T21:14:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,399.0
500OH00000SJkoiYAD,False,,17966317,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adjustments,Medium,adjustment submitted,True,2025-02-28T16:01:38.000+0000,False,False,005OH000006uYrkYAE,2025-02-28T15:46:04.000+0000,005OH000006uYrkYAE,2025-02-28T16:01:38.000+0000,005OH000006uYrkYAE,2025-02-28T16:01:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,398.0
500OH00000SJmk5YAD,False,,17967420,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,came up with 'call fail' error when call came through.,True,2025-02-28T18:21:47.000+0000,False,False,005OH000006uYrkYAE,2025-02-28T16:03:29.000+0000,005OH000006uYrkYAE,2025-02-28T18:21:48.000+0000,005OH000006uYrkYAE,2025-02-28T18:21:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,398.0
500OH00000SL6lWYAT,False,,17983820,,0010A000002vx2eQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Inbound call - member needing assitance on completing the application for policy.,True,2025-02-28T20:29:46.000+0000,False,False,005OH000003hhRNYAY,2025-02-28T20:14:52.000+0000,005OH000003hhRNYAY,2025-02-28T20:29:46.000+0000,005OH000003hhRNYAY,2025-02-28T20:29:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,398.0
500OH00000SLQigYAH,False,,17987863,,0010A000002w5QoQAI,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-02-28T21:33:07.000+0000,False,False,0055o000002CZeeAAG,2025-02-28T21:23:58.000+0000,0055o000002CZeeAAG,2025-02-28T21:33:07.000+0000,0055o000002CZeeAAG,2025-02-28T21:33:07.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002CZeeAAG,,,,,,,0.0,0.0,0.0,,False,398.0
500OH00000SLvWGYA1,False,,17991720,0030A0000029g2xQAA,0010A000002w46yQAA,,,darcy@timberbenefits.com,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] FW: RESP claim form Plan #541883908,Medium,"Hi there, Please see below. I’d like to get reimbursed from our RESP. How do I do this? What forms are needed? Thank you for your help. • • • DARCY LECLAIRE Co-Founder Timber Benefits T: 780. 619. 0597 | E: darcy@ timberbenefits. com HAPPY, HEALTHY
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This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
<https://us-phishalarm-ewt.proofpoint.com/EWT/v1/HMCOyEk!2Gh2942kXT_8O0ql4Ys56xo5wFq3NEHH2CI6_U2RPU_pOajR4zje6jHRbmtILDqywFh5RI-ySNpuUnEHZYNGe-2mLsOfSb8qjmZtLuw_hzKYJMOXPeW1haSMaES6aWXhv3qnB8Gadlb5hbQZE5nAh3Eo05e7UUs$>
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Hi there,

Please see below. I’d like to get reimbursed from our RESP. How do I do this? What forms are needed? Thank you for your help.


• • •
DARCY LECLAIRE Co-Founder
 Timber Benefits
T: 780.619.0597  |  E: darcy@timberbenefits.com<mailto:darcy@timberbenefits.com>
 HAPPY, HEALTHY WORKPLACES
timberbenefits.com
[signature_3263348949]
Learn about our new Mental Health on Demand benefit!<https://urldefense.com/v3/__http://www.timberbenefits.com/mental-health-on-demand__;!!HMCOyEk!ZftsthTDt_DtqV6KJ1qj4MS5uWrto8Q8lOV1PmWmaBPZIticC0662G7s4O6WzGQPPeOTXrjFvRrsNixBUQHfAsHTFm3OMDQy$>

From: Darcy Leclaire <darcy@timberbenefits.com>
Date: Tuesday, October 8, 2024 at 9:45 AM
To: Darcy Leclaire <darcy@timberbenefits.com>
Subject: FW: RESP claim form Plan #541883908



• • •
DARCY LECLAIRE Co-Founder
 Timber Benefits
T: 780.619.0597  |  E: darcy@timberbenefits.com<mailto:darcy@timberbenefits.com>
 HAPPY, HEALTHY WORKPLACES
timberbenefits.com
[signature_201265276]
Learn about our new Mental Health on Demand benefit!<https://urldefense.com/v3/__http://www.timberbenefits.com/mental-health-on-demand__;!!HMCOyEk!ZftsthTDt_DtqV6KJ1qj4MS5uWrto8Q8lOV1PmWmaBPZIticC0662G7s4O6WzGQPPeOTXrjFvRrsNixBUQHfAsHTFm3OMDQy$>

From: Darcy Leclaire <darcy@timberbenefits.com>
Date: Saturday, October 5, 2024 at 8:57 AM
To: contact@quadrusinvestmentservices.com <contact@quadrusinvestmentservices.com>
Subject: FW: RESP claim form Plan #541883908
Hi there,

I apologize as I forgot to include my plan number. It is 541883908. Thank you!



• • •
DARCY LECLAIRE Co-Founder
 Timber Benefits
T: 780.619.0597  |  E: darcy@timberbenefits.com<mailto:darcy@timberbenefits.com>
 HAPPY, HEALTHY WORKPLACES
timberbenefits.com
[signature_3647071747]
Learn about our new Mental Health on Demand benefit!<https://urldefense.com/v3/__http://www.timberbenefits.com/mental-health-on-demand__;!!HMCOyEk!ZftsthTDt_DtqV6KJ1qj4MS5uWrto8Q8lOV1PmWmaBPZIticC0662G7s4O6WzGQPPeOTXrjFvRrsNixBUQHfAsHTFm3OMDQy$>

From: Darcy Leclaire <darcy@timberbenefits.com>
Date: Saturday, October 5, 2024 at 8:53 AM
To: contact@quadrusinvestmentservices.com <contact@quadrusinvestmentservices.com>
Subject: RESP claim form
Hi there,

I have an RESP plan with Quadrus and I need withdraw money from my account to get reimbursed for my children’s tuition expenses. Can you please send the form to me to do this. My phone number is 780-619-0597 if you need to speak to me. Thank you for your help!


• • •
DARCY LECLAIRE Co-Founder
 Timber Benefits
T: 780.619.0597  |  E: darcy@timberbenefits.com<mailto:darcy@timberbenefits.com>
 HAPPY, HEALTHY WORKPLACES
timberbenefits.com
[signature_2260051643]
Learn about our new Mental Health on Demand benefit!<https://urldefense.com/v3/__http://www.timberbenefits.com/mental-health-on-demand__;!!HMCOyEk!ZftsthTDt_DtqV6KJ1qj4MS5uWrto8Q8lOV1PmWmaBPZIticC0662G7s4O6WzGQPPeOTXrjFvRrsNixBUQHfAsHTFm3OMDQy$>",True,2025-03-03T13:26:12.000+0000,False,False,005OH000006uYs0YAE,2025-02-28T23:18:30.000+0000,005OH000003pdnBYAQ,2025-03-03T20:41:50.000+0000,0050A000001TA3IQAW,2025-03-03T20:41:50.000+0000,(780)619-0597,,darcy@timberbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs0YAE,,,,,,,1.0,0.0,0.0,,False,398.0
500OH00000SMT6TYAX,False,,17993325,0030A0000029gKaQAI,0010A000002w4ONQAY,,,ysuri@yogisuri.com,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] RRSP contributions for Canada life,Medium,"Please let me know where to send an EFT for Canada Life RRSP. Yogi Yogi Suri B. com. CLU YS Financial Inc. 72 Calderbridge Cres. Markham, On L3R 9M7 C: 416 893 3686 O: 905 910 0535 ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍
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This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
<https://us-phishalarm-ewt.proofpoint.com/EWT/v1/HMCOyEk!2Gh2942kXT_8O0ql4YqZq8HFL2oK6HU7mtQPzVx9AmCTnr05q_TZ3KQwEYisquyTP-vlLSSiNJoPhSc_GpAeS6Zd-S-HVZAA23qQTOCJj1Yx3FW6cgSAM5kbAZ0ub227DIemxafvvX8KgPM8j4VobLebkO4hbOU$>
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Please let me know where to send an EFT for Canada Life RRSP.

Yogi

Yogi Suri B.com. CLU
YS Financial Inc.
72 Calderbridge Cres.
Markham, On L3R 9M7
C: 416 893 3686
O: 905 910 0535",True,2025-03-03T13:55:26.000+0000,False,False,005OH000006uYs0YAE,2025-03-01T04:06:46.000+0000,005OH000003pdnBYAQ,2025-03-03T20:42:02.000+0000,0050A000001TA3IQAW,2025-03-03T20:42:02.000+0000,(416)893-3686,4168933686,ysuri@yogisuri.com,(905)604-3477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs0YAE,,,,,,,1.0,0.0,0.0,,False,398.0
500OH00000SQW2cYAH,False,,18002604,,0010A000002vxABQAY,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,THE IH QUOTE HAS BEEN EMAILED,True,2025-03-03T14:51:35.000+0000,False,False,0055o000001fjVGAAY,2025-03-03T14:47:25.000+0000,0055o000001fjVGAAY,2025-03-03T14:51:35.000+0000,0055o000001fjVGAAY,2025-03-03T14:51:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fjVGAAY,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SQZWiYAP,False,,18001837,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,follow up on adjusment,True,2025-03-03T14:47:45.000+0000,False,False,005OH000006uYrkYAE,2025-03-03T14:35:04.000+0000,005OH000006uYrkYAE,2025-03-03T14:47:45.000+0000,005OH000006uYrkYAE,2025-03-03T14:47:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SQqz1YAD,False,,18008381,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adjustments,Medium,touch base on time frame,True,2025-03-03T16:11:58.000+0000,False,False,005OH000006uYrkYAE,2025-03-03T16:07:06.000+0000,005OH000006uYrkYAE,2025-03-03T16:11:58.000+0000,005OH000006uYrkYAE,2025-03-03T16:11:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SQra2YAD,False,,18004920,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up to email,Medium,is this complex?,True,2025-03-03T15:24:15.000+0000,False,False,005OH000006uYrkYAE,2025-03-03T15:21:25.000+0000,005OH000006uYrkYAE,2025-03-03T18:23:32.000+0000,005OH000006uYrkYAE,2025-03-03T18:23:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SQrtRYAT,False,,18005165,0030A00000CVYd8QAH,0010A00000D6WF1QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,,True,2025-03-19T20:12:08.000+0000,False,False,005OH000006uYruYAE,2025-03-03T15:24:36.000+0000,005OH000006uYruYAE,2025-03-19T20:12:08.000+0000,005OH000006uYruYAE,2025-03-19T20:12:08.000+0000,(905)480-0344,(416) 577-4660,tristan.murray@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SQsxXYAT,False,,18005597,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,meet and greet.,True,2025-03-03T15:37:04.000+0000,False,False,005OH000006uYrkYAE,2025-03-03T15:30:38.000+0000,005OH000006uYrkYAE,2025-03-03T15:37:04.000+0000,005OH000006uYrkYAE,2025-03-03T15:37:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SR4ylYAD,False,,18010487,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,wanted to confirm if trade went through,True,2025-03-03T16:44:20.000+0000,False,False,005OH000006uYrkYAE,2025-03-03T16:31:57.000+0000,005OH000006uYrkYAE,2025-03-03T16:44:21.000+0000,005OH000006uYrkYAE,2025-03-03T16:44:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SRecSYAT,False,,18018959,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm,Medium,follow up,True,2025-03-03T18:22:35.000+0000,False,False,005OH000006uYrkYAE,2025-03-03T18:19:33.000+0000,005OH000006uYrkYAE,2025-03-03T18:22:35.000+0000,005OH000006uYrkYAE,2025-03-03T18:22:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SRo2LYAT,False,,18022310,0030A0000029lTLQAY,0010A000002w8dgQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,member called in to confirm his plan number-,True,2025-03-03T19:05:54.000+0000,False,False,005OH0000009EwbYAE,2025-03-03T18:59:14.000+0000,005OH0000009EwbYAE,2025-03-03T19:05:55.000+0000,005OH0000009EwbYAE,2025-03-03T19:05:55.000+0000,(418)562-4778X228,,jacques.fournier@agc.inalco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SSRBoYAP,False,,18030366,003G0000018f7I6IAI,0010A000002wPNMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up on adjustment,Medium,request to email manager to find out if purhcase will be backdated.,True,2025-03-04T14:16:31.000+0000,False,False,005OH000006uYrkYAE,2025-03-03T20:35:25.000+0000,005OH000006uYrkYAE,2025-03-04T14:16:32.000+0000,005OH000006uYrkYAE,2025-03-04T14:16:32.000+0000,(647)277-1186X700,(416) 824-6072,christopher@dewdney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SSY8LYAX,False,,18030348,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up on rejected trade,Medium,confirmed with adjustments.,True,2025-03-04T14:15:31.000+0000,False,False,005OH000006uYrkYAE,2025-03-03T20:35:09.000+0000,005OH000006uYrkYAE,2025-03-04T14:15:31.000+0000,005OH000006uYrkYAE,2025-03-04T14:15:31.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SSdmKYAT,False,,18030387,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm,Medium,request to call back,True,2025-03-03T22:02:13.000+0000,False,False,005OH000006uYrkYAE,2025-03-03T20:35:41.000+0000,005OH000006uYrkYAE,2025-03-03T22:02:14.000+0000,005OH000006uYrkYAE,2025-03-03T22:02:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SSheeYAD,False,,18031487,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,discuss email.,True,2025-03-03T22:01:28.000+0000,False,False,005OH000006uYrkYAE,2025-03-03T20:50:05.000+0000,005OH000006uYrkYAE,2025-03-03T22:01:28.000+0000,005OH000006uYrkYAE,2025-03-03T22:01:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,395.0
500OH00000SUTxLYAX,False,,18043775,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund merger/questions,Medium,call to find out why fund not permitted for purhcase. FA does not have alternative fund licence on IC,True,2025-03-04T14:14:41.000+0000,False,False,005OH000006uYrkYAE,2025-03-04T14:11:25.000+0000,005OH000006uYrkYAE,2025-03-04T14:14:41.000+0000,005OH000006uYrkYAE,2025-03-04T14:14:41.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,394.0
500OH00000SV8FhYAL,False,,18047611,0030A0000076jiKQAQ,0010A000007xVamQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,called and Lm,True,2025-03-04T15:24:44.000+0000,False,False,005OH000006uYrkYAE,2025-03-04T15:20:55.000+0000,005OH000006uYrkYAE,2025-03-04T15:24:44.000+0000,005OH000006uYrkYAE,2025-03-04T15:24:44.000+0000,(905)831-3600,(416) 707-8850,paul@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,394.0
500OH00000SVxQNYA1,False,,18062748,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,trade rejection,Medium,ICT rejected.,True,2025-03-04T18:55:34.000+0000,False,False,005OH000006uYrkYAE,2025-03-04T18:54:07.000+0000,005OH000006uYrkYAE,2025-03-04T18:55:34.000+0000,005OH000006uYrkYAE,2025-03-04T18:55:34.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,394.0
500OH00000SWAnOYAX,False,,18062303,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,call to dynamic regarding CH PAC,True,2025-03-05T13:40:50.000+0000,False,False,005OH000006uYrkYAE,2025-03-04T18:48:33.000+0000,005OH000006uYrkYAE,2025-03-05T13:40:50.000+0000,005OH000006uYrkYAE,2025-03-05T13:40:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,394.0
500OH00000SWfcbYAD,False,,18066397,0030A0000029d3WQAQ,0010A000002w1dPQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,"EE calling- fully verified with seconday questions- 
guided member to sign in to the account, 

issue resolved,",True,2025-03-04T19:48:32.000+0000,False,False,005OH000000pUycYAE,2025-03-04T19:42:40.000+0000,005OH000000pUycYAE,2025-03-04T19:48:32.000+0000,005OH000000pUycYAE,2025-03-04T19:48:32.000+0000,(604)617-8302,,raydavid01@gmail.com,(604)576-5784,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUycYAE,,,,,,,0.0,0.0,0.0,,False,394.0
500OH00000SWheSYAT,False,,18068864,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,follow up to trade,True,2025-03-04T20:26:43.000+0000,False,False,005OH000006uYrkYAE,2025-03-04T20:14:44.000+0000,005OH000006uYrkYAE,2025-03-04T20:26:43.000+0000,005OH000006uYrkYAE,2025-03-04T20:26:43.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,394.0
500OH00000SWlLWYA1,False,,18069121,0030A00000A45UAQAZ,0011600001wxgh9AAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,,Medium,,True,2025-10-17T01:30:57.000+0000,False,False,005OH000007ewVtYAI,2025-03-04T20:18:01.000+0000,005OH000007ewVtYAI,2025-10-17T01:31:01.000+0000,0050A000001i2a9QAA,2025-10-17T01:31:01.000+0000,7057285027,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007ewVtYAI,,,,,,,0.0,0.0,0.0,,False,394.0
500OH00000SWqbFYAT,False,,18068420,0030A0000029dC5QAI,0010A000002w1lUQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,,Medium,,True,2025-10-17T01:30:57.000+0000,False,False,005OH000007ewVtYAI,2025-03-04T20:08:45.000+0000,005OH000007ewVtYAI,2025-10-17T01:31:01.000+0000,0050A000001i2a9QAA,2025-10-17T01:31:01.000+0000,(905)306-7548,,liyang1968@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007ewVtYAI,,,,,,,0.0,0.0,0.0,,False,394.0
500OH00000SZaeoYAD,False,,18090787,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,discuss next steps for KYC deficiency report,True,2025-03-05T16:28:18.000+0000,False,False,005OH000006uYrkYAE,2025-03-05T16:20:21.000+0000,005OH000006uYrkYAE,2025-03-05T16:28:18.000+0000,005OH000006uYrkYAE,2025-03-05T16:28:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,393.0
500OH00000SZd9eYAD,False,,18094185,0035o000003CekjAAC,0010A000002vtoyQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-03-05T17:14:36.000+0000,False,False,005OH000000pUycYAE,2025-03-05T17:06:25.000+0000,005OH000000pUycYAE,2025-03-05T17:14:37.000+0000,005OH000000pUycYAE,2025-03-05T17:14:37.000+0000,,,laurier.paquette@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUycYAE,,,,,,,0.0,0.0,0.0,,False,393.0
500OH00000SZtskYAD,False,,18092854,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-03-05T16:48:41.000+0000,False,False,005OH000006uYrkYAE,2025-03-05T16:47:57.000+0000,005OH000006uYrkYAE,2025-03-05T16:48:41.000+0000,005OH000006uYrkYAE,2025-03-05T16:48:41.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,393.0
500OH00000Sb5jlYAB,False,,18107369,0030A00000A7LY9QAN,0011600001sr2VyAAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,,Medium,,True,2025-10-17T01:27:03.000+0000,False,False,005OH000007ewVtYAI,2025-03-05T20:07:38.000+0000,005OH000007ewVtYAI,2025-10-17T01:27:07.000+0000,0050A000001i2a9QAA,2025-10-17T01:27:07.000+0000,7052566221,,karen@rectormachineworks.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007ewVtYAI,,,,,,,0.0,0.0,0.0,,False,393.0
500OH00000SbBZ8YAN,False,,18111701,0030A000009A8rcQAC,0010A00000A7fATQAZ,,,eduardo@eccgroup.ca,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] SD RSP #510192782,Medium,"We are waiting on this transfer. Can you please update us on the status? Regards, Eduardo Fernandez, CFA MBA Financial Advisor IPC Investment Corporation eduardo@ eccgroup. ca Office: 416-364-0181 x2505 Cell: 416-271-7198 402 - 40 Eglinton Avenue
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
<https://us-phishalarm-ewt.proofpoint.com/EWT/v1/HMCOyEk!2Oh2947kXT_8NOTKL4v5C9IRAQwtfipVH1oyVMJ-etkF66zWSuHGPHQkwuVaELotHyAEnNgAiouXhQ3pTuFUgOIiTPNwGkGdLcxLeJLSs-URAoryDu0OzEBCZRo2pcVWb2YmdJmoOCt5wfNRTmOJYoiK3w$>
Report Suspicious

ZjQcmQRYFpfptBannerEnd
We are waiting on this transfer. Can you please update us on the status?

Regards,

Eduardo Fernandez, CFA MBA
Financial Advisor
IPC Investment Corporation

eduardo@eccgroup.ca<mailto:eduardo@eccgroup.ca>
Office: 416-364-0181 x2505
Cell: 416-271-7198
402 - 40 Eglinton Avenue East
Toronto, ON
M4P 3A2
----------------------------------------------------------------------------------------------------
This communication and any attachments contain information which is privileged and confidential.
It should not be read by or distributed to any person other than the addressee.
If you have received this message in error, please notify us immediately by return communication.
We thank you in advance for your cooperation.
If you wish to no longer receive these communication emails, please reply with “UNSUBSCRIBE”
in the subject line and you will be removed from our mailing list.",True,2025-03-06T13:05:55.000+0000,False,False,005OH000006uYs0YAE,2025-03-05T21:10:48.000+0000,005OH000003pdnBYAQ,2025-03-06T21:21:17.000+0000,0050A000001TA3IQAW,2025-03-06T21:21:17.000+0000,(416)364-0181X2505,,eduardo@eccgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs0YAE,,,,,,,1.0,0.0,0.0,,False,393.0
500OH00000Sd8jxYAB,False,,18120315,0030A0000029UnDQAU,0010A000002vuqqQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support,Medium,,True,2025-10-17T01:30:54.000+0000,False,False,005OH000007ewVtYAI,2025-03-06T13:23:25.000+0000,005OH000007ewVtYAI,2025-10-17T01:30:58.000+0000,0050A000001i2a9QAA,2025-10-17T01:30:58.000+0000,(905)333-3335,,,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007ewVtYAI,,,,,,,0.0,0.0,0.0,,False,392.0
500OH00000SeLDiYAN,False,,18134016,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,FA will email me the not IGO received to reference.,True,2025-03-06T17:33:31.000+0000,False,False,005OH000006uYrkYAE,2025-03-06T17:28:29.000+0000,005OH000006uYrkYAE,2025-03-06T17:33:31.000+0000,005OH000006uYrkYAE,2025-03-06T17:33:31.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,392.0
500OH00000SeO0MYAV,False,,18136056,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,called to confirm paperwork was received for redemption from acct 89095368. confirmed with processing team.,True,2025-03-06T18:06:41.000+0000,False,False,005OH000006uYrkYAE,2025-03-06T17:57:38.000+0000,005OH000006uYrkYAE,2025-03-06T18:06:42.000+0000,005OH000006uYrkYAE,2025-03-06T18:06:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,392.0
500OH00000Sfd6wYAB,False,,18150905,0030A0000029ZH6QAM,0010A000002vyayQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Enrolment,Medium,assisted EE with PE for PSHCP.,True,2025-03-06T21:38:32.000+0000,False,False,005OH000000pUyYYAU,2025-03-06T21:34:35.000+0000,005OH000000pUyYYAU,2025-03-06T21:38:33.000+0000,005OH000000pUyYYAU,2025-03-06T21:38:33.000+0000,(519)253-3553,5199847937,ryan.ross@ig.ca,(519)253-8064,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,392.0
500OH00000Sig6pYAB,False,,18179102,003G0000018f6hNIAQ,0010A000002wOhdQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Enrolment,Medium,PE for PDSP plan completed over the phone,True,2025-03-07T19:40:05.000+0000,False,False,005OH000000pUyYYAU,2025-03-07T19:29:47.000+0000,005OH000000pUyYYAU,2025-03-07T19:40:06.000+0000,005OH000000pUyYYAU,2025-03-07T19:40:06.000+0000,(514)995-9742,(514) 995-9742,denyse@beaumontservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUyYYAU,,,,,,,0.0,0.0,0.0,,False,391.0
500OH00000SjJwDYAV,False,,18187724,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adjustments,Medium,MA wanted update on adjustment request submitted March 6th. ocnfirmed in work pool and to reach out to dedicated ASR to follow up on Monday.,True,2025-03-07T22:04:45.000+0000,False,False,005OH000006uYrkYAE,2025-03-07T21:58:19.000+0000,005OH000006uYrkYAE,2025-03-07T22:04:45.000+0000,005OH000006uYrkYAE,2025-03-07T22:04:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,391.0
500OH00000SoUVpYAN,False,,18198597,0030A0000029mdPQAQ,0010A000002w9cjQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,Gave the GLH line,True,2025-03-10T13:24:44.000+0000,False,False,005OH000000pUycYAE,2025-03-10T13:20:58.000+0000,005OH000000pUycYAE,2025-03-10T13:24:45.000+0000,005OH000000pUycYAE,2025-03-10T13:24:45.000+0000,(902)651-2289,,nobby.clarke@pei.aibn.com,(902)651-2288,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUycYAE,,,,,,,0.0,0.0,0.0,,False,388.0
500OH00000Soi4KYAR,False,,18207044,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,Income,Medium,VM to follow up,True,2025-03-10T15:31:28.000+0000,False,False,005OH000006uYrkYAE,2025-03-10T15:29:43.000+0000,005OH000006uYrkYAE,2025-03-10T15:31:28.000+0000,005OH000006uYrkYAE,2025-03-10T15:31:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,388.0
500OH00000SpPtxYAF,False,,18212313,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,called to remove flags from accts 31214614 and 31214615. confirmed address,True,2025-03-10T16:58:30.000+0000,False,False,005OH000006uYrkYAE,2025-03-10T16:38:23.000+0000,005OH000006uYrkYAE,2025-03-10T16:58:30.000+0000,005OH000006uYrkYAE,2025-03-10T16:58:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,388.0
500OH00000SqCjLYAV,False,,18224080,0035o000003GKYmAAO,0015o000004w5RLAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,KYC,Medium,expired KYC. how can they place purchase.,True,2025-03-10T19:08:52.000+0000,False,False,005OH000006uYrkYAE,2025-03-10T19:05:47.000+0000,005OH000006uYrkYAE,2025-03-10T19:08:52.000+0000,005OH000006uYrkYAE,2025-03-10T19:08:52.000+0000,(204)730-5815,,tracy@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,388.0
500OH00000Sr0hhYAB,False,,18227538,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,client called to see if redemption was processed. confirmed settle date and funds will be sent EFT.,True,2025-03-10T20:17:04.000+0000,False,False,005OH000006uYrkYAE,2025-03-10T20:10:32.000+0000,005OH000006uYrkYAE,2025-03-10T20:17:04.000+0000,005OH000006uYrkYAE,2025-03-10T20:17:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,388.0
500OH00000Sr1SUYAZ,False,,18228005,0030A0000029YCeQAM,0010A000002vxhxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,FA left VM regarding fund transfer.,True,2025-03-10T20:19:26.000+0000,False,False,005OH000006uYrkYAE,2025-03-10T20:17:15.000+0000,005OH000006uYrkYAE,2025-03-10T20:19:26.000+0000,005OH000006uYrkYAE,2025-03-10T20:19:26.000+0000,(416)818-8734,,david.andreoli1964@gmail.com,(437)912-2832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,388.0
500OH00000SuQpRYAV,False,,18261851,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,no name. hang up,True,2025-03-11T18:57:09.000+0000,False,False,005OH000006uYrkYAE,2025-03-11T18:56:14.000+0000,005OH000006uYrkYAE,2025-03-11T18:57:09.000+0000,005OH000006uYrkYAE,2025-03-11T18:57:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,387.0
500OH00000SuvBcYAJ,False,,18267846,003G0000018f6qpIAA,0010A000002wOsZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,confirmed with mackenzie that stop flags have been removed.,True,2025-03-11T20:29:18.000+0000,False,False,005OH000006uYrkYAE,2025-03-11T20:20:47.000+0000,005OH000006uYrkYAE,2025-03-11T20:29:18.000+0000,005OH000006uYrkYAE,2025-03-11T20:29:19.000+0000,(306)994-2408,,jmoller@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,387.0
500OH00000SwRMMYA3,False,,18276606,003G0000018f6qpIAA,0010A000002wOsZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,confirmed address again. request escalated to their manager.,True,2025-03-12T12:52:34.000+0000,False,False,005OH000006uYrkYAE,2025-03-12T12:37:26.000+0000,005OH000006uYrkYAE,2025-03-12T12:52:34.000+0000,005OH000006uYrkYAE,2025-03-12T12:52:35.000+0000,(306)994-2408,,jmoller@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,386.0
500OH00000SwsEPYAZ,False,,18277519,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,FA called to confirm dates PAC was pulled. set up for Feb 29th. one FC pulled on the 28th and the other pulled on the 3rd. FA to follow up with each FC to confirm if PAC is ok to run on for March and what day the March PAC will be pulled due to it falling on weekend.,True,2025-03-12T13:13:43.000+0000,False,False,005OH000006uYrkYAE,2025-03-12T13:05:42.000+0000,005OH000006uYrkYAE,2025-03-12T13:13:43.000+0000,005OH000006uYrkYAE,2025-03-12T13:13:43.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,386.0
500OH00000T2VVKYA3,False,,18338338,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Inquiry,Medium,transferred call to insurance dept,True,2025-03-13T19:25:29.000+0000,False,False,005OH000006uYrkYAE,2025-03-13T19:18:59.000+0000,005OH000006uYrkYAE,2025-03-13T19:25:29.000+0000,005OH000006uYrkYAE,2025-03-13T19:25:29.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,385.0
500OH00000T4xvFYAR,False,,18351251,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-03-14T13:22:23.000+0000,False,False,005OH000006uYrkYAE,2025-03-14T13:21:34.000+0000,005OH000006uYrkYAE,2025-03-14T13:22:23.000+0000,005OH000006uYrkYAE,2025-03-14T13:22:23.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,384.0
500OH00000T5lgqYAB,False,,18365229,003G0000018f7AsIAI,0010A000002wPErQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,clarify Not IGO,Medium,reviewed requirements for LOD and name change,True,2025-03-14T17:26:23.000+0000,False,False,005OH000006uYrkYAE,2025-03-14T17:21:39.000+0000,005OH000006uYrkYAE,2025-03-14T17:26:23.000+0000,005OH000006uYrkYAE,2025-03-14T17:26:23.000+0000,(416)568-7235,(416) 568-7235,peter.corringham@pcwealth.ca,(289)277-1207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,384.0
500OH00000T5mYBYAZ,False,,18366686,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,transferred call,True,2025-03-14T17:51:28.000+0000,False,False,005OH000006uYrkYAE,2025-03-14T17:44:13.000+0000,005OH000006uYrkYAE,2025-03-14T17:51:28.000+0000,005OH000006uYrkYAE,2025-03-14T17:51:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,384.0
500OH00000T6XvAYAV,False,,18375340,0030A00000BoBNQQA3,0010A00000COhdXQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,tax slip not received. transferred call to CL/mackenzie,True,2025-03-14T20:15:17.000+0000,False,False,005OH000006uYrkYAE,2025-03-14T20:04:55.000+0000,005OH000006uYrkYAE,2025-03-14T20:15:17.000+0000,005OH000006uYrkYAE,2025-03-14T20:15:17.000+0000,(905)660-9414,(416) 949-5510,gianni@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,384.0
500OH00000TBtF4YAL,False,,18391659,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,return call,True,2025-03-17T14:09:40.000+0000,False,False,005OH000006uYrkYAE,2025-03-17T14:08:21.000+0000,005OH000006uYrkYAE,2025-03-17T14:09:40.000+0000,005OH000006uYrkYAE,2025-03-17T14:09:40.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,381.0
500OH00000TC0BnYAL,False,,18392809,0030A0000029X4vQAE,0010A000002vwkEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2025-03-17T14:45:16.000+0000,False,False,005OH000006uYs6YAE,2025-03-17T14:24:03.000+0000,005OH000006uYs6YAE,2025-03-17T14:45:16.000+0000,005OH000006uYs6YAE,2025-03-17T14:45:16.000+0000,(514)467-3400,,simon.p.cote@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs6YAE,,,,,,,0.0,0.0,0.0,,False,381.0
500OH00000TCcLpYAL,False,,18400928,0030A000004SIhjQAG,0010A000005E2ShQAK,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-05-06T14:44:52.000+0000,False,False,005OH0000009EwcYAE,2025-03-17T16:10:01.000+0000,005OH0000009EwcYAE,2025-05-06T14:44:52.000+0000,005OH0000009EwcYAE,2025-05-06T14:44:52.000+0000,(647)295-2495,,jasonmin@jminsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,381.0
500OH00000TCd4xYAD,False,,18400416,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,caller was calling for spouse. not available to authenticate. caller will need to reach out to advisor to request a duplicate T4. had advisors contact info and was going to reach out today.,True,2025-03-17T16:06:45.000+0000,False,False,005OH000006uYrkYAE,2025-03-17T16:03:34.000+0000,005OH000006uYrkYAE,2025-03-17T16:06:45.000+0000,005OH000006uYrkYAE,2025-03-17T16:06:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,381.0
500OH00000TD57jYAD,False,,18408064,0030A0000029awNQAQ,0010A000002vzzeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-03-17T20:50:11.000+0000,False,False,005OH000006uYs5YAE,2025-03-17T17:40:50.000+0000,005OH000006uYs5YAE,2025-03-17T20:53:31.000+0000,005OH000006uYs5YAE,2025-03-17T20:53:31.000+0000,(819)797-1493,,,(819)797-8896,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs5YAE,,,,,,,0.0,0.0,0.0,,False,381.0
500OH00000TDEkQYAX,False,,18408633,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,transferred call to Kathleen,True,2025-03-17T17:48:59.000+0000,False,False,005OH000006uYrkYAE,2025-03-17T17:47:15.000+0000,005OH000006uYrkYAE,2025-03-17T17:53:05.000+0000,005OH000006uYs5YAE,2025-03-17T17:53:05.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,381.0
500OH00000TDWfuYAH,False,,18417057,0030A000008U3yDQAS,0010A000009OEIMQA4,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,follow up on email.,True,2025-03-17T19:36:55.000+0000,False,False,005OH000006uYrkYAE,2025-03-17T19:29:22.000+0000,005OH000006uYrkYAE,2025-03-17T19:36:55.000+0000,005OH000006uYrkYAE,2025-03-17T19:36:55.000+0000,(647)921-0265,,brendan@multigenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,381.0
500OH00000TEDW9YAP,False,,18422842,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,acct # did not match name on file. suggested client call in,True,2025-03-17T20:58:18.000+0000,False,False,005OH000006uYrkYAE,2025-03-17T20:54:33.000+0000,005OH000006uYrkYAE,2025-03-17T20:58:18.000+0000,005OH000006uYrkYAE,2025-03-17T20:58:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,381.0
500OH00000TGMLdYAP,False,,18436625,0030A00000CghpIQAR,0010A00000DICXxQAP,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-05-06T12:47:09.000+0000,False,False,005OH0000009EwcYAE,2025-03-18T14:51:37.000+0000,005OH0000009EwcYAE,2025-05-06T12:47:10.000+0000,005OH0000009EwcYAE,2025-05-06T12:47:10.000+0000,(705)772-7680,,dee.dhurata@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,380.0
500OH00000TGeLoYAL,False,,18441338,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,advisor unable to log in. not sure if its a system issue or a password reset required. provided number for workspace,True,2025-03-18T16:07:00.000+0000,False,False,005OH000006uYrkYAE,2025-03-18T16:00:58.000+0000,005OH000006uYrkYAE,2025-03-18T16:07:00.000+0000,005OH000006uYrkYAE,2025-03-18T16:07:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,380.0
500OH00000THF0TYAX,False,,18455870,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,paperwork,Medium,VM to call back.,True,2025-03-18T19:24:05.000+0000,False,False,005OH000006uYrkYAE,2025-03-18T19:22:54.000+0000,005OH000006uYrkYAE,2025-03-18T19:45:02.000+0000,005OH000006uYrkYAE,2025-03-18T19:45:02.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,380.0
500OH00000THv1BYAT,False,,18458027,003G0000018f7xEIAQ,0010A000002wQ3PQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-05-06T12:45:20.000+0000,False,False,005OH0000009EwcYAE,2025-03-18T19:54:08.000+0000,005OH0000009EwcYAE,2025-05-06T12:45:21.000+0000,005OH0000009EwcYAE,2025-05-06T12:45:21.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,380.0
500OH00000TJzjvYAD,False,,18473684,0031600002a9N1sAAE,0010A000002wOHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,advisor is leaving office and going on his own. unknown if RO is changing. also discussed client who wants to open TFSA for child. discussed ITF option,True,2025-03-19T14:49:21.000+0000,False,False,005OH000006uYrkYAE,2025-03-19T14:34:45.000+0000,005OH000006uYrkYAE,2025-03-19T14:49:21.000+0000,005OH000006uYrkYAE,2025-03-19T14:49:21.000+0000,(902)401-4166,(902) 401-4166,djones@ldwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,379.0
500OH00000TKLR7YAP,False,,18478720,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-03-19T15:53:15.000+0000,False,False,005OH000006uYrkYAE,2025-03-19T15:52:24.000+0000,005OH000006uYrkYAE,2025-03-19T15:53:15.000+0000,005OH000006uYrkYAE,2025-03-19T15:53:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,379.0
500OH00000TLDkkYAH,False,,18485069,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"former advisor, code 38115, is required to pay a fee but doesn't know what it's for. informed him to follow up with whoever informed him of the fee, or his former regional manager.",True,2025-03-19T17:32:41.000+0000,False,False,005OH000006uYrkYAE,2025-03-19T17:27:17.000+0000,005OH000006uYrkYAE,2025-03-19T17:32:41.000+0000,005OH000006uYrkYAE,2025-03-19T17:32:41.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,379.0
500OH00000TLP7fYAH,False,,18490312,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,halt trade,Medium,halt trade on plan due to privacy breach. removed while MA performed conversion and placed halt trade on plan again,True,2025-03-19T18:51:50.000+0000,False,False,005OH000006uYrkYAE,2025-03-19T18:40:59.000+0000,005OH000006uYrkYAE,2025-03-19T18:51:50.000+0000,005OH000006uYrkYAE,2025-03-19T18:51:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,379.0
500OH00000TLQbVYAX,False,,18487672,0030A0000029f4rQAA,0010A000002w3J1QAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Diabetic equipment,Medium,,True,2025-05-01T18:29:00.000+0000,False,False,005OH0000009EwcYAE,2025-03-19T18:04:12.000+0000,005OH0000009EwcYAE,2025-05-01T18:29:00.000+0000,005OH0000009EwcYAE,2025-05-01T18:29:00.000+0000,(604)818-1767,(403) 808-9535,mbuytels@zlc.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,379.0
500OH00000TLbohYAD,False,,18490543,0030A0000029WTTQA2,0010A000002vwC2QAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-05-01T13:43:05.000+0000,False,False,005OH0000009EwcYAE,2025-03-19T18:44:29.000+0000,005OH0000009EwcYAE,2025-05-01T13:43:06.000+0000,005OH0000009EwcYAE,2025-05-01T13:43:06.000+0000,(604)524-8644,(778) 318-9422,dbbuyuccan@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,379.0
500OH00000TM6J0YAL,False,,18493360,003G0000018f7uQIAQ,0010A000002wQ0cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,error when placing purchase,True,2025-03-19T20:06:02.000+0000,False,False,005OH000006uYrkYAE,2025-03-19T19:23:54.000+0000,005OH000006uYrkYAE,2025-03-19T20:06:02.000+0000,005OH000006uYrkYAE,2025-03-19T20:06:02.000+0000,(250) 642-0776,(250) 889-5237,karen@masonfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,379.0
500OH00000TM6r1YAD,False,,18497653,003G0000018f6eRIAQ,0010A000002wOcTQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-29T16:51:12.000+0000,False,False,005OH0000009EwcYAE,2025-03-19T20:30:53.000+0000,005OH0000009EwcYAE,2025-04-29T16:51:12.000+0000,005OH0000009EwcYAE,2025-04-29T16:51:12.000+0000,(204)299-7196,(204) 299-7196,dean.barth@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,379.0
500OH00000TMVxOYAX,False,,18499694,0030A0000029f2gQAA,0010A000002w3GbQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-28T20:35:41.000+0000,False,False,005OH0000009EwcYAE,2025-03-19T21:12:18.000+0000,005OH0000009EwcYAE,2025-04-28T20:35:41.000+0000,005OH0000009EwcYAE,2025-04-28T20:35:41.000+0000,(780)945-2886,,laura@cordisfinancial.ca,(780)443-4129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,379.0
500OH00000TOI86YAH,False,,18511328,0030A0000029lGPQAY,0010A000002w8RcQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-28T20:13:51.000+0000,False,False,005OH0000009EwcYAE,2025-03-20T14:43:55.000+0000,005OH0000009EwcYAE,2025-04-28T20:13:52.000+0000,005OH0000009EwcYAE,2025-04-28T20:13:52.000+0000,(905)682-7292,,mark.ewert@igpwm.ca,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TOJwuYAH,False,,18508732,0030A0000029lGPQAY,0010A000002w8RcQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Gender affirmation,Medium,,True,2025-04-28T20:14:39.000+0000,False,False,005OH0000009EwcYAE,2025-03-20T13:57:55.000+0000,005OH0000009EwcYAE,2025-04-28T20:14:39.000+0000,005OH0000009EwcYAE,2025-04-28T20:14:39.000+0000,(905)682-7292,,mark.ewert@igpwm.ca,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TOZDdYAP,False,,18510150,0030A00000CWGVBQA5,0010A000002wAnyQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,memebr wanted to confirm if spouse was on file,True,2025-03-20T14:26:19.000+0000,False,False,005OH0000009EwbYAE,2025-03-20T14:24:32.000+0000,005OH0000009EwbYAE,2025-03-20T14:26:20.000+0000,005OH0000009EwbYAE,2025-03-20T14:26:20.000+0000,,,dominic.cote91@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TOgOqYAL,False,,18514536,0030A0000029f2gQAA,0010A000002w3GbQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Diabetic equipment,Medium,,True,2025-04-28T20:13:14.000+0000,False,False,005OH0000009EwcYAE,2025-03-20T15:34:57.000+0000,005OH0000009EwcYAE,2025-04-28T20:13:14.000+0000,005OH0000009EwcYAE,2025-04-28T20:13:14.000+0000,(780)945-2886,,laura@cordisfinancial.ca,(780)443-4129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TOk99YAD,False,,18515131,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up only,True,2025-03-20T15:44:21.000+0000,False,False,005OH000006uYrkYAE,2025-03-20T15:43:38.000+0000,005OH000006uYrkYAE,2025-03-20T15:44:21.000+0000,005OH000006uYrkYAE,2025-03-20T15:44:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TOkkHYAT,False,,18516103,003G0000018f7sNIAQ,0010A000002wPydQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Drugs - Biologic / biosimilar switching,Medium,,True,2025-04-28T20:12:56.000+0000,False,False,005OH0000009EwcYAE,2025-03-20T15:58:24.000+0000,005OH0000009EwcYAE,2025-04-28T20:12:56.000+0000,005OH0000009EwcYAE,2025-04-28T20:12:56.000+0000,(800) 667-2726 x204,,d.teasdale@norbram.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TP6w0YAD,False,,18517441,003OH000008MOdNYAW,001OH00000AAOT9YAP,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Diabetic equipment,Medium,,True,2025-04-28T20:12:39.000+0000,False,False,005OH0000009EwcYAE,2025-03-20T16:19:45.000+0000,005OH0000009EwcYAE,2025-04-28T20:12:39.000+0000,005OH0000009EwcYAE,2025-04-28T20:12:39.000+0000,(306)952-6060,,l.wong@mktswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TPMPhYAP,False,,18520200,0030A00000CVYd8QAH,0010A00000D6WF1QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-03-20T17:30:26.000+0000,False,False,005OH000006uYruYAE,2025-03-20T17:00:29.000+0000,005OH000006uYruYAE,2025-03-20T17:30:59.000+0000,005OH000006uYruYAE,2025-03-20T17:30:59.000+0000,(905)480-0344,(416) 577-4660,tristan.murray@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TPhsKYAT,False,,18527025,003OH00000C8Y2VYAV,001OH00000EZY3fYAH,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-28T14:13:54.000+0000,False,False,005OH0000009EwcYAE,2025-03-20T18:41:59.000+0000,005OH0000009EwcYAE,2025-04-28T14:13:54.000+0000,005OH0000009EwcYAE,2025-04-28T14:13:54.000+0000,(778)866-5247,,luke.sewell@videre.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TPpmcYAD,False,,18525845,0030A0000029i0QQAQ,0010A000002w5mzQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-28T14:14:08.000+0000,False,False,005OH0000009EwcYAE,2025-03-20T18:23:45.000+0000,005OH0000009EwcYAE,2025-04-28T14:14:09.000+0000,005OH0000009EwcYAE,2025-04-28T14:14:09.000+0000,(613)384-1880,,susan@susancreasy.ca,(613)384-4679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TQ1mEYAT,False,,18532819,0030A00000AC42tQAD,0010A000009JbsDQAS,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-04-17T19:29:59.000+0000,False,False,005OH0000009EwcYAE,2025-03-20T20:12:23.000+0000,005OH0000009EwcYAE,2025-04-17T19:30:00.000+0000,005OH0000009EwcYAE,2025-04-17T19:30:00.000+0000,(514)425-2000,,drainville@golfatlantide.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TQV97YAH,False,,18534166,0030A0000029jSZQAY,0010A000002w6yiQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-17T18:50:14.000+0000,False,False,005OH0000009EwcYAE,2025-03-20T20:37:37.000+0000,005OH0000009EwcYAE,2025-04-17T18:50:14.000+0000,005OH0000009EwcYAE,2025-04-17T18:50:14.000+0000,(778)999-7768,,sam@familyinsuranceplans.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TQVXLYA5,False,,18535624,0030A00000BbrUhQAJ,0010A00000CC4XnQAL,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,transfer,Medium,VM to call back,True,2025-03-20T21:09:38.000+0000,False,False,005OH000006uYrkYAE,2025-03-20T21:08:12.000+0000,005OH000006uYrkYAE,2025-03-20T21:09:38.000+0000,005OH000006uYrkYAE,2025-03-20T21:09:38.000+0000,(780)205-2334,,darren.weinkauf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,378.0
500OH00000TSLQbYAP,False,,18543084,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-17T18:08:29.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T13:35:13.000+0000,005OH0000009EwcYAE,2025-04-17T18:08:29.000+0000,005OH0000009EwcYAE,2025-04-17T18:08:29.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TScEdYAL,False,,18549202,003OH000004AxPbYAK,001OH000005H1xoYAC,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-04-17T18:05:41.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T15:22:10.000+0000,005OH0000009EwcYAE,2025-04-17T18:05:42.000+0000,005OH0000009EwcYAE,2025-04-17T18:05:42.000+0000,(613)854-8854,,gdjjanb@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TSf18YAD,False,,18547076,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,returned call. got VM,True,2025-03-21T15:37:27.000+0000,False,False,005OH000006uYrkYAE,2025-03-21T14:48:59.000+0000,005OH000006uYrkYAE,2025-03-21T15:37:28.000+0000,005OH000006uYrkYAE,2025-03-21T15:37:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TSfYzYAL,False,,18547086,0030A00000BbrUhQAJ,0010A00000CC4XnQAL,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,process walkthrough,Medium,follow up on VM,True,2025-03-21T15:34:38.000+0000,False,False,005OH000006uYrkYAE,2025-03-21T14:49:14.000+0000,005OH000006uYrkYAE,2025-03-21T15:34:38.000+0000,005OH000006uYrkYAE,2025-03-21T15:34:38.000+0000,(780)205-2334,,darren.weinkauf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TSlpiYAD,False,,18548179,0030A0000029f4rQAA,0010A000002w3J1QAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-04-17T18:06:31.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T15:06:30.000+0000,005OH0000009EwcYAE,2025-04-17T18:06:32.000+0000,005OH0000009EwcYAE,2025-04-17T18:06:32.000+0000,(604)818-1767,(403) 808-9535,mbuytels@zlc.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TSoMAYA1,False,,18548603,003G0000018f6UEIAY,0010A000002wOQwQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-17T18:06:11.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T15:13:04.000+0000,005OH0000009EwcYAE,2025-04-17T18:06:11.000+0000,005OH0000009EwcYAE,2025-04-17T18:06:11.000+0000,(403)313-2026X2,(403) 890-0063,don.rea@myflightplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TSqiyYAD,False,,18550204,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,VM to call back,True,2025-03-21T16:03:23.000+0000,False,False,005OH000006uYrkYAE,2025-03-21T15:37:51.000+0000,005OH000006uYrkYAE,2025-03-21T16:03:23.000+0000,005OH000006uYrkYAE,2025-03-21T16:03:23.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TSrv9YAD,False,,18550177,0030A00000CcHKmQAN,0010A000007rc1hQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-04-17T18:05:24.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T15:37:27.000+0000,005OH0000009EwcYAE,2025-04-17T18:05:25.000+0000,005OH0000009EwcYAE,2025-04-17T18:05:25.000+0000,,,synara.vasques@smiledirectclub.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TSsxgYAD,False,,18551232,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vM,Medium,left VM to call back,True,2025-03-21T16:04:09.000+0000,False,False,005OH000006uYrkYAE,2025-03-21T15:53:37.000+0000,005OH000006uYrkYAE,2025-03-21T16:04:10.000+0000,005OH000006uYrkYAE,2025-03-21T16:04:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TSwwTYAT,False,,18552147,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-04-17T18:04:54.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T16:08:17.000+0000,005OH0000009EwcYAE,2025-04-17T18:04:54.000+0000,005OH0000009EwcYAE,2025-04-17T18:04:54.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TSzXlYAL,False,,18553064,0030A0000029p2aQAA,0010A000002wBa7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund merger/questions,Medium,wondered if conversion was processed correctly. reviewed TXN under plan,True,2025-03-21T16:32:07.000+0000,False,False,005OH000006uYrkYAE,2025-03-21T16:23:15.000+0000,005OH000006uYrkYAE,2025-03-21T16:32:07.000+0000,005OH000006uYrkYAE,2025-03-21T16:32:07.000+0000,(416)491-7400,,lisa.gray@investorsgroup.com,(416)491-7416,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TT6UTYA1,False,,18554766,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-03-21T16:50:27.000+0000,False,False,005OH000006uYrkYAE,2025-03-21T16:49:53.000+0000,005OH000006uYrkYAE,2025-03-21T16:50:27.000+0000,005OH000006uYrkYAE,2025-03-21T16:50:27.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TT9ATYA1,False,,18553166,0030A000009FtWbQAK,0010A00000AHOV0QAP,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-17T18:04:37.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T16:24:48.000+0000,005OH0000009EwcYAE,2025-04-17T18:04:38.000+0000,005OH0000009EwcYAE,2025-04-17T18:04:38.000+0000,(306)359-0776X322,(306) 533-4657,j.werner@leipertfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TTGf2YAH,False,,18556707,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-17T18:04:22.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T17:19:28.000+0000,005OH0000009EwcYAE,2025-04-17T18:04:22.000+0000,005OH0000009EwcYAE,2025-04-17T18:04:22.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TTHcjYAH,False,,18557087,003G0000018f7sNIAQ,0010A000002wPydQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-17T18:04:06.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T17:24:30.000+0000,005OH0000009EwcYAE,2025-04-17T18:04:06.000+0000,005OH0000009EwcYAE,2025-04-17T18:04:06.000+0000,(800) 667-2726 x204,,d.teasdale@norbram.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TTV7nYAH,False,,18557946,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-17T18:03:52.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T17:37:09.000+0000,005OH0000009EwcYAE,2025-04-17T18:03:52.000+0000,005OH0000009EwcYAE,2025-04-17T18:03:52.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TTZrKYAX,False,,18559548,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,has CL RSP but LLp fund. could not locate on IC. transferred call to segs,True,2025-03-21T18:06:10.000+0000,False,False,005OH000006uYrkYAE,2025-03-21T18:01:06.000+0000,005OH000006uYrkYAE,2025-03-21T18:06:10.000+0000,005OH000006uYrkYAE,2025-03-21T18:06:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TTyL8YAL,False,,18566629,0031600002NqzIgAAJ,001G000001dtgyrIAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-17T18:00:02.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T19:51:42.000+0000,005OH0000009EwcYAE,2025-04-17T18:00:03.000+0000,005OH0000009EwcYAE,2025-04-17T18:00:03.000+0000,(604) 251-7444,,,(604) 251-6727,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TU4NKYA1,False,,18567114,0030A0000029VNaQAM,0010A000002vvISQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-17T17:59:46.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T20:00:11.000+0000,005OH0000009EwcYAE,2025-04-17T17:59:46.000+0000,005OH0000009EwcYAE,2025-04-17T17:59:46.000+0000,(416)565-4535,,eric@emeraldwealthmanagement.ca,(416)789-0236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TU4X2YAL,False,,18567808,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,just a busy signal heard,True,2025-03-21T20:13:33.000+0000,False,False,005OH000006uYrkYAE,2025-03-21T20:12:35.000+0000,005OH000006uYrkYAE,2025-03-21T20:13:33.000+0000,005OH000006uYrkYAE,2025-03-21T20:13:33.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TUAm3YAH,False,,18567694,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,just heard static,True,2025-03-21T20:12:51.000+0000,False,False,005OH000006uYrkYAE,2025-03-21T20:10:38.000+0000,005OH000006uYrkYAE,2025-03-21T20:12:51.000+0000,005OH000006uYrkYAE,2025-03-21T20:12:51.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TUCvtYAH,False,,18567352,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-04-17T17:59:29.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T20:04:18.000+0000,005OH0000009EwcYAE,2025-04-17T17:59:29.000+0000,005OH0000009EwcYAE,2025-04-17T17:59:29.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TUEeMYAX,False,,18568111,0030A00000AC2RzQAL,001G000001kmmudIAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-17T17:59:12.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T20:18:56.000+0000,005OH0000009EwcYAE,2025-04-17T17:59:12.000+0000,005OH0000009EwcYAE,2025-04-17T17:59:12.000+0000,(418)338-3507,,josee.vachon@dsdinternational.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TUIwaYAH,False,,18570302,003G0000018f6dLIAQ,0010A000002wObWQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-17T13:26:58.000+0000,False,False,005OH0000009EwcYAE,2025-03-21T21:10:05.000+0000,005OH0000009EwcYAE,2025-04-17T13:26:58.000+0000,005OH0000009EwcYAE,2025-04-17T13:26:58.000+0000,(613)537-5252,(613) 551-5360,mike@whaleyassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,377.0
500OH00000TYkz7YAD,False,,18583804,003G0000018f7AsIAI,0010A000002wPErQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,percentages for inbound and outbound,True,2025-03-24T14:17:25.000+0000,False,False,005OH000006uYrkYAE,2025-03-24T14:12:17.000+0000,005OH000006uYrkYAE,2025-03-24T14:17:25.000+0000,005OH000006uYrkYAE,2025-03-24T14:17:25.000+0000,(416)568-7235,(416) 568-7235,peter.corringham@pcwealth.ca,(289)277-1207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,374.0
500OH00000TYndZYAT,False,,18583799,0030A0000029bRuQAI,0010A000002w0OFQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,,Medium,,True,2025-10-17T01:27:35.000+0000,False,False,005OH000007ewVtYAI,2025-03-24T14:12:12.000+0000,005OH000007ewVtYAI,2025-10-17T01:27:38.000+0000,0050A000001i2a9QAA,2025-10-17T01:27:38.000+0000,(450)656-1926,,christian.petit@securigroupe.com,(450)656-9478,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007ewVtYAI,,,,,,,0.0,0.0,0.0,,False,374.0
500OH00000TZ46UYAT,False,,18585834,,0010A000002vurNQAQ,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Inbound call - Termination Request received. Unretainable - lost due to group coverage. Last date of policy is on March 31, 2025. Tracked in PDAS.",True,2025-03-24T14:47:07.000+0000,False,False,005OH000003hhRNYAY,2025-03-24T14:42:11.000+0000,005OH000003hhRNYAY,2025-03-24T14:47:47.000+0000,005OH000003hhRNYAY,2025-03-24T14:47:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,374.0
500OH00000TZIatYAH,False,,18592882,003G0000018f7O8IAI,0010A000002wPUZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,call from MA for T3 and T5. code and name provided does not match IC. client will need to call in.,True,2025-03-24T16:20:28.000+0000,False,False,005OH000006uYrkYAE,2025-03-24T16:14:37.000+0000,005OH000006uYrkYAE,2025-03-24T16:20:29.000+0000,005OH000006uYrkYAE,2025-03-24T16:20:29.000+0000,(250)753-9955,(250) 751-9080,graham@kehoefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,374.0
500OH00000TZOLJYA5,False,,18589562,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,confirmed received and stop flags removed.,True,2025-03-24T15:42:48.000+0000,False,False,005OH000006uYrkYAE,2025-03-24T15:30:55.000+0000,005OH000006uYrkYAE,2025-03-24T15:42:48.000+0000,005OH000006uYrkYAE,2025-03-24T15:42:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,374.0
500OH00000TZWE1YAP,False,,18591485,,0010A000002wOipQAE,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Member is looking to increase coverage to the Guaranteed Plus without drugs, as of April 1st. He wants dental but no drugs. Member also requested to remove ETM, however I see the plan only began Jan 1, so I advised the ETM needs to be on the plan for 12 months. Member understood, but if possible to remove ETM, please do. If not possible, member is aware. I quoted $263.52 for G+ w/o drugs and no ETM, should be roughly $301.53 with ETM",True,2025-03-24T16:19:46.000+0000,False,False,0055o000001jr2KAAQ,2025-03-24T15:55:49.000+0000,0055o000001jr2KAAQ,2025-03-24T16:19:47.000+0000,0055o000001jr2KAAQ,2025-03-24T16:19:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001jr2KAAQ,,,,,,,0.0,0.0,0.0,,False,374.0
500OH00000TawROYAZ,False,,18613571,0031600002ISxAiAAL,0010A000002wNN4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,FA needs to edit PAC on IC. nominee plan,True,2025-03-25T12:40:04.000+0000,False,False,005OH000006uYrkYAE,2025-03-24T20:49:03.000+0000,005OH000006uYrkYAE,2025-03-25T12:40:04.000+0000,005OH000006uYrkYAE,2025-03-25T12:40:04.000+0000,(613)267-3550,(613) 539-0465,nicholas@twealthsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,374.0
500OH00000Tcu27YAB,False,,18626604,0030A0000029oMvQAI,0010A000002wB1iQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-03-25T14:51:41.000+0000,False,False,005OH000000pUycYAE,2025-03-25T14:46:19.000+0000,005OH000000pUycYAE,2025-03-25T14:51:41.000+0000,005OH000000pUycYAE,2025-03-25T14:51:41.000+0000,(780)708-1698,(780) 708-1698,camillewang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000pUycYAE,,,,,,,0.0,0.0,0.0,,False,373.0
500OH00000TdF1pYAF,False,,18631746,003G0000018f6YvIAI,0010A000002wOW0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,call to mackenzie to determine reason for letter for RESP acct 10575560,True,2025-03-25T16:29:12.000+0000,False,False,005OH000006uYrkYAE,2025-03-25T16:04:26.000+0000,005OH000006uYrkYAE,2025-03-25T16:29:12.000+0000,005OH000006uYrkYAE,2025-03-25T16:29:12.000+0000,(416)203-1977X27,(416) 366-2971 ext. 7456(not in service),pbennett@blueprintwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,373.0
500OH00000ThSWfYAN,False,,18668426,003G0000018f7I6IAI,0010A000002wPNMQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-15T17:21:53.000+0000,False,False,005OH0000009EwcYAE,2025-03-26T15:49:26.000+0000,005OH0000009EwcYAE,2025-04-15T17:21:54.000+0000,005OH0000009EwcYAE,2025-04-15T17:21:54.000+0000,(647)277-1186X700,(416) 824-6072,christopher@dewdney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,372.0
500OH00000ThTCgYAN,False,,18673314,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,acct's provided are segs. transferred.,True,2025-03-26T17:14:20.000+0000,False,False,005OH000006uYrkYAE,2025-03-26T17:08:24.000+0000,005OH000006uYrkYAE,2025-03-26T17:14:20.000+0000,005OH000006uYrkYAE,2025-03-26T17:14:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,372.0
500OH00000ThoyfYAB,False,,18675759,0030A00000AC72PQAT,0011600001ogxtCAAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-15T18:14:49.000+0000,False,False,005OH0000009EwcYAE,2025-03-26T17:44:52.000+0000,005OH0000009EwcYAE,2025-04-15T18:14:50.000+0000,005OH0000009EwcYAE,2025-04-15T18:14:50.000+0000,(514)394-1137,,f.dufresne@ca.fsc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,372.0
500OH00000Thx4BYAR,False,,18675120,0030A00000CghpIQAR,0010A00000DICXxQAP,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-15T18:15:10.000+0000,False,False,005OH0000009EwcYAE,2025-03-26T17:35:35.000+0000,005OH0000009EwcYAE,2025-04-15T18:15:11.000+0000,005OH0000009EwcYAE,2025-04-15T18:15:11.000+0000,(705)772-7680,,dee.dhurata@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,372.0
500OH00000TiIjnYAF,False,,18683931,0031600002a9N1sAAE,0010A000002wOHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,reviewed forms and processes. emailed links to toolkit and hub,True,2025-03-26T20:00:52.000+0000,False,False,005OH000006uYrkYAE,2025-03-26T19:48:24.000+0000,005OH000006uYrkYAE,2025-03-26T20:00:52.000+0000,005OH000006uYrkYAE,2025-03-26T20:00:52.000+0000,(902)401-4166,(902) 401-4166,djones@ldwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,372.0
500OH00000TiP5FYAV,False,,18680490,003G0000018f6omIAA,0010A000002wOqWQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Diabetic equipment,Medium,,True,2025-04-15T16:16:07.000+0000,False,False,005OH0000009EwcYAE,2025-03-26T18:55:10.000+0000,005OH0000009EwcYAE,2025-04-15T16:16:07.000+0000,005OH0000009EwcYAE,2025-04-15T16:16:08.000+0000,(306)519-2811,(306) 537-2667,drew@bradywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,372.0
500OH00000TiPTVYA3,False,,18682425,0035o000004GIpPAAW,0015o000003j6DHAAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-14T19:34:18.000+0000,False,False,005OH0000009EwcYAE,2025-03-26T19:25:04.000+0000,005OH0000009EwcYAE,2025-04-14T19:34:19.000+0000,005OH0000009EwcYAE,2025-04-14T19:34:19.000+0000,(514) 917-8485,,valentin.callipel@groupecyberjustice.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,372.0
500OH00000Tib1hYAB,False,,18687299,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-14T18:06:34.000+0000,False,False,005OH0000009EwcYAE,2025-03-26T20:43:50.000+0000,005OH0000009EwcYAE,2025-04-14T18:06:34.000+0000,005OH0000009EwcYAE,2025-04-14T18:06:34.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,372.0
500OH00000TiihOYAR,False,,18684890,003G0000018f6fEIAQ,0010A000002wOdGQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-14T19:33:33.000+0000,False,False,005OH0000009EwcYAE,2025-03-26T20:03:24.000+0000,005OH0000009EwcYAE,2025-04-14T19:33:33.000+0000,005OH0000009EwcYAE,2025-04-14T19:33:33.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,372.0
500OH00000TimOTYAZ,False,,18686041,003G0000018f6kyIAA,0010A000002wOmiQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Enrolment,Medium,,True,2025-04-14T18:07:25.000+0000,False,False,005OH0000009EwcYAE,2025-03-26T20:21:23.000+0000,005OH0000009EwcYAE,2025-04-14T18:07:25.000+0000,005OH0000009EwcYAE,2025-04-14T18:07:25.000+0000,(807)475-9424,(807) 355-2950,bob@swanfinancialconcepts.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,372.0
500OH00000TkRPbYAN,False,,18696125,0030A0000029kLpQAI,0010A000002w7hcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adjustments,Medium,,True,2025-03-27T13:45:13.000+0000,False,False,005OH000006uYs6YAE,2025-03-27T13:33:09.000+0000,005OH000006uYs6YAE,2025-03-27T13:45:13.000+0000,005OH000006uYs6YAE,2025-03-27T13:45:13.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs6YAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000TkSIQYA3,False,,18696204,003G0000018f79TIAQ,0010A000002wPCmQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Changes to Plan Design,Medium,,True,2025-04-14T16:19:26.000+0000,False,False,005OH0000009EwcYAE,2025-03-27T13:34:56.000+0000,005OH0000009EwcYAE,2025-04-14T16:19:27.000+0000,005OH0000009EwcYAE,2025-04-14T16:19:27.000+0000,(416)886-0297,(416) 886-0297,satinder@dhinsawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000TkgTNYAZ,False,,18696754,0030A0000029awYQAQ,0010A000002vzzpQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-11T15:24:49.000+0000,False,False,005OH0000009EwcYAE,2025-03-27T13:47:20.000+0000,005OH0000009EwcYAE,2025-04-11T15:24:49.000+0000,005OH0000009EwcYAE,2025-04-11T15:24:49.000+0000,(416)496-8247,,info@pegasus-ins.ca,(905)475-2536,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000TksfpYAB,False,,18698608,003OH00000HTvFeYAL,0011600001sFHBVAA4,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-14T16:18:35.000+0000,False,False,005OH0000009EwcYAE,2025-03-27T14:23:04.000+0000,005OH0000009EwcYAE,2025-04-14T16:18:35.000+0000,005OH0000009EwcYAE,2025-04-14T16:18:35.000+0000,(514) 942-2319,,elajeunesse@erivan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000TkvozYAB,False,,18699080,003G0000018f7vcIAA,0010A000002wQ1nQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-14T13:03:18.000+0000,False,False,005OH0000009EwcYAE,2025-03-27T14:31:59.000+0000,005OH0000009EwcYAE,2025-04-14T13:03:18.000+0000,005OH0000009EwcYAE,2025-04-14T13:03:18.000+0000,(604) 936-4325,,vsbarnet@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000TkwOXYAZ,False,,18700275,003G0000018f77gIAA,0010A000002wPB0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,docusign,Medium,VM that FA will send email to follow up,True,2025-03-27T14:55:45.000+0000,False,False,005OH000006uYrkYAE,2025-03-27T14:53:30.000+0000,005OH000006uYrkYAE,2025-03-27T17:57:19.000+0000,005OH000006uYrkYAE,2025-03-27T17:57:19.000+0000,(416)254-7128X227,(416) 525-6206,brian.bigman@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000TkxZBYAZ,False,,18702111,,0010A000002vwbsQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-03-27T15:32:59.000+0000,False,False,0055o000002CZeeAAG,2025-03-27T15:25:01.000+0000,0055o000002CZeeAAG,2025-03-27T15:33:00.000+0000,0055o000002CZeeAAG,2025-03-27T15:33:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002CZeeAAG,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000Tl3hhYAB,False,,18700751,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000O0gRGYAZ,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,Mutual Fund,012OH00000000WHYAY,Closed,Field Required,Email,,Client Contact Info,Medium,"From: Michael Taylor <neologist6345@gmail.com>
Sent: March 27, 2025 11:00 AM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: [EXT] Contact Info

Hello, I received a letter from you requesting my contact information. Here it is: Michael Taylor 6345 Moonstone Dr, Grand Blanc Charter Township, MI 48439 (810) 965 0466 neologist6345@ gmail. com ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍

Hello, I received a letter from you requesting my contact information. Here it is:

Michael Taylor
6345 Moonstone Dr, Grand Blanc Charter Township, MI 48439
(810) 965 0466
neologist6345@gmail.com<mailto:neologist6345@gmail.com>",True,2025-04-08T18:11:08.000+0000,False,False,005OH000003LOwtYAG,2025-03-27T15:01:40.000+0000,0050A000000HoslQAC,2025-04-09T16:55:09.000+0000,005G0000002h3jmIAA,2025-04-09T16:55:09.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003LOwtYAG,,,,,,,2.0,0.0,0.0,,False,371.0
500OH00000Tl62sYAB,False,,18701293,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,plan set up as individual; should be family. confirmed requirements to change plan type.,True,2025-03-27T15:22:42.000+0000,False,False,005OH000006uYrkYAE,2025-03-27T15:11:16.000+0000,005OH000006uYrkYAE,2025-03-27T15:22:43.000+0000,005OH000006uYrkYAE,2025-03-27T15:22:43.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000TluKhYAJ,False,,18714219,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-03-27T18:43:19.000+0000,False,False,005OH000006uYrkYAE,2025-03-27T18:32:40.000+0000,005OH000006uYrkYAE,2025-03-27T18:43:19.000+0000,005OH000006uYrkYAE,2025-03-27T18:43:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000Tm2DKYAZ,False,,18713015,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,dialed wrong #,True,2025-03-27T18:16:08.000+0000,False,False,005OH000006uYrkYAE,2025-03-27T18:15:18.000+0000,005OH000006uYrkYAE,2025-03-27T18:16:08.000+0000,005OH000006uYrkYAE,2025-03-27T18:16:08.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000Tm3CdYAJ,False,,18714809,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,transfer out,Medium,provided fax #,True,2025-03-27T18:42:30.000+0000,False,False,005OH000006uYrkYAE,2025-03-27T18:41:35.000+0000,005OH000006uYrkYAE,2025-03-27T18:42:30.000+0000,005OH000006uYrkYAE,2025-03-27T18:42:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000Tm3SmYAJ,False,,18714266,0030A0000062vxTQAQ,0010A000006nXD1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,,True,2025-03-27T18:39:36.000+0000,False,False,005OH000006uYs6YAE,2025-03-27T18:33:24.000+0000,005OH000006uYs6YAE,2025-03-27T18:39:36.000+0000,005OH000006uYs6YAE,2025-03-27T18:39:36.000+0000,(438)821-9243,(438) 821-9243,ian.parent@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs6YAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000Tm5cgYAB,False,,18715195,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-04-10T19:16:27.000+0000,False,False,005OH0000009EwcYAE,2025-03-27T18:47:42.000+0000,005OH0000009EwcYAE,2025-04-10T19:16:27.000+0000,005OH0000009EwcYAE,2025-04-10T19:16:27.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000Tm8IoYAJ,False,,18716529,0035o000004PW8mAAG,0015o000004yfjjAAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-03-27T19:27:36.000+0000,False,False,005OH000006uYs5YAE,2025-03-27T19:10:12.000+0000,005OH000006uYs5YAE,2025-03-27T19:27:36.000+0000,005OH000006uYs5YAE,2025-03-27T19:27:36.000+0000,(514)703-8049,(514) 703-8049,martine@evolution360.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs5YAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000TmQ1BYAV,False,,18720723,0030A0000029VOKQA2,0010A000002vvJ2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,follow up on transfer out of SDRSP and CHTFSA.,True,2025-03-27T20:35:43.000+0000,False,False,005OH000006uYrkYAE,2025-03-27T20:24:35.000+0000,005OH000006uYrkYAE,2025-03-27T20:35:44.000+0000,005OH000006uYrkYAE,2025-03-27T20:35:44.000+0000,(403)320-5522,,arlin@financial-benefit.com,(403)320-5522,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000TmSsaYAF,False,,18721601,003G0000018f7qEIAQ,0010A000002wPwfQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-10T16:11:38.000+0000,False,False,005OH0000009EwcYAE,2025-03-27T20:42:24.000+0000,005OH0000009EwcYAE,2025-04-10T16:11:39.000+0000,005OH0000009EwcYAE,2025-04-10T16:11:39.000+0000,(306) 546-4171,(306) 536-3574,lepagefininc@accesscomm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,371.0
500OH00000ToCLaYAN,False,,18731264,003OH00000C8Y2VYAV,001OH00000EZY3fYAH,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-10T15:25:36.000+0000,False,False,005OH0000009EwcYAE,2025-03-28T14:05:51.000+0000,005OH0000009EwcYAE,2025-04-10T15:25:36.000+0000,005OH0000009EwcYAE,2025-04-10T15:25:36.000+0000,(778)866-5247,,luke.sewell@videre.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TofH0YAJ,False,,18733477,0030A0000029WWDQA2,0010A000002vwEOQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-10T15:24:55.000+0000,False,False,005OH0000009EwcYAE,2025-03-28T14:49:00.000+0000,005OH0000009EwcYAE,2025-04-10T15:24:55.000+0000,005OH0000009EwcYAE,2025-04-10T15:24:55.000+0000,(613)723-8367,,michaeld@globaliqx.com,(613)723-0251,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TomFHYAZ,False,,18735018,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,LOD will be sent to me to add to request,True,2025-03-28T15:21:42.000+0000,False,False,005OH000006uYrkYAE,2025-03-28T15:17:09.000+0000,005OH000006uYrkYAE,2025-03-28T15:21:42.000+0000,005OH000006uYrkYAE,2025-03-28T15:21:42.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TozlxYAB,False,,18737159,003G0000018f7ydIAA,0010A000002wQ4aQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-10T14:06:06.000+0000,False,False,005OH0000009EwcYAE,2025-03-28T15:53:41.000+0000,005OH0000009EwcYAE,2025-04-10T14:06:07.000+0000,005OH0000009EwcYAE,2025-04-10T14:06:07.000+0000,(807) 223-8866,(807) 938-5093,brenda@brendazerbinatifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000Tp8kTYAR,False,,18741466,003OH00000KUkOUYA1,001OH00000P0g2oYAB,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-09T17:11:02.000+0000,False,False,005OH0000009EwcYAE,2025-03-28T17:07:13.000+0000,005OH0000009EwcYAE,2025-04-09T17:11:02.000+0000,005OH0000009EwcYAE,2025-04-09T17:11:02.000+0000,(403)360-8095,,barbertheadvisor@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TpQRIYA3,False,,18747296,003G0000018f7xEIAQ,0010A000002wQ3PQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-04-09T13:36:40.000+0000,False,False,005OH0000009EwcYAE,2025-03-28T18:39:23.000+0000,005OH0000009EwcYAE,2025-04-09T13:36:40.000+0000,005OH0000009EwcYAE,2025-04-09T13:36:40.000+0000,(204)946-8116,(204) 782-5596,dave@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TpbBNYAZ,False,,18746701,003G0000018f6jEIAQ,0010A000002wOjSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,KYC,Medium,FA needs to add the clients KYC. emailed screenshots to assist in updating.,True,2025-03-28T18:48:53.000+0000,False,False,005OH000006uYrkYAE,2025-03-28T18:30:05.000+0000,005OH000006uYrkYAE,2025-03-28T18:48:53.000+0000,005OH000006uYrkYAE,2025-03-28T18:48:53.000+0000,(647)272-8688,(647) 272-8688,gilbert.wong@gwprivatewealth.com,(905)475-5578,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TpbEfYAJ,False,,18746714,003G0000018f6uXIAQ,0010A000002wOwQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-03-28T18:41:57.000+0000,False,False,005OH000006uYs1YAE,2025-03-28T18:30:22.000+0000,005OH000006uYs1YAE,2025-03-28T18:41:57.000+0000,005OH000006uYs1YAE,2025-03-28T18:41:57.000+0000,(403)928-1851,,kristian@danrothfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs1YAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TpfGhYAJ,False,,18749235,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,open plan. client needs t3's and t5's.,True,2025-03-28T19:21:12.000+0000,False,False,005OH000006uYrkYAE,2025-03-28T19:11:48.000+0000,005OH000006uYrkYAE,2025-03-28T19:21:13.000+0000,005OH000006uYrkYAE,2025-03-28T19:21:13.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TpfmnYAB,False,,18745615,003G0000018f7C2IAI,0010A000002wPG0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,AWD,Medium,reviewed email sent regarding AWD,True,2025-03-28T18:49:29.000+0000,False,False,005OH000006uYrkYAE,2025-03-28T18:13:08.000+0000,005OH000006uYrkYAE,2025-03-28T18:49:30.000+0000,005OH000006uYrkYAE,2025-03-28T18:49:30.000+0000,(416)333-8575,(416) 333-8575,adam@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TpimLYAR,False,,18750625,0035o000004IbR4AAK,0015o000004rnOiAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,tfsa to spouse's tfsa. cannot do direct transfer.,True,2025-03-28T19:39:33.000+0000,False,False,005OH000006uYrkYAE,2025-03-28T19:35:30.000+0000,005OH000006uYrkYAE,2025-03-28T19:39:34.000+0000,005OH000006uYrkYAE,2025-03-28T19:39:34.000+0000,(416)234-1768,,joe@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TpkT9YAJ,False,,18747364,003G0000018f6jEIAQ,0010A000002wOjSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,KYC hard stop,Medium,vm to call back,True,2025-03-28T18:50:03.000+0000,False,False,005OH000006uYrkYAE,2025-03-28T18:40:24.000+0000,005OH000006uYrkYAE,2025-03-28T18:50:03.000+0000,005OH000006uYrkYAE,2025-03-28T18:50:03.000+0000,(647)272-8688,(647) 272-8688,gilbert.wong@gwprivatewealth.com,(905)475-5578,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TpoGbYAJ,False,,18747666,003G0000018f6vhIAA,0010A000002wOxZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-03-28T18:47:26.000+0000,False,False,005OH000006uYs1YAE,2025-03-28T18:46:08.000+0000,005OH000006uYs1YAE,2025-03-28T18:47:27.000+0000,005OH000006uYs1YAE,2025-03-28T18:47:27.000+0000,(780)459-5353,,kevin@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs1YAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TppPZYAZ,False,,18747973,003G0000018f7WsIAI,0010A000002wPdlQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Hospital,Medium,,True,2025-04-09T13:36:20.000+0000,False,False,005OH0000009EwcYAE,2025-03-28T18:50:52.000+0000,005OH0000009EwcYAE,2025-04-09T13:36:21.000+0000,005OH0000009EwcYAE,2025-04-09T13:36:21.000+0000,(604)341-7999,(604) 341-7999,dert@evolutionstrategies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TpuInYAJ,False,,18748955,003G0000018f7f4IAA,0010A000002wPldQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-08T20:03:27.000+0000,False,False,005OH0000009EwcYAE,2025-03-28T19:07:05.000+0000,005OH0000009EwcYAE,2025-04-08T20:03:27.000+0000,005OH0000009EwcYAE,2025-04-08T20:03:27.000+0000,"(905) 851-8555 ,,,87010",(416) 816-1378,fsauer@adriatic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,370.0
500OH00000TukCPYAZ,False,,18765193,0030A0000029ZGjQAM,0010A000002vyalQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-08T17:11:33.000+0000,False,False,005OH0000009EwcYAE,2025-03-31T13:22:17.000+0000,005OH0000009EwcYAE,2025-04-08T17:11:34.000+0000,005OH0000009EwcYAE,2025-04-08T17:11:34.000+0000,(403)690-8622,,bytchkov@pm.me,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000Tv0vRYAR,False,,18765716,003G0000018f6sSIAQ,0010A000002wOuBQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-08T17:11:13.000+0000,False,False,005OH0000009EwcYAE,2025-03-31T13:32:10.000+0000,005OH0000009EwcYAE,2025-04-08T17:11:13.000+0000,005OH0000009EwcYAE,2025-04-08T17:11:13.000+0000,(438)781-2742,(514) 865-9265,sean.abramowicz@ariafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000Tv1EsYAJ,False,,18768474,0030A000003jjBjQAI,0010A000004WVt7QAG,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Orthopedic shoes,Medium,,True,2025-04-08T17:05:01.000+0000,False,False,005OH0000009EwcYAE,2025-03-31T14:22:27.000+0000,005OH0000009EwcYAE,2025-04-08T17:05:02.000+0000,005OH0000009EwcYAE,2025-04-08T17:05:02.000+0000,(519)672-7878,519-859-4024,david@creightonassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000Tv70vYAB,False,,18767971,0030A0000029o9rQAA,0010A000002wArnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,FA called about fees on acct. seg funds. transferred call,True,2025-03-31T14:29:46.000+0000,False,False,005OH000006uYrkYAE,2025-03-31T14:13:50.000+0000,005OH000006uYrkYAE,2025-03-31T14:29:46.000+0000,005OH000006uYrkYAE,2025-03-31T14:29:46.000+0000,(705)741-2299,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000TvTPfYAN,False,,18776567,0030A0000029VEfQAM,0010A000002vvClQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-08T16:55:27.000+0000,False,False,005OH0000009EwcYAE,2025-03-31T16:16:30.000+0000,005OH0000009EwcYAE,2025-04-08T16:55:28.000+0000,005OH0000009EwcYAE,2025-04-08T16:55:28.000+0000,(604)876-0210,,gicdirect@noviscom.net,(604)876-3308,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000Tvf7SYAR,False,,18775678,003G0000018f6nfIAA,0010A000002wOpPQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-04-08T16:58:52.000+0000,False,False,005OH0000009EwcYAE,2025-03-31T16:04:09.000+0000,005OH0000009EwcYAE,2025-04-08T16:58:52.000+0000,005OH0000009EwcYAE,2025-04-08T16:58:52.000+0000,(613)233-9105X208,,michael@meldrumhorne.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000TvkBtYAJ,False,,18775110,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,awd for new client,Medium,VM to call back. will email me as well with CL ID.,True,2025-03-31T15:57:38.000+0000,False,False,005OH000006uYrkYAE,2025-03-31T15:56:35.000+0000,005OH000006uYrkYAE,2025-03-31T15:57:38.000+0000,005OH000006uYrkYAE,2025-03-31T15:57:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000TvleGYAR,False,,18777330,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,requires balance of RSP acct. not with quadrus. transferred to GRS.,True,2025-03-31T16:30:58.000+0000,False,False,005OH000006uYrkYAE,2025-03-31T16:26:47.000+0000,005OH000006uYrkYAE,2025-03-31T16:30:58.000+0000,005OH000006uYrkYAE,2025-03-31T16:30:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000TvskXYAR,False,,18777087,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-08T16:55:10.000+0000,False,False,005OH0000009EwcYAE,2025-03-31T16:23:37.000+0000,005OH0000009EwcYAE,2025-04-08T16:55:10.000+0000,005OH0000009EwcYAE,2025-04-08T16:55:10.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000Tw6vdYAB,False,,18784387,0030A0000029lBCQAY,0010A000002w8MZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,91 year old client would like to open a TFSA,True,2025-03-31T18:08:23.000+0000,False,False,005OH000006uYrkYAE,2025-03-31T18:01:09.000+0000,005OH000006uYrkYAE,2025-03-31T18:08:23.000+0000,005OH000006uYrkYAE,2025-03-31T18:08:23.000+0000,(613)264-8309,,lfisher@mainspringfinancial.com,(613)267-5166,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000TwNRlYAN,False,,18784025,003G0000018f7xiIAA,0010A000002wQ3tQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-03-31T18:01:16.000+0000,False,False,005OH000006uYruYAE,2025-03-31T17:56:12.000+0000,005OH000006uYruYAE,2025-03-31T18:04:25.000+0000,005OH000006uYruYAE,2025-03-31T18:04:25.000+0000,(204)272-9670,,stephen@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000TwZmLYAV,False,,18787751,003G0000018f6ryIAA,0010A000002wOtiQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-08T16:42:13.000+0000,False,False,005OH0000009EwcYAE,2025-03-31T18:45:06.000+0000,005OH0000009EwcYAE,2025-04-08T16:42:13.000+0000,005OH0000009EwcYAE,2025-04-08T16:42:13.000+0000,(780)702-5807X226,(780) 405-6734,don@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000TwcvSYAR,False,,18787332,0030A0000029b3vQAA,0010A000002w06JQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-08T16:42:59.000+0000,False,False,005OH0000009EwcYAE,2025-03-31T18:39:46.000+0000,005OH0000009EwcYAE,2025-04-08T16:42:59.000+0000,005OH0000009EwcYAE,2025-04-08T16:42:59.000+0000,(604)688-7208,,azlotnik@zlc.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000TwnW4YAJ,False,,18793046,0031600002bWBaVAAW,0010A000002wOJ6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,VM re: CL ID 741774416. regarding RSP.,True,2025-03-31T19:59:49.000+0000,False,False,005OH000006uYrkYAE,2025-03-31T19:58:34.000+0000,005OH000006uYrkYAE,2025-03-31T19:59:49.000+0000,005OH000006uYrkYAE,2025-03-31T19:59:49.000+0000,(905)769-0460X705,(647) 403-4233,john.lysack@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000TwvAAYAZ,False,,18792861,0030A0000029a4IQAQ,0010A000002vzHyQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-08T16:40:04.000+0000,False,False,005OH0000009EwcYAE,2025-03-31T19:55:26.000+0000,005OH0000009EwcYAE,2025-04-08T16:40:05.000+0000,005OH0000009EwcYAE,2025-04-08T16:40:05.000+0000,(647)824-9505,,aseem@trika.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000Tx3IvYAJ,False,,18792312,0031600002cIzC2AAK,0010A000002wOKSQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-08T16:40:21.000+0000,False,False,005OH0000009EwcYAE,2025-03-31T19:47:30.000+0000,005OH0000009EwcYAE,2025-04-08T16:40:22.000+0000,005OH0000009EwcYAE,2025-04-08T16:40:22.000+0000,(289)764-4770,,austin.wassink@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000Tx9EiYAJ,False,,18795475,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,unable to locate client.,True,2025-03-31T20:47:56.000+0000,False,False,005OH000006uYrkYAE,2025-03-31T20:40:12.000+0000,005OH000006uYrkYAE,2025-03-31T20:47:57.000+0000,005OH000006uYrkYAE,2025-03-31T20:47:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000TxjBhYAJ,False,,18800438,0030A000006iVZvQAM,0010A000007TNZnQAO,,,,,,,01216000001BP8NAAW,Closed,,Phone,,,Medium,,True,2025-10-17T01:16:20.000+0000,False,False,005OH000007ewVtYAI,2025-03-31T23:07:58.000+0000,005OH000007ewVtYAI,2025-10-17T01:16:24.000+0000,0050A000001i2a9QAA,2025-10-17T01:16:24.000+0000,(604)442-2649,,arturofadvisor@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007ewVtYAI,,,,,,,0.0,0.0,0.0,,False,367.0
500OH00000Tyc3KYAR,False,,18802740,0030A0000029Z2TQAU,0010A000002vyNYQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-08T16:39:15.000+0000,False,False,005OH0000009EwcYAE,2025-04-01T12:35:09.000+0000,005OH0000009EwcYAE,2025-04-08T16:39:16.000+0000,005OH0000009EwcYAE,2025-04-08T16:39:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000TyfR4YAJ,False,,18803679,0030A0000029Z2TQAU,0010A000002vyNYQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Gender affirmation,Medium,,True,2025-04-08T16:38:41.000+0000,False,False,005OH0000009EwcYAE,2025-04-01T13:05:58.000+0000,005OH0000009EwcYAE,2025-04-08T16:38:41.000+0000,005OH0000009EwcYAE,2025-04-08T16:38:41.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000Typ8dYAB,False,,18804515,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-04-08T16:37:59.000+0000,False,False,005OH0000009EwcYAE,2025-04-01T13:25:52.000+0000,005OH0000009EwcYAE,2025-04-08T16:37:59.000+0000,005OH0000009EwcYAE,2025-04-08T16:37:59.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000TyqJFYAZ,False,,18804610,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-04-01T13:33:05.000+0000,False,False,005OH000006uYs1YAE,2025-04-01T13:28:11.000+0000,005OH000006uYs1YAE,2025-04-01T13:33:05.000+0000,005OH000006uYs1YAE,2025-04-01T13:33:05.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs1YAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000TywyAYAR,False,,18805080,0031600002cxZVLAA2,0010A000002wOLEQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Orthodontics,Medium,,True,2025-04-08T16:37:42.000+0000,False,False,005OH0000009EwcYAE,2025-04-01T13:38:37.000+0000,005OH0000009EwcYAE,2025-04-08T16:37:42.000+0000,005OH0000009EwcYAE,2025-04-08T16:37:42.000+0000,(416)250-9988,(416) 999-2072,sean.slapnicar@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000Tz4KaYAJ,False,,18805838,0030A0000029n23QAA,0010A000002w9wdQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Contact transferred,Medium,,True,2025-04-08T16:37:20.000+0000,False,False,005OH0000009EwcYAE,2025-04-01T13:54:04.000+0000,005OH0000009EwcYAE,2025-04-08T16:37:20.000+0000,005OH0000009EwcYAE,2025-04-08T16:37:20.000+0000,(604)228-7777,,,(604)228-7776,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000Tz88AYAR,False,,18809153,0030A0000029nd6QAA,0010A000002wATBQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-08T16:35:54.000+0000,False,False,005OH0000009EwcYAE,2025-04-01T14:54:29.000+0000,005OH0000009EwcYAE,2025-04-08T16:35:55.000+0000,005OH0000009EwcYAE,2025-04-08T16:35:55.000+0000,(431)200-1901,(431) 200-1901,scottcreran@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000TzOnuYAF,False,,18808610,0030A0000029Y16QAE,0010A000002vxWoQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Changes to Plan Design,Medium,,True,2025-04-08T16:36:40.000+0000,False,False,005OH0000009EwcYAE,2025-04-01T14:45:41.000+0000,005OH0000009EwcYAE,2025-04-08T16:36:40.000+0000,005OH0000009EwcYAE,2025-04-08T16:36:40.000+0000,(514)287-3684,,arnold.zwaig@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000TzXETYA3,False,,18810422,003G0000018f770IAA,0010A000002wPAKQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-08T16:35:11.000+0000,False,False,005OH0000009EwcYAE,2025-04-01T15:15:50.000+0000,005OH0000009EwcYAE,2025-04-08T16:35:12.000+0000,005OH0000009EwcYAE,2025-04-08T16:35:12.000+0000,(705)835-7542,(705) 241-9029,craig@lilleyfg.ca,(705)725-8372,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000TzkmoYAB,False,,18815010,003G0000018f7C2IAI,0010A000002wPG0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,client received trade confirm in mail. confirmed it was for their PAC.,True,2025-04-01T16:35:19.000+0000,False,False,005OH000006uYrkYAE,2025-04-01T16:28:16.000+0000,005OH000006uYrkYAE,2025-04-01T16:35:19.000+0000,005OH000006uYrkYAE,2025-04-01T16:35:19.000+0000,(416)333-8575,(416) 333-8575,adam@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000U00TQYAZ,False,,18819220,003OH00000KetbpYAB,001OH00000PCqKjYAL,,,meghan@vitalitywealth.ca,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] T-slip Request for Two Clients,Medium,"Hello, I would like to request T-slips for the below accounts for MAX funds Client 1: Meagan Daniell / Plan Number: 10590640 Client 2: Jenna Lyn Van Alstine/ Plan Number: 10591341 Dealer: Meagan Daniell Rep code: 34253 Dealer name/code: Quadrus
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
<https://us-phishalarm-ewt.proofpoint.com/EWT/v1/HMCOyEk!2Oh39ePEXT_8NOTKLwt5q0mfBNI--3qhYksVjyYm7eJ_a9pzcpBxb93mMMnz8ZADLYebyABqNkieYh1GdBlcDa04Hxlf-DP66VCjcaZP6vEBJtxHOzMbb8wvxzqtKpUBuNKxf1tCa0RRc-U9fZMbt50kxg$>
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Hello,

I would like to request T-slips for the below accounts for MAX funds

Client 1: Meagan Daniell / Plan Number: 10590640
Client 2: Jenna Lyn Van Alstine/ Plan Number: 10591341


Dealer: Meagan Daniell
Rep code: 34253
Dealer name/code: Quadrus Investments / 9917
Company Name: Vitality Wealth Management

Thank you.


Meghan Moore

Investment Support Associate

meghan@vitalitywealth.ca<mailto:meghan@vitalitywealth.ca> <mailto:meghan@vitalitywealth.ca> | Phone: 604-200-2719


[cid:459db91c-3aaf-4872-b42d-7f57475acf72]

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",True,2025-04-02T12:19:36.000+0000,False,False,005OH000006uYs0YAE,2025-04-01T17:32:19.000+0000,005OH000003pdnBYAQ,2025-04-02T12:19:37.000+0000,005OH000006uYs0YAE,2025-04-02T12:19:37.000+0000,(604)200-2720,,meghan@vitalitywealth.ca,(604)757-3272,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs0YAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000U0JuLYAV,False,,18823880,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed it is complex and to send to HO for processing.,True,2025-04-01T18:45:21.000+0000,False,False,005OH000006uYrkYAE,2025-04-01T18:39:57.000+0000,005OH000006uYrkYAE,2025-04-02T13:01:03.000+0000,005OH000006uYrkYAE,2025-04-02T13:01:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000U0OfSYAV,False,,18824244,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,hang up,Medium,VM. no message. hang up,True,2025-04-01T18:46:01.000+0000,False,False,005OH000006uYrkYAE,2025-04-01T18:45:31.000+0000,005OH000006uYrkYAE,2025-04-01T19:20:02.000+0000,005OH000006uYrkYAE,2025-04-01T19:20:02.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000U0Z4YYAV,False,,18825009,003G0000018f6RAIAY,0010A000002wONVQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-04T18:26:32.000+0000,False,False,005OH0000009EwcYAE,2025-04-01T18:56:42.000+0000,005OH0000009EwcYAE,2025-04-04T18:26:32.000+0000,005OH0000009EwcYAE,2025-04-04T18:26:32.000+0000,(613)230-3004,(613) 299-2326,eric.sewell@miig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000U0etrYAB,False,,18826902,003G0000018f7qEIAQ,0010A000002wPwfQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-04T18:25:33.000+0000,False,False,005OH0000009EwcYAE,2025-04-01T19:24:41.000+0000,005OH0000009EwcYAE,2025-04-04T18:25:33.000+0000,005OH0000009EwcYAE,2025-04-04T18:25:33.000+0000,(306) 546-4171,(306) 536-3574,lepagefininc@accesscomm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000U0oBeYAJ,False,,18827154,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption,Medium,trade has not settled. cannot process redemption yet.,True,2025-04-01T19:28:59.000+0000,False,False,005OH000006uYrkYAE,2025-04-01T19:28:11.000+0000,005OH000006uYrkYAE,2025-04-01T19:29:00.000+0000,005OH000006uYrkYAE,2025-04-01T19:29:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,366.0
500OH00000U2YE3YAN,False,,18838194,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2025-04-02T12:28:57.000+0000,False,False,005OH000006uYs1YAE,2025-04-02T12:21:42.000+0000,005OH000006uYs1YAE,2025-04-02T12:28:57.000+0000,005OH000006uYs1YAE,2025-04-02T12:28:57.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs1YAE,,,,,,,0.0,0.0,0.0,,False,365.0
500OH00000U2yrdYAB,False,,18840944,003OH00000KAUEDYA5,001OH00000OdN3mYAF,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Hospital,Medium,,True,2025-04-04T18:22:01.000+0000,False,False,005OH0000009EwcYAE,2025-04-02T13:45:21.000+0000,005OH0000009EwcYAE,2025-04-04T18:22:01.000+0000,005OH0000009EwcYAE,2025-04-04T18:22:01.000+0000,(306)260-6486,,aweenk@precedencewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,365.0
500OH00000U3EI9YAN,False,,18848354,0030A0000029i0QQAQ,0010A000002w5mzQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-04T18:19:08.000+0000,False,False,005OH0000009EwcYAE,2025-04-02T15:54:28.000+0000,005OH0000009EwcYAE,2025-04-04T18:19:08.000+0000,005OH0000009EwcYAE,2025-04-04T18:19:08.000+0000,(613)384-1880,,susan@susancreasy.ca,(613)384-4679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,365.0
500OH00000U3nCgYAJ,False,,18853855,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,VM to call back,True,2025-04-02T17:26:20.000+0000,False,False,005OH000006uYrkYAE,2025-04-02T17:22:31.000+0000,005OH000006uYrkYAE,2025-04-02T17:26:20.000+0000,005OH000006uYrkYAE,2025-04-02T17:26:20.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,365.0
500OH00000U3xS7YAJ,False,,18853733,0030A0000029f4rQAA,0010A000002w3J1QAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-04T18:13:45.000+0000,False,False,005OH0000009EwcYAE,2025-04-02T17:20:49.000+0000,005OH0000009EwcYAE,2025-04-04T18:13:45.000+0000,005OH0000009EwcYAE,2025-04-04T18:13:45.000+0000,(604)818-1767,(403) 808-9535,mbuytels@zlc.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,365.0
500OH00000U434UYAR,False,,18853993,0031600002CnYYuAAN,0010A000002wN92QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,,True,2025-04-02T18:06:02.000+0000,False,False,005OH000006uYruYAE,2025-04-02T17:24:15.000+0000,005OH000006uYruYAE,2025-04-02T18:06:02.000+0000,005OH000006uYruYAE,2025-04-02T18:06:02.000+0000,(204) 453-0103,,kknudsen@spectrum-financial.ca,(204) 452-3331,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,365.0
500OH00000U43hGYAR,False,,18855103,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,discussed new client paperwork,True,2025-04-02T17:59:12.000+0000,False,False,005OH000006uYrkYAE,2025-04-02T17:39:52.000+0000,005OH000006uYrkYAE,2025-04-02T17:59:12.000+0000,005OH000006uYrkYAE,2025-04-02T17:59:12.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,365.0
500OH00000U4477YAB,False,,18860468,,0010A000002wBFvQAM,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,accidentally signed up for FTc benefits.,True,2025-04-02T18:58:06.000+0000,False,False,005OH000000n5crYAA,2025-04-02T18:58:06.000+0000,005OH000000n5crYAA,2025-04-02T18:58:51.000+0000,005OH000000n5crYAA,2025-04-02T18:58:51.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000n5crYAA,,,,,,,0.0,0.0,0.0,,False,365.0
500OH00000U44gTYAR,False,,18854216,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,call back,True,2025-04-02T17:28:23.000+0000,False,False,005OH000006uYrkYAE,2025-04-02T17:27:11.000+0000,005OH000006uYrkYAE,2025-04-02T17:28:23.000+0000,005OH000006uYrkYAE,2025-04-02T17:28:23.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,365.0
500OH00000U4VYeYAN,False,,18863613,0035o0000063rktAAA,0015o000006cQoSAAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Crowns,Medium,,True,2025-04-04T18:04:40.000+0000,False,False,005OH0000009EwcYAE,2025-04-02T19:48:32.000+0000,005OH0000009EwcYAE,2025-04-04T18:04:41.000+0000,005OH0000009EwcYAE,2025-04-04T18:04:41.000+0000,(778)898-9213,,piviolawong@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,365.0
500OH00000U6HkxYAF,False,,18873431,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,VM to return call.,True,2025-04-03T12:36:30.000+0000,False,False,005OH000006uYrkYAE,2025-04-03T12:35:32.000+0000,005OH000006uYrkYAE,2025-04-03T13:19:21.000+0000,005OH000006uYrkYAE,2025-04-03T13:19:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,364.0
500OH00000U6Sd6YAF,False,,18874473,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,"FA called regarding application on IC. accidentally clicked plan KYC and application so the KYC was showing twice. un checked plan KYC, and only application with plan kyc was there.",True,2025-04-03T13:18:12.000+0000,False,False,005OH000006uYrkYAE,2025-04-03T13:14:29.000+0000,005OH000006uYrkYAE,2025-04-03T13:18:12.000+0000,005OH000006uYrkYAE,2025-04-03T13:18:12.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,364.0
500OH00000U6V1XYAV,False,,18873953,003OH00000GeTF0YAN,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,Asset Retention - Retirement Planning,Medium,,True,2025-04-03T13:04:25.000+0000,False,False,0055o000001tOO4AAM,2025-04-03T12:57:50.000+0000,0055o000001tOO4AAM,2025-04-03T13:04:26.000+0000,0055o000001tOO4AAM,2025-04-03T13:04:26.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001tOO4AAM,,,,,,,0.0,0.0,0.0,,False,364.0
500OH00000U6n4rYAB,False,,18877736,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,can a cheque be made payable to issuer (mackenzie) for RDSP purchase? will confirm and call back .,True,2025-04-03T14:36:35.000+0000,False,False,005OH000006uYrkYAE,2025-04-03T14:27:52.000+0000,005OH000006uYrkYAE,2025-04-03T14:53:21.000+0000,005OH000006uYrkYAE,2025-04-03T14:53:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,364.0
500OH00000U7HHOYA3,False,,18882197,003G0000018f6YvIAI,0010A000002wOW0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,charitable donation set up,True,2025-04-03T15:44:04.000+0000,False,False,005OH000006uYrkYAE,2025-04-03T15:42:58.000+0000,005OH000006uYrkYAE,2025-04-03T16:10:32.000+0000,005OH000006uYrkYAE,2025-04-03T16:10:32.000+0000,(416)203-1977X27,(416) 366-2971 ext. 7456(not in service),pbennett@blueprintwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,364.0
500OH00000U7cAbYAJ,False,,18885957,0031600002a9N1sAAE,0010A000002wOHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,changes for nominee plan. email sent with template,True,2025-04-03T17:05:53.000+0000,False,False,005OH000006uYrkYAE,2025-04-03T16:45:54.000+0000,005OH000006uYrkYAE,2025-04-03T17:05:53.000+0000,005OH000006uYrkYAE,2025-04-03T17:05:53.000+0000,(902)401-4166,(902) 401-4166,djones@ldwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,364.0
500OH00000UAQMZYA5,False,,18908219,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund merger/questions,Medium,fund series not coming up on capintel but showing on IC.,True,2025-04-04T13:39:55.000+0000,False,False,005OH000006uYrkYAE,2025-04-04T13:27:17.000+0000,005OH000006uYrkYAE,2025-04-04T13:39:55.000+0000,005OH000006uYrkYAE,2025-04-04T13:39:55.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,363.0
500OH00000UAlpEYAT,False,,18911037,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,FA does rebalancing every July. one of hte funds will be converted in each plan; does he need to redo is auto rebalancing? will it automatically put 10% back  into htat fund?,True,2025-04-04T14:32:48.000+0000,False,False,005OH000006uYrkYAE,2025-04-04T14:26:44.000+0000,005OH000006uYrkYAE,2025-04-04T14:32:48.000+0000,005OH000006uYrkYAE,2025-04-04T14:32:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,363.0
500OH00000UGrSBYA1,False,,18942480,003G0000018f6ZKIAY,0010A000002wOWPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-04-07T12:48:45.000+0000,False,False,005OH000006uYs1YAE,2025-04-07T12:43:59.000+0000,005OH000006uYs1YAE,2025-04-07T12:48:45.000+0000,005OH000006uYs1YAE,2025-04-07T12:48:45.000+0000,(905)964-2291,(905) 964-2291,bob@mcphailfinancial.ca,(289)956-0163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs1YAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UGxm3YAD,False,,18944144,0030A000001ac4bQAA,0010A000002wN1EQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-04-07T13:31:33.000+0000,False,False,005OH000006uYs1YAE,2025-04-07T13:22:53.000+0000,005OH000006uYs1YAE,2025-04-07T13:31:33.000+0000,005OH000006uYs1YAE,2025-04-07T13:31:33.000+0000,(204)489-1587,(204) 688-9304,jordan@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs1YAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UHAbCYAX,False,,18945022,0030A0000029f4rQAA,0010A000002w3J1QAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-07T16:08:36.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T13:39:16.000+0000,005OH0000009EwcYAE,2025-04-07T16:08:36.000+0000,005OH0000009EwcYAE,2025-04-07T16:08:36.000+0000,(604)818-1767,(403) 808-9535,mbuytels@zlc.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UHL5EYAX,False,,18949390,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-07T16:06:42.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T14:46:52.000+0000,005OH0000009EwcYAE,2025-04-07T16:06:42.000+0000,005OH0000009EwcYAE,2025-04-07T16:06:42.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UHa93YAD,False,,18950008,0030A0000029idXQAQ,0010A000002w6JQQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-07T16:06:26.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T14:55:06.000+0000,005OH0000009EwcYAE,2025-04-07T16:06:26.000+0000,005OH0000009EwcYAE,2025-04-07T16:06:26.000+0000,(403)777-9240,4036602813,jason.conley@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UHdeuYAD,False,,18954612,0030A00000CRK9IQAX,0010A00000D2G34QAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,sent copy of BIF,True,2025-04-07T16:01:53.000+0000,False,False,005OH000006uYrkYAE,2025-04-07T15:56:35.000+0000,005OH000006uYrkYAE,2025-04-07T16:01:54.000+0000,005OH000006uYrkYAE,2025-04-07T16:01:54.000+0000,(416)629-2766,(416) 629-2766,anthony@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UHmdMYAT,False,,18955519,0030A0000029i0QQAQ,0010A000002w5mzQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-08T16:27:55.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T16:09:05.000+0000,005OH0000009EwcYAE,2025-04-08T16:27:55.000+0000,005OH0000009EwcYAE,2025-04-08T16:27:55.000+0000,(613)384-1880,,susan@susancreasy.ca,(613)384-4679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UHuVyYAL,False,,18954481,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-04-07T15:55:06.000+0000,False,False,005OH000006uYrkYAE,2025-04-07T15:54:34.000+0000,005OH000006uYrkYAE,2025-04-07T15:55:06.000+0000,005OH000006uYrkYAE,2025-04-07T15:55:06.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UHzVhYAL,False,,18956442,0030A000007QoLaQAK,0010A000008IbjMQAS,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-08T16:26:02.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T16:22:10.000+0000,005OH0000009EwcYAE,2025-04-08T16:26:02.000+0000,005OH0000009EwcYAE,2025-04-08T16:26:02.000+0000,(780)505-0069,(780) 505-0069,derrick@dc-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UI2GcYAL,False,,18955923,003OH00000NUSJNYA5,0011600001lUjjLAAS,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-08T16:27:39.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T16:14:26.000+0000,005OH0000009EwcYAE,2025-04-08T16:27:39.000+0000,005OH0000009EwcYAE,2025-04-08T16:27:39.000+0000,,,leamingtoncollisioninvoices@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UI9raYAD,False,,18957837,0030A0000029i0QQAQ,0010A000002w5mzQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-08T16:25:12.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T16:41:33.000+0000,005OH0000009EwcYAE,2025-04-08T16:25:12.000+0000,005OH0000009EwcYAE,2025-04-08T16:25:12.000+0000,(613)384-1880,,susan@susancreasy.ca,(613)384-4679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UIJFxYAP,False,,18963959,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,need to pull TARI and A$M to confirm if it was coded correctly for purhcase itno SDLIF acct,True,2025-04-07T18:10:32.000+0000,False,False,005OH000006uYrkYAE,2025-04-07T18:01:37.000+0000,005OH000006uYrkYAE,2025-04-07T18:10:32.000+0000,005OH000006uYrkYAE,2025-04-07T18:10:32.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UIJvtYAH,False,,18966055,0035o0000063rktAAA,0015o000006cQoSAAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-08T16:22:25.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T18:28:29.000+0000,005OH0000009EwcYAE,2025-04-08T16:22:25.000+0000,005OH0000009EwcYAE,2025-04-08T16:22:25.000+0000,(778)898-9213,,piviolawong@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UINsxYAH,False,,18961760,0030A0000029jalQAA,0010A000002w75dQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Routine,Medium,,True,2025-04-08T16:24:11.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T17:33:30.000+0000,005OH0000009EwcYAE,2025-04-08T16:24:11.000+0000,005OH0000009EwcYAE,2025-04-08T16:24:11.000+0000,(519)453-5580,,mede@yourfreedom.com,(519)601-5585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UItOAYA1,False,,18972640,003OH00000M9AjUYAV,001OH00000Qusx9YAB,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-07T20:21:28.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T19:57:08.000+0000,005OH0000009EwcYAE,2025-04-07T20:21:28.000+0000,005OH0000009EwcYAE,2025-04-07T20:21:28.000+0000,(519)355-1558,,karen.aerssen@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UIuaNYAT,False,,18968721,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Diabetic equipment,Medium,,True,2025-04-08T16:18:59.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T19:03:30.000+0000,005OH0000009EwcYAE,2025-04-08T16:18:59.000+0000,005OH0000009EwcYAE,2025-04-08T16:18:59.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UJFbaYAH,False,,18974030,0030A00000CDixHQAT,0015o0000070MqEAAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,switch,Medium,many to many,True,2025-04-07T20:49:49.000+0000,False,False,005OH000006uYrkYAE,2025-04-07T20:19:11.000+0000,005OH000006uYrkYAE,2025-04-07T20:49:49.000+0000,005OH000006uYrkYAE,2025-04-07T20:49:49.000+0000,(416)366-2971,(416) 816-7428,vanessa.funtera-smith@greenstoneprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UJLxCYAX,False,,18975176,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,3 acct #'s.,True,2025-04-07T20:45:21.000+0000,False,False,005OH000006uYrkYAE,2025-04-07T20:38:35.000+0000,005OH000006uYrkYAE,2025-04-07T20:45:21.000+0000,005OH000006uYrkYAE,2025-04-07T20:45:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000UJT8HYAX,False,,18975349,0030A0000029i0QQAQ,0010A000002w5mzQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Gender affirmation,Medium,,True,2025-04-08T16:16:52.000+0000,False,False,005OH0000009EwcYAE,2025-04-07T20:41:35.000+0000,005OH0000009EwcYAE,2025-04-08T16:16:52.000+0000,005OH0000009EwcYAE,2025-04-08T16:16:52.000+0000,(613)384-1880,,susan@susancreasy.ca,(613)384-4679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,360.0
500OH00000ULzQjYAL,False,,18995182,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,left message to call back.,True,2025-04-08T16:31:13.000+0000,False,False,005OH000006uYrkYAE,2025-04-08T16:30:11.000+0000,005OH000006uYrkYAE,2025-04-08T18:00:24.000+0000,005OH000006uYrkYAE,2025-04-08T18:00:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,359.0
500OH00000UMFbrYAH,False,,18994910,0030A00000CTnA1QAL,0010A00000D4wf6QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2025-04-08T16:36:20.000+0000,False,False,005OH000006uYs1YAE,2025-04-08T16:26:20.000+0000,005OH000006uYs1YAE,2025-04-08T16:36:21.000+0000,005OH000006uYs1YAE,2025-04-08T16:36:21.000+0000,(519)885-5177,,alix@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs1YAE,,,,,,,0.0,0.0,0.0,,False,359.0
500OH00000UMx8OYAT,False,,19008301,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,switches and conversions,Medium,VM to review trades placed,True,2025-04-08T19:38:30.000+0000,False,False,005OH000006uYrkYAE,2025-04-08T19:37:29.000+0000,005OH000006uYrkYAE,2025-04-08T19:38:30.000+0000,005OH000006uYrkYAE,2025-04-08T19:38:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,359.0
500OH00000UN1evYAD,False,,19006347,003G0000018f73TIAQ,0010A000002wP6nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,MA called to cancel order # 1736579634.,True,2025-04-08T19:13:14.000+0000,False,False,005OH000006uYrkYAE,2025-04-08T19:09:28.000+0000,005OH000006uYrkYAE,2025-04-08T19:13:14.000+0000,005OH000006uYrkYAE,2025-04-08T19:13:14.000+0000,(780)440-0733,,andrew@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,359.0
500OH00000UNNqkYAH,False,,19011429,003G0000018f7I6IAI,0010A000002wPNMQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-08T20:44:17.000+0000,False,False,005OH0000009EwcYAE,2025-04-08T20:27:45.000+0000,005OH0000009EwcYAE,2025-04-08T20:44:17.000+0000,005OH0000009EwcYAE,2025-04-08T20:44:17.000+0000,(647)277-1186X700,(416) 824-6072,christopher@dewdney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,359.0
500OH00000UNV0GYAX,False,,19013210,003G0000018f7Z8IAI,0010A000002wPfyQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-08T21:11:22.000+0000,False,False,005OH0000009EwcYAE,2025-04-08T21:00:14.000+0000,005OH0000009EwcYAE,2025-04-08T21:11:22.000+0000,005OH0000009EwcYAE,2025-04-08T21:11:22.000+0000,(613)254-8484,(613) 614-3754,jason@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,359.0
500OH00000UNfR2YAL,False,,19014491,003G0000018f6RAIAY,0010A000002wONVQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-04-09T13:36:03.000+0000,False,False,005OH0000009EwcYAE,2025-04-08T21:29:03.000+0000,005OH0000009EwcYAE,2025-04-09T13:36:03.000+0000,005OH0000009EwcYAE,2025-04-09T13:36:03.000+0000,(613)230-3004,(613) 299-2326,eric.sewell@miig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,359.0
500OH00000UPAxVYAX,False,,19021870,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-09T15:05:43.000+0000,False,False,005OH0000009EwcYAE,2025-04-09T13:36:54.000+0000,005OH0000009EwcYAE,2025-04-09T15:05:44.000+0000,005OH0000009EwcYAE,2025-04-09T15:05:44.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UPR3pYAH,False,,19025631,003G0000018f7IlIAI,0010A000002wPO1QAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-09T15:04:50.000+0000,False,False,005OH0000009EwcYAE,2025-04-09T14:46:17.000+0000,005OH0000009EwcYAE,2025-04-09T15:04:51.000+0000,005OH0000009EwcYAE,2025-04-09T15:04:51.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UPWQ3YAP,False,,19024909,0030A0000029p3tQAA,0010A000002wBbBQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-09T15:05:09.000+0000,False,False,005OH0000009EwcYAE,2025-04-09T14:34:31.000+0000,005OH0000009EwcYAE,2025-04-09T15:05:09.000+0000,005OH0000009EwcYAE,2025-04-09T15:05:09.000+0000,(780)623-9445,,sedgwickllb@yahoo.ca,(780)623-1963,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UPZm9YAH,False,,19024716,0035o000007ah1DAAQ,0015o000008HBQHAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,"FA called to follow up on a couple transfer requests coming from GRS. both received April 3rd, and one other March 31st. FA will follow up with GRS. our paperwork has been processed. waiting for funds.",True,2025-04-09T14:41:46.000+0000,False,False,005OH000006uYrkYAE,2025-04-09T14:31:07.000+0000,005OH000006uYrkYAE,2025-04-09T14:41:46.000+0000,005OH000006uYrkYAE,2025-04-09T14:41:46.000+0000,(613)858-1117,(613) 858-1117,geoff@carletonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UPh6yYAD,False,,19026487,003G000001r2WoIIAU,0010A000002wSzjQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-09T15:04:33.000+0000,False,False,005OH0000009EwcYAE,2025-04-09T15:00:18.000+0000,005OH0000009EwcYAE,2025-04-09T15:04:34.000+0000,005OH0000009EwcYAE,2025-04-09T15:04:34.000+0000,(519)435-6378,(519) 860-4223,rob@rtafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UPhF1YAL,False,,19026995,003OH000009QsUEYA0,001OH00000BS9V6YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,call FA to place purchase into TFSA acct. left message to call me back.,True,2025-04-09T15:11:08.000+0000,False,False,005OH000006uYrkYAE,2025-04-09T15:09:00.000+0000,005OH000006uYrkYAE,2025-04-09T15:11:09.000+0000,005OH000006uYrkYAE,2025-04-09T15:11:09.000+0000,(902)456-3960,,jack@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UPyHUYA1,False,,19030126,0030A0000029oxlQAA,0010A000002wBWkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,verified redemption. will send VOID as well.,True,2025-04-09T16:10:09.000+0000,False,False,005OH000006uYrkYAE,2025-04-09T15:57:17.000+0000,005OH000006uYrkYAE,2025-04-09T16:10:09.000+0000,005OH000006uYrkYAE,2025-04-09T16:10:09.000+0000,(204)852-5165,,swallace@pipfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UQJdiYAH,False,,19038036,0035o000006FtIkAAK,0015o000006l4gjAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,"Call from OFI. Unable to provide plan number, no account information provided. Suggested OFI contact client for correct plan number.

Transfer, recieving, in kind, rrsp, plan number",True,2025-04-09T18:02:24.000+0000,False,False,005OH000006uYs1YAE,2025-04-09T17:57:23.000+0000,005OH000006uYs1YAE,2025-04-09T18:02:25.000+0000,005OH000006uYs1YAE,2025-04-09T18:02:25.000+0000,(604)727-6364,,sarbjit.gill66@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs1YAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UQKhqYAH,False,,19037598,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-04-09T17:51:23.000+0000,False,False,005OH000006uYrkYAE,2025-04-09T17:50:49.000+0000,005OH000006uYrkYAE,2025-04-09T17:51:24.000+0000,005OH000006uYrkYAE,2025-04-09T17:51:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UQMq4YAH,False,,19036022,0030A0000029oeBQAQ,0010A000002wBGJQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Changes to Plan Design,Medium,,True,2025-04-09T17:36:20.000+0000,False,False,005OH0000009EwcYAE,2025-04-09T17:27:56.000+0000,005OH0000009EwcYAE,2025-04-09T17:36:20.000+0000,005OH0000009EwcYAE,2025-04-09T17:36:20.000+0000,(306)384-5977,(306) 291-9501,deah@fitfinancialinc.com,(306)384-4936,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UQaoDYAT,False,,19039123,003OH00000MauAQYAZ,001OH00000RPyEVYA1,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Changes to Plan Design,Medium,,True,2025-04-09T18:20:20.000+0000,False,False,005OH0000009EwcYAE,2025-04-09T18:13:52.000+0000,005OH0000009EwcYAE,2025-04-09T18:20:20.000+0000,005OH0000009EwcYAE,2025-04-09T18:20:20.000+0000,(613)716-7235,,tania.guido@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UQsd4YAD,False,,19043421,0030A000009JJSvQAO,0010A00000ALInPQAX,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-09T21:12:34.000+0000,False,False,005OH0000009EwcYAE,2025-04-09T19:19:02.000+0000,005OH0000009EwcYAE,2025-04-09T21:12:35.000+0000,005OH0000009EwcYAE,2025-04-09T21:12:35.000+0000,(778)883-9526,778839526,yuyanzhu@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000UREs7YAH,False,,19048920,003G0000018f7HRIAY,0010A000002wPMiQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-09T21:01:20.000+0000,False,False,005OH0000009EwcYAE,2025-04-09T20:51:57.000+0000,005OH0000009EwcYAE,2025-04-09T21:01:20.000+0000,005OH0000009EwcYAE,2025-04-09T21:01:20.000+0000,(514)989-7000,(514) 894-4775,isabelle.tremblay@sfita.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000URNXCYA5,False,,19049561,003G0000018f6RpIAI,0010A000002wOOAQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-04-09T21:12:56.000+0000,False,False,005OH0000009EwcYAE,2025-04-09T21:06:31.000+0000,005OH0000009EwcYAE,2025-04-09T21:12:56.000+0000,005OH0000009EwcYAE,2025-04-09T21:12:56.000+0000,(519)843-2056,(519) 831-3303,dean@parallelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,358.0
500OH00000USoLgYAL,False,,19057545,0035o000006SDoSAAW,0015o000006yFOCAA2,,,,,,,0125o0000004MjyAAE,Closed,,Email,,Cancellation Inquiry,Medium,"- Email received from Advisor, Kevin Dumas, inquiring about which form is required to surrender a health and dental policy
- Replied to email to advise there are no forms required
- Advised either they, or the member, can email the request to freedom.health@canadalife.com
- Advised the cancellation reason must be provided
- Advised our plans are cancelled for month end and any over-payment would be reimbursed with the processing
- Email added to case",True,2025-04-10T13:37:30.000+0000,False,False,005OH0000073RndYAE,2025-04-10T13:37:30.000+0000,005OH0000073RndYAE,2025-04-10T13:37:30.000+0000,005OH0000073RndYAE,2025-04-10T13:37:30.000+0000,(514)697-5800,5148149365,kevin.dumas@smwm.ca,(514)697-5813,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000073RndYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000USrzUYAT,False,,19056278,003G0000018f6fNIAQ,0010A000002wOdPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,client called office 6860 looking for jason fulton who no longer works there. Erin is going to direct client to call Q to assist her with contacting FA at new office and get info on plan acct,True,2025-04-10T13:12:44.000+0000,False,False,005OH000006uYrkYAE,2025-04-10T13:06:41.000+0000,005OH000006uYrkYAE,2025-04-10T13:12:44.000+0000,005OH000006uYrkYAE,2025-04-10T13:12:44.000+0000,(519)852-2068,(519) 852-2068,jason@fultonjayfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UTBN4YAP,False,,19058733,0030A0000029d3iQAA,0010A000002w1dbQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-10T14:05:47.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T14:02:35.000+0000,005OH0000009EwcYAE,2025-04-10T14:05:48.000+0000,005OH0000009EwcYAE,2025-04-10T14:05:48.000+0000,(403)993-9199,,alex@orlandofinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UTaWfYAL,False,,19062265,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-10T15:11:55.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T15:05:52.000+0000,005OH0000009EwcYAE,2025-04-10T15:11:55.000+0000,005OH0000009EwcYAE,2025-04-10T15:11:55.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UTgSSYA1,False,,19064468,003G0000018f6ZsIAI,0010A000002wOXGQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-10T16:10:46.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T15:42:28.000+0000,005OH0000009EwcYAE,2025-04-10T16:10:46.000+0000,005OH0000009EwcYAE,2025-04-10T16:10:46.000+0000,(905)829-3777,,bbrophy@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UTgp0YAD,False,,19063852,003OH00000NUSJNYA5,0011600001lUjjLAAS,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Changes to Plan Design,Medium,,True,2025-04-10T15:37:14.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T15:32:33.000+0000,005OH0000009EwcYAE,2025-04-10T15:37:14.000+0000,005OH0000009EwcYAE,2025-04-10T15:37:14.000+0000,,,leamingtoncollisioninvoices@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UTnYkYAL,False,,19066359,003OH00000J3TYpYAN,001OH00000NLpOsYAL,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-10T16:47:22.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T16:14:27.000+0000,005OH0000009EwcYAE,2025-04-10T16:47:22.000+0000,005OH0000009EwcYAE,2025-04-10T16:47:22.000+0000,(613)290-8622,,berwin@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UTpqjYAD,False,,19068448,0030A0000029i0QQAQ,0010A000002w5mzQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Routine,Medium,,True,2025-04-10T19:14:13.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T16:49:16.000+0000,005OH0000009EwcYAE,2025-04-10T19:14:13.000+0000,005OH0000009EwcYAE,2025-04-10T19:14:13.000+0000,(613)384-1880,,susan@susancreasy.ca,(613)384-4679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UUWE8YAP,False,,19076288,003G0000018f7WsIAI,0010A000002wPdlQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-10T19:13:28.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T18:52:50.000+0000,005OH0000009EwcYAE,2025-04-10T19:13:28.000+0000,005OH0000009EwcYAE,2025-04-10T19:13:28.000+0000,(604)341-7999,(604) 341-7999,dert@evolutionstrategies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UUYavYAH,False,,19076737,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-10T19:13:00.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T19:00:17.000+0000,005OH0000009EwcYAE,2025-04-10T19:13:00.000+0000,005OH0000009EwcYAE,2025-04-10T19:13:00.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UUyX1YAL,False,,19083766,0030A0000029oDTQAY,0010A000002wAuWQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-04-10T21:20:39.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T21:14:32.000+0000,005OH0000009EwcYAE,2025-04-10T21:20:39.000+0000,005OH0000009EwcYAE,2025-04-10T21:20:39.000+0000,(604)818-9678,(604) 818-9678,shiyun@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UV1LAYA1,False,,19082659,0030A00000CghpIQAR,0010A00000DICXxQAP,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-04-10T21:21:11.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T20:47:30.000+0000,005OH0000009EwcYAE,2025-04-10T21:21:11.000+0000,005OH0000009EwcYAE,2025-04-10T21:21:11.000+0000,(705)772-7680,,dee.dhurata@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UV1MjYAL,False,,19081035,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-10T21:21:43.000+0000,False,False,005OH0000009EwcYAE,2025-04-10T20:14:39.000+0000,005OH0000009EwcYAE,2025-04-10T21:21:43.000+0000,005OH0000009EwcYAE,2025-04-10T21:21:43.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UV1PzYAL,False,,19082045,0030A000001XlLzQAK,0010A000001pRnSQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Routine,Medium,,True,2025-04-11T22:51:03.000+0000,False,False,0055o000001lNlUAAU,2025-04-10T20:34:17.000+0000,0055o000001lNlUAAU,2025-04-11T22:51:03.000+0000,0055o000001lNlUAAU,2025-04-11T22:51:03.000+0000,514-273-1718,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001lNlUAAU,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UVG8sYAH,False,,19084452,0030A000001XlLzQAK,0010A000001pRnSQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Client request,Medium,,True,2025-04-11T22:50:18.000+0000,False,False,0055o000001lNlUAAU,2025-04-10T21:36:56.000+0000,0055o000001lNlUAAU,2025-04-11T22:50:18.000+0000,0055o000001lNlUAAU,2025-04-11T22:50:18.000+0000,514-273-1718,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001lNlUAAU,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UVLlLYAX,False,,19086233,0030A000001XlLzQAK,0010A000001pRnSQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-11T22:49:14.000+0000,False,False,0055o000001lNlUAAU,2025-04-10T22:53:36.000+0000,0055o000001lNlUAAU,2025-04-11T22:49:14.000+0000,0055o000001lNlUAAU,2025-04-11T22:49:14.000+0000,514-273-1718,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001lNlUAAU,,,,,,,0.0,0.0,0.0,,False,357.0
500OH00000UWfzfYAD,False,,19090992,003G0000018f7PeIAI,0010A000002wPW4QAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-11T13:48:43.000+0000,False,False,005OH0000009EwcYAE,2025-04-11T13:45:26.000+0000,005OH0000009EwcYAE,2025-04-11T13:48:43.000+0000,005OH0000009EwcYAE,2025-04-11T13:48:43.000+0000,(306)961-9099,(306) 961-9099,greg.breeze@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UWjFSYA1,False,,19093278,003G0000018f6eRIAQ,0010A000002wOcTQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-11T14:52:00.000+0000,False,False,005OH0000009EwcYAE,2025-04-11T14:33:42.000+0000,005OH0000009EwcYAE,2025-04-11T14:52:00.000+0000,005OH0000009EwcYAE,2025-04-11T14:52:00.000+0000,(204)299-7196,(204) 299-7196,dean.barth@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UWr6OYAT,False,,19092401,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-11T14:52:14.000+0000,False,False,005OH0000009EwcYAE,2025-04-11T14:15:45.000+0000,005OH0000009EwcYAE,2025-04-11T14:52:14.000+0000,005OH0000009EwcYAE,2025-04-11T14:52:14.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UX09eYAD,False,,19094786,,0010A000002w3tbQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-04-11T15:04:44.000+0000,False,False,0055o000002CZeeAAG,2025-04-11T14:59:52.000+0000,0055o000002CZeeAAG,2025-04-11T17:18:32.000+0000,0055o000002CZeeAAG,2025-04-11T17:18:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002CZeeAAG,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UXjBbYAL,False,,19102864,,0010A000002wN2VQAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Inbound call - member wanted to inquire on termination status. Advised the policy was requested for termination on March 24 and that the funds will be reimbursed.,True,2025-04-11T17:21:37.000+0000,False,False,005OH000003hhRNYAY,2025-04-11T17:16:26.000+0000,005OH000003hhRNYAY,2025-04-11T17:21:37.000+0000,005OH000003hhRNYAY,2025-04-11T17:21:37.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003hhRNYAY,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UXqQ5YAL,False,,19107274,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,call ref # 04823733,True,2025-04-11T18:46:52.000+0000,False,False,005OH000006uYrkYAE,2025-04-11T18:26:42.000+0000,005OH000006uYrkYAE,2025-04-11T18:50:05.000+0000,005OH000006uYrkYAE,2025-04-11T18:50:05.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UXsWkYAL,False,,19108756,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,review not in good order,Medium,discussed not in good order.,True,2025-04-11T20:32:59.000+0000,False,False,005OH000006uYrkYAE,2025-04-11T18:51:27.000+0000,005OH000006uYrkYAE,2025-04-11T20:33:00.000+0000,005OH000006uYrkYAE,2025-04-11T20:33:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UXwvOYAT,False,,19108741,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-11T19:03:22.000+0000,False,False,005OH0000009EwcYAE,2025-04-11T18:51:11.000+0000,005OH0000009EwcYAE,2025-04-11T19:03:22.000+0000,005OH0000009EwcYAE,2025-04-11T19:03:22.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UXyiVYAT,False,,19106962,0030A0000029i0QQAQ,0010A000002w5mzQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-11T19:03:52.000+0000,False,False,005OH0000009EwcYAE,2025-04-11T18:21:13.000+0000,005OH0000009EwcYAE,2025-04-11T19:03:52.000+0000,005OH0000009EwcYAE,2025-04-11T19:03:52.000+0000,(613)384-1880,,susan@susancreasy.ca,(613)384-4679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UY3ghYAD,False,,19110981,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,GIC,Medium,vm and email regarding GIC. emailed back links to GIC guide,True,2025-04-11T20:32:15.000+0000,False,False,005OH000006uYrkYAE,2025-04-11T19:30:26.000+0000,005OH000006uYrkYAE,2025-04-11T20:32:15.000+0000,005OH000006uYrkYAE,2025-04-11T20:32:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UYOQ3YAP,False,,19112628,0031600002cIzC2AAK,0010A000002wOKSQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-11T21:08:54.000+0000,False,False,005OH0000009EwcYAE,2025-04-11T20:00:22.000+0000,005OH0000009EwcYAE,2025-04-11T21:08:54.000+0000,005OH0000009EwcYAE,2025-04-11T21:08:54.000+0000,(289)764-4770,,austin.wassink@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UYQWgYAP,False,,19112346,0030A0000029gXEQAY,0010A000002w4YHQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-04-11T21:09:11.000+0000,False,False,005OH0000009EwcYAE,2025-04-11T19:54:57.000+0000,005OH0000009EwcYAE,2025-04-11T21:09:11.000+0000,005OH0000009EwcYAE,2025-04-11T21:09:11.000+0000,(416)524-1382,,effie.laskaris@chronoswealth.com,(416)901-3527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UYd7OYAT,False,,19115520,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-14T12:50:30.000+0000,False,False,005OH0000009EwcYAE,2025-04-11T21:12:42.000+0000,005OH0000009EwcYAE,2025-04-14T12:50:30.000+0000,005OH0000009EwcYAE,2025-04-14T12:50:30.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000UYdgqYAD,False,,19114887,003G0000018f6SnIAI,0010A000002wOP7QAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-11T21:08:27.000+0000,False,False,005OH0000009EwcYAE,2025-04-11T20:53:39.000+0000,005OH0000009EwcYAE,2025-04-11T21:08:28.000+0000,005OH0000009EwcYAE,2025-04-11T21:08:28.000+0000,(519)669-9996,(519) 589-6985 *,sandi.radcliffe@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,356.0
500OH00000Ucjz1YAB,False,,19126017,0030A0000029eRWQAY,0010A000002w2nkQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-04-14T13:56:48.000+0000,False,False,005OH0000009EwcYAE,2025-04-14T13:40:48.000+0000,005OH0000009EwcYAE,2025-04-14T13:56:48.000+0000,005OH0000009EwcYAE,2025-04-14T13:56:48.000+0000,(416)854-6833,(416) 854-6833,vickyzeng2008@gmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000UcleBYAR,False,,19123662,0030A0000029Z2TQAU,0010A000002vyNYQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-14T12:49:58.000+0000,False,False,005OH0000009EwcYAE,2025-04-14T12:47:20.000+0000,005OH0000009EwcYAE,2025-04-14T12:49:58.000+0000,005OH0000009EwcYAE,2025-04-14T12:49:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000UcsfdYAB,False,,19124437,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-14T13:30:54.000+0000,False,False,005OH0000009EwcYAE,2025-04-14T13:09:03.000+0000,005OH0000009EwcYAE,2025-04-14T13:30:54.000+0000,005OH0000009EwcYAE,2025-04-14T13:30:54.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000Uctn4YAB,False,,19127932,0030A0000029n23QAA,0010A000002w9wdQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-14T14:20:49.000+0000,False,False,005OH0000009EwcYAE,2025-04-14T14:12:48.000+0000,005OH0000009EwcYAE,2025-04-14T14:20:49.000+0000,005OH0000009EwcYAE,2025-04-14T14:20:49.000+0000,(604)228-7777,,,(604)228-7776,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000Ucwo9YAB,False,,19126605,0030A0000029oeBQAQ,0010A000002wBGJQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-14T13:56:26.000+0000,False,False,005OH0000009EwcYAE,2025-04-14T13:51:25.000+0000,005OH0000009EwcYAE,2025-04-14T13:56:26.000+0000,005OH0000009EwcYAE,2025-04-14T13:56:26.000+0000,(306)384-5977,(306) 291-9501,deah@fitfinancialinc.com,(306)384-4936,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000Ud9mzYAB,False,,19129849,0031600002cIzC2AAK,0010A000002wOKSQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-14T16:01:51.000+0000,False,False,005OH0000009EwcYAE,2025-04-14T14:41:47.000+0000,005OH0000009EwcYAE,2025-04-14T16:01:52.000+0000,005OH0000009EwcYAE,2025-04-14T16:01:52.000+0000,(289)764-4770,,austin.wassink@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000UdEgCYAV,False,,19128956,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,transfer,Medium,paperwork required.,True,2025-04-14T14:29:48.000+0000,False,False,005OH000006uYrkYAE,2025-04-14T14:28:12.000+0000,005OH000006uYrkYAE,2025-04-14T14:29:48.000+0000,005OH000006uYrkYAE,2025-04-14T14:29:48.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000UdFNnYAN,False,,19132679,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed to submit complex,True,2025-04-14T15:25:48.000+0000,False,False,005OH000006uYrkYAE,2025-04-14T15:23:42.000+0000,005OH000006uYrkYAE,2025-04-14T15:25:48.000+0000,005OH000006uYrkYAE,2025-04-14T15:25:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000UdRf7YAF,False,,19136160,0030A0000029Y4eQAE,0010A000002vxaHQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-14T16:16:48.000+0000,False,False,005OH0000009EwcYAE,2025-04-14T16:11:08.000+0000,005OH0000009EwcYAE,2025-04-14T16:16:48.000+0000,005OH0000009EwcYAE,2025-04-14T16:16:48.000+0000,(604)779-8123,,wyou.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000UdUjPYAV,False,,19135809,003G0000018f6sSIAQ,0010A000002wOuBQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Contact transferred,Medium,,True,2025-04-14T16:17:31.000+0000,False,False,005OH0000009EwcYAE,2025-04-14T16:06:19.000+0000,005OH0000009EwcYAE,2025-04-14T16:17:31.000+0000,005OH0000009EwcYAE,2025-04-14T16:17:31.000+0000,(438)781-2742,(514) 865-9265,sean.abramowicz@ariafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000UdmEqYAJ,False,,19138175,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-14T18:01:02.000+0000,False,False,005OH0000009EwcYAE,2025-04-14T16:39:01.000+0000,005OH0000009EwcYAE,2025-04-14T18:01:02.000+0000,005OH0000009EwcYAE,2025-04-14T18:01:02.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000UeN1RYAV,False,,19145659,003G0000018f7qEIAQ,0010A000002wPwfQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - General (plan rundown),Medium,,True,2025-04-14T18:38:18.000+0000,False,False,005OH0000009EwcYAE,2025-04-14T18:21:40.000+0000,005OH0000009EwcYAE,2025-04-14T18:38:18.000+0000,005OH0000009EwcYAE,2025-04-14T18:38:18.000+0000,(306) 546-4171,(306) 536-3574,lepagefininc@accesscomm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,353.0
500OH00000UgUQEYA3,False,,19162615,0030A0000029b3QQAQ,0010A000002w05oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-15T13:11:09.000+0000,False,False,005OH0000009EwcYAE,2025-04-15T13:00:14.000+0000,005OH0000009EwcYAE,2025-04-15T13:11:10.000+0000,005OH0000009EwcYAE,2025-04-15T13:11:10.000+0000,(613)878-1985,,heidi@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,352.0
500OH00000UgXRPYA3,False,,19164955,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,navigated IC. showed where to find statements etc.,True,2025-04-15T14:03:24.000+0000,False,False,005OH000006uYrkYAE,2025-04-15T13:54:04.000+0000,005OH000006uYrkYAE,2025-04-15T14:03:24.000+0000,005OH000006uYrkYAE,2025-04-15T14:03:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,352.0
500OH00000UgZphYAF,False,,19163281,003OH0000077h2eYAA,001OH000008nv3nYAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-15T13:21:30.000+0000,False,False,005OH0000009EwcYAE,2025-04-15T13:17:49.000+0000,005OH0000009EwcYAE,2025-04-15T13:21:30.000+0000,005OH0000009EwcYAE,2025-04-15T13:21:30.000+0000,(431)815-9466,,rizza.saquilayan@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,352.0
500OH00000Uga12YAB,False,,19165395,0030A0000029f2gQAA,0010A000002w3GbQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-15T14:27:40.000+0000,False,False,005OH0000009EwcYAE,2025-04-15T14:02:12.000+0000,005OH0000009EwcYAE,2025-04-15T14:27:41.000+0000,005OH0000009EwcYAE,2025-04-15T14:27:41.000+0000,(780)945-2886,,laura@cordisfinancial.ca,(780)443-4129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,352.0
500OH00000UhWmcYAF,False,,19179467,,0010A000002vzaNQAQ,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Jasmine had a general question about Select plans for a client with gout. told her that gout and and meds assoc. with it need to be disclosed on application, and the meds would not be covered. Select with assured acceptance I mentioned but more expensive.",True,2025-04-15T18:04:18.000+0000,False,False,005OH000005ZpMXYA0,2025-04-15T17:49:12.000+0000,005OH000005ZpMXYA0,2025-04-15T18:04:38.000+0000,005OH000005ZpMXYA0,2025-04-15T18:04:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005ZpMXYA0,,,,,,,0.0,0.0,0.0,,False,352.0
500OH00000UhoGQYAZ,False,,19178927,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-15T18:13:45.000+0000,False,False,005OH0000009EwcYAE,2025-04-15T17:41:25.000+0000,005OH0000009EwcYAE,2025-04-15T18:13:46.000+0000,005OH0000009EwcYAE,2025-04-15T18:13:46.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,352.0
500OH00000Ui10lYAB,False,,19182638,0035o000004zjHSAAY,0015o000005YQxxAAG,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Routine,Medium,,True,2025-04-15T18:44:00.000+0000,False,False,0055o000001lNlUAAU,2025-04-15T18:35:59.000+0000,0055o000001lNlUAAU,2025-04-15T18:44:00.000+0000,0055o000001lNlUAAU,2025-04-15T18:44:00.000+0000,(204)220-4029,,gurpreet@imperialbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001lNlUAAU,,,,,,,0.0,0.0,0.0,,False,352.0
500OH00000UiCYxYAN,False,,19185579,003G0000018f7H8IAI,0010A000002wPLmQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-15T19:47:05.000+0000,False,False,005OH0000009EwcYAE,2025-04-15T19:20:24.000+0000,005OH0000009EwcYAE,2025-04-15T19:47:05.000+0000,005OH0000009EwcYAE,2025-04-15T19:47:05.000+0000,(416)420-9194,(416) 420-9194,craig@intrepidfs.ca,(249)502-5798,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,352.0
500OH00000UiF76YAF,False,,19188373,003G0000018f6UIIAY,0010A000002wOR0QAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-15T20:20:41.000+0000,False,False,005OH0000009EwcYAE,2025-04-15T20:03:46.000+0000,005OH0000009EwcYAE,2025-04-15T20:20:42.000+0000,005OH0000009EwcYAE,2025-04-15T20:20:42.000+0000,(705)645-3329,(705) 716-0161,operations@stratawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,352.0
500OH00000Uk3BNYAZ,False,,19198033,003G0000018f6W4IAI,0010A000002wOSlQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - Orthodontics,Medium,,True,2025-04-16T13:14:44.000+0000,False,False,0055o000002I19tAAC,2025-04-16T13:05:09.000+0000,0055o000002I19tAAC,2025-04-16T13:14:44.000+0000,0055o000002I19tAAC,2025-04-16T13:14:44.000+0000,(819)797-9501,,julie.gauthier@prosphere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,351.0
500OH00000UkGq5YAF,False,,19198699,003G000001B4v07IAB,0010A000002wQKrQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-16T13:45:48.000+0000,False,False,005OH0000009EwcYAE,2025-04-16T13:23:32.000+0000,005OH0000009EwcYAE,2025-04-16T13:45:48.000+0000,005OH0000009EwcYAE,2025-04-16T13:45:48.000+0000,(306)220-9506,(306) 220-9506,eshearer@tipi-imipartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,351.0
500OH00000UkMdlYAF,False,,19199815,003G0000018f6XSIAY,0010A000002wOUXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-04-16T13:52:36.000+0000,False,False,005OH0000040axFYAQ,2025-04-16T13:49:02.000+0000,005OH0000040axFYAQ,2025-04-16T13:52:36.000+0000,005OH0000040axFYAQ,2025-04-16T13:52:36.000+0000,(905)475-0122,,john.clements@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000040axFYAQ,,,,,,,0.0,0.0,0.0,,False,351.0
500OH00000UkMsSYAV,False,,19205632,0035o000007kO9OAAU,0015o000008SHExAAO,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-16T17:22:41.000+0000,False,False,005OH0000009EwcYAE,2025-04-16T15:32:08.000+0000,005OH0000009EwcYAE,2025-04-16T17:22:41.000+0000,005OH0000009EwcYAE,2025-04-16T17:22:41.000+0000,(613)608-3086,,andrea.teske@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,351.0
500OH00000UkTsGYAV,False,,19205343,0030A00000BtSCIQA3,0010A00000CU4s7QAD,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,adjustment,Medium,missing paperwork now with adjsutment to cancel redemption,True,2025-04-16T15:44:44.000+0000,False,False,005OH000006uYrkYAE,2025-04-16T15:27:42.000+0000,005OH000006uYrkYAE,2025-04-16T15:44:44.000+0000,005OH000006uYrkYAE,2025-04-16T15:44:44.000+0000,(416)209-7448,(416) 209-7448,soraia@fernandesandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,351.0
500OH00000UkvZtYAJ,False,,19206330,0030A00000BtSCIQA3,0010A00000CU4s7QAD,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,adjustment,Medium,follow up on adjustment email,True,2025-04-16T15:45:11.000+0000,False,False,005OH000006uYrkYAE,2025-04-16T15:43:40.000+0000,005OH000006uYrkYAE,2025-04-16T15:45:12.000+0000,005OH000006uYrkYAE,2025-04-16T15:45:12.000+0000,(416)209-7448,(416) 209-7448,soraia@fernandesandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,351.0
500OH00000Ula6nYAB,False,,19214850,0030A00000CJE4pQAH,0010A00000Ctw66QAB,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-16T19:30:39.000+0000,False,False,005OH0000009EwcYAE,2025-04-16T18:03:17.000+0000,005OH0000009EwcYAE,2025-04-16T19:30:40.000+0000,005OH0000009EwcYAE,2025-04-16T19:30:40.000+0000,(289)764-4770,,austin.wassink@impactfg.com,(289)452-9469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,351.0
500OH00000UlmfwYAB,False,,19221857,0030A0000029Z2TQAU,0010A000002vyNYQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-16T20:06:48.000+0000,False,False,005OH0000009EwcYAE,2025-04-16T19:52:08.000+0000,005OH0000009EwcYAE,2025-04-16T20:06:48.000+0000,005OH0000009EwcYAE,2025-04-16T20:06:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,351.0
500OH00000Um0RBYAZ,False,,19223358,0031600002cIzC2AAK,0010A000002wOKSQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-17T13:19:27.000+0000,False,False,005OH0000009EwcYAE,2025-04-16T20:19:52.000+0000,005OH0000009EwcYAE,2025-04-17T13:19:27.000+0000,005OH0000009EwcYAE,2025-04-17T13:19:27.000+0000,(289)764-4770,,austin.wassink@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,351.0
500OH00000Um7sLYAR,False,,19222339,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-16T20:06:32.000+0000,False,False,005OH0000009EwcYAE,2025-04-16T20:01:10.000+0000,005OH0000009EwcYAE,2025-04-16T20:06:32.000+0000,005OH0000009EwcYAE,2025-04-16T20:06:32.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,351.0
500OH00000UoVyfYAF,False,,19242176,003G0000018f7ZdIAI,0010A000002wPgTQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-17T16:33:09.000+0000,False,False,005OH0000009EwcYAE,2025-04-17T16:18:16.000+0000,005OH0000009EwcYAE,2025-04-17T16:33:10.000+0000,005OH0000009EwcYAE,2025-04-17T16:33:10.000+0000,(613) 546-2282,(613) 328-4728,bryce@bcpbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,350.0
500OH00000UouH4YAJ,False,,19245890,003OH00000B21ugYAB,001OH00000DJaLQYA1,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Changes to Plan Design,Medium,,True,2025-04-17T17:54:10.000+0000,False,False,005OH0000009EwcYAE,2025-04-17T17:23:12.000+0000,005OH0000009EwcYAE,2025-04-17T17:54:11.000+0000,005OH0000009EwcYAE,2025-04-17T17:54:11.000+0000,(437)552-8508,,ilona.erst@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,350.0
500OH00000UpRLAYA3,False,,19256324,0030A000001Xj6IQAS,0010A000002wNIIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,advisor wanting to open CH TFSA acct. we do not have that FC available. FA to reach out to branch manager and compliance.,True,2025-04-17T20:39:05.000+0000,False,False,005OH000006uYrkYAE,2025-04-17T20:28:32.000+0000,005OH000006uYrkYAE,2025-04-17T20:39:05.000+0000,005OH000006uYrkYAE,2025-04-17T20:39:05.000+0000,(905)960-8252,(905) 960-8252,gavin@multigenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,350.0
500OH00000UpVA9YAN,False,,19254009,0030A0000029UyxQAE,0010A000002vv1cQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-17T19:46:40.000+0000,False,False,005OH0000009EwcYAE,2025-04-17T19:40:48.000+0000,005OH0000009EwcYAE,2025-04-17T19:46:40.000+0000,005OH0000009EwcYAE,2025-04-17T19:46:40.000+0000,(819)376-8666X132,,fadi.alami@sfl.ca,(819)374-0352,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,350.0
500OH00000UpiP8YAJ,False,,19256647,003G0000018f7sNIAQ,0010A000002wPydQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-17T20:45:11.000+0000,False,False,005OH0000009EwcYAE,2025-04-17T20:35:20.000+0000,005OH0000009EwcYAE,2025-04-17T20:45:11.000+0000,005OH0000009EwcYAE,2025-04-17T20:45:11.000+0000,(800) 667-2726 x204,,d.teasdale@norbram.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,350.0
500OH00000Upo7zYAB,False,,19259019,003OH00000M961ZYAR,001OH00000QupZJYAZ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-04-17T21:53:43.000+0000,False,False,0055o000001lNlUAAU,2025-04-17T21:45:39.000+0000,0055o000001lNlUAAU,2025-04-17T21:53:43.000+0000,0055o000001lNlUAAU,2025-04-17T21:53:43.000+0000,(780)803-5001,,amritjotkaur@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001lNlUAAU,,,,,,,0.0,0.0,0.0,,False,350.0
500OH00000UvWDGYA3,False,,19270619,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,application for RESP,Medium,AORT and KYC. is application required? will review notes on Onbase and follow up with field.,True,2025-04-21T15:02:34.000+0000,False,False,005OH000006uYrkYAE,2025-04-21T14:56:22.000+0000,005OH000006uYrkYAE,2025-04-21T15:02:34.000+0000,005OH000006uYrkYAE,2025-04-21T15:02:34.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,346.0
500OH00000Uw2jQYAR,False,,19278730,0035o000007ah1DAAQ,0015o000008HBQHAA4,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,tax slip,Medium,follow up on tax slip for client,True,2025-04-21T17:54:54.000+0000,False,False,005OH000006uYrkYAE,2025-04-21T17:47:12.000+0000,005OH000006uYrkYAE,2025-04-21T17:54:54.000+0000,005OH000006uYrkYAE,2025-04-21T17:54:54.000+0000,(613)858-1117,(613) 858-1117,geoff@carletonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,346.0
500OH00000UwaYCYAZ,False,,19286020,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,FHSA,Medium,purchase into FHSA coded incorrectly. will email,True,2025-04-21T20:27:52.000+0000,False,False,005OH000006uYrkYAE,2025-04-21T20:26:10.000+0000,005OH000006uYrkYAE,2025-04-21T20:27:53.000+0000,005OH000006uYrkYAE,2025-04-21T20:27:53.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,346.0
500OH00000Uyq5hYAB,False,,19297028,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,OPEN SEG fund. transferred call to segs,True,2025-04-22T14:41:27.000+0000,False,False,005OH000006uYrkYAE,2025-04-22T14:33:05.000+0000,005OH000006uYrkYAE,2025-04-22T14:41:27.000+0000,005OH000006uYrkYAE,2025-04-22T14:41:27.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,345.0
500OH00000UyxghYAB,False,,19299456,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,call showing as received; phone did not ring.,True,2025-04-23T16:14:53.000+0000,False,False,005OH000006uYrkYAE,2025-04-22T15:10:36.000+0000,005OH000006uYrkYAE,2025-04-23T16:14:53.000+0000,005OH000006uYrkYAE,2025-04-23T16:14:53.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,345.0
500OH00000UzUT6YAN,False,,19310736,0035o000005GX2jAAG,0015o000005pHR2AAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Routine,Medium,,True,2025-04-22T19:17:43.000+0000,False,False,0055o000002I19tAAC,2025-04-22T17:54:40.000+0000,0055o000002I19tAAC,2025-04-22T19:17:43.000+0000,0055o000002I19tAAC,2025-04-22T19:17:43.000+0000,(705)719-6773,(519) 375-2435,jeanpaul.caron@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,345.0
500OH00000V0bLzYAJ,False,,19322663,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption to cash acct,Medium,left Suzanne a VM. process redempton to cash acct. requested CL ID.,True,2025-04-22T20:55:45.000+0000,False,False,005OH000006uYrkYAE,2025-04-22T20:52:32.000+0000,005OH000006uYrkYAE,2025-04-22T20:55:46.000+0000,005OH000006uYrkYAE,2025-04-22T20:55:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,345.0
500OH00000V3fKzYAJ,False,,19349585,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,FA wanted f series fund for RESP acct. only available on nominee plans.,True,2025-04-23T18:31:06.000+0000,False,False,005OH000006uYrkYAE,2025-04-23T18:22:49.000+0000,005OH000006uYrkYAE,2025-04-23T18:31:07.000+0000,005OH000006uYrkYAE,2025-04-23T18:31:07.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,344.0
500OH00000V7D3ZYAV,False,,19384556,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-04-24T18:35:57.000+0000,False,False,005OH000006uYrkYAE,2025-04-24T18:32:28.000+0000,005OH000006uYrkYAE,2025-04-24T18:35:57.000+0000,005OH000006uYrkYAE,2025-04-24T18:35:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,343.0
500OH00000V9fbeYAB,False,,19403362,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,VM to call back. no other info,True,2025-04-25T14:58:01.000+0000,False,False,005OH000006uYrkYAE,2025-04-25T14:47:00.000+0000,005OH000006uYrkYAE,2025-04-25T14:58:01.000+0000,005OH000006uYrkYAE,2025-04-25T14:58:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,342.0
500OH00000VA7w2YAD,False,,19406333,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client was hoping to use the same email address for both herself and husband. reviewed steps to link profiles.,True,2025-04-25T15:54:35.000+0000,False,False,005OH000006uYrkYAE,2025-04-25T15:40:37.000+0000,005OH000006uYrkYAE,2025-04-25T15:54:35.000+0000,005OH000006uYrkYAE,2025-04-25T15:54:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,342.0
500OH00000VAPWPYA5,False,,19413335,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-04-25T17:44:52.000+0000,False,False,005OH000006uYrkYAE,2025-04-25T17:42:39.000+0000,005OH000006uYrkYAE,2025-04-25T17:45:09.000+0000,005OH000006uYrkYAE,2025-04-25T17:45:09.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,342.0
500OH00000VAqBcYAL,False,,19417338,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,received general inbox info. ref # 04845898,True,2025-04-25T18:55:09.000+0000,False,False,005OH000006uYrkYAE,2025-04-25T18:49:43.000+0000,005OH000006uYrkYAE,2025-04-25T18:55:10.000+0000,005OH000006uYrkYAE,2025-04-25T18:55:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,342.0
500OH00000VBBj5YAH,False,,19421031,0035o000007Zh6wAAC,0015o000008GBBQAA4,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - General (plan rundown),Medium,,True,2025-04-25T20:12:29.000+0000,False,False,0055o000002I19tAAC,2025-04-25T19:59:06.000+0000,0055o000002I19tAAC,2025-04-25T20:12:29.000+0000,0055o000002I19tAAC,2025-04-25T20:12:29.000+0000,(418)956-3157,,frederic.ruel@valeo.plus,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,342.0
500OH00000VCCErYAP,False,,19427095,,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-04-26T05:14:17.000+0000,False,False,005OH0000093lrdYAA,2025-04-26T05:11:58.000+0000,005OH0000093lrdYAA,2025-04-26T05:14:17.000+0000,005OH0000093lrdYAA,2025-04-26T05:14:17.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000093lrdYAA,,,,,,,0.0,0.0,0.0,,False,341.0
500OH00000VFlkpYAD,False,,19437289,0030A0000029hojQAA,0010A000002w5cuQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-28T16:16:11.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T14:27:48.000+0000,005OH0000009EwcYAE,2025-04-28T16:16:11.000+0000,005OH0000009EwcYAE,2025-04-28T16:16:11.000+0000,(250)475-3447,,vernon@mywealthcoach.ca,(250)475-3448,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VFlxhYAD,False,,19435030,003G0000018f7I6IAI,0010A000002wPNMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,request to process redemption. I am not able to do this.,True,2025-04-28T14:00:05.000+0000,False,False,005OH000006uYrkYAE,2025-04-28T13:49:32.000+0000,005OH000006uYrkYAE,2025-04-28T14:00:05.000+0000,005OH000006uYrkYAE,2025-04-28T14:00:05.000+0000,(647)277-1186X700,(416) 824-6072,christopher@dewdney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VFoAmYAL,False,,19435266,0030A0000029kf6QAA,0010A000002w7xcQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Orthodontics,Medium,,True,2025-04-28T14:43:58.000+0000,False,False,0055o000002I19tAAC,2025-04-28T13:53:45.000+0000,0055o000002I19tAAC,2025-04-28T14:43:58.000+0000,0055o000002I19tAAC,2025-04-28T14:43:58.000+0000,(905)857-0092,,carloravenna@rogers.com,(416)704-7162,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VG0FAYA1,False,,19437694,0030A0000029gXEQAY,0010A000002w4YHQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-28T15:49:11.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T14:33:50.000+0000,005OH0000009EwcYAE,2025-04-28T15:49:11.000+0000,005OH0000009EwcYAE,2025-04-28T15:49:11.000+0000,(416)524-1382,,effie.laskaris@chronoswealth.com,(416)901-3527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VGDynYAH,False,,19441359,003G0000018f7DcIAI,0010A000002wPHYQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Diabetic equipment,Medium,,True,2025-04-28T15:45:01.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T15:30:10.000+0000,005OH0000009EwcYAE,2025-04-28T15:45:01.000+0000,005OH0000009EwcYAE,2025-04-28T15:45:01.000+0000,(905)858-1894,(647) 244-8703,sean@portpro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VGEYJYA5,False,,19442758,0030A0000029hojQAA,0010A000002w5cuQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-28T16:15:54.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T15:49:59.000+0000,005OH0000009EwcYAE,2025-04-28T16:15:55.000+0000,005OH0000009EwcYAE,2025-04-28T16:15:55.000+0000,(250)475-3447,,vernon@mywealthcoach.ca,(250)475-3448,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VGHxZYAX,False,,19444515,0035o000003uw70AAA,0015o000004WOldAAG,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-28T17:42:23.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T16:16:31.000+0000,005OH0000009EwcYAE,2025-04-28T17:42:23.000+0000,005OH0000009EwcYAE,2025-04-28T17:42:23.000+0000,(403)401-5368,,rexiejvea@gmail.com,(403)455-8964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VGI90YAH,False,,19445173,0030A0000029hojQAA,0010A000002w5cuQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-28T17:42:06.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T16:27:12.000+0000,005OH0000009EwcYAE,2025-04-28T17:42:06.000+0000,005OH0000009EwcYAE,2025-04-28T17:42:06.000+0000,(250)475-3447,,vernon@mywealthcoach.ca,(250)475-3448,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VGJBNYA5,False,,19445998,003G0000018f7sNIAQ,0010A000002wPydQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-28T17:41:50.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T16:39:20.000+0000,005OH0000009EwcYAE,2025-04-28T17:41:50.000+0000,005OH0000009EwcYAE,2025-04-28T17:41:50.000+0000,(800) 667-2726 x204,,d.teasdale@norbram.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VGkjTYAT,False,,19450367,003G0000018f76JIAQ,0010A000002wP9dQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-28T17:50:00.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T17:45:04.000+0000,005OH0000009EwcYAE,2025-04-28T17:50:00.000+0000,005OH0000009EwcYAE,2025-04-28T17:50:00.000+0000,(438)372-6289,(514) 265-5981,stephan.breault@csf95.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VGpb3YAD,False,,19451315,0030A000009FtWbQAK,0010A00000AHOV0QAP,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Contact transferred,Medium,,True,2025-04-28T18:12:46.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T17:58:48.000+0000,005OH0000009EwcYAE,2025-04-28T18:12:47.000+0000,005OH0000009EwcYAE,2025-04-28T18:12:47.000+0000,(306)359-0776X322,(306) 533-4657,j.werner@leipertfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VGvYQYA1,False,,19453464,003G0000018f6kyIAA,0010A000002wOmiQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-28T20:02:12.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T18:29:41.000+0000,005OH0000009EwcYAE,2025-04-28T20:02:12.000+0000,005OH0000009EwcYAE,2025-04-28T20:02:12.000+0000,(807)475-9424,(807) 355-2950,bob@swanfinancialconcepts.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VGxrxYAD,False,,19455223,003G0000018f7sNIAQ,0010A000002wPydQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-28T20:01:45.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T18:56:20.000+0000,005OH0000009EwcYAE,2025-04-28T20:01:45.000+0000,005OH0000009EwcYAE,2025-04-28T20:01:45.000+0000,(800) 667-2726 x204,,d.teasdale@norbram.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VH1XLYA1,False,,19452456,0030A0000029f2gQAA,0010A000002w3GbQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Bridges and dentures,Medium,,True,2025-04-28T20:02:30.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T18:14:57.000+0000,005OH0000009EwcYAE,2025-04-28T20:02:30.000+0000,005OH0000009EwcYAE,2025-04-28T20:02:30.000+0000,(780)945-2886,,laura@cordisfinancial.ca,(780)443-4129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VHbanYAD,False,,19459669,003G0000018f7saIAA,0010A000002wPyqQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-28T20:12:22.000+0000,False,False,005OH0000009EwcYAE,2025-04-28T20:06:15.000+0000,005OH0000009EwcYAE,2025-04-28T20:12:22.000+0000,005OH0000009EwcYAE,2025-04-28T20:12:22.000+0000,(416)492-4300,,shawn@lesliegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,339.0
500OH00000VItgxYAD,False,,19467535,0030A0000029eIuQAI,0010A000002w2hYQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Routine,Medium,,True,2025-04-29T12:44:16.000+0000,False,False,0055o000002I19tAAC,2025-04-29T12:07:31.000+0000,0055o000002I19tAAC,2025-04-29T12:44:16.000+0000,0055o000002I19tAAC,2025-04-29T12:44:16.000+0000,(250)729-0904,,emmanuel.lint@ig.ca,(250)729-0908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,338.0
500OH00000VJATLYA5,False,,19470729,0030A0000029hyuQAA,0010A000002w5lTQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-04-29T13:53:33.000+0000,False,False,005OH0000009EwcYAE,2025-04-29T13:49:05.000+0000,005OH0000009EwcYAE,2025-04-29T13:53:33.000+0000,005OH0000009EwcYAE,2025-04-29T13:53:33.000+0000,(306)956-5200,,,(306)956-5252,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,338.0
500OH00000VK7ZlYAL,False,,19480035,003G0000018f6kyIAA,0010A000002wOmiQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Drugs - Biologic / biosimilar switching,Medium,,True,2025-04-29T16:49:07.000+0000,False,False,005OH0000009EwcYAE,2025-04-29T16:32:44.000+0000,005OH0000009EwcYAE,2025-04-29T16:49:08.000+0000,005OH0000009EwcYAE,2025-04-29T16:49:08.000+0000,(807)475-9424,(807) 355-2950,bob@swanfinancialconcepts.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,338.0
500OH00000VKbBHYA1,False,,19488685,003OH00000B21ugYAB,001OH00000DJaLQYA1,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Group Admin website,Medium,,True,2025-04-30T14:20:10.000+0000,False,False,005OH0000009EwcYAE,2025-04-29T18:46:15.000+0000,005OH0000009EwcYAE,2025-04-30T14:20:10.000+0000,005OH0000009EwcYAE,2025-04-30T14:20:10.000+0000,(437)552-8508,,ilona.erst@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,338.0
500OH00000VNJeRYAX,False,,19508291,003G0000018f7sNIAQ,0010A000002wPydQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-04-30T16:16:02.000+0000,False,False,005OH0000009EwcYAE,2025-04-30T15:00:06.000+0000,005OH0000009EwcYAE,2025-04-30T16:16:02.000+0000,005OH0000009EwcYAE,2025-04-30T16:16:02.000+0000,(800) 667-2726 x204,,d.teasdale@norbram.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,337.0
500OH00000VNbrSYAT,False,,19511342,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,making fund inactive.,Medium,quadrus news. shows that both plans and funds can be made inactive. only found process to make plan acct inactive. field followed same steps to make fund inactive.,True,2025-04-30T16:02:39.000+0000,False,False,005OH000006uYrkYAE,2025-04-30T15:51:26.000+0000,005OH000006uYrkYAE,2025-04-30T16:02:39.000+0000,005OH000006uYrkYAE,2025-04-30T16:02:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,337.0
500OH00000VNcynYAD,False,,19511372,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,trusted contact person,Medium,can joint account list other people as TCP.,True,2025-04-30T15:55:13.000+0000,False,False,005OH000006uYrkYAE,2025-04-30T15:51:45.000+0000,005OH000006uYrkYAE,2025-04-30T15:55:14.000+0000,005OH000006uYrkYAE,2025-04-30T15:55:14.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,337.0
500OH00000VO8ibYAD,False,,19521634,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM regarding OPEN acct,Medium,will be sending me an email as well.,True,2025-04-30T18:39:13.000+0000,False,False,005OH000006uYrkYAE,2025-04-30T18:38:14.000+0000,005OH000006uYrkYAE,2025-04-30T18:39:13.000+0000,005OH000006uYrkYAE,2025-04-30T18:39:13.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,337.0
500OH00000VOMAPYA5,False,,19521349,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,left message regarding new redemption process.,True,2025-04-30T18:39:50.000+0000,False,False,005OH000006uYrkYAE,2025-04-30T18:33:21.000+0000,005OH000006uYrkYAE,2025-04-30T18:39:50.000+0000,005OH000006uYrkYAE,2025-04-30T18:39:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,337.0
500OH00000VOdMYYA1,False,,19527273,003G0000018f6RAIAY,0010A000002wONVQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Drugs - Compound drug,Medium,,True,2025-05-01T13:40:15.000+0000,False,False,005OH0000009EwcYAE,2025-04-30T20:11:27.000+0000,005OH0000009EwcYAE,2025-05-01T13:40:15.000+0000,005OH0000009EwcYAE,2025-05-01T13:40:15.000+0000,(613)230-3004,(613) 299-2326,eric.sewell@miig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,337.0
500OH00000VOdb9YAD,False,,19527597,0035o000006InnKAAS,0015o000006nvK9AAI,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,quoted on his clients Guaranteed plans,True,2025-04-30T20:36:57.000+0000,False,False,0050A000001hsyOQAQ,2025-04-30T20:18:14.000+0000,0050A000001hsyOQAQ,2025-04-30T20:36:57.000+0000,0050A000001hsyOQAQ,2025-04-30T20:36:57.000+0000,(604)639-8465,,kevin.hawryluk@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001hsyOQAQ,,,,,,,0.0,0.0,0.0,,False,337.0
500OH00000VOoebYAD,False,,19529097,0030A0000029f2gQAA,0010A000002w3GbQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Contact transferred,Medium,,True,2025-05-01T13:39:26.000+0000,False,False,005OH0000009EwcYAE,2025-04-30T20:48:03.000+0000,005OH0000009EwcYAE,2025-05-01T13:39:26.000+0000,005OH0000009EwcYAE,2025-05-01T13:39:26.000+0000,(780)945-2886,,laura@cordisfinancial.ca,(780)443-4129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,337.0
500OH00000VP04bYAD,False,,19529691,003G0000018f6iiIAA,0010A000002wOixQAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM to cancel trade,Medium,sent email as well to cancel trade.,True,2025-04-30T21:03:13.000+0000,False,False,005OH000006uYrkYAE,2025-04-30T21:02:23.000+0000,005OH000006uYrkYAE,2025-04-30T21:03:13.000+0000,005OH000006uYrkYAE,2025-04-30T21:03:13.000+0000,(416)254-7128,,grace.chung@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,337.0
500OH00000VQNVRYA5,False,,19537542,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-05-01T13:38:06.000+0000,False,False,005OH0000009EwcYAE,2025-05-01T13:33:55.000+0000,005OH0000009EwcYAE,2025-05-01T13:38:07.000+0000,005OH0000009EwcYAE,2025-05-01T13:38:07.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,336.0
500OH00000VQSrfYAH,False,,19535827,0031600002MmYVbAAN,001G000001kmo0PIAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - Routine,Medium,,True,2025-05-01T13:55:56.000+0000,False,False,0055o000002I19tAAC,2025-05-01T12:46:44.000+0000,0055o000002I19tAAC,2025-05-01T13:55:57.000+0000,0055o000002I19tAAC,2025-05-01T13:55:57.000+0000,(514) 840-7028 / Cell: (438) 995-0484,,eric.tardif@aon.com,514 845-0678,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,336.0
500OH00000VQgEmYAL,False,,19541649,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,unable to fax. will send to me to send to fidelity.,True,2025-05-01T15:04:38.000+0000,False,False,005OH000006uYrkYAE,2025-05-01T14:57:25.000+0000,005OH000006uYrkYAE,2025-05-01T15:04:39.000+0000,005OH000006uYrkYAE,2025-05-01T15:04:39.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,336.0
500OH00000VRqX2YAL,False,,19557096,0035o000007HLxmAAG,0010A000002w41RQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Contact transferred,Medium,,True,2025-05-01T19:34:34.000+0000,False,False,005OH0000009EwbYAE,2025-05-01T19:32:27.000+0000,005OH0000009EwbYAE,2025-05-01T19:34:34.000+0000,005OH0000009EwbYAE,2025-05-01T19:34:34.000+0000,,,mjbernier@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,336.0
500OH00000VS06VYAT,False,,19555265,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,is TARI needed? reviewed toolkit. yes.,True,2025-05-01T19:07:34.000+0000,False,False,005OH000006uYrkYAE,2025-05-01T19:00:07.000+0000,005OH000006uYrkYAE,2025-05-01T19:07:34.000+0000,005OH000006uYrkYAE,2025-05-01T19:07:34.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,336.0
500OH00000VSU1JYAX,False,,19560683,0030A00000C4SMdQAN,001G000001kmk5UIAQ,,,,,,,0120A0000004Q2tQAE,Closed - Responded,,Email,,,,,True,2026-03-26T14:59:18.000+0000,False,False,0055o000001vl9BAAQ,2025-05-01T20:46:53.000+0000,0055o000001vl9BAAQ,2026-03-26T14:59:18.000+0000,0055o000001vl9BAAQ,2026-03-26T14:59:18.000+0000,(204) 748-2692,,aholmstrom@flbsd.mb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001vl9BAAQ,,,,,,,0.0,0.0,0.0,,False,336.0
500OH00000VU39yYAD,False,,19571116,0030A000008uy9bQAA,0010A000009pyHGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,will call CL max to confirm paperwork received in good order. email to FA after to follow up.,True,2025-05-02T14:50:25.000+0000,False,False,005OH000006uYrkYAE,2025-05-02T14:37:41.000+0000,005OH000006uYrkYAE,2025-05-02T14:50:25.000+0000,005OH000006uYrkYAE,2025-05-02T14:50:25.000+0000,(416)366-2971,(647) 459-5767,grow@joelanglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,335.0
500OH00000VUZEdYAP,False,,19576541,0030A0000029f2gQAA,0010A000002w3GbQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Hearing aids,Medium,,True,2025-05-02T17:00:01.000+0000,False,False,005OH0000009EwcYAE,2025-05-02T16:13:52.000+0000,005OH0000009EwcYAE,2025-05-02T17:00:01.000+0000,005OH0000009EwcYAE,2025-05-02T17:00:01.000+0000,(780)945-2886,,laura@cordisfinancial.ca,(780)443-4129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,335.0
500OH00000VUpzKYAT,False,,19578724,0030A000004FpvqQAC,0010A000006WDJyQAO,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Orthodontics,Medium,,True,2025-05-02T16:57:49.000+0000,False,False,0055o000002I19tAAC,2025-05-02T16:53:39.000+0000,0055o000002I19tAAC,2025-05-02T16:57:49.000+0000,0055o000002I19tAAC,2025-05-02T16:57:49.000+0000,(705)994-3099,,steven.owen@owenandassoc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,335.0
500OH00000VUxVWYA1,False,,19583890,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up.,True,2025-05-02T18:25:33.000+0000,False,False,005OH000006uYrkYAE,2025-05-02T18:25:01.000+0000,005OH000006uYrkYAE,2025-05-02T18:25:33.000+0000,005OH000006uYrkYAE,2025-05-02T18:25:33.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,335.0
500OH00000VaPFnYAN,False,,19607518,003G000001B5pLBIAZ,0010A000002wQMqQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Gender affirmation,Medium,,True,2025-05-05T15:29:32.000+0000,False,False,005OH0000009EwcYAE,2025-05-05T15:21:58.000+0000,005OH0000009EwcYAE,2025-05-05T15:29:33.000+0000,005OH0000009EwcYAE,2025-05-05T15:29:33.000+0000,(416) 488-3080,(416) 917-9008,paul@deacon-kalata.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000VaULuYAN,False,,19608636,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,no info,True,2025-05-05T15:39:48.000+0000,False,False,005OH000006uYrkYAE,2025-05-05T15:38:30.000+0000,005OH000006uYrkYAE,2025-05-05T15:39:48.000+0000,005OH000006uYrkYAE,2025-05-05T15:39:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000VabtfYAB,False,,19612802,003OH000005AnXdYAK,0010A000002w7HwQAI,,,,,,,0125o0000004MjyAAE,Open,,Phone,,,Medium,"Ins calling about COI, and to discuss CI- he is 66 and not eligible for CI. Sent request for COI.",False,,False,False,0055o000000zYfGAAU,2025-05-05T16:41:39.000+0000,0055o000000zYfGAAU,2025-05-05T17:10:38.000+0000,0055o000000zYfGAAU,2025-05-05T17:10:38.000+0000,,,martin.bernard@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000000zYfGAAU,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000VahKmYAJ,False,,19611727,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,purchase placed. WR report later.,True,2025-05-05T16:36:02.000+0000,False,False,005OH000006uYrkYAE,2025-05-05T16:25:21.000+0000,005OH000006uYrkYAE,2025-05-05T16:36:02.000+0000,005OH000006uYrkYAE,2025-05-05T16:36:02.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000ValHtYAJ,False,,19612413,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,purchase,Medium,VM to call back,True,2025-05-05T16:37:13.000+0000,False,False,005OH000006uYrkYAE,2025-05-05T16:36:07.000+0000,005OH000006uYrkYAE,2025-05-05T16:37:13.000+0000,005OH000006uYrkYAE,2025-05-05T16:37:13.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000VaonpYAB,False,,19616931,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,cancelled trade,True,2025-05-05T17:45:35.000+0000,False,False,005OH000006uYrkYAE,2025-05-05T17:41:57.000+0000,005OH000006uYrkYAE,2025-05-05T17:45:35.000+0000,005OH000006uYrkYAE,2025-05-05T17:45:35.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000VazRPYAZ,False,,19619669,003G0000018f7DcIAI,0010A000002wPHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,clients mailbox contents were stolen. notes have been placed on IC to be extra cautious and ask additional security questions.,True,2025-05-05T18:30:04.000+0000,False,False,005OH000006uYrkYAE,2025-05-05T18:22:40.000+0000,005OH000006uYrkYAE,2025-05-05T18:30:04.000+0000,005OH000006uYrkYAE,2025-05-05T18:30:04.000+0000,(905)858-1894,(647) 244-8703,sean@portpro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000Vazb9YAB,False,,19620380,0031600002cIz6sAAC,0010A000002wOKRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,call to FA for new void,True,2025-05-05T18:36:33.000+0000,False,False,005OH000006uYrkYAE,2025-05-05T18:33:24.000+0000,005OH000006uYrkYAE,2025-05-05T18:36:33.000+0000,005OH000006uYrkYAE,2025-05-05T18:36:33.000+0000,(647)232-7818,(647) 232-7818,armand.wahab@greenstoneprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000Vb525YAB,False,,19616844,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,hang up only,True,2025-05-05T17:41:22.000+0000,False,False,005OH000006uYrkYAE,2025-05-05T17:40:31.000+0000,005OH000006uYrkYAE,2025-05-05T17:41:22.000+0000,005OH000006uYrkYAE,2025-05-05T17:41:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000VbNVIYA3,False,,19623811,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,cancel trade,True,2025-05-05T19:43:19.000+0000,False,False,005OH000006uYrkYAE,2025-05-05T19:27:17.000+0000,005OH000006uYrkYAE,2025-05-05T19:43:19.000+0000,005OH000006uYrkYAE,2025-05-05T19:43:19.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000VbNlQYAV,False,,19623784,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm to cancel trade,Medium,request to cancel trade,True,2025-05-05T19:44:11.000+0000,False,False,005OH000006uYrkYAE,2025-05-05T19:26:50.000+0000,005OH000006uYrkYAE,2025-05-05T19:44:11.000+0000,005OH000006uYrkYAE,2025-05-05T19:44:11.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000VbVnoYAF,False,,19624545,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,cancelled trade,True,2025-05-05T19:42:46.000+0000,False,False,005OH000006uYrkYAE,2025-05-05T19:38:41.000+0000,005OH000006uYrkYAE,2025-05-06T14:48:38.000+0000,005OH000006uYrkYAE,2025-05-06T14:48:38.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,332.0
500OH00000VdEULYA3,False,,19636028,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,confirmed both PAC's ran. no further action required.,True,2025-05-06T13:26:49.000+0000,False,False,005OH000006uYrkYAE,2025-05-06T13:21:44.000+0000,005OH000006uYrkYAE,2025-05-06T13:26:50.000+0000,005OH000006uYrkYAE,2025-05-06T13:26:50.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,331.0
500OH00000VdgX0YAJ,False,,19639800,0030A00000BmHoZQAV,0010A000002wPyhQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Changes to Plan Design,Medium,,True,2025-05-06T14:42:27.000+0000,False,False,005OH0000009EwcYAE,2025-05-06T14:39:07.000+0000,005OH0000009EwcYAE,2025-05-06T14:42:28.000+0000,005OH0000009EwcYAE,2025-05-06T14:42:28.000+0000,(416)498-6944,(416) 565-4867,terryflynn@tmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwcYAE,,,,,,,0.0,0.0,0.0,,False,331.0
500OH00000VdiYvYAJ,False,,19644638,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,did you get my email? VM left,True,2025-05-06T16:03:46.000+0000,False,False,005OH000006uYrkYAE,2025-05-06T16:03:03.000+0000,005OH000006uYrkYAE,2025-05-06T16:03:46.000+0000,005OH000006uYrkYAE,2025-05-06T16:03:46.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,331.0
500OH00000VdleoYAB,False,,19643997,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,reviewed paperwork,True,2025-05-06T16:02:58.000+0000,False,False,005OH000006uYrkYAE,2025-05-06T15:51:28.000+0000,005OH000006uYrkYAE,2025-05-06T16:02:59.000+0000,005OH000006uYrkYAE,2025-05-06T16:02:59.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,331.0
500OH00000Ve9hBYAR,False,,19649171,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,FA is upset a sub form is required. requesting exception.,True,2025-05-06T17:28:18.000+0000,False,False,005OH000006uYrkYAE,2025-05-06T17:21:10.000+0000,005OH000006uYrkYAE,2025-05-06T17:28:19.000+0000,005OH000006uYrkYAE,2025-05-06T17:28:19.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,331.0
500OH00000VedldYAB,False,,19653822,0030A0000029kr3QAA,0010A000002w86NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,reviewed paperwork needed,True,2025-05-06T19:01:21.000+0000,False,False,005OH000006uYrkYAE,2025-05-06T18:34:01.000+0000,005OH000006uYrkYAE,2025-05-06T19:01:21.000+0000,005OH000006uYrkYAE,2025-05-06T19:01:21.000+0000,(905)893-0043,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,331.0
500OH00000VeoduYAB,False,,19658747,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,hang up,Medium,VM hang up only,True,2025-05-06T20:01:04.000+0000,False,False,005OH000006uYrkYAE,2025-05-06T19:57:25.000+0000,005OH000006uYrkYAE,2025-05-06T20:01:04.000+0000,005OH000006uYrkYAE,2025-05-06T20:01:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,331.0
500OH00000Vh9SxYAJ,False,,19674011,,0010A000002w4RtQAI,,,sgraham@g.prsdmb.ca,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-05-07T15:13:33.000+0000,False,False,0055o000000zYfGAAU,2025-05-07T15:11:49.000+0000,0055o000000zYfGAAU,2025-05-07T15:13:33.000+0000,0055o000000zYfGAAU,2025-05-07T15:13:33.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000000zYfGAAU,,,,,,,0.0,0.0,0.0,,False,330.0
500OH00000VhNsNYAV,False,,19673062,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,segs to quadrus. wondered about section 8.3. not required.,True,2025-05-07T14:57:38.000+0000,False,False,005OH000006uYrkYAE,2025-05-07T14:52:56.000+0000,005OH000006uYrkYAE,2025-05-07T14:57:38.000+0000,005OH000006uYrkYAE,2025-05-07T14:57:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,330.0
500OH00000ViDz3YAF,False,,19685771,003G0000018f7AsIAI,0010A000002wPErQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,LOD,Medium,requires signature stamp guarantee,True,2025-05-07T18:41:32.000+0000,False,False,005OH000006uYrkYAE,2025-05-07T18:39:50.000+0000,005OH000006uYrkYAE,2025-05-07T18:41:32.000+0000,005OH000006uYrkYAE,2025-05-07T18:41:32.000+0000,(416)568-7235,(416) 568-7235,peter.corringham@pcwealth.ca,(289)277-1207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,330.0
500OH00000ViafSYAR,False,,19687552,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,got VM. sent email to MA to call me.,True,2025-05-07T19:11:11.000+0000,False,False,005OH000006uYrkYAE,2025-05-07T19:09:39.000+0000,005OH000006uYrkYAE,2025-05-07T19:11:11.000+0000,005OH000006uYrkYAE,2025-05-07T19:11:11.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,330.0
500OH00000VigkvYAB,False,,19691953,0035o000004IbR4AAK,0015o000004rnOiAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,redemption already confirmed by MA.,True,2025-05-07T20:35:25.000+0000,False,False,005OH000006uYrkYAE,2025-05-07T20:32:46.000+0000,005OH000006uYrkYAE,2025-05-07T20:35:25.000+0000,005OH000006uYrkYAE,2025-05-07T20:35:25.000+0000,(416)234-1768,,joe@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,330.0
500OH00000VinnxYAB,False,,19690154,,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-05-07T19:57:18.000+0000,False,False,005OH000006uyEGYAY,2025-05-07T19:55:15.000+0000,005OH000006uyEGYAY,2025-05-07T19:57:18.000+0000,005OH000006uyEGYAY,2025-05-07T19:57:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEGYAY,,,,,,,0.0,0.0,0.0,,False,330.0
500OH00000Vitq9YAB,False,,19691182,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,signed LTA. LAF box ticked. redemption confirmed.,True,2025-05-07T20:29:44.000+0000,False,False,005OH000006uYrkYAE,2025-05-07T20:16:34.000+0000,005OH000006uYrkYAE,2025-05-07T20:29:45.000+0000,005OH000006uYrkYAE,2025-05-07T20:29:45.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,330.0
500OH00000VlBUVYA3,False,,19708570,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"discussed new forms. TCP, BIF.",True,2025-05-08T16:17:09.000+0000,False,False,005OH000006uYrkYAE,2025-05-08T16:07:25.000+0000,005OH000006uYrkYAE,2025-05-08T16:17:09.000+0000,005OH000006uYrkYAE,2025-05-08T16:17:09.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,329.0
500OH00000Vm1T4YAJ,False,,19717327,,0010A000002w3dpQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Called for change of address.  Will contact Admin by email.,True,2025-05-08T18:54:10.000+0000,False,False,005OH000003l5NVYAY,2025-05-08T18:48:11.000+0000,005OH000003l5NVYAY,2025-05-08T18:54:10.000+0000,005OH000003l5NVYAY,2025-05-08T18:54:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003l5NVYAY,,,,,,,0.0,0.0,0.0,,False,329.0
500OH00000VolRmYAJ,False,,19740799,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,how to add joint owner.,True,2025-05-09T17:15:52.000+0000,False,False,005OH000006uYrkYAE,2025-05-09T17:05:31.000+0000,005OH000006uYrkYAE,2025-05-09T17:15:53.000+0000,005OH000006uYrkYAE,2025-05-09T17:15:53.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,328.0
500OH00000VozT3YAJ,False,,19740786,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-05-09T17:05:53.000+0000,False,False,005OH000006uYrkYAE,2025-05-09T17:05:12.000+0000,005OH000006uYrkYAE,2025-05-09T17:05:53.000+0000,005OH000006uYrkYAE,2025-05-09T17:05:53.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,328.0
500OH00000Vp4seYAB,False,,19746162,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,sent paperwork for in kind transfer,True,2025-05-09T18:51:48.000+0000,False,False,005OH000006uYrkYAE,2025-05-09T18:44:22.000+0000,005OH000006uYrkYAE,2025-05-09T18:51:48.000+0000,005OH000006uYrkYAE,2025-05-09T18:51:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,328.0
500OH00000VpeZRYAZ,False,,19749305,,0010A000002vxpvQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Valarie wants to cancel the EMT coverage effective for the 1st of June.,True,2025-05-09T19:54:36.000+0000,False,False,0055o000001uacDAAQ,2025-05-09T19:48:57.000+0000,0055o000001uacDAAQ,2025-05-09T19:54:36.000+0000,0055o000001uacDAAQ,2025-05-09T19:54:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001uacDAAQ,,,,,,,0.0,0.0,0.0,,False,328.0
500OH00000VuPJeYAN,False,,19768887,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,needs to edit a nominee PAC on IC for joint plan.,True,2025-05-12T15:59:46.000+0000,False,False,005OH000006uYrkYAE,2025-05-12T15:57:09.000+0000,005OH000006uYrkYAE,2025-05-12T15:59:47.000+0000,005OH000006uYrkYAE,2025-05-12T15:59:47.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,325.0
500OH00000Vucf3YAB,False,,19772152,0030A0000029kspQAA,0010A000002w87aQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,added address on dental PE sent,True,2025-05-12T17:04:00.000+0000,False,False,005OH0000009EwbYAE,2025-05-12T16:50:08.000+0000,005OH0000009EwbYAE,2025-05-12T17:04:00.000+0000,005OH0000009EwbYAE,2025-05-12T17:04:00.000+0000,(450)582-9271,,gagnon.pi@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,325.0
500OH00000VulKFYAZ,False,,19776204,0035o000005wWDjAAM,0015o000006UQNSAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,lm with MA for call to be returned.,True,2025-05-12T17:56:26.000+0000,False,False,005OH000006uYrkYAE,2025-05-12T17:53:23.000+0000,005OH000006uYrkYAE,2025-05-12T17:56:26.000+0000,005OH000006uYrkYAE,2025-05-12T17:56:26.000+0000,(289)423-8081,,mitchell@mywealthpartner.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,325.0
500OH00000Vut6TYAR,False,,19776754,0035o000005wWDjAAM,0015o000006UQNSAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,redemption verified. will send new void and bif,True,2025-05-12T18:11:08.000+0000,False,False,005OH000006uYrkYAE,2025-05-12T18:02:08.000+0000,005OH000006uYrkYAE,2025-05-12T18:11:08.000+0000,005OH000006uYrkYAE,2025-05-12T18:11:08.000+0000,(289)423-8081,,mitchell@mywealthpartner.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,325.0
500OH00000Vv5lxYAB,False,,19783035,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-05-12T19:42:17.000+0000,False,False,005OH000006uYrkYAE,2025-05-12T19:41:11.000+0000,005OH000006uYrkYAE,2025-05-12T19:42:17.000+0000,005OH000006uYrkYAE,2025-05-12T19:42:17.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,325.0
500OH00000VvIb3YAF,False,,19780945,0030A0000029nW9QAI,0010A000002wAMrQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-05-12T19:12:30.000+0000,False,False,005OH0000009EwbYAE,2025-05-12T19:07:54.000+0000,005OH0000009EwbYAE,2025-05-12T19:12:30.000+0000,005OH0000009EwbYAE,2025-05-12T19:12:30.000+0000,(204)954-5508,,,(204)954-5501,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,325.0
500OH00000VvJH1YAN,False,,19782126,003G0000018f7I6IAI,0010A000002wPNMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,verify redemption for CL ID 700447238.,True,2025-05-12T19:41:04.000+0000,False,False,005OH000006uYrkYAE,2025-05-12T19:26:54.000+0000,005OH000006uYrkYAE,2025-05-12T19:41:04.000+0000,005OH000006uYrkYAE,2025-05-12T19:41:04.000+0000,(647)277-1186X700,(416) 824-6072,christopher@dewdney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,325.0
500OH00000VvQlWYAV,False,,19783040,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,hang up,True,2025-05-12T19:41:49.000+0000,False,False,005OH000006uYrkYAE,2025-05-12T19:41:17.000+0000,005OH000006uYrkYAE,2025-05-12T19:41:49.000+0000,005OH000006uYrkYAE,2025-05-12T19:41:49.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,325.0
500OH00000Vy3nfYAB,False,,19805915,0030A000007CDMBQA4,0010A0000083As5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,not currently available. would inform in future.,True,2025-05-13T17:19:52.000+0000,False,False,005OH000006uYrkYAE,2025-05-13T17:17:16.000+0000,005OH000006uYrkYAE,2025-05-13T17:19:52.000+0000,005OH000006uYrkYAE,2025-05-13T17:19:52.000+0000,(416)366-2971,(647) 991-7050,david@hulllife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,324.0
500OH00000VyCfeYAF,False,,19808166,003G0000018f7JsIAI,0010A000002wPP8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,redemption verifed. still need void,True,2025-05-13T17:59:06.000+0000,False,False,005OH000006uYrkYAE,2025-05-13T17:54:20.000+0000,005OH000006uYrkYAE,2025-05-13T17:59:07.000+0000,005OH000006uYrkYAE,2025-05-13T17:59:07.000+0000,(905)213-2101,(905) 213-2101,jamieson@mcgeefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,324.0
500OH00000W4FcMYAV,False,,19856034,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"new client transferring from BMO to Quadrus. opening OPEN acct. client will need to transfer from Ind OPEN to ind OPEN. once the funds land at Quadrus, will review and discuss how to move funds to JOINT OPEN plan.",True,2025-05-15T13:19:38.000+0000,False,False,005OH000006uYrkYAE,2025-05-15T13:14:22.000+0000,005OH000006uYrkYAE,2025-05-15T13:19:38.000+0000,005OH000006uYrkYAE,2025-05-15T13:19:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,322.0
500OH00000W4gCkYAJ,False,,19860335,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,MA called to confirm new process for redemption verify,True,2025-05-15T14:57:23.000+0000,False,False,005OH000006uYrkYAE,2025-05-15T14:52:55.000+0000,005OH000006uYrkYAE,2025-05-15T14:57:23.000+0000,005OH000006uYrkYAE,2025-05-15T14:57:23.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,322.0
500OH00000W54IHYAZ,False,,19864915,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,unable to get correct account number to update plan kyc,True,2025-05-15T16:34:42.000+0000,False,False,005OH000006uYrkYAE,2025-05-15T16:18:53.000+0000,005OH000006uYrkYAE,2025-05-15T16:34:42.000+0000,005OH000006uYrkYAE,2025-05-15T16:34:42.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,322.0
500OH00000W5oubYAB,False,,19874329,0031600002N1yxWAAR,0010A000002wNb5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,unable to leave message,True,2025-05-15T19:14:33.000+0000,False,False,005OH000006uYrkYAE,2025-05-15T19:12:17.000+0000,005OH000006uYrkYAE,2025-05-15T19:14:33.000+0000,005OH000006uYrkYAE,2025-05-15T19:14:33.000+0000,(604)360-1426,(604) 723-8464,anthony@arcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,322.0
500OH00000W65M2YAJ,False,,19878341,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,left message to call back.,True,2025-05-15T20:35:48.000+0000,False,False,005OH000006uYrkYAE,2025-05-15T20:34:58.000+0000,005OH000006uYrkYAE,2025-05-15T20:35:48.000+0000,005OH000006uYrkYAE,2025-05-15T20:35:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,322.0
500OH00000W7TanYAF,False,,19885065,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,wants to use cash account.,True,2025-05-16T13:27:58.000+0000,False,False,005OH000006uYrkYAE,2025-05-16T13:09:43.000+0000,005OH000006uYrkYAE,2025-05-16T13:27:58.000+0000,005OH000006uYrkYAE,2025-05-16T13:27:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,321.0
500OH00000W7i3WYAR,False,,19886363,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,clients separated. require 2 statements to be mailed. field to contact mackenzie regarding how to set up.,True,2025-05-16T13:58:58.000+0000,False,False,005OH000006uYrkYAE,2025-05-16T13:45:31.000+0000,005OH000006uYrkYAE,2025-05-16T13:58:58.000+0000,005OH000006uYrkYAE,2025-05-16T13:58:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,321.0
500OH00000W80uvYAB,False,,19890911,0031600002C7VbbAAF,001G000000urMw9IAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,what is required for funds to go to just one acct; both parties must sign paperwork.,True,2025-05-16T15:28:24.000+0000,False,False,005OH000006uYrkYAE,2025-05-16T15:24:40.000+0000,005OH000006uYrkYAE,2025-05-16T15:28:24.000+0000,005OH000006uYrkYAE,2025-05-16T15:28:24.000+0000,(905)477-1234X104,,thomas@afs-inc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,321.0
500OH00000W85hgYAB,False,,19891793,003G0000018f6neIAA,0010A000002wOpOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,verbally confirmed redemption,True,2025-05-16T15:47:11.000+0000,False,False,005OH000006uYrkYAE,2025-05-16T15:42:13.000+0000,005OH000006uYrkYAE,2025-05-16T15:47:11.000+0000,005OH000006uYrkYAE,2025-05-16T15:47:11.000+0000,(604)732-1508,(604) 537-6439,jasmine@inventawest.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,321.0
500OH00000W8AUPYA3,False,,19890723,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,dialed wrong ext. transferred call,True,2025-05-16T15:21:42.000+0000,False,False,005OH000006uYrkYAE,2025-05-16T15:20:20.000+0000,005OH000006uYrkYAE,2025-05-16T15:21:42.000+0000,005OH000006uYrkYAE,2025-05-16T15:21:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,321.0
500OH00000W8EOOYA3,False,,19892614,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,acct is segs. transferred call,True,2025-05-16T16:01:18.000+0000,False,False,005OH000006uYrkYAE,2025-05-16T15:58:33.000+0000,005OH000006uYrkYAE,2025-05-16T16:01:19.000+0000,005OH000006uYrkYAE,2025-05-16T16:01:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,321.0
500OH00000WFPq5YAH,False,,19922028,0035o000005vEKXAA2,0015o000006TBJxAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed redemption.,True,2025-05-20T16:23:13.000+0000,False,False,005OH000006uYrkYAE,2025-05-20T14:53:32.000+0000,005OH000006uYrkYAE,2025-05-20T16:23:13.000+0000,005OH000006uYrkYAE,2025-05-20T16:23:13.000+0000,(519)851-0817,(519) 851-0817,brayden@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,317.0
500OH00000WFxjkYAD,False,,19930444,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confrimed received and in work pool,True,2025-05-20T17:04:30.000+0000,False,False,005OH000006uYrkYAE,2025-05-20T16:59:11.000+0000,005OH000006uYrkYAE,2025-05-20T17:04:30.000+0000,005OH000006uYrkYAE,2025-05-20T17:04:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,317.0
500OH00000WGA10YAH,False,,19932506,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,transferred to correct dept,True,2025-05-20T17:30:09.000+0000,False,False,005OH000006uYrkYAE,2025-05-20T17:28:32.000+0000,005OH000006uYrkYAE,2025-05-20T17:30:09.000+0000,005OH000006uYrkYAE,2025-05-20T17:30:09.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,317.0
500OH00000WGQdmYAH,False,,19942098,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,client has DOB FEb 29th. reviewed DOB calendar on IC. confirmed leap years do have the option for Feb 29th. She will confirm DOB with fA since it is 'not' a leap year.,True,2025-05-20T19:56:41.000+0000,False,False,005OH000006uYrkYAE,2025-05-20T19:51:53.000+0000,005OH000006uYrkYAE,2025-05-20T19:56:42.000+0000,005OH000006uYrkYAE,2025-05-20T19:56:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,317.0
500OH00000WIfaJYAT,False,,19956505,003OH00000IjYrEYAV,001OH00000MyaFJYAZ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Routine,Medium,,True,2025-05-21T14:50:46.000+0000,False,False,0055o000002I19tAAC,2025-05-21T14:37:36.000+0000,0055o000002I19tAAC,2025-05-21T14:50:46.000+0000,0055o000002I19tAAC,2025-05-21T14:50:46.000+0000,(438)882-8014,,laurent@cabinetcharbonneau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,316.0
500OH00000WMUt5YAH,False,,19991408,003G0000018f7LUIAY,0010A000002wPRAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-05-22T14:53:35.000+0000,False,False,00516000006m9T8AAI,2025-05-22T14:53:35.000+0000,00516000006m9T8AAI,2025-06-19T20:13:03.000+0000,00516000006m9T8AAI,2025-06-19T20:13:03.000+0000,(905)397-3322,(905) 401-5731,aurora@luminariswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,315.0
500OH00000WMYFDYA5,False,,19990551,0030A000006YfV0QAK,0010A000007Jv1dQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed entered within 48 hours of client signing. KYC must be updated to align with switches/conversions.,True,2025-05-22T14:43:42.000+0000,False,False,005OH000006uYrkYAE,2025-05-22T14:37:56.000+0000,005OH000006uYrkYAE,2025-05-22T14:43:42.000+0000,005OH000006uYrkYAE,2025-05-22T14:43:42.000+0000,(416)475-5926,(416) 475-5926,joe@filicefinancial.com,(416)475-5926,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,315.0
500OH00000WOQuzYAH,False,,20011873,0031600002YSBqXAAX,0010A000002wODdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,how to generate report for client list,True,2025-05-22T20:51:01.000+0000,False,False,005OH000006uYrkYAE,2025-05-22T20:46:44.000+0000,005OH000006uYrkYAE,2025-05-22T20:51:01.000+0000,005OH000006uYrkYAE,2025-05-22T20:51:01.000+0000,(807)355-3668,(807) 355-3668,brandonfinance@brandonmyketa.ca,(807)577-8705,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,315.0
500OH00000WQSCqYAP,False,,20027851,0031600002EUCd1AAH,0010A000002wNCzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed complex. client closing acct. no stored banking.,True,2025-05-23T16:09:03.000+0000,False,False,005OH000006uYrkYAE,2025-05-23T16:05:26.000+0000,005OH000006uYrkYAE,2025-05-23T16:09:03.000+0000,005OH000006uYrkYAE,2025-05-23T16:09:03.000+0000,(416)700-1715,(416) 700-1715,luciano.aquino@avenirwealthgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,314.0
500OH00000WQj7BYAT,False,,20028327,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-05-23T16:13:36.000+0000,False,False,00516000006m9T8AAI,2025-05-23T16:13:36.000+0000,00516000006m9T8AAI,2025-05-23T16:14:05.000+0000,00516000006m9T8AAI,2025-05-23T16:14:05.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,314.0
500OH00000WQvGNYA1,False,,20030196,003G0000018f706IAA,0010A000002wP2jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,assisted with locating form on IC. also emailed link to content hub,True,2025-05-23T17:00:16.000+0000,False,False,005OH000006uYrkYAE,2025-05-23T16:46:00.000+0000,005OH000006uYrkYAE,2025-05-23T17:00:16.000+0000,005OH000006uYrkYAE,2025-05-23T17:00:16.000+0000,(647)408-2038,(647) 408-2038,qian.gu@helpingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,314.0
500OH00000WQzLgYAL,False,,20032665,0031600002N21EbAAJ,0010A000002wNbTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed with MA that the clients msut sign BIF to add banking to IC.,True,2025-05-23T17:38:12.000+0000,False,False,005OH000006uYrkYAE,2025-05-23T17:29:30.000+0000,005OH000006uYrkYAE,2025-05-23T17:38:13.000+0000,005OH000006uYrkYAE,2025-05-23T17:38:13.000+0000,(647)249-6237,(647) 588-0132,mariano@multigenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,314.0
500OH00000WRExOYAX,False,,20037411,003G0000018f7lRIAQ,0010A000002wPrpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,SDOPEN redemption. verbally confirmed.,True,2025-05-23T19:09:51.000+0000,False,False,005OH000006uYrkYAE,2025-05-23T18:52:14.000+0000,005OH000006uYrkYAE,2025-05-23T19:09:51.000+0000,005OH000006uYrkYAE,2025-05-23T19:09:51.000+0000,(902)446-3900,(902) 449-5855,mark@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,314.0
500OH00000WRToKYAX,False,,20039071,003G0000018f7imIAA,0010A000002wPpAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,FA set up corp acct. emailed dedicated with heads up,True,2025-05-23T19:30:39.000+0000,False,False,005OH000006uYrkYAE,2025-05-23T19:22:32.000+0000,005OH000006uYrkYAE,2025-05-23T19:30:39.000+0000,005OH000006uYrkYAE,2025-05-23T19:30:39.000+0000,(506)857-9505,,eric@coutureservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,314.0
500OH00000WRVyBYAX,False,,20037618,0031600002G7TxKAAV,0010A000002wNGnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-05-23T18:56:13.000+0000,False,False,00516000006m9T8AAI,2025-05-23T18:56:12.000+0000,00516000006m9T8AAI,2025-05-23T18:56:43.000+0000,00516000006m9T8AAI,2025-05-23T18:56:43.000+0000,(613) 232-4577x105,,asaint@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,314.0
500OH00000WVomAYAT,False,,20052882,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed received.,True,2025-05-26T13:47:59.000+0000,False,False,005OH000006uYrkYAE,2025-05-26T13:32:39.000+0000,005OH000006uYrkYAE,2025-05-26T13:47:59.000+0000,005OH000006uYrkYAE,2025-05-26T13:47:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,311.0
500OH00000WWkLTYA1,False,,20065321,0030A00000CDixHQAT,0015o0000070MqEAAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up on client file,Medium,looking into paperwork submitted for client,True,2025-05-26T16:58:45.000+0000,False,False,005OH000006uYrkYAE,2025-05-26T16:57:31.000+0000,005OH000006uYrkYAE,2025-05-26T16:58:45.000+0000,005OH000006uYrkYAE,2025-05-26T16:58:45.000+0000,(416)366-2971,(416) 816-7428,vanessa.funtera-smith@greenstoneprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,311.0
500OH00000WWoKDYA1,False,,20062808,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,FHSA,Medium,questions abou tFHSA. no client ID.,True,2025-05-26T16:18:34.000+0000,False,False,005OH000006uYrkYAE,2025-05-26T16:17:10.000+0000,005OH000006uYrkYAE,2025-05-26T16:18:34.000+0000,005OH000006uYrkYAE,2025-05-26T16:18:34.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,311.0
500OH00000WWzngYAD,False,,20070045,0031600002G6ks8AAB,0010A000002wNF5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,support team has resolved system error. LM to try and place purchase.,True,2025-05-26T18:12:56.000+0000,False,False,005OH000006uYrkYAE,2025-05-26T18:10:32.000+0000,005OH000006uYrkYAE,2025-05-26T18:12:56.000+0000,005OH000006uYrkYAE,2025-05-26T18:12:56.000+0000,(647)688-1627,(647) 688-1627,tim.chuang@radiantlifeinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,311.0
500OH00000WaSTEYA3,False,,20100781,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,seg fund. caller hung up before i could transfer back to segs.,True,2025-05-27T17:46:26.000+0000,False,False,005OH000006uYrkYAE,2025-05-27T17:43:36.000+0000,005OH000006uYrkYAE,2025-05-27T17:46:26.000+0000,005OH000006uYrkYAE,2025-05-27T17:46:26.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,310.0
500OH00000WahgjYAB,False,,20101713,0030A0000029ZtqQAE,0010A000002vz7vQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - Routine,Medium,,True,2025-05-27T19:32:31.000+0000,False,False,0055o000002I19tAAC,2025-05-27T17:58:26.000+0000,0055o000002I19tAAC,2025-05-27T19:32:31.000+0000,0055o000002I19tAAC,2025-05-27T19:32:31.000+0000,(514)878-4140,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,310.0
500OH00000WbDOsYAN,False,,20108035,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,"sign non financial form; LOD, or clients can call in",True,2025-05-27T19:55:32.000+0000,False,False,005OH000006uYrkYAE,2025-05-27T19:45:17.000+0000,005OH000006uYrkYAE,2025-05-27T19:55:32.000+0000,005OH000006uYrkYAE,2025-05-27T19:55:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,310.0
500OH00000WdBu6YAF,False,,20121933,0030A0000029VfRQAU,0010A000002vvXpQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - Routine,Medium,,True,2025-05-28T15:02:37.000+0000,False,False,0055o000002I19tAAC,2025-05-28T14:48:19.000+0000,0055o000002I19tAAC,2025-05-28T15:02:38.000+0000,0055o000002I19tAAC,2025-05-28T15:02:38.000+0000,(403)284-0494,,dan.poirier@igpwm.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,309.0
500OH00000WdFbCYAV,False,,20122885,0030A0000029jtBQAQ,0010A000002w7JdQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,CB as the call came in as missed but no answer,True,2025-05-28T15:09:30.000+0000,False,False,005OH0000009EwbYAE,2025-05-28T15:07:49.000+0000,005OH0000009EwbYAE,2025-05-28T15:09:30.000+0000,005OH0000009EwbYAE,2025-05-28T15:09:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,309.0
500OH00000WdsZBYAZ,False,,20127259,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,set up acct first; then set up PAC after mgmt acct is created. jen will also reach out to CI.,True,2025-05-28T16:32:56.000+0000,False,False,005OH000006uYrkYAE,2025-05-28T16:27:25.000+0000,005OH000006uYrkYAE,2025-05-28T16:32:57.000+0000,005OH000006uYrkYAE,2025-05-28T16:32:57.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,309.0
500OH00000We7QBYAZ,False,,20131289,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,looking for CH application,True,2025-05-28T18:01:35.000+0000,False,False,005OH000006uYrkYAE,2025-05-28T17:41:23.000+0000,005OH000006uYrkYAE,2025-05-28T18:01:35.000+0000,005OH000006uYrkYAE,2025-05-28T18:01:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,309.0
500OH00000WeZKvYAN,False,,20138427,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,investment centre- walk me.,True,2025-05-28T20:07:22.000+0000,False,False,005OH000006uYrkYAE,2025-05-28T19:51:50.000+0000,005OH000006uYrkYAE,2025-05-28T20:07:22.000+0000,005OH000006uYrkYAE,2025-05-28T20:07:22.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,309.0
500OH00000WebL4YAJ,False,,20137568,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,unknown,True,2025-05-28T19:34:36.000+0000,False,False,005OH000006uYrkYAE,2025-05-28T19:34:00.000+0000,005OH000006uYrkYAE,2025-05-28T19:34:36.000+0000,005OH000006uYrkYAE,2025-05-28T19:34:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,309.0
500OH00000WefBhYAJ,False,,20137193,0030A0000029Zg2QAE,0010A000002vyv9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirm what is checked off for registered or locked in. will reach out to confirm and email back.,True,2025-05-28T19:33:44.000+0000,False,False,005OH000006uYrkYAE,2025-05-28T19:26:33.000+0000,005OH000006uYrkYAE,2025-05-28T19:33:44.000+0000,005OH000006uYrkYAE,2025-05-28T19:33:44.000+0000,(416)358-0557,,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,309.0
500OH00000WefN6YAJ,False,,20139744,0030A000001Xj4vQAC,0010A000002wNI6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,MAS fee,Medium,also confirmed redemption.,True,2025-05-28T20:35:06.000+0000,False,False,005OH000006uYrkYAE,2025-05-28T20:17:52.000+0000,005OH000006uYrkYAE,2025-05-28T20:35:07.000+0000,005OH000006uYrkYAE,2025-05-28T20:35:07.000+0000,(647)951-0333,(647) 986-0077,patrick.taylor@taylordwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,309.0
500OH00000WeiEWYAZ,False,,20139727,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,new transfer form,Medium,sent email. left VM to let me know.,True,2025-05-28T20:41:38.000+0000,False,False,005OH000006uYrkYAE,2025-05-28T20:17:34.000+0000,005OH000006uYrkYAE,2025-05-28T20:41:38.000+0000,005OH000006uYrkYAE,2025-05-28T20:41:38.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,309.0
500OH00000Wh4qnYAB,False,,20156478,0030A0000029j0vQAA,0010A000002w6avQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-05-29T16:24:55.000+0000,False,False,0055o000002I19tAAC,2025-05-29T16:15:14.000+0000,0055o000002I19tAAC,2025-05-29T16:24:55.000+0000,0055o000002I19tAAC,2025-05-29T16:24:55.000+0000,(418)907-9294X2,,eric.bouchard@financia.info,(418)622-3939,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,308.0
500OH00000Wi898YAB,False,,20167076,0030A0000029mZEQAY,0010A000002w9YsQAI,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer had a few questions about his health and dental plan, including whether there was an expiry date and if an upcoming epidural injection would be covered. The agent was unable to definitively confirm if the epidural injection would be covered, as they needed more information like the drug identification number (DIN) for the procedure. The agent offered to connect the customer with the claims department to further investigate the recent claim the customer had made. Overall, the agent was unable to fully resolve the customer's questions and requested additional information to determine the coverage.",True,2025-05-29T19:47:10.000+0000,False,False,005OH000006wbdFYAQ,2025-05-29T19:23:35.000+0000,005OH000006wbdFYAQ,2025-05-29T19:47:10.000+0000,005OH000006wbdFYAQ,2025-05-29T19:47:10.000+0000,(514)747-1624,,bvininsky@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wbdFYAQ,,,,,,,0.0,0.0,0.0,,False,308.0
500OH00000WiNuXYAV,False,,20170156,003G0000018f7DcIAI,0010A000002wPHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,FA will need to contact mackenzie regardign EAP for recent redemption. FA needs to refer to case # and request to speak to team lead.,True,2025-05-29T20:43:50.000+0000,False,False,005OH000006uYrkYAE,2025-05-29T20:24:10.000+0000,005OH000006uYrkYAE,2025-05-29T20:43:50.000+0000,005OH000006uYrkYAE,2025-05-29T20:43:50.000+0000,(905)858-1894,(647) 244-8703,sean@portpro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,308.0
500OH00000WjwzuYAB,False,,20178564,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,client requested redemption. no banking on file. does not want bankign on file at this time. will submit complex.,True,2025-05-30T13:44:37.000+0000,False,False,005OH000006uYrkYAE,2025-05-30T13:38:27.000+0000,005OH000006uYrkYAE,2025-05-30T13:44:37.000+0000,005OH000006uYrkYAE,2025-05-30T13:44:37.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,307.0
500OH00000Wjx4pYAB,False,,20179548,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,client needs PAC stopped. MA to monitor status and call Q once PAC goes WA.,True,2025-05-30T14:10:19.000+0000,False,False,005OH000006uYrkYAE,2025-05-30T14:01:23.000+0000,005OH000006uYrkYAE,2025-05-30T14:10:19.000+0000,005OH000006uYrkYAE,2025-05-30T14:10:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,307.0
500OH00000WkYc9YAF,False,,20183437,003OH00000M38qnYAB,001G000001kmk5UIAQ,,,villanuevae@blsd.ca,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,PM BOOKED A MPSE - Freedom to Choose for Non-Teachers CALL for the plan 335114 offer but when I called she did not pick up for her scheduled appt.  Left a VM and sent a follow up email.,True,2025-05-30T15:37:47.000+0000,False,False,0050A000001nSNMQA2,2025-05-30T15:16:25.000+0000,0050A000001nSNMQA2,2025-05-30T15:37:47.000+0000,0050A000001nSNMQA2,2025-05-30T15:37:47.000+0000,(204) 324-6491,,villanuevae@blsd.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001nSNMQA2,,,,,,,0.0,0.0,0.0,,False,307.0
500OH00000WkwEjYAJ,False,,20191979,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,client has switched advisors; needs to reset access,True,2025-05-30T18:07:46.000+0000,False,False,005OH000006uYrkYAE,2025-05-30T17:55:50.000+0000,005OH000006uYrkYAE,2025-05-30T18:07:47.000+0000,005OH000006uYrkYAE,2025-05-30T18:07:47.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,307.0
500OH00000WpfOUYAZ,False,,20208975,0030A0000029cOGQAY,0010A000002w18rQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-06-02T12:56:36.000+0000,False,False,0055o000002I19tAAC,2025-06-02T12:50:34.000+0000,0055o000002I19tAAC,2025-06-02T12:56:37.000+0000,0055o000002I19tAAC,2025-06-02T12:56:37.000+0000,(450)889-5557,,v.morin@infoprimes.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,304.0
500OH00000WqFjsYAF,False,,20216627,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,call from MA. manulife did not receive Form 3 for Tracey Maxwell. emailed to manulife.,True,2025-06-02T15:28:21.000+0000,False,False,005OH000006uYrkYAE,2025-06-02T15:12:58.000+0000,005OH000006uYrkYAE,2025-06-02T15:28:21.000+0000,005OH000006uYrkYAE,2025-06-02T15:28:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,304.0
500OH00000Wtz8ZYAR,False,,20249895,0031600002a9N1sAAE,0010A000002wOHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,new code cannot be accessed on IC.,True,2025-06-03T15:01:40.000+0000,False,False,005OH000006uYrkYAE,2025-06-03T14:51:44.000+0000,005OH000006uYrkYAE,2025-06-03T15:01:40.000+0000,005OH000006uYrkYAE,2025-06-03T15:01:40.000+0000,(902)401-4166,(902) 401-4166,djones@ldwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,303.0
500OH00000Wu8A9YAJ,False,,20250849,0030A000004yE9YQAU,0010A000005jibqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,fa will need to set up new PAC on IC.,True,2025-06-03T15:14:46.000+0000,False,False,005OH000006uYrkYAE,2025-06-03T15:10:01.000+0000,005OH000006uYrkYAE,2025-06-03T15:14:46.000+0000,005OH000006uYrkYAE,2025-06-03T15:14:46.000+0000,(778)898-6601,,amy.zhuang@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,303.0
500OH00000Wun26YAB,False,,20261966,0030A0000029kGYQAY,0010A000002w7cpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption verify,Medium,patrica dufour verify completed,True,2025-06-03T18:22:27.000+0000,False,False,005OH000006uYrkYAE,2025-06-03T18:21:17.000+0000,005OH000006uYrkYAE,2025-06-03T18:22:27.000+0000,005OH000006uYrkYAE,2025-06-03T18:22:27.000+0000,(902)270-8032,,scott.clements@f55f.com,(902)270-8035,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,303.0
500OH00000WvCrhYAF,False,,20267175,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,redemption confirmed for Cherie morderai,True,2025-06-03T20:03:45.000+0000,False,False,005OH000006uYrkYAE,2025-06-03T19:51:49.000+0000,005OH000006uYrkYAE,2025-06-03T20:03:45.000+0000,005OH000006uYrkYAE,2025-06-03T20:03:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,303.0
500OH00000WvFPkYAN,False,,20265957,003G0000018f7T5IAI,0010A000002wPZfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-06-03T19:36:30.000+0000,False,False,005OH000006uYs1YAE,2025-06-03T19:30:57.000+0000,005OH000006uYs1YAE,2025-06-03T19:36:31.000+0000,005OH000006uYs1YAE,2025-06-03T19:36:31.000+0000,(587)855-6836,(780) 445-8050,tim.shmigelsky@tmsplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs1YAE,,,,,,,0.0,0.0,0.0,,False,303.0
500OH00000WxiHAYAZ,False,,20282004,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,unknown. VM hang up,Medium,,True,2025-06-04T15:00:38.000+0000,False,False,005OH000006uYrkYAE,2025-06-04T15:00:06.000+0000,005OH000006uYrkYAE,2025-06-04T15:00:38.000+0000,005OH000006uYrkYAE,2025-06-04T15:00:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,302.0
500OH00000Wxr2pYAB,False,,20286335,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,individual to joint. field to contact FC,True,2025-06-04T16:24:20.000+0000,False,False,005OH000006uYrkYAE,2025-06-04T16:15:36.000+0000,005OH000006uYrkYAE,2025-06-04T16:24:20.000+0000,005OH000006uYrkYAE,2025-06-04T16:24:20.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,302.0
500OH00000Wy8zaYAB,False,,20288177,0030A0000029ahaQAA,0010A000002vzmYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,field to follow up with client who will need to reach out to their bank,True,2025-06-04T16:52:07.000+0000,False,False,005OH000006uYrkYAE,2025-06-04T16:49:27.000+0000,005OH000006uYrkYAE,2025-06-04T16:52:07.000+0000,005OH000006uYrkYAE,2025-06-04T16:52:07.000+0000,(905)990-5777,,james@rjmwealth.com,(905)990-5756,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,302.0
500OH00000WyMmPYAV,False,,20289315,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed requirements from IND to JOINT,True,2025-06-04T17:13:06.000+0000,False,False,005OH000006uYrkYAE,2025-06-04T17:10:00.000+0000,005OH000006uYrkYAE,2025-06-04T17:13:06.000+0000,005OH000006uYrkYAE,2025-06-04T17:13:06.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,302.0
500OH00000WyUnJYAV,False,,20292320,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,hang up. VM,Medium,,True,2025-06-04T18:01:47.000+0000,False,False,005OH000006uYrkYAE,2025-06-04T18:01:14.000+0000,005OH000006uYrkYAE,2025-06-04T18:01:47.000+0000,005OH000006uYrkYAE,2025-06-04T18:01:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,302.0
500OH00000WycrEYAR,False,,20293628,003G0000018f6WGIAY,0010A000002wOSwQAM,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,00516000006m9T8AAI,2025-06-04T18:23:20.000+0000,00516000006m9T8AAI,2025-06-04T18:25:17.000+0000,00516000006m9T8AAI,2025-06-04T18:25:17.000+0000,(705)360-5555,(705) 365-8127,danielle.genier@genierfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,302.0
500OH00000WygWeYAJ,False,,20296723,003G0000018f6WGIAY,0010A000002wOSwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-06-04T19:33:50.000+0000,False,False,00516000006m9T8AAI,2025-06-04T19:17:59.000+0000,00516000006m9T8AAI,2025-06-04T19:33:50.000+0000,00516000006m9T8AAI,2025-06-04T19:33:50.000+0000,(705)360-5555,(705) 365-8127,danielle.genier@genierfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000006m9T8AAI,,,,,,,0.0,0.0,0.0,,False,302.0
500OH00000WygjcYAB,False,,20294540,0030A0000029YwLQAU,0010A000002vyIJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,cofirm best practice for submitting paperwork,True,2025-06-04T19:19:32.000+0000,False,False,005OH000006uYrkYAE,2025-06-04T18:39:43.000+0000,005OH000006uYrkYAE,2025-06-04T19:19:32.000+0000,005OH000006uYrkYAE,2025-06-04T19:19:32.000+0000,(613)231-7700,,rob@carletonfs.com,(613)231-7744,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,302.0
500OH00000Wyl3KYAR,False,,20297000,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,reviewed notes on IC. Halt trade. will reach out to processing and review paperwork.,True,2025-06-04T19:43:04.000+0000,False,False,005OH000006uYrkYAE,2025-06-04T19:23:10.000+0000,005OH000006uYrkYAE,2025-06-04T19:43:04.000+0000,005OH000006uYrkYAE,2025-06-04T19:43:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,302.0
500OH00000X0xYDYAZ,False,,20310130,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,hang up,Medium,,True,2025-06-05T14:13:23.000+0000,False,False,005OH000006uYrkYAE,2025-06-05T14:12:40.000+0000,005OH000006uYrkYAE,2025-06-05T14:13:24.000+0000,005OH000006uYrkYAE,2025-06-05T14:13:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,301.0
500OH00000X1BcpYAF,False,,20313218,0030A0000029oULQAY,0010A000002wB85QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,confirmed amoutns for may; how to locate changes on IC,True,2025-06-05T15:23:57.000+0000,False,False,005OH000006uYrkYAE,2025-06-05T15:16:00.000+0000,005OH000006uYrkYAE,2025-06-05T15:23:57.000+0000,005OH000006uYrkYAE,2025-06-05T15:23:57.000+0000,(204)942-1169,,scott.brown@assante.com,(204)943-1561,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,301.0
500OH00000X1DEpYAN,False,,20314204,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,hang up. VM,Medium,,True,2025-06-05T15:34:28.000+0000,False,False,005OH000006uYrkYAE,2025-06-05T15:33:59.000+0000,005OH000006uYrkYAE,2025-06-05T15:34:29.000+0000,005OH000006uYrkYAE,2025-06-05T15:34:29.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,301.0
500OH00000X1RWEYA3,False,,20314621,003G0000018f6ocIAA,0010A000002wOqMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,completed redemption verify for client.,True,2025-06-05T16:16:23.000+0000,False,False,005OH000006uYrkYAE,2025-06-05T15:41:53.000+0000,005OH000006uYrkYAE,2025-06-05T16:16:24.000+0000,005OH000006uYrkYAE,2025-06-05T16:16:24.000+0000,(416)254-7128,(647) 218-7128,chau.chan@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,301.0
500OH00000X1kViYAJ,False,,20322127,0030A0000029dXwQAI,0010A000002w23OQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-06-05T18:11:04.000+0000,False,False,005OH0000009EwbYAE,2025-06-05T18:01:17.000+0000,005OH0000009EwbYAE,2025-06-05T18:11:05.000+0000,005OH0000009EwbYAE,2025-06-05T18:11:05.000+0000,(905)802-1937,,richardh.collins@gmail.com,(905)829-5516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,301.0
500OH00000X2GdjYAF,False,,20327216,0030A0000029kNXQAY,0010A000002w7jKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,Left VM for the FA to call back and verify.,True,2025-06-05T19:55:38.000+0000,False,False,005OH000006uYreYAE,2025-06-05T19:35:15.000+0000,005OH000006uYreYAE,2025-06-05T19:55:38.000+0000,005OH000006uYreYAE,2025-06-05T19:55:38.000+0000,(204)489-4640,,mike.mitchell@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYreYAE,,,,,,,0.0,0.0,0.0,,False,301.0
500OH00000X4BBZYA3,False,,20336029,0030A0000029XZNQA2,0010A000002vx7BQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - Orthodontics,Medium,,True,2025-06-06T13:06:15.000+0000,False,False,0055o000002I19tAAC,2025-06-06T13:02:29.000+0000,0055o000002I19tAAC,2025-06-06T13:06:15.000+0000,0055o000002I19tAAC,2025-06-06T13:06:15.000+0000,(450)508-2174,,,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,300.0
500OH00000X58y7YAB,False,,20349767,0030A0000029YnSQAU,0010A000002wOtEQAU,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-06-06T18:05:40.000+0000,False,False,005OH0000009EwbYAE,2025-06-06T18:03:14.000+0000,005OH0000009EwbYAE,2025-06-06T18:05:40.000+0000,005OH0000009EwbYAE,2025-06-06T18:05:40.000+0000,(306)546-5511,,dwilson@pipfs.com,(306)546-5515,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,300.0
500OH00000X9tFIYAZ,False,,20365739,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hangup,Medium,,True,2025-06-09T13:23:46.000+0000,False,False,005OH000006uYrkYAE,2025-06-09T13:23:09.000+0000,005OH000006uYrkYAE,2025-06-09T13:23:46.000+0000,005OH000006uYrkYAE,2025-06-09T13:23:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,297.0
500OH00000X9xItYAJ,False,,20365735,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hangup,Medium,,True,2025-06-09T13:24:20.000+0000,False,False,005OH000006uYrkYAE,2025-06-09T13:23:05.000+0000,005OH000006uYrkYAE,2025-06-09T13:24:20.000+0000,005OH000006uYrkYAE,2025-06-09T13:24:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,297.0
500OH00000X9y5GYAR,False,,20365898,003G0000018f6yhIAA,0010A000002wP1LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-06-09T14:04:08.000+0000,False,False,005OH000006uYrkYAE,2025-06-09T13:26:16.000+0000,005OH000006uYrkYAE,2025-06-09T14:04:09.000+0000,005OH000006uYrkYAE,2025-06-09T14:04:09.000+0000,(902)830-6166,(902) 830-6166,dhills@belmontwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,297.0
500OH00000XAAazYAH,False,,20365728,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hangup,Medium,,True,2025-06-09T13:24:49.000+0000,False,False,005OH000006uYrkYAE,2025-06-09T13:22:59.000+0000,005OH000006uYrkYAE,2025-06-09T13:24:49.000+0000,005OH000006uYrkYAE,2025-06-09T13:24:49.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,297.0
500OH00000XAAcdYAH,False,,20366707,0031600002ISpEWAA1,0010A000002wNN1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,KYC,Medium,,True,2025-06-09T13:49:47.000+0000,False,False,005OH000006uYs1YAE,2025-06-09T13:44:16.000+0000,005OH000006uYs1YAE,2025-06-09T13:49:47.000+0000,005OH000006uYs1YAE,2025-06-09T13:49:47.000+0000,(514)931-4242,(514) 909-2988,danning@dhwfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs1YAE,,,,,,,0.0,0.0,0.0,,False,297.0
500OH00000XBU4dYAH,False,,20382611,0030A0000029jDLQAY,0010A000002w6lVQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Eligibility - Referred to Pension or Pay Centre,Medium,,True,2025-06-09T18:58:18.000+0000,False,False,0055o000002I19tAAC,2025-06-09T18:01:42.000+0000,0055o000002I19tAAC,2025-06-09T18:58:19.000+0000,0055o000002I19tAAC,2025-06-09T18:58:19.000+0000,(647)886-4822,(647) 886-4822,hmeyer@hsminsurance.ca,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,297.0
500OH00000XBgvQYAT,False,,20385659,0030A0000029YasQAE,0010A000002vxz6QAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Orthodontics,Medium,,True,2025-06-09T18:58:52.000+0000,False,False,0055o000002I19tAAC,2025-06-09T18:46:38.000+0000,0055o000002I19tAAC,2025-06-09T18:58:52.000+0000,0055o000002I19tAAC,2025-06-09T18:58:52.000+0000,(514)916-6874,,info@helenecarrier.ca,(438)383-8877,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,297.0
500OH00000XBpSTYA1,False,,20387783,003G0000018f6etIAA,0010A000002wOcvQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - General (plan rundown),Medium,,True,2025-06-09T19:26:13.000+0000,False,False,0055o000002I19tAAC,2025-06-09T19:21:17.000+0000,0055o000002I19tAAC,2025-06-09T19:26:14.000+0000,0055o000002I19tAAC,2025-06-09T19:26:14.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,297.0
500OH00000XC6RkYAL,False,,20391470,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,sent link 4x. will need to reset email.,True,2025-06-09T20:42:31.000+0000,False,False,005OH000006uYrkYAE,2025-06-09T20:27:52.000+0000,005OH000006uYrkYAE,2025-06-09T20:42:32.000+0000,005OH000006uYrkYAE,2025-06-09T20:42:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,297.0
500OH00000XCKnxYAH,False,,20392314,003G0000018f7kQIAQ,0010A000002wPqoQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - Routine,Medium,,True,2025-06-10T13:29:56.000+0000,False,False,0055o000002I19tAAC,2025-06-09T20:44:13.000+0000,0055o000002I19tAAC,2025-06-10T13:29:56.000+0000,0055o000002I19tAAC,2025-06-10T13:29:56.000+0000,(902) 454-7338,,helen@andersonandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,297.0
500OH00000XE22CYAT,False,,20400706,0030A0000029bAlQAI,0010A000002w0CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,Left VM to call back.,True,2025-06-10T13:49:40.000+0000,False,False,005OH000006uYrkYAE,2025-06-10T13:47:35.000+0000,005OH000006uYrkYAE,2025-06-10T13:49:40.000+0000,005OH000006uYrkYAE,2025-06-10T13:49:40.000+0000,(519)620-1224,,jordan@gillespiefinancial.ca,(519)622-0058,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,296.0
500OH00000XErkeYAD,False,,20408370,,0010A00000CI4aHQAT,,,,,,,0125o0000004MjyAAE,Open,,In Person,,,Medium,,False,,False,False,005OH000000i6XxYAI,2025-06-10T16:08:46.000+0000,005OH000000i6XxYAI,2025-06-10T16:08:46.000+0000,005OH000000i6XxYAI,2025-06-10T16:08:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000i6XxYAI,,,,,,,0.0,0.0,0.0,,False,296.0
500OH00000XFKhoYAH,False,,20415293,003G0000018f6YtIAI,0010A000002wOVyQAM,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Routine,Medium,,True,2025-06-10T18:58:41.000+0000,False,False,0055o000002I19tAAC,2025-06-10T18:06:19.000+0000,0055o000002I19tAAC,2025-06-10T18:58:41.000+0000,0055o000002I19tAAC,2025-06-10T18:58:41.000+0000,(450)687-3971,(514) 239-0732,fb@benoitsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,296.0
500OH00000XFMy9YAH,False,,20416815,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-06-10T18:52:42.000+0000,False,False,005OH000006uYrkYAE,2025-06-10T18:32:32.000+0000,005OH000006uYrkYAE,2025-06-10T18:52:43.000+0000,005OH000006uYrkYAE,2025-06-10T18:52:43.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,296.0
500OH00000XFdu5YAD,False,,20417821,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,field to send in complex.,True,2025-06-10T18:52:02.000+0000,False,False,005OH000006uYrkYAE,2025-06-10T18:49:53.000+0000,005OH000006uYrkYAE,2025-06-10T18:52:02.000+0000,005OH000006uYrkYAE,2025-06-10T18:52:02.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,296.0
500OH00000XIPJYYA5,False,,20437203,0030A0000029bAlQAI,0010A000002w0CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,left message,True,2025-06-11T15:30:53.000+0000,False,False,005OH000006uYrkYAE,2025-06-11T15:29:37.000+0000,005OH000006uYrkYAE,2025-06-11T15:30:53.000+0000,005OH000006uYrkYAE,2025-06-11T15:30:53.000+0000,(519)620-1224,,jordan@gillespiefinancial.ca,(519)622-0058,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,295.0
500OH00000XJZrtYAH,False,,20450214,003OH000002YA73YAG,001OH000003B2WFYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,trade rejected. amount was too high based on amount allowed to be carried over. ref 0490214,True,2025-06-11T19:49:46.000+0000,False,False,005OH000006uYrkYAE,2025-06-11T19:29:57.000+0000,005OH000006uYrkYAE,2025-06-11T19:49:47.000+0000,005OH000006uYrkYAE,2025-06-11T19:49:47.000+0000,(289)813-1059,(289) 813-1059,may@northshorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,295.0
500OH00000XJe0QYAT,False,,20453354,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-06-11T20:33:30.000+0000,False,False,005OH000006uYrkYAE,2025-06-11T20:32:57.000+0000,005OH000006uYrkYAE,2025-06-11T20:33:30.000+0000,005OH000006uYrkYAE,2025-06-11T20:33:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,295.0
500OH00000XJqeDYAT,False,,20453263,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-06-11T20:31:36.000+0000,False,False,005OH000006uYrkYAE,2025-06-11T20:31:07.000+0000,005OH000006uYrkYAE,2025-06-11T20:31:36.000+0000,005OH000006uYrkYAE,2025-06-11T20:31:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,295.0
500OH00000XLUWPYA5,False,,20461057,003OH000002YA73YAG,001OH000003B2WFYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,confirmed funds didn't leave clients acct. trade rejected. no adjustmnet required.,True,2025-06-12T13:30:39.000+0000,False,False,005OH000006uYrkYAE,2025-06-12T13:17:57.000+0000,005OH000006uYrkYAE,2025-06-12T13:30:39.000+0000,005OH000006uYrkYAE,2025-06-12T13:30:39.000+0000,(289)813-1059,(289) 813-1059,may@northshorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,294.0
500OH00000XM3dlYAD,False,,20464938,0030A0000029bAlQAI,0010A000002w0CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,need to verify redemptin and VOIDcheque,True,2025-06-12T14:50:12.000+0000,False,False,005OH000006uYrkYAE,2025-06-12T14:48:44.000+0000,005OH000006uYrkYAE,2025-06-12T14:50:12.000+0000,005OH000006uYrkYAE,2025-06-12T14:50:12.000+0000,(519)620-1224,,jordan@gillespiefinancial.ca,(519)622-0058,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,294.0
500OH00000XM9ksYAD,False,,20469516,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,void in maiden name; plan in married name.,True,2025-06-12T16:25:38.000+0000,False,False,005OH000006uYrkYAE,2025-06-12T16:17:56.000+0000,005OH000006uYrkYAE,2025-06-12T16:25:39.000+0000,005OH000006uYrkYAE,2025-06-12T16:25:39.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,294.0
500OH00000XMCMEYA5,False,,20469341,0031600002bX8EYAA0,0010A000002wOJRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption verify,Medium,redemption confirmed.,True,2025-06-12T16:15:43.000+0000,False,False,005OH000006uYrkYAE,2025-06-12T16:14:34.000+0000,005OH000006uYrkYAE,2025-06-12T16:15:43.000+0000,005OH000006uYrkYAE,2025-06-12T16:15:43.000+0000,(204)291-1087,(204) 291-1087,eddie@kreitzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,294.0
500OH00000XMzuiYAD,False,,20477075,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-06-12T18:50:45.000+0000,False,False,005OH000006uYrkYAE,2025-06-12T18:40:44.000+0000,005OH000006uYrkYAE,2025-06-12T18:50:45.000+0000,005OH000006uYrkYAE,2025-06-12T18:50:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,294.0
500OH00000XN9qnYAD,False,,20477082,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-06-12T18:50:17.000+0000,False,False,005OH000006uYrkYAE,2025-06-12T18:40:49.000+0000,005OH000006uYrkYAE,2025-06-12T18:50:17.000+0000,005OH000006uYrkYAE,2025-06-12T18:50:17.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,294.0
500OH00000XPQApYAP,False,,20491752,0031600002N21EbAAJ,0010A000002wNbTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,provided link to guide via email.,True,2025-06-13T14:19:00.000+0000,False,False,005OH000006uYrkYAE,2025-06-13T14:14:02.000+0000,005OH000006uYrkYAE,2025-06-13T14:19:00.000+0000,005OH000006uYrkYAE,2025-06-13T14:19:00.000+0000,(647)249-6237,(647) 588-0132,mariano@multigenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,293.0
500OH00000XPRwcYAH,False,,20494640,0030A0000029XrOQAU,0010A000002vxNkQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - Orthodontics,Medium,,True,2025-06-13T15:28:02.000+0000,False,False,0055o000002I19tAAC,2025-06-13T15:15:10.000+0000,0055o000002I19tAAC,2025-06-13T15:28:02.000+0000,0055o000002I19tAAC,2025-06-13T15:28:02.000+0000,(604)718-3053,,,(604)266-1147,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,293.0
500OH00000XPgZ2YAL,False,,20495570,0030A0000029fHrQAI,0010A000002w3VTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed redemption,True,2025-06-13T15:42:46.000+0000,False,False,005OH000006uYrkYAE,2025-06-13T15:33:37.000+0000,005OH000006uYrkYAE,2025-06-13T15:42:46.000+0000,005OH000006uYrkYAE,2025-06-13T15:42:46.000+0000,(250)475-1108,,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,293.0
500OH00000XPi4UYAT,False,,20493492,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"client would like to process redemption from TFSA (nominee), and then place purchase into RESP plan.",True,2025-06-13T15:00:48.000+0000,False,False,005OH000006uYrkYAE,2025-06-13T14:52:41.000+0000,005OH000006uYrkYAE,2025-06-13T15:00:48.000+0000,005OH000006uYrkYAE,2025-06-13T15:00:48.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,293.0
500OH00000XPikWYAT,False,,20496197,003OH00000ByJUVYA3,001OH00000ENOj9YAH,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-06-13T18:25:02.000+0000,False,False,0055o000002I19tAAC,2025-06-13T15:46:11.000+0000,0055o000002I19tAAC,2025-06-13T18:25:02.000+0000,0055o000002I19tAAC,2025-06-13T18:25:02.000+0000,(647)272-8688,,gilbert.wong@gwprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,293.0
500OH00000XPrz6YAD,False,,20498013,003G0000018f6YuIAI,0010A000002wOVzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,verbal confirmation,Medium,redemption verified. void received,True,2025-06-13T16:30:31.000+0000,False,False,005OH000006uYrkYAE,2025-06-13T16:23:57.000+0000,005OH000006uYrkYAE,2025-06-13T16:30:31.000+0000,005OH000006uYrkYAE,2025-06-13T16:30:31.000+0000,(905)728-4315,(905) 424-0984,greg@gbfplanning.ca,(905)721-8287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,293.0
500OH00000XPveQYAT,False,,20495789,003G0000018f6qpIAA,0010A000002wOsZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption verify,Medium,confirmed. also received void,True,2025-06-13T15:42:16.000+0000,False,False,005OH000006uYrkYAE,2025-06-13T15:37:59.000+0000,005OH000006uYrkYAE,2025-06-13T15:42:16.000+0000,005OH000006uYrkYAE,2025-06-13T15:42:16.000+0000,(306)994-2408,,jmoller@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,293.0
500OH00000XVUjbYAH,False,,20520066,0030A0000029gzOQAQ,0010A000002w4vcQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-06-16T14:35:23.000+0000,False,False,005OH0000009EwbYAE,2025-06-16T13:49:36.000+0000,005OH0000009EwbYAE,2025-06-16T14:40:14.000+0000,005OH0000009EwbYAE,2025-06-16T14:40:14.000+0000,(905)831-0034,,,(905)831-0130,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,290.0
500OH00000XVigBYAT,False,,20524760,003G0000018f6qpIAA,0010A000002wOsZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed process,True,2025-06-16T15:20:01.000+0000,False,False,005OH000006uYrkYAE,2025-06-16T15:14:21.000+0000,005OH000006uYrkYAE,2025-06-16T15:20:01.000+0000,005OH000006uYrkYAE,2025-06-16T15:20:01.000+0000,(306)994-2408,,jmoller@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,290.0
500OH00000XVwWCYA1,False,,20528157,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,VOID to follow,True,2025-06-16T16:13:30.000+0000,False,False,005OH000006uYrkYAE,2025-06-16T16:10:14.000+0000,005OH000006uYrkYAE,2025-06-16T16:13:30.000+0000,005OH000006uYrkYAE,2025-06-16T16:13:30.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,290.0
500OH00000XW7HuYAL,False,,20527215,003OH00000J73FxYAJ,001OH00000NPg21YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-06-16T15:59:03.000+0000,False,False,005OH000006uYruYAE,2025-06-16T15:53:58.000+0000,005OH000006uYruYAE,2025-06-16T15:59:03.000+0000,005OH000006uYruYAE,2025-06-16T15:59:03.000+0000,(204)332-2374,,marco@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,290.0
500OH00000XWAyyYAH,False,,20531087,0030A000001ajTVQAY,0010A000002wN1RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,called FA to confirm if trade was placed correctly.,True,2025-06-16T19:04:43.000+0000,False,False,005OH000006uYrkYAE,2025-06-16T17:00:03.000+0000,005OH000006uYrkYAE,2025-06-16T19:04:43.000+0000,005OH000006uYrkYAE,2025-06-16T19:04:43.000+0000,(289)277-1204X17,(905) 509-5554,mvellani@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,290.0
500OH00000Xa4lFYAR,False,,20559919,0030A00000BReXvQAL,0010A00000C1py9QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,redemption walk through,True,2025-06-17T16:27:48.000+0000,False,False,005OH000006uYrkYAE,2025-06-17T16:13:21.000+0000,005OH000006uYrkYAE,2025-06-17T16:28:38.000+0000,005OH000006uYrkYAE,2025-06-17T16:28:38.000+0000,(905)264-9205X231,,chrisc@gentilefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,289.0
500OH00000XaVVRYA3,False,,20567973,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-06-17T18:31:10.000+0000,False,False,005OH000006uYrkYAE,2025-06-17T18:28:32.000+0000,005OH000006uYrkYAE,2025-06-17T18:31:10.000+0000,005OH000006uYrkYAE,2025-06-17T18:31:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,289.0
500OH00000XaYD5YAN,False,,20567981,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-06-17T18:30:01.000+0000,False,False,005OH000006uYrkYAE,2025-06-17T18:28:38.000+0000,005OH000006uYrkYAE,2025-06-17T18:30:01.000+0000,005OH000006uYrkYAE,2025-06-17T18:30:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,289.0
500OH00000XcoIYYAZ,False,,20580862,0030A0000029gCRQAY,0010A000002w4GXQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - Routine,Medium,,True,2025-06-18T13:53:43.000+0000,False,False,0055o000002I19tAAC,2025-06-18T12:25:04.000+0000,0055o000002I19tAAC,2025-06-18T13:53:43.000+0000,0055o000002I19tAAC,2025-06-18T13:53:44.000+0000,(514)832-5100,(514) 660-3957,jbejjani@assante.com,(514)832-5232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,288.0
500OH00000XcqcBYAR,False,,20581168,003G0000018f6XmIAI,0010A000002wOUrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,verbal confirmaiton for redemption,Medium,confirmed.,True,2025-06-18T12:45:22.000+0000,False,False,005OH000006uYrkYAE,2025-06-18T12:39:10.000+0000,005OH000006uYrkYAE,2025-06-18T12:45:22.000+0000,005OH000006uYrkYAE,2025-06-18T12:45:22.000+0000,(905)571-7644,(905) 718-8178,mike@capesky.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,288.0
500OH00000Xcsh9YAB,False,,20581158,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-06-18T12:46:26.000+0000,False,False,005OH000006uYrkYAE,2025-06-18T12:38:31.000+0000,005OH000006uYrkYAE,2025-06-18T12:46:27.000+0000,005OH000006uYrkYAE,2025-06-18T12:46:27.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,288.0
500OH00000Xd0wPYAR,False,,20581162,003G0000018f6XmIAI,0010A000002wOUrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,verbal confirmaiton for redemption,Medium,confirmed,True,2025-06-18T12:45:53.000+0000,False,False,005OH000006uYrkYAE,2025-06-18T12:38:38.000+0000,005OH000006uYrkYAE,2025-06-18T12:45:53.000+0000,005OH000006uYrkYAE,2025-06-18T12:45:53.000+0000,(905)571-7644,(905) 718-8178,mike@capesky.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,288.0
500OH00000Xd4GrYAJ,False,,20581600,0030A00000Bh8zPQAR,0010A00000CHMyCQAX,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-06-18T13:52:56.000+0000,False,False,0055o000002I19tAAC,2025-06-18T12:57:20.000+0000,0055o000002I19tAAC,2025-06-18T13:52:57.000+0000,0055o000002I19tAAC,2025-06-18T13:52:57.000+0000,(418)834-0444,,julie.tremblay@ig.ca,(418)834-9296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,288.0
500OH00000XdxtFYAR,False,,20591010,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-06-18T16:12:31.000+0000,False,False,005OH000006uYrkYAE,2025-06-18T16:12:01.000+0000,005OH000006uYrkYAE,2025-06-18T16:12:32.000+0000,005OH000006uYrkYAE,2025-06-18T16:12:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,288.0
500OH00000XhiahYAB,False,,20621453,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,reviewed content hub.,True,2025-06-19T16:16:36.000+0000,False,False,005OH000006uYrkYAE,2025-06-19T16:08:03.000+0000,005OH000006uYrkYAE,2025-06-19T16:16:36.000+0000,005OH000006uYrkYAE,2025-06-19T16:16:36.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,287.0
500OH00000Xi7SdYAJ,False,,20628829,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,corp KYC,Medium,reviewed how to complete,True,2025-06-19T18:27:22.000+0000,False,False,005OH000006uYrkYAE,2025-06-19T18:20:49.000+0000,005OH000006uYrkYAE,2025-06-19T18:27:22.000+0000,005OH000006uYrkYAE,2025-06-19T18:27:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,287.0
500OH00000XiTeWYAV,False,,20632155,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-06-19T19:19:57.000+0000,False,False,005OH000006uYrkYAE,2025-06-19T19:19:24.000+0000,005OH000006uYrkYAE,2025-06-19T19:19:57.000+0000,005OH000006uYrkYAE,2025-06-19T19:19:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,287.0
500OH00000XicONYAZ,False,,20631184,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-06-19T19:03:28.000+0000,False,False,005OH000006uYrkYAE,2025-06-19T19:02:01.000+0000,005OH000006uYrkYAE,2025-06-19T19:03:28.000+0000,005OH000006uYrkYAE,2025-06-19T19:03:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,287.0
500OH00000Xif4TYAR,False,,20631301,003G0000018f7lOIAQ,0010A000002wPrmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed redempiton and amount; and banking.,True,2025-06-19T19:14:14.000+0000,False,False,005OH000006uYrkYAE,2025-06-19T19:03:49.000+0000,005OH000006uYrkYAE,2025-06-19T19:14:14.000+0000,005OH000006uYrkYAE,2025-06-19T19:14:14.000+0000,(902)446-3900,(902) 223-7993,andrew@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,287.0
500OH00000Xkij1YAB,False,,20644794,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-06-20T14:13:46.000+0000,False,False,005OH000006uYrkYAE,2025-06-20T14:13:16.000+0000,005OH000006uYrkYAE,2025-06-20T14:13:46.000+0000,005OH000006uYrkYAE,2025-06-20T14:13:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,286.0
500OH00000Xl5ivYAB,False,,20649053,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,will email me a copy,True,2025-06-20T15:50:56.000+0000,False,False,005OH000006uYrkYAE,2025-06-20T15:41:03.000+0000,005OH000006uYrkYAE,2025-06-20T15:50:56.000+0000,005OH000006uYrkYAE,2025-06-20T15:50:56.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,286.0
500OH00000XlHs9YAF,False,,20650695,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,purchase NSF'd. email sent to field,True,2025-06-20T16:31:04.000+0000,False,False,005OH000006uYrkYAE,2025-06-20T16:14:08.000+0000,005OH000006uYrkYAE,2025-06-20T16:31:04.000+0000,005OH000006uYrkYAE,2025-06-20T16:31:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,286.0
500OH00000XlXjvYAF,False,,20651457,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-06-20T16:30:07.000+0000,False,False,005OH000006uYrkYAE,2025-06-20T16:29:38.000+0000,005OH000006uYrkYAE,2025-06-20T16:30:07.000+0000,005OH000006uYrkYAE,2025-06-20T16:30:07.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,286.0
500OH00000XmBhLYAV,False,,20659304,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,in kind transfer rejection faxed to quadrus.,True,2025-06-20T19:36:42.000+0000,False,False,005OH000006uYrkYAE,2025-06-20T19:05:53.000+0000,005OH000006uYrkYAE,2025-06-20T19:36:42.000+0000,005OH000006uYrkYAE,2025-06-20T19:36:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,286.0
500OH00000XrBDhYAN,False,,20676589,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,confirmed system down. provided website.,True,2025-06-23T14:55:38.000+0000,False,False,005OH000006uYrkYAE,2025-06-23T14:49:00.000+0000,005OH000006uYrkYAE,2025-06-23T14:55:39.000+0000,005OH000006uYrkYAE,2025-06-23T14:55:39.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,283.0
500OH00000Xri6QYAR,False,,20682305,0030A000001XnxlQAC,0010A000002wMyyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed banking on IC matches direct deposit form.,True,2025-06-23T16:41:46.000+0000,False,False,005OH000006uYrkYAE,2025-06-23T16:24:27.000+0000,005OH000006uYrkYAE,2025-06-23T16:41:46.000+0000,005OH000006uYrkYAE,2025-06-23T16:41:46.000+0000,(647)836-7668,(647) 836-7668,dbrown@devonsleighwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,283.0
500OH00000XrzTlYAJ,False,,20684240,0030A00000BtSCIQA3,0010A00000CU4s7QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed redemption. field to send BIF and vOID,True,2025-06-23T17:02:56.000+0000,False,False,005OH000006uYrkYAE,2025-06-23T16:56:02.000+0000,005OH000006uYrkYAE,2025-06-23T17:02:56.000+0000,005OH000006uYrkYAE,2025-06-23T17:02:56.000+0000,(416)209-7448,(416) 209-7448,soraia@fernandesandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,283.0
500OH00000XsZPBYA3,False,,20691337,,0010A000002wPFiQAM,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"UPDATING CREDIT AND REINSTATING POLICY
TRANSFERRED TO TOKEN ROOM.",True,2025-06-23T18:55:51.000+0000,False,False,0055o000001fjVGAAY,2025-06-23T18:45:56.000+0000,0055o000001fjVGAAY,2025-06-23T18:55:51.000+0000,0055o000001fjVGAAY,2025-06-23T18:55:51.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fjVGAAY,,,,,,,0.0,0.0,0.0,,False,283.0
500OH00000XsnaHYAR,False,,20696916,0030A000008U3yDQAS,0010A000009OEIMQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,FA called to follow up on transfer out. assisting client. confirmed acct # on TARI does not match plan.,True,2025-06-23T20:30:24.000+0000,False,False,005OH000006uYrkYAE,2025-06-23T20:19:35.000+0000,005OH000006uYrkYAE,2025-06-23T20:30:25.000+0000,005OH000006uYrkYAE,2025-06-23T20:30:25.000+0000,(647)921-0265,,brendan@multigenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,283.0
500OH00000Xt2KjYAJ,False,,20697469,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,confirmed system is down. no assistance needed.,True,2025-06-24T12:34:37.000+0000,False,False,005OH000006uYrkYAE,2025-06-23T20:30:32.000+0000,005OH000006uYrkYAE,2025-06-24T12:34:37.000+0000,005OH000006uYrkYAE,2025-06-24T12:34:37.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,283.0
500OH00000XwDd2YAF,False,,20721390,003G0000018f77gIAA,0010A000002wPB0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,provided links to forms. info on what is requried.,True,2025-06-24T19:39:39.000+0000,False,False,005OH000006uYrkYAE,2025-06-24T18:57:43.000+0000,005OH000006uYrkYAE,2025-06-24T19:39:39.000+0000,005OH000006uYrkYAE,2025-06-24T19:39:39.000+0000,(416)254-7128X227,(416) 525-6206,brian.bigman@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,282.0
500OH00000XwgBxYAJ,False,,20725843,,0010A000002w2e1QAA,,,l.tremblay@victoriamarriott.com,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-06-24T20:54:47.000+0000,False,False,005OH000007veZNYAY,2025-06-24T20:35:55.000+0000,005OH000007veZNYAY,2025-06-24T20:54:48.000+0000,005OH000007veZNYAY,2025-06-24T20:54:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007veZNYAY,,,,,,,0.0,0.0,0.0,,False,282.0
500OH00000XzlwmYAB,False,,20750022,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-06-25T18:58:29.000+0000,False,False,005OH000006uYrkYAE,2025-06-25T18:58:05.000+0000,005OH000006uYrkYAE,2025-06-25T18:58:29.000+0000,005OH000006uYrkYAE,2025-06-25T18:58:29.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,281.0
500OH00000XzvssYAB,False,,20750709,0035o000004IbR4AAK,0015o000004rnOiAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"purhcase will likely NSF due to funds not being there when trade placed. funds are there now, but not ableto reprocess pruchase again. will need to wait for bank to reject due NSF.",True,2025-06-25T19:32:19.000+0000,False,False,005OH000006uYrkYAE,2025-06-25T19:10:39.000+0000,005OH000006uYrkYAE,2025-06-25T19:32:19.000+0000,005OH000006uYrkYAE,2025-06-25T19:32:19.000+0000,(416)234-1768,,joe@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,281.0
500OH00000XzwaLYAR,False,,20749294,0031600002EUCd1AAH,0010A000002wNCzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed,True,2025-06-25T18:58:00.000+0000,False,False,005OH000006uYrkYAE,2025-06-25T18:45:32.000+0000,005OH000006uYrkYAE,2025-06-25T18:58:00.000+0000,005OH000006uYrkYAE,2025-06-25T18:58:00.000+0000,(416)700-1715,(416) 700-1715,luciano.aquino@avenirwealthgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,281.0
500OH00000Y3LM5YAN,False,,20773503,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,no active banking on IC. will need client to sign BIF,True,2025-06-26T17:45:45.000+0000,False,False,005OH000006uYrkYAE,2025-06-26T17:25:31.000+0000,005OH000006uYrkYAE,2025-06-26T17:45:45.000+0000,005OH000006uYrkYAE,2025-06-26T17:45:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,280.0
500OH00000Y3dxMYAR,False,,20777687,0035o000004IbR4AAK,0015o000004rnOiAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adjustments,Medium,field is wondering about NSF,True,2025-06-26T18:47:14.000+0000,False,False,005OH000006uYrkYAE,2025-06-26T18:41:59.000+0000,005OH000006uYrkYAE,2025-06-26T18:47:15.000+0000,005OH000006uYrkYAE,2025-06-26T18:47:15.000+0000,(416)234-1768,,joe@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,280.0
500OH00000Y3rQpYAJ,False,,20780584,0031600002a9N1sAAE,0010A000002wOHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,acct made inactive.,True,2025-06-26T19:58:53.000+0000,False,False,005OH000006uYrkYAE,2025-06-26T19:36:25.000+0000,005OH000006uYrkYAE,2025-06-26T19:58:53.000+0000,005OH000006uYrkYAE,2025-06-26T19:58:53.000+0000,(902)401-4166,(902) 401-4166,djones@ldwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,280.0
500OH00000Y4G95YAF,False,,20783557,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,received NIGO information. sent to OE,True,2025-06-26T21:00:18.000+0000,False,False,005OH000006uYrkYAE,2025-06-26T20:41:21.000+0000,005OH000006uYrkYAE,2025-06-26T21:00:18.000+0000,005OH000006uYrkYAE,2025-06-26T21:00:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,280.0
500OH00000Y6BrhYAF,False,,20791901,0030A0000029mecQAA,0010A000002w9dcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,required duplicate tax slips for 2 separate clients. emailed to FA.,True,2025-06-27T14:31:23.000+0000,False,False,005OH000006uYrkYAE,2025-06-27T14:14:48.000+0000,005OH000006uYrkYAE,2025-06-27T14:31:23.000+0000,005OH000006uYrkYAE,2025-06-27T14:31:23.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,279.0
500OH00000Y7v1DYAR,False,,20810519,0030A00000BtSCIQA3,0010A00000CU4s7QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed process.,True,2025-06-27T21:03:24.000+0000,False,False,005OH000006uYrkYAE,2025-06-27T20:56:09.000+0000,005OH000006uYrkYAE,2025-06-27T21:03:24.000+0000,005OH000006uYrkYAE,2025-06-27T21:03:24.000+0000,(416)209-7448,(416) 209-7448,soraia@fernandesandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,279.0
500OH00000YCDsQYAX,False,,20818748,003G0000018f6pzIAA,0010A000002wOriQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,FA will send VOID.,True,2025-06-30T13:45:58.000+0000,False,False,005OH000006uYrkYAE,2025-06-30T13:37:08.000+0000,005OH000006uYrkYAE,2025-06-30T13:45:58.000+0000,005OH000006uYrkYAE,2025-06-30T13:45:58.000+0000,(519)845-1179,(519) 845-1179,julie@prosperityfirstfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,276.0
500OH00000YCKsFYAX,False,,20817985,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,unknown. VM hang up,Medium,,True,2025-06-30T13:15:16.000+0000,False,False,005OH000006uYrkYAE,2025-06-30T13:13:23.000+0000,005OH000006uYrkYAE,2025-06-30T13:15:16.000+0000,005OH000006uYrkYAE,2025-06-30T13:15:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,276.0
500OH00000YCSppYAH,False,,20820433,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed which ones were cashed/stopped.,True,2025-06-30T14:28:42.000+0000,False,False,005OH000006uYrkYAE,2025-06-30T14:19:15.000+0000,005OH000006uYrkYAE,2025-06-30T14:28:42.000+0000,005OH000006uYrkYAE,2025-06-30T14:28:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,276.0
500OH00000YChKAYA1,False,,20823210,003G0000018f6pzIAA,0010A000002wOriQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed info via email sent; VOID coming.,True,2025-06-30T15:22:57.000+0000,False,False,005OH000006uYrkYAE,2025-06-30T15:17:23.000+0000,005OH000006uYrkYAE,2025-06-30T15:22:57.000+0000,005OH000006uYrkYAE,2025-06-30T15:22:57.000+0000,(519)845-1179,(519) 845-1179,julie@prosperityfirstfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,276.0
500OH00000YDRV7YAP,False,,20834738,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,"received not in good order requesting signature guarantee from receiving. called fidelity to confirm if they stamp, or us.",True,2025-06-30T19:27:10.000+0000,False,False,005OH000006uYrkYAE,2025-06-30T19:17:59.000+0000,005OH000006uYrkYAE,2025-06-30T19:27:10.000+0000,005OH000006uYrkYAE,2025-06-30T19:27:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,276.0
500OH00000YDdfuYAD,False,,20833262,0030A0000029h89QAA,0010A000002w53oQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-06-30T20:28:31.000+0000,False,False,0055o000002I19tAAC,2025-06-30T18:46:24.000+0000,0055o000002I19tAAC,2025-06-30T20:28:31.000+0000,0055o000002I19tAAC,2025-06-30T20:28:31.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,276.0
500OH00000YHGw3YAH,False,,20843500,,0011600001lUnHPAA0,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,Plan #168074 -  -,Medium,GROUP LIFE CONVERSION DISCUSSION,True,2025-07-02T12:19:39.000+0000,False,False,0055o000001fjVGAAY,2025-07-02T12:16:28.000+0000,0055o000001fjVGAAY,2025-07-02T12:19:39.000+0000,0055o000001fjVGAAY,2025-07-02T12:19:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fjVGAAY,,,,,,,0.0,0.0,0.0,,False,274.0
500OH00000YHlWoYAL,False,,20847007,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,call to mackenzie to confirm redemption processed.,True,2025-07-02T14:09:28.000+0000,False,False,005OH000006uYrkYAE,2025-07-02T13:58:50.000+0000,005OH000006uYrkYAE,2025-07-02T14:09:28.000+0000,005OH000006uYrkYAE,2025-07-02T14:09:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,274.0
500OH00000YI3LiYAL,False,,20852435,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,not required for RSP,True,2025-07-02T15:47:28.000+0000,False,False,005OH000006uYrkYAE,2025-07-02T15:37:44.000+0000,005OH000006uYrkYAE,2025-07-02T15:47:28.000+0000,005OH000006uYrkYAE,2025-07-02T15:47:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,274.0
500OH00000YI7KRYA1,False,,20850540,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Inquiry,Medium,"MA called regardign process for non resident. unable to provide CL ID. explained cannot confirm process without CL ID or viewing client portfolio. offered content hub as link for info, and MA will call back.",True,2025-07-02T15:13:55.000+0000,False,False,005OH000006uYrkYAE,2025-07-02T15:04:56.000+0000,005OH000006uYrkYAE,2025-07-02T15:13:55.000+0000,005OH000006uYrkYAE,2025-07-02T15:13:55.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,274.0
500OH00000YJGryYAH,False,,20866559,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,LM on cell,True,2025-07-02T19:34:04.000+0000,False,False,005OH000006uYrkYAE,2025-07-02T19:33:02.000+0000,005OH000006uYrkYAE,2025-07-02T19:34:05.000+0000,005OH000006uYrkYAE,2025-07-02T19:34:05.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,274.0
500OH00000YJLjWYAX,False,,20866400,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,office informed to call cell,True,2025-07-02T19:32:30.000+0000,False,False,005OH000006uYrkYAE,2025-07-02T19:30:20.000+0000,005OH000006uYrkYAE,2025-07-02T19:32:30.000+0000,005OH000006uYrkYAE,2025-07-02T19:32:30.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,274.0
500OH00000YJRiVYAX,False,,20867555,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,reviewed paperwork. concerned about unlocking form.,True,2025-07-02T19:58:27.000+0000,False,False,005OH000006uYrkYAE,2025-07-02T19:50:44.000+0000,005OH000006uYrkYAE,2025-07-02T19:58:27.000+0000,005OH000006uYrkYAE,2025-07-02T19:58:27.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,274.0
500OH00000YJYSIYA5,False,,20870882,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,call got disconnected called back.,True,2025-07-02T20:59:41.000+0000,False,False,005OH000006uYrkYAE,2025-07-02T20:57:43.000+0000,005OH000006uYrkYAE,2025-07-02T20:59:41.000+0000,005OH000006uYrkYAE,2025-07-02T20:59:41.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,274.0
500OH00000YLdqyYAD,False,,20883363,003G0000018f77TIAQ,0010A000002wPAnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,confirmed redemption is ok,True,2025-07-03T15:38:27.000+0000,False,False,005OH000006uYrkYAE,2025-07-03T15:27:05.000+0000,005OH000006uYrkYAE,2025-07-03T15:38:27.000+0000,005OH000006uYrkYAE,2025-07-03T15:38:27.000+0000,(519)518-2025,,mark@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,273.0
500OH00000YMcJEYA1,False,,20891168,,0010A000002w9kBQAQ,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Retired end of last month, shopping for a new IH plan,
Has preX, on meds. Quoted Guaranted plus, said too exp, Bluecross offer cheaper, not willing to listen further.",True,2025-07-03T17:55:00.000+0000,False,False,005OH000007veZNYAY,2025-07-03T17:43:19.000+0000,005OH000007veZNYAY,2025-07-03T17:56:45.000+0000,005OH000007veZNYAY,2025-07-03T17:56:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007veZNYAY,,,,,,,0.0,0.0,0.0,,False,273.0
500OH00000YMiBmYAL,False,,20895037,003OH00000LjO5PYAV,001OH00000QRILLYA5,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-07-03T18:56:42.000+0000,False,False,005OH0000009EwbYAE,2025-07-03T18:49:42.000+0000,005OH0000009EwbYAE,2025-07-03T18:56:42.000+0000,005OH0000009EwbYAE,2025-07-03T18:56:42.000+0000,(581)985-9258,,gabrielroy.assurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,273.0
500OH00000YMjasYAD,False,,20892347,003OH00000S6xi1YAB,0010A000002w9wDQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-07-03T18:32:54.000+0000,False,False,005OH0000009EwbYAE,2025-07-03T18:03:26.000+0000,005OH0000009EwbYAE,2025-07-03T18:32:54.000+0000,005OH0000009EwbYAE,2025-07-03T18:32:54.000+0000,,,mike_1010@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000009EwbYAE,,,,,,,0.0,0.0,0.0,,False,273.0
500OH00000YMz7kYAD,False,,20896406,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,unkown,Medium,,True,2025-07-03T19:13:20.000+0000,False,False,005OH000006uYrkYAE,2025-07-03T19:12:43.000+0000,005OH000006uYrkYAE,2025-07-03T19:13:20.000+0000,005OH000006uYrkYAE,2025-07-03T19:13:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,273.0
500OH00000YN8MHYA1,False,,20896398,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-07-03T19:13:48.000+0000,False,False,005OH000006uYrkYAE,2025-07-03T19:12:39.000+0000,005OH000006uYrkYAE,2025-07-03T19:13:48.000+0000,005OH000006uYrkYAE,2025-07-03T19:13:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,273.0
500OH00000YPON0YAP,False,,20910961,003G000001Q2dlmIAB,0010A000002wSfeQAE,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - Routine,Medium,,True,2025-07-04T15:46:00.000+0000,False,False,0055o000002I19tAAC,2025-07-04T14:36:33.000+0000,0055o000002I19tAAC,2025-07-04T15:46:01.000+0000,0055o000002I19tAAC,2025-07-04T15:46:01.000+0000,(844)327-7912,(514) 778-4378,sfortin@alliancesc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,272.0
500OH00000YQZBUYA5,False,,20923494,003G0000018f6axIAA,0010A000002wOYFQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-07-04T20:16:18.000+0000,False,False,0055o000002I19tAAC,2025-07-04T18:30:20.000+0000,0055o000002I19tAAC,2025-07-04T20:16:18.000+0000,0055o000002I19tAAC,2025-07-04T20:16:18.000+0000,(514)979-2615X300,(514) 947-3743,dantonelli@gcam.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,272.0
500OH00000YQkBkYAL,False,,20925635,003G0000018f7C2IAI,0010A000002wPG0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed complex redemption to VOID provided.,True,2025-07-04T20:53:14.000+0000,False,False,005OH000006uYrkYAE,2025-07-04T19:11:06.000+0000,005OH000006uYrkYAE,2025-07-04T20:53:14.000+0000,005OH000006uYrkYAE,2025-07-04T20:53:14.000+0000,(416)333-8575,(416) 333-8575,adam@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,272.0
500OH00000YXKXaYAP,False,,20965822,003G0000018f6b4IAA,0010A000002wOYMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,confiremd not in good order,Medium,,True,2025-07-07T21:02:59.000+0000,False,False,005OH000006uYrkYAE,2025-07-07T20:40:19.000+0000,005OH000006uYrkYAE,2025-07-07T21:02:59.000+0000,005OH000006uYrkYAE,2025-07-07T21:02:59.000+0000,(416)818-8734,(416) 818-8734,david.andreoli@lazarwealth.com,(416)445-0363,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,269.0
500OH00000YXL26YAH,False,,20961688,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-07-07T20:41:24.000+0000,False,False,005OH000006uYrkYAE,2025-07-07T19:27:36.000+0000,005OH000006uYrkYAE,2025-07-07T20:41:24.000+0000,005OH000006uYrkYAE,2025-07-07T20:41:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,269.0
500OH00000YYGoNYAX,False,,20970972,0030A0000029ZpxQAE,0010A000002vz41QAA,,,ryan.fung@edwardjones.com,,,,012OH000000ijW5YAI,Closed,,Email,,Contact us - Contact Form,Medium,"Contact us - Contact Form (EN)


Referrer: https://www.quadrusinvestmentservices.com/contact-us.html
First Name: Ryan
Last Name: Fung
Email Address: ryan.fung@edwardjones.com
Message: Need access to RESP withdrawal form for client. Client son is moving into the residence of a college, please email your process for the application. Thanks.


________________________________

Referrer: https://www.quadrusinvestmentservices.com/contact-us.html",True,2025-07-08T13:23:11.000+0000,False,False,005OH000006uYrtYAE,2025-07-08T00:39:49.000+0000,005OH000003pdnBYAQ,2025-07-08T22:57:48.000+0000,005G0000002h3jmIAA,2025-07-08T22:57:48.000+0000,(613)841-1759,,ryan.fung@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrtYAE,,,,,,,1.0,0.0,0.0,,False,269.0
500OH00000YZpaRYAT,False,,20981629,0035o000005wWDjAAM,0015o000006UQNSAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-07-08T16:07:31.000+0000,False,False,005OH000006uYrkYAE,2025-07-08T16:04:59.000+0000,005OH000006uYrkYAE,2025-07-08T16:07:31.000+0000,005OH000006uYrkYAE,2025-07-08T16:07:32.000+0000,(289)423-8081,,mitchell@mywealthpartner.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,268.0
500OH00000YZvW8YAL,False,,20980571,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-07-08T15:46:46.000+0000,False,False,005OH000006uYrkYAE,2025-07-08T15:46:17.000+0000,005OH000006uYrkYAE,2025-07-08T15:46:46.000+0000,005OH000006uYrkYAE,2025-07-08T15:46:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,268.0
500OH00000Ya0ItYAJ,False,,20981019,,0010A000002wQ0pQAE,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Former CL advisor who retired and sold her firm. Received an email that she's eligible for benefits. Referred to Ophelia as she is a HWC who handles CL employees,True,2025-07-08T15:59:34.000+0000,False,False,0055o000001jr2KAAQ,2025-07-08T15:54:00.000+0000,0055o000001jr2KAAQ,2025-07-08T15:59:34.000+0000,0055o000001jr2KAAQ,2025-07-08T15:59:34.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001jr2KAAQ,,,,,,,0.0,0.0,0.0,,False,268.0
500OH00000YaQoSYAV,False,,20985693,0030A0000029fHrQAI,0010A000002w3VTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed redemption with field.,True,2025-07-08T17:21:42.000+0000,False,False,005OH000006uYrkYAE,2025-07-08T17:15:59.000+0000,005OH000006uYrkYAE,2025-07-08T17:21:42.000+0000,005OH000006uYrkYAE,2025-07-08T17:21:42.000+0000,(250)475-1108,,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,268.0
500OH00000YaW2oYAF,False,,20990687,,0010A000002w9lvQAA,,,vikassaraswat@rogers.com,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-07-08T18:54:47.000+0000,False,False,005OH000007veZNYAY,2025-07-08T18:36:11.000+0000,005OH000007veZNYAY,2025-07-08T18:54:47.000+0000,005OH000007veZNYAY,2025-07-08T18:54:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007veZNYAY,,,,,,,0.0,0.0,0.0,,False,268.0
500OH00000YasmHYAR,False,,20990740,0035o000005wWDjAAM,0015o000006UQNSAA4,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,hello,Medium,,True,2025-07-08T18:38:17.000+0000,False,False,005OH000006uYrkYAE,2025-07-08T18:37:08.000+0000,005OH000006uYrkYAE,2025-07-08T18:38:17.000+0000,005OH000006uYrkYAE,2025-07-08T18:38:17.000+0000,(289)423-8081,,mitchell@mywealthpartner.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,268.0
500OH00000Yd3s9YAB,False,,21004577,003G0000018f80cIAA,0010A000002wQ6WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,"discussed requirements, will look into further and get back to the FA",True,2025-07-09T14:04:40.000+0000,False,False,005OH000006uYreYAE,2025-07-09T13:16:34.000+0000,005OH000006uYreYAE,2025-07-09T14:04:40.000+0000,005OH000006uYreYAE,2025-07-09T14:04:40.000+0000,,,info@bayneswhite.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYreYAE,,,,,,,0.0,0.0,0.0,,False,267.0
500OH00000YdI6MYAV,False,,21005812,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"confirmed process of transfer, but need to follow up regarding requirement to open a RIF.",True,2025-07-09T14:13:12.000+0000,False,False,005OH000006uYrkYAE,2025-07-09T13:48:07.000+0000,005OH000006uYrkYAE,2025-07-09T14:13:13.000+0000,005OH000006uYrkYAE,2025-07-09T14:13:13.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,267.0
500OH00000YdcRhYAJ,False,,21011482,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,missing paperwork. field to send to me to process,True,2025-07-09T15:52:33.000+0000,False,False,005OH000006uYrkYAE,2025-07-09T15:40:51.000+0000,005OH000006uYrkYAE,2025-07-09T15:52:33.000+0000,005OH000006uYrkYAE,2025-07-09T15:52:33.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,267.0
500OH00000Ye47lYAB,False,,21013554,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-07-09T16:20:24.000+0000,False,False,005OH000006uYrkYAE,2025-07-09T16:16:38.000+0000,005OH000006uYrkYAE,2025-07-09T16:20:24.000+0000,005OH000006uYrkYAE,2025-07-09T16:20:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,267.0
500OH00000YeZmnYAF,False,,21023987,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption verify,Medium,confirmed amoutn and to new banking,True,2025-07-09T19:30:52.000+0000,False,False,005OH000006uYrkYAE,2025-07-09T19:23:38.000+0000,005OH000006uYrkYAE,2025-07-09T19:30:52.000+0000,005OH000006uYrkYAE,2025-07-09T19:30:52.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,267.0
500OH00000YenstYAB,False,,21023167,0030A00000BtSCIQA3,0010A00000CU4s7QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-07-09T19:23:29.000+0000,False,False,005OH000006uYrkYAE,2025-07-09T19:08:41.000+0000,005OH000006uYrkYAE,2025-07-09T19:23:29.000+0000,005OH000006uYrkYAE,2025-07-09T19:23:29.000+0000,(416)209-7448,(416) 209-7448,soraia@fernandesandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,267.0
500OH00000YhYz2YAF,False,,21042522,003G0000018f7CbIAI,0010A000002wPGZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed non complex. note added to IC. field to place redemption,True,2025-07-10T16:19:39.000+0000,False,False,005OH000006uYrkYAE,2025-07-10T16:00:30.000+0000,005OH000006uYrkYAE,2025-07-10T16:19:40.000+0000,005OH000006uYrkYAE,2025-07-10T16:19:40.000+0000,(416)876-9791,(416) 876-9791,margot@advocatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,266.0
500OH00000YiBozYAF,False,,21047003,0030A000001Xj4vQAC,0010A000002wNI6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,VOID cheque received.,True,2025-07-10T17:34:13.000+0000,False,False,005OH000006uYrkYAE,2025-07-10T17:25:07.000+0000,005OH000006uYrkYAE,2025-07-10T17:34:13.000+0000,005OH000006uYrkYAE,2025-07-10T17:34:13.000+0000,(647)951-0333,(647) 986-0077,patrick.taylor@taylordwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,266.0
500OH00000YkocXYAR,False,,21063931,0030A000001Xj4vQAC,0010A000002wNI6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,WDL not processed yet. will reach out to TC.,True,2025-07-11T13:50:12.000+0000,False,False,005OH000006uYrkYAE,2025-07-11T13:41:35.000+0000,005OH000006uYrkYAE,2025-07-11T13:50:13.000+0000,005OH000006uYrkYAE,2025-07-11T13:50:13.000+0000,(647)951-0333,(647) 986-0077,patrick.taylor@taylordwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,265.0
500OH00000YlCjhYAF,False,,21067816,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,emailed me the A$M,True,2025-07-11T15:19:00.000+0000,False,False,005OH000006uYrkYAE,2025-07-11T15:12:27.000+0000,005OH000006uYrkYAE,2025-07-11T15:19:00.000+0000,005OH000006uYrkYAE,2025-07-11T15:19:01.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,265.0
500OH00000YmFFjYAN,False,,21080659,0030A00000ApXzDQAV,0010A00000BPEBjQAP,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Orthodontics,Medium,,True,2025-07-11T20:22:30.000+0000,False,False,0055o000002I19tAAC,2025-07-11T19:33:26.000+0000,0055o000002I19tAAC,2025-07-11T20:22:30.000+0000,0055o000002I19tAAC,2025-07-11T20:22:30.000+0000,(514)334-8701,(514) 531-2134,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,265.0
500OH00000YmIC1YAN,False,,21081760,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed.,True,2025-07-11T21:00:00.000+0000,False,False,005OH000006uYrkYAE,2025-07-11T19:58:22.000+0000,005OH000006uYrkYAE,2025-07-11T21:00:01.000+0000,005OH000006uYrkYAE,2025-07-11T21:00:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,265.0
500OH00000YqyPXYAZ,False,,21094589,0031600002SzG23AAF,0010A000002wNxvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,LM to call back,True,2025-07-14T14:09:13.000+0000,False,False,005OH000006uYrkYAE,2025-07-14T14:06:35.000+0000,005OH000006uYrkYAE,2025-07-14T14:09:13.000+0000,005OH000006uYrkYAE,2025-07-14T14:09:13.000+0000,(204)272-9670,(204) 228-8362,jeff.sadowski@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,262.0
500OH00000Yr3SWYAZ,False,,21093952,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,bene to sign BIF,True,2025-07-14T14:02:25.000+0000,False,False,005OH000006uYrkYAE,2025-07-14T13:53:40.000+0000,005OH000006uYrkYAE,2025-07-14T14:02:25.000+0000,005OH000006uYrkYAE,2025-07-14T14:02:25.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,262.0
500OH00000Yr907YAB,False,,21097448,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-07-14T14:57:10.000+0000,False,False,005OH000006uYrkYAE,2025-07-14T14:56:34.000+0000,005OH000006uYrkYAE,2025-07-14T14:57:11.000+0000,005OH000006uYrkYAE,2025-07-14T14:57:11.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,262.0
500OH00000YrxXsYAJ,False,,21104406,003OH00000L4CBNYA3,001OH00000PgSPjYAN,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-07-14T17:54:14.000+0000,False,False,005OH000006uYruYAE,2025-07-14T16:50:43.000+0000,005OH000006uYruYAE,2025-07-14T17:54:14.000+0000,005OH000006uYruYAE,2025-07-14T17:54:14.000+0000,(204)777-1616,,jjavier@wealthinmotion.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,262.0
500OH00000YsFjLYAV,False,,21111812,0035o000005wWDjAAM,0015o000006UQNSAA4,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption verify,Medium,verbally confirmed redemption,True,2025-07-14T18:44:51.000+0000,False,False,005OH000006uYrkYAE,2025-07-14T18:44:00.000+0000,005OH000006uYrkYAE,2025-07-14T18:44:51.000+0000,005OH000006uYrkYAE,2025-07-14T18:44:51.000+0000,(289)423-8081,,mitchell@mywealthpartner.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,262.0
500OH00000YsUf7YAF,False,,21114240,003OH0000020XvhYAE,001OH000002T5G6YAK,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-07-15T13:25:18.000+0000,False,False,005OH000006uYruYAE,2025-07-14T19:21:04.000+0000,005OH000006uYruYAE,2025-07-15T15:54:22.000+0000,005OH000006uYruYAE,2025-07-15T15:54:22.000+0000,(604)996-6713,,tanner@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,262.0
500OH00000YwCepYAF,False,,21143541,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,process for lira to lif,Medium,,True,2025-07-15T19:05:36.000+0000,False,False,005OH000006uYrkYAE,2025-07-15T18:45:46.000+0000,005OH000006uYrkYAE,2025-07-15T19:05:36.000+0000,005OH000006uYrkYAE,2025-07-15T19:05:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,261.0
500OH00000YwNvAYAV,False,,21144029,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-07-15T19:06:09.000+0000,False,False,005OH000006uYrkYAE,2025-07-15T18:53:56.000+0000,005OH000006uYrkYAE,2025-07-15T19:06:09.000+0000,005OH000006uYrkYAE,2025-07-15T19:06:09.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,261.0
500OH00000YwRnXYAV,False,,21143564,003G0000018f7C2IAI,0010A000002wPG0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,LIRA to LIF,Medium,provided steps via email and walked through process,True,2025-07-15T19:04:23.000+0000,False,False,005OH000006uYrkYAE,2025-07-15T18:46:04.000+0000,005OH000006uYrkYAE,2025-07-15T19:04:23.000+0000,005OH000006uYrkYAE,2025-07-15T19:04:23.000+0000,(416)333-8575,(416) 333-8575,adam@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,261.0
500OH00000YwdWrYAJ,False,,21143513,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,adjustment needed,Medium,,True,2025-07-15T19:06:36.000+0000,False,False,005OH000006uYrkYAE,2025-07-15T18:45:20.000+0000,005OH000006uYrkYAE,2025-07-15T19:06:36.000+0000,005OH000006uYrkYAE,2025-07-15T19:06:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,261.0
500OH00000YwhnOYAR,False,,21144643,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,AML review/halt trade,Medium,,True,2025-07-15T19:05:08.000+0000,False,False,005OH000006uYrkYAE,2025-07-15T19:04:29.000+0000,005OH000006uYrkYAE,2025-07-15T19:05:08.000+0000,005OH000006uYrkYAE,2025-07-15T19:05:08.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,261.0
500OH00000YwkTVYAZ,False,,21144809,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-07-15T19:16:43.000+0000,False,False,005OH000006uYrkYAE,2025-07-15T19:07:23.000+0000,005OH000006uYrkYAE,2025-07-15T19:16:43.000+0000,005OH000006uYrkYAE,2025-07-15T19:16:43.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,261.0
500OH00000YxGd3YAF,False,,21150503,003G0000018f6YvIAI,0010A000002wOW0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,mutual trade ticket form,Medium,,True,2025-07-15T21:04:33.000+0000,False,False,005OH000006uYrkYAE,2025-07-15T21:03:55.000+0000,005OH000006uYrkYAE,2025-07-15T21:04:33.000+0000,005OH000006uYrkYAE,2025-07-15T21:04:33.000+0000,(416)203-1977X27,(416) 366-2971 ext. 7456(not in service),pbennett@blueprintwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,261.0
500OH00000Yyq1oYAB,False,,21157982,0031600002ISyDdAAL,0010A000002wNNOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,discussed possible funds,True,2025-07-16T14:06:33.000+0000,False,False,005OH000006uYrkYAE,2025-07-16T13:55:09.000+0000,005OH000006uYrkYAE,2025-07-16T14:06:33.000+0000,005OH000006uYrkYAE,2025-07-16T14:06:33.000+0000,(647)381-8243,(647) 381-8243,marc@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,260.0
500OH00000Yz6swYAB,False,,21158920,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-07-16T14:23:23.000+0000,False,False,005OH000006uYrkYAE,2025-07-16T14:16:15.000+0000,005OH000006uYrkYAE,2025-07-16T14:23:24.000+0000,005OH000006uYrkYAE,2025-07-16T14:23:24.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,260.0
500OH00000Z0irJYAR,False,,21176659,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,,True,2025-07-16T19:57:08.000+0000,False,False,005OH000006uYrkYAE,2025-07-16T19:44:15.000+0000,005OH000006uYrkYAE,2025-07-16T19:57:09.000+0000,005OH000006uYrkYAE,2025-07-16T19:57:09.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,260.0
500OH00000Z2y0nYAB,False,,21189236,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,will submit to back office to update.,True,2025-07-17T14:34:45.000+0000,False,False,005OH000006uYrkYAE,2025-07-17T14:29:43.000+0000,005OH000006uYrkYAE,2025-07-17T14:34:45.000+0000,005OH000006uYrkYAE,2025-07-17T14:34:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,259.0
500OH00000Z36hUYAR,False,,21191502,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,how to merge accts,True,2025-07-17T15:37:50.000+0000,False,False,005OH000006uYrkYAE,2025-07-17T15:23:11.000+0000,005OH000006uYrkYAE,2025-07-17T15:37:51.000+0000,005OH000006uYrkYAE,2025-07-17T15:37:51.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,259.0
500OH00000Z7FCkYAN,False,,21225406,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,ma will send pension docs,True,2025-07-18T17:32:54.000+0000,False,False,005OH000006uYrkYAE,2025-07-18T17:25:31.000+0000,005OH000006uYrkYAE,2025-07-18T17:32:54.000+0000,005OH000006uYrkYAE,2025-07-18T17:32:54.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,258.0
500OH00000Z87hhYAB,False,,21233448,,0010A000002w9lvQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer is an advisor looking to enroll a client in an individual health and dental plan with Canada Life. The agent provided guidance on the process, advising the customer to submit proof of the client's prior coverage from a US group plan in order to be eligible for the guaranteed issue plan. The agent also recommended the customer reach out to the Canada Life relationship management team to establish a dedicated contact for future inquiries.",True,2025-07-18T20:30:19.000+0000,False,False,0055o000001fjWBAAY,2025-07-18T20:16:24.000+0000,0055o000001fjWBAAY,2025-07-18T20:30:19.000+0000,0055o000001fjWBAAY,2025-07-18T20:30:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fjWBAAY,,,,,,,0.0,0.0,0.0,,False,258.0
500OH00000ZCeTlYAL,False,,21243718,0030A00000CDixHQAT,0015o0000070MqEAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,walked through process to link plan kyc,True,2025-07-21T13:52:12.000+0000,False,False,005OH000006uYrkYAE,2025-07-21T13:33:59.000+0000,005OH000006uYrkYAE,2025-07-21T13:52:12.000+0000,005OH000006uYrkYAE,2025-07-21T13:52:12.000+0000,(416)366-2971,(416) 816-7428,vanessa.funtera-smith@greenstoneprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,255.0
500OH00000ZCn5kYAD,False,,21246912,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-07-21T14:40:33.000+0000,False,False,005OH000006uYrkYAE,2025-07-21T14:36:01.000+0000,005OH000006uYrkYAE,2025-07-21T14:40:34.000+0000,005OH000006uYrkYAE,2025-07-21T14:40:34.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,255.0
500OH00000ZCwCIYA1,False,,21251603,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,hang up,Medium,,True,2025-07-21T15:52:57.000+0000,False,False,005OH000006uYrkYAE,2025-07-21T15:51:30.000+0000,005OH000006uYrkYAE,2025-07-21T15:52:58.000+0000,005OH000006uYrkYAE,2025-07-21T15:52:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,255.0
500OH00000ZD5yfYAD,False,,21251597,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,hang up,Medium,,True,2025-07-21T15:53:24.000+0000,False,False,005OH000006uYrkYAE,2025-07-21T15:51:25.000+0000,005OH000006uYrkYAE,2025-07-21T15:53:25.000+0000,005OH000006uYrkYAE,2025-07-21T15:53:25.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,255.0
500OH00000ZDLiPYAX,False,,21251609,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,RDSP,Medium,,True,2025-07-21T15:52:28.000+0000,False,False,005OH000006uYrkYAE,2025-07-21T15:51:34.000+0000,005OH000006uYrkYAE,2025-07-21T15:52:28.000+0000,005OH000006uYrkYAE,2025-07-21T15:52:28.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,255.0
500OH00000ZDa4oYAD,False,,21257332,003G000001IlQyZIAV,0010A000002wSUuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-07-21T17:27:05.000+0000,False,False,005OH000006uYruYAE,2025-07-21T17:25:31.000+0000,005OH000006uYruYAE,2025-07-21T17:27:05.000+0000,005OH000006uYruYAE,2025-07-21T17:27:05.000+0000,(506)857-0418,,john@dixonpatterson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,255.0
500OH00000ZDtc9YAD,False,,21261333,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,PAC's,Medium,,True,2025-07-21T18:29:34.000+0000,False,False,005OH000006uYrkYAE,2025-07-21T18:27:40.000+0000,005OH000006uYrkYAE,2025-07-21T18:29:34.000+0000,005OH000006uYrkYAE,2025-07-21T18:29:34.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,255.0
500OH00000ZEg3HYAT,False,,21268483,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,cannot process. need to contact Rein,True,2025-07-21T20:42:19.000+0000,False,False,005OH000006uYrkYAE,2025-07-21T20:28:35.000+0000,005OH000006uYrkYAE,2025-07-21T20:42:19.000+0000,005OH000006uYrkYAE,2025-07-21T20:42:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,255.0
500OH00000ZGLCRYA5,False,,21275720,0030A0000029YCAQA2,0010A000002vxhYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,require LOI,True,2025-07-22T13:27:39.000+0000,False,False,005OH000006uYrkYAE,2025-07-22T13:08:46.000+0000,005OH000006uYrkYAE,2025-07-22T13:27:39.000+0000,005OH000006uYrkYAE,2025-07-22T13:27:39.000+0000,(506)634-7030,,,(506)652-7253,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,254.0
500OH00000ZGmCcYAL,False,,21279632,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,DSP acct questions,Medium,requestd to call back,True,2025-07-22T14:41:07.000+0000,False,False,005OH000006uYrkYAE,2025-07-22T14:40:13.000+0000,005OH000006uYrkYAE,2025-07-22T14:41:07.000+0000,005OH000006uYrkYAE,2025-07-22T14:41:07.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,254.0
500OH00000ZKaHkYAL,False,,21308244,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-07-23T14:13:09.000+0000,False,False,005OH000006uYrkYAE,2025-07-23T14:10:56.000+0000,005OH000006uYrkYAE,2025-07-23T14:13:09.000+0000,005OH000006uYrkYAE,2025-07-23T14:13:09.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,253.0
500OH00000ZKrAUYA1,False,,21309928,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-07-24T12:37:26.000+0000,False,False,005OH000006uYrkYAE,2025-07-23T14:46:29.000+0000,005OH000006uYrkYAE,2025-07-24T12:37:26.000+0000,005OH000006uYrkYAE,2025-07-24T12:37:26.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,253.0
500OH00000ZLhh1YAD,False,,21320738,0030A0000029Z9SQAU,0010A000002vyToQAI,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-07-24T14:03:06.000+0000,False,False,005OH000006uYruYAE,2025-07-23T18:06:20.000+0000,005OH000006uYruYAE,2025-07-24T14:03:06.000+0000,005OH000006uYruYAE,2025-07-24T14:03:06.000+0000,(905)570-1200,,jtaylor@lfs.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,253.0
500OH00000ZLoaMYAT,False,,21320234,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,reviewed notes.,True,2025-07-23T18:11:04.000+0000,False,False,005OH000006uYrkYAE,2025-07-23T17:57:37.000+0000,005OH000006uYrkYAE,2025-07-23T18:11:04.000+0000,005OH000006uYrkYAE,2025-07-23T18:11:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,253.0
500OH00000ZOTzFYAX,False,,21337050,003G0000018f6b4IAA,0010A000002wOYMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,discussed process walkthrough,True,2025-07-24T14:20:55.000+0000,False,False,005OH000006uYrkYAE,2025-07-24T13:57:45.000+0000,005OH000006uYrkYAE,2025-07-24T14:20:56.000+0000,005OH000006uYrkYAE,2025-07-24T14:20:56.000+0000,(416)818-8734,(416) 818-8734,david.andreoli@lazarwealth.com,(416)445-0363,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,252.0
500OH00000ZPEDPYA5,False,,21345339,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-07-24T16:51:21.000+0000,False,False,005OH000006uYrkYAE,2025-07-24T16:41:31.000+0000,005OH000006uYrkYAE,2025-07-24T16:51:22.000+0000,005OH000006uYrkYAE,2025-07-24T16:51:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,252.0
500OH00000ZTdumYAD,False,,21376825,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-07-25T18:39:14.000+0000,False,False,005OH000006uYrkYAE,2025-07-25T18:38:42.000+0000,005OH000006uYrkYAE,2025-07-25T18:39:14.000+0000,005OH000006uYrkYAE,2025-07-25T18:39:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,251.0
500OH00000ZZAGVYA5,False,,21398078,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption verify,Medium,,True,2025-07-28T15:29:03.000+0000,False,False,005OH000006uYrkYAE,2025-07-28T15:27:56.000+0000,005OH000006uYrkYAE,2025-07-28T15:29:04.000+0000,005OH000006uYrkYAE,2025-07-28T15:29:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,248.0
500OH00000Za2f8YAB,False,,21407693,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-07-28T18:20:48.000+0000,False,False,005OH000006uYrkYAE,2025-07-28T18:03:58.000+0000,005OH000006uYrkYAE,2025-07-28T18:20:48.000+0000,005OH000006uYrkYAE,2025-07-28T18:20:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,248.0
500OH00000ZankSYAR,False,,21415083,003G0000018f7MLIAY,0010A000002wPS0QAM,,,yuri@satofinancialyyc.com,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] Username change for quadrus.universcloud.com,Medium,"Hi, A client asked me how to change her username on the website quadrus. universcloud. com. She has recently changed her email address and I have changed her email address on Investment Centre. However, since she set up her previous email address
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Hi,
A client asked me how to change her username on the website quadrus.universcloud.com.
She has recently changed her email address and I have changed her email address on Investment Centre.
However, since she set up her previous email address for her username, she needs to use her old email address for username to login.
I cannot find an edit button to change her username both on Investment centre and the Quadrus login site.
Would you please advice me?

Thank you,

YURI SATO, CFP®, B.Comm. (She/Her)
Certified Financial Planner  [cid:image001.jpg@01DBFFC8.B7BB7760]

NEW EMAIL ADDRESS: yuri@satofinancialyyc.com
The Canada Life Assurance Company/Quadrus Investment Services Ltd
Mobile: 403-680-0710
Website: www.canadalife.com<http://www.canadalife.com/>

Out of Office:
[cid:image002.png@01DBFFC8.B7BB7760]
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-07-28T20:24:26.000+0000,False,False,005OH000006uYrtYAE,2025-07-28T20:06:27.000+0000,005OH000003pdnBYAQ,2025-07-29T23:09:52.000+0000,005G0000002h3jmIAA,2025-07-29T23:09:52.000+0000,(403)680-0710,(403) 680-0710,yuri@satofinancialyyc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrtYAE,,,,,,,1.0,0.0,0.0,,False,248.0
500OH00000ZcfsZYAR,False,,21425199,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,fa will forward me the email,True,2025-07-29T14:03:49.000+0000,False,False,005OH000006uYrkYAE,2025-07-29T13:52:00.000+0000,005OH000006uYrkYAE,2025-07-29T14:03:49.000+0000,005OH000006uYrkYAE,2025-07-29T14:03:49.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,247.0
500OH00000Zd4qqYAB,False,,21426815,0030A000004VV8RQAW,0010A000005HhGBQA0,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-07-29T14:30:51.000+0000,False,False,005OH000006uYruYAE,2025-07-29T14:28:57.000+0000,005OH000006uYruYAE,2025-07-29T17:38:56.000+0000,005OH000006uYruYAE,2025-07-29T17:38:56.000+0000,(403)606-2105,,rob.gillings@navwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,247.0
500OH00000ZgYVoYAN,False,,21453737,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed primary owner and joint owner,True,2025-07-30T13:34:29.000+0000,False,False,005OH000006uYrkYAE,2025-07-30T13:19:13.000+0000,005OH000006uYrkYAE,2025-07-30T13:35:03.000+0000,005OH000006uYrkYAE,2025-07-30T13:35:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000Zgmc1YAB,False,,21457874,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,provided walkthrough,True,2025-07-30T15:02:43.000+0000,False,False,005OH000006uYrkYAE,2025-07-30T14:57:24.000+0000,005OH000006uYrkYAE,2025-07-30T15:02:43.000+0000,005OH000006uYrkYAE,2025-07-30T15:02:43.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000Zh1JJYAZ,False,,21457116,0030A0000029YwLQAU,0010A000002vyIJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,in kind transfer,True,2025-07-30T14:54:44.000+0000,False,False,005OH000006uYrkYAE,2025-07-30T14:42:10.000+0000,005OH000006uYrkYAE,2025-07-30T14:54:45.000+0000,005OH000006uYrkYAE,2025-07-30T14:54:45.000+0000,(613)231-7700,,rob@carletonfs.com,(613)231-7744,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000Zh95YYAR,False,,21461066,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,fund serv NIGO's,Medium,follow up via email.,True,2025-07-30T16:00:46.000+0000,False,False,005OH000006uYrkYAE,2025-07-30T15:59:42.000+0000,005OH000006uYrkYAE,2025-07-30T16:00:47.000+0000,005OH000006uYrkYAE,2025-07-30T16:00:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000ZhkrVYAR,False,,21467754,,0010A000009VgkHQAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-07-30T18:09:18.000+0000,False,False,005OH000006uyEGYAY,2025-07-30T18:08:06.000+0000,005OH000006uyEGYAY,2025-07-30T18:09:18.000+0000,005OH000006uyEGYAY,2025-07-30T18:09:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEGYAY,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000Zi3FrYAJ,False,,21471043,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-07-30T19:16:47.000+0000,False,False,005OH00000A41J7YAJ,2025-07-30T19:10:08.000+0000,005OH00000A41J7YAJ,2025-07-30T19:16:47.000+0000,005OH00000A41J7YAJ,2025-07-30T19:16:47.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000A41J7YAJ,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000Zi5XmYAJ,False,,21471084,0030A0000029VR0QAM,0010A000002vvL9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,CHTFSA acct,True,2025-07-30T19:14:27.000+0000,False,False,005OH000006uYrkYAE,2025-07-30T19:11:02.000+0000,005OH000006uYrkYAE,2025-07-30T19:14:27.000+0000,005OH000006uYrkYAE,2025-07-30T19:14:27.000+0000,(403)452-3886,(778) 288-8750,jianxu@crius.ca,(403)452-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000ZiCfeYAF,False,,21469981,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,client separation,Medium,VM to call back,True,2025-07-30T19:17:36.000+0000,False,False,005OH000006uYrkYAE,2025-07-30T18:50:14.000+0000,005OH000006uYrkYAE,2025-07-30T19:22:16.000+0000,005OH000006uYrkYAE,2025-07-30T19:22:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000ZiDDYYA3,False,,21471016,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-07-30T19:16:10.000+0000,False,False,005OH00000A41J7YAJ,2025-07-30T19:09:40.000+0000,005OH00000A41J7YAJ,2025-07-30T19:16:10.000+0000,005OH00000A41J7YAJ,2025-07-30T19:16:10.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000A41J7YAJ,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000ZiNpgYAF,False,,21474022,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-07-30T20:12:09.000+0000,False,False,005OH000006uYrkYAE,2025-07-30T20:10:37.000+0000,005OH000006uYrkYAE,2025-07-30T20:12:09.000+0000,005OH000006uYrkYAE,2025-07-30T20:12:09.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000ZiZFeYAN,False,,21474532,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,discussed paperwork.,True,2025-07-30T20:33:19.000+0000,False,False,005OH000006uYrkYAE,2025-07-30T20:22:22.000+0000,005OH000006uYrkYAE,2025-07-30T20:33:19.000+0000,005OH000006uYrkYAE,2025-07-30T20:33:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000ZieOzYAJ,False,,21474577,0030A0000090FFmQAM,0010A000009waoNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-07-31T14:56:30.000+0000,False,False,005OH000006uYruYAE,2025-07-30T20:23:27.000+0000,005OH000006uYruYAE,2025-07-31T15:11:10.000+0000,005OH000006uYruYAE,2025-07-31T15:11:10.000+0000,(204)325-7203,,sebastian@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,246.0
500OH00000ZkmLeYAJ,False,,21486817,0031600002SzRJUAA3,0010A000002wNy1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-07-31T15:25:46.000+0000,False,False,005OH000006uYruYAE,2025-07-31T15:13:58.000+0000,005OH000006uYruYAE,2025-08-01T14:13:13.000+0000,005OH000006uYruYAE,2025-08-01T14:13:13.000+0000,(204)325-7203,(204) 362-7383,peter@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,245.0
500OH00000Zkt0ZYAR,False,,21487793,003G0000018f7DcIAI,0010A000002wPHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up on complex trade,Medium,,True,2025-07-31T15:38:21.000+0000,False,False,005OH000006uYrkYAE,2025-07-31T15:32:22.000+0000,005OH000006uYrkYAE,2025-07-31T15:38:21.000+0000,005OH000006uYrkYAE,2025-07-31T15:38:21.000+0000,(905)858-1894,(647) 244-8703,sean@portpro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,245.0
500OH00000Zku6IYAR,False,,21487858,003G0000018f7DcIAI,0010A000002wPHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up on complex trade,Medium,will send email as well.,True,2025-07-31T15:37:07.000+0000,False,False,005OH000006uYrkYAE,2025-07-31T15:33:52.000+0000,005OH000006uYrkYAE,2025-07-31T15:37:07.000+0000,005OH000006uYrkYAE,2025-07-31T15:37:07.000+0000,(905)858-1894,(647) 244-8703,sean@portpro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,245.0
500OH00000Zl1irYAB,False,,21487807,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM with CL ID. no number left. will try and call back at this number,Medium,,True,2025-07-31T15:37:50.000+0000,False,False,005OH000006uYrkYAE,2025-07-31T15:32:46.000+0000,005OH000006uYrkYAE,2025-07-31T15:37:50.000+0000,005OH000006uYrkYAE,2025-07-31T15:37:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,245.0
500OH00000ZlAHYYA3,False,,21491505,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed transfer still in progress.,True,2025-07-31T17:02:31.000+0000,False,False,005OH000006uYrkYAE,2025-07-31T16:48:57.000+0000,005OH000006uYrkYAE,2025-07-31T17:02:31.000+0000,005OH000006uYrkYAE,2025-07-31T17:02:31.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,245.0
500OH00000ZlKs1YAF,False,,21492627,003G0000018f7DcIAI,0010A000002wPHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,will follow up by 5pm tomorrow,True,2025-07-31T17:16:52.000+0000,False,False,005OH000006uYrkYAE,2025-07-31T17:12:56.000+0000,005OH000006uYrkYAE,2025-07-31T17:16:52.000+0000,005OH000006uYrkYAE,2025-07-31T17:16:52.000+0000,(905)858-1894,(647) 244-8703,sean@portpro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,245.0
500OH00000ZlieGYAR,False,,21498491,0030A0000029XynQAE,0010A000002vxUaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,,True,2025-07-31T19:18:10.000+0000,False,False,005OH00000A41J7YAJ,2025-07-31T19:08:48.000+0000,005OH00000A41J7YAJ,2025-07-31T19:18:10.000+0000,005OH00000A41J7YAJ,2025-07-31T19:18:11.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000A41J7YAJ,,,,,,,0.0,0.0,0.0,,False,245.0
500OH00000ZlqjqYAB,False,,21499338,003G0000018f77gIAA,0010A000002wPB0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund merger/questions,Medium,email sent to products team.,True,2025-07-31T19:33:11.000+0000,False,False,005OH000006uYrkYAE,2025-07-31T19:25:01.000+0000,005OH000006uYrkYAE,2025-07-31T19:33:11.000+0000,005OH000006uYrkYAE,2025-07-31T19:33:11.000+0000,(416)254-7128X227,(416) 525-6206,brian.bigman@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,245.0
500OH00000Zm8OxYAJ,False,,21500339,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,answered own question,True,2025-07-31T19:47:10.000+0000,False,False,005OH000006uYrkYAE,2025-07-31T19:45:27.000+0000,005OH000006uYrkYAE,2025-07-31T19:47:10.000+0000,005OH000006uYrkYAE,2025-07-31T19:47:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,245.0
500OH00000ZoY0jYAF,False,,21511737,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption verify,Medium,,True,2025-08-01T14:32:37.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T14:31:53.000+0000,005OH000006uYrkYAE,2025-08-01T14:32:37.000+0000,005OH000006uYrkYAE,2025-08-01T14:32:37.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000ZoavQYAR,False,,21515083,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-08-01T16:19:58.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T15:45:02.000+0000,005OH000006uYrkYAE,2025-08-01T16:19:59.000+0000,005OH000006uYrkYAE,2025-08-01T16:19:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000Zod3hYAB,False,,21514276,,0015o000006fSQoAAM,,,adam.rumball@ig.ca,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Transferred from Kyle, he said he got a promo offer for 150k FTC life.
Quoted him 500k and 1M FTC Life, he said he rather stay with 150k and apply a Term product elsewhere.
He said he has 340k mortgage and needs Final exp. 150k is under insured, he knows it but he will plan to get more by himself later, he is and IG Advisor,",True,2025-08-01T15:59:14.000+0000,False,False,005OH000007veZNYAY,2025-08-01T15:27:40.000+0000,005OH000007veZNYAY,2025-08-01T15:59:14.000+0000,005OH000007veZNYAY,2025-08-01T15:59:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007veZNYAY,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000Zod6wYAB,False,,21515076,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,Q2 statements,Medium,,True,2025-08-01T16:20:28.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T15:44:52.000+0000,005OH000006uYrkYAE,2025-08-01T16:20:28.000+0000,005OH000006uYrkYAE,2025-08-01T16:20:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000ZokWaYAJ,False,,21516584,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,hang up,Medium,,True,2025-08-01T16:19:32.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T16:17:24.000+0000,005OH000006uYrkYAE,2025-08-01T16:19:32.000+0000,005OH000006uYrkYAE,2025-08-01T16:19:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000ZosXJYAZ,False,,21515094,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-08-01T16:18:33.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T15:45:14.000+0000,005OH000006uYrkYAE,2025-08-01T16:18:33.000+0000,005OH000006uYrkYAE,2025-08-01T16:18:33.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000Zow6NYAR,False,,21518856,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,confirmed being processed.,True,2025-08-01T17:17:49.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T17:05:06.000+0000,005OH000006uYrkYAE,2025-08-01T17:17:50.000+0000,005OH000006uYrkYAE,2025-08-01T17:17:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000ZoxokYAB,False,,21516589,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemtpon verify,Medium,,True,2025-08-01T16:19:04.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T16:17:32.000+0000,005OH000006uYrkYAE,2025-08-01T16:19:05.000+0000,005OH000006uYrkYAE,2025-08-01T16:19:05.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000Zp6QeYAJ,False,,21518464,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2025-08-01T17:04:20.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T16:56:39.000+0000,005OH000006uYrkYAE,2025-08-01T17:04:20.000+0000,005OH000006uYrkYAE,2025-08-01T17:04:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000Zp9BaYAJ,False,,21519776,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-08-01T17:35:09.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T17:23:27.000+0000,005OH000006uYrkYAE,2025-08-01T17:35:10.000+0000,005OH000006uYrkYAE,2025-08-01T17:35:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000ZpTF8YAN,False,,21522963,0030A0000029bAlQAI,0010A000002w0CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,left message re: redemptions,True,2025-08-01T18:32:15.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T18:30:34.000+0000,005OH000006uYrkYAE,2025-08-01T18:32:15.000+0000,005OH000006uYrkYAE,2025-08-01T18:32:15.000+0000,(519)620-1224,,jordan@gillespiefinancial.ca,(519)622-0058,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000ZpidzYAB,False,,21525348,0030A0000029XJWQA2,0010A000002vwudQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-08-05T16:02:40.000+0000,False,False,005OH000006uYruYAE,2025-08-01T19:24:47.000+0000,005OH000006uYruYAE,2025-08-06T15:11:47.000+0000,005OH000006uYruYAE,2025-08-06T15:11:47.000+0000,(250)718-7232X5,,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000ZplSCYAZ,False,,21525677,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-08-04T14:35:28.000+0000,False,False,005OH00000A41J7YAJ,2025-08-01T19:32:55.000+0000,005OH00000A41J7YAJ,2025-08-04T14:35:28.000+0000,005OH00000A41J7YAJ,2025-08-04T14:35:28.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000A41J7YAJ,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000ZpqrfYAB,False,,21526424,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed to disregard. ref 04973577,True,2025-08-01T19:59:52.000+0000,False,False,005OH000006uYrkYAE,2025-08-01T19:49:09.000+0000,005OH000006uYrkYAE,2025-08-01T19:59:52.000+0000,005OH000006uYrkYAE,2025-08-01T19:59:52.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,244.0
500OH00000Zwq6zYAB,False,,21547662,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,couldn't locate acct using only client name. client will reach out to advisor. has contact information. will call back if needed.,True,2025-08-05T15:21:05.000+0000,False,False,005OH000006uYrkYAE,2025-08-05T15:15:17.000+0000,005OH000006uYrkYAE,2025-08-05T15:21:05.000+0000,005OH000006uYrkYAE,2025-08-05T15:21:05.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,240.0
500OH00000a0rPNYAY,False,,21577265,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,also need to notify Mackenzie,True,2025-08-06T14:17:41.000+0000,False,False,005OH000006uYrkYAE,2025-08-06T14:13:37.000+0000,005OH000006uYrkYAE,2025-08-06T14:17:41.000+0000,005OH000006uYrkYAE,2025-08-06T14:17:41.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,239.0
500OH00000a15fNYAQ,False,,21581889,0030A0000029dJeQAI,0010A000002w1sUQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Coverage - Orthodontics,Medium,,True,2025-08-06T15:44:17.000+0000,False,False,0055o000002I19tAAC,2025-08-06T15:40:00.000+0000,0055o000002I19tAAC,2025-08-06T15:44:17.000+0000,0055o000002I19tAAC,2025-08-06T15:44:17.000+0000,(418)627-3963X342,,p.morin@regar.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,239.0
500OH00000a1GXSYA2,False,,21582449,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,testing VM set up,Medium,,True,2025-08-06T15:57:32.000+0000,False,False,005OH000006uYrkYAE,2025-08-06T15:50:04.000+0000,005OH000006uYrkYAE,2025-08-06T15:57:33.000+0000,005OH000006uYrkYAE,2025-08-06T15:57:33.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,239.0
500OH00000a23ErYAI,False,,21592396,0030A0000029bAlQAI,0010A000002w0CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,follow up to VM,True,2025-08-06T18:44:42.000+0000,False,False,005OH000006uYrkYAE,2025-08-06T18:42:49.000+0000,005OH000006uYrkYAE,2025-08-06T18:44:42.000+0000,005OH000006uYrkYAE,2025-08-06T18:44:42.000+0000,(519)620-1224,,jordan@gillespiefinancial.ca,(519)622-0058,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,239.0
500OH00000a5osNYAQ,False,,21625530,003G0000018f6wMIAQ,0010A000002wOyEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-08-07T19:41:29.000+0000,False,False,005OH000006uYruYAE,2025-08-07T19:36:39.000+0000,005OH000006uYruYAE,2025-08-07T19:41:29.000+0000,005OH000006uYruYAE,2025-08-07T19:41:29.000+0000,(519)885-5177,(519) 766-9363,zoe@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,238.0
500OH00000a5wpzYAA,False,,21626013,003G0000018f7xiIAA,0010A000002wQ3tQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-08-07T19:55:55.000+0000,False,False,005OH000006uYruYAE,2025-08-07T19:46:09.000+0000,005OH000006uYruYAE,2025-08-07T19:55:55.000+0000,005OH000006uYruYAE,2025-08-07T19:55:55.000+0000,(204)272-9670,,stephen@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,238.0
500OH00000a6CudYAE,False,,21626899,003G0000018f6wMIAQ,0010A000002wOyEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-08-07T20:07:42.000+0000,False,False,005OH000006uYruYAE,2025-08-07T20:04:38.000+0000,005OH000006uYruYAE,2025-08-08T13:36:13.000+0000,005OH000006uYruYAE,2025-08-08T13:36:13.000+0000,(519)885-5177,(519) 766-9363,zoe@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,238.0
500OH00000a9PCFYA2,False,,21654182,003G0000018f80cIAA,0010A000002wQ6WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,Outlined and discussed the requirements.,True,2025-08-08T20:04:18.000+0000,False,False,005OH000006uYreYAE,2025-08-08T19:54:10.000+0000,005OH000006uYreYAE,2025-08-08T20:04:18.000+0000,005OH000006uYreYAE,2025-08-08T20:04:18.000+0000,,,info@bayneswhite.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYreYAE,,,,,,,0.0,0.0,0.0,,False,237.0
500OH00000aEACTYA4,False,,21664034,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-08-11T12:47:02.000+0000,False,False,005OH000006uYrkYAE,2025-08-11T12:46:17.000+0000,005OH000006uYrkYAE,2025-08-11T12:47:02.000+0000,005OH000006uYrkYAE,2025-08-11T12:47:02.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,234.0
500OH00000aEPjQYAW,False,,21667964,003G0000018f6b4IAA,0010A000002wOYMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,series guide,Medium,F vs N vs QFW series. reviewed chart.,True,2025-08-11T14:38:05.000+0000,False,False,005OH000006uYrkYAE,2025-08-11T14:17:15.000+0000,005OH000006uYrkYAE,2025-08-11T14:38:05.000+0000,005OH000006uYrkYAE,2025-08-11T14:38:05.000+0000,(416)818-8734,(416) 818-8734,david.andreoli@lazarwealth.com,(416)445-0363,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,234.0
500OH00000aEkpZYAS,False,,21674359,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,paperwork,Medium,"application, TARI, T2151... anything else",True,2025-08-11T16:11:32.000+0000,False,False,005OH000006uYrkYAE,2025-08-11T15:58:33.000+0000,005OH000006uYrkYAE,2025-08-11T16:11:32.000+0000,005OH000006uYrkYAE,2025-08-11T16:11:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,234.0
500OH00000aEyvlYAC,False,,21676668,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,agent will email me. ref # 04981320,True,2025-08-11T16:59:21.000+0000,False,False,005OH000006uYrkYAE,2025-08-11T16:34:13.000+0000,005OH000006uYrkYAE,2025-08-11T16:59:21.000+0000,005OH000006uYrkYAE,2025-08-11T16:59:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,234.0
500OH00000aFDhmYAG,False,,21678395,0031600002N21EbAAJ,0010A000002wNbTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,corporate US funds,Medium,will send paperwork to HO for processing.,True,2025-08-11T17:09:04.000+0000,False,False,005OH000006uYrkYAE,2025-08-11T17:01:41.000+0000,005OH000006uYrkYAE,2025-08-11T17:09:05.000+0000,005OH000006uYrkYAE,2025-08-11T17:09:05.000+0000,(647)249-6237,(647) 588-0132,mariano@multigenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,234.0
500OH00000aFebVYAS,False,,21682387,003G0000018f7xYIAQ,0010A000002wQ3jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,,True,2025-08-11T18:48:24.000+0000,False,False,005OH000006uYruYAE,2025-08-11T18:02:07.000+0000,005OH000006uYruYAE,2025-08-12T17:38:35.000+0000,005OH000006uYruYAE,2025-08-12T17:38:35.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,234.0
500OH00000aFlRjYAK,False,,21684670,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,OFI will follow up in a couple days to see if it's been processed.,True,2025-08-11T18:41:07.000+0000,False,False,005OH000006uYrkYAE,2025-08-11T18:36:29.000+0000,005OH000006uYrkYAE,2025-08-11T18:41:07.000+0000,005OH000006uYrkYAE,2025-08-11T18:41:07.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,234.0
500OH00000aHwVwYAK,False,,21699614,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,reviewed emails from back in May. require plan KYC.s,True,2025-08-12T13:45:21.000+0000,False,False,005OH000006uYrkYAE,2025-08-12T13:38:08.000+0000,005OH000006uYrkYAE,2025-08-12T13:45:21.000+0000,005OH000006uYrkYAE,2025-08-12T13:45:21.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,233.0
500OH00000aITrfYAG,False,,21703022,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-08-12T14:51:22.000+0000,False,False,005OH000006uYrkYAE,2025-08-12T14:50:48.000+0000,005OH000006uYrkYAE,2025-08-12T14:51:23.000+0000,005OH000006uYrkYAE,2025-08-12T14:51:23.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,233.0
500OH00000aIggxYAC,False,,21708166,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,reviewed process. cannot submit with saved signatures.,True,2025-08-12T16:31:43.000+0000,False,False,005OH000006uYrkYAE,2025-08-12T16:24:55.000+0000,005OH000006uYrkYAE,2025-08-12T16:31:43.000+0000,005OH000006uYrkYAE,2025-08-12T16:31:43.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,233.0
500OH00000aIjbTYAS,False,,21706992,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-08-12T16:08:52.000+0000,False,False,005OH000006uYrkYAE,2025-08-12T16:03:37.000+0000,005OH000006uYrkYAE,2025-08-12T16:08:53.000+0000,005OH000006uYrkYAE,2025-08-12T16:08:53.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,233.0
500OH00000aIsy6YAC,False,,21707708,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,will email me all docs adn VOID,True,2025-08-12T16:22:09.000+0000,False,False,005OH000006uYrkYAE,2025-08-12T16:16:21.000+0000,005OH000006uYrkYAE,2025-08-12T16:22:09.000+0000,005OH000006uYrkYAE,2025-08-12T16:22:09.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,233.0
500OH00000aJ4uSYAS,False,,21710763,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,how to save and send PDF doc,True,2025-08-12T17:18:50.000+0000,False,False,005OH000006uYrkYAE,2025-08-12T17:11:15.000+0000,005OH000006uYrkYAE,2025-08-12T17:18:50.000+0000,005OH000006uYrkYAE,2025-08-12T17:18:50.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,233.0
500OH00000aJkaKYAS,False,,21719565,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,confirmed acct still active. made plan active on IC. still within 6 months,True,2025-08-12T19:56:44.000+0000,False,False,005OH000006uYrkYAE,2025-08-12T19:45:44.000+0000,005OH000006uYrkYAE,2025-08-12T19:56:44.000+0000,005OH000006uYrkYAE,2025-08-12T19:56:44.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,233.0
500OH00000aJu6eYAC,False,,21720274,0030A0000029lOPQAY,0010A000002w8Z9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-08-12T20:04:31.000+0000,False,False,005OH000006uYruYAE,2025-08-12T19:59:02.000+0000,005OH000006uYruYAE,2025-08-13T17:26:44.000+0000,005OH000006uYruYAE,2025-08-13T17:26:44.000+0000,(204)367-9572,,steve@onyxfinancial.ca,(204)367-9068,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,233.0
500OH00000aNVpbYAG,False,,21735553,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"one time EFT/PAC confirmed by fund company. walked through how to submit, and field to add notes on IC.",True,2025-08-13T15:44:16.000+0000,False,False,005OH000006uYrkYAE,2025-08-13T15:34:31.000+0000,005OH000006uYrkYAE,2025-08-13T15:44:16.000+0000,005OH000006uYrkYAE,2025-08-13T15:44:16.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,232.0
500OH00000aO1mMYAS,False,,21744524,003G0000018f7wwIAA,0010A000002wQ37QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-08-13T18:25:48.000+0000,False,False,005OH000006uYruYAE,2025-08-13T18:18:52.000+0000,005OH000006uYruYAE,2025-08-13T18:25:48.000+0000,005OH000006uYruYAE,2025-08-13T18:25:48.000+0000,(204)946-2588,(204) 479-3268,carolyn@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,232.0
500OH00000aOR5bYAG,False,,21746250,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-08-13T18:49:26.000+0000,False,False,005OH000006uYrkYAE,2025-08-13T18:48:50.000+0000,005OH000006uYrkYAE,2025-08-13T18:49:26.000+0000,005OH000006uYrkYAE,2025-08-13T18:49:26.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,232.0
500OH00000aOXpTYAW,False,,21750943,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,LM,True,2025-08-13T20:18:08.000+0000,False,False,005OH000006uYrkYAE,2025-08-13T20:16:20.000+0000,005OH000006uYrkYAE,2025-08-13T20:18:08.000+0000,005OH000006uYrkYAE,2025-08-13T20:18:08.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,232.0
500OH00000aOqYeYAK,False,,21751097,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed banking.,True,2025-08-13T20:25:44.000+0000,False,False,005OH000006uYrkYAE,2025-08-13T20:19:36.000+0000,005OH000006uYrkYAE,2025-08-13T20:25:45.000+0000,005OH000006uYrkYAE,2025-08-13T20:25:45.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,232.0
500OH00000aQYfgYAG,False,,21759787,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-08-14T13:48:36.000+0000,False,False,005OH000006uYrkYAE,2025-08-14T13:39:47.000+0000,005OH000006uYrkYAE,2025-08-14T13:48:36.000+0000,005OH000006uYrkYAE,2025-08-14T13:48:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,231.0
500OH00000aUFLEYA4,False,,21788884,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,corp plan. follw up with fund companies; advised where to locate CL ones on IC.,True,2025-08-15T14:18:51.000+0000,False,False,005OH000006uYrkYAE,2025-08-15T14:14:08.000+0000,005OH000006uYrkYAE,2025-08-15T14:18:51.000+0000,005OH000006uYrkYAE,2025-08-15T14:18:51.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,230.0
500OH00000aVt3XYAS,False,,21806349,003G0000018f6ocIAA,0010A000002wOqMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,LTA on file- advisor can initial.,True,2025-08-15T20:29:27.000+0000,False,False,005OH000006uYrkYAE,2025-08-15T20:20:41.000+0000,005OH000006uYrkYAE,2025-08-15T20:29:28.000+0000,005OH000006uYrkYAE,2025-08-15T20:29:28.000+0000,(416)254-7128,(647) 218-7128,chau.chan@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,230.0
500OH00000aVt8LYAS,False,,21805985,003G0000018f6ocIAA,0010A000002wOqMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,"confirmed box to be checked off, and initial required.",True,2025-08-15T20:20:23.000+0000,False,False,005OH000006uYrkYAE,2025-08-15T20:10:28.000+0000,005OH000006uYrkYAE,2025-08-15T20:20:23.000+0000,005OH000006uYrkYAE,2025-08-15T20:20:23.000+0000,(416)254-7128,(647) 218-7128,chau.chan@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,230.0
500OH00000aaSyvYAE,False,,21825994,003G0000018f80cIAA,0010A000002wQ6WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-08-18T16:29:46.000+0000,False,False,005OH000006uYreYAE,2025-08-18T16:27:23.000+0000,005OH000006uYreYAE,2025-08-18T16:29:46.000+0000,005OH000006uYreYAE,2025-08-18T16:29:46.000+0000,,,info@bayneswhite.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYreYAE,,,,,,,0.0,0.0,0.0,,False,227.0
500OH00000aaTLNYA2,False,,21823004,003G0000018f80cIAA,0010A000002wQ6WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,"They do not administer these plans, we need to check with where the forms were sent to inquire.",True,2025-08-18T15:59:26.000+0000,False,False,005OH000006uYreYAE,2025-08-18T15:38:55.000+0000,005OH000006uYreYAE,2025-08-18T15:59:26.000+0000,005OH000006uYreYAE,2025-08-18T15:59:26.000+0000,,,info@bayneswhite.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYreYAE,,,,,,,0.0,0.0,0.0,,False,227.0
500OH00000aaVINYA2,False,,21824444,003G0000018f80cIAA,0010A000002wQ6WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,Discussed with Jennifer. Going to investigate further.,True,2025-08-18T16:26:54.000+0000,False,False,005OH000006uYreYAE,2025-08-18T16:02:09.000+0000,005OH000006uYreYAE,2025-08-18T16:26:54.000+0000,005OH000006uYreYAE,2025-08-18T16:26:54.000+0000,,,info@bayneswhite.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYreYAE,,,,,,,0.0,0.0,0.0,,False,227.0
500OH00000aahg2YAA,False,,21824300,0030A0000029oQdQAI,0010A000002wB4mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,"many errors on paperwork; not submitted through workspace. field requested acct to be made inactive, and client will resign new paperwork.",True,2025-08-18T16:05:25.000+0000,False,False,005OH000006uYrkYAE,2025-08-18T15:59:52.000+0000,005OH000006uYrkYAE,2025-08-18T16:05:25.000+0000,005OH000006uYrkYAE,2025-08-18T16:05:25.000+0000,(905)570-1200X223,,shawn.smith@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,227.0
500OH00000aaqLGYAY,False,,21830311,003G0000018f80cIAA,0010A000002wQ6WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,,True,2025-08-18T17:44:10.000+0000,False,False,005OH000006uYreYAE,2025-08-18T17:41:20.000+0000,005OH000006uYreYAE,2025-08-18T17:44:10.000+0000,005OH000006uYreYAE,2025-08-18T17:44:10.000+0000,,,info@bayneswhite.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYreYAE,,,,,,,0.0,0.0,0.0,,False,227.0
500OH00000abPHQYA2,False,,21838283,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,provided Q # and general inquiry email,True,2025-08-18T20:05:55.000+0000,False,False,005OH000006uYrkYAE,2025-08-18T19:55:31.000+0000,005OH000006uYrkYAE,2025-08-18T20:05:55.000+0000,005OH000006uYrkYAE,2025-08-18T20:05:55.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,227.0
500OH00000abQgPYAU,False,,21836000,0030A000002C5EzQAK,0010A000002ycq8QAA,,,todd.elliott@servus.ca,,,,012OH000000ijW5YAI,Open,,Email,,[EXT] Re: Client ID: 526700268,Medium,"Hello, My son is currently enrolled in University, and we need to initiate an EAP request. Please fwd the necessary forms. Regards, Todd Elliott (spouse of Jessica Elliott) Todd Elliott (he/him) CFP® Insurance Specialist | Wealth Management
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This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
<https://us-phishalarm-ewt.proofpoint.com/EWT/v1/HMCOyEk!2Oh2947kXT_8NOTKz2uZqx43cxX4t24zDiOkxuOThLQDOyCb-CXQIFaTQ-F8uJ78ooZn4MvXxWheEanqGUMFswd5h2U8A3_8Ly5V82j25tRNFoKUGW-_UrdZCGrglRpYqBKYAEm-yOWfKvYgFDayO_57Tg$>
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Hello,

My son is currently enrolled in University, and we need to initiate an EAP request.

Please fwd the necessary forms.

Regards,
Todd Elliott
(spouse of Jessica Elliott)
Todd Elliott
(he/him)
CFP®
Insurance Specialist
|
Wealth Management
T:
780.638.8195
servus.ca<https://urldefense.com/v3/__https://www.servus.ca/__;!!HMCOyEk!ZibA6bzu6yTpxhBZCfKWaRYHZaOwT5B9M2o7bJI2vfrwtEkW3gu9K6WIALNwl4yiru1uVK9HvIUPczWxVlT2fpXfae45plH6junlSg$>
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Bonnie Doon Banking Centre
300‑8723 82 Avenue
Edmonton
,
Alberta
,
T6C 0Y9
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 ",False,,False,False,005OH000003pdnBYAQ,2025-08-18T19:15:10.000+0000,005OH000003pdnBYAQ,2025-08-18T19:15:11.000+0000,005OH000003pdnBYAQ,2025-08-18T19:15:11.000+0000,(780)638-8612,,todd.elliott@servus.ca,(780)420-0734,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003pdnBYAQ,,,,,,,0.0,0.0,0.0,,False,227.0
500OH00000abl1fYAA,False,,21841262,0030A0000029hicQAA,0010A000002w5YYQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Eligibility - Student eligibility,Medium,,True,2025-08-18T21:09:14.000+0000,False,False,0055o000002I19tAAC,2025-08-18T20:55:00.000+0000,0055o000002I19tAAC,2025-08-18T21:09:14.000+0000,0055o000002I19tAAC,2025-08-18T21:09:14.000+0000,(250)927-1959,,marc@pacificchoicefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,227.0
500OH00000adOSLYA2,False,,21849314,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,called fidelity to confirm requirements for back up documentation requested. provided redemption paperwork with sig guarantee. faxed to fidelity. call ref # 2166466,True,2025-08-19T14:18:04.000+0000,False,False,005OH000006uYrkYAE,2025-08-19T14:02:51.000+0000,005OH000006uYrkYAE,2025-08-19T14:18:04.000+0000,005OH000006uYrkYAE,2025-08-19T14:18:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,226.0
500OH00000adxy0YAA,False,,21858482,0030A0000029ZnkQAE,0010A000002vz23QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,payment was for wrong amount. client is upset. will reach out to adjustment team.,True,2025-08-19T17:03:23.000+0000,False,False,005OH000006uYrkYAE,2025-08-19T16:57:21.000+0000,005OH000006uYrkYAE,2025-08-19T17:03:23.000+0000,005OH000006uYrkYAE,2025-08-19T17:03:23.000+0000,(416)231-1837,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,226.0
500OH00000aeey8YAA,False,,21869249,0030A000008WAhSQAW,0010A000009QUhyQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed redemption for RESP. clients will call in to verify address.,True,2025-08-19T20:12:15.000+0000,False,False,005OH000006uYrkYAE,2025-08-19T20:07:42.000+0000,005OH000006uYrkYAE,2025-08-19T20:12:15.000+0000,005OH000006uYrkYAE,2025-08-19T20:12:15.000+0000,(289)554-0444,,mitch@policycanuck.com,(289)554-0444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,226.0
500OH00000agp4cYAA,False,,21881658,0030A0000029g9wQAA,0010A000002w4DsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,,True,2025-08-20T15:06:49.000+0000,False,False,005OH000006uYruYAE,2025-08-20T14:56:04.000+0000,005OH000006uYruYAE,2025-08-20T15:29:30.000+0000,005OH000006uYruYAE,2025-08-20T15:29:30.000+0000,(519)885-5177X1201,,rob@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,225.0
500OH00000agwSgYAI,False,,21883614,003G0000018f6b4IAA,0010A000002wOYMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,RIF and LIF,Medium,VM regarding what is required for RIF adn LIF. CL ID provided.,True,2025-08-20T15:34:35.000+0000,False,False,005OH000006uYrkYAE,2025-08-20T15:32:59.000+0000,005OH000006uYrkYAE,2025-08-20T15:34:35.000+0000,005OH000006uYrkYAE,2025-08-20T15:34:35.000+0000,(416)818-8734,(416) 818-8734,david.andreoli@lazarwealth.com,(416)445-0363,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,225.0
500OH00000ahO0sYAE,False,,21893362,003OH000009QsUIYA0,001OH00000BS9VAYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2025-08-20T18:56:10.000+0000,False,False,005OH00000A41J7YAJ,2025-08-20T18:33:37.000+0000,005OH00000A41J7YAJ,2025-08-20T18:56:10.000+0000,005OH00000A41J7YAJ,2025-08-20T18:56:10.000+0000,(506)546-6056,,contact@sfml.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000A41J7YAJ,,,,,,,0.0,0.0,0.0,,False,225.0
500OH00000ahxMjYAI,False,,21898039,003G0000018f7I6IAI,0010A000002wPNMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,BIF,Medium,confirmed name of signing auth,True,2025-08-20T20:06:32.000+0000,False,False,005OH000006uYrkYAE,2025-08-20T20:00:57.000+0000,005OH000006uYrkYAE,2025-08-20T20:06:32.000+0000,005OH000006uYrkYAE,2025-08-20T20:06:32.000+0000,(647)277-1186X700,(416) 824-6072,christopher@dewdney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,225.0
500OH00000amy8QYAQ,False,,21935248,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed what is required from field to satisfy NIGO,True,2025-08-22T13:56:37.000+0000,False,False,005OH000006uYrkYAE,2025-08-22T13:48:58.000+0000,005OH000006uYrkYAE,2025-08-22T13:56:38.000+0000,005OH000006uYrkYAE,2025-08-22T13:56:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,223.0
500OH00000anPFBYA2,False,,21943947,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,no message,Medium,,True,2025-08-22T17:01:14.000+0000,False,False,005OH000006uYrkYAE,2025-08-22T17:00:39.000+0000,005OH000006uYrkYAE,2025-08-22T17:01:15.000+0000,005OH000006uYrkYAE,2025-08-22T17:01:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,223.0
500OH00000anSCvYAM,False,,21941020,0030A0000029oSlQAI,0010A000002wB6VQAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Client wanted to know the premium per age band. Information sent out via email.,True,2025-08-22T15:58:27.000+0000,False,False,005OH000006wbdFYAQ,2025-08-22T15:58:27.000+0000,005OH000006wbdFYAQ,2025-08-22T15:58:55.000+0000,005OH000006wbdFYAQ,2025-08-22T15:58:55.000+0000,(778)809-0356,,hello@justinmanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wbdFYAQ,,,,,,,0.0,0.0,0.0,,False,223.0
500OH00000ao5ZHYAY,False,,21949794,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Income,Medium,will follow up via email if something addtional is required.,True,2025-08-22T19:12:39.000+0000,False,False,005OH000006uYrkYAE,2025-08-22T19:00:31.000+0000,005OH000006uYrkYAE,2025-08-22T19:12:39.000+0000,005OH000006uYrkYAE,2025-08-22T19:12:39.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,223.0
500OH00000as6WnYAI,False,,21961597,003OH00000SdaWhYAJ,001OH00000YrXfGYAV,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-09-12T18:10:33.000+0000,False,False,005OH000006uYruYAE,2025-08-25T12:51:15.000+0000,005OH000006uYruYAE,2025-09-12T18:10:33.000+0000,005OH000006uYruYAE,2025-09-12T18:10:33.000+0000,(306)244-0949X206,,mackenzie.kerr@wiegers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,220.0
500OH00000asWuEYAU,False,,21965527,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,erin is assisting. no action required.,True,2025-08-25T14:22:59.000+0000,False,False,005OH000006uYrkYAE,2025-08-25T14:21:08.000+0000,005OH000006uYrkYAE,2025-08-25T14:22:59.000+0000,005OH000006uYrkYAE,2025-08-25T14:22:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,220.0
500OH00000asea6YAA,False,,21969278,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,will send email with error codes.,True,2025-08-25T15:31:34.000+0000,False,False,005OH000006uYrkYAE,2025-08-25T15:27:28.000+0000,005OH000006uYrkYAE,2025-08-25T15:31:35.000+0000,005OH000006uYrkYAE,2025-08-25T15:31:35.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,220.0
500OH00000atE0pYAE,False,,21977022,003G0000018f6ocIAA,0010A000002wOqMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,he called to say thank you.,True,2025-08-25T17:35:41.000+0000,False,False,005OH000006uYrkYAE,2025-08-25T17:33:11.000+0000,005OH000006uYrkYAE,2025-08-25T17:35:41.000+0000,005OH000006uYrkYAE,2025-08-25T17:35:41.000+0000,(416)254-7128,(647) 218-7128,chau.chan@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,220.0
500OH00000atl83YAA,False,,21984209,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed process for NIGO. will send me another one by email,True,2025-08-25T19:42:22.000+0000,False,False,005OH000006uYrkYAE,2025-08-25T19:35:47.000+0000,005OH000006uYrkYAE,2025-08-25T19:42:22.000+0000,005OH000006uYrkYAE,2025-08-25T19:42:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,220.0
500OH00000avKV7YAM,False,,21993416,003G0000018f75QIAQ,0010A000002wP8kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,redemption verify. requested to call back via whatsapp,True,2025-08-26T12:36:29.000+0000,False,False,005OH000006uYrkYAE,2025-08-26T12:35:31.000+0000,005OH000006uYrkYAE,2025-08-26T12:36:29.000+0000,005OH000006uYrkYAE,2025-08-26T12:36:29.000+0000,(905)660-9414,(416) 903-5760,pedro.menjivar@makelafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,219.0
500OH00000awrs1YAA,False,,22013993,0035o000004IbR4AAK,0015o000004rnOiAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,would like to talk to someone about the redemption pollicy.,True,2025-08-26T19:33:06.000+0000,False,False,005OH000006uYrkYAE,2025-08-26T19:26:40.000+0000,005OH000006uYrkYAE,2025-08-26T19:33:07.000+0000,005OH000006uYrkYAE,2025-08-26T19:33:07.000+0000,(416)234-1768,,joe@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,219.0
500OH00000ax7C1YAI,False,,22017383,0030A00000BReXvQAL,0010A00000C1py9QAB,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,PAC,Medium,unable to stop PAC; provided assistance.,True,2025-08-26T20:34:52.000+0000,False,False,005OH000006uYrkYAE,2025-08-26T20:33:54.000+0000,005OH000006uYrkYAE,2025-08-26T20:34:52.000+0000,005OH000006uYrkYAE,2025-08-26T20:34:52.000+0000,(905)264-9205X231,,chrisc@gentilefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,219.0
500OH00000az3QvYAI,False,,22028775,0031600002N21EbAAJ,0010A000002wNbTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund merger/questions,Medium,no case # received. no acct #. unable to look up on fundserv. will follow up with fidelity in 24 hours if nothing has been received. field will also notify if they are provided a case #.,True,2025-08-27T15:06:38.000+0000,False,False,005OH000006uYrkYAE,2025-08-27T14:58:53.000+0000,005OH000006uYrkYAE,2025-08-27T15:06:38.000+0000,005OH000006uYrkYAE,2025-08-27T15:06:38.000+0000,(647)249-6237,(647) 588-0132,mariano@multigenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,218.0
500OH00000az3cBYAQ,False,,22030721,003G0000018f6QWIAY,0010A000002wOMsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption verify,Medium,VM to call back,True,2025-08-27T15:39:41.000+0000,False,False,005OH000006uYrkYAE,2025-08-27T15:35:06.000+0000,005OH000006uYrkYAE,2025-08-27T15:39:41.000+0000,005OH000006uYrkYAE,2025-08-27T15:39:41.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,218.0
500OH00000azE7pYAE,False,,22030738,003G0000018f6QWIAY,0010A000002wOMsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,redemption verify,Medium,confirmed redemption amount to acct ending 064,True,2025-08-27T15:39:15.000+0000,False,False,005OH000006uYrkYAE,2025-08-27T15:35:26.000+0000,005OH000006uYrkYAE,2025-08-27T15:39:15.000+0000,005OH000006uYrkYAE,2025-08-27T15:39:15.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,218.0
500OH00000b2EG5YAM,False,,22056168,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund merger/questions,Medium,not able to hear,True,2025-08-28T14:53:10.000+0000,False,False,005OH000006uYrkYAE,2025-08-28T14:49:57.000+0000,005OH000006uYrkYAE,2025-08-28T14:53:10.000+0000,005OH000006uYrkYAE,2025-08-28T14:53:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,217.0
500OH00000b2F8vYAE,False,,22056335,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,is any paperwork required to stop PAC? NO. field can call to cancel.,True,2025-08-28T15:02:19.000+0000,False,False,005OH000006uYrkYAE,2025-08-28T14:53:21.000+0000,005OH000006uYrkYAE,2025-08-28T15:02:19.000+0000,005OH000006uYrkYAE,2025-08-28T15:02:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,217.0
500OH00000b2SkTYAU,False,,22059496,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer's credit card had expired, but they had already provided new credit card information and had a charge go through on the new card. The agent was able to verify that the customer's account was in good standing and the letter about the expired card was likely sent before the issue was resolved. The agent confirmed that the customer's plan is in force and approved.",True,2025-08-28T16:03:09.000+0000,False,False,005OH000005ZpeHYAS,2025-08-28T15:55:03.000+0000,005OH000005ZpeHYAS,2025-08-28T16:03:09.000+0000,005OH000005ZpeHYAS,2025-08-28T16:03:09.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005ZpeHYAS,,,,,,,0.0,0.0,0.0,,False,217.0
500OH00000b4n6jYAA,False,,22080669,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund merger/questions,Medium,,True,2025-08-29T13:59:13.000+0000,False,False,005OH000006uYrkYAE,2025-08-29T13:49:49.000+0000,005OH000006uYrkYAE,2025-08-29T13:59:13.000+0000,005OH000006uYrkYAE,2025-08-29T13:59:13.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,216.0
500OH00000b539eYAA,False,,22080494,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,redemption has not been processed yet. i will call fund company to inquire.,True,2025-08-29T13:49:27.000+0000,False,False,005OH000006uYrkYAE,2025-08-29T13:45:23.000+0000,005OH000006uYrkYAE,2025-08-29T13:49:27.000+0000,005OH000006uYrkYAE,2025-08-29T13:49:27.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,216.0
500OH00000b5EoJYAU,False,,22086123,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,confirmed paperwork received and is being processed.,True,2025-08-29T16:05:16.000+0000,False,False,005OH000006uYrkYAE,2025-08-29T15:51:56.000+0000,005OH000006uYrkYAE,2025-08-29T16:05:17.000+0000,005OH000006uYrkYAE,2025-08-29T16:05:17.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,216.0
500OH00000b5UrOYAU,False,,22086026,003G0000018f73GIAQ,0010A000002wP6aQAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,RESP withdrawal,Medium,requesting follow up,True,2025-08-29T15:51:14.000+0000,False,False,005OH000006uYrkYAE,2025-08-29T15:50:18.000+0000,005OH000006uYrkYAE,2025-08-29T15:51:15.000+0000,005OH000006uYrkYAE,2025-08-29T15:51:15.000+0000,(289)932-2396,,mark@springrocc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,216.0
500OH00000b5VkHYAU,False,,22087151,003G0000018f73GIAQ,0010A000002wP6aQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,FA called regarding redemption. would like apology letter issued. will send request to adjustment team.,True,2025-08-29T16:20:24.000+0000,False,False,005OH000006uYrkYAE,2025-08-29T16:12:51.000+0000,005OH000006uYrkYAE,2025-08-29T16:20:24.000+0000,005OH000006uYrkYAE,2025-08-29T16:20:24.000+0000,(289)932-2396,,mark@springrocc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,216.0
500OH00000b5WJiYAM,False,,22089015,0030A0000029kSBQAY,0010A000002w7nlQAA,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Dental Claims / Estimates - Routine,Medium,,True,2025-08-29T17:28:12.000+0000,False,False,0055o000002I19tAAC,2025-08-29T16:52:26.000+0000,0055o000002I19tAAC,2025-08-29T17:28:13.000+0000,0055o000002I19tAAC,2025-08-29T17:28:13.000+0000,(418)335-7373,,richard@sfrc.ca,(418)335-6071,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,216.0
500OH00000b5gFuYAI,False,,22090976,0030A0000029mMrQAI,0010A000002w9MaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Inquiry,Medium,,True,2025-08-29T17:38:03.000+0000,False,False,005OH000006uYsAYAU,2025-08-29T17:33:57.000+0000,005OH000006uYsAYAU,2025-08-29T17:38:03.000+0000,005OH000006uYsAYAU,2025-08-29T17:38:03.000+0000,(514)353-3230,,martin.st-pierre@agc.inalco.com,(514)351-9277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYsAYAU,,,,,,,0.0,0.0,0.0,,False,216.0
500OH00000b5sleYAA,False,,22093610,003G0000018f7lRIAQ,0010A000002wPrpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-08-29T18:30:55.000+0000,False,False,005OH000006uYrkYAE,2025-08-29T18:29:44.000+0000,005OH000006uYrkYAE,2025-08-29T18:30:55.000+0000,005OH000006uYrkYAE,2025-08-29T18:30:55.000+0000,(902)446-3900,(902) 449-5855,mark@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,216.0
500OH00000b5ymEYAQ,False,,22093056,,0010A000002w8guQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer is looking to convert her husband's group insurance plan to an individual plan as his plan will no longer be active starting September 1st. The agent explains the process and timeline for the conversion, and the customer agrees to provide the necessary details once she is able to reach her husband. The agent provides their contact information and indicates they will be available until 5:30 pm to assist the customer further.",True,2025-08-29T18:18:42.000+0000,False,False,005OH000000n5crYAA,2025-08-29T18:18:42.000+0000,005OH000000n5crYAA,2025-08-29T18:18:42.000+0000,005OH000000n5crYAA,2025-08-29T18:18:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000n5crYAA,,,,,,,0.0,0.0,0.0,,False,216.0
500OH00000b68NPYAY,False,,22094889,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed redemption being processed. ref 5007253,True,2025-08-29T19:16:31.000+0000,False,False,005OH000006uYrkYAE,2025-08-29T18:57:33.000+0000,005OH000006uYrkYAE,2025-08-29T19:16:31.000+0000,005OH000006uYrkYAE,2025-08-29T19:16:31.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,216.0
500OH00000bBmKGYA0,False,,22113459,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,Fa sent paperwork for AWD. not able to locate in client file. will resend.,True,2025-09-02T15:04:08.000+0000,False,False,005OH000006uYrkYAE,2025-09-02T14:59:37.000+0000,005OH000006uYrkYAE,2025-09-02T15:04:09.000+0000,005OH000006uYrkYAE,2025-09-02T15:04:09.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,212.0
500OH00000bBvXBYA0,False,,22112473,003OH000009QsUEYA0,001OH00000BS9V6YAL,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up call,Medium,follow up VM to email sent Friday.,True,2025-09-02T14:42:36.000+0000,False,False,005OH000006uYrkYAE,2025-09-02T14:41:55.000+0000,005OH000006uYrkYAE,2025-09-02T14:42:36.000+0000,005OH000006uYrkYAE,2025-09-02T14:42:36.000+0000,(902)456-3960,,jack@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,212.0
500OH00000bC1r5YAC,False,,22114654,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,"advisor would like ot submit adj request for difference in amount received, to paperwork signed.",True,2025-09-02T15:29:44.000+0000,False,False,005OH000006uYrkYAE,2025-09-02T15:19:24.000+0000,005OH000006uYrkYAE,2025-09-02T15:29:44.000+0000,005OH000006uYrkYAE,2025-09-02T15:29:44.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,212.0
500OH00000bCRyPYAW,False,,22118521,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,only partial VM.,True,2025-09-02T16:25:43.000+0000,False,False,005OH000006uYrkYAE,2025-09-02T16:25:02.000+0000,005OH000006uYrkYAE,2025-09-02T16:25:43.000+0000,005OH000006uYrkYAE,2025-09-02T16:25:43.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,212.0
500OH00000bCqNLYA0,False,,22126498,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,called to confirm bene on plan and date jack was added.,True,2025-09-02T18:52:24.000+0000,False,False,005OH000006uYrkYAE,2025-09-02T18:37:46.000+0000,005OH000006uYrkYAE,2025-09-02T18:52:24.000+0000,005OH000006uYrkYAE,2025-09-02T18:52:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,212.0
500OH00000bEoEEYA0,False,,22139885,003G0000018f77gIAA,0010A000002wPB0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,paperwork not yet submitted. FA to cc me on paperwork submitted.,True,2025-09-03T13:01:59.000+0000,False,False,005OH000006uYrkYAE,2025-09-03T12:54:39.000+0000,005OH000006uYrkYAE,2025-09-03T13:01:59.000+0000,005OH000006uYrkYAE,2025-09-03T13:01:59.000+0000,(416)254-7128X227,(416) 525-6206,brian.bigman@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,211.0
500OH00000bFFCmYAO,False,,22146789,0031600002SzRJUAA3,0010A000002wNy1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,,True,2025-09-03T15:30:52.000+0000,False,False,005OH000006uYruYAE,2025-09-03T15:20:04.000+0000,005OH000006uYruYAE,2025-09-03T15:30:52.000+0000,005OH000006uYruYAE,2025-09-03T15:30:52.000+0000,(204)325-7203,(204) 362-7383,peter@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,211.0
500OH00000bFNv8YAG,False,,22149322,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-09-03T16:07:07.000+0000,False,False,005OH000006uYrkYAE,2025-09-03T16:05:33.000+0000,005OH000006uYrkYAE,2025-09-03T16:07:07.000+0000,005OH000006uYrkYAE,2025-09-03T16:07:07.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,211.0
500OH00000bFY2XYAW,False,,22150167,003G0000018f6ZYIAY,0010A000002wOWdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-09-03T16:25:18.000+0000,False,False,005OH000006uYruYAE,2025-09-03T16:20:14.000+0000,005OH000006uYruYAE,2025-09-04T18:17:05.000+0000,005OH000006uYruYAE,2025-09-04T18:17:05.000+0000,(519)885-5177,(519) 983-0165,derek@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,211.0
500OH00000bFmLfYAK,False,,22154979,0035o000005HvTHAA0,0015o000005qqQ9AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed one time EFT's are permitted.,True,2025-09-03T17:50:07.000+0000,False,False,005OH000006uYrkYAE,2025-09-03T17:42:59.000+0000,005OH000006uYrkYAE,2025-09-03T17:50:07.000+0000,005OH000006uYrkYAE,2025-09-03T17:50:07.000+0000,(905)419-5372,(905) 914-2161,amanda.basque@qandlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,211.0
500OH00000bGOc9YAG,False,,22159879,,0015o000003wV6PAAU,,,adminihs@canadalife.com,,,,0125o0000004MjyAAE,Closed,,Email,,FW: [EXT] Re: Company Paid Form / Third Party Payor – Policy #31567138,Medium,"Hello,

Please see the email below sent from Call Centre.


Sincerely,


Ruth Aguilera (she/her)
Business Support Associate| Individual Health Services | Freedom Experience


Phone 1-800-565-4066
ruth.aguilera@canadalife.com<mailto:ruth.aguilera@canadalife.com>

[A screenshot of a cell phone  Description automatically generated]<https://www.canadalife.com/>




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From: Freedom Health <callcentreihs@securecl.canadalife.com>
Sent: September 3, 2025 1:34 PM
To: AdminIHS <AdminIHS@canadalife.com>
Subject: RE: [EXT] Re: Company Paid Form / Third Party Payor – Policy #31567138

[CL_Bilingual]
[cid:172810262519970717-100002]
You have received a secure email from Canada Life.
Vous avez reçu un courriel sécurisé de la Canada Vie.
Click here/Cliquez ici<https://encrypted.canadalife.com/formpostdir/securereader?id=wb-vECeH_5sCWy07zJ5G5Z1XfghEDnRY&brand=2c024622f027877e11> by 2025-09-24 12:34 CDT

After this date you'll need to open the attachment.
Après cette date, vous devrez ouvrir la pièce jointe
For help, please refer to our Secure Email Service guide./Pour obtenir de l'aide, veuillez consulter notre guide du service de messagerie électronique sécurisé.<https://www.canadalife.com/content/dam/canadalife/documents/ext-files/canada-life-secure-email-service-guide.pdf>
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Secured by Proofpoint Encryption, Copyright © 2009-2025 Proofpoint, Inc. All rights reserved.",True,2026-03-17T18:27:05.000+0000,False,False,005OH000006uyEGYAY,2025-09-03T19:03:46.000+0000,005OH000003pdnBYAQ,2026-03-17T18:27:05.000+0000,005OH000006uyEGYAY,2026-03-17T18:27:05.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEGYAY,,,,,,,0.0,0.0,0.0,,False,211.0
500OH00000bLvZ9YAK,False,,22209240,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,will need to be submitted as complex with cover sheet,True,2025-09-05T15:43:47.000+0000,False,False,005OH000006uYrkYAE,2025-09-05T15:36:57.000+0000,005OH000006uYrkYAE,2025-09-05T15:43:47.000+0000,005OH000006uYrkYAE,2025-09-05T15:43:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,209.0
500OH00000bM7ggYAC,False,,22208965,0030A00000ArNAQQA3,0010A00000BRROeQAP,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-09-05T15:45:42.000+0000,False,False,005OH000006uYrvYAE,2025-09-05T15:31:34.000+0000,005OH000006uYrvYAE,2025-09-05T15:45:42.000+0000,005OH000006uYrvYAE,2025-09-05T15:45:42.000+0000,(519)337-6553X22,(519) 402-0829,myles.arton-smith@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrvYAE,,,,,,,0.0,0.0,0.0,,False,209.0
500OH00000bMXODYA4,False,,22213989,0030A0000029jnhQAA,0010A000002w7FVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,KYC,Medium,"provided link to hub, and blank form.",True,2025-09-05T17:15:53.000+0000,False,False,005OH000006uYrkYAE,2025-09-05T17:07:56.000+0000,005OH000006uYrkYAE,2025-09-05T17:15:53.000+0000,005OH000006uYrkYAE,2025-09-05T17:15:53.000+0000,(613)792-3352X104,(613) 797-4767,javery@averyfinancial.ca,(613)792-3391,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,209.0
500OH00000bRSmBYAW,False,,22237020,,0015o000006UQZRAA4,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer was trying to withdraw funds from their RSP account and inquired about any fees associated with the withdrawal. The agent indicated they would need to transfer the customer to the savings department to assist with that request. The customer also asked about how to get a physical benefits card, and the agent explained that physical cards are not commonly provided anymore, and the customer would need to access the information through an app or online. The agent provided some guidance on how to access the benefits information electronically.",True,2025-09-08T14:43:19.000+0000,False,False,0055o000001fjWBAAY,2025-09-08T14:39:07.000+0000,0055o000001fjWBAAY,2025-09-08T14:43:19.000+0000,0055o000001fjWBAAY,2025-09-08T14:43:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fjWBAAY,,,,,,,0.0,0.0,0.0,,False,206.0
500OH00000bRpsOYAS,False,,22244662,003G0000018f6iiIAA,0010A000002wOixQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,"NIGO issued. confirmed reason, and emailed to FA.",True,2025-09-08T17:12:25.000+0000,False,False,005OH000006uYrkYAE,2025-09-08T16:55:00.000+0000,005OH000006uYrkYAE,2025-09-08T17:12:25.000+0000,005OH000006uYrkYAE,2025-09-08T17:12:25.000+0000,(416)254-7128,,grace.chung@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,206.0
500OH00000bUu4OYAS,False,,22273989,003G0000018f77gIAA,0010A000002wPB0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,acct 64721926 redemption follow up,True,2025-09-09T15:23:49.000+0000,False,False,005OH000006uYrkYAE,2025-09-09T15:18:19.000+0000,005OH000006uYrkYAE,2025-09-09T15:23:50.000+0000,005OH000006uYrkYAE,2025-09-09T15:23:50.000+0000,(416)254-7128X227,(416) 525-6206,brian.bigman@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,205.0
500OH00000bV2d2YAC,False,,22274392,003G0000018f77gIAA,0010A000002wPB0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed it may be NIGO'd. email to field.,True,2025-09-09T15:38:58.000+0000,False,False,005OH000006uYrkYAE,2025-09-09T15:24:35.000+0000,005OH000006uYrkYAE,2025-09-09T15:38:59.000+0000,005OH000006uYrkYAE,2025-09-09T15:38:59.000+0000,(416)254-7128X227,(416) 525-6206,brian.bigman@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,205.0
500OH00000bVZYrYAO,False,,22279294,0031600002SzG23AAF,0010A000002wNxvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,confirmed redemption and banking,True,2025-09-09T16:50:20.000+0000,False,False,005OH000006uYrkYAE,2025-09-09T16:45:24.000+0000,005OH000006uYrkYAE,2025-09-09T16:50:21.000+0000,005OH000006uYrkYAE,2025-09-09T16:50:21.000+0000,(204)272-9670,(204) 228-8362,jeff.sadowski@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,205.0
500OH00000bVZvWYAW,False,,22281678,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed fax number to send transfer docs,True,2025-09-09T17:28:28.000+0000,False,False,005OH000006uYrkYAE,2025-09-09T17:26:13.000+0000,005OH000006uYrkYAE,2025-09-09T17:28:28.000+0000,005OH000006uYrkYAE,2025-09-09T17:28:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,205.0
500OH00000bVf4oYAC,False,,22281530,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-09-09T17:24:19.000+0000,False,False,005OH000006uYrkYAE,2025-09-09T17:23:41.000+0000,005OH000006uYrkYAE,2025-09-09T17:24:19.000+0000,005OH000006uYrkYAE,2025-09-09T17:24:19.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,205.0
500OH00000bVlBpYAK,False,,22281976,0030A0000029eJEQAY,0010A000002w2hsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,redemption- seg fund,True,2025-09-09T17:38:47.000+0000,False,False,005OH000006uYrkYAE,2025-09-09T17:31:03.000+0000,005OH000006uYrkYAE,2025-09-09T17:38:47.000+0000,005OH000006uYrkYAE,2025-09-09T17:38:47.000+0000,(250)727-9191,,,(250)727-3222,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,205.0
500OH00000bVm6OYAS,False,,22285713,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed email to send paperwork,True,2025-09-09T18:37:07.000+0000,False,False,005OH000006uYrkYAE,2025-09-09T18:31:43.000+0000,005OH000006uYrkYAE,2025-09-09T18:37:07.000+0000,005OH000006uYrkYAE,2025-09-09T18:37:07.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,205.0
500OH00000bVzA2YAK,False,,22287263,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed LAF authorized on plan,True,2025-09-09T19:20:55.000+0000,False,False,005OH000006uYrkYAE,2025-09-09T18:57:46.000+0000,005OH000006uYrkYAE,2025-09-09T19:20:56.000+0000,005OH000006uYrkYAE,2025-09-09T19:20:56.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,205.0
500OH00000bW8BiYAK,False,,22290343,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"how to enter TCP, Bene, Joint owner",True,2025-09-09T19:56:45.000+0000,False,False,005OH000006uYrkYAE,2025-09-09T19:50:28.000+0000,005OH000006uYrkYAE,2025-09-09T19:56:46.000+0000,005OH000006uYrkYAE,2025-09-09T19:56:46.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,205.0
500OH00000bY7ZfYAK,False,,22300533,003OH00000PWjI9YAL,0010A00000CI4g6QAD,,,,,,,01216000001BP8NAAW,Open,,Phone,,Technical Support,Medium,,False,,False,False,005OH000000CzPXYA0,2025-09-10T13:25:24.000+0000,005OH000000CzPXYA0,2025-09-10T13:27:08.000+0000,005OH000000CzPXYA0,2025-09-10T13:27:08.000+0000,,,Anne.CD.Clarke@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000CzPXYA0,,,,,,,0.0,0.0,0.0,,False,204.0
500OH00000bYO2lYAG,False,,22308517,0030A000008uy9bQAA,0010A000009pyHGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,RESP information,Medium,confirmed process to submit paperwork. will cc me on email.,True,2025-09-10T16:12:33.000+0000,False,False,005OH000006uYrkYAE,2025-09-10T16:01:51.000+0000,005OH000006uYrkYAE,2025-09-10T16:12:33.000+0000,005OH000006uYrkYAE,2025-09-10T16:12:33.000+0000,(416)366-2971,(647) 459-5767,grow@joelanglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,204.0
500OH00000bYWpqYAG,False,,22308471,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-09-10T16:01:38.000+0000,False,False,005OH000006uYrkYAE,2025-09-10T16:01:04.000+0000,005OH000006uYrkYAE,2025-09-10T16:01:38.000+0000,005OH000006uYrkYAE,2025-09-10T16:01:38.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,204.0
500OH00000bbtYAYAY,False,,22339123,0030A000007UjMYQA0,0010A000008Ma2EQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Inquiry,Medium,,True,2025-09-11T16:26:44.000+0000,False,False,005OH000006uYruYAE,2025-09-11T16:13:51.000+0000,005OH000006uYruYAE,2025-09-11T16:26:45.000+0000,005OH000006uYruYAE,2025-09-11T16:26:45.000+0000,(705)995-2910X4220,(306) 684-0706,brandon.deering@rlfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,203.0
500OH00000bw2YsYAI,False,,22506347,0031600002SzG23AAF,0010A000002wNxvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-09-18T20:04:11.000+0000,False,False,005OH000006uYruYAE,2025-09-18T19:38:23.000+0000,005OH000006uYruYAE,2025-09-18T20:04:11.000+0000,005OH000006uYruYAE,2025-09-18T20:04:11.000+0000,(204)272-9670,(204) 228-8362,jeff.sadowski@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,196.0
500OH00000bzX6cYAE,False,,22536394,003OH00000OYVlCYAX,001OH00000TrSvVYAV,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The agent was unable to reach the customer, Emily, for a scheduled meeting regarding their Canada Life group benefits plan. The agent will try to call the customer again in the next 5 minutes to see if they can connect and further discuss the plan ( A.i generated).",True,2025-09-19T20:22:10.000+0000,False,False,005OH000006wbdFYAQ,2025-09-19T20:20:47.000+0000,005OH000006wbdFYAQ,2025-09-19T20:22:10.000+0000,005OH000006wbdFYAQ,2025-09-19T20:22:10.000+0000,(604)574-9195,,emily@synchronizedagency.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wbdFYAQ,,,,,,,0.0,0.0,0.0,,False,195.0
500OH00000c3l9OYAQ,False,,22548643,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,both parties to sign redemption form for funds to go to only one parties policy,True,2025-09-22T14:22:41.000+0000,False,False,005OH000006uYrkYAE,2025-09-22T14:17:39.000+0000,005OH000006uYrkYAE,2025-09-22T14:22:41.000+0000,005OH000006uYrkYAE,2025-09-22T14:22:41.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,192.0
500OH00000c3zQtYAI,False,,22552455,,0010A000002ycq8QAA,02sOH00000Vp1D9YAJ,Todd Elliott,todd.elliott@servus.ca,,,Mutual Fund,012OH00000000WHYAY,Closed,Financial,Email,,"[EXT] RE: Tobias Elliott's RESP, account # 526700268",Urgent,"Hi there,

My name is Todd Elliott, I am Tobias' father, and spouse of Jessica Elliott, the account owner.

We have been waiting for confirmation that my son's RESP money will be paid out asap to cover his tuition for his University enrollment.

Can you please provide me with an update on this, and a timeline of when that money will be paid out?

Regards,
Todd

Todd Elliott(he/him)CFP®
Insurance Specialist|Wealth Management
T: 780.638.8195
servus.ca|
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Bonnie Doon Banking Centre
300-8723 82 Avenue
Edmonton, Alberta, T6C 0Y9

​Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments.

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 ",True,2025-09-22T16:20:09.000+0000,False,False,005OH000006utCrYAI,2025-09-22T15:21:30.000+0000,0050A000000HoslQAC,2025-09-22T20:25:22.000+0000,005G0000002h3jmIAA,2025-09-22T20:25:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006utCrYAI,,,,,,,1.0,0.0,0.0,,False,192.0
500OH00000c4NHvYAM,False,,22557169,003OH00000BcKPTYA3,001OH00000Dy6ceYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed that plan shell is set up with constellation tool,True,2025-09-22T16:47:35.000+0000,False,False,005OH000006uYrkYAE,2025-09-22T16:36:16.000+0000,005OH000006uYrkYAE,2025-09-22T16:47:36.000+0000,005OH000006uYrkYAE,2025-09-22T16:47:36.000+0000,(604)440-9575,,mohammad@dewdney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,192.0
500OH00000c4pAzYAI,False,,22564444,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed cheque info,True,2025-09-22T18:41:56.000+0000,False,False,005OH000006uYrkYAE,2025-09-22T18:30:52.000+0000,005OH000006uYrkYAE,2025-09-22T18:41:57.000+0000,005OH000006uYrkYAE,2025-09-22T18:41:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,192.0
500OH00000c540JYAQ,False,,22568371,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed grant allocation; sent email to Edgar with NIGO info,True,2025-09-22T20:02:55.000+0000,False,False,005OH000006uYrkYAE,2025-09-22T19:32:55.000+0000,005OH000006uYrkYAE,2025-09-22T20:02:55.000+0000,005OH000006uYrkYAE,2025-09-22T20:02:55.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,192.0
500OH00000c5BufYAE,False,,22571006,0030A0000029ar5QAA,0010A000002vzv0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,,True,2025-09-22T20:33:44.000+0000,False,False,005OH000006uYruYAE,2025-09-22T20:17:47.000+0000,005OH000006uYruYAE,2025-09-23T13:14:57.000+0000,005OH000006uYruYAE,2025-09-23T13:14:57.000+0000,(204)272-9670XExt2042729,,mike@entrustfs.ca,(204)272-9679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,192.0
500OH00000c7EhwYAE,False,,22585104,0030A0000029Vr8QAE,0010A000002vvieQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-09-23T15:24:04.000+0000,False,False,005OH000006uYrkYAE,2025-09-23T15:21:23.000+0000,005OH000006uYrkYAE,2025-09-23T15:24:04.000+0000,005OH000006uYrkYAE,2025-09-23T15:24:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,191.0
500OH00000cA7nCYAS,False,,22612891,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000VusboYAB,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,,012OH00000000WHYAY,New,Field Required,Email,,"FW: Hello, Current address required for:  Joseph Curtis  Client #: 553340692",Medium,"From: Damato, Anna <Anna.Damato@canadavie.com>
Sent: September 23, 2025 2:55 PM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: Hello, Current address required for: Joseph Curtis Client #: 553340692

Hello,

A piece of correspondence was mailed to the above client and recently returned to us from the following address:

106 - 250 Emond Emond
Vaudreuil-Dorion QC J7V3M4 Canada


Please try to contact your client within the next five business days to obtain their updated address. The address change can be made by either:

*            Submitting the address update through Workspace once you have client consent. If a client consents to the change via email, a form with signature is not required.
*            Completing a non-financial change form signed by the client and updating their address on Investment Centre using Update Client Profile
*            Asking the client to call <1-888-532-3322> to provide updated address information for all accounts they may have with Quadrus Investment Services Ltd.

If you are unable to provide us with a current address, we'll implement our 'missing client' procedure that includes stopping future client payments.

Should you have any questions, please contact your dedicated ASR.

Thank you,

En répondant à cette demande, les renseignements personnels fournis seront utilisés pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, visitez le site canadalife.com/privacy.
//
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.

*** Veuillez noter que mon horaire de travail est le lundi, mardi et jeudi exclusivement, merci !

*** Please note that my work schedule is Monday, Tuesday and Thursday exclusively, thank you !

Anna Damato

Commis au support/Support clerk
Services d'investissement Quadrus Ltée
Quadrus Investment Services Ltd.
1350 boul. René-Lévesque Ouest 11e étage, Montréal (Québec) H3G 1T4 (M-1110)
Fax: 1-866-790-0911
Anna.Damato@canadavie.com<mailto:Anna.Damato@canadavie.com>

[cid:image001.png@01DC2C99.BB094E80][cid:image002.png@01DC2C99.BB094E80]

Bienvenue à la nouvelle Canada Vie | Welcome to the new Canada Life

Rendez-vous au canadavie.com<https://www.canadavie.com/>     Suivez-nous sur Facebook<https://www.facebook.com/CanadaVie/> | Twitter<https://twitter.com/canada_vie> | LinkedIn<https://www.linkedin.com/showcase/canada-vie> | YouTube<https://www.youtube.com/user/canadalifeca> | Instagram<https://www.instagram.com/canadalifeco/>
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Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",False,,False,False,005OH0000003D8nYAE,2025-09-24T14:16:02.000+0000,0050A000000HoslQAC,2025-09-24T23:56:28.000+0000,005G0000002h3jmIAA,2025-09-24T23:56:28.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000003D8nYAE,,,,,,,1.0,0.0,0.0,,False,190.0
500OH00000cASd3YAG,False,,22613793,0030A0000029iUjQAI,0010A000002w6D7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,CODE DE LANGUE ERRONÉ. HO A CRÉÉ LE CLIENT sous un code de langue anglaise. AURAIT DU ETRE FRANCAIS.,True,2025-09-24T18:30:20.000+0000,False,False,005OH000006uYrcYAE,2025-09-24T14:33:21.000+0000,005OH000006uYrcYAE,2026-02-23T18:12:36.000+0000,005OH000006uYrcYAE,2026-02-23T18:12:36.000+0000,(450)486-7244X304,,alain.sagi@delsafinance.com,(450)488-9783,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrcYAE,,,,,,,0.0,0.0,0.0,,False,190.0
500OH00000cAtBvYAK,False,,22623211,0031600002ISyDdAAL,0010A000002wNNOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,advisor is upset with not in good order received. will call mackenzie directly.,True,2025-09-24T17:25:12.000+0000,False,False,005OH000006uYrkYAE,2025-09-24T17:14:52.000+0000,005OH000006uYrkYAE,2025-09-24T17:25:13.000+0000,005OH000006uYrkYAE,2025-09-24T17:25:13.000+0000,(647)381-8243,(647) 381-8243,marc@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,190.0
500OH00000cDdqZYAS,False,,22647295,0030A0000029YCAQA2,0010A000002vxhYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed info provided by email,True,2025-09-25T15:24:34.000+0000,False,False,005OH000006uYrkYAE,2025-09-25T15:21:02.000+0000,005OH000006uYrkYAE,2025-09-25T15:24:34.000+0000,005OH000006uYrkYAE,2025-09-25T15:24:34.000+0000,(506)634-7030,,,(506)652-7253,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,189.0
500OH00000cEAZaYAO,False,,22653734,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,set up LRSP,True,2025-09-25T17:24:17.000+0000,False,False,005OH000006uYrkYAE,2025-09-25T17:14:40.000+0000,005OH000006uYrkYAE,2025-09-25T17:24:17.000+0000,005OH000006uYrkYAE,2025-09-25T17:24:17.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,189.0
500OH00000cEoFGYA0,False,,22661043,0030A0000029YCAQA2,0010A000002vxhYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,reviewed paperwork needed,True,2025-09-25T19:22:32.000+0000,False,False,005OH000006uYrkYAE,2025-09-25T19:18:22.000+0000,005OH000006uYrkYAE,2025-09-25T19:22:33.000+0000,005OH000006uYrkYAE,2025-09-25T19:22:33.000+0000,(506)634-7030,,,(506)652-7253,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,189.0
500OH00000cH92jYAC,False,,22680003,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,,True,2025-09-26T16:12:23.000+0000,False,False,005OH000006uYruYAE,2025-09-26T16:08:23.000+0000,005OH000006uYruYAE,2025-09-26T16:12:23.000+0000,005OH000006uYruYAE,2025-09-26T16:12:23.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,188.0
500OH00000cJ51KYAS,False,,22698109,003OH00000VRPq8YAH,0010A000006K8kxQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-27T05:17:47.000+0000,False,False,005OH00000AuWfNYAV,2025-09-27T05:17:47.000+0000,005OH00000AuWfNYAV,2025-09-27T05:17:47.000+0000,005OH00000AuWfNYAV,2025-09-27T05:17:47.000+0000,4372305281,,test@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,187.0
500OH00000cJ5PWYA0,False,,22698093,003OH00000VRPq8YAH,0010A000006K8kxQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-27T04:34:20.000+0000,False,False,005OH00000AuWfNYAV,2025-09-27T04:34:20.000+0000,005OH00000AuWfNYAV,2025-09-27T04:34:20.000+0000,005OH00000AuWfNYAV,2025-09-27T04:34:20.000+0000,4372305281,,test@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,188.0
500OH00000cJ6tTYAS,False,,22698095,003OH00000VRPq8YAH,0010A000006K8kxQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-27T04:40:45.000+0000,False,False,005OH00000AuWfNYAV,2025-09-27T04:40:45.000+0000,005OH00000AuWfNYAV,2025-09-27T04:40:46.000+0000,005OH00000AuWfNYAV,2025-09-27T04:40:46.000+0000,4372305281,,test@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,188.0
500OH00000cJ8KAYA0,False,,22698120,003OH00000VRPq8YAH,0010A000006K8kxQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-27T05:40:45.000+0000,False,False,005OH00000AuWfNYAV,2025-09-27T05:40:45.000+0000,005OH00000AuWfNYAV,2025-09-27T05:40:46.000+0000,005OH00000AuWfNYAV,2025-09-27T05:40:46.000+0000,4372305281,,test@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,187.0
500OH00000cJCsUYAW,False,,22698143,003OH00000VRPq8YAH,0010A000006K8kxQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-27T07:55:03.000+0000,False,False,005OH00000AuWfNYAV,2025-09-27T07:55:03.000+0000,005OH00000AuWfNYAV,2025-09-27T07:55:03.000+0000,005OH00000AuWfNYAV,2025-09-27T07:55:03.000+0000,4372305281,,test@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,187.0
500OH00000cJDLWYA4,False,,22698144,003OH00000VRPq8YAH,0010A000006K8kxQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-27T07:56:23.000+0000,False,False,005OH00000AuWfNYAV,2025-09-27T07:56:23.000+0000,005OH00000AuWfNYAV,2025-09-27T07:56:23.000+0000,005OH00000AuWfNYAV,2025-09-27T07:56:23.000+0000,4372305281,,test@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,187.0
500OH00000cJev8YAC,False,,22698765,0030A0000029VApQAM,0010A000002vvAaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-27T16:25:06.000+0000,False,False,0050A000000Hq5PQAS,2025-09-27T16:25:06.000+0000,0050A000000Hq5PQAS,2025-09-27T16:25:06.000+0000,0050A000000Hq5PQAS,2025-09-27T16:25:06.000+0000,(905)767-0997,,david@covered4life.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,187.0
500OH00000cJgosYAC,False,,22698760,0030A0000029VApQAM,0010A000002vvAaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-27T16:23:45.000+0000,False,False,0050A000000Hq5PQAS,2025-09-27T16:23:45.000+0000,0050A000000Hq5PQAS,2025-09-27T16:23:46.000+0000,0050A000000Hq5PQAS,2025-09-27T16:23:46.000+0000,(905)767-0997,,david@covered4life.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,187.0
500OH00000cM31TYAS,False,,22704189,003G0000018f6hhIAA,0010A000002wOhxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T13:43:18.000+0000,False,False,005OH00000AdAzSYAV,2025-09-29T13:43:18.000+0000,005OH00000AdAzSYAV,2025-09-29T13:43:18.000+0000,005OH00000AdAzSYAV,2025-09-29T13:43:18.000+0000,(647)479-6241X293,(905) 220-2854 *,neil@schofieldfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cM5GEYA0,False,,22705438,0030A0000029pSUQAY,0010A000002wBuIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T14:07:42.000+0000,False,False,0055o000002DK5fAAG,2025-09-29T14:07:42.000+0000,0055o000002DK5fAAG,2025-09-29T14:07:42.000+0000,0055o000002DK5fAAG,2025-09-29T14:07:42.000+0000,(705)329-4466X234,,tburton@ipcc.org,(705)329-4029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cM9lFYAS,False,,22703398,003G0000018f6U4IAI,0010A000002wOQmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T13:24:43.000+0000,False,False,005OH00000AdAzSYAV,2025-09-29T13:24:43.000+0000,005OH00000AdAzSYAV,2025-09-29T13:24:44.000+0000,005OH00000AdAzSYAV,2025-09-29T13:24:44.000+0000,(289)337-5491X24,(905) 517-0404,bbrady@bbfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMA2xYAG,False,,22703936,0030A0000029myqQAA,0010A000002w9tuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T13:37:48.000+0000,False,False,0055o000002DK5fAAG,2025-09-29T13:37:48.000+0000,0055o000002DK5fAAG,2025-09-29T13:37:48.000+0000,0055o000002DK5fAAG,2025-09-29T13:37:48.000+0000,(905)264-2430,,,(877)756-5736,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMHVsYAO,False,,22704030,0030A0000029nCbQAI,0010A000002wA5oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T13:39:53.000+0000,False,False,0055o000002DK5fAAG,2025-09-29T13:39:53.000+0000,0055o000002DK5fAAG,2025-09-29T13:39:53.000+0000,0055o000002DK5fAAG,2025-09-29T13:39:53.000+0000,(905)274-8473,(647) 220-5526,,(877)743-6173,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMLMXYA4,False,,22706010,003G0000018f7YuIAI,0010A000002wPfkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T14:18:54.000+0000,False,False,005OH00000AdAzSYAV,2025-09-29T14:18:54.000+0000,005OH00000AdAzSYAV,2025-09-29T14:18:54.000+0000,005OH00000AdAzSYAV,2025-09-29T14:18:54.000+0000,(905) 632-7557,(905) 719-6199,geordie@wpbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMNWQYA4,False,,22707253,0030A0000029VApQAM,0010A000002vvAaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T14:41:02.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T14:41:02.000+0000,0050A000000Hq5PQAS,2025-09-29T14:41:02.000+0000,0050A000000Hq5PQAS,2025-09-29T14:41:02.000+0000,(905)767-0997,,david@covered4life.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMQ2uYAG,False,,22707930,0030A0000029eptQAA,0010A000002w35VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T14:52:14.000+0000,False,False,0055o000002KxmIAAS,2025-09-29T14:52:14.000+0000,0055o000002KxmIAAS,2025-09-29T14:52:15.000+0000,0055o000002KxmIAAS,2025-09-29T14:52:15.000+0000,(905)523-0480,,garry@goodwinfinancial.ca,(289)396-6338,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMRN6YAO,False,,22707597,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T14:46:49.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T14:46:49.000+0000,0050A000000Hq5PQAS,2025-09-29T14:46:50.000+0000,0050A000000Hq5PQAS,2025-09-29T14:46:50.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMTlRYAW,False,,22705326,0035o000006DyqRAAS,0015o000006j9cwAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T14:05:33.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T14:05:33.000+0000,0050A000000Hq5PQAS,2025-09-29T14:05:33.000+0000,0050A000000Hq5PQAS,2025-09-29T14:05:33.000+0000,(705)749-6776,,julia@bodenandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMWoCYAW,False,,22707641,003G0000018f6UuIAI,0010A000002wORbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T14:47:36.000+0000,False,False,005G0000002gyDJIAY,2025-09-29T14:47:36.000+0000,005G0000002gyDJIAY,2025-09-29T14:47:37.000+0000,005G0000002gyDJIAY,2025-09-29T14:47:37.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMhN2YAK,False,,22709304,003G0000018f6WwIAI,0010A000002wOU1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T15:12:40.000+0000,False,False,005OH00000AdAzSYAV,2025-09-29T15:12:40.000+0000,005OH00000AdAzSYAV,2025-09-29T15:12:41.000+0000,005OH00000AdAzSYAV,2025-09-29T15:12:41.000+0000,(519)836-1791,,richard@cremasco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMhtHYAS,False,,22710123,0031600002SzG23AAF,0010A000002wNxvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T15:25:43.000+0000,False,False,0055o000001h4cFAAQ,2025-09-29T15:25:43.000+0000,0055o000001h4cFAAQ,2025-09-29T15:25:43.000+0000,0055o000001h4cFAAQ,2025-09-29T15:25:43.000+0000,(204)272-9670,(204) 228-8362,jeff.sadowski@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMiJ6YAK,False,,22709586,0030A0000029nCkQAI,0010A000002wA5xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T15:16:57.000+0000,False,False,0055o000002DK5fAAG,2025-09-29T15:16:57.000+0000,0055o000002DK5fAAG,2025-09-29T15:16:58.000+0000,0055o000002DK5fAAG,2025-09-29T15:16:58.000+0000,(905)305-8507,,daisy.cheung@edwardjones.com,(877)756-5519,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMiXcYAK,False,,22709972,0030A0000029nEaQAI,0010A000002wA7YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T15:23:25.000+0000,False,False,0055o000002DK5fAAG,2025-09-29T15:23:25.000+0000,0055o000002DK5fAAG,2025-09-29T15:23:25.000+0000,0055o000002DK5fAAG,2025-09-29T15:23:25.000+0000,(905)472-8300,416-358-6379,,(866)765-1170,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMjaBYAS,False,,22711174,0030A0000029iMOQAY,0010A000002w66JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T15:41:52.000+0000,False,False,0055o000002KxmIAAS,2025-09-29T15:41:52.000+0000,0055o000002KxmIAAS,2025-09-29T15:41:52.000+0000,0055o000002KxmIAAS,2025-09-29T15:41:52.000+0000,(519)872-2423,,chadmgordon@hotmail.com,(519)439-6683,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMkPkYAK,False,,22710891,0035o000006sZuLAAU,0015o000008CyfNAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T15:37:25.000+0000,False,False,005OH00000245ROYAY,2025-09-29T15:37:25.000+0000,005OH00000245ROYAY,2025-09-29T15:37:25.000+0000,005OH00000245ROYAY,2025-09-29T15:37:25.000+0000,(519) 336-0999,(226) 705-2773,sharon@barillandcompany.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMoYAYA0,False,,22709912,0030A00000BRKDWQA5,0010A00000C1X0WQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T15:22:16.000+0000,False,False,005OH00000AdAzSYAV,2025-09-29T15:22:16.000+0000,005OH00000AdAzSYAV,2025-09-29T15:22:16.000+0000,005OH00000AdAzSYAV,2025-09-29T15:22:16.000+0000,(519)608-5678,(519) 608-5678,nicole@trustedpartnerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMoZqYAK,False,,22713438,0030A0000029idVQAQ,0010A000002w6JOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T16:16:48.000+0000,False,False,005OH000005URvxYAG,2025-09-29T16:16:48.000+0000,005OH000005URvxYAG,2025-09-29T16:16:48.000+0000,005OH000005URvxYAG,2025-09-29T16:16:48.000+0000,(780)439-3535X2,780-990-8291,apexfinancialservicesinc@gmail.com,(780)439-2115,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMunIYAS,False,,22714128,0030A0000029oNvQAI,0010A000002wB2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T16:27:44.000+0000,False,False,005OH000005URvxYAG,2025-09-29T16:27:44.000+0000,005OH000005URvxYAG,2025-09-29T16:27:44.000+0000,005OH000005URvxYAG,2025-09-29T16:27:44.000+0000,(780)420-6633,(780) 990-9178,jimrey@telus.net,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMvbGYAS,False,,22711849,0035o000004xXGwAAM,0015o000005W7hjAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T15:51:57.000+0000,False,False,0055o000002KxmIAAS,2025-09-29T15:51:57.000+0000,0055o000002KxmIAAS,2025-09-29T15:51:58.000+0000,0055o000002KxmIAAS,2025-09-29T15:51:58.000+0000,(519)671-3489,,matt.laberge@sterlingmutuals.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMxYOYA0,False,,22717722,003G000001LKWKDIA5,0010A000002wSWfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:24:14.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T17:24:14.000+0000,0050A000000Hq5PQAS,2025-09-29T17:24:15.000+0000,0050A000000Hq5PQAS,2025-09-29T17:24:15.000+0000,(905)767-0997,,info@covered4life.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMyW1YAK,False,,22717191,0030A00000BbrUhQAJ,0010A00000CC4XnQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:16:43.000+0000,False,False,005OH000006owoYYAQ,2025-09-29T17:16:43.000+0000,005OH000006owoYYAQ,2025-09-29T17:16:43.000+0000,005OH000006owoYYAQ,2025-09-29T17:16:43.000+0000,(780)205-2334,,darren.weinkauf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cMzdIYAS,False,,22716335,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:03:13.000+0000,False,False,005OH000005URvxYAG,2025-09-29T17:03:13.000+0000,005OH000005URvxYAG,2025-09-29T17:03:14.000+0000,005OH000005URvxYAG,2025-09-29T17:03:14.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cN1aDYAS,False,,22712761,003OH00000LSTpRYAX,001OH00000Q7UAXYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T16:05:59.000+0000,False,False,005OH00000AdAzSYAV,2025-09-29T16:05:59.000+0000,005OH00000AdAzSYAV,2025-09-29T16:06:00.000+0000,005OH00000AdAzSYAV,2025-09-29T16:06:00.000+0000,(905)399-0192,,eric.orr@jameric.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cN3lhYAC,False,,22713160,0030A0000029n3uQAA,0010A000002w9yoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T16:12:22.000+0000,False,False,005OH000005URvxYAG,2025-09-29T16:12:22.000+0000,005OH000005URvxYAG,2025-09-29T16:12:23.000+0000,005OH000005URvxYAG,2025-09-29T16:12:23.000+0000,(780)814-1888,,hello@sherthelink.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cN3ttYAC,False,,22717664,0030A0000029m3jQAA,0010A000002w953QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:23:19.000+0000,False,False,005OH000004oiYEYAY,2025-09-29T17:23:19.000+0000,005OH000004oiYEYAY,2025-09-29T17:23:20.000+0000,005OH000004oiYEYAY,2025-09-29T17:23:20.000+0000,(519)476-7977,,larry@winghamfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cN4EjYAK,False,,22713291,003OH00000RKTBEYA5,001OH00000XDlhGYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T16:14:33.000+0000,False,False,005OH000005URvxYAG,2025-09-29T16:14:33.000+0000,005OH000005URvxYAG,2025-09-29T16:14:34.000+0000,005OH000005URvxYAG,2025-09-29T16:14:34.000+0000,(780)299-9090,,insurancebyarti@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cN8VGYA0,False,,22716602,003G0000018f6qpIAA,0010A000002wOsZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:07:51.000+0000,False,False,005OH000006owoYYAQ,2025-09-29T17:07:51.000+0000,005OH000006owoYYAQ,2025-09-29T17:07:51.000+0000,005OH000006owoYYAQ,2025-09-29T17:07:51.000+0000,(306)994-2408,,jmoller@elev8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cN8WvYAK,False,,22716630,0030A0000029asIQAQ,0010A000002vzw8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:08:17.000+0000,False,False,0055o000002KxmIAAS,2025-09-29T17:08:17.000+0000,0055o000002KxmIAAS,2025-09-29T17:08:17.000+0000,0055o000002KxmIAAS,2025-09-29T17:08:17.000+0000,(905)331-2885X1,,jwessels@leylandinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cN8n0YAC,False,,22714905,0030A000004VS3SQAW,0010A000005HeLMQA0,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-09-29T17:14:17.000+0000,False,False,0055o000002I19tAAC,2025-09-29T16:40:45.000+0000,0055o000002I19tAAC,2025-09-29T17:14:17.000+0000,0055o000002I19tAAC,2025-09-29T17:14:17.000+0000,(613)866-6200,,heidi@jdlfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cN8vBYAS,False,,22718669,0030A0000029kK0QAI,0010A000002w7g2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:39:11.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T17:39:11.000+0000,005OH000004Ir1xYAC,2025-09-29T17:39:12.000+0000,005OH000004Ir1xYAC,2025-09-29T17:39:12.000+0000,(780)884-7818,(780) 884-7818,feihua.zhou@syfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNAVWYA4,False,,22718033,003OH00000VOkeHYAT,001OH00000cIUWaYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:29:12.000+0000,False,False,005OH000004oiYEYAY,2025-09-29T17:29:12.000+0000,005OH000004oiYEYAY,2025-09-29T17:29:13.000+0000,005OH000004oiYEYAY,2025-09-29T17:29:13.000+0000,(519)667-5103,,raj.bansal@bmo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNBRdYAO,False,,22719619,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:54:30.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T17:54:30.000+0000,0050A000000Hq5PQAS,2025-09-29T17:54:30.000+0000,0050A000000Hq5PQAS,2025-09-29T17:54:30.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNBTGYA4,False,,22718536,0030A0000029mRcQAI,0010A000002w9RQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:37:10.000+0000,False,False,005OH000005URvxYAG,2025-09-29T17:37:10.000+0000,005OH000005URvxYAG,2025-09-29T17:37:10.000+0000,005OH000005URvxYAG,2025-09-29T17:37:10.000+0000,(780)408-3633,(780) 914-2216,craigbrenzan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNCdjYAG,False,,22717164,0030A0000029mwIQAQ,0010A000002w9rqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:16:20.000+0000,False,False,005OH000004oiYEYAY,2025-09-29T17:16:20.000+0000,005OH000004oiYEYAY,2025-09-29T17:16:20.000+0000,005OH000004oiYEYAY,2025-09-29T17:16:20.000+0000,(519)474-2631,5196711976,cherylcampbellcfp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNCp1YAG,False,,22717907,0035o000006p1EeAAI,0015o000007QS79AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:27:04.000+0000,False,False,005OH000005URvxYAG,2025-09-29T17:27:04.000+0000,005OH000005URvxYAG,2025-09-29T17:27:04.000+0000,005OH000005URvxYAG,2025-09-29T17:27:05.000+0000,(780)860-1277,,josephuruvath2410@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNDLIYA4,False,,22717341,0030A0000029kK4QAI,0010A000002w7g6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:18:54.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T17:18:54.000+0000,005OH000004Ir1xYAC,2025-09-29T17:18:54.000+0000,005OH000004Ir1xYAC,2025-09-29T17:18:54.000+0000,(780)996-6389,,di.zheng@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNDtAYAW,False,,22717014,0030A0000029ZezQAE,0010A000002vytrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:14:09.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T17:14:09.000+0000,005OH000004Ir1xYAC,2025-09-29T17:14:09.000+0000,005OH000004Ir1xYAC,2025-09-29T17:14:09.000+0000,(403)209-4044,403.975.2077,rmcnary@pelican-grp.com,(403)265-8720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNEcJYAW,False,,22719166,0030A000002ZAVxQAO,0010A000003KN0RQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:46:50.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T17:46:50.000+0000,005OH000004Ir1xYAC,2025-09-29T17:46:50.000+0000,005OH000004Ir1xYAC,2025-09-29T17:46:50.000+0000,(780)953-5078,,pfcplanning@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNFrlYAG,False,,22719428,0030A000002rRNQQA2,0010A000003cLxQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:51:20.000+0000,False,False,005OH000004oiYEYAY,2025-09-29T17:51:20.000+0000,005OH000004oiYEYAY,2025-09-29T17:51:20.000+0000,005OH000004oiYEYAY,2025-09-29T17:51:20.000+0000,(519)857-6776,(519)631-4551,kcooknoble@gpwealth.ca,(519)488-0648,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNH3yYAG,False,,22720332,0030A00000BfDqnQAF,0010A00000CFMYiQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:05:23.000+0000,False,False,0055o000001h4cFAAQ,2025-09-29T18:05:23.000+0000,0055o000001h4cFAAQ,2025-09-29T18:05:23.000+0000,0055o000001h4cFAAQ,2025-09-29T18:05:23.000+0000,(204)951-5382,,mon@smartwealthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNHyPYAW,False,,22719424,0030A0000029mSHQAY,0010A000002w9S0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:51:15.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T17:51:15.000+0000,005OH000004Ir1xYAC,2025-09-29T17:51:16.000+0000,005OH000004Ir1xYAC,2025-09-29T17:51:16.000+0000,(403)532-1651,(587) 885-1672,samantha@livefreeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNI87YAG,False,,22720694,0030A0000029YMGQA2,0010A000002vxo2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:10:45.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T18:10:45.000+0000,005OH000004Ir1xYAC,2025-09-29T18:10:46.000+0000,005OH000004Ir1xYAC,2025-09-29T18:10:46.000+0000,(403)526-1750,,brent@dennisonfinancial.ca,(403)526-7001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNIrNYAW,False,,22723078,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:48:05.000+0000,False,False,005OH00000AdAzSYAV,2025-09-29T18:48:05.000+0000,005OH00000AdAzSYAV,2025-09-29T18:48:06.000+0000,005OH00000AdAzSYAV,2025-09-29T18:48:06.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNJdcYAG,False,,22721317,0030A0000029VCcQAM,0010A000002vvBgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:20:00.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T18:20:00.000+0000,005OH000004Ir1xYAC,2025-09-29T18:20:01.000+0000,005OH000004Ir1xYAC,2025-09-29T18:20:01.000+0000,(403)870-5839,,securelifefinancialltd@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNLYwYAO,False,,22718313,0030A0000029psrQAA,0010A000002wCF1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:33:27.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T17:33:27.000+0000,005OH000004Ir1xYAC,2025-09-29T17:33:28.000+0000,005OH000004Ir1xYAC,2025-09-29T17:33:28.000+0000,(403)689-9360,,ckoshmanfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNM8UYAW,False,,22719463,003G0000018f7C2IAI,0010A000002wPG0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:51:52.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T17:51:52.000+0000,0050A000000Hq5PQAS,2025-09-29T17:51:53.000+0000,0050A000000Hq5PQAS,2025-09-29T17:51:53.000+0000,(416)333-8575,(416) 333-8575,adam@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNMunYAG,False,,22718294,0035o000006kppFAAQ,0015o000007LMUnAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:33:12.000+0000,False,False,005OH000006owoYYAQ,2025-09-29T17:33:12.000+0000,005OH000006owoYYAQ,2025-09-29T17:33:12.000+0000,005OH000006owoYYAQ,2025-09-29T17:33:12.000+0000,(306)962-7860,(306) 962-7860,jryde@continuity.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNN7jYAG,False,,22720312,0035o000005eI7iAAE,0015o000006D8cvAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:05:06.000+0000,False,False,005OH000004oiYEYAY,2025-09-29T18:05:06.000+0000,005OH000004oiYEYAY,2025-09-29T18:05:07.000+0000,005OH000004oiYEYAY,2025-09-29T18:05:07.000+0000,(519)505-3171,,ryangent@sentrygroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNNB5YAO,False,,22723379,003OH00000JMi7VYAT,001OH00000Ni30AYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:53:00.000+0000,False,False,0055o000002KxmIAAS,2025-09-29T18:53:00.000+0000,0055o000002KxmIAAS,2025-09-29T18:53:01.000+0000,0055o000002KxmIAAS,2025-09-29T18:53:01.000+0000,(519)886-2360,(705) 492-8217,adam.marceau@ig.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNNvhYAG,False,,22718468,0030A0000029m3LQAQ,0010A000002w94kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:36:01.000+0000,False,False,0055o000002KxmIAAS,2025-09-29T17:36:01.000+0000,0055o000002KxmIAAS,2025-09-29T17:36:01.000+0000,0055o000002KxmIAAS,2025-09-29T17:36:01.000+0000,(519)854-0195,,msteer@tripemco.com,(905)664-3169,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNPavYAG,False,,22718812,0030A0000029cRtQAI,0010A000002w1BXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:41:23.000+0000,False,False,005OH000004oiYEYAY,2025-09-29T17:41:23.000+0000,005OH000004oiYEYAY,2025-09-29T17:41:23.000+0000,005OH000004oiYEYAY,2025-09-29T17:41:23.000+0000,(519)945-1499,,mike@okanefinancial.com,(519)945-1659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNPzAYAW,False,,22720120,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:02:13.000+0000,False,False,005OH00000AdAzSYAV,2025-09-29T18:02:13.000+0000,005OH00000AdAzSYAV,2025-09-29T18:02:13.000+0000,005OH00000AdAzSYAV,2025-09-29T18:02:13.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNS5rYAG,False,,22720854,0030A00000Bzl9RQAR,0010A00000CaCYQQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:13:23.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T18:13:23.000+0000,005OH000004Ir1xYAC,2025-09-29T18:13:24.000+0000,005OH000004Ir1xYAC,2025-09-29T18:13:24.000+0000,(403)237-6570,,nleonard@chfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNTLCYA4,False,,22719716,0030A000006NdCjQAK,0010A0000078ovRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:55:50.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T17:55:50.000+0000,005OH000004Ir1xYAC,2025-09-29T17:55:51.000+0000,005OH000004Ir1xYAC,2025-09-29T17:55:51.000+0000,(780)490-6989,(587) 709-2198,shuliliu@crius.ca,(780)450-6670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNTwKYAW,False,,22721226,003G0000018f7BjIAI,0010A000002wPFhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:18:51.000+0000,False,False,005OH00000245ROYAY,2025-09-29T18:18:51.000+0000,005OH00000245ROYAY,2025-09-29T18:18:51.000+0000,005OH00000245ROYAY,2025-09-29T18:18:51.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNUPJYA4,False,,22719780,0030A000006NdCjQAK,0010A0000078ovRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T17:56:56.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T17:56:56.000+0000,005OH000004Ir1xYAC,2025-09-29T17:56:57.000+0000,005OH000004Ir1xYAC,2025-09-29T17:56:57.000+0000,(780)490-6989,(587) 709-2198,shuliliu@crius.ca,(780)450-6670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNVmoYAG,False,,22721714,003G0000018f7LRIAY,0010A000002wPR7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:26:02.000+0000,False,False,0055o000001t1uPAAQ,2025-09-29T18:26:02.000+0000,0055o000001t1uPAAQ,2025-09-29T18:26:02.000+0000,0055o000001t1uPAAQ,2025-09-29T18:26:02.000+0000,(289)301-4249,,anthony@viscontifinancial.ca,(905)470-5578,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNWHYYA4,False,,22725474,0030A000005x8xRQAQ,0010A000006hfL3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:27:53.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:27:53.000+0000,005OH000005URvxYAG,2025-09-29T19:27:53.000+0000,005OH000005URvxYAG,2025-09-29T19:27:53.000+0000,(780)980-5492,(780) 679-2220,garet.wood@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNZC6YAO,False,,22721144,0035o000004GmyAAAS,0015o000004q9GtAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:17:28.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T18:17:28.000+0000,005OH000004Ir1xYAC,2025-09-29T18:17:29.000+0000,005OH000004Ir1xYAC,2025-09-29T18:17:29.000+0000,(403)793-5262,,sunlifemay@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNZfDYAW,False,,22722115,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:32:28.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T18:32:28.000+0000,0050A000000Hq5PQAS,2025-09-29T18:32:29.000+0000,0050A000000Hq5PQAS,2025-09-29T18:32:29.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNa3PYAS,False,,22725557,003OH000004yGAuYAM,001OH000006KBwlYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:29:19.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:29:19.000+0000,005OH000005URvxYAG,2025-09-29T19:29:19.000+0000,005OH000005URvxYAG,2025-09-29T19:29:19.000+0000,(780)460-4327,,todd@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNaL3YAK,False,,22721308,003G0000018f7BjIAI,0010A000002wPFhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T18:19:54.000+0000,False,False,005OH00000245ROYAY,2025-09-29T18:19:54.000+0000,005OH00000245ROYAY,2025-09-29T18:19:55.000+0000,005OH00000245ROYAY,2025-09-29T18:19:55.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNdVwYAK,False,,22724243,0030A0000029gqYQAQ,0010A000002w4o4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:07:22.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T19:07:22.000+0000,005OH000004Ir1xYAC,2025-09-29T19:07:22.000+0000,005OH000004Ir1xYAC,2025-09-29T19:07:23.000+0000,(403)968-6615,,javarow@mac.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNdVxYAK,False,,22724980,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:20:24.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:20:24.000+0000,005OH000005URvxYAG,2025-09-29T19:20:24.000+0000,005OH000005URvxYAG,2025-09-29T19:20:24.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNdvmYAC,False,,22725881,0030A0000029jUZQAY,0010A000002w70dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:34:56.000+0000,False,False,005OH000004oiYEYAY,2025-09-29T19:34:56.000+0000,005OH000004oiYEYAY,2025-09-29T19:34:57.000+0000,005OH000004oiYEYAY,2025-09-29T19:34:57.000+0000,(519)984-4488,,patgcou@gmail.com,(519)974-9344,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNeIJYA0,False,,22725275,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:24:49.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:24:49.000+0000,005OH000005URvxYAG,2025-09-29T19:24:50.000+0000,005OH000005URvxYAG,2025-09-29T19:24:50.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNfsdYAC,False,,22724704,003G0000018f7nAIAQ,0010A000002wPtdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:15:52.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T19:15:52.000+0000,0050A000000Hq5PQAS,2025-09-29T19:15:52.000+0000,0050A000000Hq5PQAS,2025-09-29T19:15:52.000+0000,(705)743-5270,,pauljvaneyk@pauljvaneyk.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNg2UYAS,False,,22725827,003G000001veLuUIAU,0010A000002wT4CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:33:59.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T19:33:59.000+0000,0050A000000Hq5PQAS,2025-09-29T19:33:59.000+0000,0050A000000Hq5PQAS,2025-09-29T19:33:59.000+0000,(905)999-9791,(905) 999-9791,christopher.stoyko@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNgQWYA0,False,,22726358,003OH00000EJeHvYAL,001OH00000I0L0ZYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:42:44.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:42:44.000+0000,005OH000005URvxYAG,2025-09-29T19:42:45.000+0000,005OH000005URvxYAG,2025-09-29T19:42:45.000+0000,(780)781-8909,,shrey.kothari@visioncu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNgS9YAK,False,,22725200,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:23:46.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:23:46.000+0000,005OH000005URvxYAG,2025-09-29T19:23:46.000+0000,005OH000005URvxYAG,2025-09-29T19:23:46.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNhHrYAK,False,,22727820,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:10:51.000+0000,False,False,005OH000005URvxYAG,2025-09-29T20:10:51.000+0000,005OH000005URvxYAG,2025-09-29T20:10:51.000+0000,005OH000005URvxYAG,2025-09-29T20:10:51.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNjrPYAS,False,,22724085,0030A000004svgVQAQ,0010A000005eOOxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:04:46.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T19:04:46.000+0000,005OH000004Ir1xYAC,2025-09-29T19:04:46.000+0000,005OH000004Ir1xYAC,2025-09-29T19:04:46.000+0000,(403)585-9446,,xiayong100@gmail.com,(403)585-9446,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNjxvYAC,False,,22726200,0035o0000064vK9AAI,0015o000006dMdwAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:40:18.000+0000,False,False,005OH000006owoYYAQ,2025-09-29T19:40:18.000+0000,005OH000006owoYYAQ,2025-09-29T19:40:19.000+0000,005OH000006owoYYAQ,2025-09-29T19:40:19.000+0000,(306)280-8240,,michaelcarss@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNk17YAC,False,,22727743,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:09:06.000+0000,False,False,005OH000005URvxYAG,2025-09-29T20:09:06.000+0000,005OH000005URvxYAG,2025-09-29T20:09:07.000+0000,005OH000005URvxYAG,2025-09-29T20:09:07.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNkU7YAK,False,,22725917,0035o0000067SeCAAU,0015o000006fv4aAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:35:28.000+0000,False,False,005OH000006owoYYAQ,2025-09-29T19:35:28.000+0000,005OH000006owoYYAQ,2025-09-29T19:35:29.000+0000,005OH000006owoYYAQ,2025-09-29T19:35:29.000+0000,(306)956-3590,,hudson.noel@assante.com,(306)956-3594,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNl3gYAC,False,,22726628,0030A0000029c0mQAA,0010A000002w0pwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:47:29.000+0000,False,False,005OH000004oiYEYAY,2025-09-29T19:47:29.000+0000,005OH000004oiYEYAY,2025-09-29T19:47:30.000+0000,005OH000004oiYEYAY,2025-09-29T19:47:30.000+0000,(519)835-7960,,jayneosborn.financial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNlYHYA0,False,,22725380,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:26:27.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:26:27.000+0000,005OH000005URvxYAG,2025-09-29T19:26:28.000+0000,005OH000005URvxYAG,2025-09-29T19:26:28.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNmSlYAK,False,,22728535,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:24:55.000+0000,False,False,005OH000005URvxYAG,2025-09-29T20:24:55.000+0000,005OH000005URvxYAG,2025-09-29T20:24:55.000+0000,005OH000005URvxYAG,2025-09-29T20:24:55.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNmitYAC,False,,22727713,0030A000009B6p7QAC,0010A00000A93emQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:08:31.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T20:08:31.000+0000,005OH000004Ir1xYAC,2025-09-29T20:08:32.000+0000,005OH000004Ir1xYAC,2025-09-29T20:08:32.000+0000,(403)903-1900,,williamzhu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNnGfYAK,False,,22724495,0030A0000029h4cQAA,0010A000002w50gQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:11:57.000+0000,False,False,0050A000001rl3wQAA,2025-09-29T19:11:57.000+0000,0050A000001rl3wQAA,2025-09-29T19:11:57.000+0000,0050A000001rl3wQAA,2025-09-29T19:11:57.000+0000,(604)987-1595,(604) 649-2546,kathy.mclean@assante.com,(604)682-8124,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNnVDYA0,False,,22725201,003G0000018f794IAA,0010A000002wPCNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:23:49.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T19:23:49.000+0000,0050A000000Hq5PQAS,2025-09-29T19:23:49.000+0000,0050A000000Hq5PQAS,2025-09-29T19:23:49.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNndJYAS,False,,22727690,0030A000002NnQJQA0,0010A000003AJNeQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:08:04.000+0000,False,False,005OH000006owoYYAQ,2025-09-29T20:08:04.000+0000,005OH000006owoYYAQ,2025-09-29T20:08:05.000+0000,005OH000006owoYYAQ,2025-09-29T20:08:05.000+0000,(306)737-9475,,andrea@flourishfinancials.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNoUZYA0,False,,22726333,003G000001D3Rg9IAF,0010A000002wRt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:42:13.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T19:42:13.000+0000,0050A000000Hq5PQAS,2025-09-29T19:42:13.000+0000,0050A000000Hq5PQAS,2025-09-29T19:42:13.000+0000,(905)442-2155,(416) 818-0791,peter.killam@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNoZLYA0,False,,22725102,0030A0000029p7aQAA,0010A000002wBeOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:22:15.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T19:22:15.000+0000,005OH000004Ir1xYAC,2025-09-29T19:22:15.000+0000,005OH000004Ir1xYAC,2025-09-29T19:22:15.000+0000,(888)688-0146,(403) 371-6896,info@whelanway.com,(888)688-0146,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNorAYAS,False,,22726456,0030A0000029mPsQAI,0010A000002w9PgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:44:29.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:44:29.000+0000,005OH000005URvxYAG,2025-09-29T19:44:30.000+0000,005OH000005URvxYAG,2025-09-29T19:44:30.000+0000,(867)334-9411,,pierre@ykfinancialbrokers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNp8rYAC,False,,22729267,0030A0000029c1zQAA,0010A000002w0r9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:40:13.000+0000,False,False,005OH000005URvxYAG,2025-09-29T20:40:13.000+0000,005OH000005URvxYAG,2025-09-29T20:40:13.000+0000,005OH000005URvxYAG,2025-09-29T20:40:13.000+0000,(780)868-4981,,brichmond@shaw.ca,(780)442-5090,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNpggYAC,False,,22725173,0030A0000029p7aQAA,0010A000002wBeOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:23:20.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T19:23:20.000+0000,005OH000004Ir1xYAC,2025-09-29T19:23:21.000+0000,005OH000004Ir1xYAC,2025-09-29T19:23:21.000+0000,(888)688-0146,(403) 371-6896,info@whelanway.com,(888)688-0146,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNq9hYAC,False,,22725097,0030A0000029UnGQAU,0010A000002vuqtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:22:14.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:22:14.000+0000,005OH000005URvxYAG,2025-09-29T19:22:14.000+0000,005OH000005URvxYAG,2025-09-29T19:22:14.000+0000,(780)914-7542,,ross@hallettfinancial.ca,(780)756-3533,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNqT5YAK,False,,22725652,0035o000005dunNAAQ,0015o000006ClctAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:30:59.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:30:59.000+0000,005OH000005URvxYAG,2025-09-29T19:31:00.000+0000,005OH000005URvxYAG,2025-09-29T19:31:00.000+0000,(780)905-2580,,llamarsh@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNqrGYAS,False,,22726192,0031600002IShKyAAL,0010A000002wNM3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:40:04.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T19:40:04.000+0000,0050A000000Hq5PQAS,2025-09-29T19:40:05.000+0000,0050A000000Hq5PQAS,2025-09-29T19:40:05.000+0000,(289)277-1204,(647) 406-1780,plewis@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNrKJYA0,False,,22726270,0030A0000029WHWQA2,0010A000002vw3xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:41:27.000+0000,False,False,005OH000004oiYEYAY,2025-09-29T19:41:27.000+0000,005OH000004oiYEYAY,2025-09-29T19:41:27.000+0000,005OH000004oiYEYAY,2025-09-29T19:41:27.000+0000,(519)856-9176,,glen.facey@sympatico.ca,(519)856-9925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNs56YAC,False,,22727905,0030A00000AogRBQAZ,0010A00000BNybBQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:12:45.000+0000,False,False,005OH000005URvxYAG,2025-09-29T20:12:45.000+0000,005OH000005URvxYAG,2025-09-29T20:12:45.000+0000,005OH000005URvxYAG,2025-09-29T20:12:45.000+0000,(780)448-1988,,barry.fischer@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNtNmYAK,False,,22727159,0030A000007VYUqQAO,0010A000008NRJfQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:57:14.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:57:14.000+0000,005OH000005URvxYAG,2025-09-29T19:57:14.000+0000,005OH000005URvxYAG,2025-09-29T19:57:14.000+0000,(780)994-2824,,liezel@zaratefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNuTSYA0,False,,22727093,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:55:48.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:55:48.000+0000,005OH000005URvxYAG,2025-09-29T19:55:49.000+0000,005OH000005URvxYAG,2025-09-29T19:55:49.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNvJFYA0,False,,22730561,0035o000006ENvTAAW,0015o000006jZYuAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T21:10:43.000+0000,False,False,005OH000006owoYYAQ,2025-09-29T21:10:43.000+0000,005OH000006owoYYAQ,2025-09-29T21:10:43.000+0000,005OH000006owoYYAQ,2025-09-29T21:10:43.000+0000,(306)361-3444,,michael@prosperfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNwgXYAS,False,,22726784,003G0000029mzUrIAI,0010A000002wTEeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:49:59.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T19:49:59.000+0000,0050A000000Hq5PQAS,2025-09-29T19:49:59.000+0000,0050A000000Hq5PQAS,2025-09-29T19:49:59.000+0000,(647)260-2501X262,(416) 723-5909,vikki@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNx4kYAC,False,,22727543,0031600002IShKyAAL,0010A000002wNM3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:04:58.000+0000,False,False,0050A000000Hq5PQAS,2025-09-29T20:04:58.000+0000,0050A000000Hq5PQAS,2025-09-29T20:42:03.000+0000,0050A000000Hq5PQAS,2025-09-29T20:42:03.000+0000,(289)277-1204,(647) 406-1780,plewis@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNxHeYAK,False,,22727264,0035o000005vQJJAA2,0015o000006TKjTAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:59:35.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:59:35.000+0000,005OH000005URvxYAG,2025-09-29T19:59:36.000+0000,005OH000005URvxYAG,2025-09-29T19:59:36.000+0000,(780)901-9663,,nikhil.satyamfinancials@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNxKrYAK,False,,22726926,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T19:52:55.000+0000,False,False,005OH000005URvxYAG,2025-09-29T19:52:55.000+0000,005OH000005URvxYAG,2025-09-29T19:52:56.000+0000,005OH000005URvxYAG,2025-09-29T19:52:56.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNyC9YAK,False,,22728709,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:28:50.000+0000,False,False,005OH000005URvxYAG,2025-09-29T20:28:50.000+0000,005OH000005URvxYAG,2025-09-29T20:28:50.000+0000,005OH000005URvxYAG,2025-09-29T20:28:50.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNyglYAC,False,,22727538,0035o000006QAbKAAW,0015o000006vcg2AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:04:54.000+0000,False,False,005OH000005URvxYAG,2025-09-29T20:04:54.000+0000,005OH000005URvxYAG,2025-09-29T20:04:54.000+0000,005OH000005URvxYAG,2025-09-29T20:04:54.000+0000,(780)307-2762,,mandypetkau@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNygoYAC,False,,22728349,0035o000005Fjk5AAC,0015o000005oVlDAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:21:06.000+0000,False,False,005OH000004Ir1xYAC,2025-09-29T20:21:06.000+0000,005OH000004Ir1xYAC,2025-09-29T20:21:07.000+0000,005OH000004Ir1xYAC,2025-09-29T20:21:07.000+0000,(403)615-3884,,karenchoi@affinityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNzWLYA0,False,,22727433,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:02:48.000+0000,False,False,005OH000005URvxYAG,2025-09-29T20:02:48.000+0000,005OH000005URvxYAG,2025-09-29T20:02:49.000+0000,005OH000005URvxYAG,2025-09-29T20:02:49.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cNzbBYAS,False,,22727459,0030A0000029Vg9QAE,0010A000002vvYSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:03:22.000+0000,False,False,005OH000005URvxYAG,2025-09-29T20:03:22.000+0000,005OH000005URvxYAG,2025-09-29T20:03:22.000+0000,005OH000005URvxYAG,2025-09-29T20:03:22.000+0000,(780)395-9494,,dipak@auminsurance.ca,(780)395-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cO0ViYAK,False,,22728892,003OH00000FPk5XYAT,001OH00000JEciYYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:31:58.000+0000,False,False,005OH000006owoYYAQ,2025-09-29T20:31:58.000+0000,005OH000006owoYYAQ,2025-09-29T20:31:59.000+0000,005OH000006owoYYAQ,2025-09-29T20:31:59.000+0000,(306)535-6580,,ashley@advwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cO1WZYA0,False,,22728303,003G0000018f7NVIAY,0010A000002wPTAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,will return call,True,2025-09-29T20:21:50.000+0000,False,False,005OH000006uYruYAE,2025-09-29T20:20:18.000+0000,005OH000006uYruYAE,2025-09-30T19:34:31.000+0000,005OH000006uYruYAE,2025-09-30T19:34:31.000+0000,(905)662-2424,,gary@truvisionfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cO3jgYAC,False,,22729320,0030A0000029g8eQAA,0010A000002w4CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:41:10.000+0000,False,False,005OH000005URvxYAG,2025-09-29T20:41:10.000+0000,005OH000005URvxYAG,2025-09-29T20:41:10.000+0000,005OH000005URvxYAG,2025-09-29T20:41:10.000+0000,(780)433-0444,(780) 289-7862,shelley@sheltryn.ca,(866)403-6889,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cO9AlYAK,False,,22730406,0035o000006GUTtAAO,0015o000006ld9ZAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T21:06:28.000+0000,False,False,005OH000006owoYYAQ,2025-09-29T21:06:28.000+0000,005OH000006owoYYAQ,2025-09-29T21:06:29.000+0000,005OH000006owoYYAQ,2025-09-29T21:06:29.000+0000,(306)974-2626,,jody@ennsbaxter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cOA0LYAW,False,,22730013,003G0000018f7Z5IAI,0010A000002wPfvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T20:56:31.000+0000,False,False,0055o000002KxmIAAS,2025-09-29T20:56:31.000+0000,0055o000002KxmIAAS,2025-09-29T20:56:31.000+0000,0055o000002KxmIAAS,2025-09-29T20:56:31.000+0000,(905)329-6616,(905) 329-6616,peter@capital-wealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cOEghYAG,False,,22732330,0030A0000029f6rQAA,0010A000002w3L1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T22:10:43.000+0000,False,False,005OH000005URvxYAG,2025-09-29T22:10:43.000+0000,005OH000005URvxYAG,2025-09-29T22:10:43.000+0000,005OH000005URvxYAG,2025-09-29T22:10:43.000+0000,(780)970-5389,,kevin.punshon@cibc.ca,(780)429-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cON2PYAW,False,,22732528,0030A0000029i8gQAA,0010A000002w5u2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-09-29T22:18:41.000+0000,False,False,0050A000001rl3wQAA,2025-09-29T22:18:41.000+0000,0050A000001rl3wQAA,2025-09-29T22:18:41.000+0000,0050A000001rl3wQAA,2025-09-29T22:18:41.000+0000,(604)880-0092,,boy@telus.net,(604)582-6883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,185.0
500OH00000cS5LYYA0,False,,22754725,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The customer had a question about the fund codes used for different investment amounts. The agent provided information about the standard series codes for amounts up to $500,000 and the series 1 codes for amounts over $500,000. The customer indicated they would be submitting some applications and the agent offered to provide additional assistance if needed.",True,2025-10-01T13:07:14.000+0000,False,False,005OH000004pk06YAA,2025-10-01T13:07:14.000+0000,005OH000004pk06YAA,2025-10-01T13:17:15.000+0000,005OH000004pk06YAA,2025-10-01T13:17:15.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSAwGYAW,False,,22753457,003OH00000VIed3YAD,0010A000002vu2hQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T12:19:20.000+0000,False,False,0050A000001o2WeQAI,2025-10-01T12:19:20.000+0000,0050A000001o2WeQAI,2025-10-01T12:19:21.000+0000,0050A000001o2WeQAI,2025-10-01T12:19:21.000+0000,709-781-0588,709-351-2363,msaghir@ppi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSCVCYA4,False,,22756809,0030A0000029kN2QAI,0010A000002w7ipQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T13:53:15.000+0000,False,False,0055o000002KxmIAAS,2025-10-01T13:53:15.000+0000,0055o000002KxmIAAS,2025-10-01T13:53:16.000+0000,0055o000002KxmIAAS,2025-10-01T13:53:16.000+0000,(905)690-5035,,nickb@brownfinancial.com,(905)690-9913,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSGX0YAO,False,,22754719,0030A000002TsbeQAC,0010A000003GDIXQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T13:07:07.000+0000,False,False,0050A000001o2WeQAI,2025-10-01T13:07:07.000+0000,0050A000001o2WeQAI,2025-10-01T13:07:07.000+0000,0050A000001o2WeQAI,2025-10-01T13:07:07.000+0000,(506)857-6835,(506) 204-7783,isabelle@axisfinancial.ca,(506)857-6833,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSIgxYAG,False,,22756385,0030A0000029cmyQAA,0010A000002w1P7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T13:44:33.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T13:44:33.000+0000,005OH000004oiYEYAY,2025-10-01T13:44:33.000+0000,005OH000004oiYEYAY,2025-10-01T13:44:33.000+0000,(519)982-5997,,lionelcampeau@gmail.com,(519)972-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSJQ6YAO,False,,22755433,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The customer had an issue with setting up a corporate account on the digital platform, as the system did not allow them to proceed with the application. The agent explained that corporate accounts require additional paperwork and cannot be set up through the digital platform. The agent offered to send the customer the instructions and set up a call with the processing team to help the customer complete the application. The customer expressed the need to complete the application quickly as they were leaving for vacation soon and had multiple accounts to set up. The agent agreed to provide the instructions and schedule a call with the processing team to assist the customer as soon as possible.",True,2025-10-01T13:23:16.000+0000,False,False,005OH000004pk06YAA,2025-10-01T13:23:16.000+0000,005OH000004pk06YAA,2025-10-01T13:36:17.000+0000,005OH000004pk06YAA,2025-10-01T13:36:17.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSQZeYAO,False,,22756719,003G0000018f6RuIAI,0010A000002wOOFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T13:51:42.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T13:51:42.000+0000,0050A000000WjqvQAC,2025-10-01T13:51:42.000+0000,0050A000000WjqvQAC,2025-10-01T13:51:42.000+0000,(613)267-3550,,dave@twealthsolutions.ca,(613)267-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSRXKYA4,False,,22758686,0030A0000029UtZQAU,0010A000002vuwdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:27:53.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T14:27:53.000+0000,005OH000004oiYEYAY,2025-10-01T14:27:53.000+0000,005OH000004oiYEYAY,2025-10-01T14:27:53.000+0000,(519)658-3771,,s229395@live.ca,(519)742-0621,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSS0MYAW,False,,22756977,0030A0000029b0NQAQ,0010A000002w035QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T13:56:34.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T13:56:34.000+0000,005OH000004oiYEYAY,2025-10-01T13:56:34.000+0000,005OH000004oiYEYAY,2025-10-01T13:56:34.000+0000,(226)420-3217,(519) 955-3217,mark@havenfinancial.ca,(226)440-2220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSUbfYAG,False,,22758179,0030A0000029VlDQAU,0010A000002vvd7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:18:34.000+0000,False,False,005OH000003ds0PYAQ,2025-10-01T14:18:34.000+0000,005OH000003ds0PYAQ,2025-10-01T14:18:34.000+0000,005OH000003ds0PYAQ,2025-10-01T14:18:34.000+0000,(800)429-9507,,,(705)743-4516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSVKrYAO,False,,22759119,0030A0000029laMQAQ,0010A000002w8jGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:35:18.000+0000,False,False,005OH000003ds0PYAQ,2025-10-01T14:35:18.000+0000,005OH000003ds0PYAQ,2025-10-01T14:35:18.000+0000,005OH000003ds0PYAQ,2025-10-01T14:35:18.000+0000,(905)576-1726,,ian.haar@cibc.ca,(905)576-2919,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSVZHYA4,False,,22755586,0030A000002TsbeQAC,0010A000003GDIXQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T13:26:27.000+0000,False,False,0050A000001o2WeQAI,2025-10-01T13:26:27.000+0000,0050A000001o2WeQAI,2025-10-01T17:13:53.000+0000,0050A000001o2WeQAI,2025-10-01T17:13:53.000+0000,(506)857-6835,(506) 204-7783,isabelle@axisfinancial.ca,(506)857-6833,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSXxgYAG,False,,22757882,0030A0000029VwJQAU,0010A000002vvnQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:13:35.000+0000,False,False,0055o000002KxmIAAS,2025-10-01T14:13:35.000+0000,0055o000002KxmIAAS,2025-10-01T14:13:35.000+0000,0055o000002KxmIAAS,2025-10-01T14:13:35.000+0000,(289)242-6793,,sean@kayeconsulting.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSYQoYAO,False,,22760032,0030A00000CghpSQAR,0010A00000DICdCQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:50:33.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T14:50:33.000+0000,0050A000000WjqvQAC,2025-10-01T14:50:34.000+0000,0050A000000WjqvQAC,2025-10-01T14:50:34.000+0000,(613)447-4586,(613) 447-4586,alexlacelle@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSZL8YAO,False,,22756575,0030A0000029kRLQAY,0010A000002w7n0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T13:48:40.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T13:48:40.000+0000,005OH000004oiYEYAY,2025-10-01T13:48:40.000+0000,005OH000004oiYEYAY,2025-10-01T13:48:40.000+0000,(519)482-7632,,steve.preszcator@radarfinancial.ca,(519)482-7978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSa7gYAC,False,,22760735,0030A0000029hNWQAY,0010A000002w5I8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:03:26.000+0000,False,False,0055o000001h4cFAAQ,2025-10-01T15:03:26.000+0000,0055o000001h4cFAAQ,2025-10-01T15:03:26.000+0000,0055o000001h4cFAAQ,2025-10-01T15:03:26.000+0000,(204)952-1914,,emilymayoralgo@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSaPLYA0,False,,22760199,0031600002bX8EYAA0,0010A000002wOJRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:53:51.000+0000,False,False,0055o000001h4cFAAQ,2025-10-01T14:53:51.000+0000,0055o000001h4cFAAQ,2025-10-01T14:53:52.000+0000,0055o000001h4cFAAQ,2025-10-01T14:53:52.000+0000,(204)291-1087,(204) 291-1087,eddie@kreitzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSb8QYAS,False,,22757199,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:01:13.000+0000,False,False,005OH000004pk06YAA,2025-10-01T14:01:13.000+0000,005OH000004pk06YAA,2025-10-01T14:01:13.000+0000,005OH000004pk06YAA,2025-10-01T14:01:13.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSbRrYAK,False,,22758953,003G0000018f6hRIAQ,0010A000002wOhhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:32:20.000+0000,False,False,0050A000000XQhmQAG,2025-10-01T14:32:20.000+0000,0050A000000XQhmQAG,2025-10-01T14:32:21.000+0000,0050A000000XQhmQAG,2025-10-01T14:32:21.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSbgSYAS,False,,22762362,0030A0000029hCZQAY,0010A000002w584QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:28:51.000+0000,False,False,0055o000001t1uPAAQ,2025-10-01T15:28:51.000+0000,0055o000001t1uPAAQ,2025-10-01T15:28:52.000+0000,0055o000001t1uPAAQ,2025-10-01T15:28:52.000+0000,(905)470-8222,(416) 704-3975,markshan@live.com,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSbmkYAC,False,,22757125,0030A0000029gLOQAY,0010A000002w4P1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T13:59:29.000+0000,False,False,005OH000003ds0PYAQ,2025-10-01T13:59:29.000+0000,005OH000003ds0PYAQ,2025-10-01T13:59:29.000+0000,005OH000003ds0PYAQ,2025-10-01T13:59:29.000+0000,(705)521-1444,,hwalter@assante.com,(705)521-1450,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSdrrYAC,False,,22759929,003G0000018f6c1IAA,0010A000002wOZJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:49:01.000+0000,False,False,005OH00000AdAzSYAV,2025-10-01T14:49:01.000+0000,005OH00000AdAzSYAV,2025-10-01T14:49:01.000+0000,005OH00000AdAzSYAV,2025-10-01T14:49:01.000+0000,(289)337-4440,(289) 337-4440,dan.haney@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSe1TYAS,False,,22760878,0030A0000029isjQAA,0010A000002w6UfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:05:33.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T15:05:33.000+0000,005OH000007fgYjYAI,2025-10-01T15:05:33.000+0000,005OH000007fgYjYAI,2025-10-01T15:05:33.000+0000,(418)836-0808,,cgenest@genestfinance.com,(418)831-5654,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSeJKYA0,False,,22761849,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:20:47.000+0000,False,False,005OH000003ds0PYAQ,2025-10-01T15:20:47.000+0000,005OH000003ds0PYAQ,2025-10-01T15:20:47.000+0000,005OH000003ds0PYAQ,2025-10-01T15:20:47.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSfSCYA0,False,,22758335,0030A0000029dXWQAY,0010A000002w22yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:21:41.000+0000,False,False,005OH000003ds0PYAQ,2025-10-01T14:21:41.000+0000,005OH000003ds0PYAQ,2025-10-01T14:21:41.000+0000,005OH000003ds0PYAQ,2025-10-01T14:21:41.000+0000,(705)286-4727,,darryl@dkcgroup.com,(705)286-4769,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSg6dYAC,False,,22760490,003OH00000VJIHBYA5,001OH00000cBvOYYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:59:11.000+0000,False,False,0055o000001h4cFAAQ,2025-10-01T14:59:11.000+0000,0055o000001h4cFAAQ,2025-10-01T14:59:12.000+0000,0055o000001h4cFAAQ,2025-10-01T14:59:12.000+0000,(204)489-4640,,wil.montgomery@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSiJcYAK,False,,22758297,0030A0000029a5CQAQ,0010A000002vzIxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:21:07.000+0000,False,False,0055o000002KxmIAAS,2025-10-01T14:21:07.000+0000,0055o000002KxmIAAS,2025-10-01T14:21:07.000+0000,0055o000002KxmIAAS,2025-10-01T14:21:07.000+0000,(519)893-3940,(519) 824-8009,elizabethlorenz@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSiLHYA0,False,,22761824,0030A000007AAPrQAO,0010A0000081AjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:20:24.000+0000,False,False,0055o000001t1uPAAQ,2025-10-01T15:20:24.000+0000,0055o000001t1uPAAQ,2025-10-01T15:20:25.000+0000,0055o000001t1uPAAQ,2025-10-01T15:20:25.000+0000,,(647) 879-2916,jocelyn.xie@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSjHFYA0,False,,22758015,0030A0000029VwJQAU,0010A000002vvnQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:16:07.000+0000,False,False,0055o000002KxmIAAS,2025-10-01T14:16:07.000+0000,0055o000002KxmIAAS,2025-10-01T14:16:07.000+0000,0055o000002KxmIAAS,2025-10-01T14:16:07.000+0000,(289)242-6793,,sean@kayeconsulting.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSjsQYAS,False,,22760471,0030A0000029fDQQAY,0010A000002w3RBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:58:56.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T14:58:56.000+0000,005OH000007fgYjYAI,2025-10-01T14:58:57.000+0000,005OH000007fgYjYAI,2025-10-01T14:58:57.000+0000,(450)676-4227XX3,,kmarcotte@sfcap.ca,(450)676-1070,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSk25YAC,False,,22761250,0030A0000029oAYQAY,0010A000002wAsFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:11:39.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T15:11:39.000+0000,005OH000004oiYEYAY,2025-10-01T15:11:39.000+0000,005OH000004oiYEYAY,2025-10-01T15:11:39.000+0000,(519)641-0778,,stasaw@rogers.com,(519)641-0778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSkq8YAC,False,,22762220,0030A000008eUDXQA2,0010A000009Z2bTQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:26:27.000+0000,False,False,005OH00000AdAzSYAV,2025-10-01T15:26:27.000+0000,005OH00000AdAzSYAV,2025-10-01T15:26:27.000+0000,005OH00000AdAzSYAV,2025-10-01T15:26:27.000+0000,(647)818-7815,,megha.murphy@lyfestylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSkreYAC,False,,22759115,0030A0000029laiQAA,0010A000002w8jSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:35:11.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T14:35:11.000+0000,005OH000004oiYEYAY,2025-10-01T14:35:12.000+0000,005OH000004oiYEYAY,2025-10-01T14:35:12.000+0000,(519)697-6355,,pete.roch@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSl6FYAS,False,,22762517,0030A0000029Yo9QAE,0010A000002vyARQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:31:10.000+0000,False,False,0055o000002KxmIAAS,2025-10-01T15:31:10.000+0000,0055o000002KxmIAAS,2025-10-01T15:31:10.000+0000,0055o000002KxmIAAS,2025-10-01T15:31:10.000+0000,(905)333-3335,4168442345,charles.thornton@ig.ca,(905)333-3353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSmjpYAC,False,,22762808,0030A0000029ofmQAA,0010A000002wBHkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:35:51.000+0000,False,False,005OH00000AdAzSYAV,2025-10-01T15:35:51.000+0000,005OH00000AdAzSYAV,2025-10-01T15:35:51.000+0000,005OH00000AdAzSYAV,2025-10-01T15:35:51.000+0000,(519)837-9659,,customerservice@tenzing.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSnJFYA0,False,,22758954,0035o000006DyqRAAS,0015o000006j9cwAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:32:22.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T14:32:22.000+0000,0050A000000Hq5PQAS,2025-10-01T14:32:22.000+0000,0050A000000Hq5PQAS,2025-10-01T14:32:22.000+0000,(705)749-6776,,julia@bodenandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSnJKYA0,False,,22761060,003G0000018f6WyIAI,0010A000002wOU3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:08:28.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T15:08:28.000+0000,0050A000000WjqvQAC,2025-10-01T15:08:29.000+0000,0050A000000WjqvQAC,2025-10-01T15:08:29.000+0000,(613)596-9101X393,(613) 859-2111,rcorleybyrne@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSpPyYAK,False,,22761575,0030A0000029kN2QAI,0010A000002w7ipQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:16:40.000+0000,False,False,0055o000002KxmIAAS,2025-10-01T15:16:40.000+0000,0055o000002KxmIAAS,2025-10-01T15:16:40.000+0000,0055o000002KxmIAAS,2025-10-01T15:16:40.000+0000,(905)690-5035,,nickb@brownfinancial.com,(905)690-9913,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSq4IYAS,False,,22763797,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:52:02.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T15:52:02.000+0000,0050A000000Hq5PQAS,2025-10-01T15:52:03.000+0000,0050A000000Hq5PQAS,2025-10-01T15:52:03.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSqsDYAS,False,,22759851,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:47:43.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T14:47:43.000+0000,0050A000000Hq5PQAS,2025-10-01T14:47:43.000+0000,0050A000000Hq5PQAS,2025-10-01T14:47:43.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSrYFYA0,False,,22763605,0030A0000029kN2QAI,0010A000002w7ipQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:48:30.000+0000,False,False,0055o000002KxmIAAS,2025-10-01T15:48:30.000+0000,0055o000002KxmIAAS,2025-10-01T15:48:30.000+0000,0055o000002KxmIAAS,2025-10-01T15:48:30.000+0000,(905)690-5035,,nickb@brownfinancial.com,(905)690-9913,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSrbUYAS,False,,22763896,0035o000003Qfn5AAC,0015o0000043QfBAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:53:38.000+0000,False,False,005OH000006owoYYAQ,2025-10-01T15:53:38.000+0000,005OH000006owoYYAQ,2025-10-01T15:53:39.000+0000,005OH000006owoYYAQ,2025-10-01T15:53:39.000+0000,(306)956-7814,,carson.jahn@rbc.com,(306)956-5252,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSsquYAC,False,,22763044,003G0000018f7MoIAI,0010A000002wPSTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:39:31.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T15:39:31.000+0000,0050A000000WjqvQAC,2025-10-01T15:39:32.000+0000,0050A000000WjqvQAC,2025-10-01T15:39:32.000+0000,(613)764-0213,(613) 882-5938,mario@clearviewwealthmanagement.ca,(613)427-2027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cStBlYAK,False,,22760363,0030A0000029fDQQAY,0010A000002w3RBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T14:57:00.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T14:57:00.000+0000,005OH000007fgYjYAI,2025-10-01T14:57:01.000+0000,005OH000007fgYjYAI,2025-10-01T14:57:01.000+0000,(450)676-4227XX3,,kmarcotte@sfcap.ca,(450)676-1070,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSu4dYAC,False,,22760638,0030A0000029VwJQAU,0010A000002vvnQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:02:04.000+0000,False,False,0055o000002KxmIAAS,2025-10-01T15:02:04.000+0000,0055o000002KxmIAAS,2025-10-01T15:02:05.000+0000,0055o000002KxmIAAS,2025-10-01T15:02:05.000+0000,(289)242-6793,,sean@kayeconsulting.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSxLpYAK,False,,22761439,0030A0000029isjQAA,0010A000002w6UfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:14:39.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T15:14:39.000+0000,005OH000007fgYjYAI,2025-10-01T15:14:39.000+0000,005OH000007fgYjYAI,2025-10-01T15:14:39.000+0000,(418)836-0808,,cgenest@genestfinance.com,(418)831-5654,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSy4zYAC,False,,22761658,003G0000018f6iBIAQ,0010A000002wOiQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:18:01.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T15:18:01.000+0000,0050A000000WjqvQAC,2025-10-01T15:18:02.000+0000,0050A000000WjqvQAC,2025-10-01T15:18:02.000+0000,(613)629-1234,(613) 401-7633,rod.white@rgwfinancial.com,(613)629-1236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSy6bYAC,False,,22761659,0030A000007AAPrQAO,0010A0000081AjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:18:02.000+0000,False,False,0055o000001t1uPAAQ,2025-10-01T15:18:02.000+0000,0055o000001t1uPAAQ,2025-10-01T15:18:02.000+0000,0055o000001t1uPAAQ,2025-10-01T15:18:02.000+0000,,(647) 879-2916,jocelyn.xie@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSyszYAC,False,,22761927,003OH00000U4qV2YAJ,001OH00000ag1ChYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:21:55.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T15:21:55.000+0000,0055o000002DK5fAAG,2025-10-01T15:21:55.000+0000,0055o000002DK5fAAG,2025-10-01T15:21:55.000+0000,(416)294-0746,,varundewan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSzQwYAK,False,,22766168,0031600002HMl26AAD,0010A000002wNJLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:32:00.000+0000,False,False,005OH000001cCPNYA2,2025-10-01T16:32:00.000+0000,005OH000001cCPNYA2,2025-10-01T16:32:01.000+0000,005OH000001cCPNYA2,2025-10-01T16:32:01.000+0000,(604)202-0803,(604) 202-0803,brandon@saasinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cSzU7YAK,False,,22763000,0030A000001aa55QAA,0010A000002wN19QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:38:55.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T15:38:55.000+0000,0050A000000Hq5PQAS,2025-10-01T15:38:55.000+0000,0050A000000Hq5PQAS,2025-10-01T15:38:55.000+0000,(705) 749-1131,(705) 741-7611,doug@curryfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT0BjYAK,False,,22767290,003OH00000OHqnaYAD,0010A000002vtpcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:50:47.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T16:50:47.000+0000,0055o000002DK5fAAG,2025-10-01T16:50:48.000+0000,0055o000002DK5fAAG,2025-10-01T16:50:48.000+0000,,416-640-7526 x 232,dnorton@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT1arYAC,False,,22766076,003G0000018f7MsIAI,0010A000002wPSXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:30:18.000+0000,False,False,0050A000000XQhmQAG,2025-10-01T16:30:18.000+0000,0050A000000XQhmQAG,2025-10-01T16:30:18.000+0000,0050A000000XQhmQAG,2025-10-01T16:30:18.000+0000,(902)625-1100,(902) 623-0780,rodney@maritimewealth.com,(902)625-1122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT1ywYAC,False,,22763726,0030A0000029XrPQAU,0010A000002vxNlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:50:39.000+0000,False,False,005OH0000084GETYA2,2025-10-01T15:50:39.000+0000,005OH0000084GETYA2,2025-10-01T15:50:40.000+0000,005OH0000084GETYA2,2025-10-01T15:50:40.000+0000,(905)859-5141,(647) 220-2977,finesseyourfinances@rogers.com,(905)859-8571,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT4AWYA0,False,,22766074,003G0000018f6WyIAI,0010A000002wOU3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:30:17.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T16:30:17.000+0000,0050A000000WjqvQAC,2025-10-01T16:30:18.000+0000,0050A000000WjqvQAC,2025-10-01T16:30:18.000+0000,(613)596-9101X393,(613) 859-2111,rcorleybyrne@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT5ZVYA0,False,,22763368,003OH00000H2UjPYAV,001OH00000L4B2QYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:44:30.000+0000,False,False,0055o000001h4cFAAQ,2025-10-01T15:44:30.000+0000,0055o000001h4cFAAQ,2025-10-01T15:44:31.000+0000,0055o000001h4cFAAQ,2025-10-01T15:44:31.000+0000,(204)474-2929,(204)802-5649,samantha@yourstylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT5g0YAC,False,,22766880,003G0000018f6q2IAA,0010A000002wOrlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:43:59.000+0000,False,False,005OH000001cCPNYA2,2025-10-01T16:43:59.000+0000,005OH000001cCPNYA2,2025-10-01T16:43:59.000+0000,005OH000001cCPNYA2,2025-10-01T16:43:59.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT60vYAC,False,,22763435,0030A0000029mwBQAQ,0010A000002w9rjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:45:36.000+0000,False,False,0055o000001NWfMAAW,2025-10-01T15:45:36.000+0000,0055o000001NWfMAAW,2025-10-01T15:45:37.000+0000,0055o000001NWfMAAW,2025-10-01T15:45:37.000+0000,(416)819-9038,,xwh2638@gmail.com,(905)415-8802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT62XYAS,False,,22763456,0030A0000029hCZQAY,0010A000002w584QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T15:45:52.000+0000,False,False,0055o000001t1uPAAQ,2025-10-01T15:45:52.000+0000,0055o000001t1uPAAQ,2025-10-01T15:45:53.000+0000,0055o000001t1uPAAQ,2025-10-01T15:45:53.000+0000,(905)470-8222,(416) 704-3975,markshan@live.com,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT64MYAS,False,,22768512,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:10:12.000+0000,False,False,005OH000005URvxYAG,2025-10-01T17:10:12.000+0000,005OH000005URvxYAG,2025-10-01T17:10:12.000+0000,005OH000005URvxYAG,2025-10-01T17:10:12.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT8ajYAC,False,,22767650,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:57:05.000+0000,False,False,005OH000005URvxYAG,2025-10-01T16:57:05.000+0000,005OH000005URvxYAG,2025-10-01T16:57:05.000+0000,005OH000005URvxYAG,2025-10-01T16:57:05.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT8cFYAS,False,,22766123,003G0000018f7MsIAI,0010A000002wPSXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:31:12.000+0000,False,False,0050A000000XQhmQAG,2025-10-01T16:31:12.000+0000,0050A000000XQhmQAG,2025-10-01T16:31:12.000+0000,0050A000000XQhmQAG,2025-10-01T16:31:12.000+0000,(902)625-1100,(902) 623-0780,rodney@maritimewealth.com,(902)625-1122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT9EyYAK,False,,22769110,0035o0000062BnQAAU,0015o000006amUrAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:18:50.000+0000,False,False,005OH000006owoYYAQ,2025-10-01T17:18:50.000+0000,005OH000006owoYYAQ,2025-10-01T17:18:50.000+0000,005OH000006owoYYAQ,2025-10-01T17:18:50.000+0000,(306)244-0077,,chantel.miller@md.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cT9N3YAK,False,,22768024,0035o0000063YGPAA2,0015o000006c9UMAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:02:54.000+0000,False,False,005OH000005URvxYAG,2025-10-01T17:02:54.000+0000,005OH000005URvxYAG,2025-10-01T17:02:54.000+0000,005OH000005URvxYAG,2025-10-01T17:02:54.000+0000,(587)983-1030,,arjun@askfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTA9UYAW,False,,22767043,0030A0000029ibvQAA,0010A000002w6IDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:46:41.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T16:46:41.000+0000,0055o000002DK5fAAG,2025-10-01T16:46:42.000+0000,0055o000002DK5fAAG,2025-10-01T16:46:42.000+0000,(705)726-7526,,john.fischer@invdfsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTDP5YAO,False,,22767055,0030A00000BSNySQAX,0010A00000C2XebQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:46:51.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T16:46:51.000+0000,005OH000007fgYjYAI,2025-10-01T16:46:51.000+0000,005OH000007fgYjYAI,2025-10-01T16:46:51.000+0000,(514)500-6003,(514) 473-6333,ereny.bishara@bisharainsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTE89YAG,False,,22765182,0030A00000BgkJtQAJ,0010A00000CGx6jQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:15:24.000+0000,False,False,0050A000001o2WeQAI,2025-10-01T16:15:24.000+0000,0050A000001o2WeQAI,2025-10-01T17:13:33.000+0000,0050A000001o2WeQAI,2025-10-01T17:13:33.000+0000,(506)405-2600,(902) 698-7459,riley@altiorawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTGDDYA4,False,,22767295,0030A0000029iZTQAY,0010A000002w6GZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:50:53.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T16:50:53.000+0000,005OH000007fgYjYAI,2025-10-01T16:50:53.000+0000,005OH000007fgYjYAI,2025-10-01T16:50:53.000+0000,(418)659-7777,,morau10@videotron.ca,(450)625-8077,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTGZpYAO,False,,22769028,003OH00000HMDHtYAP,001OH00000LP3DFYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:17:37.000+0000,False,False,005OH000005URvxYAG,2025-10-01T17:17:37.000+0000,005OH000005URvxYAG,2025-10-01T17:17:37.000+0000,005OH000005URvxYAG,2025-10-01T17:17:37.000+0000,(780)953-3399,,dannytatszeto@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTGgEYAW,False,,22766881,0030A0000029b74QAA,0010A000002w098QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:43:59.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T16:43:59.000+0000,0055o000002DK5fAAG,2025-10-01T16:43:59.000+0000,0055o000002DK5fAAG,2025-10-01T16:43:59.000+0000,(905)873-1877,,justin.worby@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTIIHYA4,False,,22770268,003G000001B5pLBIAZ,0010A000002wQMqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:36:53.000+0000,False,False,005OH000004pk06YAA,2025-10-01T17:36:53.000+0000,005OH000004pk06YAA,2025-10-01T17:36:53.000+0000,005OH000004pk06YAA,2025-10-01T17:36:53.000+0000,(416) 488-3080,(416) 917-9008,paul@deacon-kalata.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTJKkYAO,False,,22767512,0030A0000029diKQAQ,0010A000002w2AsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:54:36.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T16:54:36.000+0000,0055o000002DK5fAAG,2025-10-01T16:54:36.000+0000,0055o000002DK5fAAG,2025-10-01T16:54:36.000+0000,(289)837-4697,(289) 259-1822,gmorson@prismteam.ca,(289)837-3498,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTJkXYAW,False,,22766777,0030A0000029b97QAA,0010A000002w0B1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:42:24.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T16:42:24.000+0000,0055o000002DK5fAAG,2025-10-01T16:42:25.000+0000,0055o000002DK5fAAG,2025-10-01T16:42:25.000+0000,(416)907-2016,,hananth@investdfsi.ca,(855)303-9091,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTJnnYAG,False,,22767373,003OH00000QAkXQYA1,001OH00000VqAmOYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T16:52:13.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T16:52:13.000+0000,0055o000002DK5fAAG,2025-10-01T16:52:14.000+0000,0055o000002DK5fAAG,2025-10-01T16:52:14.000+0000,(705)719-6773,,emma.nevins@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTKaDYAW,False,,22771105,0031600002YRXh5AAH,0010A000002wODGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:49:18.000+0000,False,False,005OH00000AdAzSYAV,2025-10-01T17:49:18.000+0000,005OH00000AdAzSYAV,2025-10-01T17:49:19.000+0000,005OH00000AdAzSYAV,2025-10-01T17:49:19.000+0000,(519)589-0856,(519) 589-0856,cameron@peregrinewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTKlTYAW,False,,22769125,0030A0000029fDQQAY,0010A000002w3RBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:19:10.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T17:19:10.000+0000,005OH000007fgYjYAI,2025-10-01T17:19:10.000+0000,005OH000007fgYjYAI,2025-10-01T17:19:10.000+0000,(450)676-4227XX3,,kmarcotte@sfcap.ca,(450)676-1070,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTLHnYAO,False,,22769434,0030A0000029UnGQAU,0010A000002vuqtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:23:58.000+0000,False,False,005OH000005URvxYAG,2025-10-01T17:23:58.000+0000,005OH000005URvxYAG,2025-10-01T17:23:58.000+0000,005OH000005URvxYAG,2025-10-01T17:23:58.000+0000,(780)914-7542,,ross@hallettfinancial.ca,(780)756-3533,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTMqZYAW,False,,22771216,0035o000005gYhDAAU,0015o000006FNHvAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:50:44.000+0000,False,False,005OH000006owoYYAQ,2025-10-01T17:50:44.000+0000,005OH000006owoYYAQ,2025-10-01T17:50:44.000+0000,005OH000006owoYYAQ,2025-10-01T17:50:44.000+0000,(780)871-0066,,travis@robertsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTNMpYAO,False,,22771157,0030A0000029Y2cQAE,0010A000002vxYKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:50:01.000+0000,False,False,005OH000005URvxYAG,2025-10-01T17:50:01.000+0000,005OH000005URvxYAG,2025-10-01T17:50:01.000+0000,005OH000005URvxYAG,2025-10-01T17:50:01.000+0000,(780)702-0344X104,,tom@lifeguidefinancial.com,(780)702-0523,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTNo9YAG,False,,22767939,003OH000006GFVvYAO,001OH000007nZlZYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:01:24.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T17:01:24.000+0000,0055o000002DK5fAAG,2025-10-01T17:01:25.000+0000,0055o000002DK5fAAG,2025-10-01T17:01:25.000+0000,(289)837-4697,,sdeimling@mdfs.ca,(289)837-3498,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTO2iYAG,False,,22769959,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:32:00.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T17:32:00.000+0000,0050A000000WjqvQAC,2025-10-01T17:32:00.000+0000,0050A000000WjqvQAC,2025-10-01T17:32:00.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTO7aYAG,False,,22771746,0030A000002NnQJQA0,0010A000003AJNeQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:59:03.000+0000,False,False,005OH000006owoYYAQ,2025-10-01T17:59:03.000+0000,005OH000006owoYYAQ,2025-10-01T17:59:04.000+0000,005OH000006owoYYAQ,2025-10-01T17:59:04.000+0000,(306)737-9475,,andrea@flourishfinancials.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTP0MYAW,False,,22768653,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:12:11.000+0000,False,False,005OH000005URvxYAG,2025-10-01T17:12:11.000+0000,005OH000005URvxYAG,2025-10-01T17:12:11.000+0000,005OH000005URvxYAG,2025-10-01T17:12:11.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTP6uYAG,False,,22771055,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:48:33.000+0000,False,False,005OH000005URvxYAG,2025-10-01T17:48:33.000+0000,005OH000005URvxYAG,2025-10-01T17:48:33.000+0000,005OH000005URvxYAG,2025-10-01T17:48:33.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTPLKYA4,False,,22768388,0030A000009HyEUQA0,0010A00000AJt2CQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:08:05.000+0000,False,False,005OH000006owoYYAQ,2025-10-01T17:08:05.000+0000,005OH000006owoYYAQ,2025-10-01T17:08:05.000+0000,005OH000006owoYYAQ,2025-10-01T17:08:05.000+0000,(306)777-0578,,andrew.wilson@rbc.com,(306)757-2606,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTPYFYA4,False,,22769227,0030A0000029WmrQAE,0010A000002vwScQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:20:42.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T17:20:42.000+0000,005OH000007fgYjYAI,2025-10-01T17:20:42.000+0000,005OH000007fgYjYAI,2025-10-01T17:20:42.000+0000,(819)562-0601,,fledoux@groupepeak.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTQm1YAG,False,,22768533,0030A000008pIBIQA2,0010A000009k66xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:10:30.000+0000,False,False,005OH000006owoYYAQ,2025-10-01T17:10:30.000+0000,005OH000006owoYYAQ,2025-10-01T17:10:31.000+0000,005OH000006owoYYAQ,2025-10-01T17:10:31.000+0000,(306)807-6598,,haoranhu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTR2CYAW,False,,22770484,0035o000005IdcCAAS,0015o000005rWouAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:40:16.000+0000,False,False,005OH000004pk06YAA,2025-10-01T17:40:16.000+0000,005OH000004pk06YAA,2025-10-01T17:40:17.000+0000,005OH000004pk06YAA,2025-10-01T17:40:17.000+0000,(647)378-8303,,rahul.goel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTRTcYAO,False,,22768873,0030A000002EmbSQAS,0010A0000031KS4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:15:19.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T17:15:19.000+0000,0050A000000WjqvQAC,2025-10-01T17:15:19.000+0000,0050A000000WjqvQAC,2025-10-01T17:15:19.000+0000,(613)355-7016,(613) 355-7016,joanne@theprecplanners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTRWpYAO,False,,22769732,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:28:48.000+0000,False,False,005OH000005URvxYAG,2025-10-01T17:28:48.000+0000,005OH000005URvxYAG,2025-10-01T17:28:48.000+0000,005OH000005URvxYAG,2025-10-01T17:28:48.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTRdLYAW,False,,22771053,0035o000006pbHFAAY,0015o000007R7NPAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:48:32.000+0000,False,False,005OH000004pk06YAA,2025-10-01T17:48:32.000+0000,005OH000004pk06YAA,2025-10-01T17:48:32.000+0000,005OH000004pk06YAA,2025-10-01T17:48:32.000+0000,(416)706-0582,,jamil.khushal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTSPgYAO,False,,22770390,0030A000008lhTpQAI,0010A000009gMEUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:38:55.000+0000,False,False,005OH000004pk06YAA,2025-10-01T17:38:55.000+0000,005OH000004pk06YAA,2025-10-01T17:38:55.000+0000,005OH000004pk06YAA,2025-10-01T17:38:55.000+0000,(647)919-2129,,jun.chen@pinnaclereliance.com,(647)919-2129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTSuKYAW,False,,22771282,0030A0000029Yo9QAE,0010A000002vyARQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:51:54.000+0000,False,False,0055o000002KxmIAAS,2025-10-01T17:51:54.000+0000,0055o000002KxmIAAS,2025-10-01T17:51:55.000+0000,0055o000002KxmIAAS,2025-10-01T17:51:55.000+0000,(905)333-3335,4168442345,charles.thornton@ig.ca,(905)333-3353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTV2aYAG,False,,22771429,0031600002NTvTyAAL,0010A000002wNigQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:54:13.000+0000,False,False,0055o000001h4cFAAQ,2025-10-01T17:54:13.000+0000,0055o000001h4cFAAQ,2025-10-01T17:54:13.000+0000,0055o000001h4cFAAQ,2025-10-01T17:54:13.000+0000,(204)488-2038,(807) 271-3258,ryan@hodsonfinancialinc.com,(204)488-2083,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTVQoYAO,False,,22771965,0030A0000029bBSQAY,0010A000002w0DMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:02:38.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T18:02:38.000+0000,005OH000004oiYEYAY,2025-10-01T18:02:38.000+0000,005OH000004oiYEYAY,2025-10-01T18:02:38.000+0000,(519)672-8101,(519) 854-3500,agibson@sindenfinancialgroup.com,(519)645-8805,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTVYqYAO,False,,22774003,0030A0000029aKWQAY,0010A000002vzVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:34:56.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T18:34:56.000+0000,0055o000002DK5fAAG,2025-10-01T18:34:56.000+0000,0055o000002DK5fAAG,2025-10-01T18:34:56.000+0000,(905)570-1200X1226,,dave.vaughan@dfsin.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTWYAYA4,False,,22771183,0030A0000029lWsQAI,0010A000002w8gkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:50:16.000+0000,False,False,005OH000004pk06YAA,2025-10-01T17:50:16.000+0000,005OH000004pk06YAA,2025-10-01T17:50:17.000+0000,005OH000004pk06YAA,2025-10-01T17:50:17.000+0000,(416)240-9545,416-219-0222,joe@tailoredprotection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTWpqYAG,False,,22769854,003G0000018f6g8IAA,0010A000002wOe9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:30:25.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T17:30:25.000+0000,0050A000000WjqvQAC,2025-10-01T17:30:25.000+0000,0050A000000WjqvQAC,2025-10-01T17:30:26.000+0000,(613)634-3006,,mary@tlcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTY8XYAW,False,,22772707,0030A000001Xny0QAC,0010A000002wMz0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:14:17.000+0000,False,False,005OH00000245ROYAY,2025-10-01T18:14:17.000+0000,005OH00000245ROYAY,2025-10-01T18:14:17.000+0000,005OH00000245ROYAY,2025-10-01T18:14:17.000+0000,(226)448-3299,(226) 448-3299,brian.kustermans@stonefacefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTYQHYA4,False,,22773404,003G0000018f7WYIAY,0015o000006t0bmAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:25:39.000+0000,False,False,0050A000000XQhmQAG,2025-10-01T18:25:39.000+0000,0050A000000XQhmQAG,2025-10-01T18:25:40.000+0000,0050A000000XQhmQAG,2025-10-01T18:25:40.000+0000,(506)260-3933,(506) 260-3933,brian@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTYmvYAG,False,,22772781,003OH00000V3m1TYAR,001OH00000bsr5IYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:15:40.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T18:15:40.000+0000,005OH000004oiYEYAY,2025-10-01T18:15:40.000+0000,005OH000004oiYEYAY,2025-10-01T18:15:40.000+0000,(519)253-3553,,richard.saba@ig.ca,(519)253-8064,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTa8gYAC,False,,22771543,003G0000018f7ioIAA,0010A000002wPpCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:55:52.000+0000,False,False,0050A000000XQhmQAG,2025-10-01T17:55:52.000+0000,0050A000000XQhmQAG,2025-10-01T17:55:52.000+0000,0050A000000XQhmQAG,2025-10-01T17:55:52.000+0000,(506)878-7500,,blair@haydenfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTaAMYA0,False,,22771785,003G0000018f74CIAQ,0010A000002wP7WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:59:40.000+0000,False,False,005OH000001cCPNYA2,2025-10-01T17:59:40.000+0000,005OH000001cCPNYA2,2025-10-01T17:59:41.000+0000,005OH000001cCPNYA2,2025-10-01T17:59:41.000+0000,(604)351-4696,(604) 351-4696,aaron@dldfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTaQQYA0,False,,22771125,0030A0000029o7SQAQ,0010A000002wApsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:49:33.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T17:49:33.000+0000,005OH000004oiYEYAY,2025-10-01T17:49:33.000+0000,005OH000004oiYEYAY,2025-10-01T17:49:33.000+0000,(519)784-7141,,risa@thefinancialdiva.ca,(877)212-0477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTaa5YAC,False,,22770288,0031600002T0crFAAR,0010A000002wNyZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:37:14.000+0000,False,False,005OH000001cCPNYA2,2025-10-01T17:37:14.000+0000,005OH000001cCPNYA2,2025-10-01T17:37:14.000+0000,005OH000001cCPNYA2,2025-10-01T17:37:14.000+0000,(604)716-2415,(604) 716-2415,jonathan@lazeofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTaaFYAS,False,,22773432,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:26:05.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T18:26:05.000+0000,0050A000000Hq5PQAS,2025-10-01T18:26:06.000+0000,0050A000000Hq5PQAS,2025-10-01T18:26:06.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTadPYAS,False,,22774450,0030A0000029oTgQAI,0010A000002wB7QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:42:09.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T18:42:09.000+0000,0055o000002DK5fAAG,2025-10-01T18:42:09.000+0000,0055o000002DK5fAAG,2025-10-01T18:42:09.000+0000,(416)993-7640,,dshelmov@yahoo.com,(416)495-7611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTb4nYAC,False,,22773317,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:24:14.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T18:24:14.000+0000,0050A000000Hq5PQAS,2025-10-01T18:24:14.000+0000,0050A000000Hq5PQAS,2025-10-01T18:24:14.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTbWAYA0,False,,22772304,003OH00000OHqnaYAD,0010A000002vtpcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:07:45.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T18:07:45.000+0000,0055o000002DK5fAAG,2025-10-01T18:07:45.000+0000,0055o000002DK5fAAG,2025-10-01T18:07:45.000+0000,,416-640-7526 x 232,dnorton@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTcQbYAK,False,,22770705,003G0000018f6VgIAI,0010A000002wOSNQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000000WjqvQAC,2025-10-01T17:43:11.000+0000,0050A000000WjqvQAC,2025-10-01T18:06:09.000+0000,0050A000000WjqvQAC,2025-10-01T18:06:09.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTcQeYAK,False,,22771670,003G0000018f7kYIAQ,0010A000002wPqwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:57:41.000+0000,False,False,0050A000000XQhmQAG,2025-10-01T17:57:41.000+0000,0050A000000XQhmQAG,2025-10-01T17:57:41.000+0000,0050A000000XQhmQAG,2025-10-01T17:57:41.000+0000,(902)275-4290,(902) 275-7614,andrew@prescottpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTcf8YAC,False,,22771483,0035o000005GpwlAAC,0015o000005pZscAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:54:53.000+0000,False,False,005OH000006owoYYAQ,2025-10-01T17:54:53.000+0000,005OH000006owoYYAQ,2025-10-01T17:54:53.000+0000,005OH000006owoYYAQ,2025-10-01T17:54:53.000+0000,(306)757-4646,,jordans@wolfondfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTclcYAC,False,,22771250,0030A00000Ar3g9QAB,0010A00000BQWt9QAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:51:13.000+0000,False,False,005OH000004pk06YAA,2025-10-01T17:51:13.000+0000,005OH000004pk06YAA,2025-10-01T17:51:13.000+0000,005OH000004pk06YAA,2025-10-01T17:51:13.000+0000,(416)895-5545,,edith.kernerman@fidusure.com,(416)981-7910,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTcvPYAS,False,,22775377,003G0000018f6ooIAA,0010A000002wOqYQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:56:36.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T18:56:36.000+0000,0050A000000Hq5PQAS,2025-10-01T18:56:36.000+0000,0050A000000Hq5PQAS,2025-10-01T18:56:36.000+0000,(905)877-9997,,david@northshorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTdHrYAK,False,,22772029,0030A000008lhTpQAI,0010A000009gMEUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:03:42.000+0000,False,False,005OH000004pk06YAA,2025-10-01T18:03:42.000+0000,005OH000004pk06YAA,2025-10-01T18:03:42.000+0000,005OH000004pk06YAA,2025-10-01T18:03:42.000+0000,(647)919-2129,,jun.chen@pinnaclereliance.com,(647)919-2129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTdUrYAK,False,,22775614,003G0000018f6ajIAA,0010A000002wOY1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:00:37.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T19:00:37.000+0000,0050A000000Hq5PQAS,2025-10-01T19:00:37.000+0000,0050A000000Hq5PQAS,2025-10-01T19:00:37.000+0000,(289)252-2141,(905) 373-7208,brian@springrocc.ca,(905)373-0928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTf3VYAS,False,,22771497,003OH00000IjYrDYAV,001OH00000MyaFIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:55:06.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T17:55:06.000+0000,005OH000007fgYjYAI,2025-10-01T17:55:07.000+0000,005OH000007fgYjYAI,2025-10-01T17:55:07.000+0000,(438)345-5066,,fariba.a@sunplusfa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTfTRYA0,False,,22774096,0030A0000029iZJQAY,0010A000002w6GUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:36:26.000+0000,False,False,005OH000003ds0PYAQ,2025-10-01T18:36:26.000+0000,005OH000003ds0PYAQ,2025-10-01T18:36:26.000+0000,005OH000003ds0PYAQ,2025-10-01T18:36:26.000+0000,(705)426-2349,,bruce.mainelly@uppercanadafinancial.ca,(705)426-1349,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTfUvYAK,False,,22771671,0030A0000029hqfQAA,0010A000002w5eRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T17:57:42.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T17:57:42.000+0000,0055o000002DK5fAAG,2025-10-01T17:57:42.000+0000,0055o000002DK5fAAG,2025-10-01T17:57:42.000+0000,(905)366-4434,6474082344,akaash.kalra@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTgKaYAK,False,,22774185,0030A000005zMIAQA2,0010A000006juz1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:38:01.000+0000,False,False,005OH00000AdAzSYAV,2025-10-01T18:38:01.000+0000,005OH00000AdAzSYAV,2025-10-01T18:38:01.000+0000,005OH00000AdAzSYAV,2025-10-01T18:38:01.000+0000,(647)818-7815,,megha.murphy@lyfestylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTgUIYA0,False,,22773714,0030A000001Xny0QAC,0010A000002wMz0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:30:40.000+0000,False,False,005OH00000245ROYAY,2025-10-01T18:30:40.000+0000,005OH00000245ROYAY,2025-10-01T18:30:41.000+0000,005OH00000245ROYAY,2025-10-01T18:30:41.000+0000,(226)448-3299,(226) 448-3299,brian.kustermans@stonefacefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTj3xYAC,False,,22774694,003G0000018f6e3IAA,0010A000002wOc5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:46:09.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T18:46:09.000+0000,0050A000000Hq5PQAS,2025-10-01T18:46:09.000+0000,0050A000000Hq5PQAS,2025-10-01T18:46:09.000+0000,(705)738-6855,7058782123,alexfischer@awmi.ca,(705)738-4789,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTj5ZYAS,False,,22776761,0030A0000029eHIQAY,0010A000002w2g6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:18:33.000+0000,False,False,005OH000004pk06YAA,2025-10-01T19:18:33.000+0000,005OH000004pk06YAA,2025-10-01T19:18:33.000+0000,005OH000004pk06YAA,2025-10-01T19:18:33.000+0000,(416)436-2268,,ginostirpe@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTjK8YAK,False,,22776094,003G000001C49ycIAB,0010A000002wRmIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:08:27.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T19:08:27.000+0000,0050A000000WjqvQAC,2025-10-01T19:08:28.000+0000,0050A000000WjqvQAC,2025-10-01T19:08:28.000+0000,(613)762-5300,,andy@makeaplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTjNIYA0,False,,22773901,0030A0000029V8UQAU,0010A000002vv9IQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:33:26.000+0000,False,False,0050A000001o2WeQAI,2025-10-01T18:33:26.000+0000,0050A000001o2WeQAI,2025-10-01T18:33:26.000+0000,0050A000001o2WeQAI,2025-10-01T18:33:26.000+0000,(905)764-7300,4163004003,pmandel@iifc.ca,(905)764-0051,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTjYeYAK,False,,22775778,0030A0000029YutQAE,0010A000002vyGrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:03:12.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T19:03:12.000+0000,0055o000002DK5fAAG,2025-10-01T19:03:12.000+0000,0055o000002DK5fAAG,2025-10-01T19:03:12.000+0000,(416)803-6686,(416) 803-6686,lorakwan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTlH4YAK,False,,22775509,0031600002WuSwIAAV,0010A000002wO8rQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:58:55.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T18:58:55.000+0000,0050A000000Hq5PQAS,2025-10-01T18:58:55.000+0000,0050A000000Hq5PQAS,2025-10-01T18:58:55.000+0000,(905)999-3195,(905) 999-3195,kate@uncovertherisk.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTlk5YAC,False,,22775115,003G0000018f6fPIAQ,0010A000002wOdRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:52:37.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T18:52:37.000+0000,0050A000000Hq5PQAS,2025-10-01T18:52:37.000+0000,0050A000000Hq5PQAS,2025-10-01T18:52:37.000+0000,(905)442-2155,(905) 441-0679,steve.code@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTmEfYAK,False,,22773744,0030A0000029V8UQAU,0010A000002vv9IQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:31:04.000+0000,False,False,0050A000001o2WeQAI,2025-10-01T18:31:04.000+0000,0050A000001o2WeQAI,2025-10-01T18:31:05.000+0000,0050A000001o2WeQAI,2025-10-01T18:31:05.000+0000,(905)764-7300,4163004003,pmandel@iifc.ca,(905)764-0051,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTmY4YAK,False,,22774905,0030A00000CRK9IQAX,0010A00000D2G34QAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:49:27.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T18:49:27.000+0000,0050A000000Hq5PQAS,2025-10-01T18:49:27.000+0000,0050A000000Hq5PQAS,2025-10-01T18:49:27.000+0000,(416)629-2766,(416) 629-2766,anthony@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTmeVYAS,False,,22774727,0030A000008hrKzQAI,0010A000009cNExQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:46:38.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T18:46:38.000+0000,0055o000002DK5fAAG,2025-10-01T18:46:38.000+0000,0055o000002DK5fAAG,2025-10-01T18:46:38.000+0000,(647)776-8163,,halaref@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTn2gYAC,False,,22774124,0030A0000029fvjQAA,0010A000002w409QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:37:03.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T18:37:03.000+0000,0055o000002DK5fAAG,2025-10-01T18:37:04.000+0000,0055o000002DK5fAAG,2025-10-01T18:37:04.000+0000,(905)366-4435,,fazaad.bacchus@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTnDyYAK,False,,22773896,003G0000018f7KpIAI,0010A000002wPQWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:33:21.000+0000,False,False,0050A000000XQhmQAG,2025-10-01T18:33:21.000+0000,0050A000000XQhmQAG,2025-10-01T18:33:21.000+0000,0050A000000XQhmQAG,2025-10-01T18:33:21.000+0000,(506)639-3706,,dmacartney@belmontwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTnM2YAK,False,,22775592,0030A0000029g21QAA,0010A000002w46HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:00:20.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T19:00:20.000+0000,0055o000002DK5fAAG,2025-10-01T19:00:20.000+0000,0055o000002DK5fAAG,2025-10-01T19:00:20.000+0000,(416)499-5565,4165225350,jon@hanserfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTnkEYAS,False,,22774379,0030A0000029hslQAA,0010A000002w5gDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:41:01.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T18:41:01.000+0000,0055o000002DK5fAAG,2025-10-01T18:41:02.000+0000,0055o000002DK5fAAG,2025-10-01T18:41:02.000+0000,(416)495-7610,,cherry.montano5@yahoo.ca,(416)495-7611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTo0MYAS,False,,22774910,0030A0000029gx8QAA,0010A000002w4tbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:49:30.000+0000,False,False,005OH000003ds0PYAQ,2025-10-01T18:49:30.000+0000,005OH000003ds0PYAQ,2025-10-01T18:49:31.000+0000,005OH000003ds0PYAQ,2025-10-01T18:49:31.000+0000,(905)436-5078,(905) 244-6090,simpsonandassociates@rogers.com,(905)436-3508,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cToF1YAK,False,,22777602,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:32:02.000+0000,False,False,005OH000005URvxYAG,2025-10-01T19:32:02.000+0000,005OH000005URvxYAG,2025-10-01T19:32:02.000+0000,005OH000005URvxYAG,2025-10-01T19:32:02.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTpR3YAK,False,,22774223,0030A0000029ZfCQAU,0010A000002vyu4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:38:34.000+0000,False,False,005OH000003ds0PYAQ,2025-10-01T18:38:34.000+0000,005OH000003ds0PYAQ,2025-10-01T18:38:35.000+0000,005OH000003ds0PYAQ,2025-10-01T18:38:35.000+0000,(905)706-8422,,dwayne@financialprotect.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTqVGYA0,False,,22779652,0030A0000029aotQAA,0010A000002vzsjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:07:00.000+0000,False,False,005OH000005URvxYAG,2025-10-01T20:07:00.000+0000,005OH000005URvxYAG,2025-10-01T20:07:00.000+0000,005OH000005URvxYAG,2025-10-01T20:07:00.000+0000,(780)487-7903,,dan@dandeanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTr1UYAS,False,,22776590,0030A0000029eq2QAA,0010A000002w35eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:16:00.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T19:16:00.000+0000,005OH000007fgYjYAI,2025-10-01T19:16:00.000+0000,005OH000007fgYjYAI,2025-10-01T19:16:00.000+0000,(418)254-4613,,p-l.dufour@servicesfinancierspld.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTraxYAC,False,,22775649,003G000001C49ycIAB,0010A000002wRmIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:01:13.000+0000,False,False,0050A000000WjqvQAC,2025-10-01T19:01:13.000+0000,0050A000000WjqvQAC,2025-10-01T19:01:14.000+0000,0050A000000WjqvQAC,2025-10-01T19:01:14.000+0000,(613)762-5300,,andy@makeaplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTsAQYA0,False,,22774805,0030A0000029cF7QAI,0010A000002w12qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:47:53.000+0000,False,False,005OH000003ds0PYAQ,2025-10-01T18:47:53.000+0000,005OH000003ds0PYAQ,2025-10-01T18:47:53.000+0000,005OH000003ds0PYAQ,2025-10-01T18:47:53.000+0000,(613)889-3665,,adamsassociates.bill@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTsOvYAK,False,,22774803,003G0000018f7sfIAA,0010A000002wPyvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:47:50.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T18:47:50.000+0000,0050A000000Hq5PQAS,2025-10-01T18:47:50.000+0000,0050A000000Hq5PQAS,2025-10-01T18:47:50.000+0000,(416) 499-5105,(416) 931-3506,sharon@gribbenfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTstbYAC,False,,22776391,003G0000018f71fIAA,0010A000002wP4zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,banking verify needed,True,2025-10-01T19:46:32.000+0000,False,False,005OH000006uYrkYAE,2025-10-01T19:13:08.000+0000,005OH000006uYrkYAE,2025-10-01T19:46:32.000+0000,005OH000006uYrkYAE,2025-10-01T19:46:32.000+0000,(905)623-0443,(905) 442-8732,larry.gilks@bowmanvillefinancialadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTtUgYAK,False,,22775256,003G0000018f6fOIAQ,0010A000002wOdQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T18:54:45.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T18:54:45.000+0000,0050A000000Hq5PQAS,2025-10-01T18:54:45.000+0000,0050A000000Hq5PQAS,2025-10-01T18:54:45.000+0000,(416)629-0495,(416) 629-0495,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTtxmYAC,False,,22778740,0030A0000029ZSLQA2,0010A000002vyj9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:51:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T19:51:01.000+0000,005OH000004Ir1xYAC,2025-10-01T19:51:01.000+0000,005OH000004Ir1xYAC,2025-10-01T19:51:01.000+0000,(403)850-7772,,amcg@telusplanet.net,(403)203-0078,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTu99YAC,False,,22779593,0030A0000029X5mQAE,0010A000002vwkvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:05:50.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T20:05:50.000+0000,0055o000002DK5fAAG,2025-10-01T20:05:51.000+0000,0055o000002DK5fAAG,2025-10-01T20:05:51.000+0000,(416)679-8866,(416) 459-7439,nicolas.zabaneh@dfsin.ca,(416)213-1235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTuiaYAC,False,,22778708,0030A00000C53OeQAJ,0010A00000CfEEKQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:50:33.000+0000,False,False,005OH000006owoYYAQ,2025-10-01T19:50:33.000+0000,005OH000006owoYYAQ,2025-10-01T19:50:34.000+0000,005OH000006owoYYAQ,2025-10-01T19:50:34.000+0000,(306)591-5409,,jashan.insurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTux1YAC,False,,22775835,0030A0000029gNLQAY,0010A000002w4QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:04:10.000+0000,False,False,005OH0000030c5BYAQ,2025-10-01T19:04:10.000+0000,005OH0000030c5BYAQ,2025-10-01T19:04:10.000+0000,005OH0000030c5BYAQ,2025-10-01T19:04:10.000+0000,(613)736-8686,,harrison@iainvestia.ca,(613)736-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTvcwYAC,False,,22775666,0030A0000029ohxQAA,0010A000002wBJlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:01:26.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T19:01:26.000+0000,0055o000002DK5fAAG,2025-10-01T19:01:26.000+0000,0055o000002DK5fAAG,2025-10-01T19:01:26.000+0000,(416)365-0440,,calvert_but@hotmail.com,(416)352-6156,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTvoFYAS,False,,22779445,0030A0000029dJ8QAI,0010A000002w1ryQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:03:16.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T20:03:16.000+0000,0055o000002DK5fAAG,2025-10-01T20:03:17.000+0000,0055o000002DK5fAAG,2025-10-01T20:03:17.000+0000,(416)695-2225,,hlangley@ipcsecurities.com,(416)695-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTvwIYAS,False,,22775959,003G0000018f77zIAA,0010A000002wPBIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:06:12.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T19:06:12.000+0000,0050A000000Hq5PQAS,2025-10-01T19:06:12.000+0000,0050A000000Hq5PQAS,2025-10-01T19:06:12.000+0000,(416)789-4527X300,(647) 896-1455,ram@vohrafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTvwLYAS,False,,22777288,0030A000009Rb4qQAC,0010A00000AUIbtQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:27:24.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T19:27:24.000+0000,005OH000004Ir1xYAC,2025-10-01T19:27:25.000+0000,005OH000004Ir1xYAC,2025-10-01T19:27:25.000+0000,(403)465-1123,,jntreinhart@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTwafYAC,False,,22778566,0030A0000029lV9QAI,0010A000002w8fAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:48:22.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T19:48:22.000+0000,005OH000004Ir1xYAC,2025-10-01T19:48:23.000+0000,005OH000004Ir1xYAC,2025-10-01T19:48:23.000+0000,(403)253-4840,(403) 616-5943,rick.lowe@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTwdtYAC,False,,22777873,0030A0000029ZoBQAU,0010A000002vz2UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:36:58.000+0000,False,False,005OH000005URvxYAG,2025-10-01T19:36:58.000+0000,005OH000005URvxYAG,2025-10-01T19:36:58.000+0000,005OH000005URvxYAG,2025-10-01T19:36:58.000+0000,(780)449-6292X240,,scott@kewcorp.ca,(780)467-3260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTwvdYAC,False,,22778252,0030A000008HyqAQAS,0010A000009AkW8QAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:42:51.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T19:42:51.000+0000,005OH000004Ir1xYAC,2025-10-01T19:42:51.000+0000,005OH000004Ir1xYAC,2025-10-01T19:42:51.000+0000,(587)703-8561,,fuzhao2016@gmail.com,(403)452-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTwyqYAC,False,,22778453,0030A0000029lV9QAI,0010A000002w8fAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:46:32.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T19:46:32.000+0000,005OH000004Ir1xYAC,2025-10-01T19:46:32.000+0000,005OH000004Ir1xYAC,2025-10-01T19:46:32.000+0000,(403)253-4840,(403) 616-5943,rick.lowe@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTxJqYAK,False,,22779953,003OH00000V14RBYAZ,001OH00000bpPTuYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:12:23.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T20:12:23.000+0000,005OH000007fgYjYAI,2025-10-01T20:12:23.000+0000,005OH000007fgYjYAI,2025-10-01T20:12:23.000+0000,(819)698-1072,,thierry.belanger@groupecrh.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTxOcYAK,False,,22776969,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:21:54.000+0000,False,False,005OH000005URvxYAG,2025-10-01T19:21:54.000+0000,005OH000005URvxYAG,2025-10-01T19:21:54.000+0000,005OH000005URvxYAG,2025-10-01T19:21:54.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTxRuYAK,False,,22777892,0030A00000CeKcIQAV,0010A00000DFlp0QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:37:15.000+0000,False,False,005OH000006owoYYAQ,2025-10-01T19:37:15.000+0000,005OH000006owoYYAQ,2025-10-01T19:37:16.000+0000,005OH000006owoYYAQ,2025-10-01T19:37:16.000+0000,(306)530-0067,,jasminezhou@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTyB0YAK,False,,22776068,003G0000018f6XmIAI,0010A000002wOUrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:08:02.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T19:08:02.000+0000,0050A000000Hq5PQAS,2025-10-01T19:08:02.000+0000,0050A000000Hq5PQAS,2025-10-01T19:08:02.000+0000,(905)571-7644,(905) 718-8178,mike@capesky.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTyZJYA0,False,,22779388,003G0000018f6X1IAI,0010A000002wOU6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:02:16.000+0000,False,False,005OH000006owoYYAQ,2025-10-01T20:02:16.000+0000,005OH000006owoYYAQ,2025-10-01T20:02:17.000+0000,005OH000006owoYYAQ,2025-10-01T20:02:17.000+0000,(306)581-9734,(306) 581-9734,kurtis@kurtiskrugfinancial.com,(306)586-1282,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTyxOYAS,False,,22776040,0035o000004ZAXyAAO,0015o0000057wFOAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:07:32.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T19:07:32.000+0000,0055o000002DK5fAAG,2025-10-01T19:07:32.000+0000,0055o000002DK5fAAG,2025-10-01T19:07:32.000+0000,(416)825-4751,,maulikbshah@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTzDYYA0,False,,22777188,0030A0000029m9IQAQ,0010A000002w99eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:25:42.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T19:25:42.000+0000,005OH000004oiYEYAY,2025-10-01T19:25:42.000+0000,005OH000004oiYEYAY,2025-10-01T19:25:42.000+0000,(519)524-5222,,jalizewski@lighthousemoney.ca,(519)524-1379,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTzLeYAK,False,,22780071,003OH00000VOkfqYAD,001OH00000cIUWhYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:14:32.000+0000,False,False,005OH000007fgYjYAI,2025-10-01T20:14:32.000+0000,005OH000007fgYjYAI,2025-10-01T20:14:33.000+0000,005OH000007fgYjYAI,2025-10-01T20:14:33.000+0000,(819)372-6735,,nicolas.lavergne@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cTzOqYAK,False,,22778041,0030A000008hrKwQAI,0010A000009cNEuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:39:53.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T19:39:53.000+0000,005OH000004Ir1xYAC,2025-10-01T19:39:54.000+0000,005OH000004Ir1xYAC,2025-10-01T19:39:54.000+0000,(780)604-6025,,jeffzhao18@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cU0HjYAK,False,,22778433,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:46:14.000+0000,False,False,005OH000005URvxYAG,2025-10-01T19:46:14.000+0000,005OH000005URvxYAG,2025-10-01T19:46:15.000+0000,005OH000005URvxYAG,2025-10-01T19:46:15.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cU0fuYAC,False,,22780999,0030A0000029dbYQAQ,0010A000002w25xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:33:13.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T20:33:13.000+0000,005OH000004Ir1xYAC,2025-10-01T20:33:13.000+0000,005OH000004Ir1xYAC,2025-10-01T20:33:13.000+0000,(403)870-2431,,parminder@prwealth.ca,(403)277-4515,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cU2L4YAK,False,,22777486,0030A0000029dkwQAA,0010A000002w2CmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:30:22.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T19:30:22.000+0000,005OH000004Ir1xYAC,2025-10-01T19:30:23.000+0000,005OH000004Ir1xYAC,2025-10-01T19:30:23.000+0000,(403)547-5433,,,(877)335-8760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cU394YAC,False,,22777872,0030A000009MzA4QAK,0010A00000AP6XUQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:36:56.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T19:36:56.000+0000,005OH000004Ir1xYAC,2025-10-01T19:36:57.000+0000,005OH000004Ir1xYAC,2025-10-01T19:36:57.000+0000,(403)338-1832,(403) 702-7818,twang9715@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cU4OYYA0,False,,22779803,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:09:38.000+0000,False,False,005OH000005URvxYAG,2025-10-01T20:09:38.000+0000,005OH000005URvxYAG,2025-10-01T20:09:38.000+0000,005OH000005URvxYAG,2025-10-01T20:09:38.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cU4bPYAS,False,,22777707,0030A0000029bLKQAY,0010A000002w0JvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:33:55.000+0000,False,False,005OH000004oiYEYAY,2025-10-01T19:33:55.000+0000,005OH000004oiYEYAY,2025-10-01T19:33:55.000+0000,005OH000004oiYEYAY,2025-10-01T19:33:55.000+0000,(519)821-9820,,tony@oasiswealthdesign.com,(519)821-9822,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cU4q0YAC,False,,22781879,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:51:24.000+0000,False,False,005OH000005URvxYAG,2025-10-01T20:51:24.000+0000,005OH000005URvxYAG,2025-10-01T20:51:24.000+0000,005OH000005URvxYAG,2025-10-01T20:51:24.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cU5XRYA0,False,,22777506,0030A000006bmpUQAQ,0010A000002vtq4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:30:40.000+0000,False,False,005OH000005URvxYAG,2025-10-01T19:30:40.000+0000,005OH000005URvxYAG,2025-10-01T19:30:40.000+0000,005OH000005URvxYAG,2025-10-01T19:30:40.000+0000,(780) 206-8555,,petkauphil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cU5dtYAC,False,,22777536,0030A00000CghpUQAR,0010A00000DICdEQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:31:02.000+0000,False,False,0055o000001NWfMAAW,2025-10-01T19:31:02.000+0000,0055o000001NWfMAAW,2025-10-01T19:31:03.000+0000,0055o000001NWfMAAW,2025-10-01T19:31:03.000+0000,(437)348-0062,,dongmei3819@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cU7vpYAC,False,,22777980,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T19:38:56.000+0000,False,False,005OH000005URvxYAG,2025-10-01T19:38:56.000+0000,005OH000005URvxYAG,2025-10-01T19:38:56.000+0000,005OH000005URvxYAG,2025-10-01T19:38:56.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUCM9YAO,False,,22782791,0030A0000029VBUQA2,0010A000002vvB1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T21:15:15.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T21:15:15.000+0000,005OH000004Ir1xYAC,2025-10-01T21:15:16.000+0000,005OH000004Ir1xYAC,2025-10-01T21:15:16.000+0000,(403)607-0111,,johnseto1@hotmail.com,(403)274-7784,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUEVuYAO,False,,22780414,003OH00000I2AU7YAN,001OH00000MBBl7YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:20:36.000+0000,False,False,0055o000002DK5fAAG,2025-10-01T20:20:36.000+0000,0055o000002DK5fAAG,2025-10-01T20:20:36.000+0000,0055o000002DK5fAAG,2025-10-01T20:20:36.000+0000,(647)961-3059,,sam@sampasternak.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUFwbYAG,False,,22780265,0035o000006ykaaAAA,0015o000007bY0zAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:17:45.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T20:17:45.000+0000,005OH000004Ir1xYAC,2025-10-01T20:17:46.000+0000,005OH000004Ir1xYAC,2025-10-01T20:17:46.000+0000,(780)232-7415,,blissfinancialinc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUGmGYAW,False,,22781941,0030A000007lXgMQAU,0010A000008dBdvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:52:47.000+0000,False,False,005OH000002iJPDYA2,2025-10-01T20:52:47.000+0000,005OH000002iJPDYA2,2025-10-01T20:52:48.000+0000,005OH000002iJPDYA2,2025-10-01T20:52:48.000+0000,(604)505-8864,,michellemcmc@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUGuLYAW,False,,22783196,003OH00000Nz1y3YAB,001OH00000T8pBSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T21:27:45.000+0000,False,False,005OH000002iJPDYA2,2025-10-01T21:27:45.000+0000,005OH000002iJPDYA2,2025-10-01T21:27:45.000+0000,005OH000002iJPDYA2,2025-10-01T21:27:45.000+0000,(778)636-0509,,alice.yi.cui@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUH0jYAG,False,,22780498,0030A0000029X1YQAU,0010A000002vwglQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:22:00.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T20:22:00.000+0000,005OH000004Ir1xYAC,2025-10-01T20:22:00.000+0000,005OH000004Ir1xYAC,2025-10-01T20:22:00.000+0000,(403)613-2205,,doina@mortgagegroup.com,(403)776-4723,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUIL5YAO,False,,22782956,0030A0000029VCcQAM,0010A000002vvBgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T21:20:19.000+0000,False,False,005OH000004Ir1xYAC,2025-10-01T21:20:19.000+0000,005OH000004Ir1xYAC,2025-10-01T21:20:20.000+0000,005OH000004Ir1xYAC,2025-10-01T21:20:20.000+0000,(403)870-5839,,securelifefinancialltd@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cULltYAG,False,,22781536,0030A0000029jw5QAA,0010A000002w7M3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T20:44:09.000+0000,False,False,005OH000002iJPDYA2,2025-10-01T20:44:09.000+0000,005OH000002iJPDYA2,2025-10-01T20:44:10.000+0000,005OH000002iJPDYA2,2025-10-01T20:44:10.000+0000,(604)273-0232,(778) 838-8899,mcfinancialgroup@hotmail.com,(604)273-0221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUOgdYAG,False,,22784401,0035o000006mVVrAAM,0015o000007NIboAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T22:11:51.000+0000,False,False,005OH000002iJPDYA2,2025-10-01T22:11:51.000+0000,005OH000002iJPDYA2,2025-10-01T22:11:51.000+0000,005OH000002iJPDYA2,2025-10-01T22:11:51.000+0000,(778)288-8788,,investmentcad@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUPUcYAO,False,,22783743,0035o000006mVVrAAM,0015o000007NIboAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T21:45:49.000+0000,False,False,005OH000002iJPDYA2,2025-10-01T21:45:49.000+0000,005OH000002iJPDYA2,2025-10-01T21:45:50.000+0000,005OH000002iJPDYA2,2025-10-01T21:45:50.000+0000,(778)288-8788,,investmentcad@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUQ5eYAG,False,,22782236,003G0000018f6fOIAQ,0010A000002wOdQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T21:00:32.000+0000,False,False,0050A000000Hq5PQAS,2025-10-01T21:00:32.000+0000,0050A000000Hq5PQAS,2025-10-01T21:00:32.000+0000,0050A000000Hq5PQAS,2025-10-01T21:00:32.000+0000,(416)629-0495,(416) 629-0495,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUSlpYAG,False,,22783142,003OH0000048Y2NYAU,001OH000005E0LZYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T21:26:03.000+0000,False,False,005OH000005URvxYAG,2025-10-01T21:26:03.000+0000,005OH000005URvxYAG,2025-10-01T21:26:03.000+0000,005OH000005URvxYAG,2025-10-01T21:26:03.000+0000,(780)231-9147,,jennifer@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cUheLYAS,False,,22785166,0030A0000029gOOQAY,0010A000002w4RcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-01T22:47:47.000+0000,False,False,005OH000005URvxYAG,2025-10-01T22:47:47.000+0000,005OH000005URvxYAG,2025-10-01T22:47:48.000+0000,005OH000005URvxYAG,2025-10-01T22:47:48.000+0000,(403)309-5588,(403) 318-2336,glenn@welchfinancial.ca,(866)837-4531,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,183.0
500OH00000cVdDlYAK,False,,22788549,0030A0000029bqKQAQ,0010A000002w0h6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:16:37.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T13:16:37.000+0000,0050A000000XQhmQAG,2025-10-02T13:16:37.000+0000,0050A000000XQhmQAG,2025-10-02T13:16:37.000+0000,(506)642-8160,(506) 647-9797,rsbryant@nbnet.nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVi0VYAS,False,,22789621,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:43:33.000+0000,False,False,005OH000004pk06YAA,2025-10-02T13:43:33.000+0000,005OH000004pk06YAA,2025-10-02T13:43:33.000+0000,005OH000004pk06YAA,2025-10-02T13:43:33.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cViWnYAK,False,,22787955,003G000001I2aAXIAZ,0010A000002wS8uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T12:55:53.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T12:55:53.000+0000,0050A000000XQhmQAG,2025-10-02T12:55:53.000+0000,0050A000000XQhmQAG,2025-10-02T12:55:53.000+0000,(709)722-7861,(709) 765-5041,malcolm@sheppardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVlUfYAK,False,,22789790,003OH00000VLqg9YAD,001OH00000cFEUeYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:47:04.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T13:47:04.000+0000,005OH000007fgYjYAI,2025-10-02T13:47:04.000+0000,005OH000007fgYjYAI,2025-10-02T13:47:04.000+0000,(438)877-8555,,vsguedes@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVmP9YAK,False,,22788629,0030A0000029X8mQAE,0010A000002vwnWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:19:13.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T13:19:13.000+0000,0050A000001o2WeQAI,2025-10-02T13:19:13.000+0000,0050A000001o2WeQAI,2025-10-02T13:19:13.000+0000,(905)513-8361,,ronywong23@gmail.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVnhiYAC,False,,22788029,003G0000018f71fIAA,0010A000002wP4zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Paperwork/void cheque,Medium,verified banking.,True,2025-10-02T13:02:22.000+0000,False,False,005OH000006uYrkYAE,2025-10-02T12:58:31.000+0000,005OH000006uYrkYAE,2025-10-02T13:02:23.000+0000,005OH000006uYrkYAE,2025-10-02T13:02:23.000+0000,(905)623-0443,(905) 442-8732,larry.gilks@bowmanvillefinancialadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVocIYAS,False,,22789565,003G000001I2aAXIAZ,0010A000002wS8uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:42:10.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T13:42:10.000+0000,0050A000000XQhmQAG,2025-10-02T13:42:11.000+0000,0050A000000XQhmQAG,2025-10-02T13:42:11.000+0000,(709)722-7861,(709) 765-5041,malcolm@sheppardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVq4YYAS,False,,22791024,0030A0000029XLYQA2,0010A000002vwwBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:14:43.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T14:14:43.000+0000,005OH000007fgYjYAI,2025-10-02T14:14:43.000+0000,005OH000007fgYjYAI,2025-10-02T14:14:43.000+0000,(514)840-8899,,leanne@mchughfinancial.ca,(514)694-2482,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVqXbYAK,False,,22789849,0030A0000029n3GQAQ,0010A000002w9yAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:48:33.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T13:48:33.000+0000,005OH000007fgYjYAI,2025-10-02T13:48:33.000+0000,005OH000007fgYjYAI,2025-10-02T13:48:33.000+0000,(514)907-3480X224,,daniel.st-onge@danmarfg.com,(514)907-3487,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVqcTYAS,False,,22789927,0030A0000029jf3QAA,0010A000002w78iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:50:29.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T13:50:29.000+0000,005OH000007fgYjYAI,2025-10-02T13:50:29.000+0000,005OH000007fgYjYAI,2025-10-02T13:50:29.000+0000,(514)907-3480,,martin.mccarthy@danmarfg.com,(514)907-3487,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVrrrYAC,False,,22790307,003OH00000L47qAYAR,001OH00000PgSPlYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:59:43.000+0000,False,False,0055o000002KxmIAAS,2025-10-02T13:59:43.000+0000,0055o000002KxmIAAS,2025-10-02T13:59:43.000+0000,0055o000002KxmIAAS,2025-10-02T13:59:43.000+0000,(226)237-1210,,rcrichards08@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVs1YYAS,False,,22790461,003OH00000SRIs5YAH,001OH00000YcYggYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:03:16.000+0000,False,False,0055o000002KxmIAAS,2025-10-02T14:03:16.000+0000,0055o000002KxmIAAS,2025-10-02T14:03:17.000+0000,0055o000002KxmIAAS,2025-10-02T14:03:17.000+0000,(519)614-6531,,adam.anderson@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVsKuYAK,False,,22791514,0030A0000029ZuvQAE,0010A000002vz9FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:23:56.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T14:23:56.000+0000,005OH000007fgYjYAI,2025-10-02T14:23:57.000+0000,005OH000007fgYjYAI,2025-10-02T14:23:57.000+0000,(418)230-2395,,jeanfrancois@conciliasf.com,(418)228-0326,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVsXlYAK,False,,22790075,0030A00000ABG2QQAX,0010A00000AkFusQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:54:19.000+0000,False,False,005OH000004pk06YAA,2025-10-02T13:54:19.000+0000,005OH000004pk06YAA,2025-10-02T13:54:19.000+0000,005OH000004pk06YAA,2025-10-02T13:54:19.000+0000,(416)254-3042,,vince.citriniti@avenirwealthgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVsuJYAS,False,,22788422,0030A0000029X8mQAE,0010A000002vwnWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:12:28.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T13:12:28.000+0000,0050A000001o2WeQAI,2025-10-02T13:12:28.000+0000,0050A000001o2WeQAI,2025-10-02T13:12:28.000+0000,(905)513-8361,,ronywong23@gmail.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVsz8YAC,False,,22788818,003OH00000MdufHYAR,001OH00000RTKboYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:24:09.000+0000,False,False,0055o000002KxmIAAS,2025-10-02T13:24:09.000+0000,0055o000002KxmIAAS,2025-10-02T13:24:09.000+0000,0055o000002KxmIAAS,2025-10-02T13:24:09.000+0000,(855)385-4226X341,905-247-5857,apaul@dulibaninsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVurFYAS,False,,22788546,0030A0000043MlKQAU,0010A000004ospcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:16:34.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T13:16:34.000+0000,0050A000001o2WeQAI,2025-10-02T13:16:35.000+0000,0050A000001o2WeQAI,2025-10-02T13:16:35.000+0000,(647)241-3677,,ss37@caasco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVw8NYAS,False,,22791571,003G0000018f6hhIAA,0010A000002wOhxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:24:57.000+0000,False,False,005OH00000AdAzSYAV,2025-10-02T14:24:57.000+0000,005OH00000AdAzSYAV,2025-10-02T14:24:57.000+0000,005OH00000AdAzSYAV,2025-10-02T14:24:57.000+0000,(647)479-6241X293,(905) 220-2854 *,neil@schofieldfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVxM7YAK,False,,22789644,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:44:04.000+0000,False,False,005OH000004pk06YAA,2025-10-02T13:44:04.000+0000,005OH000004pk06YAA,2025-10-02T13:44:04.000+0000,005OH000004pk06YAA,2025-10-02T13:44:04.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cVylJYAS,False,,22791473,0030A0000043MlKQAU,0010A000004ospcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:23:13.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T14:23:13.000+0000,0050A000001o2WeQAI,2025-10-02T14:23:14.000+0000,0050A000001o2WeQAI,2025-10-02T14:23:14.000+0000,(647)241-3677,,ss37@caasco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cW0OrYAK,False,,22791990,0030A0000029XxzQAE,0010A000002vxTrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:33:14.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T14:33:14.000+0000,005OH000003ds0PYAQ,2025-10-02T14:33:15.000+0000,005OH000003ds0PYAQ,2025-10-02T14:33:15.000+0000,(705)523-5433,(705) 691-4502,adrian@integrityinsurance.ca,(705)523-0116,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cW0QUYA0,False,,22790041,0030A0000029jaUQAQ,0010A000002w75RQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T13:53:23.000+0000,False,False,0055o000002KxmIAAS,2025-10-02T13:53:23.000+0000,0055o000002KxmIAAS,2025-10-02T13:53:23.000+0000,0055o000002KxmIAAS,2025-10-02T13:53:23.000+0000,(905)648-2425X242,,letitia.fluit@ipcsecurities.com,(905)648-8185,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cW0YbYAK,False,,22792660,0030A0000029gayQAA,0010A000002w4bEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:45:23.000+0000,False,False,005OH000004pk06YAA,2025-10-02T14:45:23.000+0000,005OH000004pk06YAA,2025-10-02T14:45:23.000+0000,005OH000004pk06YAA,2025-10-02T14:45:23.000+0000,(705)999-4855X104,Ex: 101,lindsay.smith@cpws.ca,(705)503-3700,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cW3BZYA0,False,,22795033,0030A0000029eGMQAY,0010A000002w2fAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:25:34.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T15:25:34.000+0000,005OH000003ds0PYAQ,2025-10-02T15:25:34.000+0000,005OH000003ds0PYAQ,2025-10-02T15:25:34.000+0000,(905)443-1026X5504,,irene.walsh@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cW3MiYAK,False,,22792645,0030A0000029g5GQAQ,0010A000002w492QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:45:09.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T14:45:09.000+0000,0050A000001o2WeQAI,2025-10-02T14:45:09.000+0000,0050A000001o2WeQAI,2025-10-02T14:45:09.000+0000,(506)857-8055,(506) 962-2910,marc.gallant@igpwm.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cW5DEYA0,False,,22793277,003G0000018f7kYIAQ,0010A000002wPqwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:56:04.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T14:56:04.000+0000,0050A000000XQhmQAG,2025-10-02T14:56:05.000+0000,0050A000000XQhmQAG,2025-10-02T14:56:05.000+0000,(902)275-4290,(902) 275-7614,andrew@prescottpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cW8O1YAK,False,,22791642,0030A0000029as0QAA,0010A000002vzvqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:26:25.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T14:26:25.000+0000,005OH000007fgYjYAI,2025-10-02T14:26:26.000+0000,005OH000007fgYjYAI,2025-10-02T14:26:26.000+0000,(819)243-0433,,ian@simplicitefinanciere.ca,(819)243-2626,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cW9C0YAK,False,,22792340,0030A0000029oiEQAQ,0010A000002wBK2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:39:43.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T14:39:43.000+0000,0050A000001o2WeQAI,2025-10-02T14:39:44.000+0000,0050A000001o2WeQAI,2025-10-02T14:39:44.000+0000,(709)489-4943,,brian.pike@nfld.net,(709)489-5892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cW9X3YAK,False,,22795574,003OH00000V14RBYAZ,001OH00000bpPTuYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:34:19.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T15:34:19.000+0000,005OH000007fgYjYAI,2025-10-02T15:34:19.000+0000,005OH000007fgYjYAI,2025-10-02T15:34:19.000+0000,(819)698-1072,,thierry.belanger@groupecrh.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWAPnYAO,False,,22792876,0030A0000029gayQAA,0010A000002w4bEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:49:19.000+0000,False,False,005OH000004pk06YAA,2025-10-02T14:49:19.000+0000,005OH000004pk06YAA,2025-10-02T14:49:20.000+0000,005OH000004pk06YAA,2025-10-02T14:49:20.000+0000,(705)999-4855X104,Ex: 101,lindsay.smith@cpws.ca,(705)503-3700,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWDkKYAW,False,,22796281,0030A0000029lFTQAY,0010A000002w8QlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:46:11.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T15:46:11.000+0000,005OH000003ds0PYAQ,2025-10-02T15:46:11.000+0000,005OH000003ds0PYAQ,2025-10-02T15:46:11.000+0000,(613)767-1234,613-449-6231,cbudd@alignedcapitalpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWDykYAG,False,,22792266,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:38:21.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T14:38:21.000+0000,005OH000003ds0PYAQ,2025-10-02T14:38:22.000+0000,005OH000003ds0PYAQ,2025-10-02T14:38:22.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWEBdYAO,False,,22792277,0030A0000029oiEQAQ,0010A000002wBK2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:38:32.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T14:38:32.000+0000,0050A000001o2WeQAI,2025-10-02T14:38:32.000+0000,0050A000001o2WeQAI,2025-10-02T14:38:32.000+0000,(709)489-4943,,brian.pike@nfld.net,(709)489-5892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWEhvYAG,False,,22793177,003G0000018f6RQIAY,0010A000002wONlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:54:22.000+0000,False,False,0050A000000Hq5PQAS,2025-10-02T14:54:22.000+0000,0050A000000Hq5PQAS,2025-10-02T14:54:22.000+0000,0050A000000Hq5PQAS,2025-10-02T14:54:22.000+0000,(647)260-2501,(416) 318-6567,jerry@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWEhxYAG,False,,22795250,003G0000018f6nhIAA,0010A000002wOpRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:29:02.000+0000,False,False,0050A000000Hq5PQAS,2025-10-02T15:29:02.000+0000,0050A000000Hq5PQAS,2025-10-02T15:29:02.000+0000,0050A000000Hq5PQAS,2025-10-02T15:29:02.000+0000,(416)357-4815,,joseph@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWFCXYA4,False,,22792518,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T14:42:50.000+0000,False,False,0050A000000Hq5PQAS,2025-10-02T14:42:50.000+0000,0050A000000Hq5PQAS,2025-10-02T14:42:50.000+0000,0050A000000Hq5PQAS,2025-10-02T14:42:50.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWFqvYAG,False,,22796320,0030A0000029jpHQAQ,0010A000002w7GlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:46:54.000+0000,False,False,0055o000001h4cFAAQ,2025-10-02T15:46:54.000+0000,0055o000001h4cFAAQ,2025-10-02T15:46:54.000+0000,0055o000001h4cFAAQ,2025-10-02T15:46:54.000+0000,(204)668-8722,,garry@itifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWGIKYA4,False,,22794415,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:15:21.000+0000,False,False,0050A000000Hq5PQAS,2025-10-02T15:15:21.000+0000,0050A000000Hq5PQAS,2025-10-02T15:15:21.000+0000,0050A000000Hq5PQAS,2025-10-02T15:15:21.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWGK0YAO,False,,22796298,0035o0000077rYeAAI,0015o000007mATgAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:46:22.000+0000,False,False,0055o000002KxmIAAS,2025-10-02T15:46:22.000+0000,0055o000002KxmIAAS,2025-10-02T15:46:22.000+0000,0055o000002KxmIAAS,2025-10-02T15:46:22.000+0000,(289)932-5367,905-716-4862,sean.gannage@kfginc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWH7xYAG,False,,22794312,0030A0000029nfzQAA,0010A000002wAVkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:13:40.000+0000,False,False,0055o000001h4cFAAQ,2025-10-02T15:13:40.000+0000,0055o000001h4cFAAQ,2025-10-02T15:13:40.000+0000,0055o000001h4cFAAQ,2025-10-02T15:13:40.000+0000,(204)488-7699,,mpiasecki@maxwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWIooYAG,False,,22796175,0030A0000029cuNQAQ,0010A000002w1VdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:44:46.000+0000,False,False,005OH000004oiYEYAY,2025-10-02T15:44:46.000+0000,005OH000004oiYEYAY,2025-10-02T15:44:46.000+0000,005OH000004oiYEYAY,2025-10-02T15:44:46.000+0000,(844)833-3463,,timduquette@definesuccess.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWJxmYAG,False,,22796961,003G0000018f6xrIAA,0010A000002wP0VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:57:36.000+0000,False,False,005OH00000AdAzSYAV,2025-10-02T15:57:36.000+0000,005OH00000AdAzSYAV,2025-10-02T15:57:36.000+0000,005OH00000AdAzSYAV,2025-10-02T15:57:36.000+0000,(905)827-8066,(905) 334-7670,adam@madurifinancialgroup.com,(905)827-8066,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWKDuYAO,False,,22796001,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:41:50.000+0000,False,False,005OH000005URvxYAG,2025-10-02T15:41:50.000+0000,005OH000005URvxYAG,2025-10-02T15:41:51.000+0000,005OH000005URvxYAG,2025-10-02T15:41:51.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWKNWYA4,False,,22794559,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:17:41.000+0000,False,False,005OH00000AdAzSYAV,2025-10-02T15:17:41.000+0000,005OH00000AdAzSYAV,2025-10-02T15:17:41.000+0000,005OH00000AdAzSYAV,2025-10-02T15:17:41.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWKdiYAG,False,,22796928,003OH00000OYV3qYAH,001OH00000TrSvQYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:57:03.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T15:57:03.000+0000,005OH000007fgYjYAI,2025-10-02T15:57:04.000+0000,005OH000007fgYjYAI,2025-10-02T15:57:04.000+0000,(514)512-1117,,joseph.nakouzi@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWNRrYAO,False,,22796854,003OH00000QVj8SYAT,001OH00000WG1E6YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:55:47.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T15:55:47.000+0000,005OH000007fgYjYAI,2025-10-02T15:55:48.000+0000,005OH000007fgYjYAI,2025-10-02T15:55:48.000+0000,(450)377-6390,,amelie.morin@nd-sfi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWOW2YAO,False,,22796369,0035o000007ERP3AAO,0015o000007uk7UAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:47:33.000+0000,False,False,005OH000004pk06YAA,2025-10-02T15:47:33.000+0000,005OH000004pk06YAA,2025-10-02T15:47:33.000+0000,005OH000004pk06YAA,2025-10-02T15:47:33.000+0000,(905)979-9676,,insurance@sonnymartin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWP0cYAG,False,,22796545,0030A0000029dTAQAY,0010A000002w204QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:50:18.000+0000,False,False,005OH000004oiYEYAY,2025-10-02T15:50:18.000+0000,005OH000004oiYEYAY,2025-10-02T15:50:19.000+0000,005OH000004oiYEYAY,2025-10-02T15:50:19.000+0000,(519)325-0332,,themoneyguy@wavedirect.net,(519)325-0338,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWPNDYA4,False,,22795575,0030A0000029hU9QAI,0010A000002w5NOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:34:20.000+0000,False,False,005OH000004oiYEYAY,2025-10-02T15:34:20.000+0000,005OH000004oiYEYAY,2025-10-02T15:34:20.000+0000,005OH000004oiYEYAY,2025-10-02T15:34:20.000+0000,(519)337-2001X6,5194660243,falk.hampel@cpwealth.ca,(519)337-2003,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWQZOYA4,False,,22795849,0030A0000029gxiQAA,0010A000002w4u6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:39:08.000+0000,False,False,005OH000005URvxYAG,2025-10-02T15:39:08.000+0000,005OH000005URvxYAG,2025-10-02T15:39:09.000+0000,005OH000005URvxYAG,2025-10-02T15:39:09.000+0000,(587)876-0274,,charissa.cummings@servus.ca,(403)340-1176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWQb6YAG,False,,22800446,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:58:24.000+0000,False,False,005OH000005URvxYAG,2025-10-02T16:58:24.000+0000,005OH000005URvxYAG,2025-10-02T16:58:24.000+0000,005OH000005URvxYAG,2025-10-02T16:58:24.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWQfwYAG,False,,22800950,0030A0000029YMGQA2,0010A000002vxo2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:07:46.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T17:07:46.000+0000,005OH000004Ir1xYAC,2025-10-02T17:07:46.000+0000,005OH000004Ir1xYAC,2025-10-02T17:07:46.000+0000,(403)526-1750,,brent@dennisonfinancial.ca,(403)526-7001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWRGxYAO,False,,22797204,003OH00000TH7ysYAD,001OH00000ZeUHlYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:01:54.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T16:01:54.000+0000,005OH000007fgYjYAI,2025-10-02T16:01:54.000+0000,005OH000007fgYjYAI,2025-10-02T16:01:55.000+0000,(514)708-2936,,simon.richard@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWTNeYAO,False,,22800221,0030A0000029eGeQAI,0010A000002w2fSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:54:20.000+0000,False,False,005OH0000084GETYA2,2025-10-02T16:54:20.000+0000,005OH0000084GETYA2,2025-10-02T16:54:20.000+0000,005OH0000084GETYA2,2025-10-02T16:54:20.000+0000,(416)801-3236,4168013236,elioinsurs@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWTc9YAG,False,,22796916,003G0000018f6RVIAY,0010A000002wONqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:56:52.000+0000,False,False,0050A000000Hq5PQAS,2025-10-02T15:56:52.000+0000,0050A000000Hq5PQAS,2025-10-02T15:56:52.000+0000,0050A000000Hq5PQAS,2025-10-02T15:56:52.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWVnaYAG,False,,22797356,0030A00000CUeiaQAD,0010A00000D5YdKQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:04:27.000+0000,False,False,005OH0000084GETYA2,2025-10-02T16:04:27.000+0000,005OH0000084GETYA2,2025-10-02T16:04:27.000+0000,005OH0000084GETYA2,2025-10-02T16:04:27.000+0000,(289)383-0993,,patricia@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWVxKYAW,False,,22799907,0030A000002V44eQAC,0010A000003HIPuQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:48:50.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T16:48:50.000+0000,0050A000001o2WeQAI,2025-10-02T16:48:51.000+0000,0050A000001o2WeQAI,2025-10-02T16:48:51.000+0000,(506)857-7490,,natalie.maillet@optimalcentre.ca,(506)857-4737,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWW8YYAW,False,,22796527,0030A0000029jbmQAA,0010A000002w76UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:50:01.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T15:50:01.000+0000,005OH000003ds0PYAQ,2025-10-02T15:50:01.000+0000,005OH000003ds0PYAQ,2025-10-02T15:50:01.000+0000,(705)222-7766,,iotto@vianet.ca,(705)523-0116,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWWF3YAO,False,,22798084,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:17:05.000+0000,False,False,005OH000005URvxYAG,2025-10-02T16:17:05.000+0000,005OH000005URvxYAG,2025-10-02T16:17:06.000+0000,005OH000005URvxYAG,2025-10-02T16:17:06.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWWV8YAO,False,,22796616,0030A0000029YE9QAM,0010A000002vxj3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T15:51:25.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T15:51:25.000+0000,005OH000003ds0PYAQ,2025-10-02T15:51:25.000+0000,005OH000003ds0PYAQ,2025-10-02T15:51:25.000+0000,(416)268-2300,,ifrati@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWX1RYAW,False,,22797762,0035o000007SO81AAG,0015o0000088soBAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:11:04.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T16:11:04.000+0000,0050A000001o2WeQAI,2025-10-02T16:11:04.000+0000,0050A000001o2WeQAI,2025-10-02T16:11:04.000+0000,(709)576-1621,,hkent@callegrow.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWXENYA4,False,,22800062,0030A000007806BQAQ,0010A000007z0PbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:51:31.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T16:51:31.000+0000,005OH000007fgYjYAI,2025-10-02T16:51:32.000+0000,005OH000007fgYjYAI,2025-10-02T16:51:32.000+0000,(418)953-1939,,simeonmario@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWXZKYA4,False,,22800602,0030A0000029VR0QAM,0010A000002vvL9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:01:23.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T17:01:23.000+0000,005OH000004Ir1xYAC,2025-10-02T17:01:23.000+0000,005OH000004Ir1xYAC,2025-10-02T17:01:23.000+0000,(403)452-3886,(778) 288-8750,jianxu@crius.ca,(403)452-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWXz9YAG,False,,22800768,0030A0000029XUjQAM,0010A000002vx3kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:04:22.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T17:04:22.000+0000,005OH000004Ir1xYAC,2025-10-02T17:04:23.000+0000,005OH000004Ir1xYAC,2025-10-02T17:04:23.000+0000,(403)875-0123,,lisa.cfp@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWY2JYAW,False,,22801503,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:17:13.000+0000,False,False,005OH000005URvxYAG,2025-10-02T17:17:13.000+0000,005OH000005URvxYAG,2025-10-02T17:17:14.000+0000,005OH000005URvxYAG,2025-10-02T17:17:14.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWZ4rYAG,False,,22799367,003OH00000VOevNYAT,001OH00000cIUWoYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:39:24.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T16:39:24.000+0000,005OH000007fgYjYAI,2025-10-02T16:39:25.000+0000,005OH000007fgYjYAI,2025-10-02T16:39:25.000+0000,(647)674-3116,,lhirmand@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWZ9fYAG,False,,22798428,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:22:29.000+0000,False,False,005OH000005URvxYAG,2025-10-02T16:22:29.000+0000,005OH000005URvxYAG,2025-10-02T16:22:30.000+0000,005OH000005URvxYAG,2025-10-02T16:22:30.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWZT6YAO,False,,22800362,0030A0000029VNMQA2,0010A000002vvIJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:56:44.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T16:56:44.000+0000,005OH000004Ir1xYAC,2025-10-02T16:56:44.000+0000,005OH000004Ir1xYAC,2025-10-02T16:56:44.000+0000,(403)828-4430,,collin@accessiblewealthstrategies.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWc4KYAS,False,,22798167,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:18:17.000+0000,False,False,005OH000005URvxYAG,2025-10-02T16:18:17.000+0000,005OH000005URvxYAG,2025-10-02T16:18:17.000+0000,005OH000005URvxYAG,2025-10-02T16:18:17.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWcNgYAK,False,,22801206,0030A00000BHNAeQAP,0010A00000BraCKQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:12:13.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T17:12:13.000+0000,0050A000001o2WeQAI,2025-10-02T17:12:14.000+0000,0050A000001o2WeQAI,2025-10-02T17:12:14.000+0000,(902)895-3687,(902) 499-8876,craig.gunn@cufm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWeUIYA0,False,,22799255,0030A0000029ddwQAA,0010A000002w27mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:37:22.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T16:37:22.000+0000,0050A000001o2WeQAI,2025-10-02T16:37:22.000+0000,0050A000001o2WeQAI,2025-10-02T16:37:22.000+0000,(416)915-3460,4167700985,nlandry@bflcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWekSYAS,False,,22798327,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:20:55.000+0000,False,False,005OH000005URvxYAG,2025-10-02T16:20:55.000+0000,005OH000005URvxYAG,2025-10-02T16:20:56.000+0000,005OH000005URvxYAG,2025-10-02T16:20:56.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWem4YAC,False,,22798594,0030A000008sGa9QAE,0010A000009nAbMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:25:19.000+0000,False,False,005OH000006owoYYAQ,2025-10-02T16:25:19.000+0000,005OH000006owoYYAQ,2025-10-02T16:25:20.000+0000,005OH000006owoYYAQ,2025-10-02T16:25:20.000+0000,(306)206-4747,,margaret@mclarkefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWgRKYA0,False,,22800409,0030A0000029VoZQAU,0010A000002vvgJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:57:40.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T16:57:40.000+0000,0050A000000XQhmQAG,2025-10-02T16:57:40.000+0000,0050A000000XQhmQAG,2025-10-02T16:57:40.000+0000,(902)832-9895,,rymazerolle@assante.com,(902)832-2500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWgfpYAC,False,,22800247,0030A0000029VoZQAU,0010A000002vvgJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:54:55.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T16:54:55.000+0000,0050A000000XQhmQAG,2025-10-02T16:54:56.000+0000,0050A000000XQhmQAG,2025-10-02T16:54:56.000+0000,(902)832-9895,,rymazerolle@assante.com,(902)832-2500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWgkgYAC,False,,22800278,003G0000018f7jjIAA,0010A000002wPq7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:55:19.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T16:55:19.000+0000,0050A000001o2WeQAI,2025-10-02T16:55:19.000+0000,0050A000001o2WeQAI,2025-10-02T16:55:19.000+0000,(709)944-5554,(709) 282-8318,traceywest@murphyneil.ca,(709)944-3463,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWh5eYAC,False,,22800485,0030A0000029VR0QAM,0010A000002vvL9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:58:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T16:58:55.000+0000,005OH000004Ir1xYAC,2025-10-02T16:58:55.000+0000,005OH000004Ir1xYAC,2025-10-02T16:58:55.000+0000,(403)452-3886,(778) 288-8750,jianxu@crius.ca,(403)452-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWicqYAC,False,,22801557,003OH000003avHSYAY,001OH000004WUvDYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:18:03.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T17:18:03.000+0000,0050A000001o2WeQAI,2025-10-02T17:18:04.000+0000,0050A000001o2WeQAI,2025-10-02T17:18:04.000+0000,(709)781-0561,,curtisjdunn@outlook.com,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWjKKYA0,False,,22800747,0030A00000BFylCQAT,0010A00000BqEFPQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:04:01.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T17:04:01.000+0000,005OH000007fgYjYAI,2025-10-02T17:04:02.000+0000,005OH000007fgYjYAI,2025-10-02T17:04:02.000+0000,(514)282-1112,,asinette@lussier.co,(877)807-8887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWjP8YAK,False,,22799886,003OH00000Nz4sfYAB,001OH00000T8pBIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:48:25.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T16:48:25.000+0000,005OH000007fgYjYAI,2025-10-02T16:48:26.000+0000,005OH000007fgYjYAI,2025-10-02T16:48:26.000+0000,(819)434-2422,,cristelsirois.finances@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWjnRYAS,False,,22800995,0035o000005I2l9AAC,0015o000005qxNGAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:08:30.000+0000,False,False,005OH000005URvxYAG,2025-10-02T17:08:30.000+0000,005OH000005URvxYAG,2025-10-02T17:08:31.000+0000,005OH000005URvxYAG,2025-10-02T17:08:31.000+0000,(403)809-4890,,lindsay@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWkcyYAC,False,,22803000,0030A0000029kL8QAI,0010A000002w7h5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:42:33.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T17:42:33.000+0000,005OH000007fgYjYAI,2025-10-02T17:42:34.000+0000,005OH000007fgYjYAI,2025-10-02T17:42:34.000+0000,(514)360-9049,,danny@sirignanofinancial.com,(514)694-0225,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWkmjYAC,False,,22803227,0030A000009zZA8QAM,0010A00000AYbQDQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:46:05.000+0000,False,False,005OH000006owoYYAQ,2025-10-02T17:46:05.000+0000,005OH000006owoYYAQ,2025-10-02T17:46:06.000+0000,005OH000006owoYYAQ,2025-10-02T17:46:06.000+0000,(306)203-2082,,manucharyanroza@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWm8cYAC,False,,22803135,0030A0000029ergQAA,0010A000002w36eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:44:49.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T17:44:49.000+0000,0050A000000XQhmQAG,2025-10-02T17:44:49.000+0000,0050A000000XQhmQAG,2025-10-02T17:44:49.000+0000,(709)781-0575,,alf@barrettfinancialservices.ca,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWmI9YAK,False,,22799385,0030A0000029gamQAA,0010A000002w4b2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:39:45.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T16:39:45.000+0000,0050A000001o2WeQAI,2025-10-02T16:39:46.000+0000,0050A000001o2WeQAI,2025-10-02T16:39:46.000+0000,(902)404-3820,,ncassis@cassisfinancial.com,(902)468-7292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWmoTYAS,False,,22802121,0030A000008QMOKQA4,0010A000009JkGgQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:27:52.000+0000,False,False,0055o000002DK5fAAG,2025-10-02T17:27:52.000+0000,0055o000002DK5fAAG,2025-10-02T17:27:52.000+0000,0055o000002DK5fAAG,2025-10-02T17:27:52.000+0000,(905)492-6222,(905) 967-2753,justin@jtinsgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWn4YYAS,False,,22799948,0030A0000029gyfQAA,0010A000002w4v3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T16:49:29.000+0000,False,False,005OH0000084GETYA2,2025-10-02T16:49:29.000+0000,005OH0000084GETYA2,2025-10-02T16:49:30.000+0000,005OH0000084GETYA2,2025-10-02T16:49:30.000+0000,(519)416-1600,,rachel@dfsfinancial.ca,(519)416-1660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWof0YAC,False,,22801889,0030A00000ChGR0QAN,0010A00000DImk5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:24:01.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T17:24:01.000+0000,0050A000001o2WeQAI,2025-10-02T17:24:01.000+0000,0050A000001o2WeQAI,2025-10-02T17:24:01.000+0000,(902)423-8294,(506)282-1990,matt.nason@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWolTYAS,False,,22802273,0035o000003zgaeAAA,0015o000004anIZAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:30:29.000+0000,False,False,0055o000002DK5fAAG,2025-10-02T17:30:29.000+0000,0055o000002DK5fAAG,2025-10-02T17:30:29.000+0000,0055o000002DK5fAAG,2025-10-02T17:30:29.000+0000,(416)690-0911,,chris.jardine@bellvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWpJKYA0,False,,22802846,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:39:50.000+0000,False,False,0050A000000Hq5PQAS,2025-10-02T17:39:50.000+0000,0050A000000Hq5PQAS,2025-10-02T17:39:50.000+0000,0050A000000Hq5PQAS,2025-10-02T17:39:50.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWq91YAC,False,,22805455,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:23:22.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T18:23:22.000+0000,005OH000007fgYjYAI,2025-10-02T18:23:22.000+0000,005OH000007fgYjYAI,2025-10-02T18:23:22.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWqNQYA0,False,,22801812,0030A0000029cHDQAY,0010A000002w14cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:22:43.000+0000,False,False,005OH000005URvxYAG,2025-10-02T17:22:43.000+0000,005OH000005URvxYAG,2025-10-02T17:22:43.000+0000,005OH000005URvxYAG,2025-10-02T17:22:43.000+0000,(780)710-4178,,rkfinancial@hotmail.com,(780)444-9480,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWqYjYAK,False,,22805156,0030A0000029eHIQAY,0010A000002w2g6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:18:19.000+0000,False,False,005OH000004pk06YAA,2025-10-02T18:18:19.000+0000,005OH000004pk06YAA,2025-10-02T18:18:19.000+0000,005OH000004pk06YAA,2025-10-02T18:18:19.000+0000,(416)436-2268,,ginostirpe@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWrL7YAK,False,,22804833,0030A0000029cgUQAQ,0010A000002w1KZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:12:46.000+0000,False,False,005OH0000084GETYA2,2025-10-02T18:12:46.000+0000,005OH0000084GETYA2,2025-10-02T18:12:46.000+0000,005OH0000084GETYA2,2025-10-02T18:12:46.000+0000,(416)722-1038,,josefinancial@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWrY0YAK,False,,22802803,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:39:12.000+0000,False,False,005OH000004pk06YAA,2025-10-02T17:39:12.000+0000,005OH000004pk06YAA,2025-10-02T17:39:12.000+0000,005OH000004pk06YAA,2025-10-02T17:39:12.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWsDvYAK,False,,22801278,003G0000018f7C2IAI,0010A000002wPG0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:13:11.000+0000,False,False,0050A000000Hq5PQAS,2025-10-02T17:13:11.000+0000,0050A000000Hq5PQAS,2025-10-02T17:13:11.000+0000,0050A000000Hq5PQAS,2025-10-02T17:13:11.000+0000,(416)333-8575,(416) 333-8575,adam@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWsSPYA0,False,,22801083,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:10:00.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T17:10:00.000+0000,005OH000004Ir1xYAC,2025-10-02T17:10:00.000+0000,005OH000004Ir1xYAC,2025-10-02T17:10:00.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWsU1YAK,False,,22801090,003G000001vcHHLIA2,0010A000002wT42QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:10:08.000+0000,False,False,0050A000000Hq5PQAS,2025-10-02T17:10:08.000+0000,0050A000000Hq5PQAS,2025-10-02T17:10:08.000+0000,0050A000000Hq5PQAS,2025-10-02T17:10:08.000+0000,(647)260-2501,(416) 706-4102,vince@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWsVdYAK,False,,22801091,0030A0000029atZQAQ,0010A000002vzxAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:10:08.000+0000,False,False,005OH000005URvxYAG,2025-10-02T17:10:08.000+0000,005OH000005URvxYAG,2025-10-02T17:10:08.000+0000,005OH000005URvxYAG,2025-10-02T17:10:08.000+0000,(780)945-2887,,glenn.office@uniserve.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWtuuYAC,False,,22806533,0030A0000029gRaQAI,0010A000002w4UZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:41:59.000+0000,False,False,005OH000004oiYEYAY,2025-10-02T18:41:59.000+0000,005OH000004oiYEYAY,2025-10-02T18:42:00.000+0000,005OH000004oiYEYAY,2025-10-02T18:42:00.000+0000,(519)649-8536,,paul@bfg-inc.ca,(800)615-1290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWuHQYA0,False,,22806386,0030A0000029YZMQA2,0010A000002vxxuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:39:24.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:39:24.000+0000,0050A000000XQhmQAG,2025-10-02T18:39:25.000+0000,0050A000000XQhmQAG,2025-10-02T18:39:25.000+0000,(709)691-2161,,amhagan9@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWuNoYAK,False,,22803181,0030A0000029b6RQAQ,0010A000002w08VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:45:36.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T17:45:36.000+0000,005OH000007fgYjYAI,2025-10-02T17:45:36.000+0000,005OH000007fgYjYAI,2025-10-02T17:45:36.000+0000,(514)343-0200,,stephen@msafinancial.com,(514)343-0199,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWvDOYA0,False,,22802107,003G0000019LKXPIA4,0010A000002wQ8TQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:27:35.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T17:27:35.000+0000,0050A000000XQhmQAG,2025-10-02T17:27:35.000+0000,0050A000000XQhmQAG,2025-10-02T17:27:35.000+0000,(709)754-2143,(709) 687-5048,aaron@faceyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWvJrYAK,False,,22803368,0030A0000029n5AQAQ,0010A000002w9zaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:48:40.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T17:48:40.000+0000,0050A000000XQhmQAG,2025-10-02T17:48:41.000+0000,0050A000000XQhmQAG,2025-10-02T17:48:41.000+0000,(709)579-6926,(709) 800-0162,anitasmith1948@outlook.com,(709)399-1612,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWverYAC,False,,22805105,0030A0000029c22QAA,0010A000002w6cjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:17:30.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T18:17:30.000+0000,005OH000003ds0PYAQ,2025-10-02T18:17:30.000+0000,005OH000003ds0PYAQ,2025-10-02T18:17:30.000+0000,(613)228-7258,,robert.craig@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWvlFYAS,False,,22801796,0035o0000046QBuAAM,0015o000004gyJVAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:22:24.000+0000,False,False,005OH000006owoYYAQ,2025-10-02T17:22:24.000+0000,005OH000006owoYYAQ,2025-10-02T17:22:25.000+0000,005OH000006owoYYAQ,2025-10-02T17:22:25.000+0000,(306)531-7043,,munkienemarie@yahoo.fr,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWw1QYAS,False,,22805816,003OH000006ZouaYAC,001OH000008AkJWYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:29:32.000+0000,False,False,0055o000002DK5fAAG,2025-10-02T18:29:32.000+0000,0055o000002DK5fAAG,2025-10-02T18:29:32.000+0000,0055o000002DK5fAAG,2025-10-02T18:29:32.000+0000,(416)691-8730,,sheldon.ford@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWwEOYA0,False,,22803508,003OH00000VbKndYAF,001OH00000cY0hgYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:50:42.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T17:50:42.000+0000,005OH000007fgYjYAI,2025-10-02T17:50:43.000+0000,005OH000007fgYjYAI,2025-10-02T17:50:43.000+0000,(514)291-2526,,m.hanne@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWwarYAC,False,,22801957,0030A0000029lkvQAA,0010A000002w8qqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:24:59.000+0000,False,False,005OH000005URvxYAG,2025-10-02T17:24:59.000+0000,005OH000005URvxYAG,2025-10-02T17:25:00.000+0000,005OH000005URvxYAG,2025-10-02T17:25:00.000+0000,(780)467-3747,(780) 951-1361,ajeraj@shaw.ca,(780)640-6797,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWxVPYA0,False,,22805069,0030A0000029bf0QAA,0010A000002w0XdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:16:51.000+0000,False,False,005OH000004oiYEYAY,2025-10-02T18:16:51.000+0000,005OH000004oiYEYAY,2025-10-02T18:16:52.000+0000,005OH000004oiYEYAY,2025-10-02T18:16:52.000+0000,(519)472-4574,(519) 494-7721,ceggel@gmail.com,(519)472-4574,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWxaBYAS,False,,22803230,0030A0000029n5AQAQ,0010A000002w9zaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:46:07.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T17:46:07.000+0000,0050A000000XQhmQAG,2025-10-02T17:46:08.000+0000,0050A000000XQhmQAG,2025-10-02T17:46:08.000+0000,(709)579-6926,(709) 800-0162,anitasmith1948@outlook.com,(709)399-1612,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWxjwYAC,False,,22805382,0030A0000029pvsQAA,0010A000002wCHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:22:16.000+0000,False,False,005OH000004oiYEYAY,2025-10-02T18:22:16.000+0000,005OH000004oiYEYAY,2025-10-02T18:22:16.000+0000,005OH000004oiYEYAY,2025-10-02T18:22:16.000+0000,(519)652-8717,,leanne.beattie@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWxrwYAC,False,,22805002,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:15:48.000+0000,False,False,005OH000004pk06YAA,2025-10-02T18:15:48.000+0000,005OH000004pk06YAA,2025-10-02T18:15:49.000+0000,005OH000004pk06YAA,2025-10-02T18:15:49.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWyftYAC,False,,22802227,003OH00000T5JJ6YAN,001OH00000ZPgvxYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:29:57.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T17:29:57.000+0000,005OH000007fgYjYAI,2025-10-02T17:29:57.000+0000,005OH000007fgYjYAI,2025-10-02T17:29:57.000+0000,(450)973-8222,,mihai@gestionlv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWyjAYAS,False,,22805128,003G0000018f7jjIAA,0010A000002wPq7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:17:56.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:17:56.000+0000,0050A000000XQhmQAG,2025-10-02T18:17:56.000+0000,0050A000000XQhmQAG,2025-10-02T18:17:56.000+0000,(709)944-5554,(709) 282-8318,traceywest@murphyneil.ca,(709)944-3463,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cWzVcYAK,False,,22805662,0030A0000029Z0yQAE,0010A000002vyMDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:26:51.000+0000,False,False,005OH000004oiYEYAY,2025-10-02T18:26:51.000+0000,005OH000004oiYEYAY,2025-10-02T18:26:52.000+0000,005OH000004oiYEYAY,2025-10-02T18:26:52.000+0000,(519)250-7267,(519) 966-5046,juliecharrette@greendoorfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX09wYAC,False,,22805496,0035o000005p6hPAAQ,0015o000006N3L6AAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:23:59.000+0000,False,False,0055o000002DK5fAAG,2025-10-02T18:23:59.000+0000,0055o000002DK5fAAG,2025-10-02T18:24:00.000+0000,0055o000002DK5fAAG,2025-10-02T18:24:00.000+0000,(905)713-3338,,kristin.burns@edwardjones.com,(877)479-3161,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX0BRYA0,False,,22802463,0030A000004OsQAQA0,0010A000005B4g3QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:33:34.000+0000,False,False,0055o000002DK5fAAG,2025-10-02T17:33:34.000+0000,0055o000002DK5fAAG,2025-10-02T17:33:35.000+0000,0055o000002DK5fAAG,2025-10-02T17:33:35.000+0000,(519)942-2555,,derek.wiens@lismarfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX0MrYAK,False,,22805889,003OH00000AVDkrYAH,001OH00000ChwI0YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:30:47.000+0000,False,False,0055o000002DK5fAAG,2025-10-02T18:30:47.000+0000,0055o000002DK5fAAG,2025-10-02T18:30:48.000+0000,0055o000002DK5fAAG,2025-10-02T18:30:48.000+0000,(416)236-1596,,christian.dibernardo@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX0UqYAK,False,,22805177,003OH00000EolgSYAR,001OH00000IZ2hMYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:18:40.000+0000,False,False,0055o000002DK5fAAG,2025-10-02T18:18:40.000+0000,0055o000002DK5fAAG,2025-10-02T18:18:40.000+0000,0055o000002DK5fAAG,2025-10-02T18:18:40.000+0000,(416)398-3244X27,,cathy@ecgi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX0Y2YAK,False,,22802940,0030A0000029kL8QAI,0010A000002w7h5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:41:22.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T17:41:22.000+0000,005OH000007fgYjYAI,2025-10-02T17:41:23.000+0000,005OH000007fgYjYAI,2025-10-02T17:41:23.000+0000,(514)360-9049,,danny@sirignanofinancial.com,(514)694-0225,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX1NlYAK,False,,22806845,0030A000006r1YBQAY,0010A000007gJYSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:46:38.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T18:46:38.000+0000,005OH000007fgYjYAI,2025-10-02T18:46:39.000+0000,005OH000007fgYjYAI,2025-10-02T18:46:39.000+0000,(514)894-1589,(514) 894-1589,asantaguida@twmg.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX1cEYAS,False,,22806546,0030A0000029lTVQAY,0010A000002w8dqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:42:10.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:42:10.000+0000,0050A000000XQhmQAG,2025-10-02T18:42:11.000+0000,0050A000000XQhmQAG,2025-10-02T18:42:11.000+0000,(709)757-4224,,blewis@bnfinancial.ca,(709)757-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX1fTYAS,False,,22806612,0030A0000029Wx6QAE,0010A000002vwcJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:43:11.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:43:11.000+0000,0050A000000XQhmQAG,2025-10-02T18:43:12.000+0000,0050A000000XQhmQAG,2025-10-02T18:43:12.000+0000,(709)634-3338,(709) 640-0100,blair@harbourfinancialgroup.ca,(709)634-7760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX1h6YAC,False,,22804965,0030A000009ootyQAA,0010A00000AWzwwQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:15:15.000+0000,False,False,0055o000002DK5fAAG,2025-10-02T18:15:15.000+0000,0055o000002DK5fAAG,2025-10-02T18:15:16.000+0000,0055o000002DK5fAAG,2025-10-02T18:15:16.000+0000,(416)275-2896,,colin@colinbarry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX2d6YAC,False,,22804740,0030A0000029Z2VQAU,0010A000002vyNaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:11:02.000+0000,False,False,005OH000004oiYEYAY,2025-10-02T18:11:02.000+0000,005OH000004oiYEYAY,2025-10-02T18:11:02.000+0000,005OH000004oiYEYAY,2025-10-02T18:11:02.000+0000,(519)903-7787,,ksis2018@outlook.com,(519)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX3m3YAC,False,,22804159,003OH00000APrMnYAL,001OH00000CbGJtYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:01:43.000+0000,False,False,0055o000002KxmIAAS,2025-10-02T18:01:43.000+0000,0055o000002KxmIAAS,2025-10-02T18:01:43.000+0000,0055o000002KxmIAAS,2025-10-02T18:01:43.000+0000,(519)743-5404,2267897988,liam@yourlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX3sXYAS,False,,22804993,0030A000009OZO3QAO,0010A00000AQhNWQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:15:40.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T18:15:40.000+0000,005OH000003ds0PYAQ,2025-10-02T18:15:40.000+0000,005OH000003ds0PYAQ,2025-10-02T18:15:40.000+0000,(705)674-1342,,jason.bissonnette@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX3xRYAS,False,,22805727,003OH000005YZbbYAG,001OH000006zGKZYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:27:56.000+0000,False,False,0055o000002DK5fAAG,2025-10-02T18:27:56.000+0000,0055o000002DK5fAAG,2025-10-02T18:27:56.000+0000,0055o000002DK5fAAG,2025-10-02T18:27:56.000+0000,(905)726-9976,,philip.comeau@edwardjones.com,(877)629-0728,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX48dYAC,False,,22803561,0030A0000029n5AQAQ,0010A000002w9zaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:51:37.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T17:51:37.000+0000,0050A000000XQhmQAG,2025-10-02T17:51:37.000+0000,0050A000000XQhmQAG,2025-10-02T17:51:37.000+0000,(709)579-6926,(709) 800-0162,anitasmith1948@outlook.com,(709)399-1612,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX4OjYAK,False,,22803295,0030A0000029n5AQAQ,0010A000002w9zaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:47:31.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T17:47:31.000+0000,0050A000000XQhmQAG,2025-10-02T17:47:32.000+0000,0050A000000XQhmQAG,2025-10-02T17:47:32.000+0000,(709)579-6926,(709) 800-0162,anitasmith1948@outlook.com,(709)399-1612,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX5HZYA0,False,,22803526,0035o000003G9mhAAC,0015o000003tjxGAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T17:51:00.000+0000,False,False,005OH000006owoYYAQ,2025-10-02T17:51:00.000+0000,005OH000006owoYYAQ,2025-10-02T17:51:01.000+0000,005OH000006owoYYAQ,2025-10-02T17:51:01.000+0000,(306)881-8417,,yuw809@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX5hRYAS,False,,22804883,0031600002aq1BfAAI,0011600001xYIo6AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:13:57.000+0000,False,False,0050A000000nRKbQAM,2025-10-02T18:13:57.000+0000,0050A000000nRKbQAM,2025-10-02T18:13:57.000+0000,0050A000000nRKbQAM,2025-10-02T18:13:57.000+0000,(204) 477-6174,,courtney@crescentfinancial.ca,(204) 477-6193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000nRKbQAM,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX7WJYA0,False,,22804646,0030A0000029VACQA2,0010A000002vvAHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:09:12.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:09:12.000+0000,0050A000000XQhmQAG,2025-10-02T18:09:12.000+0000,0050A000000XQhmQAG,2025-10-02T18:09:12.000+0000,(709)726-6570X2261,,hughieshea@financialanswers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX87QYAS,False,,22805627,0035o000006KPMlAAO,0015o000006pWhQAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:26:14.000+0000,False,False,0055o000002DK5fAAG,2025-10-02T18:26:14.000+0000,0055o000002DK5fAAG,2025-10-02T18:26:14.000+0000,0055o000002DK5fAAG,2025-10-02T18:26:14.000+0000,(416)265-5264,,geoff.hotrum@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX8PAYA0,False,,22804911,0031600002WvmUtAAJ,0010A000002wO9aQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:14:24.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:14:24.000+0000,0050A000000XQhmQAG,2025-10-02T18:14:24.000+0000,0050A000000XQhmQAG,2025-10-02T18:14:24.000+0000,(709)725-3821,(709) 725-3821,vaughn.hoskins@hoskinswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cX8lnYAC,False,,22806959,0030A0000029WIRQA2,0010A000002vw4YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:48:44.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:48:44.000+0000,0050A000000XQhmQAG,2025-10-02T18:48:44.000+0000,0050A000000XQhmQAG,2025-10-02T18:48:44.000+0000,(709)427-5500,,ernwarren@hotmail.com,(709)466-7803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXAlyYAG,False,,22807204,0035o000006U2peAAC,0015o0000070BLFAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:52:56.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T18:52:56.000+0000,005OH000003ds0PYAQ,2025-10-02T18:52:56.000+0000,005OH000003ds0PYAQ,2025-10-02T18:52:56.000+0000,(613)703-9075,,hmeeks.financial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXBbWYAW,False,,22805052,0030A0000029Wy8QAE,0010A000002vwd6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:16:32.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T18:16:32.000+0000,005OH000003ds0PYAQ,2025-10-02T18:16:33.000+0000,005OH000003ds0PYAQ,2025-10-02T18:16:33.000+0000,(705)493-0480,,mikeoakes@efni.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXCkVYAW,False,,22805650,0030A0000029n5AQAQ,0010A000002w9zaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:26:40.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:26:40.000+0000,0050A000000XQhmQAG,2025-10-02T18:26:41.000+0000,0050A000000XQhmQAG,2025-10-02T18:26:41.000+0000,(709)579-6926,(709) 800-0162,anitasmith1948@outlook.com,(709)399-1612,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXEr8YAG,False,,22805914,0030A0000029gyfQAA,0010A000002w4v3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:31:11.000+0000,False,False,005OH0000084GETYA2,2025-10-02T18:31:11.000+0000,005OH0000084GETYA2,2025-10-02T18:31:12.000+0000,005OH0000084GETYA2,2025-10-02T18:31:12.000+0000,(519)416-1600,,rachel@dfsfinancial.ca,(519)416-1660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXEsmYAG,False,,22806199,0030A0000029juKQAQ,0010A000002w7KXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:35:55.000+0000,False,False,0055o000001NWfMAAW,2025-10-02T18:35:55.000+0000,0055o000001NWfMAAW,2025-10-02T18:35:55.000+0000,0055o000001NWfMAAW,2025-10-02T18:35:55.000+0000,(416)499-9626X246,(416) 271-3833,george.tseng@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXEuNYAW,False,,22806693,0030A0000029jRSQAY,0010A000002w6xlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:44:29.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:44:29.000+0000,0050A000000XQhmQAG,2025-10-02T18:44:29.000+0000,0050A000000XQhmQAG,2025-10-02T18:44:29.000+0000,(709)737-0044,,blair@forecastfinancial.com,(709)737-0049,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXFSHYA4,False,,22808881,0030A0000029lHXQAY,0010A000002w8SkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:21:09.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T19:21:09.000+0000,005OH000007fgYjYAI,2025-10-02T19:21:09.000+0000,005OH000007fgYjYAI,2025-10-02T19:21:09.000+0000,(450)886-3004,(450) 448-3565,richbourg11@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXGoFYAW,False,,22809966,0030A0000029c7hQAA,0010A000002w0wDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:39:55.000+0000,False,False,0055o000001NWfMAAW,2025-10-02T19:39:55.000+0000,0055o000001NWfMAAW,2025-10-02T19:39:55.000+0000,0055o000001NWfMAAW,2025-10-02T19:39:55.000+0000,(416)499-9626,(905) 887-9779,simonsscheung@yahoo.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXHLxYAO,False,,22806462,0030A0000029mOdQAI,0010A000002w9ORQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:40:45.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:40:45.000+0000,0050A000000XQhmQAG,2025-10-02T18:40:46.000+0000,0050A000000XQhmQAG,2025-10-02T18:40:46.000+0000,(709)643-9280,,archlocke@nf.aibn.com,(709)643-9299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXHPDYA4,False,,22807046,0030A0000029eZvQAI,0010A000002w2tUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:50:11.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T18:50:11.000+0000,005OH000003ds0PYAQ,2025-10-02T18:50:11.000+0000,005OH000003ds0PYAQ,2025-10-02T18:50:11.000+0000,(613)277-4974,,williamscottbuchanan@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXHnSYAW,False,,22808169,003G0000018f6q2IAA,0010A000002wOrlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:09:39.000+0000,False,False,005OH000001cCPNYA2,2025-10-02T19:09:39.000+0000,005OH000001cCPNYA2,2025-10-02T19:09:39.000+0000,005OH000001cCPNYA2,2025-10-02T19:09:39.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXI3YYAW,False,,22807560,0030A0000029poSQAQ,0010A000002wCB1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:59:02.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T18:59:02.000+0000,005OH000003ds0PYAQ,2025-10-02T18:59:03.000+0000,005OH000003ds0PYAQ,2025-10-02T18:59:03.000+0000,(613)225-2020,(613) 290-1136,louis@myretirementcanada.com,(613)225-3424,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXILKYA4,False,,22810678,0030A00000BLqoHQAT,0010A00000BwIfBQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:53:15.000+0000,False,False,0055o000001NWfMAAW,2025-10-02T19:53:15.000+0000,0055o000001NWfMAAW,2025-10-02T19:53:15.000+0000,0055o000001NWfMAAW,2025-10-02T19:53:15.000+0000,(647)939-3998,,dancuichina@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXIUwYAO,False,,22806999,0030A0000029cNWQAY,0010A000002w18RQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:49:21.000+0000,False,False,005OH000004oiYEYAY,2025-10-02T18:49:21.000+0000,005OH000004oiYEYAY,2025-10-02T18:49:21.000+0000,005OH000004oiYEYAY,2025-10-02T18:49:21.000+0000,(519)351-5549,,ken@janssensfinancial.com,(519)351-5544,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXIbNYAW,False,,22806760,0035o000006DyqRAAS,0015o000006j9cwAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:45:26.000+0000,False,False,0050A000000Hq5PQAS,2025-10-02T18:45:26.000+0000,0050A000000Hq5PQAS,2025-10-02T18:45:27.000+0000,0050A000000Hq5PQAS,2025-10-02T18:45:27.000+0000,(705)749-6776,,julia@bodenandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXK3pYAG,False,,22809727,0035o0000069oVJAAY,0015o000006iByeAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:35:41.000+0000,False,False,005OH00000865wTYAQ,2025-10-02T19:35:41.000+0000,005OH00000865wTYAQ,2025-10-02T19:35:41.000+0000,005OH00000865wTYAQ,2025-10-02T19:35:41.000+0000,(403)966-7718,,lynncao01@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXKDPYA4,False,,22807322,0030A0000029g3gQAA,0010A000002w47cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:54:59.000+0000,False,False,005OH000003ds0PYAQ,2025-10-02T18:54:59.000+0000,005OH000003ds0PYAQ,2025-10-02T18:54:59.000+0000,005OH000003ds0PYAQ,2025-10-02T18:54:59.000+0000,(705)688-5997,(705) 688-5997,chantel.dupuis@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXLHVYA4,False,,22807356,0030A0000029b6HQAQ,0010A000002w08LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T18:55:37.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T18:55:37.000+0000,0050A000000XQhmQAG,2025-10-02T18:55:37.000+0000,0050A000000XQhmQAG,2025-10-02T18:55:37.000+0000,(709)489-8406,,freeman_hannam@hotmail.com,(709)489-8887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXLJEYA4,False,,22811891,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:17:32.000+0000,False,False,005OH000005URvxYAG,2025-10-02T20:17:32.000+0000,005OH000005URvxYAG,2025-10-02T20:17:32.000+0000,005OH000005URvxYAG,2025-10-02T20:17:32.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXM5XYAW,False,,22807815,003OH000003jQkcYAE,001OH000004h5jmYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:03:03.000+0000,False,False,0055o000001NWfMAAW,2025-10-02T19:03:03.000+0000,0055o000001NWfMAAW,2025-10-02T19:03:04.000+0000,0055o000001NWfMAAW,2025-10-02T19:03:04.000+0000,(514)813-6888,,xinyaiw@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXOfHYAW,False,,22810864,0030A0000029jkpQAA,0010A000002w7DCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:56:45.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T19:56:45.000+0000,0050A000000XQhmQAG,2025-10-02T19:56:45.000+0000,0050A000000XQhmQAG,2025-10-02T19:56:45.000+0000,(709)689-2755,,jim@gfin.ca,(888)841-5018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXP9tYAG,False,,22810534,0030A000004tjHrQAI,0010A000005fL0iQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:50:23.000+0000,False,False,0055o000001NWfMAAW,2025-10-02T19:50:23.000+0000,0055o000001NWfMAAW,2025-10-02T19:50:24.000+0000,0055o000001NWfMAAW,2025-10-02T19:50:24.000+0000,(647)292-0352,,w_yuanshun@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXPl2YAG,False,,22809323,0030A0000029gFaQAI,0010A000002w4JXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:28:26.000+0000,False,False,005OH000007fgYjYAI,2025-10-02T19:28:26.000+0000,005OH000007fgYjYAI,2025-10-02T19:28:27.000+0000,005OH000007fgYjYAI,2025-10-02T19:28:27.000+0000,(514)747-3612,(514) 714-3344,perlexel@hotmail.com,(514)747-6515,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXPrPYAW,False,,22809824,003OH000002SsxCYAS,0015o000008Cyd9AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:37:23.000+0000,False,False,005OH000001cCPNYA2,2025-10-02T19:37:23.000+0000,005OH000001cCPNYA2,2025-10-02T19:37:24.000+0000,005OH000001cCPNYA2,2025-10-02T19:37:24.000+0000,(604) 558-5611,(604) 715-1864,george.ong@flci.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXQ5tYAG,False,,22808166,0030A000008wOiXQAU,0010A000009rXUUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:09:36.000+0000,False,False,0050A000001o2WeQAI,2025-10-02T19:09:36.000+0000,0050A000001o2WeQAI,2025-10-02T19:09:36.000+0000,0050A000001o2WeQAI,2025-10-02T19:09:36.000+0000,(902)233-5267,,colinwt@hotmail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXQCRYA4,False,,22810626,0035o000004zjHRAAY,0015o000005YQxwAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:52:14.000+0000,False,False,005G0000002gyDJIAY,2025-10-02T19:52:14.000+0000,005G0000002gyDJIAY,2025-10-02T19:52:14.000+0000,005G0000002gyDJIAY,2025-10-02T19:52:14.000+0000,(306)979-5000X4,,insurance@brightrock.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXS2zYAG,False,,22811515,0030A0000029aExQAI,0010A000002vzRBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:09:56.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T20:09:56.000+0000,005OH000004Ir1xYAC,2025-10-02T20:09:57.000+0000,005OH000004Ir1xYAC,2025-10-02T20:09:57.000+0000,(403)265-2566,,garry@brehautfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXSKjYAO,False,,22811944,003OH00000QjYMtYAN,001OH00000WWlnuYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:18:47.000+0000,False,False,005OH000005URvxYAG,2025-10-02T20:18:47.000+0000,005OH000005URvxYAG,2025-10-02T20:18:47.000+0000,005OH000005URvxYAG,2025-10-02T20:18:47.000+0000,(403)346-0095,(403) 396-2094,shirleychahley@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXTqCYAW,False,,22812180,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:23:44.000+0000,False,False,005OH000005URvxYAG,2025-10-02T20:23:44.000+0000,005OH000005URvxYAG,2025-10-02T20:23:45.000+0000,005OH000005URvxYAG,2025-10-02T20:23:45.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXTrnYAG,False,,22809921,0030A0000029c7hQAA,0010A000002w0wDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:39:06.000+0000,False,False,0055o000001NWfMAAW,2025-10-02T19:39:06.000+0000,0055o000001NWfMAAW,2025-10-02T19:39:07.000+0000,0055o000001NWfMAAW,2025-10-02T19:39:07.000+0000,(416)499-9626,(905) 887-9779,simonsscheung@yahoo.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXTyLYAW,False,,22813252,0030A0000029onUQAQ,0010A000002wBOPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:48:56.000+0000,False,False,005OH000006owoYYAQ,2025-10-02T20:48:56.000+0000,005OH000006owoYYAQ,2025-10-02T20:48:56.000+0000,005OH000006owoYYAQ,2025-10-02T20:48:56.000+0000,(306)652-7225X231,(306) 222-0539,gmartens@sentinel.sk.ca,(306)665-7754,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXUj0YAG,False,,22810579,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:51:09.000+0000,False,False,005OH000005URvxYAG,2025-10-02T19:51:09.000+0000,005OH000005URvxYAG,2025-10-02T19:51:09.000+0000,005OH000005URvxYAG,2025-10-02T19:51:09.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXUkfYAG,False,,22812055,0035o000007brGYAAY,0015o000008IQedAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:21:12.000+0000,False,False,005OH000005URvxYAG,2025-10-02T20:21:12.000+0000,005OH000005URvxYAG,2025-10-02T20:21:12.000+0000,005OH000005URvxYAG,2025-10-02T20:21:12.000+0000,(780)807-4117,,re.rohami@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXV41YAG,False,,22812247,0030A0000029b5jQAA,0010A000002w07sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:25:17.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T20:25:17.000+0000,005OH000004Ir1xYAC,2025-10-02T20:25:17.000+0000,005OH000004Ir1xYAC,2025-10-02T20:25:17.000+0000,(403)261-4690X316,(403) 804-1618,torarecords@gmail.com,(403)265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXWRXYA4,False,,22811484,0030A0000029i7eQAA,0010A000002w5t5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:09:16.000+0000,False,False,005OH000005URvxYAG,2025-10-02T20:09:16.000+0000,005OH000005URvxYAG,2025-10-02T20:09:16.000+0000,005OH000005URvxYAG,2025-10-02T20:09:16.000+0000,(587)402-8590,,paulla@adamitzfinancial.com,(800)740-4002,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXWo4YAG,False,,22811172,0030A0000029jkpQAA,0010A000002w7DCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:03:02.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T20:03:02.000+0000,0050A000000XQhmQAG,2025-10-02T20:03:03.000+0000,0050A000000XQhmQAG,2025-10-02T20:03:03.000+0000,(709)689-2755,,jim@gfin.ca,(888)841-5018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXY8IYAW,False,,22810733,0030A0000029jkpQAA,0010A000002w7DCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T19:54:07.000+0000,False,False,0050A000000XQhmQAG,2025-10-02T19:54:07.000+0000,0050A000000XQhmQAG,2025-10-02T19:54:07.000+0000,0050A000000XQhmQAG,2025-10-02T19:54:07.000+0000,(709)689-2755,,jim@gfin.ca,(888)841-5018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXZAqYAO,False,,22811674,0030A0000029b4FQAQ,0010A000002w06dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:12:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T20:12:59.000+0000,005OH000004Ir1xYAC,2025-10-02T20:12:59.000+0000,005OH000004Ir1xYAC,2025-10-02T20:12:59.000+0000,(403)686-0156,,tangck9@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXbKpYAK,False,,22814740,0030A0000029j5WQAQ,0010A000002w6eTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T21:34:00.000+0000,False,False,005OH000006owoYYAQ,2025-10-02T21:34:00.000+0000,005OH000006owoYYAQ,2025-10-02T21:34:01.000+0000,005OH000006owoYYAQ,2025-10-02T21:34:01.000+0000,(306)665-3244,,cmartens@assante.com,(306)665-3244,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXbMMYA0,False,,22812784,0030A0000029ct9QAA,0010A000002w1UeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:38:16.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T20:38:16.000+0000,005OH000004Ir1xYAC,2025-10-02T20:38:17.000+0000,005OH000004Ir1xYAC,2025-10-02T20:38:17.000+0000,(403)444-4904,5198412811,beverly@yourfamilycfo.ca,(519)821-9822,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXc2DYAS,False,,22811174,0030A0000029oNvQAI,0010A000002wB2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:03:05.000+0000,False,False,005OH000005URvxYAG,2025-10-02T20:03:05.000+0000,005OH000005URvxYAG,2025-10-02T20:03:05.000+0000,005OH000005URvxYAG,2025-10-02T20:03:05.000+0000,(780)420-6633,(780) 990-9178,jimrey@telus.net,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXdGBYA0,False,,22813891,0030A0000029kFGQAY,0010A000002w7bhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T21:06:02.000+0000,False,False,005OH000005URvxYAG,2025-10-02T21:06:02.000+0000,005OH000005URvxYAG,2025-10-02T21:06:02.000+0000,005OH000005URvxYAG,2025-10-02T21:06:02.000+0000,(780)893-5256,(780) 893-5256,jockular52@hotmail.com,(780)490-7075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXgSRYA0,False,,22812387,0030A000007VYUqQAO,0010A000008NRJfQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:28:37.000+0000,False,False,005OH000005URvxYAG,2025-10-02T20:28:37.000+0000,005OH000005URvxYAG,2025-10-02T20:28:37.000+0000,005OH000005URvxYAG,2025-10-02T20:28:37.000+0000,(780)994-2824,,liezel@zaratefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXi2nYAC,False,,22812484,0030A0000029f1MQAQ,0010A000002w3FRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:31:16.000+0000,False,False,005OH000005URvxYAG,2025-10-02T20:31:16.000+0000,005OH000005URvxYAG,2025-10-02T20:31:16.000+0000,005OH000005URvxYAG,2025-10-02T20:31:16.000+0000,(780)458-7404,,tshelemey@shelemey.com,(780)460-7802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXiJ4YAK,False,,22814341,0030A0000029d0XQAQ,0010A000002w1b4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T21:20:27.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T21:20:27.000+0000,005OH000004Ir1xYAC,2025-10-02T21:20:28.000+0000,005OH000004Ir1xYAC,2025-10-02T21:20:28.000+0000,(403)616-7699,,susan.vincent@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXinZYAS,False,,22812562,0030A0000029c3BQAQ,0010A000002w0sGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:32:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T20:32:59.000+0000,005OH000004Ir1xYAC,2025-10-02T20:33:00.000+0000,005OH000004Ir1xYAC,2025-10-02T20:33:00.000+0000,(403)828-3304,,lcurriefinancial@shaw.ca,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXjABYA0,False,,22812892,0030A0000029ct9QAA,0010A000002w1UeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:40:32.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T20:40:32.000+0000,005OH000004Ir1xYAC,2025-10-02T20:40:33.000+0000,005OH000004Ir1xYAC,2025-10-02T20:40:33.000+0000,(403)444-4904,5198412811,beverly@yourfamilycfo.ca,(519)821-9822,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXjlHYAS,False,,22813445,0030A0000029mPsQAI,0010A000002w9PgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:53:36.000+0000,False,False,005OH000005URvxYAG,2025-10-02T20:53:36.000+0000,005OH000005URvxYAG,2025-10-02T20:53:36.000+0000,005OH000005URvxYAG,2025-10-02T20:53:36.000+0000,(867)334-9411,,pierre@ykfinancialbrokers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXkCjYAK,False,,22814022,0030A0000029czeQAA,0010A000002w1aGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T21:10:13.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T21:10:13.000+0000,005OH000004Ir1xYAC,2025-10-02T21:10:13.000+0000,005OH000004Ir1xYAC,2025-10-02T21:10:13.000+0000,(403)228-0901,,matt.o@ogdenfinancial.com,(403)228-0926,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXm83YAC,False,,22814581,003OH00000IcRZcYAN,001OH00000MqXg4YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T21:28:25.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T21:28:25.000+0000,005OH000004Ir1xYAC,2025-10-02T21:28:25.000+0000,005OH000004Ir1xYAC,2025-10-02T21:28:25.000+0000,(403)346-0095,,trentdevine@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXmrCYAS,False,,22813443,0030A0000029okOQAQ,0010A000002wBLxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T20:53:33.000+0000,False,False,005OH000006owoYYAQ,2025-10-02T20:53:33.000+0000,005OH000006owoYYAQ,2025-10-02T20:53:34.000+0000,005OH000006owoYYAQ,2025-10-02T20:53:34.000+0000,(306)745-8665,,kevinp@newoutlook.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXnnGYAS,False,,22813839,0030A0000029hhVQAQ,0010A000002w5XgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T21:04:19.000+0000,False,False,005OH00000865wTYAQ,2025-10-02T21:04:19.000+0000,005OH00000865wTYAQ,2025-10-02T21:04:19.000+0000,005OH00000865wTYAQ,2025-10-02T21:04:19.000+0000,(780) 970-3602,,ejankowski@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXoeZYAS,False,,22815078,0030A0000029ikxQAA,0010A000002w6OVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T21:47:05.000+0000,False,False,005OH000006owoYYAQ,2025-10-02T21:47:05.000+0000,005OH000006owoYYAQ,2025-10-02T21:47:05.000+0000,005OH000006owoYYAQ,2025-10-02T21:47:05.000+0000,(306)373-6137,,rgretchen@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXqd6YAC,False,,22815035,003OH000001U7htYAC,001OH000001mKLhYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T21:45:28.000+0000,False,False,005OH000004Ir1xYAC,2025-10-02T21:45:28.000+0000,005OH000004Ir1xYAC,2025-10-02T21:45:28.000+0000,005OH000004Ir1xYAC,2025-10-02T21:45:28.000+0000,(587)216-4683,,stephanie.greenhough@servus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXrMHYA0,False,,22814856,0035o000007D4TfAAK,0015o000007t1KbAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T21:38:07.000+0000,False,False,005OH000002iJPDYA2,2025-10-02T21:38:07.000+0000,005OH000002iJPDYA2,2025-10-02T21:38:08.000+0000,005OH000002iJPDYA2,2025-10-02T21:38:08.000+0000,(778)927-5268,,lisashuoli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cXrpGYAS,False,,22814241,0030A0000029oD1QAI,0010A000002wAu4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-02T21:17:20.000+0000,False,False,005OH000006owoYYAQ,2025-10-02T21:17:20.000+0000,005OH000006owoYYAQ,2025-10-02T21:17:21.000+0000,005OH000006owoYYAQ,2025-10-02T21:17:21.000+0000,(306)359-7705,,bradkozo@ifsgroup.ca,(306)359-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,182.0
500OH00000cYtSSYA0,False,,22818195,003G0000018f6uGIAQ,0010A000002wOw9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T12:22:24.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T12:22:24.000+0000,0050A000000XQhmQAG,2025-10-03T12:22:24.000+0000,0050A000000XQhmQAG,2025-10-03T12:22:24.000+0000,(709)682-3055,(709) 682-3055,ken@fosterfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cYyIWYA0,False,,22820682,0030A0000029V3wQAE,0010A000002vv6HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T13:47:35.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T13:47:35.000+0000,005OH000004oiYEYAY,2025-10-03T13:47:35.000+0000,005OH000004oiYEYAY,2025-10-03T13:47:35.000+0000,(519)421-2656,(519) 536-0124,bdorey@doreyconsult.com,(519)421-9831,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cYyToYAK,False,,22819679,003OH00000SL8aLYAT,001OH00000YUjKLYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T13:20:45.000+0000,False,False,005OH000007fgYjYAI,2025-10-03T13:20:45.000+0000,005OH000007fgYjYAI,2025-10-03T13:20:46.000+0000,005OH000007fgYjYAI,2025-10-03T13:20:46.000+0000,(581)986-5815,,olivierbelanger@conseillerbgvf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cYyVMYA0,False,,22819475,003OH00000SL8aLYAT,001OH00000YUjKLYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T13:14:55.000+0000,False,False,005OH000007fgYjYAI,2025-10-03T13:14:55.000+0000,005OH000007fgYjYAI,2025-10-03T13:14:56.000+0000,005OH000007fgYjYAI,2025-10-03T13:14:56.000+0000,(581)986-5815,,olivierbelanger@conseillerbgvf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZ1BTYA0,False,,22818618,003G0000018f6dLIAQ,0010A000002wObWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T12:43:27.000+0000,False,False,0050A000000WjqvQAC,2025-10-03T12:43:27.000+0000,0050A000000WjqvQAC,2025-10-03T12:43:27.000+0000,0050A000000WjqvQAC,2025-10-03T12:43:27.000+0000,(613)537-5252,(613) 551-5360,mike@whaleyassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZ47jYAC,False,,22819306,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T13:09:15.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T13:09:15.000+0000,0050A000000Hq5PQAS,2025-10-03T13:09:15.000+0000,0050A000000Hq5PQAS,2025-10-03T13:09:15.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZ4MPYA0,False,,22821677,003OH00000RtONDYA3,001OH00000XvDE0YAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:10:45.000+0000,False,False,005OH000007fgYjYAI,2025-10-03T14:10:45.000+0000,005OH000007fgYjYAI,2025-10-03T14:10:45.000+0000,005OH000007fgYjYAI,2025-10-03T14:10:45.000+0000,(418)720-5538,,aamaltais@lavoutecsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZ7VUYA0,False,,22820113,0030A0000029gBxQAI,0010A000002w4G8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T13:32:58.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T13:32:58.000+0000,005OH000004oiYEYAY,2025-10-03T13:32:59.000+0000,005OH000004oiYEYAY,2025-10-03T13:32:59.000+0000,(519)575-1176,(519) 575-1176,mark.carruthers87@gmail.com,(519)570-1252,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZ8xnYAC,False,,22822486,0030A0000029kwRQAQ,0010A000002w8AdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:27:45.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T14:27:45.000+0000,005OH000004oiYEYAY,2025-10-03T14:27:45.000+0000,005OH000004oiYEYAY,2025-10-03T14:27:45.000+0000,(519)619-3241,,rod@gallagherfinancial.ca,(519)657-4334,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZ90wYAC,False,,22820426,0035o000006MvmKAAS,0015o000006rwW7AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T13:41:10.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T13:41:10.000+0000,005OH000004oiYEYAY,2025-10-03T13:41:10.000+0000,005OH000004oiYEYAY,2025-10-03T13:41:10.000+0000,(416)695-1433,(226) 998-6579,kchooyick@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZAMrYAO,False,,22819986,003OH00000SL8aLYAT,001OH00000YUjKLYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T13:29:39.000+0000,False,False,005OH000007fgYjYAI,2025-10-03T13:29:39.000+0000,005OH000007fgYjYAI,2025-10-03T13:29:39.000+0000,005OH000007fgYjYAI,2025-10-03T13:29:39.000+0000,(581)986-5815,,olivierbelanger@conseillerbgvf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZBfUYAW,False,,22820446,0035o000006MvmKAAS,0015o000006rwW7AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T13:42:05.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T13:42:05.000+0000,005OH000004oiYEYAY,2025-10-03T13:42:05.000+0000,005OH000004oiYEYAY,2025-10-03T13:42:05.000+0000,(416)695-1433,(226) 998-6579,kchooyick@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZEVMYA4,False,,22821809,0030A0000029m3lQAA,0010A000002w955QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:13:26.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T14:13:26.000+0000,005OH000004oiYEYAY,2025-10-03T14:13:26.000+0000,005OH000004oiYEYAY,2025-10-03T14:13:26.000+0000,(519)641-8019,,bfitzsimons@execulink.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZEYXYA4,False,,22821112,0030A0000029hSnQAI,0010A000002w5MgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T13:59:18.000+0000,False,False,0055o000001t1uPAAQ,2025-10-03T13:59:18.000+0000,0055o000001t1uPAAQ,2025-10-03T13:59:18.000+0000,0055o000001t1uPAAQ,2025-10-03T13:59:18.000+0000,(416)803-6260,(416) 803-6260,jingrong.dai@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZF4nYAG,False,,22822542,0030A000006bTIOQA2,0010A000007MAfuQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:29:08.000+0000,False,False,0055o000001NWfMAAW,2025-10-03T14:29:08.000+0000,0055o000001NWfMAAW,2025-10-03T14:29:08.000+0000,0055o000001NWfMAAW,2025-10-03T14:29:08.000+0000,(416)277-5908,(647) 530-5987,goldfollowgold@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZFo1YAG,False,,22824170,0030A0000029WrDQAU,0010A000002vwWkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:02:29.000+0000,False,False,0055o000002DK5fAAG,2025-10-03T15:02:29.000+0000,0055o000002DK5fAAG,2025-10-03T15:02:29.000+0000,0055o000002DK5fAAG,2025-10-03T15:02:29.000+0000,(905)857-0874,,,(877)335-8753,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZGbuYAG,False,,22820955,0030A0000029kEmQAI,0010A000002w7bDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T13:55:16.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T13:55:16.000+0000,005OH000004oiYEYAY,2025-10-03T13:55:16.000+0000,005OH000004oiYEYAY,2025-10-03T13:55:16.000+0000,(519)672-8101,,karen.dorman@iainvestia.ca,(519)645-8805,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZI4PYAW,False,,22824042,0030A0000029nITQAY,0010A000002wABlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:59:38.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T14:59:38.000+0000,005OH000004oiYEYAY,2025-10-03T14:59:38.000+0000,005OH000004oiYEYAY,2025-10-03T14:59:38.000+0000,(519)785-1100,,hathaway@on.aibn.com,(519)768-1441,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZJ5AYAW,False,,22824102,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:00:58.000+0000,False,False,0050A000000WjqvQAC,2025-10-03T15:00:58.000+0000,0050A000000WjqvQAC,2025-10-03T15:00:59.000+0000,0050A000000WjqvQAC,2025-10-03T15:00:59.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZKE8YAO,False,,22822687,003OH00000PUsPgYAL,001OH00000V1BXbYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:32:16.000+0000,False,False,005OH000007fgYjYAI,2025-10-03T14:32:16.000+0000,005OH000007fgYjYAI,2025-10-03T14:32:17.000+0000,005OH000007fgYjYAI,2025-10-03T14:32:17.000+0000,(819)580-8785,,sasan.arbabzadeh@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZMuDYAW,False,,22821784,003OH00000PUsPgYAL,001OH00000V1BXbYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:13:02.000+0000,False,False,005OH000007fgYjYAI,2025-10-03T14:13:02.000+0000,005OH000007fgYjYAI,2025-10-03T14:13:03.000+0000,005OH000007fgYjYAI,2025-10-03T14:13:03.000+0000,(819)580-8785,,sasan.arbabzadeh@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZO08YAG,False,,22825200,0030A0000029ZVRQA2,0010A000002vylbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:20:53.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T15:20:53.000+0000,005OH000004oiYEYAY,2025-10-03T15:20:53.000+0000,005OH000004oiYEYAY,2025-10-03T15:20:53.000+0000,(226)688-8456,,ajakupi@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZOPmYAO,False,,22822151,0030A0000029hh1QAA,0010A000002w5XCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:21:03.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T14:21:03.000+0000,005OH000004oiYEYAY,2025-10-03T14:21:03.000+0000,005OH000004oiYEYAY,2025-10-03T14:21:03.000+0000,(519)619-3468,,greg.french@dfsin.ca,(519)438-6518,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZOxkYAG,False,,22824329,003OH000003avHSYAY,001OH000004WUvDYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:05:29.000+0000,False,False,0050A000001o2WeQAI,2025-10-03T15:05:29.000+0000,0050A000001o2WeQAI,2025-10-03T15:05:29.000+0000,0050A000001o2WeQAI,2025-10-03T15:05:29.000+0000,(709)781-0561,,curtisjdunn@outlook.com,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZPFTYA4,False,,22825880,003OH00000VWEioYAH,001OH00000cRT3MYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:32:45.000+0000,False,False,0055o000001h4cFAAQ,2025-10-03T15:32:45.000+0000,0055o000001h4cFAAQ,2025-10-03T15:32:45.000+0000,0055o000001h4cFAAQ,2025-10-03T15:32:45.000+0000,(204)578-5500,,nash@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZQRaYAO,False,,22822443,0030A000008UCr0QAG,0010A000009ONOJQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:26:55.000+0000,False,False,0055o000001NWfMAAW,2025-10-03T14:26:55.000+0000,0055o000001NWfMAAW,2025-10-03T14:26:56.000+0000,0055o000001NWfMAAW,2025-10-03T14:26:56.000+0000,(416)277-5908,(613) 261-2501,jennygoldfollowgold@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZRXSYA4,False,,22827336,0030A0000029nXKQAY,0010A000002wANsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:57:44.000+0000,False,False,005OH000005URvxYAG,2025-10-03T15:57:44.000+0000,005OH000005URvxYAG,2025-10-03T15:57:45.000+0000,005OH000005URvxYAG,2025-10-03T15:57:45.000+0000,(780)236-1913,,mwolff730@gmail.com,(780)628-7341,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZRigYAG,False,,22824119,0030A0000029WrDQAU,0010A000002vwWkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:01:24.000+0000,False,False,0055o000002DK5fAAG,2025-10-03T15:01:24.000+0000,0055o000002DK5fAAG,2025-10-03T15:01:24.000+0000,0055o000002DK5fAAG,2025-10-03T15:01:24.000+0000,(905)857-0874,,,(877)335-8753,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZSDGYA4,False,,22823262,0030A000007AAPrQAO,0010A0000081AjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:42:52.000+0000,False,False,0055o000001t1uPAAQ,2025-10-03T14:42:52.000+0000,0055o000001t1uPAAQ,2025-10-03T14:42:52.000+0000,0055o000001t1uPAAQ,2025-10-03T14:42:52.000+0000,,(647) 879-2916,jocelyn.xie@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZSmnYAG,False,,22824322,003G0000018f7wwIAA,0010A000002wQ37QAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,cancel trade,Medium,called office back,True,2025-10-03T16:18:57.000+0000,False,False,005OH000006uYruYAE,2025-10-03T15:05:18.000+0000,005OH000006uYruYAE,2025-10-03T16:18:57.000+0000,005OH000006uYruYAE,2025-10-03T16:18:57.000+0000,(204)946-2588,(204) 479-3268,carolyn@madisonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZVhNYAW,False,,22823416,003OH00000LusUnYAJ,001OH00000QeLaDYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T14:46:12.000+0000,False,False,0055o000002DK5fAAG,2025-10-03T14:46:12.000+0000,0055o000002DK5fAAG,2025-10-03T14:46:12.000+0000,0055o000002DK5fAAG,2025-10-03T14:46:12.000+0000,(416)237-0924,,priyankapai.kochikar@edwardjones.com,(877)335-9384,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZWAWYA4,False,,22826505,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:43:54.000+0000,False,False,005OH000005URvxYAG,2025-10-03T15:43:54.000+0000,005OH000005URvxYAG,2025-10-03T15:43:55.000+0000,005OH000005URvxYAG,2025-10-03T15:43:55.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZWP1YAO,False,,22827484,003G0000018f77yIAA,0010A000002wPBHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:00:42.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T16:00:42.000+0000,0050A000000Hq5PQAS,2025-10-03T16:00:42.000+0000,0050A000000Hq5PQAS,2025-10-03T16:00:42.000+0000,(416)524-4117,(416) 524-4117,virendra@vkgfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZYIjYAO,False,,22826683,003OH00000VOkeCYAT,001OH00000cIUWVYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:46:56.000+0000,False,False,005OH000006owoYYAQ,2025-10-03T15:46:56.000+0000,005OH000006owoYYAQ,2025-10-03T15:46:56.000+0000,005OH000006owoYYAQ,2025-10-03T15:46:56.000+0000,(306)359-0776X318,,e.jones@leipertfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZZbSYAW,False,,22828998,003G0000018f6V5IAI,0010A000002wORmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:26:10.000+0000,False,False,0055o000001fOwHAAU,2025-10-03T16:26:10.000+0000,0055o000001fOwHAAU,2025-10-03T16:26:11.000+0000,0055o000001fOwHAAU,2025-10-03T16:26:11.000+0000,(877)526-6687,(416) 996-4239,jeff@lamontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZa7gYAC,False,,22827034,003OH00000VBXoZYAX,001OH00000c2boyYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:52:51.000+0000,False,False,005OH000006owoYYAQ,2025-10-03T15:52:51.000+0000,005OH000006owoYYAQ,2025-10-03T15:52:51.000+0000,005OH000006owoYYAQ,2025-10-03T15:52:51.000+0000,(306)527-8277,,joan.baron@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZaCSYA0,False,,22827283,0035o000006OsQXAA0,0015o000006u59OAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:56:54.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T15:56:54.000+0000,005OH000004Ir1xYAC,2025-10-03T15:56:55.000+0000,005OH000004Ir1xYAC,2025-10-03T15:56:55.000+0000,(587)393-4312,,tom.irwin@raymondjames.ca,(587)393-4316,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZaPRYA0,False,,22827775,003OH000009iPlXYAU,001OH00000BnuzAYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:05:22.000+0000,False,False,005OH000005URvxYAG,2025-10-03T16:05:22.000+0000,005OH000005URvxYAG,2025-10-03T16:05:23.000+0000,005OH000005URvxYAG,2025-10-03T16:05:23.000+0000,(780)932-5351,,mattpearcey@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZaXSYA0,False,,22828086,003G0000018f6u2IAA,0010A000002wOvvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:10:32.000+0000,False,False,005OH00000AdAzSYAV,2025-10-03T16:10:32.000+0000,005OH00000AdAzSYAV,2025-10-03T16:10:33.000+0000,005OH00000AdAzSYAV,2025-10-03T16:10:33.000+0000,(226)440-6453,(519) 575-6453,michael.brewitt@brewittfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZatyYAC,False,,22824808,003G000001EIHDKIA5,0010A000002wRwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:14:18.000+0000,False,False,0050A000000WjqvQAC,2025-10-03T15:14:18.000+0000,0050A000000WjqvQAC,2025-10-03T15:14:19.000+0000,0050A000000WjqvQAC,2025-10-03T15:14:19.000+0000,(613)967-6060,,julieobstfeld@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZcEFYA0,False,,22826222,003G0000018f7HFIAY,0010A000002wPMWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:39:00.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T15:39:00.000+0000,0050A000000XQhmQAG,2025-10-03T15:39:01.000+0000,0050A000000XQhmQAG,2025-10-03T15:39:01.000+0000,(709)685-3067,(709) 685-7978,steve@macdonaldfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZcnkYAC,False,,22827720,0030A0000029ogYQAQ,0010A000002wBIWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:04:34.000+0000,False,False,0055o000001NWfMAAW,2025-10-03T16:04:34.000+0000,0055o000001NWfMAAW,2025-10-03T16:04:35.000+0000,0055o000001NWfMAAW,2025-10-03T16:04:35.000+0000,(905)307-8999,(416) 708-0426,annie520841@hotmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZcsYYAS,False,,22826412,003OH00000VOkeGYAT,001OH00000cIUWZYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:42:12.000+0000,False,False,005OH000006owoYYAQ,2025-10-03T15:42:12.000+0000,005OH000006owoYYAQ,2025-10-03T15:42:13.000+0000,005OH000006owoYYAQ,2025-10-03T15:42:13.000+0000,(306)370-1711,,nicole.decorby@wiegers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZe6OYAS,False,,22826803,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,conversion,Medium,LM,True,2025-10-03T15:49:58.000+0000,False,False,005OH000006uYrkYAE,2025-10-03T15:49:01.000+0000,005OH000006uYrkYAE,2025-10-03T15:56:52.000+0000,005OH000006uYrkYAE,2025-10-03T15:56:52.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZej8YAC,False,,22828205,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:12:38.000+0000,False,False,005OH000005URvxYAG,2025-10-03T16:12:38.000+0000,005OH000005URvxYAG,2025-10-03T16:12:39.000+0000,005OH000005URvxYAG,2025-10-03T16:12:39.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZfoqYAC,False,,22827120,003G000001D3Rg9IAF,0010A000002wRt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:54:14.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T15:54:14.000+0000,0050A000000Hq5PQAS,2025-10-03T15:54:14.000+0000,0050A000000Hq5PQAS,2025-10-03T15:54:14.000+0000,(905)442-2155,(416) 818-0791,peter.killam@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZfyVYAS,False,,22826064,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:36:10.000+0000,False,False,005OH000005URvxYAG,2025-10-03T15:36:10.000+0000,005OH000005URvxYAG,2025-10-03T15:36:11.000+0000,005OH000005URvxYAG,2025-10-03T15:36:11.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZg0AYAS,False,,22828088,0035o000007ah1AAAQ,0015o000008HBQEAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:10:33.000+0000,False,False,005OH000005URvxYAG,2025-10-03T16:10:33.000+0000,005OH000005URvxYAG,2025-10-03T16:10:34.000+0000,005OH000005URvxYAG,2025-10-03T16:10:34.000+0000,(780)362-1741,,amanda@titanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZh9AYAS,False,,22830706,0030A0000029ow7QAA,0010A000002wBVaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:57:53.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T16:57:53.000+0000,0050A000000XQhmQAG,2025-10-03T16:57:53.000+0000,0050A000000XQhmQAG,2025-10-03T16:57:53.000+0000,(709)757-4226,,scott@hardingfinancial.ca,(709)757-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZhcAYAS,False,,22828573,0030A0000029lJ8QAI,0010A000002w8U6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:18:59.000+0000,False,False,0055o000001NWfMAAW,2025-10-03T16:18:59.000+0000,0055o000001NWfMAAW,2025-10-03T16:18:59.000+0000,0055o000001NWfMAAW,2025-10-03T16:18:59.000+0000,(905)479-5806,4169398066,welltrustwendy@gmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZi6mYAC,False,,22829122,003OH00000OYV3lYAH,001OH00000TrSvLYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:28:35.000+0000,False,False,005OH000005URvxYAG,2025-10-03T16:28:35.000+0000,005OH000005URvxYAG,2025-10-03T16:28:36.000+0000,005OH000005URvxYAG,2025-10-03T16:28:36.000+0000,(780)420-6445,,tage.grauwiler@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZiMwYAK,False,,22827703,0030A000007A5X8QAK,0010A00000815pRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:04:17.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T16:04:17.000+0000,0050A000000Hq5PQAS,2025-10-03T16:04:17.000+0000,0050A000000Hq5PQAS,2025-10-03T16:04:17.000+0000,(905)831-3600X4220,(647) 545-8575,tristan.martin@bulwarkfc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZioPYAS,False,,22829164,0030A0000029hSnQAI,0010A000002w5MgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:29:25.000+0000,False,False,0055o000001t1uPAAQ,2025-10-03T16:29:25.000+0000,0055o000001t1uPAAQ,2025-10-03T16:29:26.000+0000,0055o000001t1uPAAQ,2025-10-03T16:29:26.000+0000,(416)803-6260,(416) 803-6260,jingrong.dai@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZiulYAC,False,,22827096,0035o000006TklMAAS,0015o000006zqKdAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:53:52.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T15:53:52.000+0000,005OH000004Ir1xYAC,2025-10-03T15:53:52.000+0000,005OH000004Ir1xYAC,2025-10-03T15:53:52.000+0000,(403)648-0820,,ryan@wealthwise.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZkYMYA0,False,,22827842,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:06:22.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T16:06:22.000+0000,0050A000000Hq5PQAS,2025-10-03T16:06:22.000+0000,0050A000000Hq5PQAS,2025-10-03T16:06:22.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZkbZYAS,False,,22826583,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:45:20.000+0000,False,False,005OH000005URvxYAG,2025-10-03T15:45:20.000+0000,005OH000005URvxYAG,2025-10-03T15:45:21.000+0000,005OH000005URvxYAG,2025-10-03T15:45:21.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZl4fYAC,False,,22828891,0031600002cIznIAAS,0010A000002wOKdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:24:04.000+0000,False,False,005OH000006owoYYAQ,2025-10-03T16:24:04.000+0000,005OH000006owoYYAQ,2025-10-03T16:24:04.000+0000,005OH000006owoYYAQ,2025-10-03T16:24:04.000+0000,(306)230-5489,(306) 230-5489,sheriann@eaglewoodwealthmgmt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZl7rYAC,False,,22829362,003OH000001U7jTYAS,001OH000001mKLpYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:32:47.000+0000,False,False,005OH00000865wTYAQ,2025-10-03T16:32:47.000+0000,005OH00000865wTYAQ,2025-10-03T16:32:47.000+0000,005OH00000865wTYAQ,2025-10-03T16:32:47.000+0000,(587)456-0365,,laura.brown@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZlHVYA0,False,,22826668,003G0000018f6YCIAY,0010A000002wOVHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:46:43.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T15:46:43.000+0000,0050A000000Hq5PQAS,2025-10-03T15:46:44.000+0000,0050A000000Hq5PQAS,2025-10-03T15:46:44.000+0000,(905)728-4315,(416) 617-9671,warren@gbfplanning.ca,(905)721-8287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZlPdYAK,False,,22827889,003OH00000V6NswYAF,001OH00000bwFz5YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:06:59.000+0000,False,False,005OH000006owoYYAQ,2025-10-03T16:06:59.000+0000,005OH000006owoYYAQ,2025-10-03T16:07:00.000+0000,005OH000006owoYYAQ,2025-10-03T16:07:00.000+0000,(306)861-7739,,zippydon@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZluFYAS,False,,22826808,0030A0000029YQ1QAM,0010A000002vxr4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:49:06.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T15:49:06.000+0000,0050A000000Hq5PQAS,2025-10-03T15:49:06.000+0000,0050A000000Hq5PQAS,2025-10-03T15:49:06.000+0000,(905)554-6110,,wayne@thewestmangroup.com,(905)554-6140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZmS7YAK,False,,22829237,0030A0000029fynQAA,0010A000002w43IQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:30:44.000+0000,False,False,0055o000002DK5fAAG,2025-10-03T16:30:44.000+0000,0055o000002DK5fAAG,2025-10-03T16:30:45.000+0000,0055o000002DK5fAAG,2025-10-03T16:30:45.000+0000,(705)435-0001,,joe.muto@allistonfinancial.com,(705)435-8007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZmrvYAC,False,,22828916,003OH000003avHSYAY,001OH000004WUvDYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:24:32.000+0000,False,False,0050A000001o2WeQAI,2025-10-03T16:24:32.000+0000,0050A000001o2WeQAI,2025-10-03T16:24:32.000+0000,0050A000001o2WeQAI,2025-10-03T16:24:32.000+0000,(709)781-0561,,curtisjdunn@outlook.com,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZnGAYA0,False,,22829509,0030A0000029nMRQAY,0010A000002wAFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:35:41.000+0000,False,False,0055o000002DK5fAAG,2025-10-03T16:35:41.000+0000,0055o000002DK5fAAG,2025-10-03T16:35:42.000+0000,0055o000002DK5fAAG,2025-10-03T16:35:42.000+0000,(416)661-4662,(905) 231-3187,,(877)314-6332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZo8wYAC,False,,22827404,0035o0000060L1dAAE,0015o000006YBZvAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T15:59:01.000+0000,False,False,0055o000002DK5fAAG,2025-10-03T15:59:01.000+0000,0055o000002DK5fAAG,2025-10-03T15:59:01.000+0000,0055o000002DK5fAAG,2025-10-03T15:59:01.000+0000,(905)208-0903,,edison_eddie@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZoTuYAK,False,,22828759,003G0000018f6UcIAI,0010A000002wORJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:22:02.000+0000,False,False,0055o000001fOwHAAU,2025-10-03T16:22:02.000+0000,0055o000001fOwHAAU,2025-10-03T16:22:02.000+0000,0055o000001fOwHAAU,2025-10-03T16:22:02.000+0000,(416)552-5466,(416) 931-5266,derek.reckin@yorkstreetfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZoouYAC,False,,22828041,0031600002YSCPnAAP,0010A000002wODtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:09:38.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T16:09:38.000+0000,0050A000000Hq5PQAS,2025-10-03T16:09:38.000+0000,0050A000000Hq5PQAS,2025-10-03T16:09:38.000+0000,(905)831-3600,(647) 981-4138,lreid@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZp8HYAS,False,,22829165,0030A0000029VPTQA2,0010A000002vvK1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:29:25.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T16:29:25.000+0000,0050A000000XQhmQAG,2025-10-03T16:29:26.000+0000,0050A000000XQhmQAG,2025-10-03T16:29:26.000+0000,(902)863-8183,(902) 870-5858,shane@successnplanning.com,(902)863-8357,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZpGHYA0,False,,22827466,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:00:09.000+0000,False,False,005OH000005URvxYAG,2025-10-03T16:00:09.000+0000,005OH000005URvxYAG,2025-10-03T16:00:10.000+0000,005OH000005URvxYAG,2025-10-03T16:00:10.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZpcrYAC,False,,22827532,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:01:27.000+0000,False,False,005OH000005URvxYAG,2025-10-03T16:01:27.000+0000,005OH000005URvxYAG,2025-10-03T16:01:28.000+0000,005OH000005URvxYAG,2025-10-03T16:01:28.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZpcuYAC,False,,22828682,003G0000018f6UcIAI,0010A000002wORJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:20:48.000+0000,False,False,0055o000001fOwHAAU,2025-10-03T16:20:48.000+0000,0055o000001fOwHAAU,2025-10-03T16:20:48.000+0000,0055o000001fOwHAAU,2025-10-03T16:20:48.000+0000,(416)552-5466,(416) 931-5266,derek.reckin@yorkstreetfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZq97YAC,False,,22827595,003G0000018f6j7IAA,0010A000002wOjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:02:34.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T16:02:34.000+0000,0050A000000Hq5PQAS,2025-10-03T16:02:34.000+0000,0050A000000Hq5PQAS,2025-10-03T16:02:34.000+0000,(416)576-8491,(416) 576-8491,ash@chitralafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZqM3YAK,False,,22829070,0030A000006bmpUQAQ,0010A000002vtq4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:27:42.000+0000,False,False,005OH000005URvxYAG,2025-10-03T16:27:42.000+0000,005OH000005URvxYAG,2025-10-03T16:27:43.000+0000,005OH000005URvxYAG,2025-10-03T16:27:43.000+0000,(780) 206-8555,,petkauphil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZqnSYAS,False,,22828155,0030A0000029gAIQAY,0010A000002w4EEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:11:42.000+0000,False,False,005OH000005URvxYAG,2025-10-03T16:11:42.000+0000,005OH000005URvxYAG,2025-10-03T16:11:43.000+0000,005OH000005URvxYAG,2025-10-03T16:11:43.000+0000,(780)431-0527,(780) 695-7139,vilma.masilione@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZqpAYAS,False,,22832156,0030A0000029e2zQAA,0010A000002w2SaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:23:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T17:23:19.000+0000,005OH000004oiYEYAY,2025-10-03T17:23:19.000+0000,005OH000004oiYEYAY,2025-10-03T17:23:19.000+0000,(519)963-8081,,chrisj@bfggroup.ca,(519)673-0994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZrdCYAS,False,,22831989,0035o000006d4IyAAI,0015o000007CMHTAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:20:30.000+0000,False,False,005OH0000084GETYA2,2025-10-03T17:20:30.000+0000,005OH0000084GETYA2,2025-10-03T17:20:30.000+0000,005OH0000084GETYA2,2025-10-03T17:20:30.000+0000,(289)230-0404,,westevensfinancial7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZsyyYAC,False,,22829991,003G0000018f6ouIAA,0010A000002wOqeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:44:30.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T16:44:30.000+0000,005OH000001cCPNYA2,2025-10-03T16:44:31.000+0000,005OH000001cCPNYA2,2025-10-03T16:44:31.000+0000,(604)836-3030,(604) 836-3030,sunita@eunoiafinancial.ca,(604)732-6320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZtVFYA0,False,,22830864,0030A0000029eHwQAI,0010A000002w2gfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:00:40.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T17:00:40.000+0000,0050A000000XQhmQAG,2025-10-03T17:00:41.000+0000,0050A000000XQhmQAG,2025-10-03T17:00:41.000+0000,(709)639-7260,(709) 639-3799,robertcostello@warp.nfld.net,(709)639-5299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZtodYAC,False,,22830220,0030A00000CTrtOQAT,0010A00000D4z1WQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-10-03T16:49:50.000+0000,False,False,005OH000006uYrkYAE,2025-10-03T16:48:55.000+0000,005OH000006uYrkYAE,2025-10-03T16:49:50.000+0000,005OH000006uYrkYAE,2025-10-03T16:49:50.000+0000,(519)639-2183,,tara@tru-ii.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZu38YAC,False,,22830589,003OH00000EDreNYAT,001OH00000HtpLGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:56:06.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T16:56:06.000+0000,005OH000001cCPNYA2,2025-10-03T16:56:06.000+0000,005OH000001cCPNYA2,2025-10-03T16:56:06.000+0000,(250)686-4134,,hannah@gainingaltitudefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZub1YAC,False,,22830464,0031600002ZVY4FAAX,0010A000002wOGDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:53:29.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T16:53:29.000+0000,0050A000000XQhmQAG,2025-10-03T16:53:29.000+0000,0050A000000XQhmQAG,2025-10-03T16:53:29.000+0000,(709)749-6791,(709) 749-6791,scott@scottrandellfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZuhOYAS,False,,22828906,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:24:20.000+0000,False,False,005OH000005URvxYAG,2025-10-03T16:24:20.000+0000,005OH000005URvxYAG,2025-10-03T16:24:21.000+0000,005OH000005URvxYAG,2025-10-03T16:24:21.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZuhPYAS,False,,22829117,003G0000018f6xvIAA,0010A000002wP0ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:28:32.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T16:28:32.000+0000,0050A000000XQhmQAG,2025-10-03T16:28:32.000+0000,0050A000000XQhmQAG,2025-10-03T16:28:32.000+0000,(902)314-7722,(902) 314-7722,patrick@cradlewave.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZv5ZYAS,False,,22828633,0030A0000029lJ8QAI,0010A000002w8U6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:19:56.000+0000,False,False,0055o000001NWfMAAW,2025-10-03T16:19:56.000+0000,0055o000001NWfMAAW,2025-10-03T16:19:57.000+0000,0055o000001NWfMAAW,2025-10-03T16:19:57.000+0000,(905)479-5806,4169398066,welltrustwendy@gmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZw01YAC,False,,22828868,003G0000018f6V1IAI,0010A000002wORiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:23:43.000+0000,False,False,0055o000001fOwHAAU,2025-10-03T16:23:43.000+0000,0055o000001fOwHAAU,2025-10-03T16:23:44.000+0000,0055o000001fOwHAAU,2025-10-03T16:23:44.000+0000,(905)328-4866,(905) 328-4866,rob.long@impactfg.com,(905)682-5949,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZwbCYAS,False,,22831940,0030A0000029VZuQAM,0010A000002vvScQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:19:38.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T17:19:38.000+0000,005OH000004oiYEYAY,2025-10-03T17:19:39.000+0000,005OH000004oiYEYAY,2025-10-03T17:19:39.000+0000,(519)842-4348,,weshutchy@rogers.com,(519)842-4225,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZwzNYAS,False,,22831916,003G0000018f6p6IAA,0010A000002wOqpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:19:19.000+0000,False,False,005OH000006owoYYAQ,2025-10-03T17:19:19.000+0000,005OH000006owoYYAQ,2025-10-03T17:19:19.000+0000,005OH000006owoYYAQ,2025-10-03T17:19:19.000+0000,(306)630-4725,(306) 630-4725,roberta@fongerwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZwzOYAS,False,,22832136,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:22:57.000+0000,False,False,005OH000005URvxYAG,2025-10-03T17:22:57.000+0000,005OH000005URvxYAG,2025-10-03T17:22:58.000+0000,005OH000005URvxYAG,2025-10-03T17:22:58.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZy8JYAS,False,,22832280,0031600002EU2LJAA1,0010A000002wNBqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:25:30.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T17:25:30.000+0000,005OH000001cCPNYA2,2025-10-03T17:25:30.000+0000,005OH000001cCPNYA2,2025-10-03T17:25:30.000+0000,(604)732-1508,(604) 506-5828,maureen@kellandfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZyGPYA0,False,,22831948,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:19:50.000+0000,False,False,005OH000005URvxYAG,2025-10-03T17:19:50.000+0000,005OH000005URvxYAG,2025-10-03T17:19:51.000+0000,005OH000005URvxYAG,2025-10-03T17:19:51.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZybKYAS,False,,22830622,003G0000018f724IAA,0010A000002wP5OQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:56:36.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T16:56:36.000+0000,0050A000000XQhmQAG,2025-10-03T16:56:36.000+0000,0050A000000XQhmQAG,2025-10-03T16:56:36.000+0000,(709)279-0814,(709) 689-3277,stephen@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cZz7dYAC,False,,22831720,0030A000008uy9bQAA,0010A000009pyHGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:16:00.000+0000,False,False,0055o000001fOwHAAU,2025-10-03T17:16:00.000+0000,0055o000001fOwHAAU,2025-10-03T17:16:01.000+0000,0055o000001fOwHAAU,2025-10-03T17:16:01.000+0000,(416)366-2971,(647) 459-5767,grow@joelanglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca0YKYAY,False,,22831618,003G0000018f6RBIAY,0010A000002wONWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:14:18.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T17:14:18.000+0000,0050A000000XQhmQAG,2025-10-03T17:14:19.000+0000,0050A000000XQhmQAG,2025-10-03T17:14:19.000+0000,(902)403-2426,(902) 403-2426,troy@shepherdfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca0enYAA,False,,22831066,003G0000018f6rWIAQ,0010A000002wOtGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:04:02.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T17:04:02.000+0000,005OH000001cCPNYA2,2025-10-03T17:04:02.000+0000,005OH000001cCPNYA2,2025-10-03T17:04:02.000+0000,(306)993-1828,(306) 533-8876,steven@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca0eqYAA,False,,22832438,003OH00000BtEx0YAF,001OH00000EHUbHYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:28:08.000+0000,False,False,005OH000005URvxYAG,2025-10-03T17:28:08.000+0000,005OH000005URvxYAG,2025-10-03T17:28:09.000+0000,005OH000005URvxYAG,2025-10-03T17:28:09.000+0000,(780)908-2296,780-966-3071,jasbad@ymail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca0zoYAA,False,,22833324,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:42:18.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T17:42:18.000+0000,005OH000001cCPNYA2,2025-10-03T17:42:18.000+0000,005OH000001cCPNYA2,2025-10-03T17:42:18.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca1SjYAI,False,,22830326,003G0000018f6oyIAA,0010A000002wOqiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T16:50:49.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T16:50:49.000+0000,0050A000000XQhmQAG,2025-10-03T16:50:50.000+0000,0050A000000XQhmQAG,2025-10-03T16:50:50.000+0000,(902)225-6851,(902) 225-6851,steve@stevecashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca1xQYAQ,False,,22832765,0035o0000068MKsAAM,0015o000006gpmEAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:33:27.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T17:33:27.000+0000,005OH000004Ir1xYAC,2025-10-03T17:33:27.000+0000,005OH000004Ir1xYAC,2025-10-03T17:33:27.000+0000,(403)866-5600,(403) 866-5600,amie.uitvlugt@servuswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca25SYAQ,False,,22831337,003G0000018f7jaIAA,0010A000002wPpyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:08:39.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T17:08:39.000+0000,0050A000000XQhmQAG,2025-10-03T17:08:39.000+0000,0050A000000XQhmQAG,2025-10-03T17:08:39.000+0000,(709)689-0050,(709) 689-0050,pfcmalone@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca2DYYAY,False,,22832311,0031600002bWBaVAAW,0010A000002wOJ6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:26:09.000+0000,False,False,0055o000001fOwHAAU,2025-10-03T17:26:09.000+0000,0055o000001fOwHAAU,2025-10-03T17:26:10.000+0000,0055o000001fOwHAAU,2025-10-03T17:26:10.000+0000,(905)769-0460X705,(647) 403-4233,john.lysack@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca2YUYAY,False,,22831461,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:11:09.000+0000,False,False,005OH000004pk06YAA,2025-10-03T17:11:09.000+0000,005OH000004pk06YAA,2025-10-03T17:11:09.000+0000,005OH000004pk06YAA,2025-10-03T17:11:09.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca3ftYAA,False,,22832327,0030A0000029VKgQAM,0010A000002vvGHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:26:27.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T17:26:27.000+0000,005OH000004oiYEYAY,2025-10-03T17:26:27.000+0000,005OH000004oiYEYAY,2025-10-03T17:26:27.000+0000,(519)434-9359,,jennyjones@quadro.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca4PAYAY,False,,22834757,003G0000018f7VWIAY,0010A000002wPcRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:06:42.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T18:06:42.000+0000,005OH000001cCPNYA2,2025-10-03T18:06:42.000+0000,005OH000001cCPNYA2,2025-10-03T18:06:42.000+0000,(604)314-2912,(604) 314-2912,rickwspeer@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca4TpYAI,False,,22831201,003G0000018f6hrIAA,0010A000002wOi6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:06:18.000+0000,False,False,005OH00000AdAzSYAV,2025-10-03T17:06:18.000+0000,005OH00000AdAzSYAV,2025-10-03T17:06:18.000+0000,005OH00000AdAzSYAV,2025-10-03T17:06:18.000+0000,(519)209-1044,(519) 209-1044,jim@mtbbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca4oqYAA,False,,22834469,003G0000018f6yvIAA,0010A000002wP1ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:01:37.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T18:01:37.000+0000,0050A000000XQhmQAG,2025-10-03T18:01:37.000+0000,0050A000000XQhmQAG,2025-10-03T18:01:37.000+0000,(709)689-5360,(709) 689-5360,john@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca5EeYAI,False,,22832647,0030A00000BdKB4QAN,0010A00000CDR1qQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:31:23.000+0000,False,False,005OH000005URvxYAG,2025-10-03T17:31:23.000+0000,005OH000005URvxYAG,2025-10-03T17:31:24.000+0000,005OH000005URvxYAG,2025-10-03T17:31:24.000+0000,(780)679-4110,,craig@jacobsenfinancial.ca,(780)679-4119,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca5mcYAA,False,,22836863,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,LM,Medium,requet to call back.,True,2025-10-03T18:44:33.000+0000,False,False,005OH000006uYrkYAE,2025-10-03T18:43:13.000+0000,005OH000006uYrkYAE,2025-10-03T18:44:33.000+0000,005OH000006uYrkYAE,2025-10-03T18:44:33.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca6DzYAI,False,,22834324,0030A0000029i7jQAA,0010A000002w5tAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:59:26.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T17:59:26.000+0000,005OH000004oiYEYAY,2025-10-03T17:59:26.000+0000,005OH000004oiYEYAY,2025-10-03T17:59:26.000+0000,(519)615-2667,,barry@barrycarson.ca,(519)488-1109,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca7I6YAI,False,,22835335,003G0000018f7uQIAQ,0010A000002wQ0cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:16:40.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T18:16:40.000+0000,005OH000001cCPNYA2,2025-10-03T18:16:40.000+0000,005OH000001cCPNYA2,2025-10-03T18:16:40.000+0000,(250) 642-0776,(250) 889-5237,karen@masonfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca93hYAA,False,,22832190,0030A00000AsRLZQA3,0010A00000BSkJ2QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:23:59.000+0000,False,False,005OH000005URvxYAG,2025-10-03T17:23:59.000+0000,005OH000005URvxYAG,2025-10-03T17:24:00.000+0000,005OH000005URvxYAG,2025-10-03T17:24:00.000+0000,(587)990-4673,(587) 990-4673,drgerontas@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca98fYAA,False,,22834957,0030A000004cseAQAQ,0010A000005NnfaQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:09:43.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T18:09:43.000+0000,005OH000004oiYEYAY,2025-10-03T18:09:43.000+0000,005OH000004oiYEYAY,2025-10-03T18:09:43.000+0000,(519)204-3647,,ironmancom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca9GeYAI,False,,22834127,0031600002WuU5FAAV,0010A000002wO94QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:56:09.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T17:56:09.000+0000,0050A000000XQhmQAG,2025-10-03T17:56:10.000+0000,0050A000000XQhmQAG,2025-10-03T17:56:10.000+0000,(902)499-6893,(902) 499-6893,kory.pike@principalplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000ca9jgYAA,False,,22834437,003G0000018f7VWIAY,0010A000002wPcRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:01:10.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T18:01:10.000+0000,005OH000001cCPNYA2,2025-10-03T18:01:10.000+0000,005OH000001cCPNYA2,2025-10-03T18:01:10.000+0000,(604)314-2912,(604) 314-2912,rickwspeer@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caB5XYAU,False,,22834391,0030A0000029i7jQAA,0010A000002w5tAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:00:33.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T18:00:33.000+0000,005OH000004oiYEYAY,2025-10-03T18:00:33.000+0000,005OH000004oiYEYAY,2025-10-03T18:00:33.000+0000,(519)615-2667,,barry@barrycarson.ca,(519)488-1109,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caBIRYA2,False,,22835525,0030A0000029Wx6QAE,0010A000002vwcJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:20:16.000+0000,False,False,0050A000001o2WeQAI,2025-10-03T18:20:16.000+0000,0050A000001o2WeQAI,2025-10-03T18:20:17.000+0000,0050A000001o2WeQAI,2025-10-03T18:20:17.000+0000,(709)634-3338,(709) 640-0100,blair@harbourfinancialgroup.ca,(709)634-7760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caCb6YAE,False,,22835086,0030A0000029kgIQAQ,0010A000002w7yLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:11:53.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T18:11:53.000+0000,005OH000004oiYEYAY,2025-10-03T18:11:53.000+0000,005OH000004oiYEYAY,2025-10-03T18:11:53.000+0000,(519)660-1075,,dan@dardancapital.com,(519)660-6834,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caCpeYAE,False,,22835701,003OH00000VOevPYAT,001OH00000cIUWqYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:23:19.000+0000,False,False,005OH00000865wTYAQ,2025-10-03T18:23:19.000+0000,005OH00000865wTYAQ,2025-10-03T18:23:19.000+0000,005OH00000865wTYAQ,2025-10-03T18:23:19.000+0000,(514)570-2751,,jatindergrh@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caFgzYAE,False,,22833341,0030A0000029UfzQAE,0010A000002vukfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:42:28.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T17:42:28.000+0000,005OH000004oiYEYAY,2025-10-03T17:42:29.000+0000,005OH000004oiYEYAY,2025-10-03T17:42:29.000+0000,(519)773-2510,,,(888)397-8158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caGA2YAM,False,,22834581,003G0000018f6yvIAA,0010A000002wP1ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:03:43.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T18:03:43.000+0000,0050A000000XQhmQAG,2025-10-03T18:03:43.000+0000,0050A000000XQhmQAG,2025-10-03T18:03:43.000+0000,(709)689-5360,(709) 689-5360,john@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caHcLYAU,False,,22833694,0030A0000029aazQAA,0010A000002vzhjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T17:48:22.000+0000,False,False,005OH000004oiYEYAY,2025-10-03T17:48:22.000+0000,005OH000004oiYEYAY,2025-10-03T17:48:22.000+0000,005OH000004oiYEYAY,2025-10-03T17:48:22.000+0000,(519)245-6990,,,(877)335-1324,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caHcOYAU,False,,22835877,003G0000018f6YvIAI,0010A000002wOW0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:26:33.000+0000,False,False,0055o000001fOwHAAU,2025-10-03T18:26:33.000+0000,0055o000001fOwHAAU,2025-10-03T18:26:33.000+0000,0055o000001fOwHAAU,2025-10-03T18:26:33.000+0000,(416)203-1977X27,(416) 366-2971 ext. 7456(not in service),pbennett@blueprintwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caI5UYAU,False,,22838455,0030A0000029VmbQAE,0010A000002vveaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:12:43.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T19:12:43.000+0000,0050A000000XQhmQAG,2025-10-03T19:12:44.000+0000,0050A000000XQhmQAG,2025-10-03T19:12:44.000+0000,(709)682-3514,,maxine@maxinemurphybrokerage.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caKooYAE,False,,22837374,0030A0000029agNQAQ,0010A000002vzlVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:52:07.000+0000,False,False,0055o000001NWfMAAW,2025-10-03T18:52:07.000+0000,0055o000001NWfMAAW,2025-10-03T18:52:07.000+0000,0055o000001NWfMAAW,2025-10-03T18:52:07.000+0000,(905)940-3318,(416) 318-7028,chungol@hotmail.com,(905)918-0296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caKvHYAU,False,,22835762,0030A0000029erXQAQ,0010A000002w36VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:24:30.000+0000,False,False,0055o000001h4cFAAQ,2025-10-03T18:24:30.000+0000,0055o000001h4cFAAQ,2025-10-03T18:24:31.000+0000,0055o000001h4cFAAQ,2025-10-03T18:24:31.000+0000,(807)684-1907,,jessica@zieglergroup.ca,(807)345-7751,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caMM3YAM,False,,22837730,003OH00000M3c2UYAR,001OH00000QoORbYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:58:56.000+0000,False,False,0055o000001NWfMAAW,2025-10-03T18:58:56.000+0000,0055o000001NWfMAAW,2025-10-03T18:58:56.000+0000,0055o000001NWfMAAW,2025-10-03T18:58:56.000+0000,(905)808-2257,,fionaliu.insurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caMPBYA2,False,,22836170,003OH00000VOke9YAD,001OH00000cIUWSYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:31:33.000+0000,False,False,005OH00000865wTYAQ,2025-10-03T18:31:33.000+0000,005OH00000865wTYAQ,2025-10-03T18:31:34.000+0000,005OH00000865wTYAQ,2025-10-03T18:31:34.000+0000,(403)503-6549,,lisa.sanderson@td.com,(403)216-2032,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caMYqYAM,False,,22838503,0030A0000029n0RQAQ,0010A000002w9vLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:13:41.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T19:13:41.000+0000,0050A000000XQhmQAG,2025-10-03T19:13:41.000+0000,0050A000000XQhmQAG,2025-10-03T19:13:41.000+0000,(709)781-0577,(709) 689-7262,mark@thomasjpowerfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caMaVYAU,False,,22836841,0030A0000029asAQAQ,0010A000002vzw0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:42:43.000+0000,False,False,0055o000001NWfMAAW,2025-10-03T18:42:43.000+0000,0055o000001NWfMAAW,2025-10-03T18:42:44.000+0000,0055o000001NWfMAAW,2025-10-03T18:42:44.000+0000,(416)648-2228,(416) 648-2228,jennyzeng123@yahoo.ca,(905)415-8802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caN8KYAU,False,,22835490,003OH00000VJIHGYA5,001OH00000cBvOdYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:19:39.000+0000,False,False,005OH00000865wTYAQ,2025-10-03T18:19:39.000+0000,005OH00000865wTYAQ,2025-10-03T18:19:39.000+0000,005OH00000865wTYAQ,2025-10-03T18:19:39.000+0000,(416)854-4208,,avinoorsingh22@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caONlYAM,False,,22837844,0030A000003x7yBQAQ,0010A000004j0KhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:01:17.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T19:01:17.000+0000,0050A000000XQhmQAG,2025-10-03T19:01:18.000+0000,0050A000000XQhmQAG,2025-10-03T19:01:18.000+0000,(709)325-0262,,bob@griffinfinancial.ca,(709)576-0746,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caOPRYA2,False,,22839035,003G0000018f6RVIAY,0010A000002wONqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:24:20.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T19:24:20.000+0000,0050A000000Hq5PQAS,2025-10-03T19:24:21.000+0000,0050A000000Hq5PQAS,2025-10-03T19:24:21.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caPOgYAM,False,,22836857,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-10-03T18:44:01.000+0000,False,False,005OH000006uYrkYAE,2025-10-03T18:43:06.000+0000,005OH000006uYrkYAE,2025-10-03T18:44:01.000+0000,005OH000006uYrkYAE,2025-10-03T18:44:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caQ7tYAE,False,,22839549,0030A0000029itDQAQ,0010A000002w6UuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:33:38.000+0000,False,False,0050A000001o2WeQAI,2025-10-03T19:33:38.000+0000,0050A000001o2WeQAI,2025-10-03T19:33:39.000+0000,0050A000001o2WeQAI,2025-10-03T19:33:39.000+0000,(902)220-2708,,steve@hazlehurstconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caQJ7YAM,False,,22838949,003G0000018f7xnIAA,0010A000002wQ3yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:22:26.000+0000,False,False,0055o000001h4cFAAQ,2025-10-03T19:22:26.000+0000,0055o000001h4cFAAQ,2025-10-03T19:22:26.000+0000,0055o000001h4cFAAQ,2025-10-03T19:22:26.000+0000,(204)487-6556,(204) 791-7813,andrew_clarke@clarkefinancialplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caQMKYA2,False,,22837836,0035o000005m4ylAAA,0015o000006KSjMAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:01:06.000+0000,False,False,005G0000002gyDJIAY,2025-10-03T19:01:06.000+0000,005G0000002gyDJIAY,2025-10-03T19:01:07.000+0000,005G0000002gyDJIAY,2025-10-03T19:01:07.000+0000,(306)986-9333,,terry.garrett@mcgregorfinancial.ca,(306)986-9340,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caQqvYAE,False,,22836152,0030A0000027Gv3QAE,0010A000002wN2mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:31:09.000+0000,False,False,0055o000001h4cFAAQ,2025-10-03T18:31:09.000+0000,0055o000001h4cFAAQ,2025-10-03T18:31:09.000+0000,0055o000001h4cFAAQ,2025-10-03T18:31:09.000+0000,(807)935-8386,(807) 620-6590,dominique@chenardwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caRDbYAM,False,,22838440,003OH000002SsxCYAS,0015o000008Cyd9AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:12:27.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T19:12:27.000+0000,005OH000001cCPNYA2,2025-10-03T19:12:27.000+0000,005OH000001cCPNYA2,2025-10-03T19:12:27.000+0000,(604) 558-5611,(604) 715-1864,george.ong@flci.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caRJzYAM,False,,22836548,003OH00000V955BYAR,001OH00000bzOt3YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:37:36.000+0000,False,False,005OH00000865wTYAQ,2025-10-03T18:37:36.000+0000,005OH00000865wTYAQ,2025-10-03T18:37:36.000+0000,005OH00000865wTYAQ,2025-10-03T18:37:36.000+0000,(780)448-1988,,connor.mills@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caRLbYAM,False,,22837815,003G0000018f7OcIAI,0010A000002wPV2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:00:42.000+0000,False,False,005OH00000AdAzSYAV,2025-10-03T19:00:42.000+0000,005OH00000AdAzSYAV,2025-10-03T19:00:42.000+0000,005OH00000AdAzSYAV,2025-10-03T19:00:42.000+0000,(905) 892-2586,,astrid@goodmanbrown.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caRn4YAE,False,,22838630,0030A0000029oIlQAI,0010A000002wAyHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:16:09.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T19:16:09.000+0000,0050A000000XQhmQAG,2025-10-03T19:16:09.000+0000,0050A000000XQhmQAG,2025-10-03T19:16:09.000+0000,(709)722-6035,,lowell@bonnellfinancial.com,(709)702-0700,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caSO6YAM,False,,22836928,003G0000018f6j7IAA,0010A000002wOjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:44:15.000+0000,False,False,0050A000000Hq5PQAS,2025-10-03T18:44:15.000+0000,0050A000000Hq5PQAS,2025-10-03T18:44:15.000+0000,0050A000000Hq5PQAS,2025-10-03T18:44:15.000+0000,(416)576-8491,(416) 576-8491,ash@chitralafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caUOHYA2,False,,22837038,0030A0000029meaQAA,0010A000002w9daQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T18:46:10.000+0000,False,False,0055o000001NWfMAAW,2025-10-03T18:46:10.000+0000,0055o000001NWfMAAW,2025-10-03T18:46:10.000+0000,0055o000001NWfMAAW,2025-10-03T18:46:10.000+0000,(905)415-8882,(416) 828-4028,ida_jiang@hotmail.com,(905)415-8802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caW1zYAE,False,,22839168,003G0000018f6oFIAQ,0010A000002wOpzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:26:26.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T19:26:26.000+0000,005OH000001cCPNYA2,2025-10-03T19:26:26.000+0000,005OH000001cCPNYA2,2025-10-03T19:26:27.000+0000,(250)718-7232,(250) 826-8424,shane@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caWA0YAM,False,,22838369,0030A000005OsbTQAS,0010A0000084ADkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:11:00.000+0000,False,False,0050A000000XQhmQAG,2025-10-03T19:11:00.000+0000,0050A000000XQhmQAG,2025-10-03T19:11:01.000+0000,0050A000000XQhmQAG,2025-10-03T19:11:01.000+0000,(709)639-1476,(709) 639-1476,robflynn@oculuspw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caWoLYAU,False,,22840410,003OH00000V6NswYAF,001OH00000bwFz5YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:50:40.000+0000,False,False,005OH000006owoYYAQ,2025-10-03T19:50:40.000+0000,005OH000006owoYYAQ,2025-10-03T19:50:40.000+0000,005OH000006owoYYAQ,2025-10-03T19:50:40.000+0000,(306)861-7739,,zippydon@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caXIwYAM,False,,22838337,003G0000018f7GkIAI,0010A000002wPLXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:10:21.000+0000,False,False,0050A000001o2WeQAI,2025-10-03T19:10:21.000+0000,0050A000001o2WeQAI,2025-10-03T19:10:21.000+0000,0050A000001o2WeQAI,2025-10-03T19:10:21.000+0000,(902)209-6600,(902) 209-6600,paul@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caXXTYA2,False,,22840435,0030A00000C4YWjQAN,0010A00000CehG1QAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:51:09.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T19:51:09.000+0000,005OH000004Ir1xYAC,2025-10-03T19:51:10.000+0000,005OH000004Ir1xYAC,2025-10-03T19:51:10.000+0000,(403)585-6148,,lisaluca2015@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caZcWYAU,False,,22838921,0030A0000029c1zQAA,0010A000002w0r9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:21:47.000+0000,False,False,005OH000005URvxYAG,2025-10-03T19:21:47.000+0000,005OH000005URvxYAG,2025-10-03T19:21:47.000+0000,005OH000005URvxYAG,2025-10-03T19:21:47.000+0000,(780)868-4981,,brichmond@shaw.ca,(780)442-5090,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caZxTYAU,False,,22838818,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:19:58.000+0000,False,False,005OH000005URvxYAG,2025-10-03T19:19:58.000+0000,005OH000005URvxYAG,2025-10-03T19:19:58.000+0000,005OH000005URvxYAG,2025-10-03T19:19:58.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caZz5YAE,False,,22838774,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:19:06.000+0000,False,False,005OH000005URvxYAG,2025-10-03T19:19:06.000+0000,005OH000005URvxYAG,2025-10-03T19:19:07.000+0000,005OH000005URvxYAG,2025-10-03T19:19:07.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cab4sYAA,False,,22840962,0030A00000AkM3AQAV,0010A00000BJOAmQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:03:10.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T20:03:10.000+0000,005OH000004Ir1xYAC,2025-10-03T20:03:10.000+0000,005OH000004Ir1xYAC,2025-10-03T20:03:10.000+0000,(403)221-0385,(403) 819-4384,chris.matugas@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cacP3YAI,False,,22838703,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:17:48.000+0000,False,False,005OH000005URvxYAG,2025-10-03T19:17:48.000+0000,005OH000005URvxYAG,2025-10-03T19:17:48.000+0000,005OH000005URvxYAG,2025-10-03T19:17:48.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cadBUYAY,False,,22839014,003G0000018f7xRIAQ,0010A000002wQ3cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:23:51.000+0000,False,False,0055o000001h4cFAAQ,2025-10-03T19:23:51.000+0000,0055o000001h4cFAAQ,2025-10-03T19:23:51.000+0000,0055o000001h4cFAAQ,2025-10-03T19:23:51.000+0000,(204) 946-0211,(204) 782-6770,djohnson@johnsonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cafYDYAY,False,,22839291,003G0000018f6YvIAI,0010A000002wOW0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:28:39.000+0000,False,False,0055o000001fOwHAAU,2025-10-03T19:28:39.000+0000,0055o000001fOwHAAU,2025-10-03T19:28:39.000+0000,0055o000001fOwHAAU,2025-10-03T19:28:39.000+0000,(416)203-1977X27,(416) 366-2971 ext. 7456(not in service),pbennett@blueprintwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cafYLYAY,False,,22842196,0030A0000029n3uQAA,0010A000002w9yoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:31:19.000+0000,False,False,005OH000005URvxYAG,2025-10-03T20:31:19.000+0000,005OH000005URvxYAG,2025-10-03T20:31:19.000+0000,005OH000005URvxYAG,2025-10-03T20:31:19.000+0000,(780)814-1888,,hello@sherthelink.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cafjWYAQ,False,,22839527,0030A00000CA8MbQAL,0010A00000CkXWrQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:33:22.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T19:33:22.000+0000,005OH000004Ir1xYAC,2025-10-03T19:33:22.000+0000,005OH000004Ir1xYAC,2025-10-03T19:33:22.000+0000,(403)998-0908,,taxipo321@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cagxOYAQ,False,,22843732,0030A000002ZAVxQAO,0010A000003KN0RQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:17:19.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T21:17:19.000+0000,005OH000004Ir1xYAC,2025-10-03T21:17:19.000+0000,005OH000004Ir1xYAC,2025-10-03T21:17:19.000+0000,(780)953-5078,,pfcplanning@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cah3nYAA,False,,22839982,0030A0000029Wx6QAE,0010A000002vwcJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:42:21.000+0000,False,False,0050A000001o2WeQAI,2025-10-03T19:42:21.000+0000,0050A000001o2WeQAI,2025-10-03T19:42:21.000+0000,0050A000001o2WeQAI,2025-10-03T19:42:22.000+0000,(709)634-3338,(709) 640-0100,blair@harbourfinancialgroup.ca,(709)634-7760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cahjhYAA,False,,22839796,0035o000004ZAXlAAO,0015o0000057wFGAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T19:38:29.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T19:38:29.000+0000,005OH000001cCPNYA2,2025-10-03T19:38:29.000+0000,005OH000001cCPNYA2,2025-10-03T19:38:29.000+0000,(604)812-9889,,jeewoon.ha@flci.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cakhkYAA,False,,22842809,003G0000018f7lsIAA,0010A000002wPsLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:47:13.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T20:47:13.000+0000,005OH000001cCPNYA2,2025-10-03T20:47:14.000+0000,005OH000001cCPNYA2,2025-10-03T20:47:14.000+0000,(250)860-8389,,tsorensen@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000camcwYAA,False,,22840877,0030A00000BB39qQAD,0010A00000BlM57QAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:01:11.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T20:01:11.000+0000,005OH000004Ir1xYAC,2025-10-03T20:01:12.000+0000,005OH000004Ir1xYAC,2025-10-03T20:01:12.000+0000,(780)655-2509,,tong050429@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000camebYAA,False,,22842882,0030A0000058RXLQA2,0010A000005tHr8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:49:16.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T20:49:16.000+0000,005OH000004Ir1xYAC,2025-10-03T20:49:17.000+0000,005OH000004Ir1xYAC,2025-10-03T20:49:17.000+0000,(587)501-6893,,summer52131@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cammdYAA,False,,22841537,0030A000008mxPOQAY,0010A000009hfWKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:15:57.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T20:15:57.000+0000,005OH000004Ir1xYAC,2025-10-03T20:15:58.000+0000,005OH000004Ir1xYAC,2025-10-03T20:15:58.000+0000,(403)923-3181,(403) 452-3886,jingyang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000canAoYAI,False,,22841142,0030A000009LqozQAC,0010A00000ANvmGQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:07:17.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T20:07:17.000+0000,005OH000004Ir1xYAC,2025-10-03T20:07:18.000+0000,005OH000004Ir1xYAC,2025-10-03T20:07:18.000+0000,(780)885-1672,,waynelifinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caq2EYAQ,False,,22842014,003OH000009xXNmYAM,001OH00000C5jP1YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:27:04.000+0000,False,False,005OH000006owoYYAQ,2025-10-03T20:27:04.000+0000,005OH000006owoYYAQ,2025-10-03T20:27:04.000+0000,005OH000006owoYYAQ,2025-10-03T20:27:04.000+0000,(306)201-8998,,afanty.fan@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caqogYAA,False,,22843234,003OH00000NV3UMYA1,001OH00000SXIXeYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:00:34.000+0000,False,False,005OH000006owoYYAQ,2025-10-03T21:00:34.000+0000,005OH000006owoYYAQ,2025-10-03T21:00:35.000+0000,005OH000006owoYYAQ,2025-10-03T21:00:35.000+0000,(306)262-0908,,lynn.lin@allinwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caqzvYAA,False,,22842243,0030A0000029n3uQAA,0010A000002w9yoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:32:41.000+0000,False,False,005OH000005URvxYAG,2025-10-03T20:32:41.000+0000,005OH000005URvxYAG,2025-10-03T20:32:42.000+0000,005OH000005URvxYAG,2025-10-03T20:32:42.000+0000,(780)814-1888,,hello@sherthelink.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000carXlYAI,False,,22842040,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:27:36.000+0000,False,False,005OH000005URvxYAG,2025-10-03T20:27:36.000+0000,005OH000005URvxYAG,2025-10-03T20:27:36.000+0000,005OH000005URvxYAG,2025-10-03T20:27:36.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000catMgYAI,False,,22842549,0035o000007D4TfAAK,0015o000007t1KbAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:40:42.000+0000,False,False,005OH000002iJPDYA2,2025-10-03T20:40:42.000+0000,005OH000002iJPDYA2,2025-10-03T20:40:42.000+0000,005OH000002iJPDYA2,2025-10-03T20:40:42.000+0000,(778)927-5268,,lisashuoli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000catY0YAI,False,,22843626,0030A0000041wbvQAA,0010A000004nW2QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:13:47.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T21:13:47.000+0000,005OH000004Ir1xYAC,2025-10-03T21:13:48.000+0000,005OH000004Ir1xYAC,2025-10-03T21:13:48.000+0000,(403)928-2788,(403) 928-2788,vern@missionfinancial.ca,(587)289-1987,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cato5YAA,False,,22842611,0030A0000065agPQAQ,0010A000006qDa0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:42:16.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T20:42:16.000+0000,005OH000004Ir1xYAC,2025-10-03T20:42:17.000+0000,005OH000004Ir1xYAC,2025-10-03T20:42:17.000+0000,(403)479-4854,,georgemathew58@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000catw9YAA,False,,22842661,003G0000018f72yIAA,0010A000002wP6IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:43:14.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T20:43:14.000+0000,005OH000001cCPNYA2,2025-10-03T20:43:14.000+0000,005OH000001cCPNYA2,2025-10-03T20:43:14.000+0000,(250)718-7232,(250) 808-8298,bert@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cauIkYAI,False,,22843190,0030A0000029n3uQAA,0010A000002w9yoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T20:59:17.000+0000,False,False,005OH000005URvxYAG,2025-10-03T20:59:17.000+0000,005OH000005URvxYAG,2025-10-03T20:59:17.000+0000,005OH000005URvxYAG,2025-10-03T20:59:17.000+0000,(780)814-1888,,hello@sherthelink.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cautqYAA,False,,22843425,0030A000004zKSjQAM,0010A000005kgWUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:07:19.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T21:07:19.000+0000,005OH000004Ir1xYAC,2025-10-03T21:07:19.000+0000,005OH000004Ir1xYAC,2025-10-03T21:07:19.000+0000,(403)452-3886,(403) 560-0841,tingtingwang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cavtAYAQ,False,,22843488,003OH00000HmbA1YAJ,001OH00000LsRgjYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:09:15.000+0000,False,False,005OH000006owoYYAQ,2025-10-03T21:09:15.000+0000,005OH000006owoYYAQ,2025-10-03T21:09:15.000+0000,005OH000006owoYYAQ,2025-10-03T21:09:15.000+0000,(306)630-9275,,jbryant@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caw1EYAQ,False,,22844104,0030A000009F19mQAC,0010A00000AEmf1QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:32:51.000+0000,False,False,005OH000002iJPDYA2,2025-10-03T21:32:51.000+0000,005OH000002iJPDYA2,2025-10-03T21:32:51.000+0000,005OH000002iJPDYA2,2025-10-03T21:32:51.000+0000,(778)953-5728,,gao9968@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cayNzYAI,False,,22845011,0030A0000029islQAA,0010A000002w6UhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T22:19:57.000+0000,False,False,005OH000002iJPDYA2,2025-10-03T22:19:57.000+0000,005OH000002iJPDYA2,2025-10-03T22:19:57.000+0000,005OH000002iJPDYA2,2025-10-03T22:19:57.000+0000,(778)223-8618,(778) 223-8618,maoyana@hotmail.com,(604)233-2233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cayz7YAA,False,,22843768,0030A000002CZLNQA4,0010A000002z75gQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:18:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T21:18:55.000+0000,005OH000004Ir1xYAC,2025-10-03T21:18:55.000+0000,005OH000004Ir1xYAC,2025-10-03T21:18:55.000+0000,(403)915-8830,,jessica@financialvault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000caz8kYAA,False,,22843543,0030A000004svgVQAQ,0010A000005eOOxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:10:50.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T21:10:50.000+0000,005OH000004Ir1xYAC,2025-10-03T21:10:50.000+0000,005OH000004Ir1xYAC,2025-10-03T21:10:50.000+0000,(403)585-9446,,xiayong100@gmail.com,(403)585-9446,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cazqHYAQ,False,,22843575,0030A000004OsQ3QAK,0010A000005B4fwQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:11:40.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T21:11:40.000+0000,005OH000004Ir1xYAC,2025-10-03T21:11:40.000+0000,005OH000004Ir1xYAC,2025-10-03T21:11:40.000+0000,(403)619-2936,,rrcbrenda@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cb1VVYAY,False,,22843838,0030A0000029bJoQAI,0010A000002w0ItQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:21:29.000+0000,False,False,005OH000002iJPDYA2,2025-10-03T21:21:29.000+0000,005OH000002iJPDYA2,2025-10-03T21:21:30.000+0000,005OH000002iJPDYA2,2025-10-03T21:21:30.000+0000,(604)261-2123,(604) 723-5890,visionstarfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cb3twYAA,False,,22845053,0035o000004D63YAAS,0015o000004ms7xAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T22:22:31.000+0000,False,False,005OH000002iJPDYA2,2025-10-03T22:22:31.000+0000,005OH000002iJPDYA2,2025-10-03T22:22:31.000+0000,005OH000002iJPDYA2,2025-10-03T22:22:31.000+0000,(604)347-9087,,megsuzuki.cfc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cb4MvYAI,False,,22844274,003G00000252J1IIAU,0010A000002wTB5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:40:00.000+0000,False,False,005OH000001cCPNYA2,2025-10-03T21:40:00.000+0000,005OH000001cCPNYA2,2025-10-03T21:40:00.000+0000,005OH000001cCPNYA2,2025-10-03T21:40:00.000+0000,(778)868-1231,(778) 868-1231,kristen@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cb4mmYAA,False,,22844429,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T21:47:55.000+0000,False,False,005OH000005URvxYAG,2025-10-03T21:47:55.000+0000,005OH000005URvxYAG,2025-10-03T21:47:55.000+0000,005OH000005URvxYAG,2025-10-03T21:47:55.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cb79VYAQ,False,,22844711,0030A0000029UzyQAE,0010A000002vv2YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-03T22:02:11.000+0000,False,False,005OH000004Ir1xYAC,2025-10-03T22:02:11.000+0000,005OH000004Ir1xYAC,2025-10-03T22:02:11.000+0000,005OH000004Ir1xYAC,2025-10-03T22:02:11.000+0000,(403)463-4449,,annemarie.greyling@gmail.com,(403)931-9330,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,181.0
500OH00000cfAgjYAE,False,,22851949,003OH00000VeEDjYAN,001OH00000cbImXYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T13:33:03.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T13:33:03.000+0000,005OH000007fgYjYAI,2025-10-06T13:33:04.000+0000,005OH000007fgYjYAI,2025-10-06T13:33:04.000+0000,(581)318-2834X227,,robert.nuss@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfBZZYA2,False,,22851850,003OH00000Ve9cKYAR,001OH00000cbImuYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T13:30:51.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T13:30:51.000+0000,005OH000007fgYjYAI,2025-10-06T13:30:51.000+0000,005OH000007fgYjYAI,2025-10-06T13:30:51.000+0000,(418)834-0444,,samuel.morin@ig.ca,(418)834-9296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfJdcYAE,False,,22852512,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T13:45:49.000+0000,False,False,005OH000004pk06YAA,2025-10-06T13:45:49.000+0000,005OH000004pk06YAA,2025-10-06T13:45:49.000+0000,005OH000004pk06YAA,2025-10-06T13:45:49.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfKPvYAM,False,,22851151,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T13:14:35.000+0000,False,False,005OH000004pk06YAA,2025-10-06T13:14:35.000+0000,005OH000004pk06YAA,2025-10-06T13:14:35.000+0000,005OH000004pk06YAA,2025-10-06T13:14:35.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfMpuYAE,False,,22851536,003OH00000VeEDrYAN,001OH00000cbImfYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T13:23:36.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T13:23:36.000+0000,005OH000007fgYjYAI,2025-10-06T13:23:36.000+0000,005OH000007fgYjYAI,2025-10-06T13:23:36.000+0000,(514)884-3665,,seenca08@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfRKxYAM,False,,22851399,003OH00000Ve9cLYAR,001OH00000cbImvYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T13:20:30.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T13:20:30.000+0000,005OH000007fgYjYAI,2025-10-06T13:20:30.000+0000,005OH000007fgYjYAI,2025-10-06T13:20:30.000+0000,(819)437-7884,,mb@croissancecapital.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfbIfYAI,False,,22852106,003OH00000VeEDkYAN,001OH00000cbImYYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T13:36:38.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T13:36:38.000+0000,005OH000007fgYjYAI,2025-10-06T13:36:38.000+0000,005OH000007fgYjYAI,2025-10-06T13:36:38.000+0000,(819)566-0666,,philippe.nadeau@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfbP9YAI,False,,22852302,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T13:41:13.000+0000,False,False,005OH000004pk06YAA,2025-10-06T13:41:13.000+0000,005OH000004pk06YAA,2025-10-06T13:41:13.000+0000,005OH000004pk06YAA,2025-10-06T13:41:13.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfeq2YAA,False,,22852673,003OH00000ViNFJYA3,001OH00000cgTT2YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T13:49:07.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T13:49:07.000+0000,005OH000007fgYjYAI,2025-10-06T13:49:07.000+0000,005OH000007fgYjYAI,2025-10-06T13:49:07.000+0000,(819)695-3626,,kelly99.sf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cffqyYAA,False,,22853643,0030A0000029atNQAQ,0010A000002vzx3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:08:29.000+0000,False,False,005OH0000084GETYA2,2025-10-06T14:08:29.000+0000,005OH0000084GETYA2,2025-10-06T14:08:29.000+0000,005OH0000084GETYA2,2025-10-06T14:08:29.000+0000,(905)308-0909,,roger@banksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfgQPYAY,False,,22852588,003OH00000VbKnfYAF,001OH00000cY0hiYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T13:47:06.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T13:47:06.000+0000,005OH000007fgYjYAI,2025-10-06T13:47:06.000+0000,005OH000007fgYjYAI,2025-10-06T13:47:06.000+0000,(819)561-5885,,s.bonhomme@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfglPYAQ,False,,22853820,0030A0000029eGyQAI,0010A000002w2fmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:11:42.000+0000,False,False,0050A000000WjqvQAC,2025-10-06T14:11:42.000+0000,0050A000000WjqvQAC,2025-10-06T14:11:42.000+0000,0050A000000WjqvQAC,2025-10-06T14:11:42.000+0000,(613)695-6111X4,(613) 291-4408,frank@fmbfinancial.ca,(613)695-9111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfhXnYAI,False,,22853260,003OH00000ViHl2YAF,001OH00000cgTSuYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:01:27.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T14:01:27.000+0000,005OH000007fgYjYAI,2025-10-06T14:01:27.000+0000,005OH000007fgYjYAI,2025-10-06T14:01:27.000+0000,(579)337-5350,,miriam.rabih@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfiX4YAI,False,,22853315,003OH00000VbKnYYAV,001OH00000cY0hbYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:02:21.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T14:02:21.000+0000,005OH000007fgYjYAI,2025-10-06T14:02:22.000+0000,005OH000007fgYjYAI,2025-10-06T14:02:22.000+0000,(514)973-8728,,luckyyan728@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cflBbYAI,False,,22853657,0030A0000029oeyQAA,0010A000002wBGwQAM,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0055o000002KxmIAAS,2025-10-06T14:08:38.000+0000,0055o000002KxmIAAS,2025-10-06T15:33:06.000+0000,0055o000002KxmIAAS,2025-10-06T15:33:06.000+0000,(905)333-3335,,duarte.rendeiro@ig.ca,(905)333-3359,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfmSgYAI,False,,22857187,003OH00000H2UjPYAV,001OH00000L4B2QYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:06:59.000+0000,False,False,0055o000001h4cFAAQ,2025-10-06T15:06:59.000+0000,0055o000001h4cFAAQ,2025-10-06T15:06:59.000+0000,0055o000001h4cFAAQ,2025-10-06T15:06:59.000+0000,(204)474-2929,(204)802-5649,samantha@yourstylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfoW5YAI,False,,22855592,003OH00000ViNFHYA3,001OH00000cgTT0YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:42:32.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T14:42:32.000+0000,005OH000007fgYjYAI,2025-10-06T14:42:33.000+0000,005OH000007fgYjYAI,2025-10-06T14:42:33.000+0000,(450)508-2174,,maggy.nadon@iggpp.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfpf5YAA,False,,22854660,0030A0000029V7MQAU,0010A000002vv8jQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:26:36.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T14:26:36.000+0000,0050A000000XQhmQAG,2025-10-06T14:26:36.000+0000,0050A000000XQhmQAG,2025-10-06T14:26:36.000+0000,(902)880-4881,,carl@boswick.org,(902)443-3166,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfqXpYAI,False,,22853490,0030A0000029lHEQAY,0010A000002w8SRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:05:24.000+0000,False,False,005OH000004pk06YAA,2025-10-06T14:05:24.000+0000,005OH000004pk06YAA,2025-10-06T14:05:25.000+0000,005OH000004pk06YAA,2025-10-06T14:05:25.000+0000,(647)606-9794,,ahkarami@live.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cfxnrYAA,False,,22855016,003OH00000ViHkuYAF,001OH00000cgTSmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:32:52.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T14:32:52.000+0000,005OH000007fgYjYAI,2025-10-06T14:32:53.000+0000,005OH000007fgYjYAI,2025-10-06T14:32:53.000+0000,(450)641-1515,,nancy.poulin@ig.ca,(450)641-3142,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cg0NXYAY,False,,22854987,0030A000001XnxHQAS,0010A000002wMytQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:32:15.000+0000,False,False,0055o000001fOwHAAU,2025-10-06T14:32:15.000+0000,0055o000001fOwHAAU,2025-10-06T14:32:15.000+0000,0055o000001fOwHAAU,2025-10-06T14:32:15.000+0000,(519)209-4169,(519) 209-4169,ian.mcdaniel@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cg0PCYAY,False,,22857354,0035o000007E52tAAC,0015o000007uJkRAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:09:25.000+0000,False,False,0055o000002KxmIAAS,2025-10-06T15:09:25.000+0000,0055o000002KxmIAAS,2025-10-06T15:09:25.000+0000,0055o000002KxmIAAS,2025-10-06T15:09:25.000+0000,(519)719-5134,,fraser@caneinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cg10FYAQ,False,,22855661,003OH00000SXZobYAH,001OH00000Yk6bvYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:43:33.000+0000,False,False,0055o000002DK5fAAG,2025-10-06T14:43:33.000+0000,0055o000002DK5fAAG,2025-10-06T14:43:33.000+0000,0055o000002DK5fAAG,2025-10-06T14:43:33.000+0000,(289)812-1074,,andrew.vuk@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cg16gYAA,False,,22854781,0030A0000029VZNQA2,0010A000002vvSAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:28:50.000+0000,False,False,0055o000001NWfMAAW,2025-10-06T14:28:50.000+0000,0055o000001NWfMAAW,2025-10-06T14:28:50.000+0000,0055o000001NWfMAAW,2025-10-06T14:28:50.000+0000,(647)262-1870,(647) 262-1870,jadeyin87@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cg1bOYAQ,False,,22856412,0030A0000029kVZQAY,0010A000002w7qzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:54:35.000+0000,False,False,0055o000002DK5fAAG,2025-10-06T14:54:35.000+0000,0055o000002DK5fAAG,2025-10-06T14:54:35.000+0000,0055o000002DK5fAAG,2025-10-06T14:54:35.000+0000,(855)770-2799,,david.martel@ipcc.org,(905)873-1878,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cg2FhYAI,False,,22856727,003OH00000R5My5YAF,001OH00000WvUdLYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:00:19.000+0000,False,False,0055o000001NWfMAAW,2025-10-06T15:00:19.000+0000,0055o000001NWfMAAW,2025-10-06T15:00:19.000+0000,0055o000001NWfMAAW,2025-10-06T15:00:19.000+0000,(416)414-6974,,ericdiephp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cg3y5YAA,False,,22854836,003G0000018f71wIAA,0010A000002wP5GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:30:00.000+0000,False,False,0055o000001fOwHAAU,2025-10-06T14:30:00.000+0000,0055o000001fOwHAAU,2025-10-06T14:30:01.000+0000,0055o000001fOwHAAU,2025-10-06T14:30:01.000+0000,(905)821-0795,416-528-0633,carol@carolchambers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cg5AIYAY,False,,22855212,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:36:13.000+0000,False,False,0055o000001h4cFAAQ,2025-10-06T14:36:13.000+0000,0055o000001h4cFAAQ,2025-10-06T14:36:13.000+0000,0055o000001h4cFAAQ,2025-10-06T14:36:13.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cg7iOYAQ,False,,22856098,0030A0000029mHdQAI,0010A000002w9HGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:49:49.000+0000,False,False,0055o000002DK5fAAG,2025-10-06T14:49:49.000+0000,0055o000002DK5fAAG,2025-10-06T14:49:50.000+0000,0055o000002DK5fAAG,2025-10-06T14:49:50.000+0000,(705)255-1099,(647) 982-7099,hodsonkevin55@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cg9c9YAA,False,,22859660,0030A0000029orGQAQ,0010A000002wBRXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:44:13.000+0000,False,False,0055o000002KxmIAAS,2025-10-06T15:44:13.000+0000,0055o000002KxmIAAS,2025-10-06T15:44:14.000+0000,0055o000002KxmIAAS,2025-10-06T15:44:14.000+0000,(519)746-2362X630,226-989-3605,jon@jon-byers.ca,(519)746-6443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgApxYAE,False,,22857589,0030A0000029q5XQAQ,0010A000002wCPWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:12:53.000+0000,False,False,0055o000002KxmIAAS,2025-10-06T15:12:53.000+0000,0055o000002KxmIAAS,2025-10-06T15:12:53.000+0000,0055o000002KxmIAAS,2025-10-06T15:12:53.000+0000,(519)474-9104,5196175333,info@arcfinancialgroup.com,(226)781-0444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgCDSYA2,False,,22857502,003G0000018f6dLIAQ,0010A000002wObWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:11:42.000+0000,False,False,0050A000000WjqvQAC,2025-10-06T15:11:42.000+0000,0050A000000WjqvQAC,2025-10-06T15:11:42.000+0000,0050A000000WjqvQAC,2025-10-06T15:11:42.000+0000,(613)537-5252,(613) 551-5360,mike@whaleyassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgCZyYAM,False,,22856090,003OH00000VWEimYAH,001OH00000cRT3KYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:49:40.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T14:49:40.000+0000,005OH000007fgYjYAI,2025-10-06T14:49:40.000+0000,005OH000007fgYjYAI,2025-10-06T14:49:40.000+0000,(514)227-2700X242,,debbie.odorico@twmgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgDW2YAM,False,,22856054,0035o000006JU8VAAW,0015o000006oZ44AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:49:02.000+0000,False,False,0055o000001fOwHAAU,2025-10-06T14:49:02.000+0000,0055o000001fOwHAAU,2025-10-06T14:49:02.000+0000,0055o000001fOwHAAU,2025-10-06T14:49:02.000+0000,(905)531-5881,(905) 541-9486,connor@mcphailfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgDfmYAE,False,,22860178,003OH00000AwSscYAF,001OH00000DCnzzYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:52:25.000+0000,False,False,005OH000005URvxYAG,2025-10-06T15:52:25.000+0000,005OH000005URvxYAG,2025-10-06T15:52:25.000+0000,005OH000005URvxYAG,2025-10-06T15:52:25.000+0000,(780)716-2938,,wangcg519@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgFJKYA2,False,,22858468,0030A000007hBd3QAE,0010A000008Yte8QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:26:34.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T15:26:34.000+0000,005OH000007fgYjYAI,2025-10-06T15:26:34.000+0000,005OH000007fgYjYAI,2025-10-06T15:26:34.000+0000,(581)802-0069,4189079006,vtremblay@livsta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgFj9YAE,False,,22856566,0031600002DTHNcAAP,0010A000002wNAIQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH00000AdAzSYAV,2025-10-06T14:57:08.000+0000,005OH00000AdAzSYAV,2025-10-06T15:15:59.000+0000,005OH00000AdAzSYAV,2025-10-06T15:15:59.000+0000,(519)754-6166,(519) 754-6166,theresa@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgGH3YAM,False,,22858680,0030A0000029jCGQAY,0010A000002w6kaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:30:24.000+0000,False,False,0055o000001NWfMAAW,2025-10-06T15:30:24.000+0000,0055o000001NWfMAAW,2025-10-06T15:30:24.000+0000,0055o000001NWfMAAW,2025-10-06T15:30:24.000+0000,(647)519-6688,,katherine_qi@yahoo.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgGKIYA2,False,,22857549,0031600002WuO4dAAF,0010A000002wO8VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:12:20.000+0000,False,False,0055o000001fOwHAAU,2025-10-06T15:12:20.000+0000,0055o000001fOwHAAU,2025-10-06T15:12:20.000+0000,0055o000001fOwHAAU,2025-10-06T15:12:20.000+0000,(289)823-0306,,pnohara@noharawealthsolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgGosYAE,False,,22856340,003OH00000KkdxMYAR,001OH00000PJe9sYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:53:24.000+0000,False,False,0055o000002KxmIAAS,2025-10-06T14:53:24.000+0000,0055o000002KxmIAAS,2025-10-06T14:53:25.000+0000,0055o000002KxmIAAS,2025-10-06T14:53:25.000+0000,(905)321-9742,,cmiller@capital-wealth.ca,(905)682-2378,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgIgzYAE,False,,22856328,0030A0000029kVZQAY,0010A000002w7qzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:53:12.000+0000,False,False,0055o000002DK5fAAG,2025-10-06T14:53:12.000+0000,0055o000002DK5fAAG,2025-10-06T14:53:12.000+0000,0055o000002DK5fAAG,2025-10-06T14:53:12.000+0000,(855)770-2799,,david.martel@ipcc.org,(905)873-1878,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgKFlYAM,False,,22856493,0030A00000AoThKQAV,0010A00000BNkl0QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T14:55:59.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T14:55:59.000+0000,005OH000007fgYjYAI,2025-10-06T14:55:59.000+0000,005OH000007fgYjYAI,2025-10-06T14:55:59.000+0000,(450)473-9808,(514) 774-0639,saadia@servicesfinanciers.info,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgLv0YAE,False,,22857838,0030A0000029ZmaQAE,0010A000002vz0tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:16:45.000+0000,False,False,005OH000004oiYEYAY,2025-10-06T15:16:45.000+0000,005OH000004oiYEYAY,2025-10-06T15:16:45.000+0000,005OH000004oiYEYAY,2025-10-06T15:16:45.000+0000,(519)721-7254,,mac@klyneinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgRh3YAE,False,,22857248,003OH00000PtjB4YAJ,001OH00000VW2TRYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:07:49.000+0000,False,False,0050A000000WjqvQAC,2025-10-06T15:07:49.000+0000,0050A000000WjqvQAC,2025-10-06T15:07:49.000+0000,0050A000000WjqvQAC,2025-10-06T15:07:49.000+0000,(613)355-7016,,joanne@theprecplanners.ca,(613)748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgSA6YAM,False,,22858422,0030A000007hBd3QAE,0010A000008Yte8QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:25:55.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T15:25:55.000+0000,005OH000007fgYjYAI,2025-10-06T15:25:56.000+0000,005OH000007fgYjYAI,2025-10-06T15:25:56.000+0000,(581)802-0069,4189079006,vtremblay@livsta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgTNtYAM,False,,22857428,0030A0000029Xj1QAE,0010A000002vxFhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:10:29.000+0000,False,False,0055o000002DK5fAAG,2025-10-06T15:10:29.000+0000,0055o000002DK5fAAG,2025-10-06T15:10:30.000+0000,0055o000002DK5fAAG,2025-10-06T15:10:30.000+0000,(416)496-0999X307,(647) 282-1360,nicol.cotton@ipcc.org,(888)288-0731,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgUVFYA2,False,,22857570,0030A0000029pSUQAY,0010A000002wBuIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:12:34.000+0000,False,False,0055o000002DK5fAAG,2025-10-06T15:12:34.000+0000,0055o000002DK5fAAG,2025-10-06T15:12:34.000+0000,0055o000002DK5fAAG,2025-10-06T15:12:34.000+0000,(705)329-4466X234,,tburton@ipcc.org,(705)329-4029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgWbtYAE,False,,22857780,003G0000018f7A2IAI,0010A000002wPDLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:16:02.000+0000,False,False,0055o000001fOwHAAU,2025-10-06T15:16:02.000+0000,0055o000001fOwHAAU,2025-10-06T15:16:02.000+0000,0055o000001fOwHAAU,2025-10-06T15:16:03.000+0000,(905)301-5033,(905) 301-5033,bharat.singh@joylinefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgY2cYAE,False,,22858043,003OH00000NkSiVYAV,001OH00000SqQUhYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:19:50.000+0000,False,False,0055o000001h4cFAAQ,2025-10-06T15:19:50.000+0000,0055o000001h4cFAAQ,2025-10-06T15:19:50.000+0000,0055o000001h4cFAAQ,2025-10-06T15:19:50.000+0000,(431)775-1367,,jfroese@avisowm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgYIjYAM,False,,22857956,003G0000018f7A2IAI,0010A000002wPDLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:18:32.000+0000,False,False,0055o000001fOwHAAU,2025-10-06T15:18:32.000+0000,0055o000001fOwHAAU,2025-10-06T15:18:33.000+0000,0055o000001fOwHAAU,2025-10-06T15:18:33.000+0000,(905)301-5033,(905) 301-5033,bharat.singh@joylinefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgailYAA,False,,22858832,0030A0000029lluQAA,0010A000002w8rVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:32:33.000+0000,False,False,005OH000004oiYEYAY,2025-10-06T15:32:33.000+0000,005OH000004oiYEYAY,2025-10-06T15:32:34.000+0000,005OH000004oiYEYAY,2025-10-06T15:32:34.000+0000,(519)332-4417,,timl@financialconsulting.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgb5KYAQ,False,,22858537,0030A0000029Ya2QAE,0010A000002vxyLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:27:58.000+0000,False,False,005OH000004oiYEYAY,2025-10-06T15:27:58.000+0000,005OH000004oiYEYAY,2025-10-06T15:27:58.000+0000,005OH000004oiYEYAY,2025-10-06T15:27:58.000+0000,(519)759-5333,,kadunbar9@gmail.com,(888)810-8282,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgbyCYAQ,False,,22859442,0035o000005rN65AAE,0015o000006PBDhAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:41:11.000+0000,False,False,005OH000004oiYEYAY,2025-10-06T15:41:11.000+0000,005OH000004oiYEYAY,2025-10-06T15:41:11.000+0000,005OH000004oiYEYAY,2025-10-06T15:41:11.000+0000,(226)626-0502,,david.basnett@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgizdYAA,False,,22859152,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:37:09.000+0000,False,False,0055o000001NWfMAAW,2025-10-06T15:37:09.000+0000,0055o000001NWfMAAW,2025-10-06T15:37:10.000+0000,0055o000001NWfMAAW,2025-10-06T15:37:10.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgjFpYAI,False,,22860317,0030A0000080W1UQAU,0010A000008sz5MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:54:44.000+0000,False,False,005OH000005URvxYAG,2025-10-06T15:54:44.000+0000,005OH000005URvxYAG,2025-10-06T15:54:45.000+0000,005OH000005URvxYAG,2025-10-06T15:54:45.000+0000,(587)501-4862,,flora.tie7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cglavYAA,False,,22859441,0030A0000029ZoBQAU,0010A000002vz2UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:41:09.000+0000,False,False,005OH000005URvxYAG,2025-10-06T15:41:09.000+0000,005OH000005URvxYAG,2025-10-06T15:41:09.000+0000,005OH000005URvxYAG,2025-10-06T15:41:09.000+0000,(780)449-6292X240,,scott@kewcorp.ca,(780)467-3260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgmLnYAI,False,,22863292,0030A0000029lWsQAI,0010A000002w8gkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:39:50.000+0000,False,False,005OH000004pk06YAA,2025-10-06T16:39:50.000+0000,005OH000004pk06YAA,2025-10-06T16:39:50.000+0000,005OH000004pk06YAA,2025-10-06T16:39:50.000+0000,(416)240-9545,416-219-0222,joe@tailoredprotection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgmaDYAQ,False,,22859565,0035o000007ah1AAAQ,0015o000008HBQEAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:42:46.000+0000,False,False,005OH000005URvxYAG,2025-10-06T15:42:46.000+0000,005OH000005URvxYAG,2025-10-06T15:42:47.000+0000,005OH000005URvxYAG,2025-10-06T15:42:47.000+0000,(780)362-1741,,amanda@titanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgn6UYAQ,False,,22859670,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:44:23.000+0000,False,False,005OH000005URvxYAG,2025-10-06T15:44:23.000+0000,005OH000005URvxYAG,2025-10-06T15:44:23.000+0000,005OH000005URvxYAG,2025-10-06T15:44:23.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgnXuYAI,False,,22860692,0030A0000029eFLQAY,0010A000002w2e9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:00:39.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:00:39.000+0000,005OH000005URvxYAG,2025-10-06T16:00:39.000+0000,005OH000005URvxYAG,2025-10-06T16:00:39.000+0000,(780)707-0298,,patrick.gagnon@apexfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgqHIYAY,False,,22861047,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:05:51.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:05:51.000+0000,005OH000005URvxYAG,2025-10-06T16:05:51.000+0000,005OH000005URvxYAG,2025-10-06T16:05:51.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgqKVYAY,False,,22860462,0030A0000029g8eQAA,0010A000002w4CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:56:53.000+0000,False,False,005OH000005URvxYAG,2025-10-06T15:56:53.000+0000,005OH000005URvxYAG,2025-10-06T15:56:54.000+0000,005OH000005URvxYAG,2025-10-06T15:56:54.000+0000,(780)433-0444,(780) 289-7862,shelley@sheltryn.ca,(866)403-6889,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgqdrYAA,False,,22861161,0030A0000029Y2cQAE,0010A000002vxYKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:07:34.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:07:34.000+0000,005OH000005URvxYAG,2025-10-06T16:07:34.000+0000,005OH000005URvxYAG,2025-10-06T16:07:34.000+0000,(780)702-0344X104,,tom@lifeguidefinancial.com,(780)702-0523,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgqvbYAA,False,,22860232,0030A0000029agMQAQ,0010A000002vzlUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:53:26.000+0000,False,False,005OH000004oiYEYAY,2025-10-06T15:53:26.000+0000,005OH000004oiYEYAY,2025-10-06T15:53:26.000+0000,005OH000004oiYEYAY,2025-10-06T15:53:26.000+0000,(905)248-4846,NIS,darcey@sorrellinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgs4XYAQ,False,,22860260,0030A0000029mB1QAI,0010A000002w9BDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:53:54.000+0000,False,False,005OH000005URvxYAG,2025-10-06T15:53:54.000+0000,005OH000005URvxYAG,2025-10-06T15:53:54.000+0000,005OH000005URvxYAG,2025-10-06T15:53:54.000+0000,(780)456-4976,,olivia@telusplanet.net,(780)456-8348,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgsCkYAI,False,,22862463,0030A0000029ZqgQAE,0010A000002vz4gQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:27:17.000+0000,False,False,0055o000001NWfMAAW,2025-10-06T16:27:17.000+0000,0055o000001NWfMAAW,2025-10-06T16:27:17.000+0000,0055o000001NWfMAAW,2025-10-06T16:27:17.000+0000,(416)278-2308,(416) 278-2308,sangzx@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgsisYAA,False,,22860535,0030A0000029aDnQAI,0010A000002vzQLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T15:58:04.000+0000,False,False,005OH000005URvxYAG,2025-10-06T15:58:04.000+0000,005OH000005URvxYAG,2025-10-06T15:58:05.000+0000,005OH000005URvxYAG,2025-10-06T15:58:05.000+0000,(780)906-5487,,dawn@redsealfinancial.com,(780)669-3723,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgtS2YAI,False,,22861255,0030A0000029Z3KQAU,0010A000002vyOPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:08:50.000+0000,False,False,0055o000001h4cFAAQ,2025-10-06T16:08:50.000+0000,0055o000001h4cFAAQ,2025-10-06T16:08:51.000+0000,0055o000001h4cFAAQ,2025-10-06T16:08:51.000+0000,(204)793-5550,,info@curias.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgv8sYAA,False,,22860801,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:02:13.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:02:13.000+0000,005OH000005URvxYAG,2025-10-06T16:02:14.000+0000,005OH000005URvxYAG,2025-10-06T16:02:14.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgvCEYAY,False,,22862859,0030A0000029mPsQAI,0010A000002w9PgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:33:06.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:33:06.000+0000,005OH000005URvxYAG,2025-10-06T16:33:06.000+0000,005OH000005URvxYAG,2025-10-06T16:33:06.000+0000,(867)334-9411,,pierre@ykfinancialbrokers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgvnHYAQ,False,,22864707,0030A0000029gAIQAY,0010A000002w4EEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:01:19.000+0000,False,False,005OH000005URvxYAG,2025-10-06T17:01:19.000+0000,005OH000005URvxYAG,2025-10-06T17:01:19.000+0000,005OH000005URvxYAG,2025-10-06T17:01:19.000+0000,(780)431-0527,(780) 695-7139,vilma.masilione@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgxYuYAI,False,,22861679,0030A0000029gbzQAA,0010A000002w4c5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:15:13.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:15:13.000+0000,005OH000005URvxYAG,2025-10-06T16:15:13.000+0000,005OH000005URvxYAG,2025-10-06T16:15:13.000+0000,(780)806-3097,,roxanne@cfspsc.ca,(780)842-5480,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cgyRhYAI,False,,22860943,003OH000004yGAuYAM,001OH000006KBwlYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:04:31.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:04:31.000+0000,005OH000005URvxYAG,2025-10-06T16:04:31.000+0000,005OH000005URvxYAG,2025-10-06T16:04:31.000+0000,(780)460-4327,,todd@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ch1ZKYAY,False,,22861901,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:19:01.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:19:01.000+0000,005OH000005URvxYAG,2025-10-06T16:19:01.000+0000,005OH000005URvxYAG,2025-10-06T16:19:01.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ch2DhYAI,False,,22866028,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:21:24.000+0000,False,False,005OH000005URvxYAG,2025-10-06T17:21:24.000+0000,005OH000005URvxYAG,2025-10-06T17:21:24.000+0000,005OH000005URvxYAG,2025-10-06T17:21:24.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ch4k2YAA,False,,22861913,003G000001M8aGLIAZ,0010A000002wSY0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:19:11.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T16:19:11.000+0000,0050A000001o2WeQAI,2025-10-06T16:19:11.000+0000,0050A000001o2WeQAI,2025-10-06T16:19:11.000+0000,(902) 223-3334,,nick@newgroundfinancial.com,(902) 429-3141,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ch6x7YAA,False,,22861644,003OH00000QGZ1NYAX,001OH00000VxLpvYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:14:46.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T16:14:46.000+0000,005OH000007fgYjYAI,2025-10-06T16:14:47.000+0000,005OH000007fgYjYAI,2025-10-06T16:14:47.000+0000,(438)496-5080,,emilie.dionne@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ch9i5YAA,False,,22862036,003OH00000IL8LCYA1,001OH00000MWbPlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:20:46.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:20:46.000+0000,005OH000005URvxYAG,2025-10-06T16:20:46.000+0000,005OH000005URvxYAG,2025-10-06T16:20:46.000+0000,(780)618-6329,,tom.plocica@ts-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chAO3YAM,False,,22864076,0030A0000029lWsQAI,0010A000002w8gkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:52:19.000+0000,False,False,005OH000004pk06YAA,2025-10-06T16:52:19.000+0000,005OH000004pk06YAA,2025-10-06T16:52:19.000+0000,005OH000004pk06YAA,2025-10-06T16:52:19.000+0000,(416)240-9545,416-219-0222,joe@tailoredprotection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chC9kYAE,False,,22865736,0030A0000029gzTQAQ,0010A000002w4vhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:17:13.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T17:17:13.000+0000,0050A000001o2WeQAI,2025-10-06T17:17:13.000+0000,0050A000001o2WeQAI,2025-10-06T17:17:13.000+0000,(902)835-4511,,shawn@evangelinewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chCXvYAM,False,,22864956,0030A0000029Yz3QAE,0010A000002vyKmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:05:17.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T17:05:17.000+0000,005OH000007fgYjYAI,2025-10-06T17:05:17.000+0000,005OH000007fgYjYAI,2025-10-06T17:05:17.000+0000,(450)752-2224,,martinhoude@videotron.ca,(450)932-6300,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chDVeYAM,False,,22864635,0030A0000029atNQAQ,0010A000002vzx3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:00:13.000+0000,False,False,005OH0000084GETYA2,2025-10-06T17:00:13.000+0000,005OH0000084GETYA2,2025-10-06T17:00:13.000+0000,005OH0000084GETYA2,2025-10-06T17:00:13.000+0000,(905)308-0909,,roger@banksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chEugYAE,False,,22862806,0030A0000029UysQAE,0010A000002vv1XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:32:13.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T16:32:13.000+0000,0050A000001o2WeQAI,2025-10-06T16:32:14.000+0000,0050A000001o2WeQAI,2025-10-06T16:32:14.000+0000,(709)739-5315,(709) 727-6465,andrew.marshall@ig.ca,(709)739-4372,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chFltYAE,False,,22862754,003OH00000EJeHvYAL,001OH00000I0L0ZYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:31:27.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:31:27.000+0000,005OH000005URvxYAG,2025-10-06T16:31:28.000+0000,005OH000005URvxYAG,2025-10-06T16:31:28.000+0000,(780)781-8909,,shrey.kothari@visioncu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chGIAYA2,False,,22863353,0030A0000029eHIQAY,0010A000002w2g6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:40:36.000+0000,False,False,005OH000004pk06YAA,2025-10-06T16:40:36.000+0000,005OH000004pk06YAA,2025-10-06T16:40:36.000+0000,005OH000004pk06YAA,2025-10-06T16:40:36.000+0000,(416)436-2268,,ginostirpe@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chJ6PYAU,False,,22867288,003OH00000T5JJ6YAN,001OH00000ZPgvxYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:40:02.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T17:40:02.000+0000,005OH000007fgYjYAI,2025-10-06T17:40:03.000+0000,005OH000007fgYjYAI,2025-10-06T17:40:03.000+0000,(450)973-8222,,mihai@gestionlv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chJG5YAM,False,,22865595,003OH00000OvEZuYAN,0015o000007XUGzAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:15:06.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T17:15:06.000+0000,005OH000006owoYYAQ,2025-10-06T17:15:06.000+0000,005OH000006owoYYAQ,2025-10-06T17:15:06.000+0000,,7808610352,joem.weinkauff@brighterhorizon.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chL1mYAE,False,,22865821,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:18:24.000+0000,False,False,005OH000005URvxYAG,2025-10-06T17:18:24.000+0000,005OH000005URvxYAG,2025-10-06T17:18:24.000+0000,005OH000005URvxYAG,2025-10-06T17:18:24.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chM7SYAU,False,,22863820,0030A000006IStHQAW,0010A0000073VcqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:48:11.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T16:48:11.000+0000,005OH000006owoYYAQ,2025-10-06T16:48:11.000+0000,005OH000006owoYYAQ,2025-10-06T16:48:11.000+0000,(306)986-1357,(306) 381-4004,jbristow@bmabenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chPWjYAM,False,,22863825,0030A0000029f1MQAQ,0010A000002w3FRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T16:48:15.000+0000,False,False,005OH000005URvxYAG,2025-10-06T16:48:15.000+0000,005OH000005URvxYAG,2025-10-06T16:48:16.000+0000,005OH000005URvxYAG,2025-10-06T16:48:16.000+0000,(780)458-7404,,tshelemey@shelemey.com,(780)460-7802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chRC1YAM,False,,22866379,0030A0000029cWdQAI,0010A000002w1DwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:26:30.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T17:26:30.000+0000,0050A000001o2WeQAI,2025-10-06T17:26:31.000+0000,0050A000001o2WeQAI,2025-10-06T17:26:31.000+0000,(506)777-3325,,dominic@roybyrns.com,(506)858-8093,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chSpdYAE,False,,22865364,0030A0000029Z8ZQAU,0010A000002vyT0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:11:55.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T17:11:55.000+0000,0050A000001o2WeQAI,2025-10-06T17:11:56.000+0000,0050A000001o2WeQAI,2025-10-06T17:11:56.000+0000,(519)669-1631,902-940-0571,craig.dougan@pib.com,(519)669-1923,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chSzJYAU,False,,22865906,0030A000007VYUqQAO,0010A000008NRJfQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:19:31.000+0000,False,False,005OH000005URvxYAG,2025-10-06T17:19:31.000+0000,005OH000005URvxYAG,2025-10-06T17:19:31.000+0000,005OH000005URvxYAG,2025-10-06T17:19:31.000+0000,(780)994-2824,,liezel@zaratefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chUxrYAE,False,,22867645,0030A0000029oQ2QAI,0010A000002wB4BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:45:27.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T17:45:27.000+0000,005OH000006owoYYAQ,2025-10-06T17:45:27.000+0000,005OH000006owoYYAQ,2025-10-06T17:45:27.000+0000,(306)956-5215,,,(306)956-5252,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chV4RYAU,False,,22869920,003OH00000MFQvCYAX,001OH00000R27KRYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:19:15.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T18:19:15.000+0000,0050A000001o2WeQAI,2025-10-06T18:19:15.000+0000,0050A000001o2WeQAI,2025-10-06T18:19:15.000+0000,(647)999-3933,,angelo.mantzios@tfsg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chVFeYAM,False,,22866200,003G0000018f6roIAA,0010A000002wOtYQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:23:54.000+0000,False,False,005OH00000245ROYAY,2025-10-06T17:23:54.000+0000,005OH00000245ROYAY,2025-10-06T17:23:54.000+0000,005OH00000245ROYAY,2025-10-06T17:23:54.000+0000,(877)745-7792,(877) 745-7792 ext. 101,adam@yesmoney.ca,(877)745-7792,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chXhCYAU,False,,22864876,003G0000018f7HqIAI,0010A000002wPN7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:04:06.000+0000,False,False,0055o000002KxmIAAS,2025-10-06T17:04:06.000+0000,0055o000002KxmIAAS,2025-10-06T17:04:06.000+0000,0055o000002KxmIAAS,2025-10-06T17:04:06.000+0000,(519)476-5225,,john@johnmhlewis.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chYVCYA2,False,,22865076,003G0000018f6UcIAI,0010A000002wORJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:07:38.000+0000,False,False,0055o000001fOwHAAU,2025-10-06T17:07:38.000+0000,0055o000001fOwHAAU,2025-10-06T17:07:39.000+0000,0055o000001fOwHAAU,2025-10-06T17:07:39.000+0000,(416)552-5466,(416) 931-5266,derek.reckin@yorkstreetfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chZ34YAE,False,,22865999,003G0000018f7EOIAY,0010A000002wPJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:21:03.000+0000,False,False,005OH00000AdAzSYAV,2025-10-06T17:21:03.000+0000,005OH00000AdAzSYAV,2025-10-06T17:21:04.000+0000,005OH00000AdAzSYAV,2025-10-06T17:21:04.000+0000,(905)517-9117,(905) 517-9117,teresa@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chZnuYAE,False,,22868382,003G0000018f7MBIAY,0010A000002wPRrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:56:37.000+0000,False,False,005OH00000AdAzSYAV,2025-10-06T17:56:37.000+0000,005OH00000AdAzSYAV,2025-10-06T17:56:37.000+0000,005OH00000AdAzSYAV,2025-10-06T17:56:37.000+0000,(519)396-7224,,heather@harveyfinancialsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chb02YAA,False,,22865516,0035o000006av2AAAQ,0015o0000079taTAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:13:57.000+0000,False,False,005OH00000245ROYAY,2025-10-06T17:13:57.000+0000,005OH00000245ROYAY,2025-10-06T17:13:57.000+0000,005OH00000245ROYAY,2025-10-06T17:13:57.000+0000,(519)978-9600,,jason@matthewwealthmanagement.com,(519)978-9613,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chb86YAA,False,,22865169,003G0000018f6nQIAQ,0010A000002wOpAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:09:01.000+0000,False,False,0055o000002KxmIAAS,2025-10-06T17:09:01.000+0000,0055o000002KxmIAAS,2025-10-06T17:09:02.000+0000,0055o000002KxmIAAS,2025-10-06T17:09:02.000+0000,(519)728-9431,(519) 818-5128,moejr@momayu.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chbsrYAA,False,,22865254,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:10:19.000+0000,False,False,005OH000005URvxYAG,2025-10-06T17:10:19.000+0000,005OH000005URvxYAG,2025-10-06T17:10:20.000+0000,005OH000005URvxYAG,2025-10-06T17:10:20.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chbsuYAA,False,,22866777,0030A0000029b3dQAA,0010A000002w061QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:32:19.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T17:32:19.000+0000,0050A000001o2WeQAI,2025-10-06T17:32:19.000+0000,0050A000001o2WeQAI,2025-10-06T17:32:19.000+0000,(902)830-5757,,teddymaclean@eastlink.ca,(902)405-2000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chc4BYAQ,False,,22865955,003OH00000KJKkOYAX,001OH00000OnU7GYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:20:20.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T17:20:20.000+0000,0050A000001o2WeQAI,2025-10-06T17:20:20.000+0000,0050A000001o2WeQAI,2025-10-06T17:20:20.000+0000,(902)454-2479,,chelsey.connell@ipcc.ca,(902)468-9595,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chd8IYAQ,False,,22865888,003OH00000KJKkOYAX,001OH00000OnU7GYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:19:16.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T17:19:16.000+0000,0050A000001o2WeQAI,2025-10-06T17:19:16.000+0000,0050A000001o2WeQAI,2025-10-06T17:19:16.000+0000,(902)454-2479,,chelsey.connell@ipcc.ca,(902)468-9595,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cheabYAA,False,,22865559,0030A0000029Z8ZQAU,0010A000002vyT0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:14:33.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T17:14:33.000+0000,0050A000001o2WeQAI,2025-10-06T17:14:33.000+0000,0050A000001o2WeQAI,2025-10-06T17:14:33.000+0000,(519)669-1631,902-940-0571,craig.dougan@pib.com,(519)669-1923,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cheqnYAA,False,,22867964,0030A000004wunXQAQ,0010A000005iR3KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:50:13.000+0000,False,False,005OH00000AdAzSYAV,2025-10-06T17:50:13.000+0000,005OH00000AdAzSYAV,2025-10-06T17:50:14.000+0000,005OH00000AdAzSYAV,2025-10-06T17:50:14.000+0000,(905)480-0344,(905) 741-1716,sashia@atfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chesNYAQ,False,,22865684,0030A0000029iQRQAY,0010A000002w69sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:16:23.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T17:16:23.000+0000,005OH000007fgYjYAI,2025-10-06T17:16:24.000+0000,005OH000007fgYjYAI,2025-10-06T17:16:24.000+0000,(438)340-0646,(514) 463-8416,smarquis@lussier.co,(450)923-4081,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chfACYAY,False,,22869501,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:13:24.000+0000,False,False,0050A000000Hq5PQAS,2025-10-06T18:13:24.000+0000,0050A000000Hq5PQAS,2025-10-06T19:36:39.000+0000,0050A000000Hq5PQAS,2025-10-06T19:36:39.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chfjfYAA,False,,22870632,0035o000007ERP3AAO,0015o000007uk7UAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:29:10.000+0000,False,False,005OH000004pk06YAA,2025-10-06T18:29:10.000+0000,005OH000004pk06YAA,2025-10-06T18:29:10.000+0000,005OH000004pk06YAA,2025-10-06T18:29:10.000+0000,(905)979-9676,,insurance@sonnymartin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chgm9YAA,False,,22869190,0030A0000029ergQAA,0010A000002w36eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:08:18.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:08:18.000+0000,0050A000000XQhmQAG,2025-10-06T18:08:18.000+0000,0050A000000XQhmQAG,2025-10-06T18:08:18.000+0000,(709)781-0575,,alf@barrettfinancialservices.ca,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chgz2YAA,False,,22867144,0030A0000029kS1QAI,0010A000002w7nbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:38:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-06T17:38:19.000+0000,005OH000004oiYEYAY,2025-10-06T17:38:20.000+0000,005OH000004oiYEYAY,2025-10-06T17:38:20.000+0000,(519)342-6322,,georgeisley@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chhIMYAY,False,,22866332,003G0000018f7NVIAY,0010A000002wPTAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:25:49.000+0000,False,False,005OH00000AdAzSYAV,2025-10-06T17:25:49.000+0000,005OH00000AdAzSYAV,2025-10-06T17:25:49.000+0000,005OH00000AdAzSYAV,2025-10-06T17:25:49.000+0000,(905)662-2424,,gary@truvisionfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chhrqYAA,False,,22868471,0035o000007ERP3AAO,0015o000007uk7UAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:57:58.000+0000,False,False,005OH000004pk06YAA,2025-10-06T17:57:58.000+0000,005OH000004pk06YAA,2025-10-06T17:57:58.000+0000,005OH000004pk06YAA,2025-10-06T17:57:58.000+0000,(905)979-9676,,insurance@sonnymartin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chj4AYAQ,False,,22870080,003G0000018f6q4IAA,0010A000002wOrnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:21:24.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:21:24.000+0000,0050A000000XQhmQAG,2025-10-06T18:21:25.000+0000,0050A000000XQhmQAG,2025-10-06T18:21:25.000+0000,(506)457-4444X1,(506) 471-6693,michael.haggerty@lsfg.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chjNPYAY,False,,22866817,0030A0000029dWgQAI,0010A000002w22SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:33:01.000+0000,False,False,005OH00000AdAzSYAV,2025-10-06T17:33:01.000+0000,005OH00000AdAzSYAV,2025-10-06T17:33:01.000+0000,005OH00000AdAzSYAV,2025-10-06T17:33:01.000+0000,(905)336-3939,,rick@rwbfinancial.ca,(905)336-9009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chmTOYAY,False,,22869953,0030A000007A5X8QAK,0010A00000815pRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:19:40.000+0000,False,False,0050A000000Hq5PQAS,2025-10-06T18:19:40.000+0000,0050A000000Hq5PQAS,2025-10-06T18:19:41.000+0000,0050A000000Hq5PQAS,2025-10-06T18:19:41.000+0000,(905)831-3600X4220,(647) 545-8575,tristan.martin@bulwarkfc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chnqnYAA,False,,22866601,0030A0000029p7EQAQ,0010A000002wBe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:29:38.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T17:29:38.000+0000,005OH000006owoYYAQ,2025-10-06T17:29:39.000+0000,005OH000006owoYYAQ,2025-10-06T17:29:39.000+0000,(306)955-2004,(306) 220-2856,k-lee-2011@hotmail.com,(306)934-7004,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000choV8YAI,False,,22866712,0030A0000029gTyQAI,0010A000002w4WEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:31:22.000+0000,False,False,005OH000003ds0PYAQ,2025-10-06T17:31:22.000+0000,005OH000003ds0PYAQ,2025-10-06T17:31:23.000+0000,005OH000003ds0PYAQ,2025-10-06T17:31:23.000+0000,(613)224-6561,,kevin@potvinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chomrYAA,False,,22866725,0030A0000029plKQAQ,0010A000002wC8hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:31:37.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T17:31:37.000+0000,005OH000006owoYYAQ,2025-10-06T17:31:37.000+0000,005OH000006owoYYAQ,2025-10-06T17:31:37.000+0000,(306)842-4628,,,(866)587-0074,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chooTYAQ,False,,22866726,003G0000018f6ZOIAY,0010A000002wOWTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:31:38.000+0000,False,False,005OH00000245ROYAY,2025-10-06T17:31:38.000+0000,005OH00000245ROYAY,2025-10-06T17:31:38.000+0000,005OH00000245ROYAY,2025-10-06T17:31:38.000+0000,(519)996-5203,(519) 996-5203,al@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chpcTYAQ,False,,22866802,003OH00000SCZGRYA5,001OH00000YKM92YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:32:41.000+0000,False,False,005OH000003ds0PYAQ,2025-10-06T17:32:41.000+0000,005OH000003ds0PYAQ,2025-10-06T17:32:41.000+0000,005OH000003ds0PYAQ,2025-10-06T17:32:41.000+0000,(905)462-6989,,lynn@turnstonewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chpixYAA,False,,22867568,003G0000018f6ZOIAY,0010A000002wOWTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:44:22.000+0000,False,False,005OH00000245ROYAY,2025-10-06T17:44:22.000+0000,005OH00000245ROYAY,2025-10-06T17:44:22.000+0000,005OH00000245ROYAY,2025-10-06T17:44:22.000+0000,(519)996-5203,(519) 996-5203,al@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chr1eYAA,False,,22867667,0030A0000029X1lQAE,0010A000002vwgyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:45:42.000+0000,False,False,005OH000004oiYEYAY,2025-10-06T17:45:42.000+0000,005OH000004oiYEYAY,2025-10-06T17:45:42.000+0000,005OH000004oiYEYAY,2025-10-06T17:45:42.000+0000,(519)655-2700,,andrew.raymer@iaprivatewealth.ca,(877)783-2701,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chrchYAA,False,,22867399,0030A0000029phiQAA,0010A000002wC5jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:41:58.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T17:41:58.000+0000,005OH000006owoYYAQ,2025-10-06T17:41:59.000+0000,005OH000006owoYYAQ,2025-10-06T17:41:59.000+0000,(306)547-5462,(306) 547-7492,bodnar.jadc@sasktel.net,(306)547-5462,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chsaNYAQ,False,,22867451,0030A0000029oPRQAY,0010A000002wB3kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:42:49.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T17:42:49.000+0000,0050A000001o2WeQAI,2025-10-06T17:42:50.000+0000,0050A000001o2WeQAI,2025-10-06T17:42:50.000+0000,(506)443-7761,(506) 447-0556,lydial@lydialapointe.com,(506)458-1154,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cht8GYAQ,False,,22868770,003G0000018f6RVIAY,0010A000002wONqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:02:27.000+0000,False,False,0050A000000Hq5PQAS,2025-10-06T18:02:27.000+0000,0050A000000Hq5PQAS,2025-10-06T18:02:27.000+0000,0050A000000Hq5PQAS,2025-10-06T18:02:27.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cht9sYAA,False,,22868218,0035o000007ERP3AAO,0015o000007uk7UAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:54:03.000+0000,False,False,005OH000004pk06YAA,2025-10-06T17:54:03.000+0000,005OH000004pk06YAA,2025-10-06T17:54:04.000+0000,005OH000004pk06YAA,2025-10-06T17:54:04.000+0000,(905)979-9676,,insurance@sonnymartin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chtplYAA,False,,22867308,0030A00000BMwdxQAD,0010A00000BxN8cQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:40:25.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T17:40:25.000+0000,0050A000001o2WeQAI,2025-10-06T17:40:26.000+0000,0050A000001o2WeQAI,2025-10-06T17:40:26.000+0000,(506)622-0016,,gormanj@nbnet.nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chtrPYAQ,False,,22868068,0030A0000029Zl0QAE,0010A000002vyzYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:51:45.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T17:51:45.000+0000,005OH000006owoYYAQ,2025-10-06T17:51:45.000+0000,005OH000006owoYYAQ,2025-10-06T17:51:45.000+0000,(306)825-8118,,leanne.arden@synergycu.ca,(306)825-7117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chucAYAQ,False,,22868518,003OH00000DbRLFYA3,001OH00000HETMzYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:58:35.000+0000,False,False,005OH000004oiYEYAY,2025-10-06T17:58:35.000+0000,005OH000004oiYEYAY,2025-10-06T17:58:36.000+0000,005OH000004oiYEYAY,2025-10-06T17:58:36.000+0000,(519)247-3210,,jennifer@kettlewell.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chw2rYAA,False,,22867562,003G0000018f6gJIAQ,0010A000002wOeKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:44:19.000+0000,False,False,005OH00000AdAzSYAV,2025-10-06T17:44:19.000+0000,005OH00000AdAzSYAV,2025-10-06T17:44:19.000+0000,005OH00000AdAzSYAV,2025-10-06T17:44:19.000+0000,(519)249-1200,(519) 575-0859,steve@stevemantione.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chxwhYAA,False,,22868807,003G0000018f6RNIAY,0010A000002wONiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:02:59.000+0000,False,False,0055o000001h4cFAAQ,2025-10-06T18:02:59.000+0000,0055o000001h4cFAAQ,2025-10-06T18:02:59.000+0000,0055o000001h4cFAAQ,2025-10-06T18:02:59.000+0000,(204)953-1665,(204) 981-1445,gregg@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chyaxYAA,False,,22868656,003G000001udmq0IAA,0010A000002wT3TQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:00:52.000+0000,False,False,005OH00000245ROYAY,2025-10-06T18:00:52.000+0000,005OH00000245ROYAY,2025-10-06T18:00:53.000+0000,005OH00000245ROYAY,2025-10-06T18:00:53.000+0000,(519)979-8559,,andrew@bonato.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chysfYAA,False,,22867890,0030A0000029a4PQAQ,0010A000002vzI5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:49:16.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T17:49:16.000+0000,005OH000006owoYYAQ,2025-10-06T17:49:16.000+0000,005OH000006owoYYAQ,2025-10-06T17:49:16.000+0000,(306)651-4257,,brent.misener@raymondjames.ca,(306)651-4299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chz5aYAA,False,,22868497,0035o000004YjBQAA0,0015o0000057VbqAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:58:19.000+0000,False,False,005OH00000245ROYAY,2025-10-06T17:58:19.000+0000,005OH00000245ROYAY,2025-10-06T17:58:19.000+0000,005OH00000245ROYAY,2025-10-06T17:58:19.000+0000,(226)402-0735,,andre@barillandcompany.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000chzomYAA,False,,22870282,0030A000008UU5aQAG,0010A000009OfevQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:24:00.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:24:00.000+0000,0050A000000XQhmQAG,2025-10-06T18:24:00.000+0000,0050A000000XQhmQAG,2025-10-06T18:24:00.000+0000,(506)634-7300,(506) 440-3876,travis.branscombe@lsfg.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci0ssYAA,False,,22868214,0030A0000029nDZQAY,0010A000002wA6hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:54:01.000+0000,False,False,005OH000004oiYEYAY,2025-10-06T17:54:01.000+0000,005OH000004oiYEYAY,2025-10-06T17:54:02.000+0000,005OH000004oiYEYAY,2025-10-06T17:54:02.000+0000,(519)451-4655,,katherine.childerhose@edwardjones.com,(877)314-6591,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci2ZoYAI,False,,22871849,003G0000018f6RVIAY,0010A000002wONqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:49:08.000+0000,False,False,0050A000000Hq5PQAS,2025-10-06T18:49:08.000+0000,0050A000000Hq5PQAS,2025-10-06T18:49:08.000+0000,0050A000000Hq5PQAS,2025-10-06T18:49:08.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci2rRYAQ,False,,22868364,003G0000018f7BjIAI,0010A000002wPFhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T17:56:22.000+0000,False,False,005OH00000245ROYAY,2025-10-06T17:56:22.000+0000,005OH00000245ROYAY,2025-10-06T17:56:23.000+0000,005OH00000245ROYAY,2025-10-06T17:56:23.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci3vdYAA,False,,22874046,0030A0000029W5XQAU,0010A000002vvw0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:25:19.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T19:25:19.000+0000,005OH000006owoYYAQ,2025-10-06T19:25:19.000+0000,005OH000006owoYYAQ,2025-10-06T19:25:19.000+0000,(306)665-4555,,bstrelioff@assante.com,(306)665-3357,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci3ypYAA,False,,22869115,0030A000009OZO3QAO,0010A00000AQhNWQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:07:14.000+0000,False,False,005OH000003ds0PYAQ,2025-10-06T18:07:14.000+0000,005OH000003ds0PYAQ,2025-10-06T18:07:14.000+0000,005OH000003ds0PYAQ,2025-10-06T18:07:14.000+0000,(705)674-1342,,jason.bissonnette@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci4OiYAI,False,,22872987,0030A0000029ddwQAA,0010A000002w27mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:08:43.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T19:08:43.000+0000,0050A000001o2WeQAI,2025-10-06T19:08:43.000+0000,0050A000001o2WeQAI,2025-10-06T19:08:43.000+0000,(416)915-3460,4167700985,nlandry@bflcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci5JEYAY,False,,22873585,0030A0000029Un6QAE,0010A000002vuqjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:18:08.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T19:18:08.000+0000,0050A000000XQhmQAG,2025-10-06T19:18:08.000+0000,0050A000000XQhmQAG,2025-10-06T19:18:08.000+0000,(709)739-1060,,danny.whalen@cufm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci5ffYAA,False,,22869039,0030A0000029pQgQAI,0010A000002wBsyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:06:04.000+0000,False,False,005OH000003ds0PYAQ,2025-10-06T18:06:04.000+0000,005OH000003ds0PYAQ,2025-10-06T18:06:04.000+0000,005OH000003ds0PYAQ,2025-10-06T18:06:04.000+0000,(905)665-1962,,mustang82l@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci5yzYAA,False,,22868718,003OH00000Ewfu5YAB,001OH00000Ii0oTYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:01:43.000+0000,False,False,005OH000004oiYEYAY,2025-10-06T18:01:43.000+0000,005OH000004oiYEYAY,2025-10-06T18:01:43.000+0000,005OH000004oiYEYAY,2025-10-06T18:01:43.000+0000,(519)326-4536X108,x108,luis@torresfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci6VLYAY,False,,22870179,0030A000008UU5aQAG,0010A000009OfevQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:22:41.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:22:41.000+0000,0050A000000XQhmQAG,2025-10-06T18:22:42.000+0000,0050A000000XQhmQAG,2025-10-06T18:22:42.000+0000,(506)634-7300,(506) 440-3876,travis.branscombe@lsfg.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci6qHYAQ,False,,22870280,003G0000018f6jwIAA,0010A000002wOlgQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:23:59.000+0000,False,False,0050A000000Hq5PQAS,2025-10-06T18:23:59.000+0000,0050A000000Hq5PQAS,2025-10-06T18:24:00.000+0000,0050A000000Hq5PQAS,2025-10-06T18:24:00.000+0000,(437)881-6911,(416) 816-7185,rick.bains@rockwoodfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ci8s1YAA,False,,22869081,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:06:45.000+0000,False,False,0050A000000Hq5PQAS,2025-10-06T18:06:45.000+0000,0050A000000Hq5PQAS,2025-10-06T18:06:46.000+0000,0050A000000Hq5PQAS,2025-10-06T18:06:46.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciAaTYAU,False,,22869246,0030A0000029YZMQA2,0010A000002vxxuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:09:14.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:09:14.000+0000,0050A000000XQhmQAG,2025-10-06T18:09:14.000+0000,0050A000000XQhmQAG,2025-10-06T18:09:14.000+0000,(709)691-2161,,amhagan9@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciAyfYAE,False,,22869288,003G0000018f7EQIAY,0010A000002wPJDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:09:54.000+0000,False,False,0050A000000Hq5PQAS,2025-10-06T18:09:54.000+0000,0050A000000Hq5PQAS,2025-10-06T18:09:54.000+0000,0050A000000Hq5PQAS,2025-10-06T18:09:54.000+0000,(647)827-1172,(905) 233-4156,ed@edjfinancial.ca,(647)827-1172,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciB0HYAU,False,,22869292,0030A0000029YZMQA2,0010A000002vxxuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:09:56.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:09:56.000+0000,0050A000000XQhmQAG,2025-10-06T18:09:57.000+0000,0050A000000XQhmQAG,2025-10-06T18:09:57.000+0000,(709)691-2161,,amhagan9@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciBY9YAM,False,,22869340,003OH00000TNCj1YAH,001OH00000Zm0YGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:10:33.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T18:10:33.000+0000,0050A000001o2WeQAI,2025-10-06T18:10:34.000+0000,0050A000001o2WeQAI,2025-10-06T18:10:34.000+0000,(902)786-7469,,shay.moudahi@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciCu5YAE,False,,22872774,0030A0000029pLDQAY,0010A000002wBoiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:04:51.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T19:04:51.000+0000,0050A000000XQhmQAG,2025-10-06T19:04:51.000+0000,0050A000000XQhmQAG,2025-10-06T19:04:51.000+0000,(709)778-2399,,cgrimes@callegrow.com,(709)722-4837,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciFojYAE,False,,22873322,003OH00000ObVINYA3,001OH00000Tv8Y4YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:13:41.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T19:13:41.000+0000,0050A000000XQhmQAG,2025-10-06T19:13:42.000+0000,0050A000000XQhmQAG,2025-10-06T19:13:42.000+0000,(709)726-6991,,curtis.porter@shortfinancial.ca,(709)726-6999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciGfwYAE,False,,22871474,0030A0000029gVVQAY,0010A000002w4X7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:42:35.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:42:35.000+0000,0050A000000XQhmQAG,2025-10-06T18:42:35.000+0000,0050A000000XQhmQAG,2025-10-06T18:42:35.000+0000,(709)727-2961,,brad@lifestageswealthmanagement.ca,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciHAXYA2,False,,22870097,0031600002WuRFbAAN,0010A000002wO8ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:21:38.000+0000,False,False,0050A000000Hq5PQAS,2025-10-06T18:21:38.000+0000,0050A000000Hq5PQAS,2025-10-06T18:21:39.000+0000,0050A000000Hq5PQAS,2025-10-06T18:21:39.000+0000,(905)767-2964X102,(416) 880-2127,amar@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciIxrYAE,False,,22871767,003G0000018f6RVIAY,0010A000002wONqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:47:45.000+0000,False,False,0050A000000Hq5PQAS,2025-10-06T18:47:45.000+0000,0050A000000Hq5PQAS,2025-10-06T18:47:46.000+0000,0050A000000Hq5PQAS,2025-10-06T18:47:46.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciJaaYAE,False,,22871052,003G0000018f6rCIAQ,0010A000002wOswQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:35:33.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:35:33.000+0000,0050A000000XQhmQAG,2025-10-06T18:35:33.000+0000,0050A000000XQhmQAG,2025-10-06T18:35:33.000+0000,(709)237-3463,(709) 727-2192,craig@lundriganfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciKriYAE,False,,22874462,003OH00000GKl4tYAD,001OH00000KHJ63YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:31:47.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:31:47.000+0000,005OH000004Ir1xYAC,2025-10-06T19:31:47.000+0000,005OH000004Ir1xYAC,2025-10-06T19:31:47.000+0000,(306)914-6519,,yuxxfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciLUIYA2,False,,22870956,003G0000018f6rCIAQ,0010A000002wOswQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:34:05.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:34:05.000+0000,0050A000000XQhmQAG,2025-10-06T18:34:05.000+0000,0050A000000XQhmQAG,2025-10-06T18:34:05.000+0000,(709)237-3463,(709) 727-2192,craig@lundriganfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciMAFYA2,False,,22871185,003OH00000VeEDqYAN,001OH00000cbImeYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:37:40.000+0000,False,False,005G0000002gyDJIAY,2025-10-06T18:37:40.000+0000,005G0000002gyDJIAY,2025-10-06T18:37:40.000+0000,005G0000002gyDJIAY,2025-10-06T18:37:40.000+0000,(403)253-4840,,alan.kovacevic@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciNW7YAM,False,,22871851,003OH00000APrMnYAL,001OH00000CbGJtYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:49:10.000+0000,False,False,0055o000002KxmIAAS,2025-10-06T18:49:10.000+0000,0055o000002KxmIAAS,2025-10-06T18:49:10.000+0000,0055o000002KxmIAAS,2025-10-06T18:49:10.000+0000,(519)743-5404,2267897988,liam@yourlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciR9tYAE,False,,22871267,0030A0000029mOdQAI,0010A000002w9ORQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:38:53.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:38:53.000+0000,0050A000000XQhmQAG,2025-10-06T18:38:54.000+0000,0050A000000XQhmQAG,2025-10-06T18:38:54.000+0000,(709)643-9280,,archlocke@nf.aibn.com,(709)643-9299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciRcwYAE,False,,22871838,003OH00000ViHkyYAF,001OH00000cgTSqYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:48:53.000+0000,False,False,005G0000002gyDJIAY,2025-10-06T18:48:53.000+0000,005G0000002gyDJIAY,2025-10-06T18:48:53.000+0000,005G0000002gyDJIAY,2025-10-06T18:48:53.000+0000,(306)501-5658,,yingcui@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciRppYAE,False,,22871355,0030A0000029Wx6QAE,0010A000002vwcJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:40:27.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:40:27.000+0000,0050A000000XQhmQAG,2025-10-06T18:40:28.000+0000,0050A000000XQhmQAG,2025-10-06T18:40:28.000+0000,(709)634-3338,(709) 640-0100,blair@harbourfinancialgroup.ca,(709)634-7760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciSSYYA2,False,,22872284,0030A0000029mMPQAY,0010A000002w9M8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:56:19.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T18:56:19.000+0000,0050A000001o2WeQAI,2025-10-06T18:56:19.000+0000,0050A000001o2WeQAI,2025-10-06T18:56:19.000+0000,(905)599-7050,,alaird@highviewfin.com,(866)590-8234,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciTGbYAM,False,,22872214,0031600002WuRFbAAN,0010A000002wO8ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:54:49.000+0000,False,False,0050A000000Hq5PQAS,2025-10-06T18:54:49.000+0000,0050A000000Hq5PQAS,2025-10-06T19:36:22.000+0000,0050A000000Hq5PQAS,2025-10-06T19:36:22.000+0000,(905)767-2964X102,(416) 880-2127,amar@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciTQDYA2,False,,22871536,0030A0000029VmcQAE,0010A000002vvebQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:43:42.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:43:42.000+0000,0050A000000XQhmQAG,2025-10-06T18:43:42.000+0000,0050A000000XQhmQAG,2025-10-06T18:43:42.000+0000,(709)753-7350,(709) 682-0948,bhenley@alecghenleygroup.com,(709)753-1967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciU7lYAE,False,,22871619,0030A0000029WuBQAU,0010A000002vwZOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:45:08.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T18:45:08.000+0000,0050A000001o2WeQAI,2025-10-06T18:45:09.000+0000,0050A000001o2WeQAI,2025-10-06T18:45:09.000+0000,(416)805-1483,,moize@designedsecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciWj3YAE,False,,22871894,0030A0000029j7rQAA,0010A000002w6geQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:49:47.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T18:49:47.000+0000,0050A000000XQhmQAG,2025-10-06T18:49:47.000+0000,0050A000000XQhmQAG,2025-10-06T18:49:47.000+0000,(709)468-6181,,white_calvin@hotmail.com,(709)468-7293,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciYBPYA2,False,,22872400,0035o000003z48qAAA,0015o000004aCClAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T18:58:41.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T18:58:41.000+0000,0050A000001o2WeQAI,2025-10-06T18:58:41.000+0000,0050A000001o2WeQAI,2025-10-06T18:58:41.000+0000,(416)456-8904,,chasek@cpfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciZloYAE,False,,22873454,0031600002YQPsSAAX,0010A000002wOCJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:15:56.000+0000,False,False,0050A000000WjqvQAC,2025-10-06T19:15:56.000+0000,0050A000000WjqvQAC,2025-10-06T19:15:57.000+0000,0050A000000WjqvQAC,2025-10-06T19:15:57.000+0000,(613) 735-1500 ext 4003,(613) 867-2916,andrew@theinsuranceman.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciZtqYAE,False,,22874200,0030A0000029VmvQAE,0010A000002vvepQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:27:36.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T19:27:36.000+0000,0050A000000XQhmQAG,2025-10-06T19:27:36.000+0000,0050A000000XQhmQAG,2025-10-06T19:27:36.000+0000,(709)683-0180,,wbishop@lpfinancial.ca,(709)528-1816,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciaUyYAI,False,,22873413,003G0000018f6g8IAA,0010A000002wOe9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:15:16.000+0000,False,False,0050A000000WjqvQAC,2025-10-06T19:15:16.000+0000,0050A000000WjqvQAC,2025-10-06T19:15:16.000+0000,0050A000000WjqvQAC,2025-10-06T19:15:16.000+0000,(613)634-3006,,mary@tlcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cidW5YAI,False,,22874131,0030A0000029cLYQAY,0010A000002w17KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:26:41.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T19:26:41.000+0000,005OH000007fgYjYAI,2025-10-06T19:26:42.000+0000,005OH000007fgYjYAI,2025-10-06T19:26:42.000+0000,(579)363-1052,,info@gillesethier.com,(514)453-6210,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cidW7YAI,False,,22875090,003OH00000CXfByYAL,001OH00000F4Uq6YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"P:Decided case
O:Rated, placed with iA standard. Awaiting for LLQP renewal, has client interested in CL CI.
N:regular touch base, wechat",True,2025-10-06T19:41:51.000+0000,False,False,0055o000001NWfMAAW,2025-10-06T19:41:51.000+0000,0055o000001NWfMAAW,2025-10-06T19:51:34.000+0000,0055o000001NWfMAAW,2025-10-06T19:51:34.000+0000,(905)479-5806,6472691935,note.benshi@gmail.com,(647)269-1935,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cie2LYAQ,False,,22874121,0030A0000029lMlQAI,0010A000002w8XfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:26:30.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T19:26:30.000+0000,0050A000000XQhmQAG,2025-10-06T19:26:30.000+0000,0050A000000XQhmQAG,2025-10-06T19:26:30.000+0000,(709)749-5669,,janequ77@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciezxYAA,False,,22872762,003OH00000URFGGYA5,001OH00000b88w2YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:04:44.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T19:04:44.000+0000,005OH000007fgYjYAI,2025-10-06T19:04:45.000+0000,005OH000007fgYjYAI,2025-10-06T19:04:45.000+0000,(450)522-1877,,jeremi.latulippe@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cifO9YAI,False,,22872792,0030A0000029kkrQAA,0010A000002w81OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:05:17.000+0000,False,False,0050A000001o2WeQAI,2025-10-06T19:05:17.000+0000,0050A000001o2WeQAI,2025-10-06T19:05:17.000+0000,0050A000001o2WeQAI,2025-10-06T19:05:17.000+0000,(289)388-8889,,annie.gazmin@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cifkjYAA,False,,22872845,0030A0000029olGQAQ,0010A000002wBMkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:06:06.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T19:06:06.000+0000,0050A000000XQhmQAG,2025-10-06T19:06:06.000+0000,0050A000000XQhmQAG,2025-10-06T19:06:06.000+0000,(709)727-0834,,cjkhiscock0834@gmail.com,(709)747-4738,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cignKYAQ,False,,22875974,0035o000005vvzmAAA,0015o000006Tp5zAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:57:37.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:57:37.000+0000,005OH000004Ir1xYAC,2025-10-06T19:57:38.000+0000,005OH000004Ir1xYAC,2025-10-06T19:57:38.000+0000,(403)978-5825,,nahye.shin@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciivaYAA,False,,22875349,003OH000005BPmeYAG,001OH000006ZrKaYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:46:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:46:55.000+0000,005OH000004Ir1xYAC,2025-10-06T19:46:55.000+0000,005OH000004Ir1xYAC,2025-10-06T19:46:55.000+0000,(403)801-0840,,gord.buehler@servuswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cijZpYAI,False,,22873265,0030A0000029pXtQAI,0010A000002wByeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:12:44.000+0000,False,False,0050A000000WjqvQAC,2025-10-06T19:12:44.000+0000,0050A000000WjqvQAC,2025-10-06T19:12:45.000+0000,0050A000000WjqvQAC,2025-10-06T19:12:45.000+0000,(613)829-7874,613-220-2600,randy.little@dfsin.ca,(613)721-9781,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cikVxYAI,False,,22874426,0030A0000029hWEQAY,0010A000002w5OzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:31:14.000+0000,False,False,005OH000003ds0PYAQ,2025-10-06T19:31:14.000+0000,005OH000003ds0PYAQ,2025-10-06T19:31:14.000+0000,005OH000003ds0PYAQ,2025-10-06T19:31:14.000+0000,(416)990-4567,,barclay@jbhinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cikVyYAI,False,,22874530,0030A0000029pmZQAQ,0010A000002wC9cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:32:43.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T19:32:43.000+0000,0050A000000XQhmQAG,2025-10-06T19:32:43.000+0000,0050A000000XQhmQAG,2025-10-06T19:32:43.000+0000,(709)782-5500,(709) 682-6437,wes@nl.rogers.com,(709)782-5400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cikhGYAQ,False,,22875003,0030A0000029iRQQAY,0010A000002w6AhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:40:18.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:40:18.000+0000,005OH000004Ir1xYAC,2025-10-06T19:40:18.000+0000,005OH000004Ir1xYAC,2025-10-06T19:40:18.000+0000,(403)526-0075X2,,scott@pwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cilesYAA,False,,22874075,003OH00000IL0vcYAD,001OH00000MWbPfYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:25:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:25:39.000+0000,005OH000004Ir1xYAC,2025-10-06T19:25:40.000+0000,005OH000004Ir1xYAC,2025-10-06T19:25:40.000+0000,(587)968-8403,,kervin@vandenmeijdenberg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cinK5YAI,False,,22873618,003OH00000APrMnYAL,001OH00000CbGJtYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:18:44.000+0000,False,False,0055o000002KxmIAAS,2025-10-06T19:18:44.000+0000,0055o000002KxmIAAS,2025-10-06T19:18:45.000+0000,0055o000002KxmIAAS,2025-10-06T19:18:45.000+0000,(519)743-5404,2267897988,liam@yourlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cinonYAA,False,,22874936,003OH000005j04IYAQ,001OH000007AXDFYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:39:05.000+0000,False,False,0055o000001h4cFAAQ,2025-10-06T19:39:05.000+0000,0055o000001h4cFAAQ,2025-10-06T19:39:06.000+0000,0055o000001h4cFAAQ,2025-10-06T19:39:06.000+0000,(204)819-9460,,shaun@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cioWHYAY,False,,22873773,003OH00000IXUL9YAP,001OH00000MkhJrYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:21:04.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:21:04.000+0000,005OH000004Ir1xYAC,2025-10-06T19:21:04.000+0000,005OH000004Ir1xYAC,2025-10-06T19:21:04.000+0000,(403)231-8619,,corey.williams@ciassante.com,(403)231-8646,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cipIfYAI,False,,22873838,003OH00000IXUL9YAP,001OH00000MkhJrYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:22:12.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:22:12.000+0000,005OH000004Ir1xYAC,2025-10-06T19:22:13.000+0000,005OH000004Ir1xYAC,2025-10-06T19:22:13.000+0000,(403)231-8619,,corey.williams@ciassante.com,(403)231-8646,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cir9CYAQ,False,,22874103,003OH00000VeETsYAN,001OH00000cbImjYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:26:15.000+0000,False,False,005G0000002gyDJIAY,2025-10-06T19:26:15.000+0000,005G0000002gyDJIAY,2025-10-06T19:26:15.000+0000,005G0000002gyDJIAY,2025-10-06T19:26:15.000+0000,(587)985-6535,,glaiza@fernandezfinancialsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cirabYAA,False,,22874087,003OH00000SRNGYYA5,001OH00000YcYgQYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:25:52.000+0000,False,False,0055o000002DK5fAAG,2025-10-06T19:25:52.000+0000,0055o000002DK5fAAG,2025-10-06T19:25:53.000+0000,0055o000002DK5fAAG,2025-10-06T19:25:53.000+0000,(800)515-0997,,shaun@sutherland.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cisJmYAI,False,,22874498,0030A000007LQICQA4,0010A000008D04hQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:32:19.000+0000,False,False,0055o000002DK5fAAG,2025-10-06T19:32:19.000+0000,0055o000002DK5fAAG,2025-10-06T19:32:19.000+0000,0055o000002DK5fAAG,2025-10-06T19:32:19.000+0000,(416)500-4594,,bradcohenfsa@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cisi2YAA,False,,22875810,0030A0000029gb3QAA,0010A000002w4bJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:54:30.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T19:54:30.000+0000,005OH000007fgYjYAI,2025-10-06T19:54:30.000+0000,005OH000007fgYjYAI,2025-10-06T19:54:30.000+0000,(514)576-8725,,diane@servicesfinanciersalarie.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000citKfYAI,False,,22874288,003OH00000VWEimYAH,001OH00000cRT3KYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:29:06.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T19:29:06.000+0000,005OH000007fgYjYAI,2025-10-06T19:29:07.000+0000,005OH000007fgYjYAI,2025-10-06T19:29:07.000+0000,(514)227-2700X242,,debbie.odorico@twmgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciu0bYAA,False,,22874352,003OH00000Hj76pYAB,001OH00000LoXfrYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:30:00.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:30:00.000+0000,005OH000004Ir1xYAC,2025-10-06T19:30:00.000+0000,005OH000004Ir1xYAC,2025-10-06T19:30:00.000+0000,(431)373-8243,825-540-8100,parneet@pelican-grp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000civ7xYAA,False,,22874478,0030A0000029dbNQAQ,0010A000002w25mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:31:55.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T19:31:55.000+0000,0050A000000XQhmQAG,2025-10-06T19:31:56.000+0000,0050A000000XQhmQAG,2025-10-06T19:31:56.000+0000,(709)687-9595,,wtemple@ltlfinancial.ca,(709)757-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000civCqYAI,False,,22876887,0030A0000029nt7QAA,0010A000002wAfZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:14:58.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T20:14:58.000+0000,005OH000006owoYYAQ,2025-10-06T20:14:58.000+0000,005OH000006owoYYAQ,2025-10-06T20:14:58.000+0000,(306)948-2204,,lisa.haynes@biggarinsurance.ca,(306)948-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000civXmYAI,False,,22874814,0030A000002ZtGMQA0,0010A000003L4faQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:37:23.000+0000,False,False,0055o000001NWfMAAW,2025-10-06T19:37:23.000+0000,0055o000001NWfMAAW,2025-10-06T19:37:23.000+0000,0055o000001NWfMAAW,2025-10-06T19:37:23.000+0000,(905)479-0888,647-287-9119,zenia.tang@amiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciw8rYAA,False,,22874591,0030A0000029pmZQAQ,0010A000002wC9cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:33:54.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T19:33:54.000+0000,0050A000000XQhmQAG,2025-10-06T19:33:54.000+0000,0050A000000XQhmQAG,2025-10-06T19:33:54.000+0000,(709)782-5500,(709) 682-6437,wes@nl.rogers.com,(709)782-5400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciwaIYAQ,False,,22874757,003G0000018f6qSIAQ,0010A000002wOsGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:36:18.000+0000,False,False,0050A000000XQhmQAG,2025-10-06T19:36:18.000+0000,0050A000000XQhmQAG,2025-10-06T19:36:19.000+0000,0050A000000XQhmQAG,2025-10-06T19:36:19.000+0000,(709)678-2322,,tony@tonyrogers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cixjGYAQ,False,,22874798,0030A000002fFP7QAM,0010A000003QKq2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:37:05.000+0000,False,False,0055o000002DK5fAAG,2025-10-06T19:37:05.000+0000,0055o000002DK5fAAG,2025-10-06T19:37:05.000+0000,0055o000002DK5fAAG,2025-10-06T19:37:05.000+0000,(416)297-1766X3329,4168845517,kelly.athanasoula@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cixw9YAA,False,,22874801,003OH000008YLlWYAW,001OH00000ANEZMYA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:37:07.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:37:07.000+0000,005OH000004Ir1xYAC,2025-10-06T19:37:08.000+0000,005OH000004Ir1xYAC,2025-10-06T19:37:08.000+0000,(403)682-7362,,connor@pwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ciz8LYAQ,False,,22874935,0030A00000Bz762QAB,0010A00000D4uhUQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:39:05.000+0000,False,False,0050A000000WjqvQAC,2025-10-06T19:39:05.000+0000,0050A000000WjqvQAC,2025-10-06T19:39:05.000+0000,0050A000000WjqvQAC,2025-10-06T19:39:05.000+0000,(613)735-4141,(613) 281-2047,tommy@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cj063YAA,False,,22875735,003G0000018f6RuIAI,0010A000002wOOFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:53:14.000+0000,False,False,0050A000000WjqvQAC,2025-10-06T19:53:14.000+0000,0050A000000WjqvQAC,2025-10-06T19:53:15.000+0000,0050A000000WjqvQAC,2025-10-06T19:53:15.000+0000,(613)267-3550,,dave@twealthsolutions.ca,(613)267-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cj2CoYAI,False,,22877101,0035o000003DAztAAG,0015o000003rUWZAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:19:10.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T20:19:10.000+0000,005OH000004Ir1xYAC,2025-10-06T20:19:10.000+0000,005OH000004Ir1xYAC,2025-10-06T20:19:10.000+0000,(403)818-3249,,stephen.deboon@peoplecorporation.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cj3zxYAA,False,,22875459,003OH000004tJEHYA2,001OH000006E2ZfYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:48:46.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:48:46.000+0000,005OH000004Ir1xYAC,2025-10-06T19:48:47.000+0000,005OH000004Ir1xYAC,2025-10-06T19:48:47.000+0000,(587)873-4553,,fmessier60@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cj5s5YAA,False,,22875640,0035o000006Y7YSAA0,0015o0000074S6dAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:51:35.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:51:35.000+0000,005OH000004Ir1xYAC,2025-10-06T19:51:35.000+0000,005OH000004Ir1xYAC,2025-10-06T19:51:35.000+0000,(403)510-4056,,barbarafouillard@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cj6RaYAI,False,,22875759,0035o0000066SUhAAM,0015o000006euEYAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:53:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:53:39.000+0000,005OH000004Ir1xYAC,2025-10-06T19:53:39.000+0000,005OH000004Ir1xYAC,2025-10-06T19:53:39.000+0000,(780)807-8816,,yangli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cj6UnYAI,False,,22875717,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM- hang up,Medium,,True,2025-10-06T20:12:10.000+0000,False,False,005OH000006uYrkYAE,2025-10-06T19:52:59.000+0000,005OH000006uYrkYAE,2025-10-06T20:12:11.000+0000,005OH000006uYrkYAE,2025-10-06T20:12:11.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cj9AvYAI,False,,22876011,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:58:18.000+0000,False,False,005OH000003ds0PYAQ,2025-10-06T19:58:18.000+0000,005OH000003ds0PYAQ,2025-10-06T19:58:18.000+0000,005OH000003ds0PYAQ,2025-10-06T19:58:18.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cj9AxYAI,False,,22877031,0035o0000047sn3AAA,0015o000004iJ0ZAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:17:44.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T20:17:44.000+0000,005OH000004Ir1xYAC,2025-10-06T20:17:44.000+0000,005OH000004Ir1xYAC,2025-10-06T20:17:44.000+0000,(403)383-0056,,janetcpa1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cj9FmYAI,False,,22876242,003G0000018f6pOIAQ,0010A000002wOr7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:02:26.000+0000,False,False,005OH00000AdAzSYAV,2025-10-06T20:02:26.000+0000,005OH00000AdAzSYAV,2025-10-06T20:02:27.000+0000,005OH00000AdAzSYAV,2025-10-06T20:02:27.000+0000,(519)651-2572,,jason@aretefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cj9xJYAQ,False,,22876097,0035o000005GF4pAAG,0015o000005p2ZvAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T19:59:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T19:59:39.000+0000,005OH000004Ir1xYAC,2025-10-06T19:59:39.000+0000,005OH000004Ir1xYAC,2025-10-06T19:59:39.000+0000,(403)918-7122,,jennycen@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjEQlYAM,False,,22877282,0035o0000038QWsAAM,0015o000003n58qAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:22:53.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T20:22:53.000+0000,005OH000004Ir1xYAC,2025-10-06T20:22:53.000+0000,005OH000004Ir1xYAC,2025-10-06T20:22:53.000+0000,(403)221-0372,(587) 415-9807,sam.dutta@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjHy9YAE,False,,22878439,0030A00000BgA3VQAV,0010A00000CGKmfQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:46:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T20:46:59.000+0000,005OH000004Ir1xYAC,2025-10-06T20:46:59.000+0000,005OH000004Ir1xYAC,2025-10-06T20:46:59.000+0000,(587)500-1848,,peterqianclpm@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjI4hYAE,False,,22879451,0030A0000029Y81QAE,0010A000002vxdtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:12:02.000+0000,False,False,005OH000006hQdJYAU,2025-10-06T21:12:02.000+0000,005OH000006hQdJYAU,2025-10-06T21:12:03.000+0000,005OH000006hQdJYAU,2025-10-06T21:12:03.000+0000,(604)278-3155,(778) 883-0839,info@michaelwongfinancial.com,(604)277-3135,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006hQdJYAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjLTsYAM,False,,22878364,003OH000009ZxcpYAC,001OH00000BdMs4YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:45:26.000+0000,False,False,005OH000005URvxYAG,2025-10-06T20:45:26.000+0000,005OH000005URvxYAG,2025-10-06T20:45:26.000+0000,005OH000005URvxYAG,2025-10-06T20:45:26.000+0000,(306)502-1060,,insuredbyaashish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjMkrYAE,False,,22877361,0030A0000029dGRQAY,0010A000002w1pMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:24:41.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T20:24:41.000+0000,005OH000004Ir1xYAC,2025-10-06T20:24:41.000+0000,005OH000004Ir1xYAC,2025-10-06T20:24:41.000+0000,(403)478-7292,,marcus@synergeticsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjMsyYAE,False,,22878383,0030A00000CJXXQQA5,0010A00000CuHBmQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:45:47.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T20:45:47.000+0000,005OH000004Ir1xYAC,2025-10-06T20:45:47.000+0000,005OH000004Ir1xYAC,2025-10-06T20:45:47.000+0000,(403)973-7699,,murdoch@mathesongroupinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjOhpYAE,False,,22877568,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:28:42.000+0000,False,False,005OH000005URvxYAG,2025-10-06T20:28:42.000+0000,005OH000005URvxYAG,2025-10-06T20:28:43.000+0000,005OH000005URvxYAG,2025-10-06T20:28:43.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjQ0VYAU,False,,22878831,0030A0000029dajQAA,0010A000002w25NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:55:00.000+0000,False,False,005OH000006hQdJYAU,2025-10-06T20:55:00.000+0000,005OH000006hQdJYAU,2025-10-06T20:55:00.000+0000,005OH000006hQdJYAU,2025-10-06T20:55:00.000+0000,(604)721-7787,,asican.leo@gmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006hQdJYAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjQmrYAE,False,,22877819,003OH00000JynSmYAJ,001OH00000OQ6K9YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:33:42.000+0000,False,False,0055o000001NWfMAAW,2025-10-06T20:33:42.000+0000,0055o000001NWfMAAW,2025-10-06T20:33:42.000+0000,0055o000001NWfMAAW,2025-10-06T20:33:42.000+0000,(905)975-6888,,yhuang.insure@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjRPZYA2,False,,22877899,0035o0000077x0mAAA,0015o000007mHWPAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:35:26.000+0000,False,False,005OH000005URvxYAG,2025-10-06T20:35:26.000+0000,005OH000005URvxYAG,2025-10-06T20:35:27.000+0000,005OH000005URvxYAG,2025-10-06T20:35:27.000+0000,(780)485-3002,(780) 982-9409,alex@mfplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjRZFYA2,False,,22877923,003OH00000VWEimYAH,001OH00000cRT3KYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:35:50.000+0000,False,False,005OH000007fgYjYAI,2025-10-06T20:35:50.000+0000,005OH000007fgYjYAI,2025-10-06T20:35:50.000+0000,005OH000007fgYjYAI,2025-10-06T20:35:50.000+0000,(514)227-2700X242,,debbie.odorico@twmgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjRm9YAE,False,,22877941,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:36:17.000+0000,False,False,005OH000003ds0PYAQ,2025-10-06T20:36:17.000+0000,005OH000003ds0PYAQ,2025-10-06T20:36:18.000+0000,005OH000003ds0PYAQ,2025-10-06T20:36:18.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjRr9YAE,False,,22880426,003OH00000HMDHoYAP,001OH00000LP3DAYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:42:32.000+0000,False,False,005OH000005URvxYAG,2025-10-06T21:42:32.000+0000,005OH000005URvxYAG,2025-10-06T21:42:32.000+0000,005OH000005URvxYAG,2025-10-06T21:42:32.000+0000,(780)504-7386,,dan@paradigmshiftfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjS3tYAE,False,,22877971,0030A00000BH5rOQAT,0010A00000BrIGLQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:37:00.000+0000,False,False,005OH000005URvxYAG,2025-10-06T20:37:00.000+0000,005OH000005URvxYAG,2025-10-06T20:37:00.000+0000,005OH000005URvxYAG,2025-10-06T20:37:00.000+0000,(587)985-4659,,tpleasant@ipfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjS5VYAU,False,,22877973,0030A00000ChGR5QAN,0010A00000DImkEQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:37:03.000+0000,False,False,0055o000001NWfMAAW,2025-10-06T20:37:03.000+0000,0055o000001NWfMAAW,2025-10-06T20:37:04.000+0000,0055o000001NWfMAAW,2025-10-06T20:37:04.000+0000,(647)892-8555,,kellyshi@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjTchYAE,False,,22878358,0030A00000CMWnRQAX,0010A00000CxKfMQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:45:13.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T20:45:13.000+0000,005OH000004Ir1xYAC,2025-10-06T20:45:14.000+0000,005OH000004Ir1xYAC,2025-10-06T20:45:14.000+0000,(587)646-8546,,vivianwwx@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjW7YYAU,False,,22879306,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:08:10.000+0000,False,False,005OH000005URvxYAG,2025-10-06T21:08:10.000+0000,005OH000005URvxYAG,2025-10-06T21:08:10.000+0000,005OH000005URvxYAG,2025-10-06T21:08:10.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjWPFYA2,False,,22878466,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:47:33.000+0000,False,False,005OH000005URvxYAG,2025-10-06T20:47:33.000+0000,005OH000005URvxYAG,2025-10-06T20:47:34.000+0000,005OH000005URvxYAG,2025-10-06T20:47:34.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjWnRYAU,False,,22878493,0030A00000BUt6vQAD,0010A00000C53tFQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:48:05.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T20:48:05.000+0000,005OH000004Ir1xYAC,2025-10-06T20:48:05.000+0000,005OH000004Ir1xYAC,2025-10-06T20:48:05.000+0000,(587)585-0883,,ceceyang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjXTNYA2,False,,22878579,0030A00000BROtiQAH,0010A00000C1bzuQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T20:49:42.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T20:49:42.000+0000,005OH000004Ir1xYAC,2025-10-06T20:49:42.000+0000,005OH000004Ir1xYAC,2025-10-06T20:49:42.000+0000,(780)707-6483,,tracywu.aa@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjbSGYAY,False,,22880720,0030A0000029gxiQAA,0010A000002w4u6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:52:40.000+0000,False,False,005OH000005URvxYAG,2025-10-06T21:52:40.000+0000,005OH000005URvxYAG,2025-10-06T21:52:40.000+0000,005OH000005URvxYAG,2025-10-06T21:52:40.000+0000,(587)876-0274,,charissa.cummings@servus.ca,(403)340-1176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjckoYAA,False,,22881023,0035o000004POp9AAG,0015o000004yXxtAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T22:05:09.000+0000,False,False,005OH000005URvxYAG,2025-10-06T22:05:09.000+0000,005OH000005URvxYAG,2025-10-06T22:05:09.000+0000,005OH000005URvxYAG,2025-10-06T22:05:09.000+0000,(780)953-1833,,affinancialgp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjd5sYAA,False,,22882039,0030A000007A3idQAC,0010A000008148RQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T22:56:37.000+0000,False,False,005OH000006hQdJYAU,2025-10-06T22:56:37.000+0000,005OH000006hQdJYAU,2025-10-06T22:56:37.000+0000,005OH000006hQdJYAU,2025-10-06T22:56:37.000+0000,(604)506-2179,,anita@katlariawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006hQdJYAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjepsYAA,False,,22880889,0035o000003SWWrAAO,0015o00000459KGAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:59:22.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T21:59:22.000+0000,005OH000006owoYYAQ,2025-10-06T21:59:22.000+0000,005OH000006owoYYAQ,2025-10-06T21:59:22.000+0000,(306)955-8590,,dario.piotto@affinitywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjjCpYAI,False,,22880036,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:29:51.000+0000,False,False,005OH000005URvxYAG,2025-10-06T21:29:51.000+0000,005OH000005URvxYAG,2025-10-06T21:29:51.000+0000,005OH000005URvxYAG,2025-10-06T21:29:51.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjlEeYAI,False,,22881836,0035o000007FQj8AAG,0015o000007vp6XAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T22:44:20.000+0000,False,False,005OH000006hQdJYAU,2025-10-06T22:44:20.000+0000,005OH000006hQdJYAU,2025-10-06T22:44:20.000+0000,005OH000006hQdJYAU,2025-10-06T22:44:20.000+0000,(604)715-9102,,paryadaneshvar@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006hQdJYAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjmQqYAI,False,,22880463,0035o000006iM78AAE,0015o000007IjnYAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:44:11.000+0000,False,False,005OH000005URvxYAG,2025-10-06T21:44:11.000+0000,005OH000005URvxYAG,2025-10-06T21:44:11.000+0000,005OH000005URvxYAG,2025-10-06T21:44:11.000+0000,(780)271-2253,,samramodan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjnGQYAY,False,,22880365,0035o000007brGYAAY,0015o000008IQedAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:40:14.000+0000,False,False,005OH000005URvxYAG,2025-10-06T21:40:14.000+0000,005OH000005URvxYAG,2025-10-06T21:40:14.000+0000,005OH000005URvxYAG,2025-10-06T21:40:14.000+0000,(780)807-4117,,re.rohami@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjq31YAA,False,,22881049,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T22:06:09.000+0000,False,False,005OH000005URvxYAG,2025-10-06T22:06:09.000+0000,005OH000005URvxYAG,2025-10-06T22:06:09.000+0000,005OH000005URvxYAG,2025-10-06T22:06:09.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjr5VYAQ,False,,22880575,0030A00000AjE9lQAF,0010A00000BID9cQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:47:24.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T21:47:24.000+0000,005OH000004Ir1xYAC,2025-10-06T21:47:24.000+0000,005OH000004Ir1xYAC,2025-10-06T21:47:24.000+0000,(587)888-1038,,joyiechan@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjrlRYAQ,False,,22880634,0030A000009yjqAQAQ,0010A00000AXfEVQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:49:18.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T21:49:18.000+0000,005OH000004Ir1xYAC,2025-10-06T21:49:18.000+0000,005OH000004Ir1xYAC,2025-10-06T21:49:18.000+0000,(403)467-2662,,jeff@elevate.finance,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjrn4YAA,False,,22880811,0035o000004POp9AAG,0015o000004yXxtAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:56:06.000+0000,False,False,005OH000005URvxYAG,2025-10-06T21:56:06.000+0000,005OH000005URvxYAG,2025-10-06T21:56:06.000+0000,005OH000005URvxYAG,2025-10-06T21:56:06.000+0000,(780)953-1833,,affinancialgp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjs9dYAA,False,,22880673,0030A0000029mbJQAQ,0010A000002w9adQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:51:06.000+0000,False,False,005OH000006owoYYAQ,2025-10-06T21:51:06.000+0000,005OH000006owoYYAQ,2025-10-06T21:51:07.000+0000,005OH000006owoYYAQ,2025-10-06T21:51:07.000+0000,(306)893-9220,,robin.jamieson@manulifesecurities.ca,(306)893-9180,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cjsZSYAY,False,,22880767,003OH00000T85A0YAJ,001OH00000ZT6KTYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T21:54:37.000+0000,False,False,005OH000004Ir1xYAC,2025-10-06T21:54:37.000+0000,005OH000004Ir1xYAC,2025-10-06T21:54:37.000+0000,005OH000004Ir1xYAC,2025-10-06T21:54:37.000+0000,(587)429-4551,,abhisfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000ck9gjYAA,False,,22882317,0030A0000029kzOQAQ,0010A000002w8CwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-06T23:15:00.000+0000,False,False,005OH000006hQdJYAU,2025-10-06T23:15:00.000+0000,005OH000006hQdJYAU,2025-10-06T23:15:01.000+0000,005OH000006hQdJYAU,2025-10-06T23:15:01.000+0000,(604)233-0123,6047632564,fely9234@yahoo.com,(604)321-8293,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006hQdJYAU,,,,,,,0.0,0.0,0.0,,False,178.0
500OH00000cl40mYAA,False,,22884777,003OH00000IjYrDYAV,001OH00000MyaFIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T13:05:35.000+0000,False,False,005OH000007fgYjYAI,2025-10-07T13:05:35.000+0000,005OH000007fgYjYAI,2025-10-07T13:05:35.000+0000,005OH000007fgYjYAI,2025-10-07T13:05:35.000+0000,(438)345-5066,,fariba.a@sunplusfa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cl751YAA,False,,22884179,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,confirmed received. field can process switch.,True,2025-10-07T12:53:10.000+0000,False,False,005OH000006uYrkYAE,2025-10-07T12:41:22.000+0000,005OH000006uYrkYAE,2025-10-07T12:53:11.000+0000,005OH000006uYrkYAE,2025-10-07T12:53:11.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clAFtYAM,False,,22885418,003G0000018f7C4IAI,0010A000002wPG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T13:25:30.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T13:25:30.000+0000,0050A000000WjqvQAC,2025-10-07T13:25:30.000+0000,0050A000000WjqvQAC,2025-10-07T13:25:30.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clDlcYAE,False,,22886974,0030A00000BTarUQAT,0010A00000C3lcQQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:03:54.000+0000,False,False,005OH000007fgYjYAI,2025-10-07T14:03:54.000+0000,005OH000007fgYjYAI,2025-10-07T14:03:55.000+0000,005OH000007fgYjYAI,2025-10-07T14:03:55.000+0000,(438)533-7654,,waldy@waldytheadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clLmKYAU,False,,22887274,0030A000005XUQxQAO,0010A000006HCl1QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:09:39.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T14:09:39.000+0000,0055o000002DK5fAAG,2025-10-07T14:09:39.000+0000,0055o000002DK5fAAG,2025-10-07T14:09:39.000+0000,(905)812-1380,,andy.a.hehus@edwardjones.com,(866)591-8140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clMyTYAU,False,,22884765,0035o000007ij0rAAA,0015o000008QAICAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T13:04:59.000+0000,False,False,005OH000007fgYjYAI,2025-10-07T13:04:59.000+0000,005OH000007fgYjYAI,2025-10-07T13:04:59.000+0000,005OH000007fgYjYAI,2025-10-07T13:04:59.000+0000,(514)996-3639,,m.abinasr@oryus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clNo7YAE,False,,22885665,0030A00000CSImJQAX,0010A00000D3FdlQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T13:32:36.000+0000,False,False,005OH000007fgYjYAI,2025-10-07T13:32:36.000+0000,005OH000007fgYjYAI,2025-10-07T13:32:36.000+0000,005OH000007fgYjYAI,2025-10-07T13:32:36.000+0000,(514)409-9280,5144099280,gabriel.picard-roy@canadavie.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clS1WYAU,False,,22887764,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:18:50.000+0000,False,False,005OH000007fgYjYAI,2025-10-07T14:18:50.000+0000,005OH000007fgYjYAI,2025-10-07T14:18:50.000+0000,005OH000007fgYjYAI,2025-10-07T14:18:50.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clUo1YAE,False,,22887439,003G0000018f724IAA,0010A000002wP5OQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:12:50.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T14:12:50.000+0000,0050A000000XQhmQAG,2025-10-07T14:12:51.000+0000,0050A000000XQhmQAG,2025-10-07T14:12:51.000+0000,(709)279-0814,(709) 689-3277,stephen@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clWszYAE,False,,22885739,003G0000018f70DIAQ,0010A000002wP2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T13:34:34.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T13:34:34.000+0000,0050A000000WjqvQAC,2025-10-07T13:34:35.000+0000,0050A000000WjqvQAC,2025-10-07T13:34:35.000+0000,(613)935-3996,(613) 551-6109,dave@bmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clX97YAE,False,,22885774,0030A0000029cLYQAY,0010A000002w17KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T13:35:21.000+0000,False,False,005OH000007fgYjYAI,2025-10-07T13:35:21.000+0000,005OH000007fgYjYAI,2025-10-07T13:35:22.000+0000,005OH000007fgYjYAI,2025-10-07T13:35:22.000+0000,(579)363-1052,,info@gillesethier.com,(514)453-6210,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clXPHYA2,False,,22886555,0030A000007A5X8QAK,0010A00000815pRQAQ,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-10-07T13:54:40.000+0000,0050A000000Hq5PQAS,2025-10-07T13:55:55.000+0000,0050A000000Hq5PQAS,2025-10-07T13:55:55.000+0000,(905)831-3600X4220,(647) 545-8575,tristan.martin@bulwarkfc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clYJiYAM,False,,22887536,0031600002Olz7zAAB,0010A000002wNmyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:14:24.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T14:14:24.000+0000,0055o000002KxmIAAS,2025-10-07T14:14:25.000+0000,0055o000002KxmIAAS,2025-10-07T14:14:25.000+0000,(289)337-4440,(647) 406-6881,brett.reeder@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clYOZYA2,False,,22887572,0030A0000029VApQAM,0010A000002vvAaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:15:00.000+0000,False,False,0050A000000Hq5PQAS,2025-10-07T14:15:00.000+0000,0050A000000Hq5PQAS,2025-10-07T14:15:00.000+0000,0050A000000Hq5PQAS,2025-10-07T14:15:00.000+0000,(905)767-0997,,david@covered4life.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clZxKYAU,False,,22886649,0030A000007A5X8QAK,0010A00000815pRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T13:56:45.000+0000,False,False,0050A000000Hq5PQAS,2025-10-07T13:56:45.000+0000,0050A000000Hq5PQAS,2025-10-07T13:56:45.000+0000,0050A000000Hq5PQAS,2025-10-07T13:56:45.000+0000,(905)831-3600X4220,(647) 545-8575,tristan.martin@bulwarkfc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clbshYAA,False,,22887622,003OH00000VM05zYAD,001OH00000cFEUvYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:15:50.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T14:15:50.000+0000,0055o000002DK5fAAG,2025-10-07T14:15:50.000+0000,0055o000002DK5fAAG,2025-10-07T14:15:50.000+0000,(905)337-2227XExt237,,david.oneil@bellvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clg9CYAQ,False,,22886811,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:00:22.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T14:00:22.000+0000,0050A000000WjqvQAC,2025-10-07T14:00:22.000+0000,0050A000000WjqvQAC,2025-10-07T14:00:22.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clgp8YAA,False,,22887541,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:14:27.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T14:14:27.000+0000,005OH000003ds0PYAQ,2025-10-07T14:14:27.000+0000,005OH000003ds0PYAQ,2025-10-07T14:14:27.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clgp9YAA,False,,22888446,0030A0000029XLYQA2,0010A000002vwwBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:31:26.000+0000,False,False,005OH000007fgYjYAI,2025-10-07T14:31:26.000+0000,005OH000007fgYjYAI,2025-10-07T14:31:26.000+0000,005OH000007fgYjYAI,2025-10-07T14:31:26.000+0000,(514)840-8899,,leanne@mchughfinancial.ca,(514)694-2482,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clgpAYAQ,False,,22888573,0030A0000029jbIQAQ,0010A000002w765QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:33:39.000+0000,False,False,005OH000007fgYjYAI,2025-10-07T14:33:39.000+0000,005OH000007fgYjYAI,2025-10-07T14:33:40.000+0000,005OH000007fgYjYAI,2025-10-07T14:33:40.000+0000,(514)737-9252X221,,adrian@chomenko.ca,(514)313-5353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clkO5YAI,False,,22887065,0030A00000729FFQAY,0010A000007sqblQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:05:41.000+0000,False,False,005OH00000AdAzSYAV,2025-10-07T14:05:41.000+0000,005OH00000AdAzSYAV,2025-10-07T14:05:41.000+0000,005OH00000AdAzSYAV,2025-10-07T14:05:41.000+0000,(519) 448-3477,(519) 755-7615,andrea@stepright.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clkUZYAY,False,,22888450,003G000001IkUyXIAV,0010A000002wSBWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:31:30.000+0000,False,False,005G0000002gxxjIAA,2025-10-07T14:31:30.000+0000,005G0000002gxxjIAA,2025-10-07T14:31:31.000+0000,005G0000002gxxjIAA,2025-10-07T14:31:31.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clkXlYAI,False,,22887087,0030A0000029mgmQAA,0010A000002w9f3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:06:02.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T14:06:02.000+0000,0050A000000XQhmQAG,2025-10-07T14:06:02.000+0000,0050A000000XQhmQAG,2025-10-07T14:06:02.000+0000,(709)687-8846,,tchowell@nf.sympatico.ca,(709)757-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clkvzYAA,False,,22887695,003G0000018f6V5IAI,0010A000002wORmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:17:26.000+0000,False,False,0055o000001fOwHAAU,2025-10-07T14:17:26.000+0000,0055o000001fOwHAAU,2025-10-07T14:17:26.000+0000,0055o000001fOwHAAU,2025-10-07T14:17:26.000+0000,(877)526-6687,(416) 996-4239,jeff@lamontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clllaYAA,False,,22887660,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:16:48.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T14:16:48.000+0000,005OH000003ds0PYAQ,2025-10-07T14:16:48.000+0000,005OH000003ds0PYAQ,2025-10-07T14:16:48.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clnNaYAI,False,,22887490,003OH00000VOevLYAT,001OH00000cIUWmYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:13:42.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T14:13:42.000+0000,0055o000002DK5fAAG,2025-10-07T14:13:42.000+0000,0055o000002DK5fAAG,2025-10-07T14:13:42.000+0000,(905)510-8153,,ashley@chpw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clngvYAA,False,,22887382,003G0000018f7juIAA,0010A000002wPqIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:11:44.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T14:11:44.000+0000,0050A000000XQhmQAG,2025-10-07T14:11:44.000+0000,0050A000000XQhmQAG,2025-10-07T14:11:44.000+0000,(709) 579-4700,(709) 740-0033,tim@pippyins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clpfVYAQ,False,,22887568,003G0000018f6bPIAQ,0010A000002wOYhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:14:53.000+0000,False,False,0055o000001fOwHAAU,2025-10-07T14:14:53.000+0000,0055o000001fOwHAAU,2025-10-07T14:14:53.000+0000,0055o000001fOwHAAU,2025-10-07T14:14:53.000+0000,(416)538-9333,(416) 538-9333,dominic.ierullo@difp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clqYMYAY,False,,22887991,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:23:04.000+0000,False,False,0055o000001fOwHAAU,2025-10-07T14:23:04.000+0000,0055o000001fOwHAAU,2025-10-07T14:23:05.000+0000,0055o000001fOwHAAU,2025-10-07T14:23:05.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clrW1YAI,False,,22887796,0030A000002Qo6LQAS,0010A000003DMgDQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:19:35.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T14:19:35.000+0000,0055o000002KxmIAAS,2025-10-07T14:19:35.000+0000,0055o000002KxmIAAS,2025-10-07T14:19:35.000+0000,(519)396-7526,,stephanie@matchettfinancial.ca,(519)396-9097,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clrscYAA,False,,22887902,003OH00000VGf3oYAD,001OH00000c8cAJYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:21:41.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T14:21:41.000+0000,0055o000002DK5fAAG,2025-10-07T14:21:41.000+0000,0055o000002DK5fAAG,2025-10-07T14:21:41.000+0000,(905)628-9666,,ryanvanandel@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clsOrYAI,False,,22887887,0030A0000029Z40QAE,0010A000002vyP5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:21:19.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T14:21:19.000+0000,0050A000000XQhmQAG,2025-10-07T14:21:19.000+0000,0050A000000XQhmQAG,2025-10-07T14:21:19.000+0000,(709)781-0576,(709) 685-7431,sean@kfservices.ca,(709)781-0718,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clt3BYAQ,False,,22887926,003G0000018f6bWIAQ,0010A000002wOYoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:21:57.000+0000,False,False,005OH00000AdAzSYAV,2025-10-07T14:21:57.000+0000,005OH00000AdAzSYAV,2025-10-07T14:21:57.000+0000,005OH00000AdAzSYAV,2025-10-07T14:21:57.000+0000,(519)220-0557,(519) 220-0557,financialplanner@wayneelliott.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clulfYAA,False,,22890157,0030A0000029mziQAA,0010A000002w9umQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:01:10.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T15:01:10.000+0000,0055o000002KxmIAAS,2025-10-07T15:01:10.000+0000,0055o000002KxmIAAS,2025-10-07T15:01:10.000+0000,(519)969-1100,,nick@lmfinancial.ca,(519)969-1169,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clwFhYAI,False,,22890772,003G0000018f6ciIAA,0010A000002wOa0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:11:21.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T15:11:21.000+0000,0055o000002KxmIAAS,2025-10-07T15:11:21.000+0000,0055o000002KxmIAAS,2025-10-07T15:11:21.000+0000,(519)736-3504,(519) 984-9581,marchawkins@encompasswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clxd3YAA,False,,22888369,0030A0000029oCZQAY,0010A000002wAtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:30:15.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T14:30:15.000+0000,0055o000002KxmIAAS,2025-10-07T14:30:15.000+0000,0055o000002KxmIAAS,2025-10-07T14:30:15.000+0000,(519)579-7324,,ggalloway@yncu.com,(519)579-7597,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clxd4YAA,False,,22888777,0030A0000029Z40QAE,0010A000002vyP5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:37:33.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T14:37:33.000+0000,0050A000000XQhmQAG,2025-10-07T14:37:33.000+0000,0050A000000XQhmQAG,2025-10-07T14:37:33.000+0000,(709)781-0576,(709) 685-7431,sean@kfservices.ca,(709)781-0718,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clyVzYAI,False,,22890880,003OH00000H69OiYAJ,001OH00000L7pD6YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:13:10.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T15:13:10.000+0000,005OH000004oiYEYAY,2025-10-07T15:13:11.000+0000,005OH000004oiYEYAY,2025-10-07T15:13:11.000+0000,(519)290-9222,,john@yourfinancialcoach.ca,(519)290-9223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clym1YAA,False,,22888503,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:32:38.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T14:32:38.000+0000,005OH000003ds0PYAQ,2025-10-07T14:34:58.000+0000,005OH000003ds0PYAQ,2025-10-07T14:34:58.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000clzdRYAQ,False,,22891613,003G0000018f6vyIAA,0010A000002wOxqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:25:44.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T15:25:44.000+0000,0050A000000WjqvQAC,2025-10-07T15:25:45.000+0000,0050A000000WjqvQAC,2025-10-07T15:25:45.000+0000,(613)724-8247,(613) 724-8247,mark@taggartwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cm2cmYAA,False,,22889262,0030A00000BinHRQAZ,0010A00000CJ2rPQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:46:03.000+0000,False,False,005OH00000AdAzSYAV,2025-10-07T14:46:03.000+0000,005OH00000AdAzSYAV,2025-10-07T14:46:03.000+0000,005OH00000AdAzSYAV,2025-10-07T14:46:03.000+0000,(226)920-9090,,daniel.davidson@davidsonfamilyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cm2swYAA,False,,22890879,003G000001C25CeIAJ,001G000000urMrtIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:13:09.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T15:13:09.000+0000,0050A000000WjqvQAC,2025-10-07T15:13:09.000+0000,0050A000000WjqvQAC,2025-10-07T15:13:09.000+0000,(613) 591-0337,(613) 297-9919,jackie.boulos@ecivda.com,(613) 591-0338,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cm4oFYAQ,False,,22889988,0030A0000029pRMQAY,0010A000002wBtZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:58:21.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T14:58:21.000+0000,0055o000002DK5fAAG,2025-10-07T14:58:22.000+0000,0055o000002DK5fAAG,2025-10-07T14:58:22.000+0000,(416)568-1350,(416) 568-1350,homer.glinoga@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cm6rfYAA,False,,22890281,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:03:09.000+0000,False,False,005OH00000AdAzSYAV,2025-10-07T15:03:09.000+0000,005OH00000AdAzSYAV,2025-10-07T15:03:09.000+0000,005OH00000AdAzSYAV,2025-10-07T15:03:09.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cm6tQYAQ,False,,22893609,0030A00000A9KcRQAV,0010A00000AiIGHQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:57:39.000+0000,False,False,005OH00000AdAzSYAV,2025-10-07T15:57:39.000+0000,005OH00000AdAzSYAV,2025-10-07T15:57:40.000+0000,005OH00000AdAzSYAV,2025-10-07T15:57:40.000+0000,(905)332-6633,(905) 512-0348,michael@c2inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmAwsYAE,False,,22890092,0030A0000029kIgQAI,0010A000002w7eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:00:03.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T15:00:03.000+0000,0055o000002DK5fAAG,2025-10-07T15:00:03.000+0000,0055o000002DK5fAAG,2025-10-07T15:00:03.000+0000,(905)570-1200,,clarke.duncanson@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmBubYAE,False,,22891751,0030A00000A1kntQAB,0010A00000AanF1QAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:27:52.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T15:27:52.000+0000,005OH000004oiYEYAY,2025-10-07T15:27:52.000+0000,005OH000004oiYEYAY,2025-10-07T15:27:52.000+0000,(519)626-9685,2262290239,bob.taylor@ipcsecurities.com,(519)626-8692,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmCAfYAM,False,,22889816,0030A0000029mVnQAI,0010A000002w9VWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:55:39.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T14:55:39.000+0000,0055o000002DK5fAAG,2025-10-07T14:55:39.000+0000,0055o000002DK5fAAG,2025-10-07T14:55:39.000+0000,(416)297-1766X3335,(416) 930-6222,peter.chiu@dfsin.ca,(416)297-6015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmESbYAM,False,,22890051,0030A0000029iLkQAI,0010A000002w65fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T14:59:25.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T14:59:25.000+0000,0055o000002DK5fAAG,2025-10-07T14:59:26.000+0000,0055o000002DK5fAAG,2025-10-07T14:59:26.000+0000,(905)570-1200X243,,natalie.ravoi@dfsin.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmGPaYAM,False,,22890715,0030A000006kkDKQAY,0010A000007Xf9cQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:10:18.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T15:10:18.000+0000,005OH000004oiYEYAY,2025-10-07T15:10:18.000+0000,005OH000004oiYEYAY,2025-10-07T15:10:18.000+0000,(519)317-6621,,brandonrohrer.advisor@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmHgeYAE,False,,22892429,0035o0000078qAkAAI,0015o000007nNDEAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:39:16.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T15:39:16.000+0000,005OH000004oiYEYAY,2025-10-07T15:39:16.000+0000,005OH000004oiYEYAY,2025-10-07T15:39:16.000+0000,(519)969-3825,,cameron.sinclair@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmIpbYAE,False,,22891212,0030A0000029on2QAA,0010A000002wBO2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:19:03.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T15:19:03.000+0000,005OH000004oiYEYAY,2025-10-07T15:19:03.000+0000,005OH000004oiYEYAY,2025-10-07T15:19:03.000+0000,(519)816-7585,,kailyn@kpaccountingsolutions.ca,(519)839-4868,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmKplYAE,False,,22890699,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:31:45.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T15:10:05.000+0000,005OH000003ds0PYAQ,2025-10-07T15:31:45.000+0000,005OH000003ds0PYAQ,2025-10-07T15:31:45.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmMMzYAM,False,,22892708,0031600002MCb3XAAT,0010A000002wNZSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:43:28.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T15:43:28.000+0000,0050A000000WjqvQAC,2025-10-07T15:43:28.000+0000,0050A000000WjqvQAC,2025-10-07T15:43:28.000+0000,(613)748-3455X4152,(613) 620-2125,ben@750swfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmMjWYAU,False,,22893355,0030A0000029pLDQAY,0010A000002wBoiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:53:28.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T15:53:28.000+0000,0050A000000XQhmQAG,2025-10-07T15:53:28.000+0000,0050A000000XQhmQAG,2025-10-07T15:53:28.000+0000,(709)778-2399,,cgrimes@callegrow.com,(709)722-4837,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmNywYAE,False,,22891059,0030A0000029eRPQAY,0010A000002w2ndQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:16:18.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T15:16:18.000+0000,005OH000004oiYEYAY,2025-10-07T15:16:18.000+0000,005OH000004oiYEYAY,2025-10-07T15:16:18.000+0000,(519) 421-4040,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmO3lYAE,False,,22891033,0030A0000029cX7QAI,0010A000002w1ELQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:15:59.000+0000,False,False,005OH000007fgYjYAI,2025-10-07T15:15:59.000+0000,005OH000007fgYjYAI,2025-10-07T15:16:00.000+0000,005OH000007fgYjYAI,2025-10-07T15:16:00.000+0000,(819)566-1441,,dhalle@merici.com,(819)820-2500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmOILYA2,False,,22891925,003G000001IkUyXIAV,0010A000002wSBWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:30:59.000+0000,False,False,005OH000002N6huYAC,2025-10-07T15:30:59.000+0000,005OH000002N6huYAC,2025-10-07T15:30:59.000+0000,005OH000002N6huYAC,2025-10-07T15:30:59.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmOdFYAU,False,,22891096,0030A0000029cl7QAA,0010A000002w1NpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:17:01.000+0000,False,False,005OH0000084GETYA2,2025-10-07T15:17:01.000+0000,005OH0000084GETYA2,2025-10-07T15:17:01.000+0000,005OH0000084GETYA2,2025-10-07T15:17:01.000+0000,(905)765-0277,,wilma@haldimandfinancial.ca,(905)765-8496,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmOjhYAE,False,,22891106,0030A0000029ZWnQAM,0010A000002vymYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:17:12.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T15:17:12.000+0000,0055o000002KxmIAAS,2025-10-07T15:17:13.000+0000,0055o000002KxmIAAS,2025-10-07T15:17:13.000+0000,(905)394-1554,,gregdick@forbesanna.com,(866)693-5251,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmOwcYAE,False,,22891541,003OH00000LOn1vYAD,001OH00000Q43MyYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:24:30.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T15:24:30.000+0000,0055o000002KxmIAAS,2025-10-07T15:24:31.000+0000,0055o000002KxmIAAS,2025-10-07T15:24:31.000+0000,(416)991-5959,,arzoojha13@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmP9YYAU,False,,22891306,003G0000018f6roIAA,0010A000002wOtYQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:20:31.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T15:20:31.000+0000,0055o000002KxmIAAS,2025-10-07T15:20:31.000+0000,0055o000002KxmIAAS,2025-10-07T15:20:31.000+0000,(877)745-7792,(877) 745-7792 ext. 101,adam@yesmoney.ca,(877)745-7792,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmPhNYAU,False,,22891229,003G0000018f7X4IAI,0010A000002wPdxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:19:24.000+0000,False,False,005OH00000AdAzSYAV,2025-10-07T15:19:24.000+0000,005OH00000AdAzSYAV,2025-10-07T15:19:24.000+0000,005OH00000AdAzSYAV,2025-10-07T15:19:24.000+0000,(905) 547-2323,,viv@queenstongroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmU4LYAU,False,,22891641,0030A00000A1kntQAB,0010A00000AanF1QAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:26:13.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T15:26:13.000+0000,005OH000004oiYEYAY,2025-10-07T15:26:14.000+0000,005OH000004oiYEYAY,2025-10-07T15:26:14.000+0000,(519)626-9685,2262290239,bob.taylor@ipcsecurities.com,(519)626-8692,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmaBOYAY,False,,22892550,0030A0000029ergQAA,0010A000002w36eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:41:07.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T15:41:07.000+0000,0050A000000XQhmQAG,2025-10-07T15:41:07.000+0000,0050A000000XQhmQAG,2025-10-07T15:41:07.000+0000,(709)781-0575,,alf@barrettfinancialservices.ca,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmdArYAI,False,,22892628,0030A0000029mOdQAI,0010A000002w9ORQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:42:12.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T15:42:12.000+0000,0050A000000XQhmQAG,2025-10-07T15:42:12.000+0000,0050A000000XQhmQAG,2025-10-07T15:42:12.000+0000,(709)643-9280,,archlocke@nf.aibn.com,(709)643-9299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cme28YAA,False,,22895016,0030A0000029a0KQAQ,0010A000002vzEUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T16:21:11.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T16:21:11.000+0000,0050A000000XQhmQAG,2025-10-07T16:21:11.000+0000,0050A000000XQhmQAG,2025-10-07T16:21:11.000+0000,(709)635-4090,,djyf1.jean@bellaliant.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmewXYAQ,False,,22892810,0030A0000029Wx6QAE,0010A000002vwcJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:44:55.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T15:44:55.000+0000,0050A000000XQhmQAG,2025-10-07T15:44:56.000+0000,0050A000000XQhmQAG,2025-10-07T15:44:56.000+0000,(709)634-3338,(709) 640-0100,blair@harbourfinancialgroup.ca,(709)634-7760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmg0fYAA,False,,22892901,0030A0000029jRSQAY,0010A000002w6xlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:46:07.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T15:46:07.000+0000,0050A000000XQhmQAG,2025-10-07T15:46:07.000+0000,0050A000000XQhmQAG,2025-10-07T15:46:07.000+0000,(709)737-0044,,blair@forecastfinancial.com,(709)737-0049,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmjUrYAI,False,,22893937,003G0000018f7DMIAY,0010A000002wPHIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T16:03:20.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T16:03:20.000+0000,0050A000000XQhmQAG,2025-10-07T16:03:21.000+0000,0050A000000XQhmQAG,2025-10-07T16:03:21.000+0000,(709)682-1543,(709) 682-1543,darrell@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmk18YAA,False,,22895235,0030A0000029eKtQAI,0010A000002w2j8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T16:24:43.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T16:24:43.000+0000,0050A000000XQhmQAG,2025-10-07T16:24:43.000+0000,0050A000000XQhmQAG,2025-10-07T16:24:43.000+0000,(709)782-5500,,knewhook@ppi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cmkU6YAI,False,,22893574,0030A0000029ihDQAQ,0010A000002w6LUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T15:57:00.000+0000,False,False,005OH0000084GETYA2,2025-10-07T15:57:00.000+0000,005OH0000084GETYA2,2025-10-07T15:57:00.000+0000,005OH0000084GETYA2,2025-10-07T15:57:00.000+0000,(705)733-3338X102,,ttayler@taylerinsurance.com,(705)733-0883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cn0CHYAY,False,,22895078,0030A0000029YvUQAU,0010A000002vyHSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T16:22:13.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T16:22:13.000+0000,0050A000000XQhmQAG,2025-10-07T16:22:13.000+0000,0050A000000XQhmQAG,2025-10-07T16:22:13.000+0000,(709)634-0071X19,,deon@hancockfinancial.ca,(709)634-0112,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cn1YEYAY,False,,22898363,0035o000007BC9IAAW,0015o000007qrtSAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:18:25.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T17:18:25.000+0000,0055o000002KxmIAAS,2025-10-07T17:18:25.000+0000,0055o000002KxmIAAS,2025-10-07T17:18:25.000+0000,(647)986-1687,,bronson.fridal@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cn4XeYAI,False,,22895722,0030A0000029Z0RQAU,0010A000002vyLlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T16:32:34.000+0000,False,False,005OH000007fgYjYAI,2025-10-07T16:32:34.000+0000,005OH000007fgYjYAI,2025-10-07T16:32:34.000+0000,005OH000007fgYjYAI,2025-10-07T16:32:34.000+0000,(514)830-1945,,ftorre@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cn4b1YAA,False,,22898534,003G0000018f6V1IAI,0010A000002wORiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:20:57.000+0000,False,False,0055o000001fOwHAAU,2025-10-07T17:20:57.000+0000,0055o000001fOwHAAU,2025-10-07T17:20:58.000+0000,0055o000001fOwHAAU,2025-10-07T17:20:58.000+0000,(905)328-4866,(905) 328-4866,rob.long@impactfg.com,(905)682-5949,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cn5f5YAA,False,,22899026,0031600002cIy4oAAC,0010A000005BU0aQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:29:06.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T17:29:06.000+0000,0050A000000WjqvQAC,2025-10-07T17:29:06.000+0000,0050A000000WjqvQAC,2025-10-07T17:29:06.000+0000,(613)548-1884,(647) 248-5821,andrew@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cn9PIYAY,False,,22898742,0035o000006d4IyAAI,0015o000007CMHTAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:24:41.000+0000,False,False,005OH0000084GETYA2,2025-10-07T17:24:41.000+0000,005OH0000084GETYA2,2025-10-07T17:24:41.000+0000,005OH0000084GETYA2,2025-10-07T17:24:41.000+0000,(289)230-0404,,westevensfinancial7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnBR6YAM,False,,22897282,003OH00000LLjJ5YAL,001OH00000Q0fSRYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T16:59:46.000+0000,False,False,0050A000001o2WeQAI,2025-10-07T16:59:46.000+0000,0050A000001o2WeQAI,2025-10-07T16:59:46.000+0000,0050A000001o2WeQAI,2025-10-07T16:59:46.000+0000,(902)420-0957,902-233-5523,betsy.macdonald@td.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnEASYA2,False,,22896902,0030A00000A5Ig2QAF,0010A00000AeFKFQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T16:53:03.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T16:53:03.000+0000,0050A000000XQhmQAG,2025-10-07T16:53:04.000+0000,0050A000000XQhmQAG,2025-10-07T16:53:04.000+0000,(709)754-2312,,dmcgrath@nlcu.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnEC2YAM,False,,22899135,003OH00000QSn8UYAT,001OH00000WCHW5YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:30:35.000+0000,False,False,005OH000002iJPDYA2,2025-10-07T17:30:35.000+0000,005OH000002iJPDYA2,2025-10-07T17:30:35.000+0000,005OH000002iJPDYA2,2025-10-07T17:30:35.000+0000,(778)855-2592,,deolee989@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnEdWYAU,False,,22899410,0030A0000029bbdQAA,0010A000002w0VEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:35:13.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T17:35:13.000+0000,0055o000002KxmIAAS,2025-10-07T17:35:14.000+0000,0055o000002KxmIAAS,2025-10-07T17:35:14.000+0000,(519)759-6169,,carla@cglfinancial.com,(519)759-8106,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnG5nYAE,False,,22897803,0035o000003CjmzAAC,0015o000003r6NxAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:09:08.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T17:09:08.000+0000,0050A000000XQhmQAG,2025-10-07T17:09:08.000+0000,0050A000000XQhmQAG,2025-10-07T17:09:08.000+0000,(709)701-5933,,dougpippy@pippyins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnKitYAE,False,,22898654,0030A000007uAJ9QAM,0010A000008mbH9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:23:08.000+0000,False,False,0055o000001fOwHAAU,2025-10-07T17:23:08.000+0000,0055o000001fOwHAAU,2025-10-07T17:23:09.000+0000,0055o000001fOwHAAU,2025-10-07T17:23:09.000+0000,(905)682-2651,(289) 228-7861,nadia.potter@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnKxOYAU,False,,22897481,0030A0000029cZTQAY,0010A000002w1FyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:03:17.000+0000,False,False,005OH0000084GETYA2,2025-10-07T17:03:17.000+0000,005OH0000084GETYA2,2025-10-07T17:03:17.000+0000,005OH0000084GETYA2,2025-10-07T17:03:17.000+0000,(905)988-7328,(905) 988-7328,emjay@cogeco.ca,(905)735-4421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnLn3YAE,False,,22899039,003G0000018f6ZIIAY,0010A000002wOWNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:29:18.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T17:29:18.000+0000,0050A000000XQhmQAG,2025-10-07T17:29:19.000+0000,0050A000000XQhmQAG,2025-10-07T17:29:19.000+0000,(902)220-1271,(902) 220-1271,chris@cpbarrettfinancial.com,(902)425-9518,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnNGwYAM,False,,22897837,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:09:57.000+0000,False,False,005OH00000865wTYAQ,2025-10-07T17:09:57.000+0000,005OH00000865wTYAQ,2025-10-07T17:09:57.000+0000,005OH00000865wTYAQ,2025-10-07T17:09:57.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnQYBYA2,False,,22898976,003OH00000PlbfHYAR,001OH00000VLpCNYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:28:11.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T17:28:11.000+0000,0050A000000XQhmQAG,2025-10-07T17:28:12.000+0000,0050A000000XQhmQAG,2025-10-07T17:28:12.000+0000,(506)857-0418,(506) 850-5109,bruce@dixonpatterson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnS8bYAE,False,,22899762,0030A0000029pCaQAI,0010A000002wBhwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:41:07.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T17:41:07.000+0000,0055o000002DK5fAAG,2025-10-07T17:41:07.000+0000,0055o000002DK5fAAG,2025-10-07T17:41:07.000+0000,(416)297-1766X3320,4169533232,edmund.tin@dfsin.ca,(905)479-3339,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnSzmYAE,False,,22898079,003G0000018f6wmIAA,0010A000002wOycQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:14:03.000+0000,False,False,005OH00000AdAzSYAV,2025-10-07T17:14:03.000+0000,005OH00000AdAzSYAV,2025-10-07T17:14:03.000+0000,005OH00000AdAzSYAV,2025-10-07T17:14:03.000+0000,(905)662-2424X284,(416) 671-0445,mark@truvisionfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnUFHYA2,False,,22901953,003G0000018f6xKIAQ,0010A000002wOzyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:16:29.000+0000,False,False,005OH000002N6huYAC,2025-10-07T18:16:29.000+0000,005OH000002N6huYAC,2025-10-07T18:16:29.000+0000,005OH000002N6huYAC,2025-10-07T18:16:29.000+0000,(514)622-6808,(450) 400-0033,yuntao.zhang@fvwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnUQTYA2,False,,22898196,003OH00000PlbfHYAR,001OH00000VLpCNYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:15:44.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T17:15:44.000+0000,0050A000000XQhmQAG,2025-10-07T17:15:44.000+0000,0050A000000XQhmQAG,2025-10-07T17:15:44.000+0000,(506)857-0418,(506) 850-5109,bruce@dixonpatterson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnXUoYAM,False,,22898585,0030A0000029VueQAE,0010A000002vvlvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:21:53.000+0000,False,False,005OH0000084GETYA2,2025-10-07T17:21:53.000+0000,005OH0000084GETYA2,2025-10-07T17:21:53.000+0000,005OH0000084GETYA2,2025-10-07T17:21:53.000+0000,(905)687-6259,,jack@jsjfinancialgroup.com,(905)688-4397,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnY13YAE,False,,22898543,0030A0000029Z8ZQAU,0010A000002vyT0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:21:11.000+0000,False,False,0050A000001o2WeQAI,2025-10-07T17:21:11.000+0000,0050A000001o2WeQAI,2025-10-07T17:21:11.000+0000,0050A000001o2WeQAI,2025-10-07T17:21:11.000+0000,(519)669-1631,902-940-0571,craig.dougan@pib.com,(519)669-1923,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnYsHYAU,False,,22898628,0030A0000029gzTQAQ,0010A000002w4vhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:22:39.000+0000,False,False,0050A000001o2WeQAI,2025-10-07T17:22:39.000+0000,0050A000001o2WeQAI,2025-10-07T17:22:39.000+0000,0050A000001o2WeQAI,2025-10-07T17:22:39.000+0000,(902)835-4511,,shawn@evangelinewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnZBgYAM,False,,22899067,003G0000018f6yWIAQ,0010A000002wP1AQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:29:40.000+0000,False,False,0055o000001fOwHAAU,2025-10-07T17:29:40.000+0000,0055o000001fOwHAAU,2025-10-07T17:29:40.000+0000,0055o000001fOwHAAU,2025-10-07T17:29:40.000+0000,(416)985-3531,(416) 985-3531,lawrence@lgadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnZOZYA2,False,,22898751,003G0000018f6frIAA,0010A000002wOdtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:24:52.000+0000,False,False,0055o000001fOwHAAU,2025-10-07T17:24:52.000+0000,0055o000001fOwHAAU,2025-10-07T17:24:53.000+0000,0055o000001fOwHAAU,2025-10-07T17:24:53.000+0000,(905)641-0438,(905) 641-0438,auby@afenig.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnZUzYAM,False,,22898694,003G000001F5wVLIAZ,0010A000002wS6cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:23:51.000+0000,False,False,0050A000001o2WeQAI,2025-10-07T17:23:51.000+0000,0050A000001o2WeQAI,2025-10-07T17:23:51.000+0000,0050A000001o2WeQAI,2025-10-07T17:23:51.000+0000,(902) 629-1118,,myounker@younkerkelly.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnZl9YAE,False,,22899366,003G0000018f6iBIAQ,0010A000002wOiQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:34:31.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T17:34:31.000+0000,0050A000000WjqvQAC,2025-10-07T17:34:31.000+0000,0050A000000WjqvQAC,2025-10-07T17:34:31.000+0000,(613)629-1234,(613) 401-7633,rod.white@rgwfinancial.com,(613)629-1236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cna66YAA,False,,22899665,003OH00000CDliJYAT,001OH00000EhR3TYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:39:28.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T17:39:28.000+0000,0055o000002KxmIAAS,2025-10-07T17:39:28.000+0000,0055o000002KxmIAAS,2025-10-07T17:39:28.000+0000,(226)567-5750,,cynthia.sheppard@brewittfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cna9OYAQ,False,,22901293,0030A0000029ohlQAA,0010A000002wBJZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:05:38.000+0000,False,False,005OH0000084GETYA2,2025-10-07T18:05:38.000+0000,005OH0000084GETYA2,2025-10-07T18:05:38.000+0000,005OH0000084GETYA2,2025-10-07T18:05:38.000+0000,(416)639-8825,4167253792,willie.chey@gmail.com,(905)305-6108,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnaFmYAI,False,,22898931,003OH00000KkdxMYAR,001OH00000PJe9sYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:27:39.000+0000,False,False,0055o000001fOwHAAU,2025-10-07T17:27:39.000+0000,0055o000001fOwHAAU,2025-10-07T17:27:39.000+0000,0055o000001fOwHAAU,2025-10-07T17:27:39.000+0000,(905)321-9742,,cmiller@capital-wealth.ca,(905)682-2378,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnbRxYAI,False,,22898884,003G0000020tUqoIAE,0010A000002wT7hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:26:58.000+0000,False,False,0055o000001fOwHAAU,2025-10-07T17:26:58.000+0000,0055o000001fOwHAAU,2025-10-07T17:26:59.000+0000,0055o000001fOwHAAU,2025-10-07T17:26:59.000+0000,(905)684-0296,,jfralick@prosimfinancial.ca,(289)362-2047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cne86YAA,False,,22899652,0030A0000029oQdQAI,0010A000002wB4mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:39:16.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T17:39:16.000+0000,0055o000002DK5fAAG,2025-10-07T17:39:17.000+0000,0055o000002DK5fAAG,2025-10-07T17:39:17.000+0000,(905)570-1200X223,,shawn.smith@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnf4BYAQ,False,,22899827,0030A0000029pCaQAI,0010A000002wBhwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:42:13.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T17:42:13.000+0000,0055o000002DK5fAAG,2025-10-07T17:42:14.000+0000,0055o000002DK5fAAG,2025-10-07T17:42:14.000+0000,(416)297-1766X3320,4169533232,edmund.tin@dfsin.ca,(905)479-3339,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cngt4YAA,False,,22899583,0030A0000029oQdQAI,0010A000002wB4mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:38:11.000+0000,False,False,0055o000002DK5fAAG,2025-10-07T17:38:11.000+0000,0055o000002DK5fAAG,2025-10-07T17:38:11.000+0000,0055o000002DK5fAAG,2025-10-07T17:38:11.000+0000,(905)570-1200X223,,shawn.smith@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnh19YAA,False,,22900229,0030A000002EmbSQAS,0010A0000031KS4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:48:43.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T17:48:43.000+0000,0050A000000WjqvQAC,2025-10-07T17:48:43.000+0000,0050A000000WjqvQAC,2025-10-07T17:48:43.000+0000,(613)355-7016,(613) 355-7016,joanne@theprecplanners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cniA7YAI,False,,22899797,0030A0000029prfQAA,0010A000002wCDzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:41:37.000+0000,False,False,0055o000001h4cFAAQ,2025-10-07T17:41:37.000+0000,0055o000001h4cFAAQ,2025-10-07T17:41:37.000+0000,0055o000001h4cFAAQ,2025-10-07T17:41:37.000+0000,(807)684-1900,,jed@zieglergroup.ca,(807)345-7751,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnjcZYAQ,False,,22904747,0030A000004r2qcQAA,0010A000005cmgsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:00:34.000+0000,False,False,0055o000001h4cFAAQ,2025-10-07T19:00:34.000+0000,0055o000001h4cFAAQ,2025-10-07T19:00:34.000+0000,0055o000001h4cFAAQ,2025-10-07T19:00:34.000+0000,(204)573-9596,,jameshellis@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnkDYYAY,False,,22901587,003OH00000LLjJ8YAL,001OH00000Q0fSUYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:10:29.000+0000,False,False,005OH000002N6huYAC,2025-10-07T18:10:29.000+0000,005OH000002N6huYAC,2025-10-07T18:10:30.000+0000,005OH000002N6huYAC,2025-10-07T18:10:30.000+0000,(418)955-3255,819-609-6550,pierre-luc@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnnJTYAY,False,,22900105,003G0000018f6yzIAA,0010A000002wP1dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T17:47:07.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T17:47:07.000+0000,0050A000000WjqvQAC,2025-10-07T17:47:08.000+0000,0050A000000WjqvQAC,2025-10-07T17:47:08.000+0000,(613)747-8181,(613) 797-9918,joe.truglia@truespectwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnt3yYAA,False,,22902673,003OH00000NkSiXYAV,001OH00000SqQUjYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:28:44.000+0000,False,False,005OH000004pk06YAA,2025-10-07T18:28:44.000+0000,005OH000004pk06YAA,2025-10-07T18:28:45.000+0000,005OH000004pk06YAA,2025-10-07T18:28:45.000+0000,(905)531-6909,,talktomilesnow@gmail.com,(289)674-5572,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnu9eYAA,False,,22901226,0031600002OjkOgAAJ,0010A000002wNmMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:04:42.000+0000,False,False,005OH000002N6huYAC,2025-10-07T18:04:42.000+0000,005OH000002N6huYAC,2025-10-07T18:04:43.000+0000,005OH000002N6huYAC,2025-10-07T18:04:43.000+0000,(450)582-4777,(514) 424-5033,julien@daneault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnuG7YAI,False,,22900978,0031600002a9N1sAAE,0010A000002wOHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:00:56.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T18:00:56.000+0000,0050A000000XQhmQAG,2025-10-07T18:00:56.000+0000,0050A000000XQhmQAG,2025-10-07T18:00:56.000+0000,(902)401-4166,(902) 401-4166,djones@ldwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnvyXYAQ,False,,22901052,0030A0000029h8WQAQ,0010A000002w546QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:02:04.000+0000,False,False,005OH0000084GETYA2,2025-10-07T18:02:04.000+0000,005OH0000084GETYA2,2025-10-07T18:02:04.000+0000,005OH0000084GETYA2,2025-10-07T18:02:04.000+0000,(905)428-7205,,ljbossuyt@sympatico.ca,(905)428-7290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cny8VYAQ,False,,22905527,003G0000029n1TxIAI,0010A000002wTFFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:13:23.000+0000,False,False,005OH000002N6huYAC,2025-10-07T19:13:23.000+0000,005OH000002N6huYAC,2025-10-07T19:13:23.000+0000,005OH000002N6huYAC,2025-10-07T19:13:23.000+0000,(450)231-8338,(450) 231-8338,vincent@gfletarte.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnzcPYAQ,False,,22905507,0030A0000029XUpQAM,0010A000002vx3qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:13:05.000+0000,False,False,005OH000004pk06YAA,2025-10-07T19:13:05.000+0000,005OH000004pk06YAA,2025-10-07T19:13:05.000+0000,005OH000004pk06YAA,2025-10-07T19:13:05.000+0000,(647)978-9124,,info@davefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cnzqsYAA,False,,22902265,0030A000009F19mQAC,0010A00000AEmf1QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:21:57.000+0000,False,False,005OH000002iJPDYA2,2025-10-07T18:21:57.000+0000,005OH000002iJPDYA2,2025-10-07T18:21:57.000+0000,005OH000002iJPDYA2,2025-10-07T18:21:57.000+0000,(778)953-5728,,gao9968@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000co029YAA,False,,22901485,003OH00000LLjJ8YAL,001OH00000Q0fSUYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:08:50.000+0000,False,False,005OH000002N6huYAC,2025-10-07T18:08:50.000+0000,005OH000002N6huYAC,2025-10-07T18:08:50.000+0000,005OH000002N6huYAC,2025-10-07T18:08:50.000+0000,(418)955-3255,819-609-6550,pierre-luc@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000co0a2YAA,False,,22902924,003G0000018f7CYIAY,0010A000002wPGWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:32:30.000+0000,False,False,0055o000001NWfMAAW,2025-10-07T18:32:30.000+0000,0055o000001NWfMAAW,2025-10-07T18:32:31.000+0000,0055o000001NWfMAAW,2025-10-07T18:32:31.000+0000,(647)219-7404,(647) 219-7404,jerry.liu@trilliumcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000co1axYAA,False,,22901981,003G000001D3Rg9IAF,0010A000002wRt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:17:03.000+0000,False,False,0050A000000Hq5PQAS,2025-10-07T18:17:03.000+0000,0050A000000Hq5PQAS,2025-10-07T18:17:03.000+0000,0050A000000Hq5PQAS,2025-10-07T18:17:03.000+0000,(905)442-2155,(416) 818-0791,peter.killam@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000co2YjYAI,False,,22905773,003G0000018f6hRIAQ,0010A000002wOhhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:17:48.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T19:17:48.000+0000,0050A000000XQhmQAG,2025-10-07T19:17:49.000+0000,0050A000000XQhmQAG,2025-10-07T19:17:49.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000co3BKYAY,False,,22902332,003G0000018f6RUIAY,0010A000002wONpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:23:10.000+0000,False,False,0055o000001fOwHAAU,2025-10-07T18:23:10.000+0000,0055o000001fOwHAAU,2025-10-07T18:23:10.000+0000,0055o000001fOwHAAU,2025-10-07T18:23:10.000+0000,(905)682-2651X230,(905) 980-1015,mark@cipparonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000co3piYAA,False,,22903694,003OH00000JMi7VYAT,001OH00000Ni30AYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:44:24.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T18:44:24.000+0000,0055o000002KxmIAAS,2025-10-07T18:44:25.000+0000,0055o000002KxmIAAS,2025-10-07T18:44:25.000+0000,(519)886-2360,(705) 492-8217,adam.marceau@ig.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coCWLYA2,False,,22902840,0030A0000029klBQAQ,0010A000002w81iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:31:11.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T18:31:11.000+0000,0055o000002KxmIAAS,2025-10-07T18:31:12.000+0000,0055o000002KxmIAAS,2025-10-07T18:31:12.000+0000,(519)869-4989,(519) 381-4502,scott@kellettfinancial.com,(519)869-8674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coDKNYA2,False,,22903042,0030A0000029gBnQAI,0010A000002w4FyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:34:28.000+0000,False,False,005OH000004pk06YAA,2025-10-07T18:34:28.000+0000,005OH000004pk06YAA,2025-10-07T18:34:28.000+0000,005OH000004pk06YAA,2025-10-07T18:34:28.000+0000,(416)492-0015,,davidjr@cowperinsurance.ca,(416)498-1525,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coGa1YAE,False,,22905329,0030A0000029lwbQAA,0010A000002w8zDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:10:13.000+0000,False,False,005OH000004pk06YAA,2025-10-07T19:10:13.000+0000,005OH000004pk06YAA,2025-10-07T19:10:14.000+0000,005OH000004pk06YAA,2025-10-07T19:10:14.000+0000,(905)939-2930,416-605-8322,maria.ferreiraconcepts@gmail.com,(905)939-4524,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coGyHYAU,False,,22907353,0030A0000029ds5QAA,0010A000002w2IYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:42:58.000+0000,False,False,0055o000001h4cFAAQ,2025-10-07T19:42:58.000+0000,0055o000001h4cFAAQ,2025-10-07T19:42:58.000+0000,0055o000001h4cFAAQ,2025-10-07T19:42:58.000+0000,(204)346-0843,(204) 371-7733,joel@bourgouin.ca,(204)326-4021,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coGzqYAE,False,,22906271,0030A0000029ppNQAQ,0010A000002wCBwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:25:38.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T19:25:38.000+0000,005OH000003ds0PYAQ,2025-10-07T19:25:39.000+0000,005OH000003ds0PYAQ,2025-10-07T19:25:39.000+0000,(613)242-1259,,jcavanagh0919@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coIDaYAM,False,,22904484,0030A0000029ePXQAY,0010A000002w2mjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:56:07.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T18:56:07.000+0000,0055o000002KxmIAAS,2025-10-07T18:56:08.000+0000,0055o000002KxmIAAS,2025-10-07T18:56:08.000+0000,(905)735-2252,,csteele@bujoldsteele.ca,(905)735-4421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coIa9YAE,False,,22903548,003G0000018f6iLIAQ,0010A000002wOiaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:42:11.000+0000,False,False,005OH000002N6huYAC,2025-10-07T18:42:11.000+0000,005OH000002N6huYAC,2025-10-07T18:42:11.000+0000,005OH000002N6huYAC,2025-10-07T18:42:11.000+0000,(514)931-4242X4238,(514) 699-5220,jessica.laoun@elevationsfinancieres.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coKvJYAU,False,,22903832,0030A0000029krGQAQ,0010A000002w86QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:46:34.000+0000,False,False,0055o000001h4cFAAQ,2025-10-07T18:46:34.000+0000,0055o000001h4cFAAQ,2025-10-07T18:46:35.000+0000,0055o000001h4cFAAQ,2025-10-07T18:46:35.000+0000,(204)663-9034,,trevor@graysfinancial.com,(204)661-3853,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coLOQYA2,False,,22905570,0030A0000029etGQAQ,0010A000002w37uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:14:06.000+0000,False,False,0055o000001h4cFAAQ,2025-10-07T19:14:06.000+0000,0055o000001h4cFAAQ,2025-10-07T19:27:36.000+0000,0055o000001h4cFAAQ,2025-10-07T19:27:36.000+0000,(204)340-6057,,cfitkowsky@avisowm.ca,(866)833-0214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coLhiYAE,False,,22904251,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T18:52:48.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T18:52:48.000+0000,0050A000000WjqvQAC,2025-10-07T18:52:49.000+0000,0050A000000WjqvQAC,2025-10-07T18:52:49.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coPTgYAM,False,,22906154,0030A00000B8I0cQAF,0010A00000BiY6BQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:23:47.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T19:23:47.000+0000,005OH000003ds0PYAQ,2025-10-07T19:23:48.000+0000,005OH000003ds0PYAQ,2025-10-07T19:23:48.000+0000,(905)415-2214,,michael@financialinsuranceconsultants.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coR0oYAE,False,,22905670,003OH00000PlbfHYAR,001OH00000VLpCNYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:15:52.000+0000,False,False,0050A000000XQhmQAG,2025-10-07T19:15:52.000+0000,0050A000000XQhmQAG,2025-10-07T19:15:52.000+0000,0050A000000XQhmQAG,2025-10-07T19:15:52.000+0000,(506)857-0418,(506) 850-5109,bruce@dixonpatterson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coT0wYAE,False,,22904965,003G0000018f6VxIAI,0010A000002wOSeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:03:45.000+0000,False,False,005OH000002N6huYAC,2025-10-07T19:03:45.000+0000,005OH000002N6huYAC,2025-10-07T19:03:46.000+0000,005OH000002N6huYAC,2025-10-07T19:03:46.000+0000,(450)672-3434,,benoit@gfintegrale.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coTIfYAM,False,,22904737,0030A0000029eZvQAI,0010A000002w2tUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:00:23.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T19:00:23.000+0000,005OH000003ds0PYAQ,2025-10-07T19:00:24.000+0000,005OH000003ds0PYAQ,2025-10-07T19:00:24.000+0000,(613)277-4974,,williamscottbuchanan@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coWRqYAM,False,,22905509,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:13:06.000+0000,False,False,0050A000000WjqvQAC,2025-10-07T19:13:06.000+0000,0050A000000WjqvQAC,2025-10-07T19:13:06.000+0000,0050A000000WjqvQAC,2025-10-07T19:13:06.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coYWrYAM,False,,22905226,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:08:25.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T19:08:25.000+0000,005OH000003ds0PYAQ,2025-10-07T19:08:26.000+0000,005OH000003ds0PYAQ,2025-10-07T19:08:26.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coeyrYAA,False,,22905936,0031600002G7TxDAAV,0015o000008CyqZAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:20:02.000+0000,False,False,005OH000002N6huYAC,2025-10-07T19:20:02.000+0000,005OH000002N6huYAC,2025-10-07T19:20:03.000+0000,005OH000002N6huYAC,2025-10-07T19:20:03.000+0000,(450) 743-0035 x126,,elaine.frenette@bltheroux.qc.ca,(450) 743-4528,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cofLTYAY,False,,22907022,003OH00000JMi7VYAT,001OH00000Ni30AYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:38:17.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T19:38:17.000+0000,0055o000002KxmIAAS,2025-10-07T19:38:18.000+0000,0055o000002KxmIAAS,2025-10-07T19:38:18.000+0000,(519)886-2360,(705) 492-8217,adam.marceau@ig.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cofzlYAA,False,,22906076,0035o000007CAmvAAG,0015o000007s0l6AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:22:23.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T19:22:23.000+0000,005OH000003ds0PYAQ,2025-10-07T19:22:23.000+0000,005OH000003ds0PYAQ,2025-10-07T19:22:23.000+0000,(613)834-9714,,mortgagesbylucy@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cohQTYAY,False,,22906244,003G0000018f720IAA,0010A000002wP5KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:25:13.000+0000,False,False,0055o000002KxmIAAS,2025-10-07T19:25:13.000+0000,0055o000002KxmIAAS,2025-10-07T19:25:14.000+0000,0055o000002KxmIAAS,2025-10-07T19:25:14.000+0000,(226)338-2131,,david@davidmcmullin.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cokwDYAQ,False,,22906516,0030A0000029Z0yQAE,0010A000002vyMDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:29:26.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T19:29:26.000+0000,005OH000004oiYEYAY,2025-10-07T19:29:26.000+0000,005OH000004oiYEYAY,2025-10-07T19:29:26.000+0000,(519)250-7267,(519) 966-5046,juliecharrette@greendoorfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000con9KYAQ,False,,22907427,0030A0000029dYwQAI,0010A000002w23zQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:44:09.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T19:44:09.000+0000,005OH000004oiYEYAY,2025-10-07T19:44:09.000+0000,005OH000004oiYEYAY,2025-10-07T19:44:09.000+0000,(519)601-9150,(519) 640-9946,finn.oflanagan@raymondjames.ca,(519)601-9151,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coogTYAQ,False,,22906898,0030A000002tVKBQA2,0010A000003fnCYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:35:57.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T19:35:57.000+0000,005OH000004oiYEYAY,2025-10-07T19:35:58.000+0000,005OH000004oiYEYAY,2025-10-07T19:35:58.000+0000,(519)672-9000,x200,richard.pieprzak@manulifesecurities.ca,(519)672-2743,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coq5aYAA,False,,22907637,003G0000018f7SQIAY,0010A000002wPZ0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:47:20.000+0000,False,False,005G0000002gyDJIAY,2025-10-07T19:47:20.000+0000,005G0000002gyDJIAY,2025-10-07T19:47:21.000+0000,005G0000002gyDJIAY,2025-10-07T19:47:21.000+0000,(780)723-4229,,john@mpsinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cosQjYAI,False,,22907316,003OH000002BtMgYAK,001OH000002i1VcYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:42:28.000+0000,False,False,0050A000000Hq5PQAS,2025-10-07T19:42:28.000+0000,0050A000000Hq5PQAS,2025-10-07T19:42:28.000+0000,0050A000000Hq5PQAS,2025-10-07T19:42:28.000+0000,(416)826-8445,,james@sferofinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000coultYAA,False,,22907663,0030A000006KOT6QAO,0010A0000075Us9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:47:45.000+0000,False,False,005OH000004oiYEYAY,2025-10-07T19:47:45.000+0000,005OH000004oiYEYAY,2025-10-07T19:47:45.000+0000,005OH000004oiYEYAY,2025-10-07T19:47:45.000+0000,(519)679-5440,,jmorel@mcfr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000covq1YAA,False,,22907805,0030A0000029hMWQAY,0010A000002w5H8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T19:50:21.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T19:50:21.000+0000,005OH000003ds0PYAQ,2025-10-07T19:50:21.000+0000,005OH000003ds0PYAQ,2025-10-07T19:50:21.000+0000,(613)391-7715,,pcwild2023@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cp3KXYAY,False,,22908560,0035o000007N70EAAS,0015o0000084fyMAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T20:04:30.000+0000,False,False,005OH000003ds0PYAQ,2025-10-07T20:04:30.000+0000,005OH000003ds0PYAQ,2025-10-07T20:04:30.000+0000,005OH000003ds0PYAQ,2025-10-07T20:04:30.000+0000,(613)885-8231,,jessicabourdon2@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cp5B3YAI,False,,22908742,0030A0000029etGQAQ,0010A000002w37uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T20:08:11.000+0000,False,False,0055o000001h4cFAAQ,2025-10-07T20:08:11.000+0000,0055o000001h4cFAAQ,2025-10-07T20:08:12.000+0000,0055o000001h4cFAAQ,2025-10-07T20:08:12.000+0000,(204)340-6057,,cfitkowsky@avisowm.ca,(866)833-0214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cpI53YAE,False,,22910080,003G0000018f7AbIAI,0010A000002wPEaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T20:35:21.000+0000,False,False,005OH00000AdAzSYAV,2025-10-07T20:35:21.000+0000,005OH00000AdAzSYAV,2025-10-07T20:35:21.000+0000,005OH00000AdAzSYAV,2025-10-07T20:35:21.000+0000,(519)766-9363,(519) 500-5369,karen.archer@wealthrite.ca,(519)766-0383,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cpIWTYA2,False,,22910111,003G0000018f7AbIAI,0010A000002wPEaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T20:36:22.000+0000,False,False,005OH00000AdAzSYAV,2025-10-07T20:36:22.000+0000,005OH00000AdAzSYAV,2025-10-07T20:36:22.000+0000,005OH00000AdAzSYAV,2025-10-07T20:36:22.000+0000,(519)766-9363,(519) 500-5369,karen.archer@wealthrite.ca,(519)766-0383,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cpQx7YAE,False,,22912412,0035o000006k4ocAAA,0015o000007KZj8AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T21:43:22.000+0000,False,False,005OH000002iJPDYA2,2025-10-07T21:43:22.000+0000,005OH000002iJPDYA2,2025-10-07T21:43:22.000+0000,005OH000002iJPDYA2,2025-10-07T21:43:22.000+0000,(778)891-8173,,jenniferli8173@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cpYt1YAE,False,,22912480,0030A00000BDIHtQAP,0010A00000BnQbYQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T21:45:58.000+0000,False,False,005OH000002iJPDYA2,2025-10-07T21:45:58.000+0000,005OH000002iJPDYA2,2025-10-07T21:45:59.000+0000,005OH000002iJPDYA2,2025-10-07T21:45:59.000+0000,(604)771-7182,,cwj0912@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cpnnEYAQ,False,,22913810,0030A00000BDIHtQAP,0010A00000BnQbYQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T22:45:46.000+0000,False,False,005OH000002iJPDYA2,2025-10-07T22:45:46.000+0000,005OH000002iJPDYA2,2025-10-07T22:45:46.000+0000,005OH000002iJPDYA2,2025-10-07T22:45:46.000+0000,(604)771-7182,,cwj0912@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cq0ioYAA,False,,22914582,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-07T23:43:38.000+0000,False,False,005OH000001cCPNYA2,2025-10-07T23:43:38.000+0000,005OH000001cCPNYA2,2025-10-07T23:43:38.000+0000,005OH000001cCPNYA2,2025-10-07T23:43:38.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,177.0
500OH00000cqmicYAA,False,,22915941,0030A0000029YZ9QAM,0010A000002vxxmQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-10-08T12:35:08.000+0000,False,False,0055o000001jr2KAAQ,2025-10-08T12:31:30.000+0000,0055o000001jr2KAAQ,2025-10-08T12:35:08.000+0000,0055o000001jr2KAAQ,2025-10-08T12:35:08.000+0000,(506)857-8055,(506) 259-9991,devansh.bavishi@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001jr2KAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cqo4VYAQ,False,,22916023,0030A0000029YZ9QAM,0010A000002vxxmQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Completed welcome call - coverage overview, and system access",True,2025-10-08T12:47:24.000+0000,False,False,0055o000001jr2KAAQ,2025-10-08T12:36:14.000+0000,0055o000001jr2KAAQ,2025-10-08T12:47:24.000+0000,0055o000001jr2KAAQ,2025-10-08T12:47:24.000+0000,(506)857-8055,(506) 259-9991,devansh.bavishi@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001jr2KAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cqpi9YAA,False,,22916319,0035o000006smjNAAQ,0015o000007UXDmAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T12:48:59.000+0000,False,False,005G0000002gxxjIAA,2025-10-08T12:48:59.000+0000,005G0000002gxxjIAA,2025-10-08T12:48:59.000+0000,005G0000002gxxjIAA,2025-10-08T12:48:59.000+0000,(514)623-6323,,prbienne@axpcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cqxZEYAY,False,,22917737,003OH00000BYlEQYA1,001OH00000DugmpYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:32:59.000+0000,False,False,005OH000004pk06YAA,2025-10-08T13:32:59.000+0000,005OH000004pk06YAA,2025-10-08T13:32:59.000+0000,005OH000004pk06YAA,2025-10-08T13:32:59.000+0000,(647)562-7951,,arghavanrastegari@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cr0YjYAI,False,,22918597,003G0000018f6qVIAQ,0010A000002wOsJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:52:08.000+0000,False,False,005OH000002N6huYAC,2025-10-08T13:52:08.000+0000,005OH000002N6huYAC,2025-10-08T13:52:09.000+0000,005OH000002N6huYAC,2025-10-08T13:52:09.000+0000,(514)638-0970,,erik.poupion@canadavie.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cr2LzYAI,False,,22917543,0030A0000029mwIQAQ,0010A000002w9rqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:27:35.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T13:27:35.000+0000,005OH000004oiYEYAY,2025-10-08T13:27:36.000+0000,005OH000004oiYEYAY,2025-10-08T13:27:36.000+0000,(519)474-2631,5196711976,cherylcampbellcfp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cr3tCYAQ,False,,22918942,0030A0000029epqQAA,0010A000002w35SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:59:51.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T13:59:51.000+0000,005OH000007fgYjYAI,2025-10-08T13:59:52.000+0000,005OH000007fgYjYAI,2025-10-08T13:59:52.000+0000,(514)743-9897,,jonzeidel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cr4yyYAA,False,,22920161,003G0000018f7ItIAI,0010A000002wPO9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:25:17.000+0000,False,False,0055o000001fOwHAAU,2025-10-08T14:25:17.000+0000,0055o000001fOwHAAU,2025-10-08T14:25:17.000+0000,0055o000001fOwHAAU,2025-10-08T14:25:17.000+0000,(905)276-1177,(416) 347-3728,rharoutunian@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cr7YcYAI,False,,22919354,0030A0000029m3pQAA,0010A000002w959QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:09:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T14:09:19.000+0000,005OH000004oiYEYAY,2025-10-08T14:09:19.000+0000,005OH000004oiYEYAY,2025-10-08T14:09:19.000+0000,(519)646-5721,,,(519)645-4896,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crCRoYAM,False,,22918749,003OH00000MImUjYAL,001OH00000R5fJHYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:55:33.000+0000,False,False,0055o000001NWfMAAW,2025-10-08T13:55:33.000+0000,0055o000001NWfMAAW,2025-10-08T13:55:33.000+0000,0055o000001NWfMAAW,2025-10-08T13:55:33.000+0000,(647)866-7972,,sophy.jiang.insurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crCd3YAE,False,,22917453,0030A0000029mwIQAQ,0010A000002w9rqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:25:20.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T13:25:20.000+0000,005OH000004oiYEYAY,2025-10-08T13:25:20.000+0000,005OH000004oiYEYAY,2025-10-08T13:25:20.000+0000,(519)474-2631,5196711976,cherylcampbellcfp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crDipYAE,False,,22917956,0030A0000029mwIQAQ,0010A000002w9rqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:37:42.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T13:37:42.000+0000,005OH000004oiYEYAY,2025-10-08T13:37:42.000+0000,005OH000004oiYEYAY,2025-10-08T13:37:42.000+0000,(519)474-2631,5196711976,cherylcampbellcfp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crFJBYA2,False,,22917729,003G0000018f79PIAQ,0010A000002wPCiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:32:49.000+0000,False,False,005OH000002N6huYAC,2025-10-08T13:32:49.000+0000,005OH000002N6huYAC,2025-10-08T13:32:49.000+0000,005OH000002N6huYAC,2025-10-08T13:32:49.000+0000,(418)210-0153,(418) 570-1050,mcbouchard@cgsmcb.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crFKsYAM,False,,22919036,003G0000018f6iIIAQ,0010A000002wOiXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:01:58.000+0000,False,False,005OH000002N6huYAC,2025-10-08T14:01:58.000+0000,005OH000002N6huYAC,2025-10-08T14:01:58.000+0000,005OH000002N6huYAC,2025-10-08T14:01:58.000+0000,(819)701-0903,(819) 701-0903,veronique.lessard@infovl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crGTlYAM,False,,22917861,0030A00000A1326QAB,0010A00000AaEONQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:35:27.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T13:35:27.000+0000,005OH000004oiYEYAY,2025-10-08T13:35:28.000+0000,005OH000004oiYEYAY,2025-10-08T13:35:28.000+0000,(647)244-4213,,crodriguez@crtfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crIXBYA2,False,,22918083,0030A000007pkNOQAY,0010A000008iAJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:40:42.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T13:40:42.000+0000,005OH000007fgYjYAI,2025-10-08T13:40:43.000+0000,005OH000007fgYjYAI,2025-10-08T13:40:43.000+0000,(514)812-7093,,ralph.zeidan@groupefinances.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crJQ2YAM,False,,22918324,003OH00000BezZWYAZ,001OH00000E17yfYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:46:13.000+0000,False,False,005OH000002N6huYAC,2025-10-08T13:46:13.000+0000,005OH000002N6huYAC,2025-10-08T13:46:13.000+0000,005OH000002N6huYAC,2025-10-08T13:46:13.000+0000,(450)271-1089,,valerie@martinbrisebois.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crKxDYAU,False,,22919820,003OH0000077h2gYAA,001OH000008nv3pYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:18:58.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T14:18:58.000+0000,005OH000004oiYEYAY,2025-10-08T14:18:58.000+0000,005OH000004oiYEYAY,2025-10-08T14:18:58.000+0000,(519)902-7136,,thickey428@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crLJmYAM,False,,22918602,003OH00000SXZobYAH,001OH00000Yk6bvYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T13:52:17.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T13:52:17.000+0000,0055o000002DK5fAAG,2025-10-08T13:52:18.000+0000,0055o000002DK5fAAG,2025-10-08T13:52:18.000+0000,(289)812-1074,,andrew.vuk@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crPs3YAE,False,,22921344,0030A0000029X8mQAE,0010A000002vwnWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:45:58.000+0000,False,False,005OH000002npWUYAY,2025-10-08T14:45:58.000+0000,005OH000002npWUYAY,2025-10-08T14:45:58.000+0000,005OH000002npWUYAY,2025-10-08T14:45:58.000+0000,(905)513-8361,,ronywong23@gmail.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crQEeYAM,False,,22919502,0030A0000029Wx6QAE,0010A000002vwcJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:13:02.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T14:13:02.000+0000,0050A000000XQhmQAG,2025-10-08T14:13:02.000+0000,0050A000000XQhmQAG,2025-10-08T14:13:02.000+0000,(709)634-3338,(709) 640-0100,blair@harbourfinancialgroup.ca,(709)634-7760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crQhhYAE,False,,22919977,003G000001lFZqfIAG,0010A000002wSyiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:21:52.000+0000,False,False,0055o000001fOwHAAU,2025-10-08T14:21:52.000+0000,0055o000001fOwHAAU,2025-10-08T14:21:52.000+0000,0055o000001fOwHAAU,2025-10-08T14:21:53.000+0000,(905)329-3872,(905) 329-3872,kyle.cassidy@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crRQnYAM,False,,22919019,0030A0000029oQdQAI,0010A000002wB4mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:01:37.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T14:01:37.000+0000,0055o000002DK5fAAG,2025-10-08T14:01:37.000+0000,0055o000002DK5fAAG,2025-10-08T14:01:37.000+0000,(905)570-1200X223,,shawn.smith@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crRsFYAU,False,,22920070,003G0000018f7YBIAY,0010A000002wPf2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:23:34.000+0000,False,False,0055o000001fOwHAAU,2025-10-08T14:23:34.000+0000,0055o000001fOwHAAU,2025-10-08T14:23:34.000+0000,0055o000001fOwHAAU,2025-10-08T14:23:34.000+0000,(905)928-7011,,sevel@ewfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crSGSYA2,False,,22919741,0030A0000029gVVQAY,0010A000002w4X7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:17:42.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T14:17:42.000+0000,0050A000000XQhmQAG,2025-10-08T14:17:42.000+0000,0050A000000XQhmQAG,2025-10-08T14:17:42.000+0000,(709)727-2961,,brad@lifestageswealthmanagement.ca,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crTqqYAE,False,,22920335,0030A0000029pXtQAI,0010A000002wByeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:28:23.000+0000,False,False,0050A000000WjqvQAC,2025-10-08T14:28:23.000+0000,0050A000000WjqvQAC,2025-10-08T14:28:24.000+0000,0050A000000WjqvQAC,2025-10-08T14:28:24.000+0000,(613)829-7874,613-220-2600,randy.little@dfsin.ca,(613)721-9781,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crUrhYAE,False,,22919319,0030A0000029XqhQAE,0010A000002vxMyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:08:31.000+0000,False,False,0055o000001NWfMAAW,2025-10-08T14:08:31.000+0000,0055o000001NWfMAAW,2025-10-08T14:08:31.000+0000,0055o000001NWfMAAW,2025-10-08T14:08:31.000+0000,(416)587-4475,(416) 587-4475,jamie@thinkinsure.ca,(905)415-8875,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crVnnYAE,False,,22920610,003G000001v7CrWIAU,0010A000002wT3lQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:33:11.000+0000,False,False,005OH000002npWUYAY,2025-10-08T14:33:11.000+0000,005OH000002npWUYAY,2025-10-08T14:33:11.000+0000,005OH000002npWUYAY,2025-10-08T14:33:11.000+0000,(905) 599-8587,,justin@swanseainsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crWIRYA2,False,,22919606,0030A0000029jRSQAY,0010A000002w6xlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:15:05.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T14:15:05.000+0000,0050A000000XQhmQAG,2025-10-08T14:15:06.000+0000,0050A000000XQhmQAG,2025-10-08T14:15:06.000+0000,(709)737-0044,,blair@forecastfinancial.com,(709)737-0049,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crWbmYAE,False,,22919851,0030A0000029aYYQAY,0010A000002vzfrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:19:27.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T14:19:27.000+0000,0055o000002DK5fAAG,2025-10-08T14:19:28.000+0000,0055o000002DK5fAAG,2025-10-08T14:19:28.000+0000,(905)470-7788,(416) 315-3806,christopher.quartarone@dfsin.ca,(905)470-7780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crWf2YAE,False,,22920545,0030A0000029lgkQAA,0010A000002w8ndQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:32:00.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T14:32:00.000+0000,005OH000007fgYjYAI,2025-10-08T14:32:00.000+0000,005OH000007fgYjYAI,2025-10-08T14:32:00.000+0000,(418)634-1222,,dennis.adams@sunlife.com,(418)622-2962,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crX9dYAE,False,,22919532,0030A000006u5Y1QAI,0010A000007jUpNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:13:34.000+0000,False,False,005OH000002npWUYAY,2025-10-08T14:13:34.000+0000,005OH000002npWUYAY,2025-10-08T14:13:34.000+0000,005OH000002npWUYAY,2025-10-08T14:13:34.000+0000,(647)406-1780,,plewis@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crYDmYAM,False,,22920234,0035o0000078qAnAAI,0015o000007nNDHAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:26:32.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T14:26:32.000+0000,005OH000007fgYjYAI,2025-10-08T14:26:33.000+0000,005OH000007fgYjYAI,2025-10-08T14:26:33.000+0000,(514)556-9090,,eabbas@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crYvJYAU,False,,22919705,003G0000018f6buIAA,0010A000002wOZCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:17:04.000+0000,False,False,005OH000002N6huYAC,2025-10-08T14:17:04.000+0000,005OH000002N6huYAC,2025-10-08T14:17:05.000+0000,005OH000002N6huYAC,2025-10-08T14:17:05.000+0000,(450)674-8999,(514) 294-1011 Do not call,micheline.hotte@gestiontrinergia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crZ3SYAU,False,,22921461,003G0000018f7ryIAA,0010A000002wPyFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:47:59.000+0000,False,False,005OH000002N6huYAC,2025-10-08T14:47:59.000+0000,005OH000002N6huYAC,2025-10-08T14:47:59.000+0000,005OH000002N6huYAC,2025-10-08T14:47:59.000+0000,(450) 743-0035 x122 1-800-563-0035,(450) 780-6289,michelle.bussiere@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crchBYAQ,False,,22920018,003G0000018f79TIAQ,0010A000002wPCmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:22:37.000+0000,False,False,005OH000002npWUYAY,2025-10-08T14:22:37.000+0000,005OH000002npWUYAY,2025-10-08T14:22:38.000+0000,005OH000002npWUYAY,2025-10-08T14:22:38.000+0000,(416)886-0297,(416) 886-0297,satinder@dhinsawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crefnYAA,False,,22920912,0030A0000029nJHQAY,0010A000002wACPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:38:53.000+0000,False,False,005OH000002npWUYAY,2025-10-08T14:38:53.000+0000,005OH000002npWUYAY,2025-10-08T14:38:54.000+0000,005OH000002npWUYAY,2025-10-08T14:38:54.000+0000,(416)505-6998,,asiu@peoplefin.com,(905)604-5051,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crfn9YAA,False,,22920772,0030A0000029e1wQAA,0010A000002w2RXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:36:22.000+0000,False,False,005OH000002npWUYAY,2025-10-08T14:36:22.000+0000,005OH000002npWUYAY,2025-10-08T14:36:23.000+0000,005OH000002npWUYAY,2025-10-08T14:36:23.000+0000,(905)460-8509,(647) 206-4620,sunil_mrg@yahoo.ca,(905)460-8509,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crhXCYAY,False,,22920821,003G0000018f7JnIAI,0010A000002wPP3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:37:15.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T14:37:15.000+0000,005OH00000AdAzSYAV,2025-10-08T14:37:15.000+0000,005OH00000AdAzSYAV,2025-10-08T14:37:15.000+0000,(519)371-7066,(519) 378-3597,robelder@engagedfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crjVlYAI,False,,22920675,0035o000007hPUiAAM,0015o000008Od0iAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:34:19.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T14:34:19.000+0000,0055o000002DK5fAAG,2025-10-08T14:34:19.000+0000,0055o000002DK5fAAG,2025-10-08T14:34:19.000+0000,(416)662-4613,,kiran.bharti@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crkd8YAA,False,,22920808,0030A0000029e1wQAA,0010A000002w2RXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:37:01.000+0000,False,False,005OH000002npWUYAY,2025-10-08T14:37:01.000+0000,005OH000002npWUYAY,2025-10-08T14:37:01.000+0000,005OH000002npWUYAY,2025-10-08T14:37:01.000+0000,(905)460-8509,(647) 206-4620,sunil_mrg@yahoo.ca,(905)460-8509,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crl9VYAQ,False,,22924238,0030A0000029g8eQAA,0010A000002w4CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:37:14.000+0000,False,False,005OH000005URvxYAG,2025-10-08T15:37:14.000+0000,005OH000005URvxYAG,2025-10-08T15:37:15.000+0000,005OH000005URvxYAG,2025-10-08T15:37:15.000+0000,(780)433-0444,(780) 289-7862,shelley@sheltryn.ca,(866)403-6889,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crlFpYAI,False,,22920860,0031600002LVMbTAAX,0015o000008CytlAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:37:53.000+0000,False,False,005OH000002N6huYAC,2025-10-08T14:37:53.000+0000,005OH000002N6huYAC,2025-10-08T14:37:54.000+0000,005OH000002N6huYAC,2025-10-08T14:37:54.000+0000,(418) 484-5641,(418) 957-5314,johanie.gagne@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crmdJYAQ,False,,22920992,003G0000018f7AbIAI,0010A000002wPEaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T14:40:16.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T14:40:16.000+0000,005OH00000AdAzSYAV,2025-10-08T14:40:16.000+0000,005OH00000AdAzSYAV,2025-10-08T14:40:16.000+0000,(519)766-9363,(519) 500-5369,karen.archer@wealthrite.ca,(519)766-0383,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crs9KYAQ,False,,22924138,0030A0000029d2pQAA,0010A000002w1csQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:35:37.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T15:35:37.000+0000,005OH000004oiYEYAY,2025-10-08T15:35:38.000+0000,005OH000004oiYEYAY,2025-10-08T15:35:38.000+0000,(519)673-3670,,robert.innes@bbsl.ca,(519)679-3623,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cryrNYAQ,False,,22922178,003OH00000VOkeEYAT,001OH00000cIUWXYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:01:03.000+0000,False,False,0050A000001o2WeQAI,2025-10-08T15:01:03.000+0000,0050A000001o2WeQAI,2025-10-08T15:01:04.000+0000,0050A000001o2WeQAI,2025-10-08T15:01:04.000+0000,(506)637-7511,,peter.josselyn@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crz17YAA,False,,22924126,003OH00000CDliGYAT,001OH00000EhR3QYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:35:21.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T15:35:21.000+0000,005OH000003ds0PYAQ,2025-10-08T15:35:22.000+0000,005OH000003ds0PYAQ,2025-10-08T15:35:22.000+0000,(705)646-2811,,stephen.roche@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000crztuYAA,False,,22922588,0035o000007Bu2MAAS,0015o000007rkggAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:08:03.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T15:08:03.000+0000,005OH000004oiYEYAY,2025-10-08T15:08:04.000+0000,005OH000004oiYEYAY,2025-10-08T15:08:04.000+0000,(519)672-6060X228,X228,tyler@bussfinancial.ca,(519)672-4750,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cs2QOYAY,False,,22924469,0030A0000029b0VQAQ,0010A000002w03DQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:41:06.000+0000,False,False,0055o000001h4cFAAQ,2025-10-08T15:41:06.000+0000,0055o000001h4cFAAQ,2025-10-08T15:41:06.000+0000,0055o000001h4cFAAQ,2025-10-08T15:41:06.000+0000,(204)230-5205,,info@insuradvisor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cs2mvYAA,False,,22922540,003OH00000VLyPBYA1,001OH00000cFEUmYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:07:13.000+0000,False,False,0050A000001o2WeQAI,2025-10-08T15:07:13.000+0000,0050A000001o2WeQAI,2025-10-08T15:07:14.000+0000,0050A000001o2WeQAI,2025-10-08T15:07:14.000+0000,(902)538-9097X109,,melanie@copperstonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cs4aIYAQ,False,,22925006,0030A0000029eHIQAY,0010A000002w2g6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:49:44.000+0000,False,False,005OH000004pk06YAA,2025-10-08T15:49:44.000+0000,005OH000004pk06YAA,2025-10-08T15:49:44.000+0000,005OH000004pk06YAA,2025-10-08T15:49:44.000+0000,(416)436-2268,,ginostirpe@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cs4juYAA,False,,22922854,0030A0000029iMRQAY,0010A000002w66MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:12:55.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T15:12:55.000+0000,005OH000004oiYEYAY,2025-10-08T15:12:55.000+0000,005OH000004oiYEYAY,2025-10-08T15:12:55.000+0000,(519)859-9930,,shooper@idcwin.ca,(519)537-8778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cs6vTYAQ,False,,22925265,0030A0000029jdPQAQ,0010A000002w77iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:53:47.000+0000,False,False,005OH000005URvxYAG,2025-10-08T15:53:47.000+0000,005OH000005URvxYAG,2025-10-08T15:53:48.000+0000,005OH000005URvxYAG,2025-10-08T15:53:48.000+0000,(403)302-3663,,moller.michael@shaw.ca,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cs8AqYAI,False,,22925386,0030A00000A0OqZQAV,0010A00000AZYZ6QAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:55:44.000+0000,False,False,0055o000001NWfMAAW,2025-10-08T15:55:44.000+0000,0055o000001NWfMAAW,2025-10-08T15:55:45.000+0000,0055o000001NWfMAAW,2025-10-08T15:55:45.000+0000,(647)828-8658,,yang.wang@mcf-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cs8QxYAI,False,,22924466,0030A0000029lWsQAI,0010A000002w8gkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:41:04.000+0000,False,False,005OH000004pk06YAA,2025-10-08T15:41:04.000+0000,005OH000004pk06YAA,2025-10-08T15:41:05.000+0000,005OH000004pk06YAA,2025-10-08T15:41:05.000+0000,(416)240-9545,416-219-0222,joe@tailoredprotection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cs8sSYAQ,False,,22927940,0030A0000029XHQQA2,0010A000002vwtLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:40:00.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T16:40:00.000+0000,005OH000004Ir1xYAC,2025-10-08T16:40:01.000+0000,005OH000004Ir1xYAC,2025-10-08T16:40:01.000+0000,(403)228-8226,,sean@morainewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cs9moYAA,False,,22923979,003OH00000VOevMYAT,001OH00000cIUWnYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:33:10.000+0000,False,False,0055o000001h4cFAAQ,2025-10-08T15:33:10.000+0000,0055o000001h4cFAAQ,2025-10-08T15:33:10.000+0000,0055o000001h4cFAAQ,2025-10-08T15:33:10.000+0000,(204)802-1579,,joy_yam25@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csAHRYA2,False,,22923298,0030A0000029WRVQA2,0010A000002vwAiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:21:13.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T15:21:13.000+0000,005OH000003ds0PYAQ,2025-10-08T15:21:13.000+0000,005OH000003ds0PYAQ,2025-10-08T15:21:13.000+0000,(705)743-1476,(705) 875-4841,venci.sebek@ipcc.org,(705)743-0680,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csAVxYAM,False,,22923313,003G000001veLuUIAU,0010A000002wT4CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:21:32.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T15:21:32.000+0000,0050A000000Hq5PQAS,2025-10-08T15:21:32.000+0000,0050A000000Hq5PQAS,2025-10-08T15:21:32.000+0000,(905)999-9791,(905) 999-9791,christopher.stoyko@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csCO6YAM,False,,22923671,003OH00000VGf3sYAD,001OH00000c8cANYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:27:56.000+0000,False,False,0050A000001o2WeQAI,2025-10-08T15:27:56.000+0000,0050A000001o2WeQAI,2025-10-08T15:27:56.000+0000,0050A000001o2WeQAI,2025-10-08T15:27:56.000+0000,(506)349-5363,,connect@marianneagudo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csCeLYAU,False,,22924460,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:41:02.000+0000,False,False,005OH000005URvxYAG,2025-10-08T15:41:02.000+0000,005OH000005URvxYAG,2025-10-08T15:41:02.000+0000,005OH000005URvxYAG,2025-10-08T15:41:02.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csCxgYAE,False,,22926804,0030A0000029W5lQAE,0010A000002vvw9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:21:02.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T16:21:02.000+0000,005OH000004Ir1xYAC,2025-10-08T16:21:03.000+0000,005OH000004Ir1xYAC,2025-10-08T16:21:03.000+0000,(403)860-3388,,herbert.lam@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csDfBYAU,False,,22924893,0030A0000029idVQAQ,0010A000002w6JOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:47:50.000+0000,False,False,005OH000005URvxYAG,2025-10-08T15:47:50.000+0000,005OH000005URvxYAG,2025-10-08T15:47:51.000+0000,005OH000005URvxYAG,2025-10-08T15:47:51.000+0000,(780)439-3535X2,780-990-8291,apexfinancialservicesinc@gmail.com,(780)439-2115,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csF2cYAE,False,,22924019,0031600002QUdF2AAL,0010A000002wNqEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:33:47.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T15:33:47.000+0000,005OH00000AdAzSYAV,2025-10-08T15:33:47.000+0000,005OH00000AdAzSYAV,2025-10-08T15:33:47.000+0000,(519)835-4286,(519) 835-4286,shaun@valeriotefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csGoIYAU,False,,22923876,003OH00000BLRlRYAX,001OH00000DfRPpYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:31:21.000+0000,False,False,0055o000002KxmIAAS,2025-10-08T15:31:21.000+0000,0055o000002KxmIAAS,2025-10-08T15:31:22.000+0000,0055o000002KxmIAAS,2025-10-08T15:31:22.000+0000,(905)973-8530,,bwinch@bisinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csH2sYAE,False,,22926636,0030A0000029VplQAE,0010A000002vvhRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:18:11.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T16:18:11.000+0000,005OH000004Ir1xYAC,2025-10-08T16:18:12.000+0000,005OH000004Ir1xYAC,2025-10-08T16:18:12.000+0000,(403)300-1212,ext 306,cpetersen@lomwealth.com,(587)352-5023,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csHkLYAU,False,,22923965,0030A0000029ddwQAA,0010A000002w27mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:32:55.000+0000,False,False,0050A000001o2WeQAI,2025-10-08T15:32:55.000+0000,0050A000001o2WeQAI,2025-10-08T15:32:56.000+0000,0050A000001o2WeQAI,2025-10-08T15:32:56.000+0000,(416)915-3460,4167700985,nlandry@bflcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csIOgYAM,False,,22924810,0030A0000029dB7QAI,0010A000002w1kWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:46:30.000+0000,False,False,005OH00000865wTYAQ,2025-10-08T15:46:30.000+0000,005OH00000865wTYAQ,2025-10-08T15:46:31.000+0000,005OH00000865wTYAQ,2025-10-08T15:46:31.000+0000,(780)462-8499,,,(877)314-9485,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csJJ9YAM,False,,22924732,0030A0000029l7QQAQ,0010A000002w8J7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:45:05.000+0000,False,False,0055o000001h4cFAAQ,2025-10-08T15:45:05.000+0000,0055o000001h4cFAAQ,2025-10-08T15:45:06.000+0000,0055o000001h4cFAAQ,2025-10-08T15:45:06.000+0000,(204)949-1350,,kathleen@financial-equilibrium.ca,(204)784-1122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csJatYAE,False,,22929128,003G0000018f7BiIAI,0010A000002wPFgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:00:45.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T17:00:45.000+0000,0050A000000XQhmQAG,2025-10-08T17:58:58.000+0000,0050A000000XQhmQAG,2025-10-08T17:58:58.000+0000,(506)857-8727,506-866-1749,wayne.mason@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csKvAYAU,False,,22924960,0030A0000029ds5QAA,0010A000002w2IYQAY,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0055o000001h4cFAAQ,2025-10-08T15:48:56.000+0000,0055o000001h4cFAAQ,2025-10-08T19:23:13.000+0000,0055o000001h4cFAAQ,2025-10-08T19:23:13.000+0000,(204)346-0843,(204) 371-7733,joel@bourgouin.ca,(204)326-4021,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csM7LYAU,False,,22925104,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:51:24.000+0000,False,False,005OH000005URvxYAG,2025-10-08T15:51:24.000+0000,005OH000005URvxYAG,2025-10-08T15:51:25.000+0000,005OH000005URvxYAG,2025-10-08T15:51:25.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csMX7YAM,False,,22924474,003G0000018f6jfIAA,0010A000002wOjtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:41:08.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T15:41:08.000+0000,0050A000000Hq5PQAS,2025-10-08T15:41:08.000+0000,0050A000000Hq5PQAS,2025-10-08T15:41:08.000+0000,(905)372-0620,(905) 626-7440,stephen@stephencragg.com,(289)252-0967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csMdbYAE,False,,22925031,003OH00000Tozz1YAB,001OH00000aL1e6YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:50:04.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T15:50:04.000+0000,005OH00000AdAzSYAV,2025-10-08T15:50:04.000+0000,005OH00000AdAzSYAV,2025-10-08T15:50:04.000+0000,(905)662-2424XExt220,,tally@truvisionfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csMfDYAU,False,,22925400,003G0000018f6SnIAI,0010A000002wOP7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:56:12.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T15:56:12.000+0000,005OH00000AdAzSYAV,2025-10-08T15:56:13.000+0000,005OH00000AdAzSYAV,2025-10-08T15:56:13.000+0000,(519)669-9996,(519) 589-6985 *,sandi.radcliffe@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csMvLYAU,False,,22925192,0030A0000029XUjQAM,0010A000002vx3kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:52:37.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T15:52:37.000+0000,005OH000004Ir1xYAC,2025-10-08T15:52:37.000+0000,005OH000004Ir1xYAC,2025-10-08T15:52:37.000+0000,(403)875-0123,,lisa.cfp@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csNcvYAE,False,,22928579,003OH00000AwSscYAF,001OH00000DCnzzYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:51:24.000+0000,False,False,005OH000005URvxYAG,2025-10-08T16:51:24.000+0000,005OH000005URvxYAG,2025-10-08T16:51:25.000+0000,005OH000005URvxYAG,2025-10-08T16:51:25.000+0000,(780)716-2938,,wangcg519@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csNpmYAE,False,,22924963,003OH00000Tozz1YAB,001OH00000aL1e6YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:48:59.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T15:48:59.000+0000,005OH00000AdAzSYAV,2025-10-08T15:49:00.000+0000,005OH00000AdAzSYAV,2025-10-08T15:49:00.000+0000,(905)662-2424XExt220,,tally@truvisionfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csNtSYAU,False,,22927317,0030A0000029X1OQAU,0010A000002vwgbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:29:41.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T16:29:41.000+0000,005OH000004Ir1xYAC,2025-10-08T16:29:41.000+0000,005OH000004Ir1xYAC,2025-10-08T16:29:41.000+0000,(403)336-2953,(403) 336-2953,november.varga@westernfg.ca,(403)485-2624,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csOp7YAE,False,,22926310,0030A0000029aYYQAY,0010A000002vzfrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:12:49.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T16:12:49.000+0000,0055o000002DK5fAAG,2025-10-08T16:12:49.000+0000,0055o000002DK5fAAG,2025-10-08T16:12:49.000+0000,(905)470-7788,(416) 315-3806,christopher.quartarone@dfsin.ca,(905)470-7780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csOqgYAE,False,,22924938,003G0000018f77yIAA,0010A000002wPBHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:48:37.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T15:48:37.000+0000,0050A000000Hq5PQAS,2025-10-08T15:48:37.000+0000,0050A000000Hq5PQAS,2025-10-08T15:48:37.000+0000,(416)524-4117,(416) 524-4117,virendra@vkgfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csPlBYAU,False,,22928619,003OH00000U9tK9YAJ,001OH00000am7E7YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:52:08.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T16:52:08.000+0000,005OH000007fgYjYAI,2025-10-08T16:52:09.000+0000,005OH000007fgYjYAI,2025-10-08T16:52:09.000+0000,(514)915-4547,,jonathanharveymaltais@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csR29YAE,False,,22924936,0030A0000029kkrQAA,0010A000002w81OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:48:31.000+0000,False,False,0050A000001o2WeQAI,2025-10-08T15:48:31.000+0000,0050A000001o2WeQAI,2025-10-08T15:48:31.000+0000,0050A000001o2WeQAI,2025-10-08T15:48:31.000+0000,(289)388-8889,,annie.gazmin@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csSB8YAM,False,,22925397,003G000001lFZqfIAG,0010A000002wSyiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:56:01.000+0000,False,False,0055o000001fOwHAAU,2025-10-08T15:56:01.000+0000,0055o000001fOwHAAU,2025-10-08T15:56:02.000+0000,0055o000001fOwHAAU,2025-10-08T15:56:02.000+0000,(905)329-3872,(905) 329-3872,kyle.cassidy@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csSXhYAM,False,,22925133,003OH00000Tozz1YAB,001OH00000aL1e6YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:51:44.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T15:51:44.000+0000,005OH00000AdAzSYAV,2025-10-08T15:51:45.000+0000,005OH00000AdAzSYAV,2025-10-08T15:51:45.000+0000,(905)662-2424XExt220,,tally@truvisionfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csUL2YAM,False,,22929537,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:08:16.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T17:08:16.000+0000,005OH000007fgYjYAI,2025-10-08T17:08:17.000+0000,005OH000007fgYjYAI,2025-10-08T17:08:17.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csUZVYA2,False,,22925361,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T15:55:18.000+0000,False,False,005OH000005URvxYAG,2025-10-08T15:55:18.000+0000,005OH000005URvxYAG,2025-10-08T15:55:19.000+0000,005OH000005URvxYAG,2025-10-08T15:55:19.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csVtnYAE,False,,22926783,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:20:43.000+0000,False,False,005OH000005URvxYAG,2025-10-08T16:20:43.000+0000,005OH000005URvxYAG,2025-10-08T16:20:44.000+0000,005OH000005URvxYAG,2025-10-08T16:20:44.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csWUxYAM,False,,22927403,0030A0000029X21QAE,0010A000002vwhEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:31:16.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T16:31:16.000+0000,005OH000004Ir1xYAC,2025-10-08T16:31:17.000+0000,005OH000004Ir1xYAC,2025-10-08T16:31:17.000+0000,(403)700-4113,,ashleybhalliday@gmail.com,(403)455-4385,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csYBjYAM,False,,22927022,0030A0000029WeaQAE,0010A000002vwLTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:24:29.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T16:24:29.000+0000,005OH000004Ir1xYAC,2025-10-08T16:24:29.000+0000,005OH000004Ir1xYAC,2025-10-08T16:24:29.000+0000,(403)653-1480,,rob@bwealthy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csYzhYAE,False,,22925815,0030A000001ajTVQAY,0010A000002wN1RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:03:48.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T16:03:48.000+0000,0050A000000Hq5PQAS,2025-10-08T16:03:48.000+0000,0050A000000Hq5PQAS,2025-10-08T16:03:48.000+0000,(289)277-1204X17,(905) 509-5554,mvellani@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csbfsYAA,False,,22928757,0030A0000029XliQAE,0010A000002vxI9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:54:30.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T16:54:30.000+0000,005OH000007fgYjYAI,2025-10-08T16:54:31.000+0000,005OH000007fgYjYAI,2025-10-08T16:54:31.000+0000,(514)476-5222,,pahmarani@summexx.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csc5gYAA,False,,22928433,0030A000009CLnaQAG,0010A00000AAYNWQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:48:37.000+0000,False,False,005OH000005URvxYAG,2025-10-08T16:48:37.000+0000,005OH000005URvxYAG,2025-10-08T16:48:38.000+0000,005OH000005URvxYAG,2025-10-08T16:48:38.000+0000,(780)678-7494,,jodie.feddema@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csc8rYAA,False,,22926112,0030A0000029apoQAA,0010A000002vztjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:09:12.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T16:09:12.000+0000,005OH000003ds0PYAQ,2025-10-08T16:09:13.000+0000,005OH000003ds0PYAQ,2025-10-08T16:09:13.000+0000,(905)621-9885,(905) 621-9885,zach.kirkby@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cscoqYAA,False,,22929724,0030A0000029iPRQAY,0010A000002w68sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:11:28.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T17:11:28.000+0000,005OH000007fgYjYAI,2025-10-08T17:11:28.000+0000,005OH000007fgYjYAI,2025-10-08T17:11:28.000+0000,(418)624-5153,,blavoie@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csdXyYAI,False,,22927364,0031600002N212TAAR,0010A000002wNbPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:30:28.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T16:30:28.000+0000,0050A000000XQhmQAG,2025-10-08T16:30:29.000+0000,0050A000000XQhmQAG,2025-10-08T16:30:29.000+0000,(902)825-6000,(902) 824-3725,mwenckowski@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csdpoYAA,False,,22928311,003G0000018f6y8IAA,0010A000002wP0mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,ADJ needs to be setup for in-kind transfer,True,2025-10-08T17:03:32.000+0000,False,False,005OH000006uYs8YAE,2025-10-08T16:46:26.000+0000,005OH000006uYs8YAE,2025-10-08T17:04:17.000+0000,005OH000006uYs8YAE,2025-10-08T17:04:17.000+0000,(604)681-7185X1,(604) 789-9889,kelly@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs8YAE,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csgHOYAY,False,,22928795,0030A0000029X4jQAE,0010A000002vwk2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:55:04.000+0000,False,False,005OH000005URvxYAG,2025-10-08T16:55:04.000+0000,005OH000005URvxYAG,2025-10-08T16:55:04.000+0000,005OH000005URvxYAG,2025-10-08T16:55:04.000+0000,(780)444-9155,(780) 940-7242,jgalpin@telusplanet.net,(780)408-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cshQKYAY,False,,22927181,0030A0000029Wz6QAE,0010A000002vwduQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:27:13.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T16:27:13.000+0000,005OH000004Ir1xYAC,2025-10-08T16:27:13.000+0000,005OH000004Ir1xYAC,2025-10-08T16:27:13.000+0000,(587)755-0159,,willis@langfordfinancial.ca,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csjITYAY,False,,22929122,0030A0000029bjkQAA,0010A000002w0b0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:00:40.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T17:00:40.000+0000,005OH000007fgYjYAI,2025-10-08T17:00:40.000+0000,005OH000007fgYjYAI,2025-10-08T17:00:40.000+0000,(418)889-5193,,planikalbert@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csjVJYAY,False,,22926952,0030A0000029WaxQAE,0010A000002vwIKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:23:26.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T16:23:26.000+0000,005OH000004Ir1xYAC,2025-10-08T16:23:26.000+0000,005OH000004Ir1xYAC,2025-10-08T16:23:26.000+0000,(403)234-7720,,larry@aqfinancial.com,(403)266-2854,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csjdNYAQ,False,,22926974,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up to ppw submitted,Medium,no CL ID provided. will email,True,2025-10-08T16:25:41.000+0000,False,False,005OH000006uYrkYAE,2025-10-08T16:23:42.000+0000,005OH000006uYrkYAE,2025-10-08T16:25:42.000+0000,005OH000006uYrkYAE,2025-10-08T16:25:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cslIdYAI,False,,22927492,003G0000018f7HFIAY,0010A000002wPMWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:32:49.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T16:32:49.000+0000,0050A000000XQhmQAG,2025-10-08T16:32:49.000+0000,0050A000000XQhmQAG,2025-10-08T16:32:49.000+0000,(709)685-3067,(709) 685-7978,steve@macdonaldfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cslgpYAA,False,,22927261,003G0000018f7BiIAI,0010A000002wPFgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:28:34.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T16:28:34.000+0000,0050A000000XQhmQAG,2025-10-08T16:28:34.000+0000,0050A000000XQhmQAG,2025-10-08T16:28:34.000+0000,(506)857-8727,506-866-1749,wayne.mason@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csmY4YAI,False,,22929471,0030A0000029fACQAY,0010A000002w3OHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:06:57.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T17:06:57.000+0000,005OH000007fgYjYAI,2025-10-08T17:06:57.000+0000,005OH000007fgYjYAI,2025-10-08T17:06:57.000+0000,(514)289-0244,,vicky.liargovas@td.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csmmYYAQ,False,,22928232,0030A0000029WSSQA2,0010A000002vwBGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:44:42.000+0000,False,False,005OH000004pk06YAA,2025-10-08T16:44:42.000+0000,005OH000004pk06YAA,2025-10-08T16:44:42.000+0000,005OH000004pk06YAA,2025-10-08T16:44:42.000+0000,(416)878-1585,,vicsalazar@covenantoflife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csowaYAA,False,,22932816,003G0000018f6juIAA,0010A000002wOleQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:00:44.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T18:00:44.000+0000,005OH00000AdAzSYAV,2025-10-08T18:00:45.000+0000,005OH00000AdAzSYAV,2025-10-08T18:00:45.000+0000,(289)237-2769,(289) 237-2769,shilpa@whitehavenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csqQNYAY,False,,22928649,0030A0000029XdKQAU,0010A000002vxAUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:52:36.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T16:52:36.000+0000,005OH000004Ir1xYAC,2025-10-08T16:52:36.000+0000,005OH000004Ir1xYAC,2025-10-08T16:52:36.000+0000,(403)273-7200,,glengriff1@yahoo.ca,(403)244-3203,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csuLvYAI,False,,22928996,0030A0000029cOtQAI,0010A000002w19PQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:58:47.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T16:58:47.000+0000,005OH000007fgYjYAI,2025-10-08T16:58:47.000+0000,005OH000007fgYjYAI,2025-10-08T16:58:47.000+0000,(819)373-7672,,gisele.albert@sympatico.ca,(819)373-5391,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csux2YAA,False,,22928505,003OH000007GqjZYAS,001OH000008yJ1iYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:50:00.000+0000,False,False,005OH000004pk06YAA,2025-10-08T16:50:00.000+0000,005OH000004pk06YAA,2025-10-08T16:50:00.000+0000,005OH000004pk06YAA,2025-10-08T16:50:00.000+0000,(416)678-9146,,stevedamma@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cswsPYAQ,False,,22929256,0030A0000029VfxQAE,0010A000002vvYGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:02:59.000+0000,False,False,005OH000006owoYYAQ,2025-10-08T17:02:59.000+0000,005OH000006owoYYAQ,2025-10-08T17:02:59.000+0000,005OH000006owoYYAQ,2025-10-08T17:02:59.000+0000,(306)657-5733,,mmckague@precedencewealth.com,(306)955-0071,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csx8TYAQ,False,,22928385,003G0000018f6vwIAA,0010A000002wOxoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:47:43.000+0000,False,False,0055o000001fOwHAAU,2025-10-08T16:47:43.000+0000,0055o000001fOwHAAU,2025-10-08T16:47:43.000+0000,0055o000001fOwHAAU,2025-10-08T16:47:43.000+0000,(905)682-7722,(905) 736-1353,richard@rklifestrategies.ca,(905)682-7722,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csxjbYAA,False,,22930109,003OH00000CDliJYAT,001OH00000EhR3TYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:17:40.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T17:17:40.000+0000,005OH00000AdAzSYAV,2025-10-08T17:17:40.000+0000,005OH00000AdAzSYAV,2025-10-08T17:17:40.000+0000,(226)567-5750,,cynthia.sheppard@brewittfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000csyHTYAY,False,,22929583,0030A0000029nSxQAI,0010A000002wAJzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:09:02.000+0000,False,False,005OH000006owoYYAQ,2025-10-08T17:09:02.000+0000,005OH000006owoYYAQ,2025-10-08T17:09:03.000+0000,005OH000006owoYYAQ,2025-10-08T17:09:03.000+0000,(306)665-4566,,jason.sirman@assante.com,(306)665-5801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cszmzYAA,False,,22928678,003OH00000P7hD9YAJ,001OH00000UYYfjYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:53:03.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T16:53:03.000+0000,005OH000007fgYjYAI,2025-10-08T16:53:04.000+0000,005OH000007fgYjYAI,2025-10-08T16:53:04.000+0000,(438)722-8543,,tarekaddas31@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cszyNYAQ,False,,22932456,0031600002OjkOgAAJ,0010A000002wNmMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:54:56.000+0000,False,False,005OH000002N6huYAC,2025-10-08T17:54:56.000+0000,005OH000002N6huYAC,2025-10-08T17:54:57.000+0000,005OH000002N6huYAC,2025-10-08T17:54:57.000+0000,(450)582-4777,(514) 424-5033,julien@daneault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ct1gjYAA,False,,22928917,0030A0000029YTeQAM,0010A000002vxtjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:57:17.000+0000,False,False,005OH000005URvxYAG,2025-10-08T16:57:17.000+0000,005OH000005URvxYAG,2025-10-08T16:57:18.000+0000,005OH000005URvxYAG,2025-10-08T16:57:18.000+0000,(403)347-9457,,afs.reddeer@telus.net,(403)347-0054,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ct2GDYAY,False,,22928988,0030A0000029mRcQAI,0010A000002w9RQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T16:58:42.000+0000,False,False,005OH000005URvxYAG,2025-10-08T16:58:42.000+0000,005OH000005URvxYAG,2025-10-08T16:58:42.000+0000,005OH000005URvxYAG,2025-10-08T16:58:42.000+0000,(780)408-3633,(780) 914-2216,craigbrenzan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ct65QYAQ,False,,22932687,0030A000009z3drQAA,0010A00000AY0yPQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:58:36.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T17:58:36.000+0000,005OH000007fgYjYAI,2025-10-08T17:58:37.000+0000,005OH000007fgYjYAI,2025-10-08T17:58:37.000+0000,(450)641-1515,(514) 892-5422,andrea.araujo@td.com,(514)289-0134,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ct7FtYAI,False,,22929483,003G000001HFbdxIAD,0010A000002wS86QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:07:11.000+0000,False,False,005OH00000245ROYAY,2025-10-08T17:07:11.000+0000,005OH00000245ROYAY,2025-10-08T17:07:12.000+0000,005OH00000245ROYAY,2025-10-08T17:07:12.000+0000,(519)996-9699,(519) 996-9699,nicktonita@encompasswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ct7SsYAI,False,,22932307,003OH000003jQkkYAE,001OH000004h5juYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:52:25.000+0000,False,False,005OH000006owoYYAQ,2025-10-08T17:52:25.000+0000,005OH000006owoYYAQ,2025-10-08T17:52:26.000+0000,005OH000006owoYYAQ,2025-10-08T17:52:26.000+0000,(587)492-3061,,avery.lever@servus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ct8jqYAA,False,,22929719,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:11:22.000+0000,False,False,005OH000005URvxYAG,2025-10-08T17:11:22.000+0000,005OH000005URvxYAG,2025-10-08T17:11:23.000+0000,005OH000005URvxYAG,2025-10-08T17:11:23.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctAs8YAE,False,,22933377,003OH00000EVkGGYA1,001OH00000IDly5YAD,,,,,,,0125o0000004MjyAAE,Open,,Phone,,,Medium,"No benefits plan since few years
Wife has diabetes, they dont need dental plan
Quoted Select without dental.",False,,False,False,005OH000007veZNYAY,2025-10-08T18:10:10.000+0000,005OH000007veZNYAY,2025-10-08T18:52:13.000+0000,005OH000007veZNYAY,2025-10-08T18:52:13.000+0000,(604)710-7696,,barackashtari@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007veZNYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctCQvYAM,False,,22933891,003OH00000NkSiXYAV,001OH00000SqQUjYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:19:03.000+0000,False,False,005OH000004pk06YAA,2025-10-08T18:19:03.000+0000,005OH000004pk06YAA,2025-10-08T18:19:03.000+0000,005OH000004pk06YAA,2025-10-08T18:19:03.000+0000,(905)531-6909,,talktomilesnow@gmail.com,(289)674-5572,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctEPTYA2,False,,22931621,0030A0000029gAVQAY,0010A000002w4ERQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:41:34.000+0000,False,False,005OH000004pk06YAA,2025-10-08T17:41:34.000+0000,005OH000004pk06YAA,2025-10-08T17:41:34.000+0000,005OH000004pk06YAA,2025-10-08T17:41:34.000+0000,(647)894-5727,,jaygandhi1102@gmail.com,(647)794-2052,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctFoZYAU,False,,22930986,003G000001C25CeIAJ,001G000000urMrtIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:31:32.000+0000,False,False,0050A000000WjqvQAC,2025-10-08T17:31:32.000+0000,0050A000000WjqvQAC,2025-10-08T17:31:32.000+0000,0050A000000WjqvQAC,2025-10-08T17:31:32.000+0000,(613) 591-0337,(613) 297-9919,jackie.boulos@ecivda.com,(613) 591-0338,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctGRIYA2,False,,22932195,0030A0000029beZQAQ,0010A000002w0XRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:50:39.000+0000,False,False,005OH0000084GETYA2,2025-10-08T17:50:39.000+0000,005OH0000084GETYA2,2025-10-08T17:50:40.000+0000,005OH0000084GETYA2,2025-10-08T17:50:40.000+0000,(905)758-1996,,ecm@strategiclegacy.ca,(905)836-1996,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctGhOYAU,False,,22930675,0035o0000052XJsAAM,0015o000005bGtHAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:26:34.000+0000,False,False,005OH000005URvxYAG,2025-10-08T17:26:34.000+0000,005OH000005URvxYAG,2025-10-08T17:26:34.000+0000,005OH000005URvxYAG,2025-10-08T17:26:34.000+0000,(403)846-4210,,eopdendries@avisoinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctHvCYAU,False,,22930975,0030A0000046wmEQAQ,0010A000004sHWZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:31:14.000+0000,False,False,005OH000006owoYYAQ,2025-10-08T17:31:14.000+0000,005OH000006owoYYAQ,2025-10-08T17:31:15.000+0000,005OH000006owoYYAQ,2025-10-08T17:31:15.000+0000,(639)915-0609,,tianbo@outlook.com,(365)996-5696,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctIG9YAM,False,,22930615,0030A0000029apoQAA,0010A000002vztjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:25:43.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T17:25:43.000+0000,005OH000003ds0PYAQ,2025-10-08T17:25:43.000+0000,005OH000003ds0PYAQ,2025-10-08T17:25:43.000+0000,(905)621-9885,(905) 621-9885,zach.kirkby@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctIGAYA2,False,,22930751,0030A0000029isjQAA,0010A000002w6UfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:28:04.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T17:28:04.000+0000,005OH000007fgYjYAI,2025-10-08T17:28:05.000+0000,005OH000007fgYjYAI,2025-10-08T17:28:05.000+0000,(418)836-0808,,cgenest@genestfinance.com,(418)831-5654,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctImVYAU,False,,22933719,0030A0000029Wu0QAE,0010A000002vwZDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:16:11.000+0000,False,False,005OH000004pk06YAA,2025-10-08T18:16:11.000+0000,005OH000004pk06YAA,2025-10-08T18:16:11.000+0000,005OH000004pk06YAA,2025-10-08T18:16:11.000+0000,(416)400-6816,,marco4berardi@gmail.com,(416)631-7873,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctL1CYAU,False,,22932967,0030A00000CgGlIQAV,0010A00000DHl8WQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:03:04.000+0000,False,False,005G0000002gyDJIAY,2025-10-08T18:03:04.000+0000,005G0000002gyDJIAY,2025-10-08T18:03:05.000+0000,005G0000002gyDJIAY,2025-10-08T18:03:05.000+0000,(780)970-5389,,lindsay.beck@cibc.com,(780)429-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctNFrYAM,False,,22932751,0030A0000029beZQAQ,0010A000002w0XRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:59:50.000+0000,False,False,005OH0000084GETYA2,2025-10-08T17:59:50.000+0000,005OH0000084GETYA2,2025-10-08T17:59:50.000+0000,005OH0000084GETYA2,2025-10-08T17:59:50.000+0000,(905)758-1996,,ecm@strategiclegacy.ca,(905)836-1996,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctO8fYAE,False,,22931225,003OH00000RKTBEYA5,001OH00000XDlhGYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:35:22.000+0000,False,False,005OH000005URvxYAG,2025-10-08T17:35:22.000+0000,005OH000005URvxYAG,2025-10-08T17:35:22.000+0000,005OH000005URvxYAG,2025-10-08T17:35:22.000+0000,(780)299-9090,,insurancebyarti@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctOFCYA2,False,,22933779,003G0000018f7nJIAQ,0010A000002wPtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:17:16.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T18:17:16.000+0000,0050A000000Hq5PQAS,2025-10-08T18:17:17.000+0000,0050A000000Hq5PQAS,2025-10-08T18:17:17.000+0000,(705)749-6776,,laura.boden@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctPO5YAM,False,,22931357,003G0000018f6SAIAY,0010A000002wOOVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:37:05.000+0000,False,False,005OH000002N6huYAC,2025-10-08T17:37:05.000+0000,005OH000002N6huYAC,2025-10-08T17:37:06.000+0000,005OH000002N6huYAC,2025-10-08T17:37:06.000+0000,(450)672-3434,(514) 809-9665,france@gfintegrale.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctPXmYAM,False,,22933220,003G0000018f7BsIAI,0010A000002wPFqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:07:17.000+0000,False,False,005OH000002N6huYAC,2025-10-08T18:07:17.000+0000,005OH000002N6huYAC,2025-10-08T18:07:18.000+0000,005OH000002N6huYAC,2025-10-08T18:07:18.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctU9FYAU,False,,22931909,0030A0000029aqkQAA,0010A000002vzufQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:45:56.000+0000,False,False,005OH000006owoYYAQ,2025-10-08T17:45:56.000+0000,005OH000006owoYYAQ,2025-10-08T17:45:57.000+0000,005OH000006owoYYAQ,2025-10-08T17:45:57.000+0000,(306)657-5733,,dmclay@precedencewealth.com,(306)657-5733,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctUxHYAU,False,,22932204,0030A0000029dNeQAI,0010A000002w1vvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:50:49.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T17:50:49.000+0000,0055o000002DK5fAAG,2025-10-08T17:50:49.000+0000,0055o000002DK5fAAG,2025-10-08T17:50:49.000+0000,(905)212-6558,,andriy.bejnar@ipcc.ca,(844)754-7305,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctVABYA2,False,,22933124,003OH000004OQFLYA4,001OH000005ZRvSYAW,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH00000AdAzSYAV,2025-10-08T18:05:48.000+0000,005OH00000AdAzSYAV,2025-10-08T18:08:05.000+0000,005OH00000AdAzSYAV,2025-10-08T18:08:05.000+0000,(519)703-2233,,jklumper@orrinsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctVYNYA2,False,,22932477,0030A0000029lQZQAY,0010A000002w8b9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:55:17.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T17:55:17.000+0000,005OH000004oiYEYAY,2025-10-08T17:55:17.000+0000,005OH000004oiYEYAY,2025-10-08T17:55:17.000+0000,(519)601-9150,,mehendi.kamani@talloakcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctXa9YAE,False,,22932290,0030A0000029YglQAE,0010A000002vy3NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:52:12.000+0000,False,False,005OH000004pk06YAA,2025-10-08T17:52:12.000+0000,005OH000004pk06YAA,2025-10-08T17:52:12.000+0000,005OH000004pk06YAA,2025-10-08T17:52:12.000+0000,(416)245-8785,(416) 568-6273,mariannepisani@hotmail.com,(416)245-0879,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctZP3YAM,False,,22932471,003OH00000VqFaiYAF,001OH00000cs20hYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T17:55:07.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T17:55:07.000+0000,005OH000007fgYjYAI,2025-10-08T17:55:08.000+0000,005OH000007fgYjYAI,2025-10-08T17:55:08.000+0000,(450)419-0832,,marc.moisam11@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctbigYAA,False,,22934205,0031600002Ta3BFAAZ,0010A000002wO0FQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:24:07.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T18:24:07.000+0000,005OH00000AdAzSYAV,2025-10-08T18:24:07.000+0000,005OH00000AdAzSYAV,2025-10-08T18:24:07.000+0000,(519)836-1791X104,,andrew@cremasco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctcA1YAI,False,,22932773,0030A0000029jaVQAQ,0010A000002w75SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:00:13.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T18:00:13.000+0000,0055o000002DK5fAAG,2025-10-08T18:00:13.000+0000,0055o000002DK5fAAG,2025-10-08T18:00:13.000+0000,(905)570-1200,,mobeen.husain@dfsin.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctcTQYAY,False,,22933415,0030A0000029gIIQAY,0010A000002w4M5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:10:56.000+0000,False,False,0055o000001h4cFAAQ,2025-10-08T18:10:56.000+0000,0055o000001h4cFAAQ,2025-10-08T18:10:56.000+0000,0055o000001h4cFAAQ,2025-10-08T18:10:56.000+0000,(807)346-1850,(807) 251-3057,david@davlor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cteVFYAY,False,,22935902,0030A0000029oGjQAI,0010A000002wAwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:52:18.000+0000,False,False,005OH000004pk06YAA,2025-10-08T18:52:18.000+0000,005OH000004pk06YAA,2025-10-08T18:52:18.000+0000,005OH000004pk06YAA,2025-10-08T18:52:18.000+0000,(416)787-1366,(416) 452-1393,kevin@gicwealth.ca,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctf4kYAA,False,,22934701,003G0000018f6r9IAA,0010A000002wOstQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:31:59.000+0000,False,False,0050A000001o2WeQAI,2025-10-08T18:31:59.000+0000,0050A000001o2WeQAI,2025-10-08T18:32:00.000+0000,0050A000001o2WeQAI,2025-10-08T18:32:00.000+0000,(506)232-9170,(506) 232-9170,mitchel@discoveryfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctfPfYAI,False,,22933585,0030A0000029gIIQAY,0010A000002w4M5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:13:55.000+0000,False,False,0055o000001h4cFAAQ,2025-10-08T18:13:55.000+0000,0055o000001h4cFAAQ,2025-10-08T18:13:55.000+0000,0055o000001h4cFAAQ,2025-10-08T18:13:55.000+0000,(807)346-1850,(807) 251-3057,david@davlor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctfRGYAY,False,,22933129,0030A0000029Z6qQAE,0010A000002vyRWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:05:49.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T18:05:49.000+0000,0055o000002DK5fAAG,2025-10-08T18:05:50.000+0000,0055o000002DK5fAAG,2025-10-08T18:05:50.000+0000,(705)527-0144,,michael.webb@ipcc.ca,(705)527-0932,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctfz8YAA,False,,22933477,0030A0000029g9hQAA,0010A000002w4DdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:11:58.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T18:11:58.000+0000,0055o000002DK5fAAG,2025-10-08T18:11:59.000+0000,0055o000002DK5fAAG,2025-10-08T18:11:59.000+0000,(519)422-0152,,david.nixon@ipcc.ca,(519)422-0027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctgiHYAQ,False,,22933286,0031600002IRDAWAA5,0011600001q0TZUAA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH00000245ROYAY,2025-10-08T18:08:22.000+0000,005OH00000245ROYAY,2025-10-08T18:12:18.000+0000,005OH00000245ROYAY,2025-10-08T18:12:18.000+0000,(519) 432-6768,,aleta.macgregor@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cth04YAA,False,,22933765,0030A0000029beZQAQ,0010A000002w0XRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:16:59.000+0000,False,False,005OH0000084GETYA2,2025-10-08T18:16:59.000+0000,005OH0000084GETYA2,2025-10-08T18:16:59.000+0000,005OH0000084GETYA2,2025-10-08T18:16:59.000+0000,(905)758-1996,,ecm@strategiclegacy.ca,(905)836-1996,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cth9oYAA,False,,22935578,0030A0000046gMkQAI,0010A000002vtp3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:46:36.000+0000,False,False,0050A000001o2WeQAI,2025-10-08T18:46:36.000+0000,0050A000001o2WeQAI,2025-10-08T18:46:36.000+0000,0050A000001o2WeQAI,2025-10-08T18:46:36.000+0000,(506) 472-4568,(506) 260-4420,diane.vandenborre@financialhorizons.com,(506) 453-0675,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cthCvYAI,False,,22933321,0030A0000029eo1QAA,0010A000002w33dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:09:01.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T18:09:01.000+0000,0055o000002DK5fAAG,2025-10-08T18:09:02.000+0000,0055o000002DK5fAAG,2025-10-08T18:09:02.000+0000,(905)642-4540,,jmorse@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cti4BYAQ,False,,22933945,0030A0000029hBnQAI,0010A000002w57NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:19:57.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T18:19:57.000+0000,0055o000002DK5fAAG,2025-10-08T18:19:57.000+0000,0055o000002DK5fAAG,2025-10-08T18:19:57.000+0000,(905)413-7700,,dpolson@pbfinancial.com,(905)305-0885,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctjBWYAY,False,,22933620,0030A0000029Yo7QAE,0010A000002vyAPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:14:33.000+0000,False,False,005G0000002gxxjIAA,2025-10-08T18:14:33.000+0000,005G0000002gxxjIAA,2025-10-08T18:14:33.000+0000,005G0000002gxxjIAA,2025-10-08T18:14:33.000+0000,(514)710-3525,,info@imagofinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctjgEYAQ,False,,22935270,0030A0000029Yo7QAE,0010A000002vyAPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:41:17.000+0000,False,False,005G0000002gxxjIAA,2025-10-08T18:41:17.000+0000,005G0000002gxxjIAA,2025-10-08T18:41:17.000+0000,005G0000002gxxjIAA,2025-10-08T18:41:17.000+0000,(514)710-3525,,info@imagofinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctk5xYAA,False,,22933604,0030A0000029mDPQAY,0010A000002w9DRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:14:14.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T18:14:14.000+0000,0055o000002DK5fAAG,2025-10-08T18:14:15.000+0000,0055o000002DK5fAAG,2025-10-08T18:14:15.000+0000,(905)876-0120,,doug.hopkins@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctm69YAA,False,,22933816,0030A0000029kCWQAY,0010A000002w7ZHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:17:51.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T18:17:51.000+0000,0055o000002DK5fAAG,2025-10-08T18:17:51.000+0000,0055o000002DK5fAAG,2025-10-08T18:17:51.000+0000,(416)307-2091X2,,ken@kennystein.com,(416)489-0335,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctn5SYAQ,False,,22934114,0030A0000029ainQAA,0010A000002vznWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:22:39.000+0000,False,False,005G0000002gyDJIAY,2025-10-08T18:22:39.000+0000,005G0000002gyDJIAY,2025-10-08T18:22:40.000+0000,005G0000002gyDJIAY,2025-10-08T18:22:40.000+0000,(306)956-5202,,colin.biblow@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctnYWYAY,False,,22935417,003G0000018f7ChIAI,0010A000002wPGfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:43:48.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T18:43:48.000+0000,0050A000000Hq5PQAS,2025-10-08T18:43:49.000+0000,0050A000000Hq5PQAS,2025-10-08T18:43:49.000+0000,(905)334-1132,(905) 334-1132,davidlangill@northshorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctp7JYAQ,False,,22936171,003G0000018f6WJIAY,0010A000002wOSzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:56:45.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T18:56:45.000+0000,0050A000000Hq5PQAS,2025-10-08T18:56:45.000+0000,0050A000000Hq5PQAS,2025-10-08T18:56:45.000+0000,(905)987-3866,,ron.king@specialtywealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctrsEYAQ,False,,22934497,003G0000018f7jrIAA,0010A000002wPqFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:28:46.000+0000,False,False,0050A000001o2WeQAI,2025-10-08T18:28:46.000+0000,0050A000001o2WeQAI,2025-10-08T18:28:46.000+0000,0050A000001o2WeQAI,2025-10-08T18:28:46.000+0000,(709) 489-8943,,brian.pike@nfld.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctsbPYAQ,False,,22936576,0030A000006n26uQAA,0010A000007cCANQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:03:46.000+0000,False,False,0055o000001NWfMAAW,2025-10-08T19:03:46.000+0000,0055o000001NWfMAAW,2025-10-08T19:03:47.000+0000,0055o000001NWfMAAW,2025-10-08T19:03:47.000+0000,(647)779-4121,,poy.zhonglj@gmail.com,(905)479-2943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctsxzYAA,False,,22935603,0030A0000029pNtQAI,0010A000002wBqpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:47:04.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T18:47:04.000+0000,005OH000004oiYEYAY,2025-10-08T18:47:05.000+0000,005OH000004oiYEYAY,2025-10-08T18:47:05.000+0000,(519)672-4007,,mark.kriznic@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctuBmYAI,False,,22934891,0030A00000BzCHmQAN,0010A00000CZmkzQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:35:15.000+0000,False,False,005OH0000030c5BYAQ,2025-10-08T18:35:15.000+0000,005OH0000030c5BYAQ,2025-10-08T18:35:16.000+0000,005OH0000030c5BYAQ,2025-10-08T18:35:16.000+0000,(613)446-4507,,robyn@lucra.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctuoUYAQ,False,,22934902,0030A0000029hFYQAY,0010A000002w5AyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:35:25.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T18:35:25.000+0000,005OH000004oiYEYAY,2025-10-08T18:35:26.000+0000,005OH000004oiYEYAY,2025-10-08T18:35:26.000+0000,(519)273-7377,,jeff@wkfinancial.ca,(519)273-1015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctwTjYAI,False,,22936090,0030A0000029o7rQAA,0010A000002wAqCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:55:28.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T18:55:28.000+0000,005OH000004oiYEYAY,2025-10-08T18:55:29.000+0000,005OH000004oiYEYAY,2025-10-08T18:55:29.000+0000,(647)983-5245,,indy6299@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctwblYAA,False,,22934960,0030A0000090YrYQAU,0010A000009wyu9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:36:20.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T18:36:20.000+0000,0055o000002DK5fAAG,2025-10-08T18:36:20.000+0000,0055o000002DK5fAAG,2025-10-08T18:36:20.000+0000,(226)239-8601,,zhaoyongbin69@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctxg0YAA,False,,22937484,0030A0000029XhDQAU,0010A000002vxENQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:20:28.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:20:28.000+0000,005OH000004Ir1xYAC,2025-10-08T19:20:29.000+0000,005OH000004Ir1xYAC,2025-10-08T19:20:29.000+0000,(403)383-5773,,adskiliwanag@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000ctyC9YAI,False,,22935138,0030A0000029dysQAA,0010A000002w2OsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:39:09.000+0000,False,False,005OH000004pk06YAA,2025-10-08T18:39:09.000+0000,005OH000004pk06YAA,2025-10-08T18:39:10.000+0000,005OH000004pk06YAA,2025-10-08T18:39:10.000+0000,(905)447-6317,,jtaylor@moneyassist.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu1efYAA,False,,22935522,0030A0000046gMkQAI,0010A000002vtp3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:45:35.000+0000,False,False,0050A000001o2WeQAI,2025-10-08T18:45:35.000+0000,0050A000001o2WeQAI,2025-10-08T18:45:36.000+0000,0050A000001o2WeQAI,2025-10-08T18:45:36.000+0000,(506) 472-4568,(506) 260-4420,diane.vandenborre@financialhorizons.com,(506) 453-0675,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu1uqYAA,False,,22936532,0030A0000029ouAQAQ,0010A000002wBU2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:02:58.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T19:02:58.000+0000,0055o000002DK5fAAG,2025-10-08T19:02:58.000+0000,0055o000002DK5fAAG,2025-10-08T19:02:58.000+0000,(905)282-1055,,pp@perriwealth.com,(905)282-1060,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu2ShYAI,False,,22936260,0030A0000029cOtQAI,0010A000002w19PQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:58:26.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T18:58:26.000+0000,005OH000007fgYjYAI,2025-10-08T18:58:27.000+0000,005OH000007fgYjYAI,2025-10-08T18:58:27.000+0000,(819)373-7672,,gisele.albert@sympatico.ca,(819)373-5391,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu2kPYAQ,False,,22935631,0030A0000046gMkQAI,0010A000002vtp3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:47:31.000+0000,False,False,0050A000001o2WeQAI,2025-10-08T18:47:31.000+0000,0050A000001o2WeQAI,2025-10-08T18:47:32.000+0000,0050A000001o2WeQAI,2025-10-08T18:47:32.000+0000,(506) 472-4568,(506) 260-4420,diane.vandenborre@financialhorizons.com,(506) 453-0675,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu58sYAA,False,,22937153,003G0000018f7AsIAI,0010A000002wPErQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:14:37.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T19:14:37.000+0000,0050A000000Hq5PQAS,2025-10-08T19:14:37.000+0000,0050A000000Hq5PQAS,2025-10-08T19:14:37.000+0000,(416)568-7235,(416) 568-7235,peter.corringham@pcwealth.ca,(289)277-1207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu5ITYAY,False,,22935896,003G0000018f6WJIAY,0010A000002wOSzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:52:14.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T18:52:14.000+0000,0050A000000Hq5PQAS,2025-10-08T18:52:14.000+0000,0050A000000Hq5PQAS,2025-10-08T18:52:14.000+0000,(905)987-3866,,ron.king@specialtywealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu5QXYAY,False,,22935910,003G0000018f6UeIAI,0010A000002wORLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:52:24.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T18:52:24.000+0000,0050A000000XQhmQAG,2025-10-08T18:52:25.000+0000,0050A000000XQhmQAG,2025-10-08T18:52:25.000+0000,(902)624-1555,,dale@dmrfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu66bYAA,False,,22939581,0030A0000029fhoQAA,0010A000002w3p8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:57:46.000+0000,False,False,0055o000001NWfMAAW,2025-10-08T19:57:46.000+0000,0055o000001NWfMAAW,2025-10-08T19:57:47.000+0000,0055o000001NWfMAAW,2025-10-08T19:57:47.000+0000,(416)850-4528,(647) 527-2816,jpyliu@gmail.com,(905)479-2943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu7AcYAI,False,,22937681,0030A0000029g40QAA,0010A000002w47rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:24:03.000+0000,False,False,005G0000002gxxjIAA,2025-10-08T19:24:03.000+0000,005G0000002gxxjIAA,2025-10-08T19:24:03.000+0000,005G0000002gxxjIAA,2025-10-08T19:24:03.000+0000,(450)663-8877,(514) 944-7181,info@gpvq.ca,(450)661-5793,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu8TGYAY,False,,22936582,0030A0000029XUjQAM,0010A000002vx3kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:03:52.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:03:52.000+0000,005OH000004Ir1xYAC,2025-10-08T19:03:53.000+0000,005OH000004Ir1xYAC,2025-10-08T19:03:53.000+0000,(403)875-0123,,lisa.cfp@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cu8oDYAQ,False,,22936293,003OH00000IjYrDYAV,001OH00000MyaFIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T18:58:55.000+0000,False,False,005OH000007fgYjYAI,2025-10-08T18:58:55.000+0000,005OH000007fgYjYAI,2025-10-08T18:58:56.000+0000,005OH000007fgYjYAI,2025-10-08T18:58:56.000+0000,(438)345-5066,,fariba.a@sunplusfa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuBHVYA2,False,,22937525,0030A0000029fMkQAI,0010A000002w3agQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:21:15.000+0000,False,False,005OH000005URvxYAG,2025-10-08T19:21:15.000+0000,005OH000005URvxYAG,2025-10-08T19:21:16.000+0000,005OH000005URvxYAG,2025-10-08T19:21:16.000+0000,(403)588-1116,,clewsbenefits@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuBR8YAM,False,,22936959,0030A0000029e4YQAQ,0010A000002w2TzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:10:48.000+0000,False,False,005OH000004pk06YAA,2025-10-08T19:10:48.000+0000,005OH000004pk06YAA,2025-10-08T19:10:49.000+0000,005OH000004pk06YAA,2025-10-08T19:10:49.000+0000,(416)368-5757,(647) 616-5657,reinhartfinancial@rogers.com,(416)368-5759,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuBitYAE,False,,22937460,0030A0000029e4YQAQ,0010A000002w2TzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:19:55.000+0000,False,False,005OH000004pk06YAA,2025-10-08T19:19:55.000+0000,005OH000004pk06YAA,2025-10-08T19:19:55.000+0000,005OH000004pk06YAA,2025-10-08T19:19:55.000+0000,(416)368-5757,(647) 616-5657,reinhartfinancial@rogers.com,(416)368-5759,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuBqxYAE,False,,22936782,003G0000018f70AIAQ,0010A000002wP2nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:07:21.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T19:07:21.000+0000,0050A000000Hq5PQAS,2025-10-08T19:07:21.000+0000,0050A000000Hq5PQAS,2025-10-08T19:07:21.000+0000,(800)341-5586,(905) 259-0419,richard.yaworski@ryjwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuDfqYAE,False,,22936979,003G0000018f6ilIAA,0010A000002wOj0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:11:16.000+0000,False,False,0050A000000Hq5PQAS,2025-10-08T19:11:16.000+0000,0050A000000Hq5PQAS,2025-10-08T19:11:17.000+0000,0050A000000Hq5PQAS,2025-10-08T19:11:17.000+0000,(905)391-3321,(905) 391-3321,peter@durhamfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuENQYA2,False,,22938316,0030A0000029WRVQA2,0010A000002vwAiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:35:22.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T19:35:22.000+0000,005OH000003ds0PYAQ,2025-10-08T19:35:23.000+0000,005OH000003ds0PYAQ,2025-10-08T19:35:23.000+0000,(705)743-1476,(705) 875-4841,venci.sebek@ipcc.org,(705)743-0680,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuGfJYAU,False,,22937072,0030A0000029cQGQAY,0010A000002w1ATQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:13:02.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T19:13:02.000+0000,005OH000004oiYEYAY,2025-10-08T19:13:02.000+0000,005OH000004oiYEYAY,2025-10-08T19:13:02.000+0000,(519)630-9668,,rlanaus@alignedcp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuIUDYA2,False,,22937271,0030A000004A7xLQAS,0010A000004vIe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:16:38.000+0000,False,False,005OH000005URvxYAG,2025-10-08T19:16:38.000+0000,005OH000005URvxYAG,2025-10-08T19:16:39.000+0000,005OH000005URvxYAG,2025-10-08T19:16:39.000+0000,(780)431-0527,,arun.nair@igpwm.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuIh8YAE,False,,22937598,0030A0000029YERQA2,0010A000002vxjGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:22:42.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:22:42.000+0000,005OH000004Ir1xYAC,2025-10-08T19:22:43.000+0000,005OH000004Ir1xYAC,2025-10-08T19:22:43.000+0000,(403)532-1651,,russell@livefreeinc.com,(647)931-7355,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuJi1YAE,False,,22937384,0030A0000029XfTQAU,0010A000002vxCJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:18:33.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:18:33.000+0000,005OH000004Ir1xYAC,2025-10-08T19:18:33.000+0000,005OH000004Ir1xYAC,2025-10-08T19:18:33.000+0000,(403)401-6297,,geronimo.zaballa@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuJzmYAE,False,,22937804,0030A0000029mSHQAY,0010A000002w9S0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:26:14.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:26:14.000+0000,005OH000004Ir1xYAC,2025-10-08T19:26:14.000+0000,005OH000004Ir1xYAC,2025-10-08T19:26:14.000+0000,(403)532-1651,(587) 885-1672,samantha@livefreeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuKW1YAM,False,,22937490,0030A00000Aqo6WQAR,0010A00000BPsSdQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:20:35.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T19:20:35.000+0000,005OH000004oiYEYAY,2025-10-08T19:20:35.000+0000,005OH000004oiYEYAY,2025-10-08T19:20:35.000+0000,(519)646-5722,,doug.macdonald@nbc.ca,(519)645-0902,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuKpZYAU,False,,22941264,0030A0000029ashQAA,0010A000002vzwNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:34:00.000+0000,False,False,005OH000002iJPDYA2,2025-10-08T20:34:00.000+0000,005OH000002iJPDYA2,2025-10-08T20:34:01.000+0000,005OH000002iJPDYA2,2025-10-08T20:34:01.000+0000,(604)261-2123,(604) 319-0689,zymin23@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuKpaYAE,False,,22941447,003G0000018f6oFIAQ,0010A000002wOpzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:37:56.000+0000,False,False,005OH000001cCPNYA2,2025-10-08T20:37:56.000+0000,005OH000001cCPNYA2,2025-10-08T20:37:56.000+0000,005OH000001cCPNYA2,2025-10-08T20:37:56.000+0000,(250)718-7232,(250) 826-8424,shane@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuMOEYA2,False,,22939499,0030A0000029agYQAQ,0010A000002vzlbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:56:16.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:56:16.000+0000,005OH000004Ir1xYAC,2025-10-08T19:56:16.000+0000,005OH000004Ir1xYAC,2025-10-08T19:56:16.000+0000,(866)382-8352,4032619595,nina.wood@bmo.com,(587)364-4224,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuMUeYAM,False,,22938287,003G0000018f6azIAA,0010A000002wOYHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:34:54.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T19:34:54.000+0000,0050A000000XQhmQAG,2025-10-08T19:34:54.000+0000,0050A000000XQhmQAG,2025-10-08T19:34:54.000+0000,(902)849-1304,(902) 578-3771,barry@barryandrews.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuMfwYAE,False,,22938592,0030A0000029WRVQA2,0010A000002vwAiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:40:16.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T19:40:16.000+0000,005OH000003ds0PYAQ,2025-10-08T19:40:17.000+0000,005OH000003ds0PYAQ,2025-10-08T19:40:17.000+0000,(705)743-1476,(705) 875-4841,venci.sebek@ipcc.org,(705)743-0680,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuNosYAE,False,,22937833,0030A0000029mSHQAY,0010A000002w9S0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:26:51.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:26:51.000+0000,005OH000004Ir1xYAC,2025-10-08T19:26:51.000+0000,005OH000004Ir1xYAC,2025-10-08T19:26:51.000+0000,(403)532-1651,(587) 885-1672,samantha@livefreeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuOudYAE,False,,22938201,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:33:12.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T19:33:12.000+0000,0050A000000XQhmQAG,2025-10-08T19:33:13.000+0000,0050A000000XQhmQAG,2025-10-08T19:33:13.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuPieYAE,False,,22939617,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,sending email chain for review.,True,2025-10-08T20:09:16.000+0000,False,False,005OH000006uYrkYAE,2025-10-08T19:58:36.000+0000,005OH000006uYrkYAE,2025-10-08T20:09:16.000+0000,005OH000006uYrkYAE,2025-10-08T20:09:16.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuQYFYA2,False,,22938827,0030A0000029WRVQA2,0010A000002vwAiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:44:28.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T19:44:28.000+0000,005OH000003ds0PYAQ,2025-10-08T20:11:21.000+0000,005OH000003ds0PYAQ,2025-10-08T20:11:21.000+0000,(705)743-1476,(705) 875-4841,venci.sebek@ipcc.org,(705)743-0680,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuSAIYA2,False,,22939592,0030A0000029Yo7QAE,0010A000002vyAPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:58:04.000+0000,False,False,005G0000002gxxjIAA,2025-10-08T19:58:04.000+0000,005G0000002gxxjIAA,2025-10-08T19:58:04.000+0000,005G0000002gxxjIAA,2025-10-08T19:58:04.000+0000,(514)710-3525,,info@imagofinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuSDUYA2,False,,22939467,0030A0000029agYQAQ,0010A000002vzlbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:55:43.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:55:43.000+0000,005OH000004Ir1xYAC,2025-10-08T19:55:44.000+0000,005OH000004Ir1xYAC,2025-10-08T19:55:44.000+0000,(866)382-8352,4032619595,nina.wood@bmo.com,(587)364-4224,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuSYPYA2,False,,22938282,0030A0000029ZfJQAU,0010A000002vyuBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:34:49.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:34:49.000+0000,005OH000004Ir1xYAC,2025-10-08T19:34:50.000+0000,005OH000004Ir1xYAC,2025-10-08T19:34:50.000+0000,(250)317-0852,(250) 317-0852,albertaltd2128306@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuTZLYA2,False,,22939854,0030A000006n26uQAA,0010A000007cCANQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:03:13.000+0000,False,False,0055o000001t1uPAAQ,2025-10-08T20:03:13.000+0000,0055o000001t1uPAAQ,2025-10-08T20:03:13.000+0000,0055o000001t1uPAAQ,2025-10-08T20:03:13.000+0000,(647)779-4121,,poy.zhonglj@gmail.com,(905)479-2943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuU3xYAE,False,,22938396,0030A0000029jTYQAY,0010A000002w6zhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:37:01.000+0000,False,False,005OH000005URvxYAG,2025-10-08T19:37:01.000+0000,005OH000005URvxYAG,2025-10-08T19:37:01.000+0000,005OH000005URvxYAG,2025-10-08T19:37:01.000+0000,(780)429-1243,(780) 906-9924,raybacch@telus.net,(780)425-3168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuUDlYAM,False,,22941624,003OH0000048Y2OYAU,001OH000005E0LaYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:42:23.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T20:42:23.000+0000,005OH000003ds0PYAQ,2025-10-08T20:42:24.000+0000,005OH000003ds0PYAQ,2025-10-08T20:42:24.000+0000,(905)623-9079,,jake.reid@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuUYdYAM,False,,22938549,0030A0000029aOYQAY,0010A000002vzYMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:39:31.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:39:31.000+0000,005OH000004Ir1xYAC,2025-10-08T19:39:31.000+0000,005OH000004Ir1xYAC,2025-10-08T19:39:31.000+0000,(403)869-9713,,nwood@upfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuVmQYAU,False,,22938853,0030A0000029afxQAA,0010A000002vzlAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:44:53.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:44:53.000+0000,005OH000004Ir1xYAC,2025-10-08T19:44:53.000+0000,005OH000004Ir1xYAC,2025-10-08T19:44:53.000+0000,(403)245-2574,,ross@camaco.ca,(403)398-0244,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuWybYAE,False,,22938694,0030A0000029afUQAQ,0010A000002vzkrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:41:58.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:41:58.000+0000,005OH000004Ir1xYAC,2025-10-08T19:41:59.000+0000,005OH000004Ir1xYAC,2025-10-08T19:41:59.000+0000,(306)861-8493,,tismooliver@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuXEjYAM,False,,22938723,003G0000018f6UFIAY,0010A000002wOQxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:42:29.000+0000,False,False,005OH000006owoYYAQ,2025-10-08T19:42:29.000+0000,005OH000006owoYYAQ,2025-10-08T19:42:29.000+0000,005OH000006owoYYAQ,2025-10-08T19:42:29.000+0000,(306)222-8860,(306) 222-8860,gary@rusufinancialinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuZwXYAU,False,,22940836,003G0000018f7EOIAY,0010A000002wPJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The customer and agent had a friendly conversation about the customer's sales performance, bonus information, and new investment funds. The agent provided the customer with their year-to-date sales numbers and information about the new balanced ETF fund. The agent also informed the customer about the ability to contribute to registered accounts for individuals over 90 years old. The customer expressed interest in this new option and requested more details. Overall, the conversation covered the customer's business performance and new investment opportunities without discussing any sensitive personal information.",True,2025-10-08T20:24:19.000+0000,False,False,005OH00000AdAzSYAV,2025-10-08T20:24:19.000+0000,005OH00000AdAzSYAV,2025-10-08T20:53:52.000+0000,005OH00000AdAzSYAV,2025-10-08T20:53:52.000+0000,(905)517-9117,(905) 517-9117,teresa@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cubrrYAA,False,,22939580,0030A0000029agYQAQ,0010A000002vzlbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:57:46.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T19:57:46.000+0000,005OH000004Ir1xYAC,2025-10-08T19:57:47.000+0000,005OH000004Ir1xYAC,2025-10-08T19:57:47.000+0000,(866)382-8352,4032619595,nina.wood@bmo.com,(587)364-4224,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cueOKYAY,False,,22940776,0030A000006n26uQAA,0010A000007cCANQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:23:14.000+0000,False,False,0055o000001t1uPAAQ,2025-10-08T20:23:14.000+0000,0055o000001t1uPAAQ,2025-10-08T20:23:14.000+0000,0055o000001t1uPAAQ,2025-10-08T20:23:14.000+0000,(647)779-4121,,poy.zhonglj@gmail.com,(905)479-2943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cufDxYAI,False,,22940269,0030A0000029YOlQAM,0010A000002vxq8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:11:57.000+0000,False,False,005OH000004oiYEYAY,2025-10-08T20:11:57.000+0000,005OH000004oiYEYAY,2025-10-08T20:11:58.000+0000,005OH000004oiYEYAY,2025-10-08T20:11:58.000+0000,(519)264-2049,,suzanne.racine@edwardjones.com,(877)335-9204,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cufgxYAA,False,,22940205,0030A00000B4mnKQAR,0010A00000Bf4ZZQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:10:40.000+0000,False,False,005OH000005URvxYAG,2025-10-08T20:10:40.000+0000,005OH000005URvxYAG,2025-10-08T20:10:40.000+0000,005OH000005URvxYAG,2025-10-08T20:10:40.000+0000,(403)986-1437,(403) 872-5717,akonoev@bridgelinewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cug0HYAQ,False,,22939633,0030A0000029fhoQAA,0010A000002w3p8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T19:59:03.000+0000,False,False,0055o000001NWfMAAW,2025-10-08T19:59:03.000+0000,0055o000001NWfMAAW,2025-10-08T19:59:03.000+0000,0055o000001NWfMAAW,2025-10-08T19:59:03.000+0000,(416)850-4528,(647) 527-2816,jpyliu@gmail.com,(905)479-2943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cugt9YAA,False,,22941290,0030A0000029ashQAA,0010A000002vzwNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:34:38.000+0000,False,False,005OH000002iJPDYA2,2025-10-08T20:34:38.000+0000,005OH000002iJPDYA2,2025-10-08T20:34:38.000+0000,005OH000002iJPDYA2,2025-10-08T20:34:38.000+0000,(604)261-2123,(604) 319-0689,zymin23@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuhqoYAA,False,,22939931,0030A0000029mmWQAQ,0010A000002w9kFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:04:48.000+0000,False,False,0055o000001NWfMAAW,2025-10-08T20:04:48.000+0000,0055o000001NWfMAAW,2025-10-08T20:04:48.000+0000,0055o000001NWfMAAW,2025-10-08T20:04:48.000+0000,(905)307-8999,(647) 625-5430,alex.vy@maplebridgefinancial.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuiyAYAQ,False,,22940077,003OH00000OMyj1YAD,001OH00000TccWlYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:07:56.000+0000,False,False,0055o000001t1uPAAQ,2025-10-08T20:07:56.000+0000,0055o000001t1uPAAQ,2025-10-08T20:07:56.000+0000,0055o000001t1uPAAQ,2025-10-08T20:07:56.000+0000,(647)988-1956,,zhangqiuyin@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuk79YAA,False,,22941267,0035o000005IdcCAAS,0015o000005rWouAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:34:04.000+0000,False,False,005OH000004pk06YAA,2025-10-08T20:34:04.000+0000,005OH000004pk06YAA,2025-10-08T20:34:04.000+0000,005OH000004pk06YAA,2025-10-08T20:34:04.000+0000,(647)378-8303,,rahul.goel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuktVYAQ,False,,22940157,0030A0000029VKUQA2,0010A000002vvG5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:09:39.000+0000,False,False,0055o000002DK5fAAG,2025-10-08T20:09:39.000+0000,0055o000002DK5fAAG,2025-10-08T20:09:39.000+0000,0055o000002DK5fAAG,2025-10-08T20:09:39.000+0000,(416)491-7400,(647) 231-2275,carl.dotiwalla@ig.ca,(416)491-7416,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000culHiYAI,False,,22940261,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:11:51.000+0000,False,False,005OH000005URvxYAG,2025-10-08T20:11:51.000+0000,005OH000005URvxYAG,2025-10-08T20:11:51.000+0000,005OH000005URvxYAG,2025-10-08T20:11:51.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cum5hYAA,False,,22940310,0035o000003UHx2AAG,0015o0000047XJxAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:12:58.000+0000,False,False,005OH000005URvxYAG,2025-10-08T20:12:58.000+0000,005OH000005URvxYAG,2025-10-08T20:12:58.000+0000,005OH000005URvxYAG,2025-10-08T20:12:58.000+0000,(780)464-7550,,tom@tomcorsmeier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuoQuYAI,False,,22942762,0030A0000029as5QAA,0010A000002vzvvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T21:10:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T21:10:59.000+0000,005OH000004Ir1xYAC,2025-10-08T21:10:59.000+0000,005OH000004Ir1xYAC,2025-10-08T21:10:59.000+0000,(403)231-8615,,rick@ervenplanning.com,(403)231-8631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cup5FYAQ,False,,22942637,0030A0000029ajBQAQ,0010A000002vznpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T21:07:36.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T21:07:36.000+0000,005OH000004Ir1xYAC,2025-10-08T21:07:36.000+0000,005OH000004Ir1xYAC,2025-10-08T21:07:36.000+0000,(403)938-9715,,jim.coleman@raymondjames.ca,(403)938-9762,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cupl7YAA,False,,22940712,0030A00000CgGlMQAV,0010A00000DHl8eQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:21:42.000+0000,False,False,0050A000000XQhmQAG,2025-10-08T20:21:42.000+0000,0050A000000XQhmQAG,2025-10-08T20:21:43.000+0000,0050A000000XQhmQAG,2025-10-08T20:21:43.000+0000,(902)420-6206,(902) 329-4242,mitchell.wasilik@cibc.com,(902)429-3948,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cutVPYAY,False,,22942806,0030A0000029gTeQAI,0010A000002w4VzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T21:11:59.000+0000,False,False,0055o000001t1uPAAQ,2025-10-08T21:11:59.000+0000,0055o000001t1uPAAQ,2025-10-08T21:11:59.000+0000,0055o000001t1uPAAQ,2025-10-08T21:11:59.000+0000,(416)878-1769,(416) 878-1769,crystalqinli@hotmail.com,(905)415-8882,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cutjuYAA,False,,22941451,0030A0000029gIaQAI,0010A000002w4MNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:38:03.000+0000,False,False,005OH000002iJPDYA2,2025-10-08T20:38:03.000+0000,005OH000002iJPDYA2,2025-10-08T20:38:03.000+0000,005OH000002iJPDYA2,2025-10-08T20:38:03.000+0000,(604)438-3690,(778) 320-8869,melissameng@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuwgCYAQ,False,,22941839,0030A0000029X98QAE,0010A000002vwnnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:47:33.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T20:47:33.000+0000,005OH000003ds0PYAQ,2025-10-08T20:47:33.000+0000,005OH000003ds0PYAQ,2025-10-08T20:47:33.000+0000,(613)966-2360,(613) 242-3233,jmadvisors@cogeco.ca,(613)779-7895,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuxdrYAA,False,,22942448,003G0000018f6oFIAQ,0010A000002wOpzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T21:02:18.000+0000,False,False,005OH000001cCPNYA2,2025-10-08T21:02:18.000+0000,005OH000001cCPNYA2,2025-10-08T21:02:18.000+0000,005OH000001cCPNYA2,2025-10-08T21:02:18.000+0000,(250)718-7232,(250) 826-8424,shane@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuxnVYAQ,False,,22941602,0030A0000029gxqQAA,0010A000002w4uEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:41:51.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T20:41:51.000+0000,005OH000003ds0PYAQ,2025-10-08T20:41:51.000+0000,005OH000003ds0PYAQ,2025-10-08T20:41:51.000+0000,(289)314-3425,,jmcidc@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuyZtYAI,False,,22941665,0030A0000029hWEQAY,0010A000002w5OzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:43:45.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T20:43:45.000+0000,005OH000003ds0PYAQ,2025-10-08T20:43:45.000+0000,005OH000003ds0PYAQ,2025-10-08T20:43:45.000+0000,(416)990-4567,,barclay@jbhinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cuz2zYAA,False,,22943430,0030A000009RbC1QAK,0010A00000AUIbyQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T21:31:10.000+0000,False,False,005OH000006owoYYAQ,2025-10-08T21:31:10.000+0000,005OH000006owoYYAQ,2025-10-08T21:31:10.000+0000,005OH000006owoYYAQ,2025-10-08T21:31:10.000+0000,(306)536-5566,,jody.nowoselski@thrivewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cv0rpYAA,False,,22941873,003OH00000JpZVRYA3,001OH00000OFo8MYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T20:48:25.000+0000,False,False,005OH000003ds0PYAQ,2025-10-08T20:48:25.000+0000,005OH000003ds0PYAQ,2025-10-08T20:48:25.000+0000,005OH000003ds0PYAQ,2025-10-08T20:48:25.000+0000,(705)616-0771,,james.mcgowan@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cv34zYAA,False,,22942901,0030A0000029k3oQAA,0010A000002w7SKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T21:14:45.000+0000,False,False,0055o000001t1uPAAQ,2025-10-08T21:14:45.000+0000,0055o000001t1uPAAQ,2025-10-08T21:14:46.000+0000,0055o000001t1uPAAQ,2025-10-08T21:14:46.000+0000,(416)850-4528X136,(647) 892-3728,sid.zhang@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cv9iDYAQ,False,,22942742,0030A0000029ap1QAA,0010A000002vzsrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T21:10:27.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T21:10:27.000+0000,005OH000004Ir1xYAC,2025-10-08T21:10:28.000+0000,005OH000004Ir1xYAC,2025-10-08T21:10:28.000+0000,(403)909-6188,,xushunan07@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cvCt0YAE,False,,22943327,0030A0000029az4QAA,0010A000002w01wQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T21:28:04.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T21:28:04.000+0000,005OH000004Ir1xYAC,2025-10-08T21:28:05.000+0000,005OH000004Ir1xYAC,2025-10-08T21:28:05.000+0000,(403)278-8289,,gordon@ipcc-calgary.com,(403)253-7354,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cvJ6aYAE,False,,22945307,003G0000018f7D0IAI,0010A000002wPGxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T22:58:42.000+0000,False,False,005OH000002iJPDYA2,2025-10-08T22:58:42.000+0000,005OH000002iJPDYA2,2025-10-08T22:58:43.000+0000,005OH000002iJPDYA2,2025-10-08T22:58:43.000+0000,(604)732-1508X680,(778) 865-6938,martin.jiang@mjfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cvNJoYAM,False,,22944191,0030A0000029bYuQAI,0010A000002w0T9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T22:01:13.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T22:01:13.000+0000,005OH000004Ir1xYAC,2025-10-08T22:01:13.000+0000,005OH000004Ir1xYAC,2025-10-08T22:01:13.000+0000,(403)250-3121,,ron@beneficial-insurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cvO2vYAE,False,,22943966,003G0000018f6ncIAA,0010A000002wOpMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T21:51:39.000+0000,False,False,005OH000006owoYYAQ,2025-10-08T21:51:39.000+0000,005OH000006owoYYAQ,2025-10-08T21:51:40.000+0000,005OH000006owoYYAQ,2025-10-08T21:51:40.000+0000,(306)221-5819,(306) 221-5819,chris@hbwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cvP73YAE,False,,22944158,0030A000003Q95LQAS,0010A000004CRrqQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T21:59:31.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T21:59:31.000+0000,005OH000004Ir1xYAC,2025-10-08T21:59:32.000+0000,005OH000004Ir1xYAC,2025-10-08T21:59:32.000+0000,(403)529-0555,(403) 878-3918,mike@bakerwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cvPjlYAE,False,,22944249,0030A0000029banQAA,0010A000002w0UdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T22:04:03.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T22:04:03.000+0000,005OH000004Ir1xYAC,2025-10-08T22:04:04.000+0000,005OH000004Ir1xYAC,2025-10-08T22:04:04.000+0000,(403)300-1212,,chogarth@lomwealth.com,(403)452-5910,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cvR5fYAE,False,,22944798,0030A0000029bb3QAA,0010A000002w0UoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T22:30:12.000+0000,False,False,005OH000004Ir1xYAC,2025-10-08T22:30:12.000+0000,005OH000004Ir1xYAC,2025-10-08T22:30:13.000+0000,005OH000004Ir1xYAC,2025-10-08T22:30:13.000+0000,(403)289-3337,,edge-ins@telusplanet.net,(403)289-3475,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cvZKvYAM,False,,22945281,0030A000006KOT7QAO,0010A0000075UsAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-08T22:57:14.000+0000,False,False,005OH000002iJPDYA2,2025-10-08T22:57:14.000+0000,005OH000002iJPDYA2,2025-10-08T22:57:15.000+0000,005OH000002iJPDYA2,2025-10-08T22:57:15.000+0000,(604)722-0722,,tracywonghs@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,176.0
500OH00000cwH96YAE,False,,22946631,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T11:51:02.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T11:51:02.000+0000,0050A000000XQhmQAG,2025-10-09T12:20:14.000+0000,0050A000000XQhmQAG,2025-10-09T12:20:14.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwPmbYAE,False,,22948398,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T13:24:19.000+0000,False,False,0050A000000WjqvQAC,2025-10-09T13:24:19.000+0000,0050A000000WjqvQAC,2025-10-09T13:24:19.000+0000,0050A000000WjqvQAC,2025-10-09T13:24:19.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwfpiYAA,False,,22948088,0030A00000Bz762QAB,0010A00000D4uhUQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T13:14:43.000+0000,False,False,0050A000000WjqvQAC,2025-10-09T13:14:43.000+0000,0050A000000WjqvQAC,2025-10-09T13:14:43.000+0000,0050A000000WjqvQAC,2025-10-09T13:14:43.000+0000,(613)735-4141,(613) 281-2047,tommy@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwkSsYAI,False,,22951299,0030A0000029n9eQAA,0010A000002wA3GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:34:30.000+0000,False,False,005OH000004pk06YAA,2025-10-09T14:34:30.000+0000,005OH000004pk06YAA,2025-10-09T14:34:30.000+0000,005OH000004pk06YAA,2025-10-09T14:34:30.000+0000,(416)484-1011,4165873989,jbongard@ifcg.com,(866)213-9181,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwlaCYAQ,False,,22948859,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000000WjqvQAC,2025-10-09T13:37:29.000+0000,0050A000000WjqvQAC,2025-10-09T13:40:31.000+0000,0050A000000WjqvQAC,2025-10-09T13:40:31.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwoUpYAI,False,,22950140,0030A00000A0fqMQAR,0010A00000AZqfdQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:11:06.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T14:11:06.000+0000,005OH000007fgYjYAI,2025-10-09T14:11:06.000+0000,005OH000007fgYjYAI,2025-10-09T14:11:06.000+0000,(418)225-6550X103,,julie.malenfant@desbonsconseils.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwpIrYAI,False,,22949742,0030A0000029ckdQAA,0010A000002w1NQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:02:04.000+0000,False,False,005OH000004pk06YAA,2025-10-09T14:02:04.000+0000,005OH000004pk06YAA,2025-10-09T14:02:04.000+0000,005OH000004pk06YAA,2025-10-09T14:02:04.000+0000,(905)898-3815X1230,,mcowell@mandevillepc.com,(905)853-6127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwqGTYAY,False,,22948836,003G0000018f7FfIAI,0010A000002wPKSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T13:36:58.000+0000,False,False,005OH000002N6huYAC,2025-10-09T13:36:58.000+0000,005OH000002N6huYAC,2025-10-09T13:36:58.000+0000,005OH000002N6huYAC,2025-10-09T13:36:58.000+0000,(418)540-3156,(418) 540-3156,audrey@sfgauthier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwrqwYAA,False,,22950885,0030A0000029pLDQAY,0010A000002wBoiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:26:46.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T14:26:46.000+0000,0050A000000XQhmQAG,2025-10-09T14:26:46.000+0000,0050A000000XQhmQAG,2025-10-09T14:26:46.000+0000,(709)778-2399,,cgrimes@callegrow.com,(709)722-4837,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwsOjYAI,False,,22949058,003G0000018f7CPIAY,0010A000002wPGNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T13:43:13.000+0000,False,False,005OH000002N6huYAC,2025-10-09T13:43:13.000+0000,005OH000002N6huYAC,2025-10-09T13:43:14.000+0000,005OH000002N6huYAC,2025-10-09T13:43:14.000+0000,(514)814-5948,(514) 814-5948,benjamin.kobuke@groupefinancierkoby.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwszrYAA,False,,22950260,003G0000018f7qbIAA,0010A000002wPx1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:13:54.000+0000,False,False,0050A000000WjqvQAC,2025-10-09T14:13:54.000+0000,0050A000000WjqvQAC,2025-10-09T14:24:12.000+0000,0050A000000WjqvQAC,2025-10-09T14:24:12.000+0000,(613) 384-9627 ext. 25,,ray@rdrfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwvCxYAI,False,,22949932,0030A0000029ckdQAA,0010A000002w1NQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:06:46.000+0000,False,False,005OH000004pk06YAA,2025-10-09T14:06:46.000+0000,005OH000004pk06YAA,2025-10-09T14:06:46.000+0000,005OH000004pk06YAA,2025-10-09T14:06:46.000+0000,(905)898-3815X1230,,mcowell@mandevillepc.com,(905)853-6127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cwxcvYAA,False,,22949511,003OH00000V955JYAR,001OH00000bzOtBYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T13:55:38.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T13:55:38.000+0000,005OH000007fgYjYAI,2025-10-09T13:55:39.000+0000,005OH000007fgYjYAI,2025-10-09T13:55:39.000+0000,(438)935-0855,,fiancelevesque@emiliepac.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cx0irYAA,False,,22949780,0030A0000029ckdQAA,0010A000002w1NQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:03:03.000+0000,False,False,005OH000004pk06YAA,2025-10-09T14:03:03.000+0000,005OH000004pk06YAA,2025-10-09T14:03:03.000+0000,005OH000004pk06YAA,2025-10-09T14:03:03.000+0000,(905)898-3815X1230,,mcowell@mandevillepc.com,(905)853-6127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cx13qYAA,False,,22950307,0030A0000029ckdQAA,0010A000002w1NQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:14:54.000+0000,False,False,005OH000004pk06YAA,2025-10-09T14:14:54.000+0000,005OH000004pk06YAA,2025-10-09T14:14:54.000+0000,005OH000004pk06YAA,2025-10-09T14:14:54.000+0000,(905)898-3815X1230,,mcowell@mandevillepc.com,(905)853-6127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cx3IkYAI,False,,22953486,003G0000018f7g8IAA,0010A000002wPmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:14:45.000+0000,False,False,005OH000002N6huYAC,2025-10-09T15:14:45.000+0000,005OH000002N6huYAC,2025-10-09T15:14:45.000+0000,005OH000002N6huYAC,2025-10-09T15:14:45.000+0000,(514)940-4949,,francine@fmartineau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cx44xYAA,False,,22951035,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:29:38.000+0000,False,False,005OH000002N6huYAC,2025-10-09T14:29:38.000+0000,005OH000002N6huYAC,2025-10-09T14:29:39.000+0000,005OH000002N6huYAC,2025-10-09T14:29:39.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cx6BfYAI,False,,22953717,003OH00000AY3IiYAL,001OH00000CkvPXYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:19:23.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T15:19:23.000+0000,005OH000004oiYEYAY,2025-10-09T15:19:23.000+0000,005OH000004oiYEYAY,2025-10-09T15:19:23.000+0000,(519)432-6477X233,5194326744,jemin@mandevillepc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cx6ptYAA,False,,22950408,003G0000018f71UIAQ,0010A000002wP4oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:16:58.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T14:16:58.000+0000,0050A000000XQhmQAG,2025-10-09T14:16:58.000+0000,0050A000000XQhmQAG,2025-10-09T14:16:58.000+0000,(709)690-7458,(709) 690-7458,gerard.nash@principalplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cx7sSYAQ,False,,22952418,0030A000008QMOMQA4,0010A000009JkGiQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:55:08.000+0000,False,False,005OH000003ds0PYAQ,2025-10-09T14:55:08.000+0000,005OH000003ds0PYAQ,2025-10-09T14:55:09.000+0000,005OH000003ds0PYAQ,2025-10-09T14:55:09.000+0000,(905)243-1831,,nat1173@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cx8GbYAI,False,,22950535,003G0000018f6TqIAI,0010A000002wOQYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:20:05.000+0000,False,False,005OH00000AdAzSYAV,2025-10-09T14:20:05.000+0000,005OH00000AdAzSYAV,2025-10-09T14:20:05.000+0000,005OH00000AdAzSYAV,2025-10-09T14:20:05.000+0000,(519)760-0692,,jeff@jeffmckinnon.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxAyMYAU,False,,22951172,0035o000006d4IyAAI,0015o000007CMHTAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:32:03.000+0000,False,False,005OH0000084GETYA2,2025-10-09T14:32:03.000+0000,005OH0000084GETYA2,2025-10-09T14:32:03.000+0000,005OH0000084GETYA2,2025-10-09T14:32:03.000+0000,(289)230-0404,,westevensfinancial7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxCfFYAU,False,,22952291,0030A0000029jaVQAQ,0010A000002w75SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:52:54.000+0000,False,False,0055o000002DK5fAAG,2025-10-09T14:52:54.000+0000,0055o000002DK5fAAG,2025-10-09T14:52:54.000+0000,0055o000002DK5fAAG,2025-10-09T14:52:54.000+0000,(905)570-1200,,mobeen.husain@dfsin.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxDg6YAE,False,,22952707,0030A000009MFyQQAW,0010A00000AOLamQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:00:54.000+0000,False,False,005OH00000AdAzSYAV,2025-10-09T15:00:54.000+0000,005OH00000AdAzSYAV,2025-10-09T15:00:54.000+0000,005OH00000AdAzSYAV,2025-10-09T15:00:54.000+0000,(519)771-2017,(519) 771-2017,april.wilcox@lyfestylefinancial.ca,(519)578-2121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxEKTYA2,False,,22952149,0030A000001XjbmQAC,0010A000002wNIuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:50:26.000+0000,False,False,005OH000002N6huYAC,2025-10-09T14:50:26.000+0000,005OH000002N6huYAC,2025-10-09T14:50:26.000+0000,005OH000002N6huYAC,2025-10-09T14:50:26.000+0000,(514)931-4242,(514) 655-8069,sd@servicesfinanciersops.ca,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxFYEYA2,False,,22952073,0031600002YSCPnAAP,0010A000002wODtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:48:54.000+0000,False,False,0050A000000Hq5PQAS,2025-10-09T14:48:54.000+0000,0050A000000Hq5PQAS,2025-10-09T14:48:54.000+0000,0050A000000Hq5PQAS,2025-10-09T14:48:54.000+0000,(905)831-3600,(647) 981-4138,lreid@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxGAvYAM,False,,22951255,0030A0000029a0KQAQ,0010A000002vzEUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:33:28.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T14:33:28.000+0000,0050A000000XQhmQAG,2025-10-09T14:33:28.000+0000,0050A000000XQhmQAG,2025-10-09T14:33:28.000+0000,(709)635-4090,,djyf1.jean@bellaliant.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxH5YYAU,False,,22954584,003G0000018f6ysIAA,0010A000002wP1WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:34:49.000+0000,False,False,0055o000002KxaMAAS,2025-10-09T15:34:49.000+0000,0055o000002KxaMAAS,2025-10-09T15:34:49.000+0000,0055o000002KxaMAAS,2025-10-09T15:34:49.000+0000,(780)409-8927,(587) 576-1177,jesse@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxHjhYAE,False,,22951409,0030A0000029n9eQAA,0010A000002wA3GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:36:38.000+0000,False,False,005OH000004pk06YAA,2025-10-09T14:36:38.000+0000,005OH000004pk06YAA,2025-10-09T14:36:39.000+0000,005OH000004pk06YAA,2025-10-09T14:36:39.000+0000,(416)484-1011,4165873989,jbongard@ifcg.com,(866)213-9181,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxJOxYAM,False,,22951852,0030A0000029apoQAA,0010A000002vztjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:44:53.000+0000,False,False,005OH000003ds0PYAQ,2025-10-09T14:44:53.000+0000,005OH000003ds0PYAQ,2025-10-09T14:44:53.000+0000,005OH000003ds0PYAQ,2025-10-09T14:44:53.000+0000,(905)621-9885,(905) 621-9885,zach.kirkby@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxKTEYA2,False,,22956130,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:02:24.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:02:24.000+0000,005OH000005URvxYAG,2025-10-09T16:02:24.000+0000,005OH000005URvxYAG,2025-10-09T16:02:24.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxLU3YAM,False,,22953328,0030A0000029glRQAQ,0010A000002w4jRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:12:08.000+0000,False,False,005OH0000084GETYA2,2025-10-09T15:12:08.000+0000,005OH0000084GETYA2,2025-10-09T15:12:09.000+0000,005OH0000084GETYA2,2025-10-09T15:12:09.000+0000,(519)496-8517,,doug.fischer@outlook.com,(519)342-3454,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxNcDYAU,False,,22951910,003G0000018f71fIAA,0010A000002wP4zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:45:45.000+0000,False,False,0050A000000Hq5PQAS,2025-10-09T14:45:45.000+0000,0050A000000Hq5PQAS,2025-10-09T14:45:46.000+0000,0050A000000Hq5PQAS,2025-10-09T14:45:46.000+0000,(905)623-0443,(905) 442-8732,larry.gilks@bowmanvillefinancialadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxNcFYAU,False,,22953150,0030A0000029cOtQAI,0010A000002w19PQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:08:52.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T15:08:52.000+0000,005OH000007fgYjYAI,2025-10-09T15:08:53.000+0000,005OH000007fgYjYAI,2025-10-09T15:08:53.000+0000,(819)373-7672,,gisele.albert@sympatico.ca,(819)373-5391,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxO3eYAE,False,,22952179,0030A000001XjbmQAC,0010A000002wNIuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:50:49.000+0000,False,False,005OH000002N6huYAC,2025-10-09T14:50:49.000+0000,005OH000002N6huYAC,2025-10-09T14:50:50.000+0000,005OH000002N6huYAC,2025-10-09T14:50:50.000+0000,(514)931-4242,(514) 655-8069,sd@servicesfinanciersops.ca,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxOelYAE,False,,22952066,0030A0000029WSQQA2,0010A000002vwBEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:48:47.000+0000,False,False,005OH000004pk06YAA,2025-10-09T14:48:47.000+0000,005OH000004pk06YAA,2025-10-09T14:48:47.000+0000,005OH000004pk06YAA,2025-10-09T14:48:47.000+0000,(905)840-2222,(416) 471-3766,damian@legacywealthadvisory.ca,(905)361-2691,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxPNuYAM,False,,22952457,0030A0000029UqvQAE,0010A000002vuu9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:56:02.000+0000,False,False,005OH000004pk06YAA,2025-10-09T14:56:02.000+0000,005OH000004pk06YAA,2025-10-09T14:56:03.000+0000,005OH000004pk06YAA,2025-10-09T14:56:03.000+0000,(416)988-8077,,ron@rrdfsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxQa6YAE,False,,22952040,0030A0000029biGQAQ,0010A000002w0ZgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:48:10.000+0000,False,False,005OH000003ds0PYAQ,2025-10-09T14:48:10.000+0000,005OH000003ds0PYAQ,2025-10-09T14:48:10.000+0000,005OH000003ds0PYAQ,2025-10-09T14:48:10.000+0000,(613)532-8723,,lisa.winter@continuumfc.ca,(613)384-8845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxRJGYA2,False,,22952151,0030A0000029oDMQAY,0010A000002wAuPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:50:28.000+0000,False,False,005OH000004pk06YAA,2025-10-09T14:50:28.000+0000,005OH000004pk06YAA,2025-10-09T14:50:28.000+0000,005OH000004pk06YAA,2025-10-09T14:50:28.000+0000,(905)770-9106,(416) 899-8800,chopra@gmail.com,(905)770-5643,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxRnuYAE,False,,22953236,0030A0000029cOtQAI,0010A000002w19PQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:10:32.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T15:10:32.000+0000,005OH000007fgYjYAI,2025-10-09T16:22:57.000+0000,005OH000007fgYjYAI,2025-10-09T16:22:57.000+0000,(819)373-7672,,gisele.albert@sympatico.ca,(819)373-5391,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxUCHYA2,False,,22952517,0030A0000029nmJQAQ,0010A000002wAaSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T14:57:13.000+0000,False,False,005OH000003ds0PYAQ,2025-10-09T14:57:13.000+0000,005OH000003ds0PYAQ,2025-10-09T14:57:13.000+0000,005OH000003ds0PYAQ,2025-10-09T14:57:13.000+0000,(705)868-5699,,sean@dunlopfinancialservice.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxXtJYAU,False,,22952988,0030A0000029iPwQAI,0010A000002w69NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:06:26.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T15:06:26.000+0000,005OH000004oiYEYAY,2025-10-09T15:06:26.000+0000,005OH000004oiYEYAY,2025-10-09T15:06:26.000+0000,(519)546-5817,(519) 348-9873,chad.webber@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxYHWYA2,False,,22953056,003G0000018f6g4IAA,0010A000002wOe5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:07:21.000+0000,False,False,005OH00000AdAzSYAV,2025-10-09T15:07:21.000+0000,005OH00000AdAzSYAV,2025-10-09T15:07:22.000+0000,005OH00000AdAzSYAV,2025-10-09T15:07:22.000+0000,(519)658-3741,(519) 658-3741,cj@qbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxYXdYAM,False,,22953042,0030A0000029cOtQAI,0010A000002w19PQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:07:12.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T15:07:12.000+0000,005OH000007fgYjYAI,2025-10-09T15:07:13.000+0000,005OH000007fgYjYAI,2025-10-09T15:07:13.000+0000,(819)373-7672,,gisele.albert@sympatico.ca,(819)373-5391,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxYmAYAU,False,,22953613,003G0000018f6STIAY,0010A000002wOOoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:17:11.000+0000,False,False,005OH00000AdAzSYAV,2025-10-09T15:17:11.000+0000,005OH00000AdAzSYAV,2025-10-09T15:17:12.000+0000,005OH00000AdAzSYAV,2025-10-09T15:17:12.000+0000,(289)337-8929,,derek@derekdixon.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxYuDYAU,False,,22953081,0030A0000029cOtQAI,0010A000002w19PQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:07:47.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T15:07:47.000+0000,005OH000007fgYjYAI,2025-10-09T15:07:47.000+0000,005OH000007fgYjYAI,2025-10-09T15:07:47.000+0000,(819)373-7672,,gisele.albert@sympatico.ca,(819)373-5391,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxbKFYAY,False,,22954174,0030A000007AAPrQAO,0010A0000081AjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:27:42.000+0000,False,False,0055o000001t1uPAAQ,2025-10-09T15:27:42.000+0000,0055o000001t1uPAAQ,2025-10-09T15:27:43.000+0000,0055o000001t1uPAAQ,2025-10-09T15:27:43.000+0000,,(647) 879-2916,jocelyn.xie@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxcRfYAI,False,,22955247,0030A000007AAPrQAO,0010A0000081AjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:47:18.000+0000,False,False,0055o000001t1uPAAQ,2025-10-09T15:47:18.000+0000,0055o000001t1uPAAQ,2025-10-09T15:47:18.000+0000,0055o000001t1uPAAQ,2025-10-09T15:47:18.000+0000,,(647) 879-2916,jocelyn.xie@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxerbYAA,False,,22955073,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:43:47.000+0000,False,False,005OH000005URvxYAG,2025-10-09T15:43:47.000+0000,005OH000005URvxYAG,2025-10-09T15:43:48.000+0000,005OH000005URvxYAG,2025-10-09T15:43:48.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxezdYAA,False,,22953632,0030A0000029h4DQAQ,0010A000002w50HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:17:34.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T15:17:34.000+0000,005OH000004oiYEYAY,2025-10-09T15:17:34.000+0000,005OH000004oiYEYAY,2025-10-09T15:17:34.000+0000,(519)539-2816,,justin.byers@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxfhpYAA,False,,22957050,0035o000006p1EeAAI,0015o000007QS79AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:19:17.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:19:17.000+0000,005OH000005URvxYAG,2025-10-09T16:19:17.000+0000,005OH000005URvxYAG,2025-10-09T16:19:17.000+0000,(780)860-1277,,josephuruvath2410@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxgtNYAQ,False,,22953782,0030A0000029geGQAQ,0010A000002w4e2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:20:30.000+0000,False,False,005OH000003ds0PYAQ,2025-10-09T15:20:30.000+0000,005OH000003ds0PYAQ,2025-10-09T15:20:31.000+0000,005OH000003ds0PYAQ,2025-10-09T15:20:31.000+0000,(613)876-9899,(613) 876-4577,aaron@prickfree.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxhB7YAI,False,,22953802,0030A0000029geGQAQ,0010A000002w4e2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:20:59.000+0000,False,False,005OH000003ds0PYAQ,2025-10-09T15:20:59.000+0000,005OH000003ds0PYAQ,2025-10-09T15:21:00.000+0000,005OH000003ds0PYAQ,2025-10-09T15:21:00.000+0000,(613)876-9899,(613) 876-4577,aaron@prickfree.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxhpTYAQ,False,,22954398,0030A000007AAPrQAO,0010A0000081AjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:31:26.000+0000,False,False,0055o000001t1uPAAQ,2025-10-09T15:31:26.000+0000,0055o000001t1uPAAQ,2025-10-09T15:31:27.000+0000,0055o000001t1uPAAQ,2025-10-09T15:31:27.000+0000,,(647) 879-2916,jocelyn.xie@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxjcjYAA,False,,22954035,0035o000004POpFAAW,0015o000004yXxzAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:25:20.000+0000,False,False,005OH000003ds0PYAQ,2025-10-09T15:25:20.000+0000,005OH000003ds0PYAQ,2025-10-09T15:25:21.000+0000,005OH000003ds0PYAQ,2025-10-09T15:25:21.000+0000,(519)878-5632,,eric@oninsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxlbKYAQ,False,,22954498,0030A0000029a4MQAQ,0010A000002vzI2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:33:13.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T15:33:13.000+0000,005OH000004oiYEYAY,2025-10-09T15:33:13.000+0000,005OH000004oiYEYAY,2025-10-09T15:33:13.000+0000,(519)426-6603,5198424246,scot.bolton@goodcas.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxmFeYAI,False,,22954296,0030A0000029mQFQAY,0010A000002w9Q3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:29:44.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T15:29:44.000+0000,005OH000004oiYEYAY,2025-10-09T15:29:45.000+0000,005OH000004oiYEYAY,2025-10-09T15:29:45.000+0000,(519)238-5659,,terryf@hay.net,(519)657-9126,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxnmoYAA,False,,22954455,0030A0000029a4MQAQ,0010A000002vzI2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:32:25.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T15:32:25.000+0000,005OH000004oiYEYAY,2025-10-09T15:32:25.000+0000,005OH000004oiYEYAY,2025-10-09T15:32:25.000+0000,(519)426-6603,5198424246,scot.bolton@goodcas.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxoJ3YAI,False,,22954516,003G0000018f7qbIAA,0010A000002wPx1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:33:28.000+0000,False,False,0050A000000WjqvQAC,2025-10-09T15:33:28.000+0000,0050A000000WjqvQAC,2025-10-09T15:33:29.000+0000,0050A000000WjqvQAC,2025-10-09T15:33:29.000+0000,(613) 384-9627 ext. 25,,ray@rdrfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxohFYAQ,False,,22954546,003G0000018f6ysIAA,0010A000002wP1WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:34:07.000+0000,False,False,0055o000002KxaMAAS,2025-10-09T15:34:07.000+0000,0055o000002KxaMAAS,2025-10-09T15:34:08.000+0000,0055o000002KxaMAAS,2025-10-09T15:34:08.000+0000,(780)409-8927,(587) 576-1177,jesse@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxpAHYAY,False,,22954588,0030A0000029d3oQAA,0010A000002w1dhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:34:55.000+0000,False,False,005OH000003ds0PYAQ,2025-10-09T15:34:55.000+0000,005OH000003ds0PYAQ,2025-10-09T15:34:55.000+0000,005OH000003ds0PYAQ,2025-10-09T15:34:55.000+0000,(705)942-1949,,ron.sonke@ipcc.ca,(705)942-0319,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxpQPYAY,False,,22954612,0030A0000029oAYQAY,0010A000002wAsFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:35:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T15:35:19.000+0000,005OH000004oiYEYAY,2025-10-09T15:35:20.000+0000,005OH000004oiYEYAY,2025-10-09T15:35:20.000+0000,(519)641-0778,,stasaw@rogers.com,(519)641-0778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxs1iYAA,False,,22954995,003OH00000Atq9wYAB,001OH00000DA0wxYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:42:25.000+0000,False,False,0055o000001t1uPAAQ,2025-10-09T15:42:25.000+0000,0055o000001t1uPAAQ,2025-10-09T15:42:25.000+0000,0055o000001t1uPAAQ,2025-10-09T15:42:25.000+0000,(416)878-8512,,lillian.q1@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxsswYAA,False,,22955359,0030A0000029n3uQAA,0010A000002w9yoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:49:32.000+0000,False,False,005OH000005URvxYAG,2025-10-09T15:49:32.000+0000,005OH000005URvxYAG,2025-10-09T15:49:32.000+0000,005OH000005URvxYAG,2025-10-09T15:49:32.000+0000,(780)814-1888,,hello@sherthelink.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxvAsYAI,False,,22955238,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:47:11.000+0000,False,False,005OH000005URvxYAG,2025-10-09T15:47:11.000+0000,005OH000005URvxYAG,2025-10-09T15:47:11.000+0000,005OH000005URvxYAG,2025-10-09T15:47:11.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxwwYYAQ,False,,22955690,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T15:55:18.000+0000,False,False,005OH000001cCPNYA2,2025-10-09T15:55:18.000+0000,005OH000001cCPNYA2,2025-10-09T15:55:18.000+0000,005OH000001cCPNYA2,2025-10-09T15:55:18.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cxyf3YAA,False,,22957040,0030A0000029hSnQAI,0010A000002w5MgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:19:09.000+0000,False,False,0055o000001t1uPAAQ,2025-10-09T16:19:09.000+0000,0055o000001t1uPAAQ,2025-10-09T16:19:10.000+0000,0055o000001t1uPAAQ,2025-10-09T16:19:10.000+0000,(416)803-6260,(416) 803-6260,jingrong.dai@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cy0ovYAA,False,,22958433,003G0000018f7BiIAI,0010A000002wPFgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:42:40.000+0000,False,False,0050A000001o2WeQAI,2025-10-09T16:42:40.000+0000,0050A000001o2WeQAI,2025-10-09T16:42:40.000+0000,0050A000001o2WeQAI,2025-10-09T16:42:40.000+0000,(506)857-8727,506-866-1749,wayne.mason@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cy1UrYAI,False,,22958623,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:46:18.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:46:18.000+0000,005OH000005URvxYAG,2025-10-09T16:46:18.000+0000,005OH000005URvxYAG,2025-10-09T16:46:18.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cy3N3YAI,False,,22958373,003G0000018f7BiIAI,0010A000002wPFgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:41:31.000+0000,False,False,0050A000001o2WeQAI,2025-10-09T16:41:31.000+0000,0050A000001o2WeQAI,2025-10-09T16:41:31.000+0000,0050A000001o2WeQAI,2025-10-09T16:41:31.000+0000,(506)857-8727,506-866-1749,wayne.mason@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cy3WbYAI,False,,22956043,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:01:08.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:01:08.000+0000,005OH000005URvxYAG,2025-10-09T16:01:08.000+0000,005OH000005URvxYAG,2025-10-09T16:01:08.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cy3y2YAA,False,,22957167,0030A0000029gxiQAA,0010A000002w4u6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:21:11.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:21:11.000+0000,005OH000005URvxYAG,2025-10-09T16:21:11.000+0000,005OH000005URvxYAG,2025-10-09T16:21:11.000+0000,(587)876-0274,,charissa.cummings@servus.ca,(403)340-1176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cy5dJYAQ,False,,22960612,0030A0000029V1bQAE,0010A000002vv46QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:23:45.000+0000,False,False,0050A000001o2WeQAI,2025-10-09T17:23:45.000+0000,0050A000001o2WeQAI,2025-10-09T17:23:45.000+0000,0050A000001o2WeQAI,2025-10-09T17:23:45.000+0000,(416)716-6124,,brett@iifc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cy7FFYAY,False,,22956438,0030A000007AAPrQAO,0010A0000081AjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:08:13.000+0000,False,False,0055o000001t1uPAAQ,2025-10-09T16:08:13.000+0000,0055o000001t1uPAAQ,2025-10-09T16:08:14.000+0000,0055o000001t1uPAAQ,2025-10-09T16:08:14.000+0000,,(647) 879-2916,jocelyn.xie@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cy8jFYAQ,False,,22957343,0030A0000029Y2cQAE,0010A000002vxYKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:24:07.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:24:07.000+0000,005OH000005URvxYAG,2025-10-09T16:24:07.000+0000,005OH000005URvxYAG,2025-10-09T16:24:07.000+0000,(780)702-0344X104,,tom@lifeguidefinancial.com,(780)702-0523,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyAbOYAU,False,,22958527,003OH000001BiRqYAK,001OH000001OXGrYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:44:27.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:44:27.000+0000,005OH000005URvxYAG,2025-10-09T16:44:27.000+0000,005OH000005URvxYAG,2025-10-09T16:44:27.000+0000,(780)700-4347,,jason@evergreenwealthadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyAjWYAU,False,,22959239,0030A0000029gkyQAA,0010A000002w4j8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:57:45.000+0000,False,False,005OH000002npWUYAY,2025-10-09T16:57:45.000+0000,005OH000002npWUYAY,2025-10-09T16:57:45.000+0000,005OH000002npWUYAY,2025-10-09T16:57:45.000+0000,(416)598-1442X4272,4165437414,,(416)340-1509,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyFpWYAU,False,,22957874,0030A0000080W1UQAU,0010A000008sz5MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:33:35.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:33:35.000+0000,005OH000005URvxYAG,2025-10-09T16:33:35.000+0000,005OH000005URvxYAG,2025-10-09T16:33:35.000+0000,(587)501-4862,,flora.tie7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyFskYAE,False,,22957427,0030A0000029ob9QAA,0010A000002wBDRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:25:42.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:25:42.000+0000,005OH000005URvxYAG,2025-10-09T16:25:42.000+0000,005OH000005URvxYAG,2025-10-09T16:25:42.000+0000,(780)963-8945,,dan@danhoucher.com,(780)963-8943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyGP0YAM,False,,22961114,0030A000006GFZjQAO,0010A0000071ImlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:32:40.000+0000,False,False,005OH000005URvxYAG,2025-10-09T17:32:40.000+0000,005OH000005URvxYAG,2025-10-09T17:32:40.000+0000,005OH000005URvxYAG,2025-10-09T17:32:40.000+0000,(780)370-0123,,skilton.alex@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyHUkYAM,False,,22957636,0030A000002V44bQAC,0010A000003HIPrQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:29:26.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:29:26.000+0000,005OH000005URvxYAG,2025-10-09T16:29:26.000+0000,005OH000005URvxYAG,2025-10-09T16:29:26.000+0000,(780)851-2379,(780) 851-2379,jkostiuk@capitalestateplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyHY3YAM,False,,22959581,0030A0000029c6bQAA,0010A000002w0v7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:04:23.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T17:04:23.000+0000,005OH000004Ir1xYAC,2025-10-09T17:04:23.000+0000,005OH000004Ir1xYAC,2025-10-09T17:04:23.000+0000,(403)282-6590,,allison@stoneandcompany.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyHjGYAU,False,,22957995,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:35:19.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:35:19.000+0000,005OH000005URvxYAG,2025-10-09T16:35:19.000+0000,005OH000005URvxYAG,2025-10-09T16:35:19.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyI2bYAE,False,,22957546,0030A00000BoJiSQAV,0010A00000COqjJQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:27:53.000+0000,False,False,0055o000001NWfMAAW,2025-10-09T16:27:53.000+0000,0055o000001NWfMAAW,2025-10-09T16:27:53.000+0000,0055o000001NWfMAAW,2025-10-09T16:27:53.000+0000,(647)618-0911,,jill.ting.li@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyI7TYAU,False,,22960240,0030A0000046gMkQAI,0010A000002vtp3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:16:34.000+0000,False,False,0050A000001o2WeQAI,2025-10-09T17:16:34.000+0000,0050A000001o2WeQAI,2025-10-09T17:16:34.000+0000,0050A000001o2WeQAI,2025-10-09T17:16:34.000+0000,(506) 472-4568,(506) 260-4420,diane.vandenborre@financialhorizons.com,(506) 453-0675,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyJWXYA2,False,,22957740,0035o000007ah1AAAQ,0015o000008HBQEAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:31:06.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:31:06.000+0000,005OH000005URvxYAG,2025-10-09T16:31:06.000+0000,005OH000005URvxYAG,2025-10-09T16:31:06.000+0000,(780)362-1741,,amanda@titanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyPddYAE,False,,22959828,0030A0000029cOuQAI,0010A000002w19QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:09:08.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T17:09:08.000+0000,005OH000004Ir1xYAC,2025-10-09T17:09:08.000+0000,005OH000004Ir1xYAC,2025-10-09T17:09:08.000+0000,(403)808-0931,,julia.best@richardsonwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyQD5YAM,False,,22959027,003OH00000J92KbYAJ,0010A000002vuOfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:53:42.000+0000,False,False,0050A000001o2WeQAI,2025-10-09T16:53:42.000+0000,0050A000001o2WeQAI,2025-10-09T16:53:42.000+0000,0050A000001o2WeQAI,2025-10-09T16:53:42.000+0000,,902-789-8903,andrew1.stewart@bmo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyQxuYAE,False,,22961575,003G0000018f7PEIAY,0010A000002wPVeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:40:55.000+0000,False,False,005OH000002N6huYAC,2025-10-09T17:40:55.000+0000,005OH000002N6huYAC,2025-10-09T17:40:55.000+0000,005OH000002N6huYAC,2025-10-09T17:40:55.000+0000,(450) 640-1515,(450) 357-0621,luc.gaudreault@ethicor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cySGUYA2,False,,22958701,0030A0000029Wi3QAE,0010A000002vwOSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:47:45.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:47:45.000+0000,005OH000005URvxYAG,2025-10-09T16:47:45.000+0000,005OH000005URvxYAG,2025-10-09T16:47:45.000+0000,(780)669-7711,,terry@palmerstonwealth.com,(866)280-1442,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyT9LYAU,False,,22959274,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:58:27.000+0000,False,False,005OH000005URvxYAG,2025-10-09T16:58:27.000+0000,005OH000005URvxYAG,2025-10-09T16:58:28.000+0000,005OH000005URvxYAG,2025-10-09T16:58:28.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyTVvYAM,False,,22961832,003OH000005m2slYAA,001OH000007E262YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:45:12.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T17:45:12.000+0000,005OH000004oiYEYAY,2025-10-09T17:45:12.000+0000,005OH000004oiYEYAY,2025-10-09T17:45:12.000+0000,(519)639-0057,,erica.mcalister@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyUWnYAM,False,,22958878,0030A0000029lPrQAI,0010A000002w8aWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T16:50:58.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T16:50:58.000+0000,005OH000007fgYjYAI,2025-10-09T16:50:58.000+0000,005OH000007fgYjYAI,2025-10-09T16:50:58.000+0000,(418)883-3089,,odetteallaire@hotmail.fr,(418)883-2524,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyVBAYA2,False,,22959891,003OH000006Ze5bYAC,001OH000008AkJgYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:10:18.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T17:10:18.000+0000,005OH000007fgYjYAI,2025-10-09T17:10:19.000+0000,005OH000007fgYjYAI,2025-10-09T17:10:19.000+0000,(514)815-9967,,abay431@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyWwqYAE,False,,22961439,0030A0000041cjhQAA,0010A000004nFdKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:38:24.000+0000,False,False,005OH000002N6huYAC,2025-10-09T17:38:24.000+0000,005OH000002N6huYAC,2025-10-09T17:38:24.000+0000,005OH000002N6huYAC,2025-10-09T17:38:24.000+0000,(581)995-4442,,melissa.smithvachon@sommetgf.ca,(418)380-5326,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyXuYYAU,False,,22960861,0035o0000078qAnAAI,0015o000007nNDHAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:28:05.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T17:28:05.000+0000,005OH000007fgYjYAI,2025-10-09T17:28:05.000+0000,005OH000007fgYjYAI,2025-10-09T17:28:05.000+0000,(514)556-9090,,eabbas@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyY5mYAE,False,,22959446,0035o000005z7wjAAA,0015o000006WwkgAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:01:59.000+0000,False,False,005OH000005URvxYAG,2025-10-09T17:01:59.000+0000,005OH000005URvxYAG,2025-10-09T17:01:59.000+0000,005OH000005URvxYAG,2025-10-09T17:01:59.000+0000,(780)729-9862,,dericlau@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyYFSYA2,False,,22959454,003G0000018f7BiIAI,0010A000002wPFgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:02:03.000+0000,False,False,0050A000001o2WeQAI,2025-10-09T17:02:03.000+0000,0050A000001o2WeQAI,2025-10-09T17:02:03.000+0000,0050A000001o2WeQAI,2025-10-09T17:02:03.000+0000,(506)857-8727,506-866-1749,wayne.mason@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyZJaYAM,False,,22960212,003G0000018f7EJIAY,0010A000002wPJ6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:16:12.000+0000,False,False,005OH000002iJPDYA2,2025-10-09T17:16:12.000+0000,005OH000002iJPDYA2,2025-10-09T17:16:12.000+0000,005OH000002iJPDYA2,2025-10-09T17:16:12.000+0000,(604)438-1232,(778) 883-4306,daniel.hu@hudong.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyZUwYAM,False,,22962436,0030A0000029q6GQAQ,0010A000002wCQFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:56:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T17:56:19.000+0000,005OH000004oiYEYAY,2025-10-09T17:56:19.000+0000,005OH000004oiYEYAY,2025-10-09T17:56:19.000+0000,(416)369-3013,,holly@wwfgroup.ca,(519)804-2510,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyayqYAA,False,,22963077,003G0000018f7oKIAQ,0010A000002wPumQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:06:56.000+0000,False,False,005OH000002N6huYAC,2025-10-09T18:06:56.000+0000,005OH000002N6huYAC,2025-10-09T18:06:57.000+0000,005OH000002N6huYAC,2025-10-09T18:06:57.000+0000,(418)781-0320,(418) 571-9227,jeromegagnon@conceptagf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cybA8YAI,False,,22960024,003G0000019nCBpIAM,0010A000002wQ8lQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:12:43.000+0000,False,False,0055o000002KxaMAAS,2025-10-09T17:12:43.000+0000,0055o000002KxaMAAS,2025-10-09T17:12:44.000+0000,0055o000002KxaMAAS,2025-10-09T17:12:44.000+0000,(780)539-5943,(780) 933-2460,carrie@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cydiBYAQ,False,,22960961,0035o000006JbDfAAK,0015o000006ogwhAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:29:52.000+0000,False,False,005OH000006owoYYAQ,2025-10-09T17:29:52.000+0000,005OH000006owoYYAQ,2025-10-09T17:29:52.000+0000,005OH000006owoYYAQ,2025-10-09T17:29:52.000+0000,(306)881-8800,,mayhu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyfaIYAQ,False,,22960509,003OH00000VeETtYAN,001OH00000cbImkYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:21:56.000+0000,False,False,005OH000005URvxYAG,2025-10-09T17:21:56.000+0000,005OH000005URvxYAG,2025-10-09T17:21:56.000+0000,005OH000005URvxYAG,2025-10-09T17:21:56.000+0000,(780)448-1988,,elton.davidge@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyfs1YAA,False,,22959936,0030A0000029cg8QAA,0010A000002w1KIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:11:09.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T17:11:09.000+0000,005OH000004Ir1xYAC,2025-10-09T17:11:09.000+0000,005OH000004Ir1xYAC,2025-10-09T17:11:09.000+0000,(403)287-0190,,malla@birnco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cygw9YAA,False,,22960085,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:13:51.000+0000,False,False,005OH000005URvxYAG,2025-10-09T17:13:51.000+0000,005OH000005URvxYAG,2025-10-09T17:13:52.000+0000,005OH000005URvxYAG,2025-10-09T17:13:52.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyjfYYAQ,False,,22962757,0030A0000029gIJQAY,0010A000002w4M6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:01:49.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T18:01:49.000+0000,005OH000004oiYEYAY,2025-10-09T18:01:50.000+0000,005OH000004oiYEYAY,2025-10-09T18:01:50.000+0000,(519)632-9450X0305,x0305,jcharrette@ayrfinancial.ca,(519)632-9322,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cykYPYAY,False,,22964287,0035o000004QLsSAAW,0015o000004zTVeAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:27:38.000+0000,False,False,0055o000001NWfMAAW,2025-10-09T18:27:38.000+0000,0055o000001NWfMAAW,2025-10-09T18:27:38.000+0000,0055o000001NWfMAAW,2025-10-09T18:27:38.000+0000,(647)889-5540,,wendyli55402@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cykmtYAA,False,,22960847,0030A00000C3YwcQAF,0010A00000Cdgt8QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:27:50.000+0000,False,False,005OH000006owoYYAQ,2025-10-09T17:27:50.000+0000,005OH000006owoYYAQ,2025-10-09T17:27:50.000+0000,005OH000006owoYYAQ,2025-10-09T17:27:50.000+0000,(306)450-3491,,melissa.warner@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cymv9YAA,False,,22961402,0030A0000029dPuQAI,0010A000002w1xcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:37:51.000+0000,False,False,0050A000001o2WeQAI,2025-10-09T17:37:51.000+0000,0050A000001o2WeQAI,2025-10-09T17:37:51.000+0000,0050A000001o2WeQAI,2025-10-09T17:37:51.000+0000,(905)764-0082,(416) 990-8668,bronna@iifc.ca,(416)486-4061,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cymwlYAA,False,,22962023,003OH00000ViHkyYAF,001OH00000cgTSqYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:48:36.000+0000,False,False,005OH000006owoYYAQ,2025-10-09T17:48:36.000+0000,005OH000006owoYYAQ,2025-10-09T17:48:37.000+0000,005OH000006owoYYAQ,2025-10-09T17:48:37.000+0000,(306)501-5658,,yingcui@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyn81YAA,False,,22960701,003OH000001ibplYAA,0015o000008CygnAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:25:12.000+0000,False,False,0055o000001fOwHAAU,2025-10-09T17:25:12.000+0000,0055o000001fOwHAAU,2025-10-09T17:25:12.000+0000,0055o000001fOwHAAU,2025-10-09T17:25:12.000+0000,(289) 932-5367,,samantha.spencer@kfginc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyo8xYAA,False,,22961786,0030A000005iYdsQAE,0010A000006SlxvQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:44:22.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T17:44:22.000+0000,005OH000007fgYjYAI,2025-10-09T17:44:22.000+0000,005OH000007fgYjYAI,2025-10-09T17:44:22.000+0000,(819)847-0494X254,,jose.allaire@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyoP4YAI,False,,22961525,003G0000018f7rIIAQ,0010A000002wPxiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:39:50.000+0000,False,False,005OH000006owoYYAQ,2025-10-09T17:39:50.000+0000,005OH000006owoYYAQ,2025-10-09T17:39:50.000+0000,005OH000006owoYYAQ,2025-10-09T17:39:50.000+0000,(306) 974-2626,,rod@ennsbaxter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyqlpYAA,False,,22961064,0035o000004zjHRAAY,0015o000005YQxwAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:31:42.000+0000,False,False,005OH000006owoYYAQ,2025-10-09T17:31:42.000+0000,005OH000006owoYYAQ,2025-10-09T17:31:43.000+0000,005OH000006owoYYAQ,2025-10-09T17:31:43.000+0000,(306)979-5000X4,,insurance@brightrock.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyrbWYAQ,False,,22962241,0035o000006wJxeAAE,0015o000007Yc3XAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:52:24.000+0000,False,False,005OH000002N6huYAC,2025-10-09T17:52:24.000+0000,005OH000002N6huYAC,2025-10-09T17:52:25.000+0000,005OH000002N6huYAC,2025-10-09T17:52:25.000+0000,(450)672-0245X104,5142486031,annie.champagne@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyrbZYAQ,False,,22962694,003G000001Ns298IAB,0010A000002wSalQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:00:44.000+0000,False,False,005OH000002N6huYAC,2025-10-09T18:00:44.000+0000,005OH000002N6huYAC,2025-10-09T18:00:45.000+0000,005OH000002N6huYAC,2025-10-09T18:00:45.000+0000,(450)970-3026X5,(514) 963-1426,audrey.thorn-gregoire@finanthropie.ca,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cysCXYAY,False,,22961229,003OH00000P7hD9YAJ,001OH00000UYYfjYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:34:38.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T17:34:38.000+0000,005OH000007fgYjYAI,2025-10-09T17:34:38.000+0000,005OH000007fgYjYAI,2025-10-09T17:34:38.000+0000,(438)722-8543,,tarekaddas31@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cysXVYAY,False,,22961273,0030A0000029i6kQAA,0010A000002w5sLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:35:37.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T17:35:37.000+0000,005OH000007fgYjYAI,2025-10-09T17:35:37.000+0000,005OH000007fgYjYAI,2025-10-09T17:35:37.000+0000,(418)658-9087,,salain@therrienalain.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyssYYAQ,False,,22962995,003G0000018f7g4IAA,0010A000002wPmdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:05:22.000+0000,False,False,005OH000002N6huYAC,2025-10-09T18:05:22.000+0000,005OH000002N6huYAC,2025-10-09T18:05:23.000+0000,005OH000002N6huYAC,2025-10-09T18:05:23.000+0000,,(514) 814-7630,louis@lasuitelogique.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyuO3YAI,False,,22962039,0030A0000029kn6QAA,0010A000002w83JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:48:57.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T17:48:57.000+0000,005OH000004oiYEYAY,2025-10-09T17:48:57.000+0000,005OH000004oiYEYAY,2025-10-09T17:48:57.000+0000,(519)439-5341,,paul.manders@nbf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyuavYAA,False,,22961453,003G0000018f6SOIAY,0010A000002wOOjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:38:43.000+0000,False,False,0055o000002KxaMAAS,2025-10-09T17:38:43.000+0000,0055o000002KxaMAAS,2025-10-09T17:38:43.000+0000,0055o000002KxaMAAS,2025-10-09T17:38:43.000+0000,(403)380-5085,,joe@talericofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyuvtYAA,False,,22961482,003G0000018f7nyIAA,0010A000002wPuQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:39:16.000+0000,False,False,005OH000002N6huYAC,2025-10-09T17:39:16.000+0000,005OH000002N6huYAC,2025-10-09T17:39:17.000+0000,005OH000002N6huYAC,2025-10-09T17:39:17.000+0000,(418)563-3777,(418) 569-5026,michelturcotte@turcottetrustco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cywrFYAQ,False,,22961716,003G0000018f7g5IAA,0010A000002wPmeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:43:10.000+0000,False,False,005OH000002N6huYAC,2025-10-09T17:43:10.000+0000,005OH000002N6huYAC,2025-10-09T17:43:11.000+0000,005OH000002N6huYAC,2025-10-09T17:43:11.000+0000,(514)954-1010,(514) 971-1238,natalie@anbertrandinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyx2XYAQ,False,,22961745,0030A000006neoXQAQ,0010A000007cqdXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:43:36.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T17:43:36.000+0000,005OH000007fgYjYAI,2025-10-09T17:43:36.000+0000,005OH000007fgYjYAI,2025-10-09T17:43:36.000+0000,(514)231-9039,,mariaalescio@hotmail.com,(514)448-9066,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyxLvYAI,False,,22962145,0030A00000BD1gAQAT,0010A00000BnARfQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:50:53.000+0000,False,False,005OH000002N6huYAC,2025-10-09T17:50:53.000+0000,005OH000002N6huYAC,2025-10-09T17:50:53.000+0000,005OH000002N6huYAC,2025-10-09T17:50:53.000+0000,(514)612-8861,(438) 525-0193,maxime@holistik.ca,(514)600-3797,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyxnNYAQ,False,,22962960,003OH00000FPk5SYAT,001OH00000JEciTYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:04:48.000+0000,False,False,005OH000004pk06YAA,2025-10-09T18:04:48.000+0000,005OH000004pk06YAA,2025-10-09T18:04:48.000+0000,005OH000004pk06YAA,2025-10-09T18:04:48.000+0000,(647)686-3258,,ritu@flexwealthpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cyxx1YAA,False,,22962162,0035o000006LjQrAAK,0015o000006qrdZAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:51:08.000+0000,False,False,005G0000002gyDJIAY,2025-10-09T17:51:08.000+0000,005G0000002gyDJIAY,2025-10-09T17:51:09.000+0000,005G0000002gyDJIAY,2025-10-09T17:51:09.000+0000,(403)253-4840,,rehana.begum@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz071YAA,False,,22965891,0035o000004R481AAC,0015o0000050AnMAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:55:48.000+0000,False,False,0055o000001fOwHAAU,2025-10-09T18:55:48.000+0000,0055o000001fOwHAAU,2025-10-09T18:55:48.000+0000,0055o000001fOwHAAU,2025-10-09T18:55:48.000+0000,(905)933-0792,(905) 933-0792,mnolan@prosimfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz0GcYAI,False,,22964206,0030A0000029a0KQAQ,0010A000002vzEUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:26:11.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T18:26:11.000+0000,0050A000000XQhmQAG,2025-10-09T18:26:11.000+0000,0050A000000XQhmQAG,2025-10-09T18:26:11.000+0000,(709)635-4090,,djyf1.jean@bellaliant.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz0a4YAA,False,,22965058,0030A0000029cyeQAA,0010A000002w1ZQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:40:58.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T18:40:58.000+0000,005OH000004Ir1xYAC,2025-10-09T18:40:58.000+0000,005OH000004Ir1xYAC,2025-10-09T18:40:58.000+0000,(403)328-2700X223,,btkesler@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz20cYAA,False,,22962259,0030A0000029j6EQAQ,0010A000002w6fBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:52:35.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T17:52:35.000+0000,005OH000004oiYEYAY,2025-10-09T17:52:36.000+0000,005OH000004oiYEYAY,2025-10-09T17:52:36.000+0000,(519)946-9977,,debbie@financialhealthworks.com,(519)946-9978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz34jYAA,False,,22962339,0030A000005MYwhQAG,0010A0000066KYXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:54:10.000+0000,False,False,005OH000004oiYEYAY,2025-10-09T17:54:10.000+0000,005OH000004oiYEYAY,2025-10-09T17:54:10.000+0000,005OH000004oiYEYAY,2025-10-09T17:54:10.000+0000,(905)765-7132,,catherine@rbcraig.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz37yYAA,False,,22962887,0030A0000029jarQAA,0010A000002w75jQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:03:49.000+0000,False,False,005G0000002gxxjIAA,2025-10-09T18:03:49.000+0000,005G0000002gxxjIAA,2025-10-09T18:03:50.000+0000,005G0000002gxxjIAA,2025-10-09T18:03:50.000+0000,(514)282-1112,(514) 668-5537,dmeury@lussier.co,(877)807-8887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz3HdYAI,False,,22962365,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:54:45.000+0000,False,False,005OH000002N6huYAC,2025-10-09T17:54:45.000+0000,005OH000002N6huYAC,2025-10-09T17:54:45.000+0000,005OH000002N6huYAC,2025-10-09T17:54:45.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz3KrYAI,False,,22962371,0030A0000029a0KQAQ,0010A000002vzEUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T17:54:59.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T17:54:59.000+0000,0050A000000XQhmQAG,2025-10-09T17:55:00.000+0000,0050A000000XQhmQAG,2025-10-09T17:55:00.000+0000,(709)635-4090,,djyf1.jean@bellaliant.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz65tYAA,False,,22965119,003G0000018f7obIAA,0010A000002wPv3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:41:58.000+0000,False,False,005OH000002N6huYAC,2025-10-09T18:41:58.000+0000,005OH000002N6huYAC,2025-10-09T18:41:59.000+0000,005OH000002N6huYAC,2025-10-09T18:41:59.000+0000,(418)623-9393,(418) 264-4416,cfortier@planica.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz7GQYAY,False,,22963069,003OH00000P7cf0YAB,001OH00000UYYffYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:06:51.000+0000,False,False,005OH000004pk06YAA,2025-10-09T18:06:51.000+0000,005OH000004pk06YAA,2025-10-09T18:06:52.000+0000,005OH000004pk06YAA,2025-10-09T18:06:52.000+0000,(416)830-1233,,mjmz1@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz8M9YAI,False,,22962811,0031600002MAgDzAAL,0010A000002wNYyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:02:41.000+0000,False,False,005OH000002N6huYAC,2025-10-09T18:02:41.000+0000,005OH000002N6huYAC,2025-10-09T18:02:41.000+0000,005OH000002N6huYAC,2025-10-09T18:02:41.000+0000,(418)628-4500,(418) 998-7600,gcouture@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cz8XUYAY,False,,22963284,003G000001UQSLuIAP,0010A000002wSh2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:10:34.000+0000,False,False,0055o000001fOwHAAU,2025-10-09T18:10:34.000+0000,0055o000001fOwHAAU,2025-10-09T18:10:34.000+0000,0055o000001fOwHAAU,2025-10-09T18:10:34.000+0000,(416)797-9316,(416) 797-9316,frank@bluespringfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czAuDYAU,False,,22963114,003G0000018f6vwIAA,0010A000002wOxoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:07:29.000+0000,False,False,0055o000001fOwHAAU,2025-10-09T18:07:29.000+0000,0055o000001fOwHAAU,2025-10-09T18:07:29.000+0000,0055o000001fOwHAAU,2025-10-09T18:07:29.000+0000,(905)682-7722,(905) 736-1353,richard@rklifestrategies.ca,(905)682-7722,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czB0lYAE,False,,22966781,0030A00000C3MFJQA3,0010A00000CdTxZQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:11:31.000+0000,False,False,0055o000001h4cFAAQ,2025-10-09T19:11:31.000+0000,0055o000001h4cFAAQ,2025-10-09T19:11:32.000+0000,0055o000001h4cFAAQ,2025-10-09T19:11:32.000+0000,(204)880-2067,(204) 880-2067,stan@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czCjBYAU,False,,22966041,003G0000018f6qKIAQ,0010A000002wOs3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:58:17.000+0000,False,False,0055o000001fOwHAAU,2025-10-09T18:58:17.000+0000,0055o000001fOwHAAU,2025-10-09T18:58:17.000+0000,0055o000001fOwHAAU,2025-10-09T18:58:17.000+0000,(416)300-5433,(416) 300-5433,arvind@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czE09YAE,False,,22963460,0035o000005HvTHAA0,0015o000005qqQ9AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:13:26.000+0000,False,False,0050A000000Hq5PQAS,2025-10-09T18:13:26.000+0000,0050A000000Hq5PQAS,2025-10-09T18:13:26.000+0000,0050A000000Hq5PQAS,2025-10-09T18:13:26.000+0000,(905)419-5372,(905) 914-2161,amanda.basque@qandlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czFNdYAM,False,,22963603,0030A0000029cyKQAQ,0010A000002w1Z6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:15:59.000+0000,False,False,0055o000001NWfMAAW,2025-10-09T18:15:59.000+0000,0055o000001NWfMAAW,2025-10-09T18:15:59.000+0000,0055o000001NWfMAAW,2025-10-09T18:15:59.000+0000,(647)477-7486X113,(647) 838-7479,vito@corporatebenefitsdivision.com,(416)749-4567,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czFp4YAE,False,,22963809,003G000001fGcYvIAK,0010A000002wSugQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:19:40.000+0000,False,False,005OH000002N6huYAC,2025-10-09T18:19:40.000+0000,005OH000002N6huYAC,2025-10-09T18:19:41.000+0000,005OH000002N6huYAC,2025-10-09T18:19:41.000+0000,(819) 840-2795 x2,,lysanne.ricard@sfargus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czGtCYAU,False,,22964581,0030A0000029j42QAA,0010A000002w6dJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:32:50.000+0000,False,False,0055o000001NWfMAAW,2025-10-09T18:32:50.000+0000,0055o000001NWfMAAW,2025-10-09T18:32:50.000+0000,0055o000001NWfMAAW,2025-10-09T18:32:50.000+0000,(416)823-4388,(416) 823-4388,yantingyan@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czK7DYAU,False,,22964390,003G0000018f6hNIAQ,0010A000002wOhdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:29:25.000+0000,False,False,005G0000002gxxjIAA,2025-10-09T18:29:25.000+0000,005G0000002gxxjIAA,2025-10-09T18:29:26.000+0000,005G0000002gxxjIAA,2025-10-09T18:29:26.000+0000,(514)995-9742,(514) 995-9742,denyse@beaumontservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czLUiYAM,False,,22966160,0030A0000029b6HQAQ,0010A000002w08LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:00:20.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T19:00:20.000+0000,0050A000000XQhmQAG,2025-10-09T19:00:20.000+0000,0050A000000XQhmQAG,2025-10-09T19:00:20.000+0000,(709)489-8406,,freeman_hannam@hotmail.com,(709)489-8887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czMgrYAE,False,,22964410,0030A000002PSfpQAG,0010A000003BzKaQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:29:52.000+0000,False,False,005OH000002N6huYAC,2025-10-09T18:29:52.000+0000,005OH000002N6huYAC,2025-10-09T18:29:52.000+0000,005OH000002N6huYAC,2025-10-09T18:29:52.000+0000,(581)991-1717,(418) 576-5060,manadeau@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czOXTYA2,False,,22965491,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,can a TARI be altered after signing via docusign?,True,2025-10-09T18:56:03.000+0000,False,False,005OH000006uYrkYAE,2025-10-09T18:48:44.000+0000,005OH000006uYrkYAE,2025-10-09T18:56:03.000+0000,005OH000006uYrkYAE,2025-10-09T18:56:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czOadYAE,False,,22965268,0030A0000029d9RQAQ,0010A000002w1j0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:44:22.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T18:44:22.000+0000,005OH000004Ir1xYAC,2025-10-09T18:44:23.000+0000,005OH000004Ir1xYAC,2025-10-09T18:44:23.000+0000,(403)813-6772,,rod.zawalykut@enhanceem.com,(403)520-0099,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czPLXYA2,False,,22967194,0030A0000029a7sQAA,0010A000002vzL9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:19:40.000+0000,False,False,005OH000005URvxYAG,2025-10-09T19:19:40.000+0000,005OH000005URvxYAG,2025-10-09T19:19:41.000+0000,005OH000005URvxYAG,2025-10-09T19:19:41.000+0000,(780)709-5319,,jothiamoo@gmail.com,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czRrqYAE,False,,22965286,0030A000004wv4sQAA,0010A000005iRBYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:44:45.000+0000,False,False,005OH000002N6huYAC,2025-10-09T18:44:45.000+0000,005OH000002N6huYAC,2025-10-09T18:44:46.000+0000,005OH000002N6huYAC,2025-10-09T18:44:46.000+0000,(418)548-0152,(581) 234-2116,jtchernoff@gestionfinanceconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czU8IYAU,False,,22967234,0031600002cHPMZAA4,0010A000002wOJzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:20:36.000+0000,False,False,0055o000002KxaMAAS,2025-10-09T19:20:36.000+0000,0055o000002KxaMAAS,2025-10-09T19:20:36.000+0000,0055o000002KxaMAAS,2025-10-09T19:20:36.000+0000,(825)963-2186,(250) 470-2186,isa@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czUEfYAM,False,,22967430,0030A0000029o2uQAA,0010A000002wAmcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:24:32.000+0000,False,False,005OH000004pk06YAA,2025-10-09T19:24:32.000+0000,005OH000004pk06YAA,2025-10-09T19:24:32.000+0000,005OH000004pk06YAA,2025-10-09T19:24:32.000+0000,(905)760-8508,(416) 809-5708,kris.svirkov@totalinsurancesolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czUkrYAE,False,,22965291,0030A0000029Xt0QAE,0010A000002vxOxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:44:48.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T18:44:48.000+0000,0050A000000XQhmQAG,2025-10-09T18:44:48.000+0000,0050A000000XQhmQAG,2025-10-09T18:44:48.000+0000,(902)439-2534,(902) 439-2534,debrawebstertn@gmail.com,(902)367-1025,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czWOWYA2,False,,22966698,003G0000018f7xYIAQ,0010A000002wQ3jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:09:52.000+0000,False,False,0055o000001h4cFAAQ,2025-10-09T19:09:52.000+0000,0055o000001h4cFAAQ,2025-10-09T19:09:52.000+0000,0055o000001h4cFAAQ,2025-10-09T19:09:52.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czXlxYAE,False,,22965587,0030A0000029ZVDQA2,0010A000002vylSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:50:23.000+0000,False,False,005OH000003ds0PYAQ,2025-10-09T18:50:23.000+0000,005OH000003ds0PYAQ,2025-10-09T18:50:24.000+0000,005OH000003ds0PYAQ,2025-10-09T18:50:24.000+0000,(613)766-8600,,thomasj@assante.com,(613)766-8606,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czXpCYAU,False,,22965678,0030A00000Bu4V0QAJ,0010A00000CUgxuQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:52:01.000+0000,False,False,005OH000003ds0PYAQ,2025-10-09T18:52:01.000+0000,005OH000003ds0PYAQ,2025-10-09T18:52:01.000+0000,005OH000003ds0PYAQ,2025-10-09T18:52:01.000+0000,(613)888-7104,,jammur66@gmail.com,(613)530-3847,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czXsQYAU,False,,22966955,0030A0000029YAnQAM,0010A000002vxgpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:14:22.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T19:14:22.000+0000,0050A000000XQhmQAG,2025-10-09T19:14:23.000+0000,0050A000000XQhmQAG,2025-10-09T19:14:23.000+0000,(709)634-4816,,geoff@harbourfinancialgroup.ca,(709)634-4474,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czY28YAE,False,,22966754,0030A0000029dAvQAI,0010A000002w1kPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:10:51.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T19:10:51.000+0000,005OH000004Ir1xYAC,2025-10-09T19:10:51.000+0000,005OH000004Ir1xYAC,2025-10-09T19:10:51.000+0000,(403)214-3200,,tony@aussiefinancial.net,(403)287-7076,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czYRvYAM,False,,22966324,0035o0000037ZHXAA2,0015o000003mERYAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:03:13.000+0000,False,False,005G0000002gxxjIAA,2025-10-09T19:03:13.000+0000,005G0000002gxxjIAA,2025-10-09T19:03:14.000+0000,005G0000002gxxjIAA,2025-10-09T19:03:14.000+0000,(514)321-8066,8199956786,guillaume@frenza.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czZcYYAU,False,,22967220,003G0000018f7XNIAY,0010A000002wPeGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:20:17.000+0000,False,False,005OH00000AdAzSYAV,2025-10-09T19:20:17.000+0000,005OH00000AdAzSYAV,2025-10-09T19:20:17.000+0000,005OH00000AdAzSYAV,2025-10-09T19:20:17.000+0000,(905)336-3939,(905) 320-7765,rick@rwbfinancial.ca,(905)336-9009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czZiwYAE,False,,22965969,003G0000018f7D3IAI,0010A000002wPH0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:57:04.000+0000,False,False,0055o000001fOwHAAU,2025-10-09T18:57:04.000+0000,0055o000001fOwHAAU,2025-10-09T18:57:04.000+0000,0055o000001fOwHAAU,2025-10-09T18:57:04.000+0000,(905)890-8888,(416) 605-3650,dinesh@divinefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czb3BYAQ,False,,22965938,0030A0000029ljGQAQ,0010A000002w8pVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T18:56:33.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T18:56:33.000+0000,0050A000000XQhmQAG,2025-10-09T18:56:33.000+0000,0050A000000XQhmQAG,2025-10-09T18:56:33.000+0000,(709)576-1785,,ejohnson@assante.com,(709)576-1815,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czbGAYAY,False,,22967382,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:23:41.000+0000,False,False,005OH000005URvxYAG,2025-10-09T19:23:41.000+0000,005OH000005URvxYAG,2025-10-09T19:23:42.000+0000,005OH000005URvxYAG,2025-10-09T19:23:42.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czd8GYAQ,False,,22969843,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:12:38.000+0000,False,False,0050A000000Hq5PQAS,2025-10-09T20:12:38.000+0000,0050A000000Hq5PQAS,2025-10-09T20:12:38.000+0000,0050A000000Hq5PQAS,2025-10-09T20:12:38.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czdMpYAI,False,,22968049,0030A0000029UqcQAE,0010A000002vutvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:36:47.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T19:36:47.000+0000,005OH000004Ir1xYAC,2025-10-09T19:36:47.000+0000,005OH000004Ir1xYAC,2025-10-09T19:36:47.000+0000,(403)289-6622,,mcorreia@mmacwealth.ca,(403)532-0869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czfQGYAY,False,,22968994,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-10-09T19:54:06.000+0000,0050A000000Hq5PQAS,2025-10-09T19:58:20.000+0000,0050A000000Hq5PQAS,2025-10-09T19:58:20.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czfefYAA,False,,22966407,0035o0000037ZHXAA2,0015o000003mERYAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:04:42.000+0000,False,False,005G0000002gxxjIAA,2025-10-09T19:04:42.000+0000,005G0000002gxxjIAA,2025-10-09T19:04:43.000+0000,005G0000002gxxjIAA,2025-10-09T19:04:43.000+0000,(514)321-8066,8199956786,guillaume@frenza.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czkL2YAI,False,,22968115,0030A0000029iTLQAY,0010A000002w6C8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:37:59.000+0000,False,False,005OH000004pk06YAA,2025-10-09T19:37:59.000+0000,005OH000004pk06YAA,2025-10-09T19:38:00.000+0000,005OH000004pk06YAA,2025-10-09T19:38:00.000+0000,(905)760-0093,,tullio@andreisfinancial.com,(905)760-0103,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czkb7YAA,False,,22966926,003OH00000QjYMtYAN,001OH00000WWlnuYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:13:57.000+0000,False,False,005OH000005URvxYAG,2025-10-09T19:13:57.000+0000,005OH000005URvxYAG,2025-10-09T19:13:58.000+0000,005OH000005URvxYAG,2025-10-09T19:13:58.000+0000,(403)346-0095,(403) 396-2094,shirleychahley@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czkstYAA,False,,22967471,0035o000006DreKAAS,0015o000006j5EfAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:25:11.000+0000,False,False,0055o000001NWfMAAW,2025-10-09T19:25:11.000+0000,0055o000001NWfMAAW,2025-10-09T19:25:11.000+0000,0055o000001NWfMAAW,2025-10-09T19:25:11.000+0000,(647)482-7499,(647) 482-7499,tianafan1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czl2XYAQ,False,,22966987,0030A000005x8xRQAQ,0010A000006hfL3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:15:14.000+0000,False,False,005OH000005URvxYAG,2025-10-09T19:15:14.000+0000,005OH000005URvxYAG,2025-10-09T19:15:15.000+0000,005OH000005URvxYAG,2025-10-09T19:15:15.000+0000,(780)980-5492,(780) 679-2220,garet.wood@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czm3TYAQ,False,,22967509,0030A0000029oDhQAI,0010A000002wAuaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:25:58.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T19:25:58.000+0000,0050A000000XQhmQAG,2025-10-09T19:25:58.000+0000,0050A000000XQhmQAG,2025-10-09T19:25:58.000+0000,(709)693-0593,(709) 693-0593,gregobrien22@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cznM5YAI,False,,22967259,0030A0000029XTMQA2,0010A000002vx2SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:21:07.000+0000,False,False,0050A000000XQhmQAG,2025-10-09T19:21:07.000+0000,0050A000000XQhmQAG,2025-10-09T19:21:07.000+0000,0050A000000XQhmQAG,2025-10-09T19:21:07.000+0000,(709)747-9415,,gmurray@nlcu.com,(709)747-9811,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cznh6YAA,False,,22967971,0030A00000BKo10QAD,0010A00000BvDWBQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:35:28.000+0000,False,False,005OH000004pk06YAA,2025-10-09T19:35:28.000+0000,005OH000004pk06YAA,2025-10-09T19:35:29.000+0000,005OH000004pk06YAA,2025-10-09T19:35:29.000+0000,(416)723-4571,,lucilaking@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000cznxDYAQ,False,,22968708,0030A0000029VH9QAM,0010A000002vvECQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:48:53.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T19:48:53.000+0000,005OH000004Ir1xYAC,2025-10-09T19:48:54.000+0000,005OH000004Ir1xYAC,2025-10-09T19:48:54.000+0000,(403)614-3883,,vince@liabs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czo5FYAQ,False,,22967316,0030A0000029dagQAA,0010A000002w25KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:22:21.000+0000,False,False,0050A000000WjqvQAC,2025-10-09T19:22:21.000+0000,0050A000000WjqvQAC,2025-10-09T19:22:21.000+0000,0050A000000WjqvQAC,2025-10-09T19:22:21.000+0000,(613)755-4042,,csparling@eaglewealthcounsel.com,(613)248-4775,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czp1MYAQ,False,,22969261,0030A0000029nhVQAQ,0010A000002wAX6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:59:40.000+0000,False,False,005OH000005URvxYAG,2025-10-09T19:59:40.000+0000,005OH000005URvxYAG,2025-10-09T19:59:41.000+0000,005OH000005URvxYAG,2025-10-09T19:59:41.000+0000,(877)313-5112,(780) 498-2745,sparish@innovativebenefits.ca,(780)450-2507,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czp4ZYAQ,False,,22969342,0030A0000029VnAQAU,0010A000002vvezQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:01:30.000+0000,False,False,005OH000005URvxYAG,2025-10-09T20:01:30.000+0000,005OH000005URvxYAG,2025-10-09T20:01:31.000+0000,005OH000005URvxYAG,2025-10-09T20:01:31.000+0000,(780)885-7667,,cheryl.ozbey@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czpsaYAA,False,,22968916,0030A0000029gA0QAI,0010A000002w4DwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:52:45.000+0000,False,False,005OH000006owoYYAQ,2025-10-09T19:52:45.000+0000,005OH000006owoYYAQ,2025-10-09T19:52:46.000+0000,005OH000006owoYYAQ,2025-10-09T19:52:46.000+0000,(306)337-4500,,gisele@brothersandco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czqiDYAQ,False,,22968505,0030A0000029V86QAE,0010A000002vv94QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:45:24.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T19:45:24.000+0000,005OH000004Ir1xYAC,2025-10-09T19:45:25.000+0000,005OH000004Ir1xYAC,2025-10-09T19:45:25.000+0000,(403)253-4840,,nathan.giesbrecht@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czqyPYAQ,False,,22970776,0030A0000029Vq5QAE,0010A000002vvhlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:33:34.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T20:33:34.000+0000,005OH000004Ir1xYAC,2025-10-09T20:33:34.000+0000,005OH000004Ir1xYAC,2025-10-09T20:33:34.000+0000,(403)537-5853,,jeff@wealthco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czsgoYAA,False,,22969737,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,left message,True,2025-10-09T20:12:05.000+0000,False,False,005OH000006uYrkYAE,2025-10-09T20:10:33.000+0000,005OH000006uYrkYAE,2025-10-09T20:12:06.000+0000,005OH000006uYrkYAE,2025-10-09T20:12:06.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czsqRYAQ,False,,22967996,003G0000018f6f2IAA,0010A000002wOd4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:35:52.000+0000,False,False,0055o000001h4cFAAQ,2025-10-09T19:35:52.000+0000,0055o000001h4cFAAQ,2025-10-09T19:35:53.000+0000,0055o000001h4cFAAQ,2025-10-09T19:35:53.000+0000,(807)697-1749,(807) 627-9510,t.mihaljevic@mbenefits.ca,(807)623-8743,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czvtGYAQ,False,,22970994,0030A0000029f1EQAQ,0010A000002w3FJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:38:43.000+0000,False,False,005OH000005URvxYAG,2025-10-09T20:38:43.000+0000,005OH000005URvxYAG,2025-10-09T20:38:43.000+0000,005OH000005URvxYAG,2025-10-09T20:38:43.000+0000,(780)487-7144,,trapprh@telusplanet.net,(780)484-7155,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czwSfYAI,False,,22968842,003G0000018f7N3IAI,0010A000002wPSiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:51:21.000+0000,False,False,005G0000002gxxjIAA,2025-10-09T19:51:21.000+0000,005G0000002gxxjIAA,2025-10-09T19:51:21.000+0000,005G0000002gxxjIAA,2025-10-09T19:51:21.000+0000,(514)931-4242X4256,(514) 928-1321,lr@lucriopel.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czxIDYAY,False,,22968215,0030A0000029ePQQAY,0010A000002w2mcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:39:49.000+0000,False,False,0055o000001NWfMAAW,2025-10-09T19:39:49.000+0000,0055o000001NWfMAAW,2025-10-09T19:39:49.000+0000,0055o000001NWfMAAW,2025-10-09T19:39:49.000+0000,(416)839-2993,(416) 839-2993,shaolings.aif@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czxOfYAI,False,,22968220,0030A0000029UzDQAU,0010A000002vv1sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:39:52.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T19:39:52.000+0000,005OH000004Ir1xYAC,2025-10-09T19:39:53.000+0000,005OH000004Ir1xYAC,2025-10-09T19:39:53.000+0000,(825)449-8361,,wfauth@shaw.ca,(866)730-4081,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czy2zYAA,False,,22968298,003G0000018f7nEIAQ,0010A000002wPthQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:41:28.000+0000,False,False,0055o000002KxaMAAS,2025-10-09T19:41:28.000+0000,0055o000002KxaMAAS,2025-10-09T19:41:29.000+0000,0055o000002KxaMAAS,2025-10-09T19:41:29.000+0000,(780) 532-9510,(780) 831-8455,mike@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czyivYAA,False,,22968347,0030A0000029UzUQAU,0010A000002vv29QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:42:16.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T19:42:16.000+0000,005OH000004Ir1xYAC,2025-10-09T19:42:16.000+0000,005OH000004Ir1xYAC,2025-10-09T19:42:16.000+0000,(403)256-9203,,banksm@telus.net,(403)256-5978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000czzTkYAI,False,,22969532,003OH000005j04MYAQ,001OH000007AXDJYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:05:56.000+0000,False,False,005OH000005URvxYAG,2025-10-09T20:05:56.000+0000,005OH000005URvxYAG,2025-10-09T20:05:57.000+0000,005OH000005URvxYAG,2025-10-09T20:05:57.000+0000,(780)263-6699,,brentt.carlson@envestfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d00UbYAI,False,,22968512,0030A0000041wafQAA,0010A000004nW1ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T19:45:34.000+0000,False,False,005G0000002gxxjIAA,2025-10-09T19:45:34.000+0000,005G0000002gxxjIAA,2025-10-09T19:45:35.000+0000,005G0000002gxxjIAA,2025-10-09T19:45:35.000+0000,(514)458-8173,,sf@stevenfurtado.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d01FNYAY,False,,22968618,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Summary - Mutual Funds,Medium,able to log in successfully,True,2025-10-09T20:00:46.000+0000,False,False,005OH000006uYrkYAE,2025-10-09T19:47:18.000+0000,005OH000006uYrkYAE,2025-10-09T20:00:46.000+0000,005OH000006uYrkYAE,2025-10-09T20:00:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d01VXYAY,False,,22970607,0030A0000029c1zQAA,0010A000002w0r9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:30:10.000+0000,False,False,005OH000005URvxYAG,2025-10-09T20:30:10.000+0000,005OH000005URvxYAG,2025-10-09T20:30:11.000+0000,005OH000005URvxYAG,2025-10-09T20:30:11.000+0000,(780)868-4981,,brichmond@shaw.ca,(780)442-5090,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d01VbYAI,False,,22971898,003OH00000T2EvtYAF,001OH00000ZLiAAYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:02:58.000+0000,False,False,0055o000002KxaMAAS,2025-10-09T21:02:58.000+0000,0055o000002KxaMAAS,2025-10-09T21:02:59.000+0000,0055o000002KxaMAAS,2025-10-09T21:02:59.000+0000,(403)926-1917,,gaby@evermarkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d02RbYAI,False,,22969680,003OH00000IL8LCYA1,001OH00000MWbPlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:09:17.000+0000,False,False,005OH000005URvxYAG,2025-10-09T20:09:17.000+0000,005OH000005URvxYAG,2025-10-09T20:09:18.000+0000,005OH000005URvxYAG,2025-10-09T20:09:18.000+0000,(780)618-6329,,tom.plocica@ts-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d03aaYAA,False,,22970601,0030A0000029VkoQAE,0010A000002vvciQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:30:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T20:30:01.000+0000,005OH000004Ir1xYAC,2025-10-09T20:30:01.000+0000,005OH000004Ir1xYAC,2025-10-09T20:30:01.000+0000,(403)443-2110,(403) 443-8452,admin@darlingfinancial.com,(403)443-2118,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d04ehYAA,False,,22969608,0035o000004ROEoAAO,0015o0000050VxGAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:07:44.000+0000,False,False,0055o000001NWfMAAW,2025-10-09T20:07:44.000+0000,0055o000001NWfMAAW,2025-10-09T20:07:44.000+0000,0055o000001NWfMAAW,2025-10-09T20:07:44.000+0000,(416)890-3600,,humuli@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d06oaYAA,False,,22969994,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,,True,2025-10-09T20:16:55.000+0000,False,False,005OH000006uYrkYAE,2025-10-09T20:16:20.000+0000,005OH000006uYrkYAE,2025-10-09T20:16:55.000+0000,005OH000006uYrkYAE,2025-10-09T20:16:55.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d07StYAI,False,,22970427,0030A0000029VeUQAU,0010A000002vvWxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:26:30.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T20:26:30.000+0000,005OH000004Ir1xYAC,2025-10-09T20:26:30.000+0000,005OH000004Ir1xYAC,2025-10-09T20:26:30.000+0000,(403)613-2946,,aghbhimji@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d07UUYAY,False,,22969404,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:03:00.000+0000,False,False,005OH000005URvxYAG,2025-10-09T20:03:00.000+0000,005OH000005URvxYAG,2025-10-09T20:03:01.000+0000,005OH000005URvxYAG,2025-10-09T20:03:01.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d09BMYAY,False,,22971357,003G0000018f7A6IAI,0010A000002wPDPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:47:53.000+0000,False,False,0055o000002KxaMAAS,2025-10-09T20:47:53.000+0000,0055o000002KxaMAAS,2025-10-09T20:47:53.000+0000,0055o000002KxaMAAS,2025-10-09T20:47:53.000+0000,(780)809-1947,,jon@rtradvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d09XtYAI,False,,22969474,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:04:29.000+0000,False,False,005OH000005URvxYAG,2025-10-09T20:04:29.000+0000,005OH000005URvxYAG,2025-10-09T20:04:30.000+0000,005OH000005URvxYAG,2025-10-09T20:04:30.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0AIhYAM,False,,22970909,0030A00000CddmdQAB,0010A00000DF5YbQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:36:45.000+0000,False,False,005OH000005URvxYAG,2025-10-09T20:36:45.000+0000,005OH000005URvxYAG,2025-10-09T20:36:45.000+0000,005OH000005URvxYAG,2025-10-09T20:36:45.000+0000,(780)953-0331,,vickysaggu@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0Bt4YAE,False,,22971419,0030A0000029WDDQA2,0010A000002vw16QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:49:28.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T20:49:28.000+0000,005OH000004Ir1xYAC,2025-10-09T20:49:28.000+0000,005OH000004Ir1xYAC,2025-10-09T20:49:28.000+0000,(403)251-4752,,cam@mccombsfinancial.ca,(403)242-9502,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0DICYA2,False,,22970693,003OH000004yGAuYAM,001OH000006KBwlYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:32:10.000+0000,False,False,005OH000005URvxYAG,2025-10-09T20:32:10.000+0000,005OH000005URvxYAG,2025-10-09T20:32:10.000+0000,005OH000005URvxYAG,2025-10-09T20:32:10.000+0000,(780)460-4327,,todd@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0DreYAE,False,,22970331,0030A0000029VHwQAM,0010A000002vvEfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:24:15.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T20:24:15.000+0000,005OH000004Ir1xYAC,2025-10-09T20:24:15.000+0000,005OH000004Ir1xYAC,2025-10-09T20:24:15.000+0000,(403)852-5150,,bfelix@hbpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0HP1YAM,False,,22971481,0030A0000029WKDQA2,0010A000002vw5bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:51:17.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T20:51:17.000+0000,005OH000004Ir1xYAC,2025-10-09T20:51:18.000+0000,005OH000004Ir1xYAC,2025-10-09T20:51:18.000+0000,(403)265-9770,(403) 275-2820,cmbettie_lim@shaw.ca,(403)265-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0IjKYAU,False,,22972124,0030A0000029YcCQAU,0010A000002vy0GQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:09:40.000+0000,False,False,005OH000006owoYYAQ,2025-10-09T21:09:40.000+0000,005OH000006owoYYAQ,2025-10-09T21:09:41.000+0000,005OH000006owoYYAQ,2025-10-09T21:09:41.000+0000,(306)692-7331,(306) 441-1594,djhanwell@sasktel.net,(306)694-5675,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0IzPYAU,False,,22970587,0030A00000B0GGGQA3,0010A00000BacYRQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:29:47.000+0000,False,False,005OH000006owoYYAQ,2025-10-09T20:29:47.000+0000,005OH000006owoYYAQ,2025-10-09T20:29:47.000+0000,005OH000006owoYYAQ,2025-10-09T20:29:47.000+0000,(306)460-4419,,thebert@precedencewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0JvUYAU,False,,22971173,0030A0000029W33QAE,0010A000002vvtgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:43:06.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T20:43:06.000+0000,005OH000004Ir1xYAC,2025-10-09T20:43:07.000+0000,005OH000004Ir1xYAC,2025-10-09T20:43:07.000+0000,(403)288-5370,,toddye.kam@edwardjones.com,(866)575-6040,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0LNlYAM,False,,22970664,0030A0000029VpMQAU,0010A000002vvh1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:31:30.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T20:31:30.000+0000,005OH000004Ir1xYAC,2025-10-09T20:31:31.000+0000,005OH000004Ir1xYAC,2025-10-09T20:31:31.000+0000,(403)457-6221,,swilliams@smallbusinessfinancial.ca,(403)457-6228,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0M25YAE,False,,22970754,003G0000018f7R9IAI,0010A000002wPXnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:33:15.000+0000,False,False,0055o000002KxaMAAS,2025-10-09T20:33:15.000+0000,0055o000002KxaMAAS,2025-10-09T20:33:16.000+0000,0055o000002KxaMAAS,2025-10-09T20:33:16.000+0000,(403)209-4041,(403) 803-0382,harrington@pelican-grp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0MYTYA2,False,,22973231,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:50:52.000+0000,False,False,005OH000005URvxYAG,2025-10-09T21:50:52.000+0000,005OH000005URvxYAG,2025-10-09T21:50:52.000+0000,005OH000005URvxYAG,2025-10-09T21:50:52.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0Mq5YAE,False,,22970845,0030A0000029VvlQAE,0010A000002vvn2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:35:18.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T20:35:18.000+0000,005OH000004Ir1xYAC,2025-10-09T20:35:19.000+0000,005OH000004Ir1xYAC,2025-10-09T20:35:19.000+0000,(403)275-4043,,teresa@baysidemail.com,(403)275-5655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0N1UYAU,False,,22972872,0030A0000029k3oQAA,0010A000002w7SKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:36:23.000+0000,False,False,0055o000001t1uPAAQ,2025-10-09T21:36:23.000+0000,0055o000001t1uPAAQ,2025-10-09T21:36:23.000+0000,0055o000001t1uPAAQ,2025-10-09T21:36:23.000+0000,(416)850-4528X136,(647) 892-3728,sid.zhang@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0OruYAE,False,,22971076,0030A0000029VwhQAE,0010A000002vvnoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:40:46.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T20:40:46.000+0000,005OH000004Ir1xYAC,2025-10-09T20:40:47.000+0000,005OH000004Ir1xYAC,2025-10-09T20:40:47.000+0000,(403)608-0713,,michael@colabwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0PBGYA2,False,,22971342,0030A0000029plpQAA,0010A000002wC97QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:47:28.000+0000,False,False,005OH000007fgYjYAI,2025-10-09T20:47:28.000+0000,005OH000007fgYjYAI,2025-10-09T20:47:29.000+0000,005OH000007fgYjYAI,2025-10-09T20:47:29.000+0000,(514)288-7106X201,,steven.corsi@mpc-cpm.com,(514)288-5517,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0PBKYA2,False,,22973381,0030A0000029WbJQAU,0010A000002vwIgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:57:48.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T21:57:48.000+0000,005OH000004Ir1xYAC,2025-10-09T21:57:49.000+0000,005OH000004Ir1xYAC,2025-10-09T21:57:49.000+0000,(403)580-4379,,micheal.reimer@raymondjames.ca,(403)580-4399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0PCsYAM,False,,22971170,0030A0000029jGdQAI,0010A000002w6oJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:43:04.000+0000,False,False,005OH000005URvxYAG,2025-10-09T20:43:04.000+0000,005OH000005URvxYAG,2025-10-09T20:43:05.000+0000,005OH000005URvxYAG,2025-10-09T20:43:05.000+0000,(780)435-5035,,joshua.tse@edwardjones.com,(877)571-5973,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0Rt1YAE,False,,22971593,0030A0000029X1fQAE,0010A000002vwgsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T20:54:28.000+0000,False,False,0055o000001t1uPAAQ,2025-10-09T20:54:28.000+0000,0055o000001t1uPAAQ,2025-10-09T20:54:28.000+0000,0055o000001t1uPAAQ,2025-10-09T20:54:28.000+0000,(416)315-6176,,zhumonica@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0VewYAE,False,,22973080,0030A0000029avMQAQ,0010A000002vzyiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:44:24.000+0000,False,False,005OH000005URvxYAG,2025-10-09T21:44:24.000+0000,005OH000005URvxYAG,2025-10-09T21:44:24.000+0000,005OH000005URvxYAG,2025-10-09T21:44:24.000+0000,(780)753-2005,780-753-0219,danielschindel@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0WuIYAU,False,,22973224,0030A0000029WRBQA2,0010A000002vwATQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:50:31.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T21:50:31.000+0000,005OH000004Ir1xYAC,2025-10-09T21:50:31.000+0000,005OH000004Ir1xYAC,2025-10-09T21:50:31.000+0000,(403)228-1188X3014,,sammerali@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0a9xYAA,False,,22973284,0030A0000029WTZQA2,0010A000002vwC8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:53:15.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T21:53:15.000+0000,005OH000004Ir1xYAC,2025-10-09T21:53:15.000+0000,005OH000004Ir1xYAC,2025-10-09T21:53:15.000+0000,(403)238-7375,,scott.allan@edwardjones.com,(866)766-8842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0bsMYAQ,False,,22973163,0030A0000029VkmQAE,0010A000002vvcgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:47:29.000+0000,False,False,005OH000006owoYYAQ,2025-10-09T21:47:29.000+0000,005OH000006owoYYAQ,2025-10-09T21:47:30.000+0000,005OH000006owoYYAQ,2025-10-09T21:47:30.000+0000,(306)721-2401,,bakerbryan@sasktel.net,(306)352-9226,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0cRqYAI,False,,22972607,0030A0000029fMoQAI,0010A000002w3akQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:26:06.000+0000,False,False,005OH000006owoYYAQ,2025-10-09T21:26:06.000+0000,005OH000006owoYYAQ,2025-10-09T21:26:06.000+0000,005OH000006owoYYAQ,2025-10-09T21:26:06.000+0000,(306)539-3483,(306) 539-3483,becky@5thefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0dhJYAQ,False,,22973053,0030A0000029avMQAQ,0010A000002vzyiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:43:13.000+0000,False,False,005OH000005URvxYAG,2025-10-09T21:43:13.000+0000,005OH000005URvxYAG,2025-10-09T21:43:13.000+0000,005OH000005URvxYAG,2025-10-09T21:43:13.000+0000,(780)753-2005,780-753-0219,danielschindel@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0iFWYAY,False,,22973022,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:42:15.000+0000,False,False,005OH000005URvxYAG,2025-10-09T21:42:15.000+0000,005OH000005URvxYAG,2025-10-09T21:42:16.000+0000,005OH000005URvxYAG,2025-10-09T21:42:16.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0kKZYAY,False,,22973668,0030A0000029mB1QAI,0010A000002w9BDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T22:11:03.000+0000,False,False,005OH000005URvxYAG,2025-10-09T22:11:03.000+0000,005OH000005URvxYAG,2025-10-09T22:11:03.000+0000,005OH000005URvxYAG,2025-10-09T22:11:03.000+0000,(780)456-4976,,olivia@telusplanet.net,(780)456-8348,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0kUGYAY,False,,22974336,0030A00000Bb1hoQAB,0010A00000CBDLWQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T22:50:42.000+0000,False,False,005OH000002iJPDYA2,2025-10-09T22:50:42.000+0000,005OH000002iJPDYA2,2025-10-09T22:50:43.000+0000,005OH000002iJPDYA2,2025-10-09T22:50:43.000+0000,(236)808-8885,,derekleung1974@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0lq5YAA,False,,22973340,0030A0000029WWBQA2,0010A000002vwEMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T21:55:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-09T21:55:55.000+0000,005OH000004Ir1xYAC,2025-10-09T21:55:56.000+0000,005OH000004Ir1xYAC,2025-10-09T21:55:56.000+0000,(403)265-9770X216,,scott.shaw@dfsin.ca,(403)265-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d0mXeYAI,False,,22973599,0030A00000BSXTsQAP,0010A00000C2h41QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T22:07:42.000+0000,False,False,0055o000001t1uPAAQ,2025-10-09T22:07:42.000+0000,0055o000001t1uPAAQ,2025-10-09T22:07:42.000+0000,0055o000001t1uPAAQ,2025-10-09T22:07:43.000+0000,(647)668-3504,(416) 804-4171,jesse@mccalmont-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d14r7YAA,False,,22974842,0030A00000CJE4mQAH,0010A00000Ctw63QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-09T23:32:07.000+0000,False,False,005OH000002iJPDYA2,2025-10-09T23:32:07.000+0000,005OH000002iJPDYA2,2025-10-09T23:32:07.000+0000,005OH000002iJPDYA2,2025-10-09T23:32:07.000+0000,(604)428-6377,(604) 763-6313,hs.ye@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,175.0
500OH00000d1rwlYAA,False,,22976530,0030A0000041wafQAA,0010A000004nW1ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T12:52:10.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T12:52:10.000+0000,005G0000002gxxjIAA,2025-10-10T12:52:10.000+0000,005G0000002gxxjIAA,2025-10-10T12:52:10.000+0000,(514)458-8173,,sf@stevenfurtado.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d1t45YAA,False,,22976856,003G0000018f6WYIAY,0010A000002wOTdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T13:05:52.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T13:05:52.000+0000,0050A000000XQhmQAG,2025-10-10T13:05:53.000+0000,0050A000000XQhmQAG,2025-10-10T13:05:53.000+0000,(506)857-0418,(506) 850-5109,bruce@dixonpatterson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d1wWaYAI,False,,22976381,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T12:44:23.000+0000,False,False,0050A000000WjqvQAC,2025-10-10T12:44:23.000+0000,0050A000000WjqvQAC,2025-10-10T12:44:24.000+0000,0050A000000WjqvQAC,2025-10-10T12:44:24.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d1wZrYAI,False,,22978550,003G0000018f7JSIAY,0010A000002wPOiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T13:57:27.000+0000,False,False,005OH000002N6huYAC,2025-10-10T13:57:27.000+0000,005OH000002N6huYAC,2025-10-10T13:57:27.000+0000,005OH000002N6huYAC,2025-10-10T13:57:27.000+0000,(418)549-7747,(418) 540-8166,eemond@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d24QrYAI,False,,22976640,0030A0000029bA4QAI,0010A000002w0BtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T12:58:11.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T12:58:11.000+0000,005G0000002gxxjIAA,2025-10-10T12:58:11.000+0000,005G0000002gxxjIAA,2025-10-10T12:58:11.000+0000,(514)383-0636,,ian@myinsurer.com,(514)383-0305,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d26sUYAQ,False,,22977124,003G0000018f7ioIAA,0010A000002wPpCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T13:15:12.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T13:15:12.000+0000,0050A000000XQhmQAG,2025-10-10T13:15:13.000+0000,0050A000000XQhmQAG,2025-10-10T13:15:13.000+0000,(506)878-7500,,blair@haydenfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d27mxYAA,False,,22978259,003OH00000VWEilYAH,001OH00000cRT3JYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T13:49:59.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T13:49:59.000+0000,005OH000004oiYEYAY,2025-10-10T13:49:59.000+0000,005OH000004oiYEYAY,2025-10-10T13:49:59.000+0000,(519)637-0305,,brandon.baldwin@edwardjones.com,(866)641-0165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2A6VYAU,False,,22977652,003OH00000ViHkwYAF,001OH00000cgTSoYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T13:32:00.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T13:32:00.000+0000,005OH000004oiYEYAY,2025-10-10T13:32:00.000+0000,005OH000004oiYEYAY,2025-10-10T13:32:00.000+0000,(519)566-0703,,mveldhuis@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2AjGYAU,False,,22979507,0030A0000029VanQAE,0010A000002vvTQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:19:38.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T14:19:38.000+0000,0055o000002DK5fAAG,2025-10-10T14:19:38.000+0000,0055o000002DK5fAAG,2025-10-10T14:19:38.000+0000,(416)488-1530,,myron.doroniuk@edwardjones.com,(877)856-3267,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2BkCYAU,False,,22978348,003G0000018f6UHIAY,0010A000002wOQzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T13:52:19.000+0000,False,False,005OH000002N6huYAC,2025-10-10T13:52:19.000+0000,005OH000002N6huYAC,2025-10-10T13:52:20.000+0000,005OH000002N6huYAC,2025-10-10T13:52:20.000+0000,(514)442-7377,(514) 977-3261,stephane.roy@sommetgf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2Bx8YAE,False,,22979961,0030A0000029lUXQAY,0010A000002w8eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:29:09.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T14:29:09.000+0000,005OH000004oiYEYAY,2025-10-10T14:29:09.000+0000,005OH000004oiYEYAY,2025-10-10T14:29:09.000+0000,(519)671-0428,,ddani@rogers.com,(519)679-8374,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2EEwYAM,False,,22977889,003G000001C49ycIAB,0010A000002wRmIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T13:39:04.000+0000,False,False,0050A000000WjqvQAC,2025-10-10T13:39:04.000+0000,0050A000000WjqvQAC,2025-10-10T13:39:04.000+0000,0050A000000WjqvQAC,2025-10-10T13:39:04.000+0000,(613)762-5300,,andy@makeaplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2ETVYA2,False,,22979601,0030A0000029VfeQAE,0010A000002vvY2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:21:30.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T14:21:30.000+0000,0055o000002DK5fAAG,2025-10-10T14:21:30.000+0000,0055o000002DK5fAAG,2025-10-10T14:21:30.000+0000,(905)331-4085,,,(877)335-9439,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2FB0YAM,False,,22978445,0030A000002QqC5QAK,001OH000002cWk5YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T13:54:58.000+0000,False,False,005OH000002N6huYAC,2025-10-10T13:54:58.000+0000,005OH000002N6huYAC,2025-10-10T13:54:58.000+0000,005OH000002N6huYAC,2025-10-10T13:54:58.000+0000,(581)991-7118,(581) 991-7118,fdallaire@conseil-stratega.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2H6QYAU,False,,22979673,0030A0000029VluQAE,0010A000002vvdtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:22:54.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T14:22:54.000+0000,0055o000002DK5fAAG,2025-10-10T14:22:54.000+0000,0055o000002DK5fAAG,2025-10-10T14:22:54.000+0000,(905)640-9559,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2HhZYAU,False,,22979634,003G0000019oayPIAQ,001G000000urMw0IAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:22:08.000+0000,False,False,0055o000001h4cFAAQ,2025-10-10T14:22:08.000+0000,0055o000001h4cFAAQ,2025-10-10T14:22:08.000+0000,0055o000001h4cFAAQ,2025-10-10T14:22:08.000+0000,(204) 953-1662,,cheryl@sigurdsonfinancial.com,(204) 953-1668,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2K5yYAE,False,,22979868,003G0000018f7gmIAA,0010A000002wPnLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:27:02.000+0000,False,False,005OH000002N6huYAC,2025-10-10T14:27:02.000+0000,005OH000002N6huYAC,2025-10-10T14:27:02.000+0000,005OH000002N6huYAC,2025-10-10T14:27:02.000+0000,(514)618-3342,,amelie.brosseau@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2M9FYAU,False,,22978361,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T13:52:36.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T13:52:36.000+0000,005OH000003ds0PYAQ,2025-10-10T13:52:36.000+0000,005OH000003ds0PYAQ,2025-10-10T13:52:36.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2MB0YAM,False,,22979661,0030A0000029Xf0QAE,0010A000002vxBvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:22:43.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T14:22:43.000+0000,005OH000004oiYEYAY,2025-10-10T14:22:43.000+0000,005OH000004oiYEYAY,2025-10-10T14:22:43.000+0000,(519)537-2216,,martin@gemfinancialgroup.ca,(519)537-8778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2NQHYA2,False,,22978476,003G0000018f7JSIAY,0010A000002wPOiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T13:55:51.000+0000,False,False,005OH000002N6huYAC,2025-10-10T13:55:51.000+0000,005OH000002N6huYAC,2025-10-10T13:55:51.000+0000,005OH000002N6huYAC,2025-10-10T13:55:51.000+0000,(418)549-7747,(418) 540-8166,eemond@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2OJ8YAM,False,,22979280,0031600002QExH7AAL,0010A000002wNoVQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:15:09.000+0000,False,False,005OH000002N6huYAC,2025-10-10T14:15:09.000+0000,005OH000002N6huYAC,2025-10-10T14:15:09.000+0000,005OH000002N6huYAC,2025-10-10T14:15:09.000+0000,(418)480-4409X17412,(581) 728-0423,kmartin@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2PyMYAU,False,,22978927,003OH00000VWEisYAH,001OH00000cRT3QYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:07:21.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T14:07:21.000+0000,005OH000004oiYEYAY,2025-10-10T14:07:22.000+0000,005OH000004oiYEYAY,2025-10-10T14:07:22.000+0000,(437)970-2878,,niklavall79@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2SJWYA2,False,,22979071,0030A000005zMIAQA2,0010A000006juz1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:10:36.000+0000,False,False,005OH00000AdAzSYAV,2025-10-10T14:10:36.000+0000,005OH00000AdAzSYAV,2025-10-10T14:10:36.000+0000,005OH00000AdAzSYAV,2025-10-10T14:10:36.000+0000,(647)818-7815,,megha.murphy@lyfestylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2St0YAE,False,,22979098,0031600002W0n4BAAR,0010A000002wO8LQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,"#Rewards
P: Call for Advisor Rewards campaign.  Return his call.
O: Left message again.
N: Will send an email.",False,,False,False,005G0000002gxxjIAA,2025-10-10T14:11:17.000+0000,005G0000002gxxjIAA,2025-10-10T14:13:18.000+0000,005G0000002gxxjIAA,2025-10-10T14:13:18.000+0000,(514) 458-8173,,sfurtado@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2TQuYAM,False,,22981513,003G0000018f6VcIAI,0010A000002wOSJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:01:44.000+0000,False,False,005OH000002N6huYAC,2025-10-10T15:01:44.000+0000,005OH000002N6huYAC,2025-10-10T15:01:45.000+0000,005OH000002N6huYAC,2025-10-10T15:01:45.000+0000,(514)447-4432,(514) 781-4278,francois.chenail@solutionsfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2WtPYAU,False,,22980738,0030A0000029XLVQA2,0010A000002vww8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:46:42.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T14:46:42.000+0000,0050A000000XQhmQAG,2025-10-10T14:46:42.000+0000,0050A000000XQhmQAG,2025-10-10T14:46:42.000+0000,(709)697-5256,,jsmith@alignedcp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2WzuYAE,False,,22981384,003G0000018f6VcIAI,0010A000002wOSJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:59:27.000+0000,False,False,005OH000002N6huYAC,2025-10-10T14:59:27.000+0000,005OH000002N6huYAC,2025-10-10T14:59:27.000+0000,005OH000002N6huYAC,2025-10-10T14:59:27.000+0000,(514)447-4432,(514) 781-4278,francois.chenail@solutionsfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2YryYAE,False,,22980395,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:38:38.000+0000,False,False,005OH000007fgYjYAI,2025-10-10T14:38:38.000+0000,005OH000007fgYjYAI,2025-10-10T14:38:38.000+0000,005OH000007fgYjYAI,2025-10-10T14:38:38.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2ZL2YAM,False,,22980226,0030A0000029ow3QAA,0010A000002wBVWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:34:36.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T14:34:36.000+0000,0050A000000XQhmQAG,2025-10-10T14:34:36.000+0000,0050A000000XQhmQAG,2025-10-10T14:34:36.000+0000,(709)687-6838,,jim@frontierwealth.ca,(709)529-7546,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2ZhZYAU,False,,22979718,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:23:50.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T14:23:50.000+0000,005OH000003ds0PYAQ,2025-10-10T14:23:50.000+0000,005OH000003ds0PYAQ,2025-10-10T14:23:50.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2aYpYAI,False,,22980869,0031600002VJOfHAAX,0010A000002wO58QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:48:47.000+0000,False,False,005OH000002N6huYAC,2025-10-10T14:48:47.000+0000,005OH000002N6huYAC,2025-10-10T14:48:47.000+0000,005OH000002N6huYAC,2025-10-10T14:48:47.000+0000,(418)549-7747X17337,(418) 944-3575,ltremblay-landry@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2bhmYAA,False,,22980501,0030A0000029mDPQAY,0010A000002w9DRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:40:52.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T14:40:52.000+0000,0055o000002DK5fAAG,2025-10-10T14:40:52.000+0000,0055o000002DK5fAAG,2025-10-10T14:40:52.000+0000,(905)876-0120,,doug.hopkins@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2eKiYAI,False,,22980865,003OH00000I6V5FYAV,001OH00000MFp5fYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:48:41.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T14:48:41.000+0000,005OH000004oiYEYAY,2025-10-10T14:48:41.000+0000,005OH000004oiYEYAY,2025-10-10T14:48:41.000+0000,(519)285-2499,,thamesfordaccounting@on.aibn.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2ecQYAQ,False,,22980742,0035o000006oBUhAAM,0015o000007PHxvAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:46:46.000+0000,False,False,005OH000002N6huYAC,2025-10-10T14:46:46.000+0000,005OH000002N6huYAC,2025-10-10T14:46:46.000+0000,005OH000002N6huYAC,2025-10-10T14:46:46.000+0000,(450)831-4555,,ja.rodrigue@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2hIYYAY,False,,22980700,003G0000018f7MoIAI,0010A000002wPSTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:45:41.000+0000,False,False,0050A000000WjqvQAC,2025-10-10T14:45:41.000+0000,0050A000000WjqvQAC,2025-10-10T14:45:41.000+0000,0050A000000WjqvQAC,2025-10-10T14:45:41.000+0000,(613)764-0213,(613) 882-5938,mario@clearviewwealthmanagement.ca,(613)427-2027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2hwsYAA,False,,22980827,003OH00000I6V5FYAV,001OH00000MFp5fYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:48:02.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T14:48:02.000+0000,005OH000004oiYEYAY,2025-10-10T14:48:02.000+0000,005OH000004oiYEYAY,2025-10-10T14:48:02.000+0000,(519)285-2499,,thamesfordaccounting@on.aibn.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2jDwYAI,False,,22982243,0035o000005qAdRAAU,0015o000006O4g6AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:15:13.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T15:15:13.000+0000,0055o000002KxaMAAS,2025-10-10T15:15:13.000+0000,0055o000002KxaMAAS,2025-10-10T15:15:13.000+0000,(780)686-7373,,tristan@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2jiXYAQ,False,,22980736,0031600002G7TxKAAV,0010A000002wNGnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:46:39.000+0000,False,False,0050A000000WjqvQAC,2025-10-10T14:46:39.000+0000,0050A000000WjqvQAC,2025-10-10T14:46:39.000+0000,0050A000000WjqvQAC,2025-10-10T14:46:39.000+0000,(613) 232-4577x105,,asaint@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2kzZYAQ,False,,22980896,0035o000007lFqOAAU,0015o000008TPVHAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:49:17.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T14:49:17.000+0000,0050A000001o2WeQAI,2025-10-10T14:49:17.000+0000,0050A000001o2WeQAI,2025-10-10T14:49:17.000+0000,(639)999-6662,,samnaniserviceslimited@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2lIwYAI,False,,22981910,003OH00000DKm95YAD,001OH00000GqxIxYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:09:04.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T15:09:04.000+0000,0050A000000XQhmQAG,2025-10-10T15:09:05.000+0000,0050A000000XQhmQAG,2025-10-10T15:09:05.000+0000,(709)579-2056XExt210,,joanne.lester@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2npNYAQ,False,,22981162,0030A0000029lzwQAA,0010A000002w91uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:54:37.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T14:54:37.000+0000,0050A000000XQhmQAG,2025-10-10T14:54:37.000+0000,0050A000000XQhmQAG,2025-10-10T14:54:37.000+0000,(709)832-8153,,jamiejclements@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2npPYAQ,False,,22981569,003G0000018f6saIAA,0010A000002wOuJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:02:48.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T15:02:48.000+0000,0050A000000XQhmQAG,2025-10-10T15:02:48.000+0000,0050A000000XQhmQAG,2025-10-10T15:02:48.000+0000,(709)687-0173,(709) 687-0173,joan@joanlanefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2olWYAQ,False,,22982136,0030A0000029gIKQAY,0010A000002w4M7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:13:08.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T15:13:08.000+0000,005G0000002gxxjIAA,2025-10-10T15:13:08.000+0000,005G0000002gxxjIAA,2025-10-10T15:13:08.000+0000,(819)566-0666,(819) 588-6948,yanick.st-onge@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2p81YAA,False,,22981311,003G0000018f6gAIAQ,0010A000002wOeBQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T14:57:52.000+0000,False,False,005OH000002N6huYAC,2025-10-10T14:57:52.000+0000,005OH000002N6huYAC,2025-10-10T14:57:52.000+0000,005OH000002N6huYAC,2025-10-10T14:57:52.000+0000,(450)841-1668,(514) 792-9274,stephane.chaput@schaputcsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2ppeYAA,False,,22982820,003G0000018f6SHIAY,0010A000002wOOcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:25:38.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T15:25:38.000+0000,0055o000002KxaMAAS,2025-10-10T15:25:38.000+0000,0055o000002KxaMAAS,2025-10-10T15:25:38.000+0000,(780)702-5806,,mike@rtradvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2qfGYAQ,False,,22984690,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:01:33.000+0000,False,False,005OH000005URvxYAG,2025-10-10T16:01:33.000+0000,005OH000005URvxYAG,2025-10-10T16:01:33.000+0000,005OH000005URvxYAG,2025-10-10T16:01:33.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2rRZYAY,False,,22981558,003G0000018f7ZYIAY,0010A000002wPgOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:02:29.000+0000,False,False,0050A000000WjqvQAC,2025-10-10T15:02:29.000+0000,0050A000000WjqvQAC,2025-10-10T15:02:30.000+0000,0050A000000WjqvQAC,2025-10-10T15:02:30.000+0000,(613)966-7001,,klewis@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2wsfYAA,False,,22982103,003G0000018f7T3IAI,0010A000002wPZdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:12:24.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T15:12:24.000+0000,0055o000002KxaMAAS,2025-10-10T15:12:25.000+0000,0055o000002KxaMAAS,2025-10-10T15:12:25.000+0000,(780) 450-3888,,patrik@gryphonbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d2znNYAQ,False,,22983779,0030A0000029poQQAQ,0010A000002wCAzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:44:51.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T15:44:51.000+0000,0050A000000XQhmQAG,2025-10-10T15:44:51.000+0000,0050A000000XQhmQAG,2025-10-10T15:44:51.000+0000,(709)749-2498,(709) 749-2498,ken@boomer-financial.com,(709)757-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d306gYAA,False,,22982960,003OH000001FByfYAG,0010A000002vtmZQAQ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005G0000002gxxjIAA,2025-10-10T15:28:41.000+0000,005G0000002gxxjIAA,2025-10-10T15:29:36.000+0000,005G0000002gxxjIAA,2025-10-10T15:29:36.000+0000,,,amanousakos@idcwin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d31yqYAA,False,,22983037,003G0000018f6p6IAA,0010A000002wOqpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:30:25.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T15:30:25.000+0000,0055o000002KxaMAAS,2025-10-10T15:30:25.000+0000,0055o000002KxaMAAS,2025-10-10T15:30:25.000+0000,(306)630-4725,(306) 630-4725,roberta@fongerwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d326tYAA,False,,22983053,0035o000007CAu3AAG,0015o000007s0lDAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:30:51.000+0000,False,False,005OH000007fgYjYAI,2025-10-10T15:30:51.000+0000,005OH000007fgYjYAI,2025-10-10T15:30:51.000+0000,005OH000007fgYjYAI,2025-10-10T15:30:51.000+0000,(581)990-1867,,pweston@westonholdings.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d36bwYAA,False,,22983714,003G0000018f7STIAY,0010A000002wPZ3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:43:31.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T15:43:31.000+0000,0055o000002KxaMAAS,2025-10-10T15:43:31.000+0000,0055o000002KxaMAAS,2025-10-10T15:43:31.000+0000,(780)439-3610,,brad@monetaplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d36f9YAA,False,,22983946,0030A000003sByOQAU,0010A000004enDFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:47:51.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T15:47:51.000+0000,0055o000002KxaMAAS,2025-10-10T15:47:51.000+0000,0055o000002KxaMAAS,2025-10-10T15:47:51.000+0000,(587)226-0907,(587) 226-0907,kodie@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d37RXYAY,False,,22983776,0030A0000029laKQAQ,0010A000002w8jEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:44:48.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T15:44:48.000+0000,005G0000002gxxjIAA,2025-10-10T15:44:49.000+0000,005G0000002gxxjIAA,2025-10-10T15:44:49.000+0000,(514)350-5070X231,514-867-8742,a.cistera@sogemec.com,(514)350-5071,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d37zOYAQ,False,,22984043,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:49:38.000+0000,False,False,005OH000005URvxYAG,2025-10-10T15:49:38.000+0000,005OH000005URvxYAG,2025-10-10T15:49:39.000+0000,005OH000005URvxYAG,2025-10-10T15:49:39.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3AdvYAE,False,,22985335,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-10-10T16:15:50.000+0000,False,False,005OH000006uYrkYAE,2025-10-10T16:14:40.000+0000,005OH000006uYrkYAE,2025-10-10T16:15:50.000+0000,005OH000006uYrkYAE,2025-10-10T16:15:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3ApCYAU,False,,22983822,0030A0000029laKQAQ,0010A000002w8jEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:45:36.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T15:45:36.000+0000,005G0000002gxxjIAA,2025-10-10T15:45:36.000+0000,005G0000002gxxjIAA,2025-10-10T15:45:36.000+0000,(514)350-5070X231,514-867-8742,a.cistera@sogemec.com,(514)350-5071,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3BF4YAM,False,,22984196,003OH00000IHPEFYA5,001OH00000MSWgJYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:52:35.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T15:52:35.000+0000,005G0000002gxxjIAA,2025-10-10T15:52:36.000+0000,005G0000002gxxjIAA,2025-10-10T15:52:36.000+0000,(450)275-3733,,kim@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3BbZYAU,False,,22983605,003G0000018f6yvIAA,0010A000002wP1ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:41:41.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T15:41:41.000+0000,0050A000000XQhmQAG,2025-10-10T15:41:41.000+0000,0050A000000XQhmQAG,2025-10-10T15:41:41.000+0000,(709)689-5360,(709) 689-5360,john@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3BmrYAE,False,,22983621,003G0000018f7MoIAI,0010A000002wPSTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:41:52.000+0000,False,False,0050A000000WjqvQAC,2025-10-10T15:41:52.000+0000,0050A000000WjqvQAC,2025-10-10T15:41:53.000+0000,0050A000000WjqvQAC,2025-10-10T15:41:53.000+0000,(613)764-0213,(613) 882-5938,mario@clearviewwealthmanagement.ca,(613)427-2027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3Bq9YAE,False,,22985345,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-10-10T16:15:21.000+0000,False,False,005OH000006uYrkYAE,2025-10-10T16:14:47.000+0000,005OH000006uYrkYAE,2025-10-10T16:15:21.000+0000,005OH000006uYrkYAE,2025-10-10T16:15:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3CivYAE,False,,22983723,0030A0000029laKQAQ,0010A000002w8jEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:43:45.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T15:43:45.000+0000,005G0000002gxxjIAA,2025-10-10T15:43:45.000+0000,005G0000002gxxjIAA,2025-10-10T15:43:45.000+0000,(514)350-5070X231,514-867-8742,a.cistera@sogemec.com,(514)350-5071,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3ErCYAU,False,,22984598,003OH00000Ba4ErYAJ,001OH00000Dvtl3YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:00:11.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T16:00:11.000+0000,0055o000002KxaMAAS,2025-10-10T16:00:11.000+0000,0055o000002KxaMAAS,2025-10-10T16:00:11.000+0000,(587) 330-9223,,jay@quinnadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3G9pYAE,False,,22984117,003OH0000080eosYAA,001OH000009n7PmYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:51:10.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T15:51:10.000+0000,0055o000002KxaMAAS,2025-10-10T15:51:11.000+0000,0055o000002KxaMAAS,2025-10-10T15:51:11.000+0000,(403)648-4376,,jason_bell@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3G9qYAE,False,,22984474,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T15:57:56.000+0000,False,False,005OH000005URvxYAG,2025-10-10T15:57:56.000+0000,005OH000005URvxYAG,2025-10-10T15:57:56.000+0000,005OH000005URvxYAG,2025-10-10T15:57:56.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3GEjYAM,False,,22987855,0030A0000029WpvQAE,0010A000002vwVSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:04:38.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T17:04:38.000+0000,005OH000004Ir1xYAC,2025-10-10T17:04:39.000+0000,005OH000004Ir1xYAC,2025-10-10T17:04:39.000+0000,(403)475-4245X1,(403) 221-0308,yvonne@wealthwiseconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3GWZYA2,False,,22987191,0035o000006p1EeAAI,0015o000007QS79AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:51:08.000+0000,False,False,005OH000005URvxYAG,2025-10-10T16:51:08.000+0000,005OH000005URvxYAG,2025-10-10T16:51:08.000+0000,005OH000005URvxYAG,2025-10-10T16:51:08.000+0000,(780)860-1277,,josephuruvath2410@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3HXRYA2,False,,22988758,0030A00000C13kfQAB,0010A00000CbKNjQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:21:22.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:21:22.000+0000,005OH000005URvxYAG,2025-10-10T17:21:22.000+0000,005OH000005URvxYAG,2025-10-10T17:21:22.000+0000,(780)904-8205,,ronbuchaski@gmail.com,(780)387-4929,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3ImlYAE,False,,22984808,0030A0000029eHTQAY,0010A000002w2gHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:03:57.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T16:03:57.000+0000,0055o000002KxaMAAS,2025-10-10T16:03:58.000+0000,0055o000002KxaMAAS,2025-10-10T16:03:58.000+0000,(403)262-7278,,brentw@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3LvxYAE,False,,22985899,003G0000018f6V5IAI,0010A000002wORmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:26:40.000+0000,False,False,0055o000001fOwHAAU,2025-10-10T16:26:40.000+0000,0055o000001fOwHAAU,2025-10-10T16:26:40.000+0000,0055o000001fOwHAAU,2025-10-10T16:26:40.000+0000,(877)526-6687,(416) 996-4239,jeff@lamontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3MtbYAE,False,,22985152,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:10:51.000+0000,False,False,005OH000005URvxYAG,2025-10-10T16:10:51.000+0000,005OH000005URvxYAG,2025-10-10T16:10:52.000+0000,005OH000005URvxYAG,2025-10-10T16:10:52.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3MyQYAU,False,,22986618,0030A0000029VLHQA2,0010A000002vvGiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:40:33.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T16:40:33.000+0000,0055o000002DK5fAAG,2025-10-10T16:40:33.000+0000,0055o000002DK5fAAG,2025-10-10T16:40:33.000+0000,(905)853-2789,,ted@braestonefw.com,(905)898-4878,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3O7QYAU,False,,22986063,0030A00000B4mnKQAR,0010A00000Bf4ZZQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:29:50.000+0000,False,False,005OH000005URvxYAG,2025-10-10T16:29:50.000+0000,005OH000005URvxYAG,2025-10-10T16:29:51.000+0000,005OH000005URvxYAG,2025-10-10T16:29:51.000+0000,(403)986-1437,(403) 872-5717,akonoev@bridgelinewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3Q9DYAU,False,,22985889,003G0000018f7Q6IAI,0010A000002wPWVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:26:30.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T16:26:30.000+0000,0055o000002KxaMAAS,2025-10-10T16:26:30.000+0000,0055o000002KxaMAAS,2025-10-10T16:26:30.000+0000,(403)686-0429,,john@cisinsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3T5SYAU,False,,22985914,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:27:03.000+0000,False,False,005OH000005URvxYAG,2025-10-10T16:27:03.000+0000,005OH000005URvxYAG,2025-10-10T16:27:04.000+0000,005OH000005URvxYAG,2025-10-10T16:27:04.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3UEVYA2,False,,22987967,003OH00000VRA1UYAX,001OH00000cLWLdYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:07:02.000+0000,False,False,005OH000004pk06YAA,2025-10-10T17:07:02.000+0000,005OH000004pk06YAA,2025-10-10T17:07:02.000+0000,005OH000004pk06YAA,2025-10-10T17:07:02.000+0000,(647)897-9121,,ned.enayat@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3VFMYA2,False,,22986620,0030A0000029eHIQAY,0010A000002w2g6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:40:35.000+0000,False,False,005OH000004pk06YAA,2025-10-10T16:40:35.000+0000,005OH000004pk06YAA,2025-10-10T16:40:35.000+0000,005OH000004pk06YAA,2025-10-10T16:40:35.000+0000,(416)436-2268,,ginostirpe@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3VFOYA2,False,,22987584,0030A0000029WcvQAE,0010A000002vwK8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:59:00.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T16:59:00.000+0000,005OH000004Ir1xYAC,2025-10-10T16:59:00.000+0000,005OH000004Ir1xYAC,2025-10-10T16:59:00.000+0000,(403)228-3825,,brmccorq@gmail.com,(866)894-7569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3WRVYA2,False,,22985853,0030A0000029aenQAA,0010A000002vzkPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:25:19.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T16:25:19.000+0000,0055o000002DK5fAAG,2025-10-10T16:25:20.000+0000,0055o000002DK5fAAG,2025-10-10T16:25:20.000+0000,(905)257-7884,,patrick.pacenti@edwardjones.com,(866)766-0110,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3WksYAE,False,,22985943,0030A0000029c4zQAA,0010A000002w0tkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:27:27.000+0000,False,False,005OH000006owoYYAQ,2025-10-10T16:27:27.000+0000,005OH000006owoYYAQ,2025-10-10T16:27:28.000+0000,005OH000006owoYYAQ,2025-10-10T16:27:28.000+0000,(306)873-3299,,kph@sasktel.net,(306)873-5543,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3Y8MYAU,False,,22986107,0030A0000029V5WQAU,0010A000002vv7NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:30:54.000+0000,False,False,005OH000006owoYYAQ,2025-10-10T16:30:54.000+0000,005OH000006owoYYAQ,2025-10-10T16:30:54.000+0000,005OH000006owoYYAQ,2025-10-10T16:30:54.000+0000,(306)949-2036,,phillip.geiger@affinitycu.ca,(306)949-2039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3YMuYAM,False,,22988610,0030A0000029dkDQAQ,0010A000002w2CDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:18:50.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:18:50.000+0000,005OH000005URvxYAG,2025-10-10T17:18:50.000+0000,005OH000005URvxYAG,2025-10-10T17:18:50.000+0000,(780)952-2164,,hkhanna1546@yahoo.ca,(780)485-2174,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3YOZYA2,False,,22988624,0030A0000029Yu0QAE,0010A000002vyFjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:19:06.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:19:06.000+0000,005OH000003ds0PYAQ,2025-10-10T17:19:07.000+0000,005OH000003ds0PYAQ,2025-10-10T17:19:07.000+0000,(705)775-0118,,jan@jamiesonfinancial.ca,(705)775-6464,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3Z1BYAU,False,,22986133,003OH000005j04MYAQ,001OH000007AXDJYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:31:17.000+0000,False,False,005OH000005URvxYAG,2025-10-10T16:31:17.000+0000,005OH000005URvxYAG,2025-10-10T16:31:18.000+0000,005OH000005URvxYAG,2025-10-10T16:31:18.000+0000,(780)263-6699,,brentt.carlson@envestfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3ZdyYAE,False,,22989612,003OH000001GHFdYAO,001OH000001TkdGYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:36:56.000+0000,False,False,005OH00000865wTYAQ,2025-10-10T17:36:56.000+0000,005OH00000865wTYAQ,2025-10-10T17:36:56.000+0000,005OH00000865wTYAQ,2025-10-10T17:36:56.000+0000,(780)459-2200,,edward.chan@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3bcVYAQ,False,,22986647,0030A0000029VLHQA2,0010A000002vvGiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:41:04.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T16:41:04.000+0000,0055o000002DK5fAAG,2025-10-10T16:41:04.000+0000,0055o000002DK5fAAG,2025-10-10T16:41:04.000+0000,(905)853-2789,,ted@braestonefw.com,(905)898-4878,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3cQVYAY,False,,22986801,0030A000008TaoDQAS,0010A000009Nk0xQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:43:55.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T16:43:55.000+0000,0055o000002KxaMAAS,2025-10-10T16:43:55.000+0000,0055o000002KxaMAAS,2025-10-10T16:43:55.000+0000,(780)423-3555,,dori.hogg@hubinternational.com,(780)423-5016,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3eFOYAY,False,,22986750,0030A0000029VOYQA2,0010A000002vvJGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:42:50.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T16:42:50.000+0000,0055o000002DK5fAAG,2025-10-10T16:42:51.000+0000,0055o000002DK5fAAG,2025-10-10T16:42:51.000+0000,(416)915-2959,,dianebe@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3f8JYAQ,False,,22989572,003G0000018f7VWIAY,0010A000002wPcRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:36:05.000+0000,False,False,005OH000001cCPNYA2,2025-10-10T17:36:05.000+0000,005OH000001cCPNYA2,2025-10-10T17:36:05.000+0000,005OH000001cCPNYA2,2025-10-10T17:36:05.000+0000,(604)314-2912,(604) 314-2912,rickwspeer@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3foBYAQ,False,,22988057,0030A0000029dysQAA,0010A000002w2OsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:08:54.000+0000,False,False,005OH000004pk06YAA,2025-10-10T17:08:54.000+0000,005OH000004pk06YAA,2025-10-10T17:08:54.000+0000,005OH000004pk06YAA,2025-10-10T17:08:54.000+0000,(905)447-6317,,jtaylor@moneyassist.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3hjWYAQ,False,,22987413,0030A0000029WbmQAE,0010A000002vwJ9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T16:55:32.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T16:55:32.000+0000,005OH000004Ir1xYAC,2025-10-10T16:55:32.000+0000,005OH000004Ir1xYAC,2025-10-10T16:55:32.000+0000,(403)280-2399,,kevin.ohagan@edwardjones.com,(877)335-9158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3hlBYAQ,False,,22988527,0030A0000029dcUQAQ,0010A000002w26eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:17:15.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:17:15.000+0000,005OH000005URvxYAG,2025-10-10T17:17:15.000+0000,005OH000005URvxYAG,2025-10-10T17:17:15.000+0000,(587)989-2951,,joseph@oaktreews.ca,(780)705-4885,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3ihGYAQ,False,,22987928,0030A0000029iPwQAI,0010A000002w69NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:06:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T17:06:19.000+0000,005OH000004oiYEYAY,2025-10-10T17:06:19.000+0000,005OH000004oiYEYAY,2025-10-10T17:06:19.000+0000,(519)546-5817,(519) 348-9873,chad.webber@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3jJvYAI,False,,22988005,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:07:47.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:07:47.000+0000,005OH000005URvxYAG,2025-10-10T17:07:47.000+0000,005OH000005URvxYAG,2025-10-10T17:07:47.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3kMRYAY,False,,22987834,0030A0000029gXFQAY,0010A000002w4YIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:04:11.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:04:11.000+0000,005OH000003ds0PYAQ,2025-10-10T17:04:11.000+0000,005OH000003ds0PYAQ,2025-10-10T17:04:11.000+0000,(613)549-8602,,jlapointe@assante.com,(613)417-3734,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3kzAYAQ,False,,22987991,0030A0000029iPwQAI,0010A000002w69NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:07:33.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T17:07:33.000+0000,005OH000004oiYEYAY,2025-10-10T17:07:33.000+0000,005OH000004oiYEYAY,2025-10-10T17:07:33.000+0000,(519)546-5817,(519) 348-9873,chad.webber@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3nddYAA,False,,22987740,0030A0000029WkkQAE,0010A000002vwQaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:02:08.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T17:02:08.000+0000,005OH000004Ir1xYAC,2025-10-10T17:02:09.000+0000,005OH000004Ir1xYAC,2025-10-10T17:02:09.000+0000,(403)968-1606,,tincher@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3oOPYAY,False,,22987814,0030A00000BKHHHQA5,0010A00000BuekXQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:03:44.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T17:03:44.000+0000,0050A000000XQhmQAG,2025-10-10T17:03:44.000+0000,0050A000000XQhmQAG,2025-10-10T17:03:44.000+0000,(709)673-8723,,kbinsurancesolutions@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3pPJYAY,False,,22987914,003OH00000MOyePYAT,001OH00000RChPxYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:05:53.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:05:53.000+0000,005OH000003ds0PYAQ,2025-10-10T17:05:54.000+0000,005OH000003ds0PYAQ,2025-10-10T17:05:54.000+0000,(437)449-9937,,kblife108@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3ph3YAA,False,,22987934,0030A0000029ZZBQA2,0010A000002vyoXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:06:25.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T17:06:25.000+0000,0050A000000XQhmQAG,2025-10-10T17:06:25.000+0000,0050A000000XQhmQAG,2025-10-10T17:06:25.000+0000,(709)685-7185,,bennett.kg@gmail.com,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3q5FYAQ,False,,22987972,003G0000018f6rdIAA,0010A000002wOtNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:07:09.000+0000,False,False,005OH000006owoYYAQ,2025-10-10T17:07:09.000+0000,005OH000006owoYYAQ,2025-10-10T17:07:09.000+0000,005OH000006owoYYAQ,2025-10-10T17:07:09.000+0000,(306)653-3515X4,(306) 380-4947,tammy.richmond@soterragroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3q5HYAQ,False,,22988329,0030A00000CeKXrQAN,0010A00000DFlpEQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:13:48.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:13:48.000+0000,005OH000003ds0PYAQ,2025-10-10T17:13:49.000+0000,005OH000003ds0PYAQ,2025-10-10T17:13:49.000+0000,(613)548-3031,,ajenkins@ipckingston.com,(613)548-7306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3rMLYAY,False,,22989641,0030A0000029pHNQAY,0010A000002wBllQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:37:25.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:37:25.000+0000,005OH000003ds0PYAQ,2025-10-10T17:37:25.000+0000,005OH000003ds0PYAQ,2025-10-10T17:37:25.000+0000,(613)354-2197,,amiller@fsnapanee.ca,(613)354-6861,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3sGpYAI,False,,22989752,0030A0000029q2oQAA,0010A000002wCN7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:39:10.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:39:10.000+0000,005OH000005URvxYAG,2025-10-10T17:39:10.000+0000,005OH000005URvxYAG,2025-10-10T17:39:10.000+0000,(780)489-0809,,sheila@hardyfinancial.ca,(780)489-2690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3sLaYAI,False,,22988455,0030A0000029XeHQAU,0010A000002vxBCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:15:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T17:15:59.000+0000,005OH000004Ir1xYAC,2025-10-10T17:16:00.000+0000,005OH000004Ir1xYAC,2025-10-10T17:16:00.000+0000,(403)968-4221,,npowell@ppwmi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3sYUYAY,False,,22988215,0030A0000029ey6QAA,0010A000002w3CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:11:27.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:11:27.000+0000,005OH000003ds0PYAQ,2025-10-10T17:11:28.000+0000,005OH000003ds0PYAQ,2025-10-10T17:11:28.000+0000,(705)674-1974,,guy@villeneuvefinancial.com,(705)674-0614,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3t6PYAQ,False,,22989014,0030A0000029XhTQAU,0010A000002vxEYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:26:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T17:26:01.000+0000,005OH000004Ir1xYAC,2025-10-10T17:26:01.000+0000,005OH000004Ir1xYAC,2025-10-10T17:26:01.000+0000,(825)305-2687,,blair.howell@qwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3tJLYAY,False,,22990383,003G000001td3MeIAI,001OH00000LioufYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:51:28.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T17:51:28.000+0000,0050A000001o2WeQAI,2025-10-10T17:51:28.000+0000,0050A000001o2WeQAI,2025-10-10T17:51:28.000+0000,(709) 781-3526,(709) 683-2646,cheryl@lupinplanninggroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3tccYAA,False,,22988295,0030A0000029WuEQAU,0010A000002vwZRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:13:07.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T17:13:07.000+0000,005OH000004Ir1xYAC,2025-10-10T17:13:08.000+0000,005OH000004Ir1xYAC,2025-10-10T17:13:08.000+0000,(403)284-0494,,mike.paugh@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3u2UYAQ,False,,22990063,0030A0000029oeBQAQ,0010A000002wBGJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:45:27.000+0000,False,False,005OH000006owoYYAQ,2025-10-10T17:45:27.000+0000,005OH000006owoYYAQ,2025-10-10T17:45:28.000+0000,005OH000006owoYYAQ,2025-10-10T17:45:28.000+0000,(306)384-5977,(306) 291-9501,deah@fitfinancialinc.com,(306)384-4936,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3uQbYAI,False,,22988373,0030A0000029YTeQAM,0010A000002vxtjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:14:30.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:14:30.000+0000,005OH000005URvxYAG,2025-10-10T17:14:30.000+0000,005OH000005URvxYAG,2025-10-10T17:14:30.000+0000,(403)347-9457,,afs.reddeer@telus.net,(403)347-0054,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3vT7YAI,False,,22988485,0030A0000029iDCQAY,0010A000002w5y5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:16:21.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T17:16:21.000+0000,0050A000000XQhmQAG,2025-10-10T17:16:22.000+0000,0050A000000XQhmQAG,2025-10-10T17:16:22.000+0000,(709)579-2056,,kevin@dunphymolloy.nf.net,(709)579-3309,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3wFWYAY,False,,22989520,0030A0000029aDXQAY,0010A000002vzQ5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:35:16.000+0000,False,False,0055o000001h4cFAAQ,2025-10-10T17:35:16.000+0000,0055o000001h4cFAAQ,2025-10-10T17:35:16.000+0000,0055o000001h4cFAAQ,2025-10-10T17:35:16.000+0000,(204)229-8219,,michel.derocquigny@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3wVhYAI,False,,22989516,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:35:13.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:35:13.000+0000,005OH000005URvxYAG,2025-10-10T17:35:14.000+0000,005OH000005URvxYAG,2025-10-10T17:35:14.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3yIxYAI,False,,22989076,0030A000009A8rcQAC,0010A00000A7fATQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:27:19.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:27:19.000+0000,005OH000003ds0PYAQ,2025-10-10T17:27:20.000+0000,005OH000003ds0PYAQ,2025-10-10T17:27:20.000+0000,(416)364-0181X2505,,eduardo@eccgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3yXVYAY,False,,22989719,0030A00000B3l8hQAB,0010A00000Be4FJQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:38:40.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:38:40.000+0000,005OH000003ds0PYAQ,2025-10-10T17:38:41.000+0000,005OH000003ds0PYAQ,2025-10-10T17:38:41.000+0000,(613)542-8955,Ext 155,anthony.stallone@ipcc.ca,(844)417-8286,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3ynZYAQ,False,,22988829,0030A0000029d74QAA,0010A000002w1gsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:22:43.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:22:43.000+0000,005OH000003ds0PYAQ,2025-10-10T17:22:44.000+0000,005OH000003ds0PYAQ,2025-10-10T17:22:44.000+0000,(613)549-0000,,alstephen@kos.net,(613)634-1667,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d3zRwYAI,False,,22989983,0030A0000029o2uQAA,0010A000002wAmcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:43:50.000+0000,False,False,005OH000004pk06YAA,2025-10-10T17:43:50.000+0000,005OH000004pk06YAA,2025-10-10T17:43:51.000+0000,005OH000004pk06YAA,2025-10-10T17:43:51.000+0000,(905)760-8508,(416) 809-5708,kris.svirkov@totalinsurancesolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d41n3YAA,False,,22989179,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:29:03.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:29:03.000+0000,005OH000005URvxYAG,2025-10-10T17:29:03.000+0000,005OH000005URvxYAG,2025-10-10T17:29:03.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d41qJYAQ,False,,22991420,0030A0000029VcrQAE,0010A000002vvVPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:11:21.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T18:11:21.000+0000,0055o000002DK5fAAG,2025-10-10T18:11:21.000+0000,0055o000002DK5fAAG,2025-10-10T18:11:21.000+0000,(647)288-1394X26,,philip.boland@iainvestia.ca,(416)850-5178,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d42BFYAY,False,,22989231,0035o000006tJ7dAAE,0015o000007V88AAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:30:10.000+0000,False,False,005OH000001cCPNYA2,2025-10-10T17:30:10.000+0000,005OH000001cCPNYA2,2025-10-10T17:30:11.000+0000,005OH000001cCPNYA2,2025-10-10T17:30:11.000+0000,(778)847-9440,,rita@eaglefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d42w1YAA,False,,22989326,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:31:51.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:31:51.000+0000,005OH000005URvxYAG,2025-10-10T17:31:51.000+0000,005OH000005URvxYAG,2025-10-10T17:31:51.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d42zFYAQ,False,,22989330,0030A0000029b9LQAQ,0010A000002w0BFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:31:54.000+0000,False,False,005OH000006owoYYAQ,2025-10-10T17:31:54.000+0000,005OH000006owoYYAQ,2025-10-10T17:31:55.000+0000,005OH000006owoYYAQ,2025-10-10T17:31:55.000+0000,(306)956-3590,,scott.buhler@assante.com,(306)956-3594,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d43GzYAI,False,,22989360,0030A0000029gaPQAQ,0010A000002w4apQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:32:18.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T17:32:18.000+0000,005G0000002gxxjIAA,2025-10-10T17:32:18.000+0000,005G0000002gxxjIAA,2025-10-10T17:32:18.000+0000,(514)677-4427,"(514) 483-2070 , poste 212",sessiambre@bernardfabien.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d43TxYAI,False,,22990141,0030A0000029oyaQAA,0010A000002wBXAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:46:55.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:46:55.000+0000,005OH000003ds0PYAQ,2025-10-10T17:46:55.000+0000,005OH000003ds0PYAQ,2025-10-10T17:46:55.000+0000,(613)572-1117,,custombuiltmortgages@gmail.com,(613)634-1667,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d43aLYAQ,False,,22989383,0030A0000029cTkQAI,0010A000002w1CLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:32:48.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:32:48.000+0000,005OH000005URvxYAG,2025-10-10T17:32:48.000+0000,005OH000005URvxYAG,2025-10-10T17:32:48.000+0000,(780)983-0328,,jason@excaliburplanning.com,(780)662-9030,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d43dZYAQ,False,,22989391,0030A0000029gaPQAQ,0010A000002w4apQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:32:57.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T17:32:57.000+0000,005G0000002gxxjIAA,2025-10-10T17:32:58.000+0000,005G0000002gxxjIAA,2025-10-10T17:32:58.000+0000,(514)677-4427,"(514) 483-2070 , poste 212",sessiambre@bernardfabien.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d44Y1YAI,False,,22989480,0035o000007mHDJAA2,0015o000008CyvgAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:34:31.000+0000,False,False,005G0000002gyDJIAY,2025-10-10T17:34:31.000+0000,005G0000002gyDJIAY,2025-10-10T17:34:32.000+0000,005G0000002gyDJIAY,2025-10-10T17:34:32.000+0000,(780) 409-8908,,ashley@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d44ubYAA,False,,22989525,0030A00000A0fqMQAR,0010A00000AZqfdQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:35:21.000+0000,False,False,005OH000007fgYjYAI,2025-10-10T17:35:21.000+0000,005OH000007fgYjYAI,2025-10-10T17:35:22.000+0000,005OH000007fgYjYAI,2025-10-10T17:35:22.000+0000,(418)225-6550X103,,julie.malenfant@desbonsconseils.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d45h8YAA,False,,22992120,0030A000007AAPrQAO,0010A0000081AjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:24:39.000+0000,False,False,0055o000001t1uPAAQ,2025-10-10T18:24:39.000+0000,0055o000001t1uPAAQ,2025-10-10T18:24:39.000+0000,0055o000001t1uPAAQ,2025-10-10T18:24:39.000+0000,,(647) 879-2916,jocelyn.xie@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d46GXYAY,False,,22991521,0030A0000029hSnQAI,0010A000002w5MgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:13:16.000+0000,False,False,0055o000001t1uPAAQ,2025-10-10T18:13:16.000+0000,0055o000001t1uPAAQ,2025-10-10T18:13:16.000+0000,0055o000001t1uPAAQ,2025-10-10T18:13:16.000+0000,(416)803-6260,(416) 803-6260,jingrong.dai@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d46GZYAY,False,,22992700,003G0000018f7MsIAI,0010A000002wPSXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:35:59.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T18:35:59.000+0000,0050A000001o2WeQAI,2025-10-10T18:35:59.000+0000,0050A000001o2WeQAI,2025-10-10T18:35:59.000+0000,(902)625-1100,(902) 623-0780,rodney@maritimewealth.com,(902)625-1122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d47MEYAY,False,,22990256,0030A0000029gaPQAQ,0010A000002w4apQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:49:13.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T17:49:13.000+0000,005G0000002gxxjIAA,2025-10-10T17:49:13.000+0000,005G0000002gxxjIAA,2025-10-10T17:49:13.000+0000,(514)677-4427,"(514) 483-2070 , poste 212",sessiambre@bernardfabien.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d47neYAA,False,,22989927,0030A0000029ooFQAQ,0010A000002wBPFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:42:46.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:42:46.000+0000,005OH000003ds0PYAQ,2025-10-10T17:42:46.000+0000,005OH000003ds0PYAQ,2025-10-10T17:42:46.000+0000,(705)380-3095,,blake@mahonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d49RHYAY,False,,22991073,003G000001IkUyXIAV,0010A000002wSBWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:04:49.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T18:04:49.000+0000,005G0000002gxxjIAA,2025-10-10T18:04:49.000+0000,005G0000002gxxjIAA,2025-10-10T18:04:49.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d49hNYAQ,False,,22989999,0035o000005jrBCAAY,0015o000006IYXtAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:44:13.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:44:13.000+0000,005OH000005URvxYAG,2025-10-10T17:44:13.000+0000,005OH000005URvxYAG,2025-10-10T17:44:13.000+0000,(780)662-3465,,mmills@thorinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d49kbYAA,False,,22990014,0030A0000029o3pQAA,0010A000002wAnIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:44:25.000+0000,False,False,005OH000003ds0PYAQ,2025-10-10T17:44:25.000+0000,005OH000003ds0PYAQ,2025-10-10T17:44:25.000+0000,005OH000003ds0PYAQ,2025-10-10T17:44:25.000+0000,(705)927-5120,,bmccrae.cpa@gmail.com,(705)742-4780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4A8oYAE,False,,22990268,0035o000006GUTqAAO,0015o000006ld9WAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:49:32.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:49:32.000+0000,005OH000005URvxYAG,2025-10-10T17:49:32.000+0000,005OH000005URvxYAG,2025-10-10T17:49:32.000+0000,(780)903-3773,,carrie@ascendantfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4ANPYA2,False,,22992108,0030A0000029h5fQAA,0010A000002w51UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:24:22.000+0000,False,False,0055o000001h4cFAAQ,2025-10-10T18:24:22.000+0000,0055o000001h4cFAAQ,2025-10-10T18:24:22.000+0000,0055o000001h4cFAAQ,2025-10-10T18:24:22.000+0000,(204)877-3541,,tylerhenderson@andrewagencies.com,(204)877-3331,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4AtaYAE,False,,22990475,0030A000004JqhqQAC,0010A0000054tqoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:53:23.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T17:53:23.000+0000,005G0000002gxxjIAA,2025-10-10T17:53:23.000+0000,005G0000002gxxjIAA,2025-10-10T17:53:23.000+0000,(514)827-8646,,jean.roy@davidforest.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4BKzYAM,False,,22990135,0035o000007WVFtAAO,0015o000008CzxmAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:46:48.000+0000,False,False,005OH000001cCPNYA2,2025-10-10T17:46:48.000+0000,005OH000001cCPNYA2,2025-10-10T17:46:49.000+0000,005OH000001cCPNYA2,2025-10-10T17:46:49.000+0000,(778)298-8029,(604) 306-8029,brad@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4CDpYAM,False,,22990207,0035o0000062vFRAAY,0015o000006bWYPAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:48:18.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:48:18.000+0000,005OH000005URvxYAG,2025-10-10T17:48:18.000+0000,005OH000005URvxYAG,2025-10-10T17:48:18.000+0000,(587)581-2634,,faywan@hotmail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4CP9YAM,False,,22991339,0030A0000029VYtQAM,0010A000002vvRqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:09:48.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T18:09:48.000+0000,0055o000002DK5fAAG,2025-10-10T18:09:48.000+0000,0055o000002DK5fAAG,2025-10-10T18:09:48.000+0000,(905)813-0173,,andrew@mayhewwealth.com,(905)813-0175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4D3RYAU,False,,22990308,003G0000018f7D3IAI,0010A000002wPH0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:50:05.000+0000,False,False,0055o000001fOwHAAU,2025-10-10T17:50:05.000+0000,0055o000001fOwHAAU,2025-10-10T17:50:06.000+0000,0055o000001fOwHAAU,2025-10-10T17:50:06.000+0000,(905)890-8888,(416) 605-3650,dinesh@divinefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4D55YAE,False,,22992095,0030A0000029UxSQAU,0010A000002vv0CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:24:16.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T18:24:16.000+0000,005OH000004oiYEYAY,2025-10-10T18:24:16.000+0000,005OH000004oiYEYAY,2025-10-10T18:24:16.000+0000,(519)759-5851,(519) 761-0355,connor.novak@iaprivatewealth.ca,(519)759-3312,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4EU9YAM,False,,22990456,003OH000008BVDjYAO,001OH000009yeNKYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:52:50.000+0000,False,False,005OH000005URvxYAG,2025-10-10T17:52:50.000+0000,005OH000005URvxYAG,2025-10-10T17:52:50.000+0000,005OH000005URvxYAG,2025-10-10T17:52:50.000+0000,(780)983-0080,,bailey@titanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4EZ7YAM,False,,22992778,003OH000003dRLKYA2,001OH000004Zc0FYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:37:34.000+0000,False,False,005OH00000865wTYAQ,2025-10-10T18:37:34.000+0000,005OH00000865wTYAQ,2025-10-10T18:37:34.000+0000,005OH00000865wTYAQ,2025-10-10T18:37:34.000+0000,(403)826-2797,,rtoews@bridgelinewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4FOdYAM,False,,22991179,0030A000002ANJVQA4,0010A000002wu2GQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:06:44.000+0000,False,False,0055o000001NWfMAAW,2025-10-10T18:06:44.000+0000,0055o000001NWfMAAW,2025-10-10T18:06:44.000+0000,0055o000001NWfMAAW,2025-10-10T18:06:44.000+0000,(905)479-5806,2895008193,louiemandy04@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4FV9YAM,False,,22993041,003G0000018f6q4IAA,0010A000002wOrnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:42:28.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T18:42:28.000+0000,0050A000001o2WeQAI,2025-10-10T18:42:28.000+0000,0050A000001o2WeQAI,2025-10-10T18:42:28.000+0000,(506)457-4444X1,(506) 471-6693,michael.haggerty@lsfg.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4Gm5YAE,False,,22990648,0035o000004POrCAAW,0015o000004yXzHAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:56:58.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T17:56:58.000+0000,005G0000002gxxjIAA,2025-10-10T17:56:59.000+0000,005G0000002gxxjIAA,2025-10-10T17:56:59.000+0000,(438)373-9843,,lajoiemathieu50@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4HGjYAM,False,,22990688,0030A0000029lquQAA,0010A000002w8v3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T17:57:40.000+0000,False,False,005OH000006owoYYAQ,2025-10-10T17:57:40.000+0000,005OH000006owoYYAQ,2025-10-10T17:57:40.000+0000,005OH000006owoYYAQ,2025-10-10T17:57:40.000+0000,(306)931-7696,,dschroeder@sasktel.net,(306)227-4925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4HQTYA2,False,,22991923,0031600002cvoXUAAY,0015o0000040JAeAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:20:58.000+0000,False,False,005OH000001cCPNYA2,2025-10-10T18:20:58.000+0000,005OH000001cCPNYA2,2025-10-10T18:20:58.000+0000,005OH000001cCPNYA2,2025-10-10T18:20:58.000+0000,(778)559-2414,,danielle@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4Ir7YAE,False,,22990886,0030A0000029nGtQAI,0010A000002wA9hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:01:17.000+0000,False,False,005OH000005URvxYAG,2025-10-10T18:01:17.000+0000,005OH000005URvxYAG,2025-10-10T18:01:17.000+0000,005OH000005URvxYAG,2025-10-10T18:01:17.000+0000,(403)346-7593,,dbrookfinancialservices@gmail.com,(403)346-7593,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4JC6YAM,False,,22991270,0030A0000029VV6QAM,0010A000002vvOHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:08:23.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T18:08:23.000+0000,0055o000002DK5fAAG,2025-10-10T18:08:24.000+0000,0055o000002DK5fAAG,2025-10-10T18:08:24.000+0000,(416)412-8031,,m.cornacchia@6pointwealth.com,(416)412-8054,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4L5uYAE,False,,22992215,003G000001ARbJdIAL,0010A000002wQC4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:26:11.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T18:26:11.000+0000,0050A000001o2WeQAI,2025-10-10T18:26:11.000+0000,0050A000001o2WeQAI,2025-10-10T18:26:11.000+0000,(709) 757-4229,(709) 687-6149,info@judymaloneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4LiXYAU,False,,22991117,0030A0000029m83QAA,0010A000002w98UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:05:38.000+0000,False,False,0050A000000XQhmQAG,2025-10-10T18:05:38.000+0000,0050A000000XQhmQAG,2025-10-10T18:05:38.000+0000,0050A000000XQhmQAG,2025-10-10T18:05:38.000+0000,(709)589-8503,,kevin.noel709@pm.me,(709)596-4141,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4MMsYAM,False,,22991510,003G0000018f7lsIAA,0010A000002wPsLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:13:04.000+0000,False,False,005OH000001cCPNYA2,2025-10-10T18:13:04.000+0000,005OH000001cCPNYA2,2025-10-10T18:13:04.000+0000,005OH000001cCPNYA2,2025-10-10T18:13:04.000+0000,(250)860-8389,,tsorensen@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4P6HYAU,False,,22994834,0030A0000029Y24QAE,0010A000002vxXhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:18:43.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T19:18:43.000+0000,005OH000004Ir1xYAC,2025-10-10T19:18:44.000+0000,005OH000004Ir1xYAC,2025-10-10T19:18:44.000+0000,(403)252-8800,,mark@portfoliostrategies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4Q0fYAE,False,,22991617,0030A0000029W1ZQAU,0010A000002vvsMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:15:00.000+0000,False,False,0055o000002DK5fAAG,2025-10-10T18:15:00.000+0000,0055o000002DK5fAAG,2025-10-10T18:15:00.000+0000,0055o000002DK5fAAG,2025-10-10T18:15:00.000+0000,(416)629-3920,,dennisbee2009@gmail.com,(416)490-1688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4Q5WYAU,False,,22991837,0030A0000029jMIQAY,0010A000002w6t5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:19:14.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T18:19:14.000+0000,005OH000004oiYEYAY,2025-10-10T18:19:14.000+0000,005OH000004oiYEYAY,2025-10-10T18:19:14.000+0000,(519)438-4813,,david@rdfinancialsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4QBzYAM,False,,22991697,0030A0000029ZJeQAM,0010A000002vyciQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:16:29.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T18:16:29.000+0000,005OH000004oiYEYAY,2025-10-10T18:16:30.000+0000,005OH000004oiYEYAY,2025-10-10T18:16:30.000+0000,(519)287-2955,,mccoll@mccollfinancial.com,(519)287-3206,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4QFBYA2,False,,22991649,003OH000005pFzrYAE,001OH000007HSyPYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:15:35.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T18:15:35.000+0000,0050A000001o2WeQAI,2025-10-10T18:15:35.000+0000,0050A000001o2WeQAI,2025-10-10T18:15:35.000+0000,(506)337-5806,,nicolas@nfservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4QVJYA2,False,,22991676,003G0000018f7AmIAI,0010A000002wPElQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:16:09.000+0000,False,False,005OH000001cCPNYA2,2025-10-10T18:16:09.000+0000,005OH000001cCPNYA2,2025-10-10T18:16:09.000+0000,005OH000001cCPNYA2,2025-10-10T18:16:09.000+0000,(250)516-5758,,mike@gainingaltitudefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4TrQYAU,False,,22992511,0030A0000029Vg9QAE,0010A000002vvYSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:31:48.000+0000,False,False,005OH000005URvxYAG,2025-10-10T18:31:48.000+0000,005OH000005URvxYAG,2025-10-10T18:31:48.000+0000,005OH000005URvxYAG,2025-10-10T18:31:48.000+0000,(780)395-9494,,dipak@auminsurance.ca,(780)395-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4VjZYAU,False,,22993742,0035o000006bHY9AAM,0015o000007AIQ4AAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:56:38.000+0000,False,False,005OH000005URvxYAG,2025-10-10T18:56:38.000+0000,005OH000005URvxYAG,2025-10-10T18:56:38.000+0000,005OH000005URvxYAG,2025-10-10T18:56:38.000+0000,(780)965-6744,,royalstar17@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4XDTYA2,False,,22993211,0030A000008VSVLQA4,0010A000009PiAnQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:46:00.000+0000,False,False,005OH000001cCPNYA2,2025-10-10T18:46:00.000+0000,005OH000001cCPNYA2,2025-10-10T18:46:01.000+0000,005OH000001cCPNYA2,2025-10-10T18:46:01.000+0000,(250)731-9455,,michelle@michellecheethamfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4ZX1YAM,False,,22993531,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:52:11.000+0000,False,False,005OH000005URvxYAG,2025-10-10T18:52:11.000+0000,005OH000005URvxYAG,2025-10-10T18:52:11.000+0000,005OH000005URvxYAG,2025-10-10T18:52:11.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4ZaMYAU,False,,22995805,0030A00000C6zE9QAJ,0010A00000ChLmlQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:38:30.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T19:38:30.000+0000,0050A000001o2WeQAI,2025-10-10T19:38:30.000+0000,0050A000001o2WeQAI,2025-10-10T19:38:30.000+0000,(506)622-9008,,smyles@mgfg.ca,(506)622-9009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4ZiJYAU,False,,22993243,0030A0000029lWsQAI,0010A000002w8gkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:46:43.000+0000,False,False,005OH000004pk06YAA,2025-10-10T18:46:43.000+0000,005OH000004pk06YAA,2025-10-10T18:46:44.000+0000,005OH000004pk06YAA,2025-10-10T18:46:44.000+0000,(416)240-9545,416-219-0222,joe@tailoredprotection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4ZwrYAE,False,,22994341,0030A0000029ln4QAA,0010A000002w8sBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:08:33.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T19:08:33.000+0000,005OH000004oiYEYAY,2025-10-10T19:08:34.000+0000,005OH000004oiYEYAY,2025-10-10T19:08:34.000+0000,(519)578-2591,519-658-7752,clisi@ipckitchener.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4aRSYAY,False,,22992933,003G0000018f7jbIAA,0010A000002wPpzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:40:33.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T18:40:33.000+0000,0050A000001o2WeQAI,2025-10-10T18:40:34.000+0000,0050A000001o2WeQAI,2025-10-10T18:40:34.000+0000,(709) 722-6160,(709) 690-7890,frances.young@fyfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4b0vYAA,False,,22992776,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:37:33.000+0000,False,False,0050A000000Hq5PQAS,2025-10-10T18:37:33.000+0000,0050A000000Hq5PQAS,2025-10-10T18:37:33.000+0000,0050A000000Hq5PQAS,2025-10-10T18:37:34.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4b5wYAA,False,,22996852,003G0000018f6eIIAQ,0010A000002wOcKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:00:47.000+0000,False,False,0055o000001t1uPAAQ,2025-10-10T20:00:47.000+0000,0055o000001t1uPAAQ,2025-10-10T20:00:47.000+0000,0055o000001t1uPAAQ,2025-10-10T20:00:47.000+0000,(416)705-3617,(416) 705-3617,rocco@romualdifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4biTYAQ,False,,22992831,0030A0000029nXKQAY,0010A000002wANsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:38:33.000+0000,False,False,005OH000005URvxYAG,2025-10-10T18:38:33.000+0000,005OH000005URvxYAG,2025-10-10T18:38:33.000+0000,005OH000005URvxYAG,2025-10-10T18:38:33.000+0000,(780)236-1913,,mwolff730@gmail.com,(780)628-7341,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4c8JYAQ,False,,22993962,0030A0000029l1uQAA,0010A000002w8EtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:01:17.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T19:01:17.000+0000,005OH000004oiYEYAY,2025-10-10T19:01:17.000+0000,005OH000004oiYEYAY,2025-10-10T19:01:17.000+0000,(519)275-2424,,shaun@stratfordfinancialplanning.com,(519)489-2880,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4c9tYAA,False,,22992877,0030A0000092gnLQAQ,0010A000009zMSrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:39:24.000+0000,False,False,005OH00000865wTYAQ,2025-10-10T18:39:24.000+0000,005OH00000865wTYAQ,2025-10-10T18:39:24.000+0000,005OH00000865wTYAQ,2025-10-10T18:39:24.000+0000,(780)431-0527,,tanya.grace@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4cBVYAY,False,,22992880,0031600002ZVY4FAAX,0010A000002wOGDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:39:26.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T18:39:26.000+0000,0050A000001o2WeQAI,2025-10-10T18:39:27.000+0000,0050A000001o2WeQAI,2025-10-10T18:39:27.000+0000,(709)749-6791,(709) 749-6791,scott@scottrandellfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4d4LYAQ,False,,22992966,0030A0000029XsEQAU,0010A000002vxOVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:41:12.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T18:41:12.000+0000,005OH000004Ir1xYAC,2025-10-10T18:41:13.000+0000,005OH000004Ir1xYAC,2025-10-10T18:41:13.000+0000,(403)253-4840,,rob.bisson@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4dVmYAI,False,,22994279,0030A0000029ln4QAA,0010A000002w8sBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:07:11.000+0000,False,False,005OH000004oiYEYAY,2025-10-10T19:07:11.000+0000,005OH000004oiYEYAY,2025-10-10T19:07:11.000+0000,005OH000004oiYEYAY,2025-10-10T19:07:11.000+0000,(519)578-2591,519-658-7752,clisi@ipckitchener.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4dZ0YAI,False,,22993232,003G0000018f7nJIAQ,0010A000002wPtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:46:30.000+0000,False,False,0050A000000Hq5PQAS,2025-10-10T18:46:30.000+0000,0050A000000Hq5PQAS,2025-10-10T18:46:30.000+0000,0050A000000Hq5PQAS,2025-10-10T18:46:30.000+0000,(705)749-6776,,laura.boden@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4eA5YAI,False,,22993067,0030A0000029XxrQAE,0010A000002vxTjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:42:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T18:42:55.000+0000,005OH000004Ir1xYAC,2025-10-10T18:42:55.000+0000,005OH000004Ir1xYAC,2025-10-10T18:42:55.000+0000,(403)717-0733,,agiga@assante.com,(403)717-0727,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4hKrYAI,False,,22993396,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:49:30.000+0000,False,False,0050A000000Hq5PQAS,2025-10-10T18:49:30.000+0000,0050A000000Hq5PQAS,2025-10-10T18:49:30.000+0000,0050A000000Hq5PQAS,2025-10-10T18:49:30.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4hPhYAI,False,,22993402,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:49:38.000+0000,False,False,005OH000005URvxYAG,2025-10-10T18:49:38.000+0000,005OH000005URvxYAG,2025-10-10T18:49:38.000+0000,005OH000005URvxYAG,2025-10-10T18:49:38.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4i8sYAA,False,,22993502,0031600002WuRFbAAN,0010A000002wO8ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:51:33.000+0000,False,False,0050A000000Hq5PQAS,2025-10-10T18:51:33.000+0000,0050A000000Hq5PQAS,2025-10-10T18:51:34.000+0000,0050A000000Hq5PQAS,2025-10-10T18:51:34.000+0000,(905)767-2964X102,(416) 880-2127,amar@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4kidYAA,False,,22995854,003OH00000VeETuYAN,001OH00000cbImlYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:39:15.000+0000,False,False,005OH00000865wTYAQ,2025-10-10T19:39:15.000+0000,005OH00000865wTYAQ,2025-10-10T19:39:16.000+0000,005OH00000865wTYAQ,2025-10-10T19:39:16.000+0000,(780)449-1536,,mark.ringrose@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4lZlYAI,False,,22993812,003OH000009ZxcpYAC,001OH00000BdMs4YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T18:58:15.000+0000,False,False,005OH000005URvxYAG,2025-10-10T18:58:15.000+0000,005OH000005URvxYAG,2025-10-10T18:58:15.000+0000,005OH000005URvxYAG,2025-10-10T18:58:15.000+0000,(306)502-1060,,insuredbyaashish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4m4TYAQ,False,,22996594,0035o000007mHDJAA2,0015o000008CyvgAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:55:10.000+0000,False,False,005G0000002gyDJIAY,2025-10-10T19:55:10.000+0000,005G0000002gyDJIAY,2025-10-10T19:55:10.000+0000,005G0000002gyDJIAY,2025-10-10T19:55:10.000+0000,(780) 409-8908,,ashley@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4nyHYAQ,False,,22997018,0030A0000029XYvQAM,0010A000002vx6nQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:04:55.000+0000,False,False,005G0000002gxxjIAA,2025-10-10T20:04:55.000+0000,005G0000002gxxjIAA,2025-10-10T20:04:55.000+0000,005G0000002gxxjIAA,2025-10-10T20:04:55.000+0000,(450)973-2333,(514) 830-1796,benoit.mcduff@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4pARYAY,False,,22996050,0030A000008UU5aQAG,0010A000009OfevQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:42:57.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T19:42:57.000+0000,0050A000001o2WeQAI,2025-10-10T19:42:58.000+0000,0050A000001o2WeQAI,2025-10-10T19:42:58.000+0000,(506)634-7300,(506) 440-3876,travis.branscombe@lsfg.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4ptWYAQ,False,,22995381,0030A0000029YCRQA2,0010A000002vxhkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:29:41.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T19:29:41.000+0000,005OH000004Ir1xYAC,2025-10-10T19:29:41.000+0000,005OH000004Ir1xYAC,2025-10-10T19:29:41.000+0000,(403)903-2898,,wescaninsurance@gmail.com,(866)611-6631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4qpbYAA,False,,22995901,0030A000005OsbTQAS,0010A0000084ADkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:40:07.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T19:40:07.000+0000,0050A000001o2WeQAI,2025-10-10T19:40:07.000+0000,0050A000001o2WeQAI,2025-10-10T19:40:07.000+0000,(709)639-1476,(709) 639-1476,robflynn@oculuspw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4rgoYAA,False,,22994765,003OH00000KycBmYAJ,001OH00000Pa8QdYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:17:06.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T19:17:06.000+0000,0050A000001o2WeQAI,2025-10-10T19:17:06.000+0000,0050A000001o2WeQAI,2025-10-10T19:17:06.000+0000,(204)509-8417,,weinansun@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4rk2YAA,False,,22995062,0030A0000029Y3xQAE,0010A000002vxZfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:23:28.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T19:23:28.000+0000,005OH000004Ir1xYAC,2025-10-10T19:23:28.000+0000,005OH000004Ir1xYAC,2025-10-10T19:23:28.000+0000,(403)317-4304,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4s3QYAQ,False,,22995676,003OH00000HMDHoYAP,001OH00000LP3DAYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:35:50.000+0000,False,False,005OH000005URvxYAG,2025-10-10T19:35:50.000+0000,005OH000005URvxYAG,2025-10-10T19:35:50.000+0000,005OH000005URvxYAG,2025-10-10T19:35:50.000+0000,(780)504-7386,,dan@paradigmshiftfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4uMwYAI,False,,22994791,0030A0000029XxtQAE,0010A000002vxTlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:17:47.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T19:17:47.000+0000,005OH000004Ir1xYAC,2025-10-10T19:17:47.000+0000,005OH000004Ir1xYAC,2025-10-10T19:17:47.000+0000,(403)970-6275,,steve@canadastrategic.com,(403)456-0192,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4uN2YAI,False,,22996760,0030A0000029YLsQAM,0010A000002vxneQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:58:51.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T19:58:51.000+0000,005OH000004Ir1xYAC,2025-10-10T19:58:51.000+0000,005OH000004Ir1xYAC,2025-10-10T19:58:51.000+0000,(403)313-4518,,tony@stirlingbenefitplans.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4vfZYAQ,False,,22994936,0030A0000029Y3uQAE,0010A000002vxZcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:20:46.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T19:20:46.000+0000,005OH000004Ir1xYAC,2025-10-10T19:20:46.000+0000,005OH000004Ir1xYAC,2025-10-10T19:20:46.000+0000,(403)220-9808,,robert.nicholson@manulifesecurities.ca,(403)520-2179,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4wVCYAY,False,,22995276,0035o0000061e74AAA,0015o000006aEusAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:27:38.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T19:27:38.000+0000,005OH000004Ir1xYAC,2025-10-10T19:27:39.000+0000,005OH000004Ir1xYAC,2025-10-10T19:27:39.000+0000,(780)448-1988,,dwayne.johnson@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4wbeYAA,False,,22995550,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-10-10T19:33:08.000+0000,0050A000000Hq5PQAS,2025-10-10T19:35:03.000+0000,0050A000000Hq5PQAS,2025-10-10T19:35:03.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4x1UYAQ,False,,22995646,003G0000018f7Q8IAI,0010A000002wPWXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:35:17.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T19:35:17.000+0000,0055o000002KxaMAAS,2025-10-10T19:35:18.000+0000,0055o000002KxaMAAS,2025-10-10T19:35:18.000+0000,(403) 689-4824,,kevin.rome@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4xavYAA,False,,22995112,0030A000005lfQpQAI,0010A000006W4BYQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:24:13.000+0000,False,False,0055o000001t1uPAAQ,2025-10-10T19:24:13.000+0000,0055o000001t1uPAAQ,2025-10-10T19:24:13.000+0000,0055o000001t1uPAAQ,2025-10-10T19:24:13.000+0000,(416)900-2359,(647) 877-2778,joseph.goldrock@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4yn8YAA,False,,22995269,003G0000018f6blIAA,0010A000002wOZ3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:27:27.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T19:27:27.000+0000,0050A000001o2WeQAI,2025-10-10T19:27:28.000+0000,0050A000001o2WeQAI,2025-10-10T19:27:28.000+0000,(902)561-0532,(902) 561-0532,charles.aboud@fffpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d4yyXYAQ,False,,22997617,003G0000018f7SHIAY,0010A000002wPYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:19:16.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T20:19:16.000+0000,0055o000002KxaMAAS,2025-10-10T20:19:16.000+0000,0055o000002KxaMAAS,2025-10-10T20:19:16.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d50CDYAY,False,,22995363,003OH00000VeETtYAN,001OH00000cbImkYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:29:20.000+0000,False,False,005OH00000865wTYAQ,2025-10-10T19:29:20.000+0000,005OH00000865wTYAQ,2025-10-10T19:29:20.000+0000,005OH00000865wTYAQ,2025-10-10T19:29:20.000+0000,(780)448-1988,,elton.davidge@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d511pYAA,False,,22995458,0030A0000029YE1QAM,0010A000002vxj0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:31:25.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T19:31:25.000+0000,005OH000004Ir1xYAC,2025-10-10T19:31:26.000+0000,005OH000004Ir1xYAC,2025-10-10T19:31:26.000+0000,(403)266-0501,,scott.bonertz@raymondjames.ca,(403)266-0508,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d52fVYAQ,False,,22997553,0035o000007mHDJAA2,0015o000008CyvgAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:17:30.000+0000,False,False,005G0000002gyDJIAY,2025-10-10T20:17:30.000+0000,005G0000002gyDJIAY,2025-10-10T20:17:30.000+0000,005G0000002gyDJIAY,2025-10-10T20:17:30.000+0000,(780) 409-8908,,ashley@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d52ifYAA,False,,22995615,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:34:36.000+0000,False,False,005OH000005URvxYAG,2025-10-10T19:34:36.000+0000,005OH000005URvxYAG,2025-10-10T19:34:37.000+0000,005OH000005URvxYAG,2025-10-10T19:34:37.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d53mqYAA,False,,22996863,0030A0000029YWBQA2,0010A000002vxvIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:01:04.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T20:01:04.000+0000,005OH000004Ir1xYAC,2025-10-10T20:01:04.000+0000,005OH000004Ir1xYAC,2025-10-10T20:01:04.000+0000,(403)265-9770,,perry.petz@lfs.ca,(403)265-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d53rdYAA,False,,22995749,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:37:30.000+0000,False,False,0055o000001fOwHAAU,2025-10-10T19:37:30.000+0000,0055o000001fOwHAAU,2025-10-10T19:37:31.000+0000,0055o000001fOwHAAU,2025-10-10T19:37:31.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d55rsYAA,False,,22997403,003G000001F60XLIAZ,0010A000002wS6oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:13:30.000+0000,False,False,005OH000001cCPNYA2,2025-10-10T20:13:30.000+0000,005OH000001cCPNYA2,2025-10-10T20:13:31.000+0000,005OH000001cCPNYA2,2025-10-10T20:13:31.000+0000,(604)921-4048,(604) 346-9440,tiziana@eaglefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d56MVYAY,False,,22996324,0030A000008wOiXQAU,0010A000009rXUUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:48:56.000+0000,False,False,0050A000001o2WeQAI,2025-10-10T19:48:56.000+0000,0050A000001o2WeQAI,2025-10-10T19:48:56.000+0000,0050A000001o2WeQAI,2025-10-10T19:48:56.000+0000,(902)233-5267,,colinwt@hotmail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d57C5YAI,False,,22996079,003OH000001U7jTYAS,001OH000001mKLpYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T19:43:37.000+0000,False,False,005OH00000865wTYAQ,2025-10-10T19:43:37.000+0000,005OH00000865wTYAQ,2025-10-10T19:43:37.000+0000,005OH00000865wTYAQ,2025-10-10T19:43:37.000+0000,(587)456-0365,,laura.brown@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d58BRYAY,False,,22997936,0031600002a80siAAA,0010A000008jSknQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:27:51.000+0000,False,False,005OH000006owoYYAQ,2025-10-10T20:27:51.000+0000,005OH000006owoYYAQ,2025-10-10T20:27:52.000+0000,005OH000006owoYYAQ,2025-10-10T20:27:52.000+0000,(306)763-4712,(306) 961-2560,tmckay@fnislp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5AbPYAU,False,,22997509,003G0000018f6q2IAA,0010A000002wOrlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:16:22.000+0000,False,False,005OH000001cCPNYA2,2025-10-10T20:16:22.000+0000,005OH000001cCPNYA2,2025-10-10T20:16:22.000+0000,005OH000001cCPNYA2,2025-10-10T20:16:22.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5BilYAE,False,,22997196,003G0000018f79nIAA,0010A000002wPD6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:08:39.000+0000,False,False,0055o000001t1uPAAQ,2025-10-10T20:08:39.000+0000,0055o000001t1uPAAQ,2025-10-10T20:08:39.000+0000,0055o000001t1uPAAQ,2025-10-10T20:08:39.000+0000,(416)722-4794,(416) 722-4794,shawn@prizemanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5BkNYAU,False,,22999001,0030A0000029YrEQAU,0010A000002vyD7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:00:35.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T21:00:35.000+0000,005OH000004Ir1xYAC,2025-10-10T21:00:36.000+0000,005OH000004Ir1xYAC,2025-10-10T21:00:36.000+0000,(403)804-6688,,safetyfinancial@yahoo.ca,(403)282-6507,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5D4cYAE,False,,22997090,003G0000018f79nIAA,0010A000002wPD6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:06:30.000+0000,False,False,0055o000001t1uPAAQ,2025-10-10T20:06:30.000+0000,0055o000001t1uPAAQ,2025-10-10T20:06:31.000+0000,0055o000001t1uPAAQ,2025-10-10T20:06:31.000+0000,(416)722-4794,(416) 722-4794,shawn@prizemanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5DfjYAE,False,,22998542,0030A0000064FCvQAM,0010A000006oralQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:45:59.000+0000,False,False,0055o000001NWfMAAW,2025-10-10T20:45:59.000+0000,0055o000001NWfMAAW,2025-10-10T20:45:59.000+0000,0055o000001NWfMAAW,2025-10-10T20:45:59.000+0000,(514)621-7073,,hao.financial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5EjtYAE,False,,22997913,0030A000003pl49QAA,0010A000009AV5OQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:27:17.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T20:27:17.000+0000,0055o000002KxaMAAS,2025-10-10T20:27:17.000+0000,0055o000002KxaMAAS,2025-10-10T20:27:17.000+0000,(587)894-2099,,kslana@claritybenefitsgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5GYqYAM,False,,22999948,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:37:19.000+0000,False,False,005OH000005URvxYAG,2025-10-10T21:37:19.000+0000,005OH000005URvxYAG,2025-10-10T21:37:19.000+0000,005OH000005URvxYAG,2025-10-10T21:37:19.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5Ku6YAE,False,,22997811,0031600002a80siAAA,0010A000008jSknQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:24:20.000+0000,False,False,005OH000006owoYYAQ,2025-10-10T20:24:20.000+0000,005OH000006owoYYAQ,2025-10-10T20:24:20.000+0000,005OH000006owoYYAQ,2025-10-10T20:24:20.000+0000,(306)763-4712,(306) 961-2560,tmckay@fnislp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5LOkYAM,False,,22998754,003G0000018f6SOIAY,0010A000002wOOjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:52:40.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T20:52:40.000+0000,0055o000002KxaMAAS,2025-10-10T20:52:41.000+0000,0055o000002KxaMAAS,2025-10-10T20:52:41.000+0000,(403)380-5085,,joe@talericofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5PXBYA2,False,,22998211,003G0000018f7QBIAY,0010A000002wPWaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:36:12.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T20:36:12.000+0000,0055o000002KxaMAAS,2025-10-10T20:36:13.000+0000,0055o000002KxaMAAS,2025-10-10T20:36:13.000+0000,(403) 266-5509,(403) 681-3250,jean@watermarkbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5PtmYAE,False,,22998357,003G0000018f7QBIAY,0010A000002wPWaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:40:31.000+0000,False,False,0055o000002KxaMAAS,2025-10-10T20:40:31.000+0000,0055o000002KxaMAAS,2025-10-10T20:40:31.000+0000,0055o000002KxaMAAS,2025-10-10T20:40:31.000+0000,(403) 266-5509,(403) 681-3250,jean@watermarkbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5RE7YAM,False,,23000091,0030A0000029aotQAA,0010A000002vzsjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:44:30.000+0000,False,False,005OH000005URvxYAG,2025-10-10T21:44:30.000+0000,005OH000005URvxYAG,2025-10-10T21:44:30.000+0000,005OH000005URvxYAG,2025-10-10T21:44:30.000+0000,(780)487-7903,,dan@dandeanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5RvgYAE,False,,23000206,0030A0000029ashQAA,0010A000002vzwNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:50:05.000+0000,False,False,005OH000002iJPDYA2,2025-10-10T21:50:05.000+0000,005OH000002iJPDYA2,2025-10-10T21:50:05.000+0000,005OH000002iJPDYA2,2025-10-10T21:50:05.000+0000,(604)261-2123,(604) 319-0689,zymin23@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5STYYA2,False,,23000275,0030A000006Q2IMQA0,0010A000007BNrVQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:53:38.000+0000,False,False,005OH000005URvxYAG,2025-10-10T21:53:38.000+0000,005OH000005URvxYAG,2025-10-10T21:53:39.000+0000,005OH000005URvxYAG,2025-10-10T21:53:39.000+0000,(780)235-7957,(780) 235-7957,jairus@wealthverse.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5T6DYAU,False,,22999788,0030A0000029YrnQAE,0010A000002vyDgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:30:27.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T21:30:27.000+0000,005OH000004Ir1xYAC,2025-10-10T21:30:28.000+0000,005OH000004Ir1xYAC,2025-10-10T21:30:28.000+0000,(403)870-2228,,marnie@mosbyins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5TKfYAM,False,,22998609,0035o000007Q2h8AAC,0015o0000086fBFAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:47:51.000+0000,False,False,0055o000001t1uPAAQ,2025-10-10T20:47:51.000+0000,0055o000001t1uPAAQ,2025-10-10T20:47:51.000+0000,0055o000001t1uPAAQ,2025-10-10T20:47:51.000+0000,(416)543-2088,,leung.cheung.yiu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5TnnYAE,False,,22999888,0030A0000029WTiQAM,0010A000002vwCHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:35:05.000+0000,False,False,005OH000006owoYYAQ,2025-10-10T21:35:05.000+0000,005OH000006owoYYAQ,2025-10-10T21:35:05.000+0000,005OH000006owoYYAQ,2025-10-10T21:35:05.000+0000,(306)228-8435,,mawbey4@sasktel.net,(306)228-3404,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5W7FYAU,False,,22998947,0030A0000029YqJQAU,0010A000002vyCHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T20:58:46.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T20:58:46.000+0000,005OH000004Ir1xYAC,2025-10-10T20:58:46.000+0000,005OH000004Ir1xYAC,2025-10-10T20:58:46.000+0000,(403)670-8849,,marie@delauretis.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5YdnYAE,False,,23000629,0030A0000029X7GQAU,0010A000002vwmFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T22:13:34.000+0000,False,False,005OH000005URvxYAG,2025-10-10T22:13:34.000+0000,005OH000005URvxYAG,2025-10-10T22:13:34.000+0000,005OH000005URvxYAG,2025-10-10T22:13:34.000+0000,(780)424-0946,,j.rossiter@shaw.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5apEYAQ,False,,23000226,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:51:06.000+0000,False,False,005OH000005URvxYAG,2025-10-10T21:51:06.000+0000,005OH000005URvxYAG,2025-10-10T21:51:06.000+0000,005OH000005URvxYAG,2025-10-10T21:51:06.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5cXdYAI,False,,22999699,0030A0000029nRVQAY,0010A000002wAJ1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:26:55.000+0000,False,False,005OH000006owoYYAQ,2025-10-10T21:26:55.000+0000,005OH000006owoYYAQ,2025-10-10T21:26:55.000+0000,005OH000006owoYYAQ,2025-10-10T21:26:55.000+0000,(639)709-0020,,rob@harttwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5dblYAA,False,,22999832,0030A0000029Yu5QAE,0010A000002vyFoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:32:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-10T21:32:39.000+0000,005OH000004Ir1xYAC,2025-10-10T21:32:39.000+0000,005OH000004Ir1xYAC,2025-10-10T21:32:39.000+0000,(403)870-1833,(403) 870-1833,sherry.novel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5hXJYAY,False,,23000306,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T21:55:13.000+0000,False,False,005OH000005URvxYAG,2025-10-10T21:55:13.000+0000,005OH000005URvxYAG,2025-10-10T21:55:13.000+0000,005OH000005URvxYAG,2025-10-10T21:55:13.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5qypYAA,False,,23001598,003OH0000065JY3YAM,001OH000007b7MjYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T23:41:08.000+0000,False,False,005OH000002iJPDYA2,2025-10-10T23:41:08.000+0000,005OH000002iJPDYA2,2025-10-10T23:41:08.000+0000,005OH000002iJPDYA2,2025-10-10T23:41:08.000+0000,(778)922-4086,,lucasyan@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5uG4YAI,False,,23001790,0030A0000029a6DQAQ,0010A000002vzJyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-11T00:51:37.000+0000,False,False,005OH000002iJPDYA2,2025-10-11T00:51:37.000+0000,005OH000002iJPDYA2,2025-10-11T00:51:37.000+0000,005OH000002iJPDYA2,2025-10-11T00:51:37.000+0000,(778)319-0518,(778) 319-0518,grace9696@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5v8uYAA,False,,23001614,003OH0000065JY3YAM,001OH000007b7MjYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T23:43:46.000+0000,False,False,005OH000002iJPDYA2,2025-10-10T23:43:46.000+0000,005OH000002iJPDYA2,2025-10-10T23:43:47.000+0000,005OH000002iJPDYA2,2025-10-10T23:43:47.000+0000,(778)922-4086,,lucasyan@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5vTrYAI,False,,23001623,003OH00000QSn8UYAT,001OH00000WCHW5YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T23:44:36.000+0000,False,False,005OH000002iJPDYA2,2025-10-10T23:44:36.000+0000,005OH000002iJPDYA2,2025-10-10T23:44:36.000+0000,005OH000002iJPDYA2,2025-10-10T23:44:36.000+0000,(778)855-2592,,deolee989@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5wrKYAQ,False,,23001808,0030A0000029XttQAE,0010A000002vxPlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-11T01:04:59.000+0000,False,False,005OH000002iJPDYA2,2025-10-11T01:04:59.000+0000,005OH000002iJPDYA2,2025-10-11T01:05:00.000+0000,005OH000002iJPDYA2,2025-10-11T01:05:00.000+0000,(604)261-2123,(604) 518-7858,ypchen60111@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5wxlYAA,False,,23001617,003OH0000065JY3YAM,001OH000007b7MjYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T23:44:04.000+0000,False,False,005OH000002iJPDYA2,2025-10-10T23:44:04.000+0000,005OH000002iJPDYA2,2025-10-10T23:44:04.000+0000,005OH000002iJPDYA2,2025-10-10T23:44:04.000+0000,(778)922-4086,,lucasyan@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5xXGYAY,False,,23001662,0030A0000029dFWQAY,0010A000002w1oWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T23:52:00.000+0000,False,False,005OH000002iJPDYA2,2025-10-10T23:52:00.000+0000,005OH000002iJPDYA2,2025-10-10T23:52:01.000+0000,005OH000002iJPDYA2,2025-10-10T23:52:01.000+0000,(604)273-0388X226,(604) 306-6359,eric.yeung@plantax.ca,(604)273-0389,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5xvUYAQ,False,,23001802,0035o000005ym6jAAA,0015o000006WaphAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-11T01:02:16.000+0000,False,False,005OH000002iJPDYA2,2025-10-11T01:02:16.000+0000,005OH000002iJPDYA2,2025-10-11T01:02:16.000+0000,005OH000002iJPDYA2,2025-10-11T01:02:16.000+0000,(778)885-3602,,roxanneliu@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5yI1YAI,False,,23001681,0030A000002au4gQAA,0010A000003M0K9QAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-10T23:54:16.000+0000,False,False,005OH000002iJPDYA2,2025-10-10T23:54:16.000+0000,005OH000002iJPDYA2,2025-10-10T23:54:17.000+0000,005OH000002iJPDYA2,2025-10-10T23:54:17.000+0000,(778)522-8471,(778) 522-8471,sissi.chen8471@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d5yzZYAQ,False,,23001714,0030A0000029oL2QAI,0010A000002wB09QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-11T00:02:12.000+0000,False,False,005OH000002iJPDYA2,2025-10-11T00:02:12.000+0000,005OH000002iJPDYA2,2025-10-11T00:02:13.000+0000,005OH000002iJPDYA2,2025-10-11T00:02:13.000+0000,(604)438-3699,(778) 688-0545,aliceli@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d61XdYAI,False,,23001759,003OH00000Qmg1DYAR,001OH00000WaKU6YAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-11T00:34:48.000+0000,False,False,005OH000002iJPDYA2,2025-10-11T00:34:48.000+0000,005OH000002iJPDYA2,2025-10-11T00:34:49.000+0000,005OH000002iJPDYA2,2025-10-11T00:34:49.000+0000,(778)952-2211,,zhen.yang@springxuwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d61e5YAA,False,,23001770,003OH000005EaQgYAK,001OH000006dNZMYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-11T00:39:00.000+0000,False,False,005OH000002iJPDYA2,2025-10-11T00:39:00.000+0000,005OH000002iJPDYA2,2025-10-11T00:39:01.000+0000,005OH000002iJPDYA2,2025-10-11T00:39:01.000+0000,(604)603-6369,,nancylujie@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d62BxYAI,False,,23001794,0030A000006BZncQAG,0010A000006wFbUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-11T00:54:46.000+0000,False,False,005OH000002iJPDYA2,2025-10-11T00:54:46.000+0000,005OH000002iJPDYA2,2025-10-11T00:54:47.000+0000,005OH000002iJPDYA2,2025-10-11T00:54:47.000+0000,(604)438-3699,(778) 551-2860,evenwu@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d62LdYAI,False,,23001801,0030A0000029ZSrQAM,0010A000002vyjaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-11T01:00:25.000+0000,False,False,005OH000002iJPDYA2,2025-10-11T01:00:25.000+0000,005OH000002iJPDYA2,2025-10-11T01:00:26.000+0000,005OH000002iJPDYA2,2025-10-11T01:00:26.000+0000,(604)438-3690,(778) 223-2252,davidding@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000d63eHYAQ,False,,23001842,0030A0000029ashQAA,0010A000002vzwNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-11T01:29:07.000+0000,False,False,005OH000002iJPDYA2,2025-10-11T01:29:07.000+0000,005OH000002iJPDYA2,2025-10-11T01:29:08.000+0000,005OH000002iJPDYA2,2025-10-11T01:29:08.000+0000,(604)261-2123,(604) 319-0689,zymin23@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,174.0
500OH00000dAiuSYAS,False,,23006991,003OH00000QGZ1NYAX,001OH00000VxLpvYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T12:54:14.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T12:54:14.000+0000,005OH000007fgYjYAI,2025-10-14T12:54:15.000+0000,005OH000007fgYjYAI,2025-10-14T12:54:15.000+0000,(438)496-5080,,emilie.dionne@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dAoJkYAK,False,,23010255,0030A0000029UzeQAE,0010A000002vv2JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:09:32.000+0000,False,False,005OH000002npWUYAY,2025-10-14T14:09:32.000+0000,005OH000002npWUYAY,2025-10-14T14:09:32.000+0000,005OH000002npWUYAY,2025-10-14T14:09:32.000+0000,(905)439-5726,,grant.miller@dfsin.ca,(905)430-8725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dArJEYA0,False,,23009657,0030A00000CeKdSQAV,0010A00000DFlpbQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T13:57:45.000+0000,False,False,0055o000002KxmIAAS,2025-10-14T13:57:45.000+0000,0055o000002KxmIAAS,2025-10-14T13:57:46.000+0000,0055o000002KxmIAAS,2025-10-14T13:57:46.000+0000,(905)634-8834X11,,josh@vpfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dAwIyYAK,False,,23010893,0030A0000029dZWQAY,0010A000002w24UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:21:37.000+0000,False,False,005OH0000084GETYA2,2025-10-14T14:21:37.000+0000,005OH0000084GETYA2,2025-10-14T14:21:37.000+0000,005OH0000084GETYA2,2025-10-14T14:21:37.000+0000,(289)245-1983,,tyler@trufinancialgroup.com,(289)245-1962,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dAzlKYAS,False,,23008973,0030A0000029XyJQAU,0010A000002vxUBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T13:43:15.000+0000,False,False,005OH000002npWUYAY,2025-10-14T13:43:15.000+0000,005OH000002npWUYAY,2025-10-14T13:43:16.000+0000,005OH000002npWUYAY,2025-10-14T13:43:16.000+0000,(416)203-6400X210,,kokeefe@crillionbenefits.com,(416)451-6066,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dB1VPYA0,False,,23009261,0030A0000029klBQAQ,0010A000002w81iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T13:49:34.000+0000,False,False,0055o000002KxmIAAS,2025-10-14T13:49:34.000+0000,0055o000002KxmIAAS,2025-10-14T13:49:34.000+0000,0055o000002KxmIAAS,2025-10-14T13:49:34.000+0000,(519)869-4989,(519) 381-4502,scott@kellettfinancial.com,(519)869-8674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dB1n9YAC,False,,23008497,003G0000018f6fHIAQ,0010A000002wOdJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T13:32:50.000+0000,False,False,005OH00000245RQYAY,2025-10-14T13:32:50.000+0000,005OH00000245RQYAY,2025-10-14T13:32:51.000+0000,005OH00000245RQYAY,2025-10-14T13:32:51.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dB2XzYAK,False,,23009988,0030A0000029UqLQAU,0010A000002vutZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:04:21.000+0000,False,False,005OH000002npWUYAY,2025-10-14T14:04:21.000+0000,005OH000002npWUYAY,2025-10-14T14:04:22.000+0000,005OH000002npWUYAY,2025-10-14T14:04:22.000+0000,(416)414-3602,,shawn@dantasolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dB5XOYA0,False,,23009162,003OH00000RWSMhYAP,001OH00000XRjcTYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T13:47:42.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T13:47:42.000+0000,005OH000007fgYjYAI,2025-10-14T13:47:42.000+0000,005OH000007fgYjYAI,2025-10-14T13:47:42.000+0000,(581)922-0811,,juan@camiloflorez.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dB6d7YAC,False,,23008780,003OH000002BtMgYAK,001OH000002i1VcYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T13:38:48.000+0000,False,False,005OH000002npWUYAY,2025-10-14T13:38:48.000+0000,005OH000002npWUYAY,2025-10-14T13:38:48.000+0000,005OH000002npWUYAY,2025-10-14T13:38:48.000+0000,(416)826-8445,,james@sferofinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dB7MOYA0,False,,23010601,0030A0000029dZWQAY,0010A000002w24UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:16:32.000+0000,False,False,005OH0000084GETYA2,2025-10-14T14:16:32.000+0000,005OH0000084GETYA2,2025-10-14T14:16:33.000+0000,005OH0000084GETYA2,2025-10-14T14:16:33.000+0000,(289)245-1983,,tyler@trufinancialgroup.com,(289)245-1962,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dB7irYAC,False,,23008882,0035o000004mOVSAA2,0015o000005KzwMAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T13:41:02.000+0000,False,False,005OH000002npWUYAY,2025-10-14T13:41:02.000+0000,005OH000002npWUYAY,2025-10-14T13:41:03.000+0000,005OH000002npWUYAY,2025-10-14T13:41:03.000+0000,(705)742-2777,,shawn@trinityfamilywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dB7pJYAS,False,,23008892,003G0000018f6VQIAY,0010A000002wOS7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T13:41:10.000+0000,False,False,005OH00000245RQYAY,2025-10-14T13:41:10.000+0000,005OH00000245RQYAY,2025-10-14T13:41:11.000+0000,005OH00000245RQYAY,2025-10-14T13:41:11.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBF5JYAW,False,,23009519,0035o000005hZqQAAU,0015o000006GMjIAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T13:55:06.000+0000,False,False,005OH000002npWUYAY,2025-10-14T13:55:06.000+0000,005OH000002npWUYAY,2025-10-14T13:55:07.000+0000,005OH000002npWUYAY,2025-10-14T13:55:07.000+0000,(639)471-3493,,mayurmpatel.ce@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBFTXYA4,False,,23009906,0030A000002TsbeQAC,0010A000003GDIXQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:02:58.000+0000,False,False,0050A000001o2WeQAI,2025-10-14T14:02:58.000+0000,0050A000001o2WeQAI,2025-10-14T14:02:58.000+0000,0050A000001o2WeQAI,2025-10-14T14:02:58.000+0000,(506)857-6835,(506) 204-7783,isabelle@axisfinancial.ca,(506)857-6833,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBH2KYAW,False,,23011316,0030A0000029o2uQAA,0010A000002wAmcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:28:33.000+0000,False,False,005OH000004pk06YAA,2025-10-14T14:28:33.000+0000,005OH000004pk06YAA,2025-10-14T14:28:33.000+0000,005OH000004pk06YAA,2025-10-14T14:28:33.000+0000,(905)760-8508,(416) 809-5708,kris.svirkov@totalinsurancesolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBHX0YAO,False,,23012492,003G0000018f6UcIAI,0010A000002wORJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:49:57.000+0000,False,False,0055o000001fOwHAAU,2025-10-14T14:49:57.000+0000,0055o000001fOwHAAU,2025-10-14T14:49:57.000+0000,0055o000001fOwHAAU,2025-10-14T14:49:57.000+0000,(416)552-5466,(416) 931-5266,derek.reckin@yorkstreetfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBHYbYAO,False,,23012644,0030A0000029VNcQAM,0010A000002vvIUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:52:38.000+0000,False,False,005OH0000084GETYA2,2025-10-14T14:52:38.000+0000,005OH0000084GETYA2,2025-10-14T14:52:38.000+0000,005OH0000084GETYA2,2025-10-14T14:52:38.000+0000,(519)885-3001,,brentchown@gmail.com,(519)741-5278,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBIEUYA4,False,,23009872,0030A0000029oAhQAI,0010A000002wAsOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:02:16.000+0000,False,False,005OH000002npWUYAY,2025-10-14T14:02:16.000+0000,005OH000002npWUYAY,2025-10-14T14:02:16.000+0000,005OH000002npWUYAY,2025-10-14T14:02:16.000+0000,(416)884-7374,,sahageeta@gmail.com,(647)847-4200,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBJC9YAO,False,,23009838,0030A0000029k3bQAA,0010A000002w7S7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:01:34.000+0000,False,False,005OH00000245RQYAY,2025-10-14T14:01:34.000+0000,005OH00000245RQYAY,2025-10-14T14:01:35.000+0000,005OH00000245RQYAY,2025-10-14T14:01:35.000+0000,(514)757-0160,,husain.dhanji@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBJorYAG,False,,23009880,0030A00000BJUgHQAX,0010A00000BtphQQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:02:31.000+0000,False,False,005OH0000084GETYA2,2025-10-14T14:02:31.000+0000,005OH0000084GETYA2,2025-10-14T14:02:31.000+0000,005OH0000084GETYA2,2025-10-14T14:02:31.000+0000,(647)675-3886,,everlastinsuranceplanninginc@gmail.com,(647)675-3886,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBKMnYAO,False,,23012181,003G0000018f7g9IAA,0010A000002wPmiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:44:21.000+0000,False,False,005OH000002N6huYAC,2025-10-14T14:44:21.000+0000,005OH000002N6huYAC,2025-10-14T14:44:22.000+0000,005OH000002N6huYAC,2025-10-14T14:44:22.000+0000,(514)237-5988,(514) 237-5988,dhebert73@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBKpnYAG,False,,23011047,0030A0000029hydQAA,0010A000002w5lCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:24:30.000+0000,False,False,005OH000002npWUYAY,2025-10-14T14:24:30.000+0000,005OH000002npWUYAY,2025-10-14T14:24:30.000+0000,005OH000002npWUYAY,2025-10-14T14:24:30.000+0000,(416)564-4838,,hisham@lifeprotection.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBKubYAG,False,,23010012,0030A0000029ihDQAQ,0010A000002w6LUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:04:47.000+0000,False,False,005OH0000084GETYA2,2025-10-14T14:04:47.000+0000,005OH0000084GETYA2,2025-10-14T14:04:48.000+0000,005OH0000084GETYA2,2025-10-14T14:04:48.000+0000,(705)733-3338X102,,ttayler@taylerinsurance.com,(705)733-0883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBLxDYAW,False,,23011378,0030A0000029mOsQAI,0010A000002w9OgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:29:34.000+0000,False,False,005OH0000084GETYA2,2025-10-14T14:29:34.000+0000,005OH0000084GETYA2,2025-10-14T14:29:34.000+0000,005OH0000084GETYA2,2025-10-14T14:29:34.000+0000,(905)690-5038,,marta@pillarretirement.com,(289)431-5029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBMLKYA4,False,,23010185,0030A000007pCkeQAE,0010A000008gvMSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:08:04.000+0000,False,False,005OH000002npWUYAY,2025-10-14T14:08:04.000+0000,005OH000002npWUYAY,2025-10-14T14:08:04.000+0000,005OH000002npWUYAY,2025-10-14T14:08:04.000+0000,(905)754-3544,,jaymadani3@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBNcRYAW,False,,23010960,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:22:46.000+0000,False,False,005G0000002gxxjIAA,2025-10-14T14:22:46.000+0000,005G0000002gxxjIAA,2025-10-14T14:22:46.000+0000,005G0000002gxxjIAA,2025-10-14T14:22:46.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBNxJYAW,False,,23010320,0030A0000029VbxQAE,0010A000002vvUaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:10:59.000+0000,False,False,005OH000002npWUYAY,2025-10-14T14:10:59.000+0000,005OH000002npWUYAY,2025-10-14T14:11:00.000+0000,005OH000002npWUYAY,2025-10-14T14:11:00.000+0000,(647)891-6470,,parihar.jageshwar@gmail.com,(905)915-1986,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBRknYAG,False,,23010645,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:25:10.000+0000,False,False,005OH00000245RQYAY,2025-10-14T14:17:18.000+0000,005OH00000245RQYAY,2025-10-14T15:41:02.000+0000,005OH00000245RQYAY,2025-10-14T15:41:02.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBSAfYAO,False,,23013086,0030A000002QZPpQAO,0010A000003D85BQAS,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-10-14T15:05:55.000+0000,False,False,005OH000008H6lxYAC,2025-10-14T15:00:36.000+0000,005OH000008H6lxYAC,2025-10-14T15:05:55.000+0000,005OH000008H6lxYAC,2025-10-14T15:05:55.000+0000,(613)723-7200,,simon.bernard@igpwm.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008H6lxYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBVIAYA4,False,,23011123,0030A0000029gd6QAA,0010A000002w4d7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:25:46.000+0000,False,False,005OH000002npWUYAY,2025-10-14T14:25:46.000+0000,005OH000002npWUYAY,2025-10-14T14:25:46.000+0000,005OH000002npWUYAY,2025-10-14T14:25:46.000+0000,(416)721-9295,,csiandassociates@rogers.com,(905)274-0550,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBVJlYAO,False,,23010974,0030A0000029kQRQAY,0010A000002w7m4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:23:08.000+0000,False,False,005OH000002npWUYAY,2025-10-14T14:23:08.000+0000,005OH000002npWUYAY,2025-10-14T14:23:08.000+0000,005OH000002npWUYAY,2025-10-14T14:23:08.000+0000,(519)969-7531,,gened53@cogeco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBVlBYAW,False,,23011024,003G0000018f6VQIAY,0010A000002wOS7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-10-14T14:55:43.000+0000,False,False,005OH00000245RQYAY,2025-10-14T14:23:59.000+0000,005OH00000245RQYAY,2025-10-14T14:55:43.000+0000,005OH00000245RQYAY,2025-10-14T14:55:43.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBX0hYAG,False,,23013185,0030A0000029WFZQA2,0010A000002vw2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:01:51.000+0000,False,False,005OH0000084GETYA2,2025-10-14T15:01:51.000+0000,005OH0000084GETYA2,2025-10-14T15:01:51.000+0000,005OH0000084GETYA2,2025-10-14T15:01:51.000+0000,(416)661-9155,(289) 383-0993 patricia),edgar@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBYfqYAG,False,,23011310,003G0000018f6VQIAY,0010A000002wOS7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:28:26.000+0000,False,False,005OH00000245RQYAY,2025-10-14T14:28:26.000+0000,005OH00000245RQYAY,2025-10-14T14:28:27.000+0000,005OH00000245RQYAY,2025-10-14T14:28:27.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBYsmYAG,False,,23013472,003G0000018f7SHIAY,0010A000002wPYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:06:17.000+0000,False,False,0055o000002KxaMAAS,2025-10-14T15:06:17.000+0000,0055o000002KxaMAAS,2025-10-14T15:06:17.000+0000,0055o000002KxaMAAS,2025-10-14T15:06:17.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBYsnYAG,False,,23013652,0030A0000029VNcQAM,0010A000002vvIUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:08:49.000+0000,False,False,005OH0000084GETYA2,2025-10-14T15:08:49.000+0000,005OH0000084GETYA2,2025-10-14T15:08:49.000+0000,005OH0000084GETYA2,2025-10-14T15:08:49.000+0000,(519)885-3001,,brentchown@gmail.com,(519)741-5278,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBYxgYAG,False,,23012317,0030A000007P7XLQA0,0010A000002vu2YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:46:43.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T14:46:43.000+0000,005OH000007fgYjYAI,2025-10-14T14:46:43.000+0000,005OH000007fgYjYAI,2025-10-14T14:46:43.000+0000,(514) 841-6650 x 4405,,alexandra.azar@groupefinancierhorizons.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBZYhYAO,False,,23012009,0030A0000029mSkQAI,0010A000002w9SOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:40:57.000+0000,False,False,005OH0000084GETYA2,2025-10-14T14:40:57.000+0000,005OH0000084GETYA2,2025-10-14T14:40:57.000+0000,005OH0000084GETYA2,2025-10-14T14:40:57.000+0000,(416)733-2219,,,(416)313-5490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBdytYAC,False,,23014161,0030A0000029heqQAA,0010A000002w5V1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:16:46.000+0000,False,False,005OH000004oiYEYAY,2025-10-14T15:16:46.000+0000,005OH000004oiYEYAY,2025-10-14T15:16:46.000+0000,005OH000004oiYEYAY,2025-10-14T15:16:46.000+0000,(519)637-8466,,rick@rlafinancial.ca,(519)637-7349,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBegPYAS,False,,23011866,003G000001M5OJbIAN,0010A000002wSWwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:38:23.000+0000,False,False,005OH000002N6huYAC,2025-10-14T14:38:23.000+0000,005OH000002N6huYAC,2025-10-14T14:38:23.000+0000,005OH000002N6huYAC,2025-10-14T14:38:23.000+0000,(418)781-0320,(418) 580-6390,adrienlevesque@conceptagf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBf9SYAS,False,,23012920,0030A0000029a72QAA,0010A000002vzKTQAY,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005G0000002gxxjIAA,2025-10-14T14:57:33.000+0000,005G0000002gxxjIAA,2025-10-14T15:23:29.000+0000,005G0000002gxxjIAA,2025-10-14T15:23:29.000+0000,(514)839-5366,,jennifer.rizk1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBgghYAC,False,,23013699,0030A0000029VNcQAM,0010A000002vvIUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:09:37.000+0000,False,False,005OH0000084GETYA2,2025-10-14T15:09:37.000+0000,005OH0000084GETYA2,2025-10-14T15:09:37.000+0000,005OH0000084GETYA2,2025-10-14T15:09:37.000+0000,(519)885-3001,,brentchown@gmail.com,(519)741-5278,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBhRVYA0,False,,23016179,0030A0000029a0KQAQ,0010A000002vzEUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:47:27.000+0000,False,False,0050A000000XQhmQAG,2025-10-14T15:47:27.000+0000,0050A000000XQhmQAG,2025-10-14T15:47:27.000+0000,0050A000000XQhmQAG,2025-10-14T15:47:28.000+0000,(709)635-4090,,djyf1.jean@bellaliant.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBhkkYAC,False,,23012555,003G0000018f7osIAA,0010A000002wPvKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:50:55.000+0000,False,False,005OH000002N6huYAC,2025-10-14T14:50:55.000+0000,005OH000002N6huYAC,2025-10-14T14:50:56.000+0000,005OH000002N6huYAC,2025-10-14T14:50:56.000+0000,(418)623-9393,(418) 264-4234,jdcote@planica.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBi2WYAS,False,,23012515,003G0000018f7osIAA,0010A000002wPvKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:50:17.000+0000,False,False,005OH000002N6huYAC,2025-10-14T14:50:17.000+0000,005OH000002N6huYAC,2025-10-14T14:50:17.000+0000,005OH000002N6huYAC,2025-10-14T14:50:17.000+0000,(418)623-9393,(418) 264-4234,jdcote@planica.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBik6YAC,False,,23013506,0030A0000029UolQAE,0010A000002vusEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:06:42.000+0000,False,False,005OH0000084GETYA2,2025-10-14T15:06:42.000+0000,005OH0000084GETYA2,2025-10-14T15:06:43.000+0000,005OH0000084GETYA2,2025-10-14T15:06:43.000+0000,(289)337-8900,905-802-1580,bill.noble@manulifesecurities.ca,(289)337-8909,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBjY1YAK,False,,23012321,003G0000018f6UcIAI,0010A000002wORJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:46:46.000+0000,False,False,0055o000001fOwHAAU,2025-10-14T14:46:46.000+0000,0055o000001fOwHAAU,2025-10-14T14:46:46.000+0000,0055o000001fOwHAAU,2025-10-14T14:46:46.000+0000,(416)552-5466,(416) 931-5266,derek.reckin@yorkstreetfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBl1zYAC,False,,23012688,003G0000018f7cHIAQ,0010A000002wPirQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:53:23.000+0000,False,False,005OH000002N6huYAC,2025-10-14T14:53:23.000+0000,005OH000002N6huYAC,2025-10-14T14:53:23.000+0000,005OH000002N6huYAC,2025-10-14T14:53:23.000+0000,(514)349-7688,(514) 349-7688,llevac@gfsphinx.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBm4VYAS,False,,23013033,0030A0000029W2QQAU,0010A000002vvt8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:59:41.000+0000,False,False,0055o000002DK5fAAG,2025-10-14T14:59:41.000+0000,0055o000002DK5fAAG,2025-10-14T14:59:42.000+0000,0055o000002DK5fAAG,2025-10-14T14:59:42.000+0000,(905)413-7700,,p.bourbonniere@holliswealth.com,(905)305-0885,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBmAvYAK,False,,23012585,0030A0000029fgkQAA,0010A000002w3oEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:51:31.000+0000,False,False,005G0000002gxxjIAA,2025-10-14T14:51:31.000+0000,005G0000002gxxjIAA,2025-10-14T14:51:32.000+0000,005G0000002gxxjIAA,2025-10-14T14:51:32.000+0000,(514) 998-2508,,overamh@outlook.com,(514)998-2508,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBnVBYA0,False,,23012727,0035o000003zDcdAAE,0015o000004aKjwAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T14:54:09.000+0000,False,False,005OH000002N6huYAC,2025-10-14T14:54:09.000+0000,005OH000002N6huYAC,2025-10-14T14:54:10.000+0000,005OH000002N6huYAC,2025-10-14T14:54:10.000+0000,(514)967-5520,,jtessier@zagari-simpson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBsOSYA0,False,,23014810,003OH000009lPKNYA2,001OH00000BrNEhYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:27:05.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T15:27:05.000+0000,005OH000007fgYjYAI,2025-10-14T15:27:06.000+0000,005OH000007fgYjYAI,2025-10-14T15:27:06.000+0000,(514)346-5703,,guylaine.charbonneau@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBtIvYAK,False,,23014986,0030A0000029Wd7QAE,0010A000002vwKKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:29:53.000+0000,False,False,0055o000002DK5fAAG,2025-10-14T15:29:53.000+0000,0055o000002DK5fAAG,2025-10-14T15:29:54.000+0000,0055o000002DK5fAAG,2025-10-14T15:29:54.000+0000,(905)849-0400X226,,c.withseidelin@holliswealth.com,(905)849-7400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBtPMYA0,False,,23014385,003G0000018f6j7IAA,0010A000002wOjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:20:19.000+0000,False,False,0050A000000Hq5PQAS,2025-10-14T15:20:19.000+0000,0050A000000Hq5PQAS,2025-10-14T15:20:19.000+0000,0050A000000Hq5PQAS,2025-10-14T15:20:19.000+0000,(416)576-8491,(416) 576-8491,ash@chitralafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBvMNYA0,False,,23014913,0030A000004gmsZQAQ,0010A000005RlgUQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:28:39.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T15:28:39.000+0000,005OH000007fgYjYAI,2025-10-14T15:28:39.000+0000,005OH000007fgYjYAI,2025-10-14T15:28:39.000+0000,(418)554-6792,,louis-charles@teamlfx.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dBve4YAC,False,,23015277,0030A0000029WmjQAE,0010A000002vwSUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:33:56.000+0000,False,False,0055o000002DK5fAAG,2025-10-14T15:33:56.000+0000,0055o000002DK5fAAG,2025-10-14T15:33:56.000+0000,0055o000002DK5fAAG,2025-10-14T15:33:56.000+0000,(416)490-8226,,andrew@pjgreene.ca,(416)490-8227,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC02bYAC,False,,23014002,003OH00000MFQwnYAH,001OH00000R27KaYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:14:18.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T15:14:18.000+0000,005OH000007fgYjYAI,2025-10-14T15:14:19.000+0000,005OH000007fgYjYAI,2025-10-14T15:14:19.000+0000,(438)868-0481,,youri.ronai-hird@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC1I3YAK,False,,23014788,003G0000018f6u3IAA,0010A000002wOvwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:26:40.000+0000,False,False,005OH000002N6huYAC,2025-10-14T15:26:40.000+0000,005OH000002N6huYAC,2025-10-14T15:26:41.000+0000,005OH000002N6huYAC,2025-10-14T15:26:41.000+0000,(418)624-0003,(418) 802-6366,fplante@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC1xyYAC,False,,23014894,003G0000018f6RuIAI,0010A000002wOOFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:28:22.000+0000,False,False,0050A000000WjqvQAC,2025-10-14T15:28:22.000+0000,0050A000000WjqvQAC,2025-10-14T15:28:22.000+0000,0050A000000WjqvQAC,2025-10-14T15:28:22.000+0000,(613)267-3550,,dave@twealthsolutions.ca,(613)267-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC2M9YAK,False,,23014279,0030A0000029WKeQAM,0010A000002vw5xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:18:34.000+0000,False,False,0055o000002DK5fAAG,2025-10-14T15:18:34.000+0000,0055o000002DK5fAAG,2025-10-14T15:18:35.000+0000,0055o000002DK5fAAG,2025-10-14T15:18:35.000+0000,(905)892-1631X15,,plord@gpwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC41NYAS,False,,23014491,0035o000006HnvEAAS,0015o000006mu8HAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:21:44.000+0000,False,False,005OH000002N6huYAC,2025-10-14T15:21:44.000+0000,005OH000002N6huYAC,2025-10-14T15:21:45.000+0000,005OH000002N6huYAC,2025-10-14T15:21:45.000+0000,(450)238-0329,,mickael.barriault@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC431YAC,False,,23014533,0035o000007CAu3AAG,0015o000007s0lDAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:22:34.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T15:22:34.000+0000,005OH000007fgYjYAI,2025-10-14T15:22:34.000+0000,005OH000007fgYjYAI,2025-10-14T15:22:34.000+0000,(581)990-1867,,pweston@westonholdings.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC5lSYAS,False,,23014900,0030A0000029WTsQAM,0010A000002vwCRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:28:26.000+0000,False,False,0055o000002DK5fAAG,2025-10-14T15:28:26.000+0000,0055o000002DK5fAAG,2025-10-14T15:28:27.000+0000,0055o000002DK5fAAG,2025-10-14T15:28:27.000+0000,(416)938-3711,,ps@taxevity.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC5zyYAC,False,,23015002,0030A0000029canQAA,0010A000002w1GoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:30:05.000+0000,False,False,005OH000004oiYEYAY,2025-10-14T15:30:05.000+0000,005OH000004oiYEYAY,2025-10-14T15:30:05.000+0000,005OH000004oiYEYAY,2025-10-14T15:30:05.000+0000,(519)727-1041,,theresa.king@edwardjones.com,(519)727-1041,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC6w1YAC,False,,23014796,0030A0000029X1RQAU,0010A000002vwgeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:26:49.000+0000,False,False,005OH000004oiYEYAY,2025-10-14T15:26:49.000+0000,005OH000004oiYEYAY,2025-10-14T15:26:49.000+0000,005OH000004oiYEYAY,2025-10-14T15:26:49.000+0000,(519)688-9591,,david.moylan@edwardjones.com,(519)576-9609,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC8GJYA0,False,,23016274,0030A0000029ZSJQA2,0010A000002vyj7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:49:03.000+0000,False,False,005G0000002gxxjIAA,2025-10-14T15:49:03.000+0000,005G0000002gxxjIAA,2025-10-14T15:49:03.000+0000,005G0000002gxxjIAA,2025-10-14T15:49:03.000+0000,(514)562-9120,,jp.rainville@infoprimes.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dC8oAYAS,False,,23015298,0035o000007Hs3jAAC,0015o000007yNOXAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:34:14.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T15:34:14.000+0000,005OH000006owoYYAQ,2025-10-14T15:34:15.000+0000,005OH000006owoYYAQ,2025-10-14T15:34:15.000+0000,(306)535-4517,,stephanie@pittsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCBHNYA4,False,,23015309,003G0000018f6mXIAQ,0010A000002wOoFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:34:23.000+0000,False,False,005OH00000245RQYAY,2025-10-14T15:34:23.000+0000,005OH00000245RQYAY,2025-10-14T15:34:23.000+0000,005OH00000245RQYAY,2025-10-14T15:34:23.000+0000,(450)687-3971,(514) 668-5958,rg@rghali.ca,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCBPRYA4,False,,23015321,003G0000018f6RUIAY,0010A000002wONpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:34:35.000+0000,False,False,0055o000001fOwHAAU,2025-10-14T15:34:35.000+0000,0055o000001fOwHAAU,2025-10-14T15:34:36.000+0000,0055o000001fOwHAAU,2025-10-14T15:34:36.000+0000,(905)682-2651X230,(905) 980-1015,mark@cipparonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCDELYA4,False,,23015496,0030A000002CKiSQAW,0010A000002ysGuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:37:06.000+0000,False,False,005OH000004oiYEYAY,2025-10-14T15:37:06.000+0000,005OH000004oiYEYAY,2025-10-14T15:37:06.000+0000,005OH000004oiYEYAY,2025-10-14T15:37:06.000+0000,(519)933-2283,,carmen.schnarr@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCE3zYAG,False,,23016696,0030A0000029WFZQA2,0010A000002vw2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:55:32.000+0000,False,False,005OH0000084GETYA2,2025-10-14T15:55:32.000+0000,005OH0000084GETYA2,2025-10-14T15:55:32.000+0000,005OH0000084GETYA2,2025-10-14T15:55:32.000+0000,(416)661-9155,(289) 383-0993 patricia),edgar@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCGCEYA4,False,,23015865,0030A00000CgXvIQAV,0010A00000DI2Z7QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:42:57.000+0000,False,False,005OH000002N6huYAC,2025-10-14T15:42:57.000+0000,005OH000002N6huYAC,2025-10-14T15:42:57.000+0000,005OH000002N6huYAC,2025-10-14T15:42:57.000+0000,(418)559-3449,,mgiroux@gfsphinx.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCIqjYAG,False,,23016099,003G0000018f7J4IAI,0010A000002wPOKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:46:14.000+0000,False,False,005OH00000245RQYAY,2025-10-14T15:46:14.000+0000,005OH00000245RQYAY,2025-10-14T15:46:14.000+0000,005OH00000245RQYAY,2025-10-14T15:46:14.000+0000,(514)793-3971,(514) 793-3971,francois.larochelle@flplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCJjcYAG,False,,23018509,003OH0000013aPtYAI,001OH000001ElrSYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:23:04.000+0000,False,False,0050A000000XQhmQAG,2025-10-14T16:23:04.000+0000,0050A000000XQhmQAG,2025-10-14T16:23:04.000+0000,0050A000000XQhmQAG,2025-10-14T16:23:04.000+0000,(902)481-5650,,sfortune@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCJy5YAG,False,,23016226,0030A0000029YzqQAE,0010A000002vyLPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:48:17.000+0000,False,False,005OH000004pk06YAA,2025-10-14T15:48:17.000+0000,005OH000004pk06YAA,2025-10-14T15:48:18.000+0000,005OH000004pk06YAA,2025-10-14T15:48:18.000+0000,(416)587-8454,(416) 587-8454,mdsouza@theleadingedge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCK7lYAG,False,,23016241,003G0000018f6mXIAQ,0010A000002wOoFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T15:48:34.000+0000,False,False,005OH00000245RQYAY,2025-10-14T15:48:34.000+0000,005OH00000245RQYAY,2025-10-14T16:03:59.000+0000,005OH00000245RQYAY,2025-10-14T16:03:59.000+0000,(450)687-3971,(514) 668-5958,rg@rghali.ca,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCKMLYA4,False,,23018413,0030A0000029bv2QAA,0010A000002w0l0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:21:16.000+0000,False,False,0050A000000XQhmQAG,2025-10-14T16:21:16.000+0000,0050A000000XQhmQAG,2025-10-14T16:21:16.000+0000,0050A000000XQhmQAG,2025-10-14T16:21:16.000+0000,(902)481-5650,,gfortune@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCLLhYAO,False,,23019928,0035o000006IWR6AAO,0015o000006neEKAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:44:49.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:44:49.000+0000,005OH000004Ir1xYAC,2025-10-14T16:44:49.000+0000,005OH000004Ir1xYAC,2025-10-14T16:44:49.000+0000,(403)612-4553,,esorensen@idcwin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCUC2YAO,False,,23018728,0035o0000071197AAA,0015o000007e0CgAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:26:25.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:26:25.000+0000,005OH000004Ir1xYAC,2025-10-14T16:26:25.000+0000,005OH000004Ir1xYAC,2025-10-14T16:26:25.000+0000,(403)312-7186,,raj.mehta@md.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCUITYA4,False,,23019436,0035o000006bgCZAAY,0015o000007AjnmAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:37:10.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:37:10.000+0000,005OH000004Ir1xYAC,2025-10-14T16:37:11.000+0000,005OH000004Ir1xYAC,2025-10-14T16:37:11.000+0000,(403)246-6063,,brian.ross@bloombenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCYCSYA4,False,,23020013,0035o000006GrxeAAC,0015o000006m0EnAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:46:23.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:46:23.000+0000,005OH000004Ir1xYAC,2025-10-14T16:46:24.000+0000,005OH000004Ir1xYAC,2025-10-14T16:46:24.000+0000,(403)299-7126,,michael.r.hamilton@rbc.com,(403)299-7100,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCa1HYAS,False,,23018318,0035o000007119BAAQ,0015o000007e0CkAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:20:03.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:20:03.000+0000,005OH000004Ir1xYAC,2025-10-14T16:20:04.000+0000,005OH000004Ir1xYAC,2025-10-14T16:20:04.000+0000,(403)244-8000X3853,,austin.metheral@md.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCau8YAC,False,,23019734,0030A0000029UgAQAU,0010A000002vukqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:41:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:41:39.000+0000,005OH000004Ir1xYAC,2025-10-14T16:41:40.000+0000,005OH000004Ir1xYAC,2025-10-14T16:41:40.000+0000,(403)202-2599,,valkk@telus.net,(403)202-2591,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCcFzYAK,False,,23019283,0035o000006cSctAAE,0015o000007BhSLAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:34:45.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:34:45.000+0000,005OH000004Ir1xYAC,2025-10-14T16:34:45.000+0000,005OH000004Ir1xYAC,2025-10-14T16:34:45.000+0000,(403)226-5531,,sultan.elkaaki@ig.ca,(403)226-5299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dChHFYA0,False,,23018852,0035o000006gQf6AAE,0015o000007Gf0SAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:28:22.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:28:22.000+0000,005OH000004Ir1xYAC,2025-10-14T16:28:23.000+0000,005OH000004Ir1xYAC,2025-10-14T16:28:23.000+0000,(403)990-0981,,lindrchan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCiV3YAK,False,,23019000,0035o000006g5JyAAI,0015o000007GHjUAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:30:29.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:30:29.000+0000,005OH000004Ir1xYAC,2025-10-14T16:30:30.000+0000,005OH000004Ir1xYAC,2025-10-14T16:30:30.000+0000,(403)260-9300,,brad.bolton@nbpcd.com,(403)260-9347,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCjUNYA0,False,,23020811,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:59:36.000+0000,False,False,005OH000005URvxYAG,2025-10-14T16:59:36.000+0000,005OH000005URvxYAG,2025-10-14T16:59:37.000+0000,005OH000005URvxYAG,2025-10-14T16:59:37.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dClr7YAC,False,,23019392,003G0000018f6r9IAA,0010A000002wOstQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:36:25.000+0000,False,False,0050A000000XQhmQAG,2025-10-14T16:36:25.000+0000,0050A000000XQhmQAG,2025-10-14T16:36:26.000+0000,0050A000000XQhmQAG,2025-10-14T16:36:26.000+0000,(506)232-9170,(506) 232-9170,mitchel@discoveryfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCqMBYA0,False,,23020592,0035o000006ENvQAAW,0015o000006jZYrAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:56:12.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:56:12.000+0000,005OH000004Ir1xYAC,2025-10-14T16:56:12.000+0000,005OH000004Ir1xYAC,2025-10-14T16:56:12.000+0000,(403)253-4840,,jas.mangat@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCt2HYAS,False,,23020281,0035o000006Ee56AAC,0015o000006jpb4AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:50:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:50:39.000+0000,005OH000004Ir1xYAC,2025-10-14T16:50:40.000+0000,005OH000004Ir1xYAC,2025-10-14T16:50:40.000+0000,(587)973-5669,,rutongcai@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCuRUYA0,False,,23022750,003OH000003D1XlYAK,001OH000004307lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:29:37.000+0000,False,False,005OH000004pk06YAA,2025-10-14T17:29:37.000+0000,005OH000004pk06YAA,2025-10-14T17:29:37.000+0000,005OH000004pk06YAA,2025-10-14T17:29:37.000+0000,(778)633-0739,,jane.yj.li33@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCxNdYAK,False,,23020742,0035o000006E6PVAA0,0015o000006jGzvAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T16:58:38.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T16:58:38.000+0000,005OH000004Ir1xYAC,2025-10-14T16:58:39.000+0000,005OH000004Ir1xYAC,2025-10-14T16:58:39.000+0000,(587)323-5642,,peter.kollias@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCxNhYAK,False,,23021539,003G0000018f7SHIAY,0010A000002wPYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:11:08.000+0000,False,False,0055o000002KxaMAAS,2025-10-14T17:11:08.000+0000,0055o000002KxaMAAS,2025-10-14T17:11:08.000+0000,0055o000002KxaMAAS,2025-10-14T17:11:08.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCxqiYAC,False,,23022695,0030A0000029iSTQAY,0010A000002w6BQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:28:45.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T17:28:45.000+0000,005OH000003ds0PYAQ,2025-10-14T17:28:45.000+0000,005OH000003ds0PYAQ,2025-10-14T17:28:45.000+0000,(705)560-5475,,phil@sawyerandassociates.ca,(705)524-6046,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCyziYAC,False,,23021858,0035o0000069oVJAAY,0015o000006iByeAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:16:06.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T17:16:06.000+0000,005OH000004Ir1xYAC,2025-10-14T17:16:07.000+0000,005OH000004Ir1xYAC,2025-10-14T17:16:07.000+0000,(403)966-7718,,lynncao01@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dCzE9YAK,False,,23020945,0035o000006A31fAAC,0015o000006iQekAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:01:40.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T17:01:40.000+0000,005OH000004Ir1xYAC,2025-10-14T17:01:41.000+0000,005OH000004Ir1xYAC,2025-10-14T17:01:41.000+0000,(587)215-0678,,verginia.ghobrialsaid@servuswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dD5t7YAC,False,,23022822,003OH00000PdCMRYA3,001OH00000VBY1TYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:30:52.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T17:30:52.000+0000,005OH000006owoYYAQ,2025-10-14T17:30:52.000+0000,005OH000006owoYYAQ,2025-10-14T17:30:52.000+0000,(306)630-4725,,roberta@fongerwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dD69CYAS,False,,23021935,0030A0000029cx5QAA,0010A000002w1Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:17:12.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T17:17:12.000+0000,005OH000007fgYjYAI,2025-10-14T17:17:12.000+0000,005OH000007fgYjYAI,2025-10-14T17:17:12.000+0000,(514)235-5520,,dalfensteven@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dD6luYAC,False,,23021746,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:14:25.000+0000,False,False,005OH000005URvxYAG,2025-10-14T17:14:25.000+0000,005OH000005URvxYAG,2025-10-14T17:14:26.000+0000,005OH000005URvxYAG,2025-10-14T17:14:26.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dD6nWYAS,False,,23023392,003OH00000PdCMRYA3,001OH00000VBY1TYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:39:39.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T17:39:39.000+0000,005OH000006owoYYAQ,2025-10-14T17:39:39.000+0000,005OH000006owoYYAQ,2025-10-14T17:39:39.000+0000,(306)630-4725,,roberta@fongerwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dD7i1YAC,False,,23023702,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:43:53.000+0000,False,False,005OH000005URvxYAG,2025-10-14T17:43:53.000+0000,005OH000005URvxYAG,2025-10-14T17:43:54.000+0000,005OH000005URvxYAG,2025-10-14T17:43:54.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dD9ToYAK,False,,23024964,003G0000018f6iMIAQ,0010A000002wOibQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:02:55.000+0000,False,False,0055o000002KxaMAAS,2025-10-14T18:02:55.000+0000,0055o000002KxaMAAS,2025-10-14T18:02:56.000+0000,0055o000002KxaMAAS,2025-10-14T18:02:56.000+0000,(587)525-6089,+17802892453,shane@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dD9lRYAS,False,,23022871,0035o000006av2AAAQ,0015o0000079taTAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:31:35.000+0000,False,False,005OH00000245ROYAY,2025-10-14T17:31:35.000+0000,005OH00000245ROYAY,2025-10-14T17:31:35.000+0000,005OH00000245ROYAY,2025-10-14T17:31:35.000+0000,(519)978-9600,,jason@matthewwealthmanagement.com,(519)978-9613,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDAeEYAW,False,,23023277,0030A00000CAjXUQA1,0010A00000ClBIHQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:38:03.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T17:38:03.000+0000,005OH000006owoYYAQ,2025-10-14T17:38:03.000+0000,005OH000006owoYYAQ,2025-10-14T17:38:03.000+0000,(306)651-1274,,carrie.cantin@edwardjones.com,(877)335-8806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDAxfYAG,False,,23024179,0035o000007WVFtAAO,0015o000008CzxmAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:50:50.000+0000,False,False,005OH000001cCPNYA2,2025-10-14T17:50:50.000+0000,005OH000001cCPNYA2,2025-10-14T17:50:51.000+0000,005OH000001cCPNYA2,2025-10-14T17:50:51.000+0000,(778)298-8029,(604) 306-8029,brad@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDBQeYAO,False,,23023104,0030A0000029lFnQAI,0010A000002w8R5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:35:10.000+0000,False,False,005OH0000084GETYA2,2025-10-14T17:35:10.000+0000,005OH0000084GETYA2,2025-10-14T17:35:10.000+0000,005OH0000084GETYA2,2025-10-14T17:35:10.000+0000,(905)513-8297,(416) 568-3277,beri@pathcom.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDC9mYAG,False,,23022501,0035o0000069JBAAA2,0015o000006hgvoAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:25:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T17:25:39.000+0000,005OH000004Ir1xYAC,2025-10-14T17:25:39.000+0000,005OH000004Ir1xYAC,2025-10-14T17:25:39.000+0000,(587)429-5886,,linbiangrace@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDF1EYAW,False,,23023188,0030A0000029q6tQAA,0010A000002wCQdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:36:43.000+0000,False,False,005OH0000084GETYA2,2025-10-14T17:36:43.000+0000,005OH0000084GETYA2,2025-10-14T17:36:44.000+0000,005OH0000084GETYA2,2025-10-14T17:36:44.000+0000,(416)802-3678,(416) 802-3678,agentkathy@aol.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDGBlYAO,False,,23022784,0030A0000029Y2cQAE,0010A000002vxYKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:30:13.000+0000,False,False,005OH000005URvxYAG,2025-10-14T17:30:13.000+0000,005OH000005URvxYAG,2025-10-14T17:30:13.000+0000,005OH000005URvxYAG,2025-10-14T17:30:13.000+0000,(780)702-0344X104,,tom@lifeguidefinancial.com,(780)702-0523,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDGzlYAG,False,,23022867,003G0000018f7MWIAY,0010A000002wPSBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:31:29.000+0000,False,False,0055o000001fOwHAAU,2025-10-14T17:31:29.000+0000,0055o000001fOwHAAU,2025-10-14T17:31:30.000+0000,0055o000001fOwHAAU,2025-10-14T17:31:30.000+0000,(905)276-1177,(647) 624-5571,meera.shaparia@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDHURYA4,False,,23023596,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:42:29.000+0000,False,False,005OH000005URvxYAG,2025-10-14T17:42:29.000+0000,005OH000005URvxYAG,2025-10-14T17:42:29.000+0000,005OH000005URvxYAG,2025-10-14T17:42:29.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDHatYAG,False,,23023364,0030A0000029jb6QAA,0010A000002w75tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:39:19.000+0000,False,False,0055o000002DK5fAAG,2025-10-14T17:39:19.000+0000,0055o000002DK5fAAG,2025-10-14T17:51:40.000+0000,0055o000002DK5fAAG,2025-10-14T17:51:40.000+0000,(416)818-1972,,bshah72@gmail.com,(905)829-5516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDItYYAW,False,,23024747,0031600002TuT1wAAF,0010A000002wO2oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:00:04.000+0000,False,False,005OH000002N6huYAC,2025-10-14T18:00:04.000+0000,005OH000002N6huYAC,2025-10-14T18:00:04.000+0000,005OH000002N6huYAC,2025-10-14T18:00:04.000+0000,(450)449-9739X1,(514) 984-1904,laurie@unia-finances.com,(450)444-3318,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDJBHYA4,False,,23025013,0030A0000029jbmQAA,0010A000002w76UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:03:41.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:03:41.000+0000,005OH000003ds0PYAQ,2025-10-14T18:03:42.000+0000,005OH000003ds0PYAQ,2025-10-14T18:03:42.000+0000,(705)222-7766,,iotto@vianet.ca,(705)523-0116,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDK0tYAG,False,,23024461,0030A0000029Z3RQAU,0010A000002vyOWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:55:36.000+0000,False,False,0055o000002DK5fAAG,2025-10-14T17:55:36.000+0000,0055o000002DK5fAAG,2025-10-14T17:55:36.000+0000,0055o000002DK5fAAG,2025-10-14T17:55:36.000+0000,(416)497-5000,,allen.group@iaprivatewealth.ca,(416)497-5001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDK7NYAW,False,,23026011,0031600002TuT1wAAF,0010A000002wO2oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:19:02.000+0000,False,False,005OH000002N6huYAC,2025-10-14T18:19:02.000+0000,005OH000002N6huYAC,2025-10-14T18:19:02.000+0000,005OH000002N6huYAC,2025-10-14T18:19:02.000+0000,(450)449-9739X1,(514) 984-1904,laurie@unia-finances.com,(450)444-3318,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDKKFYA4,False,,23023793,0035o000006P7mnAAC,0015o000006uMrTAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:45:16.000+0000,False,False,005OH0000084GETYA2,2025-10-14T17:45:16.000+0000,005OH0000084GETYA2,2025-10-14T17:45:16.000+0000,005OH0000084GETYA2,2025-10-14T17:45:16.000+0000,(416)807-8253,,cosimocommisso1999@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDKthYAG,False,,23023272,0030A0000029eo1QAA,0010A000002w33dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:37:57.000+0000,False,False,0055o000002DK5fAAG,2025-10-14T17:37:57.000+0000,0055o000002DK5fAAG,2025-10-14T17:37:57.000+0000,0055o000002DK5fAAG,2025-10-14T17:37:57.000+0000,(905)642-4540,,jmorse@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDL4zYAG,False,,23023280,0030A0000029mOGQAY,0010A000002w9O4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:38:05.000+0000,False,False,005OH0000084GETYA2,2025-10-14T17:38:05.000+0000,005OH0000084GETYA2,2025-10-14T17:38:06.000+0000,005OH0000084GETYA2,2025-10-14T17:38:06.000+0000,(705)534-4698,(705) 528-9070,kchapman@rogers.com,(705)534-3670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDL6eYAG,False,,23024439,0030A0000029oukQAA,0010A000002wBUXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:55:18.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T17:55:18.000+0000,005OH000003ds0PYAQ,2025-10-14T17:55:18.000+0000,005OH000003ds0PYAQ,2025-10-14T17:55:18.000+0000,(705)759-9191,,janice@northstarbrokersinc.com,(705)759-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDM2kYAG,False,,23024274,0030A0000029oTGQAY,0010A000002wB70QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:52:21.000+0000,False,False,005OH000005URvxYAG,2025-10-14T17:52:21.000+0000,005OH000005URvxYAG,2025-10-14T17:52:21.000+0000,005OH000005URvxYAG,2025-10-14T17:52:21.000+0000,(780)852-5240,,rmcgu@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDN5FYAW,False,,23024594,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:57:47.000+0000,False,False,005OH000005URvxYAG,2025-10-14T17:57:47.000+0000,005OH000005URvxYAG,2025-10-14T17:57:48.000+0000,005OH000005URvxYAG,2025-10-14T17:57:48.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDPZ7YAO,False,,23026485,0030A0000029bRIQAY,0010A000002w0NiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:26:26.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T18:26:26.000+0000,005OH000007fgYjYAI,2025-10-14T18:26:27.000+0000,005OH000007fgYjYAI,2025-10-14T18:26:27.000+0000,(514)445-4143,,reid@juteausf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDPa3YAG,False,,23025950,0030A0000029c17QAA,0010A000002w0qHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:18:04.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T18:18:04.000+0000,005OH000007fgYjYAI,2025-10-14T18:18:05.000+0000,005OH000007fgYjYAI,2025-10-14T18:18:05.000+0000,(514)984-9428,,mlrapagna@gmail.com,(514)499-5399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDPlJYAW,False,,23023866,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:46:18.000+0000,False,False,005OH000005URvxYAG,2025-10-14T17:46:18.000+0000,005OH000005URvxYAG,2025-10-14T17:46:19.000+0000,005OH000005URvxYAG,2025-10-14T17:46:19.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDQSsYAO,False,,23024148,003OH00000R2Bw3YAF,001OH00000WrwlMYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:50:19.000+0000,False,False,005OH0000030c5BYAQ,2025-10-14T17:50:19.000+0000,005OH0000030c5BYAQ,2025-10-14T17:50:20.000+0000,005OH0000030c5BYAQ,2025-10-14T17:50:20.000+0000,(613)764-0213,,marc@clearviewwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDQskYAG,False,,23026897,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:32:32.000+0000,False,False,0055o000001fOwHAAU,2025-10-14T18:32:32.000+0000,0055o000001fOwHAAU,2025-10-14T18:32:33.000+0000,0055o000001fOwHAAU,2025-10-14T18:32:33.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDR2TYAW,False,,23027174,003OH00000G2grfYAB,001OH00000JxNoyYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:36:55.000+0000,False,False,0055o000002KxmIAAS,2025-10-14T18:36:55.000+0000,0055o000002KxmIAAS,2025-10-14T18:36:56.000+0000,0055o000002KxmIAAS,2025-10-14T18:36:56.000+0000,(905)374-9550,,fraz@rtfc.ca,(905)374-0397,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDUEjYAO,False,,23024372,0030A0000029e0gQAA,0010A000002w2QWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:54:17.000+0000,False,False,005OH0000084GETYA2,2025-10-14T17:54:17.000+0000,005OH0000084GETYA2,2025-10-14T17:54:18.000+0000,005OH0000084GETYA2,2025-10-14T17:54:18.000+0000,(905)822-4488,(905) 829-6317,don.levy@manulifesecurities.ca,(905)822-4499,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDUGLYA4,False,,23024378,0030A00000B4mnKQAR,0010A00000Bf4ZZQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T17:54:21.000+0000,False,False,005OH000005URvxYAG,2025-10-14T17:54:21.000+0000,005OH000005URvxYAG,2025-10-14T17:54:22.000+0000,005OH000005URvxYAG,2025-10-14T17:54:22.000+0000,(403)986-1437,(403) 872-5717,akonoev@bridgelinewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDXCcYAO,False,,23026786,003G0000018f6YLIAY,0010A000002wOVQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:31:04.000+0000,False,False,0055o000001fOwHAAU,2025-10-14T18:31:04.000+0000,0055o000001fOwHAAU,2025-10-14T18:31:04.000+0000,0055o000001fOwHAAU,2025-10-14T18:31:04.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDXniYAG,False,,23025449,0030A0000029ne0QAA,0010A000002wAU0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:10:28.000+0000,False,False,005OH0000084GETYA2,2025-10-14T18:10:28.000+0000,005OH0000084GETYA2,2025-10-14T18:10:28.000+0000,005OH0000084GETYA2,2025-10-14T18:10:28.000+0000,(905)513-9139,(416) 999-6928,j.josephpynadath@gmail.com,(905)512-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDa42YAC,False,,23026235,0030A0000029nnOQAQ,0010A000002wAb8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:22:15.000+0000,False,False,005OH0000084GETYA2,2025-10-14T18:22:15.000+0000,005OH0000084GETYA2,2025-10-14T18:22:16.000+0000,005OH0000084GETYA2,2025-10-14T18:22:16.000+0000,(905)513-9139,(416) 727-8830,pammyman@yahoo.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDaaJYAS,False,,23026297,0030A0000029ezPQAQ,0010A000002w3DjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:23:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-14T18:23:19.000+0000,005OH000004oiYEYAY,2025-10-14T18:23:19.000+0000,005OH000004oiYEYAY,2025-10-14T18:23:19.000+0000,(519)421-7415,5195370201,davidcoad@dwcoad.com,(519)539-8725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDcAlYAK,False,,23029670,003G0000018f7HXIAY,0010A000002wPMoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:14:13.000+0000,False,False,0055o000001h4cFAAQ,2025-10-14T19:14:13.000+0000,0055o000001h4cFAAQ,2025-10-14T19:14:13.000+0000,0055o000001h4cFAAQ,2025-10-14T19:14:13.000+0000,(204)856-0605,204-871-4955,travis@belks.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDcDtYAK,False,,23025304,0030A0000029ne0QAA,0010A000002wAU0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:08:21.000+0000,False,False,005OH0000084GETYA2,2025-10-14T18:08:21.000+0000,005OH0000084GETYA2,2025-10-14T18:08:21.000+0000,005OH0000084GETYA2,2025-10-14T18:08:21.000+0000,(905)513-9139,(416) 999-6928,j.josephpynadath@gmail.com,(905)512-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDcH7YAK,False,,23025315,0030A0000029ne0QAA,0010A000002wAU0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:08:34.000+0000,False,False,005OH0000084GETYA2,2025-10-14T18:08:34.000+0000,005OH0000084GETYA2,2025-10-14T18:08:34.000+0000,005OH0000084GETYA2,2025-10-14T18:08:34.000+0000,(905)513-9139,(416) 999-6928,j.josephpynadath@gmail.com,(905)512-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDcaUYAS,False,,23025365,0030A0000029cB6QAI,0010A000002w0zTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:09:13.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:09:13.000+0000,005OH000003ds0PYAQ,2025-10-14T18:09:13.000+0000,005OH000003ds0PYAQ,2025-10-14T18:09:13.000+0000,(705)748-6966,,syoung@peakgroup.com,(705)748-3442,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDcozYAC,False,,23025392,003G0000018f7IlIAI,0010A000002wPO1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:09:37.000+0000,False,False,005OH00000245RQYAY,2025-10-14T18:09:37.000+0000,005OH00000245RQYAY,2025-10-14T18:09:37.000+0000,005OH00000245RQYAY,2025-10-14T18:09:37.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDeFhYAK,False,,23025583,003G0000018f6SdIAI,0010A000002wOOxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:12:28.000+0000,False,False,005OH00000245RQYAY,2025-10-14T18:12:28.000+0000,005OH00000245RQYAY,2025-10-14T18:12:28.000+0000,005OH00000245RQYAY,2025-10-14T18:12:28.000+0000,(450)438-5213,(514) 261-6232,marc.thibodeau@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDeUGYA0,False,,23026481,003G0000018f79fIAA,0010A000002wPCyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:26:23.000+0000,False,False,005OH00000245RQYAY,2025-10-14T18:26:23.000+0000,005OH00000245RQYAY,2025-10-14T18:26:23.000+0000,005OH00000245RQYAY,2025-10-14T18:26:23.000+0000,(514)331-6013,,wei.li@weiswealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDfBsYAK,False,,23030566,0030A0000029c3GQAQ,0010A000002w0sLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:28:43.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T19:28:43.000+0000,005OH000006owoYYAQ,2025-10-14T19:28:43.000+0000,005OH000006owoYYAQ,2025-10-14T19:28:43.000+0000,(306)934-5540,,thansen@assante.com,(306)664-6081,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDfIEYA0,False,,23026810,0030A00000ApRu6QAF,0010A00000BP7NNQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:31:32.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:31:32.000+0000,005OH000003ds0PYAQ,2025-10-14T18:31:32.000+0000,005OH000003ds0PYAQ,2025-10-14T18:31:32.000+0000,(613)498-2228,,jason.dailey@nbpcd.com,(613)498-2946,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDfOgYAK,False,,23026394,003G0000018f7oTIAQ,0010A000002wPuvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:24:59.000+0000,False,False,005OH000002N6huYAC,2025-10-14T18:24:59.000+0000,005OH000002N6huYAC,2025-10-14T18:25:00.000+0000,005OH000002N6huYAC,2025-10-14T18:25:00.000+0000,(418)313-7243,(418) 313-7243,martin.fortier@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDfVAYA0,False,,23026320,003OH00000Mj9iSYAR,001OH00000RZcamYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:23:46.000+0000,False,False,005OH00000245RQYAY,2025-10-14T18:23:46.000+0000,005OH00000245RQYAY,2025-10-14T18:23:47.000+0000,005OH00000245RQYAY,2025-10-14T18:23:47.000+0000,(514)706-0497,,jason.erdos@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDfepYAC,False,,23027163,0035o000005kxylAAA,0015o000008GwTSAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:36:47.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:36:47.000+0000,005OH000003ds0PYAQ,2025-10-14T18:36:47.000+0000,005OH000003ds0PYAQ,2025-10-14T18:36:47.000+0000,(613)583-6169,(613) 583-6169,ckelly@cornerstonewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDg2zYAC,False,,23025782,0030A0000029jyXQAQ,0010A000002w7OBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:15:17.000+0000,False,False,005OH000004pk06YAA,2025-10-14T18:15:17.000+0000,005OH000004pk06YAA,2025-10-14T18:15:17.000+0000,005OH000004pk06YAA,2025-10-14T18:15:17.000+0000,(905)850-9551,,manningfinancial@rogers.com,(905)850-9551,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDgCjYAK,False,,23026983,0030A0000029grBQAQ,0010A000002w4ohQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:34:07.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:34:07.000+0000,005OH000003ds0PYAQ,2025-10-14T18:34:08.000+0000,005OH000003ds0PYAQ,2025-10-14T18:34:08.000+0000,(613)887-2733,(613) 484-6508,jhare@cornerstonewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDgCmYAK,False,,23027479,0031600002N212TAAR,0010A000002wNbPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:41:34.000+0000,False,False,0050A000000XQhmQAG,2025-10-14T18:41:34.000+0000,0050A000000XQhmQAG,2025-10-14T18:41:34.000+0000,0050A000000XQhmQAG,2025-10-14T18:41:34.000+0000,(902)825-6000,(902) 824-3725,mwenckowski@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDgW4YAK,False,,23026907,0030A0000029aYaQAI,0010A000002vzftQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:32:42.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:32:42.000+0000,005OH000003ds0PYAQ,2025-10-14T18:32:42.000+0000,005OH000003ds0PYAQ,2025-10-14T18:32:42.000+0000,(613)707-0717,,brentwtimm@investdfsi.ca,(613)707-7312,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDh0hYAC,False,,23027004,0030A0000029iqxQAA,0010A000002w6TNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:34:24.000+0000,False,False,0055o000002KxmIAAS,2025-10-14T18:34:24.000+0000,0055o000002KxmIAAS,2025-10-14T18:34:24.000+0000,0055o000002KxmIAAS,2025-10-14T18:34:24.000+0000,(519)725-3941X224,x224,jimg@ipcwaterloo.com,(519)725-5525,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDhOsYAK,False,,23026667,0030A0000029gxWQAQ,0010A000002w4tuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:29:12.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:29:12.000+0000,005OH000003ds0PYAQ,2025-10-14T18:29:12.000+0000,005OH000003ds0PYAQ,2025-10-14T18:29:12.000+0000,(613)966-6446,,jcook@pro-invest.ca,(613)966-6513,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDhVKYA0,False,,23025920,0030A0000029mSdQAI,0010A000002w9SHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:17:30.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:17:30.000+0000,005OH000003ds0PYAQ,2025-10-14T18:17:30.000+0000,005OH000003ds0PYAQ,2025-10-14T18:17:30.000+0000,(705)674-1974X36,,jason@qres.ca,(705)674-0614,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDhbpYAC,False,,23027044,0030A00000CGPkdQAH,0010A00000Cr0qRQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:35:00.000+0000,False,False,005OH000002N6huYAC,2025-10-14T18:35:00.000+0000,005OH000002N6huYAC,2025-10-14T18:35:01.000+0000,005OH000002N6huYAC,2025-10-14T18:35:01.000+0000,(581)991-1717X104,(418) 558-5781,mcdesrochers@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDjfGYAS,False,,23028556,0030A0000029g6zQAA,0010A000002w4AgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:58:00.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:58:00.000+0000,005OH000003ds0PYAQ,2025-10-14T18:58:01.000+0000,005OH000003ds0PYAQ,2025-10-14T18:58:01.000+0000,(647)977-7565,,jasonsnowinsurance@gmail.com,(877)733-7311,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDjnFYAS,False,,23026196,003G0000029n1TxIAI,0010A000002wTFFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:21:42.000+0000,False,False,005OH000002N6huYAC,2025-10-14T18:21:42.000+0000,005OH000002N6huYAC,2025-10-14T18:21:43.000+0000,005OH000002N6huYAC,2025-10-14T18:21:43.000+0000,(450)231-8338,(450) 231-8338,vincent@gfletarte.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDjvOYAS,False,,23029349,0030A0000029gh3QAA,0010A000002w4g6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:09:56.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T19:09:56.000+0000,005OH000003ds0PYAQ,2025-10-14T19:09:57.000+0000,005OH000003ds0PYAQ,2025-10-14T19:09:57.000+0000,(705)746-8522,,bruntonfinancial@hotmail.com,(705)746-4181,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDkHtYAK,False,,23026275,0030A0000029nnOQAQ,0010A000002wAb8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:23:00.000+0000,False,False,005OH0000084GETYA2,2025-10-14T18:23:00.000+0000,005OH0000084GETYA2,2025-10-14T18:23:00.000+0000,005OH0000084GETYA2,2025-10-14T18:23:00.000+0000,(905)513-9139,(416) 727-8830,pammyman@yahoo.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDkmYYAS,False,,23026574,0030A0000029Wx2QAE,0010A000002vwcFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:27:46.000+0000,False,False,005OH000004oiYEYAY,2025-10-14T18:27:46.000+0000,005OH000004oiYEYAY,2025-10-14T18:27:46.000+0000,005OH000004oiYEYAY,2025-10-14T18:27:47.000+0000,(519)963-0571,(519) 872-2525,blloyd.rwl@gmail.com,(519)963-1376,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDm0MYAS,False,,23026945,0030A0000029ezPQAQ,0010A000002w3DjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:33:25.000+0000,False,False,005OH000004oiYEYAY,2025-10-14T18:33:25.000+0000,005OH000004oiYEYAY,2025-10-14T18:33:26.000+0000,005OH000004oiYEYAY,2025-10-14T18:33:26.000+0000,(519)421-7415,5195370201,davidcoad@dwcoad.com,(519)539-8725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDmUzYAK,False,,23026552,0030A0000029o25QAA,0010A000002wAmCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:27:22.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:27:22.000+0000,005OH000003ds0PYAQ,2025-10-14T18:27:22.000+0000,005OH000003ds0PYAQ,2025-10-14T18:27:22.000+0000,(705)942-6113,,jason.borrelli@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDmejYAC,False,,23030643,0030A0000029UmLQAU,0010A000002vuq3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:29:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T19:29:59.000+0000,005OH000004Ir1xYAC,2025-10-14T19:30:00.000+0000,005OH000004Ir1xYAC,2025-10-14T19:30:00.000+0000,(403)807-2499,,derek@rockyviewbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDnKbYAK,False,,23026649,003G0000018f7g3IAA,0010A000002wPmcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:28:53.000+0000,False,False,005OH000002N6huYAC,2025-10-14T18:28:53.000+0000,005OH000002N6huYAC,2025-10-14T18:28:54.000+0000,005OH000002N6huYAC,2025-10-14T18:28:54.000+0000,(514)639-5335,(514) 434-5335,robert@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDnajYAC,False,,23026668,0030A0000029Wx2QAE,0010A000002vwcFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:29:13.000+0000,False,False,005OH000004oiYEYAY,2025-10-14T18:29:13.000+0000,005OH000004oiYEYAY,2025-10-14T18:29:13.000+0000,005OH000004oiYEYAY,2025-10-14T18:29:13.000+0000,(519)963-0571,(519) 872-2525,blloyd.rwl@gmail.com,(519)963-1376,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDv24YAC,False,,23030057,0030A0000029XMlQAM,0010A000002vwx4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:20:23.000+0000,False,False,0055o000001h4cFAAQ,2025-10-14T19:20:23.000+0000,0055o000001h4cFAAQ,2025-10-14T19:20:23.000+0000,0055o000001h4cFAAQ,2025-10-14T19:20:23.000+0000,(204)444-5678,,investments@obstax.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDvRqYAK,False,,23027767,003G0000018f6u3IAA,0010A000002wOvwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:45:54.000+0000,False,False,005OH000002N6huYAC,2025-10-14T18:45:54.000+0000,005OH000002N6huYAC,2025-10-14T18:45:54.000+0000,005OH000002N6huYAC,2025-10-14T18:45:54.000+0000,(418)624-0003,(418) 802-6366,fplante@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDvtIYAS,False,,23028854,0030A0000029bHFQAY,0010A000002w0HSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:02:43.000+0000,False,False,005OH000004oiYEYAY,2025-10-14T19:02:43.000+0000,005OH000004oiYEYAY,2025-10-14T19:02:43.000+0000,005OH000004oiYEYAY,2025-10-14T19:02:43.000+0000,(226)271-3048,,chris@ltfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDwB1YAK,False,,23028396,0030A0000029mSSQAY,0010A000002w9S6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:55:30.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T18:55:30.000+0000,005OH000003ds0PYAQ,2025-10-14T18:55:30.000+0000,005OH000003ds0PYAQ,2025-10-14T18:55:30.000+0000,(613)546-5444,,jason.howes@holliswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDwEJYA0,False,,23031254,0030A0000029gs8QAA,0010A000002w4pKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:39:50.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T19:39:50.000+0000,005OH000006owoYYAQ,2025-10-14T19:39:50.000+0000,005OH000006owoYYAQ,2025-10-14T19:39:50.000+0000,(306)591-6955,,chapl@shaw.ca,(306)522-3300,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dDxv6YAC,False,,23029055,0035o000007D4TfAAK,0015o000007t1KbAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:05:27.000+0000,False,False,005OH000002iJPDYA2,2025-10-14T19:05:27.000+0000,005OH000002iJPDYA2,2025-10-14T19:05:27.000+0000,005OH000002iJPDYA2,2025-10-14T19:05:27.000+0000,(778)927-5268,,lisashuoli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dE0mWYAS,False,,23028840,0035o000005zj9hAAA,0015o000006Xb6NAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:02:29.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T19:02:29.000+0000,005OH000003ds0PYAQ,2025-10-14T19:02:29.000+0000,005OH000003ds0PYAQ,2025-10-14T19:02:29.000+0000,(905)434-1214,,jason.michie@rbc.com,(905)436-5068,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dE1qbYAC,False,,23028325,003G0000018f75yIAA,0010A000002wP9IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T18:54:40.000+0000,False,False,005OH000002N6huYAC,2025-10-14T18:54:40.000+0000,005OH000002N6huYAC,2025-10-14T18:54:40.000+0000,005OH000002N6huYAC,2025-10-14T18:54:40.000+0000,(450)536-0875,(514) 608-9168,alexandra.proulx@trinum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dE2GRYA0,False,,23028738,0030A0000029bLfQAI,0010A000002w0K6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:00:49.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T19:00:49.000+0000,005OH000003ds0PYAQ,2025-10-14T19:00:50.000+0000,005OH000003ds0PYAQ,2025-10-14T19:00:50.000+0000,(613)968-9229,,dlasher@crwr.ca,(613)968-4912,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dE2LIYA0,False,,23030084,0030A0000029avMQAQ,0010A000002vzyiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:20:53.000+0000,False,False,005OH000005URvxYAG,2025-10-14T19:20:53.000+0000,005OH000005URvxYAG,2025-10-14T19:20:53.000+0000,005OH000005URvxYAG,2025-10-14T19:20:53.000+0000,(780)753-2005,780-753-0219,danielschindel@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dE5ZIYA0,False,,23029492,0030A0000029fQwQAI,0010A000002w3dLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:11:52.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T19:11:52.000+0000,005OH000003ds0PYAQ,2025-10-14T19:11:53.000+0000,005OH000003ds0PYAQ,2025-10-14T19:11:53.000+0000,(705)472-8660,(705) 499-1005,jchaput@assante.com,(705)476-5413,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dE5uGYAS,False,,23029419,0030A0000029WjvQAE,0010A000002vwPlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:10:54.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T19:10:54.000+0000,005OH000003ds0PYAQ,2025-10-14T19:10:54.000+0000,005OH000003ds0PYAQ,2025-10-14T19:10:54.000+0000,(613)567-3300X35001,,jayeshaasher@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dE7HhYAK,False,,23028963,003OH00000CQX80YAH,001OH00000Evv86YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:04:14.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T19:04:14.000+0000,005OH000003ds0PYAQ,2025-10-14T19:04:14.000+0000,005OH000003ds0PYAQ,2025-10-14T19:04:14.000+0000,(905)430-6023,,jricard@assante.com,(905)430-3962,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dE8iPYAS,False,,23029106,0035o000003E9ZVAA0,0015o000003sFRJAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:06:04.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T19:06:04.000+0000,005OH000003ds0PYAQ,2025-10-14T19:06:05.000+0000,005OH000003ds0PYAQ,2025-10-14T19:06:05.000+0000,(905)665-4520,,jay.cannings@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dE8k2YAC,False,,23029304,0030A0000029aZmQAI,0010A000002vzglQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:09:24.000+0000,False,False,0055o000001h4cFAAQ,2025-10-14T19:09:24.000+0000,0055o000001h4cFAAQ,2025-10-14T19:09:25.000+0000,0055o000001h4cFAAQ,2025-10-14T19:09:25.000+0000,(204)943-6311,(204) 291-4681,ncollette@mymts.info,(204)943-6161,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEBmmYAG,False,,23031570,0030A0000029ZeXQAU,0010A000002vytPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:44:46.000+0000,False,False,0050A000000XQhmQAG,2025-10-14T19:44:46.000+0000,0050A000000XQhmQAG,2025-10-14T19:44:46.000+0000,0050A000000XQhmQAG,2025-10-14T19:44:46.000+0000,(709)726-6570,,kmennie@assante.com,(709)726-3571,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dECXWYA4,False,,23029906,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:17:54.000+0000,False,False,005OH000005URvxYAG,2025-10-14T19:17:54.000+0000,005OH000005URvxYAG,2025-10-14T19:17:54.000+0000,005OH000005URvxYAG,2025-10-14T19:17:54.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dED8iYAG,False,,23032848,0030A0000029gqrQAA,0010A000002w4oNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:07:52.000+0000,False,False,005OH000005URvxYAG,2025-10-14T20:07:52.000+0000,005OH000005URvxYAG,2025-10-14T20:07:52.000+0000,005OH000005URvxYAG,2025-10-14T20:07:52.000+0000,(780)433-3900,,david@vistaplan.ab.ca,(780)433-4044,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEDjlYAG,False,,23031117,0030A0000029WioQAE,0010A000002vwOtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:37:29.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T19:37:29.000+0000,005OH000004Ir1xYAC,2025-10-14T19:37:29.000+0000,005OH000004Ir1xYAC,2025-10-14T19:37:29.000+0000,(403)262-4466,(403) 451-4928,my_canada@hotmail.com,(403)262-9689,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEE1UYAW,False,,23031100,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:37:07.000+0000,False,False,005OH000005URvxYAG,2025-10-14T19:37:07.000+0000,005OH000005URvxYAG,2025-10-14T19:37:08.000+0000,005OH000005URvxYAG,2025-10-14T19:37:08.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEEkdYAG,False,,23031802,0030A0000029lMlQAI,0010A000002w8XfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:48:42.000+0000,False,False,0050A000000XQhmQAG,2025-10-14T19:48:42.000+0000,0050A000000XQhmQAG,2025-10-14T19:48:43.000+0000,0050A000000XQhmQAG,2025-10-14T19:48:43.000+0000,(709)749-5669,,janequ77@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEHSLYA4,False,,23030192,003OH00000AwSscYAF,001OH00000DCnzzYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:22:37.000+0000,False,False,005OH000005URvxYAG,2025-10-14T19:22:37.000+0000,005OH000005URvxYAG,2025-10-14T19:22:37.000+0000,005OH000005URvxYAG,2025-10-14T19:22:37.000+0000,(780)716-2938,,wangcg519@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEHnMYAW,False,,23030831,0030A0000029UoYQAU,0010A000002vus6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:32:40.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T19:32:40.000+0000,005OH000004Ir1xYAC,2025-10-14T19:32:40.000+0000,005OH000004Ir1xYAC,2025-10-14T19:32:40.000+0000,(613)731-4552,,,(403)320-5885,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEHvPYAW,False,,23032107,0030A0000029ZEvQAM,0010A000002vyZCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:54:14.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T19:54:14.000+0000,005OH000003ds0PYAQ,2025-10-14T19:54:14.000+0000,005OH000003ds0PYAQ,2025-10-14T19:54:14.000+0000,(613)548-3031,(613) 634-4503,parksjeffrey@hotmail.com,(613)548-7306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEIWTYA4,False,,23030326,0030A0000029eTuQAI,0010A000002w2p0QAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,The customer was having trouble registering for a group insurance plan through their husband's work. They were unable to create an account or access the plan details. The agent was unable to locate the customer's account information using the details provided. The agent suggested the customer contact their employer's HR department to get assistance with accessing the plan and completing the registration process (ai generated).,True,2025-10-14T19:24:35.000+0000,False,False,005OH000006wbdFYAQ,2025-10-14T19:24:35.000+0000,005OH000006wbdFYAQ,2025-10-14T19:24:35.000+0000,005OH000006wbdFYAQ,2025-10-14T19:24:35.000+0000,(780)423-9893,,gary.sawatzky@aonhewitt.com,(780)425-8295,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wbdFYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEJfSYAW,False,,23030713,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:30:55.000+0000,False,False,0055o000002KxaMAAS,2025-10-14T19:30:55.000+0000,0055o000002KxaMAAS,2025-10-14T19:30:56.000+0000,0055o000002KxaMAAS,2025-10-14T19:30:56.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dELFvYAO,False,,23033463,0035o000006ON8eAAG,0015o000006tXVlAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:19:21.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T20:19:21.000+0000,005OH000003ds0PYAQ,2025-10-14T20:19:22.000+0000,005OH000003ds0PYAQ,2025-10-14T20:19:22.000+0000,(416)956-3782,,jeremy.hall@cibc.com,(416)594-7951,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dELPWYA4,False,,23030665,003OH00000J92KbYAJ,0010A000002vuOfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:30:18.000+0000,False,False,0050A000001o2WeQAI,2025-10-14T19:30:18.000+0000,0050A000001o2WeQAI,2025-10-14T19:30:18.000+0000,0050A000001o2WeQAI,2025-10-14T19:30:18.000+0000,,902-789-8903,andrew1.stewart@bmo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dELniYAG,False,,23030909,0030A0000029WhPQAU,0010A000002vwNtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:34:03.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T19:34:03.000+0000,005OH000004Ir1xYAC,2025-10-14T19:34:04.000+0000,005OH000004Ir1xYAC,2025-10-14T19:34:04.000+0000,(403)539-6241,,al@diversifiedportfolio.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEM0eYAG,False,,23032090,0030A0000029beZQAQ,0010A000002w0XRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:53:49.000+0000,False,False,005OH0000084GETYA2,2025-10-14T19:53:49.000+0000,005OH0000084GETYA2,2025-10-14T19:53:49.000+0000,005OH0000084GETYA2,2025-10-14T19:53:49.000+0000,(905)758-1996,,ecm@strategiclegacy.ca,(905)836-1996,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEMOoYAO,False,,23031389,0031600002WuU5FAAV,0010A000002wO94QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:41:47.000+0000,False,False,0050A000000XQhmQAG,2025-10-14T19:41:47.000+0000,0050A000000XQhmQAG,2025-10-14T19:41:47.000+0000,0050A000000XQhmQAG,2025-10-14T19:41:47.000+0000,(902)499-6893,(902) 499-6893,kory.pike@principalplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEMVIYA4,False,,23031689,003G0000018f6WUIAY,0010A000002wOTAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:46:48.000+0000,False,False,0055o000002KxaMAAS,2025-10-14T19:46:48.000+0000,0055o000002KxaMAAS,2025-10-14T19:46:48.000+0000,0055o000002KxaMAAS,2025-10-14T19:46:48.000+0000,(780)702-5807X224,,nathan@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dENBDYA4,False,,23031032,0030A0000029WioQAE,0010A000002vwOtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:35:58.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T19:35:58.000+0000,005OH000004Ir1xYAC,2025-10-14T19:35:58.000+0000,005OH000004Ir1xYAC,2025-10-14T19:35:58.000+0000,(403)262-4466,(403) 451-4928,my_canada@hotmail.com,(403)262-9689,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEOTrYAO,False,,23033230,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:14:51.000+0000,False,False,005OH000005URvxYAG,2025-10-14T20:14:51.000+0000,005OH000005URvxYAG,2025-10-14T20:14:52.000+0000,005OH000005URvxYAG,2025-10-14T20:14:52.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEOvGYAW,False,,23031204,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:38:56.000+0000,False,False,005OH000005URvxYAG,2025-10-14T19:38:56.000+0000,005OH000005URvxYAG,2025-10-14T19:38:56.000+0000,005OH000005URvxYAG,2025-10-14T19:38:56.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEOwtYAG,False,,23032067,0030A000007gU58QAE,0010A000008YBC3QAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:53:18.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T19:53:18.000+0000,005OH000003ds0PYAQ,2025-10-14T19:53:18.000+0000,005OH000003ds0PYAQ,2025-10-14T19:53:18.000+0000,(705)645-4844,,jeff.barnes@edwardjones.com,(877)314-6592,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEQ10YAG,False,,23031485,0030A0000029WvsQAE,0010A000002vwbFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:43:23.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T19:43:23.000+0000,005OH000004Ir1xYAC,2025-10-14T19:43:24.000+0000,005OH000004Ir1xYAC,2025-10-14T19:43:24.000+0000,(403)284-0494,,lauren.blumell@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEQLxYAO,False,,23031166,0030A0000029mFlQAI,0010A000002w9FOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:38:27.000+0000,False,False,0050A000000XQhmQAG,2025-10-14T19:38:27.000+0000,0050A000000XQhmQAG,2025-10-14T19:38:27.000+0000,0050A000000XQhmQAG,2025-10-14T19:38:27.000+0000,(709)778-4119,,kstoyles@callegrow.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dERLGYA4,False,,23031336,0030A0000029WojQAE,0010A000002vwUQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:40:58.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T19:40:58.000+0000,005OH000004Ir1xYAC,2025-10-14T19:40:59.000+0000,005OH000004Ir1xYAC,2025-10-14T19:40:59.000+0000,(403)304-7261,,gord@slateinsurance.ca,(403)347-5805,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dESdwYAG,False,,23032603,0030A0000029aOhQAI,0010A000002vzYVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:03:38.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T20:03:38.000+0000,005OH000006owoYYAQ,2025-10-14T20:03:39.000+0000,005OH000006owoYYAQ,2025-10-14T20:03:39.000+0000,(306)244-0077,,lisa.haanen@md.ca,(306)244-8685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dESilYAG,False,,23032863,0030A0000095iU4QAI,0010A00000A2ndaQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:08:03.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T20:08:03.000+0000,005OH000003ds0PYAQ,2025-10-14T20:08:03.000+0000,005OH000003ds0PYAQ,2025-10-14T20:08:03.000+0000,(905)373-8017,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dET25YAG,False,,23031474,0035o000007iWmJAAU,0015o000008PvMsAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:43:13.000+0000,False,False,0050A000001o2WeQAI,2025-10-14T19:43:13.000+0000,0050A000001o2WeQAI,2025-10-14T19:43:14.000+0000,0050A000001o2WeQAI,2025-10-14T19:43:14.000+0000,(902)368-8320,902-218-3957,will.parker@lambefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEUmEYAW,False,,23033448,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:19:10.000+0000,False,False,005OH000005URvxYAG,2025-10-14T20:19:10.000+0000,005OH000005URvxYAG,2025-10-14T20:19:10.000+0000,005OH000005URvxYAG,2025-10-14T20:19:10.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEVboYAG,False,,23033716,0030A0000029a7sQAA,0010A000002vzL9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:24:50.000+0000,False,False,005OH000005URvxYAG,2025-10-14T20:24:50.000+0000,005OH000005URvxYAG,2025-10-14T20:24:51.000+0000,005OH000005URvxYAG,2025-10-14T20:24:51.000+0000,(780)709-5319,,jothiamoo@gmail.com,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEVgcYAG,False,,23032379,0030A0000029YCSQA2,0010A000002vxhlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:59:03.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T19:59:03.000+0000,005OH000004Ir1xYAC,2025-10-14T19:59:04.000+0000,005OH000004Ir1xYAC,2025-10-14T19:59:04.000+0000,(403)212-2099,,rhearn@richardh.ca,(403)475-0998,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEVn6YAG,False,,23032060,0030A0000029Y5UQAU,0010A000002vxb2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:53:09.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T19:53:09.000+0000,005OH000004Ir1xYAC,2025-10-14T19:53:09.000+0000,005OH000004Ir1xYAC,2025-10-14T19:53:09.000+0000,(403)615-5818,,karimpunjwani@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEWpfYAG,False,,23033288,0030A0000029hDlQAI,0010A000002w59BQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:16:07.000+0000,False,False,005OH000005URvxYAG,2025-10-14T20:16:07.000+0000,005OH000005URvxYAG,2025-10-14T20:16:07.000+0000,005OH000005URvxYAG,2025-10-14T20:16:07.000+0000,(780)460-9599,,rrspadvisor@shaw.ca,(780)460-1816,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEWuQYAW,False,,23032200,0030A0000029YBhQAM,0010A000002vxhKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:55:45.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T19:55:45.000+0000,005OH000004Ir1xYAC,2025-10-14T19:55:45.000+0000,005OH000004Ir1xYAC,2025-10-14T19:55:45.000+0000,(403)244-0814,,marlene.mcphee@iainvestia.ca,(403)228-0091,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEYZdYAO,False,,23032141,003OH000001eZWPYA2,001OH0000020TVbYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T19:54:47.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T19:54:47.000+0000,005OH000003ds0PYAQ,2025-10-14T19:54:47.000+0000,005OH000003ds0PYAQ,2025-10-14T19:54:47.000+0000,(705)593-2696X623,,jenna@ghsret.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEaWcYAK,False,,23032756,003OH00000GC2JUYA1,001OH00000K7L99YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:06:16.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T20:06:16.000+0000,005OH000003ds0PYAQ,2025-10-14T20:06:16.000+0000,005OH000003ds0PYAQ,2025-10-14T20:06:16.000+0000,(905)885-8448,,jennifer.somerscales@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEbJ4YAK,False,,23033401,0030A0000029eLiQAI,0010A000002w2jsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:18:08.000+0000,False,False,005G0000002gyDJIAY,2025-10-14T20:18:08.000+0000,005G0000002gyDJIAY,2025-10-14T20:18:09.000+0000,005G0000002gyDJIAY,2025-10-14T20:18:09.000+0000,(780)448-1988,,shelley.lazenby@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEcmwYAC,False,,23033178,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:13:52.000+0000,False,False,005OH000005URvxYAG,2025-10-14T20:13:52.000+0000,005OH000005URvxYAG,2025-10-14T20:13:52.000+0000,005OH000005URvxYAG,2025-10-14T20:13:52.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEctOYAS,False,,23033027,0030A0000029prAQAQ,0010A000002wCDZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:10:55.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T20:10:55.000+0000,005OH000006owoYYAQ,2025-10-14T20:10:55.000+0000,005OH000006owoYYAQ,2025-10-14T20:10:55.000+0000,(613)731-4552,,,(306)244-8685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEdEPYA0,False,,23034512,0030A0000029YKnQAM,0010A000002vxn3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:41:22.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T20:41:22.000+0000,005OH000004Ir1xYAC,2025-10-14T20:41:23.000+0000,005OH000004Ir1xYAC,2025-10-14T20:41:23.000+0000,(403)287-8608,,phoenixb@telus.net,(403)387-8689,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEdPdYAK,False,,23032605,003OH000003Ml1nYAC,001OH000004EddjYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:03:39.000+0000,False,False,005OH000004oiYEYAY,2025-10-14T20:03:39.000+0000,005OH000004oiYEYAY,2025-10-14T20:03:39.000+0000,005OH000004oiYEYAY,2025-10-14T20:03:39.000+0000,(519)537-2216,,jeff@gemfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEdUTYA0,False,,23032610,0030A0000029YTeQAM,0010A000002vxtjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:03:42.000+0000,False,False,005OH000005URvxYAG,2025-10-14T20:03:42.000+0000,005OH000005URvxYAG,2025-10-14T20:03:42.000+0000,005OH000005URvxYAG,2025-10-14T20:03:42.000+0000,(403)347-9457,,afs.reddeer@telus.net,(403)347-0054,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEe3zYAC,False,,23033111,003OH00000HfQOEYA3,001OH00000LkMfwYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:12:21.000+0000,False,False,0055o000002KxaMAAS,2025-10-14T20:12:21.000+0000,0055o000002KxaMAAS,2025-10-14T20:12:21.000+0000,0055o000002KxaMAAS,2025-10-14T20:12:21.000+0000,(604)839-4268,,matt.lister@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEeTmYAK,False,,23032987,003OH000005YZa6YAG,001OH000006zHNCYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:10:07.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T20:10:07.000+0000,005OH000003ds0PYAQ,2025-10-14T20:10:08.000+0000,005OH000003ds0PYAQ,2025-10-14T20:10:08.000+0000,(905)348-1466,,jeremy.hagt@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEgAfYAK,False,,23034424,0030A0000029YKKQA2,0010A000002vxmkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:39:15.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T20:39:15.000+0000,005OH000004Ir1xYAC,2025-10-14T20:39:16.000+0000,005OH000004Ir1xYAC,2025-10-14T20:39:16.000+0000,(403)668-1139X100,403-409-9234,mko@brokerlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEgSLYA0,False,,23032915,0030A0000029gQdQAI,0010A000002w4TmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:08:56.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T20:08:56.000+0000,005OH000003ds0PYAQ,2025-10-14T20:08:56.000+0000,005OH000003ds0PYAQ,2025-10-14T20:08:57.000+0000,(613)530-2889,,jeremy.card@edwardjones.com,(866)751-1173,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEhgCYAS,False,,23033663,0030A0000029jTYQAY,0010A000002w6zhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:23:42.000+0000,False,False,005OH000005URvxYAG,2025-10-14T20:23:42.000+0000,005OH000005URvxYAG,2025-10-14T20:23:42.000+0000,005OH000005URvxYAG,2025-10-14T20:23:42.000+0000,(780)429-1243,(780) 906-9924,raybacch@telus.net,(780)425-3168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEhxuYAC,False,,23033116,0035o000006p1EeAAI,0015o000007QS79AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:12:28.000+0000,False,False,005OH000005URvxYAG,2025-10-14T20:12:28.000+0000,005OH000005URvxYAG,2025-10-14T20:12:29.000+0000,005OH000005URvxYAG,2025-10-14T20:12:29.000+0000,(780)860-1277,,josephuruvath2410@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEkR8YAK,False,,23034222,003OH00000HpjMMYAZ,001OH00000Lvx2ZYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:34:48.000+0000,False,False,0055o000001NWfMAAW,2025-10-14T20:34:48.000+0000,0055o000001NWfMAAW,2025-10-14T20:34:48.000+0000,0055o000001NWfMAAW,2025-10-14T20:34:48.000+0000,(613)447-7913,,allyhuang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEm7xYAC,False,,23033544,0030A0000029hO8QAI,0010A000002w5IkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:21:11.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T20:21:11.000+0000,005OH000003ds0PYAQ,2025-10-14T20:21:11.000+0000,005OH000003ds0PYAQ,2025-10-14T20:21:11.000+0000,(613)634-3191X2,,shawna@parasolfs.ca,(613)634-4465,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEnDhYAK,False,,23033683,0030A0000029b1IQAQ,0010A000002w040QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:24:06.000+0000,False,False,005OH000003ds0PYAQ,2025-10-14T20:24:06.000+0000,005OH000003ds0PYAQ,2025-10-14T20:24:07.000+0000,005OH000003ds0PYAQ,2025-10-14T20:24:07.000+0000,(866)382-8352,,joanne.follows@nbpcd.com,(905)404-0249,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEnyWYAS,False,,23034894,0030A0000029ZB4QAM,0010A000002vyVQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:50:04.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T20:50:04.000+0000,005OH000004Ir1xYAC,2025-10-14T20:50:05.000+0000,005OH000004Ir1xYAC,2025-10-14T20:50:05.000+0000,(587)352-0545,(587) 352-0545 preferred,john@armstrongwealth.ca,(403)228-0231,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEqUvYAK,False,,23033981,003G0000018f7IyIAI,0010A000002wPOEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:30:03.000+0000,False,False,0055o000002KxaMAAS,2025-10-14T20:30:03.000+0000,0055o000002KxaMAAS,2025-10-14T20:30:03.000+0000,0055o000002KxaMAAS,2025-10-14T20:30:03.000+0000,(403)244-7999X3,(403) 617-6717,kevin@hfgcanada.ca,(403)244-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dErE7YAK,False,,23034258,0030A0000029YDzQAM,0010A000002vxiyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:35:43.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T20:35:43.000+0000,005OH000004Ir1xYAC,2025-10-14T20:35:44.000+0000,005OH000004Ir1xYAC,2025-10-14T20:35:44.000+0000,(403)359-8151,,serens.ketel@hubinternational.com,(403)770-8362,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEs0XYAS,False,,23035871,0030A0000029kFGQAY,0010A000002w7bhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T21:13:26.000+0000,False,False,005OH000005URvxYAG,2025-10-14T21:13:26.000+0000,005OH000005URvxYAG,2025-10-14T21:13:26.000+0000,005OH000005URvxYAG,2025-10-14T21:13:26.000+0000,(780)893-5256,(780) 893-5256,jockular52@hotmail.com,(780)490-7075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEun3YAC,False,,23034378,0030A0000029mzkQAA,0010A000002w9uoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:38:24.000+0000,False,False,005OH000007fgYjYAI,2025-10-14T20:38:24.000+0000,005OH000007fgYjYAI,2025-10-14T20:38:25.000+0000,005OH000007fgYjYAI,2025-10-14T20:38:25.000+0000,(514)927-1434,,gregory.christie01@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEwAYYA0,False,,23034672,0030A0000029Z7IQAU,0010A000002vyRoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:45:23.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T20:45:23.000+0000,005OH000004Ir1xYAC,2025-10-14T20:45:23.000+0000,005OH000004Ir1xYAC,2025-10-14T20:45:23.000+0000,(403)823-5567,,gerald@helmmanagement.ca,(403)823-6063,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dEzwQYAS,False,,23034920,003G0000018f7qsIAA,0010A000002wPxIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T20:50:41.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T20:50:41.000+0000,005OH000006owoYYAQ,2025-10-14T20:50:42.000+0000,005OH000006owoYYAQ,2025-10-14T20:50:42.000+0000,(306)244-7660,,bmatheson@ramfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFA3uYAG,False,,23037860,0030A0000029a7rQAA,0010A000002vzL8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T22:23:31.000+0000,False,False,005OH000002iJPDYA2,2025-10-14T22:23:31.000+0000,005OH000002iJPDYA2,2025-10-14T22:23:32.000+0000,005OH000002iJPDYA2,2025-10-14T22:23:32.000+0000,(604)233-2233,(604) 340-5580,michellechou@alphafinancial.ca,(604)233-2222,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFAJxYAO,False,,23035795,0030A0000029ZXSQA2,0010A000002vymyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T21:11:34.000+0000,False,False,005OH000004Ir1xYAC,2025-10-14T21:11:34.000+0000,005OH000004Ir1xYAC,2025-10-14T21:11:34.000+0000,005OH000004Ir1xYAC,2025-10-14T21:11:34.000+0000,(403)218-3375,,don.yuen@holliswealth.com,(403)517-2229,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFClZYAW,False,,23036028,0030A000008savRQAQ,0010A000009nVxfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T21:17:46.000+0000,False,False,0055o000002KxaMAAS,2025-10-14T21:17:46.000+0000,0055o000002KxaMAAS,2025-10-14T21:17:46.000+0000,0055o000002KxaMAAS,2025-10-14T21:17:47.000+0000,(780)918-7214,(780) 918-7214,murray.smith@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFDOHYA4,False,,23036098,003OH00000BtEwtYAF,001OH00000EHUbAYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T21:19:56.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T21:19:56.000+0000,005OH000006owoYYAQ,2025-10-14T21:19:56.000+0000,005OH000006owoYYAQ,2025-10-14T21:19:56.000+0000,(306)933-9430,(306)665-0705,max.wiegers@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFDZeYAO,False,,23036788,003OH00000VqFakYAF,001OH00000cs20jYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T21:41:20.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T21:41:20.000+0000,005OH000006owoYYAQ,2025-10-14T21:41:20.000+0000,005OH000006owoYYAQ,2025-10-14T21:41:20.000+0000,(639)525-9876,,hoanvutt@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFL47YAG,False,,23037577,003OH0000020XvjYAE,001OH000002T5G8YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T22:11:32.000+0000,False,False,005OH000005URvxYAG,2025-10-14T22:11:32.000+0000,005OH000005URvxYAG,2025-10-14T22:11:32.000+0000,005OH000005URvxYAG,2025-10-14T22:11:32.000+0000,(780)909-3083,,nitesh23@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFMt0YAG,False,,23037120,0035o000006fXmNAAU,001G000000urMnzIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T21:51:55.000+0000,False,False,005OH000002iJPDYA2,2025-10-14T21:51:55.000+0000,005OH000002iJPDYA2,2025-10-14T21:51:55.000+0000,005OH000002iJPDYA2,2025-10-14T21:51:55.000+0000,(604) 335-7344 ext 3000,,renee.lee@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFNPHYA4,False,,23038490,0035o000005ym6uAAA,0015o000006WapsAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T22:56:37.000+0000,False,False,005OH000002iJPDYA2,2025-10-14T22:56:37.000+0000,005OH000002iJPDYA2,2025-10-14T22:56:37.000+0000,005OH000002iJPDYA2,2025-10-14T22:56:37.000+0000,(778)848-1871,,vickyfeng@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFNVhYAO,False,,23037012,0030A0000029kmhQAA,0010A000002w82uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T21:48:33.000+0000,False,False,005OH000006owoYYAQ,2025-10-14T21:48:33.000+0000,005OH000006owoYYAQ,2025-10-14T21:48:34.000+0000,005OH000006owoYYAQ,2025-10-14T21:48:34.000+0000,(306)842-2841,,michael.hoffman@weyburnsecurity.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFNp7YAG,False,,23038589,0035o000005ym6uAAA,0015o000006WapsAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T23:02:43.000+0000,False,False,005OH000002iJPDYA2,2025-10-14T23:02:43.000+0000,005OH000002iJPDYA2,2025-10-14T23:02:43.000+0000,005OH000002iJPDYA2,2025-10-14T23:02:43.000+0000,(778)848-1871,,vickyfeng@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFQF3YAO,False,,23037282,003OH00000HMDHtYAP,001OH00000LP3DFYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T21:58:19.000+0000,False,False,005OH000005URvxYAG,2025-10-14T21:58:19.000+0000,005OH000005URvxYAG,2025-10-14T21:58:19.000+0000,005OH000005URvxYAG,2025-10-14T21:58:19.000+0000,(780)953-3399,,dannytatszeto@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFQYQYA4,False,,23037479,003OH0000065JY3YAM,001OH000007b7MjYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T22:06:22.000+0000,False,False,005OH000002iJPDYA2,2025-10-14T22:06:22.000+0000,005OH000002iJPDYA2,2025-10-14T22:06:23.000+0000,005OH000002iJPDYA2,2025-10-14T22:06:23.000+0000,(778)922-4086,,lucasyan@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFQwbYAG,False,,23037348,0030A0000029YgCQAU,0010A000002vy2tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T22:01:21.000+0000,False,False,005OH000005URvxYAG,2025-10-14T22:01:21.000+0000,005OH000005URvxYAG,2025-10-14T22:01:22.000+0000,005OH000005URvxYAG,2025-10-14T22:01:22.000+0000,(780)760-2168,(780) 982-1688,benny.wong2168@gmail.com,(780)760-2168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFSojYAG,False,,23037534,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T22:09:21.000+0000,False,False,005OH000005URvxYAG,2025-10-14T22:09:21.000+0000,005OH000005URvxYAG,2025-10-14T22:09:21.000+0000,005OH000005URvxYAG,2025-10-14T22:09:21.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFcxmYAC,False,,23039354,003G0000018f70kIAA,0010A000002wP45QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T00:07:13.000+0000,False,False,005OH000001cCPNYA2,2025-10-15T00:07:13.000+0000,005OH000001cCPNYA2,2025-10-15T00:07:14.000+0000,005OH000001cCPNYA2,2025-10-15T00:07:14.000+0000,(250)763-1114X4304,(778) 821-1119,dylan@clearworthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFj1aYAC,False,,23039232,003G0000018f70kIAA,0010A000002wP45QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T23:50:45.000+0000,False,False,005OH000001cCPNYA2,2025-10-14T23:50:45.000+0000,005OH000001cCPNYA2,2025-10-14T23:50:45.000+0000,005OH000001cCPNYA2,2025-10-14T23:50:45.000+0000,(250)763-1114X4304,(778) 821-1119,dylan@clearworthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dFjO9YAK,False,,23038892,0035o000007D4TfAAK,0015o000007t1KbAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-14T23:22:23.000+0000,False,False,005OH000002iJPDYA2,2025-10-14T23:22:23.000+0000,005OH000002iJPDYA2,2025-10-14T23:22:24.000+0000,005OH000002iJPDYA2,2025-10-14T23:22:24.000+0000,(778)927-5268,,lisashuoli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,170.0
500OH00000dGPAYYA4,False,,23040729,003G0000018f7NXIAY,0010A000002wPTCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-10-15T12:40:56.000+0000,False,False,005OH000006uYruYAE,2025-10-15T12:40:04.000+0000,005OH000006uYruYAE,2025-10-20T18:58:09.000+0000,005OH000006uYruYAE,2025-10-20T18:58:09.000+0000,(902)209-1572,,jeff@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGbzfYAC,False,,23041170,003G0000018f7DMIAY,0010A000002wPHIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T12:59:27.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T12:59:27.000+0000,0050A000000XQhmQAG,2025-10-15T12:59:27.000+0000,0050A000000XQhmQAG,2025-10-15T12:59:27.000+0000,(709)682-1543,(709) 682-1543,darrell@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGdTdYAK,False,,23041401,0030A0000029kBiQAI,0010A000002w7YEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:06:34.000+0000,False,False,005G0000002gxxjIAA,2025-10-15T13:06:34.000+0000,005G0000002gxxjIAA,2025-10-15T13:06:35.000+0000,005G0000002gxxjIAA,2025-10-15T13:06:35.000+0000,(819)566-0666,819-212-4339,jerome.lacroix@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGjQwYAK,False,,23042308,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:31:05.000+0000,False,False,0055o000001NWfMAAW,2025-10-15T13:31:05.000+0000,0055o000001NWfMAAW,2025-10-15T13:31:05.000+0000,0055o000001NWfMAAW,2025-10-15T13:31:05.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGkgNYAS,False,,23041629,0031600002G7TxKAAV,0010A000002wNGnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:13:08.000+0000,False,False,0050A000000WjqvQAC,2025-10-15T13:13:08.000+0000,0050A000000WjqvQAC,2025-10-15T13:13:08.000+0000,0050A000000WjqvQAC,2025-10-15T13:13:08.000+0000,(613) 232-4577x105,,asaint@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGoAWYA0,False,,23041980,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:22:44.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T13:22:44.000+0000,005OH000007fgYjYAI,2025-10-15T13:22:44.000+0000,005OH000007fgYjYAI,2025-10-15T13:22:44.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGpEfYAK,False,,23042803,0030A0000029lHIQAY,0010A000002w8SVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:44:03.000+0000,False,False,005OH000004pk06YAA,2025-10-15T13:44:03.000+0000,005OH000004pk06YAA,2025-10-15T13:44:04.000+0000,005OH000004pk06YAA,2025-10-15T13:44:04.000+0000,(416)454-5142,4164519914,hayley@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGpWPYA0,False,,23042194,003G0000018f7DzIAI,0010A000002wPInQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:27:54.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T13:27:54.000+0000,0050A000000XQhmQAG,2025-10-15T13:27:54.000+0000,0050A000000XQhmQAG,2025-10-15T13:27:54.000+0000,(709)673-5550,(709) 673-7888,jonathan.noel@prosperitywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGpjIYAS,False,,23042935,003G0000018f7MRIAY,0010A000002wPS6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:47:19.000+0000,False,False,0050A000001o2WeQAI,2025-10-15T13:47:19.000+0000,0050A000001o2WeQAI,2025-10-15T13:47:19.000+0000,0050A000001o2WeQAI,2025-10-15T13:47:19.000+0000,(902)565-1054,(902) 565-1054,shawn@cgordoncapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGuW7YAK,False,,23045858,003OH00000VznINYAZ,001OH00000d6X9TYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:44:21.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T14:44:21.000+0000,0055o000002DK5fAAG,2025-10-15T14:44:21.000+0000,0055o000002DK5fAAG,2025-10-15T14:44:21.000+0000,(613)270-6834,,marc.vollebekk@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGvbnYAC,False,,23043365,003OH00000IjYrDYAV,001OH00000MyaFIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:57:37.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T13:57:37.000+0000,005OH000007fgYjYAI,2025-10-15T13:57:38.000+0000,005OH000007fgYjYAI,2025-10-15T13:57:38.000+0000,(438)345-5066,,fariba.a@sunplusfa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGvvEYAS,False,,23044449,0031600002cwojtAAA,0015o000008CysBAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:19:26.000+0000,False,False,005OH00000245RQYAY,2025-10-15T14:19:26.000+0000,005OH00000245RQYAY,2025-10-15T14:19:26.000+0000,005OH00000245RQYAY,2025-10-15T14:19:26.000+0000,(450) 492-5688 x106,,priscilla@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGyONYA0,False,,23042397,003G000001td3MeIAI,001OH00000LioufYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:33:54.000+0000,False,False,0050A000001o2WeQAI,2025-10-15T13:33:54.000+0000,0050A000001o2WeQAI,2025-10-15T13:33:54.000+0000,0050A000001o2WeQAI,2025-10-15T13:33:54.000+0000,(709) 781-3526,(709) 683-2646,cheryl@lupinplanninggroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGyjJYAS,False,,23042220,003G0000018f7MxIAI,0010A000002wPScQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:28:44.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T13:28:44.000+0000,0050A000000XQhmQAG,2025-10-15T13:28:44.000+0000,0050A000000XQhmQAG,2025-10-15T13:28:44.000+0000,(709)111-1111,(709) 673-2844,angela.baker@prosperitywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dGzsIYAS,False,,23042452,0030A0000029WmrQAE,0010A000002vwScQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:35:07.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T13:35:07.000+0000,005OH000007fgYjYAI,2025-10-15T13:35:08.000+0000,005OH000007fgYjYAI,2025-10-15T13:35:08.000+0000,(819)562-0601,,fledoux@groupepeak.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dH2dGYAS,False,,23042968,0030A0000029eGyQAI,0010A000002w2fmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:48:26.000+0000,False,False,0050A000000WjqvQAC,2025-10-15T13:48:26.000+0000,0050A000000WjqvQAC,2025-10-15T13:48:27.000+0000,0050A000000WjqvQAC,2025-10-15T13:48:27.000+0000,(613)695-6111X4,(613) 291-4408,frank@fmbfinancial.ca,(613)695-9111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dH45aYAC,False,,23043068,0030A0000029h2tQAA,0010A000002w4z7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:50:38.000+0000,False,False,0050A000000WjqvQAC,2025-10-15T13:50:38.000+0000,0050A000000WjqvQAC,2025-10-15T13:50:38.000+0000,0050A000000WjqvQAC,2025-10-15T13:50:38.000+0000,(613)221-5959,,dontaylor@ipcplanning.com,(613)221-5958,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dH5OGYA0,False,,23043889,0030A0000029iKWQAY,0010A000002w64bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:09:10.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T14:09:10.000+0000,005OH000004oiYEYAY,2025-10-15T14:09:11.000+0000,005OH000004oiYEYAY,2025-10-15T14:09:11.000+0000,(519)453-7378,,jgeddisfinancial@rogers.com,(519)473-9519,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dH6iWYAS,False,,23043744,0030A0000029pEIQAY,0010A000002wBjKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:06:03.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T14:06:03.000+0000,005OH000004oiYEYAY,2025-10-15T14:06:03.000+0000,005OH000004oiYEYAY,2025-10-15T14:06:03.000+0000,(519)434-8785,(519) 872-5067,allan@sunrisefinancial.ca,(519)434-0030,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dH9i1YAC,False,,23043600,0035o000007htbfAAA,0015o000008P8ymAAC,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005G0000002gxxjIAA,2025-10-15T14:03:38.000+0000,005G0000002gxxjIAA,2025-10-15T14:23:14.000+0000,005G0000002gxxjIAA,2025-10-15T14:23:14.000+0000,(514)995-7885,,mortezawork@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHAKiYAO,False,,23044346,0030A0000029ht3QAA,0010A000002w5gVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:18:03.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T14:18:03.000+0000,005OH000004oiYEYAY,2025-10-15T14:18:04.000+0000,005OH000004oiYEYAY,2025-10-15T14:18:04.000+0000,(519)631-4088,,eluft@holliswealth.com,(519)207-1094,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHBYTYA4,False,,23043304,0030A00000BTarUQAT,0010A00000C3lcQQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T13:55:50.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T13:55:50.000+0000,005OH000007fgYjYAI,2025-10-15T13:55:51.000+0000,005OH000007fgYjYAI,2025-10-15T13:55:51.000+0000,(438)533-7654,,waldy@waldytheadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHFAhYAO,False,,23044213,003G0000018f6jIIAQ,0010A000002wOjWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:15:35.000+0000,False,False,005OH00000245RQYAY,2025-10-15T14:15:35.000+0000,005OH00000245RQYAY,2025-10-15T14:15:36.000+0000,005OH00000245RQYAY,2025-10-15T14:15:36.000+0000,(514)791-3473,(514) 791-3473,patrick.beauchamp@sfprogestion.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHGWYYA4,False,,23044621,0030A0000029dSvQAI,0010A000002w1zpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:22:21.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T14:22:21.000+0000,005OH000004oiYEYAY,2025-10-15T14:22:22.000+0000,005OH000004oiYEYAY,2025-10-15T14:22:22.000+0000,(519)852-0544,,bradbedford@hotmail.com,(519)637-4485,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHLj7YAG,False,,23044167,0030A0000029XnfQAE,0010A000002vxK1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:15:00.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T14:15:00.000+0000,005OH000004oiYEYAY,2025-10-15T14:15:00.000+0000,005OH000004oiYEYAY,2025-10-15T14:15:00.000+0000,(519)654-6035,,susan.kenny@providencefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHNLAYA4,False,,23045919,0030A0000029dyyQAA,0010A000002w2OyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:45:19.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T14:45:19.000+0000,005OH000003ds0PYAQ,2025-10-15T14:45:19.000+0000,005OH000003ds0PYAQ,2025-10-15T14:45:19.000+0000,(613)720-9104,,jodi.bodkin@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHOKRYA4,False,,23045062,0030A0000029a8QQAQ,0010A000002vzLcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:30:23.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T14:30:23.000+0000,0055o000002DK5fAAG,2025-10-15T14:30:23.000+0000,0055o000002DK5fAAG,2025-10-15T14:30:23.000+0000,(905)605-7526,,tony@vfswealth.com,(877)331-4047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHOtxYAG,False,,23045706,003G0000018f7MWIAY,0010A000002wPSBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:42:06.000+0000,False,False,0055o000001fOwHAAU,2025-10-15T14:42:06.000+0000,0055o000001fOwHAAU,2025-10-15T14:42:07.000+0000,0055o000001fOwHAAU,2025-10-15T14:42:07.000+0000,(905)276-1177,(647) 624-5571,meera.shaparia@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHPJrYAO,False,,23047841,0030A0000029VmbQAE,0010A000002vveaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:18:02.000+0000,False,False,0050A000001o2WeQAI,2025-10-15T15:18:02.000+0000,0050A000001o2WeQAI,2025-10-15T15:18:02.000+0000,0050A000001o2WeQAI,2025-10-15T15:18:02.000+0000,(709)682-3514,,maxine@maxinemurphybrokerage.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHQ69YAG,False,,23046047,0030A000008uy9bQAA,0010A000009pyHGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:48:02.000+0000,False,False,0055o000001fOwHAAU,2025-10-15T14:48:02.000+0000,0055o000001fOwHAAU,2025-10-15T14:48:03.000+0000,0055o000001fOwHAAU,2025-10-15T14:48:03.000+0000,(416)366-2971,(647) 459-5767,grow@joelanglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHSUXYA4,False,,23045986,0030A0000095iU4QAI,0010A00000A2ndaQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:46:47.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T14:46:47.000+0000,005OH000003ds0PYAQ,2025-10-15T14:46:48.000+0000,005OH000003ds0PYAQ,2025-10-15T14:46:48.000+0000,(905)373-8017,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHSxVYAW,False,,23044926,0030A0000029c5PQAQ,0010A000002w0uAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:27:45.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T14:27:45.000+0000,005OH000004oiYEYAY,2025-10-15T14:27:45.000+0000,005OH000004oiYEYAY,2025-10-15T14:27:45.000+0000,(519)633-7824,,ted.koenig@edwardjones.com,(877)335-1361,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHTX2YAO,False,,23046011,0030A0000095iU4QAI,0010A00000A2ndaQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:47:25.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T14:47:25.000+0000,005OH000003ds0PYAQ,2025-10-15T14:47:25.000+0000,005OH000003ds0PYAQ,2025-10-15T14:47:25.000+0000,(905)373-8017,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHUcjYAG,False,,23045092,0030A0000029a8QQAQ,0010A000002vzLcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:30:53.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T14:30:53.000+0000,0055o000002DK5fAAG,2025-10-15T14:30:53.000+0000,0055o000002DK5fAAG,2025-10-15T14:30:53.000+0000,(905)605-7526,,tony@vfswealth.com,(877)331-4047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHUpeYAG,False,,23047581,0030A0000029YBDQA2,0010A000002vxh5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:14:05.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T15:14:05.000+0000,005OH000004oiYEYAY,2025-10-15T15:14:06.000+0000,005OH000004oiYEYAY,2025-10-15T15:14:06.000+0000,(519)652-8717,5196314282,renee.vansevanant@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHVH7YAO,False,,23046856,0030A0000029VvfQAE,0010A000002vvmwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:02:18.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T15:02:18.000+0000,005OH000003ds0PYAQ,2025-10-15T15:02:18.000+0000,005OH000003ds0PYAQ,2025-10-15T15:02:18.000+0000,(705)575-4400,,jmandolesi@all-risks.com,(705)575-4404,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHWbLYAW,False,,23046216,003OH00000G2grfYAB,001OH00000JxNoyYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:51:07.000+0000,False,False,0055o000001fOwHAAU,2025-10-15T14:51:07.000+0000,0055o000001fOwHAAU,2025-10-15T14:51:08.000+0000,0055o000001fOwHAAU,2025-10-15T14:51:08.000+0000,(905)374-9550,,fraz@rtfc.ca,(905)374-0397,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHXlvYAG,False,,23046027,003G000001IkUyXIAV,0010A000002wSBWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:47:45.000+0000,False,False,005OH000002N6huYAC,2025-10-15T14:47:45.000+0000,005OH000002N6huYAC,2025-10-15T14:47:46.000+0000,005OH000002N6huYAC,2025-10-15T14:47:46.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHa2EYAS,False,,23046656,003G0000018f7F8IAI,0010A000002wPJvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:59:31.000+0000,False,False,005OH000002N6huYAC,2025-10-15T14:59:31.000+0000,005OH000002N6huYAC,2025-10-15T14:59:31.000+0000,005OH000002N6huYAC,2025-10-15T14:59:31.000+0000,(450)672-3434X221,(514) 266-5416,philippe@gfintegrale.ca,(450)672-7979,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHdJSYA0,False,,23046797,0030A0000029WcJQAU,0010A000002vwJgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:01:31.000+0000,False,False,005G0000002gxxjIAA,2025-10-15T15:01:31.000+0000,005G0000002gxxjIAA,2025-10-15T15:01:31.000+0000,005G0000002gxxjIAA,2025-10-15T15:01:31.000+0000,(514)276-3320,,cnk@cnkohn.com,(514)276-7184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHdswYAC,False,,23046073,003OH00000VtSLNYA3,001OH00000cwsCLYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T14:48:34.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T14:48:34.000+0000,0055o000002DK5fAAG,2025-10-15T14:48:34.000+0000,0055o000002DK5fAAG,2025-10-15T14:48:34.000+0000,(289)887-4656,,jesse.whalen@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHlLqYAK,False,,23047344,0031600002G4UjQAAV,0010A000002wNEXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:10:24.000+0000,False,False,0055o000001fOwHAAU,2025-10-15T15:10:24.000+0000,0055o000001fOwHAAU,2025-10-15T15:10:25.000+0000,0055o000001fOwHAAU,2025-10-15T15:10:25.000+0000,(905)387-4606,,maria.campanella@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHlwvYAC,False,,23046774,0030A000008uy9bQAA,0010A000009pyHGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:01:11.000+0000,False,False,0055o000001fOwHAAU,2025-10-15T15:01:11.000+0000,0055o000001fOwHAAU,2025-10-15T15:01:12.000+0000,0055o000001fOwHAAU,2025-10-15T15:01:12.000+0000,(416)366-2971,(647) 459-5767,grow@joelanglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHn60YAC,False,,23050467,0030A00000B6c4vQAB,0010A00000BguBiQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:59:28.000+0000,False,False,005OH00000865wTYAQ,2025-10-15T15:59:28.000+0000,005OH00000865wTYAQ,2025-10-15T15:59:29.000+0000,005OH00000865wTYAQ,2025-10-15T15:59:29.000+0000,(780)885-6179,,cathygu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHnFaYAK,False,,23047501,0030A0000029YBDQA2,0010A000002vxh5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:12:53.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T15:12:53.000+0000,005OH000004oiYEYAY,2025-10-15T15:12:53.000+0000,005OH000004oiYEYAY,2025-10-15T15:12:53.000+0000,(519)652-8717,5196314282,renee.vansevanant@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHnXLYA0,False,,23048664,003G0000018f6RNIAY,0010A000002wONiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:30:38.000+0000,False,False,0055o000001h4cFAAQ,2025-10-15T15:30:38.000+0000,0055o000001h4cFAAQ,2025-10-15T15:30:38.000+0000,0055o000001h4cFAAQ,2025-10-15T15:30:38.000+0000,(204)953-1665,(204) 981-1445,gregg@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHnfNYAS,False,,23046917,0030A0000029VvfQAE,0010A000002vvmwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:03:02.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T15:03:02.000+0000,005OH000003ds0PYAQ,2025-10-15T15:03:02.000+0000,005OH000003ds0PYAQ,2025-10-15T15:03:02.000+0000,(705)575-4400,,jmandolesi@all-risks.com,(705)575-4404,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHq3mYAC,False,,23047962,0030A0000029aumQAA,0010A000002vzyIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:19:58.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T15:19:58.000+0000,005OH000004oiYEYAY,2025-10-15T15:19:59.000+0000,005OH000004oiYEYAY,2025-10-15T15:19:59.000+0000,(519)966-0101,,michael.fox@ipcsecurities.com,(519)966-5209,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHravYAC,False,,23047305,0030A0000029X3TQAU,0010A000002vwirQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:09:45.000+0000,False,False,0055o000001h4cFAAQ,2025-10-15T15:09:45.000+0000,0055o000001h4cFAAQ,2025-10-15T15:09:45.000+0000,0055o000001h4cFAAQ,2025-10-15T15:09:45.000+0000,(204)717-7750,,tbaker@cardinal.ca,(204)728-1882,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHrxXYAS,False,,23048432,0030A0000029hLRQAY,0010A000002w5G3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:27:12.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T15:27:12.000+0000,005OH000004oiYEYAY,2025-10-15T15:27:12.000+0000,005OH000004oiYEYAY,2025-10-15T15:27:12.000+0000,(519)601-1519,,jchanyi@mandevillepc.com,(519)858-0880,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHsSCYA0,False,,23049041,0030A0000029cx5QAA,0010A000002w1Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:36:30.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T15:36:30.000+0000,005OH000007fgYjYAI,2025-10-15T15:36:30.000+0000,005OH000007fgYjYAI,2025-10-15T15:36:30.000+0000,(514)235-5520,,dalfensteven@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHt02YAC,False,,23048433,003G0000018f6mXIAQ,0010A000002wOoFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-10-15T17:45:02.000+0000,False,False,005OH00000245RQYAY,2025-10-15T15:27:12.000+0000,005OH00000245RQYAY,2025-10-15T17:45:02.000+0000,005OH00000245RQYAY,2025-10-15T17:45:02.000+0000,(450)687-3971,(514) 668-5958,rg@rghali.ca,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dHzyJYAS,False,,23049227,003G0000018f6mXIAQ,0010A000002wOoFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:39:20.000+0000,False,False,005OH00000245RQYAY,2025-10-15T15:39:20.000+0000,005OH00000245RQYAY,2025-10-15T15:39:20.000+0000,005OH00000245RQYAY,2025-10-15T15:39:20.000+0000,(450)687-3971,(514) 668-5958,rg@rghali.ca,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dI0O5YAK,False,,23048205,0030A00000BgF8UQAV,001G000000vkddyIAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:23:35.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T15:23:35.000+0000,0055o000002DK5fAAG,2025-10-15T15:23:36.000+0000,0055o000002DK5fAAG,2025-10-15T15:23:36.000+0000,905 282 1055,,pp@perriwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dI0eDYAS,False,,23048239,0030A00000BgF8UQAV,001G000000vkddyIAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:24:09.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T15:24:09.000+0000,0055o000002DK5fAAG,2025-10-15T15:24:10.000+0000,0055o000002DK5fAAG,2025-10-15T15:24:10.000+0000,905 282 1055,,pp@perriwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dI2crYAC,False,,23050162,0030A0000029anqQAA,0010A000002vzrlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:54:48.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T15:54:48.000+0000,0055o000002DK5fAAG,2025-10-15T15:54:49.000+0000,0055o000002DK5fAAG,2025-10-15T15:54:49.000+0000,(905)764-3080,(416) 803-6686 Laura,magdalenemywong@gmail.com,(905)764-6362,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dI2zOYAS,False,,23049791,0030A0000029jWOQAY,0010A000002w72DQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:48:42.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T15:48:42.000+0000,005OH000007fgYjYAI,2025-10-15T15:48:42.000+0000,005OH000007fgYjYAI,2025-10-15T15:48:42.000+0000,(438)385-3160,(514) 909-6423,jfremillard@sequito.ca,(514)252-9163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dI5kLYAS,False,,23048773,0030A0000029WgFQAU,0010A000002vwMoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:32:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T15:32:19.000+0000,005OH000004oiYEYAY,2025-10-15T15:32:19.000+0000,005OH000004oiYEYAY,2025-10-15T15:32:19.000+0000,(519)680-7909,(519) 690-2592,tsinko@mcfr.ca,(519)679-2226,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dI6GhYAK,False,,23049638,0030A0000029aBAQAY,0010A000002vzOMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:46:03.000+0000,False,False,0055o000001NWfMAAW,2025-10-15T15:46:03.000+0000,0055o000001NWfMAAW,2025-10-15T15:46:04.000+0000,0055o000001NWfMAAW,2025-10-15T15:46:04.000+0000,(416)493-3032,(416) 358-6732,kellerchanfinancial@gmail.com,(416)907-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dI6RtYAK,False,,23048843,0030A0000029pAhQAI,0010A000002wBgXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:33:33.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T15:33:33.000+0000,005OH000003ds0PYAQ,2025-10-15T15:33:33.000+0000,005OH000003ds0PYAQ,2025-10-15T15:33:33.000+0000,(905)571-6180,,joe.diflumeri@edwardjones.com,(905)571-1474,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dI7PaYAK,False,,23048975,003OH00000VznIFYAZ,001OH00000d6X9LYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:35:34.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T15:35:34.000+0000,005OH000007fgYjYAI,2025-10-15T15:35:34.000+0000,005OH000007fgYjYAI,2025-10-15T15:35:34.000+0000,(418)997-7275,,sfournier596@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dI7uFYAS,False,,23050317,0030A0000029cHgQAI,0010A000002w14vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:57:15.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T15:57:15.000+0000,0055o000002DK5fAAG,2025-10-15T15:57:16.000+0000,0055o000002DK5fAAG,2025-10-15T15:57:16.000+0000,(519)942-2555,,lynn.greenwood@lismarfinancial.ca,(519)942-1115,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dI9ZSYA0,False,,23049455,003G0000018f6yZIAQ,0010A000002wP1DQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:42:45.000+0000,False,False,005OH00000245ROYAY,2025-10-15T15:42:45.000+0000,005OH00000245ROYAY,2025-10-15T15:42:46.000+0000,005OH00000245ROYAY,2025-10-15T15:42:46.000+0000,(519)871-4155,,andrew@frontstreetfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIECYYA4,False,,23050052,0030A0000029UgwQAE,0010A000002vulXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:52:59.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T15:52:59.000+0000,005OH000007fgYjYAI,2025-10-15T15:52:59.000+0000,005OH000007fgYjYAI,2025-10-15T15:52:59.000+0000,(418)669-4009,,frederique@vezinaetfillesf.com,(418)669-3345,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIJfGYAW,False,,23050267,0030A0000029a9XQAQ,0010A000002vzMtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T15:56:33.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T15:56:33.000+0000,005OH000007fgYjYAI,2025-10-15T15:56:34.000+0000,005OH000007fgYjYAI,2025-10-15T15:56:34.000+0000,(514)518-8954,,emile.arbour@gmail.com,(450)672-0398,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIM0UYAW,False,,23051558,003OH00000TH7ywYAD,001OH00000ZeUHpYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:16:22.000+0000,False,False,005OH00000865wTYAQ,2025-10-15T16:16:22.000+0000,005OH00000865wTYAQ,2025-10-15T16:16:23.000+0000,005OH00000865wTYAQ,2025-10-15T16:16:23.000+0000,(587)436-4013,,gandhi.yuvraj56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIN1MYAW,False,,23052936,003G0000018f6e7IAA,0010A000002wOc9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:38:51.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T16:38:51.000+0000,0055o000002KxaMAAS,2025-10-15T16:38:51.000+0000,0055o000002KxaMAAS,2025-10-15T16:38:51.000+0000,(587)226-5378,(587) 226-5378,gary.regel@restorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIR1hYAG,False,,23050925,0030A0000029lgkQAA,0010A000002w8ndQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:06:40.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T16:06:40.000+0000,005OH000007fgYjYAI,2025-10-15T16:06:41.000+0000,005OH000007fgYjYAI,2025-10-15T16:06:41.000+0000,(418)634-1222,,dennis.adams@sunlife.com,(418)622-2962,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIVDOYA4,False,,23053089,003G000001B4XzuIAF,0010A000002wQI8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:41:15.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T16:41:15.000+0000,0055o000002KxaMAAS,2025-10-15T16:41:16.000+0000,0055o000002KxaMAAS,2025-10-15T16:41:16.000+0000,(780)465-5201,(780) 499-5705,margaret@fdgteam.com,(780)469-6089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIW6HYAW,False,,23054224,0031600002cIpJQAA0,0010A000002wOK9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:00:23.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T17:00:23.000+0000,0055o000002KxaMAAS,2025-10-15T17:00:24.000+0000,0055o000002KxaMAAS,2025-10-15T17:00:24.000+0000,(780)428-8585,(587) 709-0190,claro.caguladajr@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIYOBYA4,False,,23053922,0030A0000029hunQAA,0010A000002w5hvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:55:33.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T16:55:33.000+0000,005OH000003ds0PYAQ,2025-10-15T16:55:33.000+0000,005OH000003ds0PYAQ,2025-10-15T16:55:33.000+0000,(905)372-0609,,jjodoin1@kingston.net,(905)372-6684,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIb4MYAS,False,,23053227,003OH00000VwXBUYA3,001OH00000d1oSlYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:43:22.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T16:43:22.000+0000,005OH000007fgYjYAI,2025-10-15T16:43:22.000+0000,005OH000007fgYjYAI,2025-10-15T16:43:22.000+0000,(438)874-6579,,mpaquin@groupestrategia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIb7XYAS,False,,23053882,003OH00000QjYMtYAN,001OH00000WWlnuYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:54:43.000+0000,False,False,005OH000005URvxYAG,2025-10-15T16:54:43.000+0000,005OH000005URvxYAG,2025-10-15T16:54:44.000+0000,005OH000005URvxYAG,2025-10-15T16:54:44.000+0000,(403)346-0095,(403) 396-2094,shirleychahley@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIdcTYAS,False,,23054508,003G0000018f7JnIAI,0010A000002wPP3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:05:12.000+0000,False,False,005OH00000AdAzSYAV,2025-10-15T17:05:12.000+0000,005OH00000AdAzSYAV,2025-10-15T17:05:12.000+0000,005OH00000AdAzSYAV,2025-10-15T17:05:12.000+0000,(519)371-7066,(519) 378-3597,robelder@engagedfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIdm7YAC,False,,23054770,003G0000018f7O7IAI,0010A000002wPUYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:09:31.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T17:09:31.000+0000,0055o000002KxaMAAS,2025-10-15T17:09:31.000+0000,0055o000002KxaMAAS,2025-10-15T17:09:31.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIe8cYAC,False,,23053771,003OH000003rXdkYAE,001OH000004rWVoYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:52:50.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T16:52:50.000+0000,0055o000002KxaMAAS,2025-10-15T16:52:50.000+0000,0055o000002KxaMAAS,2025-10-15T16:52:50.000+0000,(403)797-3317,,brianna@holdentaylor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIeIKYA0,False,,23054426,0030A0000029gslQAA,0010A000002w4psQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:04:00.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T17:04:00.000+0000,0050A000000XQhmQAG,2025-10-15T17:04:00.000+0000,0050A000000XQhmQAG,2025-10-15T17:04:00.000+0000,(709)682-4264,,lmhannam@hotmail.com,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIeVFYA0,False,,23053949,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:56:00.000+0000,False,False,005OH000005URvxYAG,2025-10-15T16:56:00.000+0000,005OH000005URvxYAG,2025-10-15T16:56:01.000+0000,005OH000005URvxYAG,2025-10-15T16:56:01.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIfcZYAS,False,,23053272,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:44:11.000+0000,False,False,005OH000005URvxYAG,2025-10-15T16:44:11.000+0000,005OH000005URvxYAG,2025-10-15T16:44:12.000+0000,005OH000005URvxYAG,2025-10-15T16:44:12.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIffpYAC,False,,23053939,003OH00000VwWoyYAF,001OH00000d1oSaYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:55:55.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T16:55:55.000+0000,005OH000007fgYjYAI,2025-10-15T16:55:56.000+0000,005OH000007fgYjYAI,2025-10-15T16:55:56.000+0000,(514)688-7304,,jfracette@jeanfrancoisracette.com,(450)704-0511,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIgGrYAK,False,,23052478,003G0000018f73TIAQ,0010A000002wP6nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:31:57.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T16:31:57.000+0000,0055o000002KxaMAAS,2025-10-15T16:31:58.000+0000,0055o000002KxaMAAS,2025-10-15T16:31:58.000+0000,(780)440-0733,,andrew@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIhrFYAS,False,,23052652,0031600002a7ovNAAQ,0010A000002wOHJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:34:44.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T16:34:44.000+0000,0055o000002KxaMAAS,2025-10-15T16:34:44.000+0000,0055o000002KxaMAAS,2025-10-15T16:34:44.000+0000,(403)981-1997,(403) 512-5611,ryan@evermarkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIifIYAS,False,,23053126,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,reviewed process on toolkit,True,2025-10-15T16:48:39.000+0000,False,False,005OH000006uYrkYAE,2025-10-15T16:41:50.000+0000,005OH000006uYrkYAE,2025-10-15T16:48:39.000+0000,005OH000006uYrkYAE,2025-10-15T16:48:39.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIinLYAS,False,,23052896,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,,True,2025-10-15T16:42:18.000+0000,False,False,005OH000006uYrkYAE,2025-10-15T16:38:13.000+0000,005OH000006uYrkYAE,2025-10-15T16:42:18.000+0000,005OH000006uYrkYAE,2025-10-15T16:42:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIlWfYAK,False,,23053015,003OH000009iPlXYAU,001OH00000BnuzAYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:39:57.000+0000,False,False,005OH000005URvxYAG,2025-10-15T16:39:57.000+0000,005OH000005URvxYAG,2025-10-15T16:39:58.000+0000,005OH000005URvxYAG,2025-10-15T16:39:58.000+0000,(780)932-5351,,mattpearcey@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dImqzYAC,False,,23054686,0030A0000029cfRQAQ,0010A000002w1JqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:08:15.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T17:08:15.000+0000,0050A000000XQhmQAG,2025-10-15T17:08:15.000+0000,0050A000000XQhmQAG,2025-10-15T17:08:15.000+0000,(709)754-6507,,lgeorge@aplusinsurance.nf.ca,(709)754-2160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dImxQYAS,False,,23054069,0030A00000BzCHsQAN,0010A00000CZml5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:57:59.000+0000,False,False,005OH000006owoYYAQ,2025-10-15T16:57:59.000+0000,005OH000006owoYYAQ,2025-10-15T16:57:59.000+0000,005OH000006owoYYAQ,2025-10-15T16:57:59.000+0000,(306)637-4498,,jarrett.daoust@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIoG3YAK,False,,23054040,0030A0000029lHXQAY,0010A000002w8SkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:57:23.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T16:57:23.000+0000,005OH000007fgYjYAI,2025-10-15T16:57:24.000+0000,005OH000007fgYjYAI,2025-10-15T16:57:24.000+0000,(450)886-3004,(450) 448-3565,richbourg11@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIptdYAC,False,,23053522,003OH00000VqFaiYAF,001OH00000cs20hYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:48:32.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T16:48:32.000+0000,005OH000007fgYjYAI,2025-10-15T16:48:32.000+0000,005OH000007fgYjYAI,2025-10-15T16:48:32.000+0000,(450)419-0832,,marc.moisam11@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIqRdYAK,False,,23055476,0031600002cIpJQAA0,0010A000002wOK9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:20:08.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T17:20:08.000+0000,0055o000002KxaMAAS,2025-10-15T17:20:09.000+0000,0055o000002KxaMAAS,2025-10-15T17:20:09.000+0000,(780)428-8585,(587) 709-0190,claro.caguladajr@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIrIjYAK,False,,23053656,0035o000007ah1AAAQ,0015o000008HBQEAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T16:50:36.000+0000,False,False,005OH000005URvxYAG,2025-10-15T16:50:36.000+0000,005OH000005URvxYAG,2025-10-15T16:50:37.000+0000,005OH000005URvxYAG,2025-10-15T16:50:37.000+0000,(780)362-1741,,amanda@titanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dItAvYAK,False,,23054944,0035o000005HvTHAA0,0015o000005qqQ9AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:11:55.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T17:11:55.000+0000,0050A000000Hq5PQAS,2025-10-15T17:11:55.000+0000,0050A000000Hq5PQAS,2025-10-15T17:11:55.000+0000,(905)419-5372,(905) 914-2161,amanda.basque@qandlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIwzyYAC,False,,23054398,0030A000001XjOnQAK,001G000000urMu8IAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:03:37.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T17:03:37.000+0000,0055o000002KxaMAAS,2025-10-15T17:03:38.000+0000,0055o000002KxaMAAS,2025-10-15T17:03:38.000+0000,(403) 527-1523,,nicole@smithgroupinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dIx3CYAS,False,,23054677,0030A0000029X29QAE,0010A000002vwhMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:08:09.000+0000,False,False,0050A000001o2WeQAI,2025-10-15T17:08:09.000+0000,0050A000001o2WeQAI,2025-10-15T17:08:10.000+0000,0050A000001o2WeQAI,2025-10-15T17:08:10.000+0000,(506)443-7777,(506) 470-0626,roberteaton588@gmail.com,(506)454-3866,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJ10LYAS,False,,23054740,0030A000008wOiWQAU,0010A000009rXUTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:09:10.000+0000,False,False,005OH000005URvxYAG,2025-10-15T17:09:10.000+0000,005OH000005URvxYAG,2025-10-15T17:09:11.000+0000,005OH000005URvxYAG,2025-10-15T17:09:11.000+0000,(587)877-6114,,cjensen@nextlevelinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJ1i0YAC,False,,23056267,0030A0000029gaYQAQ,0010A000002w4atQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:32:38.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T17:32:38.000+0000,0055o000002DK5fAAG,2025-10-15T17:32:38.000+0000,0055o000002DK5fAAG,2025-10-15T17:32:38.000+0000,(416)261-1112,4164127575,peterstiegler2000@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJ4nvYAC,False,,23057667,003G0000018f6zdIAA,0010A000002wP2HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:54:25.000+0000,False,False,005OH000002N6huYAC,2025-10-15T17:54:25.000+0000,005OH000002N6huYAC,2025-10-15T17:54:25.000+0000,005OH000002N6huYAC,2025-10-15T17:54:25.000+0000,(819)690-5350,(819) 690-7802,martin@martinbrisebois.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJ4uLYAS,False,,23056350,003OH00000VwWoyYAF,001OH00000d1oSaYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:33:54.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T17:33:54.000+0000,005OH000007fgYjYAI,2025-10-15T17:33:54.000+0000,005OH000007fgYjYAI,2025-10-15T17:33:54.000+0000,(514)688-7304,,jfracette@jeanfrancoisracette.com,(450)704-0511,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJ5ASYA0,False,,23056072,0030A0000029fM6QAI,0010A000002w3a2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:29:24.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T17:29:24.000+0000,0055o000002DK5fAAG,2025-10-15T17:29:24.000+0000,0055o000002DK5fAAG,2025-10-15T17:29:24.000+0000,(905)306-7777,,varcher@keybase.com,(905)306-7808,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJ9abYAC,False,,23055766,003G0000018f7RzIAI,0010A000002wPYZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:24:57.000+0000,False,False,005OH000002N6huYAC,2025-10-15T17:24:57.000+0000,005OH000002N6huYAC,2025-10-15T17:24:58.000+0000,005OH000002N6huYAC,2025-10-15T17:24:58.000+0000,(418)623-9422,(418) 563-3296,j.denis.cote@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJB1MYAW,False,,23057895,0031600002T0cBcAAJ,0010A000002wNyGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:58:13.000+0000,False,False,005OH00000245RQYAY,2025-10-15T17:58:13.000+0000,005OH00000245RQYAY,2025-10-15T17:58:14.000+0000,005OH00000245RQYAY,2025-10-15T17:58:14.000+0000,(514)931-4242,(514) 497-2366,mviglas@viglasfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJCi9YAG,False,,23056119,0030A000009RrPJQA0,0010A00000AUaVCQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:30:17.000+0000,False,False,005OH000006owoYYAQ,2025-10-15T17:30:17.000+0000,005OH000006owoYYAQ,2025-10-15T17:30:17.000+0000,005OH000006owoYYAQ,2025-10-15T17:30:17.000+0000,(306)343-3695,,brooks.barks@nbpcd.com,(306)653-7227,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJD1VYAW,False,,23056147,0030A0000029fWIQAY,0010A000002w3hAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:30:44.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T17:30:44.000+0000,0055o000002DK5fAAG,2025-10-15T17:30:44.000+0000,0055o000002DK5fAAG,2025-10-15T17:30:44.000+0000,(647)873-8522,,janet.white@iaprivatewealth.ca,(416)361-1441,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJEyWYAW,False,,23057625,0030A0000029oIlQAI,0010A000002wAyHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:53:41.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T17:53:41.000+0000,0050A000000XQhmQAG,2025-10-15T17:53:41.000+0000,0050A000000XQhmQAG,2025-10-15T17:53:41.000+0000,(709)722-6035,,lowell@bonnellfinancial.com,(709)702-0700,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJHI4YAO,False,,23057840,003G0000018f71eIAA,0010A000002wP4yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:57:15.000+0000,False,False,005OH000002N6huYAC,2025-10-15T17:57:15.000+0000,005OH000002N6huYAC,2025-10-15T17:57:16.000+0000,005OH000002N6huYAC,2025-10-15T17:57:16.000+0000,(819)371-4639,(819) 371-4639,guy-pierre@sfgpb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJHxxYAG,False,,23056618,0031600002WuSwIAAV,0010A000002wO8rQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:38:00.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T17:38:00.000+0000,0050A000000Hq5PQAS,2025-10-15T17:38:00.000+0000,0050A000000Hq5PQAS,2025-10-15T17:38:00.000+0000,(905)999-3195,(905) 999-3195,kate@uncovertherisk.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJKSnYAO,False,,23056897,003G0000018f6svIAA,0010A000002wOueQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:42:39.000+0000,False,False,005OH000002N6huYAC,2025-10-15T17:42:39.000+0000,005OH000002N6huYAC,2025-10-15T17:42:39.000+0000,005OH000002N6huYAC,2025-10-15T17:42:39.000+0000,(450)672-3434,(514) 402-4230,michel@demersfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJMCrYAO,False,,23057066,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T17:45:27.000+0000,False,False,005OH00000245RQYAY,2025-10-15T17:45:27.000+0000,005OH00000245RQYAY,2025-10-15T17:45:27.000+0000,005OH00000245RQYAY,2025-10-15T17:45:27.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJMcmYAG,False,,23059809,003OH000003EydrYAC,001OH0000045FtvYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:30:16.000+0000,False,False,005OH00000865wTYAQ,2025-10-15T18:30:16.000+0000,005OH00000865wTYAQ,2025-10-15T18:30:16.000+0000,005OH00000865wTYAQ,2025-10-15T18:30:16.000+0000,(825)522-3735,,satish.mehra@veritylifesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJPXLYA4,False,,23058154,0030A000008U2dkQAC,0010A000009OCwKQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:02:11.000+0000,False,False,0050A000001o2WeQAI,2025-10-15T18:02:11.000+0000,0050A000001o2WeQAI,2025-10-15T18:02:11.000+0000,0050A000001o2WeQAI,2025-10-15T18:02:11.000+0000,(902)817-2652,(902) 817-2652,jeff@rrwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJSlKYAW,False,,23059122,0030A0000029edOQAQ,0010A000002w2vfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:18:54.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T18:18:54.000+0000,005OH000003ds0PYAQ,2025-10-15T18:18:55.000+0000,005OH000003ds0PYAQ,2025-10-15T18:18:55.000+0000,(613)389-2811,,greg@michaelrsmith.ca,(613)389-2855,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJTUaYAO,False,,23059414,0030A0000029n0RQAQ,0010A000002w9vLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:23:44.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T18:23:44.000+0000,0050A000000XQhmQAG,2025-10-15T18:23:45.000+0000,0050A000000XQhmQAG,2025-10-15T18:23:45.000+0000,(709)781-0577,(709) 689-7262,mark@thomasjpowerfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJTeAYAW,False,,23058030,003OH00000AVDkpYAH,001OH00000ChwHyYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:00:28.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T18:00:28.000+0000,0050A000000XQhmQAG,2025-10-15T18:00:29.000+0000,0050A000000XQhmQAG,2025-10-15T18:00:29.000+0000,(709)764-9126,,lucas@livebywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJWQjYAO,False,,23058199,003G0000018f6zgIAA,0010A000002wP2KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:02:59.000+0000,False,False,005OH000002N6huYAC,2025-10-15T18:02:59.000+0000,005OH000002N6huYAC,2025-10-15T18:02:59.000+0000,005OH000002N6huYAC,2025-10-15T18:02:59.000+0000,(819)609-5088,(819) 609-1304,clement@sfcalain.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJY5zYAG,False,,23059905,0030A0000029iz8QAA,0010A000002w6ZcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:31:40.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T18:31:40.000+0000,0055o000002DK5fAAG,2025-10-15T18:31:41.000+0000,0055o000002DK5fAAG,2025-10-15T18:31:41.000+0000,(416)626-5044,,dariocaru@hotmail.com,(416)626-5068,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJZJlYAO,False,,23058468,0030A0000029jalQAA,0010A000002w75dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:07:33.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T18:07:33.000+0000,005OH000004oiYEYAY,2025-10-15T18:07:34.000+0000,005OH000004oiYEYAY,2025-10-15T18:07:34.000+0000,(519)453-5580,,mede@yourfreedom.com,(519)601-5585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJZd8YAG,False,,23059031,0035o000006zeHjAAI,0015o000007cVl5AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:17:34.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T18:17:34.000+0000,005OH000003ds0PYAQ,2025-10-15T18:17:34.000+0000,005OH000003ds0PYAQ,2025-10-15T18:17:34.000+0000,(705)645-9533,,joel@muskokains.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJblNYAS,False,,23058718,003G0000018f7FfIAI,0010A000002wPKSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:11:58.000+0000,False,False,005OH000002N6huYAC,2025-10-15T18:11:58.000+0000,005OH000002N6huYAC,2025-10-15T18:11:58.000+0000,005OH000002N6huYAC,2025-10-15T18:11:58.000+0000,(418)540-3156,(418) 540-3156,audrey@sfgauthier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJcHfYAK,False,,23059785,003G0000018f6ydIAA,0010A000002wP1HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:29:50.000+0000,False,False,005OH000002N6huYAC,2025-10-15T18:29:50.000+0000,005OH000002N6huYAC,2025-10-15T18:29:51.000+0000,005OH000002N6huYAC,2025-10-15T18:29:51.000+0000,(418)276-0057,(418) 637-1134,carol@servicesfinanciers.pro,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJceEYAS,False,,23060416,0030A0000029VmbQAE,0010A000002vveaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:39:31.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T18:39:31.000+0000,0050A000000XQhmQAG,2025-10-15T18:39:32.000+0000,0050A000000XQhmQAG,2025-10-15T18:39:32.000+0000,(709)682-3514,,maxine@maxinemurphybrokerage.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJdKFYA0,False,,23060299,0030A00000BSNyTQAX,0010A00000C2XecQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:38:08.000+0000,False,False,0055o000001NWfMAAW,2025-10-15T18:38:08.000+0000,0055o000001NWfMAAW,2025-10-15T18:38:08.000+0000,0055o000001NWfMAAW,2025-10-15T18:38:08.000+0000,(647)829-8733,,yuhuatao520@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJeD0YAK,False,,23059012,003OH00000ByJUZYA3,001OH00000ENOjDYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:17:23.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T18:17:23.000+0000,0050A000000XQhmQAG,2025-10-15T18:17:24.000+0000,0050A000000XQhmQAG,2025-10-15T18:17:24.000+0000,(709)351-4970,,marina.butt2010@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJfPDYA0,False,,23060163,0030A0000029jR7QAI,0010A000002w6xQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:35:46.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T18:35:46.000+0000,0055o000002DK5fAAG,2025-10-15T18:35:47.000+0000,0055o000002DK5fAAG,2025-10-15T18:35:47.000+0000,(416)875-4442,,humphreycad@gmail.com,(416)495-7611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJgGSYA0,False,,23061814,0030A000007UwJdQAK,0010A000008Mn4fQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:02:45.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T19:02:45.000+0000,005OH000003ds0PYAQ,2025-10-15T19:02:45.000+0000,005OH000003ds0PYAQ,2025-10-15T19:02:45.000+0000,(866)382-8352,,john.cleary@nbpcd.com,(613)547-9347,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJhpMYAS,False,,23063264,0030A0000029m4SQAQ,0010A000002w95mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:26:42.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T19:26:42.000+0000,005OH000003ds0PYAQ,2025-10-15T19:26:42.000+0000,005OH000003ds0PYAQ,2025-10-15T19:26:42.000+0000,(705)876-1373,,douglas.schultz@scotiawealth.com,(705)876-1045,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJhywYAC,False,,23061257,0030A000005Ojc1QAC,0010A00000687mdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:53:27.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T18:53:27.000+0000,0050A000000XQhmQAG,2025-10-15T18:53:28.000+0000,0050A000000XQhmQAG,2025-10-15T18:53:28.000+0000,(709)758-1283,,mike_bradley@cooperators.ca,(709)758-1286,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJiIEYA0,False,,23060115,0030A0000029b1AQAQ,0010A000002w03sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:35:00.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T18:35:00.000+0000,005OH000004oiYEYAY,2025-10-15T18:35:00.000+0000,005OH000004oiYEYAY,2025-10-15T18:35:00.000+0000,(519)577-1616,,marino@marinofiliplic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJiJqYAK,False,,23059698,003G0000018f6ydIAA,0010A000002wP1HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:28:34.000+0000,False,False,005OH000002N6huYAC,2025-10-15T18:28:34.000+0000,005OH000002N6huYAC,2025-10-15T18:28:34.000+0000,005OH000002N6huYAC,2025-10-15T18:28:34.000+0000,(418)276-0057,(418) 637-1134,carol@servicesfinanciers.pro,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJiLRYA0,False,,23059411,0030A0000029iUpQAI,0010A000002w6DDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:23:43.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T18:23:43.000+0000,005OH000004oiYEYAY,2025-10-15T18:23:43.000+0000,005OH000004oiYEYAY,2025-10-15T18:23:43.000+0000,(519)619-3558,,info@wdavidwhite.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJiVCYA0,False,,23060647,0030A0000029broQAA,0010A000002w0iQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:43:35.000+0000,False,False,0055o000002KxmIAAS,2025-10-15T18:43:35.000+0000,0055o000002KxmIAAS,2025-10-15T18:43:35.000+0000,0055o000002KxmIAAS,2025-10-15T18:43:35.000+0000,(905)380-7575,,joeedge19@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJjRDYA0,False,,23061488,0030A00000BKHHfQAP,0010A00000BuekbQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:57:29.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T18:57:29.000+0000,0050A000000XQhmQAG,2025-10-15T18:57:29.000+0000,0050A000000XQhmQAG,2025-10-15T18:57:29.000+0000,(709)330-4701,,gseymour@callegrow.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJkOrYAK,False,,23059630,003G0000024MfxAIAS,0010A000002wTA5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:27:09.000+0000,False,False,005OH00000245RQYAY,2025-10-15T18:27:09.000+0000,005OH00000245RQYAY,2025-10-15T18:27:10.000+0000,005OH00000245RQYAY,2025-10-15T18:27:10.000+0000,(450)687-3971,(514) 715-7681,joseph@vaultgrp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJmH0YAK,False,,23060695,0030A0000029d0aQAA,0010A000002w1b7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:44:05.000+0000,False,False,0050A000001o2WeQAI,2025-10-15T18:44:05.000+0000,0050A000001o2WeQAI,2025-10-15T18:44:05.000+0000,0050A000001o2WeQAI,2025-10-15T18:44:05.000+0000,(709)576-1785,,dacormier@assante.com,(709)576-1815,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJmYoYAK,False,,23061197,0030A0000029lnrQAA,0010A000002w8stQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:52:32.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T18:52:32.000+0000,0055o000002DK5fAAG,2025-10-15T18:52:32.000+0000,0055o000002DK5fAAG,2025-10-15T18:52:32.000+0000,(416)873-6910,,,(416)740-5734,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJnHvYAK,False,,23061015,0030A0000029dmLQAQ,0010A000002w2DwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:49:24.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T18:49:24.000+0000,005OH000003ds0PYAQ,2025-10-15T18:49:24.000+0000,005OH000003ds0PYAQ,2025-10-15T18:49:24.000+0000,(705)476-5422,,jalexander@assante.com,(705)476-7842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJnMkYAK,False,,23060918,0030A0000029jGIQAY,0010A000002w6nyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:47:51.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T18:47:51.000+0000,005OH000003ds0PYAQ,2025-10-15T18:47:52.000+0000,005OH000003ds0PYAQ,2025-10-15T18:47:52.000+0000,(613)966-4160,,ahern@lks.net,(613)966-7202,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJo7aYAC,False,,23061282,0030A0000029mQzQAI,0010A000002w9QYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:53:50.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T18:53:50.000+0000,0055o000002DK5fAAG,2025-10-15T18:53:50.000+0000,0055o000002DK5fAAG,2025-10-15T18:53:50.000+0000,(647)924-5524,,vkkalia98@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJopDYAS,False,,23064640,0030A0000029UsBQAU,0010A000002vuvKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:50:38.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T19:50:38.000+0000,005OH000004Ir1xYAC,2025-10-15T19:50:38.000+0000,005OH000004Ir1xYAC,2025-10-15T19:50:38.000+0000,(403)720-8363,,dwayne.mccombs@holliswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJoqiYAC,False,,23061520,0030A000007UwJdQAK,0010A000008Mn4fQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:58:03.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T18:58:03.000+0000,005OH000003ds0PYAQ,2025-10-15T18:58:03.000+0000,005OH000003ds0PYAQ,2025-10-15T18:58:03.000+0000,(866)382-8352,,john.cleary@nbpcd.com,(613)547-9347,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJpd4YAC,False,,23060757,003G0000018f6w1IAA,0010A000002wOxtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:44:58.000+0000,False,False,005G0000002gxxjIAA,2025-10-15T18:44:58.000+0000,005G0000002gxxjIAA,2025-10-15T18:44:58.000+0000,005G0000002gxxjIAA,2025-10-15T18:44:58.000+0000,(418)476-5864X102,(418) 931-3848,marie-pierr@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJq2sYAC,False,,23060491,0030A0000029VeWQAU,0010A000002vvWzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:40:53.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T18:40:53.000+0000,005OH000003ds0PYAQ,2025-10-15T18:40:54.000+0000,005OH000003ds0PYAQ,2025-10-15T18:40:54.000+0000,(604)992-6207,,j.robertson@latitude-west.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJrv3YAC,False,,23061768,0030A0000029WcJQAU,0010A000002vwJgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:01:56.000+0000,False,False,005G0000002gxxjIAA,2025-10-15T19:01:56.000+0000,005G0000002gxxjIAA,2025-10-15T19:01:56.000+0000,005G0000002gxxjIAA,2025-10-15T19:01:56.000+0000,(514)276-3320,,cnk@cnkohn.com,(514)276-7184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJsELYA0,False,,23060480,0030A000007UwJOQA0,0010A000008Mn4QQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:40:39.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T18:40:39.000+0000,005OH000004oiYEYAY,2025-10-15T18:40:40.000+0000,005OH000004oiYEYAY,2025-10-15T18:40:40.000+0000,(519)668-4411,,kenlofgren7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJshQYAS,False,,23061137,003OH00000FDpqVYAT,001OH00000J1PPpYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:51:28.000+0000,False,False,005G0000002gxxjIAA,2025-10-15T18:51:28.000+0000,005G0000002gxxjIAA,2025-10-15T18:51:28.000+0000,005G0000002gxxjIAA,2025-10-15T18:51:28.000+0000,(514)497-0862,,liorazohar.bitton@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJtn8YAC,False,,23061320,0030A0000029ppNQAQ,0010A000002wCBwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:54:33.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T18:54:33.000+0000,005OH000003ds0PYAQ,2025-10-15T18:54:34.000+0000,005OH000003ds0PYAQ,2025-10-15T18:54:34.000+0000,(613)242-1259,,jcavanagh0919@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJtqMYAS,False,,23061911,003G0000018f7jaIAA,0010A000002wPpyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:04:41.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T19:04:41.000+0000,0050A000000XQhmQAG,2025-10-15T19:04:41.000+0000,0050A000000XQhmQAG,2025-10-15T19:04:41.000+0000,(709)689-0050,(709) 689-0050,pfcmalone@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJts6YAC,False,,23063728,0035o000005eI7hAAE,0015o000006D8cuAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:34:33.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T19:34:33.000+0000,005OH000004Ir1xYAC,2025-10-15T19:34:33.000+0000,005OH000004Ir1xYAC,2025-10-15T19:34:33.000+0000,(403)229-0541,ext 109,cblankert@assante.com,(403)228-2754,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJvk6YAC,False,,23061122,0030A0000029ZeAQAU,0010A000002vyt2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:51:17.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T18:51:17.000+0000,0050A000000XQhmQAG,2025-10-15T18:51:17.000+0000,0050A000000XQhmQAG,2025-10-15T18:51:17.000+0000,(709)635-7300,,melvin@mmsfinancial.ca,(709)635-7350,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJwBYYA0,False,,23065160,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:00:29.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:00:29.000+0000,005OH000005URvxYAG,2025-10-15T20:00:29.000+0000,005OH000005URvxYAG,2025-10-15T20:00:29.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJwt5YAC,False,,23061088,0030A0000029ksLQAQ,0010A000002w87LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:50:43.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T18:50:43.000+0000,0055o000002DK5fAAG,2025-10-15T18:50:43.000+0000,0055o000002DK5fAAG,2025-10-15T18:50:43.000+0000,(905)775-4435,,p.mulcahy@holliswealth.com,(905)778-0185,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJxQxYAK,False,,23061703,0035o000006TklEAAS,0015o000006zqKVAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:00:58.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T19:00:58.000+0000,0050A000000XQhmQAG,2025-10-15T19:00:58.000+0000,0050A000000XQhmQAG,2025-10-15T19:00:58.000+0000,(888)977-7409,,paul.doyle@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJxsPYAS,False,,23063209,0030A00000CJXXFQA5,0010A00000CuHBbQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:25:41.000+0000,False,False,005G0000002gxxjIAA,2025-10-15T19:25:41.000+0000,005G0000002gxxjIAA,2025-10-15T19:25:41.000+0000,005G0000002gxxjIAA,2025-10-15T19:25:41.000+0000,(418)682-5853X318,,cdesy@bgy.ca,(418)682-3534,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJy0RYAS,False,,23061482,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T18:57:21.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T18:57:21.000+0000,0050A000000Hq5PQAS,2025-10-15T18:57:21.000+0000,0050A000000Hq5PQAS,2025-10-15T18:57:21.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJyWkYAK,False,,23065419,0030A0000029WSmQAM,0010A000002vwBQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:05:21.000+0000,False,False,005G0000002gyDJIAY,2025-10-15T20:05:21.000+0000,005G0000002gyDJIAY,2025-10-15T20:05:21.000+0000,005G0000002gyDJIAY,2025-10-15T20:05:21.000+0000,(780)988-2220,(780) 993-5503,mel_angeles@hotmail.com,(780)988-2221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJzPWYA0,False,,23063173,003G0000018f794IAA,0010A000002wPCNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:25:05.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:25:05.000+0000,0050A000000Hq5PQAS,2025-10-15T19:25:05.000+0000,0050A000000Hq5PQAS,2025-10-15T19:25:05.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJzPZYA0,False,,23063807,003G0000018f7sfIAA,0010A000002wPyvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:35:50.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:35:50.000+0000,0050A000000Hq5PQAS,2025-10-15T19:35:50.000+0000,0050A000000Hq5PQAS,2025-10-15T19:35:50.000+0000,(416) 499-5105,(416) 931-3506,sharon@gribbenfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dJznmYAC,False,,23061914,003OH00000LLjJ8YAL,001OH00000Q0fSUYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:04:42.000+0000,False,False,005G0000002gxxjIAA,2025-10-15T19:04:42.000+0000,005G0000002gxxjIAA,2025-10-15T19:04:43.000+0000,005G0000002gxxjIAA,2025-10-15T19:04:43.000+0000,(418)955-3255,819-609-6550,pierre-luc@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK0S6YAK,False,,23065253,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:02:03.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T20:02:03.000+0000,0055o000002KxaMAAS,2025-10-15T20:02:04.000+0000,0055o000002KxaMAAS,2025-10-15T20:02:04.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK0S7YAK,False,,23066646,0030A0000029mRcQAI,0010A000002w9RQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:28:34.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:28:34.000+0000,005OH000005URvxYAG,2025-10-15T20:28:35.000+0000,005OH000005URvxYAG,2025-10-15T20:28:35.000+0000,(780)408-3633,(780) 914-2216,craigbrenzan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK1kqYAC,False,,23065082,0030A0000029f2gQAA,0010A000002w3GbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:58:48.000+0000,False,False,005OH000005URvxYAG,2025-10-15T19:58:48.000+0000,005OH000005URvxYAG,2025-10-15T19:58:49.000+0000,005OH000005URvxYAG,2025-10-15T19:58:49.000+0000,(780)945-2886,,laura@cordisfinancial.ca,(780)443-4129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK1vxYAC,False,,23061552,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,confirmed process twice in error.,True,2025-10-15T19:06:02.000+0000,False,False,005OH000006uYrkYAE,2025-10-15T18:58:38.000+0000,005OH000006uYrkYAE,2025-10-15T19:06:03.000+0000,005OH000006uYrkYAE,2025-10-15T19:06:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK2IZYA0,False,,23062412,0030A0000029li3QAA,0010A000002w8ocQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:13:06.000+0000,False,False,0050A000000XQhmQAG,2025-10-15T19:13:06.000+0000,0050A000000XQhmQAG,2025-10-15T19:13:06.000+0000,0050A000000XQhmQAG,2025-10-15T19:13:06.000+0000,(709)489-1842,(709) 486-4958,pbishop@nlcu.com,(709)489-2085,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK2YiYAK,False,,23063292,0030A0000029avbQAA,0010A000002vzyxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:27:05.000+0000,False,False,005OH000006owoYYAQ,2025-10-15T19:27:05.000+0000,005OH000006owoYYAQ,2025-10-15T19:27:05.000+0000,005OH000006owoYYAQ,2025-10-15T19:27:05.000+0000,(306)955-1942,,darren@weberfinancial.ca,(306)955-1943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK2lZYAS,False,,23061658,0030A0000029mR8QAI,0010A000002w9QhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:00:21.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T19:00:21.000+0000,0055o000002DK5fAAG,2025-10-15T19:00:21.000+0000,0055o000002DK5fAAG,2025-10-15T19:00:21.000+0000,(416)816-5833,,paul@laneinsurance.ca,(416)495-7611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK4x8YAC,False,,23064109,0031600002T0cmoAAB,0010A000002wNyWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:41:06.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T19:41:06.000+0000,0055o000002KxaMAAS,2025-10-15T19:41:06.000+0000,0055o000002KxaMAAS,2025-10-15T19:41:06.000+0000,(780)800-6980,,daniel@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK5WdYAK,False,,23066130,003OH00000Mj9iSYAR,001OH00000RZcamYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:18:31.000+0000,False,False,005G0000002gxxjIAA,2025-10-15T20:18:31.000+0000,005G0000002gxxjIAA,2025-10-15T20:18:31.000+0000,005G0000002gxxjIAA,2025-10-15T20:18:31.000+0000,(514)706-0497,,jason.erdos@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK8FyYAK,False,,23064403,0035o000005IdcEAAS,0015o000005rWowAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:46:17.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T19:46:17.000+0000,005OH000004Ir1xYAC,2025-10-15T19:46:17.000+0000,005OH000004Ir1xYAC,2025-10-15T19:46:17.000+0000,(403)228-8226,,amanda@morainewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK9VOYA0,False,,23064855,003G0000018f7T5IAI,0010A000002wPZfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:54:31.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T19:54:31.000+0000,0055o000002KxaMAAS,2025-10-15T19:54:31.000+0000,0055o000002KxaMAAS,2025-10-15T19:54:31.000+0000,(587)855-6836,(780) 445-8050,tim.shmigelsky@tmsplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dK9qHYAS,False,,23062467,003G0000018f6RVIAY,0010A000002wONqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:14:17.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:14:17.000+0000,0050A000000Hq5PQAS,2025-10-15T19:14:18.000+0000,0050A000000Hq5PQAS,2025-10-15T19:14:18.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKD7VYAW,False,,23062865,0031600002cIznIAAS,0010A000002wOKdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:19:56.000+0000,False,False,005OH000006owoYYAQ,2025-10-15T19:19:56.000+0000,005OH000006owoYYAQ,2025-10-15T19:19:56.000+0000,005OH000006owoYYAQ,2025-10-15T19:19:56.000+0000,(306)230-5489,(306) 230-5489,sheriann@eaglewoodwealthmgmt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKDltYAG,False,,23064250,0030A0000029gBxQAI,0010A000002w4G8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:43:22.000+0000,False,False,005OH000004oiYEYAY,2025-10-15T19:43:22.000+0000,005OH000004oiYEYAY,2025-10-15T19:43:22.000+0000,005OH000004oiYEYAY,2025-10-15T19:43:22.000+0000,(519)575-1176,(519) 575-1176,mark.carruthers87@gmail.com,(519)570-1252,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKEI7YAO,False,,23063806,0035o000005JJrtAAG,0015o000005sEBNAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:35:48.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T19:35:48.000+0000,005OH000004Ir1xYAC,2025-10-15T19:35:49.000+0000,005OH000004Ir1xYAC,2025-10-15T19:35:49.000+0000,(780)885-2060,,shanegong@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKEbTYAW,False,,23063355,0035o000005kYUkAAM,0015o000006JDRVAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:28:06.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T19:28:06.000+0000,005OH000004Ir1xYAC,2025-10-15T19:28:06.000+0000,005OH000004Ir1xYAC,2025-10-15T19:28:06.000+0000,(403)402-5086,,xiangzhang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKEmqYAG,False,,23065860,0030A0000029oukQAA,0010A000002wBUXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:13:15.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T20:13:15.000+0000,005OH000003ds0PYAQ,2025-10-15T20:16:49.000+0000,005OH000003ds0PYAQ,2025-10-15T20:16:49.000+0000,(705)759-9191,,janice@northstarbrokersinc.com,(705)759-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKFpGYAW,False,,23063460,0035o000005kYUhAAM,0015o000006JDRRAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:29:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T19:29:55.000+0000,005OH000004Ir1xYAC,2025-10-15T19:29:55.000+0000,005OH000004Ir1xYAC,2025-10-15T19:29:55.000+0000,(587)357-8292,,yanzhiliu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKFxMYAW,False,,23063954,003G0000018f6e3IAA,0010A000002wOc5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:38:44.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:38:44.000+0000,0050A000000Hq5PQAS,2025-10-15T19:38:44.000+0000,0050A000000Hq5PQAS,2025-10-15T19:38:44.000+0000,(705)738-6855,7058782123,alexfischer@awmi.ca,(705)738-4789,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKGdGYAW,False,,23063659,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:33:35.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:33:35.000+0000,0050A000000Hq5PQAS,2025-10-15T19:33:35.000+0000,0050A000000Hq5PQAS,2025-10-15T19:33:35.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKHUTYA4,False,,23063305,0035o000006wsRRAAY,0015o000007ZDK5AAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:27:21.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:27:21.000+0000,0050A000000Hq5PQAS,2025-10-15T19:27:21.000+0000,0050A000000Hq5PQAS,2025-10-15T19:27:21.000+0000,(647)921-4213,,billy@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKHeBYAW,False,,23063627,0035o000005gYhBAAU,0015o000006FNHtAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:32:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T19:32:55.000+0000,005OH000004Ir1xYAC,2025-10-15T19:32:55.000+0000,005OH000004Ir1xYAC,2025-10-15T19:32:55.000+0000,(780)904-3060,,oliver1215@yahoo.com.hk,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKIIiYAO,False,,23066955,0030A0000029oUVQAY,0010A000002wB8FQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:35:13.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T20:35:13.000+0000,005OH000003ds0PYAQ,2025-10-15T20:35:14.000+0000,005OH000003ds0PYAQ,2025-10-15T20:35:14.000+0000,(905)665-6395,,,(905)665-8029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKIYbYAO,False,,23063450,0030A0000029pocQAA,0010A000002wCBBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:29:45.000+0000,False,False,005G0000002gxxjIAA,2025-10-15T19:29:45.000+0000,005G0000002gxxjIAA,2025-10-15T19:29:46.000+0000,005G0000002gxxjIAA,2025-10-15T19:29:46.000+0000,(418)682-3500X200,,dominique@guidanceconseils.com,(877)425-4515,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKIf8YAG,False,,23066519,0030A0000029eHEQAY,0010A000002w2g2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:26:11.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T20:26:11.000+0000,005OH000003ds0PYAQ,2025-10-15T20:26:11.000+0000,005OH000003ds0PYAQ,2025-10-15T20:26:11.000+0000,(613)966-8666,,john@benefitsservice.ca,(613)966-1013,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKIolYAG,False,,23064312,003G0000018f6ajIAA,0010A000002wOY1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:44:29.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:44:29.000+0000,0050A000000Hq5PQAS,2025-10-15T19:44:30.000+0000,0050A000000Hq5PQAS,2025-10-15T19:44:30.000+0000,(289)252-2141,(905) 373-7208,brian@springrocc.ca,(905)373-0928,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKIrxYAG,False,,23063496,0035o000005iSb7AAE,0015o000006HDHPAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:30:32.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T19:30:32.000+0000,005OH000004Ir1xYAC,2025-10-15T19:30:33.000+0000,005OH000004Ir1xYAC,2025-10-15T19:30:33.000+0000,(250)402-6088,,meagen.knoop@edwardjones.com,(877)629-5662,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKJMbYAO,False,,23063549,0031600002IShKyAAL,0010A000002wNM3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:31:32.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:31:32.000+0000,0050A000000Hq5PQAS,2025-10-15T19:31:32.000+0000,0050A000000Hq5PQAS,2025-10-15T19:31:32.000+0000,(289)277-1204,(647) 406-1780,plewis@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKJeQYAW,False,,23065410,003G000001cQtbNIAS,0010A000002wStRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:05:09.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T20:05:09.000+0000,0055o000002KxaMAAS,2025-10-15T20:05:09.000+0000,0055o000002KxaMAAS,2025-10-15T20:05:09.000+0000,(780)604-3711,(780) 604-3711,info@melaniecheekfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKKSMYA4,False,,23064032,003G0000018f7T1IAI,0010A000002wPZbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:39:51.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T19:39:51.000+0000,0055o000002KxaMAAS,2025-10-15T19:39:52.000+0000,0055o000002KxaMAAS,2025-10-15T19:39:52.000+0000,(780)988-9429,(780) 720-6720,murray@buchananinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKKvOYAW,False,,23063748,0030A0000032fmRQAQ,0010A000003oJLHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:34:56.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T19:34:56.000+0000,0055o000002KxaMAAS,2025-10-15T19:34:57.000+0000,0055o000002KxaMAAS,2025-10-15T19:34:57.000+0000,(780)428-8585X4210,(780) 993-7070,jennifer@litwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKLJaYAO,False,,23064278,0030A0000029eLiQAI,0010A000002w2jsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:43:47.000+0000,False,False,005G0000002gyDJIAY,2025-10-15T19:43:47.000+0000,005G0000002gyDJIAY,2025-10-15T19:43:47.000+0000,005G0000002gyDJIAY,2025-10-15T19:43:47.000+0000,(780)448-1988,,shelley.lazenby@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKLjNYAW,False,,23063819,003G0000018f6d3IAA,0010A000002wOaLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:36:05.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T19:36:05.000+0000,0055o000002KxaMAAS,2025-10-15T19:36:05.000+0000,0055o000002KxaMAAS,2025-10-15T19:36:05.000+0000,(780)409-8900,,mike@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKM18YAG,False,,23064010,0035o000005It1tAAC,0015o000005rlryAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:39:36.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T19:39:36.000+0000,005OH000004Ir1xYAC,2025-10-15T19:39:36.000+0000,005OH000004Ir1xYAC,2025-10-15T19:39:36.000+0000,(587)254-3259,,gladysrfinance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKO7qYAG,False,,23065135,003OH00000Vml4QYAR,001OH00000cmvUYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:00:02.000+0000,False,False,005OH00000865wTYAQ,2025-10-15T20:00:02.000+0000,005OH00000865wTYAQ,2025-10-15T20:00:03.000+0000,005OH00000865wTYAQ,2025-10-15T20:00:03.000+0000,(437)988-2748,,neerajgiri@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKOKfYAO,False,,23064094,0030A0000029mycQAA,0010A000002w9tgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:40:52.000+0000,False,False,0055o000002DK5fAAG,2025-10-15T19:40:52.000+0000,0055o000002DK5fAAG,2025-10-15T19:40:52.000+0000,0055o000002DK5fAAG,2025-10-15T19:40:52.000+0000,(416)537-8633,,patrickargosy@rogers.com,(416)537-8931,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKOULYA4,False,,23064113,003G0000018f6fOIAQ,0010A000002wOdQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:41:11.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:41:11.000+0000,0050A000000Hq5PQAS,2025-10-15T19:41:12.000+0000,0050A000000Hq5PQAS,2025-10-15T19:41:12.000+0000,(416)629-0495,(416) 629-0495,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKP2IYAW,False,,23066236,0035o000004QLsSAAW,0015o000004zTVeAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:20:33.000+0000,False,False,0055o000001NWfMAAW,2025-10-15T20:20:33.000+0000,0055o000001NWfMAAW,2025-10-15T20:20:34.000+0000,0055o000001NWfMAAW,2025-10-15T20:20:34.000+0000,(647)889-5540,,wendyli55402@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKQMTYA4,False,,23064310,0035o000005IdcFAAS,0015o000005rWoxAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:44:24.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T19:44:24.000+0000,005OH000004Ir1xYAC,2025-10-15T19:44:24.000+0000,005OH000004Ir1xYAC,2025-10-15T19:44:24.000+0000,(403)827-2763,,hanjiangrong@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKQPkYAO,False,,23066132,0030A000008WAhlQAG,0010A000009QUi2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:18:34.000+0000,False,False,005OH00000865wTYAQ,2025-10-15T20:18:34.000+0000,005OH00000865wTYAQ,2025-10-15T20:18:35.000+0000,005OH00000865wTYAQ,2025-10-15T20:18:35.000+0000,(780)328-2562X107,,katie@personalizedwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKQSvYAO,False,,23064321,0035o000005mx3UAAQ,0015o000006LDytAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:44:38.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T19:44:38.000+0000,0055o000002KxaMAAS,2025-10-15T19:44:38.000+0000,0055o000002KxaMAAS,2025-10-15T19:44:38.000+0000,(780)249-6888,(780) 906-7279,sandra.zuo@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKRgjYAG,False,,23064424,0030A0000029YQ1QAM,0010A000002vxr4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:46:50.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:46:50.000+0000,0050A000000Hq5PQAS,2025-10-15T19:46:50.000+0000,0050A000000Hq5PQAS,2025-10-15T19:46:50.000+0000,(905)554-6110,,wayne@thewestmangroup.com,(905)554-6140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKSMgYAO,False,,23064562,0030A0000029f1MQAQ,0010A000002w3FRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:49:10.000+0000,False,False,005OH000005URvxYAG,2025-10-15T19:49:10.000+0000,005OH000005URvxYAG,2025-10-15T19:49:10.000+0000,005OH000005URvxYAG,2025-10-15T19:49:10.000+0000,(780)458-7404,,tshelemey@shelemey.com,(780)460-7802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKSwBYAW,False,,23064634,003G0000018f77yIAA,0010A000002wPBHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:50:26.000+0000,False,False,0050A000000Hq5PQAS,2025-10-15T19:50:26.000+0000,0050A000000Hq5PQAS,2025-10-15T19:50:27.000+0000,0050A000000Hq5PQAS,2025-10-15T19:50:27.000+0000,(416)524-4117,(416) 524-4117,virendra@vkgfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKTvbYAG,False,,23066566,0030A0000029fwYQAQ,0010A000002w40yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:27:06.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T20:27:06.000+0000,005OH000003ds0PYAQ,2025-10-15T20:27:07.000+0000,005OH000003ds0PYAQ,2025-10-15T20:27:07.000+0000,(905)493-0378,,johnmarkoff@apexinvestment.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKVcLYAW,False,,23066875,003OH00000Mj4m7YAB,001OH00000RZcavYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:33:23.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:33:23.000+0000,005OH000005URvxYAG,2025-10-15T20:33:23.000+0000,005OH000005URvxYAG,2025-10-15T20:33:23.000+0000,(780)999-9995,,timothyweberab@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKVncYAG,False,,23065252,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:02:02.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:02:02.000+0000,005OH000005URvxYAG,2025-10-15T20:02:03.000+0000,005OH000005URvxYAG,2025-10-15T20:02:03.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKWBoYAO,False,,23065870,0030A0000029VZSQA2,0010A000002vvSFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:13:27.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:13:27.000+0000,005OH000005URvxYAG,2025-10-15T20:13:28.000+0000,005OH000005URvxYAG,2025-10-15T20:13:28.000+0000,(780)423-5858,(780) 445-8829,ian@idmfinancial.com,(780)421-4301,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKX6DYAW,False,,23065018,0030A0000029atZQAQ,0010A000002vzxAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T19:57:29.000+0000,False,False,005OH000005URvxYAG,2025-10-15T19:57:29.000+0000,005OH000005URvxYAG,2025-10-15T19:57:30.000+0000,005OH000005URvxYAG,2025-10-15T19:57:30.000+0000,(780)945-2887,,glenn.office@uniserve.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKXXfYAO,False,,23065350,003G0000018f6g0IAA,0010A000002wOe1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:04:07.000+0000,False,False,0055o000001NWfMAAW,2025-10-15T20:04:07.000+0000,0055o000001NWfMAAW,2025-10-15T20:04:07.000+0000,0055o000001NWfMAAW,2025-10-15T20:04:07.000+0000,(416)452-1468,(416) 452-1468,fui@cvfin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKZBHYA4,False,,23067334,003OH00000VBc0AYAT,001OH00000c2bpDYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:45:23.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T20:45:23.000+0000,005OH000004Ir1xYAC,2025-10-15T20:45:24.000+0000,005OH000004Ir1xYAC,2025-10-15T20:45:24.000+0000,(604)441-4634,,victor.hrs@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKafBYAS,False,,23065316,003OH00000VmdwWYAR,001OH00000cmvUOYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:03:28.000+0000,False,False,005OH00000865wTYAQ,2025-10-15T20:03:28.000+0000,005OH00000865wTYAQ,2025-10-15T20:03:28.000+0000,005OH00000865wTYAQ,2025-10-15T20:03:28.000+0000,(825)333-0165,,jatinsingla@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKcvYYAS,False,,23066482,003OH000004yGB3YAM,001OH000006KBwuYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:25:22.000+0000,False,False,005G0000002gxxjIAA,2025-10-15T20:25:22.000+0000,005G0000002gxxjIAA,2025-10-15T20:25:22.000+0000,005G0000002gxxjIAA,2025-10-15T20:25:22.000+0000,(877)577-1313X255,,macarrier@archer.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKe9PYAS,False,,23067084,0035o000005z7wjAAA,0015o000006WwkgAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:38:31.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:38:31.000+0000,005OH000005URvxYAG,2025-10-15T20:38:32.000+0000,005OH000005URvxYAG,2025-10-15T20:38:32.000+0000,(780)729-9862,,dericlau@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKf5VYAS,False,,23068233,003OH00000SgvWXYAZ,001OH00000Yv9MXYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T21:07:48.000+0000,False,False,0055o000001NWfMAAW,2025-10-15T21:07:48.000+0000,0055o000001NWfMAAW,2025-10-15T21:07:48.000+0000,0055o000001NWfMAAW,2025-10-15T21:07:48.000+0000,(647)980-9177,,ethanlic@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKfIKYA0,False,,23067017,003OH00000VOke9YAD,001OH00000cIUWSYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:36:52.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T20:36:52.000+0000,005OH000004Ir1xYAC,2025-10-15T20:36:53.000+0000,005OH000004Ir1xYAC,2025-10-15T20:36:53.000+0000,(403)503-6549,,lisa.sanderson@td.com,(403)216-2032,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKfgTYAS,False,,23065840,0030A0000029ddsQAA,0010A000002w27iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:12:51.000+0000,False,False,0055o000001NWfMAAW,2025-10-15T20:12:51.000+0000,0055o000001NWfMAAW,2025-10-15T20:12:52.000+0000,0055o000001NWfMAAW,2025-10-15T20:12:52.000+0000,(905)479-5806,(647) 203-0618,wangyousheng@live.ca,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKgfnYAC,False,,23066463,0030A0000029koQQAQ,0010A000002w84EQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:25:02.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T20:25:02.000+0000,005OH000003ds0PYAQ,2025-10-15T20:25:02.000+0000,005OH000003ds0PYAQ,2025-10-15T20:25:02.000+0000,(705)523-3124,,john.scott@rbc.com,(705)674-2570,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKghOYAS,False,,23066247,0030A0000029n3WQAQ,0010A000002w9yQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:20:45.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T20:20:45.000+0000,005OH000003ds0PYAQ,2025-10-15T20:20:45.000+0000,005OH000003ds0PYAQ,2025-10-15T20:20:45.000+0000,(905)372-4333,,john.drover@raymondjames.ca,(905)372-1127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKjnJYAS,False,,23066280,003OH00000R2AS6YAN,001OH00000WrwlFYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:21:23.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T20:21:23.000+0000,005OH000004Ir1xYAC,2025-10-15T20:21:24.000+0000,005OH000004Ir1xYAC,2025-10-15T20:21:24.000+0000,(403)282-6590,,liz@stoneandcompany.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKkoEYAS,False,,23066973,0030A0000029bHHQAY,0010A000002w0HUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:35:31.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:35:31.000+0000,005OH000005URvxYAG,2025-10-15T20:35:31.000+0000,005OH000005URvxYAG,2025-10-15T20:35:31.000+0000,(780)451-3152,,sara.hempen@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKlp7YAC,False,,23066498,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:25:48.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:25:48.000+0000,005OH000005URvxYAG,2025-10-15T20:25:48.000+0000,005OH000005URvxYAG,2025-10-15T20:25:48.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKmq1YAC,False,,23066603,0030A0000029h9MQAQ,0010A000002w54wQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:27:39.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T20:27:39.000+0000,005OH000003ds0PYAQ,2025-10-15T20:27:39.000+0000,005OH000003ds0PYAQ,2025-10-15T20:27:39.000+0000,(905)513-9139,,john@globalsolutionswest.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKn9NYAS,False,,23066635,0030A0000029hyIQAQ,0010A000002w5kwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:28:23.000+0000,False,False,005OH000007fgYjYAI,2025-10-15T20:28:23.000+0000,005OH000007fgYjYAI,2025-10-15T20:28:23.000+0000,005OH000007fgYjYAI,2025-10-15T20:28:23.000+0000,(877)446-1234,(613) 720-1351,manuel@gaudreaufinance.com,(613)446-1134,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKnAzYAK,False,,23066636,0030A0000029pssQAA,0010A000002wCF2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:28:23.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T20:28:23.000+0000,005OH000003ds0PYAQ,2025-10-15T20:28:24.000+0000,005OH000003ds0PYAQ,2025-10-15T20:28:24.000+0000,(647)339-9807,,mike.dunn@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKolNYAS,False,,23066801,003G0000018f7WeIAI,0010A000002wPdXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:31:54.000+0000,False,False,0055o000002KxaMAAS,2025-10-15T20:31:54.000+0000,0055o000002KxaMAAS,2025-10-15T20:31:54.000+0000,0055o000002KxaMAAS,2025-10-15T20:31:54.000+0000,(780)539-5943,(780) 512-6130,tab@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKpXlYAK,False,,23066879,003OH00000KOwnMYAT,001OH00000OtysCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:33:29.000+0000,False,False,005OH000003ds0PYAQ,2025-10-15T20:33:29.000+0000,005OH000003ds0PYAQ,2025-10-15T20:33:29.000+0000,005OH000003ds0PYAQ,2025-10-15T20:33:29.000+0000,(613)888-2514,,jspencer@ipckingston.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKqLlYAK,False,,23066964,003OH00000OyvtsYAB,001OH00000UORPQYA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:35:22.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T20:35:22.000+0000,005OH000004Ir1xYAC,2025-10-15T20:35:22.000+0000,005OH000004Ir1xYAC,2025-10-15T20:35:22.000+0000,(306)880-0610,,avneetdhani2@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKqqRYAS,False,,23067473,0030A0000029iFLQAY,0010A000002w5zpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:48:26.000+0000,False,False,0055o000001h4cFAAQ,2025-10-15T20:48:26.000+0000,0055o000001h4cFAAQ,2025-10-15T20:48:26.000+0000,0055o000001h4cFAAQ,2025-10-15T20:48:26.000+0000,(204)947-8510,,alain@pereuxwealth.com,(204)956-2262,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKrWLYA0,False,,23067068,0030A0000029cyKQAQ,0010A000002w1Z6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:38:08.000+0000,False,False,0055o000001NWfMAAW,2025-10-15T20:38:08.000+0000,0055o000001NWfMAAW,2025-10-15T20:38:09.000+0000,0055o000001NWfMAAW,2025-10-15T20:38:09.000+0000,(647)477-7486X113,(647) 838-7479,vito@corporatebenefitsdivision.com,(416)749-4567,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKsp0YAC,False,,23067263,0035o000006p1EeAAI,0015o000007QS79AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:43:10.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:43:10.000+0000,005OH000005URvxYAG,2025-10-15T20:43:11.000+0000,005OH000005URvxYAG,2025-10-15T20:43:11.000+0000,(780)860-1277,,josephuruvath2410@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKstvYAC,False,,23069442,0030A00000BfsVYQAZ,0010A00000CG2BZQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T21:43:58.000+0000,False,False,005OH000005URvxYAG,2025-10-15T21:43:58.000+0000,005OH000005URvxYAG,2025-10-15T21:43:58.000+0000,005OH000005URvxYAG,2025-10-15T21:43:58.000+0000,(780)980-5492,,cameron.rutten@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKukLYAS,False,,23067407,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:47:01.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:47:01.000+0000,005OH000005URvxYAG,2025-10-15T20:47:01.000+0000,005OH000005URvxYAG,2025-10-15T20:47:01.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKwEHYA0,False,,23067541,003G0000018f7EJIAY,0010A000002wPJ6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:49:57.000+0000,False,False,005OH000002iJPDYA2,2025-10-15T20:49:57.000+0000,005OH000002iJPDYA2,2025-10-15T20:49:58.000+0000,005OH000002iJPDYA2,2025-10-15T20:49:58.000+0000,(604)438-1232,(778) 883-4306,daniel.hu@hudong.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKwNxYAK,False,,23067559,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:50:22.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:50:22.000+0000,005OH000005URvxYAG,2025-10-15T20:50:23.000+0000,005OH000005URvxYAG,2025-10-15T20:50:23.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKwhJYAS,False,,23067582,003G0000018f7EJIAY,0010A000002wPJ6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:50:48.000+0000,False,False,005OH000002iJPDYA2,2025-10-15T20:50:48.000+0000,005OH000002iJPDYA2,2025-10-15T20:50:48.000+0000,005OH000002iJPDYA2,2025-10-15T20:50:48.000+0000,(604)438-1232,(778) 883-4306,daniel.hu@hudong.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dKwkXYAS,False,,23067592,0030A0000029gqrQAA,0010A000002w4oNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T20:51:07.000+0000,False,False,005OH000005URvxYAG,2025-10-15T20:51:07.000+0000,005OH000005URvxYAG,2025-10-15T20:51:08.000+0000,005OH000005URvxYAG,2025-10-15T20:51:08.000+0000,(780)433-3900,,david@vistaplan.ab.ca,(780)433-4044,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dL0eaYAC,False,,23069167,003OH000003dRLKYA2,001OH000004Zc0FYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T21:35:09.000+0000,False,False,005OH000005URvxYAG,2025-10-15T21:35:09.000+0000,005OH000005URvxYAG,2025-10-15T21:35:09.000+0000,005OH000005URvxYAG,2025-10-15T21:35:09.000+0000,(403)826-2797,,rtoews@bridgelinewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dL0zRYAS,False,,23067992,003OH00000V0wP3YAJ,001OH00000bpPTnYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T21:00:43.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T21:00:43.000+0000,005OH000004Ir1xYAC,2025-10-15T21:00:43.000+0000,005OH000004Ir1xYAC,2025-10-15T21:00:43.000+0000,(204)293-2420,,growwithharminder@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dL6X2YAK,False,,23069128,0035o000006bHY9AAM,0015o000007AIQ4AAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T21:34:07.000+0000,False,False,005OH000005URvxYAG,2025-10-15T21:34:07.000+0000,005OH000005URvxYAG,2025-10-15T21:34:07.000+0000,005OH000005URvxYAG,2025-10-15T21:34:07.000+0000,(780)965-6744,,royalstar17@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dLAHFYA4,False,,23068811,003OH00000V0wOzYAJ,001OH00000bpPTjYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T21:23:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-15T21:23:55.000+0000,005OH000004Ir1xYAC,2025-10-15T21:23:55.000+0000,005OH000004Ir1xYAC,2025-10-15T21:23:55.000+0000,(306)216-8132,,kaitlynd@wolfondfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dLAUAYA4,False,,23069053,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T21:32:03.000+0000,False,False,005OH000005URvxYAG,2025-10-15T21:32:03.000+0000,005OH000005URvxYAG,2025-10-15T21:32:03.000+0000,005OH000005URvxYAG,2025-10-15T21:32:03.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dLBelYAG,False,,23069052,003G0000018f6q2IAA,0010A000002wOrlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T21:32:03.000+0000,False,False,005OH000001cCPNYA2,2025-10-15T21:32:03.000+0000,005OH000001cCPNYA2,2025-10-15T21:32:03.000+0000,005OH000001cCPNYA2,2025-10-15T21:32:03.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dLFTpYAO,False,,23069380,0035o000007brGYAAY,0015o000008IQedAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T21:41:55.000+0000,False,False,005OH000005URvxYAG,2025-10-15T21:41:55.000+0000,005OH000005URvxYAG,2025-10-15T21:41:55.000+0000,005OH000005URvxYAG,2025-10-15T21:41:55.000+0000,(780)807-4117,,re.rohami@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dLFvFYAW,False,,23069438,0035o000005vvznAAA,0015o000006Tp60AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T21:43:49.000+0000,False,False,005OH000002iJPDYA2,2025-10-15T21:43:49.000+0000,005OH000002iJPDYA2,2025-10-15T21:43:50.000+0000,005OH000002iJPDYA2,2025-10-15T21:43:50.000+0000,(778)889-5238,,nancychang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dLYWTYA4,False,,23071240,0035o000006fXmNAAU,001G000000urMnzIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-15T23:05:10.000+0000,False,False,005OH000002iJPDYA2,2025-10-15T23:05:10.000+0000,005OH000002iJPDYA2,2025-10-15T23:05:11.000+0000,005OH000002iJPDYA2,2025-10-15T23:05:11.000+0000,(604) 335-7344 ext 3000,,renee.lee@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,169.0
500OH00000dMSP2YAO,False,,23073700,0030A0000029lxhQAA,0010A000002w904QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T12:59:28.000+0000,False,False,005OH000007fgYjYAI,2025-10-16T12:59:28.000+0000,005OH000007fgYjYAI,2025-10-16T12:59:29.000+0000,005OH000007fgYjYAI,2025-10-16T12:59:29.000+0000,(514)642-2021,(514) 726-9044,lyne_paquet@hotmail.com,(514)642-6845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMZK9YAO,False,,23075834,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:55:40.000+0000,False,False,005OH000004pk06YAA,2025-10-16T13:55:40.000+0000,005OH000004pk06YAA,2025-10-16T13:55:40.000+0000,005OH000004pk06YAA,2025-10-16T13:55:40.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMbCEYA0,False,,23074666,0030A0000029bURQAY,0010A000002w0Q3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:29:15.000+0000,False,False,0050A000000XQhmQAG,2025-10-16T13:29:15.000+0000,0050A000000XQhmQAG,2025-10-16T13:29:16.000+0000,0050A000000XQhmQAG,2025-10-16T13:29:16.000+0000,(709)689-5050,,peterthompson@nl.rogers.com,(709)747-9698,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMeoQYAS,False,,23076164,0030A000005OsbTQAS,0010A0000084ADkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:02:34.000+0000,False,False,0050A000000XQhmQAG,2025-10-16T14:02:34.000+0000,0050A000000XQhmQAG,2025-10-16T14:02:35.000+0000,0050A000000XQhmQAG,2025-10-16T14:02:35.000+0000,(709)639-1476,(709) 639-1476,robflynn@oculuspw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMf67YAC,False,,23075491,0030A00000ApXzDQAV,0010A00000BPEBjQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:48:27.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T13:48:27.000+0000,005G0000002gxxjIAA,2025-10-16T13:48:27.000+0000,005G0000002gxxjIAA,2025-10-16T13:48:27.000+0000,(514)334-8701,(514) 531-2134,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMi8nYAC,False,,23074170,003OH00000SvwTmYAJ,001OH00000ZDfFkYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:13:52.000+0000,False,False,005OH0000030c5BYAQ,2025-10-16T13:13:52.000+0000,005OH0000030c5BYAQ,2025-10-16T13:13:53.000+0000,005OH0000030c5BYAQ,2025-10-16T13:13:53.000+0000,(647)461-4533,,jgetabet@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMiGsYAK,False,,23074782,0030A0000029bK6QAI,0010A000002w0J6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:32:20.000+0000,False,False,0050A000000XQhmQAG,2025-10-16T13:32:20.000+0000,0050A000000XQhmQAG,2025-10-16T13:32:20.000+0000,0050A000000XQhmQAG,2025-10-16T13:32:20.000+0000,(709)364-3960,,rghiscock48@hotmail.com,(902)482-3423,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMmCSYA0,False,,23075406,0030A00000ApXzDQAV,0010A00000BPEBjQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:46:39.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T13:46:39.000+0000,005G0000002gxxjIAA,2025-10-16T13:46:40.000+0000,005G0000002gxxjIAA,2025-10-16T13:46:40.000+0000,(514)334-8701,(514) 531-2134,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMmPKYA0,False,,23074794,0035o000007htbfAAA,0015o000008P8ymAAC,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005G0000002gxxjIAA,2025-10-16T13:32:32.000+0000,005G0000002gxxjIAA,2025-10-16T13:34:04.000+0000,005G0000002gxxjIAA,2025-10-16T13:34:04.000+0000,(514)995-7885,,mortezawork@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMn0TYAS,False,,23075140,0030A00000CeKN5QAN,0010A00000DFlpPQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:40:41.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T13:40:41.000+0000,0055o000002KxmIAAS,2025-10-16T13:40:42.000+0000,0055o000002KxmIAAS,2025-10-16T13:40:42.000+0000,(226)216-2673,(519) 563-7638,mlambert@easyinsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMoe2YAC,False,,23074969,0030A0000029eghQAA,0010A000002w2xlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:36:45.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T13:36:45.000+0000,005G0000002gxxjIAA,2025-10-16T13:36:46.000+0000,005G0000002gxxjIAA,2025-10-16T13:36:46.000+0000,(819)566-4000,(819) 345-2514,aduchesne@planifia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMosYYAS,False,,23074893,0030A0000029YWFQA2,0010A000002vxvMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:34:57.000+0000,False,False,005OH000002npWUYAY,2025-10-16T13:34:57.000+0000,005OH000002npWUYAY,2025-10-16T13:34:57.000+0000,005OH000002npWUYAY,2025-10-16T13:34:57.000+0000,(416)304-0945,647-407-3726,david@potterpartners.ca,(416)304-0944,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMqPlYAK,False,,23076685,0030A00000BgkRnQAJ,0010A00000CGxETQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:14:36.000+0000,False,False,005OH000002N6huYAC,2025-10-16T14:14:36.000+0000,005OH000002N6huYAC,2025-10-16T14:14:37.000+0000,005OH000002N6huYAC,2025-10-16T14:14:37.000+0000,(450)928-1321,514 444 1439,frederik@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMrSEYA0,False,,23075083,0030A0000029pUAQAY,0010A000002wBveQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:39:31.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T13:39:31.000+0000,005G0000002gxxjIAA,2025-10-16T13:39:31.000+0000,005G0000002gxxjIAA,2025-10-16T13:39:31.000+0000,(418)624-2151X203,,hlaforce@assante.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMuZlYAK,False,,23075220,0030A0000029doBQAQ,0010A000002w2FIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:42:47.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T13:42:47.000+0000,005G0000002gxxjIAA,2025-10-16T13:42:47.000+0000,005G0000002gxxjIAA,2025-10-16T13:42:47.000+0000,(514)931-4242,(514) 266-3285,mikezbriger@gmail.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMvAuYAK,False,,23075905,0030A0000029ZSKQA2,0010A000002vyj8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:57:18.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T13:57:18.000+0000,005G0000002gxxjIAA,2025-10-16T13:57:18.000+0000,005G0000002gxxjIAA,2025-10-16T13:57:18.000+0000,(418)622-6422X233,(581) 990-5825,info@samuelmartinsf.com,(418)622-3939,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMvKYYA0,False,,23075576,003OH00000Hj76nYAB,001OH00000LoXfpYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:50:00.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T13:50:00.000+0000,0055o000002KxmIAAS,2025-10-16T13:50:00.000+0000,0055o000002KxmIAAS,2025-10-16T13:50:00.000+0000,(519)746-5111X1001,,ngiovannetti@stewartfisher.ca,(519)746-4377,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMvpDYAS,False,,23075738,0030A000008vZXUQA2,0010A000009qadjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:53:39.000+0000,False,False,005OH000002N6huYAC,2025-10-16T13:53:39.000+0000,005OH000002N6huYAC,2025-10-16T13:53:39.000+0000,005OH000002N6huYAC,2025-10-16T13:53:39.000+0000,(450)687-3971,(579) 888-3424,jeanphilippe.payette@gplanifier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMvu7YAC,False,,23076882,0030A0000062vxTQAQ,0010A000006nXD1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:18:21.000+0000,False,False,005OH000002N6huYAC,2025-10-16T14:18:21.000+0000,005OH000002N6huYAC,2025-10-16T14:18:22.000+0000,005OH000002N6huYAC,2025-10-16T14:18:22.000+0000,(438)821-9243,(438) 821-9243,ian.parent@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMvyrYAC,False,,23075333,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:45:10.000+0000,False,False,005OH000004pk06YAA,2025-10-16T13:45:10.000+0000,005OH000004pk06YAA,2025-10-16T13:45:11.000+0000,005OH000004pk06YAA,2025-10-16T13:45:11.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMywjYAC,False,,23075577,003G0000018f6hlIAA,0010A000002wOi1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:50:00.000+0000,False,False,005OH00000245RQYAY,2025-10-16T13:50:00.000+0000,005OH00000245RQYAY,2025-10-16T13:50:01.000+0000,005OH00000245RQYAY,2025-10-16T13:50:01.000+0000,(514)984-9245,(514) 984-9245,rima.awad@crwfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dMzWGYA0,False,,23075700,003OH00000DEi8DYAT,001OH00000GMC6DYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:52:45.000+0000,False,False,0055o000001NWfMAAW,2025-10-16T13:52:45.000+0000,0055o000001NWfMAAW,2025-10-16T13:52:45.000+0000,0055o000001NWfMAAW,2025-10-16T13:52:45.000+0000,(437)988-5779,,eileeninwork@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN04AYAS,False,,23077579,0030A0000029peLQAQ,0010A000002wC3FQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:32:42.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T14:32:42.000+0000,0050A000000WjqvQAC,2025-10-16T14:32:43.000+0000,0050A000000WjqvQAC,2025-10-16T14:32:43.000+0000,(613)715-0805,,kosta.adalis@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN0FOYA0,False,,23075864,0030A0000029dXaQAI,0010A000002w232QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:56:26.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T13:56:26.000+0000,0055o000002KxmIAAS,2025-10-16T13:56:26.000+0000,0055o000002KxmIAAS,2025-10-16T13:56:26.000+0000,(905)468-4676,,paul@twinpowerfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN0IbYAK,False,,23075709,0030A000008vZXUQA2,0010A000009qadjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:52:51.000+0000,False,False,005OH000002N6huYAC,2025-10-16T13:52:51.000+0000,005OH000002N6huYAC,2025-10-16T13:52:52.000+0000,005OH000002N6huYAC,2025-10-16T13:52:52.000+0000,(450)687-3971,(579) 888-3424,jeanphilippe.payette@gplanifier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN0QfYAK,False,,23075722,0030A0000029o8CQAQ,0010A000002wAqSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:53:14.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T13:53:14.000+0000,005G0000002gxxjIAA,2025-10-16T13:53:15.000+0000,005G0000002gxxjIAA,2025-10-16T13:53:15.000+0000,(514)898-6508,,samuel-levasseur@lafond.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN1oAYAS,False,,23075927,003G0000018f6VxIAI,0010A000002wOSeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T13:57:43.000+0000,False,False,005OH000002N6huYAC,2025-10-16T13:57:43.000+0000,005OH000002N6huYAC,2025-10-16T13:57:43.000+0000,005OH000002N6huYAC,2025-10-16T13:57:43.000+0000,(450)672-3434,,benoit@gfintegrale.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN2VjYAK,False,,23077672,0030A0000029b51QAA,0010A000002w07AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:34:27.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T14:34:27.000+0000,005OH000003ds0PYAQ,2025-10-16T14:34:27.000+0000,005OH000003ds0PYAQ,2025-10-16T14:34:27.000+0000,(905)668-3070,(905) 376-6504,johnp.vandyk@ig.ca,(905)668-4089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN36nYAC,False,,23076047,003OH00000DEi8DYAT,001OH00000GMC6DYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:00:00.000+0000,False,False,0055o000001NWfMAAW,2025-10-16T14:00:00.000+0000,0055o000001NWfMAAW,2025-10-16T14:00:00.000+0000,0055o000001NWfMAAW,2025-10-16T14:00:00.000+0000,(437)988-5779,,eileeninwork@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN3MyYAK,False,,23077399,0030A0000029eTgQAI,0010A000002w2owQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:29:00.000+0000,False,False,0050A000000XQhmQAG,2025-10-16T14:29:00.000+0000,0050A000000XQhmQAG,2025-10-16T14:29:01.000+0000,0050A000000XQhmQAG,2025-10-16T14:29:01.000+0000,(709)682-4961,,bkent@nf.sympatico.ca,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN5gTYAS,False,,23076281,003OH00000InVA0YAN,001OH00000N2sdQYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:04:57.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T14:04:57.000+0000,005G0000002gxxjIAA,2025-10-16T14:04:57.000+0000,005G0000002gxxjIAA,2025-10-16T14:04:57.000+0000,(514)476-9651,,kathy.landry@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN7btYAC,False,,23077267,0030A000003x7yBQAQ,0010A000004j0KhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:26:19.000+0000,False,False,0050A000000XQhmQAG,2025-10-16T14:26:19.000+0000,0050A000000XQhmQAG,2025-10-16T14:26:20.000+0000,0050A000000XQhmQAG,2025-10-16T14:26:20.000+0000,(709)325-0262,,bob@griffinfinancial.ca,(709)576-0746,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN8WHYA0,False,,23076537,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:10:55.000+0000,False,False,005OH00000245RQYAY,2025-10-16T14:10:55.000+0000,005OH00000245RQYAY,2025-10-16T14:10:56.000+0000,005OH00000245RQYAY,2025-10-16T14:10:56.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN8mPYAS,False,,23076570,003G0000018f7LTIAY,0010A000002wPR9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:11:44.000+0000,False,False,005OH000002N6huYAC,2025-10-16T14:11:44.000+0000,005OH000002N6huYAC,2025-10-16T14:11:44.000+0000,005OH000002N6huYAC,2025-10-16T14:11:44.000+0000,(418)549-7747X17325,(418) 817-5355,ftchernoff@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dN9qXYAS,False,,23076672,0030A00000BgkRnQAJ,0010A00000CGxETQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:14:12.000+0000,False,False,005OH000002N6huYAC,2025-10-16T14:14:12.000+0000,005OH000002N6huYAC,2025-10-16T14:14:12.000+0000,005OH000002N6huYAC,2025-10-16T14:14:12.000+0000,(450)928-1321,514 444 1439,frederik@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNA0FYAW,False,,23077355,003G0000018f7g2IAA,0010A000002wPmbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:28:01.000+0000,False,False,005OH000002N6huYAC,2025-10-16T14:28:01.000+0000,005OH000002N6huYAC,2025-10-16T14:28:02.000+0000,005OH000002N6huYAC,2025-10-16T14:28:02.000+0000,(450) 582-4777,(514) 592-2896,jacques@daneault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNAukYAG,False,,23077888,0030A0000029aGBQAY,0010A000002vzRqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:38:49.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T14:38:49.000+0000,005OH000003ds0PYAQ,2025-10-16T14:38:50.000+0000,005OH000003ds0PYAQ,2025-10-16T14:38:50.000+0000,(705)674-4551,,john.vanderydt@ig.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNAzVYAW,False,,23076779,003G0000018f6yzIAA,0010A000002wP1dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:16:36.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T14:16:36.000+0000,0050A000000WjqvQAC,2025-10-16T14:16:36.000+0000,0050A000000WjqvQAC,2025-10-16T14:16:36.000+0000,(613)747-8181,(613) 797-9918,joe.truglia@truespectwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNAzZYAW,False,,23078145,003G0000018f6XYIAY,0010A000002wOUdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:43:34.000+0000,False,False,005OH00000245RQYAY,2025-10-16T14:43:34.000+0000,005OH00000245RQYAY,2025-10-16T14:43:34.000+0000,005OH00000245RQYAY,2025-10-16T14:43:34.000+0000,(514)570-5588,(514) 570-5588,sandro@servicesfinanciersclemente.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNBp8YAG,False,,23077729,0030A0000029b51QAA,0010A000002w07AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:35:28.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T14:35:28.000+0000,005OH000003ds0PYAQ,2025-10-16T14:35:29.000+0000,005OH000003ds0PYAQ,2025-10-16T14:35:29.000+0000,(905)668-3070,(905) 376-6504,johnp.vandyk@ig.ca,(905)668-4089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNCbWYAW,False,,23077073,0030A0000029o8CQAQ,0010A000002wAqSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:22:00.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T14:22:00.000+0000,005G0000002gxxjIAA,2025-10-16T14:22:01.000+0000,005G0000002gxxjIAA,2025-10-16T14:22:01.000+0000,(514)898-6508,,samuel-levasseur@lafond.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNE5RYAW,False,,23077043,003OH00000ISJa2YAH,001OH00000MeiAbYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:21:32.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T14:21:32.000+0000,0055o000002KxmIAAS,2025-10-16T14:21:32.000+0000,0055o000002KxmIAAS,2025-10-16T14:21:32.000+0000,(519)518-2025X22,,cory@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNFEWYA4,False,,23080015,0030A000006RfFzQAK,0010A000007Myk9QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:18:18.000+0000,False,False,005OH00000245ROYAY,2025-10-16T15:18:18.000+0000,005OH00000245ROYAY,2025-10-16T15:18:18.000+0000,005OH00000245ROYAY,2025-10-16T15:18:18.000+0000,(226)280-7343,(226) 280-7343,alucente@stewartfisher.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNH0BYAW,False,,23077913,0030A00000A7W5CQAV,0010A00000AgOQgQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:39:10.000+0000,False,False,0055o000001h4cFAAQ,2025-10-16T14:39:10.000+0000,0055o000001h4cFAAQ,2025-10-16T14:39:10.000+0000,0055o000001h4cFAAQ,2025-10-16T14:39:10.000+0000,(204)479-6798,,dwain@truityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNH6aYAG,False,,23077821,0030A0000029WLrQAM,0010A000002vw6lQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:37:28.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T14:37:28.000+0000,005G0000002gxxjIAA,2025-10-16T14:37:29.000+0000,005G0000002gxxjIAA,2025-10-16T14:37:29.000+0000,(514)256-9299X224,(514) 501-1020,tony@groupebgl.com,(514)256-2016,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNHUnYAO,False,,23077620,0030A0000029bnqQAA,0010A000002w0erQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:33:28.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T14:33:28.000+0000,005OH000003ds0PYAQ,2025-10-16T14:33:28.000+0000,005OH000003ds0PYAQ,2025-10-16T14:33:28.000+0000,(416)974-3443,,mike.thomas@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNHmaYAG,False,,23080772,003G0000018f75rIAA,0010A000002wP9BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:31:04.000+0000,False,False,005OH00000AdAzSYAV,2025-10-16T15:31:04.000+0000,005OH00000AdAzSYAV,2025-10-16T15:31:05.000+0000,005OH00000AdAzSYAV,2025-10-16T15:31:05.000+0000,(519)885-5177,,rob@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNIHBYA4,False,,23079682,0030A0000029nOpQAI,0010A000002wAGpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:12:31.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T15:12:31.000+0000,005OH000004oiYEYAY,2025-10-16T15:12:31.000+0000,005OH000004oiYEYAY,2025-10-16T15:12:31.000+0000,(519)673-3010,5196368879,ddinsureme@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNIvWYAW,False,,23077925,0030A0000029fI4QAI,0010A000002w3VbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:39:20.000+0000,False,False,005OH0000030c5BYAQ,2025-10-16T14:39:20.000+0000,005OH0000030c5BYAQ,2025-10-16T14:39:20.000+0000,005OH0000030c5BYAQ,2025-10-16T14:39:20.000+0000,(613)723-7200,613-723-4330,gerry.doyle@igpwm.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNK61YAG,False,,23077589,0030A0000029bnqQAA,0010A000002w0erQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:32:52.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T14:32:52.000+0000,005OH000003ds0PYAQ,2025-10-16T14:32:53.000+0000,005OH000003ds0PYAQ,2025-10-16T14:32:53.000+0000,(416)974-3443,,mike.thomas@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNLGgYAO,False,,23079360,0030A0000029f6KQAQ,0010A000002w3KUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:06:13.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T15:06:13.000+0000,005OH000004oiYEYAY,2025-10-16T15:06:13.000+0000,005OH000004oiYEYAY,2025-10-16T15:06:13.000+0000,(519)673-0920X107,519-870-6617,phauser@sterlingmutuals.com,(519)434-8471,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNLoZYAW,False,,23080897,003OH0000080ep0YAA,001OH000009n7PuYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:33:04.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:33:04.000+0000,005OH000002npWUYAY,2025-10-16T15:33:04.000+0000,005OH000002npWUYAY,2025-10-16T15:33:04.000+0000,(647)296-6545,,sambathenterprise@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNNboYAG,False,,23079340,003OH000002BtMgYAK,001OH000002i1VcYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:05:59.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:05:59.000+0000,005OH000002npWUYAY,2025-10-16T15:06:00.000+0000,005OH000002npWUYAY,2025-10-16T15:06:00.000+0000,(416)826-8445,,james@sferofinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNNvBYAW,False,,23081866,0030A0000029e8zQAA,0010A000002w2Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:48:05.000+0000,False,False,005OH000004pk06YAA,2025-10-16T15:48:05.000+0000,005OH000004pk06YAA,2025-10-16T15:48:06.000+0000,005OH000004pk06YAA,2025-10-16T15:48:06.000+0000,(905)799-2470,416-300-7393,sandhumanjitsingh@yahoo.ca,(905)799-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNO1ZYAW,False,,23077986,0030A0000029fLdQAI,0010A000002w3ZPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:40:33.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T14:40:33.000+0000,005OH000003ds0PYAQ,2025-10-16T14:40:33.000+0000,005OH000003ds0PYAQ,2025-10-16T14:40:33.000+0000,(705)869-6705,(705) 862-0918,john.wilcox@edwardjones.net,(705)869-0670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNOBFYA4,False,,23077998,0030A0000029fLdQAI,0010A000002w3ZPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:40:45.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T14:40:45.000+0000,005OH000003ds0PYAQ,2025-10-16T14:40:46.000+0000,005OH000003ds0PYAQ,2025-10-16T14:40:46.000+0000,(705)869-6705,(705) 862-0918,john.wilcox@edwardjones.net,(705)869-0670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNP8yYAG,False,,23080123,0031600002DTHNcAAP,0010A000002wNAIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:20:11.000+0000,False,False,005OH00000AdAzSYAV,2025-10-16T15:20:11.000+0000,005OH00000AdAzSYAV,2025-10-16T15:20:12.000+0000,005OH00000AdAzSYAV,2025-10-16T15:20:12.000+0000,(519)754-6166,(519) 754-6166,theresa@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNQhhYAG,False,,23078246,003G0000018f6KIIAY,0010A000002wOMXQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,"The customer had a pleasant conversation with the agent about their recent vacation in Europe. The customer mentioned meeting with an individual named Olivier and discussed their plans for retirement, including staying in Canada to be close to their family. The agent provided an update on the customer's bonus amount, which had decreased slightly from the previous discussion. The customer acknowledged having some client withdrawals but also new money coming in, so the agent agreed to investigate further and provide an update. Overall, the conversation was focused on the customer's personal life and financial matters, with no specific issues or requests identified.",False,,False,False,005OH00000245RQYAY,2025-10-16T14:45:42.000+0000,005OH00000245RQYAY,2025-10-16T14:52:14.000+0000,005OH00000245RQYAY,2025-10-16T14:52:14.000+0000,(514)293-4696,(514) 293-4696,angelo@mazzellafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNSEsYAO,False,,23079702,0030A0000029pqjQAA,0010A000002wCD8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:12:53.000+0000,False,False,005OH000004pk06YAA,2025-10-16T15:12:53.000+0000,005OH000004pk06YAA,2025-10-16T15:12:54.000+0000,005OH000004pk06YAA,2025-10-16T15:12:54.000+0000,(905)321-4201,,jenn@wallace-solutions.com,(905)688-4397,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNSGZYA4,False,,23080719,003G0000018f6drIAA,0010A000002wObtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:30:07.000+0000,False,False,005OH000002N6huYAC,2025-10-16T15:30:07.000+0000,005OH000002N6huYAC,2025-10-16T15:30:07.000+0000,005OH000002N6huYAC,2025-10-16T15:30:07.000+0000,(450)447-4462,(450) 775-3787,clement.delaat@cabinetgtsplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNSuoYAG,False,,23078663,0030A0000029epqQAA,0010A000002w35SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:53:29.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T14:53:29.000+0000,005G0000002gxxjIAA,2025-10-16T14:53:30.000+0000,005G0000002gxxjIAA,2025-10-16T14:53:30.000+0000,(514)743-9897,,jonzeidel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNSwSYAW,False,,23080766,0030A00000AwKvNQAV,0010A00000BWhzcQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:31:01.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:31:01.000+0000,005OH000002npWUYAY,2025-10-16T15:31:02.000+0000,005OH000002npWUYAY,2025-10-16T15:31:02.000+0000,(416)863-5305,,bryan@cmgpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNVSsYAO,False,,23079134,0030A0000029ZutQAE,0010A000002vz9DQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:02:05.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T15:02:05.000+0000,005OH000004oiYEYAY,2025-10-16T15:02:06.000+0000,005OH000004oiYEYAY,2025-10-16T15:02:06.000+0000,(519)578-4494,,jbarber@assante.com,(519)578-1786,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNXRRYA4,False,,23078890,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T14:59:27.000+0000,False,False,005OH00000245RQYAY,2025-10-16T14:57:37.000+0000,005OH00000245RQYAY,2025-10-16T14:59:27.000+0000,005OH00000245RQYAY,2025-10-16T14:59:27.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNXUhYAO,False,,23079818,0030A0000029nOpQAI,0010A000002wAGpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:14:51.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T15:14:51.000+0000,005OH000004oiYEYAY,2025-10-16T15:14:52.000+0000,005OH000004oiYEYAY,2025-10-16T15:14:52.000+0000,(519)673-3010,5196368879,ddinsureme@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNYAeYAO,False,,23079744,003G0000018f6rjIAA,0010A000002wOtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:13:35.000+0000,False,False,005OH000002N6huYAC,2025-10-16T15:13:35.000+0000,005OH000002N6huYAC,2025-10-16T15:13:35.000+0000,005OH000002N6huYAC,2025-10-16T15:13:35.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNYoxYAG,False,,23079287,003G0000018f6ecIAA,0010A000002wOceQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:05:09.000+0000,False,False,0050A000001o2WeQAI,2025-10-16T15:05:09.000+0000,0050A000001o2WeQAI,2025-10-16T15:05:09.000+0000,0050A000001o2WeQAI,2025-10-16T15:05:09.000+0000,(506)647-6689,(506) 647-6689,brian@fitzwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNZLHYA4,False,,23082557,0030A0000029eIXQAY,0010A000002w2hGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:59:39.000+0000,False,False,005OH00000865wTYAQ,2025-10-16T15:59:39.000+0000,005OH00000865wTYAQ,2025-10-16T15:59:40.000+0000,005OH00000865wTYAQ,2025-10-16T15:59:40.000+0000,(780)431-0527,(780) 902-0597,jason.green@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNah8YAC,False,,23080019,003OH000003jQkbYAE,001OH000004h5jlYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:18:20.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:18:20.000+0000,005OH000002npWUYAY,2025-10-16T15:18:20.000+0000,005OH000002npWUYAY,2025-10-16T15:18:20.000+0000,(647)407-5613,,sabrina_s3@live.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNckTYAS,False,,23079431,0031600002VKwkLAAT,0010A000002wO5UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:07:29.000+0000,False,False,005OH000002N6huYAC,2025-10-16T15:07:29.000+0000,005OH000002N6huYAC,2025-10-16T15:07:29.000+0000,005OH000002N6huYAC,2025-10-16T15:07:29.000+0000,(819)314-9188,(819) 314-9188,jeremy@jblaisgf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNdWsYAK,False,,23080677,003OH00000QYhV5YAL,001OH00000WJYjjYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:29:16.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:29:16.000+0000,005OH000002npWUYAY,2025-10-16T15:29:17.000+0000,005OH000002npWUYAY,2025-10-16T15:29:17.000+0000,(416)399-9937,,mallorylcrozier@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNdiBYAS,False,,23080149,003G0000018f6UCIAY,0010A000002wOQuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:20:37.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T15:20:37.000+0000,0055o000001fOwHAAU,2025-10-16T15:20:37.000+0000,0055o000001fOwHAAU,2025-10-16T15:20:37.000+0000,(905)531-5881,(905) 518-5833,bonnie@mcphailfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNdjoYAC,False,,23079923,0035o000004OPq1AAG,0015o000004xbPAAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:16:48.000+0000,False,False,005OH00000245ROYAY,2025-10-16T15:16:48.000+0000,005OH00000245ROYAY,2025-10-16T15:16:48.000+0000,005OH00000245ROYAY,2025-10-16T15:16:48.000+0000,(519)280-3376,(519) 280-3376,andrew.muchan@spmfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNeHdYAK,False,,23079596,0030A000006YgZrQAK,0010A000007JwdOQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:10:43.000+0000,False,False,005OH000002N6huYAC,2025-10-16T15:10:43.000+0000,005OH000002N6huYAC,2025-10-16T15:10:43.000+0000,005OH000002N6huYAC,2025-10-16T15:10:43.000+0000,(418)719-6006,(418) 719-6006,matremblay@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNeSwYAK,False,,23080278,0030A0000029YloQAE,0010A000002vy7rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:22:54.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T15:22:54.000+0000,005OH000003ds0PYAQ,2025-10-16T15:22:54.000+0000,005OH000003ds0PYAQ,2025-10-16T15:22:54.000+0000,(613)549-6370,,,(613)549-6555,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNeWAYA0,False,,23079719,0030A0000029oAhQAI,0010A000002wAsOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:13:16.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:13:16.000+0000,005OH000002npWUYAY,2025-10-16T15:13:16.000+0000,005OH000002npWUYAY,2025-10-16T15:13:16.000+0000,(416)884-7374,,sahageeta@gmail.com,(647)847-4200,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNf0pYAC,False,,23080324,003OH00000GUO8bYAH,001OH00000KRjYeYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:23:41.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:23:41.000+0000,005OH000002npWUYAY,2025-10-16T15:23:42.000+0000,005OH000002npWUYAY,2025-10-16T15:23:42.000+0000,(647)335-3153,,maria@depalmainsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNfwwYAC,False,,23082073,0030A0000029bHHQAY,0010A000002w0HUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:51:37.000+0000,False,False,005OH000005URvxYAG,2025-10-16T15:51:37.000+0000,005OH000005URvxYAG,2025-10-16T15:51:38.000+0000,005OH000005URvxYAG,2025-10-16T15:51:38.000+0000,(780)451-3152,,sara.hempen@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNgLAYA0,False,,23081568,0031600002WuO4dAAF,0010A000002wO8VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:43:34.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T15:43:34.000+0000,0055o000001fOwHAAU,2025-10-16T15:43:34.000+0000,0055o000001fOwHAAU,2025-10-16T15:43:34.000+0000,(289)823-0306,,pnohara@noharawealthsolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNgMfYAK,False,,23079823,0030A000003Q95JQAS,0010A000004CRroQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:14:57.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:14:57.000+0000,005OH000002npWUYAY,2025-10-16T15:14:58.000+0000,005OH000002npWUYAY,2025-10-16T15:14:58.000+0000,(647)986-6744,,nalini.cecilian@gmail.com,(905)463-1794,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNgUjYAK,False,,23079839,003OH00000DEi8BYAT,001OH00000GMC6BYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:15:10.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T15:15:10.000+0000,005OH000003ds0PYAQ,2025-10-16T15:15:11.000+0000,005OH000003ds0PYAQ,2025-10-16T15:15:11.000+0000,(705)876-3705,,jonathan.schultz@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNhNZYA0,False,,23079924,003G0000018f7gtIAA,0010A000002wPnSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:16:48.000+0000,False,False,005OH000002N6huYAC,2025-10-16T15:16:48.000+0000,005OH000002N6huYAC,2025-10-16T15:16:49.000+0000,005OH000002N6huYAC,2025-10-16T15:16:49.000+0000,(450)804-4055X203,(514) 476-9277,sd@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNhPBYA0,False,,23079925,0030A0000029eRQQAY,0010A000002w2neQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:16:48.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T15:16:48.000+0000,005OH000003ds0PYAQ,2025-10-16T15:16:49.000+0000,005OH000003ds0PYAQ,2025-10-16T15:16:49.000+0000,(289)242-7813,(289) 242-7813,jordan@bluewoodwm.com,(905)987-9809,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNhYrYAK,False,,23079935,003OH00000LdgY5YAJ,001OH00000QKDv9YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:16:53.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:16:53.000+0000,005OH000002npWUYAY,2025-10-16T15:16:54.000+0000,005OH000002npWUYAY,2025-10-16T15:16:54.000+0000,(416)505-2289,,kchung@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNj9FYAS,False,,23080130,0030A0000029YMjQAM,0010A000002vxoQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:20:14.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:20:14.000+0000,005OH000002npWUYAY,2025-10-16T15:20:15.000+0000,005OH000002npWUYAY,2025-10-16T15:20:15.000+0000,(905)479-7559,416-347-9506,jstoddard@investinsuregroup.com,(905)479-8059,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNjScYAK,False,,23080443,0035o0000076wlrAAA,0015o000007l1CsAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:25:44.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T15:25:44.000+0000,005OH000003ds0PYAQ,2025-10-16T15:25:44.000+0000,005OH000003ds0PYAQ,2025-10-16T15:25:44.000+0000,(613)827-7672,,joe@joecharlton.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNklFYAS,False,,23080233,0030A0000029fcRQAQ,0010A000002w3l8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:22:07.000+0000,False,False,0055o000001NWfMAAW,2025-10-16T15:22:07.000+0000,0055o000001NWfMAAW,2025-10-16T15:22:08.000+0000,0055o000001NWfMAAW,2025-10-16T15:22:08.000+0000,(905)479-5806,416-8349088,hlysunny@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNlEKYA0,False,,23080584,0030A0000029lCFQAY,0010A000002w8NXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:27:51.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T15:27:51.000+0000,005OH000003ds0PYAQ,2025-10-16T15:27:52.000+0000,005OH000003ds0PYAQ,2025-10-16T15:27:52.000+0000,(905)665-6363,,joe@annexfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNmAOYA0,False,,23081190,0030A0000029q5nQAA,0010A000002wCPmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:37:22.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T15:37:22.000+0000,005OH000003ds0PYAQ,2025-10-22T16:04:54.000+0000,005OH000003ds0PYAQ,2025-10-22T16:04:54.000+0000,(613)225-2020X102,613-724-0762,franco@myretirementcanada.com,(613)225-3424,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNmK2YAK,False,,23080444,003G0000018f7ZgIAI,0010A000002wPgWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:25:45.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T15:25:45.000+0000,0050A000000WjqvQAC,2025-10-16T15:25:46.000+0000,0050A000000WjqvQAC,2025-10-16T15:25:46.000+0000,(613) 966-2990,,johnpaul@tedesco.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNmVLYA0,False,,23080576,003OH000003YJD1YAO,001OH000004TVFqYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:27:47.000+0000,False,False,005OH0000084GETYA2,2025-10-16T15:27:47.000+0000,005OH0000084GETYA2,2025-10-16T15:27:47.000+0000,005OH0000084GETYA2,2025-10-16T15:27:47.000+0000,(647)233-1174,,nicole.spencer@spencerkatzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNmWwYAK,False,,23081003,0030A0000029nhHQAQ,0010A000002wAWxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:34:33.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:34:33.000+0000,005OH000002npWUYAY,2025-10-16T15:34:33.000+0000,005OH000002npWUYAY,2025-10-16T15:34:33.000+0000,(416)726-5888,,jaclyn168@rogers.com,(905)513-0392,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNmlSYAS,False,,23080653,0030A0000029ft0QAA,0010A000002w3xfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:29:02.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T15:29:02.000+0000,005OH000004oiYEYAY,2025-10-16T15:29:02.000+0000,005OH000004oiYEYAY,2025-10-16T15:29:02.000+0000,(519)979-4242,,scott@scottmallenderinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNmogYAC,False,,23080664,003G0000018f6drIAA,0010A000002wObtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:29:07.000+0000,False,False,005OH000002N6huYAC,2025-10-16T15:29:07.000+0000,005OH000002N6huYAC,2025-10-16T15:29:07.000+0000,005OH000002N6huYAC,2025-10-16T15:29:07.000+0000,(450)447-4462,(450) 775-3787,clement.delaat@cabinetgtsplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNnT8YAK,False,,23083255,0030A0000029i0QQAQ,0010A000002w5mzQAA,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,005OH000003ds0PYAQ,2025-10-16T16:11:16.000+0000,005OH000003ds0PYAQ,2025-10-22T16:03:56.000+0000,005OH000003ds0PYAQ,2025-10-22T16:03:56.000+0000,(613)384-1880,,susan@susancreasy.ca,(613)384-4679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNnj8YAC,False,,23080977,003OH00000EzVABYA3,001OH00000Il7QOYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:34:16.000+0000,False,False,005OH00000AdAzSYAV,2025-10-16T15:34:16.000+0000,005OH00000AdAzSYAV,2025-10-16T15:34:16.000+0000,005OH00000AdAzSYAV,2025-10-16T15:34:16.000+0000,(519)505-1209,,matt.schieck@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNnnxYAC,False,,23080512,0030A0000029aa9QAA,0010A000002vzh3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:26:54.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:26:54.000+0000,005OH000002npWUYAY,2025-10-16T15:26:54.000+0000,005OH000002npWUYAY,2025-10-16T15:26:54.000+0000,(705)931-1324,,kevin.james@nexicom.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNnw2YAC,False,,23081717,0030A0000029juJQAQ,0010A000002w7KWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:45:48.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:45:48.000+0000,005OH000002npWUYAY,2025-10-16T15:45:49.000+0000,005OH000002npWUYAY,2025-10-16T15:45:49.000+0000,(905)956-2406,4164141651,marcofigari@figarifinancial.com,(905)956-2407,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNoldYAC,False,,23080615,0035o000006JU8VAAW,0015o000006oZ44AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:28:22.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T15:28:22.000+0000,0055o000001fOwHAAU,2025-10-16T15:28:23.000+0000,0055o000001fOwHAAU,2025-10-16T15:28:23.000+0000,(905)531-5881,(905) 541-9486,connor@mcphailfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNoqTYAS,False,,23080619,0030A0000029beZQAQ,0010A000002w0XRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:28:25.000+0000,False,False,005OH0000084GETYA2,2025-10-16T15:28:25.000+0000,005OH0000084GETYA2,2025-10-16T15:28:25.000+0000,005OH0000084GETYA2,2025-10-16T15:28:25.000+0000,(905)758-1996,,ecm@strategiclegacy.ca,(905)836-1996,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNp4zYAC,False,,23080662,0030A0000029c2PQAQ,0010A000002w0rUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:29:06.000+0000,False,False,005OH000004pk06YAA,2025-10-16T15:29:06.000+0000,005OH000004pk06YAA,2025-10-16T15:29:07.000+0000,005OH000004pk06YAA,2025-10-16T15:29:07.000+0000,(705)562-7051,,robert@bergeronfinancialsolutions.ca,(705)806-5909,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNpmYYAS,False,,23081191,0030A00000CKfytQAD,0010A00000CvQNEQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:37:22.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:37:22.000+0000,005OH000002npWUYAY,2025-10-16T15:37:22.000+0000,005OH000002npWUYAY,2025-10-16T15:37:22.000+0000,(416)568-3392,,jashbirbanwait@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNqykYAC,False,,23081076,003G0000018f6iLIAQ,0010A000002wOiaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:35:48.000+0000,False,False,005OH000002N6huYAC,2025-10-16T15:35:48.000+0000,005OH000002N6huYAC,2025-10-16T15:35:48.000+0000,005OH000002N6huYAC,2025-10-16T15:35:48.000+0000,(514)931-4242X4238,(514) 699-5220,jessica.laoun@elevationsfinancieres.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNrgHYAS,False,,23080958,003OH000002H5VGYA0,001OH000002ozTmYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:34:04.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T15:34:04.000+0000,005OH000004oiYEYAY,2025-10-16T15:34:04.000+0000,005OH000004oiYEYAY,2025-10-16T15:34:04.000+0000,(519)631-0002,,brett.fox@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNssTYAS,False,,23081105,003G0000018f75rIAA,0010A000002wP9BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:36:02.000+0000,False,False,005OH00000AdAzSYAV,2025-10-16T15:36:02.000+0000,005OH00000AdAzSYAV,2025-10-16T15:36:03.000+0000,005OH00000AdAzSYAV,2025-10-16T15:36:03.000+0000,(519)885-5177,,rob@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNsvhYAC,False,,23081111,0030A00000BknxGQAR,0010A00000CL5fTQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:36:09.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:36:09.000+0000,005OH000002npWUYAY,2025-10-16T15:36:09.000+0000,005OH000002npWUYAY,2025-10-16T15:36:09.000+0000,(416)825-2609,,may@oninsured.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNt3rYAC,False,,23084384,0030A0000029bcGQAQ,0010A000002w0VhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T16:30:57.000+0000,False,False,005G0000002gyDJIAY,2025-10-16T16:30:57.000+0000,005G0000002gyDJIAY,2025-10-16T16:30:58.000+0000,005G0000002gyDJIAY,2025-10-16T16:30:58.000+0000,(780)970-5389,,ryan.romanko@cibc.ca,(780)429-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNtYUYA0,False,,23081699,003G0000018f7DcIAI,0010A000002wPHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:45:36.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T15:45:36.000+0000,0055o000001fOwHAAU,2025-10-16T15:45:37.000+0000,0055o000001fOwHAAU,2025-10-16T15:45:37.000+0000,(905)858-1894,(647) 244-8703,sean@portpro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dNxIfYAK,False,,23081512,003OH000008JNScYAO,001OH00000A7AzOYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:42:47.000+0000,False,False,005OH000002npWUYAY,2025-10-16T15:42:47.000+0000,005OH000002npWUYAY,2025-10-16T15:42:48.000+0000,005OH000002npWUYAY,2025-10-16T15:42:48.000+0000,(647)646-8944,,thelauxzan.m@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dO337YAC,False,,23082207,0030A0000029doBQAQ,0010A000002w2FIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T15:54:05.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T15:54:05.000+0000,005G0000002gxxjIAA,2025-10-16T15:54:05.000+0000,005G0000002gxxjIAA,2025-10-16T15:54:05.000+0000,(514)931-4242,(514) 266-3285,mikezbriger@gmail.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dO6CIYA0,False,,23082755,003G000001C3YFJIA3,0010A000002wQcqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T16:03:10.000+0000,False,False,0050A000001o2WeQAI,2025-10-16T16:03:10.000+0000,0050A000001o2WeQAI,2025-10-16T16:03:11.000+0000,0050A000001o2WeQAI,2025-10-16T16:03:11.000+0000,(902) 457-3050,(902) 266-4203,pauls.lee@investorsgroup.com,(902) 445-0220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOCckYAG,False,,23086909,0030A0000029md7QAA,0010A000002w9cgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:14:56.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T17:14:56.000+0000,0050A000000WjqvQAC,2025-10-16T17:14:56.000+0000,0050A000000WjqvQAC,2025-10-16T17:14:56.000+0000,(613)552-6774,,planning@yasmenhasan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOHFpYAO,False,,23086361,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:05:34.000+0000,False,False,005OH000005URvxYAG,2025-10-16T17:05:34.000+0000,005OH000005URvxYAG,2025-10-16T17:05:35.000+0000,005OH000005URvxYAG,2025-10-16T17:05:35.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOHW2YAO,False,,23088326,003G0000018f6f1IAA,0010A000002wOd3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:37:54.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T17:37:54.000+0000,0055o000002KxmIAAS,2025-10-16T17:37:54.000+0000,0055o000002KxmIAAS,2025-10-16T17:37:54.000+0000,(647)243-9722,,murray@whitehavenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOMTyYAO,False,,23084551,0030A0000029hQSQAY,0010A000002w5KuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T16:33:43.000+0000,False,False,005G0000002gyDJIAY,2025-10-16T16:33:43.000+0000,005G0000002gyDJIAY,2025-10-16T16:33:44.000+0000,005G0000002gyDJIAY,2025-10-16T16:33:44.000+0000,(780)420-2279,(780) 901-3966,aleem.thaver@scotiawealth.com,(780)497-3228,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dONwIYAW,False,,23084770,0030A0000029e8zQAA,0010A000002w2Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T16:37:45.000+0000,False,False,005OH000004pk06YAA,2025-10-16T16:37:45.000+0000,005OH000004pk06YAA,2025-10-16T16:37:46.000+0000,005OH000004pk06YAA,2025-10-16T16:37:46.000+0000,(905)799-2470,416-300-7393,sandhumanjitsingh@yahoo.ca,(905)799-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOP0RYAW,False,,23084957,0030A000002TsbeQAC,0010A000003GDIXQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T16:40:56.000+0000,False,False,0050A000001o2WeQAI,2025-10-16T16:40:56.000+0000,0050A000001o2WeQAI,2025-10-16T16:40:57.000+0000,0050A000001o2WeQAI,2025-10-16T16:40:57.000+0000,(506)857-6835,(506) 204-7783,isabelle@axisfinancial.ca,(506)857-6833,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOPQEYA4,False,,23086245,0030A0000029aDnQAI,0010A000002vzQLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:03:21.000+0000,False,False,005OH000005URvxYAG,2025-10-16T17:03:21.000+0000,005OH000005URvxYAG,2025-10-16T17:03:21.000+0000,005OH000005URvxYAG,2025-10-16T17:03:21.000+0000,(780)906-5487,,dawn@redsealfinancial.com,(780)669-3723,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOWpxYAG,False,,23087657,0030A00000BHpFuQAL,0010A00000Bs4IIQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:27:06.000+0000,False,False,0050A000001o2WeQAI,2025-10-16T17:27:06.000+0000,0050A000001o2WeQAI,2025-10-16T17:27:07.000+0000,0050A000001o2WeQAI,2025-10-16T17:27:07.000+0000,(506)857-8055,(506) 227-9756,susan.tower@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOYbbYAG,False,,23086457,003G0000018f6zcIAA,0010A000002wP2GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:07:05.000+0000,False,False,0055o000002KxaMAAS,2025-10-16T17:07:05.000+0000,0055o000002KxaMAAS,2025-10-16T17:07:05.000+0000,0055o000002KxaMAAS,2025-10-16T17:07:05.000+0000,(780)702-5807X228,(780) 988-5826,lucas@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOYmsYAG,False,,23086414,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:06:22.000+0000,False,False,005OH000005URvxYAG,2025-10-16T17:06:22.000+0000,005OH000005URvxYAG,2025-10-16T17:06:23.000+0000,005OH000005URvxYAG,2025-10-16T17:06:23.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOa5ZYAS,False,,23086288,003OH00000MtyQLYAZ,001OH00000RmddvYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:04:11.000+0000,False,False,0050A000001o2WeQAI,2025-10-16T17:04:11.000+0000,0050A000001o2WeQAI,2025-10-16T17:04:12.000+0000,0050A000001o2WeQAI,2025-10-16T17:04:12.000+0000,(709)730-5818,,liamw2403@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOcqWYAS,False,,23086259,003G000001vcHHLIA2,0010A000002wT42QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:03:36.000+0000,False,False,0050A000000Hq5PQAS,2025-10-16T17:03:36.000+0000,0050A000000Hq5PQAS,2025-10-16T17:03:37.000+0000,0050A000000Hq5PQAS,2025-10-16T17:03:37.000+0000,(647)260-2501,(416) 706-4102,vince@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOexHYAS,False,,23089154,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,general PAC information,Medium,discussed PAC; reviewed process toolkit.,True,2025-10-16T18:00:14.000+0000,False,False,005OH000006uYrkYAE,2025-10-16T17:50:57.000+0000,005OH000006uYrkYAE,2025-10-16T18:00:15.000+0000,005OH000006uYrkYAE,2025-10-16T18:00:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOfYEYA0,False,,23086089,0030A0000029o7SQAQ,0010A000002wApsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:00:34.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T17:00:34.000+0000,0055o000002KxmIAAS,2025-10-16T17:00:34.000+0000,0055o000002KxmIAAS,2025-10-16T17:00:34.000+0000,(519)784-7141,,risa@thefinancialdiva.ca,(877)212-0477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOgMFYA0,False,,23087557,0030A0000029ob9QAA,0010A000002wBDRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:25:47.000+0000,False,False,005OH000005URvxYAG,2025-10-16T17:25:47.000+0000,005OH000005URvxYAG,2025-10-16T17:25:47.000+0000,005OH000005URvxYAG,2025-10-16T17:25:47.000+0000,(780)963-8945,,dan@danhoucher.com,(780)963-8943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOhLVYA0,False,,23086206,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:02:33.000+0000,False,False,005OH000005URvxYAG,2025-10-16T17:02:33.000+0000,005OH000005URvxYAG,2025-10-16T17:02:34.000+0000,005OH000005URvxYAG,2025-10-16T17:02:34.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOhTaYAK,False,,23087144,0030A0000029kFGQAY,0010A000002w7bhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:19:14.000+0000,False,False,005OH000005URvxYAG,2025-10-16T17:19:14.000+0000,005OH000005URvxYAG,2025-10-16T17:19:14.000+0000,005OH000005URvxYAG,2025-10-16T17:19:14.000+0000,(780)893-5256,(780) 893-5256,jockular52@hotmail.com,(780)490-7075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOiBGYA0,False,,23088847,0030A0000029lHIQAY,0010A000002w8SVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:45:54.000+0000,False,False,005OH000004pk06YAA,2025-10-16T17:45:54.000+0000,005OH000004pk06YAA,2025-10-16T17:45:55.000+0000,005OH000004pk06YAA,2025-10-16T17:45:55.000+0000,(416)454-5142,4164519914,hayley@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOinpYAC,False,,23086355,003G0000018f6zcIAA,0010A000002wP2GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:05:25.000+0000,False,False,0055o000002KxaMAAS,2025-10-16T17:05:25.000+0000,0055o000002KxaMAAS,2025-10-16T17:05:26.000+0000,0055o000002KxaMAAS,2025-10-16T17:05:26.000+0000,(780)702-5807X228,(780) 988-5826,lucas@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOjn9YAC,False,,23087240,003G0000018f7TmIAI,0010A000002wPaMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:20:45.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T17:20:45.000+0000,0050A000000WjqvQAC,2025-10-16T17:20:45.000+0000,0050A000000WjqvQAC,2025-10-16T17:20:45.000+0000,(613)979-5433,(613) 979-5433,kevin@lundyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOkPsYAK,False,,23088603,0035o000006ir5hAAA,0015o000007JF3mAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:42:02.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T17:42:02.000+0000,005G0000002gxxjIAA,2025-10-16T17:42:03.000+0000,005G0000002gxxjIAA,2025-10-16T17:42:03.000+0000,(514)426-0886,450-370-3802,nathalie.briere@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOmppYAC,False,,23086800,0030A0000029ZoBQAU,0010A000002vz2UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:13:23.000+0000,False,False,005OH000005URvxYAG,2025-10-16T17:13:23.000+0000,005OH000005URvxYAG,2025-10-16T17:13:23.000+0000,005OH000005URvxYAG,2025-10-16T17:13:23.000+0000,(780)449-6292X240,,scott@kewcorp.ca,(780)467-3260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOo8TYAS,False,,23086925,0030A0000029VGRQA2,0010A000002vvDoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:15:17.000+0000,False,False,005OH000005URvxYAG,2025-10-16T17:15:17.000+0000,005OH000005URvxYAG,2025-10-16T17:15:17.000+0000,005OH000005URvxYAG,2025-10-16T17:15:17.000+0000,(780)467-4671,(780) 920-7970,insurance@cifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOqboYAC,False,,23090190,003G0000018f6S3IAI,0010A000002wOOOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:08:21.000+0000,False,False,0050A000000Hq5PQAS,2025-10-16T18:08:21.000+0000,0050A000000Hq5PQAS,2025-10-16T18:08:21.000+0000,0050A000000Hq5PQAS,2025-10-16T18:08:21.000+0000,(416)624-7899,(416)624-7899,peter.drum@pjdfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOsiLYAS,False,,23087451,003OH00000QjYMtYAN,001OH00000WWlnuYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:23:43.000+0000,False,False,005OH000005URvxYAG,2025-10-16T17:23:43.000+0000,005OH000005URvxYAG,2025-10-16T17:23:44.000+0000,005OH000005URvxYAG,2025-10-16T17:23:44.000+0000,(403)346-0095,(403) 396-2094,shirleychahley@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOwCTYA0,False,,23087794,0030A00000BHpFuQAL,0010A00000Bs4IIQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:29:03.000+0000,False,False,0050A000001o2WeQAI,2025-10-16T17:29:03.000+0000,0050A000001o2WeQAI,2025-10-16T17:29:04.000+0000,0050A000001o2WeQAI,2025-10-16T17:29:04.000+0000,(506)857-8055,(506) 227-9756,susan.tower@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOwh9YAC,False,,23088923,0030A0000029pMiQAI,0010A000002wBpyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:47:14.000+0000,False,False,005OH000006owoYYAQ,2025-10-16T17:47:14.000+0000,005OH000006owoYYAQ,2025-10-16T17:47:15.000+0000,005OH000006owoYYAQ,2025-10-16T17:47:15.000+0000,(306)522-5674,,tcrosson@discovery-financial.ca,(306)781-7791,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOwkLYAS,False,,23087856,0030A000001aTFmQAM,0010A000002wN0xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:30:05.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T17:30:05.000+0000,0050A000000WjqvQAC,2025-10-16T17:30:05.000+0000,0050A000000WjqvQAC,2025-10-16T17:30:05.000+0000,(613)937-7755,(613) 937-7755,brandonbrisbois@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOwlyYAC,False,,23088037,0030A000003vP83QAE,0010A000004hXZTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:33:06.000+0000,False,False,005OH00000AdAzSYAV,2025-10-16T17:33:06.000+0000,005OH00000AdAzSYAV,2025-10-16T17:33:06.000+0000,005OH00000AdAzSYAV,2025-10-16T17:33:06.000+0000,(519)364-7279,,carolyn.odonnell@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOy6GYAS,False,,23090065,003OH000003YJD1YAO,001OH000004TVFqYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:05:57.000+0000,False,False,005OH0000084GETYA2,2025-10-16T18:05:57.000+0000,005OH0000084GETYA2,2025-10-16T18:05:57.000+0000,005OH0000084GETYA2,2025-10-16T18:05:57.000+0000,(647)233-1174,,nicole.spencer@spencerkatzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOyivYAC,False,,23088055,003G0000020tUqoIAE,0010A000002wT7hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:33:20.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T17:33:20.000+0000,0055o000002KxmIAAS,2025-10-16T17:33:20.000+0000,0055o000002KxmIAAS,2025-10-16T17:33:20.000+0000,(905)684-0296,,jfralick@prosimfinancial.ca,(289)362-2047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dOzn4YAC,False,,23088407,0030A0000029gbzQAA,0010A000002w4c5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:39:06.000+0000,False,False,005OH000005URvxYAG,2025-10-16T17:39:06.000+0000,005OH000005URvxYAG,2025-10-16T17:39:06.000+0000,005OH000005URvxYAG,2025-10-16T17:39:06.000+0000,(780)806-3097,,roxanne@cfspsc.ca,(780)842-5480,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dP0JJYA0,False,,23088214,003G0000018f7TmIAI,0010A000002wPaMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:36:21.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T17:36:21.000+0000,0050A000000WjqvQAC,2025-10-16T17:36:21.000+0000,0050A000000WjqvQAC,2025-10-16T17:36:21.000+0000,(613)979-5433,(613) 979-5433,kevin@lundyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dP0jBYAS,False,,23090284,003G0000018f6V1IAI,0010A000002wORiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:09:52.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T18:09:52.000+0000,0055o000001fOwHAAU,2025-10-16T18:09:52.000+0000,0055o000001fOwHAAU,2025-10-16T18:09:52.000+0000,(905)328-4866,(905) 328-4866,rob.long@impactfg.com,(905)682-5949,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dP3KPYA0,False,,23088523,0030A0000029kK1QAI,0010A000002w7g3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:40:52.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T17:40:52.000+0000,0055o000002KxmIAAS,2025-10-16T17:40:52.000+0000,0055o000002KxmIAAS,2025-10-16T17:40:52.000+0000,(905)892-1296,,stromski@execulink.com,(905)892-9954,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dP4MvYAK,False,,23088658,003OH00000UnMmAYAV,001OH00000bZ312YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T17:43:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T17:43:01.000+0000,005OH000004Ir1xYAC,2025-10-16T17:43:02.000+0000,005OH000004Ir1xYAC,2025-10-16T17:43:02.000+0000,(403)284-0494,,garrett.byam@igpwm.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dP4y2YAC,False,,23090110,0030A0000029Z8ZQAU,0010A000002vyT0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:06:35.000+0000,False,False,0050A000001o2WeQAI,2025-10-16T18:06:35.000+0000,0050A000001o2WeQAI,2025-10-16T18:06:35.000+0000,0050A000001o2WeQAI,2025-10-16T18:06:35.000+0000,(519)669-1631,902-940-0571,craig.dougan@pib.com,(519)669-1923,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPAAiYAO,False,,23092992,0031600002bWBg4AAG,0010A000002wOJ8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:56:15.000+0000,False,False,0055o000002KxaMAAS,2025-10-16T18:56:15.000+0000,0055o000002KxaMAAS,2025-10-16T18:56:15.000+0000,0055o000002KxaMAAS,2025-10-16T18:56:15.000+0000,(780)995-7239X225,,rick@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPC4TYAW,False,,23092535,003G0000018f6QEIAY,0010A000002wOMkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:48:04.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T18:48:04.000+0000,0055o000001fOwHAAU,2025-10-16T18:48:04.000+0000,0055o000001fOwHAAU,2025-10-16T18:48:04.000+0000,(905)682-2651X244,,gpaolone@hfwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPCE6YAO,False,,23091990,0030A0000029gIJQAY,0010A000002w4M6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:38:50.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T18:38:50.000+0000,005OH000004oiYEYAY,2025-10-16T18:38:50.000+0000,005OH000004oiYEYAY,2025-10-16T18:38:50.000+0000,(519)632-9450X0305,x0305,jcharrette@ayrfinancial.ca,(519)632-9322,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPGERYA4,False,,23090225,0030A000002PJb4QAG,0010A000003BpusQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:08:54.000+0000,False,False,005OH0000084GETYA2,2025-10-16T18:08:54.000+0000,005OH0000084GETYA2,2025-10-16T18:08:54.000+0000,005OH0000084GETYA2,2025-10-16T18:08:54.000+0000,(905)805-3177,,loui.tsatsas@td.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPGxcYAG,False,,23090641,003OH00000OYV3qYAH,001OH00000TrSvQYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:16:07.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T18:16:07.000+0000,005G0000002gxxjIAA,2025-10-16T18:16:07.000+0000,005G0000002gxxjIAA,2025-10-16T18:16:07.000+0000,(514)512-1117,,joseph.nakouzi@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPHX4YAO,False,,23090186,0030A000001XnxHQAS,0010A000002wMytQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:08:17.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T18:08:17.000+0000,0055o000001fOwHAAU,2025-10-16T18:08:17.000+0000,0055o000001fOwHAAU,2025-10-16T18:08:17.000+0000,(519)209-4169,(519) 209-4169,ian.mcdaniel@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPHfAYAW,False,,23090792,003OH00000Ne1wFYAR,001OH00000SinY9YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:18:41.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T18:18:41.000+0000,005G0000002gxxjIAA,2025-10-16T18:18:41.000+0000,005G0000002gxxjIAA,2025-10-16T18:18:41.000+0000,(819)674-1667,,mlavoie@jbinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPHwsYAG,False,,23090745,003G0000018f76LIAQ,0010A000002wP9fQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:17:52.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T18:17:52.000+0000,0055o000001fOwHAAU,2025-10-16T18:17:52.000+0000,0055o000001fOwHAAU,2025-10-16T18:17:52.000+0000,(289)673-4214,(905) 515-5382,rcranbury@hfwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPIhnYAG,False,,23093532,0030A0000029agMQAQ,0010A000002vzlUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:04:30.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T19:04:30.000+0000,005OH000004oiYEYAY,2025-10-16T19:04:31.000+0000,005OH000004oiYEYAY,2025-10-16T19:04:31.000+0000,(905)248-4846,NIS,darcey@sorrellinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPJFVYA4,False,,23090307,0030A0000029iyDQAQ,0010A000002w6YwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:10:21.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T18:10:21.000+0000,0055o000002KxmIAAS,2025-10-16T18:10:21.000+0000,0055o000002KxmIAAS,2025-10-16T18:10:21.000+0000,(905)319-1617,,fcarobelli@protecticalife.com,(289)337-8176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPKmfYAG,False,,23090442,003G0000018f7BdIAI,0010A000002wPFbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:12:30.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T18:12:30.000+0000,005G0000002gxxjIAA,2025-10-16T18:12:31.000+0000,005G0000002gxxjIAA,2025-10-16T18:12:31.000+0000,(514)556-3556,(514) 559-5959,guillaume@holistik.ca,(514)600-3797,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPLCbYAO,False,,23092927,0031600002bWBg4AAG,0010A000002wOJ8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:55:05.000+0000,False,False,0055o000002KxaMAAS,2025-10-16T18:55:05.000+0000,0055o000002KxaMAAS,2025-10-16T18:55:06.000+0000,0055o000002KxaMAAS,2025-10-16T18:55:06.000+0000,(780)995-7239X225,,rick@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPMQOYA4,False,,23092287,0030A0000029j6EQAQ,0010A000002w6fBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:44:16.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T18:44:16.000+0000,005OH000004oiYEYAY,2025-10-16T18:44:16.000+0000,005OH000004oiYEYAY,2025-10-16T18:44:16.000+0000,(519)946-9977,,debbie@financialhealthworks.com,(519)946-9978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPMYOYA4,False,,23093188,0030A0000029nDVQAY,0010A000002wA6dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:59:07.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T18:59:07.000+0000,0055o000002KxmIAAS,2025-10-16T18:59:08.000+0000,0055o000002KxmIAAS,2025-10-16T18:59:08.000+0000,(888)391-0170X229,,jwoolley@gvcapital.ca,(888)391-0172,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPNFtYAO,False,,23090655,0030A00000ChGR0QAN,0010A00000DImk5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:16:17.000+0000,False,False,0050A000001o2WeQAI,2025-10-16T18:16:17.000+0000,0050A000001o2WeQAI,2025-10-16T18:16:17.000+0000,0050A000001o2WeQAI,2025-10-16T18:16:17.000+0000,(902)423-8294,(506)282-1990,matt.nason@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPNe6YAG,False,,23091489,0030A0000029aVNQAY,0010A000002vzdFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:30:39.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T18:30:39.000+0000,005G0000002gxxjIAA,2025-10-16T18:30:39.000+0000,005G0000002gxxjIAA,2025-10-16T18:30:39.000+0000,(514)350-5070,,r.rondeaudaoust@sogemec.com,(514)350-5071,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPOiFYAW,False,,23091114,003OH000003D1XlYAK,001OH000004307lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:24:18.000+0000,False,False,005OH000004pk06YAA,2025-10-16T18:24:18.000+0000,005OH000004pk06YAA,2025-10-16T18:24:18.000+0000,005OH000004pk06YAA,2025-10-16T18:24:18.000+0000,(778)633-0739,,jane.yj.li33@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPPMXYA4,False,,23090842,0030A000009BkfKQAS,0010A00000A9rxtQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:19:29.000+0000,False,False,0050A000001o2WeQAI,2025-10-16T18:19:29.000+0000,0050A000001o2WeQAI,2025-10-16T18:19:30.000+0000,0050A000001o2WeQAI,2025-10-16T18:19:30.000+0000,(902)832-6677,(902) 449-9667,patrick.whitty@assante.com,(902)832-6210,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPSFcYAO,False,,23093467,0030A00000BzCHmQAN,0010A00000CZmkzQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:03:23.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T19:03:23.000+0000,0050A000000WjqvQAC,2025-10-16T19:03:23.000+0000,0050A000000WjqvQAC,2025-10-16T19:03:23.000+0000,(613)446-4507,,robyn@lucra.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPUkVYAW,False,,23094588,0035o000005vQJJAA2,0015o000006TKjTAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:22:14.000+0000,False,False,005OH000005URvxYAG,2025-10-16T19:22:14.000+0000,005OH000005URvxYAG,2025-10-16T19:22:15.000+0000,005OH000005URvxYAG,2025-10-16T19:22:15.000+0000,(780)901-9663,,nikhil.satyamfinancials@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPVmzYAG,False,,23094229,003OH00000Uhye0YAB,001OH00000bSFwYYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:16:27.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T19:16:27.000+0000,005OH000004Ir1xYAC,2025-10-16T19:16:27.000+0000,005OH000004Ir1xYAC,2025-10-16T19:16:27.000+0000,(825)501-1273,,connor.jack@wealthco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPW6KYAW,False,,23093299,0030A0000029oDzQAI,0010A000002wAunQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:00:40.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T19:00:40.000+0000,005OH000004oiYEYAY,2025-10-16T19:00:41.000+0000,005OH000004oiYEYAY,2025-10-16T19:00:41.000+0000,(519)770-5818,,cherie@deegfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPWPjYAO,False,,23093845,0030A0000029XrPQAU,0010A000002vxNlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:09:43.000+0000,False,False,005OH0000084GETYA2,2025-10-16T19:09:43.000+0000,005OH0000084GETYA2,2025-10-16T19:09:43.000+0000,005OH0000084GETYA2,2025-10-16T19:09:43.000+0000,(905)859-5141,(647) 220-2977,finesseyourfinances@rogers.com,(905)859-8571,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPX2OYAW,False,,23094676,0030A0000029aBAQAY,0010A000002vzOMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:23:38.000+0000,False,False,0055o000001NWfMAAW,2025-10-16T19:23:38.000+0000,0055o000001NWfMAAW,2025-10-16T19:23:39.000+0000,0055o000001NWfMAAW,2025-10-16T19:23:39.000+0000,(416)493-3032,(416) 358-6732,kellerchanfinancial@gmail.com,(416)907-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPXiIYAW,False,,23091942,003G0000018f6RCIAY,0010A000002wONXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:37:58.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T18:37:58.000+0000,0055o000001fOwHAAU,2025-10-16T18:37:59.000+0000,0055o000001fOwHAAU,2025-10-16T18:37:59.000+0000,(905)321-8757,(905) 321-8757,jim.slaven@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPYxkYAG,False,,23092419,003G0000018f6gyIAA,0010A000002wOhEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:46:18.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T18:46:18.000+0000,0055o000001fOwHAAU,2025-10-16T18:46:19.000+0000,0055o000001fOwHAAU,2025-10-16T18:46:19.000+0000,(416)457-8971,,pete@petegillespie.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPZ5lYAG,False,,23091726,0030A0000029jk8QAA,0010A000002w7CVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:34:17.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T18:34:17.000+0000,005G0000002gxxjIAA,2025-10-16T18:34:17.000+0000,005G0000002gxxjIAA,2025-10-16T18:34:17.000+0000,(514)519-3676,,simon.arel@sfsai.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPZAdYAO,False,,23091892,0035o000004CSXiAAO,0015o000004mH9MAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:37:02.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T18:37:02.000+0000,005G0000002gxxjIAA,2025-10-16T18:37:03.000+0000,005G0000002gxxjIAA,2025-10-16T18:37:03.000+0000,(514)264-7867,,steveblais@groupefinancieropus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPbSaYAK,False,,23094424,0035o000004R481AAC,0015o0000050AnMAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:19:37.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T19:19:37.000+0000,0055o000002KxmIAAS,2025-10-16T19:19:38.000+0000,0055o000002KxmIAAS,2025-10-16T19:19:38.000+0000,(905)933-0792,(905) 933-0792,mnolan@prosimfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPbUDYA0,False,,23094075,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:13:36.000+0000,False,False,005OH000005URvxYAG,2025-10-16T19:13:36.000+0000,005OH000005URvxYAG,2025-10-16T19:13:36.000+0000,005OH000005URvxYAG,2025-10-16T19:13:36.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPbqkYAC,False,,23092033,0030A0000029aVSQAY,0010A000002vzdKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:39:41.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T18:39:41.000+0000,005G0000002gxxjIAA,2025-10-16T18:39:41.000+0000,005G0000002gxxjIAA,2025-10-16T18:39:41.000+0000,(514)815-8808,,stella_luie@hotmail.com,(514)733-2967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPc5HYAS,False,,23092110,0030A000005MYwhQAG,0010A0000066KYXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:41:03.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T18:41:03.000+0000,005OH000004oiYEYAY,2025-10-16T18:41:03.000+0000,005OH000004oiYEYAY,2025-10-16T18:41:03.000+0000,(905)765-7132,,catherine@rbcraig.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPchzYAC,False,,23093874,0030A0000029lkvQAA,0010A000002w8qqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:10:07.000+0000,False,False,005OH000005URvxYAG,2025-10-16T19:10:07.000+0000,005OH000005URvxYAG,2025-10-16T19:10:07.000+0000,005OH000005URvxYAG,2025-10-16T19:10:07.000+0000,(780)467-3747,(780) 951-1361,ajeraj@shaw.ca,(780)640-6797,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPcy7YAC,False,,23094003,003OH00000B8kybYAB,0015o000008CybFAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:12:13.000+0000,False,False,0055o000002KxaMAAS,2025-10-16T19:12:13.000+0000,0055o000002KxaMAAS,2025-10-16T19:12:14.000+0000,0055o000002KxaMAAS,2025-10-16T19:12:14.000+0000,,(587) 412-5123,melanie@lefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPfT0YAK,False,,23094724,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:24:35.000+0000,False,False,005OH000005URvxYAG,2025-10-16T19:24:35.000+0000,005OH000005URvxYAG,2025-10-16T19:24:36.000+0000,005OH000005URvxYAG,2025-10-16T19:24:36.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPfj4YAC,False,,23093217,0035o000003AfZgAAK,0015o000003p7s3AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:59:32.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T18:59:32.000+0000,005G0000002gxxjIAA,2025-10-16T18:59:32.000+0000,005G0000002gxxjIAA,2025-10-16T18:59:32.000+0000,(450)365-8505,,alexandre.forest@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPgqRYAS,False,,23093003,0030A0000029WndQAE,0010A000002vwTFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:56:25.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T18:56:25.000+0000,005G0000002gxxjIAA,2025-10-16T18:56:25.000+0000,005G0000002gxxjIAA,2025-10-16T18:56:25.000+0000,(819)812-1022,8194376718,robert@laforteresse.com,(819)812-2940,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPhMhYAK,False,,23093388,0030A000003lLM6QAM,0010A000004Y4aNQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:02:15.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T19:02:15.000+0000,0055o000002KxmIAAS,2025-10-16T19:02:16.000+0000,0055o000002KxmIAAS,2025-10-16T19:02:16.000+0000,(289)337-4440,(416) 671-5113,jean-michel.lorrain@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPhTAYA0,False,,23097587,003OH00000TutnaYAB,001OH00000aTOe2YAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:16:26.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T20:16:26.000+0000,005OH000004Ir1xYAC,2025-10-16T20:16:27.000+0000,005OH000004Ir1xYAC,2025-10-16T20:16:27.000+0000,(403)437-3534,,wteves@harbourfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPiAkYAK,False,,23095171,0030A00000BHNAgQAP,0010A00000BraCMQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:32:48.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T19:32:48.000+0000,0055o000002KxmIAAS,2025-10-16T19:32:49.000+0000,0055o000002KxmIAAS,2025-10-16T19:32:49.000+0000,(647)745-6850,,rattan.taggar@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPj3WYAS,False,,23093401,003G0000018f6ysIAA,0010A000002wP1WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:02:21.000+0000,False,False,0055o000002KxaMAAS,2025-10-16T19:02:21.000+0000,0055o000002KxaMAAS,2025-10-16T19:02:22.000+0000,0055o000002KxaMAAS,2025-10-16T19:02:22.000+0000,(780)409-8927,(587) 576-1177,jesse@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPk64YAC,False,,23093395,0030A0000029VPoQAM,0010A000002vvKHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:02:18.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T19:02:18.000+0000,0050A000000WjqvQAC,2025-10-16T19:02:18.000+0000,0050A000000WjqvQAC,2025-10-16T19:02:18.000+0000,(613)347-1028,(613) 551-9227,ellerylafave@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPmHVYA0,False,,23093046,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T18:57:04.000+0000,False,False,005OH000005URvxYAG,2025-10-16T18:57:04.000+0000,005OH000005URvxYAG,2025-10-16T18:57:05.000+0000,005OH000005URvxYAG,2025-10-16T18:57:05.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPnK3YAK,False,,23093390,0030A0000029hDQQAY,0010A000002w58qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:02:16.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T19:02:16.000+0000,005G0000002gxxjIAA,2025-10-16T19:02:17.000+0000,005G0000002gxxjIAA,2025-10-16T19:02:17.000+0000,(514)483-2070X204,(514) 705-5630,ginette.aubry@sfl.ca,(514)483-3379,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPndSYAS,False,,23094302,0030A0000029gIJQAY,0010A000002w4M6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:17:34.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T19:17:34.000+0000,005OH000004oiYEYAY,2025-10-16T19:17:34.000+0000,005OH000004oiYEYAY,2025-10-16T19:17:34.000+0000,(519)632-9450X0305,x0305,jcharrette@ayrfinancial.ca,(519)632-9322,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPoCuYAK,False,,23094371,0035o000006d4IyAAI,0015o000007CMHTAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:18:41.000+0000,False,False,005OH0000084GETYA2,2025-10-16T19:18:41.000+0000,005OH0000084GETYA2,2025-10-16T19:18:42.000+0000,005OH0000084GETYA2,2025-10-16T19:18:42.000+0000,(289)230-0404,,westevensfinancial7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPoPpYAK,False,,23096192,0030A000006igGlQAI,0010A000007TYq0QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:50:17.000+0000,False,False,0055o000002KxaMAAS,2025-10-16T19:50:17.000+0000,0055o000002KxaMAAS,2025-10-16T19:50:18.000+0000,0055o000002KxaMAAS,2025-10-16T19:50:18.000+0000,(780)428-8585,(780) 977-3155,alfredo@groupoptions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPplfYAC,False,,23094985,0030A0000029mB1QAI,0010A000002w9BDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:29:19.000+0000,False,False,005OH000005URvxYAG,2025-10-16T19:29:19.000+0000,005OH000005URvxYAG,2025-10-16T19:29:20.000+0000,005OH000005URvxYAG,2025-10-16T19:29:20.000+0000,(780)456-4976,,olivia@telusplanet.net,(780)456-8348,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPq1mYAC,False,,23093496,003G0000018f6gyIAA,0010A000002wOhEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:03:47.000+0000,False,False,0055o000001fOwHAAU,2025-10-16T19:03:47.000+0000,0055o000001fOwHAAU,2025-10-16T19:03:48.000+0000,0055o000001fOwHAAU,2025-10-16T19:03:48.000+0000,(416)457-8971,,pete@petegillespie.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPqHzYAK,False,,23095958,0030A0000029Zd4QAE,0010A000002vys6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:46:44.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T19:46:44.000+0000,005G0000002gxxjIAA,2025-10-16T19:46:44.000+0000,005G0000002gxxjIAA,2025-10-16T19:46:44.000+0000,(514)296-7028,,pierreluc@assurmr.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPrAjYAK,False,,23093571,0031600002cxnM1AAI,0010A000002w3EUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:05:11.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T19:05:11.000+0000,0050A000000WjqvQAC,2025-10-16T19:05:11.000+0000,0050A000000WjqvQAC,2025-10-16T19:05:11.000+0000,(613)829-7874X225,(613) 266-9921,greg.porteous@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPryjYAC,False,,23093643,0030A0000029h6IQAQ,0010A000002w52HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:06:24.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T19:06:24.000+0000,005OH000004oiYEYAY,2025-10-16T19:06:24.000+0000,005OH000004oiYEYAY,2025-10-16T19:06:24.000+0000,(519)570-9322X2,X2,jennifer@mgmfinancial.ca,(519)570-2298,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPtvjYAC,False,,23094605,003OH00000UczJ1YAJ,001OH00000bMJWiYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:22:35.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T19:22:35.000+0000,005OH000004Ir1xYAC,2025-10-16T19:22:35.000+0000,005OH000004Ir1xYAC,2025-10-16T19:22:35.000+0000,(587)830-3766,,marta.pasko@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPuTbYAK,False,,23094253,003OH00000AwSscYAF,001OH00000DCnzzYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:16:44.000+0000,False,False,005OH000005URvxYAG,2025-10-16T19:16:44.000+0000,005OH000005URvxYAG,2025-10-16T19:16:45.000+0000,005OH000005URvxYAG,2025-10-16T19:16:45.000+0000,(780)716-2938,,wangcg519@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPuYRYA0,False,,23094777,003OH00000UczIxYAJ,001OH00000bMJWeYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:25:38.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T19:25:38.000+0000,005OH000004Ir1xYAC,2025-10-16T19:25:38.000+0000,005OH000004Ir1xYAC,2025-10-16T19:25:38.000+0000,(403)402-9549,,anushka.pinto@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPv1RYAS,False,,23093967,0030A0000029WAEQA2,0010A000002vvz5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:11:36.000+0000,False,False,005OH000004oiYEYAY,2025-10-16T19:11:36.000+0000,005OH000004oiYEYAY,2025-10-16T19:11:36.000+0000,005OH000004oiYEYAY,2025-10-16T19:11:36.000+0000,(519)501-6695,(519) 501-6695,vmurchiecfp@mail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPvKnYAK,False,,23094008,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:12:24.000+0000,False,False,005OH000005URvxYAG,2025-10-16T19:12:24.000+0000,005OH000005URvxYAG,2025-10-16T19:12:24.000+0000,005OH000005URvxYAG,2025-10-16T19:12:24.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPyqXYAS,False,,23094381,003OH00000Ud4dbYAB,001OH00000bMJWpYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:18:53.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T19:18:53.000+0000,005OH000004Ir1xYAC,2025-10-16T19:18:53.000+0000,005OH000004Ir1xYAC,2025-10-16T19:18:53.000+0000,(403)808-4680,,kristin.mcintosh@nbc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dPzjTYAS,False,,23097439,003OH000007GqjYYAS,001OH000008yJ1hYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:13:48.000+0000,False,False,0055o000002KxaMAAS,2025-10-16T20:13:48.000+0000,0055o000002KxaMAAS,2025-10-16T20:13:48.000+0000,0055o000002KxaMAAS,2025-10-16T20:13:48.000+0000,(780)468-7661,,amandag@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ1LUYA0,False,,23097156,0030A0000029c7XQAQ,0010A000002w0w3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:08:10.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T20:08:10.000+0000,005OH000003ds0PYAQ,2025-10-22T16:01:38.000+0000,005OH000003ds0PYAQ,2025-10-22T16:01:38.000+0000,(613)332-5244,,hjohns@gpwealth.ca,(613)332-8033,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ2PcYAK,False,,23097660,003OH00000TowZeYAJ,001OH00000aL1eAYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:17:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T20:17:55.000+0000,005OH000004Ir1xYAC,2025-10-16T20:17:55.000+0000,005OH000004Ir1xYAC,2025-10-16T20:17:55.000+0000,(403)606-6904,,manzano.minerva@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ2pKYAS,False,,23095088,003OH00000UHNQZYA5,001OH00000avI0ZYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:31:16.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T19:31:16.000+0000,005OH000004Ir1xYAC,2025-10-16T19:31:17.000+0000,005OH000004Ir1xYAC,2025-10-16T19:31:17.000+0000,(403)708-9117,,katherine.li1115@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ2uAYAS,False,,23094917,0030A0000029bhPQAQ,0010A000002w0Z4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:28:16.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T19:28:16.000+0000,0050A000000WjqvQAC,2025-10-16T19:28:17.000+0000,0050A000000WjqvQAC,2025-10-16T19:28:17.000+0000,(613)979-4614,,radamson@live.ca,(999)999-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ3S1YAK,False,,23094810,0030A0000029mFhQAI,0010A000002w9FKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:26:30.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T19:26:30.000+0000,005G0000002gxxjIAA,2025-10-16T19:26:31.000+0000,005G0000002gxxjIAA,2025-10-16T19:26:31.000+0000,(514)312-7190,,jcmainville@groupeconsilium.ca,(514)312-7188,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ4BDYA0,False,,23095887,0030A0000090F8gQAE,0010A000009wadeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:45:38.000+0000,False,False,0055o000002KxaMAAS,2025-10-16T19:45:38.000+0000,0055o000002KxaMAAS,2025-10-16T19:45:39.000+0000,0055o000002KxaMAAS,2025-10-16T19:45:39.000+0000,(780)428-8585,(780) 908-1121,shaquille@bqfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ58vYAC,False,,23096675,0030A0000029gDRQAY,0010A000002w4HNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:59:14.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T19:59:14.000+0000,005G0000002gxxjIAA,2025-10-16T19:59:14.000+0000,005G0000002gxxjIAA,2025-10-16T19:59:14.000+0000,(438)467-8268,,adamo@finm.ca,(438)383-7247,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ5dVYAS,False,,23095029,0030A0000080W1UQAU,0010A000008sz5MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:30:15.000+0000,False,False,005OH000005URvxYAG,2025-10-16T19:30:15.000+0000,005OH000005URvxYAG,2025-10-16T19:30:16.000+0000,005OH000005URvxYAG,2025-10-16T19:30:16.000+0000,(587)501-4862,,flora.tie7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ6OJYA0,False,,23095218,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:33:53.000+0000,False,False,0050A000000WjqvQAC,2025-10-16T19:33:53.000+0000,0050A000000WjqvQAC,2025-10-16T19:33:54.000+0000,0050A000000WjqvQAC,2025-10-16T19:33:54.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ6w9YAC,False,,23095168,003G0000018f6t1IAA,0010A000002wOukQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:32:46.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T19:32:46.000+0000,005G0000002gxxjIAA,2025-10-16T19:32:46.000+0000,005G0000002gxxjIAA,2025-10-16T19:32:46.000+0000,(450)818-9808,(514) 918-0312,louis.lamontagne@orchestro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ7DxYAK,False,,23097475,0031600002XcHgMAAV,0010A000002wOBiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:14:22.000+0000,False,False,0055o000002KxmIAAS,2025-10-16T20:14:22.000+0000,0055o000002KxmIAAS,2025-10-16T20:14:23.000+0000,0055o000002KxmIAAS,2025-10-16T20:14:23.000+0000,(519)967-9769,,barrie@horizonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ8YAYA0,False,,23095445,003OH00000UHN8fYAH,001OH00000avI0LYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:37:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T19:37:59.000+0000,005OH000004Ir1xYAC,2025-10-16T19:37:59.000+0000,005OH000004Ir1xYAC,2025-10-16T19:37:59.000+0000,(604)445-5932,,surinderbir.bakshi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ8rXYAS,False,,23096588,003OH00000RE3MlYAL,001OH00000X5hURYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:57:37.000+0000,False,False,005G0000002gyDJIAY,2025-10-16T19:57:37.000+0000,005G0000002gyDJIAY,2025-10-16T19:57:37.000+0000,005G0000002gyDJIAY,2025-10-16T19:57:37.000+0000,(825)413-1336,,lily.leung@insureline.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ9kMYAS,False,,23095746,0030A000002QZPpQAO,0010A000003D85BQAS,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-10-16T19:47:42.000+0000,False,False,005OH000008H6lxYAC,2025-10-16T19:43:19.000+0000,005OH000008H6lxYAC,2025-10-16T19:47:43.000+0000,005OH000008H6lxYAC,2025-10-16T19:47:43.000+0000,(613)723-7200,,simon.bernard@igpwm.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008H6lxYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQ9sRYAS,False,,23096111,003OH00000L47qGYAR,001OH00000PgSPrYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:48:55.000+0000,False,False,0055o000001NWfMAAW,2025-10-16T19:48:55.000+0000,0055o000001NWfMAAW,2025-10-16T19:48:56.000+0000,0055o000001NWfMAAW,2025-10-16T19:48:56.000+0000,(647)861-1889,,holdenxu.lavie@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQD6PYAW,False,,23095800,0030A0000070XqJQAU,0010A000007rHpCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:44:12.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T19:44:12.000+0000,005G0000002gxxjIAA,2025-10-16T19:44:13.000+0000,005G0000002gxxjIAA,2025-10-16T19:44:13.000+0000,(514)776-5552,,mat@mpoweredwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQDxdYAG,False,,23095892,0030A0000029q5nQAA,0010A000002wCPmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:45:42.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T19:45:42.000+0000,005OH000003ds0PYAQ,2025-10-16T19:45:42.000+0000,005OH000003ds0PYAQ,2025-10-16T19:45:42.000+0000,(613)225-2020X102,613-724-0762,franco@myretirementcanada.com,(613)225-3424,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQEIbYAO,False,,23095921,0030A0000029q5nQAA,0010A000002wCPmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:46:12.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T19:46:12.000+0000,005OH000003ds0PYAQ,2025-10-16T19:46:12.000+0000,005OH000003ds0PYAQ,2025-10-16T19:46:12.000+0000,(613)225-2020X102,613-724-0762,franco@myretirementcanada.com,(613)225-3424,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQF6bYAG,False,,23096013,003G0000018f6f2IAA,0010A000002wOd4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T19:47:35.000+0000,False,False,0055o000001h4cFAAQ,2025-10-16T19:47:35.000+0000,0055o000001h4cFAAQ,2025-10-16T19:47:35.000+0000,0055o000001h4cFAAQ,2025-10-16T19:47:35.000+0000,(807)697-1749,(807) 627-9510,t.mihaljevic@mbenefits.ca,(807)623-8743,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQG7YYAW,False,,23097955,0030A0000029aIBQAY,0010A000002vzTgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:23:51.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:23:51.000+0000,005G0000002gxxjIAA,2025-10-16T20:23:52.000+0000,005G0000002gxxjIAA,2025-10-16T20:23:52.000+0000,(514)267-5572,,annie.desautels@torrus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQGDzYAO,False,,23096744,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:00:24.000+0000,False,False,005OH000003ds0PYAQ,2025-10-16T20:00:24.000+0000,005OH000003ds0PYAQ,2025-10-22T16:03:21.000+0000,005OH000003ds0PYAQ,2025-10-22T16:03:21.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQGU6YAO,False,,23096898,0030A0000029WE1QAM,0010A000002vw1fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:03:37.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:03:37.000+0000,005G0000002gxxjIAA,2025-10-16T20:03:37.000+0000,005G0000002gxxjIAA,2025-10-16T20:03:37.000+0000,(450)672-1758,514-713-4260,andre.methe@sfl.qc.ca,(450)672-4299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQM02YAG,False,,23096955,0030A0000029WE1QAM,0010A000002vw1fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:04:44.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:04:44.000+0000,005G0000002gxxjIAA,2025-10-16T20:04:44.000+0000,005G0000002gxxjIAA,2025-10-16T20:04:44.000+0000,(450)672-1758,514-713-4260,andre.methe@sfl.qc.ca,(450)672-4299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQMbAYAW,False,,23097478,0030A0000029YUCQA2,0010A000002vxu7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:14:24.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:14:24.000+0000,005G0000002gxxjIAA,2025-10-16T20:14:24.000+0000,005G0000002gxxjIAA,2025-10-16T20:14:24.000+0000,(844)277-1212,,jdesjardins@harmoniefinanciere.ca,(877)669-1094,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQN0vYAG,False,,23096804,0030A0000046gOLQAY,0010A000002vtltQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:01:38.000+0000,False,False,005G0000002gyDJIAY,2025-10-16T20:01:38.000+0000,005G0000002gyDJIAY,2025-10-16T20:01:39.000+0000,005G0000002gyDJIAY,2025-10-16T20:01:39.000+0000,(403) 910-3320,,rmacdonald@ppi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQNaQYAW,False,,23097052,003G0000018f75yIAA,0010A000002wP9IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:06:20.000+0000,False,False,005OH000002N6huYAC,2025-10-16T20:06:20.000+0000,005OH000002N6huYAC,2025-10-16T20:06:21.000+0000,005OH000002N6huYAC,2025-10-16T20:06:21.000+0000,(450)536-0875,(514) 608-9168,alexandra.proulx@trinum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQNwzYAG,False,,23096862,0030A0000029WE1QAM,0010A000002vw1fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:02:44.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:02:44.000+0000,005G0000002gxxjIAA,2025-10-16T20:02:44.000+0000,005G0000002gxxjIAA,2025-10-16T20:02:44.000+0000,(450)672-1758,514-713-4260,andre.methe@sfl.qc.ca,(450)672-4299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQOY7YAO,False,,23097565,0030A0000029YUCQA2,0010A000002vxu7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:15:57.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:15:57.000+0000,005G0000002gxxjIAA,2025-10-16T20:15:58.000+0000,005G0000002gxxjIAA,2025-10-16T20:15:58.000+0000,(844)277-1212,,jdesjardins@harmoniefinanciere.ca,(877)669-1094,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQP9BYAW,False,,23097004,0030A0000029WE1QAM,0010A000002vw1fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:05:28.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:05:28.000+0000,005G0000002gxxjIAA,2025-10-16T20:05:28.000+0000,005G0000002gxxjIAA,2025-10-16T20:05:28.000+0000,(450)672-1758,514-713-4260,andre.methe@sfl.qc.ca,(450)672-4299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQPxEYAW,False,,23097828,0030A0000029YUCQA2,0010A000002vxu7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:21:19.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:21:19.000+0000,005G0000002gxxjIAA,2025-10-16T20:21:19.000+0000,005G0000002gxxjIAA,2025-10-16T20:21:19.000+0000,(844)277-1212,,jdesjardins@harmoniefinanciere.ca,(877)669-1094,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQQZzYAO,False,,23099390,0030A0000029kB9QAI,0010A000002w7XeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:54:11.000+0000,False,False,0055o000001NWfMAAW,2025-10-16T20:54:11.000+0000,0055o000001NWfMAAW,2025-10-16T20:54:12.000+0000,0055o000001NWfMAAW,2025-10-16T20:54:12.000+0000,(416)230-2896,,winnieyun8@hotmail.com,(905)943-9979,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQRuBYAW,False,,23098569,0035o0000034smVAAQ,0015o000003jZ2nAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:36:25.000+0000,False,False,005OH000005URvxYAG,2025-10-16T20:36:25.000+0000,005OH000005URvxYAG,2025-10-16T20:36:25.000+0000,005OH000005URvxYAG,2025-10-16T20:36:25.000+0000,(780)888-7780,,komal.kaur@bibekpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQSOoYAO,False,,23097543,003OH00000TutnhYAB,001OH00000aTOe9YAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:15:29.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T20:15:29.000+0000,005OH000004Ir1xYAC,2025-10-16T20:15:30.000+0000,005OH000004Ir1xYAC,2025-10-16T20:15:30.000+0000,(825)449-9002,,sapnaj@wescaninsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQTrBYAW,False,,23098115,003OH00000QysLDYAZ,001OH00000Wo5oiYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:26:57.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:26:57.000+0000,005G0000002gxxjIAA,2025-10-16T20:26:57.000+0000,005G0000002gxxjIAA,2025-10-16T20:26:57.000+0000,(514)467-7535,,antoine@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQV4vYAG,False,,23097697,0030A0000029YUCQA2,0010A000002vxu7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:18:33.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:18:33.000+0000,005G0000002gxxjIAA,2025-10-16T20:18:34.000+0000,005G0000002gxxjIAA,2025-10-16T20:18:34.000+0000,(844)277-1212,,jdesjardins@harmoniefinanciere.ca,(877)669-1094,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQVsvYAG,False,,23097782,0031600002VKwrHAAT,0010A000002wO5XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:20:15.000+0000,False,False,005G0000002gyDJIAY,2025-10-16T20:20:15.000+0000,005G0000002gyDJIAY,2025-10-16T20:20:15.000+0000,005G0000002gyDJIAY,2025-10-16T20:20:15.000+0000,(306)546-1387,(306) 533-4208,chad@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQXI1YAO,False,,23097971,003OH00000TowZcYAJ,001OH00000aL1e8YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:24:14.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T20:24:14.000+0000,005OH000004Ir1xYAC,2025-10-16T20:24:15.000+0000,005OH000004Ir1xYAC,2025-10-16T20:24:15.000+0000,(403)253-4840,,andrew.sutherland-deveen@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQYAsYAO,False,,23098201,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:28:39.000+0000,False,False,005OH000004pk06YAA,2025-10-16T20:28:39.000+0000,005OH000004pk06YAA,2025-10-16T20:28:40.000+0000,005OH000004pk06YAA,2025-10-16T20:28:40.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQZ6vYAG,False,,23098138,003OH00000QysLDYAZ,001OH00000Wo5oiYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:27:21.000+0000,False,False,005G0000002gxxjIAA,2025-10-16T20:27:21.000+0000,005G0000002gxxjIAA,2025-10-16T20:27:22.000+0000,005G0000002gxxjIAA,2025-10-16T20:27:22.000+0000,(514)467-7535,,antoine@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQbrvYAC,False,,23098817,0030A000004A7xLQAS,0010A000004vIe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:41:35.000+0000,False,False,005OH000005URvxYAG,2025-10-16T20:41:35.000+0000,005OH000005URvxYAG,2025-10-16T20:41:35.000+0000,005OH000005URvxYAG,2025-10-16T20:41:35.000+0000,(780)431-0527,,arun.nair@igpwm.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQghtYAC,False,,23098986,003OH00000HMDHoYAP,001OH00000LP3DAYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:44:58.000+0000,False,False,005OH000005URvxYAG,2025-10-16T20:44:58.000+0000,005OH000005URvxYAG,2025-10-16T20:44:58.000+0000,005OH000005URvxYAG,2025-10-16T20:44:58.000+0000,(780)504-7386,,dan@paradigmshiftfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQlpdYAC,False,,23099543,003OH00000TjI6bYAF,001OH00000aDTMGYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T20:58:21.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T20:58:21.000+0000,005OH000004Ir1xYAC,2025-10-16T20:58:21.000+0000,005OH000004Ir1xYAC,2025-10-16T20:58:21.000+0000,(403)299-7087,,richard.nagan@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQnRfYAK,False,,23100757,0035o000006iM78AAE,0015o000007IjnYAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T21:37:07.000+0000,False,False,005OH000005URvxYAG,2025-10-16T21:37:07.000+0000,005OH000005URvxYAG,2025-10-16T21:37:07.000+0000,005OH000005URvxYAG,2025-10-16T21:37:07.000+0000,(780)271-2253,,samramodan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQqNvYAK,False,,23100981,0030A000004ReSEQA0,0010A000005DPHmQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T21:44:39.000+0000,False,False,005OH000005URvxYAG,2025-10-16T21:44:39.000+0000,005OH000005URvxYAG,2025-10-16T21:44:40.000+0000,005OH000005URvxYAG,2025-10-16T21:44:40.000+0000,(780)242-5755,,arthur@wilman.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQuD0YAK,False,,23100466,0030A0000029VZSQA2,0010A000002vvSFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T21:27:21.000+0000,False,False,005OH000005URvxYAG,2025-10-16T21:27:21.000+0000,005OH000005URvxYAG,2025-10-16T21:27:22.000+0000,005OH000005URvxYAG,2025-10-16T21:27:22.000+0000,(780)423-5858,(780) 445-8829,ian@idmfinancial.com,(780)421-4301,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQxMAYA0,False,,23100778,003OH00000Nrm4VYAR,001OH00000SzpSHYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T21:37:45.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T21:37:45.000+0000,005OH000004Ir1xYAC,2025-10-16T21:37:45.000+0000,005OH000004Ir1xYAC,2025-10-16T21:37:45.000+0000,(403)305-1886,,steven_yangyx@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dQxPOYA0,False,,23100594,003OH00000TK3FfYAL,001OH00000ZiCMMYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T21:31:22.000+0000,False,False,005OH000004Ir1xYAC,2025-10-16T21:31:22.000+0000,005OH000004Ir1xYAC,2025-10-16T21:31:23.000+0000,005OH000004Ir1xYAC,2025-10-16T21:31:23.000+0000,(403)988-3869,,minyi.fu.10@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dR13BYAS,False,,23100931,0030A0000029cjHQAQ,0010A000002w1MdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T21:43:06.000+0000,False,False,005OH000005URvxYAG,2025-10-16T21:43:06.000+0000,005OH000005URvxYAG,2025-10-16T21:43:07.000+0000,005OH000005URvxYAG,2025-10-16T21:43:07.000+0000,(403)598-3591,,mhowell@yourlifeinsured.ca,(403)309-2249,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dR1fuYAC,False,,23101183,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T21:52:26.000+0000,False,False,005OH000005URvxYAG,2025-10-16T21:52:26.000+0000,005OH000005URvxYAG,2025-10-16T21:52:26.000+0000,005OH000005URvxYAG,2025-10-16T21:52:26.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dR6HQYA0,False,,23101617,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-16T22:11:27.000+0000,False,False,005OH000005URvxYAG,2025-10-16T22:11:27.000+0000,005OH000005URvxYAG,2025-10-16T22:11:27.000+0000,005OH000005URvxYAG,2025-10-16T22:11:27.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,168.0
500OH00000dSGt1YAG,False,,23104510,0030A0000029eotQAA,0010A000002w34aQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T12:41:51.000+0000,False,False,0050A000000XQhmQAG,2025-10-17T12:41:51.000+0000,0050A000000XQhmQAG,2025-10-17T12:41:51.000+0000,0050A000000XQhmQAG,2025-10-17T12:41:51.000+0000,(709)753-7424,,roch@acmefinancial.ca,(709)753-7446,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSP3RYAW,False,,23104562,0030A0000029XCpQAM,0010A000002vwqbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T12:45:01.000+0000,False,False,0050A000000XQhmQAG,2025-10-17T12:45:01.000+0000,0050A000000XQhmQAG,2025-10-17T12:45:01.000+0000,0050A000000XQhmQAG,2025-10-17T12:45:01.000+0000,(709)579-3057,,r.lcapitalgrowth@nf.aibn.com,(709)579-3719,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSRDJYA4,False,,23104755,0030A0000029p9dQAA,0010A000002wBfiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T12:53:27.000+0000,False,False,005OH0000030c5BYAQ,2025-10-17T12:53:27.000+0000,005OH0000030c5BYAQ,2025-10-17T12:53:28.000+0000,005OH0000030c5BYAQ,2025-10-17T12:53:28.000+0000,(705)817-2434,6479569204,brad.paproski@emma.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSayEYAS,False,,23108216,0030A0000029gypQAA,0010A000002w4vDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T14:27:28.000+0000,False,False,0050A000000WjqvQAC,2025-10-17T14:27:28.000+0000,0050A000000WjqvQAC,2025-10-17T14:27:28.000+0000,0050A000000WjqvQAC,2025-10-17T14:27:28.000+0000,(855)264-8267,(613) 264-8267,noonanf@familywealthperth.com,(613)264-8269,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSeTuYAK,False,,23105946,003OH00000PlbfIYAR,001OH00000VLpCOYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T13:33:42.000+0000,False,False,005OH00000245RQYAY,2025-10-17T13:33:42.000+0000,005OH00000245RQYAY,2025-10-17T13:33:43.000+0000,005OH00000245RQYAY,2025-10-17T13:33:43.000+0000,(514)883-1217,,sara.nematollahi@safavifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSedaYAC,False,,23106077,003G0000018f6bTIAQ,0010A000002wOYlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T13:37:39.000+0000,False,False,005OH00000245RQYAY,2025-10-17T13:37:39.000+0000,005OH00000245RQYAY,2025-10-17T13:37:40.000+0000,005OH00000245RQYAY,2025-10-17T13:37:40.000+0000,(514)335-4260,(514) 346-1212,earbour@sfea.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSh6nYAC,False,,23106105,0030A00000CeKfiQAF,0010A00000DFls5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T13:38:30.000+0000,False,False,005OH000007fgYjYAI,2025-10-17T13:38:30.000+0000,005OH000007fgYjYAI,2025-10-17T13:38:30.000+0000,005OH000007fgYjYAI,2025-10-17T13:38:30.000+0000,(514)912-5309,,c.laventure@monchoixfinancier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSiCXYA0,False,,23106225,003OH00000IjYrDYAV,001OH00000MyaFIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T13:41:41.000+0000,False,False,005OH000007fgYjYAI,2025-10-17T13:41:41.000+0000,005OH000007fgYjYAI,2025-10-17T13:41:41.000+0000,005OH000007fgYjYAI,2025-10-17T13:41:41.000+0000,(438)345-5066,,fariba.a@sunplusfa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSjyHYAS,False,,23108244,003G0000018f7RzIAI,0010A000002wPYZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T14:27:58.000+0000,False,False,005OH000002N6huYAC,2025-10-17T14:27:58.000+0000,005OH000002N6huYAC,2025-10-17T14:27:59.000+0000,005OH000002N6huYAC,2025-10-17T14:27:59.000+0000,(418)623-9422,(418) 563-3296,j.denis.cote@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSlIYYA0,False,,23107694,0030A0000029hNSQAY,0010A000002w5I4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T14:16:19.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T14:16:19.000+0000,005G0000002gxxjIAA,2025-10-17T14:16:19.000+0000,005G0000002gxxjIAA,2025-10-17T14:16:19.000+0000,(514)919-0563,,bureau@groupefaust.com,(450)691-1752,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSnQrYAK,False,,23109798,0030A0000029lNYQAY,0010A000002w8YNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T14:57:53.000+0000,False,False,005OH000004oiYEYAY,2025-10-17T14:57:53.000+0000,005OH000004oiYEYAY,2025-10-17T14:57:53.000+0000,005OH000004oiYEYAY,2025-10-17T14:57:53.000+0000,(519)670-8076,,dwb@bilyea.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,167.0
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500OH00000dStfrYAC,False,,23108070,0030A0000029bhlQAA,0010A000002w0ZLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T14:24:34.000+0000,False,False,0050A000000WjqvQAC,2025-10-17T14:24:34.000+0000,0050A000000WjqvQAC,2025-10-17T14:24:35.000+0000,0050A000000WjqvQAC,2025-10-17T14:24:35.000+0000,(613)798-2424,,pierre@ifs-asf.ca,(613)725-5098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dSus1YAC,False,,23107302,003G0000018f70VIAQ,0010A000002wP3qQAE,,,angelo@abwealthandestate.com,,,,012OH000000ijW5YAI,Closed,,Email,,[EXT] Re: Scott Gribbon Client ID 563188897 RSP 563122337 T4 Tax Slip,Medium,"Are you able to tell us where to get this form or better still are you able to send a blank form and we can get it completed? Thank you Angelo Get Outlook for iOS From: Customer Tax Reporting <CustomerTaxReporting@ canadalife. com> Sent: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
<https://us-phishalarm-ewt.proofpoint.com/EWT/v1/HMCOyEk!2Oh29yPEXT_8NOTKL8qYaishy16Y4FCgBRSyR6Tsn-9s_EcAmqdXCi9JGuYLLIUsIaeCol0Imd_8uT5q-bqrQkCsf08ac6ZWcc80mHG4EquTgvjDbmdsKFeYvqv9gp0cM99xU8c0BZkck8mZJ0YSuwq3Gw$>
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Are you able to tell us where to get this form or better still are you able to send a blank form and we can get it completed?

Thank you

Angelo

Get Outlook for iOS<https://urldefense.com/v3/__https://aka.ms/o0ukef__;!!HMCOyEk!Yr4jSYZVfzdqzwvgvPOMUx7cNZAkEev_Ah9mmd_e5cjbbBOFTOfrn3MKxYFC8Lo8FYAhE561wh6eCMcyocP-6tpVgdAtxoGmAv7L$>
________________________________
From: Customer Tax Reporting <CustomerTaxReporting@canadalife.com>
Sent: Friday, October 17, 2025 9:13:31 AM
To: Marion, Katie <irene.marion@canadalife.com>; General Inquiries for Quadrus <Contact@quadrusinvestmentservices.com>
Cc: John McCabe <john@abwealthandestate.com>; Angelo Bucciarelli <angelo@abwealthandestate.com>; Phan, Linh <KieuThuyLinh.Phan@canadalife.com>
Subject: RE: Scott Gribbon Client ID 563188897 RSP 563122337 T4 Tax Slip


Good morning,



We will need a cancellation webform submitted by Quadrus admin to proceed with cancelling the T4RSP tax slip.

@General Inquiries for Quadrus<mailto:Contact@quadrusinvestmentservices.com> Could you review and send us the webform?



Thank you,



Linh Phan

Sr. Tax Reporting Technician

CanOps - Central Services & Strategy | Financial Operations

Terminal T-355

kieuthuylinh.phan@canadalife.com



[cid:image003.gif@01DC3F46.40F01A10]<https://www.canadalife.com/>



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From: Marion, Katie <Irene.Marion@canadalife.com>
Sent: October 16, 2025 15:29
To: Customer Tax Reporting <CustomerTaxReporting@canadalife.com>
Cc: John McCabe <john@abwealthandestate.com>; Bucciarelli, Angelo <angelo@abwealthandestate.com>; Phan, Linh <KieuThuyLinh.Phan@canadalife.com>; Marion, Katie <Irene.Marion@canadalife.com>
Subject: RE: Scott Gribbon Client ID 563188897 RSP 563122337 T4 Tax Slip



Tax Reporting,



Where do I get a webform?? Does the client provide that or Quadrus??



Please advise.



Katie Marion  (she/her)

Advisor Support Associate to AB Wealth and Estate Planning Inc

irene.marion@canadalife.com<mailto:irene.marion@canadalife.com>  |  519-435-7943



[A screenshot of a cell phone    Description automatically generated]<https://www.canadalife.com/>



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From: Customer Tax Reporting <CustomerTaxReporting@canadalife.com<mailto:CustomerTaxReporting@canadalife.com>>
Sent: October 16, 2025 3:25 PM
To: Marion, Katie <Irene.Marion@canadalife.com<mailto:Irene.Marion@canadalife.com>>
Cc: John McCabe <john@abwealthandestate.com<mailto:john@abwealthandestate.com>>; Bucciarelli, Angelo <angelo@abwealthandestate.com<mailto:angelo@abwealthandestate.com>>; Phan, Linh <KieuThuyLinh.Phan@canadalife.com<mailto:KieuThuyLinh.Phan@canadalife.com>>
Subject: RE: Scott Gribbon Client ID 563188897 RSP 563122337 T4 Tax Slip



Hi,



We haven’t received any webform yet, please send us a webform to correct issue, we need that for audit purpose.



Thanks.



From: Marion, Katie <Irene.Marion@canadalife.com<mailto:Irene.Marion@canadalife.com>>
Sent: October 16, 2025 11:18 AM
To: Customer Tax Reporting <CustomerTaxReporting@canadalife.com<mailto:CustomerTaxReporting@canadalife.com>>
Cc: John McCabe <john@abwealthandestate.com<mailto:john@abwealthandestate.com>>; Bucciarelli, Angelo <angelo@abwealthandestate.com<mailto:angelo@abwealthandestate.com>>; Marion, Katie <Irene.Marion@canadalife.com<mailto:Irene.Marion@canadalife.com>>
Subject: Scott Gribbon Client ID 563188897 RSP 563122337 T4 Tax Slip



Hello Tax Department,



I received a call from Scott Gribbon that CRA did not receive proper documentation that last years T4 was issued in error. See below the note from CRA for Scott. We did a TARI transfer from Quadrus SDRSP 563122337 to a new CL SEG RSP 733337284 on Dec 23, 2024. We received an email from Michael Anderson that there was an error in processing, and he oversaw the correction.  The client received a T4RSP tax slip in the amount of $346,239.16 as income but should have been coded as a TARI transfer. Please review the attached emails that we received from the tax office and Quadrus. Apparently CRA did not receive the amended tax slip. The client was told this issue was resolved but they received this notice below from CRA and they have limited time to have the Tax Slips resolved.



As this is a high value client, we require your urgent attention to this matter and confirm that this issue will be resolved as quickly as possible.



[cid:image005.png@01DC3F46.40F01A10]



Katie Marion  (she/her)

Advisor Support Associate to AB Wealth and Estate Planning Inc

irene.marion@canadalife.com<mailto:irene.marion@canadalife.com>  |  519-435-7943



[A screenshot of a cell phone    Description automatically generated]<https://www.canadalife.com/>



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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy<https://www.canadalife.com/privacy.html>. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility",True,2025-10-17T14:34:41.000+0000,False,False,005OH000006uYrtYAE,2025-10-17T14:08:22.000+0000,005OH000003pdnBYAQ,2025-10-17T14:34:41.000+0000,005OH000006uYrtYAE,2025-10-17T14:34:41.000+0000,(416)953-4713,(519) 852-7676,angelo@abwealthandestate.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrtYAE,,,,,,,0.0,0.0,0.0,,False,167.0
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500OH00000dSwc5YAC,False,,23107476,0030A000004wyLXQAY,0010A000005iSkjQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T14:12:18.000+0000,False,False,005OH00000245RQYAY,2025-10-17T14:12:18.000+0000,005OH00000245RQYAY,2025-10-17T14:12:19.000+0000,005OH00000245RQYAY,2025-10-17T14:12:19.000+0000,(450)928-0239,(450) 928-0239,yann.bochud@sryb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,167.0
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500OH00000dT7XiYAK,False,,23110337,0030A0000029Z90QAE,0010A000002vyTMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:08:51.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T15:08:51.000+0000,0055o000002DK5fAAG,2025-10-17T15:08:52.000+0000,0055o000002DK5fAAG,2025-10-17T15:08:52.000+0000,(416)679-8866,(647) 300-2821,joginder.singh@dfsin.ca,(416)213-1235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dT8YUYA0,False,,23109878,0030A0000029XTMQA2,0010A000002vx2SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T14:59:36.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T14:59:36.000+0000,0050A000001o2WeQAI,2025-10-17T14:59:36.000+0000,0050A000001o2WeQAI,2025-10-17T14:59:36.000+0000,(709)747-9415,,gmurray@nlcu.com,(709)747-9811,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dT8wgYAC,False,,23111806,003G0000018f6RVIAY,0010A000002wONqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:36:49.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T15:36:49.000+0000,0050A000000Hq5PQAS,2025-10-17T15:36:50.000+0000,0050A000000Hq5PQAS,2025-10-17T15:36:50.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dT9O3YAK,False,,23109727,0035o000005iSbCAAU,0015o000006HDHUAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T14:56:33.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T14:56:33.000+0000,0055o000002DK5fAAG,2025-10-17T14:56:34.000+0000,0055o000002DK5fAAG,2025-10-17T14:56:34.000+0000,(416)679-8866,647 984 6264,monica.rehal@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTBzMYAW,False,,23110705,0030A000003wHuQQAU,0010A000004iN5xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:16:22.000+0000,False,False,0050A000000WjqvQAC,2025-10-17T15:16:22.000+0000,0050A000000WjqvQAC,2025-10-17T15:16:22.000+0000,0050A000000WjqvQAC,2025-10-17T15:16:22.000+0000,(613)862-8652,,aesuola@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTCx0YAG,False,,23110356,003OH00000VIed3YAD,0010A000002vu2hQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:09:11.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T15:09:11.000+0000,0050A000001o2WeQAI,2025-10-17T15:09:11.000+0000,0050A000001o2WeQAI,2025-10-17T15:09:11.000+0000,709-781-0588,709-351-2363,msaghir@ppi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTDEnYAO,False,,23112800,0030A0000029aDnQAI,0010A000002vzQLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:54:10.000+0000,False,False,005OH000005URvxYAG,2025-10-17T15:54:10.000+0000,005OH000005URvxYAG,2025-10-17T15:54:10.000+0000,005OH000005URvxYAG,2025-10-17T15:54:10.000+0000,(780)906-5487,,dawn@redsealfinancial.com,(780)669-3723,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTFBhYAO,False,,23109492,0030A0000029o60QAA,0010A000002wAouQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T14:52:10.000+0000,False,False,005OH000004oiYEYAY,2025-10-17T14:52:10.000+0000,005OH000004oiYEYAY,2025-10-17T14:52:11.000+0000,005OH000004oiYEYAY,2025-10-17T14:52:11.000+0000,(519)842-4382,,mark.bruder@edwardjones.com,(519)688-1134,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTIeGYAW,False,,23112571,0031600002DTHNcAAP,0010A000002wNAIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:50:24.000+0000,False,False,005OH00000AdAzSYAV,2025-10-17T15:50:24.000+0000,005OH00000AdAzSYAV,2025-10-17T15:50:24.000+0000,005OH00000AdAzSYAV,2025-10-17T15:50:24.000+0000,(519)754-6166,(519) 754-6166,theresa@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTIj4YAG,False,,23110076,003G0000018f6XmIAI,0010A000002wOUrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:03:24.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T15:03:24.000+0000,0050A000000Hq5PQAS,2025-10-17T15:03:25.000+0000,0050A000000Hq5PQAS,2025-10-17T15:03:25.000+0000,(905)571-7644,(905) 718-8178,mike@capesky.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTIj6YAG,False,,23110420,003G0000018f6rHIAQ,0010A000002wOt1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:10:40.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T15:10:40.000+0000,0050A000000Hq5PQAS,2025-10-17T15:10:40.000+0000,0050A000000Hq5PQAS,2025-10-17T15:10:40.000+0000,(416)894-7347,(416) 894-7347,tomas@tolifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTIw0YAG,False,,23110612,003G0000018f7w8IAA,0010A000002wQ2JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:14:37.000+0000,False,False,005OH00000245ROYAY,2025-10-17T15:14:37.000+0000,005OH00000245ROYAY,2025-10-17T15:14:37.000+0000,005OH00000245ROYAY,2025-10-17T15:14:37.000+0000,(519) 967-9769 Ext 1001,,msayer@horizonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTJAYYA4,False,,23111844,003OH00000VGf3sYAD,001OH00000c8cANYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:37:26.000+0000,False,False,0050A000000XQhmQAG,2025-10-17T15:37:26.000+0000,0050A000000XQhmQAG,2025-10-17T15:37:26.000+0000,0050A000000XQhmQAG,2025-10-17T15:37:26.000+0000,(506)349-5363,,connect@marianneagudo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTJQcYAO,False,,23109924,003OH00000FPk5SYAT,001OH00000JEciTYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:00:38.000+0000,False,False,005OH000004pk06YAA,2025-10-17T15:00:38.000+0000,005OH000004pk06YAA,2025-10-17T15:00:39.000+0000,005OH000004pk06YAA,2025-10-17T15:00:39.000+0000,(647)686-3258,,ritu@flexwealthpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTKONYA4,False,,23112789,0030A0000059DNuQAM,0010A000005txTIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:53:54.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T15:53:54.000+0000,005G0000002gxxjIAA,2025-10-17T15:53:54.000+0000,005G0000002gxxjIAA,2025-10-17T15:53:54.000+0000,(450)718-0556,,d.perigny@assurancestangibles.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTKksYAG,False,,23110261,0030A0000029WFhQAM,0010A000002vw2mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:07:20.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T15:07:20.000+0000,0055o000002DK5fAAG,2025-10-17T15:07:20.000+0000,0055o000002DK5fAAG,2025-10-17T15:07:20.000+0000,(416)679-8866,4166621582,stella.lau@dfsin.ca,(416)213-1235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTMuoYAG,False,,23112023,003G0000018f6w1IAA,0010A000002wOxtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:40:33.000+0000,False,False,005OH000002N6huYAC,2025-10-17T15:40:33.000+0000,005OH000002N6huYAC,2025-10-17T15:40:34.000+0000,005OH000002N6huYAC,2025-10-17T15:40:34.000+0000,(418)476-5864X102,(418) 931-3848,marie-pierr@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTO6vYAG,False,,23110373,0030A00000B20s0QAB,0010A00000BcIRVQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:09:33.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T15:09:33.000+0000,0055o000002DK5fAAG,2025-10-17T15:09:33.000+0000,0055o000002DK5fAAG,2025-10-17T15:09:33.000+0000,(519)376-0095,,travis.dodd@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTOi1YAG,False,,23110437,0030A0000029gb3QAA,0010A000002w4bJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:11:00.000+0000,False,False,005OH000007fgYjYAI,2025-10-17T15:11:00.000+0000,005OH000007fgYjYAI,2025-10-17T15:11:01.000+0000,005OH000007fgYjYAI,2025-10-17T15:11:01.000+0000,(514)576-8725,,diane@servicesfinanciersalarie.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTOuwYAG,False,,23111182,003G0000018f72XIAQ,0010A000002wP5rQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:25:33.000+0000,False,False,005OH00000245ROYAY,2025-10-17T15:25:33.000+0000,005OH00000245ROYAY,2025-10-17T15:25:33.000+0000,005OH00000245ROYAY,2025-10-17T15:25:33.000+0000,(519)204-8343,(519) 619-3378,andrew@affinitiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTOwZYAW,False,,23111966,0030A0000029oOBQAY,0010A000002wB2oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:39:33.000+0000,False,False,0055o000001h4cFAAQ,2025-10-17T15:39:33.000+0000,0055o000001h4cFAAQ,2025-10-17T15:39:34.000+0000,0055o000001h4cFAAQ,2025-10-17T15:39:34.000+0000,(204)489-1022,(204)999-0391,shayne@lssmith.ca,(204)415-6262,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTQQTYA4,False,,23110555,003G0000018f75yIAA,0010A000002wP9IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:13:26.000+0000,False,False,005OH000002N6huYAC,2025-10-17T15:13:26.000+0000,005OH000002N6huYAC,2025-10-17T15:13:26.000+0000,005OH000002N6huYAC,2025-10-17T15:13:26.000+0000,(450)536-0875,(514) 608-9168,alexandra.proulx@trinum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTQlRYAW,False,,23110570,0035o000005utXWAAY,0015o000006SrCaAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:13:53.000+0000,False,False,0055o000001NWfMAAW,2025-10-17T15:13:53.000+0000,0055o000001NWfMAAW,2025-10-17T15:13:53.000+0000,0055o000001NWfMAAW,2025-10-17T15:13:53.000+0000,(647)202-0003,,gyansinghx@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTQlSYAW,False,,23111051,003OH00000VGf3xYAD,001OH00000c8cASYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:23:06.000+0000,False,False,005OH000004pk06YAA,2025-10-17T15:23:06.000+0000,005OH000004pk06YAA,2025-10-17T15:23:06.000+0000,005OH000004pk06YAA,2025-10-17T15:23:06.000+0000,(416)666-6267,,mortgageagentanthony@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTRZSYA4,False,,23111089,003G0000018f6huIAA,0010A000002wOi9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:23:54.000+0000,False,False,005OH00000245ROYAY,2025-10-17T15:23:54.000+0000,005OH00000245ROYAY,2025-10-17T15:23:55.000+0000,005OH00000245ROYAY,2025-10-17T15:23:55.000+0000,(519)550-2198,,lydia@kruskafin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTRZXYA4,False,,23111680,0031600002WuRFbAAN,0010A000002wO8ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:34:24.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T15:34:24.000+0000,0050A000000Hq5PQAS,2025-10-17T15:34:24.000+0000,0050A000000Hq5PQAS,2025-10-17T15:34:24.000+0000,(905)767-2964X102,(416) 880-2127,amar@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTRZaYAO,False,,23112388,003G0000018f6m2IAA,0010A000002wOnlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:47:08.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T15:47:08.000+0000,0050A000000Hq5PQAS,2025-10-17T15:47:08.000+0000,0050A000000Hq5PQAS,2025-10-17T15:47:08.000+0000,(416)221-1870X409,(416) 909-5683,david@drummondfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTSfDYAW,False,,23111519,0030A0000029WFhQAM,0010A000002vw2mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:31:06.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T15:31:06.000+0000,0055o000002DK5fAAG,2025-10-17T15:31:07.000+0000,0055o000002DK5fAAG,2025-10-17T15:31:07.000+0000,(416)679-8866,4166621582,stella.lau@dfsin.ca,(416)213-1235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTSlgYAG,False,,23112717,0031600002MAgDzAAL,0010A000002wNYyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:52:46.000+0000,False,False,005OH000002N6huYAC,2025-10-17T15:52:46.000+0000,005OH000002N6huYAC,2025-10-17T15:52:46.000+0000,005OH000002N6huYAC,2025-10-17T15:52:46.000+0000,(418)628-4500,(418) 998-7600,gcouture@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTTcsYAG,False,,23111025,0030A0000029ZJeQAM,0010A000002vyciQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:22:31.000+0000,False,False,005OH000004oiYEYAY,2025-10-17T15:22:31.000+0000,005OH000004oiYEYAY,2025-10-17T15:22:31.000+0000,005OH000004oiYEYAY,2025-10-17T15:22:31.000+0000,(519)287-2955,,mccoll@mccollfinancial.com,(519)287-3206,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTTrPYAW,False,,23112842,0031600002MAgDzAAL,0010A000002wNYyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:55:16.000+0000,False,False,005OH000002N6huYAC,2025-10-17T15:55:16.000+0000,005OH000002N6huYAC,2025-10-17T15:55:16.000+0000,005OH000002N6huYAC,2025-10-17T15:55:16.000+0000,(418)628-4500,(418) 998-7600,gcouture@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTXGgYAO,False,,23112203,003G000001td3MeIAI,001OH00000LioufYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:43:38.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T15:43:38.000+0000,0050A000001o2WeQAI,2025-10-17T15:43:39.000+0000,0050A000001o2WeQAI,2025-10-17T15:43:39.000+0000,(709) 781-3526,(709) 683-2646,cheryl@lupinplanninggroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTY6LYAW,False,,23112888,0030A0000029dysQAA,0010A000002w2OsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:56:02.000+0000,False,False,005OH000004pk06YAA,2025-10-17T15:56:02.000+0000,005OH000004pk06YAA,2025-10-17T15:56:02.000+0000,005OH000004pk06YAA,2025-10-17T15:56:02.000+0000,(905)447-6317,,jtaylor@moneyassist.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTYB7YAO,False,,23111307,0031600002XcHgMAAV,0010A000002wOBiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:27:34.000+0000,False,False,0055o000002KxmIAAS,2025-10-17T15:27:34.000+0000,0055o000002KxmIAAS,2025-10-17T15:27:34.000+0000,0055o000002KxmIAAS,2025-10-17T15:27:34.000+0000,(519)967-9769,,barrie@horizonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTYRFYA4,False,,23111322,003G0000018f70VIAQ,0010A000002wP3qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:27:46.000+0000,False,False,005OH00000245ROYAY,2025-10-17T15:27:46.000+0000,005OH00000245ROYAY,2025-10-17T15:27:46.000+0000,005OH00000245ROYAY,2025-10-17T15:27:46.000+0000,(416)953-4713,(519) 852-7676,angelo@abwealthandestate.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTYeDYAW,False,,23111951,0030A0000029jnhQAA,0010A000002w7FVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:39:15.000+0000,False,False,0050A000000WjqvQAC,2025-10-17T15:39:15.000+0000,0050A000000WjqvQAC,2025-10-17T15:39:15.000+0000,0050A000000WjqvQAC,2025-10-17T15:39:15.000+0000,(613)792-3352X104,(613) 797-4767,javery@averyfinancial.ca,(613)792-3391,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTZaDYAW,False,,23111451,0030A0000029WFhQAM,0010A000002vw2mQAA,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000002DK5fAAG,2025-10-17T15:30:01.000+0000,0055o000002DK5fAAG,2025-10-28T14:55:43.000+0000,0055o000002DK5fAAG,2025-10-28T14:55:43.000+0000,(416)679-8866,4166621582,stella.lau@dfsin.ca,(416)213-1235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTbLxYAK,False,,23113559,003OH000004yGAwYAM,001OH000006KBwnYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:07:34.000+0000,False,False,005OH00000865wTYAQ,2025-10-17T16:07:34.000+0000,005OH00000865wTYAQ,2025-10-17T16:07:35.000+0000,005OH00000865wTYAQ,2025-10-17T16:07:35.000+0000,(403)952-9632,,godin.j89@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTbSMYA0,False,,23111664,0030A0000029g5VQAQ,0010A000002w49CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:34:03.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T15:34:03.000+0000,0055o000002DK5fAAG,2025-10-17T15:34:03.000+0000,0055o000002DK5fAAG,2025-10-17T15:34:03.000+0000,(905)273-6000,,percy.dastur@dfsin.ca,(905)273-7027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTbfHYAS,False,,23112694,0030A0000059DNuQAM,0010A000005txTIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:52:25.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T15:52:25.000+0000,005G0000002gxxjIAA,2025-10-17T15:52:25.000+0000,005G0000002gxxjIAA,2025-10-17T15:52:25.000+0000,(450)718-0556,,d.perigny@assurancestangibles.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTcD7YAK,False,,23111724,003G000001hVgJTIA0,0010A000002wSvmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:35:18.000+0000,False,False,005OH000001cCPNYA2,2025-10-17T15:35:18.000+0000,005OH000001cCPNYA2,2025-10-17T15:35:19.000+0000,005OH000001cCPNYA2,2025-10-17T15:35:19.000+0000,(250)896-4723,(250) 896-4723,michael@drumsnabfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTemoYAC,False,,23111976,003G0000018f6RaIAI,0010A000002wONvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:39:40.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T15:39:40.000+0000,0050A000000Hq5PQAS,2025-10-17T15:39:41.000+0000,0050A000000Hq5PQAS,2025-10-17T15:39:41.000+0000,(905)831-3600,(705) 341-3732,ben.deith@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTf2xYAC,False,,23113143,003OH0000020XvjYAE,001OH000002T5G8YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:00:12.000+0000,False,False,005OH000005URvxYAG,2025-10-17T16:00:12.000+0000,005OH000005URvxYAG,2025-10-17T16:00:13.000+0000,005OH000005URvxYAG,2025-10-17T16:00:13.000+0000,(780)909-3083,,nitesh23@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTfFqYAK,False,,23112175,003G0000018f6XmIAI,0010A000002wOUrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:43:13.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T15:43:13.000+0000,0050A000000Hq5PQAS,2025-10-17T15:43:14.000+0000,0050A000000Hq5PQAS,2025-10-17T15:43:14.000+0000,(905)571-7644,(905) 718-8178,mike@capesky.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTfXcYAK,False,,23112917,0035o000007iWmJAAU,0015o000008PvMsAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:56:33.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T15:56:33.000+0000,0050A000001o2WeQAI,2025-10-17T15:56:33.000+0000,0050A000001o2WeQAI,2025-10-17T15:56:33.000+0000,(902)368-8320,902-218-3957,will.parker@lambefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTfaoYAC,False,,23112052,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:41:05.000+0000,False,False,005OH000005URvxYAG,2025-10-17T15:41:05.000+0000,005OH000005URvxYAG,2025-10-17T15:41:06.000+0000,005OH000005URvxYAG,2025-10-17T15:41:06.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dThpVYAS,False,,23112306,0030A0000029bgZQAQ,0010A000002w0YTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:45:45.000+0000,False,False,005OH000004oiYEYAY,2025-10-17T15:45:45.000+0000,005OH000004oiYEYAY,2025-10-17T15:45:45.000+0000,005OH000004oiYEYAY,2025-10-17T15:45:45.000+0000,(519)633-4334,(519) 521-3754,robert.massicotte@edwardjones.com,(877)335-8825,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTi7HYAS,False,,23115491,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:43:42.000+0000,False,False,005OH000005URvxYAG,2025-10-17T16:43:42.000+0000,005OH000005URvxYAG,2025-10-17T16:43:43.000+0000,005OH000005URvxYAG,2025-10-17T16:43:43.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTiDmYAK,False,,23115728,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:47:49.000+0000,False,False,005OH000005URvxYAG,2025-10-17T16:47:49.000+0000,005OH000005URvxYAG,2025-10-17T16:47:49.000+0000,005OH000005URvxYAG,2025-10-17T16:47:49.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTivGYAS,False,,23112726,003OH0000020XvjYAE,001OH000002T5G8YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:52:56.000+0000,False,False,005OH000005URvxYAG,2025-10-17T15:52:56.000+0000,005OH000005URvxYAG,2025-10-17T15:52:56.000+0000,005OH000005URvxYAG,2025-10-17T15:52:56.000+0000,(780)909-3083,,nitesh23@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTjzNYAS,False,,23112493,003G0000018f6YCIAY,0010A000002wOVHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:48:52.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T15:48:52.000+0000,0050A000000Hq5PQAS,2025-10-17T15:48:52.000+0000,0050A000000Hq5PQAS,2025-10-17T15:48:52.000+0000,(905)728-4315,(416) 617-9671,warren@gbfplanning.ca,(905)721-8287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTkXHYA0,False,,23112974,0030A0000029pdPQAQ,0010A000002wC2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:57:26.000+0000,False,False,0055o000001h4cFAAQ,2025-10-17T15:57:26.000+0000,0055o000001h4cFAAQ,2025-10-17T15:57:27.000+0000,0055o000001h4cFAAQ,2025-10-17T15:57:27.000+0000,(204)290-9532,,tflaman@fswpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTlV1YAK,False,,23114974,003G0000018f6omIAA,0010A000002wOqWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:33:39.000+0000,False,False,005OH000006owoYYAQ,2025-10-17T16:33:39.000+0000,005OH000006owoYYAQ,2025-10-17T16:33:40.000+0000,005OH000006owoYYAQ,2025-10-17T16:33:40.000+0000,(306)519-2811,(306) 537-2667,drew@bradywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTntLYAS,False,,23113460,0030A0000029XPOQA2,0010A000002vwz3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:05:37.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T16:05:37.000+0000,0050A000001o2WeQAI,2025-10-17T16:05:37.000+0000,0050A000001o2WeQAI,2025-10-17T16:05:37.000+0000,(506)857-8055,(506) 433-0914,barret.black@ig.ca,(506)858-9366X8,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTopNYAS,False,,23112907,003G0000018f7FmIAI,0010A000002wPKZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:56:21.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T15:56:21.000+0000,0050A000000Hq5PQAS,2025-10-17T15:56:22.000+0000,0050A000000Hq5PQAS,2025-10-17T15:56:22.000+0000,(647)260-2501,(416) 833-6926,adam@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTor0YAC,False,,23112951,0030A000006KOT0QAO,0010A0000075Us3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:57:04.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T15:57:04.000+0000,005G0000002gxxjIAA,2025-10-17T15:57:05.000+0000,005G0000002gxxjIAA,2025-10-17T15:57:05.000+0000,(514)574-0233,(514) 574-0233,david@armfs.net,(561)287-3009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTpQUYA0,False,,23114232,0030A0000029gAyQAI,0010A000002w4EpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:19:19.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T16:19:19.000+0000,0055o000002DK5fAAG,2025-10-17T16:19:20.000+0000,0055o000002DK5fAAG,2025-10-17T16:19:20.000+0000,(905)470-7788,647-547-9915,gang.chen@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTq00YAC,False,,23115023,003OH00000VqFakYAF,001OH00000cs20jYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:34:44.000+0000,False,False,005G0000002gyDJIAY,2025-10-17T16:34:44.000+0000,005G0000002gyDJIAY,2025-10-17T16:34:45.000+0000,005G0000002gyDJIAY,2025-10-17T16:34:45.000+0000,(639)525-9876,,hoanvutt@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTqKvYAK,False,,23113035,0030A0000029V1WQAU,0010A000002vv41QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:58:28.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T15:58:28.000+0000,005G0000002gxxjIAA,2025-10-17T15:58:29.000+0000,005G0000002gxxjIAA,2025-10-17T15:58:29.000+0000,(514)241-6645,,diane@sorokafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTqw2YAC,False,,23113104,003G0000029mzUrIAI,0010A000002wTEeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T15:59:26.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T15:59:26.000+0000,0050A000000Hq5PQAS,2025-10-17T15:59:27.000+0000,0050A000000Hq5PQAS,2025-10-17T15:59:27.000+0000,(647)260-2501X262,(416) 723-5909,vikki@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTrCAYA0,False,,23113212,0030A000001ajTVQAY,0010A000002wN1RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:01:31.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T16:01:31.000+0000,0050A000000Hq5PQAS,2025-10-17T16:01:31.000+0000,0050A000000Hq5PQAS,2025-10-17T16:01:31.000+0000,(289)277-1204X17,(905) 509-5554,mvellani@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTrKFYA0,False,,23113864,0030A00000BknwiQAB,0010A00000CL5XLQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:13:23.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T16:13:23.000+0000,0055o000002DK5fAAG,2025-10-17T16:13:23.000+0000,0055o000002DK5fAAG,2025-10-17T16:13:23.000+0000,(416)917-0009,,mike.vieira@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTseTYAS,False,,23113234,0035o000005wHcyAAE,0015o000006UAKTAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:01:52.000+0000,False,False,005OH000001cCPNYA2,2025-10-17T16:01:52.000+0000,005OH000001cCPNYA2,2025-10-17T16:01:52.000+0000,005OH000001cCPNYA2,2025-10-17T16:01:52.000+0000,(778)995-1386,,margherita@venetsanosfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTst1YAC,False,,23114066,0030A0000029ZttQAE,0010A000002vz7yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:16:31.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T16:16:31.000+0000,0055o000002DK5fAAG,2025-10-17T16:16:32.000+0000,0055o000002DK5fAAG,2025-10-17T16:16:32.000+0000,(416)297-1766X3319,,deborah.williams@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTth9YAC,False,,23116395,0030A000002gyoFQAQ,0010A000003S67BQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:59:17.000+0000,False,False,0055o000002KxmIAAS,2025-10-17T16:59:17.000+0000,0055o000002KxmIAAS,2025-10-17T16:59:17.000+0000,0055o000002KxmIAAS,2025-10-17T16:59:17.000+0000,(289)293-0762,,sarah.finateri@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTuhvYAC,False,,23114174,0030A0000029fQgQAI,0010A000002w3cvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:18:13.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T16:18:13.000+0000,0055o000002DK5fAAG,2025-10-17T16:18:13.000+0000,0055o000002DK5fAAG,2025-10-17T16:18:13.000+0000,(905)470-7788X242,(416) 738-3544,rick.machtinger@dfsin.ca,(905)470-7780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTwyFYAS,False,,23114016,003G0000018f6fNIAQ,0010A000002wOdPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:15:48.000+0000,False,False,005OH00000245ROYAY,2025-10-17T16:15:48.000+0000,005OH00000245ROYAY,2025-10-17T16:15:48.000+0000,005OH00000245ROYAY,2025-10-17T16:15:48.000+0000,(519)852-2068,(519) 852-2068,jason@fultonjayfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTy8pYAC,False,,23114313,0035o000005i3QrAAI,0015o000006GpN0AAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:20:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T16:20:59.000+0000,005OH000004Ir1xYAC,2025-10-17T16:20:59.000+0000,005OH000004Ir1xYAC,2025-10-17T16:20:59.000+0000,(587)837-9477,(587) 837-9477,linayang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dTzxhYAC,False,,23114002,0030A000002gyoFQAQ,0010A000003S67BQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:15:34.000+0000,False,False,0055o000002KxmIAAS,2025-10-17T16:15:34.000+0000,0055o000002KxmIAAS,2025-10-17T16:15:34.000+0000,0055o000002KxmIAAS,2025-10-17T16:15:34.000+0000,(289)293-0762,,sarah.finateri@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dU1Q1YAK,False,,23114158,003G00000252J2fIAE,0010A000002wTB6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:18:00.000+0000,False,False,005OH000001cCPNYA2,2025-10-17T16:18:00.000+0000,005OH000001cCPNYA2,2025-10-17T16:18:00.000+0000,005OH000001cCPNYA2,2025-10-17T16:18:00.000+0000,(250)797-6417,(250) 797-6417,coralee@bensonview.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dU2CaYAK,False,,23117932,003OH00000EDk9tYAD,001OH00000HtpL7YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:25:17.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T17:25:17.000+0000,005G0000002gxxjIAA,2025-10-17T17:25:17.000+0000,005G0000002gxxjIAA,2025-10-17T17:25:17.000+0000,(514)945-0344,,dominic@lagacegf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dU2M6YAK,False,,23115375,003OH000005j04MYAQ,001OH000007AXDJYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:41:35.000+0000,False,False,005OH000005URvxYAG,2025-10-17T16:41:35.000+0000,005OH000005URvxYAG,2025-10-17T16:41:36.000+0000,005OH000005URvxYAG,2025-10-17T16:41:36.000+0000,(780)263-6699,,brentt.carlson@envestfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dU3A6YAK,False,,23114354,003G0000018f6jwIAA,0010A000002wOlgQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:21:47.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T16:21:47.000+0000,0050A000000Hq5PQAS,2025-10-17T16:21:48.000+0000,0050A000000Hq5PQAS,2025-10-17T16:21:48.000+0000,(437)881-6911,(416) 816-7185,rick.bains@rockwoodfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dU3LOYA0,False,,23114562,0035o000004VrzrAAC,0015o0000054s9gAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:26:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T16:26:01.000+0000,005OH000004Ir1xYAC,2025-10-17T16:26:02.000+0000,005OH000004Ir1xYAC,2025-10-17T16:26:02.000+0000,(403)835-1747,,misfinanzasconyenny@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dU5F7YAK,False,,23114556,003OH00000CXfC2YAL,001OH00000F4UqAYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:25:52.000+0000,False,False,005OH00000245ROYAY,2025-10-17T16:25:52.000+0000,005OH00000245ROYAY,2025-10-17T16:25:52.000+0000,005OH00000245ROYAY,2025-10-17T16:25:52.000+0000,(519) 619-2019,(519) 619-2019,liam@fultonjayfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dU5lOYAS,False,,23116037,0030A0000029aOFQAY,0010A000002vzY3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:53:07.000+0000,False,False,005OH000006owoYYAQ,2025-10-17T16:53:07.000+0000,005OH000006owoYYAQ,2025-10-17T16:53:07.000+0000,005OH000006owoYYAQ,2025-10-17T16:53:07.000+0000,(306)525-2523,,adnan@parwezfinancial.ca,(306)525-2528,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dU9U3YAK,False,,23116342,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:58:31.000+0000,False,False,005OH000005URvxYAG,2025-10-17T16:58:31.000+0000,005OH000005URvxYAG,2025-10-17T16:58:31.000+0000,005OH000005URvxYAG,2025-10-17T16:58:31.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUAd2YAG,False,,23115319,0031600002OkPijAAF,0010A000002wNmXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:40:24.000+0000,False,False,005OH000006owoYYAQ,2025-10-17T16:40:24.000+0000,005OH000006owoYYAQ,2025-10-17T16:40:25.000+0000,005OH000006owoYYAQ,2025-10-17T16:40:25.000+0000,(306)930-5651,(306) 930-5651,john@morashfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUBpCYAW,False,,23115487,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:43:35.000+0000,False,False,005OH000004pk06YAA,2025-10-17T16:43:35.000+0000,005OH000004pk06YAA,2025-10-17T16:43:35.000+0000,005OH000004pk06YAA,2025-10-17T16:43:35.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUCAAYA4,False,,23116077,0035o0000043QEGAA2,0015o000004eMK6AAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:53:42.000+0000,False,False,005G0000002gyDJIAY,2025-10-17T16:53:42.000+0000,005G0000002gyDJIAY,2025-10-17T16:53:43.000+0000,005G0000002gyDJIAY,2025-10-17T16:53:43.000+0000,(306)752-2810,(306) 852-7497,melissa.gosling@edwardjones.com,(866)607-4344,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUCBpYAO,False,,23116817,0030A0000029XCpQAM,0010A000002vwqbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:06:46.000+0000,False,False,0050A000000XQhmQAG,2025-10-17T17:06:46.000+0000,0050A000000XQhmQAG,2025-10-17T17:06:47.000+0000,0050A000000XQhmQAG,2025-10-17T17:06:47.000+0000,(709)579-3057,,r.lcapitalgrowth@nf.aibn.com,(709)579-3719,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUCV7YAO,False,,23115261,003OH00000VtSJfYAN,001OH00000cwsC5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:39:26.000+0000,False,False,005G0000002gyDJIAY,2025-10-17T16:39:26.000+0000,005G0000002gyDJIAY,2025-10-17T16:39:26.000+0000,005G0000002gyDJIAY,2025-10-17T16:39:26.000+0000,(780)963-5230,,tanner.wilkie@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUD6DYAW,False,,23115329,003G0000018f6cVIAQ,0010A000002wOZnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:40:38.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T16:40:38.000+0000,0050A000000Hq5PQAS,2025-10-17T16:40:38.000+0000,0050A000000Hq5PQAS,2025-10-17T16:40:38.000+0000,(905)898-3456,(416) 910-0788,john@holt-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUDB3YAO,False,,23115333,003OH00000VtSJfYAN,001OH00000cwsC5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T16:40:40.000+0000,False,False,005G0000002gyDJIAY,2025-10-17T16:40:40.000+0000,005G0000002gyDJIAY,2025-10-17T16:40:40.000+0000,005G0000002gyDJIAY,2025-10-17T16:40:40.000+0000,(780)963-5230,,tanner.wilkie@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUE0iYAG,False,,23117009,0030A0000029pmZQAQ,0010A000002wC9cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:10:08.000+0000,False,False,0050A000000XQhmQAG,2025-10-17T17:10:08.000+0000,0050A000000XQhmQAG,2025-10-17T17:10:08.000+0000,0050A000000XQhmQAG,2025-10-17T17:10:08.000+0000,(709)782-5500,(709) 682-6437,wes@nl.rogers.com,(709)782-5400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUKsXYAW,False,,23116910,003G0000018f7juIAA,0010A000002wPqIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:08:13.000+0000,False,False,0050A000000XQhmQAG,2025-10-17T17:08:13.000+0000,0050A000000XQhmQAG,2025-10-17T17:08:14.000+0000,0050A000000XQhmQAG,2025-10-17T17:08:14.000+0000,(709) 579-4700,(709) 740-0033,tim@pippyins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUM6JYAW,False,,23117119,0030A0000029dbNQAQ,0010A000002w25mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:12:04.000+0000,False,False,0050A000000XQhmQAG,2025-10-17T17:12:04.000+0000,0050A000000XQhmQAG,2025-10-17T17:12:04.000+0000,0050A000000XQhmQAG,2025-10-17T17:12:04.000+0000,(709)687-9595,,wtemple@ltlfinancial.ca,(709)757-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUMpSYAW,False,,23116512,,0010A000002wQgbQAE,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"AI Summary
The customer is looking to retire and is interested in individual health and wealth plans from Canada Life. The agent explains that the customer can choose a guaranteed coverage plan within 60 days of retirement, and the customer can drop or change the plan at any time, even if they qualify for a government plan later. The customer is considering the guaranteed plus plan without drugs, and the agent offers to help the customer apply for the plan online. The customer decides to apply online to save time.",True,2025-10-17T17:15:05.000+0000,False,False,005OH000007lHhJYAU,2025-10-17T17:01:23.000+0000,005OH000007lHhJYAU,2025-10-17T17:15:05.000+0000,005OH000007lHhJYAU,2025-10-17T17:15:05.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007lHhJYAU,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUN0lYAG,False,,23117084,0030A0000029jluQAA,0010A000002w7E2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:11:23.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T17:11:23.000+0000,0055o000002DK5fAAG,2025-10-17T17:11:24.000+0000,0055o000002DK5fAAG,2025-10-17T17:11:24.000+0000,(905)470-7788,6477291111,luisarthur.rosaroso@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUOZXYA4,False,,23118615,003G0000018f6tDIAQ,0010A000002wOuwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:37:03.000+0000,False,False,0055o000002KxaMAAS,2025-10-17T17:37:03.000+0000,0055o000002KxaMAAS,2025-10-17T17:37:04.000+0000,0055o000002KxaMAAS,2025-10-17T17:37:04.000+0000,(587)432-2619,(403) 923-5333,jeff@eternalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUOfyYAG,False,,23116897,0030A0000029jRYQAY,0010A000002w6xrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:07:58.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T17:07:58.000+0000,0055o000002DK5fAAG,2025-10-17T17:07:58.000+0000,0055o000002DK5fAAG,2025-10-17T17:07:58.000+0000,(905)470-7788,,sam.luong@dfsin.ca,(905)470-7780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUPwzYAG,False,,23116608,0030A0000029nCkQAI,0010A000002wA5xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:02:56.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T17:02:56.000+0000,0050A000001o2WeQAI,2025-10-17T17:02:57.000+0000,0050A000001o2WeQAI,2025-10-17T17:02:57.000+0000,(905)305-8507,,daisy.cheung@edwardjones.com,(877)756-5519,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUVMTYA4,False,,23117143,0030A0000029mVaQAI,0010A000002w9VJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:12:22.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T17:12:22.000+0000,0055o000002DK5fAAG,2025-10-17T17:12:23.000+0000,0055o000002DK5fAAG,2025-10-17T17:12:23.000+0000,(905)470-7788,,jobi.wong@dfsin.ca,(905)470-7780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUW5eYAG,False,,23117424,003OH00000RKTBEYA5,001OH00000XDlhGYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:17:12.000+0000,False,False,005OH000005URvxYAG,2025-10-17T17:17:12.000+0000,005OH000005URvxYAG,2025-10-17T17:17:13.000+0000,005OH000005URvxYAG,2025-10-17T17:17:13.000+0000,(780)299-9090,,insurancebyarti@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUW5gYAG,False,,23119629,0030A0000029ooqQAA,0010A000002wBPlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:53:46.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T17:53:46.000+0000,005OH000004Ir1xYAC,2025-10-17T17:53:47.000+0000,005OH000004Ir1xYAC,2025-10-17T17:53:47.000+0000,(403)899-8999,,alex@goldengoosefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUWNPYA4,False,,23118325,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:31:32.000+0000,False,False,005OH000002N6huYAC,2025-10-17T17:31:32.000+0000,005OH000002N6huYAC,2025-10-17T17:31:32.000+0000,005OH000002N6huYAC,2025-10-17T17:31:32.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUWP2YAO,False,,23118200,0030A0000029YERQA2,0010A000002vxjGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:29:36.000+0000,False,False,005G0000002gyDJIAY,2025-10-17T17:29:36.000+0000,005G0000002gyDJIAY,2025-10-17T17:29:36.000+0000,005G0000002gyDJIAY,2025-10-17T17:29:36.000+0000,(403)532-1651,,russell@livefreeinc.com,(647)931-7355,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUWVWYA4,False,,23118137,003OH00000EDk9tYAD,001OH00000HtpL7YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:28:20.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T17:28:20.000+0000,005G0000002gxxjIAA,2025-10-17T17:28:21.000+0000,005G0000002gxxjIAA,2025-10-17T17:28:21.000+0000,(514)945-0344,,dominic@lagacegf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUWYfYAO,False,,23117240,0030A0000029lk7QAA,0010A000002w8qHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:14:00.000+0000,False,False,005OH000006owoYYAQ,2025-10-17T17:14:00.000+0000,005OH000006owoYYAQ,2025-10-17T17:14:00.000+0000,005OH000006owoYYAQ,2025-10-17T17:14:00.000+0000,(306)382-1860,,kelsie@lentonfinancial.ca,(306)384-4658,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUWf7YAG,False,,23117247,003G0000018f799IAA,0010A000002wPCSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:14:09.000+0000,False,False,005OH00000245ROYAY,2025-10-17T17:14:09.000+0000,005OH00000245ROYAY,2025-10-17T17:14:10.000+0000,005OH00000245ROYAY,2025-10-17T17:14:10.000+0000,(519)318-3118,(519) 318-3118,jake@genesisfinancial.group,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUXUpYAO,False,,23120130,0030A00000CUeiaQAD,0010A00000D5YdKQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:02:16.000+0000,False,False,005OH0000084GETYA2,2025-10-17T18:02:16.000+0000,005OH0000084GETYA2,2025-10-17T18:02:16.000+0000,005OH0000084GETYA2,2025-10-17T18:02:16.000+0000,(289)383-0993,,patricia@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUXrJYAW,False,,23117360,0030A0000029pGOQAY,0010A000002wBl6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:16:10.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T17:16:10.000+0000,0055o000002DK5fAAG,2025-10-17T17:16:10.000+0000,0055o000002DK5fAAG,2025-10-17T17:16:10.000+0000,(905)470-7788X237,,prasoon9@outlook.com,(905)470-7780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUYVdYAO,False,,23117415,0030A0000029ZjiQAE,0010A000002vyyVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:17:06.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T17:17:06.000+0000,0055o000002DK5fAAG,2025-10-17T17:17:07.000+0000,0055o000002DK5fAAG,2025-10-17T17:17:07.000+0000,(905)570-1200X231,,ray.ravoi@dfsin.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUZQ7YAO,False,,23119014,0030A00000CghpLQAR,0010A00000DICd5QAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:43:12.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T17:43:12.000+0000,005OH000004Ir1xYAC,2025-10-17T17:43:12.000+0000,005OH000004Ir1xYAC,2025-10-17T17:43:12.000+0000,(403)991-2373,,minghui815@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUZUwYAO,False,,23117815,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:23:33.000+0000,False,False,005OH000005URvxYAG,2025-10-17T17:23:33.000+0000,005OH000005URvxYAG,2025-10-17T17:23:33.000+0000,005OH000005URvxYAG,2025-10-17T17:23:33.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUZbVYAW,False,,23119995,0030A0000029ahAQAQ,0010A000002vzm8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:59:59.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T17:59:59.000+0000,0050A000001o2WeQAI,2025-10-17T17:59:59.000+0000,0050A000001o2WeQAI,2025-10-17T17:59:59.000+0000,(506)857-8055,(506) 653-8228,joel.higgs@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUZoLYAW,False,,23120016,0030A0000029kkRQAQ,0010A000002w818QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:00:23.000+0000,False,False,005OH000004oiYEYAY,2025-10-17T18:00:23.000+0000,005OH000004oiYEYAY,2025-10-17T18:00:24.000+0000,005OH000004oiYEYAY,2025-10-17T18:00:24.000+0000,(519)566-6869,,info.strategicwealth@gmail.com,(519)256-3261,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUacJYAS,False,,23117774,0035o000004zjHRAAY,0015o000005YQxwAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:22:52.000+0000,False,False,005G0000002gyDJIAY,2025-10-17T17:22:52.000+0000,005G0000002gyDJIAY,2025-10-17T17:22:53.000+0000,005G0000002gyDJIAY,2025-10-17T17:22:53.000+0000,(306)979-5000X4,,insurance@brightrock.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUbjdYAC,False,,23117761,003G0000018f6UcIAI,0010A000002wORJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:22:40.000+0000,False,False,0055o000001fOwHAAU,2025-10-17T17:22:40.000+0000,0055o000001fOwHAAU,2025-10-17T17:22:40.000+0000,0055o000001fOwHAAU,2025-10-17T17:22:40.000+0000,(416)552-5466,(416) 931-5266,derek.reckin@yorkstreetfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUbtJYAS,False,,23117784,003G0000018f7ryIAA,0010A000002wPyFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:23:00.000+0000,False,False,005OH000002N6huYAC,2025-10-17T17:23:00.000+0000,005OH000002N6huYAC,2025-10-17T17:23:01.000+0000,005OH000002N6huYAC,2025-10-17T17:23:01.000+0000,(450) 743-0035 x122 1-800-563-0035,(450) 780-6289,michelle.bussiere@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUdzyYAC,False,,23119113,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,testing,True,2025-10-17T17:50:44.000+0000,False,False,005OH00000AGaRZYA1,2025-10-17T17:44:57.000+0000,005OH00000AGaRZYA1,2025-10-17T17:50:45.000+0000,005OH00000AGaRZYA1,2025-10-17T17:50:45.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AGaRZYA1,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUe6WYAS,False,,23118994,003G000001F46thIAB,0010A000002wS2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:42:49.000+0000,False,False,0055o000002KxaMAAS,2025-10-17T17:42:49.000+0000,0055o000002KxaMAAS,2025-10-17T17:42:50.000+0000,0055o000002KxaMAAS,2025-10-17T17:42:50.000+0000,(587)689-2454,(780) 222-5455,jillian@steadygaitplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUeCvYAK,False,,23120295,0030A0000029cTdQAI,0010A000002w1CEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:04:58.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T18:04:58.000+0000,0050A000001o2WeQAI,2025-10-17T18:04:58.000+0000,0050A000001o2WeQAI,2025-10-17T18:04:58.000+0000,(506)857-8055,506-548-4444,ann.chamberlain@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUenyYAC,False,,23118340,0030A0000029WFZQA2,0010A000002vw2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:31:54.000+0000,False,False,005OH0000084GETYA2,2025-10-17T17:31:54.000+0000,005OH0000084GETYA2,2025-10-17T17:31:55.000+0000,005OH0000084GETYA2,2025-10-17T17:31:55.000+0000,(416)661-9155,(289) 383-0993 patricia),edgar@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUg6eYAC,False,,23119102,0030A000004NPsLQAW,0010A0000059l8ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:44:47.000+0000,False,False,005OH000003ds0PYAQ,2025-10-17T17:44:47.000+0000,005OH000003ds0PYAQ,2025-10-17T17:44:47.000+0000,005OH000003ds0PYAQ,2025-10-17T17:44:47.000+0000,(705)477-2433,,josharmstrong@cogeco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUg8EYAS,False,,23118882,0035o000004POozAAG,0015o000004yXxjAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:41:03.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T17:41:03.000+0000,005OH000004Ir1xYAC,2025-10-17T17:41:03.000+0000,005OH000004Ir1xYAC,2025-10-17T17:41:03.000+0000,(403)596-3331,,kaylastorozuk@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUgPyYAK,False,,23119261,0030A000006KOT0QAO,0010A0000075Us3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:47:15.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T17:47:15.000+0000,005G0000002gxxjIAA,2025-10-17T17:47:15.000+0000,005G0000002gxxjIAA,2025-10-17T17:47:15.000+0000,(514)574-0233,(514) 574-0233,david@armfs.net,(561)287-3009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUjpGYAS,False,,23118697,0035o000006UNgNAAW,0015o0000070X3OAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:38:18.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T17:38:18.000+0000,005G0000002gxxjIAA,2025-10-17T17:38:19.000+0000,005G0000002gxxjIAA,2025-10-17T17:38:19.000+0000,(514)999-9280,,emrad@alpha-strategies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUm5ZYAS,False,,23118918,003OH00000FbP8UYAV,001OH00000JRmnCYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:41:34.000+0000,False,False,005OH000004oiYEYAY,2025-10-17T17:41:34.000+0000,005OH000004oiYEYAY,2025-10-17T17:41:35.000+0000,005OH000004oiYEYAY,2025-10-17T17:41:35.000+0000,(226)808-8796,,mitchell.mccracken@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUmGrYAK,False,,23118944,003G000001F46thIAB,0010A000002wS2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:42:08.000+0000,False,False,0055o000002KxaMAAS,2025-10-17T17:42:08.000+0000,0055o000002KxaMAAS,2025-10-17T17:42:09.000+0000,0055o000002KxaMAAS,2025-10-17T17:42:09.000+0000,(587)689-2454,(780) 222-5455,jillian@steadygaitplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUnRTYA0,False,,23119856,0030A0000029YNxQAM,0010A000002vxpFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:57:29.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T17:57:29.000+0000,0050A000001o2WeQAI,2025-10-17T17:57:29.000+0000,0050A000001o2WeQAI,2025-10-17T17:57:29.000+0000,(506)739-7701,,carrierg@nbnet.nb.ca,(506)737-9414,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUoVZYA0,False,,23119170,0030A0000029gQ0QAI,0010A000002w4T4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:45:47.000+0000,False,False,005OH000003ds0PYAQ,2025-10-17T17:45:47.000+0000,005OH000003ds0PYAQ,2025-10-17T17:45:48.000+0000,005OH000003ds0PYAQ,2025-10-17T17:45:48.000+0000,(705)674-4551,,david.throssell@igpwm.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUodgYAC,False,,23120575,0030A0000029cgFQAQ,0010A000002w1KPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:09:57.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T18:09:57.000+0000,0050A000001o2WeQAI,2025-10-17T18:09:57.000+0000,0050A000001o2WeQAI,2025-10-17T18:09:57.000+0000,(506)962-8925,(506) 962-8925,john.pearson@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUpEkYAK,False,,23119605,0030A0000029gPZQAY,0010A000002w4SmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:53:22.000+0000,False,False,005OH000004oiYEYAY,2025-10-17T17:53:22.000+0000,005OH000004oiYEYAY,2025-10-17T17:53:22.000+0000,005OH000004oiYEYAY,2025-10-17T17:53:22.000+0000,(519)578-4141,,mary.friesen@edwardjones.com,(877)335-9216,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUq2mYAC,False,,23119935,0030A0000029mF8QAI,0010A000002w9EqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:58:52.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T17:58:52.000+0000,005OH000004Ir1xYAC,2025-10-17T17:58:53.000+0000,005OH000004Ir1xYAC,2025-10-17T17:58:53.000+0000,(403)472-0977,,elalic@arkeofs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUq9CYAS,False,,23119321,0030A0000029p1IQAQ,0010A000002wBZEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:48:19.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T17:48:19.000+0000,005OH000004Ir1xYAC,2025-10-17T17:48:20.000+0000,005OH000004Ir1xYAC,2025-10-17T17:48:20.000+0000,(587)891-5977,,sarora@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUsfeYAC,False,,23119766,0030A0000029ogfQAA,0010A000002wBIdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T17:56:04.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T17:56:04.000+0000,005OH000004Ir1xYAC,2025-10-17T17:56:04.000+0000,005OH000004Ir1xYAC,2025-10-17T17:56:04.000+0000,(403)560-0737,,absolutefinancialstrategies@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUvYhYAK,False,,23121039,0030A0000029fi6QAA,0010A000002w3pQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:18:34.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T18:18:34.000+0000,0050A000001o2WeQAI,2025-10-17T18:18:35.000+0000,0050A000001o2WeQAI,2025-10-17T18:18:35.000+0000,(506)857-8055,(506) 639-3277,steve.downey@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dUwUmYAK,False,,23120669,0030A0000029ZOBQA2,0010A000002vygWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:11:44.000+0000,False,False,005OH000004oiYEYAY,2025-10-17T18:11:44.000+0000,005OH000004oiYEYAY,2025-10-17T18:11:45.000+0000,005OH000004oiYEYAY,2025-10-17T18:11:45.000+0000,(519)722-5730,,luisaguirre888@rogers.com,(905)249-1521,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV1HVYA0,False,,23120369,0030A0000029lJ2QAI,0010A000002w8U0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:06:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-17T18:06:19.000+0000,005OH000004oiYEYAY,2025-10-17T18:06:19.000+0000,005OH000004oiYEYAY,2025-10-17T18:06:20.000+0000,(519)888-7598,5195800956,bobscottscotty@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV1NzYAK,False,,23121057,0030A0000029VQEQA2,0010A000002vvKcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:18:42.000+0000,False,False,005OH000003ds0PYAQ,2025-10-17T18:18:42.000+0000,005OH000003ds0PYAQ,2025-10-17T18:18:43.000+0000,005OH000003ds0PYAQ,2025-10-17T18:18:43.000+0000,(705)945-0120,,joshua.bowden@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV2n4YAC,False,,23120577,003OH00000JMi7VYAT,001OH00000Ni30AYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:09:58.000+0000,False,False,0055o000002KxmIAAS,2025-10-17T18:09:58.000+0000,0055o000002KxmIAAS,2025-10-17T18:09:59.000+0000,0055o000002KxmIAAS,2025-10-17T18:09:59.000+0000,(519)886-2360,(705) 492-8217,adam.marceau@ig.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV2zzYAC,False,,23121064,0030A0000029YQvQAM,0010A000002vxroQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:18:52.000+0000,False,False,005OH000004oiYEYAY,2025-10-17T18:18:52.000+0000,005OH000004oiYEYAY,2025-10-17T18:18:53.000+0000,005OH000004oiYEYAY,2025-10-17T18:18:53.000+0000,(519)850-3732,,sean.cunningham@raymondjames.ca,(519)850-3732,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV448YAC,False,,23122162,0030A0000029n9LQAQ,0010A000002wA32QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:38:43.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T18:38:43.000+0000,0050A000001o2WeQAI,2025-10-17T18:38:44.000+0000,0050A000001o2WeQAI,2025-10-17T18:38:44.000+0000,(506)857-8055,(506) 644-8450,grattan.cosman@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV4FNYA0,False,,23120653,0030A0000029ZxrQAE,0010A000002vzC1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:11:30.000+0000,False,False,005OH000003ds0PYAQ,2025-10-17T18:11:30.000+0000,005OH000003ds0PYAQ,2025-10-17T18:11:30.000+0000,005OH000003ds0PYAQ,2025-10-17T18:11:30.000+0000,(705)806-2323,,joshua.bigras@sunlife.com,(705)674-9741,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV5HtYAK,False,,23120735,0030A0000029oheQAA,0010A000002wBJSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:13:06.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T18:13:06.000+0000,005G0000002gxxjIAA,2025-10-17T18:13:06.000+0000,005G0000002gxxjIAA,2025-10-17T18:13:06.000+0000,(514)586-2858,,benjaminzengfz@yahoo.com,(514)586-4542,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV7BfYAK,False,,23122855,0030A000008DxJ6QAK,0010A0000096kf7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:51:30.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T18:51:30.000+0000,0050A000001o2WeQAI,2025-10-17T18:51:30.000+0000,0050A000001o2WeQAI,2025-10-17T18:51:30.000+0000,(506)857-8055,(506) 280-0667,jordie.taylor@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV7LKYA0,False,,23120942,0030A0000029nvDQAQ,0010A000002wAh1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:16:48.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T18:16:48.000+0000,0055o000002DK5fAAG,2025-10-17T18:16:49.000+0000,0055o000002DK5fAAG,2025-10-17T18:16:49.000+0000,(416)297-1766X3308,(647) 379-5158,amy.chow@dfsin.ca,(416)297-6015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV9ByYAK,False,,23124481,003OH00000PPRzbYAH,001OH00000UuC0YYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:20:49.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T19:20:49.000+0000,0050A000001o2WeQAI,2025-10-17T19:20:50.000+0000,0050A000001o2WeQAI,2025-10-17T19:20:50.000+0000,(506)474-2437,,brad.gallant@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dV9GfYAK,False,,23121135,0030A0000029pRMQAY,0010A000002wBtZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:19:59.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T18:19:59.000+0000,0055o000002DK5fAAG,2025-10-17T18:20:00.000+0000,0055o000002DK5fAAG,2025-10-17T18:20:00.000+0000,(416)568-1350,(416) 568-1350,homer.glinoga@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVBX1YAO,False,,23123085,003OH000002BtMfYAK,001OH000002i1VbYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:55:48.000+0000,False,False,005OH000003ds0PYAQ,2025-10-17T18:55:48.000+0000,005OH000003ds0PYAQ,2025-10-17T18:55:48.000+0000,005OH000003ds0PYAQ,2025-10-17T18:55:48.000+0000,(705)743-3018,,joshua.humber@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVC88YAG,False,,23123987,0030A0000029kfwQAA,0010A000002w7y9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:11:36.000+0000,False,False,005OH000003ds0PYAQ,2025-10-17T19:11:36.000+0000,005OH000003ds0PYAQ,2025-10-17T19:11:37.000+0000,005OH000003ds0PYAQ,2025-10-17T19:11:37.000+0000,(613)395-3339,,judy.timpson@sterlingmutuals.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVE8JYAW,False,,23122088,0030A0000029lr6QAA,0010A000002w8vAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:37:26.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T18:37:26.000+0000,0050A000001o2WeQAI,2025-10-17T18:37:26.000+0000,0050A000001o2WeQAI,2025-10-17T18:37:26.000+0000,(506)857-8055,(506) 232-7419,stacy.whytewood@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVEGLYA4,False,,23121663,0035o000005IdcCAAS,0015o000005rWouAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:29:11.000+0000,False,False,005OH000004pk06YAA,2025-10-17T18:29:11.000+0000,005OH000004pk06YAA,2025-10-17T18:29:11.000+0000,005OH000004pk06YAA,2025-10-17T18:29:11.000+0000,(647)378-8303,,rahul.goel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVGq6YAG,False,,23123469,003G0000018f6ZbIAI,0010A000002wOWgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:02:40.000+0000,False,False,0055o000002KxaMAAS,2025-10-17T19:02:40.000+0000,0055o000002KxaMAAS,2025-10-17T19:02:41.000+0000,0055o000002KxaMAAS,2025-10-17T19:02:41.000+0000,(780)909-4048,,doug@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVI8fYAG,False,,23122023,0030A0000029fQgQAI,0010A000002w3cvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:36:16.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T18:36:16.000+0000,0055o000002DK5fAAG,2025-10-22T14:38:19.000+0000,0055o000002DK5fAAG,2025-10-22T14:38:19.000+0000,(905)470-7788X242,(416) 738-3544,rick.machtinger@dfsin.ca,(905)470-7780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVM2bYAG,False,,23122432,0030A0000029nSTQAY,0010A000002wAJfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:44:03.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T18:44:03.000+0000,0050A000001o2WeQAI,2025-10-17T18:44:03.000+0000,0050A000001o2WeQAI,2025-10-17T18:44:03.000+0000,(506)857-8055,(506) 608-1343,shawn.godwin@igpwm.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVMlmYAG,False,,23123905,0030A0000029gI2QAI,0010A000002w4LuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:10:15.000+0000,False,False,0055o000002DK5fAAG,2025-10-17T19:10:15.000+0000,0055o000002DK5fAAG,2025-10-17T19:10:16.000+0000,0055o000002DK5fAAG,2025-10-17T19:10:16.000+0000,(416)319-4662,,apurcell@amplified-financial.com,(905)271-7212,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVOCWYA4,False,,23124195,0030A0000029ZvvQAE,0010A000002vzAAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:15:33.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T19:15:33.000+0000,005OH000004Ir1xYAC,2025-10-17T19:15:34.000+0000,005OH000004Ir1xYAC,2025-10-17T19:15:34.000+0000,(403)991-1993,,andrea.leites@excelandy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVOvdYAG,False,,23122708,0030A000002SKeIQAW,0010A000003EpH3QAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:48:53.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T18:48:53.000+0000,0050A000001o2WeQAI,2025-10-17T18:48:53.000+0000,0050A000001o2WeQAI,2025-10-17T18:48:53.000+0000,(506)857-8055,(506) 461-0366,jay.lemire@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVQcVYAW,False,,23123548,003G0000018f6hyIAA,0010A000002wOiDQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:03:56.000+0000,False,False,005OH000001cCPNYA2,2025-10-17T19:03:56.000+0000,005OH000001cCPNYA2,2025-10-17T19:03:57.000+0000,005OH000001cCPNYA2,2025-10-17T19:03:57.000+0000,(250)824-1114,(250) 616-1471,mathias.dimter@mdfinance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVRa9YAG,False,,23122932,0030A000009DRymQAG,0010A00000ABryaQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:52:53.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T18:52:53.000+0000,0050A000001o2WeQAI,2025-10-17T18:52:53.000+0000,0050A000001o2WeQAI,2025-10-17T18:52:53.000+0000,(506)857-8055,(506) 875-5003,stephanie.warman@ig.com,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVRiDYAW,False,,23122939,003OH00000FeMMFYA3,001OH00000JV9XDYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T18:53:01.000+0000,False,False,005OH000001cCPNYA2,2025-10-17T18:53:01.000+0000,005OH000001cCPNYA2,2025-10-17T18:53:02.000+0000,005OH000001cCPNYA2,2025-10-17T18:53:02.000+0000,(250)635-6166,,sam.harling@cbiggroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVUhoYAG,False,,23127173,003OH00000T85A1YAJ,001OH00000ZT6KUYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:13:38.000+0000,False,False,005G0000002gyDJIAY,2025-10-17T20:13:38.000+0000,005G0000002gyDJIAY,2025-10-17T20:13:38.000+0000,005G0000002gyDJIAY,2025-10-17T20:13:38.000+0000,(403)284-0494,,anthony.judd@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVWLOYA4,False,,23126101,0030A0000029nCkQAI,0010A000002wA5xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:50:55.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T19:50:55.000+0000,0050A000001o2WeQAI,2025-10-17T19:50:55.000+0000,0050A000001o2WeQAI,2025-10-17T19:50:56.000+0000,(905)305-8507,,daisy.cheung@edwardjones.com,(877)756-5519,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVXu7YAG,False,,23124391,0030A0000029a4kQAA,0010A000002vzIQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:19:00.000+0000,False,False,005OH000003ds0PYAQ,2025-10-17T19:19:00.000+0000,005OH000003ds0PYAQ,2025-10-17T19:19:01.000+0000,005OH000003ds0PYAQ,2025-10-17T19:19:01.000+0000,(705)525-5855,,jlalonde@greenvale.ca,(705)525-2140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVZj0YAG,False,,23124000,0030A000009IeYbQAK,0010A00000AKc4LQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:11:48.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T19:11:48.000+0000,0050A000001o2WeQAI,2025-10-17T19:11:48.000+0000,0050A000001o2WeQAI,2025-10-17T19:11:48.000+0000,(506)857-8055,(506) 547-5918,johanne.doucette@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVcIlYAK,False,,23127370,,0015o000008CynXAAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"AI Summary
The customer called to follow up on a previous conversation with Barbara White regarding a renewal and potential one-month premium waiver. The agent was unable to find any notes or information about this request in the customer's account. The agent offered to transfer the customer to the retention department, which handles pricing, but the customer requested to email Barbara White directly instead due to time constraints. The agent provided Barbara White's email address to the customer.",True,2025-10-17T20:37:30.000+0000,False,False,005OH000007lHhJYAU,2025-10-17T20:17:39.000+0000,005OH000007lHhJYAU,2025-10-17T20:37:30.000+0000,005OH000007lHhJYAU,2025-10-17T20:37:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007lHhJYAU,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVdGLYA0,False,,23124110,0030A0000029eNlQAI,0010A000002w2lMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:13:50.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T19:13:50.000+0000,005OH000004Ir1xYAC,2025-10-17T19:13:50.000+0000,005OH000004Ir1xYAC,2025-10-17T19:13:50.000+0000,(403)461-7822,,johncouture@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVeynYAC,False,,23124287,0030A00000BjUt7QAF,001OH0000097UyhYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:17:15.000+0000,False,False,005OH000001cCPNYA2,2025-10-17T19:17:15.000+0000,005OH000001cCPNYA2,2025-10-17T19:17:16.000+0000,005OH000001cCPNYA2,2025-10-17T19:17:16.000+0000,(604)968-9440,,rick@eaglefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVf0PYAS,False,,23124291,003G0000018f6ryIAA,0010A000002wOtiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:17:19.000+0000,False,False,0055o000002KxaMAAS,2025-10-17T19:17:19.000+0000,0055o000002KxaMAAS,2025-10-17T19:17:20.000+0000,0055o000002KxaMAAS,2025-10-17T19:17:20.000+0000,(780)702-5807X226,(780) 405-6734,don@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVgHSYA0,False,,23124453,0030A000002q4f3QAA,0010A000003b7NlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:20:11.000+0000,False,False,005OH000003ds0PYAQ,2025-10-17T19:20:11.000+0000,005OH000003ds0PYAQ,2025-10-17T19:20:11.000+0000,005OH000003ds0PYAQ,2025-10-17T19:20:11.000+0000,(905)428-9911,,jhenderson@assante.com,(905)428-9922,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dViEPYA0,False,,23124603,003G0000018f7xRIAQ,0010A000002wQ3cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:22:48.000+0000,False,False,0055o000001h4cFAAQ,2025-10-17T19:22:48.000+0000,0055o000001h4cFAAQ,2025-10-17T19:22:49.000+0000,0055o000001h4cFAAQ,2025-10-17T19:22:49.000+0000,(204) 946-0211,(204) 782-6770,djohnson@johnsonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVihRYAS,False,,23124637,0030A0000029XPOQA2,0010A000002vwz3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:23:29.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T19:23:29.000+0000,0050A000001o2WeQAI,2025-10-17T19:23:30.000+0000,0050A000001o2WeQAI,2025-10-17T19:23:30.000+0000,(506)857-8055,(506) 433-0914,barret.black@ig.ca,(506)858-9366X8,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVjFJYA0,False,,23124702,0030A0000029WndQAE,0010A000002vwTFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:24:40.000+0000,False,False,005G0000002gxxjIAA,2025-10-17T19:24:40.000+0000,005G0000002gxxjIAA,2025-10-17T19:24:40.000+0000,005G0000002gxxjIAA,2025-10-17T19:24:40.000+0000,(819)812-1022,8194376718,robert@laforteresse.com,(819)812-2940,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVkHpYAK,False,,23124814,003G0000018f7kwIAA,0010A000002wPrKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:26:45.000+0000,False,False,0050A000001o2WeQAI,2025-10-17T19:26:45.000+0000,0050A000001o2WeQAI,2025-10-17T19:26:45.000+0000,0050A000001o2WeQAI,2025-10-17T19:26:45.000+0000,(902)354-5528,(902) 350-2012,cook@cookfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVpflYAC,False,,23127083,003G0000018f6q2IAA,0010A000002wOrlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:11:37.000+0000,False,False,005OH000001cCPNYA2,2025-10-17T20:11:37.000+0000,005OH000001cCPNYA2,2025-10-17T20:11:38.000+0000,005OH000001cCPNYA2,2025-10-17T20:11:38.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVr1cYAC,False,,23125594,0030A0000029ikLQAQ,0010A000002w6NyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:40:49.000+0000,False,False,0055o000001NWfMAAW,2025-10-17T19:40:49.000+0000,0055o000001NWfMAAW,2025-10-17T19:40:49.000+0000,0055o000001NWfMAAW,2025-10-17T19:40:49.000+0000,(416)843-2746,,zgy9170@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVs2VYAS,False,,23126816,0030A0000029lSCQAY,0010A000002w8chQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:05:38.000+0000,False,False,005OH000003ds0PYAQ,2025-10-17T20:05:38.000+0000,005OH000003ds0PYAQ,2025-10-17T20:05:38.000+0000,005OH000003ds0PYAQ,2025-10-17T20:05:38.000+0000,(705)759-2330,,justin.comeault@rbc.com,(416)313-5490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVtD4YAK,False,,23126772,0035o000007Sh7dAAC,0015o0000089AlOAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:04:29.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T20:04:29.000+0000,005OH000004Ir1xYAC,2025-10-17T20:04:30.000+0000,005OH000004Ir1xYAC,2025-10-17T20:04:30.000+0000,(403)932-5763,,karen.swanson@raymondjames.ca,(403)932-5708,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVyENYA0,False,,23126768,003G0000018f6uXIAQ,0010A000002wOwQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:04:21.000+0000,False,False,0055o000002KxaMAAS,2025-10-17T20:04:21.000+0000,0055o000002KxaMAAS,2025-10-17T20:04:22.000+0000,0055o000002KxaMAAS,2025-10-17T20:04:22.000+0000,(403)928-1851,,kristian@danrothfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVyZOYA0,False,,23127710,003OH00000UHNQaYAP,001OH00000avI0aYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:25:27.000+0000,False,False,0055o000001NWfMAAW,2025-10-17T20:25:27.000+0000,0055o000001NWfMAAW,2025-10-17T20:25:28.000+0000,0055o000001NWfMAAW,2025-10-17T20:25:28.000+0000,(647)648-3948,,ms.gwencw@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dVzS9YAK,False,,23126478,0030A00000AlwI6QAJ,0010A00000BL1AKQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T19:58:51.000+0000,False,False,0055o000001NWfMAAW,2025-10-17T19:58:51.000+0000,0055o000001NWfMAAW,2025-10-17T19:58:52.000+0000,0055o000001NWfMAAW,2025-10-17T19:58:52.000+0000,(519)694-8289,,jane.hu.030@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dW1NYYA0,False,,23127831,0030A000002ZtGMQA0,0010A000003L4faQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:28:07.000+0000,False,False,0055o000001NWfMAAW,2025-10-17T20:28:07.000+0000,0055o000001NWfMAAW,2025-10-17T20:28:08.000+0000,0055o000001NWfMAAW,2025-10-17T20:28:08.000+0000,(905)479-0888,647-287-9119,zenia.tang@amiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dW1SLYA0,False,,23126640,0030A000001ajTVQAY,0010A000002wN1RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:01:57.000+0000,False,False,0050A000000Hq5PQAS,2025-10-17T20:01:57.000+0000,0050A000000Hq5PQAS,2025-10-17T20:01:57.000+0000,0050A000000Hq5PQAS,2025-10-17T20:01:57.000+0000,(289)277-1204X17,(905) 509-5554,mvellani@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dW1VaYAK,False,,23127203,003G0000018f7N9IAI,0010A000002wPSoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:14:17.000+0000,False,False,005OH000001cCPNYA2,2025-10-17T20:14:17.000+0000,005OH000001cCPNYA2,2025-10-17T20:14:18.000+0000,005OH000001cCPNYA2,2025-10-17T20:14:18.000+0000,(306)891-6852,(306) 891-6852,stephanie@archetypewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dW2HxYAK,False,,23126712,003OH00000SO3PgYAL,001OH00000YYmBgYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:03:21.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T20:03:21.000+0000,005OH000004Ir1xYAC,2025-10-17T20:03:22.000+0000,005OH000004Ir1xYAC,2025-10-17T20:03:22.000+0000,(403)861-3613,,ike@ikeaffam.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dW2hpYAC,False,,23128065,,0010A000002wPNiQAM,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Confirmed one month credit to be issued in November.,True,2025-10-17T20:38:59.000+0000,False,False,0055o0000026iGsAAI,2025-10-17T20:34:12.000+0000,0055o0000026iGsAAI,2025-10-17T20:38:59.000+0000,0055o0000026iGsAAI,2025-10-17T20:38:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000026iGsAAI,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dW6iGYAS,False,,23129886,003OH00000WA3NLYA1,001OH00000dL2WsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T21:28:25.000+0000,False,False,005OH000006owoYYAQ,2025-10-17T21:28:25.000+0000,005OH000006owoYYAQ,2025-10-17T21:28:25.000+0000,005OH000006owoYYAQ,2025-10-17T21:28:25.000+0000,(306)653-7986,,amann@virtusgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dW738YAC,False,,23127558,0035o000007a52gAAA,0015o000008GY6GAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:21:51.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T20:21:51.000+0000,005OH000004Ir1xYAC,2025-10-17T20:21:52.000+0000,005OH000004Ir1xYAC,2025-10-17T20:21:52.000+0000,(416)457-3194,,joelcyyz@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dW74kYAC,False,,23127746,0035o000007SNgcAAG,0015o0000088so8AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:26:05.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T20:26:05.000+0000,005OH000004Ir1xYAC,2025-10-17T20:26:05.000+0000,005OH000004Ir1xYAC,2025-10-17T20:26:05.000+0000,(403)284-0494,,oakley.bond@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dW8buYAC,False,,23128495,0030A000006WTiDQAW,0010A000007Hc5vQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:45:12.000+0000,False,False,0050A000001rl3wQAA,2025-10-17T20:45:12.000+0000,0050A000001rl3wQAA,2025-10-17T20:45:12.000+0000,0050A000001rl3wQAA,2025-10-17T20:45:12.000+0000,(778)710-8872,,cel@eespiritufinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWA0zYAG,False,,23127496,003G000001bfYVhIAM,0010A000002wSrcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:20:31.000+0000,False,False,0055o000002KxaMAAS,2025-10-17T20:20:31.000+0000,0055o000002KxaMAAS,2025-10-17T20:20:31.000+0000,0055o000002KxaMAAS,2025-10-17T20:20:31.000+0000,(403)862-4823,(403) 862-4823,joe.schaab@familiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWA2gYAG,False,,23128748,0030A0000029nhVQAQ,0010A000002wAX6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:52:10.000+0000,False,False,005OH000005URvxYAG,2025-10-17T20:52:10.000+0000,005OH000005URvxYAG,2025-10-17T20:52:10.000+0000,005OH000005URvxYAG,2025-10-17T20:52:10.000+0000,(877)313-5112,(780) 498-2745,sparish@innovativebenefits.ca,(780)450-2507,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWAp0YAG,False,,23128141,0035o000007LgHzAAK,0015o00000832dKAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:36:03.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T20:36:03.000+0000,005OH000004Ir1xYAC,2025-10-17T20:36:03.000+0000,005OH000004Ir1xYAC,2025-10-17T20:36:03.000+0000,(780)655-5039,,cathyyu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWEnnYAG,False,,23129611,0035o000006ON8pAAG,0015o000006tXVrAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T21:18:53.000+0000,False,False,005OH000005URvxYAG,2025-10-17T21:18:53.000+0000,005OH000005URvxYAG,2025-10-17T21:18:54.000+0000,005OH000005URvxYAG,2025-10-17T21:18:54.000+0000,(780)935-1000X104,,akash@onkarinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWEnqYAG,False,,23130346,0035o0000068MKhAAM,0015o000006gpm3AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T21:47:11.000+0000,False,False,005OH000005URvxYAG,2025-10-17T21:47:11.000+0000,005OH000005URvxYAG,2025-10-17T21:47:11.000+0000,005OH000005URvxYAG,2025-10-17T21:47:11.000+0000,(780)590-0410,,semerson@redwillowwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWFGrYAO,False,,23129320,0030A0000029fhbQAA,0010A000002w3ovQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T21:09:17.000+0000,False,False,005OH000006owoYYAQ,2025-10-17T21:09:17.000+0000,005OH000006owoYYAQ,2025-10-17T21:09:17.000+0000,005OH000006owoYYAQ,2025-10-17T21:09:17.000+0000,(306)657-4602,,wbodenstab@wellwest.ca,(306)657-3467,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWFtZYAW,False,,23129094,003OH000003ooslYAA,001OH000004o69lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T21:02:10.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T21:02:10.000+0000,005OH000004Ir1xYAC,2025-10-17T21:02:10.000+0000,005OH000004Ir1xYAC,2025-10-17T21:02:10.000+0000,(403)966-0169,,chris@simpleconvo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWFzyYAG,False,,23128707,003G0000018f7vyIAA,0010A000002wQ29QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:51:03.000+0000,False,False,0050A000001rl3wQAA,2025-10-17T20:51:03.000+0000,0050A000001rl3wQAA,2025-10-17T20:51:04.000+0000,0050A000001rl3wQAA,2025-10-17T20:51:04.000+0000,(604) 568-3210,(604) 657-6625,rdesroches@corebenefit.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWHthYAG,False,,23128330,003OH000005pFzqYAE,001OH000007HSyOYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:40:56.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T20:40:56.000+0000,005OH000004Ir1xYAC,2025-10-17T20:40:57.000+0000,005OH000004Ir1xYAC,2025-10-17T20:40:57.000+0000,(780)340-5799,,jinyinghua1021@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWImXYAW,False,,23128431,003OH00000NFK1KYAX,001OH00000SD0lRYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:43:30.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T20:43:30.000+0000,005OH000004Ir1xYAC,2025-10-17T20:43:30.000+0000,005OH000004Ir1xYAC,2025-10-17T20:43:30.000+0000,(780)340-6630,,lualhati.h@phoenix-horizon.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWJqgYAG,False,,23128776,0030A00000CStLAQA1,0010A00000D3sjCQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T20:53:06.000+0000,False,False,005OH000005URvxYAG,2025-10-17T20:53:06.000+0000,005OH000005URvxYAG,2025-10-17T20:53:07.000+0000,005OH000005URvxYAG,2025-10-17T20:53:07.000+0000,(587)936-1448,(587) 936-1448,kcm@ualberta.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWPL1YAO,False,,23129394,0030A00000CStLAQA1,0010A00000D3sjCQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T21:11:40.000+0000,False,False,005OH000005URvxYAG,2025-10-17T21:11:40.000+0000,005OH000005URvxYAG,2025-10-17T21:11:41.000+0000,005OH000005URvxYAG,2025-10-17T21:11:41.000+0000,(587)936-1448,(587) 936-1448,kcm@ualberta.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWVgYYAW,False,,23129735,0035o000004POpWAAW,0015o000004yXyBAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T21:23:05.000+0000,False,False,005OH000005URvxYAG,2025-10-17T21:23:05.000+0000,005OH000005URvxYAG,2025-10-17T21:23:05.000+0000,005OH000005URvxYAG,2025-10-17T21:23:05.000+0000,(204)242-7241,,harpreet@westgroupfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWYjFYAW,False,,23130009,003OH000002pIjKYAU,001OH000003XFxrYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T21:33:09.000+0000,False,False,005OH000004Ir1xYAC,2025-10-17T21:33:09.000+0000,005OH000004Ir1xYAC,2025-10-17T21:33:09.000+0000,005OH000004Ir1xYAC,2025-10-17T21:33:09.000+0000,(587)703-3803,,ntarazona@nwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000dWdz5YAC,False,,23131867,003G0000018f6xEIAQ,0010A000002wOzsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-17T23:32:55.000+0000,False,False,005OH000002iJPDYA2,2025-10-17T23:32:55.000+0000,005OH000002iJPDYA2,2025-10-17T23:32:55.000+0000,005OH000002iJPDYA2,2025-10-17T23:32:55.000+0000,(604)732-1508,6047879528,xugu@springxuwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,167.0
500OH00000daV0SYAU,False,,23137391,003G0000018f7BeIAI,0010A000002wPFcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:22:50.000+0000,False,False,005OH00000245RQYAY,2025-10-20T13:22:50.000+0000,005OH00000245RQYAY,2025-10-20T13:22:51.000+0000,005OH00000245RQYAY,2025-10-20T13:22:51.000+0000,(450)970-3026X6,(514) 265-0602,gerald.perreault@monarqueconseil.com,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dacZnYAI,False,,23136984,0030A000009RTIEQA4,0010A00000AUAWKQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:11:47.000+0000,False,False,005OH00000245RQYAY,2025-10-20T13:11:47.000+0000,005OH00000245RQYAY,2025-10-20T13:11:47.000+0000,005OH00000245RQYAY,2025-10-20T13:11:47.000+0000,(514)574-9623,(514) 574-9623,philippe@objectifsfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dafRJYAY,False,,23138293,0030A0000029dYHQAY,0010A000002w23ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:44:42.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T13:44:42.000+0000,005OH000007fgYjYAI,2025-10-20T13:44:42.000+0000,005OH000007fgYjYAI,2025-10-20T13:44:42.000+0000,(514)738-6111,,christian_carydia@yahoo.ca,(514)343-0425,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dal24YAA,False,,23137812,0031600002EUOv4AAH,0010A000002wNDAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:34:19.000+0000,False,False,005OH00000245RQYAY,2025-10-20T13:34:19.000+0000,005OH00000245RQYAY,2025-10-20T13:34:20.000+0000,005OH00000245RQYAY,2025-10-20T13:34:20.000+0000,(819)410-0432X103,(819) 639-4713,jeanfrancois.landry@gestaltfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dalOcYAI,False,,23137917,0030A0000029kBiQAI,0010A000002w7YEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:36:16.000+0000,False,False,005G0000002gxxjIAA,2025-10-20T13:36:16.000+0000,005G0000002gxxjIAA,2025-10-20T13:36:16.000+0000,005G0000002gxxjIAA,2025-10-20T13:36:16.000+0000,(819)566-0666,819-212-4339,jerome.lacroix@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000daoPhYAI,False,,23137919,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:36:20.000+0000,False,False,005OH00000245RQYAY,2025-10-20T13:36:20.000+0000,005OH00000245RQYAY,2025-10-20T13:36:20.000+0000,005OH00000245RQYAY,2025-10-20T13:36:20.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dasTHYAY,False,,23137674,0030A000004SIhlQAG,0010A000005E2SjQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:30:39.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T13:30:39.000+0000,005OH000007fgYjYAI,2025-10-20T13:30:40.000+0000,005OH000007fgYjYAI,2025-10-20T13:30:40.000+0000,(514)370-2284,,marcand@visionplus.ca,(450)681-1558,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dawYVYAY,False,,23137968,0030A0000029b83QAA,0010A000002w0A2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:37:12.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T13:37:12.000+0000,005OH000007fgYjYAI,2025-10-20T13:37:13.000+0000,005OH000007fgYjYAI,2025-10-20T13:37:13.000+0000,(514)327-1300,(514) 777-6274,jpotvin@sfjp.ca,(514)907-6163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000db0yfYAA,False,,23137854,0030A0000029gbAQAQ,0010A000002w4bQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:35:08.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T13:35:08.000+0000,005OH000007fgYjYAI,2025-10-20T13:35:09.000+0000,005OH000007fgYjYAI,2025-10-20T13:35:09.000+0000,(450)252-9400,,pierrot@parpin.ca,(450)252-2010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000db2pBYAQ,False,,23137989,0030A0000029b83QAA,0010A000002w0A2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:37:41.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T13:37:41.000+0000,005OH000007fgYjYAI,2025-10-20T13:37:41.000+0000,005OH000007fgYjYAI,2025-10-20T13:37:41.000+0000,(514)327-1300,(514) 777-6274,jpotvin@sfjp.ca,(514)907-6163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000db3N3YAI,False,,23138038,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:38:53.000+0000,False,False,005OH000004pk06YAA,2025-10-20T13:38:53.000+0000,005OH000004pk06YAA,2025-10-20T13:38:53.000+0000,005OH000004pk06YAA,2025-10-20T13:38:53.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000db6MbYAI,False,,23141943,003OH00000UOpxnYAD,001OH00000b5AhTYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:51:02.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T14:51:02.000+0000,005OH000007fgYjYAI,2025-10-20T14:51:02.000+0000,005OH000007fgYjYAI,2025-10-20T14:51:02.000+0000,(438)239-2766,,judy.bujold-gignac@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000db9HBYAY,False,,23138500,003G0000018f7xRIAQ,0010A000002wQ3cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T13:49:06.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T13:49:06.000+0000,0055o000001h4cFAAQ,2025-10-20T13:49:07.000+0000,0055o000001h4cFAAQ,2025-10-20T13:49:07.000+0000,(204) 946-0211,(204) 782-6770,djohnson@johnsonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbDPjYAM,False,,23140754,003OH00000VznIFYAZ,001OH00000d6X9LYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:31:33.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T14:31:33.000+0000,005OH000007fgYjYAI,2025-10-20T14:31:33.000+0000,005OH000007fgYjYAI,2025-10-20T14:31:33.000+0000,(418)997-7275,,sfournier596@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbGIiYAM,False,,23139941,0030A0000029XqVQAU,0010A000002vxMmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:17:33.000+0000,False,False,005OH000004pk06YAA,2025-10-20T14:17:33.000+0000,005OH000004pk06YAA,2025-10-20T14:17:33.000+0000,005OH000004pk06YAA,2025-10-20T14:17:33.000+0000,(416)660-1488,,farlene.soong@gmail.com,(416)999-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbGgtYAE,False,,23139692,003G000001EIHDKIA5,0010A000002wRwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:13:06.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T14:13:06.000+0000,0050A000000WjqvQAC,2025-10-20T14:13:06.000+0000,0050A000000WjqvQAC,2025-10-20T14:13:06.000+0000,(613)967-6060,,julieobstfeld@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbIUCYA2,False,,23139748,0030A000007r1F0QAI,0010A000008jR7KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:14:18.000+0000,False,False,005OH0000084GETYA2,2025-10-20T14:14:18.000+0000,005OH0000084GETYA2,2025-10-20T14:14:19.000+0000,005OH0000084GETYA2,2025-10-20T14:14:19.000+0000,(519)538-5541,(519) 538-5541,sean@gardhouse.ca,(519)538-4162,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbLjoYAE,False,,23142191,0030A0000029gzFQAQ,0010A000002w4vYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:54:46.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T14:54:46.000+0000,005OH000007fgYjYAI,2025-10-20T14:54:47.000+0000,005OH000007fgYjYAI,2025-10-20T14:54:47.000+0000,(506)739-7333,,jeannot@turgeonassocies.com,(506)739-1888,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbLztYAE,False,,23139583,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:10:58.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T14:10:58.000+0000,0050A000000WjqvQAC,2025-10-20T14:10:58.000+0000,0050A000000WjqvQAC,2025-10-20T14:10:58.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbNdXYAU,False,,23141215,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,transfer,Medium,vm,True,2025-10-20T14:40:51.000+0000,False,False,005OH000006uYrkYAE,2025-10-20T14:39:07.000+0000,005OH000006uYrkYAE,2025-10-20T14:40:51.000+0000,005OH000006uYrkYAE,2025-10-20T14:40:51.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbOs8YAE,False,,23140231,0030A0000029mi9QAA,0010A000002w9gaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:22:53.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T14:22:53.000+0000,005OH000007fgYjYAI,2025-10-20T14:22:53.000+0000,005OH000007fgYjYAI,2025-10-20T14:22:53.000+0000,(450)492-1795,,eric.baltes@sunlife.com,(450)326-1795,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbP0zYAE,False,,23139829,0030A00000CUeiaQAD,0010A00000D5YdKQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:15:32.000+0000,False,False,005OH0000084GETYA2,2025-10-20T14:15:32.000+0000,005OH0000084GETYA2,2025-10-20T14:15:33.000+0000,005OH0000084GETYA2,2025-10-20T14:15:33.000+0000,(289)383-0993,,patricia@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbPAjYAM,False,,23140819,0030A0000029c1WQAQ,0010A000002w0qgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:32:30.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T14:32:30.000+0000,005OH000007fgYjYAI,2025-10-20T14:32:31.000+0000,005OH000007fgYjYAI,2025-10-20T14:32:31.000+0000,(514)833-0739,,guillaume@bergeybastien.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbPkCYAU,False,,23140217,0031600002cIy4oAAC,0010A000005BU0aQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:22:39.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T14:22:39.000+0000,0050A000000WjqvQAC,2025-10-20T14:22:40.000+0000,0050A000000WjqvQAC,2025-10-20T14:22:40.000+0000,(613)548-1884,(647) 248-5821,andrew@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbRPQYA2,False,,23141143,0030A0000029d7BQAQ,0010A000002w1gzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:38:09.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T14:38:09.000+0000,0055o000001h4cFAAQ,2025-10-20T14:38:10.000+0000,0055o000001h4cFAAQ,2025-10-20T14:38:10.000+0000,(807)684-1820,,ray.bukovy@ig.ca,(807)344-2117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbS8ZYAU,False,,23140907,0030A0000029k5tQAA,0010A000002w7TgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:33:59.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T14:33:59.000+0000,005OH000004oiYEYAY,2025-10-20T14:34:00.000+0000,005OH000004oiYEYAY,2025-10-20T14:34:00.000+0000,(519)578-4494,,lmartin@assante.com,(519)578-1786,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbSNBYA2,False,,23141777,0030A00000CeKfiQAF,0010A00000DFls5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:48:27.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T14:48:27.000+0000,005OH000007fgYjYAI,2025-10-20T14:48:28.000+0000,005OH000007fgYjYAI,2025-10-20T14:48:28.000+0000,(514)912-5309,,c.laventure@monchoixfinancier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbStLYAU,False,,23141678,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:46:55.000+0000,False,False,005G0000002gxxjIAA,2025-10-20T14:46:55.000+0000,005G0000002gxxjIAA,2025-10-20T15:22:30.000+0000,005G0000002gxxjIAA,2025-10-20T15:22:30.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbTm9YAE,False,,23140295,003G000001D2z3wIAB,001G000000urMrgIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:23:59.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T14:23:59.000+0000,0050A000000WjqvQAC,2025-10-20T14:24:00.000+0000,0050A000000WjqvQAC,2025-10-20T14:24:00.000+0000,(613) 342-2555,,stephanie.foley@leonardgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbUGuYAM,False,,23141632,0030A000001ajTVQAY,0010A000002wN1RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:46:03.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T14:46:03.000+0000,0050A000000Hq5PQAS,2025-10-20T14:46:03.000+0000,0050A000000Hq5PQAS,2025-10-20T14:46:03.000+0000,(289)277-1204X17,(905) 509-5554,mvellani@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbUVJYA2,False,,23140351,003OH00000U9tK9YAJ,001OH00000am7E7YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:25:03.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T14:25:03.000+0000,005OH000007fgYjYAI,2025-10-20T14:25:04.000+0000,005OH000007fgYjYAI,2025-10-20T14:25:04.000+0000,(514)915-4547,,jonathanharveymaltais@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbVpcYAE,False,,23141740,003G0000018f7ZgIAI,0010A000002wPgWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:47:56.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T14:47:56.000+0000,0050A000000WjqvQAC,2025-10-20T14:47:57.000+0000,0050A000000WjqvQAC,2025-10-20T14:47:57.000+0000,(613) 966-2990,,johnpaul@tedesco.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbWYmYAM,False,,23141580,003OH000009FG46YAG,001OH00000BD5lJYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:45:24.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T14:45:24.000+0000,005OH000004oiYEYAY,2025-10-20T14:45:25.000+0000,005OH000004oiYEYAY,2025-10-20T14:45:25.000+0000,(519)742-1123,,cristina.opris@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbXOLYA2,False,,23140613,003OH00000UsvHmYAJ,001OH00000bfm1xYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:29:15.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T14:29:15.000+0000,005OH000007fgYjYAI,2025-10-20T14:29:16.000+0000,005OH000007fgYjYAI,2025-10-20T14:29:16.000+0000,(450)502-9015,,anthonylaganiere@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbXubYAE,False,,23140668,0030A0000029YhBQAU,0010A000002vy3iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:30:23.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T14:30:23.000+0000,005OH000004oiYEYAY,2025-10-20T14:30:24.000+0000,005OH000004oiYEYAY,2025-10-20T14:30:24.000+0000,(519)745-8500,,jlunz@arcafinancial.com,(519)745-8283,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbYQvYAM,False,,23141745,0030A0000029ZjiQAE,0010A000002vyyVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:47:58.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T14:47:58.000+0000,0055o000002DK5fAAG,2025-10-20T14:47:59.000+0000,0055o000002DK5fAAG,2025-10-20T14:47:59.000+0000,(905)570-1200X231,,ray.ravoi@dfsin.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbYaYYAU,False,,23141132,003OH00000NnSXWYA3,001OH00000SuN5CYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:37:57.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T14:37:57.000+0000,005OH000007fgYjYAI,2025-10-20T14:37:57.000+0000,005OH000007fgYjYAI,2025-10-20T14:37:57.000+0000,(418)558-1521,,mberube.csf@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbZ20YAE,False,,23141727,003G0000018f6YpIAI,0010A000002wOVuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:47:44.000+0000,False,False,005OH00000245RQYAY,2025-10-20T14:47:44.000+0000,005OH00000245RQYAY,2025-10-20T14:47:44.000+0000,005OH00000245RQYAY,2025-10-20T14:47:44.000+0000,(514)990-1493,(514) 891-1493,beaudoin.p@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbakSYAQ,False,,23141839,0030A0000029ZttQAE,0010A000002vz7yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:49:28.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T14:49:28.000+0000,0055o000002DK5fAAG,2025-10-20T14:49:28.000+0000,0055o000002DK5fAAG,2025-10-20T14:49:28.000+0000,(416)297-1766X3319,,deborah.williams@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbbjhYAA,False,,23141083,003G0000018f7xRIAQ,0010A000002wQ3cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:37:02.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T14:37:02.000+0000,0055o000001h4cFAAQ,2025-10-20T14:37:02.000+0000,0055o000001h4cFAAQ,2025-10-20T14:37:02.000+0000,(204) 946-0211,(204) 782-6770,djohnson@johnsonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbbjjYAA,False,,23141177,003G0000018f7CbIAI,0010A000002wPGZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm to call back,Medium,,True,2025-10-20T14:40:19.000+0000,False,False,005OH000006uYrkYAE,2025-10-20T14:38:42.000+0000,005OH000006uYrkYAE,2025-10-20T14:40:20.000+0000,005OH000006uYrkYAE,2025-10-20T14:40:20.000+0000,(416)876-9791,(416) 876-9791,margot@advocatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbcRJYAY,False,,23141829,0030A00000CeKfiQAF,0010A00000DFls5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:49:14.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T14:49:14.000+0000,005OH000007fgYjYAI,2025-10-20T14:49:15.000+0000,005OH000007fgYjYAI,2025-10-20T14:49:15.000+0000,(514)912-5309,,c.laventure@monchoixfinancier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbdYbYAI,False,,23141281,003G0000018f7RzIAI,0010A000002wPYZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:40:18.000+0000,False,False,005OH000002N6huYAC,2025-10-20T14:40:18.000+0000,005OH000002N6huYAC,2025-10-20T14:40:18.000+0000,005OH000002N6huYAC,2025-10-20T14:40:18.000+0000,(418)623-9422,(418) 563-3296,j.denis.cote@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbeEcYAI,False,,23142415,003G0000018f6UeIAI,0010A000002wORLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:57:57.000+0000,False,False,0050A000000XQhmQAG,2025-10-20T14:57:57.000+0000,0050A000000XQhmQAG,2025-10-20T14:57:58.000+0000,0050A000000XQhmQAG,2025-10-20T14:57:58.000+0000,(902)624-1555,,dale@dmrfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbeJRYAY,False,,23142243,003G0000018f7AsIAI,0010A000002wPErQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:55:19.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T14:55:19.000+0000,0050A000000Hq5PQAS,2025-10-20T14:55:20.000+0000,0050A000000Hq5PQAS,2025-10-20T14:55:20.000+0000,(416)568-7235,(416) 568-7235,peter.corringham@pcwealth.ca,(289)277-1207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbehZYAQ,False,,23141418,0030A0000029jy9QAA,0010A000002w7NnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:42:39.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T14:42:39.000+0000,005OH000004oiYEYAY,2025-10-20T14:42:39.000+0000,005OH000004oiYEYAY,2025-10-20T14:42:39.000+0000,(519)957-2415,,gregp@ipcsecurities.com,(519)957-2474,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbfvNYAQ,False,,23141560,003OH00000G9kFJYAZ,001G000000xPfV9IAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:45:03.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T14:45:03.000+0000,0050A000000WjqvQAC,2025-10-20T14:45:04.000+0000,0050A000000WjqvQAC,2025-10-20T14:45:04.000+0000,(613) 402-4015,,jonathan.polcari@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbgLFYAY,False,,23143720,003G0000018f7C2IAI,0010A000002wPG0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:17:58.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T15:17:58.000+0000,0050A000000Hq5PQAS,2025-10-20T15:17:58.000+0000,0050A000000Hq5PQAS,2025-10-20T15:17:58.000+0000,(416)333-8575,(416) 333-8575,adam@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbgbJYAQ,False,,23141617,0030A0000029pVBQAY,0010A000002wBwVQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:45:52.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T14:45:52.000+0000,0055o000002DK5fAAG,2025-10-20T14:45:52.000+0000,0055o000002DK5fAAG,2025-10-20T14:45:52.000+0000,(905)639-8777,,bill.shutt@bellvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbh4NYAQ,False,,23143125,003OH00000AEWgdYAH,001OH00000COt69YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:08:39.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T15:08:39.000+0000,005OH000004oiYEYAY,2025-10-20T15:08:39.000+0000,005OH000004oiYEYAY,2025-10-20T15:08:39.000+0000,(888)567-7546X523,x523,nathan@keildadson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbi5JYAQ,False,,23144037,003OH00000JynSmYAJ,001OH00000OQ6K9YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:22:51.000+0000,False,False,0055o000001NWfMAAW,2025-10-20T15:22:51.000+0000,0055o000001NWfMAAW,2025-10-20T15:22:52.000+0000,0055o000001NWfMAAW,2025-10-20T15:22:52.000+0000,(905)975-6888,,yhuang.insure@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbiy6YAA,False,,23142992,003OH00000AEWgdYAH,001OH00000COt69YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:06:37.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T15:06:37.000+0000,005OH000004oiYEYAY,2025-10-20T15:06:37.000+0000,005OH000004oiYEYAY,2025-10-20T15:06:37.000+0000,(888)567-7546X523,x523,nathan@keildadson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbjMQYAY,False,,23146192,003OH00000TutneYAB,001OH00000aTOe6YAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:53:43.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T15:53:43.000+0000,0055o000002DK5fAAG,2025-10-20T15:53:43.000+0000,0055o000002DK5fAAG,2025-10-20T15:53:43.000+0000,(905)309-6777,,scott@autonomyfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbjW0YAI,False,,23143224,0030A0000029oUGQAY,0010A000002wB80QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:10:06.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T15:10:06.000+0000,005OH000003ds0PYAQ,2025-10-20T15:10:06.000+0000,005OH000003ds0PYAQ,2025-10-20T15:10:06.000+0000,(705)674-4551,,justin.rancourt@ig.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbje4YAA,False,,23143057,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:07:28.000+0000,False,False,005OH00000245RQYAY,2025-10-20T15:07:28.000+0000,005OH00000245RQYAY,2025-10-20T15:07:29.000+0000,005OH00000245RQYAY,2025-10-20T15:07:29.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dblG2YAI,False,,23142486,0030A0000029nW0QAI,0010A000002wAMiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:59:00.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T14:59:00.000+0000,005OH000004oiYEYAY,2025-10-20T14:59:00.000+0000,005OH000004oiYEYAY,2025-10-20T14:59:00.000+0000,(519)579-4148,,vang_thomas@yahoo.ca,(519)579-6406,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dblSxYAI,False,,23144492,0030A0000029XoFQAU,0010A000002vxKgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:28:58.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T15:28:58.000+0000,005OH000003ds0PYAQ,2025-10-20T15:28:59.000+0000,005OH000003ds0PYAQ,2025-10-20T15:28:59.000+0000,(705)674-4551,,justin.wigelius@ig.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbmATYAY,False,,23142218,003G0000018f7I2IAI,0010A000002wPNIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T14:55:04.000+0000,False,False,0050A000000XQhmQAG,2025-10-20T14:55:04.000+0000,0050A000000XQhmQAG,2025-10-20T14:55:04.000+0000,0050A000000XQhmQAG,2025-10-20T14:55:04.000+0000,(902)678-2788,(902) 292-7093,dreid@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbmX7YAI,False,,23145012,0030A0000029pVBQAY,0010A000002wBwVQAU,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000002DK5fAAG,2025-10-20T15:36:21.000+0000,0055o000002DK5fAAG,2025-10-22T14:36:19.000+0000,0055o000002DK5fAAG,2025-10-22T14:36:19.000+0000,(905)639-8777,,bill.shutt@bellvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbnoBYAQ,False,,23144849,003G0000018f6qqIAA,0010A000002wOsaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:34:01.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T15:34:01.000+0000,0050A000000WjqvQAC,2025-10-20T15:34:01.000+0000,0050A000000WjqvQAC,2025-10-20T15:34:01.000+0000,(613)283-2011,(613) 227-2010,scott@achesonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbpjRYAQ,False,,23142617,003G0000018f6dLIAQ,0010A000002wObWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:00:48.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T15:00:48.000+0000,0050A000000WjqvQAC,2025-10-20T15:00:49.000+0000,0050A000000WjqvQAC,2025-10-20T15:00:49.000+0000,(613)537-5252,(613) 551-5360,mike@whaleyassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbqqqYAA,False,,23142957,003OH00000AEWgdYAH,001OH00000COt69YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:06:02.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T15:06:02.000+0000,005OH000004oiYEYAY,2025-10-20T15:06:02.000+0000,005OH000004oiYEYAY,2025-10-20T15:06:02.000+0000,(888)567-7546X523,x523,nathan@keildadson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbrOgYAI,False,,23143152,0030A0000029XBEQA2,0010A000002vwpeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:09:07.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T15:09:07.000+0000,005OH000003ds0PYAQ,2025-10-20T15:09:07.000+0000,005OH000003ds0PYAQ,2025-10-20T15:09:07.000+0000,(905)493-5252,,justin.mckie@sunlife.com,(905)493-5256,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbtVMYAY,False,,23143723,003OH00000IjYrDYAV,001OH00000MyaFIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:18:01.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T15:18:01.000+0000,005OH000007fgYjYAI,2025-10-20T15:18:02.000+0000,005OH000007fgYjYAI,2025-10-20T15:18:02.000+0000,(438)345-5066,,fariba.a@sunplusfa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbu1cYAA,False,,23144753,0035o000006ICSqAAO,0015o000006nKGbAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:32:37.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T15:32:37.000+0000,005OH000003ds0PYAQ,2025-10-20T15:32:38.000+0000,005OH000003ds0PYAQ,2025-10-20T15:32:38.000+0000,(705)876-1282,(705) 340-2016,karen.lynch@ig.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbvH0YAI,False,,23143261,003G0000018f6w3IAA,0010A000002wOxvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:10:34.000+0000,False,False,005OH00000245RQYAY,2025-10-20T15:10:34.000+0000,005OH00000245RQYAY,2025-10-20T15:10:34.000+0000,005OH00000245RQYAY,2025-10-20T15:10:34.000+0000,(613)632-6411,(613) 678-7599,bruce@goldenfsi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbvs6YAA,False,,23144892,003G0000018f6qqIAA,0010A000002wOsaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:34:41.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T15:34:41.000+0000,0050A000000WjqvQAC,2025-10-20T15:34:41.000+0000,0050A000000WjqvQAC,2025-10-20T15:34:41.000+0000,(613)283-2011,(613) 227-2010,scott@achesonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbwcwYAA,False,,23145951,003G000001IkUzjIAF,0010A000002wSCfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-10-20T15:50:35.000+0000,False,False,005OH00000245RQYAY,2025-10-20T15:49:57.000+0000,005OH00000245RQYAY,2025-10-20T15:50:35.000+0000,005OH00000245RQYAY,2025-10-20T15:50:35.000+0000,(514)918-9466,,james.orr@jamericfsaservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbweTYAQ,False,,23143356,0031600002T0cBcAAJ,0010A000002wNyGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:12:12.000+0000,False,False,005OH00000245RQYAY,2025-10-20T15:12:12.000+0000,005OH00000245RQYAY,2025-10-20T15:12:12.000+0000,005OH00000245RQYAY,2025-10-20T15:12:12.000+0000,(514)931-4242,(514) 497-2366,mviglas@viglasfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbxx8YAA,False,,23144737,0035o000006ICSqAAO,0015o000006nKGbAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:32:21.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T15:32:21.000+0000,005OH000003ds0PYAQ,2025-10-20T15:32:21.000+0000,005OH000003ds0PYAQ,2025-10-20T15:32:21.000+0000,(705)876-1282,(705) 340-2016,karen.lynch@ig.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbyErYAI,False,,23143528,003G0000018f7C2IAI,0010A000002wPG0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:15:02.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T15:15:02.000+0000,0050A000000Hq5PQAS,2025-10-20T15:15:02.000+0000,0050A000000Hq5PQAS,2025-10-20T15:15:02.000+0000,(416)333-8575,(416) 333-8575,adam@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dbzKcYAI,False,,23143755,0030A0000029hEvQAI,0010A000002w5ALQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:18:35.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T15:18:35.000+0000,005OH000004oiYEYAY,2025-10-20T15:18:36.000+0000,005OH000004oiYEYAY,2025-10-20T15:18:36.000+0000,(519)340-1730,(519) 496-9846,matthew@ogilvie.ca,(519)340-1760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dc0erYAA,False,,23143794,003G0000018f74yIAA,0010A000002wP8IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:19:05.000+0000,False,False,005OH00000245RQYAY,2025-10-20T15:19:05.000+0000,005OH00000245RQYAY,2025-10-20T15:19:05.000+0000,005OH00000245RQYAY,2025-10-20T15:19:05.000+0000,(514)568-3248,,amanda.ciccone@acfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dc1r6YAA,False,,23145574,0030A0000029atZQAQ,0010A000002vzxAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:44:46.000+0000,False,False,005OH000005URvxYAG,2025-10-20T15:44:46.000+0000,005OH000005URvxYAG,2025-10-20T15:44:46.000+0000,005OH000005URvxYAG,2025-10-20T15:44:46.000+0000,(780)945-2887,,glenn.office@uniserve.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dc2ldYAA,False,,23149279,003G0000018f6zcIAA,0010A000002wP2GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:41:06.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T16:41:06.000+0000,0055o000002KxaMAAS,2025-10-20T16:41:06.000+0000,0055o000002KxaMAAS,2025-10-20T16:41:06.000+0000,(780)702-5807X228,(780) 988-5826,lucas@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dc3TBYAY,False,,23146159,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:53:18.000+0000,False,False,005OH00000245RQYAY,2025-10-20T15:53:18.000+0000,005OH00000245RQYAY,2025-10-20T15:53:19.000+0000,005OH00000245RQYAY,2025-10-20T15:53:19.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dc53TYAQ,False,,23144931,0030A0000029pVBQAY,0010A000002wBwVQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:35:12.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T15:35:12.000+0000,0055o000002DK5fAAG,2025-10-20T15:35:13.000+0000,0055o000002DK5fAAG,2025-10-20T15:35:13.000+0000,(905)639-8777,,bill.shutt@bellvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dc5EkYAI,False,,23145786,0030A0000029jBSQAY,0010A000002w6jrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:47:50.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T15:47:50.000+0000,0050A000000WjqvQAC,2025-10-20T15:47:51.000+0000,0050A000000WjqvQAC,2025-10-20T15:47:51.000+0000,(613)702-1075,Ext 6,dean@opesadvisory.com,(613)627-3800,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dc6cFYAQ,False,,23145532,003G000001ilOsXIAU,0010A000002wSxXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:44:09.000+0000,False,False,005OH00000AdAzSYAV,2025-10-20T15:44:09.000+0000,005OH00000AdAzSYAV,2025-10-20T15:44:10.000+0000,005OH00000AdAzSYAV,2025-10-20T15:44:10.000+0000,(519)669-9996,(519) 599-7632,karen.chisholm@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dc8KhYAI,False,,23146572,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:59:41.000+0000,False,False,005OH000005URvxYAG,2025-10-20T15:59:41.000+0000,005OH000005URvxYAG,2025-10-20T15:59:42.000+0000,005OH000005URvxYAG,2025-10-20T15:59:42.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dc8kUYAQ,False,,23146170,003OH000009iPlXYAU,001OH00000BnuzAYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:53:26.000+0000,False,False,005OH000005URvxYAG,2025-10-20T15:53:26.000+0000,005OH000005URvxYAG,2025-10-20T15:53:26.000+0000,005OH000005URvxYAG,2025-10-20T15:53:26.000+0000,(780)932-5351,,mattpearcey@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcCGDYA2,False,,23145040,003G000001IkUzjIAF,0010A000002wSCfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:36:44.000+0000,False,False,005OH00000245RQYAY,2025-10-20T15:36:44.000+0000,005OH00000245RQYAY,2025-10-20T15:36:45.000+0000,005OH00000245RQYAY,2025-10-20T15:36:45.000+0000,(514)918-9466,,james.orr@jamericfsaservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcCmTYAU,False,,23145115,0030A0000029jdPQAQ,0010A000002w77iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:37:50.000+0000,False,False,005OH000005URvxYAG,2025-10-20T15:37:50.000+0000,005OH000005URvxYAG,2025-10-20T15:37:51.000+0000,005OH000005URvxYAG,2025-10-20T15:37:51.000+0000,(403)302-3663,,moller.michael@shaw.ca,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcGJqYAM,False,,23146020,003G000001IkUzjIAF,0010A000002wSCfQAM,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH00000245RQYAY,2025-10-20T15:51:06.000+0000,005OH00000245RQYAY,2025-10-20T15:52:30.000+0000,005OH00000245RQYAY,2025-10-20T15:52:30.000+0000,(514)918-9466,,james.orr@jamericfsaservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcGdCYAU,False,,23145620,003OH00000T5JJ6YAN,001OH00000ZPgvxYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:45:17.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T15:45:17.000+0000,005OH000007fgYjYAI,2025-10-20T15:45:17.000+0000,005OH000007fgYjYAI,2025-10-20T15:45:17.000+0000,(450)973-8222,,mihai@gestionlv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcI2HYAU,False,,23145656,003OH00000T5JJ6YAN,001OH00000ZPgvxYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:45:47.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T15:45:47.000+0000,005OH000007fgYjYAI,2025-10-20T15:45:48.000+0000,005OH000007fgYjYAI,2025-10-20T15:45:48.000+0000,(450)973-8222,,mihai@gestionlv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcIYbYAM,False,,23147041,0030A0000029i7eQAA,0010A000002w5t5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:06:08.000+0000,False,False,005OH000005URvxYAG,2025-10-20T16:06:08.000+0000,005OH000005URvxYAG,2025-10-20T16:06:08.000+0000,005OH000005URvxYAG,2025-10-20T16:06:08.000+0000,(587)402-8590,,paulla@adamitzfinancial.com,(800)740-4002,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcIjpYAE,False,,23145746,003G0000018f7C2IAI,0010A000002wPG0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:47:12.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T15:47:12.000+0000,0050A000000Hq5PQAS,2025-10-20T15:47:13.000+0000,0050A000000Hq5PQAS,2025-10-20T15:47:13.000+0000,(416)333-8575,(416) 333-8575,adam@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcJHhYAM,False,,23145799,0030A0000029WRVQA2,0010A000002vwAiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:48:01.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T15:48:01.000+0000,005OH000003ds0PYAQ,2025-10-20T15:48:02.000+0000,005OH000003ds0PYAQ,2025-10-20T15:48:02.000+0000,(705)743-1476,(705) 875-4841,venci.sebek@ipcc.org,(705)743-0680,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcJPpYAM,False,,23150365,003OH00000VbKndYAF,001OH00000cY0hgYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:58:18.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T16:58:18.000+0000,005OH000007fgYjYAI,2025-10-20T16:58:19.000+0000,005OH000007fgYjYAI,2025-10-20T16:58:19.000+0000,(514)291-2526,,m.hanne@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcKdaYAE,False,,23146335,003OH00000Mj4m7YAB,001OH00000RZcavYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:55:57.000+0000,False,False,005OH000005URvxYAG,2025-10-20T15:55:57.000+0000,005OH000005URvxYAG,2025-10-20T15:55:57.000+0000,005OH000005URvxYAG,2025-10-20T15:55:57.000+0000,(780)999-9995,,timothyweberab@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcNefYAE,False,,23146254,003OH00000I2AU8YAN,001OH00000MBBl8YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:54:40.000+0000,False,False,0055o000001NWfMAAW,2025-10-20T15:54:40.000+0000,0055o000001NWfMAAW,2025-10-20T15:54:40.000+0000,0055o000001NWfMAAW,2025-10-20T15:54:40.000+0000,(416)456-3811,,sudeep.singla@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcNmjYAE,False,,23146266,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T15:54:50.000+0000,False,False,005OH000005URvxYAG,2025-10-20T15:54:50.000+0000,005OH000005URvxYAG,2025-10-20T15:54:50.000+0000,005OH000005URvxYAG,2025-10-20T15:54:50.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcPbgYAE,False,,23148239,0030A000003ZKdxQAG,0010A000004LZrjQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:25:02.000+0000,False,False,005OH00000865wTYAQ,2025-10-20T16:25:02.000+0000,005OH00000865wTYAQ,2025-10-20T16:25:03.000+0000,005OH00000865wTYAQ,2025-10-20T16:25:03.000+0000,(403)671-0067,(403) 671-0067,yunfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcSstYAE,False,,23147288,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:09:59.000+0000,False,False,005OH000005URvxYAG,2025-10-20T16:09:59.000+0000,005OH000005URvxYAG,2025-10-20T16:09:59.000+0000,005OH000005URvxYAG,2025-10-20T16:09:59.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcWwUYAU,False,,23150406,003OH000001jcDVYAY,001OH0000027IqMYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:59:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T16:59:01.000+0000,005OH000004Ir1xYAC,2025-10-20T16:59:01.000+0000,005OH000004Ir1xYAC,2025-10-20T16:59:01.000+0000,(403)399-1645,,srazon.elitefinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcXe3YAE,False,,23147802,0030A0000029n3uQAA,0010A000002w9yoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:18:05.000+0000,False,False,005OH000005URvxYAG,2025-10-20T16:18:05.000+0000,005OH000005URvxYAG,2025-10-20T16:18:06.000+0000,005OH000005URvxYAG,2025-10-20T16:18:06.000+0000,(780)814-1888,,hello@sherthelink.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcY5WYAU,False,,23151422,003G0000018f7DXIAY,0010A000002wPHTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:13:18.000+0000,False,False,005OH00000AdAzSYAV,2025-10-20T17:13:18.000+0000,005OH00000AdAzSYAV,2025-10-20T17:13:18.000+0000,005OH00000AdAzSYAV,2025-10-20T17:13:18.000+0000,(519)885-5177,(519) 575-8777,jody@loftwmg.ca,(226)240-9195,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcYgXYAU,False,,23147433,0030A0000029idVQAQ,0010A000002w6JOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:12:26.000+0000,False,False,005OH000005URvxYAG,2025-10-20T16:12:26.000+0000,005OH000005URvxYAG,2025-10-20T16:12:26.000+0000,005OH000005URvxYAG,2025-10-20T16:12:26.000+0000,(780)439-3535X2,780-990-8291,apexfinancialservicesinc@gmail.com,(780)439-2115,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcYtTYAU,False,,23148351,0030A0000029gbzQAA,0010A000002w4c5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:26:50.000+0000,False,False,005OH000005URvxYAG,2025-10-20T16:26:50.000+0000,005OH000005URvxYAG,2025-10-20T16:26:50.000+0000,005OH000005URvxYAG,2025-10-20T16:26:50.000+0000,(780)806-3097,,roxanne@cfspsc.ca,(780)842-5480,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcbZZYAY,False,,23147743,003G0000018f6lPIAQ,0010A000002wOn9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:17:04.000+0000,False,False,0050A000000XQhmQAG,2025-10-20T16:17:04.000+0000,0050A000000XQhmQAG,2025-10-20T16:17:04.000+0000,0050A000000XQhmQAG,2025-10-20T16:17:04.000+0000,(506)851-1734,,bill@discoveryfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcbmcYAA,False,,23149119,003OH00000AwSsbYAF,001OH00000DCnzyYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:38:35.000+0000,False,False,0055o000001NWfMAAW,2025-10-20T16:38:35.000+0000,0055o000001NWfMAAW,2025-10-20T16:38:35.000+0000,0055o000001NWfMAAW,2025-10-20T16:38:35.000+0000,(416)816-9633,,sachi.shen@meritrust.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dccLxYAI,False,,23147834,0030A0000029hqZQAQ,0010A000002w5eLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:18:35.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T16:18:35.000+0000,005OH000007fgYjYAI,2025-10-20T16:18:36.000+0000,005OH000007fgYjYAI,2025-10-20T16:18:36.000+0000,(581)701-2555,,dumontjeanmarcel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcdUwYAI,False,,23149660,0035o000005mx3UAAQ,0015o000006LDytAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:47:30.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T16:47:30.000+0000,0055o000002KxaMAAS,2025-10-20T16:47:31.000+0000,0055o000002KxaMAAS,2025-10-20T16:47:31.000+0000,(780)249-6888,(780) 906-7279,sandra.zuo@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcdwVYAQ,False,,23151018,0030A0000029p6OQAQ,0010A000002wBdHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:07:49.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T17:07:49.000+0000,005OH000007fgYjYAI,2025-10-20T17:07:49.000+0000,005OH000007fgYjYAI,2025-10-20T17:07:49.000+0000,(514)904-0329X1,(514) 814-7663,jeff@mfinc.ca,(514)666-0463,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dceu1YAA,False,,23148140,0030A0000029ob9QAA,0010A000002wBDRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:23:40.000+0000,False,False,005OH000005URvxYAG,2025-10-20T16:23:40.000+0000,005OH000005URvxYAG,2025-10-20T16:23:40.000+0000,005OH000005URvxYAG,2025-10-20T16:23:40.000+0000,(780)963-8945,,dan@danhoucher.com,(780)963-8943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dchTpYAI,False,,23152189,003G0000018f6xrIAA,0010A000002wP0VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:24:30.000+0000,False,False,005OH00000AdAzSYAV,2025-10-20T17:24:30.000+0000,005OH00000AdAzSYAV,2025-10-20T17:24:31.000+0000,005OH00000AdAzSYAV,2025-10-20T17:24:31.000+0000,(905)827-8066,(905) 334-7670,adam@madurifinancialgroup.com,(905)827-8066,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcjCBYAY,False,,23151153,0030A0000029YUWQA2,0010A000002vxuMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:09:33.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T17:09:33.000+0000,005OH000007fgYjYAI,2025-10-20T17:09:33.000+0000,005OH000007fgYjYAI,2025-10-20T17:09:33.000+0000,(514)983-4135,,brosseau@sympatico.ca,(514)227-5238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dco72YAA,False,,23151648,003G0000018f6RwIAI,0010A000002wOOHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:16:29.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T17:16:29.000+0000,0055o000002KxaMAAS,2025-10-20T17:16:29.000+0000,0055o000002KxaMAAS,2025-10-20T17:16:29.000+0000,(780)720-3018,(780) 720-3018,ted@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcpENYAY,False,,23150972,003G0000018f7TAIAY,0010A000002wPZkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:07:12.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T17:07:12.000+0000,0055o000002KxaMAAS,2025-10-20T17:07:13.000+0000,0055o000002KxaMAAS,2025-10-20T17:07:13.000+0000,(780)477-7241,,augold@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcqlXYAQ,False,,23150204,0030A000007r1F0QAI,0010A000008jR7KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:55:45.000+0000,False,False,005OH0000084GETYA2,2025-10-20T16:55:45.000+0000,005OH0000084GETYA2,2025-10-20T16:55:45.000+0000,005OH0000084GETYA2,2025-10-20T16:55:45.000+0000,(519)538-5541,(519) 538-5541,sean@gardhouse.ca,(519)538-4162,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcqqMYAQ,False,,23150054,003G0000018f7SPIAY,0010A000002wPYzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:53:38.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T16:53:38.000+0000,0055o000002KxaMAAS,2025-10-20T16:53:38.000+0000,0055o000002KxaMAAS,2025-10-20T16:53:38.000+0000,(780)428-7525,(780) 405-0874,dale@saberfinancial.net,(780)450-2532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcrXyYAI,False,,23150346,0030A00000BFTZvQAP,0010A00000BpmpiQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:58:03.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T16:58:03.000+0000,0055o000002KxaMAAS,2025-10-20T16:58:03.000+0000,0055o000002KxaMAAS,2025-10-20T16:58:03.000+0000,(780)875-2125,(780) 871-2082,andrew.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcw6BYAQ,False,,23150785,0030A00000CSdJ5QAL,0010A00000D3bhDQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:04:23.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T17:04:23.000+0000,005OH000007fgYjYAI,2025-10-20T17:04:24.000+0000,005OH000007fgYjYAI,2025-10-20T17:04:24.000+0000,(514)606-5626,,behrooz@babakhani.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcwkVYAQ,False,,23152148,0030A0000029nK7QAI,0010A000002wAD5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:23:49.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T17:23:49.000+0000,005OH000003ds0PYAQ,2025-10-20T17:23:50.000+0000,005OH000003ds0PYAQ,2025-10-20T17:23:50.000+0000,(905)434-8048,,,(905)436-5068,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcy7xYAA,False,,23150257,0030A00000B9LAWQA3,0010A00000Bjah8QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:35:24.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T16:56:40.000+0000,0055o000002DK5fAAG,2025-10-22T14:35:24.000+0000,0055o000002DK5fAAG,2025-10-22T14:35:24.000+0000,(416)756-8677,,vcake@insurinfo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcyHhYAI,False,,23153794,0030A0000029pVBQAY,0010A000002wBwVQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:48:39.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T17:48:39.000+0000,0055o000002DK5fAAG,2025-10-22T14:33:39.000+0000,0055o000002DK5fAAG,2025-10-22T14:33:39.000+0000,(905)639-8777,,bill.shutt@bellvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcyZNYAY,False,,23150299,003OH000002ai36YAA,001OH000003ENPlYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T16:57:16.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T16:57:16.000+0000,005OH000004Ir1xYAC,2025-10-20T16:57:17.000+0000,005OH000004Ir1xYAC,2025-10-20T16:57:17.000+0000,(587)777-4177,,akuziem@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dcz8sYAA,False,,23150526,0030A0000029YUWQA2,0010A000002vxuMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:00:48.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T17:00:48.000+0000,005OH000007fgYjYAI,2025-10-20T17:00:48.000+0000,005OH000007fgYjYAI,2025-10-20T17:00:48.000+0000,(514)983-4135,,brosseau@sympatico.ca,(514)227-5238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dczYkYAI,False,,23153518,0030A000004r2qbQAA,0010A000005cmgrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:44:19.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T17:44:19.000+0000,005OH000007fgYjYAI,2025-10-20T17:44:19.000+0000,005OH000007fgYjYAI,2025-10-20T17:44:20.000+0000,(418)802-9406,,info@stpierreservicesfinanciers.com,(418)622-3939,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dd1nNYAQ,False,,23150622,0030A0000029bcuQAA,0010A000002w0WGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:02:00.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T17:02:00.000+0000,005OH000007fgYjYAI,2025-10-20T17:02:00.000+0000,005OH000007fgYjYAI,2025-10-20T17:02:00.000+0000,(514)297-6228,(514) 591-5339,lee.aric@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dd3yzYAA,False,,23154635,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:01:47.000+0000,False,False,005OH00000245RQYAY,2025-10-20T18:01:47.000+0000,005OH00000245RQYAY,2025-10-20T18:01:48.000+0000,005OH00000245RQYAY,2025-10-20T18:01:48.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dd4OfYAI,False,,23150895,0030A00000AAWdkQAH,0010A00000AjW61QAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:06:11.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T17:06:11.000+0000,005OH000007fgYjYAI,2025-10-20T17:06:12.000+0000,005OH000007fgYjYAI,2025-10-20T17:06:12.000+0000,(514)901-6046,,ricardo@gestionrp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dd5xTYAQ,False,,23153993,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:51:42.000+0000,False,False,005OH000002N6huYAC,2025-10-20T17:51:42.000+0000,005OH000002N6huYAC,2025-10-20T17:51:43.000+0000,005OH000002N6huYAC,2025-10-20T17:51:43.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dd6FHYAY,False,,23152857,003G0000018f6ryIAA,0010A000002wOtiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:34:18.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T17:34:18.000+0000,0055o000002KxaMAAS,2025-10-20T17:34:19.000+0000,0055o000002KxaMAAS,2025-10-20T17:34:19.000+0000,(780)702-5807X226,(780) 405-6734,don@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dd784YAA,False,,23154597,003G000001IkUzjIAF,0010A000002wSCfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:01:08.000+0000,False,False,005OH00000245RQYAY,2025-10-20T18:01:08.000+0000,005OH00000245RQYAY,2025-10-20T18:01:08.000+0000,005OH00000245RQYAY,2025-10-20T18:01:08.000+0000,(514)918-9466,,james.orr@jamericfsaservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddANfYAM,False,,23155126,0030A0000029o7sQAA,0010A000002wAqDQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:08:38.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T18:08:38.000+0000,0055o000002DK5fAAG,2025-10-20T18:08:38.000+0000,0055o000002DK5fAAG,2025-10-20T18:08:38.000+0000,(416)657-2057X2,,pardill@ardillfinancial.com,(905)841-0782,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddBuqYAE,False,,23154057,003G0000018f6etIAA,0010A000002wOcvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:52:57.000+0000,False,False,005OH000002N6huYAC,2025-10-20T17:52:57.000+0000,005OH000002N6huYAC,2025-10-20T17:52:57.000+0000,005OH000002N6huYAC,2025-10-20T17:52:57.000+0000,(450)486-7244,(514) 862-7636 Do Not call cell,alain.sagi@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddCPTYA2,False,,23154331,0035o000007Dv1BAAS,0015o000007u8VRAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:57:04.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T17:57:04.000+0000,005OH000007fgYjYAI,2025-10-20T17:57:05.000+0000,005OH000007fgYjYAI,2025-10-20T17:57:05.000+0000,(418)928-0818,,antoinetf@servicesfinanciersatf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddHXBYA2,False,,23152486,0030A0000029a3PQAQ,0010A000002vzH5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:28:17.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T17:28:17.000+0000,005OH000003ds0PYAQ,2025-10-20T17:28:18.000+0000,005OH000003ds0PYAQ,2025-10-20T17:28:18.000+0000,(705)560-5475,,karen@sawyerandassociates.ca,(705)524-6046,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddIOPYA2,False,,23152564,0031600002G7TxKAAV,0010A000002wNGnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:29:26.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T17:29:26.000+0000,0050A000000WjqvQAC,2025-10-20T17:29:26.000+0000,0050A000000WjqvQAC,2025-10-20T17:29:26.000+0000,(613) 232-4577x105,,asaint@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddJnYYAU,False,,23153315,0030A00000B9LAWQA3,0010A00000Bjah8QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:41:23.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T17:41:23.000+0000,0055o000002DK5fAAG,2025-10-20T17:41:24.000+0000,0055o000002DK5fAAG,2025-10-20T17:41:24.000+0000,(416)756-8677,,vcake@insurinfo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddMS6YAM,False,,23157451,0030A0000029jOhQAI,0010A000002w6vFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:44:00.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T18:44:00.000+0000,005OH000004oiYEYAY,2025-10-20T18:44:00.000+0000,005OH000004oiYEYAY,2025-10-20T18:44:00.000+0000,(519)669-1611,,romanok@josslin.com,(519)669-5482,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddOQcYAM,False,,23153755,003G0000024MfxAIAS,0010A000002wTA5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:47:59.000+0000,False,False,005OH00000245RQYAY,2025-10-20T17:47:59.000+0000,005OH00000245RQYAY,2025-10-20T17:47:59.000+0000,005OH00000245RQYAY,2025-10-20T17:47:59.000+0000,(450)687-3971,(514) 715-7681,joseph@vaultgrp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddOfAYAU,False,,23154505,003G0000018f6kdIAA,0010A000002wOmNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:59:50.000+0000,False,False,005OH000002N6huYAC,2025-10-20T17:59:50.000+0000,005OH000002N6huYAC,2025-10-20T17:59:51.000+0000,005OH000002N6huYAC,2025-10-20T17:59:51.000+0000,(450)536-0875X3,(514) 996-7117,alain.proulx@trinum.ca,(450)536-1827,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddPsyYAE,False,,23156419,0030A0000029XqVQAU,0010A000002vxMmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:28:36.000+0000,False,False,0055o000001NWfMAAW,2025-10-20T18:28:36.000+0000,0055o000001NWfMAAW,2025-10-20T18:28:37.000+0000,0055o000001NWfMAAW,2025-10-20T18:28:37.000+0000,(416)660-1488,,farlene.soong@gmail.com,(416)999-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddQ0zYAE,False,,23153379,003G0000018f6SAIAY,0010A000002wOOVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:42:15.000+0000,False,False,005OH000002N6huYAC,2025-10-20T17:42:15.000+0000,005OH000002N6huYAC,2025-10-20T17:42:15.000+0000,005OH000002N6huYAC,2025-10-20T17:42:15.000+0000,(450)672-3434,(514) 809-9665,france@gfintegrale.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddQIkYAM,False,,23154060,0030A000006YfV0QAK,0010A000007Jv1dQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:53:00.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T17:53:00.000+0000,0050A000000Hq5PQAS,2025-10-20T17:53:00.000+0000,0050A000000Hq5PQAS,2025-10-20T17:53:00.000+0000,(416)475-5926,(416) 475-5926,joe@filicefinancial.com,(416)475-5926,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddSPNYA2,False,,23153638,003G0000018f7T1IAI,0010A000002wPZbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:46:11.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T17:46:11.000+0000,0055o000002KxaMAAS,2025-10-20T17:46:11.000+0000,0055o000002KxaMAAS,2025-10-20T17:46:11.000+0000,(780)988-9429,(780) 720-6720,murray@buchananinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddSipYAE,False,,23156346,003OH00000EZ1ywYAD,001OH00000IHJ8pYAH,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,005G0000002gxxjIAA,2025-10-20T18:27:27.000+0000,005G0000002gxxjIAA,2025-10-20T18:28:31.000+0000,005G0000002gxxjIAA,2025-10-20T18:28:31.000+0000,(438)388-1711,,mathieubc@boisclairsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddT0TYAU,False,,23153732,003G0000018f6pMIAQ,0010A000002wOr5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:47:38.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T17:47:38.000+0000,0050A000000Hq5PQAS,2025-10-20T17:47:39.000+0000,0050A000000Hq5PQAS,2025-10-20T17:47:39.000+0000,(705)745-1324,7057685356,david@stonepathpw.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddT0UYAU,False,,23153853,003G0000018f6pMIAQ,0010A000002wOr5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:49:18.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T17:49:18.000+0000,0050A000000Hq5PQAS,2025-10-20T17:49:18.000+0000,0050A000000Hq5PQAS,2025-10-20T17:49:18.000+0000,(705)745-1324,7057685356,david@stonepathpw.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddTtJYAU,False,,23153817,003G0000018f6buIAA,0010A000002wOZCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:48:54.000+0000,False,False,005OH000002N6huYAC,2025-10-20T17:48:54.000+0000,005OH000002N6huYAC,2025-10-20T17:48:54.000+0000,005OH000002N6huYAC,2025-10-20T17:48:54.000+0000,(450)674-8999,(514) 294-1011 Do not call,micheline.hotte@gestiontrinergia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddU4gYAE,False,,23157012,0030A0000029XqVQAU,0010A000002vxMmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:37:13.000+0000,False,False,0055o000001NWfMAAW,2025-10-20T18:37:13.000+0000,0055o000001NWfMAAW,2025-10-20T18:37:13.000+0000,0055o000001NWfMAAW,2025-10-20T18:37:13.000+0000,(416)660-1488,,farlene.soong@gmail.com,(416)999-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddX5hYAE,False,,23154170,0030A0000029YKsQAM,0010A000002vxn8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T17:54:47.000+0000,False,False,005OH00000AdAzSYAV,2025-10-20T17:54:47.000+0000,005OH00000AdAzSYAV,2025-10-20T17:54:47.000+0000,005OH00000AdAzSYAV,2025-10-20T17:54:47.000+0000,(519)831-9744,,geoff.hornby@argentumfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddXqaYAE,False,,23156687,0030A0000029btMQAQ,0010A000002w0jZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:32:32.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T18:32:32.000+0000,0055o000002DK5fAAG,2025-10-20T18:32:32.000+0000,0055o000002DK5fAAG,2025-10-20T18:32:32.000+0000,(905)646-5000,2899692206,bill.brewer@ipcc.org,(905)646-0075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddbMDYAY,False,,23154572,0030A00000BePGYQA3,0010A00000CEXsOQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:00:46.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T18:00:46.000+0000,005OH000007fgYjYAI,2025-10-20T18:00:46.000+0000,005OH000007fgYjYAI,2025-10-20T18:00:46.000+0000,(514)942-8898,,audree.dechamplain@ndcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddbhDYAQ,False,,23155933,003G0000018f6gEIAQ,0010A000002wOeFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:21:14.000+0000,False,False,005OH0000030c5BYAQ,2025-10-20T18:21:14.000+0000,005OH0000030c5BYAQ,2025-10-20T18:21:15.000+0000,005OH0000030c5BYAQ,2025-10-20T18:21:15.000+0000,(705)746-7532,(705) 746-0128,kelly@soundwealthfinancial.ca,(705)746-7532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddbxLYAQ,False,,23156426,0030A0000029jaMQAQ,0010A000002w75JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:28:41.000+0000,False,False,005OH0000084GETYA2,2025-10-20T18:28:41.000+0000,005OH0000084GETYA2,2025-10-20T18:28:41.000+0000,005OH0000084GETYA2,2025-10-20T18:28:41.000+0000,(416)420-1903,,dgbinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dddcXYAQ,False,,23154845,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:04:36.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T18:04:36.000+0000,0050A000000Hq5PQAS,2025-10-20T18:04:36.000+0000,0050A000000Hq5PQAS,2025-10-20T18:04:36.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddeQXYAY,False,,23154921,003OH00000GEwMIYA1,001OH00000KAVgZYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:05:39.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T18:05:39.000+0000,005OH000007fgYjYAI,2025-10-20T18:05:40.000+0000,005OH000007fgYjYAI,2025-10-20T18:05:40.000+0000,(450)766-1761,,alemieux@assante.com,(450)766-1762,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddf4uYAA,False,,23155359,003G0000018f6UsIAI,0010A000002wORZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:12:07.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T18:12:07.000+0000,0050A000000WjqvQAC,2025-10-20T18:12:08.000+0000,0050A000000WjqvQAC,2025-10-20T18:12:08.000+0000,(613)591-0337,(613) 415-4854,michael.lutes@ecivda.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddfT7YAI,False,,23156696,003OH00000EZ1ywYAD,001OH00000IHJ8pYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:32:44.000+0000,False,False,005G0000002gxxjIAA,2025-10-20T18:32:44.000+0000,005G0000002gxxjIAA,2025-10-20T18:32:44.000+0000,005G0000002gxxjIAA,2025-10-20T18:32:44.000+0000,(438)388-1711,,mathieubc@boisclairsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddgc1YAA,False,,23155113,0030A0000029Y96QAE,0010A000002vxeoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:08:20.000+0000,False,False,005G0000002gxxjIAA,2025-10-20T18:08:20.000+0000,005G0000002gxxjIAA,2025-10-20T18:08:21.000+0000,005G0000002gxxjIAA,2025-10-20T18:08:21.000+0000,(450)314-1922,,patrick@dsf-dubois.ca,(514)907-7603,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddhZsYAI,False,,23158559,003OH00000EJeHvYAL,001OH00000I0L0ZYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:01:00.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:01:00.000+0000,005OH000005URvxYAG,2025-10-20T19:01:00.000+0000,005OH000005URvxYAG,2025-10-20T19:01:00.000+0000,(780)781-8909,,shrey.kothari@visioncu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddjgMYAQ,False,,23155417,003G0000018f794IAA,0010A000002wPCNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:13:14.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T18:13:14.000+0000,0050A000000Hq5PQAS,2025-10-20T18:13:15.000+0000,0050A000000Hq5PQAS,2025-10-20T18:13:15.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddjmoYAA,False,,23155914,003G000001D3Rg9IAF,0010A000002wRt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:20:51.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T18:20:51.000+0000,0050A000000Hq5PQAS,2025-10-20T18:20:51.000+0000,0050A000000Hq5PQAS,2025-10-20T18:20:51.000+0000,(905)442-2155,(416) 818-0791,peter.killam@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddjurYAA,False,,23155430,0030A0000029mLTQAY,0010A000002w9LCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:13:26.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T18:13:26.000+0000,005OH000003ds0PYAQ,2025-10-20T18:13:27.000+0000,005OH000003ds0PYAQ,2025-10-20T18:13:27.000+0000,(613)530-5006,,kwright@wrightwealthstrategies.com,(613)546-9487,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddlFAYAY,False,,23157073,0030A0000029b8zQAA,0010A000002w0AtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:38:03.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T18:38:03.000+0000,0055o000001h4cFAAQ,2025-10-20T18:38:04.000+0000,0055o000001h4cFAAQ,2025-10-20T18:38:04.000+0000,(204)571-3856,,jennifer.seib@fusionfinancialstrategies.com,(204)773-4379,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddlbiYAA,False,,23155748,003G0000018f77yIAA,0010A000002wPBHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:18:29.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T18:18:29.000+0000,0050A000000Hq5PQAS,2025-10-20T18:18:30.000+0000,0050A000000Hq5PQAS,2025-10-20T18:18:30.000+0000,(416)524-4117,(416) 524-4117,virendra@vkgfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddljlYAA,False,,23155641,003G0000018f6j7IAA,0010A000002wOjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:16:38.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T18:16:38.000+0000,0050A000000Hq5PQAS,2025-10-20T18:16:38.000+0000,0050A000000Hq5PQAS,2025-10-20T18:16:38.000+0000,(416)576-8491,(416) 576-8491,ash@chitralafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddlocYAA,False,,23156941,003G0000018f6pNIAQ,0010A000002wOr6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:36:10.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T18:36:10.000+0000,0055o000001h4cFAAQ,2025-10-20T18:36:11.000+0000,0055o000001h4cFAAQ,2025-10-20T18:36:11.000+0000,(204)367-9572,(204) 781-0991,steve@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddlogYAA,False,,23158648,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:02:21.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:02:21.000+0000,005OH000005URvxYAG,2025-10-20T19:02:22.000+0000,005OH000005URvxYAG,2025-10-20T19:02:22.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddm6LYAQ,False,,23155695,0035o000003BmchAAC,001G000000urMrjIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:17:30.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T18:17:30.000+0000,0050A000000WjqvQAC,2025-10-20T18:17:31.000+0000,0050A000000WjqvQAC,2025-10-20T18:17:31.000+0000,(613) 398-1394,,norm@kellarfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddnLlYAI,False,,23155814,003G0000018f7EMIAY,0010A000002wPJ9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:19:31.000+0000,False,False,0050A000000Hq5PQAS,2025-10-20T18:19:31.000+0000,0050A000000Hq5PQAS,2025-10-20T18:19:31.000+0000,0050A000000Hq5PQAS,2025-10-20T18:19:31.000+0000,(705)745-1324,(705) 741-9786,david@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddql5YAA,False,,23156498,0030A00000CeKfiQAF,0010A00000DFls5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:29:39.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T18:29:39.000+0000,005OH000007fgYjYAI,2025-10-20T18:29:40.000+0000,005OH000007fgYjYAI,2025-10-20T18:29:40.000+0000,(514)912-5309,,c.laventure@monchoixfinancier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddqzcYAA,False,,23158744,0030A0000029jIwQAI,0010A000002w6qNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:03:47.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:03:47.000+0000,005OH000005URvxYAG,2025-10-20T19:03:47.000+0000,005OH000005URvxYAG,2025-10-20T19:03:47.000+0000,(780)722-8482,,craig.anheliger@awme.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddrHJYAY,False,,23156264,0030A0000029XqVQAU,0010A000002vxMmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:26:09.000+0000,False,False,0055o000001NWfMAAW,2025-10-20T18:26:09.000+0000,0055o000001NWfMAAW,2025-10-20T18:26:10.000+0000,0055o000001NWfMAAW,2025-10-20T18:26:10.000+0000,(416)660-1488,,farlene.soong@gmail.com,(416)999-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddralYAA,False,,23161253,003G0000018f7SHIAY,0010A000002wPYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:41:39.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T19:41:39.000+0000,0055o000002KxaMAAS,2025-10-20T19:41:40.000+0000,0055o000002KxaMAAS,2025-10-20T19:41:40.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddrsUYAQ,False,,23157719,0030A0000029WFZQA2,0010A000002vw2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:48:21.000+0000,False,False,005OH0000084GETYA2,2025-10-20T18:48:21.000+0000,005OH0000084GETYA2,2025-10-20T18:48:21.000+0000,005OH0000084GETYA2,2025-10-20T18:48:21.000+0000,(416)661-9155,(289) 383-0993 patricia),edgar@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddsRtYAI,False,,23156372,0030A0000029dJoQAI,0010A000002w1seQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:27:51.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T18:27:51.000+0000,005OH000007fgYjYAI,2025-10-20T18:27:51.000+0000,005OH000007fgYjYAI,2025-10-20T18:27:51.000+0000,(418)915-6302,,carmelle.trepanier@videotron.ca,(418)915-6304,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddtmDYAQ,False,,23157794,0035o000006DQiSAAW,0015o000006izA0AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:49:14.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T18:49:14.000+0000,005OH000004oiYEYAY,2025-10-20T18:49:14.000+0000,005OH000004oiYEYAY,2025-10-20T18:49:14.000+0000,(519)821-0391,,roccoromeo@live.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddvBLYAY,False,,23158599,0030A0000029btMQAQ,0010A000002w0jZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:01:29.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T19:01:29.000+0000,0055o000002DK5fAAG,2025-10-22T14:32:57.000+0000,0055o000002DK5fAAG,2025-10-22T14:32:57.000+0000,(905)646-5000,2899692206,bill.brewer@ipcc.org,(905)646-0075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddw5mYAA,False,,23158977,0035o000005o6DtAAI,0015o000006MDABAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:06:51.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T19:06:51.000+0000,0055o000001h4cFAAQ,2025-10-20T19:06:51.000+0000,0055o000001h4cFAAQ,2025-10-20T19:06:51.000+0000,(204)981-6532,(204) 981-6532,ryan.hutton@protectyournet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddxmfYAA,False,,23159638,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:16:42.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T19:16:42.000+0000,0055o000001h4cFAAQ,2025-10-20T19:16:43.000+0000,0055o000001h4cFAAQ,2025-10-20T19:16:43.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddz3ZYAQ,False,,23157130,003OH00000H2UjPYAV,001OH00000L4B2QYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:38:54.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T18:38:54.000+0000,0055o000001h4cFAAQ,2025-10-20T18:38:54.000+0000,0055o000001h4cFAAQ,2025-10-20T18:38:54.000+0000,(204)474-2929,(204)802-5649,samantha@yourstylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddzhtYAA,False,,23157195,003OH00000SUOb7YAH,001OH00000YgLMMYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:39:58.000+0000,False,False,0055o000002KxmIAAS,2025-10-20T18:39:58.000+0000,0055o000002KxmIAAS,2025-10-20T18:39:59.000+0000,0055o000002KxmIAAS,2025-10-20T18:39:59.000+0000,(519)235-1359,,rob@robertntait.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ddzrZYAQ,False,,23157209,0035o000007brGfAAI,0015o000008IQekAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:40:04.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T18:40:04.000+0000,005OH000004oiYEYAY,2025-10-20T18:40:05.000+0000,005OH000004oiYEYAY,2025-10-20T18:40:05.000+0000,(519)772-3059X1039,x1039,sritter@avantiwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000de1esYAA,False,,23157629,0030A0000029m3oQAA,0010A000002w958QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:46:51.000+0000,False,False,005OH000004oiYEYAY,2025-10-20T18:46:51.000+0000,005OH000004oiYEYAY,2025-10-20T18:46:51.000+0000,005OH000004oiYEYAY,2025-10-20T18:46:51.000+0000,(226)929-9012,,lorraine@asage.ca,(519)578-3054,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000de5FUYAY,False,,23158753,003G0000018f73TIAQ,0010A000002wP6nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:03:50.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T19:03:50.000+0000,0055o000002KxaMAAS,2025-10-20T19:03:50.000+0000,0055o000002KxaMAAS,2025-10-20T19:03:50.000+0000,(780)440-0733,,andrew@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000de5cEYAQ,False,,23163538,0030A0000072DmVQAU,0010A000007sv6UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:20:45.000+0000,False,False,005OH0000084GETYA2,2025-10-20T20:20:45.000+0000,005OH0000084GETYA2,2025-10-20T20:20:46.000+0000,005OH0000084GETYA2,2025-10-20T20:20:46.000+0000,(289)291-3905,(905) 616-5415,richard@richardweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000de6WfYAI,False,,23162986,003OH00000On89uYAB,001OH00000U9ZyNYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:10:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T20:10:59.000+0000,005OH000004Ir1xYAC,2025-10-20T20:11:00.000+0000,005OH000004Ir1xYAC,2025-10-20T20:11:00.000+0000,(403)930-0217,,ejohanson@cardinal.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000de6t8YAA,False,,23163017,0030A00000BUt73QAD,0010A00000C53tNQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:11:34.000+0000,False,False,005G0000002gxxjIAA,2025-10-20T20:11:34.000+0000,005G0000002gxxjIAA,2025-10-20T20:11:34.000+0000,005G0000002gxxjIAA,2025-10-20T20:11:34.000+0000,(514)822-4270,514-822-4288,yannick.decosse@iggpp.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000de92xYAA,False,,23159850,003G0000018f6WUIAY,0010A000002wOTAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:19:44.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T19:19:44.000+0000,0055o000002KxaMAAS,2025-10-20T19:19:44.000+0000,0055o000002KxaMAAS,2025-10-20T19:19:44.000+0000,(780)702-5807X224,,nathan@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deAQQYA2,False,,23158963,0030A0000029oMzQAI,0010A000002wB1mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:06:41.000+0000,False,False,0055o000001NWfMAAW,2025-10-20T19:06:41.000+0000,0055o000001NWfMAAW,2025-10-20T19:06:41.000+0000,0055o000001NWfMAAW,2025-10-20T19:06:41.000+0000,(905)707-1087,(647) 219-4048,lestypawid@yahoo.ca,(905)731-8503,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deAv3YAE,False,,23158428,0035o000006wg5AAAQ,0015o000007Z021AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T18:58:51.000+0000,False,False,0055o000001NWfMAAW,2025-10-20T18:58:51.000+0000,0055o000001NWfMAAW,2025-10-20T18:58:52.000+0000,0055o000001NWfMAAW,2025-10-20T18:58:52.000+0000,(905)479-5806,,camillefinancial@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deDDCYA2,False,,23164112,0030A0000029a7sQAA,0010A000002vzL9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:31:44.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:31:44.000+0000,005OH000005URvxYAG,2025-10-20T20:31:44.000+0000,005OH000005URvxYAG,2025-10-20T20:31:44.000+0000,(780)709-5319,,jothiamoo@gmail.com,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deDOHYA2,False,,23158703,0030A0000029btMQAQ,0010A000002w0jZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:03:05.000+0000,False,False,0055o000002DK5fAAG,2025-10-20T19:03:05.000+0000,0055o000002DK5fAAG,2025-10-20T19:03:05.000+0000,0055o000002DK5fAAG,2025-10-20T19:03:05.000+0000,(905)646-5000,2899692206,bill.brewer@ipcc.org,(905)646-0075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deEDtYAM,False,,23158772,003G0000018f6RuIAI,0010A000002wOOFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:04:05.000+0000,False,False,0050A000000WjqvQAC,2025-10-20T19:04:05.000+0000,0050A000000WjqvQAC,2025-10-20T19:04:06.000+0000,0050A000000WjqvQAC,2025-10-20T19:04:06.000+0000,(613)267-3550,,dave@twealthsolutions.ca,(613)267-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deElnYAE,False,,23159193,003OH000001eZWMYA2,001OH0000020TVYYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:10:14.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T19:10:14.000+0000,005OH000004Ir1xYAC,2025-10-20T19:10:15.000+0000,005OH000004Ir1xYAC,2025-10-20T19:10:15.000+0000,(403)797-2495,,angeladimiri@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deF1yYAE,False,,23162521,003OH00000WA3NPYA1,001OH00000dL2WwYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:02:34.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:02:34.000+0000,005OH000005URvxYAG,2025-10-20T20:02:34.000+0000,005OH000005URvxYAG,2025-10-20T20:02:34.000+0000,(403)473-1633,,nicole.taylor@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deF59YAE,False,,23159636,003OH00000TN9I6YAL,001OH00000Zm0XuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:16:39.000+0000,False,False,0050A000000XQhmQAG,2025-10-20T19:16:39.000+0000,0050A000000XQhmQAG,2025-10-20T19:16:40.000+0000,0050A000000XQhmQAG,2025-10-20T19:16:40.000+0000,(416)892-0790,,jacklyn@changinglanesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deFczYAE,False,,23158914,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:06:04.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:06:04.000+0000,005OH000005URvxYAG,2025-10-20T19:06:04.000+0000,005OH000005URvxYAG,2025-10-20T19:06:04.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deGIzYAM,False,,23160938,003OH00000CnAIjYAN,001OH00000FMS0GYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:36:26.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:36:26.000+0000,005OH000005URvxYAG,2025-10-20T19:36:26.000+0000,005OH000005URvxYAG,2025-10-20T19:36:26.000+0000,(403)966-8509,,sran.sarb@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deGlxYAE,False,,23159023,003OH000001eZWNYA2,001OH0000020TVZYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:07:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T19:07:39.000+0000,005OH000004Ir1xYAC,2025-10-20T19:07:39.000+0000,005OH000004Ir1xYAC,2025-10-20T19:07:39.000+0000,(403)586-1754,,sara@barnescapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deI7vYAE,False,,23161207,0030A000007r1F0QAI,0010A000008jR7KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:40:45.000+0000,False,False,005OH0000084GETYA2,2025-10-20T19:40:45.000+0000,005OH0000084GETYA2,2025-10-20T19:40:45.000+0000,005OH0000084GETYA2,2025-10-20T19:40:45.000+0000,(519)538-5541,(519) 538-5541,sean@gardhouse.ca,(519)538-4162,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deIFtYAM,False,,23159216,0030A0000029btMQAQ,0010A000002w0jZQAQ,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000002DK5fAAG,2025-10-20T19:10:33.000+0000,0055o000002DK5fAAG,2025-10-22T14:32:20.000+0000,0055o000002DK5fAAG,2025-10-22T14:32:20.000+0000,(905)646-5000,2899692206,bill.brewer@ipcc.org,(905)646-0075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deJ2IYAU,False,,23159339,003OH000001Oq05YAC,001OH000001fPxxYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:12:33.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T19:12:33.000+0000,005OH000004Ir1xYAC,2025-10-20T19:12:33.000+0000,005OH000004Ir1xYAC,2025-10-20T19:12:33.000+0000,(403)870-8167,,hardied@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deJohYAE,False,,23159510,0030A0000080W1UQAU,0010A000008sz5MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:14:59.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:14:59.000+0000,005OH000005URvxYAG,2025-10-20T19:14:59.000+0000,005OH000005URvxYAG,2025-10-20T19:14:59.000+0000,(587)501-4862,,flora.tie7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deLQfYAM,False,,23159568,0030A0000029mB1QAI,0010A000002w9BDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:15:44.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:15:44.000+0000,005OH000005URvxYAG,2025-10-20T19:15:45.000+0000,005OH000005URvxYAG,2025-10-20T19:15:45.000+0000,(780)456-4976,,olivia@telusplanet.net,(780)456-8348,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deLnHYAU,False,,23160589,0035o000007QhejAAC,0015o0000087L4dAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:30:42.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T19:30:42.000+0000,005OH000003ds0PYAQ,2025-10-20T19:30:43.000+0000,005OH000003ds0PYAQ,2025-10-20T19:30:43.000+0000,(613)717-5100,,ryan_kate84@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deNU8YAM,False,,23161015,0030A00000CSdJ5QAL,0010A00000D3bhDQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:37:42.000+0000,False,False,005OH000007fgYjYAI,2025-10-20T19:37:42.000+0000,005OH000007fgYjYAI,2025-10-20T19:37:43.000+0000,005OH000007fgYjYAI,2025-10-20T19:37:43.000+0000,(514)606-5626,,behrooz@babakhani.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deRCkYAM,False,,23160803,0035o000007Hs3jAAC,0015o000007yNOXAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:34:12.000+0000,False,False,005OH000006owoYYAQ,2025-10-20T19:34:12.000+0000,005OH000006owoYYAQ,2025-10-20T19:34:13.000+0000,005OH000006owoYYAQ,2025-10-20T19:34:13.000+0000,(306)535-4517,,stephanie@pittsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deS2LYAU,False,,23160273,003OH000001MFJFYA4,001OH000001bxjlYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:26:26.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T19:26:26.000+0000,005OH000004Ir1xYAC,2025-10-20T19:26:27.000+0000,005OH000004Ir1xYAC,2025-10-20T19:26:27.000+0000,(587)969-1929,,jm.confirmation1925@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deSqMYAU,False,,23160428,0035o000007mqkqAAA,0015o000008VZ7uAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:28:17.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T19:28:17.000+0000,005OH000004Ir1xYAC,2025-10-20T19:28:17.000+0000,005OH000004Ir1xYAC,2025-10-20T19:28:17.000+0000,(587)443-1535,,ira.periard@theestateadvisoryboard.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deTGDYA2,False,,23162369,0030A0000029jkOQAQ,0010A000002w7ClQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:00:02.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T20:00:02.000+0000,005OH000003ds0PYAQ,2025-10-20T20:00:02.000+0000,005OH000003ds0PYAQ,2025-10-20T20:00:02.000+0000,(705)748-6602,,jason@kawarthafinancial.com,(877)838-9866,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deUk6YAE,False,,23160665,0030A0000029kB9QAI,0010A000002w7XeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:31:44.000+0000,False,False,0055o000001NWfMAAW,2025-10-20T19:31:44.000+0000,0055o000001NWfMAAW,2025-10-20T19:31:45.000+0000,0055o000001NWfMAAW,2025-10-20T19:31:45.000+0000,(416)230-2896,,winnieyun8@hotmail.com,(905)943-9979,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deUlkYAE,False,,23161136,0035o000007a552AAA,0015o000008GY6MAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:39:47.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:39:47.000+0000,005OH000005URvxYAG,2025-10-20T19:39:47.000+0000,005OH000005URvxYAG,2025-10-20T19:39:47.000+0000,(587)525-9688,,sallouche@lloydsadd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deUyeYAE,False,,23161700,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:49:11.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:49:11.000+0000,005OH000005URvxYAG,2025-10-20T19:49:11.000+0000,005OH000005URvxYAG,2025-10-20T19:49:11.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deVZkYAM,False,,23161366,003OH00000G2grgYAB,001OH00000JxNozYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:43:29.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:43:29.000+0000,005OH000005URvxYAG,2025-10-20T19:43:29.000+0000,005OH000005URvxYAG,2025-10-20T19:43:29.000+0000,(587)501-0104,,o.patel6@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deWluYAE,False,,23161187,0030A0000029VNPQA2,0010A000002vvIMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:40:31.000+0000,False,False,005OH000006owoYYAQ,2025-10-20T19:40:31.000+0000,005OH000006owoYYAQ,2025-10-20T19:40:32.000+0000,005OH000006owoYYAQ,2025-10-20T19:40:32.000+0000,(306)661-8448,,lelliot@rowanfinancial.ca,(306)662-3884,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deXTSYA2,False,,23161331,0035o000007brGeAAI,0015o000008IQejAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:42:49.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T19:42:49.000+0000,005OH000004Ir1xYAC,2025-10-20T19:42:49.000+0000,005OH000004Ir1xYAC,2025-10-20T19:42:49.000+0000,(780)267-8487,,sasha.macdonald@veritylifesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deXWfYAM,False,,23160886,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:35:27.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T19:35:27.000+0000,0055o000001h4cFAAQ,2025-10-20T19:35:28.000+0000,0055o000001h4cFAAQ,2025-10-20T19:35:28.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deXd8YAE,False,,23161320,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:42:40.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T19:42:40.000+0000,0055o000001h4cFAAQ,2025-10-20T19:42:41.000+0000,0055o000001h4cFAAQ,2025-10-20T19:42:41.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deZyKYAU,False,,23162649,0031600002a9N1sAAE,0010A000002wOHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:04:43.000+0000,False,False,0050A000000XQhmQAG,2025-10-20T20:04:43.000+0000,0050A000000XQhmQAG,2025-10-20T20:04:43.000+0000,0050A000000XQhmQAG,2025-10-20T20:04:43.000+0000,(902)401-4166,(902) 401-4166,djones@ldwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deahSYAQ,False,,23163685,0030A00000A8AwFQAV,0010A00000Ah5NKQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:23:23.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:23:23.000+0000,005OH000005URvxYAG,2025-10-20T20:23:23.000+0000,005OH000005URvxYAG,2025-10-20T20:23:23.000+0000,(780)702-0445X107,,sheila@gbenefits.ca,(780)702-0768,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dear7YAA,False,,23161250,003OH00000I2AU5YAN,001OH00000MBBl5YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:41:38.000+0000,False,False,005OH000005URvxYAG,2025-10-20T19:41:38.000+0000,005OH000005URvxYAG,2025-10-20T19:41:38.000+0000,005OH000005URvxYAG,2025-10-20T19:41:38.000+0000,(780)700-4056,,vladimir.d@g2gfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dec6dYAA,False,,23164072,003OH00000UqArjYAF,001OH00000bcVrzYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:30:53.000+0000,False,False,0055o000001NWfMAAW,2025-10-20T20:30:53.000+0000,0055o000001NWfMAAW,2025-10-20T20:30:54.000+0000,0055o000001NWfMAAW,2025-10-20T20:30:54.000+0000,(647)863-9266,,lanlin@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000decBXYAY,False,,23164713,0030A0000029dB7QAI,0010A000002w1kWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:43:38.000+0000,False,False,005OH00000865wTYAQ,2025-10-20T20:43:38.000+0000,005OH00000865wTYAQ,2025-10-20T20:43:38.000+0000,005OH00000865wTYAQ,2025-10-20T20:43:38.000+0000,(780)462-8499,,,(877)314-9485,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dechfYAA,False,,23162100,0030A0000029VnJQAU,0010A000002vvf8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:55:35.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T19:55:35.000+0000,005OH000003ds0PYAQ,2025-10-20T19:55:36.000+0000,005OH000003ds0PYAQ,2025-10-20T19:55:36.000+0000,(905)425-5327,,vws@live.ca,(905)425-5362,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000ded9BYAQ,False,,23165598,003OH00000KDSz8YAH,001OH00000OgphuYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:03:13.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T21:03:13.000+0000,005OH000004Ir1xYAC,2025-10-20T21:03:13.000+0000,005OH000004Ir1xYAC,2025-10-20T21:03:13.000+0000,(403)247-9275,,lisa@trailanefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dedHBYAY,False,,23162674,003OH00000IL8LCYA1,001OH00000MWbPlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:05:06.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:05:06.000+0000,005OH000005URvxYAG,2025-10-20T20:05:06.000+0000,005OH000005URvxYAG,2025-10-20T20:05:06.000+0000,(780)618-6329,,tom.plocica@ts-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000defKYYAY,False,,23161909,003G000001B4XzuIAF,0010A000002wQI8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:52:43.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T19:52:43.000+0000,0055o000002KxaMAAS,2025-10-20T19:52:44.000+0000,0055o000002KxaMAAS,2025-10-20T19:52:44.000+0000,(780)465-5201,(780) 499-5705,margaret@fdgteam.com,(780)469-6089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000defdxYAA,False,,23163217,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:14:54.000+0000,False,False,0055o000001h4cFAAQ,2025-10-20T20:14:54.000+0000,0055o000001h4cFAAQ,2025-10-20T20:14:55.000+0000,0055o000001h4cFAAQ,2025-10-20T20:14:55.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000degyBYAQ,False,,23162262,0030A000008WAhlQAG,0010A000009QUi2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T19:58:07.000+0000,False,False,005OH00000865wTYAQ,2025-10-20T19:58:07.000+0000,005OH00000865wTYAQ,2025-10-20T19:58:07.000+0000,005OH00000865wTYAQ,2025-10-20T19:58:07.000+0000,(780)328-2562X107,,katie@personalizedwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deilSYAQ,False,,23162753,003G0000018f76NIAQ,0010A000002wP9hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:06:36.000+0000,False,False,005OH00000AdAzSYAV,2025-10-20T20:06:36.000+0000,005OH00000AdAzSYAV,2025-10-20T20:06:36.000+0000,005OH00000AdAzSYAV,2025-10-20T20:06:36.000+0000,(289)932-1066,,stuart@proximafinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000del4zYAA,False,,23162484,003OH00000EJeHqYAL,001OH00000I0L0UYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:01:54.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T20:01:54.000+0000,005OH000003ds0PYAQ,2025-10-20T20:01:54.000+0000,005OH000003ds0PYAQ,2025-10-20T20:01:54.000+0000,(905)434-7286,,kayte.black@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000delzTYAQ,False,,23164259,0030A0000029g8eQAA,0010A000002w4CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:34:21.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:34:21.000+0000,005OH000005URvxYAG,2025-10-20T20:34:22.000+0000,005OH000005URvxYAG,2025-10-20T20:34:22.000+0000,(780)433-0444,(780) 289-7862,shelley@sheltryn.ca,(866)403-6889,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dem14YAA,False,,23162803,0035o00000647b7AAA,0015o000006cgoeAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:07:27.000+0000,False,False,005G0000002gxxjIAA,2025-10-20T20:07:27.000+0000,005G0000002gxxjIAA,2025-10-20T20:07:27.000+0000,005G0000002gxxjIAA,2025-10-20T20:07:27.000+0000,(514)426-0886,,sylvain.gosselin@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000denTOYAY,False,,23162933,0030A0000029k1MQAQ,0010A000002w7QRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:09:54.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:09:54.000+0000,005OH000005URvxYAG,2025-10-20T20:09:55.000+0000,005OH000005URvxYAG,2025-10-20T20:09:55.000+0000,(780)463-5591,(780) 991-6695,holbeng@shaw.ca,(780)465-3461,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dep72YAA,False,,23163181,0030A0000029YqqQAE,0010A000002vyCjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:14:23.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:14:23.000+0000,005OH000005URvxYAG,2025-10-20T20:14:23.000+0000,005OH000005URvxYAG,2025-10-20T20:14:23.000+0000,(780)458-5499,,tom@planningsolutions.ca,(866)623-7258,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000depjnYAA,False,,23164735,0030A0000029oUXQAY,0010A000002wB8HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:44:05.000+0000,False,False,005OH000003ds0PYAQ,2025-10-20T20:44:05.000+0000,005OH000003ds0PYAQ,2025-10-20T20:44:06.000+0000,005OH000003ds0PYAQ,2025-10-20T20:44:06.000+0000,(705)662-8136,,wmills@millstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deqZKYAY,False,,23163594,0030A0000029i6SQAQ,0010A000002w5s3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:21:44.000+0000,False,False,005G0000002gxxjIAA,2025-10-20T20:21:44.000+0000,005G0000002gxxjIAA,2025-10-20T20:21:44.000+0000,005G0000002gxxjIAA,2025-10-20T20:21:44.000+0000,(450)508-2174,(514) 692-3975,alexandre.cordisco@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deqz8YAA,False,,23163469,0030A0000029eCuQAI,0010A000002w2bhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:19:29.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:19:29.000+0000,005OH000005URvxYAG,2025-10-20T20:19:29.000+0000,005OH000005URvxYAG,2025-10-20T20:19:29.000+0000,(780)987-3692,,hlbethune2023@gmail.com,(780)987-2886,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000derf8YAA,False,,23165325,003OH00000Nz1y3YAB,001OH00000T8pBSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:57:00.000+0000,False,False,005OH000002iJPDYA2,2025-10-20T20:57:00.000+0000,005OH000002iJPDYA2,2025-10-20T20:57:01.000+0000,005OH000002iJPDYA2,2025-10-20T20:57:01.000+0000,(778)636-0509,,alice.yi.cui@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000desrFYAQ,False,,23163262,0030A0000029Wp9QAE,0010A000002vwUlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:15:44.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:15:44.000+0000,005OH000005URvxYAG,2025-10-20T20:15:44.000+0000,005OH000005URvxYAG,2025-10-20T20:15:44.000+0000,(780)660-9911,,mstephan.broker@gmail.com,(888)875-4414,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000deuLBYAY,False,,23163374,0030A0000029WpPQAU,0010A000002vwV1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:17:42.000+0000,False,False,005G0000002gxxjIAA,2025-10-20T20:17:42.000+0000,005G0000002gxxjIAA,2025-10-20T20:17:43.000+0000,005G0000002gxxjIAA,2025-10-20T20:17:43.000+0000,(450)508-2174,514-608-7583,nancy.morin2@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dev4LYAQ,False,,23163429,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,will reach out to regional with trust agreement. wants AWD from formal trust to bene's bank acct- not formal trust acct.,True,2025-10-20T20:27:34.000+0000,False,False,005OH000006uYrkYAE,2025-10-20T20:18:46.000+0000,005OH000006uYrkYAE,2025-10-20T20:27:34.000+0000,005OH000006uYrkYAE,2025-10-20T20:27:34.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dexHTYAY,False,,23163942,0030A0000029XEmQAM,0010A000002vwrfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:28:28.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:28:28.000+0000,005OH000005URvxYAG,2025-10-20T20:28:28.000+0000,005OH000005URvxYAG,2025-10-20T20:28:28.000+0000,(647)293-1765,7802711765,krmittal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dexJ7YAI,False,,23165885,0030A0000029YIcQAM,0010A000002vxlVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:10:58.000+0000,False,False,005OH000006owoYYAQ,2025-10-20T21:10:58.000+0000,005OH000006owoYYAQ,2025-10-20T21:10:58.000+0000,005OH000006owoYYAQ,2025-10-20T21:10:58.000+0000,(306)693-4430,,gale.toews@raymondjames.ca,(306)693-4431,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dexNtYAI,False,,23163670,003OH00000DbRLKYA3,001OH00000HETN4YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:23:08.000+0000,False,False,005OH0000084GETYA2,2025-10-20T20:23:08.000+0000,005OH0000084GETYA2,2025-10-20T20:23:09.000+0000,005OH0000084GETYA2,2025-10-20T20:23:09.000+0000,(905)405-1200,,prabh@tangrigroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dez3AYAQ,False,,23165657,003OH00000J73G6YAJ,001OH00000NPg2AYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:04:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T21:04:59.000+0000,005OH000004Ir1xYAC,2025-10-20T21:05:00.000+0000,005OH000004Ir1xYAC,2025-10-20T21:05:00.000+0000,(780)818-8887,,yuanzhengzhao@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000df2QoYAI,False,,23164723,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:43:57.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:43:57.000+0000,005OH000005URvxYAG,2025-10-20T20:43:57.000+0000,005OH000005URvxYAG,2025-10-20T20:43:57.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000df7blYAA,False,,23164792,0030A0000029UnGQAU,0010A000002vuqtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T20:45:20.000+0000,False,False,005OH000005URvxYAG,2025-10-20T20:45:20.000+0000,005OH000005URvxYAG,2025-10-20T20:45:20.000+0000,005OH000005URvxYAG,2025-10-20T20:45:20.000+0000,(780)914-7542,,ross@hallettfinancial.ca,(780)756-3533,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dfF9WYAU,False,,23165615,0030A0000029f0aQAA,0010A000002w3EpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:03:54.000+0000,False,False,005OH000005URvxYAG,2025-10-20T21:03:54.000+0000,005OH000005URvxYAG,2025-10-20T21:03:54.000+0000,005OH000005URvxYAG,2025-10-20T21:03:54.000+0000,(780)484-6020,,guaranteed@shaw.ca,(780)486-1421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dfFazYAE,False,,23166861,003OH00000GXK8RYAX,001OH00000KV4OpYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:40:04.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T21:40:04.000+0000,005OH000004Ir1xYAC,2025-10-20T21:40:04.000+0000,005OH000004Ir1xYAC,2025-10-20T21:40:04.000+0000,(587)438-8759,,felygolez@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dfFuJYAU,False,,23165960,0030A0000029jGKQAY,0010A000002w6o0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:13:11.000+0000,False,False,005OH000005URvxYAG,2025-10-20T21:13:11.000+0000,005OH000005URvxYAG,2025-10-20T21:13:11.000+0000,005OH000005URvxYAG,2025-10-20T21:13:11.000+0000,(780)608-0553,,rebecca@legacyiep.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dfJhnYAE,False,,23166057,003OH0000083TlgYAE,001OH000009q7xwYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:15:53.000+0000,False,False,005OH000005URvxYAG,2025-10-20T21:15:53.000+0000,005OH000005URvxYAG,2025-10-20T21:15:54.000+0000,005OH000005URvxYAG,2025-10-20T21:15:54.000+0000,(825)977-5765,,gurpreetedmonton@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dfKE2YAM,False,,23165981,0031600002PjUJeAAN,0010A000002wNnIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:13:45.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T21:13:45.000+0000,0055o000002KxaMAAS,2025-10-20T21:13:45.000+0000,0055o000002KxaMAAS,2025-10-20T21:13:45.000+0000,(780)670-0480,,elly@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dfOUXYA2,False,,23166244,003OH00000Gg3zaYAB,001OH00000KfCjQYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:21:18.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T21:21:18.000+0000,005OH000004Ir1xYAC,2025-10-20T21:21:18.000+0000,005OH000004Ir1xYAC,2025-10-20T21:21:18.000+0000,(403)970-9250,,sunil@wfinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dfTnaYAE,False,,23166984,003OH00000GC2JPYA1,001OH00000K7L94YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:44:04.000+0000,False,False,005OH000004Ir1xYAC,2025-10-20T21:44:04.000+0000,005OH000004Ir1xYAC,2025-10-20T21:44:04.000+0000,005OH000004Ir1xYAC,2025-10-20T21:44:04.000+0000,(587)716-2858,,wenjing.luo@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dfY46YAE,False,,23167312,003G0000018f7i9IAA,0010A000002wPoXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T21:54:28.000+0000,False,False,0055o000002KxaMAAS,2025-10-20T21:54:28.000+0000,0055o000002KxaMAAS,2025-10-20T21:54:28.000+0000,0055o000002KxaMAAS,2025-10-20T21:54:28.000+0000,(780)439-3600,,nathan@mpsinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dfhSOYAY,False,,23169035,003OH000004pqlRYAQ,0010A000002vtn2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-20T23:23:12.000+0000,False,False,005OH000002iJPDYA2,2025-10-20T23:23:12.000+0000,005OH000002iJPDYA2,2025-10-20T23:23:12.000+0000,005OH000002iJPDYA2,2025-10-20T23:23:12.000+0000,604-233-2233,,wealth@alphafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,164.0
500OH00000dgp7lYAA,False,,23171432,0030A0000029XqVQAU,0010A000002vxMmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:07:49.000+0000,False,False,005OH000004pk06YAA,2025-10-21T13:07:49.000+0000,005OH000004pk06YAA,2025-10-21T13:07:50.000+0000,005OH000004pk06YAA,2025-10-21T13:07:50.000+0000,(416)660-1488,,farlene.soong@gmail.com,(416)999-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dgpPWYAY,False,,23172137,0031600002cIy4oAAC,0010A000005BU0aQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:27:57.000+0000,False,False,0050A000000WjqvQAC,2025-10-21T13:27:57.000+0000,0050A000000WjqvQAC,2025-10-21T13:27:57.000+0000,0050A000000WjqvQAC,2025-10-21T13:27:57.000+0000,(613)548-1884,(647) 248-5821,andrew@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dgsK6YAI,False,,23171672,0030A0000029dysQAA,0010A000002w2OsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:15:14.000+0000,False,False,005OH000004pk06YAA,2025-10-21T13:15:14.000+0000,005OH000004pk06YAA,2025-10-21T13:15:14.000+0000,005OH000004pk06YAA,2025-10-21T13:15:14.000+0000,(905)447-6317,,jtaylor@moneyassist.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dgxutYAA,False,,23171719,0030A0000029YIbQAM,0010A000002vxlUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:16:35.000+0000,False,False,005OH000004pk06YAA,2025-10-21T13:16:35.000+0000,005OH000004pk06YAA,2025-10-21T13:16:35.000+0000,005OH000004pk06YAA,2025-10-21T13:16:35.000+0000,(905)731-1984,416-294-5286,stefano.pellegrino@live.com,(905)731-5536,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dh3x3YAA,False,,23172053,0030A0000029WSQQA2,0010A000002vwBEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:25:30.000+0000,False,False,005OH000004pk06YAA,2025-10-21T13:25:30.000+0000,005OH000004pk06YAA,2025-10-21T13:25:30.000+0000,005OH000004pk06YAA,2025-10-21T13:25:30.000+0000,(905)840-2222,(416) 471-3766,damian@legacywealthadvisory.ca,(905)361-2691,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dh4wOYAQ,False,,23172892,003G0000018f7I1IAI,0010A000002wPNHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:47:37.000+0000,False,False,005OH00000AdAzSYAV,2025-10-21T13:47:37.000+0000,005OH00000AdAzSYAV,2025-10-21T13:47:37.000+0000,005OH00000AdAzSYAV,2025-10-21T13:47:37.000+0000,(519)885-5177,(519) 574-6151,melissa@loftwmg.ca,(519)885-9803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dh6DPYAY,False,,23172946,0030A0000029akhQAA,0010A000002vzp1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:48:57.000+0000,False,False,005OH000004pk06YAA,2025-10-21T13:48:57.000+0000,005OH000004pk06YAA,2025-10-21T13:48:57.000+0000,005OH000004pk06YAA,2025-10-21T13:48:57.000+0000,(905)202-8429,(416) 919-3331,andrea@thinksmarter.ca,(866)791-2134,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dh8NJYAY,False,,23173011,0031600002LTgvDAAT,001G000000urN3wIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:50:19.000+0000,False,False,0050A000000WjqvQAC,2025-10-21T13:50:19.000+0000,0050A000000WjqvQAC,2025-10-21T13:50:20.000+0000,0050A000000WjqvQAC,2025-10-21T13:50:20.000+0000,(613) 384-9627 x21,,lynn@rdrwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhBoDYAU,False,,23173464,0031600002LTgvDAAT,001G000000urN3wIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:02:01.000+0000,False,False,0050A000000WjqvQAC,2025-10-21T14:02:01.000+0000,0050A000000WjqvQAC,2025-10-21T14:02:01.000+0000,0050A000000WjqvQAC,2025-10-21T14:02:01.000+0000,(613) 384-9627 x21,,lynn@rdrwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhCAlYAM,False,,23174176,0030A0000029XqVQAU,0010A000002vxMmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:16:51.000+0000,False,False,0055o000001NWfMAAW,2025-10-21T14:16:51.000+0000,0055o000001NWfMAAW,2025-10-21T14:16:51.000+0000,0055o000001NWfMAAW,2025-10-21T14:16:51.000+0000,(416)660-1488,,farlene.soong@gmail.com,(416)999-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhD1xYAE,False,,23172822,003OH00000GXK8QYAX,001OH00000KV4OoYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:45:40.000+0000,False,False,005OH000002npWUYAY,2025-10-21T13:45:40.000+0000,005OH000002npWUYAY,2025-10-21T13:45:41.000+0000,005OH000002npWUYAY,2025-10-21T13:45:41.000+0000,(416)528-0594,647-528-0166,maria@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhEFmYAM,False,,23172931,003G0000018f7I1IAI,0010A000002wPNHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:48:33.000+0000,False,False,005OH00000AdAzSYAV,2025-10-21T13:48:33.000+0000,005OH00000AdAzSYAV,2025-10-21T13:48:33.000+0000,005OH00000AdAzSYAV,2025-10-21T13:48:33.000+0000,(519)885-5177,(519) 574-6151,melissa@loftwmg.ca,(519)885-9803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhEUKYA2,False,,23173369,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T13:59:47.000+0000,False,False,005OH000004pk06YAA,2025-10-21T13:59:47.000+0000,005OH000004pk06YAA,2025-10-21T13:59:48.000+0000,005OH000004pk06YAA,2025-10-21T13:59:48.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhM0QYAU,False,,23176064,0030A0000029lwbQAA,0010A000002w8zDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:52:52.000+0000,False,False,005OH000004pk06YAA,2025-10-21T14:52:52.000+0000,005OH000004pk06YAA,2025-10-21T14:52:53.000+0000,005OH000004pk06YAA,2025-10-21T14:52:53.000+0000,(905)939-2930,416-605-8322,maria.ferreiraconcepts@gmail.com,(905)939-4524,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhQ0qYAE,False,,23176008,003OH00000DbRLKYA3,001OH00000HETN4YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:51:56.000+0000,False,False,005OH0000084GETYA2,2025-10-21T14:51:56.000+0000,005OH0000084GETYA2,2025-10-21T14:51:56.000+0000,005OH0000084GETYA2,2025-10-21T14:51:56.000+0000,(905)405-1200,,prabh@tangrigroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhQ0sYAE,False,,23176667,003G0000018f794IAA,0010A000002wPCNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:04:16.000+0000,False,False,0050A000000Hq5PQAS,2025-10-21T15:04:16.000+0000,0050A000000Hq5PQAS,2025-10-21T15:04:17.000+0000,0050A000000Hq5PQAS,2025-10-21T15:04:17.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhTDDYA2,False,,23176409,0030A0000029e8zQAA,0010A000002w2Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:59:42.000+0000,False,False,005OH000004pk06YAA,2025-10-21T14:59:42.000+0000,005OH000004pk06YAA,2025-10-21T14:59:42.000+0000,005OH000004pk06YAA,2025-10-21T14:59:42.000+0000,(905)799-2470,416-300-7393,sandhumanjitsingh@yahoo.ca,(905)799-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhWFyYAM,False,,23176485,0030A0000029jw6QAA,0010A000002w7M4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:01:02.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T15:01:02.000+0000,005OH000007fgYjYAI,2025-10-21T15:01:03.000+0000,005OH000007fgYjYAI,2025-10-21T15:01:03.000+0000,(514)737-9252X331,(514) 924-6648,dcohen@dcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhWHYYA2,False,,23175572,0030A0000029byKQAQ,0010A000002w0njQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:43:47.000+0000,False,False,005OH000004oiYEYAY,2025-10-21T14:43:47.000+0000,005OH000004oiYEYAY,2025-10-21T14:43:48.000+0000,005OH000004oiYEYAY,2025-10-21T14:43:48.000+0000,(519)772-2500,,ghahn@ipcc.org,(519)772-2501,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhabJYAQ,False,,23175548,003G0000018f6lPIAQ,0010A000002wOn9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:43:20.000+0000,False,False,0050A000000XQhmQAG,2025-10-21T14:43:20.000+0000,0050A000000XQhmQAG,2025-10-21T14:43:20.000+0000,0050A000000XQhmQAG,2025-10-21T14:43:20.000+0000,(506)851-1734,,bill@discoveryfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhcEtYAI,False,,23176083,0030A0000029YLfQAM,0010A000002vxnbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:53:18.000+0000,False,False,005OH000004oiYEYAY,2025-10-21T14:53:18.000+0000,005OH000004oiYEYAY,2025-10-21T14:53:19.000+0000,005OH000004oiYEYAY,2025-10-21T14:53:19.000+0000,(519)221-6760,,dhood@biggerpiggybankwealth.com,(866)649-4607,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhcEuYAI,False,,23176105,0030A0000029lwbQAA,0010A000002w8zDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:53:46.000+0000,False,False,005OH000004pk06YAA,2025-10-21T14:53:46.000+0000,005OH000004pk06YAA,2025-10-21T14:53:46.000+0000,005OH000004pk06YAA,2025-10-21T14:53:46.000+0000,(905)939-2930,416-605-8322,maria.ferreiraconcepts@gmail.com,(905)939-4524,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhdFnYAI,False,,23176307,0035o000003exiwAAA,0015o000004IePHAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:57:45.000+0000,False,False,005OH000004oiYEYAY,2025-10-21T14:57:45.000+0000,005OH000004oiYEYAY,2025-10-21T14:57:46.000+0000,005OH000004oiYEYAY,2025-10-21T14:57:46.000+0000,(519)489-7020,,erica@reidbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhdR4YAI,False,,23176343,0030A00000CghpSQAR,0010A00000DICdCQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:58:24.000+0000,False,False,0050A000000WjqvQAC,2025-10-21T14:58:24.000+0000,0050A000000WjqvQAC,2025-10-21T14:58:24.000+0000,0050A000000WjqvQAC,2025-10-21T14:58:24.000+0000,(613)447-4586,(613) 447-4586,alexlacelle@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhdsWYAQ,False,,23176273,0030A0000029V9PQAU,0010A000002vv9oQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:56:41.000+0000,False,False,005OH000003ds0PYAQ,2025-10-21T14:56:41.000+0000,005OH000003ds0PYAQ,2025-10-21T14:56:41.000+0000,005OH000003ds0PYAQ,2025-10-21T14:56:41.000+0000,(905)404-8088,(905) 665-3140,keith.mondesire@nbpcd.com,(905)404-0289,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhgYbYAI,False,,23175486,0035o0000038sa2AAA,0015o000003nX7RAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:42:08.000+0000,False,False,005OH000004oiYEYAY,2025-10-21T14:42:08.000+0000,005OH000004oiYEYAY,2025-10-21T14:42:08.000+0000,005OH000004oiYEYAY,2025-10-21T14:42:08.000+0000,(519)653-3397,,barry.ames@assante.com,(519)653-2098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhhWMYAY,False,,23177432,0031600002cwojtAAA,0015o000008CysBAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:17:51.000+0000,False,False,005OH00000245RQYAY,2025-10-21T15:17:51.000+0000,005OH00000245RQYAY,2025-10-21T15:17:51.000+0000,005OH00000245RQYAY,2025-10-21T15:17:51.000+0000,(450) 492-5688 x106,,priscilla@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhhzKYAQ,False,,23175774,0030A0000029iCWQAY,0010A000002w5xZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:47:30.000+0000,False,False,0050A000000WjqvQAC,2025-10-21T14:47:30.000+0000,0050A000000WjqvQAC,2025-10-21T14:47:30.000+0000,0050A000000WjqvQAC,2025-10-21T14:47:30.000+0000,(613)818-9893,,broker@tracymcnulty.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhjBXYAY,False,,23176132,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:54:19.000+0000,False,False,0050A000000WjqvQAC,2025-10-21T14:54:19.000+0000,0050A000000WjqvQAC,2025-10-21T14:54:20.000+0000,0050A000000WjqvQAC,2025-10-21T14:54:20.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhjOPYAY,False,,23175687,003G0000018f7I2IAI,0010A000002wPNIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:45:58.000+0000,False,False,0050A000000XQhmQAG,2025-10-21T14:45:58.000+0000,0050A000000XQhmQAG,2025-10-21T14:45:58.000+0000,0050A000000XQhmQAG,2025-10-21T14:45:58.000+0000,(902)678-2788,(902) 292-7093,dreid@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhkU9YAI,False,,23175801,0030A0000029gJ8QAI,0010A000002w4NFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:48:00.000+0000,False,False,005OH000004oiYEYAY,2025-10-21T14:48:00.000+0000,005OH000004oiYEYAY,2025-10-21T14:48:00.000+0000,005OH000004oiYEYAY,2025-10-21T14:48:00.000+0000,(519)622-2745,,tkimpeloffice@rogers.com,(519)622-1457,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhkh5YAA,False,,23176237,0030A0000029eZmQAI,0010A000002w2tLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:56:05.000+0000,False,False,005OH000004pk06YAA,2025-10-21T14:56:05.000+0000,005OH000004pk06YAA,2025-10-21T14:56:05.000+0000,005OH000004pk06YAA,2025-10-21T14:56:05.000+0000,(289)213-6418,,bethsecord123@gmail.com,(905)735-4421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhkm0YAA,False,,23177583,0030A0000029UztQAE,0010A000002vv2TQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:20:17.000+0000,False,False,005OH000002N6huYAC,2025-10-21T15:20:17.000+0000,005OH000002N6huYAC,2025-10-21T15:20:18.000+0000,005OH000002N6huYAC,2025-10-21T15:20:18.000+0000,(819)386-5433,,rrocheleau@outlook.com,(819)378-2944,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhlbWYAQ,False,,23176805,0030A0000029jy4QAA,0010A000002w7NiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:06:38.000+0000,False,False,005OH000003ds0PYAQ,2025-10-21T15:06:38.000+0000,005OH000003ds0PYAQ,2025-10-21T15:06:38.000+0000,005OH000003ds0PYAQ,2025-10-21T15:06:38.000+0000,(705)222-6492,,kjones@vianet.ca,(705)222-6493,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhn0bYAA,False,,23176084,003OH000003YJD1YAO,001OH000004TVFqYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:53:19.000+0000,False,False,005OH0000084GETYA2,2025-10-21T14:53:19.000+0000,005OH0000084GETYA2,2025-10-21T14:53:19.000+0000,005OH0000084GETYA2,2025-10-21T14:53:19.000+0000,(647)233-1174,,nicole.spencer@spencerkatzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhnYUYAY,False,,23176321,003OH00000I2AU8YAN,001OH00000MBBl8YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:58:04.000+0000,False,False,005OH0000084GETYA2,2025-10-21T14:58:04.000+0000,005OH0000084GETYA2,2025-10-21T14:58:05.000+0000,005OH0000084GETYA2,2025-10-21T14:58:05.000+0000,(416)456-3811,,sudeep.singla@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhofxYAA,False,,23178090,0030A000002PJb4QAG,0010A000003BpusQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:28:47.000+0000,False,False,005OH0000084GETYA2,2025-10-21T15:28:47.000+0000,005OH0000084GETYA2,2025-10-21T15:28:47.000+0000,005OH0000084GETYA2,2025-10-21T15:28:47.000+0000,(905)805-3177,,loui.tsatsas@td.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhp42YAA,False,,23176289,0030A0000029V9PQAU,0010A000002vv9oQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T14:57:03.000+0000,False,False,005OH000003ds0PYAQ,2025-10-21T14:57:03.000+0000,005OH000003ds0PYAQ,2025-10-21T14:57:04.000+0000,005OH000003ds0PYAQ,2025-10-21T14:57:04.000+0000,(905)404-8088,(905) 665-3140,keith.mondesire@nbpcd.com,(905)404-0289,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhqEdYAI,False,,23177728,003G0000018f6mlIAA,0010A000002wOoTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:22:42.000+0000,False,False,005OH00000245RQYAY,2025-10-21T15:22:42.000+0000,005OH00000245RQYAY,2025-10-21T15:22:43.000+0000,005OH00000245RQYAY,2025-10-21T15:22:43.000+0000,(514)931-4242,(514) 576-6118,lou@yongtrust.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhrVdYAI,False,,23176447,0035o000004BpgmAAC,0015o000004ljFYAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:00:24.000+0000,False,False,005OH000003ds0PYAQ,2025-10-21T15:00:24.000+0000,005OH000003ds0PYAQ,2025-10-21T15:00:24.000+0000,005OH000003ds0PYAQ,2025-10-21T15:00:24.000+0000,(519)821-5853,,rk.white@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhrvUYAQ,False,,23177030,0030A0000029klbQAA,0010A000002w823QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:10:37.000+0000,False,False,005OH000004oiYEYAY,2025-10-21T15:10:37.000+0000,005OH000004oiYEYAY,2025-10-21T15:10:38.000+0000,005OH000004oiYEYAY,2025-10-21T15:10:38.000+0000,(519)740-6180,,dave.thomas@sunlife.com,(519)622-3939,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhspwYAA,False,,23177556,0030A0000029mARQAY,0010A000002w9AiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:19:45.000+0000,False,False,005OH000003ds0PYAQ,2025-10-21T15:19:45.000+0000,005OH000003ds0PYAQ,2025-10-21T15:19:46.000+0000,005OH000003ds0PYAQ,2025-10-21T15:19:46.000+0000,(705)942-5775,,kenneth.desaulnier@edwardjones.com,(866)565-7212,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhvMOYAY,False,,23177241,0030A0000029gfKQAQ,0010A000002w4evQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:14:31.000+0000,False,False,005OH000004oiYEYAY,2025-10-21T15:14:31.000+0000,005OH000004oiYEYAY,2025-10-21T15:14:32.000+0000,005OH000004oiYEYAY,2025-10-21T15:14:32.000+0000,(519)725-3321,,jeff@rankine.ca,(519)725-3329,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhyH0YAI,False,,23177204,0030A0000029akQQAQ,0010A000002vzokQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:13:51.000+0000,False,False,005OH000003ds0PYAQ,2025-10-21T15:13:51.000+0000,005OH000003ds0PYAQ,2025-10-21T15:13:51.000+0000,005OH000003ds0PYAQ,2025-10-21T15:13:51.000+0000,(705)521-1444,,kyeomans@assante.com,(705)521-1450,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhyQjYAI,False,,23178688,003G0000018f7hSIAQ,0010A000002wPo1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:37:46.000+0000,False,False,005OH00000245RQYAY,2025-10-21T15:37:46.000+0000,005OH00000245RQYAY,2025-10-21T15:37:46.000+0000,005OH00000245RQYAY,2025-10-21T15:37:46.000+0000,(450) 583-6208,(514) 918-9127,gauthier.nadia@sfnadal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhyTuYAI,False,,23177421,0030A0000029daJQAQ,0010A000002w257QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:17:37.000+0000,False,False,005OH000003ds0PYAQ,2025-10-21T15:17:37.000+0000,005OH000003ds0PYAQ,2025-10-21T15:17:38.000+0000,005OH000003ds0PYAQ,2025-10-21T15:17:38.000+0000,(705)472-5950,(705) 297-3395,jake@kennedyinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dhyiSYAQ,False,,23177938,003G000001IkUzjIAF,0010A000002wSCfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:26:14.000+0000,False,False,005OH00000245RQYAY,2025-10-21T15:26:14.000+0000,005OH00000245RQYAY,2025-10-21T15:26:15.000+0000,005OH00000245RQYAY,2025-10-21T15:26:15.000+0000,(514)918-9466,,james.orr@jamericfsaservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000di0vXYAQ,False,,23177500,003OH00000P4KUsYAN,001OH00000UUyc9YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:18:56.000+0000,False,False,005OH000004pk06YAA,2025-10-21T15:18:56.000+0000,005OH000004pk06YAA,2025-10-21T15:18:56.000+0000,005OH000004pk06YAA,2025-10-21T15:18:56.000+0000,(416)594-8350,647 990-7779,,(416)594-8350,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000di4CjYAI,False,,23177457,0035o0000038sa2AAA,0015o000003nX7RAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:18:14.000+0000,False,False,005OH000004oiYEYAY,2025-10-21T15:18:14.000+0000,005OH000004oiYEYAY,2025-10-21T15:18:14.000+0000,005OH000004oiYEYAY,2025-10-21T15:18:14.000+0000,(519)653-3397,,barry.ames@assante.com,(519)653-2098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000di6CzYAI,False,,23180875,0031600002UdWsTAAV,001G000000urN6xIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:13:40.000+0000,False,False,0055o000001h4cFAAQ,2025-10-21T16:13:40.000+0000,0055o000001h4cFAAQ,2025-10-21T16:13:40.000+0000,0055o000001h4cFAAQ,2025-10-21T16:13:40.000+0000,(807) 684-1825,,lyn@mlsfinancial.ca,(807) 344-5555,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000di86oYAA,False,,23182175,003OH00000TNCj1YAH,001OH00000Zm0YGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:34:26.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T16:34:26.000+0000,0050A000001o2WeQAI,2025-10-21T16:34:26.000+0000,0050A000001o2WeQAI,2025-10-21T16:34:26.000+0000,(902)786-7469,,shay.moudahi@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000di8rRYAQ,False,,23177960,0030A0000029cgUQAQ,0010A000002w1KZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:26:35.000+0000,False,False,005OH0000084GETYA2,2025-10-21T15:26:35.000+0000,005OH0000084GETYA2,2025-10-21T15:26:35.000+0000,005OH0000084GETYA2,2025-10-21T15:26:35.000+0000,(416)722-1038,,josefinancial@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diBVxYAM,False,,23178171,003G0000018f7JDIAY,0010A000002wPOTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:29:56.000+0000,False,False,005OH00000245RQYAY,2025-10-21T15:29:56.000+0000,005OH00000245RQYAY,2025-10-21T15:29:57.000+0000,005OH00000245RQYAY,2025-10-21T15:29:57.000+0000,(514)961-3772,(514) 961-3772,georges.gaetan@evolution360.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diCDVYA2,False,,23178231,0030A0000029ne0QAA,0010A000002wAU0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:30:46.000+0000,False,False,005OH0000084GETYA2,2025-10-21T15:30:46.000+0000,005OH0000084GETYA2,2025-10-21T15:30:47.000+0000,005OH0000084GETYA2,2025-10-21T15:30:47.000+0000,(905)513-9139,(416) 999-6928,j.josephpynadath@gmail.com,(905)512-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diCQPYA2,False,,23178255,0030A0000029ne0QAA,0010A000002wAU0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:31:15.000+0000,False,False,005OH0000084GETYA2,2025-10-21T15:31:15.000+0000,005OH0000084GETYA2,2025-10-21T15:31:15.000+0000,005OH0000084GETYA2,2025-10-21T15:31:15.000+0000,(905)513-9139,(416) 999-6928,j.josephpynadath@gmail.com,(905)512-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diDG1YAM,False,,23178337,003G0000018f6utIAA,0010A000002wOwmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:32:27.000+0000,False,False,005OH00000245RQYAY,2025-10-21T15:32:27.000+0000,005OH00000245RQYAY,2025-10-21T15:32:28.000+0000,005OH00000245RQYAY,2025-10-21T15:32:28.000+0000,(450)492-5688,(514) 717-8028,jason@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diDO6YAM,False,,23178485,0035o000003exiwAAA,0015o000004IePHAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:34:40.000+0000,False,False,005OH000004oiYEYAY,2025-10-21T15:34:40.000+0000,005OH000004oiYEYAY,2025-10-21T15:34:41.000+0000,005OH000004oiYEYAY,2025-10-21T15:34:41.000+0000,(519)489-7020,,erica@reidbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diFksYAE,False,,23178656,0030A0000029lubQAA,0010A000002w8xcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:37:22.000+0000,False,False,005OH000002N6huYAC,2025-10-21T15:37:22.000+0000,005OH000002N6huYAC,2025-10-21T15:37:22.000+0000,005OH000002N6huYAC,2025-10-21T15:37:22.000+0000,(418)998-0707,,ferdinandhendriks57@gmail.com,(418)622-3939,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diJ3iYAE,False,,23178892,0030A00000845BHQAY,0010A000008wdPsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:40:41.000+0000,False,False,005OH000002N6huYAC,2025-10-21T15:40:41.000+0000,005OH000002N6huYAC,2025-10-21T15:40:41.000+0000,005OH000002N6huYAC,2025-10-21T15:40:41.000+0000,(819)583-6161,,smarchand@assurancesmproteau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diMBFYA2,False,,23179150,0030A0000029oZ3QAI,0010A000002wBBaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:45:08.000+0000,False,False,005OH000002N6huYAC,2025-10-21T15:45:08.000+0000,005OH000002N6huYAC,2025-10-21T15:45:09.000+0000,005OH000002N6huYAC,2025-10-21T15:45:09.000+0000,(819)825-0007X223,,jsg@gilbertetassocies.ca,(866)301-9282,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diMG5YAM,False,,23179160,0035o000007BJsOAAW,0010A000002vtqRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:45:18.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T15:45:18.000+0000,005OH000007fgYjYAI,2025-10-21T15:45:19.000+0000,005OH000007fgYjYAI,2025-10-21T15:45:19.000+0000,418-802-9074,,christian.paquet@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diMxeYAE,False,,23179531,0030A000009MFyQQAW,0010A00000AOLamQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:51:25.000+0000,False,False,005OH00000AdAzSYAV,2025-10-21T15:51:25.000+0000,005OH00000AdAzSYAV,2025-10-21T15:51:25.000+0000,005OH00000AdAzSYAV,2025-10-21T15:51:25.000+0000,(519)771-2017,(519) 771-2017,april.wilcox@lyfestylefinancial.ca,(519)578-2121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diP98YAE,False,,23180813,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,PAC,Medium,RESP PAC- please look into.,True,2025-10-21T16:15:07.000+0000,False,False,005OH000006uYrkYAE,2025-10-21T16:12:42.000+0000,005OH000006uYrkYAE,2025-10-21T16:15:08.000+0000,005OH000006uYrkYAE,2025-10-21T16:15:08.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diR4ZYAU,False,,23182435,0030A0000029ddwQAA,0010A000002w27mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:38:32.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T16:38:32.000+0000,0050A000001o2WeQAI,2025-10-21T16:38:33.000+0000,0050A000001o2WeQAI,2025-10-21T16:38:33.000+0000,(416)915-3460,4167700985,nlandry@bflcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diU0pYAE,False,,23182138,0030A0000029WRiQAM,0010A000002vwAlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:33:59.000+0000,False,False,005OH000005URvxYAG,2025-10-21T16:33:59.000+0000,005OH000005URvxYAG,2025-10-21T16:34:00.000+0000,005OH000005URvxYAG,2025-10-21T16:34:00.000+0000,(780)922-2140,,sharlenebell@albertacom.com,(780)922-0981,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diUwnYAE,False,,23179961,0030A0000029gzTQAQ,0010A000002w4vhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T15:58:29.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T15:58:29.000+0000,0050A000001o2WeQAI,2025-10-21T15:58:29.000+0000,0050A000001o2WeQAI,2025-10-21T15:58:29.000+0000,(902)835-4511,,shawn@evangelinewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diVkpYAE,False,,23180779,0031600002SzG23AAF,0010A000002wNxvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,left CL ID. will review and call back.,True,2025-10-21T16:15:48.000+0000,False,False,005OH000006uYrkYAE,2025-10-21T16:12:06.000+0000,005OH000006uYrkYAE,2025-10-21T16:15:48.000+0000,005OH000006uYrkYAE,2025-10-21T16:15:48.000+0000,(204)272-9670,(204) 228-8362,jeff.sadowski@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diWXDYA2,False,,23181009,0030A0000029b3dQAA,0010A000002w061QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:15:46.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T16:15:46.000+0000,0050A000001o2WeQAI,2025-10-21T16:15:46.000+0000,0050A000001o2WeQAI,2025-10-21T16:15:46.000+0000,(902)830-5757,,teddymaclean@eastlink.ca,(902)405-2000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diXeZYAU,False,,23180693,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:10:32.000+0000,False,False,005OH000005URvxYAG,2025-10-21T16:10:32.000+0000,005OH000005URvxYAG,2025-10-21T16:10:33.000+0000,005OH000005URvxYAG,2025-10-21T16:10:33.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diZ0WYAU,False,,23182325,0030A0000029kkrQAA,0010A000002w81OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:36:41.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T16:36:41.000+0000,0050A000001o2WeQAI,2025-10-21T16:36:41.000+0000,0050A000001o2WeQAI,2025-10-21T16:36:41.000+0000,(289)388-8889,,annie.gazmin@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diZWhYAM,False,,23180387,0030A000008nvpXQAQ,0010A000009ignnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:05:37.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T16:05:37.000+0000,005OH000007fgYjYAI,2025-10-21T16:05:38.000+0000,005OH000007fgYjYAI,2025-10-21T16:05:38.000+0000,(514)317-1242,514-236-4045,david.turgeon@gestionpriveeaaa.com,(514)954-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dicG3YAI,False,,23181150,003OH00000VbKndYAF,001OH00000cY0hgYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:18:19.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T16:18:19.000+0000,005OH000007fgYjYAI,2025-10-21T16:18:19.000+0000,005OH000007fgYjYAI,2025-10-21T16:18:19.000+0000,(514)291-2526,,m.hanne@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diekrYAA,False,,23180849,0031600002SzG23AAF,0010A000002wNxvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,no need to call back. question answered.,True,2025-10-21T16:14:21.000+0000,False,False,005OH000006uYrkYAE,2025-10-21T16:13:12.000+0000,005OH000006uYrkYAE,2025-10-21T16:14:22.000+0000,005OH000006uYrkYAE,2025-10-21T16:14:22.000+0000,(204)272-9670,(204) 228-8362,jeff.sadowski@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000difYrYAI,False,,23180940,003G000001F5wVLIAZ,0010A000002wS6cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:14:39.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T16:14:39.000+0000,0050A000001o2WeQAI,2025-10-21T16:14:40.000+0000,0050A000001o2WeQAI,2025-10-21T16:14:40.000+0000,(902) 629-1118,,myounker@younkerkelly.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000difsEYAQ,False,,23181358,0030A00000BMwdxQAD,0010A00000BxN8cQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:21:26.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T16:21:26.000+0000,0050A000001o2WeQAI,2025-10-21T16:21:27.000+0000,0050A000001o2WeQAI,2025-10-21T16:21:27.000+0000,(506)622-0016,,gormanj@nbnet.nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diioTYAQ,False,,23181280,0030A0000029fo0QAA,0010A000002w3tOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:20:25.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T16:20:25.000+0000,0050A000001o2WeQAI,2025-10-21T16:20:26.000+0000,0050A000001o2WeQAI,2025-10-21T16:20:26.000+0000,(902)628-1423,,jkeenan@younkerkelly.com,(902)629-1113,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dijz4YAA,False,,23181528,0030A00000CStLAQA1,0010A00000D3sjCQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:24:06.000+0000,False,False,005OH000005URvxYAG,2025-10-21T16:24:06.000+0000,005OH000005URvxYAG,2025-10-21T16:24:06.000+0000,005OH000005URvxYAG,2025-10-21T16:24:06.000+0000,(587)936-1448,(587) 936-1448,kcm@ualberta.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dilw4YAA,False,,23182219,0030A0000029n3uQAA,0010A000002w9yoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:35:07.000+0000,False,False,005OH000005URvxYAG,2025-10-21T16:35:07.000+0000,005OH000005URvxYAG,2025-10-21T16:35:08.000+0000,005OH000005URvxYAG,2025-10-21T16:35:08.000+0000,(780)814-1888,,hello@sherthelink.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dinhhYAA,False,,23181760,0030A0000029pIBQAY,0010A000002wBmPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:27:35.000+0000,False,False,005OH000005URvxYAG,2025-10-21T16:27:35.000+0000,005OH000005URvxYAG,2025-10-21T16:27:36.000+0000,005OH000005URvxYAG,2025-10-21T16:27:36.000+0000,(780)266-0003,,eric@prosperityengine.ca,(780)437-1144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dio4IYAQ,False,,23182002,0030A000002V44eQAC,0010A000003HIPuQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:31:39.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T16:31:39.000+0000,0050A000001o2WeQAI,2025-10-21T16:31:39.000+0000,0050A000001o2WeQAI,2025-10-21T16:31:39.000+0000,(506)857-7490,,natalie.maillet@optimalcentre.ca,(506)857-4737,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diokDYAQ,False,,23181864,0030A0000029nOSQAY,0010A000002wAGcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:29:20.000+0000,False,False,005OH000005URvxYAG,2025-10-21T16:29:20.000+0000,005OH000005URvxYAG,2025-10-21T16:29:21.000+0000,005OH000005URvxYAG,2025-10-21T16:29:21.000+0000,(780)418-6900,,aron@claritywc.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diolsYAA,False,,23183526,0030A0000029lxhQAA,0010A000002w904QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:56:36.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T16:56:36.000+0000,005OH000007fgYjYAI,2025-10-21T16:56:36.000+0000,005OH000007fgYjYAI,2025-10-21T16:56:36.000+0000,(514)642-2021,(514) 726-9044,lyne_paquet@hotmail.com,(514)642-6845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dipy6YAA,False,,23184632,0030A0000029b83QAA,0010A000002w0A2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:15:16.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:15:16.000+0000,005OH000007fgYjYAI,2025-10-21T17:15:17.000+0000,005OH000007fgYjYAI,2025-10-21T17:15:17.000+0000,(514)327-1300,(514) 777-6274,jpotvin@sfjp.ca,(514)907-6163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diqXeYAI,False,,23185941,0030A0000029VDFQA2,0010A000002vvC4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:36:59.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:36:59.000+0000,005OH000007fgYjYAI,2025-10-21T17:36:59.000+0000,005OH000007fgYjYAI,2025-10-21T17:36:59.000+0000,(418)723-3236,,pascal.bernier@agc.inalco.com,(855)688-5264,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diqkRYAQ,False,,23183403,0035o000004wO5pAAE,0015o000005VAbIAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:54:27.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T16:54:27.000+0000,005OH000007fgYjYAI,2025-10-21T16:54:27.000+0000,005OH000007fgYjYAI,2025-10-21T16:54:27.000+0000,(819)307-1372,,admin@gfsymbiose.com,(819)566-9232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dirNBYAY,False,,23185001,0030A0000029mzkQAA,0010A000002w9uoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:21:18.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:21:18.000+0000,005OH000007fgYjYAI,2025-10-21T17:21:19.000+0000,005OH000007fgYjYAI,2025-10-21T17:21:19.000+0000,(514)927-1434,,gregory.christie01@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000ditC5YAI,False,,23184746,0030A0000029W2rQAE,0010A000002vvtUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:17:26.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:17:26.000+0000,005OH000007fgYjYAI,2025-10-21T17:17:26.000+0000,005OH000007fgYjYAI,2025-10-21T17:17:26.000+0000,(800)361-5126Xx6280,,caroline.morel@scotiawealth.com,(514)392-0387,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diurKYAQ,False,,23185845,0030A0000029YaLQAU,0010A000002vxyeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:35:08.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:35:08.000+0000,005OH000007fgYjYAI,2025-10-21T17:35:09.000+0000,005OH000007fgYjYAI,2025-10-21T17:35:09.000+0000,(418)547-5888,,planiglo@videotron.ca,(418)695-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diwTFYAY,False,,23182570,0030A0000029Z8ZQAU,0010A000002vyT0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:40:57.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T16:40:57.000+0000,0050A000001o2WeQAI,2025-10-21T16:40:57.000+0000,0050A000001o2WeQAI,2025-10-21T16:40:57.000+0000,(519)669-1631,902-940-0571,craig.dougan@pib.com,(519)669-1923,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000diwkzYAA,False,,23182599,003G0000018f7nJIAQ,0010A000002wPtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T16:41:17.000+0000,False,False,0050A000000Hq5PQAS,2025-10-21T16:41:17.000+0000,0050A000000Hq5PQAS,2025-10-21T16:41:17.000+0000,0050A000000Hq5PQAS,2025-10-21T16:41:17.000+0000,(705)749-6776,,laura.boden@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dj84gYAA,False,,23185434,003G0000018f71UIAQ,0010A000002wP4oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:28:24.000+0000,False,False,0050A000000XQhmQAG,2025-10-21T17:28:24.000+0000,0050A000000XQhmQAG,2025-10-21T17:28:25.000+0000,0050A000000XQhmQAG,2025-10-21T17:28:25.000+0000,(709)690-7458,(709) 690-7458,gerard.nash@principalplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djJRVYA2,False,,23188114,0030A0000029fsQQAQ,0010A000002w3x5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:11:38.000+0000,False,False,005OH000002N6huYAC,2025-10-21T18:11:38.000+0000,005OH000002N6huYAC,2025-10-21T18:11:39.000+0000,005OH000002N6huYAC,2025-10-21T18:11:39.000+0000,(418)686-1200X206,,davidblondeau@gestionfb.com,(418)686-7679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djKaSYAU,False,,23187311,003OH000008kavEYAQ,001OH00000AatmbYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:58:26.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:58:26.000+0000,005OH000007fgYjYAI,2025-10-21T17:58:26.000+0000,005OH000007fgYjYAI,2025-10-21T17:58:26.000+0000,(514)621-6554,,chantal.bibeau@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djMFeYAM,False,,23187348,0030A0000029ihDQAQ,0010A000002w6LUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:58:57.000+0000,False,False,005OH0000084GETYA2,2025-10-21T17:58:57.000+0000,005OH0000084GETYA2,2025-10-21T17:58:57.000+0000,005OH0000084GETYA2,2025-10-21T17:58:57.000+0000,(705)733-3338X102,,ttayler@taylerinsurance.com,(705)733-0883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djNutYAE,False,,23186027,0030A000002CZLLQA4,0010A000002z75eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:38:27.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:38:27.000+0000,005OH000007fgYjYAI,2025-10-21T17:38:28.000+0000,005OH000007fgYjYAI,2025-10-21T17:38:28.000+0000,(514)231-3844,514-990-2991,sergeberube1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djO1MYAU,False,,23187500,0030A0000029UolQAE,0010A000002vusEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:01:19.000+0000,False,False,005OH0000084GETYA2,2025-10-21T18:01:19.000+0000,005OH0000084GETYA2,2025-10-21T18:01:19.000+0000,005OH0000084GETYA2,2025-10-21T18:01:19.000+0000,(289)337-8900,905-802-1580,bill.noble@manulifesecurities.ca,(289)337-8909,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djOKhYAM,False,,23187243,0035o000007S1Z8AAK,0015o0000088Vu5AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:57:15.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:57:15.000+0000,005OH000007fgYjYAI,2025-10-21T17:57:15.000+0000,005OH000007fgYjYAI,2025-10-21T17:57:15.000+0000,(819)743-9935X2,,mbibaut@tremblayfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djOsbYAE,False,,23190632,0035o000005o6DtAAI,0015o000006MDABAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:51:56.000+0000,False,False,0055o000001h4cFAAQ,2025-10-21T18:51:56.000+0000,0055o000001h4cFAAQ,2025-10-21T18:51:57.000+0000,0055o000001h4cFAAQ,2025-10-21T18:51:57.000+0000,(204)981-6532,(204) 981-6532,ryan.hutton@protectyournet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djQZTYA2,False,,23188185,003G0000018f782IAA,0010A000002wPBLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:12:40.000+0000,False,False,0055o000002KxmIAAS,2025-10-21T18:12:40.000+0000,0055o000002KxmIAAS,2025-10-21T18:12:41.000+0000,0055o000002KxmIAAS,2025-10-21T18:12:41.000+0000,(519)518-2025,(519) 636-8823,jenn@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djQmIYAU,False,,23186834,0030A000002CZLLQA4,0010A000002z75eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:51:09.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:51:09.000+0000,005OH000007fgYjYAI,2025-10-21T17:51:09.000+0000,005OH000007fgYjYAI,2025-10-21T17:51:09.000+0000,(514)231-3844,514-990-2991,sergeberube1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djSGHYA2,False,,23187433,0030A0000029q6tQAA,0010A000002wCQdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:00:16.000+0000,False,False,005OH0000084GETYA2,2025-10-21T18:00:16.000+0000,005OH0000084GETYA2,2025-10-21T18:00:17.000+0000,005OH0000084GETYA2,2025-10-21T18:00:17.000+0000,(416)802-3678,(416) 802-3678,agentkathy@aol.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djXkdYAE,False,,23190031,003G0000018f6SEIAY,0010A000002wOOZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:42:36.000+0000,False,False,0055o000001h4cFAAQ,2025-10-21T18:42:36.000+0000,0055o000001h4cFAAQ,2025-10-21T18:42:36.000+0000,0055o000001h4cFAAQ,2025-10-21T18:42:36.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djXseYAE,False,,23189351,0030A0000029mPnQAI,0010A000002w9PbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:31:37.000+0000,False,False,0055o000001h4cFAAQ,2025-10-21T18:31:37.000+0000,0055o000001h4cFAAQ,2025-10-21T18:31:38.000+0000,0055o000001h4cFAAQ,2025-10-21T18:31:38.000+0000,(204)371-1490,,mlynes@mikelynesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djYDeYAM,False,,23186582,0030A0000029XaHQAU,0010A000002vx7qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:47:14.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:47:14.000+0000,005OH000007fgYjYAI,2025-10-21T17:47:15.000+0000,005OH000007fgYjYAI,2025-10-21T17:47:15.000+0000,(514)376-7771,,eliot@finvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djZEZYA2,False,,23189485,003G0000018f783IAA,0010A000002wPBMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:33:48.000+0000,False,False,005OH00000245RQYAY,2025-10-21T18:33:48.000+0000,005OH00000245RQYAY,2025-10-21T18:33:48.000+0000,005OH00000245RQYAY,2025-10-21T18:33:48.000+0000,(450)438-5213,(450) 560-1167,mario.marinier@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djbOMYAY,False,,23187159,0030A0000029atrQAA,0010A000002vzxSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:55:55.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T17:55:55.000+0000,005OH000007fgYjYAI,2025-10-21T17:55:55.000+0000,005OH000007fgYjYAI,2025-10-21T17:55:55.000+0000,(888)672-0877,,mberube@multi-plans.com,(877)781-7390,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djdV8YAI,False,,23190226,0035o000007S1Z8AAK,0015o0000088Vu5AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:45:42.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T18:45:42.000+0000,005OH000007fgYjYAI,2025-10-21T18:45:43.000+0000,005OH000007fgYjYAI,2025-10-21T18:45:43.000+0000,(819)743-9935X2,,mbibaut@tremblayfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djeIzYAI,False,,23186874,003G0000018f7lRIAQ,0010A000002wPrpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T17:51:36.000+0000,False,False,0050A000000XQhmQAG,2025-10-21T17:51:36.000+0000,0050A000000XQhmQAG,2025-10-21T17:51:36.000+0000,0050A000000XQhmQAG,2025-10-21T17:51:36.000+0000,(902)446-3900,(902) 449-5855,mark@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djgJDYAY,False,,23189164,0030A0000029a7BQAQ,0010A000002vzKcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:28:44.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T18:28:44.000+0000,005OH000007fgYjYAI,2025-10-21T18:28:44.000+0000,005OH000007fgYjYAI,2025-10-21T18:28:44.000+0000,(438)494-1002X1001,,martin.forget@lemaitredelassurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djkbJYAQ,False,,23187477,0030A0000029gZjQAI,0010A000002w4a8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:00:49.000+0000,False,False,0055o000002KxmIAAS,2025-10-21T18:00:49.000+0000,0055o000002KxmIAAS,2025-10-21T18:00:50.000+0000,0055o000002KxmIAAS,2025-10-21T18:00:50.000+0000,(905)682-7292,(905) 536-5342,chuck.muysson@ig.ca,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djm5FYAQ,False,,23187618,0030A0000029UolQAE,0010A000002vusEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:03:18.000+0000,False,False,005OH0000084GETYA2,2025-10-21T18:03:18.000+0000,005OH0000084GETYA2,2025-10-21T18:03:18.000+0000,005OH0000084GETYA2,2025-10-21T18:03:18.000+0000,(289)337-8900,905-802-1580,bill.noble@manulifesecurities.ca,(289)337-8909,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djnPWYAY,False,,23189104,003G0000018f6SEIAY,0010A000002wOOZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:27:44.000+0000,False,False,0055o000001h4cFAAQ,2025-10-21T18:27:44.000+0000,0055o000001h4cFAAQ,2025-10-21T18:27:44.000+0000,0055o000001h4cFAAQ,2025-10-21T18:27:44.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djnitYAA,False,,23189501,003OH00000G2graYAB,001OH00000JxNotYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:34:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T18:34:01.000+0000,005OH000004Ir1xYAC,2025-10-21T18:34:01.000+0000,005OH000004Ir1xYAC,2025-10-21T18:34:01.000+0000,(780)239-6699,,jessica.c0212@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djpEUYAY,False,,23191043,0030A0000029phxQAA,0010A000002wC5tQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:59:00.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T18:59:00.000+0000,0050A000001o2WeQAI,2025-10-21T18:59:00.000+0000,0050A000001o2WeQAI,2025-10-21T18:59:00.000+0000,(905)709-7450,416-520-5526,zaydel@rogers.com,(905)709-7400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djpO9YAI,False,,23189439,003OH00000G2grbYAB,001OH00000JxNouYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:33:00.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T18:33:00.000+0000,005OH000004Ir1xYAC,2025-10-21T18:33:00.000+0000,005OH000004Ir1xYAC,2025-10-21T18:33:00.000+0000,(403)918-9800,,hannah.grj1211@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djq7KYAQ,False,,23190419,0030A0000029iTLQAY,0010A000002w6C8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:48:28.000+0000,False,False,005OH000004pk06YAA,2025-10-21T18:48:28.000+0000,005OH000004pk06YAA,2025-10-21T18:48:28.000+0000,005OH000004pk06YAA,2025-10-21T18:48:28.000+0000,(905)760-0093,,tullio@andreisfinancial.com,(905)760-0103,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djqk3YAA,False,,23190950,0030A0000029dm9QAA,0010A000002w2DpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:57:34.000+0000,False,False,005OH000002N6huYAC,2025-10-21T18:57:34.000+0000,005OH000002N6huYAC,2025-10-21T18:57:35.000+0000,005OH000002N6huYAC,2025-10-21T18:57:35.000+0000,(800)567-1070X35288,,pluralsf@pmtroy.com,(844)780-0707,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djrmWYAQ,False,,23190073,003OH00000Fh5YVYAZ,001OH00000JYXjQYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:43:15.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T18:43:15.000+0000,005OH000004Ir1xYAC,2025-10-21T18:43:15.000+0000,005OH000004Ir1xYAC,2025-10-21T18:43:15.000+0000,(780)448-2298X20227,,traceyregner@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djulzYAA,False,,23189742,003OH00000BTkVoYAL,001OH00000DoTc4YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:37:43.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T18:37:43.000+0000,005OH000007fgYjYAI,2025-10-21T18:37:43.000+0000,005OH000007fgYjYAI,2025-10-21T18:37:43.000+0000,(418)862-5643,,gino.gauthier@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djuytYAA,False,,23189488,0030A0000029a5TQAQ,0010A000002vzJEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:33:51.000+0000,False,False,005OH0000084GETYA2,2025-10-21T18:33:51.000+0000,005OH0000084GETYA2,2025-10-21T18:33:51.000+0000,005OH0000084GETYA2,2025-10-21T18:33:51.000+0000,(905)560-5433,,rcrenzella@plan4life.ca,(289)286-1829,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djvbZYAQ,False,,23188596,0030A0000082SNhQAM,0010A000008uxsbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:19:19.000+0000,False,False,0050A000000Hq5PQAS,2025-10-21T18:19:19.000+0000,0050A000000Hq5PQAS,2025-10-21T18:19:20.000+0000,0050A000000Hq5PQAS,2025-10-21T18:19:20.000+0000,(416)451-5655,(416) 451-5655,robert@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djvuvYAA,False,,23188625,003OH00000LLjJ5YAL,001OH00000Q0fSRYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:19:46.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T18:19:46.000+0000,0050A000001o2WeQAI,2025-10-21T18:19:46.000+0000,0050A000001o2WeQAI,2025-10-21T18:19:46.000+0000,(902)420-0957,902-233-5523,betsy.macdonald@td.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djwPbYAI,False,,23189702,003OH00000BTkVoYAL,001OH00000DoTc4YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:37:05.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T18:37:05.000+0000,005OH000007fgYjYAI,2025-10-21T18:37:05.000+0000,005OH000007fgYjYAI,2025-10-21T18:37:05.000+0000,(418)862-5643,,gino.gauthier@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djx5WYAQ,False,,23189420,0030A0000029jw5QAA,0010A000002w7M3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:32:36.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T18:32:36.000+0000,005OH000002iJPDYA2,2025-10-21T18:32:36.000+0000,005OH000002iJPDYA2,2025-10-21T18:32:36.000+0000,(604)273-0232,(778) 838-8899,mcfinancialgroup@hotmail.com,(604)273-0221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djxDZYAY,False,,23188757,0030A000006bhdNQAQ,0010A000006oraiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:22:11.000+0000,False,False,0050A000000Hq5PQAS,2025-10-21T18:22:11.000+0000,0050A000000Hq5PQAS,2025-10-21T18:22:12.000+0000,0050A000000Hq5PQAS,2025-10-21T18:22:12.000+0000,(519) 362-6072,,staci@covered4life.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djxtYYAQ,False,,23190798,003OH00000VeEDrYAN,001OH00000cbImfYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:54:46.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T18:54:46.000+0000,005OH000007fgYjYAI,2025-10-21T18:54:46.000+0000,005OH000007fgYjYAI,2025-10-21T18:54:46.000+0000,(514)884-3665,,seenca08@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000djyo0YAA,False,,23191016,0030A0000029gIaQAI,0010A000002w4MNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:58:36.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T18:58:36.000+0000,005OH000002iJPDYA2,2025-10-21T18:58:37.000+0000,005OH000002iJPDYA2,2025-10-21T18:58:37.000+0000,(604)438-3690,(778) 320-8869,melissameng@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk39JYAQ,False,,23189313,0030A000008WAhlQAG,0010A000009QUi2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:30:59.000+0000,False,False,005OH00000865wTYAQ,2025-10-21T18:30:59.000+0000,005OH00000865wTYAQ,2025-10-21T18:30:59.000+0000,005OH00000865wTYAQ,2025-10-21T18:30:59.000+0000,(780)328-2562X107,,katie@personalizedwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk3ajYAA,False,,23189355,003OH00000HmbA6YAJ,001OH00000LsRgoYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:31:42.000+0000,False,False,0055o000002DK5fAAG,2025-10-21T18:31:42.000+0000,0055o000002DK5fAAG,2025-10-21T18:31:43.000+0000,0055o000002DK5fAAG,2025-10-21T18:31:43.000+0000,(437)684-4101,,toddcampbell437@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk3dxYAA,False,,23189363,0035o000004AVT7AAO,0015o000004kYVSAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:31:53.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T18:31:53.000+0000,005OH000002iJPDYA2,2025-10-21T18:31:53.000+0000,005OH000002iJPDYA2,2025-10-21T18:31:53.000+0000,(778)789-6866,,junezhang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk3u6YAA,False,,23189562,0030A0000029UztQAE,0010A000002vv2TQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:35:06.000+0000,False,False,005OH000002N6huYAC,2025-10-21T18:35:06.000+0000,005OH000002N6huYAC,2025-10-21T18:35:07.000+0000,005OH000002N6huYAC,2025-10-21T18:35:07.000+0000,(819)386-5433,,rrocheleau@outlook.com,(819)378-2944,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk3vpYAA,False,,23191927,003OH00000Uhye7YAB,001OH00000bSFwfYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:13:16.000+0000,False,False,0055o000001h4cFAAQ,2025-10-21T19:13:16.000+0000,0055o000001h4cFAAQ,2025-10-21T19:13:16.000+0000,0055o000001h4cFAAQ,2025-10-21T19:13:16.000+0000,(431)541-5646,,kristen@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk4RxYAI,False,,23189461,003OH00000JbSk0YAF,001OH00000NzxIrYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:33:22.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T18:33:22.000+0000,005OH000007fgYjYAI,2025-10-21T18:33:23.000+0000,005OH000007fgYjYAI,2025-10-21T18:33:23.000+0000,(514)601-4296,,xavier_forget@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk4bdYAA,False,,23189472,0035o000004FOAmAAO,0015o000004ou1TAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:33:35.000+0000,False,False,005OH000002N6huYAC,2025-10-21T18:33:35.000+0000,005OH000002N6huYAC,2025-10-21T18:33:36.000+0000,005OH000002N6huYAC,2025-10-21T18:33:36.000+0000,(418)289-3566,,claude_thiffault@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk5uJYAQ,False,,23190137,0030A0000029giPQAQ,0010A000002w4hDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:44:21.000+0000,False,False,005OH0000084GETYA2,2025-10-21T18:44:21.000+0000,005OH0000084GETYA2,2025-10-21T18:44:21.000+0000,005OH0000084GETYA2,2025-10-21T18:44:21.000+0000,(905)461-3831,(647) 302-0151,michael@mjhfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk6aEYAQ,False,,23190462,0030A0000029oo3QAA,0010A000002wBP3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:49:14.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T18:49:14.000+0000,005OH000007fgYjYAI,2025-10-21T18:49:14.000+0000,005OH000007fgYjYAI,2025-10-21T18:49:14.000+0000,(819)205-7551,,f.tremblay@tremblayfinance.com,(866)585-0124,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk702YAA,False,,23189732,0030A0000029Vz6QAE,0010A000002vvptQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:37:38.000+0000,False,False,005OH000002N6huYAC,2025-10-21T18:37:38.000+0000,005OH000002N6huYAC,2025-10-21T18:37:39.000+0000,005OH000002N6huYAC,2025-10-21T18:37:39.000+0000,(819)564-8893,,dlapointe@groupedevimy.com,(819)564-3077,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk7GCYAY,False,,23192988,003G0000018f7SQIAY,0010A000002wPZ0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:29:45.000+0000,False,False,0055o000002KxaMAAS,2025-10-21T19:29:45.000+0000,0055o000002KxaMAAS,2025-10-21T19:29:45.000+0000,0055o000002KxaMAAS,2025-10-21T19:29:45.000+0000,(780)723-4229,,john@mpsinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk7TCYAY,False,,23193465,0030A00000B9LAWQA3,0010A00000Bjah8QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:36:56.000+0000,False,False,0055o000002DK5fAAG,2025-10-21T19:36:56.000+0000,0055o000002DK5fAAG,2025-10-21T19:36:56.000+0000,0055o000002DK5fAAG,2025-10-21T19:36:56.000+0000,(416)756-8677,,vcake@insurinfo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk8IfYAI,False,,23189835,0030A0000029dlPQAQ,0010A000002w2DAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:39:12.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T18:39:12.000+0000,005OH000007fgYjYAI,2025-10-21T18:39:13.000+0000,005OH000007fgYjYAI,2025-10-21T18:39:13.000+0000,(418)929-4993,,sgauvinletourneau@sawyerlarve.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk8grYAA,False,,23189893,003OH00000FwzP6YAJ,001OH00000Jqox6YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:40:11.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T18:40:11.000+0000,005OH000004Ir1xYAC,2025-10-21T18:40:12.000+0000,005OH000004Ir1xYAC,2025-10-21T18:40:12.000+0000,(403)831-8576,,morganulmer@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dk8x1YAA,False,,23192575,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:23:03.000+0000,False,False,005OH000004pk06YAA,2025-10-21T19:23:03.000+0000,005OH000004pk06YAA,2025-10-21T19:23:03.000+0000,005OH000004pk06YAA,2025-10-21T19:23:03.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkAFhYAM,False,,23191301,0031600002cIwXEAA0,0010A000002wOKAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:03:26.000+0000,False,False,0050A000000XQhmQAG,2025-10-21T19:03:26.000+0000,0050A000000XQhmQAG,2025-10-21T19:03:26.000+0000,0050A000000XQhmQAG,2025-10-21T19:03:26.000+0000,(709)749-6706,(709) 749-6706,meghan@meghandroverfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkBJmYAM,False,,23190201,0030A0000029UyEQAU,0010A000002vv0tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:45:20.000+0000,False,False,005OH000002N6huYAC,2025-10-21T18:45:20.000+0000,005OH000002N6huYAC,2025-10-21T18:45:21.000+0000,005OH000002N6huYAC,2025-10-21T18:45:21.000+0000,(418)687-4444,,llabbe@plani-finance.com,(418)687-3447,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkBLQYA2,False,,23193197,0030A0000029eioQAA,0010A000002w2zEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:32:53.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T19:32:53.000+0000,0050A000001o2WeQAI,2025-10-21T19:32:54.000+0000,0050A000001o2WeQAI,2025-10-21T19:32:54.000+0000,(902)406-3350,(902)406-3350,scott@scottgannon.com,(902)869-2009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkCanYAE,False,,23190270,003OH00000FeMMCYA3,001OH00000JV9XAYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:46:18.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T18:46:18.000+0000,005OH000004Ir1xYAC,2025-10-21T18:46:18.000+0000,005OH000004Ir1xYAC,2025-10-21T18:46:18.000+0000,(587)475-4196,,jenny.macaulay@albertadoctors.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkDzwYAE,False,,23191285,003G0000018f6pIIAQ,0010A000002wOr1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:03:15.000+0000,False,False,0050A000000Hq5PQAS,2025-10-21T19:03:15.000+0000,0050A000000Hq5PQAS,2025-10-21T19:03:15.000+0000,0050A000000Hq5PQAS,2025-10-21T19:03:15.000+0000,(416)789-4527,647-999-4884,robert@romasfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkEBBYA2,False,,23190423,003OH00000Ewfu0YAB,001OH00000Ii0oOYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:48:32.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T18:48:32.000+0000,005OH000004Ir1xYAC,2025-10-21T18:48:33.000+0000,005OH000004Ir1xYAC,2025-10-21T18:48:33.000+0000,(403)796-4074,,gillsuvinder@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkERMYA2,False,,23190625,003OH00000Elz1dYAB,001OH00000IVptbYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:51:51.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T18:51:51.000+0000,005OH000004Ir1xYAC,2025-10-21T18:51:52.000+0000,005OH000004Ir1xYAC,2025-10-21T18:51:52.000+0000,(403)284-0494,,chuma.chukwulozie@igpwm.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkF0nYAE,False,,23190524,003OH00000ErSHbYAN,001OH00000IbwFlYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:50:02.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T18:50:02.000+0000,005OH000004Ir1xYAC,2025-10-21T18:50:02.000+0000,005OH000004Ir1xYAC,2025-10-21T18:50:02.000+0000,(587)973-6526,,mmarcelahebron@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkGsvYAE,False,,23190719,0030A00000B9LAWQA3,0010A00000Bjah8QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:53:34.000+0000,False,False,0055o000002DK5fAAG,2025-10-21T18:53:34.000+0000,0055o000002DK5fAAG,2025-10-21T18:53:34.000+0000,0055o000002DK5fAAG,2025-10-21T18:53:34.000+0000,(416)756-8677,,vcake@insurinfo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkHc6YAE,False,,23191909,003G0000018f6mtIAA,0010A000002wOobQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:13:06.000+0000,False,False,0050A000000Hq5PQAS,2025-10-21T19:13:06.000+0000,0050A000000Hq5PQAS,2025-10-21T19:13:06.000+0000,0050A000000Hq5PQAS,2025-10-21T19:13:06.000+0000,(416)291-0451,(416) 450-8206,info@gerryoharefinancialsecurityadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkHgvYAE,False,,23190814,0030A0000029XqVQAU,0010A000002vxMmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T18:55:00.000+0000,False,False,0055o000001NWfMAAW,2025-10-21T18:55:00.000+0000,0055o000001NWfMAAW,2025-10-21T18:55:00.000+0000,0055o000001NWfMAAW,2025-10-21T18:55:00.000+0000,(416)660-1488,,farlene.soong@gmail.com,(416)999-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkJ66YAE,False,,23194115,003OH00000DO0AiYAL,001OH00000GykEwYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:47:12.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T19:47:12.000+0000,005OH000004Ir1xYAC,2025-10-21T19:47:12.000+0000,005OH000004Ir1xYAC,2025-10-21T19:47:12.000+0000,(403)542-2002,,danaleeyyc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkJIyYAM,False,,23191832,003OH00000Dzo5LYAR,001OH00000HeaayYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:11:59.000+0000,False,False,0050A000000XQhmQAG,2025-10-21T19:11:59.000+0000,0050A000000XQhmQAG,2025-10-21T19:11:59.000+0000,0050A000000XQhmQAG,2025-10-21T19:11:59.000+0000,(902)863-8183,,cathy@successnplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkLmAYAU,False,,23191662,003G0000018f77zIAA,0010A000002wPBIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:09:12.000+0000,False,False,0050A000000Hq5PQAS,2025-10-21T19:09:12.000+0000,0050A000000Hq5PQAS,2025-10-21T19:09:12.000+0000,0050A000000Hq5PQAS,2025-10-21T19:09:12.000+0000,(416)789-4527X300,(647) 896-1455,ram@vohrafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkNBFYA2,False,,23191358,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:04:15.000+0000,False,False,0050A000000WjqvQAC,2025-10-21T19:04:15.000+0000,0050A000000WjqvQAC,2025-10-21T19:04:15.000+0000,0050A000000WjqvQAC,2025-10-21T19:04:15.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkR3fYAE,False,,23194018,003G0000018f78QIAQ,0010A000002wPBjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:45:38.000+0000,False,False,0050A000000XQhmQAG,2025-10-21T19:45:38.000+0000,0050A000000XQhmQAG,2025-10-21T19:45:38.000+0000,0050A000000XQhmQAG,2025-10-21T19:45:38.000+0000,(506)382-6111,(506) 872-2026,phil@tpg-nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkUSsYAM,False,,23192055,003G0000018f6rbIAA,0010A000002wOtLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:15:07.000+0000,False,False,0050A000000Hq5PQAS,2025-10-21T19:15:07.000+0000,0050A000000Hq5PQAS,2025-10-21T19:15:08.000+0000,0050A000000Hq5PQAS,2025-10-21T19:15:08.000+0000,(905)428-1935,,ian.lowing@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkYMtYAM,False,,23193911,003OH00000DhcCIYAZ,001OH00000HKsE0YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:44:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T19:44:01.000+0000,005OH000004Ir1xYAC,2025-10-21T19:44:01.000+0000,005OH000004Ir1xYAC,2025-10-21T19:44:01.000+0000,(403)286-5661,,michael.mason@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkZ7bYAE,False,,23193342,003OH00000Kgb9LYAR,001OH00000PEvL3YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:35:03.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T19:35:03.000+0000,005OH000004Ir1xYAC,2025-10-21T19:35:04.000+0000,005OH000004Ir1xYAC,2025-10-21T19:35:04.000+0000,(780)298-7670,,navreetkaur1601@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkZHFYA2,False,,23192498,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:21:53.000+0000,False,False,005OH000004pk06YAA,2025-10-21T19:21:53.000+0000,005OH000004pk06YAA,2025-10-21T19:21:53.000+0000,005OH000004pk06YAA,2025-10-21T19:21:53.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkaWfYAI,False,,23192646,0030A0000029ds5QAA,0010A000002w2IYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:24:18.000+0000,False,False,0055o000001h4cFAAQ,2025-10-21T19:24:18.000+0000,0055o000001h4cFAAQ,2025-10-21T19:24:19.000+0000,0055o000001h4cFAAQ,2025-10-21T19:24:19.000+0000,(204)346-0843,(204) 371-7733,joel@bourgouin.ca,(204)326-4021,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkdETYAY,False,,23193836,003G0000018f6qSIAQ,0010A000002wOsGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:42:42.000+0000,False,False,0050A000000XQhmQAG,2025-10-21T19:42:42.000+0000,0050A000000XQhmQAG,2025-10-21T19:42:43.000+0000,0050A000000XQhmQAG,2025-10-21T19:42:43.000+0000,(709)678-2322,,tony@tonyrogers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkdskYAA,False,,23193360,0030A0000029eioQAA,0010A000002w2zEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:35:15.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T19:35:15.000+0000,0050A000001o2WeQAI,2025-10-21T19:35:16.000+0000,0050A000001o2WeQAI,2025-10-21T19:35:16.000+0000,(902)406-3350,(902)406-3350,scott@scottgannon.com,(902)869-2009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkf1hYAA,False,,23193140,003OH00000Elz1bYAB,001OH00000IVptZYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:31:57.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T19:31:57.000+0000,005OH000004Ir1xYAC,2025-10-21T19:31:58.000+0000,005OH000004Ir1xYAC,2025-10-21T19:31:58.000+0000,(403)253-4840,,natasha.shajani@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkg10YAA,False,,23193767,003OH00000Dzo5LYAR,001OH00000HeaayYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:41:40.000+0000,False,False,0050A000000XQhmQAG,2025-10-21T19:41:40.000+0000,0050A000000XQhmQAG,2025-10-21T19:41:40.000+0000,0050A000000XQhmQAG,2025-10-21T19:41:40.000+0000,(902)863-8183,,cathy@successnplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkhTKYAY,False,,23193595,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:38:56.000+0000,False,False,0050A000000WjqvQAC,2025-10-21T19:38:56.000+0000,0050A000000WjqvQAC,2025-10-21T19:38:56.000+0000,0050A000000WjqvQAC,2025-10-21T19:38:56.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkhebYAA,False,,23193458,003OH00000EDk9yYAD,001OH00000HtpLCYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:36:53.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T19:36:53.000+0000,005OH000004Ir1xYAC,2025-10-21T19:36:54.000+0000,005OH000004Ir1xYAC,2025-10-21T19:36:54.000+0000,(403)266-9681,,arvind.azariah@rbc.com,(arv)ind-azarXiahrbccom,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dki4QYAQ,False,,23193513,0031600002YOy60AAD,001G000000urMyuIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:37:40.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T19:37:40.000+0000,0050A000001o2WeQAI,2025-10-21T19:37:40.000+0000,0050A000001o2WeQAI,2025-10-21T19:37:40.000+0000,(902) 454-7338,,amy@andersonandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkjWnYAI,False,,23195054,0030A0000029hGlQAI,0010A000002w5C6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:03:24.000+0000,False,False,0050A000001o2WeQAI,2025-10-21T20:03:24.000+0000,0050A000001o2WeQAI,2025-10-21T20:03:24.000+0000,0050A000001o2WeQAI,2025-10-21T20:03:24.000+0000,(506)857-8055,(506) 478-3166,tyler.belyea@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkjgVYAQ,False,,23195899,003OH00000CiKDqYAN,001OH00000FGUJFYA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:19:23.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T20:19:23.000+0000,005OH000004Ir1xYAC,2025-10-21T20:19:24.000+0000,005OH000004Ir1xYAC,2025-10-21T20:19:24.000+0000,(204)396-4095,,gongfang024@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkjjdYAA,False,,23193686,003OH00000Dq4sxYAB,001OH00000HUVHeYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:40:22.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T19:40:22.000+0000,005OH000004Ir1xYAC,2025-10-21T19:40:22.000+0000,005OH000004Ir1xYAC,2025-10-21T19:40:22.000+0000,(403)296-9400,,y.nguyen@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkmXpYAI,False,,23193990,003G0000018f6vXIAQ,0010A000002wOxPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:45:08.000+0000,False,False,005OH000007fgYjYAI,2025-10-21T19:45:08.000+0000,005OH000007fgYjYAI,2025-10-21T19:45:08.000+0000,005OH000007fgYjYAI,2025-10-21T19:45:08.000+0000,(819)383-5333,(819) 701-3693,josee.bilodeau@sf3e3.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dknaNYAQ,False,,23194919,003G0000018f6TIIAY,0010A000002wOQ1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:01:09.000+0000,False,False,0055o000002KxaMAAS,2025-10-21T20:01:09.000+0000,0055o000002KxaMAAS,2025-10-21T20:01:09.000+0000,0055o000002KxaMAAS,2025-10-21T20:01:09.000+0000,(780)489-5704,(780) 721-1946,tmurdock@aspireplanning.ca,(780)800-0407,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkojJYAQ,False,,23194208,003OH00000D3GQXYA3,001OH00000FstCbYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:48:54.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T19:48:54.000+0000,005OH000004Ir1xYAC,2025-10-21T19:48:54.000+0000,005OH000004Ir1xYAC,2025-10-21T19:48:55.000+0000,(403)831-6621,,jessica.apit@oneinfranergy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkqwPYAQ,False,,23194434,0030A00000CGPkdQAH,0010A00000Cr0qRQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T19:52:32.000+0000,False,False,005OH000002N6huYAC,2025-10-21T19:52:32.000+0000,005OH000002N6huYAC,2025-10-21T19:52:33.000+0000,005OH000002N6huYAC,2025-10-21T19:52:33.000+0000,(581)991-1717X104,(418) 558-5781,mcdesrochers@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dkryyYAA,False,,23195971,003OH00000CdAbjYAF,001OH00000FAhUUYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:21:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T20:21:01.000+0000,005OH000004Ir1xYAC,2025-10-21T20:21:01.000+0000,005OH000004Ir1xYAC,2025-10-21T20:21:01.000+0000,(587)707-6498,,juan.campos@nwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dktZOYAY,False,,23197697,003G0000018f6neIAA,0010A000002wOpOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:58:06.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T20:58:06.000+0000,005OH000002iJPDYA2,2025-10-21T20:58:07.000+0000,005OH000002iJPDYA2,2025-10-21T20:58:07.000+0000,(604)732-1508,(604) 537-6439,jasmine@inventawest.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dktnwYAA,False,,23198089,0030A0000029haiQAA,0010A000002w5S6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:09:06.000+0000,False,False,0055o000002KxmIAAS,2025-10-21T21:09:06.000+0000,0055o000002KxmIAAS,2025-10-21T21:09:06.000+0000,0055o000002KxmIAAS,2025-10-21T21:09:06.000+0000,(905)525-5337,,chris@garnerfinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dl3qSYAQ,False,,23196789,0030A000008XUvJQAW,0010A000009Rt9RQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:37:27.000+0000,False,False,005OH00000865wTYAQ,2025-10-21T20:37:27.000+0000,005OH00000865wTYAQ,2025-10-21T20:37:28.000+0000,005OH00000865wTYAQ,2025-10-21T20:37:28.000+0000,(587)891-8580,,weich74@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dl5YyYAI,False,,23197616,0035o000005ym6lAAA,0015o000006WapjAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:56:17.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T20:56:17.000+0000,005OH000002iJPDYA2,2025-10-21T20:56:17.000+0000,005OH000002iJPDYA2,2025-10-21T20:56:17.000+0000,(365)993-8383,2369651292,pinghong@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dl5kEYAQ,False,,23196704,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:35:35.000+0000,False,False,0055o000002KxaMAAS,2025-10-21T20:35:35.000+0000,0055o000002KxaMAAS,2025-10-21T20:35:35.000+0000,0055o000002KxaMAAS,2025-10-21T20:35:35.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dl8YLYAY,False,,23196200,003G0000018f6d3IAA,0010A000002wOaLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:25:28.000+0000,False,False,0055o000002KxaMAAS,2025-10-21T20:25:28.000+0000,0055o000002KxaMAAS,2025-10-21T20:25:28.000+0000,0055o000002KxaMAAS,2025-10-21T20:25:28.000+0000,(780)409-8900,,mike@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dl9e5YAA,False,,23196285,0031600002cHPMZAA4,0010A000002wOJzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:27:06.000+0000,False,False,0055o000002KxaMAAS,2025-10-21T20:27:06.000+0000,0055o000002KxaMAAS,2025-10-21T20:27:06.000+0000,0055o000002KxaMAAS,2025-10-21T20:27:06.000+0000,(825)963-2186,(250) 470-2186,isa@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlALfYAM,False,,23197661,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:57:10.000+0000,False,False,005OH000004Ir1xYAC,2025-10-21T20:57:10.000+0000,005OH000004Ir1xYAC,2025-10-21T20:57:10.000+0000,005OH000004Ir1xYAC,2025-10-21T20:57:10.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlBG7YAM,False,,23198224,0030A000006atqfQAA,0010A000007LaVNQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:12:47.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T21:12:47.000+0000,005OH000002iJPDYA2,2025-10-21T21:12:47.000+0000,005OH000002iJPDYA2,2025-10-21T21:12:47.000+0000,(604)438-1232,(778) 886-8138,sherryzhou2018@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlBfvYAE,False,,23197673,003G0000018f7pCIAQ,0010A000002wPveQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:57:21.000+0000,False,False,0055o000002KxaMAAS,2025-10-21T20:57:21.000+0000,0055o000002KxaMAAS,2025-10-21T20:57:21.000+0000,0055o000002KxaMAAS,2025-10-21T20:57:21.000+0000,(403)352-3144,(403) 352-3144,halgillrie@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlF5CYAU,False,,23198494,0030A00000AuaasQAB,0010A00000BUwwSQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:21:02.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T21:21:02.000+0000,005OH000002iJPDYA2,2025-10-21T21:21:02.000+0000,005OH000002iJPDYA2,2025-10-21T21:21:02.000+0000,(604)809-8686,,wxljoanna@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlKuVYAU,False,,23198278,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:14:21.000+0000,False,False,005OH000005URvxYAG,2025-10-21T21:14:21.000+0000,005OH000005URvxYAG,2025-10-21T21:14:22.000+0000,005OH000005URvxYAG,2025-10-21T21:14:22.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlNfRYAU,False,,23197722,0030A0000029co9QAA,0010A000002w1QNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T20:58:42.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T20:58:42.000+0000,005OH000002iJPDYA2,2025-10-21T20:58:42.000+0000,005OH000002iJPDYA2,2025-10-21T20:58:42.000+0000,(604)961-9288,,wendyliu5615@yahoo.ca,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlPB3YAM,False,,23198954,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:35:27.000+0000,False,False,005OH000005URvxYAG,2025-10-21T21:35:27.000+0000,005OH000005URvxYAG,2025-10-21T21:35:27.000+0000,005OH000005URvxYAG,2025-10-21T21:35:27.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlPuAYAU,False,,23198117,003G0000018f6agIAA,0010A000002wOXyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:09:44.000+0000,False,False,0055o000002KxaMAAS,2025-10-21T21:09:44.000+0000,0055o000002KxaMAAS,2025-10-21T21:09:44.000+0000,0055o000002KxaMAAS,2025-10-21T21:09:44.000+0000,(519)539-9492,,dave@dofinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlQyHYAU,False,,23198036,0030A0000029ZFWQA2,0010A000002vyZnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:07:51.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T21:07:51.000+0000,005OH000002iJPDYA2,2025-10-21T21:07:51.000+0000,005OH000002iJPDYA2,2025-10-21T21:07:51.000+0000,(604)438-3699,(604) 551-9320,estherhu@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlRJHYA2,False,,23198295,0030A0000029bTbQAI,0010A000002w0PXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:14:47.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T21:14:47.000+0000,005OH000002iJPDYA2,2025-10-21T21:14:47.000+0000,005OH000002iJPDYA2,2025-10-21T21:14:47.000+0000,(604)273-0388X228,(604) 726-5822,henry.chiu@plantax.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlSSEYA2,False,,23198199,003G0000018f6zZIAQ,0010A000002wP2DQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:12:01.000+0000,False,False,0055o000002KxaMAAS,2025-10-21T21:12:01.000+0000,0055o000002KxaMAAS,2025-10-21T21:12:01.000+0000,0055o000002KxaMAAS,2025-10-21T21:12:01.000+0000,(403)669-9120,(403) 669-9120,jasavage1@live.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlT3LYAU,False,,23198380,0030A0000029oNvQAI,0010A000002wB2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:17:00.000+0000,False,False,005OH000005URvxYAG,2025-10-21T21:17:00.000+0000,005OH000005URvxYAG,2025-10-21T21:17:00.000+0000,005OH000005URvxYAG,2025-10-21T21:17:00.000+0000,(780)420-6633,(780) 990-9178,jimrey@telus.net,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlT6ZYAU,False,,23198529,0030A0000067EXwQAM,0010A000006ruseQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:21:49.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T21:21:49.000+0000,005OH000002iJPDYA2,2025-10-21T21:21:49.000+0000,005OH000002iJPDYA2,2025-10-21T21:21:49.000+0000,(604)336-8833,(604) 537-7811,franceslee331@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlUvSYAU,False,,23198591,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:23:21.000+0000,False,False,005OH000005URvxYAG,2025-10-21T21:23:21.000+0000,005OH000005URvxYAG,2025-10-21T21:23:21.000+0000,005OH000005URvxYAG,2025-10-21T21:23:21.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlWR1YAM,False,,23199157,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:42:14.000+0000,False,False,005OH000005URvxYAG,2025-10-21T21:42:14.000+0000,005OH000005URvxYAG,2025-10-21T21:42:14.000+0000,005OH000005URvxYAG,2025-10-21T21:42:14.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlcQ0YAI,False,,23199505,0030A0000067EXwQAM,0010A000006ruseQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:55:33.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T21:55:33.000+0000,005OH000002iJPDYA2,2025-10-21T21:55:34.000+0000,005OH000002iJPDYA2,2025-10-21T21:55:34.000+0000,(604)336-8833,(604) 537-7811,franceslee331@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlceUYAQ,False,,23199126,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:40:53.000+0000,False,False,005OH000005URvxYAG,2025-10-21T21:40:53.000+0000,005OH000005URvxYAG,2025-10-21T21:40:53.000+0000,005OH000005URvxYAG,2025-10-21T21:40:53.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlj9hYAA,False,,23199530,0030A00000AjE9mQAF,0010A00000BID9dQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T21:56:22.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T21:56:22.000+0000,005OH000002iJPDYA2,2025-10-21T21:56:23.000+0000,005OH000002iJPDYA2,2025-10-21T21:56:23.000+0000,(604)773-3806,,hayman.tam@wealthfirst.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dlpNCYAY,False,,23200350,0030A000004xAF1QAM,0010A000005iYKIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-21T22:36:35.000+0000,False,False,005OH000002iJPDYA2,2025-10-21T22:36:35.000+0000,005OH000002iJPDYA2,2025-10-21T22:36:35.000+0000,005OH000002iJPDYA2,2025-10-21T22:36:35.000+0000,(778)896-1473,,lydiavancouverbc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,163.0
500OH00000dn0JmYAI,False,,23202780,003OH00000TN9I6YAL,001OH00000Zm0XuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T12:36:58.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T12:36:58.000+0000,0050A000000XQhmQAG,2025-10-22T13:40:54.000+0000,0050A000000XQhmQAG,2025-10-22T13:40:54.000+0000,(416)892-0790,,jacklyn@changinglanesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dn1aoYAA,False,,23203622,003G0000018f6XpIAI,0010A000002wOUuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:12:18.000+0000,False,False,005OH00000AdAzSYAV,2025-10-22T13:12:18.000+0000,005OH00000AdAzSYAV,2025-10-22T13:12:18.000+0000,005OH00000AdAzSYAV,2025-10-22T13:12:18.000+0000,(519)744-5433,(519) 744-0131,nancy.koebel@lyfestylefinancial.ca,(519)578-2121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnCb4YAE,False,,23206740,0030A0000029ZmRQAU,0010A000002vz0pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:27:52.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T14:27:52.000+0000,005OH000004oiYEYAY,2025-10-22T14:27:52.000+0000,005OH000004oiYEYAY,2025-10-22T14:27:52.000+0000,(519)655-3956,(519) 949-2453,jordan@perthfinancialgroup.com,(519)655-3564,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnDH2YAM,False,,23205197,0030A0000029b83QAA,0010A000002w0A2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:54:11.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T13:54:11.000+0000,005OH000007fgYjYAI,2025-10-22T13:54:11.000+0000,005OH000007fgYjYAI,2025-10-22T13:54:11.000+0000,(514)327-1300,(514) 777-6274,jpotvin@sfjp.ca,(514)907-6163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnDQhYAM,False,,23203652,003G0000018f6XpIAI,0010A000002wOUuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:13:00.000+0000,False,False,005OH00000AdAzSYAV,2025-10-22T13:13:00.000+0000,005OH00000AdAzSYAV,2025-10-22T13:13:01.000+0000,005OH00000AdAzSYAV,2025-10-22T13:13:01.000+0000,(519)744-5433,(519) 744-0131,nancy.koebel@lyfestylefinancial.ca,(519)578-2121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnFcKYAU,False,,23205408,0035o00000551NVAAY,0015o000005diFQAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:59:23.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T13:59:23.000+0000,005OH000007fgYjYAI,2025-10-22T13:59:23.000+0000,005OH000007fgYjYAI,2025-10-22T13:59:23.000+0000,(581)984-0272,,andrea.walshg@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnK5cYAE,False,,23204214,0030A00000Cco7kQAB,0015o000007kFn6AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:28:09.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T13:28:09.000+0000,0050A000000WjqvQAC,2025-10-22T13:28:09.000+0000,0050A000000WjqvQAC,2025-10-22T13:28:09.000+0000,(613) 205-8020,,linda@rwsl.ca,(613) 205-8007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnLOHYA2,False,,23205210,0035o000007Zh6sAAC,0015o000008GB9zAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:54:28.000+0000,False,False,005OH00000245ROYAY,2025-10-22T13:54:28.000+0000,005OH00000245ROYAY,2025-10-22T13:54:29.000+0000,005OH00000245ROYAY,2025-10-22T13:54:29.000+0000,(548)708-0053,(519) 566-5991,jsanko@thewealthcenter.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnLjBYAU,False,,23203879,003G0000018f6WwIAI,0010A000002wOU1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:19:15.000+0000,False,False,005OH00000AdAzSYAV,2025-10-22T13:19:15.000+0000,005OH00000AdAzSYAV,2025-10-22T13:19:16.000+0000,005OH00000AdAzSYAV,2025-10-22T13:19:16.000+0000,(519)836-1791,,richard@cremasco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnMdhYAE,False,,23206257,0030A0000029h8WQAQ,0010A000002w546QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:17:28.000+0000,False,False,005OH0000084GETYA2,2025-10-22T14:17:28.000+0000,005OH0000084GETYA2,2025-10-22T14:17:28.000+0000,005OH0000084GETYA2,2025-10-22T14:17:28.000+0000,(905)428-7205,,ljbossuyt@sympatico.ca,(905)428-7290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnONiYAM,False,,23204184,003G0000018f6pBIAQ,0010A000002wOquQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:27:14.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T13:27:14.000+0000,0050A000000WjqvQAC,2025-10-22T13:27:14.000+0000,0050A000000WjqvQAC,2025-10-22T13:27:14.000+0000,(613)205-8020,(613) 812-2241,barry@rwsl.ca,(613)205-8007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnPrfYAE,False,,23205484,0030A00000CeKfCQAV,0010A00000DFlqvQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:01:03.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:01:03.000+0000,005OH000007fgYjYAI,2025-10-22T14:01:04.000+0000,005OH000007fgYjYAI,2025-10-22T14:01:04.000+0000,(438)402-8884,,yddaoust@planifglobale.com,(514)326-0250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnSMbYAM,False,,23206736,0030A0000029i61QAA,0010A000002w5rmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:27:51.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T14:27:51.000+0000,0050A000001o2WeQAI,2025-10-22T14:27:51.000+0000,0050A000001o2WeQAI,2025-10-22T14:27:51.000+0000,902-466-0601,902-209-6021,dsmith@assante.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnTNOYA2,False,,23204789,003OH00000Cq6c2YAB,001OH00000FPgMwYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:43:26.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T13:43:26.000+0000,005OH000007fgYjYAI,2025-10-22T13:43:27.000+0000,005OH000007fgYjYAI,2025-10-22T13:43:27.000+0000,(514)710-0129,,sandramedina66@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnTopYAE,False,,23206138,003OH00000Dzo5LYAR,001OH00000HeaayYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:15:03.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T14:15:03.000+0000,0050A000000XQhmQAG,2025-10-22T14:15:03.000+0000,0050A000000XQhmQAG,2025-10-22T14:15:03.000+0000,(902)863-8183,,cathy@successnplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnUWPYA2,False,,23205986,003G0000018f76NIAQ,0010A000002wP9hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:12:18.000+0000,False,False,005OH00000AdAzSYAV,2025-10-22T14:12:18.000+0000,005OH00000AdAzSYAV,2025-10-22T14:12:19.000+0000,005OH00000AdAzSYAV,2025-10-22T14:12:19.000+0000,(289)932-1066,,stuart@proximafinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnVYtYAM,False,,23205164,0030A0000029b83QAA,0010A000002w0A2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:53:17.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T13:53:17.000+0000,005OH000007fgYjYAI,2025-10-22T13:53:18.000+0000,005OH000007fgYjYAI,2025-10-22T13:53:18.000+0000,(514)327-1300,(514) 777-6274,jpotvin@sfjp.ca,(514)907-6163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnYmwYAE,False,,23206048,0035o000005ofP2AAI,0015o000006MgmhAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:13:16.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T14:13:16.000+0000,005OH000003ds0PYAQ,2025-10-22T14:13:17.000+0000,005OH000003ds0PYAQ,2025-10-22T14:13:17.000+0000,(905)895-4102,,connor.ryan@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnZ6JYAU,False,,23208353,0030A000006mefdQAA,0010A000007bnnzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:58:48.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T14:58:48.000+0000,0050A000000WjqvQAC,2025-10-22T14:58:49.000+0000,0050A000000WjqvQAC,2025-10-22T14:58:49.000+0000,(613)741-5460X225,,george@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnZpNYAU,False,,23204963,0030A000004SIhlQAG,0010A000005E2SjQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:47:54.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T13:47:54.000+0000,005OH000007fgYjYAI,2025-10-22T13:47:54.000+0000,005OH000007fgYjYAI,2025-10-22T13:47:54.000+0000,(514)370-2284,,marcand@visionplus.ca,(450)681-1558,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnb3BYAQ,False,,23205040,003OH00000VwXBUYA3,001OH00000d1oSlYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:50:10.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T13:50:10.000+0000,005OH000007fgYjYAI,2025-10-22T13:50:10.000+0000,005OH000007fgYjYAI,2025-10-22T13:50:10.000+0000,(438)874-6579,,mpaquin@groupestrategia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dncFRYAY,False,,23206689,003G0000018f7GLIAY,0010A000002wPL8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:26:42.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T14:26:42.000+0000,0050A000000WjqvQAC,2025-10-22T14:26:42.000+0000,0050A000000WjqvQAC,2025-10-22T14:26:42.000+0000,(613)254-8484,(613) 883-7395,cedric@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dncVYYAY,False,,23205819,0031600002Yzpm7AAB,001G000000urMzmIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:08:42.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T14:08:42.000+0000,0050A000001o2WeQAI,2025-10-22T14:08:43.000+0000,0050A000001o2WeQAI,2025-10-22T14:08:43.000+0000,(902) 434-9088,(902) 802-0525,amanda@tfi.cc,(902) 434-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnfy2YAA,False,,23205435,0035o000007Zh6sAAC,0015o000008GB9zAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:00:03.000+0000,False,False,005OH00000245ROYAY,2025-10-22T14:00:03.000+0000,005OH00000245ROYAY,2025-10-22T14:00:04.000+0000,005OH00000245ROYAY,2025-10-22T14:00:04.000+0000,(548)708-0053,(519) 566-5991,jsanko@thewealthcenter.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dngFnYAI,False,,23205914,0030A0000029a9XQAQ,0010A000002vzMtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:10:26.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:10:26.000+0000,005OH000007fgYjYAI,2025-10-22T14:10:26.000+0000,005OH000007fgYjYAI,2025-10-22T14:10:26.000+0000,(514)518-8954,,emile.arbour@gmail.com,(450)672-0398,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dngHNYAY,False,,23205413,003OH00000NFK1FYAX,001OH00000SD0lMYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T13:59:27.000+0000,False,False,0055o000001NWfMAAW,2025-10-22T13:59:27.000+0000,0055o000001NWfMAAW,2025-10-22T13:59:28.000+0000,0055o000001NWfMAAW,2025-10-22T13:59:28.000+0000,(416)725-0886,,maobella@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dngu7YAA,False,,23206578,003OH00000FDpqVYAT,001OH00000J1PPpYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:24:36.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:24:36.000+0000,005OH000007fgYjYAI,2025-10-22T14:24:36.000+0000,005OH000007fgYjYAI,2025-10-22T14:24:36.000+0000,(514)497-0862,,liorazohar.bitton@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnhmvYAA,False,,23205533,0030A0000029pLRQAY,0010A000002wBowQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:02:31.000+0000,False,False,005OH0000084GETYA2,2025-10-22T14:02:31.000+0000,005OH0000084GETYA2,2025-10-22T14:02:31.000+0000,005OH0000084GETYA2,2025-10-22T14:02:31.000+0000,(416)816-9121,,jacquie_fyfe@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnhroYAA,False,,23206600,0030A0000029odCQAQ,0010A000002wBFPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:24:51.000+0000,False,False,005OH000002N6huYAC,2025-10-22T14:24:51.000+0000,005OH000002N6huYAC,2025-10-22T14:24:52.000+0000,005OH000002N6huYAC,2025-10-22T14:24:52.000+0000,(418)627-4447X447,(418) 569-9740,alain.rondeau@sfl.ca,(819)477-2955,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dniCpYAI,False,,23207497,0030A0000029bB4QAI,0010A000002w0CyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:43:07.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:43:07.000+0000,005OH000007fgYjYAI,2025-10-22T14:43:07.000+0000,005OH000007fgYjYAI,2025-10-22T14:43:07.000+0000,(418)276-6170,,jacquelin.doucet@sfjdoucet.ca,(418)276-7321,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dniizYAA,False,,23205601,0035o000005emp7AAA,0015o000006DcFoAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:03:52.000+0000,False,False,005OH0000084GETYA2,2025-10-22T14:03:52.000+0000,005OH0000084GETYA2,2025-10-22T14:03:53.000+0000,005OH0000084GETYA2,2025-10-22T14:03:53.000+0000,(647)271-1916,,bobbyg2008@live.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnisgYAA,False,,23205787,0030A0000029bKiQAI,0010A000002w0JdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:08:03.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:08:03.000+0000,005OH000007fgYjYAI,2025-10-22T14:08:03.000+0000,005OH000007fgYjYAI,2025-10-22T14:08:03.000+0000,(514)941-1557,,im.s@hotmail.com,(514)737-6600,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnjASYAY,False,,23206606,003G0000018f6znIAA,0010A000002wP2RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:24:57.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T14:24:57.000+0000,0050A000000WjqvQAC,2025-10-22T14:24:57.000+0000,0050A000000WjqvQAC,2025-10-22T14:24:57.000+0000,(613)902-7100,(613) 849-7041,bob@btfinancial.ca,(613)701-9725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnkMcYAI,False,,23205902,0031600002Yzpm7AAB,001G000000urMzmIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:10:09.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T14:10:09.000+0000,0050A000001o2WeQAI,2025-10-22T14:10:09.000+0000,0050A000001o2WeQAI,2025-10-22T14:10:09.000+0000,(902) 434-9088,(902) 802-0525,amanda@tfi.cc,(902) 434-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnkeOYAQ,False,,23206125,0035o000004QLsEAAW,0015o000004zTVQAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:14:51.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:14:51.000+0000,005OH000007fgYjYAI,2025-10-22T14:14:52.000+0000,005OH000007fgYjYAI,2025-10-22T14:14:52.000+0000,(514)632-1727,,cjasmin@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnkfxYAA,False,,23205762,003G0000018f73wIAA,0010A000002wP7GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:07:26.000+0000,False,False,005OH000002N6huYAC,2025-10-22T14:07:26.000+0000,005OH000002N6huYAC,2025-10-22T14:07:26.000+0000,005OH000002N6huYAC,2025-10-22T14:07:26.000+0000,(418)439-1080,(418) 657-0228,guylaine@refleka.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnmeYYAQ,False,,23206131,0030A0000029pfbQAA,0010A000002wC46QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:14:57.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T14:14:57.000+0000,005OH000003ds0PYAQ,2025-10-22T14:14:57.000+0000,005OH000003ds0PYAQ,2025-10-22T14:14:57.000+0000,(647)922-9057,,catherine.macrae@outlook.com,(905)695-0848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnmuhYAA,False,,23206252,0031600002Yzpm7AAB,001G000000urMzmIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:17:21.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T14:17:21.000+0000,0050A000001o2WeQAI,2025-10-22T14:17:22.000+0000,0050A000001o2WeQAI,2025-10-22T14:17:22.000+0000,(902) 434-9088,(902) 802-0525,amanda@tfi.cc,(902) 434-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnowXYAQ,False,,23207371,0035o000007iWmJAAU,0015o000008PvMsAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:40:55.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T14:40:55.000+0000,0050A000001o2WeQAI,2025-10-22T14:40:55.000+0000,0050A000001o2WeQAI,2025-10-22T14:40:55.000+0000,(902)368-8320,902-218-3957,will.parker@lambefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnp6AYAQ,False,,23206282,0030A0000029odCQAQ,0010A000002wBFPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:18:12.000+0000,False,False,005OH000002N6huYAC,2025-10-22T14:18:12.000+0000,005OH000002N6huYAC,2025-10-22T14:18:12.000+0000,005OH000002N6huYAC,2025-10-22T14:18:12.000+0000,(418)627-4447X447,(418) 569-9740,alain.rondeau@sfl.ca,(819)477-2955,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnphFYAQ,False,,23206189,003OH00000MFQwnYAH,001OH00000R27KaYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:16:02.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:16:02.000+0000,005OH000007fgYjYAI,2025-10-22T14:16:03.000+0000,005OH000007fgYjYAI,2025-10-22T14:16:03.000+0000,(438)868-0481,,youri.ronai-hird@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnpiwYAA,False,,23207219,003OH00000WPmK8YAL,001OH00000dipi6YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:37:36.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:37:36.000+0000,005OH000007fgYjYAI,2025-10-22T14:37:36.000+0000,005OH000007fgYjYAI,2025-10-22T14:37:36.000+0000,(418)317-5395,,eric@plantesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnpqvYAA,False,,23206196,0030A0000029l4IQAQ,0010A000002w8GiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:16:07.000+0000,False,False,005OH0000084GETYA2,2025-10-22T14:16:07.000+0000,005OH0000084GETYA2,2025-10-22T14:16:08.000+0000,005OH0000084GETYA2,2025-10-22T14:16:08.000+0000,(905)401-1526,,citrigno@gmail.com,(905)938-8188,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnqqFYAQ,False,,23206873,003OH00000WPmJzYAL,001OH00000diphxYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:30:27.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:30:27.000+0000,005OH000007fgYjYAI,2025-10-22T14:30:28.000+0000,005OH000007fgYjYAI,2025-10-22T14:30:28.000+0000,(514)878-4131,,gabriel.tessier@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnqzxYAA,False,,23207028,0030A0000029oTZQAY,0010A000002wB7JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:34:03.000+0000,False,False,005OH000002N6huYAC,2025-10-22T14:34:03.000+0000,005OH000002N6huYAC,2025-10-22T14:34:03.000+0000,005OH000002N6huYAC,2025-10-22T14:34:03.000+0000,(418)832-4666,(418) 955-4666,gestion@rolandouellet.com,(418)832-1205,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnrPhYAI,False,,23206289,0030A0000029ngKQAQ,0010A000002wAW5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:18:19.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:18:19.000+0000,005OH000007fgYjYAI,2025-10-22T14:18:19.000+0000,005OH000007fgYjYAI,2025-10-22T14:18:19.000+0000,(514)447-9976X222,,richard.rampersad@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnreGYAQ,False,,23207152,0030A0000029ZuvQAE,0010A000002vz9FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:36:11.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:36:11.000+0000,005OH000007fgYjYAI,2025-10-22T14:36:12.000+0000,005OH000007fgYjYAI,2025-10-22T14:36:12.000+0000,(418)230-2395,,jeanfrancois@conciliasf.com,(418)228-0326,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnu7TYAQ,False,,23207553,0030A0000029YWxQAM,0010A000002vxvzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:44:06.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T14:44:06.000+0000,005OH000004oiYEYAY,2025-10-22T14:44:06.000+0000,005OH000004oiYEYAY,2025-10-22T14:44:06.000+0000,(519)351-6174,(519) 359-6593,gigliola.moretto@outlook.com,(519)351-2009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnx6vYAA,False,,23206781,003OH00000WMTLvYAP,001OH00000dda8cYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:28:42.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:28:42.000+0000,005OH000007fgYjYAI,2025-10-22T14:28:43.000+0000,005OH000007fgYjYAI,2025-10-22T14:28:43.000+0000,(514)922-4396,514-603-0882,dufour.alexia@outlook.com,(514)221-3787,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnyCgYAI,False,,23206994,003OH00000WPwEZYA1,001OH00000dipiDYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:33:04.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:33:04.000+0000,005OH000007fgYjYAI,2025-10-22T14:33:05.000+0000,005OH000007fgYjYAI,2025-10-22T14:33:05.000+0000,(450)693-7000,,jonathan.laforest@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dnyHcYAI,False,,23209034,003OH00000Fu7UWYAZ,001OH00000JnS1wYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:10:39.000+0000,False,False,0055o000002DK5fAAG,2025-10-22T15:10:39.000+0000,0055o000002DK5fAAG,2025-10-22T15:10:40.000+0000,0055o000002DK5fAAG,2025-10-22T15:10:40.000+0000,(437)922-3203,,ahmad.dirawan@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000do06VYAQ,False,,23207629,0030A0000029hvfQAA,0010A000002w5idQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:45:46.000+0000,False,False,005OH000002N6huYAC,2025-10-22T14:45:46.000+0000,005OH000002N6huYAC,2025-10-22T14:45:47.000+0000,005OH000002N6huYAC,2025-10-22T14:45:47.000+0000,(819)410-0447,,benoit.st-jean@sfl.ca,(819)410-0445,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000do28GYAQ,False,,23207898,0030A0000029kPSQAY,0010A000002w7lAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:50:55.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T14:50:55.000+0000,005OH000004oiYEYAY,2025-10-22T14:50:55.000+0000,005OH000004oiYEYAY,2025-10-22T14:50:55.000+0000,(403)529-0555XExt1002,1002,stephen@mixerfa.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000do3icYAA,False,,23208021,003OH000003oorFYAQ,001OH000004o69hYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:52:59.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:52:59.000+0000,005OH000007fgYjYAI,2025-10-22T14:52:59.000+0000,005OH000007fgYjYAI,2025-10-22T14:52:59.000+0000,(819)440-8105,,robert.gay@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000do3x7YAA,False,,23207420,0030A0000029fxXQAQ,0010A000002w427QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:41:31.000+0000,False,False,005OH000002N6huYAC,2025-10-22T14:41:31.000+0000,005OH000002N6huYAC,2025-10-22T14:41:32.000+0000,005OH000002N6huYAC,2025-10-22T14:41:32.000+0000,(418)690-7820,,v.jomphe.ass@gmail.com,(418)693-4974,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000do6bgYAA,False,,23209197,0030A0000029gKJQAY,0010A000002w4O6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:13:33.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T15:13:33.000+0000,005OH000004oiYEYAY,2025-10-22T15:13:34.000+0000,005OH000004oiYEYAY,2025-10-22T15:13:34.000+0000,(519)291-1353,,trent@oaktreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000do6jjYAA,False,,23210997,003G0000018f7SmIAI,0010A000002wPZMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:43:31.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T15:43:31.000+0000,0055o000002KxaMAAS,2025-10-22T15:43:31.000+0000,0055o000002KxaMAAS,2025-10-22T15:43:31.000+0000,(780)429-2919,(780) 937-5324,michael@lawtonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000do6zwYAA,False,,23209675,0030A0000029o4kQAA,0010A000002wAo8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:21:57.000+0000,False,False,005OH000002N6huYAC,2025-10-22T15:21:57.000+0000,005OH000002N6huYAC,2025-10-22T15:21:57.000+0000,005OH000002N6huYAC,2025-10-22T15:21:57.000+0000,(819)762-6655,,normand.trudel2@sympatico.ca,(819)762-2005,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000do8K5YAI,False,,23207774,0030A0000029Y2RQAU,0010A000002vxXzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:48:27.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T14:48:27.000+0000,005OH000007fgYjYAI,2025-10-22T14:48:28.000+0000,005OH000007fgYjYAI,2025-10-22T14:48:28.000+0000,(514)903-3233,,andre@sf-agagnon.com,(514)252-9163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000do8LhYAI,False,,23207776,003G0000018f6ykIAA,0010A000002wP1OQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T14:48:32.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T14:48:32.000+0000,0050A000000WjqvQAC,2025-10-22T14:48:32.000+0000,0050A000000WjqvQAC,2025-10-22T14:48:32.000+0000,(613)986-3062,,brian@mcparlanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doAc4YAE,False,,23210355,0030A0000029fBSQAY,0010A000002w3PSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:32:59.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T15:32:59.000+0000,005OH000003ds0PYAQ,2025-10-22T15:33:00.000+0000,005OH000003ds0PYAQ,2025-10-22T15:33:00.000+0000,(705)670-0492,,catlinmccluskey@gmail.com,(705)525-2140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doDOcYAM,False,,23208621,003G0000018f6ykIAA,0010A000002wP1OQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:03:29.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T15:03:29.000+0000,0050A000000WjqvQAC,2025-10-22T15:03:30.000+0000,0050A000000WjqvQAC,2025-10-22T15:03:30.000+0000,(613)986-3062,,brian@mcparlanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doEJ5YAM,False,,23208713,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:05:08.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T15:05:08.000+0000,005OH000007fgYjYAI,2025-10-22T15:05:08.000+0000,005OH000007fgYjYAI,2025-10-22T15:05:08.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doFANYA2,False,,23211269,003G0000018f6VgIAI,0010A000002wOSNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:47:52.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T15:47:52.000+0000,0050A000000WjqvQAC,2025-10-22T15:47:53.000+0000,0050A000000WjqvQAC,2025-10-22T15:47:53.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doGBGYA2,False,,23210260,003G0000018f76NIAQ,0010A000002wP9hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:31:16.000+0000,False,False,005OH00000AdAzSYAV,2025-10-22T15:31:16.000+0000,005OH00000AdAzSYAV,2025-10-22T15:31:17.000+0000,005OH00000AdAzSYAV,2025-10-22T15:31:17.000+0000,(289)932-1066,,stuart@proximafinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doJsHYAU,False,,23210307,0030A0000029oyaQAA,0010A000002wBXAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:32:07.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T15:32:07.000+0000,005OH000003ds0PYAQ,2025-10-22T15:32:08.000+0000,005OH000003ds0PYAQ,2025-10-22T15:32:08.000+0000,(613)572-1117,,custombuiltmortgages@gmail.com,(613)634-1667,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doL4PYAU,False,,23208798,0030A0000029c71QAA,0010A000002w0vXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:06:24.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T15:06:24.000+0000,005OH000004oiYEYAY,2025-10-22T15:06:25.000+0000,005OH000004oiYEYAY,2025-10-22T15:06:25.000+0000,(519)680-3043,5199029293,cmaaskant@ipcadvisor.com,(519)680-3447,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doSKQYA2,False,,23210741,0030A000008uy9bQAA,0010A000009pyHGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:39:18.000+0000,False,False,0055o000001fOwHAAU,2025-10-22T15:39:18.000+0000,0055o000001fOwHAAU,2025-10-22T15:39:19.000+0000,0055o000001fOwHAAU,2025-10-22T15:39:19.000+0000,(416)366-2971,(647) 459-5767,grow@joelanglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doSSYYA2,False,,23211686,003G0000018f6VJIAY,0010A000002wOS0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:54:44.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T15:54:44.000+0000,0055o000002KxaMAAS,2025-10-22T15:54:44.000+0000,0055o000002KxaMAAS,2025-10-22T15:54:44.000+0000,(403)617-4330,,stuart@libinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doSlvYAE,False,,23211287,003G0000018f760IAA,0010A000002wP9KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:48:06.000+0000,False,False,0055o000002KxmIAAS,2025-10-22T15:48:06.000+0000,0055o000002KxmIAAS,2025-10-22T15:48:06.000+0000,0055o000002KxmIAAS,2025-10-22T15:48:06.000+0000,(905)358-2761,,andrew.fruci@frucifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doSsHYAU,False,,23209608,003G0000018f7dTIAQ,0010A000002wPk1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:20:43.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T15:20:43.000+0000,005OH000004oiYEYAY,2025-10-22T15:20:43.000+0000,005OH000004oiYEYAY,2025-10-22T15:20:43.000+0000,(519) 850-6565,(519) 636-8844,lance@lhg-inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doTlAYAU,False,,23212572,0030A000003sByOQAU,0010A000004enDFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:10:42.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T16:10:42.000+0000,0055o000002KxaMAAS,2025-10-22T16:10:42.000+0000,0055o000002KxaMAAS,2025-10-22T16:10:42.000+0000,(587)226-0907,(587) 226-0907,kodie@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doUqrYAE,False,,23209791,0030A0000029gIKQAY,0010A000002w4M7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:23:47.000+0000,False,False,005G0000002gxxjIAA,2025-10-22T15:23:47.000+0000,005G0000002gxxjIAA,2025-10-22T15:23:47.000+0000,005G0000002gxxjIAA,2025-10-22T15:23:47.000+0000,(819)566-0666,(819) 588-6948,yanick.st-onge@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doVdFYAU,False,,23209880,0030A000002QOT7QAO,0010A000003CwumQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:25:10.000+0000,False,False,005OH00000245ROYAY,2025-10-22T15:25:10.000+0000,005OH00000245ROYAY,2025-10-22T15:25:10.000+0000,005OH00000245ROYAY,2025-10-22T15:25:10.000+0000,(226)787-5904,,michael@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doZYnYAM,False,,23210221,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:30:29.000+0000,False,False,0055o000002KxmIAAS,2025-10-22T15:30:29.000+0000,0055o000002KxmIAAS,2025-10-22T15:30:30.000+0000,0055o000002KxmIAAS,2025-10-22T15:30:30.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doZx0YAE,False,,23210268,003G0000018f7NHIAY,0010A000002wPSwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:31:24.000+0000,False,False,0055o000002KxmIAAS,2025-10-22T15:31:24.000+0000,0055o000002KxmIAAS,2025-10-22T15:31:24.000+0000,0055o000002KxmIAAS,2025-10-22T15:31:24.000+0000,(905)875-7290,(905) 875-7290,mike@mikehpenner.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doa1qYAA,False,,23211186,003OH000003D1XlYAK,001OH000004307lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:46:36.000+0000,False,False,005OH000004pk06YAA,2025-10-22T15:46:36.000+0000,005OH000004pk06YAA,2025-10-22T15:46:36.000+0000,005OH000004pk06YAA,2025-10-22T15:46:36.000+0000,(778)633-0739,,jane.yj.li33@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doacwYAA,False,,23210453,0030A0000029e4aQAA,0010A000002w2U1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:34:37.000+0000,False,False,0055o000002KxmIAAS,2025-10-22T15:34:37.000+0000,0055o000002KxmIAAS,2025-10-22T15:34:37.000+0000,0055o000002KxmIAAS,2025-10-22T15:34:37.000+0000,(289)438-1650,(905) 328-1921,rthomas@assante.com,(289)438-8950,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doajOYAQ,False,,23210717,0030A0000029k3bQAA,0010A000002w7S7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:39:01.000+0000,False,False,005OH00000245RQYAY,2025-10-22T15:39:01.000+0000,005OH00000245RQYAY,2025-10-22T15:39:02.000+0000,005OH00000245RQYAY,2025-10-22T15:39:02.000+0000,(514)757-0160,,husain.dhanji@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dodkWYAQ,False,,23212430,003G000001teLTxIAM,0010A000002wT30QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:08:10.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T16:08:10.000+0000,0055o000002KxaMAAS,2025-10-22T16:08:11.000+0000,0055o000002KxaMAAS,2025-10-22T16:08:11.000+0000,(403)343-7769,(403) 392-7923,teighan@surepathgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doeF7YAI,False,,23210691,0030A000008uy9bQAA,0010A000009pyHGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:38:30.000+0000,False,False,0055o000001fOwHAAU,2025-10-22T15:38:30.000+0000,0055o000001fOwHAAU,2025-10-22T15:38:30.000+0000,0055o000001fOwHAAU,2025-10-22T15:38:30.000+0000,(416)366-2971,(647) 459-5767,grow@joelanglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doeNDYAY,False,,23211405,0030A0000029o4ZQAQ,0010A000002wAnxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:50:00.000+0000,False,False,0055o000001NWfMAAW,2025-10-22T15:50:00.000+0000,0055o000001NWfMAAW,2025-10-22T15:50:00.000+0000,0055o000001NWfMAAW,2025-10-22T15:50:00.000+0000,(416)303-0616,,hchong113@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doelPYAQ,False,,23211438,0030A0000029XqVQAU,0010A000002vxMmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:50:23.000+0000,False,False,005OH000004pk06YAA,2025-10-22T15:50:23.000+0000,005OH000004pk06YAA,2025-10-22T15:50:24.000+0000,005OH000004pk06YAA,2025-10-22T15:50:24.000+0000,(416)660-1488,,farlene.soong@gmail.com,(416)999-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dofSvYAI,False,,23210845,0030A0000029jLOQAY,0010A000002w6sLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:40:57.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T15:40:57.000+0000,005OH000003ds0PYAQ,2025-10-22T15:40:58.000+0000,005OH000003ds0PYAQ,2025-10-22T15:40:58.000+0000,(613)985-4439,,charles@cuffariandcompany.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dog7IYAQ,False,,23212162,0030A0000029WVfQAM,0010A000002vwDvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:03:13.000+0000,False,False,0055o000001NWfMAAW,2025-10-22T16:03:13.000+0000,0055o000001NWfMAAW,2025-10-22T16:03:14.000+0000,0055o000001NWfMAAW,2025-10-22T16:03:14.000+0000,(905)479-5806,6478690509,cecilia_0509@hotmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doifMYAQ,False,,23213356,003OH00000CDliHYAT,001OH00000EhR3RYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:24:47.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T16:24:47.000+0000,005OH000004Ir1xYAC,2025-10-22T16:24:48.000+0000,005OH000004Ir1xYAC,2025-10-22T16:24:48.000+0000,(587)707-4838,,arislen@nwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doix5YAA,False,,23211700,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:54:55.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T15:54:55.000+0000,005OH000003ds0PYAQ,2025-10-22T16:00:47.000+0000,005OH000003ds0PYAQ,2025-10-22T16:00:47.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dolAAYAY,False,,23211566,003G0000018f7QdIAI,0010A000002wPX2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T15:52:37.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T15:52:37.000+0000,0055o000002KxaMAAS,2025-10-22T15:52:38.000+0000,0055o000002KxaMAAS,2025-10-22T15:52:38.000+0000,(587)813-6277X4,,bfoster@acpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doq50YAA,False,,23211998,003G0000018f7OTIAY,0010A000002wPUuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:00:08.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T16:00:08.000+0000,0055o000002KxaMAAS,2025-10-22T16:00:08.000+0000,0055o000002KxaMAAS,2025-10-22T16:00:08.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doqmXYAQ,False,,23212001,0030A0000029YzqQAE,0010A000002vyLPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:00:13.000+0000,False,False,005OH000004pk06YAA,2025-10-22T16:00:13.000+0000,005OH000004pk06YAA,2025-10-22T16:00:14.000+0000,005OH000004pk06YAA,2025-10-22T16:00:14.000+0000,(416)587-8454,(416) 587-8454,mdsouza@theleadingedge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dor5tYAA,False,,23212026,003G0000018f7OTIAY,0010A000002wPUuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:00:42.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T16:00:42.000+0000,0055o000002KxaMAAS,2025-10-22T16:00:42.000+0000,0055o000002KxaMAAS,2025-10-22T16:00:42.000+0000,(403)267-4690,(403) 870-6201,jerry@jerrylweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dotakYAA,False,,23212880,003G0000018f7nEIAQ,0010A000002wPthQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:16:10.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T16:16:10.000+0000,0055o000002KxaMAAS,2025-10-22T16:16:11.000+0000,0055o000002KxaMAAS,2025-10-22T16:16:11.000+0000,(780) 532-9510,(780) 831-8455,mike@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000douLVYAY,False,,23212344,003G0000018f7QIIAY,0010A000002wPWhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:06:32.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T16:06:32.000+0000,0055o000002KxaMAAS,2025-10-22T16:06:32.000+0000,0055o000002KxaMAAS,2025-10-22T16:06:32.000+0000,(403)667-2341,,g.branden@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doxmPYAQ,False,,23212687,003OH00000CL5vaYAD,001OH00000EqEqAYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:12:38.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T16:12:38.000+0000,005OH000004Ir1xYAC,2025-10-22T16:12:39.000+0000,005OH000004Ir1xYAC,2025-10-22T16:12:39.000+0000,(403)383-2745,,ethanli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000doyP8YAI,False,,23212926,003OH00000CL5vTYAT,001OH00000EqEq3YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:17:11.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T16:17:11.000+0000,005OH000004Ir1xYAC,2025-10-22T16:17:12.000+0000,005OH000004Ir1xYAC,2025-10-22T16:17:12.000+0000,(587)223-5208,,jenniferxu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dp1zlYAA,False,,23216945,003G0000018f76JIAQ,0010A000002wP9dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:21:09.000+0000,False,False,005OH00000245RQYAY,2025-10-22T17:21:09.000+0000,005OH00000245RQYAY,2025-10-22T17:21:09.000+0000,005OH00000245RQYAY,2025-10-22T17:21:09.000+0000,(438)372-6289,(514) 265-5981,stephan.breault@csf95.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dp6ubYAA,False,,23215839,0030A0000029ihDQAQ,0010A000002w6LUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:03:22.000+0000,False,False,005OH0000084GETYA2,2025-10-22T17:03:22.000+0000,005OH0000084GETYA2,2025-10-22T17:03:23.000+0000,005OH0000084GETYA2,2025-10-22T17:03:23.000+0000,(705)733-3338X102,,ttayler@taylerinsurance.com,(705)733-0883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpCzxYAE,False,,23214195,003OH00000EzVABYA3,001OH00000Il7QOYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T16:37:44.000+0000,False,False,005OH00000AdAzSYAV,2025-10-22T16:37:44.000+0000,005OH00000AdAzSYAV,2025-10-22T16:37:45.000+0000,005OH00000AdAzSYAV,2025-10-22T16:37:45.000+0000,(519)505-1209,,matt.schieck@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpDT4YAM,False,,23216729,003G0000018f6itIAA,0010A000002wOj8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:17:39.000+0000,False,False,005G0000002gxxjIAA,2025-10-22T17:17:39.000+0000,005G0000002gxxjIAA,2025-10-22T17:17:40.000+0000,005G0000002gxxjIAA,2025-10-22T17:17:40.000+0000,(450)813-3663,(514) 778-7302,sammyzakem@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpLLlYAM,False,,23216310,0030A0000076m5GQAQ,0010A000007xXx4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:11:23.000+0000,False,False,005OH00000245RQYAY,2025-10-22T17:11:23.000+0000,005OH00000245RQYAY,2025-10-22T17:11:23.000+0000,005OH00000245RQYAY,2025-10-22T17:11:23.000+0000,(514)991-4818,,rongrong.dong@yuanrongwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpLYcYAM,False,,23216292,0030A0000029fr6QAA,0010A000002w3w5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:11:01.000+0000,False,False,005G0000002gxxjIAA,2025-10-22T17:11:01.000+0000,005G0000002gxxjIAA,2025-10-22T17:11:02.000+0000,005G0000002gxxjIAA,2025-10-22T17:11:02.000+0000,(514)722-9599,(514) 585-4319,ccayer@groupepst.com,(514)722-9529,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpRcPYAU,False,,23215687,003OH00000DbRLKYA3,001OH00000HETN4YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:00:50.000+0000,False,False,005OH0000084GETYA2,2025-10-22T17:00:50.000+0000,005OH0000084GETYA2,2025-10-22T17:00:51.000+0000,005OH0000084GETYA2,2025-10-22T17:00:51.000+0000,(905)405-1200,,prabh@tangrigroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpSjoYAE,False,,23218016,003G0000018f7nJIAQ,0010A000002wPtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:37:34.000+0000,False,False,0050A000000Hq5PQAS,2025-10-22T17:37:34.000+0000,0050A000000Hq5PQAS,2025-10-22T17:37:34.000+0000,0050A000000Hq5PQAS,2025-10-22T17:37:34.000+0000,(705)749-6776,,laura.boden@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpWU1YAM,False,,23216157,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:08:47.000+0000,False,False,0055o000002KxmIAAS,2025-10-22T17:08:47.000+0000,0055o000002KxmIAAS,2025-10-22T17:08:47.000+0000,0055o000002KxmIAAS,2025-10-22T17:08:47.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpXErYAM,False,,23220411,0030A0000029p22QAA,0010A000002wBZjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:14:43.000+0000,False,False,0055o000001h4cFAAQ,2025-10-22T18:14:43.000+0000,0055o000001h4cFAAQ,2025-10-22T18:14:44.000+0000,0055o000001h4cFAAQ,2025-10-22T18:14:44.000+0000,(204)334-9676,(204) 960-9676,marianneferrer@agapeservices.ca,(204)956-2262,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpZ0TYAU,False,,23216431,0030A0000029g0KQAQ,0010A000002w44VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:13:11.000+0000,False,False,0055o000002DK5fAAG,2025-10-22T17:13:11.000+0000,0055o000002DK5fAAG,2025-10-22T17:13:11.000+0000,0055o000002DK5fAAG,2025-10-22T17:13:11.000+0000,(905)746-7433,,marie.phillips@ipcsecurities.com,(905)648-8185,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpaZFYAY,False,,23216552,003OH000009gNcXYAU,0015o0000082x4XAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:15:08.000+0000,False,False,0055o000002KxmIAAS,2025-10-22T17:15:08.000+0000,0055o000002KxmIAAS,2025-10-22T17:15:09.000+0000,0055o000002KxmIAAS,2025-10-22T17:15:09.000+0000,(905) 394-1434,,sydney@elevateiig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpbX0YAI,False,,23218202,0030A0000029YiXQAU,0010A000002vy4kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:40:22.000+0000,False,False,0055o000002KxmIAAS,2025-10-22T17:40:22.000+0000,0055o000002KxmIAAS,2025-10-22T17:40:22.000+0000,0055o000002KxmIAAS,2025-10-22T17:40:22.000+0000,(905)892-5210,,rhenson@masonfinancialservices.ca,(905)892-6457,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpbggYAA,False,,23219589,003G0000018f6yGIAQ,0010A000002wP0uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:01:30.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T18:01:30.000+0000,0050A000000WjqvQAC,2025-10-22T18:01:30.000+0000,0050A000000WjqvQAC,2025-10-22T18:01:30.000+0000,(613)967-6060,(613) 921-7799,jeanettemolloy@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpc84YAA,False,,23218556,003G0000018f7p5IAA,0010A000002wPvXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:45:57.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T17:45:57.000+0000,0055o000002KxaMAAS,2025-10-22T17:45:57.000+0000,0055o000002KxaMAAS,2025-10-22T17:45:57.000+0000,(403)309-5241,,dan@roadhousefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpc9hYAA,False,,23217501,0030A0000029lXaQAI,0010A000002w8hIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:29:38.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T17:29:38.000+0000,0050A000001o2WeQAI,2025-10-22T17:29:38.000+0000,0050A000001o2WeQAI,2025-10-22T17:29:38.000+0000,(902)404-8410,(902) 449-7637,doug@wiltshirefinancial.ca,(902)468-7292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpfIoYAI,False,,23217803,003G0000018f777IAA,0010A000002wPARQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:33:56.000+0000,False,False,0055o000002KxmIAAS,2025-10-22T17:33:56.000+0000,0055o000002KxmIAAS,2025-10-22T17:33:56.000+0000,0055o000002KxmIAAS,2025-10-22T17:33:56.000+0000,(519)755-9300,(519) 755-9300,nadine@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpoNiYAI,False,,23220240,003OH00000Cq6c2YAB,001OH00000FPgMwYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:11:55.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T18:11:55.000+0000,005OH000007fgYjYAI,2025-10-22T18:11:55.000+0000,005OH000007fgYjYAI,2025-10-22T18:11:55.000+0000,(514)710-0129,,sandramedina66@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpqUPYAY,False,,23221445,0031600002YzZALAA3,0010A000002wOFxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:31:03.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T18:31:03.000+0000,0050A000000WjqvQAC,2025-10-22T18:31:04.000+0000,0050A000000WjqvQAC,2025-10-22T18:31:04.000+0000,(613)583-3603,(613) 583-3603,lynn@kingstonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dptSEYAY,False,,23220234,003G0000018f6VIIAY,0010A000002wORzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:11:50.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T18:11:50.000+0000,0050A000000WjqvQAC,2025-10-22T18:11:50.000+0000,0050A000000WjqvQAC,2025-10-22T18:11:50.000+0000,(613)591-3900,(613) 797-7106,angela@mcauleyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dptqRYAQ,False,,23219029,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:53:04.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T17:53:04.000+0000,0055o000002KxaMAAS,2025-10-22T17:53:05.000+0000,0055o000002KxaMAAS,2025-10-22T17:53:05.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpuL4YAI,False,,23218982,0031600002G4UfGAAV,0010A000002wNEVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:52:13.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T17:52:13.000+0000,0050A000001o2WeQAI,2025-10-22T17:52:14.000+0000,0050A000001o2WeQAI,2025-10-22T17:52:14.000+0000,(902)422-1631,(902) 670-1966,heather@heatherswetnam.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dput1YAA,False,,23222942,003G0000018f74wIAA,0010A000002wP8GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:54:55.000+0000,False,False,0055o000001fOwHAAU,2025-10-22T18:54:55.000+0000,0055o000001fOwHAAU,2025-10-22T18:54:55.000+0000,0055o000001fOwHAAU,2025-10-22T18:54:55.000+0000,(905)276-1177,(905) 609-4455,gavin@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpyVCYAY,False,,23220502,0030A0000029hCvQAI,0010A000002w58QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:16:20.000+0000,False,False,0055o000001h4cFAAQ,2025-10-22T18:16:20.000+0000,0055o000001h4cFAAQ,2025-10-22T18:16:20.000+0000,0055o000001h4cFAAQ,2025-10-22T18:16:20.000+0000,(204)474-2929X2,(204) 227-6395,doug@yourstylefinancial.ca,(877)223-2936,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dpylLYAQ,False,,23223851,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:09:12.000+0000,False,False,005G0000002gxxjIAA,2025-10-22T19:09:12.000+0000,005G0000002gxxjIAA,2025-10-22T19:09:13.000+0000,005G0000002gxxjIAA,2025-10-22T19:09:13.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dq0DaYAI,False,,23219382,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:58:43.000+0000,False,False,005OH000005URvxYAG,2025-10-22T17:58:43.000+0000,005OH000005URvxYAG,2025-10-22T17:58:43.000+0000,005OH000005URvxYAG,2025-10-22T17:58:43.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dq0zyYAA,False,,23219235,003OH00000PPRzbYAH,001OH00000UuC0YYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:56:28.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T17:56:28.000+0000,0050A000001o2WeQAI,2025-10-22T17:56:28.000+0000,0050A000001o2WeQAI,2025-10-22T17:56:28.000+0000,(506)474-2437,,brad.gallant@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dq16RYAQ,False,,23219544,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:00:56.000+0000,False,False,005OH000005URvxYAG,2025-10-22T18:00:56.000+0000,005OH000005URvxYAG,2025-10-22T18:00:56.000+0000,005OH000005URvxYAG,2025-10-22T18:00:56.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dq1OAYAY,False,,23219262,0030A0000029VGEQA2,0010A000002vvDbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:56:54.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T17:56:54.000+0000,0050A000000XQhmQAG,2025-10-22T17:56:54.000+0000,0050A000000XQhmQAG,2025-10-22T17:56:54.000+0000,(902)749-0346,,ken.gray@eastlink.ca,(902)749-0481,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dq1XpYAI,False,,23219198,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:55:57.000+0000,False,False,005OH000005URvxYAG,2025-10-22T17:55:57.000+0000,005OH000005URvxYAG,2025-10-22T17:55:58.000+0000,005OH000005URvxYAG,2025-10-22T17:55:58.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dq2vJYAQ,False,,23219332,003OH00000PPRzbYAH,001OH00000UuC0YYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T17:57:59.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T17:57:59.000+0000,0050A000001o2WeQAI,2025-10-22T17:57:59.000+0000,0050A000001o2WeQAI,2025-10-22T17:57:59.000+0000,(506)474-2437,,brad.gallant@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dq69MYAQ,False,,23222576,0030A0000029YvKQAU,0010A000002vyHIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:48:44.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T18:48:44.000+0000,005OH000004oiYEYAY,2025-10-22T18:48:45.000+0000,005OH000004oiYEYAY,2025-10-22T18:48:45.000+0000,(226)377-3122,,tim@timearleyfinancial.com,(519)488-0616,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dq7tTYAQ,False,,23222832,003G0000018f6V1IAI,0010A000002wORiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:52:56.000+0000,False,False,0055o000001fOwHAAU,2025-10-22T18:52:56.000+0000,0055o000001fOwHAAU,2025-10-22T18:52:56.000+0000,0055o000001fOwHAAU,2025-10-22T18:52:56.000+0000,(905)328-4866,(905) 328-4866,rob.long@impactfg.com,(905)682-5949,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dq9K5YAI,False,,23219949,003G0000018f6vyIAA,0010A000002wOxqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:07:25.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T18:07:25.000+0000,0050A000000WjqvQAC,2025-10-22T18:07:25.000+0000,0050A000000WjqvQAC,2025-10-22T18:07:25.000+0000,(613)724-8247,(613) 724-8247,mark@taggartwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqCl2YAE,False,,23223838,003G0000018f6fOIAQ,0010A000002wOdQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:09:02.000+0000,False,False,0050A000000Hq5PQAS,2025-10-22T19:09:02.000+0000,0050A000000Hq5PQAS,2025-10-22T19:09:03.000+0000,0050A000000Hq5PQAS,2025-10-22T19:09:03.000+0000,(416)629-0495,(416) 629-0495,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqDp9YAE,False,,23222645,003G0000018f6YLIAY,0010A000002wOVQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:49:52.000+0000,False,False,0055o000001fOwHAAU,2025-10-22T18:49:52.000+0000,0055o000001fOwHAAU,2025-10-22T18:49:53.000+0000,0055o000001fOwHAAU,2025-10-22T18:49:53.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqEI9YAM,False,,23220521,0030A0000029lXaQAI,0010A000002w8hIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:16:34.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T18:16:34.000+0000,0050A000001o2WeQAI,2025-10-22T18:16:35.000+0000,0050A000001o2WeQAI,2025-10-22T18:16:35.000+0000,(902)404-8410,(902) 449-7637,doug@wiltshirefinancial.ca,(902)468-7292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqEYLYA2,False,,23223631,0030A0000029jAeQAI,0010A000002w6j7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:05:48.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T19:05:48.000+0000,005OH000004oiYEYAY,2025-10-22T19:05:48.000+0000,005OH000004oiYEYAY,2025-10-22T19:05:48.000+0000,(519)253-3553,8774975606,thomas.luu@ig.ca,(519)253-8064,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqEoXYAU,False,,23223547,003G0000018f6yXIAQ,0010A000002wP1BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:04:38.000+0000,False,False,005OH00000245ROYAY,2025-10-22T19:04:38.000+0000,005OH00000245ROYAY,2025-10-22T19:04:38.000+0000,005OH00000245ROYAY,2025-10-22T19:04:38.000+0000,(519)857-8366,(519) 857-8366,ash@ashgoela.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqI8tYAE,False,,23223942,0031600002EU6MSAA1,0010A000002wNBvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:10:23.000+0000,False,False,0055o000001fOwHAAU,2025-10-22T19:10:23.000+0000,0055o000001fOwHAAU,2025-10-22T19:10:23.000+0000,0055o000001fOwHAAU,2025-10-22T19:10:23.000+0000,(416)889-5488,(416) 889-5488,jon@jjtfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqIfAYAU,False,,23222375,0030A0000029ma9QAA,0010A000002w9ZnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:45:27.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T18:45:27.000+0000,005OH000004oiYEYAY,2025-10-22T18:45:28.000+0000,005OH000004oiYEYAY,2025-10-22T18:45:28.000+0000,(519)651-1246,,david@davlynfinancial.com,(519)578-2477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqJ6fYAE,False,,23224512,0030A0000029eioQAA,0010A000002w2zEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:19:56.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T19:19:56.000+0000,0050A000001o2WeQAI,2025-10-22T19:19:56.000+0000,0050A000001o2WeQAI,2025-10-22T19:19:56.000+0000,(902)406-3350,(902)406-3350,scott@scottgannon.com,(902)869-2009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqJo6YAE,False,,23221322,0030A0000029VApQAM,0010A000002vvAaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:29:15.000+0000,False,False,0050A000000Hq5PQAS,2025-10-22T18:29:15.000+0000,0050A000000Hq5PQAS,2025-10-22T18:29:16.000+0000,0050A000000Hq5PQAS,2025-10-22T18:29:16.000+0000,(905)767-0997,,david@covered4life.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqKgwYAE,False,,23221986,003G0000018f7xYIAQ,0010A000002wQ3jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:39:14.000+0000,False,False,0055o000001h4cFAAQ,2025-10-22T18:39:14.000+0000,0055o000001h4cFAAQ,2025-10-22T18:39:15.000+0000,0055o000001h4cFAAQ,2025-10-22T18:39:15.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqMKYYA2,False,,23222191,0030A0000029bALQAY,0010A000002w0CAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:42:29.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T18:42:29.000+0000,005OH000004oiYEYAY,2025-10-22T18:42:29.000+0000,005OH000004oiYEYAY,2025-10-22T18:42:29.000+0000,(519)608-3432,,blake@bwfg.ca,(519)673-0994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqNlLYAU,False,,23224101,003G0000018f6QkIAI,0010A000002wON6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:13:03.000+0000,False,False,0055o000001fOwHAAU,2025-10-22T19:13:03.000+0000,0055o000001fOwHAAU,2025-10-22T19:13:03.000+0000,0055o000001fOwHAAU,2025-10-22T19:13:03.000+0000,(416)428-7728,(416) 428-7728,mike.stapleton@blackbrickcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqP7AYAU,False,,23223764,0030A0000029bINQAY,0010A000002w0I6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:07:50.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T19:07:50.000+0000,005OH000004oiYEYAY,2025-10-22T19:07:50.000+0000,005OH000004oiYEYAY,2025-10-22T19:07:50.000+0000,(226)456-0493,(226) 456-0493,john.bruschetto@agc.ia.ca,(519)657-9126,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqQKyYAM,False,,23223415,0030A000005daVhQAI,0010A000006NaenQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:02:25.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T19:02:25.000+0000,005OH000004oiYEYAY,2025-10-22T19:02:25.000+0000,005OH000004oiYEYAY,2025-10-22T19:02:25.000+0000,(519)886-2360,,daniela.schout@ig.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqQnzYAE,False,,23221937,003G0000018f6SQIAY,0010A000002wOOlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:38:27.000+0000,False,False,005OH00000245ROYAY,2025-10-22T18:38:27.000+0000,005OH00000245ROYAY,2025-10-22T18:38:27.000+0000,005OH00000245ROYAY,2025-10-22T18:38:27.000+0000,(226)216-2690,(519) 566-4226,jean@rockharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqSHtYAM,False,,23221902,0031600002YQPsSAAX,0010A000002wOCJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:38:03.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T18:38:03.000+0000,0050A000000WjqvQAC,2025-10-22T18:38:04.000+0000,0050A000000WjqvQAC,2025-10-22T18:38:04.000+0000,(613) 735-1500 ext 4003,(613) 867-2916,andrew@theinsuranceman.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqTsKYAU,False,,23223737,003G0000018f6azIAA,0010A000002wOYHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:07:26.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T19:07:26.000+0000,0050A000001o2WeQAI,2025-10-22T19:07:27.000+0000,0050A000001o2WeQAI,2025-10-22T19:07:27.000+0000,(902)849-1304,(902) 578-3771,barry@barryandrews.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqWQOYA2,False,,23222643,003G000001EIIkrIAH,0010A000002wRwvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:49:49.000+0000,False,False,005OH00000245ROYAY,2025-10-22T18:49:49.000+0000,005OH00000245ROYAY,2025-10-22T18:49:50.000+0000,005OH00000245ROYAY,2025-10-22T18:49:50.000+0000,(519)397-5000,(519) 360-6848,kim@utleyfinancialgroup.com,(519)397-1432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqWTaYAM,False,,23222692,003G0000018f6tCIAQ,0010A000002wOuvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:50:44.000+0000,False,False,0055o000001fOwHAAU,2025-10-22T18:50:44.000+0000,0055o000001fOwHAAU,2025-10-22T18:50:45.000+0000,0055o000001fOwHAAU,2025-10-22T18:50:45.000+0000,(905)604-6425,(416) 562-6425,michael@meehanwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqZ4vYAE,False,,23225293,0030A0000029kHGQAY,0010A000002w7dNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:32:17.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T19:32:17.000+0000,0050A000000XQhmQAG,2025-10-22T19:32:17.000+0000,0050A000000XQhmQAG,2025-10-22T19:32:17.000+0000,(506)271-1034,(506) 271-1034,terry@t3financialsolutions.com,(506)635-4054,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqZrIYAU,False,,23223902,0031600002QGBKlAAP,0010A000002wNovQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:09:49.000+0000,False,False,005OH00000AdAzSYAV,2025-10-22T19:09:49.000+0000,005OH00000AdAzSYAV,2025-10-22T19:09:49.000+0000,005OH00000AdAzSYAV,2025-10-22T19:09:49.000+0000,(519)771-4004,(519) 771-4004,ryan@genesiswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqa95YAA,False,,23224951,003G0000018f6xzIAA,0010A000002wP0dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:26:49.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T19:26:49.000+0000,0050A000000XQhmQAG,2025-10-22T19:26:50.000+0000,0050A000000XQhmQAG,2025-10-22T19:26:50.000+0000,(902)678-8883,,trevor@swni.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqbRdYAI,False,,23222879,0030A0000029cmyQAA,0010A000002w1P7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:53:48.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T18:53:48.000+0000,005OH000004oiYEYAY,2025-10-22T18:53:49.000+0000,005OH000004oiYEYAY,2025-10-22T18:53:49.000+0000,(519)982-5997,,lionelcampeau@gmail.com,(519)972-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqcypYAA,False,,23223116,003G0000018f6gZIAQ,0010A000002wOgvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:57:56.000+0000,False,False,005OH00000245ROYAY,2025-10-22T18:57:56.000+0000,005OH00000245ROYAY,2025-10-22T18:57:56.000+0000,005OH00000245ROYAY,2025-10-22T18:57:56.000+0000,(519)336-0999,(226) 927-6325,arun@barillandcompany.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqdTTYAY,False,,23224825,003G0000018f7EIIAY,0010A000002wPJ5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:24:48.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T19:24:48.000+0000,0050A000000XQhmQAG,2025-10-22T19:24:48.000+0000,0050A000000XQhmQAG,2025-10-22T19:24:48.000+0000,(902)482-9665,(902) 789-6687,alex@baywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqdbVYAQ,False,,23223106,0035o000003YV6oAAG,0010A00000CTdZ8QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T18:57:45.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T18:57:45.000+0000,0050A000000XQhmQAG,2025-10-22T18:57:45.000+0000,0050A000000XQhmQAG,2025-10-22T18:57:45.000+0000,,(506) 874-3268,becky.allen@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqgJGYAY,False,,23223482,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:03:27.000+0000,False,False,0050A000000Hq5PQAS,2025-10-22T19:03:27.000+0000,0050A000000Hq5PQAS,2025-10-22T19:03:27.000+0000,0050A000000Hq5PQAS,2025-10-22T19:03:27.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqgUfYAI,False,,23225394,0031600002XcHgMAAV,0010A000002wOBiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:33:59.000+0000,False,False,005OH00000245ROYAY,2025-10-22T19:33:59.000+0000,005OH00000245ROYAY,2025-10-22T19:33:59.000+0000,005OH00000245ROYAY,2025-10-22T19:33:59.000+0000,(519)967-9769,,barrie@horizonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqiBPYAY,False,,23223895,0030A0000029cwAQAQ,0010A000002w1XBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:09:41.000+0000,False,False,0050A000000WjqvQAC,2025-10-22T19:09:41.000+0000,0050A000000WjqvQAC,2025-10-22T19:09:42.000+0000,0050A000000WjqvQAC,2025-10-22T19:09:42.000+0000,(613)274-2610X331,(613) 983-6464,jason.manor@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqiGDYAY,False,,23223597,0030A00000BgzRhQAJ,0010A00000CHD07QAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:05:25.000+0000,False,False,0050A000000Hq5PQAS,2025-10-22T19:05:25.000+0000,0050A000000Hq5PQAS,2025-10-22T19:05:25.000+0000,0050A000000Hq5PQAS,2025-10-22T19:05:25.000+0000,(905)442-2155,(647) 992-3080,stephen.brumm@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqiUnYAI,False,,23225684,003G0000018f6t0IAA,0010A000002wOujQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:38:43.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T19:38:43.000+0000,0050A000000XQhmQAG,2025-10-22T19:38:44.000+0000,0050A000000XQhmQAG,2025-10-22T19:38:44.000+0000,(902)431-5500,(902) 233-7776,cory@arbourwealth.ca,(902)406-4034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqiUpYAI,False,,23226498,003G0000018f6SzIAI,0010A000002wOPJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:52:50.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T19:52:50.000+0000,0055o000002KxaMAAS,2025-10-22T19:52:50.000+0000,0055o000002KxaMAAS,2025-10-22T19:52:50.000+0000,(403)681-2424,(403) 681-2424,james.mooney@practicalwealthmanagement.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqkLIYAY,False,,23226200,003OH00000B4xsvYAB,001OH00000DMqGiYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:47:17.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T19:47:17.000+0000,005OH000004Ir1xYAC,2025-10-22T19:47:18.000+0000,005OH000004Ir1xYAC,2025-10-22T19:47:18.000+0000,(403)299-7394,,christopher.girdler@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqn7qYAA,False,,23225438,003G0000018f77cIAA,0010A000002wPAwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:34:45.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T19:34:45.000+0000,0050A000001o2WeQAI,2025-10-22T19:34:46.000+0000,0050A000001o2WeQAI,2025-10-22T19:34:46.000+0000,(506)650-1393,(506) 650-1393,radhika.joshi@radhikajoshi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqnKlYAI,False,,23224524,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:20:10.000+0000,False,False,005OH000004pk06YAA,2025-10-22T19:20:10.000+0000,005OH000004pk06YAA,2025-10-22T19:20:11.000+0000,005OH000004pk06YAA,2025-10-22T19:20:11.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqodPYAQ,False,,23224811,003OH00000C8Y2SYAV,001OH00000EZY3cYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:24:36.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T19:24:36.000+0000,005OH000004Ir1xYAC,2025-10-22T19:24:36.000+0000,005OH000004Ir1xYAC,2025-10-22T19:24:36.000+0000,(204)290-8683,,yueranli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqpnxYAA,False,,23224361,0030A0000029nl3QAA,0010A000002wAZbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:17:30.000+0000,False,False,005OH000004oiYEYAY,2025-10-22T19:17:30.000+0000,005OH000004oiYEYAY,2025-10-22T19:17:31.000+0000,005OH000004oiYEYAY,2025-10-22T19:17:31.000+0000,(519)326-8883,(519) 965-2320,johnb@ipcleamington.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqrRcYAI,False,,23225676,003OH00000BcKPPYA3,001OH00000Dy6caYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:38:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T19:38:39.000+0000,005OH000004Ir1xYAC,2025-10-22T19:38:39.000+0000,005OH000004Ir1xYAC,2025-10-22T19:38:39.000+0000,(403)710-7379,,stan.wolny@ascendantfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqrkvYAA,False,,23224582,0030A0000029eioQAA,0010A000002w2zEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:20:59.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T19:20:59.000+0000,0050A000001o2WeQAI,2025-10-22T19:21:00.000+0000,0050A000001o2WeQAI,2025-10-22T19:21:00.000+0000,(902)406-3350,(902)406-3350,scott@scottgannon.com,(902)869-2009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqsSXYAY,False,,23226170,0035o000007UeBIAA0,0015o000008B8dHAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:46:51.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T19:46:51.000+0000,0050A000001o2WeQAI,2025-10-22T19:46:51.000+0000,0050A000001o2WeQAI,2025-10-22T19:46:51.000+0000,(416)461-7037,4164090383,tara.bezusko@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dquEDYAY,False,,23226048,0035o000007UeBIAA0,0015o000008B8dHAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:44:32.000+0000,False,False,0050A000001o2WeQAI,2025-10-22T19:44:32.000+0000,0050A000001o2WeQAI,2025-10-22T19:44:32.000+0000,0050A000001o2WeQAI,2025-10-22T19:44:32.000+0000,(416)461-7037,4164090383,tara.bezusko@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dquvhYAA,False,,23224879,0031600002IShKyAAL,0010A000002wNM3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:25:43.000+0000,False,False,0050A000000Hq5PQAS,2025-10-22T19:25:43.000+0000,0050A000000Hq5PQAS,2025-10-22T19:25:43.000+0000,0050A000000Hq5PQAS,2025-10-22T19:25:43.000+0000,(289)277-1204,(647) 406-1780,plewis@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqvADYAY,False,,23224901,003OH00000C5jYhYAJ,001OH00000EWHp3YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:25:53.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T19:25:53.000+0000,005OH000004Ir1xYAC,2025-10-22T19:25:54.000+0000,005OH000004Ir1xYAC,2025-10-22T19:25:54.000+0000,(403)667-8966,,bruceliu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqvi9YAA,False,,23228441,0030A0000029fKgQAI,0010A000002w3YXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:28:23.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T20:28:23.000+0000,005OH000003ds0PYAQ,2025-10-22T20:28:24.000+0000,005OH000003ds0PYAQ,2025-10-22T20:28:24.000+0000,(905)665-8804,,,(905)665-8029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqvlLYAQ,False,,23226243,003OH000002YA73YAG,001OH000003B2WFYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:48:16.000+0000,False,False,0050A000000Hq5PQAS,2025-10-22T19:48:16.000+0000,0050A000000Hq5PQAS,2025-10-22T19:48:17.000+0000,0050A000000Hq5PQAS,2025-10-22T19:48:17.000+0000,(289)813-1059,(289) 813-1059,may@northshorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqwCkYAI,False,,23225134,003G0000018f73KIAQ,0010A000002wP6eQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:29:56.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T19:29:56.000+0000,0050A000000XQhmQAG,2025-10-22T19:29:56.000+0000,0050A000000XQhmQAG,2025-10-22T19:29:56.000+0000,(902)564-5604,(902) 578-8490,rod@macgillivaryfinancialplanners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqweCYAQ,False,,23225637,003G0000018f73UIAQ,0010A000002wP6oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:38:01.000+0000,False,False,0050A000000Hq5PQAS,2025-10-22T19:38:01.000+0000,0050A000000Hq5PQAS,2025-10-22T19:38:02.000+0000,0050A000000Hq5PQAS,2025-10-22T19:38:02.000+0000,(416)291-0451,(416) 436-4875,tony@toliverfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqxVTYAY,False,,23225995,0030A000004wxKsQAI,0010A000005iSHrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:43:43.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T19:43:43.000+0000,0050A000000XQhmQAG,2025-10-22T19:43:43.000+0000,0050A000000XQhmQAG,2025-10-22T19:43:43.000+0000,(902)371-2901,,justin@bretonwealth.ca,(902)270-8035,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqxdSYAQ,False,,23225569,003OH00000BezZZYAZ,001OH00000E17yiYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:36:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T19:36:55.000+0000,005OH000004Ir1xYAC,2025-10-22T19:36:55.000+0000,005OH000004Ir1xYAC,2025-10-22T19:36:55.000+0000,(587)998-1532,,flavia@latitudewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dqyzJYAQ,False,,23225256,0030A000007A5X8QAK,0010A00000815pRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:31:39.000+0000,False,False,0050A000000Hq5PQAS,2025-10-22T19:31:39.000+0000,0050A000000Hq5PQAS,2025-10-22T19:31:39.000+0000,0050A000000Hq5PQAS,2025-10-22T19:31:39.000+0000,(905)831-3600X4220,(647) 545-8575,tristan.martin@bulwarkfc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr1AnYAI,False,,23225455,0031600002XcHgMAAV,0010A000002wOBiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:35:07.000+0000,False,False,005OH00000245ROYAY,2025-10-22T19:35:07.000+0000,005OH00000245ROYAY,2025-10-22T19:35:08.000+0000,005OH00000245ROYAY,2025-10-22T19:35:08.000+0000,(519)967-9769,,barrie@horizonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr1HFYAY,False,,23225467,003G0000018f7KpIAI,0010A000002wPQWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:35:20.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T19:35:20.000+0000,0050A000000XQhmQAG,2025-10-22T19:35:20.000+0000,0050A000000XQhmQAG,2025-10-22T19:35:20.000+0000,(506)639-3706,,dmacartney@belmontwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr1h5YAA,False,,23226727,0035o0000069AHHAA2,0015o000006haIgAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:56:29.000+0000,False,False,0055o000001h4cFAAQ,2025-10-22T19:56:29.000+0000,0055o000001h4cFAAQ,2025-10-22T19:56:29.000+0000,0055o000001h4cFAAQ,2025-10-22T19:56:29.000+0000,(204)489-5534,(204) 232-5018,amy.pilloud@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr3isYAA,False,,23225811,003G0000018f6XWIAY,0010A000002wOUbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:41:09.000+0000,False,False,0050A000000XQhmQAG,2025-10-22T19:41:09.000+0000,0050A000000XQhmQAG,2025-10-22T19:41:09.000+0000,0050A000000XQhmQAG,2025-10-22T19:41:09.000+0000,(902)270-8032,(902) 561-1019,scott@bretonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr3u9YAA,False,,23225734,0030A0000029cFwQAI,0010A000002w13aQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:39:39.000+0000,False,False,0055o000001NWfMAAW,2025-10-22T19:39:39.000+0000,0055o000001NWfMAAW,2025-10-22T19:39:39.000+0000,0055o000001NWfMAAW,2025-10-22T19:39:39.000+0000,(416)624-3809,,bradbardeau@gmail.com,(905)619-2269,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr4tRYAQ,False,,23225835,003G000001veMG3IAM,0010A000002wT4HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:41:30.000+0000,False,False,0050A000000Hq5PQAS,2025-10-22T19:41:30.000+0000,0050A000000Hq5PQAS,2025-10-22T19:41:31.000+0000,0050A000000Hq5PQAS,2025-10-22T19:41:31.000+0000,(705)332-2002,(613) 334-6323,michael@rupnow.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr4tVYAQ,False,,23226851,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:58:31.000+0000,False,False,005OH000005URvxYAG,2025-10-22T19:58:31.000+0000,005OH000005URvxYAG,2025-10-22T19:58:31.000+0000,005OH000005URvxYAG,2025-10-22T19:58:31.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr59ZYAQ,False,,23225852,0030A000009SwtiQAC,0010A00000AVr69QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:41:41.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T19:41:41.000+0000,0055o000002KxaMAAS,2025-10-22T19:41:41.000+0000,0055o000002KxaMAAS,2025-10-22T19:41:41.000+0000,(403)464-1799,(403) 464-1799,phil@eternalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr5ZNYAY,False,,23225903,003OH00000BIXlfYAH,001OH00000Dc5H2YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:42:21.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T19:42:21.000+0000,005OH000004Ir1xYAC,2025-10-22T19:42:21.000+0000,005OH000004Ir1xYAC,2025-10-22T19:42:21.000+0000,(587)700-5824,,abidemi.aremu@alphaspringfinancial.com,(403)453-8279,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr6SEYAY,False,,23227284,0030A00000B90wuQAB,0010A00000BjGR2QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:06:15.000+0000,False,False,0055o000001h4cFAAQ,2025-10-22T20:06:15.000+0000,0055o000001h4cFAAQ,2025-10-22T20:06:15.000+0000,0055o000001h4cFAAQ,2025-10-22T20:06:15.000+0000,(204)292-2140,(204) 292-2140,analiza.protacio@alpfinancial.ca,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr93VYAQ,False,,23226280,003G000001IkUz5IAF,0010A000002wSC3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:48:52.000+0000,False,False,005OH00000245ROYAY,2025-10-22T19:48:52.000+0000,005OH00000245ROYAY,2025-10-22T19:48:52.000+0000,005OH00000245ROYAY,2025-10-22T19:48:52.000+0000,(519)250-9777,(519) 981-5795,blarocque@stewartfisher.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dr9l4YAA,False,,23226347,003OH00000ArAy0YAF,001OH00000D6rmzYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:50:21.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T19:50:21.000+0000,005OH000004Ir1xYAC,2025-10-22T19:50:22.000+0000,005OH000004Ir1xYAC,2025-10-22T19:50:22.000+0000,(587)879-5888,,catherinetian@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drAxGYAU,False,,23228535,003OH00000HfQOEYA3,001OH00000LkMfwYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:30:12.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T20:30:12.000+0000,0055o000002KxaMAAS,2025-10-22T20:30:13.000+0000,0055o000002KxaMAAS,2025-10-22T20:30:13.000+0000,(604)839-4268,,matt.lister@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drB8YYAU,False,,23226697,003OH00000AoM2nYAF,001OH00000D3jSiYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:56:09.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T19:56:09.000+0000,005OH000004Ir1xYAC,2025-10-22T19:56:09.000+0000,005OH000004Ir1xYAC,2025-10-22T19:56:09.000+0000,(780)729-3819,,yingnanzhi@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drBV7YAM,False,,23226527,003OH00000AoM2nYAF,001OH00000D3jSiYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:53:14.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T19:53:14.000+0000,005OH000004Ir1xYAC,2025-10-22T19:53:15.000+0000,005OH000004Ir1xYAC,2025-10-22T19:53:15.000+0000,(780)729-3819,,yingnanzhi@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drBoVYAU,False,,23226646,0030A0000029k1IQAQ,0010A000002w7QNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:55:19.000+0000,False,False,005OH000007fgYjYAI,2025-10-22T19:55:19.000+0000,005OH000007fgYjYAI,2025-10-22T19:55:19.000+0000,005OH000007fgYjYAI,2025-10-22T19:55:19.000+0000,(514)712-5494,,patrice@gfgougeon.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drCJ7YAM,False,,23226600,0030A0000029kA0QAI,0010A000002w7WpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T19:54:27.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T19:54:27.000+0000,0055o000002KxaMAAS,2025-10-22T19:54:28.000+0000,0055o000002KxaMAAS,2025-10-22T19:54:28.000+0000,(403)273-8660,,scott@holdentaylor.ca,(403)273-3005,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drEZUYA2,False,,23228660,0030A0000029gACQAY,0010A000002w4E8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:32:27.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T20:32:27.000+0000,005OH000003ds0PYAQ,2025-10-22T20:32:27.000+0000,005OH000003ds0PYAQ,2025-10-22T20:32:27.000+0000,(705)942-4276,,christina@lajambe.net,(705)942-4277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drFNSYA2,False,,23227344,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:07:37.000+0000,False,False,005OH000005URvxYAG,2025-10-22T20:07:37.000+0000,005OH000005URvxYAG,2025-10-22T20:07:38.000+0000,005OH000005URvxYAG,2025-10-22T20:07:38.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drGHwYAM,False,,23227940,0030A0000029c7XQAQ,0010A000002w0w3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:19:12.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T20:19:12.000+0000,005OH000003ds0PYAQ,2025-10-22T20:19:12.000+0000,005OH000003ds0PYAQ,2025-10-22T20:19:12.000+0000,(613)332-5244,,hjohns@gpwealth.ca,(613)332-8033,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drIJnYAM,False,,23230079,003OH000007WMKlYAO,001OH000009G3MZYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T21:03:44.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T21:03:44.000+0000,005OH000004Ir1xYAC,2025-10-22T21:03:44.000+0000,005OH000004Ir1xYAC,2025-10-22T21:03:44.000+0000,(306)216-7890,,quotebyviraj@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drKWqYAM,False,,23228052,0030A0000029fr6QAA,0010A000002w3w5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:21:11.000+0000,False,False,005G0000002gxxjIAA,2025-10-22T20:21:11.000+0000,005G0000002gxxjIAA,2025-10-22T20:21:12.000+0000,005G0000002gxxjIAA,2025-10-22T20:21:12.000+0000,(514)722-9599,(514) 585-4319,ccayer@groupepst.com,(514)722-9529,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drKv1YAE,False,,23227754,003G0000018f6itIAA,0010A000002wOj8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:15:36.000+0000,False,False,005G0000002gxxjIAA,2025-10-22T20:15:36.000+0000,005G0000002gxxjIAA,2025-10-22T20:15:36.000+0000,005G0000002gxxjIAA,2025-10-22T20:15:36.000+0000,(450)813-3663,(514) 778-7302,sammyzakem@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drLeFYAU,False,,23228771,003OH000007m1fKYAQ,001OH000009XDB1YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:34:40.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T20:34:40.000+0000,005OH000004Ir1xYAC,2025-10-22T20:34:40.000+0000,005OH000004Ir1xYAC,2025-10-22T20:34:40.000+0000,(403)660-7025,,benjamin.scott@envestfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drMYbYAM,False,,23227618,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:12:52.000+0000,False,False,005OH000005URvxYAG,2025-10-22T20:12:52.000+0000,005OH000005URvxYAG,2025-10-22T20:12:52.000+0000,005OH000005URvxYAG,2025-10-22T20:12:52.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drNHmYAM,False,,23227849,003OH00000Dq4suYAB,001OH00000HUVHbYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:17:29.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T20:17:29.000+0000,005OH000003ds0PYAQ,2025-10-22T20:17:29.000+0000,005OH000003ds0PYAQ,2025-10-22T20:17:29.000+0000,(647)299-7482,,cherylrobertsie@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drNv4YAE,False,,23228014,0030A0000029fr6QAA,0010A000002w3w5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:20:28.000+0000,False,False,005G0000002gxxjIAA,2025-10-22T20:20:28.000+0000,005G0000002gxxjIAA,2025-10-22T20:20:29.000+0000,005G0000002gxxjIAA,2025-10-22T20:20:29.000+0000,(514)722-9599,(514) 585-4319,ccayer@groupepst.com,(514)722-9529,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drONWYA2,False,,23227925,0030A0000029cLNQAY,0010A000002w17EQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:18:57.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T20:18:57.000+0000,005OH000003ds0PYAQ,2025-10-22T20:18:57.000+0000,005OH000003ds0PYAQ,2025-10-22T20:18:57.000+0000,(613)394-8200,,christian.jaehn-kreibaum@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drOYnYAM,False,,23227810,0030A0000029iiSQAQ,0010A000002w6MUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:16:44.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T20:16:44.000+0000,005OH000003ds0PYAQ,2025-10-22T20:16:44.000+0000,005OH000003ds0PYAQ,2025-10-22T20:16:44.000+0000,(705)474-1441,(705) 477-4370,charles.elliott@edwardjones.com,(888)715-7661,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drPLBYA2,False,,23227885,0035o0000065T8wAAE,0015o000006duN8AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:18:14.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T20:18:14.000+0000,005OH000003ds0PYAQ,2025-10-22T20:18:15.000+0000,005OH000003ds0PYAQ,2025-10-22T20:18:15.000+0000,(647)299-5123,,befinsure@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drQ7eYAE,False,,23229459,003OH000005j04MYAQ,001OH000007AXDJYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:49:25.000+0000,False,False,005OH000005URvxYAG,2025-10-22T20:49:25.000+0000,005OH000005URvxYAG,2025-10-22T20:49:25.000+0000,005OH000005URvxYAG,2025-10-22T20:49:25.000+0000,(780)263-6699,,brentt.carlson@envestfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drRDPYA2,False,,23229924,0030A0000080W1UQAU,0010A000008sz5MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T21:00:12.000+0000,False,False,005OH000005URvxYAG,2025-10-22T21:00:12.000+0000,005OH000005URvxYAG,2025-10-22T21:00:12.000+0000,005OH000005URvxYAG,2025-10-22T21:00:12.000+0000,(587)501-4862,,flora.tie7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drREvYAM,False,,23228041,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:21:01.000+0000,False,False,005OH000003ds0PYAQ,2025-10-22T20:21:01.000+0000,005OH000003ds0PYAQ,2025-10-22T20:21:01.000+0000,005OH000003ds0PYAQ,2025-10-22T20:21:01.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drUxlYAE,False,,23230089,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T21:04:09.000+0000,False,False,005OH000005URvxYAG,2025-10-22T21:04:09.000+0000,005OH000005URvxYAG,2025-10-22T21:04:09.000+0000,005OH000005URvxYAG,2025-10-22T21:04:09.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drXYwYAM,False,,23230206,0030A0000029hepQAA,0010A000002w5V0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T21:07:01.000+0000,False,False,0055o000001NWfMAAW,2025-10-22T21:07:01.000+0000,0055o000001NWfMAAW,2025-10-22T21:07:01.000+0000,0055o000001NWfMAAW,2025-10-22T21:07:01.000+0000,(647)449-9495,(647) 449-9495,cliuping@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drXvRYAU,False,,23228608,003OH000007p8dpYAA,001OH000009aUyTYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:31:29.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T20:31:29.000+0000,005OH000004Ir1xYAC,2025-10-22T20:31:29.000+0000,005OH000004Ir1xYAC,2025-10-22T20:31:29.000+0000,(403)313-4799,,stephendpoole.sp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drcjqYAA,False,,23229552,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:51:20.000+0000,False,False,005OH000005URvxYAG,2025-10-22T20:51:20.000+0000,005OH000005URvxYAG,2025-10-22T20:51:21.000+0000,005OH000005URvxYAG,2025-10-22T20:51:21.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dre2ZYAQ,False,,23229912,003OH000007ZiADYA0,001OH000009Jl9KYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:59:57.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T20:59:57.000+0000,005OH000004Ir1xYAC,2025-10-22T20:59:57.000+0000,005OH000004Ir1xYAC,2025-10-22T20:59:57.000+0000,(403)519-2820,,mathrion20@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dreAbYAI,False,,23229971,003OH00000QjYMtYAN,001OH00000WWlnuYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T21:01:15.000+0000,False,False,005OH000005URvxYAG,2025-10-22T21:01:15.000+0000,005OH000005URvxYAG,2025-10-22T21:01:15.000+0000,005OH000005URvxYAG,2025-10-22T21:01:15.000+0000,(403)346-0095,(403) 396-2094,shirleychahley@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drhJhYAI,False,,23229486,0030A0000029avMQAQ,0010A000002vzyiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:50:02.000+0000,False,False,005OH000005URvxYAG,2025-10-22T20:50:02.000+0000,005OH000005URvxYAG,2025-10-22T20:50:03.000+0000,005OH000005URvxYAG,2025-10-22T20:50:03.000+0000,(780)753-2005,780-753-0219,danielschindel@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000drmXtYAI,False,,23229804,0035o000004POp9AAG,0015o000004yXxtAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T20:57:32.000+0000,False,False,005OH000005URvxYAG,2025-10-22T20:57:32.000+0000,005OH000005URvxYAG,2025-10-22T20:57:33.000+0000,005OH000005URvxYAG,2025-10-22T20:57:33.000+0000,(780)953-1833,,affinancialgp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dro0HYAQ,False,,23231112,003OH00000UHNQZYA5,001OH00000avI0ZYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T21:34:24.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T21:34:24.000+0000,005OH000004Ir1xYAC,2025-10-22T21:34:25.000+0000,005OH000004Ir1xYAC,2025-10-22T21:34:25.000+0000,(403)708-9117,,katherine.li1115@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dro57YAA,False,,23230878,003OH000006yx0BYAQ,001OH000008dKoiYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T21:26:15.000+0000,False,False,005OH000004Ir1xYAC,2025-10-22T21:26:15.000+0000,005OH000004Ir1xYAC,2025-10-22T21:26:16.000+0000,005OH000004Ir1xYAC,2025-10-22T21:26:16.000+0000,(403)978-9018,,faithweng@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dro8JYAQ,False,,23230352,0035o000003UHx2AAG,0015o0000047XJxAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T21:10:35.000+0000,False,False,005OH000005URvxYAG,2025-10-22T21:10:35.000+0000,005OH000005URvxYAG,2025-10-22T21:10:35.000+0000,005OH000005URvxYAG,2025-10-22T21:10:35.000+0000,(780)464-7550,,tom@tomcorsmeier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000ds9PdYAI,False,,23231687,0030A0000029ZoBQAU,0010A000002vz2UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T21:55:43.000+0000,False,False,005OH000005URvxYAG,2025-10-22T21:55:43.000+0000,005OH000005URvxYAG,2025-10-22T21:55:43.000+0000,005OH000005URvxYAG,2025-10-22T21:55:43.000+0000,(780)449-6292X240,,scott@kewcorp.ca,(780)467-3260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dsBcjYAE,False,,23231856,0031600002cHPMZAA4,0010A000002wOJzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T22:03:30.000+0000,False,False,0055o000002KxaMAAS,2025-10-22T22:03:30.000+0000,0055o000002KxaMAAS,2025-10-22T22:03:30.000+0000,0055o000002KxaMAAS,2025-10-22T22:03:30.000+0000,(825)963-2186,(250) 470-2186,isa@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dsDLBYA2,False,,23231997,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T22:09:08.000+0000,False,False,005OH000005URvxYAG,2025-10-22T22:09:08.000+0000,005OH000005URvxYAG,2025-10-22T22:09:08.000+0000,005OH000005URvxYAG,2025-10-22T22:09:08.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dsNyrYAE,False,,23232834,003OH00000QSn8UYAT,001OH00000WCHW5YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T22:52:53.000+0000,False,False,005OH000002iJPDYA2,2025-10-22T22:52:53.000+0000,005OH000002iJPDYA2,2025-10-22T22:52:53.000+0000,005OH000002iJPDYA2,2025-10-22T22:52:53.000+0000,(778)855-2592,,deolee989@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dsWCXYA2,False,,23233296,0030A0000067EXmQAM,0010A000006rusZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T23:24:47.000+0000,False,False,005OH000002iJPDYA2,2025-10-22T23:24:47.000+0000,005OH000002iJPDYA2,2025-10-22T23:24:48.000+0000,005OH000002iJPDYA2,2025-10-22T23:24:48.000+0000,(604)812-8908,(604) 812-8908,yingsights@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dsZAPYA2,False,,23233498,0030A000007lXgMQAU,0010A000008dBdvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-22T23:40:32.000+0000,False,False,005OH000002iJPDYA2,2025-10-22T23:40:32.000+0000,005OH000002iJPDYA2,2025-10-22T23:40:32.000+0000,005OH000002iJPDYA2,2025-10-22T23:40:32.000+0000,(604)505-8864,,michellemcmc@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,162.0
500OH00000dtTe3YAE,False,,23234817,0030A0000029VO3QAM,0010A000002vvIlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T12:28:38.000+0000,False,False,0050A000000XQhmQAG,2025-10-23T12:28:38.000+0000,0050A000000XQhmQAG,2025-10-23T12:28:39.000+0000,0050A000000XQhmQAG,2025-10-23T12:28:39.000+0000,(709)576-2708,,douglas.chafe@cibc.ca,(709)754-5469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dtrN8YAI,False,,23239365,0030A0000029lH5QAI,0010A000002w8SIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:35:10.000+0000,False,False,005OH000002N6huYAC,2025-10-23T14:35:10.000+0000,005OH000002N6huYAC,2025-10-23T14:35:10.000+0000,005OH000002N6huYAC,2025-10-23T14:35:10.000+0000,(418)837-2421,,jean.leblanc@sfl.ca,(418)837-8200,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dttlVYAQ,False,,23238002,003G0000018f6jfIAA,0010A000002wOjtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:07:20.000+0000,False,False,0050A000000Hq5PQAS,2025-10-23T14:07:20.000+0000,0050A000000Hq5PQAS,2025-10-23T14:07:21.000+0000,0050A000000Hq5PQAS,2025-10-23T14:07:21.000+0000,(905)372-0620,(905) 626-7440,stephen@stephencragg.com,(289)252-0967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000du2FBYAY,False,,23236720,0031600002YOy60AAD,001G000000urMyuIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T13:36:24.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T13:36:24.000+0000,0050A000001o2WeQAI,2025-10-23T13:36:25.000+0000,0050A000001o2WeQAI,2025-10-23T13:36:25.000+0000,(902) 454-7338,,amy@andersonandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000du2aDYAQ,False,,23237718,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,,True,2025-10-23T14:01:41.000+0000,False,False,005OH000006uYrkYAE,2025-10-23T14:00:23.000+0000,005OH000006uYrkYAE,2025-10-23T14:01:41.000+0000,005OH000006uYrkYAE,2025-10-23T14:01:41.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000du6PFYAY,False,,23237024,003G0000018f7GkIAI,0010A000002wPLXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T13:44:12.000+0000,False,False,0050A000000XQhmQAG,2025-10-23T13:44:12.000+0000,0050A000000XQhmQAG,2025-10-23T13:44:12.000+0000,0050A000000XQhmQAG,2025-10-23T13:44:12.000+0000,(902)209-6600,(902) 209-6600,paul@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000du6QtYAI,False,,23237208,0030A0000029X15QAE,0010A000002vwgIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T13:49:11.000+0000,False,False,0050A000000XQhmQAG,2025-10-23T13:49:11.000+0000,0050A000000XQhmQAG,2025-10-23T13:49:11.000+0000,0050A000000XQhmQAG,2025-10-23T13:49:11.000+0000,(902)629-1114,(902) 393-2981,craig@burgoyneinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000du6SZYAY,False,,23238278,003G0000018f6fOIAQ,0010A000002wOdQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:13:40.000+0000,False,False,0050A000000Hq5PQAS,2025-10-23T14:13:40.000+0000,0050A000000Hq5PQAS,2025-10-23T14:13:40.000+0000,0050A000000Hq5PQAS,2025-10-23T14:13:40.000+0000,(416)629-0495,(416) 629-0495,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000du8MDYAY,False,,23237182,0030A0000029eioQAA,0010A000002w2zEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T13:48:13.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T13:48:13.000+0000,0050A000001o2WeQAI,2025-10-23T13:48:13.000+0000,0050A000001o2WeQAI,2025-10-23T13:48:13.000+0000,(902)406-3350,(902)406-3350,scott@scottgannon.com,(902)869-2009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duB5ZYAU,False,,23237367,0035o000003HQ9cAAG,0015o000003utfFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T13:52:45.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T13:52:45.000+0000,005OH000003ds0PYAQ,2025-10-23T13:52:45.000+0000,005OH000003ds0PYAQ,2025-10-23T13:52:45.000+0000,(705)476-5422,,calbert@assante.com,(705)476-7842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duBiJYAU,False,,23238330,003G0000018f6jfIAA,0010A000002wOjtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:14:54.000+0000,False,False,0050A000000Hq5PQAS,2025-10-23T14:14:54.000+0000,0050A000000Hq5PQAS,2025-10-23T14:14:55.000+0000,0050A000000Hq5PQAS,2025-10-23T14:14:55.000+0000,(905)372-0620,(905) 626-7440,stephen@stephencragg.com,(289)252-0967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duDnJYAU,False,,23237602,003OH00000Qmg4UYAR,001OH00000WaKUTYA3,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-10-23T13:57:55.000+0000,0050A000000Hq5PQAS,2025-10-23T13:58:55.000+0000,0050A000000Hq5PQAS,2025-10-23T13:58:55.000+0000,(416)629-0495,,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duEt3YAE,False,,23237688,003G0000018f6fOIAQ,0010A000002wOdQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T13:59:48.000+0000,False,False,0050A000000Hq5PQAS,2025-10-23T13:59:48.000+0000,0050A000000Hq5PQAS,2025-10-23T13:59:48.000+0000,0050A000000Hq5PQAS,2025-10-23T13:59:48.000+0000,(416)629-0495,(416) 629-0495,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duFXNYA2,False,,23237756,003G0000018f6fOIAQ,0010A000002wOdQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:01:07.000+0000,False,False,0050A000000Hq5PQAS,2025-10-23T14:01:07.000+0000,0050A000000Hq5PQAS,2025-10-23T14:01:07.000+0000,0050A000000Hq5PQAS,2025-10-23T14:01:07.000+0000,(416)629-0495,(416) 629-0495,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duHHRYA2,False,,23237897,003G0000018f6fOIAQ,0010A000002wOdQQAU,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-10-23T14:04:37.000+0000,0050A000000Hq5PQAS,2025-10-23T14:06:03.000+0000,0050A000000Hq5PQAS,2025-10-23T14:06:03.000+0000,(416)629-0495,(416) 629-0495,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duHe1YAE,False,,23237925,0030A0000029YZmQAM,0010A000002vxyFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:05:20.000+0000,False,False,005G0000002gxxjIAA,2025-10-23T14:05:20.000+0000,005G0000002gxxjIAA,2025-10-23T14:05:20.000+0000,005G0000002gxxjIAA,2025-10-23T14:05:20.000+0000,(514)426-0886,514-699-4777,manal.falemban@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duJ3AYAU,False,,23239589,0030A0000029cnyQAA,0010A000002w1QCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:40:01.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T14:40:01.000+0000,005OH000004oiYEYAY,2025-10-23T14:40:02.000+0000,005OH000004oiYEYAY,2025-10-23T14:40:02.000+0000,(519)463-6363,,scott@detourcapital.ca,(519)463-6312,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duJXpYAM,False,,23240582,0030A0000029lRUQAY,0010A000002w8bzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:58:00.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T14:58:00.000+0000,005OH000004oiYEYAY,2025-10-23T14:58:01.000+0000,005OH000004oiYEYAY,2025-10-23T14:58:01.000+0000,(519)896-6555,519-577-0514,jim_talbot@cooperators.ca,(519)896-0414,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duL8AYAU,False,,23239172,0030A0000029nBIQAY,0010A000002wA4pQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:31:45.000+0000,False,False,005OH000002N6huYAC,2025-10-23T14:31:45.000+0000,005OH000002N6huYAC,2025-10-23T14:31:46.000+0000,005OH000002N6huYAC,2025-10-23T14:31:46.000+0000,(418)856-1144,,marie.turmel@sfl.ca,(418)856-6302,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duOagYAE,False,,23239507,003G0000020tShqIAE,0010A000002wT7MQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:38:00.000+0000,False,False,005OH00000245ROYAY,2025-10-23T14:38:00.000+0000,005OH00000245ROYAY,2025-10-23T14:38:00.000+0000,005OH00000245ROYAY,2025-10-23T14:38:00.000+0000,(226)996-1669,(519) 466-3480,brian@maplecityfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duQvpYAE,False,,23238674,0030A0000029fFaQAI,0010A000002w3TWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:22:49.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T14:22:49.000+0000,005OH000003ds0PYAQ,2025-10-23T14:22:50.000+0000,005OH000003ds0PYAQ,2025-10-23T14:22:50.000+0000,(905)442-1046,,christopher.bolton@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duTdcYAE,False,,23239707,003G0000018f6jfIAA,0010A000002wOjtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:42:20.000+0000,False,False,0050A000000Hq5PQAS,2025-10-23T14:42:20.000+0000,0050A000000Hq5PQAS,2025-10-23T14:42:21.000+0000,0050A000000Hq5PQAS,2025-10-23T14:42:21.000+0000,(905)372-0620,(905) 626-7440,stephen@stephencragg.com,(289)252-0967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duUbLYAU,False,,23242484,0030A000002Fa2iQAC,0010A000006MaH2QAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:29:43.000+0000,False,False,0055o000002DK5fAAG,2025-10-23T15:29:43.000+0000,0055o000002DK5fAAG,2025-10-23T15:29:43.000+0000,0055o000002DK5fAAG,2025-10-23T15:29:43.000+0000,(416) 799-7565,(416) 671-7583,chriss@maximusrose.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duW3bYAE,False,,23242201,0031600002cvlwxAAA,0010A000002wOKsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:24:27.000+0000,False,False,005OH00000245ROYAY,2025-10-23T15:24:27.000+0000,005OH00000245ROYAY,2025-10-23T15:24:27.000+0000,005OH00000245ROYAY,2025-10-23T15:24:27.000+0000,(519)872-6578,(519) 872-6578,bfg@tcc.on.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duZPdYAM,False,,23239444,0030A0000029cnyQAA,0010A000002w1QCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:36:44.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T14:36:44.000+0000,005OH000004oiYEYAY,2025-10-23T14:36:44.000+0000,005OH000004oiYEYAY,2025-10-23T14:36:44.000+0000,(519)463-6363,,scott@detourcapital.ca,(519)463-6312,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duZxYYAU,False,,23240859,0030A0000029lYcQAI,0010A000002w8hvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:02:38.000+0000,False,False,005OH00000245RQYAY,2025-10-23T15:02:38.000+0000,005OH00000245RQYAY,2025-10-23T15:02:38.000+0000,005OH00000245RQYAY,2025-10-23T15:02:38.000+0000,(418)627-3963X686,,guy.bergeron@sfl.ca,(418)658-1493,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000ducH3YAI,False,,23239665,003G0000018f6jfIAA,0010A000002wOjtQAE,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-10-23T14:41:23.000+0000,0050A000000Hq5PQAS,2025-10-23T14:41:54.000+0000,0050A000000Hq5PQAS,2025-10-23T14:41:54.000+0000,(905)372-0620,(905) 626-7440,stephen@stephencragg.com,(289)252-0967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duekJYAQ,False,,23240245,0030A0000029lLiQAI,0010A000002w8WcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:52:06.000+0000,False,False,005OH00000245RQYAY,2025-10-23T14:52:06.000+0000,005OH00000245RQYAY,2025-10-23T14:52:07.000+0000,005OH00000245RQYAY,2025-10-23T14:52:07.000+0000,(819)623-3764,,gagnon.mf@tlb.sympatico.ca,(819)623-3150,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dufTVYAY,False,,23242713,0035o000003UHwyAAG,0015o0000047XJtAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:33:46.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T15:33:46.000+0000,005OH000004oiYEYAY,2025-10-23T15:33:46.000+0000,005OH000004oiYEYAY,2025-10-23T15:33:46.000+0000,(519)830-6749,,bedi.jolly@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dufusYAA,False,,23240035,0030A0000029nzaQAA,0010A000002wAkaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:48:23.000+0000,False,False,005OH000002N6huYAC,2025-10-23T14:48:23.000+0000,005OH000002N6huYAC,2025-10-23T14:48:23.000+0000,005OH000002N6huYAC,2025-10-23T14:48:23.000+0000,(819)373-1345,(819) 376-3433,jimmy_sauvageau@hotmail.com,(819)373-0326,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dugpJYAQ,False,,23240139,0030A0000029phxQAA,0010A000002wC5tQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:50:16.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T14:50:16.000+0000,0050A000001o2WeQAI,2025-10-23T14:50:16.000+0000,0050A000001o2WeQAI,2025-10-23T14:50:16.000+0000,(905)709-7450,416-520-5526,zaydel@rogers.com,(905)709-7400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duiPiYAI,False,,23240784,0030A0000029eMUQAY,0010A000002w2kPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:01:33.000+0000,False,False,005OH00000245RQYAY,2025-10-23T15:01:33.000+0000,005OH00000245RQYAY,2025-10-23T15:01:33.000+0000,005OH00000245RQYAY,2025-10-23T15:01:34.000+0000,(418)427-3572,,mbilodeau@assmartinebilodeau.com,(418)427-5581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duiSvYAI,False,,23240310,0030A0000029m4gQAA,0010A000002w960QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:53:18.000+0000,False,False,005OH000002N6huYAC,2025-10-23T14:53:18.000+0000,005OH000002N6huYAC,2025-10-23T14:53:18.000+0000,005OH000002N6huYAC,2025-10-23T14:53:18.000+0000,(819)829-2225,(819) 943-9758,marcmorin18@hotmail.com,(819)829-2747,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duikfYAA,False,,23240330,0030A0000029a7XQAQ,0010A000002vzKoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:53:39.000+0000,False,False,005OH00000245RQYAY,2025-10-23T14:53:39.000+0000,005OH00000245RQYAY,2025-10-23T14:53:39.000+0000,005OH00000245RQYAY,2025-10-23T14:53:39.000+0000,(819)829-2225,(819) 571-4590,francis.gagnon2@sympatico.ca,(819)829-2747,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dujTpYAI,False,,23240413,0030A000007d8ByQAI,0010A000008Ul8mQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:55:04.000+0000,False,False,005OH00000245RQYAY,2025-10-23T14:55:04.000+0000,005OH00000245RQYAY,2025-10-23T14:55:05.000+0000,005OH00000245RQYAY,2025-10-23T14:55:05.000+0000,(819)663-6969,,mduciaume@assuranciagatineau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dujonYAA,False,,23240458,0030A000007d8ByQAI,0010A000008Ul8mQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:55:52.000+0000,False,False,005OH00000245RQYAY,2025-10-23T14:55:52.000+0000,005OH00000245RQYAY,2025-10-23T14:55:52.000+0000,005OH00000245RQYAY,2025-10-23T14:55:52.000+0000,(819)663-6969,,mduciaume@assuranciagatineau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dujyVYAQ,False,,23240680,0030A0000029goPQAQ,0010A000002w4m5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T14:59:53.000+0000,False,False,0055o000001h4cFAAQ,2025-10-23T14:59:53.000+0000,0055o000001h4cFAAQ,2025-10-23T14:59:54.000+0000,0055o000001h4cFAAQ,2025-10-23T14:59:54.000+0000,(204)985-6060,,thomas.holmes@assante.com,(204)452-6273,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dumI1YAI,False,,23240696,0030A0000029jAeQAI,0010A000002w6j7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:00:11.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T15:00:11.000+0000,005OH000004oiYEYAY,2025-10-23T15:00:12.000+0000,005OH000004oiYEYAY,2025-10-23T15:00:12.000+0000,(519)253-3553,8774975606,thomas.luu@ig.ca,(519)253-8064,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dunajYAA,False,,23242535,0030A00000CeKaeQAF,0010A00000DFlqZQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:30:33.000+0000,False,False,0055o000002DK5fAAG,2025-10-23T15:30:33.000+0000,0055o000002DK5fAAG,2025-10-23T15:30:34.000+0000,0055o000002DK5fAAG,2025-10-23T15:30:34.000+0000,(905)570-1200X274,,brigit.cuzen@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dursqYAA,False,,23242780,003G0000018f6ywIAA,0010A000002wP1aQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:34:43.000+0000,False,False,005OH00000245ROYAY,2025-10-23T15:34:43.000+0000,005OH00000245ROYAY,2025-10-23T15:34:43.000+0000,005OH00000245ROYAY,2025-10-23T15:34:43.000+0000,(548)690-9066,(519) 281-5300,brian.gifford@alpinewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duthiYAA,False,,23241398,0030A0000029dj4QAA,0010A000002w2BJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:11:35.000+0000,False,False,0055o000001h4cFAAQ,2025-10-23T15:11:35.000+0000,0055o000001h4cFAAQ,2025-10-23T15:11:35.000+0000,0055o000001h4cFAAQ,2025-10-23T15:11:35.000+0000,(204)297-9452,(204) 297-9452,rnelcabrera@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duv0PYAQ,False,,23243003,0030A000001Xny0QAC,0010A000002wMz0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:38:18.000+0000,False,False,005OH00000245ROYAY,2025-10-23T15:38:18.000+0000,005OH00000245ROYAY,2025-10-23T15:38:18.000+0000,005OH00000245ROYAY,2025-10-23T15:38:18.000+0000,(226)448-3299,(226) 448-3299,brian.kustermans@stonefacefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duwndYAA,False,,23241702,0030A0000029pqOQAQ,0010A000002wCCsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:16:07.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T15:16:07.000+0000,005OH000004oiYEYAY,2025-10-23T15:16:08.000+0000,005OH000004oiYEYAY,2025-10-23T15:16:08.000+0000,(519)571-2020,,jeff@kechnie.com,(519)571-2424,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duy6HYAQ,False,,23241831,003G0000018f6kjIAA,0010A000002wOmTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:18:06.000+0000,False,False,0050A000000WjqvQAC,2025-10-23T15:18:06.000+0000,0050A000000WjqvQAC,2025-10-23T15:18:06.000+0000,0050A000000WjqvQAC,2025-10-23T15:18:06.000+0000,(613)548-1884,+1 613-217-3867,kevinrebelo@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duyFxYAI,False,,23241859,0030A0000029YzqQAE,0010A000002vyLPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:18:40.000+0000,False,False,005OH000004pk06YAA,2025-10-23T15:18:40.000+0000,005OH000004pk06YAA,2025-10-23T15:18:40.000+0000,005OH000004pk06YAA,2025-10-23T15:18:40.000+0000,(416)587-8454,(416) 587-8454,mdsouza@theleadingedge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duzC2YAI,False,,23242265,0030A00000AogRJQAZ,0010A00000BNybJQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:25:47.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T15:25:47.000+0000,005OH000004oiYEYAY,2025-10-23T15:25:48.000+0000,005OH000004oiYEYAY,2025-10-23T15:25:48.000+0000,(226)647-4595,,kim@wealthroots.ca,(226)647-4598,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000duzbrYAA,False,,23242621,0030A00000CeKVEQA3,0010A00000DFlq4QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:32:08.000+0000,False,False,0055o000002DK5fAAG,2025-10-23T15:32:08.000+0000,0055o000002DK5fAAG,2025-10-23T15:32:09.000+0000,0055o000002DK5fAAG,2025-10-23T15:32:09.000+0000,(905)825-9651,,marcelo.lino@edwardjones.com,(866)662-2992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dv3qjYAA,False,,23242327,0030A0000029jDLQAY,0010A000002w6lVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:26:45.000+0000,False,False,005OH000004pk06YAA,2025-10-23T15:26:45.000+0000,005OH000004pk06YAA,2025-10-23T15:26:45.000+0000,005OH000004pk06YAA,2025-10-23T15:26:45.000+0000,(647)886-4822,(647) 886-4822,hmeyer@hsminsurance.ca,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dv6TdYAI,False,,23242564,0030A0000029Wi4QAE,0010A000002vwOTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:31:12.000+0000,False,False,005OH000002N6huYAC,2025-10-23T15:31:12.000+0000,005OH000002N6huYAC,2025-10-23T15:31:13.000+0000,005OH000002N6huYAC,2025-10-23T15:31:13.000+0000,(450)347-7775,,j.martel@videotron.ca,(450)347-2483,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dv6VHYAY,False,,23242913,0030A0000029Wi4QAE,0010A000002vwOTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:36:51.000+0000,False,False,005OH000002N6huYAC,2025-10-23T15:36:51.000+0000,005OH000002N6huYAC,2025-10-23T15:36:51.000+0000,005OH000002N6huYAC,2025-10-23T15:36:51.000+0000,(450)347-7775,,j.martel@videotron.ca,(450)347-2483,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dv8bvYAA,False,,23243151,0030A0000029ZP5QAM,0010A000002vyhBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:40:24.000+0000,False,False,005OH000002N6huYAC,2025-10-23T15:40:24.000+0000,005OH000002N6huYAC,2025-10-23T15:40:25.000+0000,005OH000002N6huYAC,2025-10-23T15:40:25.000+0000,(418)955-4168,,gestiontsf@gmail.com,(418)889-0367,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dv905YAA,False,,23242805,0030A0000029mwBQAQ,0010A000002w9rjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:35:06.000+0000,False,False,0055o000001NWfMAAW,2025-10-23T15:35:06.000+0000,0055o000001NWfMAAW,2025-10-23T15:35:07.000+0000,0055o000001NWfMAAW,2025-10-23T15:35:07.000+0000,(416)819-9038,,xwh2638@gmail.com,(905)415-8802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvAdhYAE,False,,23242967,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:37:41.000+0000,False,False,005OH000005URvxYAG,2025-10-23T15:37:41.000+0000,005OH000005URvxYAG,2025-10-23T15:37:41.000+0000,005OH000005URvxYAG,2025-10-23T15:37:41.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvBI1YAM,False,,23243034,0035o000007Z7dbAAC,0015o000008FaC9AAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:38:49.000+0000,False,False,0055o000002DK5fAAG,2025-10-23T15:38:49.000+0000,0055o000002DK5fAAG,2025-10-23T15:38:49.000+0000,0055o000002DK5fAAG,2025-10-23T15:38:49.000+0000,(705)329-4466,,adam.burton@ipcc.ca,(705)329-4029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvBYDYA2,False,,23245650,0030A000008WAhlQAG,0010A000009QUi2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:22:45.000+0000,False,False,005OH00000865wTYAQ,2025-10-23T16:22:45.000+0000,005OH00000865wTYAQ,2025-10-23T16:22:45.000+0000,005OH00000865wTYAQ,2025-10-23T16:22:45.000+0000,(780)328-2562X107,,katie@personalizedwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvDzlYAE,False,,23243262,0030A00000CTMz7QAH,0010A00000D4ONRQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:42:01.000+0000,False,False,005G0000002gxxjIAA,2025-10-23T15:42:01.000+0000,005G0000002gxxjIAA,2025-10-23T15:42:01.000+0000,005G0000002gxxjIAA,2025-10-23T15:42:01.000+0000,(819)732-5557X4226,(819) 443-1693,alexis.roy@groupefinancierlacombe.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvEnlYAE,False,,23243336,0030A00000CTMz7QAH,0010A00000D4ONRQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:43:11.000+0000,False,False,005G0000002gxxjIAA,2025-10-23T15:43:11.000+0000,005G0000002gxxjIAA,2025-10-23T15:43:12.000+0000,005G0000002gxxjIAA,2025-10-23T15:43:12.000+0000,(819)732-5557X4226,(819) 443-1693,alexis.roy@groupefinancierlacombe.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvFQTYA2,False,,23243372,0030A0000029dl1QAA,0010A000002w2CrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T15:43:47.000+0000,False,False,0055o000002DK5fAAG,2025-10-23T15:43:47.000+0000,0055o000002DK5fAAG,2025-10-23T15:43:48.000+0000,0055o000002DK5fAAG,2025-10-23T15:43:48.000+0000,(519)376-0095,,carla.black@ipcc.ca,(519)376-2978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvFrxYAE,False,,23247686,0035o000007E2K2AAK,0015o000007uH4xAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:56:16.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T16:56:16.000+0000,0055o000002KxaMAAS,2025-10-23T16:56:17.000+0000,0055o000002KxaMAAS,2025-10-23T16:56:17.000+0000,(780)814-9996,,mitch@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvPuTYAU,False,,23244343,0030A0000029odCQAQ,0010A000002wBFPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:00:41.000+0000,False,False,005OH000002N6huYAC,2025-10-23T16:00:41.000+0000,005OH000002N6huYAC,2025-10-23T16:00:41.000+0000,005OH000002N6huYAC,2025-10-23T16:00:41.000+0000,(418)627-4447X447,(418) 569-9740,alain.rondeau@sfl.ca,(819)477-2955,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvQx1YAE,False,,23245894,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,jen shymanski,Medium,PAC.,True,2025-10-23T16:28:16.000+0000,False,False,005OH000006uYrkYAE,2025-10-23T16:26:47.000+0000,005OH000006uYrkYAE,2025-10-23T16:28:16.000+0000,005OH000006uYrkYAE,2025-10-23T16:28:16.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvSAtYAM,False,,23246505,003G0000018f6wBIAQ,0010A000002wOy3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:36:55.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T16:36:55.000+0000,0055o000002KxaMAAS,2025-10-23T16:36:55.000+0000,0055o000002KxaMAAS,2025-10-23T16:36:55.000+0000,(780)991-8653,(780) 991-8653,anatole@familywealthadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvYRVYA2,False,,23245073,0030A00000CPoEuQAL,0010A00000D0j6VQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:12:36.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T16:12:36.000+0000,0055o000002KxaMAAS,2025-10-23T16:12:36.000+0000,0055o000002KxaMAAS,2025-10-23T16:12:36.000+0000,(403)232-4587,,sstevenson@hamiltonandpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvYpmYAE,False,,23249218,0035o0000076wluAAA,0015o000007l1CvAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:20:56.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T17:20:56.000+0000,005OH000004Ir1xYAC,2025-10-23T17:20:57.000+0000,005OH000004Ir1xYAC,2025-10-23T17:20:57.000+0000,(587)778-8026,,xiliu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvZ2eYAE,False,,23245740,0030A000007BvxwQAC,0010A0000082wYwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:24:11.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T16:24:11.000+0000,0055o000002KxaMAAS,2025-10-23T16:24:12.000+0000,0055o000002KxaMAAS,2025-10-23T16:24:12.000+0000,(780)465-5201,780-257-8222,shane@fdgteam.com,(780)469-6089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvbHJYAY,False,,23245359,0035o000007fHiHAAU,0015o000008M8xJAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:17:42.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T16:17:42.000+0000,0055o000002KxaMAAS,2025-10-23T16:17:43.000+0000,0055o000002KxaMAAS,2025-10-23T16:17:43.000+0000,(587)435-1493,,marek.kiejko@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvdG3YAI,False,,23249898,003OH00000MOyeNYAT,001OH00000RChPvYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:32:02.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:32:02.000+0000,005OH000003ds0PYAQ,2025-10-23T17:32:03.000+0000,005OH000003ds0PYAQ,2025-10-23T17:32:03.000+0000,(705)949-2644,,chris.oliver@northerncu.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvgk5YAA,False,,23248755,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:13:47.000+0000,False,False,005OH000005URvxYAG,2025-10-23T17:13:47.000+0000,005OH000005URvxYAG,2025-10-23T17:13:48.000+0000,005OH000005URvxYAG,2025-10-23T17:13:48.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvhg7YAA,False,,23246439,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:35:42.000+0000,False,False,005OH000005URvxYAG,2025-10-23T16:35:42.000+0000,005OH000005URvxYAG,2025-10-23T16:35:42.000+0000,005OH000005URvxYAG,2025-10-23T16:35:42.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvjRlYAI,False,,23246109,0030A00000BHpFuQAL,0010A00000Bs4IIQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:30:18.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T16:30:18.000+0000,0050A000001o2WeQAI,2025-10-23T16:30:18.000+0000,0050A000001o2WeQAI,2025-10-23T16:30:18.000+0000,(506)857-8055,(506) 227-9756,susan.tower@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvluzYAA,False,,23246392,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:34:52.000+0000,False,False,005OH000005URvxYAG,2025-10-23T16:34:52.000+0000,005OH000005URvxYAG,2025-10-23T16:34:53.000+0000,005OH000005URvxYAG,2025-10-23T16:34:53.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvuAHYAY,False,,23247219,0030A0000029aotQAA,0010A000002vzsjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:48:45.000+0000,False,False,005OH000005URvxYAG,2025-10-23T16:48:45.000+0000,005OH000005URvxYAG,2025-10-23T16:48:45.000+0000,005OH000005URvxYAG,2025-10-23T16:48:45.000+0000,(780)487-7903,,dan@dandeanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvwC5YAI,False,,23247474,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T16:52:40.000+0000,False,False,005OH000005URvxYAG,2025-10-23T16:52:40.000+0000,005OH000005URvxYAG,2025-10-23T16:52:41.000+0000,005OH000005URvxYAG,2025-10-23T16:52:41.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvxcrYAA,False,,23249973,0030A0000029eo6QAA,0010A000002w33iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:33:14.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:33:14.000+0000,005OH000003ds0PYAQ,2025-10-23T17:33:15.000+0000,005OH000003ds0PYAQ,2025-10-23T17:33:15.000+0000,(888)666-5738,,christopher.simpson@manulifesecurities.ca,(905)666-0948,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvxoBYAQ,False,,23250154,0030A0000029ZP5QAM,0010A000002vyhBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:36:15.000+0000,False,False,005OH000002N6huYAC,2025-10-23T17:36:15.000+0000,005OH000002N6huYAC,2025-10-23T17:36:15.000+0000,005OH000002N6huYAC,2025-10-23T17:36:15.000+0000,(418)955-4168,,gestiontsf@gmail.com,(418)889-0367,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dvzd4YAA,False,,23249936,003G0000018f6xLIAQ,0010A000002wOzzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:32:46.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T17:32:46.000+0000,0050A000001o2WeQAI,2025-10-23T17:32:47.000+0000,0050A000001o2WeQAI,2025-10-23T17:32:47.000+0000,(709)687-9493,(709) 687-9493,ivan@burtwealthandinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dw02pYAA,False,,23249433,0030A0000029Y2cQAE,0010A000002vxYKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:24:39.000+0000,False,False,005OH000005URvxYAG,2025-10-23T17:24:39.000+0000,005OH000005URvxYAG,2025-10-23T17:24:39.000+0000,005OH000005URvxYAG,2025-10-23T17:24:39.000+0000,(780)702-0344X104,,tom@lifeguidefinancial.com,(780)702-0523,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dw35YYAQ,False,,23248915,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:16:14.000+0000,False,False,005OH000005URvxYAG,2025-10-23T17:16:14.000+0000,005OH000005URvxYAG,2025-10-23T17:16:15.000+0000,005OH000005URvxYAG,2025-10-23T17:16:15.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dw4rCYAQ,False,,23248538,0030A00000Bo4UKQAZ,0010A00000COaANQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:10:11.000+0000,False,False,005OH000005URvxYAG,2025-10-23T17:10:11.000+0000,005OH000005URvxYAG,2025-10-23T17:10:11.000+0000,005OH000005URvxYAG,2025-10-23T17:10:11.000+0000,(780)940-2389,,natecurlett@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dw5XAYAY,False,,23250502,0030A0000029mkBQAQ,0010A000002w9i8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:42:11.000+0000,False,False,0050A000000WjqvQAC,2025-10-23T17:42:11.000+0000,0050A000000WjqvQAC,2025-10-23T17:42:12.000+0000,0050A000000WjqvQAC,2025-10-23T17:42:12.000+0000,(613)836-0303,(613) 220-6625,bill.jory@joryfinancial.com,(613)836-0330,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dw8ErYAI,False,,23248644,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:12:01.000+0000,False,False,005OH000005URvxYAG,2025-10-23T17:12:01.000+0000,005OH000005URvxYAG,2025-10-23T17:12:02.000+0000,005OH000005URvxYAG,2025-10-23T17:12:02.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dw8ekYAA,False,,23252219,0035o000006ir5hAAA,0015o000007JF3mAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:10:33.000+0000,False,False,005G0000002gxxjIAA,2025-10-23T18:10:33.000+0000,005G0000002gxxjIAA,2025-10-23T18:10:34.000+0000,005G0000002gxxjIAA,2025-10-23T18:10:34.000+0000,(514)426-0886,450-370-3802,nathalie.briere@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwBRIYA2,False,,23249328,0030A0000029iMhQAI,0010A000002w66cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:22:51.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:22:51.000+0000,005OH000003ds0PYAQ,2025-10-23T17:22:51.000+0000,005OH000003ds0PYAQ,2025-10-23T17:22:51.000+0000,(705)251-3000X1,,ellen.macdougall@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwDkrYAE,False,,23250533,0030A000002v4BZQAY,0010A000003gY6fQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:42:31.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T17:42:31.000+0000,0055o000002KxaMAAS,2025-10-23T17:42:32.000+0000,0055o000002KxaMAAS,2025-10-23T17:42:32.000+0000,(780)729-2683,(780) 729-2683,amy.gao@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwFBVYA2,False,,23249314,0035o0000076dbmAAA,0015o000007kfVGAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:22:30.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T17:22:30.000+0000,005OH000004Ir1xYAC,2025-10-23T17:22:31.000+0000,005OH000004Ir1xYAC,2025-10-23T17:22:31.000+0000,(780)246-0268,,huixinzhang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwH22YAE,False,,23249820,0035o0000076ILLAA2,0015o000007kIC5AAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:30:53.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T17:30:53.000+0000,005OH000004Ir1xYAC,2025-10-23T17:30:53.000+0000,005OH000004Ir1xYAC,2025-10-23T17:30:53.000+0000,(403)284-0494,,chris.himmelman@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwH24YAE,False,,23249969,0035o0000074xLNAAY,0015o000007iZknAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:33:11.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T17:33:11.000+0000,005OH000004Ir1xYAC,2025-10-23T17:33:11.000+0000,005OH000004Ir1xYAC,2025-10-23T17:33:11.000+0000,(403)404-5055,,diana_downey@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwIMKYA2,False,,23249934,003OH00000WPwEbYAL,001OH00000dipiFYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:32:45.000+0000,False,False,005OH000007fgYjYAI,2025-10-23T17:32:45.000+0000,005OH000007fgYjYAI,2025-10-23T17:32:45.000+0000,005OH000007fgYjYAI,2025-10-23T17:32:45.000+0000,(514)421-7090,,r.oliviergauvin@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwJGjYAM,False,,23249655,0030A00000AogRFQAZ,0010A00000BNybFQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:28:26.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:28:26.000+0000,005OH000003ds0PYAQ,2025-10-23T17:28:27.000+0000,005OH000003ds0PYAQ,2025-10-23T17:28:27.000+0000,(613)547-5288,,chris.clayton@nbpcd.com,(613)547-9347,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwJyHYAU,False,,23249733,003OH00000WMTLvYAP,001OH00000dda8cYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:29:33.000+0000,False,False,005OH000007fgYjYAI,2025-10-23T17:29:33.000+0000,005OH000007fgYjYAI,2025-10-23T17:29:33.000+0000,005OH000007fgYjYAI,2025-10-23T17:29:33.000+0000,(514)922-4396,514-603-0882,dufour.alexia@outlook.com,(514)221-3787,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwJztYAE,False,,23249737,0030A0000029UnFQAU,0010A000002vuqsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:29:34.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:29:34.000+0000,005OH000003ds0PYAQ,2025-10-23T17:29:35.000+0000,005OH000003ds0PYAQ,2025-10-23T17:29:35.000+0000,(705)741-5287,,chris.koschman@herodfinancial.com,(705)741-3438,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwKO7YAM,False,,23250236,0030A000008XUvJQAW,0010A000009Rt9RQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:37:22.000+0000,False,False,005OH00000865wTYAQ,2025-10-23T17:37:22.000+0000,005OH00000865wTYAQ,2025-10-23T17:37:22.000+0000,005OH00000865wTYAQ,2025-10-23T17:37:22.000+0000,(587)891-8580,,weich74@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwKcbYAE,False,,23249797,0030A0000029hhVQAQ,0010A000002w5XgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:30:33.000+0000,False,False,005OH000005URvxYAG,2025-10-23T17:30:33.000+0000,005OH000005URvxYAG,2025-10-23T17:30:34.000+0000,005OH000005URvxYAG,2025-10-23T17:30:34.000+0000,(780) 970-3602,,ejankowski@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwL8rYAE,False,,23249846,0030A0000029k7oQAA,0010A000002w7V7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:31:18.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:31:18.000+0000,005OH000003ds0PYAQ,2025-10-23T17:31:18.000+0000,005OH000003ds0PYAQ,2025-10-23T17:31:18.000+0000,(705)671-9660,,chris@newellinsur.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwLnCYAU,False,,23250326,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:38:55.000+0000,False,False,0050A000000WjqvQAC,2025-10-23T17:38:55.000+0000,0050A000000WjqvQAC,2025-10-23T17:38:55.000+0000,0050A000000WjqvQAC,2025-10-23T17:38:55.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwMktYAE,False,,23250853,0030A0000029mHKQAY,0010A000002w9GxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:47:43.000+0000,False,False,005OH000005URvxYAG,2025-10-23T17:47:43.000+0000,005OH000005URvxYAG,2025-10-23T17:47:44.000+0000,005OH000005URvxYAG,2025-10-23T17:47:44.000+0000,(780)429-5961,,steve@finfocusalta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwMkvYAE,False,,23250942,0031600002Sz7ZMAAZ,0010A000002wNxnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:49:22.000+0000,False,False,0050A000000WjqvQAC,2025-10-23T17:49:22.000+0000,0050A000000WjqvQAC,2025-10-23T17:49:22.000+0000,0050A000000WjqvQAC,2025-10-23T17:49:22.000+0000,(613)867-3090,613-829-2014,ryan@macwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwMw9YAE,False,,23250027,0030A0000029mNnQAI,0010A000002w9NgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:33:53.000+0000,False,False,005OH000005URvxYAG,2025-10-23T17:33:53.000+0000,005OH000005URvxYAG,2025-10-23T17:33:54.000+0000,005OH000005URvxYAG,2025-10-23T17:33:54.000+0000,(780)964-8808,,tenvisfinancial@gmail.com,(780)488-1170,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwNYuYAM,False,,23251496,0030A0000029lCHQAY,0010A000002w8NZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:58:50.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:58:50.000+0000,005OH000003ds0PYAQ,2025-10-23T17:58:51.000+0000,005OH000003ds0PYAQ,2025-10-23T17:58:51.000+0000,(905)430-7921,,jim.corrigan@thelivingbenefitsgroup.com,(905)430-9419,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwNozYAE,False,,23250077,0031600002Ruv3HAAR,0010A000002wNuUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:36:07.000+0000,False,False,005OH00000245RQYAY,2025-10-23T17:34:52.000+0000,005OH00000245RQYAY,2025-10-23T17:36:07.000+0000,005OH00000245RQYAY,2025-10-23T17:36:07.000+0000,(514)475-3314,,sebastien@4isf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwO0HYAU,False,,23250090,0035o000003Nq6tAAC,0015o0000040tomAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:35:03.000+0000,False,False,005OH000002iJPDYA2,2025-10-23T17:35:03.000+0000,005OH000002iJPDYA2,2025-10-23T17:35:04.000+0000,005OH000002iJPDYA2,2025-10-23T17:35:04.000+0000,(778)683-0292,,heyjulia26@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwO57YAE,False,,23250093,0035o000004HVNXAA4,0015o000004qmqiAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:35:04.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:35:04.000+0000,005OH000003ds0PYAQ,2025-10-23T17:35:04.000+0000,005OH000003ds0PYAQ,2025-10-23T17:35:04.000+0000,(905)666-4994,,chris.smith@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwOptYAE,False,,23250173,003G0000018f6vyIAA,0010A000002wOxqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:36:26.000+0000,False,False,0050A000000WjqvQAC,2025-10-23T17:36:26.000+0000,0050A000000WjqvQAC,2025-10-23T17:36:27.000+0000,0050A000000WjqvQAC,2025-10-23T17:36:27.000+0000,(613)724-8247,(613) 724-8247,mark@taggartwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwOy3YAE,False,,23251389,0030A00000BustOQAR,0010A00000CVUzlQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:56:47.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:56:47.000+0000,005OH000003ds0PYAQ,2025-10-23T17:56:48.000+0000,005OH000003ds0PYAQ,2025-10-23T17:56:48.000+0000,(705)522-7596,,neil.petrin@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwPFhYAM,False,,23250212,003OH00000LLjJ5YAL,001OH00000Q0fSRYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:37:02.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T17:37:02.000+0000,0050A000001o2WeQAI,2025-10-23T17:37:02.000+0000,0050A000001o2WeQAI,2025-10-23T17:37:02.000+0000,(902)420-0957,902-233-5523,betsy.macdonald@td.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwPIvYAM,False,,23250215,0030A0000029m40QAA,0010A000002w95KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:37:06.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:37:06.000+0000,005OH000003ds0PYAQ,2025-10-23T17:37:06.000+0000,005OH000003ds0PYAQ,2025-10-23T17:37:06.000+0000,(705)787-0080,,efleury@gpwealth.ca,(705)787-0081,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwPNlYAM,False,,23250221,0030A0000029aktQAA,0010A000002vzpDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:37:10.000+0000,False,False,005OH000005URvxYAG,2025-10-23T17:37:10.000+0000,005OH000005URvxYAG,2025-10-23T17:37:10.000+0000,005OH000005URvxYAG,2025-10-23T17:37:10.000+0000,(780)966-3545,,christine@concretewealth.ca,(888)282-4758,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwQN4YAM,False,,23250324,003OH00000GEwMLYA1,001OH00000KAVgcYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:38:54.000+0000,False,False,005OH000003ds0PYAQ,2025-10-23T17:38:54.000+0000,005OH000003ds0PYAQ,2025-10-23T17:38:54.000+0000,005OH000003ds0PYAQ,2025-10-23T17:38:54.000+0000,(705)476-5422,,codygo@assante.com,(705)476-7842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwRFuYAM,False,,23251414,003G0000018f6RuIAI,0010A000002wOOFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:57:18.000+0000,False,False,0050A000000WjqvQAC,2025-10-23T17:57:18.000+0000,0050A000000WjqvQAC,2025-10-23T17:57:19.000+0000,0050A000000WjqvQAC,2025-10-23T17:57:19.000+0000,(613)267-3550,,dave@twealthsolutions.ca,(613)267-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwSjrYAE,False,,23251031,003G0000018f6g8IAA,0010A000002wOe9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:50:51.000+0000,False,False,0050A000000WjqvQAC,2025-10-23T17:50:51.000+0000,0050A000000WjqvQAC,2025-10-23T17:50:52.000+0000,0050A000000WjqvQAC,2025-10-23T17:50:52.000+0000,(613)634-3006,,mary@tlcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwSvAYAU,False,,23253733,0030A0000029kECQAY,0010A000002w7aiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:35:00.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T18:35:00.000+0000,005OH000004oiYEYAY,2025-10-23T18:35:01.000+0000,005OH000004oiYEYAY,2025-10-23T18:35:01.000+0000,(519)700-0603,,,(519)700-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwUyZYAU,False,,23252637,0030A0000029cBwQAI,0010A000002w109QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:17:18.000+0000,False,False,0050A000000nRKbQAM,2025-10-23T18:17:18.000+0000,0050A000000nRKbQAM,2025-10-23T18:17:19.000+0000,0050A000000nRKbQAM,2025-10-23T18:17:19.000+0000,(705)876-1282,(289) 804-6158,troy.williams@ig.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000nRKbQAM,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwVwFYAU,False,,23251423,0030A0000029k4OQAQ,0010A000002w7SkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T17:57:27.000+0000,False,False,005OH000002N6huYAC,2025-10-23T17:57:27.000+0000,005OH000002N6huYAC,2025-10-23T17:57:28.000+0000,005OH000002N6huYAC,2025-10-23T17:57:28.000+0000,(819)829-1898X5224,(819) 829-5173,rlabbe.serv.financiers@gmail.com,(819)829-2747,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwcpgYAA,False,,23252254,0035o000003Nq6tAAC,0015o0000040tomAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:11:01.000+0000,False,False,005OH000002iJPDYA2,2025-10-23T18:11:01.000+0000,005OH000002iJPDYA2,2025-10-23T18:11:01.000+0000,005OH000002iJPDYA2,2025-10-23T18:11:01.000+0000,(778)683-0292,,heyjulia26@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwcrLYAQ,False,,23254365,0030A000008wOiXQAU,0010A000009rXUUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:45:38.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T18:45:38.000+0000,0050A000001o2WeQAI,2025-10-23T18:45:39.000+0000,0050A000001o2WeQAI,2025-10-23T18:45:39.000+0000,(902)233-5267,,colinwt@hotmail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwebKYAQ,False,,23251980,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:06:30.000+0000,False,False,005OH000004pk06YAA,2025-10-23T18:06:30.000+0000,005OH000004pk06YAA,2025-10-23T18:06:30.000+0000,005OH000004pk06YAA,2025-10-23T18:06:30.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dweuhYAA,False,,23253493,003OH000005m2siYAA,001OH000007E25zYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:31:15.000+0000,False,False,005OH000002N6huYAC,2025-10-23T18:31:15.000+0000,005OH000002N6huYAC,2025-10-23T18:31:16.000+0000,005OH000002N6huYAC,2025-10-23T18:31:16.000+0000,(450)541-5414,,lcoderre@equipecqc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwf7bYAA,False,,23253176,0030A0000029iDZQAY,0010A000002w5yNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:25:56.000+0000,False,False,005OH000002N6huYAC,2025-10-23T18:25:56.000+0000,005OH000002N6huYAC,2025-10-23T18:25:57.000+0000,005OH000002N6huYAC,2025-10-23T18:25:57.000+0000,(819)829-2225,8194326230,info@katialalancette.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwj7xYAA,False,,23252099,0030A0000029XqVQAU,0010A000002vxMmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:08:32.000+0000,False,False,005OH000004pk06YAA,2025-10-23T18:08:32.000+0000,005OH000004pk06YAA,2025-10-23T18:08:33.000+0000,005OH000004pk06YAA,2025-10-23T18:08:33.000+0000,(416)660-1488,,farlene.soong@gmail.com,(416)999-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwjzCYAQ,False,,23252588,0035o000007Z7dbAAC,0015o000008FaC9AAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:16:28.000+0000,False,False,0055o000002DK5fAAG,2025-10-23T18:16:28.000+0000,0055o000002DK5fAAG,2025-10-23T18:16:29.000+0000,0055o000002DK5fAAG,2025-10-23T18:16:29.000+0000,(705)329-4466,,adam.burton@ipcc.ca,(705)329-4029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwkiNYAQ,False,,23253387,003G0000018f7jRIAQ,0010A000002wPppQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:29:40.000+0000,False,False,0050A000000XQhmQAG,2025-10-23T18:29:40.000+0000,0050A000000XQhmQAG,2025-10-23T18:29:41.000+0000,0050A000000XQhmQAG,2025-10-23T18:29:41.000+0000,(902)425-6438,(902) 456-3153,rsinclair@sbwdirection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwkk0YAA,False,,23253643,003G0000018f7TxIAI,0010A000002wPaWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:33:24.000+0000,False,False,0050A000000WjqvQAC,2025-10-23T18:33:24.000+0000,0050A000000WjqvQAC,2025-10-23T18:33:24.000+0000,0050A000000WjqvQAC,2025-10-23T18:33:24.000+0000,(613)667-3667X1,(613) 724-9445,tconte@cfservices.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwkwsYAA,False,,23252827,003OH000001BiRpYAK,001OH000001OXGqYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:20:20.000+0000,False,False,0055o000002DK5fAAG,2025-10-23T18:20:20.000+0000,0055o000002DK5fAAG,2025-10-23T18:20:20.000+0000,0055o000002DK5fAAG,2025-10-23T18:20:20.000+0000,(905)497-8900,,kaur4630@mylaurier.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwrrvYAA,False,,23253313,0030A0000029c6uQAA,0010A000002w0vQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:28:25.000+0000,False,False,005OH0000030c5BYAQ,2025-10-23T18:28:25.000+0000,005OH0000030c5BYAQ,2025-10-23T18:28:25.000+0000,005OH0000030c5BYAQ,2025-10-23T18:28:25.000+0000,(613)478-3226,613-449-4944,chris.winter@ig.ca,(613)478-2279,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwsXqYAI,False,,23253965,0030A0000029hvOQAQ,0010A000002w5iRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:38:42.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T18:38:42.000+0000,005OH000004oiYEYAY,2025-10-23T18:38:43.000+0000,005OH000004oiYEYAY,2025-10-23T18:38:43.000+0000,(877)242-9116,7052093394,trevor@wrightwealth.ca,(855)265-5126,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwskjYAA,False,,23253068,0030A0000029mwBQAQ,0010A000002w9rjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:24:16.000+0000,False,False,0055o000001NWfMAAW,2025-10-23T18:24:16.000+0000,0055o000001NWfMAAW,2025-10-23T18:24:16.000+0000,0055o000001NWfMAAW,2025-10-23T18:24:16.000+0000,(416)819-9038,,xwh2638@gmail.com,(905)415-8802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwuMkYAI,False,,23253311,0030A0000029kQQQAY,0010A000002w7m3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:28:22.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T18:28:22.000+0000,005OH000004oiYEYAY,2025-10-23T18:28:23.000+0000,005OH000004oiYEYAY,2025-10-23T18:28:23.000+0000,(519)894-2661,,amanda@ghafinancial.com,(519)894-6656,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwuRgYAI,False,,23257073,003G0000018f6SdIAI,0010A000002wOOxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:29:49.000+0000,False,False,005OH00000245RQYAY,2025-10-23T19:29:49.000+0000,005OH00000245RQYAY,2025-10-23T19:35:56.000+0000,005OH00000245RQYAY,2025-10-23T19:35:56.000+0000,(450)438-5213,(514) 261-6232,marc.thibodeau@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwvfNYAQ,False,,23253364,003OH00000SCZZmYAP,001OH00000YKM8sYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:29:13.000+0000,False,False,005OH000002N6huYAC,2025-10-23T18:29:13.000+0000,005OH000002N6huYAC,2025-10-23T18:29:14.000+0000,005OH000002N6huYAC,2025-10-23T18:29:14.000+0000,(819)437-8336,8194378336 (215),johnny.pierre-paul@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwwDGYAY,False,,23253590,003OH00000VOevPYAT,001OH00000cIUWqYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:32:36.000+0000,False,False,005OH00000865wTYAQ,2025-10-23T18:32:36.000+0000,005OH00000865wTYAQ,2025-10-23T18:32:37.000+0000,005OH00000865wTYAQ,2025-10-23T18:32:37.000+0000,(514)570-2751,,jatindergrh@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwwoLYAQ,False,,23253469,0030A0000029lbdQAA,0010A000002w8k8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:30:52.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T18:30:52.000+0000,005OH000004oiYEYAY,2025-10-23T18:30:52.000+0000,005OH000004oiYEYAY,2025-10-23T18:30:52.000+0000,(519)448-3477,(519) 841-7755,lynn.whetham@londonlife.com,(888)651-1955,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwxJ2YAI,False,,23255028,003OH00000WMTLvYAP,001OH00000dda8cYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:56:14.000+0000,False,False,005OH000007fgYjYAI,2025-10-23T18:56:14.000+0000,005OH000007fgYjYAI,2025-10-23T18:56:15.000+0000,005OH000007fgYjYAI,2025-10-23T18:56:15.000+0000,(514)922-4396,514-603-0882,dufour.alexia@outlook.com,(514)221-3787,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwxpHYAQ,False,,23254843,0030A000002KXRzQAO,0010A0000036pTQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:53:12.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T18:53:12.000+0000,005OH000004Ir1xYAC,2025-10-23T18:53:12.000+0000,005OH000004Ir1xYAC,2025-10-23T18:53:12.000+0000,(780)490-6989,(587) 708-2845,cathyli@crius.ca,(780)450-6670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwy5NYAQ,False,,23253614,0030A0000029lbdQAA,0010A000002w8k8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:32:49.000+0000,False,False,005OH000004oiYEYAY,2025-10-23T18:32:49.000+0000,005OH000004oiYEYAY,2025-10-23T18:32:50.000+0000,005OH000004oiYEYAY,2025-10-23T18:32:50.000+0000,(519)448-3477,(519) 841-7755,lynn.whetham@londonlife.com,(888)651-1955,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dwzhRYAQ,False,,23254381,003OH00000VOevNYAT,001OH00000cIUWoYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:45:54.000+0000,False,False,0055o000001NWfMAAW,2025-10-23T18:45:54.000+0000,0055o000001NWfMAAW,2025-10-23T18:45:54.000+0000,0055o000001NWfMAAW,2025-10-23T18:45:54.000+0000,(647)674-3116,,lhirmand@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx0YcYAI,False,,23254261,003G0000018f7NoIAI,0010A000002wPTRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:43:44.000+0000,False,False,0050A000000XQhmQAG,2025-10-23T18:43:44.000+0000,0050A000000XQhmQAG,2025-10-23T18:43:44.000+0000,0050A000000XQhmQAG,2025-10-23T18:43:44.000+0000,(902)422-1631,(902) 790-1003,steve@morton-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx0lZYAQ,False,,23257252,003G0000018f7l1IAA,0010A000002wPrPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:33:06.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T19:33:06.000+0000,0050A000001o2WeQAI,2025-10-23T19:33:06.000+0000,0050A000001o2WeQAI,2025-10-23T19:33:06.000+0000,(902) 798-4790,,greg@kelleyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx0vCYAQ,False,,23254745,0035o0000074xLGAAY,0015o000007iZkgAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:51:38.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T18:51:38.000+0000,005OH000004Ir1xYAC,2025-10-23T18:51:38.000+0000,005OH000004Ir1xYAC,2025-10-23T18:51:38.000+0000,(403)620-1951,,carolyn@barnescapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx2QlYAI,False,,23255131,0030A0000029ixhQAA,0010A000002w6YVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:57:47.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T18:57:47.000+0000,0050A000001o2WeQAI,2025-10-23T18:57:48.000+0000,0050A000001o2WeQAI,2025-10-23T18:57:48.000+0000,(902)826-7982,,kevin.dorey@edwardjones.com,(877)818-0599,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx2ovYAA,False,,23254115,0030A0000029XTMQA2,0010A000002vx2SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:41:29.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T18:41:29.000+0000,0050A000001o2WeQAI,2025-10-23T18:41:29.000+0000,0050A000001o2WeQAI,2025-10-23T18:41:29.000+0000,(709)747-9415,,gmurray@nlcu.com,(709)747-9811,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx4SbYAI,False,,23257595,003OH00000IHPEFYA5,001OH00000MSWgJYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:39:14.000+0000,False,False,005G0000002gxxjIAA,2025-10-23T19:39:14.000+0000,005G0000002gxxjIAA,2025-10-23T19:39:14.000+0000,005G0000002gxxjIAA,2025-10-23T19:39:14.000+0000,(450)275-3733,,kim@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx64eYAA,False,,23259494,0030A0000029ZqMQAU,0010A000002vz4LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:12:50.000+0000,False,False,005OH000007fgYjYAI,2025-10-23T20:12:50.000+0000,005OH000007fgYjYAI,2025-10-23T20:12:50.000+0000,005OH000007fgYjYAI,2025-10-23T20:12:50.000+0000,(514)923-8718,,martin-ouellet@lafond.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx69RYAQ,False,,23255846,0030A0000029mPsQAI,0010A000002w9PgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:09:33.000+0000,False,False,005OH000005URvxYAG,2025-10-23T19:09:33.000+0000,005OH000005URvxYAG,2025-10-23T19:09:33.000+0000,005OH000005URvxYAG,2025-10-23T19:09:33.000+0000,(867)334-9411,,pierre@ykfinancialbrokers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx6vlYAA,False,,23254564,003G0000018f6ZIIAY,0010A000002wOWNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:48:37.000+0000,False,False,0050A000000XQhmQAG,2025-10-23T18:48:37.000+0000,0050A000000XQhmQAG,2025-10-23T18:48:37.000+0000,0050A000000XQhmQAG,2025-10-23T18:48:37.000+0000,(902)220-1271,(902) 220-1271,chris@cpbarrettfinancial.com,(902)425-9518,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx72DYAQ,False,,23254581,0030A0000029a7XQAQ,0010A000002vzKoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:48:50.000+0000,False,False,005OH00000245RQYAY,2025-10-23T18:48:50.000+0000,005OH00000245RQYAY,2025-10-23T18:48:51.000+0000,005OH00000245RQYAY,2025-10-23T18:48:51.000+0000,(819)829-2225,(819) 571-4590,francis.gagnon2@sympatico.ca,(819)829-2747,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dx7rsYAA,False,,23255976,0035o000007eUvOAAU,0015o000008LKbhAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:11:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T19:11:55.000+0000,005OH000004Ir1xYAC,2025-10-23T19:11:55.000+0000,005OH000004Ir1xYAC,2025-10-23T19:11:55.000+0000,(780)984-8574,,taoluo@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxB4DYAU,False,,23255012,0030A0000029WG0QAM,0010A000002vw2vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T18:55:51.000+0000,False,False,005G0000002gxxjIAA,2025-10-23T18:55:51.000+0000,005G0000002gxxjIAA,2025-10-23T18:55:52.000+0000,005G0000002gxxjIAA,2025-10-23T18:55:52.000+0000,(514)261-6319,(514) 261-6319,julie.lebrun@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxEa1YAE,False,,23256001,0030A000005fHOKQA2,0015o000008CydFAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:12:11.000+0000,False,False,0055o000001h4cFAAQ,2025-10-23T19:12:11.000+0000,0055o000001h4cFAAQ,2025-10-23T19:12:11.000+0000,0055o000001h4cFAAQ,2025-10-23T19:12:11.000+0000,(204) 837-1403,,shamaya@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxGQUYA2,False,,23255649,003OH00000G2grgYAB,001OH00000JxNozYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:06:22.000+0000,False,False,005OH000005URvxYAG,2025-10-23T19:06:22.000+0000,005OH000005URvxYAG,2025-10-23T19:06:22.000+0000,005OH000005URvxYAG,2025-10-23T19:06:22.000+0000,(587)501-0104,,o.patel6@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxHRTYA2,False,,23259325,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:09:58.000+0000,False,False,005OH000005URvxYAG,2025-10-23T20:09:58.000+0000,005OH000005URvxYAG,2025-10-23T20:09:59.000+0000,005OH000005URvxYAG,2025-10-23T20:09:59.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxHkjYAE,False,,23255620,0031600002Yzpm7AAB,001G000000urMzmIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:05:58.000+0000,False,False,0050A000001o2WeQAI,2025-10-23T19:05:58.000+0000,0050A000001o2WeQAI,2025-10-23T19:05:58.000+0000,0050A000001o2WeQAI,2025-10-23T19:05:58.000+0000,(902) 434-9088,(902) 802-0525,amanda@tfi.cc,(902) 434-9999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxIKHYA2,False,,23256481,0030A0000029WUoQAM,0010A000002vwDDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:19:26.000+0000,False,False,0050A000000nRKbQAM,2025-10-23T19:19:26.000+0000,0050A000000nRKbQAM,2025-10-23T19:19:27.000+0000,0050A000000nRKbQAM,2025-10-23T19:19:27.000+0000,(905)415-2440,(416) 553-4423,charles.min@ig.ca,(905)415-0706,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000nRKbQAM,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxKvYYAU,False,,23257983,0035o000007cIezAAE,0015o000008ItbdAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:45:41.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T19:45:41.000+0000,005OH000004Ir1xYAC,2025-10-23T19:45:41.000+0000,005OH000004Ir1xYAC,2025-10-23T19:45:41.000+0000,(204)898-8885,,guyueli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxLI5YAM,False,,23255962,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:11:38.000+0000,False,False,005OH000005URvxYAG,2025-10-23T19:11:38.000+0000,005OH000005URvxYAG,2025-10-23T19:11:38.000+0000,005OH000005URvxYAG,2025-10-23T19:11:38.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxNn1YAE,False,,23259930,003OH00000HpjMKYAZ,001OH00000Lvx2XYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:20:35.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T20:20:35.000+0000,005OH000004Ir1xYAC,2025-10-23T20:20:35.000+0000,005OH000004Ir1xYAC,2025-10-23T20:20:35.000+0000,(403)878-9080,,grizzlyfinancialcorp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxPLmYAM,False,,23258925,0030A0000029klBQAQ,0010A000002w81iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:02:16.000+0000,False,False,0055o000002KxmIAAS,2025-10-23T20:02:16.000+0000,0055o000002KxmIAAS,2025-10-23T20:02:17.000+0000,0055o000002KxmIAAS,2025-10-23T20:02:17.000+0000,(519)869-4989,(519) 381-4502,scott@kellettfinancial.com,(519)869-8674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxQpfYAE,False,,23257517,0030A0000029pomQAA,0010A000002wCBLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:37:56.000+0000,False,False,0050A000000WjqvQAC,2025-10-23T19:37:56.000+0000,0050A000000WjqvQAC,2025-10-23T19:37:56.000+0000,0050A000000WjqvQAC,2025-10-23T19:37:56.000+0000,(613)831-9911,,theraj@dennisrajkumar.com,(613)836-1007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxRwzYAE,False,,23256670,0030A0000029odCQAQ,0010A000002wBFPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:22:45.000+0000,False,False,005OH000002N6huYAC,2025-10-23T19:22:45.000+0000,005OH000002N6huYAC,2025-10-23T19:22:45.000+0000,005OH000002N6huYAC,2025-10-23T19:22:45.000+0000,(418)627-4447X447,(418) 569-9740,alain.rondeau@sfl.ca,(819)477-2955,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxTnYYAU,False,,23257409,0030A0000029YNoQAM,0010A000002vxp6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:36:12.000+0000,False,False,0050A000000WjqvQAC,2025-10-23T19:36:12.000+0000,0050A000000WjqvQAC,2025-10-23T19:36:12.000+0000,0050A000000WjqvQAC,2025-10-23T19:36:12.000+0000,(613)228-0202,(613) 294-4335,bill@mapinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxU6uYAE,False,,23257264,003OH00000I2AU8YAN,001OH00000MBBl8YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:33:23.000+0000,False,False,0055o000001NWfMAAW,2025-10-23T19:33:23.000+0000,0055o000001NWfMAAW,2025-10-23T19:33:23.000+0000,0055o000001NWfMAAW,2025-10-23T19:33:23.000+0000,(416)456-3811,,sudeep.singla@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxUObYAM,False,,23256903,003G0000018f6vtIAA,0010A000002wOxlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:26:49.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T19:26:49.000+0000,0055o000002KxaMAAS,2025-10-23T19:26:50.000+0000,0055o000002KxaMAAS,2025-10-23T19:26:50.000+0000,(403)875-9328,(403) 875-9328,peter@meeraefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxVcQYAU,False,,23257767,0030A0000029fbkQAA,0010A000002w3kWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:42:01.000+0000,False,False,0055o000002KxmIAAS,2025-10-23T19:42:01.000+0000,0055o000002KxmIAAS,2025-10-23T19:42:01.000+0000,0055o000002KxmIAAS,2025-10-23T19:42:01.000+0000,(905)319-7021X222,905-979-0317,pat@donnellfinancial.com,(905)319-7020,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxWdOYAU,False,,23259197,0030A0000029n9SQAQ,0010A000002wA39QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:07:26.000+0000,False,False,005G0000002gxxjIAA,2025-10-23T20:07:26.000+0000,005G0000002gxxjIAA,2025-10-23T20:07:27.000+0000,005G0000002gxxjIAA,2025-10-23T20:07:27.000+0000,(514)281-7284X4,,claude.desautels@vmd.desjardins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxYC5YAM,False,,23257221,003OH00000FKFrtYAH,001OH00000J8SozYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:32:32.000+0000,False,False,005OH00000245RQYAY,2025-10-23T19:32:32.000+0000,005OH00000245RQYAY,2025-10-23T19:32:32.000+0000,005OH00000245RQYAY,2025-10-23T19:32:32.000+0000,(438)337-8244,,maxime.gendron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxaAyYAI,False,,23261530,003OH00000HMAesYAH,001OH00000LP3DHYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:56:27.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T20:56:27.000+0000,005OH000004Ir1xYAC,2025-10-23T20:56:27.000+0000,005OH000004Ir1xYAC,2025-10-23T20:56:27.000+0000,(647)781-3866,,jingli.jac@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxdJtYAI,False,,23258608,0035o000007ij0xAAA,0015o000008QAISAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:56:44.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T19:56:44.000+0000,005OH000004Ir1xYAC,2025-10-23T19:56:44.000+0000,005OH000004Ir1xYAC,2025-10-23T19:56:44.000+0000,(587)719-0803,,yangyinghui@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxfBxYAI,False,,23257839,0035o000007clYXAAY,0015o000008JRLVAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:43:09.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T19:43:09.000+0000,005OH000004Ir1xYAC,2025-10-23T19:43:10.000+0000,005OH000004Ir1xYAC,2025-10-23T19:43:10.000+0000,(403)926-6822,,gianna_gan_gan@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxfC0YAI,False,,23258999,0030A0000029i6SQAQ,0010A000002w5s3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:03:39.000+0000,False,False,005G0000002gxxjIAA,2025-10-23T20:03:39.000+0000,005G0000002gxxjIAA,2025-10-23T20:03:39.000+0000,005G0000002gxxjIAA,2025-10-23T20:03:39.000+0000,(450)508-2174,(514) 692-3975,alexandre.cordisco@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxflUYAQ,False,,23259601,0030A00000Bn1NHQAZ,0010A00000CNUWFQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:14:47.000+0000,False,False,005G0000002gxxjIAA,2025-10-23T20:14:47.000+0000,005G0000002gxxjIAA,2025-10-23T20:14:47.000+0000,005G0000002gxxjIAA,2025-10-23T20:14:47.000+0000,(819)762-6655,(819) 279-7903,pierre-olivier.perron@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxfv7YAA,False,,23257886,003G0000018f6dcIAA,0010A000002wObeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:43:54.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T19:43:54.000+0000,0055o000002KxaMAAS,2025-10-23T19:43:55.000+0000,0055o000002KxaMAAS,2025-10-23T19:43:55.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxhDlYAI,False,,23257999,003G0000018f6dcIAA,0010A000002wObeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:45:56.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T19:45:56.000+0000,0055o000002KxaMAAS,2025-10-23T19:45:56.000+0000,0055o000002KxaMAAS,2025-10-23T19:45:56.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxig5YAA,False,,23258158,0035o000007brGeAAI,0015o000008IQejAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:48:51.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T19:48:51.000+0000,005OH000004Ir1xYAC,2025-10-23T19:48:51.000+0000,005OH000004Ir1xYAC,2025-10-23T19:48:51.000+0000,(780)267-8487,,sasha.macdonald@veritylifesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxkV3YAI,False,,23260522,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:32:57.000+0000,False,False,005OH000005URvxYAG,2025-10-23T20:32:57.000+0000,005OH000005URvxYAG,2025-10-23T20:32:57.000+0000,005OH000005URvxYAG,2025-10-23T20:32:57.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxl69YAA,False,,23258979,0030A000008WAhlQAG,0010A000009QUi2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:03:14.000+0000,False,False,005OH00000865wTYAQ,2025-10-23T20:03:14.000+0000,005OH00000865wTYAQ,2025-10-23T20:03:14.000+0000,005OH00000865wTYAQ,2025-10-23T20:03:14.000+0000,(780)328-2562X107,,katie@personalizedwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxmBpYAI,False,,23258488,0035o000007l6AqAAI,0015o000008TDAgAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T19:54:29.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T19:54:29.000+0000,005OH000004Ir1xYAC,2025-10-23T19:54:29.000+0000,005OH000004Ir1xYAC,2025-10-23T19:54:29.000+0000,(780)827-6665,,haowang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxpxjYAA,False,,23259693,0030A00000CA8MXQA1,0010A00000CkXWnQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:16:26.000+0000,False,False,005G0000002gxxjIAA,2025-10-23T20:16:26.000+0000,005G0000002gxxjIAA,2025-10-23T20:16:27.000+0000,005G0000002gxxjIAA,2025-10-23T20:16:27.000+0000,(514)835-0418,,natacha_dumais@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxwUaYAI,False,,23260451,003OH000005YZZxYAO,001OH000006zHN3YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:31:21.000+0000,False,False,005OH000007fgYjYAI,2025-10-23T20:31:21.000+0000,005OH000007fgYjYAI,2025-10-23T20:31:21.000+0000,005OH000007fgYjYAI,2025-10-23T20:31:21.000+0000,(514)222-7324,,jonathan-gagnon@lafond.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dxycnYAA,False,,23259630,0035o000007iWmDAAU,0015o000008PvMmAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:15:16.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T20:15:16.000+0000,005OH000004Ir1xYAC,2025-10-23T20:15:17.000+0000,005OH000004Ir1xYAC,2025-10-23T20:15:17.000+0000,(403)607-7693,,info@donovoncoates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dy11BYAQ,False,,23259874,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:19:34.000+0000,False,False,005OH000005URvxYAG,2025-10-23T20:19:34.000+0000,005OH000005URvxYAG,2025-10-23T20:19:34.000+0000,005OH000005URvxYAG,2025-10-23T20:19:34.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dy4iEYAQ,False,,23261051,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:44:50.000+0000,False,False,005OH000007fgYjYAI,2025-10-23T20:44:50.000+0000,005OH000007fgYjYAI,2025-10-23T20:44:51.000+0000,005OH000007fgYjYAI,2025-10-23T20:44:51.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dy9A2YAI,False,,23261323,003OH00000HMDHqYAP,001OH00000LP3DCYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:51:44.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T20:51:44.000+0000,005OH000004Ir1xYAC,2025-10-23T20:51:45.000+0000,005OH000004Ir1xYAC,2025-10-23T20:51:45.000+0000,(403)892-9003,,courtneymarchesin@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyBjiYAE,False,,23261388,0030A0000029g8eQAA,0010A000002w4CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:53:18.000+0000,False,False,005OH000005URvxYAG,2025-10-23T20:53:18.000+0000,005OH000005URvxYAG,2025-10-23T20:53:19.000+0000,005OH000005URvxYAG,2025-10-23T20:53:19.000+0000,(780)433-0444,(780) 289-7862,shelley@sheltryn.ca,(866)403-6889,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyDtZYAU,False,,23261036,0030A0000029Vg9QAE,0010A000002vvYSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:44:25.000+0000,False,False,005OH000005URvxYAG,2025-10-23T20:44:25.000+0000,005OH000005URvxYAG,2025-10-23T20:44:25.000+0000,005OH000005URvxYAG,2025-10-23T20:44:25.000+0000,(780)395-9494,,dipak@auminsurance.ca,(780)395-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyEJQYA2,False,,23262398,003OH00000H9jfMYAR,001OH00000LBZEaYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T21:20:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T21:20:01.000+0000,005OH000004Ir1xYAC,2025-10-23T21:20:01.000+0000,005OH000004Ir1xYAC,2025-10-23T21:20:01.000+0000,(403)225-0011,4032250011,cory.grieve@edwardjones.com,(866)479-6556,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyF2YYAU,False,,23261171,003OH00000HfQOIYA3,001OH00000LkMg0YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:47:40.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T20:47:40.000+0000,005OH000004Ir1xYAC,2025-10-23T20:47:41.000+0000,005OH000004Ir1xYAC,2025-10-23T20:47:41.000+0000,(403)795-0772,,mark.schmitz@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyGgFYAU,False,,23262987,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T21:41:49.000+0000,False,False,005OH000005URvxYAG,2025-10-23T21:41:49.000+0000,005OH000005URvxYAG,2025-10-23T21:41:49.000+0000,005OH000005URvxYAG,2025-10-23T21:41:49.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyI6sYAE,False,,23261960,003OH00000N2nE1YAJ,001OH00000RxRw2YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T21:07:50.000+0000,False,False,005OH000005URvxYAG,2025-10-23T21:07:50.000+0000,005OH000005URvxYAG,2025-10-23T21:07:51.000+0000,005OH000005URvxYAG,2025-10-23T21:07:51.000+0000,(403)309-6300,,nicole.manchur@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyJFqYAM,False,,23261563,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T20:57:15.000+0000,False,False,005OH000005URvxYAG,2025-10-23T20:57:15.000+0000,005OH000005URvxYAG,2025-10-23T20:57:15.000+0000,005OH000005URvxYAG,2025-10-23T20:57:15.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyL6MYAU,False,,23261712,003OH00000VRA1cYAH,001OH00000cLWLlYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T21:01:06.000+0000,False,False,005OH000005URvxYAG,2025-10-23T21:01:06.000+0000,005OH000005URvxYAG,2025-10-23T21:01:06.000+0000,005OH000005URvxYAG,2025-10-23T21:01:06.000+0000,(780)831-0625,,sandra@perrysecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyMATYA2,False,,23261796,003G0000018f6mOIAQ,0010A000002wOo7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T21:03:25.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T21:03:25.000+0000,0055o000002KxaMAAS,2025-10-23T21:03:25.000+0000,0055o000002KxaMAAS,2025-10-23T21:03:25.000+0000,(403)329-4209,(403) 394-8268,kevin@staleyiwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyPjRYAU,False,,23262073,0030A0000029msxQAA,0010A000002w9ouQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T21:10:53.000+0000,False,False,005OH000005URvxYAG,2025-10-23T21:10:53.000+0000,005OH000005URvxYAG,2025-10-23T21:10:54.000+0000,005OH000005URvxYAG,2025-10-23T21:10:54.000+0000,(780)608-7797,(780) 668-2289,tim@vantfinancial.com,(780)608-7726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyPwMYAU,False,,23262146,003G0000018f6mOIAQ,0010A000002wOo7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T21:12:52.000+0000,False,False,0055o000002KxaMAAS,2025-10-23T21:12:52.000+0000,0055o000002KxaMAAS,2025-10-23T21:12:53.000+0000,0055o000002KxaMAAS,2025-10-23T21:12:53.000+0000,(403)329-4209,(403) 394-8268,kevin@staleyiwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyT8kYAE,False,,23263506,003OH00000H69OhYAJ,001OH00000L7pD5YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T22:02:43.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T22:02:43.000+0000,005OH000004Ir1xYAC,2025-10-23T22:02:43.000+0000,005OH000004Ir1xYAC,2025-10-23T22:02:43.000+0000,(403)265-9770,,lucas.dorozio@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyTNFYA2,False,,23262351,003OH00000H9jfMYAR,001OH00000LBZEaYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T21:19:03.000+0000,False,False,005OH000004Ir1xYAC,2025-10-23T21:19:03.000+0000,005OH000004Ir1xYAC,2025-10-23T21:19:03.000+0000,005OH000004Ir1xYAC,2025-10-23T21:19:03.000+0000,(403)225-0011,4032250011,cory.grieve@edwardjones.com,(866)479-6556,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyW8EYAU,False,,23263241,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T21:52:10.000+0000,False,False,005OH000005URvxYAG,2025-10-23T21:52:10.000+0000,005OH000005URvxYAG,2025-10-23T21:52:10.000+0000,005OH000005URvxYAG,2025-10-23T21:52:10.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyXQrYAM,False,,23262675,0030A0000029ZFWQA2,0010A000002vyZnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T21:29:26.000+0000,False,False,005OH000002iJPDYA2,2025-10-23T21:29:26.000+0000,005OH000002iJPDYA2,2025-10-23T21:29:27.000+0000,005OH000002iJPDYA2,2025-10-23T21:29:27.000+0000,(604)438-3699,(604) 551-9320,estherhu@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyd03YAA,False,,23263539,0035o000007D4TfAAK,0015o000007t1KbAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-23T22:04:38.000+0000,False,False,005OH000002iJPDYA2,2025-10-23T22:04:38.000+0000,005OH000002iJPDYA2,2025-10-23T22:04:39.000+0000,005OH000002iJPDYA2,2025-10-23T22:04:39.000+0000,(778)927-5268,,lisashuoli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dytZSYAY,False,,23265266,0030A0000029f7uQAA,0010A000002w3MOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T00:20:07.000+0000,False,False,005OH000002iJPDYA2,2025-10-24T00:20:07.000+0000,005OH000002iJPDYA2,2025-10-24T00:20:07.000+0000,005OH000002iJPDYA2,2025-10-24T00:20:07.000+0000,(604)285-7175,(604) 356-8568,billyliang2009@hotmail.com,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dyzF4YAI,False,,23265334,0030A000004xAF1QAM,0010A000005iYKIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T00:45:48.000+0000,False,False,005OH000002iJPDYA2,2025-10-24T00:45:48.000+0000,005OH000002iJPDYA2,2025-10-24T00:45:49.000+0000,005OH000002iJPDYA2,2025-10-24T00:45:49.000+0000,(778)896-1473,,lydiavancouverbc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dz3XGYAY,False,,23265295,0030A0000029hKZQAY,0010A000002w5FLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T00:29:14.000+0000,False,False,005OH000002iJPDYA2,2025-10-24T00:29:14.000+0000,005OH000002iJPDYA2,2025-10-24T00:29:14.000+0000,005OH000002iJPDYA2,2025-10-24T00:29:14.000+0000,(604)505-5086,(604) 505-5086,tysonwoo@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dz5SbYAI,False,,23265329,0030A0000029iVlQAI,0010A000002w6DuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T00:44:32.000+0000,False,False,005OH000002iJPDYA2,2025-10-24T00:44:32.000+0000,005OH000002iJPDYA2,2025-10-24T00:44:32.000+0000,005OH000002iJPDYA2,2025-10-24T00:44:32.000+0000,(604)233-2233,(778) 895-4618,zhinanzhen8@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dz7isYAA,False,,23265274,0030A0000029gxrQAA,0010A000002w4uFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T00:22:02.000+0000,False,False,005OH000002iJPDYA2,2025-10-24T00:22:02.000+0000,005OH000002iJPDYA2,2025-10-24T00:22:03.000+0000,005OH000002iJPDYA2,2025-10-24T00:22:03.000+0000,(604)438-3699,(604) 725-5322,zhy052@gmail.com,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dzBcpYAE,False,,23265308,0030A0000029hBcQAI,0010A000002w57CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T00:33:31.000+0000,False,False,005OH000002iJPDYA2,2025-10-24T00:33:31.000+0000,005OH000002iJPDYA2,2025-10-24T00:33:31.000+0000,005OH000002iJPDYA2,2025-10-24T00:33:31.000+0000,(778)251-2868,,yeti.lian@gmail.com,(604)233-2222,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dzDjRYAU,False,,23265341,0030A0000029dqZQAQ,0010A000002w2H7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T00:48:49.000+0000,False,False,005OH000002iJPDYA2,2025-10-24T00:48:49.000+0000,005OH000002iJPDYA2,2025-10-24T00:48:49.000+0000,005OH000002iJPDYA2,2025-10-24T00:48:49.000+0000,(778)893-8892,(778) 893-8892,xiaomei73@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000dzDmfYAE,False,,23265343,003G0000018f7FGIAY,0010A000002wPK3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T00:49:23.000+0000,False,False,005OH000002iJPDYA2,2025-10-24T00:49:23.000+0000,005OH000002iJPDYA2,2025-10-24T00:49:24.000+0000,005OH000002iJPDYA2,2025-10-24T00:49:24.000+0000,(604)732-1508,(604) 719-6218,alex.hong@joyfinancialservices.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,161.0
500OH00000e04arYAA,False,,23266331,0030A000002QZPpQAO,0010A000003D85BQAS,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-10-24T12:38:54.000+0000,False,False,005OH000008H6lxYAC,2025-10-24T12:32:53.000+0000,005OH000008H6lxYAC,2025-10-24T12:38:54.000+0000,005OH000008H6lxYAC,2025-10-24T12:38:54.000+0000,(613)723-7200,,simon.bernard@igpwm.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008H6lxYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e050iYAA,False,,23268607,003G0000018f6wTIAQ,0010A000002wOyLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:48:37.000+0000,False,False,005OH00000245RQYAY,2025-10-24T13:48:37.000+0000,005OH00000245RQYAY,2025-10-24T13:48:38.000+0000,005OH00000245RQYAY,2025-10-24T13:48:38.000+0000,(514)743-7013,(514) 743-7013,alan.david@insure-invest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e07KFYAY,False,,23267981,0035o000003uw71AAA,0015o000004WOleAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:33:10.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T13:33:10.000+0000,005OH000004oiYEYAY,2025-10-24T13:33:11.000+0000,005OH000004oiYEYAY,2025-10-24T13:33:11.000+0000,(519)744-4083,,brian.barsness@obfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0DHZYA2,False,,23266976,0030A0000029lWsQAI,0010A000002w8gkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:02:25.000+0000,False,False,005OH000004pk06YAA,2025-10-24T13:02:25.000+0000,005OH000004pk06YAA,2025-10-24T13:02:25.000+0000,005OH000004pk06YAA,2025-10-24T13:02:25.000+0000,(416)240-9545,416-219-0222,joe@tailoredprotection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0EGuYAM,False,,23268753,003G0000018f74yIAA,0010A000002wP8IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:51:40.000+0000,False,False,005OH00000245RQYAY,2025-10-24T13:51:40.000+0000,005OH00000245RQYAY,2025-10-24T13:51:41.000+0000,005OH00000245RQYAY,2025-10-24T13:51:41.000+0000,(514)568-3248,,amanda.ciccone@acfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0HMwYAM,False,,23269467,003OH00000P4KUsYAN,001OH00000UUyc9YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:08:49.000+0000,False,False,005OH000004pk06YAA,2025-10-24T14:08:49.000+0000,005OH000004pk06YAA,2025-10-24T14:08:49.000+0000,005OH000004pk06YAA,2025-10-24T14:08:49.000+0000,(416)594-8350,647 990-7779,,(416)594-8350,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0KSkYAM,False,,23267510,003G0000018f7btIAA,0010A000002wPiUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:20:13.000+0000,False,False,005OH00000245RQYAY,2025-10-24T13:20:13.000+0000,005OH00000245RQYAY,2025-10-24T13:20:13.000+0000,005OH00000245RQYAY,2025-10-24T13:20:13.000+0000,(450) 585-4847,(514) 757-4847,haussmann@4i.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0KqxYAE,False,,23268302,003OH00000GycxIYAR,001OH00000L0NqBYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:41:05.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T13:41:05.000+0000,005OH000004oiYEYAY,2025-10-24T13:41:05.000+0000,005OH000004oiYEYAY,2025-10-24T13:41:05.000+0000,(226)753-5887,,zuluagabibiana@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0OmTYAU,False,,23267802,0030A000008nvpXQAQ,0010A000009ignnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:27:59.000+0000,False,False,005OH000007fgYjYAI,2025-10-24T13:27:59.000+0000,005OH000007fgYjYAI,2025-10-24T13:28:00.000+0000,005OH000007fgYjYAI,2025-10-24T13:28:00.000+0000,(514)317-1242,514-236-4045,david.turgeon@gestionpriveeaaa.com,(514)954-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0PItYAM,False,,23270071,0030A0000029cnyQAA,0010A000002w1QCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:21:16.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T14:21:16.000+0000,005OH000004oiYEYAY,2025-10-24T14:21:16.000+0000,005OH000004oiYEYAY,2025-10-24T14:21:16.000+0000,(519)463-6363,,scott@detourcapital.ca,(519)463-6312,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0Ph4YAE,False,,23270945,003G0000018f6fZIAQ,0010A000002wOdbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:39:03.000+0000,False,False,005OH00000245RQYAY,2025-10-24T14:39:03.000+0000,005OH00000245RQYAY,2025-10-24T14:39:03.000+0000,005OH00000245RQYAY,2025-10-24T14:39:03.000+0000,(514)572-1328,(514) 572-1328,kelly@finservantonakakis.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0UtYYAU,False,,23268663,003OH00000WX4wuYAD,001OH00000dvSz5YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:49:48.000+0000,False,False,005OH000007fgYjYAI,2025-10-24T13:49:48.000+0000,005OH000007fgYjYAI,2025-10-24T13:49:48.000+0000,005OH000007fgYjYAI,2025-10-24T13:49:48.000+0000,(438)407-2352,,mlevesque@ekinoxcf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0V87YAE,False,,23269481,003G0000018f6f6IAA,0010A000002wOd8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:09:12.000+0000,False,False,005OH00000245RQYAY,2025-10-24T14:09:12.000+0000,005OH00000245RQYAY,2025-10-24T14:09:12.000+0000,005OH00000245RQYAY,2025-10-24T14:09:12.000+0000,(514)497-0918,(514) 497-0918,paolo.bove@crwfinancialgroup.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0VxdYAE,False,,23268408,003OH00000AdjE5YAJ,001OH00000CrNNpYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:43:43.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T13:43:43.000+0000,005OH000004oiYEYAY,2025-10-24T13:43:43.000+0000,005OH000004oiYEYAY,2025-10-24T13:43:43.000+0000,(226)730-0551,,conrad@spisakfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0WlfYAE,False,,23268692,003OH00000WTcdpYAD,001OH00000dpsRXYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:50:22.000+0000,False,False,005OH000007fgYjYAI,2025-10-24T13:50:22.000+0000,005OH000007fgYjYAI,2025-10-24T13:50:22.000+0000,005OH000007fgYjYAI,2025-10-24T13:50:22.000+0000,(438)466-2512,,info@luclachapelle.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0XY1YAM,False,,23268534,0030A0000029jZdQAI,0010A000002w74pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:46:42.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T13:46:42.000+0000,005OH000004oiYEYAY,2025-10-24T13:46:42.000+0000,005OH000004oiYEYAY,2025-10-24T13:46:42.000+0000,(519)894-2419,,eisenbach@golden.net,(519)696-2335,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0Y5tYAE,False,,23268584,003OH00000WMTLvYAP,001OH00000dda8cYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:48:03.000+0000,False,False,005OH000007fgYjYAI,2025-10-24T13:48:03.000+0000,005OH000007fgYjYAI,2025-10-24T13:48:03.000+0000,005OH000007fgYjYAI,2025-10-24T13:48:03.000+0000,(514)922-4396,514-603-0882,dufour.alexia@outlook.com,(514)221-3787,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0ZrZYAU,False,,23268752,0030A0000029aD4QAI,0010A000002vzPrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T13:51:38.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T13:51:38.000+0000,005OH000004oiYEYAY,2025-10-24T13:51:38.000+0000,005OH000004oiYEYAY,2025-10-24T13:51:38.000+0000,(519)836-1872,5192405248,stewart@traininsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0eEYYAY,False,,23269190,0031600002a9N1sAAE,0010A000002wOHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,"advisor called regarding opening corp acct for non profit. they are holding money for a client, and want to invest it. explained that I am not the person to advise if they can do this. explained they need to reach out to accountants and possible legal how to proceed. reviewed forms on content hub.",True,2025-10-24T14:19:35.000+0000,False,False,005OH000006uYrkYAE,2025-10-24T14:02:35.000+0000,005OH000006uYrkYAE,2025-10-24T14:19:35.000+0000,005OH000006uYrkYAE,2025-10-24T14:19:35.000+0000,(902)401-4166,(902) 401-4166,djones@ldwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0fnMYAQ,False,,23269603,003OH00000P4KUsYAN,001OH00000UUyc9YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:11:44.000+0000,False,False,005OH000004pk06YAA,2025-10-24T14:11:44.000+0000,005OH000004pk06YAA,2025-10-24T14:11:44.000+0000,005OH000004pk06YAA,2025-10-24T14:11:44.000+0000,(416)594-8350,647 990-7779,,(416)594-8350,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0g8HYAQ,False,,23269275,0030A0000029XaHQAU,0010A000002vx7qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:04:37.000+0000,False,False,005OH000007fgYjYAI,2025-10-24T14:04:37.000+0000,005OH000007fgYjYAI,2025-10-24T14:04:37.000+0000,005OH000007fgYjYAI,2025-10-24T14:04:37.000+0000,(514)376-7771,,eliot@finvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0hlyYAA,False,,23272952,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:17:45.000+0000,False,False,005OH000005URvxYAG,2025-10-24T15:17:45.000+0000,005OH000005URvxYAG,2025-10-24T15:17:45.000+0000,005OH000005URvxYAG,2025-10-24T15:17:45.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0hnVYAQ,False,,23269399,0035o000006qOddAAE,0015o000007Rv2lAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:07:24.000+0000,False,False,0055o000001NWfMAAW,2025-10-24T14:07:24.000+0000,0055o000001NWfMAAW,2025-10-24T14:07:24.000+0000,0055o000001NWfMAAW,2025-10-24T14:07:24.000+0000,(416)678-2916,,julio.luis.anopol@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0lcdYAA,False,,23269782,0035o000006qOddAAE,0015o000007Rv2lAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:15:27.000+0000,False,False,0055o000001NWfMAAW,2025-10-24T14:15:27.000+0000,0055o000001NWfMAAW,2025-10-24T14:15:27.000+0000,0055o000001NWfMAAW,2025-10-24T14:15:27.000+0000,(416)678-2916,,julio.luis.anopol@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0pMtYAI,False,,23270461,0030A0000029i6SQAQ,0010A000002w5s3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:29:05.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T14:29:05.000+0000,005G0000002gxxjIAA,2025-10-24T14:29:05.000+0000,005G0000002gxxjIAA,2025-10-24T14:29:05.000+0000,(450)508-2174,(514) 692-3975,alexandre.cordisco@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0pgEYAQ,False,,23270548,0030A0000029fbkQAA,0010A000002w3kWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:30:52.000+0000,False,False,0055o000002KxmIAAS,2025-10-24T14:30:52.000+0000,0055o000002KxmIAAS,2025-10-24T14:30:53.000+0000,0055o000002KxmIAAS,2025-10-24T14:30:53.000+0000,(905)319-7021X222,905-979-0317,pat@donnellfinancial.com,(905)319-7020,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0q4QYAQ,False,,23270235,0030A0000029nGAQAY,0010A000002wA8yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:24:43.000+0000,False,False,005OH000002N6huYAC,2025-10-24T14:24:43.000+0000,005OH000002N6huYAC,2025-10-24T14:24:43.000+0000,005OH000002N6huYAC,2025-10-24T14:24:43.000+0000,(450)293-1893,,dany.paquette@ssq.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0qKYYAY,False,,23270368,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:27:20.000+0000,False,False,005OH000004pk06YAA,2025-10-24T14:27:20.000+0000,005OH000004pk06YAA,2025-10-24T14:27:21.000+0000,005OH000004pk06YAA,2025-10-24T14:27:21.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0rRtYAI,False,,23270323,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:26:25.000+0000,False,False,005OH000004pk06YAA,2025-10-24T14:26:25.000+0000,005OH000004pk06YAA,2025-10-24T14:26:26.000+0000,005OH000004pk06YAA,2025-10-24T14:26:26.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0rrkYAA,False,,23270631,003OH00000WTcdsYAD,001OH00000dpsRaYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:32:22.000+0000,False,False,005OH000007fgYjYAI,2025-10-24T14:32:22.000+0000,005OH000007fgYjYAI,2025-10-24T14:32:22.000+0000,005OH000007fgYjYAI,2025-10-24T14:32:22.000+0000,(819)943-1275,,service@croissancecapital.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0ruyYAA,False,,23271488,003G0000018f7OOIAY,0010A000002wPUpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:50:59.000+0000,False,False,0055o000001h4cFAAQ,2025-10-24T14:50:59.000+0000,0055o000001h4cFAAQ,2025-10-24T14:51:00.000+0000,0055o000001h4cFAAQ,2025-10-24T14:51:00.000+0000,(204)837-1229,(204) 291-2131,tanner@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0s9SYAQ,False,,23270444,0030A00000ChGR0QAN,0010A00000DImk5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:28:51.000+0000,False,False,0050A000001o2WeQAI,2025-10-24T14:28:51.000+0000,0050A000001o2WeQAI,2025-10-24T14:28:51.000+0000,0050A000001o2WeQAI,2025-10-24T14:28:51.000+0000,(902)423-8294,(506)282-1990,matt.nason@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0tlRYAQ,False,,23270509,0030A0000029YHUQA2,0010A000002vxkmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:30:06.000+0000,False,False,005OH000002N6huYAC,2025-10-24T14:30:06.000+0000,005OH000002N6huYAC,2025-10-24T14:30:06.000+0000,005OH000002N6huYAC,2025-10-24T14:30:06.000+0000,(418)848-8177,,stevejacobgestiondupatrimoine@gmail.com,(418)624-6667,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0u1iYAA,False,,23273594,003OH000003D1XlYAK,001OH000004307lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:29:46.000+0000,False,False,005OH000004pk06YAA,2025-10-24T15:29:46.000+0000,005OH000004pk06YAA,2025-10-24T15:29:47.000+0000,005OH000004pk06YAA,2025-10-24T15:29:47.000+0000,(778)633-0739,,jane.yj.li33@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0uEZYAY,False,,23272784,003G0000018f6bxIAA,0010A000002wOZFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:14:50.000+0000,False,False,0055o000001h4cFAAQ,2025-10-24T15:14:50.000+0000,0055o000001h4cFAAQ,2025-10-24T15:14:50.000+0000,0055o000001h4cFAAQ,2025-10-24T15:14:50.000+0000,(204)488-2038X1,(204) 981-0556,gerry@hodsonfinancialinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0wY2YAI,False,,23271353,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:48:14.000+0000,False,False,005OH000003ds0PYAQ,2025-10-24T14:48:14.000+0000,005OH000003ds0PYAQ,2025-10-24T14:48:14.000+0000,005OH000003ds0PYAQ,2025-10-24T14:48:14.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e0xylYAA,False,,23272258,0030A0000029gcRQAQ,0010A000002w4cSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:04:53.000+0000,False,False,005OH000003ds0PYAQ,2025-10-24T15:04:53.000+0000,005OH000003ds0PYAQ,2025-10-24T15:04:54.000+0000,005OH000003ds0PYAQ,2025-10-24T15:04:54.000+0000,(905)881-1117,,mkrochek@cortexfinancial.com,(905)881-9711,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e10ADYAY,False,,23271032,0030A0000029i2ZQAQ,0010A000002w5ojQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:40:46.000+0000,False,False,005OH000002N6huYAC,2025-10-24T14:40:46.000+0000,005OH000002N6huYAC,2025-10-24T14:40:47.000+0000,005OH000002N6huYAC,2025-10-24T14:40:47.000+0000,(418)333-4789,,chantale@sfcv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e13uTYAQ,False,,23271369,003G0000018f6gRIAQ,0010A000002wOeSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T14:48:30.000+0000,False,False,0050A000001o2WeQAI,2025-10-24T14:48:30.000+0000,0050A000001o2WeQAI,2025-10-24T14:48:30.000+0000,0050A000001o2WeQAI,2025-10-24T14:48:30.000+0000,(902)422-1631X270,(902) 277-1413,ross@rossdemont.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1BNOYA2,False,,23272228,0030A0000029idVQAQ,0010A000002w6JOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:04:20.000+0000,False,False,005OH000005URvxYAG,2025-10-24T15:04:20.000+0000,005OH000005URvxYAG,2025-10-24T15:04:21.000+0000,005OH000005URvxYAG,2025-10-24T15:04:21.000+0000,(780)439-3535X2,780-990-8291,apexfinancialservicesinc@gmail.com,(780)439-2115,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1DHBYA2,False,,23274857,0030A000005daVoQAI,0010A000006NaeuQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:52:10.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T15:52:10.000+0000,0055o000002DK5fAAG,2025-10-24T15:52:11.000+0000,0055o000002DK5fAAG,2025-10-24T15:52:11.000+0000,(416)624-5894,,tonyf@maximusrose.com,(416)486-9254,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1EmfYAE,False,,23272350,0030A0000029eFLQAY,0010A000002w2e9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:06:59.000+0000,False,False,005OH000005URvxYAG,2025-10-24T15:06:59.000+0000,005OH000005URvxYAG,2025-10-24T15:06:59.000+0000,005OH000005URvxYAG,2025-10-24T15:06:59.000+0000,(780)707-0298,,patrick.gagnon@apexfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1GDNYA2,False,,23272426,0030A0000029ZoBQAU,0010A000002vz2UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:08:32.000+0000,False,False,005OH000005URvxYAG,2025-10-24T15:08:32.000+0000,005OH000005URvxYAG,2025-10-24T15:08:33.000+0000,005OH000005URvxYAG,2025-10-24T15:08:33.000+0000,(780)449-6292X240,,scott@kewcorp.ca,(780)467-3260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1HEJYA2,False,,23272740,0030A0000029VGRQA2,0010A000002vvDoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:13:56.000+0000,False,False,005OH000005URvxYAG,2025-10-24T15:13:56.000+0000,005OH000005URvxYAG,2025-10-24T15:13:56.000+0000,005OH000005URvxYAG,2025-10-24T15:13:56.000+0000,(780)467-4671,(780) 920-7970,insurance@cifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1INFYA2,False,,23272569,0030A0000029iOvQAI,0010A000002w68WQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:10:58.000+0000,False,False,005OH000003ds0PYAQ,2025-10-24T15:10:58.000+0000,005OH000003ds0PYAQ,2025-10-24T15:10:58.000+0000,005OH000003ds0PYAQ,2025-10-24T15:10:58.000+0000,(705)525-2131,,alec@crossgrove.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1KKDYA2,False,,23272717,0035o000007k4UiAAI,0015o000008Rrw0AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:13:31.000+0000,False,False,005OH000003ds0PYAQ,2025-10-24T15:13:31.000+0000,005OH000003ds0PYAQ,2025-10-24T15:13:31.000+0000,005OH000003ds0PYAQ,2025-10-24T15:13:31.000+0000,(613)877-8210,,crystal.rooks@assante.com,(613)549-5691,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1PoZYAU,False,,23273784,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:33:37.000+0000,False,False,005OH000005URvxYAG,2025-10-24T15:33:37.000+0000,005OH000005URvxYAG,2025-10-24T15:33:37.000+0000,005OH000005URvxYAG,2025-10-24T15:33:37.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1RyPYAU,False,,23273371,0035o000003BmchAAC,001G000000urMrjIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:25:46.000+0000,False,False,0050A000000WjqvQAC,2025-10-24T15:25:46.000+0000,0050A000000WjqvQAC,2025-10-24T15:25:46.000+0000,0050A000000WjqvQAC,2025-10-24T15:25:46.000+0000,(613) 398-1394,,norm@kellarfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1RyQYAU,False,,23273469,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:27:39.000+0000,False,False,005OH000004pk06YAA,2025-10-24T15:27:39.000+0000,005OH000004pk06YAA,2025-10-24T15:27:40.000+0000,005OH000004pk06YAA,2025-10-24T15:27:40.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1SUiYAM,False,,23274719,0030A000006F6t0QAC,0010A000006znPvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:49:33.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T15:49:33.000+0000,0055o000002DK5fAAG,2025-10-24T15:49:34.000+0000,0055o000002DK5fAAG,2025-10-24T15:49:34.000+0000,(705)817-9059,,financialfost@maplenation.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1TwzYAE,False,,23273558,0030A0000029WbAQAU,0010A000002vwIXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:29:11.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T15:29:11.000+0000,0055o000002DK5fAAG,2025-10-24T15:29:11.000+0000,0055o000002DK5fAAG,2025-10-24T15:29:11.000+0000,(416)640-1026X231,,kelvin@askkelvin.ca,(416)620-7117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1V5yYAE,False,,23273732,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:32:38.000+0000,False,False,005OH000004pk06YAA,2025-10-24T15:32:38.000+0000,005OH000004pk06YAA,2025-10-24T15:32:39.000+0000,005OH000004pk06YAA,2025-10-24T15:32:39.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1VHFYA2,False,,23273667,0030A0000029edSQAQ,0010A000002w2vjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:31:23.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T15:31:23.000+0000,0055o000002DK5fAAG,2025-10-24T15:31:23.000+0000,0055o000002DK5fAAG,2025-10-24T15:31:23.000+0000,(905)877-4579,(905) 876-2400,doug.riding@ipcsecurities.com,(905)877-6318,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1VKVYA2,False,,23274469,0030A0000029WpPQAU,0010A000002vwV1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:45:04.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T15:45:04.000+0000,005G0000002gxxjIAA,2025-10-24T15:45:04.000+0000,005G0000002gxxjIAA,2025-10-24T15:45:04.000+0000,(450)508-2174,514-608-7583,nancy.morin2@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1VNiYAM,False,,23274621,0030A0000029e17QAA,0010A000002w2QsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:47:58.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T15:47:58.000+0000,0055o000002DK5fAAG,2025-10-24T15:47:58.000+0000,0055o000002DK5fAAG,2025-10-24T15:47:58.000+0000,(519)476-6229,,chuckhall@isp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1XMHYA2,False,,23273890,0030A0000029lgHQAQ,0010A000002w8nFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:35:13.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T15:35:13.000+0000,0055o000002DK5fAAG,2025-10-24T15:35:14.000+0000,0055o000002DK5fAAG,2025-10-24T15:35:14.000+0000,(416)368-4575,,zoe.adrian@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1XpLYAU,False,,23274498,003G0000018f6pBIAQ,0010A000002wOquQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:45:36.000+0000,False,False,0050A000000WjqvQAC,2025-10-24T15:45:36.000+0000,0050A000000WjqvQAC,2025-10-24T15:45:36.000+0000,0050A000000WjqvQAC,2025-10-24T15:45:36.000+0000,(613)205-8020,(613) 812-2241,barry@rwsl.ca,(613)205-8007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1Xz1YAE,False,,23274770,0035o000004ZAXyAAO,0015o0000057wFOAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:50:35.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T15:50:35.000+0000,0055o000002DK5fAAG,2025-10-24T15:50:35.000+0000,0055o000002DK5fAAG,2025-10-24T15:50:35.000+0000,(416)825-4751,,maulikbshah@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1Y5XYAU,False,,23276270,003G0000018f77dIAA,0010A000002wPAxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:19:34.000+0000,False,False,005OH0000030c5BYAQ,2025-10-24T16:19:34.000+0000,005OH0000030c5BYAQ,2025-10-24T16:19:34.000+0000,005OH0000030c5BYAQ,2025-10-24T16:19:34.000+0000,(613)777-0797,,dan@caldwelladvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1Y74YAE,False,,23273995,0030A0000029gryQAA,0010A000002w4pFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:37:07.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T15:37:07.000+0000,005G0000002gxxjIAA,2025-10-24T15:37:07.000+0000,005G0000002gxxjIAA,2025-10-24T15:37:07.000+0000,(514)952-5377,(514) 952-5377,jesse.rubenovitch@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1ZmKYAU,False,,23274896,0030A0000029e17QAA,0010A000002w2QsQAI,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000002DK5fAAG,2025-10-24T15:52:55.000+0000,0055o000002DK5fAAG,2025-10-27T13:38:22.000+0000,0055o000002DK5fAAG,2025-10-27T13:38:22.000+0000,(519)476-6229,,chuckhall@isp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1ZvxYAE,False,,23274152,0030A0000029nUIQAY,0010A000002wALAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:39:53.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T15:39:53.000+0000,005G0000002gxxjIAA,2025-10-24T15:39:53.000+0000,005G0000002gxxjIAA,2025-10-24T15:39:53.000+0000,(514)426-0886,514-267-6275,mark.casazza@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1af9YAA,False,,23275043,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:55:34.000+0000,False,False,0055o000001NWfMAAW,2025-10-24T15:55:34.000+0000,0055o000001NWfMAAW,2025-10-24T15:55:34.000+0000,0055o000001NWfMAAW,2025-10-24T15:55:34.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1agkYAA,False,,23275062,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:55:51.000+0000,False,False,0050A000000WjqvQAC,2025-10-24T15:55:51.000+0000,0050A000000WjqvQAC,2025-10-24T15:55:51.000+0000,0050A000000WjqvQAC,2025-10-24T15:55:51.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1bWMYAY,False,,23274946,0030A0000029e17QAA,0010A000002w2QsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:53:46.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T15:53:46.000+0000,0055o000002DK5fAAG,2025-10-24T15:53:46.000+0000,0055o000002DK5fAAG,2025-10-24T15:53:46.000+0000,(519)476-6229,,chuckhall@isp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1bjFYAQ,False,,23274359,003OH00000GeTF0YAN,0010A000002w9kEQAQ,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,"Other (if other, specify)",Medium,,True,2025-10-27T14:11:28.000+0000,False,False,005OH00000921dxYAA,2025-10-24T15:42:50.000+0000,005OH00000921dxYAA,2025-10-27T14:11:28.000+0000,005OH00000921dxYAA,2025-10-27T14:11:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000921dxYAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1cAiYAI,False,,23275051,003OH00000L7OhVYAV,001OH00000PkEG9YAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:55:44.000+0000,False,False,0055o000002KxmIAAS,2025-10-24T15:55:44.000+0000,0055o000002KxmIAAS,2025-10-24T15:55:44.000+0000,0055o000002KxmIAAS,2025-10-24T15:55:44.000+0000,(519)657-0293,,conor.catomeris@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1hnDYAQ,False,,23278897,003OH00000AKPz4YAH,001OH00000CVDzqYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:06:56.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T17:06:56.000+0000,0055o000002DK5fAAG,2025-10-24T17:06:56.000+0000,0055o000002DK5fAAG,2025-10-24T17:06:56.000+0000,(437)317-7707,,mrussell@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1iWDYAY,False,,23275048,0030A0000029dysQAA,0010A000002w2OsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T15:55:39.000+0000,False,False,005OH000004pk06YAA,2025-10-24T15:55:39.000+0000,005OH000004pk06YAA,2025-10-24T15:55:39.000+0000,005OH000004pk06YAA,2025-10-24T15:55:39.000+0000,(905)447-6317,,jtaylor@moneyassist.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1irEYAQ,False,,23275545,0031600002ISxLCAA1,0010A000002wNNBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:05:04.000+0000,False,False,0055o000002KxaMAAS,2025-10-24T16:05:04.000+0000,0055o000002KxaMAAS,2025-10-24T16:05:05.000+0000,0055o000002KxaMAAS,2025-10-24T16:05:05.000+0000,(780)710-0452,(780) 710-0452,ferris.fan@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1iw6YAA,False,,23276480,0030A0000029jRhQAI,0010A000002w6y0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:23:14.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T16:23:14.000+0000,0055o000002DK5fAAG,2025-10-24T16:23:14.000+0000,0055o000002DK5fAAG,2025-10-24T16:23:14.000+0000,(800)267-2242,,m.holmes@lawyersfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1lNeYAI,False,,23275787,0030A0000090F8gQAE,0010A000009wadeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:09:52.000+0000,False,False,0055o000002KxaMAAS,2025-10-24T16:09:52.000+0000,0055o000002KxaMAAS,2025-10-24T16:09:53.000+0000,0055o000002KxaMAAS,2025-10-24T16:09:53.000+0000,(780)428-8585,(780) 908-1121,shaquille@bqfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1mI6YAI,False,,23275432,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:03:08.000+0000,False,False,0055o000002KxaMAAS,2025-10-24T16:03:08.000+0000,0055o000002KxaMAAS,2025-10-24T16:03:08.000+0000,0055o000002KxaMAAS,2025-10-24T16:03:08.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1nXZYAY,False,,23277268,0030A00000CSJ4DQAX,0010A00000D3Fx2QAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:38:16.000+0000,False,False,0055o000002KxaMAAS,2025-10-24T16:38:16.000+0000,0055o000002KxaMAAS,2025-10-24T16:38:16.000+0000,0055o000002KxaMAAS,2025-10-24T16:38:16.000+0000,(780)459-5353,,shaun@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1rGAYAY,False,,23276286,003OH00000ViNFJYA3,001OH00000cgTT2YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:19:51.000+0000,False,False,005OH000007fgYjYAI,2025-10-24T16:19:51.000+0000,005OH000007fgYjYAI,2025-10-24T16:19:51.000+0000,005OH000007fgYjYAI,2025-10-24T16:19:51.000+0000,(819)695-3626,,kelly99.sf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1t54YAA,False,,23276427,0030A0000029jRhQAI,0010A000002w6y0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:22:26.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T16:22:26.000+0000,0055o000002DK5fAAG,2025-10-24T16:22:26.000+0000,0055o000002DK5fAAG,2025-10-24T16:22:26.000+0000,(800)267-2242,,m.holmes@lawyersfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1v3dYAA,False,,23276273,003G0000018f7GWIAY,0010A000002wPLJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:19:36.000+0000,False,False,0055o000002KxaMAAS,2025-10-24T16:19:36.000+0000,0055o000002KxaMAAS,2025-10-24T16:19:37.000+0000,0055o000002KxaMAAS,2025-10-24T16:19:37.000+0000,(780)428-8585,(780) 905-6951,billie.borys@wiseowlfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e1yMTYAY,False,,23276570,0030A0000029ZiJQAU,0010A000002vyxGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:25:02.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T16:25:02.000+0000,0055o000002DK5fAAG,2025-10-24T16:25:02.000+0000,0055o000002DK5fAAG,2025-10-24T16:25:02.000+0000,(905)819-5342,,mswealth@outlook.com,(905)819-5341,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e23cJYAQ,False,,23277903,003G0000018f77dIAA,0010A000002wPAxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:49:58.000+0000,False,False,005OH0000030c5BYAQ,2025-10-24T16:49:58.000+0000,005OH0000030c5BYAQ,2025-10-24T16:49:58.000+0000,005OH0000030c5BYAQ,2025-10-24T16:49:58.000+0000,(613)777-0797,,dan@caldwelladvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e24tMYAQ,False,,23277335,003OH00000Qmg2pYAB,001OH00000WaKUGYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:39:32.000+0000,False,False,005OH00000865wTYAQ,2025-10-24T16:39:32.000+0000,005OH00000865wTYAQ,2025-10-24T16:39:32.000+0000,005OH00000865wTYAQ,2025-10-24T16:39:32.000+0000,(780)430-4083,,lindsay.macdermott@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e25ChYAI,False,,23277892,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:49:49.000+0000,False,False,005OH000004pk06YAA,2025-10-24T16:49:49.000+0000,005OH000004pk06YAA,2025-10-24T16:49:49.000+0000,005OH000004pk06YAA,2025-10-24T16:49:49.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e26rwYAA,False,,23279843,003OH00000HMDHoYAP,001OH00000LP3DAYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:22:41.000+0000,False,False,005OH000005URvxYAG,2025-10-24T17:22:41.000+0000,005OH000005URvxYAG,2025-10-24T17:22:41.000+0000,005OH000005URvxYAG,2025-10-24T17:22:41.000+0000,(780)504-7386,,dan@paradigmshiftfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e27kjYAA,False,,23277434,0030A000006Q2IMQA0,0010A000007BNrVQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T16:41:20.000+0000,False,False,005OH000005URvxYAG,2025-10-24T16:41:20.000+0000,005OH000005URvxYAG,2025-10-24T16:41:20.000+0000,005OH000005URvxYAG,2025-10-24T16:41:20.000+0000,(780)235-7957,(780) 235-7957,jairus@wealthverse.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2CXYYA2,False,,23280369,0030A0000029XsyQAE,0010A000002vxOvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:31:56.000+0000,False,False,005OH000005URvxYAG,2025-10-24T17:31:56.000+0000,005OH000005URvxYAG,2025-10-24T17:31:56.000+0000,005OH000005URvxYAG,2025-10-24T17:31:56.000+0000,(780)340-2189,,wei.chew@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2FotYAE,False,,23281917,0030A0000029YNoQAM,0010A000002vxp6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:57:01.000+0000,False,False,0050A000000WjqvQAC,2025-10-24T17:57:01.000+0000,0050A000000WjqvQAC,2025-10-24T17:59:15.000+0000,0050A000000WjqvQAC,2025-10-24T17:59:15.000+0000,(613)228-0202,(613) 294-4335,bill@mapinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2JkJYAU,False,,23279126,003OH000003YAMdYAO,0010A000002vtoUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:10:40.000+0000,False,False,005OH000005URvxYAG,2025-10-24T17:10:40.000+0000,005OH000005URvxYAG,2025-10-24T17:10:40.000+0000,005OH000005URvxYAG,2025-10-24T17:10:40.000+0000,(780) 916-6593,,bettypayne@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2LR8YAM,False,,23278955,003OH000005j04MYAQ,001OH000007AXDJYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:07:46.000+0000,False,False,005OH000005URvxYAG,2025-10-24T17:07:46.000+0000,005OH000005URvxYAG,2025-10-24T17:07:47.000+0000,005OH000005URvxYAG,2025-10-24T17:07:47.000+0000,(780)263-6699,,brentt.carlson@envestfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2Lm6YAE,False,,23279554,003G000001teLTxIAM,0010A000002wT30QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:18:05.000+0000,False,False,0055o000002KxaMAAS,2025-10-24T17:18:05.000+0000,0055o000002KxaMAAS,2025-10-24T17:18:05.000+0000,0055o000002KxaMAAS,2025-10-24T17:18:05.000+0000,(403)343-7769,(403) 392-7923,teighan@surepathgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2NhSYAU,False,,23278979,003OH00000Qmg2nYAB,001OH00000WaKUEYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:08:06.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T17:08:06.000+0000,0055o000002DK5fAAG,2025-10-24T17:08:06.000+0000,0055o000002DK5fAAG,2025-10-24T17:08:06.000+0000,(647)520-6899,,gaby@novastarinsure.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2NvyYAE,False,,23279253,0030A0000029bHHQAY,0010A000002w0HUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:12:42.000+0000,False,False,005OH000005URvxYAG,2025-10-24T17:12:42.000+0000,005OH000005URvxYAG,2025-10-24T17:12:42.000+0000,005OH000005URvxYAG,2025-10-24T17:12:42.000+0000,(780)451-3152,,sara.hempen@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2QKQYA2,False,,23280148,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:27:52.000+0000,False,False,005OH000005URvxYAG,2025-10-24T17:27:52.000+0000,005OH000005URvxYAG,2025-10-24T17:27:53.000+0000,005OH000005URvxYAG,2025-10-24T17:27:53.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2S7dYAE,False,,23279335,003G0000018f7pAIAQ,0010A000002wPvcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:14:03.000+0000,False,False,0055o000002KxaMAAS,2025-10-24T17:14:03.000+0000,0055o000002KxaMAAS,2025-10-24T17:14:03.000+0000,0055o000002KxaMAAS,2025-10-24T17:14:03.000+0000,(403)343-7769,(403) 357-0845,john@surepathgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2TbbYAE,False,,23279835,0030A0000029fbkQAA,0010A000002w3kWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:22:34.000+0000,False,False,0055o000002KxmIAAS,2025-10-24T17:22:34.000+0000,0055o000002KxmIAAS,2025-10-24T17:22:35.000+0000,0055o000002KxmIAAS,2025-10-24T17:22:35.000+0000,(905)319-7021X222,905-979-0317,pat@donnellfinancial.com,(905)319-7020,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2USpYAM,False,,23280504,0035o000007mqksAAA,0015o000008VZ7wAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:34:16.000+0000,False,False,005OH000005URvxYAG,2025-10-24T17:34:16.000+0000,005OH000005URvxYAG,2025-10-24T17:34:17.000+0000,005OH000005URvxYAG,2025-10-24T17:34:17.000+0000,(403)346-0095,(587) 377-2545,meghanemmerling@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2WPlYAM,False,,23279740,0030A0000029nR2QAI,0010A000002wAIdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:21:04.000+0000,False,False,0055o000002KxmIAAS,2025-10-24T17:21:04.000+0000,0055o000002KxmIAAS,2025-10-24T17:21:04.000+0000,0055o000002KxmIAAS,2025-10-24T17:21:04.000+0000,(905)628-9666,,rvanandel@ipcc.org,(905)628-1035,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2bkPYAQ,False,,23280274,0030A000002QZPpQAO,0010A000003D85BQAS,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-10-24T17:32:53.000+0000,False,False,005OH000008H6lxYAC,2025-10-24T17:30:16.000+0000,005OH000008H6lxYAC,2025-10-24T17:32:54.000+0000,005OH000008H6lxYAC,2025-10-24T17:32:54.000+0000,(613)723-7200,,simon.bernard@igpwm.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008H6lxYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2cWpYAI,False,,23280905,0030A0000029d1iQAA,0010A000002w1c0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:40:49.000+0000,False,False,0050A000001o2WeQAI,2025-10-24T17:40:49.000+0000,0050A000001o2WeQAI,2025-10-24T17:40:50.000+0000,0050A000001o2WeQAI,2025-10-24T17:40:50.000+0000,(416)995-1419,905-366-3831,domenic@amcofinancial.com,(416)777-0451,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2dSuYAI,False,,23282528,0030A0000029fyDQAQ,0010A000002w42iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:07:33.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T18:07:33.000+0000,005OH000004oiYEYAY,2025-10-24T18:07:34.000+0000,005OH000004oiYEYAY,2025-10-24T18:07:34.000+0000,(519)880-9696,5195023984,don.kochan@iaprivatewealth.ca,(519)880-9610,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2fL1YAI,False,,23280967,0030A0000029d1iQAA,0010A000002w1c0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:41:46.000+0000,False,False,0050A000001o2WeQAI,2025-10-24T17:41:46.000+0000,0050A000001o2WeQAI,2025-10-24T17:41:46.000+0000,0050A000001o2WeQAI,2025-10-24T17:41:46.000+0000,(416)995-1419,905-366-3831,domenic@amcofinancial.com,(416)777-0451,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2fkoYAA,False,,23281097,0030A0000029l1uQAA,0010A000002w8EtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:43:54.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T17:43:54.000+0000,005OH000004oiYEYAY,2025-10-24T17:43:55.000+0000,005OH000004oiYEYAY,2025-10-24T17:43:55.000+0000,(519)275-2424,,shaun@stratfordfinancialplanning.com,(519)489-2880,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2gKIYAY,False,,23281356,0030A0000029m54QAA,0010A000002w96YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:48:07.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T17:48:07.000+0000,005OH000004oiYEYAY,2025-10-24T17:48:08.000+0000,005OH000004oiYEYAY,2025-10-24T17:48:08.000+0000,(519)433-6585,,info@ufirstsolutions.ca,(519)471-1133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2gQlYAI,False,,23281526,0030A00000Bn1NHQAZ,0010A00000CNUWFQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:50:35.000+0000,False,False,005OH000002N6huYAC,2025-10-24T17:50:35.000+0000,005OH000002N6huYAC,2025-10-24T17:50:35.000+0000,005OH000002N6huYAC,2025-10-24T17:50:35.000+0000,(819)762-6655,(819) 279-7903,pierre-olivier.perron@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2hGRYAY,False,,23282513,0035o0000069oVJAAY,0015o000006iByeAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:07:16.000+0000,False,False,005OH00000865wTYAQ,2025-10-24T18:07:16.000+0000,005OH00000865wTYAQ,2025-10-24T18:07:16.000+0000,005OH00000865wTYAQ,2025-10-24T18:07:16.000+0000,(403)966-7718,,lynncao01@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2j0QYAQ,False,,23281396,0035o000004POr3AAG,0015o000004yXz9AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:48:39.000+0000,False,False,005OH000002N6huYAC,2025-10-24T17:48:39.000+0000,005OH000002N6huYAC,2025-10-24T17:48:39.000+0000,005OH000002N6huYAC,2025-10-24T17:48:39.000+0000,(514)944-7206,,info@sfplabreche.ca,(886)608-4943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2k2wYAA,False,,23281315,0035o000007F6BgAAK,0015o000007vUPlAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:47:23.000+0000,False,False,005OH000002N6huYAC,2025-10-24T17:47:23.000+0000,005OH000002N6huYAC,2025-10-24T17:47:23.000+0000,005OH000002N6huYAC,2025-10-24T17:47:23.000+0000,(418)953-1604,,mauclair@2pfinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2la9YAA,False,,23283299,0030A0000029lG7QAI,0010A000002w8RKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:20:25.000+0000,False,False,005OH000003ds0PYAQ,2025-10-24T18:20:25.000+0000,005OH000003ds0PYAQ,2025-10-24T18:20:25.000+0000,005OH000003ds0PYAQ,2025-10-24T18:20:25.000+0000,(705)525-2131,,cindy@crossgrove.com,(705)525-2140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2m4lYAA,False,,23281617,0030A0000029dc6QAA,0010A000002w26QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:51:54.000+0000,False,False,0055o000002KxmIAAS,2025-10-24T17:51:54.000+0000,0055o000002KxmIAAS,2025-10-24T17:51:54.000+0000,0055o000002KxmIAAS,2025-10-24T17:51:54.000+0000,(905)333-3335,,leon.sutton@ig.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2mJGYAY,False,,23281790,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:54:24.000+0000,False,False,0055o000001NWfMAAW,2025-10-24T17:54:24.000+0000,0055o000001NWfMAAW,2025-10-24T17:54:24.000+0000,0055o000001NWfMAAW,2025-10-24T17:54:24.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2nGvYAI,False,,23281442,0035o0000038sa0AAA,0015o000003nX7PAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:49:16.000+0000,False,False,005OH000002N6huYAC,2025-10-24T17:49:16.000+0000,005OH000002N6huYAC,2025-10-24T17:49:16.000+0000,005OH000002N6huYAC,2025-10-24T17:49:16.000+0000,(418)428-2837,,kelly-ann@sfcv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2naHYAQ,False,,23281463,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:49:35.000+0000,False,False,0055o000001NWfMAAW,2025-10-24T17:49:35.000+0000,0055o000001NWfMAAW,2025-10-24T17:49:35.000+0000,0055o000001NWfMAAW,2025-10-24T17:49:36.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2oZaYAI,False,,23281680,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:52:50.000+0000,False,False,005OH000005URvxYAG,2025-10-24T17:52:50.000+0000,005OH000005URvxYAG,2025-10-24T17:52:50.000+0000,005OH000005URvxYAG,2025-10-24T17:52:50.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2og2YAA,False,,23281775,0030A000009RrPKQA0,0010A00000AUaVDQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:54:12.000+0000,False,False,005OH000002N6huYAC,2025-10-24T17:54:12.000+0000,005OH000002N6huYAC,2025-10-24T17:54:13.000+0000,005OH000002N6huYAC,2025-10-24T17:54:13.000+0000,(450)394-4414,,simon@simon-rivest.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2pU2YAI,False,,23283182,003OH00000VIed3YAD,0010A000002vu2hQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:18:42.000+0000,False,False,0050A000001o2WeQAI,2025-10-24T18:18:42.000+0000,0050A000001o2WeQAI,2025-10-24T18:18:42.000+0000,0050A000001o2WeQAI,2025-10-24T18:18:42.000+0000,709-781-0588,709-351-2363,msaghir@ppi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2pyiYAA,False,,23283125,0035o000007EHPtAAO,0015o000007uYa1AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:17:20.000+0000,False,False,0055o000002KxmIAAS,2025-10-24T18:17:20.000+0000,0055o000002KxmIAAS,2025-10-24T18:17:20.000+0000,0055o000002KxmIAAS,2025-10-24T18:17:20.000+0000,(519)253-3553,519-791-7054,david.dimenna@ig.ca,(519)253-8064,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2qOZYAY,False,,23283262,0030A000007YiRbQAK,0010A000008QdidQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:19:53.000+0000,False,False,005OH000003ds0PYAQ,2025-10-24T18:19:53.000+0000,005OH000003ds0PYAQ,2025-10-24T18:19:53.000+0000,005OH000003ds0PYAQ,2025-10-24T18:19:53.000+0000,(705)616-0771,(705) 328-3000,curtis.hayes@edwardjones.com,(877)585-7159,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2qQ5YAI,False,,23281707,003OH00000GycxGYAR,001OH00000L0Nq9YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:53:08.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T17:53:08.000+0000,005OH000004oiYEYAY,2025-10-24T17:53:08.000+0000,005OH000004oiYEYAY,2025-10-24T17:53:08.000+0000,(226)724-6117,,olivia@godfroyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2rVrYAI,False,,23282360,003OH00000DhcAhYAJ,001OH00000HKsDrYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:04:40.000+0000,False,False,005OH00000865wTYAQ,2025-10-24T18:04:40.000+0000,005OH00000865wTYAQ,2025-10-24T18:04:40.000+0000,005OH00000865wTYAQ,2025-10-24T18:04:40.000+0000,(780)360-3898,,anupreet@akaninsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2tKjYAI,False,,23282014,0030A0000029fEsQAI,0010A000002w3SsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T17:58:55.000+0000,False,False,005OH000004oiYEYAY,2025-10-24T17:58:55.000+0000,005OH000004oiYEYAY,2025-10-24T17:58:56.000+0000,005OH000004oiYEYAY,2025-10-24T17:58:56.000+0000,(519)841-0083,,randyborne@gmail.com,(519)841-0083,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e2yDzYAI,False,,23283367,0030A0000029lLpQAI,0010A000002w8WjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:21:33.000+0000,False,False,005OH000003ds0PYAQ,2025-10-24T18:21:33.000+0000,005OH000003ds0PYAQ,2025-10-24T18:21:34.000+0000,005OH000003ds0PYAQ,2025-10-24T18:21:34.000+0000,(705)674-5969,,dale.dubreuil@scotiawealth.com,(705)675-2772,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e30AwYAI,False,,23283055,003G0000018f6WwIAI,0010A000002wOU1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:16:06.000+0000,False,False,005OH00000AdAzSYAV,2025-10-24T18:16:06.000+0000,005OH00000AdAzSYAV,2025-10-24T18:38:26.000+0000,005OH00000AdAzSYAV,2025-10-24T18:38:26.000+0000,(519)836-1791,,richard@cremasco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e30vhYAA,False,,23282723,0030A000002QZPpQAO,0010A000003D85BQAS,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Enrolment (MSSE),Medium,,True,2025-10-24T18:14:24.000+0000,False,False,005OH000008H6lxYAC,2025-10-24T18:10:37.000+0000,005OH000008H6lxYAC,2025-10-24T18:14:24.000+0000,005OH000008H6lxYAC,2025-10-24T18:14:24.000+0000,(613)723-7200,,simon.bernard@igpwm.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008H6lxYAC,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e31v5YAA,False,,23285279,0030A0000029eWHQAY,0010A000002w2qoQAA,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH000003ds0PYAQ,2025-10-24T18:54:17.000+0000,005OH000003ds0PYAQ,2025-10-24T18:55:32.000+0000,005OH000003ds0PYAQ,2025-10-24T18:55:32.000+0000,(613)384-7511,,dan.toner@pro-invest.ca,(613)384-8919,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e31zpYAA,False,,23282826,0030A00000Bn1NHQAZ,0010A00000CNUWFQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:12:08.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T18:12:08.000+0000,005G0000002gxxjIAA,2025-10-24T18:12:08.000+0000,005G0000002gxxjIAA,2025-10-24T18:12:08.000+0000,(819)762-6655,(819) 279-7903,pierre-olivier.perron@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e38bYYAQ,False,,23284463,003OH00000THAdUYAX,001OH00000ZeUI1YAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:40:40.000+0000,False,False,005OH00000865wTYAQ,2025-10-24T18:40:40.000+0000,005OH00000865wTYAQ,2025-10-24T18:40:40.000+0000,005OH00000865wTYAQ,2025-10-24T18:40:40.000+0000,(587)938-4249,,mo.ali.salari@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3ALZYA2,False,,23283662,003OH00000V955JYAR,001OH00000bzOtBYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:26:23.000+0000,False,False,005OH000007fgYjYAI,2025-10-24T18:26:23.000+0000,005OH000007fgYjYAI,2025-10-24T18:26:23.000+0000,005OH000007fgYjYAI,2025-10-24T18:26:23.000+0000,(438)935-0855,,fiancelevesque@emiliepac.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3FDIYA2,False,,23286905,003G0000018f7CPIAY,0010A000002wPGNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:23:58.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T19:23:58.000+0000,005G0000002gxxjIAA,2025-10-24T19:23:58.000+0000,005G0000002gxxjIAA,2025-10-24T19:23:58.000+0000,(514)814-5948,(514) 814-5948,benjamin.kobuke@groupefinancierkoby.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3FoJYAU,False,,23284751,0030A00000CA8MXQA1,0010A00000CkXWnQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:45:15.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T18:45:15.000+0000,005G0000002gxxjIAA,2025-10-24T18:45:16.000+0000,005G0000002gxxjIAA,2025-10-24T18:45:16.000+0000,(514)835-0418,,natacha_dumais@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3HLTYA2,False,,23285417,0030A0000029cHlQAI,0010A000002w150QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:56:55.000+0000,False,False,005OH000003ds0PYAQ,2025-10-24T18:56:55.000+0000,005OH000003ds0PYAQ,2025-10-24T18:56:55.000+0000,005OH000003ds0PYAQ,2025-10-24T18:56:55.000+0000,(705)478-6612,,dan@pucherinsurance.com,(705)476-0347,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3J3tYAE,False,,23284450,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T18:40:31.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T18:40:31.000+0000,005G0000002gxxjIAA,2025-10-24T18:40:31.000+0000,005G0000002gxxjIAA,2025-10-24T18:40:31.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3WnVYAU,False,,23285728,0030A00000CA8MXQA1,0010A00000CkXWnQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:02:37.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T19:02:37.000+0000,005G0000002gxxjIAA,2025-10-24T19:02:37.000+0000,005G0000002gxxjIAA,2025-10-24T19:02:37.000+0000,(514)835-0418,,natacha_dumais@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3YsYYAU,False,,23288105,003G0000018f6rWIAQ,0010A000002wOtGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:46:27.000+0000,False,False,005OH000001cCPNYA2,2025-10-24T19:46:27.000+0000,005OH000001cCPNYA2,2025-10-24T19:46:28.000+0000,005OH000001cCPNYA2,2025-10-24T19:46:28.000+0000,(306)993-1828,(306) 533-8876,steven@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3a1VYAQ,False,,23286078,0030A0000029etGQAQ,0010A000002w37uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:08:37.000+0000,False,False,0055o000001h4cFAAQ,2025-10-24T19:08:37.000+0000,0055o000001h4cFAAQ,2025-10-24T19:08:38.000+0000,0055o000001h4cFAAQ,2025-10-24T19:08:38.000+0000,(204)340-6057,,cfitkowsky@avisowm.ca,(866)833-0214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3b0oYAA,False,,23287370,0030A0000029YA7QAM,0010A000002vxgEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:32:27.000+0000,False,False,0055o000002KxmIAAS,2025-10-24T19:32:27.000+0000,0055o000002KxmIAAS,2025-10-24T19:32:27.000+0000,0055o000002KxmIAAS,2025-10-24T19:32:27.000+0000,(905)304-6474,(905) 929-9822,carol.doolan@ig.ca,(905)304-2145,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3b2SYAQ,False,,23287077,0030A0000029ic1QAA,0010A000002w6IJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:27:03.000+0000,False,False,005OH0000030c5BYAQ,2025-10-24T19:27:03.000+0000,005OH0000030c5BYAQ,2025-10-24T19:27:04.000+0000,005OH0000030c5BYAQ,2025-10-24T19:27:04.000+0000,(613)542-8955X151,x 151,zachary.rosen@ipcc.ca,(844)417-8286,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3bSIYAY,False,,23290705,0035o0000068aSwAAI,0015o000006h4OZAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T20:39:55.000+0000,False,False,0055o000001OxJtAAK,2025-10-24T20:39:55.000+0000,0055o000001OxJtAAK,2025-10-24T20:39:56.000+0000,0055o000001OxJtAAK,2025-10-24T20:39:56.000+0000,(236)982-1286,,yijunyu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001OxJtAAK,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3biLYAQ,False,,23286236,0030A0000029cx6QAA,0010A000002w1Y7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:11:42.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T19:11:42.000+0000,005G0000002gxxjIAA,2025-10-24T19:11:43.000+0000,005G0000002gxxjIAA,2025-10-24T19:11:43.000+0000,(514)333-9093,(514) 999-7397,houda.benmoussa@sfl.qc.ca,(514)333-7869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3bjzYAA,False,,23287225,0030A0000029WR3QAM,0010A000002vwALQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:29:36.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T19:29:36.000+0000,0055o000002DK5fAAG,2025-10-24T19:29:37.000+0000,0055o000002DK5fAAG,2025-10-24T19:29:37.000+0000,(705)719-6773,,sandra.ramos@igpwm.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3dtpYAA,False,,23286478,0030A0000029XxUQAU,0010A000002vxTRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:15:42.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T19:15:42.000+0000,005G0000002gxxjIAA,2025-10-24T19:15:42.000+0000,005G0000002gxxjIAA,2025-10-24T19:15:42.000+0000,(514)232-0733,,sflucmonette@gmail.com,(514)939-8990,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3eY9YAI,False,,23286539,0030A0000029XxUQAU,0010A000002vxTRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:16:45.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T19:16:45.000+0000,005G0000002gxxjIAA,2025-10-24T19:16:45.000+0000,005G0000002gxxjIAA,2025-10-24T19:16:45.000+0000,(514)232-0733,,sflucmonette@gmail.com,(514)939-8990,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3geoYAA,False,,23287087,0030A0000029WR3QAM,0010A000002vwALQAY,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000002DK5fAAG,2025-10-24T19:27:13.000+0000,0055o000002DK5fAAG,2025-10-27T13:37:38.000+0000,0055o000002DK5fAAG,2025-10-27T13:37:38.000+0000,(705)719-6773,,sandra.ramos@igpwm.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3qFyYAI,False,,23287601,003OH00000QYkkjYAD,001OH00000WJYjdYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T19:37:04.000+0000,False,False,0055o000002DK5fAAG,2025-10-24T19:37:04.000+0000,0055o000002DK5fAAG,2025-10-24T19:37:04.000+0000,0055o000002DK5fAAG,2025-10-24T19:37:04.000+0000,(905)399-2786,,jkarim@alignedcp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e3zuNYAQ,False,,23288817,0035o000007ERP3AAO,0015o000007uk7UAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T20:00:01.000+0000,False,False,005OH000004pk06YAA,2025-10-24T20:00:01.000+0000,005OH000004pk06YAA,2025-10-24T20:00:01.000+0000,005OH000004pk06YAA,2025-10-24T20:00:01.000+0000,(905)979-9676,,insurance@sonnymartin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e42fMYAQ,False,,23290382,003G0000018f6t1IAA,0010A000002wOukQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T20:32:16.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T20:32:16.000+0000,005G0000002gxxjIAA,2025-10-24T20:32:16.000+0000,005G0000002gxxjIAA,2025-10-24T20:32:16.000+0000,(450)818-9808,(514) 918-0312,louis.lamontagne@orchestro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e453hYAA,False,,23288902,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T20:01:45.000+0000,False,False,005G0000002gxxjIAA,2025-10-24T20:01:45.000+0000,005G0000002gxxjIAA,2025-10-24T20:01:46.000+0000,005G0000002gxxjIAA,2025-10-24T20:01:46.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e4AgBYAU,False,,23290367,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T20:31:52.000+0000,False,False,005OH000004pk06YAA,2025-10-24T20:31:52.000+0000,005OH000004pk06YAA,2025-10-24T20:31:52.000+0000,005OH000004pk06YAA,2025-10-24T20:31:52.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e4DNrYAM,False,,23289700,0030A0000029pWOQAY,0010A000002wBxTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T20:17:21.000+0000,False,False,0055o000001OxJtAAK,2025-10-24T20:17:21.000+0000,0055o000001OxJtAAK,2025-10-24T20:17:22.000+0000,0055o000001OxJtAAK,2025-10-24T20:17:22.000+0000,(604)720-2521,(778) 374-1740,sophia@wealthpedia.ca,(604)278-0133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001OxJtAAK,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e4HJTYA2,False,,23291727,0030A0000029g8eQAA,0010A000002w4CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T21:09:08.000+0000,False,False,005OH000005URvxYAG,2025-10-24T21:09:08.000+0000,005OH000005URvxYAG,2025-10-24T21:09:08.000+0000,005OH000005URvxYAG,2025-10-24T21:09:08.000+0000,(780)433-0444,(780) 289-7862,shelley@sheltryn.ca,(866)403-6889,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e4Kp9YAE,False,,23290853,003G0000018f7WeIAI,0010A000002wPdXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T20:43:35.000+0000,False,False,0055o000002KxaMAAS,2025-10-24T20:43:35.000+0000,0055o000002KxaMAAS,2025-10-24T20:43:36.000+0000,0055o000002KxaMAAS,2025-10-24T20:43:36.000+0000,(780)539-5943,(780) 512-6130,tab@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e4OuMYAU,False,,23290743,0030A0000029hhVQAQ,0010A000002w5XgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T20:40:44.000+0000,False,False,005OH000005URvxYAG,2025-10-24T20:40:44.000+0000,005OH000005URvxYAG,2025-10-24T20:40:44.000+0000,005OH000005URvxYAG,2025-10-24T20:40:44.000+0000,(780) 970-3602,,ejankowski@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e4QMfYAM,False,,23290850,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T20:43:33.000+0000,False,False,005OH000005URvxYAG,2025-10-24T20:43:33.000+0000,005OH000005URvxYAG,2025-10-24T20:43:33.000+0000,005OH000005URvxYAG,2025-10-24T20:43:33.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e4nRJYAY,False,,23292617,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T21:43:27.000+0000,False,False,005OH000005URvxYAG,2025-10-24T21:43:27.000+0000,005OH000005URvxYAG,2025-10-24T21:43:28.000+0000,005OH000005URvxYAG,2025-10-24T21:43:28.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e4zcBYAQ,False,,23294268,0030A0000029nsZQAQ,0010A000002wAfBQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-24T23:35:06.000+0000,False,False,005OH000002iJPDYA2,2025-10-24T23:35:06.000+0000,005OH000002iJPDYA2,2025-10-24T23:35:07.000+0000,005OH000002iJPDYA2,2025-10-24T23:35:07.000+0000,(778)929-0008,,estheryu0008@gmail.com,(604)278-0133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,160.0
500OH00000e9RbSYAU,False,,23300958,003OH00000WPmK2YAL,001OH00000dipi0YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T13:15:21.000+0000,False,False,005OH00000245RQYAY,2025-10-27T13:15:21.000+0000,005OH00000245RQYAY,2025-10-27T13:15:22.000+0000,005OH00000245RQYAY,2025-10-27T13:15:22.000+0000,(418)576-2328,,tommy.roseberry@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9VC1YAM,False,,23301197,0030A0000029oiNQAQ,0010A000002wBKBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T13:20:16.000+0000,False,False,005OH00000245RQYAY,2025-10-27T13:20:16.000+0000,005OH00000245RQYAY,2025-10-27T13:20:17.000+0000,005OH00000245RQYAY,2025-10-27T13:20:17.000+0000,(418)543-1163,,sf@ellipse.ca,(418)543-1160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9XYnYAM,False,,23301379,0030A0000029Xq9QAE,0010A000002vxMQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T13:24:21.000+0000,False,False,005OH00000245RQYAY,2025-10-27T13:24:21.000+0000,005OH00000245RQYAY,2025-10-27T13:24:21.000+0000,005OH00000245RQYAY,2025-10-27T13:24:21.000+0000,(450)923-1960,,sfortin@imbeault-caron.com,(450)923-1961,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9aOiYAI,False,,23305436,0030A0000029mxMQAQ,0010A000002w9sfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:36:50.000+0000,False,False,005G0000002gxxjIAA,2025-10-27T14:36:50.000+0000,005G0000002gxxjIAA,2025-10-27T14:36:51.000+0000,005G0000002gxxjIAA,2025-10-27T14:36:51.000+0000,(450)443-6496,514-792-3232,stephane.richard@ig.ca,(450)443-8132,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9heeYAA,False,,23303115,003OH00000WDQQWYA5,001OH00000dQBW6YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T13:58:03.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T13:58:03.000+0000,0055o000002DK5fAAG,2025-10-27T13:58:03.000+0000,0055o000002DK5fAAG,2025-10-27T13:58:03.000+0000,(905)682-7292,,jay.damani@igpwm.ca,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9jWkYAI,False,,23302766,003OH00000WDQQdYAP,001OH00000dQBWDYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T13:51:06.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T13:51:06.000+0000,0055o000002DK5fAAG,2025-10-27T13:51:06.000+0000,0055o000002DK5fAAG,2025-10-27T13:51:06.000+0000,(416)695-8600,,francisco.carreon@ig.ca,(416)695-4480,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9qusYAA,False,,23305606,0030A0000029ZtOQAU,0010A000002vz7TQAQ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Technical Support,Medium,Joint Policy,False,,False,False,0050A000000euOpQAI,2025-10-27T14:39:05.000+0000,0050A000000euOpQAI,2025-10-27T14:39:05.000+0000,0050A000000euOpQAI,2025-10-27T14:39:05.000+0000,(905)633-8516,,,(866)641-0237,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000euOpQAI,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9sK3YAI,False,,23307042,0035o000004POrBAAW,0015o000004yXzGAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:01:28.000+0000,False,False,0055o000001h4cFAAQ,2025-10-27T15:01:28.000+0000,0055o000001h4cFAAQ,2025-10-27T15:01:29.000+0000,0055o000001h4cFAAQ,2025-10-27T15:01:29.000+0000,(204)726-3658,(204) 647-5828,codie@sunrisewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9sLVYAY,False,,23303352,003OH00000WDKo8YAH,001OH00000dQBWGYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:02:56.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T14:02:56.000+0000,0055o000002DK5fAAG,2025-10-27T14:02:56.000+0000,0055o000002DK5fAAG,2025-10-27T14:02:56.000+0000,(905)450-1500,,caitlin.sinclair@igpwm.ca,(905)450-2527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9tzBYAQ,False,,23306331,0030A0000029cnBQAQ,0010A000002w1PKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:50:12.000+0000,False,False,005OH000002N6huYAC,2025-10-27T14:50:12.000+0000,005OH000002N6huYAC,2025-10-27T14:50:12.000+0000,005OH000002N6huYAC,2025-10-27T14:50:12.000+0000,(418)622-6422,4182643565,genevieve.gosselin@sfl.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9uDdYAI,False,,23303526,003OH00000WX8ffYAD,001OH00000dvSz2YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:06:17.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T14:06:17.000+0000,005OH000004oiYEYAY,2025-10-27T14:06:18.000+0000,005OH000004oiYEYAY,2025-10-27T14:06:18.000+0000,(519)494-7680,,kiersten.grayson@federated.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9wwzYAA,False,,23303771,003OH00000WX8fbYAD,001OH00000dvSyyYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:10:18.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T14:10:18.000+0000,005OH000004oiYEYAY,2025-10-27T14:10:18.000+0000,005OH000004oiYEYAY,2025-10-27T14:10:18.000+0000,(416)475-6565,,jatinpahwa48@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9zgPYAQ,False,,23306732,0030A0000029Up6QAE,0010A000002vusZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:56:27.000+0000,False,False,005OH00000245RQYAY,2025-10-27T14:56:27.000+0000,005OH00000245RQYAY,2025-10-27T14:56:27.000+0000,005OH00000245RQYAY,2025-10-27T14:56:27.000+0000,(418)627-4447X245,,jimmy.bouchard@sfl.qc.ca,(418)627-3327,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000e9zzhYAA,False,,23304053,003OH00000UvKosYAF,001OH00000bikgLYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:15:03.000+0000,False,False,005G0000002gxxjIAA,2025-10-27T14:15:03.000+0000,005G0000002gxxjIAA,2025-10-27T14:15:04.000+0000,005G0000002gxxjIAA,2025-10-27T14:15:04.000+0000,(514)702-6511,,sblais@fisc-fin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eA37GYAS,False,,23304516,0031600002cIy4oAAC,0010A000005BU0aQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:22:36.000+0000,False,False,0050A000000WjqvQAC,2025-10-27T14:22:36.000+0000,0050A000000WjqvQAC,2025-10-27T14:22:36.000+0000,0050A000000WjqvQAC,2025-10-27T14:22:36.000+0000,(613)548-1884,(647) 248-5821,andrew@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eA4MqYAK,False,,23307287,0035o000007CAu3AAG,0015o000007s0lDAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:05:28.000+0000,False,False,005OH000007fgYjYAI,2025-10-27T15:05:28.000+0000,005OH000007fgYjYAI,2025-10-27T15:05:28.000+0000,005OH000007fgYjYAI,2025-10-27T15:05:28.000+0000,(581)990-1867,,pweston@westonholdings.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eA7imYAC,False,,23305345,003G0000018f7C4IAI,0010A000002wPG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:35:34.000+0000,False,False,0050A000000WjqvQAC,2025-10-27T14:35:34.000+0000,0050A000000WjqvQAC,2025-10-27T14:35:35.000+0000,0050A000000WjqvQAC,2025-10-27T14:35:35.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAAdNYAW,False,,23304981,0030A0000029WbAQAU,0010A000002vwIXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:29:50.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T14:29:50.000+0000,0055o000002DK5fAAG,2025-10-28T14:27:22.000+0000,0055o000002DK5fAAG,2025-10-28T14:27:22.000+0000,(416)640-1026X231,,kelvin@askkelvin.ca,(416)620-7117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eADHvYAO,False,,23305979,003OH00000RWMAnYAP,001OH00000XRjcaYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:45:04.000+0000,False,False,005OH000002N6huYAC,2025-10-27T14:45:04.000+0000,005OH000002N6huYAC,2025-10-27T14:45:05.000+0000,005OH000002N6huYAC,2025-10-27T14:45:05.000+0000,(514)248-7395,,raphael.ouimet@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eADWSYA4,False,,23309157,003OH00000HHa0UYAT,001OH00000LKB6VYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:31:50.000+0000,False,False,005OH000007fgYjYAI,2025-10-27T15:31:50.000+0000,005OH000007fgYjYAI,2025-10-27T15:31:50.000+0000,005OH000007fgYjYAI,2025-10-27T15:31:50.000+0000,(418)572-4026,,catherine.alain@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAGIzYAO,False,,23305623,0030A0000029VYoQAM,0010A000002vvRlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:39:27.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T14:39:27.000+0000,005OH000004oiYEYAY,2025-10-27T14:39:28.000+0000,005OH000004oiYEYAY,2025-10-27T14:39:28.000+0000,(519)253-3553,,jeff.matteau@ig.ca,(519)253-8064,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAGSjYAO,False,,23306223,0030A0000029UfQQAU,0010A000002vuk6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:48:35.000+0000,False,False,005OH00000245RQYAY,2025-10-27T14:48:35.000+0000,005OH00000245RQYAY,2025-10-27T14:48:36.000+0000,005OH00000245RQYAY,2025-10-27T14:48:36.000+0000,(450)713-1501,,klcarrier@equipecqc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAHrmYAG,False,,23306892,0030A0000029UywQAE,0010A000002vv1bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:59:07.000+0000,False,False,005OH00000245RQYAY,2025-10-27T14:59:07.000+0000,005OH00000245RQYAY,2025-10-27T14:59:08.000+0000,005OH00000245RQYAY,2025-10-27T14:59:08.000+0000,(418)626-1994,5147149838,rachel.cote@iggpp.ca,(418)626-3613,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAJ7CYAW,False,,23306270,0030A0000029cnBQAQ,0010A000002w1PKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:49:18.000+0000,False,False,005OH000002N6huYAC,2025-10-27T14:49:18.000+0000,005OH000002N6huYAC,2025-10-27T14:49:19.000+0000,005OH000002N6huYAC,2025-10-27T14:49:19.000+0000,(418)622-6422,4182643565,genevieve.gosselin@sfl.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAJC7YAO,False,,23308433,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:21:55.000+0000,False,False,005OH000005URvxYAG,2025-10-27T15:21:55.000+0000,005OH000005URvxYAG,2025-10-27T15:21:56.000+0000,005OH000005URvxYAG,2025-10-27T15:21:56.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAMuhYAG,False,,23306538,0030A0000029Uo2QAE,0010A000002vuraQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:53:29.000+0000,False,False,005OH00000245RQYAY,2025-10-27T14:53:29.000+0000,005OH00000245RQYAY,2025-10-27T14:53:29.000+0000,005OH00000245RQYAY,2025-10-27T14:53:29.000+0000,(418)871-6663,,p.guerin@synergiepatrimoine.com,(418)871-9419,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAOrdYAG,False,,23306553,003OH00000W6eriYAB,001OH00000dFq07YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:53:43.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T14:53:43.000+0000,005OH000004oiYEYAY,2025-10-27T14:53:43.000+0000,005OH000004oiYEYAY,2025-10-27T14:53:43.000+0000,(519)204-8343,,courtney@affinitiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAPHaYAO,False,,23308301,0035o000003uIC4AAM,0015o000004VpyvAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:20:02.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T15:20:02.000+0000,0055o000002DK5fAAG,2025-10-27T15:20:03.000+0000,0055o000002DK5fAAG,2025-10-27T15:20:03.000+0000,(705)329-4466X238,,cburton@ipcc.org,(705)329-4029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAQBtYAO,False,,23306679,003G0000018f7xRIAQ,0010A000002wQ3cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T14:55:26.000+0000,False,False,0055o000001h4cFAAQ,2025-10-27T14:55:26.000+0000,0055o000001h4cFAAQ,2025-10-27T14:55:26.000+0000,0055o000001h4cFAAQ,2025-10-27T14:55:26.000+0000,(204) 946-0211,(204) 782-6770,djohnson@johnsonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eART0YAO,False,,23309084,003G0000018f6znIAA,0010A000002wP2RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:30:49.000+0000,False,False,0050A000000WjqvQAC,2025-10-27T15:30:49.000+0000,0050A000000WjqvQAC,2025-10-27T15:30:50.000+0000,0050A000000WjqvQAC,2025-10-27T15:30:50.000+0000,(613)902-7100,(613) 849-7041,bob@btfinancial.ca,(613)701-9725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eATRVYA4,False,,23307004,003OH00000Hj76pYAB,001OH00000LoXfrYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:00:53.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T15:00:53.000+0000,0055o000002KxaMAAS,2025-10-27T15:00:53.000+0000,0055o000002KxaMAAS,2025-10-27T15:00:53.000+0000,(431)373-8243,825-540-8100,parneet@pelican-grp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAUvRYAW,False,,23307136,003G0000018f6qJIAQ,0010A000002wOs2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:02:50.000+0000,False,False,0055o000001h4cFAAQ,2025-10-27T15:02:50.000+0000,0055o000001h4cFAAQ,2025-10-27T15:02:51.000+0000,0055o000001h4cFAAQ,2025-10-27T15:02:51.000+0000,(204)488-2038X3,(204) 232-8388,bob@hodsonfinancialinc.com,(204)488-2083,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAV6jYAG,False,,23307156,0030A0000029gzEQAQ,0010A000002w4vXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:03:04.000+0000,False,False,005G0000002gxxjIAA,2025-10-27T15:03:04.000+0000,005G0000002gxxjIAA,2025-10-27T15:03:05.000+0000,005G0000002gxxjIAA,2025-10-27T15:03:05.000+0000,(514)581-4311,,andreas.schonfelder@yahoo.com,(514)581-4315,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAYr5YAG,False,,23309736,0030A0000029jENQAY,0010A000002w6mSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:39:46.000+0000,False,False,005OH0000030c5BYAQ,2025-10-27T15:39:46.000+0000,005OH0000030c5BYAQ,2025-10-27T15:39:47.000+0000,005OH0000030c5BYAQ,2025-10-27T15:39:47.000+0000,(613)882-7800,,thomas@thornefinancialsolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAdymYAC,False,,23310487,0035o000006hf7OAAQ,0015o000007I2q0AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:49:57.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T15:49:57.000+0000,005OH000003ds0PYAQ,2025-10-27T15:49:57.000+0000,005OH000003ds0PYAQ,2025-10-27T15:49:57.000+0000,(416)456-2634,,dclarke@farbergroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAfIzYAK,False,,23308256,003OH000005YZZxYAO,001OH000006zHN3YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:19:24.000+0000,False,False,005OH000007fgYjYAI,2025-10-27T15:19:24.000+0000,005OH000007fgYjYAI,2025-10-27T15:19:24.000+0000,005OH000007fgYjYAI,2025-10-27T15:19:24.000+0000,(514)222-7324,,jonathan-gagnon@lafond.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAiNJYA0,False,,23308549,003OH00000MFQwnYAH,001OH00000R27KaYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:23:40.000+0000,False,False,005OH000007fgYjYAI,2025-10-27T15:23:40.000+0000,005OH000007fgYjYAI,2025-10-27T15:23:41.000+0000,005OH000007fgYjYAI,2025-10-27T15:23:41.000+0000,(438)868-0481,,youri.ronai-hird@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAjWHYA0,False,,23308646,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:25:04.000+0000,False,False,005OH000005URvxYAG,2025-10-27T15:25:04.000+0000,005OH000005URvxYAG,2025-10-27T15:25:04.000+0000,005OH000005URvxYAG,2025-10-27T15:25:04.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAlg9YAC,False,,23308851,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:27:50.000+0000,False,False,005OH000005URvxYAG,2025-10-27T15:27:50.000+0000,005OH000005URvxYAG,2025-10-27T15:27:51.000+0000,005OH000005URvxYAG,2025-10-27T15:27:51.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAnN0YAK,False,,23309106,0030A0000029WAVQA2,0010A000002vvzCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:31:05.000+0000,False,False,005G0000002gxxjIAA,2025-10-27T15:31:05.000+0000,005G0000002gxxjIAA,2025-10-27T15:31:05.000+0000,005G0000002gxxjIAA,2025-10-27T15:31:05.000+0000,(819)566-0666,(418) 933-7633,francois.deschamps@iggpp.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAofjYAC,False,,23310686,0035o000005o6DtAAI,0015o000006MDABAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:52:39.000+0000,False,False,0055o000001h4cFAAQ,2025-10-27T15:52:39.000+0000,0055o000001h4cFAAQ,2025-10-27T15:52:39.000+0000,0055o000001h4cFAAQ,2025-10-27T15:52:39.000+0000,(204)981-6532,(204) 981-6532,ryan.hutton@protectyournet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAqeGYAS,False,,23311755,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:07:54.000+0000,False,False,0055o000001NWfMAAW,2025-10-27T16:07:54.000+0000,0055o000001NWfMAAW,2025-10-27T16:07:55.000+0000,0055o000001NWfMAAW,2025-10-27T16:07:55.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAsD2YAK,False,,23310209,0030A0000029nDlQAI,0010A000002wA6tQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:46:15.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T15:46:15.000+0000,005OH000003ds0PYAQ,2025-10-27T15:46:15.000+0000,005OH000003ds0PYAQ,2025-10-27T15:46:15.000+0000,(905)244-5342,,dan.seaton101099@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAtFVYA0,False,,23309617,003OH00000JMi7VYAT,001OH00000Ni30AYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:38:10.000+0000,False,False,0055o000002KxmIAAS,2025-10-27T15:38:10.000+0000,0055o000002KxmIAAS,2025-10-27T15:38:10.000+0000,0055o000002KxmIAAS,2025-10-27T15:38:10.000+0000,(519)886-2360,(705) 492-8217,adam.marceau@ig.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAtloYAC,False,,23310583,0030A0000029klBQAQ,0010A000002w81iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:51:15.000+0000,False,False,0055o000002KxmIAAS,2025-10-27T15:51:15.000+0000,0055o000002KxmIAAS,2025-10-27T15:51:15.000+0000,0055o000002KxmIAAS,2025-10-27T15:51:15.000+0000,(519)869-4989,(519) 381-4502,scott@kellettfinancial.com,(519)869-8674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAwAEYA0,False,,23313069,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:27:26.000+0000,False,False,005OH000005URvxYAG,2025-10-27T16:27:26.000+0000,005OH000005URvxYAG,2025-10-27T16:27:26.000+0000,005OH000005URvxYAG,2025-10-27T16:27:26.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAwbeYAC,False,,23313778,0030A0000029eioQAA,0010A000002w2zEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:37:36.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T16:37:36.000+0000,0050A000000XQhmQAG,2025-10-27T16:37:37.000+0000,0050A000000XQhmQAG,2025-10-27T16:37:37.000+0000,(902)406-3350,(902)406-3350,scott@scottgannon.com,(902)869-2009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAwbfYAC,False,,23314829,003OH00000WX8fYYAT,001OH00000dvSyvYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:52:18.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T16:52:18.000+0000,005OH000004Ir1xYAC,2025-10-27T16:52:18.000+0000,005OH000004Ir1xYAC,2025-10-27T16:52:18.000+0000,(587)892-4103,,h1205larisa@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eAyOtYAK,False,,23310539,0030A0000031gUvQAI,0010A000003nOQtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:50:38.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T15:50:38.000+0000,005OH000003ds0PYAQ,2025-10-27T15:50:39.000+0000,005OH000003ds0PYAQ,2025-10-27T15:50:39.000+0000,(416)956-3782,,daniel.cowan@cibc.com,(416)594-7951,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eB1bOYAS,False,,23315372,003OH00000VznILYAZ,001OH00000d6X9RYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:00:36.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T17:00:36.000+0000,005OH000004Ir1xYAC,2025-10-27T17:00:37.000+0000,005OH000004Ir1xYAC,2025-10-27T17:00:37.000+0000,(780)387-6644,,karen@megaliving.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eB2FZYA0,False,,23310681,0030A0000031gUvQAI,0010A000003nOQtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:52:38.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T15:52:38.000+0000,005OH000003ds0PYAQ,2025-10-27T15:52:39.000+0000,005OH000003ds0PYAQ,2025-10-27T15:52:39.000+0000,(416)956-3782,,daniel.cowan@cibc.com,(416)594-7951,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eB6SrYAK,False,,23311183,0030A0000029XQCQA2,0010A000002vx0LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T15:59:44.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T15:59:44.000+0000,005OH000003ds0PYAQ,2025-10-27T15:59:44.000+0000,005OH000003ds0PYAQ,2025-10-27T15:59:44.000+0000,(705)672-3504,,dpatterson@peakgroup.com,(705)672-2211,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eB9mBYAS,False,,23314297,003OH00000WaPDmYAN,001OH00000e15wgYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:45:06.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T16:45:06.000+0000,005OH000004Ir1xYAC,2025-10-27T16:45:06.000+0000,005OH000004Ir1xYAC,2025-10-27T16:45:06.000+0000,(403)619-9818,,b_l_krull@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBB4UYAW,False,,23313754,003G0000018f6vhIAA,0010A000002wOxZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:37:20.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T16:37:20.000+0000,0055o000002KxaMAAS,2025-10-27T16:37:21.000+0000,0055o000002KxaMAAS,2025-10-27T16:37:21.000+0000,(780)459-5353,,kevin@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBBSXYA4,False,,23311724,0030A0000029YCfQAM,0010A000002vxhyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:07:19.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T16:07:19.000+0000,005OH000003ds0PYAQ,2025-10-27T16:07:19.000+0000,005OH000003ds0PYAQ,2025-10-27T16:07:19.000+0000,(705)742-0990X204,,daniel@veritablewealth.com,(705)742-0990,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBFvzYAG,False,,23312465,003G0000018f6ecIAA,0010A000002wOceQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:18:30.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T16:18:30.000+0000,0050A000000XQhmQAG,2025-10-27T16:18:30.000+0000,0050A000000XQhmQAG,2025-10-27T16:18:30.000+0000,(506)647-6689,(506) 647-6689,brian@fitzwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBHEbYAO,False,,23312326,0030A0000029YCfQAM,0010A000002vxhyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:16:25.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T16:16:25.000+0000,005OH000003ds0PYAQ,2025-10-27T21:09:09.000+0000,005OH000003ds0PYAQ,2025-10-27T21:09:09.000+0000,(705)742-0990X204,,daniel@veritablewealth.com,(705)742-0990,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBILxYAO,False,,23312449,0030A0000029b95QAA,0010A000002w0AzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:18:18.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T16:18:18.000+0000,0055o000002DK5fAAG,2025-10-27T16:18:19.000+0000,0055o000002DK5fAAG,2025-10-27T16:18:19.000+0000,(416)737-6264,4167376264,maganraj@hotmail.com,(416)495-7611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBJEsYAO,False,,23315162,0030A000006igGlQAI,0010A000007TYq0QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:57:18.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T16:57:18.000+0000,0055o000002KxaMAAS,2025-10-27T16:57:19.000+0000,0055o000002KxaMAAS,2025-10-27T16:57:19.000+0000,(780)428-8585,(780) 977-3155,alfredo@groupoptions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBV6HYAW,False,,23313962,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:40:25.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T16:40:25.000+0000,0050A000000XQhmQAG,2025-10-27T16:40:25.000+0000,0050A000000XQhmQAG,2025-10-27T16:40:25.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBX3GYAW,False,,23315151,003OH00000W6giBYAR,001OH00000dFq0GYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:57:14.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T16:57:14.000+0000,005OH000004Ir1xYAC,2025-10-27T16:57:14.000+0000,005OH000004Ir1xYAC,2025-10-27T16:57:14.000+0000,(403)299-4530,,kelly.vondersch@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBYdfYAG,False,,23316468,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:16:34.000+0000,False,False,005OH000005URvxYAG,2025-10-27T17:16:34.000+0000,005OH000005URvxYAG,2025-10-27T17:16:34.000+0000,005OH000005URvxYAG,2025-10-27T17:16:34.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBZmjYAG,False,,23319391,003G0000018f6bwIAA,0010A000002wOZEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:54:34.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T17:54:34.000+0000,0050A000000Hq5PQAS,2025-10-27T17:54:35.000+0000,0050A000000Hq5PQAS,2025-10-27T17:54:35.000+0000,(905)439-9091,(905) 439-9091,chris@b-cfinancial.com,(705)874-1320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBa17YAC,False,,23314579,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:48:58.000+0000,False,False,005OH000005URvxYAG,2025-10-27T16:48:58.000+0000,005OH000005URvxYAG,2025-10-27T16:48:58.000+0000,005OH000005URvxYAG,2025-10-27T16:48:58.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBcNtYAK,False,,23314892,0031600002cyORLAA2,0010A000002wOLbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T16:53:08.000+0000,False,False,0050A000000WjqvQAC,2025-10-27T16:53:08.000+0000,0050A000000WjqvQAC,2025-10-27T16:53:08.000+0000,0050A000000WjqvQAC,2025-10-27T16:53:08.000+0000,(613) 232-4577 x111,(613) 618-3441,nbusa@nbfminc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBhLyYAK,False,,23315953,003OH00000VmdwWYAR,001OH00000cmvUOYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:08:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T17:08:59.000+0000,005OH000004Ir1xYAC,2025-10-27T17:08:59.000+0000,005OH000004Ir1xYAC,2025-10-27T17:08:59.000+0000,(825)333-0165,,jatinsingla@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBhVdYAK,False,,23315498,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:02:17.000+0000,False,False,005OH000005URvxYAG,2025-10-27T17:02:17.000+0000,005OH000005URvxYAG,2025-10-27T17:02:17.000+0000,005OH000005URvxYAG,2025-10-27T17:02:17.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBiGPYA0,False,,23315568,003OH00000Vml4QYAR,001OH00000cmvUYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:03:07.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T17:03:07.000+0000,005OH000004Ir1xYAC,2025-10-27T17:03:08.000+0000,005OH000004Ir1xYAC,2025-10-27T17:03:08.000+0000,(437)988-2748,,neerajgiri@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBieiYAC,False,,23316685,003OH00000WPwEZYA1,001OH00000dipiDYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:19:20.000+0000,False,False,005OH000007fgYjYAI,2025-10-27T17:19:20.000+0000,005OH000007fgYjYAI,2025-10-27T17:19:20.000+0000,005OH000007fgYjYAI,2025-10-27T17:19:20.000+0000,(450)693-7000,,jonathan.laforest@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBienYAC,False,,23320389,0030A0000029cwnQAA,0010A000002w1XoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:07:44.000+0000,False,False,005OH0000030c5BYAQ,2025-10-27T18:07:44.000+0000,005OH0000030c5BYAQ,2025-10-27T18:07:44.000+0000,005OH0000030c5BYAQ,2025-10-27T18:07:44.000+0000,(819)243-6497,6132904688,lynne.gervais@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBkrlYAC,False,,23318200,003OH00000KGdzeYAD,001OH00000OkS3ZYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:39:21.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T17:39:21.000+0000,005OH000004oiYEYAY,2025-10-27T17:39:21.000+0000,005OH000004oiYEYAY,2025-10-27T17:39:21.000+0000,(226)559-2796,,csantos@cornerstonecfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBlHWYA0,False,,23316370,0030A0000029eQXQAY,0010A000002w2nAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:15:11.000+0000,False,False,005OH000002N6huYAC,2025-10-27T17:15:11.000+0000,005OH000002N6huYAC,2025-10-27T17:15:12.000+0000,005OH000002N6huYAC,2025-10-27T17:15:12.000+0000,(450)914-0433,(514) 232-0152,anny.vaillancourt@gfdb.ca,(450)914-0448,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBlRKYA0,False,,23320141,003G0000018f7NyIAI,0010A000002wPUPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:04:22.000+0000,False,False,005OH000002N6huYAC,2025-10-27T18:04:22.000+0000,005OH000002N6huYAC,2025-10-27T18:04:22.000+0000,005OH000002N6huYAC,2025-10-27T18:04:22.000+0000,(450)672-0245,(514) 949-6819,claudia.gagnon@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBnHiYAK,False,,23316588,003G0000018f6ysIAA,0010A000002wP1WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:18:06.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T17:18:06.000+0000,0055o000002KxaMAAS,2025-10-27T17:18:07.000+0000,0055o000002KxaMAAS,2025-10-27T17:18:07.000+0000,(780)409-8927,(587) 576-1177,jesse@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBoVWYA0,False,,23316585,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:18:04.000+0000,False,False,005OH000005URvxYAG,2025-10-27T17:18:04.000+0000,005OH000005URvxYAG,2025-10-27T17:18:04.000+0000,005OH000005URvxYAG,2025-10-27T17:18:04.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBr8QYAS,False,,23316723,003OH00000WX4wuYAD,001OH00000dvSz5YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:19:55.000+0000,False,False,005OH000007fgYjYAI,2025-10-27T17:19:55.000+0000,005OH000007fgYjYAI,2025-10-27T17:19:56.000+0000,005OH000007fgYjYAI,2025-10-27T17:19:56.000+0000,(438)407-2352,,mlevesque@ekinoxcf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBsAvYAK,False,,23316567,003OH00000WPmJzYAL,001OH00000diphxYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:17:50.000+0000,False,False,005OH000007fgYjYAI,2025-10-27T17:17:50.000+0000,005OH000007fgYjYAI,2025-10-27T17:17:50.000+0000,005OH000007fgYjYAI,2025-10-27T17:17:50.000+0000,(514)878-4131,,gabriel.tessier@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBta5YAC,False,,23319591,003G0000018f6dLIAQ,0010A000002wObWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:57:12.000+0000,False,False,0050A000000WjqvQAC,2025-10-27T17:57:12.000+0000,0050A000000WjqvQAC,2025-10-27T17:57:12.000+0000,0050A000000WjqvQAC,2025-10-27T17:57:12.000+0000,(613)537-5252,(613) 551-5360,mike@whaleyassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBwWJYA0,False,,23317957,0030A0000029Zb8QAE,0010A000002vyqAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:35:51.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T17:35:51.000+0000,005OH000004oiYEYAY,2025-10-27T17:35:51.000+0000,005OH000004oiYEYAY,2025-10-27T17:35:51.000+0000,(905)730-6221,(905) 730-6221,wbostelen@ipcc.org,(905)681-7844,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBwhZYAS,False,,23317135,0030A0000029lGPQAY,0010A000002w8RcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-10-28T14:20:41.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T17:25:25.000+0000,0055o000002DK5fAAG,2025-10-28T14:25:23.000+0000,0055o000002DK5fAAG,2025-10-28T14:25:23.000+0000,(905)682-7292,,mark.ewert@igpwm.ca,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBwzUYAS,False,,23320873,003G0000018f7D1IAI,0010A000002wPGyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:14:02.000+0000,False,False,005OH0000030c5BYAQ,2025-10-27T18:14:02.000+0000,005OH0000030c5BYAQ,2025-10-27T18:14:02.000+0000,005OH0000030c5BYAQ,2025-10-27T18:14:02.000+0000,(613)938-2080,,marie@charleboisfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBxfLYAS,False,,23320889,003G0000018f6zdIAA,0010A000002wP2HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:14:15.000+0000,False,False,005OH000002N6huYAC,2025-10-27T18:14:15.000+0000,005OH000002N6huYAC,2025-10-27T18:14:16.000+0000,005OH000002N6huYAC,2025-10-27T18:14:16.000+0000,(819)690-5350,(819) 690-7802,martin@martinbrisebois.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eBzSYYA0,False,,23319072,003OH000001jcDYYAY,001OH0000027IqPYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:50:17.000+0000,False,False,005G0000002gyDJIAY,2025-10-27T17:50:17.000+0000,005G0000002gyDJIAY,2025-10-27T17:50:18.000+0000,005G0000002gyDJIAY,2025-10-27T17:50:18.000+0000,(306)570-6021,,kiranveergill08@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eC1XeYAK,False,,23321576,0030A0000029VApQAM,0010A000002vvAaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:23:41.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T18:23:41.000+0000,0050A000000Hq5PQAS,2025-10-27T18:23:42.000+0000,0050A000000Hq5PQAS,2025-10-27T18:23:42.000+0000,(905)767-0997,,david@covered4life.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eC2QQYA0,False,,23317994,003G0000018f6wTIAQ,0010A000002wOyLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:36:28.000+0000,False,False,005OH00000245RQYAY,2025-10-27T17:36:28.000+0000,005OH00000245RQYAY,2025-10-27T17:36:28.000+0000,005OH00000245RQYAY,2025-10-27T17:36:28.000+0000,(514)743-7013,(514) 743-7013,alan.david@insure-invest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eC3HfYAK,False,,23318107,003G0000018f6mXIAQ,0010A000002wOoFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:38:06.000+0000,False,False,005OH00000245RQYAY,2025-10-27T17:38:06.000+0000,005OH00000245RQYAY,2025-10-27T17:38:06.000+0000,005OH00000245RQYAY,2025-10-27T17:38:06.000+0000,(450)687-3971,(514) 668-5958,rg@rghali.ca,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eC3hUYAS,False,,23319363,003G0000018f7QCIAY,0010A000002wPWbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:54:15.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T17:54:15.000+0000,0055o000002KxaMAAS,2025-10-27T17:54:16.000+0000,0055o000002KxaMAAS,2025-10-27T17:54:16.000+0000,(403)266-5360,,mike@csfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eC3kjYAC,False,,23320853,003G000001vcHHLIA2,0010A000002wT42QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:13:48.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T18:13:48.000+0000,0050A000000Hq5PQAS,2025-10-27T18:13:48.000+0000,0050A000000Hq5PQAS,2025-10-27T18:13:48.000+0000,(647)260-2501,(416) 706-4102,vince@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eC4YmYAK,False,,23321281,0030A0000029bi9QAA,0010A000002w0ZZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:19:43.000+0000,False,False,005OH000007fgYjYAI,2025-10-27T18:19:43.000+0000,005OH000007fgYjYAI,2025-10-27T18:19:44.000+0000,005OH000007fgYjYAI,2025-10-27T18:19:44.000+0000,(450)973-2333,514-717-1463,pier-luc.therrien-peloquin@groupeinvestors.com,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eC5HrYAK,False,,23319804,003OH00000W6ereYAB,001OH00000dFq03YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:00:06.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T18:00:06.000+0000,0055o000002DK5fAAG,2025-10-27T18:00:06.000+0000,0055o000002DK5fAAG,2025-10-27T18:00:06.000+0000,(647)722-1711,,cynthia@tannerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eC8lxYAC,False,,23318561,0030A0000029oyXQAQ,0010A000002wBX7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:44:11.000+0000,False,False,005OH00000245RQYAY,2025-10-27T17:44:11.000+0000,005OH00000245RQYAY,2025-10-27T17:44:11.000+0000,005OH00000245RQYAY,2025-10-27T17:44:11.000+0000,(418)317-5395X104,,reno@mieuxplanifier.com,(418)622-3939,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCA1VYAW,False,,23321725,0030A0000029YNpQAM,0010A000002vxp7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:25:57.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T18:25:57.000+0000,005OH000004oiYEYAY,2025-10-27T18:25:57.000+0000,005OH000004oiYEYAY,2025-10-27T18:25:57.000+0000,(519)752-1115,,sharon.lobo-rossi@edwardjones.com,(866)565-7214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCCBHYA4,False,,23321109,003G0000018f7opIAA,0010A000002wPvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:17:12.000+0000,False,False,005OH000002N6huYAC,2025-10-27T18:17:12.000+0000,005OH000002N6huYAC,2025-10-27T18:17:13.000+0000,005OH000002N6huYAC,2025-10-27T18:17:13.000+0000,(819)758-7922,(819) 352-6321,mlajeunesse@agfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCEEfYAO,False,,23319341,003OH00000WDQQWYA5,001OH00000dQBW6YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:53:56.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T17:53:56.000+0000,0055o000002DK5fAAG,2025-10-27T17:53:57.000+0000,0055o000002DK5fAAG,2025-10-27T17:53:57.000+0000,(905)682-7292,,jay.damani@igpwm.ca,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCEPyYAO,False,,23319379,003OH00000WDQQWYA5,001OH00000dQBW6YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T17:54:24.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T17:54:24.000+0000,0055o000002DK5fAAG,2025-10-27T17:54:25.000+0000,0055o000002DK5fAAG,2025-10-27T17:54:25.000+0000,(905)682-7292,,jay.damani@igpwm.ca,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCGRoYAO,False,,23320398,0030A0000029pj6QAA,0010A000002wC6nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:07:48.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T18:07:48.000+0000,005OH000004oiYEYAY,2025-10-27T18:07:49.000+0000,005OH000004oiYEYAY,2025-10-27T18:07:49.000+0000,(519)758-8488,,joy@grandfinancial.ca,(519)758-8004,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCGWeYAO,False,,23320662,003OH00000WTcdqYAD,001OH00000dpsRYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:11:08.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T18:11:08.000+0000,0055o000002DK5fAAG,2025-10-27T18:11:08.000+0000,0055o000002DK5fAAG,2025-10-27T18:11:08.000+0000,(647)272-6284,,chopra.anu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCHpJYAW,False,,23322312,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:33:59.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T18:33:59.000+0000,0050A000000Hq5PQAS,2025-10-27T18:34:00.000+0000,0050A000000Hq5PQAS,2025-10-27T18:34:00.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCI5OYAW,False,,23320186,003G0000018f7MsIAI,0010A000002wPSXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:04:58.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T18:04:58.000+0000,0050A000000XQhmQAG,2025-10-27T18:04:59.000+0000,0050A000000XQhmQAG,2025-10-27T18:04:59.000+0000,(902)625-1100,(902) 623-0780,rodney@maritimewealth.com,(902)625-1122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCINAYA4,False,,23321938,0030A00000A9yDVQAZ,0010A00000Aiw9fQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:28:43.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T18:28:43.000+0000,005OH000004oiYEYAY,2025-10-27T18:28:44.000+0000,005OH000004oiYEYAY,2025-10-27T18:28:44.000+0000,(365)336-8213,,barmes@alignedcp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCIVJYA4,False,,23323157,003G0000018f6xvIAA,0010A000002wP0ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:45:05.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T18:45:05.000+0000,0050A000000XQhmQAG,2025-10-27T18:45:05.000+0000,0050A000000XQhmQAG,2025-10-27T18:45:05.000+0000,(902)314-7722,(902) 314-7722,patrick@cradlewave.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCKggYAG,False,,23320041,003G0000018f7NyIAI,0010A000002wPUPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:03:09.000+0000,False,False,005OH000002N6huYAC,2025-10-27T18:03:09.000+0000,005OH000002N6huYAC,2025-10-27T18:03:09.000+0000,005OH000002N6huYAC,2025-10-27T18:03:09.000+0000,(450)672-0245,(514) 949-6819,claudia.gagnon@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCL9lYAG,False,,23323038,0030A0000029iPtQAI,0010A000002w69KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:43:11.000+0000,False,False,0055o000001NWfMAAW,2025-10-27T18:43:11.000+0000,0055o000001NWfMAAW,2025-10-27T18:43:11.000+0000,0055o000001NWfMAAW,2025-10-27T18:43:11.000+0000,(905)307-8999,(416) 277-8622,appleho.123@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCLBJYA4,False,,23320059,003G0000018f6odIAA,0010A000002wOqNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:03:22.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T18:03:22.000+0000,0050A000000Hq5PQAS,2025-10-27T18:03:22.000+0000,0050A000000Hq5PQAS,2025-10-27T18:03:22.000+0000,(905)721-8520,(905) 424-3237,rich@suchanwealthmgmt.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCLfxYAG,False,,23320099,003G0000018f7MsIAI,0010A000002wPSXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:03:53.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T18:03:53.000+0000,0050A000000XQhmQAG,2025-10-27T18:03:53.000+0000,0050A000000XQhmQAG,2025-10-27T18:03:53.000+0000,(902)625-1100,(902) 623-0780,rodney@maritimewealth.com,(902)625-1122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCMQoYAO,False,,23323702,0030A0000029gp8QAA,0010A000002w4moQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:53:14.000+0000,False,False,0055o000001NWfMAAW,2025-10-27T18:53:14.000+0000,0055o000001NWfMAAW,2025-10-27T18:53:14.000+0000,0055o000001NWfMAAW,2025-10-27T18:53:14.000+0000,(647)285-9968,,amylu6@hotmail.com,(905)479-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCMQqYAO,False,,23324306,0030A000008r6bwQAA,0010A000009lzlmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:01:43.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T19:01:43.000+0000,005OH000004oiYEYAY,2025-10-27T19:01:44.000+0000,005OH000004oiYEYAY,2025-10-27T19:01:44.000+0000,(519)770-0007,(519) 861-3993,sadeki.simpson@edwardjones.com,(877)335-0756,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCNEjYAO,False,,23320315,003G0000018f6oyIAA,0010A000002wOqiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:06:40.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T18:06:40.000+0000,0050A000000XQhmQAG,2025-10-27T18:06:41.000+0000,0050A000000XQhmQAG,2025-10-27T18:06:41.000+0000,(902)225-6851,(902) 225-6851,steve@stevecashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCNHzYAO,False,,23320404,003G0000018f78QIAQ,0010A000002wPBjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:07:50.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T18:07:50.000+0000,0050A000000XQhmQAG,2025-10-27T18:07:50.000+0000,0050A000000XQhmQAG,2025-10-27T18:07:50.000+0000,(506)382-6111,(506) 872-2026,phil@tpg-nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCRBvYAO,False,,23322041,003G0000018f7MsIAI,0010A000002wPSXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:30:15.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T18:30:15.000+0000,0050A000000XQhmQAG,2025-10-27T18:30:16.000+0000,0050A000000XQhmQAG,2025-10-27T18:30:16.000+0000,(902)625-1100,(902) 623-0780,rodney@maritimewealth.com,(902)625-1122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCRjpYAG,False,,23323197,0030A0000029j8xQAA,0010A000002w6haQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:45:41.000+0000,False,False,005OH000002iJPDYA2,2025-10-27T18:45:41.000+0000,005OH000002iJPDYA2,2025-10-27T18:45:42.000+0000,005OH000002iJPDYA2,2025-10-27T18:45:42.000+0000,(778)895-2236,(778) 895-2236,joanne622@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCRlOYAW,False,,23321325,0030A000008uy9bQAA,0010A000009pyHGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:20:19.000+0000,False,False,0055o000001fOwHAAU,2025-10-27T18:20:19.000+0000,0055o000001fOwHAAU,2025-10-27T18:20:19.000+0000,0055o000001fOwHAAU,2025-10-27T18:20:19.000+0000,(416)366-2971,(647) 459-5767,grow@joelanglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCSkjYAG,False,,23322635,0030A0000029f4lQAA,0010A000002w3IvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:38:08.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T18:38:08.000+0000,005OH000004oiYEYAY,2025-10-27T18:38:09.000+0000,005OH000004oiYEYAY,2025-10-27T18:38:09.000+0000,(905)765-1812,,ed.dossantos@edwardjones.com,(905)765-9038,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCVYwYAO,False,,23324415,0035o000005I2l9AAC,0015o000005qxNGAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:03:12.000+0000,False,False,005OH000005URvxYAG,2025-10-27T19:03:12.000+0000,005OH000005URvxYAG,2025-10-27T19:03:13.000+0000,005OH000005URvxYAG,2025-10-27T19:03:13.000+0000,(403)809-4890,,lindsay@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCWOWYA4,False,,23323318,0030A0000029ZilQAE,0010A000002vyxdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:47:19.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T18:47:19.000+0000,0050A000000XQhmQAG,2025-10-27T18:47:19.000+0000,0050A000000XQhmQAG,2025-10-27T18:47:19.000+0000,(902)356-1188,,kevin@financialpages.ca,(902)356-1310,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCWjSYAW,False,,23321958,003G0000018f7D1IAI,0010A000002wPGyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:29:01.000+0000,False,False,005OH0000030c5BYAQ,2025-10-27T18:29:01.000+0000,005OH0000030c5BYAQ,2025-10-27T18:29:01.000+0000,005OH0000030c5BYAQ,2025-10-27T18:29:01.000+0000,(613)938-2080,,marie@charleboisfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCX1FYAW,False,,23322168,0030A0000029grEQAQ,0010A000002w4okQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:31:56.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T18:31:56.000+0000,005OH000004oiYEYAY,2025-10-27T18:31:56.000+0000,005OH000004oiYEYAY,2025-10-27T18:31:56.000+0000,(226)922-1821,,stephanie@warreninsurancegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCXIxYAO,False,,23321679,0030A00000ApXzDQAV,0010A00000BPEBjQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:25:10.000+0000,False,False,005OH00000245RQYAY,2025-10-27T18:25:10.000+0000,005OH00000245RQYAY,2025-10-27T18:25:11.000+0000,005OH00000245RQYAY,2025-10-27T18:25:11.000+0000,(514)334-8701,(514) 531-2134,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCY3iYAG,False,,23322123,003G0000018f7AsIAI,0010A000002wPErQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:31:20.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T18:31:20.000+0000,0050A000000Hq5PQAS,2025-10-27T18:31:20.000+0000,0050A000000Hq5PQAS,2025-10-27T18:31:20.000+0000,(416)568-7235,(416) 568-7235,peter.corringham@pcwealth.ca,(289)277-1207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCa8mYAC,False,,23323847,0030A0000029j8xQAA,0010A000002w6haQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:55:14.000+0000,False,False,005OH000002iJPDYA2,2025-10-27T18:55:14.000+0000,005OH000002iJPDYA2,2025-10-27T18:55:14.000+0000,005OH000002iJPDYA2,2025-10-27T18:55:14.000+0000,(778)895-2236,(778) 895-2236,joanne622@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCbzFYAS,False,,23322183,0030A0000029UtZQAU,0010A000002vuwdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:32:14.000+0000,False,False,0055o000002KxmIAAS,2025-10-27T18:32:14.000+0000,0055o000002KxmIAAS,2025-10-27T18:32:14.000+0000,0055o000002KxmIAAS,2025-10-27T18:32:14.000+0000,(519)658-3771,,s229395@live.ca,(519)742-0621,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCcQgYAK,False,,23322881,003G0000018f7Y6IAI,0010A000002wPexQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:41:06.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T18:41:06.000+0000,005OH000004oiYEYAY,2025-10-27T18:41:07.000+0000,005OH000004oiYEYAY,2025-10-27T18:41:07.000+0000,(519) 752-0665,,colin.corner@ipcc.ca,(519) 752-1107,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCdJVYA0,False,,23322323,0030A0000029phsQAA,0010A000002wC5oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:34:09.000+0000,False,False,005OH000004oiYEYAY,2025-10-27T18:34:09.000+0000,005OH000004oiYEYAY,2025-10-27T18:34:10.000+0000,005OH000004oiYEYAY,2025-10-27T18:34:10.000+0000,(519)753-9622,(226) 920-5956,smcmannis@cornerstonecfg.ca,(519)304-4548,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCdjLYAS,False,,23323332,0030A000001Xj0FQAS,0010A000002wNHdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:47:30.000+0000,False,False,005OH000002N6huYAC,2025-10-27T18:47:30.000+0000,005OH000002N6huYAC,2025-10-27T18:47:31.000+0000,005OH000002N6huYAC,2025-10-27T18:47:31.000+0000,(514)778-3812,(514) 778-3812,jbeaurivage@jbinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCgsTYAS,False,,23322712,0035o000005ym6nAAA,0015o000006WaplAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:39:07.000+0000,False,False,005G0000002gxxjIAA,2025-10-27T18:39:07.000+0000,005G0000002gxxjIAA,2025-10-27T18:39:07.000+0000,005G0000002gxxjIAA,2025-10-27T18:39:07.000+0000,(514)360-4400X230,,aleblanc@equipebgp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCh70YAC,False,,23323175,003G0000018f6VgIAI,0010A000002wOSNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:45:22.000+0000,False,False,0050A000000WjqvQAC,2025-10-27T18:45:22.000+0000,0050A000000WjqvQAC,2025-10-27T18:45:22.000+0000,0050A000000WjqvQAC,2025-10-27T18:45:22.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eChS1YAK,False,,23327252,0030A00000C07ncQAB,0010A00000CaVMnQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:43:24.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T19:43:24.000+0000,005OH000003ds0PYAQ,2025-10-27T19:43:24.000+0000,005OH000003ds0PYAQ,2025-10-27T19:43:24.000+0000,(705)255-1730,,patrick.lillie@optimize.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCiaxYAC,False,,23323511,003G0000018f71cIAA,0010A000002wP4wQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:50:16.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T18:50:16.000+0000,0050A000000Hq5PQAS,2025-10-27T18:50:17.000+0000,0050A000000Hq5PQAS,2025-10-27T18:50:17.000+0000,(289)388-0701,(289) 388-0701,agooden@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCj8oYAC,False,,23323160,0030A0000029j8xQAA,0010A000002w6haQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:45:08.000+0000,False,False,005OH000002iJPDYA2,2025-10-27T18:45:08.000+0000,005OH000002iJPDYA2,2025-10-27T18:45:08.000+0000,005OH000002iJPDYA2,2025-10-27T18:45:08.000+0000,(778)895-2236,(778) 895-2236,joanne622@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCjlVYAS,False,,23323093,003G0000018f6fOIAQ,0010A000002wOdQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:44:01.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T18:44:01.000+0000,0050A000000Hq5PQAS,2025-10-27T18:44:02.000+0000,0050A000000Hq5PQAS,2025-10-27T18:44:02.000+0000,(416)629-0495,(416) 629-0495,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCkL4YAK,False,,23328489,0030A0000029dEWQAY,0010A000002w1nWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:00:19.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T20:00:19.000+0000,005OH000003ds0PYAQ,2025-10-27T20:00:20.000+0000,005OH000003ds0PYAQ,2025-10-27T20:00:20.000+0000,(416)216-6580,(416) 409-8363,kdrabble@assante.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCmBXYA0,False,,23323986,003G0000018f74fIAA,0010A000002wP7zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:57:19.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T18:57:19.000+0000,0050A000000XQhmQAG,2025-10-27T18:57:19.000+0000,0050A000000XQhmQAG,2025-10-27T18:57:19.000+0000,(506)875-5123,(506) 875-5123,nicole@nicolecotefinancialservicesinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCmY8YAK,False,,23325609,0030A0000029W2QQAU,0010A000002vvt8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:19:46.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T19:19:46.000+0000,0055o000002DK5fAAG,2025-10-27T19:19:46.000+0000,0055o000002DK5fAAG,2025-10-27T19:19:46.000+0000,(905)413-7700,,p.bourbonniere@holliswealth.com,(905)305-0885,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCmjOYAS,False,,23323462,003G0000018f6SdIAI,0010A000002wOOxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:49:29.000+0000,False,False,005OH00000245RQYAY,2025-10-27T18:49:29.000+0000,005OH00000245RQYAY,2025-10-27T18:49:29.000+0000,005OH00000245RQYAY,2025-10-27T18:49:29.000+0000,(450)438-5213,(514) 261-6232,marc.thibodeau@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCoTXYA0,False,,23326145,003G0000018f74YIAQ,0010A000002wP7sQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:26:58.000+0000,False,False,0050A000000XQhmQAG,2025-10-27T19:26:58.000+0000,0050A000000XQhmQAG,2025-10-27T19:26:58.000+0000,0050A000000XQhmQAG,2025-10-27T19:26:58.000+0000,(902)678-4399,(902) 670-6564,adam@3cwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eComnYAC,False,,23323641,0031600002IShKyAAL,0010A000002wNM3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:52:05.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T18:52:05.000+0000,0050A000000Hq5PQAS,2025-10-27T18:52:06.000+0000,0050A000000Hq5PQAS,2025-10-27T18:52:06.000+0000,(289)277-1204,(647) 406-1780,plewis@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCpkUYAS,False,,23324220,0030A0000029mV9QAI,0010A000002w9UsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:00:34.000+0000,False,False,0055o000001NWfMAAW,2025-10-27T19:00:34.000+0000,0055o000001NWfMAAW,2025-10-27T19:00:35.000+0000,0055o000001NWfMAAW,2025-10-27T19:00:35.000+0000,(905)707-1087,416-568-2388,cpoon@trebnet.com,(905)707-1086,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCpyzYAC,False,,23323777,0030A0000029etGQAQ,0010A000002w37uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T18:54:22.000+0000,False,False,0055o000001h4cFAAQ,2025-10-27T18:54:22.000+0000,0055o000001h4cFAAQ,2025-10-27T18:54:22.000+0000,0055o000001h4cFAAQ,2025-10-27T18:54:22.000+0000,(204)340-6057,,cfitkowsky@avisowm.ca,(866)833-0214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCqtVYAS,False,,23326112,0030A0000029XLHQA2,0010A000002vwvuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:26:28.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T19:26:28.000+0000,0055o000002DK5fAAG,2025-10-27T19:26:29.000+0000,0055o000002DK5fAAG,2025-10-27T19:26:29.000+0000,(905)640-7720,,bcmb.smith1959@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCtePYAS,False,,23324272,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:01:18.000+0000,False,False,005OH000005URvxYAG,2025-10-27T19:01:18.000+0000,005OH000005URvxYAG,2025-10-27T19:01:19.000+0000,005OH000005URvxYAG,2025-10-27T19:01:19.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCtwBYAS,False,,23326395,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:30:32.000+0000,False,False,005OH000005URvxYAG,2025-10-27T19:30:32.000+0000,005OH000005URvxYAG,2025-10-27T19:30:32.000+0000,005OH000005URvxYAG,2025-10-27T19:30:32.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCup2YAC,False,,23325927,0030A0000029WlxQAE,0010A000002vwRnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:24:08.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T19:24:08.000+0000,0055o000002DK5fAAG,2025-10-27T19:24:09.000+0000,0055o000002DK5fAAG,2025-10-27T19:24:09.000+0000,(416)455-3421,(416) 455-3421,jb@statusfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCvwPYAS,False,,23326908,0035o0000045EKzAAM,0015o000004ftTTAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:38:11.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T19:38:11.000+0000,005OH000004Ir1xYAC,2025-10-27T19:38:11.000+0000,005OH000004Ir1xYAC,2025-10-27T19:38:11.000+0000,(403)510-4470,,me@caroleforest.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCx72YAC,False,,23327166,0030A0000029hLxQAI,0010A000002w5GZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:41:56.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T19:41:56.000+0000,0055o000002KxaMAAS,2025-10-27T19:41:57.000+0000,0055o000002KxaMAAS,2025-10-27T19:41:57.000+0000,(780)532-9510,,courtney@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eCyPaYAK,False,,23324814,003OH00000Bk3RKYAZ,001OH00000E6geBYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:08:49.000+0000,False,False,0055o000001NWfMAAW,2025-10-27T19:08:49.000+0000,0055o000001NWfMAAW,2025-10-27T19:08:50.000+0000,0055o000001NWfMAAW,2025-10-27T19:08:50.000+0000,(514)967-2768,,xlz_sharon@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD0mOYAS,False,,23326765,003G0000018f7opIAA,0010A000002wPvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:36:06.000+0000,False,False,005OH000002N6huYAC,2025-10-27T19:36:06.000+0000,005OH000002N6huYAC,2025-10-27T19:36:06.000+0000,005OH000002N6huYAC,2025-10-27T19:36:06.000+0000,(819)758-7922,(819) 352-6321,mlajeunesse@agfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD0w2YAC,False,,23325120,0030A00000BhoYOQAZ,0011600001pyitJAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:13:08.000+0000,False,False,0050A000000WjqvQAC,2025-10-27T19:13:08.000+0000,0050A000000WjqvQAC,2025-10-27T19:13:09.000+0000,0050A000000WjqvQAC,2025-10-27T19:13:09.000+0000,(613) 254-8484,,laurie@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD3idYAC,False,,23325955,003OH00000VeEDqYAN,001OH00000cbImeYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:24:38.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T19:24:38.000+0000,005OH000004Ir1xYAC,2025-10-27T19:24:38.000+0000,005OH000004Ir1xYAC,2025-10-27T19:24:38.000+0000,(403)253-4840,,alan.kovacevic@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD3ylYAC,False,,23327731,0030A00000CghpbQAB,0010A00000DICdLQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:49:36.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T19:49:36.000+0000,005OH000004Ir1xYAC,2025-10-27T19:49:36.000+0000,005OH000004Ir1xYAC,2025-10-27T19:49:36.000+0000,(587)425-2995X3,(403) 795-8686,lacey@myfinancialhealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD43ZYAS,False,,23325488,003OH00000LLjJ9YAL,001OH00000Q0fSVYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:18:04.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T19:18:04.000+0000,0055o000002DK5fAAG,2025-10-27T19:18:05.000+0000,0055o000002DK5fAAG,2025-10-27T19:18:05.000+0000,(416)524-3535,,vidhi.chhabra16@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD4wQYAS,False,,23326708,0030A0000029Vg9QAE,0010A000002vvYSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:35:24.000+0000,False,False,005OH000005URvxYAG,2025-10-27T19:35:24.000+0000,005OH000005URvxYAG,2025-10-27T19:35:24.000+0000,005OH000005URvxYAG,2025-10-27T19:35:24.000+0000,(780)395-9494,,dipak@auminsurance.ca,(780)395-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD4y8YAC,False,,23328018,003G0000018f6RFIAY,0010A000002wONaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:53:44.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T19:53:44.000+0000,0055o000002KxaMAAS,2025-10-27T19:53:45.000+0000,0055o000002KxaMAAS,2025-10-27T19:53:45.000+0000,(403)234-7878,,scott@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD59KYAS,False,,23326150,0030A0000029XLHQA2,0010A000002vwvuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:27:00.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T19:27:00.000+0000,0055o000002DK5fAAG,2025-10-27T19:27:00.000+0000,0055o000002DK5fAAG,2025-10-27T19:27:00.000+0000,(905)640-7720,,bcmb.smith1959@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD5UHYA0,False,,23325655,003G0000018f71cIAA,0010A000002wP4wQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:20:16.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T19:20:16.000+0000,0050A000000Hq5PQAS,2025-10-27T19:20:16.000+0000,0050A000000Hq5PQAS,2025-10-27T19:20:16.000+0000,(289)388-0701,(289) 388-0701,agooden@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD5pGYAS,False,,23327032,0035o0000044e4lAAA,0015o000004fMi7AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:40:00.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T19:40:00.000+0000,005OH000004Ir1xYAC,2025-10-27T19:40:00.000+0000,005OH000004Ir1xYAC,2025-10-27T19:40:00.000+0000,(403)253-4840,,tyler.dyck@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD6tOYAS,False,,23326388,003OH00000AEWghYAH,001OH00000COt6DYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:30:26.000+0000,False,False,005G0000002gyDJIAY,2025-10-27T19:30:26.000+0000,005G0000002gyDJIAY,2025-10-27T19:30:26.000+0000,005G0000002gyDJIAY,2025-10-27T19:30:26.000+0000,(587)594-5290,,rav_narayan@cooperators.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD8n9YAC,False,,23326903,0030A0000029XLHQA2,0010A000002vwvuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:38:03.000+0000,False,False,0055o000002DK5fAAG,2025-10-27T19:38:03.000+0000,0055o000002DK5fAAG,2025-10-27T19:38:03.000+0000,0055o000002DK5fAAG,2025-10-27T19:38:03.000+0000,(905)640-7720,,bcmb.smith1959@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD987YAC,False,,23326771,0030A0000029cyKQAQ,0010A000002w1Z6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:36:11.000+0000,False,False,0055o000001NWfMAAW,2025-10-27T19:36:11.000+0000,0055o000001NWfMAAW,2025-10-27T19:36:12.000+0000,0055o000001NWfMAAW,2025-10-27T19:36:12.000+0000,(647)477-7486X113,(647) 838-7479,vito@corporatebenefitsdivision.com,(416)749-4567,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD99mYAC,False,,23327763,0030A0000029oNvQAI,0010A000002wB2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:50:05.000+0000,False,False,005OH000005URvxYAG,2025-10-27T19:50:05.000+0000,005OH000005URvxYAG,2025-10-27T19:50:05.000+0000,005OH000005URvxYAG,2025-10-27T19:50:05.000+0000,(780)420-6633,(780) 990-9178,jimrey@telus.net,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD9bAYAS,False,,23326406,0030A0000029XbkQAE,0010A000002vx8pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:30:44.000+0000,False,False,0050A000000nRKbQAM,2025-10-27T19:30:44.000+0000,0050A000000nRKbQAM,2025-10-27T19:30:45.000+0000,0050A000000nRKbQAM,2025-10-27T19:30:45.000+0000,(905)415-8778,(416) 818-8642,teresa.wong@manulifewealth.ca,(905)940-1894,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000nRKbQAM,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eD9cjYAC,False,,23326199,003OH00000VOke9YAD,001OH00000cIUWSYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:27:45.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T19:27:45.000+0000,005OH000004Ir1xYAC,2025-10-27T19:27:46.000+0000,005OH000004Ir1xYAC,2025-10-27T19:27:46.000+0000,(403)503-6549,,lisa.sanderson@td.com,(403)216-2032,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDA0yYAG,False,,23326454,003OH00000T85A0YAJ,001OH00000ZT6KTYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:31:27.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T19:31:27.000+0000,005OH000004Ir1xYAC,2025-10-27T19:31:27.000+0000,005OH000004Ir1xYAC,2025-10-27T19:31:27.000+0000,(587)429-4551,,abhisfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDAYrYAO,False,,23328094,003G0000018f6RFIAY,0010A000002wONaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:54:58.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T19:54:58.000+0000,0055o000002KxaMAAS,2025-10-27T19:54:58.000+0000,0055o000002KxaMAAS,2025-10-27T19:54:58.000+0000,(403)234-7878,,scott@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDBI0YAO,False,,23329218,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:12:30.000+0000,False,False,0055o000001NWfMAAW,2025-10-27T20:12:30.000+0000,0055o000001NWfMAAW,2025-10-27T20:12:30.000+0000,0055o000001NWfMAAW,2025-10-27T20:12:30.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDBY7YAO,False,,23327844,0030A0000029ZOrQAM,0010A000002vygxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:51:00.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T19:51:00.000+0000,005OH000003ds0PYAQ,2025-10-27T19:51:00.000+0000,005OH000003ds0PYAQ,2025-10-27T19:51:00.000+0000,(905)655-6556,,dan.washington@raymondjames.ca,(905)655-6006,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDBgBYAW,False,,23328078,0030A0000029beaQAA,0010A000002w0XSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:54:47.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T19:54:47.000+0000,005OH000003ds0PYAQ,2025-10-27T19:54:48.000+0000,005OH000003ds0PYAQ,2025-10-27T19:54:48.000+0000,(705)674-8558,,daran.moxam@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDCE4YAO,False,,23327000,0030A0000029edOQAQ,0010A000002w2vfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:39:34.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T19:39:34.000+0000,005OH000003ds0PYAQ,2025-10-27T19:39:34.000+0000,005OH000003ds0PYAQ,2025-10-27T19:39:34.000+0000,(613)389-2811,,greg@michaelrsmith.ca,(613)389-2855,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDEatYAG,False,,23329958,003G0000018f7NPIAY,0010A000002wPT4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:24:57.000+0000,False,False,0055o000001fOwHAAU,2025-10-27T20:24:57.000+0000,0055o000001fOwHAAU,2025-10-27T20:24:57.000+0000,0055o000001fOwHAAU,2025-10-27T20:24:57.000+0000,(905)276-1177,(647) 406-9919,tinachopra@synergiafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDIeUYAW,False,,23328264,0030A00000A9PLBQA3,0010A00000AiNGqQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:57:10.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T19:57:10.000+0000,005OH000003ds0PYAQ,2025-10-27T19:57:11.000+0000,005OH000003ds0PYAQ,2025-10-27T19:57:11.000+0000,(905)434-2469,,dcurrah@assante.com,(905)433-0397,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDJtrYAG,False,,23329364,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:15:01.000+0000,False,False,005OH000004pk06YAA,2025-10-27T20:15:01.000+0000,005OH000004pk06YAA,2025-10-27T20:15:02.000+0000,005OH000004pk06YAA,2025-10-27T20:15:02.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDKRjYAO,False,,23328407,0030A00000CStLAQA1,0010A00000D3sjCQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:59:12.000+0000,False,False,005OH000005URvxYAG,2025-10-27T19:59:12.000+0000,005OH000005URvxYAG,2025-10-27T19:59:13.000+0000,005OH000005URvxYAG,2025-10-27T19:59:13.000+0000,(587)936-1448,(587) 936-1448,kcm@ualberta.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDMq7YAG,False,,23328038,0030A0000029pbsQAA,0010A000002wC1VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:54:04.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T19:54:04.000+0000,005OH000003ds0PYAQ,2025-10-27T19:54:05.000+0000,005OH000003ds0PYAQ,2025-10-27T19:54:05.000+0000,(705)645-7850,,dan@willettfinancial.ca,(705)640-7850,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDODaYAO,False,,23328405,0030A00000CgGlLQAV,0010A00000DHl8dQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:59:10.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T19:59:10.000+0000,005OH000004Ir1xYAC,2025-10-27T19:59:10.000+0000,005OH000004Ir1xYAC,2025-10-27T19:59:10.000+0000,(587)813-6277X7,,vanessa@pwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDQX8YAO,False,,23328318,0030A0000029bTzQAI,0010A000002w0PqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:57:59.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T19:57:59.000+0000,005OH000003ds0PYAQ,2025-10-27T19:57:59.000+0000,005OH000003ds0PYAQ,2025-10-27T19:57:59.000+0000,(705)674-4551,,darcy.larouche@ig.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDQnFYAW,False,,23328223,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:56:42.000+0000,False,False,005OH000005URvxYAG,2025-10-27T19:56:42.000+0000,005OH000005URvxYAG,2025-10-27T19:56:42.000+0000,005OH000005URvxYAG,2025-10-27T19:56:42.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDQvJYAW,False,,23328240,0030A00000CghpPQAR,0010A00000DICd9QAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:56:53.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T19:56:53.000+0000,005OH000004Ir1xYAC,2025-10-27T19:56:53.000+0000,005OH000004Ir1xYAC,2025-10-27T19:56:53.000+0000,(780)938-9166,,alyssaliu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDRJYYA4,False,,23329051,003G0000018f794IAA,0010A000002wPCNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:09:33.000+0000,False,False,0050A000000Hq5PQAS,2025-10-27T20:09:33.000+0000,0050A000000Hq5PQAS,2025-10-27T20:09:34.000+0000,0050A000000Hq5PQAS,2025-10-27T20:09:34.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDSM1YAO,False,,23328418,003OH00000D6EDkYAN,001OH00000FzFeOYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T19:59:21.000+0000,False,False,005OH0000030c5BYAQ,2025-10-27T19:59:21.000+0000,005OH0000030c5BYAQ,2025-10-27T19:59:21.000+0000,005OH0000030c5BYAQ,2025-10-27T19:59:21.000+0000,(705)719-6773,705-854-1048,bina.cherian@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDSyjYAG,False,,23328503,0030A0000029hNWQAY,0010A000002w5I8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:00:25.000+0000,False,False,0055o000001h4cFAAQ,2025-10-27T20:00:25.000+0000,0055o000001h4cFAAQ,2025-10-27T20:00:25.000+0000,0055o000001h4cFAAQ,2025-10-27T20:00:25.000+0000,(204)952-1914,,emilymayoralgo@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDVJwYAO,False,,23329832,0030A00000BQ8bfQAD,0010A00000C0WrpQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:22:51.000+0000,False,False,005OH00000245ROYAY,2025-10-27T20:22:51.000+0000,005OH00000245ROYAY,2025-10-27T20:22:51.000+0000,005OH00000245ROYAY,2025-10-27T20:22:51.000+0000,(226)996-1669,(519) 404-3103,megan@maplecityfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDVyDYAW,False,,23328821,0030A0000029VVoQAM,0010A000002vvP0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:05:55.000+0000,False,False,005OH000003ds0PYAQ,2025-10-27T20:05:55.000+0000,005OH000003ds0PYAQ,2025-10-27T21:09:44.000+0000,005OH000003ds0PYAQ,2025-10-27T21:09:44.000+0000,(705)840-6999,,ijenner@assante.com,(705)840-2576,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDVzqYAG,False,,23329294,0030A0000029huhQAA,0010A000002w5hpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:13:51.000+0000,False,False,005OH000004pk06YAA,2025-10-27T20:13:51.000+0000,005OH000004pk06YAA,2025-10-27T20:13:51.000+0000,005OH000004pk06YAA,2025-10-27T20:13:51.000+0000,(905)704-0070,,tmazachowsky@adviantfinancial.com,(905)704-0074,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDWHaYAO,False,,23328973,0030A000001ZynbQAC,0010A000007BNrTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:08:27.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T20:08:27.000+0000,0055o000002KxaMAAS,2025-10-27T20:08:28.000+0000,0055o000002KxaMAAS,2025-10-27T20:08:28.000+0000,(403) 273-8660 ext. 2,,admin@holdentaylor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDX2TYAW,False,,23331192,0035o000007WVFtAAO,0015o000008CzxmAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:47:28.000+0000,False,False,005OH000001cCPNYA2,2025-10-27T20:47:28.000+0000,005OH000001cCPNYA2,2025-10-27T20:47:29.000+0000,005OH000001cCPNYA2,2025-10-27T20:47:29.000+0000,(778)298-8029,(604) 306-8029,brad@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDXaEYAW,False,,23329249,003G0000018f6eWIAQ,0010A000002wOcYQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:13:03.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T20:13:03.000+0000,0055o000002KxaMAAS,2025-10-27T20:13:03.000+0000,0055o000002KxaMAAS,2025-10-27T20:13:03.000+0000,(403)264-4010,(587) 284-4010,denny@hopestate.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDbCPYA0,False,,23329368,003G0000018f6eWIAQ,0010A000002wOcYQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:15:05.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T20:15:05.000+0000,0055o000002KxaMAAS,2025-10-27T20:15:05.000+0000,0055o000002KxaMAAS,2025-10-27T20:15:05.000+0000,(403)264-4010,(587) 284-4010,denny@hopestate.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDd9OYAS,False,,23329780,003OH00000Nz4shYAB,001OH00000T8pBKYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:21:56.000+0000,False,False,005OH000004pk06YAA,2025-10-27T20:21:56.000+0000,005OH000004pk06YAA,2025-10-27T20:21:56.000+0000,005OH000004pk06YAA,2025-10-27T20:21:56.000+0000,(647)946-2336,437-331-1947,boopathyinfo1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDdFpYAK,False,,23329555,003G0000018f6zKIAQ,0010A000002wP1yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:18:20.000+0000,False,False,0055o000001fOwHAAU,2025-10-27T20:18:20.000+0000,0055o000001fOwHAAU,2025-10-27T20:18:21.000+0000,0055o000001fOwHAAU,2025-10-27T20:18:21.000+0000,(416)885-2484,(416) 885-2484,info@innovativefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDeDWYA0,False,,23329851,003G0000018f7YBIAY,0010A000002wPf2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:23:06.000+0000,False,False,0055o000001fOwHAAU,2025-10-27T20:23:06.000+0000,0055o000001fOwHAAU,2025-10-27T20:23:06.000+0000,0055o000001fOwHAAU,2025-10-27T20:23:06.000+0000,(905)928-7011,,sevel@ewfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDeDXYA0,False,,23330156,003G0000018f7NPIAY,0010A000002wPT4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:28:26.000+0000,False,False,0055o000001fOwHAAU,2025-10-27T20:28:26.000+0000,0055o000001fOwHAAU,2025-10-27T20:28:27.000+0000,0055o000001fOwHAAU,2025-10-27T20:28:27.000+0000,(905)276-1177,(647) 406-9919,tinachopra@synergiafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDeqDYAS,False,,23329704,003G0000018f7A2IAI,0010A000002wPDLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:20:47.000+0000,False,False,0055o000001fOwHAAU,2025-10-27T20:20:47.000+0000,0055o000001fOwHAAU,2025-10-27T20:20:48.000+0000,0055o000001fOwHAAU,2025-10-27T20:20:48.000+0000,(905)301-5033,(905) 301-5033,bharat.singh@joylinefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDfsjYAC,False,,23329795,0030A00000Cfm8pQAB,0010A00000DHG2AQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:22:08.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T20:22:08.000+0000,005OH000004Ir1xYAC,2025-10-27T20:22:08.000+0000,005OH000004Ir1xYAC,2025-10-27T20:22:08.000+0000,(403)607-6402,,simplifiedlifeplan@gmail.com,(403)719-0393,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDgbwYAC,False,,23331044,0035o000007WVFtAAO,0015o000008CzxmAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:44:26.000+0000,False,False,005OH000001cCPNYA2,2025-10-27T20:44:26.000+0000,005OH000001cCPNYA2,2025-10-27T20:44:26.000+0000,005OH000001cCPNYA2,2025-10-27T20:44:26.000+0000,(778)298-8029,(604) 306-8029,brad@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDkR0YAK,False,,23330414,003OH0000048Y2NYAU,001OH000005E0LZYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:33:05.000+0000,False,False,005OH000005URvxYAG,2025-10-27T20:33:05.000+0000,005OH000005URvxYAG,2025-10-27T20:33:05.000+0000,005OH000005URvxYAG,2025-10-27T20:33:05.000+0000,(780)231-9147,,jennifer@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDlgPYAS,False,,23330368,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:32:24.000+0000,False,False,0055o000001NWfMAAW,2025-10-27T20:32:24.000+0000,0055o000001NWfMAAW,2025-10-27T20:32:24.000+0000,0055o000001NWfMAAW,2025-10-27T20:32:24.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDmcVYAS,False,,23331532,003OH00000Hj76pYAB,001OH00000LoXfrYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:54:09.000+0000,False,False,0055o000002KxaMAAS,2025-10-27T20:54:09.000+0000,0055o000002KxaMAAS,2025-10-27T20:54:09.000+0000,0055o000002KxaMAAS,2025-10-27T20:54:09.000+0000,(431)373-8243,825-540-8100,parneet@pelican-grp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDq6cYAC,False,,23331091,0035o000007WVFtAAO,0015o000008CzxmAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:45:10.000+0000,False,False,005OH000001cCPNYA2,2025-10-27T20:45:10.000+0000,005OH000001cCPNYA2,2025-10-27T20:45:11.000+0000,005OH000001cCPNYA2,2025-10-27T20:45:11.000+0000,(778)298-8029,(604) 306-8029,brad@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDuQMYA0,False,,23331539,0030A0000029Vg9QAE,0010A000002vvYSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T20:54:15.000+0000,False,False,005OH000005URvxYAG,2025-10-27T20:54:15.000+0000,005OH000005URvxYAG,2025-10-27T20:54:15.000+0000,005OH000005URvxYAG,2025-10-27T20:54:15.000+0000,(780)395-9494,,dipak@auminsurance.ca,(780)395-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eDy5qYAC,False,,23333112,0030A00000CeKdkQAF,0010A00000DFlptQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T21:31:31.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T21:31:31.000+0000,005OH000004Ir1xYAC,2025-10-27T21:31:31.000+0000,005OH000004Ir1xYAC,2025-10-27T21:31:31.000+0000,(403)554-8510,,andrew@yourlifecovered.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eE1TRYA0,False,,23332143,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T21:07:34.000+0000,False,False,005OH00000865wTYAQ,2025-10-27T21:07:34.000+0000,005OH00000865wTYAQ,2025-10-27T21:07:35.000+0000,005OH00000865wTYAQ,2025-10-27T21:07:35.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eE4eDYAS,False,,23332447,0030A00000CeKfGQAV,0010A00000DFlqzQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T21:14:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T21:14:55.000+0000,005OH000004Ir1xYAC,2025-10-27T21:14:56.000+0000,005OH000004Ir1xYAC,2025-10-27T21:14:56.000+0000,(587)839-1228,,frankfeng@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eE5LoYAK,False,,23334100,0030A00000CeKXsQAN,0010A00000DFlpFQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T22:02:52.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T22:02:52.000+0000,005OH000004Ir1xYAC,2025-10-27T22:02:53.000+0000,005OH000004Ir1xYAC,2025-10-27T22:02:53.000+0000,(780)953-6687,,antonioyu.liu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eE857YAC,False,,23332769,0030A00000CeKeqQAF,0010A00000DFlqeQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T21:21:58.000+0000,False,False,005OH000004Ir1xYAC,2025-10-27T21:21:58.000+0000,005OH000004Ir1xYAC,2025-10-27T21:21:58.000+0000,005OH000004Ir1xYAC,2025-10-27T21:21:58.000+0000,(403)466-6320,,aileenguo@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eEAYQYA4,False,,23333861,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T21:54:15.000+0000,False,False,005OH000005URvxYAG,2025-10-27T21:54:15.000+0000,005OH000005URvxYAG,2025-10-27T21:54:15.000+0000,005OH000005URvxYAG,2025-10-27T21:54:15.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eEIR6YAO,False,,23334371,0030A0000029jw5QAA,0010A000002w7M3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T22:14:27.000+0000,False,False,005OH000002iJPDYA2,2025-10-27T22:14:27.000+0000,005OH000002iJPDYA2,2025-10-27T22:14:28.000+0000,005OH000002iJPDYA2,2025-10-27T22:14:28.000+0000,(604)273-0232,(778) 838-8899,mcfinancialgroup@hotmail.com,(604)273-0221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eELwnYAG,False,,23334044,0035o000005ym6lAAA,0015o000006WapjAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T22:00:49.000+0000,False,False,005OH000002iJPDYA2,2025-10-27T22:00:49.000+0000,005OH000002iJPDYA2,2025-10-27T22:00:50.000+0000,005OH000002iJPDYA2,2025-10-27T22:00:50.000+0000,(365)993-8383,2369651292,pinghong@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eEMCvYAO,False,,23334062,0030A0000029hk0QAA,0010A000002w5ZgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T22:01:22.000+0000,False,False,005OH000002iJPDYA2,2025-10-27T22:01:22.000+0000,005OH000002iJPDYA2,2025-10-27T22:01:22.000+0000,005OH000002iJPDYA2,2025-10-27T22:01:22.000+0000,(604)438-3699,(778) 706-1121,karenliao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eEPacYAG,False,,23334339,0030A0000029jw5QAA,0010A000002w7M3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T22:13:08.000+0000,False,False,005OH000002iJPDYA2,2025-10-27T22:13:08.000+0000,005OH000002iJPDYA2,2025-10-27T22:13:08.000+0000,005OH000002iJPDYA2,2025-10-27T22:13:08.000+0000,(604)273-0232,(778) 838-8899,mcfinancialgroup@hotmail.com,(604)273-0221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eEWkAYAW,False,,23335020,003G000001IlNvJIAV,0010A000002wSUrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T22:42:13.000+0000,False,False,0050A000001rl3wQAA,2025-10-27T22:42:13.000+0000,0050A000001rl3wQAA,2025-10-27T22:42:13.000+0000,0050A000001rl3wQAA,2025-10-27T22:42:13.000+0000,(778)875-8244,(778) 875-8244,steve@letizia-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eEfSXYA0,False,,23336167,0030A0000029kozQAA,0010A000002w84dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T23:59:25.000+0000,False,False,005OH000002iJPDYA2,2025-10-27T23:59:25.000+0000,005OH000002iJPDYA2,2025-10-27T23:59:25.000+0000,005OH000002iJPDYA2,2025-10-27T23:59:25.000+0000,(604)828-1999,(604) 828-1999,univisionfs@gmail.com,(604)828-1598,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eEgJjYAK,False,,23336018,0030A000004HjGvQAK,0010A0000052mWFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T23:44:53.000+0000,False,False,005OH000002iJPDYA2,2025-10-27T23:44:53.000+0000,005OH000002iJPDYA2,2025-10-27T23:44:54.000+0000,005OH000002iJPDYA2,2025-10-27T23:44:54.000+0000,(778)251-6058,7782516058,aileen.j.wang@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eEitOYAS,False,,23335871,003OH00000Fu3IkYAJ,001OH00000JnS1zYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-27T23:33:41.000+0000,False,False,005OH000002iJPDYA2,2025-10-27T23:33:41.000+0000,005OH000002iJPDYA2,2025-10-27T23:33:41.000+0000,005OH000002iJPDYA2,2025-10-27T23:33:41.000+0000,(778)895-1699,,jackzhao@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,157.0
500OH00000eFac5YAC,False,,23337490,0030A000001XkpJQAS,001G000000urMw8IAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T12:35:22.000+0000,False,False,0050A000000XQhmQAG,2025-10-28T12:35:22.000+0000,0050A000000XQhmQAG,2025-10-28T12:35:23.000+0000,0050A000000XQhmQAG,2025-10-28T12:35:23.000+0000,(902) 431-7526,(902) 444-3857,terri@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eFsx7YAC,False,,23337525,0030A000001XkpJQAS,001G000000urMw8IAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T12:37:03.000+0000,False,False,0050A000000XQhmQAG,2025-10-28T12:37:03.000+0000,0050A000000XQhmQAG,2025-10-28T12:37:03.000+0000,0050A000000XQhmQAG,2025-10-28T12:37:03.000+0000,(902) 431-7526,(902) 444-3857,terri@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eFusZYAS,False,,23340760,003OH00000SCZZmYAP,001OH00000YKM8sYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:07:13.000+0000,False,False,005OH000002N6huYAC,2025-10-28T14:07:13.000+0000,005OH000002N6huYAC,2025-10-28T14:07:13.000+0000,005OH000002N6huYAC,2025-10-28T14:07:13.000+0000,(819)437-8336,8194378336 (215),johnny.pierre-paul@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eFyuUYAS,False,,23338758,0031600002HLYyJAAX,0010A000002wNJDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-10-28T13:20:39.000+0000,False,False,005OH000006uYruYAE,2025-10-28T13:19:14.000+0000,005OH000006uYruYAE,2025-10-28T15:15:30.000+0000,005OH000006uYruYAE,2025-10-28T15:15:30.000+0000,(705)749-6776,,stephanie@bodenandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eG1nWYAS,False,,23339146,0030A0000029pJQQAY,0010A000002wBnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T13:29:34.000+0000,False,False,005OH000003ds0PYAQ,2025-10-28T13:29:34.000+0000,005OH000003ds0PYAQ,2025-10-28T13:29:34.000+0000,005OH000003ds0PYAQ,2025-10-28T13:29:34.000+0000,(705)840-0808,,darren.long@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eG5SwYAK,False,,23338661,0030A0000029cyKQAQ,0010A000002w1Z6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T13:16:36.000+0000,False,False,0055o000001NWfMAAW,2025-10-28T13:16:36.000+0000,0055o000001NWfMAAW,2025-10-28T13:16:36.000+0000,0055o000001NWfMAAW,2025-10-28T13:16:36.000+0000,(647)477-7486X113,(647) 838-7479,vito@corporatebenefitsdivision.com,(416)749-4567,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGBA9YAO,False,,23339058,0030A0000029Y38QAE,0010A000002vxYqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T13:27:27.000+0000,False,False,005OH000003ds0PYAQ,2025-10-28T13:27:27.000+0000,005OH000003ds0PYAQ,2025-10-28T13:27:27.000+0000,005OH000003ds0PYAQ,2025-10-28T13:27:27.000+0000,(613)962-0602,,dsmith@harbourfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGDogYAG,False,,23339363,0030A0000029YnPQAU,0010A000002vy9SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T13:35:12.000+0000,False,False,005OH000003ds0PYAQ,2025-10-28T13:35:12.000+0000,005OH000003ds0PYAQ,2025-10-28T13:35:12.000+0000,005OH000003ds0PYAQ,2025-10-28T13:35:12.000+0000,(705)743-1476,,darren.otto@ipcc.org,(705)743-0680,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGKIIYA4,False,,23341381,003OH00000LGTreYAH,001OH00000PuOqyYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:20:28.000+0000,False,False,005OH000002N6huYAC,2025-10-28T14:20:28.000+0000,005OH000002N6huYAC,2025-10-28T14:20:29.000+0000,005OH000002N6huYAC,2025-10-28T14:20:29.000+0000,(450)582-4777,,megan@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGLMQYA4,False,,23339918,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T13:49:11.000+0000,False,False,0050A000000WjqvQAC,2025-10-28T13:49:11.000+0000,0050A000000WjqvQAC,2025-10-28T13:49:11.000+0000,0050A000000WjqvQAC,2025-10-28T13:49:11.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGLizYAG,False,,23339954,003G0000018f7MoIAI,0010A000002wPSTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T13:50:01.000+0000,False,False,0050A000000WjqvQAC,2025-10-28T13:50:01.000+0000,0050A000000WjqvQAC,2025-10-28T13:50:01.000+0000,0050A000000WjqvQAC,2025-10-28T13:50:01.000+0000,(613)764-0213,(613) 882-5938,mario@clearviewwealthmanagement.ca,(613)427-2027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGNUfYAO,False,,23340105,003OH00000WTcdqYAD,001OH00000dpsRYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T13:53:26.000+0000,False,False,0055o000002DK5fAAG,2025-10-28T13:53:26.000+0000,0055o000002DK5fAAG,2025-10-28T13:53:27.000+0000,0055o000002DK5fAAG,2025-10-28T13:53:27.000+0000,(647)272-6284,,chopra.anu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGPGOYA4,False,,23340747,0030A0000029epqQAA,0010A000002w35SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:06:59.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T14:06:59.000+0000,005OH000007fgYjYAI,2025-10-28T14:07:00.000+0000,005OH000007fgYjYAI,2025-10-28T14:07:00.000+0000,(514)743-9897,,jonzeidel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGViRYAW,False,,23342047,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:32:51.000+0000,False,False,0050A000000XQhmQAG,2025-10-28T14:32:51.000+0000,0050A000000XQhmQAG,2025-10-28T14:32:51.000+0000,0050A000000XQhmQAG,2025-10-28T14:32:51.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGVqRYAW,False,,23341397,003OH00000TN9I6YAL,001OH00000Zm0XuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:20:48.000+0000,False,False,0050A000000XQhmQAG,2025-10-28T14:20:48.000+0000,0050A000000XQhmQAG,2025-10-28T14:20:48.000+0000,0050A000000XQhmQAG,2025-10-28T14:20:48.000+0000,(416)892-0790,,jacklyn@changinglanesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGcIRYA0,False,,23342946,003G0000018f7HFIAY,0010A000002wPMWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:47:01.000+0000,False,False,0050A000000XQhmQAG,2025-10-28T14:47:01.000+0000,0050A000000XQhmQAG,2025-10-28T14:47:01.000+0000,0050A000000XQhmQAG,2025-10-28T14:47:01.000+0000,(709)685-3067,(709) 685-7978,steve@macdonaldfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGiqvYAC,False,,23342626,003G0000018f6epIAA,0010A000002wOcrQAE,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-10-28T14:42:13.000+0000,0050A000000Hq5PQAS,2025-10-28T14:42:44.000+0000,0050A000000Hq5PQAS,2025-10-28T14:42:44.000+0000,(905)706-0110,(905) 706-0110,todd@milliganfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGj5RYAS,False,,23342929,003G0000018f6epIAA,0010A000002wOcrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:46:50.000+0000,False,False,0050A000000Hq5PQAS,2025-10-28T14:46:50.000+0000,0050A000000Hq5PQAS,2025-10-28T14:46:50.000+0000,0050A000000Hq5PQAS,2025-10-28T14:46:50.000+0000,(905)706-0110,(905) 706-0110,todd@milliganfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGjOjYAK,False,,23341957,003OH00000M0hQ8YAJ,001OH00000Ql7X8YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:31:22.000+0000,False,False,005OH000002N6huYAC,2025-10-28T14:31:22.000+0000,005OH000002N6huYAC,2025-10-28T14:31:22.000+0000,005OH000002N6huYAC,2025-10-28T14:31:22.000+0000,(450)238-0329,(514) 954-0505,dominic.guay@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGjrmYAC,False,,23342110,0031600002G7TxKAAV,0010A000002wNGnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:33:43.000+0000,False,False,0050A000000WjqvQAC,2025-10-28T14:33:43.000+0000,0050A000000WjqvQAC,2025-10-28T14:33:43.000+0000,0050A000000WjqvQAC,2025-10-28T14:33:43.000+0000,(613) 232-4577x105,,asaint@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGnSLYA0,False,,23342337,0030A0000029hNWQAY,0010A000002w5I8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:37:30.000+0000,False,False,0055o000001h4cFAAQ,2025-10-28T14:37:30.000+0000,0055o000001h4cFAAQ,2025-10-28T14:37:30.000+0000,0055o000001h4cFAAQ,2025-10-28T14:37:30.000+0000,(204)952-1914,,emilymayoralgo@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGntuYAC,False,,23345034,0031600002ISxAiAAL,0010A000002wNN4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:21:07.000+0000,False,False,0050A000000WjqvQAC,2025-10-28T15:21:07.000+0000,0050A000000WjqvQAC,2025-10-28T15:21:07.000+0000,0050A000000WjqvQAC,2025-10-28T15:21:07.000+0000,(613)267-3550,(613) 539-0465,nicholas@twealthsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGqtFYAS,False,,23342723,0035o000006jgCyAAI,0015o000007KADUAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:43:33.000+0000,False,False,0050A000000Hq5PQAS,2025-10-28T14:43:33.000+0000,0050A000000Hq5PQAS,2025-10-28T14:43:34.000+0000,0050A000000Hq5PQAS,2025-10-28T14:43:34.000+0000,(705)313-4298,(705) 313-4298,brock@heritagewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGqy5YAC,False,,23342728,0030A0000029jaMQAQ,0010A000002w75JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:43:37.000+0000,False,False,0055o000001h4cFAAQ,2025-10-28T14:43:37.000+0000,0055o000001h4cFAAQ,2025-10-28T14:43:37.000+0000,0055o000001h4cFAAQ,2025-10-28T14:43:37.000+0000,(416)420-1903,,dgbinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGrR8YAK,False,,23343935,0030A00000CVYd8QAH,0010A00000D6WF1QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:03:46.000+0000,False,False,005OH000002npWUYAY,2025-10-28T15:03:46.000+0000,005OH000002npWUYAY,2025-10-28T15:03:46.000+0000,005OH000002npWUYAY,2025-10-28T15:03:46.000+0000,(905)480-0344,(416) 577-4660,tristan.murray@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGrSjYAK,False,,23342791,003G0000018f6rgIAA,0010A000002wOtQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:44:40.000+0000,False,False,0050A000000Hq5PQAS,2025-10-28T14:44:40.000+0000,0050A000000Hq5PQAS,2025-10-28T14:44:40.000+0000,0050A000000Hq5PQAS,2025-10-28T14:44:40.000+0000,(705)761-6645,(705) 761-6645,brian@heritagewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGre1YAC,False,,23342805,0030A0000029bmyQAA,0010A000002w0e4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T14:44:49.000+0000,False,False,0055o000001h4cFAAQ,2025-10-28T14:44:49.000+0000,0055o000001h4cFAAQ,2025-10-28T14:44:49.000+0000,0055o000001h4cFAAQ,2025-10-28T14:44:49.000+0000,(416)230-0094,(416) 230-0094,performa@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGtslYAC,False,,23344188,0030A0000029a4pQAA,0010A000002vzIVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:07:49.000+0000,False,False,005OH000002N6huYAC,2025-10-28T15:07:49.000+0000,005OH000002N6huYAC,2025-10-28T15:07:49.000+0000,005OH000002N6huYAC,2025-10-28T15:07:49.000+0000,(418)834-0444,4182714564,carole.thivierge@ig.ca,(418)834-9296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eGvD5YAK,False,,23344350,0031600002cHPMZAA4,0010A000002wOJzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:10:20.000+0000,False,False,0055o000002KxaMAAS,2025-10-28T15:10:20.000+0000,0055o000002KxaMAAS,2025-10-28T15:10:20.000+0000,0055o000002KxaMAAS,2025-10-28T15:10:20.000+0000,(825)963-2186,(250) 470-2186,isa@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eH1AMYA0,False,,23343890,0030A0000029a4pQAA,0010A000002vzIVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:03:10.000+0000,False,False,005OH000002N6huYAC,2025-10-28T15:03:10.000+0000,005OH000002N6huYAC,2025-10-28T15:03:10.000+0000,005OH000002N6huYAC,2025-10-28T15:03:10.000+0000,(418)834-0444,4182714564,carole.thivierge@ig.ca,(418)834-9296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eH1ThYAK,False,,23343795,003G0000018f6b4IAA,0010A000002wOYMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:01:46.000+0000,False,False,005OH000002npWUYAY,2025-10-28T15:01:46.000+0000,005OH000002npWUYAY,2025-10-28T15:01:47.000+0000,005OH000002npWUYAY,2025-10-28T15:01:47.000+0000,(416)818-8734,(416) 818-8734,david.andreoli@lazarwealth.com,(416)445-0363,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eH5PFYA0,False,,23344179,0031600002cIwXEAA0,0010A000002wOKAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:07:44.000+0000,False,False,0050A000000XQhmQAG,2025-10-28T15:07:44.000+0000,0050A000000XQhmQAG,2025-10-28T15:07:44.000+0000,0050A000000XQhmQAG,2025-10-28T15:07:44.000+0000,(709)749-6706,(709) 749-6706,meghan@meghandroverfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eH5QrYAK,False,,23344189,0030A0000029bJ0QAI,0010A000002w0IUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:07:49.000+0000,False,False,005OH000002npWUYAY,2025-10-28T15:07:49.000+0000,005OH000002npWUYAY,2025-10-28T15:07:50.000+0000,005OH000002npWUYAY,2025-10-28T15:07:50.000+0000,(613)771-0115,,glenvaters@awmi.ca,(613)771-0121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eH6zdYAC,False,,23344354,003G0000018f7opIAA,0010A000002wPvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:10:25.000+0000,False,False,005OH000002N6huYAC,2025-10-28T15:10:25.000+0000,005OH000002N6huYAC,2025-10-28T15:50:43.000+0000,005OH000002N6huYAC,2025-10-28T15:50:43.000+0000,(819)758-7922,(819) 352-6321,mlajeunesse@agfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHGkUYAW,False,,23345789,0030A00000Cco7kQAB,0015o000007kFn6AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:32:39.000+0000,False,False,0050A000000WjqvQAC,2025-10-28T15:32:39.000+0000,0050A000000WjqvQAC,2025-10-28T15:32:39.000+0000,0050A000000WjqvQAC,2025-10-28T15:32:39.000+0000,(613) 205-8020,,linda@rwsl.ca,(613) 205-8007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHNNoYAO,False,,23348067,0030A0000029huhQAA,0010A000002w5hpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:08:51.000+0000,False,False,005OH000004pk06YAA,2025-10-28T16:08:51.000+0000,005OH000004pk06YAA,2025-10-28T16:08:51.000+0000,005OH000004pk06YAA,2025-10-28T16:08:51.000+0000,(905)704-0070,,tmazachowsky@adviantfinancial.com,(905)704-0074,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHNsRYAW,False,,23346744,0030A000008Eo7XQAS,0015o000008Cyt8AAC,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,005OH000002N6huYAC,2025-10-28T15:47:59.000+0000,005OH000002N6huYAC,2025-10-28T15:49:51.000+0000,005OH000002N6huYAC,2025-10-28T15:49:51.000+0000,(819) 758-7922,,mlgilbert@agfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHPcUYAW,False,,23346694,0030A0000029jS9QAI,0010A000002w6yIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T15:47:13.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T15:47:13.000+0000,005OH000007fgYjYAI,2025-10-28T15:47:13.000+0000,005OH000007fgYjYAI,2025-10-28T15:47:13.000+0000,(514)620-0051,(514) 843-3960,robert.mcintosh@ipcc.ca,(514)620-8967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHS48YAG,False,,23348497,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:15:20.000+0000,False,False,005OH000005URvxYAG,2025-10-28T16:15:20.000+0000,005OH000005URvxYAG,2025-10-28T16:15:21.000+0000,005OH000005URvxYAG,2025-10-28T16:15:21.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHSP8YAO,False,,23347826,003OH00000ODrf8YAD,001OH00000TRCvmYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:04:51.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T16:04:51.000+0000,005OH000007fgYjYAI,2025-10-28T16:04:51.000+0000,005OH000007fgYjYAI,2025-10-28T16:04:51.000+0000,(450)230-6128,,sarah.pion@hotmail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHVupYAG,False,,23348252,0030A00000CUPkaQAH,0010A00000D5IapQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:11:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T16:11:39.000+0000,005OH000004Ir1xYAC,2025-10-28T16:11:39.000+0000,005OH000004Ir1xYAC,2025-10-28T16:11:39.000+0000,(403)671-6868,,wz882288@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHVusYAG,False,,23349613,0030A00000CJE4lQAH,0010A00000Ctw62QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:33:16.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T16:33:16.000+0000,005OH000004Ir1xYAC,2025-10-28T16:33:16.000+0000,005OH000004Ir1xYAC,2025-10-28T16:33:16.000+0000,(403)910-3324,,l.deeprose@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHcQ4YAK,False,,23348865,0030A000008LI8lQAG,0010A000009EL0fQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:21:20.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T16:21:20.000+0000,0050A000001o2WeQAI,2025-10-28T16:21:21.000+0000,0050A000001o2WeQAI,2025-10-28T16:21:21.000+0000,(902)982-3310,(902) 222-6373,,(855)530-2902,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHdaiYAC,False,,23351649,0035o000007WVFtAAO,0015o000008CzxmAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:04:26.000+0000,False,False,005OH000001cCPNYA2,2025-10-28T17:04:26.000+0000,005OH000001cCPNYA2,2025-10-28T17:04:27.000+0000,005OH000001cCPNYA2,2025-10-28T17:04:27.000+0000,(778)298-8029,(604) 306-8029,brad@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHe5HYAS,False,,23350053,0030A00000CGVXhQAP,0010A00000CrATXQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:39:55.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T16:39:55.000+0000,005OH000004Ir1xYAC,2025-10-28T16:39:55.000+0000,005OH000004Ir1xYAC,2025-10-28T16:39:55.000+0000,(403)880-4855,,philipcheng@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHgTeYAK,False,,23348360,0030A00000CV8kNQAT,0010A00000D64etQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:13:20.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T16:13:20.000+0000,005OH000004Ir1xYAC,2025-10-28T16:13:21.000+0000,005OH000004Ir1xYAC,2025-10-28T16:13:21.000+0000,(403)970-4810,,nikkiyi@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHiQcYAK,False,,23348548,0030A00000CV8kOQAT,0010A00000D64euQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:16:05.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T16:16:05.000+0000,005OH000004Ir1xYAC,2025-10-28T16:16:06.000+0000,005OH000004Ir1xYAC,2025-10-28T16:16:06.000+0000,(403)918-1280,,lilyshi@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHpFEYA0,False,,23350505,0030A00000CGDuqQAH,0010A00000CqoQZQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:46:57.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T16:46:57.000+0000,005OH000004Ir1xYAC,2025-10-28T16:46:58.000+0000,005OH000004Ir1xYAC,2025-10-28T16:46:58.000+0000,(403)253-4840,,ryker.leer@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHqPlYAK,False,,23349371,0030A00000CSdJAQA1,0010A00000D3bhIQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:29:50.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T16:29:50.000+0000,005OH000004Ir1xYAC,2025-10-28T16:29:50.000+0000,005OH000004Ir1xYAC,2025-10-28T16:29:50.000+0000,(587)501-6005,,mandeepbains@carpediemwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHrCAYA0,False,,23350212,0030A0000029n3uQAA,0010A000002w9yoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:42:10.000+0000,False,False,005OH000005URvxYAG,2025-10-28T16:42:10.000+0000,005OH000005URvxYAG,2025-10-28T16:42:10.000+0000,005OH000005URvxYAG,2025-10-28T16:42:10.000+0000,(780)814-1888,,hello@sherthelink.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHsRfYAK,False,,23351676,0030A00000BaSJHQA3,0010A00000CAd0AQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:04:47.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T17:04:47.000+0000,005OH000004Ir1xYAC,2025-10-28T17:04:47.000+0000,005OH000004Ir1xYAC,2025-10-28T17:04:47.000+0000,(403)593-2529,,ryan.scott@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHtCMYA0,False,,23350554,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:47:48.000+0000,False,False,005OH000005URvxYAG,2025-10-28T16:47:48.000+0000,005OH000005URvxYAG,2025-10-28T16:47:49.000+0000,005OH000005URvxYAG,2025-10-28T16:47:49.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHtyjYAC,False,,23349759,0030A000003sByOQAU,0010A000004enDFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:35:24.000+0000,False,False,0055o000002KxaMAAS,2025-10-28T16:35:24.000+0000,0055o000002KxaMAAS,2025-10-28T16:35:25.000+0000,0055o000002KxaMAAS,2025-10-28T16:35:25.000+0000,(587)226-0907,(587) 226-0907,kodie@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHuOcYAK,False,,23352898,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:23:16.000+0000,False,False,005OH000003ds0PYAQ,2025-10-28T17:23:16.000+0000,005OH000003ds0PYAQ,2025-10-28T17:23:16.000+0000,005OH000003ds0PYAQ,2025-10-28T17:23:16.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHv1HYAS,False,,23350164,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:41:25.000+0000,False,False,005OH000005URvxYAG,2025-10-28T16:41:25.000+0000,005OH000005URvxYAG,2025-10-28T16:41:26.000+0000,005OH000005URvxYAG,2025-10-28T16:41:26.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHwAKYA0,False,,23352612,0030A0000029lv8QAA,0010A000002w8xzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:18:50.000+0000,False,False,0050A000000WjqvQAC,2025-10-28T17:18:50.000+0000,0050A000000WjqvQAC,2025-10-28T17:18:50.000+0000,0050A000000WjqvQAC,2025-10-28T17:18:50.000+0000,(613)596-6813,,william.valpy@edwardjones.com,(844)644-4473,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eHwgTYAS,False,,23350059,0030A0000029oUTQAY,0010A000002wB8DQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:40:02.000+0000,False,False,005OH000004pk06YAA,2025-10-28T16:40:02.000+0000,005OH000004pk06YAA,2025-10-28T16:40:02.000+0000,005OH000004pk06YAA,2025-10-28T16:40:02.000+0000,(905)541-5242,,info@victormatos.com,(877)212-1319,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eI0k6YAC,False,,23350893,003OH00000WA80LYAT,001OH00000dL2WjYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:53:06.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T16:53:06.000+0000,005OH000007fgYjYAI,2025-10-28T16:53:06.000+0000,005OH000007fgYjYAI,2025-10-28T16:53:06.000+0000,(438)503-7410,,koralie.boileau@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eI2FdYAK,False,,23350704,0035o0000063YGPAA2,0015o000006c9UMAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:50:16.000+0000,False,False,005OH000005URvxYAG,2025-10-28T16:50:16.000+0000,005OH000005URvxYAG,2025-10-28T16:50:16.000+0000,005OH000005URvxYAG,2025-10-28T16:50:16.000+0000,(587)983-1030,,arjun@askfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eI7f7YAC,False,,23351307,003OH00000W6fXYYAZ,001OH00000dFpzrYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T16:59:21.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T16:59:21.000+0000,005OH000007fgYjYAI,2025-10-28T16:59:21.000+0000,005OH000007fgYjYAI,2025-10-28T16:59:21.000+0000,(514)574-4408,,jp.grig@hubcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eI7wyYAC,False,,23353251,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:28:18.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T17:28:18.000+0000,005OH000007fgYjYAI,2025-10-28T17:28:18.000+0000,005OH000007fgYjYAI,2025-10-28T17:28:18.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIAebYAG,False,,23351577,003G0000018f7PzIAI,0010A000002wPWOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:03:33.000+0000,False,False,0055o000002KxaMAAS,2025-10-28T17:03:33.000+0000,0055o000002KxaMAAS,2025-10-28T17:03:33.000+0000,0055o000002KxaMAAS,2025-10-28T17:03:33.000+0000,(403) 221-9300,(403) 560-9967,lorna.phelps@puhlemployeebenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIAwOYAW,False,,23352173,003G0000018f6e7IAA,0010A000002wOc9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:11:58.000+0000,False,False,0055o000002KxaMAAS,2025-10-28T17:11:58.000+0000,0055o000002KxaMAAS,2025-10-28T17:11:59.000+0000,0055o000002KxaMAAS,2025-10-28T17:11:59.000+0000,(587)226-5378,(587) 226-5378,gary.regel@restorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eICTWYA4,False,,23351833,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:07:05.000+0000,False,False,005OH000005URvxYAG,2025-10-28T17:07:05.000+0000,005OH000005URvxYAG,2025-10-28T17:07:06.000+0000,005OH000005URvxYAG,2025-10-28T17:07:06.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIDHVYA4,False,,23351876,0031600002VL2WlAAL,0015o000005pEiVAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:07:43.000+0000,False,False,0055o000002KxaMAAS,2025-10-28T17:07:43.000+0000,0055o000002KxaMAAS,2025-10-28T17:07:44.000+0000,0055o000002KxaMAAS,2025-10-28T17:07:44.000+0000,(403)252-1752X302,,janet@brownfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIDPiYAO,False,,23354546,0031600002SzG23AAF,0010A000002wNxvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:47:37.000+0000,False,False,0055o000001h4cFAAQ,2025-10-28T17:47:37.000+0000,0055o000001h4cFAAQ,2025-10-28T17:47:38.000+0000,0055o000001h4cFAAQ,2025-10-28T17:47:38.000+0000,(204)272-9670,(204) 228-8362,jeff.sadowski@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIDixYAG,False,,23352891,0030A0000029WmrQAE,0010A000002vwScQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:23:11.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T17:23:11.000+0000,005OH000007fgYjYAI,2025-10-28T17:23:11.000+0000,005OH000007fgYjYAI,2025-10-28T17:23:11.000+0000,(819)562-0601,,fledoux@groupepeak.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIFuPYAW,False,,23352116,0030A0000029YgCQAU,0010A000002vy2tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:11:03.000+0000,False,False,005OH000005URvxYAG,2025-10-28T17:11:03.000+0000,005OH000005URvxYAG,2025-10-28T17:11:04.000+0000,005OH000005URvxYAG,2025-10-28T17:11:04.000+0000,(780)760-2168,(780) 982-1688,benny.wong2168@gmail.com,(780)760-2168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIG7JYAW,False,,23352140,0030A00000BaSJIQA3,0010A00000CAd0BQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:11:25.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T17:11:25.000+0000,005OH000004Ir1xYAC,2025-10-28T17:11:25.000+0000,005OH000004Ir1xYAC,2025-10-28T17:11:25.000+0000,(403)463-0029,,connestrada@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIH6cYAG,False,,23352380,0030A000008Eo7XQAS,0015o000008Cyt8AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:15:07.000+0000,False,False,005OH000002N6huYAC,2025-10-28T17:15:07.000+0000,005OH000002N6huYAC,2025-10-28T17:15:07.000+0000,005OH000002N6huYAC,2025-10-28T17:15:07.000+0000,(819) 758-7922,,mlgilbert@agfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIJWdYAO,False,,23356100,0030A0000029kFCQAY,0010A000002w7bdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:11:20.000+0000,False,False,0055o000001NWfMAAW,2025-10-28T18:11:20.000+0000,0055o000001NWfMAAW,2025-10-28T18:11:20.000+0000,0055o000001NWfMAAW,2025-10-28T18:11:20.000+0000,(416)906-1665,,wxgca0802@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIKm2YAG,False,,23352948,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:23:57.000+0000,False,False,005G0000002gxxjIAA,2025-10-28T17:23:57.000+0000,005G0000002gxxjIAA,2025-10-28T17:23:57.000+0000,005G0000002gxxjIAA,2025-10-28T17:23:57.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eINf9YAG,False,,23356532,003G0000018f7uQIAQ,0010A000002wQ0cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,walked through how to process ICT and transfers.,True,2025-10-28T18:58:44.000+0000,False,False,005OH000006uYrkYAE,2025-10-28T18:17:43.000+0000,005OH000006uYrkYAE,2025-10-28T18:58:45.000+0000,005OH000006uYrkYAE,2025-10-28T18:58:45.000+0000,(250) 642-0776,(250) 889-5237,karen@masonfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIOcjYAG,False,,23352989,0030A0000029WmrQAE,0010A000002vwScQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:24:35.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T17:24:35.000+0000,005OH000007fgYjYAI,2025-10-28T17:24:36.000+0000,005OH000007fgYjYAI,2025-10-28T17:24:36.000+0000,(819)562-0601,,fledoux@groupepeak.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIQZiYAO,False,,23353280,003G0000018f6mXIAQ,0010A000002wOoFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:28:45.000+0000,False,False,005OH00000245RQYAY,2025-10-28T17:28:45.000+0000,005OH00000245RQYAY,2025-10-28T17:28:45.000+0000,005OH00000245RQYAY,2025-10-28T17:28:45.000+0000,(450)687-3971,(514) 668-5958,rg@rghali.ca,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eISTTYA4,False,,23353998,0030A0000029ZVsQAM,0010A000002vylxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:39:32.000+0000,False,False,005OH000002iJPDYA2,2025-10-28T17:39:32.000+0000,005OH000002iJPDYA2,2025-10-28T17:39:32.000+0000,005OH000002iJPDYA2,2025-10-28T17:39:32.000+0000,(778)241-0305,,ella.chen@gtwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eISzkYAG,False,,23354277,003OH00000HMDHtYAP,001OH00000LP3DFYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:43:40.000+0000,False,False,005OH000005URvxYAG,2025-10-28T17:43:40.000+0000,005OH000005URvxYAG,2025-10-28T17:43:41.000+0000,005OH000005URvxYAG,2025-10-28T17:43:41.000+0000,(780)953-3399,,dannytatszeto@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIUWvYAO,False,,23358449,003OH000006ctT9YAI,001OH000008EEMlYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:47:31.000+0000,False,False,005OH000002N6huYAC,2025-10-28T18:47:31.000+0000,005OH000002N6huYAC,2025-10-28T18:47:32.000+0000,005OH000002N6huYAC,2025-10-28T18:47:32.000+0000,(438)793-8999,,yannick.thibodeau@emma.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIWaQYAW,False,,23357745,0030A0000029kyEQAQ,0010A000002w8C1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:36:59.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T18:36:59.000+0000,005OH000007fgYjYAI,2025-10-28T18:36:59.000+0000,005OH000007fgYjYAI,2025-10-28T18:36:59.000+0000,(514)360-1669,,yann.nguyen@assurexpress.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIWf7YAG,False,,23353820,003G0000018f7lRIAQ,0010A000002wPrpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:36:35.000+0000,False,False,0050A000000XQhmQAG,2025-10-28T17:36:35.000+0000,0050A000000XQhmQAG,2025-10-28T17:36:35.000+0000,0050A000000XQhmQAG,2025-10-28T17:36:35.000+0000,(902)446-3900,(902) 449-5855,mark@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIXZaYAO,False,,23354107,0030A0000029kSFQAY,0010A000002w7npQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:41:05.000+0000,False,False,0050A000000WjqvQAC,2025-10-28T17:41:05.000+0000,0050A000000WjqvQAC,2025-10-28T17:41:05.000+0000,0050A000000WjqvQAC,2025-10-28T17:41:05.000+0000,(613)732-1694,,yves@royandassociates.ca,(613)732-4681,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIZ8MYAW,False,,23354520,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:47:18.000+0000,False,False,005OH000005URvxYAG,2025-10-28T17:47:18.000+0000,005OH000005URvxYAG,2025-10-28T17:47:19.000+0000,005OH000005URvxYAG,2025-10-28T17:47:19.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIdqKYAS,False,,23358134,0030A0000029iDZQAY,0010A000002w5yNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:43:11.000+0000,False,False,005OH000002N6huYAC,2025-10-28T18:43:11.000+0000,005OH000002N6huYAC,2025-10-28T18:43:12.000+0000,005OH000002N6huYAC,2025-10-28T18:43:12.000+0000,(819)829-2225,8194326230,info@katialalancette.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIdruYAC,False,,23355092,003G0000018f6mlIAA,0010A000002wOoTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:55:37.000+0000,False,False,005OH00000245RQYAY,2025-10-28T17:55:37.000+0000,005OH00000245RQYAY,2025-10-28T17:55:38.000+0000,005OH00000245RQYAY,2025-10-28T17:55:38.000+0000,(514)931-4242,(514) 576-6118,lou@yongtrust.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIfU0YAK,False,,23357798,0030A0000029kyEQAQ,0010A000002w8C1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:37:55.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T18:37:55.000+0000,005OH000007fgYjYAI,2025-10-28T18:37:56.000+0000,005OH000007fgYjYAI,2025-10-28T18:37:56.000+0000,(514)360-1669,,yann.nguyen@assurexpress.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIhNdYAK,False,,23354955,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:53:26.000+0000,False,False,005OH000005URvxYAG,2025-10-28T17:53:26.000+0000,005OH000005URvxYAG,2025-10-28T17:53:27.000+0000,005OH000005URvxYAG,2025-10-28T17:53:27.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIjqsYAC,False,,23355322,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T17:59:20.000+0000,False,False,0055o000001h4cFAAQ,2025-10-28T17:59:20.000+0000,0055o000001h4cFAAQ,2025-10-28T17:59:20.000+0000,0055o000001h4cFAAQ,2025-10-28T17:59:20.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eImaKYAS,False,,23358985,003G0000018f7Z5IAI,0010A000002wPfvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:55:42.000+0000,False,False,0055o000001fOwHAAU,2025-10-28T18:55:42.000+0000,0055o000001fOwHAAU,2025-10-28T18:55:42.000+0000,0055o000001fOwHAAU,2025-10-28T18:55:42.000+0000,(905)329-6616,(905) 329-6616,peter@capital-wealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eItVKYA0,False,,23358667,003G0000018f7COIAY,0010A000002wPGMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:50:41.000+0000,False,False,005OH000002N6huYAC,2025-10-28T18:50:41.000+0000,005OH000002N6huYAC,2025-10-28T18:50:42.000+0000,005OH000002N6huYAC,2025-10-28T18:50:42.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eItwlYAC,False,,23359784,0030A00000B5qYgQAJ,0010A00000Bg96wQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:08:13.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:08:13.000+0000,0050A000001o2WeQAI,2025-10-28T19:08:14.000+0000,0050A000001o2WeQAI,2025-10-28T19:08:14.000+0000,(902)368-8320,,craig.lambe@lambefinancial.com,(902)569-7834,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eIybRYAS,False,,23360457,0030A0000029hxJQAQ,0010A000002w5kCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:18:40.000+0000,False,False,005OH000004pk06YAA,2025-10-28T19:18:40.000+0000,005OH000004pk06YAA,2025-10-28T19:18:40.000+0000,005OH000004pk06YAA,2025-10-28T19:18:40.000+0000,(905)884-6117,(416) 953-2626,dlgfinancialgroup@rogers.com,(905)884-6177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJ2DdYAK,False,,23358380,0030A00000Bn1NHQAZ,0010A00000CNUWFQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:46:30.000+0000,False,False,005OH000002N6huYAC,2025-10-28T18:46:30.000+0000,005OH000002N6huYAC,2025-10-28T18:46:30.000+0000,005OH000002N6huYAC,2025-10-28T18:46:31.000+0000,(819)762-6655,(819) 279-7903,pierre-olivier.perron@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJ3xdYAC,False,,23357329,003OH00000WTcdqYAD,001OH00000dpsRYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:30:19.000+0000,False,False,0050A000000nRKbQAM,2025-10-28T18:30:19.000+0000,0050A000000nRKbQAM,2025-10-28T18:30:19.000+0000,0050A000000nRKbQAM,2025-10-28T18:30:19.000+0000,(647)272-6284,,chopra.anu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000nRKbQAM,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJ5GIYA0,False,,23358136,0035o000007S1Z7AAK,0015o0000088Vu4AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:43:13.000+0000,False,False,0055o000001h4cFAAQ,2025-10-28T18:43:13.000+0000,0055o000001h4cFAAQ,2025-10-28T18:43:13.000+0000,0055o000001h4cFAAQ,2025-10-28T18:43:13.000+0000,(905)328-7677,,chandler@f-w.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJ5eWYAS,False,,23359356,0030A0000029hwIQAQ,0010A000002w5jBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:01:33.000+0000,False,False,005OH000003ds0PYAQ,2025-10-28T19:01:33.000+0000,005OH000003ds0PYAQ,2025-10-28T19:01:33.000+0000,005OH000003ds0PYAQ,2025-10-28T19:01:33.000+0000,(705)840-6999,,dgrannary@assante.com,(705)840-2576,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJ62gYAC,False,,23357777,003G0000018f7raIAA,0010A000002wPxrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:37:31.000+0000,False,False,005G0000002gyDJIAY,2025-10-28T18:37:31.000+0000,005G0000002gyDJIAY,2025-10-28T18:37:31.000+0000,005G0000002gyDJIAY,2025-10-28T18:37:31.000+0000,(306) 934-5540,,ssutton@assante.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJ7LRYA0,False,,23360563,0030A0000029aboQAA,0010A000002vziJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:20:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-28T19:20:19.000+0000,005OH000004oiYEYAY,2025-10-28T19:20:19.000+0000,005OH000004oiYEYAY,2025-10-28T19:20:19.000+0000,(519)770-0007,(647) 278-0008,raj.bale@edwardjones.com,(877)335-0756,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJ7WcYAK,False,,23357754,0030A0000029eS6QAI,0010A000002w2oKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:37:06.000+0000,False,False,0055o000001NWfMAAW,2025-10-28T18:37:06.000+0000,0055o000001NWfMAAW,2025-10-28T18:37:07.000+0000,0055o000001NWfMAAW,2025-10-28T18:37:07.000+0000,(416)841-5822,4168415822,luca@corporatebenefitsdivision.com,(416)749-4567,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJ867YAC,False,,23358163,0035o000004eppTAAQ,0010A000002vtlyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:43:30.000+0000,False,False,005G0000002gyDJIAY,2025-10-28T18:43:30.000+0000,005G0000002gyDJIAY,2025-10-28T18:43:30.000+0000,005G0000002gyDJIAY,2025-10-28T18:43:30.000+0000,,(780) 296-5064,tmfinanciallife@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJ9OkYAK,False,,23358310,003G0000018f7I1IAI,0010A000002wPNHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:45:31.000+0000,False,False,005OH00000AdAzSYAV,2025-10-28T18:45:31.000+0000,005OH00000AdAzSYAV,2025-10-28T18:45:32.000+0000,005OH00000AdAzSYAV,2025-10-28T18:45:32.000+0000,(519)885-5177,(519) 574-6151,melissa@loftwmg.ca,(519)885-9803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJCmPYAW,False,,23358390,003G0000018f7I1IAI,0010A000002wPNHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:46:38.000+0000,False,False,005OH00000AdAzSYAV,2025-10-28T18:46:38.000+0000,005OH00000AdAzSYAV,2025-10-28T18:46:39.000+0000,005OH00000AdAzSYAV,2025-10-28T18:46:39.000+0000,(519)885-5177,(519) 574-6151,melissa@loftwmg.ca,(519)885-9803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJDVdYAO,False,,23360836,0035o000006ON8hAAG,0015o000006tXVoAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:24:40.000+0000,False,False,0055o000001NWfMAAW,2025-10-28T19:24:40.000+0000,0055o000001NWfMAAW,2025-10-28T19:24:40.000+0000,0055o000001NWfMAAW,2025-10-28T19:24:40.000+0000,(647)309-4790,6478776819,jessicachen88689@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJFVnYAO,False,,23359427,003G0000018f6bPIAQ,0010A000002wOYhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:02:32.000+0000,False,False,0055o000001fOwHAAU,2025-10-28T19:02:32.000+0000,0055o000001fOwHAAU,2025-10-28T19:02:32.000+0000,0055o000001fOwHAAU,2025-10-28T19:02:32.000+0000,(416)538-9333,(416) 538-9333,dominic.ierullo@difp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJGWiYAO,False,,23359248,0030A0000029d3dQAA,0010A000002w1dWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T18:59:54.000+0000,False,False,0050A000000nRKbQAM,2025-10-28T18:59:54.000+0000,0050A000000nRKbQAM,2025-10-28T18:59:55.000+0000,0050A000000nRKbQAM,2025-10-28T18:59:55.000+0000,(416)733-4722,(647) 453-8948,ira.micay@ig.ca,(416)733-7741,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000nRKbQAM,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJJO9YAO,False,,23361953,0030A0000029o21QAA,0010A000002wAm8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:42:23.000+0000,False,False,005OH000004oiYEYAY,2025-10-28T19:42:23.000+0000,005OH000004oiYEYAY,2025-10-28T19:42:24.000+0000,005OH000004oiYEYAY,2025-10-28T19:42:24.000+0000,(519)753-7193,,mike@thedaviesmoffatteam.com,(905)574-8995,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJNMrYAO,False,,23359639,0030A0000029hSdQAI,0010A000002w5MbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:06:01.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:06:01.000+0000,0050A000001o2WeQAI,2025-10-28T19:06:02.000+0000,0050A000001o2WeQAI,2025-10-28T19:06:02.000+0000,(506)857-8055,,gilles.belliveau@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJO2rYAG,False,,23360866,0030A0000029nmwQAA,0010A000002wAaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:25:17.000+0000,False,False,0050A000000nRKbQAM,2025-10-28T19:25:17.000+0000,0050A000000nRKbQAM,2025-10-28T19:25:17.000+0000,0050A000000nRKbQAM,2025-10-28T19:25:17.000+0000,(416)292-7229,(416) 662-9988,gina.love@ig.ca,(416)292-7230,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000nRKbQAM,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJO7fYAG,False,,23360895,0035o000003OIN8AAO,0015o0000041HwjAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:25:41.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:25:41.000+0000,0050A000001o2WeQAI,2025-10-28T19:25:41.000+0000,0050A000001o2WeQAI,2025-10-28T19:25:41.000+0000,(902)830-9871,,jaime@insurusco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJRqIYAW,False,,23360201,003OH00000ToyYCYAZ,001OH00000aL1eJYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:14:41.000+0000,False,False,005OH000004oiYEYAY,2025-10-28T19:14:41.000+0000,005OH000004oiYEYAY,2025-10-28T19:14:42.000+0000,005OH000004oiYEYAY,2025-10-28T19:14:42.000+0000,(519)474-9356,,marc.celestini@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJSZRYA4,False,,23360173,0035o000006ON8hAAG,0015o000006tXVoAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:14:14.000+0000,False,False,0055o000001NWfMAAW,2025-10-28T19:14:14.000+0000,0055o000001NWfMAAW,2025-10-28T19:14:14.000+0000,0055o000001NWfMAAW,2025-10-28T19:14:14.000+0000,(647)309-4790,6478776819,jessicachen88689@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJSg1YAG,False,,23363099,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:00:22.000+0000,False,False,005OH000005URvxYAG,2025-10-28T20:00:22.000+0000,005OH000005URvxYAG,2025-10-28T20:00:23.000+0000,005OH000005URvxYAG,2025-10-28T20:00:23.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJSklYAG,False,,23360506,0030A000001ah7EQAQ,0010A000002wN1JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:19:24.000+0000,False,False,0055o000001fOwHAAU,2025-10-28T19:19:24.000+0000,0055o000001fOwHAAU,2025-10-28T19:19:25.000+0000,0055o000001fOwHAAU,2025-10-28T19:19:25.000+0000,(226)339-3673,(226) 339-3673,andrew@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJSuPYAW,False,,23360218,0030A0000029bqKQAQ,0010A000002w0h6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:14:55.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:14:55.000+0000,0050A000001o2WeQAI,2025-10-28T19:14:56.000+0000,0050A000001o2WeQAI,2025-10-28T19:14:56.000+0000,(506)642-8160,(506) 647-9797,rsbryant@nbnet.nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJTX8YAO,False,,23361658,0030A0000029cwUQAQ,0010A000002w1XVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:38:07.000+0000,False,False,005G0000002gxxjIAA,2025-10-28T19:38:07.000+0000,005G0000002gxxjIAA,2025-10-28T19:38:08.000+0000,005G0000002gxxjIAA,2025-10-28T19:38:08.000+0000,(819)762-6655X117,,alexandraracicot@outlook.fr,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJU6cYAG,False,,23360425,003G0000018f7fjIAA,0010A000002wPmIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:18:04.000+0000,False,False,0055o000001fOwHAAU,2025-10-28T19:18:04.000+0000,0055o000001fOwHAAU,2025-10-28T19:18:04.000+0000,0055o000001fOwHAAU,2025-10-28T19:18:04.000+0000,(416)621-8888,(416) 567-0686,dwiltse@thedcigroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJVE0YAO,False,,23361961,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:42:32.000+0000,False,False,005OH000005URvxYAG,2025-10-28T19:42:32.000+0000,005OH000005URvxYAG,2025-10-28T19:42:33.000+0000,005OH000005URvxYAG,2025-10-28T19:42:33.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJVHCYA4,False,,23360780,003G0000018f6rCIAQ,0010A000002wOswQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:23:59.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:23:59.000+0000,0050A000001o2WeQAI,2025-10-28T19:24:00.000+0000,0050A000001o2WeQAI,2025-10-28T19:24:00.000+0000,(709)237-3463,(709) 727-2192,craig@lundriganfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJVViYAO,False,,23361052,0030A0000029m3jQAA,0010A000002w953QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:28:03.000+0000,False,False,005OH000004oiYEYAY,2025-10-28T19:28:03.000+0000,005OH000004oiYEYAY,2025-10-28T19:28:03.000+0000,005OH000004oiYEYAY,2025-10-28T19:28:03.000+0000,(519)476-7977,,larry@winghamfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJVykYAG,False,,23360696,0030A0000029fgoQAA,0010A000002w3oIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:22:39.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:22:39.000+0000,0050A000001o2WeQAI,2025-10-28T19:22:39.000+0000,0050A000001o2WeQAI,2025-10-28T19:22:39.000+0000,(902)377-8002,,groy@affinityfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJZSvYAO,False,,23364122,003OH00000IHPEFYA5,001OH00000MSWgJYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:18:15.000+0000,False,False,005G0000002gxxjIAA,2025-10-28T20:18:15.000+0000,005G0000002gxxjIAA,2025-10-28T20:18:15.000+0000,005G0000002gxxjIAA,2025-10-28T20:18:15.000+0000,(450)275-3733,,kim@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJcTxYAK,False,,23361223,003OH00000Gpr9AYAR,001OH00000Kq5mXYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:31:04.000+0000,False,False,005OH000004oiYEYAY,2025-10-28T19:31:04.000+0000,005OH000004oiYEYAY,2025-10-28T19:31:05.000+0000,005OH000004oiYEYAY,2025-10-28T19:31:05.000+0000,(905)317-9938,,kenold.knight@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJeCTYA0,False,,23362513,0030A0000029ZLYQA2,0010A000002vyeSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:51:17.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:51:17.000+0000,0050A000001o2WeQAI,2025-10-28T19:51:18.000+0000,0050A000001o2WeQAI,2025-10-28T19:51:18.000+0000,(450)973-2333,(902) 759-2356,michael.mackean@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJguAYAS,False,,23362299,0030A0000029c47QAA,0010A000002w0t2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:47:54.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:47:54.000+0000,0050A000001o2WeQAI,2025-10-28T19:47:55.000+0000,0050A000001o2WeQAI,2025-10-28T19:47:55.000+0000,(450)973-2333,(902) 393-6269,peter.mullins@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJjC6YAK,False,,23362019,0030A0000029ntQQAQ,0010A000002wAfiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:43:26.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:43:26.000+0000,0050A000001o2WeQAI,2025-10-28T19:43:26.000+0000,0050A000001o2WeQAI,2025-10-28T19:43:26.000+0000,(450)973-2333,(902) 322-5500,brad.drover@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJjiLYAS,False,,23362064,0030A0000029jNWQAY,0010A000002w6u9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:44:10.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:44:10.000+0000,0050A000001o2WeQAI,2025-10-28T19:44:11.000+0000,0050A000001o2WeQAI,2025-10-28T19:44:11.000+0000,(450)973-2333,(902) 759-1401,craig.mercer@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJjjyYAC,False,,23362101,0030A0000029kSFQAY,0010A000002w7npQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:44:47.000+0000,False,False,0050A000000WjqvQAC,2025-10-28T19:44:47.000+0000,0050A000000WjqvQAC,2025-10-28T19:44:47.000+0000,0050A000000WjqvQAC,2025-10-28T19:44:47.000+0000,(613)732-1694,,yves@royandassociates.ca,(613)732-4681,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJksvYAC,False,,23362187,0030A0000029ekVQAQ,0010A000002w30qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:46:12.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:46:12.000+0000,0050A000001o2WeQAI,2025-10-28T19:46:12.000+0000,0050A000001o2WeQAI,2025-10-28T19:46:12.000+0000,(450)973-2333,(902) 371-0540,david.bown@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJlFYYA0,False,,23363973,003OH00000EJeHvYAL,001OH00000I0L0ZYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:15:40.000+0000,False,False,005OH000005URvxYAG,2025-10-28T20:15:40.000+0000,005OH000005URvxYAG,2025-10-28T20:15:40.000+0000,005OH000005URvxYAG,2025-10-28T20:15:40.000+0000,(780)781-8909,,shrey.kothari@visioncu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJnKYYA0,False,,23362571,003OH00000Cq6btYAB,001OH00000FPgMnYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:52:12.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:52:12.000+0000,0050A000001o2WeQAI,2025-10-28T19:52:13.000+0000,0050A000001o2WeQAI,2025-10-28T19:52:13.000+0000,(902)423-8294,(902) 802-8805,james.mcstay@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJnveYAC,False,,23362727,0035o0000061uevAAA,0015o000006aV2LAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T19:54:37.000+0000,False,False,0050A000001o2WeQAI,2025-10-28T19:54:37.000+0000,0050A000001o2WeQAI,2025-10-28T19:54:37.000+0000,0050A000001o2WeQAI,2025-10-28T19:54:37.000+0000,(902)423-8294,782-414-5423,felicia.niesser@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJo3iYAC,False,,23363686,0030A00000BaSJHQA3,0010A00000CAd0AQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:10:15.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T20:10:15.000+0000,005OH000004Ir1xYAC,2025-10-28T20:10:15.000+0000,005OH000004Ir1xYAC,2025-10-28T20:10:15.000+0000,(403)593-2529,,ryan.scott@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJqyNYAS,False,,23364085,0030A000005x8xRQAQ,0010A000006hfL3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:17:42.000+0000,False,False,005OH000005URvxYAG,2025-10-28T20:17:42.000+0000,005OH000005URvxYAG,2025-10-28T20:17:43.000+0000,005OH000005URvxYAG,2025-10-28T20:17:43.000+0000,(780)980-5492,(780) 679-2220,garet.wood@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJrJOYA0,False,,23364198,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:19:46.000+0000,False,False,005OH000005URvxYAG,2025-10-28T20:19:46.000+0000,005OH000005URvxYAG,2025-10-28T20:19:46.000+0000,005OH000005URvxYAG,2025-10-28T20:19:46.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJw7jYAC,False,,23363720,003OH00000T5JJDYA3,001OH00000ZPgw4YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:10:57.000+0000,False,False,005G0000002gxxjIAA,2025-10-28T20:10:57.000+0000,005G0000002gxxjIAA,2025-10-28T20:10:57.000+0000,005G0000002gxxjIAA,2025-10-28T20:10:57.000+0000,(438)875-6141,,yaoguo.luo@yglfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eJy38YAC,False,,23364615,003OH00000TH7ywYAD,001OH00000ZeUHpYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:27:45.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T20:27:45.000+0000,005OH000004Ir1xYAC,2025-10-28T20:27:45.000+0000,005OH000004Ir1xYAC,2025-10-28T20:27:45.000+0000,(587)436-4013,,gandhi.yuvraj56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eK0zJYAS,False,,23363961,0031600002C7iA8AAJ,0010A000002wN87QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:15:31.000+0000,False,False,0055o000001NWfMAAW,2025-10-28T20:15:31.000+0000,0055o000001NWfMAAW,2025-10-28T20:15:32.000+0000,0055o000001NWfMAAW,2025-10-28T20:15:32.000+0000,(647)860-6226,(647) 860-6226,kenneth@cvfin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eK3U9YAK,False,,23364254,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:20:59.000+0000,False,False,005OH000007fgYjYAI,2025-10-28T20:20:59.000+0000,005OH000007fgYjYAI,2025-10-28T20:21:00.000+0000,005OH000007fgYjYAI,2025-10-28T20:21:00.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eK4I9YAK,False,,23364349,0035o000007brGYAAY,0015o000008IQedAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:23:05.000+0000,False,False,005OH000005URvxYAG,2025-10-28T20:23:05.000+0000,005OH000005URvxYAG,2025-10-28T20:23:05.000+0000,005OH000005URvxYAG,2025-10-28T20:23:05.000+0000,(780)807-4117,,re.rohami@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eK4IIYA0,False,,23366316,003OH00000KGdzfYAD,001OH00000OkS3aYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T21:06:09.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T21:06:09.000+0000,005OH000004Ir1xYAC,2025-10-28T21:06:09.000+0000,005OH000004Ir1xYAC,2025-10-28T21:06:09.000+0000,(587)707-0926,,shamez.m.kassam.insurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eK5XZYA0,False,,23364484,003OH00000R83akYAB,001OH00000WybIXYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:25:32.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T20:25:32.000+0000,005OH000004Ir1xYAC,2025-10-28T20:25:33.000+0000,005OH000004Ir1xYAC,2025-10-28T20:25:33.000+0000,(587)917-8930,,francismorados@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eK6a8YAC,False,,23365156,003OH00000THAdUYAX,001OH00000ZeUI1YAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:38:56.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T20:38:56.000+0000,005OH000004Ir1xYAC,2025-10-28T20:38:57.000+0000,005OH000004Ir1xYAC,2025-10-28T20:38:57.000+0000,(587)938-4249,,mo.ali.salari@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKDdBYAW,False,,23365304,0030A00000CSWcbQAH,0010A00000D3UPoQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T20:42:09.000+0000,False,False,0055o000001NWfMAAW,2025-10-28T20:42:09.000+0000,0055o000001NWfMAAW,2025-10-28T20:42:10.000+0000,0055o000001NWfMAAW,2025-10-28T20:42:10.000+0000,(647)896-8236,(647) 896-8236,ally@arricecai.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKIJZYA4,False,,23367831,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T21:54:20.000+0000,False,False,005OH000005URvxYAG,2025-10-28T21:54:20.000+0000,005OH000005URvxYAG,2025-10-28T21:54:20.000+0000,005OH000005URvxYAG,2025-10-28T21:54:20.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKLcLYAW,False,,23366157,003OH00000KUkOUYA1,001OH00000P0g2oYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T21:01:54.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T21:01:54.000+0000,005OH000004Ir1xYAC,2025-10-28T21:01:54.000+0000,005OH000004Ir1xYAC,2025-10-28T21:01:54.000+0000,(403)360-8095,,barbertheadvisor@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKNMQYA4,False,,23366639,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T21:14:09.000+0000,False,False,0055o000002KxaMAAS,2025-10-28T21:14:09.000+0000,0055o000002KxaMAAS,2025-10-28T21:14:10.000+0000,0055o000002KxaMAAS,2025-10-28T21:14:10.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKOs2YAG,False,,23368557,003G0000018f6WUIAY,0010A000002wOTAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T22:24:02.000+0000,False,False,0055o000002KxaMAAS,2025-10-28T22:24:02.000+0000,0055o000002KxaMAAS,2025-10-28T22:24:03.000+0000,0055o000002KxaMAAS,2025-10-28T22:24:03.000+0000,(780)702-5807X224,,nathan@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKSCPYA4,False,,23366668,003OH00000H69OdYAJ,001OH00000L7pD1YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T21:15:11.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T21:15:11.000+0000,005OH000004Ir1xYAC,2025-10-28T21:15:12.000+0000,005OH000004Ir1xYAC,2025-10-28T21:15:12.000+0000,(587)899-2624,,aletheia.vito@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKZozYAG,False,,23367301,003OH00000N9HIxYAN,001OH00000S5UFHYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T21:35:30.000+0000,False,False,005OH000004Ir1xYAC,2025-10-28T21:35:30.000+0000,005OH000004Ir1xYAC,2025-10-28T21:35:30.000+0000,005OH000004Ir1xYAC,2025-10-28T21:35:30.000+0000,(403)689-2554,,juabus@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKcoUYAS,False,,23368271,003G0000018f73TIAQ,0010A000002wP6nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T22:11:13.000+0000,False,False,0055o000002KxaMAAS,2025-10-28T22:11:13.000+0000,0055o000002KxaMAAS,2025-10-28T22:11:13.000+0000,0055o000002KxaMAAS,2025-10-28T22:11:13.000+0000,(780)440-0733,,andrew@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKlN8YAK,False,,23368448,0030A0000090F8gQAE,0010A000009wadeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T22:19:19.000+0000,False,False,0055o000002KxaMAAS,2025-10-28T22:19:19.000+0000,0055o000002KxaMAAS,2025-10-28T22:19:20.000+0000,0055o000002KxaMAAS,2025-10-28T22:19:20.000+0000,(780)428-8585,(780) 908-1121,shaquille@bqfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKpowYAC,False,,23368804,0030A00000BaC2fQAF,0010A00000CAMYCQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T22:35:55.000+0000,False,False,005OH000002iJPDYA2,2025-10-28T22:35:55.000+0000,005OH000002iJPDYA2,2025-10-28T22:35:55.000+0000,005OH000002iJPDYA2,2025-10-28T22:35:55.000+0000,(778)929-3268,,karenxiao.insurance@monicfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKwf7YAC,False,,23369276,0030A00000BaC2fQAF,0010A00000CAMYCQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T23:02:16.000+0000,False,False,005OH000002iJPDYA2,2025-10-28T23:02:16.000+0000,005OH000002iJPDYA2,2025-10-28T23:02:16.000+0000,005OH000002iJPDYA2,2025-10-28T23:02:16.000+0000,(778)929-3268,,karenxiao.insurance@monicfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eKxo7YAC,False,,23369773,0030A0000029XttQAE,0010A000002vxPlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-28T23:39:35.000+0000,False,False,005OH000002iJPDYA2,2025-10-28T23:39:35.000+0000,005OH000002iJPDYA2,2025-10-28T23:39:36.000+0000,005OH000002iJPDYA2,2025-10-28T23:39:36.000+0000,(604)261-2123,(604) 518-7858,ypchen60111@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,156.0
500OH00000eMLy3YAG,False,,23372840,0030A0000029jb6QAA,0010A000002w75tQAA,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000002DK5fAAG,2025-10-29T13:29:40.000+0000,0055o000002DK5fAAG,2025-11-05T19:56:53.000+0000,0055o000002DK5fAAG,2025-11-05T19:56:53.000+0000,(416)818-1972,,bshah72@gmail.com,(905)829-5516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMP3zYAG,False,,23373191,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,02sOH00000XpZAQYA3,Financial Solutions Centre,financialsolutionscentre@canadalife.com,,,,012OH00000000WHYAY,New,Field Required,Email,,FW: 00370 Roy Fawcett Family Foundation,Medium,"From: SCGF Support <foundation@scgf.ca>
Sent: October 27, 2025 10:36 AM
To: Financial Solutions Centre <FinancialSolutionsCentre@canadalife.com>
Subject: 00370 Roy Fawcett Family Foundation

Hello, Please note we have sent grant letter mail to the advisor but it was returned. Please confirm correct address of the advisor. If you have any questions, please contact us. Best regards, Enock Laplante, Associate Strategic Charitable Giving

Hello,

Please note we have sent grant letter mail to the advisor but it was returned. Please confirm correct address of the advisor.
[cid:fee12d25-483d-46ba-986f-77c5bc702ac2@Image_0_]

If you have any questions, please contact us.

Best regards,

Enock Laplante, Associate
Strategic Charitable Giving Foundation
Mackenzie Investments - IG Wealth Management – Canada Life
180 Queen Street West
Toronto, ON M5V 3K1
1-866-445-6763 (MFC) - 6764 (IG) - 6765 (CL)
1-866-766-6623
E: foundation@scgf.ca[https://mackenzieinvestments.my.salesforce.com/servlet/servlet.ImageServer?oid=00DU0000000JEAI&esid=018OG00000IHkgn&from=ext]",False,,False,False,0055o000002747nAAA,2025-10-29T13:38:51.000+0000,0050A000000HoslQAC,2025-10-30T01:56:16.000+0000,005G0000002h3jmIAA,2025-10-30T01:56:16.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002747nAAA,,,,,,,1.0,0.0,0.0,,False,155.0
500OH00000eMaM1YAK,False,,23375067,0030A0000029mYUQAY,0010A000002w9XtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:21:59.000+0000,False,False,005OH000002N6huYAC,2025-10-29T14:21:59.000+0000,005OH000002N6huYAC,2025-10-29T14:22:00.000+0000,005OH000002N6huYAC,2025-10-29T14:22:00.000+0000,(418)730-1492,,levesqueandree@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMc65YAC,False,,23375585,003G0000018f7wXIAQ,0010A000002wQ2iQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:31:50.000+0000,False,False,005OH00000245ROYAY,2025-10-29T14:31:50.000+0000,005OH00000245ROYAY,2025-10-29T14:31:50.000+0000,005OH00000245ROYAY,2025-10-29T14:31:50.000+0000,(519) 739-2033,,brian.tomsich@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMeNxYAK,False,,23373593,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T13:49:53.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T13:49:53.000+0000,005OH000007fgYjYAI,2025-10-29T13:49:53.000+0000,005OH000007fgYjYAI,2025-10-29T13:49:53.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMeivYAC,False,,23373628,0030A0000029XBOQA2,0010A000002vwpjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T13:50:55.000+0000,False,False,005OH000004oiYEYAY,2025-10-29T13:50:55.000+0000,005OH000004oiYEYAY,2025-10-29T13:50:56.000+0000,005OH000004oiYEYAY,2025-10-29T13:50:56.000+0000,(519)267-3560,,pignatelli@smartsolutions.on.ca,(519)267-3540,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMjM2YAK,False,,23374302,0030A0000029jb6QAA,0010A000002w75tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:05:22.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T14:05:22.000+0000,0055o000002DK5fAAG,2025-10-29T14:05:23.000+0000,0055o000002DK5fAAG,2025-10-29T14:05:23.000+0000,(416)818-1972,,bshah72@gmail.com,(905)829-5516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMmLVYA0,False,,23374215,0030A0000029oKKQAY,0010A000002wAzbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:03:39.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T14:03:39.000+0000,0055o000002DK5fAAG,2025-10-29T14:03:39.000+0000,0055o000002DK5fAAG,2025-10-29T14:03:39.000+0000,(905)732-7556,,andrew.smith@iaprivatewealth.ca,(905)732-0752,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMr0FYAS,False,,23376051,0030A0000029emjQAA,0010A000002w32aQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:39:51.000+0000,False,False,005OH000002N6huYAC,2025-10-29T14:39:51.000+0000,005OH000002N6huYAC,2025-10-29T14:39:51.000+0000,005OH000002N6huYAC,2025-10-29T14:39:51.000+0000,(418)957-7967,,marquis.royspf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMrzaYAC,False,,23375176,0030A0000029ZptQAE,0010A000002vz3xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:24:21.000+0000,False,False,005OH000002N6huYAC,2025-10-29T14:24:21.000+0000,005OH000002N6huYAC,2025-10-29T14:24:22.000+0000,005OH000002N6huYAC,2025-10-29T14:24:22.000+0000,(514)667-6855,,marcel@mtsf.ca,(514)448-0803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMsFhYAK,False,,23374953,0030A0000041wbwQAA,0010A000004nW2RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:19:13.000+0000,False,False,005OH000002N6huYAC,2025-10-29T14:19:13.000+0000,005OH000002N6huYAC,2025-10-29T14:19:14.000+0000,005OH000002N6huYAC,2025-10-29T14:19:14.000+0000,(418)780-6740X1,,jg@gosselingp.com,(418)476-1875,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMsPJYA0,False,,23374727,0030A00000B4TA9QAN,0010A00000Bel1xQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:14:28.000+0000,False,False,0055o000001h4cFAAQ,2025-10-29T14:14:28.000+0000,0055o000001h4cFAAQ,2025-10-29T14:14:29.000+0000,0055o000001h4cFAAQ,2025-10-29T14:14:29.000+0000,(807)472-5938,,tony@blueharbourfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMuz2YAC,False,,23377771,0030A0000029WuYQAU,0010A000002vwZlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:10:08.000+0000,False,False,005OH000002N6huYAC,2025-10-29T15:10:08.000+0000,005OH000002N6huYAC,2025-10-29T15:10:08.000+0000,005OH000002N6huYAC,2025-10-29T15:10:08.000+0000,(450)629-0342X334,,melanie.lafontaine@sfl.qc.ca,(450)629-2238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMvAIYA0,False,,23375024,0030A0000029WlyQAE,0010A000002vwRoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:21:01.000+0000,False,False,005OH000002N6huYAC,2025-10-29T14:21:01.000+0000,005OH000002N6huYAC,2025-10-29T14:21:01.000+0000,005OH000002N6huYAC,2025-10-29T14:21:01.000+0000,(450)240-0112,(514) 894-0740,jacques.labelle@cgocable.ca,(450)240-0113,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMvGjYAK,False,,23374937,0030A0000029l54QAA,0010A000002w8HKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:18:55.000+0000,False,False,005OH000004oiYEYAY,2025-10-29T14:18:55.000+0000,005OH000004oiYEYAY,2025-10-29T14:18:55.000+0000,005OH000004oiYEYAY,2025-10-29T14:18:55.000+0000,(519)735-4500,,aeveritt-wells@assante.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMymaYAC,False,,23377287,0030A0000029aGfQAI,0010A000002vzSFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:02:02.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T15:02:02.000+0000,005OH000003ds0PYAQ,2025-10-29T15:02:02.000+0000,005OH000003ds0PYAQ,2025-10-29T15:02:02.000+0000,(705)687-6528,(705) 790-9951,dmckeag@start.ca,(705)640-0128,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eMz7RYAS,False,,23375237,0030A0000029cccQAA,0010A000002w1HuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:25:34.000+0000,False,False,005OH000002N6huYAC,2025-10-29T14:25:34.000+0000,005OH000002N6huYAC,2025-10-29T14:25:34.000+0000,005OH000002N6huYAC,2025-10-29T14:25:34.000+0000,(418)899-6717,,mrbeaulieu@garonlabrie.ca,(418)899-6887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eN0gDYAS,False,,23375355,0030A0000029hThQAI,0010A000002w5NBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:27:51.000+0000,False,False,005OH000002N6huYAC,2025-10-29T14:27:51.000+0000,005OH000002N6huYAC,2025-10-29T14:27:52.000+0000,005OH000002N6huYAC,2025-10-29T14:27:52.000+0000,(418)547-5512,(418) 550-4382,yves@st-hilaire.qc.ca,(581)222-1755,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eN28YYAS,False,,23377458,0030A0000029VCOQA2,0010A000002vvBRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:04:54.000+0000,False,False,005OH000002N6huYAC,2025-10-29T15:04:54.000+0000,005OH000002N6huYAC,2025-10-29T15:04:54.000+0000,005OH000002N6huYAC,2025-10-29T15:04:54.000+0000,(581)999-3406,,sksecuritefinanciere@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eN3J8YAK,False,,23375901,0030A0000029hjPQAQ,0010A000002w5Z6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:37:22.000+0000,False,False,005OH000002N6huYAC,2025-10-29T14:37:22.000+0000,005OH000002N6huYAC,2025-10-29T14:37:23.000+0000,005OH000002N6huYAC,2025-10-29T14:37:23.000+0000,(581)995-6995,,servicesnancydubreuil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eN5zIYAS,False,,23378013,0030A0000029o7sQAA,0010A000002wAqDQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:14:30.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T15:14:30.000+0000,0055o000002DK5fAAG,2025-10-29T15:14:31.000+0000,0055o000002DK5fAAG,2025-10-29T15:14:31.000+0000,(416)657-2057X2,,pardill@ardillfinancial.com,(905)841-0782,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eN73OYAS,False,,23376313,0035o000004WdYFAA0,0015o0000055bhUAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T14:44:07.000+0000,False,False,005OH000004oiYEYAY,2025-10-29T14:44:07.000+0000,005OH000004oiYEYAY,2025-10-29T14:44:07.000+0000,005OH000004oiYEYAY,2025-10-29T14:44:07.000+0000,(416)316-4474,,dbaggio@goldlinewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNKwhYAG,False,,23378839,003OH000009iPlXYAU,001OH00000BnuzAYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:27:46.000+0000,False,False,005OH000005URvxYAG,2025-10-29T15:27:46.000+0000,005OH000005URvxYAG,2025-10-29T15:27:47.000+0000,005OH000005URvxYAG,2025-10-29T15:27:47.000+0000,(780)932-5351,,mattpearcey@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNKyHYAW,False,,23377253,0030A00000CeKg3QAF,0010A00000DFlsLQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:01:28.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T15:01:28.000+0000,0055o000002DK5fAAG,2025-10-29T15:01:29.000+0000,0055o000002DK5fAAG,2025-10-29T15:01:29.000+0000,(416)496-0999X302,,oksana@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNLZPYA4,False,,23377502,0030A0000029VCOQA2,0010A000002vvBRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:05:39.000+0000,False,False,005OH000002N6huYAC,2025-10-29T15:05:39.000+0000,005OH000002N6huYAC,2025-10-29T15:05:40.000+0000,005OH000002N6huYAC,2025-10-29T15:05:40.000+0000,(581)999-3406,,sksecuritefinanciere@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNNGDYA4,False,,23377446,0030A0000029Z3LQAU,0010A000002vyOQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:04:41.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T15:04:41.000+0000,0055o000002DK5fAAG,2025-10-29T15:04:41.000+0000,0055o000002DK5fAAG,2025-10-29T15:04:41.000+0000,(905)503-1728,,auddis.wong@iaprivatewealth.ca,(905)503-1729,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNNXxYAO,False,,23377470,0030A0000029prbQAA,0010A000002wCDvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:05:09.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T15:05:09.000+0000,005OH000007fgYjYAI,2025-10-29T15:05:10.000+0000,005OH000007fgYjYAI,2025-10-29T15:05:10.000+0000,(450)973-2333,,michel.poulin@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNO5vYAG,False,,23379557,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:38:55.000+0000,False,False,005OH000005URvxYAG,2025-10-29T15:38:55.000+0000,005OH000005URvxYAG,2025-10-29T15:38:55.000+0000,005OH000005URvxYAG,2025-10-29T15:38:55.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNO7VYAW,False,,23378265,003OH000001eZWPYA2,001OH0000020TVbYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:18:23.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T15:18:23.000+0000,005OH000003ds0PYAQ,2025-10-29T15:18:24.000+0000,005OH000003ds0PYAQ,2025-10-29T15:18:24.000+0000,(705)593-2696X623,,jenna@ghsret.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNPmfYAG,False,,23377706,0030A0000029jbSQAQ,0010A000002w76FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:08:51.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T15:08:51.000+0000,005OH000003ds0PYAQ,2025-10-29T15:08:52.000+0000,005OH000003ds0PYAQ,2025-10-29T15:08:52.000+0000,(705)759-9191,x111,david@northstarbrokersinc.com,(705)759-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNRVDYA4,False,,23379505,0030A0000029eHDQAY,0010A000002w2g1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:38:10.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T15:38:10.000+0000,005OH000003ds0PYAQ,2025-10-29T15:38:10.000+0000,005OH000003ds0PYAQ,2025-10-29T15:38:10.000+0000,(705)251-3000,,randy.morano@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNUnyYAG,False,,23378719,0030A0000029j1EQAQ,0010A000002w6b9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:25:49.000+0000,False,False,005G0000002gxxjIAA,2025-10-29T15:25:49.000+0000,005G0000002gxxjIAA,2025-10-29T15:25:50.000+0000,005G0000002gxxjIAA,2025-10-29T15:25:50.000+0000,(514)586-5029,,isabelle.st-jean@torrus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNVFNYA4,False,,23378221,0030A0000029pfbQAA,0010A000002wC46QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:17:51.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T15:17:51.000+0000,005OH000003ds0PYAQ,2025-10-29T15:17:51.000+0000,005OH000003ds0PYAQ,2025-10-29T15:17:51.000+0000,(647)922-9057,,catherine.macrae@outlook.com,(905)695-0848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNWWPYA4,False,,23378351,0030A00000BSNySQAX,0010A00000C2XebQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:19:45.000+0000,False,False,005G0000002gxxjIAA,2025-10-29T15:19:45.000+0000,005G0000002gxxjIAA,2025-10-29T15:19:46.000+0000,005G0000002gxxjIAA,2025-10-29T15:19:46.000+0000,(514)500-6003,(514) 473-6333,ereny.bishara@bisharainsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNWZhYAO,False,,23382845,0030A0000029XYLQA2,0010A000002vx6JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:34:44.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T16:34:44.000+0000,0055o000002DK5fAAG,2025-10-29T16:34:44.000+0000,0055o000002DK5fAAG,2025-10-29T16:34:44.000+0000,(905)334-9454,,adam.tenaschuk@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNXVjYAO,False,,23378906,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:28:52.000+0000,False,False,005OH000005URvxYAG,2025-10-29T15:28:52.000+0000,005OH000005URvxYAG,2025-10-29T15:28:52.000+0000,005OH000005URvxYAG,2025-10-29T15:28:52.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNbpTYAS,False,,23379075,0030A0000029cZPQAY,0010A000002w1FuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:31:24.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T15:31:24.000+0000,005OH000003ds0PYAQ,2025-10-29T15:31:25.000+0000,005OH000003ds0PYAQ,2025-10-29T15:31:25.000+0000,(705)521-1444,,dpoeta@assante.com,(705)521-1450,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNbuJYAS,False,,23379849,0030A0000029cnyQAA,0010A000002w1QCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:43:41.000+0000,False,False,005OH000004oiYEYAY,2025-10-29T15:43:41.000+0000,005OH000004oiYEYAY,2025-10-29T15:43:42.000+0000,005OH000004oiYEYAY,2025-10-29T15:43:42.000+0000,(519)463-6363,,scott@detourcapital.ca,(519)463-6312,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNcbsYAC,False,,23380439,0030A0000029isXQAQ,0010A000002w6UTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:53:13.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T15:53:13.000+0000,005OH000003ds0PYAQ,2025-10-29T15:53:14.000+0000,005OH000003ds0PYAQ,2025-10-29T15:53:14.000+0000,(705)707-2110,,dschmidt@assante.com,(705)840-2576,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNclVYAS,False,,23378884,0030A0000029prbQAA,0010A000002wCDvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:28:26.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T15:28:26.000+0000,005OH000007fgYjYAI,2025-10-29T15:28:27.000+0000,005OH000007fgYjYAI,2025-10-29T15:28:27.000+0000,(450)973-2333,,michel.poulin@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNfEjYAK,False,,23379155,0030A0000029ZqPQAU,0010A000002vz4OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:32:42.000+0000,False,False,0055o000001NWfMAAW,2025-10-29T15:32:42.000+0000,0055o000001NWfMAAW,2025-10-29T15:32:43.000+0000,0055o000001NWfMAAW,2025-10-29T15:32:43.000+0000,(647)588-3509,,sjcaddie@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNgAoYAK,False,,23381449,0030A0000029mlvQAA,0010A000002w9jeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:11:12.000+0000,False,False,0050A000001o2WeQAI,2025-10-29T16:11:12.000+0000,0050A000001o2WeQAI,2025-10-29T16:11:13.000+0000,0050A000001o2WeQAI,2025-10-29T16:11:13.000+0000,(709)758-8278,,gdonahue@crosbiejob.com,(709)739-7540,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNh6sYAC,False,,23381284,0030A0000029V9XQAU,0010A000002vv9wQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:08:01.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T16:08:01.000+0000,0055o000002DK5fAAG,2025-10-29T16:08:02.000+0000,0055o000002DK5fAAG,2025-10-29T16:08:02.000+0000,(905)420-3611,,alwin.fearon@ipcsecurities.com,(905)420-4413,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNhhxYAC,False,,23379367,0030A000002DXEaQAO,0010A00000305MJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:36:06.000+0000,False,False,005G0000002gxxjIAA,2025-10-29T15:36:06.000+0000,005G0000002gxxjIAA,2025-10-29T15:36:06.000+0000,005G0000002gxxjIAA,2025-10-29T15:36:06.000+0000,(514)715-8923,,ghita.elbiyaali@cabn.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNi7lYAC,False,,23379418,0030A0000029bs0QAA,0010A000002w0iXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:36:46.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T15:36:46.000+0000,005OH000007fgYjYAI,2025-10-29T15:36:46.000+0000,005OH000007fgYjYAI,2025-10-29T15:36:46.000+0000,(514)354-8883,,simon.parent@parentblouin.com,(514)354-2112,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNjv3YAC,False,,23379597,003OH00000WTcdpYAD,001OH00000dpsRXYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:39:39.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T15:39:39.000+0000,005OH000007fgYjYAI,2025-10-29T15:39:39.000+0000,005OH000007fgYjYAI,2025-10-29T15:39:39.000+0000,(438)466-2512,,info@luclachapelle.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNkWBYA0,False,,23380883,003OH00000W6fXcYAJ,001OH00000dFpzvYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:00:54.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T16:00:54.000+0000,005OH000007fgYjYAI,2025-10-29T16:00:54.000+0000,005OH000007fgYjYAI,2025-10-29T16:00:54.000+0000,(514)589-1192,,dreamgoalachieve@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNn4FYAS,False,,23380640,003G0000018f6ZCIAY,0010A000002wOWHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:56:40.000+0000,False,False,0055o000002KxaMAAS,2025-10-29T15:56:40.000+0000,0055o000002KxaMAAS,2025-10-29T15:56:40.000+0000,0055o000002KxaMAAS,2025-10-29T15:56:40.000+0000,(403)329-4209,(403) 382-8158,tom@pricefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNorVYAS,False,,23380122,003OH00000WA80OYAT,001OH00000dL2WnYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:48:21.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T15:48:21.000+0000,005OH000007fgYjYAI,2025-10-29T15:48:22.000+0000,005OH000007fgYjYAI,2025-10-29T15:48:22.000+0000,(514)743-7950,,martine.lalonde27@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNp4RYAS,False,,23381074,003OH00000WGaI1YAL,001OH00000dV4YoYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:03:57.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T16:03:57.000+0000,005OH000007fgYjYAI,2025-10-29T16:03:58.000+0000,005OH000007fgYjYAI,2025-10-29T16:03:58.000+0000,(514)638-8586,,baji.tshiamala@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNpMBYA0,False,,23381100,003OH00000W6fXdYAJ,001OH00000dFpzwYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:04:28.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T16:04:28.000+0000,005OH000007fgYjYAI,2025-10-29T16:04:28.000+0000,005OH000007fgYjYAI,2025-10-29T16:04:28.000+0000,(514)346-5609,,sgrondin@growtheco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNqwaYAC,False,,23381346,003OH00000WPmK8YAL,001OH00000dipi6YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:09:20.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T16:09:20.000+0000,005OH000007fgYjYAI,2025-10-29T16:09:21.000+0000,005OH000007fgYjYAI,2025-10-29T16:09:21.000+0000,(418)317-5395,,eric@plantesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNrzDYAS,False,,23383064,0030A0000029adsQAA,0010A000002vzjeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:38:08.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T16:38:08.000+0000,0055o000002DK5fAAG,2025-10-29T16:38:08.000+0000,0055o000002DK5fAAG,2025-10-29T16:38:08.000+0000,(647)453-5839,,erin.blair@iaprivatewealth.ca,(186)633-4534,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNuLpYAK,False,,23380744,0030A0000029n2HQAQ,0010A000002w9wrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T15:58:26.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T15:58:26.000+0000,005OH000003ds0PYAQ,2025-10-29T15:58:26.000+0000,005OH000003ds0PYAQ,2025-10-29T15:58:26.000+0000,(705)222-5289,,dszwec@vianet.ca,(705)222-5288,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNv6dYAC,False,,23381533,0030A000002E0XHQA0,0010A0000030YqcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:12:31.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T16:12:31.000+0000,0055o000002DK5fAAG,2025-10-29T16:12:31.000+0000,0055o000002DK5fAAG,2025-10-29T16:12:31.000+0000,(833)205-1725,,daniel.johnstone@ipcc.ca,(844)754-7237,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNw4HYAS,False,,23380906,0030A0000029nMeQAI,0010A000002wAFSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:01:20.000+0000,False,False,0050A000000nRKbQAM,2025-10-29T16:01:20.000+0000,0050A000000nRKbQAM,2025-10-29T16:01:20.000+0000,0050A000000nRKbQAM,2025-10-29T16:01:20.000+0000,(416)419-5130,,neptunegdansk@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000nRKbQAM,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNw4QYAS,False,,23384265,003OH00000WA80MYAT,001OH00000dL2WkYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:58:24.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T16:58:24.000+0000,005OH000007fgYjYAI,2025-10-29T16:58:24.000+0000,005OH000007fgYjYAI,2025-10-29T16:58:24.000+0000,(418)254-2822,,mathieu.b.rochette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNwvVYAS,False,,23380984,0030A0000029kQIQAY,0010A000002w7lvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:02:32.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T16:02:32.000+0000,005OH000007fgYjYAI,2025-10-29T16:02:32.000+0000,005OH000007fgYjYAI,2025-10-29T16:02:32.000+0000,(514)773-4312,,mbouffard@bblconseils.com,(514)990-0129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNyPYYA0,False,,23385705,0030A0000029YNCQA2,0010A000002vxojQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:22:20.000+0000,False,False,005OH000002N6huYAC,2025-10-29T17:22:20.000+0000,005OH000002N6huYAC,2025-10-29T17:22:21.000+0000,005OH000002N6huYAC,2025-10-29T17:22:21.000+0000,(418)624-9777,,mathieu@atlasgp.ca,(418)622-3939,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eNz70YAC,False,,23381399,0030A0000029VI0QAM,0010A000002vvEjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:10:15.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T16:10:15.000+0000,0055o000002DK5fAAG,2025-10-29T16:10:15.000+0000,0055o000002DK5fAAG,2025-10-29T16:10:15.000+0000,(416)234-8055,4169301634,rwright@mwfi.ca,(416)234-8067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eO4D7YAK,False,,23381678,0030A000002E0XHQA0,0010A0000030YqcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:15:28.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T16:15:28.000+0000,0055o000002DK5fAAG,2025-10-29T16:15:28.000+0000,0055o000002DK5fAAG,2025-10-29T16:15:28.000+0000,(833)205-1725,,daniel.johnstone@ipcc.ca,(844)754-7237,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eO4oDYAS,False,,23381728,0030A0000029esXQAQ,0010A000002w37LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:16:26.000+0000,False,False,005G0000002gxxjIAA,2025-10-29T16:16:26.000+0000,005G0000002gxxjIAA,2025-10-29T16:16:27.000+0000,005G0000002gxxjIAA,2025-10-29T16:16:27.000+0000,(450)668-9406X232,,echarbonneau@groupestrategia.com,(450)668-8152,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eO5CSYA0,False,,23382747,0030A0000081n5OQAQ,0010A000008uHWzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:33:15.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T16:33:15.000+0000,0055o000002DK5fAAG,2025-10-29T16:33:15.000+0000,0055o000002DK5fAAG,2025-10-29T16:33:15.000+0000,(416)388-6357,,ricardo.ardiles@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eO7HVYA0,False,,23383965,0031600002G7TxKAAV,0010A000002wNGnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:53:14.000+0000,False,False,0050A000000WjqvQAC,2025-10-29T16:53:14.000+0000,0050A000000WjqvQAC,2025-10-29T16:53:14.000+0000,0050A000000WjqvQAC,2025-10-29T16:53:14.000+0000,(613) 232-4577x105,,asaint@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eO8jmYAC,False,,23382506,0030A0000029Za3QAE,0010A000002vypFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:28:40.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T16:28:40.000+0000,0055o000002DK5fAAG,2025-10-29T16:28:40.000+0000,0055o000002DK5fAAG,2025-10-29T16:28:40.000+0000,(519)376-0095,,david.johnstone@ipcsecurities.com,(519)376-2978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOFQIYA4,False,,23383098,003G0000018f7SHIAY,0010A000002wPYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:38:42.000+0000,False,False,0055o000002KxaMAAS,2025-10-29T16:38:42.000+0000,0055o000002KxaMAAS,2025-10-29T16:38:43.000+0000,0055o000002KxaMAAS,2025-10-29T16:38:43.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOHDaYAO,False,,23382980,0030A0000029d06QAA,0010A000002w1adQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:36:50.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T16:36:50.000+0000,0055o000002DK5fAAG,2025-10-29T16:36:50.000+0000,0055o000002DK5fAAG,2025-10-29T16:36:50.000+0000,(647)225-4690,,debbie.mendelson@iaprivatewealth.ca,(647)225-4690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOHS9YAO,False,,23385823,0030A0000029jeuQAA,0010A000002w78eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:24:17.000+0000,False,False,005OH000002N6huYAC,2025-10-29T17:24:17.000+0000,005OH000002N6huYAC,2025-10-29T17:24:18.000+0000,005OH000002N6huYAC,2025-10-29T17:24:18.000+0000,(418)933-2553,,veronique.a.levesque@sfl.ca,(418)658-1493,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOKRgYAO,False,,23384851,0030A0000029j9vQAA,0010A000002w6iOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:08:16.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T17:08:16.000+0000,005OH000003ds0PYAQ,2025-10-29T17:08:17.000+0000,005OH000003ds0PYAQ,2025-10-29T17:08:17.000+0000,(613)507-5433,6134844864,dawn@5foldfinancialservices.ca,(613)384-9355,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOKkvYAG,False,,23383354,0030A0000029XnbQAE,0010A000002vxJxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:43:21.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T16:43:21.000+0000,0055o000002DK5fAAG,2025-10-29T16:43:21.000+0000,0055o000002DK5fAAG,2025-10-29T16:43:21.000+0000,(416)510-1565,,mike.zuzek@iaprivatewealth.ca,(416)510-1011,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eON1GYAW,False,,23383630,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T16:48:05.000+0000,False,False,0055o000002KxaMAAS,2025-10-29T16:48:05.000+0000,0055o000002KxaMAAS,2025-10-29T16:48:05.000+0000,0055o000002KxaMAAS,2025-10-29T16:48:05.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOPvxYAG,False,,23385912,0030A0000029plBQAQ,0010A000002wC8YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:25:45.000+0000,False,False,005OH000002N6huYAC,2025-10-29T17:25:45.000+0000,005OH000002N6huYAC,2025-10-29T17:25:45.000+0000,005OH000002N6huYAC,2025-10-29T17:25:45.000+0000,(450)348-3844,1-514-892-3844,s.thibodeau@groupeccj.com,(450)347-9276,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOQvCYAW,False,,23384814,0030A0000029W4ZQAU,0010A000002vvv7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:07:38.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T17:07:38.000+0000,005OH000003ds0PYAQ,2025-10-29T17:07:38.000+0000,005OH000003ds0PYAQ,2025-10-29T17:07:38.000+0000,(705)848-7245,(705) 862-2553,david.wagler@edwardjones.com,(866)708-0201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOWXZYA4,False,,23384617,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:04:16.000+0000,False,False,0055o000002KxaMAAS,2025-10-29T17:04:16.000+0000,0055o000002KxaMAAS,2025-10-29T17:04:17.000+0000,0055o000002KxaMAAS,2025-10-29T17:04:17.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOY6LYAW,False,,23384782,0030A0000029W4ZQAU,0010A000002vvv7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:06:57.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T17:06:57.000+0000,005OH000003ds0PYAQ,2025-10-29T17:06:57.000+0000,005OH000003ds0PYAQ,2025-10-29T17:06:57.000+0000,(705)848-7245,(705) 862-2553,david.wagler@edwardjones.com,(866)708-0201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOZgnYAG,False,,23386490,0030A0000029iGyQAI,0010A000002w61NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:34:56.000+0000,False,False,005OH000002N6huYAC,2025-10-29T17:34:56.000+0000,005OH000002N6huYAC,2025-10-29T17:34:56.000+0000,005OH000002N6huYAC,2025-10-29T17:34:56.000+0000,(450)561-4033,,mgoudreau@multi-prets.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOZotYAG,False,,23387925,0030A0000029V64QAE,0010A000002vv7gQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:59:07.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T17:59:07.000+0000,005OH000004Ir1xYAC,2025-10-29T17:59:07.000+0000,005OH000004Ir1xYAC,2025-10-29T17:59:07.000+0000,(403)691-9779,,fedelapaz99@outlook.com,(403)691-9779,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOazPYAS,False,,23386044,0030A0000029jloQAA,0010A000002w7DwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:27:56.000+0000,False,False,005OH000002N6huYAC,2025-10-29T17:27:56.000+0000,005OH000002N6huYAC,2025-10-29T17:27:56.000+0000,005OH000002N6huYAC,2025-10-29T17:27:56.000+0000,(819)566-7886,,jlach@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOf9UYAS,False,,23387781,0030A0000029bvLQAQ,0010A000002w0lEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:56:18.000+0000,False,False,005OH000005URvxYAG,2025-10-29T17:56:18.000+0000,005OH000005URvxYAG,2025-10-29T17:56:18.000+0000,005OH000005URvxYAG,2025-10-29T17:56:18.000+0000,(519)943-3981,,corey@wealthable.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOgQUYA0,False,,23386794,003OH00000QGZ1NYAX,001OH00000VxLpvYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:40:03.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T17:40:03.000+0000,005OH000007fgYjYAI,2025-10-29T17:40:03.000+0000,005OH000007fgYjYAI,2025-10-29T17:40:03.000+0000,(438)496-5080,,emilie.dionne@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOiTuYAK,False,,23386163,0030A0000029kozQAA,0010A000002w84dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:29:38.000+0000,False,False,005OH000002iJPDYA2,2025-10-29T17:29:38.000+0000,005OH000002iJPDYA2,2025-10-29T17:29:38.000+0000,005OH000002iJPDYA2,2025-10-29T17:29:38.000+0000,(604)828-1999,(604) 828-1999,univisionfs@gmail.com,(604)828-1598,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOjzUYAS,False,,23386227,0030A0000029Z3FQAU,0010A000002vyOKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:30:48.000+0000,False,False,005OH000002N6huYAC,2025-10-29T17:30:48.000+0000,005OH000002N6huYAC,2025-10-29T17:30:48.000+0000,005OH000002N6huYAC,2025-10-29T17:30:48.000+0000,(450)465-3233,,jean-francois.blais@sfdblais.com,(514)316-6614,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOmMDYA0,False,,23386278,0030A0000029kozQAA,0010A000002w84dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:31:42.000+0000,False,False,005OH000002iJPDYA2,2025-10-29T17:31:42.000+0000,005OH000002iJPDYA2,2025-10-29T17:31:42.000+0000,005OH000002iJPDYA2,2025-10-29T17:31:42.000+0000,(604)828-1999,(604) 828-1999,univisionfs@gmail.com,(604)828-1598,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOmviYAC,False,,23386416,0035o0000060L1WAAU,0015o000006YBZoAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:33:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T17:33:39.000+0000,005OH000004Ir1xYAC,2025-10-29T17:33:40.000+0000,005OH000004Ir1xYAC,2025-10-29T17:33:40.000+0000,(587)229-3681,,thomas.carrozier@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOn8fYAC,False,,23391670,003G0000018f6ooIAA,0010A000002wOqYQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:58:30.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T18:58:30.000+0000,0050A000000Hq5PQAS,2025-10-29T18:58:30.000+0000,0050A000000Hq5PQAS,2025-10-29T18:58:30.000+0000,(905)877-9997,,david@northshorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOnmvYAC,False,,23386422,003G0000018f7PGIAY,0010A000002wPVgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:33:43.000+0000,False,False,005G0000002gxxjIAA,2025-10-29T17:33:43.000+0000,005G0000002gxxjIAA,2025-10-29T17:33:44.000+0000,005G0000002gxxjIAA,2025-10-29T17:33:44.000+0000,(514) 773-0461,(514) 773-0461,daniel.lanthier@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOqRUYA0,False,,23387869,003OH00000GEwMQYA1,001OH00000KAVghYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:58:11.000+0000,False,False,005OH000005URvxYAG,2025-10-29T17:58:11.000+0000,005OH000005URvxYAG,2025-10-29T17:58:11.000+0000,005OH000005URvxYAG,2025-10-29T17:58:11.000+0000,(780)893-2929,,michaelwojcicki@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOqfxYAC,False,,23386722,0035o000004VrzrAAC,0015o0000054s9gAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:38:48.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T17:38:48.000+0000,005OH000004Ir1xYAC,2025-10-29T17:38:48.000+0000,005OH000004Ir1xYAC,2025-10-29T17:38:48.000+0000,(403)835-1747,,misfinanzasconyenny@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOqkrYAC,False,,23388453,0030A0000029f06QAA,0010A000002w3EGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:07:38.000+0000,False,False,005OH000004oiYEYAY,2025-10-29T18:07:38.000+0000,005OH000004oiYEYAY,2025-10-29T18:07:38.000+0000,005OH000004oiYEYAY,2025-10-29T18:07:38.000+0000,(519)539-2076,,dwilton@ipcc.org,(519)539-8725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOr5oYAC,False,,23388548,0030A0000029iDZQAY,0010A000002w5yNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:09:22.000+0000,False,False,005OH000002N6huYAC,2025-10-29T18:09:22.000+0000,005OH000002N6huYAC,2025-10-29T18:09:22.000+0000,005OH000002N6huYAC,2025-10-29T18:09:22.000+0000,(819)829-2225,8194326230,info@katialalancette.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOrIgYAK,False,,23387091,003OH00000SL8aLYAT,001OH00000YUjKLYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:44:50.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T17:44:50.000+0000,005OH000007fgYjYAI,2025-10-29T17:44:50.000+0000,005OH000007fgYjYAI,2025-10-29T17:44:50.000+0000,(581)986-5815,,olivierbelanger@conseillerbgvf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOs3SYAS,False,,23387097,0030A0000029nw3QAA,0010A000002wAhcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:45:03.000+0000,False,False,005OH000005URvxYAG,2025-10-29T17:45:03.000+0000,005OH000005URvxYAG,2025-10-29T17:45:03.000+0000,005OH000005URvxYAG,2025-10-29T17:45:03.000+0000,(780)990-7248,,dschumacher@abacuswm.com,(780)989-2750,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOs54YAC,False,,23387137,0030A0000029V5UQAU,0010A000002vv7LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:45:33.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T17:45:33.000+0000,005OH000004Ir1xYAC,2025-10-29T17:45:33.000+0000,005OH000004Ir1xYAC,2025-10-29T17:45:33.000+0000,(403)265-9770,,griersond@shaw.ca,(403)451-6707,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOwS2YAK,False,,23387401,0030A0000029mRcQAI,0010A000002w9RQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:49:45.000+0000,False,False,005OH000005URvxYAG,2025-10-29T17:49:45.000+0000,005OH000005URvxYAG,2025-10-29T17:49:46.000+0000,005OH000005URvxYAG,2025-10-29T17:49:46.000+0000,(780)408-3633,(780) 914-2216,craigbrenzan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOwgXYAS,False,,23387310,0030A0000029VI0QAM,0010A000002vvEjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:48:17.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T17:48:17.000+0000,0055o000002DK5fAAG,2025-10-29T17:48:17.000+0000,0055o000002DK5fAAG,2025-10-29T17:48:17.000+0000,(416)234-8055,4169301634,rwright@mwfi.ca,(416)234-8067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eOyNOYA0,False,,23387681,003OH000004AxPVYA0,001OH000005H1xiYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T17:54:40.000+0000,False,False,005OH000005URvxYAG,2025-10-29T17:54:40.000+0000,005OH000005URvxYAG,2025-10-29T17:54:40.000+0000,005OH000005URvxYAG,2025-10-29T17:54:40.000+0000,(780)868-9225,,comoth@paradigmshiftfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eP1LHYA0,False,,23388372,0030A0000029nRsQAI,0010A000002wAJEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:06:22.000+0000,False,False,0050A000001o2WeQAI,2025-10-29T18:06:22.000+0000,0050A000001o2WeQAI,2025-10-29T18:06:23.000+0000,0050A000001o2WeQAI,2025-10-29T18:06:23.000+0000,(709)489-5654,709-486-0632,rodpower46@hotmail.com,(709)489-4902,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eP49SYAS,False,,23388011,003OH000008tnQ6YAI,0010A000002vtoUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:00:42.000+0000,False,False,005OH000005URvxYAG,2025-10-29T18:00:42.000+0000,005OH000005URvxYAG,2025-10-29T18:00:42.000+0000,005OH000005URvxYAG,2025-10-29T18:00:42.000+0000,,(780) 218-6606,danielmcmullen@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eP6mLYAS,False,,23388276,0030A0000029nRsQAI,0010A000002wAJEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:04:51.000+0000,False,False,0050A000001o2WeQAI,2025-10-29T18:04:51.000+0000,0050A000001o2WeQAI,2025-10-29T18:04:51.000+0000,0050A000001o2WeQAI,2025-10-29T18:04:51.000+0000,(709)489-5654,709-486-0632,rodpower46@hotmail.com,(709)489-4902,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eP9x8YAC,False,,23388710,0030A0000029XYLQA2,0010A000002vx6JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:11:58.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T18:11:58.000+0000,0055o000002DK5fAAG,2025-10-29T18:11:58.000+0000,0055o000002DK5fAAG,2025-10-29T18:11:58.000+0000,(905)334-9454,,adam.tenaschuk@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePB1GYAW,False,,23388698,003OH00000LusUfYAJ,001OH00000QeLa5YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:11:45.000+0000,False,False,0050A000001o2WeQAI,2025-10-29T18:11:45.000+0000,0050A000001o2WeQAI,2025-10-29T18:11:46.000+0000,0050A000001o2WeQAI,2025-10-29T18:11:46.000+0000,(902)631-0554,,rene@bretonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePEVNYA4,False,,23388998,0030A0000029jK7QAI,0010A000002w6rJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:16:50.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T18:16:50.000+0000,0055o000002DK5fAAG,2025-10-29T18:16:50.000+0000,0055o000002DK5fAAG,2025-10-29T18:16:50.000+0000,(905)830-3690,,geoff.macpherson@edwardjones.com,(866)641-0330,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePGVZYA4,False,,23389186,0030A0000029ZfNQAU,0010A000002vyuFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:20:03.000+0000,False,False,0055o000002DK5fAAG,2025-10-29T18:20:03.000+0000,0055o000002DK5fAAG,2025-10-29T18:20:04.000+0000,0055o000002DK5fAAG,2025-10-29T18:20:04.000+0000,(416)412-8015,,patrick.wong@iaprivatewealth.ca,(416)291-3841,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePIqnYAG,False,,23390807,003G0000018f6RVIAY,0010A000002wONqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:44:58.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T18:44:58.000+0000,0050A000000Hq5PQAS,2025-10-29T18:44:58.000+0000,0050A000000Hq5PQAS,2025-10-29T18:44:58.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePOGIYA4,False,,23391131,0031600002ISj8dAAD,0010A000002wNMeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-10-29T18:55:12.000+0000,False,False,005OH000006uYs7YAE,2025-10-29T18:50:12.000+0000,005OH000006uYs7YAE,2025-10-29T18:55:12.000+0000,005OH000006uYs7YAE,2025-10-29T18:55:12.000+0000,(514)993-5460,(514) 993-5460,weiwei@twlfinancialplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYs7YAE,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePOksYAG,False,,23390989,0030A0000029VlOQAU,0010A000002vvdSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:47:43.000+0000,False,False,005OH00000AdAzSYAV,2025-10-29T18:47:43.000+0000,005OH00000AdAzSYAV,2025-10-29T18:47:44.000+0000,005OH00000AdAzSYAV,2025-10-29T18:47:44.000+0000,(705)445-5628,705-443-9093,greg@finctr.ca,(705)445-8555,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePPLxYAO,False,,23390100,0030A0000029cwAQAQ,0010A000002w1XBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:34:25.000+0000,False,False,0050A000000WjqvQAC,2025-10-29T18:34:25.000+0000,0050A000000WjqvQAC,2025-10-29T18:34:26.000+0000,0050A000000WjqvQAC,2025-10-29T18:34:26.000+0000,(613)274-2610X331,(613) 983-6464,jason.manor@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePRijYAG,False,,23390372,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:38:33.000+0000,False,False,0050A000000WjqvQAC,2025-10-29T18:38:33.000+0000,0050A000000WjqvQAC,2025-10-29T18:38:33.000+0000,0050A000000WjqvQAC,2025-10-29T18:38:33.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePU5VYAW,False,,23390633,003G0000018f6RVIAY,0010A000002wONqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:42:35.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T18:42:35.000+0000,0050A000000Hq5PQAS,2025-10-29T18:42:35.000+0000,0050A000000Hq5PQAS,2025-10-29T18:42:35.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePVMYYA4,False,,23391005,003G0000018f6fHIAQ,0010A000002wOdJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T18:47:57.000+0000,False,False,005G0000002gxxjIAA,2025-10-29T18:47:57.000+0000,005G0000002gxxjIAA,2025-10-29T18:47:57.000+0000,005G0000002gxxjIAA,2025-10-29T18:47:57.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePccZYAS,False,,23392615,003G0000018f6rHIAQ,0010A000002wOt1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:14:50.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T19:14:50.000+0000,0050A000000Hq5PQAS,2025-10-29T19:14:50.000+0000,0050A000000Hq5PQAS,2025-10-29T19:14:50.000+0000,(416)894-7347,(416) 894-7347,tomas@tolifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePd2QYAS,False,,23393241,0030A0000029VxVQAU,0010A000002vvoSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:24:50.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T19:24:50.000+0000,005OH000004Ir1xYAC,2025-10-29T19:24:51.000+0000,005OH000004Ir1xYAC,2025-10-29T19:24:51.000+0000,(403)529-6488,,rzubrecki@rowanfinancial.ca,(403)529-6490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePeb7YAC,False,,23391793,003G0000018f71fIAA,0010A000002wP4zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:00:41.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T19:00:41.000+0000,0050A000000Hq5PQAS,2025-10-29T19:00:41.000+0000,0050A000000Hq5PQAS,2025-10-29T19:00:41.000+0000,(905)623-0443,(905) 442-8732,larry.gilks@bowmanvillefinancialadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePfDtYAK,False,,23393786,0030A0000029VtLQAU,0010A000002vvkhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:33:34.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T19:33:34.000+0000,005OH000004Ir1xYAC,2025-10-29T19:33:35.000+0000,005OH000004Ir1xYAC,2025-10-29T19:33:35.000+0000,(403)998-1593,,aaron@aaroncarriere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePfFRYA0,False,,23391853,003G000001veLuUIAU,0010A000002wT4CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:01:55.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T19:01:55.000+0000,0050A000000Hq5PQAS,2025-10-29T19:01:56.000+0000,0050A000000Hq5PQAS,2025-10-29T19:01:56.000+0000,(905)999-9791,(905) 999-9791,christopher.stoyko@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePfydYAC,False,,23392921,0030A000006YfV0QAK,0010A000007Jv1dQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:19:30.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T19:19:30.000+0000,0050A000000Hq5PQAS,2025-10-29T19:19:30.000+0000,0050A000000Hq5PQAS,2025-10-29T19:19:30.000+0000,(416)475-5926,(416) 475-5926,joe@filicefinancial.com,(416)475-5926,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePhCPYA0,False,,23392048,003G0000018f6jwIAA,0010A000002wOlgQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:05:10.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T19:05:10.000+0000,0050A000000Hq5PQAS,2025-10-29T19:05:10.000+0000,0050A000000Hq5PQAS,2025-10-29T19:05:10.000+0000,(437)881-6911,(416) 816-7185,rick.bains@rockwoodfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePhUAYA0,False,,23393215,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:24:29.000+0000,False,False,005OH000005URvxYAG,2025-10-29T19:24:29.000+0000,005OH000005URvxYAG,2025-10-29T19:24:29.000+0000,005OH000005URvxYAG,2025-10-29T19:24:29.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePi5HYAS,False,,23392610,0030A0000029lxhQAA,0010A000002w904QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:14:47.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T19:14:47.000+0000,005OH000007fgYjYAI,2025-10-29T19:14:47.000+0000,005OH000007fgYjYAI,2025-10-29T19:14:47.000+0000,(514)642-2021,(514) 726-9044,lyne_paquet@hotmail.com,(514)642-6845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePioTYAS,False,,23395142,003OH00000AwSsbYAF,001OH00000DCnzyYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:55:32.000+0000,False,False,0055o000001NWfMAAW,2025-10-29T19:55:32.000+0000,0055o000001NWfMAAW,2025-10-29T19:55:33.000+0000,0055o000001NWfMAAW,2025-10-29T19:55:33.000+0000,(416)816-9633,,sachi.shen@meritrust.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePmC5YAK,False,,23392496,003G0000018f6SbIAI,0010A000002wOOvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:12:29.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T19:12:29.000+0000,0050A000000Hq5PQAS,2025-10-29T19:12:30.000+0000,0050A000000Hq5PQAS,2025-10-29T19:12:30.000+0000,(705)242-7604,(705) 931-0325,judy@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePmvIYAS,False,,23394050,003OH00000HMDHoYAP,001OH00000LP3DAYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:37:19.000+0000,False,False,005OH000005URvxYAG,2025-10-29T19:37:19.000+0000,005OH000005URvxYAG,2025-10-29T19:37:20.000+0000,005OH000005URvxYAG,2025-10-29T19:37:20.000+0000,(780)504-7386,,dan@paradigmshiftfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePo2dYAC,False,,23393201,0030A000001XizbQAC,0010A000002wNHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:24:14.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T19:24:14.000+0000,0050A000000Hq5PQAS,2025-10-29T19:24:14.000+0000,0050A000000Hq5PQAS,2025-10-29T19:24:14.000+0000,(416)302-0466,(416) 302-0466,mark@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePpgFYAS,False,,23393390,003OH00000WX8fYYAT,001OH00000dvSyvYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:27:21.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T19:27:21.000+0000,005OH000004Ir1xYAC,2025-10-29T19:27:22.000+0000,005OH000004Ir1xYAC,2025-10-29T19:27:22.000+0000,(587)892-4103,,h1205larisa@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePq7dYAC,False,,23392943,0030A0000029VtxQAE,0010A000002vvlJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:19:49.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T19:19:49.000+0000,005OH000004Ir1xYAC,2025-10-29T19:19:49.000+0000,005OH000004Ir1xYAC,2025-10-29T19:19:49.000+0000,(403)226-9888,,axbulloch@gmail.com,(403)226-9888,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePsJ8YAK,False,,23393956,0030A0000029esXQAQ,0010A000002w37LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:35:50.000+0000,False,False,005G0000002gxxjIAA,2025-10-29T19:35:50.000+0000,005G0000002gxxjIAA,2025-10-29T19:35:50.000+0000,005G0000002gxxjIAA,2025-10-29T19:35:50.000+0000,(450)668-9406X232,,echarbonneau@groupestrategia.com,(450)668-8152,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePskaYAC,False,,23393735,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:32:46.000+0000,False,False,005OH000005URvxYAG,2025-10-29T19:32:46.000+0000,005OH000005URvxYAG,2025-10-29T19:32:46.000+0000,005OH000005URvxYAG,2025-10-29T19:32:46.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePuw6YAC,False,,23396122,0030A0000029VaZQAU,0010A000002vvTCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:14:49.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T20:14:49.000+0000,005OH000004Ir1xYAC,2025-10-29T20:14:50.000+0000,005OH000004Ir1xYAC,2025-10-29T20:14:50.000+0000,(403)328-0944,,rick@themasterplan.ca,(403)381-9551,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePvX8YAK,False,,23394106,0030A0000029ZhgQAE,0010A000002vywdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:38:38.000+0000,False,False,005OH000004oiYEYAY,2025-10-29T19:38:38.000+0000,005OH000004oiYEYAY,2025-10-29T19:38:38.000+0000,005OH000004oiYEYAY,2025-10-29T19:38:38.000+0000,(519)351-9411,,bill@cravenfp.com,(519)351-1170,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePxKPYA0,False,,23393759,0030A00000BhwEFQAZ,0010A00000CIA2dQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:33:10.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T19:33:10.000+0000,005OH000003ds0PYAQ,2025-10-29T19:33:10.000+0000,005OH000003ds0PYAQ,2025-10-29T19:33:10.000+0000,(705)673-3333X619,,dawn.hottot@diversico.ca,(514)954-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePz2rYAC,False,,23393925,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:35:29.000+0000,False,False,005OH000005URvxYAG,2025-10-29T19:35:29.000+0000,005OH000005URvxYAG,2025-10-29T19:35:29.000+0000,005OH000005URvxYAG,2025-10-29T19:35:29.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000ePzu7YAC,False,,23395336,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:58:56.000+0000,False,False,005OH000005URvxYAG,2025-10-29T19:58:56.000+0000,005OH000005URvxYAG,2025-10-29T19:58:57.000+0000,005OH000005URvxYAG,2025-10-29T19:58:57.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQ2KAYA0,False,,23396399,003OH00000UsvHmYAJ,001OH00000bfm1xYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:19:57.000+0000,False,False,005OH000007fgYjYAI,2025-10-29T20:19:57.000+0000,005OH000007fgYjYAI,2025-10-29T20:19:58.000+0000,005OH000007fgYjYAI,2025-10-29T20:19:58.000+0000,(450)502-9015,,anthonylaganiere@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQ4H8YAK,False,,23395277,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:57:39.000+0000,False,False,005OH000005URvxYAG,2025-10-29T19:57:39.000+0000,005OH000005URvxYAG,2025-10-29T19:57:40.000+0000,005OH000005URvxYAG,2025-10-29T19:57:40.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQ59wYAC,False,,23396754,0030A0000029UzTQAU,0010A000002vv28QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:27:12.000+0000,False,False,0055o000001h4cFAAQ,2025-10-29T20:27:12.000+0000,0055o000001h4cFAAQ,2025-10-29T20:27:12.000+0000,0055o000001h4cFAAQ,2025-10-29T20:27:12.000+0000,(204)571-5310,,kevin@bruggerwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQ5OTYA0,False,,23395547,003OH000007m1fQYAQ,001OH000009XDB7YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:02:56.000+0000,False,False,005OH000005URvxYAG,2025-10-29T20:02:56.000+0000,005OH000005URvxYAG,2025-10-29T20:02:56.000+0000,005OH000005URvxYAG,2025-10-29T20:02:56.000+0000,(780)995-9174,,agarwalanoop@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQ6FdYAK,False,,23394779,0031600002SzG23AAF,0010A000002wNxvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:49:27.000+0000,False,False,0055o000001h4cFAAQ,2025-10-29T19:49:27.000+0000,0055o000001h4cFAAQ,2025-10-29T19:49:27.000+0000,0055o000001h4cFAAQ,2025-10-29T19:49:27.000+0000,(204)272-9670,(204) 228-8362,jeff.sadowski@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQ7QDYA0,False,,23394908,003G0000018f6SbIAI,0010A000002wOOvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:51:30.000+0000,False,False,0050A000000Hq5PQAS,2025-10-29T19:51:30.000+0000,0050A000000Hq5PQAS,2025-10-29T19:51:30.000+0000,0050A000000Hq5PQAS,2025-10-29T19:51:30.000+0000,(705)242-7604,(705) 931-0325,judy@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQ7emYAC,False,,23395399,0030A0000029X4jQAE,0010A000002vwk2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:00:26.000+0000,False,False,005OH000005URvxYAG,2025-10-29T20:00:26.000+0000,005OH000005URvxYAG,2025-10-29T20:00:26.000+0000,005OH000005URvxYAG,2025-10-29T20:00:26.000+0000,(780)444-9155,(780) 940-7242,jgalpin@telusplanet.net,(780)408-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQ82xYAC,False,,23395284,0030A0000029bSeQAI,0010A000002w0OuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T19:57:51.000+0000,False,False,0055o000001NWfMAAW,2025-10-29T19:57:51.000+0000,0055o000001NWfMAAW,2025-10-29T19:57:52.000+0000,0055o000001NWfMAAW,2025-10-29T19:57:52.000+0000,(905)307-8999,(416) 616-1682,,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQ9wiYAC,False,,23395618,0030A0000029a0KQAQ,0010A000002vzEUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:04:49.000+0000,False,False,0050A000000XQhmQAG,2025-10-29T20:04:49.000+0000,0050A000000XQhmQAG,2025-10-29T20:04:50.000+0000,0050A000000XQhmQAG,2025-10-29T20:04:50.000+0000,(709)635-4090,,djyf1.jean@bellaliant.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQCRVYA4,False,,23395479,0030A0000029XEmQAM,0010A000002vwrfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:01:38.000+0000,False,False,005OH000005URvxYAG,2025-10-29T20:01:38.000+0000,005OH000005URvxYAG,2025-10-29T20:01:39.000+0000,005OH000005URvxYAG,2025-10-29T20:01:39.000+0000,(647)293-1765,7802711765,krmittal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQEBaYAO,False,,23396506,0030A0000029nfgQAA,0010A000002wAVRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:22:26.000+0000,False,False,005OH000004oiYEYAY,2025-10-29T20:22:26.000+0000,005OH000004oiYEYAY,2025-10-29T20:22:27.000+0000,005OH000004oiYEYAY,2025-10-29T20:22:27.000+0000,(519)525-2112,,darren@tenpoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQEGRYA4,False,,23398858,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:18:31.000+0000,False,False,005OH000005URvxYAG,2025-10-29T21:18:31.000+0000,005OH000005URvxYAG,2025-10-29T21:18:31.000+0000,005OH000005URvxYAG,2025-10-29T21:18:31.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQFsRYAW,False,,23396558,0030A0000029of0QAA,0010A000002wBGyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:23:24.000+0000,False,False,005OH000005URvxYAG,2025-10-29T20:23:24.000+0000,005OH000005URvxYAG,2025-10-29T20:23:25.000+0000,005OH000005URvxYAG,2025-10-29T20:23:25.000+0000,(780)431-0527,(780) 581-7111,justin.bowtell@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQFxHYAW,False,,23396653,0030A0000029X3JQAU,0010A000002vwihQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:25:21.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T20:25:21.000+0000,005OH000003ds0PYAQ,2025-10-29T20:25:22.000+0000,005OH000003ds0PYAQ,2025-10-29T20:25:22.000+0000,(613)634-1323,,dhartzman04@gmail.com,(613)634-7482,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQFxIYAW,False,,23396866,0030A000004GN4MQAW,0010A0000051YIGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:29:28.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T20:29:28.000+0000,005OH000003ds0PYAQ,2025-10-29T20:29:28.000+0000,005OH000003ds0PYAQ,2025-10-29T20:29:28.000+0000,(905)449-6619,,denwillpar@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQGlFYAW,False,,23395923,0030A0000029UlJQAU,0010A000002vup6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:10:47.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T20:10:47.000+0000,005OH000004Ir1xYAC,2025-10-29T20:10:47.000+0000,005OH000004Ir1xYAC,2025-10-29T20:10:47.000+0000,(403)380-0599,,cindy.peterhans@dfsin.ca,(403)770-8074,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQHxSYAW,False,,23396061,0030A0000029h5VQAQ,0010A000002w51KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:13:31.000+0000,False,False,005OH000005URvxYAG,2025-10-29T20:13:31.000+0000,005OH000005URvxYAG,2025-10-29T20:13:31.000+0000,005OH000005URvxYAG,2025-10-29T20:13:31.000+0000,(780)424-1646,,peterheinsarestateplanning@shaw.ca,(780)424-1646,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQJBFYA4,False,,23396151,0030A0000029jTYQAY,0010A000002w6zhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:15:26.000+0000,False,False,005OH000005URvxYAG,2025-10-29T20:15:26.000+0000,005OH000005URvxYAG,2025-10-29T20:15:26.000+0000,005OH000005URvxYAG,2025-10-29T20:15:26.000+0000,(780)429-1243,(780) 906-9924,raybacch@telus.net,(780)425-3168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQKguYAG,False,,23398469,0030A0000029hKVQAY,0010A000002w5FHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:06:05.000+0000,False,False,005OH000005URvxYAG,2025-10-29T21:06:05.000+0000,005OH000005URvxYAG,2025-10-29T21:06:06.000+0000,005OH000005URvxYAG,2025-10-29T21:06:06.000+0000,(780)702-3922,,cvoegeli@clearfocusfinancial.ca,(587)409-0226,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQL6cYAG,False,,23396733,0030A0000029hFwQAI,0010A000002w5BHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:26:48.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T20:26:48.000+0000,005OH000003ds0PYAQ,2025-10-29T20:26:49.000+0000,005OH000003ds0PYAQ,2025-10-29T20:26:49.000+0000,(905)430-1435X225,,dbeaulieu@peakgroup.com,(905)430-9355,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQMSTYA4,False,,23396463,0030A0000029aemQAA,0010A000002vzkOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:21:25.000+0000,False,False,005OH000005URvxYAG,2025-10-29T20:21:25.000+0000,005OH000005URvxYAG,2025-10-29T20:21:25.000+0000,005OH000005URvxYAG,2025-10-29T20:21:25.000+0000,(780)458-6300,,terry.tymchuk@tfsinc.ca,(780)460-7802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQNzfYAG,False,,23396819,0030A0000029plHQAQ,0010A000002wC8eQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:28:32.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T20:28:32.000+0000,005OH000003ds0PYAQ,2025-10-29T20:28:33.000+0000,005OH000003ds0PYAQ,2025-10-29T20:28:33.000+0000,(905)493-0378,,dedwards@apexinvestment.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQO6BYAW,False,,23399023,0030A0000029YDzQAM,0010A000002vxiyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:22:56.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T21:22:56.000+0000,005OH000004Ir1xYAC,2025-10-29T21:22:56.000+0000,005OH000004Ir1xYAC,2025-10-29T21:22:56.000+0000,(403)359-8151,,serens.ketel@hubinternational.com,(403)770-8362,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQO7hYAG,False,,23396600,0030A0000029VJYQA2,0010A000002vvFdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:24:16.000+0000,False,False,005OH000003ds0PYAQ,2025-10-29T20:24:16.000+0000,005OH000003ds0PYAQ,2025-10-29T20:24:17.000+0000,005OH000003ds0PYAQ,2025-10-29T20:24:17.000+0000,(705)269-0101,,debbie.browne@timminsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQOisYAG,False,,23399234,0030A0000029ZqqQAE,0010A000002vz4qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:29:15.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T21:29:15.000+0000,005OH000004Ir1xYAC,2025-10-29T21:29:15.000+0000,005OH000004Ir1xYAC,2025-10-29T21:29:15.000+0000,(403)320-5877,,meli.insurance@shaw.ca,(403)328-2776,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQQZJYA4,False,,23396862,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:29:26.000+0000,False,False,005OH000005URvxYAG,2025-10-29T20:29:26.000+0000,005OH000005URvxYAG,2025-10-29T20:29:27.000+0000,005OH000005URvxYAG,2025-10-29T20:29:27.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQSCyYAO,False,,23398028,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:54:53.000+0000,False,False,0055o000001NWfMAAW,2025-10-29T20:54:53.000+0000,0055o000001NWfMAAW,2025-10-29T20:54:53.000+0000,0055o000001NWfMAAW,2025-10-29T20:54:53.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQTc5YAG,False,,23397755,003G0000018f6tuIAA,0010A000002wOvnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:48:31.000+0000,False,False,005OH000001cCPNYA2,2025-10-29T20:48:31.000+0000,005OH000001cCPNYA2,2025-10-29T20:48:31.000+0000,005OH000001cCPNYA2,2025-10-29T20:48:31.000+0000,(604)438-1232,(778) 882-4575,adeline@adelinelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQY0dYAG,False,,23398713,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:13:53.000+0000,False,False,005OH000005URvxYAG,2025-10-29T21:13:53.000+0000,005OH000005URvxYAG,2025-10-29T21:13:53.000+0000,005OH000005URvxYAG,2025-10-29T21:13:53.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQYVIYA4,False,,23398657,0030A0000029X8tQAE,0010A000002vwndQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:12:08.000+0000,False,False,005OH000005URvxYAG,2025-10-29T21:12:08.000+0000,005OH000005URvxYAG,2025-10-29T21:12:08.000+0000,005OH000005URvxYAG,2025-10-29T21:12:08.000+0000,(780)966-1404,,eindrika@shaw.ca,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQa7GYAS,False,,23397814,0031600002YzYlBAAV,0010A000002wOFeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:49:41.000+0000,False,False,0055o000002KxaMAAS,2025-10-29T20:49:41.000+0000,0055o000002KxaMAAS,2025-10-29T20:49:41.000+0000,0055o000002KxaMAAS,2025-10-29T20:49:41.000+0000,(403)966-4478,(403) 966-4478,peter.rowe@hitsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQaFNYA0,False,,23398978,0030A0000029avMQAQ,0010A000002vzyiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:21:39.000+0000,False,False,005OH000005URvxYAG,2025-10-29T21:21:39.000+0000,005OH000005URvxYAG,2025-10-29T21:21:39.000+0000,005OH000005URvxYAG,2025-10-29T21:21:39.000+0000,(780)753-2005,780-753-0219,danielschindel@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQfwXYAS,False,,23398215,003G0000018f7QQIAY,0010A000002wPWpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T20:59:26.000+0000,False,False,0055o000002KxaMAAS,2025-10-29T20:59:26.000+0000,0055o000002KxaMAAS,2025-10-29T20:59:26.000+0000,0055o000002KxaMAAS,2025-10-29T20:59:26.000+0000,(403) 949-7769,,richard@daedalusbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQgKqYAK,False,,23399633,003G0000018f6ouIAA,0010A000002wOqeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:42:49.000+0000,False,False,005OH000001cCPNYA2,2025-10-29T21:42:49.000+0000,005OH000001cCPNYA2,2025-10-29T21:42:49.000+0000,005OH000001cCPNYA2,2025-10-29T21:42:49.000+0000,(604)836-3030,(604) 836-3030,sunita@eunoiafinancial.ca,(604)732-6320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQhtYYAS,False,,23399427,0030A0000029awVQAQ,0010A000002vzzmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:35:43.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T21:35:43.000+0000,005OH000004Ir1xYAC,2025-10-29T21:35:43.000+0000,005OH000004Ir1xYAC,2025-10-29T21:35:43.000+0000,(587)425-2995X101,,judy@financialhealthclub.ca,(587)425-2991,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQipZYAS,False,,23398432,0030A0000029YU6QAM,0010A000002vxu1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:05:12.000+0000,False,False,005OH000005URvxYAG,2025-10-29T21:05:12.000+0000,005OH000005URvxYAG,2025-10-29T21:05:12.000+0000,005OH000005URvxYAG,2025-10-29T21:05:12.000+0000,(780)437-5070,780-975-5630,daryl@benefitstrategiesinc.ca,(780)437-1575,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQkucYAC,False,,23398616,0035o000005ym6iAAA,0015o000006WapgAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:10:43.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T21:10:43.000+0000,005OH000004Ir1xYAC,2025-10-29T21:10:44.000+0000,005OH000004Ir1xYAC,2025-10-29T21:10:44.000+0000,(403)253-4840,(403) 463-9494,david.carroll@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQl97YAC,False,,23398608,0030A0000029VBBQA2,0010A000002vvAsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:10:30.000+0000,False,False,005OH000005URvxYAG,2025-10-29T21:10:30.000+0000,005OH000005URvxYAG,2025-10-29T21:10:31.000+0000,005OH000005URvxYAG,2025-10-29T21:10:31.000+0000,(403)309-6300,,calvin@completefinancialsolutions.ca,(403)309-6342,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQmmkYAC,False,,23398900,0030A00000AsRLZQA3,0010A00000BSkJ2QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:19:34.000+0000,False,False,005OH000005URvxYAG,2025-10-29T21:19:34.000+0000,005OH000005URvxYAG,2025-10-29T21:19:35.000+0000,005OH000005URvxYAG,2025-10-29T21:19:35.000+0000,(587)990-4673,(587) 990-4673,drgerontas@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQnR3YAK,False,,23398755,0030A00000AogRBQAZ,0010A00000BNybBQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:15:11.000+0000,False,False,005OH000005URvxYAG,2025-10-29T21:15:11.000+0000,005OH000005URvxYAG,2025-10-29T21:15:12.000+0000,005OH000005URvxYAG,2025-10-29T21:15:12.000+0000,(780)448-1988,,barry.fischer@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQnkVYAS,False,,23400120,0035o000005z7wjAAA,0015o000006WwkgAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T22:00:08.000+0000,False,False,005OH000005URvxYAG,2025-10-29T22:00:08.000+0000,005OH000005URvxYAG,2025-10-29T22:00:09.000+0000,005OH000005URvxYAG,2025-10-29T22:00:09.000+0000,(780)729-9862,,dericlau@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQp4gYAC,False,,23399257,0031600002RdwaNAAR,0010A000002wNtbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:30:00.000+0000,False,False,005OH000001cCPNYA2,2025-10-29T21:30:00.000+0000,005OH000001cCPNYA2,2025-10-29T21:30:01.000+0000,005OH000001cCPNYA2,2025-10-29T21:30:01.000+0000,(604)576-0060,(778) 998-9475,andrew.crampton@bcfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQt3TYAS,False,,23400565,003OH00000JsN4pYAF,0010A000002vtlSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T22:22:13.000+0000,False,False,005OH000002iJPDYA2,2025-10-29T22:22:13.000+0000,005OH000002iJPDYA2,2025-10-29T22:22:14.000+0000,005OH000002iJPDYA2,2025-10-29T22:22:14.000+0000,,(778) 855-2592,bdinvestment@criusfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQx8gYAC,False,,23399515,0030A0000029bHXQAY,0010A000002w0HfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:38:44.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T21:38:44.000+0000,005OH000004Ir1xYAC,2025-10-29T21:38:45.000+0000,005OH000004Ir1xYAC,2025-10-29T21:38:45.000+0000,(403)328-9114,,nic@cvbenefits.com,(403)328-9122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQxNDYA0,False,,23399593,003G0000018f6q2IAA,0010A000002wOrlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:41:06.000+0000,False,False,005OH000001cCPNYA2,2025-10-29T21:41:06.000+0000,005OH000001cCPNYA2,2025-10-29T21:41:06.000+0000,005OH000001cCPNYA2,2025-10-29T21:41:06.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQxi9YAC,False,,23399572,003G0000018f6WsIAI,0010A000002wOTxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:40:16.000+0000,False,False,0055o000002KxaMAAS,2025-10-29T21:40:16.000+0000,0055o000002KxaMAAS,2025-10-29T21:40:17.000+0000,0055o000002KxaMAAS,2025-10-29T21:40:17.000+0000,(780)965-9823,(780) 965-9823,millie@beamfinancialmgt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eQz2PYAS,False,,23399668,003G0000018f7VWIAY,0010A000002wPcRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:44:04.000+0000,False,False,005OH000001cCPNYA2,2025-10-29T21:44:04.000+0000,005OH000001cCPNYA2,2025-10-29T21:44:04.000+0000,005OH000001cCPNYA2,2025-10-29T21:44:04.000+0000,(604)314-2912,(604) 314-2912,rickwspeer@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eR0jFYAS,False,,23399806,0030A0000029iWxQAI,0010A000002w6EmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T21:48:21.000+0000,False,False,005OH000004Ir1xYAC,2025-10-29T21:48:21.000+0000,005OH000004Ir1xYAC,2025-10-29T21:48:21.000+0000,005OH000004Ir1xYAC,2025-10-29T21:48:21.000+0000,(403)327-5514,,smmfl@shaw.ca,(403)327-2851,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eR2Q7YAK,False,,23400258,0030A0000029ZbBQAU,0010A000002vyqDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T22:06:55.000+0000,False,False,0055o000002KxaMAAS,2025-10-29T22:06:55.000+0000,0055o000002KxaMAAS,2025-10-29T22:06:56.000+0000,0055o000002KxaMAAS,2025-10-29T22:06:56.000+0000,(587)393-9798,,patrick@silverberggroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eR5HVYA0,False,,23400203,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T22:03:45.000+0000,False,False,005OH000005URvxYAG,2025-10-29T22:03:45.000+0000,005OH000005URvxYAG,2025-10-29T22:03:45.000+0000,005OH000005URvxYAG,2025-10-29T22:03:45.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eRCkPYAW,False,,23400714,003G0000018f7SHIAY,0010A000002wPYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T22:29:47.000+0000,False,False,0055o000002KxaMAAS,2025-10-29T22:29:47.000+0000,0055o000002KxaMAAS,2025-10-29T22:29:48.000+0000,0055o000002KxaMAAS,2025-10-29T22:29:48.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eRHliYAG,False,,23401227,0030A00000BaC2fQAF,0010A00000CAMYCQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-29T23:00:19.000+0000,False,False,005OH000002iJPDYA2,2025-10-29T23:00:19.000+0000,005OH000002iJPDYA2,2025-10-29T23:00:19.000+0000,005OH000002iJPDYA2,2025-10-29T23:00:19.000+0000,(778)929-3268,,karenxiao.insurance@monicfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,155.0
500OH00000eSQWpYAO,False,,23403650,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T12:59:34.000+0000,False,False,005OH00000245RQYAY,2025-10-30T12:59:34.000+0000,005OH00000245RQYAY,2025-10-30T12:59:34.000+0000,005OH00000245RQYAY,2025-10-30T12:59:34.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eSSiIYAW,False,,23403405,003G0000018f6qSIAQ,0010A000002wOsGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T12:47:46.000+0000,False,False,0050A000000XQhmQAG,2025-10-30T12:47:46.000+0000,0050A000000XQhmQAG,2025-10-30T12:47:46.000+0000,0050A000000XQhmQAG,2025-10-30T12:47:46.000+0000,(709)678-2322,,tony@tonyrogers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eSjrEYAS,False,,23405294,003G0000018f6RUIAY,0010A000002wONpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T13:46:39.000+0000,False,False,0055o000001fOwHAAU,2025-10-30T13:46:39.000+0000,0055o000001fOwHAAU,2025-10-30T13:46:40.000+0000,0055o000001fOwHAAU,2025-10-30T13:46:40.000+0000,(905)682-2651X230,(905) 980-1015,mark@cipparonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eSptUYAS,False,,23406339,003OH00000APrMnYAL,001OH00000CbGJtYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:10:52.000+0000,False,False,0055o000002KxmIAAS,2025-10-30T14:10:52.000+0000,0055o000002KxmIAAS,2025-10-30T14:10:53.000+0000,0055o000002KxmIAAS,2025-10-30T14:10:53.000+0000,(519)743-5404,2267897988,liam@yourlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eSqCqYAK,False,,23406019,003G0000018f7diIAA,0010A000002wPkEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:03:24.000+0000,False,False,005OH00000245ROYAY,2025-10-30T14:03:24.000+0000,005OH00000245ROYAY,2025-10-30T14:03:24.000+0000,005OH00000245ROYAY,2025-10-30T14:03:24.000+0000,(519) 652-6916,,robertfowler@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eSyK3YAK,False,,23406209,0030A0000029YapQAE,0010A000002vxz3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:07:52.000+0000,False,False,0050A000000XQhmQAG,2025-10-30T14:07:52.000+0000,0050A000000XQhmQAG,2025-10-30T14:07:53.000+0000,0050A000000XQhmQAG,2025-10-30T14:07:53.000+0000,(506)648-0051,(506) 658-8173,rjgaudet@nb.sympatico.ca,(506)648-0053,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eSydJYAS,False,,23405069,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T13:41:28.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T13:41:28.000+0000,005OH000003ds0PYAQ,2025-10-30T13:41:29.000+0000,005OH000003ds0PYAQ,2025-10-30T13:41:29.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eSzMVYA0,False,,23406549,0035o000007a52jAAA,0015o000008GY6JAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:15:52.000+0000,False,False,0055o000002KxmIAAS,2025-10-30T14:15:52.000+0000,0055o000002KxmIAAS,2025-10-30T14:15:53.000+0000,0055o000002KxmIAAS,2025-10-30T14:15:53.000+0000,(905)570-1200X289,,pratt5katie@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eT3rVYAS,False,,23405502,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed process,True,2025-10-30T13:59:24.000+0000,False,False,005OH000006uYrkYAE,2025-10-30T13:51:51.000+0000,005OH000006uYrkYAE,2025-10-30T13:59:24.000+0000,005OH000006uYrkYAE,2025-10-30T13:59:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eT5q5YAC,False,,23405665,003G0000018f6RUIAY,0010A000002wONpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T13:55:43.000+0000,False,False,0055o000001fOwHAAU,2025-10-30T13:55:43.000+0000,0055o000001fOwHAAU,2025-10-30T13:55:43.000+0000,0055o000001fOwHAAU,2025-10-30T13:55:43.000+0000,(905)682-2651X230,(905) 980-1015,mark@cipparonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eT6CiYAK,False,,23408492,0030A0000029ZqPQAU,0010A000002vz4OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:53:57.000+0000,False,False,0055o000001NWfMAAW,2025-10-30T14:53:57.000+0000,0055o000001NWfMAAW,2025-10-30T14:53:57.000+0000,0055o000001NWfMAAW,2025-10-30T14:53:57.000+0000,(647)588-3509,,sjcaddie@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eT9FRYA0,False,,23406647,0030A000009R9V2QAK,0010A00000ATpSRQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:18:18.000+0000,False,False,0055o000001h4cFAAQ,2025-10-30T14:18:18.000+0000,0055o000001h4cFAAQ,2025-10-30T14:18:19.000+0000,0055o000001h4cFAAQ,2025-10-30T14:18:19.000+0000,(204)797-0849,(204) 797-0849,austin.from@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTBM5YAO,False,,23407219,0030A00000A1I1UQAV,0010A00000AaTziQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:30:53.000+0000,False,False,0055o000002DK5fAAG,2025-10-30T14:30:53.000+0000,0055o000002DK5fAAG,2025-10-30T14:30:53.000+0000,0055o000002DK5fAAG,2025-10-30T14:30:53.000+0000,(416)839-8144,,alex.mcvean@holliswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTCLKYA4,False,,23406832,0030A0000072DmVQAU,0010A000007sv6UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:22:48.000+0000,False,False,0055o000001h4cFAAQ,2025-10-30T14:22:48.000+0000,0055o000001h4cFAAQ,2025-10-30T14:22:48.000+0000,0055o000001h4cFAAQ,2025-10-30T14:22:48.000+0000,(289)291-3905,(905) 616-5415,richard@richardweber.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTCwTYAW,False,,23407155,0030A0000029pWFQAY,0010A000002wBxKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:29:49.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T14:29:49.000+0000,005OH000003ds0PYAQ,2025-10-30T14:29:50.000+0000,005OH000003ds0PYAQ,2025-10-30T14:29:50.000+0000,(905)579-7777,,ddutka@assante.com,(905)579-9418,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTEbjYAG,False,,23409128,0030A0000029ezMQAQ,0010A000002w3DgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:04:16.000+0000,False,False,005OH000002N6huYAC,2025-10-30T15:04:16.000+0000,005OH000002N6huYAC,2025-10-30T15:04:17.000+0000,005OH000002N6huYAC,2025-10-30T15:04:17.000+0000,(418)492-3255,,jean.marie.rossignol@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTKVlYAO,False,,23406893,0030A0000029huhQAA,0010A000002w5hpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:24:06.000+0000,False,False,005OH000004pk06YAA,2025-10-30T14:24:06.000+0000,005OH000004pk06YAA,2025-10-30T14:24:06.000+0000,005OH000004pk06YAA,2025-10-30T14:24:06.000+0000,(905)704-0070,,tmazachowsky@adviantfinancial.com,(905)704-0074,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTLwTYAW,False,,23406997,0035o0000074xLFAAY,0015o000007iZkfAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:26:33.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T14:26:33.000+0000,005OH000003ds0PYAQ,2025-10-30T14:26:33.000+0000,005OH000003ds0PYAQ,2025-10-30T14:26:33.000+0000,(613)634-8081,,denyse.dorr@edwardjones.com,(877)335-2531,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTMiyYAG,False,,23409876,0030A0000029i5kQAA,0010A000002w5raQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:17:06.000+0000,False,False,005OH000002N6huYAC,2025-10-30T15:17:06.000+0000,005OH000002N6huYAC,2025-10-30T15:17:06.000+0000,005OH000002N6huYAC,2025-10-30T15:17:06.000+0000,(418)626-2623,,thecla@theclasimard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTNdLYAW,False,,23407371,0030A0000029czEQAQ,0010A000002w1ZvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:33:44.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T14:33:44.000+0000,005OH000003ds0PYAQ,2025-10-30T14:33:44.000+0000,005OH000003ds0PYAQ,2025-10-30T14:33:44.000+0000,(905)668-5138,(416) 402-6885,dgleed@gleedfinancial.ca,(905)433-1358,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTNqGYAW,False,,23408999,0030A0000029WtgQAE,0010A000002vwYyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:02:09.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T15:02:09.000+0000,005OH000004oiYEYAY,2025-10-30T15:02:10.000+0000,005OH000004oiYEYAY,2025-10-30T15:02:10.000+0000,(519)886-4224,(519) 578-6760,,(519)886-5358,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTQubYAG,False,,23410149,0030A0000029mBmQAI,0010A000002w9BtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:21:53.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T15:21:53.000+0000,005OH000003ds0PYAQ,2025-10-30T15:21:54.000+0000,005OH000003ds0PYAQ,2025-10-30T15:21:54.000+0000,(705)675-1444,,brian.g.gilroy@outlook.com,(705)525-2140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTU6zYAG,False,,23408979,0030A0000029lBQQAY,0010A000002w8MnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:01:48.000+0000,False,False,005OH000002N6huYAC,2025-10-30T15:01:48.000+0000,005OH000002N6huYAC,2025-10-30T15:01:48.000+0000,005OH000002N6huYAC,2025-10-30T15:01:48.000+0000,(418)961-3276,,lynda.plante@lpasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTV7rYAG,False,,23408209,003G0000018f71UIAQ,0010A000002wP4oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:49:00.000+0000,False,False,0050A000001o2WeQAI,2025-10-30T14:49:00.000+0000,0050A000001o2WeQAI,2025-10-30T14:49:00.000+0000,0050A000001o2WeQAI,2025-10-30T14:49:00.000+0000,(709)690-7458,(709) 690-7458,gerard.nash@principalplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTXZRYA4,False,,23408124,003G0000018f6ocIAA,0010A000002wOqMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,POE invalid. transferred call to MFC. will send previous POE to FA.,True,2025-10-30T14:55:03.000+0000,False,False,005OH000006uYrkYAE,2025-10-30T14:47:24.000+0000,005OH000006uYrkYAE,2025-10-30T14:55:03.000+0000,005OH000006uYrkYAE,2025-10-30T14:55:03.000+0000,(416)254-7128,(647) 218-7128,chau.chan@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTXkkYAG,False,,23408606,0035o000003z48mAAA,0015o000004aCChAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:55:44.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T14:55:44.000+0000,005OH000004oiYEYAY,2025-10-30T14:55:44.000+0000,005OH000004oiYEYAY,2025-10-30T14:55:44.000+0000,(519)639-5809,,paul@sincerbox.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTZQ1YAO,False,,23410493,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:27:39.000+0000,False,False,005OH00000245RQYAY,2025-10-30T15:27:39.000+0000,005OH00000245RQYAY,2025-10-30T15:27:39.000+0000,005OH00000245RQYAY,2025-10-30T15:27:39.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTbA1YAK,False,,23408456,0030A0000029iPPQAY,0010A000002w68qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:53:25.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T14:53:25.000+0000,005OH000004oiYEYAY,2025-10-30T14:53:25.000+0000,005OH000004oiYEYAY,2025-10-30T14:53:25.000+0000,(519)804-9269X1112,1112,mike@erbanderbfinancial.com,(519)741-1977,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTcdyYAC,False,,23408673,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:56:48.000+0000,False,False,005OH000007fgYjYAI,2025-10-30T14:56:48.000+0000,005OH000007fgYjYAI,2025-10-30T14:56:49.000+0000,005OH000007fgYjYAI,2025-10-30T14:56:49.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTcqyYAC,False,,23412799,0035o000007CwEdAAK,0015o000007ssJuAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:06:58.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T16:06:58.000+0000,0055o000002KxaMAAS,2025-10-30T16:06:58.000+0000,0055o000002KxaMAAS,2025-10-30T16:06:58.000+0000,(403)795-3246,,ryan@mylifefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTd8dYAC,False,,23408888,0030A0000029X52QAE,0010A000002vwkLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:00:24.000+0000,False,False,005OH000002N6huYAC,2025-10-30T15:00:24.000+0000,005OH000002N6huYAC,2025-10-30T15:00:24.000+0000,005OH000002N6huYAC,2025-10-30T15:00:24.000+0000,(418)843-0277,,jaimie.theberge@courtiersunis.com,(418)843-8246,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTd8gYAC,False,,23409450,0030A0000029XXiQAM,0010A000002vx5vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:09:37.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T15:09:37.000+0000,005OH000004oiYEYAY,2025-10-30T15:09:38.000+0000,005OH000004oiYEYAY,2025-10-30T15:09:38.000+0000,(519)601-4240,,chris@wrightteam.ca,(519)850-1280,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTdOjYAK,False,,23408679,0030A0000076m5GQAQ,0010A000007xXx4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:56:53.000+0000,False,False,005OH00000245RQYAY,2025-10-30T14:56:53.000+0000,005OH00000245RQYAY,2025-10-30T14:56:53.000+0000,005OH00000245RQYAY,2025-10-30T14:56:53.000+0000,(514)991-4818,,rongrong.dong@yuanrongwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTdoXYAS,False,,23408712,0030A0000029UwnQAE,0010A000002vuzXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:57:22.000+0000,False,False,005OH000002N6huYAC,2025-10-30T14:57:22.000+0000,005OH000002N6huYAC,2025-10-30T14:57:22.000+0000,005OH000002N6huYAC,2025-10-30T14:57:22.000+0000,(418)325-2424,,m.olivier@synergiepatrimoine.com,(418)325-3472,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTeKnYAK,False,,23408756,0030A0000029UwnQAE,0010A000002vuzXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:58:10.000+0000,False,False,005OH000002N6huYAC,2025-10-30T14:58:10.000+0000,005OH000002N6huYAC,2025-10-30T14:58:11.000+0000,005OH000002N6huYAC,2025-10-30T14:58:11.000+0000,(418)325-2424,,m.olivier@synergiepatrimoine.com,(418)325-3472,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTeKoYAK,False,,23409537,0030A0000029jAaQAI,0010A000002w6j3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:11:00.000+0000,False,False,005G0000002gxxjIAA,2025-10-30T15:11:00.000+0000,005G0000002gxxjIAA,2025-10-30T15:11:01.000+0000,005G0000002gxxjIAA,2025-10-30T15:11:01.000+0000,(450)443-6496,(514) 942-6158,sylvain.pion@ig.ca,(450)443-8132,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTeXhYAK,False,,23408768,0030A0000029kcgQAA,0010A000002w7w0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T14:58:27.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T14:58:27.000+0000,005OH000004oiYEYAY,2025-10-30T14:58:27.000+0000,005OH000004oiYEYAY,2025-10-30T14:58:27.000+0000,(519)822-2322,,dave@headwatersfinancial.ca,(866)812-9205,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTfK8YAK,False,,23409421,0030A0000029gIKQAY,0010A000002w4M7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:09:02.000+0000,False,False,005G0000002gxxjIAA,2025-10-30T15:09:02.000+0000,005G0000002gxxjIAA,2025-10-30T15:09:03.000+0000,005G0000002gxxjIAA,2025-10-30T15:09:03.000+0000,(819)566-0666,(819) 588-6948,yanick.st-onge@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eThfGYAS,False,,23409822,0030A0000076m5GQAQ,0010A000007xXx4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:15:56.000+0000,False,False,005OH00000245RQYAY,2025-10-30T15:15:56.000+0000,005OH00000245RQYAY,2025-10-30T15:15:56.000+0000,005OH00000245RQYAY,2025-10-30T15:15:56.000+0000,(514)991-4818,,rongrong.dong@yuanrongwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTiQ2YAK,False,,23409945,0030A0000029iBpQAI,0010A000002w5wsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:18:11.000+0000,False,False,005OH000002N6huYAC,2025-10-30T15:18:11.000+0000,005OH000002N6huYAC,2025-10-30T15:18:12.000+0000,005OH000002N6huYAC,2025-10-30T15:18:12.000+0000,(418)624-6690X4243,,joelturcotte@gcloutier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTjM6YAK,False,,23409844,0030A0000029VXeQAM,0010A000002vvQlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:16:24.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T15:16:24.000+0000,005OH000003ds0PYAQ,2025-10-30T15:16:24.000+0000,005OH000003ds0PYAQ,2025-10-30T15:16:24.000+0000,(289)252-2027,,dtannahill@assante.com,(289)252-1020,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTk5IYAS,False,,23410765,0030A0000029iMhQAI,0010A000002w66cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:32:14.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T15:32:14.000+0000,005OH000003ds0PYAQ,2025-10-30T15:32:15.000+0000,005OH000003ds0PYAQ,2025-10-30T15:32:15.000+0000,(705)251-3000X1,,ellen.macdougall@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTpPyYAK,False,,23411756,003G0000018f6WmIAI,0010A000002wOTrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:48:46.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T15:48:46.000+0000,0055o000002KxaMAAS,2025-10-30T15:48:46.000+0000,0055o000002KxaMAAS,2025-10-30T15:48:46.000+0000,(403)232-4595,(403) 585-5560,rgreen@sagium.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTt27YAC,False,,23411646,003OH00000VOevPYAT,001OH00000cIUWqYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:46:52.000+0000,False,False,005OH00000865wTYAQ,2025-10-30T15:46:52.000+0000,005OH00000865wTYAQ,2025-10-30T15:46:53.000+0000,005OH00000865wTYAQ,2025-10-30T15:46:53.000+0000,(514)570-2751,,jatindergrh@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTxAcYAK,False,,23412459,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:00:54.000+0000,False,False,005OH000004pk06YAA,2025-10-30T16:00:54.000+0000,005OH000004pk06YAA,2025-10-30T16:00:55.000+0000,005OH000004pk06YAA,2025-10-30T16:00:55.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eTxCBYA0,False,,23411696,003G0000018f6WmIAI,0010A000002wOTrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:47:37.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T15:47:37.000+0000,0055o000002KxaMAAS,2025-10-30T15:47:37.000+0000,0055o000002KxaMAAS,2025-10-30T15:47:37.000+0000,(403)232-4595,(403) 585-5560,rgreen@sagium.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eU1R4YAK,False,,23414242,0035o000004POrBAAW,0015o000004yXzGAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:30:56.000+0000,False,False,0055o000001h4cFAAQ,2025-10-30T16:30:56.000+0000,0055o000001h4cFAAQ,2025-10-30T16:30:57.000+0000,0055o000001h4cFAAQ,2025-10-30T16:30:57.000+0000,(204)726-3658,(204) 647-5828,codie@sunrisewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eU2ADYA0,False,,23411150,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:38:21.000+0000,False,False,0055o000001NWfMAAW,2025-10-30T15:38:21.000+0000,0055o000001NWfMAAW,2025-10-30T15:38:22.000+0000,0055o000001NWfMAAW,2025-10-30T15:38:22.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eU4FGYA0,False,,23412150,003G000001B4Y3cIAF,0010A000002wQIBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:55:36.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T15:55:36.000+0000,0055o000002KxaMAAS,2025-10-30T15:55:36.000+0000,0055o000002KxaMAAS,2025-10-30T15:55:36.000+0000,(403) 343-2252,(403) 343-2252,kelvin@everybodybenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eU54sYAC,False,,23411990,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:52:57.000+0000,False,False,005OH000005URvxYAG,2025-10-30T15:52:57.000+0000,005OH000005URvxYAG,2025-10-30T15:52:57.000+0000,005OH000005URvxYAG,2025-10-30T15:52:57.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eU8VlYAK,False,,23411775,0030A000001ajTVQAY,0010A000002wN1RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T15:48:59.000+0000,False,False,0050A000000Hq5PQAS,2025-10-30T15:48:59.000+0000,0050A000000Hq5PQAS,2025-10-30T15:49:00.000+0000,0050A000000Hq5PQAS,2025-10-30T15:49:00.000+0000,(289)277-1204X17,(905) 509-5554,mvellani@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUA4YYAW,False,,23412570,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:02:41.000+0000,False,False,0055o000001NWfMAAW,2025-10-30T16:02:41.000+0000,0055o000001NWfMAAW,2025-10-30T16:02:41.000+0000,0055o000001NWfMAAW,2025-10-30T16:02:41.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUFU5YAO,False,,23414751,0030A0000029f2gQAA,0010A000002w3GbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:38:57.000+0000,False,False,005OH000005URvxYAG,2025-10-30T16:38:57.000+0000,005OH000005URvxYAG,2025-10-30T16:38:57.000+0000,005OH000005URvxYAG,2025-10-30T16:38:57.000+0000,(780)945-2886,,laura@cordisfinancial.ca,(780)443-4129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUFaTYAW,False,,23412485,0030A000002KXRzQAO,0010A0000036pTQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:01:23.000+0000,False,False,005OH00000865wTYAQ,2025-10-30T16:01:23.000+0000,005OH00000865wTYAQ,2025-10-30T16:01:24.000+0000,005OH00000865wTYAQ,2025-10-30T16:01:24.000+0000,(780)490-6989,(587) 708-2845,cathyli@crius.ca,(780)450-6670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUK3yYAG,False,,23415173,0030A000006bmpUQAQ,0010A000002vtq4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:46:32.000+0000,False,False,005OH000005URvxYAG,2025-10-30T16:46:32.000+0000,005OH000005URvxYAG,2025-10-30T16:46:32.000+0000,005OH000005URvxYAG,2025-10-30T16:46:32.000+0000,(780) 206-8555,,petkauphil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUK7AYAW,False,,23413336,003G0000018f6wQIAQ,0010A000002wOyIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:15:49.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T16:15:49.000+0000,0055o000002KxaMAAS,2025-10-30T16:15:49.000+0000,0055o000002KxaMAAS,2025-10-30T16:15:49.000+0000,(403)265-3771,,plavers@thetowergroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUND5YAO,False,,23413794,0035o000004POrBAAW,0015o000004yXzGAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:23:12.000+0000,False,False,0055o000001h4cFAAQ,2025-10-30T16:23:12.000+0000,0055o000001h4cFAAQ,2025-10-30T16:23:12.000+0000,0055o000001h4cFAAQ,2025-10-30T16:23:12.000+0000,(204)726-3658,(204) 647-5828,codie@sunrisewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUOkDYAW,False,,23413461,0030A000009MGkhQAG,0010A00000AOMRUQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:18:16.000+0000,False,False,0055o000002KxmIAAS,2025-10-30T16:18:16.000+0000,0055o000002KxmIAAS,2025-10-30T16:18:16.000+0000,0055o000002KxmIAAS,2025-10-30T16:18:16.000+0000,(519)669-9996,(519) 505-1209,matt.schieck@pixelfinancial.ca,(519)669-9916,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUTYbYAO,False,,23413898,003G0000018f6REIAY,0010A000002wONZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:24:59.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T16:24:59.000+0000,0055o000002KxaMAAS,2025-10-30T16:24:59.000+0000,0055o000002KxaMAAS,2025-10-30T16:24:59.000+0000,(403)261-7798,,kyle@silverberginvestment.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUY23YAG,False,,23414830,003OH00000Pwt0xYAB,001OH00000VZRWxYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:40:27.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T16:40:27.000+0000,0055o000002KxaMAAS,2025-10-30T16:40:27.000+0000,0055o000002KxaMAAS,2025-10-30T16:40:27.000+0000,(403)343-7769XExt108,,amanda@surepathgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUYYHYA4,False,,23414335,0030A0000029baqQAA,0010A000002w0UgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:32:39.000+0000,False,False,0055o000001h4cFAAQ,2025-10-30T16:32:39.000+0000,0055o000001h4cFAAQ,2025-10-30T16:32:40.000+0000,0055o000001h4cFAAQ,2025-10-30T16:32:40.000+0000,(204)688-9186,(905)321-3488,kurt.montgomery@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUYtQYAW,False,,23419001,003OH00000C2za7YAB,001OH00000ETN4YYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:49:16.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T17:49:16.000+0000,005OH000004oiYEYAY,2025-10-30T17:49:16.000+0000,005OH000004oiYEYAY,2025-10-30T17:49:16.000+0000,(416)671-4087,,palmfinancialsolutions@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUaDXYA0,False,,23414868,0030A0000029aotQAA,0010A000002vzsjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:41:11.000+0000,False,False,005OH000005URvxYAG,2025-10-30T16:41:11.000+0000,005OH000005URvxYAG,2025-10-30T16:41:11.000+0000,005OH000005URvxYAG,2025-10-30T16:41:11.000+0000,(780)487-7903,,dan@dandeanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUbWFYA0,False,,23417120,003G0000018f71UIAQ,0010A000002wP4oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:18:37.000+0000,False,False,0050A000000XQhmQAG,2025-10-30T17:18:37.000+0000,0050A000000XQhmQAG,2025-10-30T17:18:37.000+0000,0050A000000XQhmQAG,2025-10-30T17:18:37.000+0000,(709)690-7458,(709) 690-7458,gerard.nash@principalplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUefKYAS,False,,23415701,003G0000018f7NHIAY,0010A000002wPSwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:55:15.000+0000,False,False,0055o000002KxmIAAS,2025-10-30T16:55:15.000+0000,0055o000002KxmIAAS,2025-10-30T16:55:16.000+0000,0055o000002KxmIAAS,2025-10-30T16:55:16.000+0000,(905)875-7290,(905) 875-7290,mike@mikehpenner.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUevRYAS,False,,23415028,0035o000006QAbKAAW,0015o000006vcg2AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:44:04.000+0000,False,False,005OH000005URvxYAG,2025-10-30T16:44:04.000+0000,005OH000005URvxYAG,2025-10-30T16:44:04.000+0000,005OH000005URvxYAG,2025-10-30T16:44:04.000+0000,(780)307-2762,,mandypetkau@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUgxGYAS,False,,23416602,0030A0000029cmDQAQ,0010A000002w1ObQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:10:40.000+0000,False,False,005OH000007fgYjYAI,2025-10-30T17:10:40.000+0000,005OH000007fgYjYAI,2025-10-30T17:10:40.000+0000,005OH000007fgYjYAI,2025-10-30T17:10:40.000+0000,(819)771-9874,,service@ericfinances.ca,(819)771-9874,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUkETYA0,False,,23415544,0030A0000029XokQAE,0010A000002vxLBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T16:52:32.000+0000,False,False,005OH000002npWUYAY,2025-10-30T16:52:32.000+0000,005OH000002npWUYAY,2025-10-30T16:52:33.000+0000,005OH000002npWUYAY,2025-10-30T16:52:33.000+0000,(416)471-5024,,placidv@hotmail.com,(905)507-6680,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUlAaYAK,False,,23417574,0030A0000029nnrQAA,0010A000002wAbWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:25:44.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T17:25:44.000+0000,005OH000004Ir1xYAC,2025-10-30T17:25:44.000+0000,005OH000004Ir1xYAC,2025-10-30T17:25:44.000+0000,(403)320-7777,,moneyfax@shaw.ca,(403)320-7799,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUnQtYAK,False,,23416694,0030A0000029ZakQAE,0010A000002vyprQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:12:15.000+0000,False,False,005OH000007fgYjYAI,2025-10-30T17:12:15.000+0000,005OH000007fgYjYAI,2025-10-30T17:12:15.000+0000,005OH000007fgYjYAI,2025-10-30T17:12:15.000+0000,(450)405-3006,,ginodesjardins@gdservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUnvbYAC,False,,23417367,003OH00000P7hDHYAZ,001OH00000UYYfrYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:22:26.000+0000,False,False,005OH000007fgYjYAI,2025-10-30T17:22:26.000+0000,005OH000007fgYjYAI,2025-10-30T17:22:27.000+0000,005OH000007fgYjYAI,2025-10-30T17:22:27.000+0000,(514)254-4111,,mhachez@planificationlica.ca,(514)254-6537,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUoV1YAK,False,,23416558,0030A0000029fBeQAI,0010A000002w3PZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:09:58.000+0000,False,False,005OH000007fgYjYAI,2025-10-30T17:09:58.000+0000,005OH000007fgYjYAI,2025-10-30T17:09:58.000+0000,005OH000007fgYjYAI,2025-10-30T17:09:58.000+0000,(819)486-1177,,mikemeunier1@gmail.com,(819)770-2317,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUq74YAC,False,,23419631,0030A0000029ixhQAA,0010A000002w6YVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:59:26.000+0000,False,False,0050A000001o2WeQAI,2025-10-30T17:59:26.000+0000,0050A000001o2WeQAI,2025-10-30T17:59:26.000+0000,0050A000001o2WeQAI,2025-10-30T17:59:26.000+0000,(902)826-7982,,kevin.dorey@edwardjones.com,(877)818-0599,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUsf8YAC,False,,23418878,0030A0000029dfeQAA,0010A000002w290QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:47:09.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T17:47:09.000+0000,005OH000004oiYEYAY,2025-10-30T17:47:09.000+0000,005OH000004oiYEYAY,2025-10-30T17:47:09.000+0000,(519)272-0070,,shinz@peakgroup.com,(519)272-0165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUuPFYA0,False,,23420170,0031600002N212TAAR,0010A000002wNbPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:09:00.000+0000,False,False,0050A000000XQhmQAG,2025-10-30T18:09:00.000+0000,0050A000000XQhmQAG,2025-10-30T18:09:00.000+0000,0050A000000XQhmQAG,2025-10-30T18:09:00.000+0000,(902)825-6000,(902) 824-3725,mwenckowski@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUvrVYAS,False,,23417279,0030A0000029nIYQAY,0010A000002wABqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:20:58.000+0000,False,False,005OH000007fgYjYAI,2025-10-30T17:20:58.000+0000,005OH000007fgYjYAI,2025-10-30T17:20:58.000+0000,005OH000007fgYjYAI,2025-10-30T17:20:58.000+0000,(450)486-4466,,stevio9999@gmail.com,(450)486-4020,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUxLOYA0,False,,23417891,003G0000018f7GkIAI,0010A000002wPLXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:30:39.000+0000,False,False,0050A000001o2WeQAI,2025-10-30T17:30:39.000+0000,0050A000001o2WeQAI,2025-10-30T17:30:39.000+0000,0050A000001o2WeQAI,2025-10-30T17:30:39.000+0000,(902)209-6600,(902) 209-6600,paul@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eUyXcYAK,False,,23419125,0030A0000029c71QAA,0010A000002w0vXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:51:19.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T17:51:19.000+0000,005OH000004oiYEYAY,2025-10-30T17:51:19.000+0000,005OH000004oiYEYAY,2025-10-30T17:51:19.000+0000,(519)680-3043,5199029293,cmaaskant@ipcadvisor.com,(519)680-3447,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eV0j3YAC,False,,23417235,0030A0000029dJaQAI,0010A000002w1sQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:20:13.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T17:20:13.000+0000,005OH000004Ir1xYAC,2025-10-30T17:20:13.000+0000,005OH000004Ir1xYAC,2025-10-30T17:20:13.000+0000,(587)425-0980,,kylie@sperofinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eV1LqYAK,False,,23418648,003G0000018f6oyIAA,0010A000002wOqiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:43:02.000+0000,False,False,0050A000000XQhmQAG,2025-10-30T17:43:02.000+0000,0050A000000XQhmQAG,2025-10-30T17:43:02.000+0000,0050A000000XQhmQAG,2025-10-30T17:43:02.000+0000,(902)225-6851,(902) 225-6851,steve@stevecashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eV1yTYAS,False,,23417334,0030A0000029dRaQAI,0010A000002w1ytQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:21:57.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T17:21:57.000+0000,005OH000004Ir1xYAC,2025-10-30T17:21:58.000+0000,005OH000004Ir1xYAC,2025-10-30T17:21:58.000+0000,(403)388-7013,,norris@hironakabenefits.ca,(403)388-7505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eV6ABYA0,False,,23418370,003OH000003D1XlYAK,001OH000004307lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:38:13.000+0000,False,False,005OH000004pk06YAA,2025-10-30T17:38:13.000+0000,005OH000004pk06YAA,2025-10-30T17:38:13.000+0000,005OH000004pk06YAA,2025-10-30T17:38:13.000+0000,(778)633-0739,,jane.yj.li33@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eV7KjYAK,False,,23417834,0030A0000029othQAA,0010A000002wBTjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:29:54.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T17:29:54.000+0000,005OH000004Ir1xYAC,2025-10-30T17:29:55.000+0000,005OH000004Ir1xYAC,2025-10-30T17:29:55.000+0000,(403)327-6808,,dale@reimerfin.com,(403)327-9180,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eV7caYAC,False,,23420412,0030A0000029f5QQAQ,0010A000002w3JaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:12:52.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T18:12:52.000+0000,005OH000003ds0PYAQ,2025-10-30T18:12:52.000+0000,005OH000003ds0PYAQ,2025-10-30T18:12:52.000+0000,(416)419-6053,,roberts@keybase.com,(905)946-2207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eV8NLYA0,False,,23418866,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:46:59.000+0000,False,False,0055o000001NWfMAAW,2025-10-30T17:46:59.000+0000,0055o000001NWfMAAW,2025-10-30T17:46:59.000+0000,0055o000001NWfMAAW,2025-10-30T17:46:59.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVAgnYAG,False,,23418199,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:35:37.000+0000,False,False,005OH000005URvxYAG,2025-10-30T17:35:37.000+0000,005OH000005URvxYAG,2025-10-30T17:35:37.000+0000,005OH000005URvxYAG,2025-10-30T17:35:37.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVAqWYAW,False,,23420954,003G000001hVkgCIAS,0010A000002wSw7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:21:16.000+0000,False,False,0050A000000XQhmQAG,2025-10-30T18:21:16.000+0000,0050A000000XQhmQAG,2025-10-30T18:21:17.000+0000,0050A000000XQhmQAG,2025-10-30T18:21:17.000+0000,(506)650-7240,(506) 650-7240,trevor@simonwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVBo9YAG,False,,23418329,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:37:31.000+0000,False,False,005OH000004pk06YAA,2025-10-30T17:37:31.000+0000,005OH000004pk06YAA,2025-10-30T17:37:31.000+0000,005OH000004pk06YAA,2025-10-30T17:37:31.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVCaZYAW,False,,23420876,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:19:56.000+0000,False,False,0055o000001NWfMAAW,2025-10-30T18:19:56.000+0000,0055o000001NWfMAAW,2025-10-30T18:19:56.000+0000,0055o000001NWfMAAW,2025-10-30T18:19:56.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVEkRYAW,False,,23420128,0030A0000029dfeQAA,0010A000002w290QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:08:15.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T18:08:15.000+0000,005OH000004oiYEYAY,2025-10-30T18:08:15.000+0000,005OH000004oiYEYAY,2025-10-30T18:08:15.000+0000,(519)272-0070,,shinz@peakgroup.com,(519)272-0165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVGRFYA4,False,,23418769,003OH000009iPlXYAU,001OH00000BnuzAYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:45:27.000+0000,False,False,005OH000005URvxYAG,2025-10-30T17:45:27.000+0000,005OH000005URvxYAG,2025-10-30T17:45:28.000+0000,005OH000005URvxYAG,2025-10-30T17:45:28.000+0000,(780)932-5351,,mattpearcey@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVHOxYAO,False,,23419276,0035o000007a52jAAA,0015o000008GY6JAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:53:52.000+0000,False,False,0055o000002KxmIAAS,2025-10-30T17:53:52.000+0000,0055o000002KxmIAAS,2025-10-30T17:53:53.000+0000,0055o000002KxmIAAS,2025-10-30T17:53:53.000+0000,(905)570-1200X289,,pratt5katie@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVIUfYAO,False,,23419041,003G0000018f6huIAA,0010A000002wOi9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:50:01.000+0000,False,False,005OH00000245ROYAY,2025-10-30T17:50:01.000+0000,005OH00000245ROYAY,2025-10-30T17:50:01.000+0000,005OH00000245ROYAY,2025-10-30T17:50:01.000+0000,(519)550-2198,,lydia@kruskafin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVIfyYAG,False,,23419916,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:04:24.000+0000,False,False,0055o000001NWfMAAW,2025-10-30T18:04:24.000+0000,0055o000001NWfMAAW,2025-10-30T18:04:25.000+0000,0055o000001NWfMAAW,2025-10-30T18:04:25.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVKRoYAO,False,,23422473,003OH00000EzVABYA3,001OH00000Il7QOYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:44:28.000+0000,False,False,0055o000002KxmIAAS,2025-10-30T18:44:28.000+0000,0055o000002KxmIAAS,2025-10-30T18:44:29.000+0000,0055o000002KxmIAAS,2025-10-30T18:44:29.000+0000,(519)505-1209,,matt.schieck@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVKZiYAO,False,,23419451,0030A0000029YyRQAU,0010A000002vyKAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:56:39.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T17:56:39.000+0000,005OH000004oiYEYAY,2025-10-30T17:56:40.000+0000,005OH000004oiYEYAY,2025-10-30T17:56:40.000+0000,(519)520-8886,,larry@chfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVMwVYAW,False,,23422434,0030A000001aa55QAA,0010A000002wN19QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:43:45.000+0000,False,False,0050A000000Hq5PQAS,2025-10-30T18:43:45.000+0000,0050A000000Hq5PQAS,2025-10-30T18:43:45.000+0000,0050A000000Hq5PQAS,2025-10-30T18:43:45.000+0000,(705) 749-1131,(705) 741-7611,doug@curryfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVNNtYAO,False,,23419602,0035o000005IdcCAAS,0015o000005rWouAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:58:55.000+0000,False,False,005OH000004pk06YAA,2025-10-30T17:58:55.000+0000,005OH000004pk06YAA,2025-10-30T17:58:56.000+0000,005OH000004pk06YAA,2025-10-30T17:58:56.000+0000,(647)378-8303,,rahul.goel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVNe1YAG,False,,23419633,0030A0000029WcfQAE,0010A000002vwJxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T17:59:27.000+0000,False,False,005G0000002gxxjIAA,2025-10-30T17:59:27.000+0000,005G0000002gxxjIAA,2025-10-30T17:59:28.000+0000,005G0000002gxxjIAA,2025-10-30T17:59:28.000+0000,(514)731-9605X210,438-923-2646,rglassman@idcwin.ca,(514)731-7499,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVRjHYAW,False,,23420622,003OH00000EzVABYA3,001OH00000Il7QOYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:16:22.000+0000,False,False,0055o000002KxmIAAS,2025-10-30T18:16:22.000+0000,0055o000002KxmIAAS,2025-10-30T18:16:22.000+0000,0055o000002KxmIAAS,2025-10-30T18:16:22.000+0000,(519)505-1209,,matt.schieck@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVSU1YAO,False,,23420109,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:07:57.000+0000,False,False,005OH000005URvxYAG,2025-10-30T18:07:57.000+0000,005OH000005URvxYAG,2025-10-30T18:07:58.000+0000,005OH000005URvxYAG,2025-10-30T18:07:58.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVV8YYAW,False,,23420789,0030A0000029iPPQAY,0010A000002w68qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:18:44.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T18:18:44.000+0000,005OH000004oiYEYAY,2025-10-30T18:18:45.000+0000,005OH000004oiYEYAY,2025-10-30T18:18:45.000+0000,(519)804-9269X1112,1112,mike@erbanderbfinancial.com,(519)741-1977,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVVGcYAO,False,,23421072,003G0000018f6XIIAY,0010A000002wOUNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:23:23.000+0000,False,False,005OH00000245ROYAY,2025-10-30T18:23:23.000+0000,005OH00000245ROYAY,2025-10-30T18:23:23.000+0000,005OH00000245ROYAY,2025-10-30T18:23:23.000+0000,(519)690-2862,(519) 860-2869,timkelly@timjkelly.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVVGeYAO,False,,23422513,003OH00000APrMnYAL,001OH00000CbGJtYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:45:11.000+0000,False,False,0055o000002KxmIAAS,2025-10-30T18:45:11.000+0000,0055o000002KxmIAAS,2025-10-30T18:45:12.000+0000,0055o000002KxmIAAS,2025-10-30T18:45:12.000+0000,(519)743-5404,2267897988,liam@yourlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVVYPYA4,False,,23423121,0030A0000029pjcQAA,0010A000002wC7JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:55:49.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T18:55:49.000+0000,005OH000004Ir1xYAC,2025-10-30T18:55:49.000+0000,005OH000004Ir1xYAC,2025-10-30T18:55:49.000+0000,(403)381-9195,,dan@advfinancial.ca,(403)380-2290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVdvkYAC,False,,23424857,003G0000018f6aGIAQ,0010A000002wOXYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:24:45.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T19:24:45.000+0000,0055o000002KxaMAAS,2025-10-30T19:24:45.000+0000,0055o000002KxaMAAS,2025-10-30T19:24:45.000+0000,(403)262-2080,,mpaolucci@hamiltonandpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVf6NYAS,False,,23425334,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:32:33.000+0000,False,False,005OH000005URvxYAG,2025-10-30T19:32:33.000+0000,005OH000005URvxYAG,2025-10-30T19:32:33.000+0000,005OH000005URvxYAG,2025-10-30T19:32:33.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVfPgYAK,False,,23424521,0030A0000029pW3QAI,0010A000002wBx8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:18:36.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T19:18:36.000+0000,005OH000004Ir1xYAC,2025-10-30T19:18:37.000+0000,005OH000004Ir1xYAC,2025-10-30T19:18:37.000+0000,(403)618-5144,,hoodgail532@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eViCEYA0,False,,23421962,0030A0000029c92QAA,0010A000002w0xOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:36:11.000+0000,False,False,0055o000002DK5fAAG,2025-10-30T18:36:11.000+0000,0055o000002DK5fAAG,2025-10-30T18:36:11.000+0000,0055o000002DK5fAAG,2025-10-30T18:36:11.000+0000,(905)608-2255,,karl.runnalls@iaprivatewealth.ca,(905)608-1155,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eViP8YAK,False,,23423326,0030A0000029hkxQAA,0010A000002w5aKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:59:13.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T18:59:13.000+0000,005OH000004Ir1xYAC,2025-10-30T18:59:14.000+0000,005OH000004Ir1xYAC,2025-10-30T18:59:14.000+0000,(403)771-8235,(403) 771-8235,nigel.radwell@twopinefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVjBZYA0,False,,23424127,0030A0000029ct9QAA,0010A000002w1UeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:12:36.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T19:12:36.000+0000,005OH000004Ir1xYAC,2025-10-30T19:12:36.000+0000,005OH000004Ir1xYAC,2025-10-30T19:12:36.000+0000,(403)444-4904,5198412811,beverly@yourfamilycfo.ca,(519)821-9822,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVjUtYAK,False,,23422781,0030A0000029j3cQAA,0010A000002w6ctQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:50:00.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T18:50:00.000+0000,005OH000004Ir1xYAC,2025-10-30T18:50:00.000+0000,005OH000004Ir1xYAC,2025-10-30T18:50:00.000+0000,(403)861-8682,,jameskinmanwong@gmail.com,(403)208-0778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVkXQYA0,False,,23423702,0030A0000029ctwQAA,0010A000002w1VHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:05:43.000+0000,False,False,0055o000002DK5fAAG,2025-10-30T19:05:43.000+0000,0055o000002DK5fAAG,2025-10-30T19:05:43.000+0000,0055o000002DK5fAAG,2025-10-30T19:05:43.000+0000,(705)323-9149,,d.ohalloran@iaprivatewealth.ca,(705)323-9317,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVmsZYAS,False,,23422436,0030A000007AVQiQAO,0010A0000081R5mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:43:46.000+0000,False,False,005G0000002gxxjIAA,2025-10-30T18:43:46.000+0000,005G0000002gxxjIAA,2025-10-30T18:43:46.000+0000,005G0000002gxxjIAA,2025-10-30T18:43:46.000+0000,(450)443-6496,(514) 623-4705,david.pereira@ig.ca,(450)443-8132,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVoxaYAC,False,,23422538,0030A0000062HjCQAU,0010A000006mrciQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T18:45:43.000+0000,False,False,0050A000000Hq5PQAS,2025-10-30T18:45:43.000+0000,0050A000000Hq5PQAS,2025-10-30T18:45:44.000+0000,0050A000000Hq5PQAS,2025-10-30T18:45:44.000+0000,(705)745-1324,(705) 559-5025,chad@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVq6aYAC,False,,23424508,0030A0000029eBqQAI,0010A000002w2anQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:18:26.000+0000,False,False,0055o000002DK5fAAG,2025-10-30T19:18:26.000+0000,0055o000002DK5fAAG,2025-10-30T19:18:27.000+0000,0055o000002DK5fAAG,2025-10-30T19:18:27.000+0000,(905)639-5777,,david.little@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVqD2YAK,False,,23425342,003G0000018f7QBIAY,0010A000002wPWaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:32:40.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T19:32:40.000+0000,0055o000002KxaMAAS,2025-10-30T19:32:41.000+0000,0055o000002KxaMAAS,2025-10-30T19:32:41.000+0000,(403) 266-5509,(403) 681-3250,jean@watermarkbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVv9SYAS,False,,23423379,0030A0000029hkxQAA,0010A000002w5aKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:00:02.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T19:00:02.000+0000,005OH000004Ir1xYAC,2025-10-30T19:00:02.000+0000,005OH000004Ir1xYAC,2025-10-30T19:00:02.000+0000,(403)771-8235,(403) 771-8235,nigel.radwell@twopinefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVwWwYAK,False,,23424769,0030A0000029YQ1QAM,0010A000002vxr4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:23:03.000+0000,False,False,0050A000000Hq5PQAS,2025-10-30T19:23:03.000+0000,0050A000000Hq5PQAS,2025-10-30T19:23:03.000+0000,0050A000000Hq5PQAS,2025-10-30T19:23:03.000+0000,(905)554-6110,,wayne@thewestmangroup.com,(905)554-6140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVxuSYAS,False,,23426403,0030A0000029ln9QAA,0010A000002w8sGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:50:37.000+0000,False,False,0055o000001NWfMAAW,2025-10-30T19:50:37.000+0000,0055o000001NWfMAAW,2025-10-30T19:50:37.000+0000,0055o000001NWfMAAW,2025-10-30T19:50:37.000+0000,(905)624-0008X201,(905)624-0008,zahid@oroojfinancial.com,(905)624-6660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eVz09YAC,False,,23423500,0030A0000052RFNQA2,0010A000005nn6QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:01:59.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T19:01:59.000+0000,005OH000004Ir1xYAC,2025-10-30T19:01:59.000+0000,005OH000004Ir1xYAC,2025-10-30T19:01:59.000+0000,(403)328-2700X232,,mark.kolle@live.ca,(403)328-2776,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW0gzYAC,False,,23423636,0030A0000029nssQAA,0010A000002wAfUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:04:24.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T19:04:24.000+0000,005OH000004Ir1xYAC,2025-10-30T19:04:24.000+0000,005OH000004Ir1xYAC,2025-10-30T19:04:24.000+0000,(403)243-2390,,david@apexfc.com,(403)262-1346,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW1mjYAC,False,,23423756,0030A0000029hzhQAA,0010A000002w5mGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:06:31.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T19:06:31.000+0000,005OH000004Ir1xYAC,2025-10-30T19:06:31.000+0000,005OH000004Ir1xYAC,2025-10-30T19:06:31.000+0000,(403)209-4049,,steele@coveredbysteele.com,(403)265-8720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW2VxYAK,False,,23427465,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:10:54.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T20:10:54.000+0000,005OH000003ds0PYAQ,2025-10-30T20:10:54.000+0000,005OH000003ds0PYAQ,2025-10-30T20:10:54.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW2vnYAC,False,,23424923,003G0000018f6j7IAA,0010A000002wOjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:25:50.000+0000,False,False,0050A000000Hq5PQAS,2025-10-30T19:25:50.000+0000,0050A000000Hq5PQAS,2025-10-30T19:25:51.000+0000,0050A000000Hq5PQAS,2025-10-30T19:25:51.000+0000,(416)576-8491,(416) 576-8491,ash@chitralafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW3jhYAC,False,,23423959,003OH00000JvgvkYAB,001OH00000OMViZYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:09:39.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T19:09:39.000+0000,005OH000004Ir1xYAC,2025-10-30T19:09:39.000+0000,005OH000004Ir1xYAC,2025-10-30T19:09:39.000+0000,(587)952-1888,,joey@tievoliwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW3whYAC,False,,23427593,0030A0000029nw3QAA,0010A000002wAhcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:14:08.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:14:08.000+0000,005OH000005URvxYAG,2025-10-30T20:14:08.000+0000,005OH000005URvxYAG,2025-10-30T20:14:08.000+0000,(780)990-7248,,dschumacher@abacuswm.com,(780)989-2750,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW4hTYAS,False,,23426720,0030A00000AogRBQAZ,0010A00000BNybBQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:56:34.000+0000,False,False,005OH000005URvxYAG,2025-10-30T19:56:34.000+0000,005OH000005URvxYAG,2025-10-30T19:56:35.000+0000,005OH000005URvxYAG,2025-10-30T19:56:35.000+0000,(780)448-1988,,barry.fischer@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW5dTYAS,False,,23425522,003OH00000SRL3XYAX,001OH00000YcYgmYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:35:51.000+0000,False,False,0055o000001NWfMAAW,2025-10-30T19:35:51.000+0000,0055o000001NWfMAAW,2025-10-30T19:35:51.000+0000,0055o000001NWfMAAW,2025-10-30T19:35:51.000+0000,(647)987-6788,,daniel.yao@huswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW6MbYAK,False,,23424172,0030A0000029Z2VQAU,0010A000002vyNaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:13:21.000+0000,False,False,005OH000004oiYEYAY,2025-10-30T19:13:21.000+0000,005OH000004oiYEYAY,2025-10-30T19:13:21.000+0000,005OH000004oiYEYAY,2025-10-30T19:13:21.000+0000,(519)903-7787,,ksis2018@outlook.com,(519)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW7IfYAK,False,,23424262,003G0000018f6rgIAA,0010A000002wOtQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:15:00.000+0000,False,False,0050A000000Hq5PQAS,2025-10-30T19:15:00.000+0000,0050A000000Hq5PQAS,2025-10-30T19:15:01.000+0000,0050A000000Hq5PQAS,2025-10-30T19:15:01.000+0000,(705)761-6645,(705) 761-6645,brian@heritagewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eW8zXYAS,False,,23425437,003G0000018f7QBIAY,0010A000002wPWaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:34:31.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T19:34:31.000+0000,0055o000002KxaMAAS,2025-10-30T19:34:31.000+0000,0055o000002KxaMAAS,2025-10-30T19:34:31.000+0000,(403) 266-5509,(403) 681-3250,jean@watermarkbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWAuwYAG,False,,23427482,0030A0000029W6RQAU,0010A000002vvwaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:11:14.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T20:11:14.000+0000,005OH000003ds0PYAQ,2025-10-30T20:11:15.000+0000,005OH000003ds0PYAQ,2025-10-30T20:11:15.000+0000,(613)549-8602,,dlackonick@assante.com,(613)549-5691,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWCqFYAW,False,,23425182,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:30:12.000+0000,False,False,005OH000005URvxYAG,2025-10-30T19:30:12.000+0000,005OH000005URvxYAG,2025-10-30T19:30:12.000+0000,005OH000005URvxYAG,2025-10-30T19:30:12.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWDcdYAG,False,,23425352,0030A0000029kdhQAA,0010A000002w7wcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:32:57.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T19:32:57.000+0000,005OH000004Ir1xYAC,2025-10-30T19:32:57.000+0000,005OH000004Ir1xYAC,2025-10-30T19:32:57.000+0000,(403)852-4888,,yarkolo@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWDnwYAG,False,,23427514,0030A00000Auaa6QAB,0010A00000BUwwIQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:12:02.000+0000,False,False,005OH000003ds0PYAQ,2025-10-30T20:12:02.000+0000,005OH000003ds0PYAQ,2025-10-30T20:12:03.000+0000,005OH000003ds0PYAQ,2025-10-30T20:12:03.000+0000,(705)675-8900,,dino.rocca@nbpcd.com,(705)675-8936,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWEDiYAO,False,,23425194,0031600002YSCPnAAP,0010A000002wODtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:30:20.000+0000,False,False,0050A000000Hq5PQAS,2025-10-30T19:30:20.000+0000,0050A000000Hq5PQAS,2025-10-30T19:30:20.000+0000,0050A000000Hq5PQAS,2025-10-30T19:30:20.000+0000,(905)831-3600,(647) 981-4138,lreid@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWHEnYAO,False,,23425261,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:31:33.000+0000,False,False,005OH000005URvxYAG,2025-10-30T19:31:33.000+0000,005OH000005URvxYAG,2025-10-30T19:31:33.000+0000,005OH000005URvxYAG,2025-10-30T19:31:33.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWINnYAO,False,,23427951,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:20:48.000+0000,False,False,005OH000004pk06YAA,2025-10-30T20:20:48.000+0000,005OH000004pk06YAA,2025-10-30T20:20:49.000+0000,005OH000004pk06YAA,2025-10-30T20:20:49.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWIPNYA4,False,,23425390,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T19:33:38.000+0000,False,False,005OH000005URvxYAG,2025-10-30T19:33:38.000+0000,005OH000005URvxYAG,2025-10-30T19:33:38.000+0000,005OH000005URvxYAG,2025-10-30T19:33:38.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWMw3YAG,False,,23428148,003G0000018f7QRIAY,0010A000002wPWqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:24:11.000+0000,False,False,0055o000002KxaMAAS,2025-10-30T20:24:11.000+0000,0055o000002KxaMAAS,2025-10-30T20:24:12.000+0000,0055o000002KxaMAAS,2025-10-30T20:24:12.000+0000,(403) 226-0321,,mike@signaturefs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWOt4YAG,False,,23427156,003OH00000BtEx0YAF,001OH00000EHUbHYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:05:05.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:05:05.000+0000,005OH000005URvxYAG,2025-10-30T20:05:06.000+0000,005OH000005URvxYAG,2025-10-30T20:05:06.000+0000,(780)908-2296,780-966-3071,jasbad@ymail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWWIgYAO,False,,23426960,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:00:49.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:00:49.000+0000,005OH000005URvxYAG,2025-10-30T20:00:50.000+0000,005OH000005URvxYAG,2025-10-30T20:00:50.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWXwJYAW,False,,23427309,0030A0000029otuQAA,0010A000002wBTrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:08:13.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:08:13.000+0000,005OH000005URvxYAG,2025-10-30T20:08:13.000+0000,005OH000005URvxYAG,2025-10-30T20:08:13.000+0000,(780)966-5084,,cboyle@legacyfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWbdOYAS,False,,23428173,0030A0000029YTzQAM,0010A000002vxtuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:24:34.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T20:24:34.000+0000,005OH000004Ir1xYAC,2025-10-30T20:24:34.000+0000,005OH000004Ir1xYAC,2025-10-30T20:24:34.000+0000,(403)934-5025,,colleen@swagars.ca,(403)934-5047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWdDhYAK,False,,23427413,0030A0000029X3IQAU,0010A000002vwifQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:09:55.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:09:55.000+0000,005OH000005URvxYAG,2025-10-30T20:09:55.000+0000,005OH000005URvxYAG,2025-10-30T20:09:55.000+0000,(780)668-1770,,jason@zdybfinancials.com,(780)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWdYgYAK,False,,23427536,0030A0000029lxCQAQ,0010A000002w8zeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:12:36.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:12:36.000+0000,005OH000005URvxYAG,2025-10-30T20:12:37.000+0000,005OH000005URvxYAG,2025-10-30T20:12:37.000+0000,(780)709-0711,,dan@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWfSWYA0,False,,23429613,0030A0000029kdhQAA,0010A000002w7wcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:58:28.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T20:58:28.000+0000,005OH000004Ir1xYAC,2025-10-30T20:58:28.000+0000,005OH000004Ir1xYAC,2025-10-30T20:58:28.000+0000,(403)852-4888,,yarkolo@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWg3VYAS,False,,23427612,0030A0000029ln9QAA,0010A000002w8sGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:14:29.000+0000,False,False,0055o000001NWfMAAW,2025-10-30T20:14:29.000+0000,0055o000001NWfMAAW,2025-10-30T20:14:30.000+0000,0055o000001NWfMAAW,2025-10-30T20:14:30.000+0000,(905)624-0008X201,(905)624-0008,zahid@oroojfinancial.com,(905)624-6660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWg3cYAC,False,,23429222,0030A0000029otuQAA,0010A000002wBTrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:48:38.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:48:38.000+0000,005OH000005URvxYAG,2025-10-30T20:48:39.000+0000,005OH000005URvxYAG,2025-10-30T20:48:39.000+0000,(780)966-5084,,cboyle@legacyfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWgq0YAC,False,,23430654,0030A0000029othQAA,0010A000002wBTjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T21:31:07.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T21:31:07.000+0000,005OH000004Ir1xYAC,2025-10-30T21:31:07.000+0000,005OH000004Ir1xYAC,2025-10-30T21:31:07.000+0000,(403)327-6808,,dale@reimerfin.com,(403)327-9180,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWkOwYAK,False,,23429331,0035o000005z7wjAAA,0015o000006WwkgAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:50:52.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:50:52.000+0000,005OH000005URvxYAG,2025-10-30T20:50:52.000+0000,005OH000005URvxYAG,2025-10-30T20:50:52.000+0000,(780)729-9862,,dericlau@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWkofYAC,False,,23428065,0030A0000029XaxQAE,0010A000002vx8CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:22:49.000+0000,False,False,005OH000004Ir1xYAC,2025-10-30T20:22:49.000+0000,005OH000004Ir1xYAC,2025-10-30T20:22:49.000+0000,005OH000004Ir1xYAC,2025-10-30T20:22:49.000+0000,(855)259-5865,(250) 421-4701,jaymes@dukemontane.com,(403)982-1022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWmSJYA0,False,,23428980,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:42:00.000+0000,False,False,005OH000004pk06YAA,2025-10-30T20:42:00.000+0000,005OH000004pk06YAA,2025-10-30T20:42:01.000+0000,005OH000004pk06YAA,2025-10-30T20:42:01.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWmaLYAS,False,,23428260,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:26:34.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:26:34.000+0000,005OH000005URvxYAG,2025-10-30T20:26:35.000+0000,005OH000005URvxYAG,2025-10-30T20:26:35.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWn1oYAC,False,,23429401,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:52:57.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:52:57.000+0000,005OH000005URvxYAG,2025-10-30T20:52:58.000+0000,005OH000005URvxYAG,2025-10-30T20:52:58.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWncrYAC,False,,23428357,003OH00000QjYMtYAN,001OH00000WWlnuYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T20:28:36.000+0000,False,False,005OH000005URvxYAG,2025-10-30T20:28:36.000+0000,005OH000005URvxYAG,2025-10-30T20:28:36.000+0000,005OH000005URvxYAG,2025-10-30T20:28:36.000+0000,(403)346-0095,(403) 396-2094,shirleychahley@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eWz2wYAC,False,,23429830,0030A0000029YTeQAM,0010A000002vxtjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T21:04:18.000+0000,False,False,005OH000005URvxYAG,2025-10-30T21:04:18.000+0000,005OH000005URvxYAG,2025-10-30T21:04:19.000+0000,005OH000005URvxYAG,2025-10-30T21:04:19.000+0000,(403)347-9457,,afs.reddeer@telus.net,(403)347-0054,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eX1nvYAC,False,,23429874,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T21:05:17.000+0000,False,False,005OH000005URvxYAG,2025-10-30T21:05:17.000+0000,005OH000005URvxYAG,2025-10-30T21:05:18.000+0000,005OH000005URvxYAG,2025-10-30T21:05:18.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eX3EbYAK,False,,23429774,0030A0000029Wp9QAE,0010A000002vwUlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T21:02:46.000+0000,False,False,005OH000005URvxYAG,2025-10-30T21:02:46.000+0000,005OH000005URvxYAG,2025-10-30T21:02:47.000+0000,005OH000005URvxYAG,2025-10-30T21:02:47.000+0000,(780)660-9911,,mstephan.broker@gmail.com,(888)875-4414,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eX5jTYAS,False,,23430808,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-30T21:36:06.000+0000,False,False,005OH000005URvxYAG,2025-10-30T21:36:06.000+0000,005OH000005URvxYAG,2025-10-30T21:36:06.000+0000,005OH000005URvxYAG,2025-10-30T21:36:06.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,154.0
500OH00000eYZItYAO,False,,23433908,003G0000018f6fHIAQ,0010A000002wOdJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T12:15:47.000+0000,False,False,005G0000002gxxjIAA,2025-10-31T12:15:47.000+0000,005G0000002gxxjIAA,2025-10-31T12:15:47.000+0000,005G0000002gxxjIAA,2025-10-31T12:15:47.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eYcrrYAC,False,,23434126,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,will need to fax PAC paperwork to CI,True,2025-10-31T12:42:21.000+0000,False,False,005OH000006uYrkYAE,2025-10-31T12:33:29.000+0000,005OH000006uYrkYAE,2025-10-31T12:42:22.000+0000,005OH000006uYrkYAE,2025-10-31T12:42:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eYicIYAS,False,,23434213,003G0000018f6fHIAQ,0010A000002wOdJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T12:38:40.000+0000,False,False,005G0000002gxxjIAA,2025-10-31T12:38:40.000+0000,005G0000002gxxjIAA,2025-10-31T12:38:40.000+0000,005G0000002gxxjIAA,2025-10-31T12:38:40.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZ2eKYAS,False,,23437482,0030A0000029ZtXQAU,0010A000002vz7cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:20:07.000+0000,False,False,005OH000007fgYjYAI,2025-10-31T14:20:07.000+0000,005OH000007fgYjYAI,2025-10-31T14:20:08.000+0000,005OH000007fgYjYAI,2025-10-31T14:20:08.000+0000,(514)816-0603,,a.ettajani@sf-ae.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZ6ZlYAK,False,,23435947,0030A000007uAJ9QAM,0010A000008mbH9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T13:42:29.000+0000,False,False,0055o000001fOwHAAU,2025-10-31T13:42:29.000+0000,0055o000001fOwHAAU,2025-10-31T13:42:30.000+0000,0055o000001fOwHAAU,2025-10-31T13:42:30.000+0000,(905)682-2651,(289) 228-7861,nadia.potter@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZ7inYAC,False,,23437355,0030A0000029ktfQAA,0010A000002w88LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:17:12.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T14:17:12.000+0000,0055o000002DK5fAAG,2025-10-31T14:17:12.000+0000,0055o000002DK5fAAG,2025-10-31T14:17:12.000+0000,(905)937-0962,,jac.morrison@iaprivatewealth.ca,(905)937-9268,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZDTDYA4,False,,23437925,0030A0000029leFQAQ,0010A000002w8m6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:29:01.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T14:29:01.000+0000,0055o000002DK5fAAG,2025-10-31T14:29:01.000+0000,0055o000002DK5fAAG,2025-10-31T14:29:01.000+0000,(416)412-4312,,c.monaco@iaprivatewealth.ca,(416)412-4286,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZEDxYAO,False,,23436593,0030A0000029ZqPQAU,0010A000002vz4OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T13:58:22.000+0000,False,False,0055o000001NWfMAAW,2025-10-31T13:58:22.000+0000,0055o000001NWfMAAW,2025-10-31T13:58:23.000+0000,0055o000001NWfMAAW,2025-10-31T13:58:23.000+0000,(647)588-3509,,sjcaddie@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZGUJYA4,False,,23437518,0030A0000091DkpQAE,0010A000009xmx5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:20:52.000+0000,False,False,005OH000004oiYEYAY,2025-10-31T14:20:52.000+0000,005OH000004oiYEYAY,2025-10-31T14:20:52.000+0000,005OH000004oiYEYAY,2025-10-31T14:20:52.000+0000,(519)404-3491,,matt@powervestfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZHi6YAG,False,,23437142,003G0000018f6gyIAA,0010A000002wOhEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:11:52.000+0000,False,False,0055o000001fOwHAAU,2025-10-31T14:11:52.000+0000,0055o000001fOwHAAU,2025-10-31T14:11:53.000+0000,0055o000001fOwHAAU,2025-10-31T14:11:53.000+0000,(416)457-8971,,pete@petegillespie.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZJ0mYAG,False,,23437994,0030A00000CjdoOQAR,0010A00000DLGtPQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:30:21.000+0000,False,False,005OH000004oiYEYAY,2025-10-31T14:30:21.000+0000,005OH000004oiYEYAY,2025-10-31T14:30:22.000+0000,005OH000004oiYEYAY,2025-10-31T14:30:22.000+0000,(519)636-3046,,ray_dragunas@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZJNLYA4,False,,23437599,0030A00000984zvQAA,0010A00000A5PvYQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:22:37.000+0000,False,False,0055o000001NWfMAAW,2025-10-31T14:22:37.000+0000,0055o000001NWfMAAW,2025-10-31T14:22:37.000+0000,0055o000001NWfMAAW,2025-10-31T14:22:37.000+0000,(905)307-8999,(416) 319-3613,lijianying1023@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZJn7YAG,False,,23437038,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:09:16.000+0000,False,False,005OH00000245RQYAY,2025-10-31T14:09:16.000+0000,005OH00000245RQYAY,2025-10-31T14:09:17.000+0000,005OH00000245RQYAY,2025-10-31T14:09:17.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZLVaYAO,False,,23437251,0030A0000029k8mQAA,0010A000002w7VvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:14:34.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T14:14:34.000+0000,0055o000002DK5fAAG,2025-10-31T14:14:35.000+0000,0055o000002DK5fAAG,2025-10-31T14:14:35.000+0000,(905)336-9544,,peter.long@iaprivatewealth.ca,(905)336-9836,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZS2PYAW,False,,23437711,003OH00000VwWp4YAF,001OH00000d1oSgYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:24:49.000+0000,False,False,005OH000004oiYEYAY,2025-10-31T14:24:49.000+0000,005OH000004oiYEYAY,2025-10-31T14:24:50.000+0000,005OH000004oiYEYAY,2025-10-31T14:24:50.000+0000,(226)526-4511,6398400125,david.tuffin@spectrefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZS7GYAW,False,,23437767,003OH00000VwWp4YAF,001OH00000d1oSgYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:26:05.000+0000,False,False,005OH000004oiYEYAY,2025-10-31T14:26:05.000+0000,005OH000004oiYEYAY,2025-10-31T14:26:06.000+0000,005OH000004oiYEYAY,2025-10-31T14:26:06.000+0000,(226)526-4511,6398400125,david.tuffin@spectrefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZTCzYAO,False,,23437819,0030A000007Hb3fQAC,0010A0000088sJWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:27:12.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T14:27:12.000+0000,005OH000003ds0PYAQ,2025-10-31T14:27:13.000+0000,005OH000003ds0PYAQ,2025-10-31T14:27:13.000+0000,(613)549-8602,,efitzgerald@assante.com,(613)417-3734,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZTT8YAO,False,,23437911,0030A0000029VmGQAU,0010A000002vveFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:28:50.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T14:28:50.000+0000,005OH000003ds0PYAQ,2025-10-31T14:28:51.000+0000,005OH000003ds0PYAQ,2025-10-31T14:28:51.000+0000,(705)523-3771,,elyse.clements@rbc.com,(416)313-5490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZVJdYAO,False,,23438033,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:31:05.000+0000,False,False,005OH00000245RQYAY,2025-10-31T14:31:05.000+0000,005OH00000245RQYAY,2025-10-31T14:31:05.000+0000,005OH00000245RQYAY,2025-10-31T14:31:05.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZXQJYA4,False,,23439832,0030A0000029nw3QAA,0010A000002wAhcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:08:06.000+0000,False,False,005OH000005URvxYAG,2025-10-31T15:08:06.000+0000,005OH000005URvxYAG,2025-10-31T15:08:06.000+0000,005OH000005URvxYAG,2025-10-31T15:08:06.000+0000,(780)990-7248,,dschumacher@abacuswm.com,(780)989-2750,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZbaQYAS,False,,23439944,0030A0000029oSxQAI,0010A000002wB6hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:10:35.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:10:35.000+0000,005OH000003ds0PYAQ,2025-10-31T15:10:35.000+0000,005OH000003ds0PYAQ,2025-10-31T15:10:35.000+0000,(705)476-5422,,ethomson@assante.com,(705)476-7842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZcHuYAK,False,,23439180,0035o000004wO5pAAE,0015o000005VAbIAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:55:30.000+0000,False,False,005OH000007fgYjYAI,2025-10-31T14:55:30.000+0000,005OH000007fgYjYAI,2025-10-31T14:55:30.000+0000,005OH000007fgYjYAI,2025-10-31T14:55:30.000+0000,(819)307-1372,,admin@gfsymbiose.com,(819)566-9232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZgzuYAC,False,,23440283,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:17:11.000+0000,False,False,005OH000004oiYEYAY,2025-10-31T15:17:11.000+0000,005OH000004oiYEYAY,2025-10-31T15:17:12.000+0000,005OH000004oiYEYAY,2025-10-31T15:17:12.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZiK8YAK,False,,23440623,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:23:38.000+0000,False,False,005OH00000245RQYAY,2025-10-31T15:23:38.000+0000,005OH00000245RQYAY,2025-10-31T15:23:38.000+0000,005OH00000245RQYAY,2025-10-31T15:23:39.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZkDsYAK,False,,23440448,0030A0000029dTAQAY,0010A000002w204QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:20:06.000+0000,False,False,005OH000004oiYEYAY,2025-10-31T15:20:06.000+0000,005OH000004oiYEYAY,2025-10-31T15:20:06.000+0000,005OH000004oiYEYAY,2025-10-31T15:20:06.000+0000,(519)325-0332,,themoneyguy@wavedirect.net,(519)325-0338,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZkIfYAK,False,,23439346,0030A00000BmYyzQAF,0010A00000CN0InQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T14:58:36.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T14:58:36.000+0000,0055o000002DK5fAAG,2025-10-31T14:58:36.000+0000,0055o000002DK5fAAG,2025-10-31T14:58:36.000+0000,(416)201-8285,,paola.distefano@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZkYrYAK,False,,23442061,0030A0000029gQQQAY,0010A000002w4TUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:48:34.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:48:34.000+0000,005OH000003ds0PYAQ,2025-10-31T15:48:35.000+0000,005OH000003ds0PYAQ,2025-10-31T15:48:35.000+0000,(647)287-2432,,fiona@stoneinsurance.ca,(613)353-2449,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZl6iYAC,False,,23440152,0030A0000029X7oQAE,0010A000002vwmnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:14:36.000+0000,False,False,005OH000004oiYEYAY,2025-10-31T15:14:36.000+0000,005OH000004oiYEYAY,2025-10-31T15:14:37.000+0000,005OH000004oiYEYAY,2025-10-31T15:14:37.000+0000,(519)652-8484,,briansmith@legacywealthmgt.com,(519)652-8585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZlQ1YAK,False,,23439438,0030A0000029cgcQAA,0010A000002w1KhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:00:29.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:00:29.000+0000,005OH000003ds0PYAQ,2025-10-31T15:00:29.000+0000,005OH000003ds0PYAQ,2025-10-31T15:00:29.000+0000,(705)476-5422,(705) 492-8797,eric.simard@assante.com,(705)476-7842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZnbaYAC,False,,23441493,0030A0000029cxwQAA,0010A000002w1YsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:38:46.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:38:46.000+0000,005OH000003ds0PYAQ,2025-10-31T15:38:47.000+0000,005OH000003ds0PYAQ,2025-10-31T15:38:47.000+0000,(613)599-8885,(613) 325-9728,fabien@wealthlifecapital.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZnq4YAC,False,,23442225,0030A0000029ehHQAQ,0010A000002w2yLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:51:19.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:51:19.000+0000,005OH000003ds0PYAQ,2025-10-31T15:51:19.000+0000,005OH000003ds0PYAQ,2025-10-31T15:51:19.000+0000,(613)498-0777,,forwardvision@ripnet.com,(613)498-1782,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZriPYAS,False,,23442659,0030A00000ApRtvQAF,0010A00000BP7NCQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:57:55.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:57:55.000+0000,005OH000003ds0PYAQ,2025-10-31T15:57:55.000+0000,005OH000003ds0PYAQ,2025-10-31T15:57:55.000+0000,(613)547-5288,,francois.marceau@nbpcd.com,(613)547-9347,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZs0AYAS,False,,23442790,003OH00000C2za7YAB,001OH00000ETN4YYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:59:53.000+0000,False,False,005OH000004oiYEYAY,2025-10-31T15:59:53.000+0000,005OH000004oiYEYAY,2025-10-31T15:59:53.000+0000,005OH000004oiYEYAY,2025-10-31T15:59:53.000+0000,(416)671-4087,,palmfinancialsolutions@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZtyfYAC,False,,23440145,0030A0000029ZqPQAU,0010A000002vz4OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:14:29.000+0000,False,False,0055o000001NWfMAAW,2025-10-31T15:14:29.000+0000,0055o000001NWfMAAW,2025-10-31T15:14:30.000+0000,0055o000001NWfMAAW,2025-10-31T15:14:30.000+0000,(647)588-3509,,sjcaddie@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZwyFYAS,False,,23442536,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:56:06.000+0000,False,False,005OH000005URvxYAG,2025-10-31T15:56:06.000+0000,005OH000005URvxYAG,2025-10-31T15:56:07.000+0000,005OH000005URvxYAG,2025-10-31T15:56:07.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZx7tYAC,False,,23441921,003G0000018f6oAIAQ,0010A000002wOpuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:45:43.000+0000,False,False,0055o000001h4cFAAQ,2025-10-31T15:45:43.000+0000,0055o000001h4cFAAQ,2025-10-31T15:45:43.000+0000,0055o000001h4cFAAQ,2025-10-31T15:45:43.000+0000,(807)227-2950,,debbie@lakecountryfg.ca,(844)899-1818,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZxXdYAK,False,,23440449,0030A0000029jdPQAQ,0010A000002w77iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:20:07.000+0000,False,False,005OH000005URvxYAG,2025-10-31T15:20:07.000+0000,005OH000005URvxYAG,2025-10-31T15:20:07.000+0000,005OH000005URvxYAG,2025-10-31T15:20:07.000+0000,(403)302-3663,,moller.michael@shaw.ca,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZxXeYAK,False,,23440828,0030A0000029VWVQA2,0010A000002vvPcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:27:05.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:27:05.000+0000,005OH000003ds0PYAQ,2025-10-31T15:27:05.000+0000,005OH000003ds0PYAQ,2025-10-31T15:27:05.000+0000,(705)759-6100,,esterina.killoran@rbc.com,(705)759-0699,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZxcUYAS,False,,23440582,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:22:53.000+0000,False,False,005OH000005URvxYAG,2025-10-31T15:22:53.000+0000,005OH000005URvxYAG,2025-10-31T15:22:53.000+0000,005OH000005URvxYAG,2025-10-31T15:22:53.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZxfkYAC,False,,23441425,003OH00000GNxnmYAD,001OH00000KKe13YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:37:41.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:37:41.000+0000,005OH000003ds0PYAQ,2025-10-31T15:37:41.000+0000,005OH000003ds0PYAQ,2025-10-31T15:37:41.000+0000,(613)507-1131,,evelyne.laurin@kccuwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZy79YAC,False,,23441308,003OH00000FwzP8YAJ,001OH00000Jqox8YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:35:44.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:35:44.000+0000,005OH000003ds0PYAQ,2025-10-31T15:35:44.000+0000,005OH000003ds0PYAQ,2025-10-31T15:35:44.000+0000,(905)213-1190,,eculbert@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZyFDYA0,False,,23440544,0030A0000029ajDQAQ,0010A000002vznrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-10-31T15:26:21.000+0000,False,False,005OH000006uYruYAE,2025-10-31T15:22:12.000+0000,005OH000006uYruYAE,2025-10-31T15:26:22.000+0000,005OH000006uYruYAE,2025-10-31T15:26:22.000+0000,(519)307-5871,,ken@protectyourfinances.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eZynAYAS,False,,23441963,003OH00000BAd9vYAD,001OH00000DT2yHYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:46:35.000+0000,False,False,0055o000001h4cFAAQ,2025-10-31T15:46:35.000+0000,0055o000001h4cFAAQ,2025-10-31T15:46:35.000+0000,0055o000001h4cFAAQ,2025-10-31T15:46:35.000+0000,(204)617-7586,,pdorion@tipipartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ea02ZYAQ,False,,23442626,0035o000006cCEQAA2,0015o000007BORSAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:57:30.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T15:57:30.000+0000,0055o000002DK5fAAG,2025-10-31T15:57:31.000+0000,0055o000002DK5fAAG,2025-10-31T15:57:31.000+0000,(905)763-2339X18,(647) 868-2778,lynn.wang@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ea1oAYAQ,False,,23441793,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:43:50.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:43:50.000+0000,005OH000003ds0PYAQ,2025-10-31T15:43:50.000+0000,005OH000003ds0PYAQ,2025-10-31T15:43:50.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ea2h0YAA,False,,23441354,003OH00000WMTLvYAP,001OH00000dda8cYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:36:41.000+0000,False,False,005OH000007fgYjYAI,2025-10-31T15:36:41.000+0000,005OH000007fgYjYAI,2025-10-31T15:36:41.000+0000,005OH000007fgYjYAI,2025-10-31T15:36:41.000+0000,(514)922-4396,514-603-0882,dufour.alexia@outlook.com,(514)221-3787,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ea3ZtYAI,False,,23441585,0030A0000029g40QAA,0010A000002w47rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:40:14.000+0000,False,False,005OH000007fgYjYAI,2025-10-31T15:40:14.000+0000,005OH000007fgYjYAI,2025-10-31T15:40:14.000+0000,005OH000007fgYjYAI,2025-10-31T15:40:14.000+0000,(450)663-8877,(514) 944-7181,info@gpvq.ca,(450)661-5793,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ea4hCYAQ,False,,23441261,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:35:03.000+0000,False,False,005OH000005URvxYAG,2025-10-31T15:35:03.000+0000,005OH000005URvxYAG,2025-10-31T15:35:03.000+0000,005OH000005URvxYAG,2025-10-31T15:35:03.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ea6ZJYAY,False,,23441243,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:34:45.000+0000,False,False,005G0000002gxxjIAA,2025-10-31T15:34:45.000+0000,005G0000002gxxjIAA,2025-10-31T15:34:45.000+0000,005G0000002gxxjIAA,2025-10-31T15:34:45.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ea7C2YAI,False,,23441350,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:36:37.000+0000,False,False,005OH000004pk06YAA,2025-10-31T15:36:37.000+0000,005OH000004pk06YAA,2025-10-31T15:36:38.000+0000,005OH000004pk06YAA,2025-10-31T15:36:38.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ea95mYAA,False,,23441983,0030A0000029j0DQAQ,0010A000002w6aXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:47:04.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:47:04.000+0000,005OH000003ds0PYAQ,2025-10-31T15:47:04.000+0000,005OH000003ds0PYAQ,2025-10-31T15:47:04.000+0000,(905)668-3579,,ronald.fennell@iainvestia.ca,(905)668-1488,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ea9CDYAY,False,,23441511,003G000001SolYNIAZ,0010A000002wSgnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:39:00.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T15:39:00.000+0000,0055o000002KxaMAAS,2025-10-31T15:39:01.000+0000,0055o000002KxaMAAS,2025-10-31T15:39:01.000+0000,(403)342-4822,,nathan@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaApqYAE,False,,23441734,0030A0000029l8BQAQ,0010A000002w8JnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:42:48.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:42:48.000+0000,005OH000003ds0PYAQ,2025-10-31T15:42:49.000+0000,005OH000003ds0PYAQ,2025-10-31T15:42:49.000+0000,(416)364-5400,,fabio@advisorsforlife.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaBp9YAE,False,,23442417,0035o000003T3HrAAK,0015o0000046NtgAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:54:16.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:54:16.000+0000,005OH000003ds0PYAQ,2025-10-31T15:54:16.000+0000,005OH000003ds0PYAQ,2025-10-31T15:54:16.000+0000,(416)500-8112,,francis@thebig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaCV4YAM,False,,23442694,0035o000006kUoYAAU,0015o000007KzYIAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:58:30.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:58:30.000+0000,005OH000003ds0PYAQ,2025-10-31T15:58:31.000+0000,005OH000003ds0PYAQ,2025-10-31T15:58:31.000+0000,(705)942-6113,,frank.daddetta@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaCoPYAU,False,,23441872,0030A0000029V0lQAE,0010A000002vv3LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:44:57.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:44:57.000+0000,005OH000003ds0PYAQ,2025-10-31T15:44:58.000+0000,005OH000003ds0PYAQ,2025-10-31T15:44:58.000+0000,(514)847-6624,,felix.cirelli@cibc.com,(705)677-7199,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaD2vYAE,False,,23441896,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:45:18.000+0000,False,False,005OH00000245RQYAY,2025-10-31T15:45:18.000+0000,005OH00000245RQYAY,2025-10-31T15:45:18.000+0000,005OH00000245RQYAY,2025-10-31T15:45:18.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaDB1YAM,False,,23442092,0030A0000029gQQQAY,0010A000002w4TUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:49:11.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:49:11.000+0000,005OH000003ds0PYAQ,2025-10-31T15:49:11.000+0000,005OH000003ds0PYAQ,2025-10-31T15:49:11.000+0000,(647)287-2432,,fiona@stoneinsurance.ca,(613)353-2449,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaFeDYAU,False,,23442126,0035o0000077UcTAAU,0015o000007lhchAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:49:37.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:49:37.000+0000,005OH000003ds0PYAQ,2025-10-31T15:49:38.000+0000,005OH000003ds0PYAQ,2025-10-31T15:49:38.000+0000,(613)542-8788,,fitzjamesgraham@hotmail.com,(613)542-0295,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaILzYAM,False,,23443810,0030A000006r1YBQAY,0010A000007gJYSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:17:30.000+0000,False,False,005OH000007fgYjYAI,2025-10-31T16:17:30.000+0000,005OH000007fgYjYAI,2025-10-31T16:17:31.000+0000,005OH000007fgYjYAI,2025-10-31T16:17:31.000+0000,(514)894-1589,(514) 894-1589,asantaguida@twmg.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaJ0HYAU,False,,23442493,0030A00000CeKg3QAF,0010A00000DFlsLQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:55:29.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T15:55:29.000+0000,0055o000002DK5fAAG,2025-10-31T15:55:29.000+0000,0055o000002DK5fAAG,2025-10-31T15:55:29.000+0000,(416)496-0999X302,,oksana@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaJGSYA2,False,,23446453,0030A0000029UnGQAU,0010A000002vuqtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:04:36.000+0000,False,False,005OH000005URvxYAG,2025-10-31T17:04:36.000+0000,005OH000005URvxYAG,2025-10-31T17:04:36.000+0000,005OH000005URvxYAG,2025-10-31T17:04:36.000+0000,(780)914-7542,,ross@hallettfinancial.ca,(780)756-3533,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaJrVYAU,False,,23442598,0030A0000029q5nQAA,0010A000002wCPmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T15:57:02.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T15:57:02.000+0000,005OH000003ds0PYAQ,2025-10-31T15:57:02.000+0000,005OH000003ds0PYAQ,2025-10-31T15:57:02.000+0000,(613)225-2020X102,613-724-0762,franco@myretirementcanada.com,(613)225-3424,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaMMNYA2,False,,23444069,003G0000018f6mXIAQ,0010A000002wOoFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:22:07.000+0000,False,False,005OH00000245RQYAY,2025-10-31T16:22:07.000+0000,005OH00000245RQYAY,2025-10-31T16:22:08.000+0000,005OH00000245RQYAY,2025-10-31T16:22:08.000+0000,(450)687-3971,(514) 668-5958,rg@rghali.ca,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaMkYYAU,False,,23442929,0030A0000029otuQAA,0010A000002wBTrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:01:36.000+0000,False,False,005OH000005URvxYAG,2025-10-31T16:01:36.000+0000,005OH000005URvxYAG,2025-10-31T16:01:37.000+0000,005OH000005URvxYAG,2025-10-31T16:01:37.000+0000,(780)966-5084,,cboyle@legacyfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaN0lYAE,False,,23447122,0030A0000029p2tQAA,0010A000002wBaGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:15:58.000+0000,False,False,0050A000001o2WeQAI,2025-10-31T17:15:58.000+0000,0050A000001o2WeQAI,2025-10-31T17:15:59.000+0000,0050A000001o2WeQAI,2025-10-31T17:15:59.000+0000,(902)840-1595,,al@redjacket.ca,(902)825-2282,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaPfCYAU,False,,23443767,0030A000006r1YBQAY,0010A000007gJYSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:16:45.000+0000,False,False,005OH000007fgYjYAI,2025-10-31T16:16:45.000+0000,005OH000007fgYjYAI,2025-10-31T16:16:46.000+0000,005OH000007fgYjYAI,2025-10-31T16:16:46.000+0000,(514)894-1589,(514) 894-1589,asantaguida@twmg.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaRieYAE,False,,23444740,003OH00000FDpqUYAT,001OH00000J1PPoYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:33:40.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T16:33:40.000+0000,0055o000002DK5fAAG,2025-10-31T16:33:41.000+0000,0055o000002DK5fAAG,2025-10-31T16:33:41.000+0000,(905)829-0600,,amanda.trian@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaShuYAE,False,,23443593,003G0000018f7VnIAI,0010A000002wPchQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:13:55.000+0000,False,False,005OH000001cCPNYA2,2025-10-31T16:13:55.000+0000,005OH000001cCPNYA2,2025-10-31T16:13:55.000+0000,005OH000001cCPNYA2,2025-10-31T16:13:55.000+0000,(604) 596-7188,(604) 209-1605,gail@creststonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaWQbYAM,False,,23445293,0030A0000029nOjQAI,0010A000002wAGjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:43:01.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T16:43:01.000+0000,005OH000004Ir1xYAC,2025-10-31T16:43:02.000+0000,005OH000004Ir1xYAC,2025-10-31T16:43:02.000+0000,(403)660-0432,,geoff@pelican-grp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaZGPYA2,False,,23445163,0030A0000029nAhQAI,0010A000002wA4SQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:40:55.000+0000,False,False,005OH000005URvxYAG,2025-10-31T16:40:55.000+0000,005OH000005URvxYAG,2025-10-31T16:40:56.000+0000,005OH000005URvxYAG,2025-10-31T16:40:56.000+0000,(780)398-2041,,weaselcreek@gmail.com,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaZeYYAU,False,,23444258,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:25:27.000+0000,False,False,005OH000005URvxYAG,2025-10-31T16:25:27.000+0000,005OH000005URvxYAG,2025-10-31T16:25:27.000+0000,005OH000005URvxYAG,2025-10-31T16:25:27.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eadbhYAA,False,,23444523,0035o000006pbHNAAY,0015o000007R7NSAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:29:57.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T16:29:57.000+0000,0055o000002DK5fAAG,2025-10-31T16:29:57.000+0000,0055o000002DK5fAAG,2025-10-31T16:29:57.000+0000,(416)412-8018,,daniel.fearon@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaecfYAA,False,,23446111,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:57:41.000+0000,False,False,005OH000004pk06YAA,2025-10-31T16:57:41.000+0000,005OH000004pk06YAA,2025-10-31T16:57:41.000+0000,005OH000004pk06YAA,2025-10-31T16:57:41.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eag3LYAQ,False,,23445380,0030A00000CStLAQA1,0010A00000D3sjCQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:44:25.000+0000,False,False,005OH000005URvxYAG,2025-10-31T16:44:25.000+0000,005OH000005URvxYAG,2025-10-31T16:44:26.000+0000,005OH000005URvxYAG,2025-10-31T16:44:26.000+0000,(587)936-1448,(587) 936-1448,kcm@ualberta.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eagBNYAY,False,,23444794,0030A0000029jpDQAQ,0010A000002w7GhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:34:41.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T16:34:41.000+0000,0055o000002DK5fAAG,2025-10-31T16:34:41.000+0000,0055o000002DK5fAAG,2025-10-31T16:34:41.000+0000,(416)785-1356X204,,david.lyon@iaprivatewealth.ca,(416)785-1672,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eagEbYAI,False,,23444798,003OH000004yGAwYAM,001OH000006KBwnYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:34:46.000+0000,False,False,005OH00000865wTYAQ,2025-10-31T16:34:46.000+0000,005OH00000865wTYAQ,2025-10-31T16:34:47.000+0000,005OH00000865wTYAQ,2025-10-31T16:34:47.000+0000,(403)952-9632,,godin.j89@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eai5AYAQ,False,,23446661,0031600002OjkOgAAJ,0010A000002wNmMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:08:01.000+0000,False,False,005OH000002N6huYAC,2025-10-31T17:08:01.000+0000,005OH000002N6huYAC,2025-10-31T17:08:02.000+0000,005OH000002N6huYAC,2025-10-31T17:08:02.000+0000,(450)582-4777,(514) 424-5033,julien@daneault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaiwMYAQ,False,,23445440,0035o00000670j4AAA,0015o000006fSQyAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:45:18.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T16:45:18.000+0000,005OH000004Ir1xYAC,2025-10-31T16:45:19.000+0000,005OH000004Ir1xYAC,2025-10-31T16:45:19.000+0000,(403)894-7258,,insurement.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eakuxYAA,False,,23445839,003G00000252J2fIAE,0010A000002wTB6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:52:44.000+0000,False,False,005OH000001cCPNYA2,2025-10-31T16:52:44.000+0000,005OH000001cCPNYA2,2025-10-31T16:52:45.000+0000,005OH000001cCPNYA2,2025-10-31T16:52:45.000+0000,(250)797-6417,(250) 797-6417,coralee@bensonview.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eam2JYAQ,False,,23446573,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:06:41.000+0000,False,False,005OH000005URvxYAG,2025-10-31T17:06:41.000+0000,005OH000005URvxYAG,2025-10-31T17:06:41.000+0000,005OH000005URvxYAG,2025-10-31T17:06:41.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eanHhYAI,False,,23445487,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:46:10.000+0000,False,False,005OH000005URvxYAG,2025-10-31T16:46:10.000+0000,005OH000005URvxYAG,2025-10-31T16:46:11.000+0000,005OH000005URvxYAG,2025-10-31T16:46:11.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eanpaYAA,False,,23445797,003G00000252J2fIAE,0010A000002wTB6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:52:03.000+0000,False,False,005OH000001cCPNYA2,2025-10-31T16:52:03.000+0000,005OH000001cCPNYA2,2025-10-31T16:52:03.000+0000,005OH000001cCPNYA2,2025-10-31T16:52:03.000+0000,(250)797-6417,(250) 797-6417,coralee@bensonview.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaoyZYAQ,False,,23446737,0035o000003UHx2AAG,0015o0000047XJxAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:09:00.000+0000,False,False,005OH000005URvxYAG,2025-10-31T17:09:00.000+0000,005OH000005URvxYAG,2025-10-31T17:09:00.000+0000,005OH000005URvxYAG,2025-10-31T17:09:00.000+0000,(780)464-7550,,tom@tomcorsmeier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eapL7YAI,False,,23445682,003G0000018f75yIAA,0010A000002wP9IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:49:52.000+0000,False,False,005OH000002N6huYAC,2025-10-31T16:49:52.000+0000,005OH000002N6huYAC,2025-10-31T16:49:52.000+0000,005OH000002N6huYAC,2025-10-31T16:49:52.000+0000,(450)536-0875,(514) 608-9168,alexandra.proulx@trinum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaqp6YAA,False,,23446746,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:09:04.000+0000,False,False,005OH000004pk06YAA,2025-10-31T17:09:04.000+0000,005OH000004pk06YAA,2025-10-31T17:09:04.000+0000,005OH000004pk06YAA,2025-10-31T17:09:04.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000earJhYAI,False,,23445888,0030A0000029cHDQAY,0010A000002w14cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:53:45.000+0000,False,False,005OH000005URvxYAG,2025-10-31T16:53:45.000+0000,005OH000005URvxYAG,2025-10-31T16:53:46.000+0000,005OH000005URvxYAG,2025-10-31T16:53:46.000+0000,(780)710-4178,,rkfinancial@hotmail.com,(780)444-9480,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000earbSYAQ,False,,23446195,0030A000002V44ZQAS,0010A000003HIPpQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:59:33.000+0000,False,False,005OH00000865wTYAQ,2025-10-31T16:59:33.000+0000,005OH00000865wTYAQ,2025-10-31T16:59:34.000+0000,005OH00000865wTYAQ,2025-10-31T16:59:34.000+0000,(587)989-8067,,pandong@alphafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eas1FYAQ,False,,23445948,0030A000002rRNMQA2,0010A000003cLxMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:54:50.000+0000,False,False,005OH00000865wTYAQ,2025-10-31T16:54:50.000+0000,005OH00000865wTYAQ,2025-10-31T16:54:50.000+0000,005OH00000865wTYAQ,2025-10-31T16:54:50.000+0000,(403)452-3886,(403) 836-9312,cindywang836@gmail.com,(403)452-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eaterYAA,False,,23446090,0030A0000029f1MQAQ,0010A000002w3FRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T16:57:14.000+0000,False,False,005OH000005URvxYAG,2025-10-31T16:57:14.000+0000,005OH000005URvxYAG,2025-10-31T16:57:14.000+0000,005OH000005URvxYAG,2025-10-31T16:57:14.000+0000,(780)458-7404,,tshelemey@shelemey.com,(780)460-7802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eauZKYAY,False,,23446319,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:02:02.000+0000,False,False,005OH000005URvxYAG,2025-10-31T17:02:02.000+0000,005OH000005URvxYAG,2025-10-31T17:02:03.000+0000,005OH000005URvxYAG,2025-10-31T17:02:03.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eavOxYAI,False,,23447288,0035o000006bHYFAA2,0015o000007AIQAAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:18:53.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T17:18:53.000+0000,005OH000004Ir1xYAC,2025-10-31T17:18:54.000+0000,005OH000004Ir1xYAC,2025-10-31T17:18:54.000+0000,(403)332-3770,,kimberly@pwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eayYCYAY,False,,23450081,003G000001IkUzfIAF,0010A000002wSCbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:06:43.000+0000,False,False,005OH000001cCPNYA2,2025-10-31T18:06:43.000+0000,005OH000001cCPNYA2,2025-10-31T18:06:44.000+0000,005OH000001cCPNYA2,2025-10-31T18:06:44.000+0000,(778)866-7475,,ian@dldfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eazE2YAI,False,,23447252,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:18:20.000+0000,False,False,005OH000005URvxYAG,2025-10-31T17:18:20.000+0000,005OH000005URvxYAG,2025-10-31T17:18:20.000+0000,005OH000005URvxYAG,2025-10-31T17:18:20.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eazHHYAY,False,,23447578,0030A0000029gzEQAQ,0010A000002w4vXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:23:51.000+0000,False,False,005G0000002gxxjIAA,2025-10-31T17:23:51.000+0000,005G0000002gxxjIAA,2025-10-31T17:23:51.000+0000,005G0000002gxxjIAA,2025-10-31T17:23:51.000+0000,(514)581-4311,,andreas.schonfelder@yahoo.com,(514)581-4315,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eb5TAYAY,False,,23448780,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:44:23.000+0000,False,False,005OH000005URvxYAG,2025-10-31T17:44:23.000+0000,005OH000005URvxYAG,2025-10-31T17:44:24.000+0000,005OH000005URvxYAG,2025-10-31T17:44:24.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eb7ptYAA,False,,23447405,003G000001wvwZcIAI,0010A000002wT54QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:21:04.000+0000,False,False,0050A000001o2WeQAI,2025-10-31T17:21:04.000+0000,0050A000001o2WeQAI,2025-10-31T17:21:04.000+0000,0050A000001o2WeQAI,2025-10-31T17:21:04.000+0000,(902)678-2788,(902) 210-5826,ppower@harvestwealth.ca,(902)678-2335,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebIbfYAE,False,,23449325,003OH00000GEwMQYA1,001OH00000KAVghYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:53:06.000+0000,False,False,005OH000005URvxYAG,2025-10-31T17:53:06.000+0000,005OH000005URvxYAG,2025-10-31T17:53:07.000+0000,005OH000005URvxYAG,2025-10-31T17:53:07.000+0000,(780)893-2929,,michaelwojcicki@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebLb8YAE,False,,23449860,003OH00000ViHktYAF,001OH00000cgTSlYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:02:37.000+0000,False,False,005OH000002npWUYAY,2025-10-31T18:02:37.000+0000,005OH000002npWUYAY,2025-10-31T18:02:37.000+0000,005OH000002npWUYAY,2025-10-31T18:02:37.000+0000,(416)820-1212,,ron.rubinoff@peoplecorporation.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebNmbYAE,False,,23448992,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:47:32.000+0000,False,False,005OH000005URvxYAG,2025-10-31T17:47:32.000+0000,005OH000005URvxYAG,2025-10-31T17:47:33.000+0000,005OH000005URvxYAG,2025-10-31T17:47:33.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebPLXYA2,False,,23450893,0030A0000029f4yQAA,0010A000002w3J8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:20:19.000+0000,False,False,005OH000007fgYjYAI,2025-10-31T18:20:19.000+0000,005OH000007fgYjYAI,2025-10-31T18:20:20.000+0000,005OH000007fgYjYAI,2025-10-31T18:20:20.000+0000,(514)620-0051X132,,corinne.laflamme@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebPZyYAM,False,,23450665,0030A0000029eFZQAY,0010A000002w2eNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:16:48.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T18:16:48.000+0000,0055o000002DK5fAAG,2025-10-31T18:16:48.000+0000,0055o000002DK5fAAG,2025-10-31T18:16:48.000+0000,(905)426-5211,,kevin@kdtaxpro.com,(905)426-5228,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebRi9YAE,False,,23449394,003G0000018f7p9IAA,0010A000002wPvbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:54:17.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T17:54:17.000+0000,0055o000002KxaMAAS,2025-10-31T17:54:17.000+0000,0055o000002KxaMAAS,2025-10-31T17:54:17.000+0000,(403) 754-1349,(403) 350-0130,gerittpatton@pattonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebUw9YAE,False,,23449706,003G0000018f6XcIAI,0010A000002wOUhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T17:59:38.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T17:59:38.000+0000,0055o000002KxaMAAS,2025-10-31T17:59:39.000+0000,0055o000002KxaMAAS,2025-10-31T17:59:39.000+0000,(780)428-8585,(780) 970-1984,john@csfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebYoTYAU,False,,23450061,0030A0000029idJQAQ,0010A000002w6JHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:06:18.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T18:06:18.000+0000,005OH000003ds0PYAQ,2025-10-31T18:06:19.000+0000,005OH000003ds0PYAQ,2025-10-31T18:06:19.000+0000,(613)282-1483,,amy.dirienzo@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebbBIYAY,False,,23451528,0030A0000029hhVQAQ,0010A000002w5XgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:31:23.000+0000,False,False,005OH000005URvxYAG,2025-10-31T18:31:23.000+0000,005OH000005URvxYAG,2025-10-31T18:31:23.000+0000,005OH000005URvxYAG,2025-10-31T18:31:23.000+0000,(780) 970-3602,,ejankowski@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebcSHYAY,False,,23450448,0030A0000029VstQAE,0010A000002vvkFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:13:29.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T18:13:29.000+0000,0055o000002DK5fAAG,2025-10-31T18:13:29.000+0000,0055o000002DK5fAAG,2025-10-31T18:13:29.000+0000,(289)477-5364,(416) 318-7224,herb@braleyadvisors.com,(905)356-0452,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebdEhYAI,False,,23452495,0030A0000029Y8cQAE,0010A000002vxeUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:48:12.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T18:48:12.000+0000,0055o000002DK5fAAG,2025-10-31T18:48:12.000+0000,0055o000002DK5fAAG,2025-10-31T18:48:12.000+0000,(416)488-6662,4167209449,,(866)548-3102,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebeCMYAY,False,,23451816,0030A000006rf7vQAA,0010A000007gugmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:36:22.000+0000,False,False,005OH000005URvxYAG,2025-10-31T18:36:22.000+0000,005OH000005URvxYAG,2025-10-31T18:36:23.000+0000,005OH000005URvxYAG,2025-10-31T18:36:23.000+0000,(780)902-0070,,johanna@consciouslegacy.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebfDIYAY,False,,23452551,0030A0000029Zj3QAE,0010A000002vyxvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:49:16.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T18:49:16.000+0000,0055o000002DK5fAAG,2025-10-31T18:49:16.000+0000,0055o000002DK5fAAG,2025-10-31T18:49:16.000+0000,(416)227-0711,,robert.lipfeld@edwardjones.com,(855)751-1315,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebfEsYAI,False,,23450904,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:20:32.000+0000,False,False,005OH000005URvxYAG,2025-10-31T18:20:32.000+0000,005OH000005URvxYAG,2025-10-31T18:20:33.000+0000,005OH000005URvxYAG,2025-10-31T18:20:33.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebfRlYAI,False,,23450735,0030A0000029alKQAQ,0010A000002vzpZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:17:52.000+0000,False,False,005OH000004oiYEYAY,2025-10-31T18:17:52.000+0000,005OH000004oiYEYAY,2025-10-31T18:17:52.000+0000,005OH000004oiYEYAY,2025-10-31T18:17:52.000+0000,(519)440-7277,,ralph@h2hfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebhAFYAY,False,,23451061,0030A0000029q5nQAA,0010A000002wCPmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:23:15.000+0000,False,False,005OH000003ds0PYAQ,2025-10-31T18:23:15.000+0000,005OH000003ds0PYAQ,2025-10-31T18:23:15.000+0000,005OH000003ds0PYAQ,2025-10-31T18:23:15.000+0000,(613)225-2020X102,613-724-0762,franco@myretirementcanada.com,(613)225-3424,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebi6IYAQ,False,,23451319,003G0000018f6rPIAQ,0010A000002wOt9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:28:03.000+0000,False,False,0050A000001o2WeQAI,2025-10-31T18:28:03.000+0000,0050A000001o2WeQAI,2025-10-31T18:28:03.000+0000,0050A000001o2WeQAI,2025-10-31T18:28:03.000+0000,(902)240-6515,(902) 240-6515,evangelos@cpbarrettfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebiFyYAI,False,,23451037,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:22:43.000+0000,False,False,005OH000005URvxYAG,2025-10-31T18:22:43.000+0000,005OH000005URvxYAG,2025-10-31T18:22:44.000+0000,005OH000005URvxYAG,2025-10-31T18:22:44.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebl2XYAQ,False,,23451235,0030A0000029X8tQAE,0010A000002vwndQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:26:25.000+0000,False,False,005OH000005URvxYAG,2025-10-31T18:26:25.000+0000,005OH000005URvxYAG,2025-10-31T18:26:26.000+0000,005OH000005URvxYAG,2025-10-31T18:26:26.000+0000,(780)966-1404,,eindrika@shaw.ca,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebmeZYAQ,False,,23451884,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:37:28.000+0000,False,False,005G0000002gxxjIAA,2025-10-31T18:37:28.000+0000,005G0000002gxxjIAA,2025-10-31T18:37:29.000+0000,005G0000002gxxjIAA,2025-10-31T18:37:29.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eboekYAA,False,,23453256,003OH00000GKl4tYAD,001OH00000KHJ63YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:01:54.000+0000,False,False,005OH00000865wTYAQ,2025-10-31T19:01:54.000+0000,005OH00000865wTYAQ,2025-10-31T19:01:54.000+0000,005OH00000865wTYAQ,2025-10-31T19:01:54.000+0000,(306)914-6519,,yuxxfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebq3rYAA,False,,23452947,0030A0000029fkkQAA,0010A000002w3rVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:56:25.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T18:56:25.000+0000,0055o000002DK5fAAG,2025-10-31T18:56:25.000+0000,0055o000002DK5fAAG,2025-10-31T18:56:25.000+0000,(905)764-0853,(416) 726-5577,madeline.sotoudeh@edwardjones.com,(877)743-6176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebr7zYAA,False,,23454358,0035o000003W6d7AAC,0015o0000049AAsAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:22:04.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T19:22:04.000+0000,005OH000004Ir1xYAC,2025-10-31T19:22:04.000+0000,005OH000004Ir1xYAC,2025-10-31T19:22:04.000+0000,(403)678-0188,,jessienewton@assante.com,(403)678-0180,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebrccYAA,False,,23451994,0030A0000029dc6QAA,0010A000002w26QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:39:30.000+0000,False,False,0055o000002KxmIAAS,2025-10-31T18:39:30.000+0000,0055o000002KxmIAAS,2025-10-31T18:39:31.000+0000,0055o000002KxmIAAS,2025-10-31T18:39:31.000+0000,(905)333-3335,,leon.sutton@ig.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebt3JYAQ,False,,23451991,0035o000007m4ILAAY,0015o000008UUxkAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:39:28.000+0000,False,False,005OH000005URvxYAG,2025-10-31T18:39:28.000+0000,005OH000005URvxYAG,2025-10-31T18:39:29.000+0000,005OH000005URvxYAG,2025-10-31T18:39:29.000+0000,(780)668-3712,,shelleyc@bridgebusinessbrokers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ebzGoYAI,False,,23453172,0030A00000ApXzDQAV,0010A00000BPEBjQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:00:27.000+0000,False,False,005OH00000245RQYAY,2025-10-31T19:00:27.000+0000,005OH00000245RQYAY,2025-10-31T19:00:27.000+0000,005OH00000245RQYAY,2025-10-31T19:00:27.000+0000,(514)334-8701,(514) 531-2134,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ec0JJYAY,False,,23452696,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T18:52:11.000+0000,False,False,005OH000005URvxYAG,2025-10-31T18:52:11.000+0000,005OH000005URvxYAG,2025-10-31T18:52:12.000+0000,005OH000005URvxYAG,2025-10-31T18:52:12.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ec2L9YAI,False,,23454887,0030A0000029j8MQAQ,0010A000002w6h9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:32:04.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T19:32:04.000+0000,005OH000004Ir1xYAC,2025-10-31T19:32:05.000+0000,005OH000004Ir1xYAC,2025-10-31T19:32:05.000+0000,(403)819-2229,(403) 819-2229,sly.kulczynski@gmii.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ec2xwYAA,False,,23454908,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:32:22.000+0000,False,False,0055o000001NWfMAAW,2025-10-31T19:32:22.000+0000,0055o000001NWfMAAW,2025-10-31T19:32:23.000+0000,0055o000001NWfMAAW,2025-10-31T19:32:23.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ec6tOYAQ,False,,23453729,0035o000006KPMlAAO,0015o000006pWhQAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:10:22.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T19:10:22.000+0000,0055o000002DK5fAAG,2025-10-31T19:10:23.000+0000,0055o000002DK5fAAG,2025-10-31T19:10:23.000+0000,(416)265-5264,,geoff.hotrum@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecAP8YAM,False,,23453827,0030A0000029WpgQAE,0010A000002vwVIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:12:03.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T19:12:03.000+0000,0055o000002DK5fAAG,2025-10-31T19:12:03.000+0000,0055o000002DK5fAAG,2025-10-31T19:12:03.000+0000,(905)495-4932,,chris.simmons@edwardjones.com,(877)335-9359,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecAc2YAE,False,,23454163,0030A0000029mwBQAQ,0010A000002w9rjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:18:14.000+0000,False,False,0055o000001NWfMAAW,2025-10-31T19:18:14.000+0000,0055o000001NWfMAAW,2025-10-31T19:18:14.000+0000,0055o000001NWfMAAW,2025-10-31T19:18:14.000+0000,(416)819-9038,,xwh2638@gmail.com,(905)415-8802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecAoxYAE,False,,23453918,0030A0000029bxSQAQ,0010A000002w0n1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:13:45.000+0000,False,False,0055o000002DK5fAAG,2025-10-31T19:13:45.000+0000,0055o000002DK5fAAG,2025-10-31T19:13:45.000+0000,0055o000002DK5fAAG,2025-10-31T19:13:45.000+0000,(905)628-0030,,david.c.bradley@edwardjones.com,(866)634-1334,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecDdDYAU,False,,23455388,0030A0000029dC3QAI,0010A000002w1lSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:41:48.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T19:41:48.000+0000,005OH000004Ir1xYAC,2025-10-31T19:41:49.000+0000,005OH000004Ir1xYAC,2025-10-31T19:41:49.000+0000,(403)257-7764,,tracy.to@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecFgXYAU,False,,23454047,003G0000018f6tTIAQ,0010A000002wOvCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:16:12.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T19:16:12.000+0000,0055o000002KxaMAAS,2025-10-31T19:16:12.000+0000,0055o000002KxaMAAS,2025-10-31T19:16:12.000+0000,(825)509-4275,(403) 874-5077,joseph@prosperityfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecFqFYAU,False,,23455043,0030A00000CVu6vQAD,0010A00000D6sylQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:35:09.000+0000,False,False,005OH00000865wTYAQ,2025-10-31T19:35:09.000+0000,005OH00000865wTYAQ,2025-10-31T19:35:10.000+0000,005OH00000865wTYAQ,2025-10-31T19:35:10.000+0000,(403)561-3889,,amberzhu2006@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecGO6YAM,False,,23454752,003OH00000C8Y2SYAV,001OH00000EZY3cYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:29:44.000+0000,False,False,005OH00000865wTYAQ,2025-10-31T19:29:44.000+0000,005OH00000865wTYAQ,2025-10-31T19:29:45.000+0000,005OH00000865wTYAQ,2025-10-31T19:29:45.000+0000,(204)290-8683,,yueranli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecI1hYAE,False,,23454228,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-10-31T19:19:21.000+0000,0050A000000Hq5PQAS,2025-10-31T19:23:13.000+0000,0050A000000Hq5PQAS,2025-10-31T19:23:13.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecJ4HYAU,False,,23455282,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:39:47.000+0000,False,False,0055o000001NWfMAAW,2025-10-31T19:39:47.000+0000,0055o000001NWfMAAW,2025-10-31T19:39:47.000+0000,0055o000001NWfMAAW,2025-10-31T19:39:47.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecJH9YAM,False,,23455272,0030A0000029gtuQAA,0010A000002w4qhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:39:32.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T19:39:32.000+0000,005OH000004Ir1xYAC,2025-10-31T19:39:32.000+0000,005OH000004Ir1xYAC,2025-10-31T19:39:32.000+0000,(403)724-0208,,chantel@actbenefits.ca,(403)724-0209,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecLPNYA2,False,,23454535,0030A0000029piJQAQ,0010A000002wC6AQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:25:44.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T19:25:44.000+0000,005OH000004Ir1xYAC,2025-10-31T19:25:44.000+0000,005OH000004Ir1xYAC,2025-10-31T19:25:44.000+0000,(403)616-5049,,dave.musgrave@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecMbZYAU,False,,23454643,0030A00000CA8MbQAL,0010A00000CkXWrQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:27:44.000+0000,False,False,005OH00000865wTYAQ,2025-10-31T19:27:44.000+0000,005OH00000865wTYAQ,2025-10-31T19:27:45.000+0000,005OH00000865wTYAQ,2025-10-31T19:27:45.000+0000,(403)998-0908,,taxipo321@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecMi1YAE,False,,23454647,0030A0000029pFZQAY,0010A000002wBkMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:27:48.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T19:27:48.000+0000,005OH000004Ir1xYAC,2025-10-31T19:27:49.000+0000,005OH000004Ir1xYAC,2025-10-31T19:27:49.000+0000,(403)880-5151,,bmanders@knfinancial.ca,(403)590-1966,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecNe5YAE,False,,23454766,0030A0000029nQAQAY,0010A000002wAHqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:29:57.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T19:29:57.000+0000,005OH000004Ir1xYAC,2025-10-31T19:29:57.000+0000,005OH000004Ir1xYAC,2025-10-31T19:29:57.000+0000,(403)703-4312,,ctseguin@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecOAMYA2,False,,23455171,0030A0000029hOrQAI,0010A000002w5JTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:37:24.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T19:37:24.000+0000,005OH000004Ir1xYAC,2025-10-31T19:37:25.000+0000,005OH000004Ir1xYAC,2025-10-31T19:37:25.000+0000,(403)678-8795,,jamie.konecny@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecOdQYAU,False,,23455544,003OH00000Q7z30YAB,001OH00000VmppcYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:45:03.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T19:45:03.000+0000,005OH000004Ir1xYAC,2025-10-31T19:45:03.000+0000,005OH000004Ir1xYAC,2025-10-31T19:45:03.000+0000,(403)470-8832,,kate.norris@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecPPmYAM,False,,23455504,0030A0000029apaQAA,0010A000002vztVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:44:00.000+0000,False,False,0055o000001NWfMAAW,2025-10-31T19:44:00.000+0000,0055o000001NWfMAAW,2025-10-31T19:44:00.000+0000,0055o000001NWfMAAW,2025-10-31T19:44:00.000+0000,(416)839-4887,(416) 839-4887,wusuihong@hotmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecaxvYAA,False,,23456367,0030A0000029YvhQAE,0010A000002vyHfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:02:32.000+0000,False,False,005OH000007fgYjYAI,2025-10-31T20:02:32.000+0000,005OH000007fgYjYAI,2025-10-31T20:02:32.000+0000,005OH000007fgYjYAI,2025-10-31T20:02:32.000+0000,(450)766-8723X334256,,strudeau@stephanetrudeau.ca,(450)676-8124,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecbCWYAY,False,,23457715,0030A0000029mbUQAQ,0010A000002w9aoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:33:38.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T20:33:38.000+0000,005OH000004Ir1xYAC,2025-10-31T20:33:39.000+0000,005OH000004Ir1xYAC,2025-10-31T20:33:39.000+0000,(587)969-7213,,ramandeep@thinkinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eccDMYAY,False,,23458143,0030A00000BlojbQAB,0010A00000CM89DQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:45:31.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T20:45:31.000+0000,0055o000002KxaMAAS,2025-10-31T20:45:31.000+0000,0055o000002KxaMAAS,2025-10-31T20:45:31.000+0000,(780)235-1237,,channing@bedrockadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eccJlYAI,False,,23456112,003G0000018f7SAIAY,0010A000002wPYkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:57:14.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T19:57:14.000+0000,0055o000002KxaMAAS,2025-10-31T19:57:14.000+0000,0055o000002KxaMAAS,2025-10-31T19:57:14.000+0000,(780) 963-5230,(780) 975-4305,chris@mainstreetalberta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecd7lYAA,False,,23456179,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T19:58:22.000+0000,False,False,0050A000000Hq5PQAS,2025-10-31T19:58:22.000+0000,0050A000000Hq5PQAS,2025-10-31T19:58:22.000+0000,0050A000000Hq5PQAS,2025-10-31T19:58:22.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecdJ5YAI,False,,23457464,0030A000002RKXJQA4,0010A000003Dv53QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:27:17.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T20:27:17.000+0000,005OH000004Ir1xYAC,2025-10-31T20:27:17.000+0000,005OH000004Ir1xYAC,2025-10-31T20:27:17.000+0000,(403)991-9159,,db@gpgfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecebhYAA,False,,23456297,0030A0000029YvhQAE,0010A000002vyHfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:00:45.000+0000,False,False,005OH000007fgYjYAI,2025-10-31T20:00:45.000+0000,005OH000007fgYjYAI,2025-10-31T20:00:46.000+0000,005OH000007fgYjYAI,2025-10-31T20:00:46.000+0000,(450)766-8723X334256,,strudeau@stephanetrudeau.ca,(450)676-8124,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecfeDYAQ,False,,23456372,003G0000018f75JIAQ,0010A000002wP8dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:02:37.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T20:02:37.000+0000,0055o000002KxaMAAS,2025-10-31T20:02:37.000+0000,0055o000002KxaMAAS,2025-10-31T20:02:37.000+0000,(587)324-1445,,clark.lowry@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eciQoYAI,False,,23456772,0030A0000029ozQQAQ,0010A000002wBXlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:11:40.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T20:11:40.000+0000,0055o000002KxaMAAS,2025-10-31T20:11:40.000+0000,0055o000002KxaMAAS,2025-10-31T20:11:40.000+0000,(780)509-1735,(780) 489-9750,bkozakowski@hgawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eciYtYAI,False,,23456957,0030A00000B2c1EQAR,0010A00000Bcu36QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:15:27.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T20:15:27.000+0000,005OH000004Ir1xYAC,2025-10-31T20:15:27.000+0000,005OH000004Ir1xYAC,2025-10-31T20:15:27.000+0000,(403)980-7386,(587) 893-3192,koda0010@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecj1vYAA,False,,23457296,0030A000006mefZQAQ,0010A000007bnnvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:22:54.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T20:22:54.000+0000,005OH000004Ir1xYAC,2025-10-31T20:22:55.000+0000,005OH000004Ir1xYAC,2025-10-31T20:22:55.000+0000,(587)600-0013,,fraser.ks@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eclAAYAY,False,,23456875,0030A0000029hNoQAI,0010A000002w5IQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:13:46.000+0000,False,False,005OH000004oiYEYAY,2025-10-31T20:13:46.000+0000,005OH000004oiYEYAY,2025-10-31T20:13:46.000+0000,005OH000004oiYEYAY,2025-10-31T20:13:46.000+0000,(519)421-0240,(519) 788-1777,nkaxiotis@gmail.com,(519)539-2109,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eclDNYAY,False,,23456838,0030A00000BGSqnQAH,0010A00000BqgOeQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:13:07.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T20:13:07.000+0000,005OH000004Ir1xYAC,2025-10-31T20:13:08.000+0000,005OH000004Ir1xYAC,2025-10-31T20:13:08.000+0000,(587)775-8770,,lorne.osborne@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eclTbYAI,False,,23459112,0030A0000029gBEQAY,0010A000002w4F5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T21:17:18.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T21:17:18.000+0000,005OH000004Ir1xYAC,2025-10-31T21:17:19.000+0000,005OH000004Ir1xYAC,2025-10-31T21:17:19.000+0000,(403)922-5431,,kconolly210@gmail.com,(403)922-5431,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecmCkYAI,False,,23458349,0030A000007iPLfQAM,0010A000008a7nUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:51:17.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T20:51:17.000+0000,0055o000002KxaMAAS,2025-10-31T20:51:17.000+0000,0055o000002KxaMAAS,2025-10-31T20:51:17.000+0000,(587)894-2099,,kristin.slana@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecp8wYAA,False,,23457210,0030A000007UwJQQA0,0010A000008Mn4SQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:20:36.000+0000,False,False,005OH000004Ir1xYAC,2025-10-31T20:20:36.000+0000,005OH000004Ir1xYAC,2025-10-31T20:20:37.000+0000,005OH000004Ir1xYAC,2025-10-31T20:20:37.000+0000,(587)651-6598,,,(877)267-3275,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecq0AYAQ,False,,23458191,0030A0000029YTeQAM,0010A000002vxtjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:46:39.000+0000,False,False,005OH000005URvxYAG,2025-10-31T20:46:39.000+0000,005OH000005URvxYAG,2025-10-31T20:46:39.000+0000,005OH000005URvxYAG,2025-10-31T20:46:39.000+0000,(403)347-9457,,afs.reddeer@telus.net,(403)347-0054,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ectCYYAY,False,,23457683,003G0000018f7Q5IAI,0010A000002wPWUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:32:58.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T20:32:58.000+0000,0055o000002KxaMAAS,2025-10-31T20:32:59.000+0000,0055o000002KxaMAAS,2025-10-31T20:32:59.000+0000,(403)262-7278,,tony@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ecte2YAA,False,,23458259,0030A0000029XQ4QAM,0010A000002vx0DQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:48:51.000+0000,False,False,005OH000005URvxYAG,2025-10-31T20:48:51.000+0000,005OH000005URvxYAG,2025-10-31T20:48:51.000+0000,005OH000005URvxYAG,2025-10-31T20:48:51.000+0000,(780)853-2949,,mb@meaganbalaneski.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eczHzYAI,False,,23458369,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T20:52:01.000+0000,False,False,005OH000005URvxYAG,2025-10-31T20:52:01.000+0000,005OH000005URvxYAG,2025-10-31T20:52:02.000+0000,005OH000005URvxYAG,2025-10-31T20:52:02.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ed2isYAA,False,,23458700,0035o000004IOzJAAW,0015o000004raQhAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T21:02:03.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T21:02:03.000+0000,0055o000002KxaMAAS,2025-10-31T21:02:03.000+0000,0055o000002KxaMAAS,2025-10-31T21:02:03.000+0000,(403)795-1722,(403) 795-1722,ryan.ashley@myfiduciary.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ed8TJYAY,False,,23458798,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T21:05:49.000+0000,False,False,005OH000005URvxYAG,2025-10-31T21:05:49.000+0000,005OH000005URvxYAG,2025-10-31T21:05:49.000+0000,005OH000005URvxYAG,2025-10-31T21:05:49.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000edBpNYAU,False,,23459049,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T21:15:06.000+0000,False,False,005OH000005URvxYAG,2025-10-31T21:15:06.000+0000,005OH000005URvxYAG,2025-10-31T21:15:06.000+0000,005OH000005URvxYAG,2025-10-31T21:15:06.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000edCn7YAE,False,,23459764,003G0000018f6fQIAQ,0010A000002wOdSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T21:47:39.000+0000,False,False,0055o000002KxaMAAS,2025-10-31T21:47:39.000+0000,0055o000002KxaMAAS,2025-10-31T21:47:39.000+0000,0055o000002KxaMAAS,2025-10-31T21:47:39.000+0000,(403)660-7315,,mike@synergyfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000edDxdYAE,False,,23459197,0035o000005z7wjAAA,0015o000006WwkgAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T21:20:43.000+0000,False,False,005OH000005URvxYAG,2025-10-31T21:20:43.000+0000,005OH000005URvxYAG,2025-10-31T21:20:43.000+0000,005OH000005URvxYAG,2025-10-31T21:20:43.000+0000,(780)729-9862,,dericlau@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000edZDNYA2,False,,23460825,0030A000004SIhnQAG,0010A000005E2SlQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T23:11:37.000+0000,False,False,005OH000002iJPDYA2,2025-10-31T23:11:37.000+0000,005OH000002iJPDYA2,2025-10-31T23:11:37.000+0000,005OH000002iJPDYA2,2025-10-31T23:11:37.000+0000,(604)438-3699X132,(604) 562-5780,ferren425@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eddbzYAA,False,,23461087,0031600002DTJKsAAP,0010A000002wNAYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T23:54:30.000+0000,False,False,005OH000002iJPDYA2,2025-10-31T23:54:30.000+0000,005OH000002iJPDYA2,2025-10-31T23:54:30.000+0000,005OH000002iJPDYA2,2025-10-31T23:54:30.000+0000,(604)722-3596,(778) 321-6888,phillip.lin@canwinwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000eddk2YAA,False,,23461048,0035o0000040RnSAAU,0015o000004bWraAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-10-31T23:46:30.000+0000,False,False,005OH000002iJPDYA2,2025-10-31T23:46:30.000+0000,005OH000002iJPDYA2,2025-10-31T23:46:30.000+0000,005OH000002iJPDYA2,2025-10-31T23:46:30.000+0000,(250)884-3488,,hj070513@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ee16PYAQ,False,,23461367,003OH00000VRPq8YAH,0010A000006K8kxQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,,True,2025-11-01T04:37:33.000+0000,False,False,005OH00000AuWfNYAV,2025-11-01T04:31:01.000+0000,005OH00000AuWfNYAV,2025-11-01T04:37:33.000+0000,005OH00000AuWfNYAV,2025-11-01T04:37:33.000+0000,4372305281,,test@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ee1ETYAY,False,,23461368,003OH00000VRPq8YAH,0010A000006K8kxQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taxation,Medium,,True,2025-11-01T04:37:02.000+0000,False,False,005OH00000AuWfNYAV,2025-11-01T04:33:43.000+0000,005OH00000AuWfNYAV,2025-11-01T04:37:02.000+0000,005OH00000AuWfNYAV,2025-11-01T04:37:02.000+0000,4372305281,,test@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ee2NRYAY,False,,23461371,003OH00000VRPq8YAH,0010A000006K8kxQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adjustments,Medium,,True,2025-11-01T04:43:54.000+0000,False,False,005OH00000AuWfNYAV,2025-11-01T04:40:33.000+0000,005OH00000AuWfNYAV,2025-11-01T04:43:55.000+0000,005OH00000AuWfNYAV,2025-11-01T04:43:55.000+0000,4372305281,,test@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ee2X7YAI,False,,23461373,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,,True,2025-11-01T04:46:56.000+0000,False,False,005OH00000BRTSbYAP,2025-11-01T04:41:13.000+0000,005OH00000BRTSbYAP,2025-12-13T02:49:08.000+0000,005OH00000AuWfNYAV,2025-12-13T02:49:08.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BRTSbYAP,,,,,,,0.0,0.0,0.0,,False,153.0
500OH00000ee2s8YAA,False,,23461378,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-01T06:51:29.000+0000,False,False,005OH00000BRTSbYAP,2025-11-01T05:12:18.000+0000,005OH00000BRTSbYAP,2025-11-01T06:51:29.000+0000,005OH00000BRTSbYAP,2025-11-01T06:51:29.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BRTSbYAP,,,,,,,0.0,0.0,0.0,,False,152.0
500OH00000ee3EgYAI,False,,23461382,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-01T06:53:05.000+0000,False,False,005OH00000BRTSbYAP,2025-11-01T05:34:52.000+0000,005OH00000BRTSbYAP,2025-11-01T06:53:05.000+0000,005OH00000BRTSbYAP,2025-11-01T06:53:05.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BRTSbYAP,,,,,,,0.0,0.0,0.0,,False,152.0
500OH00000ee6qtYAA,False,,23461391,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-01T06:53:46.000+0000,False,False,005OH00000BRTSbYAP,2025-11-01T06:09:54.000+0000,005OH00000BRTSbYAP,2025-11-01T06:53:46.000+0000,005OH00000BRTSbYAP,2025-11-01T06:53:46.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BRTSbYAP,,,,,,,0.0,0.0,0.0,,False,152.0
500OH00000ee7QOYAY,False,,23461404,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-01T06:52:23.000+0000,False,False,005OH00000BRTSbYAP,2025-11-01T06:42:59.000+0000,005OH00000BRTSbYAP,2025-11-01T06:52:23.000+0000,005OH00000BRTSbYAP,2025-11-01T06:52:23.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BRTSbYAP,,,,,,,0.0,0.0,0.0,,False,152.0
500OH00000eeSoBYAU,False,,23461670,0030A0000029Vd9QAE,0010A000002vvVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Advice Canada,Medium,,True,2026-01-15T16:31:58.000+0000,False,False,005OH000001cCijYAE,2025-11-01T14:25:45.000+0000,005OH000001cCijYAE,2026-01-15T16:31:58.000+0000,005OH000001cCijYAE,2026-01-15T16:31:58.000+0000,(905)331-2090,,rpclarkefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCijYAE,,,,,,,0.0,0.0,0.0,,False,152.0
500OH00000eeX9YYAU,False,,23461762,0030A0000029Vd9QAE,0010A000002vvVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,,True,2025-11-01T15:32:37.000+0000,False,False,0055o000001h8zDAAQ,2025-11-01T14:58:13.000+0000,0055o000001h8zDAAQ,2025-11-01T15:32:37.000+0000,0055o000001h8zDAAQ,2025-11-01T15:32:37.000+0000,(905)331-2090,,rpclarkefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h8zDAAQ,,,,,,,0.0,0.0,0.0,,False,152.0
500OH00000eeZrFYAU,False,,23461738,0030A0000029Vd9QAE,0010A000002vvVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Advice Canada,Medium,,True,2026-01-15T16:32:11.000+0000,False,False,005OH000001cCijYAE,2025-11-01T14:48:12.000+0000,005OH000001cCijYAE,2026-01-15T16:32:11.000+0000,005OH000001cCijYAE,2026-01-15T16:32:11.000+0000,(905)331-2090,,rpclarkefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCijYAE,,,,,,,0.0,0.0,0.0,,False,152.0
500OH00000eecE2YAI,False,,23461803,003G000001ANyM7IAL,0010A000002wQ9DQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,,True,2025-11-01T15:13:25.000+0000,False,False,0055o000001h8zDAAQ,2025-11-01T15:11:44.000+0000,0055o000001h8zDAAQ,2025-11-01T15:13:25.000+0000,0055o000001h8zDAAQ,2025-11-01T15:13:25.000+0000,(780)539-5943,,christie@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h8zDAAQ,,,,,,,0.0,0.0,0.0,,False,152.0
500OH00000eiKnFYAU,False,,23467491,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T14:17:08.000+0000,False,False,005OH00000245RQYAY,2025-11-03T14:17:08.000+0000,005OH00000245RQYAY,2025-11-03T14:17:08.000+0000,005OH00000245RQYAY,2025-11-03T14:17:08.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eiKtdYAE,False,,23466166,0030A0000029iFKQAY,0010A000002w5zoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T13:42:29.000+0000,False,False,005G0000002gxxjIAA,2025-11-03T13:42:29.000+0000,005G0000002gxxjIAA,2025-11-03T13:42:30.000+0000,005G0000002gxxjIAA,2025-11-03T13:42:30.000+0000,(450)272-5127,,francis@eddyfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eiO2nYAE,False,,23466402,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"user has issue with url of Workspace, clearead cache and cookie gain access back.
EMAIL************************************
Hello Shawn,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you regarding the URL ERROR .

On our call today we cleared the cache and cookies, as sometime an error could be store and it prevent the workspace from opening as it should.

We were able to open the Workspace and gains access to your account.

Regarding the Financial Horizone, it might be for a new mga account that need to be join on service now, please confirm with your organisation and feel free to reach us back should you need assitance.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-11-03T14:13:40.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-03T13:50:28.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:33:51.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:33:51.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eiWgNYAU,False,,23469467,0030A0000029gOOQAY,0010A000002w4RcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,User having issues with market value of product details.,True,2025-11-05T19:33:07.000+0000,False,False,005OH00000BFQFHYA5,2025-11-03T14:53:38.000+0000,005OH00000BFQFHYA5,2025-11-05T19:33:07.000+0000,005OH00000BFQFHYA5,2025-11-05T19:33:07.000+0000,(403)309-5588,(403) 318-2336,glenn@welchfinancial.ca,(866)837-4531,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eiX1TYAU,False,,23468764,003OH00000WA3NOYA1,001OH00000dL2WvYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,Member needed help accessing Workspace and completing SF Authentication - first time user,True,2025-11-03T15:19:32.000+0000,False,False,005OH00000BFQFGYA5,2025-11-03T14:41:45.000+0000,005OH00000BFQFGYA5,2025-11-03T15:19:32.000+0000,005OH00000BFQFGYA5,2025-11-03T15:19:32.000+0000,(416)821-5546,,mohdoroudian@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eiXvkYAE,False,,23468799,0030A000008nvpXQAQ,0010A000009ignnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T14:42:17.000+0000,False,False,005OH000007fgYjYAI,2025-11-03T14:42:17.000+0000,005OH000007fgYjYAI,2025-11-03T14:42:18.000+0000,005OH000007fgYjYAI,2025-11-03T14:42:18.000+0000,(514)317-1242,514-236-4045,david.turgeon@gestionpriveeaaa.com,(514)954-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eikhdYAA,False,,23468024,003OH00000WvhVeYAJ,001OH00000egOS9YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T14:27:44.000+0000,False,False,005OH00000245RQYAY,2025-11-03T14:27:44.000+0000,005OH00000245RQYAY,2025-11-03T14:27:44.000+0000,005OH00000245RQYAY,2025-11-03T14:27:44.000+0000,(819)806-9626,,yoan.trepanier-martel@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eisfIYAQ,False,,23470120,003G0000018f6ZMIAY,0010A000002wOWRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,Issues with signing form on New Business App. Advised user to sign form with user id rather than their name. issue was resolved.,True,2025-11-03T15:45:44.000+0000,False,False,005OH00000BGf2TYAT,2025-11-03T15:04:14.000+0000,005OH00000BGf2TYAT,2025-11-03T15:45:45.000+0000,005OH00000BGf2TYAT,2025-11-03T15:45:45.000+0000,(514)898-4231,(514) 909-4231,bbertrand@premiereclassesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eisk3YAA,False,,23470021,0030A0000029mwBQAQ,0010A000002w9rjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:02:29.000+0000,False,False,0055o000001NWfMAAW,2025-11-03T15:02:29.000+0000,0055o000001NWfMAAW,2025-11-03T15:02:29.000+0000,0055o000001NWfMAAW,2025-11-03T15:02:29.000+0000,(416)819-9038,,xwh2638@gmail.com,(905)415-8802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eiwu7YAA,False,,23469991,0035o000007Z8o9AAC,0015o000008FaYeAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,received NIGO on in kind transfer.,True,2025-11-03T15:05:51.000+0000,False,False,005OH000006uYrkYAE,2025-11-03T15:01:52.000+0000,005OH000006uYrkYAE,2025-11-03T15:05:51.000+0000,005OH000006uYrkYAE,2025-11-03T15:05:51.000+0000,(204)515-4007,(204) 894-0401,patrick@bayviewfinancial.ca,(204)478-4817,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eiwu8YAA,False,,23470634,0030A0000029mwBQAQ,0010A000002w9rjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:13:04.000+0000,False,False,0055o000001NWfMAAW,2025-11-03T15:13:04.000+0000,0055o000001NWfMAAW,2025-11-03T15:13:04.000+0000,0055o000001NWfMAAW,2025-11-03T15:13:04.000+0000,(416)819-9038,,xwh2638@gmail.com,(905)415-8802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eixrmYAA,False,,23469198,003OH00000WA3NOYA1,001OH00000dL2WvYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,See previous case,True,2025-11-03T15:21:13.000+0000,False,False,005OH00000BFQFGYA5,2025-11-03T14:48:54.000+0000,005OH00000BFQFGYA5,2025-11-03T15:21:13.000+0000,005OH00000BFQFGYA5,2025-11-03T15:21:13.000+0000,(416)821-5546,,mohdoroudian@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ej06TYAQ,False,,23469360,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,Advisor could not launch plan from prospect on Conquest. Escalated issue with ticket INC1839040.,True,2026-01-29T15:00:05.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-03T14:51:42.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:00:05.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:00:05.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ej2Q1YAI,False,,23469593,0035o000005IdcCAAS,0015o000005rWouAAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,Wealth Client Listing Request,True,2025-11-03T14:55:55.000+0000,False,False,005OH0000071DK9YAM,2025-11-03T14:55:55.000+0000,005OH0000071DK9YAM,2025-11-03T14:55:55.000+0000,005OH0000071DK9YAM,2025-11-03T14:55:55.000+0000,(647)378-8303,,rahul.goel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ej9UjYAI,False,,23470207,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Advisor or support staff: Advisor 
Advisor Code: LL03082 F1350
Email: shawn@otfs.ca
1. Siebel verification: n/a
2. Last Login to Workspace: n/a

Issue: URL for Workspace no longer exists.

Did a log me in session. 

cleared cookies and cache in Edge. deleted the favouries for Workspace that were giving URL not found and added new favourite and tested.

Sent follow up email:

***DDS  11/03/2025***
Hello Shawn, 

Thank you for contacting Workspace Support today regarding not being able to access Workspace, URL not found.

As determined during our LogMeIn session , you were using a link saved to your favourites which was cached.

We cleared your cookies/cache in Edge, removed all the Workspace sign in favourites, and booked marked the correct favourite link to Workspace for you. 

Here are the instructions to clear your cookies/cache should you need to in the future. 

1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-03T15:27:06.000+0000,False,False,005OH00000AUS7aYAH,2025-11-03T15:05:51.000+0000,005OH00000AUS7aYAH,2025-11-03T15:27:06.000+0000,005OH00000AUS7aYAH,2025-11-03T15:27:06.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejADvYAM,False,,23473761,0030A0000029loXQAQ,0010A000002w8tKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,Helped user login to Workspace account after resetting MFA connection.,True,2025-11-03T16:12:06.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-03T15:59:31.000+0000,005OH00000AbJ7aYAF,2025-11-03T16:12:06.000+0000,005OH00000AbJ7aYAF,2025-11-03T16:12:06.000+0000,(416)837-8190,,yuejiuling1990@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejAQrYAM,False,,23472241,0030A0000029Ww1QAE,0010A000002vwbOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:37:37.000+0000,False,False,005OH000004oiYEYAY,2025-11-03T15:37:37.000+0000,005OH000004oiYEYAY,2025-11-03T15:37:38.000+0000,005OH000004oiYEYAY,2025-11-03T15:37:38.000+0000,(519)238-2123,,jarett@gbeckfinancial.ca,(519)238-6419,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejBzgYAE,False,,23472284,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:38:12.000+0000,False,False,005G0000002gxxjIAA,2025-11-03T15:38:12.000+0000,005G0000002gxxjIAA,2025-11-03T15:38:13.000+0000,005G0000002gxxjIAA,2025-11-03T15:38:13.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejFlTYAU,False,,23470996,0035o000005IdcCAAS,0015o000005rWouAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:19:07.000+0000,False,False,005OH000004pk06YAA,2025-11-03T15:19:07.000+0000,005OH000004pk06YAA,2025-11-03T15:19:08.000+0000,005OH000004pk06YAA,2025-11-03T15:19:08.000+0000,(647)378-8303,,rahul.goel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejHC9YAM,False,,23470985,003G0000018f7LTIAY,0010A000002wPR9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:18:52.000+0000,False,False,005OH000002N6huYAC,2025-11-03T15:18:52.000+0000,005OH000002N6huYAC,2025-11-03T15:18:52.000+0000,005OH000002N6huYAC,2025-11-03T15:18:52.000+0000,(418)549-7747X17325,(418) 817-5355,ftchernoff@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejJh1YAE,False,,23472329,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:38:50.000+0000,False,False,005OH00000245RQYAY,2025-11-03T15:38:50.000+0000,005OH00000245RQYAY,2025-11-03T15:38:50.000+0000,005OH00000245RQYAY,2025-11-03T15:38:50.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejKy1YAE,False,,23471317,0030A0000029hNoQAI,0010A000002w5IQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:23:46.000+0000,False,False,005OH000004oiYEYAY,2025-11-03T15:23:46.000+0000,005OH000004oiYEYAY,2025-11-03T15:23:47.000+0000,005OH000004oiYEYAY,2025-11-03T15:23:47.000+0000,(519)421-0240,(519) 788-1777,nkaxiotis@gmail.com,(519)539-2109,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejL7iYAE,False,,23471721,003G000001veLlrIAE,0010A000002wT4BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,Call back done unable to reach the member as he was disconnected,True,2025-11-03T18:36:47.000+0000,False,False,005OH00000BFPZHYA5,2025-11-03T15:30:04.000+0000,005OH00000BFPZHYA5,2025-11-03T18:36:48.000+0000,005OH00000BFPZHYA5,2025-11-03T18:36:48.000+0000,(905)660-9414,,m.viola@stallionfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejQvSYAU,False,,23473594,003OH00000WsHzJYAV,001OH00000eZ4UtYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:57:06.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T15:57:06.000+0000,0055o000002DK5fAAG,2025-11-03T15:57:06.000+0000,0055o000002DK5fAAG,2025-11-03T15:57:06.000+0000,(416)899-3401,,jaclyn.e.nemethy@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejRZhYAM,False,,23472030,003G0000018f7LTIAY,0010A000002wPR9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:34:32.000+0000,False,False,005OH000002N6huYAC,2025-11-03T15:34:32.000+0000,005OH000002N6huYAC,2025-11-03T15:34:33.000+0000,005OH000002N6huYAC,2025-11-03T15:34:33.000+0000,(418)549-7747X17325,(418) 817-5355,ftchernoff@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejUFpYAM,False,,23472319,0030A0000029gRoQAI,0010A000002w4UiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"user cannot submit term conversion application
EMAIL**************************************
Bonjour Andre,

Veuillez m'excuser pour le retard. Je n'ai pas encore eu de retour de l'équipe du deuxième niveau.

Il est évident qu'ils sont en train de travailler activement sur l'enquête, mais ils ne remarquent aucune mise à jour.

Je vais demander une mise à jour et je reviendrai vers vous dès que j’aurai de leurs nouvelles.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur Simplement Protégé: Simplement Protégé - Apprentissage et soutien
 
Merci, 

Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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From: André Buteau <Andre@ABservicesfinanciers.com> 
Sent: November 5, 2025 10:07 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Conversion temporaire-INC1839304 case-23472319

Bonjour Natasha, Je n’ai pas eu de nouvelles encore. Je suis allé sur Workspace et j’ai cliqué sur le bouton de transformation pour la police d’Éric et le formulaire est toujours là. J’ai essayé de le soumettre et j’ai toujours un message d’erreur. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour Natasha,
Je n’ai pas eu de nouvelles encore. 
Je suis allé sur Workspace et j’ai cliqué sur le bouton de transformation pour la police d’Éric et le formulaire est toujours là. J’ai essayé de le soumettre et j’ai toujours un message d’erreur. 

Nous avons une séquence de choses à faire suite à la transformation qui est en suspend tant que ce n’est pas réglé. 
Cette transformation est partielle et on conserve la balance de temporaire pour ensuite la remplacer par un nouveau temporaire. 
La séquence est enclenchée du côté de Tanya. 
Donc, il y a urgence qu’on puisse l’enclencher pour Éric.

Si tu peux faire un suivi avec eux, ce serait très apprécié.
Merci. 
Bonne journée, 

p.s. Notez cette nouvelle adresse courriel : 
Andre@ABservicesfinanciers.com 

André Buteau AVA, Pl.Fin., GBA 
300-1350 Boul. René-Lévesque Ouest, Montréal, Québec H3G 1T4 
(514) 931-4242 poste  2322    télécopieur: (514) 931-9553
Planificateur Financier, Assureur-Vie Agréé,  Conseiller en régimes d'assurances et de rentes collectives, Représentant en épargne collective
  
Notez cette nouvelle adresse courriel : 
Andre@ABservicesfinanciers.com 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié.  Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le transmettre ou en enregistrer le contenu.  Merci.  A noter: nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 3, 2025 11:39 AM
To: André Buteau <Andre@ABservicesfinanciers.com>
Subject: RE: Conversion temporaire-INC1839304 case-23472319

Bonjour Andre, 

Merci de m’avoir informé sur le fichier Tanya, j’ai déjà contacté l’équipe du deuxième niveau dans l’attente d’une réponse.

Espérons que c’est une solution rapide.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur Simplement Protégé: Simplement Protégé - Apprentissage et soutien
 
Merci, 

Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: André Buteau <Andre@ABservicesfinanciers.com> 
Sent: November 3, 2025 10:31 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Conversion temporaire-INC1839304 case-23472319

Bonjour Natasha, J’ai réussi à procéder avec la demande de transformation pour Tanya. Elle a pu compléter et signer. J’ai réessayé pour la demande pour Éric mais j’ai toujours le même message d’erreur. Merci de votre aide. Bonne journée, p. s. 

Bonjour Natasha,
J’ai réussi à procéder avec la demande de transformation pour Tanya. Elle a pu compléter et signer. 

J’ai réessayé pour la demande pour Éric mais j’ai toujours le même message d’erreur. 

Merci de votre aide. 
Bonne journée, 
 


p.s. Notez cette nouvelle adresse courriel : 
Andre@ABservicesfinanciers.com 

André Buteau AVA, Pl.Fin., GBA 
300-1350 Boul. René-Lévesque Ouest, Montréal, Québec H3G 1T4 
(514) 931-4242 poste  2322    télécopieur: (514) 931-9553
Planificateur Financier, Assureur-Vie Agréé,  Conseiller en régimes d'assurances et de rentes collectives, Représentant en épargne collective
  
Notez cette nouvelle adresse courriel : 
Andre@ABservicesfinanciers.com 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié.  Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le transmettre ou en enregistrer le contenu.  Merci.  A noter: nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 3, 2025 11:23 AM
To: André Buteau <Andre@ABservicesfinanciers.com>
Subject: Conversion temporaire-INC1839304 case-23472319

Bonjour Andre,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis avec la conversion , J'ai vraiment apprécié notre échange.

Comme nous en avons discuté, j’envoie ceci pour une enquête à notre équipe de deuxième niveau et je reviendrai dès que j’aurai des nouvelles.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T16:32:23.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-03T15:38:46.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:54:45.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:54:45.000+0000,(514)931-4242X2322,,andre.buteau@financiereliberte55.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejVdJYAU,False,,23472452,0030A0000029mBmQAI,0010A000002w9BtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T15:40:29.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T15:40:29.000+0000,005OH000003ds0PYAQ,2025-11-03T15:40:29.000+0000,005OH000003ds0PYAQ,2025-11-03T15:40:29.000+0000,(705)675-1444,,brian.g.gilroy@outlook.com,(705)525-2140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejW80YAE,False,,23476190,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:32:39.000+0000,False,False,005OH000004pk06YAA,2025-11-03T16:32:39.000+0000,005OH000004pk06YAA,2025-11-03T16:32:40.000+0000,005OH000004pk06YAA,2025-11-03T16:32:40.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejXKFYA2,False,,23474978,0030A0000029ZqxQAE,0010A000002vz4xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:15:47.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T16:15:47.000+0000,005OH000003ds0PYAQ,2025-11-03T16:15:47.000+0000,005OH000003ds0PYAQ,2025-11-03T16:15:47.000+0000,(905)373-0618,,fred.efs@cogeco.net,(905)373-4503,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejXwvYAE,False,,23473822,003G0000018f7pdIAA,0010A000002wPw4QAE,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,005OH000006owoYYAQ,2025-11-03T16:00:19.000+0000,005OH000006owoYYAQ,2025-11-03T16:52:09.000+0000,005OH000006owoYYAQ,2025-11-03T16:52:09.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejYOMYA2,False,,23475558,003G0000018f799IAA,0010A000002wPCSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:23:47.000+0000,False,False,005OH00000245ROYAY,2025-11-03T16:23:47.000+0000,005OH00000245ROYAY,2025-11-03T16:23:47.000+0000,005OH00000245ROYAY,2025-11-03T16:23:47.000+0000,(519)318-3118,(519) 318-3118,jake@genesisfinancial.group,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejZ13YAE,False,,23473797,003G0000018f6pLIAQ,0010A000002wOr4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"David unable to create a plan.
Error creating plan pls contact your administrator
INC1839150- ticket# in Service now
=============
issue is resolved

Thank you !  I have resubmitted my form.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 5, 2025 12:29 PM
To: Allan, Paul J. (LL) <paulallan@awig.ca>
Subject: 23547005 - Conquest - plan under read only

Hi Paul,

Thank you for contacting the workspace support as you cannot make some edits on your client details.

We were able to identify that you are under a read only status and you just basically need to reenrol to the Canada Life Digital Toolkit. We have also provided you the form for you to do the process. Canada Life Digital Toolkit Re-enrolment form

Thank you very much for your time. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-05T15:24:57.000+0000,False,False,005OH00000BFPZHYA5,2025-11-03T16:00:02.000+0000,005OH00000BFPZHYA5,2025-11-14T14:13:25.000+0000,005OH00000BFPZHYA5,2025-11-14T14:13:25.000+0000,(902)562-3562,(902) 304-2205,david@macgillivaryfinancialplanners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejfmMYAQ,False,,23474451,0030A0000029kk6QAA,0010A000002w80sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:08:39.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T16:08:39.000+0000,005OH000003ds0PYAQ,2025-11-03T16:08:40.000+0000,005OH000003ds0PYAQ,2025-11-03T16:08:40.000+0000,(905)449-4462,,fredcacciotti@gmail.com,(905)579-3196,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejjunYAA,False,,23473980,003OH000008r2NIYAY,001OH00000Aj7SfYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:02:37.000+0000,False,False,0055o000001NWfMAAW,2025-11-03T16:02:37.000+0000,0055o000001NWfMAAW,2025-11-03T16:02:37.000+0000,0055o000001NWfMAAW,2025-11-03T16:02:37.000+0000,(416)618-3939,,elaine.meritrust@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejlOkYAI,False,,23475117,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:17:46.000+0000,False,False,005OH000005URvxYAG,2025-11-03T16:17:46.000+0000,005OH000005URvxYAG,2025-11-03T16:17:46.000+0000,005OH000005URvxYAG,2025-11-03T16:17:46.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejmcbYAA,False,,23476964,003OH00000ObRMoYAN,001OH00000Tv8YCYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CRM,Medium,"Name: Justin Landry
Advisor or support staff: Advisor 
Advisor Code: LL30143 F7175
Advisor Name:
Phone:
Email: justin@landrywealth.ca
1. Siebel verification: partial but wasn't needed.
2. Last Login to Workspace: 

Issue: Email saying he has to update the CRM data
Receives the zip file/not sure what to do next.
Now can no longer see the CRM download option in Workspace.

guided on how to find. - If they click their profile icon at top right corner, and got to Settings, they will see a tab for CRM where they can download again

did log me in session....and also guided him here, https://www.acp.canadalife.com/secure/more-adsl/technology/changes-to-workspace-crm.html

sent follow up
***DDS  11/03/2025***

Hello Justin,

Thank you for contacting Workspace support today regarding downloading your CRM data.

As discussed, you were able to download your CRM data which is currently in your downloads folder, you may want to save it somewhere safely to avoid clearing your downloads.

Also as discussed, these are the features being removed.  Details found Resources on upcoming changes to Workspace's CRM function

We’re removing CRM functionalities from Workspace. This means advisors and their delegates won’t be able to see, enter or save the following in Workspace:
•	Leads
•	Opportunities
•	Meetings (events)
•	Tasks, notes
•	User defined fields
•	Family members
•	External products
•	CRM field labels (for example, smoking status, power of attorney)
•	Buy/sell CRM information
•	File upload

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-03T17:13:41.000+0000,False,False,005OH00000AUS7aYAH,2025-11-03T16:42:46.000+0000,005OH00000AUS7aYAH,2025-11-03T17:15:06.000+0000,005OH00000AUS7aYAH,2025-11-03T17:15:06.000+0000,(506)962-8042,,justin@landrywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejn41YAA,False,,23477119,0030A000002EmbSQAS,0010A0000031KS4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:44:56.000+0000,False,False,0050A000000WjqvQAC,2025-11-03T16:44:56.000+0000,0050A000000WjqvQAC,2025-11-03T16:44:57.000+0000,0050A000000WjqvQAC,2025-11-03T16:44:57.000+0000,(613)355-7016,(613) 355-7016,joanne@theprecplanners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejo1eYAA,False,,23475926,003G0000018f6l8IAA,0010A000002wOmsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:29:15.000+0000,False,False,0050A000000WjqvQAC,2025-11-03T16:29:15.000+0000,0050A000000WjqvQAC,2025-11-03T16:29:15.000+0000,0050A000000WjqvQAC,2025-11-03T16:29:15.000+0000,(613)858-3892,6138583892,jeff@ciigroup.ca,(613)748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejpiTYAQ,False,,23474576,0030A0000029YJGQA2,0010A000002vxlzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:10:23.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T16:10:23.000+0000,005OH000003ds0PYAQ,2025-11-03T16:10:23.000+0000,005OH000003ds0PYAQ,2025-11-03T16:10:23.000+0000,(613)634-2365,,fred@fredevansfinancial.com,(613)634-2381,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejqUsYAI,False,,23476267,0030A0000029Za9QAE,0010A000002vypLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:33:35.000+0000,False,False,0055o000001NWfMAAW,2025-11-03T16:33:35.000+0000,0055o000001NWfMAAW,2025-11-03T16:33:36.000+0000,0055o000001NWfMAAW,2025-11-03T16:33:36.000+0000,(905)307-8999,6473818127,wendytamw@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejrUAYAY,False,,23474829,0030A00000CSW1fQAH,0015o0000054OlxAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WRS,Medium,the user asked about the rate of return in Investment Centre. They also had questions about the fees from a client. They were sent an email with information available.,True,2025-11-03T16:46:06.000+0000,False,False,005OH000002iN7rYAE,2025-11-03T16:13:52.000+0000,005OH000002iN7rYAE,2025-11-03T16:46:06.000+0000,005OH000002iN7rYAE,2025-11-03T16:46:06.000+0000,(514)235-0793,(514) 235-0793,luc.tremblay@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejtCjYAI,False,,23477493,0030A000008wOiWQAU,0010A000009rXUTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:49:40.000+0000,False,False,005OH000005URvxYAG,2025-11-03T16:49:40.000+0000,005OH000005URvxYAG,2025-11-03T16:49:40.000+0000,005OH000005URvxYAG,2025-11-03T16:49:40.000+0000,(587)877-6114,,cjensen@nextlevelinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejtEDYAY,False,,23474924,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,User calling regarding merge issue.,True,2025-11-03T16:42:36.000+0000,False,False,005OH00000BFQFHYA5,2025-11-03T16:15:06.000+0000,005OH00000BFQFHYA5,2025-11-03T16:42:36.000+0000,005OH00000BFQFHYA5,2025-11-03T16:42:36.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejurrYAA,False,,23475873,0030A0000029VdbQAE,0010A000002vvW4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,MFA issues.,True,2025-11-03T17:06:39.000+0000,False,False,005OH00000BFQFCYA5,2025-11-03T16:28:23.000+0000,005OH00000BFQFCYA5,2025-11-03T17:06:39.000+0000,005OH00000BFQFCYA5,2025-11-03T17:06:39.000+0000,(905)731-8500,(416) 876-3595,happyhanin@gmail.com,(905)731-8503,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejvCoYAI,False,,23475687,0030A0000029a5EQAQ,0010A000002vzIzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:25:42.000+0000,False,False,0055o000001NWfMAAW,2025-11-03T16:25:42.000+0000,0055o000001NWfMAAW,2025-11-03T16:25:43.000+0000,0055o000001NWfMAAW,2025-11-03T16:25:43.000+0000,(905)307-8999,(416) 988-8897,sonevahuang@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejvceYAA,False,,23476643,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:38:47.000+0000,False,False,005OH000005URvxYAG,2025-11-03T16:38:47.000+0000,005OH000005URvxYAG,2025-11-03T16:38:47.000+0000,005OH000005URvxYAG,2025-11-03T16:38:47.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ejxD2YAI,False,,23477162,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:45:24.000+0000,False,False,005OH000004pk06YAA,2025-11-03T16:45:24.000+0000,005OH000004pk06YAA,2025-11-03T16:45:24.000+0000,005OH000004pk06YAA,2025-11-03T16:45:24.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ek09OYAQ,False,,23476754,0030A0000029jdPQAQ,0010A000002w77iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:40:07.000+0000,False,False,005OH000005URvxYAG,2025-11-03T16:40:07.000+0000,005OH000005URvxYAG,2025-11-03T16:40:07.000+0000,005OH000005URvxYAG,2025-11-03T16:40:07.000+0000,(403)302-3663,,moller.michael@shaw.ca,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ek1YOYAY,False,,23478892,003OH00000WGaI1YAL,001OH00000dV4YoYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:10:18.000+0000,False,False,005OH000007fgYjYAI,2025-11-03T17:10:18.000+0000,005OH000007fgYjYAI,2025-11-03T17:10:19.000+0000,005OH000007fgYjYAI,2025-11-03T17:10:19.000+0000,(514)638-8586,,baji.tshiamala@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ek377YAA,False,,23475989,0030A0000029Za9QAE,0010A000002vypLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:30:01.000+0000,False,False,0055o000001NWfMAAW,2025-11-03T16:30:01.000+0000,0055o000001NWfMAAW,2025-11-03T16:30:01.000+0000,0055o000001NWfMAAW,2025-11-03T16:30:01.000+0000,(905)307-8999,6473818127,wendytamw@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ek4zLYAQ,False,,23480565,003OH0000080eoxYAA,001OH000009n7PrYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:35:52.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T17:35:52.000+0000,0055o000002KxaMAAS,2025-11-03T17:35:53.000+0000,0055o000002KxaMAAS,2025-11-03T17:35:53.000+0000,(778)679-8552,,michaela@qpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ek545YAA,False,,23476153,0030A0000076m5GQAQ,0010A000007xXx4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:32:17.000+0000,False,False,005OH00000245RQYAY,2025-11-03T16:32:17.000+0000,005OH00000245RQYAY,2025-11-03T16:32:17.000+0000,005OH00000245RQYAY,2025-11-03T16:32:17.000+0000,(514)991-4818,,rongrong.dong@yuanrongwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ek7IqYAI,False,,23477611,003G0000018f7XQIAY,0010A000002wPeJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:51:22.000+0000,False,False,0055o000002KxmIAAS,2025-11-03T16:51:22.000+0000,0055o000002KxmIAAS,2025-11-03T16:51:22.000+0000,0055o000002KxmIAAS,2025-11-03T16:51:22.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ek8DFYAY,False,,23476535,0030A00000BgkRnQAJ,0010A00000CGxETQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:37:21.000+0000,False,False,005OH000002N6huYAC,2025-11-03T16:37:21.000+0000,005OH000002N6huYAC,2025-11-03T16:37:21.000+0000,005OH000002N6huYAC,2025-11-03T16:37:21.000+0000,(450)928-1321,514 444 1439,frederik@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ek9PTYAY,False,,23477579,003OH000009iPlXYAU,001OH00000BnuzAYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:50:53.000+0000,False,False,005OH000005URvxYAG,2025-11-03T16:50:53.000+0000,005OH000005URvxYAG,2025-11-03T16:50:53.000+0000,005OH000005URvxYAG,2025-11-03T16:50:53.000+0000,(780)932-5351,,mattpearcey@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekAYPYA2,False,,23476752,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:40:04.000+0000,False,False,005OH00000245RQYAY,2025-11-03T16:40:04.000+0000,005OH00000245RQYAY,2025-11-03T16:40:04.000+0000,005OH00000245RQYAY,2025-11-03T16:40:04.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekAbeYAE,False,,23476882,0030A0000029VYzQAM,0010A000002vvRwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,reset password for workspace,True,2025-11-03T17:00:47.000+0000,False,False,005OH00000BGf2TYAT,2025-11-03T16:41:32.000+0000,005OH00000BGf2TYAT,2025-11-03T17:00:47.000+0000,005OH00000BGf2TYAT,2025-11-03T17:00:47.000+0000,(519)253-3553,519-784-4931,nate.lucyk@ig.ca,(519)253-8064,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekBSrYAM,False,,23476850,0035o000005lOtcAAE,001G000000vkdnGIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:41:13.000+0000,False,False,0055o000001NWfMAAW,2025-11-03T16:41:13.000+0000,0055o000001NWfMAAW,2025-11-03T16:41:13.000+0000,0055o000001NWfMAAW,2025-11-03T16:41:13.000+0000,,(647) 801-6801,sunnie.gan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekCryYAE,False,,23477392,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:48:17.000+0000,False,False,005OH000005URvxYAG,2025-11-03T16:48:17.000+0000,005OH000005URvxYAG,2025-11-03T16:48:17.000+0000,005OH000005URvxYAG,2025-11-03T16:48:17.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekDb9YAE,False,,23477282,0031600002YQPsSAAX,0010A000002wOCJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:46:55.000+0000,False,False,0050A000000WjqvQAC,2025-11-03T16:46:55.000+0000,0050A000000WjqvQAC,2025-11-03T16:46:56.000+0000,0050A000000WjqvQAC,2025-11-03T16:46:56.000+0000,(613) 735-1500 ext 4003,(613) 867-2916,andrew@theinsuranceman.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekE4DYAU,False,,23477591,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:51:07.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T16:51:07.000+0000,005OH000003ds0PYAQ,2025-11-03T16:51:07.000+0000,005OH000003ds0PYAQ,2025-11-03T16:51:07.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekFufYAE,False,,23477387,003G0000018f7pdIAA,0010A000002wPw4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:48:12.000+0000,False,False,005OH000006owoYYAQ,2025-11-03T16:48:12.000+0000,005OH000006owoYYAQ,2025-11-03T16:48:13.000+0000,005OH000006owoYYAQ,2025-11-03T16:48:13.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekJFEYA2,False,,23479793,0030A0000029cOtQAI,0010A000002w19PQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:24:11.000+0000,False,False,005OH000007fgYjYAI,2025-11-03T17:24:11.000+0000,005OH000007fgYjYAI,2025-11-03T17:24:12.000+0000,005OH000007fgYjYAI,2025-11-03T17:24:12.000+0000,(819)373-7672,,gisele.albert@sympatico.ca,(819)373-5391,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekJdLYAU,False,,23478525,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:05:15.000+0000,False,False,005OH000005URvxYAG,2025-11-03T17:05:15.000+0000,005OH000005URvxYAG,2025-11-03T17:05:15.000+0000,005OH000005URvxYAG,2025-11-03T17:05:15.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekK4jYAE,False,,23477878,003G0000018f79hIAA,0010A000002wPD0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:55:26.000+0000,False,False,0055o000001NWfMAAW,2025-11-03T16:55:26.000+0000,0055o000001NWfMAAW,2025-11-03T16:55:26.000+0000,0055o000001NWfMAAW,2025-11-03T16:55:26.000+0000,(647)500-0883,(647) 500-0883,jiangqian@gloryfinancialinvestment.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekKj7YAE,False,,23481732,003G0000018f73KIAQ,0010A000002wP6eQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Wants to set up MFA on new device 
disconnected old device and walked user through registering new device


Good afternoon Roderick, 

Thank you for contacting the Workspace Support Team with your MFA inquiry,

You changed your phone over the weekend and were unable to log into Workspace. We were able to disconnect your authenticator app and register your new app on your phone, you were able to log into Workspace successfully, if you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T18:02:47.000+0000,False,False,005OH000008919xYAA,2025-11-03T17:52:33.000+0000,005OH000008919xYAA,2025-11-03T21:12:18.000+0000,005OH000008919xYAA,2025-11-03T21:12:18.000+0000,(902)564-5604,(902) 578-8490,rod@macgillivaryfinancialplanners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekKvxYAE,False,,23477989,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:57:06.000+0000,False,False,005OH000005URvxYAG,2025-11-03T16:57:06.000+0000,005OH000005URvxYAG,2025-11-03T16:57:06.000+0000,005OH000005URvxYAG,2025-11-03T16:57:06.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekLOzYAM,False,,23478024,003OH00000W6fXdYAJ,001OH00000dFpzwYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:57:51.000+0000,False,False,005OH000007fgYjYAI,2025-11-03T16:57:51.000+0000,005OH000007fgYjYAI,2025-11-03T16:57:52.000+0000,005OH000007fgYjYAI,2025-11-03T16:57:52.000+0000,(514)346-5609,,sgrondin@growtheco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekM4vYAE,False,,23478101,0030A00000CStLAQA1,0010A00000D3sjCQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T16:59:02.000+0000,False,False,005OH000005URvxYAG,2025-11-03T16:59:02.000+0000,005OH000005URvxYAG,2025-11-03T16:59:02.000+0000,005OH000005URvxYAG,2025-11-03T16:59:02.000+0000,(587)936-1448,(587) 936-1448,kcm@ualberta.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekMmTYAU,False,,23478196,0030A0000029gxiQAA,0010A000002w4u6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:00:20.000+0000,False,False,005OH000005URvxYAG,2025-11-03T17:00:20.000+0000,005OH000005URvxYAG,2025-11-03T17:00:20.000+0000,005OH000005URvxYAG,2025-11-03T17:00:20.000+0000,(587)876-0274,,charissa.cummings@servus.ca,(403)340-1176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekMwAYAU,False,,23479157,003G0000018f6UpIAI,0010A000002wORWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-03T17:14:20.000+0000,False,False,005OH0000071DK9YAM,2025-11-03T17:14:20.000+0000,005OH0000071DK9YAM,2025-11-03T17:14:20.000+0000,005OH0000071DK9YAM,2025-11-03T17:14:20.000+0000,(905)480-0344,,isaac.lazar@lazarwealth.com,(905)480-0328,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekNc6YAE,False,,23478390,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:03:20.000+0000,False,False,005OH000005URvxYAG,2025-11-03T17:03:20.000+0000,005OH000005URvxYAG,2025-11-03T17:03:20.000+0000,005OH000005URvxYAG,2025-11-03T17:03:20.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekNp1YAE,False,,23478871,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:10:00.000+0000,False,False,005OH000005URvxYAG,2025-11-03T17:10:00.000+0000,005OH000005URvxYAG,2025-11-03T17:10:00.000+0000,005OH000005URvxYAG,2025-11-03T17:10:00.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekTG6YAM,False,,23479657,0030A0000029poXQAQ,0010A000002wCB6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:22:08.000+0000,False,False,005OH0000084GETYA2,2025-11-03T17:22:08.000+0000,005OH0000084GETYA2,2025-11-03T17:22:09.000+0000,005OH0000084GETYA2,2025-11-03T17:22:09.000+0000,(905)886-4913X129,647-354-6565,rn@safewayinsure.com,(905)886-9624,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekVpmYAE,False,,23479285,003G000001veLlrIAE,0010A000002wT4BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,Caller got disconnected while doing the authentication. Tried to do a call back but the number reflecting leads me to the service desk line.,True,2025-11-03T17:21:37.000+0000,False,False,005OH00000BFPZHYA5,2025-11-03T17:16:31.000+0000,005OH00000BFPZHYA5,2025-11-03T17:22:17.000+0000,005OH00000BFPZHYA5,2025-11-03T17:22:17.000+0000,(905)660-9414,,m.viola@stallionfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekWHDYA2,False,,23479852,0030A0000029iPxQAI,0010A000002w69OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:24:54.000+0000,False,False,0055o000002KxmIAAS,2025-11-03T17:24:54.000+0000,0055o000002KxmIAAS,2025-11-03T17:24:54.000+0000,0055o000002KxmIAAS,2025-11-03T17:24:54.000+0000,(905)682-7292,,tony.credico@ig.ca,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekX8WYAU,False,,23483374,003OH00000WTcdpYAD,001OH00000dpsRXYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,User gets invalid format for banking info when completing application# 60916284-8 in NBWA - provided link with format required for each bank,True,2025-11-03T18:50:04.000+0000,False,False,005OH0000097FtCYAU,2025-11-03T18:15:59.000+0000,005OH0000097FtCYAU,2025-11-03T18:50:04.000+0000,005OH0000097FtCYAU,2025-11-03T18:50:04.000+0000,(438)466-2512,,info@luclachapelle.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekaO1YAI,False,,23479590,003G0000018f6rFIAQ,0010A000002wOszQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:20:56.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T17:20:56.000+0000,0055o000002KxaMAAS,2025-11-03T17:20:56.000+0000,0055o000002KxaMAAS,2025-11-03T17:20:56.000+0000,(403)232-4590,5873280300,ian.minnifee@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekbDoYAI,False,,23483318,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:15:11.000+0000,False,False,005OH000005URvxYAG,2025-11-03T18:15:11.000+0000,005OH000005URvxYAG,2025-11-03T18:15:11.000+0000,005OH000005URvxYAG,2025-11-03T18:15:11.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekbfAYAQ,False,,23483951,003OH000003D1XlYAK,001OH000004307lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:24:41.000+0000,False,False,005OH000004pk06YAA,2025-11-03T18:24:41.000+0000,005OH000004pk06YAA,2025-11-03T18:24:41.000+0000,005OH000004pk06YAA,2025-11-03T18:24:41.000+0000,(778)633-0739,,jane.yj.li33@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekctLYAQ,False,,23481160,0030A0000029b6qQAA,0010A000002w08uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,Unable to see an incomplete application - tried to do the investigation unfortunately still not able to find the specific application. Escalated to Support Jason McCallum,True,2025-11-03T18:31:53.000+0000,False,False,005OH00000BFPZHYA5,2025-11-03T17:44:19.000+0000,005OH00000BFPZHYA5,2025-11-03T18:31:53.000+0000,005OH00000BFPZHYA5,2025-11-03T18:31:53.000+0000,(403)256-4164,,critchley.jim@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eket9YAA,False,,23484154,003OH00000AwSscYAF,001OH00000DCnzzYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:27:49.000+0000,False,False,005OH000005URvxYAG,2025-11-03T18:27:49.000+0000,005OH000005URvxYAG,2025-11-03T18:27:49.000+0000,005OH000005URvxYAG,2025-11-03T18:27:49.000+0000,(780)716-2938,,wangcg519@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekf9BYAQ,False,,23480157,003G0000018f6ZZIAY,0010A000002wOWeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:29:31.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T17:29:31.000+0000,0055o000002KxaMAAS,2025-11-03T17:29:31.000+0000,0055o000002KxaMAAS,2025-11-03T17:29:31.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekfXQYAY,False,,23480779,003G000001vcHHLIA2,0010A000002wT42QAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-03T18:30:11.000+0000,False,False,0050A000000Hq5PQAS,2025-11-03T17:39:05.000+0000,0050A000000Hq5PQAS,2025-11-03T18:30:11.000+0000,0050A000000Hq5PQAS,2025-11-03T18:30:11.000+0000,(647)260-2501,(416) 706-4102,vince@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekgJnYAI,False,,23481166,003OH00000IXUL8YAP,001OH00000MkhJqYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:44:22.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T17:44:22.000+0000,0055o000002KxaMAAS,2025-11-03T17:44:22.000+0000,0055o000002KxaMAAS,2025-11-03T17:44:22.000+0000,(519)694-3604X2,,paige@planningbydesign.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekgZCYAY,False,,23484223,0030A0000029fkZQAQ,0010A000002w3rKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:28:36.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T18:28:36.000+0000,005OH000004Ir1xYAC,2025-11-03T18:28:36.000+0000,005OH000004Ir1xYAC,2025-11-03T18:28:36.000+0000,(403)948-5901,,kevin@airdrieregistry.com,(403)948-5948,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekiBvYAI,False,,23481216,0030A0000029mKVQAY,0010A000002w9KJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"Hi Mary,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Salesforce authenticator.

Just a recap of what we disconnected your Salesforce authenticator, reconnected it in your new device, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T18:12:11.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T17:45:14.000+0000,005OH00000AbCcLYAV,2025-11-03T18:12:11.000+0000,005OH00000AbCcLYAV,2025-11-03T18:12:11.000+0000,(902)830-6308,,mary@marypatterson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekkQcYAI,False,,23481719,0030A0000029h8wQAA,0010A000002w54WQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T17:52:22.000+0000,False,False,005OH0000030c5BYAQ,2025-11-03T17:52:22.000+0000,005OH0000030c5BYAQ,2025-11-03T17:52:23.000+0000,005OH0000030c5BYAQ,2025-11-03T17:52:23.000+0000,(905)450-1500,(416) 843-4504,steven.mcinnis@ig.ca,(905)450-2527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eklJXYAY,False,,23485359,003G0000018f70dIAA,0010A000002wP3yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:43:40.000+0000,False,False,005OH00000AdAzSYAV,2025-11-03T18:43:40.000+0000,005OH00000AdAzSYAV,2025-11-03T18:43:41.000+0000,005OH00000AdAzSYAV,2025-11-03T18:43:41.000+0000,(519)520-0994,(519) 520-0994,andrew@ajfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eknGTYAY,False,,23482353,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:01:05.000+0000,False,False,005OH000005URvxYAG,2025-11-03T18:01:05.000+0000,005OH000005URvxYAG,2025-11-03T18:01:05.000+0000,005OH000005URvxYAG,2025-11-03T18:01:05.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eknebYAA,False,,23481138,003OH00000L7Oj3YAF,001OH00000PkEGFYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,Salesforce timed out and call has disconnected.,True,2025-11-03T18:12:28.000+0000,False,False,005OH00000BFQFCYA5,2025-11-03T17:43:59.000+0000,005OH00000BFQFCYA5,2025-11-03T18:12:28.000+0000,005OH00000BFQFCYA5,2025-11-03T18:12:28.000+0000,(403)242-1925,,alyson.sheeran@edwardjones.com,(866)591-0310,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eknrXYAQ,False,,23481587,003OH000008txxRYAQ,001OH00000AmuiCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Policy Details,Medium,"Advisor is not able to download the policy summary for policy 69095547C.
Escalated to 2nd level support team.",True,2025-11-03T18:25:49.000+0000,False,False,005OH00000BFiyTYAT,2025-11-03T17:50:43.000+0000,005OH00000BFiyTYAT,2025-11-03T19:26:44.000+0000,005OH00000BFiyTYAT,2025-11-03T19:26:44.000+0000,(647)686-2598,,info.vjkumar7@gmail.com,(647)686-2598,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekprkYAA,False,,23482572,0030A0000029e8zQAA,0010A000002w2Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:04:12.000+0000,False,False,005OH000004pk06YAA,2025-11-03T18:04:12.000+0000,005OH000004pk06YAA,2025-11-03T18:04:12.000+0000,005OH000004pk06YAA,2025-11-03T18:04:12.000+0000,(905)799-2470,416-300-7393,sandhumanjitsingh@yahoo.ca,(905)799-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekuQ2YAI,False,,23484315,0030A0000091VJOQA2,0010A000002wSoIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:29:53.000+0000,False,False,005OH000002N6huYAC,2025-11-03T18:29:53.000+0000,005OH000002N6huYAC,2025-11-03T18:29:53.000+0000,005OH000002N6huYAC,2025-11-03T18:29:53.000+0000,(418)622-7077,418 254 3602,jlapointe@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekx9KYAQ,False,,23482230,,0010A000002w4XYQAY,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,The user requested a client listing for a person that passed away. Estelle A reached out about the matter. Our team responded to them.,True,2025-11-03T17:59:25.000+0000,False,False,005OH000002iN7rYAE,2025-11-03T17:59:25.000+0000,005OH000002iN7rYAE,2025-11-03T18:00:58.000+0000,005OH000002iN7rYAE,2025-11-03T18:00:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eky70YAA,False,,23482549,0030A00000CSJ4DQAX,0010A00000D3Fx2QAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,"transfered to us, in New Business, when we go there to download documents we are unable to download the advisor summary
tried different browsers, just the advisor summary. 
it opens a new tab unable to return to the home page or last viewed page. 



Shaun Denny
23482549

f4567

transfered to us, in New Business, when we go there to download documents we are unable to download the advisor summary
tried different browsers, just the advisor summary. 
it opens a new tab unable to return to the home page or last viewed page. 

Repnet user ID LL39612
Advisor code f4567
Application number 60908351-4
Client name Wendy Gregory
Type of application Term Life Insurance 
Best contact phone number 780 220 2686
What were they trying to do? Trying to download advisor summary, this fails for all client applications not just this one 
Has it ever worked?
It worked up until last friday
Any error messages received
it opens a new tab unable to return to the home page or last viewed page. 
Screenshot of the screen where the app is failing or displaying an error


Good afternoon Shaun, 

Thank you for contacting the Workspace Support Team with your New Business Inquiry

You were transferred to us by the Service Desk with a New Business issue where in you could not download the advisor summary on any apps, it has always worked up till this Friday and today it’s not just a single client but all of them. We have escalated your ticket to our support team for resolution, we will follow up with you as soon as they follow up with us. 
	
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-08T00:52:15.000+0000,False,False,005OH000008919xYAA,2025-11-03T18:03:51.000+0000,005OH000008919xYAA,2025-11-08T00:52:15.000+0000,005OH000008919xYAA,2025-11-08T00:52:15.000+0000,(780)459-5353,,shaun@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekzELYAY,False,,23482365,003OH00000WTWf3YAH,001OH00000dpsRSYAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support - Workspace,Medium,,True,2025-11-03T18:24:06.000+0000,False,False,005OH000002iN7pYAE,2025-11-03T18:01:14.000+0000,005OH000002iN7pYAE,2025-11-04T17:05:23.000+0000,005OH000002iN7pYAE,2025-11-04T17:05:23.000+0000,(306)519-6261,,lauren@bradywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ekzKnYAI,False,,23482377,003OH00000WogPsYAJ,001OH00000eR3RDYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:01:25.000+0000,False,False,0050A000000Hq5PQAS,2025-11-03T18:01:25.000+0000,0050A000000Hq5PQAS,2025-11-03T18:01:26.000+0000,0050A000000Hq5PQAS,2025-11-03T18:01:26.000+0000,(289)355-9528,,matthew.smuk@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000el36fYAA,False,,23482784,003G000001veLlrIAE,0010A000002wT4BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"***DDS  11/04/2025***
Call#  (416) 624-0201 # in Siebel.
Verification done
did a log me in session. 
had him sign in, it shows mobile auth setup but has the Microsoft authenticator but no accts for Workspace.
says no change in phones either. 
verified. disconnected the auth from SF. had him sign in/ he had to change password.
once signed him he was prompted to setup the auth, helped him setup Microsoft Auth, signed out/in again to test.

sent follow up email.

***DDS  11/04/2025***

Hello Michael,

Thanks for taking my call today. It was a pleasure speaking to you earlier and helping you setup your Microsoft Authenticator app on your phone to access Workspace.
 
Here is a recap of what we did today.
	1. Verified and disconnected the old authenticator profile
	2. Had you sign into Workspace, you were prompted to update your password.
	3. Then had you setup your Microsoft Authenticator on your phone
You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  




-------------------------------***DDS  11/03/2025***---------------------
Name: Micheal Viola
Advisor or support staff: Advisor 
Advisor Code: E5493
Phone:(416) 624-0201
Email:mviola@stallionwealthmanagement.ca
1. Siebel verification: completed
2. Last Login to Workspace: he noted a few months.

Issue: wants to authenticate new authenticator app
hasn't signed into workspace in some time.

not locked in SF chatter. https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000002CqFaAAK%3Fnoredirect%3D1%26isUserEntityOverride%3D1
SF shows an authenticator is setup. advised him i would have to call him back to authenticate at the number on file. 

it shows an authenticator is setup. using Microsoft authenticator but its not giving him a code

Call scheduled Tuesday Nov 4th 1:30pm will call at (416) 624-0201 # in Siebel.

sent follow up. 

***DDS  11/03/2025***
Hello Michael,

Thank you for contacting Workspace today regarding setting up your Microsoft Authenticator to sign into your MGA Workspace account.

As discussed, I will give you a call tomorrow, Tuesday November 4th at 1:30pm eastern at the phone # on file here.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-04T18:44:06.000+0000,False,False,005OH00000AUS7aYAH,2025-11-03T18:07:32.000+0000,005OH00000AUS7aYAH,2025-11-04T18:44:06.000+0000,005OH00000AUS7aYAH,2025-11-04T18:44:06.000+0000,(905)660-9414,,m.viola@stallionfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000el3ZlYAI,False,,23485092,0030A000001aTFmQAM,0010A000002wN0xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Ad Hoc Report,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-03T18:40:14.000+0000,False,False,005OH0000071DK9YAM,2025-11-03T18:40:14.000+0000,005OH0000071DK9YAM,2025-11-03T18:40:26.000+0000,005OH0000071DK9YAM,2025-11-03T18:40:26.000+0000,(613)937-7755,(613) 937-7755,brandonbrisbois@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000el58dYAA,False,,23486475,0030A0000029k3zQAA,0010A000002w7SQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:59:35.000+0000,False,False,005OH000004oiYEYAY,2025-11-03T18:59:35.000+0000,005OH000004oiYEYAY,2025-11-03T18:59:35.000+0000,005OH000004oiYEYAY,2025-11-03T18:59:35.000+0000,(519)787-4627,,del@wilmotfinancial.ca,(519)787-4626,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000el5ZwYAI,False,,23484517,0030A0000029YMdQAM,0010A000002vxoKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:32:41.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T18:32:41.000+0000,005OH000004Ir1xYAC,2025-11-03T18:32:42.000+0000,005OH000004Ir1xYAC,2025-11-03T18:32:42.000+0000,(403)948-1814,,sunderji@calcna.ab.ca,(403)948-1815,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000el8ZRYAY,False,,23484964,0030A0000029WpvQAE,0010A000002vwVSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:38:37.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T18:38:37.000+0000,005OH000004Ir1xYAC,2025-11-03T18:38:38.000+0000,005OH000004Ir1xYAC,2025-11-03T18:38:38.000+0000,(403)475-4245X1,(403) 221-0308,yvonne@wealthwiseconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elBqdYAE,False,,23484248,003G0000018f7QXIAY,0010A000002wPWwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:28:55.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T18:28:55.000+0000,0055o000002KxaMAAS,2025-11-03T18:28:55.000+0000,0055o000002KxaMAAS,2025-11-03T18:28:55.000+0000,(403)244-7800,(587) 999-2687,jonclarke@prizmfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elCEoYAM,False,,23484521,003G0000018f6ZCIAY,0010A000002wOWHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support - Policy Details,Medium,"***DDS  11/04/2025***
Thank you …..now that I have recovered from my heart attack…lol …..things look good    Tom

***DDS  11/04/2025***
Issue resolved. sent follow up email to Thomas to update.
closing.
-------------------------

Hello Tom,

Thanks for your patience while our lab investigated this issue with the GIC,Policy#400020954 Richard A Czarny showing a $0 market Value.

The lab has resolved the issue and confirmed the market value is now being seen. 

Kindly check your end and if any issues, do let us know and provide any screenshots/errors, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


-------------------------
***DDS  11/03/2025***
Name: Tom Price
Advisor or support staff: Advisor 
Advisor Code: LL17912 F2270
Advisor Name:
Phone:	(403) 329-4209 x223, 403-382-8158
Email:tom@pricefinancial.ca
1. Siebel verification:
2. Last Login to Workspace:

Issue: did a portfolio summary in August
market 21663K. did the same summary today, now today
market value is 0.00. 
Its a GIC,Policy#400020954 Richard A Czarny
Called call centre and he confirmed thats not correct the policy does show a value.
tried to do the summary again today and same issue, market value 0

called assist desk/samantha. says we would have to send a ticket to the lab for further investigation. 

call disconnected. called Thomas back. he will send me screenshots/statement as well. 

SNOW TICKET#INC1839920. sent in for investigation (as per Matthew Leclair send to Indiv Cust Tech - WS - Unitrax)---Someone moved my ticket up the line-not sure who.

SENT FOLLOW UP 
----------
***DDS  11/03/2025***
Hello Tom,

Thank you for contacting Workspace support today regarding GIC,Policy#400020954 Richard A Czarny showing a $0 market Value

As discussed, I will have to escalate this to our lab for further investigation however if you can please reply to this message and provide any screenshots as well as the statement showing $0.00.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-04T15:02:02.000+0000,False,False,005OH00000AUS7aYAH,2025-11-03T18:32:44.000+0000,005OH00000AUS7aYAH,2025-11-04T20:14:29.000+0000,005OH00000AUS7aYAH,2025-11-04T20:14:29.000+0000,(403)329-4209,(403) 382-8158,tom@pricefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elCpvYAE,False,,23485318,0031600002HLYyJAAX,0010A000002wNJDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Delegation Removal,Medium,"***2025-11-03***
User wants to remove 2 MAs from delegate list.
DDS referred user to DM to remove delegation for MGA account and referred user to Manage Delegates tab for ADSL account.

==================================================
***Email Chain***
Hello Mackenzie,

Thank you for contacting the Workspace Support team regarding this delegation removal inquiry.

It seems like these users have an Advisor Solutions account as well as an MGA account. The process of removing delegation looks different for both, so we’ve included the instructions for each.

For MGA delegation, Distribution Methodology would have to remove access on their end. Please send an email to Distribution_Methodology@canadalife.com for this request and inform them of which advisor code you would like to be removed and for whom.

For an Advisor Solutions account, advisors can remove a delegates delegation access from within their Workspace account. Please have Stephanie follow the steps below to remove Rachel and Kendall as delegates from her Advisor Solutions account:
1.	Click on the initials on the top right of the screen
2.	Select My Settings
3.	Navigate to the Manage Delegates tab
4.	Click the garbage can icon at the end of the delegate you would love to remove.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: October 31, 2025 9:43 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Stephanie Armstrong

Hi There, 

Are you able to remove the delegation access from Stephanie Armstrong’s Workspace account for Rachel and Kendall? 

Thanks, 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Rachel Hopper <rachel@bodenandassociates.com> 
Sent: October 30, 2025 4:09 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Cc: Frendo-Cumbo, Kendall <kendall@bodenandassociates.com>
Subject: [EXT] Stephanie Armstrong

Hi Mackenzie, Stephanie has moved to a new firm for and Kendall and I are no longer her MA’s. Can you please remove her from our Workspace effective November 1, 2025? Thank you, Rachel The contents of this communication, including any
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Mackenzie,

Stephanie has moved to a new firm for and Kendall and I are no longer her MA’s. Can you please remove her from our Workspace effective November 1, 2025?

Thank you,

Rachel

 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer desire to receive promotional or marketing emails from our firm, simply reply to this message with the word ‘unsubscribe’ in the subject line.",True,2025-11-05T15:31:38.000+0000,False,False,005OH00000AX0rVYAT,2025-11-03T18:43:10.000+0000,005OH00000AX0rVYAT,2025-11-05T15:31:38.000+0000,005OH00000AX0rVYAT,2025-11-05T15:31:38.000+0000,(705)749-6776,,stephanie@bodenandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elDPOYA2,False,,23483902,0030A00000Bz762QAB,0010A00000D4uhUQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:23:55.000+0000,False,False,0050A000000WjqvQAC,2025-11-03T18:23:55.000+0000,0050A000000WjqvQAC,2025-11-03T18:23:55.000+0000,0050A000000WjqvQAC,2025-11-03T18:23:55.000+0000,(613)735-4141,(613) 281-2047,tommy@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elE8YYAU,False,,23484897,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-11-03T18:39:28.000+0000,False,False,005OH000006uYrkYAE,2025-11-03T18:37:48.000+0000,005OH000006uYrkYAE,2025-11-03T18:39:28.000+0000,005OH000006uYrkYAE,2025-11-03T18:39:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elEeqYAE,False,,23484842,0030A0000029f0VQAQ,0010A000002w3EkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"To: 	elambert@equipegfa.com

Bonjour Etienne, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’Espace affaires et la configuration de votre authentificateur Google.

Pour récapituler ce que nous avons fait : nous avons déconnecté et reconnecté votre authentificateur. Ensuite, nous vous avons déconnecté et reconnecté afin de vérifier que vous recevez bien le code authentificateur.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T18:56:58.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T18:36:57.000+0000,005OH00000AbCcLYAV,2025-11-03T19:09:41.000+0000,005OH00000AbCcLYAV,2025-11-03T19:09:41.000+0000,(819)797-1493X110,(819) 763-1234,elambert@equipegfa.com,(819)797-0444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elEzlYAE,False,,23484089,003G000001NrV25IAF,0010A000002wSZlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:26:40.000+0000,False,False,005OH00000AdAzSYAV,2025-11-03T18:26:40.000+0000,005OH00000AdAzSYAV,2025-11-03T18:26:40.000+0000,005OH00000AdAzSYAV,2025-11-03T18:26:40.000+0000,(519)885-5177,5195728648,james@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elFivYAE,False,,23484175,003G000001vcHHLIA2,0010A000002wT42QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:28:03.000+0000,False,False,0050A000000Hq5PQAS,2025-11-03T18:28:03.000+0000,0050A000000Hq5PQAS,2025-11-03T18:28:03.000+0000,0050A000000Hq5PQAS,2025-11-03T18:28:03.000+0000,(647)260-2501,(416) 706-4102,vince@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elHG5YAM,False,,23484341,0030A0000029ewcQAA,0010A000002w3AhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:30:18.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T18:30:18.000+0000,005OH000004Ir1xYAC,2025-11-03T18:30:19.000+0000,005OH000004Ir1xYAC,2025-11-03T18:30:19.000+0000,(403)980-1283,,dfianwiz@shaw.ca,(403)980-9194,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elHb5YAE,False,,23485304,0030A0000074kAZQAY,0010A000007vTnoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:42:58.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T18:42:58.000+0000,005OH000004Ir1xYAC,2025-11-03T18:42:59.000+0000,005OH000004Ir1xYAC,2025-11-03T18:42:59.000+0000,(403)890-8869,,jinweiguo@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elJTDYA2,False,,23484777,003G0000018f6VmIAI,0010A000002wOSTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:36:09.000+0000,False,False,005OH00000AdAzSYAV,2025-11-03T18:36:09.000+0000,005OH00000AdAzSYAV,2025-11-03T18:36:09.000+0000,005OH00000AdAzSYAV,2025-11-03T18:36:09.000+0000,(519)396-3874,,bill@shewfeltfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elJmbYAE,False,,23485342,003G0000018f7WWIAY,0010A000002wPdPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Learning Center / CE Centre,Medium,Learning courses has been completed in learning centre however it is not showing into his achievements section. Referred to his Learning Centre administration team at learningcentreadministrator@canadalife.com for additional guidance.,True,2025-11-03T19:17:21.000+0000,False,False,005OH00000BFPZHYA5,2025-11-03T18:43:24.000+0000,005OH00000BFPZHYA5,2025-11-03T19:17:22.000+0000,005OH00000BFPZHYA5,2025-11-03T19:17:22.000+0000,(604)889-4035,,bharpur@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elK2hYAE,False,,23485036,0030A0000029oyzQAA,0010A000002wBXUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,why account owner is recorded under my advisor name for hongshan xiong,Medium,"Advisor misunderstood 'Account Owner' field in WS - thought it indicated policyowner, not who owns the client's account data in WS.

*****Email sent Nov 3*****
Hello Jason, 

The policy itself is under the client’s name, as indicated in the Account section you underlined in your screenshot. The ‘Account Owner’ field you circled indicates the Workspace user who owns the account data held within Workspace, not the policyowner for the insurance policy you’re viewing. As you’re the aligned servicing advisor, your name appears in the Account Owner field on the Client Details page. If you look at your other clients in Workspace, you should see your name in the Account Owner field on those Client Detail pages as well. 

I’ve included a screenshot from our Workspace training site to show another example of this scenario. My name is listed in the Account Owner field, the same way yours is, with the client’s name above it: 
 

Hopefully this helps put you at ease 😊 

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Crystal H 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Su, Jade <Jade.Su@canadalife.com> 
Sent: October 31, 2025 6:37 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: xjx9301@yahoo.ca; Yan, Feng <Feng.Yan@canadalife.com>
Subject: FW: [EXT] why account owner is recorded under my advisor name for hongshan xiong

Hi team,
Please assist with inquiry below.
Thank you!

Jade Su, Regional Sales Associate, Insurance
Product Solutions Centre, GTA Region
Tel: 416-552-3013

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present
 
________________________________________
From: Jason Xiong <xjx9301@yahoo.ca>
Sent: Thursday, October 30, 2025 3:42 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Yan, Feng <Feng.Yan@canadalife.com>
Subject: [EXT] why account owner is recorded under my advisor name for hongshan xiong 
 
Dear Canada life,

I checked advisor portal and found that  the policy below is under advisor name. Can you please help follow up why account owner is recorded under my advisor name for hongshan xiong and correct it?
 
Thank you,

Jason Jiaxue Xiong
Citistar Financial
XY Financial Consultant Inc.
Unit 306,85 Enterprise Blvd
Markham, ON L6G 0B5
Tel: 647-885-0496
Fax:905-479-8500
Email: xjx9301@yahoo.ca",True,2025-11-03T18:39:36.000+0000,False,False,005OH00000BFQFFYA5,2025-11-03T18:39:36.000+0000,005OH00000BFQFFYA5,2025-11-03T19:36:12.000+0000,005OH00000BFQFFYA5,2025-11-03T19:36:12.000+0000,(647)885-0496,(647) 885-0496,xjx9301@yahoo.ca,(905)858-3553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elLejYAE,False,,23486542,0030A0000029g7UQAQ,0010A000002w4B6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Helped user disconnect and reconnect authenticator and signing in successfully.

=============

Bonjour Peter,

C’était un plaisir de vous avoir au téléphone pour vous aider à accéder à votre Espace Affaires.

Durant notre appel, j’ai déconnecté le lien de l’ancien authentificateur et je vous ai aidé à connecter le nouvel authentificateur à votre compte.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T19:39:03.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-03T19:00:24.000+0000,005OH00000AbJ7aYAF,2025-11-03T19:39:03.000+0000,005OH00000AbJ7aYAF,2025-11-03T19:39:03.000+0000,(514)254-4111X262,,peter.witkowski@gmt.qc.ca,(514)254-6537,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elLzeYAE,False,,23484984,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:38:47.000+0000,False,False,0050A000000Hq5PQAS,2025-11-03T18:38:47.000+0000,0050A000000Hq5PQAS,2025-11-03T18:38:48.000+0000,0050A000000Hq5PQAS,2025-11-03T18:38:48.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elNoYYAU,False,,23485156,,0010A000002w7ZYQAY,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS,Medium,"A user requested a client listing for an advisor, but we are unable to validate their access. Therefore, we requested them to update their information in our systems.",True,2025-11-03T18:41:01.000+0000,False,False,005OH000002iN7rYAE,2025-11-03T18:41:01.000+0000,005OH000002iN7rYAE,2025-11-03T18:41:01.000+0000,005OH000002iN7rYAE,2025-11-03T18:41:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elPjtYAE,False,,23485356,0030A0000029kMXQAY,0010A000002w7iKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:43:38.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T18:43:38.000+0000,005OH000003ds0PYAQ,2025-11-03T18:43:38.000+0000,005OH000003ds0PYAQ,2025-11-03T18:43:38.000+0000,(905)415-2214,416-879-7647,david@financialinsuranceconsultants.com,(905)764-8790,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elQPqYAM,False,,23485855,0030A0000029mKVQAY,0010A000002w9KJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"To: mary@marypatterson.ca

Hello Mary,

Thank you for contacting the Workspace Support team!

Please send your request, and all your New business inquiries, to your New business coordinator: Christine Koukoulidis
•	Email address: NBInquiry.Team7@canadalife.com
•	Phone number: 1- 647-264-1595

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T18:50:45.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T18:50:45.000+0000,005OH00000AbCcLYAV,2025-11-03T19:02:58.000+0000,005OH00000AbCcLYAV,2025-11-03T19:02:58.000+0000,(902)830-6308,,mary@marypatterson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elU8TYAU,False,,23485844,003G0000018f7sVIAQ,0010A000002wPylQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to use global search field in Workspace,Medium,"User needed help to navigate in Workspace using the global search field for corporations

===========================emails==============================
Hi Debbie, 

Thank you for contacting Workspace Support.  

To search a client (individual or corporation) by policy number, you need to use the Global search field located on the top right side of your Workspace account : 


 

Simply input the policy number and click on the result to access the policy detail section of any given policy. 

Let me know if you have any further question. 

Have a wonderful day!

Thank you for your patience while I was working on finding the best way to help you with your request today. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback. complete our brief survey



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Debbie Connolly <debbieconnolly@LIVE.CA> 
Sent: Friday, October 31, 2025 7:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Client Policy Search - Case 23485844

Why are you not able to search your clients or companies via the policy number? Debbie 1219 Baseline Road South, Tiny, ON L0L 2T0 (705) 526-1626 connollyinsurance. ca ""Have you reviewed your insurance lately!"" This E-mail message (including
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Why are you not able to search your clients or companies via the policy number?

Debbie



 
1219 Baseline Road South, Tiny, ON  L0L 2T0
(705) 526-1626
connollyinsurance.ca
""Have you reviewed your insurance lately!""
This E-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this E-mail message immediately.",True,2025-11-03T19:08:26.000+0000,False,False,0055o000001zVCKAA2,2025-11-03T18:50:35.000+0000,0055o000001zVCKAA2,2025-11-04T17:24:08.000+0000,0055o000001zVCKAA2,2025-11-04T17:24:08.000+0000,(705)526-1626,,debbieconnolly@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elUhxYAE,False,,23485916,0030A000008vZXUQA2,0010A000009qadjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:51:27.000+0000,False,False,005OH000002N6huYAC,2025-11-03T18:51:27.000+0000,005OH000002N6huYAC,2025-11-03T18:51:28.000+0000,005OH000002N6huYAC,2025-11-03T18:51:28.000+0000,(450)687-3971,(579) 888-3424,jeanphilippe.payette@gplanifier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elUreYAE,False,,23485947,0030A000008vZXUQA2,0010A000009qadjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T18:51:55.000+0000,False,False,005OH000002N6huYAC,2025-11-03T18:51:55.000+0000,005OH000002N6huYAC,2025-11-03T18:51:55.000+0000,005OH000002N6huYAC,2025-11-03T18:51:55.000+0000,(450)687-3971,(579) 888-3424,jeanphilippe.payette@gplanifier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elW2GYAU,False,,23486869,0031600002MAgDzAAL,0010A000002wNYyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,,True,2025-11-03T19:20:44.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-03T19:04:38.000+0000,005OH00000AZ3ZxYAL,2025-11-03T19:20:44.000+0000,005OH00000AZ3ZxYAL,2025-11-03T19:20:44.000+0000,(418)628-4500,(418) 998-7600,gcouture@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elXCuYAM,False,,23489955,0035o000007DDHcAAO,0015o000007tAnZAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"****DDS****11/03/25
User unable to log into WS - URL no longer exists error page
Authenticated user, cleared cookies and cached files
Updated email address for WS login and reconnected MS authenticator
====================================================================================================

****Email Chain****

Bonjour Christian,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème de connexion.

Je suis heureuse d’avoir pu vous aider avec le changement de votre adresse courriel pour l’accès à Espace Affaires. Vous avez également pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T20:37:11.000+0000,False,False,005OH0000097FtCYAU,2025-11-03T19:46:28.000+0000,005OH0000097FtCYAU,2025-11-03T20:37:12.000+0000,005OH0000097FtCYAU,2025-11-03T20:37:12.000+0000,5145851557,,christian.perreault@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elfC3YAI,False,,23489553,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T19:41:04.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T19:41:04.000+0000,005OH000003ds0PYAQ,2025-11-03T19:41:04.000+0000,005OH000003ds0PYAQ,2025-11-03T19:41:04.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elg4rYAA,False,,23487865,0030A0000029YVOQA2,0010A000002vxupQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"To: 	rob@robtizzard.com

Hi Rob,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Google  authenticator.

Just a recap of what we disconnected your authenticator and reconnected, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T19:37:26.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T19:17:23.000+0000,005OH00000AbCcLYAV,2025-11-03T19:37:26.000+0000,005OH00000AbCcLYAV,2025-11-03T19:37:26.000+0000,(709)341-7775,,rob@robtizzard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elgCrYAI,False,,23487134,0030A0000029UzMQAU,0010A000002vv21QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Policy Details,Medium,"*dds*

Susan MacPhail

i went on to WOrkspace this morning, checked my client, no money in her account, support is saying there is all kinds of money in the  
Carol Barbara Beaumont 
policy# 410851133

The value of the plan is zero
Should 89426.20 everything has a zero value. 


*email*

Good afternoon Susan, 

The support team has followed up. 

The issue has been corrected, and you should be able to see the GIO information correctly now. If this is the not the case and you had other questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 3, 2025 4:51 PM
To: MacPhail, Susan <susanmacphail@sasktel.net>
Subject: Product details - INC1840039

Good afternoon Susan, 

Thank you for contacting the Workspace Support Team with your product details issue. 

When you were looking up a clients GIO it was showing a market value of zero, you called client services, and they confirmed they have money in their account. We have escalated your ticket to our support team, when they follow up with us, we will follow up with you. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T21:00:31.000+0000,False,False,005OH000008919xYAA,2025-11-03T19:08:21.000+0000,005OH000008919xYAA,2025-11-04T21:00:31.000+0000,005OH000008919xYAA,2025-11-04T21:00:31.000+0000,(306)586-5525,,susanmacphail@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eliD3YAI,False,,23487330,0030A0000029grfQAA,0010A000002w4p6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Access Issue,Medium,"Continuation of SNOW INC1833724-user trying to sign up for workspace

Name: Robert Groom
Advisor or support staff: Advisor 
Advisor Code: 25559 is active  and old code 70379 shows xferred in Siebel
Phone:705 323 8380 	
Email: rgroom9407@rogers.com
1. Siebel verification: verified
2. Last Login to Workspace: n/a
groomer1 username in isam.
ERR-W1281 KB0020560  

call scheduled for Tuesday Nov 4th 9am eastern
called at the number in Siebel, 705 323 8380 

When trying to register, getting  ERR-W1503 saying the user id groomer1 is already registered with a workspace acct. 

Had him sign in now ERR-W1282 followed KB0020561  he did the password re-set.
was able to sign in, had him sign out to setup Google authenticator
he was successfully able to sign in.

sent follow up email.

***DDS  11/04/2025***
Hello Rob,

Thanks for taking my call this morning and I’m glad I was able to help you access Workspace MGA access.

It was a pleasure speaking with you! 
 
To recap, during our log me in session, we went through your account registration, however it was noted you already completed Workspace registration.

We had you attempt to sign in, reset your password and then downloaded and connected your Google authenticator app and you were able to login successfully ( https://workspace.canadalife.com/). 
 
We made sure to test by logging out and back in. 
 
Don’t hesitate to reach out if there is anything I can assist with in the future.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-04T14:37:51.000+0000,False,False,005OH00000AUS7aYAH,2025-11-03T19:10:44.000+0000,005OH00000AUS7aYAH,2025-11-04T14:37:51.000+0000,005OH00000AUS7aYAH,2025-11-04T14:37:51.000+0000,(705)323-8380,,rgroom9407@rogers.com,(705)325-1992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eliY1YAI,False,,23487371,0035o000007bcHdAAI,0015o000008IBASAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T19:11:22.000+0000,False,False,005OH000004oiYEYAY,2025-11-03T19:11:22.000+0000,005OH000004oiYEYAY,2025-11-03T19:11:22.000+0000,005OH000004oiYEYAY,2025-11-03T19:11:22.000+0000,(519)630-3141,,darrollpowe@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elk3ZYAQ,False,,23487559,0030A0000090YraQAE,0010A000009wyuBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T19:13:47.000+0000,False,False,005OH000004oiYEYAY,2025-11-03T19:13:47.000+0000,005OH000004oiYEYAY,2025-11-03T19:13:47.000+0000,005OH000004oiYEYAY,2025-11-03T19:13:47.000+0000,(519)421-5997,,jim@jlaffinfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elk5DYAQ,False,,23488092,0030A000003oiREQAY,0010A000004bDHiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"The customer is an associate for a lead consultant named Gabe Chiodo at IG Wealth Management. The customer is having trouble accessing the advisor summary document in the Canada Life Workspace. The agent is trying to assist the customer by having them share their screen, but they are having trouble with the screen sharing process. The agent will continue to investigate the issue and try to resolve the problem.",True,2025-11-05T19:33:38.000+0000,False,False,005OH00000BFQFHYA5,2025-11-03T19:20:40.000+0000,005OH00000BFQFHYA5,2025-11-05T19:33:38.000+0000,005OH00000BFQFHYA5,2025-11-05T19:33:38.000+0000,(416)292-7229,,arlene.neary@igpwm.ca,(416)292-7230,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elqiVYAQ,False,,23488868,003G0000018f6pzIAA,0010A000002wOriQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"user getting URL error message.
cleared cache and cookies and it worked.
EMAIL*****************************************
Hello Julie,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you regarding the URL error.

On our call today, we troubleshoot the error by clearing cache and cookies.

We favourite the Workspace link for easy access and we were able log in your account succesfully.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-11-03T20:09:42.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-03T19:31:40.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:53:34.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:53:34.000+0000,(519)845-1179,(519) 845-1179,julie@prosperityfirstfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elqyhYAA,False,,23492318,0030A0000029odeQAA,0010A000002wBFrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:21:44.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T20:21:44.000+0000,005OH000003ds0PYAQ,2025-11-03T20:21:45.000+0000,005OH000003ds0PYAQ,2025-11-03T20:21:45.000+0000,(613)384-8973,,heather.caird@ig.ca,(613)384-8845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elrl5YAA,False,,23491264,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:05:31.000+0000,False,False,005OH000005URvxYAG,2025-11-03T20:05:31.000+0000,005OH000005URvxYAG,2025-11-03T20:05:32.000+0000,005OH000005URvxYAG,2025-11-03T20:05:32.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ely89YAA,False,,23489207,003G000001veLuUIAU,0010A000002wT4CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T19:36:22.000+0000,False,False,0050A000000Hq5PQAS,2025-11-03T19:36:22.000+0000,0050A000000Hq5PQAS,2025-11-03T19:36:22.000+0000,0050A000000Hq5PQAS,2025-11-03T19:36:22.000+0000,(905)999-9791,(905) 999-9791,christopher.stoyko@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elyWLYAY,False,,23489273,003G0000018f7rEIAQ,0010A000002wPxeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T19:37:13.000+0000,False,False,005OH000006owoYYAQ,2025-11-03T19:37:13.000+0000,005OH000006owoYYAQ,2025-11-03T19:37:13.000+0000,005OH000006owoYYAQ,2025-11-03T19:37:13.000+0000,(306)653-2313,(306) 222-0363,dowen@cherryinsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000elzfNYAQ,False,,23490072,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T19:47:46.000+0000,False,False,005OH000007fgYjYAI,2025-11-03T19:47:46.000+0000,005OH000007fgYjYAI,2025-11-03T19:47:47.000+0000,005OH000007fgYjYAI,2025-11-03T19:47:47.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000em2RwYAI,False,,23492147,003G0000018f7SIIAY,0010A000002wPYsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:19:01.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T20:19:01.000+0000,0055o000002KxaMAAS,2025-11-03T20:19:02.000+0000,0055o000002KxaMAAS,2025-11-03T20:19:02.000+0000,(780)460-4327,(780) 222-3027,mark.canduro@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000em6GzYAI,False,,23490156,0030A0000029YVOQA2,0010A000002vxupQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected Calls,Medium,"Provided teams contacts and advisor website for GRS access
To: rob@robtizzard.com

Hi Rob, 

Thank you for contacting the Workspace Support team. It was a pleasure speaking with you today regarding your inquiry about a Group insurance policy.

As mentioned during our call, Workspace Technical Support is only equipped to assist with inquiries related to Workspace accounts. Unfortunately, we are unable to provide technical assistance for access  related to other CL team accounts.

To help you further, please find below the contact information for some of the Group teams who may be able to assist:
-	Group Retirement Services (GRS) 1-800-724-3402 (8:00 am - 8:00 pm EST)
-	Group Health and Dental (GLH) GCCS (8:00am - 8:00 pm EST)
-	Pensions Group (Non-Staff) 1-888-781-1262
-	Portable Benefits 1-833-725-0257 (8:00am - 6:00PM EST) / portablebenefits@canadalife.com
-	Pooled Registered Pension Plan (PRPP) Specialist, Voluntary Retirement Savings Plan (VRSP) Specialist 1-855-495-7837

Website: GRS access: Home — Canada Life

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T19:48:59.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T19:48:59.000+0000,005OH00000AbCcLYAV,2025-11-03T19:49:00.000+0000,005OH00000AbCcLYAV,2025-11-03T19:49:00.000+0000,(709)341-7775,,rob@robtizzard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000em6YjYAI,False,,23490187,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T19:49:38.000+0000,False,False,005OH000004pk06YAA,2025-11-03T19:49:38.000+0000,005OH000004pk06YAA,2025-11-03T19:49:39.000+0000,005OH000004pk06YAA,2025-11-03T19:49:39.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000em7WPYAY,False,,23490306,003G0000018f7NXIAY,0010A000002wPTCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"*dds*
Jeff Winshiff 
w6550
D4912
D4913
D4914

39523
i got a call earlier this afternoon, a follow up from lawercia, registration, registration letter


*email*

Good afternoon Jeffery, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to register your MGA access to Workspace under the code D4913 but do not know your Repnet user ID. @Distribution Methodology can you please provide Jeffery with their ID? 

Once your ID has been provided, we can schedule a call back and complete your registration. If you have any questions or concerns, please reply to this email. 

 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T20:15:01.000+0000,False,False,005OH000008919xYAA,2025-11-03T19:51:20.000+0000,005OH000008919xYAA,2025-11-03T21:38:16.000+0000,005OH000008919xYAA,2025-11-03T21:38:16.000+0000,(902)209-1572,,jeff@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000em7g7YAA,False,,23491838,003G0000018f6kvIAA,0010A000002wOmfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:14:07.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T20:14:07.000+0000,0055o000002KxaMAAS,2025-11-03T20:14:08.000+0000,0055o000002KxaMAAS,2025-11-03T20:14:08.000+0000,(780)409-8919,,ester@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000em7prYAA,False,,23493490,0035o000005HUURAA4,0015o000005qQOfAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:39:51.000+0000,False,False,0050A000000WjqvQAC,2025-11-03T20:39:51.000+0000,0050A000000WjqvQAC,2025-11-03T20:39:51.000+0000,0050A000000WjqvQAC,2025-11-03T20:39:51.000+0000,(613)986-6099,,sam.pakbaz@barrhavenfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000em9y4YAA,False,,23491257,0030A00000B7jkrQAB,0010A00000Bhzm9QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"To: suegill@capitalwestinsurance.ca

Hi Sue,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Google  authenticator.

Just a recap of what we disconnected your authenticator and reconnected, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T20:28:20.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T20:05:26.000+0000,005OH00000AbCcLYAV,2025-11-03T20:28:21.000+0000,005OH00000AbCcLYAV,2025-11-03T20:28:21.000+0000,(604)881-1388,,suegill@capitalwestinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emAFoYAM,False,,23493517,0035o000005GF4pAAG,0015o000005p2ZvAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:40:18.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T20:40:18.000+0000,005OH000004Ir1xYAC,2025-11-03T20:40:18.000+0000,005OH000004Ir1xYAC,2025-11-03T20:40:18.000+0000,(403)918-7122,,jennycen@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emAPSYA2,False,,23491489,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:08:55.000+0000,False,False,005OH000004oiYEYAY,2025-11-03T20:08:55.000+0000,005OH000004oiYEYAY,2025-11-03T20:08:55.000+0000,005OH000004oiYEYAY,2025-11-03T20:08:55.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emDK8YAM,False,,23492066,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:18:00.000+0000,False,False,005OH000005URvxYAG,2025-11-03T20:18:00.000+0000,005OH000005URvxYAG,2025-11-03T20:18:00.000+0000,005OH000005URvxYAG,2025-11-03T20:18:00.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emEUkYAM,False,,23493591,0035o000005kxylAAA,0015o000008GwTSAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,"To: jhare@cornerstonewealth.ca, 'ckelly@cornerstonewealth.ca'

Good day Jason and Carter,

It was a pleasure speaking on the phone with you (Carter), earlier regarding your Simple protect issue.

I'm glad that the issue is resolved and you are able to access and submit new applications now.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T20:58:59.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T20:41:15.000+0000,005OH00000AbCcLYAV,2025-11-03T20:58:59.000+0000,005OH00000AbCcLYAV,2025-11-03T20:58:59.000+0000,(613)583-6169,(613) 583-6169,ckelly@cornerstonewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emGzZYAU,False,,23493334,0030A0000029ndSQAQ,0010A000002wATSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,how to submit a merge,True,2025-11-03T21:00:39.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-03T20:37:29.000+0000,005OH00000AZ3ZxYAL,2025-11-03T21:00:40.000+0000,005OH00000AZ3ZxYAL,2025-11-03T21:00:40.000+0000,(819)823-1443X510,,aproulx@avantagesfinanciers.com,(819)823-1447,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emIWhYAM,False,,23493246,0030A0000029gLOQAY,0010A000002w4P1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:36:03.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T20:36:03.000+0000,005OH000003ds0PYAQ,2025-11-03T20:36:04.000+0000,005OH000003ds0PYAQ,2025-11-03T20:36:04.000+0000,(705)521-1444,,hwalter@assante.com,(705)521-1450,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emJ9NYAU,False,,23491569,0030A00000BDIHtQAP,0010A00000BnQbYQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:10:02.000+0000,False,False,005OH000002iJPDYA2,2025-11-03T20:10:02.000+0000,005OH000002iJPDYA2,2025-11-03T20:10:03.000+0000,005OH000002iJPDYA2,2025-11-03T20:10:03.000+0000,(604)771-7182,,cwj0912@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emJFrYAM,False,,23493534,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:40:32.000+0000,False,False,005OH000005URvxYAG,2025-11-03T20:40:32.000+0000,005OH000005URvxYAG,2025-11-03T20:40:33.000+0000,005OH000005URvxYAG,2025-11-03T20:40:33.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emJPVYA2,False,,23491596,0030A0000029mUhQAI,0010A000002w9U6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"User needed to reset MFA. Authenticated, disconnected old MFA and reconnected it. Signed in Successfully

================

Good afternoon Ivy,

It was a pleasure speaking with you today to help you reset your Microsoft Authenticator app on your phone to access your Workspace account.

During our call I disconnected the previous link and helped you add an account on the Microsoft app and use the 6-digit code to log into your account. In the end you logged in successfully.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T20:47:57.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-03T20:10:26.000+0000,005OH00000AbJ7aYAF,2025-11-03T20:47:57.000+0000,005OH00000AbJ7aYAF,2025-11-03T20:47:57.000+0000,(905)608-1815,(647) 292-1815,ivy1523636@gmail.com,(905)608-1815,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emJUNYA2,False,,23494136,0030A0000029UoIQAU,0010A000002vurqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:49:12.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T20:49:12.000+0000,0055o000002DK5fAAG,2025-11-03T20:49:13.000+0000,0055o000002DK5fAAG,2025-11-03T20:49:13.000+0000,(905)639-5777,,robert.reurink@iaprivatewealth.ca,(905)331-9454,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emK8fYAE,False,,23491650,003G0000018f6kvIAA,0010A000002wOmfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:11:10.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T20:11:10.000+0000,0055o000002KxaMAAS,2025-11-03T20:11:10.000+0000,0055o000002KxaMAAS,2025-11-03T20:11:10.000+0000,(780)409-8919,,ester@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emKgXYAU,False,,23491707,0030A00000B7jkrQAB,0010A00000Bhzm9QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,wanted to reset MFA but advised caller that we would need to contact them with the number listed on siebel. Caller said they would need to get back to us.,True,2025-11-03T20:22:25.000+0000,False,False,005OH00000BGf2TYAT,2025-11-03T20:11:59.000+0000,005OH00000BGf2TYAT,2025-11-03T20:22:46.000+0000,005OH00000BGf2TYAT,2025-11-03T20:22:46.000+0000,(604)881-1388,,suegill@capitalwestinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emL6MYAU,False,,23491973,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:16:35.000+0000,False,False,005OH000005URvxYAG,2025-11-03T20:16:35.000+0000,005OH000005URvxYAG,2025-11-03T20:16:36.000+0000,005OH000005URvxYAG,2025-11-03T20:16:36.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emL7xYAE,False,,23491758,003G000001RvoZlIAJ,0010A000002wSg9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:12:48.000+0000,False,False,005OH0000030c5BYAQ,2025-11-03T20:12:48.000+0000,005OH0000030c5BYAQ,2025-11-03T20:12:48.000+0000,005OH0000030c5BYAQ,2025-11-03T20:12:48.000+0000,(613)224-8452X227,(613) 292-0751,kylemcdowell@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emN1jYAE,False,,23492297,0030A0000029YVOQA2,0010A000002vxupQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Rob was looking for how to quote individual health & dental - not in DDS scope, provided website/contact # for Freedom to Choose/E-benefit. Emailed with website and contacts along with additional resources. 

*****Email sent Nov 3*****

Hello Rob, 

Thanks for calling Workspace Support today. While group is out of scope for our team, we’ll always do our best to get you in touch with the right contacts. I’ve linked the resources and websites below as promised and included the contact number for the Freedom to Choose support team.  

E-Benefit.com – if you haven’t seen this site before, you’ll need to register first, which can be done at the Register link
Freedom to Choose health and dental insurance – resource page for individual health & dental products administered by the group team
How to use e-Benefit – Canada Life – a video walkthrough for how to use the e-Benefit Website 

You can reach their support team at 1-800-737-8595 from 8am-6pm EST. If you’d like to reach out to your regional support contact for assistance, Trish Holden handles the Atlantic region. Her email address is Patricia.Holden@canadalife.com, and her phone number is 709-778-7080.",True,2025-11-03T20:29:56.000+0000,False,False,005OH00000BFQFFYA5,2025-11-03T20:21:26.000+0000,005OH00000BFQFFYA5,2025-11-03T20:50:39.000+0000,005OH00000BFQFFYA5,2025-11-03T20:50:39.000+0000,(709)341-7775,,rob@robtizzard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emNGNYA2,False,,23495346,0030A0000029WhcQAE,0010A000002vwO6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:08:07.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T21:08:07.000+0000,0055o000002DK5fAAG,2025-11-03T21:08:08.000+0000,0055o000002DK5fAAG,2025-11-03T21:08:08.000+0000,(905)695-1965,,mark.ber50@gmail.com,(905)695-1968,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emOLyYAM,False,,23492515,0030A0000029glSQAQ,0010A000002w4jSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:24:32.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T20:24:32.000+0000,005OH000003ds0PYAQ,2025-11-03T20:24:33.000+0000,005OH000003ds0PYAQ,2025-11-03T20:24:33.000+0000,(705)745-6441,,hcasey@assante.com,(705)748-3773,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emQ7gYAE,False,,23493114,0030A0000029pMYQAY,0010A000002wBptQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:34:02.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T20:34:02.000+0000,005OH000003ds0PYAQ,2025-11-03T20:34:03.000+0000,005OH000003ds0PYAQ,2025-11-03T20:34:03.000+0000,(613)887-2726,,info@heidiblondin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emQNpYAM,False,,23494383,0030A0000029UrAQAU,0010A000002vuuJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:52:50.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T20:52:50.000+0000,0055o000002DK5fAAG,2025-11-03T20:52:50.000+0000,0055o000002DK5fAAG,2025-11-03T20:52:50.000+0000,(416)258-6983,,paulcobbina7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emRGcYAM,False,,23492868,0035o000005It1tAAC,0015o000005rlryAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:29:55.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T20:29:55.000+0000,005OH000004Ir1xYAC,2025-11-03T20:29:56.000+0000,005OH000004Ir1xYAC,2025-11-03T20:29:56.000+0000,(587)254-3259,,gladysrfinance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emRgRYAU,False,,23492706,003OH00000Vml4QYAR,001OH00000cmvUYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:27:16.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T20:27:16.000+0000,005OH000004Ir1xYAC,2025-11-03T20:27:17.000+0000,005OH000004Ir1xYAC,2025-11-03T20:27:17.000+0000,(437)988-2748,,neerajgiri@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emT3xYAE,False,,23494025,0030A0000029UiUQAU,0010A000002vumqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:47:33.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T20:47:33.000+0000,0055o000002DK5fAAG,2025-11-03T20:47:33.000+0000,0055o000002DK5fAAG,2025-11-03T20:47:33.000+0000,(289)859-1655X2,,andrew@aiwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emU3TYAU,False,,23495656,0030A0000029Wo9QAE,0010A000002vwTlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:13:33.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T21:13:33.000+0000,0055o000002DK5fAAG,2025-11-03T21:13:34.000+0000,0055o000002DK5fAAG,2025-11-03T21:13:34.000+0000,(416)779-5855,,jnguyen@unisonins.com,(905)272-1933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emUJJYA2,False,,23492740,0031600002VKwkLAAT,0010A000002wO5UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:27:47.000+0000,False,False,005OH000002N6huYAC,2025-11-03T20:27:47.000+0000,005OH000002N6huYAC,2025-11-03T20:27:48.000+0000,005OH000002N6huYAC,2025-11-03T20:27:48.000+0000,(819)314-9188,(819) 314-9188,jeremy@jblaisgf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emUb4YAE,False,,23492905,0030A0000029nvbQAA,0010A000002wAhFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:30:25.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T20:30:25.000+0000,0055o000002DK5fAAG,2025-11-03T20:30:26.000+0000,0055o000002DK5fAAG,2025-11-03T20:30:26.000+0000,(416)721-7452,,mukesh@vpcsolution.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emUsrYAE,False,,23493673,0030A0000029XVFQA2,0010A000002vx46QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:42:18.000+0000,False,False,0050A000000WjqvQAC,2025-11-03T20:42:18.000+0000,0050A000000WjqvQAC,2025-11-03T20:42:19.000+0000,0050A000000WjqvQAC,2025-11-03T20:42:19.000+0000,(613)565-6275,(613) 851-1198,mark@bortsfinancial.com,(866)267-5635,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emV5hYAE,False,,23492819,003G0000018f7S9IAI,0010A000002wPYjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:29:05.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T20:29:05.000+0000,0055o000002KxaMAAS,2025-11-03T20:29:05.000+0000,0055o000002KxaMAAS,2025-11-03T20:29:05.000+0000,(780)423-2702,(780) 498-6124,michael@bedrockadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emWxsYAE,False,,23495073,0030A0000029VYtQAM,0010A000002vvRqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:03:30.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T21:03:30.000+0000,0055o000002DK5fAAG,2025-11-03T21:03:30.000+0000,0055o000002DK5fAAG,2025-11-03T21:03:30.000+0000,(905)813-0173,,andrew@mayhewwealth.com,(905)813-0175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emX2gYAE,False,,23493756,0030A0000029pRfQAI,0010A000002wBtiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:43:30.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T20:43:30.000+0000,005OH000004Ir1xYAC,2025-11-03T20:43:30.000+0000,005OH000004Ir1xYAC,2025-11-03T20:43:30.000+0000,(403)571-2655,,cdnfingrp@gmail.com,(403)571-2656,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emXacYAE,False,,23495685,003G0000018f7qyIAA,0010A000002wPxOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support - Workspace,Medium,"MA Char plett's SF was locked. 
SF was unlocked and the user was able to sign into Workspace

====================================================================

***email chain***

Hello Char,

Thank you for taking my phone call.

I’m glad I was able to assist you with signing into your Workspace account.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Plett, Char <cplett@assante.com> 
Sent: November 3, 2025 10:14 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Chee-A-Tow, Mark <Mark.Chee-A-Tow@advicecanada.com>; Hazeu, Sarah <Sarah.Hazeu@canadalife.com>
Subject: [EXT] RE: INC1836888 - RE: Annuity 

HI Samantha, Oh my word. I meant Nov 3rd Monday. Not 1st I am available at 11am 12pm or 1pm today for a call! Thanks, Char Plett Executive Assistant/Licenced Associate Assante Financial Management Ltd. 600-123 2nd Ave South | Saskatoon, SK |
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
HI Samantha, 
Oh my word.  I meant Nov 3rd Monday.  Not 1st

I am available at 11am 12pm or 1pm today for a call!
Thanks,

Char Plett
Executive Assistant/Licenced Associate

 

Assante Financial Management Ltd.
 
600-123 2nd Ave South | Saskatoon, SK | S7K 7E6
Phone: 306-934-6011 | Toll Free: 888-440-7787
 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 3, 2025 9:57 AM
To: Plett, Char <cplett@assante.com>
Cc: Chee-A-Tow, Mark <Mark.Chee-A-Tow@advicecanada.com>; Hazeu, Sarah <Sarah.Hazeu@canadalife.com>
Subject: RE: INC1836888 - RE: Annuity 

External email – exercise caution opening links/attachments. 
Hello Char,

Can you please provide 3 different dates and times to contact you. We are not available on weekends. Monday – Friday 8AM to 8PM EST

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Plett, Char <cplett@assante.com> 
Sent: October 31, 2025 4:24 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Chee-A-Tow, Mark <Mark.Chee-A-Tow@advicecanada.com>; Hazeu, Sarah <Sarah.Hazeu@canadalife.com>
Subject: [EXT] RE: INC1836888 - RE: Annuity 

Hi there, Sorry I missed your call. Here are a couple of options (I am in Sask time zone) Nov 1st: 9am 10 or 11am My direct # is 306 986 1362 Thanks Char Plett Executive Assistant/Licenced Associate Assante Financial Management Ltd. 600-123

Hi there,
Sorry I missed your call.  Here are a couple of options (I am in Sask time zone)
Nov 1st: 9am 10 or 11am
My direct # is 306 986 1362
Thanks

Char Plett
Executive Assistant/Licenced Associate

 

Assante Financial Management Ltd.
 
600-123 2nd Ave South | Saskatoon, SK | S7K 7E6
Phone: 306-934-6011 | Toll Free: 888-440-7787
 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 31, 2025 11:36 AM
To: Plett, Char <cplett@assante.com>
Cc: Chee-A-Tow, Mark <Mark.Chee-A-Tow@advicecanada.com>; Hazeu, Sarah <Sarah.Hazeu@canadalife.com>
Subject: INC1836888 - RE: Annuity 

External email – exercise caution opening links/attachments. 
Hello Char,

It has been brought to our attention that you are having an issue accessing your MGA Workspace account. I’d be happy to assist you.

I would like to set up a phone call with you. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on. This way, I can walk you through the login process.
	Provide your time zone.

Looking forward to your email.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: October 30, 2025 9:32 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Chee-A-Tow, Mark <Mark.Chee-A-Tow@advicecanada.com>
Subject: FW: Annuity 

Hi Team,

Are you able to assist with Char Plett (CPLETT@CLEXT)’s access issue? I’m not sure if it’s relating to the email address being used causing the issue. She seems to be communicating from an Assante email address, but the email address on the Siebel profile is showing as mallardwealth.ca. 

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com  
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Chee-A-Tow, Mark <Mark.Chee-A-Tow@advicecanada.com> 
Sent: October-30-25 09:26
To: Hazeu, Sarah <Sarah.Hazeu@canadalife.com>
Subject: FW: Annuity 

Hi Sarah!!,

Hope all is good in C&C! Hopefully you’re not as backlogged as before.

I have a MGA workspace question, the advisor below is having issues logging into workspace through the MGA channel. They got a new password but when they enter the new password, it is greyed out and can’t go further.

Any ideas?


Thank you!,


Mark Chee-A-Tow
Regional Sales Coordinator | Advice Canada
Mark.Chee-A-Tow@advicecanada.com | 204-926-5271

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.



 
 

From: Plett, Char <cplett@assante.com> 
Sent: October 29, 2025 10:45 AM
To: Hanke, Chris <Chris.Hanke@financialhorizons.ca>
Subject: [EXT] Annuity 

Hi Chris, We are doing an annuity for the first time. We will be placing it through FHG MGA but I’m just wanting to check, do you know if we use Don’s Canada Life code H4370 (for Don Bristow)? I’m not sure on the process and

Hi Chris,
We are doing an annuity for the first time.  We will be placing it through FHG MGA but I’m just wanting to check, do you know if we use Don’s Canada Life code H4370 (for Don Bristow)?  I’m not sure on the process and want to make sure I have the correct

I’m also having issues logging into workspace through the MGA channel…I have asked for a password reset but when I enter the new password, it is greyed out & I can’t go further.  Any idea what to do next?
Thanks, 

Char Plett
Executive Assistant/Licenced Associate

 

Assante Financial Management Ltd.
 
600-123 2nd Ave South | Saskatoon, SK | S7K 7E6
Phone: 306-934-6011 | Toll Free: 888-440-7787
 


________________________________________
This email message, including any attachments, is intended only for the person or entity to which it is addressed and may contain confidential or privileged material. If you are not the intended recipient, any review, re-transmission, dissemination, distribution, copying or other use of the contents of this email is prohibited and may be unlawful. If you have received this communication in error, please notify the sender immediately and destroy this email and its contents. Email is not secure. Do not send any confidential or personal information via email. All email messages received by us are archived and subject to review. Nothing in this email is intended to provide, or should be relied upon for, accounting, legal or tax advice or recommendations. In addition, nothing in this email constitutes an offer to sell or a solicitation of an offer to purchase any investment or security. 
Ce courrier électronique, y compris ses pièces jointes, est exclusivement à l’intention de la personne ou l’entité destinataire et peut contenir des documents et renseignements confidentiels ou privilégiés. Si vous n’en êtes pas le destinataire, sachez que toute révision, réexpédition, communication, distribution, copie ou tout autre usage des renseignements contenus dans ce courriel sont interdits et peuvent s’avérer illicites. Si vous avez reçu cette communication par erreur, veuillez immédiatement en informer l’expéditeur et détruire ce courriel et son contenu de façon sécuritaire. Les courriels ne constituent pas un moyen de communication sécuritaire. N’envoyez pas de renseignements confidentiels ou personnels par courriel. Tous les courriers électroniques que nous recevons sont archivés et peuvent faire l’objet d’une évaluation. Le présent courriel n’a pas pour effet de fournir, ou servir de fondement pour des conseils ou recommandations comptables, juridiques ou fiscaux. Par ailleurs, ce courriel ne saurait en aucun cas constituer une offre de vente ou une sollicitation d’achat de placements ou de titres.",True,2025-11-03T22:00:09.000+0000,False,False,005OH000002iN7pYAE,2025-11-03T21:14:00.000+0000,005OH000002iN7pYAE,2025-11-04T17:04:19.000+0000,005OH000002iN7pYAE,2025-11-04T17:04:19.000+0000,(306)934-6011,(306) 222-7538,dbristow@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emXx7YAE,False,,23493052,0030A0000029bg2QAA,0010A000002w0YBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:33:08.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T20:33:08.000+0000,005OH000004Ir1xYAC,2025-11-03T20:33:08.000+0000,005OH000004Ir1xYAC,2025-11-03T20:33:08.000+0000,(403)214-3343,,davephil@telus.net,(403)214-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emZu7YAE,False,,23493819,0030A0000029itMQAQ,0010A000002w6V3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:44:21.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T20:44:21.000+0000,005OH000003ds0PYAQ,2025-11-03T20:44:22.000+0000,005OH000003ds0PYAQ,2025-11-03T20:44:22.000+0000,(613)549-8602,,htreier@assante.com,(613)417-3734,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ema5PYAQ,False,,23494484,003OH000001BCi3YAG,0010A00000BlM5HQAV,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,"a client listing was requested by the user. A listing was sent for one of the codes they provided, as we do not provide corporate codes' listings.",True,2025-11-03T20:54:39.000+0000,False,False,005OH000002iN7rYAE,2025-11-03T20:54:39.000+0000,005OH000002iN7rYAE,2025-11-03T20:54:39.000+0000,005OH000002iN7rYAE,2025-11-03T20:54:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emb7vYAA,False,,23494631,0030A0000029poXQAQ,0010A000002wCB6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:56:41.000+0000,False,False,005OH0000084GETYA2,2025-11-03T20:56:41.000+0000,005OH0000084GETYA2,2025-11-03T20:56:41.000+0000,005OH0000084GETYA2,2025-11-03T20:56:41.000+0000,(905)886-4913X129,647-354-6565,rn@safewayinsure.com,(905)886-9624,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emcFKYAY,False,,23495915,0030A0000029X4UQAU,0010A000002vwjnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:17:13.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T21:17:13.000+0000,0055o000002DK5fAAG,2025-11-03T21:17:13.000+0000,0055o000002DK5fAAG,2025-11-03T21:17:13.000+0000,(905)428-8613,,chris@ardaghfinancial.com,(905)683-7742,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emcaEYAQ,False,,23495469,0030A0000029WmjQAE,0010A000002vwSUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:10:31.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T21:10:31.000+0000,0055o000002DK5fAAG,2025-11-03T21:10:32.000+0000,0055o000002DK5fAAG,2025-11-03T21:10:32.000+0000,(416)490-8226,,andrew@pjgreene.ca,(416)490-8227,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emdHnYAI,False,,23493629,0030A0000029Y7zQAE,0010A000002vxdrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"The customer, who is an advisor, called to confirm a beneficiary change on a London Life insurance policy. However, the agent was unable to verify the policy details as the customer's MGA account did not have access to the policy. The agent advised the customer to contact client services to get the policy information they needed for their client's estate analysis. The agent also provided the customer with the email address for the distribution methodology team to help the customer register for an ADSL workspace account, which would allow them to access the policy details.",True,2025-11-03T21:05:48.000+0000,False,False,005OH00000BFQFHYA5,2025-11-03T20:41:44.000+0000,005OH00000BFQFHYA5,2025-11-03T21:05:48.000+0000,005OH00000BFQFHYA5,2025-11-03T21:05:48.000+0000,(519)326-5741,,urenner@udorennerfinancial.com,(519)322-1948,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emdg3YAA,False,,23497559,0030A0000029pTeQAI,0010A000002wBv3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:46:26.000+0000,False,False,005OH000005URvxYAG,2025-11-03T21:46:26.000+0000,005OH000005URvxYAG,2025-11-03T21:46:27.000+0000,005OH000005URvxYAG,2025-11-03T21:46:27.000+0000,(780)812-8719,,gbaillie@innovative-insurance.ca,(780)594-4780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emeP8YAI,False,,23494236,0030A0000029Uk3QAE,0010A000002vunvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T20:50:51.000+0000,False,False,005OH000003ds0PYAQ,2025-11-03T20:50:51.000+0000,005OH000003ds0PYAQ,2025-11-03T20:50:51.000+0000,005OH000003ds0PYAQ,2025-11-03T20:50:51.000+0000,(705)669-1160,,robbie.jones@holliswealth.com,(705)669-1161,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emjOoYAI,False,,23495296,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:07:16.000+0000,False,False,0055o000001NWfMAAW,2025-11-03T21:07:16.000+0000,0055o000001NWfMAAW,2025-11-03T21:07:16.000+0000,0055o000001NWfMAAW,2025-11-03T21:07:16.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eml45YAA,False,,23495729,0030A0000029WoYQAU,0010A000002vwUFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:14:39.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T21:14:39.000+0000,0055o000002DK5fAAG,2025-11-03T21:14:39.000+0000,0055o000002DK5fAAG,2025-11-03T21:14:39.000+0000,(416)332-3863,,allan@allansmall.com,(416)412-8046,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emn7SYAQ,False,,23495801,0030A0000029mxMQAQ,0010A000002w9sfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:15:30.000+0000,False,False,005G0000002gxxjIAA,2025-11-03T21:15:30.000+0000,005G0000002gxxjIAA,2025-11-03T21:15:31.000+0000,005G0000002gxxjIAA,2025-11-03T21:15:31.000+0000,(450)443-6496,514-792-3232,stephane.richard@ig.ca,(450)443-8132,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emoUxYAI,False,,23495275,0030A0000029Wd7QAE,0010A000002vwKKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:07:01.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T21:07:01.000+0000,0055o000002DK5fAAG,2025-11-03T21:07:01.000+0000,0055o000002DK5fAAG,2025-11-03T21:07:01.000+0000,(905)849-0400X226,,c.withseidelin@holliswealth.com,(905)849-7400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emq3hYAA,False,,23494869,0030A0000029VBuQAM,0010A000002vvB7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:00:12.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T21:00:12.000+0000,0055o000002DK5fAAG,2025-11-03T21:00:12.000+0000,0055o000002DK5fAAG,2025-11-03T21:00:12.000+0000,(416)583-5916,(416) 710-1525,jeff.johnathan@bbsl.ca,(416)598-0470,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emqBmYAI,False,,23495644,003OH00000JjktOYAR,001OH00000O9AyaYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,Disconnected and reconnected authenticator for advisor under MGA.,True,2025-11-04T14:01:35.000+0000,False,False,005OH00000BFQFGYA5,2025-11-03T21:13:25.000+0000,005OH00000BFQFGYA5,2025-11-04T14:01:35.000+0000,005OH00000BFQFGYA5,2025-11-04T14:01:35.000+0000,(604)783-1231,,amanda.zhao@mzwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emtklYAA,False,,23495555,0030A0000029WnuQAE,0010A000002vwTWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:11:57.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T21:11:57.000+0000,0055o000002DK5fAAG,2025-11-03T21:11:57.000+0000,0055o000002DK5fAAG,2025-11-03T21:11:57.000+0000,(416)623-5479,,david.maynard@rogers.com,(905)454-3120,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000emzjiYAA,False,,23495943,003OH000001BCi3YAG,0010A00000BlM5HQAV,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,(duplicate) the user requested a client listing,True,2025-11-03T21:17:37.000+0000,False,False,005OH000002iN7rYAE,2025-11-03T21:17:37.000+0000,005OH000002iN7rYAE,2025-11-03T21:17:37.000+0000,005OH000002iN7rYAE,2025-11-03T21:17:37.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en0CkYAI,False,,23495851,0030A0000029WvyQAE,0010A000002vwbLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:16:19.000+0000,False,False,0055o000002DK5fAAG,2025-11-03T21:16:19.000+0000,0055o000002DK5fAAG,2025-11-03T21:16:20.000+0000,0055o000002DK5fAAG,2025-11-03T21:16:20.000+0000,(905)887-8797,,terryklchan@hotmail.com,(905)763-3937,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en0nwYAA,False,,23497389,003OH000001Oq09YAC,001OH000001fPy1YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:43:13.000+0000,False,False,005OH000005URvxYAG,2025-11-03T21:43:13.000+0000,005OH000005URvxYAG,2025-11-03T21:43:14.000+0000,005OH000005URvxYAG,2025-11-03T21:43:14.000+0000,(780)467-7451,,mark@advico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en1FFYAY,False,,23495866,0030A0000029gIKQAY,0010A000002w4M7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:16:29.000+0000,False,False,005G0000002gxxjIAA,2025-11-03T21:16:29.000+0000,005G0000002gxxjIAA,2025-11-03T21:16:30.000+0000,005G0000002gxxjIAA,2025-11-03T21:16:30.000+0000,(819)566-0666,(819) 588-6948,yanick.st-onge@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en1yTYAQ,False,,23497468,0030A0000029eyeQAA,0010A000002w3D3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,Advisor can't access workspace. Identified that she is not registered with workspace yet. Did not pass authentication. Refer to her MGA.,True,2025-11-03T22:03:10.000+0000,False,False,005OH00000BFPZHYA5,2025-11-03T21:44:43.000+0000,005OH00000BFPZHYA5,2025-11-03T22:03:11.000+0000,005OH00000BFPZHYA5,2025-11-03T22:03:11.000+0000,(604)233-0123,,ela.n@shaw.ca,(604)271-4863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en2XwYAI,False,,23497289,0030A0000029pQ4QAI,0010A000002wBsWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,MFA installation assistance,True,2025-11-03T22:10:54.000+0000,False,False,005OH00000BGf2TYAT,2025-11-03T21:41:25.000+0000,005OH00000BGf2TYAT,2025-11-03T22:10:54.000+0000,005OH00000BGf2TYAT,2025-11-03T22:10:54.000+0000,(250)995-0007,,rosalieking@shaw.ca,(250)995-1260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en390YAA,False,,23497634,003OH00000MpCImYAN,0010A000002w2hmQAA,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,the user requested a client listing. The user was sent the information we found under their codes.,True,2025-11-03T21:47:51.000+0000,False,False,005OH000002iN7rYAE,2025-11-03T21:47:51.000+0000,005OH000002iN7rYAE,2025-11-03T21:47:51.000+0000,005OH000002iN7rYAE,2025-11-03T21:47:51.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en395YAA,False,,23499943,0030A0000029oJaQAI,0010A000002wAywQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,"Caller was reporting that they are having issues with two applications 60916368-2 and 60916337-2 showing that that both are Pending awaiting for client signature when the client have already signed both at morning.
When asked if the client is sure they signed and clicked on submitted, caller suggested to call back  after asking the client few more questions to be sure that it's a SP issue not a misunderstanding.",True,2025-11-03T23:07:16.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T22:52:57.000+0000,005OH00000AbCcLYAV,2025-11-03T23:07:52.000+0000,005OH00000AbCcLYAV,2025-11-03T23:07:52.000+0000,(604)552-1278,,jay.panis@manulifesecurities.ca,(604)552-1281,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en3QjYAI,False,,23496070,0030A0000029famQAA,0010A000002w3jnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:19:50.000+0000,False,False,0055o000002KxmIAAS,2025-11-03T21:19:50.000+0000,0055o000002KxmIAAS,2025-11-03T21:19:50.000+0000,0055o000002KxmIAAS,2025-11-03T21:19:50.000+0000,(905)845-9090X184,5196307691,snother@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en48MYAQ,False,,23497259,0030A00000AsRLZQA3,0010A00000BSkJ2QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:40:42.000+0000,False,False,005OH000005URvxYAG,2025-11-03T21:40:42.000+0000,005OH000005URvxYAG,2025-11-03T21:40:43.000+0000,005OH000005URvxYAG,2025-11-03T21:40:43.000+0000,(587)990-4673,(587) 990-4673,drgerontas@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en6TUYAY,False,,23498452,0030A0000029bgYQAQ,0010A000002w0YSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:05:37.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T22:05:37.000+0000,005OH000004Ir1xYAC,2025-11-03T22:05:38.000+0000,005OH000004Ir1xYAC,2025-11-03T22:05:38.000+0000,(403)938-0436,,alan@fenskefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en6znYAA,False,,23498531,0035o0000061e75AAA,0015o000006aEutAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:07:42.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T22:07:42.000+0000,005OH000004Ir1xYAC,2025-11-03T22:07:43.000+0000,005OH000004Ir1xYAC,2025-11-03T22:07:43.000+0000,(250)634-2435,,jesclaire17@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en7FqYAI,False,,23496671,0030A0000029X3IQAU,0010A000002vwifQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:29:56.000+0000,False,False,005OH000005URvxYAG,2025-11-03T21:29:56.000+0000,005OH000005URvxYAG,2025-11-03T21:29:57.000+0000,005OH000005URvxYAG,2025-11-03T21:29:57.000+0000,(780)668-1770,,jason@zdybfinancials.com,(780)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en7fnYAA,False,,23498672,0035o000005iJsjAAE,0010A000002w1TkQAI,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,"the user requested a client listing. The code is not active, so they would have to reach out to Contracts and Licensing for further assistance",True,2025-11-03T22:11:32.000+0000,False,False,005OH000002iN7rYAE,2025-11-03T22:11:32.000+0000,005OH000002iN7rYAE,2025-11-03T22:11:32.000+0000,005OH000002iN7rYAE,2025-11-03T22:11:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000en9j6YAA,False,,23497635,0030A0000029nw3QAA,0010A000002wAhcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:47:52.000+0000,False,False,005OH000005URvxYAG,2025-11-03T21:47:52.000+0000,005OH000005URvxYAG,2025-11-03T21:47:52.000+0000,005OH000005URvxYAG,2025-11-03T21:47:52.000+0000,(780)990-7248,,dschumacher@abacuswm.com,(780)989-2750,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enAIZYA2,False,,23498299,0030A0000029pwPQAQ,0010A000002wCI0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,I was disconnected from the caller,True,2025-11-03T22:09:03.000+0000,False,False,005OH00000BFQFEYA5,2025-11-03T22:02:08.000+0000,005OH00000BFQFEYA5,2025-11-03T22:16:54.000+0000,005OH00000BFQFEYA5,2025-11-03T22:16:54.000+0000,(416)407-3712,,hmehta456@gmail.com,(905)913-0135,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enAaKYAU,False,,23498835,0030A0000029o1lQAA,0010A000002wAm2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:16:32.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T22:16:32.000+0000,005OH000004Ir1xYAC,2025-11-03T22:16:32.000+0000,005OH000004Ir1xYAC,2025-11-03T22:16:32.000+0000,(403)271-1905,,cate.shipley@raymondjames.ca,(403)271-1956,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enCgzYAE,False,,23498591,0030A000009CvGeQAK,0010A00000ABC3SQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:09:24.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T22:09:24.000+0000,005OH000004Ir1xYAC,2025-11-03T22:09:24.000+0000,005OH000004Ir1xYAC,2025-11-03T22:09:24.000+0000,(403)689-4943,,janicelynngiroux@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enD57YAE,False,,23497159,0030A0000029lxCQAQ,0010A000002w8zeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:38:45.000+0000,False,False,005OH000005URvxYAG,2025-11-03T21:38:45.000+0000,005OH000005URvxYAG,2025-11-03T21:38:46.000+0000,005OH000005URvxYAG,2025-11-03T21:38:46.000+0000,(780)709-0711,,dan@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enIPlYAM,False,,23497695,0030A000003sByOQAU,0010A000004enDFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:49:19.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T21:49:19.000+0000,0055o000002KxaMAAS,2025-11-03T21:49:20.000+0000,0055o000002KxaMAAS,2025-11-03T21:49:20.000+0000,(587)226-0907,(587) 226-0907,kodie@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enJ2YYAU,False,,23498776,0030A0000029oOaQAI,0010A000002wB38QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:14:23.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T22:14:23.000+0000,005OH000004Ir1xYAC,2025-11-03T22:14:23.000+0000,005OH000004Ir1xYAC,2025-11-03T22:14:23.000+0000,(403)880-2400,,wayne@friesenco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enJYjYAM,False,,23497795,003OH00000NhKO5YAN,001OH00000SmmNGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:51:30.000+0000,False,False,005G0000002gxxjIAA,2025-11-03T21:51:30.000+0000,005G0000002gxxjIAA,2025-11-03T21:51:31.000+0000,005G0000002gxxjIAA,2025-11-03T21:51:31.000+0000,(514)426-0886,(514) 967-5245,olivia.marleau@iggpp.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enK4zYAE,False,,23497840,003OH0000065JY3YAM,001OH000007b7MjYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:52:27.000+0000,False,False,005OH000002iJPDYA2,2025-11-03T21:52:27.000+0000,005OH000002iJPDYA2,2025-11-03T21:52:27.000+0000,005OH000002iJPDYA2,2025-11-03T21:52:27.000+0000,(778)922-4086,,lucasyan@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enLHBYA2,False,,23497960,0031600002SzO3KAAV,0010A000002wNxzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T21:54:54.000+0000,False,False,0055o000001NWfMAAW,2025-11-03T21:54:54.000+0000,0055o000001NWfMAAW,2025-11-03T21:54:54.000+0000,0055o000001NWfMAAW,2025-11-03T21:54:54.000+0000,(514)655-3966,(514) 655-3966,duan.leo@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enM3eYAE,False,,23499668,0030A0000029mgqQAA,0010A000002w9f7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"MGA Advisor having trouble signing into Workspace through mobile SF Authenticator (mobile authenticator was asking user to ""connect accounts""). Connected with user through LogMeIn session but user did not have time to troubleshoot SF Authenticator at this time; said they would call us back later and continue with application manually in the meantime. Sent f/u email with Regional Sales Associate info if needed.

*******
Monday, November 3rd 2025

Hi Kamila,

Thank you for contacting Workspace Support regarding your issue with SF Authenticator/logging into Workspace. 

We understand you didn’t have the time to troubleshoot the issue today – however please let us know if you’d like to schedule a call in the future and we would be more than happy to investigate this further! 

In the meantime, you had mentioned filling out your client application manually. If you have any questions or concerns regarding the application process itself please contact your Regional Sales Associate – Wanda Leinweber at wanda.leinweber@canadalife.com for assistance.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-03T23:34:57.000+0000,False,False,005OH00000BFQFDYA5,2025-11-03T22:43:17.000+0000,005OH00000BFQFDYA5,2025-11-04T22:43:17.000+0000,005OH00000BFQFDYA5,2025-11-04T22:43:17.000+0000,(604)615-1112,,kamila.kado@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enOJtYAM,False,,23498276,0030A0000029arEQAQ,0010A000002vzv9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:01:22.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T22:01:22.000+0000,005OH000004Ir1xYAC,2025-11-03T22:01:22.000+0000,005OH000004Ir1xYAC,2025-11-03T22:01:22.000+0000,(403)261-8460,,daniel@westshield.ca,(403)561-0869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enOlRYAU,False,,23500406,0030A0000029gCvQAI,0010A000002w4H1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"From: CL Workspace Support 
Sent: November 3, 2025 6:41 PM
To: 'myatco@telus.net' <myatco@telus.net>
Subject: Workspace log in Case 23500406

Hello Manuel, 

Thank you for contacting the Workspace Support Team regarding log in issues. It was a pleasure to speak to you. 

During our telephone call, we went over the steps to log in using the Authenticator app and you were successful with your log in. If you should have any further issues, please do not hesitate to contact us, we will be happy to assist!

If you could kindly spare less than 30 seconds (using this link:  survey) to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Julie B. 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-03T23:45:00.000+0000,False,False,005OH00000BFQFEYA5,2025-11-03T23:11:10.000+0000,005OH00000BFQFEYA5,2025-11-03T23:50:24.000+0000,005OH00000BFQFEYA5,2025-11-03T23:50:24.000+0000,(604)689-8289,,myatco@telus.net,(604)689-2801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enPr5YAE,False,,23499838,0030A000008mxPOQAY,0010A000009hfWKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,Able to help the caller disconnect the MFA however the advisor is having a hard time re installing the MFA. Reached out to Jon and take over the call.,True,2025-11-04T00:07:51.000+0000,False,False,005OH00000BFPZHYA5,2025-11-03T22:49:20.000+0000,005OH00000BFPZHYA5,2025-11-04T00:07:51.000+0000,005OH00000BFPZHYA5,2025-11-04T00:07:51.000+0000,(403)923-3181,(403) 452-3886,jingyang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enQQXYA2,False,,23498461,0030A0000029pwPQAQ,0010A000002wCI0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"User was having issues logging into workspace, was able to resolve issues and user was able to login successfully.

***Email***

Hello Harish,

Thank you for contacting the Workspace Support Team. It was my pleasure assisting you today.

Please reach back out to us if you encounter any other issues.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T23:08:17.000+0000,False,False,005OH00000BFQFBYA5,2025-11-03T22:05:48.000+0000,005OH00000BFQFBYA5,2025-11-05T23:24:40.000+0000,005OH00000BFQFBYA5,2025-11-05T23:24:40.000+0000,(416)407-3712,,hmehta456@gmail.com,(905)913-0135,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enSCDYA2,False,,23498617,0030A0000029pQ4QAI,0010A000002wBsWQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Workspace Support - Registration,Medium,"*dds*
61621

authenticator app, precious, the call was disconnected
walked through installing the browser authenticator app 
logged user into workspace


*email*

Good afternoon Rosalie, 

Thank you for contacting the Workspace Support Team with your multifactor authentication issue.

You wanted to register your authenticator app, you were speaking to someone previously, but the call dropped partially through setting everything up and now you wanted to continue setting up the app. We were able to help you install the app on your browser and then walk you through how to use it to log in. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH000008919xYAA,2025-11-03T22:10:09.000+0000,005OH000008919xYAA,2025-11-03T23:33:07.000+0000,005OH000008919xYAA,2025-11-03T23:33:07.000+0000,(250)995-0007,,rosalieking@shaw.ca,(250)995-1260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enT53YAE,False,,23498683,0030A000008ayPqQAI,0010A000009VOv6QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:11:56.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T22:11:56.000+0000,005OH000004Ir1xYAC,2025-11-03T22:11:56.000+0000,005OH000004Ir1xYAC,2025-11-03T22:11:56.000+0000,(403)938-3214,,rick@rbiadvisor.com,(403)938-0232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enTEmYAM,False,,23499194,0030A000004VV8RQAW,0010A000005HhGBQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:27:30.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T22:27:30.000+0000,0055o000002KxaMAAS,2025-11-03T22:27:31.000+0000,0055o000002KxaMAAS,2025-11-03T22:27:31.000+0000,(403)606-2105,,rob.gillings@navwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enU5xYAE,False,,23498764,003G0000018f7PdIAI,0010A000002wPW3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Caller inquiring about the availability of statement for the policy N054617U,Medium,"Confirmation of non existence of statements for the policy in question
Email sent to: richardguay@videotron.ca

--------------------------
Bonjour Richard,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Nous confirmons que les relevés en ligne ne sont pas encore disponibles pour la police N054617U. 

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialement, 
  
Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: richardguay@videotron.ca <richardguay@videotron.ca> 
Sent: November 3, 2025 8:09 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] N054617U

Les relevées en ligne ne sembles pas disponible pour ce client. Richard Guay Conseiller en sécurité financière Distributeur autorisé par La Canada-Vie & La Great-West 450-359-7466                                                        
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Les relevées en ligne ne sembles pas disponible pour ce client.

Richard Guay 
Conseiller en sécurité financière
Distributeur autorisé par La Canada-Vie & La Great-West
450-359-7466",True,2025-11-03T22:14:05.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T22:14:05.000+0000,005OH00000AbCcLYAV,2025-11-03T22:42:11.000+0000,005OH00000AbCcLYAV,2025-11-03T22:42:11.000+0000,(450)359-7466,,richardguay@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enUfRYAU,False,,23498805,0030A0000029Y1CQAU,0010A000002vxWuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Caller requested to change their email address.
Old: lisa@insurewealth.ca
New:lisa@insurewealths.com
------------------------------------------------
Hi Allison,

Thank you for contacting Workspace Support today regarding your Workspace account access. To recap, we updated your Workspace account email address and made sure you were able to login successfully.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-03T22:40:36.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T22:15:22.000+0000,005OH00000AbCcLYAV,2025-11-03T22:41:03.000+0000,005OH00000AbCcLYAV,2025-11-03T22:41:03.000+0000,(236)766-0819,,lisa@insurewealths.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enWHRYA2,False,,23498940,0030A0000029mgqQAA,0010A000002w9f7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"user was having issues with Authenticator app, they hung up the call while I was on with Assist Desk.",True,2025-11-03T22:36:05.000+0000,False,False,005OH00000BFQFEYA5,2025-11-03T22:20:14.000+0000,005OH00000BFQFEYA5,2025-11-03T22:36:05.000+0000,005OH00000BFQFEYA5,2025-11-03T22:36:05.000+0000,(604)615-1112,,kamila.kado@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enXNDYA2,False,,23499549,0030A000008mxPOQAY,0010A000009hfWKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,Call back done for MFA Authentication,True,2025-11-04T00:44:56.000+0000,False,False,005OH00000BFPZHYA5,2025-11-03T22:39:04.000+0000,005OH00000BFPZHYA5,2025-11-04T00:44:56.000+0000,005OH00000BFPZHYA5,2025-11-04T00:44:56.000+0000,(403)923-3181,(403) 452-3886,jingyang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enZ8tYAE,False,,23499821,003G0000018f7QZIAY,0010A000002wPWyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:48:34.000+0000,False,False,0055o000002KxaMAAS,2025-11-03T22:48:34.000+0000,0055o000002KxaMAAS,2025-11-03T22:48:35.000+0000,0055o000002KxaMAAS,2025-11-03T22:48:35.000+0000,(403)252-1752,,danielle@brownfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enaheYAA,False,,23499322,0030A00000BDIHtQAP,0010A00000BnQbYQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:32:04.000+0000,False,False,005OH000002iJPDYA2,2025-11-03T22:32:04.000+0000,005OH000002iJPDYA2,2025-11-03T22:32:05.000+0000,005OH000002iJPDYA2,2025-11-03T22:32:05.000+0000,(604)771-7182,,cwj0912@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000encRhYAI,False,,23499339,0030A00000BDIHtQAP,0010A00000BnQbYQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:32:35.000+0000,False,False,005OH000002iJPDYA2,2025-11-03T22:32:35.000+0000,005OH000002iJPDYA2,2025-11-03T22:32:35.000+0000,005OH000002iJPDYA2,2025-11-03T22:32:35.000+0000,(604)771-7182,,cwj0912@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enix2YAA,False,,23501476,0035o000006J5WlAAK,0015o000006oCsPAAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Caller needs assistance registering on Workspace for their MGA account,Medium,"to: callum@csutherlandfinancial.ca

Hi Callum,

Thank you for contacting Workspace Support team.  

Regarding your question about Workspace MGA registration, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please select the MGA association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: November 3, 2025 9:06 AM
To: Sutherland, Callum <callum@csutherlandfinancial.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Action required- Here are your credentials – set up your Workspace (MGA) today

Okay for that you need to fully sign out of Workspace on the direct side in order to register for the MGA side.  

I’ve copied the workspace support team below in case the error message for something else.
Workspace registration
You have already registered for Workspace
Please don't register on behalf of another person
Back to Workspace
Error: ERR-W1500


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Callum Sutherland <callum@csutherlandfinancial.ca> 
Sent: November 3, 2025 11:01 AM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today

Canada Life This is what happened before. I clicked register for workspace and received this message: Workspace registration You have already registered for Workspace Please don't register on behalf of another person Back to Workspace Error: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
This is what happened before.  I clicked register for workspace and received this message:

Workspace registration
You have already registered for Workspace
Please don't register on behalf of another person
Back to Workspace
Error: ERR-W1500


I am leaving for a meeting.  Do you have a suggestion or should I contact you this afternoon when I return?


Callum Sutherland CFP® |                                          
Investment Representative - Quadrus Investment Services 
Certified Financial Planner

Member Financial Planning Association Canada
Member Barrhaven BIA
Volunteer Barrhaven Food Cupboard

150 Marketplace Avenue.
Ottawa, Ontario
613-501-3055

 

 Book Appointment    Follow me on Linkedin

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Monday, November 3, 2025 10:53 AM
To: Callum Sutherland <callum@csutherlandfinancial.ca>
Subject: RE: Action required- Here are your credentials – set up your Workspace (MGA) today

Amazing, let me know if you need any assistance. 😊



From: Callum Sutherland <callum@csutherlandfinancial.ca> 
Sent: November 3, 2025 10:51 AM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today

Canada Life I will attempt it again later today. Thanks, Callum Sutherland CFP® | Investment Representative - Quadrus Investment Services Certified Financial Planner Member Financial Planning Association Canada Member Barrhaven BIA Volunteer

I will attempt it again later today.
Thanks,
Callum Sutherland CFP® |                                          
Investment Representative - Quadrus Investment Services 
Certified Financial Planner

Member Financial Planning Association Canada
Member Barrhaven BIA
Volunteer Barrhaven Food Cupboard

150 Marketplace Avenue.
Ottawa, Ontario
613-501-3055

 

 Book Appointment    Follow me on Linkedin

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Monday, November 3, 2025 10:41 AM
To: Callum Sutherland <callum@csutherlandfinancial.ca>
Subject: RE: Action required- Here are your credentials – set up your Workspace (MGA) today

Hi Callum,

It appears that you are registered.  Try proceeding to Workspace registration.  Happy to connect and walk you through the process.

Here is the MGA RepNet to use:   CALLUM2 

 
2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 





Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Callum Sutherland <callum@csutherlandfinancial.ca> 
Sent: November 3, 2025 9:09 AM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today

Canada Life Hi Jennifer, I tried to do this when I received the email a few weeks ago. I tried this morning based on this email and I received the same message(see attached). What do you recommend? Callum Sutherland CFP® | Investment Representative

Hi Jennifer,

I tried to do this when I received the email a few weeks ago. I tried this morning based on this email and I received the same message(see attached).  What do you recommend?


Callum Sutherland CFP® |                                          
Investment Representative - Quadrus Investment Services 
Certified Financial Planner

Member Financial Planning Association Canada
Member Barrhaven BIA
Volunteer Barrhaven Food Cupboard

150 Marketplace Avenue.
Ottawa, Ontario
613-501-3055

 

 Book Appointment    Follow me on Linkedin

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Thursday, October 30, 2025 3:00 PM
To: Callum Sutherland <callum@csutherlandfinancial.ca>
Cc: Macleod, Trevor <Trevor.MacLeod@advicecanada.com>
Subject: Action required- Here are your credentials – set up your Workspace (MGA) today


Hi Callum, we noticed that you haven’t registered your MGA Workspace.  Big changes are coming to workspace, and we need everyone to have both of there workspaces for Direct and MGA set up.  

Coming soon will be a consolidate view.  
Please let me know if you have any questions, happy to connect.
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately.
View in browser.

 	 	 

Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Tailor your experience – Register for your MGA Workspace today
Your Canada Life MGA Workspace access is ready. Just use the credentials you received when you joined the MAP program to get started.
Your original credentials:	
First Name:	CALLUM
Last Name:	SUTHERLAND
Advisor code*:	E2458
Activation code:	1-1EQ7U7B

* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life. 
 
1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 
2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 
3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 
4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need help? Contact Workspace Support at CLWorkspaceSupport@canadalife.com.




 
 
Canada Life and design are trademarks of The Canada Life Assurance Company.
 



 
 	 	 

Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement
Personnalisez votre expérience – Inscrivez-vous à l’Espace affaires pour AGD dès aujourd’hui
Votre accès à l’Espace affaires pour AGD de la Canada Vie est prêt. Il vous suffit d’utiliser les données d’accès que vous avez reçues lorsque vous vous êtes joint au PAM pour commencer.
Vos données d’accès initiales : 	
Prénom: 	
Nom de famille:	
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 
1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 
2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 
3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 
4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 





Besoin d’aide? Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com. 




 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie.",True,2025-11-04T00:09:31.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T00:09:31.000+0000,005OH00000AbCcLYAV,2025-11-04T00:11:08.000+0000,005OH00000AbCcLYAV,2025-11-04T00:11:08.000+0000,(613)748-3455X4122,,callum@csutherlandfinancial.ca,(613)748-0231,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enmpGYAQ,False,,23500165,003G0000018f6fZIAQ,0010A000002wOdbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User inquiring about Contingent owner on LL policies,Medium,"Confirming that the Contingent Owner no longer available in Workspace .
Hi Kely,

Thank you for contacting the Workspace Support team.

Due to a system limitation, this data point is no longer available on the policy details screen or in the summary report for LL Participating Life policies. While the information is captured in the policy administrative system correctly, if you want to see this data in Workspace, you’ll need to contact the client service centre so they can make a manual change on the system.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Kelly Antonakakis <kelly@FinServAntonakakis.com> 
Sent: November 3, 2025 8:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Contingent Owners

Hello, I called the call center last Friday to see if a contingent owner was appointed on the following policies and indeed there is. However, on my screen in Workspace, there is no contingent owner on any page. Would you kindly correct this
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I called the call center last Friday to see if a contingent owner was appointed on the following policies and indeed there is.

However, on my screen in Workspace, there is no contingent owner on any page.

Would you kindly correct this to reflect the contingent owner please.

Kindly let me know when this will be done so that I can review with my clients to see if any changes need to be made.

Thank you.

POLICIES:

9349317-5
9349329-1
B506071-1
B506072-3
B484968-2
B055603-9
B484969-4
B799154-0
B759769-2
B027384-4
B512479-8
E109512-9
9750301-1
B543942-6
B543943-8



Kelly Antonakakis B.A Econ
Conseillère en sécurité financière / Financial security advisor
Conseillère en assurance et rentes collectives / Advisor in group insurance and group-annuity plans
Cell : (514) 572-1328
kelly@finservantonakakis.com",True,2025-11-03T23:02:04.000+0000,False,False,005OH00000AbCcLYAV,2025-11-03T23:02:04.000+0000,005OH00000AbCcLYAV,2025-11-04T00:12:10.000+0000,005OH00000AbCcLYAV,2025-11-04T00:12:10.000+0000,(514)572-1328,(514) 572-1328,kelly@finservantonakakis.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enoFxYAI,False,,23500112,0030A0000029bvLQAQ,0010A000002w0lEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T22:59:18.000+0000,False,False,005OH000005URvxYAG,2025-11-03T22:59:18.000+0000,005OH000005URvxYAG,2025-11-03T22:59:19.000+0000,005OH000005URvxYAG,2025-11-03T22:59:19.000+0000,(519)943-3981,,corey@wealthable.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000ensbKYAQ,False,,23500530,0030A0000029m4CQAQ,0010A000002w95WQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T23:16:53.000+0000,False,False,005OH000004Ir1xYAC,2025-11-03T23:16:53.000+0000,005OH000004Ir1xYAC,2025-11-03T23:16:53.000+0000,005OH000004Ir1xYAC,2025-11-03T23:16:53.000+0000,(403)938-1851X101,,sid@girouxfinancial.com,(403)938-4703,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enscvYAA,False,,23500423,0030A00000AjE9mQAF,0010A00000BID9dQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"*dds*
disconnected old authenticator
reconnected google
logged in


*email*

Good afternoon Heyman, 

Thank you for contacting the Workspace Support Team with your MFA inquiry. 

You wanted to register your google authenticator app. We disconnected you old app and you were able to register the new app and log in. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T00:47:07.000+0000,False,False,005OH000008919xYAA,2025-11-03T23:11:52.000+0000,005OH000008919xYAA,2025-11-04T00:47:08.000+0000,005OH000008919xYAA,2025-11-04T00:47:08.000+0000,(604)773-3806,,hayman.tam@wealthfirst.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000enzw9YAA,False,,23501066,0030A000004xvUyQAI,0010A000005jLUjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T23:44:34.000+0000,False,False,005OH000002iJPDYA2,2025-11-03T23:44:34.000+0000,005OH000002iJPDYA2,2025-11-03T23:44:34.000+0000,005OH000002iJPDYA2,2025-11-03T23:44:34.000+0000,(778)898-3949,(778) 898-3949,jessiehaofinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eo0NZYAY,False,,23501107,0030A000004xvUyQAI,0010A000005jLUjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-03T23:46:47.000+0000,False,False,005OH000002iJPDYA2,2025-11-03T23:46:47.000+0000,005OH000002iJPDYA2,2025-11-03T23:46:47.000+0000,005OH000002iJPDYA2,2025-11-03T23:46:47.000+0000,(778)898-3949,(778) 898-3949,jessiehaofinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eo5iDYAQ,False,,23501614,0030A0000064FCuQAM,0010A000006orakQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"To: 'charissa@familytreefinancial.ca'

Hi Charissa,

Thank you for contacting the Workspace Support team.

For the correction of the DOB on the policy 3204019, please reach out to CL insurance team at : InForceLifeClientServiceLondon@canadalife.com

Regarding the policies 00173812 and 12312156, I’ve submitted the merge request to the aligned team. 

Once the aligned Head Office team has confirmed completion of the changes it should take effect in Workspace in 5-7 days and allow them to merge the Clients together. If they are still unable to complete the merge after the DOB has been confirmed please follow up with Workspace Support for further investigation.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T00:49:23.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T00:18:53.000+0000,005OH00000AbCcLYAV,2025-11-04T00:49:23.000+0000,005OH00000AbCcLYAV,2025-11-04T00:49:23.000+0000,(778)294-0018,,familytreefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eo5n3YAA,False,,23501619,0030A0000029XttQAE,0010A000002vxPlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T00:19:19.000+0000,False,False,005OH000002iJPDYA2,2025-11-04T00:19:19.000+0000,005OH000002iJPDYA2,2025-11-04T00:19:19.000+0000,005OH000002iJPDYA2,2025-11-04T00:19:19.000+0000,(604)261-2123,(604) 518-7858,ypchen60111@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000eoA1xYAE,False,,23501903,0030A00000CeKY2QAN,0010A00000DFlqhQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T00:44:31.000+0000,False,False,005OH000002iJPDYA2,2025-11-04T00:44:31.000+0000,005OH000002iJPDYA2,2025-11-04T00:44:32.000+0000,005OH000002iJPDYA2,2025-11-04T00:44:32.000+0000,(604)780-6511,,wng1064@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,150.0
500OH00000epLt2YAE,False,,23503226,0030A0000029aKcQAI,0010A000002vzViQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Name: Morgan Roy
Advisor or support staff: Advisor 
Advisor Code:F5348
Advisor Name:ALLAIN LABELLE
Phone:705-626-2472	
Email:allain@alabelle.ca
1. Siebel verification:done with (705) 691-2747
2. Last Login to Workspace: Last Friday...MGA shows last Friday.

Issue: Allain and support staff Morgan is calling with the advisor. 
New Phone 
Both MGA and ADS

Verified as per Siebel. Called (705) 691-2747.
Followed KB0020738
already downloaded Salesforce app.

disconnected authenticator from both ADSL and MFA in SF.

Did a log me in session. Cleared cookies and cache as it kept logging in/out. 

setup both ADSL and MFA. tested ok.

sent follow up
***DDS  11/04/2025***
Hello Morgan and Allain,

It was a pleasure speaking to you both earlier and helping you setup the Salesforce Authenticator app on you new phone to access Workspace.
 
Here is a recap of what we did today during the LogMeIn session.
1.	Verified and disconnected the old authenticator profile
2.	Cleared your cookies and cache on Chrome.
3.	Setup your Salesforce Authenticator on the new phone
4.	You were then able to sign into Workspace and authenticate for both your Advisor Solutions and MGA association and we had you test this by signing out and in again to be sure.

Here are the instructions to clear your cookies and cache in Chrome, keep for future use.
1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Clear Data’ to complete

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-04T13:55:29.000+0000,False,False,005OH00000AUS7aYAH,2025-11-04T13:22:06.000+0000,005OH00000AUS7aYAH,2025-11-04T13:55:29.000+0000,005OH00000AUS7aYAH,2025-11-04T13:55:29.000+0000,(705)222-8773,,allain@alabelle.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epQMYYA2,False,,23505846,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:37:12.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T14:37:12.000+0000,005OH000003ds0PYAQ,2025-11-04T14:37:13.000+0000,005OH000003ds0PYAQ,2025-11-04T14:37:13.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epQRLYA2,False,,23505409,003G0000018f7O9IAI,0010A000002wPUaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:27:52.000+0000,False,False,005OH00000245ROYAY,2025-11-04T14:27:52.000+0000,005OH00000245ROYAY,2025-11-04T14:27:53.000+0000,005OH00000245ROYAY,2025-11-04T14:27:53.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epTNcYAM,False,,23505421,003G0000018f7O9IAI,0010A000002wPUaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:28:14.000+0000,False,False,005OH00000245ROYAY,2025-11-04T14:28:14.000+0000,005OH00000245ROYAY,2025-11-04T14:28:15.000+0000,005OH00000245ROYAY,2025-11-04T14:28:15.000+0000,(647)293-0045,(647) 293-0045,monalisa.gandhi@finsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epTllYAE,False,,23505376,0030A0000029cwAQAQ,0010A000002w1XBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:27:06.000+0000,False,False,0050A000000WjqvQAC,2025-11-04T14:27:06.000+0000,0050A000000WjqvQAC,2025-11-04T14:27:06.000+0000,0050A000000WjqvQAC,2025-11-04T14:27:06.000+0000,(613)274-2610X331,(613) 983-6464,jason.manor@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epVsNYAU,False,,23503834,003G0000018f6VQIAY,0010A000002wOS7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T13:45:07.000+0000,False,False,005OH00000245RQYAY,2025-11-04T13:45:07.000+0000,005OH00000245RQYAY,2025-11-04T13:45:08.000+0000,005OH00000245RQYAY,2025-11-04T13:45:08.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epa46YAA,False,,23506364,0030A00000BTarUQAT,0010A00000C3lcQQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:47:03.000+0000,False,False,005OH000007fgYjYAI,2025-11-04T14:47:03.000+0000,005OH000007fgYjYAI,2025-11-04T14:47:03.000+0000,005OH000007fgYjYAI,2025-11-04T14:47:03.000+0000,(438)533-7654,,waldy@waldytheadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epcQpYAI,False,,23504486,0030A000002w8WkQAI,0015o000006CcM9AAK,,,,,,,012OH000000ijW5YAI,Open,,Email,,INC1839460,Medium,"Hello Rhianne,

Thank you for contacting Workspace support. 

I have opened a ticket on this issue on your behalf and will be reaching out to you once I receive any updates. 

I apologise for any inconveniences.
Please look forward to hearing from me within 5-7 business days.

Here is the incident number for reference: INC1839460


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Rhianne Starrs <rhianne@mckayandassociatesfinancial.com> 
Sent: November 3, 2025 9:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Folco, Ann

Hi Workspace, I have been receiving this error code on this client for over a week. Please advise: Cheers, Rhianne Starrs Operations Manager | McKay & Associates Financial Inc 3 Cassels Rd. E. , Whitby, ON L1M1A4 (416) 491-1771 x106 The contents
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Workspace, 

I have been receiving this error code on this client for over a week. Please advise:
 
 

Cheers, 
Rhianne Starrs
Operations Manager | McKay & Associates Financial Inc 
3 Cassels Rd. E., Whitby, ON L1M1A4
(416) 491-1771 x106",False,,False,False,005OH00000BGf2TYAT,2025-11-04T14:05:45.000+0000,005OH00000BGf2TYAT,2025-11-04T14:06:36.000+0000,005OH00000BGf2TYAT,2025-11-04T14:06:36.000+0000,(416)491-1771,,rhianne@mckayandassociatesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000ephiGYAQ,False,,23507105,003G0000018f77yIAA,0010A000002wPBHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:01:07.000+0000,False,False,005OH000002npWUYAY,2025-11-04T15:01:07.000+0000,005OH000002npWUYAY,2025-11-04T15:01:07.000+0000,005OH000002npWUYAY,2025-11-04T15:01:07.000+0000,(416)524-4117,(416) 524-4117,virendra@vkgfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epicfYAA,False,,23504425,0030A00000CeKfCQAV,0010A00000DFlqvQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:04:26.000+0000,False,False,005OH000007fgYjYAI,2025-11-04T14:04:26.000+0000,005OH000007fgYjYAI,2025-11-04T14:04:26.000+0000,005OH000007fgYjYAI,2025-11-04T14:04:26.000+0000,(438)402-8884,,yddaoust@planifglobale.com,(514)326-0250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epufUYAQ,False,,23507538,003OH00000Wkp0KYAR,001OH00000eIsfkYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:09:23.000+0000,False,False,005OH000007fgYjYAI,2025-11-04T15:09:23.000+0000,005OH000007fgYjYAI,2025-11-04T15:09:24.000+0000,005OH000007fgYjYAI,2025-11-04T15:09:24.000+0000,(438)886-2474,,info@christinebourassa.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epvMzYAI,False,,23505465,003G0000018f6emIAA,0010A000002wOcoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:28:49.000+0000,False,False,0050A000000WjqvQAC,2025-11-04T14:28:49.000+0000,0050A000000WjqvQAC,2025-11-04T14:28:49.000+0000,0050A000000WjqvQAC,2025-11-04T14:28:49.000+0000,(613)342-2555,(613) 498-5277,admin@leonardgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epvWiYAI,False,,23506163,003G0000018f7MHIAY,0010A000002wPRxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:43:20.000+0000,False,False,005OH00000AdAzSYAV,2025-11-04T14:43:20.000+0000,005OH00000AdAzSYAV,2025-11-04T14:43:21.000+0000,005OH00000AdAzSYAV,2025-11-04T14:43:21.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epwMKYAY,False,,23507675,003OH00000WPwEZYA1,001OH00000dipiDYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:11:49.000+0000,False,False,005OH000007fgYjYAI,2025-11-04T15:11:49.000+0000,005OH000007fgYjYAI,2025-11-04T15:11:49.000+0000,005OH000007fgYjYAI,2025-11-04T15:11:49.000+0000,(450)693-7000,,jonathan.laforest@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epwhHYAQ,False,,23507361,003OH00000WaUoQYAV,001OH00000e15wNYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:06:01.000+0000,False,False,005OH000007fgYjYAI,2025-11-04T15:06:01.000+0000,005OH000007fgYjYAI,2025-11-04T15:06:01.000+0000,005OH000007fgYjYAI,2025-11-04T15:06:01.000+0000,(418)832-1494,,corinne.carrier@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000epzDoYAI,False,,23509988,003OH00000VqEl0YAF,001OH00000cs20lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:50:42.000+0000,False,False,005OH000002npWUYAY,2025-11-04T15:50:42.000+0000,005OH000002npWUYAY,2025-11-04T15:50:42.000+0000,005OH000002npWUYAY,2025-11-04T15:50:42.000+0000,(416)902-6975,,kris.kurt.schmidt@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eq1PEYAY,False,,23506648,0030A0000029mwBQAQ,0010A000002w9rjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:52:26.000+0000,False,False,0055o000001NWfMAAW,2025-11-04T14:52:26.000+0000,0055o000001NWfMAAW,2025-11-04T14:52:26.000+0000,0055o000001NWfMAAW,2025-11-04T14:52:26.000+0000,(416)819-9038,,xwh2638@gmail.com,(905)415-8802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eq3u1YAA,False,,23506195,003G0000018f7MHIAY,0010A000002wPRxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:44:06.000+0000,False,False,005OH00000AdAzSYAV,2025-11-04T14:44:06.000+0000,005OH00000AdAzSYAV,2025-11-04T14:44:07.000+0000,005OH00000AdAzSYAV,2025-11-04T14:44:07.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eq7T1YAI,False,,23507618,003G0000018f7NjIAI,0010A000002wPTNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,submitting documents,True,2025-11-04T15:37:36.000+0000,False,False,005OH00000BGf2TYAT,2025-11-04T15:10:49.000+0000,005OH00000BGf2TYAT,2025-11-04T15:37:36.000+0000,005OH00000BGf2TYAT,2025-11-04T15:37:36.000+0000,(403)730-0244,(403) 870-4078,bruce@biggarfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eq849YAA,False,,23508488,0030A0000029X7xQAE,0010A000002vwmrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:25:12.000+0000,False,False,005OH000002npWUYAY,2025-11-04T15:25:12.000+0000,005OH000002npWUYAY,2025-11-04T15:25:12.000+0000,005OH000002npWUYAY,2025-11-04T15:25:12.000+0000,(416)220-5551,(416)220-5551,jsheehan@nicolawealth.com,(416)551-8846,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eq9BTYAY,False,,23508151,0030A0000029lsWQAQ,0010A000002w8wGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:19:37.000+0000,False,False,0055o000001h4cFAAQ,2025-11-04T15:19:37.000+0000,0055o000001h4cFAAQ,2025-11-04T15:19:38.000+0000,0055o000001h4cFAAQ,2025-11-04T15:19:38.000+0000,(204)878-9678,,mjk@atps.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eq9plYAA,False,,23506722,0030A0000029VkYQAU,0010A000002vvcSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T14:54:01.000+0000,False,False,005OH000002npWUYAY,2025-11-04T14:54:01.000+0000,005OH000002npWUYAY,2025-11-04T14:54:02.000+0000,005OH000002npWUYAY,2025-11-04T14:54:02.000+0000,(647)638-5090,6476385090,luisa.hrysio@dfsin.ca,(416)695-1713,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqBmlYAE,False,,23507574,003OH00000WvhViYAJ,001OH00000egOSDYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:10:13.000+0000,False,False,005OH000007fgYjYAI,2025-11-04T15:10:13.000+0000,005OH000007fgYjYAI,2025-11-04T15:10:13.000+0000,005OH000007fgYjYAI,2025-11-04T15:10:13.000+0000,(418)622-0404,,josee.menard@investia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqD8gYAE,False,,23508619,0030A0000029jGnQAI,0010A000002w6oTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:27:38.000+0000,False,False,005OH000004oiYEYAY,2025-11-04T15:27:38.000+0000,005OH000004oiYEYAY,2025-11-04T15:27:38.000+0000,005OH000004oiYEYAY,2025-11-04T15:27:38.000+0000,(519)265-7000,(519) 242-3460,matt.mcgill@manulifesecurities.ca,(519)265-9111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqDtSYAU,False,,23508192,0030A000004W8BuQAK,0010A000005HdiFQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"***DDS  11/04/2025***
Name: Chantell Arsenault
Advisor or support staff: Advisor 
Advisor Code: W2244 / F6776
Advisor Name: Chantell Arsenault
Phone: 2508696080	
Email: carsenault@capricmw.ca 
1. Siebel verification: gave May 9 1984 but Siebel shows May 5 1984----THIS WAS UPDATED AS OF NOV 11 2025/CONFIRMED BY Eliese Arnold/SEEN IN SIEBEL NOW
2. Last Login to Workspace:  SHE NOTED SOMETIME IN AUGUST. SF SHOWS 8/18/2025 1:14 PM

XFER from SNOW Ticket#INC1840013. DDS - Please follow KB0023058 steps for Direct (former ADSL) Advisor.
SF ID: 005OH000000zDjVYAU

Issue:  How can users update their email address---Wants to change Workspace login email from carsenault@capricmw.ca to chantell.arsenault@acera.ca

Findings from following KB0023058
Email in Siebel matches,chantell.arsenault@acera.ca
proceed to Step 4) change the email in SF. 
Update the username field with the new email address leaving the suffix in place. Important Note: DO NOT remove the suffix from the username, this will prevent the user from logging in if removed.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000000zDjVYAU%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A000008fTAPQA2%26cntc%3D0030A000008fTAPQA2%26id%3D005OH000000zDjVYAU

RESOLUTION: FOLLOWED KB0023058, VERIFIED. CHANGED EMAIL IN SF PROFILE
HAD HER SIGN IN using existing password, prompted for code, neither of her auth apps are giving any codes,
followed KB0020738, called her back at the #2508696080 in Siebel, verification was done 
she was prompted to updated password
then setup Microsoft Authenticator, signed in/out to test.

SENT FOLLOW UP
--------------------------------------***DDS  11/11/2025***--------------------------
Hello Chantell,

Thanks for taking my call and once again I do apologize for the late call.

It was a pleasure speaking to you and helping you access your Workspace account.
 
 We completed verification, then and changed your email from carsenault@capricmw.ca to chantell.arsenault@acera.ca

As neither your Microsoft or Google authenticators were setup with the Workspace account,  we completed verification with a call back to the phone # on file, disconnected the MFA from your profile and setup again using Microsoft authenticator.

You signed in/updated your password with success.
 
 We then tested by having you sign out of Workspace and in again with success.
 
Don’t hesitate to reach out if there is anything I can assist with in the future.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



---------------------------------------------------------------------------------------------------------

--------------------------------------***DDS  11/11/2025***--------------------------
DOB in Siebel now updated to May 9 1984. sent follow up email to schedule call.
--------------------------------------***DDS  11/11/2025***--------------------------
Good morning Chantell,

I checked your profile and see there has been an update. 

Please let me know when we can schedule a call to complete the verification and change your Workspace login email from carsenault@capricmw.ca to chantell.arsenault@acera.ca

Please give me 3 options of times so I can schedule the call accordingly, thanks

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/11/2025***--------------------------
Teams message received from Eliese Arnold
Can you please setup a call with Chantell Arsenault to validate them and update their email now that their DOB is corrected? It's for case 23508192
 We expedited the DOB update because of an escalation that was received due to the processing time delay.
Please also update me once the advisor can access their account so I can follow-up with the person who raised it.

***DDS  11/06/2025***
Siebel still shows DOB May 5 1984 instead of May 9 1984.
Closing case, if needed will re-open when advisor reaches out.

-----------------------------
***DDS  11/04/2025***
Keeping open for the next day/2. 
-----------------------------------

***DDS  11/04/2025***
Called at the number in Siebel. she's looking to change the workspace login email from carsenault@capricmw.ca to chantell.arsenault@acera.ca
Findings from following KB0023058
Email in Siebel matches,chantell.arsenault@acera.ca
proceed to Step 4) change the email in SF. 
Update the username field with the new email address leaving the suffix in place. Important Note: DO NOT remove the suffix from the username, this will prevent the user from logging in if removed.

She failed Siebel verification DOB, 1. Siebel verification: gave May 9 1984 but Siebel shows May 5 1984

advised her we can't change and to contact contracts and compensation. 

sent follow up after discussing with Jennifer on Assist desk. 

***DDS  11/04/2025***
Hello Chantell, 

Thanks for taking my call today and as I understand, you would like to change your Workspace login email from carsenault@capricmw.ca to chantell.arsenault@acera.ca

I’m sorry I was unable to help you with changing the email as we were unable to authenticate you, the date of birth provided does not match what is seen at this end. 

Kindly contact contracts&compensation@canadalife.com

Once they’ve confirmed its updated/corrected, please allow time for the systems to be updated and let us know so we can then further assist with changing the Workspace email address for you. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 





-----------------------------------
***DDS  11/04/2025***
Hello Chantell,
I’ll give you a call today at 11:30am PT (2:30pm eastern) at 2508696080.  Thanks.
------------------------
***DDS  11/04/2025***
Name: Chantell Arsenault
Advisor or support staff: Advisor 
Advisor Code: W2244 / F6776
Advisor Name: Chantell Arsenault
Phone: 2508696080	
Email: carsenault@capricmw.ca 
1. Siebel verification: gave May 9 1984 but Siebel shows May 5 1984
2. Last Login to Workspace:

XFER from SNOW Ticket#INC1840013. DDS - Please follow KB0023058 steps for Direct (former ADSL) Advisor.
SF ID: 005OH000000zDjVYAU

Issue:  How can users update their email address

Findings from following KB0023058
Email in Siebel matches,chantell.arsenault@acera.ca
proceed to Step 4) change the email in SF. 
Update the username field with the new email address leaving the suffix in place. Important Note: DO NOT remove the suffix from the username, this will prevent the user from logging in if removed.

sent follow up to schedule a call to authenticate/proceed further.
---------
***DDS  11/04/2025***
---------
Hello Chantell,

Its been brought to our attention that you would like to change your email address in Workspace. 

Our team can assist you with this however we will need to speak to you directly. 

Please advise of the best time to reach you as well as the best number and your time zone.
 
Please give me 3 options of times so I can schedule the call accordingly, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-11T19:44:27.000+0000,False,False,005OH00000AUS7aYAH,2025-11-04T15:20:10.000+0000,005OH00000AUS7aYAH,2025-11-11T19:44:28.000+0000,005OH00000AUS7aYAH,2025-11-11T19:44:28.000+0000,(250)869-6080,(705) 626-1811,chantell.arsenault@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqFyWYAU,False,,23509092,003OH000006JdqKYAS,001OH000007rQwWYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:35:54.000+0000,False,False,005OH000002npWUYAY,2025-11-04T15:35:54.000+0000,005OH000002npWUYAY,2025-11-04T15:35:54.000+0000,005OH000002npWUYAY,2025-11-04T15:35:54.000+0000,(416)519-7222,,ahanley@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqGT3YAM,False,,23507329,0031600002T0cBcAAJ,0010A000002wNyGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:05:15.000+0000,False,False,005OH00000245RQYAY,2025-11-04T15:05:15.000+0000,005OH00000245RQYAY,2025-11-04T15:05:15.000+0000,005OH00000245RQYAY,2025-11-04T15:05:15.000+0000,(514)931-4242,(514) 497-2366,mviglas@viglasfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqH4BYAU,False,,23508448,0030A0000029bmyQAA,0010A000002w0e4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:24:36.000+0000,False,False,005OH0000084GETYA2,2025-11-04T15:24:36.000+0000,005OH0000084GETYA2,2025-11-04T15:24:36.000+0000,005OH0000084GETYA2,2025-11-04T15:24:36.000+0000,(416)230-0094,(416) 230-0094,performa@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqHCEYA2,False,,23508593,0030A0000029jaMQAQ,0010A000002w75JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:27:14.000+0000,False,False,005OH0000084GETYA2,2025-11-04T15:27:14.000+0000,005OH0000084GETYA2,2025-11-04T15:27:14.000+0000,005OH0000084GETYA2,2025-11-04T15:27:14.000+0000,(416)420-1903,,dgbinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqLxPYAU,False,,23508240,0030A0000029gypQAA,0010A000002w4vDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:21:04.000+0000,False,False,0050A000000WjqvQAC,2025-11-04T15:21:04.000+0000,0050A000000WjqvQAC,2025-11-04T15:21:05.000+0000,0050A000000WjqvQAC,2025-11-04T15:21:05.000+0000,(855)264-8267,(613) 264-8267,noonanf@familywealthperth.com,(613)264-8269,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqMwlYAE,False,,23510029,0030A000006RoK3QAK,0010A000007DHAJQA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,"***DDS*** 11/04/25
Name: Paskal Cormier

Called Client back for verification.
Will update his email address to paskal@ecivda.com 
Paskal also had an additional question about registration for his indirect account.  Advised I will send him the Registration link to register and if he has any problems to either give us a call or reply back to the email to set up a callback.",True,2025-11-04T17:02:09.000+0000,False,False,005OH00000BGeeHYAT,2025-11-04T15:51:22.000+0000,005OH00000BGeeHYAT,2025-11-04T17:02:09.000+0000,005OH00000BGeeHYAT,2025-11-04T17:02:09.000+0000,(613)591-0337,(613) 850-4594,paskal@ecivda.com,(613)591-0338,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqNRKYA2,False,,23508219,0030A0000029Z8EQAU,0010A000002vySkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:20:36.000+0000,False,False,005OH000004oiYEYAY,2025-11-04T15:20:36.000+0000,005OH000004oiYEYAY,2025-11-04T15:20:36.000+0000,005OH000004oiYEYAY,2025-11-04T15:20:36.000+0000,(519)851-3164,,rtyardy@rogers.com,(519)286-6635,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqNccYAE,False,,23508147,0035o000003Gq68AAC,0015o000003uMSpAAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-04T15:19:36.000+0000,False,False,005OH0000071DK9YAM,2025-11-04T15:19:36.000+0000,005OH0000071DK9YAM,2025-11-04T15:19:36.000+0000,005OH0000071DK9YAM,2025-11-04T15:19:36.000+0000,(780)440-0733,,jillian@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqO41YAE,False,,23508032,0030A000004zKSmQAM,0010A000005kgWYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"User reset password and connected to MGA account successfully.
============
Bonjour Simonne,

C’était un plaisir de vous avoir au téléphone au sujet de votre connexion au compte d’Agence Générale Espace Affaires.

Pendant notre appel, vous avez réinitialisé votre mot de passe pour votre compte AGA Espace Affaires et vous avez réussi à vous connecter avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T15:31:35.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-04T15:17:52.000+0000,005OH00000AbJ7aYAF,2025-11-04T15:31:36.000+0000,005OH00000AbJ7aYAF,2025-11-04T15:31:36.000+0000,(514)868-2869,,spelletier@ldpi.ca,(877)807-8887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqOC5YAM,False,,23508041,003OH000003Ml0AYAS,001OH000004EddYYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:17:58.000+0000,False,False,005OH000004oiYEYAY,2025-11-04T15:17:58.000+0000,005OH000004oiYEYAY,2025-11-04T15:17:59.000+0000,005OH000004oiYEYAY,2025-11-04T15:17:59.000+0000,(226)791-0285,,ken@livyfinancialplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqOP1YAM,False,,23508380,0035o000003Gq68AAC,0015o000003uMSpAAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-04T15:23:20.000+0000,False,False,005OH0000071DK9YAM,2025-11-04T15:23:20.000+0000,005OH0000071DK9YAM,2025-11-04T15:23:21.000+0000,005OH0000071DK9YAM,2025-11-04T15:23:21.000+0000,(780)440-0733,,jillian@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqP1kYAE,False,,23508924,003G000001C2VdnIAF,0010A000002wQXdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:33:06.000+0000,False,False,0050A000000WjqvQAC,2025-11-04T15:33:06.000+0000,0050A000000WjqvQAC,2025-11-04T15:33:06.000+0000,0050A000000WjqvQAC,2025-11-04T15:33:06.000+0000,(613)741-5460X238,(613) 863-3650,spencer@onelifewealth.com,(180)086-9669X2,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqPbCYAU,False,,23508692,0030A0000029broQAA,0010A000002w0iQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:28:59.000+0000,False,False,005OH0000084GETYA2,2025-11-04T15:28:59.000+0000,005OH0000084GETYA2,2025-11-04T15:28:59.000+0000,005OH0000084GETYA2,2025-11-04T15:28:59.000+0000,(905)380-7575,,joeedge19@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqQnNYAU,False,,23508330,0030A0000029g0IQAQ,0010A000002w44TQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:22:36.000+0000,False,False,005OH000004oiYEYAY,2025-11-04T15:22:36.000+0000,005OH000004oiYEYAY,2025-11-04T15:22:37.000+0000,005OH000004oiYEYAY,2025-11-04T15:22:37.000+0000,(519)670-3177,,mark@sherwoodassets.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqR1vYAE,False,,23509074,0030A00000Ar3g6QAB,0010A00000BQWt6QAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:35:30.000+0000,False,False,0055o000002DK5fAAG,2025-11-04T15:35:30.000+0000,0055o000002DK5fAAG,2025-11-04T15:35:31.000+0000,0055o000002DK5fAAG,2025-11-04T15:35:31.000+0000,(416)679-8866,6477839840,randy.danurahardja@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqR3VYAU,False,,23508361,0030A00000CUeiaQAD,0010A00000D5YdKQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:23:01.000+0000,False,False,005OH0000084GETYA2,2025-11-04T15:23:01.000+0000,005OH0000084GETYA2,2025-11-04T15:23:01.000+0000,005OH0000084GETYA2,2025-11-04T15:23:01.000+0000,(289)383-0993,,patricia@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqRQ9YAM,False,,23510406,0031600002NTvN1AAL,0010A000002wNifQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-04T15:57:44.000+0000,False,False,005OH0000071DK9YAM,2025-11-04T15:57:44.000+0000,005OH0000071DK9YAM,2025-11-04T15:57:44.000+0000,005OH0000071DK9YAM,2025-11-04T15:57:44.000+0000,(506)857-6835,(506) 531-5660,jeremy@axisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqRebYAE,False,,23508433,0035o000003Gq68AAC,0015o000003uMSpAAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-04T15:24:21.000+0000,False,False,005OH0000071DK9YAM,2025-11-04T15:24:21.000+0000,005OH0000071DK9YAM,2025-11-04T15:24:22.000+0000,005OH0000071DK9YAM,2025-11-04T15:24:22.000+0000,(780)440-0733,,jillian@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqSu2YAE,False,,23508665,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:28:21.000+0000,False,False,005OH000007fgYjYAI,2025-11-04T15:28:21.000+0000,005OH000007fgYjYAI,2025-11-04T15:28:21.000+0000,005OH000007fgYjYAI,2025-11-04T15:28:21.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqVwjYAE,False,,23508861,003OH00000U7UJYYA3,001OH00000aj2B6YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:32:00.000+0000,False,False,005OH000002npWUYAY,2025-11-04T15:32:00.000+0000,005OH000002npWUYAY,2025-11-04T15:32:01.000+0000,005OH000002npWUYAY,2025-11-04T15:32:01.000+0000,(416)878-1553,,tmok@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqWuQYAU,False,,23509426,0030A00000Ar3g6QAB,0010A00000BQWt6QAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:41:17.000+0000,False,False,0055o000002DK5fAAG,2025-11-04T15:41:17.000+0000,0055o000002DK5fAAG,2025-11-04T15:41:17.000+0000,0055o000002DK5fAAG,2025-11-04T15:41:17.000+0000,(416)679-8866,6477839840,randy.danurahardja@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqcYPYAY,False,,23509464,003G0000018f7IyIAI,0010A000002wPOEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-04T15:41:51.000+0000,False,False,005OH0000071DK9YAM,2025-11-04T15:41:51.000+0000,005OH0000071DK9YAM,2025-11-04T15:41:52.000+0000,005OH0000071DK9YAM,2025-11-04T15:41:52.000+0000,(403)244-7999X3,(403) 617-6717,kevin@hfgcanada.ca,(403)244-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqf87YAA,False,,23509936,0030A0000029giPQAQ,0010A000002w4hDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:49:52.000+0000,False,False,005OH0000084GETYA2,2025-11-04T15:49:52.000+0000,005OH0000084GETYA2,2025-11-04T15:49:53.000+0000,005OH0000084GETYA2,2025-11-04T15:49:53.000+0000,(905)461-3831,(647) 302-0151,michael@mjhfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqfhbYAA,False,,23510236,0031600002cHPJPAA4,0010A000002wOJyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-04T15:54:47.000+0000,False,False,005OH0000071DK9YAM,2025-11-04T15:54:47.000+0000,005OH0000071DK9YAM,2025-11-04T15:54:47.000+0000,005OH0000071DK9YAM,2025-11-04T15:54:47.000+0000,(613)748-3455,(613) 501-3055,callum@csutherlandfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqgH3YAI,False,,23509831,0035o000004ROEtAAO,0015o0000050VxLAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T15:48:09.000+0000,False,False,005OH000002npWUYAY,2025-11-04T15:48:09.000+0000,005OH000002npWUYAY,2025-11-04T15:48:09.000+0000,005OH000002npWUYAY,2025-11-04T15:48:09.000+0000,(416)887-6448,,erinarwin@zooblafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqgU9YAI,False,,23512775,003G0000018f7QdIAI,0010A000002wPX2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:33:25.000+0000,False,False,0055o000002KxaMAAS,2025-11-04T16:33:25.000+0000,0055o000002KxaMAAS,2025-11-04T16:33:25.000+0000,0055o000002KxaMAAS,2025-11-04T16:33:25.000+0000,(587)813-6277X4,,bfoster@acpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqgaTYAQ,False,,23512591,0030A0000029md7QAA,0010A000002w9cgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:30:22.000+0000,False,False,0050A000000WjqvQAC,2025-11-04T16:30:22.000+0000,0050A000000WjqvQAC,2025-11-04T16:30:22.000+0000,0050A000000WjqvQAC,2025-11-04T16:30:22.000+0000,(613)552-6774,,planning@yasmenhasan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqlQSYAY,False,,23512315,0035o000005qRUOAA2,0015o000006OJ1aAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:26:35.000+0000,False,False,0055o000002KxaMAAS,2025-11-04T16:26:35.000+0000,0055o000002KxaMAAS,2025-11-04T16:26:36.000+0000,0055o000002KxaMAAS,2025-11-04T16:26:36.000+0000,(780)702-5802X229,(780) 318-3206,marcy@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqstKYAQ,False,,23510996,0030A000008nW9uQAE,0010A000009iGZfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:06:57.000+0000,False,False,005OH000002npWUYAY,2025-11-04T16:06:57.000+0000,005OH000002npWUYAY,2025-11-04T16:06:57.000+0000,005OH000002npWUYAY,2025-11-04T16:06:57.000+0000,(905)717-5698,,ian@ardillgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqvXsYAI,False,,23513149,0030A0000029YgCQAU,0010A000002vy2tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:38:39.000+0000,False,False,005OH000005URvxYAG,2025-11-04T16:38:39.000+0000,005OH000005URvxYAG,2025-11-04T16:38:39.000+0000,005OH000005URvxYAG,2025-11-04T16:38:39.000+0000,(780)760-2168,(780) 982-1688,benny.wong2168@gmail.com,(780)760-2168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqvjAYAQ,False,,23513712,003G0000018f7RzIAI,0010A000002wPYZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:47:37.000+0000,False,False,005OH000002N6huYAC,2025-11-04T16:47:37.000+0000,005OH000002N6huYAC,2025-11-04T16:47:38.000+0000,005OH000002N6huYAC,2025-11-04T16:47:38.000+0000,(418)623-9422,(418) 563-3296,j.denis.cote@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eqxhiYAA,False,,23511725,0030A000008LtibQAC,0010A000009F09wQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:18:12.000+0000,False,False,005OH0000030c5BYAQ,2025-11-04T16:18:12.000+0000,005OH0000030c5BYAQ,2025-11-04T16:18:12.000+0000,005OH0000030c5BYAQ,2025-11-04T16:18:12.000+0000,(613)340-9690,,shane.funnell@eofs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000er3C7YAI,False,,23516967,0030A0000029WCsQAM,0010A000002vw0qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:37:47.000+0000,False,False,005OH000002iJPDYA2,2025-11-04T17:37:47.000+0000,005OH000002iJPDYA2,2025-11-04T17:37:47.000+0000,005OH000002iJPDYA2,2025-11-04T17:37:47.000+0000,(778)829-2712,,angel@bestcarefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000er4uUYAQ,False,,23513719,0030A0000029ZlaQAE,0010A000002vz03QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS****11/04/25

Authenticated user, unlocked SF account and sent PW reset link 
Linked SF authenticator to WS account and user was able to sign in

DDS - Please assist French user with their login issue.

=================================================================================================== 

****Email Chain****


Bonjour Ricky,

C’est Lawrie pour un petit suivi sur notre appel. Je suis heureuse d’avoir pu vous aider avec le problème de connexion ce matin.

Nous avons réinitialisé votre mot de passe et configurer votre compte à l’authentificateur Salesforce. Vous avez également pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T18:34:02.000+0000,False,False,005OH0000097FtCYAU,2025-11-04T16:47:42.000+0000,005OH0000097FtCYAU,2025-11-04T18:34:02.000+0000,005OH0000097FtCYAU,2025-11-04T18:34:02.000+0000,(819)549-2119,,rickytherrien@sympatico.ca,(819)549-2034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000er8ObYAI,False,,23512517,0030A000009FbFdQAK,0010A00000AFq1AQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:29:21.000+0000,False,False,0055o000002KxaMAAS,2025-11-04T16:29:21.000+0000,0055o000002KxaMAAS,2025-11-04T16:29:22.000+0000,0055o000002KxaMAAS,2025-11-04T16:29:22.000+0000,(403)797-3887,(403) 797-3887,meagan@mxm-wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000er91MYAQ,False,,23513026,0030A000006YgZrQAK,0010A000007JwdOQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:36:43.000+0000,False,False,005OH000002N6huYAC,2025-11-04T16:36:43.000+0000,005OH000002N6huYAC,2025-11-04T16:36:43.000+0000,005OH000002N6huYAC,2025-11-04T16:36:43.000+0000,(418)719-6006,(418) 719-6006,matremblay@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erA73YAE,False,,23512713,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:32:23.000+0000,False,False,005OH000005URvxYAG,2025-11-04T16:32:23.000+0000,005OH000005URvxYAG,2025-11-04T16:32:23.000+0000,005OH000005URvxYAG,2025-11-04T16:32:23.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erALZYA2,False,,23512731,0030A000008nvpXQAQ,0010A000009ignnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:32:38.000+0000,False,False,005OH000007fgYjYAI,2025-11-04T16:32:38.000+0000,005OH000007fgYjYAI,2025-11-04T16:32:39.000+0000,005OH000007fgYjYAI,2025-11-04T16:32:39.000+0000,(514)317-1242,514-236-4045,david.turgeon@gestionpriveeaaa.com,(514)954-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erAlNYAU,False,,23512768,0030A0000029i7eQAA,0010A000002w5t5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:33:17.000+0000,False,False,005OH000005URvxYAG,2025-11-04T16:33:17.000+0000,005OH000005URvxYAG,2025-11-04T16:33:17.000+0000,005OH000005URvxYAG,2025-11-04T16:33:17.000+0000,(587)402-8590,,paulla@adamitzfinancial.com,(800)740-4002,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erBuMYAU,False,,23512926,0030A0000029knZQAQ,0010A000002w83XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS****11/04/25 

Contacted user - user confirmed issue has been resolved and was able to procure the document needed

DDS - User had 2 successful logins this morning showing in login history. Please confirm issue's resolved.

SF ID: 005OH0000062kGDYAY

=================================================================================================== 

****Email Chain****


Good morning Sharon,

This is Lawrencia following up on our call earlier. It was a pleasure speaking with you!
I’m glad you were able to log into Workspace and obtain the advisor summary in Workspace. I will now proceed to close this ticket.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T16:44:30.000+0000,False,False,005OH0000097FtCYAU,2025-11-04T16:35:26.000+0000,005OH0000097FtCYAU,2025-11-04T16:44:30.000+0000,005OH0000097FtCYAU,2025-11-04T16:44:30.000+0000,(416)491-7400,,sharon.pierre-louis@rbc.com,(416)491-7416,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erDOKYA2,False,,23515095,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:08:45.000+0000,False,False,005OH000005URvxYAG,2025-11-04T17:08:45.000+0000,005OH000005URvxYAG,2025-11-04T17:08:46.000+0000,005OH000005URvxYAG,2025-11-04T17:08:46.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erFl6YAE,False,,23513301,003G0000018f6rjIAA,0010A000002wOtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:41:07.000+0000,False,False,005OH000002N6huYAC,2025-11-04T16:41:07.000+0000,005OH000002N6huYAC,2025-11-04T16:41:08.000+0000,005OH000002N6huYAC,2025-11-04T16:41:08.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erG62YAE,False,,23513383,003OH00000890E1YAI,001OH000009vtZCYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:42:19.000+0000,False,False,005OH000002N6huYAC,2025-11-04T16:42:19.000+0000,005OH000002N6huYAC,2025-11-04T16:42:19.000+0000,005OH000002N6huYAC,2025-11-04T16:42:19.000+0000,(438)944-6175,(418) 617-4421,philippe.bouchard@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erGAsYAM,False,,23513340,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:41:40.000+0000,False,False,005OH000005URvxYAG,2025-11-04T16:41:40.000+0000,005OH000005URvxYAG,2025-11-04T16:41:40.000+0000,005OH000005URvxYAG,2025-11-04T16:41:40.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erHWkYAM,False,,23514918,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:06:22.000+0000,False,False,005OH000005URvxYAG,2025-11-04T17:06:22.000+0000,005OH000005URvxYAG,2025-11-04T17:06:22.000+0000,005OH000005URvxYAG,2025-11-04T17:06:22.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erIJ7YAM,False,,23513545,003G0000018f7gtIAA,0010A000002wPnSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:44:51.000+0000,False,False,005OH000002N6huYAC,2025-11-04T16:44:51.000+0000,005OH000002N6huYAC,2025-11-04T16:44:51.000+0000,005OH000002N6huYAC,2025-11-04T16:44:51.000+0000,(450)804-4055X203,(514) 476-9277,sd@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erKPrYAM,False,,23516947,0030A0000029WCsQAM,0010A000002vw0qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:37:33.000+0000,False,False,005OH000002iJPDYA2,2025-11-04T17:37:33.000+0000,005OH000002iJPDYA2,2025-11-04T17:37:33.000+0000,005OH000002iJPDYA2,2025-11-04T17:37:33.000+0000,(778)829-2712,,angel@bestcarefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erMUnYAM,False,,23513988,003G0000018f7g8IAA,0010A000002wPmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:52:07.000+0000,False,False,005OH000002N6huYAC,2025-11-04T16:52:07.000+0000,005OH000002N6huYAC,2025-11-04T16:52:08.000+0000,005OH000002N6huYAC,2025-11-04T16:52:08.000+0000,(514)940-4949,,francine@fmartineau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erMcrYAE,False,,23514000,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:52:16.000+0000,False,False,0055o000002KxaMAAS,2025-11-04T16:52:16.000+0000,0055o000002KxaMAAS,2025-11-04T16:52:16.000+0000,0055o000002KxaMAAS,2025-11-04T16:52:16.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erMmcYAE,False,,23516231,0035o000005gYh8AAE,0015o000006FNHqAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,Caller having issues with Simple Protect minimum amount. The caller let me know that they had also sent an email before calling in which I located in the inbox. Waiting on the user to send a screenshot to be included in INC1842106,True,2025-11-04T17:40:12.000+0000,False,False,005OH00000BFQFEYA5,2025-11-04T17:26:29.000+0000,005OH00000BFQFEYA5,2025-11-04T20:17:56.000+0000,005OH00000BFQFEYA5,2025-11-04T20:17:56.000+0000,(819)531-8604,,alexandre.cotemarcoux@cabn.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erOhtYAE,False,,23514228,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:55:38.000+0000,False,False,005OH000005URvxYAG,2025-11-04T16:55:38.000+0000,005OH000005URvxYAG,2025-11-04T16:55:38.000+0000,005OH000005URvxYAG,2025-11-04T16:55:38.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erPu5YAE,False,,23514359,0030A000005x8xRQAQ,0010A000006hfL3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:57:37.000+0000,False,False,005OH000005URvxYAG,2025-11-04T16:57:37.000+0000,005OH000005URvxYAG,2025-11-04T16:57:38.000+0000,005OH000005URvxYAG,2025-11-04T16:57:38.000+0000,(780)980-5492,(780) 679-2220,garet.wood@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erQjhYAE,False,,23514432,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T16:58:46.000+0000,False,False,005OH000005URvxYAG,2025-11-04T16:58:46.000+0000,005OH000005URvxYAG,2025-11-04T16:58:47.000+0000,005OH000005URvxYAG,2025-11-04T16:58:47.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erRmFYAU,False,,23515463,0030A0000029nNJQAY,0010A000002wAG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,"Caller would like to know the missing document on a submitted app, provided NBA contact.

To:	cure96ni@gmail.com

Hello Jeffrey,

It was a pleasure talking to you today regarding a new business application.

For all your New business inquiries, please reach out to your New Business Coordinator:
-	Name: Niro Selvarajah
-	Email address: NBInquiry.Team6@canadalife.com
-	Phone number: 1-647-264-4104

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T17:24:45.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T17:15:12.000+0000,005OH00000AbCcLYAV,2025-11-04T17:25:40.000+0000,005OH00000AbCcLYAV,2025-11-04T17:25:40.000+0000,(204)944-3536,,cure96ni@gmail.com,(204)947-3512,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erUqXYAU,False,,23514768,0030A0000029oPRQAY,0010A000002wB3kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"MFA activation
======
MFA stop working after giving her access yesterday. Did not pass the authentication as phone number needs to be changed through APEXA. Lydia will update once phone nunber is updated cb#- 5064470556


===================


Hi Lydia,

I can confirm that the number 5064470556 is already reflecting into the system. I am also glad that we have given you access again into your workspace. Moving forward make sure that when you access to your workspace have the google authenticator up ready so you may be able to get the code right away.

Appreciate your patience on this situation and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Lydia Lapointe <lydial@lydialapointe.com> 
Sent: November 10, 2025 1:57 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23514768 - Initial MFA set up

Checked my Apexa account now and there are only 2 numbers showing. Home and business/cell. Hope this is cleared up so we can move on. Lydia LaPointe, CLU, Ch. F. C. York Financial Services Inc. #204, 100 Woodside Lane Fredericton, NB E3C 2R9
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Checked my Apexa account now and there are only 2 numbers showing.     Home and business/cell.       Hope this is cleared up so we can move on.  


Good morning Lydia,

I have checked your file, and the number 5064437761 is still showing. I understand that you have updated it already through APEXA however kindly make sure that the new number will successfully reflect into the system so we can go ahead and continue with the process.

You may also reach out to your MGA for additional assistance on this matter.

Thank you!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Lydia Lapointe <lydial@lydialapointe.com> 
Sent: November 6, 2025 2:24 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23514768 - Initial MFA set up

Checked the Apexa site now and it is showing that my old office telephone number has been deleted. However, the same message shows up saying that there is a problem and I should click No Change when there is no way to do that. Please get in
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Checked the Apexa site now and it is showing that my old office telephone number has been deleted.    However, the same message shows up saying that there is a problem and I should click No Change when there is no way to do that.     

Please get in touch with me if (hopefully when)  progress is possible.    Thank you.     

Lydia LaPointe, CLU, Ch. F. C. 
York Financial Services Inc.
#204, 100 Woodside Lane
Fredericton, NB E3C 2R9
Tel:    506 447 0556
Email:   lydial@lydialapointe.com
Website:  www.lydialapointe.com


Good morning Lydia,

I did check your details on file and it still showing the old phone number. I think we may need to give it sometime for the update to reflect into the system.

I will be checking it from time to time.

Appreciate your patience on this. Have a good day!




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Lydia Lapointe <lydial@lydialapointe.com> 
Sent: November 5, 2025 7:44 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 23514768 - Initial MFA set up

I updated Apexa before leaving the office. Sent from my Bell Samsung device over Canada’s largest network. From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Wednesday, November 5, 2025 6: 27: 15 PM To: Lydia Lapointe <lydial@ lydialapointe. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
I updated Apexa before leaving the office.    

Hi Lydia,

Thank you for your patience on this matter. Please let me know right away once the phone number is updated in APEXA so we can proceed with the process to correct your current situation.

Thank you!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Lydia Lapointe <lydial@lydialapointe.com> 
Sent: November 5, 2025 9:18 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 23514768 - Initial MFA set up

Found the app on my phone. It is set up with a Google email address, which I do not use often and does not get forwarded to my regular email. Can we try to fix that this afternoon? After 1 30 your time? Sent from my Bell Samsung device over
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Found the app on my phone.    It is set up with a Google email address, which I do not use often and does not get forwarded  to my regular email.    Can we try to fix that this afternoon?     After 1 30 your time? 

Sent from my Bell Samsung device over Canada’s largest network.
________________________________________
From: Lydia Lapointe
Sent: Tuesday, November 4, 2025 2:34:43 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: 23514768 - Initial MFA set up 
 
Have to leave the office for an hour.     Did my quotes.     Will try to access the site again when I return.     The authenticator app is not showing up anywhere on my phone.   LL
 
Lydia LaPointe, CLU, Ch. F. C. 
York Financial Services Inc.
#204, 100 Woodside Lane
Fredericton, NB E3C 2R9
Tel:    506 447 0556
Email:   lydial@lydialapointe.com
Website:  www.lydialapointe.com
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Tuesday, November 4, 2025 2:02 PM
To: Lydia Lapointe <lydial@lydialapointe.com>
Subject: 23514768 - Initial MFA set up
 
Hi Lydia,
 
Thank you for contacting the workspace support about setting up your Multi Factor Authenticator/MFA.
 
I understand there has been a challenge in setting it up, but the most important part is that we have set it up successfully and give you access to your workspace account. Please don’t hesitate to call us back if you need further assistance.
 
I really appreciate the time spent with me. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-04T17:54:12.000+0000,False,False,005OH00000BFPZHYA5,2025-11-04T17:04:01.000+0000,005OH00000BFPZHYA5,2025-11-10T21:54:17.000+0000,005OH00000BFPZHYA5,2025-11-10T21:54:17.000+0000,(506)443-7761,(506) 447-0556,lydial@lydialapointe.com,(506)458-1154,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erZwgYAE,False,,23515811,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:20:21.000+0000,False,False,005OH000005URvxYAG,2025-11-04T17:20:21.000+0000,005OH000005URvxYAG,2025-11-04T17:20:21.000+0000,005OH000005URvxYAG,2025-11-04T17:20:21.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eraKrYAI,False,,23515294,0030A0000029nNJQAY,0010A000002wAG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,Disconnected from caller - I called back but the member had already spoken to Fatima,True,2025-11-04T17:16:25.000+0000,False,False,005OH00000BFQFEYA5,2025-11-04T17:12:17.000+0000,005OH00000BFQFEYA5,2025-11-04T17:22:13.000+0000,005OH00000BFQFEYA5,2025-11-04T17:22:13.000+0000,(204)944-3536,,cure96ni@gmail.com,(204)947-3512,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eraZPYAY,False,,23516073,0030A0000029YjUQAU,0010A000002vy5cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:24:11.000+0000,False,False,005OH000006owoYYAQ,2025-11-04T17:24:11.000+0000,005OH000006owoYYAQ,2025-11-04T17:24:11.000+0000,005OH000006owoYYAQ,2025-11-04T17:24:11.000+0000,(306)664-1861,,thomas.liska@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000ercszYAA,False,,23516987,0030A0000029lEzQAI,0010A000002w8QHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:38:05.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T17:38:05.000+0000,005OH000004Ir1xYAC,2025-11-04T17:38:05.000+0000,005OH000004Ir1xYAC,2025-11-04T17:38:05.000+0000,(403)938-4289,,hector@campacci.com,(403)982-4100,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erh7rYAA,False,,23516013,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:23:16.000+0000,False,False,005OH000005URvxYAG,2025-11-04T17:23:16.000+0000,005OH000005URvxYAG,2025-11-04T17:23:17.000+0000,005OH000005URvxYAG,2025-11-04T17:23:17.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erhKjYAI,False,,23515959,003G0000018f6guIAA,0010A000002wOhAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,"*dds*
Nigel Kettle 

just completed an application, went for a review, i hit send, and it didn't seem to send it to the client yet. 
application send button was grey but it stated ""application in review"" and ""pending signature"" on the first client, 
Advised to follow up with the client and see if it was send, advised to reply back to the follow up email so we can take the next steps. 



*email*


Good afternoon Nigel. 

Thank you for contacting the Workspace Support Team with your Simple Protect inquiry. 

You completed a Simple Protect application and clicked the send button but didn’t seem to get an outward notification that anything was done other than the send button going from a darker red to a light faded red. When we connected to your screen it stated the application was in review and the signature is pending with the first client, please just follow up with the client and confirm if they have received the signature link. If they have not received the email or you had questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T17:47:37.000+0000,False,False,005OH000008919xYAA,2025-11-04T17:22:23.000+0000,005OH000008919xYAA,2025-11-04T17:47:38.000+0000,005OH000008919xYAA,2025-11-04T17:47:38.000+0000,(416)936-1967,(416) 936-1967,nigelakettle@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erjWDYAY,False,,23516238,0030A0000029famQAA,0010A000002w3jnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,"Caller confirmed that their new business app issue is resolved
Email to: 	snother@npw.ca
Good day Sean,

It was a pleasure speaking on the phone with you earlier regarding your new application issue.

I'm glad that the issue is resolved and the application is completed successfully.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T17:33:02.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T17:26:40.000+0000,005OH00000AbCcLYAV,2025-11-04T17:33:29.000+0000,005OH00000AbCcLYAV,2025-11-04T17:33:29.000+0000,(905)845-9090X184,5196307691,snother@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erjYWYAY,False,,23516994,0030A00000CUeiaQAD,0010A00000D5YdKQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:38:09.000+0000,False,False,005OH0000084GETYA2,2025-11-04T17:38:09.000+0000,005OH0000084GETYA2,2025-11-04T17:38:10.000+0000,005OH0000084GETYA2,2025-11-04T17:38:10.000+0000,(289)383-0993,,patricia@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erjpcYAA,False,,23517222,003G0000018f6U4IAI,0010A000002wOQmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:41:26.000+0000,False,False,005OH00000AdAzSYAV,2025-11-04T17:41:26.000+0000,005OH00000AdAzSYAV,2025-11-04T17:41:26.000+0000,005OH00000AdAzSYAV,2025-11-04T17:41:26.000+0000,(289)337-5491X24,(905) 517-0404,bbrady@bbfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000ermlqYAA,False,,23517350,0030A0000029jZWQAY,0010A000002w74iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:43:24.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T17:43:24.000+0000,005OH000004Ir1xYAC,2025-11-04T17:43:24.000+0000,005OH000004Ir1xYAC,2025-11-04T17:43:24.000+0000,(403)938-9155,(403) 605-2569,carl.mason@ckmfinancial.ca,(403)938-0530,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erom1YAA,False,,23516782,0035o0000072yhpAAA,0015o000007g94LAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"Caller would like to register in WS but don't have their User Id.
Provided D&M email and steps for registration.
Email to:hhayeck88@gmail.com
Bonjour  Hekmat, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires 

Pour utiliser Espace affaires vous devez faire 2 processus d’inscription :

-	Inscription pour votre nom d’utilisateur (déjà fait selon nos dossiers) 
-	Inscription pour votre compte Espace affaires

Il semble que vous ayez réussi a faire votre inscription pour votre nom d’utilisateur. 

Comment vous inscrire pour votre compte Espace affaires

Pour obtenir un nom d'utilisateur (anciennement nom d’utilisateur du RéseauRep), cliquez sur le lien ci-dessous:
 Canada-Vie RéseauRep


Si vous ne vous souvenez pas de votre nom d'utilisateur et du mot de passe de votre nom d'utilisateur, vous pouvez utiliser l'URL ci-dessous et cliquer sur les liens ci-dessous https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/LoginPage.do&requestedLanguage=fr
 
 

Si vous n’êtes pas capable de trouver votre nom d’utilisateur avec cette méthode, vous pouvez envoyer un courriel a distribution_methodology@canadalife.com et ils pourront vous confirmer votre nom d’utilisateur. 
 
Une fois que vous aurez ces détails en mains, veuillez utiliser la procédure ici bas pour créer votre compte. Si vous préférez que l’on prenne rendez-vous au téléphone pour faire votre inscription ensemble, veuillez nous donner vos disponibilités et le meilleur numéro pour vous rejoindre. 
•	Utiliser le lien d’inscription : https://workspace.canadalife.com/s/login/SelfRegister?language=fr
•	Entrer votre identifiant (autrefois appelé identifiant RéseauRep) et votre mot de passe :
o	Le système saura, en fonction de l’identifiant, si l’utilisateur est un utilisateur de conseiller ou de support.

 
•	Cliquez sur Suivant pour accéder à la page suivante
o	Lire et accepter les conditions d’utilisation

 
•	Un courriel de vérification sera envoyé à l’adresse courriel de l’utilisateur qui a été saisie à l’étape précédent
 
•	Vérifiez l’adresse courriel en cliquant sur Vérifier maintenant
•	Vous pouvez désormais se connecter à Espace affaires : https://lifeco.force.com/workspace
Si vous éprouvez des difficultés pendant le processus d’inscription, renvoyez nous un courriel et il nous fera plaisir de vous aider.

Bonne journée! 

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Rebonjour Hekmat,

Puisque vous n’êtes pas capable de trouver votre nom d’utilisateur, veuillez envoyer un courriel à : distribution_methodology@canadalife.com et ils pourront vous confirmer votre nom d’utilisateur. 

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Cordialemment,
 
Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T17:46:35.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T17:35:13.000+0000,005OH00000AbCcLYAV,2025-11-04T17:46:49.000+0000,005OH00000AbCcLYAV,2025-11-04T17:46:49.000+0000,(514)909-1044,,hhayeck88@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eroyyYAA,False,,23516953,0030A0000029WFZQA2,0010A000002vw2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:37:36.000+0000,False,False,005OH0000084GETYA2,2025-11-04T17:37:36.000+0000,005OH0000084GETYA2,2025-11-04T17:37:36.000+0000,005OH0000084GETYA2,2025-11-04T17:37:36.000+0000,(416)661-9155,(289) 383-0993 patricia),edgar@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erpLYYAY,False,,23517193,0030A0000029lDjQAI,0010A000002w8P1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:41:00.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T17:41:00.000+0000,005OH000004Ir1xYAC,2025-11-04T17:41:00.000+0000,005OH000004Ir1xYAC,2025-11-04T17:41:00.000+0000,(403)995-9311,,,(877)335-1306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erpqCYAQ,False,,23518162,0030A0000064FCuQAM,0010A000006orakQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Policy Details,Medium,"Given the SIN# mismatch, user advised to reach out to CSC",True,2025-11-04T18:19:27.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T17:56:26.000+0000,005OH00000AbCcLYAV,2025-11-04T18:19:43.000+0000,005OH00000AbCcLYAV,2025-11-04T18:19:43.000+0000,(778)294-0018,,familytreefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000erqJBYAY,False,,23516918,0030A000009zZA8QAM,0010A00000AYbQDQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:37:09.000+0000,False,False,005OH000006owoYYAQ,2025-11-04T17:37:09.000+0000,005OH000006owoYYAQ,2025-11-04T17:37:10.000+0000,005OH000006owoYYAQ,2025-11-04T17:37:10.000+0000,(306)203-2082,,manucharyanroza@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000errjtYAA,False,,23517105,003G0000018f6pNIAQ,0010A000002wOr6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:39:49.000+0000,False,False,0055o000001h4cFAAQ,2025-11-04T17:39:49.000+0000,0055o000001h4cFAAQ,2025-11-04T17:39:49.000+0000,0055o000001h4cFAAQ,2025-11-04T17:39:49.000+0000,(204)367-9572,(204) 781-0991,steve@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000errlVYAQ,False,,23517110,0030A000008wOiWQAU,0010A000009rXUTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:39:50.000+0000,False,False,005OH000005URvxYAG,2025-11-04T17:39:50.000+0000,005OH000005URvxYAG,2025-11-04T17:39:50.000+0000,005OH000005URvxYAG,2025-11-04T17:39:50.000+0000,(587)877-6114,,cjensen@nextlevelinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000ertH5YAI,False,,23517487,0030A0000029e4MQAQ,0010A000002w2TnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T17:45:28.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T17:45:28.000+0000,005OH000004Ir1xYAC,2025-11-04T17:45:28.000+0000,005OH000004Ir1xYAC,2025-11-04T17:45:28.000+0000,(866)382-8352,,jmevans@xplornet.ca,(866)790-9052,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eruzaYAA,False,,23519817,0030A0000029pblQAA,0010A000002wC1OQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T18:23:01.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T18:23:01.000+0000,005OH000004Ir1xYAC,2025-11-04T18:23:01.000+0000,005OH000004Ir1xYAC,2025-11-04T18:23:01.000+0000,(403)271-1905,(403) 580-4377,alex.fairhurst@raymondjames.ca,(406)271-1956,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000es1D3YAI,False,,23520061,0035o000007LhMvAAK,0015o00000832dSAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T18:27:16.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T18:27:16.000+0000,005OH000003ds0PYAQ,2025-11-04T18:27:17.000+0000,005OH000003ds0PYAQ,2025-11-04T18:27:17.000+0000,(613)561-8784,,jaycee@truelifesolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000es4UIYAY,False,,23519798,003G000001bfYVhIAM,0010A000002wSrcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"User wants assistance accessing their Workspace account

=======================================================================

****Email Chain****

Hello Joe,

Two business days after you have registered for your User ID you should be able to register for Workspace using the instructions below. No follow-up email would have been sent when the 2 business days are up. 

If you require additional support with registering for your account let me know and I will reach out at a date and time that is convenient to you.

To register for Workspace, please follow the steps outlined below:
 
Step 1: Click on the link https://lifeco.my.site.com/workspace/s/login/SelfRegister
Step 2: Enter your User ID (formerly RepNet) and Password.
Step 3: Enter your Comp code.
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
•	Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
•	Your account will be activated once the email is verified.
 
To log into Workspace, click on this link https://lifeco.my.site.com/workspace/s/login/?language=en_US

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Joe Schaab <Joe.Schaab@familiawealth.com> 
Sent: November 17, 2025 12:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: **Case 23519798** - INC1796768 - RE: Unable to login to RepNet to register

Hello, I have registered for Canada Life MGA workspace but I have not received the follow-up email which I understood would be sent to me in 1-2 business days. Should I still be expecting the follow-up email and is there anything else I need
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I have registered for Canada Life MGA workspace but I have not received the follow-up email which I understood would be sent to me in 1-2 business days. 

Should I still be expecting the follow-up email and is there anything else I need to do to get setup with Canada Life MGA Workspace?


Joe Schaab, CPA, CMA, CFP®
CERTIFIED FINANCIAL PLANNER® 
FAMILIA WEALTH MANGEMENT 
Affiliated with Canada Life
PLEASE NOTE MY NEW EMAIL ADDRESS IS:  joe.schaab@familiawealth.com
Suite 500, 1122 – 4th Street SW
Calgary, AB T2R 1M1
Cell: (403) 862-4823

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 4, 2025 2:14 PM
To: Joe Schaab <Joe.Schaab@familiawealth.com>
Subject: RE: **Case 23519798** - INC1796768 - RE: Unable to login to RepNet to register

Hello Joe,

I’m glad I was able to assist you with registering for your User ID. After 2 business days you should be able to register for Workspace using the instructions below.  you require additional support with registering, let me know and I will reach out at a date and time that is convenient to you.

Regarding your inquiry about having someone at Canada Life setting up your daughter’s laptop, please send an email to Jacqueline Van Esch or reach out to the service Desk at 1-800-459-5141 for assistance.
 
To register for Workspace, please follow the steps outlined below:
 
Step 1: Click on the link https://lifeco.my.site.com/workspace/s/login/SelfRegister
Step 2: Enter your User ID (formerly RepNet) and Password.
Step 3: Enter your Comp code.
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
•	Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
•	Your account will be activated once the email is verified.
 
To log into Workspace, click on this link https://lifeco.my.site.com/workspace/s/login/?language=en_US
 
If there is anything else we can assist you with, please do not hesitate to reach out.

🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 4, 2025 12:34 PM
To: Schaab, Joe <joe.schaab@familiawealth.com>
Subject: **Case 23519798** - INC1796768 - RE: Unable to login to RepNet to register

Hello Joe,

Thank you for taking my phone call.

I will reach out to you at 1:15pm today to assist with your access issue.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Joe Schaab <Joe.Schaab@familiawealth.com> 
Sent: November 3, 2025 5:13 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1796768 - RE: Unable to login to RepNet to register

My apologies for the delaying in getting back to you. Thank you for offering to assist with this process. I can be available for a call on the following dates & times: Nov 4, 12: 00pm MST Nov 6, 10: 30am MST Nov 7, 9: 00am MST Many thanks,

My apologies for the delaying in getting back to you. 

Thank you for offering to assist with this process.

I can be available for a call on the following dates & times:
-	Nov 4, 12:00pm MST
-	Nov 6, 10:30am MST
-	Nov 7, 9:00am MST

Many thanks,

Joe 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: October 6, 2025 9:17 AM
To: Joe Schaab <Joe.Schaab@familiawealth.com>
Subject: RE: INC1796768 - RE: Unable to login to RepNet to register

Hello Joe,

Thank you for contacting the Workspace Support team regarding an issue you have accessing your Workspace account. I’d be happy to assist you.

I would like to set up a phone call with you. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on. This way, I can walk you through the login process.
	Provide your time zone.

Looking forward to your email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: October 3, 2025 12:11 PM
To: Schaab, Joe <joe.schaab@familiawealth.com>
Subject: INC1796768 - RE: Unable to login to RepNet to register

Hello Joe,

Thank you for contacting the Workspace Support team regarding an issue you have accessing your Workspace account. I’d be happy to assist you.

I would like to set up a phone call with you. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on. This way, I can walk you through the login process.
	Provide your time zone.

Looking forward to your email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Joe Schaab <Joe.Schaab@familiawealth.com> 
Sent: October 2, 2025 1:47 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Unable to login to RepNet to register

I tried to login to register for Canada Life MGA workspace but It does not recognize my legacy userid ‘LL32556’. Please help Joe Schaab, CPA, CMA, CFP® Certified Financial Planner® FAMILIA WEALTH MANGEMENT Affiliated with

I tried to login to register for Canada Life MGA workspace but It does not recognize my legacy userid ‘LL32556’.

Please help

Joe Schaab, CPA, CMA, CFP®
CERTIFIED FINANCIAL PLANNER® 
FAMILIA WEALTH MANGEMENT 
Affiliated with Canada Life
PLEASE NOTE MY NEW EMAIL ADDRESS IS:  joe.schaab@familiawealth.com
Suite 500, 1122 – 4th Street SW
Calgary, AB T2R 1M1
Cell: (403) 862-4823

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-04T21:12:31.000+0000,False,False,005OH000002iN7pYAE,2025-11-04T18:22:40.000+0000,005OH000002iN7pYAE,2025-11-17T22:26:47.000+0000,005OH000002iN7pYAE,2025-11-17T22:26:47.000+0000,(403)862-4823,(403) 862-4823,joe.schaab@familiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000es7lVYAQ,False,,23520142,0030A0000029fQwQAI,0010A000002w3dLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T18:28:19.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T18:28:19.000+0000,005OH000003ds0PYAQ,2025-11-04T18:28:19.000+0000,005OH000003ds0PYAQ,2025-11-04T18:28:19.000+0000,(705)472-8660,(705) 499-1005,jchaput@assante.com,(705)476-5413,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000es7wlYAA,False,,23518680,0030A00000BNwhzQAD,0010A00000ByIgaQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T18:04:59.000+0000,False,False,005OH000005URvxYAG,2025-11-04T18:04:59.000+0000,005OH000005URvxYAG,2025-11-04T18:05:00.000+0000,005OH000005URvxYAG,2025-11-04T18:05:00.000+0000,(780)505-0069,,derrick@dc-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000es9VWYAY,False,,23519218,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,"Closed ticket, issue resolved. 

Bonjour Jacques,

Merci d'avoir contacté le support Workspace. Nous sommes ravis d'apprendre que le problème a été résolu.

Nous allons maintenant clôturer ce ticket, mais si le problème se reproduit, n'hésitez pas à nous recontacter.

Votre avis compte. Faites-nous savoir ce que vous avez pensé du service offert en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Jacques Touchette <jacquestouch1@gmail.com> 
Sent: November 4, 2025 3:34 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 23519218

Bonjour Workspace Veuillez annuler la demande j'ai réglé le problème Merci Jacques Touchette Le mar. 4 nov. 2025, à 14 h 10, Workspace Support <WorkspaceSupport@ canadalife. com> a écrit : Bonjour Jacques, Merci d'avoir contacté
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour Workspace

Veuillez annuler la demande j'ai réglé le problème

Merci
Jacques Touchette

Le mar. 4 nov. 2025, à 14 h 10, Workspace Support <WorkspaceSupport@canadalife.com> a écrit :
Bonjour Jacques,
 
Merci d'avoir contacté le soutien de l’espace d’affaires. Nous avons ouvert un ticket concernant l'absence d'informations sur le conseiller lors de la soumission d'une nouvelle demande via l'application New Business. Dès que nous aurons une solution à ce problème, nous vous contacterons pour vous en informer.
 
En attendant, si vous avez d'autres questions ou préoccupations, n'hésitez pas à nous contacter.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 

--------------------------------
Followed KB0023236 with INC1842226 opened.",True,2025-11-14T20:38:25.000+0000,False,False,005OH00000BFQFGYA5,2025-11-04T18:13:36.000+0000,005OH00000BFQFGYA5,2025-11-14T20:38:25.000+0000,005OH00000BFQFGYA5,2025-11-14T20:38:25.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esCRmYAM,False,,23520074,0030A000002TnuvQAC,0010A000003G86iQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T18:27:34.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T18:27:34.000+0000,005OH000004Ir1xYAC,2025-11-04T18:27:35.000+0000,005OH000004Ir1xYAC,2025-11-04T18:27:35.000+0000,(403)336-4251,(403) 336-4251,mikenordick@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
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500OH00000esIovYAE,False,,23519695,0030A0000029X1OQAU,0010A000002vwgbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T18:20:49.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T18:20:49.000+0000,005OH000004Ir1xYAC,2025-11-04T18:20:49.000+0000,005OH000004Ir1xYAC,2025-11-04T18:20:49.000+0000,(403)336-2953,(403) 336-2953,november.varga@westernfg.ca,(403)485-2624,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esJQ5YAM,False,,23522281,003OH00000VwWp4YAF,001OH00000d1oSgYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T19:01:26.000+0000,False,False,005OH000004oiYEYAY,2025-11-04T19:01:26.000+0000,005OH000004oiYEYAY,2025-11-04T19:01:27.000+0000,005OH000004oiYEYAY,2025-11-04T19:01:27.000+0000,(226)526-4511,6398400125,david.tuffin@spectrefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,149.0
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500OH00000esKxBYAU,False,,23519906,0030A0000029pblQAA,0010A000002wC1OQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T18:24:36.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T18:24:36.000+0000,005OH000004Ir1xYAC,2025-11-04T18:24:36.000+0000,005OH000004Ir1xYAC,2025-11-04T18:24:36.000+0000,(403)271-1905,(403) 580-4377,alex.fairhurst@raymondjames.ca,(406)271-1956,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
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500OH00000esOazYAE,False,,23520267,0030A0000029XSUQA2,0010A000002vx1uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"MFA set up successfully
Email sent to: denis.goyette@bellnet.ca
Bonjour Denis, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’Espace affaires et la configuration de votre authentificateur Salesforce.

Pour récapituler ce que nous avons fait : nous avons déconnecté et reconnecté votre authentificateur. Ensuite, nous vous avons déconnecté et reconnecté afin de vérifier que vous recevez bien le code authentificateur.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T18:46:07.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T18:30:24.000+0000,005OH00000AbCcLYAV,2025-11-04T18:46:08.000+0000,005OH00000AbCcLYAV,2025-11-04T18:46:08.000+0000,(450)348-3229,,denis.goyette@bellnet.ca,(450)348-9228,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esT1BYAU,False,,23520653,0030A000006r1YBQAY,0010A000007gJYSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T18:36:34.000+0000,False,False,005OH000007fgYjYAI,2025-11-04T18:36:34.000+0000,005OH000007fgYjYAI,2025-11-04T18:36:34.000+0000,005OH000007fgYjYAI,2025-11-04T18:36:34.000+0000,(514)894-1589,(514) 894-1589,asantaguida@twmg.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esTHNYA2,False,,23523616,003G0000018f6TzIAI,0010A000002wOQhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Inforce Illustration,Medium,"***DDS  11/04/2025***
called into assist desk/spoke to Jennifer. she looked into 
used Advisor content hub and determined what the advisor was checking and he's to reach out to service desk.

sent follow up

***DDS  11/04/2025***
Thank you for contacting Workspace Support today with regards to not being able to use the corporate estate transfer tool/receiving an error on the excel file that’s downloaded.

I’ve checked with our Workspace teams here and unfortunately; we’re not equipped to assist you with this as its an issue outside of Workspace.

Our team did look further into to determine who can assist you with this and its Service Desk, please reach out to them directly at 1-800-459-5141 and they will be able to assist, please do not mention Workspace as they will likely auto refer you back.

I would recommend you do a LogMeIn session with them, so they have a better idea as well on how to help you.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 





-------------------***DDS  11/04/2025***----------------
Name: Martin MCCARTHY
Advisor or support staff: Advisor 
Advisor Code: F7975
Advisor Name: Martin MCCARTHY 
Phone:	(514) 907-3480 x225 or 514-913-9473 cell. 	
Email:martin.mccarthy@danmarfg.com
1. Siebel verification: done
2. Last Login to Workspace:

Issue: did an Illustration. Error 

did a log me in session
had him guide me through. Insurance strategies and tools
Corporate estate xfer tool
it downloads the excel, enabled macros, clicked Corp estate xfer, launch, selected quebec.
went to illustration export data, back to excel sheet, import data
see attachment of error. 
he says its urgent this is fixed by end of the week or he will take his business elsewhere.
also its a large file. 
advised him we will check how we can help and get back to him.

will need to further investigate/call assist desk

***DDS  11/04/2025***",True,2025-11-04T20:45:07.000+0000,False,False,005OH00000AUS7aYAH,2025-11-04T19:23:20.000+0000,005OH00000AUS7aYAH,2025-11-04T20:45:07.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:58.000+0000,(514)907-3480X225,(514) 907-3480,martin.mccarthy@danmarfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,149.0
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500OH00000esWIRYA2,False,,23521558,0030A0000029Z2fQAE,0010A000002vyNkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,Advisor not able to receive MFA codes. Caller drop the call as he was upset of the authentication process when I refer him to go to APEXA to update his phone number on file is not matching,True,2025-11-04T19:09:43.000+0000,False,False,005OH00000BFPZHYA5,2025-11-04T18:50:24.000+0000,005OH00000BFPZHYA5,2025-11-04T19:09:43.000+0000,005OH00000BFPZHYA5,2025-11-04T19:09:43.000+0000,(604)717-5556,,kfinancial@shaw.ca,(604)608-6163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esXw3YAE,False,,23521258,0031600002cHPMZAA4,0010A000002wOJzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Investment Centre,Medium,**dds** forwarded to Jason,True,2025-11-05T19:34:05.000+0000,False,False,005OH00000BFQFHYA5,2025-11-04T18:45:43.000+0000,005OH00000BFQFHYA5,2025-11-05T20:29:49.000+0000,005OH00000BFQFHYA5,2025-12-13T02:01:55.000+0000,(825)963-2186,(250) 470-2186,isa@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esYVXYA2,False,,23521982,003OH00000W6fXdYAJ,001OH00000dFpzwYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS****11/04/25 
Contacted user to resolve login issue as requested by their RSA via email
Will call user back in an hour
Authenticated user - user got error code W1507 when trying to register each time
Provided new PW from ISAM and user was able to register and log into WS
===================================================================================================

****Email Chain****

Bonjour Stéphane,

Lors de notre appel, nous avons constaté que vous n’avez pas pu compléter les étapes de l’inscription. Vous avez ensuite reçu le lien pour confirmer votre adresse courriel pour compléter l’inscription. Ensuite, nous avons lié votre compte Espace Affaires avec l’authentificateur Microsoft. Vous avez également pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: November 3, 2025 11:53 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: sgrondin@growtheco.ca
Subject: Accès Espace Affaires - Stéphane Grondin (H8633)

Bonjour Équipe, 

Stéphane Grondin (H8633) n’a pas accès à son Espace affaires. Pourriez-vous, s’il vous plaît, l’aider à rétablir son accès dans les plus brefs délais ?

Merci d’avance pour votre intervention rapide.

Bien cordialement,

Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 

Rendez-vous au : canadavie.com   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-04T19:32:22.000+0000,False,False,005OH0000097FtCYAU,2025-11-04T18:56:50.000+0000,005OH0000097FtCYAU,2025-11-04T20:19:32.000+0000,005OH0000097FtCYAU,2025-11-04T20:19:32.000+0000,(514)346-5609,,sgrondin@growtheco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esbmjYAA,False,,23521527,0030A0000029nZNQAY,0010A000002wAPrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T18:49:55.000+0000,False,False,005OH0000084GETYA2,2025-11-04T18:49:55.000+0000,005OH0000084GETYA2,2025-11-04T18:49:56.000+0000,005OH0000084GETYA2,2025-11-04T18:49:56.000+0000,(905)764-3045,,mpw@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esgXtYAI,False,,23521985,003G000001LKGJXIA5,0010A000002w9vYQAQ,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS,Medium,the user was having issues generating a report in investment centre. They were given instructions to troubleshoot their issue.,True,2025-11-04T18:56:53.000+0000,False,False,005OH000002iN7rYAE,2025-11-04T18:56:53.000+0000,005OH000002iN7rYAE,2025-11-04T18:56:53.000+0000,005OH000002iN7rYAE,2025-11-04T18:56:53.000+0000,(705)327-0313,(705) 930-6608,greg@altavistaplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esgswYAA,False,,23524347,0030A00000CSdKsQAL,0010A00000D3biDQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T19:34:58.000+0000,False,False,0050A000000WjqvQAC,2025-11-04T19:34:58.000+0000,0050A000000WjqvQAC,2025-11-04T19:34:59.000+0000,0050A000000WjqvQAC,2025-11-04T19:34:59.000+0000,(613)342-3905,(613) 803-2245,stephen@lafc.ca,(613)865-8484,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eshCEYAY,False,,23523885,0030A0000029bN9QAI,0010A000002w0L1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"*dds*
authenticator issues, 

i did a forgot password 10 minutes ago, not getting the links 

08043

registered browser based authenticator
user able to sign in



*email*

Good afternoon Brett, 

Thank you for contacting the Workspace Support Team with your MFA registration issue. 

You needed to log into Workspace but were met with a prompt to set up an authenticator. We were able to connect to your machine and help you set up the browser-based authenticator app successfully, we also walked you through how to log in using the authenticator app. If you have any questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T19:56:29.000+0000,False,False,005OH000008919xYAA,2025-11-04T19:27:25.000+0000,005OH000008919xYAA,2025-11-04T19:56:29.000+0000,005OH000008919xYAA,2025-11-04T19:56:29.000+0000,(416)486-3597,,brettrees@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esiD8YAI,False,,23522322,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T19:02:05.000+0000,False,False,005OH0000084GETYA2,2025-11-04T19:02:05.000+0000,005OH0000084GETYA2,2025-11-04T19:02:05.000+0000,005OH0000084GETYA2,2025-11-04T19:02:05.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esjfSYAQ,False,,23524266,0030A0000029mQNQAY,0010A000002w9QBQAY,,,,,,,012OH000000ijW5YAI,Open,,Phone,,WRS - Onelink Report,Medium,Wealth Client Listing provided,False,,False,False,005OH0000071DK9YAM,2025-11-04T19:33:33.000+0000,005OH0000071DK9YAM,2025-11-04T19:33:34.000+0000,005OH0000071DK9YAM,2025-11-04T19:33:34.000+0000,(416)865-0224,,mklisouras@mcquillangroup.com,(416)865-1614,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esnw0YAA,False,,23523458,003OH00000MUYNwYAP,001OH00000RJ0D2YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"MFA set up: Disc and Connect

Email sent to sbarbeau@investiafinance.com

Bonjour Samuel, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’Espace affaires et la configuration de votre authentificateur Google.

Pour récapituler ce que nous avons fait : nous avons déconnecté et reconnecté votre authentificateur. Ensuite, nous vous avons déconnecté et reconnecté afin de vérifier que vous recevez bien le code authentificateur.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T19:33:25.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T19:20:34.000+0000,005OH00000AbCcLYAV,2025-11-04T19:33:25.000+0000,005OH00000AbCcLYAV,2025-11-04T19:33:25.000+0000,(418)622-2006,,sbarbeau@investiafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esr3XYAQ,False,,23525894,0035o000007Hs3jAAC,0015o000007yNOXAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T19:58:51.000+0000,False,False,005OH000006owoYYAQ,2025-11-04T19:58:51.000+0000,005OH000006owoYYAQ,2025-11-04T19:58:51.000+0000,005OH000006owoYYAQ,2025-11-04T19:58:51.000+0000,(306)535-4517,,stephanie@pittsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000esssQYAQ,False,,23523583,0030A000002vSVGQA2,0010A000003gxzTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"***dds***
The customer, who is an advisor, had previously submitted applications for a term life insurance policy for both himself and his spouse. The agent requested some additional information, such as the advisor code and application number, to investigate an issue that had occurred with the husband's application. The agent indicated that they would send a follow-up email to the customer with the next steps being taken to resolve the issue.",True,2025-11-04T19:37:48.000+0000,False,False,005OH00000BFQFHYA5,2025-11-04T19:22:46.000+0000,005OH00000BFQFHYA5,2025-11-04T19:37:49.000+0000,005OH00000BFQFHYA5,2025-11-04T19:37:49.000+0000,(604)732-1508X4128,(778) 385-1992,liam.howe@infinitiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000estZxYAI,False,,23523222,0030A0000029jw6QAA,0010A000002w7M4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T19:16:37.000+0000,False,False,005OH000007fgYjYAI,2025-11-04T19:16:37.000+0000,005OH000007fgYjYAI,2025-11-04T19:16:38.000+0000,005OH000007fgYjYAI,2025-11-04T19:16:38.000+0000,(514)737-9252X331,(514) 924-6648,dcohen@dcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000estoZYAQ,False,,23526398,003G0000018f6tuIAA,0010A000002wOvnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:07:18.000+0000,False,False,005OH000001cCPNYA2,2025-11-04T20:07:18.000+0000,005OH000001cCPNYA2,2025-11-04T20:07:19.000+0000,005OH000001cCPNYA2,2025-11-04T20:07:19.000+0000,(604)438-1232,(778) 882-4575,adeline@adelinelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000et1E9YAI,False,,23524046,003G0000018f6hPIAQ,0010A000002wOhfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T19:30:04.000+0000,False,False,0055o000001h4cFAAQ,2025-11-04T19:30:04.000+0000,0055o000001h4cFAAQ,2025-11-04T19:30:05.000+0000,0055o000001h4cFAAQ,2025-11-04T19:30:05.000+0000,(204)975-9292X2,(204) 299-9957,chris.berard@berardfinancialgroup.com,(204)410-1144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000et20bYAA,False,,23525171,0030A0000029judQAA,0010A000002w7KqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS****11/04/25 
User got error message W1283 when trying to log into WS
Authenticated user, unlocked account and sent PW reset link - user was able to sign in
 
===================================================================================================
 
****Email Chain****

Bonjour Jacques,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur l’Espace Affaires.

Lors de notre appel, nous avons constaté que vous recevez le message d’erreur ERR-W1283 chaque fois que vous accédez votre compte Espace Affaires. Nous avons réinitialisé votre mot de passe. Vous avez également pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T20:01:36.000+0000,False,False,005OH0000097FtCYAU,2025-11-04T19:47:25.000+0000,005OH0000097FtCYAU,2025-11-04T20:01:36.000+0000,005OH0000097FtCYAU,2025-11-04T20:01:36.000+0000,(450)650-8505X11792,(514) 710-5858,jdaneau@lussier.co,(450)650-8515,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000et5T6YAI,False,,23525143,0030A0000029dJ8QAI,0010A000002w1ryQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T19:46:59.000+0000,False,False,0055o000002DK5fAAG,2025-11-04T19:46:59.000+0000,0055o000002DK5fAAG,2025-11-04T19:46:59.000+0000,0055o000002DK5fAAG,2025-11-04T19:46:59.000+0000,(416)695-2225,,hlangley@ipcsecurities.com,(416)695-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000et7JeYAI,False,,23525410,0030A0000029ex5QAA,0010A000002w3BZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T19:50:59.000+0000,False,False,0055o000002KxmIAAS,2025-11-04T19:50:59.000+0000,0055o000002KxmIAAS,2025-11-04T19:51:00.000+0000,0055o000002KxmIAAS,2025-11-04T19:51:00.000+0000,(905)712-8444X224,,mdspencer524@gmail.com,(905)712-1104,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000et7wMYAQ,False,,23525603,003G0000018f7IyIAI,0010A000002wPOEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T19:54:16.000+0000,False,False,005OH00000865wTYAQ,2025-11-04T19:54:16.000+0000,005OH00000865wTYAQ,2025-11-04T19:54:16.000+0000,005OH00000865wTYAQ,2025-11-04T19:54:16.000+0000,(403)244-7999X3,(403) 617-6717,kevin@hfgcanada.ca,(403)244-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000et8tzYAA,False,,23528193,0035o000005xh8fAAA,0015o000006VXEMAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:36:17.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T20:36:17.000+0000,005OH000003ds0PYAQ,2025-11-04T20:36:17.000+0000,005OH000003ds0PYAQ,2025-11-04T20:36:17.000+0000,(905)372-5092,,jeffery.gibbons@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etAz0YAE,False,,23525258,0030A000001ajTVQAY,0010A000002wN1RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T19:48:41.000+0000,False,False,0050A000000Hq5PQAS,2025-11-04T19:48:41.000+0000,0050A000000Hq5PQAS,2025-11-04T19:48:41.000+0000,0050A000000Hq5PQAS,2025-11-04T19:48:41.000+0000,(289)277-1204X17,(905) 509-5554,mvellani@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etCj8YAE,False,,23527498,003G000001bfYVhIAM,0010A000002wSrcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"User wants assistance accessing their Workspace account


User wants assistance accessing their Workspace account

=======================================================================

****Email Chain****

Hello Joe,

I’m glad I was able to assist you with registering for your User ID. After 2 business days you should be able to register for Workspace using the instructions below.  you require additional support with registering, let me know and I will reach out at a date and time that is convenient to you.

Regarding your inquiry about having someone at Canada Life setting up your daughter’s laptop, please send an email to Jacqueline Van Esch or reach out to the service Desk at 1-800-459-5141 for assistance.
 
To register for Workspace, please follow the steps outlined below:
 
Step 1: Click on the link https://lifeco.my.site.com/workspace/s/login/SelfRegister
Step 2: Enter your User ID (formerly RepNet) and Password.
Step 3: Enter your Comp code.
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
•	Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
•	Your account will be activated once the email is verified.
 
To log into Workspace, click on this link https://lifeco.my.site.com/workspace/s/login/?language=en_US
 
If there is anything else we can assist you with, please do not hesitate to reach out.

🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 4, 2025 12:34 PM
To: Schaab, Joe <joe.schaab@familiawealth.com>
Subject: **Case 23519798** - INC1796768 - RE: Unable to login to RepNet to register

Hello Joe,

Thank you for taking my phone call.

I will reach out to you at 1:15pm today to assist with your access issue.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Joe Schaab <Joe.Schaab@familiawealth.com> 
Sent: November 3, 2025 5:13 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1796768 - RE: Unable to login to RepNet to register

My apologies for the delaying in getting back to you. Thank you for offering to assist with this process. I can be available for a call on the following dates & times: Nov 4, 12: 00pm MST Nov 6, 10: 30am MST Nov 7, 9: 00am MST Many thanks,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
My apologies for the delaying in getting back to you. 

Thank you for offering to assist with this process.

I can be available for a call on the following dates & times:
-	Nov 4, 12:00pm MST
-	Nov 6, 10:30am MST
-	Nov 7, 9:00am MST

Many thanks,

Joe 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: October 6, 2025 9:17 AM
To: Joe Schaab <Joe.Schaab@familiawealth.com>
Subject: RE: INC1796768 - RE: Unable to login to RepNet to register

Hello Joe,

Thank you for contacting the Workspace Support team regarding an issue you have accessing your Workspace account. I’d be happy to assist you.

I would like to set up a phone call with you. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on. This way, I can walk you through the login process.
	Provide your time zone.

Looking forward to your email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: October 3, 2025 12:11 PM
To: Schaab, Joe <joe.schaab@familiawealth.com>
Subject: INC1796768 - RE: Unable to login to RepNet to register

Hello Joe,

Thank you for contacting the Workspace Support team regarding an issue you have accessing your Workspace account. I’d be happy to assist you.

I would like to set up a phone call with you. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on. This way, I can walk you through the login process.
	Provide your time zone.

Looking forward to your email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Joe Schaab <Joe.Schaab@familiawealth.com> 
Sent: October 2, 2025 1:47 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Unable to login to RepNet to register

I tried to login to register for Canada Life MGA workspace but It does not recognize my legacy userid ‘LL32556’. Please help Joe Schaab, CPA, CMA, CFP® Certified Financial Planner® FAMILIA WEALTH MANGEMENT Affiliated with

I tried to login to register for Canada Life MGA workspace but It does not recognize my legacy userid ‘LL32556’.

Please help

Joe Schaab, CPA, CMA, CFP®
CERTIFIED FINANCIAL PLANNER® 
FAMILIA WEALTH MANGEMENT 
Affiliated with Canada Life
PLEASE NOTE MY NEW EMAIL ADDRESS IS:  joe.schaab@familiawealth.com
Suite 500, 1122 – 4th Street SW
Calgary, AB T2R 1M1
Cell: (403) 862-4823

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-04T21:13:08.000+0000,False,False,005OH000002iN7pYAE,2025-11-04T20:24:22.000+0000,005OH000002iN7pYAE,2025-11-04T21:13:08.000+0000,005OH000002iN7pYAE,2025-11-04T21:13:08.000+0000,(403)862-4823,(403) 862-4823,joe.schaab@familiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etD7FYAU,False,,23525300,,0010A000002w8k3QAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer's husband has a group plan coverage, but it is not available during the winter months when he is laid off. The customer is looking for a temporary individual health and dental plan to cover the family, especially for dental coverage, during the 5-month period when the group plan is not available. The agent provided information about different plan options, including a mid-level plan that would cover routine dental at 80% up to $1,000 and an elite plan with higher dental coverage. However, the customer found the premium for these plans to be unaffordable, so they decided to explore the Canadian dental program instead.",True,2025-11-04T19:59:10.000+0000,False,False,005OH000000n5crYAA,2025-11-04T19:49:26.000+0000,005OH000000n5crYAA,2025-11-04T19:59:10.000+0000,005OH000000n5crYAA,2025-11-04T19:59:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000n5crYAA,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etDKCYA2,False,,23528652,003OH00000Hj4kAYAR,0010A000002w4XYQAY,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,the user was helped to send a report requested to C&L regarding a listing.,True,2025-11-04T20:43:37.000+0000,False,False,005OH000002iN7rYAE,2025-11-04T20:43:37.000+0000,005OH000002iN7rYAE,2025-11-04T20:43:37.000+0000,005OH000002iN7rYAE,2025-11-04T20:43:37.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etF11YAE,False,,23526595,003OH00000NZWXhYAP,001OH00000Sd36fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"MFA concern.. call got disconnected. Tried to call back with the phone number on file and reach VM.

==============

Hi there, I’m not sure what happened either. The phone disconnected, I called back but I couldn’t get back to you because I forgot your name. However, it is working now. Thank you so much for your help. I really appreciate it. 

Erika Rawlines

On Nov 4, 2025, at 5:21 PM, CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
 
 
Hi Erika,
 
Thank you for contacting the workspace support regarding your Multi Factor Authenticator App/MFA not working.
 
We were able to successfully disconnect your current MFA and is about to reinstall a new one. Unfortunately, there’s some phone line issue as I am not getting any response from your end. I tried to call you back however I reach your voicemail. What you need to do is to reinstall the MFA of your choice and it should work this time. If you need further assistance, please don’t hesitate to call us back and will be happy to help you.
 
I appreciate the time you’ve spent with us. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-04T21:09:57.000+0000,False,False,005OH00000BFPZHYA5,2025-11-04T20:10:34.000+0000,005OH00000BFPZHYA5,2025-11-05T23:19:39.000+0000,005OH00000BFPZHYA5,2025-11-05T23:19:39.000+0000,(506)230-2614,,erikarawlines@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etJPZYA2,False,,23525939,0030A0000029Za9QAE,0010A000002vypLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User is asking for their Username,Medium,"Provided the steps to register and retrieve their User ID 
Email sent to: wendytamw@gmail.com
Hi Wendy,

It’s been brought to our attention that you would like to receive your Username on Workspace. 

If your question is about Workspace MGA registration, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please select the MGA association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chi, Olivia <olivia.chi@canadalife.com> 
Sent: November 4, 2025 12:17 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: [EXT] Re: Canada Life_ Insurance Inside wholesaler

Hello WorkSpace Team, 
Could you follow up with Wendy Tam’s request? Her number is (647) 381-8127, advisor code A2529. She need her usernamer in logging in. 

Thank you.
Warm regards, 
Olivia 

IT help desk:  1-800-475-7001     |      Chinese market resources
Sept. 22 - Dec. 31, 2025: 3 months of CI premium waived in combo app
A new way to protect more and save more: critical illness insurance premium offer

Olivia Chi  |Regional Sales Representative, Insurance
Tel: 416-552-3085 |   olivia.chi@canadalife.com
  (Mandarin/Cantonese/English | Case work, product features,updates and strategies)
Jade Su
Regional Support Associate, Insurance
416.552.3013 / jade.su@canadalife.com
 (Mandarin/Cantonese/English |Business process/admin support, web app training, general inquiries)
 



From: Wendy Tam <wendytamw@gmail.com> 
Sent: November 3, 2025 5:42 PM
To: Chi, Olivia <olivia.chi@canadalife.com>
Subject: [EXT] Re: Canada Life_ Insurance Inside wholesaler

Hello Olivia, I missed your call this morning, actually I need user name to log in workspace But the distribution department has t replied me yet Sent from my iPhone On Nov 3, 2025, at 11: 39 AM, Chi, Olivia <olivia. chi@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Olivia,

I missed your call this morning, actually I need user name to log in workspace 
But the distribution department has t replied me yet 
Sent from my iPhone

On Nov 3, 2025, at 11:39 AM, Chi, Olivia <olivia.chi@canadalife.com> wrote:
 
Hello Wendy,
This is Olivia, Angel Liang’s co-worker from Canada Life. Is this your cell number? (647) 381-8127 
I am following up the case you discussed with Angel which might want a prelim underwriting assessment. 
 
Warm regards,
Olivia 
 
IT help desk:  1-800-475-7001     |      Chinese market resources
Sept. 22 - Dec. 31, 2025: 3 months of CI premium waived in combo app
A new way to protect more and save more: critical illness insurance premium offer
 
Olivia Chi  |Regional Sales Representative, Insurance
Tel: 416-552-3085 |   olivia.chi@canadalife.com
  (Mandarin/Cantonese/English | Case work, product features,updates and strategies)
Jade Su
Regional Support Associate, Insurance
416.552.3013 / jade.su@canadalife.com
 (Mandarin/Cantonese/English |Business process/admin support, web app training, general inquiries)
 ✨ Protect your clients and grow your business with Canada Life Advisor Rewards 
💼 7+ policies = $10K+ FYC (Term Life, UL, or Living Benefits) or/and
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📅 Jan 1 – Dec 31, 2025 | 💰 First bonus paid Feb 2026
🎯 Unlock 15%–35% Bonus | Earn $1,500+ to Maximum $70K in total for bonus
<image001.png>",True,2025-11-04T19:59:37.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T19:59:37.000+0000,005OH00000AbCcLYAV,2025-11-04T19:59:37.000+0000,005OH00000AbCcLYAV,2025-11-04T19:59:37.000+0000,(905)307-8999,6473818127,wendytamw@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etJfkYAE,False,,23527678,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:27:35.000+0000,False,False,005OH000005URvxYAG,2025-11-04T20:27:35.000+0000,005OH000005URvxYAG,2025-11-04T20:27:36.000+0000,005OH000005URvxYAG,2025-11-04T20:27:36.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etKvAYAU,False,,23526803,0030A0000029hkxQAA,0010A000002w5aKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:13:41.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T20:13:41.000+0000,005OH000004Ir1xYAC,2025-11-04T20:13:41.000+0000,005OH000004Ir1xYAC,2025-11-04T20:13:41.000+0000,(403)771-8235,(403) 771-8235,nigel.radwell@twopinefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etMYoYAM,False,,23527377,0030A0000029hNoQAI,0010A000002w5IQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:22:37.000+0000,False,False,005OH000004oiYEYAY,2025-11-04T20:22:37.000+0000,005OH000004oiYEYAY,2025-11-04T20:22:37.000+0000,005OH000004oiYEYAY,2025-11-04T20:22:37.000+0000,(519)421-0240,(519) 788-1777,nkaxiotis@gmail.com,(519)539-2109,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etMyXYAU,False,,23526268,003G0000018f7XNIAY,0010A000002wPeGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:05:04.000+0000,False,False,005OH00000AdAzSYAV,2025-11-04T20:05:04.000+0000,005OH00000AdAzSYAV,2025-11-04T20:05:04.000+0000,005OH00000AdAzSYAV,2025-11-04T20:05:04.000+0000,(905)336-3939,(905) 320-7765,rick@rwbfinancial.ca,(905)336-9009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etP5BYAU,False,,23526476,003G0000018f6tuIAA,0010A000002wOvnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:08:29.000+0000,False,False,005OH000001cCPNYA2,2025-11-04T20:08:29.000+0000,005OH000001cCPNYA2,2025-11-04T20:08:29.000+0000,005OH000001cCPNYA2,2025-11-04T20:08:29.000+0000,(604)438-1232,(778) 882-4575,adeline@adelinelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etQFpYAM,False,,23528422,003G0000018f7rEIAQ,0010A000002wPxeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:39:52.000+0000,False,False,005OH000006owoYYAQ,2025-11-04T20:39:52.000+0000,005OH000006owoYYAQ,2025-11-04T20:39:53.000+0000,005OH000006owoYYAQ,2025-11-04T20:39:53.000+0000,(306)653-2313,(306) 222-0363,dowen@cherryinsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etQm5YAE,False,,23528071,0030A0000029hHuQAI,0010A000002w5DAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:34:20.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T20:34:20.000+0000,005OH000003ds0PYAQ,2025-11-04T20:34:21.000+0000,005OH000003ds0PYAQ,2025-11-04T20:34:21.000+0000,(705)328-3000,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etRv2YAE,False,,23528302,003G0000018f6aWIAQ,0010A000002wOXoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"2025-11-05: user was offboarded Nov4 - I sent them an email with the info. 
2025-11-04 User is unable to log in to Workspace, they receive a msg indicating credentials and pswd do not match. When they click on forgot pswd they do not receive the email. Upon investigating with Assist Desk. The user is no longer shown as  active. They are in the process of retiring. I sent an email to ANDigital Support as per KBA  KB0020952 . 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 5, 2025 3:52 PM
To: Boivin, Pierre <Pierre.Boivin@rlfg.ca>
Subject: RE: Issues with log in to Workspace Case 23528302

Hello Pierre, 

I hope your day is going well. I received a response from our Support Team; there was a request to offboard you as of November 4th which is why you no longer have access to Workspace.  

Should you wish to reactivate or have any further questions regarding your access, please reach out to CanadaLife.Contracts&Licensing@canadalife.com for assistance. 

It was a pleasure to assist you, and I wish you the best for your upcoming retirement! 

If you could kindly spare less than 30 seconds (using this link survey ) to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Julie B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   

From: AN Digital Support <ANDigitalSupport@canadalife.com> 
Sent: November 5, 2025 8:56 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Issues with log in to Workspace Case 23528302

Hello Julie,

Thank you for contacting AN Digital Support.

We just received an offboarding for the user yesterday effective date Nov 4th.

Survey: We would love to know how you feel about the quality of service you received from our team. Please take a moment to complete a brief survey, click here.

Nicole
Distribution Digital Support Specialist
Canada Operations
E: ANdigitalsupport@canadalife.com

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 4, 2025 4:17 PM
To: AN Digital Support <ANDigitalSupport@canadalife.com>
Subject: FW: Issues with log in to Workspace Case 23528302

Hello @AN Digital Support, please see below the user is unable to log into Workspace, they are not shown as active. Is it possible for the user to be reactivated?
LL26172
Pierre Boivin 

Thank you 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Julie B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 4, 2025 4:09 PM
To: Boivin, Pierre <Pierre.Boivin@rlfg.ca>
Subject: Issues with log in to Workspace Case 23528302

Hello Pierre, 

Thank you for contacting the Workspace Support Team today regarding your log in issue. I am sorry we were unable to resolve this issue while we were on the line together. 

As mentioned during the call, you are unable to log into Workspace, you are receiving an error message indicating your credentials and password do not match and when you click on forgot password you do not receive the related email. You indicated that you are retiring soon, that you have sold your QC clients and ON clients are being processed now but you should still have access. 

I will send this over for investigation and reach back out to you as soon as I have a resolution or if additional information is required. 

Please do not hesitate to reach back out to us should have any questions in the meantime. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Julie B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-04T21:23:19.000+0000,False,False,005OH00000BFQFEYA5,2025-11-04T20:37:56.000+0000,005OH00000BFQFEYA5,2025-11-05T20:58:15.000+0000,005OH00000BFQFEYA5,2025-11-05T20:58:15.000+0000,(705)998-2910X4259,(705) 498-8123,pierre.boivin@rlfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etTtbYAE,False,,23528420,003OH00000CDliDYAT,001OH00000EhR3NYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:39:51.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T20:39:51.000+0000,005OH000003ds0PYAQ,2025-11-04T20:39:51.000+0000,005OH000003ds0PYAQ,2025-11-04T20:39:51.000+0000,(249)288-7560,,jeff.lavigne@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etUT4YAM,False,,23527179,003OH00000PUwxwYAD,001OH00000V1BXnYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:19:45.000+0000,False,False,005OH000005URvxYAG,2025-11-04T20:19:45.000+0000,005OH000005URvxYAG,2025-11-04T20:19:45.000+0000,005OH000005URvxYAG,2025-11-04T20:19:45.000+0000,(780)298-0302,,kritika@apinc.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etV4GYAU,False,,23530645,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"*dds*

amended 7855248374

Neil Daponte
0010A000004PzF9QAK
E224184P IIP
CLNTID: 8901144186

001OH00000RmtPRYAZ
S0000858T CIIP3
CLNTID: 7855248374

i have a couple profiles that are the same client but not showing a merge, 

https://workspace.canadalife.com/workspace/s/account/0010A000004PzF9QAK/tracy-d-macpherson

https://workspace.canadalife.com/workspace/s/account/001OH00000RmtPRYAZ/tracy-d-macpherson



*email*

Good afternoon Neil, 

Thank you for contacting the Workspace Support Team regarding your merge issue.

We have amended the clients accounts in our system; you should find that the merge prompt should appear in workspace in roughly 2-4 business days. If it does not appear after that time, or you have questions and concerns please reply to this email and we will investigate further.

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T21:40:23.000+0000,False,False,005OH000008919xYAA,2025-11-04T21:18:13.000+0000,005OH000008919xYAA,2025-11-04T21:40:23.000+0000,005OH000008919xYAA,2025-11-04T21:40:23.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etVAeYAM,False,,23528616,0030A0000029iz7QAA,0010A000002w6ZbQAI,,,,,,,012OH000000ijW5YAI,Open,,Email,,Wealth Client Listing Request,Medium,Wealth Client Listing provided,False,,False,False,005OH0000071DK9YAM,2025-11-04T20:43:05.000+0000,005OH0000071DK9YAM,2025-11-04T20:43:06.000+0000,005OH0000071DK9YAM,2025-11-04T20:43:06.000+0000,(905)267-0173,,andre@cardinalfinance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etVFSYA2,False,,23527538,0030A0000029jcPQAQ,0010A000002w76xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:25:02.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T20:25:02.000+0000,005OH000004Ir1xYAC,2025-11-04T20:25:03.000+0000,005OH000004Ir1xYAC,2025-11-04T20:25:03.000+0000,(403)793-3039,,terry@legacyiandb.ca,(403)362-8186,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etVYoYAM,False,,23527383,003G0000018f6iBIAQ,0010A000002wOiQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:22:40.000+0000,False,False,0050A000000WjqvQAC,2025-11-04T20:22:40.000+0000,0050A000000WjqvQAC,2025-11-04T20:22:40.000+0000,0050A000000WjqvQAC,2025-11-04T20:22:40.000+0000,(613)629-1234,(613) 401-7633,rod.white@rgwfinancial.com,(613)629-1236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etWD7YAM,False,,23527218,0030A0000029dc6QAA,0010A000002w26QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:20:21.000+0000,False,False,0055o000002KxmIAAS,2025-11-04T20:20:21.000+0000,0055o000002KxmIAAS,2025-11-04T20:20:21.000+0000,0055o000002KxmIAAS,2025-11-04T20:20:21.000+0000,(905)333-3335,,leon.sutton@ig.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etWwHYAU,False,,23527278,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:21:08.000+0000,False,False,005OH000005URvxYAG,2025-11-04T20:21:08.000+0000,005OH000005URvxYAG,2025-11-04T20:21:09.000+0000,005OH000005URvxYAG,2025-11-04T20:21:09.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etXYzYAM,False,,23527355,0035o000004GmyAAAS,0015o000004q9GtAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:22:14.000+0000,False,False,005OH000004Ir1xYAC,2025-11-04T20:22:14.000+0000,005OH000004Ir1xYAC,2025-11-04T20:22:14.000+0000,005OH000004Ir1xYAC,2025-11-04T20:22:14.000+0000,(403)793-5262,,sunlifemay@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etYN0YAM,False,,23528110,0030A0000029V3DQAU,0010A000002vv5dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:34:55.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T20:34:55.000+0000,005OH000003ds0PYAQ,2025-11-04T20:34:56.000+0000,005OH000003ds0PYAQ,2025-11-04T20:34:56.000+0000,(613)549-8326,6135306022,jeffb@incomefirst.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etZNuYAM,False,,23527855,0030A0000029pGOQAY,0010A000002wBl6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:30:29.000+0000,False,False,0055o000002DK5fAAG,2025-11-04T20:30:29.000+0000,0055o000002DK5fAAG,2025-11-04T20:30:30.000+0000,0055o000002DK5fAAG,2025-11-04T20:30:30.000+0000,(905)470-7788X237,,prasoon9@outlook.com,(905)470-7780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eteCNYAY,False,,23529189,0030A0000029c9kQAA,0010A000002w0y6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - DSFA,Medium,"Advisor wanted to know if he would select ""Fundserv"" for TSFA application. Referred to RSR.
==============

Good afternoon Jag,

It was a pleasure speaking with you today to help you get information on Fundserv applications.

“Fundserv” is a special type of digital wealth application, however to know if that would apply to your clients, I would advise to contact Shauna Duncan at shauna.duncan@productsolutionscentre.ca to get more information.

If you have more questions, don’t hesitate to reach out and we will gladly help.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T21:03:51.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-04T20:52:13.000+0000,005OH00000AbJ7aYAF,2025-11-04T21:03:51.000+0000,005OH00000AbJ7aYAF,2025-11-04T21:03:51.000+0000,(416)986-4497,,jag@jag-singh.ca,(905)482-0398,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etfOTYAY,False,,23528231,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:36:47.000+0000,False,False,005OH000004pk06YAA,2025-11-04T20:36:47.000+0000,005OH000004pk06YAA,2025-11-04T20:36:48.000+0000,005OH000004pk06YAA,2025-11-04T20:36:48.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etfQ6YAI,False,,23528366,0030A0000029bIdQAI,0010A000002w0IHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:38:55.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T20:38:55.000+0000,005OH000003ds0PYAQ,2025-11-04T20:38:56.000+0000,005OH000003ds0PYAQ,2025-11-04T20:38:56.000+0000,(705)740-0564,,jb@jeffblack.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etfebYAA,False,,23528246,0030A000007gU58QAE,0010A000008YBC3QAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:37:01.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T20:37:01.000+0000,005OH000003ds0PYAQ,2025-11-04T20:37:01.000+0000,005OH000003ds0PYAQ,2025-11-04T20:37:01.000+0000,(705)645-4844,,jeff.barnes@edwardjones.com,(877)314-6592,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etgSbYAI,False,,23528331,0030A0000029envQAA,0010A000002w33XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"Email to:n.martel@assurancesmartel.ca
Bonjour Nathalie, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’Espace affaires et la configuration de votre authentificateur Salesforce.

Pour récapituler ce que nous avons fait : nous avons déconnecté et reconnecté votre authentificateur. Ensuite, nous vous avons déconnecté et reconnecté afin de vérifier que vous recevez bien le code authentificateur.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T20:48:38.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T20:38:17.000+0000,005OH00000AbCcLYAV,2025-11-04T20:48:39.000+0000,005OH00000AbCcLYAV,2025-11-04T20:48:39.000+0000,(418)802-4159,,n.martel@assurancesmartel.ca,(418)658-8867,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etgZ3YAI,False,,23528337,0030A0000029bEgQAI,0010A000002w0FwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:38:28.000+0000,False,False,0055o000002KxaMAAS,2025-11-04T20:38:28.000+0000,0055o000002KxaMAAS,2025-11-04T20:38:28.000+0000,0055o000002KxaMAAS,2025-11-04T20:38:28.000+0000,(780)886-9795,,nirmal.shah30@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eth5OYAQ,False,,23532182,0030A0000029c1QQAQ,0010A000002w0qaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,Intake Form Delivered,True,2025-11-04T21:49:34.000+0000,False,False,005OH0000071DK9YAM,2025-11-04T21:49:34.000+0000,005OH0000071DK9YAM,2025-11-04T21:49:35.000+0000,005OH0000071DK9YAM,2025-11-04T21:49:35.000+0000,(709)685-5349,(709) 685-5349,whowlett@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000ethGiYAI,False,,23529468,0030A0000029gMSQAY,0010A000002w4PvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:57:19.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T20:57:19.000+0000,005OH000003ds0PYAQ,2025-11-04T20:57:20.000+0000,005OH000003ds0PYAQ,2025-11-04T20:57:20.000+0000,(705)878-3530,(705) 878-3530,jennifer.mabee@igpwm.ca,(705)878-9066,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etjS5YAI,False,,23528661,003G0000018f6txIAA,0010A000002wOvqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:43:46.000+0000,False,False,005OH000006owoYYAQ,2025-11-04T20:43:46.000+0000,005OH000006owoYYAQ,2025-11-04T20:43:47.000+0000,005OH000006owoYYAQ,2025-11-04T20:43:47.000+0000,(306)537-9026,(306) 537-9026,chris@gereinfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etjtVYAQ,False,,23528700,003G0000018f7LUIAY,0010A000002wPRAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:44:27.000+0000,False,False,005OH00000AdAzSYAV,2025-11-04T20:44:27.000+0000,005OH00000AdAzSYAV,2025-11-04T20:44:27.000+0000,005OH00000AdAzSYAV,2025-11-04T20:44:27.000+0000,(905)397-3322,(905) 401-5731,aurora@luminariswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etl7LYAQ,False,,23529413,003OH000002jgy4YAA,001OH000003QOEiYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:56:20.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T20:56:20.000+0000,005OH000003ds0PYAQ,2025-11-04T20:56:20.000+0000,005OH000003ds0PYAQ,2025-11-04T20:56:20.000+0000,(705)522-5722,,jennie.gauthier@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etlNRYAY,False,,23528872,0030A0000029dNEQAY,0010A000002w1vfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"user called requesting assitance with Workspace log
EMAIL**********************
Hello Melissa,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with with the Workspace log in
On the call toady we assist you with using the correct email address and reset your password.
We set up the authenticator app and you were able log in succesfully.
As for you advisor code please email contracts&compensation@canadalife.com or your MGA leadership to request for your code.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T21:08:38.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-04T20:47:13.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:40:18.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:40:18.000+0000,(416)274-7878,,insurance.investment4u@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etmJWYAY,False,,23529385,0030A0000029ZEvQAM,0010A000002vyZCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:55:43.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T20:55:43.000+0000,005OH000003ds0PYAQ,2025-11-04T20:55:44.000+0000,005OH000003ds0PYAQ,2025-11-04T20:55:44.000+0000,(613)548-3031,(613) 634-4503,parksjeffrey@hotmail.com,(613)548-7306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etmg5YAA,False,,23529024,003G000001D2EKlIAN,0010A000002wRrTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T20:49:18.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T20:49:18.000+0000,005OH000003ds0PYAQ,2025-11-04T20:49:18.000+0000,005OH000003ds0PYAQ,2025-11-04T20:49:18.000+0000,(613)876-7640,(613) 703-9075,jeff.locke@eofs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etmxqYAA,False,,23529416,0030A000007A6vTQAS,0010A00000817JeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Investment Centre,Medium,"Email to: Ou, Tiffany <tiffany.ou@radiantlifefinancial.ca>
Good day Tiffany, 

Thank you for contacting Workspace Support regarding Fundserv access.

For all your product and process inquiries on Wealth, please reach out to your wealth RSA or RSR:
- Regional Sales Representative, Wealth : Jocelyn Xie, at: jocelyn.xie@canadalife.com
- Regional Sales Associate, Wealth: Celeste Wei, at celeste.wei@canadalife.com

For Quadrus/Mutual funds  Customer service team: 1-888-532-3322 and for Segregated funds team at: 1-888-252-1847

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T21:14:46.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T20:56:25.000+0000,005OH00000AbCcLYAV,2025-11-04T21:14:47.000+0000,005OH00000AbCcLYAV,2025-12-13T02:03:03.000+0000,(416)727-1256,(416) 727-1256,tiffany.ou@theawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etqv5YAA,False,,23531144,003G0000018f6tuIAA,0010A000002wOvnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T21:27:49.000+0000,False,False,005OH000001cCPNYA2,2025-11-04T21:27:49.000+0000,005OH000001cCPNYA2,2025-11-04T21:27:50.000+0000,005OH000001cCPNYA2,2025-11-04T21:27:50.000+0000,(604)438-1232,(778) 882-4575,adeline@adelinelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000etwAnYAI,False,,23529955,003G0000018f73JIAQ,0010A000002wP6dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T21:05:45.000+0000,False,False,005G0000002gyDJIAY,2025-11-04T21:05:45.000+0000,005G0000002gyDJIAY,2025-11-04T21:05:45.000+0000,005G0000002gyDJIAY,2025-11-04T21:05:45.000+0000,(306)934-7060,(306) 717-1242,rachel@integratedfreedomsolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000ety1LYAQ,False,,23531202,0030A0000029aXAQAY,0010A000002vzesQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T21:28:50.000+0000,False,False,005OH000006owoYYAQ,2025-11-04T21:28:50.000+0000,005OH000006owoYYAQ,2025-11-04T21:28:50.000+0000,005OH000006owoYYAQ,2025-11-04T21:28:50.000+0000,(306)634-4870,,tyler.knibbs@edwardjones.com,(877)335-0759,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eu0j4YAA,False,,23530374,0030A000002Wf7tQAC,0010A000003Inm8QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T21:13:31.000+0000,False,False,005OH000003ds0PYAQ,2025-11-04T21:13:31.000+0000,005OH000003ds0PYAQ,2025-11-04T21:13:31.000+0000,005OH000003ds0PYAQ,2025-11-04T21:13:31.000+0000,(519)837-3880,,jennifer@herrwm.com,(519)837-8745,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eu1x0YAA,False,,23532594,0031600002YSBssAAH,0010A000002wODfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Learning Center / CE Centre,Medium,"*dds*
ll35242

im having issues logging into learning centre

unable to log in into learning centre with mobile browser, it was working till yesterday. 

didn't want to use the sumtotal app, wants to use the mobile browser
Advise the user to contact learningcentreadministrator@canadalife.com.

they already emailed the learningcentreadmin email. 
advised to just do it on the desktop since it's detecting the mobile OS and forcing the user to go to the app which does not work

f5179
*email*

Good afternoon Jonathon, 

Thank you for contacting the Workspace Support Team with your learning centre issue. 

You were trying to access the learning centre for your code of conduct course on your mobile device ( tablet or cell phone ) and kept receiving the prompt to open from the app. This is related to the website detecting that you are in a mobile app and trying to force you to use the app. You already have reached out to learningcentreadministrator@canadalife.com yesterday about this but had not heard back yet. At this point you can either wait to hear back form them, try it on your chrome browser to see if you get a different behaviour than you are getting in safari of if that all fails you can do it from a desktop/laptop with a desktop OS( Windows/Mac OS) instead of a mobile OS. If you have any questions or concerns, please reply to this email.  

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T22:30:18.000+0000,False,False,005OH000008919xYAA,2025-11-04T22:00:41.000+0000,005OH000008919xYAA,2025-11-04T22:30:18.000+0000,005OH000008919xYAA,2025-11-04T22:30:18.000+0000,(647)500-9448,(647) 500-9448,jonathon@aiimfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eu4mfYAA,False,,23530738,0030A0000029k8RQAQ,0010A000002w7VfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,Wealth Client Listing provided,True,2025-11-04T21:19:53.000+0000,False,False,005OH0000071DK9YAM,2025-11-04T21:19:53.000+0000,005OH0000071DK9YAM,2025-11-04T21:19:54.000+0000,005OH0000071DK9YAM,2025-11-04T21:19:54.000+0000,(306)546-5511,,chris.getzlaf@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eu76EYAQ,False,,23531229,003G0000018f6skIAA,0010A000002wOuTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,"User wants colleague Janis to access client and send application for them. Needs to wait for DM's answer to their email from last week.

===========

Good afternoon Percy,

It was a pleasure speaking with you today about Janis’ access to clients and her ability to submit applications for them on the New Business App.

During our call I thought the delegation through Workspace would allow that, but I was mistaken. Delegating access through Workspace allows her to see the client’s general information.

In order for her to be able to submit new applications, indeed, a communication to our Distribution Methodology department needs to be sent. I know they are experiencing delays so I would advise to wait for their confirmation that the Third-Party-Access that they provide has been granted. She will then be able to create and submit those new applications for the client whos access was granted.

If you have any questions don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T22:05:39.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-04T21:29:19.000+0000,005OH00000AbJ7aYAF,2025-11-04T22:05:39.000+0000,005OH00000AbJ7aYAF,2025-11-04T22:05:39.000+0000,(905)332-3400,(905) 631-5673,percy.pierre@hudsonwealth.ca,(905)332-3999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eu8LhYAI,False,,23532647,003G00000252J2fIAE,0010A000002wTB6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T22:02:35.000+0000,False,False,005OH000001cCPNYA2,2025-11-04T22:02:35.000+0000,005OH000001cCPNYA2,2025-11-04T22:02:36.000+0000,005OH000001cCPNYA2,2025-11-04T22:02:36.000+0000,(250)797-6417,(250) 797-6417,coralee@bensonview.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eu8n3YAA,False,,23531105,0035o0000063YGPAA2,0015o000006c9UMAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T21:27:11.000+0000,False,False,005OH000005URvxYAG,2025-11-04T21:27:11.000+0000,005OH000005URvxYAG,2025-11-04T21:27:11.000+0000,005OH000005URvxYAG,2025-11-04T21:27:11.000+0000,(587)983-1030,,arjun@askfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eu9xiYAA,False,,23533095,0030A0000029jcPQAQ,0010A000002w76xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Disconnected and Reset MFA after authentication for user.

***Email***

Hello Terrance, 

Thanks for contacting the Workspace Support team regarding the Multi Factor Authenticator for Workspace.

MFA has been reset, moving forward if you use the Google Authenticator you should see no issues.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great evening!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T23:23:50.000+0000,False,False,005OH00000BFQFBYA5,2025-11-04T22:15:31.000+0000,005OH00000BFQFBYA5,2025-11-05T23:31:22.000+0000,005OH00000BFQFBYA5,2025-11-05T23:31:22.000+0000,(403)793-3039,,terry@legacyiandb.ca,(403)362-8186,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euA0rYAE,False,,23531204,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T21:28:52.000+0000,False,False,005OH000005URvxYAG,2025-11-04T21:28:52.000+0000,005OH000005URvxYAG,2025-11-04T21:28:52.000+0000,005OH000005URvxYAG,2025-11-04T21:28:52.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euBhkYAE,False,,23533120,0031600002FJFzoAAH,0010A000002wNDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T22:16:38.000+0000,False,False,005OH000001cCPNYA2,2025-11-04T22:16:38.000+0000,005OH000001cCPNYA2,2025-11-04T22:16:38.000+0000,005OH000001cCPNYA2,2025-11-04T22:16:38.000+0000,(250)718-7232X3,(250) 540-4334,landon@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euDmnYAE,False,,23533762,0030A0000029cuBQAQ,0010A000002w1VRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"Hi Gerald,

It’s been brought to our attention that you would like to receive your Username on Workspace. 

If your question is about Workspace MGA registration, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please select the MGA association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T22:48:34.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T22:35:42.000+0000,005OH00000AbCcLYAV,2025-11-04T22:48:35.000+0000,005OH00000AbCcLYAV,2025-11-04T22:48:35.000+0000,(416)251-6770,,holowachuk@ipcc.org,(416)251-2045,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euE4TYAU,False,,23531644,003OH00000RzDVYYA3,001OH00000Y3dKhYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WRS - Investment Centre,Medium,"Redirect to Quadrus ASR line, MF related inquiry",True,2025-11-04T21:37:25.000+0000,False,False,005OH0000071DK9YAM,2025-11-04T21:37:25.000+0000,005OH0000071DK9YAM,2025-11-04T21:37:25.000+0000,005OH0000071DK9YAM,2025-12-13T02:02:43.000+0000,(604)307-8168,,wesley@wealthbenchfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euOAHYA2,False,,23532513,003G000001C3Z2eIAF,0010A000002wRQ4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T21:58:18.000+0000,False,False,005G0000002gyDJIAY,2025-11-04T21:58:18.000+0000,005G0000002gyDJIAY,2025-11-04T21:58:18.000+0000,005G0000002gyDJIAY,2025-11-04T21:58:18.000+0000,(306) 757-1222,(306) 530-0691,dan.hoffman@investorsgroup.com,(306) 757-1096,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euPj3YAE,False,,23532651,003G0000018f6TIIAY,0010A000002wOQ1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"User was not able to pass the authentication because they didnt remember their Direct active agent code. Sent the email below to contracts&compensation@canadalife.com and informed user I would schedule a call with them once they are able to get their agent code. 



==========case info==============
Username: TIMOTHY SCOTT MURDOCK
SF ID:  0050A000001d7WJQAY
Android
============emails=============



Hi @Contracts & Compensation,

Tim needs help getting their Direct Insurance agent code so that we can authenticate them and help them with their MultiFactor Authenticator issue. 

Can you please help Tim get their Direct agent code? 

Thanks you for your help. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T18:23:51.000+0000,False,False,0055o000001zVCKAA2,2025-11-04T22:02:38.000+0000,0055o000001zVCKAA2,2025-11-07T18:23:52.000+0000,0055o000001zVCKAA2,2025-11-07T18:23:52.000+0000,(780)489-5704,(780) 721-1946,tmurdock@aspireplanning.ca,(780)800-0407,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euQ7IYAU,False,,23532959,0030A0000029og3QAA,0010A000002wBI6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Delegation/TPA,Medium,"To: jeffrey.gregory@dfsin.ca

Good day Jeffrey,

Thank you for contacting Workspace Support regarding your Issue with compensation/case split.

For all your compensation and/or rate questions, please reach out to the Compensation Team:  Contracts&Compensation@canadalife.com 

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T22:21:02.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T22:11:24.000+0000,005OH00000AbCcLYAV,2025-11-04T22:21:43.000+0000,005OH00000AbCcLYAV,2025-11-04T22:21:43.000+0000,(905)276-9456,,jeffrey.gregory@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euQTpYAM,False,,23532701,0030A0000029UmLQAU,0010A000002vuq3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T22:04:19.000+0000,False,False,005G0000002gyDJIAY,2025-11-04T22:04:19.000+0000,005G0000002gyDJIAY,2025-11-04T22:04:19.000+0000,005G0000002gyDJIAY,2025-11-04T22:04:19.000+0000,(403)807-2499,,derek@rockyviewbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euSdiYAE,False,,23533962,,0015o000008CyiVAAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Explained about select plans-exceptions. Helped in completing application. Couple coverage.
The customer is applying for a health and dental insurance plan with Canada Life. They discussed the details of the select Elite plan, including coverage for pre-existing conditions and prescription medications. The customer mentioned they are over 65 and take Prolia for osteoporosis, as well as Vagifem for hormone replacement therapy. The agent advised the customer to declare these medications on the application, even though they are covered by the government. The customer was concerned about having to declare these medications, but the agent explained it is a requirement for the underwriting process. The customer also inquired about getting a discount or commission as a representative of Canada Life, but the agent clarified that there are no commissions for this type of plan. Overall, the customer completed the application process, including providing their banking information for direct deposit of claims reimbursement. The agent will send the customer a company paid form to complete and return.",True,2025-11-04T23:08:39.000+0000,False,False,005OH000000n5crYAA,2025-11-04T22:42:09.000+0000,005OH000000n5crYAA,2025-11-04T23:13:34.000+0000,005OH000000n5crYAA,2025-11-04T23:13:34.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000n5crYAA,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euT3VYAU,False,,23532919,003G0000018f74qIAA,0010A000002wP8AQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T22:10:26.000+0000,False,False,005OH000001cCPNYA2,2025-11-04T22:10:26.000+0000,005OH000001cCPNYA2,2025-11-04T22:10:27.000+0000,005OH000001cCPNYA2,2025-11-04T22:10:27.000+0000,(250)718-7232,(250) 717-6774,katrina@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euU2nYAE,False,,23532990,0035o000005qRUOAA2,0015o000006OJ1aAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T22:12:21.000+0000,False,False,0055o000002KxaMAAS,2025-11-04T22:12:21.000+0000,0055o000002KxaMAAS,2025-11-04T22:12:22.000+0000,0055o000002KxaMAAS,2025-11-04T22:12:22.000+0000,(780)702-5802X229,(780) 318-3206,marcy@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euVWtYAM,False,,23534956,0030A0000029my6QAA,0010A000002wA4MQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T23:27:32.000+0000,False,False,005OH00000865wTYAQ,2025-11-04T23:27:32.000+0000,005OH00000865wTYAQ,2025-11-04T23:27:32.000+0000,005OH00000865wTYAQ,2025-11-04T23:27:32.000+0000,(780)481-1888,,david.sokolan@edwardjones.com,(780)481-1970,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euYo0YAE,False,,23534403,0030A0000029b6qQAA,0010A000002w08uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,"User wanted to revive a deleted Simple Protect Term application

====================emails======================
Hi Jim, 

Thank you for contacting Workspace Support.  

As mentioned during our conversation deleted Simple Protect Term applications cannot be recovered. 

If you have any additional questions, don’t hesitate to communicate with us by email or by giving us a call. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T00:24:10.000+0000,False,False,0055o000001zVCKAA2,2025-11-04T23:00:47.000+0000,0055o000001zVCKAA2,2025-11-05T00:24:10.000+0000,0055o000001zVCKAA2,2025-11-05T00:24:10.000+0000,(403)256-4164,,critchley.jim@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euZ8wYAE,False,,23533684,003OH00000QSn8UYAT,001OH00000WCHW5YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T22:33:35.000+0000,False,False,005OH000002iJPDYA2,2025-11-04T22:33:35.000+0000,005OH000002iJPDYA2,2025-11-04T22:33:36.000+0000,005OH000002iJPDYA2,2025-11-04T22:33:36.000+0000,(778)855-2592,,deolee989@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euZaLYAU,False,,23533408,0030A0000029bW3QAI,0010A000002w0RGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T22:25:12.000+0000,False,False,005OH000002iJPDYA2,2025-11-04T22:25:12.000+0000,005OH000002iJPDYA2,2025-11-04T22:25:12.000+0000,005OH000002iJPDYA2,2025-11-04T22:25:12.000+0000,(604)559-2868,6046181518,nancy@bddm.ca,(604)559-3869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euactYAA,False,,23533701,0030A0000029nDaQAI,0010A000002wA6iQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,"User is trying to submit a disability insurance application with an expired licence comp code
===================emails================


Hi Kelly 

Please ensure that your advisor preferences are updated to show code E8037 on New Business. Your new Business Associate will be able to assist you with this. Our system is showing that your active code is E8037 with Manulife. 

Thank you 

Emilee Zamec
Business Support Analyst
Contracts & Compensation Department
The Canada Life Assurance Company
Email: emilee.zamec@canadalife.com
Phone: 519-435-6092
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage..


Hi @Distribution Methodology,

Kelly tried to submit a disability insurance application in New Business Web app but the insurance commission code tied to their Scotia Wealth MGA seems to be expired. 

Could you please help Kelly to fix the expired commission code?

Kelly, let me know if you have any questions. 

Thanks. 


You’ve been a delight and I hope I could add a bit of joy to your day, would you mind sharing a tick-tock of your time and completing this 5 second: complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T22:55:00.000+0000,False,False,0055o000001zVCKAA2,2025-11-04T22:34:03.000+0000,0055o000001zVCKAA2,2025-11-10T21:24:47.000+0000,0055o000001zVCKAA2,2025-11-10T21:24:47.000+0000,(780)482-0306,,kelly.guest@albertadoctors.org,(780)488-7558,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euddxYAA,False,,23533705,003OH00000QSn8UYAT,001OH00000WCHW5YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T22:34:08.000+0000,False,False,005OH000002iJPDYA2,2025-11-04T22:34:08.000+0000,005OH000002iJPDYA2,2025-11-04T22:34:08.000+0000,005OH000002iJPDYA2,2025-11-04T22:34:08.000+0000,(778)855-2592,,deolee989@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euf1WYAQ,False,,23534824,0030A0000029WCsQAM,0010A000002vw0qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T23:20:35.000+0000,False,False,005OH000002iJPDYA2,2025-11-04T23:20:35.000+0000,005OH000002iJPDYA2,2025-11-04T23:20:36.000+0000,005OH000002iJPDYA2,2025-11-04T23:20:36.000+0000,(778)829-2712,,angel@bestcarefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eui7QYAQ,False,,23534472,0035o000007MBTeAAO,0015o0000083Y2dAAE,,,,,,,012OH000000ijW5YAI,Open,,Email,,Password reset - Setting up a call back time,Medium,"Good day Nick,

Thank you for contacting Workspace Support.  

To reset your Workspace password, I would like to set up a phone call with you. kindly provide the following details to help us schedule a callback:
•	Your advisor codes
•	Your time zone
•	Three preferred dates and times for a callback
•	We will reach you at the phone number on file


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Nick Costello <nick@ryco.ca> 
Sent: November 4, 2025 2:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Password reset 

Hello, Can you please send me a password reset link. It doesn’t seem to make it to my inbox or junk mail when I try online. Email: nick@ ryco. ca Thanks, Nick Costello, B. Comm. Ryco Financial Inc. Sent from my iPhone                        
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Can you please send me a password reset link. It doesn’t seem to make it to my inbox or junk mail when I try online. 

Email: nick@ryco.ca

Thanks,

Nick Costello, B. Comm.
Ryco Financial Inc. 

Sent from my iPhone",False,,False,False,005OH00000AbCcLYAV,2025-11-04T23:03:39.000+0000,005OH00000AbCcLYAV,2025-11-04T23:03:39.000+0000,005OH00000AbCcLYAV,2025-11-04T23:03:40.000+0000,(709)722-4100,,nick@ryco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euoJHYAY,False,,23535153,0030A0000029bkpQAA,0010A000002w0c5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Inforce Illustration,Medium,"h2464

*dds*
just wanted to know if they are required to install and app for illustrations or is it web based? 
advised its web based, the app is only for viewing policies issueed prior to 2017

*email*

Good afternoon Gurmail. 

Thank you for contacting the Workspace Support Team with your illustrator inquiry. 

You wanted to use the illustration tool and wanted to know if you needed to install the app or if you could use the web-based tool. The web illustrator is used for anything new, and the old app is only used for policies issued prior to 2017. If you have any questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T23:57:38.000+0000,False,False,005OH000008919xYAA,2025-11-04T23:37:52.000+0000,005OH000008919xYAA,2025-11-05T00:03:11.000+0000,005OH000008919xYAA,2025-12-13T02:02:47.000+0000,(416)906-4366,,gurmailsondhi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euocbYAA,False,,23534486,0031600002DTJKsAAP,0010A000002wNAYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T23:04:42.000+0000,False,False,005OH000002iJPDYA2,2025-11-04T23:04:42.000+0000,005OH000002iJPDYA2,2025-11-04T23:04:42.000+0000,005OH000002iJPDYA2,2025-11-04T23:04:42.000+0000,(604)722-3596,(778) 321-6888,phillip.lin@canwinwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euokpYAA,False,,23535230,0035o0000068aSuAAI,0015o000006h4OXAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T23:41:34.000+0000,False,False,005G0000002gxxjIAA,2025-11-04T23:41:34.000+0000,005G0000002gxxjIAA,2025-11-04T23:41:35.000+0000,005G0000002gxxjIAA,2025-11-04T23:41:35.000+0000,(819)566-0666,(438) 520-7271,mathieu.clerget@iggpp.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eupNPYAY,False,,23535597,0031600002DTJKsAAP,0010A000002wNAYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T00:05:16.000+0000,False,False,005OH000002iJPDYA2,2025-11-05T00:05:16.000+0000,005OH000002iJPDYA2,2025-11-05T00:05:17.000+0000,005OH000002iJPDYA2,2025-11-05T00:05:17.000+0000,(604)722-3596,(778) 321-6888,phillip.lin@canwinwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eurAgYAI,False,,23534738,0030A0000029nAhQAI,0010A000002wA4SQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-04T23:16:01.000+0000,False,False,005OH000005URvxYAG,2025-11-04T23:16:01.000+0000,005OH000005URvxYAG,2025-11-04T23:16:02.000+0000,005OH000005URvxYAG,2025-11-04T23:16:02.000+0000,(780)398-2041,,weaselcreek@gmail.com,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000eutlxYAA,False,,23534842,0030A0000029bkpQAA,0010A000002w0c5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"TO: 	gurmailsondhi@gmail.com

Hi Gurmail,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Google  authenticator.

Just a recap of what we set up your authenticator, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-04T23:36:41.000+0000,False,False,005OH00000AbCcLYAV,2025-11-04T23:21:29.000+0000,005OH00000AbCcLYAV,2025-11-04T23:36:41.000+0000,005OH00000AbCcLYAV,2025-11-04T23:36:41.000+0000,(416)906-4366,,gurmailsondhi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euuBnYAI,False,,23535820,0030A0000029oU4QAI,0010A000002wB7yQAE,,,,,,,012OH000000ijW5YAI,Open,,Email,,Registration request - Setting up a call back,Medium,"***DDS*** 11/05/25
Name: Tanya Lyn Werk

Email: Hello Tanya, 

The latest case notes I saw from yesterday November 4th was from Fatima. 

Here is the email:

Good day Tanya,

It’s been brought to our attention that you need assistance to register on Workspace.

I would like to set up a phone call with you to help you on the registration process. kindly provide the following details to help us schedule a callback:
• Your advisor codes
• Your time zone
• Three preferred dates and times for a callback
• We will reach you at the phone number on file

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards,

Fatima B.  
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-800-475-7001
E: CLWorkspacesupport@canadalife.com


Please let me know if you have any questions or if there is anything else I can assist with.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Werk, Tanya Lyn <TanyaLyn.Werk@ig.ca> 
Sent: November 5, 2025 2:39 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: [EXT] 23535820 - [EXT] RE: password and id - INC1830936

I needed help this morning connecting. It was taken care of. Thank you. Not sure which issue this is referring to about yesterday? I had a few! lol Thank you, Tanya Lyn Werk, CPCA, EPC, RRC Senior Advisor 604. 996. 7659 From: CL Workspace Support
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I needed help this morning connecting. It was taken care of. Thank you. Not sure which issue this is referring to about yesterday? I had a few! lol





Thank you,



Tanya Lyn Werk, CPCA, EPC, RRC
Senior Advisor
604.996.7659

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Wednesday, November 5, 2025 11:26 AM
To: Werk, Tanya Lyn <TanyaLyn.Werk@ig.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] 23535820 - [EXT] RE: password and id - INC1830936

Hello, 
 
It looks like an agent has already reched out to Tanya yesterday November 4th if she would like to schedule a callback.
 
Please let me know if you have any questions or if there is anything else I can assist with.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 




to: TanyaLyn.Werk@ig.ca

Good day Tanya,

It’s been brought to our attention that you need assistance to register on Workspace.

I would like to set up a phone call with you to help you on the registration process. kindly provide the following details to help us schedule a callback:
•	Your advisor codes
•	Your time zone
•	Three preferred dates and times for a callback
•	We will reach you at the phone number on file

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 4, 2025 3:02 PM
To: Werk, Tanya Lyn <TanyaLyn.Werk@ig.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: password and id - INC1830936

Hi Tanya.

Correct user ID is WERKTA4. This is what you created in May 2014.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Distribution Methodology 
Sent: November 4, 2025 5:00 PM
To: 'Werk, Tanya Lyn' <TanyaLyn.Werk@ig.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: password and id - INC1830936

Hi Tanya.

You can use your existing user ID WERKTA5 when registering for Workspace.

I am including @CL Workspace Support to assist you with registering for Workspace.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Werk, Tanya Lyn <TanyaLyn.Werk@ig.ca> 
Sent: October 29, 2025 6:27 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: [EXT] RE: password and id - INC1830936

Hi there, My Windows ID is WERKTA5, does this pose a problem? Also, I just went in with the two information pieces that you sent and it refuses to let me log in with my email at the Workspace screen. Thank you, Tanya Lyn Werk, CPCA, EPC, RRC
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

My Windows ID is WERKTA5, does this pose a problem?

Also, I just went in with the two information pieces that you sent and it refuses to let me log in with my email at the Workspace screen.





Thank you,



Tanya Lyn Werk, CPCA, EPC, RRC
Senior Advisor
604.996.7659

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Tuesday, October 28, 2025 12:01 PM
To: Werk, Tanya Lyn <TanyaLyn.Werk@ig.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: password and id - INC1830936

Hi Tanya.
 
Your user ID is WERKTA4
 
Temp password to follow in separate email.

Thank you.
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Werk, Tanya Lyn <TanyaLyn.Werk@ig.ca> 
Sent: October 22, 2025 3:32 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: password and id - INC1830936
Importance: High
 
HI there, Please provide for Canada Life log in? Sorry, I didn’t get registered before. Thank you, Tanya Lyn Werk CPCA, EPC, RRC Senior Consultant Home visits available Servicing the Provinces of BC, AB & SK Metrotower III, 4515 Central
HI there,
 
Please provide for Canada Life log in? Sorry, I didn’t get registered before.
 
 
 
 
 
Thank you,
 
 
Tanya Lyn Werk  CPCA, EPC, RRC
Senior Consultant
Home visits available
Servicing the Provinces of BC, AB & SK
 
Metrotower III, 4515 Central Blvd - 8th floor, Burnaby, BC V5H 0C6
604.431.0117
2001 McCallum Rd #101, Abbotsford, BC V2S 3N5
604.853.8111
Cell:       604.996.7659 
Email:     TanyaLyn.Werk@ig.ca
Website: TANYA LYN WERK IG Advisor | IG Wealth Management
 
Brittany V. Bayers
Senior Administrative Assistant
604-309-1035
 
 
IG Wealth Management Inc.
Mutual Fund Division
 
 
 
 
If you no longer wish to receive these emails, please reply with “Unsubscribe” in the subject line.",False,,False,False,005OH00000AbCcLYAV,2025-11-05T00:23:06.000+0000,005OH00000AbCcLYAV,2025-11-05T20:23:45.000+0000,005OH00000BGeeHYAT,2025-11-05T20:23:45.000+0000,(604)431-0117,,tanyalyn.werk@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euvHWYAY,False,,23535302,0035o000003VriRAAS,0015o0000047rsHAAQ,,,,,,Life,012G00000012AYVIA2,Closed - Responded,,Email,,Merge Request,Medium,"****DDS****11/04/25 

Name corrected in CIS
Sent email to user to use merge prompt in WS in 2-4 business days
================================================================================

****Email Chain****

Good day Alina,

Thank you for reaching out to the Workspace Support team with your merge request below.
 
I’ve amended the client’s accounts in our system; you should find that the merge prompt appears in Workspace in 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: October 23, 2025 7:27 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Alina Thurston (athurston@ gillespieadams. ca) has submitted a merge issue. Client details: First name: Katherine Middle name (if applicable): M Last name: Taylor DOB: June 30, 1980 Policy Number(s): N008916T,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Alina Thurston (athurston@gillespieadams.ca) has submitted a merge issue.
 
Client details:
First name: Katherine
Middle name (if applicable): M
Last name: Taylor
DOB: June 30, 1980
Policy Number(s): N008916T, S0003904P, 60355747T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000AhwaxQAB/katherine-m-taylor?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000AcwsmQAB/katherine-taylor?tabset-15dae=3
URL 3: 
URL 4: 
Additional details:",True,2025-11-04T23:46:21.000+0000,False,False,005OH0000097FtCYAU,2025-11-04T23:46:21.000+0000,005OH0000097FtCYAU,2025-11-04T23:46:21.000+0000,005OH0000097FtCYAU,2025-11-04T23:46:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000euvnrYAA,False,,23535733,0030A0000029XttQAE,0010A000002vxPlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T00:16:04.000+0000,False,False,005OH000002iJPDYA2,2025-11-05T00:16:04.000+0000,005OH000002iJPDYA2,2025-11-05T00:16:04.000+0000,005OH000002iJPDYA2,2025-11-05T00:16:04.000+0000,(604)261-2123,(604) 518-7858,ypchen60111@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000ev0dmYAA,False,,23535620,0030A0000029ZQeQAM,0010A000002vyi6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T00:07:22.000+0000,False,False,0050A000001rl3wQAA,2025-11-05T00:07:22.000+0000,0050A000001rl3wQAA,2025-11-05T00:07:23.000+0000,0050A000001rl3wQAA,2025-11-05T00:07:23.000+0000,(604)805-2873,,beeleelim@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,149.0
500OH00000ew6R4YAI,False,,23538226,0030A000008LtibQAC,0010A000009F09wQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T14:04:41.000+0000,False,False,005OH0000030c5BYAQ,2025-11-05T14:04:41.000+0000,005OH0000030c5BYAQ,2025-11-05T14:04:42.000+0000,005OH0000030c5BYAQ,2025-11-05T14:04:42.000+0000,(613)340-9690,,shane.funnell@eofs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewB5kYAE,False,,23537850,003G0000018f7vdIAA,0010A000002wQ1oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration MGA,Medium,"To: Pipke, Cliff <cliff@informafinancial.ca>

Good morning Cliff,

It’s been brought to our attention that you need assistance to register on Workspace.

I would like to set up a phone call with you to help you on the registration process. kindly provide the following details to help us schedule a callback:
•	Your advisor codes
•	Your time zone
•	Three preferred dates and times for a callback
•	We will reach you at the phone number on file

If you don’t need assistance while registering on workspace, once you have on hands your User ID and User ID password, please follow the procedure below:
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please select the MGA association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 4, 2025 6:07 PM
To: Pipke, Cliff <cliff@informafinancial.ca>
Cc: Michaela Cox <office@informafinancial.ca>; Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Urgent: HUB Code 97811 – Advisor Access Support Required

Hi Cliff.

We’re currently experiencing higher than usual volumes and are working diligently to respond as quickly as possible. We appreciate your understanding and continued support.

Your user ID is CLIFFCANLIFE which is linked to email address
cliff@informafinancial.ca


Your account is locked.  Please contact our service desk 800-475-7001 to have your password reset.

You will be able to register for Workspace.

Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
o	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Our records show the following currently have access to your advisor code:

Dane Christianson
Marissa George
Meera Patel
Michael Yin

If Michael Cox requires access to your advisor code, the attached form is to be completed and signed by you and returned back to us for processing.

Thank you.


Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: November 4, 2025 6:53 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Pipke, Cliff <cliff@informafinancial.ca>; Michaela Cox <office@informafinancial.ca>
Subject: Urgent: HUB Code 97811 – Advisor Access Support Required

Hi @Distribution Methodology,

I’m reaching out to escalate an access issue for Cliff Pipke (HUB Code: 97811). Cliff is looking to begin submitting business under his HUB code, so timely resolution is appreciated.

It’s possible that Cliff has already registered a USER ID under HUB code 97811, but he has misplaced his user ID. Could you please confirm whether his registration is active, and if so, kindly provide his user ID?

Once we have the user ID, I’d appreciate it if the @CL Workspace Support could assist Cliff in setting up his HUB/MGA Workspace access. He may benefit from a phone call or virtual meeting to walk through the setup process, especially as he is a dual citizen and may need guidance on how to properly configure his HUB access.

Additionally, once his access is confirmed, could you please provide the necessary forms or instructions in case Cliff wishes to grant Michaela Cox access to the HUB Workspace under his code?

Thanks in advance for your support. Please keep Cliff and Michaela cc’d in your response.

Best regards,
Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC   V7X 1K8

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.

 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Michaela Cox <office@informafinancial.ca> 
Sent: November 4, 2025 3:17 PM
To: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>
Cc: Pipke, Cliff <cliff@informafinancial.ca>
Subject: [EXT] Re: MGA Access 

Hi Stephanie, Hoping to get some assistance here. See email below to distribution_methodology@ canadalife. com We are trying to gain access to our Canada Life code under HUB - 97811 to start doing applications through there. Last week I was hoping
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Hi Stephanie,

Hoping to get some assistance here. See email below to distribution_methodology@canadalife.com

We are trying to gain access to our Canada Life code under HUB - 97811 to start doing applications through there. 

Last week I was hoping to do an online app through there but learned it is a different login (MGA rather than Advisor solutions) and learned that we are not properly registered to log in under this association.

We just use the one login, under email address cliff@informafinancial.ca

Could you please point me in the right direction to get this rectified?

We appreciate any assistance you can provide!

Thank you,


Michaela Cox
Client Services Associate
Informa Financial & Insurance Services Inc.
801-525 West 8th Avenue
Vancouver BC, V5Z 1C6
office@informafinancial.ca
Direct: 604.617.4800


________________________________________
From: Cliff Pipke <cliff@informafinancial.ca>
Sent: Wednesday, October 29, 2025 11:34 AM
To: distribution_methodology@canadalife.com <distribution_methodology@canadalife.com>
Cc: Michaela Cox <office@informafinancial.ca>
Subject: MGA Access

Hi Canada Life, 

I am trying to access my Managing General Agency (MGA/AGA) Association. I have tried resetting my password but no email gets sent.

I have full access, and no issues for my Advisor Solutions / Advanced Advisor Practices. Advisor code W1286.

For MGA, the email address is cliff@informafinancial.ca, my code is 97811. I believe I need a RepNet registration? I am unclear if I have done so correctly, the under ID might be Informafinancial ? I have tried resetting this password but no luck there. 

I was on the phone with Canada Life support and was given a Repnet Activation ID 1+6KL0+113 

My date of birth is Sept. 14, 1970 in case verification is needed. 

Any assistance with getting access to my MGA Association would be greatly appreciated. I would like to do an application under this code.

Please keep everyone Cc'd in responses.

Thank you,

Cliff Pipke
Principal-Senior Advisor
 
Informa Financial & Insurance Services Inc.
801-525 West 8th Avenue, Vancouver BC, V5Z 1C6
cliff@informafinancial.ca
604.649.5990 (mobile)
604.639.0032 (business)
 
www.informafinancial.ca
 
Life Insurance | Employee Benefits | Disability | Critical Illness | Executive Benefits | Key Person
 
----Notice Regarding Confidentiality of Transmission----
This message is intended only for the person to which it is addressed and may contain information that is privileged and confidential. If you are not the intended recipient, you are hereby notified that any dissemination or copying of this communication is prohibited. Please notify us of the error in communication by telephone (604-639-0032) or by return e-mail and destroy all copies of this communication. Thank you.",True,2025-11-05T13:50:52.000+0000,False,False,005OH00000AbCcLYAV,2025-11-05T13:50:52.000+0000,005OH00000AbCcLYAV,2025-11-05T13:50:52.000+0000,005OH00000AbCcLYAV,2025-11-05T13:50:52.000+0000,(604)639-0032,,cliff@informafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewD9AYAU,False,,23538142,0031600002cHPJPAA4,0010A000002wOJyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Call back confirmed for the 06NOV2025 at 3pm EST,Medium,"TO: Callum Sutherland <callum@csutherlandfinancial.ca>
Hi Callum, 

Thank you for your response, I will call you tomorrow, at the phone number on your file: Thursday 06NOV2025 at 03PM (EST).

Have a wonderful day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Good morning Callum,

I would like to set up a phone call with you to help you on the registration process. kindly provide the following details to help us schedule a callback:
•	Your advisor codes
•	Your time zone
•	Three preferred dates and times for a callback
•	We will reach you at the phone number on file

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Callum Sutherland <callum@csutherlandfinancial.ca> 
Sent: November 5, 2025 6:22 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today-23501476

Canada Life Good morning, I have attempted to change my password with the link provide the each of the past 3 days. I get the same message: Unfortunately, we're unable to provide online services at this time. If you have any questions or need
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Good morning,

I have attempted to change my password with the link provide the each of the past 3 days. I get the same message:

Unfortunately, we're unable to provide online services at this time.
 

If you have any questions or need assistance, please contact : Canada Life advisor support at 1-800-475-7001 or e-mail 7001@canadalife.com

 


I will call to have it changed.

Callum Sutherland CFP® |                                          
Investment Representative - Quadrus Investment Services 
Certified Financial Planner

Member Financial Planning Association Canada
Member Barrhaven BIA
Volunteer Barrhaven Food Cupboard

150 Marketplace Avenue.
Ottawa, Ontario
613-501-3055

 

 Book Appointment    Follow me on Linkedin

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Monday, November 3, 2025 7:10 PM
To: Callum Sutherland <callum@csutherlandfinancial.ca>
Cc: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: RE: Action required- Here are your credentials – set up your Workspace (MGA) today-23501476

Hi Callum,

Thank you for contacting Workspace Support team.  

Regarding your question about Workspace MGA registration, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please select the MGA association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: November 3, 2025 9:06 AM
To: Sutherland, Callum <callum@csutherlandfinancial.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Action required- Here are your credentials – set up your Workspace (MGA) today

Okay for that you need to fully sign out of Workspace on the direct side in order to register for the MGA side.  

I’ve copied the workspace support team below in case the error message for something else.
Workspace registration
You have already registered for Workspace
Please don't register on behalf of another person
Back to Workspace
Error: ERR-W1500


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Callum Sutherland <callum@csutherlandfinancial.ca> 
Sent: November 3, 2025 11:01 AM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today

Canada Life This is what happened before. I clicked register for workspace and received this message: Workspace registration You have already registered for Workspace Please don't register on behalf of another person Back to Workspace Error: 

This is what happened before.  I clicked register for workspace and received this message:

Workspace registration
You have already registered for Workspace
Please don't register on behalf of another person
Back to Workspace
Error: ERR-W1500


I am leaving for a meeting.  Do you have a suggestion or should I contact you this afternoon when I return?


Callum Sutherland CFP® |                                          
Investment Representative - Quadrus Investment Services 
Certified Financial Planner

Member Financial Planning Association Canada
Member Barrhaven BIA
Volunteer Barrhaven Food Cupboard

150 Marketplace Avenue.
Ottawa, Ontario
613-501-3055

 

 Book Appointment    Follow me on Linkedin

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Monday, November 3, 2025 10:53 AM
To: Callum Sutherland <callum@csutherlandfinancial.ca>
Subject: RE: Action required- Here are your credentials – set up your Workspace (MGA) today

Amazing, let me know if you need any assistance. 😊



From: Callum Sutherland <callum@csutherlandfinancial.ca> 
Sent: November 3, 2025 10:51 AM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today

Canada Life I will attempt it again later today. Thanks, Callum Sutherland CFP® | Investment Representative - Quadrus Investment Services Certified Financial Planner Member Financial Planning Association Canada Member Barrhaven BIA Volunteer

I will attempt it again later today.
Thanks,
Callum Sutherland CFP® |                                          
Investment Representative - Quadrus Investment Services 
Certified Financial Planner

Member Financial Planning Association Canada
Member Barrhaven BIA
Volunteer Barrhaven Food Cupboard

150 Marketplace Avenue.
Ottawa, Ontario
613-501-3055

 

 Book Appointment    Follow me on Linkedin

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Monday, November 3, 2025 10:41 AM
To: Callum Sutherland <callum@csutherlandfinancial.ca>
Subject: RE: Action required- Here are your credentials – set up your Workspace (MGA) today

Hi Callum,

It appears that you are registered.  Try proceeding to Workspace registration.  Happy to connect and walk you through the process.

Here is the MGA RepNet to use:   CALLUM2 

 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 





Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Callum Sutherland <callum@csutherlandfinancial.ca> 
Sent: November 3, 2025 9:09 AM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today

Canada Life Hi Jennifer, I tried to do this when I received the email a few weeks ago. I tried this morning based on this email and I received the same message(see attached). What do you recommend? Callum Sutherland CFP® | Investment Representative

Hi Jennifer,

I tried to do this when I received the email a few weeks ago. I tried this morning based on this email and I received the same message(see attached).  What do you recommend?


Callum Sutherland CFP® |                                          
Investment Representative - Quadrus Investment Services 
Certified Financial Planner

Member Financial Planning Association Canada
Member Barrhaven BIA
Volunteer Barrhaven Food Cupboard

150 Marketplace Avenue.
Ottawa, Ontario
613-501-3055

 

 Book Appointment    Follow me on Linkedin

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Thursday, October 30, 2025 3:00 PM
To: Callum Sutherland <callum@csutherlandfinancial.ca>
Cc: Macleod, Trevor <Trevor.MacLeod@advicecanada.com>
Subject: Action required- Here are your credentials – set up your Workspace (MGA) today


Hi Callum, we noticed that you haven’t registered your MGA Workspace.  Big changes are coming to workspace, and we need everyone to have both of there workspaces for Direct and MGA set up.  

Coming soon will be a consolidate view.  
Please let me know if you have any questions, happy to connect.
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately.
View in browser.

 	 	 

Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Tailor your experience – Register for your MGA Workspace today
Your Canada Life MGA Workspace access is ready. Just use the credentials you received when you joined the MAP program to get started.
Your original credentials:	
First Name:	CALLUM
Last Name:	SUTHERLAND
Advisor code*:	E2458
Activation code:	1-1EQ7U7B

* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life. 
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 	3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 	4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need help? Contact Workspace Support at CLWorkspaceSupport@canadalife.com.




 
 
Canada Life and design are trademarks of The Canada Life Assurance Company.
 



 
 	 	 

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Personnalisez votre expérience – Inscrivez-vous à l’Espace affaires pour AGD dès aujourd’hui
Votre accès à l’Espace affaires pour AGD de la Canada Vie est prêt. Il vous suffit d’utiliser les données d’accès que vous avez reçues lorsque vous vous êtes joint au PAM pour commencer.
Vos données d’accès initiales : 	
Prénom: 	
Nom de famille:	
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 






Besoin d’aide? Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com. 




 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie.",True,2025-11-05T14:02:05.000+0000,False,False,005OH00000AbCcLYAV,2025-11-05T14:02:05.000+0000,005OH00000AbCcLYAV,2025-11-05T16:21:37.000+0000,005OH00000AbCcLYAV,2025-11-05T16:21:37.000+0000,(613)748-3455,(613) 501-3055,callum@csutherlandfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewDIuYAM,False,,23538452,003G0000018f70dIAA,0010A000002wP3yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T14:10:46.000+0000,False,False,005OH00000AdAzSYAV,2025-11-05T14:10:46.000+0000,005OH00000AdAzSYAV,2025-11-05T14:10:46.000+0000,005OH00000AdAzSYAV,2025-11-05T14:10:46.000+0000,(519)520-0994,(519) 520-0994,andrew@ajfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewG29YAE,False,,23537114,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T13:15:55.000+0000,False,False,005OH00000245RQYAY,2025-11-05T13:15:55.000+0000,005OH00000245RQYAY,2025-11-05T13:15:55.000+0000,005OH00000245RQYAY,2025-11-05T13:15:55.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewJw7YAE,False,,23537703,003G0000018f6vSIAQ,0010A000002wOxLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T13:44:48.000+0000,False,False,005OH00000245RQYAY,2025-11-05T13:44:48.000+0000,005OH00000245RQYAY,2025-11-05T13:44:49.000+0000,005OH00000245RQYAY,2025-11-05T13:44:49.000+0000,(819)665-8876,(819) 665-8876,solange.guay@solangefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewNbZYAU,False,,23539207,0030A000006kR2UQAU,001G000000urMrkIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T14:28:17.000+0000,False,False,0050A000000WjqvQAC,2025-11-05T14:28:17.000+0000,0050A000000WjqvQAC,2025-11-05T14:28:18.000+0000,0050A000000WjqvQAC,2025-11-05T14:28:18.000+0000,(613) 777-0794,,heather@caldwelladvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewRKCYA2,False,,23540944,003G000001NsxlQIAR,0010A000002wSeHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Helped user disconnect and reconnect MFA after authentication. Login successful.
=============
Bonjour Pierre,

C’était un plaisir de vous parler aujourd’hui pour vous aider à connecter l’application Google Authenticator à votre compte Espace Affaires.

Durant notre appel, j’ai déconnecté le lien de l’ancien authentificateur pour ensuite connecter un nouveau compte sur Google Authenticator. Au final vous vous êtes connecté au compte Espace Affaires avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-29T15:02:13.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-05T15:04:46.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:02:14.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:02:14.000+0000,514-878-6111,,,514-878-6170,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewTFYYA2,False,,23538339,003OH00000KUkOVYA1,001OH00000P0g2pYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Log in assistance,Medium,"Hello again Jacob,

I do see your account now listed as fully registered. If you are still having trouble signing in currently, please try resetting your password.

If this does not work, please respond to this email with the best phone number and time to reach you at and I can give you a call to have this issue sorted as soon as possible.

I do apologise for the inconvenience.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Annous,Jacob <Jacob.Annous@edwardjones.com> 
Sent: November 4, 2025 12:55 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: Logging Access 

Hello I did register and create password but unfortunately I am still not able to access Jacob Annous, PFP® Financial Planner|Financial Advisor (: 519-623-0317 *: jacob. annous@ edwardjones. com 800 Franklin Blvd, Cambridge, ON, N1R 7Z1, unit C1
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello 

I did register and create password but unfortunately I am still not able to access 
 

Jacob Annous, PFP®
Financial Planner|Financial Advisor 
:   519-623-0317 
:  jacob.annous@edwardjones.com
800 Franklin Blvd, Cambridge, ON, N1R 7Z1, unit C1
EdwardJones 
We Do Money Differently 
Insurance and annuities are offered by Edward Jones Insurance Agency
Tell Us About Yourself:
 Where am I today?
My Priorities Quiz:
 Where do I want to be?


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Tuesday, November 4, 2025 12:37 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Annous,Jacob <Jacob.Annous@edwardjones.com>
Cc: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Logging Access 

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 

Hello Jacob,

Thank you for contacting Canada Life Workspace support. 

When you go to the workspace site, please confirm that you are selecting the ‘Register now’ option not putting in your email and password and signing in.

If you are accessing workspace for the first time, you will need to select this ‘Register now’ option and then go through the registration process with your User ID as directed. 

If you are still having trouble registering after selecting this option, please let us know.


I would like to hear your thoughts about my response to your inquiry today. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 4, 2025 11:26 AM
To: Annous,Jacob <Jacob.Annous@edwardjones.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Logging Access 

Hi Jacob.

I am including @CL Workspace Support in this email to assist you with registering for Workspace.

@CL Workspace Support – Jacob registered their user ID JACOBANNOUS on October 30, 2025 and it trying to register for Workspace.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Annous,Jacob <Jacob.Annous@edwardjones.com> 
Sent: November 4, 2025 10:45 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: Logging Access 

Hello Tina I am still not able to register Jacob Annous, PFP® Financial Planner|Financial Advisor (: 519-623-0317 *: jacob. annous@ edwardjones. com 800 Franklin Blvd, Cambridge, ON, N1R 7Z1, unit C1 EdwardJones We Do Money Differently Insurance

Hello Tina 

I am still not able to register 
 

Jacob Annous, PFP®
Financial Planner|Financial Advisor 
:   519-623-0317 
:  jacob.annous@edwardjones.com
800 Franklin Blvd, Cambridge, ON, N1R 7Z1, unit C1
EdwardJones 
We Do Money Differently 
Insurance and annuities are offered by Edward Jones Insurance Agency
Tell Us About Yourself:
 Where am I today?
My Priorities Quiz:
 Where do I want to be?


From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Thursday, October 30, 2025 6:08 PM
To: Annous,Jacob <Jacob.Annous@edwardjones.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Logging Access 

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 

Hi Jacob.

You registered your user ID JACOBANNOUS today. You will have to wait 2 business days to register for Workspace. You will be able to register for Workspace on Monday, November 3.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Annous,Jacob <Jacob.Annous@edwardjones.com> 
Sent: October 27, 2025 10:35 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Logging Access 

Hello I am a Financial Advisor at Edward jones and I would like to get access for the portal to run some insurance illustrations Thanks Jacob Annous, PFP® Financial Planner|Financial Advisor (: 519-623-0317 *: jacob. annous@ edwardjones. com 800

Hello 

I am a Financial Advisor at Edward jones and I would like to get access for the portal to run some insurance illustrations 

Thanks 

Jacob Annous, PFP®
Financial Planner|Financial Advisor 
:   519-623-0317 
:  jacob.annous@edwardjones.com
800 Franklin Blvd, Cambridge, ON, N1R 7Z1, unit C1
EdwardJones 
We Do Money Differently 
Insurance and annuities are offered by Edward Jones Insurance Agency
Tell Us About Yourself:
 Where am I today?
My Priorities Quiz:
 Where do I want to be?



If you are not the intended recipient of this message (including attachments) or if you have received this message in error, immediately notify us and delete it and any attachments. 

If you do not wish to receive any email messages from Edward Jones, excluding administrative communications, please email this request to Opt-Out@edwardjones.com from the email address you wish to unsubscribe. 

U.S. residents: For important additional information related to this email, visit www.edwardjones.com/us-en/disclosures/email and Privacy Notice. Edward D. Jones & Co., L.P. d/b/a Edward Jones, 12555 Manchester Road, St. Louis, MO 63131 © Edward Jones. All rights reserved. 

Canadian residents: For important additional information related to this email, visit www.edwardjones.ca/ca-en/disclosures/email and Privacy Notice. Edward Jones, 90 Burnhamthorpe Rd West Suite 902 Mississauga, Ontario Canada L5B 3C3 Edward Jones. All rights reserved. 

Si vous n’êtes pas le destinataire désigné de ce message (y compris des pièces jointes) ou si vous avez reçu ceci par erreur, veuillez nous en informer immédiatement et annuler le tout y compris les pièces jointes.

Si vous ne voulez pas recevoir des messages par Internet de Edward Jones, excluant des communications administratives, veuillez envoyer cette demande par courriel à Opt-Out@edwardjones.com à partir de l’adresse par courriel dont vous voulez annuler la souscription. 

Résidents Canadiens: Pour d’autres détails importants relatifs au présent courriel, visitez www.edwardjones.ca/fr/divulgations/email.html Edward Jones, 90 Burnhamthorpe Rd West Suite 902 Mississauga, Ontario Canada L5B 3C3 Edward Jones. Tous droits réservés.",True,2025-11-05T14:07:38.000+0000,False,False,005OH00000BGf2TYAT,2025-11-05T14:07:38.000+0000,005OH00000BGf2TYAT,2025-11-05T14:07:38.000+0000,005OH00000BGf2TYAT,2025-11-05T14:07:38.000+0000,(519)623-0317,,jacob.annous@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewTfJYAU,False,,23538081,0030A000006r1YBQAY,0010A000007gJYSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T14:00:15.000+0000,False,False,005OH000007fgYjYAI,2025-11-05T14:00:15.000+0000,005OH000007fgYjYAI,2025-11-05T14:00:16.000+0000,005OH000007fgYjYAI,2025-11-05T14:00:16.000+0000,(514)894-1589,(514) 894-1589,asantaguida@twmg.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewYIPYA2,False,,23538360,003G0000018f7zuIAA,0010A000002wQ5sQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,"***DDS*** 11/05/25
Name: W. R. LYLE GARRETT

Email:Thank you for contacting the Workspace support group I would be happy to assist you regarding accessing forms.

Please try some brower troubleshooting. 

If possible try using a different web browser and confirm if you are getting the same issue.  For example if you are using Microsoft Edge try using Chrome or vice versa.

You can also try clearing the Cache and Cookie on the web browser.  

For MS Edge please follow these instructions:

How to Clear Cache and Cookie – Microsoft Edge
Steps:
1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’

If you are still having the same issues please take a full screen screen shot of the error screen and reply back.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: garrettclu@gmail.com <garrettclu@gmail.com> 
Sent: November 4, 2025 7:08 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FORMS ACCESS

Unable to access forms 504 Gateway Time-out All other functions appear to be ok E&OE W. R. LYLE GARRETT, CLU, CH. F. C. , EPC 519-661-7555 garrettclu@ gmail. com To send me mail: 79 Gardenwood Dr. , London, ON N6J 3M5 Fax: 519-488-1108 This e-mail
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Unable to access forms

504 Gateway Time-out
All other functions appear to be ok

E&OE

W. R. LYLE GARRETT, CLU, CH.F.C., EPC
519-661-7555
garrettclu@gmail.com

To send me mail:  79 Gardenwood Dr., London, ON   N6J 3M5
Fax:  519-488-1108",True,2025-11-05T15:11:14.000+0000,False,False,005OH00000BGeeHYAT,2025-11-05T14:08:09.000+0000,005OH00000BGeeHYAT,2025-11-05T15:11:14.000+0000,005OH00000BGeeHYAT,2025-11-05T15:11:14.000+0000,(519)661-7555,(519) 661-7555,garrettclu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,148.0
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500OH00000ewcNfYAI,False,,23539142,0030A000006kR2UQAU,001G000000urMrkIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T14:26:52.000+0000,False,False,0050A000000WjqvQAC,2025-11-05T14:26:52.000+0000,0050A000000WjqvQAC,2025-11-05T14:26:53.000+0000,0050A000000WjqvQAC,2025-11-05T14:26:53.000+0000,(613) 777-0794,,heather@caldwelladvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewjtmYAA,False,,23539363,003G0000018f6aoIAA,0010A000002wOY6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support,Medium,"Hello John,

To register for workspace please go to https://workspace.canadalife.com/registration

You will need to enter your User ID and password. 
*If you do not have your User ID,  you can visit this link and select ‘forgot User ID’ or contact Distribution_Methodology@canadalife.com

You will also need to enter your advisor code (comp code)
*If you do not know your advisor code, please contact Distribution_Methodology@canadalife.com

Please let us know if you are having any trouble with your registration.
If you would prefer someone to walk you through these steps over the phone, please reply with the best phone number and time that we can reach you.

I would like to hear your thoughts about my response to your inquiry today. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: John Adkins <john.adkins@adkinsfinancial.com> 
Sent: November 4, 2025 1:37 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] John adkins 

Can you set me up on the MGA workspace please John Adkins CFP CLU CHFC Certified Financial Planner President - Adkins Financial Services 519-569-1205                                                                                          
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Can you set me up on the MGA workspace please 



John Adkins CFP CLU CHFC
Certified Financial Planner
President - Adkins Financial Services 
519-569-1205",True,2025-11-05T14:34:03.000+0000,False,False,005OH00000BGf2TYAT,2025-11-05T14:31:47.000+0000,005OH00000BGf2TYAT,2025-11-05T14:34:03.000+0000,005OH00000BGf2TYAT,2025-11-05T14:34:03.000+0000,(519)720-0936,(519) 569-1205,john.adkins@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,148.0
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500OH00000ewpSzYAI,False,,23542250,003G0000018f7FfIAI,0010A000002wPKSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:29:49.000+0000,False,False,005OH000002N6huYAC,2025-11-05T15:29:49.000+0000,005OH000002N6huYAC,2025-11-05T15:29:50.000+0000,005OH000002N6huYAC,2025-11-05T15:29:50.000+0000,(418)540-3156,(418) 540-3156,audrey@sfgauthier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewq41YAA,False,,23539706,0030A0000029iEuQAI,0010A000002w5zYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T14:39:25.000+0000,False,False,005OH000007fgYjYAI,2025-11-05T14:39:25.000+0000,005OH000007fgYjYAI,2025-11-05T14:39:26.000+0000,005OH000007fgYjYAI,2025-11-05T14:39:26.000+0000,(514)620-0051,(514) 924-0046,cindy.mariani@ipcc.ca,(514)620-8967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewtMrYAI,False,,23540038,0030A0000029ngUQAQ,0010A000002wAWKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T14:46:18.000+0000,False,False,0050A000000WjqvQAC,2025-11-05T14:46:18.000+0000,0050A000000WjqvQAC,2025-11-05T14:46:18.000+0000,0050A000000WjqvQAC,2025-11-05T14:46:18.000+0000,(613)224-8344,(613) 799-7641,mitch.lemaire@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ewvF0YAI,False,,23540896,003G0000018f6RuIAI,0010A000002wOOFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:03:52.000+0000,False,False,0050A000000WjqvQAC,2025-11-05T15:03:52.000+0000,0050A000000WjqvQAC,2025-11-05T15:03:53.000+0000,0050A000000WjqvQAC,2025-11-05T15:03:53.000+0000,(613)267-3550,,dave@twealthsolutions.ca,(613)267-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ex00BYAQ,False,,23540995,0030A0000029gGEQAY,0010A000002w4K6QAI,,,,,,,012OH000000ijW5YAI,Open,,Email,,Wealth Client Listing Request,Medium,Wealth Client Listing provided,False,,False,False,005OH0000071DK9YAM,2025-11-05T15:05:35.000+0000,005OH0000071DK9YAM,2025-11-05T15:05:36.000+0000,005OH0000071DK9YAM,2025-11-05T15:05:36.000+0000,(705)566-5320,(705) 562-5320,peter@abacusgroup.net,(705)566-2585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ex00CYAQ,False,,23541038,003G0000018f6vSIAQ,0010A000002wOxLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:06:16.000+0000,False,False,005OH00000245RQYAY,2025-11-05T15:06:16.000+0000,005OH00000245RQYAY,2025-11-05T15:06:17.000+0000,005OH00000245RQYAY,2025-11-05T15:06:17.000+0000,(819)665-8876,(819) 665-8876,solange.guay@solangefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ex0ctYAA,False,,23542030,0030A0000029cDDQAY,0010A000002w11GQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:25:33.000+0000,False,False,005OH000004oiYEYAY,2025-11-05T15:25:33.000+0000,005OH000004oiYEYAY,2025-11-05T15:25:34.000+0000,005OH000004oiYEYAY,2025-11-05T15:25:34.000+0000,(519)735-4500,,kswayze@assante.com,(519)735-4549,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ex0eUYAQ,False,,23542253,0030A0000029jvbQAA,0010A000002w7LZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:29:54.000+0000,False,False,005OH000003ds0PYAQ,2025-11-05T15:29:54.000+0000,005OH000003ds0PYAQ,2025-11-05T15:29:54.000+0000,005OH000003ds0PYAQ,2025-11-05T15:29:54.000+0000,(705)476-5422,,jmanson@assante.com,(705)476-7842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ex0tjYAA,False,,23543623,0030A000002C5F1QAK,0010A000002ycqAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:54:45.000+0000,False,False,0055o000001NWfMAAW,2025-11-05T15:54:45.000+0000,0055o000001NWfMAAW,2025-11-05T15:54:46.000+0000,0055o000001NWfMAAW,2025-11-05T15:54:46.000+0000,(905)479-5806,6472318333,xiaoyan.w888@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ex4VEYAY,False,,23543162,0030A00000BlfOoQAJ,0010A00000CLyE4QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:46:13.000+0000,False,False,005OH000003ds0PYAQ,2025-11-05T15:46:13.000+0000,005OH000003ds0PYAQ,2025-11-05T15:46:14.000+0000,005OH000003ds0PYAQ,2025-11-05T15:46:14.000+0000,(866)382-8352,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ex4dHYAQ,False,,23542195,0030A0000029nZNQAY,0010A000002wAPrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:28:40.000+0000,False,False,005OH0000084GETYA2,2025-11-05T15:28:40.000+0000,005OH0000084GETYA2,2025-11-05T15:28:40.000+0000,005OH0000084GETYA2,2025-11-05T15:28:40.000+0000,(905)764-3045,,mpw@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ex7HlYAI,False,,23541241,0035o000003QfmyAAC,0015o0000043Qc5AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:10:32.000+0000,False,False,005OH000004oiYEYAY,2025-11-05T15:10:32.000+0000,005OH000004oiYEYAY,2025-11-05T15:10:32.000+0000,005OH000004oiYEYAY,2025-11-05T15:10:32.000+0000,(519)339-6882,,spencer@fatherandsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ex9JaYAI,False,,23541483,003OH00000TE1BdYAL,001OH00000ZaQPuYAN,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-11-05T15:25:05.000+0000,False,False,005OH000008H6lxYAC,2025-11-05T15:15:13.000+0000,005OH000008H6lxYAC,2025-11-05T15:25:06.000+0000,005OH000008H6lxYAC,2025-11-05T15:25:06.000+0000,(819)388-4977,,christianjacques@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008H6lxYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ex9bKYAQ,False,,23541996,003G0000018f6yXIAQ,0010A000002wP1BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"***DDS***
Called User back and there was no docusign in their email. User had already deleted it. Referred User to client services. 

****DDS***11/05/2025
User having issues printing seg funds application through workspace, did a logmein session got some screenshots and will be calling User back to have them try searching for ""docusign"" in their email. If no docusign, i will be referring User to Client services.

***Email Chain***8
Hello Ash, 

     Thank you contacting workspace support. This is Busayo. Just to recap our conversation, you had called about an issue with printing a seg fund application you submitted on October 9th, 2025. I advised to try searching your inbox for an email from “dousign”. You advised you couldn’t locate it as it might have been deleted. The next step would be to reach out to client services at 1-888-252-1847, with your tracking ID or REQ#. For next time, ensure to save the docusign email for the seg fund applications, just in case you might need it. It was a pleasure assisting you today. Please do not hesitate to reach out, if you have any more questions or concerns. Have a good day!

I would really appreciate, If you could please take a moment to fill out this survey to tell me how I did. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T16:08:35.000+0000,False,False,005OH00000BFQFHYA5,2025-11-05T15:24:41.000+0000,005OH00000BFQFHYA5,2025-11-05T16:17:13.000+0000,005OH00000BFQFHYA5,2025-11-05T16:17:13.000+0000,(519)857-8366,(519) 857-8366,ash@ashgoela.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exFLlYAM,False,,23542013,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:25:07.000+0000,False,False,0050A000000WjqvQAC,2025-11-05T15:25:07.000+0000,0050A000000WjqvQAC,2025-11-05T15:25:07.000+0000,0050A000000WjqvQAC,2025-11-05T15:25:07.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exIpxYAE,False,,23544329,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,Wealth Client Listing provided,True,2025-11-05T16:06:34.000+0000,False,False,005OH0000071DK9YAM,2025-11-05T16:06:34.000+0000,005OH0000071DK9YAM,2025-11-06T15:14:02.000+0000,005OH0000071DK9YAM,2025-11-06T15:14:02.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exJIvYAM,False,,23542337,0030A0000029bQkQAI,0010A000002w0NUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:31:37.000+0000,False,False,005OH000004oiYEYAY,2025-11-05T15:31:37.000+0000,005OH000004oiYEYAY,2025-11-05T15:31:37.000+0000,005OH000004oiYEYAY,2025-11-05T15:31:37.000+0000,(519)664-3066,Carol X 216,kyler@lakewoodwealth.ca,(519)664-2146,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exLKmYAM,False,,23543355,0030A0000029ikfQAA,0010A000002w6OIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:49:57.000+0000,False,False,005OH000004oiYEYAY,2025-11-05T15:49:57.000+0000,005OH000004oiYEYAY,2025-11-05T15:49:58.000+0000,005OH000004oiYEYAY,2025-11-05T15:49:58.000+0000,(519)291-5316,,rob.quarry@iaprivatewealth.ca,(519)291-5121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exNJMYA2,False,,23545495,0030A00000ApXzDQAV,0010A00000BPEBjQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:25:22.000+0000,False,False,005OH00000245RQYAY,2025-11-05T16:25:22.000+0000,005OH00000245RQYAY,2025-11-05T16:25:23.000+0000,005OH00000245RQYAY,2025-11-05T16:25:23.000+0000,(514)334-8701,(514) 531-2134,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exNUdYAM,False,,23543484,0030A0000029WwlQAE,0010A000002vwc3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:52:16.000+0000,False,False,0055o000002DK5fAAG,2025-11-05T15:52:16.000+0000,0055o000002DK5fAAG,2025-11-05T15:52:16.000+0000,0055o000002DK5fAAG,2025-11-05T15:52:16.000+0000,(905)570-1200,(289) 260-7638,blair.laxdal@dfsin.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exNuQYAU,False,,23544110,0030A0000029k1QQAQ,0010A000002w7QVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:02:46.000+0000,False,False,005OH000004oiYEYAY,2025-11-05T16:02:46.000+0000,005OH000004oiYEYAY,2025-11-05T16:02:46.000+0000,005OH000004oiYEYAY,2025-11-05T16:02:46.000+0000,(519)524-2451,,valerie@lakehuronlife.com,(519)612-2452,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exQvaYAE,False,,23544191,0030A000008savRQAQ,0010A000009nVxfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:04:14.000+0000,False,False,0055o000002KxaMAAS,2025-11-05T16:04:14.000+0000,0055o000002KxaMAAS,2025-11-05T16:04:14.000+0000,0055o000002KxaMAAS,2025-11-05T16:04:14.000+0000,(780)918-7214,(780) 918-7214,murray.smith@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exR8TYAU,False,,23543678,0030A0000029Z22QAE,0010A000002vyMxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:55:26.000+0000,False,False,005OH000003ds0PYAQ,2025-11-05T15:55:26.000+0000,005OH000003ds0PYAQ,2025-11-05T15:55:26.000+0000,005OH000003ds0PYAQ,2025-11-05T15:55:26.000+0000,(905)631-6599,905-483-4015,les@lesmroz.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exSCYYA2,False,,23543631,003G0000018f73wIAA,0010A000002wP7GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:54:49.000+0000,False,False,005OH000002N6huYAC,2025-11-05T15:54:49.000+0000,005OH000002N6huYAC,2025-11-05T15:54:50.000+0000,005OH000002N6huYAC,2025-11-05T15:54:50.000+0000,(418)439-1080,(418) 657-0228,guylaine@refleka.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exT3nYAE,False,,23544277,0030A000005x8xUQAQ,0010A000006hfL6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:05:36.000+0000,False,False,0055o000001h4cFAAQ,2025-11-05T16:05:36.000+0000,0055o000001h4cFAAQ,2025-11-05T16:05:37.000+0000,0055o000001h4cFAAQ,2025-11-05T16:05:37.000+0000,(204)962-2696,,nicholas.louizos@insurus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exUHZYA2,False,,23543315,003OH000007WMMMYA4,001OH000009G3MiYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:49:11.000+0000,False,False,005OH000003ds0PYAQ,2025-11-05T15:49:11.000+0000,005OH000003ds0PYAQ,2025-11-05T15:49:11.000+0000,005OH000003ds0PYAQ,2025-11-05T15:49:11.000+0000,(705)529-9831,,levi@middleretirement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exWWJYA2,False,,23544901,003OH00000Wkp0NYAR,001OH00000eIsfnYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:16:07.000+0000,False,False,005OH000007fgYjYAI,2025-11-05T16:16:07.000+0000,005OH000007fgYjYAI,2025-11-05T16:16:08.000+0000,005OH000007fgYjYAI,2025-11-05T16:16:08.000+0000,(819)825-0007X101,,caroline@gilbertetassocies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exWWKYA2,False,,23545009,0030A0000029o7VQAQ,0010A000002wApvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:17:29.000+0000,False,False,005OH000003ds0PYAQ,2025-11-05T16:17:29.000+0000,005OH000003ds0PYAQ,2025-11-05T16:17:30.000+0000,005OH000003ds0PYAQ,2025-11-05T16:17:30.000+0000,(905)485-0070X225,,lrabrams@yahoo.com,(905)485-0071,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exWjCYAU,False,,23543723,003OH00000IHPEFYA5,001OH00000MSWgJYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T15:56:13.000+0000,False,False,005OH000002N6huYAC,2025-11-05T15:56:13.000+0000,005OH000002N6huYAC,2025-11-05T15:56:13.000+0000,005OH000002N6huYAC,2025-11-05T15:56:13.000+0000,(450)275-3733,,kim@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exY3SYAU,False,,23544237,0035o000005iM2gAAE,0010A000002wAOLQA2,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,"the user requested a client listing, but we were unable to validate their access. if they require assistance, we asked them to reach out to C&L",True,2025-11-05T16:04:58.000+0000,False,False,005OH000002iN7rYAE,2025-11-05T16:04:58.000+0000,005OH000002iN7rYAE,2025-11-05T16:04:58.000+0000,005OH000002iN7rYAE,2025-11-05T16:04:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exZ5xYAE,False,,23543743,003G0000018f7g2IAA,0010A000002wPmbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Process question related to forms, transferred",True,2025-11-05T16:12:34.000+0000,False,False,005OH00000BFQFGYA5,2025-11-05T15:56:35.000+0000,005OH00000BFQFGYA5,2025-11-05T16:12:34.000+0000,005OH00000BFQFGYA5,2025-11-05T16:12:34.000+0000,(450) 582-4777,(514) 592-2896,jacques@daneault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exagNYAQ,False,,23545258,003G0000018f76nIAA,0010A000002wPA7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:21:30.000+0000,False,False,005OH000002N6huYAC,2025-11-05T16:21:30.000+0000,005OH000002N6huYAC,2025-11-05T16:21:30.000+0000,005OH000002N6huYAC,2025-11-05T16:21:30.000+0000,(514)931-4242,,alain@aliannicole.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exbnjYAA,False,,23545712,0030A0000029nl3QAA,0010A000002wAZbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:29:16.000+0000,False,False,005OH000004oiYEYAY,2025-11-05T16:29:16.000+0000,005OH000004oiYEYAY,2025-11-05T16:29:16.000+0000,005OH000004oiYEYAY,2025-11-05T16:29:16.000+0000,(519)326-8883,(519) 965-2320,johnb@ipcleamington.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exedVYAQ,False,,23544195,0030A0000029p7VQAQ,0010A000002wBeJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:04:14.000+0000,False,False,005OH000003ds0PYAQ,2025-11-05T16:04:14.000+0000,005OH000003ds0PYAQ,2025-11-05T16:04:15.000+0000,005OH000003ds0PYAQ,2025-11-05T16:04:15.000+0000,(905)668-3070,(905) 706-8136,leslie.edmunds@igpwm.ca,(905)668-4089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exf9nYAA,False,,23545691,0030A0000029nl3QAA,0010A000002wAZbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:28:54.000+0000,False,False,005OH000004oiYEYAY,2025-11-05T16:28:54.000+0000,005OH000004oiYEYAY,2025-11-05T16:28:55.000+0000,005OH000004oiYEYAY,2025-11-05T16:28:55.000+0000,(519)326-8883,(519) 965-2320,johnb@ipcleamington.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exkFvYAI,False,,23545251,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:21:26.000+0000,False,False,0055o000002KxmIAAS,2025-11-05T16:21:26.000+0000,0055o000002KxmIAAS,2025-11-05T16:21:26.000+0000,0055o000002KxmIAAS,2025-11-05T16:21:26.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exkuDYAQ,False,,23544720,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:13:09.000+0000,False,False,005OH000004pk06YAA,2025-11-05T16:13:09.000+0000,005OH000004pk06YAA,2025-11-05T16:13:09.000+0000,005OH000004pk06YAA,2025-11-05T16:13:09.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exkxUYAQ,False,,23545372,0030A00000A0t36QAB,0010A00000Aa4n7QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:23:20.000+0000,False,False,0055o000001h4cFAAQ,2025-11-05T16:23:20.000+0000,0055o000001h4cFAAQ,2025-11-05T16:23:20.000+0000,0055o000001h4cFAAQ,2025-11-05T16:23:20.000+0000,(431)441-0989,,afernandez@uonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exlK7YAI,False,,23547249,0035o000007h9lvAAA,0015o000008OKuIAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:53:53.000+0000,False,False,005OH000007fgYjYAI,2025-11-05T16:53:53.000+0000,005OH000007fgYjYAI,2025-11-05T16:53:53.000+0000,005OH000007fgYjYAI,2025-11-05T16:53:53.000+0000,(418)719-3893,,cynthiapg@lavoutecsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exmT4YAI,False,,23546493,0030A0000029X3IQAU,0010A000002vwifQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:42:20.000+0000,False,False,005OH000005URvxYAG,2025-11-05T16:42:20.000+0000,005OH000005URvxYAG,2025-11-05T16:42:20.000+0000,005OH000005URvxYAG,2025-11-05T16:42:20.000+0000,(780)668-1770,,jason@zdybfinancials.com,(780)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exnTvYAI,False,,23545659,0030A00000845BUQAY,0010A000008wdQ4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:28:30.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T16:28:30.000+0000,005OH000006owoYYAQ,2025-11-05T16:28:30.000+0000,005OH000006owoYYAQ,2025-11-05T16:28:30.000+0000,(306)782-6450,,david.dutcheshen@nbc.ca,(306)782-3460,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exnfCYAQ,False,,23545057,003G0000018f7MyIAI,0010A000002wPSdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"Assistance with Workspace registration.
reset REp Net password
EMAIL************************************
Hi Kevin,

It was a pleasure assisting you with your Workspace registration process today, as you have gain access to your Rep net account please complete the next step for the Workspace Registration.

Here are the steps below for the registration process:
 
1. Follow the registration link
•	https://workspace.canadalife.com/registration
•	https://espaceaffaires.canadavie.com/inscription
 
2. Enter the RepNet user ID and Password
 
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
 
7. A verification email will be sent to your email address
 
 
 
 
8. Verify the email by clicking Verify Now. Your account will be activated once the email is verified
 
 
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.cnadalife.com
•	https://espaceaffaires.canadavie.com
 
 
 
11. You then enter your email and password to access Workspace.

We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link Survey

Feel free to reach us if you need any further assistance.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T17:00:40.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-05T16:18:21.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:41:16.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:41:16.000+0000,(647)986-8693,,kevin.hayes@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exp9AYAQ,False,,23547083,0030A0000029k1zQAA,0010A000002w7QuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:51:10.000+0000,False,False,0055o000001NWfMAAW,2025-11-05T16:51:10.000+0000,0055o000001NWfMAAW,2025-11-05T16:51:10.000+0000,0055o000001NWfMAAW,2025-11-05T16:51:10.000+0000,(905)307-8999,(647) 402-1768,carrie.lin@meritrust.ca,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000expPHYAY,False,,23545454,003OH00000WMTNWYA5,001OH00000dda8lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:24:47.000+0000,False,False,0055o000001h4cFAAQ,2025-11-05T16:24:47.000+0000,0055o000001h4cFAAQ,2025-11-05T16:24:47.000+0000,0055o000001h4cFAAQ,2025-11-05T16:24:47.000+0000,(204)929-2192,,brandyelliott@cfinance.biz,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exq0PYAQ,False,,23547169,0030A0000029bU3QAI,0010A000002w0PuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,"call from field to place halt trade on acct, and add notes to IC for possible fraudulent activity. email sent to field as requested.",True,2025-11-05T17:14:17.000+0000,False,False,005OH000006uYrkYAE,2025-11-05T16:52:41.000+0000,005OH000006uYrkYAE,2025-11-05T17:14:17.000+0000,005OH000006uYrkYAE,2025-11-05T17:14:17.000+0000,(705)362-5888,,bwilson@assurancewilson.com,(705)362-8111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exqA2YAI,False,,23545669,003G0000018f6emIAA,0010A000002wOcoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"Setting up appointment for a call back - Call back 10NOV2025, AT 1PM/EST",Medium,"To: peter@leonardgroup.ca
Hi Stephanie and Peter,

Thank you for your response, I will call Peter Monday, November 10th at 01:00PM (EST).

Have a wonderful day!

From: stephanie.foley@leonardgroup.ca <stephanie.foley@leonardgroup.ca> 
Sent: November 5, 2025 11:08 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; peter@leonardgroup.ca
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Case 23545669: RE: [EXT] Canada Life MGA Workspace Access

Good afternoon, Thank you for the assistance! Direct Code: LL10076/W5690 National Code: 16157 Time zone: Eastern Time Dates: 1 - Monday, November 10th at 1pm EASTERN 2 – Tuesday, November 11th at 3pm EASTERN 3 – Wednesday, November 12th at 9am
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Good afternoon, 

Thank you for the assistance!

Direct Code: LL10076/W5690
National Code: 16157
Time zone: Eastern Time
Dates:
1 - Monday, November 10th at 1pm EASTERN
2 – Tuesday, November 11th at 3pm EASTERN
3 – Wednesday, November 12th at 9am EASTERN

Thank you,
Stephanie Foley
Manager of Operations and Client Relations
Leonard Group Financial
307-9 Broad St., Brockville, ON  K6V 6Z4
Office Hours – Monday to Friday 8am to 4pm
613-342-2555 | Fax: 613-342-2558 | www.leonardgroup.ca  
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line. 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Wednesday, November 5, 2025 11:29 AM
To: peter@leonardgroup.ca
Cc: Foley, Stephanie <stephanie.foley@leonardgroup.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: Case 23545669: RE: [EXT] Canada Life MGA Workspace Access

Good morning Peter,

It’s been brought to our attention that you need assistance to register on Workspace.

I would like to set up a phone call with you to help you on the registration process. kindly provide the following details to help us schedule a callback:
•	Your advisor codes
•	Your time zone
•	Three preferred dates and times for a callback
•	We will reach you at the phone number on file

If you don’t need assistance while registering on workspace, once you have on hands your User ID and User ID password, please follow the procedure below:
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please select the MGA association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 5, 2025 7:34 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; peter@leonardgroup.ca; Foley, Stephanie <stephanie.foley@leonardgroup.ca>
Subject: RE: [EXT] Canada Life MGA Workspace Access

@CL Workspace Support – please assist Peter Leonard with registering for Workspace under the MGA channel.  They already have an Workspace account under the Advisor Solutions channel.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: stephanie.foley@leonardgroup.ca <stephanie.foley@leonardgroup.ca> 
Sent: November 5, 2025 9:27 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: [EXT] Canada Life MGA Workspace Access

Hi Sarah, We are going to need assistance. Peter has been trying to register with MGA Workspace; however, his computer is recognizing his Canada Life Direct Workspace and isn’t allowing him to register for MGA Workspace. Is there a number

Hi Sarah,

We are going to need assistance. Peter has been trying to register with MGA Workspace; however, his computer is recognizing his Canada Life Direct Workspace and isn’t allowing him to register for MGA Workspace. Is there a number to call for assistance?

Thank you,
Stephanie Foley
Manager of Operations and Client Relations
Leonard Group Financial
307-9 Broad St., Brockville, ON  K6V 6Z4
Office Hours – Monday to Friday 8am to 4pm
613-342-2555 | Fax: 613-342-2558 | www.leonardgroup.ca  
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line. 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Tuesday, October 7, 2025 11:57 AM
To: peter@leonardgroup.ca
Cc: Foley, Stephanie <stephanie.foley@leonardgroup.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: [EXT] Canada Life MGA Workspace Access

Hi Peter,

You registered your MGA user ID back in 2010 under the ID LEONARD2010. You may proceed to registering for MGA Workspace.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com  
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: peter@leonardgroup.ca <peter@leonardgroup.ca> 
Sent: October-06-25 10:07
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Foley, Stephanie <stephanie.foley@leonardgroup.ca>
Subject: [EXT] Canada Life MGA Workspace Access

Hello, I would like to register for MGA Workspace. I do not have activation code yet. Can you please assist. Take care, Peter Leonard Quadrus Investment Services Ltd. Investment Representative Leonard Group Financial, Inc. President 307-9 Broad

Hello,

I would like to register for MGA Workspace. I do not have activation code yet.

Can you please assist.

Take care,
Peter Leonard
Quadrus Investment Services Ltd.   Investment Representative
Leonard Group Financial, Inc.   President
307-9 Broad St.,Brockville, ON K6V 6Z4
613-342-2555 Fax: 613-342-2558 www.leonardgroup.ca
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-05T16:28:36.000+0000,False,False,005OH00000AbCcLYAV,2025-11-05T16:28:36.000+0000,005OH00000AbCcLYAV,2025-11-05T18:58:09.000+0000,005OH00000AbCcLYAV,2025-11-05T18:58:09.000+0000,(613)342-2555,(613) 498-5277,admin@leonardgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exqTOYAY,False,,23545524,003OH000005YZZxYAO,001OH000006zHN3YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:25:55.000+0000,False,False,005OH000007fgYjYAI,2025-11-05T16:25:55.000+0000,005OH000007fgYjYAI,2025-11-05T16:25:56.000+0000,005OH000007fgYjYAI,2025-11-05T16:25:56.000+0000,(514)222-7324,,jonathan-gagnon@lafond.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exqwVYAQ,False,,23547395,0030A000006RoK3QAK,0010A000007DHAJQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,Was able to change his workspace email from his old email.,True,2025-11-05T16:56:22.000+0000,False,False,005OH00000BFPZIYA5,2025-11-05T16:56:22.000+0000,005OH00000BFPZIYA5,2025-11-05T16:56:23.000+0000,005OH00000BFPZIYA5,2025-11-05T16:56:23.000+0000,(613)591-0337,(613) 850-4594,paskal@ecivda.com,(613)591-0338,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000extUWYAY,False,,23547098,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:51:25.000+0000,False,False,005OH000005URvxYAG,2025-11-05T16:51:25.000+0000,005OH000005URvxYAG,2025-11-05T16:51:26.000+0000,005OH000005URvxYAG,2025-11-05T16:51:26.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exydqYAA,False,,23546285,0030A0000029otuQAA,0010A000002wBTrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:39:07.000+0000,False,False,005OH000005URvxYAG,2025-11-05T16:39:07.000+0000,005OH000005URvxYAG,2025-11-05T16:39:08.000+0000,005OH000005URvxYAG,2025-11-05T16:39:08.000+0000,(780)966-5084,,cboyle@legacyfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000exzjaYAA,False,,23546701,0035o000007ij0rAAA,0015o000008QAICAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:45:22.000+0000,False,False,005OH000007fgYjYAI,2025-11-05T16:45:22.000+0000,005OH000007fgYjYAI,2025-11-05T16:45:23.000+0000,005OH000007fgYjYAI,2025-11-05T16:45:23.000+0000,(514)996-3639,,m.abinasr@oryus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ey0cWYAQ,False,,23549104,0030A0000029lxCQAQ,0010A000002w8zeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:22:34.000+0000,False,False,005OH000005URvxYAG,2025-11-05T17:22:34.000+0000,005OH000005URvxYAG,2025-11-05T17:22:34.000+0000,005OH000005URvxYAG,2025-11-05T17:22:34.000+0000,(780)709-0711,,dan@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ey1tUYAQ,False,,23547005,003G0000018f6bYIAQ,0010A000002wOYqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Conquest - al clients and plan under read only

=======================
Thank you !  I have resubmitted my form.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 5, 2025 12:29 PM
To: Allan, Paul J. (LL) <paulallan@awig.ca>
Subject: 23547005 - Conquest - plan under read only

Hi Paul,

Thank you for contacting the workspace support as you cannot make some edits on your client details.

We were able to identify that you are under a read only status and you just basically need to reenrol to the Canada Life Digital Toolkit. We have also provided you the form for you to do the process. Canada Life Digital Toolkit Re-enrolment form

Thank you very much for your time. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-05T17:23:12.000+0000,False,False,005OH00000BFPZHYA5,2025-11-05T16:49:53.000+0000,005OH00000BFPZHYA5,2025-11-05T23:12:48.000+0000,005OH00000BFPZHYA5,2025-11-05T23:12:48.000+0000,(905)401-5784,(905) 401-5784,paulallan@awig.ca,(289)362-2047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ey2WBYAY,False,,23546581,003OH0000048Y2NYAU,001OH000005E0LZYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:43:35.000+0000,False,False,005OH000005URvxYAG,2025-11-05T16:43:35.000+0000,005OH000005URvxYAG,2025-11-05T16:43:36.000+0000,005OH000005URvxYAG,2025-11-05T16:43:36.000+0000,(780)231-9147,,jennifer@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ey3oqYAA,False,,23548231,0030A0000029itcQAA,0010A000002w6VEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:09:16.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T17:09:16.000+0000,005OH000006owoYYAQ,2025-11-05T17:09:16.000+0000,005OH000006owoYYAQ,2025-11-05T17:09:16.000+0000,(306)781-0500,,donna.schneider@nbc.ca,(306)781-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ey5aVYAQ,False,,23547121,003OH00000M95icYAB,001OH00000QumUjYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS***
User having issues signing into workspace.

***email chain****
Hello Laurie,

    Thank you for contacting Canada life Workspace support. Glad we were able to get your MFA setup and get you connected to your workspace account. Please do not hesitate to reach out, if you have any more questions or concerns. Have a good day!

I would really appreciate if you could take a moment to fill out this survey to tell me how I did. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T17:43:35.000+0000,False,False,005OH00000BFQFHYA5,2025-11-05T16:51:56.000+0000,005OH00000BFQFHYA5,2025-11-05T19:12:17.000+0000,005OH00000BFQFHYA5,2025-11-05T19:12:17.000+0000,(306)551-9847,,ldavison@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ey8JpYAI,False,,23547018,0030A0000029msxQAA,0010A000002w9ouQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:50:04.000+0000,False,False,005OH000005URvxYAG,2025-11-05T16:50:04.000+0000,005OH000005URvxYAG,2025-11-05T16:50:04.000+0000,005OH000005URvxYAG,2025-11-05T16:50:04.000+0000,(780)608-7797,(780) 668-2289,tim@vantfinancial.com,(780)608-7726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ey8uxYAA,False,,23547674,003OH00000WMTNWYA5,001OH00000dda8lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:00:09.000+0000,False,False,0055o000001h4cFAAQ,2025-11-05T17:00:09.000+0000,0055o000001h4cFAAQ,2025-11-05T17:00:09.000+0000,0055o000001h4cFAAQ,2025-11-05T17:00:09.000+0000,(204)929-2192,,brandyelliott@cfinance.biz,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ey9RBYAY,False,,23547135,0030A0000029i7eQAA,0010A000002w5t5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:52:14.000+0000,False,False,005OH000005URvxYAG,2025-11-05T16:52:14.000+0000,005OH000005URvxYAG,2025-11-05T16:52:15.000+0000,005OH000005URvxYAG,2025-11-05T16:52:15.000+0000,(587)402-8590,,paulla@adamitzfinancial.com,(800)740-4002,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyABzYAM,False,,23548466,0030A0000029kK1QAI,0010A000002w7g3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Policy Details,Medium,"To: stromski@execulink.com

Hi Stanley,

It was a pleasure speaking on the phone with you earlier regarding printing and saving of statements and summaries from Workspace.

I’m glad we were able to go through and repeat the process of printing and saving the summary and statement of the policy 23547975.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T17:32:25.000+0000,False,False,005OH00000AbCcLYAV,2025-11-05T17:13:13.000+0000,005OH00000AbCcLYAV,2025-11-05T17:32:26.000+0000,005OH00000AbCcLYAV,2025-11-05T17:32:26.000+0000,(905)892-1296,,stromski@execulink.com,(905)892-9954,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyCKEYA2,False,,23547559,0030A0000029g9TQAQ,0010A000002w4DPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T16:59:08.000+0000,False,False,005OH000004pk06YAA,2025-11-05T16:59:08.000+0000,005OH000004pk06YAA,2025-11-05T16:59:08.000+0000,005OH000004pk06YAA,2025-11-05T16:59:08.000+0000,(905)518-2277,,ryan@dibbleyfinancial.com,(905)366-6182,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyCbzYAE,False,,23548144,003OH00000OqLAeYAN,001OH00000UDTMSYA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,caller requested to have the Microsoft authenticator removed after authentication I called them back at the number in Siebel - see case 23549080,True,2025-11-05T17:31:52.000+0000,False,False,005OH00000BFQFEYA5,2025-11-05T17:07:47.000+0000,005OH00000BFQFEYA5,2025-11-05T17:43:42.000+0000,005OH00000BFQFEYA5,2025-11-05T17:43:42.000+0000,(587)585-4174,,hakamsinghbal91@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyCs6YAE,False,,23547777,0030A0000029iFkQAI,0010A000002w60EQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:02:08.000+0000,False,False,005OH000004pk06YAA,2025-11-05T17:02:08.000+0000,005OH000004pk06YAA,2025-11-05T17:02:09.000+0000,005OH000004pk06YAA,2025-11-05T17:02:09.000+0000,(905)415-2214X1,,niman.financial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyElrYAE,False,,23549498,003G000001EHrXFIA1,0010A000002wRwXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,"*dds*
user was able to resolve their own issue as stated in the email chain
*email*

Good afternoon Mike, 

I can resolve this for now, please let us know if the issue returns. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Michel Noel <Michel.Noel@omg.ca> 
Sent: November 6, 2025 9:03 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Simple Protect - System Error - Oops, something went wrong - Coral - 23549498

Hi Mike, I have bypassed the issue by changing the answer to the question asking if the current application is to replace another policy. I changed my answer to ‘No’ and the issue is now resolved. The application number is 60916205-8 in case
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Mike,

I have bypassed the issue by changing the answer to the question asking if the current application is to replace another policy.  I changed my answer to ‘No’ and the issue is now resolved.

The application number is 60916205-8 in case you still want to investigate.

Michel
 
 	Michel Noël CPA, CA, CFP
Conseiller en gestion de patrimoine
Wealth Management Consultant
Owens MacFadyen Group
633 rue Main St., 3ème étage/3rd Floor
Moncton, NB, E1C 9X9
T: 506·863·6400  www.omg.ca
 

Veuillez ne pas envoyer par courriel des instructions relatives à des transactions. Il n’y a aucune assurance que nous les recevions ou que nous en ayons connaissance en temps utile. Les instructions reçues par courriel seront prises en compte seulement après vérification avec vous par téléphone ou en personne. Si vous souhaitez effectuer une transaction, veuillez composer le 506-863-6400.
Le contenu de ce courriel s’adresse uniquement au destinataire et peut être confidentiel, exclusif ou protégé. Si vous n’êtes pas le destinataire, veuillez immédiatement communiquer avec l’expéditeur car il s’agit d’un message non autorisé. Vous devez de plus le supprimer sans l’imprimer, le divulguer, le copier, l’utiliser, le distribuer ou le conserver de quelque manière ou sous quelque forme que ce soit.  
Pour vous désabonner de la liste de distribution du cabinet Owens MacFadyen Group, cliquez ici ou envoyez un courriel à unsubscribe@omg.ca en indiquant « Désabonnement » dans l’objet.

Please do not send trading instructions by email. There are no assurances that we will receive them or be aware of them on a timely basis. All trading instructions received by email will not be acted upon until they are verified with you by phone or in person. If you have a transaction you would like to do, please call 506-863-6400.
This Internet email message is intended for the addressee only and may contain confidential and/or privileged information. If you are not the addressee, please contact the sender immediately as an unauthorized communication has occurred requiring that you delete the message without printing, disclosing, copying, using, distributing or retaining in any manner or in any form whatsoever, the message or any of its contents.
To unsubscribe from all future email from Owens MacFadyen Group, click here or send an email to unsubscribe@omg.ca with “unsubscribe” in the subject line.
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, November 5, 2025 3:45 PM
To: Michel Noel <Michel.Noel@omg.ca>
Subject: Simple Protect - System Error - Oops, something went wrong - Coral - 23549498

	You don't often get email from workspacesupport@canadalife.com. Learn why this is important 

 EXTERNAL EMAIL: Do not click links or attachments unless you recognize the sender and know the content is safe.

Good afternoon Michel, 

We received your ticket from our support team with a request for more information. Can you please provide the application number or if you are receiving the error before you start the app please capture screen shots of the screen right before you receive the error and then provide a screenshot that includes your entire browser window so they can see the URL?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T22:46:30.000+0000,False,False,005OH000008919xYAA,2025-11-05T17:28:54.000+0000,005OH000008919xYAA,2025-11-06T22:46:30.000+0000,005OH000008919xYAA,2025-11-06T22:46:30.000+0000,(506)863-6400,,michel.noel@omg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyEytYAE,False,,23550578,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:46:07.000+0000,False,False,005OH000004pk06YAA,2025-11-05T17:46:07.000+0000,005OH000004pk06YAA,2025-11-05T17:46:07.000+0000,005OH000004pk06YAA,2025-11-05T17:46:07.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyFtDYAU,False,,23549307,003G0000018f6qqIAA,0010A000002wOsaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,Intake Form Delivered,True,2025-11-05T17:26:05.000+0000,False,False,005OH0000071DK9YAM,2025-11-05T17:26:05.000+0000,005OH0000071DK9YAM,2025-11-05T17:26:05.000+0000,005OH0000071DK9YAM,2025-11-05T17:26:05.000+0000,(613)283-2011,(613) 227-2010,scott@achesonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyGywYAE,False,,23547926,0030A0000029hS2QAI,0010A000002w5M5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:04:34.000+0000,False,False,005OH000004pk06YAA,2025-11-05T17:04:34.000+0000,005OH000004pk06YAA,2025-11-05T17:04:35.000+0000,005OH000004pk06YAA,2025-11-05T17:04:35.000+0000,(705)549-4441,,jlorser.jantel@gmail.com,(705)549-6747,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyHq9YAE,False,,23547938,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:04:43.000+0000,False,False,005OH000005URvxYAG,2025-11-05T17:04:43.000+0000,005OH000005URvxYAG,2025-11-05T17:04:43.000+0000,005OH000005URvxYAG,2025-11-05T17:04:43.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyIB7YAM,False,,23547975,0030A0000029d5vQAA,0010A000002w1fZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"To: neill.hopkins@interprofinancialservices.com

Hi Ralph, 

I tried calling you, but my call was forwarded to your voicemail (I left a message).

Thank you for contacting Workspace Support regarding your Workspace access using your Terminated advisor code.

Please note the code B9585, is no longer active, you must have active codes to have access to Workspace. 

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T17:13:14.000+0000,False,False,005OH00000AbCcLYAV,2025-11-05T17:05:15.000+0000,005OH00000AbCcLYAV,2025-11-05T17:13:14.000+0000,005OH00000AbCcLYAV,2025-11-05T17:13:14.000+0000,(613)859-8009,(613) 859-8009,neill.hopkins@interprofinancialservices.com,(613)748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyKRRYA2,False,,23548190,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:08:30.000+0000,False,False,005OH000004pk06YAA,2025-11-05T17:08:30.000+0000,005OH000004pk06YAA,2025-11-05T17:08:30.000+0000,005OH000004pk06YAA,2025-11-05T17:08:30.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyMRfYAM,False,,23549955,003OH00000RtOLaYAN,001OH00000XvDDpYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:36:28.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T17:36:28.000+0000,005OH000006owoYYAQ,2025-11-05T17:36:28.000+0000,005OH000006owoYYAQ,2025-11-05T17:36:28.000+0000,(306)535-1923,,csmcconnell@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyMRhYAM,False,,23551267,0030A00000CAjXUQA1,0010A00000ClBIHQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:56:48.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T17:56:48.000+0000,005OH000006owoYYAQ,2025-11-05T17:56:49.000+0000,005OH000006owoYYAQ,2025-11-05T17:56:49.000+0000,(306)651-1274,,carrie.cantin@edwardjones.com,(877)335-8806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyS5dYAE,False,,23549080,003OH00000OqLAeYAN,001OH00000UDTMSYA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"outbound call from case 23548144 - to disconnect authenticator, member wanted to do next steps on their own, they will call back if assistance is required. 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 5, 2025 12:39 PM
To: 'hakamsinghbal91@gmail.com' <hakamsinghbal91@gmail.com>
Subject: Authenticator issues case 23549080

Hello Hakam, 

Thank you for contacting the Workspace Support Team, it was great speaking with you today. 

To recap our call, you asked to have the Microsoft Authenticator removed from your account. I called you back to remove the authenticator and you were in the process of reinstalling an authenticator. You preferred to do that on your own and will give us a call if you encounter any issues. 


I'm so glad that I was able to help you today. I would really appreciate it if you wouldn't mind taking less than a minute to share your feedback on how I helped you  today in our survey. Thank you in advance. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Julie B. 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-05T17:30:06.000+0000,False,False,005OH00000BFQFEYA5,2025-11-05T17:22:16.000+0000,005OH00000BFQFEYA5,2025-11-05T17:44:11.000+0000,005OH00000BFQFEYA5,2025-11-05T17:44:11.000+0000,(587)585-4174,,hakamsinghbal91@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eySDhYAM,False,,23549094,0030A0000029d00QAA,0010A000002w1aXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:22:23.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T17:22:23.000+0000,005OH000006owoYYAQ,2025-11-05T17:22:23.000+0000,005OH000006owoYYAQ,2025-11-05T17:22:23.000+0000,(306)937-5011,,brendon.boothman@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyTg7YAE,False,,23551809,003OH00000GKl4tYAD,001OH00000KHJ63YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:05:28.000+0000,False,False,005OH00000865wTYAQ,2025-11-05T18:05:28.000+0000,005OH00000865wTYAQ,2025-11-05T18:05:28.000+0000,005OH00000865wTYAQ,2025-11-05T18:05:28.000+0000,(306)914-6519,,yuxxfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyVgFYAU,False,,23550013,003OH00000WogPsYAJ,001OH00000eR3RDYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,opened in error,True,2025-11-05T21:23:55.000+0000,False,False,005OH000008919xYAA,2025-11-05T17:37:18.000+0000,005OH000008919xYAA,2025-11-05T21:23:55.000+0000,005OH000008919xYAA,2025-11-05T21:23:55.000+0000,(289)355-9528,,matthew.smuk@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyY9SYAU,False,,23549767,0030A0000029bG4QAI,0010A000002w0GvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"MFA set up

=====================

Hi Wayne,

Thank you for contacting the workspace about setting up a new Multi Factor Authenticator App/MFA.

I understand we have a bit of a challenge, but I am just happy that we were able to set it up successfully this time.

I do appreciate your patience and cooperation going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-05T18:18:51.000+0000,False,False,005OH00000BFPZHYA5,2025-11-05T17:33:33.000+0000,005OH00000BFPZHYA5,2025-11-05T23:10:03.000+0000,005OH00000BFPZHYA5,2025-11-05T23:10:03.000+0000,(705)739-8802,,wayne@primetimefinancial.ca,(705)726-0577,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyYPZYA2,False,,23549654,0030A0000029cgqQAA,0010A000002w1KvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:31:47.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T17:31:47.000+0000,005OH000006owoYYAQ,2025-11-05T17:31:48.000+0000,005OH000006owoYYAQ,2025-11-05T17:31:48.000+0000,(306)359-7705,3065308823,bschmidt@ifsgroup.ca,(306)359-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eycL7YAI,False,,23550080,003OH00000J3b6YYAR,001OH00000NLpP2YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,"Good afternoon Stephen, Terri and NB Team, 

Stephen has completed the applications 60914783-0 and 60915161-7 for a husband and wife, they selected the option for Canada Life to call the client to complete the questionnaire, availability was 3pm – 9pm and 10am – 2pm. The application is as complete as the advisor could make it, but it’s been awaiting Canada Life to call since early last week. They advisor would like to know if there is something more that can be done to expedite this. They would like to get the policy delivered before the end of the year.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T18:22:12.000+0000,False,False,005OH000008919xYAA,2025-11-05T17:38:23.000+0000,005OH000008919xYAA,2025-11-05T18:22:12.000+0000,005OH000008919xYAA,2025-11-05T18:22:12.000+0000,(866)800-7984,,stephen.bachalo1@ig.ca,(204)934-2814,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eycbGYAQ,False,,23550767,0030A0000029nqnQAA,0010A000002wAe3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T17:49:10.000+0000,False,False,005OH000004oiYEYAY,2025-11-05T17:49:10.000+0000,005OH000004oiYEYAY,2025-11-05T17:49:10.000+0000,005OH000004oiYEYAY,2025-11-05T17:49:10.000+0000,(519)219-6611,,mhayhoe@mandevillepc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyd5yYAA,False,,23552978,003G0000018f7Z7IAI,0010A000002wPfxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:22:39.000+0000,False,False,0055o000002KxaMAAS,2025-11-05T18:22:39.000+0000,0055o000002KxaMAAS,2025-11-05T18:22:40.000+0000,0055o000002KxaMAAS,2025-11-05T18:22:40.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyf66YAA,False,,23550502,0030A0000029fz4QAA,0010A000002w43ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Log in assistance,Medium,"Hello Khawar,

Thank you for contacting Workspace Support. 

For authentication purposes, please advise the advisor to contact us or provide us with the best phone number and time so we can contact them regarding updating their sign in email.

Let us know if you have any more questions.

I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Khawar, Anushe <Anushe.Khawar@canadalife.com> 
Sent: November 5, 2025 11:10 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Barry Rebuck

Hello,

Just following up, the advisor is waiting to hear back.

Thank you!

Anushe Khawar
Regional Sales Associate 
Wealth Management
Anushe.Khawar@canadalife.com
519-671-8312
Hello Khawar,

Thank you for contacting Workspace support.

If the advisor does not have access to their log in email anymore, we can assist with resetting the email. However, they would need to call in for authentication reasons so we can further assist them. 
Please see contact details below.

Let us know if you have any more questions.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Khawar, Anushe <Anushe.Khawar@canadalife.com> 
Sent: November 4, 2025 3:20 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Barry Rebuck

Hello,

The advisor is having an issue with signing in to Workspace, could you please advise?

Thank you,

Anushe Khawar
Regional Sales Associate 
Wealth Management
Anushe.Khawar@canadalife.com
519-671-8312



Sent: November 4, 2025 1:52 PM
To: Khawar, Anushe <Anushe.Khawar@canadalife.com>
Subject: Barry Rebuck

He's trying to reset his password for online access - the code or password reset goes to an address he does not use so he does not get it - could you help him or have someone call him?

Thank you,",True,2025-11-05T17:45:03.000+0000,False,False,005OH00000BGf2TYAT,2025-11-05T17:45:03.000+0000,005OH00000BGf2TYAT,2025-11-05T20:03:47.000+0000,005OH00000BGf2TYAT,2025-11-05T20:03:47.000+0000,(905)944-0107,,barry.rebuck.001@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyfHNYAY,False,,23550401,0030A0000029fihQAA,0010A000002w3pmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"User needed assitance with log in,authenticated user reset password.
user has difficulty with fing the right url and how to use the MFA Authenticator browser.",True,2025-11-05T18:44:10.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-05T17:43:18.000+0000,005OH00000AZ3ZxYAL,2025-11-05T18:44:10.000+0000,005OH00000AZ3ZxYAL,2025-11-05T18:44:10.000+0000,(780)465-2033,(780) 802-3757,yegato@protonmail.com,(780)484-8556,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eym1IYAQ,False,,23555379,0030A0000029kIcQAI,0010A000002w7eeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:59:46.000+0000,False,False,0055o000002DK5fAAG,2025-11-05T18:59:46.000+0000,0055o000002DK5fAAG,2025-11-05T18:59:46.000+0000,0055o000002DK5fAAG,2025-11-05T18:59:46.000+0000,(905)570-1200,,jacqui.cumberland@dfsin.ca,(905)333-6649,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eymxEYAQ,False,,23551814,0035o000006kppGAAQ,0015o000007LMUoAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:05:33.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T18:05:33.000+0000,005OH000004Ir1xYAC,2025-11-05T18:05:34.000+0000,005OH000004Ir1xYAC,2025-11-05T18:05:34.000+0000,(587)969-6628,,xiaomengliu2020@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eymxFYAQ,False,,23552154,0030A0000029muyQAA,0010A000002w9qlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Called user to help them login to Workspace but no answer. Sent email for availability.
Ticket number: INC1840494
===================
Good afternoon Steve,

I received a communication indicating you were having issues logging in to your Workspace account.

Could you send me 3 available times for you this week between 8:30-12pm and between 1-4:30pm so I can set up a call and help you solve this issue?

Thank you so much. I’ll be waiting for your response and  will then confirm a time for a call.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T18:15:56.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-05T18:10:44.000+0000,005OH00000AbJ7aYAF,2025-11-05T18:15:56.000+0000,005OH00000AbJ7aYAF,2025-11-05T18:15:56.000+0000,(403)487-0490,,steve@swellwealth.com,(844)812-4431,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eypDWYAY,False,,23552216,0035o000004HCFlAAO,001G000000wip43IAA,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,the user requested a client listing. They were informed we do not provide any listings for corporate/company codes. They were also asked to update their emails on file,True,2025-11-05T18:11:40.000+0000,False,False,005OH000002iN7rYAE,2025-11-05T18:11:40.000+0000,005OH000002iN7rYAE,2025-11-05T18:11:40.000+0000,005OH000002iN7rYAE,2025-11-05T18:11:40.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyqO8YAI,False,,23554888,003OH00000NnSXWYA3,001OH00000SuN5CYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:51:58.000+0000,False,False,005OH000007fgYjYAI,2025-11-05T18:51:58.000+0000,005OH000007fgYjYAI,2025-11-05T18:51:58.000+0000,005OH000007fgYjYAI,2025-11-05T18:51:58.000+0000,(418)558-1521,,mberube.csf@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyqr8YAA,False,,23551683,003OH00000WX8fbYAD,001OH00000dvSyyYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:03:28.000+0000,False,False,005OH000004oiYEYAY,2025-11-05T18:03:28.000+0000,005OH000004oiYEYAY,2025-11-05T18:03:29.000+0000,005OH000004oiYEYAY,2025-11-05T18:03:29.000+0000,(416)475-6565,,jatinpahwa48@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyu5DYAQ,False,,23555175,0030A00000B90wuQAB,0010A00000BjGR2QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Good afternoon Ana Liza

Thank you for contacting the Workspace Support Team with your illustration inquiry.

The Workspace Support Team has very limited how-to information regarding applications, we are more for technical support within Workspace itself, we thought it would be better to direct your question towards your RSA or to relay chat, if you wanted to speak to someone immediately about it. The RSA should be available from this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. If you have any other questions or concerns, please reply to this email or call us back.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T19:08:02.000+0000,False,False,005OH000008919xYAA,2025-11-05T18:56:47.000+0000,005OH000008919xYAA,2025-11-05T19:08:02.000+0000,005OH000008919xYAA,2025-11-05T19:08:02.000+0000,(204)292-2140,(204) 292-2140,analiza.protacio@alpfinancial.ca,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyxivYAA,False,,23552068,0030A0000029nNJQAY,0010A000002wAG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,Escalated to a supervisor: user asking to speak to a supervisor as they would like to have the authenticator code delivered to their cell and laptop. I verified with Assist Desk and this is not possible.,True,2025-11-05T18:22:56.000+0000,False,False,005OH00000BFQFEYA5,2025-11-05T18:09:19.000+0000,005OH00000BFQFEYA5,2025-11-05T20:38:10.000+0000,005OH000001yNnaYAE,2025-11-05T20:38:10.000+0000,(204)944-3536,,cure96ni@gmail.com,(204)947-3512,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eyzEXYAY,False,,23553130,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:24:48.000+0000,False,False,005OH000005URvxYAG,2025-11-05T18:24:48.000+0000,005OH000005URvxYAG,2025-11-05T18:24:49.000+0000,005OH000005URvxYAG,2025-11-05T18:24:49.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ez1D3YAI,False,,23552399,0030A0000029lxCQAQ,0010A000002w8zeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:14:08.000+0000,False,False,005OH000005URvxYAG,2025-11-05T18:14:08.000+0000,005OH000005URvxYAG,2025-11-05T18:14:09.000+0000,005OH000005URvxYAG,2025-11-05T18:14:09.000+0000,(780)709-0711,,dan@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ez1cuYAA,False,,23555846,003G0000018f7pdIAA,0010A000002wPw4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:06:43.000+0000,False,False,005G0000002gyDJIAY,2025-11-05T19:06:43.000+0000,005G0000002gyDJIAY,2025-11-05T19:06:43.000+0000,005G0000002gyDJIAY,2025-11-05T19:06:43.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ez3JjYAI,False,,23555262,0030A0000029jHzQAI,0010A000002w6pfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:57:57.000+0000,False,False,0055o000002DK5fAAG,2025-11-05T18:57:57.000+0000,0055o000002DK5fAAG,2025-11-05T18:57:58.000+0000,0055o000002DK5fAAG,2025-11-05T18:57:58.000+0000,(905)570-1200X276,,jane.capell@dfsin.ca,(905)333-4631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ez8GCYAY,False,,23557413,003G0000018f6jGIAQ,0010A000002wOjUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,"Intake Form Delivered, FF policies",True,2025-11-05T19:30:26.000+0000,False,False,005OH0000071DK9YAM,2025-11-05T19:30:26.000+0000,005OH0000071DK9YAM,2025-11-05T19:30:40.000+0000,005OH0000071DK9YAM,2025-11-05T19:30:40.000+0000,(613)735-1500,(613) 585-1500,dave@theinsuranceman.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezCJlYAM,False,,23553595,0035o000005iM2gAAE,0010A000002w5YdQAI,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,"(duplicate) the user requested a client listing, but the code provided is a corporate code (our team doesnt provide listings for corp codes). The user was also asked to update their email in our files",True,2025-11-05T18:32:00.000+0000,False,False,005OH000002iN7rYAE,2025-11-05T18:32:00.000+0000,005OH000002iN7rYAE,2025-11-05T18:32:00.000+0000,005OH000002iN7rYAE,2025-11-05T18:32:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezFhRYAU,False,,23553925,003G0000018f6RpIAI,0010A000002wOOAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:36:56.000+0000,False,False,005OH00000AdAzSYAV,2025-11-05T18:36:56.000+0000,005OH00000AdAzSYAV,2025-11-05T18:36:56.000+0000,005OH00000AdAzSYAV,2025-11-05T18:36:56.000+0000,(519)843-2056,(519) 831-3303,dean@parallelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezIXFYA2,False,,23554280,003OH000001MFJHYA4,001OH000001bxjnYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T18:42:10.000+0000,False,False,005OH000004oiYEYAY,2025-11-05T18:42:10.000+0000,005OH000004oiYEYAY,2025-11-05T18:42:10.000+0000,005OH000004oiYEYAY,2025-11-05T18:42:10.000+0000,(519)871-3340,,awyseman@gmail.com,(844)220-3756,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezKNnYAM,False,,23555738,0030A00000BP1MNQA1,0010A00000BzOC6QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,MFA authentication set up,True,2025-11-05T19:33:55.000+0000,False,False,005OH00000BGf2TYAT,2025-11-05T19:05:10.000+0000,005OH00000BGf2TYAT,2025-11-05T19:33:55.000+0000,005OH00000BGf2TYAT,2025-11-05T19:33:55.000+0000,(514)578-1053,,asherltb@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezMKjYAM,False,,23554670,003OH00000M94PnYAJ,001OH00000QuorcYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Tried to help member with Workspace registration, did not have activation code, guided member on how to obtain act code.",True,2025-11-05T19:19:44.000+0000,False,False,005OH00000BFQFGYA5,2025-11-05T18:48:35.000+0000,005OH00000BFQFGYA5,2025-11-05T19:19:44.000+0000,005OH00000BFQFGYA5,2025-11-05T19:19:44.000+0000,(780)996-9922,,dwilliams.1wths@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezOrGYAU,False,,23556805,0030A0000029ZR1QAM,0010A000002vyiJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,,True,2025-11-05T19:33:04.000+0000,False,False,0055o000001h8zDAAQ,2025-11-05T19:21:08.000+0000,0055o000001h8zDAAQ,2025-11-05T19:33:04.000+0000,0055o000001h8zDAAQ,2025-11-05T19:33:04.000+0000,(416)491-7400,(416) 452-5769,ty.wehrenberg@ig.ca,(416)491-7416,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h8zDAAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezP0uYAE,False,,23555922,003G000001cQtbNIAS,0010A000002wStRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Advice Canada,Medium,"user request to understand the new financial horizone app,refer them to the email access@financialhorizons.com for question and concern.
user also had issue with the workspace loading cleared cache and cookies, suggest using edge browser.",True,2025-11-05T19:57:07.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-05T19:07:56.000+0000,005OH00000AZ3ZxYAL,2025-11-05T19:57:07.000+0000,005OH00000AZ3ZxYAL,2025-11-05T19:57:07.000+0000,(780)604-3711,(780) 604-3711,info@melaniecheekfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezPYlYAM,False,,23556703,003OH00000U4qV1YAJ,001OH00000ag1CgYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"user not yet active, they are a new advisor, no email sent no info on file yet - they will wait 48 hours then register",True,2025-11-05T19:24:09.000+0000,False,False,005OH00000BFQFEYA5,2025-11-05T19:19:45.000+0000,005OH00000BFQFEYA5,2025-11-05T19:24:09.000+0000,005OH00000BFQFEYA5,2025-11-05T19:24:09.000+0000,(604)724-6101,,jeunellelabranche@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezQGJYA2,False,,23555991,0030A0000029bqKQAQ,0010A000002w0h6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:09:05.000+0000,False,False,0050A000000XQhmQAG,2025-11-05T19:09:05.000+0000,0050A000000XQhmQAG,2025-11-05T19:09:06.000+0000,0050A000000XQhmQAG,2025-11-05T19:09:06.000+0000,(506)642-8160,(506) 647-9797,rsbryant@nbnet.nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezTdzYAE,False,,23555783,003G000001B5pLBIAZ,0010A000002wQMqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:05:51.000+0000,False,False,005OH000004pk06YAA,2025-11-05T19:05:51.000+0000,005OH000004pk06YAA,2025-11-05T19:05:52.000+0000,005OH000004pk06YAA,2025-11-05T19:05:52.000+0000,(416) 488-3080,(416) 917-9008,paul@deacon-kalata.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezWVPYA2,False,,23557386,003G0000018f6wUIAQ,0010A000002wOyMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:30:01.000+0000,False,False,0050A000001o2WeQAI,2025-11-05T19:30:01.000+0000,0050A000001o2WeQAI,2025-11-05T19:30:01.000+0000,0050A000001o2WeQAI,2025-11-05T19:30:01.000+0000,(902)539-5093,(902) 304-1500,tim.burns@fffpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezY2XYAU,False,,23555673,003G000001B5pLBIAZ,0010A000002wQMqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:04:11.000+0000,False,False,005OH000004pk06YAA,2025-11-05T19:04:11.000+0000,005OH000004pk06YAA,2025-11-05T19:04:12.000+0000,005OH000004pk06YAA,2025-11-05T19:04:12.000+0000,(416) 488-3080,(416) 917-9008,paul@deacon-kalata.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezZwHYAU,False,,23555881,0030A000001XjOnQAK,001G000000urMu8IAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WRS - Investment Centre,Medium,"seg fund BV inquiry on IC, referred to client services",True,2025-11-05T19:07:13.000+0000,False,False,005OH0000071DK9YAM,2025-11-05T19:07:13.000+0000,005OH0000071DK9YAM,2025-11-05T19:07:14.000+0000,005OH0000071DK9YAM,2025-12-13T02:02:07.000+0000,(403) 527-1523,,nicole@smithgroupinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000eza18YAA,False,,23556426,003G0000018f6iIIAQ,0010A000002wOiXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:15:33.000+0000,False,False,005OH000002N6huYAC,2025-11-05T19:15:33.000+0000,005OH000002N6huYAC,2025-11-05T19:15:34.000+0000,005OH000002N6huYAC,2025-11-05T19:15:34.000+0000,(819)701-0903,(819) 701-0903,veronique.lessard@infovl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezfP0YAI,False,,23556792,003G0000018f76DIAQ,0010A000002wP9XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,"*11/11*
----------------
*email*
----------------

Good afternoon David, 

I realized you sent me this email after I left a voicemail message. Glad to know you figured out your problem, I will resolve your ticket. If there are any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Dave McLean <davemclean@platerfinancial.com> 
Sent: November 11, 2025 4:10 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Simple Protect - tech issue INC1844561

Hi Mike, Got if figured out. With the account number, I had to put a ""-"" between the numbers, not just a space. Looks like it's going through now. Thanks, David J McLean Investment Representative Representing Quadrus Investment Services
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Mike,

Got if figured out.  With the account number, I had to put a ""-"" between the numbers, not just a space.
Looks like it's going through now.

Thanks, 

David J McLean
Investment Representative
Representing Quadrus Investment Services Ltd
Plater Financial Inc.
www.platerfinancial.com

________________________________________
From: Dave McLean <davemclean@platerfinancial.com>
Sent: November 11, 2025 3:42 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: Simple Protect - tech issue INC1844561 
 
HI Mike,

Will you have time at 4pm?

Thanks,

David J McLean
Investment Representative
Representing Quadrus Investment Services Ltd
Plater Financial Inc.
www.platerfinancial.com

________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: November 11, 2025 1:50 PM
To: Dave McLean <davemclean@platerfinancial.com>
Subject: RE: Simple Protect - tech issue INC1844561 
 
Good afternoon David, 

I must wait till 2pm to make an outbound call, we can do any time after 2pm today till 7:30pm tonight. 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Dave McLean <davemclean@platerfinancial.com> 
Sent: November 11, 2025 9:59 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Simple Protect - tech issue INC1844561
 
Thanks Mike, I would appreciate that. Would 1: 30 today work? Thanks, David J McLean Investment Representative Representing Quadrus Investment Services Ltd Plater Financial Inc. www. platerfinancial. com From: Workspace Support <WorkspaceSupport@ canadalife. com>
Thanks Mike,
 
I would appreciate that.  Would 1:30 today work?
 
Thanks, 
 
David J McLean
Investment Representative
Representing Quadrus Investment Services Ltd
Plater Financial Inc.
www.platerfinancial.com
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: November 10, 2025 1:14 PM
To: Dave McLean <davemclean@platerfinancial.com>
Subject: RE: Simple Protect - tech issue INC1844561 
 
Good afternoon David, 

Sorry to hear you are having difficulty still. 

Let’s schedule a time to speak again over the phone. We can try some things live on the call and I can gather more screenshots so we can show our support team that you are still having errors regardless of things being entered in correctly. Please let me know a time that would work the best for a call back. My availability is 2pm – 8pm EST and the time between 4:30pm and 5:30pm is the best time for me but let me know what works for you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Dave McLean <davemclean@platerfinancial.com> 
Sent: November 8, 2025 12:58 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Simple Protect - tech issue INC1844561
 
I have tried many times many different ways getting this banking to work, it keeps giving an error. I'm using banking from a TD cheque, there is nothing simple here about simple protect. Here is the banking info: Transit: 00532 Code: 004 Acct: 7300
I have tried many times many different ways getting this banking to work, it keeps giving an error. I'm using banking from a TD cheque, there is nothing simple here about simple protect.
Here is the banking info: Transit: 00532 Code: 004 Acct:7300 6460886
 
Please complete this or fix your system.
 
David J McLean
Investment Representative
Representing Quadrus Investment Services Ltd
Plater Financial Inc.
www.platerfinancial.com
 
________________________________________
From: Workspace Support 
Sent: November 7, 2025 12:51 PM
To: Dave McLean 
Subject: RE: Simple Protect - tech issue INC1844561 
Good afternoon David, 

Banking information needs to follow a specific format for the institution in our system. I have attached a document that contains all the formats. Let me know if you continue to have issues.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Regards, 
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Dave McLean 
Sent: November 7, 2025 10:21 AM
To: Workspace Support 
Subject: [EXT] Re: Simple Protect - tech issue INC1844561
Good Morning, Now it's saying there is an issue with the banking information. I'm taking this directly from the cheque. It's from TD Transit: XXXXX Bank Code: XXX Acct: XXXX XXXXXXX What is the issue? Thanks, David J McLean Investment Representative
Good Morning,
Now it's saying there is an issue with the banking information. I'm taking this directly from the cheque.
It's from TD
Transit: XXXXX
Bank Code: XXX
Acct: XXXX XXXXXXX
What is the issue?
Thanks,
David J McLean
Investment Representative
Representing Quadrus Investment Services Ltd
Plater Financial Inc.
www.platerfinancial.com
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: November 6, 2025 7:31 PM
To: Dave McLean <davemclean@platerfinancial.com>
Subject: RE: Simple Protect - tech issue INC1844561 
Good afternoon Dave, 

The support team followed up. 

They have advised, if the existing payment option for “pay later for annually with full amount of 300.40” is ok try to edit the app and complete the application. If that is not sufficient, please edit the app and re-enter the banking information again, then submit. If there are issues with this or questions or concerns, please reply to this email. 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Regards, 
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 5, 2025 2:49 PM
To: McLean, Dave <davemclean@platerfinancial.com>
Subject: Simple Protect - tech issue INC1844561
Good afternoon Dave, 

Thank you for contacting the Workspace Support Team with your Simple Protect issue. 

You called with the error cyan but while we were asking questions, you also received the error code forest. We have created a ticket and assigned it to our lab team for investigation and resolution, when they follow up with me, I will follow up with you. If you have any questions or concerns, please reply to this email.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Regards, 
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T22:04:56.000+0000,False,False,005OH000008919xYAA,2025-11-05T19:21:00.000+0000,005OH000008919xYAA,2025-11-11T22:04:57.000+0000,005OH000008919xYAA,2025-11-11T22:04:57.000+0000,(519)245-9900,(226) 927-5183,davemclean@platerfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezjEBYAY,False,,23560820,0035o000006glOgAAI,0015o000007H1GnAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:21:36.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T20:21:36.000+0000,005OH000004Ir1xYAC,2025-11-05T20:21:37.000+0000,005OH000004Ir1xYAC,2025-11-05T20:21:37.000+0000,(780)710-1656,,francislam@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezpOMYAY,False,,23557501,003OH00000WsHMYYA3,001OH00000eZ4V1YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:31:41.000+0000,False,False,005G0000002gyDJIAY,2025-11-05T19:31:41.000+0000,005G0000002gyDJIAY,2025-11-05T19:31:42.000+0000,005G0000002gyDJIAY,2025-11-05T19:31:42.000+0000,(780)850-0457,,kat@benefitsauthority.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezphhYAA,False,,23557440,003G0000018f6rCIAQ,0010A000002wOswQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:30:46.000+0000,False,False,0050A000001o2WeQAI,2025-11-05T19:30:46.000+0000,0050A000001o2WeQAI,2025-11-05T19:30:47.000+0000,0050A000001o2WeQAI,2025-11-05T19:30:47.000+0000,(709)237-3463,(709) 727-2192,craig@lundriganfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezqcIYAQ,False,,23561638,0030A0000029iLFQAY,0010A000002w65AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:35:18.000+0000,False,False,0055o000002DK5fAAG,2025-11-05T20:35:18.000+0000,0055o000002DK5fAAG,2025-11-05T20:35:18.000+0000,0055o000002DK5fAAG,2025-11-05T20:35:18.000+0000,(905)276-9456,(416) 985-0775,shannon.mccrae@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezrV4YAI,False,,23559481,0035o000006p1EhAAI,0015o000007QS7CAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:01:15.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T20:01:15.000+0000,005OH000004Ir1xYAC,2025-11-05T20:01:15.000+0000,005OH000004Ir1xYAC,2025-11-05T20:01:15.000+0000,(780)920-3098,,kurtis@barnescapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezsvhYAA,False,,23557686,003G0000018f75QIAQ,0010A000002wP8kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,LM to call back,Medium,,True,2025-11-05T20:02:07.000+0000,False,False,005OH000006uYrkYAE,2025-11-05T19:34:46.000+0000,005OH000006uYrkYAE,2025-11-05T20:02:07.000+0000,005OH000006uYrkYAE,2025-11-05T20:02:07.000+0000,(905)660-9414,(416) 903-5760,pedro.menjivar@makelafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezuO6YAI,False,,23559563,0030A00000B90wuQAB,0010A00000BjGR2QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:02:25.000+0000,False,False,005G0000002gyDJIAY,2025-11-05T20:02:25.000+0000,005G0000002gyDJIAY,2025-11-05T20:02:26.000+0000,005G0000002gyDJIAY,2025-11-05T20:02:26.000+0000,(204)292-2140,(204) 292-2140,analiza.protacio@alpfinancial.ca,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezunsYAA,False,,23558599,0030A0000029mByQAI,0010A000002w9C5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:48:21.000+0000,False,False,0055o000002DK5fAAG,2025-11-05T19:48:21.000+0000,0055o000002DK5fAAG,2025-11-05T19:48:22.000+0000,0055o000002DK5fAAG,2025-11-05T19:48:22.000+0000,(647)299-0662,,michelle.luong@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezunuYAA,False,,23559275,0035o000006oMaOAAU,0015o000007PUOJAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:58:17.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T19:58:17.000+0000,005OH000004Ir1xYAC,2025-11-05T19:58:18.000+0000,005OH000004Ir1xYAC,2025-11-05T19:58:18.000+0000,(403)807-2972,,shaun.veness@spencerkatzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezxc1YAA,False,,23558164,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:41:54.000+0000,False,False,0055o000001NWfMAAW,2025-11-05T19:41:54.000+0000,0055o000001NWfMAAW,2025-11-05T19:41:54.000+0000,0055o000001NWfMAAW,2025-11-05T19:41:54.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezxdfYAA,False,,23558517,0030A0000029pUBQAY,0010A000002wBvfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:47:15.000+0000,False,False,0055o000002DK5fAAG,2025-11-05T19:47:15.000+0000,0055o000002DK5fAAG,2025-11-05T19:47:15.000+0000,0055o000002DK5fAAG,2025-11-05T19:47:15.000+0000,(905)401-2842,,lance.wiebe@dfsin.ca,(289)897-9551,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezywLYAQ,False,,23559614,0030A00000B90wuQAB,0010A00000BjGR2QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:03:13.000+0000,False,False,005G0000002gyDJIAY,2025-11-05T20:03:13.000+0000,005G0000002gyDJIAY,2025-11-05T20:03:13.000+0000,005G0000002gyDJIAY,2025-11-05T20:03:13.000+0000,(204)292-2140,(204) 292-2140,analiza.protacio@alpfinancial.ca,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000ezz9GYAQ,False,,23562377,0030A0000029jAxQAI,0010A000002w6jQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:48:23.000+0000,False,False,005OH000003ds0PYAQ,2025-11-05T20:48:23.000+0000,005OH000003ds0PYAQ,2025-11-05T20:48:23.000+0000,005OH000003ds0PYAQ,2025-11-05T20:48:23.000+0000,(905)723-2633,,lisa.currie@edwardjones.com,(905)723-9516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f01HVYAY,False,,23560494,0035o000006qOdkAAE,0015o000007Rv2nAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:16:48.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T20:16:48.000+0000,005OH000004Ir1xYAC,2025-11-05T20:16:48.000+0000,005OH000004Ir1xYAC,2025-11-05T20:16:48.000+0000,(403)266-2816X103,(403) 616-9431,darren.cartin@cartin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f02aCYAQ,False,,23562224,0030A0000029gx8QAA,0010A000002w4tbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"User wanted assistance with accessing Workspace using the authenticator

============================================================================

****Email Chain****

Hello Jogn,

I had reached out again at our scheduled time but was told you are still in a meeting.

To resolve your login issue, please reach out to 1-800-475-7001 for assistance as soon as you have some time.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 4, 2025 2:08 PM
To: Simpson, John A <simpsonandassociates@rogers.com>
Cc: Dupuis, Pamela <pdupuis@rogers.com>; Yollanda Muchirahondo <yollanda.much@iAInvestia.ca>
Subject: RE: **Case 23495328** - RE: [EXT] Password Issues - Workspace - MGA Access

Hello John,

I will reach out to you on Wednesday, November 5, 2025 at 3pm to assist with your access issue.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Yollanda Muchirahondo <yollanda.much@iAInvestia.ca> 
Sent: November 4, 2025 9:10 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Dupuis, Pamela <pdupuis@rogers.com>; Simpson, John A <simpsonandassociates@rogers.com>
Subject: Re: **Case 23495328** - RE: [EXT] Password Issues - Workspace - MGA Access

Good Morning, John is available tomorrow (November 5th) from 11: 30am until 4pm if you have any availability? Thank you. Yollanda Muchirahondo John Simpson and Associates Inc. Mutual funds provided through Investia Financial Services Inc. 71
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Morning,

John is available tomorrow (November 5th)  from 11:30am until 4pm if you have any availability?

Thank you.

Yollanda Muchirahondo
John Simpson and Associates Inc.
Mutual funds provided through Investia Financial Services Inc.
71 Albert Street, Oshawa, Ontario, L1H 4R1
905 436 5078|1.800.879.3511 | F 905.436.3508

Please note my new email address is yollanda.much@iAInvestia.ca 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Monday, November 3, 2025 4:08 PM
To: Simpson, John A <simpsonandassociates@rogers.com>
Cc: Dupuis, Pamela <pdupuis@rogers.com>; Yollanda Muchirahondo <yollanda.much@iAInvestia.ca>
Subject: **Case 23495328** - RE: [EXT] Password Issues - Workspace - MGA Access 
 
Hello John,
 
We understand that you are having an issue access your Workspace account using the authenticator. I’d be happy to assist you.
 
I would like to set up a phone call with you. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on. This way, I can walk you through the authenticator process.
	Provide your time zone.
 
Looking forward to your email.
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Yollanda Muchirahondo <yollanda.much@iAInvestia.ca> 
Sent: November 3, 2025 12:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Simpson, John A <simpsonandassociates@rogers.com>; Dupuis, Pamela <pdupuis@rogers.com>
Subject: Re: INC1357973 - RE: [EXT] Password Issues - Workspace - MGA Access
 
Hello Samantha, I hope you’re doing well. Could you please assist us with linking advisor John Simpson’s workspace to the Salesforce app? We’d appreciate your help in getting this set up so that he can access his account. Thank you in advance
Hello Samantha,
I hope you’re doing well.
Could you please assist us with linking advisor John Simpson’s workspace to the Salesforce app? We’d appreciate your help in getting this set up so that he can access his account.
Thank you in advance for your assistance, and I’d appreciate a response at your earliest convenience.
 
Yollanda Muchirahondo
John Simpson and Associates Inc.
Mutual funds provided through Investia Financial Services Inc.
71 Albert Street, Oshawa, Ontario, L1H 4R1
905 436 5078|1.800.879.3511 | F 905.436.3508
 
Please note my new email address is yollanda.much@iAInvestia.ca 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Friday, October 4, 2024 5:44 PM
To: Yollanda Muchirahondo <johnsimpsonassoc@gmail.com>
Subject: INC1357973 - RE: [EXT] Password Issues - Workspace - MGA Access 
 
Hello Yollanda,
 
Thank you for contacting the Workspace Support Team regarding your MGA Workspace access. I’d be happy to assist you.
 
The reason you are not able to access your MGA Workspace is because registration is not yet completed. At registration, you were sent an email to verify your account, that is still outstanding.
 
To resend the confirmation email, we would need to arrange a phone call.  Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on. This way, I can walk you through the registration process.
	Provide your time zone.
 
Looking forward to your email.
 
You can also click here to register for a Welcome to Workspace Training Session. 
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Digital Enablement 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Yollanda Muchirahondo <johnsimpsonassoc@gmail.com> 
Sent: Friday, October 4, 2024 12:56 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Password Issues - Workspace - MGA Access
 
Good Afternoon,  I seem to be having issues accessing Workspace through MGA only (Advisor Solutions is working).   I have tried to reset my password several times and unfortunately when I go back to log in, it still wont allow me access. I would
Good Afternoon, 
 
I seem to be having issues accessing Workspace through MGA only (Advisor Solutions is working). 
 
I have tried to reset my password several times and unfortunately when I go back to log in, it still wont allow me access.
 
I would appreciate any support to get this resolved.
 
Thank you. 
 


Yollanda Muchirahondo
John Simpson and Associates Inc.
Mutual funds provided through Investia Financial Services Inc.
71 Albert Street, Oshawa, Ontario, L1H 4R1
905 436 5078|1.800.879.3511 | F 905.436.3508
johnsimpsonassoc@gmail.com 
 

To unsubscribe from receiving commercial electronic messages from Investia Financial Services Inc. (“Investia”), click here. Mutual funds, exempt market products and/or exchange traded funds are offered through Investia. This message is intended only for the named recipients and may contain privileged or confidential information. If you are not the intended recipient of this message, please notify the sender immediately and permanently delete the original without making a copy or disclosing its content. Email is not a secure means of communication. Please do not send information or documents containing confidential personal information unless properly encrypted. 

Pour cesser de recevoir des messages électroniques commerciaux de la part d’Investia Services financiers inc. (« Investia »), veuillez vous désabonner en cliquant ici. Les fonds communs de placement, les produits du marché dispensé et/ou les fonds négociés en bourse sont offerts par l’entremise d’Investia. Ce message est destiné uniquement aux destinataires désignés et peut contenir de l’information privilégiée ou confidentielle. Si ce message ne vous est pas destiné, veuillez immédiatement aviser l’émetteur et supprimer l’original définitivement, sans en tirer de copie ni en dévoiler le contenu. Le courriel n’est pas un moyen de communication sécurisé. Veuillez ne pas transmettre de renseignements ou de documents contenant des renseignements personnels confidentiels à moins que ceux-ci soient adéquatement cryptés.",True,2025-11-05T20:59:07.000+0000,False,False,005OH000002iN7pYAE,2025-11-05T20:45:44.000+0000,005OH000002iN7pYAE,2025-11-05T20:59:07.000+0000,005OH000002iN7pYAE,2025-11-05T20:59:07.000+0000,(905)436-5078,(905) 244-6090,simpsonandassociates@rogers.com,(905)436-3508,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f06c5YAA,False,,23559128,0035o000006npyoAAA,0015o000007OtPuAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:56:23.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T19:56:23.000+0000,005OH000004Ir1xYAC,2025-11-05T19:56:24.000+0000,005OH000004Ir1xYAC,2025-11-05T19:56:24.000+0000,(780)616-9467,,dudan@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f08ijYAA,False,,23559395,003OH00000LYXYaYAP,001OH00000QE8jaYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T19:59:54.000+0000,False,False,0055o000001NWfMAAW,2025-11-05T19:59:54.000+0000,0055o000001NWfMAAW,2025-11-05T19:59:55.000+0000,0055o000001NWfMAAW,2025-11-05T19:59:55.000+0000,(416)666-6633,,wenjun6633@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f09mtYAA,False,,23560696,0030A000008WAhlQAG,0010A000009QUi2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:19:52.000+0000,False,False,005OH00000865wTYAQ,2025-11-05T20:19:52.000+0000,005OH00000865wTYAQ,2025-11-05T20:19:53.000+0000,005OH00000865wTYAQ,2025-11-05T20:19:53.000+0000,(780)328-2562X107,,katie@personalizedwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0APfYAM,False,,23562701,003G0000018f6iIIAQ,0010A000002wOiXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"P : Case work 
O : tranfert d'un REER vers le CELIAPP 
NS : vérification d'infos",True,2025-11-06T14:30:11.000+0000,False,False,005OH000002N6huYAC,2025-11-05T20:53:41.000+0000,005OH000002N6huYAC,2025-11-06T14:30:52.000+0000,005OH000002N6huYAC,2025-11-06T14:30:52.000+0000,(819)701-0903,(819) 701-0903,veronique.lessard@infovl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0AUSYA2,False,,23561827,0030A000008mxPPQAY,0010A000009hfWLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:38:49.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T20:38:49.000+0000,005OH000004Ir1xYAC,2025-11-05T20:38:49.000+0000,005OH000004Ir1xYAC,2025-11-05T20:38:49.000+0000,(403)253-4840,(403) 818-1038,nathan.revoal@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0C81YAE,False,,23559708,0030A0000029erEQAQ,0010A000002w36RQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,,True,2025-11-05T20:19:28.000+0000,False,False,005OH00000BGf2TYAT,2025-11-05T20:04:41.000+0000,005OH00000BGf2TYAT,2025-11-05T20:19:28.000+0000,005OH00000BGf2TYAT,2025-11-05T20:19:28.000+0000,(306)682-3155,(306) 231-9059,kleicht@meridianmgmt.ca,(306)682-5662,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0CWDYA2,False,,23559740,0035o000007WUyVAAW,0015o000008CzyOAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Learning Center / CE Centre,Medium,"user requesting assistance with accessing his ce learning center.INC1837173
EMAIL***********************************
Bonjour Mario,

Merci d’avoir contacté le support de l’espace concernant votre soucis avec votre learning center, J'ai vraiment apprécié notre échange.

un récapitulatif de notre appel d’aujourd’hui, le problème était d’accéder au centre d’apprentissage sur votre ticket précédent, ils ont pu corriger votre accès.

juste un rappel d’utiliser je suis un conseiller lorsque j’accède à ce centre d’apprentissage et il devrait vous demander à nouveau le code du conseiller

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T20:29:33.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-05T20:05:11.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:29:45.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:29:45.000+0000,(819)566-7070,,mario.therrien@groupefinancierhorizons.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0DKIYA2,False,,23560454,0030A0000029mktQAA,0010A000002w9ihQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"***DDS  11/05/2025***
Name: John Mann
Advisor or support staff: Advisor
Advisor Code:54332
Advisor Name:
Phone: (613) 592-6484		
Email: allan@manninsurance.ca
1. Siebel verification: done
2. Last Login to Workspace: SF shows today.

can't do a log me in session/firewall issue

Issue: wants to setup google auth for advisor solutions workspace 

he has provided MGA credentials, doesn't believe he's an MGA. 
SF has only 1 profile JOHN ALLAN MANN
had him complete the authenticator setup for MGA
setup successfully. he checked some clients and they were found but he will check this and if needed he will reach out to contracts&compensation@canadalife.com if he still thinks its incorrect. 

sent follow up
***DDS  11/05/2025***
Hello John,

Thank you for contacting Workspace Support today regarding setting up your Google Authenticator to access Workspace.

Here is a recap of what we did today. 
 
1.	You were wanting to setup for Advisor Solutions however the advisor code provided indicated MGA association. 
2.	We had you proceed with this association and complete the authenticator setup 
You were successfully able to use the Google authenticator to sign into your MGA Workspace now.  We made sure to test by logging out and back in.

As noted, if you still believe this code should be for your Advisor Solutions, please reach out to contracts&compensation@canadalife.com to further check.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-05T20:36:39.000+0000,False,False,005OH00000AUS7aYAH,2025-11-05T20:16:13.000+0000,005OH00000AUS7aYAH,2025-11-05T20:36:39.000+0000,005OH00000AUS7aYAH,2025-11-05T20:36:39.000+0000,(613)592-6484,,allan@manninsurance.ca,(613)592-3415,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0F16YAE,False,,23563609,0030A0000029dq6QAA,0010A000002w2GjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS** 11/112025
User reached out and i communicated resolution with user over the phone.

*****dds***11/11/2025
Resolution was advised, called User back to advise no response. Left a vm and sending another follow up email. 





***dds**** 11/7/2025
Issue: User getting error message ""There are no fundserv codes for you to select from"" ""WAO_8002"" at the final stage of the application. Reviewed Siebel to verify User has an active FundServ code. Did a logmein session to verify error message and take screenshots. User also mentioned this isn't the first this is happening. 

Ticket created and sent to 2nd level",True,2025-11-11T16:20:33.000+0000,False,False,005OH00000BFQFHYA5,2025-11-05T21:09:05.000+0000,005OH00000BFQFHYA5,2025-11-11T16:20:33.000+0000,005OH00000BFQFHYA5,2025-11-11T16:20:33.000+0000,(403)317-4821,(403) 380-0478,peter@mcnallyfinancial.ca,(403)328-4034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0FqgYAE,False,,23561714,0030A0000029iLFQAY,0010A000002w65AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:36:41.000+0000,False,False,0055o000002DK5fAAG,2025-11-05T20:36:41.000+0000,0055o000002DK5fAAG,2025-11-05T20:36:41.000+0000,0055o000002DK5fAAG,2025-11-05T20:36:41.000+0000,(905)276-9456,(416) 985-0775,shannon.mccrae@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0GefYAE,False,,23560191,0030A00000B90wuQAB,0010A00000BjGR2QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:11:58.000+0000,False,False,005G0000002gyDJIAY,2025-11-05T20:11:58.000+0000,005G0000002gyDJIAY,2025-11-05T20:11:59.000+0000,005G0000002gyDJIAY,2025-11-05T20:11:59.000+0000,(204)292-2140,(204) 292-2140,analiza.protacio@alpfinancial.ca,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0Hm4YAE,False,,23561430,0030A0000029ZooQAE,0010A000002vz37QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:32:01.000+0000,False,False,005G0000002gxxjIAA,2025-11-05T20:32:01.000+0000,005G0000002gxxjIAA,2025-11-05T20:32:01.000+0000,005G0000002gxxjIAA,2025-11-05T20:32:01.000+0000,(450)686-5222,(514)994-2552,jean-francois.delisle@cabn.net,(450)781-4481,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0I71YAE,False,,23561383,0030A0000029ZooQAE,0010A000002vz37QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:31:05.000+0000,False,False,005G0000002gxxjIAA,2025-11-05T20:31:05.000+0000,005G0000002gxxjIAA,2025-11-05T20:31:05.000+0000,005G0000002gxxjIAA,2025-11-05T20:31:05.000+0000,(450)686-5222,(514)994-2552,jean-francois.delisle@cabn.net,(450)781-4481,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0JKrYAM,False,,23562680,0035o0000063YGPAA2,0015o000006c9UMAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:53:12.000+0000,False,False,005OH000005URvxYAG,2025-11-05T20:53:12.000+0000,005OH000005URvxYAG,2025-11-05T20:53:13.000+0000,005OH000005URvxYAG,2025-11-05T20:53:13.000+0000,(587)983-1030,,arjun@askfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0KqMYAU,False,,23561475,0031600002ZVZsXAAX,0010A000002wOGFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,403 after logging in,Medium,"**DDS***

Having user clear cache and cookies - if that doesn't resolve - will open new ticket

Garry Gardiner <Garry@loftwmg.ca>

email=====================

Good afternoon Garry,

Thank you for reaching out to Workspace Support regarding this 403 issue. This often occurs when our site/system has undergone an update and your existing links, bookmarks or access pathways disconnect from the new version. Long story short this can often be fixed by clearing the cache and cookies on your browser:

To Clear cache and cookies:
Edge
– Click the 3 dots in the top right > settings > Privacy, Search, and Services > Clear Browsing Data > Choose what to clear > click the check boxes for Cookies and other site data and Caches Images and Files
Chrome
- Click the 3 dots in the top right > settings > Privacy and Security > Delete Browsing Data > click the check boxes for Cookies and other site data and Caches Images and Files

Close the browser after this process and reopen.

If this doesn’t work, please let me know and I will investigate further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
    
Jason M.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com   
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Garry Gardiner <Garry@loftwmg.ca> 
Sent: November 5, 2025 8:25 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Forbidden 403 error - INC1844656

Hello, I am able to log into Financial Horizons portal but receive an error when trying to open advice Canada and Investment Centre. I am able to log into everything else, Sunlife, Manulife, Bluesun Advisor ect. . This happened around 4 months
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

I am able to log into Financial Horizons portal but receive an error when trying to open advice Canada and Investment Centre. 

I am able to log into everything else, Sunlife, Manulife, Bluesun Advisor ect.. 

This happened around 4 months ago, and I profiled it and someone reached out. 

They escalated it and a day later never had the issue until now. 

Take care,


Garry Gardiner
Partner, Loft Wealth Management Group.
Investment Representative, Quadrus Investment Services Ltd.
180 Columbia St W., Suite 4B, Waterloo, Ontario, N2L 3L3
Phone: 519-885-5177 Mobile: 519-404-8474 Fax: 519-885-9803.
 
Andrea Teny 
Executive Associate
Phone: 519-885-5177
Andrea@loftwmg.ca
  
Follow us on social!
         
 
Any activity in relation to my title as Partner of Loft Wealth Management Group. Is related to my insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.
This message may contain confidential information. If you are not the intended recipient, please delete it immediately. We have taken precautions against viruses but accept no responsibility for loss or damage caused by any virus present.",True,2025-11-05T20:32:35.000+0000,False,False,005OH0000064XtBYAU,2025-11-05T20:32:35.000+0000,005OH0000064XtBYAU,2025-11-05T20:32:36.000+0000,005OH0000064XtBYAU,2025-11-05T20:32:36.000+0000,(519)885-5177,(519) 404-8474,garry@loftwmg.ca,(519)885-9803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0L1nYAE,False,,23562995,0030A0000029l8gQAA,0010A000002w8KDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Lost old phone, needed to reset authenticator app, completed.",True,2025-11-05T21:03:35.000+0000,False,False,005OH00000BFQFGYA5,2025-11-05T20:58:18.000+0000,005OH00000BFQFGYA5,2025-11-05T21:03:35.000+0000,005OH00000BFQFGYA5,2025-11-05T21:03:35.000+0000,(250)667-1905,,marc@mcknightfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0Q2wYAE,False,,23561715,003OH00000BIXlfYAH,001OH00000Dc5H2YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:36:45.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T20:36:45.000+0000,005OH000004Ir1xYAC,2025-11-05T20:36:45.000+0000,005OH000004Ir1xYAC,2025-11-05T20:36:45.000+0000,(587)700-5824,,abidemi.aremu@alphaspringfinancial.com,(403)453-8279,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0RANYA2,False,,23563077,0030A0000029hUgQAI,0010A000002w5NvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:59:44.000+0000,False,False,0055o000002DK5fAAG,2025-11-05T20:59:44.000+0000,0055o000002DK5fAAG,2025-11-05T20:59:44.000+0000,0055o000002DK5fAAG,2025-11-05T20:59:44.000+0000,(905)370-0011,,mohammad.rahimian@dfsin.ca,(905)370-0048,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0RYTYA2,False,,23561260,0030A0000029q5uQAA,0010A000002wCPtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:28:47.000+0000,False,False,0055o000002DK5fAAG,2025-11-05T20:28:47.000+0000,0055o000002DK5fAAG,2025-11-05T20:28:48.000+0000,0055o000002DK5fAAG,2025-11-05T20:28:48.000+0000,(416)624-9604,,frencho.rampersaud@dfsin.ca,(905)846-7087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0S6MYAU,False,,23562365,003OH00000UkdlAYAR,001OH00000bVfHoYAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,MAS Fee Charges Summary Report Request,True,2025-11-05T20:48:09.000+0000,False,False,005OH0000071DK9YAM,2025-11-05T20:48:09.000+0000,005OH0000071DK9YAM,2025-11-05T20:48:09.000+0000,005OH0000071DK9YAM,2025-11-05T20:48:09.000+0000,(613)342-2555,,samantha@leonardgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0S7yYAE,False,,23561517,0030A000001XjOnQAK,001G000000urMu8IAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:33:16.000+0000,False,False,0055o000002KxaMAAS,2025-11-05T20:33:16.000+0000,0055o000002KxaMAAS,2025-11-05T20:33:17.000+0000,0055o000002KxaMAAS,2025-11-05T20:33:17.000+0000,(403) 527-1523,,nicole@smithgroupinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0SnuYAE,False,,23564264,003OH00000VJSoTYAX,001OH00000cBvOoYAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Log in issues,Medium,"Hello Elizabeth,

Thank you for contacting Canada Life’s Workspace support. 

I apologise for the trouble you are facing with accessing your workspace account. Please advise when you first completed your registration and when the last time you logged in was.

If you would prefer to speak over the phone with an agent, please respond with the best time and phone number to reach you at so that we can further assist you.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Soika, Jordan <Jordan.Soika@canadalife.com> 
Sent: November 5, 2025 3:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] Trouble logging in workforce

Hello Team,

Are you able to provide assistance to advisor Elizabeth Martin with logging into Workspace? I believe the Salesforce Authenticator would be the MFA for Workspace? 

Elizabeth’s advisor code is H8602 if needed.

Thank you kindly,

Jordan Soika (He/Him)
Assistant Manager, Contracts (MGA & National Accounts)
Contracts and Compensation Department
Tel:  (416) 552-5279 | Email:  Jordan.Soika@canadalife.com

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Elizabeth Martin <elizabeth.martin.insurance@gmail.com> 
Sent: November 4, 2025 10:17 PM
To: Soika, Jordan <Jordan.Soika@canadalife.com>
Subject: [EXT] Trouble logging in workforce

I am having trouble logging into my account using the salesforce authenticator.   The above email is different from my original which is elizabeth. martin. insurance@ gmail. com I need support logging into my account. Thank you! Regards, Elizabeth
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
I am having trouble logging into my account using the salesforce authenticator.  The above email is different from my original which is elizabeth.martin.insurance@gmail.com

I need support logging into my account. Thank you!

Regards,

Elizabeth Martin",True,2025-11-05T21:21:21.000+0000,False,False,005OH00000BGf2TYAT,2025-11-05T21:21:21.000+0000,005OH00000BGf2TYAT,2025-11-05T21:21:22.000+0000,005OH00000BGf2TYAT,2025-11-05T21:21:22.000+0000,(780)862-9552,,elizabeth.martin.insurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0TIhYAM,False,,23563990,0030A0000029nAhQAI,0010A000002wA4SQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:16:26.000+0000,False,False,005OH000005URvxYAG,2025-11-05T21:16:26.000+0000,005OH000005URvxYAG,2025-11-05T21:16:26.000+0000,005OH000005URvxYAG,2025-11-05T21:16:26.000+0000,(780)398-2041,,weaselcreek@gmail.com,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0TX6YAM,False,,23562553,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:51:21.000+0000,False,False,005OH000005URvxYAG,2025-11-05T20:51:21.000+0000,005OH000005URvxYAG,2025-11-05T20:51:21.000+0000,005OH000005URvxYAG,2025-11-05T20:51:21.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0TX8YAM,False,,23564620,003G000001IjNn1IAF,0010A000002wSARQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Custom term report,Medium,"Merci beaucoup c’est très apprécié! 😊

Bonne soirée!


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Caroline Morin <caroline@blcsf.ca> 
Sent: Wednesday, November 5, 2025 1:38 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: RE: RE: Re: RE: Polices assurance-vie temporaires - C23564620

C'est fait pour le sondage ! Merci encore et bonne soirée, -- Caroline Morin, Pl. fin. | B. A. A. Conseillère en sécurité financière Planificatrice financière Représentante en épargne collective - Services d'investissement Quadrus T. 514 639-5335
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
C'est fait pour le sondage !
 
Merci encore et bonne soirée,
-- 
Caroline Morin, Pl. fin. | B.A.A.
Conseillère en sécurité financière 
Planificatrice financière
Représentante en épargne collective - Services 

Bonjour Caroline, 

Ce fut un plaisir de vous parler et de vous aider a créer vos rapports dans votre compte Espace affaires.

Si vous avez des questions, ou besoin de modifications pour vos rapports, n’hesitez pas a m’envoyer un courriel et il me fera plaisir de vous aider de nouveau. 

Ce fut un plaisir de vous aider! 😊 Si vous pouviez m’accorder 5 secondes de votre précieux temps, veuillez cliquer sur ce lien pour évaluer mon service et partager vos idées sur notre plateforme Espace affaires. Vos commentaires nous aident à améliorer continuellement : court sondage


Bonne fin de journée! 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  


From: Caroline Morin <caroline@blcsf.ca> 
Sent: Wednesday, November 5, 2025 9:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: RE: Re: RE: Polices assurance-vie temporaires

Oui -- Caroline Morin, Pl. fin. | B. A. A. Conseillère en sécurité financière Planificatrice financière Représentante en épargne collective - Services d'investissement Quadrus T. 514 639-5335 | F. 514-639-0356 470, boul. Iberville, Repentigny,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Oui
-- 
Caroline Morin, Pl. fin. | B.A.A.
Conseillère en sécurité financière 
Planificatrice financière
Représentante en épargne collective - Services d'investissement Quadrus
T.  514 639-5335   |   F.  514-639-0356
470, boul. Iberville, Repentigny, QC  J6A2B8
 
              Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

               The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
 
 
 
----------Message original---------- 
De : Workspace Support<WorkspaceSupport@canadalife.com>
À : Caroline Morin<caroline@blcsf.ca>
Date/Heure : 2025-11-05 12:11:10
Sujet : RE: Re: RE: Polices assurance-vie temporaires
Bonjour,
 
Seriez-vous disponible aujourd’hui à 16h?
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
From: Caroline Morin <caroline@blcsf.ca>
Sent: Wednesday, November 5, 2025 7:22 AM
To: Morin, Caroline <caroline@blcsf.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Re: RE: Polices assurance-vie temporaires
 
Bonjour, Je n'ai pas eu de retour de votre part. Êtes vous disponible aujourd'hui après 14h ou demain PM ? -- Caroline Morin, Pl. fin. | B. A. A. Conseillère en sécurité financière Planificatrice financière Représentante en épargne collective
 
Bonjour,
 
Je n'ai pas eu de retour de votre part. 
 
Êtes vous disponible aujourd'hui après 14h ou demain PM ?
-- 
Caroline Morin, Pl. fin. | B.A.A.
Conseillère en sécurité financière 
Planificatrice financière
Représentante en épargne collective - Services d'investissement Quadrus
T.  514 639-5335   |   F.  514-639-0356
470, boul. Iberville, Repentigny, QC  J6A2B8
 
              Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

               The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
 
 
 
----------Message original----------
De : Caroline Morin<caroline@blcsf.ca>
À : Workspace Support<WorkspaceSupport@canadalife.com>
Date/Heure : 2025-11-04 07:42:39
Sujet : Re: RE: Polices assurance-vie temporaires
Bonjour,
 
Je suis disponible aujourd'hui ou demain en PM. 
 
Laissez-moi savoir SVP.
 
Merci,
-- 
Caroline Morin, Pl. fin. | B.A.A.
Conseillère en sécurité financière 
Planificatrice financière
Représentante en épargne collective - Services d'investissement Quadrus
T.  514 639-5335   |   F.  514-639-0356
470, boul. Iberville, Repentigny, QC  J6A2B8
 
              Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

               The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
 
 
 
----------Message original----------
De : Workspace Support<WorkspaceSupport@canadalife.com>
À : Caroline Morin<caroline@blcsf.ca>
Date/Heure : 2025-11-03 18:30:27
Sujet : RE: Polices assurance-vie temporaires
Bonjour Caroline,
 
Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  
Nous devrons céduler un appel Microsoft Teams pour préparer ce rapport. Nous ne pourrons pas générer un rapport qui contiendra les dates de renouvellement car ce renseignement n’est pas disponible dans la base de données d’Espace affaires. Nous pourrons par contre créer un rapport pour les polices temporaires qui ont été émises il y a 10 ans afin d’avoir une vue d’ensemble.
Pour céduler cet appel, veuillez nous fournir vos disponibilités en pm cette semaine.
Merci et bonne journée!
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
From: Caroline Morin <caroline@blcsf.ca>
Sent: Monday, November 3, 2025 7:52 AM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Subject: [EXT] Polices assurance-vie temporaires
 
Bonjour, Est-ce que ce serait possible SVP d'obtenir une liste de toutes mes polices d'assurance-vie temporaire avec la Canada-Vie (incluant les polices autrefois de London Life et Great-West) ? Merci et bonne journée, -- Caroline Morin, Pl. 
 
Bonjour,
Est-ce que ce serait possible SVP d'obtenir une liste de toutes mes polices d'assurance-vie temporaire avec la Canada-Vie (incluant les polices autrefois de London Life et Great-West) ?
 
Merci et bonne journée,
-- 
Caroline Morin, Pl. fin. | B.A.A.
Conseillère en sécurité financière 
Planificatrice financière
Représentante en épargne collective - Services d'investissement Quadrus
T.  514 639-5335   |   F.  514-639-0356
470, boul. Iberville, Repentigny, QC  J6A2B8
 
              Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

               The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-05T21:28:37.000+0000,False,False,0055o000001zVCKAA2,2025-11-05T21:28:37.000+0000,0055o000001zVCKAA2,2025-11-05T21:45:44.000+0000,0055o000001zVCKAA2,2025-11-05T21:45:44.000+0000,(514)639-5335X224,(514) 652-9106,caroline@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0Uo5YAE,False,,23561590,0035o00000670j4AAA,0015o000006fSQyAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:34:35.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T20:34:35.000+0000,005OH000004Ir1xYAC,2025-11-05T20:34:35.000+0000,005OH000004Ir1xYAC,2025-11-05T20:34:35.000+0000,(403)894-7258,,insurement.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0Vx3YAE,False,,23561711,003G0000018f6TIIAY,0010A000002wOQ1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Helped advisor disconnect and reconnect MFA. Signed in successfully.

==============

Good afternoon Tim,

It was a pleasure helping you access your Workspace account today.

During our call I disconnected the old authentication method and helped you connect to the new Salesforce Authenticator app. In the end you signed in successfully.

If you have any questions, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T20:54:37.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-05T20:36:40.000+0000,005OH00000AbJ7aYAF,2025-11-05T20:57:13.000+0000,005OH00000AbJ7aYAF,2025-11-05T20:57:13.000+0000,(780)489-5704,(780) 721-1946,tmurdock@aspireplanning.ca,(780)800-0407,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0WoKYAU,False,,23562787,0030A000008yWeRQAU,0010A000009uMP2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:54:59.000+0000,False,False,0055o000002DK5fAAG,2025-11-05T20:54:59.000+0000,0055o000002DK5fAAG,2025-11-05T20:55:00.000+0000,0055o000002DK5fAAG,2025-11-05T20:55:00.000+0000,(905)570-1200X273,,linda.robinson@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0XAsYAM,False,,23562095,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,MAS Fee Charges Summary Report Request,True,2025-11-05T20:43:29.000+0000,False,False,005OH0000071DK9YAM,2025-11-05T20:43:29.000+0000,005OH0000071DK9YAM,2025-11-05T20:43:29.000+0000,005OH0000071DK9YAM,2025-11-05T20:43:29.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0XMAYA2,False,,23561938,0030A000008mxPPQAY,0010A000009hfWLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:40:45.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T20:40:45.000+0000,005OH000004Ir1xYAC,2025-11-05T20:40:45.000+0000,005OH000004Ir1xYAC,2025-11-05T20:40:45.000+0000,(403)253-4840,(403) 818-1038,nathan.revoal@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0XvdYAE,False,,23561908,0030A0000078066QAA,0010A000007z0PWQAY,,,,,,,012OH000000ijW5YAI,Open,,Phone,,WRS - Ad Hoc Report,Medium,MAS Fee Charges Summary Report Request,False,,False,False,005OH0000071DK9YAM,2025-11-05T20:40:10.000+0000,005OH0000071DK9YAM,2025-11-05T20:40:11.000+0000,005OH0000071DK9YAM,2025-11-05T20:40:11.000+0000,(613)224-8452,,brandonbrisbois@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0aISYAY,False,,23563702,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:10:54.000+0000,False,False,005OH000005URvxYAG,2025-11-05T21:10:54.000+0000,005OH000005URvxYAG,2025-11-05T21:10:54.000+0000,005OH000005URvxYAG,2025-11-05T21:10:54.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0dOLYAY,False,,23562489,0031600002NTvN1AAL,0010A000002wNifQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,MAS Fee Charges Summary Report Request,True,2025-11-05T20:50:26.000+0000,False,False,005OH0000071DK9YAM,2025-11-05T20:50:26.000+0000,005OH0000071DK9YAM,2025-11-05T20:50:26.000+0000,005OH0000071DK9YAM,2025-11-05T20:50:26.000+0000,(506)857-6835,(506) 531-5660,jeremy@axisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0dRaYAI,False,,23563582,0030A0000029jyOQAQ,0010A000002w7O2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:08:35.000+0000,False,False,0055o000001NWfMAAW,2025-11-05T21:08:35.000+0000,0055o000001NWfMAAW,2025-11-05T21:08:35.000+0000,0055o000001NWfMAAW,2025-11-05T21:08:35.000+0000,(905)707-1087,4373333339,trangkphan@yahoo.com,(905)707-1086,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0edlYAA,False,,23562599,0035o000004UffFAAS,0015o0000053fnnAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:51:59.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T20:51:59.000+0000,005OH000006owoYYAQ,2025-11-05T20:51:59.000+0000,005OH000006owoYYAQ,2025-11-05T20:51:59.000+0000,(306)228-7118,,amberuzelman@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0eyjYAA,False,,23562629,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:52:27.000+0000,False,False,005OH000005URvxYAG,2025-11-05T20:52:27.000+0000,005OH000005URvxYAG,2025-11-05T20:52:28.000+0000,005OH000005URvxYAG,2025-11-05T20:52:28.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0fGTYAY,False,,23562663,003G0000018f6fHIAQ,0010A000002wOdJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:52:57.000+0000,False,False,005G0000002gxxjIAA,2025-11-05T20:52:57.000+0000,005G0000002gxxjIAA,2025-11-05T20:52:57.000+0000,005G0000002gxxjIAA,2025-11-05T20:52:57.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0fOZYAY,False,,23563123,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:00:38.000+0000,False,False,005OH000005URvxYAG,2025-11-05T21:00:38.000+0000,005OH000005URvxYAG,2025-11-05T21:00:38.000+0000,005OH000005URvxYAG,2025-11-05T21:00:38.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0fOfYAI,False,,23564646,0030A0000029YwyQAE,0010A000002vyImQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:29:10.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T21:29:10.000+0000,005OH000006owoYYAQ,2025-11-05T21:29:10.000+0000,005OH000006owoYYAQ,2025-11-05T21:29:11.000+0000,(306)382-7777X23,3063827777,chris@mfg.ca,(306)382-7177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0flBYAQ,False,,23563847,0030A0000029jyOQAQ,0010A000002w7O2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:13:39.000+0000,False,False,0055o000001NWfMAAW,2025-11-05T21:13:39.000+0000,0055o000001NWfMAAW,2025-11-05T21:13:39.000+0000,0055o000001NWfMAAW,2025-11-05T21:13:39.000+0000,(905)707-1087,4373333339,trangkphan@yahoo.com,(905)707-1086,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0g4TYAQ,False,,23562740,0030A0000029ps2QAA,0010A000002wCEHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:54:15.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T20:54:15.000+0000,005OH000006owoYYAQ,2025-11-05T20:54:16.000+0000,005OH000006owoYYAQ,2025-11-05T20:54:16.000+0000,(306)242-7526,,celeste.yuzdepski@raymondjames.ca,(306)242-7527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0gAyYAI,False,,23563497,0035o000006p1EeAAI,0015o000007QS79AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:07:14.000+0000,False,False,005OH000005URvxYAG,2025-11-05T21:07:14.000+0000,005OH000005URvxYAG,2025-11-05T21:07:14.000+0000,005OH000005URvxYAG,2025-11-05T21:07:14.000+0000,(780)860-1277,,josephuruvath2410@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0h3lYAA,False,,23562827,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T20:55:35.000+0000,False,False,005OH000005URvxYAG,2025-11-05T20:55:35.000+0000,005OH000005URvxYAG,2025-11-05T20:55:36.000+0000,005OH000005URvxYAG,2025-11-05T20:55:36.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0hN8YAI,False,,23563362,003G0000018f6ncIAA,0010A000002wOpMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:04:57.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T21:04:57.000+0000,005OH000006owoYYAQ,2025-11-05T21:04:58.000+0000,005OH000006owoYYAQ,2025-11-05T21:04:58.000+0000,(306)221-5819,(306) 221-5819,chris@hbwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0kw5YAA,False,,23563210,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:02:23.000+0000,False,False,005OH000005URvxYAG,2025-11-05T21:02:23.000+0000,005OH000005URvxYAG,2025-11-05T21:02:23.000+0000,005OH000005URvxYAG,2025-11-05T21:02:23.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0mzWYAQ,False,,23563803,0030A0000029UuVQAU,0010A000002vuxUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:12:49.000+0000,False,False,005G0000002gxxjIAA,2025-11-05T21:12:49.000+0000,005G0000002gxxjIAA,2025-11-05T21:12:49.000+0000,005G0000002gxxjIAA,2025-11-05T21:12:49.000+0000,(450)464-1567,(514) 238-3994,gilles.cardinal@videotron.ca,(450)773-2676,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0ncGYAQ,False,,23564274,003OH00000QSn8UYAT,001OH00000WCHW5YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:21:38.000+0000,False,False,005OH000002iJPDYA2,2025-11-05T21:21:38.000+0000,005OH000002iJPDYA2,2025-11-05T21:21:39.000+0000,005OH000002iJPDYA2,2025-11-05T21:21:39.000+0000,(778)855-2592,,deolee989@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0pnkYAA,False,,23565076,003G0000018f7Z7IAI,0010A000002wPfxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:38:08.000+0000,False,False,0055o000002KxaMAAS,2025-11-05T21:38:08.000+0000,0055o000002KxaMAAS,2025-11-05T21:38:08.000+0000,0055o000002KxaMAAS,2025-11-05T21:38:08.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0s2TYAQ,False,,23565713,0030A0000029nNJQAY,0010A000002wAG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Caller requested call-back from supervisorial staff regarding authentication issues and other concerns 

===Email Chain===

Good afternoon Jeffrey, 

Thank you for taking the time to speak with me this afternoon. 
It was a pleasure to speak with you today to address the concerns that you had regarding authentication with Workspace and the issue you have been facing with placing new business. .  

Regarding what we spoke of pertaining to your support staff having access to your clients, please see the attached form. 
As Workspace is a one-to-one use portal, and only the profile owner is able to access Workspace, we will need to have Workspace profiles created for your staff. 
Please complete the form, one each for any staff member who requires their own access to your business, and please submit the completed form to the Distribution Methodology team at Distribution_Methodology@canadalife.com.
Once this is completed, the Distribution Methodology team will begin the process of creating these new profiles for your staff so they will no longer need to rely on your availability. 

@cinglis@lawtonpartners.ca – Good afternoon, Cameron! We understand that you have been experiencing difficulty with accessing your Workspace profile due to the authentication app. 
If you would like, we can schedule a time of your choosing to review your authenticator and have your access to Workspace restored. 
I will be available tomorrow from 9:30am – 10:00am, 11:00am - 12:00pm, 12:30 – 1:00pm, or anytime from 3:30pm to 5:00pm EST. 
Please let me know if there is a preferred available time and I will be glad to connect with you. 

Jeffrey, we have also escalated the error you have been facing regarding uploading documents in New Business. 
The ticket number for this escalation is INC1844802.
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Have a wonderful rest of your day!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T14:43:37.000+0000,False,False,005OH000001yNnaYAE,2025-11-05T21:52:02.000+0000,005OH000001yNnaYAE,2025-11-14T14:43:37.000+0000,005OH000001yNnaYAE,2025-11-14T14:43:37.000+0000,(204)944-3536,,cure96ni@gmail.com,(204)947-3512,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0sKAYAY,False,,23564027,0030A0000091uW6QAI,0010A000009yYN1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:16:54.000+0000,False,False,005OH000002iJPDYA2,2025-11-05T21:16:54.000+0000,005OH000002iJPDYA2,2025-11-05T21:16:54.000+0000,005OH000002iJPDYA2,2025-11-05T21:16:54.000+0000,(778)239-6658,,ghjh1203@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0txqYAA,False,,23565469,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:46:17.000+0000,False,False,005G0000002gxxjIAA,2025-11-05T21:46:17.000+0000,005G0000002gxxjIAA,2025-11-05T21:46:18.000+0000,005G0000002gxxjIAA,2025-11-05T21:46:18.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0ugvYAA,False,,23564140,0030A000008WAhlQAG,0010A000009QUi2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:18:50.000+0000,False,False,005OH00000865wTYAQ,2025-11-05T21:18:50.000+0000,005OH00000865wTYAQ,2025-11-05T21:18:50.000+0000,005OH00000865wTYAQ,2025-11-05T21:18:50.000+0000,(780)328-2562X107,,katie@personalizedwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0vDEYAY,False,,23564592,0030A0000029mOAQAY,0010A000002w9NyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:27:59.000+0000,False,False,005OH000003ds0PYAQ,2025-11-05T21:27:59.000+0000,005OH000003ds0PYAQ,2025-11-05T21:28:00.000+0000,005OH000003ds0PYAQ,2025-11-05T21:28:00.000+0000,(905)430-4994,,louisa@lcmplanning.com,(365)881-1311,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0vbRYAQ,False,,23565563,0030A0000029bRmQAI,0010A000002w0O7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:48:13.000+0000,False,False,005G0000002gxxjIAA,2025-11-05T21:48:13.000+0000,005G0000002gxxjIAA,2025-11-05T21:48:13.000+0000,005G0000002gxxjIAA,2025-11-05T21:48:13.000+0000,(514)822-4270,,sylvain.leclerc@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0wJ2YAI,False,,23565991,0030A00000BaC2fQAF,0010A00000CAMYCQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:59:13.000+0000,False,False,005OH000002iJPDYA2,2025-11-05T21:59:13.000+0000,005OH000002iJPDYA2,2025-11-05T21:59:13.000+0000,005OH000002iJPDYA2,2025-11-05T21:59:13.000+0000,(778)929-3268,,karenxiao.insurance@monicfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0wysYAA,False,,23564558,0030A00000BT0cIQAT,0010A00000C3AQPQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:27:15.000+0000,False,False,005OH000003ds0PYAQ,2025-11-05T21:27:15.000+0000,005OH000003ds0PYAQ,2025-11-05T21:27:16.000+0000,005OH000003ds0PYAQ,2025-11-05T21:27:16.000+0000,(613)367-5567,,lisae51@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f0z0iYAA,False,,23565492,003OH00000HMDHtYAP,001OH00000LP3DFYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:46:44.000+0000,False,False,005OH000005URvxYAG,2025-11-05T21:46:44.000+0000,005OH000005URvxYAG,2025-11-05T21:46:44.000+0000,005OH000005URvxYAG,2025-11-05T21:46:44.000+0000,(780)953-3399,,dannytatszeto@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f10WGYAY,False,,23566330,003OH00000LGTrbYAH,001OH00000PuOqvYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T22:08:20.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T22:08:20.000+0000,005OH000004Ir1xYAC,2025-11-05T22:08:20.000+0000,005OH000004Ir1xYAC,2025-11-05T22:08:20.000+0000,(587)899-9939,,kevin.he97@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f120AYAQ,False,,23564941,0030A0000029nEiQAI,0010A000002wA7vQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:34:58.000+0000,False,False,005OH000005URvxYAG,2025-11-05T21:34:58.000+0000,005OH000005URvxYAG,2025-11-05T21:34:58.000+0000,005OH000005URvxYAG,2025-11-05T21:34:58.000+0000,(403)346-0095,(403) 352-3144,halgillrie@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f12rNYAQ,False,,23564901,0030A0000029pNIQAY,0010A000002wBqTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:34:16.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T21:34:16.000+0000,005OH000006owoYYAQ,2025-11-05T21:34:16.000+0000,005OH000006owoYYAQ,2025-11-05T21:34:16.000+0000,(306)954-2006,,mossingfc@outlook.com,(306)952-2089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f13SUYAY,False,,23565423,0030A00000CStLAQA1,0010A00000D3sjCQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:45:04.000+0000,False,False,005OH000005URvxYAG,2025-11-05T21:45:04.000+0000,005OH000005URvxYAG,2025-11-05T21:45:05.000+0000,005OH000005URvxYAG,2025-11-05T21:45:05.000+0000,(587)936-1448,(587) 936-1448,kcm@ualberta.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f16WqYAI,False,,23566463,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T22:12:07.000+0000,False,False,0055o000002KxaMAAS,2025-11-05T22:12:07.000+0000,0055o000002KxaMAAS,2025-11-05T22:12:07.000+0000,0055o000002KxaMAAS,2025-11-05T22:12:07.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f16i7YAA,False,,23565719,0030A0000029cgJQAQ,0010A000002w1KTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:52:05.000+0000,False,False,005OH000006owoYYAQ,2025-11-05T21:52:05.000+0000,005OH000006owoYYAQ,2025-11-05T21:52:06.000+0000,005OH000006owoYYAQ,2025-11-05T21:52:06.000+0000,(306)596-3261,(306) 501-0417,thompsonc024@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f19uXYAQ,False,,23566404,003OH00000M0nH5YAJ,001OH00000Ql7X2YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T22:10:19.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T22:10:19.000+0000,005OH000004Ir1xYAC,2025-11-05T22:10:19.000+0000,005OH000004Ir1xYAC,2025-11-05T22:10:19.000+0000,(780)263-9889,,albertqzq@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1AKHYA2,False,,23565627,003G0000018f7drIAA,0010A000002wPkNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:49:41.000+0000,False,False,0055o000002KxaMAAS,2025-11-05T21:49:41.000+0000,0055o000002KxaMAAS,2025-11-05T21:49:42.000+0000,0055o000002KxaMAAS,2025-11-05T21:49:42.000+0000,(780)465-5201,(780) 497-1036,marie@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1ATxYAM,False,,23565637,0035o000005kYUgAAM,0015o000006JDRQAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:49:52.000+0000,False,False,005OH000004pk06YAA,2025-11-05T21:49:52.000+0000,005OH000004pk06YAA,2025-11-05T21:49:52.000+0000,005OH000004pk06YAA,2025-11-05T21:49:52.000+0000,(289)200-4611,,jcmhope@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1BWYYA2,False,,23567102,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T22:31:46.000+0000,False,False,0055o000002KxaMAAS,2025-11-05T22:31:46.000+0000,0055o000002KxaMAAS,2025-11-05T22:31:46.000+0000,0055o000002KxaMAAS,2025-11-05T22:31:46.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1D6rYAE,False,,23565850,003OH00000RHTJ7YAP,001OH00000X9VpkYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:55:08.000+0000,False,False,005OH000005URvxYAG,2025-11-05T21:55:08.000+0000,005OH000005URvxYAG,2025-11-05T21:55:08.000+0000,005OH000005URvxYAG,2025-11-05T21:55:08.000+0000,(780)487-7903,,blake@deanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1D6sYAE,False,,23567067,003OH00000TE1DGYA1,001OH00000ZaQQ5YAN,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support,Medium,"User needed their activation code for their User ID registration

Hello，
Thank you for your reply! I missed the part during our call where you mentioned I need to wait 48 hours. I will wait and try to log in again next week. 
Have a wonderful day!
Alfreda



Hi Guohui,

As mentioned during our call, you will need to wait 48 business hours before you can start your Workspace account registration. The systems need to “digest” your newly created User ID. 

Please try again on Friday around the same time and you should be able to complete your registration. 

If you are still not able to finish your registration, please send us an email and we will schedule a call to assist you. 

Have a wonderful day. 


Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Alfreda lee <lgh947514599@gmail.com> 
Sent: Wednesday, November 5, 2025 3:09 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Phone Call - User ID registration - C23567067

Dear Canada Life Technical Support, Thank you for your help. I have successfully set up my user ID and password. However, I still cannot complete the workspace registration. When I enter my user ID and password, the system shows that there is
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Dear Canada Life Technical Support,

Thank you for your help. I have successfully set up my user ID and password. However, I still cannot complete the workspace registration. When I enter my user ID and password, the system shows that there is no data associated with my account.

Could you please assist me further with this issue?
Thank you very much for your time and support.

Best regards,
Guohui Li
Agent Code: H8101
Contract Number: H8101-SCRIU


Hi Guohui, 

Thank you for contacting Workspace Support.  

To register your User ID, please use this link: https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/TermsAndConditionsSetup.do

Your activation code is 1-1F0XEF0


Let us know if you are able to finish your User ID registration with this activation code. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T22:38:55.000+0000,False,False,0055o000001zVCKAA2,2025-11-05T22:30:17.000+0000,0055o000001zVCKAA2,2025-11-06T22:38:56.000+0000,0055o000001zVCKAA2,2025-11-06T22:38:56.000+0000,(236)869-1060,,alfredali@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1DWgYAM,False,,23565998,0030A0000029eBnQAI,0010A000002w2akQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T21:59:23.000+0000,False,False,005G0000002gxxjIAA,2025-11-05T21:59:23.000+0000,005G0000002gxxjIAA,2025-11-05T21:59:23.000+0000,005G0000002gxxjIAA,2025-11-05T21:59:23.000+0000,(450)508-2174,(514) 993-6111,stephane.charbonneau@iggpp.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1FqHYAU,False,,23566632,0030A0000029bEgQAI,0010A000002w0FwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T22:16:39.000+0000,False,False,0055o000002KxaMAAS,2025-11-05T22:16:39.000+0000,0055o000002KxaMAAS,2025-11-05T22:16:39.000+0000,0055o000002KxaMAAS,2025-11-05T22:16:39.000+0000,(780)886-9795,,nirmal.shah30@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1HwtYAE,False,,23566963,003OH0000065JY3YAM,001OH000007b7MjYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T22:26:57.000+0000,False,False,005OH000002iJPDYA2,2025-11-05T22:26:57.000+0000,005OH000002iJPDYA2,2025-11-05T22:26:57.000+0000,005OH000002iJPDYA2,2025-11-05T22:26:57.000+0000,(778)922-4086,,lucasyan@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1IJRYA2,False,,23566239,003OH00000Mj4m6YAB,001OH00000RZcauYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T22:05:48.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T22:05:48.000+0000,005OH000004Ir1xYAC,2025-11-05T22:05:48.000+0000,005OH000004Ir1xYAC,2025-11-05T22:05:48.000+0000,(587)429-9675,,malayapunzalan@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1JImYAM,False,,23567122,0030A0000029lDQQAY,0010A000002w8OiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Disconnected MFA after authentication and reconnected. User was able to get into their Workspace successfully.

***Email***

Hello Emilija,

Thanks for contacting the Workspace Support team regarding resetting the MFA to gain access to Workspace.

We have reconnected the MFA (Multi Factor Authentication) and were able to login into Workspace, so you should be facing no issues moving forward.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our Survey . Thanks in advance 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T23:13:13.000+0000,False,False,005OH00000BFQFBYA5,2025-11-05T22:32:42.000+0000,005OH00000BFQFBYA5,2025-11-05T23:13:38.000+0000,005OH00000BFQFBYA5,2025-11-05T23:13:38.000+0000,(604)761-0005,,enikolic@harbourfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1OYXYA2,False,,23566700,003OH00000Mj9iTYAR,001OH00000RZcanYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T22:18:58.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T22:18:58.000+0000,005OH000004Ir1xYAC,2025-11-05T22:18:59.000+0000,005OH000004Ir1xYAC,2025-11-05T22:18:59.000+0000,(403)903-6113,,lan.tk.nguyen@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1TDFYA2,False,,23567099,003G0000018f6vrIAA,0010A000002wOxjQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,Caller is unable to access GBP. They receive the message no clients exist INC1844903 submitted,True,2025-11-05T23:02:15.000+0000,False,False,005OH00000BFQFEYA5,2025-11-05T22:31:38.000+0000,005OH00000BFQFEYA5,2025-11-05T23:02:15.000+0000,005OH00000BFQFEYA5,2025-11-05T23:02:15.000+0000,(250)475-1108,(250) 727-1287,deneen@mcgltd.ca,(250)475-3098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1V5NYAU,False,,23567253,0030A000009JJTtQAO,0010A00000ALIneQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,"*das*

lorna fernandez
on simple protect, on the application, the code H9103, it's supposed to be me but it's my assistant on that code
my code is E3682 - 
with log me in , was able to select Lorna in Simple Protect

*email*

Good afternoon Lorna, 

Thank you for contacting the Workspace Support Team with your New Business inquiry. 

You were filing out an application but noticed that your licensed assistant was showing as the servicing advisor. This was due to you choosing the assistant as the servicing advisor.  You also noticed that in APEXA that you are showing under your assistants’ code which caused you to select the wrong person based on the number. We could not fix that directly, but we can tell you who can. You already sent an email to Distribution Methodology, while you wait for them, reaching out to your RSA or MGA would also be helpful. The RSA should be available from this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. If you have any questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-05T23:42:45.000+0000,False,False,005OH000008919xYAA,2025-11-05T22:36:55.000+0000,005OH000008919xYAA,2025-11-05T23:42:45.000+0000,005OH000008919xYAA,2025-11-05T23:42:45.000+0000,(780)862-4678,,lorna@fernandezfinancialsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1WXhYAM,False,,23567359,003OH00000OyvtsYAB,001OH00000UORPQYA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-05T22:40:57.000+0000,False,False,005OH000004Ir1xYAC,2025-11-05T22:40:57.000+0000,005OH000004Ir1xYAC,2025-11-05T22:40:57.000+0000,005OH000004Ir1xYAC,2025-11-05T22:40:57.000+0000,(306)880-0610,,avneetdhani2@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1YrKYAU,False,,23569125,0035o000006mVVrAAM,0015o000007NIboAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T00:11:19.000+0000,False,False,005OH000002iJPDYA2,2025-11-06T00:11:19.000+0000,005OH000002iJPDYA2,2025-11-06T00:11:19.000+0000,005OH000002iJPDYA2,2025-11-06T00:11:19.000+0000,(778)288-8788,,investmentcad@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1awKYAQ,False,,23568452,003G0000018f7CPIAY,0010A000002wPGNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User asked if a t2033 is required for Canada Life group product transfer to fund a policy,Medium,"Bonjour Estelle,

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Un formulaire T2033 n’est pas requis pour les transfert de fond internes (provenant de Canada Vie). Étant donné que les fonds sont transférés à l’interne, c’est-à-dire qu’ils demeurent chez Canada Vie, le système reconnaît ce type de transfert comme interne. Par conséquent, la proposition électronique ne génère pas automatiquement de formulaire pour le transfert d’une autre institution financière (Canada vie a son propre formulaire équivalent au T2151 et au T2033). 

L’application de Proposition de fonds distincts en ligne est conçue pour exclure le T2033 dans les cas de transferts internes, puisque les fonds ne quittent pas Canada Vie. Pour éviter tout délai, il est recommandé d’ajouter une note dans la section « Instructions spéciales » à l’étape 4 de l’application, précisant qu’il s’agit d’un transfert interne.

Si l’application a déjà été soumise et que vous attendez une confirmation, vous pouvez consulter le Centre d’investissement pour vérifier l’état du transfert (c’est toutefois seulement disponible pour les conseillers du réseau Direct). Des notes telles que « en attente de fonds » ou « transfert interne depuis Canada Vie » peuvent y apparaître et confirmer la provenance des fonds.

Bonne fin de journée!

J’espère que vous êtes satisfait de la façon dont je vous ai aidé aujourd’hui. Pour m’assurer que je réponde à vos attentes, j’aimerais vraiment que vous répondiez à ce bref sondage de satisfaction : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  







From: Allard, Estelle <Estelle.Allard@canadavie.com> 
Sent: Tuesday, November 4, 2025 1:28 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: T2033_Services Collectifs à la Canada Vie

Bonjour,

Voici la situation du client :
•	Garry-David Tang
•	RSPTracking ID: 43996
Il n'y pas encore de numéro de police disponible dans le centre d'investissement.
 
Je voulais confirmer si j'étais supposé d'envoyer un t2033 ou non car la proposition électronique n'avait pas proposé de le faire malgré le fait que j'ai indiqué dans le propos que c'était un transfert des services de retraite collectifs au sein de la Canada Vie. 
•	Numéro de régime collectif: 56088-09
•	Numéro de certificat: 100025615

Est-ce que le fait que l’argent provienne de Services Collectifs de Canada Vie pourrait expliquer la procédure sans T2033 (transfert interne) ou c’est un glitch du système (qui aurait dû en générer un) ?

Benjamin veut juste confirmer, pour éviter d’attendre longtemps pour rien.

Merci d’avance,

Estelle Allard
Associée régionale des ventes internes, Gestion du Patrimoine
Regional Inside Sales Associate, Wealth Management
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
estelle.allard@CanadaVie.com
Bureau : (438) 817-2528

 


Rendez-vous au : canadavie.com   Regardez notre dernière annonce
Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




From: Sienche, Franck <Franck.Sienche@canadavie.com> 
Sent: 4 novembre 2025 16:25
To: Allard, Estelle <Estelle.Allard@canadavie.com>
Subject: TR: Client

Bonjour Estelle,

SVP voir ci-dessous

Est-ce que le fait que l’argent provienne de Services Collectifs de Canada Vie pourrait expliquer la procédure sans T2033 (transfert interne) ou c’est un glitch du système (qui aurait dû en générer un) ?

Benjamin veut juste confirmer, pour éviter d’attendre longtemps pour rien.

Merci 

Franck Sienché. MSc, Pl.Fin
Directeur régional des ventes, Gestion du Patrimoine
Regional sales manager, Wealth Management
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Cell : 514 290 0702       Bureau : 514 878 6345

Estelle Allard
Associée Régionale des ventes internes, Gestion du Patrimoine
Regional Inside Sales Associate, Wealth Management
estelle.allard@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (438) 817-2528

 


Rendez-vous au : canadavie.com   Regardez notre dernière annonce
Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

De : Benjamin Kobuke <benjamin.kobuke@groupefinancierkoby.ca> 
Envoyé : 4 novembre 2025 12:57
À : Sienche, Franck <Franck.Sienche@canadavie.com>
Objet : [EXT] Client

Salut Franck, Voici les renseignements du client: Garry-David Tang RSPTracking ID: 43996 Il n'y pas encore de numéro de police disponible dans le centre d'investissement. Je voulais confirmer si j'étais supposé d'envoyer un t2033 ou non car
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Salut Franck,
 
Voici les renseignements du client:
•	Garry-David Tang
•	RSPTracking ID: 43996
Il n'y pas encore de numéro de police disponible dans le centre d'investissement.
 
Je voulais confirmer si j'étais supposé d'envoyer un t2033 ou non car la proposition électronique n'avait pas proposé de le faire malgré le fait que j'ai indiqué dans le propos que c'était un transfert des services de retraite collectifs au sein de la Canada Vie. 
•	Numéro de régime collectif: 56088-09
•	Numéro de certificat: 100025615
 
Merci Franck!
 
 
 
Benjamin
 
 
 
 
--
________________________________________
 
  	Benjamin Kobuke
Groupe Financier Koby
Conseiller en sécurité financière
Bureau: 450-672-3434 ext. 301
benjamin.kobuke@groupefinancierkoby.ca
Bonjour Estelle,

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Un formulaire T2033 n’est pas requis pour les transfert de fond internes (provenant de Canada Vie). Étant donné que les fonds sont transférés à l’interne, c’est-à-dire qu’ils demeurent chez Canada Vie, le système reconnaît ce type de transfert comme interne. Par conséquent, la proposition électronique ne génère pas automatiquement de formulaire pour le transfert d’une autre institution financière (Canada vie a son propre formulaire équivalent au T2151 et au T2033). 

L’application de Proposition de fonds distincts en ligne est conçue pour exclure le T2033 dans les cas de transferts internes, puisque les fonds ne quittent pas Canada Vie. Pour éviter tout délai, il est recommandé d’ajouter une note dans la section « Instructions spéciales » à l’étape 4 de l’application, précisant qu’il s’agit d’un transfert interne.

Si l’application a déjà été soumise et que vous attendez une confirmation, vous pouvez consulter le Centre d’investissement pour vérifier l’état du transfert (c’est toutefois seulement disponible pour les conseillers du réseau Direct). Des notes telles que « en attente de fonds » ou « transfert interne depuis Canada Vie » peuvent y apparaître et confirmer la provenance des fonds.

Bonne fin de journée!

J’espère que vous êtes satisfait de la façon dont je vous ai aidé aujourd’hui. Pour m’assurer que je réponde à vos attentes, j’aimerais vraiment que vous répondiez à ce bref sondage de satisfaction : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  







From: Allard, Estelle <Estelle.Allard@canadavie.com> 
Sent: Tuesday, November 4, 2025 1:28 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: T2033_Services Collectifs à la Canada Vie

Bonjour,

Voici la situation du client :
•	Garry-David Tang
•	RSPTracking ID: 43996
Il n'y pas encore de numéro de police disponible dans le centre d'investissement.
 
Je voulais confirmer si j'étais supposé d'envoyer un t2033 ou non car la proposition électronique n'avait pas proposé de le faire malgré le fait que j'ai indiqué dans le propos que c'était un transfert des services de retraite collectifs au sein de la Canada Vie. 
•	Numéro de régime collectif: 56088-09
•	Numéro de certificat: 100025615

Est-ce que le fait que l’argent provienne de Services Collectifs de Canada Vie pourrait expliquer la procédure sans T2033 (transfert interne) ou c’est un glitch du système (qui aurait dû en générer un) ?

Benjamin veut juste confirmer, pour éviter d’attendre longtemps pour rien.

Merci d’avance,

Estelle Allard
Associée régionale des ventes internes, Gestion du Patrimoine
Regional Inside Sales Associate, Wealth Management
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
estelle.allard@CanadaVie.com
Bureau : (438) 817-2528

 


Rendez-vous au : canadavie.com   Regardez notre dernière annonce
Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




From: Sienche, Franck <Franck.Sienche@canadavie.com> 
Sent: 4 novembre 2025 16:25
To: Allard, Estelle <Estelle.Allard@canadavie.com>
Subject: TR: Client

Bonjour Estelle,

SVP voir ci-dessous

Est-ce que le fait que l’argent provienne de Services Collectifs de Canada Vie pourrait expliquer la procédure sans T2033 (transfert interne) ou c’est un glitch du système (qui aurait dû en générer un) ?

Benjamin veut juste confirmer, pour éviter d’attendre longtemps pour rien.

Merci 

Franck Sienché. MSc, Pl.Fin
Directeur régional des ventes, Gestion du Patrimoine
Regional sales manager, Wealth Management
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Cell : 514 290 0702       Bureau : 514 878 6345

Estelle Allard
Associée Régionale des ventes internes, Gestion du Patrimoine
Regional Inside Sales Associate, Wealth Management
estelle.allard@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (438) 817-2528

 


Rendez-vous au : canadavie.com   Regardez notre dernière annonce
Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

De : Benjamin Kobuke <benjamin.kobuke@groupefinancierkoby.ca> 
Envoyé : 4 novembre 2025 12:57
À : Sienche, Franck <Franck.Sienche@canadavie.com>
Objet : [EXT] Client

Salut Franck, Voici les renseignements du client: Garry-David Tang RSPTracking ID: 43996 Il n'y pas encore de numéro de police disponible dans le centre d'investissement. Je voulais confirmer si j'étais supposé d'envoyer un t2033 ou non car
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Salut Franck,
 
Voici les renseignements du client:
•	Garry-David Tang
•	RSPTracking ID: 43996
Il n'y pas encore de numéro de police disponible dans le centre d'investissement.
 
Je voulais confirmer si j'étais supposé d'envoyer un t2033 ou non car la proposition électronique n'avait pas proposé de le faire malgré le fait que j'ai indiqué dans le propos que c'était un transfert des services de retraite collectifs au sein de la Canada Vie. 
•	Numéro de régime collectif: 56088-09
•	Numéro de certificat: 100025615
 
Merci Franck!
 
 
 
Benjamin
 
 
 
 
--
________________________________________
 
  	Benjamin Kobuke
Groupe Financier Koby
Conseiller en sécurité financière
Bureau: 450-672-3434 ext. 301
benjamin.kobuke@groupefinancierkoby.ca",True,2025-11-05T23:28:40.000+0000,False,False,0055o000001zVCKAA2,2025-11-05T23:28:40.000+0000,0055o000001zVCKAA2,2025-11-05T23:28:41.000+0000,0055o000001zVCKAA2,2025-11-05T23:28:41.000+0000,(514)814-5948,(514) 814-5948,benjamin.kobuke@groupefinancierkoby.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1eaBYAQ,False,,23569311,0030A0000029kfnQAA,0010A000002w7y0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Inforce Illustration,Medium,"***DDS 11/06/2025**
Web Illustrator - Tech Issue with password protected document was resolved for user.

***DDS 11/05/2025***
User was having issues with Password protected document not working with the last 4 digits of the policy number.

****Email***

Hello Penny, 

Thanks for calling the Workspace Support team regarding the password not working for the password protected document.

I have gone ahead and escalated this issue to our Digital Technical Lab Team for review.

I will reach back out to you as soon as I receive more information on the matter.

Thank you and have a great rest of your night!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T20:49:22.000+0000,False,False,005OH00000BFQFBYA5,2025-11-06T00:29:06.000+0000,005OH00000BFQFBYA5,2025-11-06T20:51:06.000+0000,005OH00000BFQFBYA5,2025-12-13T02:01:53.000+0000,(250)385-0058,,penny@tpcfinancial.com,(250)385-0078,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1f7yYAA,False,,23568699,0030A0000029e1DQAQ,0010A000002w2QyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,caller was having issues with SF Authenticator. I resolved the issue on case 23569160,True,2025-11-06T00:38:25.000+0000,False,False,005OH00000BFQFEYA5,2025-11-05T23:42:59.000+0000,005OH00000BFQFEYA5,2025-11-06T00:38:25.000+0000,005OH00000BFQFEYA5,2025-11-06T00:38:25.000+0000,(604)765-7588,,adrian@5oflove.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1gfDYAQ,False,,23569160,0030A0000029e1DQAQ,0010A000002w2QyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"outbound call to disconnect authenticator from original case #23568699 - member was able to successfully reinstall the app and log into Workspace

From: CL Workspace Support 
Sent: November 5, 2025 7:33 PM
To: 'adrian@5oflove.com' <adrian@5oflove.com>
Subject: Salesforce Authenticator App Issues case 25369160

Hello Adrian ,

Thank you for contacting Workspace Support. It was a pleasure to assist you with your authenticator issues. 

I apologize again for the delay in locating your information. To recap our conversation, you were having issues with the Salesforce Authenticator app. I disconnected the authenticator app and you were able to successfully download the app again and log into Workspace. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 

If you could kindly spare less than 30 seconds (using this link survey) to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Julie B. 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-06T00:34:32.000+0000,False,False,005OH00000BFQFEYA5,2025-11-06T00:15:01.000+0000,005OH00000BFQFEYA5,2025-11-06T00:36:29.000+0000,005OH00000BFQFEYA5,2025-11-06T00:36:29.000+0000,(604)765-7588,,adrian@5oflove.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1hhjYAA,False,,23569455,003G0000018f6puIAA,0010A000002wOrdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T00:40:57.000+0000,False,False,005OH000002iJPDYA2,2025-11-06T00:40:57.000+0000,005OH000002iJPDYA2,2025-11-06T00:40:57.000+0000,005OH000002iJPDYA2,2025-11-06T00:40:57.000+0000,(604)723-2969,(604) 723-2969,camby.wang@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1kVsYAI,False,,23569132,0035o000006mVVrAAM,0015o000007NIboAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T00:11:58.000+0000,False,False,005OH000002iJPDYA2,2025-11-06T00:11:58.000+0000,005OH000002iJPDYA2,2025-11-06T00:11:58.000+0000,005OH000002iJPDYA2,2025-11-06T00:11:58.000+0000,(778)288-8788,,investmentcad@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1mRDYAY,False,,23569158,0030A0000029WCsQAM,0010A000002vw0qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T00:14:45.000+0000,False,False,005OH000002iJPDYA2,2025-11-06T00:14:45.000+0000,005OH000002iJPDYA2,2025-11-06T00:14:45.000+0000,005OH000002iJPDYA2,2025-11-06T00:14:45.000+0000,(778)829-2712,,angel@bestcarefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1rYvYAI,False,,23569270,0030A0000029VAvQAM,0010A000002vvAhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"*dds*
Hali Stus
e5831

i have the workspace authentication app, i got a new phone its not working anymore. 
disconnected authenticator

*email*

Good afternoon Hali, 

Thank you for contacting the Workspace Support Team with your multifactor issue. 

You updated your phone, and it caused your authenticator app to stop working. We were able to help you register your app on your new device and you could log into Workspace. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T00:42:13.000+0000,False,False,005OH000008919xYAA,2025-11-06T00:25:08.000+0000,005OH000008919xYAA,2025-11-06T00:42:13.000+0000,005OH000008919xYAA,2025-11-06T00:42:13.000+0000,(604)638-2912,,insurance@doctorsofbc.ca,(604)638-2909,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f1vizYAA,False,,23569553,0030A0000029ixtQAA,0010A000002w6YhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"Transferred from CSC - Angelina thinks she set up MFA but isn't sure which MFA app she would've used, she was hoping we could tell her. I couldn't find resources to show WHICH app she used. Did basic authentication (since we weren't changing any MFA) to ensure I had her contact info. 
While on hold, tried to message in Question Corner for help but Teams STILL hasn't sent my messages :( 
Let her know that I was unable to check with additional experts due to it being end of day, was able to tell her what the most common apps are to see if she has them on her phone but it sounds like she's not sure how to even look for them. Offered to include screenshots etc in my summary email. As she was transferred from CSC she asked for our number to call back in the morning, I also offered to schedule a callback if she'd like. I can see that she DOES have an authenticator app linked (thanks to KB0020738).

*****Email sent Nov 5 *& follow-up Nov 6*****

Hi Angelina, 

Were you able to find the authenticator app on your phone? After talking with one of our team experts this morning, we’ve located a way to determine which authenticator app you’re using if you’re still unsure. As it’s multi-factor authentication related, I would need to call you at your number on file for security purposes before confirming which one it is. 

I’m happy to call you back if you still need assistance, if yes please let me know a time that would work for you. I’m available til 5pm PST today and 9-5 PST tomorrow as well, or I can have one of my colleagues call you back earlier in the morning if you’d prefer.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Crystal H 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 5, 2025 5:36 PM
To: alyn415@hotmail.com
Cc: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Workspace Support - Authenticator App Options - Case #23569553

Hi Angelina, 

Thanks for calling tonight! After some further investigation, I can confirm that you do have an authenticator app linked to your account, which means it’s just a matter of figuring out which one. It doesn’t look like we’d have a way of determining which app it is, so as promised I’ve added screenshots below of what the most common app icons look like on an Android phone: 

Salesforce Authenticator: 
 

Microsoft Authenticator: 

 

Google Authenticator: 
 

All three apps might just show the name ‘Authenticator’ in your app library without indicating the company name beforehand. When you open them to check, look for one that has the Salesforce icon along with the email tied to your Workspace account and a 6-digit code. 
 

To recap what we were able to cover, you weren’t sure if you had an authenticator app already connected to your Workspace account and were hoping we’d be able to check which one it is. I couldn’t find a way to see exactly which app you would’ve connected to your account (though I will double check with one of our team experts first thing tomorrow, to be on the safe side!), and we went through the most common possibilities to check what may be installed on your phone. You’re either going to call in tomorrow morning so we can do some further digging, or if you would prefer, I can call you back. 

You are of course welcome to call us back in the morning if you need assistance, or if you’d like I’m happy to schedule a callback with you tomorrow, Nov 6th. Our team can be reached at 1-800-475-7001, 8am-8pm EST. You and I are in the same time zone, I’m scheduled for 9-5PST if you’d like me to call you back personally. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Crystal H 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T01:20:07.000+0000,False,False,005OH00000BFQFFYA5,2025-11-06T00:51:43.000+0000,005OH00000BFQFFYA5,2025-11-06T20:27:34.000+0000,005OH00000BFQFFYA5,2025-11-06T20:27:34.000+0000,(604)726-4912,,alyn415@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,148.0
500OH00000f2rn4YAA,False,,23570953,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T13:32:51.000+0000,False,False,005OH00000245RQYAY,2025-11-06T13:32:51.000+0000,005OH00000245RQYAY,2025-11-06T13:32:52.000+0000,005OH00000245RQYAY,2025-11-06T13:32:52.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f36e1YAA,False,,23571235,003OH00000DEi89YAD,001OH00000GMC69YAH,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,"***DDS*** 11/06/25
Name: Vicky Ying Qi Chen

Email:Thank you for contacting the Workspace support group I would be happy to assist you regarding MGA Workspace login.

It looks like you have not yet registered for MGA Workspace login.

Please follow the instructions to create a user id (step 1) prior to registering for Workspace (step 2). 

Part 1: Creating a User Id
1.	Go to repnet1.canadalife.com and select Register.  
2.	Accept the term & conditions.
3.	Enter the information provided in your registration letter.
4.	Create a user id and password (please ensure the password does not contain symbols)
 
Once a user id has been created, please allow 24-48 hours before registering for Workspace

 
Part 2: Registering for Workspace
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password: 
 
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  
 
 
 
 

1.	Click on Next to navigate to the next page 
o	Read and accept the Terms of use
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
o	Your account will be activated once the email is verified
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/
 
Let me know if you have any questions or come across any issues registering. 

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Vicky Chen <vickychen@everestwealth.ca> 
Sent: November 5, 2025 2:43 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace cannot login

Hi, My name is Vicky Ying Qi Chen, advisor code H1675, I was trying to login to my workspace for quote, but I can’t login. Can you advise? Thanks, Vicky                                                                                       
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

My name is Vicky Ying Qi Chen, advisor code H1675, I was trying to login to my workspace for quote, but I can’t login. Can you advise?


Thanks,
Vicky",True,2025-11-06T14:01:10.000+0000,False,False,005OH00000BGeeHYAT,2025-11-06T13:44:00.000+0000,005OH00000BGeeHYAT,2025-11-06T14:01:10.000+0000,005OH00000BGeeHYAT,2025-11-06T14:01:10.000+0000,(403)650-8868,,vickychen@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f39LhYAI,False,,23570878,0030A0000076m5GQAQ,0010A000007xXx4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T13:29:22.000+0000,False,False,005OH00000245RQYAY,2025-11-06T13:29:22.000+0000,005OH00000245RQYAY,2025-11-06T13:29:23.000+0000,005OH00000245RQYAY,2025-11-06T13:29:23.000+0000,(514)991-4818,,rongrong.dong@yuanrongwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f39dRYAQ,False,,23570899,003OH00000MFQvKYAX,001OH00000R27KZYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Register for access to Canada Life Workspace,Medium,"Name: BRETT P NICHOLSON
Advisor or support staff: Advisor
Advisor Code: H4631
Advisor Name: BRETT P NICHOLSON
Phone: 1-855-736-2887		
Email: brett@senatuswealth.com
1. Siebel verification: completed
2. Last Login to Workspace:n/a

Issue: Workspace - login error ERR-W1281 - KB0020560  

findings:
Advisor code from SF H4631
SF indicates testdummy, he will need to register for workspace instead of trying to sign in
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000007o3TkYAI%3Fnoredirect%3D1%26isUserEntityOverride%3D1

--------------------------------------***DDS  02/12/2026***--------------------------
SF PROFILE STILL ACTIVE AND NOT UNDER INVESTIGATION. LAST LOGIN IS NOV 7
WHEN I LAST HELPED HIM WITH REGISTRATION/ACCESS
CHECKED USER LOGINS AND NO ATTEMPTS MADE TO SIGN IN SINCE.
ADVISED HIM TO LOGIN/RESET PASSWORD AND OR CALL US FOR FURTHER ASSISTANCE
--------------------------------------***DDS  02/12/2026***--------------------------
Hello Brett, 

Thank you for contacting Workspace. 

Our records indicate this initial request was completed and closed on November 7th. We spoke and I assisted you with the MGA Workspace registration and you were able to successfully sign into Workspace. 

I checked and your MGA Workspace is still active and utilizes this same email address. Are you receiving any error messages when attempting to sign in?

Are you having issues with your password or trouble with the Multifactor Authentication? When we spoke in November I assisted you in setting up Google authenticator on your cell phone.

Please ensure you’re accessing the correct website, https://workspace.canadalife.com 

The association should be MGA. 

Please attempt to login once more with your known password, if it does not allow you in, please click on Forgot password to reset if it’s a password issue. 

If it’s an issue with the multi factor authentication, please do give us a call at your convenience 1-800-475-7001 Monday – Friday 8AM to 8PM EST and anyone on our team can assist you, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  02/12/2026***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  02/12/2026***--------------------------
Good evening. I am having issues accessing workspace and have moved MGA’s. Could you please assist with getting back on? 

Thanks, 

Brett P. Nicholson
President | Wealth Advisor
Senatus Wealth Management Corporation
brett@senatuswealth.com
1-855-736-2887
www.senatuswealth.com
 
A Nicholson Capital Corporation company.
www.nicholson.capital



--------------------------------***DDS 11/07/2025***------------------------------
FINDINGS AND RESOLUTION:
SENATUSWEALTH1 is the  id and not locked in isam. 
had him try to register, receiving ERR-W1507
FOLLOWED KB0020554 
VERIFEID already calling him at the # in Siebel AND RE-SET ISAM PASSWORD. 
he was able to complete registration.
setup Google Authenticator
had him test -Success.
sent follow up email.


--------------------------------***DDS 11/07/2025***------------------------------
Hello Brett,

Thanks for taking my call today, it was a pleasure speaking with you! 

I’m glad I was able to help with completing your MGA Workspace registration. 

To recap, here is what we did during the LogMeIn session.

- Went through your account registration, however you were unable to recall the password used when creating your UserID, and receiving ERR-W1507, we completed verification, and I assigned a temp password.
- You were then able to proceed with the Workspace registration
- You setup the Multi Factor Authentication connected your Google authenticator app and you were able to login successfully ( https://workspace.canadalife.com/). 

We made sure to test by logging out and back in. Don’t hesitate to reach out if there is anything I can assist with in the future.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  




--------------------------------***DDS 11/07/2025***------------------------------
Call re-scheduled for 2:30pm
--------------------------------***DDS 11/06/2025***------------------------------
update received/sent follow up

--------------------------------***DDS 11/06/2025***------------------------------
Hello Brett, 

Sounds good, I will call you at 2pm eastern tomorrow at 226-927-2713.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


sent follow up-------------------***DDS  11/06/2025***------------------------------

Hello Brett,

As per the email below from Distribution Methodology, you’re requiring some assistance with your Workspace registration. 

Our records indicate you have not registered for Workspace yet and so when trying to sign in, this error you’re seeing is present. 

I see Distribution Methodology has noted you did complete the user id process (user ID SENATUSWEALTH1 on October 24, 2025)

Please visit this link to Register for workspace and enter your userid and you will need to create a new password for Workspace (you can re-use old passwords providing they match the criteria required here)

If you’re still experiencing any issues or would prefer, we schedule a call /log me in session to help, let me know. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on and include your time zone.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------***DDS  11/06/2025***------------------------------
Email received from DM in the CL mailbox
--------------------------------***DDS  11/06/2025***------------------------------
I am including @CL Workspace Support in this email to assist you with registering for Workspace.

@CL Workspace Support – Brett Nicolson registered their user ID SENATUSWEALTH1 on October 24, 2025 and is receiving an error when registering for Workspace.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Brett P. Nicholson <brett@senatuswealth.com> 
Sent: October 30, 2025 4:02 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace 

This is the error I receive. The platform does not recognize my credentials. . Please reset them and outline how I can get online. Thanks, Brett P. Nicholson President | Wealth Advisor Senatus Wealth Management Corporation brett@ senatuswealth. com
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
This is the error I receive.  The platform does not recognize my credentials.. Please reset them and outline how I can get online. 
Thanks, 
 
Brett P. Nicholson
President | Wealth Advisor
Senatus Wealth Management Corporation
brett@senatuswealth.com
1-855-736-2887
www.senatuswealth.com
 
A Nicholson Capital Corporation company.
www.nicholson.capital
 
At Senatus, we work flexibly. While it suits me to email now, I do not expect a response or action outside of your own working hours. 
 
This e-mail and any attachments may contain privileged and confidential information intended only for the person(s) named in the message. If this communication was received in error, please notify us by reply e-mail. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this communication is prohibited. 
 
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Date: Thursday, October 30, 2025 at 1:47 PM
To: Brett P. Nicholson <brett@senatuswealth.com>
Subject: RE: Register for access to Canada Life Workspace
Hi Brett.
 
You registered your user ID SENATUSWEALTH1 on October 24, 2025.  You will now be able to register for Workspace if you haven’t done so already.
 
Thank you.
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Brett P. Nicholson <brett@senatuswealth.com>
Sent: October 24, 2025 1:16 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace
 
Good afternoon Tina, I have completed step 1 under this email address. But when I go to login with the credentials I am receiving an incorrect combination error. Could you please fix? Thanks, Brett P. Nicholson President | Wealth Advisor Senatus
Good afternoon Tina,
I have completed step 1 under this email address. But when I go to login with the credentials I am receiving an incorrect combination error. Could you please fix?
 
Thanks, 
 
Brett P. Nicholson
President | Wealth Advisor
Senatus Wealth Management Corporation
brett@senatuswealth.com
1-855-736-2887
www.senatuswealth.com
 
A Nicholson Capital Corporation company.
www.nicholson.capital
 
At Senatus, we work flexibly. While it suits me to email now, I do not expect a response or action outside of your own working hours. 
 
This e-mail and any attachments may contain privileged and confidential information intended only for the person(s) named in the message. If this communication was received in error, please notify us by reply e-mail. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this communication is prohibited. 
 
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Date: Thursday, October 9, 2025 at 5:50 PM
To: Brett P. Nicholson <brett@senatuswealth.com>
Subject: Register for access to Canada Life Workspace
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•         This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID).
•	Workspace has separate versions for Canada Life Direct and MGA business; even if you're already registered for the Direct version, you'll need to register separately for the MGA version to manage MGA business.
•	Please wait 2 business days after receiving your User ID to register for Workspace.
 
Your registration information
Name:	Brett Nicholson
Advisor code*:	Please reference APEXA for your selling code
Activation code:	1-1EY1TFS
* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID)
•         Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace
•         Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Grant third-party access to your support team (optional)
•         To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form. This form can also be downloaded from Workspace.
•	Once authorized, delegates will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your advisor code(s).
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.
 
Thank you,
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-07T19:59:52.000+0000,False,False,005OH00000AUS7aYAH,2025-11-06T13:30:28.000+0000,005OH00000AUS7aYAH,2026-02-12T04:19:10.000+0000,005OH00000AUS7aYAH,2026-02-12T04:19:10.000+0000,(226)927-2713,,hello@senatuswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3RvMYAU,False,,23572468,003G0000018f6iIIAQ,0010A000002wOiXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T14:22:51.000+0000,False,False,005OH000002N6huYAC,2025-11-06T14:22:51.000+0000,005OH000002N6huYAC,2025-11-06T14:22:52.000+0000,005OH000002N6huYAC,2025-11-06T14:22:52.000+0000,(819)701-0903,(819) 701-0903,veronique.lessard@infovl.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3SEgYAM,False,,23572413,003G000001cQsoPIAS,0010A000002wSt8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,Was able to change his old Workspace email to his new email.,True,2025-11-06T14:25:02.000+0000,False,False,005OH00000BFPZIYA5,2025-11-06T14:21:19.000+0000,005OH00000BFPZIYA5,2025-11-06T14:25:03.000+0000,005OH00000BFPZIYA5,2025-11-06T14:25:03.000+0000,(519) 435-4414,,warren.stephenson@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3TYxYAM,False,,23572224,003G0000018f6ZMIAY,0010A000002wOWRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"***DDS 2025-11-06***
User wanted to speak to another DDS agent to complete request.
DDS transferred user to other DDS agent.
Regarding ticket INC1841730
 
================================================================================
****Email Chain**
Bonjour Benoit,

Je vous contacte concernant votre demande de changement d’adresse courriel.

Pouvez-vous s’il vous plaît me fournir 2 de vos créneaux disponibles pour un appel téléphonique et un numéro de rappel.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T14:21:58.000+0000,False,False,005OH00000AX0rVYAT,2025-11-06T14:17:10.000+0000,005OH00000AX0rVYAT,2025-11-06T14:21:59.000+0000,005OH00000AX0rVYAT,2025-11-06T14:21:59.000+0000,(514)898-4231,(514) 909-4231,bbertrand@premiereclassesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3VneYAE,False,,23572404,003G0000018f6ZMIAY,0010A000002wOWRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,user refer ticket INC1841730,True,2025-11-06T14:47:55.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-06T14:21:06.000+0000,005OH00000AZ3ZxYAL,2025-11-06T14:47:56.000+0000,005OH00000AZ3ZxYAL,2025-11-06T14:47:56.000+0000,(514)898-4231,(514) 909-4231,bbertrand@premiereclassesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3kMwYAI,False,,23576376,0030A0000029dbsQAA,0010A000002w26HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:43:47.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T15:43:47.000+0000,0055o000002DK5fAAG,2025-11-06T15:43:47.000+0000,0055o000002DK5fAAG,2025-11-06T15:43:47.000+0000,(905)276-9456,(416) 838-6950,lana.salmon@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3kUzYAI,False,,23574327,003G0000018f6U4IAI,0010A000002wOQmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:03:40.000+0000,False,False,005OH00000AdAzSYAV,2025-11-06T15:03:40.000+0000,005OH00000AdAzSYAV,2025-11-06T15:03:40.000+0000,005OH00000AdAzSYAV,2025-11-06T15:03:40.000+0000,(289)337-5491X24,(905) 517-0404,bbrady@bbfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3khqYAA,False,,23573370,003G0000018f6nYIAQ,0010A000002wOpIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,"****DDS***
Simple protect application issue. Waiting for response from Jennifer

****email chain***

Hello Paul,

     Thank you for contacting Canada life Workspace Support. I was able to do more investigation into the issue, and it seems like it’s a known issue for applications involving a minor. For such applications, you will need to reach out to your RSA Maria Davies to assist with the juvenile application. You can reach Maria by or email at: 905-521-2822 or Maria.Davis@canadalife.com. Please do not hesitate to reach out, if you have any more questions or concerns. It has been a pleasure assisting you. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello Paul, 

     That’s good to hear you were able to get it to work. It was a pleasure assisting you. Have a good day!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Paul Pietraszko <paulp@encompasswealth.ca> 
Sent: November 6, 2025 11:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Simpleprotect Minumum age issue - #23573370

Problem is resolved, you have to select insured with multiple owners, that is the only way it works and it cannot be done via simple protect, must use NBN Thanks Paul Paul Pietraszko | Financial Security Advisor (PFP) Encompass Insurance &
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Problem is resolved, you have to select insured with multiple owners, that is the only way it works and it cannot be done via simple protect, must use NBN

Thanks
Paul

Paul Pietraszko | Financial Security Advisor (PFP)
 
Encompass Insurance & Wealth Management Inc.
580-B Middle Side Road
Amherstburg,ON, N9V 3R3
 
Quadrus Investment Services Ltd.
Investment Representative
 
Phone: (519) 736-3504 ext 4001
Email: paulp@encompasswealth.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 


If you wish to unsubscribe, please reply with the word unsubscribe in the subject space.",True,2025-11-06T15:29:04.000+0000,False,False,005OH00000BFQFHYA5,2025-11-06T14:43:53.000+0000,005OH00000BFQFHYA5,2025-11-06T19:03:13.000+0000,005OH00000BFQFHYA5,2025-11-06T19:03:13.000+0000,(519)736-3504X2102,(519) 996-4300,paulp@encompasswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3le0YAA,False,,23574834,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-06T15:20:23.000+0000,False,False,005OH000002N6huYAC,2025-11-06T15:13:58.000+0000,005OH000002N6huYAC,2025-11-06T15:20:23.000+0000,005OH000002N6huYAC,2025-11-06T15:20:23.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3o3vYAA,False,,23576779,0030A0000029XJ9QAM,0010A000002vwuQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:51:17.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T15:51:17.000+0000,0055o000002DK5fAAG,2025-11-06T15:51:18.000+0000,0055o000002DK5fAAG,2025-11-06T15:51:18.000+0000,(905)276-9456X3001,,michelle.delosreyes@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3u7lYAA,False,,23576517,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:46:23.000+0000,False,False,0055o000002KxaMAAS,2025-11-06T15:46:23.000+0000,0055o000002KxaMAAS,2025-11-06T15:46:23.000+0000,0055o000002KxaMAAS,2025-11-06T15:46:23.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3uKhYAI,False,,23576935,0030A0000029XYfQAM,0010A000002vx6mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:54:21.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T15:54:21.000+0000,0055o000002DK5fAAG,2025-11-06T15:54:22.000+0000,0055o000002DK5fAAG,2025-11-06T15:54:22.000+0000,(416)297-1766X330,,vesna.toskovic@dfsin.ca,(416)297-6015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3undYAA,False,,23574210,003G0000018f6skIAA,0010A000002wOuTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,"Advisor indicates that this is an urgent matter.
Percy is in charge of the firm. Apparently all clients in firm are under one of his advisor codes F5396. He wants to grant TPA for only one client, clientA to Janis Bellman to submit a new app for clientA but also TPA for clientB to another advisor to submit a new application for clientB, etc... According to New Business App, the message for Distribution Methodology inquiry implies that it would be full delegate access granted for all clients under the code. He is upset by this, and that DM is taking time to grant access but also that this would be a way of doing TPAs that would not work for his firm. He wants to escalate this, not to a senior rep, to someone that can change the whole way this works (he mentioned talking to the VP of CL affairs or something). His phone number is 905-599-2343.

I had him on the phone Nov 4th: 23531229
He called back yesterday Antia, asking to speak to Kevin or me (as we both knew his issue). Received message from Antia 4:30pm yesterday, so called him 10:00am this morning.
The case for this call today (outbound): 23574210
==============
Good morning Percy,

Thank you for accepting my call this morning concerning a third-party access issue you are experiencing at Hudson Wealth.

During our call I have explained that the third-party access granted to other advisors for clients under an advisor code is requested through Distribution Methodology and should grant access to all clients, without an option to select a single client to delegate for the advisor, Janis for example, to submit a new application for the client under your code. You have expressed this matter as urgent and that this process does not meet the expectations of your business.

I have escalated this issue with my Manager at Workspace Support and they will contact you shortly to help with this situation.

Thank you for your time and your patience.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T19:56:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-06T15:01:17.000+0000,005OH00000AbJ7aYAF,2025-11-13T19:56:12.000+0000,005OH000001yNnaYAE,2025-11-13T19:56:12.000+0000,(905)332-3400,(905) 631-5673,percy.pierre@hudsonwealth.ca,(905)332-3999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3uqsYAA,False,,23576294,0030A0000029dbsQAA,0010A000002w26HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:42:24.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T15:42:24.000+0000,0055o000002DK5fAAG,2025-11-06T15:42:25.000+0000,0055o000002DK5fAAG,2025-11-06T15:42:25.000+0000,(905)276-9456,(416) 838-6950,lana.salmon@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3vtPYAQ,False,,23575566,0030A0000029cmFQAQ,0010A000002w1OdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:28:05.000+0000,False,False,005OH00000245RQYAY,2025-11-06T15:28:05.000+0000,005OH00000245RQYAY,2025-11-06T15:28:06.000+0000,005OH00000245RQYAY,2025-11-06T15:28:06.000+0000,(418)658-6666X246,,maxime.doyon@sfl.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3yEcYAI,False,,23575982,0035o0000042pkwAAA,0015o000004dovXAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,F/u for INC1840184,True,2025-11-06T15:51:38.000+0000,False,False,005OH00000BFQFGYA5,2025-11-06T15:36:26.000+0000,005OH00000BFQFGYA5,2025-11-06T15:51:39.000+0000,005OH00000BFQFGYA5,2025-11-06T15:51:39.000+0000,(613)548-1884X225,,brockhiggs@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f3zk6YAA,False,,23575181,0030A0000029VsyQAE,0010A000002vvkKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:20:47.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T15:20:47.000+0000,005OH000003ds0PYAQ,2025-11-06T15:20:47.000+0000,005OH000003ds0PYAQ,2025-11-06T15:20:47.000+0000,(705)645-8999X2,,steve@marqueebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f43nkYAA,False,,23576207,003OH00000Deb32YAB,001OH00000HHj74YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:41:06.000+0000,False,False,005OH000007fgYjYAI,2025-11-06T15:41:06.000+0000,005OH000007fgYjYAI,2025-11-06T15:41:06.000+0000,005OH000007fgYjYAI,2025-11-06T15:41:06.000+0000,(450)462-2812,,mcsimoneau@sfcap.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f45WDYAY,False,,23579062,003OH00000T5JJ6YAN,001OH00000ZPgvxYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:31:27.000+0000,False,False,005OH000007fgYjYAI,2025-11-06T16:31:27.000+0000,005OH000007fgYjYAI,2025-11-06T16:31:28.000+0000,005OH000007fgYjYAI,2025-11-06T16:31:28.000+0000,(450)973-8222,,mihai@gestionlv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f46btYAA,False,,23575130,0030A0000029VsyQAE,0010A000002vvkKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:19:38.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T15:19:38.000+0000,005OH000003ds0PYAQ,2025-11-06T15:19:39.000+0000,005OH000003ds0PYAQ,2025-11-06T15:19:39.000+0000,(705)645-8999X2,,steve@marqueebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f46s3YAA,False,,23576504,0030A00000AoThTQAV,0010A00000BNkl9QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:46:07.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T15:46:07.000+0000,005OH000003ds0PYAQ,2025-11-06T15:46:08.000+0000,005OH000003ds0PYAQ,2025-11-06T15:46:08.000+0000,(866)382-8352,,,(705)740-2374,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f47EdYAI,False,,23575255,0030A0000029VsyQAE,0010A000002vvkKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:21:57.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T15:21:57.000+0000,005OH000003ds0PYAQ,2025-11-06T15:21:57.000+0000,005OH000003ds0PYAQ,2025-11-06T15:21:57.000+0000,(705)645-8999X2,,steve@marqueebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f48HAYAY,False,,23576882,0035o000005qa5NAAQ,0015o000006OR8oAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:53:23.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T15:53:23.000+0000,005OH000003ds0PYAQ,2025-11-06T15:53:23.000+0000,005OH000003ds0PYAQ,2025-11-06T15:53:23.000+0000,(705)645-4610X4,,madison.low@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f49gGYAQ,False,,23577723,0035o000006akGzAAI,0015o0000079j0LAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:08:36.000+0000,False,False,005OH000004oiYEYAY,2025-11-06T16:08:36.000+0000,005OH000004oiYEYAY,2025-11-06T16:08:37.000+0000,005OH000004oiYEYAY,2025-11-06T16:08:37.000+0000,(519)362-7172,,brandon@brandonmasini.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f49hpYAA,False,,23575391,0030A0000029iMhQAI,0010A000002w66cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:24:53.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T15:24:53.000+0000,005OH000003ds0PYAQ,2025-11-06T15:24:53.000+0000,005OH000003ds0PYAQ,2025-11-06T15:24:53.000+0000,(705)251-3000X1,,ellen.macdougall@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4BIEYA2,False,,23576060,0035o000007CAmvAAG,0015o000007s0l6AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:38:01.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T15:38:01.000+0000,005OH000003ds0PYAQ,2025-11-06T15:38:01.000+0000,005OH000003ds0PYAQ,2025-11-06T15:38:01.000+0000,(613)834-9714,,mortgagesbylucy@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4BjlYAE,False,,23578354,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-11-06T16:19:17.000+0000,0050A000000Hq5PQAS,2025-11-06T16:20:24.000+0000,0050A000000Hq5PQAS,2025-11-06T16:20:24.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4DIRYA2,False,,23577591,0031600002MCoI3AAL,0010A000002wNaAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:05:55.000+0000,False,False,005OH00000245ROYAY,2025-11-06T16:05:55.000+0000,005OH00000245ROYAY,2025-11-06T16:05:56.000+0000,005OH00000245ROYAY,2025-11-06T16:05:56.000+0000,(519)675-1177X115,,barry@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4DogYAE,False,,23576146,0035o000007k4UjAAI,0015o000008Rrw1AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:39:48.000+0000,False,False,005OH000007fgYjYAI,2025-11-06T15:39:48.000+0000,005OH000007fgYjYAI,2025-11-06T15:39:48.000+0000,005OH000007fgYjYAI,2025-11-06T15:39:48.000+0000,(438)927-3806,,christopher.lackey@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4FqTYAU,False,,23575952,003G0000018f7wyIAA,0010A000002wQ39QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,,True,2025-11-06T16:12:46.000+0000,False,False,005OH00000BGf2TYAT,2025-11-06T15:35:50.000+0000,005OH00000BGf2TYAT,2025-11-06T16:12:46.000+0000,005OH00000BGf2TYAT,2025-11-06T16:12:46.000+0000,(204)926-7586,(204) 795-2361,michael@wpg-plan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4GEhYAM,False,,23576131,0030A0000029jyOQAQ,0010A000002w7O2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:39:33.000+0000,False,False,005OH000004pk06YAA,2025-11-06T15:39:33.000+0000,005OH000004pk06YAA,2025-11-06T15:39:33.000+0000,005OH000004pk06YAA,2025-11-06T15:39:34.000+0000,(905)707-1087,4373333339,trangkphan@yahoo.com,(905)707-1086,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4GWPYA2,False,,23575994,0030A0000029lpHQAQ,0010A000002w8tzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"MFA set up

=============

Hi Kathy,

Thank you for contacting the workspace support regarding your Multi Factor Authenticator/ MFA application.

We were able to successfully set it up and give you access to your workspace. Moving forward you will access your code through the google authenticator downloaded into your phone.

Thank you very much for your cooperation. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-06T16:27:20.000+0000,False,False,005OH00000BFPZHYA5,2025-11-06T15:36:49.000+0000,005OH00000BFPZHYA5,2025-11-06T16:34:45.000+0000,005OH00000BFPZHYA5,2025-11-06T16:34:45.000+0000,(403)281-3658,,dahl_k@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4J2rYAE,False,,23576246,0030A0000029pUBQAY,0010A000002wBvfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:41:39.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T15:41:39.000+0000,0055o000002DK5fAAG,2025-11-06T15:41:40.000+0000,0055o000002DK5fAAG,2025-11-06T15:41:40.000+0000,(905)401-2842,,lance.wiebe@dfsin.ca,(289)897-9551,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4K29YAE,False,,23576332,0030A0000029iDZQAY,0010A000002w5yNQAQ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH000002N6huYAC,2025-11-06T15:42:59.000+0000,005OH000002N6huYAC,2025-11-06T15:45:01.000+0000,005OH000002N6huYAC,2025-11-06T15:45:01.000+0000,(819)829-2225,8194326230,info@katialalancette.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4KQNYA2,False,,23576572,0030A0000029X8MQAU,0010A000002vwnGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"user needed assistance with log in and mfa authenticator.
did a log me session.authenticated user and disconnect and reconnect mfa.
EMAIL**************************************

Hello David,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with your Workspace Login and MFA Authentication.
On our call today we disconnect your old connection and reconnect with the browser Authenticator.
We were able to gain acces to your account and did a trial to make sure every is working good.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T16:07:57.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-06T15:47:17.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:45:46.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:45:46.000+0000,(902)439-0068,,ihsfspei@gmail.com,(902)436-6134,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4KS0YAM,False,,23578357,0030A0000029hy0QAA,0010A000002w5kjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:19:19.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T16:19:19.000+0000,005OH000003ds0PYAQ,2025-11-06T16:19:19.000+0000,005OH000003ds0PYAQ,2025-11-06T16:19:19.000+0000,(705)566-9123,,marc.lelievre@edwardjones.com,(877)335-9164,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4Ki7YAE,False,,23577071,0030A00000BKY0rQAH,0010A00000BuwXQQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:57:10.000+0000,False,False,005OH000004oiYEYAY,2025-11-06T15:57:10.000+0000,005OH000004oiYEYAY,2025-11-06T15:57:10.000+0000,005OH000004oiYEYAY,2025-11-06T15:57:10.000+0000,(226)222-4444,,jimmysondhi@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4MQaYAM,False,,23578477,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:21:07.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T16:21:07.000+0000,0050A000000Hq5PQAS,2025-11-06T16:21:08.000+0000,0050A000000Hq5PQAS,2025-11-06T16:21:08.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4MVNYA2,False,,23576611,0030A0000029UgLQAU,0010A000002vul1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:48:05.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T15:48:05.000+0000,005OH000003ds0PYAQ,2025-11-06T15:48:05.000+0000,005OH000003ds0PYAQ,2025-11-06T15:48:05.000+0000,(905)731-8500,,cheanneton@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4Mf4YAE,False,,23576872,0030A0000029XYfQAM,0010A000002vx6mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:53:08.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T15:53:08.000+0000,0055o000002DK5fAAG,2025-11-06T15:53:08.000+0000,0055o000002DK5fAAG,2025-11-06T15:53:08.000+0000,(416)297-1766X330,,vesna.toskovic@dfsin.ca,(416)297-6015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4MojYAE,False,,23576638,0030A0000029V0rQAE,0010A000002vv3RQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:48:42.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T15:48:42.000+0000,0055o000002DK5fAAG,2025-11-06T15:48:42.000+0000,0055o000002DK5fAAG,2025-11-06T15:48:42.000+0000,(416)297-1766X3333,,michael.pottruff@dfsin.ca,(416)297-6015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4MqQYAU,False,,23577486,0030A0000029kh8QAA,0010A000002w7ywQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:03:54.000+0000,False,False,005OH000004oiYEYAY,2025-11-06T16:03:54.000+0000,005OH000004oiYEYAY,2025-11-06T16:03:55.000+0000,005OH000004oiYEYAY,2025-11-06T16:03:55.000+0000,(519)472-0000,,j.pmorgan@rogers.com,(519)472-0176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4NGDYA2,False,,23577367,0030A0000029X2mQAE,0010A000002vwi9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"User wants assistance registering for their Workspace account

===============================================================================

****Email Chain****

Hello Colin,

I reached out at our scheduled time and received a voicemail. Please provide a time that is more convenient to you. Or you can give us a call at 1-800-475-7001 for assistance with Workspace access.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 20, 2025 10:20 AM
To: Duggan,Colin M <Colin.Duggan@edwardjones.com>
Subject: RE: INC1816578 - RE: Workspace Registration

Hello Colin,

I will reach out to you on Thursday, November 6, 2025 at 11am to assist with Workspace registration.

What is the best phone number to contact you on?

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Duggan,Colin M <Colin.Duggan@edwardjones.com> 
Sent: October 19, 2025 9:59 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1816578 - RE: Workspace Registration

Hi, I have these 3 available if it works: 10: 00 on Nov 5th 11: 00 om Nov 6th 12: 00 or 1: 00 on Nov 7th Thank you Colin From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Friday, October 17, 2025 3: 52 PM To: Duggan,Colin
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

I have these 3 available if it works:

-	10:00 on Nov 5th
-	11:00 om Nov 6th 
-	12:00 or 1:00 on Nov 7th

Thank you
Colin

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Friday, October 17, 2025 3:52 PM
To: Duggan,Colin M <Colin.Duggan@edwardjones.com>
Cc: Paolatto, Bryan <Bryan.Paolatto@canadalife.com>
Subject: INC1816578 - RE: Workspace Registration

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 

Hello Colin,

It has been brought to our attention that you want some assistance with registering for Workspace. I’d be happy to assist you.

I would like to set up a phone call with you. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on. This way, I can walk you through the registration process.
	Provide your time zone.

Looking forward to your email.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Paolatto, Bryan <Bryan.Paolatto@canadalife.com> 
Sent: October 17, 2025 10:47 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Duggan,Colin M <colin.duggan@edwardjones.com>
Subject: Workspace Registration

Hello @Workspace Support,

Could you please reach out to Colin and arrange a time to support him with registering for Workspace?

Thanks,

Bryan Paolatto, CIM®
Regional Sales Manager, Wealth
E: bryan.paolatto@canadalife.com | P: (519) 852-3681

In partnership with:

Sean O’Connell
Regional Sales Representative, Wealth
E: sean.oconnell@canadalife.com | P: (5416) 879-2287

Alexandra Neff
Regional Sales Associate, Wealth
E: alexandra.neff@canadalife.com | P: (416) 552-5856


 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-06T16:07:39.000+0000,False,False,005OH000002iN7pYAE,2025-11-06T16:01:56.000+0000,005OH000002iN7pYAE,2025-11-06T16:07:39.000+0000,005OH000002iN7pYAE,2025-11-06T16:07:39.000+0000,(519)727-1041,,colin.duggan@edwardjones.com,(877)335-0394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4NeLYAU,False,,23576722,0030A0000029VyyQAE,0010A000002vvplQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:50:15.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T15:50:15.000+0000,005OH000003ds0PYAQ,2025-11-06T15:50:16.000+0000,005OH000003ds0PYAQ,2025-11-06T15:50:16.000+0000,(613)966-5740,,bruce@mackayinsurance.com,(613)966-9291,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4NjBYAU,False,,23576728,0030A0000029XJ9QAM,0010A000002vwuQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:50:22.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T15:50:22.000+0000,0055o000002DK5fAAG,2025-11-06T15:50:23.000+0000,0055o000002DK5fAAG,2025-11-06T15:50:23.000+0000,(905)276-9456X3001,,michelle.delosreyes@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4PmbYAE,False,,23576899,0035o000004WdYFAA0,0015o0000055bhUAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T15:53:50.000+0000,False,False,005OH000004oiYEYAY,2025-11-06T15:53:50.000+0000,005OH000004oiYEYAY,2025-11-06T15:53:51.000+0000,005OH000004oiYEYAY,2025-11-06T15:53:51.000+0000,(416)316-4474,,dbaggio@goldlinewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4Qh3YAE,False,,23576994,0030A0000029iW7QAI,0010A000002w6EGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,"***DDS***11/06/2025
User having issues submitting application.



***email chain****


Hello Marina,

       It was a pleasure assisting you today. So sorry we couldn’t resolve the issue immediately. But for further support on the process of bypassing this issue you can reach out to your RSA Maiato Eddie at +1-416-552-3125 for that. You can also go ahead with inputting the banking info as it is and see if the system let’s you proceed. If it does you can try reaching out to your NBC Nancy Savignano AT +1-647-265-1374 to make updates to the application after submitting it. For the PAC form it seems a clear cookies and cache should get that fixed.  Please do not hesitate to reach out if you have any questions or concerns. Thank you and have a good day!

I would really appreciate if you could please take a moment to fill out this survey to let me know how I did. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T16:37:41.000+0000,False,False,005OH00000BFQFHYA5,2025-11-06T15:55:43.000+0000,005OH00000BFQFHYA5,2025-11-06T16:37:42.000+0000,005OH00000BFQFHYA5,2025-11-06T16:37:42.000+0000,(416)831-1018,,mdertkina@gmail.com,(416)640-2001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,147.0
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500OH00000f4T73YAE,False,,23577218,0030A0000029lpHQAQ,0010A000002w8tzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,Call back for authentication,True,2025-11-06T16:36:23.000+0000,False,False,005OH00000BFPZHYA5,2025-11-06T15:59:41.000+0000,005OH00000BFPZHYA5,2025-11-06T16:36:23.000+0000,005OH00000BFPZHYA5,2025-11-06T16:36:23.000+0000,(403)281-3658,,dahl_k@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4W4yYAE,False,,23578250,0030A0000029ob7QAA,0010A000002wBDPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:17:36.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T16:17:36.000+0000,005OH000003ds0PYAQ,2025-11-06T16:17:36.000+0000,005OH000003ds0PYAQ,2025-11-06T16:17:36.000+0000,(866)382-8352,,marc.dulude@nbpcd.com,(905)404-0289,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4X2eYAE,False,,23578050,0030A000009G8VBQA0,0010A00000AHyKGQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:14:17.000+0000,False,False,005OH000004oiYEYAY,2025-11-06T16:14:17.000+0000,005OH000004oiYEYAY,2025-11-06T16:14:18.000+0000,005OH000004oiYEYAY,2025-11-06T16:14:18.000+0000,(519)747-3253,,mike@wellman1.com,(519)747-2170,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4XnPYAU,False,,23578216,0035o000003H0oUAAS,0015o000003uW5aAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:17:08.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T16:17:08.000+0000,005OH000003ds0PYAQ,2025-11-06T16:17:08.000+0000,005OH000003ds0PYAQ,2025-11-06T16:17:09.000+0000,(416)830-9739,,maiwand.sediq@cartewm.com,(905)238-8197,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4YTPYA2,False,,23580965,0030A0000029XwCQAU,0010A000002vxSEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:03:14.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T17:03:14.000+0000,005OH000006owoYYAQ,2025-11-06T17:03:14.000+0000,005OH000006owoYYAQ,2025-11-06T17:03:14.000+0000,(306)385-6255,(306) 385-6255,cgerow@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4YmgYAE,False,,23577732,0030A0000029XyEQAU,0010A000002vxU6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:08:44.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T16:08:44.000+0000,0055o000002DK5fAAG,2025-11-06T16:08:45.000+0000,0055o000002DK5fAAG,2025-11-06T16:08:45.000+0000,(416)494-6446X286,(416) 528-8121,adrian.kraizel@dfsin.ca,(416)494-9540,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4bNzYAI,False,,23578478,0030A0000029YwsQAE,0010A000002vyIgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:21:07.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T16:21:07.000+0000,005OH000003ds0PYAQ,2025-11-06T16:21:08.000+0000,005OH000003ds0PYAQ,2025-11-06T16:21:08.000+0000,(613)547-2252,,marc.grieves@edwardjones.com,(877)818-0628,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4dxeYAA,False,,23578149,003G0000018f6ZaIAI,0010A000002wOWfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:16:02.000+0000,False,False,005OH00000AdAzSYAV,2025-11-06T16:16:02.000+0000,005OH00000AdAzSYAV,2025-11-06T16:16:02.000+0000,005OH00000AdAzSYAV,2025-11-06T16:16:02.000+0000,(519)448-3477,(519) 754-5040,wayne@stepright.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4efCYAQ,False,,23578253,0030A0000029pSUQAY,0010A000002wBuIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:17:40.000+0000,False,False,005OH0000030c5BYAQ,2025-11-06T16:17:40.000+0000,005OH0000030c5BYAQ,2025-11-06T16:17:41.000+0000,005OH0000030c5BYAQ,2025-11-06T16:17:41.000+0000,(705)329-4466X234,,tburton@ipcc.org,(705)329-4029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4eqUYAQ,False,,23578208,003G0000018f6W2IAI,0010A000002wOSjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:16:56.000+0000,False,False,0055o000002KxmIAAS,2025-11-06T16:16:56.000+0000,0055o000002KxmIAAS,2025-11-06T16:16:57.000+0000,0055o000002KxmIAAS,2025-11-06T16:16:57.000+0000,(519)282-3261,,gil@planwealthwise.com,(226)785-1400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4fhjYAA,False,,23578997,003OH00000Hmb9yYAB,001OH00000LsRggYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:30:26.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T16:30:26.000+0000,005OH000003ds0PYAQ,2025-11-06T16:30:26.000+0000,005OH000003ds0PYAQ,2025-11-06T16:30:27.000+0000,(905)686-5678,,marides@bgip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4gFZYAY,False,,23578334,003OH00000HvNCiYAN,001OH00000M2sNxYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:18:53.000+0000,False,False,005OH000004oiYEYAY,2025-11-06T16:18:53.000+0000,005OH000004oiYEYAY,2025-11-06T16:18:54.000+0000,005OH000004oiYEYAY,2025-11-06T16:18:54.000+0000,(519)999-4371,,clarice@inherentwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4hGTYAY,False,,23578443,0030A00000CeKfiQAF,0010A00000DFls5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:20:39.000+0000,False,False,005OH000007fgYjYAI,2025-11-06T16:20:39.000+0000,005OH000007fgYjYAI,2025-11-06T16:20:40.000+0000,005OH000007fgYjYAI,2025-11-06T16:20:40.000+0000,(514)912-5309,,c.laventure@monchoixfinancier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4lqMYAQ,False,,23579146,0030A00000BmHoZQAV,0010A000002wPyhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:33:03.000+0000,False,False,005OH000002npWUYAY,2025-11-06T16:33:03.000+0000,005OH000002npWUYAY,2025-11-06T16:33:03.000+0000,005OH000002npWUYAY,2025-11-06T16:33:03.000+0000,(416)498-6944,(416) 565-4867,terryflynn@tmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4nYqYAI,False,,23579869,003G000001bfYVhIAM,0010A000002wSrcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:45:21.000+0000,False,False,0055o000002KxaMAAS,2025-11-06T16:45:21.000+0000,0055o000002KxaMAAS,2025-11-06T16:45:21.000+0000,0055o000002KxaMAAS,2025-11-06T16:45:21.000+0000,(403)862-4823,(403) 862-4823,joe.schaab@familiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4pXQYAY,False,,23580339,0030A0000029VZSQA2,0010A000002vvSFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:53:01.000+0000,False,False,005OH000005URvxYAG,2025-11-06T16:53:01.000+0000,005OH000005URvxYAG,2025-11-06T16:53:01.000+0000,005OH000005URvxYAG,2025-11-06T16:53:01.000+0000,(780)423-5858,(780) 445-8829,ian@idmfinancial.com,(780)421-4301,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4sVFYAY,False,,23579563,0030A000001XjOnQAK,001G000000urMu8IAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T16:39:41.000+0000,False,False,0055o000002KxaMAAS,2025-11-06T16:39:41.000+0000,0055o000002KxaMAAS,2025-11-06T16:39:42.000+0000,0055o000002KxaMAAS,2025-11-06T16:39:42.000+0000,(403) 527-1523,,nicole@smithgroupinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4u7HYAQ,False,,23580807,0030A0000029aYYQAY,0010A000002vzfrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:00:25.000+0000,False,False,005OH000002npWUYAY,2025-11-06T17:00:25.000+0000,005OH000002npWUYAY,2025-11-06T17:00:26.000+0000,005OH000002npWUYAY,2025-11-06T17:00:26.000+0000,(905)470-7788,(416) 315-3806,christopher.quartarone@dfsin.ca,(905)470-7780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f4xwRYAQ,False,,23581320,0030A0000029pvgQAA,0010A000002wCHRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-06T17:09:01.000+0000,False,False,005OH0000071DK9YAM,2025-11-06T17:09:01.000+0000,005OH0000071DK9YAM,2025-11-06T17:09:02.000+0000,005OH0000071DK9YAM,2025-11-06T17:09:02.000+0000,(780)459-5353,,kevin@tcwealth.ca,(780)459-0840,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f52UdYAI,False,,23580893,0035o000007K8J1AAK,0010A000002w9VFQAY,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - DSC report request,Medium,"WRS Email Thread** Nov 28 2025

Jack's team was contacted for this repor t:

Good afternoon team,

We received a DSC Report Request. Could you kindly provide a DSC report for the following advisors?

Roger Corley-Byrne – 01046
Rob Sandberg – 19046
Marc Arthrell – 14958

Thank you!

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Wilson, Lynn <Lynn.Wilson@canadalife.com> 
Sent: November 18, 2025 2:28 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: DSC Report Request - 23580893

Hello,
I would like option 2 please.  I have two emails lynn.wilson@canadalife.com and lynn.wilson@advicecanada.com …

Thank you,
Lynn Wilson, ACS, AIAA
Advisor Support Associate | Advice Canada
lynn.wilson@advicecanada.com | Tel 343-803-5273

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
Any personal information you provide will be used in accordance with our privacy policy.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 6, 2025 12:04 PM
To: Wilson, Lynn <Lynn.Wilson@canadalife.com>
Subject: DSC Report Request - 23580893

Good Day Lynn,

Our team received your request for a DSC report. Kindly note we reviewed your third-party access to the codes you provided and we found that your email address is missing from our files. Our team requires the requestor’s email to be up to date, so we kindly ask you to modify/update the email on file to the one you have provided. To do so, please contact Distribution_Methodology@canadalife.com for assistance.

Please let us know once the email on file is updated. 

Additionally, for this type of reports, our team has 3 different options you can choose from.

1) Wealth Fund Report - includes all load types for SF and MF
2) DSC Scan - remaining DSC fees for freedom fund policies (MF only)
3) DSC Maturity Dates and Maturity Amount (SF only)

Could you kindly confirm if you would like a DSC Scan (option 2)? Once you confirm with us, and that your email is updated, our team can validate and see if there are any reports available. 

Thank you for your time,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Wilfredy
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



the user requested a client listing with and without DSC info. they need to update their email on file and also to create",True,2025-11-06T17:01:55.000+0000,False,False,005OH000002iN7rYAE,2025-11-06T17:01:55.000+0000,005OH000002iN7rYAE,2025-11-28T18:49:10.000+0000,005OH000002iN7rYAE,2025-11-28T18:49:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f55YxYAI,False,,23580761,003OH00000M94w1YAB,001OH00000Quw5fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect,Medium,"Question on filling an application. Referred to RSA Josée Ledoux.
=============
Bonjour Christopher,

C’était un plaisir de vous avoir eu au téléphone pour vous aider avec le processus d’une application numérique.

Pour ce type de question, je vous conseillerai de contacter l’Assistante en Ventes Régionales, Josée Ledoux, au josee.ledoux@gwl.ca ou au numéro 819 300-1939, et elle pourra vous donner plus d’information dessus.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-29T15:31:34.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-06T16:59:43.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:31:34.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:31:34.000+0000,(514)261-5094,,colvera@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f55naYAA,False,,23582775,0030A000009CvGbQAK,0010A00000ABC3PQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"MFA set up

==================

Hi Elizabeth,

Thank you for contacting the workspace support regarding your Multi Factor Authenticator/MFA set up.

We have identified that mobile authenticator is not working for you, so we have set your MFA through google chrome extension and we have given your access to your workspace this time.

We appreciate your patience on the process and steps we’ve done. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-06T18:14:09.000+0000,False,False,005OH00000BFPZHYA5,2025-11-06T17:33:26.000+0000,005OH00000BFPZHYA5,2025-11-06T18:20:37.000+0000,005OH00000BFPZHYA5,2025-11-06T18:20:37.000+0000,(778)882-1417,,liz816@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f57cMYAQ,False,,23580862,0030A0000029X2mQAE,0010A000002vwi9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,workspace registration,Medium,"User wants assistance with registering for WS. however, I have reached out multiple times and unable to speak with the advisor. They were instructed to provide suitable times or call our phone.

=======================================================================================================

****Email Chain****

Hello Colin,

I reached out but was told you are in a meeting.

Please provide a time that is more convenient to you. Or you can give us a call at 1-800-475-7001 for assistance with Workspace access.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Duggan,Colin M <Colin.Duggan@edwardjones.com> 
Sent: November 6, 2025 10:10 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: **Case 23577367** - RE: INC1816578 - RE: Workspace Registration

Oh my gosh Sandra, I am so sorry. It wasn't in my main calendar my fault. Do you have a few min now or would you like to reschedule? Regards From: CL Workspace Support Sent: Thursday, November 6, 2025
ZjQcmQRYFpfptBannerStart
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Oh my gosh Sandra,
I am so sorry. It wasn't in my main calendar my fault. Do you have a few min now or would you like to reschedule?
Regards
From: CL Workspace Support 
Sent: Thursday, November 6, 2025 11:08 AM
To: Duggan,Colin M 
Subject: **Case 23577367** - RE: INC1816578 - RE: Workspace Registration
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 
Hello Colin,
I reached out at our scheduled time and received a voicemail. Please provide a time that is more convenient to you. Or you can give us a call at 1-800-475-7001 for assistance with Workspace access.
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 20, 2025 10:20 AM
To: Duggan,Colin M <Colin.Duggan@edwardjones.com>
Subject: RE: INC1816578 - RE: Workspace Registration
Hello Colin,
I will reach out to you on Thursday, November 6, 2025 at 11am to assist with Workspace registration.
What is the best phone number to contact you on?
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Duggan,Colin M <Colin.Duggan@edwardjones.com> 
Sent: October 19, 2025 9:59 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1816578 - RE: Workspace Registration
Hi, I have these 3 available if it works: 10: 00 on Nov 5th 11: 00 om Nov 6th 12: 00 or 1: 00 on Nov 7th Thank you Colin From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Friday, October 17, 2025 3: 52 PM To: Duggan,Colin
Hi,
I have these 3 available if it works:
-	10:00 on Nov 5th
-	11:00 om Nov 6th 
-	12:00 or 1:00 on Nov 7th
Thank you
Colin
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Friday, October 17, 2025 3:52 PM
To: Duggan,Colin M <Colin.Duggan@edwardjones.com>
Cc: Paolatto, Bryan <Bryan.Paolatto@canadalife.com>
Subject: INC1816578 - RE: Workspace Registration
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 
Hello Colin,
It has been brought to our attention that you want some assistance with registering for Workspace. I’d be happy to assist you.
I would like to set up a phone call with you. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on. This way, I can walk you through the registration process.
	Provide your time zone.
Looking forward to your email.
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Paolatto, Bryan <Bryan.Paolatto@canadalife.com> 
Sent: October 17, 2025 10:47 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Duggan,Colin M <colin.duggan@edwardjones.com>
Subject: Workspace Registration
Hello @Workspace Support,
Could you please reach out to Colin and arrange a time to support him with registering for Workspace?
Thanks,
Bryan Paolatto, CIM®
Regional Sales Manager, Wealth
E: bryan.paolatto@canadalife.com | P: (519) 852-3681
In partnership with:
Sean O’Connell
Regional Sales Representative, Wealth
E: sean.oconnell@canadalife.com | P: (5416) 879-2287
Alexandra Neff
Regional Sales Associate, Wealth
E: alexandra.neff@canadalife.com | P: (416) 552-5856
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-06T17:08:10.000+0000,False,False,005OH000002iN7pYAE,2025-11-06T17:01:20.000+0000,005OH000002iN7pYAE,2025-11-06T17:08:10.000+0000,005OH000002iN7pYAE,2025-11-06T17:08:10.000+0000,(519)727-1041,,colin.duggan@edwardjones.com,(877)335-0394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f57iqYAA,False,,23582583,0030A0000029XsCQAU,0010A000002vxOTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:30:20.000+0000,False,False,005OH00000865wTYAQ,2025-11-06T17:30:20.000+0000,005OH00000865wTYAQ,2025-11-06T17:30:21.000+0000,005OH00000865wTYAQ,2025-11-06T17:30:21.000+0000,(780)970-4007,,lelgert@gmail.com,(780)681-3958,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5AVPYA2,False,,23581932,0030A000007QnUCQA0,0010A000008IatqQAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Dealer Auto Rebalancing Failure Analysis Report Request,Medium,Dealer Auto Rebalancing Failure Analysis Report Request,True,2025-11-06T17:19:17.000+0000,False,False,005OH0000071DK9YAM,2025-11-06T17:19:17.000+0000,005OH0000071DK9YAM,2025-11-06T17:19:18.000+0000,005OH0000071DK9YAM,2025-11-06T17:19:18.000+0000,(514)651-1479,(514) 651-1479,karim.darwiche@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5F5GYAU,False,,23581718,0030A0000029fKaQAI,0010A000002w3YRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:15:44.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T17:15:44.000+0000,005OH000004Ir1xYAC,2025-11-06T17:15:45.000+0000,005OH000004Ir1xYAC,2025-11-06T17:15:45.000+0000,(403)245-3204,,ly_ypetr@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5FgLYAU,False,,23581524,0030A00000CSJ4DQAX,0010A00000D3Fx2QAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-06T17:12:18.000+0000,False,False,005OH0000071DK9YAM,2025-11-06T17:12:18.000+0000,005OH0000071DK9YAM,2025-11-06T17:12:18.000+0000,005OH0000071DK9YAM,2025-11-06T17:12:18.000+0000,(780)459-5353,,shaun@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5HbhYAE,False,,23581704,0030A000002ElhYQAS,0010A0000031JYkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-06T17:15:35.000+0000,False,False,005OH0000071DK9YAM,2025-11-06T17:15:35.000+0000,005OH0000071DK9YAM,2025-11-06T17:15:36.000+0000,005OH0000071DK9YAM,2025-11-06T17:15:36.000+0000,(780)459-5353,(780) 459-5353,nathan@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5Lc7YAE,False,,23584169,0035o000005gYhOAAU,0015o000006FNI1AAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:56:40.000+0000,False,False,005OH0000030c5BYAQ,2025-11-06T17:56:40.000+0000,005OH0000030c5BYAQ,2025-11-06T17:56:41.000+0000,005OH0000030c5BYAQ,2025-11-06T17:56:41.000+0000,(705)456-6428,,dbelzee1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5M3VYAU,False,,23582199,0031600002TsrWIAAZ,0015o000008Cz0OAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TCP Report Request,Medium,TCP Report provided,True,2025-11-06T17:23:40.000+0000,False,False,005OH0000071DK9YAM,2025-11-06T17:23:40.000+0000,005OH0000071DK9YAM,2025-11-06T17:23:40.000+0000,005OH0000071DK9YAM,2025-11-06T17:23:40.000+0000,(877) 566-5433,(306) 209-9503,danielle@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5M8LYAU,False,,23582203,0030A000002D7BYQA0,0010A000003IPp9QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:23:44.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T17:23:44.000+0000,005OH000006owoYYAQ,2025-11-06T17:23:44.000+0000,005OH000006owoYYAQ,2025-11-06T17:23:44.000+0000,(306)783-7360,(306) 783-7380,eojukwu@parklandwealth.com,(306)783-9555,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5MBZYA2,False,,23582208,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Advice Canada,Medium,"Good day Leanne,

I tried calling you, but my call was forwarded to your voicemail (I left a message).

We have heard back from our Digital Hub team, and they confirmed that the issue with your MGA account is resolved now, and you should be able to link it to your Advice Canada account.

Please confirm if the issue is resolved or not.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: CL Workspace Support 
Sent: October 24, 2025 10:43 AM
To: Jones, Leanne <leanne@prosperwealth.ca>
Subject: INC1826941: ERR-W1977 - error received when linking Workspace account

Good day Leanne,

We understand that you have an issue when linking your Workspace account. We are happy to assist you in this matter. 

Your issue was escalated to the Digital Lab team for immediate investigation.

When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T17:33:59.000+0000,False,False,005OH00000AbCcLYAV,2025-11-06T17:23:48.000+0000,005OH00000AbCcLYAV,2025-11-06T17:33:59.000+0000,005OH00000AbCcLYAV,2025-11-06T17:33:59.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5QwkYAE,False,,23582630,0030A0000029oDzQAI,0010A000002wAunQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:31:15.000+0000,False,False,005OH000004oiYEYAY,2025-11-06T17:31:15.000+0000,005OH000004oiYEYAY,2025-11-06T17:31:15.000+0000,005OH000004oiYEYAY,2025-11-06T17:31:15.000+0000,(519)770-5818,,cherie@deegfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5R9dYAE,False,,23582642,003G0000018f6hSIAQ,0010A000002wOhiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:31:23.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T17:31:23.000+0000,005OH000006owoYYAQ,2025-11-06T17:31:23.000+0000,005OH000006owoYYAQ,2025-11-06T17:31:23.000+0000,(306)691-7777,(306) 631-8893,cory.olafson@heartlandfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5RzFYAU,False,,23582730,0030A000006L12TQAS,0010A00000767w3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:32:49.000+0000,False,False,005G0000002gyDJIAY,2025-11-06T17:32:49.000+0000,005G0000002gyDJIAY,2025-11-06T17:32:49.000+0000,005G0000002gyDJIAY,2025-11-06T17:32:49.000+0000,(306)955-9190,(306) 852-7088,matthew.anderson@ig.ca,(306)374-9174,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5Tg6YAE,False,,23583256,0035o0000062BnKAAU,0015o000006amUlAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Product Illustration,Medium,User was transferred from client service for how to find future cash value on illustration.,True,2025-11-06T17:59:40.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-06T17:41:56.000+0000,005OH00000AZ3ZxYAL,2025-11-06T17:59:40.000+0000,005OH00000AZ3ZxYAL,2025-12-13T02:02:22.000+0000,(418)696-1331,,audrey.jacques@iggpp.ca,(418)696-2235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5TmXYAU,False,,23582912,003OH00000OeUxmYAF,001OH00000TybVnYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Caller was inquiring about receiving disability policy documents electronically rather than my mail as he had received the docs by mail. I verified with Assist Desk, then referred the client to Client Service Centre for assistance. 
From: Workspace Support 
Sent: November 5, 2025 5:58 PM
To: Cunningham, Deneen <deneen@mcgltd.ca>
Subject: Goals Based Planning access issue Case 23567099 INC INC1844903

Hello Deneen, 

Thank you for contacting the Workspace Support team regarding the issue with accessing Goals Based Planning. 

As mentioned during our call I have escalated the matter to our lab for investigation. I will reach out to you with a resolution or if additional information is required. 

In the meantime, if you have any other questions please do not hesitate to contact us. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Julie B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-06T18:01:50.000+0000,False,False,005OH00000BFQFEYA5,2025-11-06T17:35:47.000+0000,005OH00000BFQFEYA5,2025-11-06T18:01:50.000+0000,005OH00000BFQFEYA5,2025-11-06T18:01:50.000+0000,(613)893-1851,,craig.green@federated.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5VYEYA2,False,,23583349,0030A0000029hC8QAI,0010A000002w57dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WRS - Investment Centre,Medium,"The user requested a report to be sent to them. We are not able to send them a report, so we redirected them to client services",True,2025-11-07T17:47:00.000+0000,False,False,005OH000002iN7rYAE,2025-11-06T17:43:29.000+0000,005OH000002iN7rYAE,2025-11-07T17:47:01.000+0000,005OH000002iN7rYAE,2025-12-13T02:01:50.000+0000,(204)873-2400,(204) 825-8060,bill@keystoneins.ca,(204)873-2170,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5WEAYA2,False,,23583159,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:40:13.000+0000,False,False,005OH000005URvxYAG,2025-11-06T17:40:13.000+0000,005OH000005URvxYAG,2025-11-06T17:40:14.000+0000,005OH000005URvxYAG,2025-11-06T17:40:14.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5XYQYA2,False,,23583448,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-06T17:47:56.000+0000,False,False,005OH000006uYruYAE,2025-11-06T17:44:58.000+0000,005OH000006uYruYAE,2025-11-06T17:51:46.000+0000,005OH000006uYruYAE,2025-11-06T17:51:46.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5Zn7YAE,False,,23583386,0030A000009CvGbQAK,0010A00000ABC3PQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,Call back done for authentication,True,2025-11-06T18:23:11.000+0000,False,False,005OH00000BFPZHYA5,2025-11-06T17:43:57.000+0000,005OH00000BFPZHYA5,2025-11-06T18:23:11.000+0000,005OH00000BFPZHYA5,2025-11-06T18:23:11.000+0000,(778)882-1417,,liz816@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5aEYYAY,False,,23583540,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:46:29.000+0000,False,False,005OH000005URvxYAG,2025-11-06T17:46:29.000+0000,005OH000005URvxYAG,2025-11-06T17:46:29.000+0000,005OH000005URvxYAG,2025-11-06T17:46:29.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5ahcYAA,False,,23584103,0030A0000029gBHQAY,0010A000002w4F8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:55:27.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T17:55:27.000+0000,005OH000006owoYYAQ,2025-11-06T17:55:28.000+0000,005OH000006owoYYAQ,2025-11-06T17:55:28.000+0000,(306) 445-9455,(306) 441-6066,curtis@heinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5cwJYAQ,False,,23585914,0030A0000029YgCQAU,0010A000002vy2tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:24:33.000+0000,False,False,005OH000005URvxYAG,2025-11-06T18:24:33.000+0000,005OH000005URvxYAG,2025-11-06T18:24:33.000+0000,005OH000005URvxYAG,2025-11-06T18:24:33.000+0000,(780)760-2168,(780) 982-1688,benny.wong2168@gmail.com,(780)760-2168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5d5xYAA,False,,23583760,0030A0000029ZM9QAM,0010A000002vyetQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:49:56.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T17:49:56.000+0000,005OH000006owoYYAQ,2025-11-06T17:49:56.000+0000,005OH000006owoYYAQ,2025-11-06T17:49:56.000+0000,(306)778-6611,,crobinson@mercatorfinancial.ca,(306)778-0731,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5eV3YAI,False,,23583868,003OH00000OYVlBYAX,001OH00000TrSvUYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:51:51.000+0000,False,False,005OH000004oiYEYAY,2025-11-06T17:51:51.000+0000,005OH000004oiYEYAY,2025-11-06T17:51:52.000+0000,005OH000004oiYEYAY,2025-11-06T17:51:52.000+0000,(877)278-3837,5199915984,john.otono@continuumfc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5f4XYAQ,False,,23583932,003OH00000OYVlBYAX,001OH00000TrSvUYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:52:47.000+0000,False,False,005OH000004oiYEYAY,2025-11-06T17:52:47.000+0000,005OH000004oiYEYAY,2025-11-06T17:52:47.000+0000,005OH000004oiYEYAY,2025-11-06T17:52:47.000+0000,(877)278-3837,5199915984,john.otono@continuumfc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5gAIYAY,False,,23584287,003OH00000OYVlBYAX,001OH00000TrSvUYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T17:58:49.000+0000,False,False,005OH000004oiYEYAY,2025-11-06T17:58:49.000+0000,005OH000004oiYEYAY,2025-11-06T17:58:49.000+0000,005OH000004oiYEYAY,2025-11-06T17:58:49.000+0000,(877)278-3837,5199915984,john.otono@continuumfc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5hPjYAI,False,,23584836,0030A0000029ZfJQAU,0010A000002vyuBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"caller had question outside of our scope of support regarding Excel - I gave recommendations after discussion with Jonathan. 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 6, 2025 1:25 PM
To: albertaltd2128306 <albertaltd2128306@shaw.ca>
Subject: Excel doc issues case23584836

Hello Perry . 

Thank you for contacting the Workspace Support Team. It was nice to speak to you today. 

To recap our conversation, you were asking about a client having issues saving and updating an Excel document that you sent to them. As I mentioned this is out of our scope of support, but I was able to provide you with a few recommendations: 
-ensure that your client has an Excel subscription 
-if this client receives the document as “read only”, they can click on “Save As” and rename the document, update the document then send it back to you. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 

If you could kindly spare less than 30 seconds (using this link: survey  ) to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Julie B. 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-06T18:29:18.000+0000,False,False,005OH00000BFQFEYA5,2025-11-06T18:08:14.000+0000,005OH00000BFQFEYA5,2025-11-06T18:29:18.000+0000,005OH00000BFQFEYA5,2025-11-06T18:29:18.000+0000,(250)317-0852,(250) 317-0852,albertaltd2128306@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5i8xYAA,False,,23585682,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:20:49.000+0000,False,False,005OH000005URvxYAG,2025-11-06T18:20:49.000+0000,005OH000005URvxYAG,2025-11-06T18:20:50.000+0000,005OH000005URvxYAG,2025-11-06T18:20:50.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5iTxYAI,False,,23587512,0030A0000029dPuQAI,0010A000002w1xcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,duplicate opened in error,Medium,,True,2025-11-06T19:10:30.000+0000,False,False,005OH000008919xYAA,2025-11-06T18:50:09.000+0000,005OH000008919xYAA,2025-11-06T19:10:47.000+0000,005OH000008919xYAA,2025-11-06T19:10:47.000+0000,(905)764-0082,(416) 990-8668,bronna@iifc.ca,(416)486-4061,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5igrYAA,False,,23585343,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"user need assistanec to access and navigate Workspace.
EMAIL****************************
Hello Micheal,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with Your Workspace Log in.
On our call today we went on how to access your Workspace URL and use the Autheticator.
Navigated the system on how to access your client and form.
You can contact your regional sales associate for any process question
Below is her information:
Marisa Spada 
Marisa.Spada@canadalife.com

Here are the steps how to log in the Workspace:
1.	Use the microsoft edge browser.
2.	Use the favorite url .
 
3.login in with email and password.
 
4.use the Authenticator on your browser for the code ,click on the number it will copied.
5.User press ctrl and V to paste the code.
 

6.And you are log in.
 

If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T19:35:49.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-06T18:15:42.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:31:33.000+0000,005OH00000AZ3ZxYAL,2025-11-07T13:31:33.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5jWPYAY,False,,23585786,0030A0000029UuVQAU,0010A000002vuxUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:22:27.000+0000,False,False,005G0000002gxxjIAA,2025-11-06T18:22:27.000+0000,005G0000002gxxjIAA,2025-11-06T18:22:27.000+0000,005G0000002gxxjIAA,2025-11-06T18:22:27.000+0000,(450)464-1567,(514) 238-3994,gilles.cardinal@videotron.ca,(450)773-2676,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5kU1YAI,False,,23584468,0030A0000029q3OQAQ,0010A000002wCNhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"to: 	vinoddhingra.insurance@gmail.com

Hi Vinod,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Salesforce authenticator.

Just a recap of what we disconnected the authenticator from your mobile device and reconnected the Salesforce authenticator in your computer, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T18:17:03.000+0000,False,False,005OH00000AbCcLYAV,2025-11-06T18:01:54.000+0000,005OH00000AbCcLYAV,2025-11-06T18:17:03.000+0000,005OH00000AbCcLYAV,2025-11-06T18:17:03.000+0000,(905)237-6014,,vinodddhingra@rogers.com,(905)237-6209,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5l6jYAA,False,,23584511,0030A0000029lgDQAQ,0010A000002w8nBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Acces Espace affaires,Medium,"to: danny@evasf.ca

Bonjour Danny, 

Il a été porté à notre attention que vous rencontrez un problème d’accès à l’Espace affaires.

Je souhaiterais organiser un appel téléphonique avec vous afin de vous aider à résoudre ce problème. Pour nous permettre de planifier un rappel, merci de bien vouloir nous fournir les informations suivantes :

• Votre fuseau horaire
• Trois dates et heures de rappel qui vous conviendraient
• Nous vous contacterons au numéro de téléphone enregistré dans notre système

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jonathan Harvey-Maltais <jonathan@evasf.ca> 
Sent: November 5, 2025 2:03 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Danny Andrade <danny@evasf.ca>
Subject: [EXT] Changement d'adresse courriel

Bonjour, Merci de mettre à jour nos accès pour Danny Andrade C6367 Adresse actuelle info@ sfandrade. com Pour info@ evasf. ca Merci de confirmer un fois complété et de réinitialiser les accès ou mot de passe au besoin. Merci Respectueusement, _________
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Merci de mettre à jour nos accès pour Danny Andrade C6367

Adresse actuelle info@sfandrade.com

Pour info@evasf.ca Merci de confirmer un fois complété et de réinitialiser les accès ou mot de passe au besoin.
Merci
Respectueusement,
_________
Jonathan Harvey-Maltais
Directeur adjoint & administration
Conseiller en Sécurité Financière
Partenaire de EVAsf / Danny Andrade
438-985-8038 Téléphone Bureau
jonathan@evasf.ca
 
6000 Boul. Rome, Suite 410, 
Brossard, QC, J4Y 0B6
www.evasf.ca / Cliquez-ici pour prendre rendez-vous

Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement.",True,2025-11-06T18:02:33.000+0000,False,False,005OH00000AbCcLYAV,2025-11-06T18:02:33.000+0000,005OH00000AbCcLYAV,2025-11-06T18:05:37.000+0000,005OH00000AbCcLYAV,2025-11-06T18:05:37.000+0000,(438)985-8038,,danny@sfandrade.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5qZTYAY,False,,23585778,0030A000008wOiWQAU,0010A000009rXUTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:22:17.000+0000,False,False,005OH000005URvxYAG,2025-11-06T18:22:17.000+0000,005OH000005URvxYAG,2025-11-06T18:22:18.000+0000,005OH000005URvxYAG,2025-11-06T18:22:18.000+0000,(587)877-6114,,cjensen@nextlevelinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5sWSYAY,False,,23588618,003G0000018f7B5IAI,0010A000002wPF4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Policy Details,Medium,"to:valerie@evermorewealthmanagement.com
Hi Valerie, 

Thank you for contacting Workspace Support team.  

I’m glad that we were able to locate your investment policies, clear your cookies and finding the ‘’Submit document’’ option on your Workspace account.

As discussed, please note that providing or changing policy details falls outside the scope of our support capabilities.

However, you may contact Canada Life CSC team for Segregated funds  directly by emailing isp_customer_care@canadalife.com or calling 1-888-252-1847.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
  
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T19:35:12.000+0000,False,False,005OH00000AbCcLYAV,2025-11-06T19:08:26.000+0000,005OH00000AbCcLYAV,2025-11-06T19:35:13.000+0000,005OH00000AbCcLYAV,2025-11-06T19:35:13.000+0000,(519)435-4481,(416) 878-0011,valerie@evermorewealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5tlsYAA,False,,23586842,0030A0000029dt7QAA,0010A000002w2JVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:39:31.000+0000,False,False,0050A000001o2WeQAI,2025-11-06T18:39:31.000+0000,0050A000001o2WeQAI,2025-11-06T18:39:31.000+0000,0050A000001o2WeQAI,2025-11-06T18:39:31.000+0000,(902)798-4790,9027987810,greg@kelleyfinancial.ca,(902)798-4892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5u3dYAA,False,,23588784,003G0000018f6pIIAQ,0010A000002wOr1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:11:29.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:11:29.000+0000,0050A000000Hq5PQAS,2025-11-06T19:11:30.000+0000,0050A000000Hq5PQAS,2025-11-06T19:11:30.000+0000,(416)789-4527,647-999-4884,robert@romasfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5uWdYAI,False,,23587622,003OH000002VVBLYA4,001OH0000037lQNYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,"User wants to change locked info in application. Redirected to NB coordinator.
========
Good afternoon Martin,

It was a pleasure speaking with you today regarding a change of information for an application submitted to client.

When the information is locked, the process to follow is to go through the submission process, the client signs, the advisor signs and right after it is completed, you can get in touch with your New Business coordinator to request the change of information.

Your New Business coordinator is Amanda Strong, who can be reached by email at NBInquiry.Team8@canadalife.com.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T19:12:03.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-06T18:51:58.000+0000,005OH00000AbJ7aYAF,2025-11-06T19:12:03.000+0000,005OH00000AbJ7aYAF,2025-11-06T19:12:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5w2AYAQ,False,,23585716,0030A0000029UuVQAU,0010A000002vuxUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:21:13.000+0000,False,False,005G0000002gxxjIAA,2025-11-06T18:21:13.000+0000,005G0000002gxxjIAA,2025-11-06T18:21:14.000+0000,005G0000002gxxjIAA,2025-11-06T18:21:14.000+0000,(450)464-1567,(514) 238-3994,gilles.cardinal@videotron.ca,(450)773-2676,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5wrlYAA,False,,23585625,0030A0000029oNvQAI,0010A000002wB2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:20:01.000+0000,False,False,005OH000005URvxYAG,2025-11-06T18:20:01.000+0000,005OH000005URvxYAG,2025-11-06T18:20:02.000+0000,005OH000005URvxYAG,2025-11-06T18:20:02.000+0000,(780)420-6633,(780) 990-9178,jimrey@telus.net,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5wrmYAA,False,,23585703,,0010A000002vvNhQAI,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-11-06T18:26:10.000+0000,False,False,005OH000000n5crYAA,2025-11-06T18:21:05.000+0000,005OH000000n5crYAA,2025-11-06T18:26:10.000+0000,005OH000000n5crYAA,2025-11-06T18:26:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000n5crYAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5wtSYAQ,False,,23587235,003G0000018f7ofIAA,0010A000002w5rXQAQ,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,the user is having issues opening an email. We asked them to use the temporary password in their email,True,2025-11-06T18:45:58.000+0000,False,False,005OH000002iN7rYAE,2025-11-06T18:45:58.000+0000,005OH000002iN7rYAE,2025-11-06T18:45:58.000+0000,005OH000002iN7rYAE,2025-11-06T18:45:58.000+0000,(418) 623-2521,,apowers@grpowers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f5zg0YAA,False,,23587076,003G0000018f6XIIAY,0010A000002wOUNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:43:31.000+0000,False,False,005OH00000245ROYAY,2025-11-06T18:43:31.000+0000,005OH00000245ROYAY,2025-11-06T18:43:31.000+0000,005OH00000245ROYAY,2025-11-06T18:43:31.000+0000,(519)690-2862,(519) 860-2869,timkelly@timjkelly.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f61oGYAQ,False,,23587413,003G0000018f6fZIAQ,0010A000002wOdbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:48:46.000+0000,False,False,005OH00000245RQYAY,2025-11-06T18:48:46.000+0000,005OH00000245RQYAY,2025-11-06T18:48:46.000+0000,005OH00000245RQYAY,2025-11-06T18:48:46.000+0000,(514)572-1328,(514) 572-1328,kelly@finservantonakakis.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f62p8YAA,False,,23586373,003G0000018f6d3IAA,0010A000002wOaLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:31:53.000+0000,False,False,0055o000002KxaMAAS,2025-11-06T18:31:53.000+0000,0055o000002KxaMAAS,2025-11-06T18:31:53.000+0000,0055o000002KxaMAAS,2025-11-06T18:31:53.000+0000,(780)409-8900,,mike@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f63epYAA,False,,23588149,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-11-06T19:01:10.000+0000,0050A000000Hq5PQAS,2025-11-06T19:01:33.000+0000,0050A000000Hq5PQAS,2025-11-06T19:01:33.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f65gZYAQ,False,,23587062,0030A0000029nvbQAA,0010A000002wAhFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:43:18.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T18:43:18.000+0000,0055o000002DK5fAAG,2025-11-06T18:43:18.000+0000,0055o000002DK5fAAG,2025-11-06T18:43:18.000+0000,(416)721-7452,,mukesh@vpcsolution.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f67VTYAY,False,,23587595,0030A0000029mFBQAY,0010A000002w9EtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:51:35.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T18:51:35.000+0000,005OH000003ds0PYAQ,2025-11-06T18:51:35.000+0000,005OH000003ds0PYAQ,2025-11-06T18:51:35.000+0000,(613)634-1664X227,,munia@on.aibn.com,(613)634-1667,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f67wsYAA,False,,23587269,003OH00000V955JYAR,001OH00000bzOtBYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:46:24.000+0000,False,False,005OH000007fgYjYAI,2025-11-06T18:46:24.000+0000,005OH000007fgYjYAI,2025-11-06T18:46:24.000+0000,005OH000007fgYjYAI,2025-11-06T18:46:24.000+0000,(438)935-0855,,fiancelevesque@emiliepac.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f69drYAA,False,,23591518,0030A000001aa55QAA,0010A000002wN19QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:55:31.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:55:31.000+0000,0050A000000Hq5PQAS,2025-11-06T19:55:31.000+0000,0050A000000Hq5PQAS,2025-11-06T19:55:31.000+0000,(705) 749-1131,(705) 741-7611,doug@curryfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f69sIYAQ,False,,23589050,003G0000018f7ECIAY,0010A000002wPIzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:15:25.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:15:25.000+0000,0050A000000Hq5PQAS,2025-11-06T19:15:25.000+0000,0050A000000Hq5PQAS,2025-11-06T19:15:25.000+0000,(416)388-7056,(416) 388-7056,mike@romanifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6AJfYAM,False,,23588777,003G0000018f7PeIAI,0010A000002wPW4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Name: GREGORY BREEZE
Advisor or support staff: Advisor
Advisor Code: F4846
Advisor Name: GREGORY BREEZE
Phone: (306) 961-9099		
Email:  greg.breeze@sasktel.net
1. Siebel verification: completed
2. Last Login to Workspace: n/a

Issue: 23587768 was just speaking to another agent. Now SF auth app is asking him to sign in. 
had him remove the app/re-install. workspace timed out/can't get back to site
did a log me in session
cleared cookies/cache on chrome
guided him to setup the authenticator on his temp phone (he's waiting on his new phone to come in/advised him to call back once he has that to do the same).


sent follow up
------***DDS  11/06/2025***--------
Hello Greg,

Thank you for contacting Workspace Support.

It was a pleasure speaking to you earlier and helping you setup the Salesforce Authenticator app on you new phone to access Workspace.
 
Here is a recap of what we did today during out LogMeIn session

1.	Cleared the cookies and cache on Google Chrome as you could not access Workspace
2.	Setup your Salesforce Authenticator on the new temp phone
3.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

Do note once you have your new phone, you will need to contact us again, thanks.

Here are the steps to clear your cookies and cache in the future
1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Clear Data’ to complete

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-06T19:35:46.000+0000,False,False,005OH00000AUS7aYAH,2025-11-06T19:11:20.000+0000,005OH00000AUS7aYAH,2025-11-06T19:37:10.000+0000,005OH00000AUS7aYAH,2025-11-06T19:37:10.000+0000,(306)961-9099,(306) 961-9099,greg.breeze@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6Ad0YAE,False,,23587142,003OH00000NnSXWYA3,001OH00000SuN5CYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:44:39.000+0000,False,False,005OH000007fgYjYAI,2025-11-06T18:44:39.000+0000,005OH000007fgYjYAI,2025-11-06T18:44:39.000+0000,005OH000007fgYjYAI,2025-11-06T18:44:39.000+0000,(418)558-1521,,mberube.csf@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6AujYAE,False,,23587074,0030A00000CBJpDQAX,0010A00000CloKeQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:43:30.000+0000,False,False,005OH00000865wTYAQ,2025-11-06T18:43:30.000+0000,005OH00000865wTYAQ,2025-11-06T18:43:30.000+0000,005OH00000865wTYAQ,2025-11-06T18:43:30.000+0000,(780)221-1971,,kerrie@kainsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6BMCYA2,False,,23590015,003G0000018f6nhIAA,0010A000002wOpRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:30:44.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:30:44.000+0000,0050A000000Hq5PQAS,2025-11-06T19:30:45.000+0000,0050A000000Hq5PQAS,2025-11-06T19:30:45.000+0000,(416)357-4815,,joseph@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6C8ZYAU,False,,23587928,0030A00000BjnY1QAJ,0010A00000CK3yHQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"caller had a system crash after submitting an application, they were in the process of making the payment  using New Business App. They checked their NB dashboard and their SP dashboard they cannot locate the application Policy last four digits 90-0 INC INC1846441",True,2025-11-06T21:36:31.000+0000,False,False,005OH00000BFQFEYA5,2025-11-06T18:57:35.000+0000,005OH00000BFQFEYA5,2025-11-06T21:36:31.000+0000,005OH00000BFQFEYA5,2025-11-06T21:36:31.000+0000,(437)983-2227,,felixhccc@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6CoUYAU,False,,23587380,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:48:22.000+0000,False,False,005OH000005URvxYAG,2025-11-06T18:48:22.000+0000,005OH000005URvxYAG,2025-11-06T18:48:22.000+0000,005OH000005URvxYAG,2025-11-06T18:48:22.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6CuvYAE,False,,23587270,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:46:25.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T18:46:25.000+0000,0050A000000Hq5PQAS,2025-11-06T18:46:25.000+0000,0050A000000Hq5PQAS,2025-11-06T18:46:25.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6DsbYAE,False,,23587348,0031600002BSBU9AAP,0010A000002wN6WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T18:47:51.000+0000,False,False,005OH00000245ROYAY,2025-11-06T18:47:51.000+0000,005OH00000245ROYAY,2025-11-06T18:47:51.000+0000,005OH00000245ROYAY,2025-11-06T18:47:51.000+0000,(647)669-7420,(647) 669-7420,charlie.mccabe@rosewoodwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6HEiYAM,False,,23589440,003G000001EIIkrIAH,0010A000002wRwvQAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Workspace Support - Workspace,Medium,"*11/10*
Called 2 times, once at 12pm and again at 12:30, Kim was in with a client for the duration, they will call us back

*11/10*
----------------

*email*
----------------
Good afternoon Kim, 

I tried on a couple different times today to contact you, once at 12pm and another at 12:30, If you have not tried to call back already, let me know when I can try again. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 7, 2025 5:45 PM
To: Roe, Kimberly <kim@utleyfinancialgroup.com>
Subject: RE: [EXT] Re: Multifactor authenticator 23589440

Good afternoon Kim, 

Thanks for taking our call, 

Due to you being at home and unable to answer the phone call for authentication since it’s in your office, we will touch base next week on Monday. I have requested permission to try to call you at 12 since it’s my start time. If you have questions or concerns, please reply to this email. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kim Roe <kim@utleyfinancialgroup.com> 
Sent: November 7, 2025 4:20 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Re: Multifactor authenticator 23589440

Can you call my cell? 519-360-6848 Kimberly Roe, CFP Certified Financial Planner Utley Financial Group Quadrus Investment Services Ltd 3 William St S #3 Chatham ON N7M 6B3 T: 519-397-5000 F: 519-397-1432 On Fri, Nov 7, 2025 at 4: 19 PM Kim Roe
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Can you call my cell?   519-360-6848


Kimberly Roe, CFP
Certified Financial Planner
Utley Financial Group
Quadrus Investment Services Ltd
3 William St S #3 Chatham ON N7M 6B3
T: 519-397-5000  F: 519-397-1432


On Fri, Nov 7, 2025 at 4:19 PM Kim Roe <kim@utleyfinancialgroup.com> wrote:
It’s the advisor direct account.  I am not at the office, I work remotely.  I won’t be in the office until Monday.  


Kimberly Roe, CFP
Certified Financial Planner
Utley Financial Group
Quadrus Investment Services Ltd
3 William St S #3 Chatham ON N7M 6B3
T: 519-397-5000  F: 519-397-1432


On Fri, Nov 7, 2025 at 4:13 PM CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
Good afternoon Kim, 

I am seeing you have 2 accounts, if you want, I can call you back to help you as we must authenticate you, I’m here till 8pm EST, please provide a contact number. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

 
From: Kim Roe <kim@utleyfinancialgroup.com> 
Sent: November 7, 2025 4:01 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Multifactor authenticator 23589440
 
It appears that Workspace still has me linked to the Salesforce Authenticator app On Fri, Nov 7, 2025 at 3: 54 PM Kim Roe <kim@ utleyfinancialgroup. com> wrote: Hello! I am trying to link Google Authenticator to my Workspace account but I
It appears that Workspace still has me linked to the Salesforce Authenticator app
 
On Fri, Nov 7, 2025 at 3:54 PM Kim Roe <kim@utleyfinancialgroup.com> wrote:
Hello!
 
I am trying to link Google Authenticator to my Workspace account but I am having difficulty.  It's not giving me an opportunity to link the new authenticator.  Is this something you can help with?
 
 
On Thu, Nov 6, 2025 at 2:47 PM CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
Good afternoon Kim, 

Thank you for contacting the Workspace Support Team with your MFA inquiry. 

You wanted to change your authenticator from SalesForce authenticator to another app since the push notifications were not functioning on your device. Your account did not appear to be set up with an app, but you declined further assistance in setting up the app stating you can do it on your own. It should be straight forward and easy if you were able to do it the first time. If you have questions or concerns, please reply to this email. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


 
-- 
Kimberly Roe, CFP
Certified Financial Planner
Utley Financial Group
Quadrus Investment Services Ltd
3 William St S #3 Chatham ON N7M 6B3
T: 519-397-5000  F: 519-397-1432


 
-- 
Kimberly Roe, CFP
Certified Financial Planner
Utley Financial Group
Quadrus Investment Services Ltd
3 William St S #3 Chatham ON N7M 6B3
T: 519-397-5000  F: 519-397-1432

*previous notes
Kim Roe
h5559
*dds*

need to change authenticator

*email*

Good afternoon Kim, 

Thank you for contacting the Workspace Support Team with your MFA inquiry. 

You wanted to change your authenticator from SalesForce authenticator to another app since the push notifications were not functioning on your device. Your account did not appear to be set up with an app, but you declined further assistance in setting up the app stating you can do it on your own. It should be straight forward and easy if you were able to do it the first time. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH000008919xYAA,2025-11-06T19:21:40.000+0000,005OH000008919xYAA,2025-11-10T18:20:16.000+0000,005OH000008919xYAA,2025-11-10T18:20:16.000+0000,(519)397-5000,(519) 360-6848,kim@utleyfinancialgroup.com,(519)397-1432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6I98YAE,False,,23589154,003OH000002YA73YAG,001OH000003B2WFYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:17:02.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:17:02.000+0000,0050A000000Hq5PQAS,2025-11-06T19:17:02.000+0000,0050A000000Hq5PQAS,2025-11-06T19:17:02.000+0000,(289)813-1059,(289) 813-1059,may@northshorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6QGNYA2,False,,23589428,0030A000007A5X8QAK,0010A00000815pRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:21:27.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:21:27.000+0000,0050A000000Hq5PQAS,2025-11-06T19:21:27.000+0000,0050A000000Hq5PQAS,2025-11-06T19:21:27.000+0000,(905)831-3600X4220,(647) 545-8575,tristan.martin@bulwarkfc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6Rh3YAE,False,,23588611,003OH000002BtMgYAK,001OH000002i1VcYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:08:19.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:08:19.000+0000,0050A000000Hq5PQAS,2025-11-06T19:08:19.000+0000,0050A000000Hq5PQAS,2025-11-06T19:08:19.000+0000,(416)826-8445,,james@sferofinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6SA6YAM,False,,23589034,003OH00000V9556YAB,001OH00000bzOsyYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:15:11.000+0000,False,False,0055o000001NWfMAAW,2025-11-06T19:15:11.000+0000,0055o000001NWfMAAW,2025-11-06T19:15:12.000+0000,0055o000001NWfMAAW,2025-11-06T19:15:12.000+0000,(437)971-2273,,elvin.hoang@wellcareinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6T2yYAE,False,,23590504,0030A0000029f4vQAA,0010A000002w3J5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:38:35.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T19:38:35.000+0000,005OH000003ds0PYAQ,2025-11-06T19:38:35.000+0000,005OH000003ds0PYAQ,2025-11-06T19:38:35.000+0000,(705)256-7667,,mark.entwistle@scotiawealth.com,(705)256-5005,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6WVUYA2,False,,23590032,0030A0000029fRHQAY,0010A000002w3dgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:31:04.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T19:31:04.000+0000,005OH000003ds0PYAQ,2025-11-06T19:31:04.000+0000,005OH000003ds0PYAQ,2025-11-06T19:31:04.000+0000,(905)576-0230,,mark@bullfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6YAjYAM,False,,23591122,0030A0000029Z9LQAU,0010A000002vyThQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:48:54.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T19:48:54.000+0000,005OH000006owoYYAQ,2025-11-06T19:48:54.000+0000,005OH000006owoYYAQ,2025-11-06T19:48:54.000+0000,(306)975-1222,,dfenner@sasktel.net,(306)934-7004,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6YiZYAU,False,,23590903,0030A0000029nvbQAA,0010A000002wAhFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:44:52.000+0000,False,False,0055o000002DK5fAAG,2025-11-06T19:44:52.000+0000,0055o000002DK5fAAG,2025-11-06T19:44:53.000+0000,0055o000002DK5fAAG,2025-11-06T19:44:53.000+0000,(416)721-7452,,mukesh@vpcsolution.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6YlmYAE,False,,23589542,003G0000018f7t4IAA,0010A000002wPzJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:23:10.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:23:10.000+0000,0050A000000Hq5PQAS,2025-11-06T19:23:10.000+0000,0050A000000Hq5PQAS,2025-11-06T19:23:10.000+0000,(416)888-3553,(416) 888-3553,tom@lowdenclear.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6a63YAA,False,,23590274,0030A00000CBJpDQAX,0010A00000CloKeQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:34:33.000+0000,False,False,005OH00000865wTYAQ,2025-11-06T19:34:33.000+0000,005OH00000865wTYAQ,2025-11-06T19:34:34.000+0000,005OH00000865wTYAQ,2025-11-06T19:34:34.000+0000,(780)221-1971,,kerrie@kainsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6aECYAY,False,,23592104,0030A0000029pJ1QAI,0010A000002wBn5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:05:23.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T20:05:23.000+0000,005OH000003ds0PYAQ,2025-11-06T20:05:23.000+0000,005OH000003ds0PYAQ,2025-11-06T20:05:23.000+0000,(705)743-4973,,matthew.temple@rbc.com,(705)743-4516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6aqpYAA,False,,23590959,003G0000018f6XtIAI,0010A000002wOUyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:45:42.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:45:42.000+0000,0050A000000Hq5PQAS,2025-11-06T19:45:42.000+0000,0050A000000Hq5PQAS,2025-11-06T19:45:42.000+0000,(416)995-5731,,vince@vincefedele.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6avfYAA,False,,23591626,003G0000018f77zIAA,0010A000002wPBIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:57:08.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:57:08.000+0000,0050A000000Hq5PQAS,2025-11-06T19:57:08.000+0000,0050A000000Hq5PQAS,2025-11-06T19:57:08.000+0000,(416)789-4527X300,(647) 896-1455,ram@vohrafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6eclYAA,False,,23593678,003OH00000V955JYAR,001OH00000bzOtBYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:30:59.000+0000,False,False,005OH000007fgYjYAI,2025-11-06T20:30:59.000+0000,005OH000007fgYjYAI,2025-11-06T20:31:00.000+0000,005OH000007fgYjYAI,2025-11-06T20:31:00.000+0000,(438)935-0855,,fiancelevesque@emiliepac.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6f0uYAA,False,,23590109,0030A0000029lJ7QAI,0010A000002w8U5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:32:06.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T19:32:06.000+0000,005OH000003ds0PYAQ,2025-11-06T19:32:06.000+0000,005OH000003ds0PYAQ,2025-11-06T19:32:06.000+0000,(705)707-2110,,mdickens@assante.com,(705)840-2576,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6fAZYAY,False,,23591031,0030A0000029VGvQAM,0010A000002vvE3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:47:00.000+0000,False,False,005G0000002gyDJIAY,2025-11-06T19:47:00.000+0000,005G0000002gyDJIAY,2025-11-06T19:47:00.000+0000,005G0000002gyDJIAY,2025-11-06T19:47:00.000+0000,(306)682-1601,,michael.barlage@manulifesecurities.ca,(306)682-1605,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6fIcYAI,False,,23590271,0035o000007WVJUAA4,0015o000008D00QAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:34:30.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:34:30.000+0000,0050A000000Hq5PQAS,2025-11-06T19:34:30.000+0000,0050A000000Hq5PQAS,2025-11-06T19:34:30.000+0000,(416)399-8360,,robbie@stonehaven-group.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6hfQYAQ,False,,23592787,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:17:11.000+0000,False,False,005OH000005URvxYAG,2025-11-06T20:17:11.000+0000,005OH000005URvxYAG,2025-11-06T20:17:12.000+0000,005OH000005URvxYAG,2025-11-06T20:17:12.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6hihYAA,False,,23592301,0030A0000029XiDQAU,0010A000002vxF3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:08:35.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T20:08:35.000+0000,005OH000003ds0PYAQ,2025-11-06T20:08:36.000+0000,005OH000003ds0PYAQ,2025-11-06T20:08:36.000+0000,(647)490-4500,(905) 243-2922,matt@harbrfg.ca,(647)490-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6kmxYAA,False,,23591089,003G0000018f7EMIAY,0010A000002wPJ9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:48:18.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:48:18.000+0000,0050A000000Hq5PQAS,2025-11-06T19:48:18.000+0000,0050A000000Hq5PQAS,2025-11-06T19:48:18.000+0000,(705)745-1324,(705) 741-9786,david@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6koaYAA,False,,23591268,003G0000018f6xLIAQ,0010A000002wOzzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:51:29.000+0000,False,False,0050A000001o2WeQAI,2025-11-06T19:51:29.000+0000,0050A000001o2WeQAI,2025-11-06T19:51:30.000+0000,0050A000001o2WeQAI,2025-11-06T19:51:30.000+0000,(709)687-9493,(709) 687-9493,ivan@burtwealthandinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6m40YAA,False,,23592999,0035o000006ZkRNAA0,0015o0000078pXBAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:20:34.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T20:20:34.000+0000,005OH000004Ir1xYAC,2025-11-06T20:20:34.000+0000,005OH000004Ir1xYAC,2025-11-06T20:20:34.000+0000,(403)402-3443,,ivanpengcl@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6mTlYAI,False,,23590615,0030A0000029otlQAA,0010A000002wBTnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:40:02.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T19:40:02.000+0000,005OH000003ds0PYAQ,2025-11-06T19:40:03.000+0000,005OH000003ds0PYAQ,2025-11-06T19:40:03.000+0000,(905)436-5068,,mark.luukkonen@rbc.com,(905)434-6140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6njDYAQ,False,,23591249,0030A00000BgzRhQAJ,0010A00000CHD07QAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:51:11.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:51:11.000+0000,0050A000000Hq5PQAS,2025-11-06T19:51:11.000+0000,0050A000000Hq5PQAS,2025-11-06T19:51:11.000+0000,(905)442-2155,(647) 992-3080,stephen.brumm@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6npfYAA,False,,23590979,0030A0000029lQVQAY,0010A000002w8b5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:46:07.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T19:46:07.000+0000,005OH000003ds0PYAQ,2025-11-06T19:46:08.000+0000,005OH000003ds0PYAQ,2025-11-06T19:46:08.000+0000,(613)634-4507,,mark.potte@raymondjames.ca,(613)634-4511,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6oDqYAI,False,,23591064,0030A0000029dh6QAA,0010A000002w2A8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:47:51.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T19:47:51.000+0000,005OH000003ds0PYAQ,2025-11-06T19:47:51.000+0000,005OH000003ds0PYAQ,2025-11-06T19:47:51.000+0000,(705)495-6645,,mark.rich@ipcc.org,(705)495-4610,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6osHYAQ,False,,23592422,003OH00000HfQOCYA3,001OH00000LkMfuYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:10:34.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T20:10:34.000+0000,005OH000003ds0PYAQ,2025-11-06T20:10:34.000+0000,005OH000003ds0PYAQ,2025-11-06T20:10:34.000+0000,(613)476-0371,,matthew.christie@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6pI1YAI,False,,23591990,0030A000009ShQaQAK,0010A00000AVTbSQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:03:19.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T20:03:19.000+0000,005OH000003ds0PYAQ,2025-11-06T20:03:19.000+0000,005OH000003ds0PYAQ,2025-11-06T20:03:19.000+0000,(705)268-3733,(705) 268-3733,mvachon@alliancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6qVrYAI,False,,23592921,0035o000006ZkRNAA0,0015o0000078pXBAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:19:14.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T20:19:14.000+0000,005OH000004Ir1xYAC,2025-11-06T20:19:15.000+0000,005OH000004Ir1xYAC,2025-11-06T20:19:15.000+0000,(403)402-3443,,ivanpengcl@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6r8ZYAQ,False,,23593965,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:36:06.000+0000,False,False,005OH000005URvxYAG,2025-11-06T20:36:06.000+0000,005OH000005URvxYAG,2025-11-06T20:36:07.000+0000,005OH000005URvxYAG,2025-11-06T20:36:07.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6snhYAA,False,,23591209,0030A0000029YmHQAU,0010A000002vy8KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:50:29.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T19:50:29.000+0000,005OH000003ds0PYAQ,2025-11-06T19:50:29.000+0000,005OH000003ds0PYAQ,2025-11-06T19:50:29.000+0000,(613)755-6073,,mark.santoni@cibc.ca,(613)239-2917,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6spJYAQ,False,,23591210,0030A0000029j3RQAQ,0010A000002w6cnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,redirect to update contact info,True,2025-11-06T19:50:30.000+0000,False,False,005OH0000071DK9YAM,2025-11-06T19:50:30.000+0000,005OH0000071DK9YAM,2025-11-06T19:50:31.000+0000,005OH0000071DK9YAM,2025-11-06T19:50:31.000+0000,(905)470-8222,(416) 453-3572,,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6tNBYAY,False,,23591262,0030A0000029nxxQAA,0010A000002wAisQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:51:22.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T19:51:22.000+0000,005OH000003ds0PYAQ,2025-11-06T19:51:23.000+0000,005OH000003ds0PYAQ,2025-11-06T19:51:23.000+0000,(416)598-1442,,mark.s.smith@rbc.com,(416)340-1509,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6uHeYAI,False,,23591426,0030A00000AoThSQAV,0010A00000BNkl8QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:54:02.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T19:54:02.000+0000,005OH000003ds0PYAQ,2025-11-06T19:54:02.000+0000,005OH000003ds0PYAQ,2025-11-06T19:54:02.000+0000,(705)924-2632,,johannaa@alleninsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6ueDYAQ,False,,23591364,0030A0000029pVyQAI,0010A000002wBx3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:53:01.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T19:53:01.000+0000,005OH000003ds0PYAQ,2025-11-06T19:53:01.000+0000,005OH000003ds0PYAQ,2025-11-06T19:53:01.000+0000,(613)384-7511,,mtavares@pro-invest.ca,(613)384-8919,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6uzCYAQ,False,,23592034,0030A000004W8BuQAK,0010A000005HdiFQAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support - Workspace,Medium,"Nov 11
DOB updated in Siebel. DDS reached out and updated the user's WS account email address. User signed in successfully with new email.
Nov 6
Escalation received regarding incorrect DOB impacting user's ability to pass authentication to access their account. Sent request to HO team for urgent handling.

Related: 23508192

------Email------

Good afternoon Teri,

The Advisor’s DOB was updated and one of our DDS reached out to assist with their Workspace email address update issue. We’ve confirmed they’re able to access Workspace again with their updated email address.
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas


Good afternoon Teri,

The Advisor’s DOB was updated and one of our DDS reached out to assist with their Workspace email address update issue. We’ve confirmed they’re able to access Workspace again with their updated email address.
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




Hello Tracy,

We’ve received an escalation regarding a Direct advisor’s DOB being incorrect in Siebel. This is impacting their ability to pass validation which is required for us to assist with their Workspace access issue. The advisor sent an email on Novemeber 4th, 2025, to  contracts&compensation@canadalife.com for the DOB correction as well as an email address update. The email address is already up to date in Siebel “Chantell.arsenault@acera.ca”.

Advisor: Chantell Arsenault
Code: F6776
Incorrect DOB: May 5, 1984
Correct DOB: May 9, 1984

Thank you,
 
Eliese Arnold
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
E: Eliese.Arnold@canadalife.com  
 
 
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello Teri,

Thank you for contacting Workspace Escalations.

We’ve reached out to our contact regarding the DOB discrepancy to request it to be handled urgently. An update will be provided within 2 business days.

Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Kokaritis, Teri <Teri.Kokaritis@canadalife.com> 
Sent: November 6, 2025 2:00 PM
To: WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Subject: !ESCALATION! Case#23508192 - Changing email in Workspace

Hi,

Would a team member please assist with Chantell’s issue.

Thank you! Have a great day!

Take care,
 
Teri Kokaritis (she/her) 
Regional Sales Associate
Distribution Excellence
Teri.kokaritis@canadalife.com
     (403) 663-2512 
Helpful links available in Workspace:
Canada Life Illustrations guide
SimpleProtect guide / WebApp quick reference guide
Guide to processing life, CI & DI insurance applications
Insurance forms & processes – Popular or use Process Navigator
Contact information for insurance - Business areas or reach out to Workspace Advisor Support Chat – Canada Life for real-time support for your inforce insurance business
Workspace support: clworkspacesupport@canadalife.com / 1-888-999-4516 
Need CE credits? Check out the Learning Centre on Workspace today. 
Self service options for your clients, encourage them to Register for My Canada Life.
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit Privacy policy.
 
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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Chantell Arsenault <chantell.arsenault@acera.ca> 
Sent: November 6, 2025 11:37 AM
To: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: [EXT] FW: Case#23508192 - Changing email in Workspace

Hi Teri, looping you in on this because I haven’t heard back on this email below which is where I was directed to solve this. I haven’t been able to access workspace since Aug… becoming a big issue. Is there someone I can call since my email
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Hi Teri, looping you in on this because I haven’t heard back on this email below which is where I was directed to solve this. I haven’t been able to access workspace since Aug… becoming a big issue. Is there someone I can call since my email isn’t getting a reply? 

 

	Chantell Arsenault	,	 GBA


Acera Benefits



Employee Benefits Consultant


Partner


Direct 250.869.6080
 ext.6080


Email chantell.arsenault@acera.ca







100   1500 Hardy Street	|
	Kelowna	,
	BC
	V1Y 8H2
	|
	Main 250.860.2426	|
	Fax 250.860.1213
|
	Toll free 1.800.670.1877	|
	acera.ca



This email message is intended only for the named recipient(s) above and may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you have received this message in error or are not the named recipient(s) please immediately notify the sender via email or telephone and delete this email message. Coverage cannot be bound, changed, or deleted without confirmation from a licensed broker. Acera Advisors that serve clients based in Ontario are licensed with the Registered Insurance Brokers of Ontario (RIBO), and all RIBO licensees are required to share certain documents with clients. Click here to review the documents. If you no longer wish to receive electronic communications from Acera Benefits, please reply to this email with ""Unsubscribe"" in the subject line.


	



From: Chantell Arsenault <chantell.arsenault@acera.ca> 
Sent: November 4, 2025 12:37 PM
To: contracts&compensation@canadalife.com
Cc: Chantell Arsenault <chantell.arsenault@acera.ca>
Subject: FW: Case#23508192 - Changing email in Workspace

Hello, Somehow Canada Life suddenly has the incorrect DOB for me.  I don’t know how this changed or when this changed but it came out because I am trying to update my email for workspace from our old company name carsenault@capricmw.ca to Chantell.arsenault@acera.ca 

Please update my DOB to May 9 1984 and my email to Chantell.arsenault@acera.ca so I can process the workspace change

Thanks!

 

	Chantell Arsenault	,	 GBA


Acera Benefits



Employee Benefits Consultant


Partner


Direct 250.869.6080
 ext.6080


Email chantell.arsenault@acera.ca







100   1500 Hardy Street	|
	Kelowna	,
	BC
	V1Y 8H2
	|
	Main 250.860.2426	|
	Fax 250.860.1213
|
	Toll free 1.800.670.1877	|
	acera.ca



This email message is intended only for the named recipient(s) above and may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you have received this message in error or are not the named recipient(s) please immediately notify the sender via email or telephone and delete this email message. Coverage cannot be bound, changed, or deleted without confirmation from a licensed broker. Acera Advisors that serve clients based in Ontario are licensed with the Registered Insurance Brokers of Ontario (RIBO), and all RIBO licensees are required to share certain documents with clients. Click here to review the documents. If you no longer wish to receive electronic communications from Acera Benefits, please reply to this email with ""Unsubscribe"" in the subject line.


	



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 4, 2025 12:09 PM
To: Chantell Arsenault <chantell.arsenault@acera.ca>
Subject: RE: Case#23508192 - Changing email in Workspace

EXTERNAL email - Verify sender and attached information or links to be safe!

Hello Chantell, 

Thanks for taking my call today and as I understand, you would like to change your Workspace login email from carsenault@capricmw.ca to chantell.arsenault@acera.ca

I’m sorry I was unable to help you with changing the email as we were unable to authenticate you, the date of birth provided does not match what is seen at this end. 

Kindly contact contracts&compensation@canadalife.com

Once they’ve confirmed its updated/corrected, please allow time for the systems to be updated and let us know so we can then further assist with changing the Workspace email address for you. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 4, 2025 1:27 PM
To: Chantell Arsenault <chantell.arsenault@acera.ca>
Subject: RE: Case#23508192 - Changing email in Workspace

Hello Chantell,

I’ll give you a call today at 11:30am PT (2:30pm eastern) at 2508696080.  Thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Chantell Arsenault <chantell.arsenault@acera.ca> 
Sent: November 4, 2025 12:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Case#23508192 - Changing email in Workspace

Hello today at 1130 AM, 1 PM through 230 PM all in PT. Chantell Arsenault , GBA Acera Benefits Employee Benefits Consultant Partner Direct 250. 869. 6080 ext. 6080 Email chantell. arsenault@ acera. ca 100   1500 Hardy Street | Kelowna , BC V1Y 8H2

Hello today at 1130 AM, 1 PM through 230 PM all in PT. 

 

	Chantell Arsenault	,	 GBA


Acera Benefits



Employee Benefits Consultant


Partner


Direct 250.869.6080
 ext.6080


Email chantell.arsenault@acera.ca







100   1500 Hardy Street	|
	Kelowna	,
	BC
	V1Y 8H2
	|
	Main 250.860.2426	|
	Fax 250.860.1213
|
	Toll free 1.800.670.1877	|
	acera.ca



This email message is intended only for the named recipient(s) above and may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you have received this message in error or are not the named recipient(s) please immediately notify the sender via email or telephone and delete this email message. Coverage cannot be bound, changed, or deleted without confirmation from a licensed broker. Acera Advisors that serve clients based in Ontario are licensed with the Registered Insurance Brokers of Ontario (RIBO), and all RIBO licensees are required to share certain documents with clients. Click here to review the documents. If you no longer wish to receive electronic communications from Acera Benefits, please reply to this email with ""Unsubscribe"" in the subject line.


	



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 4, 2025 8:23 AM
To: Chantell Arsenault <chantell.arsenault@acera.ca>
Subject: Case#23508192 - Changing email in Workspace

EXTERNAL email - Verify sender and attached information or links to be safe!

Hello Chantell,

Its been brought to our attention that you would like to change your email address in Workspace. 

Our team can assist you with this however we will need to speak to you directly. 

Please advise of the best time to reach you as well as the best number and your time zone.
 
Please give me 3 options of times so I can schedule the call accordingly, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T19:53:25.000+0000,False,False,0050A000000qsPeQAI,2025-11-06T20:04:08.000+0000,0050A000000qsPeQAI,2025-11-11T19:53:25.000+0000,0050A000000qsPeQAI,2025-11-11T19:53:25.000+0000,(250)869-6080,(705) 626-1811,chantell.arsenault@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6w09YAA,False,,23591916,003G0000018f6QYIAY,0010A000002wOMuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:02:02.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T20:02:02.000+0000,0050A000000Hq5PQAS,2025-11-06T20:02:02.000+0000,0050A000000Hq5PQAS,2025-11-06T20:02:02.000+0000,(905)786-3027,,rod@rodsauder.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6wRWYAY,False,,23591582,0030A0000029bdMQAQ,0010A000002w0WdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:56:32.000+0000,False,False,005G0000002gxxjIAA,2025-11-06T19:56:32.000+0000,005G0000002gxxjIAA,2025-11-06T19:56:33.000+0000,005G0000002gxxjIAA,2025-11-06T19:56:33.000+0000,(514)940-8204,,jlachance@mcacrossborder.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6wT9YAI,False,,23592575,003G0000018f73UIAQ,0010A000002wP6oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:13:20.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T20:13:20.000+0000,0050A000000Hq5PQAS,2025-11-06T20:13:21.000+0000,0050A000000Hq5PQAS,2025-11-06T20:13:21.000+0000,(416)291-0451,(416) 436-4875,tony@toliverfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6wwAYAQ,False,,23591568,0030A0000029lprQAA,0010A000002w8uKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:56:16.000+0000,False,False,005OH0000030c5BYAQ,2025-11-06T19:56:16.000+0000,005OH0000030c5BYAQ,2025-11-06T19:56:17.000+0000,005OH0000030c5BYAQ,2025-11-06T19:56:17.000+0000,(705)719-6773,,vanno.ort@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6xlrYAA,False,,23593637,0030A0000029pNFQAY,0010A000002wBqQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:30:23.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T20:30:23.000+0000,005OH000006owoYYAQ,2025-11-06T20:30:23.000+0000,005OH000006owoYYAQ,2025-11-06T20:30:23.000+0000,(306)665-4555,,dberg@assante.com,(306)665-3357,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6yWYYAY,False,,23591752,003G0000018f6ilIAA,0010A000002wOj0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:59:20.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T19:59:20.000+0000,0050A000000Hq5PQAS,2025-11-06T19:59:20.000+0000,0050A000000Hq5PQAS,2025-11-06T19:59:20.000+0000,(905)391-3321,(905) 391-3321,peter@durhamfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f6yebYAA,False,,23591741,0030A0000029gA6QAI,0010A000002w4E2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T19:59:10.000+0000,False,False,0055o000001NWfMAAW,2025-11-06T19:59:10.000+0000,0055o000001NWfMAAW,2025-11-06T19:59:10.000+0000,0055o000001NWfMAAW,2025-11-06T19:59:10.000+0000,(416)722-3837,,garyfarwaha@gmail.com,(905)703-1566,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7132YAA,False,,23592674,003G0000018f6mtIAA,0010A000002wOobQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:15:14.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T20:15:14.000+0000,0050A000000Hq5PQAS,2025-11-06T20:15:15.000+0000,0050A000000Hq5PQAS,2025-11-06T20:15:15.000+0000,(416)291-0451,(416) 450-8206,info@gerryoharefinancialsecurityadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f71r0YAA,False,,23592075,0031600002OkPijAAF,0010A000002wNmXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:04:55.000+0000,False,False,005G0000002gyDJIAY,2025-11-06T20:04:55.000+0000,005G0000002gyDJIAY,2025-11-06T20:04:56.000+0000,005G0000002gyDJIAY,2025-11-06T20:04:56.000+0000,(306)930-5651,(306) 930-5651,john@morashfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f71vrYAA,False,,23592328,0030A0000029XiDQAU,0010A000002vxF3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:08:52.000+0000,False,False,005OH000003ds0PYAQ,2025-11-06T20:08:52.000+0000,005OH000003ds0PYAQ,2025-11-06T20:08:52.000+0000,005OH000003ds0PYAQ,2025-11-06T20:08:52.000+0000,(647)490-4500,(905) 243-2922,matt@harbrfg.ca,(647)490-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f73w3YAA,False,,23593219,003G0000018f7u1IAA,0010A000002wQ0DQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CRM,Medium,"to:jim@mikolashinsurance.ca

Good day James,

Thank you for reaching out to Workspace Support regarding the CRM data. I’m glad we were able to locate and download your CRM data files.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T20:52:33.000+0000,False,False,005OH00000AbCcLYAV,2025-11-06T20:23:41.000+0000,005OH00000AbCcLYAV,2025-11-06T20:52:34.000+0000,005OH00000AbCcLYAV,2025-11-06T20:52:34.000+0000,(604) 601-3441,(604) 619-7272,jim@mikolashinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f75plYAA,False,,23592434,003G000001veMG3IAM,0010A000002wT4HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:10:46.000+0000,False,False,0050A000000Hq5PQAS,2025-11-06T20:10:46.000+0000,0050A000000Hq5PQAS,2025-11-06T20:10:47.000+0000,0050A000000Hq5PQAS,2025-11-06T20:10:47.000+0000,(705)332-2002,(613) 334-6323,michael@rupnow.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f77zgYAA,False,,23593497,0035o000006S1A8AAK,0015o000006y0z3AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:28:22.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T20:28:22.000+0000,005OH000004Ir1xYAC,2025-11-06T20:28:22.000+0000,005OH000004Ir1xYAC,2025-11-06T20:28:23.000+0000,(825)438-8999,,tracy1366@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f78R6YAI,False,,23593922,0031600002cwbuPAAQ,0015o000006TknWAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:35:30.000+0000,False,False,0055o000002KxaMAAS,2025-11-06T20:35:30.000+0000,0055o000002KxaMAAS,2025-11-06T20:35:30.000+0000,0055o000002KxaMAAS,2025-11-06T20:35:30.000+0000,(587)855-6836,,courtney@staterafp.ca,(587)855-6836,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f78R7YAI,False,,23595117,003OH00000NhKO5YAN,001OH00000SmmNGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:56:34.000+0000,False,False,005G0000002gxxjIAA,2025-11-06T20:56:34.000+0000,005G0000002gxxjIAA,2025-11-06T20:56:34.000+0000,005G0000002gxxjIAA,2025-11-06T20:56:34.000+0000,(514)426-0886,(514) 967-5245,olivia.marleau@iggpp.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f79F6YAI,False,,23594085,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:38:08.000+0000,False,False,005OH000005URvxYAG,2025-11-06T20:38:08.000+0000,005OH000005URvxYAG,2025-11-06T20:38:08.000+0000,005OH000005URvxYAG,2025-11-06T20:38:08.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f79wfYAA,False,,23594061,0031600002MCoI3AAL,0010A000002wNaAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:37:41.000+0000,False,False,005OH00000245ROYAY,2025-11-06T20:37:41.000+0000,005OH00000245ROYAY,2025-11-06T20:37:41.000+0000,005OH00000245ROYAY,2025-11-06T20:37:41.000+0000,(519)675-1177X115,,barry@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f79yDYAQ,False,,23592847,0030A0000029mQvQAI,0010A000002w9QUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:18:09.000+0000,False,False,0050A000001o2WeQAI,2025-11-06T20:18:09.000+0000,0050A000001o2WeQAI,2025-11-06T20:18:09.000+0000,0050A000001o2WeQAI,2025-11-06T20:18:09.000+0000,(437)253-1510,,kelly.budden@oma.org,(709)753-0914,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7A1SYAU,False,,23592992,0030A0000029kthQAA,0010A000002w88NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:20:25.000+0000,False,False,005OH0000030c5BYAQ,2025-11-06T20:20:25.000+0000,005OH0000030c5BYAQ,2025-11-06T20:20:25.000+0000,005OH0000030c5BYAQ,2025-11-06T20:20:25.000+0000,(613)738-3388,,pierrebaliki@rogers.com,(613)738-2904,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7BdRYAU,False,,23593002,0030A0000029bdMQAQ,0010A000002w0WdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:20:37.000+0000,False,False,005G0000002gxxjIAA,2025-11-06T20:20:37.000+0000,005G0000002gxxjIAA,2025-11-06T20:20:37.000+0000,005G0000002gxxjIAA,2025-11-06T20:20:37.000+0000,(514)940-8204,,jlachance@mcacrossborder.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7BqUYAU,False,,23595686,0030A0000029avbQAA,0010A000002vzyxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:07:08.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T21:07:08.000+0000,005OH000006owoYYAQ,2025-11-06T21:07:08.000+0000,005OH000006owoYYAQ,2025-11-06T21:07:08.000+0000,(306)955-1942,,darren@weberfinancial.ca,(306)955-1943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7BvCYAU,False,,23593778,0035o000006T764AAC,0015o000006z876AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:32:56.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T20:32:56.000+0000,005OH000004Ir1xYAC,2025-11-06T20:32:57.000+0000,005OH000004Ir1xYAC,2025-11-06T20:32:57.000+0000,(825)561-2861,,flynnhe@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7COEYA2,False,,23593131,0035o000006ON8aAAG,0015o000006tXVhAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:22:25.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T20:22:25.000+0000,005OH000004Ir1xYAC,2025-11-06T20:22:25.000+0000,005OH000004Ir1xYAC,2025-11-06T20:22:25.000+0000,(250)899-0869,,aranzhao@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7CxhYAE,False,,23593163,0030A0000029YvhQAE,0010A000002w2NKQAY,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS,Medium,the user requested a table with sales information. Our team is unable to provide that information (as we do not handle that data). The user was asked to contact their RSR for this matter.,True,2025-11-06T20:22:52.000+0000,False,False,005OH000002iN7rYAE,2025-11-06T20:22:52.000+0000,005OH000002iN7rYAE,2025-11-06T20:22:52.000+0000,005OH000002iN7rYAE,2025-11-06T20:22:52.000+0000,(450)766-8723X334256,,strudeau@stephanetrudeau.ca,(450)676-8124,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7DiTYAU,False,,23593250,0035o000006S1A8AAK,0015o000006y0z3AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:24:16.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T20:24:16.000+0000,005OH000004Ir1xYAC,2025-11-06T20:24:17.000+0000,005OH000004Ir1xYAC,2025-11-06T20:24:17.000+0000,(825)438-8999,,tracy1366@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7EpuYAE,False,,23596627,003G0000018f73NIAQ,0010A00000DFloWQAT,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS,Medium,"the user requested a format from an IC report, but they were informed that formatting is not available in the system for those reports.",True,2025-11-06T21:27:50.000+0000,False,False,005OH000002iN7rYAE,2025-11-06T21:27:50.000+0000,005OH000002iN7rYAE,2025-11-06T21:27:50.000+0000,005OH000002iN7rYAE,2025-11-06T21:27:50.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7GV5YAM,False,,23594580,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:46:57.000+0000,False,False,005G0000002gxxjIAA,2025-11-06T20:46:57.000+0000,005G0000002gxxjIAA,2025-11-06T20:46:57.000+0000,005G0000002gxxjIAA,2025-11-06T20:46:57.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7IztYAE,False,,23593762,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:32:36.000+0000,False,False,005OH000005URvxYAG,2025-11-06T20:32:36.000+0000,005OH000005URvxYAG,2025-11-06T20:32:36.000+0000,005OH000005URvxYAG,2025-11-06T20:32:36.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7NWaYAM,False,,23596228,003OH00000EZ1ytYAD,001OH00000IHJ8mYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:18:47.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T21:18:47.000+0000,005OH000006owoYYAQ,2025-11-06T21:18:48.000+0000,005OH000006owoYYAQ,2025-11-06T21:18:48.000+0000,(306)956-5220,,paul.hay@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7NgFYAU,False,,23595123,0030A00000BjnY1QAJ,0010A00000CK3yHQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - NB App,Medium,"user called back as they were able to locate the application, but they are unable to submit the credit card payment, they tried another browser, cleared cash and cookies. The policy is for them . I referred the caller to the NB Coordinator for assistance. 

From: CL Workspace Support 
Sent: November 6, 2025 4:30 PM
To: 'Xiaohui Chen' <felixhccc@outlook.com>
Subject: RE: Missing application following system crash INC1846441

Hello Felix, 

Thank you for letting me know. I will cancel the ticket . I am happy you were able to locate the application. 

Further to your second call regarding the credit card payment as discussed here is the contact information for Nancy Savignano 1-647-265-1374 or NBInquiry.Team5@canadalife.com

It was a pleasure to assist you today! If you could kindly spare less than 30 seconds (using this link: survey  ) to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Julie B. 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-06T21:40:59.000+0000,False,False,005OH00000BFQFEYA5,2025-11-06T20:56:37.000+0000,005OH00000BFQFEYA5,2025-11-06T21:40:59.000+0000,005OH00000BFQFEYA5,2025-11-06T21:40:59.000+0000,(437)983-2227,,felixhccc@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7OdxYAE,False,,23596835,0030A000002DXEaQAO,0010A00000305MJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:32:11.000+0000,False,False,005G0000002gxxjIAA,2025-11-06T21:32:11.000+0000,005G0000002gxxjIAA,2025-11-06T21:32:12.000+0000,005G0000002gxxjIAA,2025-11-06T21:32:12.000+0000,(514)715-8923,,ghita.elbiyaali@cabn.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7RQUYA2,False,,23595370,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:01:10.000+0000,False,False,005OH000005URvxYAG,2025-11-06T21:01:10.000+0000,005OH000005URvxYAG,2025-11-06T21:01:10.000+0000,005OH000005URvxYAG,2025-11-06T21:01:10.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7SxeYAE,False,,23594808,003G0000018f77rIAA,0010A000002wPBBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,My Canada Life URL,Medium,"Name: Chaoyuan Lu
Advisor or support staff: Advisor
Advisor Code: n/a
Advisor Name: 
Phone:	n/a	
Email: joseph@adelinelin.com
1. Siebel verification: n/a
2. Last Login to Workspace: n/a
issue: my cl link for his client/

THIS IS A MIS-DIRECT ESENTIALLY HOWEVER i condensed the link/sent follow up

--------------------------------***DDS  11/06/2025***------------------------------
Hello Joseph, 

Thank you for contacting Workspace Support.

Your client can use Sign in to Canada Life, it takes them to the same website you provided, just a condensed version of the same link. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------***DDS  11/06/2025***------------------------------EMAIL RECEIVED----------------------
Hi, 

For letting my client know the My Canada Life sing in or registration. The URL is so long like this: https://secureme.canadalife.com/u/login/identifier?state=hKFo2SA3MGcydEN0R0d1TlJ5NExMcGRkRFJBN2lVNjNXcy12YqFur3VuaXZlcnNhbC1sb2dpbqN0aWTZIHBBYllzSkRETnRkVHczQmstNHplQURCbkhQa0Z2TFgzo2NpZNkgUGhMVTBlNUJ5ZnJFNTR1eEJEZ2tSREFZaEJ6S254SEk&ui_locales=en-US

Is there any shorter one witch I can use? Thanks.


****Please note I have changed my business address and phone number****

Chaoyuan (Joseph) Lu, Ph. D., QAFP®
Qualified Associate Financial Planner
 
2000 - 4515 Central Boulevard Metrotower III, Burnaby, BC V5H 0C6
Tel. 604.438.1232 | Fax 604.438.7799 | joseph@adelinelin.com 
1-888-252-1847 to reach the Client Service Centre (CSC)",True,2025-11-06T20:53:43.000+0000,False,False,005OH00000AUS7aYAH,2025-11-06T20:50:47.000+0000,005OH00000AUS7aYAH,2025-11-06T20:53:43.000+0000,005OH00000AUS7aYAH,2025-11-06T20:53:43.000+0000,(640)438-1232,(778) 928-3578,joseph@adelinelin.com,(604)438-7799,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7VyjYAE,False,,23595023,003G0000018f6lhIAA,0010A000002wOnRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"***DDS*** 11/06/2025
User wanted a report for the investment performance of client.

****email chain****

Hello Jeff,

      Thank you for contacting workspace support, just wanted to recap our conversation, the annual report you looking to create that includes investment return, cash value and performance are not options offered through workspace. If you do have an investment centre account, you can try to create a more in-depth option report using that system. For support with that system, you can reach out to WealthReportingSupport@canadalife.com. Please do not hesitate to reach out if you have any more questions or concerns. It was a pleasure assisting you today. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T21:34:47.000+0000,False,False,005OH00000BFQFHYA5,2025-11-06T20:54:55.000+0000,005OH00000BFQFHYA5,2025-11-06T21:44:13.000+0000,005OH00000BFQFHYA5,2025-11-06T21:44:13.000+0000,(416)789-3691,,jeff.zhang@shenglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7WA1YAM,False,,23595044,0035o000007WVK8AAO,0015o000008D00wAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"*** DDS Nov 26th, 2025 ***
Sent following email after Rachelle told me incident was resolved and that contracts and compensation would be able to help them.
===============
Good afternoon Cathy,

Thank you for reaching back to Workspace Support.

I’ve looked back at our call and incident that was escalated where it was confirmed that the policy was transferred. If it still does not show on Emily’s Workspace account, I would advise to follow up with contracts&compensation@canadalife.com to make sure the policy is correctly assigned to Emily when she bought Paul’s book of business. In the system that feeds information to Workspace, the policy is still “pending” the transfer, so Contracts and Compensation would have to make sure everything is correct for it to be active under Emily’s advisor code.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
=============
*** DDS Nov 6th, 2025 ***
User reported client policy with wrong advisor on record. Breach email sent. INC1846855
==========
Good afternoon Cathy,

It was a pleasure to speak with you today about this issue of advisor for policy 20730991 showing Paul Virgin instead of Emily Lonie.

I have escalated this issue with our Digital Tech lab team to investigate and will get back to you as soon as I get a response.

If you have any questions, don’t hesitate to reach out and we will gladly help.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:35:10.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-06T20:55:18.000+0000,005OH00000AbJ7aYAF,2025-12-15T20:35:10.000+0000,005OH00000AbJ7aYAF,2025-12-15T20:35:10.000+0000,(778)870-4137,,emily@makeaplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7XXZYA2,False,,23596915,0030A0000029Y4mQAE,0010A000002vxaPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:34:19.000+0000,False,False,005G0000002gxxjIAA,2025-11-06T21:34:19.000+0000,005G0000002gxxjIAA,2025-11-06T21:34:20.000+0000,005G0000002gxxjIAA,2025-11-06T21:34:20.000+0000,(450)508-2174,(514) 473-7898,benoit.dionne@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7YADYA2,False,,23595198,003OH00000AY3KIYA1,001OH00000CkvPfYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T20:57:56.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T20:57:56.000+0000,005OH000004Ir1xYAC,2025-11-06T20:57:56.000+0000,005OH000004Ir1xYAC,2025-11-06T20:57:56.000+0000,(587)216-2368,,linyanclaire@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7ZflYAE,False,,23595345,003G0000018f7TAIAY,0010A000002wPZkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:00:40.000+0000,False,False,0055o000002KxaMAAS,2025-11-06T21:00:40.000+0000,0055o000002KxaMAAS,2025-11-06T21:00:40.000+0000,0055o000002KxaMAAS,2025-11-06T21:00:40.000+0000,(780)477-7241,,augold@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7jSEYAY,False,,23596624,0035o000005dunNAAQ,0015o000006ClctAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:27:48.000+0000,False,False,005OH000005URvxYAG,2025-11-06T21:27:48.000+0000,005OH000005URvxYAG,2025-11-06T21:27:49.000+0000,005OH000005URvxYAG,2025-11-06T21:27:49.000+0000,(780)905-2580,,llamarsh@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7kmVYAQ,False,,23597695,003OH000009X2VjYAK,001OH00000BZrRfYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:54:26.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T21:54:26.000+0000,005OH000004Ir1xYAC,2025-11-06T21:54:26.000+0000,005OH000004Ir1xYAC,2025-11-06T21:54:26.000+0000,(780)695-0988,,chrisxjwu@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7kuaYAA,False,,23597493,0035o000005dunNAAQ,0015o000006ClctAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:49:18.000+0000,False,False,005OH000005URvxYAG,2025-11-06T21:49:18.000+0000,005OH000005URvxYAG,2025-11-06T21:49:18.000+0000,005OH000005URvxYAG,2025-11-06T21:49:18.000+0000,(780)905-2580,,llamarsh@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7mpvYAA,False,,23596985,003OH00000QysLDYAZ,001OH00000Wo5oiYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:36:12.000+0000,False,False,005G0000002gxxjIAA,2025-11-06T21:36:12.000+0000,005G0000002gxxjIAA,2025-11-06T21:36:13.000+0000,005G0000002gxxjIAA,2025-11-06T21:36:13.000+0000,(514)467-7535,,antoine@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7nZ7YAI,False,,23596759,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:30:44.000+0000,False,False,005OH000005URvxYAG,2025-11-06T21:30:44.000+0000,005OH000005URvxYAG,2025-11-06T21:30:44.000+0000,005OH000005URvxYAG,2025-11-06T21:30:44.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7o6wYAA,False,,23597206,0030A0000029ZxjQAE,0010A000002vzBtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"*dds*
98537
rcloran@clext - not associated to code
	
ross korns office, trying to register for Workspace. 

they wanted to register for Workspace, have an old unassociated user ID that is still active in repnet but nothing aligned wth the 98537 code. 
unable to locate the repnet activateion email from Distribution_Methodology@canadalife.com 
advised they would need to reach out to DM to either request their activation ID or ask if they can associate the 98537 code to their current ID 

*email*

Good afternoon Ross and Voula, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

Ross needed to register for Workspace to do their CE credits. Our investigation determined that Ross has not registered for a Repnet ID that would be associated to their producer code. There is an older Repnet user ID that was used in the past that’s still active but that would not give Ross the correct access if they registered with that now. Like we discussed you can email Distribution_Methodology@canadalife.com and ask if they can associate the current producer code to your old Repnet ID or you can just request an the activation code that is associated to their producer code. If you are activating a new ID there is a two day wait after registering their Repnet ID for the first time, associating their code to their old ID might be a way to get around that lag time. When you register for Workspace, you will need to go to the Workspace login page and click on the register now button and then input their Repnet ID and password and then follow the on-screen prompts and fill out the information required. If there are questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T22:39:09.000+0000,False,False,005OH000008919xYAA,2025-11-06T21:42:14.000+0000,005OH000008919xYAA,2025-11-06T22:39:47.000+0000,005OH000008919xYAA,2025-11-06T22:39:47.000+0000,(514)940-0220X2034,,ross@cloranfp.com,(888)797-0246,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7q3uYAA,False,,23598012,0035o000005iJsjAAE,0010A000002w1TkQAI,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,"(duplicate) the user requested a client listing, but the email they are reaching out from is not in our files, so we asked them to reach out with their personal email that has TPA for the code mentioned.",True,2025-11-06T22:02:49.000+0000,False,False,005OH000002iN7rYAE,2025-11-06T22:02:49.000+0000,005OH000002iN7rYAE,2025-11-06T22:02:49.000+0000,005OH000002iN7rYAE,2025-11-06T22:02:49.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7sIbYAI,False,,23596956,003OH00000M3c2VYAR,001OH00000QoORcYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:35:17.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T21:35:17.000+0000,005OH000006owoYYAQ,2025-11-06T21:35:18.000+0000,005OH000006owoYYAQ,2025-11-06T21:35:18.000+0000,(306)530-4753,,russell.martin@thrivewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7vYFYAY,False,,23597769,003OH00000JbSk7YAF,001OH00000NzxIyYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:56:22.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T21:56:22.000+0000,005OH000006owoYYAQ,2025-11-06T21:56:23.000+0000,005OH000006owoYYAQ,2025-11-06T21:56:23.000+0000,(306)934-0022,,trevor.armstrong@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7vjVYAQ,False,,23597236,003OH00000BtEyTYAV,001OH00000EHUbIYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:43:06.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T21:43:06.000+0000,005OH000006owoYYAQ,2025-11-06T21:43:06.000+0000,005OH000006owoYYAQ,2025-11-06T21:43:06.000+0000,(306)665-3244,3069307081,dbyers@assante.com,(306)665-6691,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7watYAA,False,,23598769,0030A0000029f8hQAA,0010A000002w3N1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"*dds*
David Graham
60908

i have been locked out of Workspace, 

*email*

Good afternoon David, 

Thank you for contacting the Workspace Support Team with your login issue. 

You wanted to log into Workspace but locked yourself out in error. We were able to unlock your account and then you were able to reset the password and log into your Workspace without issue. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-06T22:41:54.000+0000,False,False,005OH000008919xYAA,2025-11-06T22:26:16.000+0000,005OH000008919xYAA,2025-11-06T22:41:54.000+0000,005OH000008919xYAA,2025-11-06T22:41:54.000+0000,(204)489-4640,,david.graham@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7z2NYAQ,False,,23597622,003OH000009iP45YAE,001OH00000BnuyvYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:52:25.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T21:52:25.000+0000,005OH000004Ir1xYAC,2025-11-06T21:52:25.000+0000,005OH000004Ir1xYAC,2025-11-06T21:52:25.000+0000,(780)716-7582,,jzfutureme@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7z7BYAQ,False,,23597512,003OH00000AlZG0YAN,001OH00000D0oAJYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:49:47.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T21:49:47.000+0000,005OH000004Ir1xYAC,2025-11-06T21:49:48.000+0000,005OH000004Ir1xYAC,2025-11-06T21:49:48.000+0000,(587)998-9230,,iriswang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f7zjvYAA,False,,23598923,0030A0000029ZoBQAU,0010A000002vz2UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T22:32:00.000+0000,False,False,005OH000005URvxYAG,2025-11-06T22:32:00.000+0000,005OH000005URvxYAG,2025-11-06T22:32:01.000+0000,005OH000005URvxYAG,2025-11-06T22:32:01.000+0000,(780)449-6292X240,,scott@kewcorp.ca,(780)467-3260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f821pYAA,False,,23597747,003OH00000JbSk7YAF,001OH00000NzxIyYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T21:55:45.000+0000,False,False,005OH000006owoYYAQ,2025-11-06T21:55:45.000+0000,005OH000006owoYYAQ,2025-11-06T21:55:45.000+0000,005OH000006owoYYAQ,2025-11-06T21:55:45.000+0000,(306)934-0022,,trevor.armstrong@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f83vZYAQ,False,,23597894,003G0000018f6p7IAA,0010A000002wOqqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Custom report request,Medium,"Hi Victor,

Thank you for contacting Workspace Support.  
 
Unfortunately Workspace database doesn’t contain the information required to include annul premium, cash surrender and any other dollar base value to a report. We would be able to create a report that list all active insurance policies but it wouldnt contain any dollar based information. 


I know that isp_customer_care@canadalife.com can provide users with book of business reports. But I don’t know the exact data content of these reports. You can communicate with them to see if these reports contains the information you are looking for. 
 
If you still want an active insurance policies report, let us know and we will be glad to assist you creating one. 
 
Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Ledoux, Josee <Josee.Ledoux@canadavie.com> 
Sent: Wednesday, November 5, 2025 12:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Wang, Victor <victor.wang@victorwealth.ca>
Subject: TR: CLIENT REPORT
Importance: High

Hello,

Can you please help Mr. Wang with request below. 

Thank you! Have a great day! 

Josée Ledoux
Associée régionale des ventes, Assurance | Regional Sales Associate, Insurance
Tél. : 819 300-1939
josee.ledoux@canadavie.com 

 

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


De : VICTOR WANG <victor.wang@victorwealth.ca> 
Envoyé : 5 novembre 2025 15:18
À : Ledoux, Josee <Josee.Ledoux@canadavie.com>
Objet : [EXT] RE: CLIENT REPORT

Hi, Josee, I tried to generate client list with insurance number, annul premium, cash surrender value at workspace. I tried many options without success. Can someone help me? Thanks a lot. Dun (Victor) Wang MBA President Victor Wang Investments
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, Josee,
I tried to generate client list with insurance number, annul premium, cash surrender value at workspace. 
I tried many options without success.
Can someone help me?
Thanks a lot. 

Dun (Victor) Wang    MBA President
Victor Wang Investments and Wealth Management Inc. 
300-1350 René-Lévesque West,  
Montreal, Québec, H3G 1T4
Cellular: 514-885-1818
victor.wang@victorwealth.ca
Fax: 514-931-9553
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Ledoux, Josee <Josee.Ledoux@canadavie.com> 
Sent: August 22, 2025 9:04 AM
To: VICTOR WANG <victor.wang@victorwealth.ca>
Subject: RE: CLIENT REPORT

Good morning Victor,

To obtain a complete book of business:

Here is a video  video-book of business reporting  and  document  job aid:   Document job aid book of business reporting

Thank you! Have a great day! 

Josée Ledoux
Associée régionale des ventes, Assurance | Regional Sales Associate, Insurance
Tél. : 819 300-1939
josee.ledoux@canadavie.com 

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com   Regardez notre dernière annonce   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


De : VICTOR WANG <victor.wang@victorwealth.ca> 
Envoyé : 21 août 2025 23:08
À : Ledoux, Josee <Josee.Ledoux@canadavie.com>
Objet : [EXT] FW: CLIENT REPORT

Hi, Josee, There’re so many reports available. I can’t find a report with all policy and premium amount, policy year. Can you help? Thanks. Dun (Victor) Wang MBA President Victor Wang Investments and Wealth Management Inc. 300-1350 René-Lévesque

Hi, Josee,
There’re so many reports available.
I can’t find a report with all policy and premium amount, policy year.
Can you help?
Thanks.

Dun (Victor) Wang    MBA President
Victor Wang Investments and Wealth Management Inc. 
300-1350 René-Lévesque West,  
Montreal, Québec, H3G 1T4
Cellular: 514-885-1818
victor.wang@victorwealth.ca
Fax: 514-931-9553
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Ledoux, Josee <Josee.Ledoux@canadavie.com> On Behalf Of Tremblay, Sylvie
Sent: August 14, 2025 1:56 PM
To: VICTOR WANG <victor.wang@victorwealth.ca>
Subject: RE: CLIENT REPORT

Hi Victor,

You have access to a client listing in Workspace advisor site. Here is how to obtain this: This example is for term renewal conversion list, but you can choose the one you need.

 

Thank you! Have a great day! 

Josée Ledoux
Associée régionale des ventes, Assurance | Regional Sales Associate, Insurance
Tél. : 819 300-1939
josee.ledoux@canadavie.com 

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com   Regardez notre dernière annonce   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


De : VICTOR WANG <victor.wang@victorwealth.ca> 
Envoyé : 14 août 2025 13:00
À : Tremblay, Sylvie <Sylvie.Tremblay@canadavie.com>
Objet : [EXT] CLIENT REPORT

Hi, Sylvie, Do you know how to generate a report of all client with insurance and premium amount? Thanks. Dun (Victor) Wang MBA President Victor Wang Investments and Wealth Management Inc. 300-1350 René-Lévesque West, Montreal, Québec, H3G 1T4

Hi, Sylvie,
Do you know how to generate a report of all client with insurance and premium amount?
Thanks.

Dun (Victor) Wang    MBA President
Victor Wang Investments and Wealth Management Inc. 
300-1350 René-Lévesque West,  
Montreal, Québec, H3G 1T4
Cellular: 514-885-1818
victor.wang@victorwealth.ca
Fax: 514-931-9553
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-06T21:59:53.000+0000,False,False,0055o000001zVCKAA2,2025-11-06T21:59:53.000+0000,0055o000001zVCKAA2,2025-11-06T21:59:53.000+0000,0055o000001zVCKAA2,2025-11-06T21:59:53.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f84QFYAY,False,,23598485,0030A0000029mPsQAI,0010A000002w9PgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T22:16:57.000+0000,False,False,005OH000005URvxYAG,2025-11-06T22:16:57.000+0000,005OH000005URvxYAG,2025-11-06T22:16:57.000+0000,005OH000005URvxYAG,2025-11-06T22:16:57.000+0000,(867)334-9411,,pierre@ykfinancialbrokers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f85MHYAY,False,,23597994,003OH000009X2ViYAK,001OH00000BZrReYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T22:02:25.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T22:02:25.000+0000,005OH000004Ir1xYAC,2025-11-06T22:02:26.000+0000,005OH000004Ir1xYAC,2025-11-06T22:02:26.000+0000,(778)866-1000,,weiz24073@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8DJrYAM,False,,23599024,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T22:35:37.000+0000,False,False,0055o000002KxaMAAS,2025-11-06T22:35:37.000+0000,0055o000002KxaMAAS,2025-11-06T22:35:37.000+0000,0055o000002KxaMAAS,2025-11-06T22:35:37.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8DgSYAU,False,,23599181,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T22:42:10.000+0000,False,False,005OH000005URvxYAG,2025-11-06T22:42:10.000+0000,005OH000005URvxYAG,2025-11-06T22:42:10.000+0000,005OH000005URvxYAG,2025-11-06T22:42:10.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8IucYAE,False,,23599127,0030A00000BH5rOQAT,0010A00000BrIGLQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T22:39:46.000+0000,False,False,005OH000005URvxYAG,2025-11-06T22:39:46.000+0000,005OH000005URvxYAG,2025-11-06T22:39:46.000+0000,005OH000005URvxYAG,2025-11-06T22:39:46.000+0000,(587)985-4659,,tpleasant@ipfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8KwQYAU,False,,23599144,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T22:40:34.000+0000,False,False,005OH000005URvxYAG,2025-11-06T22:40:34.000+0000,005OH000005URvxYAG,2025-11-06T22:40:35.000+0000,005OH000005URvxYAG,2025-11-06T22:40:35.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8NHZYA2,False,,23599253,0030A000008QMOMQA4,0010A000009JkGiQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Advisor is upset as she is unable to access workspace due to MFA not set up yet. She is using a MAC computer and having a problem with navigation. tried to do a logmein session but all I can see is a green screen. I am unable to check if I can set her up for an MFA. Advisor wanted to talk to another department about her clients and referred her to Client Services Canter
================

Hi Nathalie,

Thank you for contacting the workspace support about being unable to login into workspace.

I understand your frustration and as much as I want to help you, your MAC computer security settings are not letting us go through the process as I am only seeing a green screen. I have referred you over to the client service center specific to your client inquiries. 

If its possible for you to use a regular computer when you call us back so we can help you accordingly. We will do our best by then and provide you access to your workspace.

My apologies for the inconvenience and thank you for your time.",True,2025-11-06T23:12:47.000+0000,False,False,005OH00000BFPZHYA5,2025-11-06T22:45:10.000+0000,005OH00000BFPZHYA5,2025-11-06T23:32:08.000+0000,005OH00000BFPZHYA5,2025-11-06T23:32:08.000+0000,(905)243-1831,,nat1173@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8OolYAE,False,,23600341,003G00000252J2fIAE,0010A000002wTB6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T23:37:33.000+0000,False,False,005OH000001cCPNYA2,2025-11-06T23:37:33.000+0000,005OH000001cCPNYA2,2025-11-06T23:37:33.000+0000,005OH000001cCPNYA2,2025-11-06T23:37:33.000+0000,(250)797-6417,(250) 797-6417,coralee@bensonview.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8WPhYAM,False,,23599904,003OH00000RE3MjYAL,001OH00000X5hUPYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T23:13:33.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T23:13:33.000+0000,005OH000004Ir1xYAC,2025-11-06T23:13:33.000+0000,005OH000004Ir1xYAC,2025-11-06T23:13:34.000+0000,(403)554-5516,,maricar_sajonia@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8XFJYA2,False,,23599949,003OH00000ErSHbYAN,001OH00000IbwFlYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-06T23:16:13.000+0000,False,False,005OH000004Ir1xYAC,2025-11-06T23:16:13.000+0000,005OH000004Ir1xYAC,2025-11-06T23:16:13.000+0000,005OH000004Ir1xYAC,2025-11-06T23:16:13.000+0000,(587)973-6526,,mmarcelahebron@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8dRIYAY,False,,23601045,003OH00000MC4rHYAT,001OH00000QyT0FYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"H4215


*dds*

was able to guide the user to Msoft authenticator and that worked they had forgotten
msoft 

*email*
Good afternoon Xiaonan, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

When you went to log into Workspace you were greeted with a verification code and were not sure what authenticator to use. During our discussion we had you try your Microsoft Authenticator and that was able to get you logged in. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T00:47:31.000+0000,False,False,005OH000008919xYAA,2025-11-07T00:36:59.000+0000,005OH000008919xYAA,2025-11-07T00:47:32.000+0000,005OH000008919xYAA,2025-11-07T00:47:32.000+0000,(647)997-3398,,shannonzx@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8gk2YAA,False,,23600930,0035o000006mVVrAAM,0015o000007NIboAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T00:23:55.000+0000,False,False,005OH000002iJPDYA2,2025-11-07T00:23:55.000+0000,005OH000002iJPDYA2,2025-11-07T00:23:55.000+0000,005OH000002iJPDYA2,2025-11-07T00:23:55.000+0000,(778)288-8788,,investmentcad@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8j6qYAA,False,,23601133,003G0000018f7HlIAI,0010A000002wPN2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T00:47:00.000+0000,False,False,005OH000002iJPDYA2,2025-11-07T00:47:00.000+0000,005OH000002iJPDYA2,2025-11-07T00:47:00.000+0000,005OH000002iJPDYA2,2025-11-07T00:47:00.000+0000,(604)438-1232X268,(604) 838-1132,jim.low@4pillarsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000f8jRlYAI,False,,23600954,0035o000006mVVrAAM,0015o000007NIboAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T00:25:52.000+0000,False,False,005OH000002iJPDYA2,2025-11-07T00:25:52.000+0000,005OH000002iJPDYA2,2025-11-07T00:25:53.000+0000,005OH000002iJPDYA2,2025-11-07T00:25:53.000+0000,(778)288-8788,,investmentcad@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,147.0
500OH00000fAGC2YAO,False,,23604783,003OH000004QLo5YAG,0010A000002vtm6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,Insurance Client Listing - need more info,True,2025-11-07T14:44:02.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T14:44:02.000+0000,005OH0000071DK9YAM,2025-11-07T14:44:03.000+0000,005OH0000071DK9YAM,2025-11-07T14:44:03.000+0000,,,carrie.lee@qfscanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fANAPYA4,False,,23605591,0030A0000029f0dQAA,0010A000002w3EsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:02:33.000+0000,False,False,0055o000002KxmIAAS,2025-11-07T15:02:33.000+0000,0055o000002KxmIAAS,2025-11-07T15:02:33.000+0000,0055o000002KxmIAAS,2025-11-07T15:02:33.000+0000,(519)756-5834,(519) 732-0133,denis.anumudu@ig.ca,(519)756-1522,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAOhOYAW,False,,23603269,003G0000018f6vyIAA,0010A000002wOxqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T14:04:53.000+0000,False,False,0050A000000WjqvQAC,2025-11-07T14:04:53.000+0000,0050A000000WjqvQAC,2025-11-07T14:04:53.000+0000,0050A000000WjqvQAC,2025-11-07T14:04:53.000+0000,(613)724-8247,(613) 724-8247,mark@taggartwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fATlxYAG,False,,23604145,0030A0000029Zm2QAE,0010A000002vz0VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T14:29:26.000+0000,False,False,005OH000004pk06YAA,2025-11-07T14:29:26.000+0000,005OH000004pk06YAA,2025-11-07T14:29:26.000+0000,005OH000004pk06YAA,2025-11-07T14:29:26.000+0000,(905)762-1860,(416) 788-6503,brian.torch@qfscanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAVhFYAW,False,,23603538,0030A000007pCkfQAE,0010A000008gvMTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,"***DDS*** 11/07/25
Name: Mimi Ho

Email: Hello Mimi,

Thank you for confirming the correct policy number and that you are able to see the policy, I will close the ticket.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Mimi Ho <mimiho@novellawealth.com> 
Sent: November 7, 2025 12:36 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23603538 - RE: Canada Life Workspace Access Issue: Policy T171133T (Advisor Code 97203)

Hi Vinh, Sorry, my mistake, policy number should be E171133T, and I am able to see the policy via workspace. Pleas ignore my request. Thank you. Mimi Ho Assistant to Kinson Lai Novella Wealth 604 370 3434 ext 112 mimiho@ novellawealth. com www. novellawealth. com
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ZjQcmQRYFpfptBannerEnd
Hi Vinh, 
Sorry, my mistake, policy number should be E171133T, and I am able to see the policy via workspace. 
Pleas ignore my request. 



Thank you. 

 
 

 		 		 	

		Mimi Ho
Assistant to Kinson Lai
Novella Wealth



 
	604 370 3434 ext 112
 
	mimiho@novellawealth.com

 
	www.novellawealth.com

 
	270-10691 Shellbridge Way, Richmond, BC V6X 2W8






***DDS*** 11/07/25
Name: Mimi Ho

Email: Hello Mimi,

Thank you for contacting the Workspace support group I would be happy to assist you regarding missing policy

I am unable to locate Policy# T171133T

Please confirm the policy number is correct
Please confirm when the policy was issues
Please confirm the type of policy 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Mimi Ho <mimiho@novellawealth.com> 
Sent: November 6, 2025 12:48 PM
To: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Canada Life Workspace Access Issue: Policy T171133T (Advisor Code 97203)

Hi Deana, Similar to policy #E083887-8, we have another London Life policy #T171133T that cannot be viewed in the Canada Life workspace. It should be under Kinson Lai (advisor code #97203). Please confirm. Hi Digital Support Team, Could you
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ZjQcmQRYFpfptBannerEnd
Hi Deana,
Similar to policy #E083887-8, we have another London Life policy #T171133T that cannot be viewed in the Canada Life workspace. It should be under Kinson Lai (advisor code #97203). Please confirm.

Hi Digital Support Team,
Could you please assist in checking why Kinson Lai cannot view policy T171133T in the Canada Life workspace?

Thank you. 

 
 

 		 		 	

		Mimi Ho
Assistant to Kinson Lai
Novella Wealth



 
	604 370 3434 ext 112
 
	mimiho@novellawealth.com

 
	www.novellawealth.com

 
	270-10691 Shellbridge Way, Richmond, BC V6X 2W8",True,2025-11-07T14:23:12.000+0000,False,False,005OH00000BGeeHYAT,2025-11-07T14:12:59.000+0000,005OH00000BGeeHYAT,2025-11-07T17:58:41.000+0000,005OH00000BGeeHYAT,2025-11-07T17:58:41.000+0000,(604)837-7233,,mimiymho.fa@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAVnpYAG,False,,23605791,003G0000018f6bYIAQ,0010A000002wOYqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Workspace registration for MGA

Hello Paul, 

Thank you for contacting Workspace Support. It was our pleasure to have helped you register for your MGA Workspace account. 

If you have any other questions, please feel free to reach back out to us. 

Your voice matters! Let us know what you thought about the service today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T15:19:19.000+0000,False,False,005OH00000BFQFGYA5,2025-11-07T15:06:17.000+0000,005OH00000BFQFGYA5,2025-11-07T15:19:19.000+0000,005OH00000BFQFGYA5,2025-11-07T15:19:19.000+0000,(905)401-5784,(905) 401-5784,paulallan@awig.ca,(289)362-2047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAWLjYAO,False,,23605858,0030A0000029YiiQAE,0010A000002vy4qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:08:07.000+0000,False,False,005OH00000245RQYAY,2025-11-07T15:08:07.000+0000,005OH00000245RQYAY,2025-11-07T15:08:07.000+0000,005OH00000245RQYAY,2025-11-07T15:08:07.000+0000,(418)930-8862,(418) 930-8862,marc@llgp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAdLRYA0,False,,23604059,0030A0000029Ut7QAE,0010A000002vuwBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T14:27:06.000+0000,False,False,005OH000004oiYEYAY,2025-11-07T14:27:06.000+0000,005OH000004oiYEYAY,2025-11-07T14:27:07.000+0000,005OH000004oiYEYAY,2025-11-07T14:27:07.000+0000,(519)528-2213,,kraymond@hurontel.on.ca,(519)528-2487,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAdbaYAC,False,,23604537,003G0000018f6YFIAY,0010A000002wOVKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T14:38:23.000+0000,False,False,0050A000000WjqvQAC,2025-11-07T14:38:23.000+0000,0050A000000WjqvQAC,2025-11-07T14:38:23.000+0000,0050A000000WjqvQAC,2025-11-07T14:38:23.000+0000,(613)354-2726,(613) 531-1686,bob@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAfgbYAC,False,,23604233,0035o000006ltrkAAA,0015o000007MbKjAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T14:31:13.000+0000,False,False,005OH000004oiYEYAY,2025-11-07T14:31:13.000+0000,005OH000004oiYEYAY,2025-11-07T14:31:13.000+0000,005OH000004oiYEYAY,2025-11-07T14:31:13.000+0000,(519)503-2644,,krystina@invisionmortgagesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAjlrYAC,False,,23606344,0030A0000029odCQAQ,0010A000002wBFPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:17:31.000+0000,False,False,005OH000002N6huYAC,2025-11-07T15:17:31.000+0000,005OH000002N6huYAC,2025-11-07T15:17:31.000+0000,005OH000002N6huYAC,2025-11-07T15:17:31.000+0000,(418)627-4447X447,(418) 569-9740,alain.rondeau@sfl.ca,(819)477-2955,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAkjWYAS,False,,23604921,0030A0000029ZhpQAE,0010A000002vywmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T14:47:17.000+0000,False,False,005OH00000245RQYAY,2025-11-07T14:47:17.000+0000,005OH00000245RQYAY,2025-11-07T14:47:17.000+0000,005OH00000245RQYAY,2025-11-07T14:47:17.000+0000,(450)721-4999,,ychapinc@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAlfbYAC,False,,23604807,0030A0000029V3CQAU,0010A000002vv5cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T14:44:36.000+0000,False,False,005OH000004oiYEYAY,2025-11-07T14:44:36.000+0000,005OH000004oiYEYAY,2025-11-07T14:44:36.000+0000,005OH000004oiYEYAY,2025-11-07T14:44:36.000+0000,(519)836-3010,,michelle@micronfinancial.com,(519)836-2459,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAlm3YAC,False,,23605689,0030A0000029htoQAA,0010A000002w5h6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS***
ASA calling to reset Advisor's workspace password.

*****EMAIL CHAIN***(COULDN'T FIND ASA'S EMAIL, SO I EMAILED THE ADVISOR)

Hello Suzane,

       This is Busayo from Canada life workspace support. I am just following up as I just spoke to one of your staff member’s trying to do password reset for your workspace account. Unfortunately, we can only do a password reset with you present on the call as I advised Mr. Matthew Beliveau. If you would like to set up a time that works for you to do the password reset, please just reply to this email with the times. If you have any further questions or concerns, do not hesitate to reach out. Have a good day!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



Hello Suzanne,

    Yes, 2pm is fine with me. Could you please confirm the best number to reach you on ? 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Najim, Suzanne <SNajim@assante.com> 
Sent: November 7, 2025 10:51 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Beliveau, Matthew <mbeliveau@assante.com>
Subject: [EXT] RE: Workspace Password reset- #23605689

Hi Busayo, We can do the reset today at 2: 00pm if that works for you. Let me know, Suzanne From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: November 7, 2025 10: 20 AM To: Najim, Suzanne <SNajim@ assante. com> Subject: 
ZjQcmQRYFpfptBannerStart
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ZjQcmQRYFpfptBannerEnd
Hi Busayo,
We can do the reset today at 2:00pm if that works for you.
Let me know,
Suzanne


Hello Suzanne, 
    
       It was a pleasure assisting you today, Glad we were able to get you back into your account. If you do have any additional questions or concerns, please do not hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T15:08:18.000+0000,False,False,005OH00000BFQFHYA5,2025-11-07T15:04:28.000+0000,005OH00000BFQFHYA5,2025-11-07T19:21:31.000+0000,005OH00000BFQFHYA5,2025-11-07T19:21:31.000+0000,(613)729-3222,ext 225,snajim@assante.com,(613)729-5568,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAmQMYA0,False,,23604766,003G0000018f6YfIAI,0010A000002wOVkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,"***DDS*** 11/07/25
Name: Caroline Soares 

Email: Hello Caroline,

Thank you for contacting the Workspace support group I would be happy to assist you regarding merging profiles.

In order for us to investigate further please fill out the “Report merge issue” form, this will give us all the information we will require to investigate if merging is possible. 

The form can be found on the Overview page in Workspace near the bottom under Other tools and platforms.

 

If you are not able to access the form please provide the following information:

Client details:
First name: 
Middle name (if applicable): 
Last name: 
DOB: 
Policy Number(s): 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Caroline Soares <caroline@basiswealth.com> 
Sent: November 6, 2025 12:42 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: 23604766 - [EXT] Account Profile Issue

Hi Workspace Team, I hope you are doing well. Please note as the image is showing below our client has 3 profiles. Could you please merge those? Also This client has been transferred to the advisor Dana Mitchell, and half of his profile is under
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Hi Workspace Team, 

I hope you are doing well. 
Please note as the image is showing below our client has 3 profiles. Could you please merge those?

Also This client has been transferred to the advisor Dana Mitchell, and half of his profile is under Ed and another half is under Dana. 

Could you please fix this? This entire client should be under Dana.

  

Thank you, 


 
Best Regards,
Caroline Soares
Manager of Client Service",True,2025-11-07T15:09:17.000+0000,False,False,005OH00000BGeeHYAT,2025-11-07T14:43:38.000+0000,005OH00000BGeeHYAT,2025-11-07T15:09:17.000+0000,005OH00000BGeeHYAT,2025-11-07T15:09:17.000+0000,(416)552-3004,,dana@basiswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAu30YAC,False,,23608089,0030A0000029aiPQAQ,0010A000002vznDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:49:52.000+0000,False,False,0055o000001NWfMAAW,2025-11-07T15:49:52.000+0000,0055o000001NWfMAAW,2025-11-07T15:49:52.000+0000,0055o000001NWfMAAW,2025-11-07T15:49:52.000+0000,(416)646-2200,6478361468,jenny@hlbfinancial.com,(416)646-2766,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAvdKYAS,False,,23606203,0030A0000029bjhQAA,0010A000002w0axQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"user has new device need to reset authenticator.
email==========================
Hello Xiaotian,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with your Authenticator reset.
On our call today,since you have new device we have disconnect your old autheticator and reconnect your Workspace account with the google Authenticator on the new device.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T15:26:24.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-07T15:14:36.000+0000,005OH00000AZ3ZxYAL,2025-11-07T15:53:04.000+0000,005OH00000AZ3ZxYAL,2025-11-07T15:53:04.000+0000,(416)818-4121,,mike.xt.lin@gmail.com,(416)502-8586,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAw9eYAC,False,,23608241,0030A000002ANJYQA4,0010A000002wu2JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:52:23.000+0000,False,False,0055o000002KxmIAAS,2025-11-07T15:52:23.000+0000,0055o000002KxmIAAS,2025-11-07T15:52:23.000+0000,0055o000002KxmIAAS,2025-11-07T15:52:23.000+0000,(519)578-6760,,tom.mcsorley@manulifesecurities.ca,(519)570-0767,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fAzaZYAS,False,,23608227,0030A00000A7W5CQAV,0010A00000AgOQgQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:52:13.000+0000,False,False,0055o000001h4cFAAQ,2025-11-07T15:52:13.000+0000,0055o000001h4cFAAQ,2025-11-07T15:52:13.000+0000,0055o000001h4cFAAQ,2025-11-07T15:52:13.000+0000,(204)479-6798,,dwain@truityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fB12sYAC,False,,23607389,0030A000005cvRHQAY,0010A000006MtQpQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:39:35.000+0000,False,False,005OH00000245RQYAY,2025-11-07T15:38:14.000+0000,005OH00000245RQYAY,2025-11-07T15:39:35.000+0000,005OH00000245RQYAY,2025-11-07T15:39:35.000+0000,(418)332-0446,,info@sfagrimard.ca,(418)449-1268,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fB3CfYAK,False,,23606185,0030A0000029odCQAQ,0010A000002wBFPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:14:13.000+0000,False,False,005OH000002N6huYAC,2025-11-07T15:14:13.000+0000,005OH000002N6huYAC,2025-11-07T15:14:13.000+0000,005OH000002N6huYAC,2025-11-07T15:14:13.000+0000,(418)627-4447X447,(418) 569-9740,alain.rondeau@sfl.ca,(819)477-2955,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fB3PdYAK,False,,23606736,003G0000018f7P9IAI,0010A000002wPVZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:25:40.000+0000,False,False,005OH000002N6huYAC,2025-11-07T15:25:40.000+0000,005OH000002N6huYAC,2025-11-07T15:25:41.000+0000,005OH000002N6huYAC,2025-11-07T15:25:41.000+0000,(450) 638-0202,(514) 926-5059,jean@agirai.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fB3mBYAS,False,,23606920,003G0000018f6iLIAQ,0010A000002wOiaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:29:26.000+0000,False,False,005OH000002N6huYAC,2025-11-07T15:29:26.000+0000,005OH000002N6huYAC,2025-11-07T15:29:26.000+0000,005OH000002N6huYAC,2025-11-07T15:29:26.000+0000,(514)931-4242X4238,(514) 699-5220,jessica.laoun@elevationsfinancieres.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fB7GHYA0,False,,23606544,003G0000018f6tjIAA,0010A000002wOvhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:22:02.000+0000,False,False,005OH000002N6huYAC,2025-11-07T15:22:02.000+0000,005OH000002N6huYAC,2025-11-07T15:22:02.000+0000,005OH000002N6huYAC,2025-11-07T15:22:02.000+0000,(450)565-8396,(450) 419-2484,michel.payette@gplanifier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fB8x7YAC,False,,23606675,003G0000018f7P9IAI,0010A000002wPVZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:24:42.000+0000,False,False,005OH000002N6huYAC,2025-11-07T15:24:42.000+0000,005OH000002N6huYAC,2025-11-07T15:24:43.000+0000,005OH000002N6huYAC,2025-11-07T15:24:43.000+0000,(450) 638-0202,(514) 926-5059,jean@agirai.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fB96oYAC,False,,23609260,0035o000007MBTnAAO,0015o0000083Y2mAAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,30 day demo access requested,Medium,"Name:  Bassem Ibrahim
Advisor or support staff: Advisor
Advisor Code: N/A
Advisor Name: 
Phone:	N/A	
Email: b.ibrahim@bassemsf.com
1. Siebel verification: N/A	
2. Last Login to Workspace: N/A	

Issue: wants to re-start 30 day conquest trial
RESOLUTON: ADVISED AS PER followed KB0021887 

sent follow up email/closing case.

------***DDS  11/07/2025***--------
Hello Bassem,

Thank you for contacting Workspace Support.

Our team provides Workspace technical support and is not equipped to re-send a link for the Conquest 30 day demo.

Please reach out to the below for support, thanks.
•	Email questions to: advisorsupport@conquestplanning.com
•	Call the toll-free number: 1-888-282-7020
•	Conquest support is available Monday to Friday from 9:00 AM to 7:00 PM ET 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------------------------------
email received
--------------------------------***DDS  11/07/2025***------------------------------

---------- Forwarded message ---------
De : Bassem Ibrahim <b.ibrahim@bassemsf.com>
Date: jeu. 6 nov. 2025, à 17 h 07
Subject: Re: 30 day demo access requested
To: Program Admin <program.admin@financialhorizons.ca>

Hi,

I received the information about my 30-day demo account, but I was unable to activate it before the link expired on November 3rd.

Could you please send me a new activation link?

Thank you,",True,2025-11-07T16:15:20.000+0000,False,False,005OH00000AUS7aYAH,2025-11-07T16:10:00.000+0000,005OH00000AUS7aYAH,2025-11-07T16:15:32.000+0000,005OH00000AUS7aYAH,2025-11-07T16:15:32.000+0000,(514)777-4741,,b.ibrahim@bassemsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fB9YEYA0,False,,23606918,003G0000018f6gFIAQ,0010A000002wOeGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:29:24.000+0000,False,False,005OH00000245ROYAY,2025-11-07T15:29:24.000+0000,005OH00000245ROYAY,2025-11-07T15:29:24.000+0000,005OH00000245ROYAY,2025-11-07T15:29:24.000+0000,(519)337-6553,,info@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBAioYAG,False,,23607456,003G0000018f6vOIAQ,0010A000002wOxHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:39:24.000+0000,False,False,0055o000001h4cFAAQ,2025-11-07T15:39:24.000+0000,0055o000001h4cFAAQ,2025-11-07T15:39:25.000+0000,0055o000001h4cFAAQ,2025-11-07T15:39:25.000+0000,(204)837-6180,(204) 997-3332,hans@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBAkWYAW,False,,23608905,0030A0000029nDgQAI,0010A000002wA6oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:03:29.000+0000,False,False,005OH000003ds0PYAQ,2025-11-07T16:03:29.000+0000,005OH000003ds0PYAQ,2025-11-07T16:03:29.000+0000,005OH000003ds0PYAQ,2025-11-07T16:03:29.000+0000,(613)924-9135,,matt@kelseyinsurance.com,(613)924-1210,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBCsjYAG,False,,23609996,0035o000006n4VPAAY,0015o000007O0lrAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Investment Centre,Medium,"Misdirected caller, redirect to wealthreportingsupport@canadalife.com as per KB0023331

Hello Chelsey, 

Thank you for contacting Workspace Support. For any issues pertaining to the creation of reports via Investment Centre, kindly send a screenshot of your experience from Investment Centre and send it to wealthreportingsupport@canadalife.com. They will be able to assist you further.

Your voice matters! Let us know how we did in resolving your issue by filling out this brief survey.  

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T16:36:47.000+0000,False,False,005OH00000BFQFGYA5,2025-11-07T16:22:29.000+0000,005OH00000BFQFGYA5,2025-11-07T19:06:06.000+0000,005OH00000BFQFGYA5,2025-12-13T02:01:06.000+0000,(604)685-6521,,chelsey@infinitiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBD5ZYAW,False,,23607050,003G0000018f6TzIAI,0010A000002wOQhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,Questions about navigation,True,2025-11-07T19:03:25.000+0000,False,False,005OH00000BFQFGYA5,2025-11-07T15:31:54.000+0000,005OH00000BFQFGYA5,2025-11-07T19:03:25.000+0000,005OH00000BFQFGYA5,2025-11-07T19:03:25.000+0000,(514)907-3480X225,(514) 907-3480,martin.mccarthy@danmarfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBI0SYAW,False,,23609183,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:08:46.000+0000,False,False,005OH000005URvxYAG,2025-11-07T16:08:46.000+0000,005OH000005URvxYAG,2025-11-07T16:08:46.000+0000,005OH000005URvxYAG,2025-11-07T16:08:46.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBJW3YAO,False,,23610667,003G0000018f6wMIAQ,0010A000002wOyEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Income,High,,True,2025-11-07T16:57:04.000+0000,False,False,005OH000006uYruYAE,2025-11-07T16:33:41.000+0000,005OH000006uYruYAE,2025-11-07T16:57:04.000+0000,005OH000006uYruYAE,2025-11-07T16:57:04.000+0000,(519)885-5177,(519) 766-9363,zoe@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBLBFYA4,False,,23610904,003G0000018f6qJIAQ,0010A000002wOs2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:37:38.000+0000,False,False,0055o000001h4cFAAQ,2025-11-07T16:37:38.000+0000,0055o000001h4cFAAQ,2025-11-07T16:37:38.000+0000,0055o000001h4cFAAQ,2025-11-07T16:37:38.000+0000,(204)488-2038X3,(204) 232-8388,bob@hodsonfinancialinc.com,(204)488-2083,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBLMbYAO,False,,23610837,0031600002ISxINAA1,0010A000002wNN9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:36:35.000+0000,False,False,005OH0000030c5BYAQ,2025-11-07T16:36:35.000+0000,005OH0000030c5BYAQ,2025-11-07T16:36:35.000+0000,005OH0000030c5BYAQ,2025-11-07T16:36:35.000+0000,(705)645-3229,(705) 796-3037,zack.clarke@stratawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBPWcYAO,False,,23609273,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:10:13.000+0000,False,False,005OH000005URvxYAG,2025-11-07T16:10:13.000+0000,005OH000005URvxYAG,2025-11-07T16:10:13.000+0000,005OH000005URvxYAG,2025-11-07T16:10:13.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBQijYAG,False,,23608450,0030A0000077RURQA2,0010A000007yIS6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T15:55:53.000+0000,False,False,0050A000001o2WeQAI,2025-11-07T15:55:53.000+0000,0050A000001o2WeQAI,2025-11-07T15:55:54.000+0000,0050A000001o2WeQAI,2025-11-07T15:55:54.000+0000,(902)423-8294,(902) 209-6178,sherri.mackenzie@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBRqCYAW,False,,23611351,0030A0000029UqgQAE,0010A000002vutzQAA,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,the user is having issues opening a file that was sent to them. They were given the password again and were asked to provide more info if the issue is different.,True,2025-11-07T16:45:28.000+0000,False,False,005OH000002iN7rYAE,2025-11-07T16:45:28.000+0000,005OH000002iN7rYAE,2025-11-07T16:45:28.000+0000,005OH000002iN7rYAE,2025-11-07T16:45:28.000+0000,(604)605-6933,,john@donnellyadvisors.com,(888)551-6636,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBV45YAG,False,,23608859,003OH00000ToyYCYAZ,001OH00000aL1eJYAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,Wealth and Insurance Client Listing provided,True,2025-11-07T16:02:35.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T16:02:35.000+0000,005OH0000071DK9YAM,2025-11-07T16:02:36.000+0000,005OH0000071DK9YAM,2025-11-07T16:02:36.000+0000,(519)474-9356,,marc.celestini@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBV7KYAW,False,,23610289,0030A0000029aLeQAI,0010A000002vzWGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:27:16.000+0000,False,False,0055o000001NWfMAAW,2025-11-07T16:27:16.000+0000,0055o000001NWfMAAW,2025-11-07T16:27:17.000+0000,0055o000001NWfMAAW,2025-11-07T16:27:17.000+0000,(905)604-5757,(647) 339-0127,zhoujuan7@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBVFNYA4,False,,23608877,0030A0000029msNQAQ,0010A000002w9oUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:02:52.000+0000,False,False,005G0000002gxxjIAA,2025-11-07T16:02:52.000+0000,005G0000002gxxjIAA,2025-11-07T16:02:53.000+0000,005G0000002gxxjIAA,2025-11-07T16:02:53.000+0000,(450)973-2333,(514) 659-8512,marie-cynthia.rabel@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBVfFYAW,False,,23610074,003OH000003rXdeYAE,0010A000002w4hDQAQ,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS,Medium,"the user requested a client listing. The code is no longer active, so the user was asked if our team can send it to the advisor directly",True,2025-11-07T16:23:45.000+0000,False,False,005OH000002iN7rYAE,2025-11-07T16:23:45.000+0000,005OH000002iN7rYAE,2025-11-07T16:23:45.000+0000,005OH000002iN7rYAE,2025-11-07T16:23:45.000+0000,(647)878-6078,,zbanu247@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBZCXYA4,False,,23609235,0030A0000046gUQQAY,0010A000002vtldQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:09:35.000+0000,False,False,0055o000002KxmIAAS,2025-11-07T16:09:35.000+0000,0055o000002KxmIAAS,2025-11-07T16:09:36.000+0000,0055o000002KxmIAAS,2025-11-07T16:09:36.000+0000,(905) 690-3667,(905) 973-2667,cmillard@gryphinadvantage.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBZu7YAG,False,,23609539,0035o000006HvT2AAK,0015o000006n2XwAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:15:04.000+0000,False,False,005OH000003ds0PYAQ,2025-11-07T16:15:04.000+0000,005OH000003ds0PYAQ,2025-11-07T16:15:04.000+0000,005OH000003ds0PYAQ,2025-11-07T16:15:04.000+0000,(705)524-1559,,matt.roach@benefitpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBaJtYAK,False,,23609333,003OH00000JeI50YAF,001OH00000O36SxYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:11:28.000+0000,False,False,005OH000003ds0PYAQ,2025-11-07T16:11:28.000+0000,005OH000003ds0PYAQ,2025-11-07T16:11:28.000+0000,005OH000003ds0PYAQ,2025-11-07T16:11:28.000+0000,(905)933-3390,,matt@stonehaven-group.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBaoXYAS,False,,23609359,003OH00000JeI50YAF,001OH00000O36SxYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:12:06.000+0000,False,False,005OH000003ds0PYAQ,2025-11-07T16:12:06.000+0000,005OH000003ds0PYAQ,2025-11-07T19:05:59.000+0000,005OH000003ds0PYAQ,2025-11-07T19:05:59.000+0000,(905)933-3390,,matt@stonehaven-group.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBaqCYAS,False,,23610516,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:31:13.000+0000,False,False,005OH000005URvxYAG,2025-11-07T16:31:13.000+0000,005OH000005URvxYAG,2025-11-07T16:31:13.000+0000,005OH000005URvxYAG,2025-11-07T16:31:13.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBdXtYAK,False,,23609633,0030A0000029p06QAA,0010A000002wBY7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:16:29.000+0000,False,False,0055o000002KxmIAAS,2025-11-07T16:16:29.000+0000,0055o000002KxmIAAS,2025-11-07T16:16:29.000+0000,0055o000002KxmIAAS,2025-11-07T16:16:29.000+0000,(289)208-0996,,simone@fcfcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBfoDYAS,False,,23609848,0035o000003Gq68AAC,0015o000003uMSpAAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T16:20:14.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T16:20:14.000+0000,005OH0000071DK9YAM,2025-11-07T16:20:15.000+0000,005OH0000071DK9YAM,2025-11-07T16:20:15.000+0000,(780)440-0733,,jillian@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBhOcYAK,False,,23610065,0031600002DTJthAAH,0010A000002wNAgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS*** 11/07/2025

User having sign in issues, most likely MFA issue. 


****email chain*****

Hello Julian,

     This is Busayo from workspace support. I was just speaking with you regarding signing into workspace. Looks like the call dropped and I could not get a call back number from you. If you are still having issues signing, please let me know and we can set up a time that works best for you. So, we can get you signed in. If you require further assistance or have any questions, please do not hesitate to reach out. Have a good day!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T16:32:32.000+0000,False,False,005OH00000BFQFHYA5,2025-11-07T16:23:33.000+0000,005OH00000BFQFHYA5,2025-11-07T16:32:32.000+0000,005OH00000BFQFHYA5,2025-11-07T16:32:32.000+0000,(519)650-8111,,julian@vanceafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBi9OYAS,False,,23610116,003OH00000G2grfYAB,001OH00000JxNoyYAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Capintel through MGA,Medium,"Name: Fraz Mirza
Advisor or support staff: Advisor
Advisor Code: N/A
Advisor Name: 
Phone:		
Email: Fraz@rtfc.ca
1. Siebel verification: N/A
2. Last Login to Workspace: N/A

Issue: I am on the Canada Life Workspace through the MGA and am not able to find the “Capintel” option under tools. This is available through workspace DIRECT but not through MGA for me.

RESOLUTION: CONFIRMED ON KB0021771 AND CONFIRMED WITH KEVIN, MGA'S WON'T HAVE THIS OPTION.

sent follow up
------***DDS  11/07/2025***--------
Hello Fraz,

Thanks for contacting Workspace Support. 

Capintel is not available for Advisors through the MGA channel. Only direct Advisors have the option, this is the reason you’re seeing it under your Advisor Solutions association. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  




--------------------------------EMAIL RECEIVED FROM DM***DDS  11/07/2025***------------------------------
Hi Fraz.

I am including @CL Workspace Support in this email to assist you with your inquiry.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Fraz Mirza <Fraz@rtfc.ca> 
Sent: November 3, 2025 10:12 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Capintel through MGA

Hello, I am on the Canada Life Workspace through the MGA and am not able to find the “Capintel” option under tools. This is available through workspace DIRECT but not through MGA for me. How can I resolve this? Thank you Fraz Mirza
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello,

I am on the Canada Life Workspace through the MGA and am not able to find the “Capintel” option under tools. This is available through workspace DIRECT but not through MGA for me.

How can I resolve this?

Thank you

Fraz Mirza
Insurance Advisor, Registered Deposit Agent | Ross Taylor Financial Corporation
Investment Representative | Quadrus Investment Services Ltd.
 
Book an appointment today at https://calendly.com/fraz-rtfc
Follow me on my Facebook, Linkedin, Instagram, & YouTube. 
 
Ross Taylor Financial Corporation
4725 Dorchester Road, Unit B-3, Niagara Falls, ON L2E 0A8
P: 905.374.9550 | TF: 1.877.325.7677 | F: 905.374.0397
fraz@rtfc.ca | www.rtfc.ca",True,2025-11-07T16:29:18.000+0000,False,False,005OH00000AUS7aYAH,2025-11-07T16:24:21.000+0000,005OH00000AUS7aYAH,2025-11-07T16:29:18.000+0000,005OH00000AUS7aYAH,2025-11-07T16:29:18.000+0000,(905)374-9550,,fraz@rtfc.ca,(905)374-0397,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBicPYAS,False,,23610137,0035o000003Gq68AAC,0015o000003uMSpAAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T16:24:42.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T16:24:42.000+0000,005OH0000071DK9YAM,2025-11-07T16:24:43.000+0000,005OH0000071DK9YAM,2025-11-07T16:24:43.000+0000,(780)440-0733,,jillian@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBjlNYAS,False,,23610231,0030A0000029fdxQAA,0010A000002w3mAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:26:20.000+0000,False,False,005OH00000245RQYAY,2025-11-07T16:26:20.000+0000,005OH00000245RQYAY,2025-11-07T16:26:21.000+0000,005OH00000245RQYAY,2025-11-07T16:26:21.000+0000,(418)627-4447,,francois.bulcao@sfl.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBlGvYAK,False,,23610366,0035o000003Gq68AAC,0015o000003uMSpAAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T16:28:40.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T16:28:40.000+0000,005OH0000071DK9YAM,2025-11-07T16:28:41.000+0000,005OH0000071DK9YAM,2025-11-07T16:28:41.000+0000,(780)440-0733,,jillian@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBldVYAS,False,,23610401,0030A0000029atZQAQ,0010A000002vzxAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:29:14.000+0000,False,False,005OH000005URvxYAG,2025-11-07T16:29:14.000+0000,005OH000005URvxYAG,2025-11-07T16:29:14.000+0000,005OH000005URvxYAG,2025-11-07T16:29:14.000+0000,(780)945-2887,,glenn.office@uniserve.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBlnEYAS,False,,23611654,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:50:36.000+0000,False,False,005OH000005URvxYAG,2025-11-07T16:50:36.000+0000,005OH000005URvxYAG,2025-11-07T16:50:36.000+0000,005OH000005URvxYAG,2025-11-07T16:50:36.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBmOPYA0,False,,23613223,0030A0000029atZQAQ,0010A000002vzxAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:16:24.000+0000,False,False,005OH000005URvxYAG,2025-11-07T17:16:24.000+0000,005OH000005URvxYAG,2025-11-07T17:16:24.000+0000,005OH000005URvxYAG,2025-11-07T17:16:24.000+0000,(780)945-2887,,glenn.office@uniserve.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBmeUYAS,False,,23611679,0031600002YzYlBAAV,0010A000002wOFeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:51:03.000+0000,False,False,0055o000002KxaMAAS,2025-11-07T16:51:03.000+0000,0055o000002KxaMAAS,2025-11-07T16:51:04.000+0000,0055o000002KxaMAAS,2025-11-07T16:51:04.000+0000,(403)966-4478,(403) 966-4478,peter.rowe@hitsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBoTOYA0,False,,23613925,0030A0000029msxQAA,0010A000002w9ouQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:28:16.000+0000,False,False,005OH000005URvxYAG,2025-11-07T17:28:16.000+0000,005OH000005URvxYAG,2025-11-07T17:28:16.000+0000,005OH000005URvxYAG,2025-11-07T17:28:16.000+0000,(780)608-7797,(780) 668-2289,tim@vantfinancial.com,(780)608-7726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBoptYAC,False,,23610736,003OH00000JA20uYAD,001OH00000NT94QYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"****DDS****11/07/25 

User confirmed the issue has been resolved. Referred user to CLTP for more support on Conquest payment due dates and receipts.

****DDS****11/03/25 

Caller name: PAUL BETHEL
phone number: 902-789-7285
Caller email address: Paul@paulbethel.ca
What happens when they try to click through? Error message
What exact error message is received?  Error creating plan. Please contact your administrator
When did it last work? 
Browser being used: Edge
Full Page Screenshot: attached
 
===========================================================================================

****Email Chain****

Good morning Paul,

Hope you’re doing great, and my email finds you well.

I’m so glad to hear that the issue has been resolved and you now have access to Conquest. For inquiries related to Conquest payment due dates and receipts, kindly reach out to this department via email: canadalifetechnologyprogram@canadalife.com.

If you have additional questions or require further support, please do not hesitate to reach out to us.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Paul Bethel <Paul@paulbethel.ca> 
Sent: November 6, 2025 8:23 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: URGENT REQUEST: Conquest Error Message - INC1840625

Thank you, the issue has been resolved. On another note, I would like to know when I need to make a payment for my Conquest enrollment. I’ve been using the software for the past year but haven’t made a monthly payment yet. Can you please let
ZjQcmQRYFpfptBannerStart
Be careful with this message - Soyez prudent avec ce courriel. 
The sender's email domain has only been active for a short period of time and could be unsafe. - Le nom de domaine du courriel de l’expéditeur n’est actif que depuis peu de temps et pourrait ne pas être sûr. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you, the issue has been resolved.

On another note, I would like to know when I need to make a payment for my Conquest enrollment. I’ve been using the software for the past year but haven’t made a monthly payment yet. Can you please let me know how and when I must make a payment? I will also need a receipt to claim as a business expense come tax time.

Thank you,
Paul.

Paul Bethel, CFP®, CLU®, CIM®
Financial Planning Consultant
230 States Lane
Beechville, NS B3T 2H8
Mobile: 902-789-7285
paul@paulbethel.ca


This email (including any attachments) is confidential and is intended only for the use of the addressee(s). The contents may contain personal and/or privileged information. Receipt of this e-mail by anyone other than the intended recipient(s) does not constitute waiver of any privilege.  If you have received this email in error, do not distribute, copy, disclose, or use this email. Please notify the sender immediately, and delete all versions of this email and any attachments. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 3, 2025 7:23 PM
To: Paul Bethel <Paul@paulbethel.ca>
Subject: RE: URGENT REQUEST: Conquest Error Message - INC1840625

Good day Paul,

Thank you for contacting Workspace Support regarding Conquest.

This issue has been escalated to the Digital Lab for further review. Once there is an update, we will reach out to you.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Paul Bethel <Paul@paulbethel.ca> 
Sent: November 3, 2025 8:02 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] URGENT REQUEST: Conquest Error Message

Hi there, I created a new prospect in my Workspace and when I go to launch a new Conquest plan I keep getting an error message (see attached screen snapshot). The prospects are David and Lynn Lrm. Please help me get this fixed asap so I can

Hi there,

I created a new prospect in my Workspace and when I go to launch a new Conquest plan I keep getting an error message (see attached screen snapshot). The prospects are David and Lynn Lrm.

Please help me get this fixed asap so I can create a Conquest plan for them.

Thank you,
Paul.

Paul Bethel, CFP®, CLU®, CIM®
Financial Planning Consultant
230 States Lane
Beechville, NS B3T 2H8
Mobile: 902-789-7285
paul@paulbethel.ca

Book a meeting with me


This email (including any attachments) is confidential and is intended only for the use of the addressee(s). The contents may contain personal and/or privileged information. Receipt of this e-mail by anyone other than the intended recipient(s) does not constitute waiver of any privilege.  If you have received this email in error, do not distribute, copy, disclose, or use this email. Please notify the sender immediately, and delete all versions of this email and any attachments. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-07T16:47:35.000+0000,False,False,005OH0000097FtCYAU,2025-11-07T16:34:56.000+0000,005OH0000097FtCYAU,2025-11-07T16:47:35.000+0000,005OH0000097FtCYAU,2025-11-07T16:47:35.000+0000,(902)789-7285,,paul@paulbethel.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBpCTYA0,False,,23610764,0031600002ISxINAA1,0010A000002wNN9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:35:21.000+0000,False,False,005OH0000030c5BYAQ,2025-11-07T16:35:21.000+0000,005OH0000030c5BYAQ,2025-11-07T16:35:22.000+0000,005OH0000030c5BYAQ,2025-11-07T16:35:22.000+0000,(705)645-3229,(705) 796-3037,zack.clarke@stratawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBqtNYAS,False,,23612353,0030A0000029eINQAY,0010A000002w2h6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS**** 11/7/2025
Workspace MFA issue resolved.

***email chain****
Hello Andrew,

     It was a pleasure assisting you today. Glad we were able to get you back into your account. If you do have any further questions or concerns, please do not hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T17:15:14.000+0000,False,False,005OH00000BFQFHYA5,2025-11-07T17:02:17.000+0000,005OH00000BFQFHYA5,2025-11-07T17:15:15.000+0000,005OH00000BFQFHYA5,2025-11-07T17:15:15.000+0000,(778)828-7226,(778) 828-7226,andrew.yen@coastcapitalsavings.com,(604)953-4300,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBr9RYAS,False,,23610961,003G0000018f7IyIAI,0010A000002wPOEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T16:38:53.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T16:38:53.000+0000,005OH0000071DK9YAM,2025-11-07T16:38:53.000+0000,005OH0000071DK9YAM,2025-11-07T16:38:53.000+0000,(403)244-7999X3,(403) 617-6717,kevin@hfgcanada.ca,(403)244-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBrMMYA0,False,,23611080,003OH00000WMTNWYA5,001OH00000dda8lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:40:55.000+0000,False,False,0055o000001h4cFAAQ,2025-11-07T16:40:55.000+0000,0055o000001h4cFAAQ,2025-11-07T16:40:55.000+0000,0055o000001h4cFAAQ,2025-11-07T16:40:55.000+0000,(204)929-2192,,brandyelliott@cfinance.biz,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBsgbYAC,False,,23611135,0030A0000029V1KQAU,0010A000002vv3pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:41:51.000+0000,False,False,0055o000001NWfMAAW,2025-11-07T16:41:51.000+0000,0055o000001NWfMAAW,2025-11-07T16:41:51.000+0000,0055o000001NWfMAAW,2025-11-07T16:41:51.000+0000,(905)814-6737,,victorhumilde@hotmail.com,(905)814-6738,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBtzGYAS,False,,23611814,0030A0000029jIBQAY,0010A000002w6pmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:53:42.000+0000,False,False,005OH000005URvxYAG,2025-11-07T16:53:42.000+0000,005OH000005URvxYAG,2025-11-07T16:53:42.000+0000,005OH000005URvxYAG,2025-11-07T16:53:42.000+0000,(780)413-4252X304,7804058331,irmac@shaw.ca,(780)413-4413,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBuH0YAK,False,,23613757,0035o000006q0UYAAY,0015o000007RXdXAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:25:01.000+0000,False,False,005OH000006owoYYAQ,2025-11-07T17:25:01.000+0000,005OH000006owoYYAQ,2025-11-07T17:25:02.000+0000,005OH000006owoYYAQ,2025-11-07T17:25:02.000+0000,(306)231-5524,,chelsea.duerr@thrivewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBvjSYAS,False,,23616040,0031600002bWBaVAAW,0010A000002wOJ6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:04:09.000+0000,False,False,0055o000002KxmIAAS,2025-11-07T18:04:09.000+0000,0055o000002KxmIAAS,2025-11-07T18:04:09.000+0000,0055o000002KxmIAAS,2025-11-07T18:04:09.000+0000,(905)769-0460X705,(647) 403-4233,john.lysack@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fBvkwYAC,False,,23611718,003G000001C49vgIAB,0010A000002wRmGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Conquest renewal,Medium,"Name: Jordan Bain
Advisor or support staff: Advisor
Advisor Code:
Advisor Name:  Jordan Bain
Phone:		
Email: Jordan.bain@ipcsecurities.com
1. Siebel verification: n/a
2. Last Login to Workspace: n/a

Issue: renew conquest 

RESOLUTION: SENT RENEWAL LINK FOR CONQUEST/CLOSING CASE.

sent follow up

-----------------------------------------***DDS  11/07/2025***-----------------------------
SENT FOLLOW UP/CLOSING CASE 
-----------------------------------------***DDS  11/07/2025***------------------------------
Hello Jordan,

Thank you for contacting Workspace Support regarding renewing your Conquest account.

Please follow this re-enrollment link below to get this setup again, thanks.

Canada Life Digital Toolkit Re-enrolment form

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com


--------------------------------EMAIL RECEIVED***DDS  11/07/2025***------------------------------

Hi There, 

Can I renew my conquest account.  Email is under jbain@eastportfinancial.com however please email me at Jordan.bain@ipcsecurities.com

Jordan Bain
Investment Advisor, IPC Securities Corporation
11 Collins St, Yarmouth NS B5A 3C5
jordan.bain@ipcsecurities.com
(902) 740-3928",True,2025-11-07T16:56:01.000+0000,False,False,005OH00000AUS7aYAH,2025-11-07T16:51:39.000+0000,005OH00000AUS7aYAH,2025-11-07T16:56:01.000+0000,005OH00000AUS7aYAH,2025-11-07T16:56:01.000+0000,(902)742-3195,,jordan.bain@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fC09XYAS,False,,23612378,003OH00000Mj9iXYAR,001OH00000RZcarYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:02:49.000+0000,False,False,0055o000001h4cFAAQ,2025-11-07T17:02:49.000+0000,0055o000001h4cFAAQ,2025-11-07T17:02:49.000+0000,0055o000001h4cFAAQ,2025-11-07T17:02:49.000+0000,(204)453-0103,,kknudsen@spectrum-financial.ca,(204)615-4136,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fC1K7YAK,False,,23612156,003G0000018f6ZCIAY,0010A000002wOWHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:59:10.000+0000,False,False,0055o000002KxaMAAS,2025-11-07T16:59:10.000+0000,0055o000002KxaMAAS,2025-11-07T16:59:10.000+0000,0055o000002KxaMAAS,2025-11-07T16:59:10.000+0000,(403)329-4209,(403) 382-8158,tom@pricefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fC3IfYAK,False,,23612169,0030A0000029V1KQAU,0010A000002vv3pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T16:59:20.000+0000,False,False,0055o000001NWfMAAW,2025-11-07T16:59:20.000+0000,0055o000001NWfMAAW,2025-11-07T16:59:21.000+0000,0055o000001NWfMAAW,2025-11-07T16:59:21.000+0000,(905)814-6737,,victorhumilde@hotmail.com,(905)814-6738,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fC3vXYAS,False,,23613377,0031600002cHPJPAA4,0010A000002wOJyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T17:18:51.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T17:18:51.000+0000,005OH0000071DK9YAM,2025-11-07T17:18:52.000+0000,005OH0000071DK9YAM,2025-11-07T17:18:52.000+0000,(613)748-3455,(613) 501-3055,callum@csutherlandfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fC4BWYA0,False,,23612358,003OH00000AY3KHYA1,001OH00000CkvPeYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:02:23.000+0000,False,False,005OH000006owoYYAQ,2025-11-07T17:02:23.000+0000,005OH000006owoYYAQ,2025-11-07T17:02:24.000+0000,005OH000006owoYYAQ,2025-11-07T17:02:24.000+0000,(306)634-4870,,katelyn.hutt@edwardjones.com,(877)335-0759,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fC4ecYAC,False,,23613977,003OH000007WMKqYAO,001OH000009G3MeYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS****11/07/25 
Called user - no response
Sent FU email to provide best time and date for a call back
=========================================================================================== 

****Email Chain****

Bonjour Natacha,

Nous avons reçu votre demande de changement d’adresse courriel.
 
Veuillez nous indiquer le jour et l'heure (fuseau horaire inclus) qui vous conviennent le mieux pour pouvoir vous assister.
J'espère avoir de vos nouvelles bientôt.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T17:40:26.000+0000,False,False,005OH0000097FtCYAU,2025-11-07T17:29:00.000+0000,005OH0000097FtCYAU,2025-11-07T17:57:18.000+0000,005OH0000097FtCYAU,2025-11-07T17:57:18.000+0000,(418)428-2837,,natacha@sfcv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fC5IrYAK,False,,23612347,003G0000018f6skIAA,0010A000002wOuTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"specifically wanting to talk to Kevin Thomas, reached out to Kevin and  will call back the advisor by 12:30 today.
============

Hi Percy,

Thank you for contacting the workspace support about wanting to personally speak to Kevin.

Unfortunately, Kevin is not available at the time of your call. I have reached out to Kevin and he confirmed that he can call you back around 12:30pm today.

Appreciate you’re understanding on this matter and have a good day.",True,2025-11-07T17:12:49.000+0000,False,False,005OH00000BFPZHYA5,2025-11-07T17:02:08.000+0000,005OH00000BFPZHYA5,2025-11-07T17:20:03.000+0000,005OH00000BFPZHYA5,2025-11-07T17:20:03.000+0000,(905)332-3400,(905) 631-5673,percy.pierre@hudsonwealth.ca,(905)332-3999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fC8K6YAK,False,,23616085,003OH00000AwSscYAF,001OH00000DCnzzYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:04:54.000+0000,False,False,005OH000005URvxYAG,2025-11-07T18:04:54.000+0000,005OH000005URvxYAG,2025-11-07T18:04:54.000+0000,005OH000005URvxYAG,2025-11-07T18:04:54.000+0000,(780)716-2938,,wangcg519@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fC8biYAC,False,,23613877,0030A0000029X3IQAU,0010A000002vwifQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:27:09.000+0000,False,False,005OH000005URvxYAG,2025-11-07T17:27:09.000+0000,005OH000005URvxYAG,2025-11-07T17:27:10.000+0000,005OH000005URvxYAG,2025-11-07T17:27:10.000+0000,(780)668-1770,,jason@zdybfinancials.com,(780)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCBg3YAG,False,,23613429,0035o000007BC9CAAW,0015o000007qrfoAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:19:29.000+0000,False,False,005OH000006owoYYAQ,2025-11-07T17:19:29.000+0000,005OH000006owoYYAQ,2025-11-07T17:19:29.000+0000,005OH000006owoYYAQ,2025-11-07T17:19:29.000+0000,(250)729-0904,,carter.doerksen@ig.ca,(250)729-0908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCBzNYAW,False,,23613076,003G0000018f6tuIAA,0010A000002wOvnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:13:54.000+0000,False,False,005OH000001cCPNYA2,2025-11-07T17:13:54.000+0000,005OH000001cCPNYA2,2025-11-07T17:13:55.000+0000,005OH000001cCPNYA2,2025-11-07T17:13:55.000+0000,(604)438-1232,(778) 882-4575,adeline@adelinelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCC0zYAG,False,,23613077,003OH000008bHdDYAU,001OH00000AQiZBYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:13:56.000+0000,False,False,005OH000006owoYYAQ,2025-11-07T17:13:56.000+0000,005OH000006owoYYAQ,2025-11-07T17:13:56.000+0000,005OH000006owoYYAQ,2025-11-07T17:13:56.000+0000,(306)757-3511,,brayden.kuski@ig.ca,(306)352-3171,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCE9FYAW,False,,23613296,0030A0000029jRsQAI,0010A000002w6yBQAQ,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,Plan #136970 - MORRIS -,Medium,"Confirmation termination was handled. I confirmed it's terminated and gave him the IHS number for any further follow up.

AI: The customer called to confirm the cancellation of his late father's health insurance policy. The agent was able to locate the account and confirm that the policy was terminated effective August 31, 2025 due to the customer's father's passing. The agent also noted that the credit balance from the father's policy was transferred to the customer's stepmother's new account. The agent will send the customer a confirmation email with the policy details and the contact information for the service line if the customer has any further questions.",True,2025-11-07T17:26:43.000+0000,False,False,0055o0000026yueAAA,2025-11-07T17:17:39.000+0000,0055o0000026yueAAA,2025-11-07T17:26:43.000+0000,0055o0000026yueAAA,2025-11-07T17:26:43.000+0000,(613)424-5977,,wally.morris@investia.ca,(613)424-5904,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000026yueAAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCFa6YAG,False,,23616470,0035o000005vQJJAA2,0015o000006TKjTAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:11:39.000+0000,False,False,005OH000005URvxYAG,2025-11-07T18:11:39.000+0000,005OH000005URvxYAG,2025-11-07T18:11:39.000+0000,005OH000005URvxYAG,2025-11-07T18:11:39.000+0000,(780)901-9663,,nikhil.satyamfinancials@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCIRQYA4,False,,23615418,0030A0000029imNQAQ,0010A000002w6PvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:53:25.000+0000,False,False,0055o000002KxmIAAS,2025-11-07T17:53:25.000+0000,0055o000002KxmIAAS,2025-11-07T17:53:26.000+0000,0055o000002KxmIAAS,2025-11-07T17:53:26.000+0000,(416)566-7770,,nicole@advisoronthego.ca,(855)312-0357,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCJVaYAO,False,,23615465,0030A0000029k4bQAA,0010A000002w7SsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"user called to access mfa on his new phone.
Authenticated user.
disconncet and reconnect authenticator.
EMAIL=====================
Hello Gary,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with your MFA Authenticator reset.
On our call today we disconnect your old Authenticator connection and reconnect with salesforce Authenticator on your new device.
You were able to log in and gain access to workspace account.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T18:04:39.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-07T17:54:17.000+0000,005OH00000AZ3ZxYAL,2025-11-07T18:04:39.000+0000,005OH00000AZ3ZxYAL,2025-11-07T18:04:39.000+0000,(902)429-2422,(902) 449-9425,gmacneil@himmelman.ca,(902)429-0807,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCK3NYAW,False,,23613970,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:28:57.000+0000,False,False,005OH000004pk06YAA,2025-11-07T17:28:57.000+0000,005OH000004pk06YAA,2025-11-07T17:28:57.000+0000,005OH000004pk06YAA,2025-11-07T17:28:57.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCKjJYAW,False,,23614039,0030A0000029lxCQAQ,0010A000002w8zeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:29:57.000+0000,False,False,005OH000005URvxYAG,2025-11-07T17:29:57.000+0000,005OH000005URvxYAG,2025-11-07T17:29:58.000+0000,005OH000005URvxYAG,2025-11-07T17:29:58.000+0000,(780)709-0711,,dan@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCLUHYA4,False,,23617040,003OH000001MFJHYA4,001OH000001bxjnYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:21:10.000+0000,False,False,005OH000004oiYEYAY,2025-11-07T18:21:10.000+0000,005OH000004oiYEYAY,2025-11-07T18:21:10.000+0000,005OH000004oiYEYAY,2025-11-07T18:21:10.000+0000,(519)871-3340,,awyseman@gmail.com,(844)220-3756,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCPSwYAO,False,,23616751,003G0000018f6UuIAI,0010A000002wORbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:16:29.000+0000,False,False,005G0000002gyDJIAY,2025-11-07T18:16:29.000+0000,005G0000002gyDJIAY,2025-11-07T18:16:29.000+0000,005G0000002gyDJIAY,2025-11-07T18:16:29.000+0000,(780)409-8908,(780) 499-3700,peter@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCQNLYA4,False,,23616627,003G0000018f71HIAQ,0010A000002wP4bQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Unable to complete application due to an error something went wrong - TAN - INC1848155

=======================

Hi Sean,

Thank you for contacting the workspace support about an issue in completing a simple protect new application getting something went wrong – TAN error.

We have gone through some steps to identify the cause of the issue and have this situation escalated for further investigation. Rest assured that I will work on this case and will provide you an update once everything is fix.

Thank you for your patience and you enjoy the rest of your day.

Hi Sean,

I got a confirmation that everything is updated. Please go ahead and proceed with the completion.

Please don’t hesitate to inform me if you are still experiencing the situation so I can go over it again.

Appreciate your understanding and patience on this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Good morning Randy!

Yay! Thank you very much I was able to submit the application. 😃 

Thank you very much for your help with this it is greatly appreciated!!!

I hope you have a great rest of the day and week!

Cheers!
Sean",True,2025-11-10T14:36:13.000+0000,False,False,005OH00000BFPZHYA5,2025-11-07T18:13:52.000+0000,005OH00000BFPZHYA5,2025-11-10T16:34:34.000+0000,005OH00000BFPZHYA5,2025-11-10T16:34:34.000+0000,(705)363-5960,(705) 363-5960,sean@pwminc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCR1dYAG,False,,23614617,003OH000001U7jTYAS,001OH000001mKLpYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:40:02.000+0000,False,False,005OH00000865wTYAQ,2025-11-07T17:40:02.000+0000,005OH00000865wTYAQ,2025-11-07T17:40:02.000+0000,005OH00000865wTYAQ,2025-11-07T17:40:02.000+0000,(587)456-0365,,laura.brown@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCRL2YAO,False,,23615040,0030A0000029g8eQAA,0010A000002w4CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:47:18.000+0000,False,False,005OH000005URvxYAG,2025-11-07T17:47:18.000+0000,005OH000005URvxYAG,2025-11-07T17:47:19.000+0000,005OH000005URvxYAG,2025-11-07T17:47:19.000+0000,(780)433-0444,(780) 289-7862,shelley@sheltryn.ca,(866)403-6889,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCSCGYA4,False,,23615420,003OH00000IL8LCYA1,001OH00000MWbPlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:53:29.000+0000,False,False,005OH000005URvxYAG,2025-11-07T17:53:29.000+0000,005OH000005URvxYAG,2025-11-07T17:53:29.000+0000,005OH000005URvxYAG,2025-11-07T17:53:29.000+0000,(780)618-6329,,tom.plocica@ts-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCSP7YAO,False,,23614724,0035o000006kUoUAAU,0015o000007KzYEAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:41:54.000+0000,False,False,005OH000006owoYYAQ,2025-11-07T17:41:54.000+0000,005OH000006owoYYAQ,2025-11-07T17:41:54.000+0000,005OH000006owoYYAQ,2025-11-07T17:41:54.000+0000,(306)780-9700,(306) 780-9739,christina.trithart@nbpcd.com,(306)780-9712,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCU4NYAW,False,,23615967,0030A0000029laWQAQ,0010A000002w8jQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:03:17.000+0000,False,False,005G0000002gyDJIAY,2025-11-07T18:03:17.000+0000,005G0000002gyDJIAY,2025-11-07T18:03:18.000+0000,005G0000002gyDJIAY,2025-11-07T18:03:18.000+0000,(204)489-1308,,barry@twerdunwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCVOhYAO,False,,23617446,0030A0000029c71QAA,0010A000002w0vXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:28:26.000+0000,False,False,005OH000004oiYEYAY,2025-11-07T18:28:26.000+0000,005OH000004oiYEYAY,2025-11-07T18:28:27.000+0000,005OH000004oiYEYAY,2025-11-07T18:28:27.000+0000,(519)680-3043,5199029293,cmaaskant@ipcadvisor.com,(519)680-3447,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCVmtYAG,False,,23617839,0035o000007WVG1AAO,0015o000008CzyIAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Error in Conquest - Sandra Ellis,Medium,"Name: AMANDA FUHR
Advisor or support staff: Advisor support
Advisor Code:
Advisor Name: Richard John Coward
Phone:		
Email: amandafuhr@blacksfinancial.ca
1. Siebel verification:
2. Last Login to Workspace:

Issue:  We are trying to access and create a financial plan for our client Sandra Ellis. 
Both Rick and myself cannot access Conquest, we get the the error to contact administrator. See screenshot attached. I also included the web address for you to review. https://app.prod.canadalife.conquestplanning.com/create-plan?clientId=0015o000007G3kSAAS&owner=rickcoward@blacksfinancial.ca.workspace

FINDINGS: 
checked KB0023350, advisor isn't on the GBP 2025 Deprovisioning list
KB0021887, will need to send a SNOW ticket in to Digital Hub - Application Support
screenshot of error attached to this case

sent follow up requesting additional information. 

--------------------------------------***DDS  11/11/2025***--------------------------
RESOLUTION: NO RESPONSE , SENT FOLLOW UP/CLOSING TICKET
--------------------------------------***DDS  11/11/2025***--------------------------
Good morning Amanda,

Following up on the email below as we have not received a response and will close the ticket. 

If you’re still experiencing issues, do let us know and please provide the requested information below, thanks.

•	Advisor's complete name – Richard John Coward
•	Advisor code - 
•	Best Contact phone number
•	Advisor email address
•	When did it last work?
•	Is it all clients or just Sandra Ellis?
•	Can you create new plans?

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



------***DDS  11/07/2025***--------
Hello Amanda,

Thank you for contacting Workspace Support. 

Please provide us with answers to the below questions so we can further investigate this issue, thanks.

•	Advisor's complete name – Richard John Coward
•	Advisor code - 
•	Best Contact phone number
•	Advisor email address
•	When did it last work?
•	Is it all clients or just Sandra Ellis?
•	Can you create new plans?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 






--------------------EMAIL RECEIVED-----------------
--------------------------------***DDS  11/07/2025***------------------------------
Good Afternoon, 

We are trying to access and create a financial plan for our client Sandra Ellis. 

Both Rick and myself cannot access Conquest, we get the the error to contact administrator. See screenshot attached. I also included the web address for you to review. https://app.prod.canadalife.conquestplanning.com/create-plan?clientId=0015o000007G3kSAAS&owner=rickcoward@blacksfinancial.ca.workspace

Please correct this error so that we can proceed with the financial plan.

Regards,",True,2025-11-11T16:27:14.000+0000,False,False,005OH00000AUS7aYAH,2025-11-07T18:34:34.000+0000,005OH00000AUS7aYAH,2025-11-11T16:27:14.000+0000,005OH00000AUS7aYAH,2025-11-11T16:27:14.000+0000,(519)284-1340,,amandafuhr@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCVoPYAW,False,,23615088,0030A0000029oeBQAQ,0010A000002wBGJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:47:55.000+0000,False,False,005OH000006owoYYAQ,2025-11-07T17:47:55.000+0000,005OH000006owoYYAQ,2025-11-07T17:47:55.000+0000,005OH000006owoYYAQ,2025-11-07T17:47:55.000+0000,(306)384-5977,(306) 291-9501,deah@fitfinancialinc.com,(306)384-4936,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCWPVYA4,False,,23615169,0035o000005iMFnAAM,0010A000002vwNrQAI,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,"the user requested a client listing, but they require TPA for the codes they provided",True,2025-11-07T17:49:11.000+0000,False,False,005OH000002iN7rYAE,2025-11-07T17:49:11.000+0000,005OH000002iN7rYAE,2025-11-07T17:49:11.000+0000,005OH000002iN7rYAE,2025-11-07T17:49:11.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCZvFYAW,False,,23615525,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:55:18.000+0000,False,False,005OH000005URvxYAG,2025-11-07T17:55:18.000+0000,005OH000005URvxYAG,2025-11-07T17:55:19.000+0000,005OH000005URvxYAG,2025-11-07T17:55:19.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCbsDYAS,False,,23615726,0030A0000029gxiQAA,0010A000002w4u6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T17:58:51.000+0000,False,False,005OH000005URvxYAG,2025-11-07T17:58:51.000+0000,005OH000005URvxYAG,2025-11-07T17:58:51.000+0000,005OH000005URvxYAG,2025-11-07T17:58:51.000+0000,(587)876-0274,,charissa.cummings@servus.ca,(403)340-1176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCcgEYAS,False,,23616164,0035o000003UHx2AAG,0015o0000047XJxAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:06:01.000+0000,False,False,005OH000005URvxYAG,2025-11-07T18:06:01.000+0000,005OH000005URvxYAG,2025-11-07T18:06:01.000+0000,005OH000005URvxYAG,2025-11-07T18:06:01.000+0000,(780)464-7550,,tom@tomcorsmeier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCdVpYAK,False,,23615874,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:01:23.000+0000,False,False,005OH000005URvxYAG,2025-11-07T18:01:23.000+0000,005OH000005URvxYAG,2025-11-07T18:01:24.000+0000,005OH000005URvxYAG,2025-11-07T18:01:24.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCe75YAC,False,,23620985,0030A0000029nAhQAI,0010A000002wA4SQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:22:59.000+0000,False,False,005G0000002gyDJIAY,2025-11-07T19:22:59.000+0000,005G0000002gyDJIAY,2025-11-07T19:22:59.000+0000,005G0000002gyDJIAY,2025-11-07T19:22:59.000+0000,(780)398-2041,,weaselcreek@gmail.com,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCgS8YAK,False,,23617889,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:35:18.000+0000,False,False,005OH000005URvxYAG,2025-11-07T18:35:18.000+0000,005OH000005URvxYAG,2025-11-07T18:35:18.000+0000,005OH000005URvxYAG,2025-11-07T18:35:18.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fChWFYA0,False,,23619056,003G0000018f6ouIAA,0010A000002wOqeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:53:06.000+0000,False,False,005OH000001cCPNYA2,2025-11-07T18:53:06.000+0000,005OH000001cCPNYA2,2025-11-07T18:53:06.000+0000,005OH000001cCPNYA2,2025-11-07T18:53:06.000+0000,(604)836-3030,(604) 836-3030,sunita@eunoiafinancial.ca,(604)732-6320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCi48YAC,False,,23617521,003G0000018f6wIIAQ,0010A000002wOyAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,incorrect address and phone number.,Medium,"***DDS*** 11/07/25
Name: Stephanie Stewart 

Email: Hello Stephanie,

Thank you for contacting the Workspace support group regarding incorrect address and phone number.

Your address and phone number information is correct from what we see from your head office file.   

Since Workspace support does not have any affiliation with letters/notices we cannot confirm the details of the letter, we would recommend you contact Client Service Center @ 1-888-252-1847 in reagrds to the letter.   

You can also email contact & compensation to confirm address and phone number at email address:  contracts&compensation@canadalife.com  

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Stephanie Stewart CFP <stephanie@affluencepartners.com> 
Sent: November 6, 2025 9:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Stewart, Stephanie <stephanie@affluencepartners.com>
Subject: 23617521 - [EXT] Workspace data is wrong, client is getting notices with another advisor's address and our Name.

Hi, I am hoping you can help with getting my information corrected on the notices going out to clients. Attached is Holly Clark’s notice from September 2025. The address and phone number is for another Advisor who has NEVER been her advisor. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 
Hi, 
 
I am hoping you can help with getting my information corrected on the notices going out to clients.
 
Attached is Holly Clark’s notice from September 2025.
 
The address and phone number is for another Advisor who has NEVER been her advisor.
 
There must be something wrong on the data load when transitioning the policy to Workspace.  Would you please investigate?
 
I’ve attached a scan and have “Pen Amended”  what the proper address is.
 
 
Warm regards,
 
Stephanie
 
Stephanie Stewart CFP, CLU, CEA, CHS, FMA, TEP 
Certified Financial Planner
 
Affluence Partners Inc.
4000 4th Street SE, Building 200, Suite 218
Calgary, Alberta T2G 2W3
Direct: 587-316-2336 
Mobile: 403-614-5789 
Fax: 1-877-211-6637
Email: stephanie@affluencepartners.com                              
Web: www.affluencepartners.com          
 
Appointments by referral only. Please don’t keep me a secret! 😊
Proud member of ADVOCIS The Financial Advisors Association",True,2025-11-07T18:53:34.000+0000,False,False,005OH00000BGeeHYAT,2025-11-07T18:29:38.000+0000,005OH00000BGeeHYAT,2026-01-14T15:34:14.000+0000,005OH00000BGeeHYAT,2026-01-14T15:34:14.000+0000,(877)211-2633,(403) 614-5789,stephanie@affluencepartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCj0BYAS,False,,23617519,0030A0000029a72QAA,0010A000002vzKTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:29:36.000+0000,False,False,005G0000002gxxjIAA,2025-11-07T18:29:36.000+0000,005G0000002gxxjIAA,2025-11-07T18:29:36.000+0000,005G0000002gxxjIAA,2025-11-07T18:29:36.000+0000,(514)839-5366,,jennifer.rizk1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCjGHYA0,False,,23616433,0030A000001Xj4CQAS,0010A000002wNI2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,INC1847893: Email address change,Medium,"Email sent to: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>; Wiles, Ravella <ravella@fortunafg.ca>

Hello Ravella,

It was a pleasure speaking on the phone with you earlier regarding your email address change. To recap, we updated your Workspace account email address to:  ravella@fortunafg.ca    and made sure you were able to login successfully.

Regarding the change of your email address on Siebel, we’ve gone ahead and included Contracts & Licensing on this email thread to assist with the update.

@Contracts & Licensing, Canada Life  Advisor RAVELLA WILES, code: F6721, would like their email address on Siebel to be updated. Could you please help him with his request below?

Email address on Siebel: ravella@retirerite.ca
New email address: ravella@fortunafg.ca

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T18:29:46.000+0000,False,False,005OH00000AbCcLYAV,2025-11-07T18:10:55.000+0000,005OH00000AbCcLYAV,2025-11-07T18:29:46.000+0000,005OH00000AbCcLYAV,2025-11-07T18:29:46.000+0000,(705)720-1475,(647) 886-2498,ravella@fortunafg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCjhiYAC,False,,23616532,0030A000003uVimQAE,0010A000004uG1JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"Advisor calling to ask that his licensed assistant Haley Ross have access to all in Workspace, Haley was told earlier today to have advisor call us.  Assist Desk confirmed that Haley does have full access. I will call/send an email to Haley to see exactly what she wants access to.
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 7, 2025 1:53 PM
To: 'haley@wealthplanatlantic.ca' <haley@wealthplanatlantic.ca>
Subject: Workspace access Case 23616532

Hello Haley, 

I am reaching out from the Workspace Support Team following a call we received from Greg Keith. Greg mentioned that you require access to Workspace. We see that you have delegate access to Greg’s books of business. Can you please let me know if there is something specific that you are not able to access. We will be happy to assist you!  

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Julie B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

From: Workspace Support 
Sent: November 7, 2025 1:42 PM
To: Keith, Greg (Keith Wealth) <greg@wealthplanatlantic.ca>
Subject: Workspace access for your assistant Case 23616532

Hello Greg, 

Thank you for contacting the Workspace Support Team regarding access for your assistant Haley. 

You called to ensure that Haley had access to your Workspace. We confirmed that Haley has delegate access to your books of business. I will reach out to Haley to see if they are having issues with access and what specifically they are attempting to view. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 

If you could kindly spare less than 30 seconds (using this link:  survey ) to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Julie B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-07T18:35:48.000+0000,False,False,005OH00000BFQFEYA5,2025-11-07T18:12:38.000+0000,005OH00000BFQFEYA5,2025-11-07T18:54:11.000+0000,005OH00000BFQFEYA5,2025-11-13T14:31:36.000+0000,(506)977-4691,,greg@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFEYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCkCRYA0,False,,23618860,003G000001IkUzfIAF,0010A000002wSCbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:50:20.000+0000,False,False,005OH000001cCPNYA2,2025-11-07T18:50:20.000+0000,005OH000001cCPNYA2,2025-11-07T18:50:20.000+0000,005OH000001cCPNYA2,2025-11-07T18:50:20.000+0000,(778)866-7475,,ian@dldfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCkaZYAS,False,,23617645,0030A0000029gHEQAY,0010A000002w4L6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:31:29.000+0000,False,False,005OH000004pk06YAA,2025-11-07T18:31:29.000+0000,005OH000004pk06YAA,2025-11-07T18:31:29.000+0000,005OH000004pk06YAA,2025-11-07T18:31:29.000+0000,(416)266-2467,,bvaduva@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCkvVYAS,False,,23616577,0030A0000029i7eQAA,0010A000002w5t5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:13:13.000+0000,False,False,005OH000005URvxYAG,2025-11-07T18:13:13.000+0000,005OH000005URvxYAG,2025-11-07T18:13:14.000+0000,005OH000005URvxYAG,2025-11-07T18:13:14.000+0000,(587)402-8590,,paulla@adamitzfinancial.com,(800)740-4002,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fClhuYAC,False,,23616696,003OH00000Pzs1tYAB,001OH00000VdLVvYAN,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Workspace Support - Workspace,Medium,"Richard Chiu

im calling on behalf of the advisors office, it says we have 2fa set up.
advised that only the advisor is allowed to set up the 2fa for their own account
They advised that they dont know who set it up, 
advised this could be a breach situation if they didn't realize who set up the account since it requires the ID and password of the account owner to set up authenticator",False,,False,False,005OH000008919xYAA,2025-11-07T18:15:24.000+0000,005OH000008919xYAA,2025-11-07T18:53:33.000+0000,005OH000008919xYAA,2025-11-07T18:53:33.000+0000,(604)362-3630,,rchiu@penderpoint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCmXaYAK,False,,23618110,0030A0000029bh6QAA,0010A000002w0YqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:38:56.000+0000,False,False,005G0000002gxxjIAA,2025-11-07T18:38:56.000+0000,005G0000002gxxjIAA,2025-11-07T18:38:56.000+0000,005G0000002gxxjIAA,2025-11-07T18:38:56.000+0000,(514)814-3711,,gilles.desmarais@videotron.ca,(514)666-3711,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCnWpYAK,False,,23617189,0030A00000A1kntQAB,0010A00000AanF1QAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:23:50.000+0000,False,False,005OH000004oiYEYAY,2025-11-07T18:23:50.000+0000,005OH000004oiYEYAY,2025-11-07T18:23:50.000+0000,005OH000004oiYEYAY,2025-11-07T18:23:50.000+0000,(519)626-9685,2262290239,bob.taylor@ipcsecurities.com,(519)626-8692,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCq89YAC,False,,23618249,0035o000005kYUgAAM,0015o000006JDRQAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:41:09.000+0000,False,False,005OH000004pk06YAA,2025-11-07T18:41:09.000+0000,005OH000004pk06YAA,2025-11-07T18:41:09.000+0000,005OH000004pk06YAA,2025-11-07T18:41:09.000+0000,(289)200-4611,,jcmhope@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCsZnYAK,False,,23621413,003OH000007JvRdYAK,001OH0000091fqPYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:30:19.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T19:30:19.000+0000,005OH000004Ir1xYAC,2025-11-07T19:30:19.000+0000,005OH000004Ir1xYAC,2025-11-07T19:30:19.000+0000,(780)940-5217,,ylabbe@cifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCwogYAC,False,,23618671,0030A0000029hMPQAY,0010A000002w5H1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"****DDS****11/7/2025
User was having issues signing into workspace.

***email chain****

Hello Tatyana, 

      It was a pleasure assisting you today, Glad we were able to get you back into your account. If you do have any additional questions or concerns, please do not hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T19:00:35.000+0000,False,False,005OH00000BFQFHYA5,2025-11-07T18:47:22.000+0000,005OH00000BFQFHYA5,2025-11-07T19:17:02.000+0000,005OH00000BFQFHYA5,2025-11-07T19:17:02.000+0000,(416)814-2322Xx103,,tsubbota@yahoo.com,(905)695-0848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCxzCYAS,False,,23618513,0035o000004ZAXlAAO,0015o0000057wFGAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:44:55.000+0000,False,False,005OH000001cCPNYA2,2025-11-07T18:44:55.000+0000,005OH000001cCPNYA2,2025-11-07T18:44:55.000+0000,005OH000001cCPNYA2,2025-11-07T18:44:55.000+0000,(604)812-9889,,jeewoon.ha@flci.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fCzl0YAC,False,,23621138,0035o000007icX3AAI,001G000000urMwEIAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T19:25:42.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T19:25:42.000+0000,005OH0000071DK9YAM,2025-11-07T19:25:43.000+0000,005OH0000071DK9YAM,2025-11-07T19:25:43.000+0000,(613) 771-0403,,sharonwilson@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fD0AlYAK,False,,23620082,003G0000018f6l8IAA,0010A000002wOmsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:08:54.000+0000,False,False,0050A000000WjqvQAC,2025-11-07T19:08:54.000+0000,0050A000000WjqvQAC,2025-11-07T19:08:55.000+0000,0050A000000WjqvQAC,2025-11-07T19:08:55.000+0000,(613)858-3892,6138583892,jeff@ciigroup.ca,(613)748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fD0HAYA0,False,,23618387,0031600002NTvN1AAL,0010A000002wNifQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T18:43:12.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T18:43:12.000+0000,005OH0000071DK9YAM,2025-11-07T18:43:13.000+0000,005OH0000071DK9YAM,2025-11-07T18:43:13.000+0000,(506)857-6835,(506) 531-5660,jeremy@axisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fD1jSYAS,False,,23618580,0035o0000035P1wAAE,0015o000003k4WdAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:46:01.000+0000,False,False,005G0000002gyDJIAY,2025-11-07T18:46:01.000+0000,005G0000002gyDJIAY,2025-11-07T18:46:02.000+0000,005G0000002gyDJIAY,2025-11-07T18:46:02.000+0000,(431)317-5791,,justus.alleyn@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fD3IHYA0,False,,23619087,0030A0000029narQAA,0010A000002wAR6QAM,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Workspace Support - Workspace,Medium,,False,,False,False,005OH000008919xYAA,2025-11-07T18:53:39.000+0000,005OH000008919xYAA,2025-11-07T19:08:29.000+0000,005OH000008919xYAA,2025-11-07T19:08:29.000+0000,(613)782-1193,,jane.macilroy@td.com,(613)782-1182,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fD5MVYA0,False,,23620049,0030A0000029mFBQAY,0010A000002w9EtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:08:25.000+0000,False,False,005OH000003ds0PYAQ,2025-11-07T19:08:25.000+0000,005OH000003ds0PYAQ,2025-11-07T19:08:26.000+0000,005OH000003ds0PYAQ,2025-11-07T19:08:26.000+0000,(613)634-1664X227,,munia@on.aibn.com,(613)634-1667,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fD5wkYAC,False,,23618596,0030A000007d8C3QAI,0010A000008Ul8rQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:46:18.000+0000,False,False,0050A000001rl3wQAA,2025-11-07T18:46:18.000+0000,0050A000001rl3wQAA,2025-11-07T18:46:19.000+0000,0050A000001rl3wQAA,2025-11-07T18:46:19.000+0000,(778)889-8280,,hello@angelynsy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fD7PvYAK,False,,23619657,0030A000001aTFmQAM,0010A000002wN0xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T19:02:20.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T19:02:20.000+0000,005OH0000071DK9YAM,2025-11-07T19:02:21.000+0000,005OH0000071DK9YAM,2025-11-07T19:02:21.000+0000,(613)937-7755,(613) 937-7755,brandonbrisbois@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fD7fCYAS,False,,23619045,0030A0000029iDZQAY,0010A000002w5yNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:52:54.000+0000,False,False,005OH000002N6huYAC,2025-11-07T18:52:54.000+0000,005OH000002N6huYAC,2025-11-07T18:52:54.000+0000,005OH000002N6huYAC,2025-11-07T18:52:54.000+0000,(819)829-2225,8194326230,info@katialalancette.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fD8jMYAS,False,,23620130,0030A000001ZibaQAC,0010A000002wMzvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T19:09:43.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T19:09:43.000+0000,005OH0000071DK9YAM,2025-11-07T19:09:44.000+0000,005OH0000071DK9YAM,2025-11-07T19:09:44.000+0000,(306) 359-1999,,lance@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDATPYA4,False,,23619255,003G0000018f6UpIAI,0010A000002wORWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T18:56:13.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T18:56:13.000+0000,005OH0000071DK9YAM,2025-11-07T18:56:13.000+0000,005OH0000071DK9YAM,2025-11-07T18:56:13.000+0000,(905)480-0344,,isaac.lazar@lazarwealth.com,(905)480-0328,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDAYEYA4,False,,23619896,003G0000018f74zIAA,0010A000002wP8JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Issue resolved,Medium,"Called the advisor MATTHEW FELKER	(613) 258-1997

Email sen to: Cleary, Natasha <Natasha.Cleary@canadalife.com>; Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Hazeu, Sarah <Sarah.Hazeu@canadalife.com>

Hi Sarah,

Thank you for reaching out to Workspace Support team!

I checked on Workspace, and policy 2337563 is available and viewable under the advisor’s account in Workspace (Advisor Solutions).

Additionally, I contacted their office, and Amanda, one of their associates, confirmed that the advisor now has access to the policy.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 





From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: November 7, 2025 9:56 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Cleary, Natasha <Natasha.Cleary@canadalife.com>; Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: AAP Office - AOR transfer request - Joseph Chaput 2337563 AORT 

Hi Team,

I can confirm that GWL policy 2337563 is coded to 165980 and is linked to W5471. Matthew is saying he is not able to see the client on WS. Can you please review his access and the policy from WS side of things and escalate to the lab as needed?

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-07T19:19:48.000+0000,False,False,005OH00000AbCcLYAV,2025-11-07T19:06:05.000+0000,005OH00000AbCcLYAV,2025-11-07T19:19:48.000+0000,005OH00000AbCcLYAV,2025-11-07T19:19:48.000+0000,(613)258-1997,(613) 324-5336,matthew@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDBW2YAO,False,,23622217,0030A000002ElhYQAS,0010A0000031JYkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T19:42:45.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T19:42:45.000+0000,005OH0000071DK9YAM,2025-11-07T19:42:46.000+0000,005OH0000071DK9YAM,2025-11-07T19:42:46.000+0000,(780)459-5353,(780) 459-5353,nathan@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDBm5YAG,False,,23621465,0030A0000029pvgQAA,0010A000002wCHRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T19:31:17.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T19:31:17.000+0000,005OH0000071DK9YAM,2025-11-07T19:31:17.000+0000,005OH0000071DK9YAM,2025-11-07T19:31:17.000+0000,(780)459-5353,,kevin@tcwealth.ca,(780)459-0840,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDECrYAO,False,,23621723,003OH00000CDliAYAT,001OH00000EhR3KYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:35:20.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T19:35:20.000+0000,005OH000004Ir1xYAC,2025-11-07T19:35:20.000+0000,005OH000004Ir1xYAC,2025-11-07T19:35:20.000+0000,(403)253-4840,,gurjit.sran@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDEwnYAG,False,,23619327,003G000001LKSGwIAP,0010A000002wSWeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T18:57:34.000+0000,False,False,005OH000002N6huYAC,2025-11-07T18:57:34.000+0000,005OH000002N6huYAC,2025-11-07T18:57:35.000+0000,005OH000002N6huYAC,2025-11-07T18:57:35.000+0000,(418)476-4559,,ccharest@efinances.vip,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDGtoYAG,False,,23621387,0030A0000029gMSQAY,0010A000002w4PvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:29:54.000+0000,False,False,005OH000003ds0PYAQ,2025-11-07T19:29:54.000+0000,005OH000003ds0PYAQ,2025-11-10T20:48:14.000+0000,005OH000003ds0PYAQ,2025-11-10T20:48:14.000+0000,(705)878-3530,(705) 878-3530,jennifer.mabee@igpwm.ca,(705)878-9066,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDIcEYAW,False,,23620027,0030A000002V44ZQAS,0010A000003HIPpQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:08:04.000+0000,False,False,005OH00000865wTYAQ,2025-11-07T19:08:04.000+0000,005OH00000865wTYAQ,2025-11-07T19:08:05.000+0000,005OH00000865wTYAQ,2025-11-07T19:08:05.000+0000,(587)989-8067,,pandong@alphafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDIdsYAG,False,,23623582,003OH00000WX8fYYAT,001OH00000dvSyvYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T20:06:18.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T20:06:18.000+0000,005OH000004Ir1xYAC,2025-11-07T20:06:18.000+0000,005OH000004Ir1xYAC,2025-11-07T20:06:18.000+0000,(587)892-4103,,h1205larisa@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDJN0YAO,False,,23619858,003OH00000NY5UfYAL,001OH00000SbD9SYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:05:35.000+0000,False,False,0055o000001NWfMAAW,2025-11-07T19:05:35.000+0000,0055o000001NWfMAAW,2025-11-07T19:05:35.000+0000,0055o000001NWfMAAW,2025-11-07T19:05:35.000+0000,(204)471-7441,,sabrinadu0214@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDOhdYAG,False,,23620202,003G0000018f7g4IAA,0010A000002wPmdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:10:57.000+0000,False,False,005G0000002gxxjIAA,2025-11-07T19:10:57.000+0000,005G0000002gxxjIAA,2025-11-07T19:10:58.000+0000,005G0000002gxxjIAA,2025-11-07T19:10:58.000+0000,,(514) 814-7630,louis@lasuitelogique.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDP7VYAW,False,,23621473,0030A0000029p9sQAA,0010A000002wBfxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support - Registration,Medium,"*dds*
m9658
m8819

b7677

JEFFERY ROMANSKY

Kelly Gadula 

need to register to their MGA access, 
They only registered for advisor solutions and service only 
we were able to find a new code in which is the advisors MGA access they are not delegated to that code, advised to fill out TPA for that code 

*email*

Good afternoon Kelly, 

Thank you for taking our call today. 

You wanted to get into MGA Workspace but were still having issues logging in. During our investigation it was determined that you do not have an MGA account set up, just an advisor solutions and service only account. We were also able to recover your advisors correct advisor code that you would need to fill out the third-party access form for that code and register for Repnet and then Workspace. Once that is done, you will have a fully working MGA Workspace account. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kelly Gadula <kelly@secureplan.ca> 
Sent: November 7, 2025 7:59 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Login - INC1829017

Hi Mike, Yes 2pm today should work – you can contact me at 905-325-2050. Regards Kelly Gadula New Business and Operations Manager SecurePlan Insurance Solutions In partnership with: Jeff Romansky CHS, CPCA President SecurePlan Insurance Solutions
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Mike,
Yes 2pm today should work – you can contact me at 905-325-2050.
Regards


Kelly Gadula
New Business and Operations Manager
SecurePlan Insurance Solutions

In partnership with:

Jeff Romansky
CHS, CPCA President
SecurePlan Insurance Solutions
__________________________
Protect what matters to you.
www.secureplan.ca
t: 1.289.455.1492

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 6, 2025 5:56 PM
To: Kelly Gadula <kelly@secureplan.ca>
Subject: RE: Workspace Login - INC1829017

Good afternoon Kelly, 

So sorry for the mix up, I mistakenly thought your issue was addressed and resolved.

Does 2pm tomorrow 11/7/2025 work for you? I will look for your reply to this when I start tomorrow, I am here till 8pm EST tonight too if you still wanted to discuss this sooner. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kelly Gadula <kelly@secureplan.ca> 
Sent: November 6, 2025 10:23 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Workspace Login - INC1829017
Importance: High

Hello, I have not received a reply to the below email from Friday. Can someone please contact me and arrange an appointment for next week to fix the IT problem I am having with WorkSpace. Regards Kelly Gadula New Business and Operations Manager

Hello,
I have not received a reply to the below email from Friday. Can someone please contact me and arrange an appointment for next week to fix the IT problem I am having with WorkSpace.

Regards


Kelly Gadula
New Business and Operations Manager
SecurePlan Insurance Solutions

In partnership with:

Jeff Romansky
CHS, CPCA President
SecurePlan Insurance Solutions
__________________________
Protect what matters to you.
www.secureplan.ca
t: 1.289.455.1492

From: Kelly Gadula 
Sent: October 31, 2025 9:12 AM
To: 'CL Workspace Support' <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Login - INC1829017

HI Mike,
Can we arrange a time for Monday November 3rd – a 2pm call would work best for me. If that doesn’t work I could try and make 4:30pm work.

Regards


Kelly Gadula
New Business and Operations Manager
SecurePlan Insurance Solutions

In partnership with:

Jeff Romansky
CHS, CPCA President
SecurePlan Insurance Solutions
__________________________
Protect what matters to you.
www.secureplan.ca
t: 1.289.455.1492

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 30, 2025 5:21 PM
To: Kelly Gadula <kelly@secureplan.ca>
Subject: RE: Workspace Login - INC1829017

Good afternoon Kelly, 

Please let us know a time that would work the best for a call back. My availability is 2pm – 8pm EST and the time between 4:30pm and 5:30pm is the best time for me but let me know what works for you.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kelly Gadula <kelly@secureplan.ca> 
Sent: October 30, 2025 7:55 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Login - INC1829017

HI Mike, Unfortunately, I cannot seem to get into Workspace again. I’m not sure why I was able to log in once and now I’m getting the same error message. Can we please arrange a call to have this corrected – Jeff has updated his contact information

HI Mike,
Unfortunately, I cannot seem to get into Workspace again. I’m not sure why I was able to log in once and now I’m getting the same error message.

Can we please arrange a call to have this corrected – Jeff has updated his contact information on Apexa so you should be able to authenticate me now.

Regards


Kelly Gadula
New Business and Operations Manager
SecurePlan Insurance Solutions

In partnership with:

Jeff Romansky
CHS, CPCA President
SecurePlan Insurance Solutions
__________________________
Protect what matters to you.
www.secureplan.ca
t: 1.289.455.1492

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 28, 2025 1:50 PM
To: Kelly Gadula <kelly@secureplan.ca>
Subject: RE: Workspace Login - INC1829017

Good afternoon Kelly, 

Thank you for taking our call today. 

We were unable to authenticate you due to no phone number being aligned with your advisors’ codes in our system, please have your advisor update APEXA with their phone numbers so we can authenticate you in the future. Ultimately, you were able to successfully reset your own password and log in without any assistance while we were chatting. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 28, 2025 12:35 PM
To: Kelly Gadula <kelly@secureplan.ca>
Subject: RE: Workspace Login - INC1829017

Hi Kelly, 

It was confirmed; I can reach out to you at 1pm.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: CL Workspace Support 
Sent: October 28, 2025 12:24 PM
To: 'Kelly Gadula' <kelly@secureplan.ca>
Subject: RE: Workspace Login - INC1829017

Good afternoon Kelly, 

I have asked for special exception for a call to be done at 1pm. I am awaiting to hear back.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kelly Gadula <kelly@secureplan.ca> 
Sent: October 27, 2025 8:25 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Login - INC1829017

Hi Mike, I will not be available at 2 pm tomorrow. I am only available between 9am – 1pm. Regards Kelly Gadula New Business and Operations Manager SecurePlan Insurance Solutions In partnership with: Jeff Romansky CHS, CPCA President SecurePlan

Hi Mike,
I will not be available at 2 pm tomorrow.  I am only available between 9am – 1pm.
Regards


Kelly Gadula
New Business and Operations Manager
SecurePlan Insurance Solutions

In partnership with:

Jeff Romansky
CHS, CPCA President
SecurePlan Insurance Solutions
__________________________
Protect what matters to you.
www.secureplan.ca
t: 1.289.455.1492

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 27, 2025 7:04 PM
To: Kelly Gadula <kelly@secureplan.ca>
Subject: RE: Workspace Login - INC1829017

Good afternoon Kelly, 

Sorry for missing your emails, it has been busy today. I can reach out to you tomorrow at 2pm EST no problem. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kelly Gadula <kelly@secureplan.ca> 
Sent: October 27, 2025 5:10 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Workspace Login - INC1829017

HI Mike, I did not receive a call from you this afternoon. Can we please arrange a time tomorrow for your call so that we can get the problem solved. I can be available anytime between 9am – 1: 30pm Regards Kelly Gadula New Business and Operations

HI Mike,
I did not receive a call from you this afternoon. Can we please arrange a time tomorrow for your call so that we can get the problem solved.

I can be available anytime between 9am – 1:30pm

Regards


Kelly Gadula
New Business and Operations Manager
SecurePlan Insurance Solutions

In partnership with:

Jeff Romansky
CHS, CPCA President
SecurePlan Insurance Solutions
__________________________
Protect what matters to you.
www.secureplan.ca
t: 1.289.455.1492

From: Kelly Gadula 
Sent: October 27, 2025 2:19 PM
To: CLWorkspaceSupport@canadalife.com
Subject: FW: Workspace Login - INC1829017

Hi Mike,
You can also reach me in the below number at 4:30pm – if that time is better for you.
Regards


Kelly Gadula
New Business and Operations Manager
SecurePlan Insurance Solutions

In partnership with:

Jeff Romansky
CHS, CPCA President
SecurePlan Insurance Solutions
__________________________
Protect what matters to you.
www.secureplan.ca
t: 1.289.455.1492

From: Kelly Gadula 
Sent: October 27, 2025 12:24 PM
To: 'CL Workspace Support' <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Login - INC1829017

HI Mike, 
Can you give me a call at 2pm – the best number to reach me will be on my cell at 905-325-2050.

Regards


Kelly Gadula
New Business and Operations Manager
SecurePlan Insurance Solutions

In partnership with:

Jeff Romansky
CHS, CPCA President
SecurePlan Insurance Solutions
__________________________
Protect what matters to you.
www.secureplan.ca
t: 1.289.455.1492

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 27, 2025 12:21 PM
To: Kelly Gadula <kelly@secureplan.ca>
Subject: Workspace Login - INC1829017

Good afternoon Kelly, 

We received your ticket from our support team. 

Please let us know a time that would work the best for a call back as we require verbal authentication with you to move forwards. My availability is  2pm – 8pm EST and the time between 4:30pm and 5:30pm is the best time for me but let me know what works for you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T22:05:48.000+0000,False,False,005OH000008919xYAA,2025-11-07T19:31:21.000+0000,005OH000008919xYAA,2025-11-07T22:05:48.000+0000,005OH000008919xYAA,2025-11-07T22:05:48.000+0000,(289)455-1492,,jeff@secureplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDRE9YAO,False,,23622053,0035o000007WVFtAAO,0015o000008CzxmAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:40:04.000+0000,False,False,005OH000001cCPNYA2,2025-11-07T19:40:04.000+0000,005OH000001cCPNYA2,2025-11-07T19:40:04.000+0000,005OH000001cCPNYA2,2025-11-07T19:40:04.000+0000,(778)298-8029,(604) 306-8029,brad@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDSbZYAW,False,,23620589,0030A0000029Y4mQAE,0010A000002vxaPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:17:01.000+0000,False,False,005G0000002gxxjIAA,2025-11-07T19:17:01.000+0000,005G0000002gxxjIAA,2025-11-07T19:17:02.000+0000,005G0000002gxxjIAA,2025-11-07T19:17:02.000+0000,(450)508-2174,(514) 473-7898,benoit.dionne@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDSmxYAG,False,,23622323,0035o000003uw70AAA,0015o000004WOldAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:44:47.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T19:44:47.000+0000,005OH000004Ir1xYAC,2025-11-07T19:44:48.000+0000,005OH000004Ir1xYAC,2025-11-07T19:44:48.000+0000,(403)401-5368,,rexiejvea@gmail.com,(403)455-8964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDSmyYAG,False,,23623754,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,MAS Fee Charges Summary Report provided,True,2025-11-07T20:08:59.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T20:08:59.000+0000,005OH0000071DK9YAM,2025-11-07T20:08:59.000+0000,005OH0000071DK9YAM,2025-11-07T20:08:59.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDSuyYAG,False,,23621969,003G0000018f7STIAY,0010A000002wPZ3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:38:58.000+0000,False,False,0055o000002KxaMAAS,2025-11-07T19:38:58.000+0000,0055o000002KxaMAAS,2025-11-07T19:38:59.000+0000,0055o000002KxaMAAS,2025-11-07T19:38:59.000+0000,(780)439-3610,,brad@monetaplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDU3uYAG,False,,23621254,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:27:36.000+0000,False,False,005OH000005URvxYAG,2025-11-07T19:27:36.000+0000,005OH000005URvxYAG,2025-11-07T19:27:37.000+0000,005OH000005URvxYAG,2025-11-07T19:27:37.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDWgqYAG,False,,23621529,003OH000007PhKHYA0,001OH0000098UFGYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:32:13.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T19:32:13.000+0000,005OH000004Ir1xYAC,2025-11-07T19:32:13.000+0000,005OH000004Ir1xYAC,2025-11-07T19:32:13.000+0000,(403)462-4355,,damaya@nwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDbTbYAK,False,,23622284,0030A0000029e1vQAA,0010A000002w2RWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"to: scottg@ridgewealth.com
Hi Scott,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Salesforce authenticator.

Just a recap of what we disconnected your Google authenticator from your mobile device and reconnected the Salesforce authenticator in your computer, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T19:59:41.000+0000,False,False,005OH00000AbCcLYAV,2025-11-07T19:44:00.000+0000,005OH00000AbCcLYAV,2025-11-07T19:59:41.000+0000,005OH00000AbCcLYAV,2025-11-07T19:59:41.000+0000,(778)999-3387,(778) 999-3387,scottg@ridgewealth.com,(604)687-7763,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDcfmYAC,False,,23622236,0030A00000B7PpbQAF,0010A00000BhgC6QAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:42:59.000+0000,False,False,005G0000002gxxjIAA,2025-11-07T19:42:59.000+0000,005G0000002gxxjIAA,2025-11-07T19:43:00.000+0000,005G0000002gxxjIAA,2025-11-07T19:43:00.000+0000,(450)443-6496,514-377-8969,massimo.matteau@ig.ca,(450)443-8132,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDdS9YAK,False,,23621765,003OH00000PtpRmYAJ,001OH00000VW2TIYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:35:57.000+0000,False,False,005G0000002gxxjIAA,2025-11-07T19:35:57.000+0000,005G0000002gxxjIAA,2025-11-07T19:35:58.000+0000,005G0000002gxxjIAA,2025-11-07T19:35:58.000+0000,(514)426-0886,514-373-2972,kevin.ricaud@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDdwnYAC,False,,23621818,0030A00000CSJ4DQAX,0010A00000D3Fx2QAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,Nominee PAC & AWD Summary Report provided,True,2025-11-07T19:36:53.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T19:36:53.000+0000,005OH0000071DK9YAM,2025-11-07T19:36:53.000+0000,005OH0000071DK9YAM,2025-11-07T19:36:53.000+0000,(780)459-5353,,shaun@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDfoxYAC,False,,23623638,003G0000018f6ZCIAY,0010A000002wOWHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T20:07:10.000+0000,False,False,0055o000002KxaMAAS,2025-11-07T20:07:10.000+0000,0055o000002KxaMAAS,2025-11-07T20:07:10.000+0000,0055o000002KxaMAAS,2025-11-07T20:07:10.000+0000,(403)329-4209,(403) 382-8158,tom@pricefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDiBhYAK,False,,23622238,0030A0000029afUQAQ,0010A000002vzkrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T19:43:01.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T19:43:01.000+0000,005OH000004Ir1xYAC,2025-11-07T19:43:02.000+0000,005OH000004Ir1xYAC,2025-11-07T19:43:02.000+0000,(306)861-8493,,tismooliver@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDlG2YAK,False,,23622773,003OH00000M97C7YAJ,001OH00000QurkRYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,referred to RSA,True,2025-11-07T20:07:00.000+0000,False,False,005OH00000BGf2TYAT,2025-11-07T19:52:20.000+0000,005OH00000BGf2TYAT,2025-11-07T20:07:00.000+0000,005OH00000BGf2TYAT,2025-11-07T20:07:00.000+0000,(647)676-7716,,tfernandez@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDlWAYA0,False,,23623103,0030A000001aTFmQAM,0010A000002wN0xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,MAS Fee Charges Summary provided,True,2025-11-07T19:57:56.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T19:57:56.000+0000,005OH0000071DK9YAM,2025-11-07T19:57:57.000+0000,005OH0000071DK9YAM,2025-11-07T19:57:57.000+0000,(613)937-7755,(613) 937-7755,brandonbrisbois@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDn1kYAC,False,,23626362,0030A000007QnUCQA0,0010A000008IatqQAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Dealer Auto Rebalancing Failure Analysis Report provided,Medium,Dealer Auto Rebalancing Failure Analysis Report provided,True,2025-11-07T20:54:50.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T20:54:50.000+0000,005OH0000071DK9YAM,2025-11-07T20:54:51.000+0000,005OH0000071DK9YAM,2025-11-07T20:54:51.000+0000,(514)651-1479,(514) 651-1479,karim.darwiche@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDnjLYAS,False,,23624481,0031600002NTvN1AAL,0010A000002wNifQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,MAS Fee Charges Summary Report provided,True,2025-11-07T20:21:45.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T20:21:45.000+0000,005OH0000071DK9YAM,2025-11-07T20:21:46.000+0000,005OH0000071DK9YAM,2025-11-07T20:21:46.000+0000,(506)857-6835,(506) 531-5660,jeremy@axisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDrlHYAS,False,,23623871,0035o000006q0UXAAY,0015o000007RXdWAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T20:10:53.000+0000,False,False,0055o000001NWfMAAW,2025-11-07T20:10:53.000+0000,0055o000001NWfMAAW,2025-11-07T20:10:54.000+0000,0055o000001NWfMAAW,2025-11-07T20:10:54.000+0000,(647)649-9842,,aatiradvisor@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDuRSYA0,False,,23626405,003G0000018f6bPIAQ,0010A000002wOYhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"to: dominic.ierullo@difp.ca
Hi Dominic,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Salesforce authenticator.

Just a recap of what we disconnected your authenticator from your old mobile device and reconnected it in your new device.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T21:06:37.000+0000,False,False,005OH00000AbCcLYAV,2025-11-07T20:55:40.000+0000,005OH00000AbCcLYAV,2025-11-07T21:06:38.000+0000,005OH00000AbCcLYAV,2025-11-07T21:06:38.000+0000,(416)538-9333,(416) 538-9333,dominic.ierullo@difp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDuXsYAK,False,,23623988,0035o000003z48tAAA,0015o000004aCCoAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T20:13:03.000+0000,False,False,0055o000001NWfMAAW,2025-11-07T20:13:03.000+0000,0055o000001NWfMAAW,2025-11-07T20:13:03.000+0000,0055o000001NWfMAAW,2025-11-07T20:13:03.000+0000,(647)883-5999,,roujia.s@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDwY1YAK,False,,23623552,003OH000001BCi3YAG,0010A000002w3KUQAY,,,,,,,012G00000012AYWIA2,Closed - Responded,,Web,,WRS,Medium,the user requested a client listing. They were sent the listing we were able to find on file.,True,2025-11-07T20:05:48.000+0000,False,False,005OH000002iN7rYAE,2025-11-07T20:05:48.000+0000,005OH000002iN7rYAE,2025-11-07T20:05:48.000+0000,005OH000002iN7rYAE,2025-11-07T20:05:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fDwt0YAC,False,,23624190,003OH00000UkdlAYAR,001OH00000bVfHoYAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,MAS Fee Charges Summary Report provided,True,2025-11-07T20:16:32.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T20:16:32.000+0000,005OH0000071DK9YAM,2025-11-07T20:16:33.000+0000,005OH0000071DK9YAM,2025-11-07T20:16:33.000+0000,(613)342-2555,,samantha@leonardgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fE1uIYAS,False,,23624571,003G0000018f6skIAA,0010A000002wOuTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Learning Center / CE Centre,Medium,"user need to know how to close a course after terminating the course.

Email====================
Hello Percy ,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with the learning center today.
As we discuss over the phone if the course does not ask to verified, please close the browser completely.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T20:36:52.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-07T20:23:20.000+0000,005OH00000AZ3ZxYAL,2025-11-07T20:36:52.000+0000,005OH00000AZ3ZxYAL,2025-11-07T20:36:52.000+0000,(905)332-3400,(905) 631-5673,percy.pierre@hudsonwealth.ca,(905)332-3999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fE6cDYAS,False,,23624624,0030A0000029Vq6QAE,0010A000002vvhmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"To: toddp@shaw.ca
Hi Todd,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access.

As discussed, both your Workspace accounts for MGA and Advisor Solutions are active and fully configured.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T20:38:16.000+0000,False,False,005OH00000AbCcLYAV,2025-11-07T20:24:22.000+0000,005OH00000AbCcLYAV,2025-11-07T20:38:16.000+0000,005OH00000AbCcLYAV,2025-11-07T20:38:16.000+0000,(250)217-0751,,toddp@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fE7y5YAC,False,,23624733,0030A0000029g0KQAQ,0010A000002w44VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T20:26:28.000+0000,False,False,0055o000002KxmIAAS,2025-11-07T20:26:28.000+0000,0055o000002KxmIAAS,2025-11-07T20:26:28.000+0000,0055o000002KxmIAAS,2025-11-07T20:26:28.000+0000,(905)746-7433,,marie.phillips@ipcsecurities.com,(905)648-8185,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEAO7YAO,False,,23627305,0030A0000029hJ0QAI,0010A000002w5DwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:14:05.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T21:14:05.000+0000,005OH000004Ir1xYAC,2025-11-07T21:14:06.000+0000,005OH000004Ir1xYAC,2025-11-07T21:14:06.000+0000,(403)410-1898,,ryan@insightwm.ca,(587)223-9400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fECBVYA4,False,,23627001,0035o000006Zb1yAAC,0015o00000768nZAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:07:32.000+0000,False,False,0055o000001NWfMAAW,2025-11-07T21:07:32.000+0000,0055o000001NWfMAAW,2025-11-07T21:07:32.000+0000,0055o000001NWfMAAW,2025-11-07T21:07:32.000+0000,(647)833-8708,,fionacao@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEG28YAG,False,,23626389,0030A0000029hgDQAQ,0010A000002w5WYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T20:55:24.000+0000,False,False,0055o000001h4cFAAQ,2025-11-07T20:55:24.000+0000,0055o000001h4cFAAQ,2025-11-07T20:55:24.000+0000,0055o000001h4cFAAQ,2025-11-07T20:55:24.000+0000,(204)982-3280,(204) 228-3116,nelson@perspectivefinancial.ca,(204)786-1296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEIQTYA4,False,,23625731,003OH00000M8zBPYAZ,001OH00000QutG2YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"***dds***
User having MFA, couldnt authenticate to be able to disconnect as number provided did not match file. 


****8email chain***

Hello Rene,

        Thank you for contacting Canada life workspace support, so sorry we couldn’t get you signed in. Like I mentioned, for authentication we need to call back the number on file to verify we are speaking with the right individual. Unfortunately, non of the numbers you provided were listed on your file. To get that updated you will need to reach out to APEXA, once that is done, you can reach back out to workspace support to disconnect the MFA. Thank you again and have a good weekend!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-07T21:37:32.000+0000,False,False,005OH00000BFQFHYA5,2025-11-07T20:44:15.000+0000,005OH00000BFQFHYA5,2025-11-07T21:37:32.000+0000,005OH00000BFQFHYA5,2025-11-07T21:37:32.000+0000,(416)519-2953,,rportilla@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEIqNYAW,False,,23628728,0031600002FJFzoAAH,0010A000002wNDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:49:06.000+0000,False,False,005OH000001cCPNYA2,2025-11-07T21:49:06.000+0000,005OH000001cCPNYA2,2025-11-07T21:49:07.000+0000,005OH000001cCPNYA2,2025-11-07T21:49:07.000+0000,(250)718-7232X3,(250) 540-4334,landon@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEJb3YAG,False,,23625855,003G0000018f6kdIAA,0010A000002wOmNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T20:46:32.000+0000,False,False,005OH000002N6huYAC,2025-11-07T20:46:32.000+0000,005OH000002N6huYAC,2025-11-07T20:46:33.000+0000,005OH000002N6huYAC,2025-11-07T20:46:33.000+0000,(450)536-0875X3,(514) 996-7117,alain.proulx@trinum.ca,(450)536-1827,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEJsoYAG,False,,23625994,0030A0000046gUQQAY,0010A000002vtldQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,Insurance Client Listing provided,True,2025-11-07T20:48:53.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T20:48:53.000+0000,005OH0000071DK9YAM,2025-11-07T20:48:53.000+0000,005OH0000071DK9YAM,2025-11-07T20:48:53.000+0000,(905) 690-3667,(905) 973-2667,cmillard@gryphinadvantage.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEK45YAG,False,,23625920,0030A0000029iPtQAI,0010A000002w69KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T20:47:36.000+0000,False,False,0055o000001NWfMAAW,2025-11-07T20:47:36.000+0000,0055o000001NWfMAAW,2025-11-07T20:47:37.000+0000,0055o000001NWfMAAW,2025-11-07T20:47:37.000+0000,(905)307-8999,(416) 277-8622,appleho.123@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEK46YAG,False,,23627029,003G0000018f7nJIAQ,0010A000002wPtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"provided redirect teams to assist - similar case, Case23614599",True,2025-11-07T21:08:05.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T21:08:05.000+0000,005OH0000071DK9YAM,2025-11-07T21:08:06.000+0000,005OH0000071DK9YAM,2025-11-07T21:08:06.000+0000,(705)749-6776,,laura.boden@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fELLAYA4,False,,23629379,0030A0000029gbkQAA,0010A000002w4bqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T22:08:02.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T22:08:02.000+0000,005OH000004Ir1xYAC,2025-11-07T22:08:02.000+0000,005OH000004Ir1xYAC,2025-11-07T22:08:02.000+0000,(780)905-3137,,juanlu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fENlFYAW,False,,23627226,0030A0000029c1QQAQ,0010A000002w0qaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,Intake Form Delivered,True,2025-11-07T21:12:24.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T21:12:24.000+0000,005OH0000071DK9YAM,2025-11-07T21:12:25.000+0000,005OH0000071DK9YAM,2025-11-07T21:12:25.000+0000,(709)685-5349,(709) 685-5349,whowlett@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEOB1YAO,False,,23628791,0030A0000029Zn2QAE,0010A000002vz1LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:50:35.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T21:50:35.000+0000,005OH000004Ir1xYAC,2025-11-07T21:50:36.000+0000,005OH000004Ir1xYAC,2025-11-07T21:50:36.000+0000,(403)671-6730,(587) 585-6730,vicgee415@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEQMPYA4,False,,23626581,003G0000018f6g1IAA,0010A000002wOe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Financial Horizons,Medium,"Name: Kevin Plue
Advisor or support staff: Advisor
Advisor Code:
Advisor Name: Kevin Plue
Phone:		
Email: Kevin Plue <KevinPlue@kgpwm.com>
1. Siebel verification: N/A
2. Last Login to Workspace: N/A

Issue: Good morning.  I am told that there is a drop down in WS for access to FH.  I don't see it.  Can you please provide some guidance.  Thank you

RESOLUTION: DIRECTED AS PER KB KB0023478

sent follow up
------***DDS  11/10/2025***--------
Good morning Kevin,,

Thank you for contacting Workspace Support regarding not having access to Financial Horizons. 

Please reach out to access@financialhorizons.com to further inquire on access, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------***DDS  11/07/2025***------------------------------
EMAIL RECIEVED
--------------------------------***DDS  11/07/2025***------------------------------
Good morning.  I am told that there is a drop down in WS for access to FH.  I don't see it.  Can you please provide some guidance.  Thank you",True,2025-11-10T14:28:18.000+0000,False,False,005OH00000AUS7aYAH,2025-11-07T20:59:11.000+0000,005OH00000AUS7aYAH,2025-11-10T14:30:41.000+0000,005OH00000AUS7aYAH,2025-11-10T14:30:41.000+0000,(905)988-6771,905 988 6771,kevinplue@kgpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fERSAYA4,False,,23626717,003OH00000RE3MjYAL,001OH00000X5hUPYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:01:51.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T21:01:51.000+0000,005OH000004Ir1xYAC,2025-11-07T21:01:52.000+0000,005OH000004Ir1xYAC,2025-11-07T21:01:52.000+0000,(403)554-5516,,maricar_sajonia@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fESZVYA4,False,,23626781,0030A0000029W9zQAE,0010A000002vvyvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Issue with simple protect,Medium,"Name: Dennis Carson 
Advisor or support staff: Advisor
Advisor Code: B6679
Advisor Name: Dennis Carson 
Phone: 306-227-0599		
Email: dennis@carsonfinancial.ca
1. Siebel verification: N/A
2. Last Login to Workspace: N/A

Issue: Error attached. Application ID 60891760-8

checked with Ashley as the ticket was addressed to her. Ashley noted: I remember telling this advisor that he can put emails to my attention to ensure they get picked up in a timely fashion. When you've got your INC, please send it my way.

created and submitted INC1848471- screenshot attached. advisor tried Chrome and edge.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001liEhAAI%3Fnoredirect%3D1%26isUserEntityOverride%3D1

--------------------------------------***DDS  11/14/2025***--------------------------
RESOLUTION: 
UPDATE RECEIVED ON INC1848471
Received response from the vendor and was informed that underwriting summary was purged on November 7, 2025.  This is due to the retention period of 90 days.  Advisor will need to create a new SP application.
SENT UPDATE TO ADVISOR/CLOSING.

--------------------------------------***DDS  11/14/2025***--------------------------
Good morning Dennis,

Thank you very much for your patience.

Our digital lab has provided an update on the Application ID 60891760-8.

An underwriting summary was purged on November 7, 2025.  This is due to the retention period of 90 days. 

As such you will need to complete a new Simple Protect application.

We do apologize for the inconvenience this has caused for you.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/12/2025***--------------------------
update received from Dennis--sent INC1848471 BACK AND SENT FOLLOW UP TO DENNIS
--------------------------------------***DDS  11/12/2025***--------------------------
Hello Dennis,

I’ve escalated this back to our lab and will update you once I receive a response, thanks in advance for your patience.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/12/2025***--------------------------
Hi I just tried again and nothing loads.

I have now waited 20 minutes and counting.

Still nothing loads.  I don't have any new screen shots to send as it is the same screen as I sent last time.

Dennis Carson


--------------------------------------***DDS  11/11/2025***--------------------------
SENT FOLLOW UP-WILL KEEP TICKETS OPEN UNTIL THURSDAY
--------------------------------------***DDS  11/11/2025***--------------------------
Good morning Dennis,

Thank you very much for your patience while our lab investigated the issue you experienced with Simple Protect Application ID 60891760-8.

Our lab has advised, this looks like the delay in loading the new stack questions, please load the application again wait for some time to completely load the questions completely.

Please try and let us know if you’re still experiencing any issues/errors/provide any screenshots as well, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/11/2025***--------------------------
UPDATE RECEIVED FROM INC TICKET
--------------------------------------***DDS  11/11/2025***--------------------------
*** SP Update 10-Nov-2025 ****
This looks like the delay in loading the new stack questions, please load the application again wait for sometime to completely load the questions completely.
**************

--------------------------------***DDS  11/10/2025***------------------------------
Hello Dennis,

Thanks for responding. 

The advisor code provided is incorrect, kindly check and provide the correct code, thanks.

I will escalate the ticket to our lab for further investigation, once we receive an update, we will let you know, thanks for your patience. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------***DDS  11/10/2025***------------------------------
My advisor code is B6697.

I normally use Chrome.  I just tried edge.  Same thing.  I am stuck on this page I can't get anywhere else.

Dennis Carson



------***DDS  11/07/2025***--------
Hello Dennis,

Thank you for contacting Workspace Support. 

Can you please try to sign in/access the application from another browser? If you’re using Google Chrome, try Edge or vice versa, let us know what happens and if you’re seeing the same message. 

Please also provide us with your Advisor code, thanks. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


------***DDS  11/07/2025***--------
EMAIL RECEIVED
------***DDS  11/07/2025***--------
Hi,

I am having an issue with this application.

Chris came in a couple of months ago to complete the application.  We had filled everything out but then he wanted to wait until closer to the renewal of his current policy.  He came in today to review and complete the application.

We went in to edit the application as he had seen his doctor in September and we were going to update that information.

I am now stuck on this screen and can't progress any further. The App ID and everything should be in the image attached.  I have tried logging out and in, restarting my computer, clearing cache.

Please help.

 
 
Dennis Carson 
Helping you achieve your Financial Freedom
 
Share your experience with us! Leave a google review HERE
 
Schedule an appointment with me
 
#1 - 75 Lenore Drive, Saskatoon, SK   S7K 7Y1
(Cell) 306-227-0599
(Fax) 306-500-4111
dennis@carsonfinancial.ca",True,2025-11-14T13:14:11.000+0000,False,False,005OH00000AUS7aYAH,2025-11-07T21:03:14.000+0000,005OH00000AUS7aYAH,2025-11-14T13:18:33.000+0000,005OH00000AUS7aYAH,2025-11-21T15:23:56.000+0000,(306)227-0599,,dennis@carsonfinancial.ca,(306)384-4658,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fETk5YAG,False,,23626866,003OH000003rXdeYAE,0010A000002w2d5QAA,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,"the user requested a client listing. After validation, the user was sent the requested report",True,2025-11-07T21:05:00.000+0000,False,False,005OH000002iN7rYAE,2025-11-07T21:05:00.000+0000,005OH000002iN7rYAE,2025-11-07T21:05:00.000+0000,005OH000002iN7rYAE,2025-11-07T21:05:00.000+0000,(647)878-6078,,zbanu247@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEV9CYAW,False,,23627449,0030A0000029Vg9QAE,0010A000002vvYSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:17:38.000+0000,False,False,005OH000005URvxYAG,2025-11-07T21:17:38.000+0000,005OH000005URvxYAG,2025-11-07T21:17:39.000+0000,005OH000005URvxYAG,2025-11-07T21:17:39.000+0000,(780)395-9494,,dipak@auminsurance.ca,(780)395-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEW8UYAW,False,,23627197,003G0000018f7g8IAA,0010A000002wPmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:11:51.000+0000,False,False,005OH000002N6huYAC,2025-11-07T21:11:51.000+0000,005OH000002N6huYAC,2025-11-07T21:11:51.000+0000,005OH000002N6huYAC,2025-11-07T21:11:51.000+0000,(514)940-4949,,francine@fmartineau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEWOeYAO,False,,23627867,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:28:19.000+0000,False,False,005OH000005URvxYAG,2025-11-07T21:28:19.000+0000,005OH000005URvxYAG,2025-11-07T21:28:19.000+0000,005OH000005URvxYAG,2025-11-07T21:28:19.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEWbXYAW,False,,23628110,0030A0000029lF6QAI,0010A000002w8QOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:33:43.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T21:33:43.000+0000,005OH000004Ir1xYAC,2025-11-07T21:33:43.000+0000,005OH000004Ir1xYAC,2025-11-07T21:33:43.000+0000,(403)228-7966,,tsfinancial@gmail.com,(403)229-2250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEbEcYAK,False,,23627898,0030A0000029YE0QAM,0010A000002vxizQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:28:52.000+0000,False,False,005OH000006owoYYAQ,2025-11-07T21:28:52.000+0000,005OH000006owoYYAQ,2025-11-07T21:28:53.000+0000,005OH000006owoYYAQ,2025-11-07T21:28:53.000+0000,(306)949-0094,,ray@anderswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEefVYAS,False,,23627767,003OH00000AoM2oYAF,001OH00000D3jSjYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,Insurance Client Listing provided,True,2025-11-07T21:25:48.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T21:25:48.000+0000,005OH0000071DK9YAM,2025-11-07T21:25:48.000+0000,005OH0000071DK9YAM,2025-11-07T21:25:48.000+0000,(613)723-7200,,david.gallagher@ig.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEhTkYAK,False,,23628397,0030A0000029oNvQAI,0010A000002wB2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:40:21.000+0000,False,False,005OH000005URvxYAG,2025-11-07T21:40:21.000+0000,005OH000005URvxYAG,2025-11-07T21:40:21.000+0000,005OH000005URvxYAG,2025-11-07T21:40:21.000+0000,(780)420-6633,(780) 990-9178,jimrey@telus.net,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEhWyYAK,False,,23628737,003G0000018f7DvIAI,0010A000002wPIjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Marissa,

As mentioned in my previous email, please see below for your password-protected Excel file:
3ZFEQFDJUH

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Marissa,

Thank you for your response.

Please find the attached file of F3575 Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.

If you have other advisor codes and would like a report for it (Wealth or Insurance), please provide me the details to look into.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Marissa Elliott <marissa@elsaywealth.com> 
Sent: November 10, 2025 6:11 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Client Listing Request /Case23628737

Hi- this is for me. I’m the advisor. F3575 is my direct canada life code. Do you need my other codes? Marissa Elliott Co-Founder & Advisor, MFA-P™ P 604. 685. 6525 W elsaywealth. com L linkedin. com/in/marissaelliott O 590 East Tower - 555 West
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi- this is for me. I’m the advisor. 
F3575 is my direct canada life code. Do you need my other codes?


Marissa Elliott
Co-Founder & Advisor, MFA-P™
 
 
P 604.685.6525
W elsaywealth.com
L linkedin.com/in/marissaelliott
O 590 East Tower - 555 West 12th Ave. Vancouver, BC.  V5Z 3X7
 

Before printing this message, please consider the environment.
E&O The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



On Fri, Nov 7, 2025 at 1:49 PM BusinessReporting <BusinessReporting@canadalife.com> wrote:
Good afternoon Marissa,
 
Our team received your request for the Insurance Client Listings report. Could you please provide us the advisor’s name and advisor code (ex. Canada Life Commission code, MGA, Producer, ADSL, five-characters long) for us to look into?
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-07T21:49:18.000+0000,False,False,005OH0000071DK9YAM,2025-11-07T21:49:18.000+0000,005OH0000071DK9YAM,2025-11-12T21:36:57.000+0000,005OH0000071DK9YAM,2025-11-12T21:36:57.000+0000,(604)685-6525,,marissa@elsaywealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEhofYAC,False,,23627987,0030A0000029fL8QAI,0010A000002w3YzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:30:59.000+0000,False,False,005OH000006owoYYAQ,2025-11-07T21:30:59.000+0000,005OH000006owoYYAQ,2025-11-07T21:31:00.000+0000,005OH000006owoYYAQ,2025-11-07T21:31:00.000+0000,(403)846-4220,,ekautz@rockycu.com,(403)845-7295,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEjVVYA0,False,,23628117,0030A000009ShQZQA0,0010A00000AVTbRQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:33:56.000+0000,False,False,005OH000006owoYYAQ,2025-11-07T21:33:56.000+0000,005OH000006owoYYAQ,2025-11-07T21:33:57.000+0000,005OH000006owoYYAQ,2025-11-07T21:33:57.000+0000,(306)757-1222,,eddie.gergely@ig.ca,(306)757-1096,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEjbzYAC,False,,23629033,0030A000006GuutQAC,0010A0000051YIIQA2,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS,Medium,(duplicate) the user was having issues knowing where the shortcut was in Workspace to access Investment Centre,True,2025-11-07T21:57:16.000+0000,False,False,005OH000002iN7rYAE,2025-11-07T21:57:16.000+0000,005OH000002iN7rYAE,2025-11-07T21:57:16.000+0000,005OH000002iN7rYAE,2025-11-07T21:57:16.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEkoAYAS,False,,23628233,0030A0000029lxtQAA,0010A000002w90GQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:37:01.000+0000,False,False,005OH000006owoYYAQ,2025-11-07T21:37:01.000+0000,005OH000006owoYYAQ,2025-11-07T21:37:01.000+0000,005OH000006owoYYAQ,2025-11-07T21:37:01.000+0000,(306)637-4490,,ward.tuttle@rbc.com,(306)637-4494,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEn4WYAS,False,,23628916,003G0000018f6y8IAA,0010A000002wP0mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:54:08.000+0000,False,False,005OH000001cCPNYA2,2025-11-07T21:54:08.000+0000,005OH000001cCPNYA2,2025-11-07T21:54:08.000+0000,005OH000001cCPNYA2,2025-11-07T21:54:08.000+0000,(604)681-7185X1,(604) 789-9889,kelly@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEoi6YAC,False,,23628604,003G0000018f6rWIAQ,0010A000002wOtGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T21:45:47.000+0000,False,False,005OH000001cCPNYA2,2025-11-07T21:45:47.000+0000,005OH000001cCPNYA2,2025-11-07T21:45:47.000+0000,005OH000001cCPNYA2,2025-11-07T21:45:47.000+0000,(306)993-1828,(306) 533-8876,steven@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fErGBYA0,False,,23628974,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to access CE Center,Medium,"No response after 2 follow up. 

Hi Claro, 

Were you able to connect after clearing your cache and cookies?

If not, send us an email with your availability next week and we will schedule a call. 

Have a wonderful weekend!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Thursday, November 6, 2025 9:00 AM
To: Cagulada, Claro Snr. <claro.cagulada@atcfinancialcanada.com>
Subject: RE: Unable to access CE Center

Hi Claro, 

Can you try to clear your cache and cookies with the procedure below :
1.	Open the Google Chrome browser
2.	Select the 3 vertical dots in the top right-hand side of the browser
 
3.	Find the section called Privacy and Security and select Clear browsing data
 
4.	Ensure that Time Range is set to All Time, and the 2 checkmarks are in Cookies and other site data and Cached Images and Files.
 

The reconnect to your Workspace account and try to access CE Centre again. If you see a page that ask you if you are a workspace user or not. Select I am a Workspace user. 

If this doesn’t work, send us an email with your availability and we will schedule a call to assist you. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Claro Cagulada <claro.cagulada@atcfinancialcanada.com> 
Sent: Wednesday, November 5, 2025 8:12 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Unable to access CE Center
Importance: High

Hi Carl, I am using Google Chrome in accessing Workspace. It’s only CE Learning Center that I am unable to access under Overview. Kindly assist. Thank you. Claro D. Cagulada, M. Sc. , CHS, RRC Financial Security Advisor/Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carl,
I am using Google Chrome in accessing Workspace. It’s only CE Learning Center that I am unable to access under Overview.
Kindly assist.
Thank you.
Claro D. Cagulada, M.Sc., CHS, RRC
Financial Security Advisor/Investment Representative
ATC Financial, Inc.
www.atcfinancialcanada.com
Office Tel. No. 780-478-8840; Cell. No. 780-860-8510
Email Address: claro.cagulada@atcfinancialcanada.com
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer wish to receive these emails, please reply to this email and type “Unsubscribe”.
From: Workspace Support 
Sent: November 4, 2025 10:01 AM
To: Claro Cagulada 
Subject: RE: Unable to access CE Center
Hello Claro,
Could you let us know which web browser you’re using (Google Chrome, Microsoft Edge, Firefox, etc.)? We’ll send you instructions on how to clear your cache and cookies. After that, you can try again to click on the banner for the Learning Centre through your Workspace account. Then you’ll need to select “I am a Workspace user.”
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Claro Cagulada <claro.cagulada@atcfinancialcanada.com> 
Sent: Monday, November 3, 2025 7:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Unable to access CE Center
Importance: High
Hi Carl, I followed the instructions and when I clicked the the CE Learning Center in Overview page, this is the screenshot: Please help. I couldn’t access the CE Learning Center still up to now. Thank you. Claro D. Cagulada, M. Sc. , CHS, RRC
Hi Carl,
I followed the instructions and when I clicked the the CE Learning Center in Overview page, this is the screenshot:
 
Please help. I couldn’t access the CE Learning Center still up to now.
Thank you.
Claro D. Cagulada, M.Sc., CHS, RRC
Financial Security Advisor/Investment Representative
ATC Financial, Inc.
www.atcfinancialcanada.com
Office Tel. No. 780-478-8840; Cell. No. 780-860-8510
Email Address: claro.cagulada@atcfinancialcanada.com
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer wish to receive these emails, please reply to this email and type “Unsubscribe”.
From: Workspace Support 
Sent: November 3, 2025 4:42 PM
To: Claro Cagulada 
Subject: RE: Unable to access CE Center
Hi Claro, 
Thank you for contacting Workspace Support. 
To access CE Centre, login to your Workspace account. From the Overview page, scroll down to the Other tools and platforms section and click on CE Centre (The Learning Centre) link: 
 
Let us know if you are able to access it or not. 
Have a wonderful day!
I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you complete this brief survey : complete our brief survey
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Claro Cagulada <claro.cagulada@atcfinancialcanada.com> 
Sent: Saturday, November 1, 2025 9:32 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Unable to access CE Center
Importance: High
Hi, I am unable to access CE Center under Workspace. No option for workspace user like me. Kindly assist. Thank you. Claro D. Cagulada, M. Sc. , CHS, RRC Financial Security Advisor/Investment Representative ATC Financial, Inc. www. atcfinancialcanada. com
Hi,
I am unable to access CE Center under Workspace. No option for workspace user like me.
Kindly assist.
Thank you.
Claro D. Cagulada, M.Sc., CHS, RRC
Financial Security Advisor/Investment Representative
ATC Financial, Inc.
www.atcfinancialcanada.com
Office Tel. No. 780-478-8840; Cell. No. 780-860-8510
Email Address: claro.cagulada@atcfinancialcanada.com
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer wish to receive these emails, please reply to this email and type “Unsubscribe”.",True,2025-11-10T17:47:57.000+0000,False,False,0055o000001zVCKAA2,2025-11-07T21:55:26.000+0000,0055o000001zVCKAA2,2025-11-10T17:47:57.000+0000,0055o000001zVCKAA2,2025-11-10T17:47:57.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEsP8YAK,False,,23628911,0030A0000029Yu5QAE,0010A000002vyFoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,,True,2025-11-07T22:23:32.000+0000,False,False,005OH00000BGf2TYAT,2025-11-07T21:53:59.000+0000,005OH00000BGf2TYAT,2025-11-07T22:23:33.000+0000,005OH00000BGf2TYAT,2025-11-07T22:23:33.000+0000,(403)870-1833,(403) 870-1833,sherry.novel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEtHyYAK,False,,23628980,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to access CE Center,Medium,"Hi Claro, 

Were you able to connect after clearing your cache and cookies?

If not, send us an email with your availability next week and we will schedule a call. 

Have a wonderful weekend!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Thursday, November 6, 2025 9:00 AM
To: Cagulada, Claro Snr. <claro.cagulada@atcfinancialcanada.com>
Subject: RE: Unable to access CE Center

Hi Claro, 

Can you try to clear your cache and cookies with the procedure below :
1.	Open the Google Chrome browser
2.	Select the 3 vertical dots in the top right-hand side of the browser
 
3.	Find the section called Privacy and Security and select Clear browsing data
 
4.	Ensure that Time Range is set to All Time, and the 2 checkmarks are in Cookies and other site data and Cached Images and Files.
 

The reconnect to your Workspace account and try to access CE Centre again. If you see a page that ask you if you are a workspace user or not. Select I am a Workspace user. 

If this doesn’t work, send us an email with your availability and we will schedule a call to assist you. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Claro Cagulada <claro.cagulada@atcfinancialcanada.com> 
Sent: Wednesday, November 5, 2025 8:12 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Unable to access CE Center
Importance: High

Hi Carl, I am using Google Chrome in accessing Workspace. It’s only CE Learning Center that I am unable to access under Overview. Kindly assist. Thank you. Claro D. Cagulada, M. Sc. , CHS, RRC Financial Security Advisor/Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carl,
I am using Google Chrome in accessing Workspace. It’s only CE Learning Center that I am unable to access under Overview.
Kindly assist.
Thank you.
Claro D. Cagulada, M.Sc., CHS, RRC
Financial Security Advisor/Investment Representative
ATC Financial, Inc.
www.atcfinancialcanada.com
Office Tel. No. 780-478-8840; Cell. No. 780-860-8510
Email Address: claro.cagulada@atcfinancialcanada.com
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer wish to receive these emails, please reply to this email and type “Unsubscribe”.
From: Workspace Support 
Sent: November 4, 2025 10:01 AM
To: Claro Cagulada 
Subject: RE: Unable to access CE Center
Hello Claro,
Could you let us know which web browser you’re using (Google Chrome, Microsoft Edge, Firefox, etc.)? We’ll send you instructions on how to clear your cache and cookies. After that, you can try again to click on the banner for the Learning Centre through your Workspace account. Then you’ll need to select “I am a Workspace user.”
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Claro Cagulada <claro.cagulada@atcfinancialcanada.com> 
Sent: Monday, November 3, 2025 7:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Unable to access CE Center
Importance: High
Hi Carl, I followed the instructions and when I clicked the the CE Learning Center in Overview page, this is the screenshot: Please help. I couldn’t access the CE Learning Center still up to now. Thank you. Claro D. Cagulada, M. Sc. , CHS, RRC
Hi Carl,
I followed the instructions and when I clicked the the CE Learning Center in Overview page, this is the screenshot:
 
Please help. I couldn’t access the CE Learning Center still up to now.
Thank you.
Claro D. Cagulada, M.Sc., CHS, RRC
Financial Security Advisor/Investment Representative
ATC Financial, Inc.
www.atcfinancialcanada.com
Office Tel. No. 780-478-8840; Cell. No. 780-860-8510
Email Address: claro.cagulada@atcfinancialcanada.com
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer wish to receive these emails, please reply to this email and type “Unsubscribe”.
From: Workspace Support 
Sent: November 3, 2025 4:42 PM
To: Claro Cagulada 
Subject: RE: Unable to access CE Center
Hi Claro, 
Thank you for contacting Workspace Support. 
To access CE Centre, login to your Workspace account. From the Overview page, scroll down to the Other tools and platforms section and click on CE Centre (The Learning Centre) link: 
 
Let us know if you are able to access it or not. 
Have a wonderful day!
I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you complete this brief survey : complete our brief survey
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Claro Cagulada <claro.cagulada@atcfinancialcanada.com> 
Sent: Saturday, November 1, 2025 9:32 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Unable to access CE Center
Importance: High
Hi, I am unable to access CE Center under Workspace. No option for workspace user like me. Kindly assist. Thank you. Claro D. Cagulada, M. Sc. , CHS, RRC Financial Security Advisor/Investment Representative ATC Financial, Inc. www. atcfinancialcanada. com
Hi,
I am unable to access CE Center under Workspace. No option for workspace user like me.
Kindly assist.
Thank you.
Claro D. Cagulada, M.Sc., CHS, RRC
Financial Security Advisor/Investment Representative
ATC Financial, Inc.
www.atcfinancialcanada.com
Office Tel. No. 780-478-8840; Cell. No. 780-860-8510
Email Address: claro.cagulada@atcfinancialcanada.com
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer wish to receive these emails, please reply to this email and type “Unsubscribe”.",True,2025-11-07T23:19:08.000+0000,False,False,0055o000001zVCKAA2,2025-11-07T21:55:36.000+0000,0055o000001zVCKAA2,2025-11-07T23:19:08.000+0000,0055o000001zVCKAA2,2025-11-07T23:19:08.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEthmYAC,False,,23629258,0030A0000029YrEQAU,0010A000002vyD7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T22:04:07.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T22:04:07.000+0000,005OH000004Ir1xYAC,2025-11-07T22:04:07.000+0000,005OH000004Ir1xYAC,2025-11-07T22:04:07.000+0000,(403)804-6688,,safetyfinancial@yahoo.ca,(403)282-6507,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEuIrYAK,False,,23628957,0030A000006GuutQAC,0010A0000051YIIQA2,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS,Medium,(duplicate) the user was informed on how to generate a report with a listing of clients turning 71 yrs old in Investment Centre.,True,2025-11-07T21:55:04.000+0000,False,False,005OH000002iN7rYAE,2025-11-07T21:55:04.000+0000,005OH000002iN7rYAE,2025-11-07T21:55:56.000+0000,005OH000002iN7rYAE,2025-11-07T21:55:56.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fExAHYA0,False,,23629175,0030A000004W8BuQAK,0010A000005HdiFQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor looking for an update on a case ID - 23508192

================

Hi Chantell,

Thank you for contacting the workspace support about an update of an inquiry that you’ve sent through contracts&compensation@canadalife.com .

I understand that it has been 3 days since you’ve sent a request to them and up until now you have not received any response. Unfortunately, we don’t have a contact number for them that we can provide. What I can do is to send an inquiry directly to our escalations team to have this check for you.

My apologies for the inconvenience and thank you for your patience. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-07T22:24:18.000+0000,False,False,005OH00000BFPZHYA5,2025-11-07T22:01:30.000+0000,005OH00000BFPZHYA5,2025-11-07T22:33:24.000+0000,005OH00000BFPZHYA5,2025-11-07T22:33:24.000+0000,(250)869-6080,(705) 626-1811,chantell.arsenault@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fEyfqYAC,False,,23629824,0030A000008bnhfQAA,0010A000009WFKcQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T22:22:46.000+0000,False,False,005OH000004Ir1xYAC,2025-11-07T22:22:46.000+0000,005OH000004Ir1xYAC,2025-11-07T22:22:47.000+0000,005OH000004Ir1xYAC,2025-11-07T22:22:47.000+0000,(587)888-9005,,jasminemei@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fF3qpYAC,False,,23630076,0030A00000B7jkjQAB,0010A00000Bhzm1QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T22:32:30.000+0000,False,False,005OH000002iJPDYA2,2025-11-07T22:32:30.000+0000,005OH000002iJPDYA2,2025-11-07T22:32:30.000+0000,005OH000002iJPDYA2,2025-11-07T22:32:30.000+0000,(778)885-8490,(778) 885-8490,annzhang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fF3vgYAC,False,,23630148,0030A00000B7jkkQAB,0010A00000Bhzm2QAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User have access issue - setting up a call-back,Medium,"to: Wenjia.Li@canadalife.co , ningwu@crius.ca
Hi Ning,

It’s been brought to our attention that you need assistance with your access to Workspace.

I would like to set up a phone call with you to help you. Kindly provide the following details to help us schedule a call-back:
•	Your advisor codes
•	Your time zone
•	Three preferred dates and times for a callback
•	We will reach you at the phone number on file

I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Li, Wenxia <Wenjia.Li@canadalife.com> 
Sent: November 7, 2025 2:24 PM
To: ningwu@crius.ca; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Not able to log in 

Hello team,

Ning cannot log into Workspace, could you please help her out. 

Thanks!
Wenjia Li, BBA, LLM
Insurance, Supporting BC Region
Email: wenjia.li@canadalife.com Cell: (604) 612-5105
📞 Let’s team up! Reach out for strategies, case consults, or a quick help 🚀
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Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-07T22:35:40.000+0000,False,False,005OH00000AbCcLYAV,2025-11-07T22:35:40.000+0000,005OH00000AbCcLYAV,2025-11-13T19:04:10.000+0000,005OH00000AbCcLYAV,2025-11-13T19:04:10.000+0000,(604)438-3699,,ningwu@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fF9jKYAS,False,,23630117,0030A00000B7jkjQAB,0010A00000Bhzm1QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T22:34:27.000+0000,False,False,005OH000002iJPDYA2,2025-11-07T22:34:27.000+0000,005OH000002iJPDYA2,2025-11-07T22:34:27.000+0000,005OH000002iJPDYA2,2025-11-07T22:34:27.000+0000,(778)885-8490,(778) 885-8490,annzhang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fFOLmYAO,False,,23631134,003G0000018f6puIAA,0010A000002wOrdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T23:25:02.000+0000,False,False,005OH000002iJPDYA2,2025-11-07T23:25:02.000+0000,005OH000002iJPDYA2,2025-11-07T23:25:02.000+0000,005OH000002iJPDYA2,2025-11-07T23:25:02.000+0000,(604)723-2969,(604) 723-2969,camby.wang@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fFP3KYAW,False,,23631691,003G0000018f6apIAA,0010A000002wOY7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CIAM/MFA,Medium,"to: terry.adkins@adkinsfinancial.com

Hi Terry,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Salesforce authenticator.

Just a recap of what we did, we cleared your browser’s cookies,  reset your Workspace password, unlocked your LL account, disconnected your Salesforce authenticator and reconnected it, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-08T00:54:23.000+0000,False,False,005OH00000AbCcLYAV,2025-11-08T00:11:03.000+0000,005OH00000AbCcLYAV,2025-11-08T00:54:23.000+0000,005OH00000AbCcLYAV,2025-11-08T00:54:23.000+0000,(519)720-0936,(519) 755-5778,terry.adkins@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fFQIlYAO,False,,23631961,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Good afternoon Luca, 

We received your ticket from our support team. 

The issue has been corrected, please attempt to complete the application again. If you continue to have issues or any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T00:01:40.000+0000,False,False,005OH000008919xYAA,2025-11-08T00:41:11.000+0000,005OH000008919xYAA,2025-11-12T00:01:40.000+0000,005OH000008919xYAA,2025-11-12T00:01:40.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fFTdBYAW,False,,23631569,0030A0000029ZOWQA2,0010A000002vygmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-07T23:57:47.000+0000,False,False,005OH000002iJPDYA2,2025-11-07T23:57:47.000+0000,005OH000002iJPDYA2,2025-11-07T23:57:47.000+0000,005OH000002iJPDYA2,2025-11-07T23:57:47.000+0000,(604)267-1833,(604) 306-3890,easydl1994@gmail.com,(604)207-2800,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fFtmGYAS,False,,23632275,0030A0000029hHmQAI,0010A000002w5D2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-08T03:45:31.000+0000,False,False,005OH00000AuWfNYAV,2025-11-08T03:40:20.000+0000,005OH00000AuWfNYAV,2025-11-08T03:58:06.000+0000,005OH00000AuWfNYAV,2025-11-08T03:58:06.000+0000,(416)597-1456,,testemail1@fakemail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fFyNiYAK,False,,23632298,0030A0000029hHmQAI,0010A000002w5D2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,test@123,Medium,,True,2025-11-08T04:11:29.000+0000,False,False,005OH00000AuWfNYAV,2025-11-08T04:06:48.000+0000,005OH00000AuWfNYAV,2025-11-08T04:11:29.000+0000,005OH00000AuWfNYAV,2025-11-08T04:11:29.000+0000,(416)597-1456,,testemail1@fakemail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fG0pPYAS,False,,23632348,0030A000002QiIVQA0,001G000000urNCLIA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,this is a test in prod,True,2025-11-08T04:48:36.000+0000,False,False,005OH00000BjNADYA3,2025-11-08T04:48:36.000+0000,005OH00000BjNADYA3,2025-11-08T04:50:09.000+0000,005OH00000BjNADYA3,2025-11-08T04:50:09.000+0000,,,ann@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BjNADYA3,,,,,,,0.0,0.0,0.0,,False,146.0
500OH00000fKeWNYA0,False,,23636223,003G0000018f6mtIAA,0010A000002wOobQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA reset.,Medium,"***DDS*** 02/12/26
Name: GERRY O'HARE
Reference: KB0020738  
Steps taken/Resolution: SF authenticator is giving user issues.  recocommend disconnecting SF and using a different authenticator.

Reply from user:

Hi there and thank you for letting me know that.    It seems to be working again this morning so I’ll try to keep it open and hopefully it stays stable.

I’ll call the next time this happens as perhaps a call might help then.

Thanks again and sorry for all the emergency calls.   My business and clients are of course very important to me so I appreciate your support!

Regards,

Gerry O'Hare 
Financial Security Advisor 
G. A. O’Hare Financial Solutions Corporation
PO Box 55552 
Scarborough, ON. M1H3G7
Office 416-450-8206 
info@gerryoharefinancialsecurityadvisor.com
www.gerryoharefinancialsecurityadvisor.com


Hi Gerry,

Unfortunately Multi Factor Authentication (MFA) is mandatory for compliance.

Once again our recommendation would be to disconnect your current Salesforce MFA and have you setup Google or Microsoft Authenticator on your smart phone instead.   

To help you with this, we need to connect with you over the phone.    Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Gerry O'Hare <info@gerryoharefinancialsecurityadvisor.com> 
Sent: February 11, 2026 4:26 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23636223 - RE: Gerry O'Hare - Advisor not receiving the authentication code when signing into Workspace 

To whom it may concern, I cannot access Workspace again as it will not automatically send me the authentication code to enter in order to proceed. This problem seems to be happening to me almost every week and slows me down considerably from
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
To whom it may concern, I cannot access Workspace again as it will not automatically send me the authentication code to enter in order to proceed.   This problem seems to be happening to me almost every week and slows me down considerably from getting any work done as I cannot support any Canada Life clients without access to Workspace and it is incredibly unstable.   I’m at the point where I have no confidence in this process anymore as it does nothing but prevent me from getting any work done on a regular basis.

Can someone tell me if I can remove this authentication procedure from my laptop altogether as it just slows me down and prevents me from working altogether where it is impossible to support my CL clients when I can’t access Workspace.  Please advise if I can delete this software from my laptop and I’ll just rely on antivirus software to protect my laptop.   
 
P.S. if you can fix workspace for me so that I can access it today, please do as I have several days worth of work in front of me but I cannot access the system in order to process or review anything at the moment.  

Kind regards,

Gerry O'Hare 
Financial Security Advisor 
G. A. O’Hare Financial Solutions Corporation


***DDS*** 02/09/26
Name: GERRY O'HARE
Reference: KB0016714

Hello Gerry,

Thank you for the update, I will close the ticket.   If you are still experiencing this in the future, may we suggest disconnecting your current MFA and setting up a different one like google authenticator to see if that one works better for you if salesforce authenticator is giving you issues?

If you want to make the change we need to connect with you over the phone for authentication prior to making any MFA changes..  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you with this.  Our team is available between the hours of 8am to 8pm EST, M-F.


Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Gerry O'Hare <info@gerryoharefinancialsecurityadvisor.com> 
Sent: February 6, 2026 5:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23636223 - RE: Gerry O'Hare - Advisor not receiving the authentication code when signing into Workspace 

Hi Vinh, I tried to logon on a little later in the day and was able to receive an authentication code on my phone. It’s a bit erratic but the hiccups are less often these days so we’ll call it progress and you can close this ticket if that helps. 
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Vinh, I tried to logon on a little later in the day and was able to receive an authentication code on my phone.   It’s a bit erratic but the hiccups are less often these days so we’ll call it progress and you can close this ticket if that helps.

Thanks for the offer to call.

Take care

Gerry O'Hare 
Financial Security Advisor 
G. A. O’Hare Financial Solutions Corporation
PO Box 55552 
Scarborough, ON. M1H3G7




***DDS*** 02/06/26
Name: GERRY O'HARE
Email: Hello Gerry,
Reference: KB0016714 

Hello Gerry,

Thank you for reaching out.

To help you with this, we need to connect with you over the phone for troubleshooting.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Gerry O'Hare <info@gerryoharefinancialsecurityadvisor.com> 
Sent: February 6, 2026 11:44 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] URGENT - RE: 23636223 - RE: Gerry O'Hare - Advisor not receiving the authentication code when signing into Workspace 

Hi Vinh, I am having the same problem this morning as I am not receiving the authentication code on my phone like I normally do in order to get into Workspace. I tried rebooting my laptop but that did not help. Can you please see about having
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Hi Vinh, I am having the same problem this morning as I am not receiving the authentication code on my phone like I normally do in order to get into Workspace.  I tried rebooting my laptop but that did not help.  Can you please see about having this corrected again as I cannot access any client information and I have more than one request on my plate today that needs attention for our CL clients.  

Please consider this urgent as I cannot do my job and support any CL clients until this is fixed. 

Please advise asap.

Thank you Vinh.

Kind regards,


P.S. Here’s a screen print where I am still waiting for the code to reach my phone.

 


Gerry O'Hare 
Financial Security Advisor 
G. A. O’Hare Financial Solutions Corporation
PO Box 55552 
Scarborough, ON. M1H3G7
Office 416-450-8206 
info@gerryoharefinancialsecurityadvisor.com
www.gerryoharefinancialsecurityadvisor.com



***DDS*** 12/01/25
Name: GERRY O'HARE
Email: Hello Gerry,
Reference:  No reference as this is just an update. 

Email: Hello Gerry,

Thank you for the update. 

Yes, keep us updated if this happens again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Gerry O'Hare <info@gerryoharefinancialsecurityadvisor.com> 
Sent: December 1, 2025 1:28 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23636223 - RE: Gerry O'Hare - Advisor not receiving the authentication code when signing into Workspace

Hi there, as an fyi, I just logged into Workspace this afternoon and did receive the authenticator code on my cell phone. It seems like around 1x per week I get locked out because the authenticator code is not sent to my phone but it seems to
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there, as an fyi, I just logged into Workspace this afternoon and did receive the authenticator code on my cell phone.   It seems like around 1x per week I get locked out because the authenticator code is not sent to my phone but it seems to resolve itself the next day.  I’ll monitor this and will keep your email below in order to call if this happens again.

Thanks for responding to my last email

Kind regards,

Gerry O'Hare 
Financial Security Advisor 
G. A. O’Hare Financial Solutions Corporation
PO Box 55552 
Scarborough, ON. M1H3G7
Office 416-450-8206 
info@gerryoharefinancialsecurityadvisor.com
www.gerryoharefinancialsecurityadvisor.com




***DDS*** 12/01/25
Name: GERRY O'HARE
Email: Hello Gerry, 

Thank you for contacting the Workspace support group, we would be happy to assist you regarding MFA reset.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Gerry O'Hare <info@gerryoharefinancialsecurityadvisor.com> 
Sent: November 28, 2025 3:42 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23636223 - RE: Gerry O'Hare - Advisor not receiving the authentication code when signing into Workspace

Hi there, I am not receiving the authenticator # on my cell phone when I have tried a couple of times this afternoon to sign into Workspace. I have work that needs to be submitted and cannot send it to Canada Life. Can you please reset my authenticator
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Hi there, I am not receiving the authenticator # on my cell phone when I have tried a couple of times this afternoon to sign into Workspace.  I have work that needs to be submitted and cannot send it to Canada Life.  Can you please reset my authenticator to work again asap so that I can process these requests for CL clients?

Please confirm asap as one client considers her request as urgent.  

Kind regards,

Gerry O'Hare 
Financial Security Advisor 
G. A. O’Hare Financial Solutions Corporation
PO Box 55552 
Scarborough, ON. M1H3G7
Office 416-450-8206 
info@gerryoharefinancialsecurityadvisor.com
www.gerryoharefinancialsecurityadvisor.com




***DDS*** 11/10/25
Name: GERRY O'HARE
Email: Hello Gerry, 

Thank you for confirming everything is good now, please keep us updated if it happens again.

I will close out the ticket.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Gerry O'Hare <info@gerryoharefinancialsecurityadvisor.com> 
Sent: November 10, 2025 1:48 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23636223 - RE: Gerry O'Hare - Advisor not receiving the authentication code when signing into Workspace

Hi Vinh, I just tried to sign into Workspace and did receive a text from our Authenticator that allowed me to sign in. However, I’m not sure why this seems to intermittingly not send me the code as this has happened a couple times over the last
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Hi Vinh, I just tried to sign into Workspace and did receive a text from our Authenticator that allowed me to sign in.   However, I’m not sure why this seems to intermittingly not send me the code as this has happened a couple times over the last couple of weeks.

I seem to be ok for now though as I’m signed into Workspace now.

Thanks for your attention to this and hopefully it is more stable going forward.

Have a nice day Vinh!

Take care.

Gerry O'Hare 
Financial Security Advisor 
G. A. O’Hare Financial Solutions Corporation
PO Box 55552 
Scarborough, ON. M1H3G7
Office 416-450-8206 
info@gerryoharefinancialsecurityadvisor.com
www.gerryoharefinancialsecurityadvisor.com





***DDS*** 11/10/25
Name: GERRY O'HARE

Email: Thank you for contacting the Workspace support group I would be happy to assist you regarding MFA.
 
I see that you already have MFA setup on a device, When you open up your Authenticator you should see the code associated witrh your workspace please confirm that is not there?
 
If it’s not there, we will need to disconnect and re-connect your MFA.  
 
We can setup a callback time or for immediate support you can call our support line. 1-800-475-7001

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Gerry O'Hare <info@gerryoharefinancialsecurityadvisor.com> 
Sent: November 7, 2025 2:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Gerry O'Hare - Advisor not receiving the authentication code when signing into Workspace
Importance: High

To whom it may concern, I am not receiving the authentication code when signing into Workspace. I was able to receive a code and sign in this morning but when I tried to sign into Workspace again this afternoon, it did not send the authentication
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To whom it may concern, I am not receiving the authentication code when signing into Workspace.   I was able to receive a code and sign in this morning but when I tried to sign into Workspace again this afternoon, it did not send the authentication code to my cell phone as it’s supposed to so I have no way of signing into Workspace.   Note that this same problem occurred last week and required someone at Workspace to correct this for me but the same problem is reoccurring again which is very frustrating.

Can someone please reopen a ticket for that problem or help me to receive the authentication code to sign into Workspace asap.   The code is supposed to be sent to my Cell/Office number below highlighted in yellow.

Please consider this Urgent as I have a lot of Canada Life clients that need my help with their CL policies today and now, I am locked out again so I can’t help them.

Kind regards,

Gerry O'Hare 
G. A. O’Hare Financial Solutions Corporation
Financial and Insurance Representative 
PO Box 55552 
Scarborough, ON. M1H3G7
Office 416-450-8206 
info@gerryoharefinancialsecurityadvisor.com
www.gerryoharefinancialsecurityadvisor.com",True,2025-11-10T13:22:09.000+0000,False,False,005OH00000BGeeHYAT,2025-11-10T13:22:09.000+0000,005OH00000BGeeHYAT,2026-02-12T14:52:20.000+0000,005OH00000BGeeHYAT,2026-02-23T21:35:53.000+0000,(416)291-0451,(416) 450-8206,info@gerryoharefinancialsecurityadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fKydFYAS,False,,23638702,0030A0000029nhGQAQ,0010A000002wAWwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"****DDS*** 
User was having issues with getting into workspace, that was fixed and then user advised they were also having issues with learning centre. 


****email chain*****
Hello Tony,

     Thank you contacting workspace support. It was a pleasure assisting you, although we were unable to get you in after clearing cookies and cache and trying a different browser. I would suggest reaching out to the @Learning Centre Administrator as this is a provisioning issue and they can assist with fixing that. Please do not hesitate to reach out, if you have any further questions or concerns. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T15:11:08.000+0000,False,False,005OH00000BFQFHYA5,2025-11-10T14:34:56.000+0000,005OH00000BFQFHYA5,2025-11-10T15:11:09.000+0000,005OH00000BFQFHYA5,2025-11-10T15:11:09.000+0000,(416)346-0948,,2017tonyzhang@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fL0v9YAC,False,,23639129,0035o0000072yhpAAA,0015o000007g94LAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"User wants to create Workspace account, needs to wait for DM email.
===========
Bonjour Hekmat,

C’était un plaisir de vous parler aujourd’hui pour vous aider à créer votre compte Espace Affaires.

Durant notre appel, vous m’avez indiqué que vous aviez envoyé un courriel à @Distribution Methodology pour recevoir un code d’activation. Dès que vous recevrez leur réponse, vous pourrez utiliser ce code pour créer un nom d’utilisateur de la manière suivante :

Étape 1 : Allez sur la page de connexion de l’Espace Affaires (Espace affaires ouvrez une session — Canada Vie)
Étape 2 : Cliquez sur « S’inscrire »

 

Étape 3 : Cliquez sur « Créer votre nom d’utilisateur »

 

Étape 4 : Cliquez sur « Inscrivez-vous dès maintenant »

 

Vous allez atterrir sur une page où vous allez pouvoir indiquer votre prénom, nom de famille, code de conseiller et code d’activation contenu dans le courriel reçu de Distribution Methodology. Cela vous permettra de créer votre nom d’utilisateur.
À noter qu’après la création de votre nom d’utilisateur cela peut prendre jusqu’à 48h avant que vous puissiez vous connecter à votre compte.

Si vous avez d’autres questions ou besoin d’aide pour suivre ces étapes, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T15:08:10.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-10T14:43:43.000+0000,005OH00000AbJ7aYAF,2025-11-10T15:08:10.000+0000,005OH00000AbJ7aYAF,2025-11-10T15:08:10.000+0000,(514)909-1044,,hhayeck88@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fL3MfYAK,False,,23636971,0030A00000AoThKQAV,0010A00000BNkl0QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support MFA RESET,Medium,"user needed to reset MFA, she had the email authentication method.
Authenticated user, diconnected and reconnected with google app.
EMAIL=====================
Bonjour Saadia,

Merci d’avoir contacté le support de l’espace concernant votre soucis de l’authentificateur, J'ai vraiment apprécié notre échange.

lors de notre appel aujourd’hui, nous avons déconnecté et reconnecté votre authentificateur avec l’application Google.
Et vous avez pu vous connecter à votre compte d’espace affaire.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T14:08:26.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-10T13:51:20.000+0000,005OH00000AZ3ZxYAL,2025-11-10T14:15:35.000+0000,005OH00000AZ3ZxYAL,2025-11-10T14:15:35.000+0000,(450)473-9808,(514) 774-0639,saadia@servicesfinanciers.info,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLE3fYAG,False,,23640815,003G0000018f7EOIAY,0010A000002wPJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:14:33.000+0000,False,False,005OH00000AdAzSYAV,2025-11-10T15:14:33.000+0000,005OH00000AdAzSYAV,2025-11-10T15:14:33.000+0000,005OH00000AdAzSYAV,2025-11-10T15:14:33.000+0000,(905)517-9117,(905) 517-9117,teresa@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLJknYAG,False,,23637976,0030A0000076m5GQAQ,0010A000007xXx4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T14:19:02.000+0000,False,False,005OH00000245RQYAY,2025-11-10T14:19:02.000+0000,005OH00000245RQYAY,2025-11-10T14:19:03.000+0000,005OH00000245RQYAY,2025-11-10T14:19:03.000+0000,(514)991-4818,,rongrong.dong@yuanrongwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLMcEYAW,False,,23638970,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T14:40:22.000+0000,False,False,005OH00000245RQYAY,2025-11-10T14:40:22.000+0000,005OH00000245RQYAY,2025-11-10T14:40:22.000+0000,005OH00000245RQYAY,2025-11-10T14:40:22.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLPyIYAW,False,,23638606,003OH00000VbHplYAF,001OH00000cY0hMYAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client access,Medium,"***DDS*** 11/25/25
Name: Jessica Ambrose
Reference: 
Email: Hello Jessica,

The Advisor’s who currently has direct access will not lose their access, they can still access it for current plans.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jessica Ambrose <jambrose@granvillewest.com> 
Sent: November 24, 2025 3:56 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23638606 - RE: Conquest planning software access

Hi Vinh, We don’t need a direct channel for David, so we will look into getting conquest access elsewhere. Out of curiosity, what is going to happen to all of the advisors conquest accounts who currently have direct access but will be losing
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Vinh,

We don’t need a direct channel for David, so we will look into getting conquest access elsewhere. 

Out of curiosity, what is going to happen to all of the advisors conquest accounts who currently have direct access but will be losing it and switching to indirect access in March? Will the plans linked to the direct codes be deleted? 

Thanks!

Jessica Ambrose
Insurance Associate
 
1100 – 1075 West Georgia Street
Vancouver BC, V6E 3C9
T 604 687 0050 F 604 688 3385
E jambrose@granvillewest.com 
 

granvillewest.com






***DDS*** 11/21/25
Name: Jessica Ambrose
Reference: KB0023051 and KB0017372
Email: Hello Jessica and David,

For clarification David needs to have access to Goal based planning under the direct channel.   I am only seeing he has indirect access, David will need to register for direct (ADSL) workspace and have delegate TPA access.   I have attached the TPA access form.

For the 2nd question splitting new policies with additional advisors, the Advisor will need to update their preferences within the new business web app to grant David access.   I have also attached a job aid for updating preferences.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jessica Ambrose <jambrose@granvillewest.com> 
Sent: November 20, 2025 4:34 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: David Norman <dnorman@granvillewest.com>
Subject: [EXT] RE: 23638606 - RE: Conquest planning software access

Hello! David still does not have access to conquest so we’re hoping to get an update on that! It was also noted that he does not have the ability to choose another advisor to split new policies with. How do we go about getting additional advisors
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Hello!

David still does not have access to conquest so we’re hoping to get an update on that!

It was also noted that he does not have the ability to choose another advisor to split new policies with. How do we go about getting additional advisors added?

Thanks so much!

Jessica Ambrose
Insurance Associate




***DDS*** 11/10/25
Name:  Jessica Ambrose

Email:Hello Jessica,

Thank you for contacting the Workspace support group we will be happy to assist in getting David access to Conquest.

@Distribution Methodology I see that David Daniel Norman was Granted TPA to Jessica Ambrose but I do not see that it was completed, can you please double check.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jessica Ambrose <jambrose@granvillewest.com> 
Sent: November 7, 2025 6:30 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: David Norman <dnorman@granvillewest.com>
Subject: [EXT] Conquest planning software access

Good afternoon! Can you please advise how we go about getting David Norman access to conquest? Thank you! Jessica Ambrose Insurance Associate 1100 – 1075 West Georgia Street Vancouver BC, V6E 3C9 T 604 687 0050 F 604 688 3385 E jambrose@ granvillewest. com
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ZjQcmQRYFpfptBannerEnd
Good afternoon!

Can you please advise how we go about getting David Norman access to conquest?

Thank you!

Jessica Ambrose
Insurance Associate
 
1100 – 1075 West Georgia Street
Vancouver BC, V6E 3C9
T 604 687 0050 F 604 688 3385
E jambrose@granvillewest.com",True,2025-11-10T14:45:24.000+0000,False,False,005OH00000BGeeHYAT,2025-11-10T14:32:51.000+0000,005OH00000BGeeHYAT,2025-11-25T19:49:00.000+0000,005OH00000BGeeHYAT,2025-11-25T19:49:00.000+0000,(778)809-5026,,dnorman@granvillewest.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLSMjYAO,False,,23640166,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:02:57.000+0000,False,False,005G0000002gxxjIAA,2025-11-10T15:02:57.000+0000,005G0000002gxxjIAA,2025-11-10T15:02:57.000+0000,005G0000002gxxjIAA,2025-11-10T15:02:57.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLSWMYA4,False,,23638895,003G0000018f7F2IAI,0010A000002wPJpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Registration-INC1834881,Medium,"**DDS**11/10/2025
schedule call to assist with registration.
Email====================
Hello Chris,
It was a pleasure assisting you with your Workspace registration today.
On our call we were able complete your Workspace registration with your MGA chanel, set up the MFA authenticator and log in your workspace.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support 
Sent: November 4, 2025 8:05 AM
To: Sperdakes, Chris <chris@mmfp.ca>
Subject: RE: Registration-INC1834881

Hi Chris,

I am trying to call from the office number but reached your voicemail, we can only reset your password once I authenticate you with the office number.

Please let me know when a good time is to call you.

I have 902 431 7526 as your contact number.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.    

Link for more information on Simple Protect: SimpleProtect - Learning and support 

   
Warm Regards,  
   
Natasha R 
Distribution Digital Support Specialist  
Distribution Digital Support    
Canada Operations     
P: 1-800-475-7001   
E: CLWorkspacesupport@canadalife.com   
    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X  
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.  
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.  



From: CL Workspace Support 
Sent: November 4, 2025 7:26 AM
To: 'Chris Sperdakes' <chris@mmfp.ca>
Subject: RE: Registration-INC1834881

Good morning, Chris,

Thank you for reaching out, I can call you at 10am ast if that’s a good for you.

Please send me your call back number as well please.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.    

Link for more information on Simple Protect: SimpleProtect - Learning and support 

   
Warm Regards,  
   
Natasha R 
Distribution Digital Support Specialist  
Distribution Digital Support    
Canada Operations     
P: 1-800-475-7001   
E: CLWorkspacesupport@canadalife.com   
    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X  
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.  
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.  


From: Chris Sperdakes <chris@mmfp.ca> 
Sent: November 3, 2025 1:36 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Registration-INC1834881

Natasha, Distribution got back to me with my username…are you able to help from here? I don’t know what link to go to so I can choose “forgot password” as I definitely don’t remember my password. I am free all day tomorrow for a call before
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ZjQcmQRYFpfptBannerEnd
Natasha, 

Distribution got back to me with my username…are you able to help from here?  I don’t know what link to go to so I can choose “forgot password” as I definitely don’t remember my password.  I am free all day tomorrow for a call before 3pm AST.  Thanks. 

Chris Sperdakes 
Matthews McDonough Financial Planning Inc. 
Canada Life 
Financial Security Advisor 
Quadrus Investment Services Ltd. 
Investment Representative 
6174 Quinpool Road 
Halifax, NS, B3L 1A3 
Work: (902) 446-3202 
Cell: (902) 830-2512 
Fax: (902) 431-9514 
chris@mmfp.ca 
http://www.matthewsmcdonough.com 
  
""If you no longer want to receive these messages, click the word unsubscribe to email a request to me."" 
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 30, 2025 12:00 PM
To: Chris Sperdakes <chris@mmfp.ca>
Subject: Registration-INC1834881 

Hello Chris, Thank you for reaching out to Workspace Support, It was a pleasure talking with you today. For your registration process, email the distribution_methodology@canadalife.comrequesting for y 
sophospsmartbannerend 
Hello Chris, 
Thank you for reaching out to Workspace Support, It was a pleasure talking with you today. 
For your registration process, email the distribution_methodology@canadalife.comrequesting for your  REPNET user id And Password for you MGA account. 
You inform them you tried to reset your user on the selfcare and the link they send you however it would not allow you too. 
Once you received those, you can  reach me back with 2 of your available slots and time zone we can schedule a time together to complete thye rest. 
If you need more help, don't hesitate to contact us. 
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey . 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.    

Link for more information on Simple Protect: SimpleProtect - Learning and support 

   
Warm Regards,  
   
Natasha R 
Distribution Digital Support Specialist  
Distribution Digital Support    
Canada Operations     
P: 1-800-475-7001   
E: CLWorkspacesupport@canadalife.com   
    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X  
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.  
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T15:02:04.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-10T14:38:45.000+0000,005OH00000AZ3ZxYAL,2025-11-10T15:02:04.000+0000,005OH00000AZ3ZxYAL,2025-11-10T15:02:04.000+0000,(902)830-2512,(902) 830-2512,chris@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,143.0
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500OH00000fLnZDYA0,False,,23642434,003OH00000Wkp0KYAR,001OH00000eIsfkYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:40:48.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T15:40:48.000+0000,005OH000007fgYjYAI,2025-11-10T15:40:49.000+0000,005OH000007fgYjYAI,2025-11-10T15:40:49.000+0000,(438)886-2474,,info@christinebourassa.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLnsaYAC,False,,23641349,0030A0000029dysQAA,0010A000002w2OsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:23:34.000+0000,False,False,005OH000004pk06YAA,2025-11-10T15:23:34.000+0000,005OH000004pk06YAA,2025-11-10T15:23:35.000+0000,005OH000004pk06YAA,2025-11-10T15:23:35.000+0000,(905)447-6317,,jtaylor@moneyassist.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLoFAYA0,False,,23641217,0030A0000029WG0QAM,0010A000002vw2vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:21:07.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T15:21:07.000+0000,005OH000007fgYjYAI,2025-11-10T15:21:07.000+0000,005OH000007fgYjYAI,2025-11-10T15:21:07.000+0000,(514)261-6319,(514) 261-6319,julie.lebrun@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLqYjYAK,False,,23642946,0030A0000029jb6QAA,0010A000002w75tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:48:31.000+0000,False,False,0055o000002DK5fAAG,2025-11-10T15:48:31.000+0000,0055o000002DK5fAAG,2025-11-10T15:48:31.000+0000,0055o000002DK5fAAG,2025-11-10T15:48:31.000+0000,(416)818-1972,,bshah72@gmail.com,(905)829-5516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLqYlYAK,False,,23644344,0030A0000029ZAnQAM,0010A000002vyV9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:08:55.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T16:08:55.000+0000,005OH000007fgYjYAI,2025-11-10T16:08:56.000+0000,005OH000007fgYjYAI,2025-11-10T16:08:56.000+0000,(514)225-4856,,michael@movative.ca,(514)255-4856,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLt1tYAC,False,,23640864,003OH00000XA7bZYAT,001OH00000fAKdqYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:15:16.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T15:15:16.000+0000,005OH000007fgYjYAI,2025-11-10T15:15:17.000+0000,005OH000007fgYjYAI,2025-11-10T15:15:17.000+0000,(418)627-7007X204,,samuelgenest@maraplanif.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fLv2DYAS,False,,23643542,0035o000005gYhOAAU,0015o000006FNI1AAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:57:35.000+0000,False,False,005OH0000030c5BYAQ,2025-11-10T15:57:35.000+0000,005OH0000030c5BYAQ,2025-11-10T15:57:35.000+0000,005OH0000030c5BYAQ,2025-11-10T15:57:35.000+0000,(705)456-6428,,dbelzee1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM0ZdYAK,False,,23641538,003OH00000CXfByYAL,001OH00000F4Uq6YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:26:29.000+0000,False,False,0055o000001NWfMAAW,2025-11-10T15:26:29.000+0000,0055o000001NWfMAAW,2025-11-10T15:26:30.000+0000,0055o000001NWfMAAW,2025-11-10T15:26:30.000+0000,(905)479-5806,6472691935,note.benshi@gmail.com,(647)269-1935,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM0szYAC,False,,23641564,0030A0000029glRQAQ,0010A000002w4jRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:26:50.000+0000,False,False,005OH0000084GETYA2,2025-11-10T15:26:50.000+0000,005OH0000084GETYA2,2025-11-10T15:26:50.000+0000,005OH0000084GETYA2,2025-11-10T15:26:50.000+0000,(519)496-8517,,doug.fischer@outlook.com,(519)342-3454,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM2RoYAK,False,,23643912,0030A0000029hgDQAQ,0010A000002w5WYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:02:38.000+0000,False,False,0055o000001h4cFAAQ,2025-11-10T16:02:38.000+0000,0055o000001h4cFAAQ,2025-11-10T16:02:38.000+0000,0055o000001h4cFAAQ,2025-11-10T16:02:38.000+0000,(204)982-3280,(204) 228-3116,nelson@perspectivefinancial.ca,(204)786-1296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM4biYAC,False,,23644594,0030A0000029ZuUQAU,0010A000002vz8ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:12:39.000+0000,False,False,005OH000004oiYEYAY,2025-11-10T16:12:39.000+0000,005OH000004oiYEYAY,2025-11-10T16:12:39.000+0000,005OH000004oiYEYAY,2025-11-10T16:12:39.000+0000,(519)442-2471,,adel.emil2000@gmail.com,(519)442-0303,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM51UYAS,False,,23642864,0030A0000029c83QAA,0010A000002w0wZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:47:31.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T15:47:31.000+0000,005OH000007fgYjYAI,2025-11-10T15:47:32.000+0000,005OH000007fgYjYAI,2025-11-10T15:47:32.000+0000,(514)791-5633,,admin@calculinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM73GYAS,False,,23642577,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:43:12.000+0000,False,False,005OH00000245RQYAY,2025-11-10T15:43:12.000+0000,005OH00000245RQYAY,2025-11-10T15:43:12.000+0000,005OH00000245RQYAY,2025-11-10T15:43:12.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM7PvYAK,False,,23646724,003G0000018f6XjIAI,0010A000002wOUoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Learning Center/Quadrus access,Medium,"User had issues accessing Learning Center and QuadrusAccess. Clearing cache and cookies reestablished access to Learning Center. User redirected to Quadrus dept by email at QuadrusSecurityRequests@quadrusinvestment.com to make sure log in info is correct.
============
Bonjour Sebastien,

C’était un plaisir de vous avoir eu au téléphone aujourd’hui concernant l’accès au Centre d’Apprentissage et à l’Accès Conseiller (AccèsQuadrus).

Durant notre appel, je vous ai aidé à supprimer les données en cache et les cookies, ce qui vous a permis d’accéder au Centre d’Apprentissage. En ce qui concerne l’Accès Quadrus, il se peut que votre clé d’accès ou mot de passe soit incorrect, vous pouvez contacter le département en question par courriel au QuadrusSecurityRequests@quadrusinvestment.com pour vérifier vos informations et voir si votre adresse courriel a été mise à jour de leur côté.

Si vous avez d’autres questions, n’hésitez pas à nous joindre et nous vous aiderons avec plaisir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-29T15:31:54.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-10T16:43:58.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:31:54.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:31:54.000+0000,(514)931-4242,(514) 826-0069,sg@servicesfinanciersops.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM7o1YAC,False,,23642222,003OH000003rXdeYAE,0010A000002w2pSQAQ,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,"the user requested a client listing. The advisor code is no longer active, so we asked the user to contact contract&licensing for further assistance",True,2025-11-10T15:37:49.000+0000,False,False,005OH000002iN7rYAE,2025-11-10T15:37:49.000+0000,005OH000002iN7rYAE,2025-11-10T15:37:49.000+0000,005OH000002iN7rYAE,2025-11-10T15:37:49.000+0000,(647)878-6078,,zbanu247@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM8DpYAK,False,,23642261,003OH00000W6fXdYAJ,001OH00000dFpzwYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:38:21.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T15:38:21.000+0000,005OH000007fgYjYAI,2025-11-10T15:38:22.000+0000,005OH000007fgYjYAI,2025-11-10T15:38:22.000+0000,(514)346-5609,,sgrondin@growtheco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM8nJYAS,False,,23642309,003G0000018f77rIAA,0010A000002wPBBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,"***DDS*** 11/10/25
Name: CHAOYUAN LU

Email: Hello Joseph,

Thank you for contacting the Workspace support group I would be happy to assist you regarding Workspace password best practices 

It is recommended to change your password from time to time, I believe Workspace prompts you to change your password every 90 days.

If your inquiry is also referring to applications or product outside of Workspace ie FGH we cannot speak on that and would refer you to email: access@financialhorizons.com

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chaoyuan (Joseph) Lu <joseph@adelinelin.com> 
Sent: November 7, 2025 1:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Lu, Chaoyuan <joseph@adelinelin.com>
Subject: [EXT] questions about changing psw

Hi, I don’t know whether WS team can answer my questions, if cannot please forward it to the right person, Thanks. We advisor is using single sign on to WS_AS, WS_MGA, FHG and Quadrus via FHG credentials. However, each system behind still
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

I don’t know whether WS team can answer my questions, if cannot please forward it to the right person, Thanks.

We advisor is using single sign on to WS_AS, WS_MGA, FHG and Quadrus via FHG credentials. However, each system behind still has their own password. Do we need to change the PSW regularly for security reason? And how can we do it? 

****Please note I have changed my business address and phone number****

Chaoyuan (Joseph) Lu, Ph. D., QAFP®
Qualified Associate Financial Planner
 
2000 - 4515 Central Boulevard Metrotower III, Burnaby, BC V5H 0C6
Tel. 604.438.1232 | Fax 604.438.7799 | joseph@adelinelin.com 
1-888-252-1847 to reach the Client Service Centre (CSC)",True,2025-11-10T15:57:39.000+0000,False,False,005OH00000BGeeHYAT,2025-11-10T15:39:04.000+0000,005OH00000BGeeHYAT,2025-11-10T15:57:39.000+0000,005OH00000BGeeHYAT,2025-11-10T15:57:39.000+0000,(640)438-1232,(778) 928-3578,joseph@adelinelin.com,(604)438-7799,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fM9WVYA0,False,,23644289,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:08:08.000+0000,False,False,005OH000004pk06YAA,2025-11-10T16:08:08.000+0000,005OH000004pk06YAA,2025-11-10T16:08:08.000+0000,005OH000004pk06YAA,2025-11-10T16:08:08.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMANhYAO,False,,23642493,003OH000002H5VIYA0,001OH000002ozToYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"**DDS**11/10/2025
password reset and login assistance.first time user mfa set up.
EMAIL=====================
Hello Steven,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with assisting you with your Workspace login.
On our call today we reset your Workspace password which allowed you to log in your Workspace and we also set up your Microsoft Authenticator app.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T15:53:01.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-10T15:41:47.000+0000,005OH00000AZ3ZxYAL,2025-11-10T15:53:01.000+0000,005OH00000AZ3ZxYAL,2025-11-10T15:53:01.000+0000,(438)406-5202,,steven.wyngaert@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMCB0YAO,False,,23643278,0030A000005XUQyQAO,0010A000006HCl2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:53:21.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T15:53:21.000+0000,005OH000007fgYjYAI,2025-11-10T15:53:21.000+0000,005OH000007fgYjYAI,2025-11-10T15:53:21.000+0000,(450)492-1795,,christopher.harmatknull@sunlife.com,(450)682-1812,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMDGjYAO,False,,23642761,003OH00000WPmK8YAL,001OH00000dipi6YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:45:55.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T15:45:55.000+0000,005OH000007fgYjYAI,2025-11-10T15:45:55.000+0000,005OH000007fgYjYAI,2025-11-10T15:45:55.000+0000,(418)317-5395,,eric@plantesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMEXnYAO,False,,23643804,003OH00000Fu7UWYAZ,001OH00000JnS1wYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:01:13.000+0000,False,False,0055o000002DK5fAAG,2025-11-10T16:01:13.000+0000,0055o000002DK5fAAG,2025-11-10T16:01:13.000+0000,0055o000002DK5fAAG,2025-11-10T16:01:13.000+0000,(437)922-3203,,ahmad.dirawan@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMEeFYAW,False,,23642944,0030A0000029g5WQAQ,0010A000002w49DQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace,Medium,"Wei is calling about having his premium offset and paid up his policy. Refer to regional sales associate

=============

Hi Weining,

Thank you for contacting the workspace support regarding your inquiry about offsetting your premium payments.

As much as I want to assist you with your concern today, your Regional Sales Associate is the right team to talk about this matter reason for me to refer you over to them for better assistance.
For anything related to workspace, please don’t hesitate to contact us and will be happy to help you.

I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-10T16:09:35.000+0000,False,False,005OH00000BFPZHYA5,2025-11-10T15:48:28.000+0000,005OH00000BFPZHYA5,2025-11-10T16:20:30.000+0000,005OH00000BFPZHYA5,2025-11-10T16:20:30.000+0000,(905)307-8999,(416) 888-0524,weining.yan@shenglin.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMFYgYAO,False,,23643175,0030A0000029nvbQAA,0010A000002wAhFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:51:59.000+0000,False,False,0055o000002DK5fAAG,2025-11-10T15:51:59.000+0000,0055o000002DK5fAAG,2025-11-10T15:51:59.000+0000,0055o000002DK5fAAG,2025-11-10T15:51:59.000+0000,(416)721-7452,,mukesh@vpcsolution.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMFqRYAW,False,,23643187,0035o000007S1Z7AAK,0015o0000088Vu4AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:52:12.000+0000,False,False,005OH0000084GETYA2,2025-11-10T15:52:12.000+0000,005OH0000084GETYA2,2025-11-10T15:52:12.000+0000,005OH0000084GETYA2,2025-11-10T15:52:12.000+0000,(905)328-7677,,chandler@f-w.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMGbFYAW,False,,23643615,003OH00000QVj8SYAT,001OH00000WG1E6YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:58:37.000+0000,False,False,005G0000002gxxjIAA,2025-11-10T15:58:37.000+0000,005G0000002gxxjIAA,2025-11-10T15:58:37.000+0000,005G0000002gxxjIAA,2025-11-10T15:58:37.000+0000,(450)377-6390,,amelie.morin@nd-sfi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMIeeYAG,False,,23644450,003OH00000KetbvYAB,001OH00000PCqKpYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:10:26.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T16:10:26.000+0000,005OH000007fgYjYAI,2025-11-10T16:10:27.000+0000,005OH000007fgYjYAI,2025-11-10T16:10:27.000+0000,(438)883-2333,514-548-3439 ext. 1,adrien.dumas@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMIhsYAG,False,,23646263,0030A0000029oKdQAI,0010A000002wAzuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:37:38.000+0000,False,False,005OH000004oiYEYAY,2025-11-10T16:37:38.000+0000,005OH000004oiYEYAY,2025-11-10T16:37:38.000+0000,005OH000004oiYEYAY,2025-11-10T16:37:38.000+0000,(519)658-2621,,ckirby@faithlifefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMJ2oYAG,False,,23643983,0030A0000029pw3QAA,0010A000002wCHeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:03:36.000+0000,False,False,0055o000002DK5fAAG,2025-11-10T16:03:36.000+0000,0055o000002DK5fAAG,2025-11-10T16:03:36.000+0000,0055o000002DK5fAAG,2025-11-10T16:03:36.000+0000,(905)306-0031,(647) 278-3632,anna.haydar@igpwm.ca,(905)306-0039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMKTcYAO,False,,23646066,0030A0000029W5MQAU,0010A000002vvvpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:34:25.000+0000,False,False,005OH000003ds0PYAQ,2025-11-10T16:34:25.000+0000,005OH000003ds0PYAQ,2025-11-10T16:34:25.000+0000,005OH000003ds0PYAQ,2025-11-10T16:34:25.000+0000,(905)666-8434,(416) 453-4691,mattsims@rogers.com,(905)666-5134,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMLm9YAG,False,,23643703,0030A0000029c83QAA,0010A000002w0wZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T15:59:52.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T15:59:52.000+0000,005OH000007fgYjYAI,2025-11-10T15:59:52.000+0000,005OH000007fgYjYAI,2025-11-10T15:59:52.000+0000,(514)791-5633,,admin@calculinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMOgrYAG,False,,23645663,0035o0000072yhpAAA,0015o000007g94LAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Successfully registered to Workspace 

Bonjour Hekmat, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à vous inscrire avec succès à Workspace.

Votre avis compte. Faites-nous savoir ce que vous avez pensé du service en remplissant ce bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
--------------
F/u email to schedule time to complete WS registration per advisor request. Awaiting response. 
----------------------
Workspace Registration Issue, followed KB0020538  , INC1850246
##########
Bonjour Hekmat, 

Merci d'avoir contacté le support Workspace. Nous avons eu le plaisir de vous assister aujourd'hui pour l'inscription à Workspace. Bien que le problème ne soit pas encore résolu, nous travaillerons avec diligence pour le traiter le plus rapidement possible. Veuillez noter le numéro de ticket suivant pour votre dossier : 23645663. Nous vous contacterons dès que le problème sera résolu afin de pouvoir finaliser l'inscription à Workspace.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T16:28:08.000+0000,False,False,005OH00000BFQFGYA5,2025-11-10T16:28:30.000+0000,005OH00000BFQFGYA5,2025-11-12T16:28:08.000+0000,005OH00000BFQFGYA5,2025-11-12T16:28:08.000+0000,(514)909-1044,,hhayeck88@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMQfNYAW,False,,23644120,0030A0000029YMwQAM,0010A000002vxoYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:05:44.000+0000,False,False,0055o000002DK5fAAG,2025-11-10T16:05:44.000+0000,0055o000002DK5fAAG,2025-11-10T16:05:44.000+0000,0055o000002DK5fAAG,2025-11-10T16:05:44.000+0000,(647)326-9948,(416) 951-7836,steven.park@dfsin.ca,(416)297-6015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMR3ZYAW,False,,23644149,0030A0000029YMwQAM,0010A000002vxoYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:06:16.000+0000,False,False,0055o000002DK5fAAG,2025-11-10T16:06:16.000+0000,0055o000002DK5fAAG,2025-11-10T16:06:17.000+0000,0055o000002DK5fAAG,2025-11-10T16:06:17.000+0000,(647)326-9948,(416) 951-7836,steven.park@dfsin.ca,(416)297-6015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMSqvYAG,False,,23646478,003G0000018f6nFIAQ,0010A000002wOp2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:40:32.000+0000,False,False,0050A000000XQhmQAG,2025-11-10T16:40:32.000+0000,0050A000000XQhmQAG,2025-11-10T16:40:33.000+0000,0050A000000XQhmQAG,2025-11-10T16:40:33.000+0000,(506)648-9995,(506) 608-7597,roger@trinityroyalfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMTQLYA4,False,,23644354,0030A0000029gBBQAY,0010A000002w4F2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:09:03.000+0000,False,False,005OH0000084GETYA2,2025-11-10T16:09:03.000+0000,005OH0000084GETYA2,2025-11-10T16:09:03.000+0000,005OH0000084GETYA2,2025-11-10T16:09:03.000+0000,(905)629-2021X22,,john.disalvo@manulifesecurities.ca,(905)629-2022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMU3AYAW,False,,23645823,003OH000007PhIoYAK,001OH0000098UFFYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:30:53.000+0000,False,False,005OH000004oiYEYAY,2025-11-10T16:30:53.000+0000,005OH000004oiYEYAY,2025-11-10T16:30:53.000+0000,005OH000004oiYEYAY,2025-11-10T16:30:53.000+0000,(416)722-8675,,nav@randhawainsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMVwnYAG,False,,23644561,003OH00000DbRLKYA3,001OH00000HETN4YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:12:15.000+0000,False,False,005OH0000084GETYA2,2025-11-10T16:12:15.000+0000,005OH0000084GETYA2,2025-11-10T16:12:16.000+0000,005OH0000084GETYA2,2025-11-10T16:12:16.000+0000,(905)405-1200,,prabh@tangrigroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMX8zYAG,False,,23644674,0035o000003v3UuAAI,0015o000004WVNCAA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Conquest/ workspace issues,Medium,"Name: Zach Murray
Advisor or support staff: Advisor
Advisor Code:
Advisor Name:  
Phone:		
Email: Zach Murray <zach@imperiallife.ca>
1. Siebel verification:
2. Last Login to Workspace:
Issue: Conquest planning. All of the plans created are ""read only"".

FINDINGS/RESOLUTION: KB0023350 ADVISOR ON THE LIST. SENT FOLLOW UP TO RE-ENROLL AS PER KB.
--------------------------------***DDS  11/10/2025***------------------------------
Hello Zach,

Thank you for contacting Workspace support today regarding plans in Conquest as it shows read only.
 
A re-enrollment request was sent out on August 28th, 2025. 

As no reply to re-enroll in Digital Toolkit and/or Goals Based Planning was received, the account was moved to Read-Only.
 
Please follow this re-enrollment link below to get this setup again, thanks.
Canada Life Digital Toolkit Re-enrolment form

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------***DDS  11/10/2025***------------------------------
EMAIL RECEIVED
--------------------------------***DDS  11/10/2025***------------------------------
Hi there,

I am having issues with Conquest planning. All of the plans created are ""read only"".

Can you please assist with having this function working properly?

Thank you,
Zach Murray, CFP
 
100 - 2939 Portland Drive, Oakville Ontario L6H 5S4
P: (905) 581-0878 ext:104  | F: (905) 538-7961 
zach@imperiallife.ca  | www.imperiallife.ca",True,2025-11-10T16:18:46.000+0000,False,False,005OH00000AUS7aYAH,2025-11-10T16:13:49.000+0000,005OH00000AUS7aYAH,2025-11-10T16:18:46.000+0000,005OH00000AUS7aYAH,2025-11-10T16:18:46.000+0000,(416)388-2997,,zach@imperiallife.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMXQpYAO,False,,23647415,0035o000007Aw93AAC,0015o000007qb52AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:54:09.000+0000,False,False,005OH000003ds0PYAQ,2025-11-10T16:54:09.000+0000,005OH000003ds0PYAQ,2025-11-10T16:54:09.000+0000,005OH000003ds0PYAQ,2025-11-10T16:54:09.000+0000,(613)969-6211,,matt@aqfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMZ2jYAG,False,,23644869,003OH000007WMKqYAO,001OH000009G3MeYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Changing Workspace Login Email Address,Medium,"****DDS****11/10/25 

Authenticated user and updated email address in SF
User was able to sign in with new email address

****DDS****11/07/25 
Called user - no response
Sent FU email to provide best time and date for a call back

DDS - Please follow KB0023058 Steps for Indirect Advisor (MGA). 

FYI: Not updated in Siebel.

Current email : info@sfcv.ca
New Email : natacha@sfcv.ca

SF ID: 005OH000002KVEhYAO

=============================================================================================
 
****Email Chain****

Salut Natacha,

Comme nous avons réussi à changer votre adresse courriel pour Espace Affaires, veuillez faire ce même changement dans L’Apexa. Au cas ou vous n’arrivez pas à localiser Apexa, veuillez contacter votre responsable du bureau. 
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support 
Sent: November 10, 2025 9:32 AM
To: Natacha Kirouac <natacha@sfcv.ca>
Subject: RE: Changement d'adresse courriel - INC1843709

Bonjour Natacha,

C’est Lawrie pour un petit suivi sur notre appel. 

Je suis heureuse d’avoir pu vous aider avec la demande de changement de votre adresse courriel pour l’Espace Affaires. Votre adresse courriel a été modifié de info@sfcv.ca à 
natacha@sfcv.ca et vous avez également pu vous connecter, vous déconnecter et vous reconnecter avec la nouvelle adresse courriel avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Natacha Kirouac <natacha@sfcv.ca> 
Sent: November 10, 2025 6:31 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Changement d'adresse courriel - INC1843709

Bonjour Je suis disponible du lundi au jeudi de 8h30 à 12h00 et de 13h00 à 16h30. Merci et bonne journée De : CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Envoyé : 7 novembre 2025 12: 40 À : Natacha Kirouac <natacha@ sfcv. ca>
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour

Je suis disponible du lundi au jeudi de 8h30 à 12h00 et de 13h00 à 16h30.

Merci et bonne journée

 

De : CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Envoyé : 7 novembre 2025 12:40
À : Natacha Kirouac <natacha@sfcv.ca>
Objet : Changement d'adresse courriel - INC1843709

Bonjour Natacha,

Nous avons reçu votre demande de changement d’adresse courriel.
 
Veuillez nous indiquer le jour et l'heure (fuseau horaire inclus) qui vous conviennent le mieux pour pouvoir vous assister.
J'espère avoir de vos nouvelles bientôt.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T16:32:41.000+0000,False,False,005OH0000097FtCYAU,2025-11-10T16:16:22.000+0000,005OH0000097FtCYAU,2025-11-10T16:49:31.000+0000,005OH0000097FtCYAU,2025-11-10T16:49:31.000+0000,(418)428-2837,,natacha@sfcv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMZQxYAO,False,,23646553,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:41:37.000+0000,False,False,005OH000004pk06YAA,2025-11-10T16:41:37.000+0000,005OH000004pk06YAA,2025-11-10T16:41:38.000+0000,005OH000004pk06YAA,2025-11-10T16:41:38.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMZXNYA4,False,,23644906,0030A0000029o0UQAQ,0010A000002wAl5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advisor code terminated,Medium,"INC1842433 for all info
================
Good morning Karen,

Thank you for taking my call this morning about your Workspace account access.

I wanted to confirm with you your current advisor code. The advisor code D7088 in our system is indicated as being terminated, therefore your Workspace account is not active.

You should contact your MGA to make sure this code is indicated as being active, which will then change your account back into being active and allow you to access it without issue.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T16:28:03.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-10T16:16:57.000+0000,005OH00000AbJ7aYAF,2025-11-10T16:28:03.000+0000,005OH00000AbJ7aYAF,2025-11-10T16:28:03.000+0000,(705)305-0108,,karenlynnalves@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMcyIYAS,False,,23645451,0030A0000029fL9QAI,0010A000002w3Z0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:25:19.000+0000,False,False,005OH000004oiYEYAY,2025-11-10T16:25:19.000+0000,005OH000004oiYEYAY,2025-11-10T16:25:19.000+0000,005OH000004oiYEYAY,2025-11-10T16:25:19.000+0000,(519)281-1861,,mike@waterhouseassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMdvyYAC,False,,23645494,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:25:59.000+0000,False,False,005OH000003ds0PYAQ,2025-11-10T16:25:59.000+0000,005OH000003ds0PYAQ,2025-11-10T16:26:00.000+0000,005OH000003ds0PYAQ,2025-11-10T16:26:00.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMhErYAK,False,,23647632,0030A0000029jRVQAY,0010A000002w6xoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:57:29.000+0000,False,False,0055o000001NWfMAAW,2025-11-10T16:57:29.000+0000,0055o000001NWfMAAW,2025-11-10T16:57:30.000+0000,0055o000001NWfMAAW,2025-11-10T16:57:30.000+0000,(905)770-8828,(416) 804-8278,lolita.wong@brokerteam.ca,(905)770-8851,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMo6cYAC,False,,23646801,003G0000018f6peIAA,0010A000002wOrNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T16:45:14.000+0000,False,False,005G0000002gxxjIAA,2025-11-10T16:45:14.000+0000,005G0000002gxxjIAA,2025-11-10T16:45:14.000+0000,005G0000002gxxjIAA,2025-11-10T16:45:14.000+0000,(450)492-5688,(514) 833-6874,mike@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMu5ZYAS,False,,23646964,003OH00000E0n0pYAB,0010A000002wQ01QAE,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,the user requested a client listing. They were sent to the user was sent the requested listing.,True,2025-11-10T16:47:51.000+0000,False,False,005OH000002iN7rYAE,2025-11-10T16:47:51.000+0000,005OH000002iN7rYAE,2025-11-10T16:47:51.000+0000,005OH000002iN7rYAE,2025-11-10T16:47:51.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMx56YAC,False,500OH00000fNULxYAO,23648506,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Merged,,Email,,INC1826941-Call-back,Medium,"Good day Leanne,

I tried calling you, but my call was forwarded to your voicemail (I left a message).

Your account was locked due to three consecutive invalid password attempts. I’ve just unlocked it for you.
Could you please check and confirm whether you’re now able to access it without any issues?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Leanne Jones <leanne@prosperwealth.ca> 
Sent: November 10, 2025 8:53 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1826941: ERR-W1977 - error received when linking Workspace account

It’s still not working. I’m locked out now. Can you reset my MGA Workspace password again? LEANNE JONES, MBA, CFP®, CLU, CHS Prosper Wealth Ltd. Financial Advisor Investment Representative Quadrus Investment Services Ltd. 100 Osborne Street
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
It’s still not working.

I’m locked out now.  Can you reset my MGA Workspace password again?

LEANNE JONES, MBA, CFP®, CLU, CHS
Prosper Wealth Ltd.
Financial Advisor
Investment Representative
Quadrus Investment Services Ltd.
100 Osborne Street N.
Winnipeg, MB   R3C 2H6
Ph:   204.946.8172    
Fax: 204.946.4188
Leanne@prosperwealth.ca

The information contained in this email is confidential and may be privileged. If you are not the intended recipient, please notify the sender immediately and delete or destroy this communication without reading it, and without forwarding or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 7, 2025 12:34 PM
To: Leanne Jones <leanne@prosperwealth.ca>
Subject: RE: INC1826941: ERR-W1977 - error received when linking Workspace account

Hi Leanne,

Please check the email below and Kindly provide a confirmation that the issue was resolved (or not).

Have a great day!

From: CL Workspace Support 
Sent: November 6, 2025 10:31 AM
To: Jones, Leanne <leanne@prosperwealth.ca>
Subject: RE: INC1826941: ERR-W1977 - error received when linking Workspace account

Good day Leanne,

I tried calling you, but my call was forwarded to your voicemail (I left a message).

We have heard back from our Digital Hub team, and they confirmed that the issue with your MGA account is resolved now, and you should be able to link it to your Advice Canada account.

Please confirm if the issue is resolved or not.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: CL Workspace Support 
Sent: October 24, 2025 10:43 AM
To: Jones, Leanne <leanne@prosperwealth.ca>
Subject: INC1826941: ERR-W1977 - error received when linking Workspace account

Good day Leanne,

We understand that you have an issue when linking your Workspace account. We are happy to assist you in this matter. 

Your issue was escalated to the Digital Lab team for immediate investigation.

When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T17:16:52.000+0000,False,False,005OH00000AbCcLYAV,2025-11-10T17:09:41.000+0000,005OH00000AbCcLYAV,2025-11-10T17:47:49.000+0000,005OH00000AbCcLYAV,2025-11-10T17:47:49.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fMyXOYA0,False,,23648101,003G000001EIIkrIAH,0010A000002wRwvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,duplicate of 23589440,Medium,opened when i made an outbound call,True,2025-11-10T17:07:34.000+0000,False,False,005OH000008919xYAA,2025-11-10T17:03:41.000+0000,005OH000008919xYAA,2025-11-10T17:50:16.000+0000,005OH000008919xYAA,2025-11-10T17:50:16.000+0000,(519)397-5000,(519) 360-6848,kim@utleyfinancialgroup.com,(519)397-1432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fN1WvYAK,False,,23650585,0035o000005iKk2AAE,0010A000002vutzQAA,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,the user was doing a follow up regarding a client listing. They were informed that the listing was sent to the advisor couple of weeks ago.,True,2025-11-10T17:40:52.000+0000,False,False,005OH000002iN7rYAE,2025-11-10T17:40:52.000+0000,005OH000002iN7rYAE,2025-11-10T17:40:52.000+0000,005OH000002iN7rYAE,2025-11-10T17:40:52.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fN52fYAC,False,,23649266,0030A0000029YE0QAM,0010A000002vxizQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:21:13.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T17:21:13.000+0000,005OH000006owoYYAQ,2025-11-10T17:21:14.000+0000,005OH000006owoYYAQ,2025-11-10T17:21:14.000+0000,(306)949-0094,,ray@anderswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fN5AjYAK,False,,23649731,0035o000006vVUTAA2,0015o000007XeBJAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"****DDS** 11/10/2025
User wanted to set up workspace account, but no USERID, referred to distribution methodology.

****email chain****

Hello Jian,

      Thank you for contacting Canada life workspace support. Like we discussed you will need to set up your User ID and password before you can register for your workspace account. To get your User ID, you can reach out to Distribution_Methodology@canadalife.com. Please reach out to them and advise you need the registration package. If you have any further questions or concerns, do not hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T17:53:09.000+0000,False,False,005OH00000BFQFHYA5,2025-11-10T17:28:06.000+0000,005OH00000BFQFHYA5,2025-11-11T20:07:34.000+0000,005OH00000BFQFHYA5,2025-11-11T20:07:34.000+0000,(416)856-5866,(647) 939-7560,jennifer.ling@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fN5sDYAS,False,,23648026,0030A000005eNLKQA2,0010A000006OQwXQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,Call back done but no good,True,2025-11-10T17:34:45.000+0000,False,False,005OH00000BFPZHYA5,2025-11-10T17:02:42.000+0000,005OH00000BFPZHYA5,2025-11-10T17:34:45.000+0000,005OH00000BFPZHYA5,2025-11-10T17:34:45.000+0000,(780)448-2298X12084,,codyharvey@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fN6TJYA0,False,,23648075,0030A0000029jRVQAY,0010A000002w6xoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:03:19.000+0000,False,False,0055o000001NWfMAAW,2025-11-10T17:03:19.000+0000,0055o000001NWfMAAW,2025-11-10T17:03:19.000+0000,0055o000001NWfMAAW,2025-11-10T17:03:19.000+0000,(905)770-8828,(416) 804-8278,lolita.wong@brokerteam.ca,(905)770-8851,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fN7h9YAC,False,,23649006,0030A000005eNLKQA2,0010A000006OQwXQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application,Medium,"Advisor got disconnected while in assist line. Tried to call back but unable to reach the caller successfully
no response from the advisor specific to the additional information needed to escalate his issue.

==================

Hello Dakota,

Glad to hear that everything went well. Thank you for the confirmation. For future reference if you need assistance anything related to workspace, please don’t hesitate to call us back and will be happy to help you.

I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Cody Harvey <charvey@goinsurance.ca> 
Sent: November 13, 2025 2:15 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23649006 - Client getting "" too much attempt "" in completing a simple protect application

Hi Randy, I do believe this ended up being user error on the client’s part. Sorry about that! Thanks for your help! -Cody From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: November 13, 2025 12: 45 PM To: Cody Harvey
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Randy,

I do believe this ended up being user error on the client’s part.

Sorry about that! Thanks for your help!

-Cody

Hi Dakota,

This is to follow up on the information that I am needing for me to escalate your situation to the appropriate team. If in any case you still need assistance on this issue, please send the additional information requested such as

•	Advisor’s name 
•	 phone number
•	Application number 

Thank you!


Hi Dakota,

Thank you for contacting the workspace support about your client not able to complete the application on their side getting  (too much attempt) message.

My apologies as our line got disconnected, I have tried to call you back unfortunately I’m not able to reach you successfully. After going through my investigation, It looks like I will need to escalate this situation to have this issue resolve. For me to escalate this situation accordingly, please respond to this email with these details:

•	Advisor’s name & phone number
•	Application number 

I will forward this issue as soon as I get your details. Thank you!",True,2025-11-13T19:55:14.000+0000,False,False,005OH00000BFPZHYA5,2025-11-10T17:17:03.000+0000,005OH00000BFPZHYA5,2025-11-13T21:17:44.000+0000,005OH00000BFPZHYA5,2025-11-13T21:17:44.000+0000,(780)448-2298X12084,,codyharvey@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fN86zYAC,False,,23651421,003G0000018f7nFIAQ,0010A000002wPtiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:51:41.000+0000,False,False,0055o000002KxaMAAS,2025-11-10T17:51:41.000+0000,0055o000002KxaMAAS,2025-11-10T17:51:42.000+0000,0055o000002KxaMAAS,2025-11-10T17:51:42.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fN8lHYAS,False,,23648912,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:15:48.000+0000,False,False,0055o000001h4cFAAQ,2025-11-10T17:15:48.000+0000,0055o000001h4cFAAQ,2025-11-10T17:15:48.000+0000,0055o000001h4cFAAQ,2025-11-10T17:15:48.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fN9MRYA0,False,,23651923,0030A0000029Vd9QAE,0010A000002vvVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:59:05.000+0000,False,False,0055o000002KxmIAAS,2025-11-10T17:59:05.000+0000,0055o000002KxmIAAS,2025-11-10T17:59:06.000+0000,0055o000002KxmIAAS,2025-11-10T17:59:06.000+0000,(905)331-2090,,rpclarkefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fN9pPYAS,False,,23648994,0030A0000029jRVQAY,0010A000002w6xoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:16:54.000+0000,False,False,0055o000001NWfMAAW,2025-11-10T17:16:54.000+0000,0055o000001NWfMAAW,2025-11-10T17:16:54.000+0000,0055o000001NWfMAAW,2025-11-10T17:16:54.000+0000,(905)770-8828,(416) 804-8278,lolita.wong@brokerteam.ca,(905)770-8851,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNAblYAG,False,,23648442,003OH00000SXOqHYAX,001OH00000Yk6c1YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:08:46.000+0000,False,False,0055o000001NWfMAAW,2025-11-10T17:08:46.000+0000,0055o000001NWfMAAW,2025-11-10T17:08:47.000+0000,0055o000001NWfMAAW,2025-11-10T17:08:47.000+0000,(647)674-7891,,xujixiao78@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNFi3YAG,False,,23651769,0030A000001ahMXQAY,0010A000002wN1NQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:56:43.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T17:56:43.000+0000,005OH000006owoYYAQ,2025-11-10T17:56:44.000+0000,005OH000006owoYYAQ,2025-11-10T17:56:44.000+0000,(306)260-7086,(306) 260-7086,brett@mwml.ca,(306)800-5212,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNGxJYAW,False,,23649035,003G0000018f6V0IAI,0010A000002wORhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:17:32.000+0000,False,False,005OH00000245RQYAY,2025-11-10T17:17:32.000+0000,005OH00000245RQYAY,2025-11-10T17:17:33.000+0000,005OH00000245RQYAY,2025-11-10T17:17:33.000+0000,(450)492-5688,,daniel@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNKJNYA4,False,,23649316,003OH00000GycxKYAR,001OH00000L0NqDYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:21:58.000+0000,False,False,005OH000002N6huYAC,2025-11-10T17:21:58.000+0000,005OH000002N6huYAC,2025-11-10T17:24:22.000+0000,005OH000002N6huYAC,2025-11-10T17:24:22.000+0000,(819)437-8336,,alexandre.branco@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNSDjYAO,False,,23650946,0030A00000Aqo6bQAB,0010A00000BPsSiQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:45:17.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T17:45:17.000+0000,005OH000006owoYYAQ,2025-11-10T17:45:18.000+0000,005OH000006owoYYAQ,2025-11-10T17:45:18.000+0000,(306)921-4474,,tylerpuetz@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNSDkYAO,False,,23651276,0031600002G6XqrAAF,0010A000002wNF1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,"***DDS*** 11/10/25
Name: Kay Hira  

Email: Hello Kay, 

I called Brian at 902-222-4530 but unfortunately I only received his voicemail.    I left Brian a message advising that he needs to register to Workspace in order to access the learning center to complete his code of conduct. 

Hello Brian as mentioned in my voicemail here is the step by step job aid for Workspace registration.

If you would like a callback, please provide a preferred callback time or for immediate support you can call our Workspace support line. 1-800-475-7001.
   

Registering for Workspace
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/
 
Let me know if you have any questions or come across any issues registering. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Hira, Kay <Kay.Hira@canadalife.com> 
Sent: November 10, 2025 11:04 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Brain Heaney / LL10388 / W5342 - Code of Conduct error
Importance: High

Hello WS support team

Brian is getting the run around by calling the service desk in order to get to the learning centre and completing the code of conduct.
He called the service desk but the overseas support personnel was unable to assist, after a long wait & conversation. The tech support personnel was unable to find the advisor.

Can someone please call him at : 902-222-4530

Thanks

Kay Hira  ACS  CSC
Business Development Consultant I Advanced Advisor Practices
Kay.Hira@canadalife.com I 416-756-8680",True,2025-11-10T18:10:53.000+0000,False,False,005OH00000BGeeHYAT,2025-11-10T17:49:55.000+0000,005OH00000BGeeHYAT,2025-11-10T18:10:53.000+0000,005OH00000BGeeHYAT,2025-11-10T18:10:53.000+0000,(902)222-4530,,brian@etheringtons.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNSiOYAW,False,,23652544,0035o000005emp7AAA,0015o000006DcFoAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T18:07:45.000+0000,False,False,005OH0000084GETYA2,2025-11-10T18:07:45.000+0000,005OH0000084GETYA2,2025-11-10T18:07:46.000+0000,005OH0000084GETYA2,2025-11-10T18:07:46.000+0000,(647)271-1916,,bobbyg2008@live.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNUH7YAO,False,,23650111,003OH00000VqFakYAF,001OH00000cs20jYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:34:06.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T17:34:06.000+0000,005OH000006owoYYAQ,2025-11-10T17:34:07.000+0000,005OH000006owoYYAQ,2025-11-10T17:34:07.000+0000,(639)525-9876,,hoanvutt@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNWcNYAW,False,,23652865,0035o000007IG57AAG,0010A000002wAGkQAM,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,the user requested information on a code we cannot validate them for. They have reached out to Contract and licensing team and we have archived the email.,True,2025-11-10T18:12:15.000+0000,False,False,005OH000002iN7rYAE,2025-11-10T18:12:15.000+0000,005OH000002iN7rYAE,2025-11-10T18:12:15.000+0000,005OH000002iN7rYAE,2025-11-10T18:12:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNbH8YAK,False,,23655989,0030A0000029olGQAQ,0010A000002wBMkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T18:53:39.000+0000,False,False,0050A000000XQhmQAG,2025-11-10T18:53:39.000+0000,0050A000000XQhmQAG,2025-11-10T18:53:39.000+0000,0050A000000XQhmQAG,2025-11-10T18:53:39.000+0000,(709)727-0834,,cjkhiscock0834@gmail.com,(709)747-4738,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNblgYAC,False,,23651693,0030A000001ahMXQAY,0010A000002wN1NQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:55:34.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T17:55:34.000+0000,005OH000006owoYYAQ,2025-11-10T17:55:34.000+0000,005OH000006owoYYAQ,2025-11-10T17:55:34.000+0000,(306)260-7086,(306) 260-7086,brett@mwml.ca,(306)800-5212,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNcplYAC,False,,23650903,003G0000018f7NHIAY,0010A000002wPSwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:44:38.000+0000,False,False,0055o000002KxmIAAS,2025-11-10T17:44:38.000+0000,0055o000002KxmIAAS,2025-11-10T17:44:39.000+0000,0055o000002KxmIAAS,2025-11-10T17:44:39.000+0000,(905)875-7290,(905) 875-7290,mike@mikehpenner.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNgmzYAC,False,,23652495,003G0000018f6RwIAI,0010A000002wOOHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T18:07:06.000+0000,False,False,0055o000002KxaMAAS,2025-11-10T18:07:06.000+0000,0055o000002KxaMAAS,2025-11-10T18:07:07.000+0000,0055o000002KxaMAAS,2025-11-10T18:07:07.000+0000,(780)720-3018,(780) 720-3018,ted@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNhZWYA0,False,,23657210,003OH00000LYXYaYAP,001OH00000QE8jaYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:09:59.000+0000,False,False,0055o000001NWfMAAW,2025-11-10T19:09:59.000+0000,0055o000001NWfMAAW,2025-11-10T19:10:00.000+0000,0055o000001NWfMAAW,2025-11-10T19:10:00.000+0000,(416)666-6633,,wenjun6633@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNj8EYAS,False,,23656300,0030A0000029ZUXQA2,0010A000002vyl6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Unable to receive the password reset link but advisor confirmed that he was able to access his workspace a month or 2 before. sent inquiry to andigitalsupport@canadalife.com as his workspace shows inactive after doing the investigation

======================
Hi Keith,

This is to provide you an update about our conversation earlier today. According to our digital partner, it is identified that a request from your MGA on Oct 15th was received to offboard you and that makes your workspace account inactive. Reason for the password reset link to not go through.

I understand this must be frustrating for you and for any clarification or further details about the situation please reach out to your MGA.

I appreciate your patience and understanding. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Hi Keith,

Thank you for contacting the workspace support regarding your concern not receiving any password reset link on your workspace.

After going through an investigation, I can confirm that we need to escalate your issue to our digital partner to further investigate the situation. Rest assured that I will be working on this matter for you and will provide update once it is ready.

Appreciate your patience on this matter. Thank you!",True,2025-11-10T23:28:40.000+0000,False,False,005OH00000BFPZHYA5,2025-11-10T18:57:53.000+0000,005OH00000BFPZHYA5,2025-11-10T23:28:40.000+0000,005OH00000BFPZHYA5,2025-11-10T23:28:40.000+0000,(780)459-3343,(780) 217-5913,keith.jackson@ig.ca,(780)459-4321,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNkIiYAK,False,,23655422,003OH00000Ukdl6YAB,001OH00000bVfHkYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T18:46:34.000+0000,False,False,005OH00000865wTYAQ,2025-11-10T18:46:34.000+0000,005OH00000865wTYAQ,2025-11-10T18:46:34.000+0000,005OH00000865wTYAQ,2025-11-10T18:46:34.000+0000,(368)996-7748,,covin8899@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNkybYAC,False,,23651868,003G0000018f73TIAQ,0010A000002wP6nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T17:58:22.000+0000,False,False,0055o000002KxaMAAS,2025-11-10T17:58:22.000+0000,0055o000002KxaMAAS,2025-11-10T17:58:22.000+0000,0055o000002KxaMAAS,2025-11-10T17:58:22.000+0000,(780)440-0733,,andrew@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNmh4YAC,False,,23652466,0030A0000029cMTQAY,0010A000002w17xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Resetting MFA/Updating address,Medium,"User needs to reset MFA but gave old advisor code and physical address is not updated on Siebel.
=============
Bonjour Guy,

C’était un plaisir de vous parler aujourd’hui pour vous aider à réinitialiser votre authentificateur pour accéder au compte Espace Affaires.

Durant les questions d’authentification, nous n’avons pas pu confirmer votre adresse postale, et nous n’avons donc pas pu vous authentifier. Pour être sûr que vos informations (y compris adresse postale) soient correctement à jour avec Canada Vie, veuillez contacter votre Agence Générale. Sinon, il se peut que votre AVR, Melissa Gbago, joignable par courriel au melissa.gbago@canadavie.com puisse vous donner plus d’information sur ce processus.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T18:27:01.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-10T18:06:45.000+0000,005OH00000AbJ7aYAF,2025-11-10T18:27:01.000+0000,005OH00000AbJ7aYAF,2025-11-10T18:27:01.000+0000,(514)917-2300,(514) 917-2300,g.gignac@mvfinances.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNnJlYAK,False,,23652083,0030A0000029kj8QAA,0010A000002w80JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T18:01:20.000+0000,False,False,0055o000002KxmIAAS,2025-11-10T18:01:20.000+0000,0055o000002KxmIAAS,2025-11-10T18:01:21.000+0000,0055o000002KxmIAAS,2025-11-10T18:01:21.000+0000,(905)643-6914,,erik.corras@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNsksYAC,False,,23653540,003G000001fFFHFIA4,0010A000002wSuRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - CRM questions,Medium,"*11/10*
----------------

Sally Ryan

I have never done anything with it, i get the notifications, you are too late, i dont understand it or use it, some of the contracts never transferred over, client, it's been transferred, 

*email*
----------------
Good afternoon Sally, 

Thank you for contacting the Workspace Support Team with your CRM inquiry. 

You wanted to know what made up the CRM information because you have been receiving messages and emails from us regarding it. We advised that it’s essentially your client notes or records that are not directly linked to a product, any notes, or details over and above what is required for product documentation or applications. In reference to your other issue with missing clients, it looks like you potentially have 2 different Workspace instances set up for you. One was not logged into for a long time; you can check the other instance for your missing clients. If you have any questions or concerns, please reply to this email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T18:36:34.000+0000,False,False,005OH000008919xYAA,2025-11-10T18:21:15.000+0000,005OH000008919xYAA,2025-11-10T18:36:35.000+0000,005OH000008919xYAA,2025-11-10T18:36:35.000+0000,(905)948-2664,,sally.ryan@cgbgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNuzaYAC,False,,23653192,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T18:16:24.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T18:16:24.000+0000,005OH000007fgYjYAI,2025-11-10T18:16:25.000+0000,005OH000007fgYjYAI,2025-11-10T18:16:25.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNx31YAC,False,,23653448,0030A0000029mdUQAQ,0010A000002w9coQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T18:19:57.000+0000,False,False,0050A000000XQhmQAG,2025-11-10T18:19:57.000+0000,0050A000000XQhmQAG,2025-11-10T18:19:57.000+0000,0050A000000XQhmQAG,2025-11-10T18:19:58.000+0000,(506)632-0303,506.643.0224,len@davisbirdfinancial.com,(506)658-9694,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fNyGvYAK,False,,23655409,003OH00000XRcHWYA1,0010A000002vwxyQAA,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,"the user requested a client listing for an advisor. they were informed that we cannot provide a listing to wholesalers, so we could send the information to the advisor instead.",True,2025-11-10T18:46:26.000+0000,False,False,005OH000002iN7rYAE,2025-11-10T18:46:26.000+0000,005OH000002iN7rYAE,2025-11-10T18:46:26.000+0000,005OH000002iN7rYAE,2025-11-10T18:46:26.000+0000,,,sam.bezaire@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fO4e2YAC,False,,23655804,0030A0000029itxQAA,0010A000002w6VUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - MFA,Medium,"*11/10*
----------------

Doug SMITH
ll30521
f0455

i need help with the authenciator, i dont know how to get it set up.
diconnected authenticator

*email*
----------------

Good afternoon Doug, 

Thank you for contacting the Workspace Support Team with your authenticator set up issue. 

You updated your phone and wanted to set up the Salesforce authenticator app on the new device. We were able to disconnect the old app and then you registered the new app and signed into Workspace successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T19:03:37.000+0000,False,False,005OH000008919xYAA,2025-11-10T18:51:17.000+0000,005OH000008919xYAA,2025-11-10T19:03:37.000+0000,005OH000008919xYAA,2025-11-10T19:03:37.000+0000,(905)687-4063,,smith.financial@sunlife.com,(905)687-4177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fO5N8YAK,False,,23656460,003G0000018f7OVIAY,0010A000002wPUvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue.,Medium,"**DDS**11/10/2025-INC1850418
user request merge no visible discrepency
email================
**DDS**11/10/2025
emailed user.

**DAS**11/10/2025
These clients can be merged. The user should receive a prompt on the screen.

**DDS**11/10/2025 case23656460
user request to merge 2 account for same client ,different chanel.
NO visible discrepency.
there is no CIS data to correct but the user is reporting they are unable to merge accounts
please assist

- Client Information : 

First Name:TERRI 
Middle Name: M
Last Name: MYERS
DOB:July 14, 1953
Policy #'s:40648997-2761359214
60872325T-8125667594

Company:  GWL and CL
CIS Client ID:2761359214, 8125667594

URL for records:URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000AWPDOQA5/terri-m-myers
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000WvaNlYAJ/terri-m-myers?tabset-15dae=3

EMAIL===============


Hello Morgan, 

Thank you for submitting your merge request. The discrepancy preventing the merge prompt notification has been updated.

Please give it 2-4 business days and you should get a prompt notification to merge your client accounts. 

If you are still unable to see this updated, please contact us again and we can investigate it further.

We would love to know if we're meeting your expectations by filling out this Survey. Your feedback will assist us in providing better assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect- Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


   




From: Swoogo Alerts <noreply@swoogo.com> 
Sent: October 27, 2025 8:24 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Morgan hanson (morgan@ financialheights. ca) has submitted a merge issue. Client details: First name: terri Middle name (if applicable): m Last name: myers DOB: July 14, 1953 Policy Number(s): 40648997,60872325T
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Morgan hanson (morgan@financialheights.ca) has submitted a merge issue.
 
Client details:
First name: terri
Middle name (if applicable): m
Last name: myers
DOB: July 14, 1953
Policy Number(s): 40648997,60872325T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000AWPDOQA5/terri-m-myers
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000WvaNlYAJ/terri-m-myers?tabset-15dae=3
URL 3: 
URL 4: 
Additional details:",True,2025-11-12T15:48:52.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-10T18:59:51.000+0000,005OH00000AZ3ZxYAL,2025-11-12T15:48:53.000+0000,005OH00000AZ3ZxYAL,2025-11-12T15:48:53.000+0000,(204)489-1587,(204) 229-3884,grant@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fO5dIYAS,False,,23656649,0030A0000029pSUQAY,0010A000002wBuIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:02:14.000+0000,False,False,005OH0000030c5BYAQ,2025-11-10T19:02:14.000+0000,005OH0000030c5BYAQ,2025-11-10T19:02:15.000+0000,005OH0000030c5BYAQ,2025-11-10T19:02:15.000+0000,(705)329-4466X234,,tburton@ipcc.org,(705)329-4029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOBdsYAG,False,,23657172,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:09:31.000+0000,False,False,005OH000004pk06YAA,2025-11-10T19:09:31.000+0000,005OH000004pk06YAA,2025-11-10T19:09:31.000+0000,005OH000004pk06YAA,2025-11-10T19:09:31.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOCuvYAG,False,,23657498,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-11-10T19:13:49.000+0000,0050A000000Hq5PQAS,2025-11-10T19:14:26.000+0000,0050A000000Hq5PQAS,2025-11-10T19:14:26.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOCy5YAG,False,,23655078,0030A0000029XTnQAM,0010A000002vx2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect,Medium,"**DDS**11/10/2025
user request assistance regarding simple protege application.
EMAIl==============
Bonjour Yaovi,

Merci d’avoir contacté le support de l’espace concernant votre soucis sur l’application Simplement proteger, J'ai vraiment apprécié notre échange.

je suis content d’avoir pu aider avec vos questions sur les bénéficiaires aujourd’hui concernant l’application.

vous pouvez également joindre le support de chat disponible sur Workspace pour obtenir de l’aide.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T18:52:10.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-10T18:42:03.000+0000,005OH00000AZ3ZxYAL,2025-11-10T18:52:11.000+0000,005OH00000AZ3ZxYAL,2025-11-10T18:52:11.000+0000,(514)822-4270,(514) 898-0390,yaovi.bouka@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOELdYAO,False,,23657539,0035o000005utXTAAY,0015o000006SrCXAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:14:23.000+0000,False,False,005OH000004oiYEYAY,2025-11-10T19:14:23.000+0000,005OH000004oiYEYAY,2025-11-10T19:14:23.000+0000,005OH000004oiYEYAY,2025-11-10T19:14:23.000+0000,(519)326-9919,,alana.wiper@manulifesecurities.ca,(519)326-6165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOGaKYAW,False,,23658268,003OH000007PhIoYAK,001OH0000098UFFYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:24:31.000+0000,False,False,005OH000004oiYEYAY,2025-11-10T19:24:31.000+0000,005OH000004oiYEYAY,2025-11-10T19:24:32.000+0000,005OH000004oiYEYAY,2025-11-10T19:24:32.000+0000,(416)722-8675,,nav@randhawainsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOIIjYAO,False,,23655684,003OH00000GycxKYAR,001OH00000L0NqDYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T18:49:31.000+0000,False,False,005OH000002N6huYAC,2025-11-10T18:49:31.000+0000,005OH000002N6huYAC,2025-11-10T18:49:31.000+0000,005OH000002N6huYAC,2025-11-10T18:49:31.000+0000,(819)437-8336,,alexandre.branco@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOIp2YAG,False,,23657102,0030A0000029poXQAQ,0010A000002wCB6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:08:40.000+0000,False,False,005OH0000084GETYA2,2025-11-10T19:08:40.000+0000,005OH0000084GETYA2,2025-11-10T19:08:40.000+0000,005OH0000084GETYA2,2025-11-10T19:08:40.000+0000,(905)886-4913X129,647-354-6565,rn@safewayinsure.com,(905)886-9624,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOLJxYAO,False,,23659279,0030A0000029ay5QAA,0010A000002w012QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:39:51.000+0000,False,False,005OH000004oiYEYAY,2025-11-10T19:39:51.000+0000,005OH000004oiYEYAY,2025-11-10T19:39:52.000+0000,005OH000004oiYEYAY,2025-11-10T19:39:52.000+0000,(519)369-1446,(519) 823-2790,glen.barckert@iainvestia.ca,(519)369-1801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fONThYAO,False,,23656248,0030A0000029XHQQA2,0010A000002vwtLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Needs to disconnect and reconnect authenticator, failed authentication.",True,2025-11-10T19:15:07.000+0000,False,False,005OH00000BFQFGYA5,2025-11-10T18:57:07.000+0000,005OH00000BFQFGYA5,2025-11-10T19:15:08.000+0000,005OH00000BFQFGYA5,2025-11-10T19:15:08.000+0000,(403)228-8226,,sean@morainewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOO82YAG,False,,23657782,0030A0000029Za9QAE,0010A000002vypLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:18:11.000+0000,False,False,0055o000001NWfMAAW,2025-11-10T19:18:11.000+0000,0055o000001NWfMAAW,2025-11-10T19:18:12.000+0000,0055o000001NWfMAAW,2025-11-10T19:18:12.000+0000,(905)307-8999,6473818127,wendytamw@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOQZkYAO,False,,23662302,0030A0000029gevQAA,0010A000002w4eXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:25:15.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T20:25:15.000+0000,005OH000006owoYYAQ,2025-11-10T20:25:15.000+0000,005OH000006owoYYAQ,2025-11-10T20:25:15.000+0000,(306)956-5200,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fORU6YAO,False,,23656917,003G0000018f7XQIAY,0010A000002wPeJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"***DDS** 11/11/2025
User inquiring about merging MGA and ADSL workspace, advised not an option. User advised email was received and will be forwarding email to me.


****email chain***
Hello Martin,

      Thank you for contacting workspace support. It was a pleasure assisting you today. As discussed, there is no option to merge the MGA and ADSL workspace as those are 2 separate channels and companies. Regarding the email you received, if you could please send a screenshot of that at your earliest convenience, so we can investigate it further. In the meantime, if you have any further questions or concerns, please do not hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Martin

      Thank you for the screenshot. Looks like according to the picture this is for you to configure your Advice Canada hub which is a thing you can do to have a single website you can go to where you can then click on either MGA or Advisor Solution(Direct) to access those accounts. It doesn't merge the accounts; it just creates an easy way to link the accounts to a single hub where you can quick access them. You can follow the link in that email and you can then link those accounts to that hub yourself manually.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T19:03:25.000+0000,False,False,005OH00000BFQFHYA5,2025-11-10T19:06:01.000+0000,005OH00000BFQFHYA5,2025-11-12T18:40:19.000+0000,005OH00000BFQFHYA5,2025-11-12T18:40:19.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fORnZYAW,False,,23662096,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:22:02.000+0000,False,False,005OH000004oiYEYAY,2025-11-10T20:22:02.000+0000,005OH000004oiYEYAY,2025-11-10T20:22:03.000+0000,005OH000004oiYEYAY,2025-11-10T20:22:03.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOTm1YAG,False,,23656992,003OH00000X9vdaYAB,001OH00000fAKdwYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:06:57.000+0000,False,False,005OH000002N6huYAC,2025-11-10T19:06:57.000+0000,005OH000002N6huYAC,2025-11-10T19:06:57.000+0000,005OH000002N6huYAC,2025-11-10T19:06:57.000+0000,(418)696-1331,,maryse.dufour@ig.ca,(418)696-2235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOUN7YAO,False,,23657047,003OH00000X9vdaYAB,001OH00000fAKdwYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:07:51.000+0000,False,False,005OH000002N6huYAC,2025-11-10T19:07:51.000+0000,005OH000002N6huYAC,2025-11-10T19:07:51.000+0000,005OH000002N6huYAC,2025-11-10T19:07:51.000+0000,(418)696-1331,,maryse.dufour@ig.ca,(418)696-2235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOXWIYA4,False,,23657683,0030A0000029judQAA,0010A000002w7KqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process question,Medium,"User has inquiry about accepting an offer for a client, referred to RSA.
============
Bonjour Jacques,

C’était un plaisir de vous avoir au téléphone aujourd’hui au sujet d’une acceptation d’offre pour la police 69094669T.

Pour ce type de questions, nous vous conseillons de contacter Marie Claire Jobson, votre AVR, au marie-claire.jobson@canadavie.com ou par téléphone au 581 705-4165.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T19:26:37.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-10T19:16:38.000+0000,005OH00000AbJ7aYAF,2025-11-10T19:26:37.000+0000,005OH00000AbJ7aYAF,2025-11-10T19:26:37.000+0000,(450)650-8505X11792,(514) 710-5858,jdaneau@lussier.co,(450)650-8515,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOXmQYAW,False,,23658333,0030A0000029XFuQAM,0010A000002vwsdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"*11/10*
----------------

Junto 

b0608

i have a repnet account registered before, license lapsed, my previous account does not work 
completed registration but user opted to finish authenticator set up later due to time contraints 

*email*
----------------

Good afternoon Jake, 

Thank you for contacting the Workspace Support Team with your registration inquiry.

You had used Repnet in the past and wanted to set up your Workspace. We were able to get your Repnet password reset and then help you register for Workspace successfully. You had to hold on the authenticator registration due to a time constraint. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T21:00:31.000+0000,False,False,005OH000008919xYAA,2025-11-10T19:25:31.000+0000,005OH000008919xYAA,2025-11-10T21:00:31.000+0000,005OH000008919xYAA,2025-11-10T21:00:31.000+0000,(778)320-2525,,jakeguo0705@gmail.com,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOY2XYAW,False,,23657473,0030A0000029bhiQAA,0010A000002w0ZIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"****DDS*** 11/10/2025
User needed to reconnect MFA

***email chain***

Hello Sean,

     It was a pleasure assisting you today. Glad we were able to disconnect and reconnect your MFA. If you do have any more questions or concerns, please do not hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T19:20:31.000+0000,False,False,005OH00000BFQFHYA5,2025-11-10T19:13:29.000+0000,005OH00000BFQFHYA5,2025-11-10T19:20:31.000+0000,005OH00000BFQFHYA5,2025-11-10T19:20:31.000+0000,(613)257-6229,(613) 880-2941,slawrence@certika.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOY7OYAW,False,,23658865,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:33:40.000+0000,False,False,005OH000004pk06YAA,2025-11-10T19:33:40.000+0000,005OH000004pk06YAA,2025-11-10T19:33:41.000+0000,005OH000004pk06YAA,2025-11-10T19:33:41.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOg06YAC,False,,23661791,003OH000003YJD1YAO,001OH000004TVFqYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:17:31.000+0000,False,False,005OH0000084GETYA2,2025-11-10T20:17:31.000+0000,005OH0000084GETYA2,2025-11-10T20:17:32.000+0000,005OH0000084GETYA2,2025-11-10T20:17:32.000+0000,(647)233-1174,,nicole.spencer@spencerkatzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOi3ZYAS,False,,23660872,0030A0000029X29QAE,0010A000002vwhMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DSFA,Medium,"User wants to submit application 44520 but cannot without a Fundserv code. Redirected to contracts and licensing.
==============
Good afternoon Robert,

It was a pleasure speaking with you today about completing and submitting a SegFund application through Workspace.

At the end of the application, a FundServ code is needed to submit it. To obtain one, you can email canadalife.contracts&licensing@canadalife.com. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T20:23:53.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-10T20:03:39.000+0000,005OH00000AbJ7aYAF,2025-11-10T20:23:53.000+0000,005OH00000AbJ7aYAF,2025-11-10T20:23:53.000+0000,(506)443-7777,(506) 470-0626,roberteaton588@gmail.com,(506)454-3866,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOkmxYAC,False,,23662063,0030A0000029c9kQAA,0010A000002w0y6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"General inquiry about a client request - referred to Client service Center

================

Thank you for contacting the workspace support about your client’s inquiry on how to change the beneficiary under her name.

As much as I want to provide help, we have identified that we need to connect you over to a team to better assist you with your client’s inquiry. 

I do appreciate your patience on this matter and thank you for your time. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-10T20:44:15.000+0000,False,False,005OH00000BFPZHYA5,2025-11-10T20:21:20.000+0000,005OH00000BFPZHYA5,2025-11-10T21:11:48.000+0000,005OH00000BFPZHYA5,2025-11-10T21:11:48.000+0000,(416)986-4497,,jag@jag-singh.ca,(905)482-0398,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOlr6YAC,False,,23661509,0030A0000029nb9QAA,0010A000002wARJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:13:18.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T20:13:18.000+0000,005OH000004Ir1xYAC,2025-11-10T20:13:19.000+0000,005OH000004Ir1xYAC,2025-11-10T20:13:19.000+0000,(403)476-8950,(403) 476-8950 ext. 4,brad.ginet@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOlwAYAS,False,,23664169,0030A0000029g7wQAA,0010A000002w4BOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:54:23.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T20:54:23.000+0000,005OH000006owoYYAQ,2025-11-10T20:54:24.000+0000,005OH000006owoYYAQ,2025-11-10T20:54:24.000+0000,(306)244-7385,,amanda.anderson@scotiawealth.com,(306)664-1962,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOmGsYAK,False,,23662000,0030A00000ApRtrQAF,0010A00000BP7N8QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:20:30.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T20:20:30.000+0000,005OH000004Ir1xYAC,2025-11-10T20:20:30.000+0000,005OH000004Ir1xYAC,2025-11-10T20:20:30.000+0000,(403)616-9867,,mc@cornerstonewealthadvisory.ca,(289)451-1855,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOnEUYA0,False,,23660516,0030A0000029eQSQAY,0010A000002w2n5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:58:35.000+0000,False,False,0055o000001h4cFAAQ,2025-11-10T19:58:35.000+0000,0055o000001h4cFAAQ,2025-11-10T19:58:36.000+0000,0055o000001h4cFAAQ,2025-11-10T19:58:36.000+0000,(204)227-2324,,contact@belskiy.com,(204)987-5623,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOrBeYAK,False,,23659507,0031600002Ke8SKAAZ,0010A000002wNT0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WRS,Medium,the user had questions on how to generate a report in IC.,True,2025-11-10T19:57:26.000+0000,False,False,005OH000002iN7rYAE,2025-11-10T19:42:53.000+0000,005OH000002iN7rYAE,2025-11-10T19:58:23.000+0000,005OH000002iN7rYAE,2025-11-10T19:58:23.000+0000,(418) 276-8982,(418) 671-1507,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOtBuYAK,False,,23660446,0030A0000029WSQQA2,0010A000002vwBEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:57:19.000+0000,False,False,005OH000004pk06YAA,2025-11-10T19:57:19.000+0000,005OH000004pk06YAA,2025-11-10T19:57:19.000+0000,005OH000004pk06YAA,2025-11-10T19:57:19.000+0000,(905)840-2222,(416) 471-3766,damian@legacywealthadvisory.ca,(905)361-2691,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOuXhYAK,False,,23659779,003OH00000PwszNYAR,001OH00000VZRWfYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WS access issue,Medium,"to:  danny@dannymplanning.ca

Good day Shahdad,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access issue.

I'm glad that the issue is resolved and you logged in to your account successfully.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T19:59:05.000+0000,False,False,005OH00000AbCcLYAV,2025-11-10T19:47:02.000+0000,005OH00000AbCcLYAV,2025-11-10T19:59:05.000+0000,005OH00000AbCcLYAV,2025-11-10T19:59:05.000+0000,(416)318-5454,,danny@dannymplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOx5oYAC,False,,23662511,003G0000018f6peIAA,0010A000002wOrNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:28:20.000+0000,False,False,005G0000002gxxjIAA,2025-11-10T20:28:20.000+0000,005G0000002gxxjIAA,2025-11-10T20:28:20.000+0000,005G0000002gxxjIAA,2025-11-10T20:28:20.000+0000,(450)492-5688,(514) 833-6874,mike@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOyWVYA0,False,,23661550,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:13:46.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T20:13:46.000+0000,005OH000007fgYjYAI,2025-11-10T20:13:46.000+0000,005OH000007fgYjYAI,2025-11-10T20:13:46.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOzifYAC,False,,23660376,003OH000003D1XlYAK,001OH000004307lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T19:56:12.000+0000,False,False,005OH000004pk06YAA,2025-11-10T19:56:12.000+0000,005OH000004pk06YAA,2025-11-10T19:56:12.000+0000,005OH000004pk06YAA,2025-11-10T19:56:12.000+0000,(778)633-0739,,jane.yj.li33@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fOzxDYAS,False,,23661477,0035o000007ERP3AAO,0015o000007uk7UAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:12:46.000+0000,False,False,005OH000004pk06YAA,2025-11-10T20:12:46.000+0000,005OH000004pk06YAA,2025-11-10T20:12:46.000+0000,005OH000004pk06YAA,2025-11-10T20:12:46.000+0000,(905)979-9676,,insurance@sonnymartin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fP0V9YAK,False,,23663706,0030A00000Cj4HFQAZ,0010A00000DKfsjQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"User needed help registering to Workspace.
=============
Good afternoon Jeannette,

It was a pleasure speaking with you today to help you create your MGA Workspace account.

During our call you confirmed that you had an MGA username created a few years ago. I helped you reset the password for it. You then created your account with an email address and password. You used that email address and password to connect to your account and you set up an additional account on your Salesforce Authenticator app to verify your identity when signing in. In the end you logged in successfully.

I’m glad I was able to assist you today with your Workspace registration. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T21:19:43.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-10T20:47:16.000+0000,005OH00000AbJ7aYAF,2025-11-10T21:19:43.000+0000,005OH00000AbJ7aYAF,2025-11-10T21:19:43.000+0000,(780)489-9750,,jmassicotte@hgawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fP0WhYAK,False,,23660874,003OH00000QSpJyYAL,001OH00000WCHVmYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:03:41.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T20:03:41.000+0000,005OH000006owoYYAQ,2025-11-10T20:03:42.000+0000,005OH000006owoYYAQ,2025-11-10T20:03:42.000+0000,(306)502-4993,,mingyangchen@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fP2gbYAC,False,,23662132,0030A0000029bh6QAA,0010A000002w0YqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:22:42.000+0000,False,False,005OH000007fgYjYAI,2025-11-10T20:22:42.000+0000,005OH000007fgYjYAI,2025-11-10T20:22:42.000+0000,005OH000007fgYjYAI,2025-11-10T20:22:42.000+0000,(514)814-3711,,gilles.desmarais@videotron.ca,(514)666-3711,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fP3eFYAS,False,,23661110,0030A0000029nTAQAY,0010A000002wAKCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:07:16.000+0000,False,False,0055o000002KxmIAAS,2025-11-10T20:07:16.000+0000,0055o000002KxmIAAS,2025-11-10T20:07:16.000+0000,0055o000002KxmIAAS,2025-11-10T20:07:16.000+0000,(519)637-7777,,pete@cmgwealth.ca,(519)637-2388,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fP47NYAS,False,,23663824,0030A0000029dBaQAI,0010A000002w1kzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:48:58.000+0000,False,False,005G0000002gxxjIAA,2025-11-10T20:48:58.000+0000,005G0000002gxxjIAA,2025-11-10T20:48:58.000+0000,005G0000002gxxjIAA,2025-11-10T20:48:58.000+0000,(450)889-5557,,claflamme@assurancesrobillard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fP6nSYAS,False,,23663912,0030A0000029g7wQAA,0010A000002w4BOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:50:15.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T20:50:15.000+0000,005OH000006owoYYAQ,2025-11-10T20:50:15.000+0000,005OH000006owoYYAQ,2025-11-10T20:50:15.000+0000,(306)244-7385,,amanda.anderson@scotiawealth.com,(306)664-1962,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fP7DDYA0,False,,23664498,003G0000018f6iLIAQ,0010A000002wOiaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:59:29.000+0000,False,False,005OH000002N6huYAC,2025-11-10T20:59:29.000+0000,005OH000002N6huYAC,2025-11-10T20:59:30.000+0000,005OH000002N6huYAC,2025-11-10T20:59:30.000+0000,(514)931-4242X4238,(514) 699-5220,jessica.laoun@elevationsfinancieres.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fP7GRYA0,False,,23662694,0030A0000029VTPQA2,0010A000002vvMfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"****DDS*** 11/10/2025
User needed help on how to move Book of business to new brokerage 

***email chain***
Hello Clara, 

       Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. Like we discussed to discuss the process of moving your book of business, you would need to reach out to your new business coordinator by phone or email at NBInquiry.Team5@canadalife.com
Or 1-647-265-1374. Please do not hesitate to reach out if you have any further questions or concerns. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey  to tell me how I did. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T20:50:32.000+0000,False,False,005OH00000BFQFHYA5,2025-11-10T20:31:12.000+0000,005OH00000BFQFHYA5,2025-11-10T20:50:33.000+0000,005OH00000BFQFHYA5,2025-11-10T20:50:33.000+0000,(604)889-6338,,clara@cdwf.ca,(604)889-6338,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fP9DOYA0,False,,23661542,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:13:40.000+0000,False,False,005OH000003ds0PYAQ,2025-11-10T20:13:40.000+0000,005OH000003ds0PYAQ,2025-11-10T20:13:41.000+0000,005OH000003ds0PYAQ,2025-11-10T20:13:41.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fP9uzYAC,False,,23662472,0030A0000029dyJQAQ,0010A000002w2OJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:27:42.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T20:27:42.000+0000,005OH000004Ir1xYAC,2025-11-10T20:27:43.000+0000,005OH000004Ir1xYAC,2025-11-10T20:27:43.000+0000,(780)490-6989,(780) 271-2278,wenjiesun@crius.ca,(780)250-6989,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPACgYAO,False,,23661724,003G0000018f6UWIAY,0010A000002wOREQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WRS,Medium,the user had an issue generating a report in investment Centre. I gave them instructions to solve the issue.,True,2025-11-10T20:25:13.000+0000,False,False,005OH000002iN7rYAE,2025-11-10T20:16:29.000+0000,005OH000002iN7rYAE,2025-11-10T20:25:14.000+0000,005OH000002iN7rYAE,2025-11-10T20:25:14.000+0000,(519)963-4400,(519) 872-8942,hugh@unityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPAvqYAG,False,,23661809,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:17:43.000+0000,False,False,005OH000003ds0PYAQ,2025-11-10T20:17:43.000+0000,005OH000003ds0PYAQ,2025-11-10T20:17:43.000+0000,005OH000003ds0PYAQ,2025-11-10T20:17:43.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPC9hYAG,False,,23662818,0035o000005tqTjAAI,0015o000006RkHNAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:33:07.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T20:33:07.000+0000,005OH000004Ir1xYAC,2025-11-10T20:33:08.000+0000,005OH000004Ir1xYAC,2025-11-10T20:33:08.000+0000,(587)372-2526,,fjchenx@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPDFOYA4,False,,23661798,003G0000018f6y8IAA,0010A000002wP0mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:17:36.000+0000,False,False,005OH000001cCPNYA2,2025-11-10T20:17:36.000+0000,005OH000001cCPNYA2,2025-11-10T20:17:36.000+0000,005OH000001cCPNYA2,2025-11-10T20:17:36.000+0000,(604)681-7185X1,(604) 789-9889,kelly@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPEL9YAO,False,,23662754,0030A0000029mkgQAA,0010A000002w9iZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:32:04.000+0000,False,False,005OH0000084GETYA2,2025-11-10T20:32:04.000+0000,005OH0000084GETYA2,2025-11-10T20:32:04.000+0000,005OH0000084GETYA2,2025-11-10T20:32:04.000+0000,(905)646-0156,(289) 696-2507,s.fedullo@hotmail.com,(905)280-0352,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPEpqYAG,False,,23664309,0030A0000029cr8QAA,0010A000002w1SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:56:28.000+0000,False,False,0055o000002DK5fAAG,2025-11-10T20:56:28.000+0000,0055o000002DK5fAAG,2025-11-10T20:56:29.000+0000,0055o000002DK5fAAG,2025-11-10T20:56:29.000+0000,(905)335-8811,,cdeyman@cogeco.ca,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPF2fYAG,False,,23661891,0030A0000029VCcQAM,0010A000002vvBgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:18:48.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T20:18:48.000+0000,005OH000004Ir1xYAC,2025-11-10T20:18:49.000+0000,005OH000004Ir1xYAC,2025-11-10T20:18:49.000+0000,(403)870-5839,,securelifefinancialltd@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPIgTYAW,False,,23662277,0030A0000029YXAQA2,0010A000002vxw2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:24:49.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T20:24:49.000+0000,005OH000004Ir1xYAC,2025-11-10T20:24:50.000+0000,005OH000004Ir1xYAC,2025-11-10T20:24:50.000+0000,(403)801-1821,,hicalgary@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPMsEYAW,False,,23665561,0030A0000029dJKQAY,0010A000002w1sAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:17:27.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T21:17:27.000+0000,005OH000004Ir1xYAC,2025-11-10T21:17:28.000+0000,005OH000004Ir1xYAC,2025-11-10T21:17:28.000+0000,(403)262-8939,,cori@timmonsestate.com,(403)265-8991,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPMydYAG,False,,23663011,0030A0000029ma7QAA,0010A000002w9ZlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:36:16.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T20:36:16.000+0000,005OH000004Ir1xYAC,2025-11-10T20:36:16.000+0000,005OH000004Ir1xYAC,2025-11-10T20:36:17.000+0000,(403)526-6622,(403) 528-0911,hertztcg@telusplanet.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPO2jYAG,False,,23662889,0030A000006fgcAQAQ,001G000001kmjdFIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:38:31.000+0000,False,False,005OH00000AbCcLYAV,2025-11-10T20:34:16.000+0000,005OH00000AbCcLYAV,2025-11-10T20:38:31.000+0000,005OH00000AbCcLYAV,2025-11-10T20:38:31.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPP5HYAW,False,,23664352,0030A0000029gA0QAI,0010A000002w4DwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:57:08.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T20:57:08.000+0000,005OH000006owoYYAQ,2025-11-10T20:57:09.000+0000,005OH000006owoYYAQ,2025-11-10T20:57:09.000+0000,(306)337-4500,,gisele@brothersandco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPPQDYA4,False,,23663037,0030A0000029ma7QAA,0010A000002w9ZlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:36:44.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T20:36:44.000+0000,005OH000004Ir1xYAC,2025-11-10T20:36:44.000+0000,005OH000004Ir1xYAC,2025-11-10T20:36:44.000+0000,(403)526-6622,(403) 528-0911,hertztcg@telusplanet.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPQuAYAW,False,,23663435,0030A0000029f1wQAA,0010A000002w3FwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:42:51.000+0000,False,False,005G0000002gxxjIAA,2025-11-10T20:42:51.000+0000,005G0000002gxxjIAA,2025-11-10T20:42:52.000+0000,005G0000002gxxjIAA,2025-11-10T20:42:52.000+0000,(450)621-1778,514-969-3922,alain@sfbeauchamp.com,(450)965-0983,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPR3qYAG,False,,23663767,0030A000002xUraQAE,0010A000003ixWhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:48:00.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T20:48:00.000+0000,005OH000004Ir1xYAC,2025-11-10T20:48:00.000+0000,005OH000004Ir1xYAC,2025-11-10T20:48:00.000+0000,(780)937-8529,,5jeffrey.zhou5@gmail.com,(780)450-6670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPRNBYA4,False,,23663235,003OH00000HvNCeYAN,001OH00000M2sNtYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T20:39:34.000+0000,False,False,005OH000003ds0PYAQ,2025-11-10T20:39:34.000+0000,005OH000003ds0PYAQ,2025-11-10T20:39:35.000+0000,005OH000003ds0PYAQ,2025-11-10T20:39:35.000+0000,(613)329-1236,,maureen@michaelrsmith.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPVM1YAO,False,,23664817,0030A000007LQIDQA4,0010A000008D04iQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Caller wanted to disconnect and reconnect authenticator, failed authentication.",True,2025-11-10T21:16:45.000+0000,False,False,005OH00000BFQFGYA5,2025-11-10T21:04:40.000+0000,005OH00000BFQFGYA5,2025-11-10T21:16:45.000+0000,005OH00000BFQFGYA5,2025-11-10T21:16:45.000+0000,(647)284-0975,,joysah@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPYIGYA4,False,,23665544,0030A0000029WCQQA2,0010A000002vw0TQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - email update,Medium,"*11/10*
----------------

Kelsey Adam
a5126

i have been waiting to get my email address updated with CL, 
their email is already up to date 
the only place where its not up to date is in ISAM 
advised it can take a long time to get the email updated in ISAM 
advised if they can access Workspace and register for Workspace that it should not be a problem
advised that they should keep their userId and write it down but that they likely would not need to use that ID again if they can access Workspace

*email*
----------------

Good afternoon Kelsey, 

Thank you for contacting the Workspace Support Team with your email update inquiry. 

You called to get your email updated. During our discussion we discovered your email was already up to date in our backend system and the email for Workspace was showing up correctly, the only email that was not up to date was the email associated with your old Repnet ID. If you were able to register for Workspace you should be fine and not have to update that email, the only reason you would ever want to update that would be to obtain your user ID using the self-service option but now that you have your ID written down. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T21:37:13.000+0000,False,False,005OH000008919xYAA,2025-11-10T21:17:08.000+0000,005OH000008919xYAA,2025-11-10T21:37:13.000+0000,005OH000008919xYAA,2025-11-10T21:37:13.000+0000,(204)723-2544,(204) 723-0056,jolene@adamleefinancial.com,(204)723-2430,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPYzmYAG,False,,23665112,003G0000018f6U4IAI,0010A000002wOQmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:09:37.000+0000,False,False,005OH00000AdAzSYAV,2025-11-10T21:09:37.000+0000,005OH00000AdAzSYAV,2025-11-10T21:09:37.000+0000,005OH00000AdAzSYAV,2025-11-10T21:09:37.000+0000,(289)337-5491X24,(905) 517-0404,bbrady@bbfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPevWYAS,False,,23665235,0030A0000029gHRQAY,0010A000002w4LJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:11:41.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T21:11:41.000+0000,005OH000006owoYYAQ,2025-11-10T21:11:41.000+0000,005OH000006owoYYAQ,2025-11-10T21:11:41.000+0000,(306)773-1591,,kevin.patenaude@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPimEYAS,False,,23665212,0030A00000Btj3oQAB,0010A00000CUKc1QAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:11:10.000+0000,False,False,005OH000003ds0PYAQ,2025-11-10T21:11:10.000+0000,005OH000003ds0PYAQ,2025-11-10T21:11:10.000+0000,005OH000003ds0PYAQ,2025-11-10T21:11:10.000+0000,(705)495-6645X233,,matthew.webster@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPl2YYAS,False,,23665669,0030A0000029i0HQAQ,0010A000002w5mqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:19:15.000+0000,False,False,0055o000001NWfMAAW,2025-11-10T21:19:15.000+0000,0055o000001NWfMAAW,2025-11-10T21:19:16.000+0000,0055o000001NWfMAAW,2025-11-10T21:19:16.000+0000,(416)293-5559,416-824-7635,rkumar@megafinancial.ca,(905)602-4832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPmjRYAS,False,,23666794,003G0000018f6peIAA,0010A000002wOrNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:41:57.000+0000,False,False,005G0000002gxxjIAA,2025-11-10T21:41:57.000+0000,005G0000002gxxjIAA,2025-11-10T21:41:57.000+0000,005G0000002gxxjIAA,2025-11-10T21:41:57.000+0000,(450)492-5688,(514) 833-6874,mike@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPnU9YAK,False,,23665435,0030A0000029YCMQA2,0010A000002vxhfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:15:23.000+0000,False,False,005OH000003ds0PYAQ,2025-11-10T21:15:23.000+0000,005OH000003ds0PYAQ,2025-11-10T21:15:23.000+0000,005OH000003ds0PYAQ,2025-11-10T21:15:23.000+0000,(705)670-0492,,kentmccluskey2@gmail.com,(705)525-2140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPpsZYAS,False,,23667111,0030A0000029YrYQAU,0010A000002vyDRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect error Tan,Medium,"*11/11*
----------------

no reply, resolved

*11/10*
----------------

*email*
----------------

Good afternoon Laura, 

We received a ticket from our support team referencing an application ending in 7535-4, this ticket was submitted because it was reported the error code TAN was being received. The support team is showing that the above referenced application has been completed, are you still in need of support with this?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T00:05:56.000+0000,False,False,005OH000008919xYAA,2025-11-10T21:48:20.000+0000,005OH000008919xYAA,2025-11-12T00:05:57.000+0000,005OH000008919xYAA,2025-11-12T00:05:57.000+0000,(807)345-6363,,laura.daley@ig.ca,(807)345-0741,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPqQPYA0,False,,23665701,0030A0000029fzMQAQ,0010A000002w43mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:19:52.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T21:19:52.000+0000,005OH000004Ir1xYAC,2025-11-10T21:19:52.000+0000,005OH000004Ir1xYAC,2025-11-10T21:19:52.000+0000,(403)775-1464,,suzanne.xu@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPs7HYAS,False,,23666034,0030A00000AogR8QAJ,0010A00000BNyb8QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:26:16.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T21:26:16.000+0000,005OH000004Ir1xYAC,2025-11-10T21:26:17.000+0000,005OH000004Ir1xYAC,2025-11-10T21:26:17.000+0000,(403)999-6687,,leo.yong.li@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPtZZYA0,False,,23666028,0030A0000029iJUQAY,0010A000002w63jQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:26:08.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T21:26:08.000+0000,005OH000006owoYYAQ,2025-11-10T21:26:09.000+0000,005OH000006owoYYAQ,2025-11-10T21:26:09.000+0000,(306)955-9190,,rupert.bremner@ig.ca,(306)374-9174,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPu11YAC,False,,23666560,0030A0000029oPRQAY,0010A000002wB3kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,Call back done to complete MFA set up.,True,2025-11-10T22:07:15.000+0000,False,False,005OH00000BFPZHYA5,2025-11-10T21:36:59.000+0000,005OH00000BFPZHYA5,2025-11-10T22:07:15.000+0000,005OH00000BFPZHYA5,2025-11-10T22:07:15.000+0000,(506)443-7761,(506) 447-0556,lydial@lydialapointe.com,(506)458-1154,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPu7UYAS,False,,23666844,0030A0000067EXlQAM,0010A000006rusYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:43:06.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T21:43:06.000+0000,005OH000004Ir1xYAC,2025-11-10T21:43:06.000+0000,005OH000004Ir1xYAC,2025-11-10T21:43:06.000+0000,(403)826-5167,,hanyuhong@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPvA0YAK,False,,23667140,0035o000004oj6HAAQ,0015o000005NKxJAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:48:51.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T21:48:51.000+0000,005OH000006owoYYAQ,2025-11-10T21:48:52.000+0000,005OH000006owoYYAQ,2025-11-10T21:48:52.000+0000,(647)786-5716,,just2vikram@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fPxq6YAC,False,,23666564,0030A0000029jhEQAQ,0010A000002w7A5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:37:06.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T21:37:06.000+0000,005OH000006owoYYAQ,2025-11-10T21:37:07.000+0000,005OH000006owoYYAQ,2025-11-10T21:37:07.000+0000,(306)665-3244,,bbriske@assante.com,(306)665-6691,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQ12TYAS,False,,23666666,0031600002a7ovNAAQ,0010A000002wOHJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:39:29.000+0000,False,False,0055o000002KxaMAAS,2025-11-10T21:39:29.000+0000,0055o000002KxaMAAS,2025-11-10T21:39:29.000+0000,0055o000002KxaMAAS,2025-11-10T21:39:29.000+0000,(403)981-1997,(403) 512-5611,ryan@evermarkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQ5NrYAK,False,,23667975,0030A000008hrKwQAI,0010A000009cNEuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T22:10:15.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T22:10:15.000+0000,005OH000004Ir1xYAC,2025-11-10T22:10:15.000+0000,005OH000004Ir1xYAC,2025-11-10T22:10:15.000+0000,(780)604-6025,,jeffzhao18@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQ6OjYAK,False,,23667156,003G0000018f6yTIAQ,0010A000002wP17QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:49:15.000+0000,False,False,0055o000002KxaMAAS,2025-11-10T21:49:15.000+0000,0055o000002KxaMAAS,2025-11-10T21:49:16.000+0000,0055o000002KxaMAAS,2025-11-10T21:49:16.000+0000,(403)880-1569,(403) 880-1569,chris@copotfinancial.ca,(403)730-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQ93FYAS,False,,23667394,0035o000004ZAXwAAO,0015o0000057wFMAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T21:55:02.000+0000,False,False,005OH000006owoYYAQ,2025-11-10T21:55:02.000+0000,005OH000006owoYYAQ,2025-11-10T21:55:02.000+0000,005OH000006owoYYAQ,2025-11-10T21:55:02.000+0000,(306)664-1864,,jarrett.kondrat@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQHTpYAO,False,,23668053,0030A0000029lu3QAA,0010A000002w8xSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T22:12:38.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T22:12:38.000+0000,005OH000004Ir1xYAC,2025-11-10T22:12:39.000+0000,005OH000004Ir1xYAC,2025-11-10T22:12:39.000+0000,(403)540-0420,,tammy@twilliamsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQIbEYAW,False,,23668781,003G0000018f77OIAQ,0010A000002wPAiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T22:34:16.000+0000,False,False,0055o000002KxaMAAS,2025-11-10T22:34:16.000+0000,0055o000002KxaMAAS,2025-11-10T22:34:17.000+0000,0055o000002KxaMAAS,2025-11-10T22:34:17.000+0000,(403)474-9316,(403) 862-1223,paul@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQJc5YAG,False,,23668197,003G0000018f6tDIAQ,0010A000002wOuwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T22:17:11.000+0000,False,False,0055o000002KxaMAAS,2025-11-10T22:17:11.000+0000,0055o000002KxaMAAS,2025-11-10T22:17:11.000+0000,0055o000002KxaMAAS,2025-11-10T22:17:11.000+0000,(587)432-2619,(403) 923-5333,jeff@eternalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQP9dYAG,False,,23668624,003G0000018f6mFIAQ,0010A000002wOnyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Feature and Functionality,Medium,"David was surprised with a changed on his workspace wherein he can all see both of his active and inactive clients all together. He just wanted to see his active clients without the inactive and clients that does not belong to him anymore - INC1850917

===============
Hi David,

The team have completed our inquiry and mentioned that this change has something to do the decommission process and it looks like that status field was removed as part of the removal of CRM features.

I understand this may not be the outcome that we are expecting however this recent change to workspace specifically for the CRM features had an effect on it.

My apologies for the inconvenience and thank you for your patience. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Hi David,

Thank you for contacting the workspace support about the sudden change in your workspace functionality were in you don’t have an option to separate the active and inactive clients.

I understand that this must be very frustrating to you and rest assured that I have submitted your case for further investigation. Once an update is ready, I will inform you with that information through this follow up email.

Appreciate you’re understanding on this matter. Thank you!",True,2025-11-14T21:14:54.000+0000,False,False,005OH00000BFPZHYA5,2025-11-10T22:29:07.000+0000,005OH00000BFPZHYA5,2025-11-14T21:14:54.000+0000,005OH00000BFPZHYA5,2025-11-14T21:14:54.000+0000,(780)428-8585,,david@demfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQPPmYAO,False,,23668753,003OH00000QDh0HYAT,001OH00000VtjhAYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Misdirect - Request for Policy Quote,Medium,"User misunderstood email from her RSA and thought we could provide policy-specific quotes in relation to a term conversion. RSA's email said ""If you require assistance with illustrating, please contact your Wholesaler or Head Office. E-mail clworkspacesupport@canadalife.com or call 1-800-475-7001."" which was copied from another department's response for the term conversion info - not sure why they have WS Support contact info right after saying to contact wholesaler or HO, and user wasn't asking for help with illustrating. 

Redirected user to appropriate contacts. 

*****Email sent Nov 10*****
Hello Ash, 

Thanks for contacting Workspace Support about your potential policy conversion. I’m afraid that we’re not able to provide insurance quotes, our team is the tech support contact for the illustration tools.  

You would need to reach out to term_conversion_inquiries@canadalife.com or canindserv@canadalife.com with this request, their teams are equipped to provide the kind of information you’re looking for. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Crystal H 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



From: Ash Chitrala <ash@chitralafinancial.com> 
Sent: November 10, 2025 11:35 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Chitrala, Ash <ash@chitralafinancial.com>
Subject: [EXT] RE: Policy # K212052T Marilyn Games conversion and keep balance $65,000
Importance: High

Hello Team, Please can you give me the cost of balance $65,000 she want to keep, after converting $60,000 to Whole Life. What will be the term coverage cost for $65,000 she will retain after conversion. Thank you. Ash Ash Chitrala B. Sc. , Canada
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Team, 

Please can you give me the cost of balance $65,000 she want to keep, after converting $60,000 to Whole Life.  
What will be the term coverage cost for $65,000 she will retain after conversion. 

Thank you.
Ash

Ash Chitrala B.Sc., 
Canada Life 
Insurance Advisor
Cell :   416-576-8491
Client Services: 1-888-252-1847

Please make a note of my new email address
ash@chitralafinancial.com
 
Cell # 416-576-8491
www.ashchitrala.com
""My goal is to deliver a positive client experience""

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Thaneswaran, Kezia <Kezia.Thaneswaran@canadalife.com> On Behalf Of Maiato, Eddie
Sent: Monday, November 10, 2025 2:22 PM
To: Ash Chitrala <ash@chitralafinancial.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>; Kale, Vinitha <Vinitha.Kale@canadalife.com>
Subject: RE: Policy # K212052T Marilyn Games conversion and keep balance $65,000

Hi Ash,

Please see response below from our team:

#K212052T
Policyowner: MARILYN GAMES
Issue Date: 15Dec2014
Final Conversion Date: 15Dec2029
Face Amount: 125K
Term: 20 Yrs
Rating: Female / NS / 175%

This Policy can be converted to a permanent Participating until Final Conversion Date.  

Premiums can be calculated by creating an illustration at attained age on the advisor’s Workspace login. If you require assistance with illustrating, please contact your Wholesaler or Head Office. E-mail clworkspacesupport@canadalife.com or call 1-800-475-7001.

If the Policyowner would like to proceed with a conversion, please submit a Simplified conversion and guaranteed issue application form 17-8345 Or you could submit a 17-8217 - Application for life policy change.  

The completed forms should be emailed to our Term Conversion Inquiries Email at: term_conversion_inquiries@canadalife.com.

Please note that this coverage contains a rating of 175%.  ASTRA will be available on conversion. 

Please provide the following requirements: 
•        17-8345 Simplified Conversion Application 
•        First premium payment (Completed & signed Electronic Funds Transfer Form for the initial premium)
•        Signed illustration recent version including the Product Information Page (PIP). PIP page is mandatory.
•        New Beneficiary Designation and/or Ownership change – 584 CAN Title Change / Beneficiary Change - Must indicate ‘new policy as per application dated DDMMYY’ in the policy number field (if requesting a change in beneficiary/ownership).
•        New banking information – can be supplied on Form 17-8345 or one time EFT form





Kezia Thaneswaran (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-5033
Email: kezia.thaneswaran@canadalife.com

📅 Book time to meet with me 


Upcoming absences: October 24th  – November 5th 
Goodbye RepNet – hello Workspace! 
Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
5% DISCOUNT : Critical Illness insurance

 


From: Ash Chitrala <ash@chitralafinancial.com> 
Sent: November 10, 2025 12:37 PM
To: Kale, Vinitha <Vinitha.Kale@canadalife.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: [EXT] RE: Policy # K212052T Marilyn Games conversion and keep balance $65,000

Okay thanks Vinitha. Ash Ash Chitrala B. Sc. , Canada Life Insurance Advisor Cell : 416-576-8491 Client Services: 1-888-252-1847 Please make a note of my new email address ash@ chitralafinancial. com Cell # 416-576-8491 www. ashchitrala. com ""My

Okay thanks Vinitha. 
Ash

Ash Chitrala B.Sc., 
Canada Life 
Insurance Advisor
Cell :   416-576-8491
Client Services: 1-888-252-1847

Please make a note of my new email address
ash@chitralafinancial.com
 
Cell # 416-576-8491
www.ashchitrala.com
""My goal is to deliver a positive client experience""



From: Kale, Vinitha <Vinitha.Kale@canadalife.com> 
Sent: Monday, November 10, 2025 12:36 PM
To: Ash Chitrala <ash@chitralafinancial.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: RE: Policy # K212052T Marilyn Games conversion and keep balance $65,000

Hi Ash, 
Its okay. Let them know you’re confirming the reduction… we’ll let you know soon 

Thank you, 

Vinitha N Kale, CHS
Regional Sales Representative, Insurance
Canada Life
416 507 2966
330 University Ave, Toronto, ON, M5G1R8

 

If you are unable to reach me directly please contact:
Eddie Maiato, Regional Sales Associate, Ph# 416 552 3125 or eddie.maiato@canadalife.com 



From: Ash Chitrala <ash@chitralafinancial.com> 
Sent: November 10, 2025 12:30 PM
To: Kale, Vinitha <Vinitha.Kale@canadalife.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: [EXT] RE: Policy # K212052T Marilyn Games conversion and keep balance $65,000

Hi Vinitha, Doing well, thanks. Oh my god, I already sent the illustration to client, when I entered 175% rating it automatically gave me 25% reduction to 150%. Thank you. Ash Ash Chitrala B. Sc. , Canada Life Insurance Advisor Cell : 416-576-8491

Hi Vinitha, 

Doing well, thanks.  Oh my god, I already sent the illustration to client, when I entered 175% rating it automatically gave me 25% reduction to 150%.  

Thank you.
Ash

Ash Chitrala B.Sc., 
Canada Life 
Insurance Advisor
Cell :   416-576-8491
Client Services: 1-888-252-1847

Please make a note of my new email address
ash@chitralafinancial.com
 
Cell # 416-576-8491
www.ashchitrala.com
""My goal is to deliver a positive client experience""



From: Kale, Vinitha <Vinitha.Kale@canadalife.com> 
Sent: Monday, November 10, 2025 12:18 PM
To: Ash Chitrala <ash@chitralafinancial.com>; Maiato, Eddie <Eddie.Maiato@canadalife.com>
Cc: Ash Chitrala <ash@chitralafinancial.com>
Subject: RE: Policy # K212052T Marilyn Games conversion and keep balance $65,000

Hi Ash, 
Hope you had a nice weekend. 

We will have to verify if the ASTRA rating reduction will apply to the permanent plan conversion. 

Eddie will get back to us on the reduced term premiums and check if astra applies from checking with our head office partners. 

Thank you, 

Vinitha N Kale, CHS
Regional Sales Representative, Insurance
Canada Life
416 507 2966
330 University Ave, Toronto, ON, M5G1R8

 

If you are unable to reach me directly please contact:
Eddie Maiato, Regional Sales Associate, Ph# 416 552 3125 or eddie.maiato@canadalife.com 



From: Ash Chitrala <ash@chitralafinancial.com> 
Sent: November 10, 2025 12:06 PM
To: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Cc: Kale, Vinitha <Vinitha.Kale@canadalife.com>; Chitrala, Ash <ash@chitralafinancial.com>
Subject: [EXT] Policy # K212052T Marilyn Games conversion and keep balance $65,000

Good morning Eddie and Vinitha, Hope you both had a nice weekend, I have a quick question on this above mentioned policy for Marilyn Games, it is rated at 175%. She wants to convert $60,000 to ES, pay to 100. Balance $65,000 she wants to keep

Good morning Eddie and Vinitha, 

Hope you both had a nice weekend, I have a quick question on this above mentioned policy for Marilyn Games, it is rated at 175%.  She wants to convert $60,000 to ES, pay to 100.  Balance $65,000 she wants to keep the term.  
Please can you find out the balance $65 term cost $.  

I have attached the illustration for $60K ES pay to 100.  

Thank you.
Ash

Ash Chitrala B.Sc., 
Canada Life 
Insurance Advisor
Cell :   416-576-8491
Client Services: 1-888-252-1847

Please make a note of my new email address
ash@chitralafinancial.com
 
Cell # 416-576-8491
www.ashchitrala.com
""My goal is to deliver a positive client experience""",True,2025-11-10T22:33:26.000+0000,False,False,005OH00000BFQFFYA5,2025-11-10T22:33:26.000+0000,005OH00000BFQFFYA5,2025-11-10T22:33:27.000+0000,005OH00000BFQFFYA5,2025-11-10T22:33:27.000+0000,(416)576-8491,,ash@chitralafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQTzfYAG,False,,23669590,0030A00000C07nWQAR,0010A00000CaVJiQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T23:03:07.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T23:03:07.000+0000,005OH000004Ir1xYAC,2025-11-10T23:03:08.000+0000,005OH000004Ir1xYAC,2025-11-10T23:03:08.000+0000,(587)830-0689,,kathytian@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQUsTYAW,False,,23669019,0030A0000029ajeQAA,0010A000002vzoDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access-MFA set up,Medium,"To: rspcanada@gmail.com

Hi Ranjit,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Salesforce authenticator.

Just a recap of what we did, we set up your Salesforce authenticator then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-10T22:55:13.000+0000,False,False,005OH00000AbCcLYAV,2025-11-10T22:41:45.000+0000,005OH00000AbCcLYAV,2025-11-10T22:55:13.000+0000,005OH00000AbCcLYAV,2025-11-10T22:55:13.000+0000,(647)654-1600,,rspcanada@gmail.com,(416)913-2069,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQWO1YAO,False,,23669124,003G0000018f6UEIAY,0010A000002wOQwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T22:45:11.000+0000,False,False,0055o000002KxaMAAS,2025-11-10T22:45:11.000+0000,0055o000002KxaMAAS,2025-11-10T22:45:11.000+0000,0055o000002KxaMAAS,2025-11-10T22:45:11.000+0000,(403)313-2026X2,(403) 890-0063,don.rea@myflightplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQbfSYAS,False,,23669449,0030A000002WFRIQA4,0010A000003ILaWQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-10T22:56:23.000+0000,False,False,005OH000004Ir1xYAC,2025-11-10T22:56:23.000+0000,005OH000004Ir1xYAC,2025-11-10T22:56:24.000+0000,005OH000004Ir1xYAC,2025-11-10T22:56:24.000+0000,(403)691-7817,,sue.derlago@canaccord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQj0NYAS,False,,23671011,003G0000018f6puIAA,0010A000002wOrdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T00:16:36.000+0000,False,False,005OH000002iJPDYA2,2025-11-11T00:16:36.000+0000,005OH000002iJPDYA2,2025-11-11T00:16:37.000+0000,005OH000002iJPDYA2,2025-11-11T00:16:37.000+0000,(604)723-2969,(604) 723-2969,camby.wang@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQjGVYA0,False,,23671303,0030A000006fgcAQAQ,001G000001kmjdFIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected Calls,Medium,,True,2025-11-11T00:42:09.000+0000,False,False,005OH00000AbCcLYAV,2025-11-11T00:40:20.000+0000,005OH00000AbCcLYAV,2025-11-11T00:42:10.000+0000,005OH00000AbCcLYAV,2025-11-11T00:42:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQjYGYA0,False,,23671004,0030A00000CSILhQAP,0010A00000D3FCBQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T00:16:00.000+0000,False,False,005OH000002iJPDYA2,2025-11-11T00:16:00.000+0000,005OH000002iJPDYA2,2025-11-11T00:16:00.000+0000,005OH000002iJPDYA2,2025-11-11T00:16:00.000+0000,(604)438-1232,(778) 938-6886,eleanor.chan@fpfsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQniDYAS,False,,23670271,0030A0000029ZQGQA2,0010A000002vyhiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Client,Medium,"*11/10*
----------------
Gregory Scherf

I have 1 fund in legacy segfund status, i cannot get into Workspace for that.

236000835

68321
I0261

They have an account that is not activated yet. they also received activation instructions that pointed to their advisor code being sent to IG internally, they never received an email from IG with the advisor code, 
was able to reset their repnet password and get them to the point where it prompted for their advisor code but could not continue 
advised they should reach out to IG and get their code to complete activation 

*email*
----------------



 Good afternoon Greg, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to access a seg fund but are unable to do it from your current IG instance of Workspace. During the investigation and discussion, it was revealed that you do have a Workspace that is not activated yet, we were able to get your Repnet ID and reset your password but could not progress due to not having the required advisor code. Please reach out to IG to get that code as per our discussion, once you have the code, you can complete the registration we started today, after you enter your advisor code you will just need to follow the on screen instructions, set your email and confirm both your email and your password; You can use the same email to register for Workspace that you registered for your national account instance. Then you will accept the terms of service and verify your email address, and you should be able to sign into Workspace at that point. You can also always just call us for support too. If you have questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T00:29:24.000+0000,False,False,005OH000008919xYAA,2025-11-10T23:33:30.000+0000,005OH000008919xYAA,2025-11-11T00:29:24.000+0000,005OH000008919xYAA,2025-11-11T00:29:24.000+0000,(780)448-1988,(780) 914-7645,greg.scherf@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQqg6YAC,False,,23671032,003G0000018f6puIAA,0010A000002wOrdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T00:18:20.000+0000,False,False,005OH000002iJPDYA2,2025-11-11T00:18:20.000+0000,005OH000002iJPDYA2,2025-11-11T00:18:21.000+0000,005OH000002iJPDYA2,2025-11-11T00:18:21.000+0000,(604)723-2969,(604) 723-2969,camby.wang@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fQuesYAC,False,,23671024,003G0000018f6puIAA,0010A000002wOrdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T00:17:46.000+0000,False,False,005OH000002iJPDYA2,2025-11-11T00:17:46.000+0000,005OH000002iJPDYA2,2025-11-11T00:17:47.000+0000,005OH000002iJPDYA2,2025-11-11T00:17:47.000+0000,(604)723-2969,(604) 723-2969,camby.wang@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,143.0
500OH00000fRxKeYAK,False,,23672612,0030A0000029Zr9QAE,0010A000002vz5YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration password reset,Medium,"Transferred to Service Desk (warm) for product illustration password reset.
==============
Bonjour Claude,

C’était un plaisir de vous parler aujourd’hui pour votre accès à Product Illustration.

Pour vos accès et toutes questions pour « Product Illustration » le service technique Service Desk joignable au 1-800-459-5141.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T13:52:47.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-11T13:43:02.000+0000,005OH00000AbJ7aYAF,2025-11-11T13:52:47.000+0000,005OH00000AbJ7aYAF,2025-11-11T13:52:47.000+0000,(819)566-0666,,claude.metivier@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fRz9WYAS,False,,23672548,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T13:39:03.000+0000,False,False,005OH00000245RQYAY,2025-11-11T13:39:03.000+0000,005OH00000245RQYAY,2025-11-11T13:39:04.000+0000,005OH00000245RQYAY,2025-11-11T13:39:04.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fS3wDYAS,False,,23672103,003G0000018f77VIAQ,0010A000002wPApQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Clients missing,Medium,"Name:Colin Lyons 
Advisor or support staff: Advisor 
Advisor Code: LL05473/F1023
Advisor Name: COLIN B LYONS
Phone: (519) 619-6363	
Email:colin@colinblyons.com 	
1. Siebel verification: completed
2. Last Login to Workspace: today/now

Issue: Workspace/manage clients-no clients listed
check earlier and it had listed old/sold clients/book 
of business. Using the filter doesn't show anything
all 18 clients gone. was able to see them yesterday.
can view them on investment centre/but workspace has more
info.

Did a log me in session/signed in as user from SF field leader to review
call went silent/checked with colin on logmein and he noted he wasn't muted.
checked my end/couldn't change phone status or anything. 
tried refreshing several times/no luck
call then ended but still couldn't change status.
signed out of SF to fix
in the mean time Colin called back and reached TJ who is going to help him.

sent follow up apologizing. no survey sent as i didn't help

--------------------------------------***DDS  11/11/2025***--------------------------
Hello Colin,

Thank you for contacting Workspace Support today regarding your clients missing this morning when you signed into Workspace.

I’m so sorry I couldn’t assist you due to some system issues I experienced on this end but I’m glad you reached out again and spoke to my colleague who will now assist.

Once again I do apologize.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-11T13:35:35.000+0000,False,False,005OH00000AUS7aYAH,2025-11-11T13:04:47.000+0000,005OH00000AUS7aYAH,2025-11-11T13:35:35.000+0000,005OH00000AUS7aYAH,2025-11-11T13:35:35.000+0000,(519)619-6363,(519) 619-6363,colin@colinblyons.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSD2jYAG,False,,23673033,0030A00000ApXzDQAV,0010A00000BPEBjQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T14:04:43.000+0000,False,False,005OH00000245RQYAY,2025-11-11T14:04:43.000+0000,005OH00000245RQYAY,2025-11-11T14:04:44.000+0000,005OH00000245RQYAY,2025-11-11T14:04:44.000+0000,(514)334-8701,(514) 531-2134,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSHXnYAO,False,,23673709,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T14:30:01.000+0000,False,False,005OH000004pk06YAA,2025-11-11T14:30:01.000+0000,005OH000004pk06YAA,2025-11-11T14:30:01.000+0000,005OH000004pk06YAA,2025-11-11T14:30:01.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSJ1iYAG,False,,23674625,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T14:57:28.000+0000,False,False,005OH000004pk06YAA,2025-11-11T14:57:28.000+0000,005OH000004pk06YAA,2025-11-11T14:57:28.000+0000,005OH000004pk06YAA,2025-11-11T14:57:28.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSNF6YAO,False,,23675753,003G0000029n1TxIAI,0010A000002wTFFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:25:47.000+0000,False,False,005OH000002N6huYAC,2025-11-11T15:25:47.000+0000,005OH000002N6huYAC,2025-11-11T15:25:48.000+0000,005OH000002N6huYAC,2025-11-11T15:25:48.000+0000,(450)231-8338,(450) 231-8338,vincent@gfletarte.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSQj8YAG,False,,23674492,0030A0000029nvbQAA,0010A000002wAhFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T14:53:53.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T14:53:53.000+0000,0055o000002DK5fAAG,2025-11-11T14:53:53.000+0000,0055o000002DK5fAAG,2025-11-11T14:53:53.000+0000,(416)721-7452,,mukesh@vpcsolution.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSRvLYAW,False,,23675311,0030A0000029Yk5QAE,0010A000002vy6NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Repnet locked.,Medium,"***DDS*** 12/03/25
Name: ADAM JAMES MCINROY
Phone: 
Agent code: A0628
Reference: KB0020858 & KB0017316 
Hello Adam,

Thank you for contacting the Workspace support group.

To recap our call for today.
We reset the user password.
We registered for workspace.
Confirmed we can log in, out and back in again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  





***DDS*** 12/01/25
Name: ADAM JAMES MCINROY
Phone: 705-991-0425 
Agent code: A0628
Reference: KB0020858  

Called Adam, Asked if this is a good time, he said no,   Set a time for tomorrow @ 1:30pm 





***DDS*** 11/12/25
Name: Adam McInroy

Email:  Hello Adam, 

Tried calling you on your number 705-991-0425 but only received your Voicemail.

Please reply back to setup a callback.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Mcinroy, Adam <Adam.McInroy@igpwm.ca> 
Sent: November 13, 2025 9:05 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] 23675311 - RE: Canada Life is being difficult

Good morning, Below is an email from my region coordinator. Hello Our Advisor Adam McIroy Canada Life code # A0628 is having an issue trying to get on the Canada Life site. They reached out to him and said his information is not correct. The
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning,

Below is an email from my region coordinator.
Hello
 
Our Advisor Adam McIroy  Canada Life code # A0628  is having an issue trying to get on the Canada Life site. They reached out to him and said his information is not correct. The postal code that he is using does not match. He is using the office address which is RO 15 1743 Lansdowne St West Peterborough Ontario K9K 1R2. When I look at one of his policies it shows. Are you able to see what they are referring to and help him get access?
 
 
Take care,
 
 
 
 
Vicky Beazer (She/Her)



***DDS*** 11/12/25
Name: Adam McInroy 


Hello Adam,

Thank you for contacting the Workspace support group I would like to recap our call today.

Unfortunately because we did not pass verification we could not continue our call.   As discussed please contact your MGA leadership to have your address postal code updated.   Once updated please reply to this email and we can setup another callback.

Please let me know if you have any questions or if there is anything else I can assist with.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  

Thank you Eva,

Let's talk tomorrow morning (Wednesday Nov. 12th) call my cell phone 705-991-0425 at 10am.

Adam



***DDS*** 11/11/25
Name: Adam McInroy 
Reference: KB0020858 
Email: Hello Adam

Thank you for contacting the Workspace support group I would be happy to assist you regarding re-setting Repnet password. 

I tried calling but could not get through.  

Please provide a good callback number and a preferred callback time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Garcia, Eva <Eva.Garcia@canadalife.com> 
Sent: November 11, 2025 9:28 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Adam.McInroy@igpwm.ca
Subject: RE: Canada Life is being difficult
Importance: High

Hello Team,

Please assist Adam McInroy in accessing CL Workspace.


Thank you kindly,

Eva Garcia (she/her)
Sr. Contracts Specialist, Contracts and Licensing (National Account)
Tel: (416) 552-3747 | Email: eva.garcia@canadalife.com
Upcoming Vacation – Oct 24 – Nov 7
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: IG Insurance Services Inc <IGInsurance@ig.ca> 
Sent: November 10, 2025 11:26 AM
To: Garcia, Eva <Eva.Garcia@canadalife.com>
Subject: FW: Canada Life is being difficult
Importance: High

Hello Eva, Could you please assist with the issue noted below. Much appreciated Eva. IG Insurance Services Inc. (RR) IG Wealth Management 12th Floor, 447 Portage Ave, Winnipeg, MB R3B 3H5 IGInsurance@ ig. ca This communication is intended for
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Eva,

Could you please assist with the issue noted below. 

Much appreciated Eva.

IG Insurance Services Inc. (RR)
IG Wealth Management 
12th Floor, 447 Portage Ave, Winnipeg, MB R3B 3H5
IGInsurance@ig.ca 
 
 
This communication is intended for the recipient to which it is addressed, and may contain confidential, personal, and or privileged information.  If you are not the intended recipient of this communication, do not copy, distribute, or take action relying on it.  Any communication received in error must be deleted and destroyed.


From: Mcinroy, Adam <Adam.McInroy@igpwm.ca> 
Sent: November 10, 2025 9:13 AM
To: IG Insurance Services Inc <IGInsurance@ig.ca>
Subject: Canada Life is being difficult
Importance: High

I've fought with Canada Life for 1 hour today to be told they can't reset my password into Repnet or Advisor workspace because they don't have my DOB on the system which is 04/04/1984.

I was told my MGA would have to provide that to them so that I can service the CL policies that I'm AOR for and the ones I'm trying to do conversions on.

Can someone please support me in getting this done. 
 
 
Adam McInroy,B.Sc, CFP, CLU
Executive Financial Consultant
 
21 King street West, Bobcaygeon, Ontario, K0M 1A0
1743 Lansdowne St. West, Peterborough, Ontario, K9K 1R2
Tel: (705) 748 1950
Email: adam.mcinroy@igpwm.ca

www.mcinroypwm.com

IG Wealth Management Inc.
Mutual Fund Division",True,2025-11-11T15:28:18.000+0000,False,False,005OH00000BGeeHYAT,2025-11-11T15:14:54.000+0000,005OH00000BGeeHYAT,2025-12-03T18:50:53.000+0000,005OH00000BGeeHYAT,2025-12-03T18:50:53.000+0000,(705)876-1282,,adam.mcinroy@ig.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSSrNYAW,False,,23674175,003OH00000T5JJ6YAN,001OH00000ZPgvxYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"User wants to register to Workspace but does not remember the username. Referred to DM + next steps included
===============
Bonjour Mihai,

C’était un plaisir de vous avoir au téléphone au sujet de la création de votre compte Espace Affaires.

Durant notre appel, j’ai confirmé que vous avez déjà créé un nom d’utilisateur. Si vous ne vous en souvenez plus, vous pouvez le confirmer en contactant Distribution Methodology à distribution_methodology@canadalife.com

Une fois que vous avez ce nom d’utilisateur, vous pourrez suivre les étapes suivantes :

Étape 1 : Allez sur la page de connexion Espace Affaires (Espace affaires ouvrez une session — Canada Vie)
Étape 2 : Cliquez sur « S’inscrire »

 

Étape 3 : Vous pouvez inscrire votre nom d’utilisateur et mot de passe. Vous allez ensuite pouvoir finir la création de votre compte Espace Affaires.

Si vous avez oublié votre mot de passe :
Étape 4 : Cliquez sur le texte rouge « Créer votre nom d’utilisateur »

 

Étape 5 : Cliquez sur « Vous avez oublié votre mot de passe ? » pour le réinitialiser

 

Si vous avez d’autres questions ou besoin d’aide avec ce processus, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T15:02:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-11T14:44:18.000+0000,005OH00000AbJ7aYAF,2025-11-11T15:02:12.000+0000,005OH00000AbJ7aYAF,2025-11-11T15:02:12.000+0000,(450)973-8222,,mihai@gestionlv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSV9NYAW,False,,23674972,0030A0000029WChQAM,0010A000002vw0fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:06:38.000+0000,False,False,005OH0000030c5BYAQ,2025-11-11T15:06:38.000+0000,005OH0000030c5BYAQ,2025-11-11T15:06:38.000+0000,005OH0000030c5BYAQ,2025-11-11T15:06:38.000+0000,(705)719-6773,,galina.johnston@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSWiAYAW,False,,23676428,0030A0000029gGzQAI,0010A000002w4KrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:41:29.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T15:41:29.000+0000,005OH000003ds0PYAQ,2025-11-11T15:41:29.000+0000,005OH000003ds0PYAQ,2025-11-11T15:41:29.000+0000,(705)759-6100,,,(705)759-0699,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSY40YAG,False,,23675069,003OH00000XTCKeYAP,001OH00000feEj4YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:09:21.000+0000,False,False,005OH000007fgYjYAI,2025-11-11T15:09:21.000+0000,005OH000007fgYjYAI,2025-11-11T15:09:22.000+0000,005OH000007fgYjYAI,2025-11-11T15:09:22.000+0000,(819)208-1011,,diana@dijouxconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSYlYYAW,False,,23676642,0030A0000029oOkQAI,0010A000002wB3IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:46:26.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T15:46:26.000+0000,005OH000003ds0PYAQ,2025-11-11T15:46:27.000+0000,005OH000003ds0PYAQ,2025-11-11T15:46:27.000+0000,(705)674-1342,,michael.cecutti@ipcc.ca,(888)300-8158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSYvBYAW,False,,23674673,0030A0000029eouQAA,0010A000002w34bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T14:58:46.000+0000,False,False,005OH000007fgYjYAI,2025-11-11T14:58:46.000+0000,005OH000007fgYjYAI,2025-11-11T14:58:47.000+0000,005OH000007fgYjYAI,2025-11-11T14:58:47.000+0000,(514)923-9188,,jian_adv@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSZzPYAW,False,,23676379,0030A000004NPsPQAW,0010A0000059l8dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:40:18.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T15:40:18.000+0000,005OH000003ds0PYAQ,2025-11-11T15:40:18.000+0000,005OH000003ds0PYAQ,2025-11-11T15:40:18.000+0000,(705)549-1314,,melanie.linkletter@edwardjones.com,(877)730-4716,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSaH5YAK,False,,23675528,0030A0000029lWsQAI,0010A000002w8gkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:20:02.000+0000,False,False,005OH000004pk06YAA,2025-11-11T15:20:02.000+0000,005OH000004pk06YAA,2025-11-11T15:20:02.000+0000,005OH000004pk06YAA,2025-11-11T15:20:02.000+0000,(416)240-9545,416-219-0222,joe@tailoredprotection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSak5YAC,False,,23674829,003G0000018f794IAA,0010A000002wPCNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:02:56.000+0000,False,False,0050A000000Hq5PQAS,2025-11-11T15:02:56.000+0000,0050A000000Hq5PQAS,2025-11-11T15:02:57.000+0000,0050A000000Hq5PQAS,2025-11-11T15:02:57.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSbI0YAK,False,,23676662,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:46:47.000+0000,False,False,0050A000000WjqvQAC,2025-11-11T15:46:47.000+0000,0050A000000WjqvQAC,2025-11-11T15:46:47.000+0000,0050A000000WjqvQAC,2025-11-11T15:46:47.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSfi9YAC,False,,23675225,0035o000005IdcCAAS,0015o000005rWouAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:12:57.000+0000,False,False,005OH000004pk06YAA,2025-11-11T15:12:57.000+0000,005OH000004pk06YAA,2025-11-11T15:12:57.000+0000,005OH000004pk06YAA,2025-11-11T15:12:57.000+0000,(647)378-8303,,rahul.goel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSgfsYAC,False,,23676848,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:51:44.000+0000,False,False,005OH00000245RQYAY,2025-11-11T15:51:44.000+0000,005OH00000245RQYAY,2025-11-11T15:51:45.000+0000,005OH00000245RQYAY,2025-11-11T15:51:45.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSiD4YAK,False,,23677374,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:04:41.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T16:04:41.000+0000,005OH000003ds0PYAQ,2025-11-11T16:04:41.000+0000,005OH000003ds0PYAQ,2025-11-11T16:04:41.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSjk9YAC,False,,23675563,0030A000007Hb3aQAC,0010A0000088sJRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:21:01.000+0000,False,False,005OH000004pk06YAA,2025-11-11T15:21:01.000+0000,005OH000004pk06YAA,2025-11-11T15:21:01.000+0000,005OH000004pk06YAA,2025-11-11T15:21:01.000+0000,(647)785-2030,,sareh_nourian@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSmuxYAC,False,,23676248,0030A0000029YiXQAU,0010A000002vy4kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:36:48.000+0000,False,False,0055o000002KxmIAAS,2025-11-11T15:36:48.000+0000,0055o000002KxmIAAS,2025-11-11T15:36:48.000+0000,0055o000002KxmIAAS,2025-11-11T15:36:48.000+0000,(905)892-5210,,rhenson@masonfinancialservices.ca,(905)892-6457,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSnUQYA0,False,,23676644,003G0000018f6pNIAQ,0010A000002wOr6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,dup request,True,2025-11-11T15:46:28.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T15:46:28.000+0000,005OH0000071DK9YAM,2025-11-11T15:46:29.000+0000,005OH0000071DK9YAM,2025-11-11T15:46:29.000+0000,(204)367-9572,(204) 781-0991,steve@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSnmFYAS,False,,23677724,0030A0000029a8IQAQ,0010A000002vzLUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:12:31.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T16:12:31.000+0000,005OH000003ds0PYAQ,2025-11-11T16:12:32.000+0000,005OH000003ds0PYAQ,2025-11-11T16:12:32.000+0000,(416)999-4855,,mgriffin@gpwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSpPlYAK,False,,23675999,0030A0000029broQAA,0010A000002w0iQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:31:20.000+0000,False,False,0055o000002KxmIAAS,2025-11-11T15:31:20.000+0000,0055o000002KxmIAAS,2025-11-11T15:31:21.000+0000,0055o000002KxmIAAS,2025-11-11T15:31:21.000+0000,(905)380-7575,,joeedge19@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSqnHYAS,False,,23676284,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:37:55.000+0000,False,False,005OH00000245RQYAY,2025-11-11T15:37:55.000+0000,005OH00000245RQYAY,2025-11-11T15:37:55.000+0000,005OH00000245RQYAY,2025-11-11T15:37:55.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSqotYAC,False,,23676583,0030A000002EmbSQAS,0010A0000031KS4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:45:16.000+0000,False,False,0050A000000WjqvQAC,2025-11-11T15:45:16.000+0000,0050A000000WjqvQAC,2025-11-11T15:45:17.000+0000,0050A000000WjqvQAC,2025-11-11T15:45:17.000+0000,(613)355-7016,(613) 355-7016,joanne@theprecplanners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSrkyYAC,False,,23676770,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:49:41.000+0000,False,False,0050A000000WjqvQAC,2025-11-11T15:49:41.000+0000,0050A000000WjqvQAC,2025-11-11T15:49:41.000+0000,0050A000000WjqvQAC,2025-11-11T15:49:41.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSsHBYA0,False,,23676245,003G0000018f6i2IAA,0010A000002wOiHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace user not active,Medium,"***DDS*** 11/12/25
Name: Nikona Georgakopoulos
Reference: KB0022880
Email: Hello Nick,

Thank you for contacting the Workspace support group I would be happy to look into your inquiry regarding Workspace access.

Upon investigation, it looks like your advisor code is no longer active.  

Please reach out to Contracts&Compensation@canadalife.com for further assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


***AN Digital Support*** 11/12/25
Name: Nicole
Hello Vinh,

Thank you for contacting AN Digital Support.

The advisor has no active codes for us to reactivate.

Survey: We would love to know how you feel about the quality of service you received from our team. Please take a moment to complete a brief survey, click here.

Nicole
Distribution Digital Support Specialist
Canada Operations
E: ANdigitalsupport@canadalife.com






***DDS*** 11/11/25
Name: Nikona Georgakopoulos 
Reference: KB0020952
Email: sent email to AN Digital Support

Hello @AN Digital Support

Please confirm if NIKONA GEORGAKOPOULOS, Email: Nikona_Georgakopoulos@ajg.com can be re-activated on Workspace.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
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Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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From: Nikona (Nick) Georgakopoulos <Nikona_Georgakopoulos@ajg.com> 
Sent: November 11, 2025 9:46 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Delegate access for Workspace
Importance: High

I have been advised that I need email access to Workspace .Can you please set me up? After the set up I will ask my CL agents to give me delegate access. Thank you !! Nikona ( Nick) Georgakopoulos CPA,CA,TEP Director, Tax & Estate Planning
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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I have been advised that I need email access to Workspace .Can you please set me up?
After the set up  I will ask my CL agents to give me delegate access. 

Thank you !!




Nikona ( Nick) Georgakopoulos CPA,CA,TEP 
Director, Tax & Estate Planning
 
Gallagher 1802 -25 York Street, Toronto, ON M5J 2V5
D: (647) 258-5725 |  

nikona_georgakopoulos@ajg.com  AJG.com/ca

Gallagher Benefit Services (Canada) Group Inc.
25 York Street. Suite 1802, Toronto, ON, M5J 2V5",True,2025-11-21T19:42:05.000+0000,False,False,005OH00000BGeeHYAT,2025-11-11T15:36:42.000+0000,005OH00000BGeeHYAT,2025-11-21T19:42:05.000+0000,005OH00000BGeeHYAT,2025-11-21T19:42:05.000+0000,(416)733-2598X400,,nikona_georgakopoulos@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSsXLYA0,False,,23676474,003OH00000W6fXYYAZ,001OH00000dFpzrYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:42:31.000+0000,False,False,005OH000007fgYjYAI,2025-11-11T15:42:31.000+0000,005OH000007fgYjYAI,2025-11-11T15:42:31.000+0000,005OH000007fgYjYAI,2025-11-11T15:42:31.000+0000,(514)574-4408,,jp.grig@hubcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSv2AYAS,False,,23677696,0030A0000029Y1nQAE,0010A000002vxXQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:11:47.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T16:11:47.000+0000,005OH000003ds0PYAQ,2025-11-11T16:11:47.000+0000,005OH000003ds0PYAQ,2025-11-11T16:11:47.000+0000,(416)659-5394,,michael.melchor@yahoo.com.ph,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSvogYAC,False,,23679175,0035o000005Cu6OAAS,0015o000005lPe0AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:44:27.000+0000,False,False,0055o000001NWfMAAW,2025-11-11T16:44:27.000+0000,0055o000001NWfMAAW,2025-11-11T16:44:27.000+0000,0055o000001NWfMAAW,2025-11-11T16:44:27.000+0000,(416)616-3990,,christyzhu0104@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSwO1YAK,False,,23676571,003G0000018f6pNIAQ,0010A000002wOr6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,MAS Fee Charges Summary Report Request,True,2025-11-11T15:44:59.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T15:44:59.000+0000,005OH0000071DK9YAM,2025-11-11T15:45:00.000+0000,005OH0000071DK9YAM,2025-11-11T15:45:00.000+0000,(204)367-9572,(204) 781-0991,steve@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSxVSYA0,False,,23677072,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T15:56:54.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T15:56:54.000+0000,005OH000003ds0PYAQ,2025-11-11T15:56:54.000+0000,005OH000003ds0PYAQ,2025-11-11T15:56:54.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSxvCYAS,False,,23676772,003G0000018f6pNIAQ,0010A000002wOr6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-11T15:49:41.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T15:49:41.000+0000,005OH0000071DK9YAM,2025-11-11T15:49:42.000+0000,005OH0000071DK9YAM,2025-11-11T15:49:42.000+0000,(204)367-9572,(204) 781-0991,steve@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fSzgtYAC,False,,23677146,0030A0000029e06QAA,0010A000002w2PrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,Insurance Report,True,2025-11-11T15:58:50.000+0000,False,False,005OH0000088z1hYAA,2025-11-11T15:58:50.000+0000,005OH0000088z1hYAA,2025-11-11T15:58:51.000+0000,005OH0000088z1hYAA,2025-11-11T15:58:51.000+0000,(780)431-0527,(780) 808-1994,rory.erickson@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fT0DAYA0,False,,23677897,003OH00000KGdzeYAD,001OH00000OkS3ZYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:16:23.000+0000,False,False,005OH000004oiYEYAY,2025-11-11T16:16:23.000+0000,005OH000004oiYEYAY,2025-11-11T16:16:23.000+0000,005OH000004oiYEYAY,2025-11-11T16:16:23.000+0000,(226)559-2796,,csantos@cornerstonecfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fT1sLYAS,False,,23677047,003OH000009gNcXYAU,0015o0000082x4XAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,Nominee PAC & AWD Summary Report Request,True,2025-11-11T15:56:19.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T15:56:19.000+0000,005OH0000071DK9YAM,2025-11-11T15:56:19.000+0000,005OH0000071DK9YAM,2025-11-11T15:56:19.000+0000,(905) 394-1434,,sydney@elevateiig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fT34aYAC,False,,23678295,003OH00000B8ljTYAR,001OH00000DQ39JYAT,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,MAS Fee Charges Summary Report Request,True,2025-11-11T16:25:37.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T16:25:37.000+0000,005OH0000071DK9YAM,2025-11-11T16:25:37.000+0000,005OH0000071DK9YAM,2025-11-11T16:25:37.000+0000,(289) 273-1724,,christine@gvwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fT5nuYAC,False,,23677404,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:05:25.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T16:05:25.000+0000,005OH000003ds0PYAQ,2025-11-11T16:05:25.000+0000,005OH000003ds0PYAQ,2025-11-11T16:05:25.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fT6GyYAK,False,,23678071,0030A0000029Xm1QAE,0010A000002vxINQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:20:19.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T16:20:19.000+0000,005OH000003ds0PYAQ,2025-11-11T16:20:20.000+0000,005OH000003ds0PYAQ,2025-11-11T16:20:20.000+0000,(705)472-9900,,michael.hutchison@raymondjames.ca,(705)472-8200,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fT71nYAC,False,,23679886,0030A00000C2M6sQAF,0010A00000CcXMlQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T17:00:30.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T17:00:30.000+0000,0055o000002DK5fAAG,2025-11-11T17:00:30.000+0000,0055o000002DK5fAAG,2025-11-11T17:00:30.000+0000,(705)915-3438,(289) 242-6879,laura.brailsford@edwardjones.com,(855)208-0492,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTAScYAO,False,,23678674,0035o000007BzeCAAS,0015o000007rpUwAAI,,,,,,,012G00000012AYVIA2,Closed - Responded,,In Person,,WRS,Medium,the user requested a client listing. They were sent the information we found.,True,2025-11-11T16:33:57.000+0000,False,False,005OH000002iN7rYAE,2025-11-11T16:33:57.000+0000,005OH000002iN7rYAE,2025-11-11T16:33:57.000+0000,005OH000002iN7rYAE,2025-11-11T16:33:57.000+0000,(778)223-6442,,aileen@saasinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTAXRYA4,False,,23677689,003OH00000W6eriYAB,001OH00000dFq07YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:11:42.000+0000,False,False,005OH000004oiYEYAY,2025-11-11T16:11:42.000+0000,005OH000004oiYEYAY,2025-11-11T16:11:42.000+0000,005OH000004oiYEYAY,2025-11-11T16:11:42.000+0000,(519)204-8343,,courtney@affinitiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTBJqYAO,False,,23677933,0030A00000Bz762QAB,0010A00000D4uhUQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:17:23.000+0000,False,False,0050A000000WjqvQAC,2025-11-11T16:17:23.000+0000,0050A000000WjqvQAC,2025-11-11T16:17:23.000+0000,0050A000000WjqvQAC,2025-11-11T16:17:23.000+0000,(613)735-4141,(613) 281-2047,tommy@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTCMNYA4,False,,23678596,0030A0000029jw6QAA,0010A000002w7M4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:32:21.000+0000,False,False,005OH000007fgYjYAI,2025-11-11T16:32:21.000+0000,005OH000007fgYjYAI,2025-11-11T16:32:21.000+0000,005OH000007fgYjYAI,2025-11-11T16:32:21.000+0000,(514)737-9252X331,(514) 924-6648,dcohen@dcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTCMRYA4,False,,23679456,0030A0000029XtKQAU,0010A000002vxPHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:50:39.000+0000,False,False,0055o000001NWfMAAW,2025-11-11T16:50:39.000+0000,0055o000001NWfMAAW,2025-11-11T16:50:40.000+0000,0055o000001NWfMAAW,2025-11-11T16:50:40.000+0000,(905)888-7900X2205,(416) 828-2572,ziyangsheng@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTDdNYAW,False,,23677910,0030A0000029WChQAM,0010A000002vw0fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:16:51.000+0000,False,False,005OH0000030c5BYAQ,2025-11-11T16:16:51.000+0000,005OH0000030c5BYAQ,2025-11-11T16:16:51.000+0000,005OH0000030c5BYAQ,2025-11-11T16:16:51.000+0000,(705)719-6773,,galina.johnston@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTEWFYA4,False,,23679327,003G0000018f6kdIAA,0010A000002wOmNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:47:51.000+0000,False,False,005OH000002N6huYAC,2025-11-11T16:47:51.000+0000,005OH000002N6huYAC,2025-11-11T16:47:51.000+0000,005OH000002N6huYAC,2025-11-11T16:47:51.000+0000,(450)536-0875X3,(514) 996-7117,alain.proulx@trinum.ca,(450)536-1827,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTGhmYAG,False,,23680703,0030A000002BP6pQAG,0010A000002xw3cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T17:20:26.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T17:20:26.000+0000,0055o000002DK5fAAG,2025-11-11T17:20:27.000+0000,0055o000002DK5fAAG,2025-11-11T17:20:27.000+0000,(905)366-4427,,adriano.beghin@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTHluYAG,False,,23680138,0035o0000061e79AAA,0015o000006aEuxAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T17:07:11.000+0000,False,False,0055o000001NWfMAAW,2025-11-11T17:07:11.000+0000,0055o000001NWfMAAW,2025-11-11T17:07:11.000+0000,0055o000001NWfMAAW,2025-11-11T17:07:11.000+0000,(647)528-1127,,cherry_lmy@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTHtuYAG,False,,23678377,0030A0000029gOWQAY,0010A000002w4RkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:27:32.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T16:27:32.000+0000,005OH000003ds0PYAQ,2025-11-11T16:27:33.000+0000,005OH000003ds0PYAQ,2025-11-11T16:27:33.000+0000,(905)655-6556,,michael.janacek@raymondjames.ca,(905)433-9997,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTIzdYAG,False,,23678374,003OH00000B8ljTYAR,001OH00000DQ39JYAT,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Dealer Auto Rebalancing Failure Analysis Report Request,Medium,Dealer Auto Rebalancing Failure Analysis Report Request,True,2025-11-11T16:27:32.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T16:27:32.000+0000,005OH0000071DK9YAM,2025-11-11T16:27:32.000+0000,005OH0000071DK9YAM,2025-11-11T16:27:32.000+0000,(289) 273-1724,,christine@gvwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTJquYAG,False,,23678840,0030A0000029nfgQAA,0010A000002wAVRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:37:38.000+0000,False,False,005OH000004oiYEYAY,2025-11-11T16:37:38.000+0000,005OH000004oiYEYAY,2025-11-11T16:37:38.000+0000,005OH000004oiYEYAY,2025-11-11T16:37:38.000+0000,(519)525-2112,,darren@tenpoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTMDdYAO,False,,23678643,0035o000003z48mAAA,0015o000004aCChAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:33:11.000+0000,False,False,005OH000004oiYEYAY,2025-11-11T16:33:11.000+0000,005OH000004oiYEYAY,2025-11-11T16:33:12.000+0000,005OH000004oiYEYAY,2025-11-11T16:33:12.000+0000,(519)639-5809,,paul@sincerbox.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTO4AYAW,False,,23680302,0030A0000029gU4QAI,0010A000002w4WFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T17:11:16.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T17:11:16.000+0000,0055o000002DK5fAAG,2025-11-11T17:11:16.000+0000,0055o000002DK5fAAG,2025-11-11T17:11:16.000+0000,(905)366-4419,(905) 366-4419,carol.smith@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTO7NYAW,False,,23678797,0035o000007BzeCAAS,0010A000002vwVbQAI,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS,Medium,the user requested a client listing. they were sent the information we found,True,2025-11-11T16:36:36.000+0000,False,False,005OH000002iN7rYAE,2025-11-11T16:36:36.000+0000,005OH000002iN7rYAE,2025-11-11T16:36:36.000+0000,005OH000002iN7rYAE,2025-11-11T16:36:36.000+0000,(778)223-6442,,aileen@saasinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTRrdYAG,False,,23679120,0030A0000029dSVQAY,0010A000002w1zZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:43:17.000+0000,False,False,0050A000000WjqvQAC,2025-11-11T16:43:17.000+0000,0050A000000WjqvQAC,2025-11-11T16:43:17.000+0000,0050A000000WjqvQAC,2025-11-11T16:43:17.000+0000,(613)401-4714,,paul@kramerwealth.ca,(613)687-1272,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTSpOYAW,False,,23680584,0030A0000029kucQAA,0010A000002w89DQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T17:17:58.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T17:17:58.000+0000,0055o000002DK5fAAG,2025-11-11T17:17:58.000+0000,0055o000002DK5fAAG,2025-11-11T17:17:58.000+0000,(905)366-4409,,bammy.wong@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTTQSYA4,False,,23680975,003OH00000EP7cXYAT,001OH00000I6sGRYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Authenticator issue,Medium,"*11/11*
----------------

needs to set up their authenticator, xfered by SD 

Steven Arsenault

h2121 

failed authentication, 
they were in their phone looking for an authenticator and were able to log into Workspace while they were being transfered to us
advised they will need to follow up with their MGA or contact Distribution_Methodology@canadalife.com to get phone number corrected

*email*
----------------

Good afternoon Steven, 

Thank you for contacting the Workspace Support Team with your authenticator issue. 

You wanted to log into Workspace but were not sure what authenticator you need to use. You were unable to pass authentication due to the number associated to your code h2121 being incorrect. @Distribution Methodology Can you please update Stevens’ phone number so they will be able to pass authentication in the future?  The number they provided was (902) 438-0035 does not match the one in our records. If there are any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T18:25:17.000+0000,False,False,005OH000008919xYAA,2025-11-11T17:27:12.000+0000,005OH000008919xYAA,2025-11-11T18:25:18.000+0000,005OH000008919xYAA,2025-11-11T18:25:18.000+0000,(902)438-0035,,steve.f.arsenault@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTU7yYAG,False,,23679604,0030A0000029Yg4QAE,0010A000002vy2lQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:54:09.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T16:54:09.000+0000,0055o000002DK5fAAG,2025-11-11T16:54:10.000+0000,0055o000002DK5fAAG,2025-11-11T16:54:10.000+0000,(905)276-9456X4425,4163561536,victor.pywowarczuk@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTUrBYAW,False,,23682307,0030A0000029ZqMQAU,0010A000002vz4LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T17:58:39.000+0000,False,False,005OH000007fgYjYAI,2025-11-11T17:58:39.000+0000,005OH000007fgYjYAI,2025-11-11T17:58:40.000+0000,005OH000007fgYjYAI,2025-11-11T17:58:40.000+0000,(514)923-8718,,martin-ouellet@lafond.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTY0HYAW,False,,23679691,0030A0000029brEQAQ,0010A000002w0hvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T16:56:14.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T16:56:14.000+0000,0055o000002DK5fAAG,2025-11-11T16:56:15.000+0000,0055o000002DK5fAAG,2025-11-11T16:56:15.000+0000,(647)345-5231,,suzanne.breen@dfsin.ca,(416)494-9520,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTZArYAO,False,,23679769,0030A0000029bADQAY,0010A000002w0C2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"****DDS*** 11/11/2025

User need help with illustrations

***email chain****
Hello Huai,

     Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. To get more assistance with the illustration application you use this guide or you could also reach out to your RSA Serena Jiao at serena.jiao@canadalife.com on more guides on how to do the premium offset. If you do have any further questions or concerns, please do not hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T17:30:56.000+0000,False,False,005OH00000BFQFHYA5,2025-11-11T16:57:52.000+0000,005OH00000BFQFHYA5,2025-11-11T17:30:57.000+0000,005OH00000BFQFHYA5,2025-12-13T02:01:43.000+0000,(604)438-3699,(604) 767-8226,tomhuang@crius.ca,(604)438-2038,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTazmYAC,False,,23679935,0030A0000029XtKQAU,0010A000002vxPHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T17:01:50.000+0000,False,False,0055o000001NWfMAAW,2025-11-11T17:01:50.000+0000,0055o000001NWfMAAW,2025-11-11T17:01:51.000+0000,0055o000001NWfMAAW,2025-11-11T17:01:51.000+0000,(905)888-7900X2205,(416) 828-2572,ziyangsheng@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTb6DYAS,False,,23679913,0030A00000C2M6sQAF,0010A00000CcXMlQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T17:01:16.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T17:01:16.000+0000,0055o000002DK5fAAG,2025-11-11T17:01:16.000+0000,0055o000002DK5fAAG,2025-11-11T17:01:16.000+0000,(705)915-3438,(289) 242-6879,laura.brailsford@edwardjones.com,(855)208-0492,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTdnyYAC,False,,23680200,0030A0000029fSdQAI,0010A000002w3eYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T17:08:41.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T17:08:41.000+0000,0055o000002DK5fAAG,2025-11-11T17:08:41.000+0000,0055o000002DK5fAAG,2025-11-11T17:08:41.000+0000,(905)276-9456X239,,claudette.ricketts@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTf09YAC,False,,23680246,003OH00000M986cYAB,001OH00000QuudoYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"*** DDS 11NOV2025 ***
getting URL no longer exists, advised clear C&C and offered call:
-----------------------------------------EMAIL CHAIN:
Hello Lesley,

Thank you for contacting Workspace Support regarding the registration issue below, and I apologize for the delay in response. To resolve the ‘URL no longer exists’ error, please clear your browser cookies and cache (instructions attached) and you should then be able to navigate to the login page (https://workspace.canadalife.com/) where you will be prompted to connect your authenticator after signing in. Please let me know if you run into any issues or if you would like to schedule a call to go through the steps together.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: LESLEY DOPWELL <LDOPWELL@PRIMERICA.COM> 
Sent: November 9, 2025 5:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: lesleydopwll <lesleydopwll@yahoo.ca>
Subject: [EXT] URL LINK HAS EXPIRED - C23680246

Hello I have tried to register for the Workspace Authenticator, however before I could complete the registration process the link expired, and I could not complete the registration; Please assist, I had provide my personal email address : lesleydopwll@ yahoo. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello

I have tried to register for the Workspace Authenticator, however before I could complete the registration process the link expired, and I could not complete the registration;

Please assist, I had provide my personal email address : lesleydopwll@yahoo.ca to complete the process, I viewed the video for authentication, and when I attempted to complete the process the URL link expired:

The details provided in me email was as follows:

USER ID: LESLEY-PME8415

Temporary Password: Xd6zQ-SK8sQv

Advisor Code: P8415

Regards

Lesley Dopwell - TXJ15

-- 
you are receiving this message from lesley dopwell on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada LTD. (collectively ""Primerica""), branch office located at 3300 Steeles Ave West Unit 205, Vaughan,Ontario,L4K2Y4. I can be reached at 905-760-7500
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-11-11T20:44:17.000+0000,False,False,005OH000006wv2TYAQ,2025-11-11T17:09:52.000+0000,005OH000006wv2TYAQ,2025-11-11T20:44:17.000+0000,005OH000006wv2TYAQ,2025-11-11T20:44:17.000+0000,(416)241-8405,,ldopwell@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTfzSYAS,False,,23680649,0030A0000029pofQAA,0010A000002wCBEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T17:19:17.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T17:19:17.000+0000,0055o000002DK5fAAG,2025-11-11T17:19:17.000+0000,0055o000002DK5fAAG,2025-11-11T17:19:17.000+0000,(647)224-8599,,samcellini@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fTmssYAC,False,,23681610,003G0000018f6skIAA,0010A000002wOuTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Delegation,Medium,"User wants to confirm delegate access is granted for advisor Janis. Kevin is waiting for DM response before calling him back.
=============
Good afternoon Percy,

It was a pleasure speaking with you today about the delegation access for Janis Bellman.

Attached is the TPA form that you can send to Distribution Methodology to grant access to your advisor code to Janis.

Kevin is currently waiting for confirmation that the delegation for code F6019 is done from Distribution Methodology. He or I will contact you once confirmed.

If you have any question, don’t hesitate to reach out and we will gladly help.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T18:09:56.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-11T17:42:29.000+0000,005OH00000AbJ7aYAF,2025-11-11T18:09:56.000+0000,005OH00000AbJ7aYAF,2025-11-11T18:09:56.000+0000,(905)332-3400,(905) 631-5673,percy.pierre@hudsonwealth.ca,(905)332-3999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fU5kDYAS,False,,23682534,0030A0000029YmbQAE,0010A000002vy8eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - login,Medium,"*11/11*
----------------

Lisa Kay
065480
w1630

for quite some time i have been sent notices for CRM Data, unable to access workspace 
did not know their advisor code unable to authenticate


*email*
----------------

Good afternoon Lisa, 

Thank you for contacting the Workspace Support Team with your login issue. 

You were getting CRM notifications but are unable to log into Workspace. Unfortunately you were unable to pass authentication because you did not know your Canada Life selling code, please reach out to Distribution_Methodology@canadalife.com and request your advisor code, you can also request them to update your information associated with that code so that it’s accurate and you can pass authentication going forward. If there are any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T18:34:40.000+0000,False,False,005OH000008919xYAA,2025-11-11T18:04:37.000+0000,005OH000008919xYAA,2025-11-11T18:34:40.000+0000,005OH000008919xYAA,2025-11-11T18:34:40.000+0000,(519)664-1634,,lisakay@cicsbenefits.ca,(519)664-1634,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fU8beYAC,False,,23683224,0030A0000029YWQQA2,0010A000002vxvXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Authenticator app,Medium,"Name:Nathan Kupusa
Advisor or support staff: Advisor 
Advisor Code: 
Advisor Name: 
Phone: 9059778497	
Email: nkupusa@dlfinc.ca
1. Siebel verification:
2. Last Login to Workspace:
Issue: My assistant had Canada life put an authenticator app on her computer. I need access as well as the advisor. My contact number is 9059778497. Please as soon as possible. Thanks

Findings: 

Resolution: 3 EMAILS SENT. NO RESPONSE. CLOSING. 

--------------------------------------***DDS  11/14/2025***--------------------------
Hello Nathan,

As we have not received a response from you, we’re going to close this case. 

Should you still require assistance, please reach out to us at your convenience at the number below and anyone on our team would be happy to help, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/13/2025***--------------------------
sent follow up--will close send final follow up friday/close case if no response.
--------------------------------------***DDS  11/13/2025***--------------------------
Hello Nathan, following up on the below email. Please provide the details to better assist you, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/11/2025***--------------------------
sent follow up requesting more info/schedule a call
--------------------------------------***DDS  11/11/2025***--------------------------
Hello Nathan,

Thank you for contacting Workspace Support today.

You mentioned we helped your assistant with setting up the authenticator on their computer, was that for your account/or their own Workspace account?

Only one instance of the authenticator can be utilized for each profile and so if your assistant is using your Workspace logins on their computer (which we do not recommend), you will not be able to setup a 2nd authenticator on your computer as well for the same profile.
 
If they’re using their own Workspace profile/you’re using your own, yes we can certainly assist you with this

We may need to complete an authentication call with you if any changes are needed to your profile.
 
Lets schedule a call, kindly provide the following details to help us schedule a callback:
1.	Your advisor codes
2.	Your time zone
3.	Three preferred dates and times for a callback
4.	We will reach you at the phone number on file, please confirm the number.
 
Looking forward to your email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
--------------------------------------***DDS  11/11/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/11/2025***--------------------------
My assistant had Canada life put an authenticator app on her computer. I need access as well as the advisor. My contact number is 9059778497. Please as soon as possible. Thanks. 
Nathan",True,2025-11-14T19:50:40.000+0000,False,False,005OH00000AUS7aYAH,2025-11-11T18:20:12.000+0000,005OH00000AUS7aYAH,2025-11-14T19:50:40.000+0000,005OH00000AUS7aYAH,2025-11-14T19:50:40.000+0000,(877)242-9122,,nkupusa@dlfinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUADdYAO,False,,23682960,0030A0000029lRWQAY,0010A000002w8c1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,Insurance Client Listing provided,True,2025-11-11T18:14:18.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T18:14:18.000+0000,005OH0000071DK9YAM,2025-11-11T18:14:19.000+0000,005OH0000071DK9YAM,2025-11-11T18:14:19.000+0000,(519)238-1417,,terry.genttner@edwardjones.com,(877)335-9227,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUCiTYAW,False,,23683168,0035o000005iKrMAAU,0010A000002vzv0QAA,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS,Medium,the user requested a client listing. They were sent the requested listing,True,2025-11-11T18:19:01.000+0000,False,False,005OH000002iN7rYAE,2025-11-11T18:19:01.000+0000,005OH000002iN7rYAE,2025-11-11T18:19:01.000+0000,005OH000002iN7rYAE,2025-11-11T18:19:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUDjNYAW,False,,23683240,0030A00000C2M6sQAF,0010A00000CcXMlQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T18:20:29.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T18:20:29.000+0000,0055o000002DK5fAAG,2025-11-11T18:20:29.000+0000,0055o000002DK5fAAG,2025-11-11T18:20:29.000+0000,(705)915-3438,(289) 242-6879,laura.brailsford@edwardjones.com,(855)208-0492,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUDufYAG,False,,23683252,0035o000007ERP3AAO,0015o000007uk7UAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T18:20:48.000+0000,False,False,005OH000004pk06YAA,2025-11-11T18:20:48.000+0000,005OH000004pk06YAA,2025-11-11T18:20:48.000+0000,005OH000004pk06YAA,2025-11-11T18:20:48.000+0000,(905)979-9676,,insurance@sonnymartin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUEFdYAO,False,,23683276,003G0000018f71cIAA,0010A000002wP4wQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User wanted to have an update about CRM Data Extraction,Medium,"Hello Andrew,
Thank you for the confirmation.
Please don’t hesitate to reach out if you have any questions, need further clarification, or would like assistance once you receive the data.
Best regards,

Zia Hameed
Technology Solutions Partner
Zia.Hameed2@advicecanada.com | 416-552-3541

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Andrew Gooden <agooden@elanpwm.com> 
Sent: November 11, 2025 9:05 AM
To: Hameed, Zia <Zia.Hameed2@advicecanada.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace download - INC1834154

Yes, I received and mail yesterday from Canada Life regarding this topic. It seems everything's on track. Andrew From: Hameed, Zia <Zia. Hameed2@ advicecanada. com> Sent: Tuesday, November 11, 2025 8: 48 AM To: Andrew Gooden <agooden@ elanpwm. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Yes, I received and mail yesterday from Canada Life regarding this topic. It seems everything's on track.

Andrew

________________________________________
From: Hameed, Zia <Zia.Hameed2@advicecanada.com>
Sent: Tuesday, November 11, 2025 8:48 AM
To: Andrew Gooden <agooden@elanpwm.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Workspace download - INC1834154 
 
  	This email comes from outside the organization. 
Do not click links or open attachments unless it is an email you expected to receive. 
Good morning Andrew,
I hope you're doing well. I received a response from the project team regarding the delay in your data. They’ve confirmed that your data was not missed. The delay is due to a Buy/Sell Book of Business associated with your profile, which requires an additional security review before the data can be released.
That said, we now have tentative dates for the related email notifications. Could you please confirm whether you received the initial email yesterday?
•	November 10: “Your data will be ready soon” notification
•	November 19: Data entry cut-off (11:59 PM)
•	November 24: “Your data is ready” notification
Please let me know if you have any questions or need further clarification.
Best regards,
 
 
Zia Hameed
Technology Solutions Partner
Zia.Hameed2@advicecanada.com | 416-552-3541
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: Andrew Gooden <agooden@elanpwm.com> 
Sent: November 7, 2025 8:20 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Hameed, Zia <Zia.Hameed2@advicecanada.com>
Subject: [EXT] Re: Workspace download - INC1834154
Importance: High
 
Hello, Can somebody please investigate and let me know what's going on? Andrew From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Wednesday, October 29, 2025 6: 42 PM To: Andrew Gooden <agooden@ elanpwm. com> Cc: Hameed,
Hello,
 
Can somebody please investigate and let me know what's going on?
 
Andrew
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Wednesday, October 29, 2025 6:42 PM
To: Andrew Gooden <agooden@elanpwm.com>
Cc: Hameed, Zia <Zia.Hameed2@advicecanada.com>
Subject: RE: Workspace download - INC1834154 
 
  	This email comes from outside the organization. 
Do not click links or open attachments unless it is an email you expected to receive. 
Hi Andrew, 
 
Thank you for contacting Workspace Support.  
 
I understand you received a message a few weeks ago about a delay in receiving your CRM data extract link, and that others have since received theirs. 
 
@Hameed, Zia, would you be able to provide an update or assist Andrew with this request?
 
If you have any other questions in the meantime, feel free to reach out.
 
We’re always looking to improve your experience with Workspace. If you have a moment, we’d appreciate your feedback on the support you received today: : complete our brief survey
 
Have a wonderful day. 
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
 
 
 
From: Andrew Gooden <agooden@elanpwm.com> 
Sent: Wednesday, October 29, 2025 6:11 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace download - INC1834154
 
Good morning, A few weeks ago I received an email from WS support notifying me of a delay in providing me the download link. Since that time, a number of colleagues have received their links to download, which is now making me wonder whether
Good morning,
 
A few weeks ago I received an email from WS support notifying me of a delay in providing me the download link. Since that time, a number of colleagues have received their links to download, which is now making me wonder whether I missed out on receiving this link.
 
Can you please provide me an update on the status of this link? Thank you.
 
Andrew 

 	Andrew Gooden BSc, FCIA, CFP, CLU 
Financial Planner, Elan Planning & Wealth Management 
Cell 289-388-0701  

agooden@elanpwm.com

Suite 269 – 1099 Kingston Road Pickering ON L1V 1B5






The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 






 
  
 
	Book time to meet with me",True,2025-11-11T18:21:29.000+0000,False,False,0055o000001zVCKAA2,2025-11-11T18:21:29.000+0000,0055o000001zVCKAA2,2025-11-11T18:21:29.000+0000,0055o000001zVCKAA2,2025-11-11T18:21:29.000+0000,(289)388-0701,(289) 388-0701,agooden@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUGhIYAW,False,,23685518,003G0000018f6YLIAY,0010A000002wOVQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:14:24.000+0000,False,False,0055o000001fOwHAAU,2025-11-11T19:14:24.000+0000,0055o000001fOwHAAU,2025-11-11T19:14:24.000+0000,0055o000001fOwHAAU,2025-11-11T19:14:24.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUOBnYAO,False,,23685561,003OH00000V955JYAR,001OH00000bzOtBYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:15:16.000+0000,False,False,005OH000007fgYjYAI,2025-11-11T19:15:16.000+0000,005OH000007fgYjYAI,2025-11-11T19:15:17.000+0000,005OH000007fgYjYAI,2025-11-11T19:15:17.000+0000,(438)935-0855,,fiancelevesque@emiliepac.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUQ77YAG,False,,23684104,003OH000005YZZxYAO,001OH000006zHN3YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T18:40:00.000+0000,False,False,005OH000007fgYjYAI,2025-11-11T18:40:00.000+0000,005OH000007fgYjYAI,2025-11-11T18:40:00.000+0000,005OH000007fgYjYAI,2025-11-11T18:40:00.000+0000,(514)222-7324,,jonathan-gagnon@lafond.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUS7MYAW,False,,23685197,0031600002cwojtAAA,0015o000008CysBAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:06:09.000+0000,False,False,005OH00000245RQYAY,2025-11-11T19:06:09.000+0000,005OH00000245RQYAY,2025-11-11T19:06:10.000+0000,005OH00000245RQYAY,2025-11-11T19:06:10.000+0000,(450) 492-5688 x106,,priscilla@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUUylYAG,False,,23685776,0030A0000029VS7QAM,0010A000002vvLrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application issue,Medium,"===================
Good afternoon Brandi,

It was a pleasure speaking with you today about an insurance application 60918629-1 being stuck after filling in the phone call fields in the questionnaire.

It is likely that this is a compatibility issue with the application being done on an iPad. I would advise to reopen the application on a computer and see if the issue persists. If it does, do call us back and we will investigate the issue.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T19:40:43.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-11T19:19:39.000+0000,005OH00000AbJ7aYAF,2025-11-11T19:40:44.000+0000,005OH00000AbJ7aYAF,2025-11-11T19:40:44.000+0000,(250)426-2843,,brandi.archibald@edwardjones.com,(888)795-9624,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUV6pYAG,False,,23684915,0035o000006J5WlAAK,0015o000006oCsPAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"*11/11*
----------------
Collum Sutherland 
e2458
Callum@CSutherlandfinancial.ca

im trying to get MGA workspace set up, trying to get my password reset was transferred by SD to us 
reset pw in ISAM and emailed 
walked user through password reset, 
walked through password reset in Repnet 
walked through registration 
walked through MFA set up

*email*
----------------

Good afternoon Collum, 

Thank you for contacting The Workspace Support Team with your registration inquiry. 

You were speaking with the Service Desk, and you needed your Repnet password reset so they transferred you to us. We were able to help you reset your Repnet password, register you for Workspace, and set up your Sales Force authenticator app; You were able to log into Workspace successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T19:41:44.000+0000,False,False,005OH000008919xYAA,2025-11-11T18:59:26.000+0000,005OH000008919xYAA,2025-11-11T21:57:44.000+0000,005OH000008919xYAA,2025-11-11T21:57:44.000+0000,(613)748-3455X4122,,callum@csutherlandfinancial.ca,(613)748-0231,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUXLXYA4,False,,23685753,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:19:12.000+0000,False,False,0055o000001fOwHAAU,2025-11-11T19:19:12.000+0000,0055o000001fOwHAAU,2025-11-11T19:19:12.000+0000,0055o000001fOwHAAU,2025-11-11T19:19:12.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUajBYAS,False,,23684825,0030A0000029cr8QAA,0010A000002w1SnQAI,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0055o000002DK5fAAG,2025-11-11T18:57:04.000+0000,0055o000002DK5fAAG,2025-11-11T19:10:01.000+0000,0055o000002DK5fAAG,2025-11-11T19:10:01.000+0000,(905)335-8811,,cdeyman@cogeco.ca,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUi8uYAC,False,,23687781,0030A000001XnxlQAC,0010A000002wMyyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"INC1847329 for info
=============
Good afternoon David,

Thank you for contacting Workspace support concerning an issue resetting your password and accessing your Workspace account.

We unfortunately could not get in contact with you today.

Could you reply to this email with your best number to reach you and 2-3 available times for a call back please?

Thank you. Once we receive an answer, we will set up a call to help you access your account.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-29T15:33:18.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-11T20:07:08.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:33:19.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:33:19.000+0000,(647)836-7668,(647) 836-7668,dbrown@devonsleighwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUkttYAC,False,,23686844,0035o000007hPUnAAM,0015o000008Od0nAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:44:27.000+0000,False,False,0055o000002KxmIAAS,2025-11-11T19:44:27.000+0000,0055o000002KxmIAAS,2025-11-11T19:44:28.000+0000,0055o000002KxmIAAS,2025-11-11T19:44:28.000+0000,(905)333-3335,,john.crusoe@ig.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUkyiYAC,False,,23685829,0030A0000029colQAA,0010A000002w1QpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,Insurance Report,True,2025-11-11T19:21:09.000+0000,False,False,005OH0000088z1hYAA,2025-11-11T19:21:09.000+0000,005OH0000088z1hYAA,2025-11-11T19:40:02.000+0000,005OH0000088z1hYAA,2025-11-11T19:40:02.000+0000,(647)203-0199,,melbabelo@3ifinancial.com,(877)775-7863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUlecYAC,False,,23685524,0035o000007S1Z9AAK,0015o0000088Vu6AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:14:33.000+0000,False,False,005OH000003ds0PYAQ,2025-11-11T19:14:33.000+0000,005OH000003ds0PYAQ,2025-11-11T19:14:33.000+0000,005OH000003ds0PYAQ,2025-11-11T19:14:33.000+0000,(905)373-0300,,mike@milnerfinancial.ca,(905)373-0302,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUmhAYAS,False,,23686982,0030A0000029ighQAA,0010A000002w6L8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:47:45.000+0000,False,False,0055o000002KxmIAAS,2025-11-11T19:47:45.000+0000,0055o000002KxmIAAS,2025-11-11T19:47:45.000+0000,0055o000002KxmIAAS,2025-11-11T19:47:45.000+0000,(905)333-3335,(416) 570-1001,dan.scepanovic@igpwm.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUoz3YAC,False,,23685660,003G0000018f7YBIAY,0010A000002wPf2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:17:09.000+0000,False,False,0055o000001fOwHAAU,2025-11-11T19:17:09.000+0000,0055o000001fOwHAAU,2025-11-11T19:17:09.000+0000,0055o000001fOwHAAU,2025-11-11T19:17:09.000+0000,(905)928-7011,,sevel@ewfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUprtYAC,False,,23685714,0031600002WuO4dAAF,0010A000002wO8VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:18:21.000+0000,False,False,0055o000001fOwHAAU,2025-11-11T19:18:21.000+0000,0055o000001fOwHAAU,2025-11-11T19:18:21.000+0000,0055o000001fOwHAAU,2025-11-11T19:18:21.000+0000,(289)823-0306,,pnohara@noharawealthsolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUpwqYAC,False,,23688309,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T20:20:47.000+0000,False,False,005OH000004oiYEYAY,2025-11-11T20:20:47.000+0000,005OH000004oiYEYAY,2025-11-11T20:20:47.000+0000,005OH000004oiYEYAY,2025-11-11T20:20:47.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUr45YAC,False,,23685790,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:19:59.000+0000,False,False,0055o000001fOwHAAU,2025-11-11T19:19:59.000+0000,0055o000001fOwHAAU,2025-11-11T19:19:59.000+0000,0055o000001fOwHAAU,2025-11-11T19:19:59.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001fOwHAAU,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUtfRYAS,False,,23686435,0031600002HMl26AAD,0010A000002wNJLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Requested,Medium,Intake Form Requested,True,2025-11-11T19:34:55.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T19:34:55.000+0000,005OH0000071DK9YAM,2025-11-11T19:34:55.000+0000,005OH0000071DK9YAM,2025-11-11T19:34:55.000+0000,(604)202-0803,(604) 202-0803,brandon@saasinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fUuA1YAK,False,,23685973,003G000001Ik62ZIAR,0010A000002wSAnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,Insurance Client Listing provided,True,2025-11-11T19:24:22.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T19:24:22.000+0000,005OH0000071DK9YAM,2025-11-11T19:24:23.000+0000,005OH0000071DK9YAM,2025-11-11T19:24:23.000+0000,(416) 606-0480,,greg@thompsonfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fV6vxYAC,False,,23686805,003G0000018f7I1IAI,0010A000002wPNHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"No answer from advisor when calling, sent email below.
=============
Good afternoon Melissa,

Thank you for contacting Workspace Support about your issue to access your Workspace account.

The error indicating the link has expired can often be resolved by clearing the browser’s cache and cookies.

Could you confirm with me your preferred phone number and 2-3 available times for me to set up a call to help you sign in to your Workspace account today before 4:30pm or later this week?

Thank you so much.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-11T19:51:08.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-11T19:43:42.000+0000,005OH00000AbJ7aYAF,2025-11-11T19:51:08.000+0000,005OH00000AbJ7aYAF,2025-11-11T19:51:08.000+0000,(519)885-5177,(519) 574-6151,melissa@loftwmg.ca,(519)885-9803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fV75hYAC,False,,23687265,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:54:36.000+0000,False,False,005OH00000245RQYAY,2025-11-11T19:54:36.000+0000,005OH00000245RQYAY,2025-11-11T20:09:09.000+0000,005OH00000245RQYAY,2025-11-11T20:09:09.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fV8mUYAS,False,,23687015,003G0000018f7C4IAI,0010A000002wPG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:48:30.000+0000,False,False,0050A000000WjqvQAC,2025-11-11T19:48:30.000+0000,0050A000000WjqvQAC,2025-11-11T19:48:30.000+0000,0050A000000WjqvQAC,2025-11-11T19:48:30.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVBArYAO,False,,23687164,0030A0000029VVyQAM,0010A000002vvPAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T19:52:17.000+0000,False,False,0050A000000WjqvQAC,2025-11-11T19:52:17.000+0000,0050A000000WjqvQAC,2025-11-11T19:52:17.000+0000,0050A000000WjqvQAC,2025-11-11T19:52:17.000+0000,(613)225-7185,,blhicks@bellnet.ca,(613)228-7850,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVJA3YAO,False,,23689022,003G0000018f6peIAA,0010A000002wOrNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T20:38:50.000+0000,False,False,005G0000002gxxjIAA,2025-11-11T20:38:50.000+0000,005G0000002gxxjIAA,2025-11-11T20:38:51.000+0000,005G0000002gxxjIAA,2025-11-11T20:38:51.000+0000,(450)492-5688,(514) 833-6874,mike@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVJI8YAO,False,,23688135,0035o000005vEKXAA2,0015o000006TBJxAAO,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Investment Centre SSO issue,Medium,"Reached out to the advisor to confirm they're accessing the link from WS. Advisor confirmed. Escalated to DAS. Quadrus reached out and resolved the issue.

INC1841717 - open with WS Dealership",True,2025-11-25T16:44:45.000+0000,False,False,0050A000000qsPeQAI,2025-11-11T20:16:00.000+0000,0050A000000qsPeQAI,2025-11-25T16:44:45.000+0000,0050A000000qsPeQAI,2025-11-25T16:44:45.000+0000,(519)851-0817,(519) 851-0817,brayden@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVJYGYA4,False,,23689865,003OH00000KetbpYAB,001OH00000PCqKjYAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Net Invested Inquiry on IC,Medium,"**EMAIL**

Good afternoon Meghan,

Thank you for reaching out to Wealth Reporting Support team.

Please view below of the response I shared on November 11 regarding this matter:

On Investment Centre, the “No Impact to Net Invested” category represents the total of categories which do not adjust the Net Invested figure. These include transactions like as administrative fees and reinvested distributions.
•	Fees include any fee that may be paid by the investor. Fees can originate from the management company (i.e. management fees/rebates) or from the dealer (i.e. trustee fees).
•	Reinvested Distributions that are reinvested into the portfolio have no impact to the Net Invested figure.


If you have any Fee-related inquiries, please feel free to reach out to your designated Quadrus ASR for further assistance, Margot Pert margot.pert@quadrusinvestment.com.


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Meghan Moore <meghan@vitalitywealth.ca> 
Sent: December 3, 2025 5:21 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: General Inquiries for Quadrus <Contact@quadrusinvestmentservices.com>
Subject: [EXT] Re: Fees being added to account growth in Portfolio Insights

Hi, Just following up as I have not received a response. Thanks. Meghan Moore, CIM Investment Support Associate 408-355 Burrard St. , Vancouver, BC meghan@ vitalitywealth. ca | Phone: 604-200-3126 The contents of this communication, including any
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, Just following up as I have not received a response.

Thanks.

Meghan Moore, CIM
Investment Support Associate
408-355 Burrard St., Vancouver, BC
meghan@vitalitywealth.ca | Phone: 604-200-3126

 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
________________________________________
From: Meghan Moore <meghan@vitalitywealth.ca>
Sent: Wednesday, November 5, 2025 9:48 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Quadrus Investment Services <contact@quadrusinvestmentservices.com>
Subject: Fees being added to account growth in Portfolio Insights 
 
Hello,

I have noticed that the charged fees when using F-series funds, show as if they are being added to client accounts, similar to re-invested distributions. I have shown a few instances below for different clients. Can you please advise - because it should be reinvested distributions less fees, they should not be getting added together.

 

 

Thanks,

Meghan Moore
Investment Support Associate
408-355 Burrard St., Vancouver, BC
meghan@vitalitywealth.ca | Phone: 604-200-3126

 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.


Good afternoon Meghan,

Thank you for reaching out to Wealth Reporting Support team.

On Investment Centre, the “No Impact to Net Invested” category represents the total of categories which do not adjust the Net Invested figure. These include transactions like as administrative fees and reinvested distributions.
•	Fees include any fee that may be paid by the investor. Fees can originate from the management company (i.e. management fees/rebates) or from the dealer (i.e. trustee fees).
•	Reinvested Distributions that are reinvested into the portfolio have no impact to the Net Invested figure.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Meghan Moore <meghan@vitalitywealth.ca> 
Sent: November 5, 2025 12:49 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: General Inquiries for Quadrus <Contact@quadrusinvestmentservices.com>
Subject: [EXT] Fees being added to account growth in Portfolio Insights

Hello, I have noticed that the charged fees when using F-series funds, show as if they are being added to client accounts, similar to re-invested distributions. I have shown a few instances below for different clients. Can you please advise
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I have noticed that the charged fees when using F-series funds, show as if they are being added to client accounts, similar to re-invested distributions. I have shown a few instances below for different clients. Can you please advise - because it should be reinvested distributions less fees, they should not be getting added together.

 

 

Thanks,

Meghan Moore
Investment Support Associate
408-355 Burrard St., Vancouver, BC
meghan@vitalitywealth.ca | Phone: 604-200-3126

 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",True,2025-11-11T21:01:23.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T21:01:23.000+0000,005OH0000071DK9YAM,2025-12-04T21:33:30.000+0000,005OH0000071DK9YAM,2025-12-13T02:02:33.000+0000,(604)200-2720,,meghan@vitalitywealth.ca,(604)757-3272,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVMr9YAG,False,,23688884,0030A0000029lyuQAA,0010A000002w912QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"INC1850159 for info

Nov. 12th 2025 - INC reassigned to me (Georgia King) to accommodate user's quick connect scheduling availability.
Confirmed User completed registration (email updated in Salesforce profile) but user is still displaying as Inactive in SF (screenshots attached), validated that email address on the Siebel Contact matches the one listed in Anthony’s Salesforce profile. Asked user to confirm name of current firm (expecting Trustone Fin Inc (Mississauga)). 

Sent email to AN Digital Support to confirm if offboarding request was ever processed for Anthony (included in email chain below). 

Resources Referenced: KB0020952, Senior DDS Users (Coaching Call)

*** EMAIL CHAIN***

Hi Anthony, 

May you please confirm the name of your current firm? 

Thank you! 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 12, 2025 10:59 AM
To: Anthony Felizardo <coveredforlife@gmail.com>
Subject: RE: [EXT] Re: Workspace login - INC1850159/23688884

Hi Anthony,

No worries at all – it may be best to postpone the call for the time being.  

During our investigation we have found a potential cause so are currently escalating this issue to another team. Once we hear back, we will reach out to you here directly with an update. 

Thank you for your continued patience as we work to resolve this issue for you as soon as possible! 

In the meantime, if you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

***
From: Anthony Felizardo <coveredforlife@gmail.com> 
Sent: November 12, 2025 10:19 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Re: Workspace login - INC1850159/23688884

Hello
Please adjust the schedule between 1-2pm but I wont be able to access the computer at this time.
Regards 
Sent from my iPhone

***
Hi Anthony,
 
This is Georgia from Workspace Support!
 
Thank you for reaching out - we understand you’ve requested a call between 12pm-1pm EST today to navigate your Workspace access issues! 
 
Unfortunately, Martin is unavailable during this window but please confirm if you’d like to proceed with scheduling the call and I will be happy to schedule a quick connect with you in the next hour. 
  
Or alternatively, please don’t hesitate to reach out to us and we will be happy to assist – with this issue or any other questions! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

***
From: Anthony Felizardo <coveredforlife@gmail.com> 
Sent: November 11, 2025 6:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace login - INC1850159/23688884
 
Hello I will be available from 12-1pm tomorrow November 12. My call back number is 647-836-4492. Regards Anthony Felizardo Sent from my iPhone On Nov 11, 2025, at 3: 39 PM, CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: 
Hello
I will be available from 12-1pm tomorrow November 12.  My call back number is 647-836-4492.
Regards 
Anthony Felizardo 

***

Good afternoon Anthony,

We were unfortunately unable to get in contact with you concerning your access to your Workspace account.

Could you please reply to this email with your preferred phone number and 3 available times to call you back between 10:30am and 4:30pm this week?

Thank you, I will set up a call once I receive your answer.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2026-01-29T15:33:35.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-11T20:35:02.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:33:35.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:33:35.000+0000,(647)836-4492,(647) 836-4492,coveredforlife@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVOT7YAO,False,,23689103,0030A000008VYrFQAW,0010A000009PopHQAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,Insurance & Wealth Report,True,2025-11-11T20:40:42.000+0000,False,False,005OH0000088z1hYAA,2025-11-11T20:40:42.000+0000,005OH0000088z1hYAA,2025-11-11T20:40:42.000+0000,005OH0000088z1hYAA,2025-11-11T20:40:42.000+0000,(306)536-7139,,ckessel@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVXUjYAO,False,,23689000,003G0000018f6peIAA,0010A000002wOrNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T20:38:18.000+0000,False,False,005G0000002gxxjIAA,2025-11-11T20:38:18.000+0000,005G0000002gxxjIAA,2025-11-11T20:38:18.000+0000,005G0000002gxxjIAA,2025-11-11T20:38:18.000+0000,(450)492-5688,(514) 833-6874,mike@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVhVlYAK,False,,23690051,003G0000018f75YIAQ,0010A000002wP8sQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM data download,Medium,"User needed help downloading CRM data. Went through it with him.
============
Bonjour Jean-Guy,

C’était un plaisir de vous avoir eu au téléphone aujourd’hui pour vous aider à télécharger vos données GRC.

Durant notre appel, nous sommes allés dans la page de téléchargement et avons téléchargé vos données GRC. Je vous ai aidé à installer un logiciel de décompression. AU final les données décompressées ont été sauvegardées dans votre Bureau OneDrive dans le dossier « CRMData ». Ce seront ces fichiers qui seront importés dans votre nouveau site GRC.

Si vous voulez télécharger ces données à nouveau, vous pouvez cliquer sur vos initiales en haut à droite, puis « Mes Paramètres » et enfin « Télécharger les données de GRC » pour accéder à la page de téléchargement sur Espace Affaires.

 

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T21:41:40.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-11T21:07:02.000+0000,005OH00000AbJ7aYAF,2025-11-11T21:41:40.000+0000,005OH00000AbJ7aYAF,2025-11-11T21:41:40.000+0000,(438)796-8689,(514) 473-8876,jean-guy.fortin@sffainc24.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVn03YAC,False,,23691532,0030A00000C1auAQAR,0015o000003t7CCAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application issue How To,Medium,"*11/11*
----------------
Yasmin Aden

yaden@ifcg.com

David Wills
96371
NBInquiry.Team5@canadalife.com
60917786-1
received an email, your applications unsubmmited siganture will be removed 
if you continue signatures will be removed, fill out the agreements again. 

advised to reach out to NB coordinator since this seems like it could be process related and not a technical issue 

*email*
----------------
Good afternoon Yasmin, 

Thank you for contacting the Workspace Support Team with your application inquiry. 

The advisor was filling out an application, they sent the signature to the client and then received the signature email themselves, during the process of completing their signature they received the message, your applications unsubmitted signature will be removed, if you continue the signatures will be removed and you will have to fill out the agreements sections again. Since this does not seem like an error and it’s more an process issues, we thought it would be best to sent you to your New Business Coordinator NBInquiry.Team5@canadalife.com. They will be able to tell you if this is expected behaviour or an error. If this does turn out to be an error or you had other questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T23:27:01.000+0000,False,False,005OH000008919xYAA,2025-11-11T22:07:45.000+0000,005OH000008919xYAA,2025-11-11T23:27:01.000+0000,005OH000008919xYAA,2025-11-11T23:27:01.000+0000,(416) 588-2808,(416) 597-5768,dave@networthbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVq4OYAS,False,,23691360,003G0000018f7IyIAI,0010A000002wPOEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client Product and Plan List with PAC/AWD,Medium,"**EMAIL**

Hi Kevin,

On Investment Centre, the Client Product and Plan List with PAC/AWD report can display the following information regarding PAC/AWD along with units, market values, set up method. Please view reference below.

Step 1. Select Reports
Step 2. Select Marketing
Step 3. Select Client Product and Plan List with PAC/AWD
Step 4. Generate report

 


Please let me know if you have any questions.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kevin Headrick <kevin@hfgcanada.ca> 
Sent: November 7, 2025 11:51 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: PAC AWD Summary Report Request /Case23610961

Hi Carmen,

Is there a report that will show the current AWD’s running that will show the amount of the AWD as well as the current market value and client name?  I am trying to get a report to see which clients AWD’s might be running out soon.

Thanks,


PLEASE NOTE MY EMAIL ADDRESS HAS RECENTLY CHANGED TO kevin@hfgcanada.ca

Kevin Headrick, CFP
Certified Financial Planner 
Hohmann Financial Group
Please note our new office address effective 1 Feb 2025: 
Suite 500 – 1122 4th Street SW 
Calgary, AB T2R-1M1 
Office: (403) 244-7999 ext.3
Direct: (403) 617-6717
kevin@hfgcanada.ca
www.hohmannfinancialgroup.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.

From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: Friday, November 7, 2025 9:40 AM
To: Kevin Headrick <kevin@hfgcanada.ca>
Subject: PAC AWD Summary Report Request /Case23610961

Good morning Kevin,

Please find the attached file of the requested 28819, 35966, 20258, 20259 PAC AWD Summary Report. A separate Password Email will follow to access this password-protected Excel file.

Please note there were no results for 28819 and 20258.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T21:56:46.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T21:56:46.000+0000,005OH0000071DK9YAM,2025-11-11T21:56:46.000+0000,005OH0000071DK9YAM,2025-12-13T02:02:20.000+0000,(403)244-7999X3,(403) 617-6717,kevin@hfgcanada.ca,(403)244-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVqYzYAK,False,,23690477,003OH000001vLGvYAM,001OH000002MPI2YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-11T21:21:30.000+0000,False,False,0055o000002DK5fAAG,2025-11-11T21:21:30.000+0000,0055o000002DK5fAAG,2025-11-11T21:21:30.000+0000,0055o000002DK5fAAG,2025-11-11T21:21:30.000+0000,(905)276-9456X4444,,james.a.keith@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fVueFYAS,False,,23691208,003OH00000KxLMwYAN,0015o000008CyusAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"**EMAIL**

Hi Owen,

As mentioned in my previous email, please see below for your password-protected Excel file:
GS5Z5M4KM7

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Owen,

Our team received your request via Call Centre for F5789, W5206 Insurance Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Please handle accordingly.  No response to Contact Centre is required.

Advisor name:  ANDREW CHAMBERLAIN
Advisor code(s) F5789  &  W5206 
First and last name of caller: Owen Mcinnis 
Relationship to advisor:  Advisor Assistant 
Advisor's language of preference: English
Caller's email:  owen.mcinnis@chamberlainwealth.com

***********************************************************************************************
Notes:

Please provide the client listing for the advisor codes above.

Assistant requested that listing must show the coverage amount and issue date for the policies as well.

Thanks,



Sahibjit Singh
Senior Client Service Representative, Insurance & Wealth Solutions
Client Service Centre, Canada Operations, T-376
Canada Life

This email is being sent from a general delivery mailbox. Replies are not monitored. To reach our Client Service Centre, please call 1-888-252-1847. 

Looking for quick access to info about your investments, savings and insurance products? 
Register for My Canada LifeTM today to find everything in one convenient place!



 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-11T21:49:37.000+0000,False,False,005OH0000071DK9YAM,2025-11-11T21:49:37.000+0000,005OH0000071DK9YAM,2025-11-11T21:49:37.000+0000,005OH0000071DK9YAM,2025-11-11T21:49:37.000+0000,,,owen.mcinnis@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fW3UeYAK,False,,23691804,003G000001D2AQ5IAN,0010A000002wQ1CQAU,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS,Medium,"**WRS Email Thread** Nov 11 2025
Good Day Catherine, 

I understand you would like to have a Client List for the codes you provided. Kindly note that our team was not able to validate your Third-Party Access those codes. Our team would require Canada Life Compensation Codes of the advisor for validation.
Kindly send us a valid Canada Life Comp code to ensure your access to the user. 

In the case that you do not have delegation to the codes, the advisor should fill up a Third-Party Access (TPA) form for us to ensure you have access to their information.

Kindly have the advisor reach out to Distribution_Methodology@canadalife.com to make a third-party access request.

Also note that the advisor 
Another alternative is that I can send the advisor their own report. We can validate their access and send them the report directly.

I thank you for your understanding. If you have any questions, do not hesitate to call us.

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T22:25:17.000+0000,False,False,005OH000002iN7rYAE,2025-11-11T22:25:17.000+0000,005OH000002iN7rYAE,2025-11-11T22:25:17.000+0000,005OH000002iN7rYAE,2025-11-11T22:25:17.000+0000,(613) 829-8855 x 205,,catherine.mcdermott@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fWFfRYAW,False,,23692120,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DFSA - process question,Medium,"*11/11*
----------------

Matthew Dejong

i have not really used this system much, using the seg fund digital application fund. 
got to the point to where i can review and sign, i printed out, printed it and had it sign, uploaded the applicable documents, what do i do next.
application has been signed in paper but there is no option that obviously moves it to the next step all the paper documents have been uploaded to the application but it's says it's ready to sign still
advised to reach out to the RSA for assistance. 


*email*
----------------
Good afternoon Matthew, 

Thank you for contacting the Workspace Support Team with your DFSA inquiry. 

You completed a DSFA application but had the client sign everything in paper, you have uploaded the documents to the application on Workspace and wanted to know what was needed to move the app to the next step in the process. The Workspace Support Team has very limited how-to information for the application process, we are more for technical support within Workspace itself, we thought it would be better to direct your question towards your RSA; the RSA should be available from this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-wealth-wholesaling-support-contact-sheet.pdf have any other questions or concerns, please reply to this email or call us back.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-11T23:22:42.000+0000,False,False,005OH000008919xYAA,2025-11-11T22:50:20.000+0000,005OH000008919xYAA,2025-11-11T23:22:42.000+0000,005OH000008919xYAA,2025-11-11T23:22:42.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,142.0
500OH00000fXaTKYA0,False,,23694199,0030A0000029W75QAE,0010A000002vvx4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace NA registration,Medium,"***DDS*** 11/12/25
Name: MARIO CHAPUT

Called Mario back.

Hello Mario

Thank you for contacting Workspace Support today regarding NA registration, I’d like to re-cap our call today.

We updated the email address on your old IG account.
You were then able to register for the NA account.
You were successfully log out and back in to Workspace.
We have also confirmed that it will take 2-4 business days for all your client data to populate.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chaput, Mario <mchaput@assante.com> 
Sent: November 12, 2025 12:20 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 23694199 - RE: Register for access to Canada Life Workspace 

705-493-2200 Thanks, Mario Chaput - CFP Assante Wealth Management From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Wednesday, November 12, 2025 12: 05 PM To: Chaput, Mario <mchaput@ assante. com> Subject: 23694199
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
705-493-2200

Thanks,

Mario Chaput - CFP
Assante Wealth Management




***DDS*** 11/12/25
Name: MARIO CHAPUT

Called Mario as per requests on email.

Tried calling the number we have on file as Mario did not leave a callback number on his last response asking us to give him a call.
Sent Mario a reply email asking for a good callback number.


***DDS*** 11/12/25
Name: MARIO CHAPUT

Hi Vinh,

I'm available today between 12pm and 3pm. 

Thank you,

Mario Chaput - CFP
Assante Wealth Management




***DDS*** 11/12/25
Name: MARIO CHAPUT

Email:Hello Mario

Thank you for contacting the Workspace support group I would be happy to assist you regarding Workspace NA registration  

Please provide a good callback number and perferred callback time to connect.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 11, 2025 3:13 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Marin, Russell <Russell.Marin@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; Chaput, Mario <mchaput@assante.com>
Subject: RE: Register for access to Canada Life Workspace 

@CL Workspace Support

Mario Chaput has 2 profiles

1.	One profile is their advisor profile (1-78Q48V) with Investors Group. This code is inactive. This profile also has delegate access to Jean Chaput (D8011).  We removed TPA flag from Jean’s code.

2.	The other profile (1-1F23JOT) which we created on October 21, 2025, because the advisor profile, their advisor code is inactive, has delegate access to Jean Chaput (D8011). Mario re-registered and created user ID MCHAPUT on November 7, 2025. When he tried to register for Workspace, he receives an error (see attachment) that the email address is already in use. 

Are you able to assist?

Thank you.


Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Chaput, Mario <mchaput@assante.com> 
Sent: November 11, 2025 2:40 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Marin, Russell <Russell.Marin@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace 

Hi Tina, I just tried calling you. I registered for a new user ID on Friday, and today I'm trying to register for Workspace and it says my email address is already in use. . . Advisor Workspace was available after I started with Assante so I know
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Tina,

I just tried calling you. I registered for a new user ID on Friday, and today I'm trying to register for Workspace and it says my email address is already in use... Advisor Workspace was available after I started with Assante so I know I already registered for Advisor workspace with my Assante email, which is why I was confused and now I'm getting frustrated with this.

See attached screenshot.

What's the next step to resolve this? I'm now over a week without access.

Thanks,

Mario Chaput - CFP
Assante Wealth Management
________________________________________
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Sent: Tuesday, November 11, 2025 1:00 PM
To: Chaput, Mario <mchaput@assante.com>
Cc: Marin, Russell <Russell.Marin@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace 
 
External email – exercise caution opening links/attachments. 
Hi Mario.
 
The Workspace account you currently have was created when you were with Investors Group. However, your advisor code is now inactive, which is why you’re unable to view anything on Workspace. To regain access, you’ll need to re-register and create a new user ID using the information provided in the first email below. This new account will serve as your delegate access to Jean Chaput’s advisor code. Once you’ve registered your new user ID, please allow two business days before proceeding to register for Workspace.
 
Thank you.
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Marin, Russell <Russell.Marin@canadalife.com> 
Sent: November 6, 2025 9:21 AM
To: Chaput, Mario <mchaput@assante.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace 
 
Good morning all,
 
I will let Tina add any of her thoughts as well, but I believe this is now about setting up your own specific account instead of working through Jean’s account.
 
I’m thinking with the recent changes, it is required for you to have your own specific account that will be aligned with Jean’s, but its your own specific account.
 
Please feel free to correct me if I’m wrong Tina, just hoping we can get this cleared up for Mario.
 
Thanks,
 
Russell Marin
Regional Sales Manager, Insurance
Canada Life, Ontario (excluding GTA)
Phone: 705-561-4120
 
Act now to help clients save
 
Upcoming Vacation: Nov. 10th to 14th
 
Bradley Manning
Regional Sales Representative, Insurance
Bradley.Manning@canadalife.com
Phone: (416) 552-5500
 
Maria Davis
Regional Sales Associate
Maria.Davis@canadalife.com
Phone: (905) 521-2822
 
  
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
If you no longer want to receive these messages, click the word unsubscribe to email a request to me.
 
 
From: Chaput, Mario <mchaput@assante.com> 
Sent: November 6, 2025 9:15 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Marin, Russell <Russell.Marin@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace 
 
Good morning Tina, I'm confused as prior to this new delegate access change, I was accessing everything on advisor workspace and completing applications with clients under Jean's Assante Code D8011. However, I will take your advice and re-register. 
Good morning Tina,
 
I'm confused as prior to this new delegate access change, I was accessing everything on advisor workspace and completing applications with clients under Jean's Assante Code D8011.
 
However, I will take your advice and re-register. I hope this works.
 
Thanks,
 
Mario Chaput - CFP
Assante Wealth Management
________________________________________
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Sent: Wednesday, November 5, 2025 1:46 PM
To: Chaput, Mario <mchaput@assante.com>
Cc: Marin, Russell <Russell.Marin@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace 
 
External email – exercise caution opening links/attachments. 
Hi Mario.
 
The Workspace account you currently have is your access when you were with Investors Group but your advisor code is inactive and therefore that is why you cannot view anything on Workspace.
 
You will have to re-register and create a new user ID with the information that was sent to you in the first email below. This will be your delegate access to Jean Chaput’s advisor code. Once you register your user ID, you will have to wait 2 business days and then register for Workspace.
 
Thank you. 
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Chaput, Mario <mchaput@assante.com> 
Sent: November 5, 2025 1:18 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Marin, Russell <Russell.Marin@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace 
 
Hi Tina, I still can't access anything on our workspace website. Unfortunately, I will need to use a different insurance company until this is resolved. Thanks, Mario Chaput - CFP Assante Wealth Management From: Chaput, Mario <mchaput@ assante. com>
Hi Tina,
 
I still can't access anything on our workspace website. Unfortunately, I will need to use a different insurance company until this is resolved.
 
Thanks,
 
Mario Chaput - CFP
Assante Wealth Management
 
 
________________________________________
From: Chaput, Mario <mchaput@assante.com>
Sent: Monday, November 3, 2025 11:22 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: Re: Register for access to Canada Life Workspace 
 
Hi Tina,
 
I already have a workspace account and now I can't access anything on Workspace.
 
I don't know what changed with delegate access, but I was having an issue accessing part of the website and now I can't access anything. 
 
I was previously completing application etc. with no issues until this new delegate access notice or change came out.
 
I need this resolved as soon as possible please.
 
Thank you,
Mario
 
 
________________________________________
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Sent: Friday, October 31, 2025 9:00 AM
To: Chaput, Mario <mchaput@assante.com>
Subject: Register for access to Canada Life Workspace
 
External email – exercise caution opening links/attachments.
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•       This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID).
•	Please wait 2 business days after receiving your User ID to register for Workspace.
 
Your registration information
Name:	Mario Chaput
Advisor code*:	To be obtained from your aligned advisor.
Activation code:	1-1F23JOT
* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID)
•       Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace
•       Click here to register.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Thank you,
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589",True,2025-11-12T14:52:48.000+0000,False,False,005OH00000BGeeHYAT,2025-11-12T13:13:24.000+0000,005OH00000BGeeHYAT,2025-11-12T17:53:54.000+0000,005OH00000BGeeHYAT,2025-11-12T17:53:54.000+0000,(705)674-4551,,mario.chaput@ig.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fXeByYAK,False,,23694309,0030A0000029pO5QAI,0010A000002wBr1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-RESET MFA,Medium,"***DDS**11/12/2025
user call to connect mfa authenticator with salesforce app, need to authyenticate user.
address incorrect postal code.
refer user to reach to mga leader ship.
EMAIL=================
Hello William ,
Thank you for reaching out to Workspace Support, It was a pleasure talking with you today.
For your Authenticator to be reset we need to authenticate you, and as we discuss on the phone youe postal code appear to be incorrect in our system.
Please reach out to your MGA leadership to have this corrected.
You can email me back 2 available slots of your time after the correction made so we can schedule a time to reset the authenticator.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T13:47:53.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-12T13:19:18.000+0000,005OH00000AZ3ZxYAL,2025-11-12T13:47:53.000+0000,005OH00000AZ3ZxYAL,2025-11-12T13:47:53.000+0000,(905)470-8222,(416) 917-3176,wtang35@hotmail.com,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fXfBJYA0,False,,23695713,0030A0000029oL7QAI,0010A000002wB0EQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"*****DDS*** 11/12/2025
User needed help with SP application signature not registering

***email chain****

Hello Yasmine,

       Thank you for contacting canadalife workspace support. It was a pleasure assisting you today. As discussed with the application, if it was successfully submitted, it should be listed on the New Business dashboard. To make updates or verify if an application was received successfully, you can reach out to your new business coordinator at : NBInquiry.Team5@canadalife.com or Nancy Savignano at 1-647-265-1374. Please if you do have any further questions or concerns, do not hesitate to reach out. Have a good day!

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T14:50:49.000+0000,False,False,005OH00000BFQFHYA5,2025-11-12T14:10:40.000+0000,005OH00000BFQFHYA5,2025-11-12T14:50:50.000+0000,005OH00000BFQFHYA5,2025-11-12T14:50:50.000+0000,(416)588-2808,6472590777,dwills@ifcg.com,(416)588-3634,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fXke0YAC,False,,23695134,003OH00000M999EYAR,001OH00000QutpcYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,registration,Medium,"user request to confirm with channel to register her account.

EMAIL====================
Bonjour Julie,

J’espère que vous allez bien, je m’excuse pour la réponse tardive.

Veuillez utiliser l’AGD/AGA pour vous inscrire.


Si vous avez besoin d'un soutien supplémentaire pour vous inscrire, n'hésitez pas à me contacter en retour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: JULIE LABARRE <JULIE.LABARRE@PRIMERICA.COM> 
Sent: October 15, 2025 2:18 PM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Subject: [EXT] m'inscrire ... besoin d'aide svp - INC1813549

Bonjour, Je suis en train de m'inscrire. Quelle association dois-je mettre (Primerica)? Julie LaBarre Conseillère en sécurité financière Représentante en épargne collective Bureau (819) 563-1103 Résidence (819) 565-5735 --- Vous recevez ce message
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
Je suis en train de m'inscrire.
Quelle association dois-je mettre (Primerica)?
 

Julie LaBarre
Conseillère en sécurité financière
Représentante en épargne collective
Bureau (819) 563-1103
Résidence (819) 565-5735
--- 
Vous recevez ce message de la part de [Julie LaBarre] au nom de La Compagnie
d'Assurance-Vie Primerica du Canada et (ou) de Les Placements PFSL du Canada Ltée
(collectivement désignées « Primerica »), succursale située à [582 du Conseil suite 4, Sherbrooke, Qc, J1G 1K3]. Vous pouvez me joindre au [(819) 563-1103].
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-11-12T13:52:26.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-12T13:52:26.000+0000,005OH00000AZ3ZxYAL,2025-11-12T13:52:27.000+0000,005OH00000AZ3ZxYAL,2025-11-12T13:52:27.000+0000,(819)565-5735,,julie.labarre@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fXlobYAC,False,,23695567,0030A0000029goDQAQ,0010A000002w4lyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1293,Medium,"Name:Ping Chi William Tang
Advisor or support staff: Advisor 
Advisor Code: 33079
Advisor Name: Ping Chi William Tang
Phone: 336-257-1011
Email: wpctang@hotmail.com	
1. Siebel verification: partial complete-with the exception Postal code L3R 9V9, he provided L3R 9V1
2. Last Login to Workspace: SF SHOWS 7/20/2025 10:45 AM......SAYS HE HASN'T LOGGED IN FOR SOMETIME.
Issue: Received an email from Natasha....Case#23694309 but says he never called us/he 
  
with the exception Postal code L3R 9V9, he provided L3R 9V1, advised him to check with MGA

FINDINGS: 
SF SHOWS 7/20/2025 10:45 AM......SAYS HE HASN'T LOGGED IN FOR SOMETIME. 
DID A LOG ME IN SESSION: had him try to sign into Workspace now...he's using SF Auth has 2 accts another for something else he wasn't sure what....he had navigation issues using the wrong code/and tried the code from SF too many times, now error shows Error: You've exceeded the allowed number of attempts.---NOW RECEIVING ERR-W1293....KB KB0022764

Called from 336-257-1011 as seen on CCP Phone but he says he’s calling from (647) 235-2381 the # on Siebel and we can call him back there. 

He noted there is another William Tang in the office/Natasha's email is addressed to William, Ping thinks that who called. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001neJaAAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HEbiAAG%26cntc%3D0035o000004HEbiAAG%26id%3D0055o000001neJaAAI

ADVISED QUESTION CORNER OF THIS POTENTICAL FRAUD, MATTHEW NOTED TO FOLLOW KB0020309 --followed kb/sent email. 

--------------------------------------***DDS  11/17/2025***--------------------------
EMAIL RECEIVED FROM ADVISOR. SENT UPDATE TO DDS LEADERS ADVISING
--------------------------------------***DDS  11/17/2025***--------------------------
Hello Matthew, just wanted to send you a quick update. The advisor emailed in to inquire on the status of his Workspace Access as he needs to be able to service clients. 

I checked SF and see its still under investigation. I’ve updated the advisor that we’re still working on this and he will be contacted once sorted. 

Regards, 
    
Anita Mano
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/17/2025***--------------------------
SENT UPDATE TO ADVISOR
--------------------------------------***DDS  11/17/2025***--------------------------
Hello William, 

This was escalated and being investigated still.  You will be contacted once sorted. Thanks for your patience.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/17/2025***--------------------------
EMAIL RECEIVED FROM ADVISOR
--------------------------------------***DDS  11/17/2025***--------------------------
Hello Anita,

How's your process...when I am able to log into my Canada Life account to help my Canada Life clients for their requests.

Regards,

William Tang



--------------------------------------***DDS  11/14/2025***--------------------------
RESOLUTION: UPDATE RECEIVED FROM MATTHEW LECLAIR--CLOSING THIS CASE AS PER THE EMAIL.

--------------------------------------***DDS  11/14/2025***--------------------------
Good morning, 

This is with Advisor Compliance under an active investigation right now. Once they give us permission to unfreeze the advisor’s accounts we’ll pass it along or have someone reach out to the advisor. 

The case in Salesforce can be closed as we have an active incident. 

Matthew Leclair (He / Him) 
Business Systems Specialist
Digital Enablement – Advisory Network
255 Dufferin Avenue
London, ON

matthew.leclair@canadalife.com
(519) 435-4778


--------------------------------------***DDS  11/14/2025***--------------------------
CHECKED SF PROFILE AND SHOWS ITS UNDER INVESTIGATION STILL.
SENT FOLLOW UP TO DDS LEADERS

--------------------------------------***DDS  11/12/2025***--------------------------
SENT FOLLOW UP/ADVISED WE'RE STILL LOOKING INTO THE ERROR
--------------------------------------***DDS  11/12/2025***--------------------------
Thanks for the update. I’ll make a note of this on the ticket while we investigate the error you’re receiving when signing into Workspace. 

Once we have an update, we will let you know, thanks for your patience.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/12/2025***--------------------------
UPDATE RECEIVED FROM ADVISOR REGARDING THE POSTAL CODE. I ALSO CHECKED CANADA POST AND THE POSTAL CODE THE ADVISOR PROVIDED IS CORRECT L3R 9V1. 
SIEBLE HAS THE INCORRECT LAST DIGIT L3R 9V9 
--------------------------------------***DDS  11/12/2025***--------------------------
Hello Anita,

I called my agency owner and manager Margart Cheng 416-587-3338. 

She told me the office address 80 Acadia Ave., Suite #205, Markham, Ontario, L3R 9V1. Never changed. Postal code was set up by the city of Markham.

Did somebody changed? Not me and my agency.

My agency and I has no power to change the Postal code.

Regards,

Ping Chi William Tang
________________________________________

--------------------------------------***DDS  11/12/2025***--------------------------

SENT EMAIL TO LEADERS AS PER KB

--------------------------------------***DDS  11/12/2025***--------------------------

o	Name:Ping Chi William Tang
o	Advisor or support staff: Advisor 
o	Advisor Code: 33079
URLs for all Workspace Licenses: https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001neJaAAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HEbiAAG%26cntc%3D0035o000004HEbiAAG%26id%3D0055o000001neJaAAI

o	Case # 23695567
o	CIAM User?: Yes or No

SF SHOWS 7/20/2025 10:45 AM......SAYS HE HASN'T LOGGED IN FOR SOME TIME. 

DID A LOG ME IN SESSION: had him try to sign into Workspace now...he's using SF Auth....he had navigation issues using the wrong code/and tried the code from SF too many times, now error shows Error: You've exceeded the allowed number of attempts. Then received ERR-W1293.

Called from 336-257-1011 as seen on CCP Phone but he says he’s calling from (647) 235-2381 the # on Siebel and we can call him back there. 

He noted there is another William Tang in the office/Natasha's email is addressed to William, thinks that who called. 


--------------------------------------***DDS  11/12/2025***--------------------------
SENT FOLLOW UP EMAIL TO ADVISOR 
--------------------------------------***DDS  11/12/2025***--------------------------
Hello Ping Chi William,

Thank you for contacting Workspace Support today regarding the email you received from my colleague Natasha today referencing Case#23694309.

As discussed, you did not make a call into us today to make any changes to your account.

During our call, I had you sign into your Workspace account to ensure you could access, you were unable to enter the code from your Salesforce authenticator in time and received Error: You've exceeded the allowed number of attempts.

You then received ERR-W1293.
As discussed, your postal code appears to be incorrect in our system. Please reach out to your MGA leadership to have this corrected.
I’ve reported this other call at our end and thanks for calling into us to advise. I’m also opening this ticket to investigate your issue with the errors noted above and will get back to you once we have an update.


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-14T15:11:21.000+0000,False,False,005OH00000AUS7aYAH,2025-11-12T14:06:33.000+0000,005OH00000AUS7aYAH,2025-11-17T18:03:06.000+0000,005OH00000AUS7aYAH,2025-11-17T18:03:06.000+0000,(905)470-8222,(416) 917-3176,wpctang@hotmail.com,(905)427-8804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fXn7BYAS,False,,23694636,003G0000018f6X5IAI,0010A000002wOUAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,S/H Correction - INC1852541,Medium,"*** DDS 13NOV2025 ***
s/h updated, advised user
*** DDS 12NOV2025 ***

case - 23694636

The successor holder's last name is incorrect in WS for policy 90239937 and HO has confirmed Unitrax and IC are correct. Can you please investigate? Screenshots attached.

Please change S/H last name from THOMPSON to COULAS

Client First name: PHILP
Client Middle name: E
Client Last name: COULAS
Client DOB: 23MAR1959
Policy Number: 90239937
Contract type: CIWSU
Salesforce ID: 02i5o000001SpFrAAK
CIS ID: 1402178332

Thank you!
--------------------------------------------------EMAIL CHAIN:

Hello Mary Ann,

I have heard back from our Digital Hub team, and the Successor Holder information has been updated in Workspace for this policy. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Mary Ann,

Thank you for contacting Workspace Support regarding the successor holder name correction issue below. I have submitted a ticket to our Digital Hub team for investigation, and I will follow up with you as soon as I hear back with a response.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Glogovic, Mary Ann <MaryAnn.Glogovic@canadalife.com> 
Sent: November 11, 2025 11:45 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: McCharles, June <june@llpg.ca>
Subject: Policy 90239937 - INC1852541/C23694636

Hello,
We have received an email regarding the successor holder on TFSA 90239937. Unitrax and Investment Centre are correct, but the change did not flow over to Work Space, if this can be handled.
Thanks so much! 
The Successor Holder should be:

 

By replying to this request, any personal information provided will be used to provide you with products and service. To learn more about our personal information policies and practices, please visit CanadaLife.com/privacy

Sincerely, 
Mary Ann Glogovic
Senior Customer Service Specialist
Canada Life Savings 
Canada Life T-424 (5B)
Phone: 226-316-1989
Fax: 1-866-275-8080
PLEASE SEND ALL WORK TO   advisordirectscan@canadalife.com
Upcoming Absences: Due to the current COVID-19 situation,  I am working remotely, and can be contacted via email.


 
Welcome to the new Canada Life
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
 
Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T15:27:03.000+0000,False,False,005OH000006wv2TYAQ,2025-11-12T13:34:04.000+0000,005OH000006wv2TYAQ,2025-11-13T15:27:03.000+0000,005OH000006wv2TYAQ,2025-11-13T15:27:03.000+0000,(705)707-5574X206,(705) 303-7716,nancy@llpg.ca,(705)707-1018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fXpk6YAC,False,,23695193,003G0000018f7C4IAI,0010A000002wPG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace issue - ERR-W1973,Medium,"Name: Jennifer Calcutt
Advisor or support staff: Advisor support
Advisor Code: 
Advisor Name: Gus de la Fuente
Phone:	
Email: jennifer.calcutt@advicecanada.com	
1. Siebel verification:
2. Last Login to Workspace:
Issue:  ERR-W1973 Gus is trying to link his MGA Workspace on the ADVICE CANADA platform and now is locked out.  

Findings: ERR-W1973 is KB0022470. this KB then gives the resolution to KB0017399 
FROM SCREESHOT PROVIDED, HE'S USING gus@gdlfwealth.com with MGA to sign in
they emailed to workspace but its mga, changed to CL mailbox

checked SF-2 profiles found.

MGA - locked
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001pdcyAAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HEKQAA4%26cntc%3D0035o000004HEKQAA4%26id%3D0055o000001pdcyAAA

ADSL - not locked
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001g2rkQAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028xTKQAY%26cntc%3D0030A0000028xTKQAY%26id%3D0050A000001g2rkQAA

--------------------------------------***DDS  11/14/2025***--------------------------
RESOLUTION: 3RD EMAIL SENT. NO RESPONSE/CLOSING CASE
--------------------------------------***DDS  11/14/2025***--------------------------
Hello Gus,

As we have not received a response from you, we’re going to close this case. 

Should you still require assistance, please reach out to us at your convenience at the number below and anyone on our team would be happy to help, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   


--------------------------------------***DDS  11/13/2025***--------------------------
SENT 2ND FOLLOW UP/WILL SEND ANOTHER FRIDAY AND CLOSE IF NO RESPONSE IS RECEIVED
--------------------------------------***DDS  11/13/2025***--------------------------
Hello Gus, 

Following up on the email below. 

If you’re still having issues, please get back to us with the requested information to better assist you, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/12/2025***--------------------------
SENT FOLLOW UP REQUESTING MORE INFO/SCHEDULING
--------------------------------------***DDS  11/12/2025***--------------------------
Hello Jennifer/Gus,

Thank you for contacting Workspace Support.

The error ERR-W1973 indicates Incorrect combination of email, password, and association

If this is the correct email address, we will lock your account after too many failed sign-in attempts. If your account is locked, we will need to complete a verification over the phone with you Gus.

Kindly provide the following details to help us schedule a callback if needed:
1.	Your advisor codes for your MGA association as the screenshot shows this association
2.	Your time zone
3.	Three preferred dates and times for a callback
4.	We will reach you at the phone number on file, please confirm the number (If unsure, please check Apexa)

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 




--------------------------------------***DDS  11/12/2025***--------------------------
EMAIL RECEIVED FROM JENNIFER FOR ADVISOR Gus de la Fuente in the Workspace mailbox, screenshot shows MGA association. WILL REPLY/CREATE UNDER THE ADSL FOR NOW/WILL NEED TO CHANGE TO CL MAILBOX IS ITS ACTUALLY MGA
--------------------------------------***DDS  11/12/2025***--------------------------

HI there,

Can you please assist with the following linking issue for Gus .  Gus is trying to link his MGA Workspace on the AC platform and now is locked out.  


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577",True,2025-11-14T19:55:43.000+0000,False,False,005OH00000AUS7aYAH,2025-11-12T13:54:42.000+0000,005OH00000AUS7aYAH,2025-11-14T19:55:43.000+0000,005OH00000AUS7aYAH,2025-11-14T19:55:43.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fXqeXYAS,False,,23694862,003OH00000M99U9YAJ,001OH00000Qux9zYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,"Provided guidance to contact DM to obtain Advisor Code and Activation Code

Bonjour Martin,

Merci d'avoir contacté le support d’Espace Affaires. Nous sommes ravis de pouvoir vous aider à obtenir votre code de conseiller ainsi que tout autre renseignement nécessaire pour continuer à vous inscrire au support Workspace.

Pour obtenir votre code de conseiller, veuillez contacter Distribution_Methodology@canadalife.com en leur demandant de vous fournir une copiede la lettre de bienvenue qui inclura votre code de conseiller et votre code d'activation. J'ai joint ici un exemplaire de cette lettre. Il est essentiel que nous ayons ces informations pour pouvoir procéder à l'inscription. Les étapes d'inscription sont également indiquées dans la lettre de bienvenue. Si vous rencontrez des difficultés, n'hésitez pas à nous recontacter, nous pouvons organiser un appel pour vous guider à travers le processus.

Votre avis compte. Faites-nous savoir comment vous avez apprécié le service aujourd'hui en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
     
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: MARTIN LAFOREST <MARTIN.LAFOREST@PRIMERICA.COM> 
Sent: November 11, 2025 3:48 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] 

J'ai besoin d'aide pour me connecter à l'espace de travail. J'ai reçu ceci User ID Password MARTIN-PME5692 Zb3sK-Ko3cQw Mais je n'ai pas le code de conseiller Pouvez-vous m'aider? Merci Je vous souhaite une excellente journée. Martin Laforest
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
J'ai besoin d'aide pour me connecter à l'espace de travail.

J'ai reçu ceci
User ID	Password
MARTIN-PME5692	Zb3sK-Ko3cQw

Mais je n'ai pas le code de conseiller

Pouvez-vous m'aider?

Merci 

Je vous souhaite une excellente journée.

Martin Laforest
Représentant en épargne collective
Conseiller en sécurité financière
martin.laforest@primerica.com
514-942-9735

« Vous recevez ce message de la part de Martin Laforest au nom de la succursale de La Compagnie d'Assurance-Vie Primerica du Canada et (ou) Les Placements PFSL du Canada Ltée (collectivement « Primerica ») située au 3330 Boul des Entreprises, Bureau 201, Terrebonne, Qc, J6X 4J8.

Vous pouvez me joindre au 1-877-217-1766. Si vous désirez vous désinscrire de tous les messages promotionnels de Primerica, veuillez cliquer sur le courriel suivant pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements précis sur les comptes que vous détenez chez Primerica.

Pour obtenir de plus amples renseignements sur Primerica et ses sociétés affiliées, veuillez consulter la page suivante:    http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html   ».
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-11-12T13:41:53.000+0000,False,False,005OH00000BFQFGYA5,2025-11-12T13:41:53.000+0000,005OH00000BFQFGYA5,2025-11-12T13:44:03.000+0000,005OH00000BFQFGYA5,2025-11-12T13:44:04.000+0000,(514)942-9735,,martin.laforest@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fXsLSYA0,False,,23697879,003G0000018f6peIAA,0010A000002wOrNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:01:41.000+0000,False,False,005OH00000245RQYAY,2025-11-12T15:01:41.000+0000,005OH00000245RQYAY,2025-11-12T15:01:41.000+0000,005OH00000245RQYAY,2025-11-12T15:01:41.000+0000,(450)492-5688,(514) 833-6874,mike@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fXuexYAC,False,,23695998,0031600002Olz7zAAB,0010A000002wNmyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-OCHRE with client signature request,Medium,"**DDS**11/12/2025
user receiving error ochre on signature request ,requested for manual signature link

Full Name:BRETT REEDER 
Advisor commission code: F4175
Email:brett.reeder@parkgatefinancial.ca
Phone::647 4066881 

Application number:60915111-0
Error code/colour:ochre
{please attach a screen shot of the full screen with the error}

EMAIL================
Hello,

Advisor’s name & phone number:647 4066881 
Application number -60915111-0
ISAM ID (@clext)-BReeder4@clext
Description of the issue: User sent client signature request for a simple application, client receiving error OCHRE.
Please send a manual link for user to complete application.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
   
=========================
Hello Brett,

Thank you for reaching out to Workspace Support. It  was a pleasure talking with you.

For error code on the signature request, I have requested the second level team for a manual link you should be expecting a contact back from them soon.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-11-12T14:43:53.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-12T14:18:47.000+0000,005OH00000AZ3ZxYAL,2025-11-12T14:43:53.000+0000,005OH00000AZ3ZxYAL,2025-11-12T14:43:53.000+0000,(289)337-4440,(647) 406-6881,brett.reeder@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fXzYGYA0,False,,23697088,0030A0000029Zv2QAE,0010A000002vz9MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T14:44:30.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T14:44:30.000+0000,0050A000000WjqvQAC,2025-11-12T14:44:31.000+0000,0050A000000WjqvQAC,2025-11-12T14:44:31.000+0000,(613)363-1144,(613) 363-1144,nolanquinn@gmail.com,(613)933-5388,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fY0R1YAK,False,,23697348,0030A0000029nfVQAQ,0010A000002wAVLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T14:50:08.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T14:50:08.000+0000,0050A000000WjqvQAC,2025-11-12T14:50:09.000+0000,0050A000000WjqvQAC,2025-11-12T14:50:09.000+0000,(613)746-1450X233,(613) 883-8621,serge.gravelle@manthainsurance.com,(613)746-9836,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fY7tzYAC,False,,23696705,003G0000018f6pNIAQ,0010A000002wOr6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,"**EMAIL**

Hi Steve,

As mentioned in my previous email, please see below for your Excel file password(s):
UQ9BHGMAVH

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Steve,

Please find the attached file of the requested MAS (Wrap) Fee charges summary report via Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi,

Q504 Wrap fee Ad-Hoc report KULYK, S 9917-26659 is available now in the Ad-Hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: November 11, 2025 10:45 AM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID275

Item ID275 has been added Chen, Carmen 11/11/2025 9: 44 AM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
 
    Item ID275 has been added
 	 	 
 
Chen, Carmen
11/11/2025 9:44 AM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q504 Wrap Fee Ad-Hoc Report 

Column Requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-26659  

Column and data filer requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-26659  

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/13/2025 

Requestor Name and Organization :	STEPHEN KULYK, ONYX FINANCIAL GROUP 

MI Specialist:	 

Report Purpose - Business Use :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-26659  

Advisor Name:	STEPHEN KULYK 

Dealer Code:	9917-26659  

Rep Code as it appears in Unitrax:	9917-26659  

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	 


 	
				
				
Modify my alert settings
|	View MI Intake Checklist",True,2025-11-12T14:36:24.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T14:36:24.000+0000,005OH0000071DK9YAM,2025-11-12T14:36:25.000+0000,005OH0000071DK9YAM,2025-11-12T14:36:25.000+0000,(204)367-9572,(204) 781-0991,steve@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fY9VxYAK,False,,23697015,0030A0000029nfVQAQ,0010A000002wAVLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T14:43:08.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T14:43:08.000+0000,0050A000000WjqvQAC,2025-11-12T14:43:08.000+0000,0050A000000WjqvQAC,2025-11-12T14:43:08.000+0000,(613)746-1450X233,(613) 883-8621,serge.gravelle@manthainsurance.com,(613)746-9836,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYAVBYA4,False,,23696127,0030A000008VYrFQAW,0010A000009PopHQAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate Request,Medium,"Duplicate see 23689103

Hello,

Could you please handle.

Thank you,

Aidan Houston (He/Him)
Business Operations Co-ordinator |  Contracts & Compensation
Aidan.Houston@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Contracts & Compensation <Contracts&Compensation@canadalife.com> 
Sent: Friday, October 31, 2025 1:39 PM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: [EXT] Retiring fully soon - Advisor #14187

 
________________________________________
From: Christine Kessel <ckessel@sasktel.net>
Sent: Friday, October 31, 2025 5:38:31 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Subject: [EXT] Retiring fully soon - Advisor #14187
Just wanted to touch base regarding my plans to fully retire. I’m no longer affiliated with TIPI Insurance Partners. dI have spent most of my career in Group Pensions but still have a few individual clients. I retired from my work in GRD at
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Just wanted to touch base regarding my plans to fully retire.  I’m no longer affiliated with TIPI Insurance Partners. dI have spent most of my career in  Group Pensions but still have a few individual clients.  I retired from my work in GRD at Canada Life December 31, 2017 but now plan to let my life licence go soon and reassign my individual clients.  I have an advisor in mind and will be meeting with them next week. 

I’d like to develop a list of all my individual clients and determine if there is any value to sell the book. 

Please advise the steps to follow.  Thanks!

Regards,

Christinen Kessel",True,2025-11-12T14:22:16.000+0000,False,False,005OH0000088z1hYAA,2025-11-12T14:22:16.000+0000,005OH0000088z1hYAA,2025-11-12T14:22:16.000+0000,005OH0000088z1hYAA,2025-11-12T14:22:16.000+0000,(306)536-7139,,ckessel@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYBW6YAO,False,,23696726,0030A00000ApXzDQAV,0010A00000BPEBjQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T14:36:47.000+0000,False,False,005OH00000245RQYAY,2025-11-12T14:36:47.000+0000,005OH00000245RQYAY,2025-11-12T14:36:48.000+0000,005OH00000245RQYAY,2025-11-12T14:36:48.000+0000,(514)334-8701,(514) 531-2134,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYBfnYAG,False,,23697458,003OH0000071mmZYAQ,001OH000008gZEjYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Updated email address, connect and disconnected authenticator. F/u on INC1850532. 
-------------
Hello Ziyue, 

Thank you for contacting Workspace Support. It was a pleasure to have assisted you today in updating your email address and ensuring you have access to your Workspace account. 

Your voice matters. Let us know what you thought of the service today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T15:10:28.000+0000,False,False,005OH00000BFQFGYA5,2025-11-12T14:52:33.000+0000,005OH00000BFQFGYA5,2025-11-12T15:10:28.000+0000,005OH00000BFQFGYA5,2025-11-12T15:10:28.000+0000,(647)838-5855,,zyang.lifewise@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYCdUYAW,False,,23697687,0030A00000An0usQAB,0010A00000BM9DKQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T14:57:23.000+0000,False,False,005G0000002gxxjIAA,2025-11-12T14:57:23.000+0000,005G0000002gxxjIAA,2025-11-12T14:57:24.000+0000,005G0000002gxxjIAA,2025-11-12T14:57:24.000+0000,(514)755-6540,,mariehelene.tr@hotmail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYEKIYA4,False,,23696770,003OH000004QLo5YAG,0010A000002vtm6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Carrie,

Our team has received your request to provide Client Listings report for Advisor code 06262. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Carrie,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
1BTL6W9AFV
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 










Good Afternoon,

Please see the attached request.

Thanks,

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Erik Newman
Sr. Customer Service Specialist
Canadian Operations - Wealth, T424 5B
Canada Life 
255 Dufferin Avenue|London|Ontario|N6A 4K1
Phone: 1-519-435-4257| 1-888-252-1847
Fax: 1-866-275-8080
Erik.Newman@canadalife.com

 
Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-12T14:37:42.000+0000,False,False,005OH0000088z1hYAA,2025-11-12T14:37:42.000+0000,005OH0000088z1hYAA,2025-11-12T14:40:58.000+0000,005OH0000088z1hYAA,2025-11-12T14:40:58.000+0000,,,carrie.lee@qfscanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYJgXYAW,False,,23696850,,0010A000002w5jjQAA,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer is looking to purchase a separate dental plan in addition to their existing public healthcare plan coverage. The agent explains the details of their guaranteed elite plan, which covers routine dental care at 85% up to $2,000 per person and major dental care like implants and dentures at 50% up to $1,000 per person. However, the customer expresses concern that the major dental coverage may not be sufficient for their needs. The agent acknowledges the limitations of the plan and suggests the customer call back if they have any other questions.

PM was ONLY looking for a separate DENTAL plan, did not care for other benefits. Recommended Guaranteed Elite because it covers major dental care and the most dental service. Client did not feel it was suffirent if they needed implants or need to cover more.",True,2025-11-12T14:55:39.000+0000,False,False,005OH000007edoDYAQ,2025-11-12T14:39:19.000+0000,005OH000007edoDYAQ,2025-11-12T14:55:39.000+0000,005OH000007edoDYAQ,2025-11-12T14:55:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYNvUYAW,False,,23697794,0030A0000029VW6QAM,0010A000002vvPIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,SP client link issue,Medium,"Reached out to the advisor to provide a direct link and expected data.

App ID: 60918495-7

===Email Chain===

Good afternoon Mike,

We’re reaching out to you regarding the issue your client is facing with link for the Simple Protect application.

We’ve obtained a direct link for you to provide your client https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=152e65d0-5593-4363-80d2-7f0ba287fcf9. Please note this link expires in 24 hours.

Please have your client copy and paste the link into google chrome or microsoft edge on their device. If they’re using ios the link won’t work on Safari and they must use Google Chrome.

Here is the expected data they must enter:

Name: sassano
Postal Code: L7J2L8
Date of Birth: June 18, 1979

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T16:01:41.000+0000,False,False,0050A000000qsPeQAI,2025-11-12T15:00:08.000+0000,0050A000000qsPeQAI,2025-11-17T16:01:42.000+0000,0050A000000qsPeQAI,2025-11-17T16:01:42.000+0000,(416)315-8569,,torontomutual@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYOjSYAW,False,,23697271,003OH00000B8ljTYAR,001OH00000DQ39JYAT,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,"**EMAIL**

Hi Christine,

As mentioned in my previous email, please see below for your Excel file password(s):
UEUMN5NCNX

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Christine,

Please find the attached file of the requested MAS (Wrap) Fee charges summary report via Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi 

Report Q504 Wrap fee Ad-Hoc report ALLEN, M 9917-34049 is available now in the Ad-Hoc Folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: November 11, 2025 11:25 AM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID278

Item ID278 has been added Chen, Carmen 11/11/2025 10: 24 AM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



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    Item ID278 has been added
 	 	 
 
Chen, Carmen
11/11/2025 10:24 AM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q504 Wrap Fee Ad-Hoc Report 

Column Requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-34049 

Column and data filer requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-34049 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/14/2025 

Requestor Name and Organization :	Christine Willan, GRANDVIEW WEALTH INC  

MI Specialist:	 

Report Purpose - Business Use :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-34049 

Advisor Name:	MICHAEL ALLEN 

Dealer Code:	9917-34049 

Rep Code as it appears in Unitrax:	9917-34049 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	 


 	
				
				
Modify my alert settings
|	View MI Intake Checklist",True,2025-11-12T14:48:29.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T14:48:29.000+0000,005OH0000071DK9YAM,2025-11-12T14:48:30.000+0000,005OH0000071DK9YAM,2025-11-12T14:48:30.000+0000,(289) 273-1724,,christine@gvwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYP9GYAW,False,,23697635,003OH000009gNcXYAU,0015o0000082x4XAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,"**EMAIL**

Hi Sydney,

As mentioned in my previous email, please see below for your Excel file password(s):
3LREU6NGUP

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Sydney,

Please find the attached file of the requested PAC AWD Summary Report on Investment Centre (Nominee). A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi, 

Report Q503 PAC AWD Summary Report BEAUDOIN, B 9917-22968, 18204 is available now in the Ad-Hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: November 11, 2025 10:57 AM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID277

Item ID277 has been added Chen, Carmen 11/11/2025 9: 56 AM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
 
    Item ID277 has been added
 	 	 
 
Chen, Carmen
11/11/2025 9:56 AM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report  

Column Requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-22968 
9917-18204 

Column and data filer requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-22968 
9917-18204 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/13/2025 

Requestor Name and Organization :	Sydney Eriksson, ELEVATE INVESTMENT & INSURANCE GROUP (PELE) 

MI Specialist:	 

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-22968 
9917-18204 


Case23677047 

Advisor Name:	BRENT BEAUDOIN 

Dealer Code:	9917-22968, 9917-18204 

Rep Code as it appears in Unitrax:	9917-22968, 9917-18204 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	 


 	
				
				
Modify my alert settings
|	View MI Intake Checklist



Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Brent Beaudoin
Code: 22968, 18204

Please email it to sydney@elevateiig.ca",True,2025-11-12T14:56:02.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T14:56:02.000+0000,005OH0000071DK9YAM,2025-11-12T14:56:03.000+0000,005OH0000071DK9YAM,2025-11-12T14:56:03.000+0000,(905) 394-1434,,sydney@elevateiig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYQepYAG,False,,23697619,0030A0000029av4QAA,0010A000002vzyVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"User needed to set up the authenticator
===========
Good morning William,

It was a pleasure speaking with you today and helping you setup your Authenticator for your Workspace account.

During our call you reset your password, and I helped you install and connect the Microsoft Authenticator app on your phone. In the end you signed in successfully.

I’m glad I was able to assist you today with this authenticator setup. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-12T15:24:35.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-12T14:55:47.000+0000,005OH00000AbJ7aYAF,2025-11-12T15:31:22.000+0000,005OH00000AbJ7aYAF,2025-11-12T15:31:22.000+0000,(416)271-4112,,wmm1216@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYS7AYAW,False,,23698126,0030A0000029X6LQAU,0010A000002vwlUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:07:01.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T15:07:01.000+0000,0050A000000WjqvQAC,2025-11-12T15:07:01.000+0000,0050A000000WjqvQAC,2025-11-12T15:07:01.000+0000,(613)632-1196,(613) 678-7101,mmacduff73@gmail.com,(613)632-5940,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYSyLYAW,False,,23697611,003OH0000071mmZYAQ,001OH000008gZEjYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,user request emaill address change-INC1850532 case 23697458,Medium,"**DDS**11/12/2025
user request for email address, called user cannot reached will try again .
user aws assist by kanwal 23697458",True,2025-11-12T15:17:43.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-12T14:55:37.000+0000,005OH00000AZ3ZxYAL,2025-11-12T15:17:44.000+0000,005OH00000AZ3ZxYAL,2025-11-12T15:17:44.000+0000,(647)838-5855,,zyang.lifewise@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYVBSYA4,False,,23697940,0030A0000029lOPQAY,0010A000002w8Z9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,"**EMAIL**

Hi Steve,

As mentioned in my previous PAC AWD Summary email, please see below for your Excel file password(s):
P578JB787P

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Steve,

Please find the attached file of the requested PAC AWD Summary Report on Investment Centre (Nominee). A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Stephen Kulyk
Code: 26659

Please email it to steve@onyxfinancial.ca

Hi, 

Q503 PAC AWD Summary Report KULYK, S 9917-26659 is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: November 11, 2025 10:51 AM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID276

Item ID276 has been added Chen, Carmen 11/11/2025 9: 49 AM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
 
    Item ID276 has been added
 	 	 
 
Chen, Carmen
11/11/2025 9:49 AM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report  

Column Requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-26659 

Case23676772 

Column and data filer requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-26659 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/13/2025 

Requestor Name and Organization :	STEPHEN KULYK, ONYX FINANCIAL GROUP 

MI Specialist:	 

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-26659 

Advisor Name:	STEPHEN KULYK 

Dealer Code:	9917-26659  

Rep Code as it appears in Unitrax:	9917-26659  

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	 


 	
				
				
Modify my alert settings
|	View MI Intake Checklist",True,2025-11-12T15:03:10.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T15:03:10.000+0000,005OH0000071DK9YAM,2025-11-12T15:03:11.000+0000,005OH0000071DK9YAM,2025-11-12T15:03:11.000+0000,(204)367-9572,,steve@onyxfinancial.ca,(204)367-9068,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYVbFYAW,False,,23697791,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:00:03.000+0000,False,False,005OH00000245RQYAY,2025-11-12T15:00:03.000+0000,005OH00000245RQYAY,2025-11-12T15:00:03.000+0000,005OH00000245RQYAY,2025-11-12T15:00:03.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYWnVYAW,False,,23699742,003G0000018f6SEIAY,0010A000002wOOZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:37:49.000+0000,False,False,0055o000001h4cFAAQ,2025-11-12T15:37:49.000+0000,0055o000001h4cFAAQ,2025-11-12T15:37:49.000+0000,0055o000001h4cFAAQ,2025-11-12T15:37:49.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYaPfYAK,False,,23698898,003OH00000M9ASAYA3,001OH00000QuyViYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support - Registration,Medium,"emailed user instruction on reeceiving the confirmation email.
**DDS**11/12/2025
user request assistance to register for workspace.
tried to call user reach voicemail.
EMAIL====================
Bonjour Samuel,

J’espère que vous allez bien, je m’excuse pour la réponse tardive, pouvons-nous nous connecter aujourd’hui à 10h.

si ce n’est pas le cas, faites-moi savoir quel est le meilleur moment pour vous.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: SAMUEL ACCIMEUS <SAMUEL.ACCIMEUS@PRIMERICA.COM> 
Sent: November 6, 2025 10:50 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Primerica : Inscription à l’Espace affaires . -- INC1701460

Bonjour, vous pouvez me contactez a partir de 10am Merci 514-632-2586 De: ""CL Workspace Support"" <CLWorkspaceSupport@ canadalife. com> À: ""SAMUEL ACCEMEUS"" <SAMUEL. ACCIMEUS@ PRIMERICA. COM> Cc: ""Yao, Anais"" <Anais. Yao@ canadavie. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour,
vous pouvez me contactez a partir de 10am
Merci
514-632-2586

________________________________________
De: ""CL Workspace Support"" <CLWorkspaceSupport@canadalife.com>
À: ""SAMUEL ACCEMEUS"" <SAMUEL.ACCIMEUS@PRIMERICA.COM>
Cc: ""Yao, Anais"" <Anais.Yao@canadavie.com>
Envoyé: Vendredi 25 Juillet 2025 09:22:10
Objet: RE: Primerica : Inscription à l’Espace affaires . -- INC1701460

CAUTION:	External emails may contain unsafe links/attachments

Bonjour Samuel,
 
Merci d'avoir contacté l'équipe de Soutien Technique d'Espace affaires pour obtenir de l’aide concernant le changement de l’adresse courriel.
 
Veuillez fournir une date et heur (HNE) qui convient pour vous appeler afin de régler ce problème.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Arthur B.   
Spécialiste en soutien de la distribution numérique  
Distribution Digital Support (DDS)    
Digital Enablement
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
From: SAMUEL ACCIMEUS <SAMUEL.ACCIMEUS@PRIMERICA.COM> 
Sent: July 24, 2025 10:37 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Yao, Anais <Anais.Yao@canadavie.com>
Subject: [EXT] Primerica : Inscription à l’Espace affaires . -- INC1701460
 
Bonjour, Je me suis récemment créé un compte sur le portail, mais je me rends compte que j’ai fait une erreur : j’ai utilisé mon adresse Gmail personnelle au lieu de mon courriel Primerica. En conséquence, je n’ai pas reçu l’email de confirmation. 
Bonjour,
 
Je me suis récemment créé un compte sur le portail, mais je me rends compte que j’ai fait une erreur : j’ai utilisé mon adresse Gmail personnelle au lieu de mon courriel Primerica.
En conséquence, je n’ai pas reçu l’email de confirmation.
Serait-il possible de supprimer ce compte ou de le corriger afin que je puisse m’inscrire à nouveau avec la bonne adresse courriel ?
Merci d’avance pour votre aide !
Cordialement,
Samuel Acciméus
9606_3WNAV
P1297
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 

If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.
===========
Bonjour Samuel,

Je voulais juste faire suite à mon précédent courriel concernant votre inscription à Workspace.

Pourriez-vous me donner vos disponibilités pour vous connecter, si vous avez toujours besoin d'aide?

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur Simplement Protégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com 
=========================
Bonjour Samuel,

Merci d’avoir répondu à mon courriel, la raison pour laquelle vous recevez cette erreur est parce que la vérification de votre courriel n’est pas terminée.
Vous pouvez essayer de trouver le courriel envoyé sur le courriel samuel.accimeus@gmail.com et appuyez sur vérifier.
Il proviendrait d’un courriel de réseau rep, à peu près au moment où vous enregistrez votre compte.

Si vous ne pouvez pas trouver le courriel original ou le lien est expire, alors suivez la deuxième option

1.	Cliquez sur le lien d’inscription https://espaceaffaires.canadavie.com/inscription
2.	Entrez leur ID utilisateur (anciennement RepNet ID ou Réseau net) Identifiants
3.	Cela déclenchera une erreur qui contiendra un lien pour renvoyer le courriel de vérification. Il serait envoyé à votre adresse e-mail enregistrée samuel.accimeus@gmail.com. 
4.	Une fois que vous avez vu le courriel, alors seulement vous pouvez continuer à vous connecter dans l’espace d’affaire.
5.	Utilise lien https://espaceaffaires.canadavie.com pour se connecter à l’espace d’affaire.

Après avoir terminé l’étape ci-dessus, si vous ne recevez pas le lien de vérification, veuillez me renvoyer par courriel je vais escalader cela.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur Simplement Protégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: SAMUEL ACCIMEUS <SAMUEL.ACCIMEUS@PRIMERICA.COM> 
Sent: November 13, 2025 10:41 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Primerica : Inscription à l’Espace affaires . - INC1701460, 23698898

Bonjour Natasha, Voici ce qui est affiché lorsque j'essaye de me connecter De: ""CL Workspace Support"" <CLWorkspaceSupport@ canadalife. com> À: ""SAMUEL ACCEMEUS"" <samuel. accimeus@ primerica. com> Envoyé: Jeudi 13 Novembre 2025 09: 41: 13
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Natasha,
Voici ce qui est affiché lorsque j'essaye de me connecter

________________________________________
De: ""CL Workspace Support"" <CLWorkspaceSupport@canadalife.com>
À: ""SAMUEL ACCEMEUS"" <samuel.accimeus@primerica.com>
Envoyé: Jeudi 13 Novembre 2025 09:41:13
Objet: RE: Primerica : Inscription à l’Espace affaires . - INC1701460, 23698898

CAUTION:	External emails may contain unsafe links/attachments

Bonjour Samuel,
 
Je voulais juste faire suite à mon précédent courriel concernant votre inscription à Workspace.
 
Pourriez-vous me donner vos disponibilités pour vous connecter, si vous avez toujours besoin d'aide?
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur Simplement Protégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-17T15:14:10.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-12T15:22:13.000+0000,005OH00000AZ3ZxYAL,2025-11-17T15:14:10.000+0000,005OH00000AZ3ZxYAL,2025-11-17T15:14:10.000+0000,(514)632-2586,,samuel.accimeus@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYcJQYA0,False,,23701899,0030A0000029aWMQAY,0010A000002vze9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:13:28.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T16:13:28.000+0000,005OH000004oiYEYAY,2025-11-12T16:13:28.000+0000,005OH000004oiYEYAY,2025-11-12T16:13:28.000+0000,(226)647-4595,,candace.loughran@holliswealth.com,(226)647-4598,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYdvOYAS,False,,23698588,0030A00000BmHoZQAV,0010A000002wPyhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:16:19.000+0000,False,False,005OH000002npWUYAY,2025-11-12T15:16:19.000+0000,005OH000002npWUYAY,2025-11-12T15:16:20.000+0000,005OH000002npWUYAY,2025-11-12T15:16:20.000+0000,(416)498-6944,(416) 565-4867,terryflynn@tmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYemdYAC,False,,23699357,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:30:52.000+0000,False,False,005OH00000245RQYAY,2025-11-12T15:30:52.000+0000,005OH00000245RQYAY,2025-11-12T15:30:52.000+0000,005OH00000245RQYAY,2025-11-12T15:30:52.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYfkIYAS,False,,23699733,0030A0000029eunQAA,0010A000002w392QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:37:36.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T15:37:36.000+0000,0050A000000WjqvQAC,2025-11-12T15:37:37.000+0000,0050A000000WjqvQAC,2025-11-12T15:37:37.000+0000,(613)966-2990,,johnpaul@tedesco.org,(613)966-7477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYfvaYAC,False,,23698627,0030A0000029YbfQAE,0010A000002vxzjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:17:20.000+0000,False,False,005G0000002gxxjIAA,2025-11-12T15:17:20.000+0000,005G0000002gxxjIAA,2025-11-12T15:17:20.000+0000,005G0000002gxxjIAA,2025-11-12T15:17:20.000+0000,(450)508-2174,514-690-2168,ariane.despres@iggpp.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYiK1YAK,False,,23700177,0030A000006UHQGQA4,0010A000007FoIFQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:44:56.000+0000,False,False,005OH000003ds0PYAQ,2025-11-12T15:44:56.000+0000,005OH000003ds0PYAQ,2025-11-12T15:44:57.000+0000,005OH000003ds0PYAQ,2025-11-12T15:44:57.000+0000,(289)440-0959,,mmilton@guidancefinancial.biz,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYimzYAC,False,,23698852,0030A0000029cAvQAI,0010A000002w0zIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:21:17.000+0000,False,False,0055o000002DK5fAAG,2025-11-12T15:21:17.000+0000,0055o000002DK5fAAG,2025-11-12T15:21:17.000+0000,0055o000002DK5fAAG,2025-11-12T15:21:17.000+0000,(905)832-4572,,scott.olynick@edwardjones.com,(866)462-7285,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYiqDYAS,False,,23698856,003OH00000B8ljTYAR,001OH00000DQ39JYAT,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Dealer Auto Rebalancing Failure Analysis Report provided,Medium,"**EMAIL**

Hi Christine,

As mentioned in my previous Dealer Auto Rebalancing Failure email, please see below for your Excel file password(s):
N8TGS9RTCN

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Christine,

Please find the attached file of the requested Dealer Auto Rebalancing Failure report via Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure. The details are as follows:

Request 1:
Advisor: Michael Richard Allen
Code: LL34049

Please email it to christine@gvwealth.ca

Hi,

Q502 Dealer Auto Rebalancing Failure Analysis ALLEN, M 9917-34049 is available now in the Ad-Hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: November 11, 2025 11:28 AM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID279

Item ID279 has been added Chen, Carmen 11/11/2025 10: 27 AM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
 
    Item ID279 has been added
 	 	 
 
Chen, Carmen
11/11/2025 10:27 AM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q502 Dealer Auto Rebalancing Failure Analysis 

Column Requirements :	Q502 Dealer Auto Rebalancing Failure Analysis 
a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure 
9917-34049 

Column and data filer requirements :	Q502 Dealer Auto Rebalancing Failure Analysis 
a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure 
9917-34049 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/14/2025 

Requestor Name and Organization :	Christine Willan, GRANDVIEW WEALTH INC  

MI Specialist:	 

Report Purpose - Business Use :	Q502 Dealer Auto Rebalancing Failure Analysis 
a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure 
9917-34049 

Case23678374 

Advisor Name:	MICHAEL ALLEN 

Dealer Code:	9917-34049 

Rep Code as it appears in Unitrax:	9917-34049 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	 


 	
				
				
Modify my alert settings
|	View MI Intake Checklist",True,2025-11-12T15:21:19.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T15:21:19.000+0000,005OH0000071DK9YAM,2025-11-12T15:21:20.000+0000,005OH0000071DK9YAM,2025-11-12T15:21:20.000+0000,(289) 273-1724,,christine@gvwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
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500OH00000fYluYYAS,False,,23700140,003OH00000O895CYAR,001OH00000TK7MfYAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Model Portfolio Report Request,Medium,"Report provided 

**EMAIL**

Hi Courtney,

As mentioned in my previous email, please see below for your Excel file password(s):
684DA2PFGV

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Courtney,

Please find the attached file of the requested report to identify any plans/policies currently linked to a model portfolio in Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

 
I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Courtney,

Please find the attached file of the requested report to identify any plans/policies currently linked to a model portfolio in Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

 
I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T15:44:27.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T15:44:27.000+0000,005OH0000071DK9YAM,2025-11-12T15:44:28.000+0000,005OH0000071DK9YAM,2025-11-12T15:44:28.000+0000,(587)855-6836,,courtney@staterafp.ca,(587)855-6836,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYpriYAC,False,,23699666,0030A0000029eunQAA,0010A000002w392QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:36:36.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T15:36:36.000+0000,0050A000000WjqvQAC,2025-11-12T15:36:36.000+0000,0050A000000WjqvQAC,2025-11-12T15:36:36.000+0000,(613)966-2990,,johnpaul@tedesco.org,(613)966-7477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYquJYAS,False,,23702837,003OH00000EP7cXYAT,001OH00000I6sGRYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"***DDS*** 11/12/2025
User needed help making updates to an application that's still being worked on. 

***email chain***
Hello Steven, 

       Thank you contacting Canda life workspace support. It was a pleasure assisting you today. As we discussed, the options available to you would be to either start the application all over to fix the errors or submit the application as is and reach out to your NBC, once application has been successfully submitted. You can reach your NBC at NBInquiry.Team6@canadalife.com or Niro Selvarajah at 1-647-264-4104. If you have any questions, please don’t hesitate to reach out. Have a good day!

If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T16:46:09.000+0000,False,False,005OH00000BFQFHYA5,2025-11-12T16:28:12.000+0000,005OH00000BFQFHYA5,2025-11-12T16:46:09.000+0000,005OH00000BFQFHYA5,2025-11-12T16:46:09.000+0000,(902)438-0035,,steve.f.arsenault@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYriEYAS,False,,23699660,003OH00000NLSDxYAP,001OH00000SKalhYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DSFA access - INC1850635,Medium,"INC1850635 for all info
================
Good morning Jawahar,

Thank you for accepting my call about your issue with accessing DSFA through Workspace.

I have escalated this issue with our Digital Tech Lab team to investigate and I will get back to you as soon as I get a response.

If you have any questions, don’t hesitate to reach out and we will gladly help.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2026-01-29T15:34:19.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-12T15:36:32.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:34:19.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:34:19.000+0000,(905)799-2470X1,416-846-8569,naidujawahar@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYrn8YAC,False,,23702619,0030A0000029pPsQAI,0010A000002wBsKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:24:51.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T16:24:51.000+0000,005OH000004oiYEYAY,2025-11-12T16:24:51.000+0000,005OH000004oiYEYAY,2025-11-12T16:24:51.000+0000,(519)978-1122,,mllambros@integrite.com,(519)978-1123,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYuPxYAK,False,,23699808,0030A000007UjMYQA0,0010A000008Ma2EQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"****DDS*** 11/12/2025
MFA disconnect 

***email chain***
Hello Brandon,

     Thank you for reaching out to Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out.
 
 If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T15:46:11.000+0000,False,False,005OH00000BFQFHYA5,2025-11-12T15:38:53.000+0000,005OH00000BFQFHYA5,2025-11-12T15:46:11.000+0000,005OH00000BFQFHYA5,2025-11-12T15:46:11.000+0000,(705)995-2910X4220,(306) 684-0706,brandon.deering@rlfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYukxYAC,False,,23701785,0030A0000029k1QQAQ,0010A000002w7QVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:11:36.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T16:11:36.000+0000,005OH000004oiYEYAY,2025-11-12T16:11:36.000+0000,005OH000004oiYEYAY,2025-11-12T16:11:36.000+0000,(519)524-2451,,valerie@lakehuronlife.com,(519)612-2452,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYwOfYAK,False,,23703513,0030A0000029khSQAQ,0010A000002w7zBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:39:08.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T16:39:08.000+0000,0050A000000WjqvQAC,2025-11-12T16:39:08.000+0000,0050A000000WjqvQAC,2025-11-12T16:39:08.000+0000,(613)938-8029,ext 221,kadams@adamsfinancial.ca,(613)936-9271,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fYya4YAC,False,,23702511,0030A000006r1YBQAY,0010A000007gJYSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:23:08.000+0000,False,False,005OH000007fgYjYAI,2025-11-12T16:23:08.000+0000,005OH000007fgYjYAI,2025-11-12T16:23:08.000+0000,005OH000007fgYjYAI,2025-11-12T16:23:08.000+0000,(514)894-1589,(514) 894-1589,asantaguida@twmg.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZ0wnYAC,False,,23700416,0030A0000029XyEQAU,0010A000002vxU6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:48:57.000+0000,False,False,0055o000002DK5fAAG,2025-11-12T15:48:57.000+0000,0055o000002DK5fAAG,2025-11-12T15:48:58.000+0000,0055o000002DK5fAAG,2025-11-12T15:48:58.000+0000,(416)494-6446X286,(416) 528-8121,adrian.kraizel@dfsin.ca,(416)494-9540,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZ1mPYAS,False,,23700486,0030A0000029og1QAA,0010A000002wBI4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T15:50:17.000+0000,False,False,005OH000003ds0PYAQ,2025-11-12T15:50:17.000+0000,005OH000003ds0PYAQ,2025-11-12T15:50:18.000+0000,005OH000003ds0PYAQ,2025-11-12T15:50:18.000+0000,(613)966-9392,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZ2KJYA0,False,,23701379,003G0000018f7BsIAI,0010A000002wPFqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:04:47.000+0000,False,False,005OH000002N6huYAC,2025-11-12T16:04:47.000+0000,005OH000002N6huYAC,2025-11-12T16:04:48.000+0000,005OH000002N6huYAC,2025-11-12T16:04:48.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZ4NlYAK,False,,23701367,0030A0000029glYQAQ,0010A000002w4jYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:04:38.000+0000,False,False,0055o000002DK5fAAG,2025-11-12T16:04:38.000+0000,0055o000002DK5fAAG,2025-11-12T16:04:39.000+0000,0055o000002DK5fAAG,2025-11-12T16:04:39.000+0000,(519)343-3095,,jacquie.fraser@investdfsi.ca,(519)343-3661,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZ9k2YAC,False,,23702195,0030A0000029nFlQAI,0010A000002wA8eQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:17:59.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T16:17:59.000+0000,005OH000004oiYEYAY,2025-11-12T16:18:00.000+0000,005OH000004oiYEYAY,2025-11-12T16:18:00.000+0000,(519)488-6514X301,301,kate@rockthompson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZDSdYAO,False,,23703115,0030A00000C2M6sQAF,0010A00000CcXMlQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:32:29.000+0000,False,False,0055o000002DK5fAAG,2025-11-12T16:32:29.000+0000,0055o000002DK5fAAG,2025-11-12T16:32:30.000+0000,0055o000002DK5fAAG,2025-11-12T16:32:30.000+0000,(705)915-3438,(289) 242-6879,laura.brailsford@edwardjones.com,(855)208-0492,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZHUcYAO,False,,23702182,0031600002Syz1ZAAR,0010A000002wNwAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Policy,Medium,"User is unsure if he is the the advisor of record of a policy, but does not have the policy number on hand. 

Email: alexandre.beaulne@manulifesecurities.ca 
Code: E4323

**************************************
Good morning Alex, 

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
Regarding your inquiry if you are the advisor of record for a certain policy, we will need the policy number to confirm this information as we can not with the group name. 
I would suggest contacting the Contract and Compensation team at contracts&compensation@canadalife.com, as they can assist you with confirming if you are still the advisor of record and provide guidance on the next steps. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!",True,2025-11-12T16:37:00.000+0000,False,False,005OH00000BG5v4YAD,2025-11-12T16:17:44.000+0000,005OH00000BG5v4YAD,2025-11-12T16:45:35.000+0000,005OH00000BG5v4YAD,2025-11-12T16:45:35.000+0000,(819)360-8435,(819) 360-8435,alexandre.beaulne@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZHnzYAG,False,,23703043,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The customer was having trouble logging into the Workspace website and could not find his user ID. The agent was able to assist the customer by explaining that he would need to register for the Workspace website instead of logging in, and that the agent would send him an email with information on how to do that, including providing his user ID. The agent and customer worked together to resolve the issue, and the agent will follow up with the customer via email.
*******",True,2025-11-12T16:45:03.000+0000,False,False,005OH00000BFQFCYA5,2025-11-12T16:31:32.000+0000,005OH00000BFQFCYA5,2025-11-12T16:45:26.000+0000,005OH00000BFQFCYA5,2025-11-12T16:45:26.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZIP3YAO,False,,23701900,003OH00000NZX0lYAH,001OH00000Sd12nYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login - INC1851893,Medium,"INC1851893 for all info
=========

Bonjour Josue,

Merci d’avoir accepté mon appel ce matin pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, deux essais pour réinitialiser le mot de passe ont échoué. Ma personne de support m’a indiqué que votre compte a un paramètre indiquant « Non vérifié » indiquant que la vérification de l’addresse courriel n’avait pas été complétée. J’ai soumis un ticket à notre équipe du Laboratoire Digital pour qu’ils puissent réglé ceci et que je puisse vous recontacter pour vous aider à accéder à votre compte.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T18:06:22.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-12T16:13:28.000+0000,005OH00000AbJ7aYAF,2025-11-12T18:06:22.000+0000,005OH00000AbJ7aYAF,2025-11-12T18:06:22.000+0000,(438)837-8095,,jsaraviaolmos@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZIs6YAG,False,,23701961,003G000001AOhf9IAD,0015o000008CyeyAAC,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0055o000001h4cFAAQ,2025-11-12T16:14:33.000+0000,0055o000001h4cFAAQ,2025-11-12T16:28:04.000+0000,0055o000001h4cFAAQ,2025-11-12T16:28:04.000+0000,(204) 272-6187,(204) 947-5555,michelle@dtslifestyles.ca,(204) 488-9748,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZKSVYA4,False,,23703567,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:40:04.000+0000,False,False,0055o000002KxaMAAS,2025-11-12T16:40:04.000+0000,0055o000002KxaMAAS,2025-11-12T16:40:04.000+0000,0055o000002KxaMAAS,2025-11-12T16:40:04.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZKsKYAW,False,,23703633,0030A0000029pFhQAI,0010A000002wBkUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,update address,Medium,"Name:Simon Maxwell
Advisor or support staff: Advisor 
Advisor Code: 5885
Advisor Name: Simon Maxwell
Phone:  416-898-7210	
Email: simon@maxwellinsurance.ca	
1. Siebel verification: completed/old address on file.
2. Last Login to Workspace: N/A

Issue: compensation statements being sent to old address and 
has since moved. 

address on workspace is correct its his office but address we have on file for him is the old address. advised to reach out to MGA to check/update

also he wanted to update the address for a client, policy#41297672 not found in Workspace or Copilot. its an old GWL policy 111900 thats terminated. needs to be able to update the address for his client.

also received mail for a clients GWL policy# 41297672, tied to your old advisor code 111900 which is seen as terminated and you would like to ensure the address for the client is updated. 

advised him to reach out to Client Services or as per Jonathan at assist desk, follow KB0021295 .

To have his clients address updated, contact client services too

to inquire about other advisor codes, contact Contracts and compensation. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001ndeiAAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HEoLAAW%26cntc%3D0035o000004HEoLAAW%26id%3D0055o000001ndeiAAA

--------------------------------------***DDS  11/13/2025***--------------------------
CHECKED SIEBEL CL PROFILE AND THE ADVISORS NEW ADDRESS IS NOW SEEN
162 Angier Cres
Ajax, ON L1S 7R7
SENT FOLLOWUP/CLOSING TICKET NOW
--------------------------------------***DDS  11/13/2025***--------------------------
Good morning Simon,

I checked your profile and can now see your new address is updated in our system
162 Angier Cres
Ajax, ON L1S 7R7

Thanks again for your patience and should you need any further assistance do let us know.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



-------------------------------------***DDS  11/12/2025***--------------------------
UPDATE RECEIVED FROM TRACY THAT THE ADDRESS HAS BEEN UPDATED. WILL CHECK SIEBEL TOMORROW AND THEN UPDATE ADVISOR
-------------------------------------***DDS  11/12/2025***--------------------------
HI,

This has been updated.

Tracy Aphayvong (she/her) 
Assistant Manager Contracts & Compensation – Maintenance Team 


--------------------------------------***DDS  11/12/2025***--------------------------
call in error was xferred to jonathan at assist desk. jonathan messaged me to email Tracy.Aphayvong@canadalife.com--KB0021888  as she's our only path to escalation currently--SENT EMAIL TO TRACY.
NOTE FROM JONATHAN--""Okay should be all set, he brought up that his info in Apexa is current so we'll have to check and see about escalating this to have someone update Siebel based on his Apexa info, looking into right procedure on that and will let you know
Okay for this advisor you can email Tracy.Aphayvong@canadalife.com directly and let her know the user says that he was able to confirm that his address information is current in Apexa, but the information in Siebel is not up to date, and ask if she is able to have a look to correct it. 
This is our standard process for when this situation happens. ""
--------------------------------------***DDS  11/12/2025***--------------------------
Hello Tracy,

Advisor says that he was able to confirm that his address information is current in Apexa, but the information in Siebel is not up to date, are you able to have a look to correct it. Thanks,

Name: Simon Maxwell
Advisor or support staff: Advisor
Advisor Code: 5885
Email: simon@maxwellinsurance.ca
Phone# 416-898-7210 as seen in Siebel

Address was updated in July 2018 when the advisor moved to this current address of:
162 Angier Cres
Ajax, ON L1S 7R7

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/12/2025***--------------------------
 Hello Anita (and John),

Thanks for your help straightening this out.  And sending me this detailed email.

I appreciate you checking out Apexa and changing the addresses.

They were updated in July 2018 when I moved to my current address of:

162 Angier Cres
Ajax, ON L1S 7R7

Please confirm when they have been updated.

Cheers!

All the best,
Simon Maxwell BA, CFP®, CLU®, MFA-P




--------------------------------------***DDS  11/12/2025***--------------------------
SENT FOLLOW UP
--------------------------------------***DDS  11/12/2025***--------------------------
Hello Simon,

Thank you for contacting Workspace Support today regarding updating your address on file for your compensation statements.

I’m sorry our call was disconnected. Here is the information I was able to find help you with the changes needed.

As discussed, your address in Workspace is correct, it has your office address. 

Please reach out to your MGA to update your information on file with Canada Life and check Apexa to ensure your information is upto date.

You also received mail for a clients GWL policy# 41297672, tied to your old advisor code 111900 which is seen as terminated and you would like to ensure the address for the client is updated. 

We've identified that the policy you are inquiring about is a former Gold Key policy that will not be accessible in your existing Workspace access for MGA business. 

Please complete this form, our Distribution Methodology will review and advise if you can obtain a Workspace account for your former Gold Key business.
However, for immediate assistance you can also contact Client Services to further inquire on the policy 1-888-252-1847 

For Advisor code, M8443 and M9388  that shows transferred and you can’t recall the specifics of this. Client services may be able to assist you with this or you can reach out to contracts&compensation@canadalife.com 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-13T15:02:37.000+0000,False,False,005OH00000AUS7aYAH,2025-11-12T16:41:00.000+0000,005OH00000AUS7aYAH,2025-11-13T15:02:37.000+0000,005OH00000AUS7aYAH,2025-11-13T15:02:37.000+0000,(416)238-7775,(416) 898-7210,simon@maxwellinsurance.ca,(905)426-8110,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZMSgYAO,False,,23702357,0030A0000029fQBQAY,0010A000002w3ckQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:20:33.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T16:20:33.000+0000,005OH000004oiYEYAY,2025-11-12T16:20:33.000+0000,005OH000004oiYEYAY,2025-11-12T16:20:33.000+0000,(519)273-7377,(519) 301-4511,aehgoetz@assante.com,(519)273-1015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZMxLYAW,False,,23703729,003G0000018f6w3IAA,0010A000002wOxvQAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH00000245RQYAY,2025-11-12T16:42:40.000+0000,005OH00000245RQYAY,2025-11-12T19:20:36.000+0000,005OH00000245RQYAY,2025-11-12T19:20:36.000+0000,(613)632-6411,(613) 678-7599,bruce@goldenfsi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZTFfYAO,False,,23703127,0035o000005IdcCAAS,0015o000005rWouAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:32:38.000+0000,False,False,005OH000004pk06YAA,2025-11-12T16:32:38.000+0000,005OH000004pk06YAA,2025-11-12T16:32:38.000+0000,005OH000004pk06YAA,2025-11-12T16:32:38.000+0000,(647)378-8303,,rahul.goel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZU0RYAW,False,,23705118,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:06:11.000+0000,False,False,005OH000005URvxYAG,2025-11-12T17:06:11.000+0000,005OH000005URvxYAG,2025-11-12T17:06:12.000+0000,005OH000005URvxYAG,2025-11-12T17:06:12.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZW77YAG,False,,23704925,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:02:49.000+0000,False,False,005OH000005URvxYAG,2025-11-12T17:02:49.000+0000,005OH000005URvxYAG,2025-11-12T17:02:50.000+0000,005OH000005URvxYAG,2025-11-12T17:02:50.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZWjqYAG,False,,23705802,003G0000018f6SEIAY,0010A000002wOOZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:17:21.000+0000,False,False,0055o000001h4cFAAQ,2025-11-12T17:17:21.000+0000,0055o000001h4cFAAQ,2025-11-12T17:17:21.000+0000,0055o000001h4cFAAQ,2025-11-12T17:17:21.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZYLlYAO,False,,23703484,0030A00000BbrUhQAJ,0010A00000CC4XnQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:38:33.000+0000,False,False,005OH000006owoYYAQ,2025-11-12T16:38:33.000+0000,005OH000006owoYYAQ,2025-11-12T16:38:34.000+0000,005OH000006owoYYAQ,2025-11-12T16:38:34.000+0000,(780)205-2334,,darren.weinkauf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZZ50YAG,False,,23707452,0030A0000029e1YQAQ,0010A000002w2REQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:43:16.000+0000,False,False,005OH000003ds0PYAQ,2025-11-12T17:43:16.000+0000,005OH000003ds0PYAQ,2025-11-12T17:43:17.000+0000,005OH000003ds0PYAQ,2025-11-12T17:43:17.000+0000,(705)784-9893,,mike@dunbrookassoicates.ca,(905)833-4904,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZZmUYAW,False,,23703903,003G0000018f6wEIAQ,0010A000002wOy6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator issue,Medium,"****DDS****11/12/25 
Authenticated user and disconnected MS authenticator
Reconnected authenticator and user was able to sign into WS 
============================================================================================

****Email Chain****

Bonjour Philippe,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème avec l’authentificateur Microsoft.

Je suis heureuse d’avoir pu vous aider avec la reconfiguration de votre authentificateur Microsoft pour l’accès à Espace Affaires aujourd’hui. Vous avez également pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T17:04:35.000+0000,False,False,005OH0000097FtCYAU,2025-11-12T16:45:54.000+0000,005OH0000097FtCYAU,2025-11-12T17:04:35.000+0000,005OH0000097FtCYAU,2025-11-12T17:04:35.000+0000,(514)577-9146,(514) 577-9146,philippe.hanscom@planisource.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZa10YAC,False,,23704023,0030A0000029avbQAA,0010A000002vzyxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:47:58.000+0000,False,False,005OH000006owoYYAQ,2025-11-12T16:47:58.000+0000,005OH000006owoYYAQ,2025-11-12T16:47:59.000+0000,005OH000006owoYYAQ,2025-11-12T16:47:59.000+0000,(306)955-1942,,darren@weberfinancial.ca,(306)955-1943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZk6qYAC,False,,23705809,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:17:29.000+0000,False,False,005OH000005URvxYAG,2025-11-12T17:17:29.000+0000,005OH000005URvxYAG,2025-11-12T17:17:29.000+0000,005OH000005URvxYAG,2025-11-12T17:17:29.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZk6tYAC,False,,23709355,003G0000018f6yXIAQ,0010A000002wP1BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DSFA inquiry,Medium,I reached out to Assist Desk re: ASHOK GOELA. I wanted to know how a user can obtain an application that has already been submitted through WS.,True,2025-11-12T18:48:12.000+0000,False,False,005OH000002iN7pYAE,2025-11-12T18:14:47.000+0000,005OH000002iN7pYAE,2025-11-12T18:48:13.000+0000,005OH000002iN7pYAE,2025-11-12T18:48:13.000+0000,(519)857-8366,(519) 857-8366,ash@ashgoela.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZlsTYAS,False,,23704719,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T16:59:31.000+0000,False,False,005OH000003ds0PYAQ,2025-11-12T16:59:31.000+0000,005OH000003ds0PYAQ,2025-11-12T16:59:32.000+0000,005OH000003ds0PYAQ,2025-11-12T16:59:32.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZnzEYAS,False,,23709095,0030A000005TDAOQA4,0010A000006CiXRQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T18:10:31.000+0000,False,False,005OH000007fgYjYAI,2025-11-12T18:10:31.000+0000,005OH000007fgYjYAI,2025-11-12T18:10:31.000+0000,005OH000007fgYjYAI,2025-11-12T18:10:31.000+0000,(819)209-3667,,paulolivierricher@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZorxYAC,False,,23704990,0030A000004A7xLQAS,0010A000004vIe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:03:44.000+0000,False,False,005OH000005URvxYAG,2025-11-12T17:03:44.000+0000,005OH000005URvxYAG,2025-11-12T17:03:44.000+0000,005OH000005URvxYAG,2025-11-12T17:03:44.000+0000,(780)431-0527,,arun.nair@igpwm.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZpphYAC,False,,23707561,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-11-12T17:53:47.000+0000,False,False,005OH000006uYruYAE,2025-11-12T17:45:11.000+0000,005OH000006uYruYAE,2025-11-12T17:53:47.000+0000,005OH000006uYruYAE,2025-11-12T17:53:47.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZvwfYAC,False,,23705650,0030A0000029Yg4QAE,0010A000002vy2lQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:14:51.000+0000,False,False,0055o000002DK5fAAG,2025-11-12T17:14:51.000+0000,0055o000002DK5fAAG,2025-11-12T17:14:51.000+0000,0055o000002DK5fAAG,2025-11-12T17:14:51.000+0000,(905)276-9456X4425,4163561536,victor.pywowarczuk@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZyD2YAK,False,,23706801,0035o000003JQcpAAG,0015o000003wmh4AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy details,Medium,"to: Bonjour Marc,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Nous confirmons que vous n’avez pas accès aux détails de la police 21021506, puisqu’actuellement vous n’êtes pas le conseiller sur le dossier.
L'accès est accordé en demandant au conseiller propriétaire des codes de remplir le formulaire joint à ce courriel et de l'envoyer à Distribution_Methodology@CanadaLife.com

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Bonjour Marc,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Nous confirmons que vous n’avez pas accès aux détails de la police 21021506, puisqu’actuellement vous n’êtes pas le conseiller sur le dossier.
L'accès est accordé en demandant au conseiller propriétaire des codes de remplir le formulaire joint à ce courriel et de l'envoyer à Distribution_Methodology@CanadaLife.com

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T17:32:24.000+0000,False,False,005OH00000AbCcLYAV,2025-11-12T17:32:24.000+0000,005OH00000AbCcLYAV,2025-11-12T17:40:59.000+0000,005OH00000AbCcLYAV,2025-11-12T17:40:59.000+0000,(450)443-6496,514-926-5899,marc.veilleux@ig.ca,(450)443-8132,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fZzx3YAC,False,,23706128,0030A0000029gE1QAI,0010A000002w4HxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"***DDS*** 11/12/2025
User needed help accessing DTC status submitted for applicant.

email chain******
Hello Bradley, 

       Thank you reaching out to Canada life workspace support. It was a pleasure assisting you today. To access the status of a term conversion application, you will need to reach out to your In-force Policy Analyst directly or email the term conversion inquires team: Term_Conversion_Inquiries@canadalife.com. If you have any questions, please don’t hesitate to reach out. Have a good day!

If you could kindly spare 20 seconds to fill out this survey to share your feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T17:39:29.000+0000,False,False,005OH00000BFQFHYA5,2025-11-12T17:22:13.000+0000,005OH00000BFQFHYA5,2025-11-12T17:39:29.000+0000,005OH00000BFQFHYA5,2025-11-12T17:39:29.000+0000,(250)762-3329,,bradley.pompu@igpwm.ca,(250)868-9332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fa0TJYAY,False,,23706179,0030A0000029ZTXQA2,0010A000002vykGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"The customer was having trouble logging into the Workspace platform. The agent helped the customer authenticate using an authenticator app and was able to get the customer logged in. The customer also inquired about accessing their compensation and renewal information, but the agent informed them that this information is not available through the Workspace platform and they would need to reach out to the Contracts and Compensation department directly.

****
Hi Rajwant, thank you for contacting workspace support today.

To recap our call, you were receiving an error while trying to set up your MFA, we did a remote log me in session and set up the MFA successfully. You also wanted to know how you can review the compensation and renewals for policies. You will have to reach out to contractandcompensation@canadalife.com
and they will be able to provide that information to you. If you have any issues , please let me know in your reply to this email.

We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-12T17:48:11.000+0000,False,False,005OH00000BFQFCYA5,2025-11-12T17:22:57.000+0000,005OH00000BFQFCYA5,2025-11-12T17:48:11.000+0000,005OH00000BFQFCYA5,2025-11-12T17:48:11.000+0000,(604)592-5433,,admin@lifesmartinsurance.ca,(604)599-6513,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fa1naYAA,False,,23706792,0030A0000029n5FQAQ,0010A000002w9zfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:32:17.000+0000,False,False,005OH000003ds0PYAQ,2025-11-12T17:32:17.000+0000,005OH000003ds0PYAQ,2025-11-12T17:32:17.000+0000,005OH000003ds0PYAQ,2025-11-12T17:32:17.000+0000,(613)549-6370,,,(613)549-6555,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fa2ABYAY,False,,23706534,0030A0000029f16QAA,0010A000002w3FGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product details unavailable,Medium,"*** DDS 17DEC2025 ***
reporting a policy missed in the transfer back to Mei, referred to C&C to have policy properly aligned (not a breach scenario)

*** DDS12NOV2025 ***
Advisor's code 96056 reactivated today (active in Siebel), however they are getting 'product details unavailable' in WS and it appears products are still aligned with general Edward Jones code A9478 in co-pilot and in SF (agent does not have TPA to A9478)

advised to wait 5 business days like we would in a buy/sell scenario

--------------------------------------------------------

Good morning Joan,

It appears that this is another policy that was missed in the transfer of clients back over to Mei. Please reach out to contracts&compensation@canadalife.com to request that the policy be properly aligned. Please let me know if you have any other questions.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Huang,Qiong <Qiong.Huang@edwardjones.com> 
Sent: December 16, 2025 3:17 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Qin,Mei <Mei.Qin@edwardjones.com>; Lin,Lucinda <Lucinda.Lin@edwardjones.com>
Subject: [EXT] RE: Unable to access FA's clients information - INC1776117/C23706534/INC1869128

Good afternoon Jennifer, We still have trouble to view CL#23277389 details information; On Dec 5, we submitted beneficiary changes for CL#23277390 & #23277389; Today we're able to print out #23277390 summary reflecting beneficiaries updated;
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon Jennifer, 

We still have trouble to view CL#23277389 details information; On Dec 5, we submitted beneficiary changes for CL#23277390 & #23277389; Today we're able to print out #23277390 summary reflecting beneficiaries updated; However, we could not access any details about CL#23277389 on advisor portal. Please kindly advise. 

Thanks
Joan 

Hello Joan,

Thank you for your email and for confirming that Mei’s code has been re-activated today. It is expected that it can take 5 business days from the time that Head Office confirms the re-activation of the Advisors code for the policies to be properly re-aligned and for the change to be reflected in Workspace. Please let me know if you have any questions and please let our team know if you are still unable to view policy details after 5 business days.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Huang,Qiong <Qiong.Huang@edwardjones.com> 
Sent: November 12, 2025 11:56 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Qin,Mei <Mei.Qin@edwardjones.com>; Lin,Lucinda <Lucinda.Lin@edwardjones.com>
Subject: [EXT] RE: Unable to access FA's clients information - INC1776117/C23706534

Morning Jeniffer, After some digging and sorting, it turns out that financial advisor selling code got disabled accidently in CL since July. Finally, we're notified this morning that ""Advisor Mei Qin's Selling Code 96056 has been re-activated
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Morning Jeniffer,
After some digging and sorting, it turns out that financial advisor selling code got disabled accidently in CL since July. Finally, we're notified this morning that ""Advisor Mei Qin's Selling Code 96056 has been re-activated and good to go"". 
However, when we logged in WorkSpace, we're still not able to get clients' detailed policy information, please rectify ASAP
 
 

Thanks
Joan",True,2025-11-12T17:51:19.000+0000,False,False,005OH000006wv2TYAQ,2025-11-12T17:28:15.000+0000,005OH000006wv2TYAQ,2025-12-17T14:06:45.000+0000,005OH000006wv2TYAQ,2025-12-17T14:06:45.000+0000,(403)217-9436,,,(866)666-4693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fa2YLYAY,False,,23706414,0030A0000029V3BQAU,0010A000002vv5bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:26:24.000+0000,False,False,005OH000007fgYjYAI,2025-11-12T17:26:24.000+0000,005OH000007fgYjYAI,2025-11-12T17:26:24.000+0000,005OH000007fgYjYAI,2025-11-12T17:26:24.000+0000,(514)983-4272,,joseph@quattroinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fa3cTYAQ,False,,23706519,0030A0000029V0bQAE,0010A000002vv3BQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:27:54.000+0000,False,False,005OH000003ds0PYAQ,2025-11-12T17:27:54.000+0000,005OH000003ds0PYAQ,2025-11-12T17:27:55.000+0000,005OH000003ds0PYAQ,2025-11-12T17:27:55.000+0000,(705)522-2111X2205,,michael.morgan-schubert@northerncu.com,(705)523-1110,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fa67LYAQ,False,,23707422,0031600002DTLGiAAP,0010A000002wNAkQAM,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Planning Report,Medium,"(Duplicate) **WRS Email Thread** Nov 12 2025

Bonjour Nicolas,

Nous comprenons que vous voudrez avoir un rapport de l’état des gains et pertes pour connaitre l’impact d’une liquidation complète et un aperçu des revenus d’intérêts et de dividendes. 

Pour ces informations, nous recommandons que vous contactiez la société de gestion pour avoir un relevé avec l’information que vous cherchez, puisque leur rapport est spécialisé et approprié pour des fins fiscales. Si la société de gestion est Canada Vie, veuillez contacter Mackenzie.

Cependant, le centre d’investissement a un rapport disponible. Vous pouvez créer un rapport qui peut vous montrer transactions, gains et pertes d’un client, mais il n’est pas pour des fins fiscales. Pour cela, veuillez suivre les instructions ci-bas. Une prise d’écran est attachée pour vous guider. 

Avant de continuer, s’il vous est possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous ai aidé aujourd'hui en répondant à notre sondage! Wealth support (swoogo.com)

1.	Sur le centre d’investissement, allez à la fenêtre de rapports.
2.	Sous les options de gestion, choisissez « Planification ».
3.	Veuillez choisir « Portefeuille » pour le type de planification.
4.	Sous les critères de sélection, choisissez « Relevés de style net à investi » pour le type.  
5.	Dans la section d’à droite, veuillez écrire le numéro du client.
6.	Veuillez choisir une date d’effet que vous voulez voir. 
7.	Sous les options de transaction, choisissez l’option « Inclure l’historique » et « Format gain/perte ». Vous pouvez aussi choisir la date que vous voudrez voir (ou vous pouvez choisir l’option « depuis la date d’entrée en vigueur »).
8.	Après que toutes les instructions sont complétées, veuillez créer le rapport.   

 

Ce rapport montre tous les fonds et transactions d’un client pendant la période choisi, et elles sont sectionnées chronologiquement.

J’espère que ces instructions vous aident. Si vous aviez des questions additionnelles sur des rapports du centre d’investissement, de taux de rendement, ou sur l’aperçu Portefeuille, n’hésitez pas à nous contacter.

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 

Bonjour Wealth Reporting,

Je n’ai toujours pas reçu de retour, svp voir les précédents courriels et m’envoyer les informations demandées.

Merci

Nicolas Gauthier
Conseiller en sécurité financière | Conseiller en régimes d'assurance collective | Représentant en investissement


ESCADRA inc. – Services financiers et Assurances de personnes
Services d’Investissement Quadrus ltée

        

Téléphone : (438) 831-2078
Courriel : Nicolas.Gauthier@escadra.ca
Adresse : 109 de la Réserve, Saint-Colomban (Québec) J5K 2V5
Adjointes / Réception : info@escadra.ca

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-11-12T17:42:47.000+0000,False,False,005OH000002iN7rYAE,2025-11-12T17:42:47.000+0000,005OH000002iN7rYAE,2025-11-12T17:42:47.000+0000,005OH000002iN7rYAE,2025-11-12T17:42:47.000+0000,(438)831-2078,(438) 831-2078,nicolas.gauthier@escadra.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fa6CEYAY,False,,23708607,003G0000018f6yXIAQ,0010A000002wP1BQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,DSFA report printing fail-Case 23541996,Medium,,False,,False,False,005OH00000AbCcLYAV,2025-11-12T18:02:24.000+0000,005OH00000AbCcLYAV,2025-11-12T18:49:24.000+0000,005OH00000AbCcLYAV,2025-11-12T18:49:24.000+0000,(519)857-8366,(519) 857-8366,ash@ashgoela.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faCRGYA2,False,,23707484,003G0000018f7kxIAA,0010A000002wPrLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,process,Medium,,True,2025-11-12T17:47:11.000+0000,False,False,005OH000006uYrkYAE,2025-11-12T17:43:48.000+0000,005OH000006uYrkYAE,2025-11-12T17:47:11.000+0000,005OH000006uYrkYAE,2025-11-12T17:47:11.000+0000,(902) 478-4953,,ron@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faCayYAE,False,,23707754,003OH00000W6fXYYAZ,001OH00000dFpzrYAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"to: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> and JP.Grig@hubcapital.ca <jp.grig@hubcapital.ca>

Bonjour Jean-Philippe,

Il a été porté à notre attention que vous avez besoin d’aide pour accéder l’Espace affaires.

Actuellement vous n’êtes pas encore inscrit sur la plateforme Espace affaires.

Pour utiliser Espace affaires vous devez faire 2 processus d’inscription :

-	Inscription pour votre nom d’utilisateur  
-	Inscription pour votre compte Espace affaires

Comment vous inscrire pour votre compte Espace affaires

Pour obtenir un nom d'utilisateur (anciennement nom d’utilisateur du RéseauRep), cliquez sur le lien ci-dessous:
 Canada-Vie RéseauRep


Si vous ne vous souvenez pas de votre nom d'utilisateur et du mot de passe de votre nom d'utilisateur, vous pouvez utiliser l'URL ci-dessous et cliquer sur les liens ci-dessous https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/LoginPage.do&requestedLanguage=fr
 
 

Si vous n’êtes pas capable de trouver votre nom d’utilisateur avec cette méthode, vous pouvez envoyer un courriel à distribution_methodology@canadalife.com et ils pourront vous confirmer votre nom d’utilisateur. 
 
Une fois que vous aurez ces détails en mains, veuillez utiliser la procédure ici-bas pour créer votre compte. Si vous préférez que l’on prenne rendez-vous au téléphone pour faire votre inscription ensemble, veuillez nous donner vos disponibilités et le meilleur numéro pour vous rejoindre. 
•	Utiliser le lien d’inscription : https://workspace.canadalife.com/s/login/SelfRegister?language=fr
•	Entrer votre identifiant (autrefois appelé identifiant RéseauRep) et votre mot de passe :
o	Le système saura, en fonction de l’identifiant, si l’utilisateur est un utilisateur de conseiller ou de support.

 
•	Cliquez sur Suivant pour accéder à la page suivante
o	Lire et accepter les conditions d’utilisation

 
•	Un courriel de vérification sera envoyé à l’adresse courriel de l’utilisateur qui a été saisie à l’étape précédent
 
•	Vérifiez l’adresse courriel en cliquant sur Vérifier maintenant
•	Vous pouvez désormais se connecter à Espace affaires : https://lifeco.force.com/workspace
Si vous éprouvez des difficultés pendant le processus d’inscription, renvoyez-nous un courriel et il nous fera plaisir de vous aider.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: November 11, 2025 8:50 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: JP.Grig@hubcapital.ca
Subject: Accès urgent à Espace Affaires – Jean-Philippe Grig (H8918)
Importance: High

Bonjour l’équipe,

Le conseiller Jean-Philippe Grig (H8918) a besoin d’un accès à Espace Affaires de toute urgence. Il a une rencontre prévue avec un client ce jeudi pour discuter de nos produits.

Merci de bien vouloir traiter cette demande immédiatement afin qu’il soit prêt à temps.

Cordialement,
Nicholas

Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 

Rendez-vous au : canadavie.com   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-12T17:48:31.000+0000,False,False,005OH00000AbCcLYAV,2025-11-12T17:48:31.000+0000,005OH00000AbCcLYAV,2025-11-12T17:53:59.000+0000,005OH00000AbCcLYAV,2025-11-12T17:53:59.000+0000,(514)574-4408,,jp.grig@hubcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faDWzYAM,False,,23707533,0030A0000029Wi4QAE,0010A000002vwOTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,workspace-how to log in,Medium,"**DDS**11/12/2025
user called regarding how to use the mfa authenticator to access her workspace.
assez user with salesforce authenticator and she was able to log in.
she also inquiired about the premium payment of her client,we did a logme in session and navigated the system together.

EMAIL=================
Bonjour Manon,

Merci d’avoir contacté le support de l’espace concernant votre soucis avec comment se connecter avec l’espace affaire , J'ai vraiment apprécié notre échange.

Lors de notre appel d’aujourd’hui, nous utilisons l’authentification salesforce pour trouver le code de vérification demandé.

ont pu se connecter à l’espace de travail et naviguer dans le système.

vous avez également demandé le paiement de la prime effectué sur l’espace de travail, nous utilisons la connexion pour naviguer et trouver la date d’échéance du paiement

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T18:06:45.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-12T17:44:38.000+0000,005OH00000AZ3ZxYAL,2025-11-12T18:11:21.000+0000,005OH00000AZ3ZxYAL,2025-11-12T18:11:21.000+0000,(450)347-7775,,j.martel@videotron.ca,(450)347-2483,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faEOFYA2,False,,23707983,0030A0000029hULQAY,0010A000002w5NaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T17:52:35.000+0000,False,False,005OH000003ds0PYAQ,2025-11-12T17:52:35.000+0000,005OH000003ds0PYAQ,2025-11-12T17:52:35.000+0000,005OH000003ds0PYAQ,2025-11-12T17:52:35.000+0000,(905)985-6282,,michael.a.stewart@edwardjones.com,(877)629-0731,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faIoPYAU,False,,23708019,003OH00000NZX0lYAH,001OH00000Sd12nYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login - INC1851893,Medium,"INC1851893 for all info
=============
Bonjour Josue,

Merci d’avoir accepté mon appel aujourd’hui.

L’équipe du Laboratoire Digital a enlevé le paramètre qui causait problème et j’ai réussi à vous aider à connecter votre compte à Salesforce Authenticator. Au final vous avez réussi à vous connecter avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-12T18:05:36.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-12T17:53:18.000+0000,005OH00000AbJ7aYAF,2025-11-12T18:05:36.000+0000,005OH00000AbJ7aYAF,2025-11-12T18:05:36.000+0000,(438)837-8095,,jsaraviaolmos@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faLfuYAE,False,,23710470,0030A0000029Zz6QAE,0010A000002vzDGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T18:31:49.000+0000,False,False,0055o000002KxmIAAS,2025-11-12T18:31:49.000+0000,0055o000002KxmIAAS,2025-11-12T18:31:50.000+0000,0055o000002KxmIAAS,2025-11-12T18:31:50.000+0000,(289)983-5587,,,(289)293-0735,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faQxFYAU,False,,23708869,0030A0000029e17QAA,0010A000002w2QsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T18:06:46.000+0000,False,False,0055o000002DK5fAAG,2025-11-12T18:06:46.000+0000,0055o000002DK5fAAG,2025-11-12T18:06:46.000+0000,0055o000002DK5fAAG,2025-11-12T18:06:46.000+0000,(519)476-6229,,chuckhall@isp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faSW1YAM,False,,23708999,0030A0000029akFQAQ,0010A000002vzrNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"11/12/2025 ***DDSS***

Support staff Danielle Lebreton , is having issues sending a policy for a signature for their Advisor Allen Byrns  . It is a Term 10 Life Application  and when they try to resend the application is asks the user to confirm the email and once they confirm the email it does not allow them to send the application to the client for their signature the send button is greyed out.

*******

Hi Danielle, thank you for contacting workspace support today.

To recap our call, you were having difficulties resending a request for signature on an application that you emailed to your client, we did a log me in session and you confirmed the email information for the client to be correct in the applicable fields however the send option is still greyed out. I have sent a ticket to my second level team to have a new link provided.",True,2025-11-12T18:51:59.000+0000,False,False,005OH00000BFQFCYA5,2025-11-12T18:08:59.000+0000,005OH00000BFQFCYA5,2025-11-12T20:00:33.000+0000,005OH00000BFQFCYA5,2025-11-12T20:00:33.000+0000,(506)854-2220,,allen@roybyrns.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faTVSYA2,False,,23711732,003G0000018f74IIAQ,0010A000002wP7cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-CRM DATA,Medium,"user called he can no longer see the crm data option to extract.
explain use the purpose of crm and the time limit to downlaod.

EMAIL===========
Hello Sukhdev,

Thank you for reaching out to Workspace Support. It was a pleasure talking with you today.

As we discuss over the phone unfortunately the time frame to extract the crm has passed and this is no longer a feature available on Workspace.

We mention if that is a feature you did not use in the passes there could be no data for you to download and as you suggest you can also take note separately.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-11-12T19:10:47.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-12T18:51:04.000+0000,005OH00000AZ3ZxYAL,2025-11-12T19:10:47.000+0000,005OH00000AZ3ZxYAL,2025-11-12T19:10:47.000+0000,(604)377-9751,(604) 377-9751,sukh@sjohalfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faYl7YAE,False,,23709604,0031600002a9N1sAAE,0010A000002wOHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,AWD,Medium,advisor called for information on client he is not the advisor for. did not provide any info. informed FA that it would be best for client to reach out again to provide clarity. could not provide general information.,True,2025-11-12T18:37:08.000+0000,False,False,005OH000006uYrkYAE,2025-11-12T18:18:08.000+0000,005OH000006uYrkYAE,2025-11-12T18:37:08.000+0000,005OH000006uYrkYAE,2025-11-12T18:37:08.000+0000,(902)401-4166,(902) 401-4166,djones@ldwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fab9YYAQ,False,,23710921,0030A0000029dIDQAY,0010A000002w1r8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"report provided

**EMAIL**

Hi John,

As mentioned in my previous email, please see below for your password-protected Excel file:
46GF5WFUHW

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day John,

Please find the attached file of the requested B5757 Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Lisa,

I have looked into the advisor’s contact information, and it is up-to-date on file with Canada Life. However, your contact information is not up-to-date hence we are unable to provide you the requested information. In the meantime, B5757 Wealth/Insurance Client Listings report will be provided to the advisor shortly due to security purposes and client sensitive data.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: Lisa at Bryan and Hedden <lisa@bryanandhedden.com> 
Sent: November 12, 2025 1:14 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; BusinessReporting <BusinessReporting@canadalife.com>
Cc: John Hedden <jhedden@bryanandhedden.com>
Subject: [EXT] Contact information update 

Hi there, Apparently my advisors contact information isn’t up to date. John Hedden B5757 He is looking at selling his practice and requires and up to date client listing report with assets. This report is rather time sensitive so require immediate
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi there,
Apparently my advisors contact information isn’t up to date.  
John Hedden B5757
He is looking at selling his practice and requires and up to date client listing report with assets.
This report is rather time sensitive so require immediate assistance. 
Please let us know what you require.
John is cc’d on this email.  
Lisa 


Good afternoon Lisa,

Our team received your request from ISP Customer Care and CANINDSERV team for the Wealth/Insurance Client Listings report. Unfortunately, it appears your contact information is not up-to-date with Canada Life to receive report information for the requested advisor code. Please reach out to Distribution_Methodology@canadalife.com and cc our team in the email to have your information updated. Once we receive confirmation, we will look this request.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Lisa Elley
Bryan and Hedden Financial
201-3380 South Service Rd. 
Burlington, Ontario L7N 3J5
905-631-8190 Ex. 200",True,2025-11-12T18:38:28.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T18:38:28.000+0000,005OH0000071DK9YAM,2025-11-12T18:38:28.000+0000,005OH0000071DK9YAM,2025-11-12T18:38:28.000+0000,(905)631-8190,(905) 541-1293,jhedden@bryanandhedden.com,(905)631-8194,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fadMeYAI,False,,23712219,003OH00000SL8aLYAT,001OH00000YUjKLYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T18:58:02.000+0000,False,False,005OH000007fgYjYAI,2025-11-12T18:58:02.000+0000,005OH000007fgYjYAI,2025-11-12T18:58:03.000+0000,005OH000007fgYjYAI,2025-11-12T18:58:03.000+0000,(581)986-5815,,olivierbelanger@conseillerbgvf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fadZWYAY,False,,23710126,003G0000018f6kdIAA,0010A000002wOmNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T18:26:21.000+0000,False,False,005OH000002N6huYAC,2025-11-12T18:26:21.000+0000,005OH000002N6huYAC,2025-11-12T18:26:21.000+0000,005OH000002N6huYAC,2025-11-12T18:26:21.000+0000,(450)536-0875X3,(514) 996-7117,alain.proulx@trinum.ca,(450)536-1827,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fagVsYAI,False,,23714719,003G0000018f70DIAQ,0010A000002wP2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:35:16.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T19:35:16.000+0000,0050A000000WjqvQAC,2025-11-12T19:35:17.000+0000,0050A000000WjqvQAC,2025-11-12T19:35:17.000+0000,(613)935-3996,(613) 551-6109,dave@bmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fako3YAA,False,,23714066,003G0000018f6gEIAQ,0010A000002wOeFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User complains of not being able to view or access their FASATWeb code,Medium,"Hello Kelly,

It was a pleasure speaking to you earlier regarding your FasatWeb access issue.

We’ve included Distribution Methodology in this email thread to assist with your FASAT Web access issue.

@Distribution Methodology Advisor KELLY EVEREST is having issue accessing their FASATWeb code F7843, since the 27OCT2025, and receives an error message “You Do not have permission to view this code” (Screenshot attached). Please advise on the reason they can’t access their code and if it can be added to their FASAT Web.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T20:10:12.000+0000,False,False,005OH00000AbCcLYAV,2025-11-12T19:26:08.000+0000,005OH00000AbCcLYAV,2025-11-12T20:24:50.000+0000,005OH00000AbCcLYAV,2025-11-12T20:24:50.000+0000,(705)746-7532,(705) 746-0128,kelly@soundwealthfinancial.ca,(705)746-7532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000famD5YAI,False,,23715036,0030A0000029oAYQAY,0010A000002wAsFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:40:06.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T19:40:06.000+0000,005OH000004oiYEYAY,2025-11-12T19:40:07.000+0000,005OH000004oiYEYAY,2025-11-12T19:40:07.000+0000,(519)641-0778,,stasaw@rogers.com,(519)641-0778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000famGFYAY,False,,23711885,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T18:53:28.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T18:53:28.000+0000,0050A000000WjqvQAC,2025-11-12T18:53:28.000+0000,0050A000000WjqvQAC,2025-11-12T18:53:28.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fanp2YAA,False,,23711760,0030A0000029gciQAA,0010A000002w4cjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA Request,Medium,"****DDS****11/12/25 

 
 
============================================================================================
 
****Email Chain****

Bonjour Eric,

Merci d’avoir contacté l’équipe du Soutien Technique de l’Espace Affaires.  

Comme mentionné lors de notre appel, veuillez remplir le formulaire ci-joint d’accès à titre de tiers retourné dument signé et complété à l’adresse courriel suivante : distribution_methodology@canadalife.com. 

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T19:02:21.000+0000,False,False,005OH0000097FtCYAU,2025-11-12T18:51:32.000+0000,005OH0000097FtCYAU,2025-11-12T19:02:21.000+0000,005OH0000097FtCYAU,2025-11-12T19:02:21.000+0000,(819)378-2371,8198408545,eric.leblanc@ig.ca,(819)378-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fao1uYAA,False,,23711922,003OH00000XXA7NYAX,001OH00000fjWPbYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T18:54:00.000+0000,False,False,005OH000007fgYjYAI,2025-11-12T18:54:00.000+0000,005OH000007fgYjYAI,2025-11-12T18:54:00.000+0000,005OH000007fgYjYAI,2025-11-12T18:54:00.000+0000,(514)797-0300,,toacaada@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faq0ZYAQ,False,,23715325,003OH00000VwWp5YAF,001OH00000d1oShYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:44:57.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T19:44:57.000+0000,005OH000004oiYEYAY,2025-11-12T19:44:57.000+0000,005OH000004oiYEYAY,2025-11-12T19:44:57.000+0000,(519)359-0176,,brad.ross@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faqWjYAI,False,,23711390,0031600002G7TxKAAV,0010A000002wNGnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T18:45:14.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T18:45:14.000+0000,0050A000000WjqvQAC,2025-11-12T18:45:15.000+0000,0050A000000WjqvQAC,2025-11-12T18:45:15.000+0000,(613) 232-4577x105,,asaint@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000farfhYAA,False,,23711508,0030A0000029VWrQAM,0010A000002vvPyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 12th, 2025 ***
User needed help connecting his MFA. Installed, connected and used it to sign in.
Email: christian.babineau@sfl.ca
==============
Bonjour Christian,

C’était un plaisir de vous parler aujourd’hui pour vous aider à vous connecter à votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à connecter votre compte à l’application Google Authenticator. Au final, vous avez réussi à vous connecter avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-12T18:56:25.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-12T18:47:09.000+0000,005OH00000AbJ7aYAF,2025-11-12T18:56:25.000+0000,005OH00000AbJ7aYAF,2025-11-12T18:56:25.000+0000,(819)477-5300,(819) 479-4047,christian.babineau@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000farvpYAA,False,,23711528,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,discussed forms needed. sent email.,True,2025-11-12T18:55:02.000+0000,False,False,005OH000006uYrkYAE,2025-11-12T18:47:28.000+0000,005OH000006uYrkYAE,2025-11-12T18:55:02.000+0000,005OH000006uYrkYAE,2025-11-12T18:55:02.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fatCtYAI,False,,23712069,0035o000007MdRDAA0,0015o00000843piAAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Sal,

As mentioned in my previous email, please see below for your password-protected Excel file:
RHZFTPMR89

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.







Good day Sal,

Thank you for your response. Please find the attached file of the requested Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Wadi, Sal <Sal.Wadi@ig.ca> 
Sent: November 13, 2025 9:25 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: [EXT] Client Listing Request /Case23712069

Sal Wadi E5348 Best regards, Sal Wadi, CFA, CFP, RRC → Click Here To Book A Meeting Senior Advisor 102-1 Riverside Drive West, Windsor ON N9A 5K3 Tel 647-466-3859 Email Sal. wadi@ ig. ca IG Wealth Management Inc. , Firm in Financial Planning - Mutual
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Sal Wadi
E5348    


Best regards,

Sal Wadi,  CFA, CFP, RRC               → Click Here To Book A Meeting 
Senior Advisor 
102-1 Riverside Drive West, Windsor ON N9A 5K3 
Tel 647-466-3859      Email Sal.wadi@ig.ca
 
IG Wealth Management Inc., Firm in Financial Planning - Mutual Fund Division
Member of Power Financial Corporation group of companies
Disclaimer: Please note trade instructions received by email, fax, or text may not be processed until I've had the opportunity to review your file and discuss the transaction request. Consequently no pricing is guaranteed by leaving the message. This e-mail is intended only for the person(s) named above and may contain information that is privileged and confidential.  If you are not an intended recipient of this e-mail you are hereby notified that any retaining, disseminating, distribution or copying is strictly prohibited. Please notify us if you have received this in error. Thank you for your cooperation. If you no longer wish to receive these emails, please reply with “Unsubscribe” in the subject line, and I will remove this email address from my mailing list.



Good afternoon Sal,

Our team received your request for the Insurance Client Listings report. Could you please provide us the advisor’s name and advisor code (ex. MGA/Canada Life commission code, five-characters long) for us to look into?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Please handle

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Tomas Cuberos
Customer Service Specialist
Canadian Operations – Wealth
Phone: (519)931-5112 tomas.cuberos@canadalife.com 


 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: ISP Customer Care 
Sent: November 6, 2025 11:55 AM
To: ISP Customer Care 
Subject: FW: MSGattachmentRenewal information

Hi Sal, 

Thank you for contacting Workspace Support. 

There is a term renewals and conversions template that allow to view the conversion and renewals for the next 60 days. Unfortunately, this report is limited to showing renewals in the next 60 days and cant be modified to extend this duration. So you wouldn’t be able to view renewal for 2026 in this report. Only for the next 60 days (and only for the advisors which granted you delegation to their book of business). 

If you still want to take a look at this report, you must click on All reports, and type workspace upcoming in the search field : “Workspace Upcoming” (make sure you select the All Reports selection on the left pane as per number 2 of the screenshot below) : 

 


I know that isp_customer_care@canadalife.com can provide book of business reports to users. I don’t know if these reports would contain additional data you could be interested in. But you can send them an email and ask them if their reports contain renewal information. 

Have a wonderful day!



If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


Warm Regards, 

Carl D.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Davis, Maria <Maria.Davis@canadalife.com> 
Sent: Tuesday, October 28, 2025 12:38 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Wadi, Sal <sal.wadi@ig.ca>
Subject: FW: [EXT] RE: Policies held

Hi

Would you please provide instructions for Sal to download a report from workspace?

See email below

Thank you!
Maria 


From: Wadi, Sal <Sal.Wadi@ig.ca> 
Sent: October 28, 2025 3:32 PM
To: Davis, Maria <Maria.Davis@canadalife.com>
Subject: RE: [EXT] RE: Policies held

Hello Maria, Can you please help me obtain a list of clients that hold a policy with Canadalife, their maturity and renewal date, estimated premium increase, and the final date of conversion to WL It would be greatly appreciated. Thank you Best

Hello Maria,

Can you please help me obtain a list of clients that hold a policy with Canadalife, their maturity and renewal date, estimated premium increase, and the final date of conversion to WL

It would be greatly appreciated. Thank you 


Best regards,

Sal Wadi, CFA, CFP, RRC → Click Here To Book A Meeting 
Senior Advisor 
102-1 Riverside Drive West, Windsor ON N9A 5K3 
Tel 647-466-3859 Email Sal.wadi@ig.ca
 
IG Wealth Management Inc., Firm in Financial Planning - Mutual Fund Division
Member of Power Financial Corporation group of companies
Disclaimer: Please note trade instructions received by email, fax, or text may not be processed until I've had the opportunity to review your file and discuss the transaction request. Consequently no pricing is guaranteed by leaving the message. This e-mail is intended only for the person(s) named above and may contain information that is privileged and confidential. If you are not an intended recipient of this e-mail you are hereby notified that any retaining, disseminating, distribution or copying is strictly prohibited. Please notify us if you have received this in error. Thank you for your cooperation. If you no longer wish to receive these emails, please reply with “Unsubscribe” in the subject line, and I will remove this email address from my mailing list.



From: Razak, Aniza <Aniza.Razak@canadalife.com> 
Sent: October 28, 2025 10:58 AM
To: Wadi, Sal <Sal.Wadi@ig.ca>
Subject: [EXT] RE: Policies held

Hi Sal,

I do not have access to this. Please reach out to your wholesale.
I believe your office location will be under Maria Davis.

Hope this clarifies.

Kind regards,

Aniza Razak (she/her)
New Business Coordinator | Insurance New Business Underwriting and Operations
aniza.razak@canadalife.com | 1-833-306-6335

Mailing Address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON N6A 4K1

Placing requirements email: policyplacing@canadalife.com 

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 

Melecia Goulbourne
Client Service Processor
Central Services and Strategy | Individual Wealth
Individual Customer - T424-1 I Phone: 226-908-1692 I Email:Melecia.Goulbourne@Canadalife.com

 


From: Wadi, Sal 
Sent: November 6, 2025 11:49 AM
To: ISP Customer Care 
Cc: Davis, Maria ; CL Workspace Support 
Subject: MSGattachmentRenewal information

Hello, Can you please send me a report of all the insurances held with Canadalife under my advisor code as I want to contact all clients with upcoming renewals or conversion dates that are near. I’ve been told by other advisors that obtaining
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd
Hello,

Can you please send me a report of all the insurances held with Canadalife under my advisor code as I want to contact all clients with upcoming renewals or conversion dates that are near.

I’ve been told by other advisors that obtaining this information was easy and to have simply email the Sales rep at Canada life.

Thank you


Best regards,

Sal Wadi, CFA, CFP, RRC → Click Here To Book A Meeting 
Senior Advisor 
102-1 Riverside Drive West, Windsor ON N9A 5K3 
Tel 647-466-3859 Email Sal.wadi@ig.ca
 
IG Wealth Management Inc., Firm in Financial Planning - Mutual Fund Division
Member of Power Financial Corporation group of companies
Disclaimer: Please note trade instructions received by email, fax, or text may not be processed until I've had the opportunity to review your file and discuss the transaction request. Consequently no pricing is guaranteed by leaving the message. This e-mail is intended only for the person(s) named above and may contain information that is privileged and confidential. If you are not an intended recipient of this e-mail you are hereby notified that any retaining, disseminating, distribution or copying is strictly prohibited. Please notify us if you have received this in error. Thank you for your cooperation. If you no longer wish to receive these emails, please reply with “Unsubscribe” in the subject line, and I will remove this email address from my mailing list.",True,2025-11-12T18:56:00.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T18:56:00.000+0000,005OH0000071DK9YAM,2025-11-13T20:29:26.000+0000,005OH0000071DK9YAM,2025-11-13T20:29:26.000+0000,(519)253-3553,,sal.wadi@ig.ca,(519)253-8064,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fatrGYAQ,False,,23713075,003OH000001U7jTYAS,001OH000001mKLpYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:11:09.000+0000,False,False,005OH00000865wTYAQ,2025-11-12T19:11:09.000+0000,005OH00000865wTYAQ,2025-11-12T19:11:09.000+0000,005OH00000865wTYAQ,2025-11-12T19:11:09.000+0000,(587)456-0365,,laura.brown@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fauIbYAI,False,,23711710,0035o000007WVJhAAO,0015o000008D00YAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Issue Accessing Code of Conduct in QDA Workspace account,Medium,"Cleared cache and cookies and we were able to access the code of conduct in Learning Centre
=========================emails========================
Bonjour Patrick,

Je suis content que nous aillons pu resoudre votre problèmes pour votre code de conduite. 

Si jamais vous avez des questions, n’hesitez pas à recommuniquer avec nous. 

Bonne journée!

Ce fut un plaisir de vous aider! 😊 Si vous pouviez m’accorder 5 secondes de votre précieux temps, veuillez cliquer sur ce lien pour évaluer mon service et partager vos idées sur notre plateforme Espace affaires. Vos commentaires nous aident à améliorer continuellement : court sondage

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Monday, November 10, 2025 5:03 PM
To: patrick <patrick@dsf-dubois.ca>
Cc: Learning Centre Administrator <LearningCentreAdministrator@canadalife.com>
Subject: RE: Rappel de compléter l'activité : Code de conduite 2025-2026

Bonjour Patrick, 

Je viens de vous envoyer une invitation pour mercredi. Si l’heure ne vous convient pas, renvoyer nous un courriel avec vos disponibilités. 

Bonne fin de soirée!


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Patrick Dubois DSF <patrick@dsf-dubois.ca> 
Sent: Monday, November 10, 2025 3:48 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Learning Centre Administrator <LearningCentreAdministrator@canadalife.com>
Subject: [EXT] RE: Rappel de compléter l'activité : Code de conduite 2025-2026

Oui je le suis Merci! http: //www. dsf-dubois. ca/ Tel. : 450-314-1922 Sans frais 1-888-439-0707 Fax. : 514-907-7603 SIMPLICITÉ/EFFICACITÉ +25 ans déjà Depuis 1996 / since 1996 +25 years already [Avis de confidentialité] Le contenu de ce message, incluant
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Oui je le suis



Merci!

http://www.dsf-dubois.ca/
Tel.:450-314-1922
Sans frais 1-888-439-0707
Fax.:514-907-7603
 
SIMPLICITÉ/EFFICACITÉ
+25 ans déjà
Depuis 1996 / since 1996
+25 years already

[Avis de confidentialité] Le contenu de ce message, incluant tout document joint, est confidentiel et s’adresse exclusivement à son destinataire. Si vous n’êtes pas ce destinataire, soyez avisé que la lecture de ce document, sa reproduction et sa distribution sont strictement interdites. En pareil cas, veuillez immédiatement aviser l’émetteur de l’erreur et détruire intégralement ce message. Prenez également note que le mode de transmission de ce message ne permet pas d’en garantir l’intégrité.
 
[Notice of confidentiality] The information contained in this e-mail and all attachments is confidential and is for the sole use of its intended recipient. If you are not the intended recipient, please note that it is strictly forbidden to read copy or distribute this document. If you receive this message in error, please notify the sender immediately and delete this message and all attachments from your system. Considering its mode of transmission, the integrity of this message cannot be guaranteed.

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 10 novembre 2025 12:25
À : Patrick Dubois DSF <patrick@dsf-dubois.ca>
Cc : Learning Centre Administrator <LearningCentreAdministrator@canadalife.com>
Objet : RE: Rappel de compléter l'activité : Code de conduite 2025-2026

Bonjour Patrick, 

Je ne suis malhereusement pas disponible demain.

Seriez vous disponible mercredi pm? 

Si vous n’êtes pas disponible mercredi pm je demanderai à un collegue de céduler un appel avec vous demain. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Patrick Dubois DSF <patrick@dsf-dubois.ca> 
Sent: Friday, November 7, 2025 12:39 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Learning Centre Administrator <LearningCentreAdministrator@canadalife.com>
Subject: [EXT] RE: Rappel de compléter l'activité : Code de conduite 2025-2026

Maintenant ou Mardi prochain en pm Merci! http: //www. dsf-dubois. ca/ Tel. : 450-314-1922 Sans frais 1-888-439-0707 Fax. : 514-907-7603 SIMPLICITÉ/EFFICACITÉ +25 ans déjà Depuis 1996 / since 1996 +25 years already [Avis de confidentialité] Le contenu

Maintenant ou Mardi prochain en pm
Merci!
http://www.dsf-dubois.ca/
Tel.:450-314-1922
Sans frais 1-888-439-0707
Fax.:514-907-7603
SIMPLICITÉ/EFFICACITÉ
+25 ans déjà
Depuis 1996 / since 1996
+25 years already
[Avis de confidentialité] Le contenu de ce message, incluant tout document joint, est confidentiel et s’adresse exclusivement à son destinataire. Si vous n’êtes pas ce destinataire, soyez avisé que la lecture de ce document, sa reproduction et sa distribution sont strictement interdites. En pareil cas, veuillez immédiatement aviser l’émetteur de l’erreur et détruire intégralement ce message. Prenez également note que le mode de transmission de ce message ne permet pas d’en garantir l’intégrité.
[Notice of confidentiality] The information contained in this e-mail and all attachments is confidential and is for the sole use of its intended recipient. If you are not the intended recipient, please note that it is strictly forbidden to read copy or distribute this document. If you receive this message in error, please notify the sender immediately and delete this message and all attachments from your system. Considering its mode of transmission, the integrity of this message cannot be guaranteed.
De : Workspace Support 
Envoyé : 7 novembre 2025 13:24
À : Patrick Dubois DSF 
Cc : Learning Centre Administrator 
Objet : RE: Rappel de compléter l'activité : Code de conduite 2025-2026
Bonjour Patrick, 
Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires. 
Pouvez-vous nous donner vos disponiblités pour un appel un pm la semaine prochaine? 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE. 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
Merci, 
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)   
Opérations Canada 
T: 1-888-999-4516   
C: SoutiensEspaceAffaires@canadavie.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Learning Centre Administrator <LearningCentreAdministrator@canadalife.com> 
Sent: Thursday, November 6, 2025 12:39 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: patrick <patrick@dsf-dubois.ca>; Learning Centre Administrator <LearningCentreAdministrator@canadalife.com>
Subject: RE: Rappel de compléter l'activité : Code de conduite 2025-2026
Hi Workspace Support,
Patrick Dubois is attempting to complete a required course on The Learning Centre. It is only assigned on their Quadrus Direct aligned account, which is set up to be accessed from Workspace. They have gone in through their MGA aligned account and can’t access the course. 
Can you please assist them in logging in through their Quadrus Direct aligned Workspace account to navigate to the correct Learning Centre account?
Thank you,
Ada | The Learning Centre
Learning & Performance Enablement 
255 Dufferin Ave, London, ON N6A 4K1 
 LearningCentreAdministrator@canadalife.com
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Patrick Dubois DSF <patrick@dsf-dubois.ca> 
Sent: November 4, 2025 3:53 PM
To: Learning Centre Administrator <LearningCentreAdministrator@canadalife.com>
Subject: [EXT] RE: Rappel de compléter l'activité : Code de conduite 2025-2026
Je suis sous Quadrus : Merci! http: //www. dsf-dubois. ca/ Tel. : 450-314-1922 Sans frais 1-888-439-0707 Fax. : 514-907-7603 SIMPLICITÉ/EFFICACITÉ +25 ans déjà Depuis 1996 / since 1996 +25 years already [Avis de confidentialité] Le contenu de ce message,
Je suis sous Quadrus :
 
Merci!
http://www.dsf-dubois.ca/
Tel.:450-314-1922
Sans frais 1-888-439-0707
Fax.:514-907-7603
SIMPLICITÉ/EFFICACITÉ
+25 ans déjà
Depuis 1996 / since 1996
+25 years already
[Avis de confidentialité] Le contenu de ce message, incluant tout document joint, est confidentiel et s’adresse exclusivement à son destinataire. Si vous n’êtes pas ce destinataire, soyez avisé que la lecture de ce document, sa reproduction et sa distribution sont strictement interdites. En pareil cas, veuillez immédiatement aviser l’émetteur de l’erreur et détruire intégralement ce message. Prenez également note que le mode de transmission de ce message ne permet pas d’en garantir l’intégrité.
[Notice of confidentiality] The information contained in this e-mail and all attachments is confidential and is for the sole use of its intended recipient. If you are not the intended recipient, please note that it is strictly forbidden to read copy or distribute this document. If you receive this message in error, please notify the sender immediately and delete this message and all attachments from your system. Considering its mode of transmission, the integrity of this message cannot be guaranteed.
De : Learning Centre Administrator <LearningCentreAdministrator@canadalife.com> 
Envoyé : 4 novembre 2025 15:43
À : Patrick Dubois DSF <patrick@dsf-dubois.ca>
Cc : Learning Centre Administrator <LearningCentreAdministrator@canadalife.com>
Objet : RE: Rappel de compléter l'activité : Code de conduite 2025-2026
Bonjour Patrick,
Vous êtes dans le mauvais compte. Vous devez vous connecter à l’espace affaires avec la liste déroulante Quadrus - pas la liste déroulante AGA. Le code de conduite est une exigence de conformité de Canada Vie, qui ne peut être remplie que par l’entremise de votre compte aligné du centre d’apprentissage de Quadrus. Vous ne pourrez pas le voir si vous continuez à vous connecter à votre compte aligné AGA. 
Veuillez contacter WorkspaceSupport@canadalife.com si vous avez besoin d’aide pour vous connecter au bon compte l’espace affaires.
Merci,
Le Centre d’Apprentissage
255 Dufferin Ave, London, ON N6A 4K1 
 LearningCentreAdministrator@canadalife.com
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Patrick Dubois DSF <patrick@dsf-dubois.ca> 
Sent: November 4, 2025 2:33 PM
To: Learning Centre Administrator <LearningCentreAdministrator@canadalife.com>
Subject: [EXT] RE: Rappel de compléter l'activité : Code de conduite 2025-2026
Bonjour Je ne vois pas ou trouver la formation obligatoire : Merci! http: //www. dsf-dubois. ca/ Tel. : 450-314-1922 Sans frais 1-888-439-0707 Fax. : 514-907-7603 SIMPLICITÉ/EFFICACITÉ +25 ans déjà Depuis 1996 / since 1996 +25 years already [Avis de
Bonjour
Je ne vois pas ou trouver la formation obligatoire :
 
Merci!
http://www.dsf-dubois.ca/
Tel.:450-314-1922
Sans frais 1-888-439-0707
Fax.:514-907-7603
SIMPLICITÉ/EFFICACITÉ
+25 ans déjà
Depuis 1996 / since 1996
+25 years already
[Avis de confidentialité] Le contenu de ce message, incluant tout document joint, est confidentiel et s’adresse exclusivement à son destinataire. Si vous n’êtes pas ce destinataire, soyez avisé que la lecture de ce document, sa reproduction et sa distribution sont strictement interdites. En pareil cas, veuillez immédiatement aviser l’émetteur de l’erreur et détruire intégralement ce message. Prenez également note que le mode de transmission de ce message ne permet pas d’en garantir l’intégrité.
[Notice of confidentiality] The information contained in this e-mail and all attachments is confidential and is for the sole use of its intended recipient. If you are not the intended recipient, please note that it is strictly forbidden to read copy or distribute this document. If you receive this message in error, please notify the sender immediately and delete this message and all attachments from your system. Considering its mode of transmission, the integrity of this message cannot be guaranteed.
De : Learning Centre Administrator <LearningCentreAdministrator@canadalife.com> 
Envoyé : 4 novembre 2025 11:50
À : Patrick Dubois DSF <patrick@dsf-dubois.ca>
Cc : Learning Centre Administrator <LearningCentreAdministrator@canadalife.com>
Objet : RE: Rappel de compléter l'activité : Code de conduite 2025-2026
Bonjour Patrick,
Nous avons confirmé que le code de conduite vous est attribué et disponible sur la page d’accueil de votre compte. Cependant, vous avez deux comptes de centre d’apprentissage actifs. L’un est aligné à votre espace affaires Quadrus Direct et l’autre est aligné à votre espace affaires AGA. 
Vous devez ouvrir une session dans votre espace affaires Quadrus Direct, car le devoir ne peut être affiché et complété que sur ce compte. 
Faites-nous savoir si vous avez des questions.
Merci,
Le Centre d’Apprentissage
255 Dufferin Ave, London, ON N6A 4K1 
 LearningCentreAdministrator@canadalife.com
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Patrick Dubois DSF <patrick@dsf-dubois.ca> 
Sent: November 1, 2025 9:29 AM
To: Learning Centre Administrator <LearningCentreAdministrator@canadalife.com>
Subject: [EXT] Re: Rappel de compléter l'activité : Code de conduite 2025-2026
Bonjour Une le centre d apprentissage ouvert, cette formation n y est pas. L aurais je déjà compléter ? Le 7 oct. 2025 02 h 06, learningcentreadministrator@ canadalife. com a écrit : Ceci est un rappel vous indiquant que vous disposez de 30 jours
Bonjour 
Une le centre d apprentissage ouvert, cette formation n y est pas.
L aurais je déjà compléter ?
Le 7 oct. 2025 02 h 06, learningcentreadministrator@canadalife.com a écrit :
Ceci est un rappel vous indiquant que vous disposez de 30 jours pour terminer l'activité suivante qui vous a été attribuée.

Activité : Code de conduite 2025-2026
Date d'échéance : 2025-11-06
Pour plus d'informations sur cette activité ou sur la tâche attribuée, cliquez sur le lien suivant : https://CANADALIFE.sumtotal.host/core/pillarRedirect?relyingParty=LM&lang=fr-ca&url=app/management/LMS_ActDetails.aspx%3FActivityId%3D12939%26UserMode%3D0

Ce message a été envoyé automatiquement par le Centre d’apprentissage - learningcentreadministrator@canadavie.com.",True,2025-11-12T18:50:32.000+0000,False,False,0055o000001zVCKAA2,2025-11-12T18:50:32.000+0000,0055o000001zVCKAA2,2025-11-12T18:50:32.000+0000,0055o000001zVCKAA2,2025-11-12T18:50:32.000+0000,(450)314-1922,,patrick@dsf-dubois.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000faxGVYAY,False,,23713385,003G0000019nCBpIAM,0010A000002wQ8lQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"*** DDS 12NOV2025 ***
001OH00000b8JHzYAM, 001OH00000cmozVYAQ, 001OH00000cn4b2YAA
didnt use swoogo or provide URLs, emailed CIS to merge CL accounts:

------------------------------------
Hello CIS team!

Can you please merge the following three CL accounts?

Corporate name: AZTEC ENGINEERING INC
Policy #'s: 60904241T, 60896479T, 60505249T/C734123T/etc
CIS client ID’s: 1494104504, 5394685572, 0599901464

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Thank you! 😊 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
-----------------------------------------------
Hello Natasha,

Thank you for contacting Workspace Support for the merge issue below. I’ve amended the user’s accounts in our system; you should find that the accounts merge automatically in 2-4 business days. If they haven’t merged after that time, please reach out and I’ll investigate further. Please note - If you should have any merge requests in the future, the best way to submit your merge request is through Workspace. This will ensure we have all the necessary information to support you. If you navigate to the Overview page, you will see the following tile that will guide you in providing the required details: 
  
 
 


I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Natasha Anderson <natasha.anderson@neilandassociates.ca> 
Sent: October 30, 2025 5:37 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Merge- Aztec Engineering Inc - C23713385

Good afternoon, There are three Aztec Engineering Inc. accounts on workspace. Could these policies be merged with the main Aztec account that contains 20 policies ? 60896479T- Jason Kolosky 60904241T- Erich Pyde Thank you Natasha Anderson Individual
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon,

  There are three Aztec Engineering Inc. accounts on workspace. Could these policies be merged with the main Aztec account that contains 20 policies ?

60896479T- Jason Kolosky
60904241T- Erich Pyde

Thank you
Natasha Anderson
Individual Client Operations Specialist
10715 – 102 Street
Grande Prairie, AB T8V 2X1
Ph: (780) 539-5943 Fax: (780) 513-2262 
Toll Free 1-888-274-0179
www.neilandassociates.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. We have taken precautions against viruses, but take no responsibility for loss or damage caused by an virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T21:02:01.000+0000,False,False,005OH000006wv2TYAQ,2025-11-12T19:15:55.000+0000,005OH000006wv2TYAQ,2025-11-12T21:02:01.000+0000,005OH000006wv2TYAQ,2025-11-12T21:02:01.000+0000,(780)539-5943,(780) 933-2460,carrie@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fayakYAA,False,,23712051,0030A000003LxmQQAS,0010A0000048GWrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T18:55:44.000+0000,False,False,005OH000002iJPDYA2,2025-11-12T18:55:44.000+0000,005OH000002iJPDYA2,2025-11-12T18:55:44.000+0000,005OH000002iJPDYA2,2025-11-12T18:55:44.000+0000,(604)518-6668,6045186668,yuki.yu@canperfect.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fb143YAA,False,,23716426,0030A0000029VnfQAE,0010A000002vvfUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*** DDS Nov 12th, 2025 ***
Authenticated, disconnected and reconnected MFA with advisor and advisor's associate. Sign in successful.
==============
Bonjour Faiza,

C’était un plaisir de vous avoir eu au téléphone avec An pour vous aider à réinitialiser la connexion avec l’application d’authentification.

Durant notre appel, vous avez réinitialisé le mot de passe, j’ai déconnecté l’authentificateur précédent et je vous ai aidé à connecter le nouvel authentificateur. Au final vous vous êtes connecté au compte Espace Affaires avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-12T20:18:45.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-12T20:01:02.000+0000,005OH00000AbJ7aYAF,2025-11-12T20:18:45.000+0000,005OH00000AbJ7aYAF,2025-11-12T20:18:45.000+0000,(514)331-3434,,info@planimedic.com,(514)335-4433,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fb3FTYAY,False,,23714559,003G0000018f7jYIAQ,0010A000002wPpwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:33:01.000+0000,False,False,0050A000000XQhmQAG,2025-11-12T19:33:01.000+0000,0050A000000XQhmQAG,2025-11-12T19:33:01.000+0000,0050A000000XQhmQAG,2025-11-12T19:33:01.000+0000,(709)237-4122,(709) 682-6275,sneil@murphyneil.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fb4rVYAQ,False,,23713845,003OH00000X364QYAR,001OH00000ex65xYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:22:29.000+0000,False,False,005OH00000865wTYAQ,2025-11-12T19:22:29.000+0000,005OH00000865wTYAQ,2025-11-12T19:22:30.000+0000,005OH00000865wTYAQ,2025-11-12T19:22:30.000+0000,(403)346-2041X2214,,ashley.kramer@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fb7m9YAA,False,,23715451,0030A0000029VmHQAU,0010A000002vveGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:46:49.000+0000,False,False,0055o000001h4cFAAQ,2025-11-12T19:46:49.000+0000,0055o000001h4cFAAQ,2025-11-12T19:46:49.000+0000,0055o000001h4cFAAQ,2025-11-12T19:46:49.000+0000,(204)987-7706,,brad.sarna@scottwolfe.ca,(204)987-7705,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbBsvYAE,False,,23713353,0035o000006n4VPAAY,0015o000007O0lrAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Report error message on IC,Medium,"**EMAIL**
Hi Chelsey,

Thank you for reaching out to Wealth Reporting Support team.

I understand you are experiencing some technical difficulties generating the report below. I have attached some recommendations that could help resolve this issue. Please let me know if you have any questions.

 
1.	If you have access to more than one advisor code, please ensure the advisor code selected is aligned to the following client when generating the report. This can be confirmed by selecting Preferences at the top right-hand corner of Investment Centre and to make the following changes. And to confirm which advisor code the client is under, please search for the Client under Contacts tab. Then select the following client and go to Client > Details.
 
 	 
 
2.	Please delete your browser cookies and site data. Please view instructions below for Google Chrome and Microsoft Edge.

3.	Please ensure your browser pop-ups are not disabled for Investment Centre as the generated reports will be prompt in another browser page or under “Downloads”.

4.	 Please try to use an alternative browser like Google/Microsoft Edge to see if that will help resolve the issue.



Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chelsey Tutte <chelsey@infinitiwealth.com> 
Sent: November 7, 2025 11:38 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] Statement Print Out- Error Message

Hi there, I have been having an ongoing issue with my investment center it I am unable to generate a portfolio report of any sort. It try’s to generate it and then I keep getting the same error message. If you can please assist. Thank you, Chelsey
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

I have been having an ongoing issue with my investment center it I am unable to generate a portfolio report of any sort. It try’s to generate it and then I keep getting the same error message. 
 
If you can please assist. 


Thank you,



Chelsey Tutte
Financial Security Advisor
Infiniti Wealth
Gaoler’s Mews, The Gastown District
#219 – 209 Carrall St., Vancouver, BC, V6B 2J2
T: (604) 329-0513",True,2025-11-12T19:15:25.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T19:15:25.000+0000,005OH0000071DK9YAM,2025-11-12T19:16:38.000+0000,005OH0000071DK9YAM,2025-12-13T02:01:49.000+0000,(604)685-6521,,chelsey@infinitiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbBuZYAU,False,,23715150,0030A00000CghpSQAR,0010A00000DICdCQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:41:53.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T19:41:53.000+0000,0050A000000WjqvQAC,2025-11-12T19:41:53.000+0000,0050A000000WjqvQAC,2025-11-12T19:41:53.000+0000,(613)447-4586,(613) 447-4586,alexlacelle@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbCfJYAU,False,,23713427,0035o000005I2l8AAC,0015o000005qxNFAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:16:32.000+0000,False,False,005OH00000865wTYAQ,2025-11-12T19:16:32.000+0000,005OH00000865wTYAQ,2025-11-12T19:16:32.000+0000,005OH00000865wTYAQ,2025-11-12T19:16:32.000+0000,(825)540-5950,,jeff.goldmintz@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbCyhYAE,False,,23714883,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:37:51.000+0000,False,False,005OH00000AdAzSYAV,2025-11-12T19:37:51.000+0000,005OH00000AdAzSYAV,2025-11-12T19:37:52.000+0000,005OH00000AdAzSYAV,2025-11-12T19:37:52.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbFmsYAE,False,,23714128,003OH00000X3GdDYAV,001OH00000ex65dYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:26:53.000+0000,False,False,005OH00000865wTYAQ,2025-11-12T19:26:53.000+0000,005OH00000865wTYAQ,2025-11-12T19:26:53.000+0000,005OH00000865wTYAQ,2025-11-12T19:26:53.000+0000,(403)875-8851,,dale.parry@eauclairepartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbGpPYAU,False,,23714953,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:39:00.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T19:39:00.000+0000,005OH000004oiYEYAY,2025-11-12T19:39:01.000+0000,005OH000004oiYEYAY,2025-11-12T19:39:01.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbJFPYA2,False,,23714657,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:34:26.000+0000,False,False,005OH000003ds0PYAQ,2025-11-12T19:34:26.000+0000,005OH000003ds0PYAQ,2025-11-12T19:34:27.000+0000,005OH000003ds0PYAQ,2025-11-12T19:34:27.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbJP4YAM,False,,23714560,003G0000018f6U4IAI,0010A000002wOQmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:33:01.000+0000,False,False,005OH00000AdAzSYAV,2025-11-12T19:33:01.000+0000,005OH00000AdAzSYAV,2025-11-12T19:33:02.000+0000,005OH00000AdAzSYAV,2025-11-12T19:33:02.000+0000,(289)337-5491X24,(905) 517-0404,bbrady@bbfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbLiiYAE,False,,23717140,003G0000018f7ykIAA,0010A000002wQ4hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Mike,

As mentioned in my previous email, please see below for your password-protected Excel file:
X23EFUXBS4

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Mike,

Please find the attached file of W1332 Wealth Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Julie,

The codes provided, A3065 is aligned to CL Channel and W1332 is aligned to ADSL Channel on Siebel. If the advisor requires a client listing for A3065, the contact information would need to be updated. Nonetheless, I will provide W1332 client listing (wealth) to mike@entrustfs.ca shortly.

 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 12, 2025 1:00 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Thank you, this advisor has never been a direct advisor, he has always been an Indirect advisor and has always used the same email address. 

 

I am not understanding what they need to update and neither is the advisor.  Nothing has changed on their end. 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 12, 2025 12:57 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Hi Julie,

Both advisor codes are active, however it appears the advisor’s contact information (email address) do not align on Siebel under their Direct vs. Indirect Channel for us to send the information. Please have the contact information updated via Contracts&Compensation@canadalife.com, for us to fulfil this request.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 12, 2025 12:40 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Hello 
I spoke with the advisor office and they are very concerned.  I looked up the code on Seibel, code A3065 is showing active until 2026 

 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 11, 2025 4:51 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Good afternoon Julie,

Unfortunately, it appears Michael Shawn’s contact is not up-to-date on file with Canada Life (Direct and Indirect Channel) to receive the requested information. Please have the advisor reach out to Contracts&Compensation@canadalife.com to have the information updated for us to fulfil this request.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 6, 2025 3:21 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Hello 
There were two codes in Siebel

A3065
W1332

Thank you, have a great day

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 6, 2025 3:00 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Good afternoon Julie,

For a Wealth Client Listings report, could you please provide us the advisor’s code (ex. Canada Life/MGA/Producer/ADSL, five-characters long) for us to look into?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: October 31, 2025 11:21 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: AUM (on behalf of Mike Shawn)

Hello
The advisor has requested a B101A report to be sent to their email. 
Thank you, have a great day. 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Tracy White 
Sent: October 30, 2025 4:20 PM
To: Shearing, Julie 
Subject: [EXT] AUM (on behalf of Mike Shawn)

Good afternoon Julie, We hope you are doing well! Mike asked me to reach out to you to request a current report number B101a, as per below. Thank you and take care 😊 Tracy White Marketing Assistant Entrust Financial Services Quadrus
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd
Good afternoon Julie,

We hope you are doing well!

Mike asked me to reach out to you to request a current report number B101a, as per below.

Thank you and take care 😊

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.
Suite 206, 1615 St. Mary's Rd, Winnipeg, MB, R2M 3W8
P (204) 272-9670 / F (204) 272-9679 / TF (800) 988-7994

 Please consider the Environment before printing this E-Mail

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: May 21, 2025 8:30 AM
To: Mike Shawn <mike@entrustfs.ca>
Cc: Tracy White <tracy@entrustfs.ca>
Subject: RE: AUM

Good morning
Thank you again, I have figured out how to add it. My apologies, I thought I had but there was a user error and I needed help from a younger techy human, haha

Have a fantastic day. 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Mike Shawn <mike@entrustfs.ca> 
Sent: May 20, 2025 4:57 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Cc: White, Tracy <tracy@entrustfs.ca>
Subject: [EXT] RE: AUM

Good afternoon Julie, I hope you enjoyed your long weekend. It’s my pleasure! Just a reminder to add the Tims card to your app. If you wouldn’t mind just sending me a reply to confirm that you transferred it. Thanks, Mike Shawn B. Comm (Hons),

Good afternoon Julie,

I hope you enjoyed your long weekend.

It’s my pleasure! Just a reminder to add the Tims card to your app.

If you wouldn’t mind just sending me a reply to confirm that you transferred it.

Thanks,

Mike Shawn B. Comm (Hons), CFP
Certified Financial Planner  
Investment & Insurance Advisor
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: May 16, 2025 1:54 PM
To: Mike Shawn <mike@entrustfs.ca>
Cc: Tracy White <tracy@entrustfs.ca>
Subject: RE: AUM

Hi Mike

Thank you, that was very thoughtful of you. 

The report number is B101a. You can engage our wealth reporting team directly, or you can always contact me. 

Have a lovely long weekend. 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Mike Shawn <mike@entrustfs.ca> 
Sent: May 16, 2025 1:58 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Cc: White, Tracy <tracy@entrustfs.ca>
Subject: [EXT] RE: AUM

Good afternoon Julie, I just wanted to pass along a HUGE thank you, that you were able to generate my AUM report with the DSC amounts for both my MGA and ADSL lines of business, as this was exactly what we were hoping to receive. Just for the

Good afternoon Julie,

I just wanted to pass along a HUGE thank you, that you were able to generate my AUM report with the DSC amounts for both my MGA and ADSL lines of business, as this was exactly what we were hoping to receive.

Just for the future, what is the Report #, so we know what to request in the future? As well, would we contact you directly or Wealth Reporting that Jenn Taylor previously mentioned

PS – you should be receiving another email shortly, so keep an eye out on your Inbox so it didn’t fall into your Junk folder as I believe that this has happened in the past. Hopefully this will make your daughter very happy, to fulfill her blueberry muffin craving!!!😋

Have a great long weekend!😊

Cheers,

Mike Shawn B. Comm (Hons), CFP
Certified Financial Planner  
Investment & Insurance Advisor
 
Entrust Financial Services
Quadrus Investment Services Ltd.
Suite 206-1615 St. Mary's Rd
Winnipeg, MB R2M 3W8
P (204) 272-9670 / C (204) 960-1696
F (204) 272-9679 / TF (800) 988-7994

 Please consider the Environment before printing this E-Mail

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: May 15, 2025 8:28 AM
To: Mike Shawn <mike@entrustfs.ca>
Subject: AUM

Good morning, I was able to have a report run, please confirm if this is the one you are looking for, I believe I have the report number now. 
Thank you, have a great day. 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-12T20:13:01.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T20:13:01.000+0000,005OH0000071DK9YAM,2025-11-12T20:13:01.000+0000,005OH0000071DK9YAM,2025-11-12T20:13:01.000+0000,(204) 272-9670,(204) 960-1696,mike@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbMjaYAE,False,,23716237,003OH00000M8zRdYAJ,001OH00000QuoI7YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Workspace,Medium,"***dds*** 11/12/2025
User needed help getting into account

***email chain****

Hello Shirley,

        It was a pleasure assisting you today, Glad we were able to get you back into your account. If you do have any additional questions or concerns, please do not hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T20:13:50.000+0000,False,False,005OH00000BFQFHYA5,2025-11-12T19:58:20.000+0000,005OH00000BFQFHYA5,2025-11-12T20:13:50.000+0000,005OH00000BFQFHYA5,2025-11-12T20:13:50.000+0000,(403)250-7007,,shirley.chavez@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbUKVYA2,False,,23715373,003G0000018f70DIAQ,0010A000002wP2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:45:41.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T19:45:41.000+0000,0050A000000WjqvQAC,2025-11-12T19:45:42.000+0000,0050A000000WjqvQAC,2025-11-12T19:45:42.000+0000,(613)935-3996,(613) 551-6109,dave@bmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbV21YAE,False,,23715289,0030A000001XiydQAC,0010A000002wNHPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:44:29.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T19:44:29.000+0000,0050A000000WjqvQAC,2025-11-12T19:44:30.000+0000,0050A000000WjqvQAC,2025-11-12T19:44:30.000+0000,(613)312-7763,(613) 312-7763,ruthann@rhowefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbXqIYAU,False,,23718969,0030A0000029d0jQAA,0010A000002w1bGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Misdirected AOR change request,Medium,"**** DDS 13NOV2025 ***
misdirect, advised to contact C&C
-------------------------------------------
Hello Niran,

Thank you for contacting Workspace Support regarding your request below. Please note that Agent of Record Change requests are to be sent to contracts&compensation@canadalife.com. The Workspace Support team handles technical issues related to the Workspace advisor platform. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: agentservices@mgacanada.com <agentservices@mgacanada.com> 
Sent: November 12, 2025 11:56 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: 'Guilroy Henriques' <henriquesfinancial@rogers.com>
Subject: [EXT] RE: change of agent on record request -09F325430G-nRonald D Silva / 09F3254316-G - Blosom D' Silva - C23718969

Attention: contracting Please see attached agent record change request and process asap. Thank you. Regards Niranjana (Niran)Sivapatham Administrator Inforce, Investments, Group Business, Death claims ""We Value your Business"" 7191
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Attention: contracting 
Please see attached agent record change request and process asap.

Thank you.
Regards
Niranjana (Niran)Sivapatham
Administrator
Inforce, Investments, Group Business, Death claims
""We Value your Business""
 

7191 Yonge Street Suite# 711, 
Thornhill, ON L3T 0C4
Phone NO :416-491-7727 ext-233
Fax NO: 416-491-7102
email : agentservices@mgacanada.com
www.mgacanada.com

 OM Financial Inc. Group of companies * MGA Canada Inc., Palm Financial Group Inc., Prairie Financial Group Ltd., MILIFE Insurance & Investments Inc., Visionlife Inc. 

PS: Ask me about our current sales contest and annual conference!
For follow ups please log onto our website at www.mgacanada.com
Mississauga Office: 218 Export Boulevard Suite #610 Mississauga, ON L5S 0A7
Phone No: 905-612-0800 Fax No: 905-612-0801
This message may contain privileged or confidential information. If you are not the intended recipient of this message, or if you have received it by mistake, please notify the sender immediately and delete the original without making a copy or disclosing its content.
If you wish to stop receiving further commercial emails from OM FINANCIAL INC., please reply to this email with the subject line ""Unsubscribe


From: Guilroy Henriques <henriquesfinancial@rogers.com> 
Sent: Wednesday, November 12, 2025 11:28 AM
To: Niranjanadevi Sivapatham <agentservices@mgacanada.com>
Subject: Fw: To Canada life

FOR Canada life
NEEDED TO BE SENT ASAP
Thanks

Guilroy Henriques 
Henriques Financial Inc.
Tel: 416-898-8889
Fax: 416-491-7102 
email: henriquesfinancial@rogers.com 
website: www.henriquesinsurance.com


----- Forwarded Message -----
From: Guilroy Henriques <henriquesfinancial@rogers.com>
To: Lezelle <lezelle@yahoo.com>; Guilroy Henriques <henriquesfinancial@rogers.com>
Sent: Wednesday, November 12, 2025 at 11:16:27 a.m. EST
Subject: To Canada life 




Sent from my iPhone",True,2025-11-13T13:15:37.000+0000,False,False,005OH000006wv2TYAQ,2025-11-12T20:41:10.000+0000,005OH000006wv2TYAQ,2025-11-13T13:15:37.000+0000,005OH000006wv2TYAQ,2025-11-13T13:15:37.000+0000,(416)898-8889,,henriquesfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbY9ZYAU,False,,23715578,003OH00000VtSLGYA3,001OH00000cwsCEYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:48:28.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T19:48:28.000+0000,005OH000004oiYEYAY,2025-11-12T19:48:28.000+0000,005OH000004oiYEYAY,2025-11-12T19:48:28.000+0000,(519)743-5404,,ange@yourlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbYsjYAE,False,,23715640,003G0000018f7CvIAI,0010A000002wPGsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T19:49:24.000+0000,False,False,0055o000001h4cFAAQ,2025-11-12T19:49:24.000+0000,0055o000001h4cFAAQ,2025-11-12T19:49:24.000+0000,0055o000001h4cFAAQ,2025-11-12T19:49:24.000+0000,(204)797-3479,(204) 797-3479,marc@myprofplan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbZaNYAU,False,,23719410,0030A00000BROtdQAH,0010A00000C1bzpQAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to locate Application in Workspace,Medium,"User said they are unable to locate application 60918317-9 in SP.

=============================================================================

****Email Chain****

Hello Tricia,

It has been brought to our attention that you unable to locate an application you have started. We’d be happy to assist you.

Can you please check both your Simple Protect and New Business dashboard for this application. If you need additional support navigating both dashboards, let me know and I will reach out at a date and time that is convenient to you.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Carver, Tricia <tricia.carver@nbc.ca> 
Sent: November 11, 2025 2:32 PM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: App seems to have gotten lost

While I’m thinking about it, is hot air ballooning considered a high risk activity? Get Outlook for iOS From: Teerhuis, Kris Sent: Tuesday, November 11, 2025 2: 08: 22 PM To: Carver, Tricia 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
While I’m thinking about it, is hot air ballooning considered a high risk activity? 

Get Outlook for iOS
________________________________________
From: Teerhuis, Kris 
Sent: Tuesday, November 11, 2025 2:08:22 PM
To: Carver, Tricia 
Cc: Workspace Support 
Subject: RE: App seems to have gotten lost 
**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL 
**************************************
Hi Trish,
I cc’d Workspace support to investigate. They have a quick turnaround and will let you know what they discover.
Kris
Kris Teerhuis
Regional Sales Manager, Insurance
Cell: 204.230.7315 Office: 204.946.8976
Tiffany Dyck, BHJ, RHU, GBA
Regional Sales Representative, Insurance
Office: 204-946-8198 Cell: 204-890-2892
Email: tiffany.dyck@canadalife.com 
Salma Yarow
Regional Sales Associate 
Phone: 416-552-3912
Email: salma.yarow@canadalife.com
________________________________________
For all inforce inquries, please call:
Canada Life Client Service: 1-888-252-1847 or email: canindserv@canadalife.com
Canada Life Living Benefits: 1-888-724-3680 or email: livingbenefitsclientservice@canadalife.com
Advisor Solutions Life Client Service: inforcelifeclientservicelondon@canadalife.com
Illustrations: InforceParIllustrations@canadalife.com
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Carver, Tricia 
Sent: November 11, 2025 1:48 PM
To: Teerhuis, Kris 
Subject: [EXT] App seems to have gotten lost
Hi Kris, I spent 2 hours taking a joint-last app yesterday and now can't find it to resend it to the clients. Can you please tell me where I should be looking? The application ID is 60918317-9 and their last name is Foessel. I'm assuming I will
Hi Kris,
I spent 2 hours taking a joint-last app yesterday and now can't find it to resend it to the clients. 
Can you please tell me where I should be looking? 
The application ID is 60918317-9 and their last name is Foessel. 
I'm assuming I will get an email when they sign but maybe not? 
Thanks,
Trish 
Get Outlook for iOS

CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement. 
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately. 

CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement. 
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately.


================================================================================================================

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Thanks!

Tricia Carver, CPA-CA, CFP, TEP
Insurance Advisor
	 
Tel : (204) 925-5153 extension 55153
   tricia.carver@nbc.ca 

 

 

NBF Financial Services Ltd. Partner of National Bank Insurance
Tr. 6576-1-1
1000 – 400 St. Mary Ave, Winnipeg, MB R3C 4K5


From: Teerhuis, Kris <Kris.Teerhuis@canadalife.com> 
Sent: Friday, November 14, 2025 10:48 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Carver, Tricia <tricia.carver@nbc.ca>
Subject: Re: **Case 23719410** - RE: application ID is 60918317-9

**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL 
**************************************
That’s likely standard.

________________________________________
From: Carver, Tricia <tricia.carver@nbc.ca>
Sent: Friday, November 14, 2025 10:44 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] RE: **Case 23719410** - RE: application ID is 60918317-9 
 
This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
Report Suspicious
 
It is ok. I was trying to take an app while you were swapping systems so I was able to proceed the next day. I have a meeting to ask the clients the questions again that didn’t save on my second attempt so should be able to submit it later today.
 
Thanks for getting back to me.
 
Is hot air ballooning a dangerous activity?
Thanks,
 
Trish
 
Tricia Carver, CPA-CA, CFP, TEP
Insurance Advisor
 	 
Tel : (204) 925-5153 extension 55153
   tricia.carver@nbc.ca 
 
 
 
 
 
NBF Financial Services Ltd. Partner of National Bank Insurance
Tr. 6576-1-1
1000 – 400 St. Mary Ave, Winnipeg, MB R3C 4K5
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Friday, November 14, 2025 9:20 AM
To: Carver, Tricia <tricia.carver@nbc.ca>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: **Case 23719410** - RE: application ID is 60918317-9
 
	You don't often get email from clworkspacesupport@canadalife.com. Learn why this is important

**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL
**************************************
Hello Tricia,
 
In your previous email, you had mentioned that you were unable to locate your client’s application on the dashboard.
 
1.	Were you able to locate the application.
2.	On application 60918317-9, which section are you stuck in?
3.	What is the error message you are receiving on application 60918317-9?
 
Looking forward to your email to investigate further.
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Carver, Tricia <tricia.carver@nbc.ca>
Sent: November 12, 2025 11:01 AM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] application ID is 60918317-9 - SF Case #23719410
 
Hello again, Any news on my app that got stuck? I haven’t tried it again today yet but was stuck yesterday not being able to find the 8 spots I was missing info. Thanks, Trish Tricia Carver, CPA-CA, CFP, TEP Insurance Advisor Tel : (204)
 
Hello again,
 
Any news on my app that got stuck? I haven’t tried it again today yet but was stuck yesterday not being able to find the 8 spots I was missing info.
 
Thanks,
 
Trish
 
Tricia Carver, CPA-CA, CFP, TEP
Insurance Advisor
 	 
Tel : (204) 925-5153 extension 55153
   tricia.carver@nbc.ca 
 
 
 
 
 
NBF Financial Services Ltd. Partner of National Bank Insurance
Tr. 6576-1-1
1000 – 400 St. Mary Ave, Winnipeg, MB R3C 4K5
 
 
From: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Sent: Tuesday, November 11, 2025 2:08 PM
To: Carver, Tricia <tricia.carver@nbc.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: App seems to have gotten lost
 
**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL
**************************************
Hi Trish,
 
I cc’d Workspace support to investigate.  They have a quick turnaround and will let you know what they discover.
 
Kris
 
Kris Teerhuis
Regional Sales Manager, Insurance
Cell: 204.230.7315  Office: 204.946.8976
 
Tiffany Dyck, BHJ, RHU, GBA
Regional Sales Representative, Insurance
Office: 204-946-8198 Cell: 204-890-2892
Email: tiffany.dyck@canadalife.com 
 
Salma Yarow
Regional Sales Associate
Phone: 416-552-3912
Email: salma.yarow@canadalife.com
 
________________________________________
For all inforce inquries, please call:
Canada Life Client Service: 1-888-252-1847 or email: canindserv@canadalife.com
Canada Life Living Benefits: 1-888-724-3680 or email: livingbenefitsclientservice@canadalife.com
Advisor Solutions Life Client Service: inforcelifeclientservicelondon@canadalife.com
Illustrations: InforceParIllustrations@canadalife.com
 
 
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Carver, Tricia <tricia.carver@nbc.ca>
Sent: November 11, 2025 1:48 PM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] App seems to have gotten lost
 
Hi Kris, I spent 2 hours taking a joint-last app yesterday and now can't find it to resend it to the clients. Can you please tell me where I should be looking? The application ID is 60918317-9 and their last name is Foessel. I'm assuming I will
Hi Kris,
 
I spent 2 hours taking a joint-last app yesterday and now can't find it to resend it to the clients. 
 
Can you please tell me where I should be looking? 
 
The application ID is 60918317-9 and their last name is Foessel. 
 
I'm assuming I will get an email when they sign but maybe not? 
 
Thanks,
 
Trish 
 
Get Outlook for iOS

CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement.
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately.
 

CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement.
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately.
 

CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement.
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately.


CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement. 
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately.",True,2025-11-14T20:15:58.000+0000,False,False,005OH000002iN7pYAE,2025-11-12T20:48:17.000+0000,005OH000002iN7pYAE,2025-11-14T20:15:59.000+0000,005OH000002iN7pYAE,2025-11-14T20:15:59.000+0000,(204)925-5153,,tricia.carver@nbc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbcGTYAY,False,,23717349,0030A0000029YteQAE,0010A000002vyFNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace - login error ERR-W1285,Medium,"User needed assistance with signing into her Workspace account. Referred to KBA- KB0020563 and assisted user to reset RepNet password, then processed to reset Workspace password so advisor was able to successfully log in. 

Email: trust.secure@gmail.com
Code: B7637

*******************************************
Good afternoon Feixue, 

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace account!
 
I'm glad I was able to assist you with resetting your password for RepNet/ User ID password. Please click on this link, https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset your password for RepNet with the temporary password provided over the phone. 
Regarding your Workspace account, we have reset your password, so you are now able to successfully log in. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T20:43:27.000+0000,False,False,005OH00000BG5v4YAD,2025-11-12T20:15:54.000+0000,005OH00000BG5v4YAD,2025-11-12T21:34:28.000+0000,005OH00000BG5v4YAD,2025-11-12T21:34:28.000+0000,(416)829-8236,,trust.secure@gmail.com,(905)604-7178,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbctBYAQ,False,,23719864,0030A000008VYrFQAW,0010A000009PopHQAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to Open Email,Medium,"Hello Christine,

It can get a bit confusing. The code they are asking for when you try to open the encrypted email (contains excel document) it sends an email to your address, there may be a delay, or it can be stuck in a spam/junk folder.  I have a feeling there is a delay and you will have to wait for the code to come through. Below are the instructions 

Please view below as reference on how to open the encrypted email message.  

1.	Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example error message.
 
                
 
2.	Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message
 
 
 
a.	Please note the password I provided is not to get into the website to view the email message
b.	Is the website asking for a one-time verification code? This is a separate code sent to your inbox or mobile device from your email service (ex. Microsoft/Google) 
i.	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
ii.	Please copy and paste the code to eliminate any mishaps
c.	Is the website asking for login credentials? This is your email login credentials
 
3.	Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password provided.
a.	The only time you input the password I provided,  6LKGBXI8EX is shown below as reference. (Make sure if you are copy and pasting there’s no extra space)
 
 



The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Christine Kessel <ckessel@sasktel.net> 
Sent: November 12, 2025 3:29 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: CLR Password - 23689103, 23719864

Hi Jamie, I’m unable to open the file. When I click on open its asking for a one time code. On Nov 11, 2025, at 2: 44 PM, BusinessReporting <BusinessReporting@ canadalife. com> wrote: Hello Christine, Thank you for contacting The Wealth Reporting
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Jamie,
I’m unable to open the file.  When I click on open its asking for a one time code.



On Nov 11, 2025, at 2:44 PM, BusinessReporting <BusinessReporting@canadalife.com> wrote:

Hello Christine,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
6LKGBXI8EX
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
 
 
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T20:55:24.000+0000,False,False,005OH0000088z1hYAA,2025-11-12T20:55:24.000+0000,005OH0000088z1hYAA,2025-11-12T21:00:01.000+0000,005OH0000088z1hYAA,2025-11-12T21:00:01.000+0000,(306)536-7139,,ckessel@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbgiEYAQ,False,,23716811,003OH00000Vml4QYAR,001OH00000cmvUYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:07:33.000+0000,False,False,005OH00000865wTYAQ,2025-11-12T20:07:33.000+0000,005OH00000865wTYAQ,2025-11-12T20:07:33.000+0000,005OH00000865wTYAQ,2025-11-12T20:07:33.000+0000,(437)988-2748,,neerajgiri@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbi8xYAA,False,,23716681,0030A0000029cZ6QAI,0010A000002w1FgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:05:31.000+0000,False,False,0055o000001h4cFAAQ,2025-11-12T20:05:31.000+0000,0055o000001h4cFAAQ,2025-11-12T20:05:31.000+0000,0055o000001h4cFAAQ,2025-11-12T20:05:31.000+0000,(204)661-6777,(204) 771-7094,jordy.douglas@manulifesecurities.ca,(204)661-6444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbjxuYAA,False,,23719938,0030A00000CStLDQA1,0010A00000D3sjFQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:56:34.000+0000,False,False,005OH000006owoYYAQ,2025-11-12T20:56:34.000+0000,005OH000006owoYYAQ,2025-11-12T20:56:35.000+0000,005OH000006owoYYAQ,2025-11-12T20:56:35.000+0000,(306)682-1615,(306) 495-7171,sarah@vikingbenefit.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbknVYAQ,False,,23717834,0030A000007bWIfQAM,0010A000008TTgXQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user was referred from sd for password reset.
authenticated user,reset password.
she gain access to workspace however mfa not link to account yet.
she is comfortable to connect it on her own.

EMAIL=================
Hello Rebecca,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with your password reset.
On our call after authenticating you, we were able to reset the password successfully via the reset link.
As for your MFA authenticator, it would required you to secure your account with an authenticator of your choise as discuss you want to  attempt to link your account by yourself.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T20:32:13.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-12T20:22:49.000+0000,005OH00000AZ3ZxYAL,2025-11-12T20:32:13.000+0000,005OH00000AZ3ZxYAL,2025-11-12T20:32:13.000+0000,(306)530-1248,,becca@dethomaswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbkp5YAA,False,,23717938,003G0000018f6gEIAQ,0010A000002wOeFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"The customer had an issue with accessing their account, specifically with Simple Protect and Webfast. The agent reached out to Fatima, who was previously working on the case, and found that she had sent an email regarding the issue. The agent informed the customer that Jennifer would be calling them back to address the problem. The customer expressed frustration that the issue had taken several weeks to resolve, and was concerned about not being able to access their pay during this time. The agent assured the customer that the issue would be addressed in a timely manner.

*****
Hi Kelly, thank you for calling workspace support.

To recap on our call , we do hear your concerns and will address them as best as we can. Jennifer should reach to you soon.
If you have any other issues, please let me know in your reply to this email.",True,2025-11-12T20:46:58.000+0000,False,False,005OH00000BFQFCYA5,2025-11-12T20:24:25.000+0000,005OH00000BFQFCYA5,2025-11-12T20:46:58.000+0000,005OH00000BFQFCYA5,2025-11-12T20:46:58.000+0000,(705)746-7532,(705) 746-0128,kelly@soundwealthfinancial.ca,(705)746-7532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fblI9YAI,False,,23718224,0030A0000029hNoQAI,0010A000002w5IQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:29:04.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T20:29:04.000+0000,005OH000004oiYEYAY,2025-11-12T20:29:05.000+0000,005OH000004oiYEYAY,2025-11-12T20:29:05.000+0000,(519)421-0240,(519) 788-1777,nkaxiotis@gmail.com,(519)539-2109,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbqZaYAI,False,,23718760,003OH00000Syv0DYAR,001OH00000ZHNSeYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,setup delegates for adsl,Medium,"Name:Benjamin Silver 
Advisor or support staff: Advisor support
Advisor Code: 112640 and 639312. W0323 
Advisor Name: MICHAEL SILVER
Phone:	
Email: ben@wpg-plan.com	
1. Siebel verification: partial but codes he provided weren't found in license inquiry or siebel under both Michael's associations. 
2. Last Login to Workspace: N/A

Issue: trying to add delegates for ADSL for the advisor Michael/signed into Michael workspace but his name Benjamin 
isn't found.

Benjamin is also an advisor with H7435/verified

spoke to Samantha at Assist desk, advised to have them send the TPA form. checked adsl advisor delegation list and Benjamin isn't listed. DM will have to add first and then advisor will then have the option to grant delegation. 

FOUND W0323 in lic inquiry WPG-THE WEALTH PLANNING GROUP INC. SILVER,MICHAEL
UNDER MICHAEL'S ADSL TPA ACCESS IS SEEN FOR w=W0323.

LOGGED IN TO WORKSPACE AS MICHAEL FROM SF, ben@wpg-plan.com not found.

sent follow up
--------------------------------------***DDS  11/12/2025***--------------------------
Hello Benjamin,

Thank you for contacting Workspace Support today regarding setting up delegate access for your Advisor Michael Silver Advisor Solutions access.

As discussed, you were signed into the advisor’s workspace and attempted to add yourself to Micheal’s book of business and your email wasn’t found.

Please have Michael fill out the attached TPA form and send it off to Distribution_Methodology@canadalife.com to have yourself added to their Advisor Solutions profile. Once confirmation is received, Michael will then be able to add you as a delegate in Workspace.

As for others who do not have Workspace access, Michael will also need to complete a TPA form and send to Distribution Methodology and then also add them as delegates once they have access to Workspace.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-12T21:17:06.000+0000,False,False,005OH00000AUS7aYAH,2025-11-12T20:37:45.000+0000,005OH00000AUS7aYAH,2025-11-12T21:17:06.000+0000,005OH00000AUS7aYAH,2025-11-12T21:17:06.000+0000,(204)926-7588,,ben@wpg-plan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbrCJYAY,False,,23719354,0030A0000029m24QAA,0010A000002w93nQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:47:22.000+0000,False,False,0055o000002DK5fAAG,2025-11-12T20:47:22.000+0000,0055o000002DK5fAAG,2025-11-12T20:47:22.000+0000,0055o000002DK5fAAG,2025-11-12T20:47:22.000+0000,(905)822-4488,(647) 932-6483,marian.koh@investdfsi.ca,(905)822-4499,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbuA6YAI,False,,23718070,0030A0000029kgYQAQ,0010A000002w7ybQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:26:37.000+0000,False,False,005G0000002gxxjIAA,2025-11-12T20:26:37.000+0000,005G0000002gxxjIAA,2025-11-12T20:26:37.000+0000,005G0000002gxxjIAA,2025-11-12T20:26:37.000+0000,(514)426-0886,514-245-2262,tania.robillard@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbwrpYAA,False,,23717910,0030A0000029hNoQAI,0010A000002w5IQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:24:02.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T20:24:02.000+0000,005OH000004oiYEYAY,2025-11-12T20:24:02.000+0000,005OH000004oiYEYAY,2025-11-12T20:24:02.000+0000,(519)421-0240,(519) 788-1777,nkaxiotis@gmail.com,(519)539-2109,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbxnwYAA,False,,23718976,0030A0000029UoGQAU,0010A000002vuroQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:41:18.000+0000,False,False,005OH000003ds0PYAQ,2025-11-12T20:41:18.000+0000,005OH000003ds0PYAQ,2025-11-12T20:41:18.000+0000,005OH000003ds0PYAQ,2025-11-12T20:41:18.000+0000,(613)634-7171,,longtin.financial@kingston.net,(613)634-8779,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fbybtYAA,False,,23718092,0030A0000029l9qQAA,0010A000002w8L8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Statements,Medium,"Name: Natasha Papaioannou
Advisor or support staff: Advisor 
Advisor Code: E0479
Advisor Name: Eric Harrison 
Phone:	
Email: natasha.papaioannou@canadalife.com/	eric@ehwealth.ca
1. Siebel verification: N/A
2. Last Login to Workspace: N/A
Issue: Could you please assist advisor Eric Harrison by providing the client statements for Patricia Coleman and Ross Coleman?

FINDINGS: KB0021540  and 
KB0021359 REFER TO CHECK FURTHER AND OR CALL CLIENT SERVICES IF STATEMENTS AREN'T AVAILABLE. 

SENT FOLLOW UP REQUESTING MORE INFO.

--------------------------------------***DDS  11/17/2025***--------------------------
CHECKED THESE POLICIES IN COPILOT TO DETERMINE IF STATEMENTS ARE AVAILABLE.
Ross Coleman’s TFSA Acct # 411068711--CIWSU --YES 
Patricia Coleman’s TFSA Acct # 411068919--CIWSU --YES 
1st Joint OPEN Acct# 411070865--CIWSU --YES 
2nd Joint OPEN Acct# 411070907--CIWSU --YES 

FOLLOWING KB0021359
TRIED TO LOGIN AS ADVISOR FROM SF TO CHECK IF STATEMENTS ARE AVAILABLE /MISSING FROM WP BUT
NO WORKSPACE ACCT SEEN FOR ADVISOR ERIC IN SF. 
FOUND TESTDUMMY USER, https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001pBqsAAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HExPAAW%26cntc%3D0035o000004HExPAAW%26id%3D0055o000001pBqsAAE

also checked KB0023193. advised advisor here too.
SENT FOLLOW UP
--------------------------------------***DDS  11/17/2025***--------------------------


Good morning Eric,

Thanks for the additional information.

Statements are issued for these types of policies within Workspace

Statement loading is staggered in the weeks following the statement issue date. We would recommend checking back the 3rd/4th week after the issue date to see if the statement has been loaded. We would recommend checking back the 3rd/4th week after the issue date to see if the statement has been loaded. 

You can use the steps below to locate the statements. If the statement you’re looking for was not recently issued or missing, do let us know.
 

For the change of Beneficiaries/where to submit these forms to, this is not something our team here at Workspace can assist with, please check with your aligned admin wealth person or call Client Services at 1-888-252-1847. 

If you’ve already submitted the forms /received confirmation of the changes but they’re still not reflected within Workspace, then please do let us know.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/14/2025***--------------------------
UPDATE RECEIVED FROM ERIC BELOW FRIDAY AFTER MY SHIFT.
--------------------------------------***DDS  11/14/2025***--------------------------
Hello Natasha, Anita and Fiona, 

I wrongly assumed that Natasha would send this info to you Anita. My bad as Natasha probably doesn’t have this info bc she’s in sales. Going forward, I will get setup to printout my statements through PPI. In the meantime, since we’ve exchanged many emails (mostly you Natasha), let’s see this through to the end.

Anita, find what you asked for below:

My dealer rep code is 3134 62025

Ross Coleman’s TFSA Acct # 411068711
Patricia Coleman’s TFSA Acct # 411068919
1st Joint OPEN Acct# 411070865
2nd Joint OPEN Acct# 411070907

Ladies, I will be meeting with the Coleman’s on the 24th so the delay in getting these statements is NOT a problem. That said, I have another question for you three. My assistant Winnie has prepared documents to change the Beneficiaries on all four of the accounts noted above. They have three children (i.e. Susan Brown, Amy Coleman and Paul Coleman). Each 1/3 named beneficiaries. Sadly, their son Paul has stage 4 cancer. If Ross and Patricia survive their son, they would like to name his wife, Osmarian Coleman as contingent beneficiary for Paul’s 1/3. Find beneficiary change forms attached (only one of the two Joint accounts because the four attachments were too big to send by email). Do let me know if they will accomplish what we hope that they will. 

I’d like to have the statements and answers to the Beneficiary questions by Wednesday of next week. If they are prepared incorrectly or the form needs to be a different one, I’d like to give Winnie time to prepare them correctly.

Thanks in advance ladies

Eric Harrison, MBA


--------------------------------------***DDS  11/14/2025***--------------------------
Hello Natasha/Eric,

Following up on the email below. If you still require assistance do provide the information below so we can better assist, thanks. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/12/2025***--------------------------
Hello Natasha/Eric,

Is this for an active or inactive policy? 

Statements for policies that are inactive will not feed into Workspace. Only active policies have statements fed into Workspace it also depends on the type of policy. 

Please provide the policy# to further check/advise.

Please also provide your Advisor Code for this policy.

Statements can also be requested from Client Services 1-888-252-1847. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/12/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/12/2025***--------------------------

Hello,

Could you please assist advisor Eric Harrison by providing the client statements for Patricia Coleman and Ross Coleman?

Thanks,
Natasha


Natasha Papaioannou
Regional Sales Representative, Wealth Management
Phone: 416-507-2910
natasha.papaioannou@canadalife.com

Fiona Zhou
Regional Sales Manager, Wealth Management
Cell: 647-674-2038
fiona.zhou@canadalife.com
 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

From: Charaf, Abier <Abier.Charaf@canadalife.com> 
Sent: November 11, 2025 12:12 PM
To: Eric Harrison <eric@ehwealth.ca>
Cc: Papaioannou, Natasha <Natasha.Papaioannou@canadalife.com>
Subject: FW: [EXT] Re: Canada Life Estate Protection

Good afternoon 

Thank you for reaching out, please contact CL Workspace Support CLWorkspaceSupport@canadalife.com  . They can assist you with your electronic issue by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 


Thank you and have a great day

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Abier Charaf 

Customer Service Specialist 
Canadian Operations – Wealth, T-424 5B
Ph: 548-482-5596  |  Fax: 1-866-275-8080 


 

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

 
________________________________________
From: Papaioannou, Natasha <Natasha.Papaioannou@canadalife.com>
Sent: Tuesday, November 11, 2025 11:24:56 AM (UTC-05:00) Eastern Time (US & Canada)
To: Eric Harrison <eric@ehwealth.ca>; ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: RE: [EXT] Re: Canada Life Estate Protection
Hi Eric,
 
I don’t have access to the client statements, so I will loop in our head office for assistance.
 
@ISP Customer Care, can you please provide Eric with the statements for Patricia Coleman and Ross Coleman.
 
Thanks,
Natasha
 
Natasha Papaioannou
Regional Sales Representative, Wealth Management
Phone: 416-507-2910
natasha.papaioannou@canadalife.com
 
Fiona Zhou
Regional Sales Manager, Wealth Management
Cell: 647-674-2038
fiona.zhou@canadalife.com
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
 
From: Eric Harrison <eric@ehwealth.ca> 
Sent: November 11, 2025 10:58 AM
To: Papaioannou, Natasha <Natasha.Papaioannou@canadalife.com>
Subject: [EXT] Re: Canada Life Estate Protection
 
Hello Natasha, Are you able to provide me with statements for my clients Patricia Coleman and Ross Coleman? They each have a TFSA and they have two Joint OPEN accounts (all of which are in the Canada Life Estate Protection program). Sincerely,
ZjQcmQRYFpfptBannerStart
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ZjQcmQRYFpfptBannerEnd
Hello Natasha,
 
Are you able to provide me with statements for my clients Patricia Coleman and Ross Coleman? They each have a TFSA and they have two Joint OPEN accounts (all of which are in the Canada Life Estate Protection program). 
 
Sincerely,

Eric Harrison, MBA
Certified Financial Planner
www.ehwealth.ca
""The only investors who shouldn't diversify are those who are right 100% of the time."" - Sir John Templeton
94 Batson Drive
Aurora ON  L4G 3R1
Phone (416)999-2348",True,2025-11-17T16:33:42.000+0000,False,False,005OH00000AUS7aYAH,2025-11-12T20:26:48.000+0000,005OH00000AUS7aYAH,2025-11-17T16:33:42.000+0000,005OH00000AUS7aYAH,2025-11-17T16:33:42.000+0000,(416)999-2348,,eric@ehwealth.ca,(905)841-7707,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fc0x8YAA,False,,23720770,003OH00000H9jgsYAB,001OH00000LBZEeYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:11:54.000+0000,False,False,0055o000002DK5fAAG,2025-11-12T21:11:54.000+0000,0055o000002DK5fAAG,2025-11-12T21:11:54.000+0000,0055o000002DK5fAAG,2025-11-12T21:11:54.000+0000,(416)780-1991,,tim.skoubouris@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fc0x9YAA,False,,23720967,0030A0000029lxCQAQ,0010A000002w8zeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:15:38.000+0000,False,False,005OH000005URvxYAG,2025-11-12T21:15:38.000+0000,005OH000005URvxYAG,2025-11-12T21:15:38.000+0000,005OH000005URvxYAG,2025-11-12T21:15:38.000+0000,(780)709-0711,,dan@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fc3GeYAI,False,,23720426,0035o000006p1EeAAI,0015o000007QS79AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:05:45.000+0000,False,False,005OH000005URvxYAG,2025-11-12T21:05:45.000+0000,005OH000005URvxYAG,2025-11-12T21:05:45.000+0000,005OH000005URvxYAG,2025-11-12T21:05:45.000+0000,(780)860-1277,,josephuruvath2410@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fc3bfYAA,False,,23722619,003G0000018f6pNIAQ,0010A000002wOr6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Paperless Report Request,Medium,"report provided 

**EMAIL**

Hi Steve,

As mentioned in my previous email, please see below for your Excel file password(s):
CEMBG3VMWL

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Steve,

This email is regarding your request for a list of clients with paperless status in Investment Centre. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of Paper-basedclients. The details are as follows:

Request 1:
Advisor: 
Code: 

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EVJvCJWQCxdAhnW2uSaMRLwB3f1uoVtPKj3T1ufnCyNaNQ?e=u3NJzC",True,2025-11-12T21:48:47.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T21:48:47.000+0000,005OH0000071DK9YAM,2025-11-12T21:48:48.000+0000,005OH0000071DK9YAM,2025-11-12T21:48:48.000+0000,(204)367-9572,(204) 781-0991,steve@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fc5ITYAY,False,,23720869,0030A0000029m24QAA,0010A000002w93nQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:13:51.000+0000,False,False,0055o000002DK5fAAG,2025-11-12T21:13:51.000+0000,0055o000002DK5fAAG,2025-11-12T21:13:52.000+0000,0055o000002DK5fAAG,2025-11-12T21:13:52.000+0000,(905)822-4488,(647) 932-6483,marian.koh@investdfsi.ca,(905)822-4499,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fc7CAYAY,False,,23719189,0030A0000029gKVQAY,0010A000002w4OIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:44:42.000+0000,False,False,005OH000003ds0PYAQ,2025-11-12T20:44:42.000+0000,005OH000003ds0PYAQ,2025-11-12T20:44:43.000+0000,005OH000003ds0PYAQ,2025-11-12T20:44:43.000+0000,(905)373-1234,,michelle.kamerman@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fc8L7YAI,False,,23719028,003OH00000M9ASAYA3,001OH00000QuyViYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"Caller asked for assistance registering on Workspace and stated that they don't have their User ID and activation code.
Turns out they have an account, hence the call back  23719028
Email sent to: SAMUEL.ACCIMEUS@PRIMERICA.COM , samuel.accimeus@gmail.com
When called back the user the phone number on Siebel belonged to another associate on Primerica.
Email advising updating contacts sent to user
Bonjour Samuel,

Vous nous avez contacté aujourd’hui pour vous assister à s’enregistrer sur l’Espace affaires.

D’après nos systèmes, vous êtes déjà enregistré sur l’Espace affaires.

Pour mieux vous assister, veuillez nous fournir :
-	Votre code de conseiller
-	Adresse courrielle
-	Votre adresse postale actuelle
-	Numéro de téléphone actuel. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T22:30:23.000+0000,False,False,005OH00000AbCcLYAV,2025-11-12T20:42:13.000+0000,005OH00000AbCcLYAV,2025-11-12T23:53:19.000+0000,005OH00000AbCcLYAV,2025-11-12T23:53:19.000+0000,(514)632-2586,,samuel.accimeus@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fc9qfYAA,False,,23719158,003G0000018f7C4IAI,0010A000002wPG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:44:10.000+0000,False,False,0050A000000WjqvQAC,2025-11-12T20:44:10.000+0000,0050A000000WjqvQAC,2025-11-12T20:44:11.000+0000,0050A000000WjqvQAC,2025-11-12T20:44:11.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcBfaYAE,False,,23719441,0030A0000029f0dQAA,0010A000002w3EsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process question,Medium,"User has process question on how to submit application. Referred to RSA for these type of inquiries.
============
Good afternoon Denis,

It was a pleasure speaking with you today about how to submit applications.

For processes questions like this one, I would advise to contact your RSA, Amanda Meehan at amanda.meehan@gwl.ca as she will have the information on where to submit the application and if done through Workspace, what steps you would follow.

If you have any other questions, don’t hesitate to reach out and we will gladly help

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-12T21:01:17.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-12T20:48:44.000+0000,005OH00000AbJ7aYAF,2025-11-12T21:01:17.000+0000,005OH00000AbJ7aYAF,2025-11-12T21:01:18.000+0000,(519)756-5834,(519) 732-0133,denis.anumudu@ig.ca,(519)756-1522,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcFXtYAM,False,,23719638,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:51:49.000+0000,False,False,005OH000005URvxYAG,2025-11-12T20:51:49.000+0000,005OH000005URvxYAG,2025-11-12T20:51:49.000+0000,005OH000005URvxYAG,2025-11-12T20:51:49.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcGNWYA2,False,,23721028,0030A0000029X3IQAU,0010A000002vwifQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:16:51.000+0000,False,False,005OH000005URvxYAG,2025-11-12T21:16:51.000+0000,005OH000005URvxYAG,2025-11-12T21:16:51.000+0000,005OH000005URvxYAG,2025-11-12T21:16:51.000+0000,(780)668-1770,,jason@zdybfinancials.com,(780)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcGaPYAU,False,,23719717,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:53:08.000+0000,False,False,005OH000005URvxYAG,2025-11-12T20:53:08.000+0000,005OH000005URvxYAG,2025-11-12T20:53:09.000+0000,005OH000005URvxYAG,2025-11-12T20:53:09.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcGx8YAE,False,,23721867,0035o000005jVmCAAU,0015o000006IFG7AAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:33:27.000+0000,False,False,005OH000006owoYYAQ,2025-11-12T21:33:27.000+0000,005OH000006owoYYAQ,2025-11-12T21:33:27.000+0000,005OH000006owoYYAQ,2025-11-12T21:33:27.000+0000,(639)382-0028,,sandrazhao@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcHcvYAE,False,,23719821,0030A00000CeKcIQAV,0010A00000DFlp0QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:54:44.000+0000,False,False,005OH000006owoYYAQ,2025-11-12T20:54:44.000+0000,005OH000006owoYYAQ,2025-11-12T20:54:45.000+0000,005OH000006owoYYAQ,2025-11-12T20:54:45.000+0000,(306)530-0067,,jasminezhou@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcJejYAE,False,,23719969,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:57:06.000+0000,False,False,005OH000005URvxYAG,2025-11-12T20:57:06.000+0000,005OH000005URvxYAG,2025-11-12T20:57:06.000+0000,005OH000005URvxYAG,2025-11-12T20:57:06.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcKvmYAE,False,,23720103,003OH00000QjYMtYAN,001OH00000WWlnuYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T20:59:40.000+0000,False,False,005OH000005URvxYAG,2025-11-12T20:59:40.000+0000,005OH000005URvxYAG,2025-11-12T20:59:41.000+0000,005OH000005URvxYAG,2025-11-12T20:59:41.000+0000,(403)346-0095,(403) 396-2094,shirleychahley@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcLWsYAM,False,,23720182,0030A0000029hNoQAI,0010A000002w5IQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:00:55.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T21:00:55.000+0000,005OH000004oiYEYAY,2025-11-12T21:00:55.000+0000,005OH000004oiYEYAY,2025-11-12T21:00:55.000+0000,(519)421-0240,(519) 788-1777,nkaxiotis@gmail.com,(519)539-2109,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcMG1YAM,False,,23720210,0030A0000029mPsQAI,0010A000002w9PgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:01:27.000+0000,False,False,005OH000005URvxYAG,2025-11-12T21:01:27.000+0000,005OH000005URvxYAG,2025-11-12T21:01:27.000+0000,005OH000005URvxYAG,2025-11-12T21:01:27.000+0000,(867)334-9411,,pierre@ykfinancialbrokers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcO3LYAU,False,,23721092,0030A0000029msxQAA,0010A000002w9ouQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:18:07.000+0000,False,False,005OH000005URvxYAG,2025-11-12T21:18:07.000+0000,005OH000005URvxYAG,2025-11-12T21:18:07.000+0000,005OH000005URvxYAG,2025-11-12T21:18:07.000+0000,(780)608-7797,(780) 668-2289,tim@vantfinancial.com,(780)608-7726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcOzQYAU,False,,23720842,0030A0000029dE8QAI,0010A000002w1nDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The customer was having issues accessing their Workspace account due to problems with the authenticator app. The agent worked with the customer to troubleshoot the issue, including confirming the customer's contact information. The agent will disconnect the authenticator and call the customer back to further assist with setting up the multi-factor authentication.
Called the user back and assisted to reconnect MFA, workspace had an issue with verifying the member and requested a password reset before signing on. Then we were able to reset MFA.

*********
Hi John, thank you for contacting the workspace support team today.

To recap our call, you were having some difficulties with the authenticator app, we did a remote log me in session and disconnected the current app from your workspace account, you reset your account password for verification reasons on Workspace and then we were able to connect the new authenticator. If you have any issues with your account, please let me know in your response to this email.

We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-12T21:41:22.000+0000,False,False,005OH00000BFQFCYA5,2025-11-12T21:13:15.000+0000,005OH00000BFQFCYA5,2025-11-12T21:41:22.000+0000,005OH00000BFQFCYA5,2025-11-12T21:41:22.000+0000,(416)783-7526,,john@northwoodfinancial.ca,(416)987-6022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcQErYAM,False,,23722313,0035o000004tRqXAAU,0015o000005SBIDAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:42:31.000+0000,False,False,005OH000006owoYYAQ,2025-11-12T21:42:31.000+0000,005OH000006owoYYAQ,2025-11-12T21:42:32.000+0000,005OH000006owoYYAQ,2025-11-12T21:42:32.000+0000,(306)777-0041,,chris.bodgan@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcQLGYA2,False,,23720870,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:13:52.000+0000,False,False,005OH000005URvxYAG,2025-11-12T21:13:52.000+0000,005OH000005URvxYAG,2025-11-12T21:13:53.000+0000,005OH000005URvxYAG,2025-11-12T21:13:53.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcS25YAE,False,,23720653,0030A0000029YteQAE,0010A000002vyFNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA set up,Medium,"User needed assistance with setting up Salesforce authenticator. Assisted user with resetting temporary password for RepNet ID from previous call (C23717349)

***********************************************
Good afternoon Feixue, 

Thank you for contacting the Workspace Support Team, I am glad I was able to assist you with setting up your Salesforce authenticator and resetting your temporary RepNet ID password!
 
Now that your Salesforce authenticator is linked to your user account, it can be used every time to verify and authorize your access using MFA. Each time you log in to Workspace Salesforce you’ll receive a notification asking you to authorize the login using the Salesforce Authenticator app on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T21:34:15.000+0000,False,False,005OH00000BG5v4YAD,2025-11-12T21:09:39.000+0000,005OH00000BG5v4YAD,2025-11-12T21:38:42.000+0000,005OH00000BG5v4YAD,2025-11-12T21:38:42.000+0000,(416)829-8236,,trust.secure@gmail.com,(905)604-7178,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcVT3YAM,False,,23722945,0030A00000C13kfQAB,0010A00000CbKNjQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:57:30.000+0000,False,False,005OH000005URvxYAG,2025-11-12T21:57:30.000+0000,005OH000005URvxYAG,2025-11-12T21:57:30.000+0000,005OH000005URvxYAG,2025-11-12T21:57:30.000+0000,(780)904-8205,,ronbuchaski@gmail.com,(780)387-4929,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcYCMYA2,False,,23721451,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:25:25.000+0000,False,False,005OH000004oiYEYAY,2025-11-12T21:25:25.000+0000,005OH000004oiYEYAY,2025-11-12T21:25:25.000+0000,005OH000004oiYEYAY,2025-11-12T21:25:25.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcYItYAM,False,,23724435,003G0000018f6ezIAA,0010A000002wOd1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Bonjour William, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’Espace affaires et la configuration de votre authentificateur Salesforce.

Pour récapituler ce que nous avons fait : nous avons déconnecté et reconnecté votre authentificateur. Ensuite, nous vous avons déconnecté et reconnecté afin de vérifier que vous recevez bien le code authentificateur.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T23:01:13.000+0000,False,False,005OH00000AbCcLYAV,2025-11-12T22:41:40.000+0000,005OH00000AbCcLYAV,2025-11-12T23:34:41.000+0000,005OH00000AbCcLYAV,2025-11-12T23:34:41.000+0000,(604)687-6808,(778) 837-7526,ayrton@clearwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcYU5YAM,False,,23721226,003G0000018f7mZIAQ,0010A000002wPt2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Dustin,

Unfortunately, it appears Julie S. do not have third-party access (TPA) for the requested code for us to send the information to. I have attached the TPA form, please fill it out and submit it to Distribution_Methodology@canadalife.com and cc our team in the email regarding Julie’s access. 

I have also attached a reference guide below on how to open an encrypted email message. If you continue to experience difficulties, please let me know the best time to contact you and schedule a LogMeIn session. I am available Monday to Friday 9:00AM to 5:00PM Eastern time.


1. Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example error message.

   

2. Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message

 
•	Please note the ""Password Email"" I provided is not to get into this site. The “Password Email” is for the Excel file itself as it is password-protected
•	Is the website asking for a one-time verification code? This is a separate code sent to your inbox or mobile device from the email service (ex. Microsoft 365 Encryption) 
o	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
o	Please check the general inbox, spam/junk folder
o	Please copy and paste the code to eliminate any mishaps
•	Is the website asking for login credentials? This is your email login credentials 
 

3. Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password located in the ""Password Email"" I provided.
•	The only time you input the password from the ""Password Email"" is shown below as reference
•	Please copy and paste the password to eliminate any mishaps

 

 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Dustin Serviss <dustin@servisswealth.com> 
Sent: November 17, 2025 4:55 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: Client Listing Request /Case23721226

HI Carmen 

We cannot open this file. I have been re sent the text code and it doesn’t work. Please work with Julie to get the list over thank you. 

There is a business sale situation here whereby me as the seller is obligated to provide this to Joey … we need to clean this up but want to see the list before, so we know it all gets moved and Joey can cross reference. ‘

Thank you 

Dustin Serviss, CFP CLU CIM CHS  
Partner
P 778.484.1435 ext. 1

#702 – 1726 Dolphin Ave, Kelowna, BC V1Y 9R9 
www.servisswealth.com


Hi Dustin,

As mentioned in my previous email, please see below for your password-protected Excel file:
7WGCHRJXL3

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Dustin,

Please find the attached file of the requested E5627 Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi there,

Please see the email below.

Could you please handle it?

Thank you,

Victoria Gershfang
Workflow Coordinator, Central Services and Strategy
100 Osborne Street North 3C 
Winnipeg, MB, R3C 1V3
Phone: (204)-813-0218
Toll Free: 1-888-333-8902
Email: Victoria.Gershfang@canadalife.com

 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com     Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Julie Scott <julie@servisswealth.com> 
Sent: November 4, 2025 12:07 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Dustin Serviss <dustin@servisswealth.com>
Subject: [EXT] List of all Canada Life Policie

Hello Canada life team, Could you please provide a complete list of all policies associated with Dustin Sersviss under code E5627? Thank you Warm regards, Julie Scott Executive Assistant P 778. 484. 1435 ext. 3 #702 – 1726 Dolphin Ave Kelowna,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello Canada life team,

Could you please provide a complete list of all policies associated with Dustin Sersviss under code E5627?

Thank you

Warm regards,

Julie Scott	                    
Executive Assistant
P 778.484.1435 ext. 3
 	
#702 – 1726 Dolphin Ave 
Kelowna, BC V1Y 9R9 	
    

 www.servisswealth.com

 	

STATEMENT OF CONFIDENTIALITY The information contained in this email message and any attachments may be confidential and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute, or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.",True,2025-11-12T21:21:06.000+0000,False,False,005OH0000071DK9YAM,2025-11-12T21:21:06.000+0000,005OH0000071DK9YAM,2025-11-18T21:06:52.000+0000,005OH0000071DK9YAM,2025-11-18T21:06:52.000+0000,(778) 484-1435,(250) 215-3533,dustin@servisswealth.com,(778) 484-1436,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcZwVYAU,False,,23723713,0030A0000029lX5QAI,0010A000002w8gsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Clarification on Illustration and Application Discrepancy,Medium,"The customer, who is an advisor's assistant at Edward Jones Investments, had a question regarding the illustration and application process. The customer mentioned that there was a 5% reduction rate shown on the workspace illustration, but it was not shown on the actual application. The agent suggested that the customer should contact their regional sales associate (RSA) to get more information about this product-related issue. The agent offered to provide the contact details of the RSA, Terry Kokaritis (403-663-2512 teri.kokaritis@canadalife.com). 

=========================emails====================
Hi Carl,

Thank you for the information. Just called Teri and left a message to her.

Best regards,
Na




Hi Na,

Thank you for contacting Workspace Support.

It was a pleasure speaking with you earlier regarding your question about the 5% reduction rate shown on the Workspace illustration but not appearing on the actual application.

As discussed, this appears to be a product-related inquiry. For detailed information about the product and how the reduction rate is applied, we recommend reaching out to your Regional Sales Associate (RSA), Terry Kokaritis. Terry will be able to provide further clarification and support regarding the illustration and application alignment.

Here is Terry’s contact information:

•	Phone: 403-663-2512
•	Email: teri.kokaritis@canadalife.com

If you experience any technical issues with the Web Illustrator tool or with submitting applications through Simple Protect, please don’t hesitate to reach out to us again. We’re happy to assist with any software-related concerns.

We’d love to hear your feedback on the support you received today. If you have a moment, please share your thoughts through our quick survey: Click Here for Survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T22:19:02.000+0000,False,False,0055o000001zVCKAA2,2025-11-12T22:19:02.000+0000,0055o000001zVCKAA2,2025-11-12T23:29:25.000+0000,0055o000001zVCKAA2,2025-12-13T02:01:34.000+0000,(604)468-8482,,james.leung@edwardjones.com,(604)468-8432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcbyDYAQ,False,,23721520,0030A000007v9LQQAY,0010A000008naHrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:26:34.000+0000,False,False,0050A000001rl3wQAA,2025-11-12T21:26:34.000+0000,0050A000001rl3wQAA,2025-11-12T21:26:34.000+0000,0050A000001rl3wQAA,2025-11-12T21:26:34.000+0000,(778)319-9057,,vandnasohnvi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcc9VYAQ,False,,23721550,0030A0000029kGXQAY,0010A000002w7coQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:27:06.000+0000,False,False,005OH00000865wTYAQ,2025-11-12T21:27:06.000+0000,005OH00000865wTYAQ,2025-11-12T21:27:06.000+0000,005OH00000865wTYAQ,2025-11-12T21:27:06.000+0000,(587)227-9214,,minetta.mcdonald@servus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fceMcYAI,False,,23721938,0030A0000029og3QAA,0010A000002wBI6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T21:34:50.000+0000,False,False,0055o000002DK5fAAG,2025-11-12T21:34:50.000+0000,0055o000002DK5fAAG,2025-11-12T21:34:51.000+0000,0055o000002DK5fAAG,2025-11-12T21:34:51.000+0000,(905)276-9456,,jeffrey.gregory@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcfH5YAI,False,,23722606,0030A0000029mzzQAA,0010A000002w9uyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Learning Centre issue,Medium,"Anton is having a problem finding his completed courses in the learning centre. We did a logmein session and figured out that he is in the correct area. Referred Anton to the learningcentreadministrator@canadalife.com for any learning centre issue.

=============

Hi Anton,

Thank you for contacting the workspace support about an issue where in you cannot find your completed courses in the learning centre.

I understand this must be upsetting on your part as you need to find it today however due to limited to the learning centre section I have referred you over to the team whom who can provided you guidance  for the said concern of yours which is the learningcentreadministrator@canadalife.com. Please send an inquiry to them as soon as possible so they are maybe able to provide guidance on a timely manner.

Appreciate your patience and understanding on this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-12T22:14:38.000+0000,False,False,005OH00000BFPZHYA5,2025-11-12T21:48:27.000+0000,005OH00000BFPZHYA5,2025-11-12T22:14:38.000+0000,005OH00000BFPZHYA5,2025-11-12T22:14:38.000+0000,(250)714-4366,,info@antongovednik.com,(250)760-7227,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcfdeYAA,False,,23722205,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,field will process redemption and then use funds from acct to purchase into RESP,True,2025-11-12T21:47:43.000+0000,False,False,005OH000006uYrkYAE,2025-11-12T21:40:18.000+0000,005OH000006uYrkYAE,2025-11-12T21:47:43.000+0000,005OH000006uYrkYAE,2025-11-12T21:47:43.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcl1XYAQ,False,,23722665,003G0000018f6uQIAQ,0010A000002wOwJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Request for DSC custom report,Medium,"User wanted a Workspace DSC custom report. This is not possible as DSC related information is not available in Workspace's database. 

========================emails=====================
Hi Terry, 

Thank you for contacting Workspace Support.  

I will be glad to assist you with your custom report request.

Unfortunately, DSC related information is not hosted in Workspace database so we wont be able to create a report that would filter the content based on DSC related information. 

I know that isp_customer_care@canadalife.com can provide book of business reports to advisors but I don’t know if they contain DSC related information. You can send them an email to check if their reports contain this information. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Terry Uhryn <terry@atafinancial.ca> 
Sent: Wednesday, November 12, 2025 7:23 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Client Accounts Showing/With DSC Funds

Good morning, I require a report, if possible, listing all my clients showing their “DSC” in their SEG Funds and Quadrus Mutual Funds. Advise, Thank you. Office 1 (306) 546. 1385 | Direct: 1 (306) 546. 1389 Fax: 1 (306) 543. 3886 terry@ atafinancial. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning,
I require a report, if possible, listing all my clients showing their “DSC” in their SEG Funds and Quadrus Mutual Funds.
Advise,
Thank you.
 
 	Office 1 (306) 546.1385 | Direct: 1 (306) 546.1389

 	Fax:1 (306) 543.3886

 	terry@atafinancial.ca

 	atafinancial.ca

  
If you are unable to reach me directly, please contact :
Danielle Penner Administrative Assistant 
Direct line: 306-546-1385 
Email: danielle@atafinancial.ca  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. Any activity in relation to my membership with the Canadian Association of Farm Advisors, Advocis and MDRT is related to my insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.",True,2025-11-12T21:50:09.000+0000,False,False,0055o000001zVCKAA2,2025-11-12T21:50:09.000+0000,0055o000001zVCKAA2,2025-11-12T21:50:09.000+0000,0055o000001zVCKAA2,2025-11-12T21:50:09.000+0000,(306)546-1385,,terry@atafinancial.ca,(306)543-3886,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcxPLYAY,False,,23725007,003G0000018f6lNIAQ,0010A000002wOn7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up on the 23690532,Medium,"Follow up email sent to the right email address: cindi@alexanderpotter.ca
Hello Cindi, 

Thank you for contacting Workspace Support. The issue regarding the missing “Client Access” function for the clients Kurtis and Kellie Dikur has been escalated to our back-end team. 

As soon as we have a response from their investigation, we will contact you either via phone at 604-807-7089 or via email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards,",True,2025-11-12T23:45:21.000+0000,False,False,005OH00000AbCcLYAV,2025-11-12T23:01:41.000+0000,005OH00000AbCcLYAV,2025-11-12T23:45:21.000+0000,005OH00000AbCcLYAV,2025-11-12T23:45:21.000+0000,(604)607-3585,(604) 607-3585,alexander@alexanderpotter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fcxh6YAA,False,,23725151,003OH000003K8avYAC,001OH000004BgZaYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Reset,Medium,"Helped user reset their MFA. Identified user and call them back to the number listed in Siebel
=====================emails=======================
Hi Paul,  

Thank you for contacting Workspace Support.  

I am glad I was able to help you reset your MFA associated with your Workspace account. 

If you have any questions or issues, don’t hesitate to contact us by email or by giving us a call. 

Have a wonderful evening. 

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey

Have a wonderful evening. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T23:07:45.000+0000,False,False,0055o000001zVCKAA2,2025-11-12T23:07:45.000+0000,0055o000001zVCKAA2,2025-11-12T23:08:04.000+0000,0055o000001zVCKAA2,2025-11-12T23:08:04.000+0000,(250)619-5390,,paul@wealthinplace.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fd2C5YAI,False,,23724953,0030A0000029cF2QAI,0010A000002w12lQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Support Rena called for MFA set up,  Talk to the advisor Latif Virani and pass authentication. Disconnected MFA and able to provide access to the adviser.

===============

Hi Rena,

Thank you for contacting the workspace support in setting up the multi-factor authenticator/MFA of Latif Virani’s workspace.

We have successfully reset the multi-factor authenticator and provide access to workspace. Thank you for your cooperation and Latif’s assistance in going through the authentication process. Please don’t hesitate to call us back if need further assistance.

I appreciate your time spent with us and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-12T23:08:13.000+0000,False,False,005OH00000BFPZHYA5,2025-11-12T22:59:15.000+0000,005OH00000BFPZHYA5,2025-11-12T23:14:46.000+0000,005OH00000BFPZHYA5,2025-11-12T23:14:46.000+0000,(604)942-2514,,latif@viranifinancial.ca,(604)942-5452,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fd2FFYAY,False,,23723811,0030A0000029dMIQAY,0010A000002w1utQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"The customer was having trouble logging into Workspace due to an issue with their email address. The agent worked with the customer to troubleshoot the issue, including trying a new login link and having the customer clear their cache and cookies. The customer was eventually able to log in using an authentication app. The agent also provided the customer with contact information to access their commission statements.
*******
Hi Matthew, thank you for contacting workspace support today.

To recap our call, you were having issues signing onto workspace , we did a remote log me in session and I provided a new workspace URL and the sign on was successful. You also wanted know how you can get the compensation statements contractandcompensation@canadalife.com should be able to assist you with your request.

We would love to hear your feedback ,I would appreciate if you could fill out this survey",True,2025-11-12T22:46:22.000+0000,False,False,005OH00000BFQFCYA5,2025-11-12T22:21:59.000+0000,005OH00000BFQFCYA5,2025-11-12T22:46:22.000+0000,005OH00000BFQFCYA5,2025-11-12T22:46:22.000+0000,(250)819-2913,,matthewg@peachtreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdAXmYAM,False,,23724997,003OH00000ESRi2YAH,001OH00000IALvIYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T23:01:22.000+0000,False,False,005OH000005URvxYAG,2025-11-12T23:01:22.000+0000,005OH000005URvxYAG,2025-11-12T23:01:23.000+0000,005OH000005URvxYAG,2025-11-12T23:01:23.000+0000,(587)778-2296,,noveegraceigpit@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdC8AYAU,False,,23724705,0030A0000029cF2QAI,0010A000002w12lQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,MFA set up was successful,True,2025-11-13T15:25:10.000+0000,False,False,005OH00000BFPZHYA5,2025-11-12T22:51:06.000+0000,005OH00000BFPZHYA5,2025-11-13T15:25:10.000+0000,005OH00000BFPZHYA5,2025-11-13T15:25:10.000+0000,(604)942-2514,,latif@viranifinancial.ca,(604)942-5452,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdCJTYA2,False,,23724851,0030A0000029dMIQAY,0010A000002w1utQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Changing Workspace Login Email Address,Medium,"Changing Workspace Login Email  KB0023058. User's new email address was updated in Apexa to the new email address. User was identified and we helped them update their email address
===========================emails=================
Hi Matthew, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you update your Workspace email address.

If you have any questions or issues, don’t hesitate to contact us by email or by giving us a call. 

To update your physical address and phone number we have on file, please send an email to contracts&compensation@canadalife.com 

Have a wonderful evening. 

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T22:55:24.000+0000,False,False,0055o000001zVCKAA2,2025-11-12T22:55:24.000+0000,0055o000001zVCKAA2,2025-11-12T22:55:37.000+0000,0055o000001zVCKAA2,2025-11-12T22:55:37.000+0000,(250)819-2913,,matthewg@peachtreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdCXyYAM,False,,23724699,003OH00000O88ykYAB,001OH00000TK7MVYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T22:50:55.000+0000,False,False,005OH000005URvxYAG,2025-11-12T22:50:55.000+0000,005OH000005URvxYAG,2025-11-12T22:50:55.000+0000,005OH000005URvxYAG,2025-11-12T22:50:55.000+0000,(780)265-5898,,brsv_25@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdDFYYA2,False,,23725484,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T23:24:25.000+0000,False,False,0055o000002KxaMAAS,2025-11-12T23:24:25.000+0000,0055o000002KxaMAAS,2025-11-12T23:24:25.000+0000,0055o000002KxaMAAS,2025-11-12T23:24:25.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdE58YAE,False,,23724941,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T22:58:48.000+0000,False,False,005OH000005URvxYAG,2025-11-12T22:58:48.000+0000,005OH000005URvxYAG,2025-11-12T22:58:48.000+0000,005OH000005URvxYAG,2025-11-12T22:58:48.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdMnSYAU,False,,23725856,0035o000007D4TfAAK,0015o000007t1KbAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T23:42:42.000+0000,False,False,005OH000002iJPDYA2,2025-11-12T23:42:42.000+0000,005OH000002iJPDYA2,2025-11-12T23:42:42.000+0000,005OH000002iJPDYA2,2025-11-12T23:42:42.000+0000,(778)927-5268,,lisashuoli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdMyjYAE,False,,23725307,003G0000018f6V5IAI,0010A000002wORmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conquest Re-enrollment,Medium,"User subscription has expired
=======================emails==================
Hi Jeff, 

Thank you for contacting Workspace Support.  

As discussed, please use this link to re-enroll to Conquest : 

https://app.smartsheet.com/b/form/26e13aa26dcb46a18287dc8f1a46a674

If you need to know how long it will take for your re-enrollment to be completed, please send an email to CanadaLifeTechnologyProgram@canadalife.com

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T23:15:09.000+0000,False,False,0055o000001zVCKAA2,2025-11-12T23:15:09.000+0000,0055o000001zVCKAA2,2025-11-12T23:15:09.000+0000,0055o000001zVCKAA2,2025-11-12T23:15:09.000+0000,(877)526-6687,(416) 996-4239,jeff@lamontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdN5FYAU,False,,23725785,0030A0000029hk0QAA,0010A000002w5ZgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-12T23:39:25.000+0000,False,False,005OH000002iJPDYA2,2025-11-12T23:39:25.000+0000,005OH000002iJPDYA2,2025-11-12T23:39:26.000+0000,005OH000002iJPDYA2,2025-11-12T23:39:26.000+0000,(604)438-3699,(778) 706-1121,karenliao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdNOaYAM,False,,23725923,0030A000005fhbwQAA,0010A000006PkteQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA form required,Medium,"Hi Nadine, 

Thank you for contacting Workspace Support.

As discussed, please find attached the Third Party Access (TPA) form. You’ll need to have the advisor sign and complete it, then return the form to distribution_methodology@canadalife.com.

Once the form is processed, you should have access to the clients associated with this comp code in your Workspace account (typically after one business day). 

If you have any questions about the form or the process, feel free to reach out to distribution_methodology@canadalife.com

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-12T23:46:31.000+0000,False,False,0055o000001zVCKAA2,2025-11-12T23:46:31.000+0000,0055o000001zVCKAA2,2025-11-12T23:55:21.000+0000,0055o000001zVCKAA2,2025-11-12T23:55:21.000+0000,(587)507-4545,,sarbloh.gill@veritylifesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdQkeYAE,False,,23726468,0035o000006mVVrAAM,0015o000007NIboAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T00:18:55.000+0000,False,False,005OH000002iJPDYA2,2025-11-13T00:18:55.000+0000,005OH000002iJPDYA2,2025-11-13T00:18:56.000+0000,005OH000002iJPDYA2,2025-11-13T00:18:56.000+0000,(778)288-8788,,investmentcad@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdRf5YAE,False,,23726471,0030A0000029dRdQAI,0010A000002w1ywQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy contract saving issue,Medium,"Good day Richard,

It was a pleasure speaking on the phone with you earlier regarding your policy contract saving issue.

I'm glad that the issue is resolved and you were able to save the policy contract from your account successfully.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

to: 'Richard.Pellegrini@igPWM.ca'
Good day Richard,

It was a pleasure speaking on the phone with you earlier regarding your policy contract saving issue.

I'm glad that the issue is resolved and you were able to save the policy contract from your account successfully.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T00:47:48.000+0000,False,False,005OH00000AbCcLYAV,2025-11-13T00:19:17.000+0000,005OH00000AbCcLYAV,2025-11-13T00:47:48.000+0000,005OH00000AbCcLYAV,2025-11-13T00:47:48.000+0000,(604)541-9334,(604) 788-4140,richard.pellegrini@ig.ca,(604)541-9343,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fdfOpYAI,False,,23726995,0035o000003dedwAAA,0015o000004HQ3RAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T01:11:50.000+0000,False,False,0050A000001rl3wQAA,2025-11-13T01:11:50.000+0000,0050A000001rl3wQAA,2025-11-13T01:11:51.000+0000,0050A000001rl3wQAA,2025-11-13T01:11:51.000+0000,(604)495-9092,(778) 239-6988,asgharsaad@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,141.0
500OH00000fepdmYAA,False,,23728577,003OH00000SmzE2YAJ,001OH00000Z2ni7YAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Change Workspace Email,Medium,"Name: Keray Stott
Advisor or support staff: Advisor
Advisor code: H7863 MGA
Advisor Name: Keray Stott
Phone: (250) 483-7627-250-514-8251	
Email: keray.stott@navacord.com		
1. Siebel verification:  completed	
2. Last Login to Workspace: probably Friday. SF shows Nov 12
Issue: Can you please update my email address for accessing Workspace from keray.stott@waypoint.ca to keray.stott@navacord.com

FINDINGS: 
will need to follow KB0023058

2 SF PROFILES FOUND

KB KB0023058 - IF THE EMAIL IN SIEBEL DOESN'T MATCH---Authenticate the user, update the email address in Workspace (Step 4), and then advise the user to update their email address in Apexa. If the Advisor does not know where to locate Apexa they should reach out to their MGA to obtain the link.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001owOwAAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HCE7AAO%26cntc%3D0035o000004HCE7AAO%26id%3D0055o000001owOwAAI


THIS PROFILE IS ADVISOR SOLUTIONS WITH TESTDUMMY EMAIL. CODE F7895
SIEBEL SHOWS- ADSL ACCOUNT IS ACTIVE CODE  F7895 WITH Keray.stott@navacord.com
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000AWyOIYA1%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000SnyREYAZ%26cntc%3D003OH00000SnyREYAZ%26id%3D005OH00000AWyOIYA1

--------------------------------------***DDS  11/17/2025***--------------------------
RESOLUTION: CALLED # ON FILE IN SIEBEL. VERIFIED.
FOLLOWED KB0023058
CHANGED EMAIL IN SF FROM keray.stott@waypoint.ca to keray.stott@navacord.com
had Keray sign in/out and in again to test.
also advised him to update the email seen in Siebel as he noted its old.  keray@marketplacefinancial.ca

SENT FOLLOW UP
--------------------------------------***DDS  11/17/2025***--------------------------
Hello Keray,

Thanks for taking my call today, it was a pleasure helping you change your email address to access Workspace.

We completed verification, then and changed your email from keray.stott@waypoint.ca to keray.stott@navacord.com
 
We made sure that you were able to login to Workspace successfully after the change. 

We then tested by having you sign out of Workspace and in again with success.

Please also update your contact email in Apexa or reach out to your MGA. 
 
Don’t hesitate to reach out if there is anything I can assist with in the future.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/14/2025***--------------------------
(250) 514-8251 IS THE # IN SIEBEL.  CALL SCHEDULED FOR MONDAY NOV 17 2PM EASTERN
SENT FOLLOW UP
--------------------------------------***DDS  11/14/2025***--------------------------
Thanks for the details Keray.

I’ve booked a call with you for Monday November 17th 11am (2pm eastern) and will call you at 250-514-8251.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/14/2025***--------------------------
UPDATE RECEIVED FROM KERAY
--------------------------------------***DDS  11/14/2025***--------------------------
Hi Anita,

Thanks for reaching out. I’ve provided responses to your questions below using red font…

 
Keray Stott
 
Hi Anita,

Thanks for reaching out. I’ve provided responses to your questions below using red font… 
 1.	Are you the advisor or do you support an advisor ---advisor
2.	Your advisor codes – H7863
3.	Your time zone PST
4.	Three preferred dates and times for a callback here’s a link to my calendar. Feel free to book a time that works for you
5.	We will reach you at the phone number on file, please confirm the number (If unsure, please check Apexa) 250-514-8251



--------------------------------------***DDS  11/13/2025***--------------------------
SENT FOLLOW UP
--------------------------------------***DDS  11/13/2025***--------------------------
Hello Keray,

Thank you for contacting Workspace Support.  
 
To change your Workspace email address, I would like to set up a phone call with you. Kindly provide the following details to help us schedule a callback:
1.	Are you the advisor or do you support an advisor
2.	Your advisor codes
3.	Your time zone
4.	Three preferred dates and times for a callback
5.	We will reach you at the phone number on file, please confirm the number (If unsure, please check Apexa)

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/13/2025***--------------------------
EMAIL RECEIVED IN CL MAILBOX
--------------------------------------***DDS  11/13/2025***--------------------------
Hi @CL Workspace Support,

Can you please update my email address for accessing Workspace from keray.stott@waypoint.ca to keray.stott@navacord.com?

Cheers!


Keray
 
Keray Stott
 
Consultant, Group Benefits & Retirement 
Navacord Benefits Consulting & Financial Services, British Columbia 
 
Waypoint Benefits & Financial Services Inc 
 
(250) 483-7627
250-483-7627
keray.stott@navacord.com
 
waypoint.ca
🍁 Proudly Serving Local Canadian Communities and Businesses 

The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.",True,2025-11-17T19:12:20.000+0000,False,False,005OH00000AUS7aYAH,2025-11-13T13:45:41.000+0000,005OH00000AUS7aYAH,2025-11-17T19:12:21.000+0000,005OH00000AUS7aYAH,2025-11-17T19:12:21.000+0000,(250)514-8251,,keray.stott@waypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000feyylYAA,False,,23728561,0030A000002UBObQAO,0010A000003GREkQAO,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,"***DDS 2025-11-13***
Following up on INC1841276.

===============================
***DDS 2025-11-13***
Bonjour Daniel,

Merci d’avoir pris mon appel concernant votre problème de code.

Nous sommes très désolés pour le délai dans le procès et la confusion avec la résolution, mais nous sommes heureux que votre problème a été résolu.

Nous avons soumis un formulaire de feedback pour vous et cette information sera donné aux équipes responsables.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support 
Sent: November 4, 2025 9:24 AM
To: 'Daniel Hunter' <daniel@hunterfinance.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>; Martin Blouin <mblouin@ppi.ca>
Subject: RE: Accès Affaires Nouvelles - INC1841276

Bonjour Daniel,

Merci pour le courriel et les captures d’écran.

Nous avons donné cette requête à notre équipe technique et nous vous informerons quand ils nous donneront une mise à jour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Daniel Hunter <daniel@hunterfinance.ca> 
Sent: November 3, 2025 3:57 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>; Martin Blouin <mblouin@ppi.ca>
Subject: [EXT] Re: Accès Affaires Nouvelles - INC1813283

Bonjour, J’ai suivi toutes les étapes du premier courriel reçu de Distribution Méthodologie. Voici ce que j’ai à l’écran. Les informations sont validées dans « préférences » de la proposition d’assurance, mais elles ne sont pas valides dans
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour,  

J’ai suivi toutes les étapes du premier courriel reçu de Distribution Méthodologie. Voici ce que j’ai à l’écran. Les informations sont validées dans « préférences » de la proposition d’assurance, mais elles ne sont pas valides dans le système de proposition.

Comme illustré dans votre courriel, je rencontre toujours ce problème et je vous envoi (pour une deuxième fois) une capture d’écran. 

SVP réglez ceci. 

Daniel



   
 
 
 
Daniel Hunter
Directeur associé | Managing partner
C  418 998-2346
T  888 880-2346
E  daniel@hunterfinance.ca

Conseiller en sécurité financière | Financial security advisor*
Conseiller en assurance et rentes collectives | Group insurance and group annuity plan advisor*
Conseiller en fonds d'investissement | Investment Funds Advisor**
hunterfinance.ca

211-3291 ch Ste-Foy, Quebec G1X 3V2
*Rattaché à Hunter Finance | Registered with Hunter Finance
**Rattaché à Investia | Registered with Investia
Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement. Les fonds communs de placement, les produits du marché dispensé et les fonds négociés en bourse sont offerts par l’intermédiaire d’Investia Services financiers inc. Pour cesser de recevoir des messages électroniques commerciaux de la part d’Investia Services financiers inc., veuillez-vous désabonner en cliquant ici. Pour cesser de recevoir des messages électroniques commerciaux de la part de Hunter Finance, veuillez répondre à ce courriel en écrivant « Me désabonner » dans l’objet de votre message. 

This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. Mutual funds, exempt market products and exchange-traded funds are offered through Investia Financial Services Inc. To stop receiving commercial electronic messages from Investia Financial Services Inc., please unsubscribe by clicking here. To stop receiving commercial electronic messages from Hunter Finance, please reply to this email with « Unsubscribe » in the subject line.

Le 3 nov. 2025 à 14:02, CL Workspace Support <CLWorkspaceSupport@canadalife.com> a écrit :

Bonjour Daniel,
 
Merci pour votre courriel concernant votre problème de code de vente.
 
Voici les instructions dans le courriel que Distribution Méthodologie vous avez envoyé il y a quelques jours :
« Vous devez configurer vos préférences pour les nouveaux clients ; sans cela, ils ne pourront rien faire.
 
Connectez-vous à la section « Nouveaux clients » et, sur la page d'accueil, cliquez sur le bouton « Préférences du conseiller ». Cliquez ensuite sur l'identifiant utilisateur/portail Repnet. Vous serez alors redirigé vers la page des préférences du conseiller. Vous devrez également compléter la page des notifications. »
 
Si vous avez complétez ces étapes et vous rencontrez toujours ce problème, envoyez-nous une capture d’écran de vos préférences des nouveaux clients et nous pourrons investiguer plus profondément.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Daniel Hunter <daniel@hunterfinance.ca> 
Sent: November 3, 2025 11:31 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>; Martin Blouin <mblouin@ppi.ca>
Subject: [EXT] Re: Accès Affaires Nouvelles - INC1813283
 
Bonjour, J’aimerais vous informer que ma session Canada Vie n’est pas programmée correctement et que l’on retrouve mon ancien code de vente à plusieurs endroits de la plateforme. Je ne sais même pas si je peux placer des nouvelles ventes. . . 
Bonjour,  
 
J’aimerais vous informer que ma session Canada Vie n’est pas programmée correctement et que l’on retrouve mon ancien code de vente à plusieurs endroits de la plateforme. Je ne sais même pas si je peux placer des nouvelles ventes...
 
Mon ancien code - C1690
Mon nouveau code: H5239
 
SVP corrigez ceci, c’est désagréable.
 
Merci,
 
<image001.png>
 
<~WRD0001.jpg>
Daniel Hunter
Directeur associé | Managing partner
C  418 998-2346
T  888 880-2346
E  daniel@hunterfinance.ca

Conseiller en sécurité financière | Financial security advisor*
Conseiller en assurance et rentes collectives | Group insurance and group annuity plan advisor*
Conseiller en fonds d'investissement | Investment Funds Advisor**
hunterfinance.ca

211-3291 ch Ste-Foy, Quebec G1X 3V2
*Rattaché à Hunter Finance | Registered with Hunter Finance
**Rattaché à Investia | Registered with Investia
Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement. Les fonds communs de placement, les produits du marché dispensé et les fonds négociés en bourse sont offerts par l’intermédiaire d’Investia Services financiers inc. Pour cesser de recevoir des messages électroniques commerciaux de la part d’Investia Services financiers inc., veuillez-vous désabonner en cliquant ici. Pour cesser de recevoir des messages électroniques commerciaux de la part de Hunter Finance, veuillez répondre à ce courriel en écrivant « Me désabonner » dans l’objet de votre message. 

This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. Mutual funds, exempt market products and exchange-traded funds are offered through Investia Financial Services Inc. To stop receiving commercial electronic messages from Investia Financial Services Inc., please unsubscribe by clicking here. To stop receiving commercial electronic messages from Hunter Finance, please reply to this email with « Unsubscribe » in the subject line.

Le 15 oct. 2025 à 15:34, CL Workspace Support <CLWorkspaceSupport@canadalife.com> a écrit :
 
Bonjour Équipe Distribution Méthodologie,
 
Daniel est capable de voir ses clients et polices dans l’Espace Affaires, mais quand il essaye de soumettre une nouvelle proposition ou de même voir des propositions soumises dans le Dashboard des Affaires Nouvelles, il n’a pas l’option de choisir son code de conseiller actif le H5239, mais il voit son ancien code le C1690.
 
@Distribution Methodology Pourrez-vous vérifier et réparer son accès des Affaires Nouvelles pour son code actif de H5239?
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T16:08:27.000+0000,False,False,005OH00000AX0rVYAT,2025-11-13T13:45:07.000+0000,005OH00000AX0rVYAT,2025-11-13T16:08:27.000+0000,005OH00000AX0rVYAT,2025-11-13T16:08:27.000+0000,(418)998-2346,,daniel@hunterfinance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ff4McYAI,False,,23728307,003G000001EHrXFIA1,0010A000002wRwXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-signature link.,Medium,"user send the signature link to insured but cannot send the link to owner
Please confirm the client's details and resend thelink
Advisor’s name & phone number: 506 863-6400
Application number :60916205-8
ISAM ID (@clext):
Description of the issue: owner need to sign but advisor does not have the option to resend the signature 

EMAIL============================
Hello,
User Michel Noel sent a signature Request to insure but does not have the option to send the link to the owner on a simple protect application. He tried to edit the application and email still no change.

Can we please a manual link to user.

Advisor’s name & phone number: 506 863-6400
Application number :60916205-8
ISAM ID (@clext): LL32315@clext
Description of the issue: owner need to sign but advisor does not have the option to resend the signature link.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
   
======================
Bonjour Michel ,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis avec la signature electronique de l’application simplement proteger, J'ai vraiment apprécié notre échange.

nous avons demandé un lien manuel, veuillez vous attendre à une réponse de l’équipe du 2ème niveau bientôt.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T13:59:51.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-13T13:32:43.000+0000,005OH00000AZ3ZxYAL,2025-11-13T13:59:51.000+0000,005OH00000AZ3ZxYAL,2025-11-13T13:59:51.000+0000,(506)863-6400,,michel.noel@omg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ff5YoYAI,False,,23729400,0030A000002UBObQAO,0010A000003GREkQAO,,,,,,,012OH000000ijW5YAI,Closed,,Email,,New Business WebApp Code Issue.,Medium,"***DDS 2025-11-13***
Following up on INC1841276.
User's issue was resolved by DM.

===========================
***Email Chain***
Bonjour Daniel,

Merci d’avoir pris mon appel concernant votre problème de code.

Nous sommes très désolés pour le délai dans le procès et la confusion avec la résolution, mais nous sommes heureux que votre problème a été résolu.

Nous avons soumis un formulaire de feedback pour vous et cette information sera donné aux équipes responsables.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support 
Sent: November 4, 2025 9:24 AM
To: 'Daniel Hunter' <daniel@hunterfinance.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>; Martin Blouin <mblouin@ppi.ca>
Subject: RE: Accès Affaires Nouvelles - INC1841276

Bonjour Daniel,

Merci pour le courriel et les captures d’écran.

Nous avons donné cette requête à notre équipe technique et nous vous informerons quand ils nous donneront une mise à jour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Daniel Hunter <daniel@hunterfinance.ca> 
Sent: November 3, 2025 3:57 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>; Martin Blouin <mblouin@ppi.ca>
Subject: [EXT] Re: Accès Affaires Nouvelles - INC1813283

Bonjour, J’ai suivi toutes les étapes du premier courriel reçu de Distribution Méthodologie. Voici ce que j’ai à l’écran. Les informations sont validées dans « préférences » de la proposition d’assurance, mais elles ne sont pas valides dans
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour,  

J’ai suivi toutes les étapes du premier courriel reçu de Distribution Méthodologie. Voici ce que j’ai à l’écran. Les informations sont validées dans « préférences » de la proposition d’assurance, mais elles ne sont pas valides dans le système de proposition.

Comme illustré dans votre courriel, je rencontre toujours ce problème et je vous envoi (pour une deuxième fois) une capture d’écran. 

SVP réglez ceci. 

Daniel



   
 
 
 
Daniel Hunter
Directeur associé | Managing partner
C  418 998-2346
T  888 880-2346
E  daniel@hunterfinance.ca

Conseiller en sécurité financière | Financial security advisor*
Conseiller en assurance et rentes collectives | Group insurance and group annuity plan advisor*
Conseiller en fonds d'investissement | Investment Funds Advisor**
hunterfinance.ca

211-3291 ch Ste-Foy, Quebec G1X 3V2
*Rattaché à Hunter Finance | Registered with Hunter Finance
**Rattaché à Investia | Registered with Investia
Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement. Les fonds communs de placement, les produits du marché dispensé et les fonds négociés en bourse sont offerts par l’intermédiaire d’Investia Services financiers inc. Pour cesser de recevoir des messages électroniques commerciaux de la part d’Investia Services financiers inc., veuillez-vous désabonner en cliquant ici. Pour cesser de recevoir des messages électroniques commerciaux de la part de Hunter Finance, veuillez répondre à ce courriel en écrivant « Me désabonner » dans l’objet de votre message. 

This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. Mutual funds, exempt market products and exchange-traded funds are offered through Investia Financial Services Inc. To stop receiving commercial electronic messages from Investia Financial Services Inc., please unsubscribe by clicking here. To stop receiving commercial electronic messages from Hunter Finance, please reply to this email with « Unsubscribe » in the subject line.

Le 3 nov. 2025 à 14:02, CL Workspace Support <CLWorkspaceSupport@canadalife.com> a écrit :

Bonjour Daniel,
 
Merci pour votre courriel concernant votre problème de code de vente.
 
Voici les instructions dans le courriel que Distribution Méthodologie vous avez envoyé il y a quelques jours :
« Vous devez configurer vos préférences pour les nouveaux clients ; sans cela, ils ne pourront rien faire.
 
Connectez-vous à la section « Nouveaux clients » et, sur la page d'accueil, cliquez sur le bouton « Préférences du conseiller ». Cliquez ensuite sur l'identifiant utilisateur/portail Repnet. Vous serez alors redirigé vers la page des préférences du conseiller. Vous devrez également compléter la page des notifications. »
 
Si vous avez complétez ces étapes et vous rencontrez toujours ce problème, envoyez-nous une capture d’écran de vos préférences des nouveaux clients et nous pourrons investiguer plus profondément.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Daniel Hunter <daniel@hunterfinance.ca> 
Sent: November 3, 2025 11:31 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>; Martin Blouin <mblouin@ppi.ca>
Subject: [EXT] Re: Accès Affaires Nouvelles - INC1813283
 
Bonjour, J’aimerais vous informer que ma session Canada Vie n’est pas programmée correctement et que l’on retrouve mon ancien code de vente à plusieurs endroits de la plateforme. Je ne sais même pas si je peux placer des nouvelles ventes. . . 
Bonjour,  
 
J’aimerais vous informer que ma session Canada Vie n’est pas programmée correctement et que l’on retrouve mon ancien code de vente à plusieurs endroits de la plateforme. Je ne sais même pas si je peux placer des nouvelles ventes...
 
Mon ancien code - C1690
Mon nouveau code: H5239
 
SVP corrigez ceci, c’est désagréable.
 
Merci,
 
<image001.png>
 
<~WRD0001.jpg>
Daniel Hunter
Directeur associé | Managing partner
C  418 998-2346
T  888 880-2346
E  daniel@hunterfinance.ca

Conseiller en sécurité financière | Financial security advisor*
Conseiller en assurance et rentes collectives | Group insurance and group annuity plan advisor*
Conseiller en fonds d'investissement | Investment Funds Advisor**
hunterfinance.ca

211-3291 ch Ste-Foy, Quebec G1X 3V2
*Rattaché à Hunter Finance | Registered with Hunter Finance
**Rattaché à Investia | Registered with Investia
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Le 15 oct. 2025 à 15:34, CL Workspace Support <CLWorkspaceSupport@canadalife.com> a écrit :
 
Bonjour Équipe Distribution Méthodologie,
 
Daniel est capable de voir ses clients et polices dans l’Espace Affaires, mais quand il essaye de soumettre une nouvelle proposition ou de même voir des propositions soumises dans le Dashboard des Affaires Nouvelles, il n’a pas l’option de choisir son code de conseiller actif le H5239, mais il voit son ancien code le C1690.
 
@Distribution Methodology Pourrez-vous vérifier et réparer son accès des Affaires Nouvelles pour son code actif de H5239?
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T14:30:17.000+0000,False,False,005OH00000AX0rVYAT,2025-11-13T14:12:26.000+0000,005OH00000AX0rVYAT,2025-11-13T14:30:17.000+0000,005OH00000AX0rVYAT,2025-11-13T14:30:17.000+0000,(418)998-2346,,daniel@hunterfinance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffB6PYAU,False,,23729313,003OH000004QLo5YAG,0010A000002vtm6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate Request,Medium,"Dup request see 23696770

Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Carrie Lee <carrie.lee@qfscanada.com> 
Sent: November 11, 2025 12:42 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] FW: Client listing for advisor Santo Julien (Life code:: 06262; Fundserv code: 3147-10283)

Good afternoon insurance team, Can you please provide active client listings for advisor Santo Julien (Life code: : 06262)? 💭 Your thoughts are as valuable as your time – let’s hear them! Take our quick survey here. Thank you. Carrie
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Good afternoon insurance team,

Can you please provide active client listings for advisor Santo Julien (Life code:: 06262)?



💭 Your thoughts are as valuable as your time – let’s hear them! Take our quick survey here.
 
Thank you.
 
Carrie Lee
Wealth and Inforce Insurance Case Specialist
QFS
 
Feel like family™
200 Catherine Street, Suite 401, Ottawa, ON K2P 2K9
PH 613-902-5101 | F 613-902-4813
www.qfscanada.com


From: Carrie Lee 
Sent: November 11, 2025 1:25 PM
To: Commissions, Canada Life <commissions@canadalife.com>; ISP Customer Care <isp_customer_care@canadalife.com>
Subject: FW: Client listing for advisor Santo Julien (Life code:: 06262; Fundserv code: 3147-10283)

Good afternoon insurance and investment team,

Can you please provide active client listings for insurance and investment for advisor Santo Julien (Life code:: 06262; Fundserv code: 3147-10283)?

💭 Your thoughts are as valuable as your time – let’s hear them! Take our quick survey here.
 
Thank you.
 
Carrie Lee
Wealth and Inforce Insurance Case Specialist
QFS
 
Feel like family™
200 Catherine Street, Suite 401, Ottawa, ON K2P 2K9
PH 613-902-5101 | F 613-902-4813
www.qfscanada.com


STATEMENT OF CONFIDENTIALITY 
The information contained in this email message and any attachments may be confidential and legally privileged and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.",True,2025-11-13T14:10:05.000+0000,False,False,005OH0000088z1hYAA,2025-11-13T14:10:05.000+0000,005OH0000088z1hYAA,2025-11-13T14:10:06.000+0000,005OH0000088z1hYAA,2025-11-13T14:10:06.000+0000,,,carrie.lee@qfscanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffGCTYA2,False,,23729025,0030A0000029YiiQAE,0010A000002vy4qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T14:02:00.000+0000,False,False,005OH00000245RQYAY,2025-11-13T14:02:00.000+0000,005OH00000245RQYAY,2025-11-13T14:02:00.000+0000,005OH00000245RQYAY,2025-11-13T14:02:00.000+0000,(418)930-8862,(418) 930-8862,marc@llgp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffKDPYA2,False,,23731245,0030A0000029Z0CQAU,0010A000002vyLbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T14:58:08.000+0000,False,False,005G0000002gxxjIAA,2025-11-13T14:58:08.000+0000,005G0000002gxxjIAA,2025-11-13T14:58:09.000+0000,005G0000002gxxjIAA,2025-11-13T14:58:09.000+0000,(819)566-0666,(418) 814-8807,mario.mccutcheon@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffP1GYAU,False,,23729641,003G0000018f7FPIAY,0010A000002wPKCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"*** DDS 13NOV2025 ***
unable to merge due to SIN discrepancy, referred to ASC
----------------------------------------------------EMAIL CHAIN:
Hello Elizabeth,

Thank you for contacting Workspace Support regarding the merge issue below. We are unable to merge the accounts due to a SIN number discrepancy. Please reach out to the Advisor Service Centre (1-888-252-1847 or Advisor Support Chat in Workspace) to have the incorrect SIN corrected. After you receive confirmation from Head Office that the change has been processed, the change will be reflected in Workspace in 5 business days allowing you to merge the accounts. If you are unable to merge the accounts after this time, please reach out and we will investigate further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: October 31, 2025 3:15 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission - C23729641

This is an alert to let you know that Elizabeth Farquharson (elizabeth@ fortunafg. ca) has submitted a merge issue. Client details: First name: Jillian Middle name (if applicable): Terena Last name: Holden DOB: September 17, 1984 Policy Number(s): 
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ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Elizabeth Farquharson (elizabeth@fortunafg.ca) has submitted a merge issue.
 
Client details:
First name: Jillian
Middle name (if applicable): Terena
Last name: Holden
DOB: September 17, 1984
Policy Number(s): 69086172T,69076747T, F010537554
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000005Kh28QAC/jillian-holden?tabset-bca9e=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000ZEsu5YAD/jillian-terena-holden?tabset-bca9e=3
URL 3: 
URL 4: 
Additional details:",True,2025-11-13T14:38:15.000+0000,False,False,005OH000006wv2TYAQ,2025-11-13T14:18:45.000+0000,005OH000006wv2TYAQ,2025-11-13T14:38:16.000+0000,005OH000006wv2TYAQ,2025-11-13T14:38:16.000+0000,(705)720-1475,(705) 220-6666,wayne@fortunafg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffP2sYAE,False,,23729954,0030A0000029WluQAE,0010A000002vwRkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T14:27:27.000+0000,False,False,005G0000002gxxjIAA,2025-11-13T14:27:27.000+0000,005G0000002gxxjIAA,2025-11-13T14:27:27.000+0000,005G0000002gxxjIAA,2025-11-13T14:27:27.000+0000,(450)508-2174,438-878-2176,emilie.bertrand-deschenes@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffQTdYAM,False,,23730819,0030A000002vSjcQAE,0010A000003gyE9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T14:48:26.000+0000,False,False,005OH00000245ROYAY,2025-11-13T14:48:26.000+0000,005OH00000245ROYAY,2025-11-13T14:48:26.000+0000,005OH00000245ROYAY,2025-11-13T14:48:26.000+0000,(548)690-9066,(519) 878-1832,carson.kastelein@alpinewealth.ca,(548)866-0223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffUc1YAE,False,,23730042,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T14:29:40.000+0000,False,False,005OH00000245RQYAY,2025-11-13T14:29:40.000+0000,005OH00000245RQYAY,2025-11-13T14:29:40.000+0000,005OH00000245RQYAY,2025-11-13T14:29:40.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffWlxYAE,False,,23732005,003G000001C49vgIAB,0010A000002wRmGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conquest is read only,Medium,"Name: Jordan Bain
Advisor or support staff: Advisor 
Advisor Name: 
Advisor Code: F7642
Phone:	
Email: jordan.bain@ipcsecurities.com		
1. Siebel verification: completed
2. Last Login to Workspace: n/a

Issue: Conquest is read only.

RESOLUTION: followed KB0023350. jordan is on the de-provision list. advised him as per KB

SENT FOLLOW UP
--------------------------------------***DDS  11/13/2025***--------------------------
Hello Jordan, 

Thank you for contacting Workspace support today regarding plans in Conquest as the fields are all greyed out and shows read only.
 
As discussed, A re-enrollment request was sent out on August 28th, 2025. As no reply to re-enroll in Digital Toolkit and/or Goals Based Planning was received, the account was moved to Read-Only.
 
Please follow this re-enrollment link below to get this setup again, thanks.
Canada Life Digital Toolkit Re-enrolment form

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-13T15:25:45.000+0000,False,False,005OH00000AUS7aYAH,2025-11-13T15:13:09.000+0000,005OH00000AUS7aYAH,2025-11-13T15:25:45.000+0000,005OH00000AUS7aYAH,2025-11-13T15:25:45.000+0000,(902)742-3195,,jordan.bain@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffXGXYA2,False,,23730212,0030A00000CghpSQAR,0010A00000DICdCQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T14:34:17.000+0000,False,False,0050A000000WjqvQAC,2025-11-13T14:34:17.000+0000,0050A000000WjqvQAC,2025-11-13T14:34:17.000+0000,0050A000000WjqvQAC,2025-11-13T14:34:17.000+0000,(613)447-4586,(613) 447-4586,alexlacelle@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffZVFYA2,False,,23730366,003OH00000RcYKbYAN,001OH00000XZMnlYAH,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate Request,Medium,"Duplicate see 23678674/23678797

Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Aileen Dasalla <aileen@saasinsurance.ca> 
Sent: November 10, 2025 1:36 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] Client Reporting - Annual Premium Payments

Hello, Can you please send me a list of annual premium payment clients for the following advisor codes: Aileen Dasalla - 615450 Brandon Chapman - 662852 Thank you, Aileen Dasalla Financial Advisor Schedule a meeting to explore your goals and
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Hello,

Can you please send me a list of annual premium payment clients for the following advisor codes:

Aileen Dasalla - 615450
Brandon Chapman - 662852

Thank you,

       
Aileen Dasalla
Financial Advisor	 
Schedule a meeting to explore your goals and see how we can support your financial journey.
Phone: (604)-687-6066 (Call only) | aileen@saasinsurance.ca | saasinsurance.ca
Connect with us on LinkedIn",True,2025-11-13T14:38:09.000+0000,False,False,005OH0000088z1hYAA,2025-11-13T14:38:09.000+0000,005OH0000088z1hYAA,2025-11-13T14:38:10.000+0000,005OH0000088z1hYAA,2025-11-13T14:38:10.000+0000,(778)223-6442,,aileen@saasinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffaMTYAY,False,,23730432,0030A0000029gU4QAI,0010A000002w4WFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T14:39:52.000+0000,False,False,0055o000002DK5fAAG,2025-11-13T14:39:52.000+0000,0055o000002DK5fAAG,2025-11-13T14:39:53.000+0000,0055o000002DK5fAAG,2025-11-13T14:39:53.000+0000,(905)366-4419,(905) 366-4419,carol.smith@dfsin.ca,(905)276-4964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffavxYAA,False,,23730469,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T14:40:36.000+0000,False,False,005OH000004oiYEYAY,2025-11-13T14:40:36.000+0000,005OH000004oiYEYAY,2025-11-13T14:40:37.000+0000,005OH000004oiYEYAY,2025-11-13T14:40:37.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fffkLYAQ,False,,23730840,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T14:49:03.000+0000,False,False,005OH00000245RQYAY,2025-11-13T14:49:03.000+0000,005OH00000245RQYAY,2025-11-13T14:49:03.000+0000,005OH00000245RQYAY,2025-11-13T14:49:03.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffgOfYAI,False,,23730882,003G0000018f7AeIAI,0010A000002wPEdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Salesforce Authenticator assist,Medium,"***DDS*** 11/13/25
Name: Debra Muise
Phone:902-402-5477
Reference: KB0016714

Hello Debra,

Thank you for contacting Workspace Support today regarding setting up Salesforce Authenticator, I’d like to re-cap our call.

-	Setup new account on Salesforce Authenticator app on mobile device.
-	Cleared Cache and Cookies on Edge.
-	successfully logged in to both Chrome and Edge.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-13T15:21:15.000+0000,False,False,005OH00000BGeeHYAT,2025-11-13T14:50:07.000+0000,005OH00000BGeeHYAT,2025-11-13T15:22:56.000+0000,005OH00000BGeeHYAT,2025-11-13T15:22:56.000+0000,(902)402-5477,(902) 402-5477,debra@nationalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffjzHYAQ,False,,23731461,0030A00000B6c4pQAB,0010A00000BguBcQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Group plan statements,Medium,"Advisor wants to access statements for group policies that do not show up on Workspace. Referred to RSA on how/where to get statements for those policies.

=============
Good morning Amitabh,

It was a pleasure having you on the phone concerning group plan statements.

Unfortunately since those policies are not on your Workspace account, the online statements would not be available there. For more information on where to get those statements, I would advise you to contact your RSA, Marisa Spada at marisa.spada@canadalife.com or by phone at (416) 552-3139.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-13T15:16:16.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-13T15:02:42.000+0000,005OH00000AbJ7aYAF,2025-11-13T15:16:16.000+0000,005OH00000AbJ7aYAF,2025-11-13T15:16:16.000+0000,(905)208-1726,,amitabh@policyadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffn3dYAA,False,,23732016,0030A0000029WpPQAU,0010A000002vwV1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T15:13:17.000+0000,False,False,005G0000002gxxjIAA,2025-11-13T15:13:17.000+0000,005G0000002gxxjIAA,2025-11-13T15:13:18.000+0000,005G0000002gxxjIAA,2025-11-13T15:13:18.000+0000,(450)508-2174,514-608-7583,nancy.morin2@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffnLLYAY,False,,23731475,003G0000018f7FPIAY,0010A000002wPKCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***2025/11/13***
 
Added middle initial to the to the middle initial field and we added the middle initial to the London Life field. CL: 9284299360 LL: 0364011114 
 
================================================================================== 
****Email Chain**
 

Hello Elizabeth,

Thank you for contacting Workspace Support regarding the merge issue below. I’ve amended the user’s accounts in our system; you should find that the merge prompt appears in Workspace in 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Friday, October 31, 2025 3:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission - C23731475

This is an alert to let you know that Elizabeth Farquharson (elizabeth@ fortunafg. ca) has submitted a merge issue. Client details: First name: Marlene Middle name (if applicable): A Last name: Howie DOB: August 29, 1943 Policy Number(s): 410631907,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Elizabeth Farquharson (elizabeth@fortunafg.ca) has submitted a merge issue.
 
Client details:
First name: Marlene
Middle name (if applicable): A
Last name: Howie
DOB: August 29, 1943
Policy Number(s): 410631907, H035063U
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000005JNTNQA4/marlene-howie?tabset-bca9e=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000CYMthYAH/marlene-a-howie?tabset-bca9e=3
URL 3: 
URL 4: 
Additional details: 
***",True,2025-11-13T15:18:03.000+0000,False,False,005OH00000BFPZIYA5,2025-11-13T15:03:04.000+0000,005OH00000BFPZIYA5,2025-11-13T15:18:03.000+0000,005OH00000BFPZIYA5,2025-11-13T15:18:03.000+0000,(705)720-1475,(705) 220-6666,wayne@fortunafg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffnrbYAA,False,,23732055,0035o0000060L1eAAE,0015o000006YBZwAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"The customer was having trouble logging into their workspace account due to issues with their multi-factor authentication. The agent was able to assist the customer in removing the multi-factor authentication so they could log in and set it up again on their new device. The agent will follow up with the customer via email in case they have any further issues.

****
Hi Shamane, thank you for contacting workspace support today.

To recap our call , you mentioned getting a new phone and wanting to set up the MFA for workspace as you were having troubles signing on. I was able to disconnect the current MFA, and you were able to set up your new authenticator app and sign on. If you have any issues, please let me know in your response to this email.

We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-13T15:30:33.000+0000,False,False,005OH00000BFQFCYA5,2025-11-13T15:13:52.000+0000,005OH00000BFQFCYA5,2025-11-13T15:30:33.000+0000,005OH00000BFQFCYA5,2025-11-13T15:30:33.000+0000,(437)608-4300,,shamane@horizoninsuranceadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffntEYAQ,False,,23734585,0030A0000029gA6QAI,0010A000002w4E2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T15:57:10.000+0000,False,False,0055o000001NWfMAAW,2025-11-13T15:57:10.000+0000,0055o000001NWfMAAW,2025-11-13T15:57:10.000+0000,0055o000001NWfMAAW,2025-11-13T15:57:10.000+0000,(416)722-3837,,garyfarwaha@gmail.com,(905)703-1566,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffocOYAQ,False,,23732807,0030A0000029YSxQAM,0010A000002vxt7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T15:27:24.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T15:27:24.000+0000,005OH000003ds0PYAQ,2025-11-13T15:27:24.000+0000,005OH000003ds0PYAQ,2025-11-13T15:27:24.000+0000,(226)453-2263,,michelle.kay-scott@edwardjones.com,(844)854-2388,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffpDYYAY,False,,23733811,0030A0000029nfVQAQ,0010A000002wAVLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T15:43:56.000+0000,False,False,0050A000000WjqvQAC,2025-11-13T15:43:56.000+0000,0050A000000WjqvQAC,2025-11-13T15:43:57.000+0000,0050A000000WjqvQAC,2025-11-13T15:43:57.000+0000,(613)746-1450X233,(613) 883-8621,serge.gravelle@manthainsurance.com,(613)746-9836,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffpgZYAQ,False,,23732854,003G0000018f6RuIAI,0010A000002wOOFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T15:28:13.000+0000,False,False,0050A000000WjqvQAC,2025-11-13T15:28:13.000+0000,0050A000000WjqvQAC,2025-11-13T15:28:14.000+0000,0050A000000WjqvQAC,2025-11-13T15:28:14.000+0000,(613)267-3550,,dave@twealthsolutions.ca,(613)267-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffqQSYAY,False,,23736611,0035o0000073rTGAAY,0015o000007hBJLAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:31:12.000+0000,False,False,005OH0000084GETYA2,2025-11-13T16:31:12.000+0000,005OH0000084GETYA2,2025-11-13T16:31:12.000+0000,005OH0000084GETYA2,2025-11-13T16:31:12.000+0000,(905)330-5767,,ken@kencrosson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffxe3YAA,False,,23732760,003G0000018f71lIAA,0010A000002wP55QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Authenticator,Medium,"**DDS**11/13/2025
User was transfer from sd ,he had issue connecting his mfa browser authenticator.
EMAIL============
Hello Geoff,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you regarding the browser Authenticator.

On our call today we disconect your old connection and reconnect the chrome authenticator with your Workspace account.

You were able to log in workpsace and gain access to your account.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-11-13T16:02:20.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-13T15:26:20.000+0000,005OH00000AZ3ZxYAL,2025-11-13T16:02:35.000+0000,005OH00000AZ3ZxYAL,2025-11-13T16:02:35.000+0000,(416)366-2971X5863,(416) 827-1827,geoff.carli@castlefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffybkYAA,False,,23733076,0031600002ISxAiAAL,0010A000002wNN4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T15:31:43.000+0000,False,False,0050A000000WjqvQAC,2025-11-13T15:31:43.000+0000,0050A000000WjqvQAC,2025-11-13T15:31:43.000+0000,0050A000000WjqvQAC,2025-11-13T15:31:43.000+0000,(613)267-3550,(613) 539-0465,nicholas@twealthsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ffz3AYAQ,False,,23733084,0030A000007A5X8QAK,0010A00000815pRQAQ,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0050A000000Hq5PQAS,2025-11-13T15:31:50.000+0000,0050A000000Hq5PQAS,2025-11-13T15:32:21.000+0000,0050A000000Hq5PQAS,2025-11-13T15:32:21.000+0000,(905)831-3600X4220,(647) 545-8575,tristan.martin@bulwarkfc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fg49GYAQ,False,,23733425,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T15:37:24.000+0000,False,False,0050A000000WjqvQAC,2025-11-13T15:37:24.000+0000,0050A000000WjqvQAC,2025-11-13T15:37:24.000+0000,0050A000000WjqvQAC,2025-11-13T15:37:24.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fg75dYAA,False,,23737090,0030A0000029iSsQAI,0010A000002w6BfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:39:06.000+0000,False,False,0050A000000WjqvQAC,2025-11-13T16:39:06.000+0000,0050A000000WjqvQAC,2025-11-13T16:39:07.000+0000,0050A000000WjqvQAC,2025-11-13T16:39:07.000+0000,(613)930-2037,,rcameronfinancial@cogeco.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgBHBYA2,False,,23733669,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T15:41:14.000+0000,False,False,005OH00000245RQYAY,2025-11-13T15:41:14.000+0000,005OH00000245RQYAY,2025-11-13T15:41:14.000+0000,005OH00000245RQYAY,2025-11-13T15:41:14.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgGAQYA2,False,,23734319,0030A0000043MlGQAU,0010A000004ospYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T15:52:19.000+0000,False,False,0050A000000WjqvQAC,2025-11-13T15:52:19.000+0000,0050A000000WjqvQAC,2025-11-13T15:52:19.000+0000,0050A000000WjqvQAC,2025-11-13T15:52:19.000+0000,(613)686-6338X118,(613) 725-5901,jpremachuk@onfin.ca,(613)482-8193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgINZYA2,False,,23736463,003OH00000JhHIuYAN,001OH00000O6E92YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:28:46.000+0000,False,False,0055o000002DK5fAAG,2025-11-13T16:28:46.000+0000,0055o000002DK5fAAG,2025-11-13T16:28:46.000+0000,0055o000002DK5fAAG,2025-11-13T16:28:46.000+0000,(905)276-9456X4406,,darren.clark@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgJUvYAM,False,,23735651,0030A0000029ZqfQAE,0010A000002vz4fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:15:46.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T16:15:46.000+0000,005OH000003ds0PYAQ,2025-11-13T16:15:46.000+0000,005OH000003ds0PYAQ,2025-11-13T16:15:46.000+0000,(705)524-5186,,mike.mahaffy@edwardjones.com,(866)587-7916,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgJoGYAU,False,,23737604,003G0000018f7aAIAQ,0010A000002wPh0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:47:23.000+0000,False,False,005OH00000AdAzSYAV,2025-11-13T16:47:23.000+0000,005OH00000AdAzSYAV,2025-11-13T16:47:23.000+0000,005OH00000AdAzSYAV,2025-11-13T16:47:23.000+0000,(519) 884-9710,,jimschumilassr@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgKtzYAE,False,,23734844,0030A000007r1F0QAI,0010A000008jR7KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:01:34.000+0000,False,False,005OH0000084GETYA2,2025-11-13T16:01:34.000+0000,005OH0000084GETYA2,2025-11-13T16:01:34.000+0000,005OH0000084GETYA2,2025-11-13T16:01:34.000+0000,(519)538-5541,(519) 538-5541,sean@gardhouse.ca,(519)538-4162,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgL6sYAE,False,,23734772,0030A0000029gKaQAI,0010A000002w4ONQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:00:26.000+0000,False,False,005OH0000084GETYA2,2025-11-13T16:00:26.000+0000,005OH0000084GETYA2,2025-11-13T16:00:27.000+0000,005OH0000084GETYA2,2025-11-13T16:00:27.000+0000,(416)893-3686,4168933686,ysuri@yogisuri.com,(905)604-3477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgLgLYAU,False,,23734677,0030A0000029ZNTQA2,0010A000002vyfyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"The customer is an advisor who recently merged his company with Unity Financial. He is having an issue with the data migration from his previous CRM to the new CRM, Layla. The customer is missing the S notes (client notes) in the data extract provided by Canada Life. The agent offered to set up a remote session to investigate the issue further. The agent will escalate the issue and send the customer a follow-up email with a ticket number so they can provide the email and screenshots they previously sent to the technical support person, Zia Hamid, who has not responded. The agent will work to get the missing S notes included in the CRM data for the customer.

*********
The customer is an advisor who recently merged his company with Unity Financial. He is having an issue with the data migration from his previous CRM to the new CRM, Layla. The customer is missing the S notes (client notes) in the data extract provided by Canada Life. The agent offered to set up a remote session to investigate the issue further. The agent will escalate the issue and send the customer a follow-up email with a ticket number so they can provide the email and screenshots they previously sent to the technical support person, Zia Hamid, who has not responded. The agent will work to get the missing S notes included in the CRM data for the customer.",True,2025-11-13T16:41:56.000+0000,False,False,005OH00000BFQFCYA5,2025-11-13T15:58:52.000+0000,005OH00000BFQFCYA5,2025-11-13T16:50:03.000+0000,005OH00000BFQFCYA5,2025-11-13T16:50:03.000+0000,(519)963-4400,,hugh@rawlingfinancial.com,(519)963-4402,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgNjlYAE,False,,23734840,0030A000009RHEBQA4,0010A00000ATxn5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Change email address on workspace,Medium,"Assisted adviser to change her email address on workspace successfully

=============

Hi Liyuan,

Thank you for contacting the workspace support about your request to change your email for workspace.

After going through the authentication process, we were able to successfully change your email and successfully get access to workspace. Please don’t hesitate to call us back if you need further assistance and will be happy to help.

Appreciate your patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-13T17:49:20.000+0000,False,False,005OH00000BFPZHYA5,2025-11-13T16:01:32.000+0000,005OH00000BFPZHYA5,2025-11-13T17:49:20.000+0000,005OH00000BFPZHYA5,2025-11-13T17:49:20.000+0000,(416)830-3200,,joycequanins@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgNtZYAU,False,,23736212,0035o000005gpvJAAQ,0015o000006FdnTAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:24:59.000+0000,False,False,0055o000002DK5fAAG,2025-11-13T16:24:59.000+0000,0055o000002DK5fAAG,2025-11-13T16:24:59.000+0000,0055o000002DK5fAAG,2025-11-13T16:24:59.000+0000,(416)988-6038,,anastasio.miras@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgP2VYAU,False,,23736586,0035o0000075EJaAAM,0015o000007iukbAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:30:44.000+0000,False,False,0055o000002DK5fAAG,2025-11-13T16:30:44.000+0000,0055o000002DK5fAAG,2025-11-13T16:30:45.000+0000,0055o000002DK5fAAG,2025-11-13T16:30:45.000+0000,(519)551-2471,,robert.lamont@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgPIYYA2,False,,23735121,003G0000018f74fIAA,0010A000002wP7zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:06:12.000+0000,False,False,0050A000000XQhmQAG,2025-11-13T16:06:12.000+0000,0050A000000XQhmQAG,2025-11-13T16:06:12.000+0000,0050A000000XQhmQAG,2025-11-13T16:06:12.000+0000,(506)875-5123,(506) 875-5123,nicole@nicolecotefinancialservicesinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgR4GYAU,False,,23736223,003OH00000GXK8QYAX,001OH00000KV4OoYAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"no tpa

**EMAIL**

Hi Maria,

Thank you for your response.

This request is now complete and sent to the advisor.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Maria DeFrancesco <maria@rubachwealth.com> 
Sent: November 17, 2025 9:39 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: DeFrancesco, Maria <maria@rubachwealth.com>
Subject: [EXT] Re: Client Listing Request /Case23736223

Hi, Thank you for your email. Please note that I do have workspace access with a login. I am a delegate and the administrative assistant to Rubach & Associates Financial Group Inc. I have access to client files however I was unable to generate
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

Thank you for your email.

Please note that I do have workspace access with a login.
I am a delegate and the administrative assistant to Rubach & Associates Financial Group Inc.
I have access to client files however I was unable to generate this report.
I have reached out to our contact at Canada Life to confirm.
In the meantime, please send the report to Elke Rubach.

Thank you
 		Maria DeFrancesco
Manager, Client Relations- Insurance
Direct/Office 647-528-0166
maria@rubachwealth.com

www.rubachwealth.com

Subscribe to our monthly Newsletter. 
 			 





Good morning Maria,

Our team received your request from Client Services West team for F2729 Insurance Client Listings report. Unfortunately, it appears you do not have third-party access (TPA) for us to send you the requested information. Please have the attached TPA form filled out by the appropriate party and submit it to Distribution_Methodology@canadalife.com to have the information processed.

In the meantime, I can send the information directly to the advisor. Please let me know if you would like me to proceed.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Central services and strategy- NB
Services centraux et stratégie
Phone : 1-888-252-1847

 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Maiato, Eddie <Eddie.Maiato@canadalife.com> 
Sent: November 7, 2025 2:25 PM
To: Client Services West <clientserviceswest@canadalife.com>; GWLCompandContracting <GWLCompandContracting@canadalife.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: FW: [EXT] RE: Canada Life Term Policy Report

Good afternoon team,

Please see request below and kindly provide

Thank you




Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com

Sept. 22 - Dec. 31, 2025: 3 months of CI premium waived in combo app
A new way to protect more and save more: critical illness insurance premium offer

Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions:  Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847
 

 
Visit  canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: Maria DeFrancesco <maria@rubachwealth.com> 
Sent: November 7, 2025 1:20 PM
To: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Cc: DeFrancesco, Maria <maria@rubachwealth.com>
Subject: Re: [EXT] RE: Canada Life Term Policy Report

Hi Eddie, If you could do this for Elke's codes: LL31820 (LL) and F2729 ( CL) and 639123 ( GWL) Thank you Maria DeFrancesco Manager, Client Relations- Insurance Direct/Office 647-528-0166 maria@ rubachwealth. com www. rubachwealth. com Subscribe
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Eddie,

If you could do this for Elke's codes:

LL31820 (LL) and F2729 ( CL) and 639123 ( GWL)


Thank you
 
	Maria DeFrancesco
Manager, Client Relations- Insurance
Direct/Office 647-528-0166
maria@rubachwealth.com

www.rubachwealth.com

Subscribe to our monthly Newsletter. 
 			 





On Fri, Nov 7, 2025 at 8:59 AM Maiato, Eddie <Eddie.Maiato@canadalife.com> wrote:
Hi Maria,
 
Could you please provide the advisor code? I will forward it to our Client Service department for further assistance.
 
Thank you
 
Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|
 
Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com
 
Sept. 22 - Dec. 31, 2025: 3 months of CI premium waived in combo app
A new way to protect more and save more: critical illness insurance premium offer
 
Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions:  Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847
 
 
 
Visit  canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-13T16:25:07.000+0000,False,False,005OH0000071DK9YAM,2025-11-13T16:25:07.000+0000,005OH0000071DK9YAM,2025-11-18T21:30:53.000+0000,005OH0000071DK9YAM,2025-11-18T21:30:53.000+0000,(416)528-0594,647-528-0166,maria@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgR5pYAE,False,,23735136,0030A0000029cVTQAY,0010A000002w1DGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Andrew,

As mentioned in my previous email, please see below for your password-protected Excel file:
LKNCXNMDQC

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Andrew, 

Please find the attached file of the requested Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.

Kindly note our team would require additional information to validate your access to the requested GWL code. Please let us know the GWL code, Contract Type, Branch Align To/Code and the Universal Code (U-code) associated to it.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



Hello,
Please handle.
Thanks.


En répondant à cette demande, tout renseignement personnel que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadalife.com/fr/confidentialite.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy.

Marouène Ouannès
(He/Him/Il)
Adjoint au Service à la Clientèle, Services centralisés et Stratégie, Gestion du patrimoine individuel et Solution d’assurance
Client Service Assistant, Central Services and Strategy, Individual Wealth and Insurance Solutions
100 Osborne Street North 3C
Winnipeg, MB, R3C 1V3    
Phone / Téléphone: (204) 934-4732
Email / Courriel: marouene.ouannes@canadalife.com


 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Leinweber, Wanda <Wanda.Leinweber@canadalife.com> 
Sent: October 28, 2025 12:39 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Andrew.Fox@igpwm.ca
Subject: Complete Client Listing in Excel format for Andrew Fox

Please provide complete client listing in Excel format for advisor Andrew Fox as follows:

									
	Select Item 1	19591
FOX (RO090) ANDREW	INVESTORS GROUP - ALBERTA
Active	01/09/1995			National Account Branch	
	Select Item 2	716641
	CALGARY BOW RIVER IG
Active	11/03/2013			Investors Group	


For in-force policies or general questions:
Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Goodbye RepNet – hello Workspace! | Au revoir RéseauRep – bonjour Espace affaires!
Wanda Leinweber, ACS 
Regional Sales Associate, Insurance
Mid-West Region

1800 Watermark Tower 530 - 8 Avenue SW, Calgary, AB T2P 3S8
Phone: (403) 750-2127
Wanda.Leinweber@canadalife.com
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-13T16:06:29.000+0000,False,False,005OH0000071DK9YAM,2025-11-13T16:06:29.000+0000,005OH0000071DK9YAM,2025-11-13T16:06:30.000+0000,005OH0000071DK9YAM,2025-11-13T16:06:30.000+0000,(403)253-4840,,andrew.fox@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgRAhYAM,False,,23736513,0030A0000029Z0CQAU,0010A000002vyLbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:29:23.000+0000,False,False,005G0000002gxxjIAA,2025-11-13T16:29:23.000+0000,005G0000002gxxjIAA,2025-11-13T16:29:24.000+0000,005G0000002gxxjIAA,2025-11-13T16:29:24.000+0000,(819)566-0666,(418) 814-8807,mario.mccutcheon@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgRPGYA2,False,,23737864,0030A0000029cImQAI,0010A000002w15mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access for Advisor DONALD DROUIN,Medium,"****DDS****11/13/25 

ASA was trying to log in as the advisor - advised ASA we would have to speak with the user directly regarding his WS access
Sent email to user with registration steps
 
==============================================================================================
 
****Email Chain****

Bonjour Donald,

Votre adjointe Kelly a contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre problème d’accès sur l’Espace Affaires et elle a été informe que nous devrons communiquer avec vous directement.

Pour obtenir votre compte Espace affaires, il vous faudra suivre les étapes suivantes :

Avant que vous puissiez vous inscrire à Espace affaires, vous aurez besoin d’un nom d’utilisateur. Pour obtenir un nom d’utilisateur (anciennement identifiant RéseauRep), vous aurez besoin d’un code d’activation. Vous pouvez faire la demande pour votre code d’activation avec la même adresse courriel (distribution_methodology@canadalife.com). Ils pourront répondre à vos questions sur ce processus.
 
Une fois que vous aurez reçu votre code d’activation, veuillez utiliser ce lien pour faire votre inscription pour votre nom d’utilisateur : 
 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/TermsAndConditionsSetup.do
 
Une fois inscrit, vous devrez attendre 48 heures avant de pouvoir vous inscrire à votre compte Espace Affaires. 
 
Pour compléter votre inscription pour votre compte Espace Affaires, veuillez suivre ce lien : https://workspace.canadalife.com/s/login/SelfRegister?language=fr
 
Si vous avez besoin d’aide pour votre inscription pour votre compte Espace affaires, envoyer nous un courriel à CLWorkspaceSupport@canadalife.com lorsque ce sera le temps de faire cette étape et il nous fera plaisir de vous aider. 
 
Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T17:11:53.000+0000,False,False,005OH0000097FtCYAU,2025-11-13T16:51:23.000+0000,005OH0000097FtCYAU,2025-11-13T17:54:09.000+0000,005OH0000097FtCYAU,2025-11-13T17:54:09.000+0000,(819)536-2454X1,,ddrouin@trifolium.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgT1BYAU,False,,23735337,0030A0000029YCfQAM,0010A000002vxhyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:10:01.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T16:10:01.000+0000,005OH000003ds0PYAQ,2025-11-13T16:10:02.000+0000,005OH000003ds0PYAQ,2025-11-13T16:10:02.000+0000,(705)742-0990X204,,daniel@veritablewealth.com,(705)742-0990,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgTnaYAE,False,,23736205,003G0000018f7LkIAI,0010A000002wPRQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA set up,Medium,"User is requesting to reset her MFA set up as she got a new device. However was not able to pass authentication as she was not able to provide her Code. 

Code: 22259-8
Email: karen@karenmitchellcfp.com

*****************************************
Good morning Karen, 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the authenticator (MFA)!
 
As indicated over the call today, to reset your authenticator for Workspace we require your Canada Life advisor code for compliance reasons. If you are unsure of what that may be, I suggest contacting the Distribution Methodology at Distribution_Methodology@canadalife.com to obtain the correct advisor code. Once you have obtained the code, please give us a call back and we can assist you with disconnecting your old MFA and setting up a new one. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

customer contact the distribution methodology to obtain the correct advisor code, and provided instructions on how to do so

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T16:38:47.000+0000,False,False,005OH00000BG5v4YAD,2025-11-13T16:24:56.000+0000,005OH00000BG5v4YAD,2025-11-13T17:00:11.000+0000,005OH00000BG5v4YAD,2025-11-13T17:00:11.000+0000,(519)661-7504,(519) 661-7504,karen@karenmitchellcfp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgUABYA2,False,,23736217,0030A0000029gcYQAQ,0010A000002wAjFQAU,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS email Thread** Nov 13

Hi Brenda, 

Our team received your request for a client listing for Charles Foy. We would like to inform you that our team has not been able to validate your access to the advisor’s GWL code. 

For this kind of request, we would require the advisor to request the listing directly, after they can confirm they have ownership to their code by answering some security questions. 

If you would like us to proceed, kindly ask the advisor to reach out to us and we will ask them our security questions.

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Wilfredy
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T16:25:02.000+0000,False,False,005OH000002iN7rYAE,2025-11-13T16:25:02.000+0000,005OH000002iN7rYAE,2025-11-13T16:25:02.000+0000,005OH000002iN7rYAE,2025-11-13T16:25:02.000+0000,(780)638-8611,,,(780)420-0734,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgVFwYAM,False,,23736700,0030A0000029dF5QAI,0010A000002w1o5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:32:37.000+0000,False,False,0055o000002DK5fAAG,2025-11-13T16:32:37.000+0000,0055o000002DK5fAAG,2025-11-13T16:32:37.000+0000,0055o000002DK5fAAG,2025-11-13T16:32:37.000+0000,(416)695-1433,,ian.gawel@dfsin.ca,(416)695-1713,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgXknYAE,False,,23737166,0030A000009zZA5QAM,0010A00000AYbQAQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:40:05.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T16:40:05.000+0000,005OH000003ds0PYAQ,2025-11-13T16:40:05.000+0000,005OH000003ds0PYAQ,2025-11-13T16:40:05.000+0000,(705)647-6838,,morgan.dewar@assante.com,(705)647-3047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgZeWYAU,False,,23736835,003G0000018f6cbIAA,0010A000002wOZtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:35:00.000+0000,False,False,0055o000002KxaMAAS,2025-11-13T16:35:00.000+0000,0055o000002KxaMAAS,2025-11-13T16:35:01.000+0000,0055o000002KxaMAAS,2025-11-13T16:35:01.000+0000,(403)701-5385,(403) 701-5385,chuck@voldfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgZt0YAE,False,,23736101,0030A0000029WtIQAU,0010A000002vwYaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:23:23.000+0000,False,False,005OH000004pk06YAA,2025-11-13T16:23:23.000+0000,005OH000004pk06YAA,2025-11-13T16:23:23.000+0000,005OH000004pk06YAA,2025-11-13T16:23:23.000+0000,(905)884-6117,(416) 524-2735,dlgfinancialgroup@rogers.com,(905)884-6177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgbhwYAA,False,,23736521,003G000001NsGCZIA3,0010A000002wScbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:29:30.000+0000,False,False,0055o000002KxaMAAS,2025-11-13T16:29:30.000+0000,0055o000002KxaMAAS,2025-11-13T16:29:30.000+0000,0055o000002KxaMAAS,2025-11-13T16:29:30.000+0000,(403) 730-7711,(403) 660-9715,ldemerais@diversebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgcm1YAA,False,,23736100,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:23:22.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T16:23:22.000+0000,005OH000003ds0PYAQ,2025-11-13T16:23:22.000+0000,005OH000003ds0PYAQ,2025-11-13T16:23:22.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgcqrYAA,False,,23736107,0030A00000BCwBOQA1,0010A00000Bn4UrQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:23:31.000+0000,False,False,0055o000002DK5fAAG,2025-11-13T16:23:31.000+0000,0055o000002DK5fAAG,2025-11-13T16:23:31.000+0000,0055o000002DK5fAAG,2025-11-13T16:23:31.000+0000,(905)366-6387,,brittany.secker@dfsin.ca,(905)276-9456,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgdRxYAI,False,,23736160,0030A0000029mkQQAQ,0010A000002w9iOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:24:06.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T16:24:06.000+0000,005OH000003ds0PYAQ,2025-11-13T16:24:06.000+0000,005OH000003ds0PYAQ,2025-11-13T16:24:06.000+0000,(705)674-8781,,milan.popadich@manulifesecurities.ca,(705)674-9120,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fger3YAA,False,,23736287,0035o000006aQhPAAU,0015o0000079PojAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:26:06.000+0000,False,False,0055o000002DK5fAAG,2025-11-13T16:26:06.000+0000,0055o000002DK5fAAG,2025-11-13T16:26:07.000+0000,0055o000002DK5fAAG,2025-11-13T16:26:07.000+0000,(905)366-4431,,alina.robertson@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgfIUYAY,False,,23736399,0030A0000029o2XQAQ,0010A000002wAmPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:27:40.000+0000,False,False,005OH000004oiYEYAY,2025-11-13T16:27:40.000+0000,005OH000004oiYEYAY,2025-11-13T16:27:40.000+0000,005OH000004oiYEYAY,2025-11-13T16:27:40.000+0000,(519)623-2700,,john@raposofinancialservices.com,(519)623-8700,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgfaEYAQ,False,,23736849,0030A0000029fSIQAY,0010A000002w3eIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:35:09.000+0000,False,False,0055o000002DK5fAAG,2025-11-13T16:35:09.000+0000,0055o000002DK5fAAG,2025-11-13T16:35:09.000+0000,0055o000002DK5fAAG,2025-11-13T16:35:09.000+0000,(905)570-1200,,sumit.bose@dfsin.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgjsLYAQ,False,,23736813,0035o000004BpgmAAC,0015o000004ljFYAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP splitting commission,Medium,"*** DDS 13NOV2025 ***
did logmein session with advisor, added other agent's code in NBN, made sure they were able to add second advisor's code in SP, resolved.
------------------------------------EMAIL CHAIN:
Hello Ryan,

Thank you for contacting Workspace Support today regarding splitting commission within a Simple Protect app. It was a pleasure speaking with you! To recap, we did a logmein session, added the other advisor’s code within your New Business eApp preferences and made sure you were able to enter their information within the application. Don’t hesitate to reach out to our team if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T16:49:31.000+0000,False,False,005OH000006wv2TYAQ,2025-11-13T16:34:37.000+0000,005OH000006wv2TYAQ,2025-11-13T16:49:31.000+0000,005OH000006wv2TYAQ,2025-11-13T16:49:31.000+0000,(519)821-5853,,rk.white@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgkIDYAY,False,,23740009,003OH00000M98OPYAZ,001OH00000QurmBYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Banking Account format,Medium,"User is inquiring about what the secondary transit number would be when submitting a Seg fund application. 

Code: P7078
Email: geraldjones@primerica.com

*****************************************
Good afternoon, Gerald 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding submitting an application!
 
Regarding your inquiry about the secondary transit number, I have attached an image below of a void cheque. When inputting the secondary transit number, I would suggest putting down the ‘Current Transit #”. Please let us know if there are any issues or if you are still not able to continue to the next step. 

   
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T17:24:55.000+0000,False,False,005OH00000BG5v4YAD,2025-11-13T17:24:55.000+0000,005OH00000BG5v4YAD,2025-11-13T17:26:07.000+0000,005OH00000BG5v4YAD,2025-11-13T17:26:07.000+0000,(416)996-1799,,geraldjones@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgkekYAA,False,,23737180,0035o000005gpvJAAQ,0015o000006FdnTAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:40:22.000+0000,False,False,0055o000002DK5fAAG,2025-11-13T16:40:22.000+0000,0055o000002DK5fAAG,2025-11-13T16:40:22.000+0000,0055o000002DK5fAAG,2025-11-13T16:40:22.000+0000,(416)988-6038,,anastasio.miras@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgle2YAA,False,,23737513,0035o000005I2l9AAC,0015o000005qxNGAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:45:45.000+0000,False,False,005OH000005URvxYAG,2025-11-13T16:45:45.000+0000,005OH000005URvxYAG,2025-11-13T16:45:45.000+0000,005OH000005URvxYAG,2025-11-13T16:45:45.000+0000,(403)809-4890,,lindsay@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgmJxYAI,False,,23737022,003OH00000Gg3xyYAB,001OH00000KfCjGYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:38:04.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T16:38:04.000+0000,005OH000003ds0PYAQ,2025-11-13T16:38:04.000+0000,005OH000003ds0PYAQ,2025-11-13T16:38:04.000+0000,(647)835-3787,,mohamed@mohamedkonate.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgoFJYAY,False,,23737196,0030A0000029gqQQAQ,0010A000002w4nwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:40:36.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T16:40:36.000+0000,005OH000003ds0PYAQ,2025-11-13T16:40:37.000+0000,005OH000003ds0PYAQ,2025-11-13T16:40:37.000+0000,(705)748-2558,,,(705)748-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgoSDYAY,False,,23737217,003G0000018f7LkIAI,0010A000002wPRQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"MFA set up was successful however the code is not working. tried to do some TS steps and reset the authenticator app. getting error too much attempt. ask advisor to try to sign back in at the later time

call back done and folowed KB0022931 Browser Authenticator extension - invalid code, but still no good. Offer to use another option to use an authenticator app but her phone does not have a capability. Ended up referring her to their tech support to check the settings of her new computer.

=============

Hi Karen,

I appreciate your time spent with me making sure that the multi-factor authentication extension to work. We did some trouble shooting steps to have this issue corrected, unfortunately the issue is not fix. 

Inline with this situation you may need to talk to your computer technician to make sure that your new computer settings is set accordingly to accept the code that your authenticator provides.

Appreciate your patience and understanding on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.



Hi Randy, I tried again this morning and still getting the same error message. Yes, please call me when you get the chance.

Regards, Karen

Hi Karen,

Thank you for contacting the workspace support about setting up your multi-factor authenticator for workspace.

We have successfully set up your authenticator of choice however we are getting invalid code. We have done some options to correct the authenticator app however we did another error message that we have already made too many attempts. Please try to log back in to workspace later this afternoon and reply to this email if it does not work still so I can call you back as soon as I can.

I do appreciate your patience on this matter and rest assured that I will help you further to get this issue resolve. Thank you!",True,2025-11-13T17:51:52.000+0000,False,False,005OH00000BFPZHYA5,2025-11-13T16:40:53.000+0000,005OH00000BFPZHYA5,2025-11-14T19:22:40.000+0000,005OH00000BFPZHYA5,2025-11-14T19:22:40.000+0000,(519)661-7504,(519) 661-7504,karen@karenmitchellcfp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgoqPYAQ,False,,23737264,0030A0000029pohQAA,0010A000002wCBGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:41:39.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T16:41:39.000+0000,005OH000003ds0PYAQ,2025-11-13T16:41:40.000+0000,005OH000003ds0PYAQ,2025-11-13T16:41:40.000+0000,(705)426-2349X205,,murray.kelsey@uppercanadafinancial.ca,(705)426-1349,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgpRVYAY,False,,23737313,0035o000007WVG1AAO,0015o000008CzyIAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:42:23.000+0000,False,False,005OH00000AdAzSYAV,2025-11-13T16:42:23.000+0000,005OH00000AdAzSYAV,2025-11-13T16:42:23.000+0000,005OH00000AdAzSYAV,2025-11-13T16:42:24.000+0000,(519)284-1340,,amandafuhr@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgpswYAA,False,,23737530,0030A0000029nbUQAQ,0010A000002wARZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T16:46:00.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T16:46:00.000+0000,005OH000003ds0PYAQ,2025-11-13T16:46:00.000+0000,005OH000003ds0PYAQ,2025-11-13T16:46:00.000+0000,(705)207-4937,,murray@arkfinancialgroup.ca,(705)670-8882,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgvtWYAQ,False,,23738621,003OH00000LEssVYAT,0010A000002wPZpQAM,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 13 2025

Good Day Ethan,

Thank you for contacting the Business Reporting Support team.

We understand you would like a client listing with GIO information for Mike and Brock Denault. 

I would like to inform you that our team is unable to validate the access of Regional Sales Associates. Therefore, our team would have to directly send the listings (if available) to the advisors. If you would like us to proceed, kindly provide us with the advisors’ email addresses. 

Thank you for your understanding. We look forward to your reply.

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Thank you
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Lewis, Ethan <ethan.lewis@canadalife.com> 
Sent: November 5, 2025 3:25 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Ogunsakin, Bunmi <Bunmi.Ogunsakin@canadalife.com>
Subject: FW: GIOs for Mike Denault 

Good afternoon,

Would someone be able to help us get this for Brock and Mike?

Best,

Ethan Lewis 
Regional Sales Associate, Wealth Management
Ph: +1 403-777-5851 | E: ethan.lewis@canadalife.com
 

From: McCall, Taylor 
Sent: November 5, 2025 1:24 PM
To: Lewis, Ethan 
Cc: Ogunsakin, Bunmi 
Subject: RE: GIOs for Mike Denault 

Hello Ethan,

Please reach out to Wealth Reporting Support WealthReportingSupport@canadalife.com for these client listings. They are our head office team that handles AUM reports for advisors.

Thank you,

Taylor McCall
Sr. Customer Service Specialist | Canadian Operations - Wealth
Taylor.McCall@canadalife.com | P: (519) 931-5046 | F: 1-866-275-8080
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Lewis, Ethan <ethan.lewis@canadalife.com> 
Sent: November 5, 2025 3:21 PM
To: McCall, Taylor <Taylor.McCall@canadalife.com>
Cc: Ogunsakin, Bunmi <Bunmi.Ogunsakin@canadalife.com>
Subject: RE: GIOs for Mike Denault 

Hi Taylor,

Would it be possible to look at these codes as well?

“Are you able to produce a report/list for Mike Denault and Brock Denault for upcoming GIOs maturing, say over the next year: November 2025 to end of December 2026?”

W0595, 006330 Mike
W2108 Brock

Thanks again,

Ethan Lewis 
Regional Sales Associate, Wealth Management
Ph: +1 403-777-5851 | E: ethan.lewis@canadalife.com
 

From: McCall, Taylor <Taylor.McCall@canadalife.com> 
Sent: November 5, 2025 12:52 PM
To: Lewis, Ethan <ethan.lewis@canadalife.com>
Cc: Ogunsakin, Bunmi <Bunmi.Ogunsakin@canadalife.com>
Subject: RE: GIOs for Mike Denault 

Hello,

Mike Denault is not the agent of record for policy 410300859.

This policy also does not hold any GIOs.

Thank you,

Taylor McCall
Sr. Customer Service Specialist | Canadian Operations - Wealth
Taylor.McCall@canadalife.com | P: (519) 931-5046 | F: 1-866-275-8080
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
________________________________________
From: Lewis, Ethan <ethan.lewis@canadalife.com>
Sent: Wednesday, November 5, 2025 1:24:24 PM (UTC-05:00) Eastern Time (US & Canada)
To: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Cc: Ogunsakin, Bunmi <Bunmi.Ogunsakin@canadalife.com>
Subject: GIOs for Mike Denault 
Good afternoon,

Would you be able to send us a report of all the outstanding GIOs under Mike Denault’s client - Tammy Hawkins 410300859

As well as when it expires?

Thanks again,

Ethan Lewis 
Regional Sales Associate, Wealth Management
Ph: +1 403-777-5851 | E: ethan.lewis@canadalife.com",True,2025-11-13T17:03:25.000+0000,False,False,005OH000002iN7rYAE,2025-11-13T17:03:25.000+0000,005OH000002iN7rYAE,2025-11-13T17:03:25.000+0000,005OH000002iN7rYAE,2025-11-13T17:03:25.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgvtXYAQ,False,,23739351,0030A0000029f2NQAQ,0010A000002w3GNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:14:50.000+0000,False,False,0055o000001h4cFAAQ,2025-11-13T17:14:50.000+0000,0055o000001h4cFAAQ,2025-11-13T17:14:50.000+0000,0055o000001h4cFAAQ,2025-11-13T17:14:50.000+0000,(204)944-0880,(204) 798-3049,reg@mathesonfinancial.com,(204)897-9028,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgwb6YAA,False,,23738768,003OH00000NLSDxYAP,001OH00000SKalhYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:05:49.000+0000,False,False,005OH000004pk06YAA,2025-11-13T17:05:49.000+0000,005OH000004pk06YAA,2025-11-13T17:05:49.000+0000,005OH000004pk06YAA,2025-11-13T17:05:49.000+0000,(905)799-2470X1,416-846-8569,naidujawahar@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgy55YAA,False,,23739606,0035o000005IdcCAAS,0015o000005rWouAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:18:34.000+0000,False,False,005OH000004pk06YAA,2025-11-13T17:18:34.000+0000,005OH000004pk06YAA,2025-11-13T17:18:35.000+0000,005OH000004pk06YAA,2025-11-13T17:18:35.000+0000,(647)378-8303,,rahul.goel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fgyoEYAQ,False,,23740986,003G000001YiRMVIA3,0010A000002wSo8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:40:38.000+0000,False,False,005OH000006owoYYAQ,2025-11-13T17:40:38.000+0000,005OH000006owoYYAQ,2025-11-13T17:40:39.000+0000,005OH000006owoYYAQ,2025-11-13T17:40:39.000+0000,(306)586-0905,(306) 527-7491,rylan@rgwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fh2mvYAA,False,,23738586,0031600002WuSwIAAV,0010A000002wO8rQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"TO: kate@uncovertherisk.com

Good day Kate,

It was a pleasure speaking on the phone with you earlier regarding your access issue and the error ‘’403 Forbidden’’ .

I'm glad that the issue is resolved after clearing you browser’s cookies, closing it then reopening it, and you were able to access all  systems inside Workspace successfully.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T17:31:40.000+0000,False,False,005OH00000AbCcLYAV,2025-11-13T17:02:52.000+0000,005OH00000AbCcLYAV,2025-11-13T17:31:41.000+0000,005OH00000AbCcLYAV,2025-11-13T17:31:41.000+0000,(905)999-3195,(905) 999-3195,kate@uncovertherisk.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fh5eLYAQ,False,,23738878,0030A000004LU5iQAG,0010A0000057ScuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,NB contact info,Medium,"***DDS*** 11/13/2025
User called to request contact details for their NBC. Reviewed KBA0021989 to find MGA NBA listing


***EMAIL CHAIN***

Hello Matthew, 

     Thank you for contacting workspace support, it was a pleasure assisting you today. The contact info for your New Business Co-ordinator is NBInquiry.Team5@canadalife.com, or Nancy Savignano at 1-647-265-1374. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T17:19:10.000+0000,False,False,005OH00000BFQFHYA5,2025-11-13T17:07:33.000+0000,005OH00000BFQFHYA5,2025-11-13T17:19:10.000+0000,005OH00000BFQFHYA5,2025-11-13T17:19:10.000+0000,(204)771-4330,,msmythe@fswpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fh6SOYAY,False,,23739211,0030A000008wOiWQAU,0010A000009rXUTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:12:37.000+0000,False,False,005OH000005URvxYAG,2025-11-13T17:12:37.000+0000,005OH000005URvxYAG,2025-11-13T17:12:37.000+0000,005OH000005URvxYAG,2025-11-13T17:12:37.000+0000,(587)877-6114,,cjensen@nextlevelinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fh7BVYAY,False,,23739017,0035o000005m4ylAAA,0015o000006KSjMAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:09:43.000+0000,False,False,005OH000006owoYYAQ,2025-11-13T17:09:43.000+0000,005OH000006owoYYAQ,2025-11-13T17:09:44.000+0000,005OH000006owoYYAQ,2025-11-13T17:09:44.000+0000,(306)986-9333,,terry.garrett@mcgregorfinancial.ca,(306)986-9340,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fh8qkYAA,False,,23739555,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:17:44.000+0000,False,False,005OH000005URvxYAG,2025-11-13T17:17:44.000+0000,005OH000005URvxYAG,2025-11-13T17:17:44.000+0000,005OH000005URvxYAG,2025-11-13T17:17:44.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fh96wYAA,False,,23740827,003G0000024Mh7aIAC,0010A000002wTAPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue - INC1854839,Medium,"*** DDS 13NOV2025 ***
prompt visible, advised user
*** DDS 13NOV2025 ***
(case 23740827)
The user is not getting the merge prompt and there is no visible CIS data to correct. Can you please investigate?

Client First name: TSONG-BIN
Client Last name: CHEN
Client DOB: 08APR1950
Policy Number: F071753997, 310108101
Salesforce ID: 0015o000004gzMiAAI, 0015o000006uxKlAAI
CIS ID: LL - 8069665214, 6253590050

Thank you!
----------------------------------------EMAIL CHAIN:
Hello Vanessa,

I have heard back from our Digital Hub team, and the merge prompt is now visible for this client. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
------------------
Hello Vanessa,

Thank you for contacting Workspace Support regarding the merge issue below. I have escalated the issue to our Digital Hub team for investigation and I will follow up as soon as I hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Chung, Vanessa <MeiYu.Chung@canadalife.com> 
Sent: October 31, 2025 5:28 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Chao, May Wei Yu <may.chao@canperfect.ca>
Subject: RE: Client - Hsin-Chien Chang & Tsong-Bin Chen (310108101) - INC1854839/C23740827

Hello, 

For other client, it should have address on file associate with 1 product shows in the client details’ section 

 

Account: TSONG-BIN CHEN

Please help to delete this empty account as well 
Or help to merge with 
Account: TSONG-BIN CHEN


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 

Regards,
Vanessa Chung
Advisor Support Associates
Advisor Solutions, Canadian Asian Markets
The Canada Life Assurance Company
Tel: 604-455-2764  | Fax: 604-438-7799 
Client Service Centre: 1-888-252-1847
Metrotower 3, 2000-4515 Central Blvd, Burnaby, B.C, V5H 0C6

 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com     Suivez",True,2025-11-13T19:13:56.000+0000,False,False,005OH000006wv2TYAQ,2025-11-13T17:37:56.000+0000,005OH000006wv2TYAQ,2025-11-13T19:13:56.000+0000,005OH000006wv2TYAQ,2025-11-13T19:13:56.000+0000,(604)438-1232X6346,(604) 600-5855,may.chao@canperfect.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fh9lBYAQ,False,,23739270,0030A000007xYHCQA2,0010A000008q0JGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:13:40.000+0000,False,False,0055o000001h4cFAAQ,2025-11-13T17:13:40.000+0000,0055o000001h4cFAAQ,2025-11-13T17:13:40.000+0000,0055o000001h4cFAAQ,2025-11-13T17:13:40.000+0000,(204)795-9816,,drmarchand@mts.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhD0pYAE,False,,23742491,003G0000018f6q2IAA,0010A000002wOrlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T18:06:13.000+0000,False,False,005OH000001cCPNYA2,2025-11-13T18:06:13.000+0000,005OH000001cCPNYA2,2025-11-13T18:06:14.000+0000,005OH000001cCPNYA2,2025-11-13T18:06:14.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhDgmYAE,False,,23741256,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:45:31.000+0000,False,False,005OH000005URvxYAG,2025-11-13T17:45:31.000+0000,005OH000005URvxYAG,2025-11-13T17:45:31.000+0000,005OH000005URvxYAG,2025-11-13T17:45:31.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhGJkYAM,False,,23741707,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-HOW TO MERGE,Medium,"user called requesting on how to merge client accounts,did a log me in session,showed user the process.
Email==========
Hello Narender,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with  the how to merge client accounts.
As we discuss over the phone if the message to prompt for a merge does not display on the client account, you will need to submit an email with the client url , client name and date of birth  for investigation.
Unfortunately we do ot currently have an easier way to merge thses account at the moment.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T18:18:18.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-13T17:53:21.000+0000,005OH00000AZ3ZxYAL,2025-11-13T18:18:19.000+0000,005OH00000AZ3ZxYAL,2025-11-13T18:18:19.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhJhJYAU,False,,23740307,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:29:34.000+0000,False,False,005OH000005URvxYAG,2025-11-13T17:29:34.000+0000,005OH000005URvxYAG,2025-11-13T17:29:34.000+0000,005OH000005URvxYAG,2025-11-13T17:29:34.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhJpNYAU,False,,23740324,003G0000018f6m2IAA,0010A000002wOnlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Authenticator issue,Medium,"*11/13*
----------------

Anna Liu
f2887
question regarding the authenticator, i changed my phone, 
disconnected the old app 
walked through setting up the new successfully 
user logged in

*email*
----------------
 
Good afternoon Anna, 

Thank you for contacting the Workspace Support Team with your authenticator issue. 

You wanted to set up your authenticator app on your new device. We disconnected the old device for you and guided you through setting up the new device/app successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T17:42:08.000+0000,False,False,005OH000008919xYAA,2025-11-13T17:29:49.000+0000,005OH000008919xYAA,2025-11-13T17:42:08.000+0000,005OH000008919xYAA,2025-11-13T17:42:08.000+0000,(416)221-1870X409,(416) 909-5683,david@drummondfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhKFCYA2,False,,23740933,0030A0000029hhVQAQ,0010A000002w5XgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:39:39.000+0000,False,False,005OH000005URvxYAG,2025-11-13T17:39:39.000+0000,005OH000005URvxYAG,2025-11-13T17:39:40.000+0000,005OH000005URvxYAG,2025-11-13T17:39:40.000+0000,(780) 970-3602,,ejankowski@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhLuPYAU,False,,23740535,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:33:15.000+0000,False,False,005OH000005URvxYAG,2025-11-13T17:33:15.000+0000,005OH000005URvxYAG,2025-11-13T17:33:15.000+0000,005OH000005URvxYAG,2025-11-13T17:33:15.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhMQgYAM,False,,23742285,003G0000018f7uQIAQ,0010A000002wQ0cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,GBP for prospect,Medium,"****DDS*** 11/13/2025
User needed help adding a new lead and converting lead to prospect, so they can set up a GBP. Verified steps with assist and provided guidance to user on how to access it.

****email chain****

Hello Karen, 

     Thank you contacting Canda life workspace support. I just want to apologize again for the misunderstanding. It was a pleasure assisting you with adding a lead and converting the lead to a prospect. You should be able to launch a GBP for a prospect, if they have been converted from lead to a prospect. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T18:34:08.000+0000,False,False,005OH00000BFQFHYA5,2025-11-13T18:02:54.000+0000,005OH00000BFQFHYA5,2025-11-13T18:34:08.000+0000,005OH00000BFQFHYA5,2025-11-13T18:34:08.000+0000,(250) 642-0776,(250) 889-5237,karen@masonfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhN9pYAE,False,,23740655,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:35:06.000+0000,False,False,0055o000002KxaMAAS,2025-11-13T17:35:06.000+0000,0055o000002KxaMAAS,2025-11-13T17:35:06.000+0000,0055o000002KxaMAAS,2025-11-13T17:35:06.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhNY1YAM,False,,23740703,0030A0000029dq6QAA,0010A000002w2GjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T17:35:55.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T17:35:55.000+0000,005OH000004Ir1xYAC,2025-11-13T17:35:55.000+0000,005OH000004Ir1xYAC,2025-11-13T17:35:55.000+0000,(403)317-4821,(403) 380-0478,peter@mcnallyfinancial.ca,(403)328-4034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhNzRYAU,False,,23740755,,0015o000008CyiVAAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Barbara is a rep with Canada life. Helped with plan suggestion and application.
The customer wanted to enroll in the Select Elite health insurance plan with additional hospital coverage. The agent provided details about the plan coverage, including prescription drugs, dental, vision, and paramedical services. The customer had some pre-existing conditions that were discussed. The agent processed the application and provided the customer with the policy details, including the effective date and monthly premium. The agent will follow up with the customer via email with a summary of the coverage.",True,2025-11-13T18:20:13.000+0000,False,False,005OH000000n5crYAA,2025-11-13T17:36:47.000+0000,005OH000000n5crYAA,2025-11-13T18:20:13.000+0000,005OH000000n5crYAA,2025-11-13T18:20:13.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000000n5crYAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhOCLYA2,False,,23740774,0030A00000BKY0gQAH,0010A00000BuwXFQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Avinash,

Our team has received your request to provide Client Listings report for Advisor code D3620. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Avinash,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
MG8Y7ROTGD
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






















Hi Team,
Please handle.

Thank you
Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
WL


From: Life Design Analysis <info@lifedesignanalysis.com> 
Sent: November 11, 2025 1:33 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: avinash.gopichand@assante.com
Subject: [EXT] Inforce Request for Agent: Avinash Gopichand, Advisor Code: D3620

Hello, this is a request on behalf of Avinash Gopichand for a spreadsheet (Excel) export of all their inforce policies. The advisor code is D3620 and the agent has been copied on this message if there are any questions. Regards, Life Design
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



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Hello, this is a request on behalf of Avinash Gopichand for a spreadsheet (Excel) export of all their inforce policies.

The advisor code is D3620 and the agent has been copied on this message if there are any questions.

Regards,
Life Design Analysis Inc.
1 855 268 2255
Life Design Analysis Inc.
100 Kellogg Lane
Unit 1405
London Ontario, N5W 0B4 	 


Copyright © 2025 Life Design Analysis Inc. All Rights Reserved",True,2025-11-13T17:36:59.000+0000,False,False,005OH0000088z1hYAA,2025-11-13T17:36:59.000+0000,005OH0000088z1hYAA,2025-11-13T17:44:53.000+0000,005OH0000088z1hYAA,2025-11-13T17:44:53.000+0000,(905)841-7684,(416) 432-8015,avinash.gopichand@assante.com,(905)841-1220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhXikYAE,False,,23742574,0035o000006bSwzAAE,0015o000008S55NAAS,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 13 2025
Good Day Michelle,

We received your request for a client listing for Eddie Kreitz. As previously mentioned, our team would require you to provide your personal email which matches the one on our Canada Life Files, as we cannot send the report directly to a general inbox.

Once you reply to this message with your email on file, we should be able to validate your access and send you the requested list (if available).

Thank you for your understanding,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
    
Wilfredy
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T18:07:24.000+0000,False,False,005OH000002iN7rYAE,2025-11-13T18:07:24.000+0000,005OH000002iN7rYAE,2025-11-13T18:07:24.000+0000,005OH000002iN7rYAE,2025-11-13T18:07:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhYGXYA2,False,,23741774,003G000001F46thIAB,0010A000002wS2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA set up,Medium,"Hi Lianna, 

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Google authenticator.

Just a recap of what we disconnected your Google authenticator and reconnected it, then logged you out and back in to make sure that you are receiving the MFA code for both your MGA and Advisor solutions account.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Lianna <lianna@steadygaitplanning.com> 
Sent: November 13, 2025 8:36 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Service Desk - CL <servicedesk@canadalife.com>
Subject: [EXT] RE: Workspace access
Importance: High

Hi there, I really need someone to help me here this morning. I cannot do my job without this. I am not able to view any clients under the MGA side and I cannot login to the Advisor Solutions side at all. It no longer recognizes my authenticator
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



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Hi there,

I really need someone to help me here this morning. I cannot do my job without this. I am not able to view any clients under the MGA side and I cannot login to the Advisor Solutions side at all. It no longer recognizes my authenticator and I don’t know where to re- set this up.

Thanks,

Lianna


 
	Lianna Young
Practice Manager	 

				
		   1 (844) 577-5456
   lianna@steadygaitplanning.com    www.steadygaitplanning.com

		     

 

				
This email transmission contains privileged and confidential information. It is intended only for the use of the addressee(s) shown above. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of such information is strictly prohibited. If you have received this e-mail in error, please immediately notify us by reply e-mail or telephone. Thank you.


From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Thursday, November 13, 2025 6:52 AM
To: Lianna <lianna@steadygaitplanning.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Service Desk - CL <servicedesk@canadalife.com>
Subject: RE: Workspace access

Hi Lianna.
 
I am including @CL Workspace Support in this email to assist you.
 
@CL Workspace Support – Lianna registered her user ID LIANNAMYOUNG on Nov 10, 2025 for their access under the MGA channel. They registered for Workspace (MGA) yesterday. She has been locked out for both her MGA and Advisor Solutions to Workspace.
 
Thank you.
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Lianna <lianna@steadygaitplanning.com> 
Sent: November 12, 2025 2:48 PM
To: Service Desk - CL <servicedesk@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Workspace access
Importance: High
 
Hi there, I have tried calling twice and just get a busy signal. I have registered for a second Workspace login for the MGA side and now I can’t access the Advisor Solutions nor the MGA side. The 2-factor authentication is not working
Hi there,
 
I have tried calling twice and just get a busy signal. I have registered for a second Workspace login for the MGA side and now I can’t access the Advisor Solutions nor the MGA side. The 2-factor authentication is not working at all either. Could you please help me with this? I need to be able to get in. One login is liannamyoung and the other is my email: lianna@steadygaitplanning.com.
 
Thank you,
 
Lianna
 
 
 
	Lianna Young
Practice Manager	 

				
		   1 (844) 577-5456
   lianna@steadygaitplanning.com    www.steadygaitplanning.com

		     

 

				
 
This email transmission contains privileged and confidential information. It is intended only for the use of the addressee(s) shown above. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of such information is strictly prohibited. If you have received this e-mail in error, please immediately notify us by reply e-mail or telephone. Thank you.",True,2025-11-13T18:45:41.000+0000,False,False,005OH00000AbCcLYAV,2025-11-13T17:54:21.000+0000,005OH00000AbCcLYAV,2025-11-13T18:45:53.000+0000,005OH00000AbCcLYAV,2025-11-13T18:45:53.000+0000,(587)689-2454,(780) 222-5455,jillian@steadygaitplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhZe2YAE,False,,23742045,003G0000018f6ydIAA,0010A000002wP1HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Question about Workspace delegation and Investment Centre delegate access,Medium,"Bonjour Carol, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Audrey a déjà accès à vos clients dans son compte Espace affaires. 

Elle devrait aussi avoir acces au Centre d’investissement. 

Audrey, si vous n’etes pas capable de vous connecter au Centre d’investissement, veuillez nous envoyer un imprime-écran de l’erreur qui s’affiche quand vous essayer de vous connecter. 

Bonne journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Wednesday, November 12, 2025 12:28 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Carol Bérubé <carol@servicesfinanciers.pro>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Ops change - INC1815520

Hi Team,

Can you please assist Carol with delegate access steps for Audrey Dufour? I can confirm that Audrey has TPA to Carol’s direct advisor code F7911 and is registered under AUDREYD@CLEXT.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Carol Bérubé <carol@servicesfinanciers.pro> 
Sent: October-23-25 07:49
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Ops change - INC1815520

Bonjour, Est-ce que c'est bien long avant de pouvoir déléguer l'accès à mon ajointe pour espace affaire et le centre d'investissement? -- -- Carol Bérubé [il/lui][he/him] Représentant autonome Conseiller en sécurité financière Conseiller en
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
 
Est-ce que c'est bien long avant de pouvoir déléguer l'accès à mon ajointe pour espace affaire et le centre d'investissement?
 
--
-- 
Carol Bérubé [il/lui][he/him]
Représentant autonome
Conseiller en sécurité financière
Conseiller en assurance et rentes collectives
Représentant en investissement
 	 	 
Avis de confidentialité : Ce courriel et ses pièces jointes sont destinés exclusivement à la personne ou à l'entité à qui ils sont adressés. Ils peuvent contenir des renseignements confidentiels ou protégés par le secret professionnel. Si vous avec reçu ce message par erreur, veuillez le supprimer immédiatement et en informer l'expéditeur. Toute utilisation, reproduction ou diffusion non autorisée est strictement interdite.
 
Protection des renseignements personnels : Carol Bérubé Services Financiers s'engage à respecter la confidentialité des renseignements personnels conformément à la loi sur la protection des renseignements personnels dans le secteur privé (Québec).",True,2025-11-26T17:17:07.000+0000,False,False,0055o000001zVCKAA2,2025-11-13T17:59:21.000+0000,0055o000001zVCKAA2,2025-11-26T17:17:07.000+0000,0055o000001zVCKAA2,2025-11-26T17:17:07.000+0000,(418)276-0057,(418) 637-1134,carol@servicesfinanciers.pro,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhefPYAQ,False,,23743764,003G0000018f7xgIAA,0010A000002wQ3rQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"GRS log in assistance,",Medium,"*11/13*
----------------
Barb Summerville 

Rick Wolksen

GRS access account, Ricks access ID 9364133
we do not support GRS access at workspace support, we are primarily for Workspace and any tools you can access directly from Workspace, GRS is located on the Canadalife.com page which can be used to navigate to both Workspace and GRS. 

*email*
----------------

Good afternoon Barb, 

Thank you for contacting the Workspace Support Team with your GRS inquiry. 

You wanted to help your advisor Rick log into their GRS account but were running into difficulty. During our call the line dropped, but unfortunately, we do not support GRS, I believe you can access GRS and Workspace from the Canadalife.com website but we have different support for each system, and they are not connected. You can also try using the “forgot password” tools located on the GRS log in page and see if that works. Outside of that, you will need to contact GRS directly for more assistance if you are unable to reset the password yourselves, when speaking with them do not mention Workspace at all in case there was some confusion last time that led them to tell you that we supported it. If there are any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T18:58:57.000+0000,False,False,005OH000008919xYAA,2025-11-13T18:27:11.000+0000,005OH000008919xYAA,2025-11-13T20:53:03.000+0000,005OH000008919xYAA,2025-11-13T20:53:03.000+0000,(204)515-4001,(204) 229-7464,rick@bayviewfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhf9zYAA,False,,23742718,003G0000018f6rWIAQ,0010A000002wOtGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T18:10:08.000+0000,False,False,005OH000001cCPNYA2,2025-11-13T18:10:08.000+0000,005OH000001cCPNYA2,2025-11-13T18:10:09.000+0000,005OH000001cCPNYA2,2025-11-13T18:10:09.000+0000,(306)993-1828,(306) 533-8876,steven@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhfWZYAY,False,,23745262,0030A00000BhfPTQAZ,0010A00000CHt3PQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T18:48:49.000+0000,False,False,005OH00000245RQYAY,2025-11-13T18:48:49.000+0000,005OH00000245RQYAY,2025-11-13T18:48:50.000+0000,005OH00000245RQYAY,2025-11-13T18:48:50.000+0000,(819)762-6655X119,,fanny.duchesne@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhipRYAQ,False,,23743965,0030A0000029hSRQAY,0010A000002w5MUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Gabriel,

As mentioned in my previous email, please see below for your password-protected Excel file:
ENJ9F3TJCH

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Gabriel,

Please find the attached file of F5598 Wealth Client Listings report. A separate Password Email will follow to access this password-protected Excel file.

Please note this report is filtered to show Birth Year 1954 (Clients turning 71 in 2025). Please select the drop-down box at Column R of this file to view other Birth Years.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Ruth,

Thank you for reaching out to Business Reporting team.

A Wealth Client Listings report will be sent to gabriel@mdlfinancialgroup.ca shortly. 

However, please reach out to Distribution_Methodology@canadalife.com to have your contact information updated with Canada Life (Direct Channel).


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Ruth Hopkin <ruth@mdlfinancialgroup.ca> 
Sent: November 12, 2025 9:13 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Lalonde, Gabriel <gabriel@mdlfinancialgroup.ca>; Greidanus, Charissa <Charissa.Greidanus@canadalife.com>
Subject: [EXT] Fw: Clients Turning 71 /Case23681894

Hi Carmen, Would it help if the request came directly from Gabriel Lalonde (cc’d here) as the advisor? Please advise. Kind Regards, Ruth Hopkin MDL Financial Group Direct Line: 613-416-9649 ext. 103 Help us spread financial literacy love by
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    Report Suspicious    ‌ 



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Hi Carmen,

Would it help if the request came directly from Gabriel Lalonde (cc’d here) as the advisor?
Please advise.

Kind Regards,

Ruth Hopkin
MDL Financial Group

Direct Line: 613-416-9649 ext. 103

Help us spread financial literacy love by leaving a review: CLICK HERE

This email and any files transmitted with it are privileged, confidential, subject to copyright and intended solely for the use of the individual or entity to whom they are addressed. Views expressed are those of the user and not necessarily those of any companies, individuals or organizations noted, or their subsidiaries. Any unauthorized use, copying, distribution or disclosure, in whole or in part is prohibited. Please notify the sender and destroy this message immediately if you have received this communication in error. Please note that emails are not private, may not reach their destination, may not be opened on a timely basis, or may not be executed if they contain errors or omissions. Thank you for your assistance and co-operation.
 
To unsubscribe from receiving commercial electronic messages please reply to this email with unsubscribe in the subject line.
________________________________________
From: Greidanus, Charissa <Charissa.Greidanus@canadalife.com>
Sent: 11 November 2025 17:11
To: Ruth Hopkin <ruth@mdlfinancialgroup.ca>
Subject: FW: Clients Turning 71 /Case23681894 
 
Hi Ruth, 
Please see below 😊 
Thanks!
 
Charissa Greidanus 
Customer Service Specialist I Wealth Operations
Individual Wealth Savings, T424-2
Charissa.greidanus@canadalife.com | 226-796-7002
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 11, 2025 4:52 PM
To: Greidanus, Charissa <Charissa.Greidanus@canadalife.com>
Subject: RE: Clients Turning 71 /Case23681894
 
Hi Charissa,
 
I have looked into the code provided, it appears to be a GWL rep code and is aligned to F5598 (ADSL). This is the code we need to look into our reporting system.
 
Unfortunately, it appears Ruth Hopkin’s contact is not up-to-date for their Direct Channel with Canada Life to receive the requested information. Please have the requestor reach out to Distribution_Methodology@canadalife.com and cc our team to have their information updated. Once we receive confirmation, we will look into this request.
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: Greidanus, Charissa <Charissa.Greidanus@canadalife.com> 
Sent: November 11, 2025 1:41 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: Clients Turning 71 /Case23681894
 
HI there, 
 
This is for Gabriel Lalonde A3152
 
Thanks! 
 
Charissa Greidanus 
Customer Service Specialist I Wealth Operations
Individual Wealth Savings, T424-2
Charissa.greidanus@canadalife.com | 226-796-7002
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 11, 2025 1:30 PM
To: Greidanus, Charissa <Charissa.Greidanus@canadalife.com>
Subject: RE: Clients Turning 71 /Case23681894
 
Good afternoon Charissa,
 
For the Wealth Client Listings report request below, could you please provide us to advisor’s name and advisor code (ex. Canada Life/ADSL, five-characters long) for us to look into?
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: Greidanus, Charissa <Charissa.Greidanus@canadalife.com> 
Sent: November 11, 2025 10:38 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: Clients Turning 71
Importance: High
 
Hi there, 
Could you please assist with the below request? Thanks so much!
 
Charissa Greidanus 
Customer Service Specialist I Wealth Operations
Individual Wealth Savings, T424-2
Charissa.greidanus@canadalife.com | 226-796-7002
 
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
From: Ruth Hopkin 
Sent: November 11, 2025 9:38 AM
To: Greidanus, Charissa 
Subject: [EXT] Clients Turning 71
Importance: High
 
Hi Charissa, Is it possible to get a list of all of Gabriel's clients that are turning 71 this year that hold registered accounts? We need to make sure we action all of those ASAP. Thank you Kind Regards, Ruth Hopkin MDL Financial Group Direct
Hi Charissa,
 
Is it possible to get a list of all of Gabriel's clients that are turning 71 this year that hold registered accounts?
 
We need to make sure we action all of those ASAP.
 
Thank you
 
Kind Regards,
 
Ruth Hopkin
MDL Financial Group
 
Direct Line: 613-416-9649 ext. 103
 
Help us spread financial literacy love by leaving a review: CLICK HERE
 
This email and any files transmitted with it are privileged, confidential, subject to copyright and intended solely for the use of the individual or entity to whom they are addressed. Views expressed are those of the user and not necessarily those of any companies, individuals or organizations noted, or their subsidiaries. Any unauthorized use, copying, distribution or disclosure, in whole or in part is prohibited. Please notify the sender and destroy this message immediately if you have received this communication in error. Please note that emails are not private, may not reach their destination, may not be opened on a timely basis, or may not be executed if they contain errors or omissions. Thank you for your assistance and co-operation.
 
To unsubscribe from receiving commercial electronic messages please reply to this email with unsubscribe in the subject line.",True,2025-11-13T18:29:43.000+0000,False,False,005OH0000071DK9YAM,2025-11-13T18:29:43.000+0000,005OH0000071DK9YAM,2025-11-13T18:29:44.000+0000,005OH0000071DK9YAM,2025-11-13T18:29:44.000+0000,(613)416-9649,,gabriel@mdlfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhnM3YAI,False,,23743642,003G0000018f6wEIAQ,0010A000002wOy6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Training Request,Medium,"Bonjour, 

Merci d’avoir communiqué avec l’équipe de soutien de l’Espace affaires pour planifier une séance de formation. 

Pour réserver une séance de formation sur l’espace de travail, veuillez fournir ce qui suit :

• Quelques dates et heures pour réserver la séance de formation
• Le meilleur numéro pour vous joindre 
• Votre fuseau horaire
• Tout sujet sur lequel vous aimeriez recevoir de la formation au cours de cet appel (si rien de précis, nous ferons un survol de Espace et de ses caractéristiques)

Passez une merveilleuse journée. 😊

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Wednesday, November 12, 2025 10:45 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: Philippe Hanscom Topic: Soutien de l’Espace affaires Would you like additional training on Workspace/Salesforce?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Philippe Hanscom
Topic: Soutien de l’Espace affaires
Would you like additional training on Workspace/Salesforce? Oui
What can we help you learn more about in Workspace?:",True,2025-11-13T18:25:20.000+0000,False,False,0055o000001zVCKAA2,2025-11-13T18:25:20.000+0000,0055o000001zVCKAA2,2025-11-13T18:25:50.000+0000,0055o000001zVCKAA2,2025-11-13T18:25:50.000+0000,(514)577-9146,(514) 577-9146,philippe.hanscom@planisource.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhqADYAY,False,,23743439,003OH00000XD7K1YAL,001OH00000fEnPdYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The customer was having trouble accessing their Workspace account and needed assistance. The agent was able to provide guidance on the registration process, explaining that the customer would need to wait at least 48 hours before being able to fully access the account. The agent also confirmed the customer's contact information and offered to send a follow-up email. The issue was resolved, and the customer was advised to wait until the registration process was complete before attempting to access the applications through Workspace.
******
Hi Reihaneh, thank you for calling workspace support today.

To recap our call, we did a remote log me in session as you were having some difficulties with the workspace registration. The reason for that is because you received your new rep ID today , you will have to wait at least 48 hours before registering for workspace. If 48 hours pass and you still are unable to register, please let me know in your response to this email.

We would love to hear your feedback , I would appreciate if you could fill out this survey


KB0021947",True,2025-11-13T18:39:38.000+0000,False,False,005OH00000BFQFCYA5,2025-11-13T18:21:59.000+0000,005OH00000BFQFCYA5,2025-11-13T20:04:22.000+0000,005OH00000BFQFCYA5,2025-11-13T20:04:22.000+0000,(778)512-3038,,rihana.p.finances39@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhrfnYAA,False,,23744445,003G0000018f6y8IAA,0010A000002wP0mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T18:36:36.000+0000,False,False,005OH000001cCPNYA2,2025-11-13T18:36:36.000+0000,005OH000001cCPNYA2,2025-11-13T18:36:36.000+0000,005OH000001cCPNYA2,2025-11-13T18:36:36.000+0000,(604)681-7185X1,(604) 789-9889,kelly@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fht85YAA,False,,23743681,0030A0000029jVEQAY,0010A000002w71DQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"Advisor and support staff is not registered through workspace yet and no RepNet ID as well. Refer to Distribution_Methodology@canadalife.com  to request for their RepNet ID.
==========================

Hi Elaine,

Thank you for contacting the workspace support about workspace registration.

We have identified that you and your advisor need to have a RepNet Id first for you to be able to register to workspace. Please reach out to  Distribution_Methodology@canadalife.com for you to be able to request for the RepNet Id. The team will reply to you with the information you need together with the instructions on how to register through workspace. 

Once you have the information and you need assistance in registering to workspace, please don’t hesitate to call us back and will be happy assist you better. I have also attached the TPA form so Sean can request to give you access to his file.

Thank you for your time and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-13T18:51:52.000+0000,False,False,005OH00000BFPZHYA5,2025-11-13T18:25:56.000+0000,005OH00000BFPZHYA5,2025-11-13T19:07:49.000+0000,005OH00000BFPZHYA5,2025-11-13T19:07:49.000+0000,(514)694-1607,,sean@dunsmoreburke.com,(514)694-3994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fhutnYAA,False,,23744157,003G0000018f6rAIAQ,0010A000002wOsuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T18:32:21.000+0000,False,False,005OH000001cCPNYA2,2025-11-13T18:32:21.000+0000,005OH000001cCPNYA2,2025-11-13T18:32:21.000+0000,005OH000001cCPNYA2,2025-11-13T18:32:21.000+0000,(604)616-2569,(604) 616-2569,chris@murdochfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fi206YAA,False,,23744763,0030A0000029juBQAQ,0010A000002w7KTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Typos in French version of Digital Term Conversion tool,Medium,"Bonjour Patricia, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Nous avons assigne un incident a notre laboratoire digital pour faire la correction de ces coquilles. 

Bonne journée!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Patricia Poirier <patricia@groupezelta.com> 
Sent: Wednesday, November 12, 2025 9:47 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] À corriger dans Transformation dans espace affaire - INC1854999

Prendre rendez-vous directement dans mon agenda en ligne en cliquant ICI. Les rendez-vous seront principalement en vidéoconférence sécurisée via Microsoft TEAMS ou en personne si nous le prévoyons d'avance. Patricia Poirier, Conseillère en sécurité
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 



Prendre rendez-vous directement dans mon agenda en ligne en cliquant ICI.
Les rendez-vous seront principalement en vidéoconférence sécurisée via Microsoft TEAMS ou en personne si nous le prévoyons d'avance.  

Patricia Poirier, 
Conseillère en sécurité financière et 
Conseillère en assurance et rentes collectives
Zelta Conseils – Cabinet de services financiers
Représentante en investissement
Services d'investissement Quadrus ltée.

NOUS AVONS DÉMÉNAGÉ : 
1220 Lebourgneuf, bureau 250, 
Québec (Québec)
G2K 2G4

Zelta Conseils – Cabinet de services financiers

Bureau : (581) 703-3188
Fax : (888) 466-4426
Cellulaire : (418) 931-8552
patricia@groupezelta.com
https://www.groupezelta.com/

Si vous ne souhaitez plus recevoir de courriels de ma part, veuillez répondre au présent courriel en indiquant « Désabonnement » dans l’objet. If you no longer want to receive emails from me, please reply with “Unsubscribe” in the subject line.
Le Contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-13T18:41:09.000+0000,False,False,0055o000001zVCKAA2,2025-11-13T18:41:09.000+0000,0055o000001zVCKAA2,2025-11-13T18:41:22.000+0000,0055o000001zVCKAA2,2025-11-13T18:41:22.000+0000,(581)703-3188,,patricia.poirier@propulsiongf.com,(418)622-7292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fi2rQYAQ,False,,23748145,0030A0000029mOtQAI,0010A000002w9OhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Reset password,Medium,"User needed assistance with resetting password to successfully log into Workspace.

Email: shammy.ramasamy@ig.ca 
Advisor code: 08375

**************************************
Good afternoon, Shammy

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace account!
 
I'm glad I was able to assist you with successfully logging in after the password reset. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T19:35:42.000+0000,False,False,005OH00000BG5v4YAD,2025-11-13T19:35:42.000+0000,005OH00000BG5v4YAD,2025-11-13T19:39:57.000+0000,005OH00000BG5v4YAD,2025-11-13T19:39:57.000+0000,(604)541-9334,,shammy.ramasamy@ig.ca,(604)541-9343,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fi4PMYAY,False,,23745474,0030A000007A5X8QAK,0010A00000815pRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T18:52:16.000+0000,False,False,0050A000000Hq5PQAS,2025-11-13T18:52:16.000+0000,0050A000000Hq5PQAS,2025-11-13T18:52:17.000+0000,0050A000000Hq5PQAS,2025-11-13T18:52:17.000+0000,(905)831-3600X4220,(647) 545-8575,tristan.martin@bulwarkfc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fi6IFYAY,False,,23745207,0030A0000029pYJQAY,0010A000002wByuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-gold key,Medium,"user called she cannot access her client witth her former gld key code ,refer her to distribution to request access.
EMAIL=============
Hello Karin,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with the Workspace access of your clients information.
As we discuss the policy you are inquiring about is a former Gold Key policy that will not be accessible in your existing Workspace access for MGA business.
Please complete this form, our Distribution Methodology will review and advise if you can obtain a Workspace account for your former Gold Key business or  you can email the Distribution Methodology Distribution_Methodology@canadalife.com to request if  ask if that code can be added.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T19:11:44.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-13T18:48:04.000+0000,005OH00000AZ3ZxYAL,2025-11-13T19:11:44.000+0000,005OH00000AZ3ZxYAL,2025-11-13T19:11:44.000+0000,(604)858-8309,,karin.spindler@shaw.ca,(604)858-8412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fi7cZYAQ,False,,23749029,0030A0000029hJsQAI,0010A000002w5EjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-docu sign link,Medium,"user did not receive the signature link after the client sign. Did a logme in session assist user find the link in his email.
he was able to complete the process.
EMAIL=============
Hello Paul,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with the DSFA docu sign isuue.
On our call today we were able to locate the docu sign link in your email and proceed to the next step.
If your ever encounter same issue try search by the name  DocuSign or ""Canada Life DocuSign"" (""Canada Vie DocuSign"")
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T20:06:49.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-13T19:48:57.000+0000,005OH00000AZ3ZxYAL,2025-11-13T20:06:50.000+0000,005OH00000AZ3ZxYAL,2025-12-13T02:01:25.000+0000,(289)698-5887,,paulsburt@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fi7fiYAA,False,,23745276,003G0000029mzUrIAI,0010A000002wTEeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T18:48:57.000+0000,False,False,0050A000000Hq5PQAS,2025-11-13T18:48:57.000+0000,0050A000000Hq5PQAS,2025-11-13T18:48:57.000+0000,0050A000000Hq5PQAS,2025-11-13T18:48:57.000+0000,(647)260-2501X262,(416) 723-5909,vikki@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fi9xdYAA,False,,23745359,0030A000008U1gCQAS,0010A000009OBx0QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T18:50:18.000+0000,False,False,0050A000000Hq5PQAS,2025-11-13T18:50:18.000+0000,0050A000000Hq5PQAS,2025-11-13T18:50:18.000+0000,0050A000000Hq5PQAS,2025-11-13T18:50:18.000+0000,(905)831-3600,(905) 431-6648,cheryce.mullings@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiCfPYAU,False,,23746113,003G0000018f7pdIAA,0010A000002wPw4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:02:28.000+0000,False,False,005G0000002gyDJIAY,2025-11-13T19:02:28.000+0000,005G0000002gyDJIAY,2025-11-13T19:02:28.000+0000,005G0000002gyDJIAY,2025-11-13T19:02:28.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiDZuYAM,False,,23747374,003G0000018f6vSIAQ,0010A000002wOxLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:23:01.000+0000,False,False,005OH00000245RQYAY,2025-11-13T19:23:01.000+0000,005OH00000245RQYAY,2025-11-13T19:23:02.000+0000,005OH00000245RQYAY,2025-11-13T19:23:02.000+0000,(819)665-8876,(819) 665-8876,solange.guay@solangefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiE1NYAU,False,,23748466,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:40:02.000+0000,False,False,005OH000007fgYjYAI,2025-11-13T19:40:02.000+0000,005OH000007fgYjYAI,2025-11-13T19:40:03.000+0000,005OH000007fgYjYAI,2025-11-13T19:40:03.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiF8fYAE,False,,23746517,0031600002SywGSAAZ,0010A000002wNw3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:09:10.000+0000,False,False,005G0000002gxxjIAA,2025-11-13T19:09:10.000+0000,005G0000002gxxjIAA,2025-11-13T19:09:10.000+0000,005G0000002gxxjIAA,2025-11-13T19:09:10.000+0000,(450)951-8787,(514) 949-5755,michelprevost@investamp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiH3xYAE,False,,23746140,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:02:55.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T19:02:55.000+0000,005OH000003ds0PYAQ,2025-11-13T19:02:55.000+0000,005OH000003ds0PYAQ,2025-11-13T19:02:55.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiHP2YAM,False,,23749374,003G0000018f6pxIAA,0010A000002wOrgQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"*** DDS 13NOV2025 ***
didnt user swoogo or provide urls
001OH00000cbYjBYAU

001OH00000YvQlhYAF

removed duplicate middle name from CL id 5488915034 to match LL id 1713443104
------------------------------------------------EMAIL CHAIN:

Hello Florence,

Thank you for contacting Workspace Support regarding the merge issue below. I’ve amended the user’s accounts in our system; you should find that the merge prompt appears in Workspace in 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further. Please note - If you should have any merge requests in the future, the best way to submit your merge request is through Workspace. This will ensure we have all the necessary information to support you. If you navigate to the Overview page, you will see the following tile that will guide you in providing the required details: 
  
 
 


I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: admin@pretiumwealth.ca <clientcare@pretiumwealth.ca> 
Sent: November 3, 2025 1:04 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Duplicate Client Names on Workspace - screenshot - C23749374

Hello Workspace Support Team: This client has two entries in WS - one has her middle name twice, and each entry holds a separate acct of hers. How do we merge these and correct them? Kind regards, Florence Luk Client Care Manager, Pretium Wealth
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Workspace Support Team:

This client has two entries in WS - one has her middle name twice, and each entry holds a separate acct of hers.
How do we merge these and correct them?

 

Kind regards,
 
Florence Luk
Client Care Manager, Pretium Wealth Management
 
1595 - 1111 West Georgia Street
Vancouver, BC  V6E 4M3
e: admin@pretiumwealth.ca
t: 604-800.3582
 
http://www.pretiumwealth.ca/

Pretium(Latin) for value—a reflection of our commitment to purposeful wealth management.
 
We accept new clients primarily by introductions from our existing clients. We would be pleased to speak with other successful individuals like yourself who would like a second opinion on their wealth management.
 
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-13T20:04:44.000+0000,False,False,005OH000006wv2TYAQ,2025-11-13T19:54:34.000+0000,005OH000006wv2TYAQ,2025-11-13T20:06:27.000+0000,005OH000006wv2TYAQ,2025-11-13T20:06:27.000+0000,(604)862-8615,(604) 862-8615,nesrine@pretiumwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiHteYAE,False,,23749585,0030A000002vSjcQAE,0010A000003gyE9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:58:03.000+0000,False,False,005OH00000245ROYAY,2025-11-13T19:58:03.000+0000,005OH00000245ROYAY,2025-11-13T19:58:03.000+0000,005OH00000245ROYAY,2025-11-13T19:58:03.000+0000,(548)690-9066,(519) 878-1832,carson.kastelein@alpinewealth.ca,(548)866-0223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiL7aYAE,False,,23747054,0030A0000029p22QAA,0010A000002wBZjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:17:52.000+0000,False,False,005G0000002gyDJIAY,2025-11-13T19:17:52.000+0000,005G0000002gyDJIAY,2025-11-13T19:17:53.000+0000,005G0000002gyDJIAY,2025-11-13T19:17:53.000+0000,(204)334-9676,(204) 960-9676,marianneferrer@agapeservices.ca,(204)956-2262,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiLE5YAM,False,,23750964,003G0000018f7SHIAY,0010A000002wPYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:20:52.000+0000,False,False,0055o000002KxaMAAS,2025-11-13T20:20:52.000+0000,0055o000002KxaMAAS,2025-11-13T20:20:53.000+0000,0055o000002KxaMAAS,2025-11-13T20:20:53.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiMd7YAE,False,,23746733,003G0000018f72MIAQ,0010A000002wP5gQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:13:06.000+0000,False,False,005G0000002gxxjIAA,2025-11-13T19:13:06.000+0000,005G0000002gxxjIAA,2025-11-13T19:13:06.000+0000,005G0000002gxxjIAA,2025-11-13T19:13:06.000+0000,(819)307-7477,(819) 712-1033,francois.saumure@sgpp.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiNNuYAM,False,,23747430,003G0000018f7FhIAI,0010A000002wPKUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,No response from DM,Medium,"Name: Rick Waugh
Advisor or support staff: Advisor 
Advisor Code: LL29699/F2127/C0931
Advisor Name:
Phone:	
Email: rick.c.waugh@gmail.com
1. Siebel verification: 
2. Last Login to Workspace:

Issue: no response received from DM in 2 weeks.

RESOLUTION: ADVISED HIM TO FOLLOW UP WITH DM

--------------------------------------***DDS  11/13/2025***--------------------------
SENT FOLLOW UP
--------------------------------------***DDS  11/13/2025***--------------------------
Hello Rick,

Thanks for contacting Workspace Support regarding not receiving an update from Distribution Methodology.

I do see in the message you sent; it was noted they’re currently working through a high volume of requests, and it may take some time to handle your inquiry. 

I would recommend you follow up on your original message sent to them/flag it as urgent. 

We do not have access to their systems or processes and as such unable to assist on something they need to get back to you with regards to.

If your request is relating to direct Workspace access/you can’t sign in or receiving an error when trying to sign in or issues once you’re in Workspace, do let us know and we will be more than happy to help, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 




--------------------------------------***DDS  11/13/2025***--------------------------
EMAIL RECEIVED IN THE WORSPACE MAILBOX FOR ADVISOR SOLUTIONS
--------------------------------------***DDS  11/13/2025***--------------------------
Hi.

I received this conformation e-mail over 2 weeks ago and have heard nothing back.

Thank you for contacting distribution_methodology@canadalife.com
 
This email confirms we have received your request and will contact you if we need more information.  Please do not send duplicate or follow up requests.   
 
We’re currently working through a high volume of requests, and it may take some time to handle your inquiry. We apologize for the delay as we work hard to return to more standard turnaround times.  Thank you for your ongoing patience.  
 
Please remember that emails containing sensitive or personal information should be secured by encryption or password protection.    
  
We look forward to working with you!  
  
Note: This is an automated message. Please do not reply.   

Please advise.

Rick Waugh
LL29699/F2127/C0931
3298 Tennyson Ave
Victoria BC
250-727-7197 ext 251",True,2025-11-13T19:30:57.000+0000,False,False,005OH00000AUS7aYAH,2025-11-13T19:24:05.000+0000,005OH00000AUS7aYAH,2025-11-13T19:30:57.000+0000,005OH00000AUS7aYAH,2025-11-13T19:30:57.000+0000,(250)727-7197X251,,rick.waugh@lifeplangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiOK4YAM,False,,23748960,0030A0000029njTQAQ,0010A000002wAYaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:47:56.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T19:47:56.000+0000,005OH000003ds0PYAQ,2025-11-13T19:47:56.000+0000,005OH000003ds0PYAQ,2025-11-13T19:47:56.000+0000,(705)476-3465,,nancy.partridge@rbc.com,(705)495-3389,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiRcpYAE,False,,23748358,003G0000018f6RNIAY,0010A000002wONiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:38:31.000+0000,False,False,0055o000001h4cFAAQ,2025-11-13T19:38:31.000+0000,0055o000001h4cFAAQ,2025-11-13T19:38:31.000+0000,0055o000001h4cFAAQ,2025-11-13T19:38:31.000+0000,(204)953-1665,(204) 981-1445,gregg@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiRufYAE,False,,23748803,003G0000018f7xgIAA,0010A000002wQ3rQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:45:08.000+0000,False,False,0055o000001h4cFAAQ,2025-11-13T19:45:08.000+0000,0055o000001h4cFAAQ,2025-11-13T19:45:08.000+0000,0055o000001h4cFAAQ,2025-11-13T19:45:08.000+0000,(204)515-4001,(204) 229-7464,rick@bayviewfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiSSPYA2,False,,23747247,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Medium,updated address adn IS.,True,2025-11-13T19:31:28.000+0000,False,False,005OH000006uYrkYAE,2025-11-13T19:21:00.000+0000,005OH000006uYrkYAE,2025-11-13T19:31:28.000+0000,005OH000006uYrkYAE,2025-11-13T19:31:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiSfJYAU,False,,23747256,0030A000005x8xSQAQ,0010A000006hfL4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:21:07.000+0000,False,False,005OH00000245RQYAY,2025-11-13T19:21:07.000+0000,005OH00000245RQYAY,2025-11-13T19:21:07.000+0000,005OH00000245RQYAY,2025-11-13T19:21:07.000+0000,(514)609-4432,,myriam@capes.finance,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiTgGYAU,False,,23749483,003G0000018f6ZbIAI,0010A000002wOWgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:56:29.000+0000,False,False,0055o000002KxaMAAS,2025-11-13T19:56:29.000+0000,0055o000002KxaMAAS,2025-11-13T19:56:30.000+0000,0055o000002KxaMAAS,2025-11-13T19:56:30.000+0000,(780)909-4048,,doug@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiUyuYAE,False,,23747678,0030A00000B7jkkQAB,0010A00000Bhzm2QAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA set up,Medium,"TO: ningwu@crius.ca

Hi Ning,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Salesforce authenticator.

Just a recap of what we disconnected your authenticator from your mobile device and reconnected the Salesforce authenticator in your computer, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T19:28:10.000+0000,False,False,005OH00000AbCcLYAV,2025-11-13T19:28:10.000+0000,005OH00000AbCcLYAV,2025-11-14T00:47:23.000+0000,005OH00000AbCcLYAV,2025-11-14T00:47:23.000+0000,(604)438-3699,,ningwu@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiVJsYAM,False,,23750298,003G0000018f6XFIAY,0010A000002wOUKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Waiting on TPA access,Medium,"Name:Patti Matetich
Advisor or support staff: Advisor support 
Advisor Code: ADVISOR SOLUTION LL31176 (F5725) and MGA A6711
Advisor Name: Mark Calla
Phone:	
Email:patti@millcroftfinancial.ca 		
1. Siebel verification: confirmed advisors info on file
2. Last Login to Workspace: TODAY.

Issue: Oct 29th, sent request for TPA for Advisor book of 
business for ADVISOR SOLUTION LL31176 (F5725) and MGA A6711
Can't access the advisor's application/simple protect/noted they were advised by DM that a TPA form was needed. Mark sent it since Oct 29th/no response.
Says she signs into workspace as advisor solutions under her workspace and uses Marks logins for his MGA doesn't have her own...thats why they sent TPA.

FINDINGS

CHECKED Patti Matetich PROFILE IN SIEBEL FOR ADSL AND NO TPA IS SETUP FOR ANY OF THE 2 OF MARKS CODES.
CHECKED MARKS PROFILE FOR ADVISOR SOLUITIONS IN SF,  MARK J CALLA SIGNED IN AS MARK, PATTI IS SETUP AS DELEGATE
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001d4vRQAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028wj4QAA%26cntc%3D0030A0000028wj4QAA%26id%3D0050A000001d4vRQAQ

CHECKED  Patti Matetich PROFILE IN SIEBEL FOR MGA AND TPA IS SETUP FOR A6711.
CHECKED MARKS PROFILE FOR MGA IN SF MARK JAMES CALLA

called assist desk/spoke to Eliese. 
for the MGA she has to reach out to DM as tpa access was setup since last year. if she knows her info she can register for mga workspace.
KB0021634   KB0021801 provided by Eliese
delegates can't see applications done by the advisor only can view the status of that application once its submitted viewable on new business dashboard.

SENT FOLLOW UP
--------------------------------------***DDS  11/13/2025***--------------------------
Hello Patti,

Thank you for contacting Workspace Support today regarding getting TPA access to Mark Call’s book of business for both ADVISOR SOLUTION LL31176 and MGA A6711.

As discussed, Mark has already sent in the TPA form to Distribution Methodology since October 29th and no response has been received. Mark will need to follow up with Distribution Methodology please.

I checked and found the following

Under Marks’ Advisor solutions profile, I can see Mark has set you up for delegate access and under the MGA profile, access is also setup for the MGA code A6711.

For your MGA Workspace access to Marks book of business code A6711, you would have already received an email from Distribution_Methodology@canadalife.com since last year when access was granted and so if you have the information received from them, you can go ahead and register for MGA Workspace access.

If not, please send an email to Distribution_Methodology@canadalife.com to inquire, let them know Mark had requested TPA access to A6711 for you and it was granted and you need to register for Workspace access and can’t recall the information, ask that they provide you with this.  Once you have this, you can go to Register to register for MGA workspace.

With regards to the simple protect applications, delegates can’t see any applications done by the advisor. You can only view the status of the application once its submitted from the New Business Dashboard.

If you create the Simple protect applications, then you would be able to view them. Once the above is all sorted, if you still have issues, do let us know, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-13T21:11:15.000+0000,False,False,005OH00000AUS7aYAH,2025-11-13T20:09:05.000+0000,005OH00000AUS7aYAH,2025-11-13T21:16:51.000+0000,005OH00000AUS7aYAH,2025-11-13T21:16:51.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiVi4YAE,False,,23749191,0030A000008QMOMQA4,0010A000009JkGiQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:51:51.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T19:51:51.000+0000,005OH000003ds0PYAQ,2025-11-13T19:51:52.000+0000,005OH000003ds0PYAQ,2025-11-13T19:51:52.000+0000,(905)243-1831,,nat1173@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fibHHYAY,False,,23751226,003G0000029n1TxIAI,0010A000002wTFFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:25:21.000+0000,False,False,005OH000002N6huYAC,2025-11-13T20:25:21.000+0000,005OH000002N6huYAC,2025-11-13T20:25:21.000+0000,005OH000002N6huYAC,2025-11-13T20:25:21.000+0000,(450)231-8338,(450) 231-8338,vincent@gfletarte.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fibM3YAI,False,,23748437,0030A0000029YiXQAU,0010A000002vy4kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:39:37.000+0000,False,False,0055o000002KxmIAAS,2025-11-13T19:39:37.000+0000,0055o000002KxmIAAS,2025-11-13T19:39:37.000+0000,0055o000002KxmIAAS,2025-11-13T19:39:38.000+0000,(905)892-5210,,rhenson@masonfinancialservices.ca,(905)892-6457,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000ficd4YAA,False,,23748775,003G0000018f6vSIAQ,0010A000002wOxLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:44:43.000+0000,False,False,005OH00000245RQYAY,2025-11-13T19:44:43.000+0000,005OH00000245RQYAY,2025-11-13T19:44:44.000+0000,005OH00000245RQYAY,2025-11-13T19:44:44.000+0000,(819)665-8876,(819) 665-8876,solange.guay@solangefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fif9ZYAQ,False,,23750316,003G0000020tQdmIAE,0010A000002wT7FQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:09:24.000+0000,False,False,005G0000002gyDJIAY,2025-11-13T20:09:24.000+0000,005G0000002gyDJIAY,2025-11-13T20:09:24.000+0000,005G0000002gyDJIAY,2025-11-13T20:09:24.000+0000,(204)320-9925,(204) 392-8809,jp.craft@craftfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fifB7YAI,False,,23748536,003G0000018f6X7IAI,0010A000002wOUCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:41:06.000+0000,False,False,0055o000001h4cFAAQ,2025-11-13T19:41:06.000+0000,0055o000001h4cFAAQ,2025-11-13T19:41:06.000+0000,0055o000001h4cFAAQ,2025-11-13T19:41:06.000+0000,(204)777-6699,(204) 795-2030,gord@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fihTAYAY,False,,23750508,0030A0000029UhgQAE,0010A000002vum7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:12:36.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T20:12:36.000+0000,005OH000004Ir1xYAC,2025-11-13T20:12:37.000+0000,005OH000004Ir1xYAC,2025-11-13T20:12:37.000+0000,(403)526-6622,(403) 952-7538,lstcg@telusplanet.net,(403)526-5292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiiNbYAI,False,,23751704,003OH00000XHX9YYAX,001OH00000fN6zrYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:33:45.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T20:33:45.000+0000,005OH000004Ir1xYAC,2025-11-13T20:33:46.000+0000,005OH000004Ir1xYAC,2025-11-13T20:33:46.000+0000,(403)230-3483,,marcus.mak@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiiozYAA,False,,23752152,0030A0000029jkpQAA,0010A000002w7DCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"****DDS*** 11/13/2025
User wanted help disconnecting and reconnecting MFA, followed KBA0021888 for authentication

***Email chain****
Hello James, 

          Thank you for reaching out to Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T20:52:02.000+0000,False,False,005OH00000BFQFHYA5,2025-11-13T20:41:18.000+0000,005OH00000BFQFHYA5,2025-11-13T20:52:02.000+0000,005OH00000BFQFHYA5,2025-11-13T20:52:02.000+0000,(709)689-2755,,jim@gfin.ca,(888)841-5018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fikh3YAA,False,,23749143,003G0000018f6svIAA,0010A000002wOueQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:51:06.000+0000,False,False,005OH000002N6huYAC,2025-11-13T19:51:06.000+0000,005OH000002N6huYAC,2025-11-13T19:51:06.000+0000,005OH000002N6huYAC,2025-11-13T19:51:06.000+0000,(450)672-3434,(514) 402-4230,michel@demersfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fim2vYAA,False,,23749270,003G0000018f7x8IAA,0010A000002wQ3JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Digital Term Conversion - Incorrect Owner showing in the Owner and insured section - WSL,Medium,"Hi Pam,

Thank you for letting us know it’s no longer accessible to validate due to it being inactive. We’re closing this ticket as a result.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Pam McWilliams <pm@rlfadvisory.com> 
Sent: November 28, 2025 11:31 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Digital term conversion application - INC1855164 - C23749270

Good morning, Unfortunately due to the timeliness of the conversion, I had to process using a paper application. The policy in question is no longer active so I cannot see if the online conversion application is showing the correct ownership. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
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Good morning,

Unfortunately due to the timeliness of the conversion, I had to process using a paper application.  The policy in question is no longer active so I cannot see if the online conversion application is showing the correct ownership.

Thanks,

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 8:55 AM
To: Pam McWilliams <pm@rlfadvisory.com>
Subject: RE: Digital term conversion application - INC1855164 - C23749270


Good morning Pam,

I’m following up on my email from Wednesday. Please advise when you have a moment.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 10:38 AM
To: McWilliams, Pam <pm@rlfadvisory.com>
Subject: RE: Digital term conversion application - INC1855164 - C23749270


Good morning Pam,

We’ve heard back from our digital lab that a correction has been made in the backend system regarding the owner’s name showing incorrectly in the conversion application. Please try again and advise if it’s displaying correctly on your end.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 21, 2025 8:41 AM
To: McWilliams, Pam <pm@rlfadvisory.com>
Subject: RE: Digital term conversion application - INC1855164 - C23749270

Good morning Pam,

I’m reaching out to you on behalf of carl regarding this issue. It’s still under investigation and we’ve requested an update from our digital lab to provide more information. We will provide more information as soon as we hear from them.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas



Hi Pam, 

Thank you for contacting Workspace Support.  

We have escalated the issue to our Digital Lab Technical Team for investigation. We will send you an update once they reviewed your incident. 

Have a wonderful day. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Pam McWilliams <pm@rlfadvisory.com> 
Sent: Wednesday, November 12, 2025 12:00 PM
To: Segui, Jessica <Jessica.Segui@canadalife.com>; Buffone, Anne <Anne.Buffone@advicecanada.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Digital term conversion application - 

Good afternoon Jessica, Hope you’re doing well. This policy is eligible for conversion through the online application. The screenshot I provided shows the application I started, where the ownership is displayed as Erika Highfield. It appears
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Good afternoon Jessica,

Hope you’re doing well.

This policy is eligible for conversion through the online application. The screenshot I provided shows the application I started, where the ownership is displayed as Erika Highfield. It appears that the ownership from the original policy (BRIAN T HIGHFIELD CHARTERED PROFESSIONAL ACCOUNTANT INC) is not transferring over to the online conversion application.
Could you confirm whether the ownership will ultimately reflect the original policy details? I want to ensure that processing this online conversion will not result in an ownership change or create any confusion for the client.

Also, I had reached out to Workspace, and they directed me to NBInquiry.Team2@canadalife.com. However, New Business indicated they are unable to assist with Term Conversions, so I’m feeling a bit stuck on where to get clarification.

Any guidance you can provide would be greatly appreciated.

Thanks,

From: Segui, Jessica <Jessica.Segui@canadalife.com> 
Sent: November 10, 2025 12:59 PM
To: Pam McWilliams <pm@rlfadvisory.com>
Subject: RE: Digital term conversion application - 

	You don't often get email from jessica.segui@canadalife.com. Learn why this is important 



Hello,

Thank you for your email.

Please review the list below. If you believe the policy is eligible for conversion through the online application, I recommend reaching out to Workspace Support. Our system indicates that BRIAN T HIGHFIELD CHARTERED PROFESSIONAL ACCOUNTANT INC is listed as the policy owner.

Available Through Online Term Conversion (OTC):
•	Convert an in-force term policy to a Canada Life My Term™ policy
•	Convert a single term policy to a single participating policy
•	Convert a joint life term policy to a joint participating policy
•	Convert a term rider/benefit to a single life participating policy
Requirements:
•	All conversions must be zero risk
•	Advisor must be the Agent of Record (AOR)

Not Available Through OTC:
•	Conversion from two single term policies to a joint first-to-die or joint last-to-die policy
•	Exchange of a joint life term policy for a single life participating or universal life policy
•	Exchange from Living Life or DiscoverLife to a universal life policy
•	Conversion of Econolife/Enhancement to a single life policy
•	Conversion of child rider to a single life policy
•	Conversion of spousal rider to a single life policy
•	Exercise of a guaranteed issue option
•	Policies requiring underwriting
•	Policies with a third-party payor

Thank you!

Jessica Segui
In-Force Policy Analyst | Insurance Operations, In-Force policy 
Analyste | Exploitation Assurance | Polices en vigueur
Jessica.Segui@canadalife.com | Phone/Téléphone: (519) 435-6723 | Toll-free/Téléphone sans frais: (844) 363-5956

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: McWilliams, Pam <pm@rlfadvisory.com> 
Sent: November 6, 2025 3:43 PM
To: Term_Conversion_Inquiries <Term_Conversion_Inquiries@canadalife.com>
Subject: [EXT] Digital term conversion application - 

Good afternoon, I wanted to process a conversion using the digital application. The original policy N058647T as the ownership as Brian T Highfield Chartered Professional Accountant Inc. However, when started processing the digital conversion

Good afternoon,

I wanted to process a conversion using the digital application. The original policy N058647T as the ownership as Brian T Highfield Chartered Professional Accountant Inc. However, when started processing the digital conversion application the owner shows as Erika Highfield, see below. Could you please advise on how to proceed. thanks,",True,2026-01-02T17:16:59.000+0000,False,False,0055o000001zVCKAA2,2025-11-13T19:53:03.000+0000,0055o000001zVCKAA2,2026-01-02T17:17:00.000+0000,0055o000001zVCKAA2,2026-01-02T17:17:00.000+0000,(204)594-2213,(204) 891-6393,ic@rlfadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fim6BYAQ,False,,23749619,0030A000002vSjcQAE,0010A000003gyE9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:58:43.000+0000,False,False,005OH00000245ROYAY,2025-11-13T19:58:43.000+0000,005OH00000245ROYAY,2025-11-13T19:58:44.000+0000,005OH00000245ROYAY,2025-11-13T19:58:44.000+0000,(548)690-9066,(519) 878-1832,carson.kastelein@alpinewealth.ca,(548)866-0223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fimNyYAI,False,,23751330,0030A0000029gHaQAI,0010A000002w4LSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,workspace-pdf requesting password,Medium,"user called because his pdf is requesting password protected on new application.
assist user with password and gain access.
email============
Hello scott ,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with with the pdf requesting password issue.
On our call today we were able to input the last 3digit and alphabete as the password and gain access to the document.
For future use :
The password is the last 4 digits of the policy number and is CASE-SENSITIVE. 
•	Example:  if the policy number is 1234567P then the password would be 567P.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T20:45:25.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-13T20:27:16.000+0000,005OH00000AZ3ZxYAL,2025-11-13T20:45:25.000+0000,005OH00000AZ3ZxYAL,2025-11-13T20:45:25.000+0000,(905)719-7526,,scott_weldon_fp_clu@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fin8fYAA,False,,23749390,003G0000018f707IAA,0010A000002wP2kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:54:50.000+0000,False,False,005OH00000245ROYAY,2025-11-13T19:54:50.000+0000,005OH00000245ROYAY,2025-11-13T19:54:51.000+0000,005OH00000245ROYAY,2025-11-13T19:54:51.000+0000,(519)966-4400,51299963466,gfinnerty@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fips1YAA,False,,23749667,003OH00000C5kxrYAB,001OH00000EWHoyYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T19:59:35.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T19:59:35.000+0000,005OH000003ds0PYAQ,2025-11-13T19:59:36.000+0000,005OH000003ds0PYAQ,2025-11-13T19:59:36.000+0000,(705)789-7940,,njenner@assante.com,(705)990-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiq6ZYAQ,False,,23750838,0035o000006NgzsAAC,0015o000006smMPAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:18:37.000+0000,False,False,005OH000003ds0PYAQ,2025-11-13T20:18:37.000+0000,005OH000003ds0PYAQ,2025-11-13T20:18:37.000+0000,005OH000003ds0PYAQ,2025-11-13T20:18:37.000+0000,(905)372-3379,,neil.ganson@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiqmUYAQ,False,,23749843,003G000001F3oYKIAZ,0010A000002wS2gQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WS access,Medium,"Caller was expecting to be authenticated by email not MFA
to: lee@summitbenefits.ca

Good day Lee,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. Every time you sign in to Workspace, the app (MFA) sends a notification to your mobile device to verify it’s you.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T20:14:09.000+0000,False,False,005OH00000AbCcLYAV,2025-11-13T20:02:10.000+0000,005OH00000AbCcLYAV,2025-11-13T20:14:09.000+0000,005OH00000AbCcLYAV,2025-11-13T20:14:09.000+0000,(780) 705-5214,(604) 416-0250,lee@summitbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fir5qYAA,False,,23750003,0030A00000BXpXbQAL,0010A000002vtlgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:04:32.000+0000,False,False,0050A000001rl3wQAA,2025-11-13T20:04:32.000+0000,0050A000001rl3wQAA,2025-11-13T20:04:32.000+0000,0050A000001rl3wQAA,2025-11-13T20:04:32.000+0000,(855) 630-9254,(647) 218-8787,tv@idcinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000firCIYAY,False,,23749895,003G0000018f6e7IAA,0010A000002wOc9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:02:53.000+0000,False,False,0055o000002KxaMAAS,2025-11-13T20:02:53.000+0000,0055o000002KxaMAAS,2025-11-13T20:02:53.000+0000,0055o000002KxaMAAS,2025-11-13T20:02:53.000+0000,(587)226-5378,(587) 226-5378,gary.regel@restorefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000firXIYAY,False,,23751537,0030A0000029VgOQAU,0010A000002vvYhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Assisted advisor in setting up MFA successfully
=====================================

Hi Robert,

Thank you for contacting the workspace support about resetting your multi-factor authenticator/MFA

We were able to successfully set your MFA and provide you access to your workspace. Thank you for your cooperation in going through the process and there should be no problem getting your code through your google authenticator app.

I appreciate your time spent with us and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-13T20:57:41.000+0000,False,False,005OH00000BFPZHYA5,2025-11-13T20:31:15.000+0000,005OH00000BFPZHYA5,2025-11-13T21:07:06.000+0000,005OH00000BFPZHYA5,2025-11-13T21:07:06.000+0000,(519)212-7050,,rob@robertdice.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000firqeYAA,False,,23753319,0030A0000029p6OQAQ,0010A000002wBdHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:02:29.000+0000,False,False,005G0000002gxxjIAA,2025-11-13T21:02:29.000+0000,005G0000002gxxjIAA,2025-11-13T21:02:29.000+0000,005G0000002gxxjIAA,2025-11-13T21:02:29.000+0000,(514)904-0329X1,(514) 814-7663,jeff@mfinc.ca,(514)666-0463,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fitpBYAQ,False,,23750079,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:05:47.000+0000,False,False,005G0000002gyDJIAY,2025-11-13T20:05:47.000+0000,005G0000002gyDJIAY,2025-11-13T20:05:47.000+0000,005G0000002gyDJIAY,2025-11-13T20:05:47.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiuDSYAY,False,,23751830,0035o000006P7mnAAC,0015o000006uMrTAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"to: 	cosimocommisso1999@gmail.com

Good day Cosimo, 

Thank you for contacting Workspace Support team!

For all your commissions inquiries, please reach out to the commissions team at:  contracts&compensation@canadalife.com
For Commission statements - questions about the statements themselves or missing statements: tax_mdrt&accounting@canadalife.com

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T20:54:11.000+0000,False,False,005OH00000AbCcLYAV,2025-11-13T20:35:55.000+0000,005OH00000AbCcLYAV,2025-11-14T00:46:41.000+0000,005OH00000AbCcLYAV,2025-11-14T00:46:41.000+0000,(416)807-8253,,cosimocommisso1999@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiw5XYAQ,False,,23750543,0030A000007LQIDQA4,0010A000008D04iQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"The customer, an advisor, is having issues with their phone number not being updated in the system and problems with the multi-factor authentication. The agent tried to troubleshoot the authentication issue but was unable to resolve it due to the phone number not being updated.

Assist advised if the phone number has already been updated in Apexa it can be forwarded to Tracy.Aphayvong@canadalife.com

Hi Tracy hope all is well,

Today I spoke with an advisor Joy Sebastian they have updated their phone number in Apexa a couple days ago to +1 647-284-0975.
The advisor is requesting to have this updated please as it is impeding with their verification.

Thank you kindly.




********

Hi Joy, thank you for calling workspace support today.

To recap our call, you mentioned your phone number has been updated in a Apexa a couple days ago but not reflecting the number +1 647-284-0975 , I did raise that to a higher up to have this number up to date on our end. We also did a remote log me in session however we were not able to successfully sign on, I did disconnect the MFA , if you need assistance to have it reconnected please let me know in your response to this email and we can set up a call on your phone number is up to date.",True,2025-11-13T21:02:28.000+0000,False,False,005OH00000BFQFCYA5,2025-11-13T20:13:12.000+0000,005OH00000BFQFCYA5,2025-11-13T21:03:39.000+0000,005OH00000BFQFCYA5,2025-11-13T21:03:39.000+0000,(647)284-0975,,joysah@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fiwnBYAQ,False,,23754721,0030A0000029pYJQAY,0010A000002wByuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor had Microsoft authenticator and no longer was able to sign on we did a log me in session to try , then I disconnected the current MFA and assisted setting up SF authenticator.

KB0022828
KB0020738
****
Hi Karin, thank you for contacting workspace support today.

It was a pleasure assisting you , to recap our call your older MFA was not working with your workspace account. We did a remote log me in session and we were able to disconnect and reconnect your MFA using the salesforce authenticator app. If you have any issues, please let me know in your response to this email.

We would love to hear your feedback, I would appreciate if you could fill out this survey.",True,2026-01-29T14:50:58.000+0000,False,False,005OH00000BFQFCYA5,2025-11-13T21:30:12.000+0000,005OH00000BFQFCYA5,2026-01-29T14:50:58.000+0000,005OH00000BFQFCYA5,2026-01-29T14:50:58.000+0000,(604)858-8309,,karin.spindler@shaw.ca,(604)858-8412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fixPlYAI,False,,23750447,0030A0000029VgOQAU,0010A000002vvYhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for Authentication for MFA set up,True,2025-11-13T21:24:18.000+0000,False,False,005OH00000BFPZHYA5,2025-11-13T20:11:40.000+0000,005OH00000BFPZHYA5,2025-11-13T21:24:19.000+0000,005OH00000BFPZHYA5,2025-11-13T21:24:19.000+0000,(519)212-7050,,rob@robertdice.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj0lqYAA,False,,23751125,0030A0000029btgQAA,0010A000002w0joQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:23:25.000+0000,False,False,005G0000002gyDJIAY,2025-11-13T20:23:25.000+0000,005G0000002gyDJIAY,2025-11-13T20:23:25.000+0000,005G0000002gyDJIAY,2025-11-13T20:23:25.000+0000,(403)383-3086,,pficek@terrafirmafinancial.ca,(403)228-2486,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj1TPYAY,False,,23752244,003G0000018f7uQIAQ,0010A000002wQ0cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to add Prospect in Conquest and How to Add Mutual Funds in Conquest,Medium,"Hello Karen,
Thank you for reaching out!
We’re happy to assist with any Conquest-related questions and guide you to helpful resources when needed. For inquiries about Canada Life’s internal workflows or anything related to account setup and integration, workspacesupport@canadalife.com is the best point of contact.
The previous year’s Income Tax Summary report is automatically saved when you move a plan to the new year. To download it, simply click the Client Data dropdown menu and select Previous Year Audit Reports.
 
Additionally, if any reports were generated in the past, you can find copies under the Resources tab located on the right side of the screen.
 
Please let us know if you need further assistance—we’re here to help!
Regards,
Valentyn Strochek
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 5:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube

Thank you Carl, for addressing those questions!

We appreciate it!

Best, 

Dylan Biggs
Product Support Specialist

Please answer this question:

1.	How to ADD CLIENT 
1.	A ‘potential’ client I need to do a plan for that is NOT currently a client on the system
1.	How do I “add’ them?
2.	The Conquest support person had no idea


Did you know we’ve MOVED!  Our new address is below.  

Hi Karen, 

Thank you for contacting Workspace Support.

I’ve reviewed your questions regarding Conquest and outlined the answers below to help clarify the functionality and limitations of the system.

1. Adding a Client (Prospect)

To create a plan in Conquest, the individual must first be added as a prospect in Workspace. Here's how to do that:
•	From your Workspace account, click on the Leads & Prospect tab.
•	Click on the New button.
•	Enter the necessary details such as Account Name, Lead Source, First Name, Last Name, and any other relevant fields.
•	Click Save.
•	Once your lead is created, click on the lead name.
•	On the top right corner of the lead page, click the Convert Lead button.
•	Click Yes to confirm you want to convert the lead to a prospect.
•	From the prospect page, you will now be able to use the Launch Plan button to create a plan for this prospect in Conquest.

2. Updating Client Accounts

Conquest automatically syncs on-book integrated data from Canada Life and Quadrus products. Mutual fund products must be added manually by navigating to the Accounts Card, and entering the details manually. Manual entries can be edited or deleted as needed.

3. Accessing Previous Years' Plans

Conquest does not retain historical versions of plans by date. If you want to compare a current plan to a previous one, we recommend exporting a PDF summary at the time of creation or update. This can be done by selecting Review in the top menu, choosing the Prepare Report tile, and clicking Generate Report. This will give you a snapshot of the plan as it existed at that time.


If you have any further questions or need help walking through any of these steps, feel free to reach out.

Have a wonderful day!

I hope my answer added a little something extra to your knowledge today! If you found something new or helpful, I’d love to hear your thoughts. Please take a quick moment to share your experience by answering this short 5 seconds survey: complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Karen Mason <Karen@masonfinancial.net> 
Sent: Wednesday, November 12, 2025 1:53 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: advisorsupport <advisorsupport@conquestplanning.com>
Subject: [EXT] Conquest

Conquest: I need help with this please. How to ADD CLIENT A ‘potential’ client I need to do a plan for that is NOT currently a client on the system i. How do I “add’ them? ii. The Conquest support person had no ideas
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ZjQcmQRYFpfptBannerEnd
Conquest:   I need help with this please.

1.	How to ADD CLIENT
a.	A ‘potential’ client I need to do a plan for that is NOT currently a client on the system
i.	How do I “add’ them?
ii.	The Conquest support person had no ideas
iii.	This should be SO basic
iv.	Please train the Conquest “support team” how to add a client
2.	Updating client accounts
a.	This system ONLY works for Canada Life and Quadrus funds 
i.	The system needs to update ALL of their investment account they have with us
1.	Ie:  TDB funds, FID funds, CI funds, etc
3.	We need PREVIOUS years available.  
a.	How are they doing compared to the last time we did a financial plan?
b.	The exact date ie;  if I did a plan Oct 25 2024, I should be able to see that
i.	Not update automatically to Jan 1 2025

K

Did you know we’ve MOVED!  Our new address is below.  
Karen C. Mason, CFP, CLU, CHS
5715 Sooke Road, Sooke, BC
Phone:      250-642-0776
Toll Free:  1-866-888-0557
Email:       karen@masonfinancial.net
Web:         www.masonfinancial.net
 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-13T20:42:52.000+0000,False,False,0055o000001zVCKAA2,2025-11-13T20:42:52.000+0000,0055o000001zVCKAA2,2025-11-14T19:01:43.000+0000,0055o000001zVCKAA2,2025-11-14T19:01:43.000+0000,(250) 642-0776,(250) 889-5237,karen@masonfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj2KbYAI,False,,23750929,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:20:10.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T20:20:10.000+0000,005OH000004Ir1xYAC,2025-11-13T20:20:11.000+0000,005OH000004Ir1xYAC,2025-11-13T20:20:11.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj3oXYAQ,False,,23751081,0030A0000029dysQAA,0010A000002w2OsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:22:43.000+0000,False,False,005OH000004pk06YAA,2025-11-13T20:22:43.000+0000,005OH000004pk06YAA,2025-11-13T20:22:44.000+0000,005OH000004pk06YAA,2025-11-13T20:22:44.000+0000,(905)447-6317,,jtaylor@moneyassist.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj5VSYAY,False,,23753981,003G0000018f7MLIAY,0010A000002wPS0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspacxe Direct Training Request,Medium,"Hi, 
Thanks for contacting me.
I don’t need an additional support anymore.
Thank you!

Yuri Sato, CFP® , B.Comm.
Get Outlook for iOS


Good day Yuri, 

Thank you for reaching out to the Workspace Support team to schedule a training session. 

To book a Workspace training session, please provide the following:

•	A few dates and times for booking the training session
•	Best number to reach you 
•	Your time zone
•	Any topic you would like to have training on during this call (if nothing specific, we will do an overview of Workspace and its features)

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Thursday, November 13, 2025 5:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: Yuri Sato Topic: Workspace Support Would you like additional training on Workspace/Salesforce? Yes What
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Yuri Sato
Topic: Workspace Support
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:",True,2025-11-13T21:15:17.000+0000,False,False,0055o000001zVCKAA2,2025-11-13T21:15:17.000+0000,0055o000001zVCKAA2,2025-11-13T22:14:53.000+0000,0055o000001zVCKAA2,2025-11-13T22:14:53.000+0000,(403)680-0710,(403) 680-0710,yuri@satofinancialyyc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj5gmYAA,False,,23752627,0030A0000029lvLQAQ,0010A000002w8yCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:49:35.000+0000,False,False,005OH000004pk06YAA,2025-11-13T20:49:35.000+0000,005OH000004pk06YAA,2025-11-13T20:49:35.000+0000,005OH000004pk06YAA,2025-11-13T20:49:35.000+0000,(416)640-8969,,nathan@natelmanagement.com,(866)675-9592,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj688YAA,False,,23751515,003OH00000XHXB3YAP,001OH00000fN6zuYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:30:49.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T20:30:49.000+0000,005OH000004Ir1xYAC,2025-11-13T20:30:50.000+0000,005OH000004Ir1xYAC,2025-11-13T20:30:50.000+0000,(604)592-2360,,jass_singh@live.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj6fyYAA,False,,23752531,003G0000018f76rIAA,0010A000002wPABQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:48:02.000+0000,False,False,005OH000006owoYYAQ,2025-11-13T20:48:02.000+0000,005OH000006owoYYAQ,2025-11-13T20:48:02.000+0000,005OH000006owoYYAQ,2025-11-13T20:48:02.000+0000,(306)270-6284,(306) 270-6284,michael.dick@wealthinfocus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj7DrYAI,False,,23752231,0030A000002V44ZQAS,0010A000003HIPpQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:42:42.000+0000,False,False,005OH00000865wTYAQ,2025-11-13T20:42:42.000+0000,005OH00000865wTYAQ,2025-11-13T20:42:42.000+0000,005OH00000865wTYAQ,2025-11-13T20:42:42.000+0000,(587)989-8067,,pandong@alphafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj7P8YAI,False,,23751713,0030A0000029lgJQAQ,0010A000002w8nHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:33:50.000+0000,False,False,0050A000000XQhmQAG,2025-11-13T20:33:50.000+0000,0050A000000XQhmQAG,2025-11-13T20:33:51.000+0000,0050A000000XQhmQAG,2025-11-13T20:33:51.000+0000,(902)457-0700,902-497-0135,dougcurren@eastlink.ca,(902)444-1805,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj7k9YAA,False,,23753602,003G0000018f6ryIAA,0010A000002wOtiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:08:08.000+0000,False,False,0055o000002KxaMAAS,2025-11-13T21:08:08.000+0000,0055o000002KxaMAAS,2025-11-13T21:08:08.000+0000,0055o000002KxaMAAS,2025-11-13T21:08:08.000+0000,(780)702-5807X226,(780) 405-6734,don@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj7ovYAA,False,,23751428,0030A0000029bU3QAI,0010A000002w0PuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:29:05.000+0000,False,False,005OH0000030c5BYAQ,2025-11-13T20:29:05.000+0000,005OH0000030c5BYAQ,2025-11-13T20:29:05.000+0000,005OH0000030c5BYAQ,2025-11-13T20:29:05.000+0000,(705)362-5888,,bwilson@assurancewilson.com,(705)362-8111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fj8xyYAA,False,,23753354,0030A00000984zvQAA,0010A00000A5PvYQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:03:14.000+0000,False,False,0055o000001NWfMAAW,2025-11-13T21:03:14.000+0000,0055o000001NWfMAAW,2025-11-13T21:03:15.000+0000,0055o000001NWfMAAW,2025-11-13T21:03:15.000+0000,(905)307-8999,(416) 319-3613,lijianying1023@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjDj3YAE,False,,23752005,0030A000002NnQJQA0,0010A000003AJNeQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:38:36.000+0000,False,False,005OH000006owoYYAQ,2025-11-13T20:38:36.000+0000,005OH000006owoYYAQ,2025-11-13T20:38:36.000+0000,005OH000006owoYYAQ,2025-11-13T20:38:36.000+0000,(306)737-9475,,andrea@flourishfinancials.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjDzCYAU,False,,23752362,003OH000001U7jTYAS,001OH000001mKLpYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:45:03.000+0000,False,False,005OH00000865wTYAQ,2025-11-13T20:45:03.000+0000,005OH00000865wTYAQ,2025-11-13T20:45:03.000+0000,005OH00000865wTYAQ,2025-11-13T20:45:03.000+0000,(587)456-0365,,laura.brown@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjE7GYAU,False,,23752408,003OH00000WogRVYAZ,001OH00000eR3ROYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:45:53.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T20:45:53.000+0000,005OH000004Ir1xYAC,2025-11-13T20:45:54.000+0000,005OH000004Ir1xYAC,2025-11-13T20:45:54.000+0000,(403)653-1057,,chrispy.forsyth@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjGfJYAU,False,,23752308,003OH00000X3GdDYAV,001OH00000ex65dYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:44:08.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T20:44:08.000+0000,005OH000004Ir1xYAC,2025-11-13T20:44:09.000+0000,005OH000004Ir1xYAC,2025-11-13T20:44:09.000+0000,(403)875-8851,,dale.parry@eauclairepartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjGkBYAU,False,,23752321,0030A0000082REPQA2,0010A000008uwkqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:44:24.000+0000,False,False,005OH0000030c5BYAQ,2025-11-13T20:44:24.000+0000,005OH0000030c5BYAQ,2025-11-13T20:44:24.000+0000,005OH0000030c5BYAQ,2025-11-13T20:44:24.000+0000,(613)539-3911,(613) 539-3911,byron.kemp@rlfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjH1tYAE,False,,23752344,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T20:44:43.000+0000,False,False,005OH000007fgYjYAI,2025-11-13T20:44:43.000+0000,005OH000007fgYjYAI,2025-11-13T20:44:44.000+0000,005OH000007fgYjYAI,2025-11-13T20:44:44.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjMsoYAE,False,,23753323,0030A0000040pEcQAI,0010A000004mTl8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:02:34.000+0000,False,False,005OH000006owoYYAQ,2025-11-13T21:02:34.000+0000,005OH000006owoYYAQ,2025-11-13T21:02:34.000+0000,005OH000006owoYYAQ,2025-11-13T21:02:34.000+0000,(306)359-2002,(306) 535-8628,connie@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjNQfYAM,False,,23752939,003G0000018f6o2IAA,0010A000002wOpmQAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,INC1855403: SIMPLE PROTECT application issue,Medium,"to: doug@calowbenefits.com

Good day Doug,

Thank you for contacting the Workspace Support team. We understand you're experiencing an issue sending a new application to your client for signature.

Your issue was escalated for immediate investigation. We appreciate you bringing this to our attention and will investigate further. 

We thank you for your patience as we investigate this matter. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000AbCcLYAV,2025-11-13T20:54:52.000+0000,005OH00000AbCcLYAV,2025-11-13T21:34:29.000+0000,005OH00000AbCcLYAV,2025-11-13T21:34:29.000+0000,(705)728-2070,(705) 330-1964,doug@calowbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjNdeYAE,False,,23755050,003OH00000WaWjiYAF,001OH00000e15wVYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:37:26.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T21:37:26.000+0000,005OH000004Ir1xYAC,2025-11-13T21:37:26.000+0000,005OH000004Ir1xYAC,2025-11-13T21:37:26.000+0000,(403)605-0652,,kamal1359@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjOeVYAU,False,,23754130,0030A0000029i3UQAQ,0010A000002w5peQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Client Search how to,Medium,"*11/13*
----------------
Mabel Tan

was told to call you, i cannot find my client on my workspace 
20135576
was able to pull it up in workspace 
walked user through how to use the client search options
the client in reference did not have a listed DOB so when that was used as a search parameter it did not return their issue. 


*email*
----------------

Good afternoon Mabel, 

Thank you for contacting the Workspace Support Team with your client search inquiry. 

You wanted to locate a client in Workspace but were unable to do so using the manage clients and selecting the age filter. We were able to show you how to find the client information by using the policy number in the global search in the top right, we also showed you that you can locate the client by searching the entire client list with no search parameters. The reason you could not locate the client in Workspace because your filter for the client age, the clients record did not have a DOB listed so using age range would have never worked on that client. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T22:45:05.000+0000,False,False,005OH000008919xYAA,2025-11-13T21:18:09.000+0000,005OH000008919xYAA,2025-11-13T22:45:05.000+0000,005OH000008919xYAA,2025-11-13T22:45:05.000+0000,(778)668-6876,,mlmabeltam@gmail.com,(604)270-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjR1HYAU,False,,23754045,003OH00000O88ykYAB,001OH00000TK7MVYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:16:41.000+0000,False,False,005OH000005URvxYAG,2025-11-13T21:16:41.000+0000,005OH000005URvxYAG,2025-11-13T21:16:42.000+0000,005OH000005URvxYAG,2025-11-13T21:16:42.000+0000,(780)265-5898,,brsv_25@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjSBqYAM,False,,23753670,0031600002SyzIhAAJ,0010A000002wNwEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Question on how to configure premium offset in Web illustrator,Medium,"Bonjour Véronique, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Même si vous avez sélectionné l’option de congé de prime intégrale dans l’outil d’illustration, il est nécessaire de remplir manuellement tous les champs liés au congé de prime pour que l’illustration puisse être générée correctement.

Cela inclut notamment :

•	L’année de début du congé de prime
•	L’année de fin du congé de prime
•	Tous les autres champs requis dans la section « Congé de prime »

L’outil ne reconnaît pas automatiquement les champs comme étant remplis simplement parce que l’option « congé de prime complet » est sélectionnée. Il est donc important de s’assurer que toutes les informations sont bien saisies, sans utiliser la fonction de remplissage automatique du navigateur.

Si vous avez besoin d’un soutien supplémentaire pour compléter ces champs, vous pouvez consulter la section Apprentissage et soutien à l’adresse suivante :

https://www.acp.canadalife.com/fr/plus/technology/illustrations-de-la-canada-vie-scpsc/apprentissage-et-soutien.html 

Vous pouvez également envoyer un courriel à l’équipe de soutien des illustrations à l’adresse suivante : illustration.support@canadavie.com 


J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Bonne journée!


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  


From: Véronique Métras <veronique.metras@gestiontrinergia.com> 
Sent: Thursday, November 13, 2025 7:54 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Illustration de police en vigueur - congé de prime
Importance: High

Bonjour à vous, Quand je tente de sortir une illustration de congé de prime pour une police existante, ceci m'empêche toujours de sortir une illustration. Le logiciel d'illustration m'indique un message d'erreur en rouge en disant : Veuillez
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour à vous,

Quand je tente de sortir une illustration de congé de prime pour une police existante, ceci m'empêche toujours de sortir une illustration. 
Le logiciel d'illustration m'indique un message d'erreur en rouge en disant : Veuillez saisir les renseignements portant sur le congé de prime , mais j'ai déjà indiqué que je voulais un congé intégrale.....

J'aimerais bien pouvoir sortir des illustrations de projection de congé de prime facilement.
Surtout que même si j'envoi une demande de cotation aux services à la clientèle - il m'avise d'utiliser le logiciel d'illustration....

Merci de m'aider. 

 
 
Véronique Métras
Conseillère en Sécurité Financière
Gestion Trinergia Inc.
www.gestiontrinergia.com
6185 Boul. Taschereau - Suite 257,
Brossard, Qc, J4Z 1A6
450-674-8999 
veronique.metras@gestiontrinergia.com
 
 
***  Le contenu de la présente communication, y compris tout fichiers joints, est confidentiel et peut être privilégié. 
Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies , le retransmettre ou en enregistrer le contenu.  Merci.
A noter :  Nous avons pris des mesures de protection contre les virus mais nous n’assumons aucunes responsabilités pour ce qui est de la perte ou des dommages causés par la présente d’un virus.",True,2025-11-13T21:09:36.000+0000,False,False,0055o000001zVCKAA2,2025-11-13T21:09:36.000+0000,0055o000001zVCKAA2,2025-11-13T21:10:28.000+0000,0055o000001zVCKAA2,2025-12-13T02:01:31.000+0000,(450)674-8999,(514) 660-2353,veronique.metras@gestiontrinergia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjTeBYAU,False,,23753473,0030A0000029jnsQAA,0010A000002w7FgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Error P202,Medium,"****DDS*** 11/13/2025
Issue: User experiencing error P202. When they select both of these policies that are active are owned by clients. User did advise policies were recently moved to their WS as there was an issue where both policies were moved to the wrong advisor. Followed KB0021789 to address the error message 

****email chain*****
Hello Chris, 

     Thank you contacting workspace support. It was a pleasure assisting today, like I mentioned I am escalating the err-p202 issue that shows up when you select your client policy to 2nd level. Please allow 3-4 days for investigation. I will be following up with you once a resolution has been made. In the meantime, if you have any questions, please don’t hesitate to reach out. Have a good day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T21:42:52.000+0000,False,False,005OH00000BFQFHYA5,2025-11-13T21:05:34.000+0000,005OH00000BFQFHYA5,2025-11-13T21:42:52.000+0000,005OH00000BFQFHYA5,2025-11-13T21:42:52.000+0000,(800)341-5586X4230,,chris@b-cfinancial.com,(705)745-8093,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjTopYAE,False,,23753732,003OH000009FLv6YAG,001OH00000BD8d1YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:10:33.000+0000,False,False,005G0000002gxxjIAA,2025-11-13T21:10:33.000+0000,005G0000002gxxjIAA,2025-11-13T21:10:34.000+0000,005G0000002gxxjIAA,2025-11-13T21:10:34.000+0000,(438)881-3600,,k.daigle@infoprimes.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjUNKYA2,False,,23753563,0030A0000029iBBQAY,0010A000002w5wOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:07:26.000+0000,False,False,005OH000006owoYYAQ,2025-11-13T21:07:26.000+0000,005OH000006owoYYAQ,2025-11-13T21:07:26.000+0000,005OH000006owoYYAQ,2025-11-13T21:07:26.000+0000,(888)788-5459,(306) 981-6901,admin@prairielilyfinancial.com,(306)763-8385,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjUrxYAE,False,,23753521,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:06:31.000+0000,False,False,005OH000005URvxYAG,2025-11-13T21:06:31.000+0000,005OH000005URvxYAG,2025-11-13T21:06:31.000+0000,005OH000005URvxYAG,2025-11-13T21:06:31.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjVL1YAM,False,,23754408,003G0000018f723IAA,0010A000002wP5NQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:23:33.000+0000,False,False,005OH000006owoYYAQ,2025-11-13T21:23:33.000+0000,005OH000006owoYYAQ,2025-11-13T21:23:33.000+0000,005OH000006owoYYAQ,2025-11-13T21:23:33.000+0000,(306)653-3515,(306) 227-2686,wendy.cooper@soterragroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjWqYYAU,False,,23754298,0031600002XceWqAAJ,0010A000002wOBlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-14T13:09:47.000+0000,False,False,005OH000006uYruYAE,2025-11-13T21:21:37.000+0000,005OH000006uYruYAE,2025-11-14T13:09:47.000+0000,005OH000006uYruYAE,2025-11-14T13:09:47.000+0000,(204)325-7203,,stephanie@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjZejYAE,False,,23753982,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:15:18.000+0000,False,False,005OH000005URvxYAG,2025-11-13T21:15:18.000+0000,005OH000005URvxYAG,2025-11-13T21:15:18.000+0000,005OH000005URvxYAG,2025-11-13T21:15:18.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjb3pYAA,False,,23754114,0035o000005iKvGAAU,0010A000002wQAJQA2,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 13 2025

Good day Amberly,

Kindly note our team received a Client Listing request for Mike Sanderson’s CL code. Please find the requested listing attached. A password email for the excel will be sent to you shortly to view the document. 

As you may know, our team is required to encrypt these kinds of emails to ensure sensitive client data is protected. 

I would like to let you know there is a 30-second survey linked ahead. I would truly appreciate if you could complete the survey to let me know how I did today! 😊 Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Thank you,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hi there!

As mentioned in my previous email, please find below your Excel password(s):

J74289B2

Please note that passwords are case sensitive. Again, this Password is not meant to be used to open the encrypted email, but for the Excel document within that email.

As a reminder, our team is required to encrypt the email with the password-protected Excel to ensure sensitive client data is protected. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T21:17:52.000+0000,False,False,005OH000002iN7rYAE,2025-11-13T21:17:52.000+0000,005OH000002iN7rYAE,2025-11-13T21:17:52.000+0000,005OH000002iN7rYAE,2025-11-13T21:17:52.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjdc0YAA,False,,23755395,003G000001hVgJTIA0,0010A000002wSvmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Application,Medium,"Guided the advisor through the KB KB0023092 Simple Protect - unable to click next on Beneficiary screen but no good. escalated to DAS - INC1855480

=====================

Hi Michael,

Just got an update from the team about our inquiry and confirmed that the update has been done. Please reload the application and proceed further. Let me know if the issue is ongoing so I can get back to the team.

Again appreciate your patience on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 


Hi Michael,

Thank you for contacting the workspace support about your simple protect application in which you are unable to click the next button.

We did some trouble shooting steps unfortunately it did not resolve the issue and have this case escalated for further investigation. I understand this must be very frustrating on your end but please rest assured that I will be working on this one for you. I will provide any update once the ream is done with their investigation.

Appreciate your patience and understanding on this matter. Thank you!",True,2025-11-14T23:04:31.000+0000,False,False,005OH00000BFPZHYA5,2025-11-13T21:45:31.000+0000,005OH00000BFPZHYA5,2025-11-14T23:04:31.000+0000,005OH00000BFPZHYA5,2025-11-14T23:04:31.000+0000,(250)896-4723,(250) 896-4723,michael@drumsnabfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fje8BYAQ,False,,23754539,0030A000009jKOQQA2,0010A00000AWqz2QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:26:22.000+0000,False,False,005OH000002iJPDYA2,2025-11-13T21:26:22.000+0000,005OH000002iJPDYA2,2025-11-13T21:26:23.000+0000,005OH000002iJPDYA2,2025-11-13T21:26:23.000+0000,(672)981-8888,,ossio.wu@wealthcompassgroup.com,(604)249-8799,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjm0sYAA,False,,23755296,0030A0000029fLAQAY,0010A000002w3Z1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Chat,,Caller referred to DDS by Relay Chat - Simple Protect app issue,Medium,"***DDS Nov 14 2025***

Caller reported that they have a SP app that the client is unable to complete 
Will send manual link 

===Email Chain===

Good afternoon Krystle, 

This is Kevin from the Canada Life Workspace Support team, reaching out regarding your recent conversation with the Advisor Support Chat pertaining to your Simple Protect applications (60918235-0 & 60919019-1) that the client’s have been unable to complete. 
We are happy to assist you with this matter.

We have reactivated the links below for application.
Please provide these links directly to the clients.
_____________________________________________________________________________________________________________________________________________________________________________________

Application: 60918235-0

https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=fd8cc487-f00f-4e43-b4f8-383887e0c0c0 

Expected Information : 
Last Name: Walker
Postal Code: T7P1J5
Date of Birth: January 24th, 2025
_____________________________________________________________________________________________________________________________________________________________________________________

Application: 60919019-1

https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=476c6a67-59e5-4e98-bff0-2b5d85c0d6b9 

Expected Information : 
Last Name: Walker
Postal Code: T7P1J5
Date of Birth: June 5th, 1996
_____________________________________________________________________________________________________________________________________________________________________________________

This link will be active for the next 72 hours.
Please note that the link will not work as expected on your device as the servicing advisor, and the link should be accessed only by the client.

Please advise the client to access the link above on a desktop/laptop computer, as mobile devices can cause visibility errors with Simple Protect applications. 

If they experience additional interruptions, please do not hesitate to let us know. 
If the client continues to get a message stating that the link is expired, please have them try using a different browser, incognito window, or help them clear their browsing history, cache, and cookies. 
If you have additional questions or require further support, please do not hesitate to let us know.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Thank you and have a wonderful day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T21:46:19.000+0000,False,False,005OH000001yNnaYAE,2025-11-13T21:43:14.000+0000,005OH000001yNnaYAE,2025-11-14T21:51:42.000+0000,005OH000001yNnaYAE,2025-11-14T21:51:42.000+0000,(780)431-0527,(780) 953-1487,krystle.bouvier@ig.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjmH0YAI,False,,23755208,0030A0000029UhgQAE,0010A000002vum7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:41:11.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T21:41:11.000+0000,005OH000004Ir1xYAC,2025-11-13T21:41:12.000+0000,005OH000004Ir1xYAC,2025-11-13T21:41:12.000+0000,(403)526-6622,(403) 952-7538,lstcg@telusplanet.net,(403)526-5292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjnkvYAA,False,,23755057,0035o000005wHcyAAE,0015o000006UAKTAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - AOR change/client information,Medium,"*11/13*
----------------
Margherita Venetsanos

AOR changed to myself, i got their account in investment centre, missing client information in workspace 
looks like on november 10 

notes sections and history, files are not there either. 

*email*
----------------

Good afternoon Margherita, 

Thank you for contacting the Workspace Support Team with your AOR and client information inquiry. 

On Nov 10th you became AOR for a client, you wanted to know what information gets transferred through Workspace, you were looking for notes and client files. Our investigation into this determined all that information would have been in the old CRM system that is no longer in place, all relevant client files and information outside their client record in Workspace and their products would need to be obtained from the previous AOR. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T22:53:56.000+0000,False,False,005OH000008919xYAA,2025-11-13T21:37:41.000+0000,005OH000008919xYAA,2025-11-13T22:53:56.000+0000,005OH000008919xYAA,2025-11-13T22:53:56.000+0000,(778)995-1386,,margherita@venetsanosfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjo99YAA,False,,23755637,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:51:26.000+0000,False,False,005OH000005URvxYAG,2025-11-13T21:51:26.000+0000,005OH000005URvxYAG,2025-11-13T21:51:26.000+0000,005OH000005URvxYAG,2025-11-13T21:51:26.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjpYFYAY,False,,23755415,0030A0000029fzmQAA,0010A000002w447QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1283/ERR-W1282,Medium,"Following KBA KB0017399/KB0020561, to reset password. Assisted advisor to self guide ""Forget password"" and assisted them with allowing notifications on the Salesforce authenticator to approve sign in. 
Email: sniran_27@hotmail.com
Code: E3416


******************************************
Good afternoon, Niranjanadevi

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace account!
 
I'm glad I was able to assist you with successfully logging in after the password reset and allowing notifications on your Salesforce Authenticator app to approve request for sign in. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T21:46:01.000+0000,False,False,005OH00000BG5v4YAD,2025-11-13T21:46:01.000+0000,005OH00000BG5v4YAD,2025-11-13T22:14:33.000+0000,005OH00000BG5v4YAD,2025-11-13T22:14:33.000+0000,(416)300-8664,,sniran_27@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjrjjYAA,False,,23755877,003OH00000RE3MjYAL,001OH00000X5hUPYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:57:35.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T21:57:35.000+0000,005OH000004Ir1xYAC,2025-11-13T21:57:35.000+0000,005OH000004Ir1xYAC,2025-11-13T21:57:35.000+0000,(403)554-5516,,maricar_sajonia@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjscYYAQ,False,,23755563,0030A0000029keIQAQ,0010A000002w7wyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application inquiries,Medium,"****dds*** 11/13/2025
user had inquiries about the application. referred them to their RSA according to the ID support path document 

****email chain****

Hello Gaby, 

     Thank you contacting workspace support, it was a pleasure assisting you today. Inquiries on the “how-to” process of an application would need to be referred to your RSA Marisa spada at 4165523139 or by email at marisa.spada@canadalife.com. If you do have any additional questions or concerns, please do not hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T22:09:11.000+0000,False,False,005OH00000BFQFHYA5,2025-11-13T21:49:33.000+0000,005OH00000BFQFHYA5,2025-11-13T22:09:11.000+0000,005OH00000BFQFHYA5,2025-11-13T22:09:11.000+0000,(905)455-0110,,myplanwithgaby@gmail.com,(905)455-0110,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjwmcYAA,False,,23755795,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T21:55:13.000+0000,False,False,005OH000005URvxYAG,2025-11-13T21:55:13.000+0000,005OH000005URvxYAG,2025-11-13T21:55:13.000+0000,005OH000005URvxYAG,2025-11-13T21:55:13.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fjx9CYAQ,False,,23756076,0035o000005dunNAAQ,0015o000006ClctAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:03:05.000+0000,False,False,005OH000005URvxYAG,2025-11-13T22:03:05.000+0000,005OH000005URvxYAG,2025-11-13T22:03:05.000+0000,005OH000005URvxYAG,2025-11-13T22:03:05.000+0000,(780)905-2580,,llamarsh@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fk11WYAQ,False,,23756057,0030A00000AogR8QAJ,0010A00000BNyb8QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:02:30.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T22:02:30.000+0000,005OH000004Ir1xYAC,2025-11-13T22:02:31.000+0000,005OH000004Ir1xYAC,2025-11-13T22:02:31.000+0000,(403)999-6687,,leo.yong.li@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fk27GYAQ,False,,23756765,0030A0000029Y9fQAE,0010A000002vxfmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:26:10.000+0000,False,False,005OH000002iJPDYA2,2025-11-13T22:26:10.000+0000,005OH000002iJPDYA2,2025-11-13T22:26:10.000+0000,005OH000002iJPDYA2,2025-11-13T22:26:10.000+0000,(778)882-5213,(778) 882-5213,wisnet.financial@gmail.com,(604)303-7981,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fk2SDYAY,False,,23756060,003G0000018f7O7IAI,0010A000002wPUYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:02:36.000+0000,False,False,0055o000002KxaMAAS,2025-11-13T22:02:36.000+0000,0055o000002KxaMAAS,2025-11-13T22:02:37.000+0000,0055o000002KxaMAAS,2025-11-13T22:02:37.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fk6E5YAI,False,,23756275,0030A0000029a99QAA,0010A000002vzMVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor wanted to register for workspace but did not have a user ID, I checked siebel and referred them to Distribution_Methodology@canadalife.com  to get their Rep Net ID.
KB0017316  KB0022055
*******
Hi Jean-Pierre, thank you for contacting workspace support today.

To recap our call , you wanted to register for workspace but don’t have a User ID I did refer you to Distribution_Methodology@canadalife.com. They will provide a user ID for you.
Once you receive it you should be able to register successfully. If you have any issues, please let me know in your response.

We would love to hear your feedback ,I would appreciate if you could fill out this survey",True,2025-11-13T22:34:53.000+0000,False,False,005OH00000BFQFCYA5,2025-11-13T22:09:33.000+0000,005OH00000BFQFCYA5,2025-11-13T22:34:53.000+0000,005OH00000BFQFCYA5,2025-11-13T22:34:53.000+0000,(514)832-5100,514.952.3499,jpbeauchamp@assante.com,(514)832-5232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fk7wYYAQ,False,,23756395,0031600002KdyAjAAJ,0010A000002wNSRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:13:37.000+0000,False,False,0055o000002KxaMAAS,2025-11-13T22:13:37.000+0000,0055o000002KxaMAAS,2025-11-13T22:13:38.000+0000,0055o000002KxaMAAS,2025-11-13T22:13:38.000+0000,(403)273-8660,,crystal@holdentaylor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fk8RBYAY,False,,23756389,0030A00000AzWufQAF,0010A00000BZslTQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"****DDS** 11/13/2025
MFA disconnect request. Followed KB0021888 for authentication 

****email chain****
Hello Yutong,

Thank you for reaching out to Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T22:19:37.000+0000,False,False,005OH00000BFQFHYA5,2025-11-13T22:13:23.000+0000,005OH00000BFQFHYA5,2025-11-13T22:19:38.000+0000,005OH00000BFQFHYA5,2025-11-13T22:19:38.000+0000,(778)323-5618,,violetxie@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fk8e7YAA,False,,23756582,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:19:57.000+0000,False,False,005OH000005URvxYAG,2025-11-13T22:19:57.000+0000,005OH000005URvxYAG,2025-11-13T22:19:58.000+0000,005OH000005URvxYAG,2025-11-13T22:19:58.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fk8vrYAA,False,,23756502,003G0000018f7HXIAY,0010A000002wPMoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:16:49.000+0000,False,False,0055o000001h4cFAAQ,2025-11-13T22:16:49.000+0000,0055o000001h4cFAAQ,2025-11-13T22:16:49.000+0000,0055o000001h4cFAAQ,2025-11-13T22:16:49.000+0000,(204)856-0605,204-871-4955,travis@belks.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fk9tWYAQ,False,,23757025,0030A0000029WbRQAU,0010A000002vwIoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Caller registered on Repnet and is willing to register on WS the same day, advised to allow 48h.
Hi Shannon,

Thank you for reaching out to the Workspace support team!

It seems that you completed your registration on Repnet today, please note that it may take up to 48 hours before you can register on Workspace.

If you have any questions in the meantime, feel free to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Stirling, Shannon <shannon.stirling@rbc.com> 
Sent: November 13, 2025 3:39 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] logging in 

Hi, I have received my activation code, followed the link to register, set up a User Id and password. Then when I go to log in, it tells me I must go to the workspace to login. I do that, but then it wants my email (not the user Id I set up),
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi,

I have received my activation code, followed the link to register, set up a User Id and password. 
Then when I go to log in, it tells me I must go to the workspace to login. I do that, but then it wants my email (not the user Id I set up), and password. 
When I try the password with my email it does not work. I try to re-set my password and no re-set emails come to me. 
I did try “forgot my User Id” and I did receive those emails. 
Confused on why I cannot sign in??

Please advise.
Thanks,
Shannon

Shannon Stirling | Assistant, Feistmann Wealth Management RBC Wealth Management | RBC Dominion Securities Inc.
T. 250.372.8181 | F. 250-372-9513 | Toll Free.1.800.774.9631
402 - 186 Victoria Street Kamloops, BC V2C 5R3
www.feistmannwealth.com 
Please note that we cannot accept trading instructions by email for regulatory reasons. Please call us to discuss any transactions in your account with us.

Respecting your privacy and preferences for electronic communications is important to us. If you would prefer not to receive emails from me, please reply with “UNSUBSCRIBE” in the subject line or body of the email. If you would also prefer not to receive emails from our firm, please cc: unsubscribeRBCDominionSecurities@rbc.com in your reply. Please note that you will continue to receive messages related to transactions or services that we provide to you. To speak to us about how your preferences are managed, please email: contactRBCDominionSecurities@rbc.com.
This email may be privileged and/or confidential, and the sender does not waive any related rights and obligations. Any distribution, use or copying of this email or the information it contains by other than an intended recipient is unauthorized. If you received this email in error, please advise the sender (by return email or otherwise) immediately.
________________________________________________________________
Le respect de votre vie privée et de vos préférences pour les communications électroniques est important pour nous. Si vous ne souhaitez plus que je vous envoie des courriels, veuillez répondre en inscrivant « DÉSABONNER » dans la ligne d’objet ou dans le corps de votre message. Si vous ne voulez non plus recevoir des courriels de notre société, veuillez indiquer : « unsubscribeRBCDominionSecurities@rbc.com » en copie conforme (Cc) dans votre réponse. Veuillez toutefois noter que vous continuerez de recevoir des messages liés aux opérations effectuées ou aux services que nous vous fournissons. Si vous avez des questions sur la façon dont sera géré votre préférence, veuillez nous les envoyer par courriel, à l’adresse contactRBCDominionSecurities@rbc.com.
Ce courrier électronique est confidentiel et protégé. L'expéditeur ne renonce pas aux droits et obligations qui s'y rapportent. Toute diffusion, utilisation ou copie de ce message ou des renseignements qu'il contient par une personne autre que le (les) destinataire(s) désigné(s) est interdite. Si vous recevez ce courrier électronique par erreur, veuillez m'en aviser immédiatement, par retour de courrier électronique",True,2025-11-13T23:19:03.000+0000,False,False,005OH00000AbCcLYAV,2025-11-13T22:34:10.000+0000,005OH00000AbCcLYAV,2025-11-13T23:19:03.000+0000,005OH00000AbCcLYAV,2025-11-13T23:19:03.000+0000,(250)372-8252,,fred.feistmann@rbc.com,(250)374-6874,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkA4nYAE,False,,23756482,0030A0000029Y9fQAE,0010A000002vxfmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:16:05.000+0000,False,False,005OH000002iJPDYA2,2025-11-13T22:16:05.000+0000,005OH000002iJPDYA2,2025-11-13T22:16:05.000+0000,005OH000002iJPDYA2,2025-11-13T22:16:05.000+0000,(778)882-5213,(778) 882-5213,wisnet.financial@gmail.com,(604)303-7981,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkCjJYAU,False,,23756616,003OH000003rXdkYAE,001OH000004rWVoYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:21:05.000+0000,False,False,0055o000002KxaMAAS,2025-11-13T22:21:05.000+0000,0055o000002KxaMAAS,2025-11-13T22:21:06.000+0000,0055o000002KxaMAAS,2025-11-13T22:21:06.000+0000,(403)797-3317,,brianna@holdentaylor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkJBKYA2,False,,23757554,0035o000006dbpPAAQ,0015o000007D0l8AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:53:24.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T22:53:24.000+0000,005OH000004Ir1xYAC,2025-11-13T22:53:24.000+0000,005OH000004Ir1xYAC,2025-11-13T22:53:24.000+0000,(587)889-8413,,jerryl.insurance@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkKXBYA2,False,,23757085,0030A0000029YgCQAU,0010A000002vy2tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:35:57.000+0000,False,False,005OH000005URvxYAG,2025-11-13T22:35:57.000+0000,005OH000005URvxYAG,2025-11-13T22:35:57.000+0000,005OH000005URvxYAG,2025-11-13T22:35:57.000+0000,(780)760-2168,(780) 982-1688,benny.wong2168@gmail.com,(780)760-2168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkMkHYAU,False,,23757242,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:41:33.000+0000,False,False,005OH000005URvxYAG,2025-11-13T22:41:33.000+0000,005OH000005URvxYAG,2025-11-13T22:41:34.000+0000,005OH000005URvxYAG,2025-11-13T22:41:34.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkQj7YAE,False,,23758187,003OH000001E7NfYAK,001OH000001RGxxYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Email Address Update,Medium,"The customer wanted to update the email addresses for their two accounts - a direct channel account and an MGA account. The agent helped the customer reset the password for the MGA account and update the email address for both accounts. The customer was able to successfully log in to both accounts with the new email addresses. The agent provided instructions for the customer to update the email address for the direct account if they were not using the Apexa system, and offered to follow up if the customer had any other issues.
==========================emails==================
Hi Anson, 

I am glad I was able to help you update your email address associated with your Workspace account. 

If you have any issues with your Workspace accounts, don’t hesitate to communicate with us by email or by giving us a phone call. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi Anson, 

I am glad I was able to help you update your email address associated with your Workspace account. 

If you have any issues with your Workspace accounts, don’t hesitate to communicate with us by email or by giving us a phone call. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T23:24:46.000+0000,False,False,0055o000001zVCKAA2,2025-11-13T23:24:46.000+0000,0055o000001zVCKAA2,2025-11-13T23:24:46.000+0000,0055o000001zVCKAA2,2025-11-13T23:24:46.000+0000,(604)731-1100,,gardy.frost@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkRwrYAE,False,,23757611,0030A000008r6bxQAA,0010A000009lzlnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:56:11.000+0000,False,False,0055o000001NWfMAAW,2025-11-13T22:56:11.000+0000,0055o000001NWfMAAW,2025-11-13T22:56:11.000+0000,0055o000001NWfMAAW,2025-11-13T22:56:11.000+0000,(613)262-9268,,changchanghou@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkTVdYAM,False,,23757697,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-13T22:59:47.000+0000,False,False,005OH000004Ir1xYAC,2025-11-13T22:59:47.000+0000,005OH000004Ir1xYAC,2025-11-13T22:59:48.000+0000,005OH000004Ir1xYAC,2025-11-13T22:59:48.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkWgTYAU,False,,23759047,0030A0000029cImQAI,0010A000002w15mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace access,Medium,"Bonjour Donald,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  
Je souhaiterais organiser un appel téléphonique avec vous afin de vous aider à résoudre ce problème. Pour nous permettre de planifier un rappel, merci de bien vouloir nous fournir les informations suivantes : 
•	Votre code de conseiller
•	Votre fuseau horaire
•	Trois dates et heures de rappel qui vous conviendraient
Nous vous contacterons au numéro de téléphone enregistré dans notre système
Personnellement, je suis disponible du lundi au vendredi, entre 12h et 20h (heure de l’Est).

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 


From: Services Financiers G et D Drouin Inc <sfd@cgocable.ca> 
Sent: November 13, 2025 10:01 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Demande d'acces a Espace affaire

Bonjour Je ne suis plus en mesure d'accéder à mon espace conseiller. De plus cette adresse électronique n'est plus en utilisation. Pourriez vous svp me créer un nouveau accès avec mon courriel : ddrouin@ trifolium. ca J'ai pris en note la dernière
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour
Je ne suis plus en mesure d'accéder à mon espace conseiller.
De plus cette adresse électronique n'est plus en utilisation.
Pourriez vous svp me créer un nouveau accès avec mon courriel : ddrouin@trifolium.ca
J'ai pris en note la dernière fois mon code est : g4aniurr
Si ce code a changé, svp me donner un nouveau.
Merci beaucoup
 
-- 
Donald Drouin  
Conseiller en sécurité financière
Conseiller en assurance et rentes collectives                         
                                                                                                           
  
 
Bureau de Shawinigan
1680, 105e Avenue, C.P. 1172
Shawinigan (Québec)  G9P 4E8
Tél : 819-536-2454
Sans frais : 1-855-536-2454
Téléc. : 819-536-2425
Téléphone bureau de Québec: 418-903-9201
Soyez écoresponsable!
Avez-vous réellement besoin d’imprimer ce courriel",True,2025-11-14T00:21:33.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T00:21:33.000+0000,005OH00000AbCcLYAV,2025-11-14T00:21:52.000+0000,005OH00000AbCcLYAV,2025-11-14T00:21:52.000+0000,(819)536-2454X1,,ddrouin@trifolium.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkXB7YAM,False,,23758396,0030A0000029ZRzQAM,0010A000002vyisQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Authenticator issue,Medium,"*11/13*
----------------

im having 

34527

about a week or so ago i was able to log into Workspace 
need help with authenticator registration or assistance logging in with the correct app
users phone number is out of date and he is not available at the phone number listed in siebel and so was upset and became escalated during the call,
user quickly ended call because i was not providing the answers to things he wanted to hear 

*email*
----------------

Good afternoon Richard, 

Thank you for contacting the Workspace Support Team with your authenticator inquiry. 

You wanted to log in with your authenticator app again today but were having some trouble locating the app or it is altogether missing. Unfortunately, because you were not available at the number in our system, we could not authenticate you as per our policy for authentication with multifactor login support/registration. If you have access to APEXA, please update your information aligned with your advisor code the correct phone number so that we can authenticate you. If you do not have access to APEXA you will need to contact your MGA so they can have the number in our backend system updated to reflect the correct phone number. If there are questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T00:07:29.000+0000,False,False,005OH000008919xYAA,2025-11-13T23:36:37.000+0000,005OH000008919xYAA,2025-11-14T00:07:29.000+0000,005OH000008919xYAA,2025-11-14T00:07:29.000+0000,(416)410-9933,,richardesposito@bellnet.ca,(416)733-2491,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkbL8YAI,False,,23758570,003G0000018f6ZvIAI,0010A000002wOXJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy availability,Medium,"Hi Ron, 

Thank you for contacting Workspace support today regarding the annual statement of the policy 09F006074U.

I have verified on my end, and it appears that policy’s details and the statement are not yet available on Workspace.

To get any policy details please reach out to the  Customer service team  at: 1-888-252-1847


	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-13T23:59:46.000+0000,False,False,005OH00000AbCcLYAV,2025-11-13T23:47:10.000+0000,005OH00000AbCcLYAV,2025-11-13T23:59:46.000+0000,005OH00000AbCcLYAV,2025-11-13T23:59:46.000+0000,(604)864-1384,(604) 864-1384,ron@hfginc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkcKSYAY,False,,23758990,0035o000007ah1DAAQ,0015o000008HBQHAA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support,Medium,"Hi Geoffrey,

It’s been brought to our attention that you need assistance with your access to Workspace.

I would like to set up a phone call with you to help you. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code.
•	We will reach you at the phone number on file 

It will be a phone call, I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: November 13, 2025 9:36 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bowmaster, Victoria M <victoria@carletonfs.com>; Dempster, Geoffrey <geoff@carletonfs.com>
Subject: URGENT - MGA Workspace password issue - Goeff Dempster
Importance: High

HI there,

Geoff is not receiving the email link to reset his password.  Can you please assist with this as Geoff is trying to link his MGA Workspace account on the AC platform.

Please copy all on the response back. 

Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.",True,2025-11-14T00:17:02.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T00:17:02.000+0000,005OH00000AbCcLYAV,2025-11-14T00:17:03.000+0000,005OH00000AbCcLYAV,2025-11-14T00:17:03.000+0000,(613)858-1117,(613) 858-1117,geoff@carletonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkcp7YAA,False,,23759122,003G0000018f7tiIAA,0010A000002wPzvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA issue,Medium,"Hi Richard,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Salesforce authenticator.

Just a recap of what we reset your password, pinned your authenticator on your browser for easier access, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T00:44:18.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T00:27:46.000+0000,005OH00000AbCcLYAV,2025-11-14T00:44:18.000+0000,005OH00000AbCcLYAV,2025-11-14T00:44:18.000+0000,(416) 410-9933,,richardesposito@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkeu5YAA,False,,23758510,003OH00000WbILJYA3,0010A000002wP5ZQAU,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,Downloading my information to Laylah,Medium,"****DDS****11/13/25 

User needed assistance with CRM download processd and creating a zip file.
Referred user to their aligned TSP.
 
=========================================================================
 
****Email Chain****

Good day Jennifer,

Thank you for contacting Workspace Support regarding the CRM download process.

For more support regarding your CRM download, we do recommend reaching out to your aligned Technology Solutions Partner, Jacqueline Van Esch via email: Jacqueline.VanEsch@advicecanada.com

If there is anything else we can assist you with, please do not hesitate to reach out.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jennifer McConaghy <Jennifer@mcconaghyfinancial.com> 
Sent: November 13, 2025 11:56 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: McConaghy, Jennifer L <Jennifer@mcconaghyfinancial.com>
Subject: [EXT] Downloading my information to Laylah

Hello, I was wondering if someone was able to assist be with the download process and creating a zip file. I am terrible when it comes to this and do not want to make any errors. Thanks! Jen Jennifer McConaghy, CFP® 32 Birmingham Drive Quispamsis,
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Hello,

I was wondering if someone was able to assist be with the download process and creating a zip file. I am terrible when it comes to this and do not want to make any errors.

Thanks!
Jen

Jennifer McConaghy, CFP®
32 Birmingham Drive 
Quispamsis, NB
E2E 0L3
Phone: (506) 333-3270
Email: Jennifer@McConaghyFinancial.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. Unsubscribe",True,2025-11-13T23:43:58.000+0000,False,False,005OH0000097FtCYAU,2025-11-13T23:43:58.000+0000,005OH0000097FtCYAU,2025-11-13T23:43:58.000+0000,005OH0000097FtCYAU,2025-11-13T23:43:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkfBqYAI,False,,23758895,003G0000018f6g1IAA,0010A000002wOe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration + adding a delegate process,Medium,"Hi Lisa, 

Thank you for reaching out to the Workspace support team!

To be added as a delegate, you will need your own Workspace access. I have attached the Third Party Access (TPA) form for your convenience. Please have your aligned advisor fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com. 
 
Once Distribution Methodology processes this form, you should be able to access your advisors’ clients on the platform.

As for the Repnet and Workspace registration, I’ve sent you the registration steps in a separate email, once your user id has been created on Repnet, please allow 48 hours before registering for Workspace.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Gray, Lisa <Lisa.Gray@canadalife.com> 
Sent: November 13, 2025 9:02 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: MGA WS

Hello, my aligned Advisors are contacting distribution methodology to grant me access to their WS-MGA.  How do I sign on?

Thanks

 
Lisa Gray, FLMI,ACS,AIAA,ALMI
ASA | Advisor Support Program
lisa.gray@advicecanada.com | 289-271-9126
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
Good day Lisa,

Thank you for contacting Workspace Support team.  
You will find below the instructions on how to register to your Workspace MGA  account.  
You will need the following before you start:
•	Your User ID
•	Your User ID Password
Registering for User ID (formerly RepNet ID)
Step 1: From the Canada Life Selfcare Page, click Register to start the quick, 3-step registration process. 
 The Canada Life Selfcare Page page can be accessed with a direct URL: 
 https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
  
Step 2: Accept the terms and conditions. 
 
Step 3: Enter your first name, last name, your new advisor code (formerly called distributor code), and unique activation code. Click Continue. 
 NOTE - if the caller does not know their advisor code (formerly called distributor code) or Activate Code, direct them to Distribution Methodology (MGA) or Contracts and Licensing (ADSL) to have their Welcome Letter resent.  
•	Distribution_Methodology@canadalife.com
•	CanadaLife.Contracts&Licensing@canadalife.com 
 
IF  your user id has been created on Repnet, please allow 48 hours before registering for Workspace.
In case you’re already registered in Repnet and just don’t remember your User ID password, you can use the URL below and click on Forgot your password? Link : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en
If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting and we will schedule a call to help you. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T00:09:43.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T00:09:43.000+0000,005OH00000AbCcLYAV,2025-11-14T00:10:52.000+0000,005OH00000AbCcLYAV,2025-11-14T00:10:52.000+0000,(905)988-6771,905 988 6771,kevinplue@kgpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkfdHYAQ,False,,23758732,003G0000018f6rjIAA,0010A000002wOtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Portfolio Summary Error - DAS,Medium,"Bonjour Patricia, 

Merci d’avoir contacté l’équipe du soutien technique de l’Espace affaires.

Nous avons assigné votre billet à notre laboratoire digital pour investigation. 

Nous recommuniquerons avec vous lorsqu’une mise à jour sera disponible.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  




From: Patricia Poirier <patricia@groupezelta.com> 
Sent: Wednesday, November 12, 2025 4:43 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Sommaire du portefeuille SOLUTIONS KUMOJIN INC

Bonjour à vous, Voici un sommaire que je ne suis pas capable d’imprimer depuis longtemps. Prendre rendez-vous directement dans mon agenda en ligne en cliquant ICI. Les rendez-vous seront principalement en vidéoconférence sécurisée via
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour à vous,

Voici un sommaire que je ne suis pas capable d’imprimer depuis longtemps.

 



 


Prendre rendez-vous directement dans mon agenda en ligne en cliquant ICI.
Les rendez-vous seront principalement en vidéoconférence sécurisée via Microsoft TEAMS ou en personne si nous le prévoyons d'avance.  

Patricia Poirier, 
Conseillère en sécurité financière et 
Conseillère en assurance et rentes collectives
Zelta Conseils – Cabinet de services financiers
Représentante en investissement
Services d'investissement Quadrus ltée.

NOUS AVONS DÉMÉNAGÉ : 
1220 Lebourgneuf, bureau 250, 
Québec (Québec)
G2K 2G4

Zelta Conseils – Cabinet de services financiers

Bureau : (581) 703-3188
Fax : (888) 466-4426
Cellulaire : (418) 931-8552
patricia@groupezelta.com
https://www.groupezelta.com/

Si vous ne souhaitez plus recevoir de courriels de ma part, veuillez répondre au présent courriel en indiquant « Désabonnement » dans l’objet. If you no longer want to receive emails from me, please reply with “Unsubscribe” in the subject line.
Le Contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2026-01-02T17:14:56.000+0000,False,False,0055o000001zVCKAA2,2025-11-13T23:57:09.000+0000,0055o000001zVCKAA2,2026-01-02T17:14:56.000+0000,0055o000001zVCKAA2,2026-01-02T17:14:56.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fkiUfYAI,False,,23758863,0030A0000029VlOQAU,0010A000002vvdSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,DSFA - WAO_8002 there are no FundServ codes for you to select from,Medium,"Hi Carl D,

Please advise.

Thank you.



Hi Greg, 

If you cant find the DSFA application. Please check the following : 

1.	Confirm whether the application appears under any of these tabs in DSFA: In-progress, Submitted, or Completed.
2.	If the application is not in any of these tabs and it has not been 90 days since it was last updated, the application should still be available.
3.	If it is missing and not past the 90-day purge window, this may indicate a technical issue. In that case, please provide the following details so we can investigate: 

o	Client name and Tracking ID (if available)
o	Browser and version (e.g., Chrome)


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Greg Goldsworthy <greg@finctr.ca> 
Sent: Thursday, November 20, 2025 6:55 AM
To: Fabila, Daisy <Daisy.Fabila@canadalife.com>; curtisl@trustonefinancial.ca; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: TruStone Contracting <contracting@trustonefinancial.ca>
Subject: Re[2]: [EXT] FUNDSERV - C23758863 Goldsworthy new code

Hello. I had completed an application for Donna Ribeiro that would not submit because of the contracting issues, so it was just saved. When I just went into workspace, it is not there for me to add the new codes you have established and finally
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Hello.   I had completed an application for Donna Ribeiro that would not submit because of the contracting issues, so it was just saved.
When I just went into workspace, it is not there for me to add the new codes you have established and finally submit.
Are you able to retrieve it from your end or do I have to start all over again ? [Please say you can find it, please 🙏]
Respectfully submitted,
        Greg
J. GREGORY GOLDSWORTHY  B.A., CLU, CFP, Ch.F.C
Chartered Life Underwriter / Certified Financial Planner / Chartered Financial Consultant





Hi,

CL contract for J Gregory Goldsworthy has been completed.

Fundserv code 3451-60357 has been set up and linked to H9155. 

 



His contract is pending with Canada Life and he needs to submit an application. How does he go about doing this? 

Thanks, 

Curtis Luckovitch
	CFP


Director, Sales and Distribution, Wealth





Hi @Contracts & Licensing, Canada Life,

Can you assist Greg with his Fundserv issue? His Fundserv code is not listing in Siebel.

Thank you. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Greg Goldsworthy <greg@finctr.ca> 
Sent: Wednesday, November 12, 2025 11:43 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Cc: Curtis Luckovitch <curtisl@trustonefinancial.ca>; TruStone Contracting <Contracting@trustonefinancial.ca>; Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>
Subject: [EXT] FUNDSERV

Hello all.    I am trying to submit an applic for a Canada Life Seg Fund for $75,000 and have been striving to do this for some time. I am told that I can submit using my existing Fundserv code 345160357 even though the Canada Life contracting
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Hello all.   I am trying to submit an applic for a Canada Life Seg Fund for $75,000 and have been striving to do this for some time.
I am told that I can submit using my existing Fundserv code 345160357 even though the Canada Life contracting through Apexa is still pending.
Electronic applic does not allow me to enter a number and stipulates no code exists.
Someone please advise-How do I order the $75,000 contract for my client ?????? 
        Greg
J. GREGORY GOLDSWORTHY  B.A., CLU, CFP, Ch.F.C
Chartered Life Underwriter / Certified Financial Planner / Chartered Financial Consultant
Commissioner of Oaths, appointed by The Office of the Attorney General
Direct Cell - 705-443-9093

THE FINANCIAL CENTRE OF COLLINGWOOD
59 Hurontario Street, Collingwood, On  L9Y 2L7
Switchboard 705-445-5628   Fax 705-445-8555
Independent Professionals Serving You, Since 1973

This email and any attachments may contain confidential information.
Any distributing, copying or reliance upon the contents of this email by
anyone other than the intended recipient is strictly prohibited. If you have
received this email accidentally, please notify the sender and delete it.",True,2025-11-14T00:06:29.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T00:06:29.000+0000,0055o000001zVCKAA2,2025-11-20T16:56:01.000+0000,0055o000001zVCKAA2,2025-11-20T16:56:01.000+0000,(705)445-5628,705-443-9093,greg@finctr.ca,(705)445-8555,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,140.0
500OH00000fmMTHYA2,False,,23762038,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T14:17:21.000+0000,False,False,0050A000000WjqvQAC,2025-11-14T14:17:21.000+0000,0050A000000WjqvQAC,2025-11-14T14:17:22.000+0000,0050A000000WjqvQAC,2025-11-14T14:17:22.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmPfhYAE,False,,23761281,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,located. no call needed.,True,2025-11-14T13:57:18.000+0000,False,False,005OH000006uYrkYAE,2025-11-14T13:54:00.000+0000,005OH000006uYrkYAE,2025-11-14T13:57:18.000+0000,005OH000006uYrkYAE,2025-11-14T13:57:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmb0wYAA,False,,23762376,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T14:27:58.000+0000,False,False,005G0000002gxxjIAA,2025-11-14T14:27:58.000+0000,005G0000002gxxjIAA,2025-11-14T14:27:59.000+0000,005G0000002gxxjIAA,2025-11-14T14:27:59.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmd4HYAQ,False,,23761663,003G0000018f6vyIAA,0010A000002wOxqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T14:06:45.000+0000,False,False,0050A000000WjqvQAC,2025-11-14T14:06:45.000+0000,0050A000000WjqvQAC,2025-11-14T14:06:46.000+0000,0050A000000WjqvQAC,2025-11-14T14:06:46.000+0000,(613)724-8247,(613) 724-8247,mark@taggartwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmeoMYAQ,False,,23761817,0030A0000029dFhQAI,0010A000002w1ohQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace -Registration,Medium,"**DDS**11/14/2025
user was transferred from sd for assitance with workspace registration.
EMAIL=============
Bonjour Patrick,
Merci d'avoir contacté l'équipe d'assistance Workspace concernant l'accès à Espace affaire.
Vous trouverez ci-dessous les instructions pour vous inscrire à votre compte Workspace. 
Vous aurez besoin des éléments suivants avant de commencer :
              Votre ID utilisateur
              Votre identifiant utilisateur Mot de passe
              Votre code de compensation
 Si vous ne vous souvenez pas de votre identifiant utilisateur et de votre mot de passe, vous pouvez utiliser l’URL ci-dessous et cliquer sur Vous avez oublié votre identifiant utilisateur ? Lien et le mot de passe oublié ? Lien : https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
 Si vous n’êtes toujours pas en mesure de récupérer votre identifiant utilisateur, envoyez un courriel à distribution_methodology@canadalife.com et ils pourront vous le confirmer. 
Une fois que vous avez en main votre identifiant et votre mot de passe, veuillez suivre la procédure ci-dessous
 Register. En suivant les étapes ci-après :
 Étape 1 : Cliquez sur le lien https://lifeco.my.site.com/workspace/s/login/SelfRegister
Étape 2 : Saisissez votre identifiant RepNet et votre mot de passe.
Étape 3 : Saisissez votre code Comp.
Étape 4 : Saisissez votre prénom et votre nom, ainsi qu'une adresse électronique et un mot de passe.
Étape 5 : Cliquez sur Suivant pour accéder à la page suivante.
 
Lisez et acceptez les conditions d'utilisation.
Étape 6 : Un courriel de vérification sera envoyé à l'adresse électronique que vous avez saisie à l'étape précédente.
Étape 7 : Vérifiez le courriel en cliquant sur Vérifier maintenant.
 Votre compte sera activé une fois le courriel vérifié.
 Pour vous connecter à Workspace, cliquez sur ce lien https://lifeco.my.site.com/workspace/s/
Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous répondre

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre .
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T14:52:05.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-14T14:11:21.000+0000,005OH00000AZ3ZxYAL,2025-11-14T14:52:06.000+0000,005OH00000AZ3ZxYAL,2025-11-14T14:52:06.000+0000,(514)770-3333,,patrickdoray@objectifassurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmjGAYAY,False,,23762235,003G0000018f6S8IAI,0010A000002wOOTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Merge Issue,Medium,"***2025/11/14***
 
 
==================================================================================
Changed middle initial of the LL policy to reflect the middle initial of the CL policy. 
LL Client ID: 2539373104 CL Client ID:  9277801346
==================================================================================
 
****Email Chain**
Hello Joe, 

Thank you for contacting Workspace Support regarding your merge issue. We have corrected the accounts in our system, and you will be able to merge the accounts using the merge prompt in 2-4 business days If you have any other questions, please reach out and let us know!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, November 4, 2025 9:55 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Joseph Terejko (joe. terejko@ adkinsfinancial. com) has submitted a merge issue. Client details: First name: HEINZ Middle name (if applicable): J Last name: SCHURER DOB: March 2, 1960 Policy Number(s): 60414511T,B168534-0
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Joseph Terejko (joe.terejko@adkinsfinancial.com) has submitted a merge issue.
 
Client details:
First name: HEINZ
Middle name (if applicable): J
Last name: SCHURER
DOB: March 2, 1960
Policy Number(s): 60414511T,B168534-0
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000AWJNI/heinz-j-schurer
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000BracCQAR/heinz-j-schurer
URL 3: 
URL 4: 
Additional details:",True,2025-11-18T16:04:10.000+0000,False,False,005OH00000BFPZIYA5,2025-11-14T14:23:52.000+0000,005OH00000BFPZIYA5,2025-11-18T16:04:10.000+0000,005OH00000BFPZIYA5,2025-11-18T16:04:10.000+0000,(519)758-8067,,joe.terejko@adkinsfinancial.com,(519)720-6904,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmoapYAA,False,,23762837,003G0000018f7EZIAY,0010A000002wPJMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"***2025/11/14***
 
 
==================================================================================
Changed the middle initial of the LL policy to reflect the middle initial in the middle initial field of the London Life policy.
CL Client ID: 5942640002 LL Client ID:  0957559510
==================================================================================
 
***Email Chain***
Hi Kim,

Thank you for contacting Workspace Support regarding your merge issue. We have corrected the accounts in our system, and you will be able to merge the accounts using the merge prompt in 2-4 business days If you have any other questions, please reach out and let us know!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, November 4, 2025 4:38 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission - C23762837

This is an alert to let you know that Kim Andrianidis (kandrianidis@ breadthconsulting. com) has submitted a merge issue. Client details: First name: John Middle name (if applicable): E Last name: Ford DOB: May 26, 1974 Policy Number(s): K211312T,
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Kim Andrianidis (kandrianidis@breadthconsulting.com) has submitted a merge issue.
 
Client details:
First name: John
Middle name (if applicable): E
Last name: Ford
DOB: May 26, 1974
Policy Number(s): K211312T, R0001589U
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000ddkW3YAI/john-e-ford
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A000004PdxsQAC/john-e-ford
URL 3: 
URL 4: 
Additional details:",True,2025-11-14T14:59:09.000+0000,False,False,005OH00000BFPZIYA5,2025-11-14T14:38:19.000+0000,005OH00000BFPZIYA5,2025-11-14T14:59:09.000+0000,005OH00000BFPZIYA5,2025-11-14T14:59:09.000+0000,(519)966-4400,(519) 965-3406,rwakeman@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmqCoYAI,False,,23762929,0031600002EUCd1AAH,0010A000002wNCzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-11-14T14:44:10.000+0000,False,False,005OH000006uYrkYAE,2025-11-14T14:40:31.000+0000,005OH000006uYrkYAE,2025-11-14T14:44:10.000+0000,005OH000006uYrkYAE,2025-11-14T14:44:10.000+0000,(416)700-1715,(416) 700-1715,luciano.aquino@avenirwealthgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fms1iYAA,False,,23762838,003G0000018f6xCIAQ,0010A000002wOzqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email not received,Medium,"** DDS 24NOV2025 ***
envelope was signed by only one of two joint owners as one wasnt listed as a recipient as per CLTP, referred to Term conversion inquiries for next steps

*** DDS 21NOV2025 ***

advised envelope re-sent

Name:Wendy Riley
Advisor or support staff: Advisor
Advisor Code: 22113/F3541
Advisor Name: WENDY ALISON RILEY
Phone:	
Email: wendy.riley@rileyfinancial.ca		
1. Siebel verification: N/A
2. Last Login to Workspace: N/A
Issue: Completed online term conversion client and advisor would expect an email but hasn't been received since. 
application was done at 8am, its now 9:45am.  application is not seen either. New Business Now, it does not show in applications not submitted nor applications submitted. 

FINDINGS: KB0022696.
application was done at 8am, its now 9:45am.  
advised Wendy if its not received by noon today to let me know so we can further investigate. 

email received from Wendy, nothing was received. 

Followed KB, sent INC1856497 

EMAIL: 
Hello Wendy,

I apologize for my delay in response. We were advised by our Tier 3 team that the envelope was only sent to tsizer97@gmail.com as Brad Sizer (sizerbrad@gmail.com) was not listed as a recipient. There is currently no way to edit a submitted Digital Term Conversion application. @Term_Conversion_Inquiries Can you please advise the next steps for Wendy as only one of the two joint owners signed the application.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Wendy Riley <wendy.riley@rileyfinancial.ca> 
Sent: November 24, 2025 9:13 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Case#23762838/INC1856497 - Email not received

Good morning, I am following up on the email below. DocuSign envelope has now been complete, did we not require a signature from the joint owner? Please advise as soon as possible as this process of escalation is now exceeding good customer
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning,
I am following up on the email below. DocuSign envelope has now been complete, did we not require a signature from the joint owner? Please advise as soon as possible as this process of escalation is now exceeding good customer satisfaction.

Wendy Riley, CFP®
Financial Planner, Riley Financial Group Inc.
Investment Representative, Quadrus Investment Services Ltd.

Book a meeting with me  – CLICK HERE!!

Phone/Text: (613) 771-1244 I Fax: 613-902-5093 
Mail: Suite 414, 207 Dundas St E., Trenton On K8V 1L8

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. 

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed. 

Hello Wendy,

I am reaching out from Workspace Support regarding the Digital Term Conversion Docusign issue for E234508T. I sincerely apologize for the delay in resolving this issue. We have confirmed that the Docusign envelope has been re-sent at 10:10am EST this morning. Please let me know if there are any further issue or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 17, 2025 1:22 PM
To: Riley, Wendy <wendy.riley@rileyfinancial.ca>
Subject: RE: Case#23762838/INC1856497 - Email not received

Thanks for the update, Wendy. I’ve updated our lab with this information and they will reach out to you as soon as they have an update. Thanks in advance for your patience.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Wendy Riley <wendy.riley@rileyfinancial.ca> 
Sent: November 17, 2025 8:00 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Case#23762838/INC1856497 - Email not received

Good morning, If you are referring to the dashboard, New Business Now, no it does not show in applications not submitted nor applications submitted. If you are referring to another dashboard please advise. Wendy Riley, CFP® Financial Planner,
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ZjQcmQRYFpfptBannerEnd
Good morning,
If you are referring to the dashboard, New Business Now, no it does not show in applications not submitted nor applications submitted. If you are referring to another dashboard please advise.

Wendy Riley, CFP®
Financial Planner, Riley Financial Group Inc.
Investment Representative, Quadrus Investment Services Ltd.

Book a meeting with me  – CLICK HERE!!

Phone/Text: (613) 771-1244 I Fax: 613-902-5093 
Mail: Suite 414, 207 Dundas St E., Trenton On K8V 1L8

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. 

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed. 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 14, 2025 2:02 PM
To: Wendy Riley <wendy.riley@rileyfinancial.ca>
Subject: RE: Case#23762838/INC1856497 - Email not received

Hello Wendy,

Thanks for the update.

I’ve opened a ticket to have this further investigated and will update you once I hear back.

In the meantime, do you see the application on your dashboard? If yes, please provide a screenshot, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Wendy Riley <wendy.riley@rileyfinancial.ca> 
Sent: November 14, 2025 12:24 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Case#23762838 - Email not received

Hi, No emails have been received as of yet: Signing Client Name: Trisha Sizer Signing Client Email address: tsizer97@ gmail. com Signing Client Phone number: 613-967-7605 Date the signature was requested : November 14, 2025 Application number

Hi,
No emails have been received as of yet:

	Signing Client Name: Trisha Sizer
	Signing Client Email address: tsizer97@gmail.com 
	Signing Client Phone number: 613-967-7605
	Date the signature was requested : November 14, 2025
	Application number : I do not have this number. Term 10 policy E234508T conversion to T20 same face value

The application was joint with Brad Sizer, sizerbrad@gmail.com, 613-922-1533, his name appeared on all of the onscreen information however WorkSpace did not ask me to add his email nor phone number. 
Thank you for your assistance with this issue.


Wendy Riley, CFP®
Financial Planner, Riley Financial Group Inc.
Investment Representative, Quadrus Investment Services Ltd.

Book a meeting with me  – CLICK HERE!!

Phone/Text: (613) 771-1244 I Fax: 613-902-5093 
Mail: Suite 414, 207 Dundas St E., Trenton On K8V 1L8

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. 

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed. 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 14, 2025 9:57 AM
To: Wendy Riley <wendy.riley@rileyfinancial.ca>
Subject: Case#23762838 - Email not received

Hello Wendy,

Thank you for contacting Workspace Support today.

As discussed, you completed an online term conversion application at 8am this morning and at the very end, it was noted that an email would be sent to you and the client but you or the client have not received the email since.

The application as you noted was completed at 8am eastern, if you/client still do not receive by noon today (check the spam/junk folders), do let us know so we can further investigate.  

We will need the below information. 

	Signing Client Name
	Signing Client Email address
	Signing Client Phone number
	Date the signature was requested 
	Application number 

If I do not hear back from you, I’ll trust the emails were received and no further assistance is needed, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



--------------------------------------***DDS  11/17/2025***--------------------------
AS PER NEW SNOW ESCALATION PROCESS/CONFIRMED WITH JONATHAN, CLOSING THIS CASE

--------------------------------------***DDS  11/14/2025***--------------------------
SENT UPDATE TO WENDY
--------------------------------------***DDS  11/14/2025***--------------------------
Hello Wendy,

Thanks for the update.

I’ve opened a ticket to have this further investigated and will update you once I hear back.

In the meantime, do you see the application on your dashboard? If yes, please provide a screenshot, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  11/14/2025***--------------------------
UPDATE RECEIVED/NO EMAILS AS YET
--------------------------------------***DDS  11/14/2025***--------------------------
Hi,
No emails have been received as of yet:

	Signing Client Name: Trisha Sizer
	Signing Client Email address: tsizer97@gmail.com 
	Signing Client Phone number: 613-967-7605
	Date the signature was requested : November 14, 2025
	Application number : I do not have this number. Term 10 policy E234508T conversion to T20 same face value

The application was joint with Brad Sizer, sizerbrad@gmail.com, 613-922-1533, his name appeared on all of the onscreen information however WorkSpace did not ask me to add his email nor phone number. 
Thank you for your assistance with this issue.




--------------------------------------***DDS  11/14/2025***--------------------------
SENT FOLLOW UP 
--------------------------------------***DDS  11/14/2025***--------------------------
Hello Wendy,

Thank you for contacting Workspace Support today.

As discussed, you completed an online term conversion application at 8am this morning and at the very end, it was noted that an email would be sent to you and the client but you or the client have not received the email since.

The application as you noted was completed at 8am eastern, if you/client still do not receive by noon today (check the spam/junk folders), do let us know so we can further investigate.  

We will need the below information. 

	Signing Client Name
	Signing Client Email address
	Signing Client Phone number
	Date the signature was requested 
	Application number 

If I do not hear back from you, I’ll trust the emails were received and no further assistance is needed, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-17T16:52:12.000+0000,False,False,005OH00000AUS7aYAH,2025-11-14T14:38:20.000+0000,005OH00000AUS7aYAH,2025-11-24T14:58:39.000+0000,005OH000006wv2TYAQ,2025-11-24T14:58:39.000+0000,(613)771-1244,,wendy.riley@rileyfinancial.ca,(613)902-5093,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmvIzYAI,False,,23764879,0030A0000029feRQAQ,0010A000002w3mZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:22:35.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T15:22:35.000+0000,0055o000002DK5fAAG,2025-11-14T15:22:36.000+0000,0055o000002DK5fAAG,2025-11-14T15:22:36.000+0000,(905)873-1877,,bworby@ipchh.ca,(905)873-1878,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmvPNYAY,False,,23763075,0030A0000029lmrQAA,0010A000002w8ryQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 


**EMAIL**

Hi Rebecca,

As mentioned in my previous email, please see below for your password-protected Excel file:
74HLFXKA3H

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Rebecca,

Please find the attached file of the requested Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hello,
Please handle.
Thanks.


En répondant à cette demande, tout renseignement personnel que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadalife.com/fr/confidentialite.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy.

Marouène Ouannès
(He/Him/Il)
Adjoint au Service à la Clientèle, Services centralisés et Stratégie, Gestion du patrimoine individuel et Solution d’assurance
Client Service Assistant, Central Services and Strategy, Individual Wealth and Insurance Solutions
100 Osborne Street North 3C
Winnipeg, MB, R3C 1V3    
Phone / Téléphone: (204) 934-4732
Email / Courriel: marouene.ouannes@canadalife.com


 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Leinweber, Wanda <Wanda.Leinweber@canadalife.com> 
Sent: October 28, 2025 12:42 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Graham, Rebecca <rebecca.graham@igpwm.ca>
Subject: Complete Client Listing in Excel format for Advisor Rebecca Graham

Please provide complete client listing in Excel format for advisor Rebecca Graham as follows:


715805
	CALGARY NORTH IG
Active	11/03/2013		FalseIs Primary	Investors Group	
		84789
GRAHAM (RO090) REBECCA	INVESTORS GROUP - ALBERTA
Active	01/09/1995		TrueIs Primary	National Account Branch

For in-force policies or general questions:
Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Goodbye RepNet – hello Workspace! | Au revoir RéseauRep – bonjour Espace affaires!
Wanda Leinweber, ACS 
Regional Sales Associate, Insurance
Mid-West Region

1800 Watermark Tower 530 - 8 Avenue SW, Calgary, AB T2P 3S8
Phone: (403) 750-2127
Wanda.Leinweber@canadalife.com
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-14T14:43:55.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T14:43:55.000+0000,005OH0000071DK9YAM,2025-11-14T14:43:55.000+0000,005OH0000071DK9YAM,2025-11-14T14:43:55.000+0000,(403)253-4840,,rebecca.graham@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmx7uYAA,False,,23764759,0030A0000029dq6QAA,0010A000002w2GjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Error WAO_8001,Medium,"***DDS***11/14/2025
User having nofundserv code issue, referred to contracts and licensing to get a fundserv code set up. 

*****email chain****
Hello Peter, 

     Thank you for contacting Canada life workspace support. It was a pleasure assisting you today. Regarding the no fundserv code issue, as there isn’t a code aligned with advisor code you are trying to use to submit the application. I will have to refer you to different department to get a fundserv code set up for that comp code, you will need to reach out to @Contracts & Licensing, Canada Life. Once that is set up you should be good to submit the application. I am so sorry it’s taking so long to get to a resolution. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


 


From: Peter McNally <peter@mcnallyfinancial.ca> 
Sent: November 14, 2025 10:39 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: No fundServ code Error- WAO_8002- INC1844799

Hi Busayo, Just wanted to let you know that I am still not seeing my advisor codes. Is there a way to delete any applications that I have started as I think if I could start from fresh it might work. Specifically I have two applications for
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Busayo,
Just wanted to let you know that I am still not seeing my advisor codes.  Is there a way to delete any applications that I have started as I think if I could start from fresh it might work.  Specifically I have two applications for the same LIRA for client Kristen Demone.  I would like to start over if possible and see if the codes appear.  Feel free to call me at 403-380-0478 if you like.
Thank you,
Peter 

Peter McNally,  BA CFP
Certified Financial Planner
McNally Financial and Insurance Group
O-(403) 317-4821
M-(403) 380-0478
peter@mcnallyfinancial.ca
www.mcnallyfinancial.ca

 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 11, 2025 9:17 AM
To: Peter McNally <peter@mcnallyfinancial.ca>
Subject: RE: [EXT] RE: No fundServ code Error- WAO_8002- INC1844799

Hello Peter,

     It was a pleasure going over the resolution with you today. Like I mentioned if you do have any further questions or concerns, please do not hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Peter McNally <peter@mcnallyfinancial.ca> 
Sent: November 11, 2025 11:02 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: No fundServ code Error- WAO_8002- INC1844799

Sorry I was in shower. Please call back Busayo Peter McNally, BA CFP Certified Financial Planner McNally Financial and Insurance Group O-(403) 317-4821 M-(403) 380-0478 peter@ mcnallyfinancial. ca www. mcnallyfinancial. ca From: CL Workspace Support

Sorry I was in shower.  Please call back Busayo

Peter McNally,  BA CFP
Certified Financial Planner
McNally Financial and Insurance Group
O-(403) 317-4821
M-(403) 380-0478
peter@mcnallyfinancial.ca
www.mcnallyfinancial.ca

 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 11, 2025 8:50 AM
To: Peter McNally <peter@mcnallyfinancial.ca>
Subject: RE: [EXT] RE: No fundServ code Error- WAO_8002- INC1844799

Hello Peter,

      I just gave you a call but no answer. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Peter McNally <peter@mcnallyfinancial.ca> 
Sent: November 11, 2025 10:19 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: No fundServ code Error- WAO_8002- INC1844799

Hello Busayo. The best number is 403-380-0478. You can call me back right now if you like. I have my computer at home and will be here for at least an hour. Thank you, Peter Peter McNally, BA CFP Certified Financial Planner McNally Financial

Hello Busayo.  The best number is 403-380-0478.  You can call me back right now if you like.
I have my computer at home and will be here for at least an hour.
Thank you,
Peter

Peter McNally,  BA CFP
Certified Financial Planner
McNally Financial and Insurance Group
O-(403) 317-4821
M-(403) 380-0478
peter@mcnallyfinancial.ca
www.mcnallyfinancial.ca

 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 11, 2025 7:29 AM
To: peter@mcnallyfinancial.ca
Subject: RE: No fundServ code Error- WAO_8002- INC1844799

Hello Peter, 

      This is Busayo form canadalife workspace support. Just reaching out again to see if you can provide the best phone number to reach you on and a good time to set up a call back to discuss the resolution to your application issue. Have a good day!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 7, 2025 3:24 PM
To: peter@mcnallyfinancial.ca
Subject: RE: No fundServ code Error- WAO_8002- INC1844799

Hello Peter,

     Just following up with you regarding the No Fundserv code issue, I do have a resolution that includes some personal details I cannot include in this email. If you could provide a call back number, I can reach you on with a good time to talk. You could also call in and reference this ticket number (INC1844799) to get more info on the resolution. Have a good day!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 5, 2025 4:51 PM
To: peter@mcnallyfinancial.ca
Subject: No fundServ code Error- WAO_8002- INC1844799

Hello Peter,

    Thank you reaching out to Canada life Workspace Support, this is Busayo. As discussed regarding the no fundserv and error wao_8002 you are getting. I am escalating the request to 2nd level to have it investigated. Please allow 3-4 days for the investigation. I will be following up with you, once I get more information. If you do have any additional questions or concerns, please do not hesitate to reach out. Thank you and have a good day! 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T16:50:05.000+0000,False,False,005OH00000BFQFHYA5,2025-11-14T15:20:22.000+0000,005OH00000BFQFHYA5,2025-11-14T16:50:05.000+0000,005OH00000BFQFHYA5,2025-11-14T16:50:05.000+0000,(403)317-4821,(403) 380-0478,peter@mcnallyfinancial.ca,(403)328-4034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmxW3YAI,False,,23763500,003OH00000L47qAYAR,001OH00000PgSPlYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User needing assistance resetting up MFA to sign into Workspace account.

Email: robrichardswealth@gmail.com 
Code: H3778

******************************************
Good morning, Robert

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your MFA set up!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. 
 
If you have any questions or need further assistance, we’re here to help

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T15:04:03.000+0000,False,False,005OH00000BG5v4YAD,2025-11-14T14:53:55.000+0000,005OH00000BG5v4YAD,2025-11-14T15:04:03.000+0000,005OH00000BG5v4YAD,2025-11-14T15:04:03.000+0000,(226)237-1210,,rcrichards08@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmxpSYAQ,False,,23766809,0030A0000029VmPQAU,0010A000002vveOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Report,Medium,"Hello Dennis

Our team has received your request to provide Client Listings report for Advisor 33987 to see ages for RIF.  Please note, I sent your entire list and sort by “age” you can reset back if you like or sort by Year of birth as well. 
Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Hello Dennis,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
DPIU2UXY3U
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊



The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




























Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	340015073
Client Name:	BISHOP LOIS ELIZABETH
Caller Name:	NICHOLSON DENNIS
Caller Relationship:	Advisor
Advisor Code:	3130-0249
Caller authenticated?	Yes
Language:	English
Send To:	wealthreportingsupport@canadalife.com

Acknowledgement call required?	No
Correspond By:	Email
Caller's Phone Number:	
Caller's Fax #	
Caller's Email Address:	dennick@telus.net

Caller's Mailing Address:	
Date of Birth:	
Permission to leave voicemail?	
Email Security Permission?	Yes
Referral Reason:	Other
Follow-up #	None
Submitter Employee ID:	LL79791

Additional Details:
Advisor wants to know if we can provide him a client listings for his book of business for his clients that are turning age 71 this year or for those clients that needs to be converted to riff this year. Please send info via email to AOR asap, dennick@telus.net 


________________________________________
**This email is being sent from a general delivery mailbox. Please do not reply to this email - Replies are not monitored. If further clarification is required, please email Call Centre Feedback.**",True,2025-11-14T16:00:31.000+0000,False,False,005OH0000088z1hYAA,2025-11-14T16:00:31.000+0000,005OH0000088z1hYAA,2025-11-14T16:06:15.000+0000,005OH0000088z1hYAA,2025-11-14T16:06:15.000+0000,(403)850-1511,,dennick@telus.net,(403)275-9408,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmyThYAI,False,,23763320,003G0000018f7NCIAY,0010A000002wPSrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Address Issue,Medium,"***DDS 2025-11-14***
Lab corrected Workspace address.

***DDS 2025-11-14***
User submitted an address change request in Workspace, but is still seeing the policies under the old address.
DDS confirmed that this issue is happening for 4 joint accounts for clients MRS DIANE VIVEIROS-SALAMONE & MR ANTONIO SALAMONE (screenshots attached).
DDS confirmed that correct address is in CoPilot for all policies.

==================================================================================

User's Name: Zoe Masters
Email: zoemasters@securafinancial.com

Advisor Name: Patrick Murphy
Advisor Code: 14185
SF ID: 0050A000001b01WQAQ

INCORRECT Address: 1263 Lisbon Pl, Kingston, ON K7P 0G5
CORRECT Address: 56 Fawn Brook Dr, Elginburg, ON K0H 1M0
REQ#: REQ-2883738

Account #1:
Client Name: MRS DIANE VIVEIROS-SALAMONE & MR ANTONIO SALAMONE
Policy Number: B115676-8, B244945-7, B244946-9, F030663389
SF ID: 0010A000008QE1UQAW

Account #2:
Client Name: MRS DIANE VIVEIROS-SALAMONE & MR ANTONIO SALAMONE
Policy Number: 141080280
SF ID: 0015o000007mfqUAAQ

Account #3:
Client Name: MRS DIANE VIVEIROS-SALAMONE & MR ANTONIO SALAMONE
Policy Number: 141066707
SF ID: 0015o000007mfcSAAQ

Account #4:
Client Name: MRS DIANE VIVEIROS-SALAMONE & MR ANTONIO SALAMONE
Policy Number: 141052778
 SF ID: 0015o000007mfVKAAY
 
==================================================================================

****Email Chain**
Hello Zoe,

We have good news!

We’ve heard back from our Digital Technical Lab team and they’ve corrected the address issue within your Workspace.

Please check your Workspace account to see if the addresses have been correctly updated.

If you are still encountering this issue, feel free to reply to this email and we would love to investigate the issue further.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support 
Sent: November 14, 2025 10:27 AM
To: Masters, Zoe <zoemasters@securafinancial.com>
Subject: Workspace Address Issue - Case 23763320 - INC1855828

Hello Zoe,

It was a pleasure speaking to you earlier regarding your Workspace address issue.

We’ve gone ahead and escalated this issue to our Digital Technical Lab team and we will update you as soon as we hear back from them.

In the meantime, if you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T16:31:51.000+0000,False,False,005OH00000AX0rVYAT,2025-11-14T14:49:28.000+0000,005OH00000AX0rVYAT,2025-11-14T16:31:51.000+0000,005OH00000AX0rVYAT,2025-11-14T16:31:51.000+0000,(613)548-1884,,patrickmurphy@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmyofYAA,False,,23763344,0030A0000029ZSrQAM,0010A000002vyjaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,"Hello Wei (David),

Our team has received your request to provide Client Listings report for Advisor code 59530; I also included E6407 so be mindful of the codes.  Also note that I have separated Wealth and Insurance by tabs. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Wei (David),
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
F5LJKMO78F
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





















________________________________________
From: David Ding <davidding@crius.ca>
Sent: Thursday, November 13, 2025 10:13:59 AM (UTC-05:00) Eastern Time (US & Canada)
To: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: [EXT] Investment Portfolio 59530
Hi, Can you please send me the entire investment portfolio for all of my clients, my agent code is 59530, Wei Ding from Crius Financial. Thanks 丁维 (David Ding) MDRT Member Agency Director Crius Financial Services Corp. 2400-4720 Kingsway Metrotower
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 


ZjQcmQRYFpfptBannerEnd
Hi, 

Can you please send me the entire investment portfolio for all of my clients, my agent code is 59530, Wei Ding from Crius Financial.

Thanks 

丁维 (David Ding)
 
MDRT Member

Agency Director
Crius Financial Services Corp.

2400-4720 Kingsway Metrotower II
Burnaby, BC V5H 4N2
Cell: 778-223-2252
Email: dingwdavid@hotmail.com
davidding@crius.ca
""我们致力于--为您及您的家人提供最完善的保险理财计划”。

-------------------------------------------------------------------------------

CONFIDENTIALITY NOTICE: The information in this transmission may contain privileged and confidential information and is intended only for the use of the person or corporate entity to which it is addressed. The confidential nature of this communication remains regardless of whether or not you are an intended recipient. If you are not an intended recipient, please notify the sender immediately and destroy this message and all attachments, without making a copy. Any distribution or reproduction of this message is prohibited. We assume no liability for the interception of any Internet communication or the transmission of computer viruses.",True,2025-11-14T15:27:44.000+0000,False,False,005OH0000088z1hYAA,2025-11-14T14:50:02.000+0000,005OH0000088z1hYAA,2025-11-14T15:27:44.000+0000,005OH0000088z1hYAA,2025-11-14T15:27:44.000+0000,(604)438-3690,(778) 223-2252,davidding@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmz83YAA,False,,23764045,003G0000018f6fmIAA,0010A000002wOdoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,"**EMAIL**

Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: William Moroney
Code: W6127, 11294

Please email it to will@synergyfinancialgroup.com",True,2025-11-14T15:05:42.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T15:05:42.000+0000,005OH0000071DK9YAM,2025-11-14T15:05:43.000+0000,005OH0000071DK9YAM,2025-11-14T15:05:43.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fmzmOYAQ,False,,23765345,0030A0000029hBnQAI,0010A000002w57NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:31:56.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T15:31:56.000+0000,0055o000002DK5fAAG,2025-11-14T15:31:57.000+0000,0055o000002DK5fAAG,2025-11-14T15:31:57.000+0000,(905)413-7700,,dpolson@pbfinancial.com,(905)305-0885,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fn4J4YAI,False,,23764766,003G0000018f6hHIAQ,0010A000002wOhXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"***2025/11/14***
 
 
==================================================================================
Changed the middle initial of the CL policy to reflect the middle initial in the middle initial field of the LL policy.
CL Client ID:  4318048476 LL Client ID: 0001529216
==================================================================================
 ***Email Chain***
Hi Jaclyn,

Thank you for contacting Workspace Support regarding your merge issue. We have corrected the accounts in our system, and you will be able to merge the accounts using the merge prompt in 2-4 business days If you have any other questions, please reach out and let us know!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, November 4, 2025 4:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission - C23764766

This is an alert to let you know that Jaclyn An (jaclyn. an@ canadalife. com) has submitted a merge issue. Client details: First name: TRAVIS Middle name (if applicable): L Last name: MILLS DOB: March 24, 1968 Policy Number(s): 60908677T, 9286688-9
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Jaclyn An (jaclyn.an@canadalife.com) has submitted a merge issue.
 
Client details:
First name: TRAVIS
Middle name (if applicable): L
Last name: MILLS
DOB: March 24, 1968
Policy Number(s): 60908677T, 9286688-9
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000005IxGa/travis-l-mills
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000d68eE/travis-l-mills
URL 3: 
URL 4: 
Additional details:",True,2025-11-14T15:28:04.000+0000,False,False,005OH00000BFPZIYA5,2025-11-14T15:20:28.000+0000,005OH00000BFPZIYA5,2025-11-14T15:28:05.000+0000,005OH00000BFPZIYA5,2025-11-14T15:28:05.000+0000,(604)868-1522,(604) 868-1522,gary@ghughesgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fn5WsYAI,False,,23765338,003G0000018f6p7IAA,0010A000002wOqqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided

**EMAIL**

Hi Victor,

As mentioned in my previous email, please see below for your password-protected Excel file:
T4Z9SH2ATC

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Victor,

Thank you for your response.

Please find the attached file of the requested Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: VICTOR WANG <victor.wang@victorwealth.ca> 
Sent: November 16, 2025 8:29 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: Client Listing Request /Case23765338
Importance: High

HI, Carmen, Thanks for your email. Please see my code below: Canada Life Advisor #: F0278 (corporation) Advisor #: F3492 Advisor #: F6559 Office Code: LZCAV Office: VICTOR WANG INVESTMENTS My advisor code with Financial Horizon: H2753 Individual
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
HI, Carmen,
Thanks for your email.
Please see my code below:

Canada Life
Advisor #: F0278 (corporation)
Advisor #: F3492   
Advisor #: F6559
Office Code: LZCAV
Office: VICTOR WANG INVESTMENTS

My advisor code with Financial Horizon: H2753 Individual and H2752 Corporate.

London Life:LL21772-4
Great West Life code: 675848   Critical illness and disability insurance code 665856.

Thanks a lot.


Dun (Victor) Wang    MBA President
Victor Wang Investments and Wealth Management Inc. 
300-1350 René-Lévesque West,  
Montreal, Québec, H3G 1T4
Cellular: 514-885-1818
victor.wang@victorwealth.ca
Fax: 514-931-9553
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



Good morning Victor,

Our team received your request for the Insurance Client Listings report. Could you please provide us the advisor code (ex. Canada Life, MGA, Producer, ADSL, five-characters long) for us to look into?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-14T15:31:46.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T15:31:46.000+0000,005OH0000071DK9YAM,2025-11-18T17:33:32.000+0000,005OH0000071DK9YAM,2025-11-18T17:33:32.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fn7yRYAQ,False,,23764299,0030A0000029cXbQAI,0010A000002w1EfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:10:35.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T15:10:35.000+0000,0055o000002DK5fAAG,2025-11-14T15:10:35.000+0000,0055o000002DK5fAAG,2025-11-14T15:10:35.000+0000,(519)376-0095,,steven.coffey@ipcc.org,(519)376-2978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fn8L3YAI,False,,23765146,003OH00000XD7K1YAL,001OH00000fEnPdYAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR-W1510,Medium,"Name: RIHANA PEIMAN
Advisor or support staff: Advisor
Advisor Code: MGA CODE H9509
Advisor Name: REIHANEH PEIMAN
Phone:	
Email: rihana.p.finances39@gmail.com		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: Registered User ID rpeiman@clext and receiving ERR-W1510 when trying to complete the WP registration

FINDINGS: CHECKED SIEBEL, FOUND REIHANEH PEIMAN MGA CODE H9509

ERROR REF KB0020538. 
ERR-W1510 - External Bridge setup issue between Siebel and Salesforce---NEED TO CREATE A SNOW TICKET/SEND TO Digital Hub – Application Support

1 SF PROFILE WITH THE NAME/ADV CODE AND HAS TEST DUMMY EMAIL.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000BgkLXYAZ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000XETgoYAH%26cntc%3D003OH00000XETgoYAH%26id%3D005OH00000BgkLXYAZ

IN ANOTHER EMAIL TO MELINDA, RIHANA NOTED SHE CALLED INTO SUPPORT AND WAS TOLD TO ALLOW 48HRS SO SHE MAY HAVE BEEN TRYING TO REGISTER WITHIN THE 48HRS HOWEVER THE EMAIL DM SENT TO HER SHOWS NOV 10 AND SF SHOWS THE SAME SO ITS BEEN MORE THAN 48HRS.

SENT FOLLOW UP REQUESTING MORE INFO SO I CAN CONFIRM MY FINDINGS BEFORE SENDING A SNOW TICKET

--------------------------------------***DDS  11/18/2025***--------------------------
UPDATE RECEIVED
Yes, please! All fixed. Thank you!

--------------------------------------***DDS  11/18/2025***--------------------------
RESOLUTION: NO RESPONSE. SENT FINAL EMAIL. CLOSING TICKET
--------------------------------------***DDS  11/18/2025***--------------------------
Hello Rihana,

As we have not received any responses from you, we’re going to close this request. 

Should you require additional assistance do contact us, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/17/2025***--------------------------
SENT 2ND FOLLOW UP EMAIL
--------------------------------------***DDS  11/17/2025***--------------------------
Hello Rihanna,

Following up on the below email. 

Please do let us know if you still require assistance, thank you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/14/2025***--------------------------
Hello Rihana,

I see you’re receiving ERR-W1510 when attempting to register for Workspace Access which our team here at Workspace Support can help with.

Can you please let us know if you’re the advisor, complete name and advisor code or if you support an advisor/the advisor’s code as well please confirm the user id you created was rpeiman.

Looking forward to your response so we can further investigate this issue for you, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/14/2025***--------------------------
EMAIL RECEIVED FROM Melinda Bascoguin FOR RIHANA PEIMAN
--------------------------------------***DDS  11/14/2025***--------------------------
Hi Rihana,

Thanks for letting me know.  I will have the CL Workspace Support CLWorkspaceSupport@canadalife.com assist you with this.  

Alternatively, you can call the Service Desk: 1-800-475-7001 for a quick resolution.


Regards,     
                               
Melinda Bascoguin, ACS, ALMI
Regional Sales Associate, Insurance
Distribution Excellence
Ph: (604) 331-2465

Four Bentall Centre, Box 49203
1055 Dunsmuir Street, Suite 1500 
Vancouver, BC V7X 1K8

For in-force policies or general questions: save time by Live Chat on Workspace with this link Advisor Support (9 am – 7 pm ET) or call 1-888-252-1847 (8 am – 8 pm ET).



 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: RIHANA PEIMAN <rihana.p.finances39@gmail.com> 
Sent: November 13, 2025 8:57 AM
To: Bascoguin, Melinda <Melinda.Bascoguin@canadalife.com>
Subject: [EXT] Re: Welcome to Canada Life - We're here to Help

Morning Melinda, Thanks for the information. Although I have created a username, I still receive the following error to login into workspace. Thanks, R On Mon, Nov 10, 2025 at 8: 47 AM Bascoguin, Melinda <Melinda. Bascoguin@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Morning Melinda,

Thanks for the information. Although I have created a username, I still receive the following error to login into workspace.
Thanks,
R

 

On Mon, Nov 10, 2025 at 8:47 AM Bascoguin, Melinda <Melinda.Bascoguin@canadalife.com> wrote:
 
Hi Rihana,
Welcome to Canada Life! We’re your dedicated insurance sales team and we’re here to support you from day one. 
To help get you started:
•       New Business toolkit - How to submit apps & access illustrations 
•       Contact Card – Save our info, including links to important inboxes
•       Workspace (secure Advisor Portal) – Haven’t registered yet? Register here
 
When advisors think of Canada Life, they talk about our competitive term rates, our strong participating (PAR) whole life offering, and our comprehensive Living Benefits lineup that help start meaningful client conversation. 
If you’re not sure where to begin, reply to this email or give us a call. We’re happy to walk you through it.
Kindly note that we have a presentation on November 12, 2025 (1:00 – 2:00 p.m. EST) reviewing Canada Life insurance products and web-based tools. To join Register here. CE credits are available.
 
Regards, 
 
Stephanie Soulodre
Regional Sales Rep, Inside Sales, Insurance
Ph: 604-331-2491
Stephanie.Soulodre@canadalife.com
 
Melinda Bascoguin 
Regional Sales Associate, Insurance 
Distribution Excellence  
Ph: 604-331 2465
Melinda.Bascoguin@canadalife.com
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus p",True,2025-11-18T21:06:13.000+0000,False,False,005OH00000AUS7aYAH,2025-11-14T15:27:56.000+0000,005OH00000AUS7aYAH,2025-11-18T21:27:47.000+0000,005OH00000AUS7aYAH,2025-11-18T21:27:47.000+0000,(778)512-3038,,rihana.p.finances39@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnC3iYAE,False,,23765423,0030A0000029hBnQAI,0010A000002w57NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:33:23.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T15:33:23.000+0000,0055o000002DK5fAAG,2025-11-14T15:33:24.000+0000,0055o000002DK5fAAG,2025-11-14T15:33:24.000+0000,(905)413-7700,,dpolson@pbfinancial.com,(905)305-0885,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnCyBYAU,False,,23766212,003OH0000080eoxYAA,001OH000009n7PrYAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"need info 

**EMAIL**

Good morning Jim and Michaela,

Our team handle Wealth and/or Insurance Client Listings report to external (field) users. Could you please provide us the advisor’s name and advisor codes (ex. Canada Life, MGA, Producer, ADSL, five-characters long) for us to look into? And please let us know the report is for which type of business (Wealth/Insurance).


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Healy, Tara <Tara.Healy@advicecanada.com> 
Sent: November 12, 2025 1:26 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Jim Brownlee <jim@qpg.ca>; Brownlee, Michaela <michaela@qpg.ca>
Subject: FW: AUA query

Hello Wealth Reporting hoping that you can help run an AUA report as per the below thanks! 

Thank you,
Tara

Tara Healy 
Business Development Consultant | Alberta
Tara.Healy@advicecanada.com | 403-750-2113

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy


From: Jim Brownlee 
Sent: November 6, 2025 5:21 PM
To: Healy, Tara 
Cc: Brownlee, Michaela 
Subject: [EXT] RE: AUA query

Hi Tara. Just looping back on this email from last week. Thanks for providing some direction. Jim From: Jim Brownlee Sent: October 30, 2025 1: 25 PM To: Healy, Tara <tara. healy@ advicecanada. com> Cc: Michaela Brownlee <michaela@ qpg. ca>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hi Tara. Just looping back on this email from last week. Thanks for providing some direction. 

Jim

From: Jim Brownlee 
Sent: October 30, 2025 1:25 PM
To: Healy, Tara <tara.healy@advicecanada.com>
Cc: Michaela Brownlee <michaela@qpg.ca>
Subject: AUA query

HI Tara. If we wanted to know our full AUA with both CL and Quadrus, is there a place we go to see this? Thanks very much. 

Jim Brownlee, CFP, CLU, CH.F.C.
Principal
Quantum Planning Group Inc.
jim@qpg.ca
403-860-1495
Suite 200, 229 – 11 Avenue SE
Calgary, AB, T2G 0Y1

 

Insurance – Wealth – Estate

www.qpg.ca

Assistant:
Lahzia Seder
Lahzia.seder@advicecanada.com",True,2025-11-14T15:48:36.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T15:48:28.000+0000,005OH0000071DK9YAM,2025-11-14T15:48:36.000+0000,005OH0000071DK9YAM,2025-11-14T15:48:36.000+0000,(778)679-8552,,michaela@qpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnDVxYAM,False,,23764480,003G0000018f6l8IAA,0010A000002wOmsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:14:44.000+0000,False,False,0050A000000WjqvQAC,2025-11-14T15:14:44.000+0000,0050A000000WjqvQAC,2025-11-14T15:14:44.000+0000,0050A000000WjqvQAC,2025-11-14T15:14:44.000+0000,(613)858-3892,6138583892,jeff@ciigroup.ca,(613)748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnF6LYAU,False,,23764623,0030A0000029oAYQAY,0010A000002wAsFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:17:41.000+0000,False,False,005OH000004oiYEYAY,2025-11-14T15:17:41.000+0000,005OH000004oiYEYAY,2025-11-14T15:17:41.000+0000,005OH000004oiYEYAY,2025-11-14T15:17:41.000+0000,(519)641-0778,,stasaw@rogers.com,(519)641-0778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnFfpYAE,False,,23764670,0030A0000029kqyQAA,0010A000002w86IQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace -Simple protect signature pending,Medium,"**DDS**11/14/2025
user send a signature request for 2 client appliction term 10 and 12. they are both showing pending as client confirm to sign.
user will verified with client if signature is completed proper if not will reach back KB0023158

Advisor’s name & phone number: GARY RAJOTTE
Application number: 60917716-0
Application id:60917648-2
ISAM ID (@clext):76159@clext
Description of the issue:user send a signature request for 2 client appliction term 10 and 12. they are both showing pending as client confirm to sign.

EMAIL==========
Hello ,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with the simple protect application signature request.
As we discuss earlier please verified if client completed the signature process completely, if once verified still having same issue please reached back to me I will forward this to our second level team.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T16:22:08.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-14T15:18:41.000+0000,005OH00000AZ3ZxYAL,2025-11-25T16:22:08.000+0000,005OH00000AZ3ZxYAL,2025-11-25T16:22:08.000+0000,(204)943-6828,,gary.rajotte@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnH05YAE,False,,23764779,0030A0000029kVZQAY,0010A000002w7qzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:20:41.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T15:20:41.000+0000,0055o000002DK5fAAG,2025-11-14T15:20:41.000+0000,0055o000002DK5fAAG,2025-11-14T15:20:41.000+0000,(855)770-2799,,david.martel@ipcc.org,(905)873-1878,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnLGbYAM,False,,23765163,0035o000005GX2fAAG,0015o000005pHQyAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:28:10.000+0000,False,False,0055o000001NWfMAAW,2025-11-14T15:28:10.000+0000,0055o000001NWfMAAW,2025-11-14T15:28:11.000+0000,0055o000001NWfMAAW,2025-11-14T15:28:11.000+0000,(647)446-1616,,preetumar@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnLWlYAM,False,,23765937,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conquest co-client issue - INC1856225,Medium,"INC1856225 for all info
==============
Bonjour Robert,

C’était un plaisir de vous parler ce matin au sujet d’un ajout d’un co-client, Sophie Lacroix au plan de Davie Fournier dans Conquest.

J’ai escaladé ce problème à notre équipe du Laboratoire Digital pour qu’ils puissent vérifier comment résoudre cette situation et je vous tiens au courant dès que je reçois une réponse de leur part.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2026-01-29T15:55:45.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-14T15:43:21.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:55:45.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:55:45.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnNv7YAE,False,,23765392,003G0000018f6u2IAA,0010A000002wOvvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor support was inquiring on behalf of a client that would like to link their TFSA with their husbands RRSP and mother's Open account, Assist desk advised this may be a query for their RSA , I provided the information to the caller and they will reach out to their RSA.

*****

Hi Karen , thank you for contacting workspace support today.

It was a pleasure speaking with you. Today just to recap our conversation a client of yours is the POA of their mother and husband and would like to link their portfolio’s together using the same email. Your Reginal sales associate Jack Filmon jack.filmon@canadalife.com should be able to confirm if that would be something possible for the client. If you have any issues, please let me know in your reply to this email.

We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-14T16:08:07.000+0000,False,False,005OH00000BFQFCYA5,2025-11-14T15:32:48.000+0000,005OH00000BFQFCYA5,2025-11-14T16:08:07.000+0000,005OH00000BFQFCYA5,2025-11-14T16:08:07.000+0000,(226)440-6453,(519) 575-6453,michael.brewitt@brewittfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnPSIYA2,False,,23766188,003G0000018f6znIAA,0010A000002wP2RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:48:03.000+0000,False,False,0050A000000WjqvQAC,2025-11-14T15:48:03.000+0000,0050A000000WjqvQAC,2025-11-14T15:48:04.000+0000,0050A000000WjqvQAC,2025-11-14T15:48:04.000+0000,(613)902-7100,(613) 849-7041,bob@btfinancial.ca,(613)701-9725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnQL9YAM,False,,23766482,0030A0000029ZndQAE,0010A000002vz1wQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:53:57.000+0000,False,False,005G0000002gxxjIAA,2025-11-14T15:53:57.000+0000,005G0000002gxxjIAA,2025-11-14T15:53:58.000+0000,005G0000002gxxjIAA,2025-11-14T15:53:58.000+0000,(438)763-2308,,geraldguilmet@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnRfOYAU,False,,23765818,0030A0000029cgJQAQ,0010A000002w1KTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Application,Medium,"****DDS**** 11/14/2025
User calling about missing application for submitted application following KB0023235, I referred user to NBC 

****email chain****
Hello Chris, 

     Thank you for calling Canada life workspace support. It was a pleasure assisting today. With the application sometimes it could have been processed and that’s why you don’t see it. It would be best to reach out to your NBC to verify the status of the application: NBInquiry.Team7@canadalife.com or Christine Koukoulidis +1-647-264-1595. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T15:52:43.000+0000,False,False,005OH00000BFQFHYA5,2025-11-14T15:41:05.000+0000,005OH00000BFQFHYA5,2025-11-14T15:57:51.000+0000,005OH00000BFQFHYA5,2025-11-14T15:57:51.000+0000,(306)596-3261,(306) 501-0417,thompsonc024@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnTB3YAM,False,,23768351,0030A0000029bkwQAA,0010A000002w0cCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:27:40.000+0000,False,False,005G0000002gxxjIAA,2025-11-14T16:27:40.000+0000,005G0000002gxxjIAA,2025-11-14T16:27:40.000+0000,005G0000002gxxjIAA,2025-11-14T16:27:40.000+0000,(819)566-6470X1105,819 829-0942,jmcmahon@planifglobale.com,(819)780-1655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnXckYAE,False,,23766465,0030A0000029fEfQAI,0010A000002w3SfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"User was receiving error message when signing into their Workspace account. User needed to change the drop down of how associated with Canada Life to correct the issue. 

Email: irshad@miinsurance.ca 
Code: E3217

******************************************
Good morning, Muhammad

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace account!
 
I'm glad I was able to assist you with signing into your account, just as a reminder you want to change the association from ‘Advisor Solutions’ to 'MGA' in the dropdown of “How are you associated with Canada Life”.
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T16:06:50.000+0000,False,False,005OH00000BG5v4YAD,2025-11-14T15:53:38.000+0000,005OH00000BG5v4YAD,2025-11-14T16:06:50.000+0000,005OH00000BG5v4YAD,2025-11-14T16:06:50.000+0000,(647)853-3030,,irshad@miinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnYs9YAE,False,,23766445,003G0000018f7xjIAA,0010A000002wQ3uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Requesting to link workspace profile,Medium,"Tried to investigate if the request is possible. However MA Donna end the call while on hold. As per assist, we can't link profiles as ADSL and ID workspace have different line of business.

===========================

Hi Donna,

Thank you for contacting the workspace support about the possibility of linking several workspace profiles under your company.

After going through my investigation, it is identified that we can’t link those profiles because each profiles includes different line of business. I understand that our line got disconnected and I apologized for that. Please don’t hesitate to call us back if you need further assistance anything related to workspace.

Thank you!",True,2025-11-14T16:12:36.000+0000,False,False,005OH00000BFPZHYA5,2025-11-14T15:53:12.000+0000,005OH00000BFPZHYA5,2025-11-14T16:25:28.000+0000,005OH00000BFPZHYA5,2025-11-14T16:25:28.000+0000,(204)515-4004,(204) 292-0138,rob@bayviewfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnafSYAQ,False,,23766653,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T15:57:21.000+0000,False,False,0055o000001NWfMAAW,2025-11-14T15:57:21.000+0000,0055o000001NWfMAAW,2025-11-14T15:57:21.000+0000,0055o000001NWfMAAW,2025-11-14T15:57:21.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnfATYAY,False,,23766955,0030A0000029ZhpQAE,0010A000002vywmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:03:09.000+0000,False,False,005OH00000245RQYAY,2025-11-14T16:03:09.000+0000,005OH00000245RQYAY,2025-11-14T16:03:10.000+0000,005OH00000245RQYAY,2025-11-14T16:03:10.000+0000,(450)721-4999,,ychapinc@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fngBPYAY,False,,23767336,0030A000002UU2DQAW,0010A000003Gj5LQAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace access - Alex Frankland,Medium,"****DDS****01/12/26 

Rachel (Business Development Consultant) reached out regarding Alex Frankland's registration for MGA Workspace. Following the last interaction, Alex could not provide their User ID and was advised to contact DM. Advisor was referred to previous email and to give us a call once they have their User ID and still cannot complete the registration steps.

****DDS****11/14/25

Contacted user to assist with registration - found out user does not recall their User ID for MGA WS channel
Referred user to DM and provided steps for registration with screenshots
=======================================================================================


****Email Chain****

Good day Rachel and Alex,

Thank you for contacting Workspace Support regarding Alex’s MGA Workspace access.

I contacted Alex to assist with the registration process on 11/14/25 but we were unable to complete the registration process for the MGA account because Alex could not recall their User ID for the MGA profile. To register for Workspace, Alex will need their User ID and password. Alex was advised to reach out to Distribution Methodology via email: distribution_methodology@canadalife.com  for assistance with retrieving it.

@Frankland, Alex please refer to the email sent 11/14/25 from CL Workspace Support. The email also contains steps and screenshots on how to complete registration once you have your user ID from Distribution Methodology. Once you have obtained your User ID from the team and still need assistance, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: January 12, 2026 12:36 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Frankland, Alex <alex@baywealth.ca>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: FW: MGA Workspace access - Alex Frankland
Importance: High

Hello, 

I wanted to follow up to ensure that someone had reached out to Alex to assist him with his MGA Workspace access? See below.

Alex currently does not have access and needs assistance to complete this set up.

Thank you,
Rachel

Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857

In partnership with:

Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Croucher, Rachel 
Sent: November 13, 2025 3:02 PM
To: CL Workspace Support 
Cc: Frankland, Alex ; Croucher, Rachel 
Subject: MGA Workspace access - Alex Frankland

Hello Workspace, 

Please contact Alex to arrange a time to assist with his MGA Workspace access. Our records indicate that the user ID has been created; however, the registration process remains incomplete.

Alex, once this step is completed, kindly let me know as I would also like to schedule time with you to ensure the Advice Canada Portal is properly set up.


Thank you,
Rachel

Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857

In partnership with:

Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.



Good day Alex,

Just to recap, we were unable to complete the registration process for your MGA account because you do not recall your User ID for the MGA profile. To register for your MGA Workspace, you will need your User ID and password. Since you do not remember your User ID, reach out to Distribution Methodology at distribution_methodology@canadalife.com for assistance with retrieving it. 
 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do. When resetting your password, enter your User ID with @clext at the end. If you need assistance with resetting your password, let us know.
 
 
 
 
 Here are the steps below for the registration process once you get your User ID from Distribution Methodology:

1. Follow the registration link
•	https://lifeco.my.site.com/workspace/s/login/SelfRegister

2. Enter the RepNet user ID and Password
 
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
 
7. A verification email will be sent to your email address
 
 
 
 
8. Verify the email by clicking Verify Now. Your account will be activated once the email is verified
 
 
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.canadalife.com
•	https://espaceaffaires.canadavie.com
 
 
 
11. You then enter your email and password to access Workspace.
 
If you need any assistance with registering, please reach out to us and we can set up a time to call and go over the steps with you.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: November 13, 2025 12:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Frankland, Alex <alex@baywealth.ca>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: MGA Workspace access - Alex Frankland

Hello Workspace, 

Please contact Alex to arrange a time to assist with his MGA Workspace access. Our records indicate that the user ID has been created; however, the registration process remains incomplete.

Alex, once this step is completed, kindly let me know as I would also like to schedule time with you to ensure the Advice Canada Portal is properly set up.


Thank you,
Rachel

Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857

In partnership with:

Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-11-14T16:30:11.000+0000,False,False,005OH0000097FtCYAU,2025-11-14T16:10:01.000+0000,005OH0000097FtCYAU,2026-01-12T22:24:38.000+0000,005OH0000097FtCYAU,2026-01-12T22:24:38.000+0000,(902)482-9665,,alex.frankland@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnhgzYAA,False,,23768387,0030A0000029bkwQAA,0010A000002w0cCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:28:14.000+0000,False,False,005G0000002gxxjIAA,2025-11-14T16:28:14.000+0000,005G0000002gxxjIAA,2025-11-14T16:28:14.000+0000,005G0000002gxxjIAA,2025-11-14T16:28:14.000+0000,(819)566-6470X1105,819 829-0942,jmcmahon@planifglobale.com,(819)780-1655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fniOWYAY,False,,23768904,0030A0000029jbkQAA,0010A000002w76SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:37:03.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T16:37:03.000+0000,005OH000003ds0PYAQ,2025-11-14T16:37:03.000+0000,005OH000003ds0PYAQ,2025-11-14T16:37:03.000+0000,(613)530-3560,,nelson@sintrawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnit7YAA,False,,23767299,003G0000018f6XJIAY,0010A000002wOUOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Workspace,Medium,"Name:Ward Coulson
Advisor or support staff: Advisor
Advisor Code: LL01002/ F0965
Advisor Name: Ward Coulson
Phone: (519) 641-4980	
Email: Name: ward.coulson55@gmail.com
1. Siebel verification: he couldn't confirm the address on file.
2. Last Login to Workspace: over 6 months ago.

Issue: he's semi retired/doesn't use 
CL systems anymore. received call from CL
told him to check off box on Workspace to say
he's satisfied with CRM download data
old sign in to Workspace/locked out.
spoke to someone received help to setup
SF authenticator

FOUND ward.coulson55@gmail.com 
no auth setup. says he might
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001duroQAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028wj8QAA%26cntc%3D0030A0000028wj8QAA%26id%3D0050A000001duroQAA


Did log me in session
he couldn't access Workspace, cleared cookies/cache on Chrome
tried to sign in  ERR-W1282, KB0020561 
had him click forgot password-received and changed password.
signed into workspace/setup SF authenticator.
he was now able to sign into Workspace. tested again to be sure. 
he was also able to confirm the CRM data requirement in Workspace and check the acknowledgement.

sent followup
--------------------------------------***DDS  11/14/2025***--------------------------
Hello Ward,

It was a pleasure speaking to you earlier and helping you setup the Sales Force Authenticator app on your phone to access Workspace.
 
Here is a recap of what we did today during the log me in session.
1.	You couldn’t access the Workspace website, page not found, we cleared the cookies/cache on Chrome and you were able to get to the website. 
2.	Had you sign into Workspace, you were prompted to setup Multifactor Authentication
3.	You received ERR-W1282, which indicated an invalid password. I had you re-set your password. 
4.	Then had you setup your Sales Force Authenticator on your phone
5.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

You were also able to confirm the CRM data requirement in Workspace and check the acknowledgement.

Note: With regards to your address verification /updating the information on file, I know you mentioned you’re in the process of retiring and may not need to make changes however I would still advise to ensure your information on file with Canada Life is correct, please reach out to contracts&compensation@canadalife.com and also inquire as to what your Advisor codes are for future needs

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-14T16:58:11.000+0000,False,False,005OH00000AUS7aYAH,2025-11-14T16:09:19.000+0000,005OH00000AUS7aYAH,2025-11-14T16:58:43.000+0000,005OH00000AUS7aYAH,2025-11-14T16:58:43.000+0000,(519)435-7900,,ward@wardcoulson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnk5MYAQ,False,,23769920,0035o0000069YscAAE,0015o000006hwoOAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:54:35.000+0000,False,False,0055o000002KxmIAAS,2025-11-14T16:54:35.000+0000,0055o000002KxmIAAS,2025-11-14T16:54:35.000+0000,0055o000002KxmIAAS,2025-11-14T16:54:35.000+0000,(519)742-6650,,danna.kearney@continuumfc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnk8YYAQ,False,,23768082,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:22:46.000+0000,False,False,005OH00000245RQYAY,2025-11-14T16:22:46.000+0000,005OH00000245RQYAY,2025-11-14T16:22:46.000+0000,005OH00000245RQYAY,2025-11-14T16:22:46.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnm3tYAA,False,,23767579,003G0000018f6YFIAY,0010A000002wOVKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace-MFA AUTHENTICATOR,Medium,"**DDS**11/14/2025
User had his authenticator diconnect accidently,
authenticated user and reset authenticator.
connect with salesforce app succesfully.
EMAIL==============
Hello Bob,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you regarding the Authenticator app today.

On our call we disconnect your authenticator with link with our account nad reconnect with salesforce authenticator.

We were able to log in your account and access your workspace account.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-11-14T16:37:36.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-14T16:14:24.000+0000,005OH00000AZ3ZxYAL,2025-11-14T16:37:37.000+0000,005OH00000AZ3ZxYAL,2025-11-14T16:37:37.000+0000,(613)354-2726,(613) 531-1686,bob@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnq7VYAQ,False,,23767942,0030A0000029mkBQAQ,0010A000002w9i8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:20:19.000+0000,False,False,0050A000000WjqvQAC,2025-11-14T16:20:19.000+0000,0050A000000WjqvQAC,2025-11-14T16:20:19.000+0000,0050A000000WjqvQAC,2025-11-14T16:20:19.000+0000,(613)836-0303,(613) 220-6625,bill.jory@joryfinancial.com,(613)836-0330,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fntDUYAY,False,,23769384,003OH00000Xfy8aYAB,001OH00000fyWM1YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:45:09.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T16:45:09.000+0000,005OH000006owoYYAQ,2025-11-14T16:45:10.000+0000,005OH000006owoYYAQ,2025-11-14T16:45:10.000+0000,(306)763-8287,,preston.rindal@btrfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnuEOYAY,False,,23769547,003G0000018f6T5IAI,0010A000002wOPPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre issue,Medium,"MA was able to access investment centre this morning and suddenly stop working. Tried to do TS steps but no good. Followed KB0021772  - Investment Centre SSO Issues. Escalated for further investigation - INC1856364
=================================

Yes, everything is working well on my end!
Thank you very much for you help 😊

Many Thanks, 

Erin Lewis
Business Manager
(506) 857-8727
CHARLES STREET FINANCIAL www.charlesstreetfinancial.com


Hi Erin,

This is to confirm that as per our request, the team have reached out and confirm that you are able to access Investment Centre as of this time. My apologies if the update took for a while as we just want to make sure that everything is check and working on your end.

Appreciate your patience  on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


Hi Erin,

Thank you for contacting the workspace support about the sudden issue happened when accessing Investment Centre.

We tried to do some trouble shooting steps, but it did not resolve the issue and we ended up getting it escalated for further investigation. I understand this might be frustrating on your end however rest assured that I will be working on this case for you. An update will be provided through this email once everything is worked on.

Appreciate your patience on this matter. Thank you!",True,2025-11-25T14:37:33.000+0000,False,False,005OH00000BFPZHYA5,2025-11-14T16:48:03.000+0000,005OH00000BFPZHYA5,2025-11-25T18:01:09.000+0000,005OH00000BFPZHYA5,2025-12-13T02:02:20.000+0000,(877)857-8727,(506) 227-7077,andy.marr@csfi.ca,(506)857-8747,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnufmYAA,False,,23768816,0030A0000029a7sQAA,0010A000002vzL9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:35:32.000+0000,False,False,005OH000005URvxYAG,2025-11-14T16:35:32.000+0000,005OH000005URvxYAG,2025-11-14T16:35:32.000+0000,005OH000005URvxYAG,2025-11-14T16:35:32.000+0000,(780)709-5319,,jothiamoo@gmail.com,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnuhRYAQ,False,,23770714,0030A0000029X3IQAU,0010A000002vwifQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T17:08:24.000+0000,False,False,005OH000005URvxYAG,2025-11-14T17:08:24.000+0000,005OH000005URvxYAG,2025-11-14T17:08:25.000+0000,005OH000005URvxYAG,2025-11-14T17:08:25.000+0000,(780)668-1770,,jason@zdybfinancials.com,(780)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnxCHYAY,False,,23769717,0030A0000029VkYQAU,0010A000002vvcSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:50:58.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T16:50:58.000+0000,0055o000002DK5fAAG,2025-11-14T16:50:58.000+0000,0055o000002DK5fAAG,2025-11-14T16:50:58.000+0000,(647)638-5090,6476385090,luisa.hrysio@dfsin.ca,(416)695-1713,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fnyoDYAQ,False,,23768728,0030A0000029b3mQAA,0010A000002w06AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Paperless Report Request,Medium,"report provided 

**EMAIL**

Hi Mike,

As mentioned in my previous email, please see below for your Excel file password(s):
8P9YM8XKSW

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Mike,

Please find the attached file of a list of clients with paperless status in Investment Centre. A separate password email will follow to access the password-protected Excel file.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of Paper-basedclients. The details are as follows:

Request 1:
Advisor: 
Code: 

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EVJvCJWQCxdAhnW2uSaMRLwB3f1uoVtPKj3T1ufnCyNaNQ?e=u3NJzC",True,2025-11-14T16:34:05.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T16:34:05.000+0000,005OH0000071DK9YAM,2025-11-14T16:39:55.000+0000,005OH0000071DK9YAM,2025-11-14T16:39:55.000+0000,(506)271-9325,,mike@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fo2BvYAI,False,,23769543,0030A0000029dl1QAA,0010A000002w2CrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:47:58.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T16:47:58.000+0000,0055o000002DK5fAAG,2025-11-14T16:47:58.000+0000,0055o000002DK5fAAG,2025-11-14T16:47:58.000+0000,(519)376-0095,,carla.black@ipcc.ca,(519)376-2978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fo2TeYAI,False,,23769177,003G0000018f7CnIAI,0010A000002wPGlQAM,,,,,,,012OH000000ijW5YAI,Open,,Email,,Merge issue,Medium,"***2025/11/14***
 
 
==================================================================================
 Unable to merge policies as there is a DOB discrepancy. Will escalate issue once Advisor responds back.
LL Client ID:  0854720316 LL Client ID: 0854720316  Asset#: F746359198
==================================================================================
 
***Email Chain***
 Hi Jolene,

Thank you for contacting Workspace Support regarding the merge issue below. We are unable to merge the accounts due to a DOB discrepancy. Can you please confirm if the correct DOB is reflected in Investment Centre and provide a screenshot so we can escalate the issue to our Digital Hub team for investigation? If Investment Centre is reflecting an incorrect DOB, please reach out to your aligned ASR (or Quadrus) to make the correction.

If you would like to get in contact with Quadrus about the Date of Birth discrepancy, please call 1-888-532-3322.

If you have any additional questions, feel free to reach out.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Wednesday, November 5, 2025 11:51 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Jolene (jolene@ avfinancial. ca) has submitted a merge issue. Client details: First name: Daniel Middle name (if applicable): Last name: Sexton DOB: August 30, 1967 Policy Number(s): 746359198, 746091716 Merge
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Jolene (jolene@avfinancial.ca) has submitted a merge issue.
 
Client details:
First name: Daniel
Middle name (if applicable): 
Last name: Sexton
DOB: August 30, 1967
Policy Number(s): 746359198, 746091716
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000WoEIUYA3/daniel-sexton
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000WoV7vYAF/daniel-sexton
URL 3: 
URL 4: 
Additional details:",False,,False,False,005OH00000BFPZIYA5,2025-11-14T16:41:44.000+0000,005OH00000BFPZIYA5,2025-11-14T16:44:04.000+0000,005OH00000BFPZIYA5,2025-11-14T16:44:04.000+0000,(250)724-9745,(250) 720-5530,aaron@avfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fo3UYYAY,False,,23771491,0030A000004A7xLQAS,0010A000004vIe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T17:21:04.000+0000,False,False,005OH000005URvxYAG,2025-11-14T17:21:04.000+0000,005OH000005URvxYAG,2025-11-14T17:21:04.000+0000,005OH000005URvxYAG,2025-11-14T17:21:04.000+0000,(780)431-0527,,arun.nair@igpwm.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fo3uQYAQ,False,,23772417,003G0000018f6VJIAY,0010A000002wOS0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T17:36:04.000+0000,False,False,0055o000002KxaMAAS,2025-11-14T17:36:04.000+0000,0055o000002KxaMAAS,2025-11-14T17:36:04.000+0000,0055o000002KxaMAAS,2025-11-14T17:36:04.000+0000,(403)617-4330,,stuart@libinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fo65qYAA,False,,23769440,0030A0000029gZ6QAI,0010A000002w4ZfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T16:46:11.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T16:46:11.000+0000,005OH000003ds0PYAQ,2025-11-14T16:46:11.000+0000,005OH000003ds0PYAQ,2025-11-14T16:46:11.000+0000,(905)428-9911,,nfallon@assante.com,(905)428-9922,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fo9etYAA,False,,23773331,003G0000018f7GDIAY,0010A000002wPL0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor was having issues accessing the learning Centre , I have provided a new workspace link and they were brought o a page that said this is for non - workspace users, I had Mark try the google chrome browser instead and they were able to access the page.
***********
Hi Mark, thank you for contacting workspace support today.

To recap our conversation, you were having some difficulty accessing the learning centre, we did a remote log me in session and I could see it was asking you to sign on as a non-workspace user. I had you try an alternate browser Google chrome and you could access the correct learning centre. I also mentioned that you can also try accessing from Microsoft edge but to clear your cache and cookies below I’ll provide steps on how to.

Select the 3 dots in your top right corner of your browser
 

Select history, then select the trash icon 

 

Then you want to ensure these 4 boxes are ticked off , then you will select Clear now.
 

If the issue persists you may have to contact learningcentreadministrator@canadalife.com for assistance.

We would love to hear your feedback , I would appreciate if you could fill out this survey",True,2025-11-14T18:12:53.000+0000,False,False,005OH00000BFQFCYA5,2025-11-14T17:51:28.000+0000,005OH00000BFQFCYA5,2025-11-14T18:27:14.000+0000,005OH00000BFQFCYA5,2025-11-14T18:27:14.000+0000,(250)763-1114,,mark.roberts@canadalife.com,(250)763-2214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foCuSYAU,False,,23770903,0030A0000029oHLQAY,0010A000002wAxBQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T17:11:40.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T17:11:40.000+0000,005OH000003ds0PYAQ,2025-11-14T17:11:40.000+0000,005OH000003ds0PYAQ,2025-11-14T17:11:40.000+0000,(905)434-6065,,,(416)313-5490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foDwyYAE,False,,23771129,0030A0000029gi1QAA,0010A000002w4gzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T17:15:30.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T17:15:30.000+0000,005OH000003ds0PYAQ,2025-11-14T17:15:31.000+0000,005OH000003ds0PYAQ,2025-11-14T17:15:31.000+0000,(613)394-8200,,yvonne.weatherell@raymondjames.ca,(613)394-8205,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foFtxYAE,False,,23775039,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:20:44.000+0000,False,False,005OH000001cCPNYA2,2025-11-14T18:20:44.000+0000,005OH000001cCPNYA2,2025-11-14T18:20:45.000+0000,005OH000001cCPNYA2,2025-11-14T18:20:45.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foFtyYAE,False,,23775088,0030A00000ApRtrQAF,0010A00000BP7N8QAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support,Medium,"Hi Penny,

I tried calling you, but my call was forwarded to your voicemail (I left a message).

I would like to set up a phone call with you to help you with your access issue. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back

	We will reach you at the phone number on file 

I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Info@cwa.life <info@campagnarowealth.ca> 
Sent: November 14, 2025 9:42 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mauro Campagnaro <mauro@campagnarowealth.ca>
Subject: [EXT] Account has Been Temporarily Blocked - Campaganro Wealth Advisory 
Importance: High

Hello Please can you help me to regain access to my online login. I'm the assistant of Mauro Campagnaro - Advisor Code E6158 My user ID is PennyLJones Sincerely, Penny Lambert-Jones (BA Hons) Executive Assistant to Mauro Campagnaro Click here
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello

Please can you help me to regain access to my online login.

I'm the assistant of Mauro Campagnaro - Advisor Code E6158

My user ID is     PennyLJones

 



Sincerely,
 
Penny Lambert-Jones (BA Hons)
Executive Assistant to Mauro Campagnaro
 

Click here to BOOK A MEETING
Main: 587.760.1877 ex 102
Fax: 1.800.616.1054 or 289.451.1855
info@campagnarowealth.ca  |  www.campagnarowealth.ca

Mauro Campagnaro
CEO | BA Econ | Author | Educator

SECURE FILE UPLOAD HERE

 
“Seek to understand first, then focus on the needs of Individuals and Entrepreneurs to fulfill their dreams today and for tomorrow.”
Life Insurance | Critical Illness Insurance | Disability Insurance | Individual & Group Health Insurance | Travel Insurance | TFSA | RRSP | RESP | RRIF & LIF | Annuities | Segregated Funds | Tax Advantage Strategies | Client Needs Analysis | Retirement Plan & Estate Solutions | Corp. Wealth Note
 

Follow me on  FACEBOOK
 
AGA/MGA: CF Canada Financial / The Gryphyn Advantage Inc. | Licensed in Alberta, British Columbia and Manitoba, Canada
This e-mail message and any attachments are intended only for the named recipient(s) and may contain information that is confidential and privileged. Any distribution, copying, or disclosure by anyone other than the intended recipient(s) is strictly prohibited. If you have received this message in error, please notify me by return e-mail and immediately delete all copies of this message. Thank you for your kind cooperation. Please be aware that messages sent over the internet may not be secure. Mauro Campagnaro has taken every reasonable precaution to ensure that this email is safe, but cannot accept any liability for any losses or damage sustained.",True,2025-11-14T18:25:43.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T18:21:31.000+0000,005OH00000AbCcLYAV,2025-11-14T18:25:43.000+0000,005OH00000AbCcLYAV,2025-11-14T18:25:43.000+0000,(403)616-9867,,mc@cornerstonewealthadvisory.ca,(289)451-1855,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foHAxYAM,False,,23770698,0030A0000029dIDQAY,0010A000002w1r8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Wealth and Insurance Client Listing Request,Medium,go over how to open an encrypted email,True,2025-11-14T17:08:06.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T17:08:06.000+0000,005OH0000071DK9YAM,2025-11-14T17:08:07.000+0000,005OH0000071DK9YAM,2025-11-14T17:08:07.000+0000,(905)631-8190,(905) 541-1293,jhedden@bryanandhedden.com,(905)631-8194,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foILXYA2,False,,23771210,003G0000018f6l5IAA,0010A000002wOmpQAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,DTC: Term conversion,Medium,"Good day Johnathan,

Thank you for contacting the Workspace Support team. We understand you're experiencing an issue with the Digital Term Conversion application.

Your issue was escalated for immediate investigation. We appreciate you bringing this to our attention and will investigate further. 

We thank you for your patience as we investigate this matter. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000AbCcLYAV,2025-11-14T17:16:41.000+0000,005OH00000AbCcLYAV,2025-11-14T17:45:17.000+0000,005OH00000AbCcLYAV,2025-11-14T17:45:17.000+0000,(905)243-6328,(289) 769-8288,planning@johnathanpollock.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foIn1YAE,False,,23771633,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T17:23:19.000+0000,False,False,005OH000005URvxYAG,2025-11-14T17:23:19.000+0000,005OH000005URvxYAG,2025-11-14T17:23:19.000+0000,005OH000005URvxYAG,2025-11-14T17:23:19.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foQ69YAE,False,,23771314,0030A000009HiVHQA0,0010A00000CHndhQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T17:18:09.000+0000,False,False,005G0000002gyDJIAY,2025-11-14T17:18:09.000+0000,005G0000002gyDJIAY,2025-11-14T17:18:10.000+0000,005G0000002gyDJIAY,2025-11-14T17:18:10.000+0000,(807)468-7057,(807) 407-4802,tforsyth@standardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foVkBYAU,False,,23772296,0030A0000029Zm2QAE,0010A000002vz0VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T17:34:20.000+0000,False,False,005OH000004pk06YAA,2025-11-14T17:34:20.000+0000,005OH000004pk06YAA,2025-11-14T17:34:21.000+0000,005OH000004pk06YAA,2025-11-14T17:34:21.000+0000,(905)762-1860,(416) 788-6503,brian.torch@qfscanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foVnOYAU,False,,23771885,003G000001EGiewIAD,0010A000002wRwLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Support Staff Lucy Cipollone need assistance in setting up MFA unfortunately I am seeing limited information about her workspace for authentication process. Inform Lucy about the process and she needs to hang up.

================
Hi Lucy,

Appreciate your response on my email.

Unfortunately, we cannot find your name anywhere in the system in relation to workspace. Can ask if you changed your name recently, or took over someone's account and if so, what is their name in order for me to investigate this one further.

Thank you!

Good afternoon, 

I do not have my old device, this is the error message that I am receiving.  I believe that it must be reset on your end.  Please advise

 

Regards, 
Lucy Cipollone | Target Benefit Administrators  
5100 Orbitor Drive, Suite 204, Mississauga ON L4W 4Z4
Toll Free: 1-888-660-6055 | Main: 416-740-1335 Ext. 233
Fax: 416-740-2291 | Email: lucyc@wlvinc.com  

Hi Lucy,

Thank you for contacting the workspace support about resetting up your multi-factor authenticator/MFA

Our priority is to make supporting your (colleagues/advisor) as seamless as possible while maintaining the highest standards of account security. Since resetting multi-factor authentication provides access to all Workspace information, we must verify and authenticate you before proceeding. Apparently, when I try to go over your file I have limited information to verify your information its as if you don’t have a workspace profile. I can investigate it further however it looks like you don’t have enough time for today.

Please don’t hesitate to call us back if you need assistance about this matter so we can look into this matter further. My apologies for the inconvenience.

Thank you!",True,2025-11-14T17:43:37.000+0000,False,False,005OH00000BFPZHYA5,2025-11-14T17:27:24.000+0000,005OH00000BFPZHYA5,2025-11-14T20:00:30.000+0000,005OH00000BFPZHYA5,2025-11-14T20:00:30.000+0000,(416)740-1142,,msterns@wlvinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foZUPYA2,False,,23772233,0030A0000029XHQQA2,0010A000002vwtLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Authenticator issue,Medium,"*11/14*
----------------
Sean Wilson
h0874
i had an sf authenticator, the phone we have on file 
phone number on file is not updated after they updated their apexa 2 - 3 days ago 
advised to reach out to MGA and request them to update the listed phone numbers associated with their code

*email*
----------------

Good afternoon Sean, 

Thank you for contacting the Workspace Support Team with your authenticator inquiry. 

You had removed your Salesforce authenticator app and wanted to register a new app. Unfortunately, due to the number in our system not matching the number you are calling from, we were unable to authenticate you and assist you. You already had updated you APEXA as previously asked but that did not filter through into our system yet. Please go to your MGA and request them to update your contact details ( phone number and address) aligned with the provided H code during our call. They can request the number be updated manually through their contact at Canada Life, after the update is done, we will be able to authenticate you and get you logged in. Once you have confirmation it’s complete or you have other questions or concerns, please reply to this email or you can just call us back.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T18:00:36.000+0000,False,False,005OH000008919xYAA,2025-11-14T17:33:24.000+0000,005OH000008919xYAA,2025-11-14T18:00:37.000+0000,005OH000008919xYAA,2025-11-14T18:00:37.000+0000,(403)228-8226,,sean@morainewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fogywYAA,False,,23773189,003OH00000Xbj01YAB,001OH00000fpw8uYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T17:48:53.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T17:48:53.000+0000,005OH000006owoYYAQ,2025-11-14T17:48:53.000+0000,005OH000006owoYYAQ,2025-11-14T17:48:53.000+0000,(306)525-5250,3065967719,cluangchaleun@thetylergroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fokOEYAY,False,,23773606,0030A000002v0cOQAQ,0010A000003gXPrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"Removed middle name from the middle name field in CIS on this account 0010A00000COGjiQAH and added it to the middle name field. Added middle name to the middle name field in CIS on this profile 0010A000004PtMoQAK.

This is an alert to let you know that Madelaine Doucette (madelaine@llpg.ca) has submitted a merge issue.
 
Client details:
First name: Cherri
Middle name (if applicable): N
Last name: DiGiacomo
DOB: February 1, 1960
Policy Number(s): 110265432, B714488-0, F594737491, 310087380, 310145226, 410357636
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000004PtMoQAK/cherri-digiacomo
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000COGjiQAH/cherri-n-digiacomo

=============================================================================

****Email Chain****

Hello Madelaine,

Thank you for contacting Workspace Support regarding your merge issue.
 
We have made a correction to your client’s name which should update in Workspace in 2-4 business days. At that time, you should be able to complete the merge for this client in Workspace.  If the merge prompt does not appear, please reach out and I’ll investigate further.
 
If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: November 6, 2025 12:25 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Madelaine Doucette (madelaine@ llpg. ca) has submitted a merge issue. Client details: First name: Cherri Middle name (if applicable): N Last name: DiGiacomo DOB: February 1, 1960 Policy Number(s): 110265432,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Madelaine Doucette (madelaine@llpg.ca) has submitted a merge issue.
 
Client details:
First name: Cherri
Middle name (if applicable): N
Last name: DiGiacomo
DOB: February 1, 1960
Policy Number(s): 110265432, B714488-0, F594737491, 310087380, 310145226, 410357636
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000004PtMoQAK/cherri-digiacomo
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000COGjiQAH/cherri-n-digiacomo
URL 3: 
URL 4: 
Additional details:",True,2025-11-14T17:56:30.000+0000,False,False,005OH000002iN7pYAE,2025-11-14T17:56:30.000+0000,005OH000002iN7pYAE,2025-11-14T17:57:47.000+0000,005OH000002iN7pYAE,2025-11-14T17:57:47.000+0000,(705)707-5574X210,(705) 493-0975,madelaine@llpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fokw6YAA,False,,23773591,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T17:56:01.000+0000,False,False,005OH000005URvxYAG,2025-11-14T17:56:01.000+0000,005OH000005URvxYAG,2025-11-14T17:56:01.000+0000,005OH000005URvxYAG,2025-11-14T17:56:01.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fonFlYAI,False,,23775169,0030A0000090YrfQAE,0010A000009wyuGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-11-14T19:22:26.000+0000,False,False,005OH000006uYruYAE,2025-11-14T18:22:58.000+0000,005OH000006uYruYAE,2025-11-14T19:22:26.000+0000,005OH000006uYruYAE,2025-11-14T19:22:26.000+0000,(204)325-7203,,sebastian@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fooRpYAI,False,,23773776,0030A000008QMOMQA4,0010A000009JkGiQAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support,Medium,"Hi Nathalie,

It’s been brought to our attention that you need assistance with your access to Workspace.

I would like to set up a phone call with you to help you. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code

	We will reach you at the phone number on file 

I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Raseta, Julia <Julia.Raseta@canadalife.com> 
Sent: November 13, 2025 12:58 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Workspace Access - NATHALIE DOIRON
Importance: High

Good Afternoon,

Nathalie Doiron has been experiencing repeated issues accessing her Workspace account and has reached out to us multiple times without receiving a resolution.

She mentioned that during the account authorization process, she was prompted to enter a 5-digit code, but the code she received contains 9 digits. This discrepancy is preventing her from completing the login process.

Could you please investigate this issue and assist Nathalie in gaining access to her account as soon as possible?

Thank you for your support.

Julia

Julia Raseta
Regional Sales Representative, Wealth Management
Phone: (416)-507-2891
Email: Julia.Raseta@canadalife.com

Michael Edmison
Regional Sales Manager, Wealth Management
Phone: (416)-706-9343
Email: Michael.Edmison@canadalife.com

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram",True,2025-11-14T17:59:31.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T17:59:31.000+0000,005OH00000AbCcLYAV,2025-11-14T17:59:31.000+0000,005OH00000AbCcLYAV,2025-11-14T17:59:31.000+0000,(905)243-1831,,nat1173@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000footHYAQ,False,,23774115,003OH00000L47qAYAR,001OH00000PgSPlYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Needs new QR code,Medium,"Name: ROBERT CHARLES RICHARDS
Advisor or support staff: Advisor
Advisor Code: H3778 MGA
Advisor Name: ROBERT CHARLES RICHARDS
Phone: (226) 237-1210
Email: robrichardswealth@gmail.com		
1. Siebel verification: COMPLETED.
2. Last Login to Workspace: COUPLES HOURS AGO. 11/14/2025 9:59 AM
Issue: has a new iphone. need a QR code to setup MFA, didn't get to scan it the first time. Using Google auth

FOLLOWED KB0020738. AUTHENTICATED AND CALLED HIM BACK ON SIEBEL #(226) 237-1210

REMOVED AUTH FROM SF PROFILE HAD HIM SETUP MFA AGAIN USING GOOGLE AUTHENTICATOR.
HE choose the verification method, scanned the QR code with Google Auth
he was then presented with a message saying we sent a one time verification code to your email, he received the code/entered it and was signed in which odd.
COULDN'T DO LOG ME IN, TOO MANY SCREENS/ADVISOR COULDN'T FIGURE OUT HOW TO NAVIGATE ME ONTO THE CORRECT MONITOR
had him try it twice, same thing. its bypassing the 2 factor MFA.
SF isn't showing Auth setup either.
Advisor is able to successfully sign into workspace as he's emailed the code each time.

Called Assist desk spoke to Jason. hasn't seen this prior. Jason will look into. says to tell the advisor to leave this as is for now and we'll look into/follow up.
----------
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000007KfuUYAS%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000L5EvzYAF%26cntc%3D003OH00000L5EvzYAF%26id%3D005OH000007KfuUYAS

--------------------------------------***DDS  11/17/2025***--------------------------
UPDATE RECEIVED ON INC1856684, CONFIRMED WITH JONATHAN I CAN SEND THE ADVISOR A FOLLOW UP/CLOSING THE CASE/INC TOO AS THIS WAS PRETTY STRAIGHT FORWARD.
***DAS****Update*******17th-Nov-2025

DDS, Advisor is using old url please help the advisor with providing new URL 


URL shortcut saved - https://workspace.canadalife.com/s/2fa-verify
expect URL shortcut - https://workspace.canadalife.com/s/login/?language=en_US

--------------------------------------***DDS  11/17/2025***--------------------------
Hello Robert,

Thanks for your patience while we investigated the MFA process. 

It was noted you’re using an old link for Workspace and as such not getting the correct process to Authenticate when signing into Workspace.

Please remove any old, saved browser links you have for Workspace from your favourites, then clear your cookies and cache, instructions below for Chrome and Edge.

Once done, please use this link, Workspace 

Edge
1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’

Chrome
1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Clear Data’ to complete

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/14/2025***--------------------------
update received with screenshot attached to this ticket.
Jason updated me to create a ticket/send to DAS
SENT INC1856684 TO DAS
-----
this is truly a unique instance; we don't have an appropriate KBA currently - congrats for discovering this haha.
 
Could you create a ticket and escalate this to DAS? If nothing else, it'd be good to get their insights.

--------------------------------------***DDS  11/14/2025***--------------------------
sent follow up
--------------------------------------***DDS  11/14/2025***--------------------------
Hello Robert,

It was a pleasure speaking to you earlier and helping you setup the Google Authenticator app on you new phone to access Workspace.

Unfortunately, we couldn’t successfully proceed with the LogMeIn session due to multiple display issues and so I will need some more information from you, see below.
 
Here is a recap of what we did today.
1.	Verified and disconnected the old authenticator profile
2.	Setup your Google Authenticator on the new phone
3.	You scanned the QR code, you were then presented with an unusual message saying “we sent a one time verification code to your email” you checked your email, received the code, entered it and was able to sign into Workspace, as this is not the correct setup for MFA, I disconnected the authenticator from your profile and tried again, same.
4.	You were then able to sign into Workspace and authenticate with the code received by email, you tested this a few times to be sure also .

As discussed for now, please use this method to sign into Workspace while we investigate this further

In the meantime, please send me a screenshot of the page where it indicates the message that a verification code is being emailed to you, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-17T17:04:45.000+0000,False,False,005OH00000AUS7aYAH,2025-11-14T18:05:27.000+0000,005OH00000AUS7aYAH,2025-11-17T17:04:45.000+0000,005OH00000AUS7aYAH,2025-11-17T17:04:45.000+0000,(226)237-1210,,rcrichards08@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fopPVYAY,False,,23773857,0030A0000029a7sQAA,0010A000002vzL9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:00:59.000+0000,False,False,005OH000005URvxYAG,2025-11-14T18:00:59.000+0000,005OH000005URvxYAG,2025-11-14T18:00:59.000+0000,005OH000005URvxYAG,2025-11-14T18:00:59.000+0000,(780)709-5319,,jothiamoo@gmail.com,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fopsYYAQ,False,,23774264,0030A0000029bALQAY,0010A000002w0CAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:08:13.000+0000,False,False,005OH000004oiYEYAY,2025-11-14T18:08:13.000+0000,005OH000004oiYEYAY,2025-11-14T18:08:13.000+0000,005OH000004oiYEYAY,2025-11-14T18:08:13.000+0000,(519)608-3432,,blake@bwfg.ca,(519)673-0994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foqlNYAQ,False,,23773999,0030A000008sGa9QAE,0010A000009nAbMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adding a delegate,Medium,"Hi Margaret,

As discussed; to add a delegate, they need to have their own Workspace access. I have attached the Third Party Access (TPA) form for your convenience. Please fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com. 
 
Once Distribution Methodology processes this form, your delegate should be able to access your book of business on the platform.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

If there is anything else we can assist you with, please do not hesitate to reach out. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T18:10:22.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T18:03:37.000+0000,005OH00000AbCcLYAV,2025-11-14T18:10:22.000+0000,005OH00000AbCcLYAV,2025-11-14T18:10:22.000+0000,(306)206-4747,,margaret@mclarkefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fotRYYAY,False,,23775679,003G0000018f6dYIAQ,0010A000002wObaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***2025/11/14***
 
 
==================================================================================
Changed CL policy from middle name to middle initial to match LL policy 
 CL Client ID: 0696016476  LL: 1636244342
==================================================================================
 
***Email Chain***
Hello Ellen,

Thank you for contacting Workspace Support regarding your merge issue. We have corrected the accounts in our system, and you will be able to merge the accounts using the merge prompt in 2-4 business days If you have any other questions, please reach out and let us know!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Wednesday, November 5, 2025 1:46 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Ellen Goldenberg (ellen@ northstonewealth. com) has submitted a merge issue. Client details: First name: Donna Middle name (if applicable): Lynn Last name: Di Lullo DOB: June 28, 1954 Policy Number(s): F611988448,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Ellen Goldenberg (ellen@northstonewealth.com) has submitted a merge issue.
 
Client details:
First name: Donna
Middle name (if applicable): Lynn
Last name: Di Lullo
DOB: June 28, 1954
Policy Number(s): F611988448, F619691628, F677242119, 60306225P
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000B8U5PQAV/donna-l-di-lullo?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000B8TEcQAN/donna-lynn-di-lullo?tabset-15dae=3
URL 3: 
URL 4: 
Additional details:",True,2025-11-14T18:32:23.000+0000,False,False,005OH00000BFPZIYA5,2025-11-14T18:31:19.000+0000,005OH00000BFPZIYA5,2025-11-14T18:32:23.000+0000,005OH00000BFPZIYA5,2025-11-14T18:32:23.000+0000,(416)543-1057,(416) 500-2370,brock@wilimekwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fotzNYAQ,False,,23774329,0030A000002RKXJQA4,0010A000003Dv53QAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"Hi Doris, 

Thank you for contacting Workspace Support.  

To access your Workspace account you must first register to your User ID and then you will be able to register to your Workspace (48 business hours after the creation of your User ID). 

Below you’ll find instructions for obtaining both types of access.

How to obtain a User ID
Before you can access your Workspace account, you will l need to register for your User ID. You will need  an activation code.

To obtain your activation code, please send an email to distribution_methodology@canadalife.com. Be sure to mention that you’re requesting a User ID, and they’ll be able to assist you with any questions about the process. Tell them you need a User ID for your Primerica Workspace account. You can also ask them to help you change your email address linked to your records. 

Once you’ve received your activation code and the other necessary information from the Distribution Methodology department at Canada Life, please use the following link to complete your registration:
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/TermsAndConditionsSetup.do 

How to register to a Workspace account

Once registered, you will need to wait 48 business hours before they can proceed with registering for their Workspace account.

To complete your registration, please follow this link: https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 

You will be able to choose the email of your choice for your Workspace account. So if you prefer to use your gmail, you will be able to do so. 

If you have any questions related to registering for your Workspace account, send us an email once you reach this step and we will be glad to assist you. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Flood, Valerie <Valerie.Flood@canadalife.com> 
Sent: Thursday, November 13, 2025 9:32 AM
To: Doris Bruneau <db@gpgfinancial.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: question

Hi Doris, 

Sorry that this has been your experience. If you need an illustration I am happy to assist. 

WS Support- see below. Please investigate this and take steps to insure this service is improved. 

Val 

Valerie Flood, CHS, CFP, CLU (she/her)
Advanced Case Consultant
valerie.flood@canadalife.com | 403-383-2614

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Doris Bruneau 
Sent: November 13, 2025 10:13 AM
To: Flood, Valerie 
Subject: [EXT] RE: question

Hi Valerie, I called the number and so far, 25 minutes with no answers, I’m dealing with a person that keeps putting me on hold and she sounds like she doesn’t know what she is doing, I’m not impressed. She finally got back on the phone right
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hi Valerie,

I called the number and so far, 25 minutes with no answers, I’m dealing with a person that keeps putting me on hold and she sounds like she doesn’t know what she is doing, I’m not impressed. She finally got back on the phone right now and said I should have got an email, which I didn’t and if I didn’t I should contact someone else but did not give me their details and that it would take 24 hours before I can get access to Canada Life workspace.

Unfortunately, that has left me no choice but to proceed with another carrier at this time. 


Regards,

Doris Bruneau RWM™, CEA
Generational Prosperity Group
Phone: (403) 991-9159
Email: db@gpgfinancial.ca
www.gpgfinancial.ca

 


Doris Bruneau is dual licensed for Life/Accident & Sickness Insurance in the provinces of Ontario, Manitoba, Saskatchewan, Alberta and British Columbia. As such, you may be dealing with more than one company depending on the products or services provided. 

From: Flood, Valerie <Valerie.Flood@canadalife.com> 
Sent: November 13, 2025 8:12 AM
To: Doris Bruneau <db@gpgfinancial.ca>
Subject: RE: question

Hi-Try this number for Workspace support- 1-888-999-4516 

Val 

Valerie Flood, CHS, CFP, CLU (she/her)
Advanced Case Consultant
valerie.flood@canadalife.com | 403-383-2614

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Doris Bruneau <db@gpgfinancial.ca> 
Sent: November 12, 2025 8:04 PM
To: Flood, Valerie <Valerie.Flood@canadalife.com>
Subject: [EXT] RE: question

I tried calling the service desk but that didn’t work, seems something is wrong with the call centre. Regards, Doris Bruneau RWM™, CEA Generational Prosperity Group Phone: (403) 991-9159 Email: db@ gpgfinancial. ca www. gpgfinancial. ca

I tried calling the service desk but that didn’t work, seems something is wrong with the call centre.

Regards,

Doris Bruneau RWM™, CEA
Generational Prosperity Group
Phone: (403) 991-9159
Email: db@gpgfinancial.ca
www.gpgfinancial.ca

 


Doris Bruneau is dual licensed for Life/Accident & Sickness Insurance in the provinces of Ontario, Manitoba, Saskatchewan, Alberta and British Columbia. As such, you may be dealing with more than one company depending on the products or services provided. 

From: Doris Bruneau <db@gpgfinancial.ca> 
Sent: November 12, 2025 7:54 PM
To: Flood, Valerie <Valerie.Flood@canadalife.com>
Subject: RE: question

Thanks!

I cannot seem to login to Canada Life portal, can you assist or have a number I can call to gain access?

Regards,

Doris Bruneau RWM™, CEA
Generational Prosperity Group
Phone: (403) 991-9159
Email: db@gpgfinancial.ca
www.gpgfinancial.ca

 


Doris Bruneau is dual licensed for Life/Accident & Sickness Insurance in the provinces of Ontario, Manitoba, Saskatchewan, Alberta and British Columbia. As such, you may be dealing with more than one company depending on the products or services provided. 

From: Flood, Valerie <Valerie.Flood@canadalife.com> 
Sent: November 10, 2025 3:37 PM
To: Doris Bruneau <db@gpgfinancial.ca>
Subject: RE: question

Hi!

Typically the diabetes is a rating, but I am concerned about the recency of the pacemaker surgery. I will send this to underwriting for their comment. 

Val 

Valerie Flood, CHS, CFP, CLU (she/her)
Advanced Case Consultant
valerie.flood@canadalife.com | 403-383-2614

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Doris Bruneau <db@gpgfinancial.ca> 
Sent: November 10, 2025 11:01 AM
To: Flood, Valerie <Valerie.Flood@canadalife.com>
Subject: [EXT] question

Hi Valerie, I hope all is going well. I have a client, 75 years of age who has type 2 diabetes, on medication and controlled and got a pacemaker put in approx. 4 months ago, looking for min. 20k coverage and max. 60k coverage, what are the chances

Hi Valerie,

I hope all is going well. I have a client, 75 years of age who has type 2 diabetes, on medication and controlled and got a pacemaker put in approx. 4 months ago, looking for min. 20k coverage and max. 60k coverage, what are the chances of him getting insurance through Canada Life?

Regards,

Doris Bruneau RWM™, CEA
Generational Prosperity Group
Phone: (403) 991-9159
Email: db@gpgfinancial.ca
www.gpgfinancial.ca

 


Doris Bruneau is dual licensed for Life/Accident & Sickness Insurance in the provinces of Ontario, Manitoba, Saskatchewan, Alberta and British Columbia. As such, you may be dealing with more than one company depending on the products or services provided.",True,2025-11-14T18:09:13.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T18:09:13.000+0000,0055o000001zVCKAA2,2025-11-14T18:09:26.000+0000,0055o000001zVCKAA2,2025-11-14T18:09:26.000+0000,(403)991-9159,,db@gpgfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fovI2YAI,False,,23776708,0030A0000029bTZQAY,0010A000002w0PVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to setup Preferences,Medium,"Hi Julia, 

Thank you for contacting Workspace Support.

Regarding the issue where Glenn appears as a selectable advisor in Simple Protect but triggers an error about a missing email address, this is not a system error. It’s most likely due to Glenn not having his advisor preferences properly set up in New Business.

To resolve this, please ask Glenn to update his Preferences in New Business by doing the following:
•	Ensure his valid email address is entered in the field for “Copy of Insurance Application Summary.”
•	Confirm that his Advisor Code (Comp ID) is correctly entered.

I’ve attached the Canada Life Preferences Setup guide to help walk Glenn through the process. 

We’re always looking to improve your experience with Workspace. If you have a moment, we’d appreciate your feedback: complete our brief survey

Have a wonderful day!

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: IG Insurance Services Inc <IGInsurance@ig.ca> 
Sent: Thursday, November 13, 2025 7:50 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: julia.wheeler <julia.wheeler@igpwm.ca>; glenn.gaudet <glenn.gaudet@igpwm.ca>
Subject: RE: Commission Structure - clients: Brianne Ligori - Canada Life - 60917141T & 60918645T - 60918645T

Hello Team, Reaching for your assistance…please see email below. Should you have any questions, please contact Wheeler, Julia Julia. Wheeler@ igpwm. ca; Gaudet, Glenn Glenn. Gaudet@ igpwm. ca directly. Thank you, IG Insurance Services Inc. (RR) IG
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Team,

Reaching for your assistance…please see email below. 

Should you have any questions, please contact Wheeler, Julia Julia.Wheeler@igpwm.ca; Gaudet, Glenn Glenn.Gaudet@igpwm.ca directly.


Thank you,   

IG Insurance Services Inc. (RR)
IG Wealth Management 
12th Floor, 447 Portage Ave, Winnipeg, MB R3B 3H5
IGInsurance@ig.ca 
 
 
This communication is intended for the recipient to which it is addressed, and may contain confidential, personal, and or privileged information.  If you are not the intended recipient of this communication, do not copy, distribute, or take action relying on it.  Any communication received in error must be deleted and destroyed.




From: Wheeler, Julia <Julia.Wheeler@igpwm.ca> 
Sent: November 13, 2025 9:38 AM
To: IG Insurance Services Inc <IGInsurance@ig.ca>; Gaudet, Glenn <Glenn.Gaudet@igpwm.ca>; NBInquiry.Team8@canadalife.com
Subject: RE: Commission Structure - clients: Brianne Ligori - Canada Life - 60917141T & 60918645T - 60918645T

Glenn shows up as an option to select when I log in and start an application but then when I do select him it says they are missing his email and he needs to add it.  Is this a system error?

Julia Wheeler

Associate Consultant
Gaudet Group Private Wealth Management, IG Private Wealth Management
1- 260 Lynden Road, Brantford ON N3R 0B9   
Ph. (519)720-5010 or Cell (226)920-9343  Fax(519)756-1522 

 

 

Email: julia.wheeler@igprivatewealth.com
Executive Financial Consultant: glenn.gaudet@igprivatewealth.com
Executive Assistant: tracy.vanderheyden@igprivatewealth.com


Thank you for your referrals!
www.yourmoneyteam.ca



From: IG Insurance Services Inc <IGInsurance@ig.ca> 
Sent: Thursday, November 13, 2025 10:26 AM
To: Gaudet, Glenn <Glenn.Gaudet@igpwm.ca>; NBInquiry.Team8@canadalife.com
Cc: Wheeler, Julia <Julia.Wheeler@igpwm.ca>
Subject: RE: Commission Structure - clients: Brianne Ligori - Canada Life - 60917141T & 60918645T - 60918645T

Hello Glenn,

Please refer link below:
You asked – we’ve delivered. New SimpleProtect delegate access

Add delegates
If you’d like to add a delegate to use SimpleProtect on your behalf, complete the third-party access form.  

Please send the completed TPA to Canada Life. 


Thank you,   

IG Insurance Services Inc. (RR)
IG Wealth Management 
12th Floor, 447 Portage Ave, Winnipeg, MB R3B 3H5
IGInsurance@ig.ca 
 
 
This communication is intended for the recipient to which it is addressed, and may contain confidential, personal, and or privileged information.  If you are not the intended recipient of this communication, do not copy, distribute, or take action relying on it.  Any communication received in error must be deleted and destroyed.

From: Gaudet, Glenn <Glenn.Gaudet@igpwm.ca> 
Sent: November 13, 2025 8:38 AM
To: IG Insurance Services Inc <IGInsurance@ig.ca>; NBInquiry.Team8@canadalife.com
Cc: Wheeler, Julia <Julia.Wheeler@igpwm.ca>
Subject: RE: Commission Structure - clients: Brianne Ligori - Canada Life - 60917141T & 60918645T - 60918645T

Just an FYI when Julia is writing an insurance application, the program is not allowing her to use my code and name.  Is there a fix for this?

Glenn Gaudet, CFP, RRC, BA, EPC, CPCA
Executive Financial Consultant
Gaudet Group Private Wealth Management, IG Private Wealth Management.
Email: glenn.gaudet@igpwm.ca
Executive Assistant: tracy.orland@igpwm.ca
Associate Project Coordinator: Milka.Barac@igpwm.ca
Marketing Assistant: shelley.gaudet@igpwm.ca
Associate Consultant: Julia.wheeler@igpwm.ca
Associate Consultant: Jacob.gaudet@igpwm.ca
www.gaudetgroup.ca
instagram: GaudetGroup
https://www.facebook.com/Gaudet-Group-Private-Wealth-Management-109957477444753

From: IG Insurance Services Inc <IGInsurance@ig.ca> 
Sent: Wednesday, November 12, 2025 12:28 PM
To: NBInquiry.Team8@canadalife.com
Cc: Wheeler, Julia <Julia.Wheeler@igpwm.ca>; Gaudet, Glenn <Glenn.Gaudet@igpwm.ca>
Subject: RE: Commission Structure - clients: Brianne Ligori - Canada Life - 60917141T & 60918645T - 60918645T

Hello,

When you receive the above policy, please ensure Glenn Gaudet (#54708) is 100% commissionable. Associates are the writing advisor and can’t be paid directly. 


Thank you,   

IG Insurance Services Inc. (RR)
IG Wealth Management 
12th Floor, 447 Portage Ave, Winnipeg, MB R3B 3H5
IGInsurance@ig.ca 
 
 
This communication is intended for the recipient to which it is addressed, and may contain confidential, personal, and or privileged information.  If you are not the intended recipient of this communication, do not copy, distribute, or take action relying on it.  Any communication received in error must be deleted and destroyed.



From: Insurance Administration <SHINSAD@ig.ca> 
Sent: November 12, 2025 9:21 AM
To: Wheeler, Julia <Julia.Wheeler@igpwm.ca>; Gaudet, Glenn <Glenn.Gaudet@igpwm.ca>
Cc: IG Insurance Services Inc <IGInsurance@ig.ca>
Subject: Commission Structure - clients: Brianne Ligori - Canada Life - 60917141T & 60918645T - 60918645T


Hello, 
 
We received the above application(s) data feed showing Julia Wheeler 100% commissionable.  Please note that the commission structure does not allow for an Associate to be paid directly.  We will proceed with the application listing Glenn Gaudet as 100% commissionable.    
   
Things To Keep in Mind: 
•	Insurance licensed Associates with selling codes at carrier companies may meet with clients and write insurance applications.  Carriers have different ways in which Associates need to complete applications.  Please see specific carrier processes listed in Advantage Plus Insurance applications completed by Associates.
•	For Information on insurance carrier website access for Associates including how to set up insurance business notifications (allowing team members to receive them) please see Insurance Carrier Selling Codes and Website Access Section in Advantage Plus & refer to the section “Switching Roles and Adding Team Members.” 
If you have any questions, please reply to this email.  

Thank you,

Insurance Administration (JG)
Process Management and Administration
 
447 Portage Ave, Winnipeg, MB R3B 3H5
Visit us at ig.ca",True,2025-11-14T18:48:20.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T18:48:20.000+0000,0055o000001zVCKAA2,2025-11-14T18:48:20.000+0000,0055o000001zVCKAA2,2025-11-14T18:48:20.000+0000,(519)756-5834,,glenn.gaudet@igpwm.ca,(519)756-1522,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fow9FYAQ,False,,23774538,003G0000018f6eIIAQ,0010A000002wOcKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Incorrect name,Medium,"advisor called in to update the name on wealth policy 310136444.
update sent to advisor
Hello Rocco,

Thank you for reaching out. I just got the confirmation from the client’s department team that the middle name has been updated. Please allow 2-3 business days to show-up the correct information in workspace. If the issue is still same, please let me know.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Rocco Romualdi <rocco@romualdifinancial.com> 
Sent: November 14, 2025 2:05 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Case-23774538 incorrect name

Thank you for taking my call but just so that we are clear, her investment shows her name correctly. When I input her name in Workspace, it appears as “first name” Catherine Lewis and “last name” Lewis. Her first name is Catherine her middle
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Thank you for taking my call but just so that we are clear, her investment shows her name correctly. When I input her name in Workspace, it appears as “first name” Catherine Lewis and “last name” Lewis. Her first name is Catherine her middle initial is E and her last name is Lewis

Regards,

ROCCO ROMUALDI 
Investment Representative
Quadrus Investment Services Ltd
Insurance Advisor 
ROMUALDI FINANCIAL GROUP INC.
Cell 416-705-3617
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. 
Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Follow-up emaul sent to advisor Hello Rocco, 

Thank you for contacting workspace support team with name correction. I am glad to assist with your inquiry today.

To recap, you called in to add “E” to client’s name under wealth policy 310136444. I have sent the inquiry to the client’s department to make the change. Once I heard back from them, I will give you an update.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


 Request has been sent to the CIS team.
Hello CIS team,

Please update the name for the following policy.

First Name- Catherine E
Last name- Lewis
Date of birth-Oct 5,1946
Policy number- 310136444
Company- Canada Life
CIS ID’s- 1849319340

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T18:33:58.000+0000,False,False,005OH00000BFiyTYAT,2025-11-14T18:12:39.000+0000,005OH00000BFiyTYAT,2025-11-14T20:08:22.000+0000,005OH00000BFiyTYAT,2025-11-14T20:08:22.000+0000,(416)705-3617,(416) 705-3617,rocco@romualdifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fowZ5YAI,False,,23775970,0030A0000029btEQAQ,0010A000002w0jWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:35:55.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T18:35:55.000+0000,005OH000003ds0PYAQ,2025-11-14T18:35:55.000+0000,005OH000003ds0PYAQ,2025-11-14T18:35:55.000+0000,(905)346-8141,,info@wisdomfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fowaiYAA,False,,23777480,003OH00000C5kxsYAB,001OH00000EWHozYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA disconnect,Medium,Member needed help with MFA disconnect. Calling back on the number in Sibel for the authentication process.,True,2025-11-14T20:28:08.000+0000,False,False,005OH00000BFiyTYAT,2025-11-14T19:01:33.000+0000,005OH00000BFiyTYAT,2025-11-14T20:30:31.000+0000,005OH00000BFiyTYAT,2025-11-14T20:30:31.000+0000,(548)328-5999X1,(905) 866-9166,financewithveera@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foxgTYAQ,False,,23776011,0030A0000029XHQQA2,0010A000002vwtLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - odd browser behaviour/CRM questions,Medium,"*11/14*
----------------
Murray Smith, search window, i dont have the clients name 

unable to enter things into Workspace or the browser window like the keyboard stopped working, advised to check to see if chrome was updated, this did not immediately fix the behaviour because it did not work at first then started to work again, this was impacting just typing into the URL 
advised a reboot 
user was able to get back into Workspace. 
CRM questions. 
walked user through how to find their CRM data in setting, walked through what job aid is required, advised of built in windows zip utillity but also advised of potential limitations in that app which is why 7zip was linked. 


*email*
----------------

Good afternoon Sean, 

Thank you for contacting the Workspace Support Team with your browser issue and CRM inquiry. 

You were trying to enter a policy number into Workspace, but it was not letting you enter anything, and you had some additional questions about the CRM. We had you update your browser, and it relaunched, this did not immediately fix it, but it started to work, we had you restart your whole pc to reduce the chances of the odd behaviour returning. Next you wanted some information on the CRM. We were able to walk you through getting to its location in Workspace, we discussed some high level differences between the built in windows zip utility and the linked 7zip app from the Workspace tab, the built in app is not quite as user friendly as the 3rd part app would be and there are some caveats with it related to compatibility but it should be ok, if it fails you can always use the 7 zip app since extracting the zip does not damage anything and you still have the original zip file to extract from. We also pointed you in the direct of the linked job aid on the same page the CRM data was available, the job aid will detail how to understand the information contained in your .zip file. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T19:11:39.000+0000,False,False,005OH000008919xYAA,2025-11-14T18:36:35.000+0000,005OH000008919xYAA,2025-11-14T19:11:39.000+0000,005OH000008919xYAA,2025-11-14T19:11:39.000+0000,(403)228-8226,,sean@morainewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foy7qYAA,False,,23777355,003OH00000M99x6YAB,001OH00000QupKHYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor must contact Distribution Methodology to obtain username and password to proceed with WS registration. 
=============
Bonjour Charles, 

Merci d'avoir contacté le support Workspace. Pour pouvoir procéder à l'inscription à Workspace, vous devez d'abord obtenir votre nom d'utilisateur et votre mot de passe auprès de Distribution_Methodology@canadalife.com.

Une fois que vous avez ces informations, vous pouvez ensuite revenir à Register pour continuer l’inscription avec ces informations. Je joins ici un guide d’inscription étape par étape pour vous aider davantage.

Votre avis compte. Veuillez nous faire savoir comment vous avez apprécié le service aujourd'hui en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T19:28:40.000+0000,False,False,005OH00000BFQFGYA5,2025-11-14T18:59:12.000+0000,005OH00000BFQFGYA5,2025-11-14T19:34:08.000+0000,005OH00000BFQFGYA5,2025-11-14T19:34:08.000+0000,(819)816-7746,,charlespeterkin@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000foye5YAA,False,,23774799,0031600002KeCQxAAN,0015o00000864NzAAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to generate term renewal report,Medium,"Hi Carol, 

Thank you for contacting Workspace Support.  

There is a term renewals and conversions template that allow to view the conversion and renewals for the next 60 days. Unfortunately, this report is limited to showing renewals in the next 60 days and cant be modified to extend this duration. So you wouldn’t be able to view renewal for  all of 2026 in this report. Only for the next 60 days (and only for the advisors which granted you delegation to their book of business). 

If you still want to take a look at this report, you must  click on All reports, and type workspace upcoming in the search field : “Workspace Upcoming” (make sure you select the All Reports selection on the left pane as per number 2 of the screenshot below) : 

 


If you have any additional Workspace issue or any questions, don’t hesitate to reach out to us again by email or by phone.  

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Thursday, November 13, 2025 7:40 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>; nadiya@coulas.ca; Coulas, Marty <mcia@coulas.ca>
Subject: RE: [EXT] Re: Cling List request & Term Renewals

HI team,

Can you assist with Carol to see term renewals on Workspace?  And how to pull this?


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Carol Easy <mcia@coulas.ca> 
Sent: November 13, 2025 10:21 AM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Cc: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>; nadiya@coulas.ca
Subject: [EXT] Re: Cling List request & Term Renewals
Importance: High

Hi there, I can see a list of existing term clients in the Reports folder but I can't see a list of term renewals for the remainder of 2025 and for 2026. Perhaps I am looking in the wrong area or perhaps the list has not yet been posted. Could
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,
I can see a list of existing term clients in the Reports folder but I 
can't see a list of term renewals for the remainder of 2025 and for 
2026.  Perhaps I am looking in the wrong area or perhaps the list has 
not yet been posted.

Could you please confirm?

Thanks!
Carol
Carol Easy
Administrative Assistant
Coulas Insurance Ltd.
78 George Street, t#204
Ottawa, ON  K1N 5W1





On 2025-11-10 14:52, Calcutt, Jennifer wrote:
> Hi there,
> 
> Nadiya's code is F5940 and GWL is 181540.  Please provide a fulling
> client listing for Nadiya
> 
> Please provide us with a term renewal list for the remainder of 2025
> plus for 2026?  @Easy, Carol you can pull the term renewals off
> Workspace under reporting.
> 
> Click here to book a meeting [1]
> 
> Many thanks,
> 
> Jennifer
> 
> Jennifer Calcutt ALMI,ACS
> 
> Business Development Consultant | Ottawa
> jennifer.calcutt@advicecanada.com | 226-781-8577
> 
> In partnership with:
> 
> Trevor MacLeod, CFP
> 
> Business Development Director | Ontario
> trevor.macleod@advicecanada.com | 613-761-2944
> 
> Advice Canada is not a legal entity. It’s a support platform for
> advisors of Financial Horizons Incorporated, investment
> representatives of Quadrus Investment Services Ltd., and advisors with
> a direct contract with The Canada Life Assurance Company (the
> “Companies”). Advice Canada team members carry on business as
> representatives of one or more of the Companies. IPC Securities Corp.,
> IPC Investment Corp., LP Financial Planning Services Ltd., and Value
> Partners Investments Inc. are affiliates of the Companies that provide
> a range of wealth solutions.
> 
> Any personal information you provide will be used in accordance with
> our_ _privacy policy [2].
> 
> From: Marty Coulas via Proofpoint <securemail@canadalife.com>
> Sent: November 10, 2025 12:43 PM
> To: Schwartz, Kellie <kellie.schwartz@financialhorizons.ca>
> Cc: nadiya@coulas.ca
> Subject: RE: [EXT] Term Renewals
> 
> Hi Kellie. In reviewing the renewal lists you provided, I noticed that
> for Canada Life the advisor code used was D1365. , which is Nadiya's
> code under Financial Horizons. With the merger to Canada Life do you
> not also have access to her Canada
> 
> Hi Kellie.  In reviewing the renewal lists you provided, I noticed
> that for Canada Life the advisor code used was D1365., which is
> Nadiya's code under Financial Horizons.  With the merger to Canada
> Life do you not also have access to her Canada Life advisor codes
> under direct Canada Life, GWL?  I was led to believe you were also our
> contact for them.  Nadiya's code is F5940 and GWL is 181540.  If you
> do, could you please provide us with a term renewal list for the
> remainder of 2025 plus for 2026?
> 
> Thanks, Kellie!
> 
> Carol
> 
> -------------------------
> 
> 
> Links:
> ------
> [1] 
> https://urldefense.com/v3/__https://outlook.office365.com/owa/calendar/Bookings_Jennifer.Calcutt@canadalife.com/bookings/__;!!HMCOyEk!Ybs4ZSdx-2bCC-U4xqAjAS91zI0XMB7x4HliYO5_Z7YyuEuWHbuxph-FnhUfdyNPSg_Np6MWXHCzCLhJsJdhFww$
> [2] https://www.advicecanada.com/privacy.html 

--",True,2025-11-14T18:16:53.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T18:16:53.000+0000,0055o000001zVCKAA2,2025-11-14T18:16:53.000+0000,0055o000001zVCKAA2,2025-11-14T18:16:53.000+0000,(613)599-4070,(613) 869-4455,nadiya@coulas.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fp2d0YAA,False,,23779590,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:35:46.000+0000,False,False,005OH000005URvxYAG,2025-11-14T19:35:46.000+0000,005OH000005URvxYAG,2025-11-14T19:35:46.000+0000,005OH000005URvxYAG,2025-11-14T19:35:46.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fp34JYAQ,False,,23776276,0030A000002OHPxQAO,0010A000003Anj7QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:41:10.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T18:41:10.000+0000,005OH000003ds0PYAQ,2025-11-14T18:41:11.000+0000,005OH000003ds0PYAQ,2025-11-14T18:41:11.000+0000,(705)876-3702,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fp3CNYAY,False,,23776794,0031600002ISiX3AAL,0010A000002wNMIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:49:40.000+0000,False,False,005OH00000AdAzSYAV,2025-11-14T18:49:40.000+0000,005OH00000AdAzSYAV,2025-11-14T18:49:40.000+0000,005OH00000AdAzSYAV,2025-11-14T18:49:40.000+0000,(519)744-8853,(519) 635-7177,ef@qbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fp3cAYAQ,False,,23776964,003G0000018f6gfIAA,0010A000002wOh1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Delete inactive accounts,Medium,"Bonjour Marie-Eve,

Merci d’avoir contacté l’équipe de support Espace affaires et d’avoir partagé vos commentaires lors de l’appel. Nous avons enregistré votre retour dans nos dossiers et l’avons soumis à notre équipe de direction pour révision.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialement, 
  
Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T18:52:55.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T18:52:55.000+0000,005OH00000AbCcLYAV,2025-11-14T19:05:01.000+0000,005OH00000AbCcLYAV,2025-11-14T19:05:01.000+0000,(514)336-2300,(514) 294-3261,robert.tozzi@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fp48SYAQ,False,,23776605,003OH00000WobgQYAR,001OH00000eR3R7YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:46:36.000+0000,False,False,005OH000004oiYEYAY,2025-11-14T18:46:36.000+0000,005OH000004oiYEYAY,2025-11-14T18:46:37.000+0000,005OH000004oiYEYAY,2025-11-14T18:46:37.000+0000,(519)351-4677,,kevin@hpgwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fp4pxYAA,False,,23775415,0030A0000029VNmQAM,0010A000002vvIeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:26:55.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T18:26:55.000+0000,005OH000003ds0PYAQ,2025-11-14T18:26:55.000+0000,005OH000003ds0PYAQ,2025-11-14T18:26:55.000+0000,(705)759-9191,,syl@northstarbrokersinc.com,(705)759-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fp71SYAQ,False,,23775732,0030A0000029VB4QAM,0010A000002vvAlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:32:15.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T18:32:15.000+0000,005OH000004Ir1xYAC,2025-11-14T18:32:15.000+0000,005OH000004Ir1xYAC,2025-11-14T18:32:15.000+0000,(403)208-1472,403 804 4486,gbalajow@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fp9pdYAA,False,,23775904,0030A0000029ncUQAQ,0010A000002wASPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:34:55.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T18:34:55.000+0000,005OH000004Ir1xYAC,2025-11-14T18:34:55.000+0000,005OH000004Ir1xYAC,2025-11-14T18:34:55.000+0000,(403)538-5649X1,,caroline@excelbenefitconsulting.com,(403)274-6113,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpBEjYAM,False,,23776047,0030A000001a99PQAQ,0010A000002wN0VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Good day Michelle and Lisa,

Thank you for contacting Workspace Support team.  

Regarding your access question, They will need to register on Workspace for the MGA access, and will need the following before they start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please select the MGA association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Lisa Steele <lisa.steele@spmfinancial.ca> 
Sent: November 14, 2025 9:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Good, Michelle <michelle.good@spmfinancial.ca>
Subject: [EXT] User Access

Good morning. Michelle Good has access to CL Direct in Workspace but also requires access for MGA business. Are you able to initiate this? Lisa Steele, BA, ACS, FLMI | Operations Team Leader 530 Oxford Street West, Suite 19 London ON, N6H 1T6
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Good morning. Michelle Good has access to CL Direct in Workspace but also requires access for MGA business. Are you able to initiate this?

 

Lisa Steele, BA, ACS, FLMI | Operations Team Leader
530 Oxford Street West, Suite 19
London ON, N6H 1T6

P: 519.432.6199 ext. 265
E: lisa.steele@spmfinancial.ca
F: 519.432.6197
TF: 1.800.265.1551
W: spmfinancial.ca

   
 

Please note that trade instructions or policy changes requested via e-mail or phone cannot be acted upon until you have communicated with an advisor, the requested actions have been clarified and confirmed, and the appropriate paperwork has been completed

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. If you no longer want to receive these messages, click the word unsubscribe to email a request to me. 

If you no longer want to receive these messages, click the word unsubscribe to email a request to me.",True,2025-11-14T18:56:24.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T18:37:20.000+0000,005OH00000AbCcLYAV,2025-11-14T18:56:24.000+0000,005OH00000AbCcLYAV,2025-11-14T18:56:24.000+0000,(519)432-6199,,lewis.kent@spmfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpBUtYAM,False,,23776344,0030A0000029jdPQAQ,0010A000002w77iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:42:22.000+0000,False,False,005OH000005URvxYAG,2025-11-14T18:42:22.000+0000,005OH000005URvxYAG,2025-11-14T18:42:23.000+0000,005OH000005URvxYAG,2025-11-14T18:42:23.000+0000,(403)302-3663,,moller.michael@shaw.ca,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpCM6YAM,False,,23776373,0030A0000029cTPQAY,0010A000002w1CAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:42:53.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T18:42:53.000+0000,005OH000003ds0PYAQ,2025-11-14T18:42:53.000+0000,005OH000003ds0PYAQ,2025-11-14T18:42:53.000+0000,(905)666-7614,,pamelaircooper@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpDhxYAE,False,,23776264,0030A0000029pbGQAQ,0010A000002wC13QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace-MFA AUTHENTICATOR,Medium,"**DDS**11/14/2025
user has issue find his authenticator link with his account,
Authenticated user and disconnected and reconnect with google app.
email=============
Hello Tim ,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with the authenticator app today.
Just a recap we have disconnected your old authenticator connection and reconnect with google Authenticator.
You were able to connect your account successfully and gain access to your workspace.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T19:01:40.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-14T18:40:52.000+0000,005OH00000AZ3ZxYAL,2025-11-14T19:01:40.000+0000,005OH00000AZ3ZxYAL,2025-11-14T19:01:40.000+0000,(780)974-1500,,tim@elmlewisfinancials.com,(780)486-0638,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpEivYAE,False,,23777895,003OH00000Wkp0QYAR,001OH00000eIsfqYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:08:30.000+0000,False,False,005OH000004oiYEYAY,2025-11-14T19:08:30.000+0000,005OH000004oiYEYAY,2025-11-14T19:08:30.000+0000,005OH000004oiYEYAY,2025-11-14T19:08:30.000+0000,(519)439-4022,,dlgraham@thegrahamgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpEpLYAU,False,,23779258,0030A0000029eOPQAY,0010A000002w2lvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA set up,Medium,"User assistant spoke first (Linyunfang Zhou - Linyunfangzhou@gmail.com) regarding advisors Workspace account. Mentioned I would need to speak to Advisor to disconnect MFA and set it up. Ended up speaking with the Advisor to disconnect. 

Name: JIE JESSIE HU 
Code: A0125
Email: jessie_hu2000@hotmail.com 
Phone: 4168358016

*************************************************
Good afternoon, Jie Hu

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your MFA set up!
 
I'm glad I was able to assist you today with disconnecting your two-factor authentication, if you run into any issues setting up your authenticator, please feel free to reach out if you run into any technical issues. As mentioned on the call you will need to call regarding your Workspace account, unfortunately we will not be able to assist your support staff for compliance reasons. 
 
If you have any questions or need further assistance, we’re here to help! I can also provide a call back if you need further assistance, just provide me with the best number and time to reach out.

I would really appreciate if you took a few seconds to complete the Survey  to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T19:43:55.000+0000,False,False,005OH00000BG5v4YAD,2025-11-14T19:30:34.000+0000,005OH00000BG5v4YAD,2025-11-14T19:49:27.000+0000,005OH00000BG5v4YAD,2025-11-14T19:49:27.000+0000,(416)502-8180,,jessie_hu2000@hotmail.com,(416)502-8586,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpFDZYA2,False,,23778334,0035o000007WVFrAAO,0015o000008CzxkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support-Reset password,Medium,"**DDS**11/14/2025
user forgot his password,authenticated his and reset password.
Email==============
Bonjour Jean Paul,

Merci d’avoir contacté le support de l’espace concernant votre soucis, J'ai vraiment apprécié notre échange.

juste un récapitulatif de ce que nous avons fait aujourd’hui, comme vous n’avez pas pu entrer avec votre ancien mot de passe, nous avons réinitialisé le mot de passe de votre compte.

Et vous avez pu vous connecter avec succès et accéder à votre compte d’espace d’affaire.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T19:36:09.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-14T19:15:34.000+0000,005OH00000AZ3ZxYAL,2025-11-14T19:36:09.000+0000,005OH00000AZ3ZxYAL,2025-11-14T19:36:09.000+0000,(514)626-5615,,jpboucher@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpFWuYAM,False,,23778596,003OH00000HMDHtYAP,001OH00000LP3DFYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:19:48.000+0000,False,False,005OH000005URvxYAG,2025-11-14T19:19:48.000+0000,005OH000005URvxYAG,2025-11-14T19:19:49.000+0000,005OH000005URvxYAG,2025-11-14T19:19:49.000+0000,(780)953-3399,,dannytatszeto@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpGcgYAE,False,,23779071,003G0000018f6t6IAA,0010A000002wOupQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Merge Issue,Medium,"***2025/11/14***
 
 
==================================================================================
Changed CL policy name to ""Ron"" to match LL policy 
CL Client ID: 0820004102  LL Client ID: 0001296226 
==================================================================================
 ***Email Chain***
Hello Tina,

Thank you for contacting Workspace Support regarding your merge issue. We have corrected the accounts in our system, and you will be able to merge the accounts using the merge prompt in 2-4 business days If you have any other questions, please reach out and let us know!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Thursday, November 6, 2025 9:57 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Tina Jones (tina. jones@ canadalife. com) has submitted a merge issue. Client details: First name: Ron Middle name (if applicable): Last name: Mayne DOB: January 24, 1963 Policy Number(s): 410670657,3813201-5
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Tina Jones (tina.jones@canadalife.com) has submitted a merge issue.
 
Client details:
First name: Ron
Middle name (if applicable): 
Last name: Mayne
DOB: January 24, 1963
Policy Number(s): 410670657,3813201-5
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000EKXRDYA5/ronald-mayne
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH000003U8rFYAS/ron-mayne
URL 3: 
URL 4: 
Additional details:",True,2025-11-14T19:31:29.000+0000,False,False,005OH00000BFPZIYA5,2025-11-14T19:27:36.000+0000,005OH00000BFPZIYA5,2025-11-14T19:31:29.000+0000,005OH00000BFPZIYA5,2025-11-14T19:31:29.000+0000,(855)595-4396,905-835-0778,tmorrison@hfwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpHdVYAU,False,,23776715,0031600002ISiX3AAL,0010A000002wNMIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T18:48:23.000+0000,False,False,005OH00000AdAzSYAV,2025-11-14T18:48:23.000+0000,005OH00000AdAzSYAV,2025-11-14T18:48:23.000+0000,005OH00000AdAzSYAV,2025-11-14T18:48:23.000+0000,(519)744-8853,(519) 635-7177,ef@qbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpHs5YAE,False,,23777955,0035o000006mVVnAAM,0015o000007NIbkAAG,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CI Application - Medical Questions Still Present When Paramedical Is Scheduled,Medium,"Hi Max,

Thank you for contacting Workspace Support.

Regarding your question about whether it’s only the Critical Illness (CI) application that hasn’t removed the medical questions when a paramedical exam is scheduled: Workspace Support handles technical issues related to the New Business Web App and Simple Protect platforms. 

For product-specific inquiries like this—especially those involving application logic or updates to medical question handling, we recommend reaching out to your Regional Sales Associate (RSA). They’ll be best positioned to confirm whether changes have been made to the CI, Life, or Joint Life/CI applications in this context.

If you run into any technical issues while using the Web App or Simple Protect, feel free to reach out and we’ll be happy to assist.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Max Erenberg <max@rdinsurance.ca> 
Sent: Thursday, November 13, 2025 12:29 PM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: SimpleProtect Question

Okay no problem. I never want to use the tele-app again it’s a horribly painful process. Will just accept the redundancy for now. Workspace support – is it just the CI app that hasn’t removed the medical questions if a para
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Okay no problem. I never want to use the tele-app again it’s a horribly painful process. Will just accept the redundancy for now. 

Workspace support – is it just the CI app that hasn’t removed the medical questions if a para will be done? I believe the life app and potentially the joint life/CI app have been updated to remove the questions if there will be a para.

Thanks

Max

From: Teerhuis, Kris <Kris.Teerhuis@canadalife.com> 
Sent: November 13, 2025 12:27 PM
To: Max Erenberg <max@rdinsurance.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: SimpleProtect Question

For those, you have to defer to the web app and select ‘Tele App’.

Workspace Support: please confirm that this is the only way?

Kris

Kris Teerhuis
Regional Sales Manager, Insurance
Cell: 204.230.7315  Office: 204.946.8976

Tiffany Dyck, BHJ, RHU, GBA
Regional Sales Representative, Insurance
Office: 204-946-8198 Cell: 204-890-2892
Email: tiffany.dyck@canadalife.com 

Salma Yarow
Regional Sales Associate 
Phone: 416-552-3912
Email: salma.yarow@canadalife.com

________________________________________
For all inforce inquries, please call:
Canada Life Client Service: 1-888-252-1847 or email: canindserv@canadalife.com
Canada Life Living Benefits: 1-888-724-3680 or email: livingbenefitsclientservice@canadalife.com
Advisor Solutions Life Client Service: inforcelifeclientservicelondon@canadalife.com
Illustrations: InforceParIllustrations@canadalife.com
 
 
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Max Erenberg <max@rdinsurance.ca> 
Sent: November 13, 2025 11:32 AM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] SimpleProtect Question

Hi Kris, Quick question for you – is the simple protect app supposed to remove the health questions if a paramedical is required because of age/face amount? I’m about to do a CI app for someone and a paramedical will be required,

Hi Kris,

Quick question for you – is the simple protect app supposed to remove the health questions if a paramedical is required because of age/face amount? 

I’m about to do a CI app for someone and a paramedical will be required, but the simple protect app still requires health and lifestyle questions be answered. This isn’t a huge deal…. But I seem to recall Canada Life sending some communication about making the apps more efficient for all parties?

Maybe this was just my optimistic thinking… 

--
Max Erenberg, B.Comm. (Hons)
Advisor
R & D Insurance Agency
909 Dorchester Ave, Winnipeg, MB, R3M 0P7
Cell: 204-230-1313
max@rdinsurance.ca | rdinsurance.ca
 

Ticket Summary:
Advisor inquired whether the Critical Illness (CI) application is the only one that still includes medical questions when a paramedical exam is scheduled. They noted that the Life and Joint Life/CI applications appear to have removed these questions when a para is selected. Workspace Support confirmed that there is no KBA documentation verifying this behavior across application types. Advisor was advised that Workspace Support handles technical issues only, and product-specific logic or workflow changes should be confirmed with their Regional Sales Associate (RSA).

====================emails======================
Hi Max,

Thank you for contacting Workspace Support.

Regarding your question about whether it’s only the Critical Illness (CI) application that hasn’t removed the medical questions when a paramedical exam is scheduled: Workspace Support handles technical issues related to the New Business Web App and Simple Protect platforms. 

For product-specific inquiries like this—especially those involving application logic or updates to medical question handling, we recommend reaching out to your Regional Sales Associate (RSA). They’ll be best positioned to confirm whether changes have been made to the CI, Life, or Joint Life/CI applications in this context.

If you run into any technical issues while using the Web App or Simple Protect, feel free to reach out and we’ll be happy to assist.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Max Erenberg <max@rdinsurance.ca> 
Sent: Thursday, November 13, 2025 12:29 PM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: SimpleProtect Question

Okay no problem. I never want to use the tele-app again it’s a horribly painful process. Will just accept the redundancy for now. Workspace support – is it just the CI app that hasn’t removed the medical questions if a para
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Okay no problem. I never want to use the tele-app again it’s a horribly painful process. Will just accept the redundancy for now. 

Workspace support – is it just the CI app that hasn’t removed the medical questions if a para will be done? I believe the life app and potentially the joint life/CI app have been updated to remove the questions if there will be a para.

Thanks

Max

From: Teerhuis, Kris <Kris.Teerhuis@canadalife.com> 
Sent: November 13, 2025 12:27 PM
To: Max Erenberg <max@rdinsurance.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: SimpleProtect Question

For those, you have to defer to the web app and select ‘Tele App’.

Workspace Support: please confirm that this is the only way?

Kris

Kris Teerhuis
Regional Sales Manager, Insurance
Cell: 204.230.7315  Office: 204.946.8976

Tiffany Dyck, BHJ, RHU, GBA
Regional Sales Representative, Insurance
Office: 204-946-8198 Cell: 204-890-2892
Email: tiffany.dyck@canadalife.com 

Salma Yarow
Regional Sales Associate 
Phone: 416-552-3912
Email: salma.yarow@canadalife.com

________________________________________
For all inforce inquries, please call:
Canada Life Client Service: 1-888-252-1847 or email: canindserv@canadalife.com
Canada Life Living Benefits: 1-888-724-3680 or email: livingbenefitsclientservice@canadalife.com
Advisor Solutions Life Client Service: inforcelifeclientservicelondon@canadalife.com
Illustrations: InforceParIllustrations@canadalife.com
 
 
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Max Erenberg <max@rdinsurance.ca> 
Sent: November 13, 2025 11:32 AM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] SimpleProtect Question

Hi Kris, Quick question for you – is the simple protect app supposed to remove the health questions if a paramedical is required because of age/face amount? I’m about to do a CI app for someone and a paramedical will be required,

Hi Kris,

Quick question for you – is the simple protect app supposed to remove the health questions if a paramedical is required because of age/face amount? 

I’m about to do a CI app for someone and a paramedical will be required, but the simple protect app still requires health and lifestyle questions be answered. This isn’t a huge deal…. But I seem to recall Canada Life sending some communication about making the apps more efficient for all parties?

Maybe this was just my optimistic thinking… 

--
Max Erenberg, B.Comm. (Hons)
Advisor
R & D Insurance Agency
909 Dorchester Ave, Winnipeg, MB, R3M 0P7
Cell: 204-230-1313
max@rdinsurance.ca | rdinsurance.ca",True,2025-11-14T19:09:29.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T19:09:29.000+0000,0055o000001zVCKAA2,2025-11-14T19:09:39.000+0000,0055o000001zVCKAA2,2025-11-14T19:09:39.000+0000,(204)284-9944,,max@rdinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpIrKYAU,False,,23778019,0030A0000029nSLQAY,0010A000002wAJXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:10:31.000+0000,False,False,005OH000004oiYEYAY,2025-11-14T19:10:31.000+0000,005OH000004oiYEYAY,2025-11-14T19:10:31.000+0000,005OH000004oiYEYAY,2025-11-14T19:10:31.000+0000,(519)659-0966,,kevlock@sympatico.ca,(519)659-9957,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpKDDYA2,False,,23778378,003OH00000Xbj01YAB,001OH00000fpw8uYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:16:17.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T19:16:17.000+0000,005OH000006owoYYAQ,2025-11-14T19:16:17.000+0000,005OH000006owoYYAQ,2025-11-14T19:16:17.000+0000,(306)525-5250,3065967719,cluangchaleun@thetylergroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpM8ZYAU,False,,23778003,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:10:18.000+0000,False,False,005OH000005URvxYAG,2025-11-14T19:10:18.000+0000,005OH000005URvxYAG,2025-11-14T19:10:18.000+0000,005OH000005URvxYAG,2025-11-14T19:10:18.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpMtTYAU,False,,23778837,003OH00000OtNmIYAV,001OH00000UHArdYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User wanting to set up UserID for workspace,Medium,"*****DDS*** 11/17/2025
User calling about an issue with their email, as it is tied to their inactive comp code they are unable to register for a new UserID. Referred user to Distribution Methodology to get set up. 

****Email chain*****
Hello Travis,

     Thank you for contacting Canada life workspace support. It was a pleasure assisting you today. Usually when it comes to workspace you do need an active UserID to register, because your old one is tied to an inactive rep code. You can try reaching out to @Distribution Methodology to set up the UserID. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T16:31:29.000+0000,False,False,005OH00000BFQFHYA5,2025-11-14T19:23:44.000+0000,005OH00000BFQFHYA5,2025-11-17T16:42:09.000+0000,005OH00000BFQFHYA5,2025-11-17T16:42:09.000+0000,(226)992-0322,,travis@mcowealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpMyEYAU,False,,23779771,003G0000018f773IAA,0010A000002wPANQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"****DDS****11/14/2025
User called to diconnect MFA, followed KB0021888 for authentication. 

***email chain***
Hello Derek,

Thank you for reaching out to Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T19:45:11.000+0000,False,False,005OH00000BFQFHYA5,2025-11-14T19:38:45.000+0000,005OH00000BFQFHYA5,2025-11-14T19:45:24.000+0000,005OH00000BFQFHYA5,2025-11-14T19:45:24.000+0000,(514)370-2713,514-370-2713,derek@deliafinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpOgdYAE,False,,23777543,0030A0000029h4CQAQ,0010A000002w50GQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Nov 14th, 2025 ***
User wants to register to Workspace as previous accounts are inactive. Sent TPA form and all steps to follow.
===========
Good afternoon Ida,

It was a pleasure speaking with you today about registering to a Workspace account to access your advisor’s book of business.

I have attached a TPA form for your advisor to fill out to delegate access of his book of business, under their active advisor code, to you.

You can email our Distribution Methodology department at distribution_methodology@canadalife.com with this TPA form attached filled out. They will then send you a pre-registration letter with an activation code.
 
Once you receive the letter, these would be the steps to create your username:
 
Step 1: Go to Workspace login page (workspace.canadalife.com)
Step 2: Select ""Register""
Step 3: Select ""Create your User ID"" in red
Step 4: You will end up on this page below. You can leave the fields empty and click ""Register""
 
  
 
Step 5: On the page below, you will verify your information:
•        Confirm your first and last name.
•        Confirm your advisor code for this new account.
•        Confirm your activation code (found on email from Distribution Methodology)
 
  
 
After that, you will create a username (ex: YourName123), a password and choose a security question. When that is done, you will have to wait 48 hours before signing in your Workspace account.
 
I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2026-01-29T15:30:43.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-14T19:02:44.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:30:43.000+0000,005OH00000AbJ7aYAF,2026-01-29T15:30:43.000+0000,(604)921-4048,,nick@whiteraven-consulting.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpQTvYAM,False,,23779086,0030A000008XUvJQAW,0010A000009Rt9RQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:27:49.000+0000,False,False,005OH00000865wTYAQ,2025-11-14T19:27:49.000+0000,005OH00000865wTYAQ,2025-11-14T19:27:49.000+0000,005OH00000865wTYAQ,2025-11-14T19:27:49.000+0000,(587)891-8580,,weich74@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpR0AYAU,False,,23777788,003OH00000C5kxsYAB,001OH00000EWHozYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA disconnect,Medium,"Advisor called in for MFA disconnect. After verification, it was disconnected. Advisor confirmed they will be able to set-up. They had another question related to templates, they are informed to connect with relay chat.
Email sent-Hello Veeraiah, 

Thank you for contacting workspace support team today. I am so happy to assist with your inquiry.

To recap, you needed help with setting up new authenticator. After verification, I called you back and disconnect the authenticator. You confirmed that you will be able to setup the authenticator. For your second inquiry regarding templates, you can reach out to relay chat available in your workspace account.

If you have any other questions, please let me know.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-14T19:19:48.000+0000,False,False,005OH00000BFiyTYAT,2025-11-14T19:06:50.000+0000,005OH00000BFiyTYAT,2025-11-14T19:19:48.000+0000,005OH00000BFiyTYAT,2025-11-14T19:19:48.000+0000,(548)328-5999X1,(905) 866-9166,financewithveera@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpRHuYAM,False,,23779727,0030A0000029eOPQAY,0010A000002w2lvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace- MFA set up,Medium,Duplicate of C#23779258. Called advisor back for MFA disconnect,True,2025-11-14T19:51:08.000+0000,False,False,005OH00000BG5v4YAD,2025-11-14T19:38:01.000+0000,005OH00000BG5v4YAD,2025-11-14T19:51:09.000+0000,005OH00000BG5v4YAD,2025-11-14T19:51:09.000+0000,(416)502-8180,,jessie_hu2000@hotmail.com,(416)502-8586,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpRzVYAU,False,,23778637,0030A0000029kcKQAQ,0010A000002w7voQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:20:32.000+0000,False,False,005OH000004oiYEYAY,2025-11-14T19:20:32.000+0000,005OH000004oiYEYAY,2025-11-14T19:20:32.000+0000,005OH000004oiYEYAY,2025-11-14T19:20:32.000+0000,(519)646-1010,,jon@williamsfg.ca,(519)646-1152,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpSXKYA2,False,,23778112,003G000001IkUz9IAF,0010A000002wSC6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Phil,

As mentioned in my previous email, please see below for your Excel file password(s):
SLJKL48BR5

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Phil,

Please find the attached file of a list of clients, plans and their current KYC status on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Phil Mancini
Code: 36692

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to phil.mancini@smwm.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-11-14T19:12:02.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T19:12:02.000+0000,005OH0000071DK9YAM,2025-11-14T19:12:03.000+0000,005OH0000071DK9YAM,2025-11-14T19:12:03.000+0000,(514)697-5800,(514) 951-2746,phil.mancini@smwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpTDFYA2,False,,23777726,0035o000007G2i0AAC,0015o000007wVuCAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:05:42.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T19:05:42.000+0000,0055o000002DK5fAAG,2025-11-14T19:05:43.000+0000,0055o000002DK5fAAG,2025-11-14T19:05:43.000+0000,(416)695-1433,,megha.lama@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpTRlYAM,False,,23777750,003OH00000WobgSYAR,001OH00000eR3R9YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:06:01.000+0000,False,False,005OH000004oiYEYAY,2025-11-14T19:06:01.000+0000,005OH000004oiYEYAY,2025-11-14T19:06:01.000+0000,005OH000004oiYEYAY,2025-11-14T19:06:01.000+0000,(519)786-4924,,daniel.smits@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpUpFYAU,False,,23777860,0030A00000ApRtrQAF,0010A00000BP7N8QAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unlocking account,Medium,"Hi Penny,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access issue .

To recap, we unlocked your account and reset your password then made sure you were able to login successfully.

Please let me know if you experience any further issues or need additional assistance.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Info@cwa.life <info@campagnarowealth.ca> 
Sent: November 14, 2025 11:28 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Account has Been Temporarily Blocked - Campaganro Wealth Advisory - Case 23775088

Hi Fatima I'm available now if you'd like to call back - 587 760 1877 ext 2 Sincerely, Penny Lambert-Jones (BA Hons) Executive Assistant to Mauro Campagnaro Click here to BOOK A MEETING Main: 587. 760. 1877 ex 102 Fax: 1. 800. 616. 1054 or 289. 451. 1855
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Fatima 

I'm available now if you'd like to call back - 587 760 1877 ext 2



Sincerely,
 
Penny Lambert-Jones (BA Hons)
Executive Assistant to Mauro Campagnaro
 

Click here to BOOK A MEETING
Main: 587.760.1877 ex 102
Fax: 1.800.616.1054 or 289.451.1855
info@campagnarowealth.ca  |  www.campagnarowealth.ca

Mauro Campagnaro
CEO | BA Econ | Author | Educator

SECURE FILE UPLOAD HERE

 
“Seek to understand first, then focus on the needs of Individuals and Entrepreneurs to fulfill their dreams today and for tomorrow.”
Life Insurance | Critical Illness Insurance | Disability Insurance | Individual & Group Health Insurance | Travel Insurance | TFSA | RRSP | RESP | RRIF & LIF | Annuities | Segregated Funds | Tax Advantage Strategies | Client Needs Analysis | Retirement Plan & Estate Solutions | Corp. Wealth Note
 

Follow me on  FACEBOOK
 
AGA/MGA: CF Canada Financial / The Gryphyn Advantage Inc. | Licensed in Alberta, British Columbia and Manitoba, Canada
This e-mail message and any attachments are intended only for the named recipient(s) and may contain information that is confidential and privileged. Any distribution, copying, or disclosure by anyone other than the intended recipient(s) is strictly prohibited. If you have received this message in error, please notify me by return e-mail and immediately delete all copies of this message. Thank you for your kind cooperation. Please be aware that messages sent over the internet may not be secure. Mauro Campagnaro has taken every reasonable precaution to ensure that this email is safe, but cannot accept any liability for any losses or damage sustained.




________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Friday, November 14, 2025 11:25 AM
To: Info@cwa.life <info@campagnarowealth.ca>
Cc: Mauro Campagnaro <mauro@campagnarowealth.ca>
Subject: RE: Account has Been Temporarily Blocked - Campaganro Wealth Advisory - Case 23775088 
 
Hi Penny,
 
I tried calling you, but my call was forwarded to your voicemail (I left a message).
 
I would like to set up a phone call with you to help you with your access issue. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
 
•	We will reach you at the phone number on file 
 
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Info@cwa.life <info@campagnarowealth.ca> 
Sent: November 14, 2025 9:42 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mauro Campagnaro <mauro@campagnarowealth.ca>
Subject: [EXT] Account has Been Temporarily Blocked - Campaganro Wealth Advisory 
Importance: High
 
Hello Please can you help me to regain access to my online login. I'm the assistant of Mauro Campagnaro - Advisor Code E6158 My user ID is PennyLJones Sincerely, Penny Lambert-Jones (BA Hons) Executive Assistant to Mauro Campagnaro Click here
Hello
 
Please can you help me to regain access to my online login.
 
I'm the assistant of Mauro Campagnaro - Advisor Code E6158
 
My user ID is     PennyLJones
 
 
 
 
 
Sincerely,
 
Penny Lambert-Jones (BA Hons)
Executive Assistant to Mauro Campagnaro
 
 
Click here to BOOK A MEETING
Main: 587.760.1877 ex 102
Fax: 1.800.616.1054 or 289.451.1855
info@campagnarowealth.ca  |  www.campagnarowealth.ca
 
Mauro Campagnaro
CEO | BA Econ | Author | Educator
 
SECURE FILE UPLOAD HERE
 
 
“Seek to understand first, then focus on the needs of Individuals and Entrepreneurs to fulfill their dreams today and for tomorrow.”
Life Insurance | Critical Illness Insurance | Disability Insurance | Individual & Group Health Insurance | Travel Insurance | TFSA | RRSP | RESP | RRIF & LIF | Annuities | Segregated Funds | Tax Advantage Strategies | Client Needs Analysis | Retirement Plan & Estate Solutions | Corp. Wealth Note
 
 
Follow me on  FACEBOOK
 
AGA/MGA: CF Canada Financial / The Gryphyn Advantage Inc. | Licensed in Alberta, British Columbia and Manitoba, Canada
This e-mail message and any attachments are intended only for the named recipient(s) and may contain information that is confidential and privileged. Any distribution, copying, or disclosure by anyone other than the intended recipient(s) is strictly prohibited. If you have received this message in error, please notify me by return e-mail and immediately delete all copies of this message. Thank you for your kind cooperation. Please be aware that messages sent over the internet may not be secure. Mauro Campagnaro has taken every reasonable precaution to ensure that this email is safe, but cannot accept any liability for any losses or damage sustained.",True,2025-11-14T19:29:40.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T19:07:51.000+0000,005OH00000AbCcLYAV,2025-11-14T19:29:40.000+0000,005OH00000AbCcLYAV,2025-11-14T19:29:40.000+0000,(403)616-9867,,mc@cornerstonewealthadvisory.ca,(289)451-1855,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpV3lYAE,False,,23777881,0030A0000029gXAQAY,0010A000002w4YDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:08:12.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T19:08:12.000+0000,0055o000002DK5fAAG,2025-11-14T19:08:12.000+0000,0055o000002DK5fAAG,2025-11-14T19:08:12.000+0000,(905)570-1200,(905) 931-6553,laura.petrunick@dfsin.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpVetYAE,False,,23778636,0035o000007JKLIAA4,0015o0000080B4hAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:20:29.000+0000,False,False,005G0000002gxxjIAA,2025-11-14T19:20:29.000+0000,005G0000002gxxjIAA,2025-11-14T19:20:30.000+0000,005G0000002gxxjIAA,2025-11-14T19:20:30.000+0000,(450)508-2174,,jean-philippe.lemieux@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpY9pYAE,False,,23781519,0030A0000029eOPQAY,0010A000002w2lvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA set up,Medium,"Advisor provided authentication for us to speak with the support staff to set up MFA. Assisted user to add MFA to sign into Workspace. 

Advisor: JIE JESSIE HU 
Code: A0125
Email: jessie_hu2000@hotmail.com 
Phone: 4168358016

Support Staff: Linyunfang Zhou
Email: yyypeng798@gmail.com

**********************************************************
Good morning Jie Hu and Linyunfang Zhou, 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Google authenticator.  
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T20:53:27.000+0000,False,False,005OH00000BG5v4YAD,2025-11-14T20:09:08.000+0000,005OH00000BG5v4YAD,2025-11-14T21:02:29.000+0000,005OH00000BG5v4YAD,2025-11-14T21:02:29.000+0000,(416)502-8180,,jessie_hu2000@hotmail.com,(416)502-8586,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpYckYAE,False,,23778428,0030A0000029ZSrQAM,0010A000002vyjaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to Open Email,Medium,"Hello David,

It can get a bit confusing. The one-time code they are asking for when you try to open the encrypted email (contains excel document) it sends an email to your address, there may be a delay, or it can be stuck in a spam/junk folder.  I have a feeling there is a delay and you will have to wait for the code to come through. Below are the instructions 

Please view below as reference on how to open the encrypted email message.  

1.	Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example error message.
 
                
 
2.	Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message
 
 
 
a.	Please note the password I provided is not to get into the website to view the email message
b.	Is the website asking for a one-time verification code? This is a separate code sent to your inbox or mobile device from your email service (ex. Microsoft/Google) 
i.	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
ii.	Please copy and paste the code to eliminate any mishaps
c.	Is the website asking for login credentials? This is your email login credentials
 
3.	Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password provided.
a.	The only time you input the password I provided,  F5LJKMO78F is shown below as reference. (Make sure if you are copy and pasting there’s no extra space)
 
 


The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: David Ding <davidding@crius.ca> 
Sent: November 14, 2025 1:20 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: CLR Password Email - 23763344

Hi, Thanks for providing me the information, I input the password, and it seems like something is wrong, can you help me to check it. Thanks From: BusinessReporting <BusinessReporting@ canadalife. com> Sent: November 14, 2025 7: 28 AM To: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, 

Thanks for providing me the information, I input the password, and it seems like something is wrong, can you help me to check it. 

Thanks 

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 14, 2025 7:28 AM
To: davidding@crius.ca
Subject: CLR Password Email - 23763344

Hello Wei (David),
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
F5LJKMO78F
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T19:17:09.000+0000,False,False,005OH0000088z1hYAA,2025-11-14T19:17:09.000+0000,005OH0000088z1hYAA,2025-11-14T19:17:10.000+0000,005OH0000088z1hYAA,2025-11-14T19:17:10.000+0000,(604)438-3690,(778) 223-2252,davidding@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpZLtYAM,False,,23778271,0030A0000029hEvQAI,0010A000002w5ALQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:14:37.000+0000,False,False,005OH000004oiYEYAY,2025-11-14T19:14:37.000+0000,005OH000004oiYEYAY,2025-11-14T19:14:37.000+0000,005OH000004oiYEYAY,2025-11-14T19:14:37.000+0000,(519)340-1730,(519) 496-9846,matthew@ogilvie.ca,(519)340-1760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpZU2YAM,False,,23779373,0035o000005KXiQAAW,0015o000005tLvqAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:32:29.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T19:32:29.000+0000,0055o000002DK5fAAG,2025-11-14T19:32:30.000+0000,0055o000002DK5fAAG,2025-11-14T19:32:30.000+0000,(905)570-1200X286,,morgan.ketler@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpaD7YAI,False,,23778350,003G0000018f7CbIAI,0010A000002wPGZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Custom Term Report,Medium,"Ticket Summary:
Margot requested a report that includes all Term policies across her entire Book of Business, including policies with Supplementary Term coverage. Workspace Support confirmed that while a report including all Term policies can be generated, it cannot be filtered specifically for Supplementary Term coverage, as that data is not available in Workspace. Advisor was informed of this limitation and invited to schedule a call to further discuss the report requirements. Awaiting advisor’s availability for next week to proceed.

====================emails==================
Hi Margot,

Thank you for contacting Workspace Support.

We’ll be happy to assist with your request for a report of all Term policies across your Book of Business. This report will include all Term policies. However, please note that we are unable to apply a specific filter for Supplementary Term, as the data required to isolate that coverage type is not available in Workspace.

To move forward, we’d like to schedule a quick call to confirm the details and ensure the report meets your needs. Could you please share your availability for next week?

Looking forward to your reply.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



_____________________________________________
From: Scarcella, Ornella <Ornella.Scarcella@canadalife.com> 
Sent: Friday, November 14, 2025 4:35 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bourque, Margot <margot@advocatewealth.ca>
Subject: Report for All term (including Sup Term ) FSA MARGOT BOURQUE-LL 39957 
Importance: High


Good morning,

FSA , Margot LL 39957 would like a report for all term policies including policies with Supp term on her entire Book of Business.

We can be reached at  647 -264-6816  Ornella
Margot  416 876 7971  Should you have any questions.

What is needed Need is client name , age , term date renewal , phone numbers, address 

Thanking you in advance .

 (By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.
Ornella Scarcella , BA 
Advisor Support Associate 
(O) 647-264-6816  (F) 416-366-7489
(E) ornella.scarcella@advicecanada.com |  
          If you no longer want to receive these messages, click the word unsubscribe to email a request to me.
Upcoming planned absences :   

 << OLE Object: Picture (Device Independent Bitmap) >>",True,2025-11-18T21:17:53.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T19:15:49.000+0000,0055o000001zVCKAA2,2025-11-18T21:29:42.000+0000,0055o000001zVCKAA2,2025-11-18T21:29:42.000+0000,(416)876-9791,(416) 876-9791,margot@advocatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpdMMYAY,False,,23781198,0030A0000029auFQAQ,0010A000002vzxlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Training Request,Medium,"Hi Andy, 

Thank you for reaching out to the Workspace Support team to schedule a training session. 

To book a Workspace training session, please provide the following:

•	A few dates and times for booking the training session
•	Best number to reach you 
•	Your time zone
•	Any topic you would like to have training on during this call (if nothing specific, we will do an overview of Workspace and its features)

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Thursday, November 13, 2025 4:16 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: ANDY KIT LAU Topic: Would you like additional training on Workspace/Salesforce? Yes What can we help
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: ANDY KIT LAU
Topic: 
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:  Work together on computer screen",True,2025-11-14T20:03:37.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T20:03:37.000+0000,0055o000001zVCKAA2,2025-11-14T20:03:53.000+0000,0055o000001zVCKAA2,2025-11-14T20:03:53.000+0000,(604)647-0630,(604) 377-7683,andy.lau@cfcanadafinancial.ca,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpdyzYAA,False,,23778696,0030A0000029fmhQAA,0010A000002w3seQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:21:38.000+0000,False,False,0050A000001o2WeQAI,2025-11-14T19:21:38.000+0000,0050A000001o2WeQAI,2025-11-14T19:21:38.000+0000,0050A000001o2WeQAI,2025-11-14T19:21:38.000+0000,(902)489-6994,,tracy.arsenault@sterlingbrokers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpfWBYAY,False,,23779467,0035o0000075EJaAAM,0015o000007iukbAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:33:48.000+0000,False,False,0055o000002DK5fAAG,2025-11-14T19:33:48.000+0000,0055o000002DK5fAAG,2025-11-14T19:33:49.000+0000,0055o000002DK5fAAG,2025-11-14T19:33:49.000+0000,(519)551-2471,,robert.lamont@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fphxoYAA,False,,23779538,0030A0000029gAiQAI,0010A000002w4EeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:35:02.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T19:35:02.000+0000,005OH000003ds0PYAQ,2025-11-14T19:35:02.000+0000,005OH000003ds0PYAQ,2025-11-14T19:35:02.000+0000,(613)888-7117,,pmundell@assante.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpi2cYAA,False,,23779117,0030A0000029nhVQAQ,0010A000002wAX6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:28:19.000+0000,False,False,005OH000005URvxYAG,2025-11-14T19:28:19.000+0000,005OH000005URvxYAG,2025-11-14T19:28:20.000+0000,005OH000005URvxYAG,2025-11-14T19:28:20.000+0000,(877)313-5112,(780) 498-2745,sparish@innovativebenefits.ca,(780)450-2507,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpikAYAQ,False,,23779190,0030A0000029mRcQAI,0010A000002w9RQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:29:23.000+0000,False,False,005OH000005URvxYAG,2025-11-14T19:29:23.000+0000,005OH000005URvxYAG,2025-11-14T19:29:23.000+0000,005OH000005URvxYAG,2025-11-14T19:29:23.000+0000,(780)408-3633,(780) 914-2216,craigbrenzan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpk1DYAQ,False,,23781401,0030A0000029ny7QAA,0010A000002wAixQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:07:15.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T20:07:15.000+0000,005OH000004Ir1xYAC,2025-11-14T20:07:15.000+0000,005OH000004Ir1xYAC,2025-11-14T20:07:15.000+0000,(403)253-4840,(403) 619-3247,ray.simundson@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpmuEYAQ,False,,23780824,0030A0000029bj9QAA,0010A000002w0aUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA RESET,Medium,"**dds**11/17/2025
called user at appointment time user is current with a client he will call us back at the workspace number.

user ma called claire for mfa reset,
talk the advisor back on the office number for authentication, disconnect the authenticator app but for reconnecting he schedule monday as a meet time.
Email=======
 Hello Simon,
Thank you for reaching out to Workspace Support, It was a pleasure talking with you today.
On our call we have disconnected your old authenticator connection and as mention we have schedule at time on Monday at 13:30pm est to assist with reconnecting your account with microsoft authenticator.
If you need to reschedule you can just email me 2 of your available slots.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T18:33:38.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-14T19:56:39.000+0000,005OH00000AZ3ZxYAL,2025-11-17T18:33:38.000+0000,005OH00000AZ3ZxYAL,2025-11-17T18:33:38.000+0000,(613)591-6661,,simon@conciergewealth.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpnezYAA,False,,23779724,0030A000002NzHtQAK,0010A000003AVbNQAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Setup MFA,Medium,"Name: Karima Anwar Khan
Advisor or support staff: Advisor
Advisor Code: C2214
Advisor Name: TARA ENNEVOR MGA
Phone: 604 737 6755
Email: kanwarkhan@rgfwealth.com		
1. Siebel verification: verified advisors info
2. Last Login to Workspace: Oct 15 .sf shows nov 13 

Issue: Being prompted to setup MFA

FINDINGS: Karima Anwar Khan NAME NOT FOUND IN SF OR 
SENT FOLLOW UP EMAIL

--------------------------------------***DDS 11/18/2025***--------------------------
RESOLUTION: 
UPDATE RECEIVED/CALLED KARIMA INSTEAD TO GET A BETTER UNDERSTANDING OF WHAT SHE NEEDS ASSISTANCE WITH
she's using advisors login and its asking to authenticate. advisor doesn't sign in she noted
Last Login to Workspace: Oct 15 and had to change password but didn't need to authenticate. SF shows Nov 13 but says it asked her to authenticate which is why she reached out. determined they need TPA setup. sent TPA form/contact for DM

advisors SF no MFA setup--advised her to have advisor contact us if she needs help to setup
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001p1QqAAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HGK8AAO%26cntc%3D0035o000004HGK8AAO%26id%3D0055o000001p1QqAAI

sent follow up
--------------------------------------***DDS 11/18/2025***--------------------------
Hello Karima,
Thanks for taking my call and it was a pleasure speaking to you.
As discussed, you’re using the advisor’s Tara’s Workspace login and being prompted to setup Multi Factor Authentication, but you and your co-worker will also need access to Workspace. 
We’ve determined for you to have your own access; your advisor will need to complete the attached TPA form and send it off. 
Please have your advisor fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com 
Once Distribution Methodology processes this form, you should be able to access your advisor’s clients on the platform.
If the Tara needs assistance with setting up Multifactor Authentication on their Workspace profile, please have Tara contact us directly for assistance.
🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS 11/18/2025***--------------------------
Hello Anita,
May you kindly outline the process of initiating third party access?
Thank you kindly.
Warmest Regards,
Karima Anwar Khan, BEnv
Client Services Associate
T 604 737 6755
rgfwealth.com/taraennevor



--------------------------------------***DDS  11/18/2025***--------------------------
UPDATE RECEIVED-SENT FOLLOW UP  
--------------------------------------***DDS  11/18/2025***--------------------------
Hello Karima,
Thanks for providing the requested information.
Are you wanting to setup the Multifactor Authentication (MFA) for  Workspace for yourself or is this for the advisor you support?
If its for the advisor, we will need to speak to the advisor directly.
If this is for you, you will need to have third party access setup by the advisor for you, was this completed? Did you receive any emails confirming? 
Please let us know so we can better understand who we’re helping, thanks.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/18/2025***--------------------------
EMAIL RECEIVED WITH REQUESTED DETAILS
--------------------------------------***DDS  11/18/2025***--------------------------
Hello Anita,
Thank you kindly for following up!
Kindly see below:
1.	Are you an advisor or do you support an advisor? Advisor Assistant
2.	Your advisor codes C2214
3.	Your time zone PST
4.	Three preferred dates and times for a callback 
o	Today after 2 PM PST
o	November 18: Anytime from 8 AM to 1 PM PST
o	November 19: Anytime from 8 AM to 4:30 PM PST
o	November 20: Anytime from 8 AM to 4:30 PM PST
5.	We will reach you at the phone number on file, please confirm the number 604-737-6755
Thank you so much!
Warmest Regards,
Karima Anwar Khan, BEnv
Client Services Associate
T 604 737 6755
rgfwealth.com/taraennevor



--------------------------------------***DDS  11/17/2025***---------------------------
SENT 2ND FOLOW UP EMAIL
--------------------------------------***DDS  11/17/2025***--------------------------
Hello Karima,
Following up on the below email. 
Please let us know if you still require assistance, if yes, please provide the details in the email, thanks.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 --------------------------------------***DDS  11/14/2025***--------------------------
Hello Karima,
As I understand you’re being prompted to setup Multifactor Authentication which is required to access Workspace.
You can setup a Mobile Authenticator on your phone such as Google or Microsoft or Salesforce Authenticators, you will need to download one onto your cell phone if you do not already use an authenticator today.
Please let me know which you have or prefer to use, and I’ll provide you with the steps to setup.
If you need assistance setting up, we can schedule a call to further assist.
Kindly provide the following details to help us schedule a callback if needed.
1.	Are you an advisor or do you support an advisor?
2.	Your advisor codes
3.	Your time zone
4.	Three preferred dates and times for a callback
5.	We will reach you at the phone number on file, please confirm the number 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  




--------------------------------------***DDS  11/14/2025***--------------------------
EMAIL RECEIVED FROM Christopher Lal FOR karima
--------------------------------------***DDS  11/14/2025***--------------------------
Hi Workspace support,
Could you please assist Karima below with her question? She is being prompted as shown.

Thanks,

Christopher Lal, BBA Dipl
Operations & Technology Administrator
T 604 737 6757

 
	1701 W Broadway
Vancouver, BC V6J 1Y3
T 604 732 6551
F 604 732 6553
TF 1 800 784 6066

RGF Integrated Wealth Management Ltd. | RGF Wealth Management Ltd.

NOTE: This email and attachments are confidential and solely for the use of the addressee. If you are not the intended recipient, you are hereby notified that any use of the contents is strictly prohibited. Please notify the sender immediately and delete it from your computer. All incoming emails are scanned to eliminate unsolicited advertising which could result in the loss of a legitimate email; tell us if you have concerns about this automatic filtering.
From: Karima Anwar Khan <kanwarkhan@rgfwealth.com> 
Sent: Thursday, November 13, 2025 10:34 AM
To: Christopher Lal <clal@rgfwealth.com>
Subject: Canada Life Insurance Login - Inquiry

Hello Chris,
Hope you’re doing well!
For Canada Life – Insurance, we use to be able to login via our Team’s KeePass ( last login Oct 15); however, now the following prompt appears:
 
Kindly advise.
Thank you for your help!
Warmest Regards, 

Karima Anwar Khan
Client Services Associate
T 604 737 6755",True,2025-11-18T18:15:05.000+0000,False,False,005OH00000AUS7aYAH,2025-11-14T19:37:58.000+0000,005OH00000AUS7aYAH,2025-11-18T19:07:12.000+0000,005OH00000AUS7aYAH,2025-11-18T19:07:12.000+0000,(604)732-6551,,tennevor@rgfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,139.0
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500OH00000fpp8yYAA,False,,23780456,0030A0000029lsmQAA,0010A000002w8wRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:49:48.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T19:49:48.000+0000,005OH000003ds0PYAQ,2025-11-14T19:49:48.000+0000,005OH000003ds0PYAQ,2025-11-14T19:49:48.000+0000,(905)666-5202,,patricia.walsh@ipcsecurities.com,(905)666-5304,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpqZeYAI,False,,23780407,0030A0000029ZmwQAE,0010A000002vz1FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA issue,Medium,"Hi Ivan,

It’s been brought to our attention that you need assistance with your access to Workspace.

I would like to set up a phone call with you to help you. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code

	We will reach you at the phone number on file 

I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Sharmaine B <sharmaine@imcfinancial.ca> 
Sent: November 14, 2025 9:46 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace login

Hi, Can you please reset this page? The authenticator no longer shows Canada Life. Ivan cannot access his account, and he needs to add the QR code again in the authenticator app to regain access. Sincerely, Sharmaine B Administratrice | Administrator
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

Can you please reset this page? The authenticator no longer shows Canada Life. Ivan cannot access his account, and he needs to add the QR code again in the authenticator app to regain access.

 

Sincerely,

Sharmaine B
Administratrice | Administrator
Services Financiers Ivan M Cons Inc. | Ivan M Cons Financial Services Inc.
Cabinet de Services Financiers | Financial Services Firm
Depuis 1990 | Since 1990
590-100 Alexis-Nihon, Ville St.-Laurent, Quebec H4M 2P1
sharmaine@imcfinancial.ca | www.imcfinancial.ca 
Tel: 514-336-6211 x 4  |  Fax: 514-336-6117

Ce message peut contenir de l’information privilégiée ou confidentielle. Si ce message ne vous est pas adressé ou si vous l’avez reçu par erreur, veuillez aviser l’émetteur immédiatement et effacer l’original, sans en tirer de copie ni en dévoiler le contenu. / This message may contain privileged or confidential information. If you are not the intended recipient of this message, or if you have received it by mistake, please notify the sender immediately and delete the original without making a copy or disclosing its content. 

AVIS: Les virus informatiques peuvent être transmis par courrier électronique. Le destinataire doit vérifier cet e-mail et les pièces jointes pour la présence de virus. ServicesFinanciers Ivan M. Cons décline toute responsabilité pour tout dommage causé par un virus transmis par cet e-mail. La transmission par courrier électronique ne peut pasêtre garantie comme étant sécurisée ou exempte d'erreurs, car les informations peuvent être interceptées, corrompues, perdues, détruites, peut arriver en retard ouincomplètes ou contenir des virus. Services Financiers Ivan M. Cons, par conséquent, n'accepte aucune responsabilité pour toute erreur ou omission dans le contenude ce message qui résulte de la transmission par courrier électronique. Ce message peut contenir de l’information privilégiée ou confidentielle. Si ce message ne vous est pasadressé ou si vous l’avez reçu par erreur, veuillez aviser l’émetteur immédiatement et effacer l’original, sans en tirer de copie ni en dévoiler le contenu. 

NOTICE: Computer viruses can be transmitted via email. The recipient should check this email and any attachments for the presence of viruses. Ivan M. Cons FinancialServices accepts no liability for any damage caused by any virus transmitted by this email. Email transmission cannot be guaranteed to be secure or error-free, as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. Ivan M. Cons Financial Services, therefore, does notaccept liability for any errors or omissions in the contents of this message which arise as a result of email transmission. This message may contain privileged or confidential information. If you are not the intended recipient of this message, or if you have received it by mistake, please notify the sender immediately and delete the original without making a copy or disclosing its content.",True,2025-11-14T19:49:06.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T19:49:06.000+0000,005OH00000AbCcLYAV,2025-11-14T19:49:06.000+0000,005OH00000AbCcLYAV,2025-11-14T19:49:06.000+0000,(514)336-6211,,info@imcfinancial.ca,(514)336-6117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpqszYAA,False,,23780033,0030A0000029WE5QAM,0010A000002vw1jQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:42:56.000+0000,False,False,005OH000003ds0PYAQ,2025-11-14T19:42:56.000+0000,005OH000003ds0PYAQ,2025-11-14T19:42:56.000+0000,005OH000003ds0PYAQ,2025-11-14T19:42:56.000+0000,(705)647-2044,,pascal.simard@scotiawealth.com,(705)647-2018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpsOXYAY,False,,23780216,003G0000018f7nyIAA,0010A000002wPuQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Firm asking when their extraction date will be,Medium,"Bonjour Linda, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Les extractions de données de GRC  ont commencées à la fin du deuxième trimestre de 2025. Elles sont effectuées de manière progressive. M. Turcotte recevra un courriel lorsque ses données seront disponibles pour téléchargement. 

 Nous avons commencé par les représentants qui ont le moins de données de GRC, jusqu’à ceux qui en ont le plus. Surveillez ce courriel et assurez-vous d’assister aux séances organisées par votre spécialiste régional en soutien à la distribution numérique pour vous aider à vous préparer à ce changement.

Bonne journée!


J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  




From: Linda Genest <lindagenest@turcottetrustco.com> 
Sent: Friday, November 14, 2025 7:48 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] transfert GCR

Bonjour, Pouvez-vous vérifier si toute les données GCR sont transférées pour les codes suivants. Code : WTUR _ W2722 _ W2373 _ W0914 _ W0874 _ W0840 _ W0754 _ W0717 _ W0707 _ W0619 _ W0617 _ W0604 _ W0588 _ W0573 Merci, bonne journée! Linda
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Pouvez-vous vérifier si toute les données GCR sont transférées pour les codes suivants. 
Code : WTUR _ W2722 _ W2373 _ W0914 _ W0874 _ W0840 _ W0754 _ 
   W0717 _ W0707 _ W0619 _ W0617 _ W0604 _ W0588 _ W0573 

Merci, bonne journée!

Linda Genest
Pour Michel Turcotte
	 
 
Turcotte Trustco Compagnie inc.
973, Avenue Taniata
Lévis (Québec)  G6Z 3G9
 
Linda Genest
Adjointe administrative
 418-563-3777
 866-830-3777
 
  418-839-2483	Confidentialité: Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement.
lindagenest@turcottetrustco.com      Est-ce vraiment nécessaire d'imprimer ce courriel?",True,2025-11-14T19:45:43.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T19:45:43.000+0000,0055o000001zVCKAA2,2025-11-14T19:46:07.000+0000,0055o000001zVCKAA2,2025-11-14T19:46:07.000+0000,(418)563-3777,(418) 569-5026,michelturcotte@turcottetrustco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpt2tYAA,False,,23780625,003G0000018f7O7IAI,0010A000002wPUYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policies are closed in Investment Centre but active in Workspace and in Copilot - WSL,Medium,"Good afternoon Darlene,

I hope you are doing fine.
Please note, the policy still has a value which is why the policy is still appearing with a balance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   

You can also click here to register for Virtual Online Training. 
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.
 
Jeremie B.
Distribution Digital Support Specialist 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 


Hi Darlene, 

Thanks for confirming the information below. 

We’ve escalated one ticket to our Digital Lab Technical Support team for the GWL Segregated funds RRSP which should be inactive. 

We will communicate with you once an update is available. 

Have a wonderful weekend!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Darlene Koop <client@staterafp.ca> 
Sent: Friday, November 14, 2025 11:58 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Jolene Tosh -- inactive account still showing as Active - C23780625 - INC1857103

Hello, NO, that is incorrect. Only the GWL Segregated funds RRSP policy 232035569 is terminated. The client’s RESP is STILL ACTIVE. Darlene Koop, ACS Client Service Associate, Investments Statera Financial Planners 210 – 13220 St Albert Trail
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,  NO, that is incorrect.  
Only the GWL Segregated funds RRSP policy 232035569 is terminated.

The client’s RESP is STILL ACTIVE.

Darlene Koop, ACS
Client Service Associate, Investments

Statera Financial Planners
210 – 13220 St Albert Trail NW, Edmonton, AB  T5L 4W1
Phone/Fax: 587-855-6836
client@staterafp.ca 


You are receiving this email because you have a relationship with our firm. If you no longer wish to receive emails of this nature, please reply with unsubscribe in the subject line. 

The contents of this communication, including any attachments, are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 14, 2025 12:55 PM
To: Darlene Koop <client@staterafp.ca>
Subject: RE: Jolene Tosh -- inactive account still showing as Active - C23780625

Hi Darlene, 

Just to confirm. Both policies are now terminated?

If they are this is defintely a technical issue since both policies still appears active in Canada Life systems. 


Please confirm and I will escalate your issue to our Digital Lab Technical Support team. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Darlene Koop <client@staterafp.ca> 
Sent: Friday, November 14, 2025 9:46 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Jolene Tosh -- inactive account still showing as Active

Good Morning, The account was closed on July 20, 2025 as per screenshot below. Thank you, Darlene Koop, ACS Client Service Associate, Investments Statera Financial Planners 210 – 13220 St Albert Trail NW, Edmonton, AB T5L 4W1 Phone/Fax: 587-855-6836

Good Morning,

The account was closed on July 20, 2025 as per screenshot below.

 

Thank you, 

Darlene Koop, ACS
Client Service Associate, Investments

Statera Financial Planners
210 – 13220 St Albert Trail NW, Edmonton, AB  T5L 4W1
Phone/Fax: 587-855-6836
client@staterafp.ca 


You are receiving this email because you have a relationship with our firm. If you no longer wish to receive emails of this nature, please reply with unsubscribe in the subject line. 

The contents of this communication, including any attachments, are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 14, 2025 10:43 AM
To: Darlene Koop <client@staterafp.ca>
Subject: RE: Jolene Tosh -- inactive account still showing as Active

Hi Darlene, 

Thank you for contacting Workspace Support.  

Can you confirm when the account was closed in Investment Centre?

It can takes 5-7 business days for updates to flow from Investment Centre to Workspace. 

If it was closed more than 7 business days ago, can you provide a screenshot from Investment Centre that shows this account closed? We will need this requirement to escalate your issue to our Digital Lab Technical Support team. 

Thanks for your help. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Darlene Koop <client@staterafp.ca> 
Sent: Thursday, November 13, 2025 7:34 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Jolene Tosh -- inactive account still showing as Active

Good Morning, In the screenshot below, you can see that there are 2 policies listed under Wealth Assets, however, the RRSP policy 232035569 is CLOSED on Investment Centre, so this should no longer be showing as an active policy on Workspace. 

Good Morning,
In the screenshot below, you can see that there are 2 policies listed under Wealth Assets, however, the RRSP policy 232035569 is CLOSED on Investment Centre, so this should no longer be showing as an active policy on Workspace.

The second screenshot from Investment Centre, shows that the RRSP plan is closed.






































Thank you for looking into this,

Darlene Koop, ACS
Client Service Associate, Investments
 

You are receiving this email because you have a relationship with our firm. If you no longer wish to receive emails of this nature, please reply with “unsubscribe” in the subject line.

The contents of this communication, including any attachments, are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2026-01-02T17:21:49.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T19:53:06.000+0000,0055o000001zVCKAA2,2026-01-02T17:21:49.000+0000,0055o000001zVCKAA2,2026-01-02T17:21:49.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpv4hYAA,False,,23780754,0030A0000029oL7QAI,0010A000002wB0EQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,SP ISSUE,Medium,"Good day David,

Thank you for contacting the Workspace Support team. We understand you're experiencing an issue submitting an application on Simple Protect.

Your issue was escalated for immediate investigation. We appreciate you bringing this to our attention and will investigate further. 

We thank you for your patience as we investigate this matter. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000AbCcLYAV,2025-11-14T19:55:23.000+0000,005OH00000AbCcLYAV,2025-11-14T20:31:14.000+0000,005OH00000AbCcLYAV,2025-11-14T20:31:14.000+0000,(416)588-2808,6472590777,dwills@ifcg.com,(416)588-3634,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpvhPYAQ,False,,23781468,0035o000007bcK5AAI,0015o000008IBAZAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:08:15.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T20:08:15.000+0000,005OH000006owoYYAQ,2025-11-14T20:08:16.000+0000,005OH000006owoYYAQ,2025-11-14T20:08:16.000+0000,(306)209-0863,,janewang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpvsgYAA,False,,23780941,0035o000003G9mhAAC,0015o000003tjxGAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T19:58:54.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T19:58:54.000+0000,005OH000006owoYYAQ,2025-11-14T19:58:54.000+0000,005OH000006owoYYAQ,2025-11-14T19:58:54.000+0000,(306)881-8417,,yuw809@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpvzDYAQ,False,,23782112,0031600002XceWqAAJ,0010A000002wOBlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-11-14T20:34:26.000+0000,False,False,005OH000006uYruYAE,2025-11-14T20:19:31.000+0000,005OH000006uYruYAE,2025-11-14T20:34:26.000+0000,005OH000006uYruYAE,2025-11-14T20:34:26.000+0000,(204)325-7203,,stephanie@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpxPqYAI,False,,23781079,0030A0000029eP9QAI,0010A000002w2mQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace training Request,Medium,System Inf,True,2025-11-14T20:01:38.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T20:01:38.000+0000,0055o000001zVCKAA2,2025-11-14T20:01:38.000+0000,0055o000001zVCKAA2,2025-11-14T20:01:38.000+0000,(604)377-0068,,jjlai50@hotmail.com,(604)439-9456,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpy0yYAA,False,,23782712,0030A00000BJyzoQAD,0010A00000BuLN7QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:30:13.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T20:30:13.000+0000,005OH000006owoYYAQ,2025-11-14T20:30:13.000+0000,005OH000006owoYYAQ,2025-11-14T20:30:13.000+0000,(306)450-6847,,jackcao@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fpyVbYAI,False,,23781466,0030A0000029ny7QAA,0010A000002wAixQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:08:14.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T20:08:14.000+0000,005OH000004Ir1xYAC,2025-11-14T20:08:14.000+0000,005OH000004Ir1xYAC,2025-11-14T20:08:14.000+0000,(403)253-4840,(403) 619-3247,ray.simundson@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fq05yYAA,False,,23781247,0030A0000029V3WQAU,0010A000002vv5wQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client Listing Request,Medium,"Hello Jeff,

The reason in this case we cannot provide you or Andrea any information is because any Third-Party Access (TPA) is relinquished the moment the advisor code is no longer active. At that point you don’t have any access over any information to do with that code regardless of if you may or may not have TPA for other codes to do with that advisor.  

I have cc’d my leader on this email if you require to continue to discuss further

Thank you!

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jeff Davis <jeffd@trustonefinancial.ca> 
Sent: November 14, 2025 2:17 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: Client Listing Request for Christopher Sandy Munro - 23699335, 23781247

Hi Jamie Regarding your response below to Andrea, the advisor is under our MGA regardless of his code no longer being active. As a result, we should still be entitled to receive the list of business in order to us to manage transferring the
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Jamie
Regarding your response below to Andrea, the advisor is under our MGA regardless of his code no longer being active.  As a result, we should still be entitled to receive the list of business in order to us to manage transferring the existing business to a new advisor so that the clients can be serviced properly.  If you are still not able to provide this listing can you please provide me with your superior to discuss this request. 
Thanks 

Jeff Davis
	BA, FLMI, ACS
	|	 	He / Him


VP, Insurance and Marketing



 

TruStone Financial Inc.

130 2550 Matheson Blvd. E.
	|	Mississauga
	ON
	L4W 4Z1


t.	 	(905) 366 6169
	| f.	 	(905) 366 6181



Follow us: 	 


The content of this message is subject to our email confidentiality policy.


 

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 12, 2025 10:33 AM
To: Andrea Ru <andrear@trustonefinancial.ca>
Subject: RE: Client Listing Request for Christopher Sandy Munro - 23699335

	You don't often get email from businessreporting@canadalife.com. Learn why this is important 

Hello Andrea,

Our team has received your CANINDSERV to provide Client Listings report for Advisor code 50274. Please note this code is no longer active. Information can be provided to the advisor only. 
Please let us know if you would like us to proceed
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: CANINDSERV <CANINDSERV@canadalife.com> 
Sent: November 11, 2025 9:53 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: Client Listing Request for Christopher Sandy Munro - 23699335

Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Andrea Ru <andrear@trustonefinancial.ca> 
Sent: November 7, 2025 12:32 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] Client Listing Request for Christopher Sandy Munro 

Good afternoon, Can you please provide a client listing for our advisor Christopher Sandy Munro with selling code 50274. Thanks for your help! Andrea Ru Sales & Marketing Specialist TruStone Financial Inc. 2401 4710 Kingsway | Burnaby BC

Good afternoon,

Can you please provide a client listing for our advisor Christopher Sandy Munro with selling code 50274.

Thanks for your help!

Andrea Ru


Sales & Marketing Specialist



 

TruStone Financial Inc.

2401 4710 Kingsway
	|	Burnaby
	BC
	V5H 4M2


t.	 	(604) 558 7609
	| f.	 	(778) 945 6909



Follow us: 	 


The content of this message is subject to our email confidentiality policy.


 

From: TruStone Marketing 
Sent: November 6, 2025 3:18 PM
To: canindserv@canadalife.com
Subject: Client Listing Request for Christopher Sandy Munro 

Hello,

I hope you are doing well. I wanted to follow up on the request below to see if there have been any updates.

Thank you,

Andrea Ru


Sales & Marketing Specialist



 

TruStone Financial Inc.

2401 4710 Kingsway
	|	Burnaby
	BC
	V5H 4M2


t.	 	(604) 558 7609
	| f.	 	(778) 945 6909



Follow us: 	 


The content of this message is subject to our email confidentiality policy.


 

From: TruStone Marketing 
Sent: November 3, 2025 1:02 PM
To: canindserv@canadalife.com
Subject: Client Listing Request for Christopher Sandy Munro 

Good afternoon,

Can you please provide a client listing for our advisor Christopher Sandy Munro with selling code 50274.

Thanks for your help!


Andrea Ru


Sales & Marketing Specialist



 

TruStone Financial Inc.

2401 4710 Kingsway
	|	Burnaby
	BC
	V5H 4M2


t.	 	(604) 558 7609
	| f.	 	(778) 945 6909



Follow us: 	 


The content of this message is subject to our email confidentiality policy.",True,2025-11-14T20:23:15.000+0000,False,False,005OH0000088z1hYAA,2025-11-14T20:04:31.000+0000,005OH0000088z1hYAA,2025-11-14T20:23:15.000+0000,005OH0000088z1hYAA,2025-11-14T20:23:15.000+0000,(905)366-6165,(905) 334-1411,jeffd@trustonefinancial.ca,(905)366-6182,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fq16tYAA,False,,23781156,0030A0000029ndpQAA,0010A000002wATpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:03:02.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T20:03:02.000+0000,005OH000004Ir1xYAC,2025-11-14T20:03:02.000+0000,005OH000004Ir1xYAC,2025-11-14T20:03:02.000+0000,(587)743-1471,,ccross@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fq1QHYAY,False,,23782254,0030A0000029bSeQAI,0010A000002w0OuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:22:07.000+0000,False,False,0055o000001NWfMAAW,2025-11-14T20:22:07.000+0000,0055o000001NWfMAAW,2025-11-14T20:22:07.000+0000,0055o000001NWfMAAW,2025-11-14T20:22:07.000+0000,(905)307-8999,(416) 616-1682,,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fq2vmYAA,False,,23781256,0030A0000029nfjQAA,0010A000002wAVUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:04:47.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T20:04:47.000+0000,005OH000004Ir1xYAC,2025-11-14T20:04:47.000+0000,005OH000004Ir1xYAC,2025-11-14T20:04:47.000+0000,(403)384-0290,,derek.lalonde@raymondjames.ca,(403)384-0289,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fq3dLYAQ,False,,23781709,0035o0000079r03AAA,0015o000007oqWXAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:12:29.000+0000,False,False,005OH00000865wTYAQ,2025-11-14T20:12:29.000+0000,005OH00000865wTYAQ,2025-11-14T20:12:29.000+0000,005OH00000865wTYAQ,2025-11-14T20:12:29.000+0000,(587)847-3111,,joey@tenoeight.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fq6HuYAI,False,,23785057,0030A00000CTdBQQA1,0010A00000D4m5LQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,Assisted with ws registration,True,2025-11-14T21:46:46.000+0000,False,False,005OH00000BFQFGYA5,2025-11-14T21:17:02.000+0000,005OH00000BFQFGYA5,2025-11-14T21:46:46.000+0000,005OH00000BFQFGYA5,2025-11-14T21:46:46.000+0000,(604)846-6900,,nichilly@hotmail.com,(604)846-7100,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fq9SfYAI,False,,23784050,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Plan type correction - INC1856756,Medium,"**** DDS 17NOV2025 ***
plan type corrected, advised user
*** DDS 14NOV2025 ***
HO has cofirmed that 411233398 is a RRIF in internal systems and MyServ, however Workspace is showing Spousal RRIF. Screenshot attached. Can you please investigate and correct the plan type?

Client First name: LORNE
Client Last name: KASHIN
Client DOB: 13JUN1954
Policy Number: 411233398
Contract type: CIWIU
Salesforce ID: 02iOH00000HXAnGYAX
CIS ID: 1286073332

Thank you!!!
-----------------------------------------------------EMAIL CHAIN:

Hello Cody,

I have heard back from our Digital Hub team and the plan type for this policy has been corrected in Workspace. Please let me know if you have any questions or if anything further is required.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
----------------------------
Hello Cody,

Thank you for contacting Workspace Support regarding the plan type correction for this policy. I have escalated a ticket to our Digital Hub team for investigation, and I will follow up with you as soon as I hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Williamson, Cody <Cody.Williamson@canadalife.com> 
Sent: November 14, 2025 8:54 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Lorne Kashin 411233398 - INC1856756/C23784050

Hello,

The advisor has indicated that the above policy – 411233398 – is showing as a Spousal RRIF through Workspace; however, this policy on our internal system (as well as MyServ) is showing correctly as a RRIF.

Could this place be looked into and advised how we can go about having this updated?

Thanks! 


Cody Williamson (he/him)
Sr. Customer Service Specialist  |  Retirement Income
cody.williamson@canadalife.com  |  548-485-5013

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Pitch Financial Info <info@pitchfinancial.com> 
Sent: November 13, 2025 9:18 AM
To: Williamson, Cody <Cody.Williamson@canadalife.com>
Cc: Pitch, Raymond <rpitch@pitchfinancial.com>; Jeffrey Pitch <jpitch@pitchfinancial.com>; Lareina / Pitch Financial Group <inquiry@pitchfinancial.com>
Subject: [EXT] RE: Lorne Kashin 411233398

Hello Cody, Thank you for your email. Yes, the report that was included was issued from Advisor Workspace. If you have any questions or if we can be of any assistance, please do not hesitate to contact our office. Kind regards, Lilly He Advisor
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Cody,

Thank you for your email.

Yes, the report that was included was issued from Advisor Workspace.


If you have any questions or if we can be of any assistance, please do not hesitate to contact our office.

Kind regards,

Lilly He
Advisor Assistant for Raymond Pitch and Jeffrey Pitch

The Pitch Financial Group|Tel: 905-752-2626| Ext: 1316| Fax: 905-475-2836
7030 Woodbine Avenue, Suite 300
Markham, ON, L3R 6G2

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From: Williamson, Cody <Cody.Williamson@canadalife.com> 
Sent: November 12, 2025 5:36 PM
To: Pitch Financial Info <info@pitchfinancial.com>
Subject: Lorne Kashin 411233398

Hello,

We received the attached inquiry regarding the above client’s RRIF.

Could you please confirm if the report that was included was issued from Advisor Workspace? 

I can confirm that on our internal system, the policy is showing correctly as a RRIF (I have also attached a report from MyServ for reference).

Thank you for your help,


Cody Williamson (he/him)
Sr. Customer Service Specialist  |  Retirement Income
cody.williamson@canadalife.com  |  548-485-5013

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-17T16:43:47.000+0000,False,False,005OH000006wv2TYAQ,2025-11-14T20:55:45.000+0000,005OH000006wv2TYAQ,2025-11-17T16:43:47.000+0000,005OH000006wv2TYAQ,2025-11-17T16:43:47.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqCdNYAU,False,,23782144,0030A0000029n0oQAA,0010A000002w9vdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:20:13.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T20:20:13.000+0000,005OH000004Ir1xYAC,2025-11-14T20:20:13.000+0000,005OH000004Ir1xYAC,2025-11-14T20:20:13.000+0000,(403)253-4840,,mark.dejong@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqD1aYAE,False,,23783003,0030A0000029hPtQAI,0010A000002w5KQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:35:38.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T20:35:38.000+0000,005OH000004Ir1xYAC,2025-11-14T20:35:38.000+0000,005OH000004Ir1xYAC,2025-11-14T20:35:38.000+0000,(403)539-9511,,jason.lovas@landy.ca,(403)253-1922,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqFHuYAM,False,,23783019,003OH000003avHNYAY,001OH000004WUv8YAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:35:54.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T20:35:54.000+0000,005OH000006owoYYAQ,2025-11-14T20:35:54.000+0000,005OH000006owoYYAQ,2025-11-14T20:35:54.000+0000,(416)806-6917,,weicai@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqHErYAM,False,,23782573,0035o000006JbDfAAK,0015o000006ogwhAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:27:45.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T20:27:45.000+0000,005OH000006owoYYAQ,2025-11-14T20:27:46.000+0000,005OH000006owoYYAQ,2025-11-14T20:27:46.000+0000,(306)881-8800,,mayhu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqHekYAE,False,,23785757,003G0000018f6wnIAA,0010A000002wOydQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-P051,Medium,"Advisor is getting ERR-P051 when accessing a product details for her clients. She confirmed that it should have been funded since this policy has been on going for few years already. She is getting this error for a month already. reference was KB0020732 AW – Managing the ERR-P051 error (Attempt to retrieve AEM product mapping failed) - INC1857066
========================
Hello Roberta,

Thank you for your patience while our digital partners investigate the issue you had with not being able to access your client’s product details.

The good news is that the issue has been resolved. Log into Workspace at anytime to view your client’s product details.

f there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 14, 2025 4:33 PM
To: McIntyre, Roberta <roberta@springleaf.ca>
Subject: INC1857066 / 23785757 - getting ERR-P051 


Hi Roberta,

Thank you for contacting the workspace support about getting an error ERR-P051 when accessing a product detail and a situation about the new application not going through the next stage.

We were able to resolve the later concern in which you were able to successfully forward the application to your client however error ERR-P051issue is still on going. I have escalated this case to the team and will provide you an update once the request is worked on.

I do appreciate your patience in going through the process and thank you for your understanding.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

in going through the process and thank you for your understanding.",True,2025-11-19T18:21:20.000+0000,False,False,005OH00000BFPZHYA5,2025-11-14T21:32:50.000+0000,005OH00000BFPZHYA5,2025-11-19T18:21:20.000+0000,005OH000002iN7pYAE,2025-11-19T18:21:20.000+0000,(250)718-7232,(250) 869-6335,roberta@springleaf.ca,(236)420-1180,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqOwKYAU,False,,23784145,0030A0000029hczQAA,0010A000002w5TjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T20:57:44.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T20:57:44.000+0000,005OH000006owoYYAQ,2025-11-14T20:57:44.000+0000,005OH000006owoYYAQ,2025-11-14T20:57:44.000+0000,(604)438-3699,,carriezhu@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqTHkYAM,False,,23786441,003OH000007sFB6YAM,001OH000009dYJMYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email change and preference setup,Medium,"Bonjour, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.

Lors de notre appel nous avons changé votre adresse courriel et configuré vos préférences. 

J’ai joint le guide de preferences pour reference future. 

Ce fut un plaisir de vous aider! 😊 Si vous pouviez m’accorder 5 secondes de votre précieux temps, veuillez cliquer sur ce lien pour évaluer mon service et partager vos idées sur notre plateforme Espace affaires. Vos commentaires nous aident à améliorer: cliquez ici.

Bonne fin de journée! 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T21:50:23.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T21:50:23.000+0000,0055o000001zVCKAA2,2025-11-14T21:52:10.000+0000,0055o000001zVCKAA2,2025-11-14T21:52:10.000+0000,(514)264-4401,,tommy.bedard@bbfinances.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqTrAYAU,False,,23784024,003G0000018f6skIAA,0010A000002wOuTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-11-14T21:10:17.000+0000,False,False,005OH000006uYruYAE,2025-11-14T20:55:11.000+0000,005OH000006uYruYAE,2025-11-14T21:10:17.000+0000,005OH000006uYruYAE,2025-11-14T21:10:17.000+0000,(905)332-3400,(905) 631-5673,percy.pierre@hudsonwealth.ca,(905)332-3999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqVuYYAU,False,,23784354,0030A0000029V2bQAE,0010A000002vv51QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request redirect,Medium,"contact info update required

**EMAIL**

Good afternoon Dave,

Our team received your request for MAS (Wrap) Fee charges summary report via Investment Centre. Unfortunately, it appears this contact information is not up-to-date with Canada Life under your Direct Channel for us to send you the requested information. Please reach out to fieldoperations@canadalife.com to have your information updated. Once you receive confirmation, please let us know and we will look into this request.


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: David Watson Douglas
Code: 13524

Please email it to davedouglas@aspirefinancial.ca",True,2025-11-14T21:01:51.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T21:01:51.000+0000,005OH0000071DK9YAM,2025-11-14T21:01:52.000+0000,005OH0000071DK9YAM,2025-11-14T21:01:52.000+0000,(519)435-6369,,davedouglas@aspirefinancial.ca,(519)435-7599,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqWHCYA2,False,,23785123,003G0000018f7O7IAI,0010A000002wPUYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:18:41.000+0000,False,False,0055o000002KxaMAAS,2025-11-14T21:18:41.000+0000,0055o000002KxaMAAS,2025-11-14T21:18:41.000+0000,0055o000002KxaMAAS,2025-11-14T21:18:41.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqapPYAQ,False,,23784317,0030A00000Cb1jfQAB,0010A000002wOh1QAE,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Q347 Paperless Status Report,Medium,"**WRS Email Thread** Nov 14 2025

Bonjour Marie-Eve,

Notre équipe a reçu votre demande pour avoir une liste de clients qui montre leur état électronique de Robert Tozzi. Un courriel avec le mot de passe sera envoyé après ce courriel.

Je vous remercie pour votre temps pour ce cas! 

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊  Wealth support (swoogo.com) 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

 
Salut!

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le document Excel envoyé: 

 34WTK12M
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: WealthReportingSupport@canadalife.com
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T21:01:04.000+0000,False,False,005OH000002iN7rYAE,2025-11-14T21:01:04.000+0000,005OH000002iN7rYAE,2025-11-14T21:01:04.000+0000,005OH000002iN7rYAE,2025-11-14T21:01:04.000+0000,,,marie-eve.olivier@fl55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqb5WYAQ,False,,23785493,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:26:34.000+0000,False,False,005OH000005URvxYAG,2025-11-14T21:26:34.000+0000,005OH000005URvxYAG,2025-11-14T21:26:35.000+0000,005OH000005URvxYAG,2025-11-14T21:26:35.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqf7cYAA,False,,23786567,0030A0000029nLjQAI,0010A000002wAESQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:53:54.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T21:53:54.000+0000,005OH000006owoYYAQ,2025-11-14T21:53:55.000+0000,005OH000006owoYYAQ,2025-11-14T21:53:55.000+0000,(306)665-0709,,rbell@mcfaull.com,(306)605-0737,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqgWcYAI,False,,23785330,0030A00000Cl3xEQAR,0010A00000DMld4QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Delegates unable to view policies in WS,Medium,"****DDS****11/14/25 

User mentioned none of her delegates has access to her clients in WS - asked user to provide 2 policies to use for verification
Logged into 3 of the delegates' WS accounts and found they have access to over 7000+ clients
Sent screenshots for references and advised user to inform delegates to use the global search bar when searching for clients or policies in WS 
============================================================================
 
****Email Chain****

Bonjour Nathalie,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès pour vos délègues.

En utilisant les 2 polices que vous avez fournir pendant l’appel, j’ai constaté que vos délégués ont accès à tous vos clients dans Espace Affaires. J’ai accédé les comptes de 2 de vos délégués juste pour montrer comme exemple et confirmer qu’ils ont tous accès à vos clients. Veuillez informer vos délégués d’utiliser aussi la barre de recherche qui se trouve juste à côté de leurs initiales dans le cercle. Voyez les captures d’écrans ci-dessous :

 


 


 


 


 
S’il existe toujours certaines polices auxquelles aucun de vos délégués n’a accès, veuillez nous informer et nous allons mener une enquête approfondie.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T22:09:21.000+0000,False,False,005OH0000097FtCYAU,2025-11-14T21:23:11.000+0000,005OH0000097FtCYAU,2025-11-14T22:09:21.000+0000,005OH0000097FtCYAU,2025-11-14T22:09:21.000+0000,(514)334-8701X4246,,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqghuYAA,False,,23784863,0030A0000029mQNQAY,0010A000002w9QBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided (resubmit)

**EMAIL**

Hi Maggie,

Please find the attached file of the requested 81745, 74655 Wealth Fund Client Listings report. Please note the password for this password-protected Excel file remains the same.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good day Maggie,

The Wealth Fund Client Listings password-protected Excel file will be sent shortly in an encrypted email message. Please note the password for the Excel file itself remains the same, HBHRBG2QXK


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Maggie Klisouras <mklisouras@mcquillangroup.com> 
Sent: November 14, 2025 1:42 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: Password Email

Hi Carmen: Can you please resend the password protected Excel file? Sincerely, Maggie Klisouras, B. Comm, CFP Administrative Manager, Insurance and Investments The McQuillan Group Inc. D/L# 647-496-2143 B# 416-865-0224 x314 The above information
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carmen:
Can you please resend the password protected Excel file?
 
Sincerely,
 
Maggie Klisouras, B.Comm, CFP
Administrative Manager, Insurance and Investments
The McQuillan Group Inc.
D/L# 647-496-2143
B# 416-865-0224 x314
 
The above information should not be taken as providing legal, accounting or tax advice.  You should obtain your own independent professional advice from your lawyer and/or accountant to take into account your particular circumstances.  This note must accompany all transmittals of this e-mail message.
This e-mail message and any attachments are confidential and The McQuillan Group Inc. reserves all rights of privilege in respect thereof.  The message is intended for the use of only the addressee(s) and if you are not the intended recipient, any use, disclosure or copying of this message is unauthorized.  If you have received this e-mail in error, please notify us immediately by telephone (416-865-0224) or by e-mail to the sender and delete this e-mail from your system.
 
Any form of reproduction, dissemination, copying, disclosure, modification, distribution and/or publication of this e-mail is strictly prohibited.  It is possible for data conveyed by e-mail to be deliberately or accidentally intercepted or corrupted.  For this reason, in communication solely by e-mail, The McQuillan Group Inc. is unable to accept any responsibility for any breaches of confidence which may arise through the use of this medium.
 
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 4, 2025 2:34 PM
To: Klisouras, Magdalene <mklisouras@mcquillangroup.com>
Subject: Password Email
 
Hi Maggie,
 
As mentioned in my previous email, please see below for your password-protected Excel file:
HBHRBG2QXK
 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
 
 
 
 
Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-14T21:13:06.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T21:13:06.000+0000,005OH0000071DK9YAM,2025-11-14T21:13:06.000+0000,005OH0000071DK9YAM,2025-11-14T21:13:06.000+0000,(416)865-0224,,mklisouras@mcquillangroup.com,(416)865-1614,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqhndYAA,False,,23784798,0035o000007ij0yAAA,0015o000008QAITAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:11:30.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T21:11:30.000+0000,005OH000006owoYYAQ,2025-11-14T21:11:30.000+0000,005OH000006owoYYAQ,2025-11-14T21:11:30.000+0000,(780)485-7159,,esterwu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqiuzYAA,False,,23784890,0030A0000029mi8QAA,0010A000002w9gZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:13:24.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T21:13:24.000+0000,005OH000006owoYYAQ,2025-11-14T21:13:24.000+0000,005OH000006owoYYAQ,2025-11-14T21:13:25.000+0000,(604)438-3699,(306) 201-6056,kevinsun@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqklYYAQ,False,,23785817,0030A0000029aZmQAI,0010A000002vzglQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:34:12.000+0000,False,False,0055o000001h4cFAAQ,2025-11-14T21:34:12.000+0000,0055o000001h4cFAAQ,2025-11-14T21:34:12.000+0000,0055o000001h4cFAAQ,2025-11-14T21:34:12.000+0000,(204)943-6311,(204) 291-4681,ncollette@mymts.info,(204)943-6161,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqmIgYAI,False,,23785433,0030A000008SyA7QAK,0010A000009N5hsQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:25:21.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T21:25:21.000+0000,005OH000006owoYYAQ,2025-11-14T21:25:21.000+0000,005OH000006owoYYAQ,2025-11-14T21:25:21.000+0000,(780)868-9538,,jamesxu@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqmovYAA,False,,23785243,003G0000018f7xBIAQ,0010A000002wQ3MQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:21:11.000+0000,False,False,0055o000001h4cFAAQ,2025-11-14T21:21:11.000+0000,0055o000001h4cFAAQ,2025-11-14T21:21:12.000+0000,0055o000001h4cFAAQ,2025-11-14T21:21:12.000+0000,(204)992-1000,(204) 880-5669,mdaoust@taxvantage.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqpekYAA,False,,23785592,0030A000008pIBIQA2,0010A000009k66xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:29:17.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T21:29:17.000+0000,005OH000006owoYYAQ,2025-11-14T21:29:17.000+0000,005OH000006owoYYAQ,2025-11-14T21:29:17.000+0000,(306)807-6598,,haoranhu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqqO7YAI,False,,23787941,003OH00000JvgvkYAB,001OH00000OMViZYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T22:42:25.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T22:42:25.000+0000,005OH000004Ir1xYAC,2025-11-14T22:42:26.000+0000,005OH000004Ir1xYAC,2025-11-14T22:42:26.000+0000,(587)952-1888,,joey@tievoliwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqrF8YAI,False,,23785958,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:37:24.000+0000,False,False,005OH000005URvxYAG,2025-11-14T21:37:24.000+0000,005OH000005URvxYAG,2025-11-14T21:37:25.000+0000,005OH000005URvxYAG,2025-11-14T21:37:25.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqsw1YAA,False,,23786401,0030A0000029otxQAA,0010A000002wBTuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Illustration,Medium,"User has inquiring regarding the Illustration and submitting an application. Referred to KB0021631, referred user to Reginal Sales Associate. 

Code: 30151
Email:elkasemail@yahoo.com

*************************************
Good afternoon, Elzbieta

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace illustration. 

As mentioned over the call, I would suggest contacting your Reginal Sales Associate, Marisa at Marisa.Spada@canadalife.com as they will be better equipped to assist you with the specific steps involved in completing the application. 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T22:30:27.000+0000,False,False,005OH00000BG5v4YAD,2025-11-14T21:49:20.000+0000,005OH00000BG5v4YAD,2025-11-14T22:30:36.000+0000,005OH00000BG5v4YAD,2025-12-13T02:02:52.000+0000,(416)676-6150,,elkasemail@yahoo.com,(905)271-7212,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqu9oYAA,False,,23786501,0035o000003cyd0AAA,0015o000004GmonAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:51:48.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T21:51:48.000+0000,005OH000006owoYYAQ,2025-11-14T21:51:49.000+0000,005OH000006owoYYAQ,2025-11-14T21:51:49.000+0000,(306)956-7803,,jon.kulyk@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqxUHYAY,False,,23786915,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T22:03:53.000+0000,False,False,005OH000001cCPNYA2,2025-11-14T22:03:53.000+0000,005OH000001cCPNYA2,2025-11-14T22:03:53.000+0000,005OH000001cCPNYA2,2025-11-14T22:03:53.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqxafYAA,False,,23786236,003OH00000HMDHtYAP,001OH00000LP3DFYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:44:41.000+0000,False,False,005OH000005URvxYAG,2025-11-14T21:44:41.000+0000,005OH000005URvxYAG,2025-11-14T21:44:41.000+0000,005OH000005URvxYAG,2025-11-14T21:44:41.000+0000,(780)953-3399,,dannytatszeto@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqxlxYAA,False,,23786256,0030A0000029at9QAA,0010A000002vzwpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:45:14.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T21:45:14.000+0000,005OH000006owoYYAQ,2025-11-14T21:45:15.000+0000,005OH000006owoYYAQ,2025-11-14T21:45:15.000+0000,(306)525-2561,,bthomson@invesdfsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqyBnYAI,False,,23786490,0030A0000029l34QAA,0010A000002w8FtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to find UL rates in ACH,Medium,"Bonjour, 

Merci d’avoir contacté l’équipe du soutien technique de l’Espace affaires.
Tel que discuté, pour consulter les rendements des polices universelles, veuillez cliquer sur Ressources sur les produits. Ensuite, au centre de la page, vous pourrez cliquer sur la section appropriée.

 

Vous y trouverez l’information recherchée.

Bon week-end!

Ce fut un plaisir de vous aider! 😊 Si vous pouviez m’accorder 5 secondes de votre précieux temps, veuillez cliquer sur ce lien pour évaluer mon service et partager vos idées sur notre plateforme Espace affaires. Vos commentaires nous aident à améliorer: cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T21:51:32.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T21:51:32.000+0000,0055o000001zVCKAA2,2025-11-14T21:51:52.000+0000,0055o000001zVCKAA2,2025-11-14T21:51:52.000+0000,(450)261-0243,,ecouture.gfec@gmail.com,(450)252-6292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqylGYAQ,False,,23786388,0030A0000033siDQAQ,0010A000003qgo6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T21:49:03.000+0000,False,False,005OH000006owoYYAQ,2025-11-14T21:49:03.000+0000,005OH000006owoYYAQ,2025-11-14T21:49:03.000+0000,005OH000006owoYYAQ,2025-11-14T21:49:03.000+0000,(306)242-1188,,clayton.quinn@invdfsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqzW1YAI,False,,23786387,0030A000007YZOYQA4,0010A000008QUxZQAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TCP Report Request,Medium,"report provided 

**EMAIL**

Hi Dianne,

As mentioned in my previous TCP email, please see below for your Excel file password(s):
I3CSZ5DKGL

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Dianne,

Please find the attached file of clients that do not have a trusted contact person (TCP) listed on file on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients that have a trusted contact person (TCP) set up. The details are as follows:

Request 1:
Advisor: Dianne Elizabeth Downie
Code: 27195

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to dianne@utleyfinancialgroup.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EfDinZWtKMhIn0aeYC_9T0YBxasYDtbwE497cUki8KwElQ?e=a3tSkS",True,2025-11-14T21:49:02.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T21:49:02.000+0000,005OH0000071DK9YAM,2025-11-14T21:49:03.000+0000,005OH0000071DK9YAM,2025-11-14T21:49:03.000+0000,(519)397-5000,(519) 872-1452,dianne@utleyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fqzscYAA,False,,23786793,003G0000018f7ykIAA,0010A000002wQ4hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Fund Client Listing,Medium,"**EMAIL**

Hi Mike,

As mentioned in my previous Wealth Fund Client Listings email, please see below for your password-protected Excel file:
357GZXTKJ4

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Hi Mike,

Please find W1332 Wealth Fund Client Listings report with fund details. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Julie, 

I am the owner and designer of the new Book of Business reporting.  Client personal information (Full date of birth, address information, etc.,) has been removed from the book of business reporting to comply with Canadian Privacy Laws. We have limited the amount of personal information in compliance with these laws and data governance policies.

The risk of data breach is too high to be transmitting such large amounts of client personal information via email.  The old versions should not be provided to advisors anymore.

We can provide the advisor with the fund level Wealth report, which contains quite a bit more policy details.  The old Cognos book of business reports does not comply with data governance and privacy policies.  (they are old and were built before that time). We are asking all users to discontinue sending these.  

Thanks! 

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: November 13, 2025 4:09 PM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: FW: AUM (on behalf of Mike Shawn) /Case23591644



From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 13, 2025 11:17 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: AUM (on behalf of Mike Shawn) /Case23591644

Hello 
The advisor has attached a report that was sent in May 2025 and are asking if we can match it? 

Thank you 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Tracy White <tracy@entrustfs.ca> 
Sent: November 13, 2025 10:28 AM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: [EXT] FW: AUM (on behalf of Mike Shawn) /Case23591644

Good morning Julie, Mike received the attached report, as per the first attachment however it is different then the one you sent us in May. Are you able to send us one like the second attachment which as you will notice includes all his mutual
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Good morning Julie,

Mike received the attached report, as per the first attachment however it is different then the one you sent us in May.  Are you able to send us one like the second attachment which as you will notice includes all his mutual fund and seg fund business as well as any clients who hold a DSC fund(s)?

Please let us know.

Thank you!

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Tracy White 
Sent: November 12, 2025 1:36 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Ok great, thank you Julie!  Do you have any idea when Mike can expect to receive the report (just curious)?

Thanks again 😊

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 12, 2025 1:33 PM
To: Tracy White <tracy@entrustfs.ca>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

You are right, the code was W1332 and the email.  I will contact Contracts to update the email. 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Tracy White <tracy@entrustfs.ca> 
Sent: November 12, 2025 2:31 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: [EXT] RE: AUM (on behalf of Mike Shawn) /Case23591644

Hi Julie, Is the other code either 090380 or W1332 under Advisor Solutions and does his email show as mike@ entrustfinancialservices. ca? Either way, his email address should be mike@ entrustfs. ca for everything as we had shortened our domain a

Hi Julie,

Is the other code either 090380 or W1332 under Advisor Solutions and does his email show as mike@entrustfinancialservices.ca?  Either way, his email address should be mike@entrustfs.ca for everything as we had shortened our domain a little while ago.

I will let Mike know the AUM report is being sent to him.

Thank you!

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 12, 2025 1:25 PM
To: Tracy White <tracy@entrustfs.ca>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Thank you, Tracy, I got the bottom of this and it looks like Mike also had a code under GWL and the email address differs from the one I provided them.  The information was conflicting. Should we be updating the email address for both? 

They are sending the request to the advisor’s email but wanted to ensure we will not have this issue arise again. 

Thank you

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Tracy White <tracy@entrustfs.ca> 
Sent: November 12, 2025 9:54 AM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: [EXT] RE: AUM (on behalf of Mike Shawn) /Case23591644

Good morning Julie, That’s strange, however his one and only active code is A3065. Let me know if you need anything else. Thank you! Tracy White Marketing Assistant Entrust Financial Services Quadrus Investment Services Ltd. From: Shearing,

Good morning Julie,

That’s strange, however his one and only active code is A3065.

Let me know if you need anything else.

Thank you!

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 12, 2025 8:50 AM
To: Tracy White <tracy@entrustfs.ca>
Subject: FW: AUM (on behalf of Mike Shawn) /Case23591644

Hi Tracy 
There seems to be an issue with Mike’s contract number.  It is not showing active. 
Can you provide me the active codes or if we are currently moving codes? 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 11, 2025 4:51 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Good afternoon Julie,

Unfortunately, it appears Michael Shawn’s contact is not up-to-date on file with Canada Life (Direct and Indirect Channel) to receive the requested information. Please have the advisor reach out to Contracts&Compensation@canadalife.com to have the information updated for us to fulfil this request.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.





From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: October 31, 2025 11:21 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: AUM (on behalf of Mike Shawn)

Hello
The advisor has requested a B101A report to be sent to their email. 
Thank you, have a great day. 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Tracy White 
Sent: October 30, 2025 4:20 PM
To: Shearing, Julie 
Subject: [EXT] AUM (on behalf of Mike Shawn)

Good afternoon Julie, We hope you are doing well! Mike asked me to reach out to you to request a current report number B101a, as per below. Thank you and take care 😊 Tracy White Marketing Assistant Entrust Financial Services Quadrus

Good afternoon Julie,

We hope you are doing well!

Mike asked me to reach out to you to request a current report number B101a, as per below.

Thank you and take care 😊

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.
Suite 206, 1615 St. Mary's Rd, Winnipeg, MB, R2M 3W8
P (204) 272-9670 / F (204) 272-9679 / TF (800) 988-7994

 Please consider the Environment before printing this E-Mail

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: May 21, 2025 8:30 AM
To: Mike Shawn <mike@entrustfs.ca>
Cc: Tracy White <tracy@entrustfs.ca>
Subject: RE: AUM

Good morning
Thank you again, I have figured out how to add it. My apologies, I thought I had but there was a user error and I needed help from a younger techy human, haha

Have a fantastic day. 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Mike Shawn <mike@entrustfs.ca> 
Sent: May 20, 2025 4:57 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Cc: White, Tracy <tracy@entrustfs.ca>
Subject: [EXT] RE: AUM

Good afternoon Julie, I hope you enjoyed your long weekend. It’s my pleasure! Just a reminder to add the Tims card to your app. If you wouldn’t mind just sending me a reply to confirm that you transferred it. Thanks, Mike Shawn B. Comm (Hons),

Good afternoon Julie,

I hope you enjoyed your long weekend.

It’s my pleasure! Just a reminder to add the Tims card to your app.

If you wouldn’t mind just sending me a reply to confirm that you transferred it.

Thanks,

Mike Shawn B. Comm (Hons), CFP
Certified Financial Planner  
Investment & Insurance Advisor
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: May 16, 2025 1:54 PM
To: Mike Shawn <mike@entrustfs.ca>
Cc: Tracy White <tracy@entrustfs.ca>
Subject: RE: AUM

Hi Mike

Thank you, that was very thoughtful of you. 

The report number is B101a. You can engage our wealth reporting team directly, or you can always contact me. 

Have a lovely long weekend. 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Mike Shawn <mike@entrustfs.ca> 
Sent: May 16, 2025 1:58 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Cc: White, Tracy <tracy@entrustfs.ca>
Subject: [EXT] RE: AUM

Good afternoon Julie, I just wanted to pass along a HUGE thank you, that you were able to generate my AUM report with the DSC amounts for both my MGA and ADSL lines of business, as this was exactly what we were hoping to receive. Just for the

Good afternoon Julie,

I just wanted to pass along a HUGE thank you, that you were able to generate my AUM report with the DSC amounts for both my MGA and ADSL lines of business, as this was exactly what we were hoping to receive.

Just for the future, what is the Report #, so we know what to request in the future? As well, would we contact you directly or Wealth Reporting that Jenn Taylor previously mentioned

PS – you should be receiving another email shortly, so keep an eye out on your Inbox so it didn’t fall into your Junk folder as I believe that this has happened in the past. Hopefully this will make your daughter very happy, to fulfill her blueberry muffin craving!!!😋

Have a great long weekend!😊

Cheers,

Mike Shawn B. Comm (Hons), CFP
Certified Financial Planner  
Investment & Insurance Advisor
 
Entrust Financial Services
Quadrus Investment Services Ltd.
Suite 206-1615 St. Mary's Rd
Winnipeg, MB R2M 3W8
P (204) 272-9670 / C (204) 960-1696
F (204) 272-9679 / TF (800) 988-7994

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From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: May 15, 2025 8:28 AM
To: Mike Shawn <mike@entrustfs.ca>
Subject: AUM

Good morning, I was able to have a report run, please confirm if this is the one you are looking for, I believe I have the report number now. 
Thank you, have a great day. 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-14T22:00:15.000+0000,False,False,005OH0000071DK9YAM,2025-11-14T22:00:15.000+0000,005OH0000071DK9YAM,2025-11-14T22:00:15.000+0000,005OH0000071DK9YAM,2025-11-14T22:00:15.000+0000,(204) 272-9670,(204) 960-1696,mike@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fr4AjYAI,False,,23786768,003OH00000Hj4kAYAR,0010A000002w4XYQAY,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"(Duplicate) **WRS Email Thread** Nov 14 2025

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Bonjour, 

J'aimerais parler à un superviseur. 

Mon ''dossier'' n'avance pas et personne ne me contacte à ce sujet depuis 2 mois et demi.

Laurie Guillemette 
514-688-2604

Le mar. 4 nov. 2025, à 15 h 44, Wealth Reporting Support <WealthReportingSupport@canadalife.com> a écrit :
Good Day team,
 
Kindly note the user that has been CC’d, Laurie Guillemette, speaks French. For any follow-ups, kindly reply to her in French.
 
Could you please help Laurie with the request of Gaston Guillemette in obtaining a product listing for an advisor code at GWL?
 
It seems Gaston has unfortunately passed away. Our team tried validating Laurie but they do not have third party access. Is there a way your team could provide further assistance to her?
 
Once again, kindly reach out to Laurie at laurie.guillemette.inh@gmail.com and please reach out to her in French.
 
Thank you,
 
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Wilfredy
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 28, 2025 4:09 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: Re: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée - INC1822011/INC1831534
 
Bonjour, Pouvez-vous leur envoyer un message pour moi et me mettre en CC? Je n'ai pas de retour et je ne lâche pas le morceau pourtant 😅 Mon énergie cérébrale est axée dans cette direction. . . . Laurie Guillemette 514-688-2604 Le mar. 28 oct. 
Bonjour, Pouvez-vous leur envoyer un message pour moi et me mettre en CC? 
 
Je n'ai pas de retour et je ne lâche pas le morceau pourtant 😅
 
Mon énergie cérébrale est axée dans cette direction....
 
Laurie Guillemette 
514-688-2604 
 
Le mar. 28 oct. 2025, 13 h 52, Wealth Reporting Support <WealthReportingSupport@canadalife.com> a écrit :
Salut Laurie,
 
Je comprends la situation. Comme mentionné avant, veuillez s’il vous plait contacter CanadaLife.Contracts&Licensing@canadalife.com pour qu’ils puissent vous aider avec ce cas. Ils devront pouvoir vérifier votre accès et vous donner la liste de clients si disponible. 
 
Merci pour votre comprehension. 
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 21, 2025 5:28 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Re: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée - INC1822011
 
Bonjour, Qui est la personne avec accès délégué ? Je suis la seule héritière et la liquidatrice. Mettez-moi svp en contact avec cette personne qui pourra me fournir la liste. J'ai besoin et je suis en droit légal de vendre la clientèle de
Bonjour, 
 
Qui est la personne avec accès délégué ? Je suis la seule héritière et la liquidatrice. 
 
Mettez-moi svp en contact avec cette personne qui pourra me fournir la liste. 
 
J'ai besoin et je suis en droit légal de vendre la clientèle de mon défunt père, qui était conseiller chez vous. 
 
Laurie Guillemette 
514-688-2604 
 
Le mar. 21 oct. 2025, 16 h 50, Wealth Reporting Support <WealthReportingSupport@canadalife.com> a écrit :
Bonjour Laurie,
 
Je comprends que vous voudrez avoir une liste de clients de Gaston Guillemette. En vérifiant votre accès au code donné, nous n’étions pas capables de trouver votre nom ou courriel sur nos dossiers.
 
À cause de nos mesures de sécurité, notre équipe peut envoyer seulement des listes aux propriétaires des codes ou aux personnes avec accès délégué.  
 
à cause de ce cas particulier, veuillez contacter CanadaLife.Contracts&Licensing@canadalife.com pour assistance supplémentaire pour avoir de l’information de ce conseiller.
 
Merci et bonne journée! 
 
S’il vous est possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 9, 2025 2:14 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Fwd: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Bonjour, J'aimerais avoir les détails des clients de mon défunt papa associés aux numéros ci-dessous envoyés par Mme. Morelli. En vous remerciant, Laurie Guillemette Fille de Gaston Guillemette 514-688-2604 ---------- Forwarded message ---------
Bonjour, 
 
J'aimerais avoir les détails des clients de mon défunt papa associés aux numéros ci-dessous envoyés par Mme. Morelli. 
 
En vous remerciant, 
 
Laurie Guillemette 
Fille de Gaston Guillemette 
514-688-2604 
 
---------- Forwarded message ---------
De : Morelli, Claudia <Claudia.Morelli@canadalife.com>
Date: jeu. 9 oct. 2025, 14 h 11
Subject: RE: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
To: Laurie Guillemette <laurie.guillemette.inh@gmail.com>
 
Bonjour Laurie,
 
Vous devez contacter le service à la clientèle pour obtenir ces informations : WealthReportingSupport@canadalife.com
 
Pour confirmer le code est C2704- GASTON GUILLEMETTE (il y avait une faute de frappe dans l'un des courriels ci-dessous)
 
Merci
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 9, 2025 1:52 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Re: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Bonjour, j'aurais besoin des noms et numéros de téléphone, adresses etc pour rejoindre les clients de la liste à mon père. Merci Le jeu. 9 oct. 2025, 08 h 01, Morelli, Claudia <Claudia. Morelli@ canadalife. com> a écrit : Bonjour Non,
Bonjour, j'aurais besoin des noms et numéros de téléphone, adresses etc pour rejoindre les clients de la liste à mon père. 
 
Merci 
 
Le jeu. 9 oct. 2025, 08 h 01, Morelli, Claudia <Claudia.Morelli@canadalife.com> a écrit :
Bonjour
 
Non, le code A3101 appartient à un autre conseiller.
 
Merci
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 8, 2025 7:38 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Re: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Bonjour, Pouvez-vous me confirmer si le code A 3101 est au nom de mon père svp ? Laurie Guillemette 514-688-2604 Le mar. 7 oct. 2025, à 16 h 28, Morelli, Claudia <Claudia. Morelli@ canadalife. com> a écrit : Voici la liste en Word. Il n’a
Bonjour, 
 
Pouvez-vous me confirmer si le code A 3101 est au nom de mon père svp ? 
 
Laurie Guillemette
514-688-2604
 
Le mar. 7 oct. 2025, à 16 h 28, Morelli, Claudia <Claudia.Morelli@canadalife.com> a écrit :
Voici la liste en Word.
Il n’a pas d’autre code active sous Canada Vie.
J’ai seulement trouvé le C2704.
 
Merci
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 7, 2025 4:20 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Est-ce qu'il avait un autre code sous Canada Vie ? Je prend de l'avance, car un agent m'a dit qu'il ne voyait pas mon nom avec comme conseiller mon père. . . et pourtant, c'était bien inscrit et mon père avait des placements
Est-ce qu'il avait un autre code sous Canada Vie ? 
 
Je prend de l'avance, car un agent m'a dit qu'il ne voyait pas mon nom avec comme conseiller mon père... et pourtant, c'était bien inscrit et mon père avait des placements et assurances et je pense qu'il était lui-même son propre conseiller. 
 
Laurie Guillemette 
514-688-2604 
 
Le mar. 7 oct. 2025, 16 h 05, Morelli, Claudia <Claudia.Morelli@canadalife.com> a écrit :
Bonjour Laurie,
 
Voici la liste de police Canada Vie sous le code C2707-GASTON GUILLEMETTE
Je vais envoyer la demande a GWL et vous mettre en cc
 
Merci
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 7, 2025 3:40 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Bonjour Mme Morelli, Revoici les documents. Si vous pouvez effacer le message sécuritairement ensuite svp, dû aux documents sensibles. Confirmez-moi qu'ils sont lisibles par vous. Oui svp, si vous pouvez envoyer à GWL 😊 Laurie Guillemette
Bonjour Mme Morelli,
 
Revoici les documents. Si vous pouvez effacer le message sécuritairement ensuite svp, dû aux documents sensibles.
 
Confirmez-moi qu'ils sont lisibles par vous.
 
Oui svp, si vous pouvez envoyer à GWL 😊
 
Laurie Guillemette 
514-688-2604 
 
 
Le mar. 7 oct. 2025, 15 h 35, Morelli, Claudia <Claudia.Morelli@canadalife.com> a écrit :
Bonjour Laurie,
 
Désolé mais je ne vois pas les documents dans le courriel. Est-ce que vous pouvez me les renvoyer?
Aussi, J’ai seulement accès a les code Canada Vie, mais je peux envoyer votre demande à mon contact GWL pour vous aider plus rapidement.
 
Merci
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 7, 2025 2:56 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Laurie Guillemette vous a envoyé un courriel en mode confidentiel Gmail : Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée Ce message a été envoyé le 7 oct. 2025, à 11 h 55 min 48 s HAP Vous pouvez l'ouvrir en cliquant sur le lien
Laurie Guillemette vous a envoyé un courriel en mode confidentiel Gmail :
 
 Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Ce message a été envoyé le 7 oct. 2025, à 11 h 55 min 48 s HAP
Vous pouvez l'ouvrir en cliquant sur le lien ci-dessous. Ce lien ne fonctionnera que pour Claudia.Morelli@canadalife.com.

Afficher le courriel
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500OH00000fr6KdYAI,False,,23787590,0030A0000029ihDQAQ,0010A000002w6LUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA Reset,Medium,"MFA Reset

Issue is resolved, user has been able to login multiple time 

====================emails====================

Hi Tavi, 

I truly understand how frustrating this may feel. When you called earlier, I was in a meeting with another advisor and couldn’t take the call. This is exactly why we let our users know that anyone on our team can help resolve their issue.

If you call back and I am available, I will be glad to assist you personally. However, if I am not available, please know that my colleagues will be just as happy to help you complete this process quickly. You can explain that your Multifactor authenticator needs to be reset. You will need to install a multifactor authenticator on your own phone. 

To move forward, please call us at 1-888-999-4516 at your convenience. Our team is available Monday to Friday between 8:00 a.m. and 8:00 p.m. EST.

Thank you again for your patience, and we look forward to helping you get this resolved.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
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Carl D.
Spécialiste en soutien de la distribution numérique
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: Miranda Bishop <MBishop@taylerinsurance.com> 
Sent: Tuesday, January 20, 2026 11:20 AM
To: TAIVI TAYLER <ttayler@taylerinsurance.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Multifactor Login - C23787590

The call never transferred over. I called Carl back at the number below, however it just goes to their general toll free line. I spoke to a Janice (sp??) at the Workspace help desk and asked her to transfer me to Carl as per the email below. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
The call never transferred over. 

I called Carl back at the number below, however it just goes to their general toll free line. 

I spoke to a Janice (sp??)            at the Workspace help desk and asked her to transfer me to Carl as per the email below.  Even after saying I was calling about this whole issue he would not take the call. I provided your name and code. 

They need for you to call back and re authenticate yourself to make this change. 

I explained how frustrated we are with this whole process and that you did not have time to re call in to re authenticate yourself seeing that you just did that, however all I got was an apology and they cant help us until you call in reauthenticate yourself. 

I am sorry, if this is for your 4:30pm I will ensure that I will be by cell phone to provide the code. 

Kind Regards, 
Miranda Bishop
Wealth and Insurance Specialist
                                     
Tayler Insurance & Estate Planning                       
181 Dunlop Street West
Barrie, ON  L4N 1B4

Tel: 705-733-3338 ext #201
TF: 1-866-550-6932
Fax: 705-734-6243

taylerinsurance.com

Book an appointment here: 

https://calendly.com/bishopmiranda

Please leave us a Google review here! 

https://g.page/r/CeKKiyaJ2-ApEAI/review





From: Taivi Tayler <ttayler@taylerinsurance.com> 
Sent: January 20, 2026 1:51 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Miranda Bishop <MBishop@taylerinsurance.com>
Subject: RE: Multifactor Login - C23787590

Hi Carl, 
This issue is still an issue. 
I have a client at2pm so I’m  hoping I can catch someone. Am on hold. 

The issue is that my multifactor is going to Miranda’s cell phone.  Mine disappears into the abyss. 

  

I don’t get this.  
My cell is 705-717-1225. 

Miranda can add her own details for her log in. She is administration support for me and needs to access the portal. 

However, its sending it to her phone not mine.

Taivi Tayler, RRC®, CLU®, MFA-P™
CERTIFIED FINANCIAL PLANNER® 
Toll Free: 1-866-550-6932
TEL: 705-733-3338
https://www.taylerinsurance.com/

BOOK AN APPOINTMENT: https://calendly.com/ttayler

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 12:35 PM
To: Taivi Tayler <ttayler@taylerinsurance.com>
Cc: Miranda Bishop <MBishop@taylerinsurance.com>
Subject: RE: Multifactor Login - C23787590

Hi Taivi, 

I am out of the office tomorrow. 

Are you available on Dec 3? 

If not, no worries I will ask a colleague of mine to schedule a meeting with you tomorrow afternoon. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Taivi Tayler <ttayler@taylerinsurance.com> 
Sent: Friday, November 28, 2025 12:09 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Miranda Bishop <MBishop@taylerinsurance.com>
Subject: [EXT] RE: Multifactor Login - C23787590

Hi Tues Dec 2 is better in the early afternoon Taivi Tayler, RRC®, CLU®, MFA-P™ CERTIFIED FINANCIAL PLANNER® Toll Free: 1-866-550-6932 TEL: 705-733-3338 https: //www. taylerinsurance. com/ BOOK AN APPOINTMENT: https: //calendly. com/ttayler From: 

Hi Tues Dec 2 is better in the early afternoon 

Taivi Tayler, RRC®, CLU®, MFA-P™
CERTIFIED FINANCIAL PLANNER® 
Toll Free: 1-866-550-6932
TEL: 705-733-3338
https://www.taylerinsurance.com/

BOOK AN APPOINTMENT: https://calendly.com/ttayler

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 12:25 PM
To: Taivi Tayler <ttayler@taylerinsurance.com>
Cc: Miranda Bishop <MBishop@taylerinsurance.com>
Subject: RE: Multifactor Login - C23787590

Hi Taivi, 

Are you available Monday pm? 

We were not able to contact you Thursday. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Taivi Tayler <ttayler@taylerinsurance.com> 
Sent: Wednesday, November 19, 2025 4:43 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Miranda Bishop <MBishop@taylerinsurance.com>
Subject: [EXT] RE: Multifactor Login - C23787590

Hi, you can reach me at 705-733-3338 Thursday between 9: 30a-10: 30am. Thanks Taivi Tayler, RRC®, CLU®, MFA-P™ CERTIFIED FINANCIAL PLANNER® Toll Free: 1-866-550-6932 TEL: 705-733-3338 https: //www. taylerinsurance. com/ BOOK AN APPOINTMENT: https: //calendly. com/ttayler

Hi, you can reach me at 705-733-3338 Thursday between 9:30a-10:30am.
Thanks

Taivi Tayler, RRC®, CLU®, MFA-P™
CERTIFIED FINANCIAL PLANNER® 
Toll Free: 1-866-550-6932
TEL: 705-733-3338
https://www.taylerinsurance.com/

BOOK AN APPOINTMENT: https://calendly.com/ttayler

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 18, 2025 2:00 PM
To: Taivi Tayler <ttayler@taylerinsurance.com>
Cc: Miranda Bishop <MBishop@taylerinsurance.com>
Subject: RE: Multifactor Login - C23787590

Hi Taivi, 
 
Unfortunately we have to talk to you directly for this issue. We are not authorize to talk to any other person than the Workspace account holder to resolve these issues. 
 
Can you provide your availability for a phone call this week?
 
Thanks for your collaboration. 
 
 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Taivi Tayler <ttayler@taylerinsurance.com> 
Sent: Sunday, November 16, 2025 5:16 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Miranda Bishop <MBishop@taylerinsurance.com>
Subject: [EXT] RE: Multifactor Login - C23787590
 
Miranda can do this call on my behalf. I’m at a 3 day conference. She has my cell, ending in 1225. Taivi Tayler, RRC®, CLU®, MFA-P™ CERTIFIED FINANCIAL PLANNER® Toll Free: 1-866-550-6932 TEL: 705-733-3338 https: //www. taylerinsurance. com/ BOOK
Miranda can do this call on my behalf. I’m at a 3 day conference. She has my cell, ending in 1225.
Taivi Tayler, RRC®, CLU®, MFA-P™
CERTIFIED FINANCIAL PLANNER® 
Toll Free: 1-866-550-6932
TEL: 705-733-3338
https://www.taylerinsurance.com/
BOOK AN APPOINTMENT: https://calendly.com/ttayler
From: CL Workspace Support 
Sent: November 14, 2025 5:30 PM
To: Taivi Tayler 
Cc: Miranda Bishop 
Subject: RE: Multifactor Login - C23787590
Hi Taivi, 
Thank you for contacting Workspace Support. 
Can you provide your availability for a phone call next week? 
During the call we will ask you a few questions for security purposes and help you to reset your Multifactor Authenticator associated with your Workspace account. 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Warm Regards, 
Carl D.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Miranda Bishop <MBishop@taylerinsurance.com> 
Sent: Friday, November 14, 2025 6:21 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Taivi Tayler <ttayler@taylerinsurance.com>
Subject: [EXT] Multifactor Login
Hello Canada Life I contacted the call centre and they recommended that I email this to this email We are Advisor 3268-12381 and B9025 Taivi Tayler 3268-37274 and H0321 Miranda Bishop All business flows through corporation Tayler Insurance and
Hello Canada Life
I contacted the call centre and they recommended that I email this to this email
We are Advisor 3268-12381 and B9025 Taivi Tayler
3268-37274 and H0321 Miranda Bishop
All business flows through corporation Tayler Insurance and Estate Planning.
We are having issues with the multifactor login. Currently Miranda Bishop is able to login with no issues as she has the Authenticator application and information on her phone, Taivi Tayler needs this as well. If we could have her phone set up to receive the code to her authenticator app it would be appreciated. Her email is ttayler@taylerinsurance.com 
Let us know what else you need from us to make this happen. 
Thank you 
Kind Regards, 
Miranda Bishop
Wealth and Insurance Specialist
  
Tayler Insurance & Estate Planning 
181 Dunlop Street West
Barrie, ON L4N 1B4
Tel: 705-733-3338 ext #201
TF: 1-866-550-6932
Fax: 705-734-6243
taylerinsurance.com
Book an appointment here: 
https://calendly.com/bishopmiranda
Please leave us a Google review here! 
https://g.page/r/CeKKiyaJ2-ApEAI/review",True,2025-12-04T16:57:10.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T22:28:11.000+0000,0055o000001zVCKAA2,2026-01-21T23:10:45.000+0000,0055o000001zVCKAA2,2026-01-21T23:10:45.000+0000,(705)733-3338X102,,ttayler@taylerinsurance.com,(705)733-0883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fr6sUYAQ,False,,23787188,0030A0000029lpHQAQ,0010A000002w8tzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T22:14:08.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T22:14:08.000+0000,005OH000004Ir1xYAC,2025-11-14T22:14:08.000+0000,005OH000004Ir1xYAC,2025-11-14T22:14:08.000+0000,(403)281-3658,,dahl_k@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fr6xJYAQ,False,,23786985,0030A0000029h2SQAQ,0010A000002w4yqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T22:06:13.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T22:06:13.000+0000,005OH000004Ir1xYAC,2025-11-14T22:06:13.000+0000,005OH000004Ir1xYAC,2025-11-14T22:06:13.000+0000,(403)257-6354,,tammyjohnston@thefinancialguides.com,(403)257-6352,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fr7v1YAA,False,,23787298,0030A0000029gWLQAY,0010A000002w4XYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"The daughter of a deceased advisor, Gaston Guillemette, requested a list of her father's clients including phone numbers.",Medium,"Request: The daughter of a deceased advisor, Gaston Guillemette, requested a list of her father's clients including phone numbers.
Response:

Both of Gaston Guillemette’s Workspace accounts (MISC and MGA0) have been offboarded.
No active delegation is linked to either account, so no client listing can be provided.
Even if the accounts were active, client information can only be shared with the advisor or an active delegate.
If clients are reassigned to a new agent of record, that agent will be able to access the information via Workspace.
This request falls outside the scope of Workspace Support, as confirmed by senior team member Rachelle Gilmore.
Resolution: The request was declined due to policy restrictions. The requester was informed via email.
Follow-up: A survey link was included in the email for feedback.

====================emails======================
Hi Teams,

Gaston is now showing as terminated on system. The profile should be offboarded as noted below:
-Gaston Guillemette
-BRA055@CLEXT
-BRA055GREATWEST@CLEXT

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 




Hi Claudette,

Both of Gaston Guillemette’s Workspace accounts  (MISC and MGA0 are now offboarded. So we wouldn’t be able to provide a listing. 

Even if the Workspace accounts were still active, we could provide information to one of Gaston Guillemette’s delegate. There doesn’t seem to be any active delegation linked to either of his accounts. 

@Soika, Jordan, the same answer above applies to the MGA account. 

If his clients are transferred to a new agent of record, the new agent of record will be able to obtain the necessary information in Workspace. 

I wish we would be able to help but this is out of Workspace Support’s scope (as per my conversation with a senior member of our team). 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

I am only handling the MISC & Group Channels. Please reach out to Jordan on the MGA channel. 


Merci/ Thank you,

Claudette Desrosiers-Hinchliffe ( elle/she/her)
Senior Contracts & Compensation Specialist 
Contracts & Compensation | Winnipeg HO 

Claudette.Desrosiershinchliffe@canadalife.com | 204-926-5113



Laurie is the executor and daughter of Gaston Guillemette

Merci/ Thank you,

Claudette Desrosiers-Hinchliffe ( elle/she/her)
Senior Contracts & Compensation Specialist 
Contracts & Compensation | Winnipeg HO 


From: AN Digital Support <ANDigitalSupport@canadalife.com> 
Sent: Thursday, November 13, 2025 12:48 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: NUMBERS : Re: [EXT] Listes de clients de GASTON GUILLEMETTE demandée

Hello Carl,

Yes, we have offboarded the MGA account.

Survey: We would love to know how you feel about the quality of service you received from our team. Please take a moment to complete a brief survey, click here.

Nicole
Distribution Digital Support Specialist
Canada Operations
E: ANdigitalsupport@canadalife.com


 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Workspace Support 
Sent: November 13, 2025 12:17 PM
To: AN Digital Support 
Cc: Desrosiers-Hinchliffe, Claudette ; Distribution Methodology 
Subject: RE: NUMBERS : Re: [EXT] Listes de clients de GASTON GUILLEMETTE demandée

Hi Nicole, 

This advisor also has a Workspace MGA account. 


Will it also be offboarded? 

https://lifeco.lightning.force.com/lightning/r/User/0055o000001oRmpAAE/view



Carl Dombrowski
Digital Distribution Support Specialist 
Distribution Digital Support 
Canada Operations
carl.dombrowski@canadalife.com 

 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.







From: AN Digital Support <ANDigitalSupport@canadalife.com> 
Sent: Thursday, November 13, 2025 5:20 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: NUMBERS : Re: [EXT] Listes de clients de GASTON GUILLEMETTE demandée

Hello Carl,

Thank you for contacting AN Digital Support.

We received notice that they passed away on Oct 31. I sent an offboarding for the Workspace account associated to M8055.

“The following advisor has passed away on August 23, 2025 and we have terminated their codes. “

	
BRANCH:	BROSS
FIRM NAME:	
LAST NAME:	GUILLEMETTE
GIVEN NAME(S):	GASTON
COMMISSION ACCT:	609048 & 108700|M8055 
EFFECTIVE DATE:	23AUG2025
REP CODE(S):	A3101
COMMENTS:	Pending Listings and TOB forms to be sent to executor

Survey: We would love to know how you feel about the quality of service you received from our team. Please take a moment to complete a brief survey, click here.

Nicole
Distribution Digital Support Specialist
Canada Operations
E: ANdigitalsupport@canadalife.com


 
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Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 12, 2025 4:24 PM
To: Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; AN Digital Support <ANDigitalSupport@canadalife.com>
Subject: RE: NUMBERS : Re: [EXT] Listes de clients de GASTON GUILLEMETTE demandée

Hi Claudette, 

Will Simon St-Denis be the new agent of record for Gaston Guillemette clients? 

@Distribution Methodology, Gaston Guilette still seems active in Siebel, will you offboard his user ID? 

@AN Digital Support, did you receive an offboarding request for Gaston Guillemette? 



Carl Dombrowski
Digital Distribution Support Specialist 
Distribution Digital Support 
Canada Operations
carl.dombrowski@canadalife.com 

 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.





From: Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com> 
Sent: Tuesday, November 11, 2025 12:09 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: NUMBERS : Re: [EXT] Listes de clients de GASTON GUILLEMETTE demandée

Hello,
Can you provide assistance. See request below. 

Merci/ Thank you,

Claudette Desrosiers-Hinchliffe ( elle/she/her)
Senior Contracts & Compensation Specialist 
Contracts & Compensation | Winnipeg HO 

Claudette.Desrosiershinchliffe@canadalife.com | 204-926-5113

Upcoming Absences / Vacances Planifiées: 
Office Closure / fermeture du bureau: December 24, 25, 26, 2025
 

Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Simon St-Denis <simon@lefebvregervais.com> 
Sent: November 11, 2025 2:03 PM
To: Regan, Deana <Deana.Regan@canadalife.com>
Cc: Laurie Guillemette <laurie.guillemette.inh@gmail.com>; Harder, Michelle <Michelle.Harder@canadalife.com>; Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>; Mike Riga <mike_riga@boulos.net>; Liborio Pizzuco <liborio_pizzuco@boulos.net>
Subject: Re: NUMBERS : Re: [EXT] Listes de clients de GASTON GUILLEMETTE demandée

Give her the access code to her father's Canada Life workspace in order to have all the elements she needs. Thanks for your time. Simon St-Denis Conseiller en Sécurité Financière Assurances et Rentes Collectives Représentant en Épargne Collective
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Give her the access code to her father's Canada Life workspace in order to have all the elements she needs.

Thanks for your time.

 
Simon St-Denis
Conseiller en Sécurité Financière
Assurances et Rentes Collectives
Représentant en Épargne Collective
Tél. : 514-383-1660
Fax : 514-383-9734
simon@lefebvregervais.com
Services Financiers Lefebvre et Gervais inc.
100-182 Rue St-Charles Ouest, Longueuil, QC J4H 1C9
www.lefebvregervais.com



On Tue, Nov 11, 2025 at 3:02 PM Regan, Deana <Deana.Regan@canadalife.com> wrote:
The listing I provided is the only listing we can produce. It doesn’t include telephone numbers.



Deana Regan (she/her)
Assistant Manager | Contracts & Compensation 
Deana.Regan@canadalife.com
 (226) 316-1794
T-4B4E

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: Tuesday, November 11, 2025 2:52 PM
To: Regan, Deana <Deana.Regan@canadalife.com>
Cc: Simon St-Denis <simon@lefebvregervais.com>; Harder, Michelle <Michelle.Harder@canadalife.com>; Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>; Mike Riga <mike_riga@boulos.net>; Liborio Pizzuco <liborio_pizzuco@boulos.net>
Subject: NUMBERS : Re: [EXT] Listes de clients de GASTON GUILLEMETTE demandée

Hi, Could you please provide me with the telephone numbers associated with my father's clients? Thank you Laurie Guillemette Le lun. 10 nov. 2025, 12 h 53, Regan, Deana <Deana. Regan@ canadalife. com> a écrit : I have attached the listing. 
Hi, 

Could you please provide me with the telephone numbers associated with my father's clients?

Thank you

Laurie Guillemette 

Le lun. 10 nov. 2025, 12 h 53, Regan, Deana <Deana.Regan@canadalife.com> a écrit :
I have attached the listing.

Please provide a cell number we can send the password to via text

Thanks




Deana Regan (she/her)
Assistant Manager | Contracts & Compensation 
Deana.Regan@canadalife.com
 (226) 316-1794
T-4B4E

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Simon St-Denis <simon@lefebvregervais.com> 
Sent: Monday, November 10, 2025 12:06 PM
To: Regan, Deana <Deana.Regan@canadalife.com>
Cc: Harder, Michelle <Michelle.Harder@canadalife.com>; Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>; laurie.guillemette.inh@gmail.com; Mike Riga <mike_riga@boulos.net>; Liborio Pizzuco <liborio_pizzuco@boulos.net>
Subject: Re: [EXT] Listes de clients de GASTON GUILLEMETTE demandée

What about your inside sales team contacting the clients, are they going to be finished by the 10 days period ? This is unacceptable, we are looking to acquire Mr. Guillemette's book, but Canada Life is calling the clients before hand ?
What about your inside sales team contacting the clients, are they going to be finished by the 10 days period ?

This is unacceptable, we are looking to acquire Mr. Guillemette's book, but Canada Life is calling the clients before hand ?

What does that do to the book value ?

 
Simon St-Denis
Conseiller en Sécurité Financière
Assurances et Rentes Collectives
Représentant en Épargne Collective
Tél. : 514-383-1660
Fax : 514-383-9734
simon@lefebvregervais.com
Services Financiers Lefebvre et Gervais inc.
100-182 Rue St-Charles Ouest, Longueuil, QC J4H 1C9
www.lefebvregervais.com



On Mon, Nov 10, 2025 at 10:08 AM Regan, Deana <Deana.Regan@canadalife.com> wrote:
Please note we are currently processing listing requests within 10 business days 



Deana Regan (she/her)
Assistant Manager | Contracts & Compensation 
Deana.Regan@canadalife.com
 (226) 316-1794
T-4B4E

 

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Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Simon St-Denis <simon@lefebvregervais.com> 
Sent: Monday, November 10, 2025 10:06 AM
To: Harder, Michelle <Michelle.Harder@canadalife.com>
Cc: Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>; laurie.guillemette.inh@gmail.com; Regan, Deana <Deana.Regan@canadalife.com>; Mike Riga <mike_riga@boulos.net>; Liborio Pizzuco <liborio_pizzuco@boulos.net>
Subject: [EXT] Listes de clients de GASTON GUILLEMETTE demandée

Hello, Mrs. Harder, It's been a while we are waiting for the list of clients in order to service them. Mr. Guillemette passed away a while ago now. Please get back to us or to Laurie if you prefer with an update and time frame to complete
Hello, Mrs. Harder,

It's been a while we are waiting for the list of clients in order to service them.
Mr. Guillemette passed away a while ago now.

Please get back to us or to Laurie if you prefer with an update and time frame to complete and send out the list.

This is something we can do in 4 minutes through a MGA. It's a bit ridiculous at this point.

Thanks for your time.




De : Harder, Michelle <Michelle.Harder@canadalife.com>
Date: jeu. 30 oct. 2025, à 15 h 43
Subject: FW: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
To: Regan, Deana <Deana.Regan@canadalife.com>, Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>
Cc: Morelli, Claudia <Claudia.Morelli@canadalife.com>, laurie.guillemette.inh@gmail.com <laurie.guillemette.inh@gmail.com>

@Regan, Deana – Would you be able to assign this to someone on your team to provide listings?

@Desrosiers-Hinchliffe, Claudette – Would you be able to assist with updating the accounts?

Thanks,
Michelle Harder
Team Leader | Distribution Compensation
Contracts & Compensation | Advisory Network
michelle.harder@canadalife.com | Teams # - (204) 926 5393 

Distribution Support and Operations: helping You succeed
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

 
Simon St-Denis
Conseiller en Sécurité Financière
Assurances et Rentes Collectives
Représentant en Épargne Collective
Tél. : 514-383-1660
Fax : 514-383-9734
simon@lefebvregervais.com
Services Financiers Lefebvre et Gervais inc.
100-182 Rue St-Charles Ouest, Longueuil, QC J4H 1C9
www.lefebvregervais.com",True,2025-11-14T22:17:26.000+0000,False,False,0055o000001zVCKAA2,2025-11-14T22:17:26.000+0000,0055o000001zVCKAA2,2025-12-03T17:35:26.000+0000,0055o000001zVCKAA2,2025-12-03T17:35:26.000+0000,(450)589-0531,,gaston.g@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fr837YAA,False,,23788345,0030A000001a99PQAQ,0010A000002wN0VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ASSIST call,Medium,,True,2025-11-14T23:17:48.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T23:01:39.000+0000,005OH00000AbCcLYAV,2025-11-14T23:17:49.000+0000,005OH00000AbCcLYAV,2025-11-14T23:17:49.000+0000,(519)432-6199,,lewis.kent@spmfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fr90jYAA,False,,23787115,0030A0000029loAQAQ,0010A000002w8t7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T22:11:22.000+0000,False,False,005OH000004Ir1xYAC,2025-11-14T22:11:22.000+0000,005OH000004Ir1xYAC,2025-11-14T22:11:22.000+0000,005OH000004Ir1xYAC,2025-11-14T22:11:22.000+0000,(587)316-4070,,ekirchmaier@upfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frBgrYAE,False,,23787299,003OH00000EDreNYAT,001OH00000HtpLGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T22:17:26.000+0000,False,False,005OH000001cCPNYA2,2025-11-14T22:17:26.000+0000,005OH000001cCPNYA2,2025-11-14T22:17:27.000+0000,005OH000001cCPNYA2,2025-11-14T22:17:27.000+0000,(250)686-4134,,hannah@gainingaltitudefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frDh3YAE,False,,23787418,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T22:21:32.000+0000,False,False,005OH000005URvxYAG,2025-11-14T22:21:32.000+0000,005OH000005URvxYAG,2025-11-14T22:21:32.000+0000,005OH000005URvxYAG,2025-11-14T22:21:32.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frFvmYAE,False,,23787696,0030A0000029Y81QAE,0010A000002vxdtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Hi Michael,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access and setting up your Salesforce authenticator.

Just a recap of what we disconnected your authenticator from your old mobile device and linked it to your account on your new device, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-14T22:42:31.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T22:32:14.000+0000,005OH00000AbCcLYAV,2025-11-14T22:42:31.000+0000,005OH00000AbCcLYAV,2025-11-14T22:42:31.000+0000,(604)278-3155,(778) 883-0839,info@michaelwongfinancial.com,(604)277-3135,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frIjxYAE,False,,23787780,0030A0000029nAxQAI,0010A000002wA4eQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T22:35:12.000+0000,False,False,0050A000001rl3wQAA,2025-11-14T22:35:12.000+0000,0050A000001rl3wQAA,2025-11-14T22:35:12.000+0000,0050A000001rl3wQAA,2025-11-14T22:35:12.000+0000,(604)623-3288,(604) 623-3286,johnny.cheung@nbc.ca,(604)685-0682,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frLEnYAM,False,,23787962,0030A000003sByOQAU,0010A000004enDFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T22:43:27.000+0000,False,False,0055o000002KxaMAAS,2025-11-14T22:43:27.000+0000,0055o000002KxaMAAS,2025-11-14T22:43:28.000+0000,0055o000002KxaMAAS,2025-11-14T22:43:28.000+0000,(587)226-0907,(587) 226-0907,kodie@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frMqoYAE,False,,23788538,0030A00000CeKY3QAN,0010A00000DFlqiQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T23:11:12.000+0000,False,False,005OH000002iJPDYA2,2025-11-14T23:11:12.000+0000,005OH000002iJPDYA2,2025-11-14T23:11:13.000+0000,005OH000002iJPDYA2,2025-11-14T23:11:13.000+0000,(604)767-1322,,gregmow@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frQjEYAU,False,,23789024,003G0000018f6UWIAY,0010A000002wOREQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy visibility issue,Medium,"Hi Hugh,

Thank you for reaching out to Workspace Support regarding this policy visibility issue. Both the client and policy are active, aligned properly and visible in your MGA Workspace account.

The best way to find the policy is to either use the client search and search only by the client’s last name, select the correct client and find the policies in the “product” section of their profile.

 

Alternatively, if that’s not working for you, you can simply input the policy number or client’s name in the Universal Search (near the top right of the screen on the Workspace Overview page). This will display both the selectable policy and corresponding client.

 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: hugh@unityfinancial.ca <hugh@unityfinancial.ca> 
Sent: November 14, 2025 3:55 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Canada Life policy # L2142114/aligned to my MGA code D6369 not on Workspace

Hi Workspace, Canada Life policy # L2142114 has been aligned to my MGA code D6369. It is NOT coming up on Workspace when I search. I need help adding that code to allow access. My other code is F7719. I also have LL19687. Thanks for adding it,
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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Hi Workspace,

Canada Life policy # L2142114 has been aligned to my MGA code D6369. It is NOT coming up on Workspace when I search.

I need help adding that code to allow access. My other code is F7719. I also have LL19687.

Thanks for adding it, Hugh

J.E. Hugh Rawling CFP, CLU, CH.F.C
Financial Planner & Investment Representative
Unity Financial Inc.
Quadrus Investment Services Ltd
Suite 150, 633 Colborne St.
London, ON  N6B 2V3
Office: 519-963-4400 Fax: 519-963-4402
unityfinancial.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-15T00:35:14.000+0000,False,False,005OH00000AbCcLYAV,2025-11-14T23:42:25.000+0000,005OH00000AbCcLYAV,2025-11-15T00:35:15.000+0000,005OH00000AbCcLYAV,2025-11-15T00:35:15.000+0000,(519)963-4400,(519) 872-8942,hugh@unityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frRfEYAU,False,,23788694,003G0000018f7Z7IAI,0010A000002wPfxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T23:21:30.000+0000,False,False,0055o000002KxaMAAS,2025-11-14T23:21:30.000+0000,0055o000002KxaMAAS,2025-11-14T23:21:30.000+0000,0055o000002KxaMAAS,2025-11-14T23:21:30.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frV9JYAU,False,,23788584,0030A0000029btdQAA,0010A000002w0jlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T23:14:39.000+0000,False,False,005OH000002iJPDYA2,2025-11-14T23:14:39.000+0000,005OH000002iJPDYA2,2025-11-14T23:14:40.000+0000,005OH000002iJPDYA2,2025-11-14T23:14:40.000+0000,(778)929-8817,(778) 929-8817,katyspring@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frWgTYAU,False,,23788682,003G0000018f7Z7IAI,0010A000002wPfxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-14T23:20:52.000+0000,False,False,0055o000002KxaMAAS,2025-11-14T23:20:52.000+0000,0055o000002KxaMAAS,2025-11-14T23:20:53.000+0000,0055o000002KxaMAAS,2025-11-14T23:20:53.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frZo7YAE,False,,23789765,0030A0000029ivZQAQ,0010A000002w6WrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-15T01:06:43.000+0000,False,False,005OH000002iJPDYA2,2025-11-15T01:06:43.000+0000,005OH000002iJPDYA2,2025-11-15T01:06:44.000+0000,005OH000002iJPDYA2,2025-11-15T01:06:44.000+0000,(604)438-3699,(604) 723-6886,maggieding@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000frfv3YAA,False,,23789347,003G0000018f6iHIAQ,0010A000002wOiWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,SP App Expired Link,Medium,"Don completed a SP app, client link is now expired. He requested (via RSA) assistance in having the link re-sent. Says the system won't allow him to re-send on his end but didn't indicate what steps he took. 
As per KB0021645, provided steps to edit email address and trigger re-send. Advised I can escalate into a ticket for him if needed but it won't be seen til Monday, and am providing steps to trigger the system to re-send the link in case that helps him in the meantime. Might also be KB0023158.

*****Nov 15 2025 update*****
Don responded and has tried to change the email himself, he gets a ""Email can’t be updated. The insured has already started the health and lifestyle questionnaire.” message. Posted on QC as this could be either KB0021645 (new link needed) or KB0023158 (client says completed but advisor not notified); wasn't sure if that message would display if the client HAD actually been able to successfully submit the app and advisor wasn't notified. Kevin confirmed follow KB0021645 and treat as new link needed. Sent email to DDS Service Leaders as per KB0021645. Emailed Don as below: :

===Email Chain===

Good afternoon Don, 

This is Kevin from the Canada Life Workspace Support team, reaching out regarding Case #23789347, pertaining to your recent request regarding your Simple Protect application that the client has been unable to complete. 
We are happy to assist you with this matter.

We have reactivated the link below for application.
Please provide this link directly to the client.

Application: 60919006-0

https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=54aff065-c09a-4397-be2c-c62bc47352b0 

Expected Information : 
Last Name: McDonald
Postal Code: B2R1N3
Date of Birth: April 9th, 1993

This link will be active for the next 72 hours.
Please note that the link will not work as expected on your device as the servicing advisor, and the link should be accessed only by the client.

Please advise the client to access the link above on a desktop/laptop computer, as mobile devices can cause visibility errors with Simple Protect applications. 

If they experience additional interruptions, please do not hesitate to let us know. 
If you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help me improve my ability to serve you in the future. All feedback is welcome and appreciated!

Thank you and have a great day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hi Don, 

Thanks for confirming. I’ve escalated this and someone from our team will call you to authenticate and get a new link sent over to you. 

Regards, 
    
Crystal H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


*****Nov 14 2025*****

Email below: 
Hello, and thank you for reaching out to Workspace Support! 

@Murray, Donald – Did you try opening the app in your dashboard, and editing the email address? You don’t have to change it to a different one, enter the same email address. This is what triggers the system to re-send the link, which is then valid for 72 hours. 

I’d be happy to have this escalated into a ticket if necessary, though it won’t be seen until Monday at the earliest. Should you be aiming to have this handled sooner, I’m hoping that the steps above will help get it re-sent ASAP. If you have tried this, please let us know and we’ll get a ticket submitted for you. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Crystal H 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com> On Behalf Of Bernier, Jane
Sent: November 14, 2025 8:51 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Bernier, Jane <Jane.Bernier@canadavie.com>; Spindler, Chasity <Chasity.Spindler@canadalife.com>; Murray, Donald <donmurray@llwp.ca>
Subject: RE: Application ID: 60919006-0 **URGENT**
Importance: High

Hello Workspace Support,

Please see email below…can you help out with this issue?

Thank you !
Marie-Claire Jobson for Jane Bernier

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance


 

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Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

De : Don Murray <donmurray@llwp.ca> 
Envoyé : 14 novembre 2025 11:43
À : Bernier, Jane <Jane.Bernier@canadavie.com>; Spindler, Chasity <Chasity.Spindler@canadalife.com>
Cc : Cameron McDonald <cameron@bomac.ca>
Objet : [EXT] Application ID: 60919006-0

Hey Jane & Chasity, Not sure if you can help but hoping you can assist reset the questionnaire for a client, Cameron McDonald – application 60919006-0 On my end it won’t allow me to resend, and the link he had received is now expired – he
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    Report Suspicious     



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Hey Jane & Chasity,
 
Not sure if you can help but hoping you can assist reset the questionnaire for a client, Cameron McDonald – application 60919006-0
 
On my end it won’t allow me to resend, and the link he had received is now expired – he thought it was submitted, can we resend please?
 
Don Murray  B.Com, CFP, FCSI, FMA
Certified Financial Planner
Trinity Wealth Partners
1148 Bedford Highway
Bedford NS  B4A 1B8
(902) 403-2815
donmurray@llwp.ca 
www.trinitywealthpartners.ca",True,2025-11-17T20:21:04.000+0000,False,False,005OH000001yNnaYAE,2025-11-15T00:09:13.000+0000,005OH00000BFQFFYA5,2025-11-17T21:19:11.000+0000,005OH000001yNnaYAE,2025-11-17T21:19:11.000+0000,(902)422-1631,(902) 403-2815,don@trinitywealthpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000froU1YAI,False,,23789806,0035o000006mVVrAAM,0015o000007NIboAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-15T01:39:45.000+0000,False,False,005OH000002iJPDYA2,2025-11-15T01:39:45.000+0000,005OH000002iJPDYA2,2025-11-15T01:39:46.000+0000,005OH000002iJPDYA2,2025-11-15T01:39:46.000+0000,(778)288-8788,,investmentcad@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,139.0
500OH00000fxfijYAA,False,,23794274,0030A0000029WG2QAM,0010A000002vw2xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy status inquiry/misdirect,Medium,"*** DDS 21NOV2025 ***

status changed to terminated, advised user

*** DDS 17NOV2025 ***
User inquiring about status of 35191847T. shows 'unknown' in SF and Terminated in Co-pilot. Advised to contact ASC to confirm status.
-----------------------------------------------------------------------------------EMAIL CHAIN:

Hello Joanne,

I have heard back from our Digital Hub team, and the policy status has been updated in Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello Joanne,

Thank you for contacting Workspace Support regarding the policy status inquiry below. As a technical support team, we are unable to provide policy details including policy status. Please reach out to the Advisor Service Centre (1-888-252-1847 or Advisor Support Chat in Workspace) to confirm the policy status. If Workspace is reflecting incorrect information after you confirm details with the ASC, please let us know so we can investigate further. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Joanne Machado <Joanne.Machado@richardsonwealth.com> 
Sent: November 14, 2025 2:05 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] 35191847T - Status UNKNOWN - C23794274

What is the status of the above policy??????? 35191847T R GOODMAN MEDICINE PROFESSIONAL CORPORATION CL Unknown Other - Insurance Lifeco Life Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
What is the status of the above policy???????

35191847T
R GOODMAN MEDICINE PROFESSIONAL CORPORATION
	CL	Unknown	Other - Insurance	Lifeco Life



Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited.
Tel. 416.969.4733  .  joanne.machado@richardsonwealth.com
100 Queens Quay East, Suite 2500, Toronto, ON, M5E 1Y3

Inforce Servicing Requests: rwl.insuranceservices@richardsonwealth.com
New Business Requests: rwl-insurancenewbusiness@richardsonwealth.com


 
 
 
www.richardsonwealth.com  

  



________________________________________

This email communication is confidential. If you are not the intended recipient, please notify me at the telephone number shown above or by return email and delete this communication and any copy. Clients should be advised that electronic orders will not be accepted since Richardson Wealth Limited cannot guarantee that such orders will reach their destination, be opened on a timely basis or be executable if the email contains errors or omissions. Thank you.

Ce courriel est confidentiel. S'il ne s'adresse pas à vous, veuillez m'en informer en appelant au numéro de téléphone ci-dessus ou en me le retournant. Veuillez le détruire ainsi que toutes copies. Les clients doivent savoir que les ordres électroniques ne seront pas acceptés puisque Patrimoine Richardson Limitée ne peut pas garantir que ces ordres se rendront à destination, qu'ils seront ouverts en temps utile ou qu'ils pourront être exécutés si le courriel contient des erreurs ou des omissions. Merci.

WARNING:
From time to time, our spam filter may delay delivery of legitimate e-mail. If your message is time-sensitive, please ensure that you request that we acknowledge receipt.

AVERTISSEMENT :
De temps à autre, notre filtre de pourriels peut retarder l’acheminement de courriels légitimes. Si le délai de livraison de votre message est critique, veuillez demander que l’on vous envoie un accusé de réception.",True,2025-11-17T13:45:20.000+0000,False,False,005OH000006wv2TYAQ,2025-11-17T13:29:43.000+0000,005OH000006wv2TYAQ,2025-11-21T15:43:23.000+0000,005OH000006wv2TYAQ,2025-11-21T15:43:23.000+0000,(416)607-5058,,kyle.richie@richardsonwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fxtljYAA,False,,23795262,003G0000018f7HFIAY,0010A000002wPMWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T14:01:00.000+0000,False,False,0050A000000XQhmQAG,2025-11-17T14:01:00.000+0000,0050A000000XQhmQAG,2025-11-17T14:01:01.000+0000,0050A000000XQhmQAG,2025-11-17T14:01:01.000+0000,(709)685-3067,(709) 685-7978,steve@macdonaldfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fxwRuYAI,False,,23798964,0030A0000029XtKQAU,0010A000002vxPHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:13:20.000+0000,False,False,0055o000001NWfMAAW,2025-11-17T15:13:20.000+0000,0055o000001NWfMAAW,2025-11-17T15:13:20.000+0000,0055o000001NWfMAAW,2025-11-17T15:13:20.000+0000,(905)888-7900X2205,(416) 828-2572,ziyangsheng@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fxwgKYAQ,False,,23795816,003OH00000FnjprYAB,001OH00000JgVz1YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace error,Medium,"*** DDS Nov 17th, 2025 ***
User has error on Workspace preventing him from accessing Relay Chat, clients or searching anything. Issue is similar in his firm for advisor André Bourgeois and 2 assistants. Issue since last Tuesday (Nov 11th). Told him the issue was being treated, should be resolved soon and L2 is following up with the investigation.",True,2025-11-17T14:34:17.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-17T14:14:05.000+0000,005OH00000AbJ7aYAF,2025-11-17T14:34:17.000+0000,005OH00000AbJ7aYAF,2025-11-17T14:34:17.000+0000,(438)270-0975,,sebastien@axisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fy3ugYAA,False,,23796785,003OH00000WobgSYAR,001OH00000eR3R9YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T14:34:37.000+0000,False,False,005OH000004oiYEYAY,2025-11-17T14:34:37.000+0000,005OH000004oiYEYAY,2025-11-17T14:34:38.000+0000,005OH000004oiYEYAY,2025-11-17T14:34:38.000+0000,(519)786-4924,,daniel.smits@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fy5mtYAA,False,,23796547,0035o000007ah1DAAQ,0015o000008HBQHAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor receiving ERR-W1911 - Unfroze in SF following KB0022411
=========================
Hello Geoffrey, 

Thank you for contacting Workspace Support. It was our pleasure in assisting you in resolving the error code ERR-W1911 seen on Workspace while trying to access some of the applications. 

Your voice matters. Let us know what you thought about the quality of the service provided by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T14:39:33.000+0000,False,False,005OH00000BFQFGYA5,2025-11-17T14:29:59.000+0000,005OH00000BFQFGYA5,2025-11-17T14:39:34.000+0000,005OH00000BFQFGYA5,2025-11-17T14:39:34.000+0000,(613)858-1117,(613) 858-1117,geoff@carletonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fy6SkYAI,False,,23796594,0030A0000029fihQAA,0010A000002w3pmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"**DDS**11/17/2025
user reuest assistance on illustration build up.refer to rsa
email===========
Hello John,
Thank you for reaching out to Workspace Support, It was a pleasure talking with you today.
Rgarding on how the build the illustration on your ul and term policy unfortunately we do not have much knowlegde on the product and process,please reach out to your RSA for support.
RSA Information:
Wanda Leinweber
wanda.leinweber@canadalife.com
 403-750-2127
 
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T15:08:29.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-17T14:30:49.000+0000,005OH00000AZ3ZxYAL,2025-11-17T15:08:29.000+0000,005OH00000AZ3ZxYAL,2025-12-13T02:01:40.000+0000,(780)465-2033,(780) 802-3757,yegato@protonmail.com,(780)484-8556,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fy8nuYAA,False,,23795990,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T14:17:41.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T14:17:41.000+0000,005OH000007fgYjYAI,2025-11-17T14:17:41.000+0000,005OH000007fgYjYAI,2025-11-17T14:17:41.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fy8skYAA,False,,23796413,0031600002G4UfGAAV,0010A000002wNEVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T14:26:59.000+0000,False,False,0050A000001o2WeQAI,2025-11-17T14:26:59.000+0000,0050A000001o2WeQAI,2025-11-17T14:26:59.000+0000,0050A000001o2WeQAI,2025-11-17T14:26:59.000+0000,(902)422-1631,(902) 670-1966,heather@heatherswetnam.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fy8zHYAQ,False,,23800505,0030A0000029VPoQAM,0010A000002vvKHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"*** DDS Nov 17th, 2025 ***
User needed help logging in, so I unlocked the account, helped him reset password and setup Google Authenticator. Long process but sign in successful at the end.
===============
Good morning Ellery,

It was a pleasure helping you access your Workspace account this morning.

During our call, you reset your password after I unlocked the account. Then I helped you setup the Google Authenticator app on your phone to help with verification when you sign in. In the end, you signed in successfully.

If you have any questions on paper applications, you can contact your RSA, Amanda Meehan at amanda.meehan@gwl.ca or 613-270-6800 and she will be able to help you with this process.

I’m glad I was able to assist you today signing in to your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-17T16:22:29.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-17T15:37:57.000+0000,005OH00000AbJ7aYAF,2025-11-17T18:27:50.000+0000,005OH00000AbJ7aYAF,2025-11-17T18:27:50.000+0000,(613)347-1028,(613) 551-9227,ellerylafave@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyEQIYA2,False,,23796491,0030A0000029XXKQA2,0010A000002vx5XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T14:48:15.000+0000,False,False,005OH00000BGf2TYAT,2025-11-17T14:28:46.000+0000,005OH00000BGf2TYAT,2025-11-17T14:48:15.000+0000,005OH00000BGf2TYAT,2025-11-17T14:48:15.000+0000,(705)726-7836,,,(705)726-9329,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyEWjYAM,False,,23796334,0030A000009MFyQQAW,0010A00000AOLamQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Investment Centre- business tab Error,Medium,"User selects on Investment Centre, then clicks on Business tab and gets an error message, ""Single Sign On (SSO) is enables for this user. Please login using the correct Identity Provider."" Escalating to L2 (Kevin) 

Email: april.wilcox@lyfestylefinancial.ca 
Code: 39033

==Email Chain===

Good morning April, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you regarding the error you have been facing when accessing the Business portion of your Investment Centre profile.  
We have escalated this issue to the Digital Lab team for deeper investigation.  
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:39:50.000+0000,False,False,005OH000001yNnaYAE,2025-11-17T14:25:30.000+0000,005OH00000BG5v4YAD,2025-12-08T17:39:50.000+0000,005OH000001yNnaYAE,2025-12-08T17:39:50.000+0000,(519)771-2017,(519) 771-2017,april.wilcox@lyfestylefinancial.ca,(519)578-2121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyMUHYA2,False,,23797010,003G0000018f7F2IAI,0010A000002wPJpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"Merge issue email received. Middle name has been updated.
Hello Terri,

Thank you for contacting workspace support team with merge issue. I am so happy to assist you with merge issue.

I’ve amended the user’s accounts in our system. You should find the merge prompt appears in Workspace within 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.
 
I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Terri Bent <terri@mmfp.ca> 
Sent: November 6, 2025 10:46 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Sperdakes, Chris <chris@mmfp.ca>
Subject: [EXT] Roberts, Derek I - DOB: 12 Dec 1970 - Chris Sperdakes 21667 Case-23797010

Please adjust record so that these two clients can be merged. Thank you! https: //workspace. canadalife. com/workspace/s/account/0010A00000AkIyZQAV/derek-i-roberts https: //workspace. canadalife. com/workspace/s/account/0015o000007tlsQAAQ/derek-i-roberts
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Please adjust record so that these two clients can be merged. Thank you!
https://workspace.canadalife.com/workspace/s/account/0010A00000AkIyZQAV/derek-i-roberts 
https://workspace.canadalife.com/workspace/s/account/0015o000007tlsQAAQ/derek-i-roberts 
TERRI BENT, ACS | EXECUTIVE ASSISTANT
MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 
6174 Quinpool Road Halifax NS B3L 1A3 
Work: 902.431.7526 x8 | Fax: 902.431.9514 
terri@mmfp.ca
www.matthewsmcdonough.com <http://www.matthewsmcdonough.com> 
""If you no longer want to receive these messages, click the word unsubscribe to email a request to me.""
Looking for quick access to info about your investments, savings, and insurance products?
Register for My Canada LifeTM today to find everything in one convenient place! 
Visit: canadalife.com 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-17T14:42:26.000+0000,False,False,005OH00000BFiyTYAT,2025-11-17T14:39:11.000+0000,005OH00000BFiyTYAT,2025-12-10T18:03:00.000+0000,005OH00000BFiyTYAT,2025-12-10T18:03:00.000+0000,(902)830-2512,(902) 830-2512,chris@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyMnkYAE,False,,23801539,003G000001gzwsAIAQ,0015o000008CysBAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:53:27.000+0000,False,False,005OH00000245RQYAY,2025-11-17T15:53:27.000+0000,005OH00000245RQYAY,2025-11-17T15:53:27.000+0000,005OH00000245RQYAY,2025-11-17T15:53:27.000+0000,(450) 492-5688 x103,,karine@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyOXlYAM,False,,23800579,003G0000018f6wRIAQ,0010A000002wOyJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,RepNet access,Medium,"Assisted advisor in resetting her RepNet access successfully

===========

Hi Stephanie,

Thank you for contacting the workspace support about your request in resetting your RepNet access.

We’ve successfully reset your access and confirmed by making sure that you change your password on your end. For future reference have your password kept and noted labeled specifically to avoid this situation however you can definitely call us back here if you need further assistance.

Appreciate your patience on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-17T15:53:37.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T15:39:08.000+0000,005OH00000BFPZHYA5,2025-11-17T16:43:10.000+0000,005OH00000BFPZHYA5,2025-12-13T02:02:23.000+0000,(519)397-5000,(519) 401-6379,stephanie@utleyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyOe9YAE,False,,23797217,003G0000018f6tDIAQ,0010A000002wOuwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre SSO issue,Medium,"*** DDS Nov 17th, 2025 ***
User had no access to IC. Helped him access it. Sign in succesfull.
=================
Good morning Jeffrey,

It was a pleasure speaking with you today and helping you access your Investment Centre account.

During our call, I helped you clear your cache and cookies which enabled you to sign in to your Investment Centre account.

If you have any issues, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today with your sign in issue. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-17T15:00:51.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-17T14:42:58.000+0000,005OH00000AbJ7aYAF,2025-11-17T15:05:21.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:01:57.000+0000,(587)432-2619,(403) 923-5333,jeff@eternalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyPKAYA2,False,,23799297,0030A00000CUeiaQAD,0010A00000D5YdKQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:18:46.000+0000,False,False,005OH0000084GETYA2,2025-11-17T15:18:46.000+0000,005OH0000084GETYA2,2025-11-17T15:18:47.000+0000,005OH0000084GETYA2,2025-11-17T15:18:47.000+0000,(289)383-0993,,patricia@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyPYdYAM,False,,23798789,003G0000018f6znIAA,0010A000002wP2RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:10:19.000+0000,False,False,0050A000000WjqvQAC,2025-11-17T15:10:19.000+0000,0050A000000WjqvQAC,2025-11-17T15:10:19.000+0000,0050A000000WjqvQAC,2025-11-17T15:10:19.000+0000,(613)902-7100,(613) 849-7041,bob@btfinancial.ca,(613)701-9725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyQBMYA2,False,,23799044,0030A0000029VjXQAU,0010A000002vvbbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect,Medium,"having issue with how she can split the commission with other advisor.. refer to regional sales associate or go the relay option for the forms specific.

============

Hi Sophie,

Thank you for contacting the workspace support about the process on splitting with another advisor.

Upon doing the investigation we’ve identify two options for you as this process involves completing a specific form. We’ve referred you to call your regional sales associates or do the relay option and you’ve opted to call your sales associates.

Appreciate your patience on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-17T15:39:01.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T15:14:44.000+0000,005OH00000BFPZHYA5,2025-11-17T16:42:16.000+0000,005OH00000BFPZHYA5,2025-11-17T16:42:16.000+0000,(647)229-0444,(647) 229-0444,sophie@novastarinsure.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyQL1YAM,False,,23799187,0031600002WuRFbAAN,0010A000002wO8ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:17:17.000+0000,False,False,0050A000000Hq5PQAS,2025-11-17T15:17:17.000+0000,0050A000000Hq5PQAS,2025-11-17T15:17:17.000+0000,0050A000000Hq5PQAS,2025-11-17T15:17:17.000+0000,(905)767-2964X102,(416) 880-2127,amar@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fySBYYA2,False,,23801190,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:48:08.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T15:48:08.000+0000,005OH000003ds0PYAQ,2025-11-17T15:48:09.000+0000,005OH000003ds0PYAQ,2025-11-17T15:48:09.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyUOfYAM,False,,23798755,0030A0000029kuCQAQ,0010A000002w88nQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adding delegate,Medium,"Name: Haley Ross
Advisor or support staff: Advisor
Advisor Code:F7184
Advisor Name:  K GREGORY KEITH
Phone: 506-214-9554
Email: haley@wealthplanatlantic.ca		
1. Siebel verification: verified advisors info 
2. Last Login to Workspace: today. 

Issue: Haley is logged into advisors cap&tell through Workspace
to add herself as a delegate but unable to do so. She has her own workspace and wants to be able to access capintel in her own workspace as the delegate. 

TROUBLE SHOOTING/FINDINGS:
TPA is setup for Haley in Siebel and checked advisors WP too/signed into advisors workspace from SF
she has access to cap&tell in her workspace but can't see any of the comparisons the advisor is working on.
found KB0023372, A caller who works as a delegate to multiple advisors can only see one advisor or one code in CapIntel. 

Spoke to Jason at Assist desk and he couldn't find a KB  but to to follow KB0023372 ---gather all the info/send it off to him in teams to take over the call/get back to Haley.
SENT details to Jason on teams/closing my case/no email sent as per new process.
Advise Haley, we will get back to her. 


advisors Workspace link.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001czaBQAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A000003uN5PQAU%26cntc%3D0030A000003uN5PQAU%26id%3D0050A000001czaBQAQ",True,2025-11-17T15:43:32.000+0000,False,False,005OH00000AUS7aYAH,2025-11-17T15:09:42.000+0000,005OH00000AUS7aYAH,2025-11-17T15:43:32.000+0000,005OH00000AUS7aYAH,2025-11-17T15:43:32.000+0000,(506)308-0387,,greg@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyX1VYAU,False,,23797965,0030A0000029iZTQAY,0010A000002w6GZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Member issue resolved automatically while on phone, no action taken.",True,2025-11-17T15:05:44.000+0000,False,False,005OH00000BFQFGYA5,2025-11-17T14:56:59.000+0000,005OH00000BFQFGYA5,2025-11-17T15:05:45.000+0000,005OH00000BFQFGYA5,2025-11-17T15:05:45.000+0000,(418)659-7777,,morau10@videotron.ca,(450)625-8077,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyXkpYAE,False,,23802620,0035o000006GUU2AAO,0015o000006ld9iAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to resend signature link,Medium,"****DDS****November 17, 2025

Unable to re-send signature link

======================================================================================

User's Name: matthew lindzon
Email: mlindzon@gmail.com
Code: E2446

Client : Vittorio Corvaro
application ID - 60919577-0

======================================================================================

****Email Chain****

This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    ‌ 



Confirmed and submitted. Thank you for the follow up

________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Wednesday, November 19, 2025 1:57:06 PM
To: mlindzon@gmail.com <mlindzon@gmail.com>
Subject: RE: ****Case 23802620**** - INC1858839 - Phone Call follow-Up 
 
Hello Matthew,
 
Can you please confirm if you were able to complete and submit you client’s application 60919577-0.
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 17, 2025 10:28 AM
To: mlindzon@gmail.com
Subject: ****Case 23802620**** - INC1858839 - Phone Call follow-Up
 
Hello Matthew,
 
This is Samantha following up on our phone call regarding an issue you have resending the signature link in Simple Protect. 
 
I have gone ahead and escalated this application issue to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T20:43:08.000+0000,False,False,005OH000002iN7pYAE,2025-11-17T16:09:06.000+0000,005OH000002iN7pYAE,2025-11-19T20:43:08.000+0000,005OH000002iN7pYAE,2025-11-19T20:43:08.000+0000,(416)202-8430X685,,mlindzon@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyXr8YAE,False,,23798349,0030A0000029l3YQAQ,0010A000002w8GDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect,Medium,"User is inquiring when submitting the Simple Protect application, if there is a spot for advisors to leave comments down. Advised user to contact there RSA. 

Email: pfos1@rogers.com 
Code: E0930 

********************************************
Good morning Peter,

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
Regarding your Simple Protect inquiry about leaving advisor comments on the application, I suggest contacting your RSA (Regional Sales Associate) for more information. 
Your RSA is Marisa Spada, email: marisa.spada@canadalife.com; phone number: 416-552-3139. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T15:17:12.000+0000,False,False,005OH00000BG5v4YAD,2025-11-17T15:03:16.000+0000,005OH00000BG5v4YAD,2025-11-17T15:19:09.000+0000,005OH00000BG5v4YAD,2025-11-17T15:19:09.000+0000,(416)769-8842,,pfos1@rogers.com,(416)769-9929,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyYKBYA2,False,,23799369,0030A0000029iEuQAI,0010A000002w5zYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:20:06.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T15:20:06.000+0000,005OH000007fgYjYAI,2025-11-17T15:20:07.000+0000,005OH000007fgYjYAI,2025-11-17T15:20:07.000+0000,(514)620-0051,(514) 924-0046,cindy.mariani@ipcc.ca,(514)620-8967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyYVRYA2,False,,23798098,003G0000018f6VQIAY,0010A000002wOS7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T14:59:19.000+0000,False,False,005OH00000245RQYAY,2025-11-17T14:59:19.000+0000,005OH00000245RQYAY,2025-11-17T14:59:19.000+0000,005OH00000245RQYAY,2025-11-17T14:59:19.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyYbtYAE,False,,23798106,0031600002Olz7zAAB,0010A000002wNmyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"The customer, who is an advisor, contacted the agent to request a new link to be sent to a client. The client had previously received a link but was unable to sign it in time before it expired. The agent agreed to have the issue looked into and a new link sent to the customer. The agent will follow up with the customer via email. Regarding INC1852726

******
Hi Brett, thank you for contacting workspace support today.

We spoke regarding INC1852726 to have a new link resent to your client. I reached out to Kevin T. and you should be receiving an email shortly.
If the issues persist, please let us know. 

We would love to hear your feedback ,I would appreciate if you could fill out this survey",True,2025-11-17T15:06:25.000+0000,False,False,005OH00000BFQFCYA5,2025-11-17T14:59:25.000+0000,005OH00000BFQFCYA5,2025-11-17T15:06:25.000+0000,005OH00000BFQFCYA5,2025-11-17T15:06:25.000+0000,(289)337-4440,(647) 406-6881,brett.reeder@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyYiQYAU,False,,23801191,003G0000018f6vyIAA,0010A000002wOxqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:48:09.000+0000,False,False,0050A000000WjqvQAC,2025-11-17T15:48:09.000+0000,0050A000000WjqvQAC,2025-11-17T15:48:09.000+0000,0050A000000WjqvQAC,2025-11-17T15:48:09.000+0000,(613)724-8247,(613) 724-8247,mark@taggartwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyYqQYAU,False,,23798141,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:00:07.000+0000,False,False,005OH000004pk06YAA,2025-11-17T15:00:07.000+0000,005OH000004pk06YAA,2025-11-17T15:00:07.000+0000,005OH000004pk06YAA,2025-11-17T15:00:07.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fycsVYAQ,False,,23799595,003G0000018f6bwIAA,0010A000002wOZEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:23:51.000+0000,False,False,0050A000000Hq5PQAS,2025-11-17T15:23:51.000+0000,0050A000000Hq5PQAS,2025-11-17T15:23:51.000+0000,0050A000000Hq5PQAS,2025-11-17T15:23:51.000+0000,(905)439-9091,(905) 439-9091,chris@b-cfinancial.com,(705)874-1320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fycu6YAA,False,,23800089,0030A0000029nn2QAA,0010A000002wAarQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User forgot which authenticator she used. Assisted user disconnecting old MFA and setting up a new Google authenticator. User also requested if they can select there business partner as a servicing advisor for New business. 

Email: nrobb@tophatadvisory.ca 
Code: E6541

*******************************************
Good morning Nancy, 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. Also as mentioned on the call, you are able to select your business partner as the servicing advisor for your New business app. 
 
If you have any questions or need further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time! 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T15:48:59.000+0000,False,False,005OH00000BG5v4YAD,2025-11-17T15:31:30.000+0000,005OH00000BG5v4YAD,2025-11-17T16:27:16.000+0000,005OH00000BG5v4YAD,2025-11-17T16:27:16.000+0000,(780)991-6304,,nrobb@tophatadvisory.ca,(844)597-1638,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fydRvYAI,False,,23798902,0030A0000029ikCQAQ,0010A000002w6NuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:12:11.000+0000,False,False,0055o000001h4cFAAQ,2025-11-17T15:12:11.000+0000,0055o000001h4cFAAQ,2025-11-17T15:12:11.000+0000,0055o000001h4cFAAQ,2025-11-17T15:12:11.000+0000,(204)483-2149,(204) 573-9991,bryan@keystonecap.ca,(204)483-2203,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fydWpYAI,False,,23799947,003G000001EIIkrIAH,0010A000002wRwvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-chat support error,Medium,"**DDS**11/17/2025
User getting error forbidden 403 when trying to access chat support from safari browser,cleared cache and hsitory however error persist.
tried different browser and user was able to access the chat support.
EMAIL==============
Hello Kim
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with the error code on the Chat support you are receiving.
As we discuss over the phone unfortunately safari is not a browser compatible with out workspace and some feature might be restricted.
You can acess the chat support via the chome or edge browser as we tried during our call.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T15:53:39.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-17T15:29:23.000+0000,005OH00000AZ3ZxYAL,2025-11-17T15:53:39.000+0000,005OH00000AZ3ZxYAL,2025-11-17T15:53:39.000+0000,(519)397-5000,(519) 360-6848,kim@utleyfinancialgroup.com,(519)397-1432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyePZYAY,False,,23798651,003G0000018f7L1IAI,0010A000002wPQiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:08:06.000+0000,False,False,0050A000000WjqvQAC,2025-11-17T15:08:06.000+0000,0050A000000WjqvQAC,2025-11-17T15:08:07.000+0000,0050A000000WjqvQAC,2025-11-17T15:08:07.000+0000,(613)695-8611X1300,(613) 294-4192,brian.moore@miig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyez3YAA,False,,23798740,0030A0000029ZuvQAE,0010A000002vz9FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"*** DDS Nov 17th, 2025 ***
User cannot log in to Workspace account. Tried resetting password twice, no luck. Assist line was occupied, so I filled the excel sheet. Phone number: 418-230-2395. Handled with INC1859632",True,2026-01-29T15:57:51.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-17T15:09:26.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:10:12.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:10:12.000+0000,(418)230-2395,,jeanfrancois@conciliasf.com,(418)228-0326,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fygZUYAY,False,,23800897,003G0000018f6VBIAY,0010A000002wORsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Error 403,Medium,"Name: Grant Carter Lugg
Advisor or support staff: Advisor
Advisor Code:12009 /F1252
Advisor Name: Grant Carter Lugg
Phone: 613-739-4808
Email: grant@luggfinancial.ca		
1. Siebel verification: VERIFIED INFO IN SIEBEL (ITS OLD) ADVISED HIM TO UPDATE WITH CONTRACTS AND LICENSING. 
2. Last Login to Workspace: today 15 mins ago
Issue: Can't get to forms and process, product resources
error 403 
using Chrome, had him try edge, couldn't try as his password isn't saved there
logged in as advisor in SF 
*********************
An internal server error has occurred
An error has occurred while processing your request. The salesforce.com support team has been notified of the problem. If you believe you have additional information that may be of help in reproducing or correcting the error, please contact Salesforce Support. Please indicate the URL of the page you were requesting, any error id shown on this page as well as any other related information. We apologize for the inconvenience.

Thank you again for your patience and assistance. And thanks for using salesforce.com!
Error ID: 2035362142-41405 (-101129458)
********************************

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001df5CQAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028whDQAQ%26cntc%3D0030A0000028whDQAQ%26id%3D0050A000001df5CQAQ

Checked with Question Corner. to clear cookies/cache.
CAN'T LOGIN NOW
ERR-W1282
did log me in session. tried again ERR-W1283, which indicated the account was now locked. 
verified info in Siebel/its old/he was advised to change with contracts and licensing
unlocked/sent password re-set link. he was able to sign in and access the pages 
Advised Grant to use the relay chat to get the form. 

sent follow up
--------------------------------------***DDS  11/17/2025***--------------------------
Hello Grant

Thank you for contacting Workspace Support today. It was a pleasure speaking to you today. 

As discussed, you’re signed into Workspace but when trying to access forms and process/product resource pages you’re receiving error 403. 

I checked your profile on this end and saw the same error.

I had you clear your cookies/cache in Chrome, closed the browser, signed in again to test.

Unfortunately, you were then unable to sign into Workspace and receiving ERR-W1282 and then ERR-W1283, which indicated the account was now locked. 

We completed verification, then unlocked your account/sent you a password re-set link, to which you were able to re-set your password, signed into Workspace and was able to access the pages without errors as needed.

Please also reach out to contracts&compensation@canadalife.com to have your address/contact information updated.

Please note you can also use the Support section to chat with the forms and process team to get this info as needed in the future. 
 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-17T16:27:19.000+0000,False,False,005OH00000AUS7aYAH,2025-11-17T15:43:39.000+0000,005OH00000AUS7aYAH,2025-11-17T16:27:20.000+0000,005OH00000AUS7aYAH,2025-11-17T16:27:20.000+0000,(613)748-3455X129,,grant@luggfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyiY1YAI,False,,23799132,003G0000018f6VQIAY,0010A000002wOS7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:16:20.000+0000,False,False,005OH00000245RQYAY,2025-11-17T15:16:20.000+0000,005OH00000245RQYAY,2025-11-17T15:16:20.000+0000,005OH00000245RQYAY,2025-11-17T15:16:20.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyipoYAA,False,,23801306,003G0000018f7JjIAI,0010A000002wPOzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:50:05.000+0000,False,False,005OH00000245RQYAY,2025-11-17T15:50:05.000+0000,005OH00000245RQYAY,2025-11-17T15:50:06.000+0000,005OH00000245RQYAY,2025-11-17T15:50:06.000+0000,(514)984-5870,(514) 984-5870,alainpierrecharles@apcplanfin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyjsIYAQ,False,,23799828,0035o000005y31XAAQ,0015o000006VtsuAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:27:54.000+0000,False,False,0055o000002DK5fAAG,2025-11-17T15:27:54.000+0000,0055o000002DK5fAAG,2025-11-17T15:27:54.000+0000,0055o000002DK5fAAG,2025-11-17T15:27:54.000+0000,(437)800-1039X103,,bobrien@rokpw.com,(437)800-1039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fykA1YAI,False,,23799302,0030A0000029VjXQAU,0010A000002vvbbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect,Medium,Call back done as the call got disconnected,True,2025-11-17T15:38:48.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T15:18:48.000+0000,005OH00000BFPZHYA5,2025-11-17T15:38:48.000+0000,005OH00000BFPZHYA5,2025-11-17T15:38:48.000+0000,(647)229-0444,(647) 229-0444,sophie@novastarinsure.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fykq0YAA,False,,23800952,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:44:39.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T15:44:39.000+0000,005OH000003ds0PYAQ,2025-11-17T15:44:39.000+0000,005OH000003ds0PYAQ,2025-11-17T15:44:39.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fylfbYAA,False,,23800222,003OH00000XA7hzYAD,001OH00000fAKe8YAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:33:32.000+0000,False,False,005OH000004oiYEYAY,2025-11-17T15:33:32.000+0000,005OH000004oiYEYAY,2025-11-17T15:33:33.000+0000,005OH000004oiYEYAY,2025-11-17T15:33:33.000+0000,(519)850-4949,,isaiah.moussa@fcfinancialcenter.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fymetYAA,False,,23800372,0030A0000029hjrQAA,0010A000002w5ZTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:35:57.000+0000,False,False,0055o000002DK5fAAG,2025-11-17T15:35:57.000+0000,0055o000002DK5fAAG,2025-11-17T15:35:58.000+0000,0055o000002DK5fAAG,2025-11-17T15:35:58.000+0000,(416)385-3660,,dave.farwell@edwardjones.com,(866)548-2411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyn9WYAQ,False,,23799630,003OH00000JYXl4YAH,001OH00000NwWn6YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:24:40.000+0000,False,False,0055o000002DK5fAAG,2025-11-17T15:24:40.000+0000,0055o000002DK5fAAG,2025-11-17T15:24:41.000+0000,0055o000002DK5fAAG,2025-11-17T15:24:41.000+0000,(416)695-2225X1000,,crystallangley@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyoX0YAI,False,,23799743,0030A0000029lSBQAY,0010A000002w8cgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:26:21.000+0000,False,False,0055o000002KxmIAAS,2025-11-17T15:26:21.000+0000,0055o000002KxmIAAS,2025-11-17T15:26:22.000+0000,0055o000002KxmIAAS,2025-11-17T15:26:22.000+0000,(905)466-0347,(905) 466-0347,eliobarbati@netscape.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyrbJYAQ,False,,23800000,0030A000005TDAOQA4,0010A000006CiXRQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:30:09.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T15:30:09.000+0000,005OH000007fgYjYAI,2025-11-17T15:30:09.000+0000,005OH000007fgYjYAI,2025-11-17T15:30:09.000+0000,(819)209-3667,,paulolivierricher@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyskHYAQ,False,,23800117,003OH00000X3HRCYA3,001OH00000ex65nYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:31:53.000+0000,False,False,005OH000004oiYEYAY,2025-11-17T15:31:53.000+0000,005OH000004oiYEYAY,2025-11-17T15:31:54.000+0000,005OH000004oiYEYAY,2025-11-17T15:31:54.000+0000,(519)949-3681,,jimstacey@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fysp9YAA,False,,23801566,0031600002MAgDzAAL,0010A000002wNYyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA RESET,Medium,"user has new phone needed toreset mfa with account.
Authenticated user, reset mfa with microsoft.
EMAIL=========
vous avez pu vous connecter et accéder à votre compte",True,2025-11-17T16:20:38.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-17T15:53:50.000+0000,005OH00000AZ3ZxYAL,2025-11-17T16:20:38.000+0000,005OH00000AZ3ZxYAL,2025-11-17T16:20:38.000+0000,(418)628-4500,(418) 998-7600,gcouture@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fytLOYAY,False,,23800221,0030A0000029YPRQA2,0010A000002vxqZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:33:31.000+0000,False,False,0055o000002DK5fAAG,2025-11-17T15:33:31.000+0000,0055o000002DK5fAAG,2025-11-17T15:33:32.000+0000,0055o000002DK5fAAG,2025-11-17T15:33:32.000+0000,(416)762-9686,,nicholas.figueira@edwardjones.com,(877)335-9399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fytV4YAI,False,,23800585,0030A0000029nn2QAA,0010A000002wAarQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA C#23800089,Medium,Called user back for MFA disconnect. Refer to C#23800089,True,2025-11-17T16:31:36.000+0000,False,False,005OH00000BG5v4YAD,2025-11-17T15:39:12.000+0000,005OH00000BG5v4YAD,2025-11-17T16:31:36.000+0000,005OH00000BG5v4YAD,2025-11-17T16:31:36.000+0000,(780)991-6304,,nrobb@tophatadvisory.ca,(844)597-1638,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyuFpYAI,False,,23800290,0030A0000029aenQAA,0010A000002vzkPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:34:35.000+0000,False,False,0055o000002DK5fAAG,2025-11-17T15:34:35.000+0000,0055o000002DK5fAAG,2025-11-17T15:34:36.000+0000,0055o000002DK5fAAG,2025-11-17T15:34:36.000+0000,(905)257-7884,,patrick.pacenti@edwardjones.com,(866)766-0110,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fywzDYAQ,False,,23800886,003G0000018f6nFIAQ,0010A000002wOp2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:43:34.000+0000,False,False,0050A000000XQhmQAG,2025-11-17T15:43:34.000+0000,0050A000000XQhmQAG,2025-11-17T15:43:35.000+0000,0050A000000XQhmQAG,2025-11-17T15:43:35.000+0000,(506)648-9995,(506) 608-7597,roger@trinityroyalfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fyymTYAQ,False,,23800761,003G0000018f6nFIAQ,0010A000002wOp2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Delegate Missing Clients-,Medium,"****DDS*** 11/17/2025
User calling as they are missing clients from an advisor they have delegate access to. Logged in as user on both profiles and verified Advisor has delegate access, Advisor did not have other advisor's advisor code so couldnt verify through siebel. Resolution, Advisor was given delegate to 2 companies and not clients. They need to be searching under the companies tab. 

****email chain****

Hello Roger, 

      Thank you for calling workspace support, it was a pleasure assisting you today. To view the companies Michael gave you access to, you will need to first sign into workspace, then select manage clients on the top right. Under manage clients, there will be an option to search for clients or companies. Select companies and filter by account owner if you have delegate access to multiple advisors. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T16:04:57.000+0000,False,False,005OH00000BFQFHYA5,2025-11-17T15:41:53.000+0000,005OH00000BFQFHYA5,2025-11-18T17:09:07.000+0000,005OH00000BFQFHYA5,2025-11-18T17:09:07.000+0000,(506)648-9995,(506) 608-7597,roger@trinityroyalfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz00HYAQ,False,,23800890,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:43:36.000+0000,False,False,005OH000004pk06YAA,2025-11-17T15:43:36.000+0000,005OH000004pk06YAA,2025-11-17T15:43:36.000+0000,005OH000004pk06YAA,2025-11-17T15:43:36.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz0WaYAI,False,,23801928,0030A0000029nJLQAY,0010A000002wACTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration,Medium,"Support Staff Nina is not registered through workspace yet and they wanted to get a copy of their statements as soon as possible. Referred to Distribution_Methodology@canadalife.com for RepNet ID request and CSC for the copy of the statement request.

============

Hi Nina,

Thank you for contacting the workspace support about your request in getting a copy of your advisor’s statements and information about how you can register to workspace.

I have referred you over to Distribution_Methodology@canadalife.com to request for your RepNet ID created as this is very important for you to register to workspace. The team will respond to you with your RepNet ID and the instructions on how you can successfully register through workspace. I have also referred you over to Client Services Center for guidance on how you can request for a copy of the statements.

Appreciate your time spent with us and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-17T16:31:14.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T15:58:48.000+0000,005OH00000BFPZHYA5,2025-11-17T16:41:26.000+0000,005OH00000BFPZHYA5,2025-11-17T16:41:26.000+0000,(905)709-1779,,joe.guerrieri@standrewsinsurance.com,(905)851-6634,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz1nZYAQ,False,,23801073,003OH00000WaUoQYAV,001OH00000e15wNYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:46:14.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T15:46:14.000+0000,005OH000007fgYjYAI,2025-11-17T15:46:14.000+0000,005OH000007fgYjYAI,2025-11-17T15:46:14.000+0000,(418)832-1494,,corinne.carrier@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz2LYYAY,False,,23804444,0035o000003UHx2AAG,0015o0000047XJxAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:36:09.000+0000,False,False,005OH000005URvxYAG,2025-11-17T16:36:09.000+0000,005OH000005URvxYAG,2025-11-17T16:36:09.000+0000,005OH000005URvxYAG,2025-11-17T16:36:09.000+0000,(780)464-7550,,tom@tomcorsmeier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz3fiYAA,False,,23801830,0030A0000029ZjTQAU,0010A000002vyyBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset for Workspace,Medium,"User wanted assistance accessing their WS account. They were able to reset the password on their end.

===================================================================================

****Email Chain***

Hello Winston,

Thank you for confirming that you now have access to your Workspace account.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: W Miller <wm6520@gmail.com> 
Sent: November 17, 2025 11:12 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: ****Case 23801830**** - Phone Call Follow-Up

Hi Samantha THANK YOU for getting back to me. My NEW phone never rang. Fortunately something worked. I do appreciate all that you did. Winston On Mon, Nov 17, 2025 at 8: 19 AM CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: 
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Samantha

THANK YOU for getting back to me.

My NEW phone never rang.

Fortunately something worked.

I do appreciate all that you did.

Winston 

On Mon, Nov 17, 2025 at 8:19 AM CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
Hello Winston,
 
This is Samantha following up on our phone call regarding Workspace access.
 
I’m glad I was able to assist you with resetting the password for your Workspace account. 
 
I reached out again multiple times on phone number 16046175395 but received a voicemail. Please reach out to us again for assistance with adding the authenticator to your new phone.
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T16:19:48.000+0000,False,False,005OH000002iN7pYAE,2025-11-17T15:57:33.000+0000,005OH000002iN7pYAE,2025-11-17T20:37:01.000+0000,005OH000002iN7pYAE,2025-11-17T20:37:01.000+0000,(604)617-5395,(604) 617-5395,wm6520@gmail.com,(604)876-2696,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz40jYAA,False,,23802759,003OH00000QYhV6YAL,001OH00000WJYjkYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:10:58.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T16:10:58.000+0000,005G0000002gxxjIAA,2025-11-17T16:10:58.000+0000,005G0000002gxxjIAA,2025-11-17T16:10:58.000+0000,(819)566-0666,,antoine.gazaille@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz4IPYAY,False,,23801323,0035o000004BpgmAAC,0015o000004ljFYAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:50:26.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T15:50:26.000+0000,005OH000003ds0PYAQ,2025-11-17T15:50:26.000+0000,005OH000003ds0PYAQ,2025-11-17T15:50:26.000+0000,(519)821-5853,,rk.white@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz59gYAA,False,,23804926,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:43:02.000+0000,False,False,005OH000005URvxYAG,2025-11-17T16:43:02.000+0000,005OH000005URvxYAG,2025-11-17T16:43:02.000+0000,005OH000005URvxYAG,2025-11-17T16:43:02.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz5BGYAY,False,,23801921,0030A0000029cjVQAQ,0010A000002w1MmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Support Staff wanted to reset password for Advisor I let them know the advisor can make that request due to privacy and security reasons.
***********
Hi Lori, thank you for contacting workspace support today.

We spoke regarding your advisor Morgan Adams and their workspace account, we’re here to make supporting your advisor as smooth as possible, while keeping their account secure. Since password resets unlock full access to Workspace, we need to confirm the request is authorized by the account holder/advisor. If the account holder is in the office today, please have them call us directly at +1 800-475-7001 so we can assist quickly and securely. Thank you for your patience and for helping us protect client and account data.

We would love to hear your feedback ,I would appreciate if you could fill out this survey",True,2025-11-17T16:15:28.000+0000,False,False,005OH00000BFQFCYA5,2025-11-17T15:58:44.000+0000,005OH00000BFQFCYA5,2025-11-17T16:16:29.000+0000,005OH00000BFQFCYA5,2025-11-17T16:16:29.000+0000,(519)265-4317,(519) 498-0756,morgan@tieroneplanning.ca,(519)265-4328,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz5HiYAI,False,,23802495,003OH00000OtMrlYAF,001OH00000UHAriYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:07:05.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T16:07:05.000+0000,005G0000002gxxjIAA,2025-11-17T16:07:05.000+0000,005G0000002gxxjIAA,2025-11-17T16:07:05.000+0000,(438)771-5599X2,514-262-2658,cb@orange360.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz7HuYAI,False,,23801748,0030A00000BLFloQAH,0010A00000BvgnpQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T15:56:36.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T15:56:36.000+0000,005OH000003ds0PYAQ,2025-11-17T15:56:37.000+0000,005OH000003ds0PYAQ,2025-11-17T15:56:37.000+0000,(613)885-0377,,tylereames@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz82kYAA,False,,23803759,003OH00000FnjprYAB,001OH00000JgVz1YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call back for 23795816,Medium,Tried to get more info for case 23795816 for Jeremie's ticket for the other advisors,True,2025-11-17T17:55:02.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-17T16:26:17.000+0000,005OH00000AbJ7aYAF,2025-11-17T17:55:02.000+0000,005OH00000AbJ7aYAF,2025-11-17T17:55:02.000+0000,(438)270-0975,,sebastien@axisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fz8UBYAY,False,,23804349,0035o000003UHx2AAG,0015o0000047XJxAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:35:00.000+0000,False,False,005OH000005URvxYAG,2025-11-17T16:35:00.000+0000,005OH000005URvxYAG,2025-11-17T16:35:00.000+0000,005OH000005URvxYAG,2025-11-17T16:35:00.000+0000,(780)464-7550,,tom@tomcorsmeier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzAcPYAU,False,,23803390,003G0000018f6gEIAQ,0010A000002wOeFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:20:53.000+0000,False,False,005OH0000030c5BYAQ,2025-11-17T16:20:53.000+0000,005OH0000030c5BYAQ,2025-11-17T16:20:53.000+0000,005OH0000030c5BYAQ,2025-11-17T16:20:53.000+0000,(705)746-7532,(705) 746-0128,kelly@soundwealthfinancial.ca,(705)746-7532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzCJCYA2,False,,23802231,003G0000018f6nFIAQ,0010A000002wOp2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:03:25.000+0000,False,False,0050A000000XQhmQAG,2025-11-17T16:03:25.000+0000,0050A000000XQhmQAG,2025-11-17T16:03:25.000+0000,0050A000000XQhmQAG,2025-11-17T16:03:25.000+0000,(506)648-9995,(506) 608-7597,roger@trinityroyalfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzCpUYAU,False,,23802291,003OH00000OMtkyYAD,001OH00000TccX1YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:04:18.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T16:04:18.000+0000,005G0000002gxxjIAA,2025-11-17T16:04:18.000+0000,005G0000002gxxjIAA,2025-11-17T16:04:18.000+0000,(514)886-0560,,sebastien.laramee@prosphere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzEzKYAU,False,,23802362,0030A0000029ma9QAA,0010A000002w9ZnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:05:10.000+0000,False,False,005OH000004oiYEYAY,2025-11-17T16:05:10.000+0000,005OH000004oiYEYAY,2025-11-17T16:05:11.000+0000,005OH000004oiYEYAY,2025-11-17T16:05:11.000+0000,(519)651-1246,,david@davlynfinancial.com,(519)578-2477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzFaPYAU,False,,23802390,0030A0000029cZTQAY,0010A000002w1FyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:05:37.000+0000,False,False,005OH0000084GETYA2,2025-11-17T16:05:37.000+0000,005OH0000084GETYA2,2025-11-17T16:05:38.000+0000,005OH0000084GETYA2,2025-11-17T16:05:38.000+0000,(905)988-7328,(905) 988-7328,emjay@cogeco.ca,(905)735-4421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzHZ4YAM,False,,23803934,003OH00000ViHkuYAF,001OH00000cgTSmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:28:44.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T16:28:44.000+0000,005G0000002gxxjIAA,2025-11-17T16:28:45.000+0000,005G0000002gxxjIAA,2025-11-17T16:28:45.000+0000,(450)641-1515,,nancy.poulin@ig.ca,(450)641-3142,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzKAIYA2,False,,23803335,003G0000018f6gEIAQ,0010A000002wOeFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:20:04.000+0000,False,False,005OH0000030c5BYAQ,2025-11-17T16:20:04.000+0000,005OH0000030c5BYAQ,2025-11-17T16:20:04.000+0000,005OH0000030c5BYAQ,2025-11-17T16:20:04.000+0000,(705)746-7532,(705) 746-0128,kelly@soundwealthfinancial.ca,(705)746-7532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzKqEYAU,False,,23803276,003OH00000Tawg0YAB,001OH00000a2wORYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:19:08.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T16:19:08.000+0000,005G0000002gxxjIAA,2025-11-17T16:19:09.000+0000,005G0000002gxxjIAA,2025-11-17T16:19:09.000+0000,(514)822-4270,,nicolas.maloblais@iggpp.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzL7zYAE,False,,23804977,0030A0000029Y1zQAE,0010A000002vxXcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor is unable to sign onto workspace we did a remote log me in session and tried to reset the password and member was not receiving the reset password link, their showing as inactive on Siebel and workspace, spoke to assist and will be following the KBA KB0020952.

*******
Hello Nanthakumar, thank you for contacting workspace support today.

We spoke regarding your workspace account, and you were receiving an error (ERR-W1281). We did a log me in session and tried resetting your password and you were not receiving the link via email. I will have to investigate this on my end for you, once an update in received I will be reaching out to you.
***
Hello Nanthakumar, 

after investigation we have determined that you will need to follow up with contracts&compensation@canadalife.com regarding your Workspace account access.
If you have any question please let us know.",True,2025-11-17T17:09:23.000+0000,False,False,005OH00000BFQFCYA5,2025-11-17T16:43:44.000+0000,005OH00000BFQFCYA5,2025-11-17T18:28:22.000+0000,005OH00000BFQFCYA5,2025-11-17T18:28:22.000+0000,(416)566-7924,,kumar.k@hotmail.ca,(416)491-7102,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzMqRYAU,False,,23805136,0030A000008wOiWQAU,0010A000009rXUTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:46:04.000+0000,False,False,005OH000005URvxYAG,2025-11-17T16:46:04.000+0000,005OH000005URvxYAG,2025-11-17T16:46:04.000+0000,005OH000005URvxYAG,2025-11-17T16:46:04.000+0000,(587)877-6114,,cjensen@nextlevelinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzOQoYAM,False,,23803645,003OH00000Tlv8lYAB,001OH00000aHF9LYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:24:26.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T16:24:26.000+0000,005G0000002gxxjIAA,2025-11-17T16:24:27.000+0000,005G0000002gxxjIAA,2025-11-17T16:24:27.000+0000,(514)426-0886,,julien.hebert-vendramini@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzPbNYAU,False,,23803449,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:21:36.000+0000,False,False,005OH000004oiYEYAY,2025-11-17T16:21:36.000+0000,005OH000004oiYEYAY,2025-11-17T16:21:36.000+0000,005OH000004oiYEYAY,2025-11-17T16:21:36.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzRZzYAM,False,,23805827,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue - INC1859181,Medium,"*** DDS 18NOV2025 ***
prompt visible, advised user
*** DDS 17NOV2025 *** (CASE 23805827)

The user is not getting the merge prompt and there is no visible CIS data to correct. Can you please investigate?

Client First name: HELDER
Client Middle name: R
Client Last name: DE FREITAS
Client DOB: 04NOV1965
Policy Number: F528434703, 410830095/95056324
Salesforce ID: 001OH00000EeZjqYAF, 001OH00000Mic1iYAB
CIS ID: LL - 3875422302, Cl - 6508692580

Thank you!

---------------------------------EMAIL CHAIN:
Hello Henry,

Thank you for contacting Workspace Support regarding the merge issue below. We have amended the client accounts in our system, and the merge prompt is now visible in Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: November 6, 2025 12:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission - C23805827/INC1859181

This is an alert to let you know that Henry Smith (henry. smith@ canadalife. com) has submitted a merge issue. Client details: First name: HELDER Middle name (if applicable): R DE Last name: FREITAS DOB: 4 November 1965 Policy Number(s): 410830095,
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This is an alert to let you know that Henry Smith (henry.smith@canadalife.com) has submitted a merge issue.
 
Client details:
First name: HELDER
Middle name (if applicable): R DE
Last name: FREITAS
DOB: 4 November 1965
Policy Number(s): 410830095, 95056324, F528434703
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/s/account/001OH00000EeZjqYAF/helder-r-de-freitas
URL 2: https://workspace.canadalife.com/s/account/001OH00000Mic1iYAB/helder-r-de-freitas?tabset-15dae=3
URL 3: 
URL 4: 
Additional details:",True,2025-11-18T16:43:22.000+0000,False,False,005OH000006wv2TYAQ,2025-11-17T16:56:31.000+0000,005OH000006wv2TYAQ,2025-11-18T16:43:22.000+0000,005OH000006wv2TYAQ,2025-11-18T16:43:22.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzRzpYAE,False,,23805433,0030A0000029VlOQAU,0010A000002vvdSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:50:39.000+0000,False,False,005OH00000AdAzSYAV,2025-11-17T16:50:39.000+0000,005OH00000AdAzSYAV,2025-11-17T16:50:39.000+0000,005OH00000AdAzSYAV,2025-11-17T16:50:39.000+0000,(705)445-5628,705-443-9093,greg@finctr.ca,(705)445-8555,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzTBxYAM,False,,23803813,003OH00000UsvHmYAJ,001OH00000bfm1xYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:27:04.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T16:27:04.000+0000,005G0000002gxxjIAA,2025-11-17T16:27:04.000+0000,005G0000002gxxjIAA,2025-11-17T16:27:04.000+0000,(450)502-9015,,anthonylaganiere@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzTNHYA2,False,,23804892,003OH00000M95dTYAR,001OH00000QumpwYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Authentication,Medium,"***DDS Nov 17 2025***

Primerica user requested for support concerning their access to Workspace 
Their authenticator reportedly was unable to be used 

Caller was unable to access WS due to pw inaccuracy 
Caller did abruptly end call before resolution 

===Email Chain===

Good afternoon Sandra, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today regarding your access to Workspace.  
We do see before our call had ended that you have received the Workspace password reset email. 
You should now be able to reset your password and choose your authentication method for Workspace. 
If you require additional support concerning your authentication method, please do not hesitate to reach out to us at 1-888-999-4516 any time from 8:00am to 8:00pm EST. 

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: SANDRA REBECA NAVARRETE GONZALE <SNAVARRETEGONZALE@PRIMERICA.COM> 
Sent: November 16, 2025 11:50 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Authentication Process Canada Life Registration Unavailable - Case: 23804892

Good morning Canada Life I successfully registered to Canada Life as a Primerica Representative but failed in the authentication process, which turned unavailable to access again. Please advise me if I can be resent the link to authenticate. 
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Good morning Canada Life

I  successfully registered to Canada Life as a Primerica Representative but failed in the authentication process, which turned unavailable to access again. Please advise me if I can be resent the link to authenticate.

Kindly,
Sandra Navarrete 
Rep HCT9N
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-11-17T17:22:37.000+0000,False,False,005OH000001yNnaYAE,2025-11-17T16:42:40.000+0000,005OH000001yNnaYAE,2025-11-17T17:22:37.000+0000,005OH000001yNnaYAE,2025-11-17T17:22:37.000+0000,(289)763-4063,,snavarretegonzale@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzWONYA2,False,,23804249,0030A00000BRKDWQA5,0010A00000C1X0WQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:33:35.000+0000,False,False,005OH00000AdAzSYAV,2025-11-17T16:33:35.000+0000,005OH00000AdAzSYAV,2025-11-17T16:33:35.000+0000,005OH00000AdAzSYAV,2025-11-17T16:33:35.000+0000,(519)608-5678,(519) 608-5678,nicole@trustedpartnerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fze13YAA,False,,23809231,0030A0000029gKaQAI,0010A000002w4ONQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User inquiring about policy details,Medium,"Hi Yuri, 

Thank you for contacting Workspace Support team.  

Please note that providing or changing policy details falls outside the scope of our support capabilities.

However, you may contact Canada Life CSC team for Segregated funds  directly by emailing isp_customer_care@canadalife.com or calling 1-888-252-1847.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
  
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Yogi Suri <ysuri@yogisuri.com> 
Sent: November 16, 2025 10:32 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] policy # SARNESE ---310150389 

Please help URGENT NEED TO KNOW THE FUNDS THIS POLICY HAS---NEED TO REDEEM SOME FUNDS. YOGI Yogi Suri B. com. CLU YS Financial Inc. 72 Calderbridge Cres. Markham, On L3R 9M7 C: 416 893 3686 O: 905 910 0535                                   
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Please help

URGENT

NEED TO KNOW THE FUNDS THIS POLICY HAS---NEED TO REDEEM SOME FUNDS.

YOGI

Yogi Suri B.com. CLU
YS Financial Inc.
72 Calderbridge Cres.
Markham, On L3R 9M7
C: 416 893 3686
O: 905 910 0535",True,2025-11-17T17:46:00.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T17:46:00.000+0000,005OH00000AbCcLYAV,2025-11-17T17:46:00.000+0000,005OH00000AbCcLYAV,2025-11-17T17:46:00.000+0000,(416)893-3686,4168933686,ysuri@yogisuri.com,(905)604-3477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzfbJYAQ,False,,23805088,003OH00000ViNFHYA3,001OH00000cgTT0YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:45:20.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T16:45:20.000+0000,005G0000002gxxjIAA,2025-11-17T16:45:21.000+0000,005G0000002gxxjIAA,2025-11-17T16:45:21.000+0000,(450)508-2174,,maggy.nadon@iggpp.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzgVmYAI,False,,23805251,003OH00000Wm2waYAB,001OH00000eIsfkYAC,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,Problème d'inscription,Medium,"****DDS****11/17/25 

Authenticated user and did a PW reset in ISAM - unlocked account
User was able to change their User ID PW and complete registration
User linked MS MFA to their account successfully and signed into WS 
==============================================================================
 
****Email Chain****

Bonjour Christine,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur Espace Affaires.

Lors de notre appel, nous avons constaté que vous n’arrivez pas à compléter les étapes de l’inscription car votre compte était bloqué. Nous avons réinitialisé votre mot de passe qui vous a permis de compléter l’inscription. Ensuite, nous avons lié votre compte Espace Affaires avec l’authentificateur Microsoft. Vous avez également pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 16, 2025 5:23 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Christine Bourassa <info@christinebourassa.com>
Subject: RE: RE: Code utilisateurs

@CL Workspace Support – are you able to assist Christine Bourassa in registering for Workspace. The advisor registered their user ID BOU3E6DHD9 on November 11, 2025 and now it’s locked. Can you reset their password?

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Christine Bourassa <info@christinebourassa.com> 
Sent: November 16, 2025 10:01 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: Re: RE: Code utilisateurs

Bonjour j'ai tout planter! Et ca me dit que le code utilisateur n'est pas valide! Et apres ca dit que j'ai verrouillé ma session ----------Message original---------- De : Distribution Methodology<Distribution_Methodology@ canadalife. com>
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Bonjour j'ai tout planter! Et ca me dit que le code utilisateur n'est pas valide! Et apres ca dit que j'ai verrouillé ma session
 
 
 
----------Message original---------- 
De : Distribution Methodology<Distribution_Methodology@canadalife.com>
À : Christine Bourassa<info@christinebourassa.com>, Distribution Methodology<Distribution_Methodology@canadalife.com>
Date/Heure : 2025-11-13 14:55:27
Sujet : RE: Code utilisateurs
Vous avez enregistré votre identifiant utilisateur BOU3E6DHD9 le 11 novembre 2025. Vous pouvez procéder à votre inscription à Workspace.
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Christine Bourassa <info@christinebourassa.com>
Sent: November 7, 2025 5:04 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: Code utilisateurs
Importance: High
 
Bonjour   J'ai une vente à faire et je n'ai pas mes codes d'utilisateur pour créer ma plateforme en ligne j'aurais besoin d'aide.   Mes codes dans Apexa sont H8950 & H8949 pour Christine Bourassa et Services financiers Christine Bourassa
 
Bonjour
 
J'ai une vente à faire et je n'ai pas mes codes d'utilisateur pour créer ma plateforme en ligne j'aurais besoin d'aide. 
Mes codes dans Apexa sont H8950 & H8949 pour Christine Bourassa et Services financiers Christine Bourassa inc. Je veux savoir quel est mon nom utilisateur pour ouvrir en ligne pour vendre en ligne",True,2025-11-17T16:47:45.000+0000,False,False,005OH0000097FtCYAU,2025-11-17T16:47:45.000+0000,005OH0000097FtCYAU,2025-11-17T16:47:45.000+0000,005OH0000097FtCYAU,2025-11-17T16:47:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzhMzYAI,False,,23805276,0035o0000062vFaAAI,0015o000006bWYYAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"Support Staff was offboarded through workspace recently and wanted to register to workspace again, however she is not certain about her RepNet ID. Referred to Distribution_Methodology@canadalife.com for assistance.

===============

Hi Joanne,

Thank you for contacting the workspace support about registering to workspace.

We have identified that you were recently offboarded to your workspace and on process of registering to workspace again however you are not certain about RepNet ID which is very important for you to register successfully. You were referred to Distribution_Methodology@canadalife.com to confirm your RepNet ID so you can proceed with your registration.

Thank you very much for your time spent with us and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-17T17:00:45.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T16:48:08.000+0000,005OH00000BFPZHYA5,2025-11-17T17:07:14.000+0000,005OH00000BFPZHYA5,2025-11-17T17:07:14.000+0000,(204)293-4889,,anne_jay29@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzjmzYAA,False,,23805470,003OH00000Ve9cLYAR,001OH00000cbImvYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T16:51:26.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T16:51:26.000+0000,005G0000002gxxjIAA,2025-11-17T16:51:26.000+0000,005G0000002gxxjIAA,2025-11-17T16:51:26.000+0000,(819)437-7884,,mb@croissancecapital.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzlYlYAI,False,,23807151,003G0000018f6csIAA,0010A000002wOaAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,advisor called to confirm DSC fees are matured.,True,2025-11-17T17:19:30.000+0000,False,False,005OH000006uYrkYAE,2025-11-17T17:15:50.000+0000,005OH000006uYrkYAE,2025-11-17T17:19:30.000+0000,005OH000006uYrkYAE,2025-11-17T17:19:30.000+0000,(604)218-3471,(604) 218-3471,pat@pjfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzpahYAA,False,,23808436,0030A0000029i5hQAA,0010A000002w5rXQAQ,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 17 2025

Bonjour Anthony,

Merci de me laisser savoir. Je refais la liste et je lui ai donné un nouveau mot de passe. Encore une fois, le mot de passe sera envoyé sur un autre courriel.

Merci pour votre temps! 

S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Anthony Powers <apowers@grpowers.com> 
Sent: November 6, 2025 3:08 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: RE: Mot de passe du document Excel - INC1835021 - 23587235

Je comprends tout cela et tel que je vous mentionne, le mot de passe reçu : NRX67K1D ne permet pas d'ouvrir le fichier Excel. -- ----------Message original---------- De : BusinessReporting<BusinessReporting@ canadalife. com> À : Anthony
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Je comprends tout cela et tel que je vous mentionne, le mot de passe reçu : NRX67K1D ne permet pas d'ouvrir le fichier Excel.
-- 
 
 
 
 
----------Message original---------- 
De : BusinessReporting<BusinessReporting@canadalife.com>
À : Anthony Powers<apowers@grpowers.com>
Date/Heure : 2025-11-06 13:47:38
Sujet : RE: Mot de passe du document Excel - INC1835021 - 23587235
Bonjour Anthony,
 
Je comprends que vous rencontrez des difficultés à ouvrir le document encrypté. Veuillez noter que le mot de passe donné dans ce courriel n’est pas pour ouvrir le courriel encrypté, mais le document qui se trouve dans le courriel.
 
Le mot de passe pour le courriel encrypté devrait être reçu sur votre boite de courriels, après que vous essayez d’ouvrir. Veuillez voir le courrier indésirable sur Outlook, puisque le mot de passe pourrait être entré dans cette section.
 
Si le mot de passe ne marche pas pour ouvrir le document Excel, laissez-moi savoir.
 
Merci,
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
From: Anthony Powers <apowers@grpowers.com>
Sent: October 30, 2025 6:10 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Mot de passe du document Excel - INC1835021
 
Le Mot De Passe ne fonctionne pas MErci -- ----------Message original---------- De : BusinessReporting<BusinessReporting@ canadalife. com> À : Anthony Powers<apowers@ grpowers. com> Date/Heure : 2025-10-30 12: 02: 48 Sujet : Mot de passe
 
Le Mot De Passe ne fonctionne pas
 
MErci
-- 
 
 
 
 
----------Message original----------
De : BusinessReporting<BusinessReporting@canadalife.com>
À : Anthony Powers<apowers@grpowers.com>
Date/Heure : 2025-10-30 12:02:48
Sujet : Mot de passe du document Excel - INC1835021
Salut Anthony,
 
Veuillez voir le mot de passe pour le document Excel envoyé:
 
 NRX67K1D
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
Salut Anthony, 

Le nouveau mot de passe pour le nouveau document envoyé est le suivant : 

 897L7D68
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T17:34:41.000+0000,False,False,005OH000002iN7rYAE,2025-11-17T17:34:41.000+0000,005OH000002iN7rYAE,2025-11-17T17:34:41.000+0000,005OH000002iN7rYAE,2025-11-17T17:34:41.000+0000,(418)623-2521X203,,apowers@grpowers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000fzrHYYAY,False,,23806672,0035o0000071qpYAAQ,001OH00000YfLo5YAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Ezio Advisory - Tanner - RepNet/Workspace Access,Medium,"****DDS****11/17/25
User reached out for email address update
Authenticated user and updated email address in SF - advised user to update their email address in Apexa as well.

****DDS****11/17/25
User has requested an email change from Tfermaniuk@kbbenefits.com to Tanner@ezioadvisory.com
Sent FU email for a call back as user was not available
====================================================================================

****Email Chain****

Hello Tanner,

Just to recap, we have updated the login email address for Workspace from Tfermaniuk@kbbenefits.com to Tanner@ezioadvisory.com.  You were then able to sign, out and back into Workspace successfully using the new email address. As discussed, please do update your email address in Apexa and if you encounter any difficulties, contact your MGA for more support.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tanner Fermaniuk <Tanner@ezioadvisory.com> 
Sent: November 17, 2025 10:18 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Ezio Advisory - Tanner - RepNet/Workspace Access - 23806672

Hello, Sorry I was on another call. Can you please call me back? Thank you, Tanner Fermaniuk I BComm I GBA I President and Principal Advisor 📞 (780) 232-0669 | ✉️ Tanner@ ezioadvisory. com I 🌐 www. ezioadvisory. com I📍 Edmonton, AB I Confidentiality
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Sorry I was on another call.  

Can you please call me back? 

Thank you, 

Tanner Fermaniuk I BComm I GBA I 
President and Principal Advisor 
📞 (780) 232-0669 | ✉️ Tanner@ezioadvisory.com I 🌐 www.ezioadvisory.com I📍 Edmonton, AB I
 
 
Confidentiality Notice and Disclaimer: This email and any attachments are confidential. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and permanently delete this message including any attachments, without reading it or making a copy.  Any other distribution, copying or disclosure is strictly prohibited. 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Monday, November 17, 2025 10:14:50 AM
To: Tanner Fermaniuk <Tanner@ezioadvisory.com>
Subject: RE: Ezio Advisory - Tanner - RepNet/Workspace Access - 23806672 
 
Good morning Tanner,
 
We received your request for an email address change for your Workspace account.
 
We tried reaching you earlier via (780) 232-0669 but you were not available. Please provide your availability for a call as we will need to authenticate you over the phone prior to making these changes. I am in the office until 7:00pm EST today, alternately you can contact our team directly at your convenience at 1-888-999-4516.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 
 
  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Tanner Fermaniuk <Tanner@ezioadvisory.com> 
Sent: November 14, 2025 4:12 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Ezio Advisory - Tanner - RepNet/Workspace Access
 
Hello, I was having technical issues calling in. Can you please amend my email on file so I can reset my user ID? My email going forward should be Tanner@ ezioadvisory. com. I started my own firm (Ezio Advisory) and have contracted/selling codes
Hello,
 
I was having technical issues calling in.
 
Can you please amend my email on file so I can reset my user ID?  My email going forward should be Tanner@ezioadvisory.com.
 
I started my own firm (Ezio Advisory) and have contracted/selling codes completed but my login is tied to my old Tfermaniuk@kbbenefits.com email.
 
Selling Code: H5035
 
Tanner Fermaniuk I BComm I GBA I 
President and Principal Advisor 
📞 (780) 232-0669 | ✉️ Tanner@ezioadvisory.com I 🌐 www.ezioadvisory.com I📍 Edmonton, AB I
 
 
 
Confidentiality Notice and Disclaimer: This email and any attachments are confidential. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and permanently delete this message including any attachments, without reading it or making a copy.  Any other distribution, copying or disclosure is strictly prohibited.  
 
From: Leinweber, Wanda <Wanda.Leinweber@canadalife.com> 
Sent: November 14, 2025 10:59 AM
To: Tanner Fermaniuk <Tanner@ezioadvisory.com>
Cc: Chiu, Anderson <Anderson.Chiu@canadalife.com>
Subject: RE: Ezio Advisory - Tanner - RepNet/Workspace Access
 
Hi Tanner:
 
Please call RepNet Support if it is tied to your old code. So if you cannot register for RepNet, please call RepNet Support to help, 1-800-475-7001.  For new user id.  Once this is completed, you may register for Workspace after 24 hours at this link 
STEP 2 REGISTER FOR WORKSPACE (24 hours after RepNet):
After 24 hours, you will be able to register for Workspace, per below:
 
To register for Workspace, please use this link to register https://lifeco.my.site.com/workspace/s/login/SelfRegister?language=en_US 
 
If you are having difficulty accessing or registering for Workspace, please reach out to Workspace Support
•	MGA 1-888-999-4516 or CLWorkspaceSupport@canadalife.com 
 
 
This link will help you with self-directed training: https://rise.articulate.com/share/wVmIMmNligZas20r81arQVCXqw3SU5Ap#/
 
The next step will be to set your preferences for applications that you will submit.  From the home screen of Workspace, please scroll down to New Business Start or manage application and use the gear icon to set your preferences and notifications:
 
 
 
 
 
From: Tanner Fermaniuk <Tanner@ezioadvisory.com> 
Sent: November 14, 2025 10:49 AM
To: Leinweber, Wanda <Wanda.Leinweber@canadalife.com>
Cc: Chiu, Anderson <Anderson.Chiu@canadalife.com>
Subject: [EXT] Ezio Advisory - Tanner - RepNet/Workspace Access
 
Hi Wanda, Are you able to help me getting up and running with online access for RepNet/Workspace? I started my own firm (Ezio Advisory) and have contracted/selling codes completed but my login is tied to my old Tfermaniuk@ kbbenefits. com email. 
 
Hi Wanda,
 
Are you able to help me getting up and running with online access for RepNet/Workspace?
 
I started my own firm (Ezio Advisory) and have contracted/selling codes completed but my login is tied to my old Tfermaniuk@kbbenefits.com email.
 
Selling Code: H5035
 
Is that something you are able to help me reset to Tanner@ezioadvisory.com?  
 
Tanner Fermaniuk I BComm I GBA I 
President and Principal Advisor 
📞 (780) 232-0669 | ✉️ Tanner@ezioadvisory.com I 🌐 www.ezioadvisory.com I📍 Edmonton, AB I
 
 
 
Confidentiality Notice and Disclaimer: This email and any attachments are confidential. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and permanently delete this message including any attachments, without reading it or making a copy.  Any other distribution, copying or disclosure is strictly prohibited.",True,2025-11-17T18:39:05.000+0000,False,False,005OH0000097FtCYAU,2025-11-17T17:09:26.000+0000,005OH0000097FtCYAU,2025-11-17T18:39:05.000+0000,005OH0000097FtCYAU,2025-11-17T18:39:05.000+0000,(780) 232-0669,,tanner@ezioadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g02eMYAQ,False,,23807699,0030A0000029ZUXQA2,0010A000002vyl6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up on INC1848998,Medium,"Advisor is frustrated about about the update on INC1848998 in which he did not get any instructions and contact info. Provided the contracts&compensation@canadalife.com   and advisor will also deal with it with his support staff.

==============

Hi Keith,

Thank you for contacting the workspace support to follow up on the status of the incident # INC1848998.

We have identified that you were referred to reach out to contracts and licensing team to rectify your situation as it is confirmed that you do not have active advisor code as of this time. However, you don’t have any contact information with them. Please reach out to their email address for further assistance at contracts&compensation@canadalife.com.

I understand this must be very frustrating on your part calling us back again and my apologies for that. Thank you for your patience on this matter I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-17T17:40:03.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T17:23:47.000+0000,005OH00000BFPZHYA5,2025-11-17T17:51:34.000+0000,005OH00000BFPZHYA5,2025-11-17T17:51:34.000+0000,(780)459-3343,(780) 217-5913,keith.jackson@ig.ca,(780)459-4321,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g02eTYAQ,False,,23809951,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T17:56:36.000+0000,False,False,005OH000001cCPNYA2,2025-11-17T17:56:36.000+0000,005OH000001cCPNYA2,2025-11-17T17:56:37.000+0000,005OH000001cCPNYA2,2025-11-17T17:56:37.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g03nJYAQ,False,,23807660,0030A0000029ZvcQAE,0010A000002vz9rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New SP app- Client nor able to sign - Caller requesting a new app link to be sent to them,Medium,Escalated - Handled by Samantha S.,True,2025-11-17T17:39:23.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T17:23:16.000+0000,005OH00000AbCcLYAV,2025-11-17T17:39:23.000+0000,005OH00000AbCcLYAV,2025-11-17T17:39:23.000+0000,(705)719-6773,,john.stransky@igpwm.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g055yYAA,False,,23807993,0030A0000029a99QAA,0010A000002vzMVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration RepNet,Medium,"User is inquiring about registration for Workspace but has not registered for User ID yet. 

Code: 48229
Email: jpbeauchamp@assante.com

*******************************************
Good afternoon Jean-Pierre, 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace registration!
 
As indicated you will need to register for a User ID before being able to register for Workspace. 

Registration process: 

1.	To register for a User ID (formerly Repnet ID), you will need an activation code. 
2.	Once you obtain an activation code from Distribution Methodology, please follow this link to register your User ID. Please select Register located at the lower half of the webpage. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi…
3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T18:02:13.000+0000,False,False,005OH00000BG5v4YAD,2025-11-17T17:28:03.000+0000,005OH00000BG5v4YAD,2025-11-17T18:02:13.000+0000,005OH00000BG5v4YAD,2025-11-17T18:02:13.000+0000,(514)832-5100,514.952.3499,jpbeauchamp@assante.com,(514)832-5232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g05dtYAA,False,,23809933,0030A000001a99PQAQ,0010A000002wN0VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Hi Sheri, 

Thank you for contacting Workspace Support team.  


To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please select the MGA association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Sheri Iaconis <sheri.iaconis@spmfinancial.ca> 
Sent: November 17, 2025 8:12 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] MGA Workspace Login

Hello, I will need assistance on setting up my MGA account login information. I already am registered for Workspace (Advisor Solutions) but not for the MGA site. Thank you, Sheri Iaconis | Client Service Associate 530 Oxford Street West, Suite
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I will need assistance on setting up my MGA account login information.  I already am registered for Workspace (Advisor Solutions) but not for the MGA site.

Thank you,
 
  

Sheri Iaconis | Client Service Associate
530 Oxford Street West, Suite 19
London ON, N6H 1T6

P:   519.432.6199 ext. 240
E:   sheri.iaconis@spmfinancial.ca
F:   519.432.6197
TF: 1.800.265.1551
W:  spmfinancial.ca

     
 

Please note that trade instructions or policy changes requested via e-mail or phone cannot be acted upon until you have communicated with an advisor, the requested actions have been clarified and confirmed, and the appropriate paperwork has been completed

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. If you no longer want to receive these messages, click the word unsubscribe to email a request to me. 

If you no longer want to receive these messages, click the word unsubscribe to email a request to me.",True,2025-11-17T17:56:24.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T17:56:24.000+0000,005OH00000AbCcLYAV,2025-11-17T17:56:24.000+0000,005OH00000AbCcLYAV,2025-11-17T17:56:24.000+0000,(519)432-6199,,lewis.kent@spmfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g06oVYAQ,False,,23813830,0030A0000029gA6QAI,0010A000002w4E2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:52:11.000+0000,False,False,0055o000001NWfMAAW,2025-11-17T18:52:11.000+0000,0055o000001NWfMAAW,2025-11-17T18:52:11.000+0000,0055o000001NWfMAAW,2025-11-17T18:52:11.000+0000,(416)722-3837,,garyfarwaha@gmail.com,(905)703-1566,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g07HSYAY,False,,23808849,0030A0000029baqQAA,0010A000002w0UgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T17:40:32.000+0000,False,False,0055o000001h4cFAAQ,2025-11-17T17:40:32.000+0000,0055o000001h4cFAAQ,2025-11-17T17:40:32.000+0000,0055o000001h4cFAAQ,2025-11-17T17:40:32.000+0000,(204)688-9186,(905)321-3488,kurt.montgomery@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g09frYAA,False,,23809022,0030A0000085HPeQAM,0010A000008xr8TQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Issue with Accessing Policy Details for Critical Illness Policy,Medium,"****DDS****11/17/25 

User's client is unable to access details of critical illness policy in MCLAW
 
================================================================================

****Email Chain****


Good morning Sasha,

Thank you for contacting Workspace Support regarding the error code P201 your client is experiencing when trying to access policy 60289769C.

As discussed, please advise your client to call this number for more support as they have access to clients’ portal: 1-888-222-0775 on weekdays from 8 a.m. to 8 p.m. ET. We can only access the advisors’ portal in our department.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: sashahua@crius.ca <sashahua@crius.ca> 
Sent: November 14, 2025 1:22 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Issue with Accessing Policy Details for Critical Illness Policy

Hi there, My name is Sha Hua from Crius, my selling code is C8706. I am writing to report an issue with accessing policy details for my client JUNYI SHAO. The client has two policies: a participating life insurance policy and a critical illness
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,
My name is Sha Hua from Crius, my selling code is C8706.
I am writing to report an issue with accessing policy details for my client JUNYI SHAO. The client has two policies: a participating life insurance policy and a critical illness policy.
The client has reported that on her own policyholder portal, she can see both policies but is unable to access details for the critical illness policy.
Could you please investigate and resolve these issues at your earliest convenience? Thank you for your prompt attention to this matter.

 

________________________________________
Best Regards,
 
Sha Hua 

Senior Sales Representative
Crius Financial Services Corp.
Tel:  (604) 438-3699
Cell: (778) 838-0221
 
CONFIDENTIALITY NOTICE The information in this transmission may contain privileged and confidential information and is intended only for the use of the person or corporate entity to which it is addressed. The confidential nature of this communication remains regardless of whether or not you are an intended recipient. If you are not an intended recipient, please notify the sender immediately and destroy this message and all attachments, without making a copy. Any distribution or reproduction of this message is prohibited. We assume no liability for the interception of any Internet communication or the transmission of computer viruses.",True,2025-11-17T18:00:10.000+0000,False,False,005OH0000097FtCYAU,2025-11-17T17:42:52.000+0000,005OH0000097FtCYAU,2025-11-17T18:00:11.000+0000,005OH0000097FtCYAU,2025-11-17T18:00:11.000+0000,(778)838-0221,,sashahua@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0ATsYAM,False,,23808948,003OH00000JynSlYAJ,001OH00000OQ6K8YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T17:41:54.000+0000,False,False,0055o000001h4cFAAQ,2025-11-17T17:41:54.000+0000,0055o000001h4cFAAQ,2025-11-17T17:41:54.000+0000,0055o000001h4cFAAQ,2025-11-17T17:41:54.000+0000,(204)362-7288,,andy@mikelynesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0FbeYAE,False,,23810351,0030A0000029e1vQAA,0010A000002w2RWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - MFA,Medium,"*11/17*
----------------
Elena Bitelli-ravenhill
C8726

having issue signing into authenticator. 
disconnected old authenticator app


*email*
----------------

Good afternoon Elena, 

Thank you for contacting the Workspace Support Team with your authenticator issue. 

You wanted to log into Workspace but none of your authenticator apps on your device seemed to be registered anymore. We disconnected the old app, and you were able to reregister your authenticator app and log in successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T18:36:46.000+0000,False,False,005OH000008919xYAA,2025-11-17T18:02:02.000+0000,005OH000008919xYAA,2025-11-17T18:36:46.000+0000,005OH000008919xYAA,2025-11-17T18:36:46.000+0000,(778)999-3387,(778) 999-3387,scottg@ridgewealth.com,(604)687-7763,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0GEIYA2,False,,23809938,0030A00000BHpFuQAL,0010A00000Bs4IIQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T17:56:27.000+0000,False,False,0050A000001o2WeQAI,2025-11-17T17:56:27.000+0000,0050A000001o2WeQAI,2025-11-17T17:56:27.000+0000,0050A000001o2WeQAI,2025-11-17T17:56:27.000+0000,(506)857-8055,(506) 227-9756,susan.tower@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0GHVYA2,False,,23808954,003OH00000XD7K1YAL,001OH00000fEnPdYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Registration-,Medium,"**DDS**11/17/2025
user request assitance to complete registration
EMAIl=======
Hello Reihaneh,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with your Workspace Registration today.
During our call we were able to complete your Workspace registration,connect your account with salesforce authenticator.
And you were able to log successfully.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T18:14:17.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-17T17:41:58.000+0000,005OH00000AZ3ZxYAL,2025-11-17T18:14:17.000+0000,005OH00000AZ3ZxYAL,2025-11-17T18:14:17.000+0000,(778)512-3038,,rihana.p.finances39@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0IJNYA2,False,,23811587,003OH00000B8kybYAB,0015o000008CybFAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:20:09.000+0000,False,False,0055o000002KxaMAAS,2025-11-17T18:20:09.000+0000,0055o000002KxaMAAS,2025-11-17T18:20:09.000+0000,0055o000002KxaMAAS,2025-11-17T18:20:09.000+0000,,(587) 412-5123,melanie@lefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0IUeYAM,False,,23810666,0030A0000029mCFQAY,0010A000002w9CMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,RE: Register for access to Canada Life Workspace,Medium,"****DDS****11/17/25 
User gets error W1507 when trying to complete registration
Sent FU email as user was not currently available in the office 
=========================================================================================
 
****Email Chain****


Good morning Bob,

Thank you for contacting Workspace Support regarding the issue with registering for Workspace.

We tried reaching you earlier via (250) 377-7664 but you were not available. Please provide your availability for a call as we will need to authenticate you over the phone before assisting you. I am in the office until 7:00pm EST today, alternately you can contact our team directly at your convenience at 1-888-999-4516.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 14, 2025 5:11 PM
To: Robert Thomas <bobt@fraserfinancial.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace 

Hi Robert.

I am including @CL Workspace Support in this email to assist you in registering for Workspace.

@CL Workspace Support – this advisor registered their user ID RKTHOMASCL on November 6 and is receiving an error when trying to register for Workspace.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Robert Thomas <bobt@fraserfinancial.com> 
Sent: November 12, 2025 3:07 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace 

Hi Tina, I tried yesterday and today with the User ID and the password I set up and am getting this error message: Stew'ard·ship': the moral responsibility for the careful use of money, time and talents. Bob Thomas, CPA, CA, CFP® Financial Planner
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Tina,

I tried yesterday and today with the User ID and the password I set up and am getting this error message:

 

Stew'ard·ship': the moral responsibility for the careful use of money, time and talents.
 
Bob Thomas, CPA, CA, CFP®
Financial Planner
bobt@fraserfinancial.com

  

843 Seymour St
Kamloops, BC
V2C 2H6

T: (250)377-7664 
F: (250)377-7668

www.fraserfinancialkamloops.com



This message is intended to be received only by the individual or entity to whom or to which it is addressed, and may contain information that is confidential and/or privileged and/or subject to copyright.  If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited.  Please notify the sender immediately if you have received this communication in error (by calling collect, if necessary) so that we can arrange for its return at our expense.  Thank you for your assistance and co-operation.  Any insurance or GIC related business is done through BLT Wealth Management Ltd.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 7, 2025 4:39 AM
To: Robert Thomas <bobt@fraserfinancial.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace 

Hi Robert.

You created your user ID RKTHOMASCL yesterday (Nov 6). You will be able to register for Workspace on Monday, November 10 by following step 2 outlined in your registration letter.

We have granted Lisa Mitchell access to your advisor code.  We will email Lisa their registration letter on Monday, November 10.  Trish Meacher already has access to your advisor code and has registered their user. If they forgot this information, please let us know and we will provide Trish with their user ID.

Our records show the following currently have access to your advisor code:

Alyssa Crocuett
Matthew Griffin
Barbara Johnson

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Robert Thomas <bobt@fraserfinancial.com> 
Sent: November 7, 2025 12:38 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Trish Meacher <trishm@fraserfinancial.com>; Lisa Mitchell <lisam@fraserfinancial.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace 

Hi Tina, I have attached the completed third-party access form and believe I have completed Step 1. Please clarify the statement in STEP 1: “Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2. ” Does

Hi Tina,

I have attached the completed third-party access form and believe I have completed Step 1.

Please clarify the statement in STEP 1: 

“Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.”

Does this mean I will receive a confirmation of the User ID I created in STEP 1, or does completing STEP 1 mean it has already been received?  Or is a different User ID being sent to me?


Thank you for your help,
Bob

Stew'ard·ship': the moral responsibility for the careful use of money, time and talents.
 
Bob Thomas, CPA, CA, CFP®
Financial Planner
bobt@fraserfinancial.com

  

843 Seymour St
Kamloops, BC
V2C 2H6

T: (250)377-7664 
F: (250)377-7668

www.fraserfinancialkamloops.com



This message is intended to be received only by the individual or entity to whom or to which it is addressed, and may contain information that is confidential and/or privileged and/or subject to copyright.  If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited.  Please notify the sender immediately if you have received this communication in error (by calling collect, if necessary) so that we can arrange for its return at our expense.  Thank you for your assistance and co-operation.  Any insurance or GIC related business is done through BLT Wealth Management Ltd.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 6, 2025 2:40 PM
To: Robert Thomas <bobt@fraserfinancial.com>
Subject: Register for access to Canada Life Workspace 

 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	Workspace has separate versions for Canada Life Direct and MGA business; even if you're already registered for the Direct version, you'll need to register separately for the MGA version to manage MGA business.
•	Please wait 2 business days after receiving your User ID to register for Workspace.

Your registration information
Name:	Robert Thomas
Advisor code*:	Please reference APEXA for your selling code
Activation code:	1-1QDTDF
* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID) 
•	Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Grant third-party access to your support team (optional)
•	To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form. This form can also be downloaded from Workspace.
•	Once authorized, delegates will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your advisor code(s).
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.

Thank you,



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-17T18:13:20.000+0000,False,False,005OH0000097FtCYAU,2025-11-17T18:06:50.000+0000,005OH0000097FtCYAU,2025-11-17T18:13:21.000+0000,005OH0000097FtCYAU,2025-11-17T18:13:21.000+0000,(250)377-7664,,bobt@fraserfinancial.com,(250)377-7668,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0MBeYAM,False,,23809667,0031600002cybyiAAA,0010A000002wOLdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T17:52:29.000+0000,False,False,005OH000001cCPNYA2,2025-11-17T17:52:29.000+0000,005OH000001cCPNYA2,2025-11-17T17:52:29.000+0000,005OH000001cCPNYA2,2025-11-17T17:52:29.000+0000,(604)646-5828,(778) 829-9069,patrick.chee@flci.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0ROGYA2,False,,23812223,003OH00000WobgSYAR,001OH00000eR3R9YAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Hi Sean and Daniel,

Thank you for contacting Workspace Support team.  

To retrieve your User ID, please refer to the highlighted sections within the registration process. 

Workspace Registration:

To register on Workspace, you will need the following before you start:
•	Your User ID
•	Your User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please make sure to select the right association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 


From: O'Connell, Sean <sean.oconnell@canadalife.com> 
Sent: November 17, 2025 7:47 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: daniel.smits@edwardjones.com
Subject: Advisor Code & Workspace Login

Hi Team,

I hope you had a great weekend!

I know you have previously helped me with an advisor code and Workspace login.

I was just on the phone with a new advisor Daniel Smits (cc’d) and he was informing me that he hasn’t gotten a welcome package email from Canada Life or sent his advisor code. I just wanted to check in and see if the account was still being created or already has. If it has can we resend the steps for accessing it along with the code/package? Let me know if I can help.

Thanks in advance!

Sean O’Connell
Regional Sales Representative, Wealth Management
Phone: (416) 507-2875
Email: sean.oconnell@canadalife.com
 
Bryan Paolatto
Regional Sales Manager, Wealth Management
Phone: (519) 852-3681
Email: bryan.paolatto@canadalife.com
 
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram",True,2025-11-17T18:28:56.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T18:28:56.000+0000,005OH00000AbCcLYAV,2025-11-17T18:28:57.000+0000,005OH00000AbCcLYAV,2025-11-17T18:28:57.000+0000,(519)786-4924,,daniel.smits@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0We2YAE,False,,23811253,0030A0000029YIPQA2,0010A000002vxlIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Helped advisor register for WS
========================
Bonjour Alain, 

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à enregistrer et à accéder à votre compte Workspace.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service fourni aujourd'hui en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T18:15:43.000+0000,False,False,005OH00000BFQFGYA5,2025-11-17T18:15:43.000+0000,005OH00000BFQFGYA5,2025-11-17T18:17:30.000+0000,005OH00000BFQFGYA5,2025-11-17T18:17:30.000+0000,(450)660-0027,,alain.carriere@sfl.qc.ca,(450)629-2238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0YBLYA2,False,,23815519,0030A0000029bmyQAA,0010A000002w0e4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:15:17.000+0000,False,False,005OH0000084GETYA2,2025-11-17T19:15:17.000+0000,005OH0000084GETYA2,2025-11-17T19:15:18.000+0000,005OH0000084GETYA2,2025-11-17T19:15:18.000+0000,(416)230-0094,(416) 230-0094,performa@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0ZK9YAM,False,,23810879,003OH00000NLSDxYAP,001OH00000SKalhYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:09:56.000+0000,False,False,005OH000004pk06YAA,2025-11-17T18:09:56.000+0000,005OH000004pk06YAA,2025-11-17T18:09:56.000+0000,005OH000004pk06YAA,2025-11-17T18:09:56.000+0000,(905)799-2470X1,416-846-8569,naidujawahar@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0eeqYAA,False,,23812478,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:32:34.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T18:32:34.000+0000,005OH000007fgYjYAI,2025-11-17T18:32:34.000+0000,005OH000007fgYjYAI,2025-11-17T18:32:34.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0ikAYAQ,False,,23817423,0031600002G7TxKAAV,0010A000002wNGnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:42:01.000+0000,False,False,0050A000000WjqvQAC,2025-11-17T19:42:01.000+0000,0050A000000WjqvQAC,2025-11-17T19:42:01.000+0000,0050A000000WjqvQAC,2025-11-17T19:42:01.000+0000,(613) 232-4577x105,,asaint@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0jWWYAY,False,,23817306,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:40:20.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T19:40:20.000+0000,005OH000003ds0PYAQ,2025-11-17T19:40:21.000+0000,005OH000003ds0PYAQ,2025-11-17T19:40:21.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0kHEYAY,False,,23814081,0030A0000029YyRQAU,0010A000002vyKAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:55:28.000+0000,False,False,005OH000004oiYEYAY,2025-11-17T18:55:28.000+0000,005OH000004oiYEYAY,2025-11-17T18:55:29.000+0000,005OH000004oiYEYAY,2025-11-17T18:55:29.000+0000,(519)520-8886,,larry@chfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0ly3YAA,False,,23812835,0030A00000BmYytQAF,0010A00000CN0HUQA1,,,,,,,012OH000000ijW5YAI,Closed,,Email,,New Account Set up,Medium,"Name: Matthew De Berardinis
Advisor or support staff: Advisor
Advisor Code: H8575
Advisor Name:  Matthew De Berardinis
Phone:  (416) 968-1444. Cell: (647) 210-4013
Email: matthew@moneystrat.com		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: I am reaching out as I do not have the details to create my new account with workspace/RepNet.
 My advisor code is H8575. Hub Financial is my MGA. 
Please let me know what information I need to provide or what I need to do in order to speed up the process.

FINDINGS: 
email from advisor to contracts& licensing is dated Nov 11th

MGA WORKSPACE ALREADY SETUP--LAST ACCESS SHOWS TODAY. NOV 17
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001pOwZAAU%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H6C1AAK%26cntc%3D0035o000004H6C1AAK%26id%3D0055o000001pOwZAAU

ADVISOR SOLUTIONS - EMAIL IS matthew@northshorefinancial.ca. LAST ACCESSESD OCT 2024. SHOWS LL36896
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001hOPfQAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A000008fBpdQAE%26cntc%3D0030A000008fBpdQAE%26id%3D0050A000001hOPfQAM

--------------------------------------***DDS  11/17/2025***--------------------------
RESOLUTION: MGA WORKSPACE IS ALREADY SETUP AND HE ACCESSED IT JUST TODAY. 
SENT FOLLOW UP EMAIL ADVISING.

--------------------------------------***DDS  11/17/2025***--------------------------
Hello Matthew,

Your email was forwarded to us here at Workspace Support. 

I’ve reviewed your message and understood you’re wanting to setup/access your MGA Workspace however the email is dated November 11th.

I can see your MGA Workspace is already setup and you’ve accessed it as well and so you may have already received assistance with accessing.

If you’re still having issues or need assistance do let us know, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/17/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/17/2025***--------------------------

Hello Team,

Please can you assist.

Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com> 
Sent: Tuesday, November 11, 2025 10:07 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: New Account Set up

 
________________________________________
From: Matthew De Berardinis <matthew@moneystrat.com>
Sent: Tuesday, November 11, 2025 4:06:56 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>
Subject: [EXT] FW: New Account Set up
Hello, I am reaching out as I do not have the details to create my new account with workspace/RepNet. My advisor code is H8575. Hub Financial is my MGA. Please let me know what information I need to provide or what I need to do in order to speed
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hello, 
 
I am reaching out as I do not have the details to create my new account with workspace/RepNet.
 
My advisor code is H8575. Hub Financial is my MGA. 
 
Please let me know what information I need to provide or what I need to do in order to speed up the process.
 
Thanks,
 
Matthew De Berardinis
Moneystrat Securities Inc.
13 Summerhill Avenue
Toronto, ON   M4T 1A9
Phone: (416) 968-1444
Cell: (647) 210-4013
Web: www.moneystrat.com",True,2025-11-17T20:29:49.000+0000,False,False,005OH00000AUS7aYAH,2025-11-17T18:37:54.000+0000,005OH00000AUS7aYAH,2025-11-17T20:29:50.000+0000,005OH00000AUS7aYAH,2025-11-17T20:29:50.000+0000,(647)210-4013,,matthew@moneystrat.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0pn7YAA,False,,23812626,0030A000008WAhlQAG,0010A000009QUi2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:34:57.000+0000,False,False,005OH00000865wTYAQ,2025-11-17T18:34:57.000+0000,005OH00000865wTYAQ,2025-11-17T18:34:58.000+0000,005OH00000865wTYAQ,2025-11-17T18:34:58.000+0000,(780)328-2562X107,,katie@personalizedwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0srRYAQ,False,,23812998,0030A0000029cqrQAA,0010A000002w1SWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't sign into Workspace ERR-W1285,Medium,"Name: HUI WAN JOANNA WONG (SIEBEL SEARCH IS FIRST NAME IS HUI WAN AND LAST NAME IS WONG
Advisor or support staff: Advisor
Advisor Code: 09778 MGA
Advisor Name: JOANNA WONG 
Phone: 	(604) 671-2332
Email: joanna1999_98@yahoo.com		
1. Siebel verification: completed.
2. Last Login to Workspace: couple months ago

Issue: can't login/last login couple months ago. ERR-W1285

findings: she was going to the wrong website. had her access workspace site, now gets ERR-W1285 followed KB0020563
then it indicated to check KB0020858
she provided repnet id joannawong, it shows locked in isam. joannawong@clext

AS I HAD ANOTHER CALL SCHEDULE FOR 2PM EASTERN, I TOLD JOANNA I WOULD WORK ON THIS AND GET BACK TO HER BEFORE END OF DAY/MY SHIFT.

CALLED ASSIST DESK/SPOKE TO JENNIFER TO CONFIRM I'M FOLLOWING THE CORRECT PROCESS. . RESEST REPNET ID FIRST, WITH TEMP PASSWORD. THEN HAVE ADVISOR SIGN IN/OR USE FORGOT PASSWORD .

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001nPSAAA2%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HEhpAAG%26cntc%3D0035o000004HEhpAAG%26id%3D0055o000001nPSAAA2

RESOLUTION: 

Called Joanna at the # in Siebel
verified again. followed KB0020858
Changed repnet password to Canada2025
had her sign /out to test. she uses google auth

sent follow up email.

--------------------------------------***DDS  11/17/2025***--------------------------
Hello Joanna,

Thank you for contacting Workspace Support today regarding not being able to sign in.

During our call, you were seeing ERR-W1285, which indicated your repnet id was locked.

We completed verification as well as calling you at the phone# on file. 

I unlocked your account, and had you sign in with your old password, as that didn’t work, I then had you use the Forgot password option.

You were able to r-et your password and sign into Workspace with your existing password after authenticating on your Google authenticator. 

I then had you sign out/in again to ensure it worked with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-17T19:38:07.000+0000,False,False,005OH00000AUS7aYAH,2025-11-17T18:40:02.000+0000,005OH00000AUS7aYAH,2025-11-17T19:38:07.000+0000,005OH00000AUS7aYAH,2025-11-17T19:38:07.000+0000,(604)671-2332,,joanna1999_98@yahoo.com,(604)231-7313,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0tE5YAI,False,,23815149,0030A0000029baqQAA,0010A000002w0UgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:10:07.000+0000,False,False,0055o000001h4cFAAQ,2025-11-17T19:10:07.000+0000,0055o000001h4cFAAQ,2025-11-17T19:10:08.000+0000,0055o000001h4cFAAQ,2025-11-17T19:10:08.000+0000,(204)688-9186,(905)321-3488,kurt.montgomery@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0uZtYAI,False,,23813226,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:43:04.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T18:43:04.000+0000,005OH000007fgYjYAI,2025-11-17T18:43:04.000+0000,005OH000007fgYjYAI,2025-11-17T18:43:04.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0vsfYAA,False,,23817227,0035o000004HDliAAG,0010A000002w7kMQAQ,,,,,,Life,012G00000012AYVIA2,Closed - Responded,,Phone,,Proposition Simplement Protege 60920002-2,Medium,"****DDS****11/17/25 

User encountered error code CYAN when completing a SP application: 60920002-2
Assisted user to update preferences in NBWA, user was now able to proceed with the application 
============================================================================
 
****Email Chain****

Bonjour Maxime,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la proposition 60920002-2.
Je suis ravie d’avoir pu vous aider à résoudre le problème d’erreur Cyan de cette proposition. S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.
Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T19:39:13.000+0000,False,False,005OH0000097FtCYAU,2025-11-17T19:39:13.000+0000,005OH0000097FtCYAU,2025-11-17T19:39:13.000+0000,005OH0000097FtCYAU,2025-11-17T19:39:13.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0vyzYAA,False,,23813334,003OH00000JynSlYAJ,001OH00000OQ6K8YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:44:45.000+0000,False,False,0055o000001h4cFAAQ,2025-11-17T18:44:45.000+0000,0055o000001h4cFAAQ,2025-11-17T18:44:46.000+0000,0055o000001h4cFAAQ,2025-11-17T18:44:46.000+0000,(204)362-7288,,andy@mikelynesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0wDVYAY,False,,23813347,003G0000018f7nyIAA,0010A000002wPuQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM data download,Medium,"*** DDS Nov 17th, 2025 ***
User called to confirm CRM data was downloaded. I confirmed it and told them emails remind them to download it can be ignored.
=================
Bonjour Linda,

Merci de nous avoir en début d’après-midi pour s’assurer que les données GRC avaient bien été téléchargées depuis le compte Espace Affaires de Michel.

Durant notre appel j’ai confirmé que les données avaient bien été téléchargées le 23 octobre 2025 et que vous pouvez ignorer les courriels de rappel.

C’était un plaisir de vous aider aujourd’hui à propos des données GRC. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-11-17T19:03:05.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-17T18:44:58.000+0000,005OH00000AbJ7aYAF,2025-11-17T19:03:05.000+0000,005OH00000AbJ7aYAF,2025-11-17T19:03:05.000+0000,(418)563-3777,(418) 569-5026,michelturcotte@turcottetrustco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0wyKYAQ,False,,23814379,003G0000018f76DIAQ,0010A000002wP9XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:59:56.000+0000,False,False,005OH00000245ROYAY,2025-11-17T18:59:56.000+0000,005OH00000245ROYAY,2025-11-17T18:59:56.000+0000,005OH00000245ROYAY,2025-11-17T18:59:56.000+0000,(519)245-9900,(226) 927-5183,davemclean@platerfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0xCrYAI,False,,23814037,0030A000008AQ8JQAW,0010A00000937OBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:54:53.000+0000,False,False,0055o000001NWfMAAW,2025-11-17T18:54:53.000+0000,0055o000001NWfMAAW,2025-11-17T18:54:54.000+0000,0055o000001NWfMAAW,2025-11-17T18:54:54.000+0000,(416)508-2138,,cushingly@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0xJIYAY,False,,23814714,0030A0000029lKDQAY,0010A000002w8V7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:04:13.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T19:04:13.000+0000,005OH000003ds0PYAQ,2025-11-17T19:04:14.000+0000,005OH000003ds0PYAQ,2025-11-17T19:04:14.000+0000,(613)561-0082,,stevehagerman4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0xRMYAY,False,,23815111,0030A0000029poSQAQ,0010A000002wCB1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Authenticator issue,Medium,"*11/17*
----------------
louis sousa
unable to log into the site, verification code, 
walked user through the log in process, they were able to get to the point where it asked for verification code 
advised it was already set up so to check for the app, they found google authenticator and were able to log in using that. 


50065

*email*
----------------

Good afternoon Louis, 

Thank you for contacting the Workspace Support Team with your login and authenticator inquiry.

You wanted to log into Workspace and were able to get to the point to where it was asking for a verification code. During our discussion we determined you already had the authenticator set up, so we had you check your device, you found google authenticator which was presenting a code and were able to log in using that. If you have questions or concerns, please reply to this email or call us back.

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T19:27:44.000+0000,False,False,005OH000008919xYAA,2025-11-17T19:09:38.000+0000,005OH000008919xYAA,2025-11-17T19:27:44.000+0000,005OH000008919xYAA,2025-11-17T19:27:44.000+0000,(613)225-2020,(613) 290-1136,louis@myretirementcanada.com,(613)225-3424,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0yNPYAY,False,,23814383,0030A0000029X3hQAE,0010A000002vwj0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Disconnect and reconnect authenticator 
========================
Hello Kamla, 

Thank you for contacting Workspace Support. It was our pleasure in assisting you in gaining access to your Workspace account via Google Authenticator. 

Here are some tips to keep in mind when logging in: 

1)	Enter your email address and password on workspace.canadalife.com 
2)	On your mobile device, locate the Google Authenticator Application and enter the code you see in Workspace. 

Your voice matters. Let us know what you thought about the quality of service provided by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte oues dommages causés par la présence d’un virus.",True,2025-11-17T20:32:56.000+0000,False,False,005OH00000BFQFGYA5,2025-11-17T19:00:01.000+0000,005OH00000BFQFGYA5,2025-11-17T20:32:56.000+0000,005OH00000BFQFGYA5,2025-11-17T20:32:56.000+0000,(905)886-0652,,kamla_thapar@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g0zg4YAA,False,,23814978,0030A000002vSjcQAE,0010A000003gyE9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:07:38.000+0000,False,False,005OH00000245ROYAY,2025-11-17T19:07:38.000+0000,005OH00000245ROYAY,2025-11-17T19:07:39.000+0000,005OH00000245ROYAY,2025-11-17T19:07:39.000+0000,(548)690-9066,(519) 878-1832,carson.kastelein@alpinewealth.ca,(548)866-0223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g10h0YAA,False,,23817402,003G0000018f7pCIAQ,0010A000002wPveQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't sign into Workspace,Medium,"Name: HEATHER PLETT
Advisor or support staff: Advisor support
Advisor Code: E7600. F5976 D7607
Advisor Name: HAL DOUGLAS GILLRIE	
Phone: 
Email: hmplett@telus.net		
1. Siebel verification: verified advisors info.
2. Last Login to Workspace: MIDDLE OF OCT, SF SHOWS OCT 18 2025 

Issue:Can't get into Workspace- dual logins
thinks the password manager didn't save it previously.
ERR-W1283 on both associations

FINDINGS: 
KB0017399 

VERIFIED ADVISORS INFO. UNLOCKED EACH ACCT ONE BY ONE AND SENT PASSWORD RE-SET AS PER KB.
had her sign in/out to test.

ADVISOR SOLUTIONS LOCKED
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001foEFQAY%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A00000AtMt6QAF%26cntc%3D0030A00000AtMt6QAF%26id%3D0050A000001foEFQAY

MGA LOCKED
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000001K845YAC%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000007j6t3AAA%26cntc%3D0035o000007j6t3AAA%26id%3D005OH000001K845YAC

sent follow up
--------------------------------------***DDS  11/17/2025***--------------------------
Hello Heather,

Thank you for contacting Workspace Support today. It was a pleasure helping you access both your MGA and Advisor Solutions Workspace.

As discussed, you were receiving ERR-W1283 on both MGA and Advisor associations when trying to sign in.

We completed verification, I then unlocked both accounts, sent you the re-set password links for both and you were able to sign into both.

We tested each by having you sign out/in again with success. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-17T20:06:24.000+0000,False,False,005OH00000AUS7aYAH,2025-11-17T19:41:45.000+0000,005OH00000AUS7aYAH,2025-11-17T20:06:24.000+0000,005OH00000AUS7aYAH,2025-11-17T20:06:24.000+0000,(403)352-3144,(403) 352-3144,halgillrie@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g13F1YAI,False,,23814263,003G0000018f6j7IAA,0010A000002wOjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Term conversion - INC1859468,Medium,"*** DDS 17NOV2025 ***
confirmed re-sent, advised user
**DDs**11/17/2025
user called he submitted a term conversion for policy k212052t, client did not receive the docu sign request and he cheque with term coversion team they do not have the application.
TIME SENSITIVE MATTER-RUS PLEASE

DETAILS====
Signing Client Name: Marilyn Games
Signing Client Email address:marilyngames11@gmail.com
Signing Client Phone number:416 356-6746
Date the signature was requested :Nov 12 2025
Application number (if available):K212052T

 Document the below clearly in your incident (advisor only):user request a term conversion application but client did not received the douc signed signature request. User verified with term application and they have not received the application .
Advisor Name: ASHOK CHITRALA
Advisor Email Address:	ash@chitralafinancial.com
Advisor Phone Number:416 576-8491 
F0567
--------------------------------EMAIL CHAIN: 
Hello Ash,

Thank you for your patience as the Workspace Support team investigated this issue for you. I have received confirmation that the Docusign envelope for this term conversion was re-sent today at 2:38pm EST. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Ash Chitrala <ash@chitralafinancial.com> 
Sent: November 17, 2025 2:30 PM
To: Arakaza, Donald <Donald.Arakaza@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>; Kale, Vinitha <Vinitha.Kale@canadalife.com>; Chitrala, Ash <ash@chitralafinancial.com>
Subject: [EXT] RE: Policy # K212052T Marilyn Games workspace online conversion - C23814263/INC1859468

Hi Donald, Thank you, for your email, I called workspace support and spoke with them, they are going to escalate this issue to second level. I am bit disappointed that the online conversion is not reliable. Hope fully workspace support will
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Hi Donald, 

Thank you, for your email, I called workspace support and spoke with them, they are going to escalate this issue to second level.  
I am bit disappointed that the online conversion is not reliable.  Hope fully workspace support will find the conversion application and process it without any delays.  

Thanks again.
Ash



Ash Chitrala B.Sc., 
Canada Life 
Insurance Advisor
Cell :   416-576-8491
Client Services: 1-888-252-1847

Please make a note of my new email address
ash@chitralafinancial.com
 
Cell # 416-576-8491
www.ashchitrala.com
""My goal is to deliver a positive client experience""

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Arakaza, Donald <Donald.Arakaza@canadalife.com> 
Sent: Monday, November 17, 2025 12:43 PM
To: Ash Chitrala <ash@chitralafinancial.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>; Kale, Vinitha <Vinitha.Kale@canadalife.com>
Subject: RE: Policy # K212052T Marilyn Games workspace online conversion 

Hello Ash, 

Unfortunately, we have no conversion submissions in our workflow for policy K212052T. 
I would suggest reaching out to @Workspace Support for assistance, as we do not have access to the file until it is in our workflow. 

Thank you, 

Donald Arakaza
Senior In-Force Policy Analyst | Insurance Operations | In-Force Policy 
Analyste principal – Polices en vigueur | Opérations assurance | Polices en vigueur 
Donald.Arakaza@canadalife.com  |  Phone/Tél: 226-316-1570 | Toll Free/Sans frais: 1-844-363-5956 | Mail Terminal/Courrier interne: T-191

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Maiato, Eddie <Eddie.Maiato@canadalife.com> 
Sent: November 13, 2025 9:22 AM
To: Term_Conversion_Inquiries <Term_Conversion_Inquiries@canadalife.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: FW: Policy # K212052T Marilyn Games workspace online conversion 

Good morning team,

Please review the email below. The advisor has submitted a digital conversion application.

Could you confirm if it has been received? Also, kindly ensure the non-face-to-face form and the illustration are included in the client file.



Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com

Sept. 22 - Dec. 31, 2025: 3 months of CI premium waived in combo app
A new way to protect more and save more: critical illness insurance premium offer

Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions: Save time by Live Chat on Workspace with this link Support or call 1-888-252-1847


 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: Ash Chitrala 
Sent: November 13, 2025 6:47 AM
To: Kale, Vinitha 
Cc: Maiato, Eddie ; Chow, Yvonne ; Chitrala, Ash 
Subject: [EXT] RE: Policy # K212052T Marilyn Games workspace online conversion 

Good morning, Vinitha, How are you doing this morning, I have submitted a workspace online conversion for $60K, not sure what happened, I have not received any confirmation email nor client received any confirmation email. I have uploaded illustration

Good morning, Vinitha, 

How are you doing this morning, I have submitted a workspace online conversion for $60K, not sure what happened, I have not received any confirmation email nor client received any confirmation email. I have uploaded illustration but forgot to upload Non-Face-to-Face. Please kindly see attached Non-Face-to-Face form signed by client, forward to right person in conversion team. 

I have no idea what is the procedure on this online conversion. I just submitted. 

Please, I need your help. 

Thank you.
Ash


Ash Chitrala B.Sc., 
Canada Life 
Insurance Advisor
Cell : 416-576-8491
Client Services: 1-888-252-1847

Please make a note of my new email address
ash@chitralafinancial.com

Cell # 416-576-8491
www.ashchitrala.com
""My goal is to deliver a positive client experience""

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-11-17T20:24:57.000+0000,False,False,005OH000006wv2TYAQ,2025-11-17T18:58:15.000+0000,005OH00000AZ3ZxYAL,2025-11-17T20:24:57.000+0000,005OH000006wv2TYAQ,2025-11-17T20:24:57.000+0000,(416)576-8491,(416) 576-8491,ash@chitralafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g13F2YAI,False,,23814877,0030A0000029oXGQAY,0010A000002wBAHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:06:08.000+0000,False,False,005OH000004oiYEYAY,2025-11-17T19:06:08.000+0000,005OH000004oiYEYAY,2025-11-17T19:06:08.000+0000,005OH000004oiYEYAY,2025-11-17T19:06:08.000+0000,(519)673-1686X1,x1,kbaines@alliedfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g13JrYAI,False,,23815817,0030A0000029pNvQAI,0010A000002wBqrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:19:31.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T19:19:31.000+0000,005OH000003ds0PYAQ,2025-11-17T19:19:32.000+0000,005OH000003ds0PYAQ,2025-11-17T19:19:32.000+0000,(613)384-7511X216,,treid@pro-invest.ca,(613)384-8919,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g14seYAA,False,,23815423,0030A0000029kMXQAY,0010A000002w7iKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:14:02.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T19:14:02.000+0000,005OH000003ds0PYAQ,2025-11-17T19:14:02.000+0000,005OH000003ds0PYAQ,2025-11-17T19:14:02.000+0000,(905)415-2214,416-879-7647,david@financialinsuranceconsultants.com,(905)764-8790,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g15juYAA,False,,23815996,0030A0000029ZmwQAE,0010A000002vz1FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA set up,Medium,"Good day Ivan,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we reset your password, disconnected your authenticator from your old device, reconnected it in your new device then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support 
Sent: November 14, 2025 12:49 PM
To: 'ivan@imcfinancial.ca' <ivan@imcfinancial.ca>
Cc: 'Sharmaine B' <sharmaine@imcfinancial.ca>
Subject: RE: Workspace login - Case 23780407

Hi Ivan,

It’s been brought to our attention that you need assistance with your access to Workspace.

I would like to set up a phone call with you to help you. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code

	We will reach you at the phone number on file 

I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Sharmaine B <sharmaine@imcfinancial.ca> 
Sent: November 14, 2025 9:46 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace login

Hi, Can you please reset this page? The authenticator no longer shows Canada Life. Ivan cannot access his account, and he needs to add the QR code again in the authenticator app to regain access. Sincerely, Sharmaine B Administratrice | Administrator
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Hi,

Can you please reset this page? The authenticator no longer shows Canada Life. Ivan cannot access his account, and he needs to add the QR code again in the authenticator app to regain access.

 

Sincerely,

Sharmaine B
Administratrice | Administrator
Services Financiers Ivan M Cons Inc. | Ivan M Cons Financial Services Inc.
Cabinet de Services Financiers | Financial Services Firm
Depuis 1990 | Since 1990
590-100 Alexis-Nihon, Ville St.-Laurent, Quebec H4M 2P1
sharmaine@imcfinancial.ca | www.imcfinancial.ca 
Tel: 514-336-6211 x 4  |  Fax: 514-336-6117

Ce message peut contenir de l’information privilégiée ou confidentielle. Si ce message ne vous est pas adressé ou si vous l’avez reçu par erreur, veuillez aviser l’émetteur immédiatement et effacer l’original, sans en tirer de copie ni en dévoiler le contenu. / This message may contain privileged or confidential information. If you are not the intended recipient of this message, or if you have received it by mistake, please notify the sender immediately and delete the original without making a copy or disclosing its content. 

AVIS: Les virus informatiques peuvent être transmis par courrier électronique. Le destinataire doit vérifier cet e-mail et les pièces jointes pour la présence de virus. ServicesFinanciers Ivan M. Cons décline toute responsabilité pour tout dommage causé par un virus transmis par cet e-mail. La transmission par courrier électronique ne peut pasêtre garantie comme étant sécurisée ou exempte d'erreurs, car les informations peuvent être interceptées, corrompues, perdues, détruites, peut arriver en retard ouincomplètes ou contenir des virus. Services Financiers Ivan M. Cons, par conséquent, n'accepte aucune responsabilité pour toute erreur ou omission dans le contenude ce message qui résulte de la transmission par courrier électronique. Ce message peut contenir de l’information privilégiée ou confidentielle. Si ce message ne vous est pasadressé ou si vous l’avez reçu par erreur, veuillez aviser l’émetteur immédiatement et effacer l’original, sans en tirer de copie ni en dévoiler le contenu. 

NOTICE: Computer viruses can be transmitted via email. The recipient should check this email and any attachments for the presence of viruses. Ivan M. Cons FinancialServices accepts no liability for any damage caused by any virus transmitted by this email. Email transmission cannot be guaranteed to be secure or error-free, as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. Ivan M. Cons Financial Services, therefore, does notaccept liability for any errors or omissions in the contents of this message which arise as a result of email transmission. This message may contain privileged or confidential information. If you are not the intended recipient of this message, or if you have received it by mistake, please notify the sender immediately and delete the original without making a copy or disclosing its content.",True,2025-11-17T19:22:04.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T19:22:04.000+0000,005OH00000AbCcLYAV,2025-11-17T19:22:04.000+0000,005OH00000AbCcLYAV,2025-11-17T19:22:04.000+0000,(514)336-6211,,info@imcfinancial.ca,(514)336-6117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g15zxYAA,False,,23814291,0035o000006SJYFAA4,0015o000006yNDBAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T18:58:36.000+0000,False,False,005OH000004oiYEYAY,2025-11-17T18:58:36.000+0000,005OH000004oiYEYAY,2025-11-17T18:58:37.000+0000,005OH000004oiYEYAY,2025-11-17T18:58:37.000+0000,(519)902-1196,,cburton@mcfr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1748YAA,False,,23815238,0030A0000029etuQAA,0010A000002w38OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:11:14.000+0000,False,False,005OH000004oiYEYAY,2025-11-17T19:11:14.000+0000,005OH000004oiYEYAY,2025-11-17T19:11:14.000+0000,005OH000004oiYEYAY,2025-11-17T19:11:14.000+0000,(519)660-8668,,lindabernstein@rogers.com,(519)672-8255,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g178zYAA,False,,23817330,003OH00000PMPe9YAH,001OH00000UqfNoYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Canada Life Portal Access,Medium,"***DDS Nov 17 2025***

Caller was needing to speak with a Service Leader regarding their access to the Workspace portals as they did not have their advisor code handy 
Helped them locate it and started process for User ID creation 

===Email Chain===

Good afternoon Tony, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today regarding your registration for the Canada Life Advisor Workspace portal.  

We are very glad to have been able to support you with locating your Canada Life advisor code and starting the process for your Workspace access. 
We will follow up with you on Wednesday to provide you the last few steps to finish your registration for Workspace and access to your client’s information and other advisor tools.

As mentioned, please see the emails below for illustrations and quotes while we await your profile to be completed. 

Universal life insurance policies - NONPARQUOTES@canadalife.com 
Term Insurance policies - CANINDSERV@canadalife.com
Canada Life Living Benefits (Critical Illness & Disability products) - living_benefits@canadalife.com

If you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Bouls, Tony <Tony.Bouls@ig.ca> 
Sent: November 17, 2025 2:50 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] RE: [EXT] Register for access to Canada Life Workspace 

FYI Tony Bouls, MSc Senior Consultant 300-200 Yorkland Blvd, Toronto, ON M2J 5C1 Tel 416. 491. 7400 | Cell 289. 400. 4036 | Toll Free 1. 888. 491. 7415 tony. bouls@ ig. ca |www. ig. ca | www. igprivatecompanyadvisory. com Investors Group Financial Services
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
FYI

 


Tony Bouls, MSc
Senior Consultant 
 
300-200 Yorkland Blvd, Toronto, ON M2J 5C1
Tel 416.491.7400 | Cell 289.400.4036 | Toll Free 1.888.491.7415
tony.bouls@ig.ca |www.ig.ca | www.igprivatecompanyadvisory.com

Investors Group Financial Services Inc.
Member of the Power Financial Corporation Group of Companies
 
“Please note trade instructions received by email, fax, or text may not be processed until I've had the opportunity to review your file and discuss the transaction request. Consequently no pricing is guaranteed by leaving the message.”
 
YOUR PRIVACY IS IMPORTANT TO US.
To update your contact list preferences or to unsubscribe from any future mailings please, reply to this email with ""unsubscribe"" in your subject line. I will respect all unsubscribe requests. Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.
©Investors Group Inc. 2020

From: Jiang, Jessie <Yijie.Jiang@canadalife.com> 
Sent: Monday, November 17, 2025 12:23 PM
To: Bouls, Tony <Tony.Bouls@ig.ca>
Subject: [EXT] RE: [EXT] Register for access to Canada Life Workspace 

	You don't often get email from yijie.jiang@canadalife.com. Learn why this is important 

Hi Tony,

For Workspace inquiries, please email the Workspace support team or contact 1-888-999-4516.

Thank you kindly,

Jessie Jiang 
Contracts Specialist, Contracts and Licensing (National Account)
Contracts and Compensation
Tel : 416-552-5539 | Email : Yijie.Jiang@canadalife.com

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Bouls, Tony <Tony.Bouls@ig.ca> 
Sent: November 17, 2025 12:11 PM
To: Jiang, Jessie <Yijie.Jiang@canadalife.com>; Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: RE: [EXT] Register for access to Canada Life Workspace 

Hi Jessie & Eddie, Hope you are doing well .I can’t access my portal .I have 2policies to do asap. Can you please help. Thank you , Tony Tony Bouls, MSc Senior Consultant 300-200 Yorkland Blvd, Toronto, ON M2J 5C1 Tel 416. 491. 7400

Hi Jessie & Eddie, 

Hope you are doing well .I can’t access my portal .I have 2policies to do asap. Can you please help.

Thank you ,
Tony

 


Tony Bouls, MSc
Senior Consultant 
 
300-200 Yorkland Blvd, Toronto, ON M2J 5C1
Tel 416.491.7400 | Cell 289.400.4036 | Toll Free 1.888.491.7415
tony.bouls@ig.ca |www.ig.ca | www.igprivatecompanyadvisory.com

Investors Group Financial Services Inc.
Member of the Power Financial Corporation Group of Companies
 
“Please note trade instructions received by email, fax, or text may not be processed until I've had the opportunity to review your file and discuss the transaction request. Consequently no pricing is guaranteed by leaving the message.”
 
YOUR PRIVACY IS IMPORTANT TO US.
To update your contact list preferences or to unsubscribe from any future mailings please, reply to this email with ""unsubscribe"" in your subject line. I will respect all unsubscribe requests. Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.
©Investors Group Inc. 2020

From: Jiang, Jessie <Yijie.Jiang@canadalife.com> 
Sent: Tuesday, April 22, 2025 3:40 PM
To: Bouls, Tony <Tony.Bouls@ig.ca>
Subject: [EXT] Register for access to Canada Life Workspace 

	You don't often get email from yijie.jiang@canadalife.com. Learn why this is important 

 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	Please wait 2 business days after receiving your User ID to register for Workspace.

Your registration information
Name:	TONY BOULS
Producer code:	To be sent in a separate email
Activation code:	1-1EZ7O1P
Register for a User ID (formerly RepNet ID)
•	Click here to get started and follow the provided instructions.
Register for Workspace
•	Click here to register
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace. 
Do you have a support team who need access to your book of business?
•	To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form.
•	Once authorized, they will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your producer code.
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.

Please complete this questionnaire:
•	To help us better tailor our support and get to know you better, please complete this 1 minute survey. 

Thank you,

Jessie Jiang 
Contracts Specialist, Contracts and Licensing (National Account)
Contracts and Compensation
Tel : 416-552-5539 | Email : Yijie.Jiang@canadalife.com

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-17T20:11:18.000+0000,False,False,005OH000001yNnaYAE,2025-11-17T19:40:39.000+0000,005OH000001yNnaYAE,2025-11-19T21:19:30.000+0000,005OH00000BGf2TYAT,2025-11-19T21:19:30.000+0000,(416)491-7400,,tony.bouls@ig.ca,(416)491-7416,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g17X8YAI,False,,23815016,0030A0000029V2yQAE,0010A000002vv5OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:08:17.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T19:08:17.000+0000,005OH000003ds0PYAQ,2025-11-17T19:08:18.000+0000,005OH000003ds0PYAQ,2025-11-17T19:08:18.000+0000,(905)631-6599,(905) 330-3595,sreynolds@guidancefinancial.biz,(905)631-6598,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g18THYAY,False,,23817866,0030A0000029hw9QAA,0010A000002w5j2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Set up,Medium,"MFA set up successfully

====================

Hi Dwayne,

Thank you for contacting the workspace support about setting up your multi-factor authenticator app/MFA.

We have successfully set up your MFA and given you access to your workspace. My apologies of taking your time in doing the authentication process Since resetting multi-factor authentication provides access to all Workspace information, we must verify authorization before proceeding. To ensure the request is legitimate, we need confirmation from the account holder.

Thank you for spending your time with us and for your understanding. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-17T20:12:35.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T19:48:16.000+0000,005OH00000BFPZHYA5,2025-11-17T20:20:12.000+0000,005OH00000BFPZHYA5,2025-11-17T20:20:12.000+0000,(306)384-3321,,dwayne@sageviewstrategies.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1BUJYA2,False,,23816277,0030A0000029cF7QAI,0010A000002w12qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:26:21.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T19:26:21.000+0000,005OH000003ds0PYAQ,2025-11-17T19:26:22.000+0000,005OH000003ds0PYAQ,2025-11-17T19:26:22.000+0000,(613)889-3665,,adamsassociates.bill@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1C5NYAU,False,,23814982,0030A0000029V2yQAE,0010A000002vv5OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:07:44.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T19:07:44.000+0000,005OH000003ds0PYAQ,2025-11-17T19:07:44.000+0000,005OH000003ds0PYAQ,2025-11-17T19:07:44.000+0000,(905)631-6599,(905) 330-3595,sreynolds@guidancefinancial.biz,(905)631-6598,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1Cv1YAE,False,,23815326,003OH00000WTcdsYAD,001OH00000dpsRaYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:12:32.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T19:12:32.000+0000,005G0000002gxxjIAA,2025-11-17T19:12:32.000+0000,005G0000002gxxjIAA,2025-11-17T19:12:32.000+0000,(819)943-1275,,service@croissancecapital.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1DmEYAU,False,,23815975,0030A00000AtChiQAF,0010A00000BTYcNQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:21:44.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T19:21:44.000+0000,005OH000007fgYjYAI,2025-11-17T19:21:45.000+0000,005OH000007fgYjYAI,2025-11-17T19:21:45.000+0000,(819)303-5333,(819) 701-3693,josee.bilodeau@sf3e3.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1EqLYAU,False,,23815279,0030A0000029UvYQAU,0010A000002vuySQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:11:44.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T19:11:44.000+0000,005OH000003ds0PYAQ,2025-11-17T19:11:44.000+0000,005OH000003ds0PYAQ,2025-11-17T19:11:44.000+0000,(613)483-6825,,patricia.cockerham@eofs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1F1gYAE,False,,23816642,0030A0000029j4lQAA,0010A000002w6dsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User reporting access issue to Quadrus WS account,Medium,"Hi Larry,

It has come to our attention (via Tiffany), that you require assistance accessing your Workspace Quadrus account

Upon review, we were able to locate your accounts for both MGA and Advisor Solutions on Workspace. However, we could not locate a Quadrus account. Your assistant provided the advisor code A5669 for Quadrus access, but this code is associated with a different advisor.

Please note that Quadrus advisor codes begin with the letter “Q.” 
To obtain your correct advisor code, kindly reach out to: distribution_methodology@canadalife.com

For client-related details or plan inquiries, please contact the Quadrus/Mutual Funds Customer Service team at: 1-888-532-3322 

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T20:03:01.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T19:31:21.000+0000,005OH00000AbCcLYAV,2025-11-17T20:18:26.000+0000,005OH00000AbCcLYAV,2025-11-17T20:18:26.000+0000,(519)746-5111 ext. 1002,,lhoekstra@stewartfisher.ca,(519)746-4377,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1H3RYAU,False,,23815525,003OH00000VwXBUYA3,001OH00000d1oSlYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:15:22.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T19:15:22.000+0000,005G0000002gxxjIAA,2025-11-17T19:15:23.000+0000,005G0000002gxxjIAA,2025-11-17T19:15:23.000+0000,(438)874-6579,,mpaquin@groupestrategia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1INkYAM,False,,23816215,0030A0000029WpbQAE,0010A000002vwVDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:25:29.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T19:25:29.000+0000,005G0000002gxxjIAA,2025-11-17T19:25:29.000+0000,005G0000002gxxjIAA,2025-11-17T19:25:29.000+0000,(514)474-7194X110,(514) 947-7961,alfonso.coscia@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1IijYAE,False,,23817337,0030A00000ABq5KQAT,0010A00000AkrEOQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:40:43.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T19:40:43.000+0000,005OH000007fgYjYAI,2025-11-17T19:40:43.000+0000,005OH000007fgYjYAI,2025-11-17T19:40:43.000+0000,(819)712-1062,,eric@investesp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1KSkYAM,False,,23816151,003OH00000XTR0HYAX,001OH00000feEjDYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:24:34.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T19:24:34.000+0000,005OH000007fgYjYAI,2025-11-17T19:24:35.000+0000,005OH000007fgYjYAI,2025-11-17T19:24:35.000+0000,(514)777-7400,,maria.arceo.pellas@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1KkTYAU,False,,23815863,003OH00000OMyizYAD,001OH00000TccWjYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:20:11.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T19:20:11.000+0000,005G0000002gxxjIAA,2025-11-17T19:20:11.000+0000,005G0000002gxxjIAA,2025-11-17T19:20:11.000+0000,(819)566-0666,,jonathan.jean@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1MsoYAE,False,,23820798,0030A000006fgcAQAQ,001G000001kmjdFIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:34:08.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T20:31:18.000+0000,005OH00000AbCcLYAV,2025-11-17T20:34:08.000+0000,005OH00000AbCcLYAV,2025-11-17T20:34:08.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1NAUYA2,False,,23816412,003OH00000Uhye7YAB,001OH00000bSFwfYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:28:15.000+0000,False,False,0055o000001h4cFAAQ,2025-11-17T19:28:15.000+0000,0055o000001h4cFAAQ,2025-11-17T19:28:16.000+0000,0055o000001h4cFAAQ,2025-11-17T19:28:16.000+0000,(431)541-5646,,kristen@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1Nk2YAE,False,,23817252,003G0000018f6VFIAY,0010A000002wORwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Helped Advisor download Product Illustrator for desktop 
===========================",True,2025-11-17T20:38:03.000+0000,False,False,005OH00000BFQFGYA5,2025-11-17T19:39:34.000+0000,005OH00000BFQFGYA5,2025-11-17T20:38:03.000+0000,005OH00000BFQFGYA5,2025-12-13T02:02:37.000+0000,(450)743-0257,(450) 743-0257,jacques.legault@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1P4KYAU,False,,23820530,0035o000005gYhAAAU,0015o000006FNHsAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:26:55.000+0000,False,False,0055o000002KxmIAAS,2025-11-17T20:26:55.000+0000,0055o000002KxmIAAS,2025-11-17T20:26:55.000+0000,0055o000002KxmIAAS,2025-11-17T20:26:55.000+0000,(905)875-7290,,michael.penner@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1QrVYAU,False,,23816411,003OH00000PMPe9YAH,001OH00000UqfNoYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"New advisor unable to pass authentication and does not know advisor code, called assist as advisor says they have been back and forth for this information, assist advised have the advisor contact regional coordinator or head office. Advisor has time sensitive sales and requested to speak with manager.",True,2025-11-17T19:48:56.000+0000,False,False,005OH00000BFQFCYA5,2025-11-17T19:28:15.000+0000,005OH00000BFQFCYA5,2025-11-17T19:48:57.000+0000,005OH00000BFQFCYA5,2025-11-17T19:48:57.000+0000,(416)491-7400,,tony.bouls@ig.ca,(416)491-7416,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1T1OYAU,False,,23817046,0030A0000029gviQAA,0010A000002w4saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP - REDWOOD - INC1859538,Medium,"*** DDS 19NOV2025 ***
no response, f/u email sent, closing

*** DDS 18NOV2025 ***
fix applied, asked user to re-try and confirm

The user is getting the 'Oops REDWOOD' error for a Term policy (not large case). They have successfully submitted several applications earlier today. Screenshot attached. Can you please investigate?

Full Name:JAMIE R ASMUSSEN
User ID: JAMIEJAMIE@clext
Advisor commission code: D1683
Email:jamie@asmussenfinancial.com
Phone:519-860-8080
Application number: 60919023-0
Screenshot - attached
error code/colour: Redwood (not large case)
Application is for: Term (not large case)

Thank you!
-------------------------------------EMAIL CHAIN:
Hello Jamie,

I am following up with you regarding the email below. Please let me know if you continue to experience an issue with submitting application 60919023-0 or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Jamie,

I have heard back from our Digital Hub team, and they have applied a fix to the application. Can you please try again and confirm if you are able to move forward with the app?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
-----------------------------------------------------------------
Hello Jamie,

Thank you for contacting Workspace Support regarding the Simple Protect Redwood error for application 60919023-0. I have escalated the issue to our Digital Hub team for investigation, and I will follow up with you as soon as I hear back with a response.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T19:19:43.000+0000,False,False,005OH000006wv2TYAQ,2025-11-17T19:36:43.000+0000,005OH00000BGf2TYAT,2025-11-19T19:19:44.000+0000,005OH000006wv2TYAQ,2025-11-19T19:19:44.000+0000,(519)851-4645,5198608080,jamie@asmussenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1UOrYAM,False,,23816750,003G0000018f6z0IAA,0010A000002wP1eQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-pallm accoun,Medium,"**DDS
Hello Carmen,

Thank you for reaching out to Workspace Support. It was a pleasure talking with you today.

Unfortunately workspace does not support the pallm gibraltor policy yet, we are not able to assist in providing you the client information.

Please reach the advisor contact centre on 1 888 252-1847 for assist regarding these old london life insurance.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
.",True,2025-11-17T20:07:06.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-17T19:32:55.000+0000,005OH00000AZ3ZxYAL,2025-11-17T20:07:06.000+0000,005OH00000AZ3ZxYAL,2025-11-17T20:07:06.000+0000,(905)824-5660,(647) 222-4067,carm@briguglioinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1UX1YAM,False,,23818026,0030A0000029ZWpQAM,0010A000002vymaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:50:29.000+0000,False,False,005OH000006owoYYAQ,2025-11-17T19:50:29.000+0000,005OH000006owoYYAQ,2025-11-17T19:50:29.000+0000,005OH000006owoYYAQ,2025-11-17T19:50:29.000+0000,(306)985-0545,3065226898,joel.gartner@portstrat.ca,(639)299-4718,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1Ua9YAE,False,,23816762,003G0000018f7B0IAI,0010A000002wPEzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration question,Medium,"*** DDS Nov 17th, 2025 ***
Transferred to Service Desk for Product Illustrations question
=================
Bonjour Eric,

C’était un plaisir de vous aider aujourd’hui pour votre question au sujet de « Product Illustration ».

Pour ce genre de question, c’est bien Service Desk, joignable au 1-800-459-5141 qui pourra vous aider.

Lorsque vous les appelez, veuillez choisir l’option pour les conseillers pour le soutien technique et l’option qui n’est pas celle pour « Workspace » car votre appel reviendrait vers nous.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-11-17T19:45:48.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-17T19:33:02.000+0000,005OH00000AbJ7aYAF,2025-11-17T19:45:49.000+0000,005OH00000AbJ7aYAF,2025-11-17T19:45:49.000+0000,(819)246-8377,(819) 360-2682,eric.parent@sommetgf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1VJJYA2,False,,23816834,003G0000018f7eDIAQ,0010A000002wPkiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- (ERR-W1283),Medium,"User is receiving error message when trying to log into MGA Workspace account. Referred to KBA ERR-W1283. 

Email: michael@mthfinancial.com 
Code: 018750

********************************************
Good afternoon, Michael 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding signing into Workspace account!
 
I'm glad I was able to assist you with signing into your Workspace account. In the future if you do receive the Error message “ERR-W1283” please select on “Forget password” and you can reset your password to sign into Workspace. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T19:48:39.000+0000,False,False,005OH00000BG5v4YAD,2025-11-17T19:33:58.000+0000,005OH00000BG5v4YAD,2025-11-17T19:48:39.000+0000,005OH00000BG5v4YAD,2025-11-17T19:48:39.000+0000,(905) 829-3300,,michael@mthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1VpfYAE,False,,23818087,003OH00000OhLUvYAN,001OH00000U2BeKYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:51:20.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T19:51:20.000+0000,005G0000002gxxjIAA,2025-11-17T19:51:21.000+0000,005G0000002gxxjIAA,2025-11-17T19:51:21.000+0000,(418)717-0606,,daniel.lariviere@dsf.ca,(514)985-7573,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1WP7YAM,False,,23819337,0030A0000029jw6QAA,0010A000002w7M4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:09:18.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T20:09:18.000+0000,005OH000007fgYjYAI,2025-11-17T20:09:18.000+0000,005OH000007fgYjYAI,2025-11-17T20:09:18.000+0000,(514)737-9252X331,(514) 924-6648,dcohen@dcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1WlhYAE,False,,23818223,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Open,,Phone,,WRS - Misdirect,Medium,"**WRS** Nov 17 2025

the user requested a portfolio statement but they do not have access to investment centre through workspace, so they were redirected to the Workspace Team",False,,False,False,005OH000002iN7rYAE,2025-11-17T19:53:27.000+0000,005OH000002iN7rYAE,2025-11-17T20:17:53.000+0000,005OH000002iN7rYAE,2025-11-17T20:17:54.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1XTGYA2,False,,23823197,0030A0000029nt7QAA,0010A000002wAfZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Submitting Documents on workspace,Medium,"****dds***11/17/2025
User called to request how to submit ""surrender forms"" through workspace. As a NA workspace user that option is not available. Advised to use old method or reach out to RSA. 

***email chain****

Hello Lisa,

      Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. Like I mentioned the best option for submission would be to use the old method you used before workspace. If any issues you can reach out to your RSA Janet de Bruijn at janet.debruijn@canadalife.com or 1 4035102313 or to discuss other options of submitting the documents. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T21:08:26.000+0000,False,False,005OH00000BFQFHYA5,2025-11-17T21:08:26.000+0000,005OH00000BFQFHYA5,2025-11-17T21:10:19.000+0000,005OH00000BFQFHYA5,2025-11-17T21:10:19.000+0000,(306)948-2204,,lisa.haynes@biggarinsurance.ca,(306)948-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1YXXYA2,False,,23822150,003OH00000PaHVUYA3,001OH00000V80hFYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workpspace -changing email and advisor code - INC1859819,Medium,"*** DDS 19NOV2025 ***
f/u email sent to see if still having IC SSO issues

*** DDS 18NOV2025 ***
confirmed new codes linked to ADSL account, user possibly having IC SSO issue as well, requested screenshot
*** DDS 17NOV2025 ***
Submitted to DAS to add active agent code to 003OH00000H7Ax5YAF

**DDS**11/17/2025
user request to chnage his advisor code link to his old adsl account F7305 to f8112.
he also request email address update from  andrew@southlakewealth.com to andrew@jfginc.com.
emailed address has been updated after authenticated user.

-------------------------------------------------EMAIL CHAIN:
Hello Andrew,

I am reaching out from Workspace Support as I submitted a ticket to our Digital Hub team yesterday to have your new codes linked to your Advisor Solutions Workspace account and I received confirmation that this was completed at 12:12pm EST today. Can you please clear your browser cookies and cache, sign back into Workspace and let me know if you are still having issues accessing Investment Centre? If you are unable to access the platform, please provide a full-page screenshot and I will escalate the access issue. Let me know if you would like to schedule a call to go through the steps together.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Chan, Herman <Herman.Chan@advicecanada.com> 
Sent: November 18, 2025 12:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>
Cc: Letterio, Andrew <andrew@southlakewealth.com>; Franchino, Marygrace <Marygrace.Franchino@advicecanada.com>
Subject: FW: [EXT] RE: Confirmation: Associate Advisor Addition - ANDREW MILNE LETTERIO - JOHNSON FINANCIAL GROUP INC - INC1859819/C23822150

Hi!

Can someone reading this please assist?

Thanks!


Best regards,


Herman Chan, CFP, CHS
Business Development Director | GTA
herman.chan@advicecanada.com | 416-880-8018

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
Any personal information you provide will be used in accordance with our privacy policy.

From: Bornn, Jenifer <Jenifer.Bornn@canadalife.com> 
Sent: November 18, 2025 8:59 AM
To: Andrew Letterio <andrew@jfginc.com>; Chan, Herman <Herman.Chan@advicecanada.com>
Subject: FW: [EXT] RE: Confirmation: Associate Advisor Addition - ANDREW MILNE LETTERIO - JOHNSON FINANCIAL GROUP INC

Hi Andrew,

Thanks for your email. No, my team does not assist with Workspace.
@Chan, Herman are you able to point Andrew in the right direction?

Thank you

Jenifer Bornn (she/her)
Contracts and Compensation Specialist | Contracts and Compensation 
jenifer.bornn@canadalife.com 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Andrew Letterio <andrew@jfginc.com> 
Sent: November 17, 2025 3:13 PM
To: Bornn, Jenifer <Jenifer.Bornn@canadalife.com>
Subject: [EXT] RE: Confirmation: Associate Advisor Addition - ANDREW MILNE LETTERIO - JOHNSON FINANCIAL GROUP INC

Hi Jenifer, I was able to get workspace to switch my access to my new email but would it be your team that syncs my new F code and IC code to my workspace profile as I cant access IC? Andrew Letterio, CIM® Associate Advisor | Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Jenifer,
 
I was able to get workspace to switch my access to my new email but would it be your team that syncs my new F code and IC code to my workspace profile as I cant access IC?
 
Andrew Letterio, CIM®
Associate Advisor | Investment Representative
Johnson Financial Group Inc.
Quadrus Investment Services Ltd. 
6-235 Industrial Parkway South 
Aurora, ON L4G 3V5
 
Cell: 289-338-5930
 
From: Bornn, Jenifer <Jenifer.Bornn@canadalife.com> 
Sent: November 17, 2025 3:43 PM
To: andrew@jfginc.com
Cc: Franchino, Marygrace <Marygrace.Franchino@advicecanada.com>; Chan, Herman <Herman.Chan@advicecanada.com>; Johnson, Ian <ian@jfginc.com>
Subject: Confirmation: Associate Advisor Addition – ANDREW MILNE LETTERIO – JOHNSON FINANCIAL GROUP INC 
 
Hello Andrew,
 
Your transfer to JOHNSON FINANCIAL GROUP INC is complete. You have received a new producer code (F8112), a new Gold Key code for former GWL-branded insurance business (188080) , and a new investment code for former GWL-branded business (A5903). The rest of your codes remain unchanged. 
 
Your codes are: F8112 | 18742 | 620510 | 188080 | A5903 
 
Should you have any further questions, please reach out to your Business Development Director or Business Development Consultant.
 
 
Thank you
 
Jenifer Bornn (she/her)
Contracts and Compensation Specialist | Contracts and Compensation 
jenifer.bornn@canadalife.com 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
From: Bornn, Jenifer <Jenifer.Bornn@canadalife.com> 
Sent: November 17, 2025 2:39 PM
Subject: Associate Advisor Addition – ANDREW MILNE LETTERIO – JOHNSON FINANCIAL GROUP INC 
 
Please note: ANDREW MILNE LETTERIO has joined JOHNSON FINANCIAL GROUP INC as an associate advisor effective November 17, 2025
Please also note: Andrew’s previous code F7305, has been terminated and a new code has been created.
 
New Codes Highlighted*
Advisor Information	 
Advisor Name	ANDREW MILNE LETTERIO
Advisor Title	Sub Advisor
Old Email	andrew@southlakewealth.com

New Email	 andrew@jfginc.com

Advisor Codes	 F8112 | 18742 | 620510 | 188080 | A5903
Life Licensed	 Yes
Mutual Fund Registered	 Yes
Business Address	 6-235 INDUSTRIAL PKY S
AURORA, ON
L4G 3V5
Advisor Alignment	 
Firm Name	 JOHNSON FINANCIAL GROUP INC | W0004 | DC0315
Principal of Firm	 IAN JOHNSON | W0586 | 97063 | 004880
Firm’s Former Channel	 GK WISE
Office Code | Branch Code | Regional Office	 WJOH | TORRG | LL RO 1290 | GWL RO 7180
RO Change	 Yes, from RO 6220 to 1290
Region/Sales Team	 704-01
Wholesale Region	 GTA
Field Sales Territory	 GREATER TORONTO AREA(FS)
Location	 DURHAM
Effective Date	 November 17, 2025
 
 
Thank you
 
Jenifer Bornn (she/her)
Contracts and Compensation Specialist | Contracts and Compensation 
jenifer.bornn@canadalife.com 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-18T15:09:13.000+0000,False,False,005OH000006wv2TYAQ,2025-11-17T20:50:45.000+0000,005OH00000AZ3ZxYAL,2025-11-19T20:36:15.000+0000,005OH000006wv2TYAQ,2025-11-19T20:36:15.000+0000,(289)338-5930,,andrew@jfginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1YYxYAM,False,,23817434,0030A000001aZ20QAE,0010A000002wN18QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:42:09.000+0000,False,False,0050A000000Hq5PQAS,2025-11-17T19:42:09.000+0000,0050A000000Hq5PQAS,2025-11-17T19:42:09.000+0000,0050A000000Hq5PQAS,2025-11-17T19:42:09.000+0000,(289)385-2502,(289) 385-2502,brittany@b-cfinancial.com,(705)874-1320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1a4UYAQ,False,,23817780,0030A0000029VyCQAU,0010A000002vvp4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration how to,Medium,"*** DDS Nov 17th, 2025 ***
User wants to finish registration. They created a username and password but don't remember them. Told them to email DM and sent detailed steps to complete registration after.
===========
Bonjour Antoine,

C’était un plaisir de vous parler aujourd’hui pour aider Jacques à créer son compte Espace Affaires.

Jacques a créé son nom d’utilisateur et mot de passe Vendredi dernier. Pour confirmer ce nom d’utilisateur, vous pouvez le demander en envoyant un email à distribution_methodology@canadalife.com. 

Ensuite, si vous ne vous souvenez plus du mot de passe vous pouvez le réinitialiser de cette manière :

Étape 1 : Allez sur la page de connexion Espace Affaires, cliquez « S’Inscrire »

 

Étape 2 : Cliquez sur « Créer votre nom d’utilisateur »

 

Étape 3 : Cliquez sur « Vous avez oublié votre mot de passe ? »

 

Étape 4 : Écrivez l’adresse email du compte (de Jacques) et choisissez AGA comme type de compte et demander de réinitialiser votre mot de passe.
Vous allez recevoir un email, vous allez pouvoir réinitialiser le mot de passe et remplir la page de l’Étape 2 avec le nom d’utilisateur et mot de passe pour finir de créer le compte.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-17T20:15:47.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-17T19:47:07.000+0000,005OH00000AbJ7aYAF,2025-11-17T20:15:47.000+0000,005OH00000AbJ7aYAF,2025-11-17T20:15:47.000+0000,(514)356-2410,(514) 651-7873,jaclec1993@gmail.com,(514)326-0250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1a9KYAQ,False,,23817461,003G0000018f6bhIAA,0010A000002wOYzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Product Illustrations - INC1859734,Medium,"*** DDS 18NOV2025 ***
referred to RSA to add security group

*11/17*
----------------

Eshan
ll06523
f5986


having issues with illustrator, it's not coming up, 
i used to do it from advisor site. 
connected with log me in 
user is getting problem with ID and password error
was able reset @llext variant acount in ISAM and walk user through pw reset successfully on repnet 
when we went to log into the product illustration tool it presented the same error as stated 
they are missing the @Londonlife.bz account that is required for access, without that, their product illustration tool will not work, not the first time i have seen this


*email*
----------------

L2 follows up

-----------------------------

Hello Rick,

I am reaching out from Workspace Support regarding the desktop Product Illustrator access issue yesterday. After investigating, we have determined that you are missing the Security Group required to access the program. @Maiato, Eddie Can you please assist Rick by adding the IndIns_Illustration_Users ISAM Security Group to the @llext User ID through a Security Access Request?

Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T19:50:59.000+0000,False,False,005OH000006wv2TYAQ,2025-11-17T19:42:34.000+0000,005OH000008919xYAA,2025-11-18T19:50:59.000+0000,005OH000006wv2TYAQ,2025-12-13T02:02:37.000+0000,(877)857-2673,(416) 577-2377,rick@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1aCXYAY,False,,23817294,0030A0000029m24QAA,0010A000002w93nQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:40:08.000+0000,False,False,0050A000000nRKbQAM,2025-11-17T19:40:08.000+0000,0050A000000nRKbQAM,2025-11-17T19:40:08.000+0000,0050A000000nRKbQAM,2025-11-17T19:40:08.000+0000,(905)822-4488,(647) 932-6483,marian.koh@investdfsi.ca,(905)822-4499,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000nRKbQAM,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1aEFYAY,False,,23822271,003OH00000EP7cXYAT,001OH00000I6sGRYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:52:29.000+0000,False,False,0050A000001o2WeQAI,2025-11-17T20:52:29.000+0000,0050A000001o2WeQAI,2025-11-17T20:52:29.000+0000,0050A000001o2WeQAI,2025-11-17T20:52:29.000+0000,(902)438-0035,,steve.f.arsenault@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1bJtYAI,False,,23817382,003OH00000OhLUvYAN,001OH00000U2BeKYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:41:27.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T19:41:27.000+0000,005G0000002gxxjIAA,2025-11-17T19:41:28.000+0000,005G0000002gxxjIAA,2025-11-17T19:41:28.000+0000,(418)717-0606,,daniel.lariviere@dsf.ca,(514)985-7573,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1cMWYAY,False,,23820903,0030A0000029fzgQAA,0010A000002w441QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"An advisor receiving an error while trying to sign onto workspace (err-w1285) I called assist and followed the KBA KB0020563
****
Hi Richard, thank you for contacting workspace support today.

To recap our call, you were having difficulties signing onto workspace getting an error (err-w1285) we did a remote session just to see how you were logging on , and you were able to sign on after a few attempts. If this persists in the future you can reset your password through this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do

We would love to hear your feedback ,I would appreciate if you could fill out this survey",True,2025-11-17T21:03:56.000+0000,False,False,005OH00000BFQFCYA5,2025-11-17T20:32:36.000+0000,005OH00000BFQFCYA5,2025-11-17T21:12:45.000+0000,005OH00000BFQFCYA5,2025-11-17T21:12:45.000+0000,(403)254-2532,,graysfinancial1@shaw.ca,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1cXkYAI,False,,23819471,003G0000018f7O1IAI,0010A000002wPUSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:11:13.000+0000,False,False,0055o000001t1uPAAQ,2025-11-17T20:11:13.000+0000,0055o000001t1uPAAQ,2025-11-17T20:11:14.000+0000,0055o000001t1uPAAQ,2025-11-17T20:11:14.000+0000,(905)475-0122X231,(416) 835-6056,linda@viscontifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1cavYAA,False,,23817496,0030A0000029eouQAA,0010A000002w34bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:43:06.000+0000,False,False,005OH000007fgYjYAI,2025-11-17T19:43:06.000+0000,005OH000007fgYjYAI,2025-11-17T19:43:07.000+0000,005OH000007fgYjYAI,2025-11-17T19:43:07.000+0000,(514)923-9188,,jian_adv@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1dvDYAQ,False,,23819199,0030A0000029hw9QAA,0010A000002w5j2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Set up,Medium,Call back done for final authentication,True,2025-11-17T20:13:42.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T20:07:22.000+0000,005OH00000BFPZHYA5,2025-11-17T20:13:42.000+0000,005OH00000BFPZHYA5,2025-11-17T20:13:42.000+0000,(306)384-3321,,dwayne@sageviewstrategies.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1eXuYAI,False,,23818094,0030A000003sByOQAU,0010A000004enDFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:51:26.000+0000,False,False,0055o000002KxaMAAS,2025-11-17T19:51:26.000+0000,0055o000002KxaMAAS,2025-11-17T19:51:27.000+0000,0055o000002KxaMAAS,2025-11-17T19:51:27.000+0000,(587)226-0907,(587) 226-0907,kodie@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1essYAA,False,,23818341,003G0000018f7Z7IAI,0010A000002wPfxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:55:23.000+0000,False,False,0055o000002KxaMAAS,2025-11-17T19:55:23.000+0000,0055o000002KxaMAAS,2025-11-17T19:55:23.000+0000,0055o000002KxaMAAS,2025-11-17T19:55:23.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1goDYAQ,False,,23817892,0030A0000029g7SQAQ,0010A000002w4B4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registering for Workspace/ CE centre,Medium,"User is inquiring about courses he can check (CE Center). Does not have a Workspace account, assisted with registering to Workspace.

User: DALE ALBERT SMITH 
Code: B0462
Email: daleasmith@sasktel.net

**********************************
Good afternoon, Dale

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace registration and The Learning Centre!
 
I'm glad I was able to assist you with registering for Workspace. Just as a reminder, whenever you sign into your Workspace account it will request for an authenticator code, that cab be found by clicking on the puzzle piece located on the top right of the screen, you then want to click on Authenticator which will populate a new code each time. 

 Regarding the courses you wish to take you can search for it in The Learning Centre through Workspace. To get access to The Learning Centre you want to sign into your Workspace account, when you scroll down, you will see the “Learning Center/ CE Center”. Here you can view the courses offered and if you have any inquiries regarding any courses, you can contact learningcentreadministrator@canadalife.com.
 
If you have any questions or need further assistance, we’re here to help!
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T20:40:18.000+0000,False,False,005OH00000BG5v4YAD,2025-11-17T19:48:37.000+0000,005OH00000BG5v4YAD,2025-11-17T21:01:13.000+0000,005OH00000BG5v4YAD,2025-11-17T21:01:13.000+0000,(306)726-7643,,daleasmith@sasktel.net,(306)586-1798,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1i0PYAQ,False,,23818038,0035o000005gYhAAAU,0015o000006FNHsAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:50:34.000+0000,False,False,0055o000002KxmIAAS,2025-11-17T19:50:34.000+0000,0055o000002KxmIAAS,2025-11-17T19:50:34.000+0000,0055o000002KxmIAAS,2025-11-17T19:50:34.000+0000,(905)875-7290,,michael.penner@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1i6rYAA,False,,23818045,003G0000018f6S3IAI,0010A000002wOOOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T19:50:43.000+0000,False,False,0050A000000Hq5PQAS,2025-11-17T19:50:43.000+0000,0050A000000Hq5PQAS,2025-11-17T19:50:43.000+0000,0050A000000Hq5PQAS,2025-11-17T19:50:43.000+0000,(416)624-7899,(416)624-7899,peter.drum@pjdfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1mgnYAA,False,,23820443,0030A00000B40O1QAJ,0010A00000BeJQ7QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:25:39.000+0000,False,False,0050A000000Hq5PQAS,2025-11-17T20:25:39.000+0000,0050A000000Hq5PQAS,2025-11-17T20:25:39.000+0000,0050A000000Hq5PQAS,2025-11-17T20:25:39.000+0000,(705)868-0762,,zach@parkplacefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1pEpYAI,False,,23819165,003G0000018f7O1IAI,0010A000002wPUSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:06:54.000+0000,False,False,0055o000001t1uPAAQ,2025-11-17T20:06:54.000+0000,0055o000001t1uPAAQ,2025-11-17T20:06:54.000+0000,0055o000001t1uPAAQ,2025-11-17T20:06:54.000+0000,(905)475-0122X231,(416) 835-6056,linda@viscontifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1pmfYAA,False,,23818855,003G0000018f6oyIAA,0010A000002wOqiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,IC issues-resolved,Medium,"The customer was having an issue with the investment center on the website, as it was not working properly when using Microsoft Edge.
 The customer was able to resolve the issue by switching to Chrome.",True,2025-11-17T20:06:32.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T20:02:48.000+0000,005OH00000AbCcLYAV,2025-11-17T20:06:32.000+0000,005OH00000AbCcLYAV,2025-12-13T02:02:55.000+0000,(902)225-6851,(902) 225-6851,steve@stevecashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1q1JYAQ,False,,23822864,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:02:34.000+0000,False,False,005OH000005URvxYAG,2025-11-17T21:02:34.000+0000,005OH000005URvxYAG,2025-11-17T21:02:34.000+0000,005OH000005URvxYAG,2025-11-17T21:02:34.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1rbZYAQ,False,,23819025,0030A0000029osqQAA,0010A000002wBT7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:04:56.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T20:04:56.000+0000,005OH000003ds0PYAQ,2025-11-17T20:04:56.000+0000,005OH000003ds0PYAQ,2025-11-17T20:04:56.000+0000,(613)549-8602,,pgilmour@assante.com,(613)549-6853,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1rgPYAQ,False,,23819032,003G0000018f7V4IAI,0010A000002wPc0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing S/H - INC1862294,Medium,"*** DDS 02DEC2025 ***
advised user S/H has been added
*** DDS 19NOv2025 ***

The user has advsied that the successor holder for 411236193 is missing from Workspace and they have confirmed with HO that it was added to IC and Unitrax. Screenshot attached. Can you please investigate?

Client First name: JENNIFER
Client Last name: TRIMM-ALLARD
Client DOB: 05SEP1964
Policy Number: 411236193
Contract type: CIWSU
Salesforce ID: 02iOH00000HbMedYAF
CIS ID:  1167245052

Thank you!


------------------------------Email chain:

Good morning Jessica,

We have heard back from our Digital Hub team and the Successor Holder for this policy is now visible in Workspace. Please let me know if anything further is required or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Jessica,

Thank you for contacting Workspace Support regarding the missing Successor Holder for this policy. I have escalated the issue to our Digital Hub team for investigation and I will follow up with you as soon as I hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Jessica Ullrich <jessica@fcfinancial.ca> 
Sent: November 18, 2025 11:05 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Jennifer Trimm-Allard TFSA Policy 411236193 - C23819032/INC1862294

Hello, The Successor Holder designation is not showing for the above noted policy. I confirmed with the Customer Service Specialist who setup the account that it was added to IC and Unitrax on Nov 11. Can you please ensure it is updated accordingly
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

The Successor Holder designation is not showing for the above noted policy. 

I confirmed with the Customer Service Specialist who setup the account that it was added to IC and Unitrax on Nov 11. 
Can you please ensure it is updated accordingly on workspace. 

Thank you, 


Jessica Ullrich
Administrative Assistant
Frank Carroll Financial
 
 613 735 4141
 jessica@fcfinancial.ca
 fcfinancial.ca
 720 Mackay Street, Pembroke, ON K8A 8J8",True,2025-12-01T13:41:39.000+0000,False,False,005OH000006wv2TYAQ,2025-11-17T20:05:04.000+0000,005OH000006wv2TYAQ,2025-12-01T13:41:39.000+0000,005OH000006wv2TYAQ,2025-12-01T13:41:39.000+0000,(613)735-4141,(613) 633-9331,neil@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1s4bYAA,False,,23819076,003G0000018f7O1IAI,0010A000002wPUSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:05:39.000+0000,False,False,0055o000001t1uPAAQ,2025-11-17T20:05:39.000+0000,0055o000001t1uPAAQ,2025-11-17T20:05:39.000+0000,0055o000001t1uPAAQ,2025-11-17T20:05:39.000+0000,(905)475-0122X231,(416) 835-6056,linda@viscontifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1s9SYAQ,False,,23819249,0030A0000029cNPQAY,0010A000002w18KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:08:06.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T20:08:06.000+0000,005OH000004Ir1xYAC,2025-11-17T20:08:07.000+0000,005OH000004Ir1xYAC,2025-11-17T20:08:07.000+0000,(403)228-3663,,jason@jasonelford.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1sJ7YAI,False,,23819097,0030A00000CV8kZQAT,0010A00000D64f5QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:05:58.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T20:05:58.000+0000,005OH000004Ir1xYAC,2025-11-17T20:05:59.000+0000,005OH000004Ir1xYAC,2025-11-17T20:05:59.000+0000,(587)783-7689,,anniedai2019@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1satYAA,False,,23820546,003OH00000OYYuMYAX,001OH00000TrSvCYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:27:10.000+0000,False,False,0055o000001t1uPAAQ,2025-11-17T20:27:10.000+0000,0055o000001t1uPAAQ,2025-11-17T20:27:11.000+0000,0055o000001t1uPAAQ,2025-11-17T20:27:11.000+0000,(647)939-7560,,jennifer.ling@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1tDZYAY,False,,23819193,0030A000007WSFnQAO,0010A000008OMLFQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA reset new device,Medium,"user called to reset authenticator,authenticated user and reset the salesforce authenticator
EMAIL=============
Hello Olivia ,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with your authenticator app today.
Just a recap as you recently change your device we were required to diconnect your old connection and reconnect the salesforce authenticator.
We were succesfull at doing so and gain access back to your Workpscae account.
Just a reminder if your need to a different authenticator app please call us for assistance as we need to redisconnect on our end.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T20:21:51.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-17T20:07:17.000+0000,005OH00000AZ3ZxYAL,2025-11-17T20:21:52.000+0000,005OH00000AZ3ZxYAL,2025-11-17T20:21:52.000+0000,(778)682-7775,,ocfinancial@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1uuQYAQ,False,,23819546,003OH000004vtASYAY,001OH000006HL33YAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:12:16.000+0000,False,False,005OH000006owoYYAQ,2025-11-17T20:12:16.000+0000,005OH000006owoYYAQ,2025-11-17T20:12:17.000+0000,005OH000006owoYYAQ,2025-11-17T20:12:17.000+0000,(306)352-6717,,manoah@scheperfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1v91YAA,False,,23821635,003OH00000VeEDjYAN,001OH00000cbImXYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:42:52.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T20:42:52.000+0000,005G0000002gxxjIAA,2025-11-17T20:42:53.000+0000,005G0000002gxxjIAA,2025-11-17T20:42:53.000+0000,(581)318-2834X227,,robert.nuss@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1vQiYAI,False,,23819697,0030A0000029VTsQAM,0010A000002vvN3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:14:27.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T20:14:27.000+0000,005OH000004Ir1xYAC,2025-11-17T20:14:27.000+0000,005OH000004Ir1xYAC,2025-11-17T20:14:27.000+0000,(403)830-6117,,alia.rausch@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1w6hYAA,False,,23821607,003OH00000VeEDjYAN,001OH00000cbImXYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:42:25.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T20:42:25.000+0000,005G0000002gxxjIAA,2025-11-17T20:42:26.000+0000,005G0000002gxxjIAA,2025-11-17T20:42:26.000+0000,(581)318-2834X227,,robert.nuss@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1wD7YAI,False,,23821456,0030A0000029kuCQAQ,0010A000002w88nQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setup Authenticator,Medium,"Name: Haley Ross
Advisor or support staff: Advisor support
Advisor Code: F7184
Advisor Name: K GREGORY KEITH	
Phone: 
Email: haley@wealthplanatlantic.ca			
1. Siebel verification: 
2. Last Login to Workspace:

Issue: trying to setup authenticator for the advisors acct
says the advisor called prior and was told to have her call us. 
case#23616532.

FINDINGS/RESOLUTION: HALEY HAS WORKSPACE ACCESS AND HER AUTHENTICATOR IS WORKING FINE. 
SHE NOTED THIS IS TO SETUP FOR THE ADVISOR/POSSIBLE 2 AUTHENTICTORS FOR THE SAME PROFILE.

ADVISED HER ITS NOT POSSIBLE. ALSO IF THE ADVISOR WANTS TO CHANGE SOMETHING THEY NEED TO CONTACT US.

SENT FOLLOW UP
--------------------------------------***DDS  11/17/2025***--------------------------
Hello Haley,

Thank you for contacting Workspace support today. It was a pleasure speaking to you once again.

As discussed, if the advisor needs to change their Multifactor Authentication that’s setup for whatever reason or has issues with the authenticator, we will need to speak to the advisor directly to authenticate and assist.

We determined you’re not having any issues with your own Workspace sign in or authenticator on the call. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-17T20:57:18.000+0000,False,False,005OH00000AUS7aYAH,2025-11-17T20:40:02.000+0000,005OH00000AUS7aYAH,2025-11-17T20:57:18.000+0000,005OH00000AUS7aYAH,2025-11-17T20:57:18.000+0000,(506)308-0387,,greg@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1wg8YAA,False,,23821029,0030A0000029fkHQAQ,0010A000002w3r2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,workspace,Medium,"Assisted support staff in accessing workspace

=================

Hi Deborah,

Thank you for contacting the workspace support as you cannot access workspace.

We identified that you were logging in to an incorrect website, so I was able to guide you to the correct website and was able to login your workspace after resetting your access. I was able to also guide you through the relay section to get specific forms for future reference.

Thank you for your cooperation in going through the process and I appreciate your time. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-17T20:50:15.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T20:34:21.000+0000,005OH00000BFPZHYA5,2025-11-17T20:56:53.000+0000,005OH00000BFPZHYA5,2025-11-17T20:56:53.000+0000,(905)875-3366,,tim@donaldsonniblettfinancial.com,(905)875-3574,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1woDYAQ,False,,23822524,0030A0000029ZoBQAU,0010A000002vz2UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:57:15.000+0000,False,False,005OH000005URvxYAG,2025-11-17T20:57:15.000+0000,005OH000005URvxYAG,2025-11-17T20:57:16.000+0000,005OH000005URvxYAG,2025-11-17T20:57:16.000+0000,(780)449-6292X240,,scott@kewcorp.ca,(780)467-3260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1wrUYAQ,False,,23821828,0035o000006T765AAC,0015o000006z877AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:46:02.000+0000,False,False,005OH000006owoYYAQ,2025-11-17T20:46:02.000+0000,005OH000006owoYYAQ,2025-11-17T20:46:03.000+0000,005OH000006owoYYAQ,2025-11-17T20:46:03.000+0000,(306)460-6223,,angela.cullen@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1xU8YAI,False,,23821346,0030A0000029VHyQAM,0010A000002vvEhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:38:35.000+0000,False,False,0055o000001t1uPAAQ,2025-11-17T20:38:35.000+0000,0055o000001t1uPAAQ,2025-11-17T20:38:36.000+0000,0055o000001t1uPAAQ,2025-11-17T20:38:36.000+0000,(416)850-4528,(647) 262-7220,dai2888@gmail.com,(905)479-2943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1yLKYAY,False,,23820130,003G0000018f5i5IAA,0010A000002wOMQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:20:53.000+0000,False,False,0055o000001t1uPAAQ,2025-11-17T20:20:53.000+0000,0055o000001t1uPAAQ,2025-11-17T20:20:53.000+0000,0055o000001t1uPAAQ,2025-11-17T20:20:53.000+0000,(416)648-5000,(416) 648-5000,ron@greenbergbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1yRlYAI,False,,23819780,0035o000007Hs3nAAC,0015o000007yOHjAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:15:42.000+0000,False,False,005OH000006owoYYAQ,2025-11-17T20:15:42.000+0000,005OH000006owoYYAQ,2025-11-17T20:15:42.000+0000,005OH000006owoYYAQ,2025-11-17T20:15:42.000+0000,(306)807-4326,,allan_sserunjogi@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1zdyYAA,False,,23820463,0030A0000029lCFQAY,0010A000002w8NXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:25:59.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T20:25:59.000+0000,005OH000003ds0PYAQ,2025-11-17T20:26:00.000+0000,005OH000003ds0PYAQ,2025-11-17T20:26:00.000+0000,(905)665-6363,,joe@annexfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g1zm1YAA,False,,23819928,003OH00000NY5UlYAL,001OH00000SbD9YYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:17:40.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T20:17:40.000+0000,005OH000004Ir1xYAC,2025-11-17T20:17:40.000+0000,005OH000004Ir1xYAC,2025-11-17T20:17:40.000+0000,(587)594-0327,,alvin.x.han@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g20AEYAY,False,,23820659,003OH00000LusT6YAJ,001OH00000QeLZyYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:29:00.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T20:29:00.000+0000,005OH000004Ir1xYAC,2025-11-17T20:29:00.000+0000,005OH000004Ir1xYAC,2025-11-17T20:29:00.000+0000,(403)807-7719,,glenwatmough@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g20mxYAA,False,,23821239,0030A0000029V64QAE,0010A000002vv7gQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:37:12.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T20:37:12.000+0000,005OH000004Ir1xYAC,2025-11-17T20:37:12.000+0000,005OH000004Ir1xYAC,2025-11-17T20:37:12.000+0000,(403)691-9779,,fedelapaz99@outlook.com,(403)691-9779,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g20v5YAA,False,,23822074,0030A0000029n9LQAQ,0010A000002wA32QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:49:38.000+0000,False,False,0050A000001o2WeQAI,2025-11-17T20:49:38.000+0000,0050A000001o2WeQAI,2025-11-17T20:49:39.000+0000,0050A000001o2WeQAI,2025-11-17T20:49:39.000+0000,(506)857-8055,(506) 644-8450,grattan.cosman@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g21nrYAA,False,,23820871,0030A0000029o0rQAA,0010A000002wAlNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:32:16.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T20:32:16.000+0000,005OH000004Ir1xYAC,2025-11-17T20:32:17.000+0000,005OH000004Ir1xYAC,2025-11-17T20:32:17.000+0000,(403)220-1675,,,(866)765-1172,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g24AbYAI,False,,23820409,0030A0000029VPHQA2,0010A000002vvJuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:25:05.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T20:25:05.000+0000,005OH000004Ir1xYAC,2025-11-17T20:25:05.000+0000,005OH000004Ir1xYAC,2025-11-17T20:25:05.000+0000,(403)903-7879,,info@insurance-calgary.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g25D9YAI,False,,23821499,0030A0000029ki6QAA,0010A000002w7zaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:40:44.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T20:40:44.000+0000,005OH000003ds0PYAQ,2025-11-17T20:40:45.000+0000,005OH000003ds0PYAQ,2025-11-17T20:40:45.000+0000,(705)264-1353,,pat.mcconnell@rbc.com,(705)268-2949,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g25DAYAY,False,,23821585,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:42:05.000+0000,False,False,005OH000005URvxYAG,2025-11-17T20:42:05.000+0000,005OH000005URvxYAG,2025-11-17T20:42:06.000+0000,005OH000005URvxYAG,2025-11-17T20:42:06.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g25HxYAI,False,,23820520,003G0000018f6eRIAQ,0010A000002wOcTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:26:45.000+0000,False,False,0055o000001h4cFAAQ,2025-11-17T20:26:45.000+0000,0055o000001h4cFAAQ,2025-11-17T20:26:45.000+0000,0055o000001h4cFAAQ,2025-11-17T20:26:45.000+0000,(204)299-7196,(204) 299-7196,dean.barth@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g278YYAQ,False,,23822199,003OH00000UkSL8YAN,001OH00000bVfHyYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:51:24.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T20:51:24.000+0000,005G0000002gxxjIAA,2025-11-17T20:51:24.000+0000,005G0000002gxxjIAA,2025-11-17T20:51:24.000+0000,(450)675-0648,,mathieu.melanson-demers@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g27V7YAI,False,,23821803,0030A0000029goXQAQ,0010A000002w4mDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:45:37.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T20:45:37.000+0000,005OH000003ds0PYAQ,2025-11-17T20:45:37.000+0000,005OH000003ds0PYAQ,2025-11-17T20:45:37.000+0000,(613)389-9950,,pshawnmurphy@sympatico.ca,(613)384-9355,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g27ekYAA,False,,23821685,0030A0000029ZQXQA2,0010A000002vyhzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:43:46.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T20:43:46.000+0000,005OH000004Ir1xYAC,2025-11-17T20:43:47.000+0000,005OH000004Ir1xYAC,2025-11-17T20:43:47.000+0000,(403)539-0269,,terrymburton1@outlook.com,(403)539-0269,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g27lHYAQ,False,,23822101,0030A0000029eZvQAI,0010A000002w2tUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:50:07.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T20:50:07.000+0000,005OH000003ds0PYAQ,2025-11-17T20:50:07.000+0000,005OH000003ds0PYAQ,2025-11-17T20:50:07.000+0000,(613)277-4974,,williamscottbuchanan@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g286BYAQ,False,,23821983,003OH00000UkSL2YAN,001OH00000bVfHsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:48:27.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T20:48:27.000+0000,005G0000002gxxjIAA,2025-11-17T20:48:28.000+0000,005G0000002gxxjIAA,2025-11-17T20:48:28.000+0000,(438)502-3408,,j.laflamme@infoprimes.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g295UYAQ,False,,23822363,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:54:04.000+0000,False,False,005OH000005URvxYAG,2025-11-17T20:54:04.000+0000,005OH000005URvxYAG,2025-11-17T20:54:04.000+0000,005OH000005URvxYAG,2025-11-17T20:54:04.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g29DWYAY,False,,23821051,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:34:45.000+0000,False,False,005OH000005URvxYAG,2025-11-17T20:34:45.000+0000,005OH000005URvxYAG,2025-11-17T20:34:45.000+0000,005OH000005URvxYAG,2025-11-17T20:34:45.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2Aj4YAE,False,,23822231,003OH00000UkSL8YAN,001OH00000bVfHyYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:51:55.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T20:51:55.000+0000,005G0000002gxxjIAA,2025-11-17T20:51:56.000+0000,005G0000002gxxjIAA,2025-11-17T20:51:56.000+0000,(450)675-0648,,mathieu.melanson-demers@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2BKDYA2,False,,23822865,003G0000018f7O7IAI,0010A000002wPUYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:02:34.000+0000,False,False,0055o000002KxaMAAS,2025-11-17T21:02:34.000+0000,0055o000002KxaMAAS,2025-11-17T21:02:35.000+0000,0055o000002KxaMAAS,2025-11-17T21:02:35.000+0000,(587)855-6836,780-907-7742,romana@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2CL4YAM,False,,23822514,003G0000018f7Z7IAI,0010A000002wPfxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:57:04.000+0000,False,False,0055o000002KxaMAAS,2025-11-17T20:57:04.000+0000,0055o000002KxaMAAS,2025-11-17T20:57:04.000+0000,0055o000002KxaMAAS,2025-11-17T20:57:04.000+0000,(780)980-3851,(780) 966-5270,jared.probe@navfingroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2D4DYAU,False,,23821406,0030A0000029l6FQAQ,0010A000002w8IGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Web Illustration format,Medium,"*** DDS Nov 17th, 2025 ***
User reported issue with Web Illustration printing getting cut for every bottom of every page. Told them I can try to raise the issue but unfortunately that's the way if it for now.
=================
Bonjour Michel,

Merci de nous avoir contacté aujourd’hui au sujet d’un problème de présentation des Illustrations Canada Vie en bas de page où les numéro de l’illustration sont coupés.

Pour l’instant, c’est malheureusement la seule présentation disponible des illustrations, mais j’ai envoyé une requête pour que cela puisse être changé à l’avenir par l’équipe de développement de l’application web.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-17T21:12:59.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-17T20:39:20.000+0000,005OH00000AbJ7aYAF,2025-11-17T21:12:59.000+0000,005OH00000AbJ7aYAF,2025-11-17T21:12:59.000+0000,(819)372-5550,(819) 244-6797,assurances@mlauzier.com,(819)375-0371,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2DNZYA2,False,,23821460,0030A00000A35ESQAZ,0010A00000AbxtlQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:40:05.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T20:40:05.000+0000,005OH000003ds0PYAQ,2025-11-17T20:40:05.000+0000,005OH000003ds0PYAQ,2025-11-17T20:40:05.000+0000,(613)547-5288,(613) 267-4772,patrick.graham@nbpcd.com,(613)547-9347,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2DdhYAE,False,,23821498,003OH0000048Y2NYAU,001OH000005E0LZYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:40:44.000+0000,False,False,005OH000005URvxYAG,2025-11-17T20:40:44.000+0000,005OH000005URvxYAG,2025-11-17T20:40:45.000+0000,005OH000005URvxYAG,2025-11-17T20:40:45.000+0000,(780)231-9147,,jennifer@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2DqbYAE,False,,23821524,0030A0000029g7SQAQ,0010A000002w4B4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-request a call back call disconnect,Medium,"usaer requesting call for a previous ticket from prvious agent forward message for back request 
case ref:",True,2025-11-17T20:50:12.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-17T20:41:04.000+0000,005OH00000AZ3ZxYAL,2025-11-17T20:50:12.000+0000,005OH00000AZ3ZxYAL,2025-11-17T20:50:12.000+0000,(306)726-7643,,daleasmith@sasktel.net,(306)586-1798,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2E1vYAE,False,,23821677,0030A0000029lFTQAY,0010A000002w8QlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:43:39.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T20:43:39.000+0000,005OH000003ds0PYAQ,2025-11-17T20:43:40.000+0000,005OH000003ds0PYAQ,2025-11-17T20:43:40.000+0000,(613)767-1234,613-449-6231,cbudd@alignedcapitalpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2EQ6YAM,False,,23821811,0030A0000029ZPsQAM,0010A000002vyhZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:45:45.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T20:45:45.000+0000,005OH000004Ir1xYAC,2025-11-17T20:45:45.000+0000,005OH000004Ir1xYAC,2025-11-17T20:45:45.000+0000,(403)200-1097,,jennifer@jbcwealth.com,(403)454-9730,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2El3YAE,False,,23821628,003G0000018f7DMIAY,0010A000002wPHIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:42:46.000+0000,False,False,0050A000001o2WeQAI,2025-11-17T20:42:46.000+0000,0050A000001o2WeQAI,2025-11-17T20:42:46.000+0000,0050A000001o2WeQAI,2025-11-17T20:42:46.000+0000,(709)682-1543,(709) 682-1543,darrell@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2Gq6YAE,False,,23821843,0030A000009OZO3QAO,0010A00000AQhNWQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:46:14.000+0000,False,False,005OH000003ds0PYAQ,2025-11-17T20:46:14.000+0000,005OH000003ds0PYAQ,2025-11-17T20:46:15.000+0000,005OH000003ds0PYAQ,2025-11-17T20:46:15.000+0000,(705)674-1342,,jason.bissonnette@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2GzlYAE,False,,23821814,0030A0000029kuCQAQ,0010A000002w88nQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Hi Greg,

It was a pleasure speaking on the phone with you earlier regarding your Workspace MGA account and setting up your Salesforce authenticator.

Just a recap of what we did, we cleared your browser’s cookies, installed the authenticator in your mobile device, linked it to your Workspace account, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T22:22:54.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T20:45:47.000+0000,005OH00000AbCcLYAV,2025-11-17T22:22:54.000+0000,005OH00000AbCcLYAV,2025-11-17T22:22:54.000+0000,(506)308-0387,,greg@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2JG5YAM,False,,23822052,0030A0000029g7SQAQ,0010A000002w4B4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- CE Center,Medium,"Callback- User contacted a second time requesting to speak to me after call ended. User is inquiring if The learning Centre is approved by ICS (Insurance Council of Saskatchewan). (C23817892). 

Indicated in the call back to contact the learning centre directly regarding his inquiry. 
In the email sent (C23817892) provided the learning center's email and mentioned it on the call as well. 

User: DALE ALBERT SMITH 
Code: B0462",True,2025-11-17T21:00:29.000+0000,False,False,005OH00000BG5v4YAD,2025-11-17T20:49:22.000+0000,005OH00000BG5v4YAD,2025-11-17T21:00:29.000+0000,005OH00000BG5v4YAD,2025-11-17T21:00:29.000+0000,(306)726-7643,,daleasmith@sasktel.net,(306)586-1798,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2JpZYAU,False,,23822137,0030A0000029a4zQAA,0010A000002vzIfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T20:50:35.000+0000,False,False,0055o000001t1uPAAQ,2025-11-17T20:50:35.000+0000,0055o000001t1uPAAQ,2025-11-17T20:50:35.000+0000,0055o000001t1uPAAQ,2025-11-17T20:50:35.000+0000,(416)543-7767,,simondlau@gmail.com,(905)737-8621,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2KC9YAM,False,,23822171,0030A0000029e4aQAA,0010A000002w2U1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,registration assistance,True,2025-11-17T21:10:54.000+0000,False,False,005OH00000BGf2TYAT,2025-11-17T20:51:06.000+0000,005OH00000BGf2TYAT,2025-11-17T21:10:55.000+0000,005OH00000BGf2TYAT,2025-11-17T21:10:55.000+0000,(289)438-1650,(905) 328-1921,rthomas@assante.com,(289)438-8950,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2L0FYAU,False,,23824285,0030A0000029YpsQAE,0010A000002vyBvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:27:50.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T21:27:50.000+0000,005OH000004Ir1xYAC,2025-11-17T21:27:51.000+0000,005OH000004Ir1xYAC,2025-11-17T21:27:51.000+0000,(403)978-3178,,farrell@blueskybenefits.ca,(403)206-7425,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2L6cYAE,False,,23822503,0035o000007IG57AAG,0010A000002wAGkQAM,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 17 2025
Good day Sonali,

Kindly note that the code is no longer active. By reviewing our files, we do not see any listing for the code provided. Our team is unable to validate your access to the code. Therefore, our team should not provide any further information.

In the case there was data showing under this user, we ask you to reach out to CanadaLife.Contracts&Licensing@canadalife.com for further assistance. They would require additional information to process the inquiry.

Have a great day,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Wilfredy
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 





From: Krizan, Paige <Paige.Krizan@canadalife.com> 
Sent: November 10, 2025 10:03 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: SNEHALBEN PATEL - A5429

Hello, please handle.

Thanks,

Paige Krizan (she/her)
Business Operations Co-ordinator |  Contracts & Compensation
paige.krizan@canadalife.com


Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com> 
Sent: Thursday, October 30, 2025 4:20 PM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: SNEHALBEN PATEL - A5429

 
________________________________________
From: Contracting CF Canada Financial <contracting@cfcanadafinancial.ca>
Sent: Thursday, October 30, 2025 8:19:34 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>; CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] SNEHALBEN PATEL - A5429
Hi Team, We would like to confirm if there are any active clients for above mentioned advisor/code? Kindly advise at your earliest convenience. Thank you. Thank you. Best Regards, Sonali Gupta (On Behalf of Kaylee Lai) Administrator, Operations
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hi Team,

We would like to confirm if there are any active clients for above mentioned advisor/code? Kindly advise at your earliest convenience.

Thank you.

Thank you.
Best Regards,
Sonali Gupta (On Behalf of Kaylee Lai)
Administrator, Operations
CF Canada Financial Group Inc.
107 - 7565 132nd Street, Surrey, BC, V3W 1K5
Phone: 604-484-3974
www.canadafinancial.ca
 
Follow us",True,2025-11-17T20:56:45.000+0000,False,False,005OH000002iN7rYAE,2025-11-17T20:56:45.000+0000,005OH000002iN7rYAE,2025-11-17T20:56:45.000+0000,005OH000002iN7rYAE,2025-11-17T20:56:45.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2NUzYAM,False,,23822482,003OH00000A67UEYAZ,001OH00000CF66OYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Unlocked SF so advisor can access account, send password reset 
======================
Bonjour Yann,

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte.

Votre avis compte ! Faites-nous savoir ce que vous avez pensé du service aujourd'hui en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T20:56:20.000+0000,False,False,005OH00000BFQFGYA5,2025-11-17T20:56:20.000+0000,005OH00000BFQFGYA5,2025-11-17T20:58:48.000+0000,005OH00000BFQFGYA5,2025-11-17T20:58:48.000+0000,(819)663-6969X253,,yann@servicesfinanciersyb.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2OhCYAU,False,,23822980,0030A0000029YMdQAM,0010A000002vxoKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:04:42.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T21:04:42.000+0000,005OH000004Ir1xYAC,2025-11-17T21:04:42.000+0000,005OH000004Ir1xYAC,2025-11-17T21:04:42.000+0000,(403)948-1814,,sunderji@calcna.ab.ca,(403)948-1815,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2QayYAE,False,,23824470,0030A0000029gx7QAA,0010A000002w4taQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked out of Workspace,Medium,"*****DDS***11/17/2025
User called in requesting for workspace account unlocked, upon investigation the user wasnt registered for workspace. Will be sending a follow up email to user to advise them to register and steps to do so. 


*****email chain****
Hello Parvez, 

      Thank you for calling Canada life workspace support. Although I couldn’t fully assist you as the call disconnected. After further review, it looks like you currently do not have a workspace account created, so you are not locked out. You should still be able to register for workspace, if your UserID is set up. if not, you can reach out to Distribution_methodology@canadalife.com to get that set up to register.  Steps for registration.
•	Step 1: Use this link to start the process (https://workspace.canadalife.com/registration )
•	Step 2: Enter your RepNet UserID and password.
•	Step 3: Enter your Advisor code
•	Step 4: Set up email address and password (First Name and Last Name fields cannot be modified, this can be modified once logged into Workspace)
•	Step 5: Read and Accept terms of use 
•	Step 6: Review inbox for a verification email and click on verify now
•	Step 7: You can now attempt to sign into workspace and set up MFA. 

Please follow the above steps and advise if you have any more questions or concerns. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T21:50:42.000+0000,False,False,005OH00000BFQFHYA5,2025-11-17T21:31:24.000+0000,005OH00000BFQFHYA5,2025-11-17T21:50:42.000+0000,005OH00000BFQFHYA5,2025-11-17T21:50:42.000+0000,(519)747-9475,,,(416)313-5490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2SBOYA2,False,,23824697,003G0000018f6eXIAQ,0010A000002wOcZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Authenticator issue,Medium,"*11/17*
----------------

Mark Mcclelland
f5620
verfication code, when we first got it, i put it on my laptop, i would like to change that 
disconnected the app and then walked the user through setting up their authenticator app 
walked the user through logging into workspace while using the app successfully. 

*email*
----------------

Good afternoon Mark, 

Thank you for contacting the Workspace Support Team with your authenticator issue. 

You wanted to change your authenticator app to another device since you can no longer access the PC it was set up on originally. We were able to guide you through setting up and registering your authenticator app, then you were able to log into Workspace successfully using the app. If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T22:00:32.000+0000,False,False,005OH000008919xYAA,2025-11-17T21:35:51.000+0000,005OH000008919xYAA,2025-11-17T22:00:32.000+0000,005OH000008919xYAA,2025-11-17T22:00:32.000+0000,(306)291-5285,(306) 291-5285,mark@mwml.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2Sw6YAE,False,,23823230,003OH000004yGAuYAM,001OH000006KBwlYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:09:10.000+0000,False,False,005OH000005URvxYAG,2025-11-17T21:09:10.000+0000,005OH000005URvxYAG,2025-11-17T21:09:10.000+0000,005OH000005URvxYAG,2025-11-17T21:09:10.000+0000,(780)460-4327,,todd@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2T90YAE,False,,23824001,0030A0000029d0jQAA,0010A000002w1bGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:22:41.000+0000,False,False,0055o000001NWfMAAW,2025-11-17T21:22:41.000+0000,0055o000001NWfMAAW,2025-11-17T21:22:41.000+0000,0055o000001NWfMAAW,2025-11-17T21:22:41.000+0000,(416)898-8889,,henriquesfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2TguYAE,False,,23824213,003OH00000Uhye7YAB,001OH00000bSFwfYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:26:29.000+0000,False,False,0055o000001h4cFAAQ,2025-11-17T21:26:29.000+0000,0055o000001h4cFAAQ,2025-11-17T21:26:29.000+0000,0055o000001h4cFAAQ,2025-11-17T21:26:29.000+0000,(431)541-5646,,kristen@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2UMpYAM,False,,23824060,0030A0000029d0jQAA,0010A000002w1bGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:23:41.000+0000,False,False,0055o000001NWfMAAW,2025-11-17T21:23:41.000+0000,0055o000001NWfMAAW,2025-11-17T21:23:41.000+0000,0055o000001NWfMAAW,2025-11-17T21:23:41.000+0000,(416)898-8889,,henriquesfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2VqjYAE,False,,23823352,003OH00000M97iOYAR,001OH00000QuwnUYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,MFA authenticator set up,True,2025-11-17T21:38:40.000+0000,False,False,005OH00000BGf2TYAT,2025-11-17T21:10:59.000+0000,005OH00000BGf2TYAT,2025-11-17T21:38:40.000+0000,005OH00000BGf2TYAT,2025-11-17T21:38:40.000+0000,(403)554-3800,,gene.ens@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2XitYAE,False,,23824840,003OH00000URFGGYA5,001OH00000b88w2YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:38:41.000+0000,False,False,005G0000002gxxjIAA,2025-11-17T21:38:41.000+0000,005G0000002gxxjIAA,2025-11-17T21:38:41.000+0000,005G0000002gxxjIAA,2025-11-17T21:38:41.000+0000,(450)522-1877,,jeremi.latulippe@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2YoeYAE,False,,23824611,003OH000003jQkkYAE,001OH000004h5juYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:34:13.000+0000,False,False,005OH000006owoYYAQ,2025-11-17T21:34:13.000+0000,005OH000006owoYYAQ,2025-11-17T21:34:13.000+0000,005OH000006owoYYAQ,2025-11-17T21:34:13.000+0000,(587)492-3061,,avery.lever@servus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2Z7yYAE,False,,23824506,0030A000002bjYMQAY,0010A000003Mp9EQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:31:58.000+0000,False,False,0055o000001NWfMAAW,2025-11-17T21:31:58.000+0000,0055o000001NWfMAAW,2025-11-17T21:31:58.000+0000,0055o000001NWfMAAW,2025-11-17T21:31:58.000+0000,(647)818-2385,,abigail.han.wealth@gmail.com,(365)509-2711,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2dWXYAY,False,,23824096,0030A0000029Z6pQAE,0010A000002vyRVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:24:27.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T21:24:27.000+0000,005OH000004Ir1xYAC,2025-11-17T21:24:27.000+0000,005OH000004Ir1xYAC,2025-11-17T21:24:27.000+0000,(403)229-3393,,mmeilleur@shaw.ca,(403)234-9913,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2mYEYAY,False,,23824894,0030A0000029nuwQAA,0010A000002wAguQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User needed assistance with registration, as she is unsure where to go from here. Advised that she will need to regrister for her User ID first then for Workspace. 

Email: ppall@westlandbenefits.ca 
Code: A2716
Phone: 6049083445

*****************************************
Good afternoon, Preet

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
As indicated you will need to register for a User ID before being able to register for Workspace. 

Registration process: 

1.	To register for a User ID (formerly Repnet ID), you will need an activation code. Your activation code is: 1-FMP3P
2.	Once you obtain an activation code from Distribution Methodology, please follow this link to register your User ID. Please select Register located at the lower half of the webpage. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi…
3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T21:49:31.000+0000,False,False,005OH00000BG5v4YAD,2025-11-17T21:40:05.000+0000,005OH00000BG5v4YAD,2025-11-17T21:56:08.000+0000,005OH00000BG5v4YAD,2025-11-17T21:56:08.000+0000,(604)682-1603X234,,ppall@westlandbenefits.ca,(604)682-1621,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2n1HYAQ,False,,23825688,003OH00000Nz1y3YAB,001OH00000T8pBSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:57:31.000+0000,False,False,005OH000002iJPDYA2,2025-11-17T21:57:31.000+0000,005OH000002iJPDYA2,2025-11-17T21:57:31.000+0000,005OH000002iJPDYA2,2025-11-17T21:57:31.000+0000,(778)636-0509,,alice.yi.cui@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2qf3YAA,False,,23825208,003OH00000XUibpYAD,001OH00000feEjDYAU,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,RE: Workspace Support Needed - Maria Aurora Pellas (H8979,Medium,"****DDS****11/17/25 

RSA reached out on behalf of the advisor for WS access
Verified Siebel and ISAM, user does not have a User ID
Referred user to DM for registration credentials
 
================================================================= 

****Email Chain****

Good day Maria,

Thank you for contacting the Workspace Support Team for assistance with Workspace Registration.
 
After reviewing your information, I was able to confirm that you currently do not have a Canada Life User ID, which mean you will start by creating your User ID. To do this, you need an activation code, which comes in the Registration Letter issued by our Distribution Methodology team. Please reach out to  Distribution_Methodology@canadalife.com to obtain your registration letter.
 
Once you have the letter, you can proceed to create your User ID, then allow 48 hours to pass and register for Workspace using the link provided in the registration letter.
 
Here are the steps below for the registration process once you get your credentials from Distribution Methodology and have created a User ID:
 
1. Follow the registration link
•	https://workspace.canadalife.com/registration
•	https://espaceaffaires.canadavie.com/inscription
 
2. Enter the RepNet user ID and Password
 
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
 
7. A verification email will be sent to your email address
 
 
 
 
8. Verify the email by clicking Verify Now. Your account will be activated once the email is verified
 
 
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.canadalife.com
•	https://espaceaffaires.canadavie.com
 
 
 
11. You then enter your email and password to access Workspace.
 
If you need any assistance with registering, please reach out to us and we can set up a time to call and go over the steps with you.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: November 17, 2025 12:38 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: maria.arceo.pellas@gmail.com
Subject: Workspace Support Needed - Maria Aurora Pellas (H8979)

Hi Team,

Advisor Maria Aurora Pellas is having difficulty creating a workspace account. 

Can you please assist her? 

Thanks,

Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 

Rendez-vous au : canadavie.com   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-17T21:46:49.000+0000,False,False,005OH0000097FtCYAU,2025-11-17T21:46:49.000+0000,005OH0000097FtCYAU,2025-11-17T21:46:49.000+0000,005OH0000097FtCYAU,2025-11-17T21:46:49.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,136.0
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500OH00000g2sowYAA,False,,23825403,003G0000018f6z8IAA,0010A000002wP1mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Contacting service desk,Medium,Transferred user to Service Desk- did not want to speak to Workspace Support,True,2025-11-17T21:55:18.000+0000,False,False,005OH00000BG5v4YAD,2025-11-17T21:50:41.000+0000,005OH00000BG5v4YAD,2025-11-17T21:55:19.000+0000,005OH00000BG5v4YAD,2025-11-17T21:55:19.000+0000,(604)868-2284,(604) 868-2284,darin@helmsmanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2uFhYAI,False,,23826509,0030A0000029gJrQAI,0010A000002w4NjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back for final authentication,True,2025-11-17T22:41:12.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T22:20:19.000+0000,005OH00000BFPZHYA5,2025-11-17T22:41:12.000+0000,005OH00000BFPZHYA5,2025-11-17T22:41:12.000+0000,(604)724-6283,(604) 724-6283,wilson.ng@convoybc.ca,(604)928-6283,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
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500OH00000g2vA5YAI,False,,23825646,0030A0000029aotQAA,0010A000002vzsjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:56:26.000+0000,False,False,005OH000005URvxYAG,2025-11-17T21:56:26.000+0000,005OH000005URvxYAG,2025-11-17T21:56:27.000+0000,005OH000005URvxYAG,2025-11-17T21:56:27.000+0000,(780)487-7903,,dan@dandeanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2vjaYAA,False,,23825755,003OH00000Nz1y3YAB,001OH00000T8pBSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:58:59.000+0000,False,False,005OH000002iJPDYA2,2025-11-17T21:58:59.000+0000,005OH000002iJPDYA2,2025-11-17T21:59:00.000+0000,005OH000002iJPDYA2,2025-11-17T21:59:00.000+0000,(778)636-0509,,alice.yi.cui@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2vmnYAA,False,,23825681,0030A0000055yBWQAY,0010A000005rJpqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:57:22.000+0000,False,False,005OH000006owoYYAQ,2025-11-17T21:57:22.000+0000,005OH000006owoYYAQ,2025-11-17T21:57:22.000+0000,005OH000006owoYYAQ,2025-11-17T21:57:22.000+0000,(306)212-7139,,nictim@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2wFpYAI,False,,23825732,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:58:34.000+0000,False,False,005OH000005URvxYAG,2025-11-17T21:58:34.000+0000,005OH000005URvxYAG,2025-11-17T21:58:34.000+0000,005OH000005URvxYAG,2025-11-17T21:58:34.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2wm5YAA,False,,23825772,0035o000007E52wAAC,0015o000007uJkUAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:59:19.000+0000,False,False,005OH000006owoYYAQ,2025-11-17T21:59:19.000+0000,005OH000006owoYYAQ,2025-11-17T21:59:19.000+0000,005OH000006owoYYAQ,2025-11-17T21:59:19.000+0000,(403)217-5560,,tlgresty@pfsgroups.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2x0bYAA,False,,23825787,003OH000008MOdNYAW,001OH00000AAOT9YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T21:59:45.000+0000,False,False,005G0000002gyDJIAY,2025-11-17T21:59:45.000+0000,005G0000002gyDJIAY,2025-11-17T21:59:45.000+0000,005G0000002gyDJIAY,2025-11-17T21:59:45.000+0000,(306)952-6060,,l.wong@mktswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2x75YAA,False,,23826217,003G0000018f7ulIAA,0010A000002wQ0xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor is unable to register for user ID with information provided by Distribution  methodology we did a log me in session and ensured the correct information was in the system, but still were not successful. I advised the advisor to speak with distribution methodology.
****
Hi Jordan, thank you for contacting workspace support today.

To recap our conversation Niamh was also assisting , we did a remote log me in session , however the first step to create the User ID we were receiving an error saying this information doesn’t match our records although we made sure to follow the information provided in the email by distribution methodology.
I do suggest taking a picture and providing it to them so that it can be rectified.

We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-17T22:45:42.000+0000,False,False,005OH00000BFQFCYA5,2025-11-17T22:12:04.000+0000,005OH00000BFQFCYA5,2025-11-17T22:45:42.000+0000,005OH00000BFQFCYA5,2025-11-17T22:45:42.000+0000,(604) 687-5570,,jordan.kenna@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2yJFYAY,False,,23825882,0030A0000029m8tQAA,0010A000002w99FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T22:02:27.000+0000,False,False,0055o000001OxJtAAK,2025-11-17T22:02:27.000+0000,0055o000001OxJtAAK,2025-11-17T22:02:28.000+0000,0055o000001OxJtAAK,2025-11-17T22:02:28.000+0000,(250)589-6516,(250) 589-6516,mike@360wss.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001OxJtAAK,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g2yxcYAA,False,,23826264,0030A0000029hk0QAA,0010A000002w5ZgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T22:13:13.000+0000,False,False,005OH000002iJPDYA2,2025-11-17T22:13:13.000+0000,005OH000002iJPDYA2,2025-11-17T22:13:14.000+0000,005OH000002iJPDYA2,2025-11-17T22:13:14.000+0000,(604)438-3699,(778) 706-1121,karenliao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g30GDYAY,False,,23826037,0030A0000029c59QAA,0010A000002w0tuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T22:07:07.000+0000,False,False,005OH000005URvxYAG,2025-11-17T22:07:07.000+0000,005OH000005URvxYAG,2025-11-17T22:07:08.000+0000,005OH000005URvxYAG,2025-11-17T22:07:08.000+0000,(780)257-4000,,kanchanbahl@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g34IDYAY,False,,23826329,0035o000005ym6lAAA,0015o000006WapjAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T22:15:14.000+0000,False,False,005OH000002iJPDYA2,2025-11-17T22:15:14.000+0000,005OH000002iJPDYA2,2025-11-17T22:15:15.000+0000,005OH000002iJPDYA2,2025-11-17T22:15:15.000+0000,(365)993-8383,2369651292,pinghong@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g34tOYAQ,False,,23828300,0030A000007UuVMQA0,0010A000008MlCvQAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Rapport CELI & REER  email et # de téléphone- Client de Seyed Abdollah Safavi,Medium,"****DDS****11/18/25
Contacted advisor directly and he was able to find the report in his WS account
Advisor will direct ASA on how to locate the report in their WS account

****DDS****11/18/25 
User could not find the report created yesterday
Provided screenshots to help user locate the report

****DDS****11/17/25 

ASA requested report listing clients with CELI and REER, alongside phone numbers and emails
Report created and provided steps to include in/edit the report
 
========================================================================================= 

****Email Chain****

Bonjour Seyed,

Comme discuté lors de notre appel, j’ai vérifié avec le 2ieme niveau de Soutien et ils ont confirmé que l’option d’adresse courriel ne figure pas dans ce type de rapport. Pour avoir un rapport qui contient cette option, il faudrait créer un rapport séparément qui contiendra la liste de vos clients et leurs adresse courriels mais ceci n’aura pas l’option d’ajouter les différents types de produits. Apparemment, ce rapport existe déjà dans la liste de vos rapports et c’est nommé « Copy of all clients ».

 

S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Larouche, Veronique <Veronique.Larouche@canadalife.com> 
Sent: November 18, 2025 10:45 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Rapport CELI & REER email et # de téléphone- Client de Seyed Abdollah Safavi - 23828300

Ca ne fonctionne pas  voici ce qui arrive si je clique sur récent , l’écran est vide aucun rapport

 

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 18 novembre 2025 12:01
À : Larouche, Veronique <Veronique.Larouche@canadalife.com>
Objet : RE: Rapport CELI & REER email et # de téléphone- Client de Seyed Abdollah Safavi - 23828300

Bonjour,

Merci pour votre courriel.

Veuillez cliquer sur la première option « Récents » à gauche et une liste des rapports récents va apparaitre. Le rapport en question serait le premier rapport sur cette page.

 


S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Larouche, Veronique <Veronique.Larouche@canadalife.com> 
Sent: November 18, 2025 6:55 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Rapport CELI & REER email et # de téléphone- Client de Seyed Abdollah Safavi - 23828300

Bonjour,

Je suis dans rapport et je le vois pas 

 

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 17 novembre 2025 19:16
À : Larouche, Veronique <Veronique.Larouche@canadalife.com>
Objet : RE: Rapport CELI & REER email et # de téléphone- Client de Seyed Abdollah Safavi - 23828300

Bonjour Veronique,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires.

Un rapport a été créé avec comme nom : « Copie de liste des clients CELI et REER »

Vous le trouverez dans vos rapports récents.

 
Pour modifier le rapport selon le type de polices, veuillez cliquer sur « Modifier »

 

Ensuite cliquer sur « Filtres » et sélectionnez l’option « Type de produit » et lorsque vous etes satisfaits avec les options choisi, cliquer sur « Enregistrer » pour sauvegarder le rapport.

 

S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Larouche, Veronique <Veronique.Larouche@canadalife.com> 
Sent: November 14, 2025 11:58 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Rapport CELI & REER email et # de téléphone- Client de Seyed Abdollah Safavi

Bonjour,

Nous désirons une liste des clients Fonds distinct et Fonds commun séparé avec le courriel et numéro de téléphone des clients pour le conseiller Seyed Abdollah Safavi LL36309.

Merci 


Véronique Larouche
Associé Soutien aux Conseillers / Advisor Support Associate
Courriel : veronique.larouche@canadalife.com
Téléphone : 819 307-1362


 

Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-18T00:15:44.000+0000,False,False,005OH0000097FtCYAU,2025-11-17T23:28:51.000+0000,005OH0000097FtCYAU,2025-11-18T21:08:18.000+0000,005OH0000097FtCYAU,2025-11-18T21:08:18.000+0000,(514)617-3119,(514) 467-8491,abdollah.safavi@safavifinancial.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g39t0YAA,False,,23826723,0030A0000029gJrQAI,0010A000002w4NjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Assisted advisor setting up his MFA for workspace.

=================

Hi Wilson,

Thank you for contacting the workspace support about setting up your multi-factor authenticator/MFA.

We were able to successfully set up your MFA and was given you access to your workspace again. Please be informed that your code will be available right away through your mobile application.

Appreciate the time spent and for your cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-17T22:32:47.000+0000,False,False,005OH00000BFPZHYA5,2025-11-17T22:26:58.000+0000,005OH00000BFPZHYA5,2025-11-17T22:36:56.000+0000,005OH00000BFPZHYA5,2025-11-17T22:36:56.000+0000,(604)724-6283,(604) 724-6283,wilson.ng@convoybc.ca,(604)928-6283,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g3A5tYAE,False,,23826666,0030A000002CnR0QAK,0010A000002zLDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Commission inquiry,Medium,"Good day Lawrence, 

Thank you for contacting Workspace Support team!

For all your commissions inquiries, please reach out to the commissions team at:  contracts&compensation@canadalife.com
For Commission statements - questions about the statements themselves or missing statements: tax_mdrt&accounting@canadalife.com

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T22:33:23.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T22:25:06.000+0000,005OH00000AbCcLYAV,2025-11-17T22:33:23.000+0000,005OH00000AbCcLYAV,2025-11-17T22:33:23.000+0000,(604)970-5565,,lchong@telus.net,(604)322-7891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g3Cm2YAE,False,,23827076,0030A0000029ZUKQA2,0010A000002vykyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T22:38:02.000+0000,False,False,005OH000004Ir1xYAC,2025-11-17T22:38:02.000+0000,005OH000004Ir1xYAC,2025-11-17T22:38:02.000+0000,005OH000004Ir1xYAC,2025-11-17T22:38:02.000+0000,(403)215-2097,,david.yost@nbc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g3ECjYAM,False,,23826957,003OH00000XXLVlYAP,001OH00000fjWPEYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T22:34:13.000+0000,False,False,0055o000002KxaMAAS,2025-11-17T22:34:13.000+0000,0055o000002KxaMAAS,2025-11-17T22:34:13.000+0000,0055o000002KxaMAAS,2025-11-17T22:34:13.000+0000,(780)288-6121,,simone@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g3GZXYA2,False,,23827354,003G0000018f72LIAQ,0010A000002wP5fQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing Policy Summary,Medium,"****DDS****11/18/25 

User confirmed they can now access clients' data and policy summaries in WS

****DDS****11/17/25 

User is unable to access policy details and summary in WS
Provided screenshots and advised user to use the global search bar 
 
============================================================================================
 
****Email Chain****

Hello Yuen,

Thank you for your email.

I’m so glad to hear that you can now access your clients’ data and their respective policy summaries in your Workspace account.

Let me know if you have any questions or concerns and I will be happy to assist you.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Yuen Yuen CHANG <yuenyuen@star8wealth.com> 
Sent: November 18, 2025 10:49 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: WS overview totally changed, No ""Policy Summary"" to click upon typing in client name - 23827354

Hi Thank you so much for your reply. Somehow everything is back to normal. Can view client data from my home laptop which I couldn’t last Friday. I went to office yesterday particularly to see if I can access WS with my laptop in the office,
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Hi Thank you so much for your reply.  Somehow everything is back to normal. Can view client data from my home laptop which I couldn’t last Friday.   I went to office yesterday particularly to see if I can access WS with my laptop in the office, it revealed that I can. Today I can get back to policy summary to provide info. to client from home.  
Thanks for your kind assistance.

Yuen Yuen Chang, BA, Licence ès lettres, CAIB, CLU, CH.FC 
Canada Life
#2000 – 4515 Central Boulevard
Metrotower 3
Burnaby, BC  V5H 0C6
(604) 438-1232 Ext. 6230
Old Email - yuenyuen.chang@londonlife.com
New Email - yuenyuen@star8wealth.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 17, 2025 3:05 PM
To: Yuen Yuen CHANG <yuenyuen@star8wealth.com>
Subject: RE: WS overview totally changed, No ""Policy Summary"" to click upon typing in client name - 23827354

Good day Yuen,

We tried reaching you on phone via (604) 438-1232 to help resolve this inquiry but you were not available at the time.

On our end, we do not see any issues relating to your Workspace account preventing you from accessing your clients’ policy summary page. Please try searching using the client’s name or the policy number in the Global search bar at the right hand corner beside the notification bell as shown below.

 

If the issue still persists, please provide 2 examples of policies you are unable to access their policy summary pages and screenshots of the error pages including the URL at the top of the screen so we can investigate further.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Yuen Yuen CHANG <yuenyuen@star8wealth.com> 
Sent: November 15, 2025 1:44 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] WS overview totally changed, No ""Policy Summary"" to click upon typing in client name

Nothing to be seen anymore, No a/c value of any Seg. fund & annuity a/c value, Neither is there any $ value figures on life policy CV and Death Benefit anywhere upon typing in client name. Need to download Policy Summary BUT that tile is

Nothing to be seen anymore,  No a/c value of any Seg.fund & annuity a/c value,    Neither is there  any $ value figures on life policy CV and Death Benefit anywhere upon typing in client name.  Need to download Policy Summary  BUT that tile is nowhere to be found.  What happened to WorkSpace ?  Please help !  Thanks
Yuen Yuen Chang, BA, Licence ès lettres, CAIB, CLU, CH.FC 
Canada Life
#2000 – 4515 Central Boulevard
Metrotower 3
Burnaby, BC  V5H 0C6
(604) 438-1232 Ext. 6230
Old Email - yuenyuen.chang@londonlife.com
New Email - yuenyuen@star8wealth.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-17T23:05:09.000+0000,False,False,005OH0000097FtCYAU,2025-11-17T22:48:34.000+0000,005OH0000097FtCYAU,2025-11-18T19:18:32.000+0000,005OH0000097FtCYAU,2025-11-18T19:18:32.000+0000,(604)438-1232,(236) 516-6547,yuenyuen@star8wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g3HDpYAM,False,,23827178,0035o000005ym6lAAA,0015o000006WapjAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-17T22:42:06.000+0000,False,False,005OH000002iJPDYA2,2025-11-17T22:42:06.000+0000,005OH000002iJPDYA2,2025-11-17T22:42:06.000+0000,005OH000002iJPDYA2,2025-11-17T22:42:06.000+0000,(365)993-8383,2369651292,pinghong@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g3P6YYAU,False,,23828025,003G0000019nQqxIAE,0010A000002wQ94QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Hi Maria and Daniel,

Thank you for contacting Workspace Support team.  

To gain access to your Workspace MGA account, registration is required.

To retrieve your User ID, please refer to the highlighted sections within the registration process. 

Workspace Registration:

To register on Workspace, you will need the following before you start:
•	Your User ID
•	Your User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please make sure to select the right association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Madriaga, Maria <Maria.Madriaga@canadalife.com> 
Sent: November 17, 2025 10:20 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Desjardins, Daniel <dandygarden@gmail.com>
Subject: FW: [EXT] Re: Register for access to Canada Life Workspace

Hi,

Kindly assist. 

Thank you,

Maria Madriaga
Contracts and Compensation Specialist
Contracts and Compensation Department
Tel: 416-552-5661Email: Maria.Madriaga@canadalife.com
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: Daniel Desjardins <dandygarden@gmail.com> 
Sent: November 17, 2025 9:45 AM
To: Madriaga, Maria <Maria.Madriaga@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace

Good morning Maria, I am already a user of Workspace under Advisor Solutions for my Current Canada Life advisor code W1860, do I get access for this new Financial Horizon Code using my same User ID? When I follow your ""Register for a User
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Good morning Maria,
I am already a user of  Workspace under Advisor Solutions for my Current Canada Life advisor code W1860, do I get access for this new Financial Horizon Code using my same User ID?
When I follow your ""Register for a User ID"" , it gets me to prompt a current ID and Password ?
Can you provide me some guidance details?
Thanks,
Daniel Desjardins
Daniel Desjardins,  B. Adm.
Agent Courtier Indépendant / Independent Agent Broker
INTÉGRITÉ - FIABILITÉ - SERVICE - RELIABILITY - INTEGRITY
Tél.  (506) 263 - 3155
Cell. (506) 737 - 7096
Agent pour/for:
MALLET & ASSOC. INC.
Tél.  (506) 546 - 4848
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.  Merci.   À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


Le mer. 15 oct. 2025, à 16 h 16, Madriaga, Maria <Maria.Madriaga@canadalife.com> a écrit :
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	Please wait 2 business days after receiving your User ID to register for Workspace.
 
Your registration information
Name:	DANIEL DESJARDINS
Advisor code*:	Please reference APEXA for your selling code
Activation code:	1+8IT+340
* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
Register for a User ID (formerly RepNet ID)
•	Click here to get started and follow the provided instructions.
Register for Workspace
•       Click here to register
•       Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store. 
o	For Android devices, get the app from Google Play.  
•       For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace. 
Do you have a support team who need access to your book of business?
•       To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form.
•       Once authorized, they will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your producer code.
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.
 
Please complete this questionnaire:
•	To help us better tailor our support and get to know you better, please complete this 1 minute survey. 
 
Thank you,
 
Maria Madriaga
Contracts and Compensation Specialist
Contracts and Compensation Department
Tel: 416-552-5661Email: Maria.Madriaga@canadalife.com
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-17T23:16:32.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T23:16:32.000+0000,005OH00000AbCcLYAV,2025-11-17T23:16:57.000+0000,005OH00000AbCcLYAV,2025-11-17T23:16:57.000+0000,(506) 735-3882,(506) 737-7096,dandygarden@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g3YMkYAM,False,,23828661,0030A000006ucmuQAA,0010A000007k4gPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Issue: Registration process
KBA: KB0017316
Troubleshooting: user will need to call us so that we can assess their issue and help them with their registration
User ID: Kim.Moisan
======================emails=======================



Bonjour Kim, 

Pour vous aider à résoudre ce problème, nous devons communiquer avec-vous par téléphone. Veuillez nous appeler au moment qui vous convient au 1-888-999-4516; un membre de l’équipe Espace affaires se fera un plaisir de vous aider. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

Bonne journée. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien numérique aux conseillers
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: Kim Moisan <info@mhfinances.com> 
Sent: Wednesday, March 18, 2026 8:38 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] TR: Accès adjointe sur Canada-Vie Espace Affaire - Cas 23828661

Bonjour, J’ai essayé plusieurs fois de me connecter avec mon nom d’utilisateur, j’ai suivi toutes les étapes mais rien ne fonctionne. Nom d’utilisateur : Kim. Moisan Courriel : kim. moisan@ videotron. ca Pouvez-vous m’aider svp? 819-446-6353 De
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

J’ai essayé plusieurs fois de me connecter avec mon nom d’utilisateur, j’ai suivi toutes les étapes mais rien ne fonctionne.

Nom d’utilisateur : Kim.Moisan
Courriel : kim.moisan@videotron.ca

Pouvez-vous m’aider svp?

819-446-6353


 
 




Bonjour Kim,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Pour utiliser Espace affaires vous devez faire 2 processus d’inscription :
-	Inscription pour votre nom d’utilisateur   (Déjà fait)
-	Inscription pour votre compte Espace affaires

Comment vous inscrire pour votre compte Espace affaires

Pour obtenir un nom d'utilisateur (anciennement nom d’utilisateur du RéseauRep), cliquez sur le lien ci-dessous:
 Canada-Vie RéseauRep


Si vous ne vous souvenez pas de votre nom d'utilisateur et du mot de passe de votre nom d'utilisateur, vous pouvez utiliser l'URL ci-dessous et cliquer sur les liens ci-dessous https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/LoginPage.do&requestedLanguage=fr
 
 

Si vous n’êtes pas capable de trouver votre nom d’utilisateur avec cette méthode, vous pouvez envoyer un courriel à distribution_methodology@canadalife.com et ils pourront vous confirmer votre nom d’utilisateur. 

Une fois que vous avez votre nom d’utilisateur et code d’activation en main, appelez notre équipe ou contactez-nous par courriel pour organiser un appel téléphonique et vous assister a s’enregistrer sur l’Espace affaires.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kim Moisan <info@mhfinances.com> 
Sent: November 17, 2025 12:53 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Accès adjointe sur Canada-Vie Espace Affaire

Bonjour, Je ne sais pas si vous pouvez m’aider, j’éprouve des difficultés avec l’accès à l’Espace Affaire? Ma collègue et moi (adjointes) n’avons jamais réussi à aller au bout de notre inscription sur Canada-Vie, à la 2ième étape, ça nous disait
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Je ne sais pas si vous pouvez m’aider, j’éprouve des difficultés avec l’accès à l’Espace Affaire?

Ma collègue et moi (adjointes) n’avons jamais réussi à aller au bout de notre inscription sur Canada-Vie, à la 2ième étape, ça nous disait que nos mots de passe ne concordaient pas avec nos adresses courriels?

J’ai demandé d’envoyer un lien pour réinitialiser le mot de passe et on ne reçoit même pas le courriel…

Merci de me revenir et bonne journée.


 
 



De : Kim Moisan <info@mhfinances.com> 
Envoyé : 10 septembre 2025 16:04
À : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Cc : Marilyn Houle <marilyn.houle@mhfinances.com>
Objet : [EXT] RE: Accès adjointe sur Canada-Vie Espace Affaire

Bonjour, Le voici, complété, en pièce jointe. Merci et bonne journée. De : Jobson, Marie-Claire <Marie-Claire. Jobson@ canadalife. com> Envoyé : 10 septembre 2025 15: 18 À : Kim Moisan <info@ mhfinances. com> Cc : Marilyn Houle <marilyn. houle@ mhfinances. com>

Bonjour,

Le voici, complété, en pièce jointe.

Merci et bonne journée.

 
 


De : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com> 
Envoyé : 10 septembre 2025 15:18
À : Kim Moisan <info@mhfinances.com>
Cc : Marilyn Houle <marilyn.houle@mhfinances.com>
Objet : RE: Accès adjointe sur Canada-Vie Espace Affaire

Bonjour !

Je vous annexe le formulaire qui doit être rempli pour ceci…
Merci !

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance

Nouveau service – Affaires en vigueur : Obtenez , dès le 14 juillet, un accès complet au Soutien par clavardage dans Espace Affaires apprenez-en plus via ce lien : Cette vidéo

New service – In force policies : Starting July 14th, get full access to advisor Support chat through WorkSpace starting in July. Here is a link to learn more : This video


Tél.: 581-705-4165 

📅 Book time to meet with me | Réservez du temps pour me rencontrer

 


Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

De : Kim Moisan <info@mhfinances.com> 
Envoyé : 10 septembre 2025 14:57
À : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Cc : Marilyn Houle <marilyn.houle@mhfinances.com>
Objet : [EXT] Accès adjointe sur Canada-Vie Espace Affaire

Bonjour, Merci pour votre réponse ci-dessous mais la conseillère a déjà son accès et l’authentification multi facteur. Nous voulons la marche à suivre pour avoir en plus, 2 accès adjointe sur Canada-Vie Espace Affaire? Merci de nous revenir

Bonjour,

Merci pour votre réponse ci-dessous mais la conseillère a déjà son accès et l’authentification multi facteur.

Nous voulons la marche à suivre pour avoir en plus, 2 accès adjointe sur Canada-Vie Espace Affaire?

Merci de nous revenir et bonne journée.


 
 



Début du message transféré :
De: Marie-Claire Jobson <marie-claire.jobson@canadalife.com>
Date: 5 septembre 2025 à 11:32:48 a.m. HAE
À: Marilyn Houle <marilyn.houle@mhfinances.com>
Objet: Insérez l’objet de votre courriel ici
Répondre à: Marie-Claire Jobson <marie-claire.jobson@canadalife.com>

Bonjour MARILYN,

ENGLISH MESSAGE BELOW 
Le 23 juin dernier, nous avons renforcé nos mesures de sécurité numérique dans l’Espace affaires.  Vous devez maintenant utiliser l’authentification multi facteur (AMF) pour confirmer votre identité et accéder à l’Espace affaires.  
Téléchargez l’application aujourd’hui même pour pouvoir la lier à votre compte dans l’Espace affaires.    
Deux méthodes vous sont proposées :  
  
1.	Télécharger l’application sur votre appareil mobile  Espace affaires - Authentification par appareil mobile 
OU  
2.	Télécharger l’application sur votre ordinateur Espace affaires - Authentification par navigateur 
  
Vous trouverez ci-joint deux guides de référence pour vous aider.  
Si vous éprouvez des problèmes techniques, svp contacter le Soutien technique au 1-800-475-7001.  
 Merci et bonne journée!  
  
____________________________________________________________________________________________________________________ 
Hello,  
 On June 23, we strengthened our digital security measures in Workspace. You are now required to use Multi-Factor Authentication (MFA) to verify your identity and access Workspace.  
 Download the app today to link it to your Workspace account.  
You have two options:  
 
1.	Download the app on your mobile device Setting up and using the Salesforce Authenticator - Job aid for Mobile device
OR  
2.	Download the app on your computer browser job aid-authentication-for-workspace 
 
Attached are two reference guides to assist you.  
If you experience technical issues, please contact Technical Support at 1-800-475-7001.   
Thank you and have a great day!  

Sylvie Tremblay
Représentante régionale des ventes – Assurance 
sylvie.tremblay@canadavie.com  |  514 878-6127  


Marie-Claire Jobson| ACS
Associée régional des ventes, Assurances
marie-claire.jobson@canadalife.com | 581-705-4165
📅 https://outlook.office365.com/owa/calendar/Bookings_marie-claire.jobson@canadalife.com/bookings/ 
 
Visit  canadalife.com      Follow us on  Facebook  |  Twitter  |  LinkedIn  |  YouTube  |  Instagram 
Rendez-vous au :  canadavie.com      Suivez-nous sur : Facebook  |  Twitter  |  LinkedIn  |  YouTube  |  Instagram 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-17T23:46:44.000+0000,False,False,005OH00000AbCcLYAV,2025-11-17T23:46:44.000+0000,005OH00000AbCcLYAV,2026-03-19T17:46:38.000+0000,0055o000001zVCKAA2,2026-03-19T17:46:38.000+0000,(819)566-7070X2111,(819) 679-2694,marilyn.houle@mhfinances.com,(819)821-0117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g3bpGYAQ,False,,23828944,0035o000006Z3xUAAS,0015o0000075SCGAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T00:03:50.000+0000,False,False,005OH000002iJPDYA2,2025-11-18T00:03:50.000+0000,005OH000002iJPDYA2,2025-11-18T00:03:51.000+0000,005OH000002iJPDYA2,2025-11-18T00:03:51.000+0000,(778)837-3615,,vanessaxu@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g3dsgYAA,False,,23829140,003G0000018f7GLIAY,0010A000002wPL8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,LB policy details,Medium,"Hi Cedric, 

Thank you for contacting Workspace Support team.  

Please note that providing policy details falls outside the scope of our support capabilities.

However, you may contact Canada Life CSC LB  team by email at : LivingBenefitsClientService@canadalife.com or calling 1-888-252-1847.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
  
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Cedric Larigaldie <Cedric@aspirewealth.ca> 
Sent: November 17, 2025 12:13 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] KEVIN DELISLE-GILBERT

Hello Team, I reach you about this policy : KEVIN DELISLE-GILBERT 60026161C. I am Cedric Larigaldie H1598 I would like more information of the Return of premium. When can he ask the return, and will have it 100% of the premium back? Thank you
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Team,

I reach you about this policy : 
KEVIN DELISLE-GILBERT
60026161C.

I am Cedric Larigaldie H1598

I would like more information of the Return of premium.

When can he ask the return, and will have it 100% of the premium back? 

Thank you . 


Cheers.

 	 	CÉDRIC LARIGALDIE MFA-P  
Wealth Coach     613-254-8484

AspireWealth.ca     


Book a meeting with me





The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un viru.",True,2025-11-18T00:15:40.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T00:15:40.000+0000,005OH00000AbCcLYAV,2025-11-18T00:16:01.000+0000,005OH00000AbCcLYAV,2025-11-18T00:16:01.000+0000,(613)254-8484,(613) 883-7395,cedric@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g3dxXYAQ,False,,23829488,0031600002RdvjwAAB,0010A000002wNtUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge,Medium,"*11/17*
----------------

amended 5294607464


001OH00000SXW4LYAX
8009405-7 IIP
CLNTID: 0003738754

001OH00000dkDrvYAE
S0003916P CIIP3
CLNTID: 5294607464

Joseph Francis <joe@boldfs.ca>
https://workspace.canadalife.com/workspace/s/account/001OH00000SXW4LYAX/karrie-g-vandenberg
https://workspace.canadalife.com/workspace/s/account/001OH00000dkDrvYAE/karrie-g-vandenberg

*email*
----------------


Good afternoon Joseph, 

Thank you for contacting the Workspace Support Team regarding your merge issue.

We have amended the clients accounts in our system; you should find that the merge prompt should appear in workspace in roughly 2-4 business days. If it does not appear after that time, or you have questions and concerns please reply to this email and we will investigate further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Joseph Francis <joe@boldfs.ca> 
Sent: November 7, 2025 10:09 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Please merge 23829488

https: //workspace. canadalife. com/workspace/s/account/001OH00000SXW4LYAX/karrie-g-vandenberg https: //workspace. canadalife. com/workspace/s/account/001OH00000dkDrvYAE/karrie-g-vandenberg Thank you Joseph Francis Founder, Bold Financial Solutions
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
https://workspace.canadalife.com/workspace/s/account/001OH00000SXW4LYAX/karrie-g-vandenberg
https://workspace.canadalife.com/workspace/s/account/001OH00000dkDrvYAE/karrie-g-vandenberg

Thank you

 


 	Joseph Francis 
Founder, Bold Financial Solutions 
226 378 7748  |  joe@boldfs.ca  |  www\.boldfs\.ca

""Freedom lies in being bold."" - Robert Frost",True,2025-11-18T00:49:15.000+0000,False,False,005OH000008919xYAA,2025-11-18T00:41:58.000+0000,005OH000008919xYAA,2025-11-18T00:49:15.000+0000,005OH000008919xYAA,2025-11-18T00:49:15.000+0000,(226)378-7748,(226) 378-7748,joe@boldfinancialsolutions.ca,(519)435-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,136.0
500OH00000g4uDDYAY,False,,23831477,0030A0000029kOeQAI,0010A000002w7kMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application error,Medium,"*** DDS Nov 18th, 2025 ***
User had an error when submitting application 60920002-2 for a client. Client did not receive anything and when opening application again, the medical portion disappeared. It's likely a bug that will not happen again.
==============
Bonjour Audrey,

C’était un plaisir de vous parler aujourd’hui au sujet d’une erreur au moment d’envoyer la proposition 60920002-2 sur Simplement Protégé.

Cette erreur est un bug qui a supprimé des informations remplies dans la proposition, dont la partie médicale, et n’a donc pas envoyé la proposition au client. Je m’excuse de ceci,

Sans pouvoir vous le certifier, ce bug ne devrait pas se reproduire, un nouvel envoi de la proposition devrait fonctionner sans problème. Si jamais vous rencontrez un blocage, un message ou une erreur, n’hésitez pas à nous contacter pour que l’on puisse vous aider à compléter et soumettre la proposition.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-18T14:28:03.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-18T13:54:55.000+0000,005OH00000AbJ7aYAF,2025-11-18T14:28:04.000+0000,005OH00000AbJ7aYAF,2025-11-18T14:28:04.000+0000,(514)531-2484,,info@courtiervie.com,(877)578-4631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g4z1XYAQ,False,,23830735,003G0000018f6VFIAY,0010A000002wORwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Product Illustration,Medium,"**DDS**11/18/2025
 JACQUES LEGAULT
	(450) 743-0257
jacques.legault@bltheroux.qc.ca

LL17357
W2741
user called having issue to log in product illustration-account was locked due to too many attempt.
using KB0023420
reset user password and change the language setting 
clear cache and cookies however still having same issue.
send to second level team.",True,2025-11-18T14:10:37.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-18T13:23:42.000+0000,005OH00000AZ3ZxYAL,2025-11-18T14:12:26.000+0000,005OH00000AZ3ZxYAL,2025-11-18T14:12:26.000+0000,(450)743-0257,(450) 743-0257,jacques.legault@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g51bEYAQ,False,,23830808,003G0000018f7GoIAI,0010A000002wPLbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't login to Product Illustration,Medium,"Name: Stephanie Serra
Advisor or support staff: Advisor support
Advisor Code:15954 
Advisor Name:JOHN RAYMOND DI CESARE
CL Advisor ID - W5404	
Phone: 416-491-1771
Email:stephanie@corpsolutionsteam.com			
1. Siebel verification: n/a
2. Last Login to Workspace: today

Issue: Product Illustrations
received email from DM Oct 30 saying she now has access
but the password isn't working. --Pre 2017
LL86297 is what she was given. she can access Product Illustrations from Workspace BUT not from the desktop version which is what she needs.

checked KB0021778/KB0023420 but also called Assist Desk/spoke to Jennifer--she will have to look into further and get back to me. 

Advised her we will look into/get back to her/sent follow up

RESOLUTION: 

Jennifer noted to check KB0021168  its not a dds kb and also kb KB0022935

stephanie.serra@clext is the only user id found. she doesnt have an @llext or @londonlife.biz ID as per the kb when checked in ISAM. Jennifer at assist checked also and noted as per the KB to have Stephanie contact her Regional Office Manager/Operations Manager (may also be known as their BSA for ADSL advisor, or RSA for independent distributors) to request a Security Access Request be submitted to correct their missing access.

SENT FOLLOW UP
--------------------------------------***DDS  11/18/2025***--------------------------
Hello Stephanie,

Thanks for your patience wile we investigated your login issue with accessing Product Illustrations Pre-2017 desktop version.

You will need to reach out to your Regional Office Manager/Operations Manager (may also be known as your BSA) to request a Security Access Request be submitted to correct their missing access, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/18/2025***--------------------------
Hello Stephanie,

Thank you for contacting Workspace Support today regarding accessing Product Illustrations Pre-2017 desktop version.
 
As discussed, we will investigate your access for this and get back to you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-18T17:12:30.000+0000,False,False,005OH00000AUS7aYAH,2025-11-18T13:27:38.000+0000,005OH00000AUS7aYAH,2025-11-18T17:12:30.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:28.000+0000,(416)491-1771X229,(905) 409-0785,john@corpsolutionsteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g56FuYAI,False,,23831320,003OH00000WA3NOYA1,001OH00000dL2WvYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor wanted to know how to change Preferred Name 
========================
Hello Mohsen, 

Thank you for contacting Workspace Support. It was our pleasure in helping you keep your personal information up-to-date with Canada Life. 

Your voice matters! Let us know what you thought about the quality of service provided by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T13:55:55.000+0000,False,False,005OH00000BFQFGYA5,2025-11-18T13:49:11.000+0000,005OH00000BFQFGYA5,2025-11-18T14:01:23.000+0000,005OH00000BFQFGYA5,2025-11-18T14:01:23.000+0000,(416)821-5546,,mohdoroudian@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g592WYAQ,False,,23832054,0030A0000029eF6QAI,0010A000002w2duQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T14:12:35.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T14:12:35.000+0000,005OH000004oiYEYAY,2025-11-18T14:12:36.000+0000,005OH000004oiYEYAY,2025-11-18T14:12:36.000+0000,(519)837-1530,,dan@cremasco.com,(519)836-8099,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5AONYA2,False,,23832617,0030A0000029aboQAA,0010A000002vziJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T14:25:37.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T14:25:37.000+0000,005OH000004oiYEYAY,2025-11-18T14:25:38.000+0000,005OH000004oiYEYAY,2025-11-18T14:25:38.000+0000,(519)770-0007,(647) 278-0008,raj.bale@edwardjones.com,(877)335-0756,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5BVkYAM,False,,23832656,003G0000018f6fHIAQ,0010A000002wOdJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T14:26:28.000+0000,False,False,005G0000002gxxjIAA,2025-11-18T14:26:28.000+0000,005G0000002gxxjIAA,2025-11-18T14:26:28.000+0000,005G0000002gxxjIAA,2025-11-18T14:26:28.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5FvuYAE,False,,23831687,003G0000018f6eIIAQ,0010A000002wOcKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Tab in Investment centre not working,Medium,"Name: ROCCO ROMUALDI
Advisor or support staff: Advisor 
Advisor Code:08027/ F1482
Advisor Name: ROCCO ROMUALDI	
Phone: (416) 705-3617
Email: rocco@romualdifinancial.com		
1. Siebel verification: VERIFIED
2. Last Login to Workspace: NOW

Issue:Trying to access Investment centre -
can't access a specific tab/error. last time it worked was Nov 14.

FINDINGS: DID LOG ME IN. Clicks on Investment centre, Portfolio Report, checked Include History, Change date from Jan 1st to date. Report is generated and then this error below. Doesn't matter which client/whether he clicks includes history or not or dates, same error. 

FOUND KB0023444, he already had this setup but with 443 on the end, edited/removed/updated and had his sign out completely and sign in again to check, similar error. 
side note his son has access to book of business/but also can't print this report.

---

ERROR BELOW AND SCREENSHOT ATTACHED TO THIS CASE ALSO.
Fatal Error Component
System Error:
The previous server action led to a system error.
Please contact your system administrator if the problem persists.
Reference ID: 974E3E5B-0A780C14-7B640E3D-558948C8

advised Rocco I'll look into/get back to him on this. 

--------------------------------------***DDS  11/18/2025***--------------------------
RESOLUTION: CHECKED WITH QUESTION CORNER. JONATHAN PROVIDED 
You can follow this KB0023331 and refer it to our Wealth Reporting Support team
Digital Enablement - Investment Centre - Issues or questions with reports | ITSM - Canada Life

SENT FOLLOW UP TO ROCCO/CLOSING CASE.

-------------------------------------***DDS 11/18/2025***--------------------------
UPDATE RECEIVED. 
-------------------------------------***DDS 11/18/2025***--------------------------
Hi Anita

You can close the file as the error message is no longer their. It appears it has been resolved as I am now able to get the information I was looking for.

Thanks again for your help.
Cheers!

ROCCO ROMUALDI 
Investment Representative

--------------------------------------***DDS  11/18/2025***--------------------------
Hello Rocco,

Thank you for your patience while I investigated this issue further for you.

Unfortunately, the Workspace Support team is not equipped to resolve this error for you as you’re seeing the error with the reports inside Investment Centre.

Please contact the Wealth Reporting Support mailbox at, wealthreportingsupport@canadalife.com  for assistance and they will be able to help, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



--------------------------------------***DDS  11/18/2025***--------------------------
Hello Rocco, 

Thank you for contacting Workspace Support today regarding an error when accessing Investment Centre.

During our LogMeIn session I was able to replicate this error with you and have captured the information for further investigation.

As soon as I have an update I will get back to you, thanks again for your patience.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-18T16:00:27.000+0000,False,False,005OH00000AUS7aYAH,2025-11-18T14:01:43.000+0000,005OH00000AUS7aYAH,2025-11-18T17:50:45.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:16.000+0000,(416)705-3617,(416) 705-3617,rocco@romualdifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5O39YAE,False,,23833305,0030A0000029aboQAA,0010A000002vziJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T14:42:01.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T14:42:01.000+0000,005OH000004oiYEYAY,2025-11-18T14:42:02.000+0000,005OH000004oiYEYAY,2025-11-18T14:42:02.000+0000,(519)770-0007,(647) 278-0008,raj.bale@edwardjones.com,(877)335-0756,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5OzBYAU,False,,23832255,0030A000007SXjNQAW,0010A000008KMcxQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,IC FATAL ERROR COMPONENT - INC1860768,Medium,"*** DDS 19NOV2025 ***
ticket marked as resolved, Indiv Cust Tech - WS-Dealership reached out to user directly who confirmed issue resolved, closing case

Advisor cannot generate reports/summaries via Investment Centre for all clients, see INC for screenshots of error. 
===================================
Hello Kaila, 

Thank you for contacting Workspace Support. We are actively working on the error in generating summaries for clients through Investment Centre. 

We will continue to keep you informed of any changes or resolutions while we work through this error. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T16:16:00.000+0000,False,False,005OH00000BFQFGYA5,2025-11-18T14:17:29.000+0000,005OH00000BFQFGYA5,2025-11-19T16:16:00.000+0000,005OH000006wv2TYAQ,2025-12-13T02:02:16.000+0000,(705)774-1447,,kaila@soundwealthfinancial.ca,(705)746-7532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5PDiYAM,False,,23832390,0030A0000029XtKQAU,0010A000002vxPHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T14:21:15.000+0000,False,False,0055o000001NWfMAAW,2025-11-18T14:21:15.000+0000,0055o000001NWfMAAW,2025-11-18T14:21:16.000+0000,0055o000001NWfMAAW,2025-11-18T14:21:16.000+0000,(905)888-7900X2205,(416) 828-2572,ziyangsheng@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5QOHYA2,False,,23832358,003G0000018f71fIAA,0010A000002wP4zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM extract error,Medium,"****DDS*** 11/18/2025
User called as they were having issues downloading the CRM data for clients, followed KB0021997 which said to refer to their TSP. 


*****email chain***

Hello Charmaine,

       Thank you for calling Canada life workspace support. It was a pleasure assisting you today. For this issue, I will have to refer you to your TSP for assistance. Your TSP is @Van Esch, Jacqueline. She should be able to assist you with the issue you are having with the flash drive reading as access denied, with no where to put the recovery key. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T14:47:11.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T14:20:27.000+0000,005OH00000BFQFHYA5,2025-11-18T14:50:22.000+0000,005OH00000BFQFHYA5,2025-11-18T14:50:22.000+0000,(905)623-0443,(905) 442-8732,larry.gilks@bowmanvillefinancialadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5RtxYAE,False,,23835297,0030A0000029bz4QAA,0010A000002w0oEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:22:39.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T15:22:39.000+0000,005OH000003ds0PYAQ,2025-11-18T15:22:39.000+0000,005OH000003ds0PYAQ,2025-11-18T15:22:39.000+0000,(613)384-7511X205,,paul.fisher@pro-invest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5VhLYAU,False,,23833489,003G0000018f6bUIAQ,0010A000002wOYmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor receiving processing error within investment center, will be providing assist with information to escalate issue.
******
Hi Rahman, thank you for contacting workspace support today.

To recap our conversation there was an error while trying to access information within your investment centre within the enhanced portfolio. This issue has been escalated, and we should be reaching out to you soon with an update.",True,2025-11-18T14:53:25.000+0000,False,False,005OH00000BFQFCYA5,2025-11-18T14:46:21.000+0000,005OH00000BFQFCYA5,2025-11-18T15:47:03.000+0000,005OH00000BFQFCYA5,2025-11-18T15:47:03.000+0000,(416)568-5264,(416) 568-5264,rahman@alifinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5W77YAE,False,,23832811,003G0000018f6guIAA,0010A000002wOhAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Product Illustration,Medium,"User was receiving an error message when signing into Product Illustration. Referred to KB0023362, user reset password self guided. User also inquired about the premium vacation being grey out (referred to KB0011297)

Email: nigelakettle@gmail.com 
Code: LL28834 

******************************************
Good morning Nigel, 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product illustration!
 
I'm glad you were able to sign into Product Illustration by resetting your password through the self-care website. Regarding the premium vacation option being grayed out, that is because the Premium Vacation is not available under the current dividend scale. If you do have further questions regarding this please contact, InforceParIllustrations@canadalife.com.
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T15:00:21.000+0000,False,False,005OH00000BG5v4YAD,2025-11-18T14:30:14.000+0000,005OH00000BG5v4YAD,2025-11-18T15:07:48.000+0000,005OH00000BG5v4YAD,2025-12-13T02:02:28.000+0000,(416)936-1967,(416) 936-1967,nigelakettle@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5XfvYAE,False,,23833316,0035o0000073am8AAA,0015o000007grFwAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Workspace,Medium,"Name: GEHED GHOSN-TAIMANE
Advisor or support staff: Advisor 
Advisor Code:H9139 MGA
Advisor Name: goes by Johnny seen in Siebel.	
Phone: (506) 871-9353
Email: johnny.ghosn@gmail.com		
1. Siebel verification: completed
2. Last Login to Workspace: few months ago

Issue: In the Process of changing to new MGA
New agent code received last week from Ashley Jame BPI (the new company) but can't login to Workspace. no error

FINDINGS: SF PROFILE FOR MGA IS SETUP/active/not locked
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o0000026GINAA2%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o0000073m11AAA%26cntc%3D0035o0000073m11AAA%26id%3D0055o0000026GINAA2

RESOLUTION: Did a logmeinsession. had him sign in, he uses SF auth, had him sign in with the code. he wasn't sure which app he was using. 
he also asked to check if the new code is tied to this mga workspace. checked with Jermie/assist desk and he noted its not seen in Workspace but because he has access this is confirmed its due to the new code.

SENT FOLLOW UP
--------------------------------------***DDS  11/18/2025***--------------------------
Hello Johnny, 

Thank you for contacting Workspace Support today regarding accessing your MGA Workspace.

During our LogMeIn session you were able to sign into workspace and authenticate using your Salesforce Authenticator app on your cell phone.

We made sure this worked by having you sign out/in again.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-18T15:03:57.000+0000,False,False,005OH00000AUS7aYAH,2025-11-18T14:42:12.000+0000,005OH00000AUS7aYAH,2025-11-18T15:03:57.000+0000,005OH00000AUS7aYAH,2025-11-18T15:03:57.000+0000,(506)871-9353,,johnny.ghosn@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5aaYYAQ,False,,23834090,003G0000018f7ENIAY,0010A000002wPJAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor is having an issue accessing the reports in investment Centre we did troubleshooting however we still were not successful this has been escalated to second level. INC1860672

*********
Hi Norman, thank you for contacting workspace support today.

To recap our call, you were having some issues within the investment centre where an error occurs, we tried some troubleshooting however we were not successful. I have escalated these issues to our second level I have provided the ticket number within the subject line, and we should be in touch shortly.",True,2025-11-18T15:42:21.000+0000,False,False,005OH00000BFQFCYA5,2025-11-18T14:58:59.000+0000,005OH00000BFQFCYA5,2025-11-18T15:46:06.000+0000,005OH00000BFQFCYA5,2025-11-18T15:46:06.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5csUYAQ,False,,23834275,0030A000005WtgXQAS,0010A000006GWvrQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:02:42.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T15:02:42.000+0000,005OH000004oiYEYAY,2025-11-18T15:02:43.000+0000,005OH000004oiYEYAY,2025-11-18T15:02:43.000+0000,(519)351-2992,,joe.mares@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5desYAA,False,,23833677,0031600002Olz7zAAB,0010A000002wNmyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to click next on existing coverage screen - INC1860236,Medium,"*** DDS 20NOV2025 ***
f/u email sent, closing

*** DDS 19NOV2025 ***

Asked user to re-try and confirm

****** SP 18 Nov 2025 *******
Databse updated, please validate if the advisor is able to proceed.

Issue tracked in https://prd-can-lifeco.atlassian.net/browse/AL1-7808


***DAS Nov 18 2025****
""application 60920254-8
    ""pageState"": ""existingCoverage"",

No magnum data

*** DDS 18NOV2025***
INC1860236 submitted:

****DDS*** 11/18/2025
User was unable to click next on the existing coverage screen, tried clearing cache and cookies but seems like nothing worked. Escalated to 2nd level.

---------------------------------------------------------EMAIL CHAIN:
Hello Brett,

I am following up with you regarding the email below. Please let me know if you are still having issues with the Simple Protect app or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Brett,

I have heard back from our Simple Protect team and they have applied a data fix to the application. Can you please confirm if you are able to move forward and submit the application? 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
Hello Brett,

Thank you for contacting Workspace Support today regarding the Simple Protect error for application 60920254-8 where you were unable to move past the existing coverage page. We have escalated a ticket to our Digital Hub team for investigation and will follow up with you as soon as we hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T16:35:04.000+0000,False,False,005OH000006wv2TYAQ,2025-11-18T14:50:31.000+0000,005OH00000BFQFHYA5,2025-11-20T16:35:04.000+0000,005OH000006wv2TYAQ,2025-11-20T16:35:04.000+0000,(289)337-4440,(647) 406-6881,brett.reeder@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5emIYAQ,False,,23835614,0030A00000BzCHmQAN,0010A00000CZmkzQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:29:12.000+0000,False,False,0050A000000WjqvQAC,2025-11-18T15:29:12.000+0000,0050A000000WjqvQAC,2025-11-18T15:29:13.000+0000,0050A000000WjqvQAC,2025-11-18T15:29:13.000+0000,(613)446-4507,,robyn@lucra.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5esgYAA,False,,23833637,0030A0000029e1vQAA,0010A000002w2RWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Scott,

As mentioned in my previous email, please see below for your password-protected Excel file:
8HRBTMR9HG

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Scott,

Please find the attached file of the requested Insurance Client Listings report via Regional Sales Representative team. A separate Password Email will follow to access this password-protected Excel file. 


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Stephanie,

Thank you for your response. 

This request is now complete and sent to the advisor, scottg@ridgewealth.com due to client sensitive data and security protocols.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: November 14, 2025 5:22 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: Full client listing to: H4874 /Case23776179

Hi, 

With my limited access I’m seeing it related to SCOTT GRANT. 

 

Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC   V7X 1K8

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.

 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 14, 2025 10:40 AM
To: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>
Subject: RE: Full client listing to: H4874 /Case23776179

Good day Stephanie,

Our team received your request from CANINDSERV team for H4874 Insurance Client Listings report. Please note this a corporate code. Could you please provide us the advisor code used to submit business under for us to look into?

Please note the requestor, Richard Chiu do not have third-party access (TPA) for the requested code for us to send information. Please have the appropriate party fill out the attached TPA form and submit it to Distribution_Methodology@canadalife.com to have the information processed.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: November 10, 2025 5:49 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: processing@ridgewealth.com; Admin@ridgewealth.com
Subject: Full client listing to: H4874

Hi @CANINDSERV,

Please provide the advisor with a full Canada life inforce listing. 

Thank you, 
Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC   V7X 1K8

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.

 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Processing Team <processing@ridgewealth.com> 
Sent: November 10, 2025 10:57 AM
To: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>
Cc: Elena Bitelli Ravenhill <Admin@ridgewealth.com>
Subject: [EXT] Candalife Term Renewal Query

Hi Stephanie, I hope this email finds you well. Is there a way we can see a list of term renewals that are upcoming? Or somehow receive notifications several months to a year in advance for term renewals? If you have any questions, please don't
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Stephanie,

I hope this email finds you well.

Is there a way we can see a list of term renewals that are upcoming? Or somehow receive notifications several months to a year in advance for term renewals?

If you have any questions, please don't hesitate to reach out. 
 
Best regards,
 
Richard Chiu Executive Assistant to Scott Grant
Ridge Planning Group Inc.  | Customplan Financial Advisors
O 604 558 5609 | F 604 259 8595 | E processing@ridgewealth.com
#1160, 1090 West Georgia Street | Vancouver, BC V6E 3V7 Tel: 604.687.7773  Fax: 604.687.7763
www.customplanfinancial.com |www. ridgewealth.com 
Click HERE to Book a Meeting with Our Team
 Click HERE or the e-Courier logo to send a confidential file or message.
 
Privacy & CASIL Policy
This email and any files transmitted with it are privileged, confidential, subject to copyright and intended solely for the use of the individual or entity to whom they are addressed. Views expressed are those of the user and not necessarily those of the companies listed above or its subsidiaries. Any unauthorized use, copying, distribution, or disclosure, either whole or in part, is prohibited. Please notify Ian and destroy this message immediately if you have received this communication in error. Please note that e-mails are not private, may not reach their destination, may not be opened on a timely basis, or may not be executed if they contain errors or omissions. I also have a secure email system that is used to send any private information. Thank you for your assistance and co-operation. 
Please consider the environment before printing this email 
If you no longer wish to receive emails of this nature, please reply with Unsubscribe in the subject line).",True,2025-11-18T14:49:38.000+0000,False,False,005OH0000071DK9YAM,2025-11-18T14:49:38.000+0000,005OH0000071DK9YAM,2025-11-18T14:49:39.000+0000,005OH0000071DK9YAM,2025-11-18T14:49:39.000+0000,(778)999-3387,(778) 999-3387,scottg@ridgewealth.com,(604)687-7763,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5ki0YAA,False,,23835541,0030A0000029ngUQAQ,0010A000002wAWKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:27:39.000+0000,False,False,0050A000000WjqvQAC,2025-11-18T15:27:39.000+0000,0050A000000WjqvQAC,2025-11-18T15:27:40.000+0000,0050A000000WjqvQAC,2025-11-18T15:27:40.000+0000,(613)224-8344,(613) 799-7641,mitch.lemaire@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5nBBYAY,False,,23834158,003OH00000MC4rGYAT,001OH00000QyT0EYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration,Medium,"Advisor do not ahve a RepNet ID yet.. advised to send request to distribution_methodology@canadalife.com to create his RepNet ID

================

Hi Harry,

Thank you for contacting the workspace support about registering to workspace.

We have identified that you do not have an active RepNet ID yet which is very important for you to successfully register to workspace. In line with this situation , I have referred you over to the distribution_methodology@canadalife.com to request for a new RepNet ID as they are the one who would be able to create once for you.

I understand this must be frustrating for you and as much as I want to guide you to register to workspace it’s just that we need to make sure that we have an active RepNet ID first. Appreciate you’re understanding on this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.",True,2025-11-18T15:20:45.000+0000,False,False,005OH00000BFPZHYA5,2025-11-18T15:00:23.000+0000,005OH00000BFPZHYA5,2025-11-18T15:50:23.000+0000,005OH00000BFPZHYA5,2025-11-18T15:50:23.000+0000,(613)225-1555X22,,harryisraelsanders@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5onFYAQ,False,,23835609,0030A0000029mSDQAY,0010A000002w9RwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- login error ERR-W1282,Medium,"User is receiving an error message when attempting to sign into Workspace. (KB0020561) 

Email: peacelifefinancial@gmail.com

********************************
Good morning, Bo

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding signing into Workspace! 
 
As indicated over the phone, unfortunately you could not pass authentication for us to disconnect your MFA (two-factor authentication). I suggest you contact your MGA and request them to update your phone number and email address to ensure we have the most update information. Once this is completed, please give us a call back and we can assist you with resetting your MFA and helping you sign into your Workspace account! 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T16:03:44.000+0000,False,False,005OH00000BG5v4YAD,2025-11-18T15:29:08.000+0000,005OH00000BG5v4YAD,2025-11-18T16:03:44.000+0000,005OH00000BG5v4YAD,2025-11-18T16:03:44.000+0000,(905)479-5806,,jin5111@hotmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5q2fYAA,False,,23837625,0030A0000029Xm1QAE,0010A000002vxINQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:03:30.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T16:03:30.000+0000,005OH000003ds0PYAQ,2025-11-18T16:03:30.000+0000,005OH000003ds0PYAQ,2025-11-18T16:03:30.000+0000,(705)472-9900,,michael.hutchison@raymondjames.ca,(705)472-8200,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5qnNYAQ,False,,23834427,0030A000008Eo7XQAS,0015o000008Cyt8AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:05:57.000+0000,False,False,005OH000002N6huYAC,2025-11-18T15:05:57.000+0000,005OH000002N6huYAC,2025-11-18T15:05:58.000+0000,005OH000002N6huYAC,2025-11-18T15:05:58.000+0000,(819) 758-7922,,mlgilbert@agfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5rTOYAY,False,,23836062,003G0000018f6jIIAQ,0010A000002wOjWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:37:11.000+0000,False,False,005OH00000245RQYAY,2025-11-18T15:37:11.000+0000,005OH00000245RQYAY,2025-11-18T15:37:11.000+0000,005OH00000245RQYAY,2025-11-18T15:37:11.000+0000,(514)791-3473,(514) 791-3473,patrick.beauchamp@sfprogestion.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5tLSYAY,False,,23835057,003G0000018f779IAA,0010A000002wPATQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***2025/11/18***
 
 
==================================================================================
Changed the middle initial over to the middle initial field.  
LL Client ID: 5888313420  CL Client ID: 0260268042
==================================================================================
 
***Email Chain***
 Hello Laurie,

Thank you for contacting Workspace Support regarding your merge issue. We have corrected the accounts in our system, and you will be able to merge the accounts using the merge prompt in 2-4 business days If you have any other questions, please reach out and let us know!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Monday, November 10, 2025 7:03 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Laurie Bento (laurie@ rightpathfinanciallondon. com) has submitted a merge issue. Client details: First name: Laurie Middle name (if applicable): J Last name: Bento DOB: August 17, 1973 Policy Number(s): 310136553,141013648,141047564,099808484U,40624307,4815949-7,9565754-0,B636405-7,E227554T
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Laurie Bento (laurie@rightpathfinanciallondon.com) has submitted a merge issue.
 
Client details:
First name: Laurie
Middle name (if applicable): J
Last name: Bento
DOB: August 17, 1973
Policy Number(s): 310136553,141013648,141047564,099808484U,40624307,4815949-7,9565754-0,B636405-7,E227554T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/asset/02i0A000003RcmDQAS/141013648
URL 2: https://workspace.canadalife.com/workspace/s/asset/02i0A000003RcmDQAS/141013648
URL 3: 
URL 4: 
Additional details:",True,2025-11-18T15:17:52.000+0000,False,False,005OH00000BFPZIYA5,2025-11-18T15:17:52.000+0000,005OH00000BFPZIYA5,2025-11-18T15:18:16.000+0000,005OH00000BFPZIYA5,2025-11-18T15:18:16.000+0000,(519)670-4397,,laurie@rightpathfinanciallondon.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5tuxYAA,False,,23835195,0030A00000A3CsSQAV,0010A00000Ac6J9QAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:20:37.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T15:20:37.000+0000,005OH000003ds0PYAQ,2025-11-18T15:20:38.000+0000,005OH000003ds0PYAQ,2025-11-18T15:20:38.000+0000,(866)627-6742,,paul.belanger@td.com,(705)472-4894,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5uB9YAI,False,,23838186,003G0000018f6QWIAY,0010A000002wOMsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Investment Centre,Medium,"When user loged into the Investment center there was a blue pop up message in which he can not close as there was not, x or minimize button shown. User spent a long time moving the curser to find the invisible x to close the pop up. 

Code: 13450
Email: ron@wascanafinancial.com 

************************************************
Good morning, Ron

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the investment center issue!
 
Thank you for informing us of the issue that was occurring in the investment center, I have informed it to the level 2 team so they are aware of the issue can investigate a potential fix. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Antia J  
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Antia.Jeyaseelan@canadalife.com
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T16:29:50.000+0000,False,False,005OH00000BG5v4YAD,2025-11-18T16:12:20.000+0000,005OH00000BG5v4YAD,2025-11-18T16:29:51.000+0000,005OH00000BG5v4YAD,2025-12-13T02:02:16.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5vGrYAI,False,,23835775,003G0000018f6tDIAQ,0010A000002wOuwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***2025/11/18***
 
 
==================================================================================
 
Changed LL Policy name to match CL Policy.
 LL Client ID: 2715846232  CL Client ID: 1687780594
==================================================================================
 
***Email Chain***
Hello Towela,

Thank you for contacting Workspace Support regarding your merge issue. We have corrected the accounts in our system, and you will be able to merge the accounts using the merge prompt in 2-4 business days If you have any other questions, please reach out and let us know!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Monday, November 10, 2025 3:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission - C23835775

This is an alert to let you know that Towela Chileshe (admin@ eternalwealth. ca) has submitted a merge issue. Client details: First name: RONALD JASON Middle name (if applicable): Last name: DELANEY DOB: April 26, 1974 Policy Number(s): 60730108T,B719110-9
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Towela Chileshe (admin@eternalwealth.ca) has submitted a merge issue.
 
Client details:
First name: RONALD JASON
Middle name (if applicable): 
Last name: DELANEY
DOB: April 26, 1974
Policy Number(s): 60730108T,B719110-9
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH000002MaNHYA0/r-jason-delaney
URL 2: https://workspace.canadalife.com/workspace/s/account/0015o000008U3yYAAS/ronald-jason-delaney
URL 3: 
URL 4: 
Additional details:",True,2025-11-18T15:32:03.000+0000,False,False,005OH00000BFPZIYA5,2025-11-18T15:32:03.000+0000,005OH00000BFPZIYA5,2025-11-18T15:35:54.000+0000,005OH00000BFPZIYA5,2025-11-18T15:35:54.000+0000,(587)432-2619,(403) 923-5333,jeff@eternalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5x0sYAA,False,,23835121,0030A0000029o3sQAA,0010A000002wAnLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:19:03.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T15:19:03.000+0000,005OH000003ds0PYAQ,2025-11-18T15:19:04.000+0000,005OH000003ds0PYAQ,2025-11-18T15:19:04.000+0000,(705)674-1974X132,,paulbeaulieu@pbeaulieu.ca,(705)674-0614,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5xfDYAQ,False,,23835245,0030A0000029bmyQAA,0010A000002w0e4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Richard,

As mentioned in my previous email, please see below for your password-protected Excel file:
SXT2UHNSGZ


Please let me know the best time to contact you to do a LogMeIn session if you continue to experience difficulties.

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Richard,

Please find the attached file of 82375 Money Market Client Listings report. A Password Email will follow to access this password-protected Excel file.

To view other fund names, please go to Column W and select the drop-down box.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Giulia,

I will resend this Wealth Fund Client Listings report to the advisor again shortly. Below is a reference guide for authorized users on how to open an encrypted email message. 

1. Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example error message.

 

2. Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message

 
•	Please note the ""Password Email"" I provided is not to get into this site. The “Password Email” is for the Excel file itself as it is password-protected
•	Is the website asking for a one-time verification code? This is a separate code sent to your inbox or mobile device from the email service (ex. Microsoft 365 Encryption) 
o	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
o	Please check the general inbox for the code
	Please also check spam/junk folder
o	Please copy and paste the code to eliminate any mishaps
•	Is the website asking for login credentials? This is your email login credentials 
 

3. Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password located in the ""Password Email"" I provided.
•	The only time you input the password from the ""Password Email"", is shown below as reference
•	Please copy and paste the password to eliminate any mishaps

 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Tatangelo, Giulia <Giulia.Tatangelo@canadalife.com> 
Sent: November 17, 2025 1:47 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>; performa <performa@rogers.com>
Cc: Calma, Janielle <Janielle.Calma@canadalife.com>
Subject: RE: [EXT] ""Dinosaur"" The Fly River Turtle extraordinaire
Importance: High

Hello Team, 

Following up on this inquiry. We are also requesting assistance for the advisor to help opening the encrypted email. He seems to be having issues receiving the data. 

Thank you,

Giulia Tatangelo, IFC.
Regional Sales Representative | Wealth Management
416.552.3642 | giulia.tatangelo@canadalife.com 
Let’s connect on LinkedIn

Shirley Huang, RIS.CIM.MBA.
Regional Sales Manager, Wealth Management
Phone: (416) 552-3955 | Shirley.Huang@canadalife.com

Janielle Calma 
Regional Sales Associate | Wealth Management
Ph: (204) 946-8133 | janielle.calma@canadalife.com

 

From: Tatangelo, Giulia 
Sent: November 14, 2025 9:27 AM
To: Wealth Reporting Support ; performa 
Cc: Calma, Janielle 
Subject: Re: [EXT] ""Dinosaur"" The Fly River Turtle extraordinaire

Excellent work! 

@Wealth Reporting Support can we please have a list of advisor Richard Kennedys money market clients sent to him.

Thank you kindly,

Giulia 

Get Outlook for iOS
________________________________________
From: Richard Kennedy <performa@rogers.com>
Sent: Friday, November 14, 2025 9:24:50 AM
To: Tatangelo, Giulia <Giulia.Tatangelo@canadalife.com>
Subject: Re: [EXT] ""Dinosaur"" The Fly River Turtle extraordinaire 

Giulia, I notified one client about transferring M. Mkt to Asset Allocation and will be transferring $400K which moves me to the next level. If you can access my clients with M. Mkt funds I will approach others. Thanks Richard Sent from my iPhone
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 


ZjQcmQRYFpfptBannerEnd
Giulia, 
I notified one client about transferring M. Mkt to Asset Allocation and will be transferring $400K which moves me to the next level. 
If you can access my clients with M. Mkt funds I will approach others. 
Thanks
Richard
Sent from my iPhone

On Nov 14, 2025, at 9:02 AM, Tatangelo, Giulia <Giulia.Tatangelo@canadalife.com> wrote:
 
Noooooo ☹ this Is such sad news. I was rooting for her. You did all that you could .. 

Thank you,

Giulia Tatangelo, IFC.
Regional Sales Representative | Wealth Management
416.552.3642 | giulia.tatangelo@canadalife.com 
Let’s connect on LinkedIn

Shirley Huang, RIS.CIM.MBA.
Regional Sales Manager, Wealth Management
Phone: (416) 552-3955 | Shirley.Huang@canadalife.com

Janielle Calma 
Regional Sales Associate | Wealth Management
Ph: (204) 946-8133 | janielle.calma@canadalife.com



From: Kennedy <performa@rogers.com> 
Sent: November 13, 2025 5:34 PM
To: Kathy Speight <agentkathy@aol.com>; Huang, Shirley <Shirley.Huang@canadalife.com>; Tatangelo, Giulia <Giulia.Tatangelo@canadalife.com>
Subject: [EXT] ""Dinosaur"" The Fly River Turtle extraordinaire

Hi Everyone, I thought sharing the following email from Reptilia regarding endangered animals & reptiles as pets would be beneficial. Many tried to do the right thing, unfortunately we were too late. The message that needs to be spread is
Hi Everyone, 
I thought sharing the following email from Reptilia regarding endangered animals & reptiles as pets would be beneficial. Many tried to do the right thing, unfortunately we were too late. The message that needs to be spread is ""Kindness providing a home to foreign animals and/or reptiles isn't in their best interest, wild animals should live in their natural environment. 
Richard  

I did want to let you know that despite our best efforts, Dinosaur did not make it. 
Upon her passing, our vet found she was riddled with infection; the list of things going wrong inside was not something she could overcome. 
I have included what you might see posted from media outlets- some did ask for updates whether they were positive or negative. 
I also want to thank you for rescuing her. She may not have survived as long as we would have hoped, but she lived her final days warm, safe and fed. That accomplishment is because of all of those involved in her retrieval from those waters. Thank you for caring. 

Sent to media outlets: 
""After weeks of dedicated care following her remarkable rescue - a story filled with compassion and community, we are heartbroken to share that Dinosaur, the Fly River Turtle’s journey has come to an end. She passed due to complications from a generalized infection. 
Despite encouraging signs of recovery, including her wounds healing and her energy improving, the infection was too much for her to overcome, even with the help of antibiotics and a devoted animal care team doing everything they could. 
We take comfort in knowing that Dinosaur’s final days were spent in a warm, safe, and loving environment; one filled with kindness and familiarity, rather than the cold, uncertain waters.
Dinosaurs’ story underscores the importance of responsible pet ownership and the profound impact of community and compassion. While she should never have faced such hardship, her final chapter was defined by human kindness and collective care. 
Although cases of neglected, abandoned, or escaped reptiles are sadly common, Dinosaur’s story renews our mission and strengthens our resolve to continue helping reptiles in need. 
We want to thank everyone involved who committed themselves to the safe capture, relocation and transfer of Dinosaur to Reptilia Zoo Whitby, as well as those who reached out for updates about Dinosaur - cheering her on from the sidelines of social media and news stories. Finally, we are profoundly grateful to our dedicated staff, who provided expert treatment, compassionate care, and unwavering commitment throughout Dinosaur’s journey. """,True,2025-11-18T15:21:42.000+0000,False,False,005OH0000071DK9YAM,2025-11-18T15:21:42.000+0000,005OH0000071DK9YAM,2025-11-18T15:21:43.000+0000,005OH0000071DK9YAM,2025-11-18T15:21:43.000+0000,(416)230-0094,(416) 230-0094,performa@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5yUuYAI,False,,23836277,0030A0000029Vd9QAE,0010A000002vvVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email update for workspace login,Medium,"****DDS**** 11/18/2025
User needed help updating sign in email for workspace. Authenticated caller then updated email. 

***email chain******

Hello Ronald, 

        Thank you for calling Canada life workspace support. It was a pleasure assisting you with updating your sign in email. Your account is still frozen now, once the freeze is taken off that will be communicated with you. Thank you. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T16:03:32.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T15:41:01.000+0000,005OH00000BFQFHYA5,2025-11-18T16:03:33.000+0000,005OH00000BFQFHYA5,2025-11-18T16:03:33.000+0000,(905)331-2090,,rpclarkefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5z7WYAQ,False,,23835282,0030A000003z35sQAA,0010A000004kn1mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:22:26.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T15:22:26.000+0000,005OH000004oiYEYAY,2025-11-18T15:22:27.000+0000,005OH000004oiYEYAY,2025-11-18T15:22:27.000+0000,(519)963-0351,,heather@yourgroupbenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g5zFaYAI,False,,23835310,003G0000018f6tdIAA,0010A000002wOvMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre issue,Medium,"Name: HUU TAI LE
Advisor or support staff: Advisor 
Advisor Code:F2190
Advisor Name: HUU TAI LE	
Phone: 	(514) 603-9577
Email: huutai.le@huutaifinservices.com		
1. Siebel verification: completed 
2. Last Login to Workspace: today
Issue: Investment centre/trying to do a redemption and its slow. Unable to enter the payment. ERROR

FINDINGS: Did a log me in session, she's not able to enter a payment. had her sign out and system message popped up nothing we're having system issues with Investment centre. 
ERROR SAVED TO THIS CASE.

checked with question corner/matthew noted we're not having any issues BUT I'm hearing from L2 we're sending up a bunch of tickets for IC reporting now, so something is up

Advised her to try again later today and if she's still having issues to contact us.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001djxWQAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028x7NQAQ%26cntc%3D0030A0000028x7NQAQ%26id%3D0050A000001djxWQAQ

sent follow up
--------------------------------------***DDS  11/18/2025***--------------------------
Hello Huu Tai,

Thank you for contacting Workspace support today with not being able to enter a payment in Investment Centre when processing a redemption.

As discussed, there are some system issues currently affecting Investment Centre, please try to process your redemption later today and if you’re still having issues do let us know, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-18T15:49:35.000+0000,False,False,005OH00000AUS7aYAH,2025-11-18T15:22:55.000+0000,005OH00000AUS7aYAH,2025-11-18T15:49:36.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:16.000+0000,(514)931-4242,(514) 603-9577,huutai.le@huutaifinservices.com,(514)931-3971,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g60QAYAY,False,,23835979,003G0000018f6psIAA,0010A000002wOrbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:35:52.000+0000,False,False,005OH00000245RQYAY,2025-11-18T15:35:52.000+0000,005OH00000245RQYAY,2025-11-18T15:35:52.000+0000,005OH00000245RQYAY,2025-11-18T15:35:52.000+0000,(514)262-8573,(514) 262-8573,quyen.tran@qtservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g60TQYAY,False,,23836525,003G000001AOhf9IAD,0015o000008CyeyAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:45:31.000+0000,False,False,0055o000001h4cFAAQ,2025-11-18T15:45:31.000+0000,0055o000001h4cFAAQ,2025-11-18T15:45:31.000+0000,0055o000001h4cFAAQ,2025-11-18T15:45:31.000+0000,(204) 272-6187,(204) 947-5555,michelle@dtslifestyles.ca,(204) 488-9748,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g61ndYAA,False,,23835407,0030A00000BouZ1QAJ,0010A00000CPSWwQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"*****DDS*** 11/18/2025
User Ricky called to request a MFA disconnect, authenticated and disconnected MFA.

****email chain*****
Hello Ricky, 

        Thank you for reaching out to Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T15:34:27.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T15:24:58.000+0000,005OH00000BFQFHYA5,2025-11-18T15:34:27.000+0000,005OH00000BFQFHYA5,2025-11-18T15:34:27.000+0000,(416)340-2269,,ricky.zhang@oma.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g62euYAA,False,,23836138,0030A0000029XMlQAM,0010A000002vwx4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:38:30.000+0000,False,False,0055o000001h4cFAAQ,2025-11-18T15:38:30.000+0000,0055o000001h4cFAAQ,2025-11-18T15:38:30.000+0000,0055o000001h4cFAAQ,2025-11-18T15:38:30.000+0000,(204)444-5678,,investments@obstax.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g65rFYAQ,False,,23835779,0035o000003iT6bAAE,0015o000004NJ8CAAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace-Reset MFA,Medium,"**DDS**11/18/2025
YU CHEN-MGA
yolanda009@gmail.com
	D7655
user email requesting assistance with MFA set up however there is an authenticator already set up on her account.
Need to authenticate to reset.

EMAIL=====================
Hello Yolanda
Thank you for reaching out to Workspace Support, regarding the MFA authenticator tool upon investigation there seem to have a authenticator already connected to your account.
You can tried to locate if you have add a browser MFA or the authenticator app in your cellphone however, if you cannot remember or locate the connected authenticator we can diconnect and reconnect with another MFA authenticator.
For the reset we would need to authenticate you via a phone call. If you would like to provide 2 of your available slots with your time zone we can set a meet time together or your can reach us directly on the workspace number below.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Yu CHEN, Yolanda <yolanda009@gmail.com> 
Sent: November 17, 2025 7:34 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace login (MFA tool issue)

Hi,  I'm an insurance broker and have registered workspace before. I haven't set up the multi-factor authentication (MFA) tool for my account and I was trying to do that today. However, when I logged in with my email address and password
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, 
I'm an insurance broker and have registered workspace before. I haven't set up the multi-factor authentication (MFA) tool for my account and I was trying to do that today. However, when I logged in with my email address and password the following popped up. I dont know how to proceed with the set-up. There's no barcode showing up for me to link to the authenticator app. Could you please advise how to proceed? 

 
My code with Canada Life is H7237. MGA is Meritrust Financial Group Inc.

If you could call me at 7786816929 between 10-10:30 Eastern time (any day), it would be great.

-- 
Warm Regards,
Yolanda (Yu) Chen
Insurance & Financial Advisor
Cell: 778-681-6929
Email:yolanda009@gmail.com",True,2025-11-19T18:12:21.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-18T15:32:09.000+0000,005OH00000AZ3ZxYAL,2025-11-19T18:12:21.000+0000,005OH00000AZ3ZxYAL,2025-11-19T18:12:21.000+0000,(778)681-6929,,yolanda009@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g66fFYAQ,False,,23835862,0030A000002En8hQAC,0010A0000031KyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:33:48.000+0000,False,False,005OH00000245RQYAY,2025-11-18T15:33:48.000+0000,005OH00000245RQYAY,2025-11-18T15:33:48.000+0000,005OH00000245RQYAY,2025-11-18T15:33:48.000+0000,(450)923-2383,,michael.hong@sukhongfinancial.ca,(450)923-2377,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g68Z0YAI,False,,23836010,0030A000007YZOYQA4,0010A000008QUxZQAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Banking Report Request,Medium,"report provided 

**EMAIL**

Hi Dianne,

As mentioned in my previous email, please see below for your Excel file password(s):
HK4PZEBAUB

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Dianne,

This email is regarding your request for a list of clients without banking information on Investment Centre. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients that don't have banking on file in Investment Centre. The details are as follows:

Request 1:
Advisor:Dianne Elizabeth Downie
Code:27195

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to dianne@utleyfinancialgroup.com 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EeNYpivNs0xPtt5qXNELxp4BV9buoalXB0LkUzqVI85o5g?e=zkBivj",True,2025-11-18T15:36:17.000+0000,False,False,005OH0000071DK9YAM,2025-11-18T15:36:17.000+0000,005OH0000071DK9YAM,2025-11-18T15:36:17.000+0000,005OH0000071DK9YAM,2025-11-18T15:36:17.000+0000,(519)397-5000,(519) 872-1452,dianne@utleyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g69JmYAI,False,,23836292,0030A0000029YUsQAM,0010A000002vxuYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:41:16.000+0000,False,False,0055o000002KxmIAAS,2025-11-18T15:41:16.000+0000,0055o000002KxmIAAS,2025-11-18T15:41:16.000+0000,0055o000002KxmIAAS,2025-11-18T15:41:16.000+0000,(905)333-3335,(416) 271-3863,marcello.spadafora@ig.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6CeDYAU,False,,23836413,0030A0000029nSLQAY,0010A000002wAJXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:43:27.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T15:43:27.000+0000,005OH000004oiYEYAY,2025-11-18T15:43:28.000+0000,005OH000004oiYEYAY,2025-11-18T15:43:28.000+0000,(519)659-0966,,kevlock@sympatico.ca,(519)659-9957,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6ChVYAU,False,,23837933,0030A0000029kgkQAA,0010A000002w7ynQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't view status of application,Medium,"Name: DON RAWDING
Advisor or support staff: Advisor 
Advisor Code:99354
Advisor Name: DONALD RAWDING	
Phone: (902) 765-6366
Email: drawding@assante.com		
1. Siebel verification: DONE
2. Last Login to Workspace: TODAY

Issue: sent critical illness application/can't see it. Wants to know the status of the application. Application#60907868-5. wanted to also submit the full medical/where to submit.


FINDINGS: FOLLOWED KB0021631 , FOUND one and its shows incomplete/no info listed/greyed out. 
sent an email prior to this call to nancy 647-265-1374--no response.

Called Jonathan at assist desk....he noted to refer him to his new business coordinator who will have the answers or possibly give another rep's number but let him know they may or not help.
Nancy Savignano
1-647-265-1374
NBInquiry.Team5@canadalife.com


https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001o1IsAAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HAheAAG%26cntc%3D0035o000004HAheAAG%26id%3D0055o000001o1IsAAI

SENT FOLLOW UP
--------------------------------------***DDS  11/18/2025***--------------------------
Hello Don,

Thank you for contacting Workspace Support regarding the status of your client’s critical illness application# 60907868-5.

As discussed, you checked the New Business Web App and chose Existing Application, but it wasn’t found and you’re not having any lucking reaching your new business rep.

Please reach out to the NBInquiry.Team5@canadalife.com and please do try your assigned New business rep again, Nancy Savignano 1-647-265-1374. 

You can also try another rep Christine 647-264-1595  however please do note this is not your assigned rep and may not be able to help and so its best to wait on a response from the email you sent to the team noted above or your rep.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-18T16:47:02.000+0000,False,False,005OH00000AUS7aYAH,2025-11-18T16:08:28.000+0000,005OH00000AUS7aYAH,2025-11-18T16:47:03.000+0000,005OH00000AUS7aYAH,2025-11-18T16:47:03.000+0000,(902)765-6366,,drawding@assante.com,(902)765-0095,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6GwOYAU,False,,23838303,003G0000018f6YcIAI,0010A000002wOVhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Getting back into workspace,Medium,"****DDS**** 11/18/2025
User needed help signing back into their workspace account. did a log me in session and walked user through the log in process. 


*****email chain***
Hello Brad,

     Thank you calling workspace support, it was a pleasure assisting you today. Looks like you should be fine going forward with the sign in. Might have just been an error with the password or something. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T16:26:19.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T16:14:06.000+0000,005OH00000BFQFHYA5,2025-11-18T16:26:20.000+0000,005OH00000BFQFHYA5,2025-11-18T16:26:20.000+0000,(613)748-3455X522,(613) 850-8131,brad@powefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6MldYAE,False,,23837332,003OH00000QXXUTYA5,001G000000vmyw6IAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T15:59:03.000+0000,False,False,005OH000002npWUYAY,2025-11-18T15:59:03.000+0000,005OH000002npWUYAY,2025-11-18T15:59:03.000+0000,005OH000002npWUYAY,2025-11-18T15:59:03.000+0000,(647) 739-1003,,shawn@torontomutualgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6NMuYAM,False,,23840464,0030A0000029orWQAQ,0010A000002wBRnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:48:05.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T16:48:05.000+0000,005OH000004oiYEYAY,2025-11-18T16:48:06.000+0000,005OH000004oiYEYAY,2025-11-18T16:48:06.000+0000,(519)885-8786,,sue@noblewealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6NcuYAE,False,,23839827,0030A00000ABq5KQAT,0010A00000AkrEOQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:38:07.000+0000,False,False,005OH000007fgYjYAI,2025-11-18T16:38:07.000+0000,005OH000007fgYjYAI,2025-11-18T16:38:07.000+0000,005OH000007fgYjYAI,2025-11-18T16:38:07.000+0000,(819)712-1062,,eric@investesp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6TFHYA2,False,,23838897,0030A000005fHOKQA2,0015o000008CydFAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:23:09.000+0000,False,False,0055o000001h4cFAAQ,2025-11-18T16:23:09.000+0000,0055o000001h4cFAAQ,2025-11-18T16:23:10.000+0000,0055o000001h4cFAAQ,2025-11-18T16:23:10.000+0000,(204) 837-1403,,shamaya@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6TIUYA2,False,,23840787,0030A0000029gyfQAA,0010A000002w4v3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:53:27.000+0000,False,False,005OH0000084GETYA2,2025-11-18T16:53:27.000+0000,005OH0000084GETYA2,2025-11-18T16:53:27.000+0000,005OH0000084GETYA2,2025-11-18T16:53:27.000+0000,(519)416-1600,,rachel@dfsfinancial.ca,(519)416-1660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6U4sYAE,False,,23838290,0030A00000Cb1jfQAB,0010A000002wOh1QAE,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Banking Information Report,Medium,"**WRS Email Thread** Nov 18 2025

Bonjour Marie-Ève,

Notre équipe a reçu votre demande d’un rapport bancaire le conseiller Robert Tozzi. Veuillez voir le rapport attaché qui montre les clients qui n’ont pas d’information bancaire dans le système. Un courriel avec le mot de passe sera envoyé après ce message.  

Pour votre information, ce rapport sert à voir quels clients n’ont pas leur information bancaire dans le système du centre d’investissement. 
 
Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊 Wealth support (swoogo.com)

Merci et bonne journée!

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



Salut Marie-Ève, 

Veuillez voir le mot de passe pour le document Excel envoyé: 

 LDFHSRM8
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.

S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T16:13:49.000+0000,False,False,005OH000002iN7rYAE,2025-11-18T16:13:49.000+0000,005OH000002iN7rYAE,2025-11-18T16:13:49.000+0000,005OH000002iN7rYAE,2025-11-18T16:13:49.000+0000,,,marie-eve.olivier@fl55.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6UCxYAM,False,,23839339,003G000001ANyM7IAL,0010A000002wQ9DQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***2025/11/18***
 
 
==================================================================================
Changed GWL policy and added middle name to match the CL policy. 
 GWL Client ID: 8438929422  CL Client ID: 8719850426  
==================================================================================
 
***Email Chain***
Hello Christie,

Thank you for contacting Workspace Support regarding your merge issue. We have corrected the accounts in our system, and you will be able to merge the accounts using the merge prompt in 2-4 business days If you have any other questions, please reach out and let us know!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Monday, November 10, 2025 5:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission - C23839339

This is an alert to let you know that Christie Machuk (christie@ neilandassociates. ca) has submitted a merge issue. Client details: First name: Christie Middle name (if applicable): Last name: Machuk DOB: February 16, 1986 Policy Number(s): 60327670T,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Christie Machuk (christie@neilandassociates.ca) has submitted a merge issue.
 
Client details:
First name: Christie
Middle name (if applicable): 
Last name: Machuk
DOB: February 16, 1986
Policy Number(s): 60327670T, J059260T, M003495P, N013786P
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/s/account/0015o000006usIqAAI/christie-nyx-machuk
URL 2: https://workspace.canadalife.com/s/account/0015o000006usSNAAY/christie-nyx-machuk
URL 3: 
URL 4: 
Additional details:",True,2025-11-18T16:30:19.000+0000,False,False,005OH00000BFPZIYA5,2025-11-18T16:30:19.000+0000,005OH00000BFPZIYA5,2025-11-18T16:34:25.000+0000,005OH00000BFPZIYA5,2025-11-18T16:34:25.000+0000,(780)539-5943,,christie@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6WD7YAM,False,,23838112,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:11:15.000+0000,False,False,0050A000000WjqvQAC,2025-11-18T16:11:15.000+0000,0050A000000WjqvQAC,2025-11-18T16:11:16.000+0000,0050A000000WjqvQAC,2025-11-18T16:11:16.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6WJkYAM,False,,23842081,0030A0000029aX1QAI,0010A000002vzejQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor is having issues signing onto workspace they're receiving an error (ERR-W1285). I did a remote log me in session with the advisor and assisted them with getting onto their workspace following KB0017399.

*******
Hi Surendra , thank you for contacting the workspace support today.

To recap our conversation, you were receiving an error while trying to sign onto workspace we did a remote log me in session. Tried some troubleshooting steps and reset your password. The last reset password attempt was successful. If you have any issues, feel free to let us know


We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-18T18:08:41.000+0000,False,False,005OH00000BFQFCYA5,2025-11-18T17:14:52.000+0000,005OH00000BFQFCYA5,2025-11-18T18:13:52.000+0000,005OH00000BFQFCYA5,2025-11-18T18:13:52.000+0000,(204)261-4722,(204) 294-9855,surengmehta@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6ZfeYAE,False,,23838770,003OH00000E2NF5YAN,001OH00000HhiSIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:21:23.000+0000,False,False,005OH000002npWUYAY,2025-11-18T16:21:23.000+0000,005OH000002npWUYAY,2025-11-18T16:21:23.000+0000,005OH000002npWUYAY,2025-11-18T16:21:23.000+0000,(416)695-8600,416) 562-8979,geoff.lee@ig.ca,(416)695-4480,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6ZpNYAU,False,,23839837,003OH00000SXZoVYAX,001OH00000Yk6bpYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Model Portfolio Report Request,Medium,"report provided 

**EMAIL**

Hi Crystal,

As mentioned in my previous email, please see below for your Excel file password(s):
5BEKE4EGCY

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Crystal,

Please find the attached file to identify any plans/policies currently linked to a model portfolio in Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients that have a model portfolio set up. The details are as follows:

Request 1:
Advisor: Paul Helewa
Code: 24488/39517

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to

You can view the request here - https://769372677.sharepoint.com/:x:/r/teams/MFDAProcessEvolutionTeam/Shared%20Documents/Request%20form%20-%20Plans%20with%20a%20Model%20Portfolio.xlsx?d=w9cfa0c6ecebb41688fb7d672b38a734f&csf=1&web=1&e=G5CfK0",True,2025-11-18T16:38:23.000+0000,False,False,005OH0000071DK9YAM,2025-11-18T16:38:23.000+0000,005OH0000071DK9YAM,2025-11-18T16:38:23.000+0000,005OH0000071DK9YAM,2025-11-18T16:38:23.000+0000,(647)247-0816,,crystal@helewafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6Zr1YAE,False,,23842001,0030A0000029eGeQAI,0010A000002w2fSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:13:34.000+0000,False,False,005OH0000084GETYA2,2025-11-18T17:13:34.000+0000,005OH0000084GETYA2,2025-11-18T17:13:34.000+0000,005OH0000084GETYA2,2025-11-18T17:13:35.000+0000,(416)801-3236,4168013236,elioinsurs@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6awfYAA,False,,23838584,003G0000018f6pNIAQ,0010A000002wOr6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:18:34.000+0000,False,False,0055o000001h4cFAAQ,2025-11-18T16:18:34.000+0000,0055o000001h4cFAAQ,2025-11-18T16:18:35.000+0000,0055o000001h4cFAAQ,2025-11-18T16:18:35.000+0000,(204)367-9572,(204) 781-0991,steve@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6b1VYAQ,False,,23838597,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conquest issue,Medium,"Follow up on INC1856225 by caller, info relayed to Jon.
============
Hi Jon,

For INC1856225, the solution is not really viable. On Conquest, the only possibility from client list is to archive the client and not the plan, so caller called back to get help.
I told him that you will follow up with him once the ticket gets re-investigated.
My case: 23838597

Martin Gallois
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
E: martin.gallois@canadalife.com",True,2025-11-18T16:33:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-18T16:18:46.000+0000,005OH00000AbJ7aYAF,2025-11-18T16:36:06.000+0000,005OH00000AbJ7aYAF,2025-11-18T16:36:06.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6bUZYAY,False,,23840266,0035o000003Gq68AAC,0015o000003uMSpAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration,Medium,"User is trying to sign into Product Illustration but receiving error message. Referred to KB0023362 and assisted user to reset ISAM password, error message is still being displayed. 

Email: jillian@aspireplanning.ca 
Code: LL39765

Issue Escalated to Snow",True,2025-11-18T17:30:45.000+0000,False,False,005OH0000064XtBYAU,2025-11-18T16:45:07.000+0000,005OH00000BG5v4YAD,2025-11-18T17:30:45.000+0000,005OH0000064XtBYAU,2025-12-13T02:02:37.000+0000,(780)440-0733,,jillian@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6c2QYAQ,False,,23838773,0030A0000029W2dQAE,0010A000002vvtLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:21:25.000+0000,False,False,005G0000002gxxjIAA,2025-11-18T16:21:25.000+0000,005G0000002gxxjIAA,2025-11-18T16:21:26.000+0000,005G0000002gxxjIAA,2025-11-18T16:21:26.000+0000,(514)357-2783,514-710-6310,anne.coulombe@cabn.net,(450)704-6097,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6eCJYAY,False,,23839602,0030A0000029nJCQAY,0010A000002wACKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Assisted the advisor reset access to workspaces successfully

================

Hi Darlene,

Thank you for contacting the workspace support as you suddenly were unable to access your workspace.

We have reset your password successfully and have an access back to your workspace.

I appreciate your cooperation in going through the process and thank you for your time. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-18T16:43:14.000+0000,False,False,005OH00000BFPZHYA5,2025-11-18T16:34:49.000+0000,005OH00000BFPZHYA5,2025-11-18T17:31:19.000+0000,005OH00000BFPZHYA5,2025-11-18T17:31:19.000+0000,(905)450-1500,,darlene.espejo@igpwm.ca,(905)450-2527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6fd1YAA,False,,23839947,0030A0000029j9vQAA,0010A000002w6iOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client not receiving docusign email,Medium,"*****DDS***** 11/18/2025
User called to advise clIent is not receiving Docu sign email for 2 TFSA applications. Followed KB0019866 and escalated to 2nd level",True,2025-11-18T16:58:57.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T16:40:09.000+0000,005OH00000BFQFHYA5,2025-11-18T17:00:00.000+0000,005OH00000BFQFHYA5,2025-11-18T17:00:00.000+0000,(613)507-5433,6134844864,dawn@5foldfinancialservices.ca,(613)384-9355,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6j2HYAQ,False,,23839441,0030A0000029ZxVQAU,0010A000002vzBfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:32:05.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T16:32:05.000+0000,005OH000004oiYEYAY,2025-11-18T16:32:05.000+0000,005OH000004oiYEYAY,2025-11-18T16:32:05.000+0000,(519)771-7988,,chelsea@noblewealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6lAXYAY,False,,23839651,0030A0000029f7cQAA,0010A000002w3M6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up on emails sent to mtlindcctr@canadalife.com,Medium,"****DDS****11/18/25 
User sent emails on Sept 30, Oct 6 and Oct 30 to mtlindcctr@canadalife.com but got no response till date
Connected user to the right dept and provided their contact for FU. 
 
==================================================================================== 

****Email Chain****

Bonjour Josée,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le suivi des courriels envoyer depuis le 30 Sept à mtlindcctr@canadalife.com.
Comme mentionné pendant l’appel, notre département traite uniquement les problèmes technique lie au plateforme Espace Affaires. Veuillez contacter le Service Clientèle d’Assurance Vie par téléphone : 1-888-724-3680 pour un suivi de ces courriels.
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T16:59:01.000+0000,False,False,005OH0000097FtCYAU,2025-11-18T16:35:40.000+0000,005OH0000097FtCYAU,2025-11-18T16:59:01.000+0000,005OH0000097FtCYAU,2025-11-18T16:59:01.000+0000,(819)849-9141,(450) 347-7273 ext 2237,a.chartier@andrechartier.ca,(450)347-2527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6nM1YAI,False,,23839854,0030A0000029agYQAQ,0010A000002vzlbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,NBN - No Update to application/ Policy requirements,Medium,"***DDSSL Dec 1 2025***

No updates to recently submitted application in NBN 
Unsure if possible technical issue or if no action was taken 
Email correspondence sent to NBC for clarity and ticket created 

INC1922695

===Email Chain===

Good morning Freda and Michelle, 

Thank you for contacting the Workspace Escalations team. We understand that the mentioned application is not showing any updated activity as expected in the New Business platform. We are happy to assist you with this matter. 

@NBInquiry.Team5 @Savignano, Nancy – May we request for your insight in this matter? 
Please see the thread below. 

Policy 69100978P appears to not have had any visible updates within the NB platform including any outstanding requirements or underwriting. 
Are you able to determine if there have been updates to this policy that should be appearing in NBN and this will require further escalation? 

We look forward to hearing from you. 

Thank you and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Meszaros, Michelle <Michelle.Meszaros@canadalife.com> 
Sent: November 28, 2025 1:44 PM
To: Feddema, Freda <freda.feddema@canadalife.com>; WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Cc: Baker, Rachel <Rachel.Baker@canadalife.com>; DDS Leaders <DDSLeaders@canadalife.com>
Subject: RE: URGENT : Policy 69100978P workspace not updated. - Case #24110421

Hi Freda, 

The information to go to the NBC from Crystal wasn’t wrong, however I know we have a ticket opened for a case that’s a little different.  I’m sending this to the escalation inbox.  For future reference it’s WorkspaceEscalations@canadalife.com for internal use only by Field Management:  this is not an Advisor facing inbox. 

Escalation team:  can you take a look and see if we should open a ticket just in case there is a technical issue here, rather than a manual delay?  Can you also connect Freda with the NBC for Donnie as if it’s a manual processing issue perhaps they can speak to it. 

Warm Regards, 

Michelle

From: Feddema, Freda <freda.feddema@canadalife.com> 
Sent: November 28, 2025 1:30 PM
To: DDS Leaders <DDSLeaders@canadalife.com>
Cc: Feddema, Freda <freda.feddema@canadalife.com>; Baker, Rachel <Rachel.Baker@canadalife.com>
Subject: URGENT : Policy 69100978P workspace not updated. - Case #24110421

Good afternoon,

The advisor and wholesale partner are unable to view updates for this policy, despite multiple attempts to resolve the issue through Workspace Support. I am escalating this matter to ensure it is addressed as quickly as possible.

Please note the responses they have received so far, which do not explain why they are unable to see the updates.

Thank you for your prompt attention to this issue.

Thank you, 

Freda Feddema
Associate Manager, Insurance New Business
Freda.Feddema@canadalife.com    548-485-5075


 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Baker, Rachel <Rachel.Baker@canadalife.com> 
Sent: November 28, 2025 12:36 PM
To: Feddema, Freda <freda.feddema@canadalife.com>
Subject: FW: Policy 69100978P workspace not updated. - Case #24110421

Hi!

I have no idea what else to tell them. Ive sent them twice to workspace support. I even talked to Bonnie about this on Wednesday, and she said the same thing, workspace support. 
Any ideas would be fabulous 😊

Thank you, 

Rachel Baker  she/her
New Business Coordinator  | Insurance New Business Underwriting and Operations
Working Hours: Monday-Friday- 7am to 3pm
Rachel.Baker@canadalife.com  |  1-833-779-6232
Planed Absence: December 24th- January 5th  
                                                                  
 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Luangamath, Donnie <Donnie.Luangamath@canadalife.com> 
Sent: November 28, 2025 12:30 PM
To: Baker, Rachel <Rachel.Baker@canadalife.com>
Cc: Newman, Tracy <Tracy.Newman@canadalife.com>; Feddema, Freda <freda.feddema@canadalife.com>; Lively-Mckee, Jackie <Jackie.Lively-McKee@canadalife.com>
Subject: RE: Policy 69100978P workspace not updated. - Case #24110421

Hi Rachel,

It is very alarming to open up NBN and see on a $50K case that was received Oct 21 that there is no u/w assigned, no requirements listed, or updated information, noting for the advisor to go off of. Is there something wrong with our system? 

I am sure the advisor is appreciative of the update you provided on Wednesday on this case confirming APS received and awaiting review from Tracy Newman, but very odd not to see any type of information listed…

Any insight on this issue would be much appreciated!


Donnie Luangamath
Regional Sales Manager – Insurance, AB Region
Canada Life
Cell: 403-404-2334
donnie.luangamath@canadalife.com

 
 
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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.

From: Evans, Marj <Marj.Evans@bmo.com> 
Sent: November 28, 2025 10:09 AM
To: Baker, Rachel <Rachel.Baker@canadalife.com>
Cc: Luangamath, Donnie <Donnie.Luangamath@canadalife.com>; Wood, Nina <Nina.Wood@bmo.com>
Subject: [EXT] FW: Policy 69100978P workspace not updated. - Case #24110421

Good morning Rachel, Here is the response I received from the support at Workspace. I did check again. Still no updated ☹ Take care, Marj Marj Evans 403-261-9543 Nina Wood | EIA I 403-261-9595 From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Rachel,

Here is the response I received from the support at Workspace.    I did check again.  Still no updated ☹  

Take care,

Marj

Marj Evans 
403-261-9543

Nina Wood | EIA I 403-261-9595



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Thursday, November 27, 2025 4:32 PM
To: Evans, Marj <Marj.Evans@bmo.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Policy 69100978P workspace not updated. - Case #24110421

External Email: Use caution with links and attachments. | Courriel externe : Faites preuve de prudence en ce qui a trait aux liens et aux pièces jointes. 
Hello Marj, 

Thanks for reaching out to Workspace Support about the New Business dashboard. 

Your New Business Team and Regional Sales Representative would be the best points of contact for assistance with this. They’re better able to speak to what kinds of information will be available in the dashboard, and when. As plenty of what gets entered after an application is handled manually on the New Business side, determining timeline and visibility of information is beyond our scope. 

Tyler Klimt is your Regional Sales Rep, he can be reached via email at Tyler.Klimt@canadalife.com. 
Your New Business contact is NBInquiry.Team5@canadalife.com. 

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you! 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Crystal H 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Evans, Marj <Marj.Evans@bmo.com> 
Sent: November 26, 2025 11:03 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Policy 69100978P workspace not updated.

Good morning, I am trying to look up the details of an APS for this policy on your NB website and it does not have any updates or even a UW attached. I have been told the UW but not showing on the site or anything else showing. Can you please

Good morning,

I am trying to look up the details of an APS for this policy on your NB website and it does not have any updates or even a UW attached.  I have been told the UW but not showing on the site or anything else showing.  

Can you please advise when this will be up to date as I have been waiting for a few weeks now for it to be updated. 


 

Thanks so much


Marj

Marj Evans | Licensed Estate & Insurance Marketing Associate
BMO Wealth Management  | BMO Estate Insurance Advisory Services Inc.
8th Avenue Place | 525 8th Ave. SW | Suite 1000 | Calgary, AB T2P 1G1
marj.evans@bmo.com 
(T) 403-261-9543


Associate: Nina Wood | Estate & Insurance Advisor  |  nina.wood@bmo.com  |  (T) 403-261-9595
 


P.S. If I have attached forms using our secure PROTECT email software, please click the link provided in my email to create a user name and password in order to access the email. Then click the paper clip icon to access the attachment. Also note that you should retain your user name and password for future PROTECTED emails.

At BMO Estate Insurance Advisory Services Inc., we care about the safety of our clients and professionals. To help keep you and our team healthy, and to support public health efforts to manage the spread of COVID-19, we are striving to eliminate traffic to our offices. We are still open for business, and happy to connect by email, phone or using one of our virtual meeting options. Thank you for your understanding. Your safety will always be our priority

“The meaning of life is to find your gift.  The purpose of life is to give it away.” ~ Pablo Picasso


Disclaimers 
This email and its attachments are confidential. Any unauthorised use or disclosure is prohibited. If you receive this email in error, please notify me by reply email and permanently delete the original without making any copies or disclosing its contents. Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc. Comments included in this email and its attachments are not intended to be legal, tax, insurance or investment advice. Professional advice should be obtained for your specific circumstances",True,2025-12-08T17:39:55.000+0000,False,False,005OH000001yNnaYAE,2025-11-18T16:38:41.000+0000,005OH000001yNnaYAE,2025-12-08T17:39:56.000+0000,005OH000001yNnaYAE,2025-12-08T17:39:56.000+0000,(866)382-8352,4032619595,nina.wood@bmo.com,(587)364-4224,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6oYFYAY,False,,23840845,003G0000018f7HXIAY,0010A000002wPMoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T16:54:15.000+0000,False,False,0055o000001h4cFAAQ,2025-11-18T16:54:15.000+0000,0055o000001h4cFAAQ,2025-11-18T16:54:16.000+0000,0055o000001h4cFAAQ,2025-11-18T16:54:16.000+0000,(204)856-0605,204-871-4955,travis@belks.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6qDSYAY,False,,23840643,0030A0000029dkMQAQ,0010A000002w2CMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Helped gain access to WS account. 
=============================
Hello John, 

Thank you for contacting Workspace Support. It was our pleasure in assisting you access your Workspace account and in connecting your Google Authenticator. 

Your voice matters. Let us know what you thought about the service today by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T20:19:45.000+0000,False,False,005OH00000BFQFGYA5,2025-11-18T16:51:06.000+0000,005OH00000BFQFGYA5,2025-11-18T20:42:44.000+0000,005OH00000BFQFGYA5,2025-11-18T20:42:44.000+0000,(306)477-2786,,john.opsal@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6rUYYAY,False,,23843255,003G0000018f7rHIAQ,0010A000002wPxhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:33:14.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T17:33:14.000+0000,005OH000006owoYYAQ,2025-11-18T17:33:15.000+0000,005OH000006owoYYAQ,2025-11-18T17:33:15.000+0000,(306)934-6011,(306) 227-4732,trobertson@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6siNYAQ,False,,23843079,0030A0000029WFZQA2,0010A000002vw2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:30:35.000+0000,False,False,005OH0000084GETYA2,2025-11-18T17:30:35.000+0000,005OH0000084GETYA2,2025-11-18T17:30:35.000+0000,005OH0000084GETYA2,2025-11-18T17:30:35.000+0000,(416)661-9155,(289) 383-0993 patricia),edgar@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6tknYAA,False,,23840477,0030A0000029hFYQAY,0010A000002w5AyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Delegation Issue,Medium,"Case is related to case# 23837500 and has been confirmed by Kevin that the caller don't have any relation to the advisor in question and Assante. I was advised to send an email directly to Distribution Methodology to  if the users firm delegation access should include the code that the product is aligned to the code that owns the product. (D3045). sent email to DM

==================
Hi Kim,

Letting you know that your inquiry is currently under investigation and being work on. I will provide you an update as soon as it is ready for you.

Thank you for your patience.


Hi Kim,

I will be happy to confirm the details for you. Rest assured that I will get back to you as soon as an update is ready.

Thank you and have a good day!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


Good afternoon Randy, 

Please confirm when  60642332P/Hendrick was transferred out to D3045  and who provided the  instructions as it was moved into AEIS under Jeff Keller - D9250 in 2022.

Kim Persaud
Marketing Coordinator
Tel: 416-681-1405
New Toll Free #: 1-844-634-5655 1(Eng) 2(Fre), 3(InsuranceQuotes)


Hi Kim,

This is to provide you an update about our request to further investigate the access specific to the code (D3045). The appropriate team have responded and have confirmed the initial assessment of Kevin that we do not see that you are currently delegated access to this policy in Workspace, explaining why the policy is not visible to you in your Workspace profile.

My apologies for the inconvenience that this may have caused however you may need to reach out to your servicing advisor will need to complete the form that was initially shared to you and submit it to Distribution_Methodology@canadalife.com to enable your access to their book of business in Workspace.

Appreciate you’re understanding on this matter and have a good day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


Hi Kim,

Thank you for contacting the workspace support about an issue accessing policies involving your advisor Jeff Keller and delegation specific.

I understand this must be very frustrating on your end and rest assured that this has been escalated for further investigation. Any updates will be shared to you as soon as it has been worked on by the appropriate team.

Thank you very much for your patience on this matter.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T14:49:29.000+0000,False,False,005OH00000BFPZHYA5,2025-11-18T16:48:20.000+0000,005OH00000BFPZHYA5,2025-11-28T17:56:06.000+0000,005OH00000BFPZHYA5,2025-11-28T17:56:06.000+0000,(519)273-7377,,jeff@wkfinancial.ca,(519)273-1015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6yR7YAI,False,,23840974,0030A0000029pH6QAI,0010A000002wBlZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Nov 18th, 2025 ***
Helped user register for Workspace, and setup MFA.
============
Bonjour Francis,

C’était un plaisir de vous parler aujourd’hui pour vous aider à créer votre compte Espace Affaires.

Durant notre appel, j’ai réinitialisé votre mot de passe de votre nom d’utilisateur puis je vous ai aidé à finir de créer votre compte Espace Affaires. Vous avez installé la connexion entre votre compte et une application authentificateur et vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-18T17:21:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-18T16:56:13.000+0000,005OH00000AbJ7aYAF,2025-11-18T18:15:08.000+0000,005OH00000AbJ7aYAF,2025-11-18T18:15:08.000+0000,(819)566-7070,,francisbegin@videotron.qc.ca,(819)821-0117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6yavYAA,False,,23844425,0030A0000029W7qQAE,0010A000002vvxaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"After trying Salesforce MFA on their mobile device, user preferred to connect it to their computer
Hi Marytes,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully, this time you’ve chosen to use your computer for authentication. 

Just a recap of what we did, we cleared your browser’s cookies, disconnected your authenticator from your mobile device, reconnected it in your computer then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T18:04:03.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T17:51:08.000+0000,005OH00000AbCcLYAV,2025-11-18T18:04:03.000+0000,005OH00000AbCcLYAV,2025-11-18T18:04:03.000+0000,(604)524-8644,(604) 505-3244,marytesflores@yahoo.ca,(604)524-8654,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g6yuAYAQ,False,,23841977,0035o000004HD5nAAG,0010A000002w74WQAQ,,,,,,,012G00000012AYVIA2,In Progress,,Email,,Conversion Feature,Medium,"****DDS****11/18/25 
User gets error message when trying to do a conversion in WS
User was advised to provide more details for better support
 
============================================================================ 

****Email Chain****

Good day Lauren,

Thank you for contacting Workspace Support regarding the error message when trying to use the conversion feature in Workspace.

To better assist you, please reply to this email by providing a clear screenshot of the error page with the URL link at the top of the page and provide us the details of the policy in question.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chaulk, Lauren <Lauren.Chaulk@igpwm.ca> 
Sent: November 18, 2025 5:42 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Conversion Feature

Hello, I am trying to use the conversion feature on Workspace and it keeps saying 'Oops Something went wrong' Not sure if it's my virtual desktop or settings. Please advise.                                                                  
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
I am trying to use the conversion feature on Workspace and it keeps saying 'Oops Something went wrong' 
Not sure if it's my virtual desktop or settings. Please advise.",False,,False,False,005OH0000097FtCYAU,2025-11-18T17:13:12.000+0000,005OH0000097FtCYAU,2025-11-18T17:14:35.000+0000,005OH0000097FtCYAU,2025-11-18T17:14:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g70HeYAI,False,,23841211,0030A0000029eFlQAI,0010A000002w2eZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DTC signature issue,Medium,"***DDS 2025-11-18***
User wanted to check on status of INC1795883 as he has still not received a solution for his DTC signature issue where the client is unable to fill in information due to having only a cell phone.
DDS engaged level 2 support on this issue.",True,2025-11-18T17:15:21.000+0000,False,False,005OH00000AX0rVYAT,2025-11-18T17:00:02.000+0000,005OH00000AX0rVYAT,2025-11-18T17:16:19.000+0000,005OH00000AX0rVYAT,2025-11-18T17:16:19.000+0000,(902)742-0276,,john@ryan-ins.com,(902)742-4625,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g70L1YAI,False,,23844748,0030A0000029ihDQAQ,0010A000002w6LUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:56:08.000+0000,False,False,005OH0000084GETYA2,2025-11-18T17:56:08.000+0000,005OH0000084GETYA2,2025-11-18T17:56:09.000+0000,005OH0000084GETYA2,2025-11-18T17:56:09.000+0000,(705)733-3338X102,,ttayler@taylerinsurance.com,(705)733-0883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g72T7YAI,False,,23841348,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"*** DDS 06JAN2026 ***
emailed CIS to merge CL accounts

Hello CIS team!

Can you please merge the following two CL accounts?

o	First Name: XIAOSONG
o	Last Name: LIN
o	DOB: 07APR1969
o	Policy #'s: 60731138T/410988125/410989487/410989495, 69080739P
o	CIS Client ID’s: 1150192012, 0593414100

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Thank you 😊 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


***2025/11/18***
 
 
==================================================================================
Unable to merge accounts due to Gender Discrepancy. Advised the contact to reach out to the Advisor Service Centre to have that corrected.  
 CL Client ID: 0593414100  CL Client ID: 1150192012
==================================================================================
 
***Email Chain***

Hello Alex,

Thank you for contacting Workspace Support regarding the merge issue below. I’ve amended the user’s accounts in our system; you should find that the accounts merge automatically in 2-4 business days. If they haven’t merged after that time, please reach out and I’ll investigate further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Lao, Alex <Alex.Lao@canadalife.com> 
Sent: Monday, December 29, 2025 10:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: [EXT] Workspace merge issue submission - C23841348

Hello,

The “Gender” has now been corrected on the systems to both reflect “Male”

But the “merge” button still have no appeared.

Please process the client profile merges.

Let me know if you require anything further.

Thanks!

Alex Lao
Advisor Support Associate | Canadian Asian Markets
alex.lao@canadalife.com
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 18, 2025 12:07 PM
To: Lao, Alex <Alex.Lao@canadalife.com>
Subject: RE: [EXT] Workspace merge issue submission - C23841348

Hello Alex,

Thank you for contacting Workspace Support regarding the merge issue below. We are unable to merge the accounts due to a “Gender” discrepancy between policies. Please reach out to the Advisor Service Centre to have the gender of the policies corrected. Once the gender discrepancy has been corrected to the accounts in our system, you should be able to merge the accounts using the merge prompt in 2-4 business days If you have any other questions or additional issues, please reach out and let us know!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Monday, November 10, 2025 3:41 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Alex Lao (alex. lao@ canadalife. com) has submitted a merge issue. Client details: First name: XIAOSONG Middle name (if applicable): Last name: LIN DOB: April 7, 1969 Policy Number(s): 69080739P, 60731138T
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Alex Lao (alex.lao@canadalife.com) has submitted a merge issue.
 
Client details:
First name: XIAOSONG
Middle name (if applicable): 
Last name: LIN
DOB: April 7, 1969
Policy Number(s): 69080739P, 60731138T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000ZpWheYAF/xiaosong-lin
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH000001poVQYAY/xiaosong-lin
URL 3: 
URL 4: 
Additional details:",True,2026-01-06T15:22:22.000+0000,False,False,005OH000006wv2TYAQ,2025-11-18T17:02:27.000+0000,005OH00000BFPZIYA5,2026-01-06T15:22:22.000+0000,005OH000006wv2TYAQ,2026-01-06T15:22:22.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g72UkYAI,False,,23841866,0030A0000029bmyQAA,0010A000002w0e4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:11:28.000+0000,False,False,005OH0000084GETYA2,2025-11-18T17:11:28.000+0000,005OH0000084GETYA2,2025-11-18T17:11:28.000+0000,005OH0000084GETYA2,2025-11-18T17:11:28.000+0000,(416)230-0094,(416) 230-0094,performa@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g72jQYAQ,False,,23844639,0030A00000BZGE9QAP,0010A00000C9QIUQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:54:37.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T17:54:37.000+0000,005OH000006owoYYAQ,2025-11-18T17:54:37.000+0000,005OH000006owoYYAQ,2025-11-18T17:54:37.000+0000,(639)398-7821,,taylor@harttwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g76GcYAI,False,,23841789,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:10:08.000+0000,False,False,005OH000005URvxYAG,2025-11-18T17:10:08.000+0000,005OH000005URvxYAG,2025-11-18T17:10:08.000+0000,005OH000005URvxYAG,2025-11-18T17:10:08.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g76N4YAI,False,,23841774,0030A0000029W7qQAE,0010A000002vvxaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Good day Marytes,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we reset your password, disconnected your authenticator from your old device, reconnected it in your new device then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T17:20:00.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T17:09:52.000+0000,005OH00000AbCcLYAV,2025-11-18T17:20:00.000+0000,005OH00000AbCcLYAV,2025-11-18T17:20:00.000+0000,(604)524-8644,(604) 505-3244,marytesflores@yahoo.ca,(604)524-8654,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g76OiYAI,False,,23842448,0031600002G4UfGAAV,0010A000002wNEVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:20:44.000+0000,False,False,0050A000001o2WeQAI,2025-11-18T17:20:44.000+0000,0050A000001o2WeQAI,2025-11-18T17:20:45.000+0000,0050A000001o2WeQAI,2025-11-18T17:20:45.000+0000,(902)422-1631,(902) 670-1966,heather@heatherswetnam.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g78qIYAQ,False,,23842039,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,misdirected call,True,2025-11-18T17:19:32.000+0000,False,False,005OH000006uyEAYAY,2025-11-18T17:14:05.000+0000,005OH000006uyEAYAY,2025-11-18T17:19:32.000+0000,005OH000006uyEAYAY,2025-11-18T17:19:32.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEAYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7Bg5YAE,False,,23842140,003OH00000LLjJ5YAL,001OH00000Q0fSRYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:15:57.000+0000,False,False,0050A000001o2WeQAI,2025-11-18T17:15:57.000+0000,0050A000001o2WeQAI,2025-11-18T17:15:57.000+0000,0050A000001o2WeQAI,2025-11-18T17:15:57.000+0000,(902)420-0957,902-233-5523,betsy.macdonald@td.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7EUIYA2,False,,23842624,0030A00000BYnobQAD,0010A00000C8zKrQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,GRS Access login issue,Medium,"***DDS 2025-11-18***
User was having issues logging in to GRS Access.
DDS tried clearing cache and cookies, but was still unsuccessful so redirected user to GRS Access support.
 
================================================================================
****Email Chain**
Hello Sherri,

It was a pleasure speaking to you earlier regarding your GRS Access issues.

We’re sorry we couldn’t assist you with logging in.

As discussed, please contact GRS Access support at 1-888-222-0775 to assist you with your login.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T17:45:56.000+0000,False,False,005OH00000AX0rVYAT,2025-11-18T17:23:25.000+0000,005OH00000AX0rVYAT,2025-11-18T17:45:56.000+0000,005OH00000AX0rVYAT,2025-11-18T17:45:56.000+0000,(204)799-9710,(204) 799-9710,slgobeil@tipipartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7F8bYAE,False,,23842391,0030A000004r2qdQAA,0010A000005cmgtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Getting into Workspace,Medium,"*****DDS**** 11/18/2025
User caller as they were having issues with the authenticator and signing workspace for their MGA channel. We were able to resolve by identifying which authenticator works for what channel has User has authenticator app set up for ADSL channel and salesforce authenticator set up for MGA channel.


****email chain****
Hello Alyson,

     Thank you contacting Canada life workspace support, it was a pleasure assisting you today. Looks like it was just the system not recognizing the password. But next time that happens you can do a clear cookies and cache. For the authenticator, keep in mind you have set up the authenticator app browser extension for your direct workspace account and salesforce authenticator for your mga workspace account. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T17:42:41.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T17:19:57.000+0000,005OH00000BFQFHYA5,2025-11-18T17:42:41.000+0000,005OH00000BFQFHYA5,2025-11-18T17:42:41.000+0000,(519)275-3333X100,,alyson@vanceafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7GFxYAM,False,,23842461,0035o0000073amAAAQ,0015o000007grFyAAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KEVIN_NELSON_60054940T - Status is UNKNOWN - INC1861563,Medium,"*** DDS 19NOV2025 ***
status updated, advised user

*** DDS 18NOV2025 ***
INC1861563 submitted to change status from unknown

****DDS****11/18/25 
In SF, policy shows as transferred to asset owner X I G INSURANCE SERVICES INC while Copilot shows terminated under advisor code E7992
Escalated this to L2 for resolution 
==============================================================================================
 
****Email Chain****


Good day Joanne,

Thank you for contacting Workspace Support regarding the policy 60054940T.

I have escalated this to our Digital Lab team for further investigation, and once I hear back from the team, I will reach out to you with an update.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Joanne Machado <Joanne.Machado@richardsonwealth.com> 
Sent: November 18, 2025 7:37 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] KEVIN_NELSON_60054940T - Status is UNKNOWN

Hello workspace I have another policy showing status is UNKNOWN. Can you please update to show correct status? We need this for compliance purposes as we cannot use UNKNOWN to update the file on our end. 60054940T KEVIN NELSON KEVIN NELSON CL
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello workspace I have another policy showing status is UNKNOWN. Can you please update to show correct status? We need this for compliance purposes as we cannot use UNKNOWN to update the file on our end.
60054940T
KEVIN NELSON
KEVIN NELSON
CL	Unknown


Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited.
Tel. 416.969.4733  .  joanne.machado@richardsonwealth.com
100 Queens Quay East, Suite 2500, Toronto, ON, M5E 1Y3

Inforce Servicing Requests: rwl.insuranceservices@richardsonwealth.com
New Business Requests: rwl-insurancenewbusiness@richardsonwealth.com


 
 
 
www.richardsonwealth.com  

  



________________________________________

This email communication is confidential. If you are not the intended recipient, please notify me at the telephone number shown above or by return email and delete this communication and any copy. Clients should be advised that electronic orders will not be accepted since Richardson Wealth Limited cannot guarantee that such orders will reach their destination, be opened on a timely basis or be executable if the email contains errors or omissions. Thank you.

Ce courriel est confidentiel. S'il ne s'adresse pas à vous, veuillez m'en informer en appelant au numéro de téléphone ci-dessus ou en me le retournant. Veuillez le détruire ainsi que toutes copies. Les clients doivent savoir que les ordres électroniques ne seront pas acceptés puisque Patrimoine Richardson Limitée ne peut pas garantir que ces ordres se rendront à destination, qu'ils seront ouverts en temps utile ou qu'ils pourront être exécutés si le courriel contient des erreurs ou des omissions. Merci.

WARNING:
From time to time, our spam filter may delay delivery of legitimate e-mail. If your message is time-sensitive, please ensure that you request that we acknowledge receipt.

AVERTISSEMENT :
De temps à autre, notre filtre de pourriels peut retarder l’acheminement de courriels légitimes. Si le délai de livraison de votre message est critique, veuillez demander que l’on vous envoie un accusé de réception.

----------------------------------------------

Good morning Joanne,

I have heard back from our Digital Hub team, and the policy status has been updated in Workspace for this policy. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T15:49:09.000+0000,False,False,005OH000006wv2TYAQ,2025-11-18T17:20:58.000+0000,005OH0000097FtCYAU,2025-11-19T15:49:10.000+0000,005OH000006wv2TYAQ,2025-11-19T15:49:10.000+0000,(416)969-4733,,joanne.machado@richardsonwealth.com,(416)969-4733,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7JycYAE,False,,23842659,003OH00000GEuM8YAL,001OH00000KAVglYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - SimpleProtect - Signature,Medium,"*11/18*
----------------

Yi Guo 
h1995
i aent an application yesterday but the client never received it, i double checked it with them and edited the email but they are not receiving the signature. 
60919854-0
EVEGUO
both clients are gmail domain 

Advisor’s name & phone number Yi Guo 604-761-6185
Application number 60919854-0
ISAM ID EVEGUO@clext
Description of the issue
i aent an application yesterday but the client never received it, i double checked it with them and edited the signature but they are not receiving the signature. 

*email*
----------------

Good afternoon Yi, 

This is Kevin from the Canada Life Workspace Support team, reaching out regarding Case: 23842659, pertaining to your Simple Protect application that the client has been unable to complete. 
We are happy to assist you with this matter.

We have reactivated the link below for application.
Please provide this link directly to the client.

Application: 60919854-0

https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=793efb41-9461-4b44-b233-8690e469a0ce 

Expected Information : 
Last Name: Li
Postal Code: V7R1B3
Date of Birth: December 5th, 2004

This link will be active for the next 72 hours.
Please note that the link will not work as expected on your device as the servicing advisor, and the link should be accessed only by the client.

Please advise the client to access the link above on a desktop/laptop computer, as mobile devices can cause visibility errors with Simple Protect applications. 

If they experience additional interruptions, please do not hesitate to let us know. 
If you have additional questions or require further support, please do not hesitate to let us know.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a great day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T17:44:01.000+0000,False,False,005OH000001yNnaYAE,2025-11-18T17:24:01.000+0000,005OH000008919xYAA,2025-11-18T17:44:01.000+0000,005OH000001yNnaYAE,2025-11-18T17:44:01.000+0000,(604)761-6185,,eveguo1126@live.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7N4XYAU,False,,23842952,0030A0000029ohlQAA,0010A000002wBJZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:28:33.000+0000,False,False,005OH0000084GETYA2,2025-11-18T17:28:33.000+0000,005OH0000084GETYA2,2025-11-18T17:28:34.000+0000,005OH0000084GETYA2,2025-11-18T17:28:34.000+0000,(416)639-8825,4167253792,willie.chey@gmail.com,(905)305-6108,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7NHRYA2,False,,23842976,0030A0000029ohlQAA,0010A000002wBJZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:29:03.000+0000,False,False,005OH0000084GETYA2,2025-11-18T17:29:03.000+0000,005OH0000084GETYA2,2025-11-18T17:29:03.000+0000,005OH0000084GETYA2,2025-11-18T17:29:03.000+0000,(416)639-8825,4167253792,willie.chey@gmail.com,(905)305-6108,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7Oi9YAE,False,,23843114,0030A00000CUeiaQAD,0010A00000D5YdKQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:31:09.000+0000,False,False,005OH0000084GETYA2,2025-11-18T17:31:09.000+0000,005OH0000084GETYA2,2025-11-18T17:31:10.000+0000,005OH0000084GETYA2,2025-11-18T17:31:10.000+0000,(289)383-0993,,patricia@desouzafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7PntYAE,False,,23843222,0030A0000029gCRQAY,0010A000002w4GXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"Advisor decided to call back while doing the authentication process. He needs assistance in resetting his access to workspace.

============

Hi Jean-Marre,

Thank you for contacting the workspace support about getting your access back to workspace.

As much as I want to assist you right away with your concern today, I would need to make sure that I am talking to the account owner as we are giving access to your workspace account. I understand that you are in a hurry, and we will be happy to assist you at you most convenient time. Please don’t hesitate to call us back.

I appreciate the time spent with us. Thank you!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-18T17:43:17.000+0000,False,False,005OH00000BFPZHYA5,2025-11-18T17:32:47.000+0000,005OH00000BFPZHYA5,2025-11-18T17:48:38.000+0000,005OH00000BFPZHYA5,2025-11-18T17:48:38.000+0000,(514)832-5100,(514) 660-3957,jbejjani@assante.com,(514)832-5232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7QSJYA2,False,,23844812,003OH000005kUZhYAM,001OH000007AXDIYA4,,,,,,,012G00000012AYVIA2,In Progress,,Email,,Problème réseau REP - INC1861190,Medium,"****DDS****11/18/25 

User has updated preferences in NBWA correctly, when he tries to start a new application in Simple Protect, an error message appears asking the user to update his preferences.
Contacted user and advised to clear cookies and cached images and files, checked that Edge browser was up to date and closed and reopened the browser
User tried to start an application again but still got the same error message
Was unable to do a logmein session and user could not download Chrome browser due to the user's company restrictions.
 
============================================================================
 
****Email Chain****

Bonjour Tristan,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le message d’erreur ci-dessous. 

Pendant notre appel, Nous avons supprimé les cookies et images et fichiers en cache. Ensuite nous avons vérifié que votre navigateur Edge est a jour et ensuite fermer et réouvrir le navigateur. Vous avez encore essayé de commencer une proposition dans Simplement Protégé mais le même message d’erreur apparait toujours. Nous avons transmis ce dossier à un spécialiste pour enquêter là-dessus et nous vous tiendrons au courant dès qu’il y aura du nouveau. 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com> 
Sent: November 18, 2025 7:47 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Tristan.Beland@ig.ca
Subject: TR: Problème réseau REP
Importance: High

Bonjour soutien technique Espace Affaires,

SVP voir message ici-bas du conseiller et captures d’écrans…pourtant son code de conseiller semble bien être indiqué…pouvez-vous vérifier pourquoi il reçoit ce message svp ?
Merci !

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance
Tél.: 581-705-4165 

 

Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

De : Beland, Tristan <Tristan.Beland@ig.ca> 
Envoyé : 18 novembre 2025 09:44
À : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Objet : Problème réseau REP

Bonjour Marie-Claire, J’ai tenté de soumettre une proposition ce matin et j’ai un problème avec mon code de conseillé je crois. Je ne suis pas capable de commencer la propositon, car le système veut que je mettre à jour mes informations. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Marie-Claire,

J’ai tenté de soumettre une proposition ce matin et j’ai un problème avec mon code de conseillé je crois. Je ne suis pas capable de commencer la propositon, car le système veut que je mettre à jour mes informations.

Voici le message que ça me donne.
 
 
Est-ce possible de me transférer à une personne qui pourra m’assister afin de régler le problème.

Merci!


Tristan Béland, Pl. Fin., B.A.A.
Planificateur financier, 
Représentant de courtier (épargne collective), 
Conseiller en sécurité financière
 
Bureau 201, 1300 Guillaume-Couture, Lévis (Quebec) G6W 0R9
Tél. : 581-998-1487 | Cell. : 581-998-1487
Visitez-nous à ig.ca/fr

 
 
 
 

IG Gestion de patrimoine Inc., cabinet en planification financière
Division des fonds communs de placement
Membre du groupe d’entreprises de la Corporation Financière Power",False,,False,False,005OH0000097FtCYAU,2025-11-18T17:57:10.000+0000,005OH0000097FtCYAU,2025-11-18T18:20:13.000+0000,005OH000006wv2TYAQ,2025-11-18T18:20:13.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7RZZYA2,False,,23843404,003OH00000M92m2YAB,001OH00000Qudt2YAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Primerica CIAM Access,Medium,"***DDS SL Dec 8 2025***
Primerica user registered for Workspace previously using Gmail address, and not primerica. 
this required a manual email update by the CIAM team and DDS was requested to relay this to the user. 

===Email Chain===

Good morning Gerald, 

This is Kevin, Service Leader from the Canada Life Workspace Support team, reaching out regarding your recent registration for Workspace. 
We wished to inform you that your recent registration for Workspace did uncover an error that required for your associated email address to be updated to your Primerica email address. 
When logging into Workspace, please use gbittner@primerica.com in place of the Gmail email address originally used. 

The reason for this change is that the backend process that links your Workspace to your email address was unable to recognize your advisor credentials unless your Primerica email address was used. 

We thank you for your understanding, and if you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Have a great day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:18:56.000+0000,False,False,005OH000001yNnaYAE,2025-11-18T17:35:44.000+0000,005OH000001yNnaYAE,2025-12-08T16:21:21.000+0000,005OH000001yNnaYAE,2025-12-08T16:21:21.000+0000,(416)571-9074,,gbittner@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7UHPYA2,False,,23846015,0030A0000029cfRQAQ,0010A000002w1JqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't login to Workspace,Medium,"Name:Jill Stewart
Advisor or support staff: Advisor support
Advisor Code: 16785 MGA / A6409
Advisor Name: Lawrence George 	APLUS INSUR/FIN GROUP INC 	
Phone: 709-754-6507
Email: jill@aplusas.ca and  lgeorge@aplusinsurance.nf.ca		
1. Siebel verification: verified advisors info. 
2. Last Login to Workspace: can't recall

Issue: unable to access Workspace/ID marked as inactive in our system. ERR-W1501

FINDINGS: 
16785 MGA is transferred> only active code is A6409 in Siebel.

no last login seen. 
SF shows not activated in custom settings.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oqtOAAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HAXHAA4%26cntc%3D0035o000004HAXHAA4%26id%3D0055o000001oqtOAAQ

checked KB0020548 which indicates she's trying to register but she's just trying to sign in.

checked isam, found lgeorge@clext is active. 

did a log me in session: did a forgot password but advisor hasn't received anything yet. 
received ERR-W1281 KB0020560
Something seems off.

CALLED JONATHAN at Assist Desk, HE HELPED ME POINT OUT IN SF THERE IS NO ACTIVE CHECK MARK ON THE PROFILE

FOLLOWED KB0020952 ADVISED TO USE THIS KB.
SENT FOLLOW UP TO JILL AS WELL AS EMAIL TO AN DIGITAL SUPPORT. 

--------------------------------------***DDS  11/19/2025***--------------------------
RESOLUTION: profile now shows active in sf. sent follow up email to sign in/setup mfa

--------------------------------------***DDS  11/19/2025***--------------------------
Hello Jill/Lawrence,

Thanks for your patience while we investigated your profile access. Lawrence your Workspace profile is now active.

Please go ahead and sign into Workspace with the password as you know it to be. If you can’t recall, please click forgot password.

Once signed in, you will be prompted to setup Multi Factor Authentication, you will need an authenticator app on your cell phone to use, such as Google Authenticator/Microsoft or Salesforce.

If you need assistance with this or run into any further issues, do let me know and we can schedule a call to further assist, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/19/2025***--------------------------
UPDATE RECEIVED FROM NICOLE AT AN DIGITAL
--------------------------------------***DDS  11/19/2025***--------------------------
Hello Anita,

Thank you for contacting AN Digital Support.

The MGA user has been reactivated.

Survey: We would love to know how you feel about the quality of service you received from our team. Please take a moment to complete a brief survey, click here.

Nicole
Distribution Digital Support Specialist
Canada Operations
E: ANdigitalsupport@canadalife.com



--------------------------------------***DDS  11/18/2025***--------------------------
Hello AN,

Can you please verify if this account can be reactivated? Thanks.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oqtOAAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HAXHAA4%26cntc%3D0035o000004HAXHAA4%26id%3D0055o000001oqtOAAQ


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/18/2025***--------------------------
Hello Jill,

Thank you for contacting Workspace Support today. 

When attempting to sign into Workspace with the advisors’ credentials you’re receiving an error indicating the ID is inactive,  ERR-W1501. 

As discussed, the profile is inactive, we will investigate this further and get back to you.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-19T20:34:27.000+0000,False,False,005OH00000AUS7aYAH,2025-11-18T18:15:03.000+0000,005OH00000AUS7aYAH,2025-11-19T20:34:27.000+0000,005OH00000AUS7aYAH,2025-11-19T20:34:27.000+0000,(709)754-6507,,lgeorge@aplusinsurance.nf.ca,(709)754-2160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7UZ8YAM,False,,23844535,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:52:54.000+0000,False,False,005OH000004pk06YAA,2025-11-18T17:52:54.000+0000,005OH000004pk06YAA,2025-11-18T17:52:55.000+0000,005OH000004pk06YAA,2025-11-18T17:52:55.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7W9VYAU,False,,23844583,0030A0000029k4qQAA,0010A000002w7T7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Issue,Medium,"***DDS 2025-11-18***
User was having Authenticator issues.
DDS disconnected and assisted in reconnecting Microsoft Authenticator.
 
================================================================================
****Email Chain**
Hello Luis,

It was a pleasure speaking to you earlier regarding your Authenticator issues.

We’re happy we were able to assist you in accessing your Workspace account by disconnecting and reconnecting your Microsoft Authenticator.

As a reminder, whenever you login to your Workspace account, you will have to input the code from the Authenticator app on your phone to approve the login.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T18:09:23.000+0000,False,False,005OH00000AX0rVYAT,2025-11-18T17:53:43.000+0000,005OH00000AX0rVYAT,2025-11-18T18:09:23.000+0000,005OH00000AX0rVYAT,2025-11-18T18:09:23.000+0000,(778)995-4282,(778) 995-4282,luis.e.hernandez@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7WnlYAE,False,,23843953,0030A0000062CjFQAU,0010A000006mmi7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:43:53.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T17:43:53.000+0000,005OH000006owoYYAQ,2025-11-18T17:43:54.000+0000,005OH000006owoYYAQ,2025-11-18T17:43:54.000+0000,(306) 934-6011,,skolla-empey@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7XdOYAU,False,,23844656,003G0000018f7Q6IAI,0010A000002wPWVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:54:53.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T17:54:53.000+0000,0055o000002KxaMAAS,2025-11-18T17:54:53.000+0000,0055o000002KxaMAAS,2025-11-18T17:54:53.000+0000,(403)686-0429,,john@cisinsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7YT0YAM,False,,23844139,003OH00000RHTJ0YAP,001OH00000X9VpdYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - GBP,Medium,"User was receiving an error message when clicking on Launch for GBP under clients page. ""Error: Http failure response for URL: 403 OK"" Assisted the user to attempt GBP through the Overview page, however the client was still not displaying.

Warm transferred to L2 (John) 

Email: brian@kielywealth.ca 
Code: LL11549",True,2025-11-18T18:06:26.000+0000,False,False,005OH00000BG5v4YAD,2025-11-18T17:46:43.000+0000,005OH00000BG5v4YAD,2025-11-18T18:06:26.000+0000,005OH00000BG5v4YAD,2025-11-18T18:06:26.000+0000,(647)273-9728,,brian@kielywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7YT2YAM,False,,23844550,0030A0000029aKBQAY,0010A000002vzVMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:53:17.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T17:53:17.000+0000,005OH000006owoYYAQ,2025-11-18T17:53:17.000+0000,005OH000006owoYYAQ,2025-11-18T17:53:17.000+0000,(639)398-7822,(306) 880-0704,virginia@harttwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7YpZYAU,False,,23844138,003G0000018f7qyIAA,0010A000002wPxOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:46:42.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T17:46:42.000+0000,005OH000006owoYYAQ,2025-11-18T17:46:42.000+0000,005OH000006owoYYAQ,2025-11-18T17:46:42.000+0000,(306)934-6011,(306) 222-7538,dbristow@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7ZLpYAM,False,,23844192,003G0000018f6VgIAI,0010A000002wOSNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:47:28.000+0000,False,False,0050A000000WjqvQAC,2025-11-18T17:47:28.000+0000,0050A000000WjqvQAC,2025-11-18T17:47:28.000+0000,0050A000000WjqvQAC,2025-11-18T17:47:28.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7bYwYAI,False,,23844479,0030A0000029YUsQAM,0010A000002vxuYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:52:04.000+0000,False,False,0055o000002KxmIAAS,2025-11-18T17:52:04.000+0000,0055o000002KxmIAAS,2025-11-18T17:52:04.000+0000,0055o000002KxmIAAS,2025-11-18T17:52:04.000+0000,(905)333-3335,(416) 271-3863,marcello.spadafora@ig.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7blsYAA,False,,23844523,003G0000018f7qrIAA,0010A000002wPxHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Merge Issue,Medium,"Advised to sent an email of the client details
==========
Closing the case as I have not received any response from the advisor

===============

Hello Dwaine,
 
This is Randy following up on our phone call regarding your merge issue. I'd be happy to assist you.
 
Please provide us with the following so that we can proceed with your request:
 
Client details:
First name: 
Middle Name:
Last name:
Date of birth:
Policy number from each of the client's profiles:
URL for each of the client's profiles -  

 
looking forward to your email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-20T23:08:56.000+0000,False,False,005OH00000BFPZHYA5,2025-11-18T17:52:45.000+0000,005OH00000BFPZHYA5,2025-11-20T23:08:56.000+0000,005OH00000BFPZHYA5,2025-11-20T23:08:56.000+0000,(306)865-4255,(306) 865-7234,dwainebracken@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7c3bYAA,False,,23845913,0030A0000029ohlQAA,0010A000002wBJZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:13:44.000+0000,False,False,005OH0000084GETYA2,2025-11-18T18:13:44.000+0000,005OH0000084GETYA2,2025-11-18T18:13:44.000+0000,005OH0000084GETYA2,2025-11-18T18:13:44.000+0000,(416)639-8825,4167253792,willie.chey@gmail.com,(905)305-6108,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7c5DYAQ,False,,23844972,0030A0000029glRQAQ,0010A000002w4jRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:59:23.000+0000,False,False,005OH0000084GETYA2,2025-11-18T17:59:23.000+0000,005OH0000084GETYA2,2025-11-18T17:59:23.000+0000,005OH0000084GETYA2,2025-11-18T17:59:23.000+0000,(519)496-8517,,doug.fischer@outlook.com,(519)342-3454,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7cmkYAA,False,,23845705,003OH00000TN9I6YAL,001OH00000Zm0XuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Investment Centre and CapIntel issues,Medium,"Summary: User is getting an error when trying to connect to CapIntel from Workspace

Hi @Workspace Service Leaders,

The user below is experiencing CapIntel SSO issues. 

Here is a summary of their issue: 

•	Caller name: Jacklyn Lane
•	Caller phone number: (416) 892-0790
•	Caller email address:  jacklyn@changinglanesfinancial.ca
•	Salesforce ID for their Workspace License: 005OH00000AaHr0YAF
•	What happens when they try to click on the Capintel button: see below screenshot
•	When did it last work? Never
•	Browser being used: Google Chrome
•	Full Page Screenshot: see below



 

Thanks!



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.






From: Jacklyn Lane <jacklyn@changinglanesfinancial.ca> 
Sent: Wednesday, November 19, 2025 7:11 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Vandenborre, Diane <Diane.Vandenborre@advicecanada.com>; Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com>
Subject: [EXT] Re: Access to CapIntell and Wealth centre? - C23845705

Hi there, I’m using google chrome as my browser Jacklyn Lane MBA LLQP IFC Financial Security Advisor Changing Lanes Financial, Partner Investment Representative Quadrus Investment Services Ltd. 416-892-0790 https: //www. changinglanesfinancial. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there, 

I’m using google chrome as my browser


 
 
Jacklyn Lane MBA LLQP IFC
Financial Security Advisor
Changing Lanes Financial, Partner
Investment Representative
Quadrus Investment Services Ltd.

416-892-0790
https://www.changinglanesfinancial.ca





Hi Jacklyn, 

There used to be a platform called Wealth Centre but it was decommissioned in 2024. 

For Wealth product resources, you can click on Product resources: 

 



On the next page, you can either click on the Wealth products tile or scroll down to find Investment rates, values and fund performance and so on. 


 


For your CapIntel issue below, can you confirm which web browser you are using (Google Chrome, Microsoft Edge, Firefox, etc) so that we can send your case to our Workspace Service Leaders team? 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Jacklyn Lane <jacklyn@changinglanesfinancial.ca> 
Sent: Tuesday, November 18, 2025 2:29 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Vandenborre, Diane <Diane.Vandenborre@advicecanada.com>; Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com>
Subject: [EXT] Re: Access to CapIntell and Wealth centre? - C23845705

Hey all! To clarify - “wealth centre” is the same as Investment Centre? I’ve had access to that one, wasn’t sure if Wealth Centre was something else. In Google Chrome for CapIntell I get this error: Jacklyn Lane MBA LLQP IFC Financial Security
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hey all!

To clarify - “wealth centre” is the same as Investment Centre? I’ve had access to that one, wasn’t sure if Wealth Centre was something else. 

In Google Chrome for CapIntell I get this error: 
 

 
 
Jacklyn Lane MBA LLQP IFC
Financial Security Advisor
Changing Lanes Financial, Partner





Hi Jacklyn, 

Thank you for contacting Workspace Support.  

To access Capintel (in yellow below) and Investment Centre (in green below). Please login to your Workspace Direct account. From the Overview page, scroll down to the Other tools and platforms section and click on the links as per the screenshot below. 

If you experience any issue with one, or both of these links, please send us an email with a screenshot of the error message displayed (one per link). Please also provide your web browser’s name ( Google Chrome, Microsoft Edge, Firefox, etc). 

Have a wonderful day!


I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com> 
Sent: Monday, November 17, 2025 12:46 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Vandenborre, Diane <Diane.Vandenborre@advicecanada.com>
Subject: FW: Access to CapIntell and Wealth centre? 

Hello, please see below and advise 


Jenna Pozzebon, ALMI
Contracts & Compensation Specialist | Contracts and Licensing 
Jenna.Pozzebon@canadalife.com  |  519-435-6968

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Vandenborre, Diane <Diane.Vandenborre@advicecanada.com> 
Sent: 17-Nov-25 3:45 PM
To: Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com>
Cc: Vandenborre, Diane <Diane.Vandenborre@advicecanada.com>
Subject: FW: Access to CapIntell and Wealth centre? 

Hi Jenna, 

Can you confirm?  

Thank you, 
Diane

From: Jacklyn Lane <jacklyn@changinglanesfinancial.ca> 
Sent: November 17, 2025 1:39 PM
To: Vandenborre, Diane <Diane.Vandenborre@advicecanada.com>
Subject: [EXT] Access to CapIntell and Wealth centre? 

Hi there, How do I get access to these two tools? They’re mentioned in my onboarding training, I see them on Workspace but I can’t get in. Thank you!! Jacklyn Lane MBA LLQP IFC Financial Security Advisor Changing Lanes Financial, Partner Investment
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there, 

How do I get access to these two tools? 

They’re mentioned in my onboarding training, I see them on Workspace but I can’t get in. 

Thank you!!
 
 
Jacklyn Lane MBA LLQP IFC
Financial Security Advisor
Changing Lanes Financial, Partner
Investment Representative
Quadrus Investment Services Ltd.

416-892-0790
https://www.changinglanesfinancial.ca",True,2025-11-18T18:10:21.000+0000,False,False,0055o000001zVCKAA2,2025-11-18T18:10:21.000+0000,0055o000001zVCKAA2,2025-11-19T18:27:05.000+0000,0055o000001zVCKAA2,2025-12-13T02:02:01.000+0000,(416)892-0790,,jacklyn@changinglanesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7dFqYAI,False,,23845974,0030A0000029lz9QAA,0010A000002w91CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workpspace -how to log in and MFA connect,Medium,"**DDS**11/18/2025
user using workspace first time ,team call assist with how to log in and password reset after authenticated user.
set up mfa authenticator on browser.
EMAIl=========

Bonjour Jacques,

Merci d’avoir contacté le support de l’espace concernant votre soucis, J'ai vraiment apprécié notre échange.

ce fut un plaisir de vous assister dans votre parcours d’accès à l’espace de travail et de connecter votre authentificateur.
Lors de notre appel, nous avons réussi à accéder à votre compte d’espace de travail.

Juste un rappel chaque fois que vous vous connectez à votre compte, utilisez le navigateur Microsoft et l’authentificateur se connectent au-dessus du même navigateur.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T19:32:18.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-18T18:14:35.000+0000,005OH00000AZ3ZxYAL,2025-11-18T19:32:18.000+0000,005OH00000AZ3ZxYAL,2025-11-18T19:32:18.000+0000,(514)990-8922,(514) 594-4446,jacques@csfjv.ca,(514)666-9891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7e70YAA,False,,23846983,0030A0000029jb6QAA,0010A000002w75tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:29:20.000+0000,False,False,0055o000002DK5fAAG,2025-11-18T18:29:20.000+0000,0055o000002DK5fAAG,2025-11-18T18:29:20.000+0000,0055o000002DK5fAAG,2025-11-18T18:29:20.000+0000,(416)818-1972,,bshah72@gmail.com,(905)829-5516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7eLcYAI,False,,23846910,0030A0000029dIDQAY,0010A000002w1r8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:28:13.000+0000,False,False,0055o000002DK5fAAG,2025-11-18T18:28:13.000+0000,0055o000002DK5fAAG,2025-11-18T18:28:13.000+0000,0055o000002DK5fAAG,2025-11-18T18:28:13.000+0000,(905)631-8190,(905) 541-1293,jhedden@bryanandhedden.com,(905)631-8194,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7gC1YAI,False,,23844883,0030A00000ChWyeQAF,0010A00000DJ3zwQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T17:58:07.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T17:58:07.000+0000,005OH000006owoYYAQ,2025-11-18T17:58:07.000+0000,005OH000006owoYYAQ,2025-11-18T17:58:07.000+0000,(306)992-7304,(639) 999-4888,kiran.vishwasrao@edwardjones.com,(877)615-3327,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7hfyYAA,False,,23847126,003OH00000M98hkYAB,001OH00000QupiZYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Workspace Registration,Medium,"***DDS 2025-11-18***
User wanted to register for Workspace.
DDS referred user to DM to obtain registration letter.
 
================================================================================
****Email Chain**
Hello James,

It was a pleasure speaking to you earlier regarding your Workspace registration.

As discussed, you will need your registration letter to register for Workspace.

@Distribution Methodology Could you please provide James with his registration letter for his Primerica Workspace account?

@JMACDOUGALL.CR957@PRIMERICA.COM Once you have this information, feel free to reply to this email or give us a call at 1-800-475-7001 and we would love to assist you with your Workspace registration.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T18:40:30.000+0000,False,False,005OH00000AX0rVYAT,2025-11-18T18:31:08.000+0000,005OH00000AX0rVYAT,2025-11-18T18:40:31.000+0000,005OH00000AX0rVYAT,2025-11-18T18:40:31.000+0000,(506)384-7728,,jmacdougall.cr957@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7jpsYAA,False,,23846649,0030A000008hrKzQAI,0010A000009cNExQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:24:24.000+0000,False,False,0055o000002DK5fAAG,2025-11-18T18:24:24.000+0000,0055o000002DK5fAAG,2025-11-18T18:24:24.000+0000,0055o000002DK5fAAG,2025-11-18T18:24:24.000+0000,(647)776-8163,,halaref@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7k5xYAA,False,,23845250,0035o000007X1aqAAC,0015o000008DXITAA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy not available in new AOR Workspace Account - WSL,Medium,"Hello Cathy,

We’ve heard back from our digital lab regarding this missing policy.

The reason it doesn’t appear on Workspace is because it’s terminated and Workspace doesn’t display terminated policies.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Feedback Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Cathy,

I’m reaching out to you regarding the missing policy 2525331 on behalf of Carl.

We’ve escalated this to our digital lab for further investigation and will provide an update as soon as we hear back from them.

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hi Cathy, 

Unfortunately I don’t know exactly when they will reach out to you. But I will send you an email as soon as I have an update. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Cathy Lonie <cathy@makeaplanfinancial.ca> 
Sent: Wednesday, November 19, 2025 10:58 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: policy # 2525331 - C23845250

Thanks very much for the for the clarification Carl. 😊 Any idea how long till I hear back? The first client I encountered this issue with I reported to Workspace Support by phone on November 6th…haven’t heard anything back yet on that
ZjQcmQRYFpfptBannerStart
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ZjQcmQRYFpfptBannerEnd
Thanks very much for the for the clarification Carl. 😊

Any idea how long till I hear back?  The first client I encountered this issue with I reported to Workspace Support by phone on November 6th…haven’t heard anything back yet on that one.

Cathy


Policy is not available in new agent of record's Workspace account. Policy appears terminated in Copilot but user mentions they contacted Service Desk and they informed them the policy was active and under Emily's book of business. 

===========case info===============
Username: EMILY CATHERINE LONIE
SF ID: 0055o000002FgQsAAK
Asset #: 2525331
Client name: BRIAN E GIBSON
Client ID: CL 6805789074
===========emails=================


Hi Cathy, 

Service Desk is the technical support line for various Canada Life software issues. 

You called 1-888-252-1847 which is the correct number for Client Services. 😊

I just wanted to make sure you called Client Services since you mentioned in your first email “I have checked with the service desk”. 


We have escalated the issue to our  Workspace Service Leaders team for investigation. We will send you an update once they reviewed your incident 



  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Cathy Lonie <cathy@makeaplanfinancial.ca> 
Sent: Wednesday, November 19, 2025 6:12 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: policy # 2525331 - C23845250

Hi again Carl, I’ve re-read your messsage. I’m a bit confused by the terminology. When you say “Service Desk”, are you referring to calling Workspace? The place I called is the 1-888-252-1847 number, which is where I got confirmation that both
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi again Carl, 

I’ve re-read your messsage.  I’m a bit confused by the terminology. When you say “Service Desk”, are you referring to calling Workspace?  The place I called is the 1-888-252-1847 number, which is where I got confirmation that both the policies I mentioned are indeed active in Emily Lonie’s book of business.

Cathy

Sent from my iPad



Hi @Workspace Service Leaders,

policy # 2525331 appears as terminated in Copilot but the user below mentioned that they called Client Services and were confirmed that the policy is still active. The policy is under the correct new agent of record. 

Case Information: 

•	Username: EMILY CATHERINE LONIE (new agent of record)
•	SF ID: 0055o000002FgQsAAK
•	Asset #: 2525331 (linked to H3447 in Copilot - EMILY LONIE) 
•	Client name: BRIAN E GIBSON
•	Client ID: CL 6805789074


Note: they also are following up on INC1846855 which was deemed not a breach. They mention they haven’t receive any update on this case since November 6th 

Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.









Hi Cathy, 

Thank you for contacting Workspace Support.  

Can you confirm if you contacted Service Desk or Client Services?

The department that could confirm if this policy is still active and under the appropriate new agent of record would be Client Service. 

If you reached out to Service Desk, can you call our Client Service Centre and ask them to confirm if this policy is under the correct agent of record and if this policy is still active. 

You can reach out to Client Service Centre at 1-888-252-1847 - Hours of Operation: Monday to Friday, 8am – 6pm EST

Once you’ve received a response from Client Service, please send us an email with their findings. 

Thanks and have a wonderful day. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 






From: Cathy Lonie <cathy@makeaplanfinancial.ca> 
Sent: Monday, November 17, 2025 11:47 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] policy # 2525331

I am Admin. Assistant to Emily Lonie, H3447. She has recently purchased the book of business of Paul Virgin, who has retired. The above PAR policy 2525331 re client Brian Gibson is not showing in Workspace. I have checked with the service desk,
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am Admin. Assistant to Emily Lonie, H3447.  She has recently purchased the book of business of Paul Virgin, who has retired.  The above PAR policy 2525331 re client Brian Gibson is not showing in Workspace.  I have checked with the service desk, and they have confirmed that this policy is active and under Emily’s book of business.  Please investigate why I can’t see it in Workspace, and advise.

This is the second policy I have found so far with this problem.  The other one is policy # 20730991, which belongs to Kathleen Cummings, and is a PAR on the life of her son Karson Hobbs.  Her other two policies are showing in Workspace, but not the one on Karson’s life.  I did speak with Martin of Workspace Support on November 6th, but have not heard anything back about it, and the policy is still not visible to me.  Again, I was assured by the service desk that this policy is active under Emily’s book.

Thanks,
Cathy Lonie

  	Cathy Lonie
Licensed Office Manager
613-240-8830
cathy@makeaplanfinancial.ca 
Mail: 215 – 110 Didsbury Rd, Kanata ON, K2T 0C2  
www.makeaplanfinancial.ca",True,2026-01-02T17:22:52.000+0000,False,False,0055o000001zVCKAA2,2025-11-18T18:03:09.000+0000,0055o000001zVCKAA2,2026-01-02T17:22:52.000+0000,0055o000001zVCKAA2,2026-01-02T17:22:52.000+0000,(778)870-4137,,emily@makeaplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7kVpYAI,False,,23847139,0030A0000029ohlQAA,0010A000002wBJZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:31:14.000+0000,False,False,005OH0000084GETYA2,2025-11-18T18:31:14.000+0000,005OH0000084GETYA2,2025-11-18T18:31:15.000+0000,005OH0000084GETYA2,2025-11-18T18:31:15.000+0000,(416)639-8825,4167253792,willie.chey@gmail.com,(905)305-6108,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7kvfYAA,False,,23848508,0030A0000029i6eQAA,0010A000002w5sFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Good day Hannah,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we reset your password, disconnected your authenticator from your old device, reconnected it in your new device then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T19:03:38.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T18:50:42.000+0000,005OH00000AbCcLYAV,2025-11-18T19:03:39.000+0000,005OH00000AbCcLYAV,2025-11-18T19:03:39.000+0000,(604)438-3699,(604) 500-3836,hannahchen@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7ngaYAA,False,,23846263,0030A0000029npbQAA,0010A000002wAcmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor assistant having issues viewing application through new business app, called assist , provided their new business coordinator for further assistance.
****
Hi Nicola , thank you for contacting the workspace support today.

We spoke about you not being able to view the application history and progress once submitted, this information should be available if this occurs, please give us a call. Allowing us to do a remote log me in session would be the best way for us to view your screen and determine what the issue could be. In case for any application history or progress your New Business contact coordinator Nancy Savignano 1-647-265-1374, should be able to assist.
Thank you again today for your patience .",True,2025-11-18T18:57:49.000+0000,False,False,005OH00000BFQFCYA5,2025-11-18T18:18:36.000+0000,005OH00000BFQFCYA5,2025-11-18T18:57:49.000+0000,005OH00000BFQFCYA5,2025-11-18T18:57:49.000+0000,(604)484-4170,,thomas@oneill-inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7nwfYAA,False,,23845682,003OH00000Syv0DYAR,001OH00000ZHNSeYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - delegation questions,Medium,"*11/18*
----------------
KB0018469  
Ben Silver
h7435
i got an email from Workspace, we have 2 codes, we have an adsl and MGA side, 
licensed MA with their own Hcode wanted to know how delegation worked. 
they also wanted to know how to get their advisor solutions account active 
advised to reach out to canadalife.contracts&licensing@canadalife.com to get information on how the process works 
advised they will need to get TPA filled out for delegation to their advisor portal and that MGA delegation is simply controlled through the TPA form

*email*
----------------
Good afternoon Ben, 

Thank you for contacting the Workspace Support Team with your delegation questions.

You have a non activated MGA account for your own personal advisor code and another MGA account that exists through delegation from an advisor you support. You wanted to know how delegation worked between MGA and Advisor Solutions accounts and how to activate either. Delegation from MGAs work through TPA and typically the MGA reaches out to Canada Life for the initial activation and account set up. Advisor solutions is done in a similar way but we thought it would be best to reach out to canadalife.contracts&licensing@canadalife.com for a more detailed explanation on how it works. They can also provide you support in the activation/registration of any new ADSL Workspace accounts. If you have questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T23:04:49.000+0000,False,False,005OH000008919xYAA,2025-11-18T18:09:59.000+0000,005OH000008919xYAA,2025-11-18T23:04:49.000+0000,005OH000008919xYAA,2025-11-18T23:04:49.000+0000,(204)926-7588,,ben@wpg-plan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7ptiYAA,False,,23847668,003G0000018f6WmIAI,0010A000002wOTrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:38:42.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T18:38:42.000+0000,0055o000002KxaMAAS,2025-11-18T18:38:43.000+0000,0055o000002KxaMAAS,2025-11-18T18:38:43.000+0000,(403)232-4595,(403) 585-5560,rgreen@sagium.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7qUjYAI,False,,23845943,0030A0000029pF9QAI,0010A000002wBk1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client name typo,Medium,"Email sent to CIS team: ClientInformationSystem.Support@canadalife.com and asking them if they can perform the update.

Hello Bonnie, 

Thank you for contacting workspace support team with name correction. I am glad to assist with your inquiry today.

To recap: You contacted us to correct the spelling of the client’s first name on policy 411239494, changing it from “ADNREW” to “ANDREW.” I have submitted an inquiry to the appropriate department to make this update. Once I receive confirmation, I will provide you with an update.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T18:44:16.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T18:14:14.000+0000,005OH00000AbCcLYAV,2025-11-18T19:12:42.000+0000,005OH00000AbCcLYAV,2025-11-18T19:12:42.000+0000,(403)208-5276XT3G4X8,XT3G4X8,tombadry@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7qUkYAI,False,,23846514,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:22:42.000+0000,False,False,0050A000000WjqvQAC,2025-11-18T18:22:42.000+0000,0050A000000WjqvQAC,2025-11-18T18:22:42.000+0000,0050A000000WjqvQAC,2025-11-18T18:22:42.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7qhgYAA,False,,23847341,003G0000018f7IyIAI,0010A000002wPOEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:34:04.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T18:34:04.000+0000,0055o000002KxaMAAS,2025-11-18T18:34:04.000+0000,0055o000002KxaMAAS,2025-11-18T18:34:05.000+0000,(403)244-7999X3,(403) 617-6717,kevin@hfgcanada.ca,(403)244-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7rAiYAI,False,,23847803,0030A0000029aVQQAY,0010A000002vzdIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:40:29.000+0000,False,False,005G0000002gxxjIAA,2025-11-18T18:40:29.000+0000,005G0000002gxxjIAA,2025-11-18T18:40:29.000+0000,005G0000002gxxjIAA,2025-11-18T18:40:29.000+0000,(514)345-8880X206,,nmissakian@twmg.net,(514)345-1806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7sErYAI,False,,23849921,003G0000018f71fIAA,0010A000002wP4zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:12:16.000+0000,False,False,0050A000000Hq5PQAS,2025-11-18T19:12:16.000+0000,0050A000000Hq5PQAS,2025-11-18T19:12:16.000+0000,0050A000000Hq5PQAS,2025-11-18T19:12:16.000+0000,(905)623-0443,(905) 442-8732,larry.gilks@bowmanvillefinancialadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7sI7YAI,False,,23849229,0030A00000BEJuyQAH,0010A00000BoZJTQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:02:13.000+0000,False,False,005G0000002gyDJIAY,2025-11-18T19:02:13.000+0000,005G0000002gyDJIAY,2025-11-18T19:02:13.000+0000,005G0000002gyDJIAY,2025-11-18T19:02:13.000+0000,(204)488-2038,(204) 996-4959,zach@hodsonfinancialinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7sMrYAI,False,,23846134,0030A0000029cgUQAQ,0010A000002w1KZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:16:48.000+0000,False,False,005OH0000084GETYA2,2025-11-18T18:16:48.000+0000,005OH0000084GETYA2,2025-11-18T18:16:49.000+0000,005OH0000084GETYA2,2025-11-18T18:16:49.000+0000,(416)722-1038,,josefinancial@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7uV7YAI,False,,23846338,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:19:59.000+0000,False,False,005OH000007fgYjYAI,2025-11-18T18:19:59.000+0000,005OH000007fgYjYAI,2025-11-18T18:19:59.000+0000,005OH000007fgYjYAI,2025-11-18T18:19:59.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7ua0YAA,False,,23848150,0030A0000029adaQAA,0010A000002vzjRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:45:26.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T18:45:26.000+0000,005OH000003ds0PYAQ,2025-11-18T18:45:26.000+0000,005OH000003ds0PYAQ,2025-11-18T18:45:26.000+0000,(905)665-8021,,,(905)665-8029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7uq6YAA,False,,23846690,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:25:02.000+0000,False,False,005OH00000245RQYAY,2025-11-18T18:25:02.000+0000,005OH00000245RQYAY,2025-11-18T18:25:03.000+0000,005OH00000245RQYAY,2025-11-18T18:25:03.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7wWxYAI,False,,23848779,0030A0000029oorQAA,0010A000002wBPmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:55:03.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T18:55:03.000+0000,005OH000003ds0PYAQ,2025-11-18T18:55:04.000+0000,005OH000003ds0PYAQ,2025-11-18T18:55:04.000+0000,(705)521-1444,,pmoskal@assante.com,(705)521-1450,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7wwnYAA,False,,23848889,003G0000018f7wCIAQ,0010A000002wQ2NQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM - how to,Medium,"*11/18*
----------------
KB0021997  
transfered from 
36576
i dont know how to download the CRM data, 
on my computer, on my available space, 
using log me in, we determined that their CRM data was 10MB so there was more than enough space for the single file 
downloaded and extracted the data for the advisor to their downloads folder 

*email*
----------------

Good afternoon Shirley, 

Thank you for contacting the Workspace Support Team with your CRM inquiry. 

You were looking for some basic support with your CRM information. You wanted to know if your drive would be adequate and how to download and then parse the information in the download. We were able to help you download your data from Workspace. The downloaded file only ended up being about 8 or 9 MB in total size, so your drive had more than enough storage, we also extracted the information for you to the same folder. After this we pointed you to the job aid PDF that explained how to understand the information found in the download. If you wanted to know how to integrate this into your current CRM, please contact them for support for that. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T19:54:53.000+0000,False,False,005OH000008919xYAA,2025-11-18T18:56:46.000+0000,005OH000008919xYAA,2025-11-18T23:17:43.000+0000,005OH000008919xYAA,2025-11-18T23:17:43.000+0000,(519)966-4400,(519) 566-3662,sjacuzzi@breadthconsulting.com,(519)966-3400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7xSzYAI,False,,23846654,003G0000018f7N3IAI,0010A000002wPSiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:24:29.000+0000,False,False,005G0000002gxxjIAA,2025-11-18T18:24:29.000+0000,005G0000002gxxjIAA,2025-11-18T18:24:30.000+0000,005G0000002gxxjIAA,2025-11-18T18:24:30.000+0000,(514)931-4242X4256,(514) 928-1321,lr@lucriopel.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7z52YAA,False,,23847718,0030A0000029iPwQAI,0010A000002w69NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:39:18.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T18:39:18.000+0000,005OH000004oiYEYAY,2025-11-18T18:39:18.000+0000,005OH000004oiYEYAY,2025-11-18T18:39:18.000+0000,(519)546-5817,(519) 348-9873,chad.webber@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g7zcsYAA,False,,23849054,003OH00000Xfy5FYAR,001OH00000fyWLaYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:59:26.000+0000,False,False,005OH000007fgYjYAI,2025-11-18T18:59:26.000+0000,005OH000007fgYjYAI,2025-11-18T18:59:27.000+0000,005OH000007fgYjYAI,2025-11-18T18:59:27.000+0000,(514)830-4637,,vincent.hillel@altohyp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g824UYAQ,False,,23847854,0030A0000029e6dQAA,0010A000002w2VzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration,Medium,"***DDS 2025-11-18***
User needed MGA Registration assistance.
DDS referred user to Distribution Methodology.
DDS also assisted user with CRM data download and acknowledgement. 

================================================================================
****Email Chain**
Hello John,

It was a pleasure speaking to you earlier regarding your MGA Workspace registration.

As discussed, we’ve gone ahead and included Distribution Methodology to this email chain to provide you with your User ID.
 
@Distribution Methodology Could you please provide John Maas with his User ID for his MGA Workspace account under advisor code H9040?

@Maas, John Once you have this information, feel free to reply to this email or give us a call and we would love to assist you with your registration.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T19:02:18.000+0000,False,False,005OH00000AX0rVYAT,2025-11-18T18:41:07.000+0000,005OH00000AX0rVYAT,2025-11-18T19:02:18.000+0000,005OH00000AX0rVYAT,2025-11-18T19:02:18.000+0000,(902)576-2807,,john@dhrobertsfinancial.ca,(902)420-2810,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g82ECYAY,False,,23848260,0030A0000029ZqZQAU,0010A000002vz4ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:47:11.000+0000,False,False,005G0000002gxxjIAA,2025-11-18T18:47:11.000+0000,005G0000002gxxjIAA,2025-11-18T18:47:12.000+0000,005G0000002gxxjIAA,2025-11-18T18:47:12.000+0000,(514)781-0750,,alexblackburn80@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g83erYAA,False,,23847338,0030A000008P3QIQA0,0010A000009IJhMQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User locked out of RepNet,Medium,"****DDS***11/18/2025
User was having issues signing into workspace, but after further review looks like they were signing in on the Repnet page and after too many attempts, Uer ID was locked and workspace access was restricted with err 1285. ISAM ID was unlocked and User ID password was reset. User still having issues with sign in gettign err 1282 and 1283. which steps from wrong password entered. Advised User to reset password and try to sign in again. 


*****email chain**** 
Hello Li,

     Thank you for calling workspace support, it was a pleasure assisting you today. The initial sign in issue stemmed from signing in from the wrong log in page. After too many wrong password attempts on the RepNet site, it locked your UserID which is vital to access workspace. We were able to unlock that, but there still seems to be an issue with workspace as it’s not accepting it. On the sign in page, you were receiving error 1282, which is usually tied to the password being entered incorrectly. I would suggest trying to reset the password again on the workspace log in page ( https://workspace.canadalife.com/), try to write the password on a piece of paper and that should fix it. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T19:24:09.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T18:34:03.000+0000,005OH00000BFQFHYA5,2025-11-18T19:24:09.000+0000,005OH00000BFQFHYA5,2025-11-18T19:24:09.000+0000,(647)858-5699,(647) 858-5699,cuteyixiu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g83zzYAA,False,,23851106,003OH00000D9IfnYAF,001OH00000G6PnLYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:29:23.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T19:29:23.000+0000,005OH000004oiYEYAY,2025-11-18T19:29:23.000+0000,005OH000004oiYEYAY,2025-11-18T19:29:23.000+0000,(226)345-2676,,kristyn@abundantlifews.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g849WYAQ,False,,23847700,0030A0000029cZTQAY,0010A000002w1FyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:39:03.000+0000,False,False,005OH0000084GETYA2,2025-11-18T18:39:03.000+0000,005OH0000084GETYA2,2025-11-18T18:39:03.000+0000,005OH0000084GETYA2,2025-11-18T18:39:03.000+0000,(905)988-7328,(905) 988-7328,emjay@cogeco.ca,(905)735-4421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g85woYAA,False,,23847583,003OH00000PtjB4YAJ,001OH00000VW2TRYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:37:37.000+0000,False,False,0050A000000WjqvQAC,2025-11-18T18:37:37.000+0000,0050A000000WjqvQAC,2025-11-18T18:37:37.000+0000,0050A000000WjqvQAC,2025-11-18T18:37:37.000+0000,(613)355-7016,,joanne@theprecplanners.ca,(613)748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g86JPYAY,False,,23849840,0030A0000029oQAQAY,0010A000002wB4OQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:11:02.000+0000,False,False,005G0000002gxxjIAA,2025-11-18T19:11:02.000+0000,005G0000002gxxjIAA,2025-11-18T19:11:03.000+0000,005G0000002gxxjIAA,2025-11-18T19:11:03.000+0000,(514)806-6608,,kypan@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g87dgYAA,False,,23849846,0031600002BSBU9AAP,0010A000002wN6WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't login to Product Illustration,Medium,"Name: Charlie 
Advisor or support staff: Advisor 
Advisor Code: LL33442 F1806
Advisor Name: JOHN CHARLES MCCABE	
Phone: 
Email:  charlie.mccabe@rosewoodwealth.ca		
1. Siebel verification: N/A
2. Last Login to Workspace:N/A

Issue: Product Illustrations, can't login. Desktop version. Was able to access last in Sept. Problem verifying password or component

checked ISAM--ll33442@llext active. 

check KB0021168 its not a dds kb and also kb KB0022935

checked KB0022935 not seeing group membership in step 2--missing the ""IndIns_Illustration_Users"" group, proceed with step f
NOTE: Advise the user to contact their Regional Office Manager/Operations Manager (may also be known as their BSA for ADSL advisor, or RSA for independent distributors) to request a Security Access Request be submitted to correct their missing access.

RESOLUTION: Called ASSIST DESK/SPOKE TO KEVIN. HE CHECKED AND CONFIRMED THIS IS THE PROCESS TO FOLLOW AS PER KB TO HAVE THEM CONTACT--Regional Office Manager/Operations Manager (may also be known as your BSA) to request a Security Access Request be submitted to correct their missing access

sent follow up
--------------------------------------***DDS  11/18/2025***--------------------------
Hello Charlie,

Thank you for contacting Workspace Support today regarding accessing Product Illustrations Pre-2017 desktop version.

You will need to reach out to your Regional Office Manager/Operations Manager (may also be known as your BSA) to request a Security Access Request be submitted to correct their missing access.

We do not have a direct contact or phone # to provide you with.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-18T19:41:02.000+0000,False,False,005OH00000AUS7aYAH,2025-11-18T19:11:16.000+0000,005OH00000AUS7aYAH,2025-11-18T19:41:02.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:44.000+0000,(647)669-7420,(647) 669-7420,charlie.mccabe@rosewoodwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g88ppYAA,False,,23847873,003G0000018f6yGIAQ,0010A000002wP0uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:41:33.000+0000,False,False,0050A000000WjqvQAC,2025-11-18T18:41:33.000+0000,0050A000000WjqvQAC,2025-11-18T18:41:33.000+0000,0050A000000WjqvQAC,2025-11-18T18:41:33.000+0000,(613)967-6060,(613) 921-7799,jeanettemolloy@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g89AnYAI,False,,23847904,003G0000018f6d8IAA,0010A000002wObJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:41:57.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T18:41:57.000+0000,0055o000002KxaMAAS,2025-11-18T18:41:57.000+0000,0055o000002KxaMAAS,2025-11-18T18:41:57.000+0000,(403)355-3598,403-605-1166,bryce@couillard.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g89dtYAA,False,,23851301,003G0000018f6fmIAA,0010A000002wOdoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,"**EMAIL**

Hi William,

As mentioned in my previous email, please see below for your Excel file password(s):
L8HMQA3SMZ

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day William,

Please find the attached file of the requested PAC AWD Summary Report on Investment Centre (Nominee). A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi Carmen, 

Report Q503 PAC AWD Summary Report MORONEY, W 9917-11294 is available now in the Ad-Hoc folder. 

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: November 14, 2025 10:06 AM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID287

Item ID287 has been added Chen, Carmen 11/14/2025 9: 05 AM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
 
    Item ID287 has been added
 	 	 
 
Chen, Carmen
11/14/2025 9:05 AM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report  

Column Requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-11294 

Column and data filer requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-11294 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/18/2025 

Requestor Name and Organization :	WILLIAM MORONEY, SYNERGY FINANCIAL GROUP INC (WWMR) 

MI Specialist:	 

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-11294 
 

Advisor Name:	WILLIAM MORONEY 

Dealer Code:	9917-11294 

Rep Code as it appears in Unitrax:	9917-11294 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	 


 	
				
				
Modify my alert settings
|	View MI Intake Checklist



Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: William Moroney
Code: W6127, 11294

Please email it to will@synergyfinancialgroup.com",True,2025-11-18T19:32:40.000+0000,False,False,005OH0000071DK9YAM,2025-11-18T19:32:40.000+0000,005OH0000071DK9YAM,2025-11-18T19:32:41.000+0000,005OH0000071DK9YAM,2025-11-18T19:32:41.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8CJyYAM,False,,23849403,003OH00000IHPEFYA5,001OH00000MSWgJYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:04:38.000+0000,False,False,005G0000002gxxjIAA,2025-11-18T19:04:38.000+0000,005G0000002gxxjIAA,2025-11-18T19:04:38.000+0000,005G0000002gxxjIAA,2025-11-18T19:04:38.000+0000,(450)275-3733,,kim@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8COuYAM,False,,23849796,003G0000018f6wTIAQ,0010A000002wOyLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Conversion,Medium,"User is inquiring if two RRSP accounts, one with old London Life funds and one with new Canada Life funds can be converted into one RRIF account since the client is 71 years old. 

Email: alan.david@insure-invest.ca 
Code: F1097

*************************************************
Good afternoon, Alan

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your conversion inquiry!
 
Any questions related to process and operations should be forwarded to your RSA (Reginal Sales Associate). I would suggest contacting Sarra Gharbi at sarra.gharbi@canadavie.com. 
 
If you have any questions or need further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T19:22:53.000+0000,False,False,005OH00000BG5v4YAD,2025-11-18T19:10:24.000+0000,005OH00000BG5v4YAD,2025-11-18T19:26:20.000+0000,005OH00000BG5v4YAD,2025-11-18T19:26:20.000+0000,(514)743-7013,(514) 743-7013,alan.david@insure-invest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8D7yYAE,False,,23849147,0030A00000BEJuyQAH,0010A00000BoZJTQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:00:59.000+0000,False,False,005G0000002gyDJIAY,2025-11-18T19:00:59.000+0000,005G0000002gyDJIAY,2025-11-18T19:00:59.000+0000,005G0000002gyDJIAY,2025-11-18T19:00:59.000+0000,(204)488-2038,(204) 996-4959,zach@hodsonfinancialinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8DKvYAM,False,,23850673,0030A0000029hz6QAA,0010A000002w5laQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:23:27.000+0000,False,False,0050A000001o2WeQAI,2025-11-18T19:23:27.000+0000,0050A000001o2WeQAI,2025-11-18T19:23:28.000+0000,0050A000001o2WeQAI,2025-11-18T19:23:28.000+0000,(902)499-1135,(902) 499-1135,knight@eastlink.ca,(902)443-3166,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8Gc5YAE,False,,23848711,0031600002cxtZ7AAI,0015o000003m9D6AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T18:53:59.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T18:53:59.000+0000,0055o000002KxaMAAS,2025-11-18T18:53:59.000+0000,0055o000002KxaMAAS,2025-11-18T18:53:59.000+0000,(403)232-4596,(403) 232-4596,mgrovue@sagium.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8IPPYA2,False,,23850408,0030A0000029co8QAA,0010A000002w1QMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:19:20.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T19:19:20.000+0000,005OH000003ds0PYAQ,2025-11-18T19:19:20.000+0000,005OH000003ds0PYAQ,2025-11-18T19:19:21.000+0000,(705)742-4245,,pblodgett@darlinginsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8JesYAE,False,,23852036,0031600002HMl26AAD,0010A000002wNJLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,"report provided 

**EMAIL**

Hi Brandon,

As mentioned in my previous email, please see below for your password-protected Excel file:
V2MRTGPK6C

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Brandon,

Please find the attached file of the requested LL33909 Client Listing – DSC information (maturity dates and maturity amounts) segregated funds only. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Carmen,

Report U2070 Book of Business with DSC by Advisor_WD CHAPMAN, B U0000002213.xlsx is available now in the Ad-Hoc Folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: November 11, 2025 2:36 PM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID282

Item ID282 has been added Chen, Carmen 11/11/2025 1: 35 PM Source System: Other Is this request in relation to a new or existing report?: New If development is in relation to an existing Report please provide the name and scan code of the existing
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
 
    Item ID282 has been added
 	 	 
 
Chen, Carmen
11/11/2025 1:35 PM
Source System:	Other 

Is this request in relation to a new or existing report?:	New 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 

Column Requirements :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 
LL33909, U0000002213 

Column and data filer requirements :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 
LL33909, U0000002213 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/14/2025 

Requestor Name and Organization :	BRANDON CHAPMAN, SWORD & A SHIELD WEALTH PROTECTION INC. (PSAS) 

MI Specialist:	 

Report Purpose - Business Use :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 
LL33909, U0000002213 

Case23686435 

Advisor Name:	BRANDON CHAPMAN 

Dealer Code:	LL33909, U0000002213 

Rep Code as it appears in Unitrax:	LL33909, U0000002213 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	 


 	
				
				
Modify my alert settings
|	View MI Intake Checklist




Hi Brian,

This request is now complete and sent to the advisor, brandon@saasinsurance.ca.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: McLean, Brian <Brian.McLean@canadalife.com> 
Sent: November 10, 2025 9:08 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Tupholme, Alison <Alison.Tupholme@canadalife.com>
Subject: FW: DSC/LSC Clients List Report Request /Case23606356 and Case23686435

Good Morning,

Yes, please proceed and send this to the advisor directly. 

FYI, Alison.

Thank you,

Brian McLean 
Team Coordinator | Individual Wealth, Canada Operations
brian.mclean@canadalife.com | 226-316-1414

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage

From: BusinessReporting 
Sent: November 7, 2025 10:20 AM
To: McLean, Brian 
Subject: RE: DSC/LSC Clients List Report Request /Case23606356

Good morning Brian,

Please note our team provide client listing reports to external (field) users only. And this report request is a custom-built report which will require our data provider to look into, LL33909 Client Listing – DSC information (Maturity Dates and Maturity Amount – available for segregated funds only). 

Please let us know if you would like us to proceed with this request. Once it is ready, this report will be sent out to the advisor directly.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: McLean, Brian <Brian.McLean@canadalife.com> 
Sent: November 3, 2025 9:58 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: DSC/LSC Clients List Report Request

Good Morning,

Can you please provide a report for the below:

List of clients with matured DSC funds 
Advisor: Brandon Chapman - 33909 – 7719

Thank you,

Brian McLean 
Team Coordinator | Individual Wealth, Canada Operations
brian.mclean@canadalife.com | 226-316-1414

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage

From: Tupholme, Alison <Alison.Tupholme@canadalife.com> 
Sent: October 31, 2025 2:03 PM
To: McLean, Brian <Brian.McLean@canadalife.com>
Subject: DSC/LSC Clients List Report Request

Hi Brian,

Would you be able to generate a report for a list of clients who have matured DSC/LSC funds?

Advisor: Brandon Chapman - 33909 - 7719

Thank you!

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 

Alison Tupholme 
Sr. Customer Service Specialist 
Wealth Management, Individual Customer 
The Canada Life Assurance Company 
T424-5B 
(T) 226-316-1403
(F) 1-877-814-6492",True,2025-11-18T19:43:19.000+0000,False,False,005OH0000071DK9YAM,2025-11-18T19:43:19.000+0000,005OH0000071DK9YAM,2025-11-18T19:43:19.000+0000,005OH0000071DK9YAM,2025-11-18T19:43:19.000+0000,(604)202-0803,(604) 202-0803,brandon@saasinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8KUPYA2,False,,23849127,0030A0000029b6OQAQ,0010A000002w08SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:00:46.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T19:00:46.000+0000,005OH000003ds0PYAQ,2025-11-18T19:00:46.000+0000,005OH000003ds0PYAQ,2025-11-18T19:00:46.000+0000,(613)256-9950,(613) 797-5751,paul_virgin@hotmail.com,(613)256-9956,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8KhJYAU,False,,23849145,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-18T19:02:09.000+0000,False,False,005OH000006uYruYAE,2025-11-18T19:00:59.000+0000,005OH000006uYruYAE,2025-11-18T19:24:48.000+0000,005OH000006uYruYAE,2025-11-18T19:24:48.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8LDcYAM,False,,23849953,0030A000007ntycQAA,0010A000008fYdJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA Account Registration,Medium,"Bonjour Martin, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Pour obtenir votre accès à l’Espace affaires, vous devrez tout d’abord faire votre inscription pour votre nom d’utilisateur. Vous pourrez par la suite faire votre inscription pour votre compte Espace affaires. 

Vous trouverez ici-bas les explications pour obtenir vos 2 accès. 

Comment obtenir un nom d’utilisateur

Avant que vous puissiez obtenir votre compte Espace affaires, vous devrez faire votre inscription pour votre nom d’utilisateur. Vous aurez besoin de votre code d’activation. 

Pour obtenir votre code d’activation, veuillez envoyer un courriel  à distribution_methodology@canadalife.com et leur demander de vous envoyer votre lettre d’inscription pour votre nom d’utilisateur. Cette lettre contiendra un numéro d’activation.

Une fois que vous aurez obtenu votre code d’activation ainsi que les autres renseignements nécessaires pour faire votre inscription pour votre nom d’utilisateur de la part du département de Canada Vie de méthodologie de distribution, veuillez  utiliser ce lien pour faire votre inscription : https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/TermsAndConditionsSetup.do 

Comment vous inscrire pour votre compte Espace affaires

Une fois inscrit, vous devrez attendre 48 heures ouvrables avant de pouvoir vous inscrire à votre compte Espace affaires. 

Pour compléter votre inscription, veuillez faire suivre ce lien : https://workspace.canadalife.com/s/login/SelfRegister?language=fr

Si vous avez des questions en lien avec votre inscription pour votre compte Espace affaires, veuillez nous envoyer un courriel une fois que vous serez rendu à cette étape. 

Bonne fin de journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Martin Brassard <Martin.Brassard@iagestionprivee.ca> 
Sent: Tuesday, November 18, 2025 10:11 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Connexion

Bonjour, Je suis conseiller pour Canada Vie et mon code est le C8020. J'aimerais me connecter à l'Espace Affaires. Je ne me souviens pas si j'avais créé un compte sur l'ancien site et donc si j'avais un nom d'utilisateur RéseauRep. Si c'est
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Je suis conseiller pour Canada Vie et mon code est le C8020. J'aimerais me connecter à l'Espace Affaires. 

Je ne me souviens pas si j'avais créé un compte sur l'ancien site et donc si j'avais un nom d'utilisateur RéseauRep. Si c'est le cas c'était avec mon ancien courriel brassardm@vmbl.ca auquel je n'ai plus accès. 

Êtes-vous en mesure de me dire si j'ai un nom d'utilisateur du RéseauRep? Et si oui quel est-il?
Si non je dois écrire à Distribution Methodology pour en obtenir un c'est bien ça?

Merci de votre aide et bonne journée,


 	Martin Brassard 
Gestionnaire de portefeuille associé et conseiller en placement
Associate Portfolio Manager and Investment Advisor
Parent & Brassard 
iA Gestion privée de patrimoine | iA Private Wealth
2505, boulevard Laurier, bureau 100
Québec (Québec) G1V 2L2
T: 418-577-2083
Cell : 418-670-5680
Aussi partenaire : Serge Parent : 418-577-2093
Adjoint : Louis Philip Laplante : 418-577-2076
Adjoint : Anthony Pelletier : 418-577-2084
Adjoint : Nicolas Perron : 418-577-2087
Adjointe : Annie-Claude Bujold : 418-577-2092

Martin.Brassard@iagestionprivee.ca | Martin.Brassard@iaprivatewealth.ca


- English 
NOTICE: The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender immediately by return electronic transmission and then immediately delete this transmission, including all attachments, without copying, distributing or disclosing same. Email is not a secure means of communication. Please advise us if you would prefer to use an alternate form of communication. iA Private Wealth accepts no responsibility or liability for loss or damage arising from the receipt or use of this transmission. Unless otherwise specifically stated, any opinions expressed are those of the author only and this transmission is not intended as a recommendation or solicitation of an offer to purchase or sell any security or related financial instruments. iA Private Wealth does not accept trading instructions via voicemail, fax, email or other means of electronic communication (including text messaging and instant messaging). 
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. 


Insurance services are not offered by iA Private Wealth. Financial planning in the province of Quebec isn’t offered by iA Private Wealth. Only the services offered by iA Private Wealth are covered by the Canadian Investor Protection Fund. 
To unsubscribe from receiving commercial electronic messages from iA Private Wealth, click here. 

- Email – French 
AVIS : Ce message s'adresse uniquement à la personne ou à l'entité indiquée et peut contenir des renseignements confidentiels ou privilégiés. Toute consultation, retransmission, diffusion ou tout autre usage de l'information contenue dans ce message, ainsi que toute adoption de mesures fondée sur celle-ci, par des personnes ou des entités autres que le destinataire indiqué est interdit. Si ce message vous a été transmis par erreur, veuillez en informer l'envoyeur en le lui retournant sur-le-champ et supprimer ensuite immédiatement le message, ainsi que toutes les pièces jointes, sans le copier, le diffuser ou le divulguer. Le courrier électronique n’est pas un moyen de communication sécuritaire. Veuillez nous le signaler si vous préférez utiliser un autre moyen de communication. iA Gestion privée de patrimoine n’engage aucune responsabilité pour un préjudice découlant de la réception ou de l'utilisation de ce message. À moins d'indication contraire, les opinions exprimées sont uniquement celles de l'auteur et ce message ne constitue pas une offre de vente ou une sollicitation d'achat de titres ou d'instruments financiers connexes. iA Gestion privée de patrimoine n’accepte aucune instruction par messagerie vocale, télécopie, messagerie électronique, ou tout autre moyen de communication électronique (notamment, la messagerie par texte et la messagerie instantanée) relativement à des opérations. 

iA Gestion privée de patrimoine inc. est membre du Fonds canadien de protection des investisseurs et de l’Organisme canadien de réglementation des investissements. iA Gestion privée de patrimoine est une marque de commerce et un autre nom sous lequel iA Gestion privée de patrimoine inc. Exerce ses activités. 


Les services d’assurance ne sont pas offerts par iA Gestion privée de patrimoine. La planification financière n’est pas offerte par iA Gestion privée de patrimoine dans la province de Québec. Seuls les services offerts par iA Gestion privée de patrimoine sont couverts par le Fonds canadien de protection des investisseurs. 
Pour vous désabonner et ne plus recevoir de messages électroniques commerciaux d’iA Gestion privée de patrimoine veuillez cliquer ici.",True,2025-11-26T17:18:11.000+0000,False,False,0055o000001zVCKAA2,2025-11-18T19:12:48.000+0000,0055o000001zVCKAA2,2025-11-26T17:18:11.000+0000,0055o000001zVCKAA2,2025-11-26T17:18:11.000+0000,(418)577-2083,,martin.brassard@iagestionprivee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8MPlYAM,False,,23849270,003OH00000IHPEFYA5,001OH00000MSWgJYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:02:47.000+0000,False,False,005G0000002gxxjIAA,2025-11-18T19:02:47.000+0000,005G0000002gxxjIAA,2025-11-18T19:02:48.000+0000,005G0000002gxxjIAA,2025-11-18T19:02:48.000+0000,(450)275-3733,,kim@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8MzFYAU,False,,23849311,003OH00000On88QYAR,001OH00000U9ZyLYAV,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Log In Questions,Medium,"****DDS****11/18/25 

User inquiring about TPA for WS
Provided TPA form and referred user to DM 
=============================================================================
 
****Email Chain****

Good day Christi,

Thank you for contacting Workspace Support regarding third party access to Workspace.

To have an account setup for all support staff, your advisor Jeremiah will need to fill out the TPA form attached to this email and send it to the Distribution Methodology team via Distribution_Methodology@canadalife.com. Once you receive the registration letter from Distribution Methodology, you can proceed to create your User ID. After 48 hours, you can then register for Workspace using the link provided in the registration letter.

Let me know if you have any questions or concerns and I will be happy to assist you.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Uche, Nnedinma <Nnedinma.Uche@canadalife.com> 
Sent: November 18, 2025 8:18 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] Log In Questions

Hello Team,

Please can you assist.

Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com> 
Sent: Wednesday, November 12, 2025 10:03 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: [EXT] Log In Questions

 
________________________________________
From: Christi Nagel <christi@tpfs.ca>
Sent: Wednesday, November 12, 2025 4:02:57 PM (UTC+00:00) Monrovia, Reykjavik
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: [EXT] Log In Questions
Hello,   I work with Jeremiah Renner and I'm reaching out with a question regarding log in. Now that Canada Life requires a push notification in order to complete the log in, this creates some difficulty if a team member needs access to information
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hello,
 
I work with Jeremiah Renner and I'm reaching out with a question regarding log in. Now that Canada Life requires a push notification in order to complete the log in, this creates some difficulty if a team member needs access to information in Canada Life's back office but Jeremiah is unavailable for the notification. 
 
Is it possible for each team member to have a log in to be able to access Jeremiah's clients so that we aren't dependent on him being around? Or is there a different solution for this issue?
Thank you,
-- 
Christi Nagel
Licensed Administrator, Two Pillars Financial Solutions Inc.
christi@tpfs.ca cell: 780-299-0972
WARNING: All e-mail to or from this address is recorded by Two Pillars Financial Solutions Inc. and is subject to archival, monitoring and/or review, by and/or disclosure to, someone other than the recipient. This message is intended only for the persons to whom it is addressed. It may contain information that is privileged and confidential. If you are not the intended recipient, please contact the sender immediately and the delete the e-mail without reading it or making a copy. Any distribution, copying, or other use of this email by a person other than the intended recipient is prohibited.
Precautions have been taken to screen this e-mail for viruses but it may not be virus free. We are not responsible for any damage that may be caused by this e-mail. This communication is for information purposes only and is not an offer to sell or a solicitation of an offer to buy any financial product, an official confirmation of any transaction or an official statement of Two Pillars Financial Solutions Inc.. This e-mail cannot be guaranteed to be secure or error free.",True,2025-11-18T19:03:25.000+0000,False,False,005OH0000097FtCYAU,2025-11-18T19:03:25.000+0000,005OH0000097FtCYAU,2025-11-18T19:03:51.000+0000,005OH0000097FtCYAU,2025-11-18T19:03:51.000+0000,(780)299-0972,,christi@tpfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8N8wYAE,False,,23851128,0030A0000029gCRQAY,0010A000002w4GXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User Repnet and workspace locked out,Medium,"****DDS**** 11/18/2025
User calling to have repnet access reset. as they were locked out of the account. User passed authentication but number on file does not match what user provided. referred to APEXA or MGA leadership to get it updated.


***email chain****

Hello Jean-Marie,

      Thank you contacting Canada life workspace support, it was a pleasure assisting today. As part of the authentication process, I do have to call back the number we have on file, since the number you provided isn’t on file and were not able to respond answer on the number. You will have to update your number via APEXA. Any assistance on how to do that can be handled by your National Accounts leadership. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T19:56:05.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T19:29:46.000+0000,005OH00000BFQFHYA5,2025-11-18T19:56:05.000+0000,005OH00000BFQFHYA5,2025-11-18T19:56:05.000+0000,(514)832-5100,(514) 660-3957,jbejjani@assante.com,(514)832-5232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8NGzYAM,False,,23849326,0030A0000029bALQAY,0010A000002w0CAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:03:35.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T19:03:35.000+0000,005OH000004oiYEYAY,2025-11-18T19:03:35.000+0000,005OH000004oiYEYAY,2025-11-18T19:03:35.000+0000,(519)608-3432,,blake@bwfg.ca,(519)673-0994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8R7kYAE,False,,23850968,0031600002JA6KeAAL,0010A000002wNQgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:27:22.000+0000,False,False,005G0000002gxxjIAA,2025-11-18T19:27:22.000+0000,005G0000002gxxjIAA,2025-11-18T19:27:23.000+0000,005G0000002gxxjIAA,2025-11-18T19:27:23.000+0000,(514)931-4242,(514) 836-7388,lin.li@linfinancialinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8RfbYAE,False,,23850188,003G0000018f7KmIAI,0010A000002wPQTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:16:11.000+0000,False,False,0050A000000Hq5PQAS,2025-11-18T19:16:11.000+0000,0050A000000Hq5PQAS,2025-11-18T19:16:11.000+0000,0050A000000Hq5PQAS,2025-11-18T19:16:11.000+0000,(416)291-0451,(647) 294-3267,paul@helewafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8RndYAE,False,,23849787,0030A0000069aLQQAY,0010A000006uB2LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:10:14.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T19:10:14.000+0000,005OH000003ds0PYAQ,2025-11-18T19:10:14.000+0000,005OH000003ds0PYAQ,2025-11-18T19:10:14.000+0000,(705)357-3916,,peter@brethourfinancial.net,(705)357-1839,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8TW5YAM,False,,23849944,0030A0000029VwZQAU,0010A000002vvngQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Case 23849944: Workspace access and MFA set up,Medium,"Hi Amy,

It was a pleasure speaking on the phone with you earlier regarding your Workspace MGA account and setting up your authenticator.

Just a recap of what we did, we cleared your browser’s cookies, reset your password, installed the authenticator in your mobile device, linked it to your Workspace account, then logged you out and back in to make sure that you are receiving the MFA code.

As it was your first time logging into your Workspace, we made sure to train you on the access steps. As a reminder, please make sure to enter your email address and not your advisor code for access and chose the MGA association.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T19:47:23.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T19:12:38.000+0000,005OH00000AbCcLYAV,2025-11-18T19:47:24.000+0000,005OH00000AbCcLYAV,2025-11-18T19:47:24.000+0000,(647)700-6838,,amyzheng757@gmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8U5fYAE,False,,23851833,0030A0000029ojhQAA,0010A000002wBLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration Issue,Medium,"***DDS 2025-11-18***
User needed assistance registering.
DDS assisted user but encountered registration error ERR-W1510.
DDS also noticed that user has 2 User IDs under the same activation code.
DDS escalated this issue to level 2 support.",True,2025-11-19T17:21:53.000+0000,False,False,005OH00000AX0rVYAT,2025-11-18T19:40:30.000+0000,005OH00000AX0rVYAT,2025-11-19T17:21:53.000+0000,005OH0000064XtBYAU,2025-11-19T17:21:53.000+0000,(416)844-7528,,samxm@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8UX5YAM,False,,23852331,0030A0000029cUmQAI,0010A000002w1CtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:47:43.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T19:47:43.000+0000,005OH000003ds0PYAQ,2025-11-18T19:47:44.000+0000,005OH000003ds0PYAQ,2025-11-18T19:47:44.000+0000,(613)394-6000X7007,,pdstewart@peakgroup.com,(613)394-9990,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8UlVYAU,False,,23850078,003G0000018f73GIAQ,0010A000002wP6aQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:14:33.000+0000,False,False,0050A000000Hq5PQAS,2025-11-18T19:14:33.000+0000,0050A000000Hq5PQAS,2025-11-18T19:14:34.000+0000,0050A000000Hq5PQAS,2025-11-18T19:14:34.000+0000,(289)932-2396,,mark@springrocc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8YKTYA2,False,,23850418,0031600002cxZVLAA2,0010A000002wOLEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:19:29.000+0000,False,False,0050A000000Hq5PQAS,2025-11-18T19:19:29.000+0000,0050A000000Hq5PQAS,2025-11-18T19:19:29.000+0000,0050A000000Hq5PQAS,2025-11-18T19:19:29.000+0000,(416)250-9988,(416) 999-2072,sean.slapnicar@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8YltYAE,False,,23850469,0030A0000029ZgrQAE,0010A000002vyvtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:20:23.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T19:20:23.000+0000,005OH000003ds0PYAQ,2025-11-18T19:20:23.000+0000,005OH000003ds0PYAQ,2025-11-18T19:20:23.000+0000,(613)384-7114,,peter.schenk@edwardjones.com,(866)575-0707,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8ZoZYAU,False,,23854442,0030A0000029inQQAQ,0010A000002w6QtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:20:12.000+0000,False,False,0050A000001o2WeQAI,2025-11-18T20:20:12.000+0000,0050A000001o2WeQAI,2025-11-18T20:20:13.000+0000,0050A000001o2WeQAI,2025-11-18T20:20:13.000+0000,(709)757-4203,,reg@ltlfinancial.ca,(709)757-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8bGrYAI,False,,23853419,003G0000018f6wTIAQ,0010A000002wOyLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:04:17.000+0000,False,False,005OH00000245RQYAY,2025-11-18T20:04:17.000+0000,005OH00000245RQYAY,2025-11-18T20:04:18.000+0000,005OH00000245RQYAY,2025-11-18T20:04:18.000+0000,(514)743-7013,(514) 743-7013,alan.david@insure-invest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8bTjYAI,False,,23855402,003G0000018f6oyIAA,0010A000002wOqiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,MAS Fee Charges Summary Report Request,True,2025-11-18T20:35:52.000+0000,False,False,005OH0000071DK9YAM,2025-11-18T20:35:52.000+0000,005OH0000071DK9YAM,2025-11-18T20:35:52.000+0000,005OH0000071DK9YAM,2025-11-18T20:35:52.000+0000,(902)225-6851,(902) 225-6851,steve@stevecashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8dVRYAY,False,,23850954,0035o000006X2ozAAC,0015o0000073NIPAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:27:15.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T19:27:15.000+0000,005OH000003ds0PYAQ,2025-11-18T19:27:15.000+0000,005OH000003ds0PYAQ,2025-11-18T19:27:15.000+0000,(705)524-1559,,peter.dipietrantonio@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8eD2YAI,False,,23853344,0030A000002EDgJQAW,0010A0000030m7NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:03:01.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T20:03:01.000+0000,005OH000003ds0PYAQ,2025-11-18T20:03:01.000+0000,005OH000003ds0PYAQ,2025-11-18T20:03:01.000+0000,(905)434-8946,,peter.grozdanis@edwardjones.com,(877)314-1317,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8f2eYAA,False,,23852026,0030A000006h9AbQAI,0010A000007Rsv4QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:43:10.000+0000,False,False,0055o000002KxmIAAS,2025-11-18T19:43:10.000+0000,0055o000002KxmIAAS,2025-11-18T19:43:10.000+0000,0055o000002KxmIAAS,2025-11-18T19:43:10.000+0000,(519)275-3333,,trevor@vanceafinancial.com,(519)275-2044,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8gpvYAA,False,,23852123,0035o000005iiNCAAY,0015o000006HSHBAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:44:24.000+0000,False,False,005G0000002gxxjIAA,2025-11-18T19:44:24.000+0000,005G0000002gxxjIAA,2025-11-18T19:44:25.000+0000,005G0000002gxxjIAA,2025-11-18T19:44:25.000+0000,(514)567-1371,,eric.paradis.31@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8hZ3YAI,False,,23851405,0030A0000029ohlQAA,0010A000002wBJZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:34:12.000+0000,False,False,005OH0000084GETYA2,2025-11-18T19:34:12.000+0000,005OH0000084GETYA2,2025-11-18T19:34:12.000+0000,005OH0000084GETYA2,2025-11-18T19:34:12.000+0000,(416)639-8825,4167253792,willie.chey@gmail.com,(905)305-6108,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8jCfYAI,False,,23851610,0030A0000029hfWQAQ,0010A000002w5VrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:37:02.000+0000,False,False,0055o000002KxmIAAS,2025-11-18T19:37:02.000+0000,0055o000002KxmIAAS,2025-11-18T19:37:02.000+0000,0055o000002KxmIAAS,2025-11-18T19:37:02.000+0000,(905)333-3335,,monika.wilk@igpwm.ca,(905)333-3359,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8lpZYAQ,False,,23851893,003OH00000WaUoQYAV,001OH00000e15wNYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Successfully registered for WS
==========================
Bonjour Corinne, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à vous inscrire et à accéder à votre compte Workspace. 

Votre avis compte. Faites-nous savoir ce que vous pensez de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T19:41:18.000+0000,False,False,005OH00000BFQFGYA5,2025-11-18T19:41:18.000+0000,005OH00000BFQFGYA5,2025-11-18T19:58:06.000+0000,005OH00000BFQFGYA5,2025-11-18T19:58:06.000+0000,(418)832-1494,,corinne.carrier@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8nZgYAI,False,,23854018,0030A0000029lZWQAY,0010A000002w8iVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Account Unlock and Password Reset,Medium,"***DDS 2025-11-18***
User was having issues resetting their password to login to Workspace.
DDS unlocked user's account and assisted in password reset after authentication.
 
================================================================================
****Email Chain**
Hello Tim,

It was a pleasure speaking to you earlier regarding your Workspace password reset.

We’re happy we were able to assist you in resetting your password and unlocking your Workspace.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T20:21:44.000+0000,False,False,005OH00000AX0rVYAT,2025-11-18T20:13:41.000+0000,005OH00000AX0rVYAT,2025-11-18T20:22:05.000+0000,005OH00000AX0rVYAT,2025-11-18T20:22:05.000+0000,(705)497-0130,(705) 845-1984,tim.wright@hotmail.com,(705)476-1149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8okFYAQ,False,,23853318,003OH00000H69OcYAJ,001OH00000L7pD0YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre sign in issue,Medium,"Advisor is not able to access investment centre. They received email from us yesterday saying that they should have access now. Called assist line and they will escalate the issue.

***DDSSL Nov 18 2025***

Confirmed user details and raised to DHAS as per KB KB0021772

===Email Chain===

Good afternoon Andrew, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you regarding the error you have been facing when attempting to access Investment Centre. 
We are happy to assist you in this matter. 
We have escalated this issue to the Digital Lab team for deeper investigation and correction. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:40:01.000+0000,False,False,005OH000001yNnaYAE,2025-11-18T20:02:37.000+0000,005OH00000BFiyTYAT,2025-12-08T17:40:01.000+0000,005OH000001yNnaYAE,2025-12-13T02:02:01.000+0000,(289)338-5930,,andrew@jfginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8qywYAA,False,,23852416,0030A0000029Z7QQAU,0010A000002vyRwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T19:48:56.000+0000,False,False,005OH000003ds0PYAQ,2025-11-18T19:48:56.000+0000,005OH000003ds0PYAQ,2025-11-18T19:48:56.000+0000,005OH000003ds0PYAQ,2025-11-18T19:48:56.000+0000,(613)547-5288,,peter.finnegan@nbpcd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8seDYAQ,False,,23854141,0030A000006I1NHQA0,0010A00000733ApQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:15:25.000+0000,False,False,005OH000002iJPDYA2,2025-11-18T20:15:25.000+0000,005OH000002iJPDYA2,2025-11-18T20:15:25.000+0000,005OH000002iJPDYA2,2025-11-18T20:15:25.000+0000,(604)438-1232,(778) 995-9738,biyu.mai@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8ufzYAA,False,,23854058,0030A0000029YiXQAU,0010A000002vy4kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:14:14.000+0000,False,False,0055o000002KxmIAAS,2025-11-18T20:14:14.000+0000,0055o000002KxmIAAS,2025-11-18T20:14:15.000+0000,0055o000002KxmIAAS,2025-11-18T20:14:15.000+0000,(905)892-5210,,rhenson@masonfinancialservices.ca,(905)892-6457,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8urIYAQ,False,,23854056,0035o000006QrUmAAK,0010A000002vwn9QAA,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Practice Report,Medium,"**WRS Email Thread** Nov 18 2025

Salut Maxime, 

Veuillez noter que notre équipe peut seulement envoyer des les rapports de gain/pertes a un petit groupe de personnes, plus spécifiquement des « OEC », comme vous.

Nous ne pouvons pas l’envoyer directement à des conseillers. Les conseillers ne doivent pas savoir que nous créons ce type de rapports, puisque ce seulement vous qui pouvez la demander.

Merci et bonne journée. 

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


 

From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: November 18, 2025 2:29 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: TR: Demande de relevés fiscaux Gestion DKM Thibault inc #554889926 - 23849176

Bonjour Wilfredy, 

Je crois que Climerio voulait qu’on produise un rapport comme on a fait pour d’autres comptes corpo (normalement vous envoyez dans un courriel le rapport et le mot de passe dans un second courriel)


Merci et bonne journée,  

** BoiteOutilQuadrus **
Maxime Bélisle
Consultant, expérience opérationnelle | Plateformes de distribution, Gestion de patrimoine
Services d’investissement Quadrus ltée
https://www.quadrusinvestmentservices.com/fr
maxime.belisle@canadavie.com  | 438-458-7753
 
Consultez canadavie.com. Suivez-nous sur LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. Les renseignements personnels que vous fournissez, le cas échéant, en répondant à cette demande seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadalife.com/fr/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



De : Climerio Silva <climerio.silva@milleniumgf.com> 
Envoyé : November 18, 2025 2:22 PM
À : Belisle, Maxime <Maxime.Belisle@canadavie.com>; Saidi, Omayma <omayma.saidi@milleniumgf.com>
Objet : [EXT] Fw: Demande de relevés fiscaux Gestion DKM Thibault inc #554889926 - 23849176

Salut Maxime, voici pour ton information. Merci, bonne journée! De : Wealth Reporting Support <WealthReportingSupport@ canadalife. com> Envoyé : mardi, novembre 18, 2025 2: 05: 58 p. m. À : Omayma Saidi <omayma. saidi@ milleniumgf. com>
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Salut Maxime, voici pour ton information.  Merci, bonne journée!
________________________________________
De : Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Envoyé : mardi, novembre 18, 2025 2:05:58 p.m.
À : Omayma Saidi <omayma.saidi@milleniumgf.com>
Cc : Climerio Silva <climerio.silva@milleniumgf.com>
Objet : RE: Demande de relevés fiscaux Gestion DKM Thibault inc #554889926 - 23849176

Bonjour Omayma,
 
Notre équipe comprends que vous voudrez avoir plusieurs relevés pour le client que vous avez nommé.
 
Premièrement, pour ces relevés de gains et pertes, nous recommandons que vous contactiez la société de gestion pour avoir un relevé avec l’information que vous cherchez, puisque leur rapport est spécialisé et approprié pour des fins fiscales. Si la société de gestion est Canada Vie, veuillez contacter Mackenzie.
 
Veuillez aussi noter que notre équipe n’est pas permit d’envoyer des rapports du centre d’investissement. Nous pouvons seulement vous donner des instructions pour que vous puissiez les créer vous-même.
 
Cependant, le centre d’investissement a des rapports disponibles avec de l’information que vous cherchez. Vous pouvez créer un rapport qui peut vous montrer transactions et les gains et pertes d’un client, mais il n’est pas pour des fins fiscales. Pour cela, veuillez suivre les instructions ci-bas. Une prise d’écran est attachée pour vous guider.
 
Avant de continuer, s’il vous est possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous ai aidé aujourd'hui en répondant à notre sondage! Wealth support (swoogo.com)
 
Rapport de planification
 
1.	Sur le centre d’investissement, allez à la fenêtre de rapports.
2.	Sous les options de gestion, choisissez « Planification ».
3.	Veuillez choisir « Portefeuille » pour le type de planification.
4.	Sous les critères de sélection, choisissez « Relevés de style net à investi » pour le type.  
5.	Dans la section d’à droite, veuillez écrire le numéro du client.
6.	Veuillez choisir une date d’effet que vous voulez voir.
7.	Sous les options de transaction, choisissez l’option « Inclure l’historique » et « Format gain/perte ». Vous pouvez aussi choisir la date que vous voudrez voir (ou vous pouvez choisir l’option « depuis la date d’entrée en vigueur »).
8.	Après que toutes les instructions sont complétées, veuillez créer le rapport.   
 
 
 
Ce rapport montre tous les fonds et transactions d’un client pendant la période choisi, et elles sont sectionnées chronologiquement.
 
Sommaire de Transaction
1.	Sur le centre d’investissement, allez à la fenêtre de rapports.
2.	Sous les options d’administration, choisissez « Négociations ».
3.	Veuillez choisir « Sommaire de transaction » pour le type de Rapport.
4.	Sous les critères de sélection, veuillez choisir seulement fonds distincts et rentes ou Tous les investissements (à l’exception fonds distincts et rentes) comme le type catégorie d’investissement.  
5.	Sous les critères de sélection, veuillez choisir l’option de Toutes les transactions ou Client, dans lequel vous pouvez chercher le client que vous voulez voir.
6.	Sous la plage de dates de traitement, veuillez sélectionner les dates que vous voudrez voir (par exemple, de 01-01-2024 à 28-10-2025).
7.	Après que toutes les instructions sont complétées, veuillez créer le rapport.   
 
 
 
Ce rapport montre toutes les transactions d’un client, mais elles sont sectionnées par type de transactions. Alors, vous pourrez chercher des mots clés avec « Ctrl+F » pour chercher le type de transaction que vous voulez voir.
 
 
 
 
Veuillez noter qu’il y a des relevés sur le centre d’investissement. Vous pouvez aller sur les détails du client sure le centre d’investissement et cliquez sur l’onglet « Documents » pour voir les relevés disponibles pour le client.
 
 
 
J’espère que ces instructions vous aident. Si vous aviez des questions additionnelles sur des rapports du centre d’investissement, de taux de rendement, ou sur l’aperçu Portefeuille, n’hésitez pas à nous contacter.
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com
Heures: 9h-17h EDT
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
From: Omayma Saidi <omayma.saidi@milleniumgf.com>
Sent: November 6, 2025 2:25 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>; Silva, Climerio <climerio.silva@milleniumgf.com>
Cc: Belisle, Maxime <Maxime.Belisle@canadavie.com>
Subject: [EXT] Demande de relevés fiscaux Gestion DKM Thibault inc #554889926
 
Bonjour , Merci de nous fournir les relevés fiscaux ainsi que les relevés de gains et pertes de la compagnie Gestion DKM Thibault inc. (voir les détails ci-dessous). Relevé de portefeuille au 31 octobre 2025 et au 31 octobre 2024; Relevé des
Bonjour ,
 
Merci de nous fournir les relevés fiscaux ainsi que les relevés de gains et pertes de la compagnie Gestion DKM Thibault inc. (voir les détails ci-dessous).
 
•	Relevé de portefeuille au 31 octobre 2025 et au 31 octobre 2024;
•	Relevé des transactions, trié par type de transaction, pour la période du 1er novembre 2024 au 31 octobre 2025;
•	Relevé des gains et pertes sur dispositions pour la période du 1er novembre 2024 au 31 octobre 2025;
•	Relevé des biens étrangers, si applicable;
•	Feuillets fiscaux T5/Relevé 3, T3/Relevé 16, T5013/TP646
•	 
 
 
Merci de votre collaboration, si vous avez des questions n’hésitez pas.
 
-- 
 
Carte virtuelle  | LinkedIn | Facebook | You tube | milleniumgf.com | Contactez-nous
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas
le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement
l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. 
À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de
 la perte ou des dommages causés par la présence d'un virus.",True,2025-11-18T20:14:12.000+0000,False,False,005OH000002iN7rYAE,2025-11-18T20:14:12.000+0000,005OH000002iN7rYAE,2025-11-18T20:14:12.000+0000,005OH000002iN7rYAE,2025-11-18T20:14:12.000+0000,,(450) 808-0652,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8vLzYAI,False,,23857014,003G0000018f7piIAA,0010A000002wPw9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:02:44.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T21:02:44.000+0000,005OH000006owoYYAQ,2025-11-18T21:02:44.000+0000,005OH000006owoYYAQ,2025-11-18T21:02:44.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8wBYYAY,False,,23853972,0030A0000029iqxQAA,0010A000002w6TNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:13:04.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T20:13:04.000+0000,005OH000004oiYEYAY,2025-11-18T20:13:05.000+0000,005OH000004oiYEYAY,2025-11-18T20:13:05.000+0000,(519)725-3941X224,x224,jimg@ipcwaterloo.com,(519)725-5525,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8xqjYAA,False,,23853186,0035o000005m4ylAAA,0015o000006KSjMAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:00:23.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T20:00:23.000+0000,005OH000006owoYYAQ,2025-11-18T20:00:23.000+0000,005OH000006owoYYAQ,2025-11-18T20:00:23.000+0000,(306)986-9333,,terry.garrett@mcgregorfinancial.ca,(306)986-9340,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8ze6YAA,False,,23855268,0031600002G7Tv8AAF,001G000000urMyzIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:33:47.000+0000,False,False,0050A000001o2WeQAI,2025-11-18T20:33:47.000+0000,0050A000001o2WeQAI,2025-11-18T20:33:48.000+0000,0050A000001o2WeQAI,2025-11-18T20:33:48.000+0000,(902) 429-2917,902-430-4091,admin@cassisfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g8zhFYAQ,False,,23853406,0030A0000029kaQQAQ,0010A000002w7uTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Hi Marcin , thank you for contacting the workspace support today.

To recap our call, you kept getting an error on the new business practice site UL application we did troubleshooting but still the same error. I will have these issues escalated and I will be in touch.",True,2025-11-18T20:12:31.000+0000,False,False,005OH00000BFQFCYA5,2025-11-18T20:04:02.000+0000,005OH00000BFQFCYA5,2025-11-18T20:30:53.000+0000,005OH00000BFQFCYA5,2025-11-18T20:30:53.000+0000,(604)925-2447,604-657-9080,martinmadura@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g92P2YAI,False,,23854096,0030A0000029a4vQAA,0010A000002vzIbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:14:49.000+0000,False,False,0050A000001o2WeQAI,2025-11-18T20:14:49.000+0000,0050A000001o2WeQAI,2025-11-18T20:14:50.000+0000,0050A000001o2WeQAI,2025-11-18T20:14:50.000+0000,(902)222-1017,,jim@lifequestfinancial.ca,(902)422-0204,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g93EbYAI,False,,23853719,0030A0000029YVHQA2,0010A000002vxuiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace sign in issue,Medium,"**** DDS*** 11/18/2025
User had issues signing into workspace, they wanted to update their email address. But failed authentication and i referred them to their MGA.


***email chain****
Hello Chris, 

      Thank you for calling Canada life workspace support. It was a pleasure assisting you today. Due to not passing authentication we were unable to proceed with getting you back into workspace, it would be best to reach out to your MGA to get your record updated then we can proceed with getting you back into workspace. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T20:28:05.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T20:08:36.000+0000,005OH00000BFQFHYA5,2025-11-18T20:28:05.000+0000,005OH00000BFQFHYA5,2025-11-18T20:28:05.000+0000,(416)444-4405,,chris@cmins.ca,(416)444-1540,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
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500OH00000g99iEYAQ,False,,23854648,003OH000002BtMcYAK,001OH000002i1VYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:23:59.000+0000,False,False,005OH000004oiYEYAY,2025-11-18T20:23:59.000+0000,005OH000004oiYEYAY,2025-11-18T20:23:59.000+0000,005OH000004oiYEYAY,2025-11-18T20:23:59.000+0000,(519)525-8464,,lisa@westharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g99yLYAQ,False,,23854376,003G0000018f6ZVIAY,0010A000002wOWaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Application,Medium,Assist line take over the call,True,2025-11-18T20:55:22.000+0000,False,False,005OH00000BFPZHYA5,2025-11-18T20:19:04.000+0000,005OH00000BFPZHYA5,2025-11-18T20:55:33.000+0000,005OH00000BFPZHYA5,2025-11-18T20:55:33.000+0000,(519)491-2120,5196278793,debergh@slaterwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9CUoYAM,False,,23854767,0030A0000029gKqQAI,0010A000002w4OdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Account Unlock and Password Reset,Medium,"***DDS 2025-11-18***
User's Workspace account was locked.
DDS assisted in unlocking and resetting password for user's Workspace account.
DDS also disconnected and reconnected Salesforce Authenticator.
 
================================================================================
****Email Chain**
Hello Xian,

It was a pleasure speaking to you earlier regarding your Workspace account unlock.

We’re happy we were able to assist you in unlocking your Workspace account, resetting your password, and disconnecting and reconnecting your Authenticator.

As a reminder, whenever you login to Workspace, you need to approve the request on the Salesforce Authenticator app on your phone. You can do this by following the instructions below:
1.	On the Check Your Mobile Device page on your computer, click the blue text at the bottom that says Having Trouble?
2.	The picture will enlarge, and you can scroll down and click on the blue text that says Use a Different Verification Method
3.	Input the code displayed on the Salesforce Authenticator mobile app

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T20:59:16.000+0000,False,False,005OH00000AX0rVYAT,2025-11-18T20:26:00.000+0000,005OH00000AX0rVYAT,2025-11-18T21:08:17.000+0000,005OH00000AX0rVYAT,2025-11-18T21:08:17.000+0000,(604)438-3699,(778) 918-2823,annazhang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9FFpYAM,False,,23855217,0030A00000A0fqNQAR,0010A00000AZqffQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Guided advisor on how to start an application via workspace.
*******
Hi Lisa, thank you for contacting workspace support.

To recap our call, we did a log me in session just to guide you on where you can start applications and that’s within Simple Protect and you should also be able to add illustrations.
If you any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-18T20:41:42.000+0000,False,False,005OH00000BFQFCYA5,2025-11-18T20:33:01.000+0000,005OH00000BFQFCYA5,2025-11-18T20:49:55.000+0000,005OH00000BFQFCYA5,2025-11-18T20:49:55.000+0000,(780)719-4683,,lisa@bigpicturefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9Gq9YAE,False,,23855006,0030A000006iVZuQAM,0010A000007TNZmQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't login to Workspace,Medium,"Name: SHANNON MCNEICE
Advisor or support staff: Advisor 
Advisor Code: E6678
Advisor Name: SHANNON MCNEICE	
Phone: (604) 916-6947
Email:  smcneice@stalwartinsurancegroup.com AND mcneice.shannon@gmail.com is in apexa she confirmed and seen in Siebel 		
1. Siebel verification: verified
2. Last Login to Workspace: she noted in Sept sometime. SF shows 9/17/2025 12:26 PM
Issue: Can't login to Workspace. had to re-do phone/computers due to a hack and no longer has SF profile 

FINDINGS: SF SHOWS AUTH IS SETUP
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000AzZeDYAV%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000Utoe3YAB%26cntc%3D003OH00000Utoe3YAB%26id%3D005OH00000AzZeDYAV

RESOLUTION: 

FOLLOWED KB0020738 . CALLED HER BACK AT NUMBER ON FILE IN SIEBEL (604) 916-6947
She had already downloaded the SF auth app on phone. 
disconnected auth from SF, had her setup again, tested ok

SENT FOLLOW UP
--------------------------------------***DDS  11/18/2025***--------------------------
Hello Shannon, 

It was a pleasure speaking to you earlier and helping you setup the Salesforce Authenticator app on you phone to access Workspace.

As you noted, you previously had your phone re-done and lost the authenticator profile. You had since downloaded the Salesforce authenticator but couldn’t setup workspace access.
 
Here is a recap of what we did today.
1.	Verified and disconnected the old authenticator profile
2.	Setup your Salesforce Authenticator on your phone
3.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-18T20:45:59.000+0000,False,False,005OH00000AUS7aYAH,2025-11-18T20:29:42.000+0000,005OH00000AUS7aYAH,2025-11-18T20:45:59.000+0000,005OH00000AUS7aYAH,2025-11-18T20:45:59.000+0000,(604)916-6947,,mcneice.shannon@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9HJBYA2,False,,23855051,0030A0000029XFCQA2,0010A000002vwrvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to view client product details,Medium,"****DDS*** 11/18/2025
User needed help navigating to client existing product details. Did a logmein session and did a walk through with user.

****email chain****
Hello Troy,

    Thank you for calling Canada life workspace support, it was a pleasure assisting you today. Glad we were able to navigate to the product details. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T20:46:27.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T20:30:23.000+0000,005OH00000BFQFHYA5,2025-11-18T20:46:27.000+0000,005OH00000BFQFHYA5,2025-11-18T20:46:27.000+0000,(708)806-1959,780 806 1959,troy.sfconcepts@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9HW7YAM,False,,23856044,0031600002G7Tv8AAF,001G000000urMyzIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:45:54.000+0000,False,False,0050A000001o2WeQAI,2025-11-18T20:45:54.000+0000,0050A000001o2WeQAI,2025-11-18T20:45:54.000+0000,0050A000001o2WeQAI,2025-11-18T20:45:54.000+0000,(902) 429-2917,902-430-4091,admin@cassisfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9HkeYAE,False,,23857116,0030A0000029VWUQA2,0010A000002vvPbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:04:43.000+0000,False,False,005OH000005URvxYAG,2025-11-18T21:04:43.000+0000,005OH000005URvxYAG,2025-11-18T21:04:43.000+0000,005OH000005URvxYAG,2025-11-18T21:04:43.000+0000,(780)836-6155,,cody@dethomaswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9JhaYAE,False,,23855608,003OH00000Xfy8VYAR,001OH00000fyWLwYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:39:06.000+0000,False,False,005OH000007fgYjYAI,2025-11-18T20:39:06.000+0000,005OH000007fgYjYAI,2025-11-18T20:39:07.000+0000,005OH000007fgYjYAI,2025-11-18T20:39:07.000+0000,(514)743-2463,,financesdelcourt@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9LMqYAM,False,,23856498,003G0000018f7xJIAQ,0010A000002wQ3UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:53:48.000+0000,False,False,0055o000001h4cFAAQ,2025-11-18T20:53:48.000+0000,0055o000001h4cFAAQ,2025-11-18T20:53:49.000+0000,0055o000001h4cFAAQ,2025-11-18T20:53:49.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9NJnYAM,False,,23857181,0030A000001XnZBQA0,0010A000002wMysQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:06:05.000+0000,False,False,005OH000001cCPNYA2,2025-11-18T21:06:05.000+0000,005OH000001cCPNYA2,2025-11-18T21:06:05.000+0000,005OH000001cCPNYA2,2025-11-18T21:06:05.000+0000,(250)415-2765,,brandon@gloverprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9NRpYAM,False,,23855667,0030A00000A0fqNQAR,0010A00000AZqffQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:40:01.000+0000,False,False,005G0000002gyDJIAY,2025-11-18T20:40:01.000+0000,005G0000002gyDJIAY,2025-11-18T20:40:01.000+0000,005G0000002gyDJIAY,2025-11-18T20:40:01.000+0000,(780)719-4683,,lisa@bigpicturefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9OCeYAM,False,,23856678,0030A0000029WlRQAU,0010A000002vwRHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:56:42.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T20:56:42.000+0000,0055o000002KxaMAAS,2025-11-18T20:56:42.000+0000,0055o000002KxaMAAS,2025-11-18T20:56:42.000+0000,(403)221-9300,,lornaphelps@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9ONtYAM,False,,23855761,003G0000018f7GFIAY,0010A000002wPL2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations issue,Medium,"Hi Emily,

It was a pleasure talking to you today regarding your Product illustrations issue.

After investigation it seems that you had an issue accessing illustration for old LL policies due to the limited permissions on you account, please reach out to your regional sales associate to get access by adding missing user,  either the @londonlife.bz ID or the “IndIns_Illustration_Users” ISAM Security Group:

-	Name: Maria Davis, Email address: Maria.Davis@canadalife.com
-	Name: Salma Yarow, Email address:  Salma.Yarow@canadalife.com 


Your RSA can request the missing account and group via Access Request.

Your Wealth consultant is:

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T21:34:11.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T20:41:32.000+0000,005OH00000AbCcLYAV,2025-11-18T21:34:11.000+0000,005OH00000AbCcLYAV,2025-12-13T02:01:26.000+0000,(905)380-1370,(905) 380-1370,jpilling@pillingfinancial.com,(289)956-0163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9OnlYAE,False,,23858889,0030A0000029bE5QAI,0010A000002w0FVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:37:24.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T21:37:24.000+0000,0055o000001t1uPAAQ,2025-11-18T21:37:25.000+0000,0055o000001t1uPAAQ,2025-11-18T21:37:25.000+0000,(416)697-9348,(416) 897-9348,hellolulu148@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9PWsYAM,False,,23856707,0030A0000029UnGQAU,0010A000002vuqtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:57:06.000+0000,False,False,005OH000005URvxYAG,2025-11-18T20:57:06.000+0000,005OH000005URvxYAG,2025-11-18T20:57:07.000+0000,005OH000005URvxYAG,2025-11-18T20:57:07.000+0000,(780)914-7542,,ross@hallettfinancial.ca,(780)756-3533,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9RSEYA2,False,,23857143,0030A0000029WyCQAU,0010A000002vwdAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:05:12.000+0000,False,False,005G0000002gyDJIAY,2025-11-18T21:05:12.000+0000,005G0000002gyDJIAY,2025-11-18T21:05:13.000+0000,005G0000002gyDJIAY,2025-11-18T21:05:13.000+0000,(204)975-9292,,chris.berard@berardfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9RgpYAE,False,,23858253,003G0000018f7xJIAQ,0010A000002wQ3UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:25:26.000+0000,False,False,0055o000001h4cFAAQ,2025-11-18T21:25:26.000+0000,0055o000001h4cFAAQ,2025-11-18T21:25:27.000+0000,0055o000001h4cFAAQ,2025-11-18T21:25:27.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9UzbYAE,False,,23856526,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T20:54:14.000+0000,False,False,005OH000005URvxYAG,2025-11-18T20:54:14.000+0000,005OH000005URvxYAG,2025-11-18T20:54:14.000+0000,005OH000005URvxYAG,2025-11-18T20:54:14.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9VduYAE,False,,23856462,0030A0000029ZBcQAM,0010A000002vyVyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - login error ERR-W1282,Medium,"User is receiving the error message when trying to sign in (they are using the correct email address and indicating the correct associate) 

Email: stephane.pelletier@sfl.ca 
Code: 26944

***************************************************
Good afternoon, Stephane 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding signing into your Workspace account!
 
I'm glad I was able to assist you with resetting your password through the self guided option and setting up your MFA. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T21:03:33.000+0000,False,False,005OH00000BG5v4YAD,2025-11-18T20:53:14.000+0000,005OH00000BG5v4YAD,2025-11-18T21:03:33.000+0000,005OH00000BG5v4YAD,2025-11-18T21:03:33.000+0000,(418)627-4447X254,,stephane.pelletier@sfl.qc.ca,(418)627-3327,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9VsRYAU,False,,23856859,0035o0000045EKwAAM,0015o000004ftTQAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing propositions,Medium,"*** DDS Nov 18th, 2025 ***
Escalated to L2, transferred to Jon. Handled with INC1861713

Conseiller: David Leblanc (D8072)
Email: david.leblanc@ig.ca
Problème: 2 propositions créées mais disparues
Ont été créées dans Nouvelles affaires, apparaissaient dessus il y a 1 heur mais maintenant n'apparaissent pas dans Nouvelles Affaires.

Propriétaires: Diane Tremblay, Gilles Gélinas
Assurés: Mia Kim Gélinas (1 proposition) Anne Sophie Gélinas (1 proposition)",True,2026-01-29T16:11:14.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-18T20:59:47.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:11:14.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:11:14.000+0000,(819)378-2371,,david.leblanc@ig.ca,(819)378-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9XvqYAE,False,,23857469,003G0000018f7cUIAQ,0010A000002wPj4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Investment Centre tech issue,Medium,"Hi Brian, 

I am glad your issue is now resolved.

If it reoccurs, please communicate with us and we will be glad to assist you. 

Have a wonderful day. 


I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Brian Rivers <brivers@orrinsurance.net> 
Sent: Tuesday, November 18, 2025 11:59 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: erro in generating statements

Problem has been fixed Brian Rivers CFP Financial Planner Orr Insurance Brokers Inc. Investment Representative Quadrus Investment Services Ltd. | 50 Cobourg St | Stratford ON N5A 3E5 Tel 519. 271. 4340 | Res 519. 271. 3725 | Fax 519. 271. 7626 brivers@ orrinsurance. net
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Problem has been fixed

Brian Rivers CFP
Financial Planner
Orr Insurance Brokers Inc. 
Investment Representative
Quadrus Investment Services Ltd.

| 50 Cobourg St | Stratford ON N5A 3E5
Tel 519.271.4340 | Res 519.271.3725 | Fax 519.271.7626
brivers@orrinsurance.net

 	 
	
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From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 18, 2025 2:55 PM
To: Brian Rivers <brivers@orrinsurance.net>
Subject: RE: erro in generating statements

GRAPHUS

Warning: Sender @WorkspaceSupport@canadalife.com is not yet trusted by your organization. 
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CAUTION: This email is from outside Orr Insurance. 

Hi Brian, 
 
Thank you for contacting Workspace Support.  
 
Are you receiving this message in Investment Centre? If so, can you provide the following: 
 
•	A screenshot of the error message displaying
•	A brief explanation on what you were trying to do in Investment Centre when this error occurred. 
 
If this error was displayed in a different system, please provide the name of the system you were accessing and a screenshot of the error. 
 
Have a wonderful day. 
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Brian Rivers <brivers@orrinsurance.net> 
Sent: Tuesday, November 18, 2025 6:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] erro in generating statements
 
Fatal Error Component System Error: The previous server action led to a system error. Please contact your system administrator if the problem persists. Reference ID: 974E9B39-0A780C14-7B640E3D-0E014464 Brian Rivers CFP Financial Planner Orr
Fatal Error Component
 
System Error:
 
The previous server action led to a system error.
 
Please contact your system administrator if the problem persists.
 
Reference ID: 974E9B39-0A780C14-7B640E3D-0E014464
 
Brian Rivers CFP
Financial Planner
Orr Insurance Brokers Inc. 
Investment Representative
Quadrus Investment Services Ltd.
 
| 50 Cobourg St | Stratford ON N5A 3E5
Tel 519.271.4340 | Res 519.271.3725 | Fax 519.271.7626
brivers@orrinsurance.net
 
 	 
	
Confidentiality Notice
This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited. Please notify the sender immediately by e-mail if you have received this by mistake and delete this e-mail from your system. If you are the intended recipient of this message, we remind you that electronic mail on the Internet may not be secure from both privacy and software perspectives.",True,2025-11-18T21:11:35.000+0000,False,False,0055o000001zVCKAA2,2025-11-18T21:11:35.000+0000,0055o000001zVCKAA2,2025-11-18T21:11:43.000+0000,0055o000001zVCKAA2,2025-12-13T02:01:57.000+0000,(519)271-4340,,brivers@orrinsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9YtVYAU,False,,23856768,003OH00000Xfy5FYAR,001OH00000fyWLaYAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA Account Registration,Medium,"=============case info============
Username: VINCENT HILLEL
SF ID: 005OH00000Bqk7SYAR
User ID: Vincent.Hillel
Siebel Phone Number: 514-830-4637
==============emails=============

Bonjour Vincent, 

Je suis content que nous aillons pu finir votre inscription pour votre compte Espace affaires. 

Tel que discuté, vous pouvez nous envoyer le nom et l’adresse courriel de votre adjointe et nous communiquerons avec elle pour l’aider dans son processus d’inscription. 

Bon weekend!

Ce fut un plaisir de vous aider! 😊 Si vous pouviez m’accorder 5 secondes de votre précieux temps, veuillez cliquer sur ce lien pour évaluer mon service et partager vos idées sur notre plateforme Espace affaires. Vos commentaires nous aident à améliorer: cliquez ici.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Vincent Hillel <vincent.hillel@altohyp.ca> 
Sent: Friday, November 21, 2025 10:06 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768

Bonjour Je suis disponible aujourd'hui soit maintenant jusqu'à 14hr. . . ou après 15hr Merci From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Friday, November 21, 2025 12: 58 To: Vincent Hillel <vincent. hillel@ altohyp. ca>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour

Je suis disponible aujourd'hui soit maintenant jusqu'à 14hr... ou après 15hr

Merci
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Friday, November 21, 2025 12:58
To: Vincent Hillel <vincent.hillel@altohyp.ca>
Subject: RE: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768 
 
Bonjour Vincent, 
 
Avez-vous des disponibilités pour un appel aujourd’hui? 😊
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
From: Vincent Hillel <vincent.hillel@altohyp.ca> 
Sent: Wednesday, November 19, 2025 3:49 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768
 
Vincent Hillel reacted to your message: From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Wednesday, November 19, 2025 11: 45: 59 PM To: Vincent Hillel <vincent. hillel@ altohyp. ca> Subject: RE: Accès urgent à Espace
 	Vincent Hillel reacted to your message: 


________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Wednesday, November 19, 2025 11:45:59 PM
To: Vincent Hillel <vincent.hillel@altohyp.ca>
Subject: RE: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768 
 
Bonjour Vincent, 
 
Désolé je suis assigne aux appels entrant de 15h jusqu’à 20h. 
 
Je vais demander a quelqu’un de notre équipe qui travaille dans votre fuseau horaire de céduler un appel avec vous demain ou vendredi. 
 
Bonne soirée!
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
From: Vincent Hillel <vincent.hillel@altohyp.ca> 
Sent: Wednesday, November 19, 2025 11:51 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768
 
Bonjour Je peux à partir de 3h dans quelques minutes si vous êtes disponible. Je n'ai pas de RDV de planifié. Merci From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Wednesday, November 19, 2025 14: 22 To: Vincent Hillel
Bonjour
 
Je peux à partir de 3h dans quelques minutes si vous êtes disponible.
Je n'ai pas de RDV de planifié.
 
Merci
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Wednesday, November 19, 2025 14:22
To: Vincent Hillel <vincent.hillel@altohyp.ca>
Subject: RE: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768 
 
Bonjour, 
 
Pouvez-vous nous donner vos disponibilités exacte pour un appel ce pm? 
 
Nous vous enverrons une convocation pour éviter la situation d’hier. 
 
Merci!
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
From: Vincent Hillel <vincent.hillel@altohyp.ca> 
Sent: Wednesday, November 19, 2025 10:27 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: vincent.hillel@altoassurances.ca
Subject: [EXT] Re: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768
 
Bonjour Vous pouvez m'appeler aujourd'hui en pm Merci From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Tuesday, November 18, 2025 19: 37 To: Vincent Hillel <vincent. hillel@ altohyp. ca> Cc: vincent. hillel@ altoassurances. ca
Bonjour
 
Vous pouvez m'appeler aujourd'hui en pm
 
Merci
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Tuesday, November 18, 2025 19:37
To: Vincent Hillel <vincent.hillel@altohyp.ca>
Cc: vincent.hillel@altoassurances.ca <vincent.hillel@altoassurances.ca>
Subject: RE: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768 
 
Pouvez-vous nous donner vos disponibilités pour un appel demain pm ou jeudi pm? 
 
Nous cédulerons un appel. Je vous enverrai une convocation Outlook.
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
From: Vincent Hillel <vincent.hillel@altohyp.ca> 
Sent: Tuesday, November 18, 2025 2:56 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: vincent.hillel@altoassurances.ca
Subject: [EXT] Re: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768
 
Bonjour Carl Je suis dans une loop infini pour essayer d'avoir un service au numéro 1 800 au bas de ton courriel. Est-ce que tu peux me rappeler? Je vais m'asbestenir de répondre aux téléphones entrants pendant 1 heure pour que tu réussisses
Bonjour Carl
 
Je suis dans une loop infini pour essayer d'avoir un service au numéro 1 800 au bas de ton courriel.
Est-ce que tu peux me rappeler?
 
Je vais m'asbestenir de répondre aux téléphones entrants pendant 1 heure pour que tu réussisses à me rejoindre.
 
Merci
 
Vincent
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Tuesday, November 18, 2025 16:34
To: Vincent Hillel <vincent.hillel@altohyp.ca>; Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com>
Cc: vincent.hillel@altoassurances.ca <vincent.hillel@altoassurances.ca>
Subject: RE: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768 
 
Bonjour Vincent, 
 
Je viens de vous laisser un message sur votre boite vocale. 
 
Êtes-vous disponible pour un appel plus tard aujourd’hui ou en pm cette semaine? 
 
Nous ferons votre inscription pendant notre appel. 
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
From: Vincent Hillel <vincent.hillel@altohyp.ca> 
Sent: Tuesday, November 18, 2025 1:21 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com>
Cc: vincent.hillel@altoassurances.ca
Subject: [EXT] Re: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768
 
Bonjour Je n'arrive pas à ravoir mon nom d'utilisateur. Il semble que l'adresse courriel au dossier (vincent. hillel@ altohyp. ca) ne marche pas. Mon nom temporaire lors de l'initialisation était vincent. hillel seulement. Est-ce que ça peut expliquer
Bonjour
 
Je n'arrive pas à ravoir mon nom d'utilisateur.
Il semble que l'adresse courriel au dossier (vincent.hillel@altohyp.ca) ne marche pas.
 
Mon nom temporaire lors de l'initialisation était vincent.hillel seulement.
Est-ce que ça peut expliquer pourquoi je ne peux pas recevoir de courriel pour réinitialiser le tout?
 
Merci
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Tuesday, November 18, 2025 16:00
To: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com>
Cc: Vincent Hillel <vincent.hillel@altohyp.ca>; vincent.hillel@altoassurances.ca <vincent.hillel@altoassurances.ca>
Subject: RE: Accès urgent à Espace Affaires – Vincent Hillel (H8597) - C23856768 
 
Bonjour Vincent, 
 
Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires. 
 
Deux inscriptions sont requises pour accéder aux comptes Espace affaires des agences générales dédiées :
 
• L’inscription du nom d’utilisateur (cette étape a déjà été complétée)
• L’inscription au compte Espace affaires (cette étape n’a pas encore été complétée)
 
Vous trouverez ci-dessous les instructions pour vous inscrire à votre compte Espace affaires.
 
Avant de commencer, vous aurez besoin des éléments suivants :

• Votre nom d’utilisateur 
• Le mot de passe de votre nom d’utilisateur
• Votre code de rémunération 
 
J’ai oublié mon nom d’utilisateur. Comment puis-je le récupérer?
Si vous ne vous souvenez pas de votre nom d’utilisateur, vous pouvez utiliser ce lien :
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/WEB-INF/web/forgotuid/ForgotUidStep1.jsp&requestedLanguage=fr
 
Si vous n’arrivez toujours pas à le récupérer, envoyez un courriel à l’adresse suivante : distribution_methodology@canadalife.com. Cette équipe pourra vous le confirmer.
Une fois que vous avez votre nom d’utilisateur et le mot de passe associé, veuillez suivre la procédure ci-dessous.
 
J’ai oublié le mot de passe de mon nom d’utilisateur. Comment puis-je le réinitialiser?

Pour réinitialiser le mot de passe de votre nom d’utilisateur, utilisez ce lien :
Demande de récupération de mot de passe
 
Lors de la réinitialisation, entrez votre nom d’utilisateur suivi de @clext.
Par exemple, si mon nom d’utilisateur est Nouvelutilisateur1, j’entrerais : Nouvelutilisateur1@clext
Une fois que vous aurez ces détails en mains, veuillez utiliser la procédure ici bas pour créer votre compte. Si vous préférez que l’on prenne rendez-vous au téléphone pour faire votre inscription ensemble, veuillez nous donner vos disponibilités et le meilleur numéro pour vous rejoindre. 
•	Utiliser le lien d’inscription : https://workspace.canadalife.com/s/login/SelfRegister?language=fr 
•	Entrer votre identifiant (autrefois appelé identifiant RéseauRep) et votre mot de passe :
o	Le système saura, en fonction de l’identifiant, si l’utilisateur est un utilisateur de conseiller ou de support.

 
•	Cliquez sur Suivant pour accéder à la page suivante
o	Lire et accepter les conditions d’utilisation

 
•	Un courriel de vérification sera envoyé à l’adresse courriel de l’utilisateur qui a été saisie à l’étape précédent
 
•	Vérifiez l’adresse courriel en cliquant sur Vérifier maintenant
•	Vous pouvez désormais se connecter à Espace affaires : https://lifeco.force.com/workspace
Si vous éprouvez des difficultés pendant le processus d’inscription, renvoyez nous un courriel et il nous fera plaisir de vous aider.
Ce fut un plaisir de vous aider! 😊 Si vous pouviez m’accorder 5 secondes de votre précieux temps, veuillez cliquer sur ce lien pour évaluer mon service et partager vos idées sur notre plateforme Espace affaires. Vos commentaires nous aident à améliorer: cliquez ici.
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: Tuesday, November 18, 2025 11:31 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: vincent.hillel@altohyp.ca; vincent.hillel@altoassurances.ca
Subject: Accès urgent à Espace Affaires – Vincent Hillel (H8597)
Importance: High
 
Bonjour l’équipe,
 
Le conseiller Vincent Hillel (H8597) a besoin d’un accès à Espace Affaires de toute urgence et a besoin de votre support. 
 
Merci de bien vouloir traiter cette demande immédiatement afin qu’il ait accès à ces dossiers.
 
Cordialement,
Nicholas
 
Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 
 
Rendez-vous au : canadavie.com Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-18T20:57:58.000+0000,False,False,0055o000001zVCKAA2,2025-11-18T20:57:58.000+0000,0055o000001zVCKAA2,2025-11-21T19:47:39.000+0000,0055o000001zVCKAA2,2025-11-21T19:47:39.000+0000,(514)830-4637,,vincent.hillel@altohyp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9Zg2YAE,False,,23859493,0030A0000029VgaQAE,0010A000002vvYtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:51:37.000+0000,False,False,005OH00000BfjndYAB,2025-11-18T21:51:37.000+0000,005OH00000BfjndYAB,2025-11-18T21:51:38.000+0000,005OH00000BfjndYAB,2025-11-18T21:51:38.000+0000,(604)606-3388,,lornalau1@gmail.com,(604)606-3399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9aLpYAI,False,,23856920,003G0000018f6SzIAI,0010A000002wOPJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:00:56.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T21:00:56.000+0000,0055o000002KxaMAAS,2025-11-18T21:00:56.000+0000,0055o000002KxaMAAS,2025-11-18T21:00:56.000+0000,(403)681-2424,(403) 681-2424,james.mooney@practicalwealthmanagement.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9c17YAA,False,,23859059,0030A0000029e2BQAQ,0010A000002w2RmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:41:13.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T21:41:13.000+0000,0055o000001t1uPAAQ,2025-11-18T21:41:14.000+0000,0055o000001t1uPAAQ,2025-11-18T21:41:14.000+0000,(905)307-8999,(416) 346-3169,felixlam00@yahoo.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9dTOYAY,False,,23857579,0035o000007ah1AAAQ,0015o000008HBQEAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:13:31.000+0000,False,False,005OH000005URvxYAG,2025-11-18T21:13:31.000+0000,005OH000005URvxYAG,2025-11-18T21:13:31.000+0000,005OH000005URvxYAG,2025-11-18T21:13:31.000+0000,(780)362-1741,,amanda@titanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9dbRYAQ,False,,23857219,0030A0000029hJsQAI,0010A000002w5EjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client portal,Medium,"****DDS*** 11/!8/2025

User called to verify the portal clinet use to access their product details. Advised MCLAW. 


****email chain****

Hello Paul, 

     Thank you for calling Canada life workspace support, it was a pleasure assisting you today. The workspace portal is only available to advisors, the client portal Is called MCLAW(my canadalife at work) and can be accessed here: Sign In | My Canada Life at Work Login. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T21:18:12.000+0000,False,False,005OH00000BFQFHYA5,2025-11-18T21:06:51.000+0000,005OH00000BFQFHYA5,2025-11-18T21:18:12.000+0000,005OH00000BFQFHYA5,2025-11-18T21:18:12.000+0000,(289)698-5887,,paulsburt@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9ePSYAY,False,,23857755,003G0000018f7CbIAI,0010A000002wPGZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Custom Term report,Medium,"Custom Term report

Hi Ornella, 

Term renewal dates are not available in Workspace reports (if this is what you mean by expiry dates). So I wont be able to add them to the report. 

I sorted the report by issue dated and saved it in your Workspace account. 😊

Have a wonderful day!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Scarcella, Ornella <Ornella.Scarcella@canadalife.com> 
Sent: Monday, December 8, 2025 7:11 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bourque, Margot <margot@advocatewealth.ca>
Subject: RE: Report for All term (including Sup Term ) FSA MARGOT BOURQUE-LL 39957 - C23857755

Good morning Carl 

FSA , Margot just wants to confirm is we can get expiry  dates on the report.

If not can you send sorted by issue date so we can contact the ones that expiry earliest first .

We  appreciate all your help 😊



Sorry , when I export phone numbers are there .

Thank you 



Looks good but I do not see phones added .

Can you kindly add to report .

Thank you for all the work 😊


Hi Orrnella, 

I hope you are doing well. 

I created the report titled Active Term Policies and Contact Details in your Workspace account. 

Can you take a look at it when you have a chance and let me know if this report suits your need?

If not, please provide the required modifications and I will check if these modifications can be made.

Have a wonderful weekend!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Scarcella, Ornella <Ornella.Scarcella@canadalife.com> 
Sent: Tuesday, November 25, 2025 11:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bourque, Margot <margot@advocatewealth.ca>
Subject: RE: Report for All term (including Sup Term ) FSA MARGOT BOURQUE-LL 39957 - C23857755

Thank you very much 😊

Enjoy your day .

(By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.
Ornella Scarcella , BA 



Hi Ornella, 

It was a real pleasure discussing with you and creating custom reports. 

As mentioned during our meeting, I will do some more digging to see if we can find a way to have both of the policy details data and address related data on a single report and get back to you on Friday. 

Have a wonderful day!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Scarcella, Ornella <Ornella.Scarcella@canadalife.com> 
Sent: Tuesday, November 25, 2025 9:03 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bourque, Margot <margot@advocatewealth.ca>
Subject: RE: Report for All term (including Sup Term ) FSA MARGOT BOURQUE-LL 39957 - C23857755

Sure that’s great 😊

(By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.
Ornella Scarcella , BA 
Advisor Support Associate 
(O) 647-264-6816  (F) 416-366-7489
(E) ornella.scarcella@advicecanada.com |  
          If you no longer want to receive these messages, click the word unsubscribe to email a request to me.
Upcoming planned absences :   




Hi Ornella. 

I already have a meeting at 1 pm, would 1:30 pm work for you?


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Scarcella, Ornella <Ornella.Scarcella@canadalife.com> 
Sent: Tuesday, November 25, 2025 4:06 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bourque, Margot <margot@advocatewealth.ca>
Subject: RE: Report for All term (including Sup Term ) FSA MARGOT BOURQUE-LL 39957 - C23857755

Good morning,

How’s 1 pm today work?
Let me know .
Thank you ,

(By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.
Ornella Scarcella , BA 
Advisor Support Associate 





Hi Ornella, 

Can you provide your availability this afternoon or tomorrow afternoon for a call?


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Scarcella, Ornella <Ornella.Scarcella@canadalife.com> 
Sent: Monday, November 24, 2025 8:59 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bourque, Margot <margot@advocatewealth.ca>
Subject: FW: Report for All term (including Sup Term ) FSA MARGOT BOURQUE-LL 39957 - C23857755

Good afternoon Carl,

I am Margot’s ASA.


Please contact me at 647-264-6816 so I can explain what we need on the term report .

Thank you 

(By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.
Ornella Scarcella , BA 




Hi Margot, 

Unfortunately I have a scheduled training at 2:30. 

What are your availability tomorrow or Monday? 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Margot Bourque <margot@advocatewealth.ca> 
Sent: Wednesday, November 19, 2025 3:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Report for All term (including Sup Term ) FSA MARGOT BOURQUE-LL 39957 - C23857755

Hi Carl, Sorry, I have been very busy this week. I have a meeting at 1: 00 p. m. on Thursday – so 1: 30 is probably not good. I could meet at 2: 30 pm – if that works for you. Let me know. Thank you, Margot Bourque, EPC Insurance Advisor Advocate
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Hi Carl,
Sorry, I have been very busy this week.
I have a meeting at 1:00 p.m. on Thursday – so 1:30 is probably not good.
I could meet at 2:30 pm – if that works for you.
Let me know.
Thank you,
Margot Bourque, EPC





Hi Margot, 

I hope you are doing well. 

I sent you an invitation for a phone call today but you might not be available for this timeslot. 

Would you be available later today? Otherwise I will send you a revised invitation for Thursday 1:30 PM. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Margot Bourque <margot@advocatewealth.ca> 
Sent: Friday, November 14, 2025 1:07 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Report for All term (including Sup Term ) FSA MARGOT BOURQUE-LL 39957 - C23778350

Hi Carl, I am available Monday between 11: 00 a. m and Noon, or alternatively Tuesday anytime after 1: 00 p. m. or Thursday between 1: 00 p. m. and 3: 00 pm. . Let me know if any of those time work for you. Thank You, Margot Margot Bourque, EPC Insurance
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Hi Carl,
I am available Monday between 11:00 a.m and Noon, or alternatively Tuesday anytime after 1:00 p.m. or Thursday between 1:00 p.m.and 3:00 pm..
Let me know if any of those time work for you.
Thank You,
Margot
Margot Bourque, EPC
Insurance Advisor 
Advocate Wealth Management Inc.
902-3601 Highway 7 East, Markham, Ont L3R 0M3
E-Mail: margot@advocatewealth.ca
Direct Phone: 416-876-9791
Fax: 905-737-9759
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient ( or are not receiving this communication of behalf of the intended recipient) please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of it or its contents. Thank You. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.unsubscribe 
From: Workspace Support 
Sent: November 14, 2025 2:17 PM
To: Margot Bourque 
Cc: Scarcella, Ornella 
Subject: RE: Report for All term (including Sup Term ) FSA MARGOT BOURQUE-LL 39957 - C23778350
Hi Margot,

Thank you for contacting Workspace Support.
We’ll be happy to assist with your request for a report of all Term policies across your Book of Business. This report will include all Term policies. However, please note that we are unable to apply a specific filter for Supplementary Term, as the data required to isolate that coverage type is not available in Workspace.
To move forward, we’d like to schedule a quick call to confirm the details and ensure the report meets your needs. Could you please share your availability for next week?
Looking forward to your reply.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
_____________________________________________
From: Scarcella, Ornella <Ornella.Scarcella@canadalife.com> 
Sent: Friday, November 14, 2025 4:35 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bourque, Margot <margot@advocatewealth.ca>
Subject: Report for All term (including Sup Term ) FSA MARGOT BOURQUE-LL 39957 
Importance: High
Good morning,
FSA , Margot LL 39957 would like a report for all term policies including policies with Supp term on her entire Book of Business.
We can be reached at 647 -264-6816 Ornella
Margot 416 876 7971 Should you have any questions.
What is needed Need is client name , age , term date renewal , phone numbers, address 
Thanking you in advance .
(By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.
Ornella Scarcella , BA 
Advisor Support Associate 
(O) 647-264-6816 (F) 416-366-7489
(E) ornella.scarcella@advicecanada.com | 
If you no longer want to receive these messages, click the word unsubscribe to email a request to me.
Upcoming planned absences :",True,2025-11-28T17:39:13.000+0000,False,False,0055o000001zVCKAA2,2025-11-18T21:16:50.000+0000,0055o000001zVCKAA2,2025-12-08T17:43:44.000+0000,0055o000001zVCKAA2,2025-12-08T17:43:44.000+0000,(416)876-9791,(416) 876-9791,margot@advocatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,135.0
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500OH00000g9gcYYAQ,False,,23858265,0030A0000029pL0QAI,0010A000002wBoaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Summary report - policy,Medium,"Advisor requesting for latest statement specific for Aug 31, 2025 however it is not available yet in workspace.

==================

Hi Abhijith,

Thank you for contacting the workspace support about your request in getting the latest summary report statement specific for August 31,2025.

I understand that you’ve already spoken to one of colleague about this matter but unfortunately, I am unable to see that request. However as per my investigation we can only see what you can see on workspace, and this latest statement is probably not ready yet. My apologies for the inconvenience as I understand that this is very frustrating on your end. What I can suggest to have this further check to contact Client Service Center at 1888-252-1847. You may also reach out to isp_customer_care@canadalife.com or 1-888-724-3680 for statement inquiry.

Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-18T21:57:26.000+0000,False,False,005OH00000BFPZHYA5,2025-11-18T21:25:40.000+0000,005OH00000BFPZHYA5,2025-11-18T22:10:53.000+0000,005OH00000BFPZHYA5,2025-11-18T22:10:53.000+0000,(905)897-8466,,y.chan@rbc.com,(905)277-6007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9ghNYAQ,False,,23857502,003OH000005j04MYAQ,001OH000007AXDJYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:12:10.000+0000,False,False,005OH000005URvxYAG,2025-11-18T21:12:10.000+0000,005OH000005URvxYAG,2025-11-18T21:12:11.000+0000,005OH000005URvxYAG,2025-11-18T21:12:11.000+0000,(780)263-6699,,brentt.carlson@envestfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9h0jYAA,False,,23857537,0030A0000029pHoQAI,0010A000002wBmCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Problème de connexion,Medium,"****DDS****11/18/25 
User was able to login to WS - account locked in SF
Authenticated user and unlocked account, sent PW reset link
User was able to change their password and sign into WS
============================================================================================== 

****Email Chain****

Bonjour Claude,

C’est Lawrie pour un petit suivi sur notre appel. Je suis heureuse d’avoir pu vous aider avec le problème de connexion.

Vous avez réinitialisé votre mot de passe et cela a débloqué votre compte. Vous avez également pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T21:51:20.000+0000,False,False,005OH0000097FtCYAU,2025-11-18T21:12:45.000+0000,005OH0000097FtCYAU,2025-11-18T21:51:20.000+0000,005OH0000097FtCYAU,2025-11-18T21:51:20.000+0000,(514)235-4004,(514) 235-4004,claudek@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,135.0
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500OH00000g9jx1YAA,False,,23858738,0031600002SyyQNAAZ,0010A000002wNw6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:34:19.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T21:34:19.000+0000,0055o000001t1uPAAQ,2025-11-18T21:34:19.000+0000,0055o000001t1uPAAQ,2025-11-18T21:34:19.000+0000,(647)633-6880,(647) 633-6880,joyce.hu@huswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9k1pYAA,False,,23857791,0030A0000029colQAA,0010A000002w1QpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Melba,

As mentioned in my previous email, please see below for your password-protected Excel file:
K2EFUAZD4F

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Melba,

Please find the attached file of the requested 28322 Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hello Team,

Please assist.

Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com> 
Sent: Friday, November 7, 2025 10:49 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: [EXT] Request for extensive client list data

 
________________________________________
From: melbabelo@3ifinancial.com <melbabelo@3ifinancial.com>
Sent: Friday, November 7, 2025 4:48:38 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>
Subject: [EXT] Request for extensive client list data
To whom it may concern, Hello this is Melba C T Belo, Advisor code: 28322 and I was wondering if there was a way for me to get and full comprehensive report on my whole client list with categories such as Premium Frequencies, Premium Amount,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
To whom it may concern,
 
Hello this is Melba C T Belo, Advisor code: 28322 and I was wondering if there was a way for me to get and full comprehensive report on my whole client list with categories such as Premium Frequencies, Premium Amount, Type of plan, Policy Expiry date etc. From what I have seen, the reports that I receive from third-parties that are given to me through the Canada Life advisor portal are limited to the information about client policies that they can report on.

I have talked to Advisor Support which was able to help me request their Business Reporting side to get a report made of the specific details I need, but they have also suggested me to reach out here in order to see if I am able to request the data myself for me to filter out personally.
 
Please let me know if there is anything else you need to know and if there may be an alternative solution.

Thank you,

Melba C T Belo",True,2025-11-18T21:17:22.000+0000,False,False,005OH0000071DK9YAM,2025-11-18T21:17:22.000+0000,005OH0000071DK9YAM,2025-11-18T21:17:23.000+0000,005OH0000071DK9YAM,2025-11-18T21:17:23.000+0000,(647)203-0199,,melbabelo@3ifinancial.com,(877)775-7863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9keXYAQ,False,,23857834,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The agent provided the customer with an update on market commentary from the company's chief investment officer regarding lessons from past technology bubbles and the current AI boom. The customer expressed interest in reviewing the commentary and shared some thoughts on the increasing use of AI, particularly in industries like healthcare. The agent offered to send the commentary to the customer and encouraged them to provide any additional feedback. The conversation focused on the customer's general perspectives on the AI industry and its potential impacts, without any specific requests or issues mentioned.",True,2025-11-18T21:18:16.000+0000,False,False,005OH000005URvxYAG,2025-11-18T21:18:16.000+0000,005OH000005URvxYAG,2025-11-18T21:24:00.000+0000,005OH000005URvxYAG,2025-11-18T21:24:00.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9lFgYAI,False,,23858560,0030A000002fFOyQAM,0010A000003QKptQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:30:43.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T21:30:43.000+0000,0055o000001t1uPAAQ,2025-11-18T21:30:44.000+0000,0055o000001t1uPAAQ,2025-11-18T21:30:44.000+0000,(905)604-7177,4169998118,desmondluk@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9lsOYAQ,False,,23858575,0030A0000029cCcQAI,0010A000002w10kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor need assistance with illustration , however once we connected via log me in , the advisor could not hear me I called the number in Seibel but was unable to get a hold of them.
*****
 thank you for contacting the workspace support today.
To recap our call,",True,2025-11-18T21:34:23.000+0000,False,False,005OH00000BFQFCYA5,2025-11-18T21:30:57.000+0000,005OH00000BFQFCYA5,2025-11-18T21:38:06.000+0000,005OH00000BFQFCYA5,2025-11-18T21:38:06.000+0000,(905)731-3232X365,,jeff.tsuyuki@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9mOcYAI,False,,23858657,0030A000002fFOyQAM,0010A000003QKptQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:32:46.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T21:32:46.000+0000,0055o000001t1uPAAQ,2025-11-18T21:32:47.000+0000,0055o000001t1uPAAQ,2025-11-18T21:32:47.000+0000,(905)604-7177,4169998118,desmondluk@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9o5UYAQ,False,,23858790,0030A000005b07OQAQ,0010A000006L1liQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:35:13.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T21:35:13.000+0000,0055o000002KxaMAAS,2025-11-18T21:35:14.000+0000,0055o000002KxaMAAS,2025-11-18T21:35:14.000+0000,(403)804-1587,(403) 804-1587,jelena@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9q0oYAA,False,,23859122,003G0000018f7DGIAY,0010A000002wPHDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Elke,

As mentioned in my previous email, please see below for your password-protected Excel file:
G3WYPLSXTB

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Elke,

Please find the attached file of the requested Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Maria,

Thank you for your response.

This request is now complete and sent to the advisor.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Maria DeFrancesco <maria@rubachwealth.com> 
Sent: November 17, 2025 9:39 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: DeFrancesco, Maria <maria@rubachwealth.com>
Subject: [EXT] Re: Client Listing Request /Case23736223

Hi, Thank you for your email. Please note that I do have workspace access with a login. I am a delegate and the administrative assistant to Rubach & Associates Financial Group Inc. I have access to client files however I was unable to generate
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi,

Thank you for your email.

Please note that I do have workspace access with a login.
I am a delegate and the administrative assistant to Rubach & Associates Financial Group Inc.
I have access to client files however I was unable to generate this report.
I have reached out to our contact at Canada Life to confirm.
In the meantime, please send the report to Elke Rubach.

Thank you
 		Maria DeFrancesco
Manager, Client Relations- Insurance
Direct/Office 647-528-0166
maria@rubachwealth.com

www.rubachwealth.com

Subscribe to our monthly Newsletter. 
 			 





On Thu, Nov 13, 2025 at 11:25 AM BusinessReporting <BusinessReporting@canadalife.com> wrote:
Good morning Maria,
 
Our team received your request from Client Services West team for F2729 Insurance Client Listings report. Unfortunately, it appears you do not have third-party access (TPA) for us to send you the requested information. Please have the attached TPA form filled out by the appropriate party and submit it to Distribution_Methodology@canadalife.com to have the information processed.
 
In the meantime, I can send the information directly to the advisor. Please let me know if you would like me to proceed.
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-18T21:42:39.000+0000,False,False,005OH0000071DK9YAM,2025-11-18T21:42:39.000+0000,005OH0000071DK9YAM,2025-11-18T21:42:39.000+0000,005OH0000071DK9YAM,2025-11-18T21:42:39.000+0000,(647)349-7070,(647) 808-7700,elke@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9qYfYAI,False,,23858345,0030A0000029a4zQAA,0010A000002vzIfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:26:54.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T21:26:54.000+0000,0055o000001t1uPAAQ,2025-11-18T21:26:54.000+0000,0055o000001t1uPAAQ,2025-11-18T21:26:54.000+0000,(416)543-7767,,simondlau@gmail.com,(905)737-8621,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9qaHYAQ,False,,23858346,0030A000007Qxz1QAC,0010A000008Im9dQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1283 / Reset User ID,Medium,"User indicated they were locked from RepNet from to many attempts. Authenticated user and reset password with temporary one. Got user to self guide to ""Forget password"" in Workspace so they can log in successfully. 

Code: C6641
Email: yehen.dhanawansa@edwardjones.com 
Phone: 6045945939

******************************************
Good afternoon, Yehen 

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace account!
 
I'm glad I was able to assist you with resetting your password for User ID (formerly known as Repnet) password. Please click on this link, https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset your password for RepNet with the temporary password provided over the phone. 
Regarding your Workspace account, you have reset your password, so you are now able to successfully log in. 
 
If you have any questions or need further assistance, we’re here to help!

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T21:38:26.000+0000,False,False,005OH00000BG5v4YAD,2025-11-18T21:26:55.000+0000,005OH00000BG5v4YAD,2025-11-18T21:41:28.000+0000,005OH00000BG5v4YAD,2025-11-18T21:41:28.000+0000,(604)542-8932,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9rBOYAY,False,,23858552,0031600002YQQstAAH,0010A000002wOCTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:30:31.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T21:30:31.000+0000,0055o000002KxaMAAS,2025-11-18T21:30:31.000+0000,0055o000002KxaMAAS,2025-11-18T21:30:31.000+0000,(403)981-1997,(403) 332-3334,loren@evermarkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9sieYAA,False,,23859436,0030A0000029VgaQAE,0010A000002vvYtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:50:14.000+0000,False,False,005OH00000BfjndYAB,2025-11-18T21:50:14.000+0000,005OH00000BfjndYAB,2025-11-18T21:50:14.000+0000,005OH00000BfjndYAB,2025-11-18T21:50:14.000+0000,(604)606-3388,,lornalau1@gmail.com,(604)606-3399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9ssKYAQ,False,,23860031,0030A0000029WLHQA2,0010A000002vw6GQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:04:41.000+0000,False,False,005OH00000BfjndYAB,2025-11-18T22:04:41.000+0000,005OH00000BfjndYAB,2025-11-18T22:04:41.000+0000,005OH00000BfjndYAB,2025-11-18T22:04:41.000+0000,(250)801-3078,,dteolis@drtfinancial.ca,(604)605-1674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9t6jYAA,False,,23858636,0030A000002fFOyQAM,0010A000003QKptQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:32:21.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T21:32:21.000+0000,0055o000001t1uPAAQ,2025-11-18T21:32:22.000+0000,0055o000001t1uPAAQ,2025-11-18T21:32:22.000+0000,(905)604-7177,4169998118,desmondluk@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9thpYAA,False,,23858687,003G0000018f6fmIAA,0010A000002wOdoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:33:18.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T21:33:18.000+0000,0055o000002KxaMAAS,2025-11-18T21:33:18.000+0000,0055o000002KxaMAAS,2025-11-18T21:33:18.000+0000,(403)234-0004,,will@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9uKXYAY,False,,23858751,003G0000018f6gzIAA,0010A000002wOhFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration - There is a problem with the user ID and password,Medium,"*11/18*
----------------
KB0023323
KB0023420
Jeff tsuyuki
ll12310@llext - password was reset for this since it was their advisor site ID like the app is asking for it
f1490
trying to get into illustration
product illustrations 
missing the @Londonlife.bz account 
23858751
walked through the password reset for Repnet
There was a problem verifying your password or a version of the prodil compnent

Advisor name Jeff tsuyuki
Advisor ISAM ID ll12310@llext
Best contact phone number 416-892-5085
Steps taken (e.g. downloaded and installed latest version)
reset password in ISAM and had user change the password to their own using the repnet portal 
walked through updating the app through the software downloads page 
had them attempt to log in 
a problem exists with the user ID and password, it turned into KB0023420
Results of the steps taken (e.g. still receiving Problem verifying version)
https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf


*email*
----------------

Good afternoon Jeff, 

Thank you for contacting the Workspace Support Team with your Product illustration inquiry. 

You wanted to log into the old Product Illustrations App but were unable to due to an error. We tried to reset your advisor site password and we tried to update your app to the latest version, but we started getting a new error related to you missing a critical account component that provides you access to the app. It was determined that you will need to reach out to your RSA which can be found here https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. Please ask your Regional Sales Associate to have an access request submitted to bring your ll12310@Londonlife.bz with the associated group Ind_Ins_illustrations; this will restore your access to your product illustrations app. If there are issues or you had other questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T22:31:01.000+0000,False,False,005OH000008919xYAA,2025-11-18T21:34:34.000+0000,005OH000008919xYAA,2025-11-18T22:34:22.000+0000,005OH000008919xYAA,2025-12-13T02:02:33.000+0000,(416)731-3232X358,(416) 892-5085,jeff.tsuyuki@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9uR0YAI,False,,23858928,0030A0000029YVHQA2,0010A000002vxuiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Assisted advisor with logging on , this was their first time , also assisted with updated email as they mentioned other email no longer works. KB0021888
*******
Hi Chris  , thank you for contacting the workspace support today.
To recap our call, I assisted you with signing onto workspace as it was your first time and we also updated your email as your mentioned the previous on longer works. If you have any issues, please let me know



We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-18T21:57:49.000+0000,False,False,005OH00000BFQFCYA5,2025-11-18T21:38:11.000+0000,005OH00000BFQFCYA5,2025-11-18T22:01:42.000+0000,005OH00000BFQFCYA5,2025-11-18T22:01:42.000+0000,(416)444-4405,,chris@cmins.ca,(416)444-1540,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9vACYAY,False,,23859893,0030A0000029f2gQAA,0010A000002w3GbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:01:06.000+0000,False,False,005OH000005URvxYAG,2025-11-18T22:01:06.000+0000,005OH000005URvxYAG,2025-11-18T22:01:06.000+0000,005OH000005URvxYAG,2025-11-18T22:01:06.000+0000,(780)945-2886,,laura@cordisfinancial.ca,(780)443-4129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9vQIYAY,False,,23860647,0030A0000029Y3XQAU,0010A000002vxZFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:22:12.000+0000,False,False,005OH00000BfjndYAB,2025-11-18T22:22:12.000+0000,005OH00000BfjndYAB,2025-11-18T22:22:12.000+0000,005OH00000BfjndYAB,2025-11-18T22:22:12.000+0000,(250)545-5258,(250) 300-3846,jake@acumenfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9vRtYAI,False,,23858872,003G0000018f783IAA,0010A000002wPBMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up on status of submitted new business application,Medium,"Bonjour Mario, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires 

Tel que mentionné durant notre appel, pour faire le suivi sur vos propositions d’assurance soumises (dans le cas présent un changement de capital assuré), veuillez utiliser le logiciel Proposition en ligne des Affaires nouvelles disponible sur la page Aperçu de votre compte Espace affaires : 

 


Si jamais vous ne trouvez pas la proposition, veuillez nous envoyer un courriel et il nous fera plaisir de vous aider. 

Bonne fin de journée. 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T21:46:39.000+0000,False,False,0055o000001zVCKAA2,2025-11-18T21:37:06.000+0000,0055o000001zVCKAA2,2025-11-18T22:10:58.000+0000,0055o000001zVCKAA2,2025-11-18T22:10:58.000+0000,(450)438-5213,(450) 560-1167,mario.marinier@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9xVMYAY,False,,23860216,003OH000003rXdkYAE,001OH000004rWVoYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:09:31.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T22:09:31.000+0000,0055o000002KxaMAAS,2025-11-18T22:09:32.000+0000,0055o000002KxaMAAS,2025-11-18T22:09:32.000+0000,(403)797-3317,,brianna@holdentaylor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9xdOYAQ,False,,23859741,003OH00000SvwVQYAZ,001OH00000ZDfFwYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:57:27.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T21:57:27.000+0000,005OH000006owoYYAQ,2025-11-18T21:57:28.000+0000,005OH000006owoYYAQ,2025-11-18T21:57:28.000+0000,(306)960-9374,,c.johnson1@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9y3IYAQ,False,,23861279,0030A0000029dYqQAI,0010A000002w23tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Hi Brian,

It was a pleasure speaking on the phone with you earlier regarding your Workspace MGA account and setting up your authenticator.

Just a recap of what we did, we cleared your browser’s cookies, unlocked your account, installed the authenticator in your device, linked it to your Workspace account, then logged you out and back in to make sure that you are receiving the MFA code.

As a reminder, please make sure to enter your email address and not your advisor code for access and chose the MGA association.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T22:58:52.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T22:43:45.000+0000,005OH00000AbCcLYAV,2025-11-18T22:58:52.000+0000,005OH00000AbCcLYAV,2025-11-18T22:58:52.000+0000,(613)688-2880,(613) 688-2880,brian@common-cents.net,(613)688-2730,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9y83YAA,False,,23859223,0031600002G6ks8AAB,0010A000002wNF5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:45:04.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T21:45:04.000+0000,0055o000001t1uPAAQ,2025-11-18T21:45:05.000+0000,0055o000001t1uPAAQ,2025-11-18T21:45:05.000+0000,(647)688-1627,(647) 688-1627,tim.chuang@radiantlifeinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9yHhYAI,False,,23859133,0030A0000029fvXQAQ,0010A000002w3zxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:43:04.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T21:43:04.000+0000,0055o000001t1uPAAQ,2025-11-18T21:43:04.000+0000,0055o000001t1uPAAQ,2025-11-18T21:43:04.000+0000,(647)500-0883,,jiangqianca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000g9zQhYAI,False,,23860616,0030A0000029YydQAE,0010A000002vyKMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:21:24.000+0000,False,False,005OH000002iJPDYA2,2025-11-18T22:21:24.000+0000,005OH000002iJPDYA2,2025-11-18T22:21:24.000+0000,005OH000002iJPDYA2,2025-11-18T22:21:24.000+0000,(604)285-7175,(604) 218-0006,agnesmwt@gmail.com,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA0EiYAK,False,,23859863,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:00:18.000+0000,False,False,005OH000005URvxYAG,2025-11-18T22:00:18.000+0000,005OH000005URvxYAG,2025-11-18T22:00:18.000+0000,005OH000005URvxYAG,2025-11-18T22:00:18.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA0TCYA0,False,,23859431,003G0000018f7SQIAY,0010A000002wPZ0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:50:04.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T21:50:04.000+0000,0055o000002KxaMAAS,2025-11-18T21:50:04.000+0000,0055o000002KxaMAAS,2025-11-18T21:50:04.000+0000,(780)723-4229,,john@mpsinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA2Q9YAK,False,,23859447,003G0000018f7LYIAY,0010A000002wPREQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:50:27.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T21:50:27.000+0000,0055o000001t1uPAAQ,2025-11-18T21:50:27.000+0000,0055o000001t1uPAAQ,2025-11-18T21:50:27.000+0000,(416)567-3552,(416) 567-3552,james.liu@jmsjayfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA2egYAC,False,,23859645,0030A0000029VieQAE,0010A000002vvanQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:55:12.000+0000,False,False,005OH00000BfjndYAB,2025-11-18T21:55:12.000+0000,005OH00000BfjndYAB,2025-11-18T21:55:13.000+0000,005OH00000BfjndYAB,2025-11-18T21:55:13.000+0000,(604)547-0990,,kinyacan@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA2l8YAC,False,,23860170,0030A0000029i7eQAA,0010A000002w5t5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:07:59.000+0000,False,False,005OH000005URvxYAG,2025-11-18T22:07:59.000+0000,005OH000005URvxYAG,2025-11-18T22:07:59.000+0000,005OH000005URvxYAG,2025-11-18T22:07:59.000+0000,(587)402-8590,,paulla@adamitzfinancial.com,(800)740-4002,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA46zYAC,False,,23859582,0030A0000029as8QAA,0010A000002vzvyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:53:33.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T21:53:33.000+0000,005OH000006owoYYAQ,2025-11-18T21:53:33.000+0000,005OH000006owoYYAQ,2025-11-18T21:53:33.000+0000,(306)693-8655,(306) 681-8045,dawn@dlsolutionsforyou.com,(306)518-2653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA4RxYAK,False,,23859601,003OH00000WDQQbYAP,001OH00000dQBWBYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Reset,Medium,"The customer was unable to log into their Canada Life workspace account due to a phone reset that deleted their authenticator app. Identified the user. The user was calling from the phone number listed in Siebel. 

=================emails==================

Hi Karar, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you resolve your login issue, 

If you have any other issues, please do not hesitate to contact us by email or by phone. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-18T22:02:53.000+0000,False,False,0055o000001zVCKAA2,2025-11-18T21:54:06.000+0000,0055o000001zVCKAA2,2025-11-21T23:42:50.000+0000,0055o000001zVCKAA2,2025-11-21T23:42:50.000+0000,(437)225-8108,,karar.tasmia@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA5EMYA0,False,,23859980,0030A00000BCgrDQAT,0010A00000BmoI9QAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:03:00.000+0000,False,False,0055o000001t1uPAAQ,2025-11-18T22:03:00.000+0000,0055o000001t1uPAAQ,2025-11-18T22:03:00.000+0000,0055o000001t1uPAAQ,2025-11-18T22:03:00.000+0000,(905)475-0122X6328,4165693280,peny@axiomfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA6aDYAS,False,,23859786,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T21:58:33.000+0000,False,False,005OH000005URvxYAG,2025-11-18T21:58:33.000+0000,005OH000005URvxYAG,2025-11-18T21:58:34.000+0000,005OH000005URvxYAG,2025-11-18T21:58:34.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA7jDYAS,False,,23860250,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:10:50.000+0000,False,False,005OH000005URvxYAG,2025-11-18T22:10:50.000+0000,005OH000005URvxYAG,2025-11-18T22:10:50.000+0000,005OH000005URvxYAG,2025-11-18T22:10:50.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA7koYAC,False,,23860252,0030A0000029XVJQA2,0010A000002vx4AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:10:50.000+0000,False,False,005OH00000BfjndYAB,2025-11-18T22:10:50.000+0000,005OH00000BfjndYAB,2025-11-18T22:10:51.000+0000,005OH00000BfjndYAB,2025-11-18T22:10:51.000+0000,(604)689-8289X230,6046315932,annette@mrvafinancial.com,(604)689-2801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA7zNYAS,False,,23861054,0030A0000029ZJBQA2,0010A000002vycPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:36:03.000+0000,False,False,005OH00000BfjndYAB,2025-11-18T22:36:03.000+0000,005OH00000BfjndYAB,2025-11-18T22:36:03.000+0000,005OH00000BfjndYAB,2025-11-18T22:36:03.000+0000,(604)647-0865,,tom@lumbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gA9UrYAK,False,,23860018,003G0000018f7DvIAI,0010A000002wPIjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"**EMAIL**

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Hello- I have two other codes 
W6180 & D7287.

Is it possible to get the reports for those as well please?


Marissa Elliott
Co-Founder & Advisor, MFA-P™
 
 
P 604.685.6525
W elsaywealth.com
L linkedin.com/in/marissaelliott
O 590 East Tower - 555 West 12th Ave. Vancouver, BC.  V5Z 3X7
 

Before printing this message, please consider the environment.
E&O The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Good day Marissa,

As mentioned in my previous email, please see below for your password-protected Excel file:
MP3XH4BJNL

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



Hi Marissa,

Please find the attached file of D7287, W6180, F3575 Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-18T22:04:17.000+0000,False,False,005OH0000071DK9YAM,2025-11-18T22:04:17.000+0000,005OH0000071DK9YAM,2025-11-18T22:04:17.000+0000,005OH0000071DK9YAM,2025-11-18T22:04:17.000+0000,(604)685-6525,,marissa@elsaywealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gADDWYA4,False,,23860475,0030A0000029XdQQAU,0010A000002vxAaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:17:14.000+0000,False,False,005OH00000BfjndYAB,2025-11-18T22:17:14.000+0000,005OH00000BfjndYAB,2025-11-18T22:17:14.000+0000,005OH00000BfjndYAB,2025-11-18T22:17:14.000+0000,(778)908-3654,,scamele@beemwealth.ca,(604)294-8877,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAEr7YAG,False,,23860446,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:16:21.000+0000,False,False,005OH000005URvxYAG,2025-11-18T22:16:21.000+0000,005OH000005URvxYAG,2025-11-18T22:16:22.000+0000,005OH000005URvxYAG,2025-11-18T22:16:22.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAK0UYAW,False,,23861924,0030A0000029YvYQAU,0010A000002vyHWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Adding delegates,Medium,"Hi Connor,

Thank you for contacting the Workspace Support team.

To add a delegate(s), the servicing advisor will need to complete the attached form and submit it to Distribution_Methodology@canadalife.com

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Chafe, Connor <Connor.Chafe@igpwm.ca> 
Sent: November 18, 2025 1:33 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Quinn, Ryan <Ryan.Quinn@igpwm.ca>; Kudrowich, Corey <Corey.Kudrowich@igpwm.ca>; Yewchuk, Keith <Keith.Yewchuk@igpwm.ca>; Westlund, Wendy <Wendy.Westlund@igpwm.ca>
Subject: Workspace Shared Access - Ryan Quinn: 66529

Hello, Everyone below needs to be granted access to Ryan Quinn's (66529) clients on Workspace please. Corey Kudrowich 23047 Corey. kudrowich@ igpwm. ca Wendy Westlund Wendy. westlund@ igpwm. ca Keith Yewchuk Keith. yewchuk@ igpwm. ca Connor Chafe Connor. chafe@ igpwm. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Everyone below needs to be granted access to Ryan Quinn's (66529) clients on Workspace please.

1.	Corey Kudrowich
23047
Corey.kudrowich@igpwm.ca 
2.	Wendy Westlund
Wendy.westlund@igpwm.ca 
3.	Keith Yewchuk
Keith.yewchuk@igpwm.ca 
4.	Connor Chafe
Connor.chafe@igpwm.ca 
If you need anything else, please let me know.

Kind regards, 

 
www.kudrowichpwm.com 
Investors Group Financial Services Inc.
Member of the Power Financial Corp
	Connor Chafe   BBM,  CFP®  (he/him)
Senior Financial Consultant
#302 - 6103 Currents Drive NW, Edmonton
Ph:  780.862.7347  |  Connor.Chafe@ig.ca",True,2025-11-18T23:08:13.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T23:08:13.000+0000,005OH00000AbCcLYAV,2025-11-18T23:08:14.000+0000,005OH00000AbCcLYAV,2025-11-18T23:08:14.000+0000,(866)382-8352,,ryan.quinn@nbpcd.com,(905)763-7071,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAK5JYAW,False,,23860799,0030A0000029Y6kQAE,0010A000002vxccQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:27:22.000+0000,False,False,005OH00000BfjndYAB,2025-11-18T22:27:22.000+0000,005OH00000BfjndYAB,2025-11-18T22:27:22.000+0000,005OH00000BfjndYAB,2025-11-18T22:27:22.000+0000,(778)989-6834,,harpbains@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAKenYAG,False,,23860846,0030A000002QCnfQAG,0010A000003CkDUQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Premium Payment confirmation,Medium,"Advisor wanted to know how she can confirm if a specific client have already paid their Premiums. Referred to contact Client service centre for further assistance. 
========================

Hi Danielle,

Thank you for contacting the workspace support about how you will be able to confirm if your client has already paid the premium payment.

We have identified that this information is not available to workspace instead you may need to call our client services center at 1888-252-1847 as they the one who would be able to guide you accordingly on how to confirm if premium payment has been made.

Thank you for giving me some time to check on this matter for you and you have any other questions relating to workspace please don’t hesitate to call us back. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-18T22:47:07.000+0000,False,False,005OH00000BFPZHYA5,2025-11-18T22:28:56.000+0000,005OH00000BFPZHYA5,2025-11-18T22:56:35.000+0000,005OH00000BFPZHYA5,2025-11-18T22:56:35.000+0000,(403)981-1997,(403) 471-0708,daniellesutton@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAMiKYAW,False,,23861784,003G0000028fmC0IAI,0010A000002wTDRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Adding delegates,Medium,"Hi Kelly,

Thank you for contacting the Workspace Support team.

To add a delegate(s), the servicing advisor will need to complete the attached form and submit it to Distribution_Methodology@canadalife.com

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Kelly Wilson <kelly@dreamretirement.ca> 
Sent: November 18, 2025 10:47 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Assistant credentials

Good morning, I am hoping you can help me. Dream Retirement has 2 assistants on the team that require access to Workspace to see Dan Steinkey’s clients and support him. Are you able to help me get them set up with credentials to access
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning,

I am hoping you can help me.  Dream Retirement has 2 assistants on the team that require access to Workspace to see Dan Steinkey’s clients and support him.  

Are you able to help me get them set up with credentials to access his codes and the client information under those codes?

Thank you,

Click here to book a meeting with Dan right now!

Have a great day,
Kelly Wilson
Executive Assistant
Dream Retirement Planning Ltd.
Steinkey Financial Services
www.dreamretirement.ca
Direct: 1.204.500.5115 
Fax: 1.888.551.6193
kelly@dreamretirement.ca

 


Please Note: It is our service standard to return telephone calls, emails and/or text messages received before 1pm on the same business day whenever possible. Calls, emails and messages received after 5pm Central time will likely not be addressed until regular hours on the following business day (our general hours of operation are Monday-Thursday from 9am-5pm, and 9am-1pm on Fridays).
CONFIDENTIALITY NOTICE: The information contained in this transmission (including any attachments) is confidential and may also be privileged, and all rights to privilege are expressly claimed and not waived. Any use of, reliance on, dissemination, distribution, copying or disclosure of this message and any attachments, in whole or in part, by anyone other than the intended recipient is strictly prohibited. If you have received this communication in error, please notify the sender immediately by reply email and permanently delete the original message, attachments and all copies.
To be removed from my contact list, please reply to this email with Unsubscribe in the subject line and you will receive no further email from Dream Retirement Planning or Steinkey Financial Services",True,2025-11-18T23:01:42.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T23:01:42.000+0000,005OH00000AbCcLYAV,2025-11-18T23:08:55.000+0000,005OH00000AbCcLYAV,2025-11-18T23:08:55.000+0000,(705)327-0313,,kelly@altavistaplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAOyYYAW,False,,23861336,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:45:50.000+0000,False,False,005OH000005URvxYAG,2025-11-18T22:45:50.000+0000,005OH000005URvxYAG,2025-11-18T22:45:51.000+0000,005OH000005URvxYAG,2025-11-18T22:45:51.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAPcsYAG,False,,23861243,0030A0000029ZaYQAU,0010A000002vypfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:42:43.000+0000,False,False,005OH00000BfjndYAB,2025-11-18T22:42:43.000+0000,005OH00000BfjndYAB,2025-11-18T22:42:43.000+0000,005OH00000BfjndYAB,2025-11-18T22:42:43.000+0000,(250)376-3936,,scott.peace@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gARDGYA4,False,,23861412,003OH00000EDreNYAT,001OH00000HtpLGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T22:48:22.000+0000,False,False,005OH000001cCPNYA2,2025-11-18T22:48:22.000+0000,005OH000001cCPNYA2,2025-11-18T22:48:23.000+0000,005OH000001cCPNYA2,2025-11-18T22:48:23.000+0000,(250)686-4134,,hannah@gainingaltitudefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gASUOYA4,False,,23862028,0030A00000Bo4U4QAJ,0010A00000COaACQA1,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy missing in Workspace,Medium,"Michael can see policy C046941U BUT not the client's other policy 11341416. 

INC1863291

Missing policy is under another advisor code (79232), BUT it's also not visible in Salesforce and that advisor code is showing active in CoPilot but inactive everywhere else. Would hate to tell him he has to AOR the policy only for it to still not show up in WS. Since he expects it to be visible, he also may have already tried to AOR it and it didn't work, possibly due to the 79232 advisor code. His email says he's been calling in to get summaries which he doesn't like doing; he'd have to pass authentication for the CSC to do that, which makes me think he did AOR it at some point. It might've worked in the systems feeding DAS at the CSC, and just not whatever is feeding Workspace. 

Followed KB0021280 and hunted through every system possible, then asked in QC. Jonathan confirmed sending this to L2 as something weird is happening!",True,2025-11-20T19:31:55.000+0000,False,False,005OH00000BFQFFYA5,2025-11-18T23:12:36.000+0000,005OH00000BFQFFYA5,2025-11-24T20:56:50.000+0000,0050A000000qsPeQAI,2025-11-24T20:56:50.000+0000,(306)270-6284,,michael.dick@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAUpSYAW,False,,23862027,0030A0000029WlRQAU,0010A000002vwRHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T23:12:35.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T23:12:35.000+0000,0055o000002KxaMAAS,2025-11-18T23:12:35.000+0000,0055o000002KxaMAAS,2025-11-18T23:12:35.000+0000,(403)221-9300,,lornaphelps@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAWWJYA4,False,,23861865,0030A000002NnQJQA0,0010A000003AJNeQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T23:05:23.000+0000,False,False,005OH000006owoYYAQ,2025-11-18T23:05:23.000+0000,005OH000006owoYYAQ,2025-11-18T23:05:23.000+0000,005OH000006owoYYAQ,2025-11-18T23:05:23.000+0000,(306)737-9475,,andrea@flourishfinancials.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAY9yYAG,False,,23863364,0035o000006oBUhAAM,0015o000007PHxvAAG,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WS team contact,Medium,"Bonjour Julie-Ann.

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.   

Notre équipe est joignable au 1-888-999-4516 et se fera un plaisir de vous assister et de répondre à vos questions concernant l’Espace affaires.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialement, 
  
Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Julie-Ann Rodrigue <ja.rodrigue@diversico.ca> 
Sent: November 18, 2025 11:54 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Rattachement

Bonjour, Est-ce que ce serait possible de parler avec vous par téléphone? Merci, Julie-Ann Rodrigue Conseillère en sécurité financière Diversico Remco | Cabinet en assurance de personnes Représentante en investissement | Services d'investissement
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Bonjour, 

Est-ce que ce serait possible de parler avec vous par téléphone? 

Merci, 
 	Julie-Ann Rodrigue 
Conseillère en sécurité financière
Diversico Remco | Cabinet en assurance de personnes

Représentante en investissement | Services d'investissement Quadrus Ltée
ja.rodrigue@diversico.ca
T (450) 831-4555 #227  | F (514) 954-0505

7005, Boulevard Taschereau, bureau 180 | Brossard | Québec | Canada | J4Z 1A7 |
www.diversico.ca 




          
Unis dans la Révolution des Services Financiers

 

Le contenu de la présente communication, y compris tout fichier, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. | The contents of this communication, including any files, are confidential and may be privileged. If you are not the intended recipient (or if you are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this message without reading, copying, retransmitting, or recording its contents. Thank you. Please note: We have taken measures to protect against viruses, but we assume no responsibility for any loss or damage caused by the presence of a virus.",True,2025-11-19T00:26:01.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T00:26:01.000+0000,005OH00000AbCcLYAV,2025-11-19T00:26:14.000+0000,005OH00000AbCcLYAV,2025-11-19T00:26:14.000+0000,(450)831-4555,,ja.rodrigue@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAYBWYA4,False,,23862147,003G0000018f6SNIAY,0010A000002wOOiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T23:17:12.000+0000,False,False,0055o000002KxaMAAS,2025-11-18T23:17:12.000+0000,0055o000002KxaMAAS,2025-11-18T23:17:13.000+0000,0055o000002KxaMAAS,2025-11-18T23:17:13.000+0000,(403)380-5085,,john@talericofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAYbMYAW,False,,23863216,0030A00000CRK9IQAX,0010A00000D2G34QAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy visibility - 60554351T,Medium,"Hi Linda and Anthony,

Thank you for reaching out to Workspace Support regarding this policy visibility issue. Anthony, both the client and policy are active, aligned properly and visible in your Advisor solutions Workspace account.

The policy is aligned under your code F4134, please when logging to Workspace make sure to select the ‘’Advisor solutions/Advanced advisor practices’’ association, we checked the policy visibility under your ADSL WS account, and we could have access to all policy details including its summary and statements.

The best way to find the policy is to either use the client search and search only by the client’s last name, select the correct client and find the policies in the “product” section of their profile.

 

Alternatively, if that’s not working for you, you can simply input the policy number or client’s name in the Universal Search (near the top right of the screen on the Workspace Overview page). This will display both the selectable policy and corresponding client.

 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Li, Linda <Linda.Li@canadalife.com> 
Sent: November 18, 2025 9:48 AM
To: Muraca, Anthony <Anthony@kaapfinancial.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: policy 60554351T - cannot view policy on Workspace

Hi Anthony,
Attached is the Insurance summary for your client.

Workspace Support – please investigate as to why Anthony cannot view this policy on Workspace.  
Thanks. 


 




Linda Li
Regional Sales Manager, Insurance, Insurance Distribution – GTA
Linda.Li@canadalife.com | Mobile: (416) 788-7851

Leslie Monteyne, Regional Sales Representative
Leslie.Monteyne@canadalife.com | Tel: (647) 462-2724

Eddie Maiato, Regional Sales Associate
Eddie.Maiato@canadalife.com | Tel: (416) 552-3125

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning options. Ask me how Canada Life Elevate will help you win your next large case
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Anthony Muraca <Anthony@kaapfinancial.com> 
Sent: November 18, 2025 10:48 AM
To: Li, Linda <Linda.Li@canadalife.com>
Subject: [EXT] policy 60554351T

Hi Linda Can you please look into where this policy is My code is F4699 Anthony Muraca, Partner/Investment Representative KAAP Financial/Canada Life/Quadrus Investment Services Ltd. Anthony@ KAAPFinancial. com Anthony. Muraca@ Canadalife. com Tel: 
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Hi Linda

Can you please look into where this policy is

My code is F4699

Anthony Muraca, Partner/Investment Representative
KAAP Financial/Canada Life/Quadrus Investment Services Ltd.
Anthony@KAAPFinancial.com
Anthony.Muraca@Canadalife.com
Tel: 416-629-2766
3865 Major Mackenzie Dr Unit #104
Woodbridge,Ontario
L4H 3L9",True,2025-11-19T00:15:34.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T00:15:34.000+0000,005OH00000AbCcLYAV,2025-11-19T00:15:34.000+0000,005OH00000AbCcLYAV,2025-11-19T00:15:34.000+0000,(416)629-2766,(416) 629-2766,anthony@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAaBhYAK,False,,23861883,0030A00000CeKfdQAF,0010A00000DFls0QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T23:06:13.000+0000,False,False,005OH000002iJPDYA2,2025-11-18T23:06:13.000+0000,005OH000002iJPDYA2,2025-11-18T23:06:13.000+0000,005OH000002iJPDYA2,2025-11-18T23:06:13.000+0000,(647)961-3555,(604) 353-7550,jameszhe@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAbCdYAK,False,,23862851,003G0000018f7ARIAY,0010A000002wPEQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations  - @londonlife.bz account  restoration access issue,Medium,"The customer was unable to log in to the Product Illustrations software. After reviewing the issue, I confirmed that the customer’s account was missing, which was preventing access. I will send the customer an email with instructions on how to restore their account access through their Regional Sales Associate.

====================emails==================

Hi Jeff, 

There is a new option available that may help, but before we proceed we need to verify a few things with you. Specifically, do you have an FH (Financial Horizons) login and is your Workspace accounts (MGA and Direct) linked in Advice Canada?

The reason we ask is that the new Client Search feature recently launched via Advice Canada. It allows advisors to search and view clients and policies across channels in one place. Please note that this feature is for search only; it does not support submitting applications or making changes to policies. Workspace remains the primary tool for those actions.

Once we confirm your FH login and account linkage, we can guide you on next steps to ensure you can take advantage of this functionality.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






From: Jeff <jeff.zhang@shenglin.com> 
Sent: Tuesday, December 2, 2025 10:21 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Re: Phone Call - Product Illustration Password Reset - C23862851

Hi Carl, Thank you for your message. I would like to check whether the following configuration is technically possible in Workspace: My current Workspace account is tied to Advisor Code W6029, which is used under the Canada Life Aging / internal
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Hi Carl,

Thank you for your message.

I would like to check whether the following configuration is technically possible in Workspace:

My current Workspace account is tied to Advisor Code W6029, which is used under the Canada Life Aging / internal distribution channel.

I also hold another Advisor Code H2298, which belongs to my MGA distribution channel.

For business purposes, I need the ability to submit applications using either Advisor Code.
Is it possible to have both Advisor Codes (W6029 and H2298) associated with my existing Workspace account, so I can select the appropriate code when submitting new business?

If this setup is supported, please let me know the required steps, or whether your team can update my account configuration on your end.

Thank you very much for your assistance.
Best Regards

Jeff Zhang
416-858-5889


Hello!

I was informed by my manager that this type of request should be going to : CanadaLifeTechnologyProgram@canadalife.com instead.  She will forward this one to them.

Thank you.



Regards,     
                               
Melinda Bascoguin, ACS, ALMI
Regional Sales Associate, Insurance
Distribution Excellence


Hi Patrick and Jacey, 

Sorry for the confusion, @Bascoguin, Melinda, can you request a missing account and group via an Access Request? 

Here is the missing account and group needed: @londonlife.bz ID or the “IndIns_Illustration_Users” ISAM Security Group

Thanks for your help. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





Hi Jacey, 

You can request the missing account and group via Access Request.

The request should mention that you need to add amissing user,  either the @londonlife.bz ID or the “IndIns_Illustration_Users” ISAM Security Group.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Yang, Jacey <YiJie.Yang@canadalife.com> 
Sent: Wednesday, November 19, 2025 9:01 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Cheng, Patrick <ChengKaFai@patrickcheng.ca>
Subject: RE: Phone Call - Product Illustrations - C23862851

Hello Carl,

How to submit the request for the advisor?
Please advise. Thank you!


Best Regards,

Jacey Yang
Advisor Support Associate  |  Canadian Asian Markets Region



Hi, 

Thank you for contacting Workspace Support.  

@Yang, Jacey, can you help Patrick  and submit an access request  to bring back their @Londonlife.bz account with the associated group Ind_Ins_illustrations; this will restore their access tot heir product illustrations app.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T00:15:35.000+0000,False,False,0055o000001zVCKAA2,2025-11-18T23:51:05.000+0000,0055o000001zVCKAA2,2025-12-03T19:56:23.000+0000,0055o000001zVCKAA2,2025-12-13T02:01:59.000+0000,(604)438-1232,(778) 389-8989,chengkafai@patrickcheng.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAbnjYAC,False,,23863177,0030A00000CeKfdQAF,0010A00000DFls0QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T00:12:41.000+0000,False,False,005OH000002iJPDYA2,2025-11-19T00:12:41.000+0000,005OH000002iJPDYA2,2025-11-19T00:12:42.000+0000,005OH000002iJPDYA2,2025-11-19T00:12:42.000+0000,(647)961-3555,(604) 353-7550,jameszhe@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAdvyYAC,False,,23862153,0030A0000028xVZQAY,0010A00000BqgQoQAJ,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,Workspace merge issue submission,Medium,"****DDS****11/18/25 

Name corrected in CIS
Sent email to user to use merge prompt in WS in 2-4 business days. 
 
=================================================================================================================================

****Email Chain****

Good day Teresa,

Thank you for reaching out to the Workspace Support team with your merge request attached below.
 
I’ve amended the client’s accounts in our system; you should find that the merge prompt appears in Workspace in the next 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: October 28, 2025 8:24 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Teresa Mueller (teresa@ muellerfinancialgroup. ca) has submitted a merge issue. Client details: First name: SEAN Middle name (if applicable): H Last name: VERBEEK DOB: August 29, 1974 Policy Number(s): 60904296T,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Teresa Mueller (teresa@muellerfinancialgroup.ca) has submitted a merge issue.
 
Client details:
First name: SEAN
Middle name (if applicable): H
Last name: VERBEEK
DOB: August 29, 1974
Policy Number(s): 60904296T, 110247575, F511320518 (JOINT)
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000005mNH3QAM/sean-h-verbeek
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000dL6iRYAS/sean-h-verbeek
URL 3: 
URL 4: 
Additional details: Please Merge - these are the same clients",True,2025-11-18T23:17:42.000+0000,False,False,005OH0000097FtCYAU,2025-11-18T23:17:42.000+0000,005OH0000097FtCYAU,2025-11-18T23:20:50.000+0000,005OH0000097FtCYAU,2025-11-18T23:20:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAfT8YAK,False,,23862372,003OH000007sFB0YAM,001OH000009dYJGYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-18T23:26:09.000+0000,False,False,005OH000002iJPDYA2,2025-11-18T23:26:09.000+0000,005OH000002iJPDYA2,2025-11-18T23:26:09.000+0000,005OH000002iJPDYA2,2025-11-18T23:26:09.000+0000,(778)384-0825,,anson.dong@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAixGYAS,False,,23862715,003G0000018f6lhIAA,0010A000002wOnRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations issue,Medium,"Hi Jeff,

It was a pleasure talking to you today regarding your Product illustrations issue.

After investigation it seems that you had an issue accessing illustration for LL policies due to the limited permissions on you account, please reach out to your regional sales associate to get access by adding missing user,  either the ‘’@londonlife.bz ID or the “IndIns_Illustration_Users” ISAM Security Group:

-	Name: Maria Davis, Email address: Maria.Davis@canadalife.com
-	Name: Salma Yarow, Email address:  Salma.Yarow@canadalife.com 


Your RSA can request the missing account and group via Access Request.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Jeff, 

Thank you for contacting Workspace Support today regarding your Illustration inquiry. I’ve sent you another email with contacts pf you RSAs to fix your permissions issue and have access to you Product illustrations account.

As we discussed on our call, if you need illustrations urgently, you can reach out to: InforceParIllustrations@canadalife.com for support.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T00:13:56.000+0000,False,False,005OH00000AbCcLYAV,2025-11-18T23:42:25.000+0000,005OH00000AbCcLYAV,2025-11-19T00:13:57.000+0000,005OH00000AbCcLYAV,2025-12-13T02:02:31.000+0000,(416)789-3691,,jeff.zhang@shenglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAjjeYAC,False,,23863096,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T00:06:52.000+0000,False,False,005OH000001cCPNYA2,2025-11-19T00:06:52.000+0000,005OH000001cCPNYA2,2025-11-19T00:06:53.000+0000,005OH000001cCPNYA2,2025-11-19T00:06:53.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAlC1YAK,False,,23863577,0030A0000029neEQAQ,0010A000002wAUEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access issue,Medium,"Hi Mindy and Helena, 

The advisor Yinghui Chang is already registered on Workspace, if they need assistance accessing their MGA account, I would like to set up a phone call to help them.

@ Helena Chang helenac.zhong@gmail.com If you need assistance accessing you MGA account on Workspace, Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code
 
•	We will reach you at the phone number on file 
 
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Inway Wealth Assistant <inwaywealthassistant@gmail.com> 
Sent: November 18, 2025 12:45 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; Helena Chang <helenac.zhong@gmail.com>
Subject: [EXT] Request for Canada Life Advisor Site Activation Code

Dear Sir or Madam, I am writing on behalf of the advisor, Yinghui Chang (Advisor Code C4051), who is currently in the process of registering for the Canada Life Advisor Site / Workspace. The system indicates that an Activation Code is required,
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Dear Sir or Madam,

I am writing on behalf of the advisor, Yinghui Chang (Advisor Code C4051), who is currently in the process of registering for the Canada Life Advisor Site / Workspace. The system indicates that an Activation Code is required, which has not yet been received.
Would you please assist us by providing the Activation Code or advising on the next steps?
Thank you for your assistance. We look forward to your response.

Mindy Yu
assistant to Yinghui (Helena) Chang
647 835 3677",True,2025-11-19T00:44:19.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T00:44:19.000+0000,005OH00000AbCcLYAV,2025-11-19T00:44:40.000+0000,005OH00000AbCcLYAV,2025-11-19T00:44:40.000+0000,(905)479-5806,,helenac.zhong@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gAmcfYAC,False,,23863091,0030A00000CeKfdQAF,0010A00000DFls0QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T00:06:26.000+0000,False,False,005OH000002iJPDYA2,2025-11-19T00:06:26.000+0000,005OH000002iJPDYA2,2025-11-19T00:06:26.000+0000,005OH000002iJPDYA2,2025-11-19T00:06:26.000+0000,(647)961-3555,(604) 353-7550,jameszhe@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gApSVYA0,False,,23863459,0030A0000029fiMQAQ,0010A000002w3pWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA set up request,Medium,"Hi Mei,
 
I would like to set up a phone call with the advisor, to help them with their Workspace access. Please forward the message below to them:

Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code
 
•	We will reach you at the phone number on file 
 
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Mei Wong <mei.wong@gtwealth.ca> 
Sent: November 18, 2025 4:25 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Tim Lau <tim.lau@wayfinancial.ca>
Subject: [EXT] Support Request: Unable to Pair Salesforce Authenticator on New Phone

Hi Support team, I would like to seek your advice on reconnecting a Salesforce Authenticator account to a new phone. The advisor recently upgraded to a new device and is now unable to connect the app. The pairing box does not appear when I click
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Support team,

I would like to seek your advice on reconnecting a Salesforce Authenticator account to a new phone. The advisor recently upgraded to a new device and is now unable to connect the app. The pairing box does not appear when I click “Approve using Salesforce Authenticator,” even after clearing the computer’s cache and cookies.

 

As a result, he is unable to log in to his workspace account, which is causing inconvenience. Please advise on possible solutions. Thank you.

Best Regards,
Mei Wong
Executive Assistant

GT Wealth 安加財稅
Tel: (1) 604 655 2082
Fax: (1) 604 278 0133
www.gtwealth.ca

Richmond Office
405 - 6388 No.3 Rd 
Richmond, BC V6Y 0L4
 
This e-mail (including any attachments) is confidential and may contain proprietary information of GT Wealth. It may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited. You are welcome to unsubscribe from our special guest list by replying “Unsubscribe” to this email.",True,2025-11-19T00:33:41.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T00:33:41.000+0000,005OH00000AbCcLYAV,2025-11-19T00:33:41.000+0000,005OH00000AbCcLYAV,2025-11-19T00:33:41.000+0000,(780)448-1988,(780) 919-8984,tim.lau@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,135.0
500OH00000gCFxaYAG,False,,23865090,003G0000018f7GFIAY,0010A000002wPL2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1282,Medium,"Name: Emily Salverda LL74528
Advisor or support staff: Advisor support
Advisor Code: LL 21485/F7486
Advisor Name: JOHN PILLING	
Phone: 
Email: esalverda@pillingfinancial.com		
1. Siebel verification: COMPLETED WITH ADVISORS INFO.
2. Last Login to Workspace: YESTERDAY/MATCHES WITH WORKSPACE--11/18/2025 3:53 PM
Issue: Can't login to Workspace/email and password today. 
Also Called yesterday and was having issues with Product Illustrations and it was escalated/spoke to someone and then received a password re-set email after she received assistance, doesn't recall requesting it. Not sure if its tied to each other. 
Now ERR-W1282. Sign in as Advisor Solutions.

FINDINGS: sf profile not locked. KB0020561 followed/verified with advisors info. had her re-set the password.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001gNEHQA2%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A00000B1LxPQAV%26cntc%3D0030A00000B1LxPQAV%26id%3D0050A000001gNEHQA2

RESOLUTION: she received/re-set and signed in/updated her saved passwords. had her sign out/in again to test with success.

SENT FOLLOW UP
--------------------------------------***DDS  11/19/2025***--------------------------
Hello Emily, 

Thank you for contacting Workspace Support today regarding not being able to access Workspace and receiving ERR-W1282.

This error indicates the email/password combination/association is invalid. You then re-set your password and was able to sign in.

We had you test by signing out/in again with success and you also updated your saved passwords.

I had you delete the password re-set email so if you receive another password re-set email after our call that you did not request, please try to login, if you’re not able to capture the error and let us know, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-19T13:46:14.000+0000,False,False,005OH00000AUS7aYAH,2025-11-19T13:23:24.000+0000,005OH00000AUS7aYAH,2025-11-19T13:46:14.000+0000,005OH00000AUS7aYAH,2025-11-19T13:46:14.000+0000,(905)380-1370,(905) 380-1370,jpilling@pillingfinancial.com,(289)956-0163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCHOJYA4,False,,23865092,0035o000005tG1UAAU,0015o000006R8NWAA0,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Access,Medium,"Name: Shane McMahon
Advisor or support staff: Advisor 
Advisor Code: F5010
Advisor Name: Shane McMahon	
Phone: 604 684 2200 AND 604) 992-8948 (NUMBER IN SIEBEL)
Email: shane@oceanfrontwealth.com AND cassidy@oceanfrontwealth.com		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: Shane is unable to get into his ADSL workspace.  It is asking for authentication, but none has been set up to the app he has.  Is it possible to reset so that he can gain access and set up authentication with the correct device?

FINDINGS:
checked SF, ADSL PROFILE SHOWS MFA IS SETUP. NOT LOCKED. 
LAST LOGIN SHOWS 10/28/2025 3:37 PM

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001pRJHAA2%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000005tMW0AAM%26cntc%3D0035o000005tMW0AAM%26id%3D0055o000001pRJHAA2

***DDS 2025-11-25***
DDS authenticated user and disconnected and assisted with reconnection of Authenticator.

============================================================
***Email Chain***
Hello Shane,

Thank you for taking my call earlier regarding your Authenticator disconnect. We’re happy we were able to assist you in disconnecting and reconnecting your Authenticator.

If you have any other Workspace related issues, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



--------------------------------------***DDS  11/21/2025***--------------------------
(604) 992-8948 IS SHANE'S NUMBER IN SIEBEL.

NEED TO SCHEDULE WITH SHANE AND WILL FOLLOW KB0020738 (HE CHANGED PHONES BUT HAS SINCE DOWNLOADED MICROSOFT AUTHENTICATOR AND NEED TO SETUP.

THESE TIMES ARE AT THE END OF MY SHIFT OR DURING MY LUNCH. 
JUSTIN TOOK OVER THIS TICKET AND WILL SCHEDULE/TAKE OVER THE CASE NOW.

Monday, November 24th at 1:00 pm PST/4pm eastern
Tuesday, November 25th at 9:00 am or 9:30 am PST/ 12 or 12:30pm eastern. 


--------------------------------------***DDS 11/21/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  11/21/2025***--------------------------
Hi Anita, 

Yes, he did change phones recently. He is using the Microsoft authenticator app.

Here is what I already provided in a previous email regarding times we are available:

We are available for a call in PST at any of the following times:

•	Monday, November 24th at 1:00 pm PST
•	Tuesday, November 25th at 9:00 am or 9:30 am PST

Please include us both on the appointment so that I can assist Shane on our end.


--------------------------------------***DDS 11/21/2025***--------------------------
Thanks for confirming Cassidy.

Did Shane change cell phones?

We will have to troubleshoot with Shane to disconnect the authenticator currently tied to the profile and force the system to go through setting it up again on Shane’s authenticator app. 

Please let me know which authenticator app Shane uses.

Also, we will need to setup a call with Shane to authenticate and assist further, 

Please let me know the best time to reach Shane at 6049928948

Please provide 3 options as well as your time zone, thanks.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



--------------------------------------***DDS  11/21/2025***--------------------------
UPDATE RECEIVED/ANSWERS TO MY QUESTIONS
I’m showing an authenticator is already setup on the profile. Can you please provide a screenshot of the page asking to authenticate? -----------That is correct and is the main issue.  It’s asking to provide a code from authenticator, but the workspace account is not showing up on Shane’s authenticator.

. His cell should be 6049928948

Hi Anita, 

See our responses in red below.

Warmly,



--------------------------------------***DDS  11/21/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  11/21/2025***--------------------------
Hello Cassidy,

Following up on the below email. Please advise, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/20/2025***--------------------------
REQUESTED MORE INFO FROM CASSIDY.

WILL ALSO NEED TO CHECK ONCE I HAVE ADDITIONAL INFO FROM CASSIDY--IF ANYONE ELSE CAN TAKE THIS OVER AS BOTH TIMES FALL EITHER ON MY LUNCH OR WHEN MY SHIFT ENDS.

--------------------------------------***DDS  11/20/2025***--------------------------
Thanks for the details, Cassidy.

I’m showing an authenticator is already setup on the profile. Can you please provide a screenshot of the page asking to authenticate?

Is it saying to check the mobile device?  Or to choose a verification method? Please send a screenshot to better assist when we schedule the call.

Please also confirm the phone # on file for Shane, we will schedule one to the times you noted to assist however for authentication we will need to speak to Shane first at the number on file. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/20/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  11/20/2025***--------------------------
Hello, 

Shane is the Advisor and his code is F5010.

We are available for a call in PST at any of the following times:

•	Monday, November 24th at 1:00 pm PST
•	Tuesday, November 25th at 9:00 am or 9:30 am PST

Please include us both on the appointment so that I can assist Shane on our end.

Thank you.

Warmly,


--------------------------------------***DDS  11/19/2025***--------------------------
SENT FOLLOW UP/REQUESTED ADDITIONAL INFO. 

--------------------------------------***DDS  11/19/2025***--------------------------
Hello Shane/Cassidy

Thank you for contacting Workspace Support.

Shane are you the advisor or do you support an advisor? 

If you’re the advisor, please provide your Advisor Solutions advisor code.

If you support an advisor, please provide the advisors name/advisor code

Once I have this info, I would like to set up a phone call with you. Kindly provide the following details to help us schedule a callback:
1.	Your time zone
2.	Three preferred dates and times for a callback

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 






--------------------------------------***DDS  11/19/2025***--------------------------
EMAIL RECEIVED IN THE CL MAILBOX BUT ITS INDICATING ADSL WORKSPACE
--------------------------------------***DDS  11/19/2025***--------------------------
Hello, 

Shane is unable to get into his ADSL workspace.  It is asking for authentication, but none has been set up to the app he has.  Is it possible to reset so that he can gain access and set up authentication with the correct device?

Thank you.

Warmly,
Cassidy Boult (she/her)
Chief of Staff | OceanFront Wealth Inc.
	1055 West Georgia Street, Suite 2772, PO Box 11177
Vancouver, BC V6E 4N3
T 604 684 2200 | TF 800 305 1909
oceanfrontwealth.com
Follow OceanFront Wealth Inc.",True,2025-11-25T17:09:26.000+0000,False,False,005OH00000AX0rVYAT,2025-11-19T13:23:25.000+0000,005OH00000AUS7aYAH,2025-11-25T17:09:26.000+0000,005OH00000AX0rVYAT,2025-11-25T17:09:26.000+0000,(604)684-2200,,shane@oceanfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCIsEYAW,False,,23865202,003G0000018f7kYIAQ,0010A000002wPqwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Walkthrough to register for WS as MGA
=========================
Hello Andrew, 

Thank you for contacting Workspace Support. It was our pleasure in assisting you in registering for Workspace as an MGA and accessing your account. A gentle reminder to use Google Authenticator when logging on to Workspace as an MGA. 

Your voice matters! Let us know what you thought about the quality of the service provided by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T14:11:27.000+0000,False,False,005OH00000BFQFGYA5,2025-11-19T13:28:50.000+0000,005OH00000BFQFGYA5,2025-11-19T14:11:27.000+0000,005OH00000BFQFGYA5,2025-11-19T14:11:27.000+0000,(902)275-4290,(902) 275-7614,andrew@prescottpointfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCL6yYAG,False,,23867136,0030A0000029nEaQAI,0010A000002wA7YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T14:31:33.000+0000,False,False,0055o000002DK5fAAG,2025-11-19T14:31:33.000+0000,0055o000002DK5fAAG,2025-11-19T14:31:33.000+0000,0055o000002DK5fAAG,2025-11-19T14:31:33.000+0000,(905)472-8300,416-358-6379,,(866)765-1170,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCQ0AYAW,False,,23866379,0030A0000029lvyQAA,0010A000002w8ykQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Not receiving auth code,Medium,"Name: Colleen Barker
Advisor or support staff: Advisor 
Advisor Code: C4811, C4810 --C4811 IS ACTIVE. 
Advisor Name: Colleen Barker	
Phone: 250-545-5258
Email: colleenb@barkerwealth.ca		
1. Siebel verification: verified
2. Last Login to Workspace: thinks it was sept/or oct. SF SHOWS 8/20/2025 1:25 PM

Issue: help me with my Advisor log-in to Canada Life’s Advisor Workspace.  I reset my password and it asked for an authentication code which I never received.  There is no place to ask for another code 

FINDINGS: only 1 SF profile found for MGA. last login is 8/20/2025 1:25 PM
may need to setup authenticator

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001owRXAAY%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HDgZAAW%26cntc%3D0035o000004HDgZAAW%26id%3D0055o000001owRXAAY

NEED TO CALL/SETUP MFA. (250) 545-5258 IS IN SIEBEL.

--------------------------------------***DDS  11/20/2025***--------------------------
RESOLUTION: CALLED COLLEEN at # in Siebel, verified. had her sign in, she has SF auth setup but did't setup on the phone as it asked for payment.
verified as per KB0020738. disconnected auth from SF, had her sign in again and setup MFA she had Microsoft Authenticator on her phone already.
she was able to sign in, tested by having her sign out/in again.

SENT FOLLOW UP
--------------------------------------***DDS  11/20/2025***--------------------------
Hello Colleen,

Thanks for taking my call today, it was a pleasure helping you setup Multi Factor Authentication to access Workspace.

Here is a recap of what we did today during our LogMeIn session. 

I had you login to Workspace and you were prompted to Authenticate however you did not initially setup the Salesforce authenticator as its prompting for payment.

1	Verified and disconnected the old authenticator profile
2	Had you sign into Workspace, you were prompted to setup MFA
3	Then had you setup your Microsoft Authenticator on your phone which was already downloaded
4	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS 11/19/2025***--------------------------
Hello Colleen,

Thanks for the information. Lets schedule a call for tomorrow November 20th 11am PST (2pm eastern). 

I will call you at 250-545-5258, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS 11/19/2025***--------------------------
update received
--------------------------------------***DDS 11/19/2025***--------------------------
See notes in ‘red’ below. 

CLEAR – SIMPLE – SOLUTIONS

Colleen Barker


B&C Barker Wealth Group Ltd.
#1 – 3310 Centennial Drive, Vernon BC V1T 2T7
Phone: 250-545-5258
Toll-Free: 1-877-755-5757
Fax: 250-545-6679

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 19, 2025 6:16 AM
To: Colleen Barker <colleenb@barkerwealth.ca>
Subject: Case#23866379 - Tech Support for Advisor Login

Hello Colleen,

Your request below was forwarded to us here at Workspace Support.

To better assist you, please provide us with the information below, thanks.

Are you the advisor or do you support an advisor? I am the advisor

If you’re the advisor, please provide your advisor code.  Code C4811, Corp Code C4810

If you support an advisor, please provide the advisors name/advisor code

Once I have this info, I would like to set up a phone call with you. Kindly provide the following details to help us schedule a callback:
1.	Your time zone - PST
2.	Three preferred dates and times for a callback – Thursday, Nov 20 at 9 am PST, or 11 am PST;  Monday, Nov 21st – pretty much anytime between 8 am and 4 pm PST (except 10:30 – 11 am)


--------------------------------------***DDS  11/19/2025***--------------------------
SENT FOLLOW UP/REQUESTED ADDITIONAL INFO. 

--------------------------------------***DDS  11/19/2025***--------------------------
Hello Colleen,

Your request below was forwarded to us here at Workspace Support.

To better assist you, please provide us with the information below, thanks.

Are you the advisor or do you support an advisor? 

If you’re the advisor, please provide your advisor code.

If you support an advisor, please provide the advisors name/advisor code

Once I have this info, I would like to set up a phone call with you. Kindly provide the following details to help us schedule a callback:
1.	Your time zone
2.	Three preferred dates and times for a callback

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/19/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/19/2025***--------------------------
Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Colleen Barker <colleenb@barkerwealth.ca> 
Sent: November 14, 2025 12:34 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] FW: Tech Support for Advisor Login

Requesting assistance. See email below CLEAR – SIMPLE – SOLUTIONS Colleen Barker B&C Barker Wealth Group Ltd. #1 – 3310 Centennial Drive, Vernon BC V1T 2T7 Phone: 250-545-5258 Toll-Free: 1-877-755-5757 Fax: 250-545-6679
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Requesting assistance.  See email below

CLEAR – SIMPLE – SOLUTIONS

Colleen Barker


B&C Barker Wealth Group Ltd.
#1 – 3310 Centennial Drive, Vernon BC V1T 2T7
Phone: 250-545-5258
Toll-Free: 1-877-755-5757
Fax: 250-545-6679

From: Colleen Barker 
Sent: November 14, 2025 10:28 AM
To: 'jacob.pujats@canadalife.com' <jacob.pujats@canadalife.com>
Subject: Tech Support for Advisor Login

Jacob

I’m wondering if you can help me with my Advisor log-in to Canada Life’s Advisor Workspace.  I reset my password and it asked for an authentication code which I never received.  There is no place to ask for another code or an email for tech support.

Colleen

CLEAR – SIMPLE – SOLUTIONS

Colleen Barker


B&C Barker Wealth Group Ltd.
#1 – 3310 Centennial Drive, Vernon BC V1T 2T7
Phone: 250-545-5258
Toll-Free: 1-877-755-5757
Fax: 250-545-6679",True,2025-11-20T19:23:40.000+0000,False,False,005OH00000AUS7aYAH,2025-11-19T14:12:29.000+0000,005OH00000AUS7aYAH,2025-11-20T19:23:40.000+0000,005OH00000AUS7aYAH,2025-11-20T19:23:40.000+0000,(250)545-5258,,colleenb@barkerwealth.ca,(250)545-6679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCR7ZYAW,False,,23866862,003G0000018f6niIAA,0010A000002wOpSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T14:24:58.000+0000,False,False,005OH000002N6huYAC,2025-11-19T14:24:58.000+0000,005OH000002N6huYAC,2025-11-19T14:24:59.000+0000,005OH000002N6huYAC,2025-11-19T14:24:59.000+0000,(418)812-3320,,gjulien@forcescollectives.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCRvXYAW,False,,23867056,0030A0000029h29QAA,0010A000002w4ycQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Log-in Assistance,Medium,"Name: Alexandra Neff
Advisor or support staff: Advisor support
Advisor Code: B4888
Advisor Name:Jacqueline Phillips	
Phone: | (416)-552-5856
Email: alexandra.neff@canadalife.com AND jacqui@ottawavalleyfinancial.com		
1. Siebel verification: VERIFIED
2. Last Login to Workspace: SEPT. 
Issue: experiencing issues logging into workspace

FINDINGS: 1 SF PROFILE FOR ADVISOR JACQUELINE PHILLIPS. 
NOT LOCKED AND LAST LOGIN 9/19/2025 11:33 AM
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001m0nlAAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HBEcAAO%26cntc%3D0035o000004HBEcAAO%26id%3D0055o000001m0nlAAA

--------------------------------------***DDS  11/24/2025***--------------------------
RESOLUTION: CALLED JACQUELINE AT 613-324-2149 # IN SIEBEL 
VERIFIED INFO IN SIEBEL. SAYS ITS OLD. ADVISED HER TO REACH OUT TO MGA AND ALSO CHECK/UPDATE APEXA.
had her sign in ERR-W1282 WITH THE SAVED PASSWORD AND THEN ERR-W1283 WHEN SHE TYPED IT.
KB0017399  - SF PROFILE LOCKED. I HAD ALREADY DONE VERIFICATION.
UNLOCKED, HAD HER RE-SET THE PASSWORD. 
she then authenticated using Password Authenticator app
signed in successfully.

SENT FOLLOW UP
--------------------------------------***DDS  11/24/2025***--------------------------
Hello Jacqueline, 

Thanks for taking my call and it was a pleasure helping you access Workspace.

To recap, during our LogMeIn session, you signed into Workspace, received ERR-W1283 which indicated too many failed login attempts.

We completed verification, unlocked your account and you clicked on the Forgot password option.

You then reset your password, signed into Workspace, and authenticated using your authenticator app on your cell phone called “Password Authenticator”.

You successfully accessed Workspace, thanks again for your time and patience.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  




--------------------------------------***DDS  11/21/2025***--------------------------
SENT FOLLOW UP TO SCHEDULE FOR MONDAY 10:30AM EASTERN.
CALL HER AT 613-324-2149. WHICH IS ALSO IN SIEBEL
--------------------------------------***DDS  11/21/2025***--------------------------
Hello Jacqui,

Please provide the screenshot of the page showing this
 
 Please also provide your advisor code
 
 We will need to speak to you directly to authenticate and assist further.

Let’s schedule a call for Monday November 24th at 10:30 am eastern. I will call you at 613-324-2149.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/21/2025***--------------------------
update received
--------------------------------------***DDS  11/21/2025***--------------------------
Hello,

When I try to log in to workspace it is adding the following to my email 
when sending the code to verify my email.

jacqui@ottawavalleyfinancial.com.mgana.aw

And no email ever comes through with the code. My email is 
jacqui@ottawavalleyfinancial.com and my advisor code is B4888. I am 
available on Monday from 1030AM-11:30AM or Monday from 12-2:30PM in EST 
timezone (Ontario). 613-324-2149.

Thanks,
Jacqui



--------------------------------------***DDS  11/21/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  11/21/2025***--------------------------
Hello Alexandra,

Following up on my below email. If you still require assistance, please provide the information in the below email, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/19/2025***--------------------------
SENT FOLLOW UP/REQUESTED ADDITIONAL INFO. 
--------------------------------------***DDS  11/19/2025***--------------------------
Hello Alexandra,

Thank you for contacting Workspace Support.

Is Jacqueline receiving any errors? If yes, please provide the error#/screenshot
 
Please also provide Jacqueline’s advisor code

We may need to speak to Jacqueline to authenticate and assist further. 
 
Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on and include your time zone. 
 
Looking forward to your email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/19/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/19/2025***--------------------------
Good afternoon,

My advisor, Jacqueline Phillips, is experiencing issues logging into workspace. Could some please provide some troubleshooting steps. Thank you in advance!

Kind regards, 
 
Alexandra Neff
Regional Sales Associate | Wealth Management
alexandra.neff@canadalife.com | (416)-552-5856
330 University Avenue
Toronto, ON M5R 1G8",True,2025-11-24T15:49:09.000+0000,False,False,005OH00000AUS7aYAH,2025-11-19T14:29:35.000+0000,005OH00000AUS7aYAH,2025-11-24T15:49:10.000+0000,005OH00000AUS7aYAH,2025-11-24T15:49:10.000+0000,(613)324-2149,,jacqui@ottawavalleyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCShuYAG,False,,23866451,003G0000018f6hNIAQ,0010A000002wOhdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T14:14:21.000+0000,False,False,005OH00000245RQYAY,2025-11-19T14:14:21.000+0000,005OH00000245RQYAY,2025-11-19T14:14:21.000+0000,005OH00000245RQYAY,2025-11-19T14:14:21.000+0000,(514)995-9742,(514) 995-9742,denyse@beaumontservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCaE2YAK,False,,23866960,003G0000018f6QwIAI,0010A000002wONHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"****DDS*** 11/19/2025
Asa called in to perform a MFA disconnect. Review Kb0021888 for authentication. Asa failed authentication by providing the wrong advisor code, referred to contracts and compensation.

****email chain****

Hello Kristen, 

      Thank you for calling Canada life workspace support, it was a pleasure assisting you today. As mentioned, the advisor code provided doesn’t match our records for the Canada life advisor code, please reach out to contracts&compensation@canadalife.com to verify the Canada life advisor code and we can complete the MFA disconnect. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T14:51:56.000+0000,False,False,005OH00000BFQFHYA5,2025-11-19T14:27:31.000+0000,005OH00000BFQFHYA5,2025-11-19T14:51:56.000+0000,005OH00000BFQFHYA5,2025-11-19T14:51:56.000+0000,(905)315-9060,(905) 517-9620,warren@millcroftfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCaYzYAK,False,,23866185,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T14:06:57.000+0000,False,False,005OH00000245RQYAY,2025-11-19T14:06:57.000+0000,005OH00000245RQYAY,2025-11-19T14:06:58.000+0000,005OH00000245RQYAY,2025-11-19T14:06:58.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCbN2YAK,False,,23868180,0035o000003H7GLAA0,0015o000003ubLaAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T14:55:46.000+0000,False,False,005OH00000245RQYAY,2025-11-19T14:55:46.000+0000,005OH00000245RQYAY,2025-11-19T14:55:47.000+0000,005OH00000245RQYAY,2025-11-19T14:55:47.000+0000,(514)701-7256,(514) 928-7256,robert@duquettesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCbN4YAK,False,,23868642,003OH00000Xfy8UYAR,001OH00000fyWLvYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:02:02.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T15:02:02.000+0000,005OH000007fgYjYAI,2025-11-19T15:02:02.000+0000,005OH000007fgYjYAI,2025-11-19T15:02:02.000+0000,(581)748-9715,,ousmane.coulibaly@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCdNDYA0,False,,23867225,0030A000007Hb3XQAS,0010A0000088sJOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T14:33:47.000+0000,False,False,0055o000002DK5fAAG,2025-11-19T14:33:47.000+0000,0055o000002DK5fAAG,2025-11-19T14:33:48.000+0000,0055o000002DK5fAAG,2025-11-19T14:33:48.000+0000,(905)812-1380,(905) 965-1207,sabrina.corker@edwardjones.com,(866)591-8140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCdrrYAC,False,,23866861,003OH000004QLo5YAG,0010A000002vtm6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"report provided 

**EMAIL*

Hi Carrie,

As mentioned in my previous email, please see below for your password-protected Excel file:
DASWU23A5U

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Carrie,

Please find the attached file of the requested 06262 Insurance and Wealth Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hello – this request had previously been sent on November 11th and the advisor has asked that it be expedited as he has a meeting today with a potential buyer for his book of business and requires his client listing

Santo Julien (Life code:: 06262; Fundserv code: 3147-10283


Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Carrie Lee <carrie.lee@qfscanada.com> 
Sent: November 19, 2025 8:23 AM
To: White, Shelly <Shelly.White@canadalife.com>
Subject: [EXT] RE: Client listing for advisor Santo Julien (Life code:: 06262; Fundserv code: 3147-10283)

Thanks Shelly. Not sure if this can be expedited as the advisor would like to sell his business and the client listings is required for a meeting with potential new advisor in an hour this morning. 💭 Your thoughts are as valuable as
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Thanks Shelly. Not sure if this can be expedited as the advisor would like to sell his business and the client listings is required for a meeting with potential new advisor in an hour this morning. 


💭 Your thoughts are as valuable as your time – let’s hear them! Take our quick survey here.
 
Thank you.
 
Carrie Lee
Wealth and Inforce Insurance Case Specialist
QFS
 
Feel like family™
200 Catherine Street, Suite 401, Ottawa, ON K2P 2K9
PH 613-902-5101 | F 613-902-4813
www.qfscanada.com


From: White, Shelly <Shelly.White@canadalife.com> 
Sent: November 17, 2025 10:26 AM
To: Carrie Lee <carrie.lee@qfscanada.com>
Subject: RE: Client listing for advisor Santo Julien (Life code:: 06262; Fundserv code: 3147-10283)

I have forwarded your email to the Team who handles these reports.


Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Carrie Lee <carrie.lee@qfscanada.com> 
Sent: November 17, 2025 10:21 AM
To: White, Shelly <Shelly.White@canadalife.com>
Subject: [EXT] FW: Client listing for advisor Santo Julien (Life code:: 06262; Fundserv code: 3147-10283)

Good morning Shelly, Following up on this. Can you please help expedite the following request of client listing? 💭 Your thoughts are as valuable as your time – let’s hear them! Take our quick survey here. Thank you. Carrie Lee Wealth

Good morning Shelly,

Following up on this. Can you please help expedite the following request of client listing? 


💭 Your thoughts are as valuable as your time – let’s hear them! Take our quick survey here.
 
Thank you.
 
Carrie Lee
Wealth and Inforce Insurance Case Specialist
QFS
 
Feel like family™
200 Catherine Street, Suite 401, Ottawa, ON K2P 2K9
PH 613-902-5101 | F 613-902-4813
https://link.edgepilot.com/s/08d20d65/reTyln-By02VcMwqBybBag?u=http://www.qfscanada.com/


From: Carrie Lee 
Sent: November 11, 2025 1:25 PM
To: Commissions, Canada Life <commissions@canadalife.com>; ISP Customer Care <isp_customer_care@canadalife.com>
Subject: FW: Client listing for advisor Santo Julien (Life code:: 06262; Fundserv code: 3147-10283)

Good afternoon insurance and investment team,

Can you please provide active client listings for insurance and investment for advisor Santo Julien (Life code:: 06262; Fundserv code: 3147-10283)?

💭 Your thoughts are as valuable as your time – let’s hear them! Take our quick survey here.
 
Thank you.
 
Carrie Lee
Wealth and Inforce Insurance Case Specialist
QFS
 
Feel like family™
200 Catherine Street, Suite 401, Ottawa, ON K2P 2K9
PH 613-902-5101 | F 613-902-4813
https://link.edgepilot.com/s/08d20d65/reTyln-By02VcMwqBybBag?u=http://www.qfscanada.com/


STATEMENT OF CONFIDENTIALITY 
The information contained in this email message and any attachments may be confidential and legally privileged and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.",True,2025-11-19T14:24:58.000+0000,False,False,005OH0000071DK9YAM,2025-11-19T14:24:58.000+0000,005OH0000071DK9YAM,2025-11-19T14:24:58.000+0000,005OH0000071DK9YAM,2025-11-19T14:24:58.000+0000,,,carrie.lee@qfscanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCgrKYAS,False,,23866598,0030A0000029c2zQAA,0010A000002w0s4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Illustration,Medium,"User is inquiring how he can put a 10 year plan in Illustration. User is receiving an error message ""Product errors"" 

Code: h5609
Email: jkim@pacins.ca

*************************************************
Good morning, John 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Illustration!
 
Please look at the attached PDF file, “Illustrating universal life insurance” specifically pages 4-6 displays the error message you were receiving. This is also a link that will provide information regarding Illustration that may help, https://www.acp.canadalife.com/more/technology/canada-life-illustrations-mgana.html.
In any case, it does appear that this is a product related error and so I suggest contacting your RSA, Jade Su at jade.su@canadalife.com.
 
If you have any questions or need further assistance, we’re here to help!

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T14:58:49.000+0000,False,False,005OH00000BG5v4YAD,2025-11-19T14:18:24.000+0000,005OH00000BG5v4YAD,2025-11-19T15:00:48.000+0000,005OH00000BG5v4YAD,2025-12-13T02:01:54.000+0000,(416)494-1268X416,,jkim@pacins.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCnb9YAC,False,,23867743,003OH00000M97gzYAB,001OH00000QurviYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Name: Sandra Cordova
Advisor or support staff: Advisor 
Advisor Code: P8140 primerica
Advisor Name: Sandra Cordova	
Phone: 	(647) 393-4265
Email: SANDRACORDOVA@PRIMERICA.COM		
1. Siebel verification: verified 
2. Last Login to Workspace: she noted last week. 
Issue: trying to login to advisor's workspace, advisor solutions. ERR-W1281.

FINDINGS: 
last login. she noted last week. sf  shows 11/5/2025 4:22 
NO mfa SETUP 
ONLY MGA PROFILE FOUND IN SF.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000007GG2FYAW%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000KLLpDYAX%26cntc%3D003OH00000KLLpDYAX%26id%3D005OH000007GG2FYAW

RESOLUTION: followed KB0020560  - verified she's using the correct link/email. and she noted she's advisor solutions association.  had her try another browser, same password. she types her password in each time. had her do a password re-set, nothing received. 

had her try to sign in as MGA and she was able to access/ helped her setup google authenticator and she was able to sign in. had her sign out /in again to test too.

SENT FOLLOW UP

--------------------------------------***DDS  11/19/2025***--------------------------
Hello Sandra,

Thank you for contacting Workspace Support today regarding not being able to sign into Workspace and receiving ERR-W1281.

It was my pleasure helping you sign into as MGA Workspace, we then setup the Google Authenticator and you were successfully signed in.

We tested this by having you sign out/in again. 

With regards to why your advisor code is under the MGA association, please reach out to your MGA or National Account leadership, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-19T15:18:54.000+0000,False,False,005OH00000AUS7aYAH,2025-11-19T14:45:21.000+0000,005OH00000AUS7aYAH,2025-11-19T15:22:25.000+0000,005OH00000AUS7aYAH,2025-11-19T15:22:25.000+0000,(647)393-4265,,sandracordova@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCpD4YAK,False,,23867334,003OH00000RiH5iYAF,001OH00000XgyT3YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Helped successfully register for WS as MGA. 
=====================
Hello Michael, 

Thank you for contacting Workspace Support. It was our pleasure in helping you successfully register for Workspace as an MGA user.

Your voice matters! Let us know what you thought about the quality of the service provided today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T14:50:46.000+0000,False,False,005OH00000BFQFGYA5,2025-11-19T14:36:48.000+0000,005OH00000BFQFGYA5,2025-11-19T14:50:46.000+0000,005OH00000BFQFGYA5,2025-11-19T14:50:46.000+0000,(343)308-2770,,michael.lutes@ecivda.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCpEhYAK,False,,23867469,0031600002KeCQxAAN,0015o00000864NzAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Inquiry,Low,Nadia was calling to find out who was named the beneficiary,True,2025-11-19T14:39:16.000+0000,False,False,005OH00000BfkOjYAJ,2025-11-19T14:39:16.000+0000,005OH00000BfkOjYAJ,2025-11-19T14:44:13.000+0000,005OH00000BfkOjYAJ,2025-11-19T14:44:13.000+0000,(613)599-4070,(613) 869-4455,nadiya@coulas.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfkOjYAJ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCprPYAS,False,,23868509,0030A0000062vxTQAQ,0010A000006nXD1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T14:59:20.000+0000,False,False,005OH000002N6huYAC,2025-11-19T14:59:20.000+0000,005OH000002N6huYAC,2025-11-19T14:59:20.000+0000,005OH000002N6huYAC,2025-11-19T14:59:20.000+0000,(438)821-9243,(438) 821-9243,ian.parent@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCrI5YAK,False,,23867295,003G000001LKSGwIAP,0010A000002wSWeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T14:35:42.000+0000,False,False,005OH000002N6huYAC,2025-11-19T14:35:42.000+0000,005OH000002N6huYAC,2025-11-19T14:35:43.000+0000,005OH000002N6huYAC,2025-11-19T14:35:43.000+0000,(418)476-4559,,ccharest@efinances.vip,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCvvGYAS,False,,23869798,0030A00000CTrtOQAT,0010A00000D4z1WQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:24:47.000+0000,False,False,005OH00000245ROYAY,2025-11-19T15:24:47.000+0000,005OH00000245ROYAY,2025-11-19T15:24:47.000+0000,005OH00000245ROYAY,2025-11-19T15:24:47.000+0000,(519)639-2183,,tara@tru-ii.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gCwePYAS,False,,23868762,003G0000018f6mpIAA,0010A000002wOoXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Pre-2017 product illustration issue - INC1862499,Medium,"****DDS****December 11, 2025

User's password for their PI was reset and he was able to sign in.

Authy questions
- Name, code, email, province license to sell
=====================================================================================

****DDS**** 11/19/2025
+13362571011 / (613) 741-5460 x223
Advisor : Chris Valentine
User Id: LL27438
RepNet iD: LL27438@llext
Email address: chris@onelifewealth.com
Phone number: 6137415460 ext 223



issue:  PRODUCT ILL, doesn't recognize password and possibly wrong version. error message ""there was a problem with your password or the version of illustrations your are trying to use"" User trying to view products pre-2017. User tried a reset password and were redirected to the advisor site but received message ""Advisor site is no longer available"". Escalated to 2nd level

===================================================================================

****Email Chain****

Hello Chris,

Thank you for taking my call.

I’m glad I was able to assist you with resetting the password for your Product Illustration software and signing in.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chris Valentine <chris@onelifewealth.com> 
Sent: December 11, 2025 10:03 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499

Chris Valentine MFA, DFA, DFA-P, RWM™ Master Financial Advisor OneLife Wealth Management 310 Hunt Club Road, Suite 301, Ottawa, Ontario, K1V 1C1 chris@ onelifewealth. com | Tel: 613-741-5460 ext 223 | TF: 1-800-869-6692 WEBSITE | LEGAL
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd

 








  
 		CHRIS VALENTINE MFA, DFA, DFA-P, RWM™
MASTER FINANCIAL ADVISOR 
ONELIFE WEALTH MANAGEMENT 
310 Hunt Club Road, Suite 301, Ottawa, Ontario, K1V 1C1
chris@onelifewealth.com | Tel: 613-741-5460 ext 223 | TF: 1-800-869-6692
WEBSITE | 
LEGAL |  
     


Portfolio Management services are provided by Quintessence (Q) Wealth. OneLife Wealth Management is an owner and Partner in the Q Wealth Partnership. Only individuals registered as Associate or Advising Representatives with Q Wealth may provide investment or trading advice.	 


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 10:53 AM
To: Chris Valentine <chris@onelifewealth.com>
Subject: RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499

Hello Chris,

Use this link to reset the password for your User ID (formerly RepNet): https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
 
View what's new on Workspace 
 
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 9:43 AM
To: Valentine, Chris <chris@onelifewealth.com>
Subject: RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499

Hello Chris,

I reached out 3 times at phone number 6137415460 ext 223 but received your voicemail.

To help you with this product illustration access issue, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chris Valentine <chris@onelifewealth.com> 
Sent: December 11, 2025 9:35 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499

Hi Samantha Are you available for our call? Thanks Chris Chris Valentine MFA, DFA, DFA-P, RWM™ Master Financial Advisor OneLife Wealth Management 310 Hunt Club Road, Suite 301, Ottawa, Ontario, K1V 1C1 chris@ onelifewealth. com | Tel: 613-741-5460

Hi Samantha

Are you available for our call?


Thanks
Chris

  
 		CHRIS VALENTINE MFA, DFA, DFA-P, RWM™
MASTER FINANCIAL ADVISOR 
ONELIFE WEALTH MANAGEMENT 
310 Hunt Club Road, Suite 301, Ottawa, Ontario, K1V 1C1
chris@onelifewealth.com | Tel: 613-741-5460 ext 223 | TF: 1-800-869-6692
WEBSITE | 
LEGAL |  
     


Portfolio Management services are provided by Quintessence (Q) Wealth. OneLife Wealth Management is an owner and Partner in the Q Wealth Partnership. Only individuals registered as Associate or Advising Representatives with Q Wealth may provide investment or trading advice.	 


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 11:24 AM
To: Chris Valentine <chris@onelifewealth.com>
Subject: RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499

Hello Chris,

I will reach out to you on Thursday, December 11, 2025 at 10:30am.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chris Valentine <chris@onelifewealth.com> 
Sent: November 26, 2025 9:56 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499

Samantha, I am away next week but would you have time Thursday Dec 11th, Friday Dec 12th, or Monday Dec 15th to go over this, 10;30 am on any of these days? This should work with my IT person as well. Thanks Chris Chris Valentine MFA, DFA, DFA-P,

Samantha,

I am away next week but would you have time Thursday Dec 11th, Friday Dec 12th, or Monday Dec 15th to go over this, 10;30 am on any of these days?

This should work with my IT person as well.


Thanks
Chris
 


  
 		CHRIS VALENTINE MFA, DFA, DFA-P, RWM™
MASTER FINANCIAL ADVISOR 
ONELIFE WEALTH MANAGEMENT 
310 Hunt Club Road, Suite 301, Ottawa, Ontario, K1V 1C1
chris@onelifewealth.com | Tel: 613-741-5460 ext 223 | TF: 1-800-869-6692
WEBSITE | 
LEGAL |  
     


Portfolio Management services are provided by Quintessence (Q) Wealth. OneLife Wealth Management is an owner and Partner in the Q Wealth Partnership. Only individuals registered as Associate or Advising Representatives with Q Wealth may provide investment or trading advice.	 


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 10:32 AM
To: Chris Valentine <chris@onelifewealth.com>
Subject: RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499

Hello Chris,

Thank you for taking my call.

We were able to download the updated version of the product Illustration software. However, your firewall is blocking you from completing the setup.

On the call you mentioned that you want to have someone from your IT department join our meeting. I would be happy to give you another call. Please provide 3 dates and times that are convenient to both of you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 9:14 AM
To: Valentine, Chris <chris@onelifewealth.com>
Subject: RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499

Hello Chris,

Use this link to download the Product Illustration software https://www.acp.canadalife.com/secure/more-adsl/technology/software-downloads.html

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Chris Valentine <chris@onelifewealth.com> 
Sent: November 24, 2025 4:25 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499

Great. Thank you. Chris Valentine MFA, DFA, DFA-P, RWM™ Master Financial Advisor OneLife Wealth Management 310 Hunt Club Road, Suite 301, Ottawa, Ontario, K1V 1C1 chris@ onelifewealth. com | Tel: 613-741-5460 ext 223 | TF: 1-800-869-6692

Great.  Thank you. 

  
 		CHRIS VALENTINE MFA, DFA, DFA-P, RWM™
MASTER FINANCIAL ADVISOR 
ONELIFE WEALTH MANAGEMENT 
310 Hunt Club Road, Suite 301, Ottawa, Ontario, K1V 1C1
chris@onelifewealth.com | Tel: 613-741-5460 ext 223 | TF: 1-800-869-6692
WEBSITE | 
LEGAL |  
     


Portfolio Management services are provided by Quintessence (Q) Wealth. OneLife Wealth Management is an owner and Partner in the Q Wealth Partnership. Only individuals registered as Associate or Advising Representatives with Q Wealth may provide investment or trading advice.	 


________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Monday, November 24, 2025 5:19:05 PM
To: Chris Valentine <chris@onelifewealth.com>
Subject: RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499 
 
Hello Chris,
 
I will reach out to you on Wednesday, November 26, 2025 at 10am to assist with your product Illustration issue.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Chris Valentine <chris@onelifewealth.com> 
Sent: November 24, 2025 4:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499
 
How about 10 am Wednesday? My number below is best 613 741 5460 x 223 I appreciate this! Chris Chris Valentine MFA, DFA, DFA-P, RWM™ Master Financial Advisor OneLife Wealth Management 310 Hunt Club Road, Suite 301, Ottawa, Ontario, K1V
How about 10 am Wednesday?
My number below is best 
613 741 5460 x 223
 
I appreciate this!
 
Chris
 
  
 		CHRIS VALENTINE MFA, DFA, DFA-P, RWM™
MASTER FINANCIAL ADVISOR 
ONELIFE WEALTH MANAGEMENT 
310 Hunt Club Road, Suite 301, Ottawa, Ontario, K1V 1C1
chris@onelifewealth.com | Tel: 613-741-5460 ext 223 | TF: 1-800-869-6692
WEBSITE | 
LEGAL |  
     

 

 
Portfolio Management services are provided by Quintessence (Q) Wealth. OneLife Wealth Management is an owner and Partner in the Q Wealth Partnership. Only individuals registered as Associate or Advising Representatives with Q Wealth may provide investment or trading advice.	 

 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Monday, November 24, 2025 5:01:21 PM
To: Chris Valentine <chris@onelifewealth.com>
Cc: Donvito, Gillian <Gillian.Donvito@canadalife.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Subject: RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499 
 
Hello Chris,
 
What time on Wednesday would you like us to reach out to you? What is the best phone number to contact you on?
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Chris Valentine <chris@onelifewealth.com> 
Sent: November 24, 2025 3:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Donvito, Gillian <Gillian.Donvito@canadalife.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Subject: [EXT] Re: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499
 
Samantha I have always been able to access the software. As I said from the beginning, I get an error message that either your login password is not recognized, or you might not have the updated version. Can you call me Wednesday am to go over
Samantha 
I have always been able to access the software.  As I said from the beginning, I get an error message that either your login password is not recognized, or you might not have the updated version.  
Can you call me Wednesday am to go over this?
 
 
Chris
 
  
 		CHRIS VALENTINE MFA, DFA, DFA-P, RWM™
MASTER FINANCIAL ADVISOR 
ONELIFE WEALTH MANAGEMENT 
310 Hunt Club Road, Suite 301, Ottawa, Ontario, K1V 1C1
chris@onelifewealth.com | Tel: 613-741-5460 ext 223 | TF: 1-800-869-6692
WEBSITE | 
LEGAL |  
     

 

 
Portfolio Management services are provided by Quintessence (Q) Wealth. OneLife Wealth Management is an owner and Partner in the Q Wealth Partnership. Only individuals registered as Associate or Advising Representatives with Q Wealth may provide investment or trading advice.	 

 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Monday, November 24, 2025 4:13:57 PM
To: Chris Valentine <chris@onelifewealth.com>
Cc: Donvito, Gillian <Gillian.Donvito@canadalife.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Subject: RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue - INC1862499 
 
Hello Chris,
 
You should be able to access the Product Illustration software. Please let me know if you need additional support with resetting your password and I will reach out at a date and time that is convenient to you.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: November 24, 2025 12:10 PM
To: Valentine, Chris <chris@onelifewealth.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Donvito, Gillian <Gillian.Donvito@canadalife.com>
Subject: RE: INC1862499 - RE: ****Case 23868762**** - Product Illustration Access Issue
 
You’re welcome Chris.
 
Thank you,
Salma
 
Salma Yarow
Regional Sales Associate,
Insurance Distribution",True,2025-11-19T15:27:14.000+0000,False,False,005OH000002iN7pYAE,2025-11-19T15:04:26.000+0000,005OH00000BFQFHYA5,2025-12-11T16:14:50.000+0000,005OH000002iN7pYAE,2025-12-13T02:01:54.000+0000,(613)741-5460,(613) 240-4650,chris@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gD0oPYAS,False,,23868047,0030A000001XiydQAC,0010A000002wNHPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T14:52:23.000+0000,False,False,005OH0000030c5BYAQ,2025-11-19T14:52:23.000+0000,005OH0000030c5BYAQ,2025-11-19T14:52:24.000+0000,005OH0000030c5BYAQ,2025-11-19T14:52:24.000+0000,(613)312-7763,(613) 312-7763,ruthann@rhowefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gD2e4YAC,False,,23868229,0030A0000029UqUQAU,0010A000002vutnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"MCI_Menjivar, Pedro_McKenna, Matthew_15Oct2025_2025-4057_23868229",Medium,Client alleging they were told they could not consolidate debt on mortgage (RE: CL Mortgage Loan 530-125956620-0),True,2025-12-16T13:29:42.000+0000,False,False,005OH00000AuREHYA3,2025-11-19T14:55:48.000+0000,0050A000001i2a9QAA,2025-12-16T13:29:42.000+0000,005OH00000AuREHYA3,2025-12-16T13:29:42.000+0000,(506)631-3173,,matthew.mckenna@scotiawealth.com,(506)636-6812,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuREHYA3,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gD338YAC,False,,23868583,003OH00000XXLVoYAP,001OH00000fjWPHYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:01:00.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T15:01:00.000+0000,005OH000007fgYjYAI,2025-11-19T15:01:00.000+0000,005OH000007fgYjYAI,2025-11-19T15:01:00.000+0000,(514)222-0634,,craymond@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gD3RMYA0,False,,23868672,003OH00000XTCKbYAP,001OH00000feEj1YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:02:46.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T15:02:46.000+0000,005OH000007fgYjYAI,2025-11-19T15:02:47.000+0000,005OH000007fgYjYAI,2025-11-19T15:02:47.000+0000,(514)803-8860,,bei.shan@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gD4GxYAK,False,,23868828,003G0000018f6o2IAA,0010A000002wOpmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application,Medium,"*** DDS 19NOV2025 ***
confirmed agent needs to re-send link and make sure client is entering expected data
----------------------------

ink needs to be sent back for simple protect application as the clint enter an incorrect postal code. Referred to Assist Jennifer to send the link following KB0021645
========================

Hi Doug,

Thank you for contacting the workspace support about a request for the link to be resent regarding a simple protect application as the client did enter an incorrect postal code.

We have successfully requested for the link to be sent back to you and should be able to get the needed info from the Summary section.

Thank you so much for your time and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com

----------------------------

Hello Douglas,

I am reaching out from Workspace Support regarding the Simple Protect email verification issue for application 60918247-4. We have investigated the issue, and you will need to cancel and re-send the link to the client from the summary page in Simple Protect by editing the client’s email to re-send it. Please ensure that the client is entering the expected data (Wright|L9M1Z3|02/12/1963) when they receive the link. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T15:23:47.000+0000,False,False,005OH000006wv2TYAQ,2025-11-19T15:05:37.000+0000,005OH00000BFPZHYA5,2025-11-19T15:38:23.000+0000,005OH000006wv2TYAQ,2025-11-19T15:38:23.000+0000,(705)728-2070,(705) 330-1964,doug@calowbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gD4P5YAK,False,,23870764,0030A0000029XWsQAM,0010A000002vx5AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:42:36.000+0000,False,False,0055o000002DK5fAAG,2025-11-19T15:42:36.000+0000,0055o000002DK5fAAG,2025-11-19T15:42:36.000+0000,0055o000002DK5fAAG,2025-11-19T15:42:36.000+0000,(705)806-7424X804,,pgarvey@sgrwealth.com,(705)243-0432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gD7mfYAC,False,,23868774,0030A0000029c2zQAA,0010A000002w0s4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1503,Medium,"User is receiving an error message when trying to sign into Workspace through Microsoft Edge. Did Logmein with user and they were able to successfully log in. (Refer to C23866598 - questions about illustration suggested contact RSA which was sent in follow up) 

Code: h5609
Email: jkim@pacins.ca

***************************************",True,2025-11-19T15:21:04.000+0000,False,False,005OH00000BG5v4YAD,2025-11-19T15:04:38.000+0000,005OH00000BG5v4YAD,2025-11-19T15:21:04.000+0000,005OH00000BG5v4YAD,2025-11-19T15:21:04.000+0000,(416)494-1268X416,,jkim@pacins.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gD9QHYA0,False,,23868907,003OH00000XXA7KYAX,001OH00000fjWPYYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:07:18.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T15:07:18.000+0000,005OH000007fgYjYAI,2025-11-19T15:07:18.000+0000,005OH000007fgYjYAI,2025-11-19T15:07:18.000+0000,(438)501-9821,,stefany444@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDAm9YAG,False,,23869012,0035o0000043QEFAA2,0015o000004eMK5AAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:09:21.000+0000,False,False,005OH00000245RQYAY,2025-11-19T15:09:21.000+0000,005OH00000245RQYAY,2025-11-19T15:09:22.000+0000,005OH00000245RQYAY,2025-11-19T15:09:22.000+0000,(418)654-1411,418-225-0420,olivier.caronlapierre@ig.ca,(418)654-1103,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDBogYAG,False,,23869112,0030A0000029VEhQAM,0010A000002vvCnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:11:20.000+0000,False,False,005OH00000245RQYAY,2025-11-19T15:11:20.000+0000,005OH00000245RQYAY,2025-11-19T15:11:20.000+0000,005OH00000245RQYAY,2025-11-19T15:11:20.000+0000,(418)834-0444,(418) 561-7975,michele.castonguay@ig.ca,(418)834-9296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDDFNYA4,False,,23869248,003OH00000Xfy5HYAR,001OH00000fyWLcYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:14:03.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T15:14:03.000+0000,005OH000007fgYjYAI,2025-11-19T15:14:03.000+0000,005OH000007fgYjYAI,2025-11-19T15:14:03.000+0000,(438)470-9104,,claudiap.rodriguezc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDDnFYAW,False,,23869289,0030A0000029fdxQAA,0010A000002w3mAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:14:38.000+0000,False,False,005OH00000245RQYAY,2025-11-19T15:14:38.000+0000,005OH00000245RQYAY,2025-11-19T15:14:38.000+0000,005OH00000245RQYAY,2025-11-19T15:14:38.000+0000,(418)627-4447,,francois.bulcao@sfl.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDGDIYA4,False,,23870211,003G0000018f7wYIAQ,0010A000002wQ2jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password on different devices not the same,Medium,"Name: MONICA BOON
Advisor or support staff: Advisor 
Advisor Code: F3704
Advisor Name: MONICA BOON	
Phone: (416) 518-2828
Email: mboon@breadthconsulting.com	
1. Siebel verification: verified
2. Last Login to Workspace: today
Issue: CAN LOGIN TO LAPTOP BUT NOT DESKTOP. 

FINDINGS:  PASSWORD ON THE LAPTOP IS SAVED AND SHE TYPES IT ON THE DESKTOP. 

RESOLUTION: advised her to re-set the password but she doesn't want to. DID LOG ME IN SESSION TO ASSIST.
she's using edge....guided her on the below and she was able to get her password and sign into her desktop. Had her sign out /in again to test.
To find saved passwords in Microsoft Edge, go to Settings and more (...) > Settings > Profiles > Passwords. Here, you will see a list of your saved passwords, which you can view by clicking the eye icon next to the entry, though you may need to enter your computer's login password to confirm your identity first. 

sent follow up
--------------------------------------***DDS  11/19/2025***--------------------------
Hello Monica, 

Thank you for contacting Workspace today.

As per our conversation your password for Workspace is saved on your laptop and you’re able to sign in however when trying to sign in on your desktop computer you’re unable to sign in.

You were not sure what the password is as what you were typing didn’t work. 

It was my pleasure helping you locate how to view your saved passwords in Microsoft Edge during our LogMeIn session. 

For future reference, here is steps on how to locate this.

To find saved passwords in Microsoft Edge, go to Settings and more (...) > Settings > Profiles > Passwords. Here, you will see a list of your saved passwords, which you can view by clicking the eye icon next to the entry, though you may need to enter your computer's login password to confirm your identity first.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-19T15:57:19.000+0000,False,False,005OH00000AUS7aYAH,2025-11-19T15:32:40.000+0000,005OH00000AUS7aYAH,2025-11-19T15:57:19.000+0000,005OH00000AUS7aYAH,2025-11-19T15:57:19.000+0000,(519)966-3400,(416) 518-2828,monica_boon@sympatico.ca,(519)739-1498,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDKiNYAW,False,,23873574,0030A0000029Y96QAE,0010A000002vxeoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Alert appearing in Quadrus is oversized and advisor unable to easily reach the ""close"" button. Must play with his own screen dynamics to completely see it. 
================================
Bonjour Patrick, 

Merci d'avoir contacté le support Workspace. 

Nous avons transmis le problème d'alerte de fenêtre violette surdimensionnée à notre équipe de support de deuxième niveau. 

Nous vous contacterons dès que nous aurons une solution.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Patrick Dubois DSF <patrick@dsf-dubois.ca> 
Sent: November 19, 2025 11:36 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] TR: affichage

De : Patrick Dubois DSF Envoyé : 19 novembre 2025 10: 32 À : quadrussystemsupport@ canadalife. com Objet : affichage Bonjour J ai ce souci dans le Ci, depuis 2jrs je dirais, votre message est trop gros , je dois le diminuer a affichage 50% pour
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ZjQcmQRYFpfptBannerEnd

De : Patrick Dubois DSF 
Envoyé : 19 novembre 2025 10:32
À : quadrussystemsupport@canadalife.com
Objet : affichage

Bonjour

J ai ce souci dans le Ci, depuis 2jrs je dirais, votre message est trop gros , je dois le diminuer a affichage 50% pour l’onglet fermer, ceci est illogique

 

Merci!

http://www.dsf-dubois.ca/
Tel.:450-314-1922
Sans frais 1-888-439-0707
Fax.:514-907-7603
 
SIMPLICITÉ/EFFICACITÉ
+25 ans déjà
Depuis 1996 / since 1996
+25 years already
 
 
https://lautorite.qc.ca/grand-public/registres/registre-des-entreprises-et-des-individus-autorises-a-exercer/
 
 
Patrick Dubois       
 
Conseiller en sécurité financière
Conseiller en assurances et rentes collectives
Représentant en investissement et de courtier en marché dispensé*
*‏Auprès de : Services d’investissement Quadrus ltée
 
 
Patrick Dubois
Courtier hypothécaire
Rattaché à l’Agence : Les Architectes Hypothécaires Inc.
https://maapp.ca/app/patrick-dubois/download 
  
 
584 terrasse Cyr
Laval, Québec
H7X 2H8
  
[Avis de confidentialité] Le contenu de ce message, incluant tout document joint, est confidentiel et s’adresse exclusivement à son destinataire. Si vous n’êtes pas ce destinataire, soyez avisé que la lecture de ce document, sa reproduction et sa distribution sont strictement interdites. En pareil cas, veuillez immédiatement aviser l’émetteur de l’erreur et détruire intégralement ce message. Prenez également note que le mode de transmission de ce message ne permet pas d’en garantir l’intégrité.
 
[Notice of confidentiality] The information contained in this e-mail and all attachments is confidential and is for the sole use of its intended recipient. If you are not the intended recipient, please note that it is strictly forbidden to read copy or distribute this document. If you receive this message in error, please notify the sender immediately and delete this message and all attachments from your system. Considering its mode of transmission, the integrity of this message cannot be guaranteed.",True,2026-02-04T19:40:03.000+0000,False,False,005OH00000BFQFGYA5,2025-11-19T16:31:38.000+0000,005OH00000BFQFGYA5,2026-02-04T19:40:03.000+0000,005OH00000BFQFGYA5,2026-02-04T19:40:03.000+0000,(450)314-1922,,patrick@dsf-dubois.ca,(514)907-7603,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDM91YAG,False,,23871504,0035o000006LjQsAAK,0015o000006qrdaAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:56:02.000+0000,False,False,005OH000003ds0PYAQ,2025-11-19T15:56:02.000+0000,005OH000003ds0PYAQ,2025-11-19T15:56:03.000+0000,005OH000003ds0PYAQ,2025-11-19T15:56:03.000+0000,(613)544-3558,,,(613)544-4398,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDMQkYAO,False,,23871353,0035o0000068aSuAAI,0015o000006h4OXAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:53:22.000+0000,False,False,005G0000002gxxjIAA,2025-11-19T15:53:22.000+0000,005G0000002gxxjIAA,2025-11-19T15:53:22.000+0000,005G0000002gxxjIAA,2025-11-19T15:53:22.000+0000,(819)566-0666,(438) 520-7271,mathieu.clerget@iggpp.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDOM6YAO,False,,23870445,0030A0000029Zs2QAE,0010A000002vz6HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:36:37.000+0000,False,False,005OH000004pk06YAA,2025-11-19T15:36:37.000+0000,005OH000004pk06YAA,2025-11-19T15:36:38.000+0000,005OH000004pk06YAA,2025-11-19T15:36:38.000+0000,(416)451-6133,,mark@cfswealth.ca,(866)410-2675,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDOQvYAO,False,,23870214,003G0000018f6gZIAQ,0010A000002wOgvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:32:42.000+0000,False,False,005OH00000245ROYAY,2025-11-19T15:32:42.000+0000,005OH00000245ROYAY,2025-11-19T15:32:42.000+0000,005OH00000245ROYAY,2025-11-19T15:32:42.000+0000,(519)336-0999,(226) 927-6325,arun@barillandcompany.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDOXPYA4,False,,23871056,0030A0000029WvYQAU,0010A000002vwavQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:47:59.000+0000,False,False,005OH0000084GETYA2,2025-11-19T15:47:59.000+0000,005OH0000084GETYA2,2025-11-19T15:48:00.000+0000,005OH0000084GETYA2,2025-11-19T15:48:00.000+0000,(905)896-9060,(416) 294-5897,burke.mudge@manulifesecurities.ca,(905)366-0990,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDRGqYAO,False,,23872863,003OH000007GqjTYAS,001OH000008yJ1cYAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Christina,

As mentioned in my previous email, please see below for your password-protected Excel file:
2W2LBCLNAH

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Christina,

Please find the attached file of the requested E9335 Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Meritrust Financial, Rachel Leung <services@meritrust.ca> 
Sent: November 14, 2025 11:23 AM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Meritrust Financial, Yuchen Wang <info@meritrust.ca>; Tiffany Su <admin@meritrust.ca>
Subject: [EXT] Please confirm - Inforce cases | Advisor: Christina Tse
Importance: High

Hi Team, According to the agent, she is participating in the year-end bonus program with Canada Life. Could you please confirm how many cases this agent currently has? Thank you. Best regards, Rachel Leung Executive Assistant Meritrust Financial
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ZjQcmQRYFpfptBannerEnd
Hi Team, 

According to the agent, she is participating in the year-end bonus program with Canada Life. Could you please confirm how many cases this agent currently has?


Thank you.
 
Best regards,
 
Rachel Leung
 
Executive Assistant
Meritrust Financial
210-3190 Steeles Ave E, Markham ON L3R 1G9
Head Office: 905.307.8999 I Fax: 905.307.8899
Office hour: Mon-Fri 9:30AM-5:30PM
www.meritrust.ca
 
 
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

If you wish to stop receiving further commercial emails from MERITRUST FINANCIAL GROUP INC., please reply to this email with the subject line ""Unsubscribe"" 
 
________________________________________
From: Christina tse <christina.meritrust@gmail.com>
Sent: Thursday, November 13, 2025 10:52 AM
To: Meritrust Financial, Rachel Leung <services@meritrust.ca>
Cc: Winnie Chow <winnieyh.chow@meritrust.ca>
Subject: Request to verify with Canada life 
 

Hi Rachel,

Could you please help me double-check how many Whole Life policies I have submitted with Canada Life this year?

I need a total of seven Whole Life policies to qualify for the bonus. Only next year will I receive the additional 25%. I already confirmed with Angel, and she told me that I only have six clients, so I might not be qualified yet.

But last week, I received an email from Canada Life saying that I have already qualified. If I actually haven’t reached the requirement, then I won’t receive any bonus at all and would have to start over.

Could you please verify this for me?
Thank you and have a great day 

Christina Tse


Get Outlook for iOS

Hi Rachel,

Thank you for your response.

Unfortunately, it appears you do not have third-party access (TPA) on file with Canada Life for the requested code. Please have the attached TPA form filled out by the appropriate party and submit it to Distribution_Methodology@canadalife.com to have your access information processed.

In the meantime, this information will be sent to the advisor shortly.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Meritrust Financial, Rachel Leung <services@meritrust.ca> 
Sent: November 19, 2025 10:24 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Client Listing Request /Case23869283

Hi Team, Christina Tse's agent code is E9335. Please provide the list asap as the agent wants the bonus. Thank you. Best regards, Rachel Leung Executive Assistant Meritrust Financial 210-3190 Steeles Ave E, Markham ON L3R 1G9 Head Office: 905. 307. 8999
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Team, 

Christina Tse's agent code is E9335.

Please provide the list asap as the agent wants the bonus. 

Thank you.
 
Best regards,
 
Rachel Leung
 
Executive Assistant
Meritrust Financial
210-3190 Steeles Ave E, Markham ON L3R 1G9
Head Office: 905.307.8999 I Fax: 905.307.8899
Office hour: Mon-Fri 9:30AM-5:30PM
www.meritrust.ca
 
 
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

If you wish to stop receiving further commercial emails from MERITRUST FINANCIAL GROUP INC., please reply to this email with the subject line ""Unsubscribe"" 
 
________________________________________
From: BusinessReporting <BusinessReporting@canadalife.com>
Sent: Wednesday, November 19, 2025 10:15 AM
To: Meritrust Financial, Rachel Leung <services@meritrust.ca>
Subject: Client Listing Request /Case23869283 
 
Good morning Rachel,
 
Our team received your request from CANINDSERV team for C. Tse Insurance Client Listings report. Could you please provide us to advisor code (ex. Canada Life/MGA) for us to look into?
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-19T16:20:01.000+0000,False,False,005OH0000071DK9YAM,2025-11-19T16:20:01.000+0000,005OH0000071DK9YAM,2025-11-19T16:20:02.000+0000,005OH0000071DK9YAM,2025-11-19T16:20:02.000+0000,(647)988-6999,(647) 401-6665,christina.meritrust@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDSntYAG,False,,23870611,0030A00000Bu4VEQAZ,0010A00000CUgy8QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:39:35.000+0000,False,False,0055o000002KxmIAAS,2025-11-19T15:39:35.000+0000,0055o000002KxmIAAS,2025-11-19T15:39:36.000+0000,0055o000002KxmIAAS,2025-11-19T15:39:36.000+0000,(519)650-8111X250,,paul.westaway@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDTtjYAG,False,,23872965,003G0000018f794IAA,0010A000002wPCNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't place an order in Investment centre,Medium,"Name: RAMEZ A BAWAB
Advisor or support staff: Advisor 
Advisor Code: F6369
Advisor Name: RAMEZ A BAWAB	
Phone: 
Email: ramez.bawab@summitwealth.ca	and ramez@rbawabinsurance.ca
1. Siebel verification: partial he provided another phone#
2. Last Login to Workspace: 
Issue: investment centre to place an order for client. no option to place an order/order xpress. 

FINDINGS: KB0023327
SAYS TO ESCALATE - Assign incident to Indiv Cust Tech - WS-Dealership

DID LOG ME IN SESSION:
captured the screenshot as per kb/attached to this ticket
session is BSRVPxDZN
TIME: 11:42

RESOLUTION: called assist desk, spoke to Jason. says it would need to be escalate but to try clear cookies and cache. if not send the email to Workspace Service Leaders” mailbox as it can't be fixed on a call.
cleared the cookies/cached on chrome. and now the task menu appeared AND he was able to enter new order. 

sent follow up
--------------------------------------***DDS  11/19/2025***--------------------------
Hello Ramez,

Thank you for contacting Workspace Support today regarding not being able to place an order for your client in Investment Centre (order xpress), the option was missing.

During our log me in session we cleared your cookies and cache in the Google Chrome browser, signed in again and you were able to place an order as the task menu appeared once again. 

If you ever have this issue again, here are the steps to clear your cookies/cache.

1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Clear Data’ to complete

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-19T17:04:48.000+0000,False,False,005OH00000AUS7aYAH,2025-11-19T16:21:34.000+0000,005OH00000AUS7aYAH,2025-11-19T17:06:35.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:47.000+0000,(905)475-0122X255,(647) 893-4444,ramez.bawab@summitwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDVIoYAO,False,,23873854,0031600002YzYlBAAV,0010A000002wOFeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:35:31.000+0000,False,False,0055o000002KxaMAAS,2025-11-19T16:35:31.000+0000,0055o000002KxaMAAS,2025-11-19T16:35:31.000+0000,0055o000002KxaMAAS,2025-11-19T16:35:31.000+0000,(403)966-4478,(403) 966-4478,peter.rowe@hitsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDXu2YAG,False,,23871338,003G0000018f77lIAA,0010A000002wPB5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:53:09.000+0000,False,False,005OH000002N6huYAC,2025-11-19T15:53:09.000+0000,005OH000002N6huYAC,2025-11-19T15:53:09.000+0000,005OH000002N6huYAC,2025-11-19T15:53:09.000+0000,(450)390-3662,(514) 452-5925,francois@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDXyrYAG,False,,23871101,0030A0000029ngUQAQ,0010A000002wAWKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:48:44.000+0000,False,False,0050A000000WjqvQAC,2025-11-19T15:48:44.000+0000,0050A000000WjqvQAC,2025-11-19T15:48:44.000+0000,0050A000000WjqvQAC,2025-11-19T15:48:44.000+0000,(613)224-8344,(613) 799-7641,mitch.lemaire@timeandmoney.ca,(613)225-2685,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDYYLYA4,False,,23871145,0030A000002bjYPQAY,0010A000003Mp9HQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:49:23.000+0000,False,False,005OH000003ds0PYAQ,2025-11-19T15:49:23.000+0000,005OH000003ds0PYAQ,2025-11-19T15:49:23.000+0000,005OH000003ds0PYAQ,2025-11-19T15:49:23.000+0000,(905)626-1094,,peterhones@gmail.com,(905)665-7462,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDZClYAO,False,,23872715,0030A000005f2PDQAY,0010A000006P8NHQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:17:44.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T16:17:44.000+0000,005OH000007fgYjYAI,2025-11-19T16:17:44.000+0000,005OH000007fgYjYAI,2025-11-19T16:17:44.000+0000,(450)424-3555,,martin.labelle@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDZJ7YAO,False,,23871236,003G0000018f77lIAA,0010A000002wPB5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T15:51:05.000+0000,False,False,005OH000002N6huYAC,2025-11-19T15:51:05.000+0000,005OH000002N6huYAC,2025-11-19T15:51:06.000+0000,005OH000002N6huYAC,2025-11-19T15:51:06.000+0000,(450)390-3662,(514) 452-5925,francois@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDZkeYAG,False,,23874341,003G0000018f6YlIAI,0010A000002wOVqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to update saved passwords and GIR,Medium,"****DDS**** 11/19/2025
User needed help updating saved passwords on browers for workspace and how to access GIR for under age clients. Did a logmein session and did a walk through of how to update password and referred to RSA for the GIR inquiry.


****email chain***

Hello Stephen,

        Thank you for contacting workspace support, it was a pleasure assisting you today. I will be providing you a walk though on how to update your saved passwords in the google chrome browser below. In regards to the GIR for underage applicant, you will have to reach out to your RSA Janet De Bruijn by email or phone at (403) 663-2507, janet.debruijn@canadalife.com. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

Steps for password update: Step 1: select the 3 vertical dots right below the “X” to close the page 
                                                          Step 2: Select the password and auto fill
                                                          Step 3: Select the site you would like to update password for
                                                          Step 4: Select edit, and put in new password
                                                          Step 5: Click save and you are done. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T17:30:15.000+0000,False,False,005OH00000BFQFHYA5,2025-11-19T16:44:18.000+0000,005OH00000BFQFHYA5,2025-11-19T17:30:16.000+0000,005OH00000BFQFHYA5,2025-11-19T17:30:16.000+0000,(403)261-8770,(403) 870-6051,spascal@pfoi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDbBFYA0,False,,23871388,0030A0000096MYPQA2,0010A00000A3Z3mQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User was trying to register for Workspace but ended up locking there UserID. Assisted user to reset User ID with temporary password and reset the password. Assisted user to register for Workspace account and set up MFA

Email: ATzamarias@APATfinancial.onmicrosoft.com
D0700

***********************************
Good morning, Alexandros

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registering for Workspace!
 
I'm glad I was able to assist you with unlocking/ resetting your User ID password (formerly known as RepNet). Once we were able to unlock your account, you were able to register for Workspace. As a reminder, every time you log into Workspace it will now request a confirmation through the Google Authenticator on your mobile device. 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T16:15:03.000+0000,False,False,005OH00000BG5v4YAD,2025-11-19T15:53:54.000+0000,005OH00000BG5v4YAD,2025-11-19T16:16:57.000+0000,005OH00000BG5v4YAD,2025-11-19T16:16:57.000+0000,(514)588-4668,,atzamarias@apatfinancial.onmicrosoft.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDc4BYAS,False,,23874562,003OH00000PqsPQYAZ,001OH00000VSOdaYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:47:33.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T16:47:33.000+0000,005OH000007fgYjYAI,2025-11-19T16:47:33.000+0000,005OH000007fgYjYAI,2025-11-19T16:47:33.000+0000,(450)779-2626,,kbeauregard@dbaservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDdLAYA0,False,,23872654,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-11-19T16:19:50.000+0000,False,False,005OH000006uyEBYAY,2025-11-19T16:16:46.000+0000,005OH000006uyEBYAY,2025-11-19T16:19:50.000+0000,005OH000006uyEBYAY,2025-11-19T16:19:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDe9BYAS,False,,23873053,0030A000001XjbmQAC,0010A000002wNIuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:22:53.000+0000,False,False,005OH000002N6huYAC,2025-11-19T16:22:53.000+0000,005OH000002N6huYAC,2025-11-19T16:22:54.000+0000,005OH000002N6huYAC,2025-11-19T16:22:54.000+0000,(514)931-4242,(514) 655-8069,sd@servicesfinanciersops.ca,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDep3YAC,False,,23871723,0030A0000029WtUQAU,0010A000002vwYmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Inquiry,Low,,True,2025-11-19T15:59:54.000+0000,False,False,005OH00000BfkOjYAJ,2025-11-19T15:59:54.000+0000,005OH00000BfkOjYAJ,2025-11-19T15:59:54.000+0000,005OH00000BfkOjYAJ,2025-11-19T15:59:54.000+0000,(613)730-5353,,hfinancial.01@gmail.com,(613)730-5656,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfkOjYAJ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDgsTYAS,False,,23871894,0030A0000029fqZQAQ,0010A000002w3vdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:03:25.000+0000,False,False,005OH0000030c5BYAQ,2025-11-19T16:03:25.000+0000,005OH0000030c5BYAQ,2025-11-19T16:03:26.000+0000,005OH0000030c5BYAQ,2025-11-19T16:03:26.000+0000,(905)805-0817,,ben.holyday@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDhAJYA0,False,,23873804,0030A0000029hvlQAA,0010A000002w5ijQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace email address change,Medium,"*** DDS Nov 19th, 2025 ***
Associate wanted to update address for advisor account. Authenticated advisor then updated email address for Workspace. Included next steps in email
============
Bonjour,

C’était un plaisir de vous avoir au téléphone avec Annie pour pouvoir mettre à jour son adresse courriel liée à son compte Espace Affaire.

Durant notre appel j’ai mis à jour son adresse email pour se connecter à son compte Espace Affaires. Si elle ne se souvient plus de son mot de passe, elle peut le réinitialiser en cliquant sur « Mot de passe oublié ? » :

 

Elle devra ensuite installer une application Authentificateur sur son téléphone, comme Microsoft Authenticator par exemple, pour vérifier son identité à chaque accès au compte.

Si vous avez d’autres questions ou si elle a besoin d’aide pour ces étapes, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-19T16:49:24.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-19T16:34:46.000+0000,005OH00000AbJ7aYAF,2025-11-19T16:51:38.000+0000,005OH00000AbJ7aYAF,2025-11-19T16:51:38.000+0000,(418)628-5600X3440,,agauthier@cflebourgneuf.com,(418)628-8937,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDiawYAC,False,,23872619,003OH00000SCZGRYA5,001OH00000YKM92YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:16:15.000+0000,False,False,005OH000003ds0PYAQ,2025-11-19T16:16:15.000+0000,005OH000003ds0PYAQ,2025-11-19T16:16:16.000+0000,005OH000003ds0PYAQ,2025-11-19T16:16:16.000+0000,(905)462-6989,,lynn@turnstonewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDko1YAC,False,,23872220,0035o000006Z3xMAAS,0015o0000075SC8AAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:09:22.000+0000,False,False,005OH000003ds0PYAQ,2025-11-19T16:09:22.000+0000,005OH000003ds0PYAQ,2025-11-19T16:09:22.000+0000,005OH000003ds0PYAQ,2025-11-19T16:09:22.000+0000,(705)735-2409,,peter_royster@cooperators.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDm9tYAC,False,,23872352,0030A00000AwKrAQAV,0010A00000BWhzbQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:11:30.000+0000,False,False,005OH000003ds0PYAQ,2025-11-19T16:11:30.000+0000,005OH000003ds0PYAQ,2025-11-19T16:11:30.000+0000,005OH000003ds0PYAQ,2025-11-19T16:11:30.000+0000,(705)949-5000,,philip.virene@nbpcd.com,(705)949-8081,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDmBcYAK,False,,23875869,0030A0000029c4zQAA,0010A000002w0tkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:07:17.000+0000,False,False,005OH000006owoYYAQ,2025-11-19T17:07:17.000+0000,005OH000006owoYYAQ,2025-11-19T17:07:17.000+0000,005OH000006owoYYAQ,2025-11-19T17:07:17.000+0000,(306)873-3299,,kph@sasktel.net,(306)873-5543,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDn62YAC,False,,23875460,0030A0000029lhvQAA,0010A000002w8oUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:01:04.000+0000,False,False,0050A000000WjqvQAC,2025-11-19T17:01:04.000+0000,0050A000000WjqvQAC,2025-11-19T17:01:05.000+0000,0050A000000WjqvQAC,2025-11-19T17:01:05.000+0000,(613)398-1394,,wendy@kellarfinancial.com,(613)398-1608,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDnp7YAC,False,,23872506,003OH00000Xwd7jYAB,001OH00000gUuSHYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:14:15.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T16:14:15.000+0000,005OH000007fgYjYAI,2025-11-19T16:14:15.000+0000,005OH000007fgYjYAI,2025-11-19T16:14:15.000+0000,(450)659-2478X248,,marriam.mansour@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDozoYAC,False,,23875525,0030A0000029cmyQAA,0010A000002w1P7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:02:13.000+0000,False,False,005OH000004oiYEYAY,2025-11-19T17:02:13.000+0000,005OH000004oiYEYAY,2025-11-19T17:02:14.000+0000,005OH000004oiYEYAY,2025-11-19T17:02:14.000+0000,(519)982-5997,,lionelcampeau@gmail.com,(519)972-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDpirYAC,False,,23872670,003G0000018f6fHIAQ,0010A000002wOdJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:16:58.000+0000,False,False,005G0000002gxxjIAA,2025-11-19T16:16:58.000+0000,005G0000002gxxjIAA,2025-11-19T16:16:58.000+0000,005G0000002gxxjIAA,2025-11-19T16:16:58.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDq5TYAS,False,,23873680,0030A0000029fvMQAQ,0010A000002w3zmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"****DDS*** 11/18/2025
Asa called to disconnect MFA from Advisor workspace, advised i can only do that with the advisor on the line. Authenticated advisor and set up connection again. 

****email chain****
Hello Brian and Katie, 

Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T16:41:11.000+0000,False,False,005OH00000BFQFHYA5,2025-11-19T16:33:00.000+0000,005OH00000BFQFHYA5,2025-11-19T16:41:11.000+0000,005OH00000BFQFHYA5,2025-11-19T16:41:11.000+0000,(204)925-1250X15,,brian@doheny.ca,(204)925-1259,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDs5gYAC,False,,23875002,0030A0000029i1KQAQ,0010A000002w5njQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Password reset - WS 
=============================
Hello Andre, 

Thank you for contacting Workspace Support. It was a pleasure in being able to help you reset your password and gain access to your Workspace account. 

Your voice matters. Let us know what you thought about the quality of the service today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T18:14:14.000+0000,False,False,005OH00000BFQFGYA5,2025-11-19T16:53:49.000+0000,005OH00000BFQFGYA5,2025-11-19T18:24:58.000+0000,005OH00000BFQFGYA5,2025-11-19T18:24:58.000+0000,(514)917-7863,,a.paquin@provieassurances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDsAVYA0,False,,23875613,0030A0000029gFSQAY,0010A000002vurVQAQ,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 19 2025

Bonjour Vanessa,

Je voulais vous informer que nous étions capables de parler avec l’équipe de Contracts et licences et ils ont mis à jour votre courriel dans nos systèmes. Après avoir valider votre accès, notre équipe a créé la liste de clients d’Eduardo.

Veuillez voir le document attaché avec l’information que nous avons trouvée. Un courriel avec le mot de passe sera envoyé après ce courriel.

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊  Wealth support (swoogo.com) 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Salut Vanessa, 

Veuillez voir le mot de passe pour le document Excel envoyé: 

 2Y3SBM5B
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T17:03:31.000+0000,False,False,005OH000002iN7rYAE,2025-11-19T17:03:31.000+0000,005OH000002iN7rYAE,2025-11-19T17:03:31.000+0000,005OH000002iN7rYAE,2025-11-19T17:03:31.000+0000,(450)650-2151X103,,vbeaulieu@idcwin.ca,(450)650-2152,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gDxDPYA0,False,,23874084,003G0000018f7ykIAA,0010A000002wQ4hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing request/follow up,Medium,"updated report provided

**EMAIL**

Hi Mike,

As mentioned in my previous email, please see below for your password-protected Excel file:
QEMPSHJ9US

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Mike,

Please find the attached file W1332 Client Listings report. A separate Password Email will follow to access this password-protected file.

Book of Business reporting was recently updated and a new version of the report at a fund level is attached.  You will notice some differences between the report you received in May compared to the report you see today. Our reporting platform was modernized earlier this year and there are some differences with formatting.  We also removed some client personal information (address) in accordance with Canadian Privacy Laws and Data Governance policies. You will need to obtain those details from your records (Workspace, files, FundServ, or Investment Centre).


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Everyone,

I have done some updates to both Wealth BoB reports.  Can you please send CO2 to the advisor below. With the following wording in the body of the email.

Book of Business reporting was recently updated and a new version of the report at a fund level is attached.  You will notice some differences between the report you received in May compared to the report you see today. Our reporting platform was modernized earlier this year and there are some differences with formatting.  We also removed some client personal information (address) in accordance with Canadian Privacy Laws and Data Governance policies. You will need to obtain those details from your records (Workspace, files, FundServ, or Investment Centre).

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 13, 2025 4:40 PM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Thanks Colleen, I fully understand, I confirmed we (ops) no longer had access to any of these reports, and I would send the feedback to your team.  Would you mind engaging the advisor office directly and working with them.  I would prefer not to be the middleman in this. 

Thank you, take care. 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Rowland, Colleen <Colleen.Rowland@canadalife.com> 
Sent: November 13, 2025 4:34 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>; Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: AUM (on behalf of Mike Shawn) /Case23591644

Hi Julie, 

I am the owner and designer of the new Book of Business reporting.  Client personal information (Full date of birth, address information, etc.,) has been removed from the book of business reporting to comply with Canadian Privacy Laws. We have limited the amount of personal information in compliance with these laws and data governance policies.

The risk of data breach is too high to be transmitting such large amounts of client personal information via email.  The old versions should not be provided to advisors anymore.

We can provide the advisor with the fund level Wealth report, which contains quite a bit more policy details.  The old Cognos book of business reports does not comply with data governance and privacy policies.  (they are old and were built before that time). We are asking all users to discontinue sending these.  

Thanks! 

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: November 13, 2025 4:09 PM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: FW: AUM (on behalf of Mike Shawn) /Case23591644



From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 13, 2025 11:17 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: AUM (on behalf of Mike Shawn) /Case23591644

Hello 
The advisor has attached a report that was sent in May 2025 and are asking if we can match it? 

Thank you 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Tracy White <tracy@entrustfs.ca> 
Sent: November 13, 2025 10:28 AM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: [EXT] FW: AUM (on behalf of Mike Shawn) /Case23591644

Good morning Julie, Mike received the attached report, as per the first attachment however it is different then the one you sent us in May. Are you able to send us one like the second attachment which as you will notice includes all his mutual
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Julie,

Mike received the attached report, as per the first attachment however it is different then the one you sent us in May.  Are you able to send us one like the second attachment which as you will notice includes all his mutual fund and seg fund business as well as any clients who hold a DSC fund(s)?

Please let us know.

Thank you!

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Tracy White 
Sent: November 12, 2025 1:36 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Ok great, thank you Julie!  Do you have any idea when Mike can expect to receive the report (just curious)?

Thanks again 😊

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 12, 2025 1:33 PM
To: Tracy White <tracy@entrustfs.ca>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

You are right, the code was W1332 and the email.  I will contact Contracts to update the email. 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Tracy White <tracy@entrustfs.ca> 
Sent: November 12, 2025 2:31 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: [EXT] RE: AUM (on behalf of Mike Shawn) /Case23591644

Hi Julie, Is the other code either 090380 or W1332 under Advisor Solutions and does his email show as mike@ entrustfinancialservices. ca? Either way, his email address should be mike@ entrustfs. ca for everything as we had shortened our domain a

Hi Julie,

Is the other code either 090380 or W1332 under Advisor Solutions and does his email show as mike@entrustfinancialservices.ca?  Either way, his email address should be mike@entrustfs.ca for everything as we had shortened our domain a little while ago.

I will let Mike know the AUM report is being sent to him.

Thank you!

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 12, 2025 1:25 PM
To: Tracy White <tracy@entrustfs.ca>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Thank you, Tracy, I got the bottom of this and it looks like Mike also had a code under GWL and the email address differs from the one I provided them.  The information was conflicting. Should we be updating the email address for both? 

They are sending the request to the advisor’s email but wanted to ensure we will not have this issue arise again. 

Thank you

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Tracy White <tracy@entrustfs.ca> 
Sent: November 12, 2025 9:54 AM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: [EXT] RE: AUM (on behalf of Mike Shawn) /Case23591644

Good morning Julie, That’s strange, however his one and only active code is A3065. Let me know if you need anything else. Thank you! Tracy White Marketing Assistant Entrust Financial Services Quadrus Investment Services Ltd. From: Shearing,

Good morning Julie,

That’s strange, however his one and only active code is A3065.

Let me know if you need anything else.

Thank you!

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 12, 2025 8:50 AM
To: Tracy White <tracy@entrustfs.ca>
Subject: FW: AUM (on behalf of Mike Shawn) /Case23591644

Hi Tracy 
There seems to be an issue with Mike’s contract number.  It is not showing active. 
Can you provide me the active codes or if we are currently moving codes? 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 11, 2025 4:51 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Good afternoon Julie,

Unfortunately, it appears Michael Shawn’s contact is not up-to-date on file with Canada Life (Direct and Indirect Channel) to receive the requested information. Please have the advisor reach out to Contracts&Compensation@canadalife.com to have the information updated for us to fulfil this request.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.





From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: October 31, 2025 11:21 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: AUM (on behalf of Mike Shawn)

Hello
The advisor has requested a B101A report to be sent to their email. 
Thank you, have a great day. 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Tracy White 
Sent: October 30, 2025 4:20 PM
To: Shearing, Julie 
Subject: [EXT] AUM (on behalf of Mike Shawn)

Good afternoon Julie, We hope you are doing well! Mike asked me to reach out to you to request a current report number B101a, as per below. Thank you and take care 😊 Tracy White Marketing Assistant Entrust Financial Services Quadrus

Good afternoon Julie,

We hope you are doing well!

Mike asked me to reach out to you to request a current report number B101a, as per below.

Thank you and take care 😊

Tracy White 
Marketing Assistant
 
Entrust Financial Services
Quadrus Investment Services Ltd.
Suite 206, 1615 St. Mary's Rd, Winnipeg, MB, R2M 3W8
P (204) 272-9670 / F (204) 272-9679 / TF (800) 988-7994

 Please consider the Environment before printing this E-Mail

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: May 21, 2025 8:30 AM
To: Mike Shawn <mike@entrustfs.ca>
Cc: Tracy White <tracy@entrustfs.ca>
Subject: RE: AUM

Good morning
Thank you again, I have figured out how to add it. My apologies, I thought I had but there was a user error and I needed help from a younger techy human, haha

Have a fantastic day. 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Mike Shawn <mike@entrustfs.ca> 
Sent: May 20, 2025 4:57 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Cc: White, Tracy <tracy@entrustfs.ca>
Subject: [EXT] RE: AUM

Good afternoon Julie, I hope you enjoyed your long weekend. It’s my pleasure! Just a reminder to add the Tims card to your app. If you wouldn’t mind just sending me a reply to confirm that you transferred it. Thanks, Mike Shawn B. Comm (Hons),

Good afternoon Julie,

I hope you enjoyed your long weekend.

It’s my pleasure! Just a reminder to add the Tims card to your app.

If you wouldn’t mind just sending me a reply to confirm that you transferred it.

Thanks,

Mike Shawn B. Comm (Hons), CFP
Certified Financial Planner  
Investment & Insurance Advisor
 
Entrust Financial Services
Quadrus Investment Services Ltd.

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: May 16, 2025 1:54 PM
To: Mike Shawn <mike@entrustfs.ca>
Cc: Tracy White <tracy@entrustfs.ca>
Subject: RE: AUM

Hi Mike

Thank you, that was very thoughtful of you. 

The report number is B101a. You can engage our wealth reporting team directly, or you can always contact me. 

Have a lovely long weekend. 


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Mike Shawn <mike@entrustfs.ca> 
Sent: May 16, 2025 1:58 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Cc: White, Tracy <tracy@entrustfs.ca>
Subject: [EXT] RE: AUM

Good afternoon Julie, I just wanted to pass along a HUGE thank you, that you were able to generate my AUM report with the DSC amounts for both my MGA and ADSL lines of business, as this was exactly what we were hoping to receive. Just for the

Good afternoon Julie,

I just wanted to pass along a HUGE thank you, that you were able to generate my AUM report with the DSC amounts for both my MGA and ADSL lines of business, as this was exactly what we were hoping to receive.

Just for the future, what is the Report #, so we know what to request in the future? As well, would we contact you directly or Wealth Reporting that Jenn Taylor previously mentioned

PS – you should be receiving another email shortly, so keep an eye out on your Inbox so it didn’t fall into your Junk folder as I believe that this has happened in the past. Hopefully this will make your daughter very happy, to fulfill her blueberry muffin craving!!!😋

Have a great long weekend!😊

Cheers,

Mike Shawn B. Comm (Hons), CFP
Certified Financial Planner  
Investment & Insurance Advisor
 
Entrust Financial Services
Quadrus Investment Services Ltd.
Suite 206-1615 St. Mary's Rd
Winnipeg, MB R2M 3W8
P (204) 272-9670 / C (204) 960-1696
F (204) 272-9679 / TF (800) 988-7994

 Please consider the Environment before printing this E-Mail

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present

From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: May 15, 2025 8:28 AM
To: Mike Shawn <mike@entrustfs.ca>
Subject: AUM

Good morning, I was able to have a report run, please confirm if this is the one you are looking for, I believe I have the report number now. 
Thank you, have a great day. 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-19T16:39:29.000+0000,False,False,005OH0000071DK9YAM,2025-11-19T16:39:29.000+0000,005OH0000071DK9YAM,2025-11-19T16:39:30.000+0000,005OH0000071DK9YAM,2025-11-19T16:39:30.000+0000,(204) 272-9670,(204) 960-1696,mike@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE0RPYA0,False,,23875155,0030A0000029ocCQAQ,0010A000002wBEKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:56:01.000+0000,False,False,0055o000002DK5fAAG,2025-11-19T16:56:01.000+0000,0055o000002DK5fAAG,2025-11-19T16:56:01.000+0000,0055o000002DK5fAAG,2025-11-19T16:56:01.000+0000,(905)898-6262,,john.errington@edwardjones.com,(866)778-3794,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE0jAYAS,False,,23874360,003G0000018f7WhIAI,0010A000002wPdaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:44:39.000+0000,False,False,0055o000002KxaMAAS,2025-11-19T16:44:39.000+0000,0055o000002KxaMAAS,2025-11-19T16:44:39.000+0000,0055o000002KxaMAAS,2025-11-19T16:44:39.000+0000,(780)624-3914,,ivan@buchholtzfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE2BUYA0,False,,23875277,0030A000006kkDLQAY,0010A000007Xf9dQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:58:15.000+0000,False,False,005OH000006owoYYAQ,2025-11-19T16:58:15.000+0000,005OH000006owoYYAQ,2025-11-19T16:58:16.000+0000,005OH000006owoYYAQ,2025-11-19T16:58:16.000+0000,(306)446-9273,(306) 490-8058,dana.rissling@innovationcu.ca,(306)446-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE2xrYAC,False,,23874864,003OH00000XXLVlYAP,001OH00000fjWPEYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:51:46.000+0000,False,False,0055o000002KxaMAAS,2025-11-19T16:51:46.000+0000,0055o000002KxaMAAS,2025-11-19T16:51:47.000+0000,0055o000002KxaMAAS,2025-11-19T16:51:47.000+0000,(780)288-6121,,simone@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE4A3YAK,False,,23874723,0031600002SPrRUAA1,0010A000002wNviQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR-P202 - INC1862670,Medium,"*** DDS 21NOV2025 ***
issue resolved, advised user
*** DDS 19NOV2025 ***

The user is getting ERR-P202 when viewing product details for the client below's two LB ins policies. Screenshot attached. Can you please investigate?

Client First name: SHAE
Client Last name: GRAHAM
Client DOB: 09AUG2001
Policy Number: 69043578C, 69043580D
Contract type: CILB
Salesforce ID: 02iOH000009gFNgYAM, 02iOH000009gExuYAE
CIS ID: 4071940316
Alias/Fed id: LL36633x


Thank you!
-----------------------------------------------EMAIL CHAIN:

Hello Mike,

I have heard back from our Digital Hub team and product details are now visible in Workspace for this client. Please let me know if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Mike,

Thank you for contacting Workspace Support regarding the product details error for the policies below. I have escalated the issue to our Digital Hub team for investigation and I will follow up with you as soon as I hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Mike Bissett <mike@rexfordfinancial.com> 
Sent: November 18, 2025 1:14 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bissett, Mike <mike@rexfordfinancial.com>
Subject: [EXT] Not Able To View Policies - INC1862670/C23874723

Hi, I’m having issues viewing policy information for a client on Workspace. When I select the policy, I receive an error message. This issue has been going on for about a week. The client is Shae Graham and I’m not able to view either
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

I’m having issues viewing policy information for a client on Workspace.  When I select the policy, I receive an error message.  This issue has been going on for about a week.

The client is Shae Graham and I’m not able to view either of her policies – 69043578C/69043580D.

Screenshot is attached.  Thanks,

 

Mike Bissett, CFP®
Financial Advisor
Rexford Financial
 
Book An Appointment
 
Canada Life Investment Representative
Quadrus Investment Services Ltd.
 
Cell: 705-978-5800
 
    Mike The Financial Advisor  
 
                                                 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note, your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.]",True,2025-11-21T16:23:08.000+0000,False,False,005OH000006wv2TYAQ,2025-11-19T16:49:44.000+0000,005OH000006wv2TYAQ,2025-11-21T16:23:08.000+0000,005OH000006wv2TYAQ,2025-11-21T16:23:08.000+0000,(705)978-5800,(705) 494-0584,mike@rexfordfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE4JmYAK,False,,23876010,003G0000018f6c1IAA,0010A000002wOZJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Hi Dan, 

Thank you for contacting the Workspace Support team. It was a pleasure speaking with you today regarding your inquiry about Group conversions.

As mentioned during our call, Workspace Technical Support is only equipped to assist with inquiries related to Workspace accounts. Unfortunately, we are unable to provide assistance related to  Group insurance/coverages.

To help you further, please find below the contact information for some of the Group teams who may be able to assist:
-	Group Retirement Services (GRS) 1-800-724-3402 (8:00 am - 8:00 pm EST)
-	Group Health and Dental (GLH) GCCS (8:00am - 8:00 pm EST)
-	Pensions Group (Non-Staff) 1-888-781-1262
-	Portable Benefits 1-833-725-0257 (8:00am - 6:00PM EST) / portablebenefits@canadalife.com
-	Pooled Registered Pension Plan (PRPP) Specialist, Voluntary Retirement Savings Plan (VRSP) Specialist 1-855-495-7837

Website: GRS access: Home — Canada Life

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T17:18:38.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T17:09:28.000+0000,005OH00000AbCcLYAV,2025-11-19T17:18:38.000+0000,005OH00000AbCcLYAV,2025-11-19T17:18:38.000+0000,(289)337-4440,(289) 337-4440,dan.haney@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE4Q9YAK,False,,23874162,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:41:12.000+0000,False,False,0050A000000WjqvQAC,2025-11-19T16:41:12.000+0000,0050A000000WjqvQAC,2025-11-19T16:41:12.000+0000,0050A000000WjqvQAC,2025-11-19T16:41:12.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE5kQYAS,False,,23874442,003OH00000TNCkcYAH,001OH00000Zm0YPYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:45:50.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T16:45:50.000+0000,005OH000007fgYjYAI,2025-11-19T16:45:50.000+0000,005OH000007fgYjYAI,2025-11-19T16:45:50.000+0000,(819)944-4414,,info@nathalieayotte.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE5neYAC,False,,23874891,0035o000005gYhOAAU,0015o000006FNI1AAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:52:11.000+0000,False,False,005OH0000030c5BYAQ,2025-11-19T16:52:11.000+0000,005OH0000030c5BYAQ,2025-11-19T16:52:11.000+0000,005OH0000030c5BYAQ,2025-11-19T16:52:11.000+0000,(705)456-6428,,dbelzee1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE7fnYAC,False,,23875031,0030A0000029nNFQAY,0010A000002wAFyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:54:14.000+0000,False,False,0055o000002DK5fAAG,2025-11-19T16:54:14.000+0000,0055o000002DK5fAAG,2025-11-19T16:54:15.000+0000,0055o000002DK5fAAG,2025-11-19T16:54:15.000+0000,(905)873-7630,,nicole.brookes@edwardjones.com,(877)635-5278,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE8AQYA0,False,,23874643,003OH00000RNZqRYAX,001OH00000XHTFjYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:48:45.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T16:48:45.000+0000,005OH000007fgYjYAI,2025-11-19T16:48:45.000+0000,005OH000007fgYjYAI,2025-11-19T16:48:45.000+0000,(514)991-3079,,daigle18x@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE8DdYAK,False,,23874508,0035o000003DAzoAAG,0015o000003rUWUAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Link not received by client,Medium,"Reissued link to advisor and sent followup to MA.

===Email Chain===

Hello Konstantin,

We’re reaching out to you regarding the application issue reported to us by Daniel this morning.

We’ve obtained a direct link for you to provide your client (provided below) so they can review & sign the application.

Application ID 60916060-8 Link: https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=8202c382-b256-419b-8d58-41f90ccff427 Please note this link expires within 72 hours.

Expected Data:

Name: Chin
Postal Code: V7E4L6
Date of Birth: December 20th, 1988

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Daniel,

It was lovely speaking with you today regarding the issue with your client not receiving the signature link for application ID 60916060-8.

As discussed, we will send the advisor Konstantin an email with a direct link to send the client. This should resolve the issue and allow the client to sign the application so it can be submitted. If there’s any issues with the link, please reach out for further support.

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey. Thanks in advance.

Feedback Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T16:58:10.000+0000,False,False,0050A000000qsPeQAI,2025-11-19T16:46:42.000+0000,0050A000000qsPeQAI,2025-11-19T17:03:23.000+0000,0050A000000qsPeQAI,2025-11-19T17:03:23.000+0000,(604)358-5890,,daniel.aviles@shelterbay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE8lWYAS,False,,23876018,003G0000018f6guIAA,0010A000002wOhAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Submitted Application Status,Medium,"***DDS 2025-11-19***
User could not find submitted applications in NB WebApp.
DDS guided user to choose appropriate code in NB.
 
================================================================================
****Email Chain**
Hello Nigel,

It was a pleasure speaking to you earlier regarding your submitted application status.

We’re happy we were able to assist you in finding the status of your submitted applications through the New Business Web App portal.

As a reminder, if you are having issues finding your submitted application in the New Business Web App, please ensure you are selecting the appropriate agent code before searching submitted applications.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T17:24:37.000+0000,False,False,005OH00000AX0rVYAT,2025-11-19T17:09:39.000+0000,005OH00000AX0rVYAT,2025-11-19T17:24:37.000+0000,005OH00000AX0rVYAT,2025-11-19T17:24:37.000+0000,(416)936-1967,(416) 936-1967,nigelakettle@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE901YAC,False,,23874582,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:47:54.000+0000,False,False,005OH000005URvxYAG,2025-11-19T16:47:54.000+0000,005OH000005URvxYAG,2025-11-19T16:47:55.000+0000,005OH000005URvxYAG,2025-11-19T16:47:55.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gE9XxYAK,False,,23875121,003G0000018f6p7IAA,0010A000002wOqqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing request/follow up,Medium,"updated report provided 

**EMAIL**

Good morning Victor,

Thank you for bringing this to our attention.

I have reached out to our data provider to look into this matter and have successfully updated the client listing. I will send you an updated client listing shortly. Please expect a new Password Email to access the updated file.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: VICTOR WANG <victor.wang@victorwealth.ca> 
Sent: November 18, 2025 3:06 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Client Listing Request /Case23765338

HI, Carmen,
Some policy numbers are not correctly generated.
For example, 
Line 1414  policy number 040480168  name NING ZHANG, the correct policy number is B480168-5
Lots of policy number starts with ""0"" are not correct.
Please help send new one.
Thanks a lot.

Dun (Victor) Wang    MBA President
Victor Wang Investments and Wealth Management Inc.
300-1350 René-Lévesque West, 
Montreal, Québec, H3G 1T4
Cellular: 514-885-1818
victor.wang@victorwealth.ca
Fax: 514-931-9553
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
________________________________________
From: BusinessReporting <BusinessReporting@canadalife.com>
Sent: Tuesday, November 18, 2025 12:34 PM
To: VICTOR WANG <victor.wang@victorwealth.ca>
Subject: RE: Client Listing Request /Case23765338 
 
Good afternoon Victor,
 
Thank you for your response.
 
Please find the attached file of the requested Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.
 
 
Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: VICTOR WANG <victor.wang@victorwealth.ca> 
Sent: November 16, 2025 8:29 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: Client Listing Request /Case23765338
Importance: High
 
HI, Carmen, Thanks for your email. Please see my code below: Canada Life Advisor #: F0278 (corporation) Advisor #: F3492 Advisor #: F6559 Office Code: LZCAV Office: VICTOR WANG INVESTMENTS My advisor code with Financial Horizon: H2753 Individual
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
HI, Carmen,
Thanks for your email.
Please see my code below:
 
Canada Life
Advisor #: F0278 (corporation)
Advisor #: F3492   
Advisor #: F6559
Office Code: LZCAV
Office: VICTOR WANG INVESTMENTS
 
My advisor code with Financial Horizon: H2753 Individual and H2752 Corporate.
 
London Life:LL21772-4
Great West Life code: 675848   Critical illness and disability insurance code 665856.
 
Thanks a lot.
 
 
Dun (Victor) Wang    MBA President
Victor Wang Investments and Wealth Management Inc. 
300-1350 René-Lévesque West,  
Montreal, Québec, H3G 1T4
Cellular: 514-885-1818
victor.wang@victorwealth.ca
Fax: 514-931-9553
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 14, 2025 10:32 AM
To: VICTOR WANG <victor.wang@victorwealth.ca>
Subject: Client Listing Request /Case23765338
 
Good morning Victor,
 
Our team received your request for the Insurance Client Listings report. Could you please provide us the advisor code (ex. Canada Life, MGA, Producer, ADSL, five-characters long) for us to look into?
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
Hi Victor,

As mentioned in my previous email, please see below for your password-protected Excel file:
FB26PJDMWF

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Victor,

Please find the attached file of the updated Insurance Client Listings report. A separate Password Email will follow to access this Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-19T16:55:29.000+0000,False,False,005OH0000071DK9YAM,2025-11-19T16:55:29.000+0000,005OH0000071DK9YAM,2025-11-19T17:54:26.000+0000,005OH0000071DK9YAM,2025-11-19T17:54:26.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEA7PYAW,False,,23875712,0030A0000029jUuQAI,0010A000002w70tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:04:53.000+0000,False,False,0055o000001h4cFAAQ,2025-11-19T17:04:53.000+0000,0055o000001h4cFAAQ,2025-11-19T17:04:54.000+0000,0055o000001h4cFAAQ,2025-11-19T17:04:54.000+0000,(204)982-1860,(204)982-1941,ccross@assante.com,(204)982-1862,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEA7QYAW,False,,23875943,0030A0000029noHQAQ,0010A000002wAbwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:08:28.000+0000,False,False,0055o000002DK5fAAG,2025-11-19T17:08:28.000+0000,0055o000002DK5fAAG,2025-11-19T17:08:29.000+0000,0055o000002DK5fAAG,2025-11-19T17:08:29.000+0000,(416)498-5550,,r.nagano@ccgpwm.onmicrosoft.com,(416)498-5188,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEBGTYA4,False,,23878953,0030A0000029WSmQAM,0010A000002vwBQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:57:42.000+0000,False,False,005OH000005URvxYAG,2025-11-19T17:57:42.000+0000,005OH000005URvxYAG,2025-11-19T17:57:43.000+0000,005OH000005URvxYAG,2025-11-19T17:57:43.000+0000,(780)988-2220,(780) 993-5503,mel_angeles@hotmail.com,(780)988-2221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEBppYAG,False,,23874884,003OH00000RzOCLYA3,001OH00000Y3dKlYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T16:52:05.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T16:52:05.000+0000,005OH000007fgYjYAI,2025-11-19T16:52:05.000+0000,005OH000007fgYjYAI,2025-11-19T16:52:05.000+0000,(581)984-0875,,dany.desrosiers2@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEEpNYAW,False,,23876884,0030A0000029pWwQAI,0010A000002wBxwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Carolyn

Our team has received your request to provide Client Listings report for Advisor codes A3245 & 93772. Please find the attached file for your reference (2 tabs)
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Carolyn,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
KSUKYUWDRJ
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






















Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Carolyn O'Hearn <cohearn@ppi.ca> 
Sent: November 13, 2025 7:39 AM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: PPI Advisor Solutions <AdvisorSolutions@ppi.ca>
Subject: [EXT] Policy listings

Can I request full policy listings for the following agent codes as they are retiring and selling their books to another advisor. A3245 – Ted Kurello 93772 – Owen Smith Thanks, Carolyn Carolyn O’Hearn Advisor Solutions Manager
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Can I request full policy listings for the following agent codes as they are retiring and selling their books to another advisor.

A3245 – Ted Kurello
93772 – Owen Smith

Thanks, Carolyn

Carolyn O’Hearn
Advisor Solutions Manager 

PPI — The advisor’s premier partner for insurance.


PPI
844-560-4747 Direct
Advisorsolutions@ppi.ca
www.ppi.ca



This is a confidential message which may be privileged. Unauthorized use/disclosure is prohibited. If this email was received in error, please go to www.ppi.ca/edisclaimer.html for instructions.
Le présent message est confidentiel et peut être protégé par le secret professionnel. Toute utilisation ou divulgation non autorisée est interdite. Si vous avez reçu le présent courriel par erreur, veuillez vous rendre sur le site www.ppi.ca/edisclaimer.html pour obtenir des directives. Code: $SGN98473",True,2025-11-19T17:34:45.000+0000,False,False,005OH0000088z1hYAA,2025-11-19T17:24:03.000+0000,005OH0000088z1hYAA,2025-11-19T17:34:45.000+0000,005OH0000088z1hYAA,2025-11-19T17:34:45.000+0000,(647)534-4629,,cohearn@ppi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEGMTYA4,False,,23875397,0030A0000029aGQQAY,0010A000002vzS5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-11-19***
User got a new phone and needed to disconnect and reconnect Authenticator.
DDS assisted in disconnecting and reconnecting Authenticator.
 
================================================================================
****Email Chain**
Hello Chris,

It was a pleasure speaking to you earlier regarding your Authenticator disconnect.

We’re happy we were able to assist you with disconnecting and reconnecting your Authenticator.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T17:09:28.000+0000,False,False,005OH00000AX0rVYAT,2025-11-19T17:00:06.000+0000,005OH00000AX0rVYAT,2025-11-19T17:09:28.000+0000,005OH00000AX0rVYAT,2025-11-19T17:09:28.000+0000,(306)382-7777X23,(306) 222-7778,chris@mfg.ca,(306)382-7177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEIg1YAG,False,,23875639,003G0000018f7SPIAY,0010A000002wPYzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:03:55.000+0000,False,False,0055o000002KxaMAAS,2025-11-19T17:03:55.000+0000,0055o000002KxaMAAS,2025-11-19T17:03:55.000+0000,0055o000002KxaMAAS,2025-11-19T17:03:55.000+0000,(780)428-7525,(780) 405-0874,dale@saberfinancial.net,(780)450-2532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEIuYYAW,False,,23876440,0030A0000029lk7QAA,0010A000002w8qHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:16:46.000+0000,False,False,005OH000006owoYYAQ,2025-11-19T17:16:46.000+0000,005OH000006owoYYAQ,2025-11-19T17:16:47.000+0000,005OH000006owoYYAQ,2025-11-19T17:16:47.000+0000,(306)382-1860,,kelsie@lentonfinancial.ca,(306)384-4658,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEKGPYA4,False,,23875766,003G0000018f6c1IAA,0010A000002wOZJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conversion inquires,Medium,"Hi Dan,

Thank you for contacting the Workspace Support team. It was a pleasure speaking with you today regarding your inquiry about Group conversions.

As mentioned during our call, Workspace Technical Support is only equipped to assist with inquiries related to Workspace accounts. Unfortunately, we are unable to provide assistance related to Group insurance/coverages.

To help you further, please find below the contact information for some of the Group teams who may be able to assist:
- Group Retirement Services (GRS) 1-800-724-3402 (8:00 am - 8:00 pm EST)
- Group Health and Dental (GLH) GCCS (8:00am - 8:00 pm EST)
- Pensions Group (Non-Staff) 1-888-781-1262
- Portable Benefits 1-833-725-0257 (8:00am - 6:00PM EST) / portablebenefits@canadalife.com
- Pooled Registered Pension Plan (PRPP) Specialist, Voluntary Retirement Savings Plan (VRSP) Specialist 1-855-495-7837

Website: GRS access: Home — Canada Life

 We’d love your feedback! Just a minute of your time makes a big difference, if you could please, fill out our Survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards,
Fatima B.
Distribution Digital Support Specialist 
Distribution Digital Support
Canada Operations
P: 1-888-999-4516
E: WorkspaceSupport@canadalife.com

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T20:57:33.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T17:05:41.000+0000,005OH00000AbCcLYAV,2025-11-19T20:57:33.000+0000,005OH00000AbCcLYAV,2025-11-19T20:57:33.000+0000,(289)337-4440,(289) 337-4440,dan.haney@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEKWYYA4,False,,23875823,0030A0000029goPQAQ,0010A000002w4m5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:06:31.000+0000,False,False,0055o000001h4cFAAQ,2025-11-19T17:06:31.000+0000,0055o000001h4cFAAQ,2025-11-19T17:06:32.000+0000,0055o000001h4cFAAQ,2025-11-19T17:06:32.000+0000,(204)985-6060,,thomas.holmes@assante.com,(204)452-6273,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEKwLYAW,False,,23875834,003OH00000B56uWYAR,001OH00000DMqGoYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace - MFA reset,Medium,"*11/19*
----------------
KB0020738  
Alex Liber 
wondering if there is a way to change the MFA app, it was set up up with msoft authenticator but i would like to use another 
36540
e8938

h0160
disconnected the old app 
had user sign out of Workspace and sign back in, they were prompted to set it up and were ok to continue setting it up 


*email*
----------------

Good afternoon Alex, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You had originally set up your app with Microsoft Authenticator but were looking to use another app you were also familiar with. We were able to disconnect the old app, and had you sign out of Workspace, from there you set up the rest of if on your own. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T18:00:19.000+0000,False,False,005OH000008919xYAA,2025-11-19T17:06:37.000+0000,005OH000008919xYAA,2025-11-19T18:00:19.000+0000,005OH000008919xYAA,2025-11-19T18:00:19.000+0000,(778)655-6219,,warren@coveadvisors.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEMRuYAO,False,,23876320,0030A0000029pdtQAA,0010A000002wC2xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:14:57.000+0000,False,False,0055o000002DK5fAAG,2025-11-19T17:14:57.000+0000,0055o000002DK5fAAG,2025-11-19T17:14:57.000+0000,0055o000002DK5fAAG,2025-11-19T17:14:57.000+0000,(519)538-5254,,tcampbell@rbafinancial.com,(519)538-5257,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gENPaYAO,False,,23876241,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:13:45.000+0000,False,False,005OH000005URvxYAG,2025-11-19T17:13:45.000+0000,005OH000005URvxYAG,2025-11-19T17:13:45.000+0000,005OH000005URvxYAG,2025-11-19T17:13:45.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEOS7YAO,False,,23877012,003OH00000Hj4kAYAR,0010A000002w4XYQAY,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 19 2025

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Bonjour !

Une cliente a eu un appel de ""vous"" !

J'essaie de vendre la clientèle et quelqu'un (ils sont 4!?) ont la liste des clients de mon père illégalement ? 

Vous me devez cette liste légalement !

J'attends votre retour depuis près de 3 mois !!!

Laurie Guillemette 
Appelez-moi !

514-688-2604 

Le mar. 4 nov. 2025, 15 h 44, Wealth Reporting Support <WealthReportingSupport@canadalife.com> a écrit :
Good Day team,
 
Kindly note the user that has been CC’d, Laurie Guillemette, speaks French. For any follow-ups, kindly reply to her in French.
 
Could you please help Laurie with the request of Gaston Guillemette in obtaining a product listing for an advisor code at GWL?
 
It seems Gaston has unfortunately passed away. Our team tried validating Laurie but they do not have third party access. Is there a way your team could provide further assistance to her?
 
Once again, kindly reach out to Laurie at laurie.guillemette.inh@gmail.com and please reach out to her in French.
 
Thank you,
 
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Wilfredy
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 28, 2025 4:09 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: Re: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée - INC1822011/INC1831534
 
Bonjour, Pouvez-vous leur envoyer un message pour moi et me mettre en CC? Je n'ai pas de retour et je ne lâche pas le morceau pourtant 😅 Mon énergie cérébrale est axée dans cette direction. . . . Laurie Guillemette 514-688-2604 Le mar. 28 oct. 
Bonjour, Pouvez-vous leur envoyer un message pour moi et me mettre en CC? 
 
Je n'ai pas de retour et je ne lâche pas le morceau pourtant 😅
 
Mon énergie cérébrale est axée dans cette direction....
 
Laurie Guillemette 
514-688-2604 
 
Le mar. 28 oct. 2025, 13 h 52, Wealth Reporting Support <WealthReportingSupport@canadalife.com> a écrit :
Salut Laurie,
 
Je comprends la situation. Comme mentionné avant, veuillez s’il vous plait contacter CanadaLife.Contracts&Licensing@canadalife.com pour qu’ils puissent vous aider avec ce cas. Ils devront pouvoir vérifier votre accès et vous donner la liste de clients si disponible. 
 
Merci pour votre comprehension. 
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 21, 2025 5:28 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Re: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée - INC1822011
 
Bonjour, Qui est la personne avec accès délégué ? Je suis la seule héritière et la liquidatrice. Mettez-moi svp en contact avec cette personne qui pourra me fournir la liste. J'ai besoin et je suis en droit légal de vendre la clientèle de
Bonjour, 
 
Qui est la personne avec accès délégué ? Je suis la seule héritière et la liquidatrice. 
 
Mettez-moi svp en contact avec cette personne qui pourra me fournir la liste. 
 
J'ai besoin et je suis en droit légal de vendre la clientèle de mon défunt père, qui était conseiller chez vous. 
 
Laurie Guillemette 
514-688-2604 
 
Le mar. 21 oct. 2025, 16 h 50, Wealth Reporting Support <WealthReportingSupport@canadalife.com> a écrit :
Bonjour Laurie,
 
Je comprends que vous voudrez avoir une liste de clients de Gaston Guillemette. En vérifiant votre accès au code donné, nous n’étions pas capables de trouver votre nom ou courriel sur nos dossiers.
 
À cause de nos mesures de sécurité, notre équipe peut envoyer seulement des listes aux propriétaires des codes ou aux personnes avec accès délégué.  
 
à cause de ce cas particulier, veuillez contacter CanadaLife.Contracts&Licensing@canadalife.com pour assistance supplémentaire pour avoir de l’information de ce conseiller.
 
Merci et bonne journée! 
 
S’il vous est possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 9, 2025 2:14 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Fwd: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Bonjour, J'aimerais avoir les détails des clients de mon défunt papa associés aux numéros ci-dessous envoyés par Mme. Morelli. En vous remerciant, Laurie Guillemette Fille de Gaston Guillemette 514-688-2604 ---------- Forwarded message ---------
Bonjour, 
 
J'aimerais avoir les détails des clients de mon défunt papa associés aux numéros ci-dessous envoyés par Mme. Morelli. 
 
En vous remerciant, 
 
Laurie Guillemette 
Fille de Gaston Guillemette 
514-688-2604 
 
---------- Forwarded message ---------
De : Morelli, Claudia <Claudia.Morelli@canadalife.com>
Date: jeu. 9 oct. 2025, 14 h 11
Subject: RE: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
To: Laurie Guillemette <laurie.guillemette.inh@gmail.com>
 
Bonjour Laurie,
 
Vous devez contacter le service à la clientèle pour obtenir ces informations : WealthReportingSupport@canadalife.com
 
Pour confirmer le code est C2704- GASTON GUILLEMETTE (il y avait une faute de frappe dans l'un des courriels ci-dessous)
 
Merci
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 9, 2025 1:52 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Re: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Bonjour, j'aurais besoin des noms et numéros de téléphone, adresses etc pour rejoindre les clients de la liste à mon père. Merci Le jeu. 9 oct. 2025, 08 h 01, Morelli, Claudia <Claudia. Morelli@ canadalife. com> a écrit : Bonjour Non,
Bonjour, j'aurais besoin des noms et numéros de téléphone, adresses etc pour rejoindre les clients de la liste à mon père. 
 
Merci 
 
Le jeu. 9 oct. 2025, 08 h 01, Morelli, Claudia <Claudia.Morelli@canadalife.com> a écrit :
Bonjour
 
Non, le code A3101 appartient à un autre conseiller.
 
Merci
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 8, 2025 7:38 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Re: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Bonjour, Pouvez-vous me confirmer si le code A 3101 est au nom de mon père svp ? Laurie Guillemette 514-688-2604 Le mar. 7 oct. 2025, à 16 h 28, Morelli, Claudia <Claudia. Morelli@ canadalife. com> a écrit : Voici la liste en Word. Il n’a
Bonjour, 
 
Pouvez-vous me confirmer si le code A 3101 est au nom de mon père svp ? 
 
Laurie Guillemette
514-688-2604
 
Le mar. 7 oct. 2025, à 16 h 28, Morelli, Claudia <Claudia.Morelli@canadalife.com> a écrit :
Voici la liste en Word.
Il n’a pas d’autre code active sous Canada Vie.
J’ai seulement trouvé le C2704.
 
Merci
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 7, 2025 4:20 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: CODES CONSEILLER . Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Est-ce qu'il avait un autre code sous Canada Vie ? Je prend de l'avance, car un agent m'a dit qu'il ne voyait pas mon nom avec comme conseiller mon père. . . et pourtant, c'était bien inscrit et mon père avait des placements
Est-ce qu'il avait un autre code sous Canada Vie ? 
 
Je prend de l'avance, car un agent m'a dit qu'il ne voyait pas mon nom avec comme conseiller mon père... et pourtant, c'était bien inscrit et mon père avait des placements et assurances et je pense qu'il était lui-même son propre conseiller. 
 
Laurie Guillemette 
514-688-2604 
 
Le mar. 7 oct. 2025, 16 h 05, Morelli, Claudia <Claudia.Morelli@canadalife.com> a écrit :
Bonjour Laurie,
 
Voici la liste de police Canada Vie sous le code C2707-GASTON GUILLEMETTE
Je vais envoyer la demande a GWL et vous mettre en cc
 
Merci
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 7, 2025 3:40 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Bonjour Mme Morelli, Revoici les documents. Si vous pouvez effacer le message sécuritairement ensuite svp, dû aux documents sensibles. Confirmez-moi qu'ils sont lisibles par vous. Oui svp, si vous pouvez envoyer à GWL 😊 Laurie Guillemette
Bonjour Mme Morelli,
 
Revoici les documents. Si vous pouvez effacer le message sécuritairement ensuite svp, dû aux documents sensibles.
 
Confirmez-moi qu'ils sont lisibles par vous.
 
Oui svp, si vous pouvez envoyer à GWL 😊
 
Laurie Guillemette 
514-688-2604 
 
 
Le mar. 7 oct. 2025, 15 h 35, Morelli, Claudia <Claudia.Morelli@canadalife.com> a écrit :
Bonjour Laurie,
 
Désolé mais je ne vois pas les documents dans le courriel. Est-ce que vous pouvez me les renvoyer?
Aussi, J’ai seulement accès a les code Canada Vie, mais je peux envoyer votre demande à mon contact GWL pour vous aider plus rapidement.
 
Merci
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
From: Laurie Guillemette <laurie.guillemette.inh@gmail.com> 
Sent: October 7, 2025 2:56 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Laurie Guillemette vous a envoyé un courriel en mode confidentiel Gmail : Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée Ce message a été envoyé le 7 oct. 2025, à 11 h 55 min 48 s HAP Vous pouvez l'ouvrir en cliquant sur le lien
Laurie Guillemette vous a envoyé un courriel en mode confidentiel Gmail :
 
 Re: [EXT] ListeS de clients de GASTON GUILLEMETTE demandée
 
Ce message a été envoyé le 7 oct. 2025, à 11 h 55 min 48 s HAP
Vous pouvez l'ouvrir en cliquant sur le lien ci-dessous. Ce lien ne fonctionnera que pour Claudia.Morelli@canadalife.com.

Afficher le courriel
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Vous avez reçu ce message, car quelqu'un vous a envoyé un courriel en mode confidentiel Gmail.",True,2025-11-19T17:26:17.000+0000,False,False,005OH000002iN7rYAE,2025-11-19T17:26:17.000+0000,005OH000002iN7rYAE,2025-11-19T17:26:17.000+0000,005OH000002iN7rYAE,2025-11-19T17:26:17.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,134.0
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500OH00000gERg5YAG,False,,23876530,0030A0000029a99QAA,0010A000002vzMVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration process,Medium,"Hi Jean-Pierre,

It was a pleasure speaking on the phone with you earlier regarding your Workspace registration.

Just a recap of what we did, we were able to complete your Repnet registration and create your User ID.

As a reminder, please make sure to allow 48h before you start your Workspace registration.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T17:36:59.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T17:18:23.000+0000,005OH00000AbCcLYAV,2025-11-19T17:36:59.000+0000,005OH00000AbCcLYAV,2025-11-19T17:36:59.000+0000,(514)832-5100,514.952.3499,jpbeauchamp@assante.com,(514)832-5232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
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500OH00000gERplYAG,False,,23876566,003G0000018f5i5IAA,0010A000002wOMQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:19:00.000+0000,False,False,0055o000001t1uPAAQ,2025-11-19T17:19:00.000+0000,0055o000001t1uPAAQ,2025-11-19T17:19:00.000+0000,0055o000001t1uPAAQ,2025-11-19T17:19:00.000+0000,(416)648-5000,(416) 648-5000,ron@greenbergbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gERubYAG,False,,23876570,0030A000007YiRYQA0,0010A000008QdiaQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,,True,2025-11-19T23:27:40.000+0000,False,False,005OH000008919xYAA,2025-11-19T17:19:01.000+0000,005OH000008919xYAA,2025-11-19T23:27:40.000+0000,005OH000008919xYAA,2025-11-19T23:27:40.000+0000,(807)767-4662,,dean.farmer@sunlife.com,(807)346-8885,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gESU8YAO,False,,23877913,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-11-19T17:45:02.000+0000,False,False,005OH000006uyEFYAY,2025-11-19T17:40:42.000+0000,005OH000006uyEFYAY,2025-11-19T17:45:03.000+0000,005OH000006uyEFYAY,2025-11-19T17:45:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEFYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gESXLYA4,False,,23876903,0031600002Ke8TmAAJ,0010A000002wNT2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:24:18.000+0000,False,False,0055o000002KxaMAAS,2025-11-19T17:24:18.000+0000,0055o000002KxaMAAS,2025-11-19T17:24:18.000+0000,0055o000002KxaMAAS,2025-11-19T17:24:18.000+0000,(780)249-6888,(780) 906-8535,wei.gao@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEUIzYAO,False,,23876812,0030A0000029pWwQAI,0010A000002wBxwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Carolyn

Our team has received your request to provide Client Listings report for Advisor codes A3245 & 93772. Please find the attached file for your reference (2 tabs)
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Carolyn,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
KSUKYUWDRJ
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



















Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Carolyn O'Hearn <cohearn@ppi.ca> 
Sent: November 13, 2025 7:39 AM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: PPI Advisor Solutions <AdvisorSolutions@ppi.ca>
Subject: [EXT] Policy listings

Can I request full policy listings for the following agent codes as they are retiring and selling their books to another advisor. A3245 – Ted Kurello 93772 – Owen Smith Thanks, Carolyn Carolyn O’Hearn Advisor Solutions Manager
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Can I request full policy listings for the following agent codes as they are retiring and selling their books to another advisor.

A3245 – Ted Kurello
93772 – Owen Smith

Thanks, Carolyn

Carolyn O’Hearn
Advisor Solutions Manager 

PPI — The advisor’s premier partner for insurance.


PPI
844-560-4747 Direct
Advisorsolutions@ppi.ca
www.ppi.ca



This is a confidential message which may be privileged. Unauthorized use/disclosure is prohibited. If this email was received in error, please go to www.ppi.ca/edisclaimer.html for instructions.
Le présent message est confidentiel et peut être protégé par le secret professionnel. Toute utilisation ou divulgation non autorisée est interdite. Si vous avez reçu le présent courriel par erreur, veuillez vous rendre sur le site www.ppi.ca/edisclaimer.html pour obtenir des directives. Code: $SGN98473",True,2025-11-19T17:34:37.000+0000,False,False,005OH0000088z1hYAA,2025-11-19T17:23:03.000+0000,005OH0000088z1hYAA,2025-11-19T17:34:37.000+0000,005OH0000088z1hYAA,2025-11-19T17:34:37.000+0000,(647)534-4629,,cohearn@ppi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEVIHYA4,False,,23876926,003G0000018f7WOIAY,0010A000002wPdHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Email Change,Medium,"***DDS 2025-11-19***
User wanted to change Workspace email address and email address in Siebel.
DDS changed Workspace email and referred user to contracts and compensation to update email address in Siebel.
 
================================================================================
****Email Chain**
Hello Kim,

It was a pleasure speaking to you regarding your Workspace email address change.

We’re happy we were able to update your Workspace email address.

To update your email address in our systems, please send an email to contracts&compensation@canadalife.com with your new email address information as well as agent code so they can update.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T17:38:26.000+0000,False,False,005OH00000AX0rVYAT,2025-11-19T17:24:44.000+0000,005OH00000AX0rVYAT,2025-11-19T17:38:26.000+0000,005OH00000AX0rVYAT,2025-11-19T17:38:26.000+0000,(604)312-4994,,kmadill@axisbenefits.biz,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEVa2YAG,False,,23877094,003OH00000NZX0lYAH,001OH00000Sd12nYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Primerica CIAM Access,Medium,"***DDS SL Dec 8 2025***
Primerica user registered for Workspace previously using Gmail address, and not primerica.
this required a manual email update by the CIAM team and DDS was requested to relay this to the user.

===Email Chain===

Good morning Josue, 

This is Kevin, Service Leader from the Canada Life Workspace Support team, reaching out regarding your recent registration for Workspace. 
We wished to inform you that your recent registration for Workspace did uncover an error that required for your associated email address to be updated to your Primerica email address. 
When logging into Workspace, please use gbittner@primerica.com in place of the Gmail email address originally used. 

The reason for this change is that the backend process that links your Workspace to your email address was unable to recognize your advisor credentials unless your Primerica email address was used. 

We thank you for your understanding, and if you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Have a great day!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:21:33.000+0000,False,False,005OH000001yNnaYAE,2025-11-19T17:27:34.000+0000,005OH000001yNnaYAE,2025-12-08T16:21:33.000+0000,005OH000001yNnaYAE,2025-12-08T16:21:33.000+0000,(438)837-8095,,jsaraviaolmos@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEXaFYAW,False,,23878754,0035o000003DAzoAAG,0015o000003rUWUAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect link,Medium,"** DDS 19NOV2025 ***

link active in swagger, emailed to advisor directly

User is requesting for a new link for a client to be sent to the advisor. Refer to KB0021645

Email: daviles@stalwartinsurancegroup.com 

Application: 60919655-6
Advisor Code: E5088
Advisor: KONSTANTIN MAKIEVSKI 
ISAM: STALWARTIB@clext  

Escalated to L2 (Jennifer)

------------------------------EMAIL CHAIN:
Hello Konstantin,

I am reaching out from Workspace Support regarding Simple Protect application 60919655-6. We were advised that your client was running into issues in opening the email verification link. We have obtained a direct link for your client below. This link is valid for 72 hours. 

https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=fde9e30c-7c0b-41ba-a79b-a86c81d820a4

Please let me know if you have any questions or if there is anything else we can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T18:05:45.000+0000,False,False,005OH000006wv2TYAQ,2025-11-19T17:54:20.000+0000,005OH00000BG5v4YAD,2025-11-19T18:13:25.000+0000,005OH000006wv2TYAQ,2025-11-19T18:13:25.000+0000,(604)358-5890,,daniel.aviles@shelterbay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEZYoYAO,False,,23878508,003G0000018f720IAA,0010A000002wP5KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM issue,Medium,"User is trying to extract his CRM Data. However, when he clicks on the links, it opens up a screen asking him to pick account. Once he select his account, he receives an error message

the TSP team will reach out to assist.

=====================================================================================

****Email Chain****
Hello Dave,

It was brought to our attention that you are having an issue extracting your CRM data from Workspace.

The Technology Solutions Partner (TSP) team will reach out to assist Dave with his CRM issue.

In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T15:51:40.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T17:50:05.000+0000,005OH00000AbCcLYAV,2025-11-20T15:51:40.000+0000,005OH000002iN7pYAE,2025-11-20T15:51:40.000+0000,(226)338-2131,,david@davidmcmullin.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEaRdYAK,False,,23877419,0030A0000029onUQAQ,0010A000002wBOPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:32:32.000+0000,False,False,005OH000006owoYYAQ,2025-11-19T17:32:32.000+0000,005OH000006owoYYAQ,2025-11-19T17:32:33.000+0000,005OH000006owoYYAQ,2025-11-19T17:32:33.000+0000,(306)652-7225X231,(306) 222-0539,gmartens@sentinel.sk.ca,(306)665-7754,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEcYKYA0,False,,23879084,0035o000006GUU0AAO,0015o000006ld9gAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:59:55.000+0000,False,False,005OH000005URvxYAG,2025-11-19T17:59:55.000+0000,005OH000005URvxYAG,2025-11-19T17:59:55.000+0000,005OH000005URvxYAG,2025-11-19T17:59:55.000+0000,(780)908-2181,,trrehani@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEhRXYA0,False,,23880477,0030A0000029i1KQAQ,0010A000002w5njQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:21:58.000+0000,False,False,005OH00000BFQFGYA5,2025-11-19T18:21:58.000+0000,005OH00000BFQFGYA5,2025-11-19T18:21:58.000+0000,005OH00000BFQFGYA5,2025-11-19T18:21:58.000+0000,(514)917-7863,,a.paquin@provieassurances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEhphYAC,False,,23878105,003G0000018f7SQIAY,0010A000002wPZ0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:43:50.000+0000,False,False,0055o000002KxaMAAS,2025-11-19T17:43:50.000+0000,0055o000002KxaMAAS,2025-11-19T17:43:51.000+0000,0055o000002KxaMAAS,2025-11-19T17:43:51.000+0000,(780)723-4229,,john@mpsinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEiPHYA0,False,,23879994,003G0000018f7FhIAI,0010A000002wPKUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,Caller issue resolved immediately,True,2025-11-19T18:18:53.000+0000,False,False,005OH00000BFQFGYA5,2025-11-19T18:14:01.000+0000,005OH00000BFQFGYA5,2025-11-19T18:18:54.000+0000,005OH00000BFQFGYA5,2025-11-19T18:18:54.000+0000,(250)727-7197X251,,rick.waugh@lifeplangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEjwMYAS,False,,23878431,0030A0000029aotQAA,0010A000002vzsjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:48:49.000+0000,False,False,005OH000005URvxYAG,2025-11-19T17:48:49.000+0000,005OH000005URvxYAG,2025-11-19T17:48:49.000+0000,005OH000005URvxYAG,2025-11-19T17:48:49.000+0000,(780)487-7903,,dan@dandeanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEk2nYAC,False,,23878346,003G0000018f7xJIAQ,0010A000002wQ3UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:47:30.000+0000,False,False,0055o000001h4cFAAQ,2025-11-19T17:47:30.000+0000,0055o000001h4cFAAQ,2025-11-19T17:47:30.000+0000,0055o000001h4cFAAQ,2025-11-19T17:47:30.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEku3YAC,False,,23878664,003G0000018f6X5IAI,0010A000002wOUAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing S/H - INC1862822,Medium,"*** DDS 24NOV2025 ***

s/h added, advised user

*** DDS 19NOV2025 ***

The user is reporting a missing successor holder from Workspace for 411218506 and they have confirmed with their ASR the info is on file with IC and internal systems. Screenshot from WS attached. Can you please investigate?

Client First name: TAMELA
Client Last name: JENKINS
Client DOB: 11SEP1971
Policy Number:411218506
Contract type: CIWSU
Salesforce ID: 02iOH00000HFjj8YAD
CIS ID: 9585750312

Thank you!

---------------------
Hello June,

I have heard back from our Digital Hub team and the Successor Holder for this policy is now visible in Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 	

Hello June,

Thank you for contacting Workspace Support regarding the missing successor holder for this policy in Workspace. I have submitted a ticket to our Digital Hub team for investigation, and I will follow up with you as soon as I hear back with a resolution. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: June McCharles <june@llpg.ca> 
Sent: November 19, 2025 11:00 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kirkham, Nancy <nancy@llpg.ca>; Doucette, Madelaine <madelaine@llpg.ca>
Subject: Fwd: [EXT] Tamela Jenkins - 411218506 - INC1862822/C23878664

Good day, Would you kindly add the Successor Holder to Workspace for this client's account. Our ASR has verified that this information reflects on both the internal system and investment centre. Thank you. June McCharles, BA, ACS Marketing
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good day,

Would you kindly add the Successor Holder to Workspace for this client's account.  Our ASR has verified that this information reflects on both the internal system and investment centre.  

Thank you.

June McCharles, BA, ACS 
Marketing Associate
Life Long Planning Group Ltd. 
1350 Fisher Street, Suite 109
North Bay, ON P1B 2H1
phone: 705-707-5574 ext.200
fax: 705-707-1018
Quick Links:
LLPG website: www.llpg.ca
My Canada Life: https://my.canadalife.com/mcl/sign-in
Manulife: https://portal.manulife.ca/manulifeinvestments
The Canada Life Assurance Company. The use of email is not a secure medium and personal information should be transmitted by more secure means.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this
communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, click the word unsubscribe to email a request to me.


---------- Forwarded message ---------
From: Horst, James <James.Horst@canadalife.com>
Date: Fri, Nov 14, 2025 at 4:24 PM
Subject: RE: [EXT] Tamela Jenkins - 411218506
To: McCharles, June <june@llpg.ca>
Cc: Kirkham, Nancy <nancy@llpg.ca>, Doucette, Madelaine <madelaine@llpg.ca>, McCharles, June <june@llpg.ca>

Hi June,
 
I can confirm that both our internal system and IC reflect the successor holder information.
 
You can reach out to Workspace to see if they can update this on their platform? 
 
Thanks!
 
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
 
Alison Tupholme 
Sr. Customer Service Specialist 
Wealth Management, Individual Customer 
The Canada Life Assurance Company 
T424-5B 
(T) 226-316-1403
(F) 1-877-814-6492
 
 
From: June McCharles <june@llpg.ca> 
Sent: November 14, 2025 1:56 PM
To: Horst, James <James.Horst@canadalife.com>
Cc: Kirkham, Nancy <nancy@llpg.ca>; Doucette, Madelaine <madelaine@llpg.ca>; McCharles, June <june@llpg.ca>
Subject: [EXT] Tamela Jenkins - 411218506
 
Hi James, Would you confirm that the back end system is showing the successor holder on this account as it is not showing on Workspace.   Which would then indicate that the data did not flow through. Thank you for your assistance. Quick Links: 
Hi James,
 
Would you confirm that the back end system is showing the successor holder on this account as it is not showing on Workspace.  Which would then indicate that the data did not flow through.
 
Thank you for your assistance.
 
 
Error! Filename not specified. 
 
 
Quick Links:
LLPG website: www.llpg.ca
My Canada Life: https://my.canadalife.com/mcl/sign-in
Manulife: https://portal.manulife.ca/manulifeinvestments
The Canada Life Assurance Company. The use of email is not a secure medium and personal information should be transmitted by more secure means.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this
communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, click the word unsubscribe to email a request to me.",True,2025-11-24T15:25:48.000+0000,False,False,005OH000006wv2TYAQ,2025-11-19T17:52:47.000+0000,005OH000006wv2TYAQ,2025-11-24T15:25:48.000+0000,005OH000006wv2TYAQ,2025-11-24T15:25:48.000+0000,(705)707-5574X206,(705) 303-7716,nancy@llpg.ca,(705)707-1018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEkyrYAC,False,,23878462,0030A000003uRvIQAU,0010A000004gcmAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Support Staff Jennifer Denchuk, calling to set up MFA unfortunately she has a limited information in Seibel and I can call her as well using the phone number of her advisor as it is her advisor's personal phone. She claims that she is the MGA after referring her to talk to their MGA. She hang up the phone while talking to assist.


=============

Hi Jennifer,

Thank you for contacting the workspace support about setting up your multi-factor authenticator app/MFA

As much as I want to help you with your MFA set up, unfortunately we need to authenticate you since resetting multi-factor authentication provides access to all Workspace information, we must verify authorization before proceeding to ensure the request is legitimate while maintaining the highest standards of account security. Please reach out to your leadership for your advisor details as you mention you are the MGA already.

My apologies for the inconvenience and I hope you will have a good day.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-20T14:31:01.000+0000,False,False,005OH00000BFPZHYA5,2025-11-19T17:49:25.000+0000,005OH00000BFPZHYA5,2025-11-20T14:31:02.000+0000,005OH00000BFPZHYA5,2025-11-20T14:31:02.000+0000,(204)229-5078,,bernafinancial@gmail.com,(204)586-4497,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEldBYAS,False,,23878542,0030A0000029XyGQAU,0010A000002vxU8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T17:50:37.000+0000,False,False,005OH000006owoYYAQ,2025-11-19T17:50:37.000+0000,005OH000006owoYYAQ,2025-11-19T17:50:38.000+0000,005OH000006owoYYAQ,2025-11-19T17:50:38.000+0000,(306)332-5151,,jgdiscovery@sasktel.net,(306)332-4276,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEm7qYAC,False,,23879168,003OH00000RKTBEYA5,001OH00000XDlhGYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:01:24.000+0000,False,False,005OH000005URvxYAG,2025-11-19T18:01:24.000+0000,005OH000005URvxYAG,2025-11-19T18:01:25.000+0000,005OH000005URvxYAG,2025-11-19T18:01:25.000+0000,(780)299-9090,,insurancebyarti@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEnIPYA0,False,,23878700,0030A0000029pTBQAY,0010A000002wBukQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Teraca,

Our team has received your request from CANINDSERV to provide Client Listings report for Advisor code 19541. Please find the attached file for your reference. Note that we only have access to reports month end. So, this list will be from October 31, 2025.  We won’t have access to November until December 10th.  If what you require is not on this report you should speak with the individuals that did the transfer for you.  
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Teraca,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
UFHT24K4TV 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 























Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Leinweber, Wanda <Wanda.Leinweber@canadalife.com> 
Sent: November 12, 2025 4:35 PM
To: NATLACCTSERV <NATLACCTSERV@canadalife.com>
Cc: Moffatt, Teraca <teraca.moffatt@ig.ca>
Subject: COMPLETE CLIENT LISTING IN EXCEL FORMAT : List of Canada Life Clients

Please provide complete client listing in Excel format for advisor Teraca Moffatt advisor code 19541.

From: Moffatt, Teraca <Teraca.Moffatt@ig.ca> 
Sent: November 12, 2025 3:07 PM
To: Leinweber, Wanda <Wanda.Leinweber@canadalife.com>
Subject: List of Canada Life Clients

Hi Wanda, Where do I find a list of “all” Canada Life Insurance clients assigned to me, and how do I get information on client policies that are “being moved” to me. I am with IG Dedicated Advice Channel and get clients
ZjQcmQRYFpfptBannerStart
ZjQcmQRYFpfptBannerEnd
Hi Wanda,

Where do I find a list of “all” Canada Life Insurance clients assigned to me, and how do I get information on client policies that are “being moved” to me.

I am with IG Dedicated Advice Channel and get clients assigned to me with insurance policies but the insurance policies don’t transfer as quickly as the investment accounts.  I am trying to complete reviews with these clients and don’t have access to their insurance policies.

The current clients that I am trying to get information for is Andrew and Shanna McDonald of Saskatoon, SK.  My Canada Life advisor code is 19541.

Can you help?

Thanks, Teraca.

Teraca M Moffatt,  

Certified Financial Planner
 
100, 37 Richard Way SW, Calgary, AB T3E 7M8
Tel: (403) 253-4840 | Direct Line: (587) 330-1528
Mobile: (368) 338-4581 | Fax: (403) 253-4149
www.teracamoffatt.com 


 
Click here to book appointment

 
 
IG Wealth Management Inc.
Member of Power Financial Corporation group of companies
 
Please note trade instructions received by email, fax, or text will not be processed until I've had the opportunity to review your file and discuss the transaction request.  Consequently, no pricing is guaranteed by leaving the message.'
CONFIDENTIALITY NOTICE:
The contents of this communication, including any attachments, are intended for the addressees only and may contain confidential information which may also be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without copying, retaining, forwarding, or otherwise distributing it or its contents.  Use of the information contained herein is restricted to the agreed upon purpose between the sender and addressee.  Thank you.",True,2025-11-19T18:01:24.000+0000,False,False,005OH0000088z1hYAA,2025-11-19T17:53:30.000+0000,005OH0000088z1hYAA,2025-11-19T18:01:24.000+0000,005OH0000088z1hYAA,2025-12-13T02:02:30.000+0000,(403)253-4840,,teraca.moffatt@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEoG5YAK,False,,23878811,0030A0000029dygQAA,0010A000002w2OgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Tan Error,Medium,"***DDS 2025-11-19***
User reports getting the SP Tan error.

==================================================================================

User's Name: Stephen Derek Judd
Email: stephen.judd@igpwm.ca
Phone: 403-617-0403
Code: 68727
User ID: JUDDST7

Application Number: 60892924-0
Application Type: Term product
 
==================================================================================

****Email Chain**",True,2025-11-19T18:04:36.000+0000,False,False,005OH00000AX0rVYAT,2025-11-19T17:55:16.000+0000,005OH00000AX0rVYAT,2025-11-19T21:37:32.000+0000,005OH00000AX0rVYAT,2025-11-19T21:37:32.000+0000,(403)253-4840,,stephen.judd@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEp2UYAS,False,,23879652,003G0000018f7xJIAQ,0010A000002wQ3UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:08:53.000+0000,False,False,0055o000001h4cFAAQ,2025-11-19T18:08:53.000+0000,0055o000001h4cFAAQ,2025-11-19T18:08:53.000+0000,0055o000001h4cFAAQ,2025-11-19T18:08:53.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEpotYAC,False,,23879500,0030A0000029X6LQAU,0010A000002vwlUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:06:43.000+0000,False,False,0050A000000WjqvQAC,2025-11-19T18:06:43.000+0000,0050A000000WjqvQAC,2025-11-19T18:06:44.000+0000,0050A000000WjqvQAC,2025-11-19T18:06:44.000+0000,(613)632-1196,(613) 678-7101,mmacduff73@gmail.com,(613)632-5940,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEpvJYAS,False,,23878951,0030A0000029V86QAE,0010A000002vv94QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Name: Michelle Power
Advisor or support staff: Advisor support
Advisor Code: 98903 MGA
Advisor Name: NATHAN GIESBRECHT (RO063)	
Phone: 403-597-4750 
Email: Michelle.Power@igpwm.ca		
1. Siebel verification: VERIFIED 
2. Last Login to Workspace: last week
Issue: just setup Workspace last monday/tried to sign in now. ERR-W1281. unable to re-set password.

FINDINGS/RESOLUTION:  ONLY 1 SFT PROFILE AND IT DOES NOT HAVE THE VIEW PARTNER PAGE.  
KB0020560, 
DID A LOG ME IN SESSION. 
she didn't want to clear cookies/cache and didn't have another browser other than edge to use. verified the link is correct.

she confirmed her user id is POWERM3@clext...and that she completed the steps to register. 
checked ISAM, USER STATUS IS LOCKED.
She registered on nov 17
KB0020858 - MGA - Validated users full name and Compensation Code.

CALLED ASSIST DESK/SPOKE TO JONATHAN TO CONFIRM IF THIS IS THE RIGH PATH. HE CONFIRMED. VALIDATE/RESET USER ID/ HAVE HER COMPLETE THE REGISTRATION FOR WORKSPACE.
KB0020858 - MGA - Validated users full name and Compensation Code.
reset the user id in ISAM. had her go through workspace registration/SIGNED IN BUT NOT PROMPTED TO SETUP AUTHENTICATOR. SIGNED OUT/CLEARED COOKIES CACHE, WENT TO THE CORRECT SITE, GETTING THE OPTION ONLY FOR 5 DIGIT CODE WHICH SHE RECEIVES AND SIGNED IN WITH. 


https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000Bwaj9YAB%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000XUjSzYAL%26cntc%3D003OH00000XUjSzYAL%26id%3D005OH00000Bwaj9YAB

ADVISED HER I WILL LOOK INTO AND GET BACK TO HER. 
NOTE: I had a similar issue earlier this week INC1856684. SENT LINK

asked her to try from another computer
WILL INVESTIGATE further ONCE SHE GETS BACK TO ME. 

RESOLUTION: JENNIFER/ELIESE CONFIRMED IN QUESTION CORNER - National account so they will get emailed a code--All national account users except for Primerica.

--------------------------------------***DDS  11/20/2025***--------------------------
Michelle called and emailed in. can't see any clients in workspace. she just registered yesterday, advised her she has to allow 24-48hrs to see the book of business.
i checked and confirmed TPA is seen in Siebel.
sent follow up too.
--------------------------------------***DDS  11/20/2025***--------------------------
Hello Michelle, 

Thanks for contacting us again.

As discussed, you’re not able to see any clients in Workspace currently.

Please note as you just registered for Workspace access yesterday, you will have to allow 24-48hrs before the advisor’s book of business is accessible in Workspace for you.

I’ve confirmed TPA access is seen for advisor code 98923 for NATHAN GIESBRECHT

Please allow up to 48hrs from when you registered yesterday afternoon, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/20/2025***--------------------------
HI Anita, 

Theres no client accounts under my login. When I search for people, nothing comes up. Even though it comes up on my co-workers. 


--------------------------------------***DDS  11/20/2025***--------------------------
Hello Michelle, thanks for your patience while we looked into this.

I’ve confirmed what you’re seeing is correct. 

As the advisor is a national account, when you sign into Workspace, you will indeed be presented with the message of a 5 digit code is sent to your email.

No further action is needed on this case as you’re able to sign into Workspace as intended, thanks for your patience and have a great day.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/20/2025***--------------------------
Thanks for the update, Michelle.

Can you please sign out, try to sign in from another device to check as well and let me know if you’re prompted to setup the authenticator.

Go to Advisor Workspace Login – Canada Life

If you’re still not prompted to setup the authenticator, please send me a screenshot if you’re given the 5 digit code option, where it says it will send the code. 

Let me know. Thanks

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/20/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  11/20/2025***--------------------------
Hello, 

Thank you for getting back to me. Now when I log in it doesn’t ask for verification at all. I just log right in. 

Kindly, 

Michelle Power 
Assistant 
Giesbrecht & Associates PWM 


--------------------------------------***DDS  11/19/2025***--------------------------
Hello Michelle,

Thank you for contacting Workspace Support today regarding not being able to sign in and receiving ERR-W1281.

During our LogMeIn session, it was determined your User ID you created, POWERM3 was locked. We completed verification, reset the User ID and had you completed the Workspace registration.

You were able to sign in and setup Multifactor Authentication using Microsoft Authenticator. 
You scanned the QR code, you were then presented with an unusual message saying “we sent a one-time verification code to your email” you checked your email, received the code, entered it and was able to sign into Workspace, as this is not the correct setup for MFA
We cleared the cookies/cache on your Edge browser, tried again and the same issue.
As discussed for now, please use this method to sign into Workspace while we investigate this further.
 In the meantime, please send me a screenshot of the page where it indicates the message that a verification code is being emailed to you/send me the complete screenshot of the page, thanks.
Also please try this link and let me know if you’re prompted to setup the Multifactor Authentication https://workspace.canadalife.com/s/login/?language=en_US
🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-20T17:21:05.000+0000,False,False,005OH00000AUS7aYAH,2025-11-19T17:57:42.000+0000,005OH00000AUS7aYAH,2025-11-20T20:45:22.000+0000,005OH00000AUS7aYAH,2025-11-20T20:45:22.000+0000,(403)253-4840,,nathan.giesbrecht@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEqOPYA0,False,,23881227,003G0000018f7gsIAA,0010A000002wPnRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR P202 - WSL,Medium,"User wants a product summary for a policy but the policy display a P202 error

onjour,
Nous avons reçu une mise à jour et le problème a maintenant été résolu.
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.
Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à workspacesupport@canadalife.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.

Merci, 
Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-888-999-4516  
C: Soutien_EspaceAffaires@canadavie.com
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




Bonjour,
Merci d’avoir contacté l’équipe d’assistance pour Espace Affaire au sujet de message d’erreur pour sortir un sommaire d’une police dans l’Espace Affaires.
Nous allons transmettre cela à notre équipe Laboratoire Digitale pour enquête et nous vous informerons dès que nous aurons une mise à jour.
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à workspacesupport@canadalife.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.

Merci, 
Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-888-999-4516  
C: Soutien_EspaceAffaires@canadavie.com
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hi @Workspace Service Leaders,

User below is trying to generate a product summary pdf but there is a P202 on the policy. 

Summary:

•	Username: Daniel Guillemette
•	Sf id:  0050A000001eDJRQA2
•	Asset #: 4729536
•	Asset ID: 02i0A000003KpgjQAC

Thanks!



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.





From: Squad Opérations <squadoperations@diversico.ca> 
Sent: Tuesday, November 18, 2025 12:32 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Sommaire à jour - Jean- François Guay - Contrat 4729536

Bonjour, Nous vous prions de nous fournir svp un sommaire à jour pour la police mentionnée en objet. Nous ne sommes pas en mesure de sortir le sommaire sur l'Espace Affaire, il y a un message d'erreur. Nous avons fait la demande à Relais,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Nous vous prions de nous fournir svp un sommaire à jour pour la police mentionnée en objet. Nous ne sommes pas en mesure de sortir le sommaire sur l'Espace Affaire, il y a un message d'erreur. Nous avons fait la demande à Relais, mais nous n'avons toujours rien reçu.

Merci et bonne journée,
 	Squad Opérations

Diversico Finances Humaines Inc. | Cabinet de services financiers

 squadoperations@diversico.ca

7005, Boulevard Taschereau, bureau 180 | Brossard | Québec | Canada | J4Z 1A7 |
T (450) 904-4755 | Sans frais: 1-800-357-0735 | F (514) 954-0505
www.diversico.ca
       
Unis dans la Révolution des Services Financiers

 

 

Le contenu de la présente communication, y compris tout fichier, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. / The contents of this communication, including any files, are confidential and may be privileged. If you are not the intended recipient (or if you are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this message without reading, copying, retransmitting, or recording its contents. Thank you. Please note: We have taken measures to protect against viruses, but we assume no responsibility for any loss or damage caused by the presence of a virus.",True,2026-01-02T18:12:47.000+0000,False,False,0055o000001zVCKAA2,2025-11-19T18:33:27.000+0000,0055o000001zVCKAA2,2026-01-02T18:12:47.000+0000,0055o000001zVCKAA2,2026-01-02T18:12:47.000+0000,(450)616-8804,(514) 947-1989,dg@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEsV3YAK,False,,23881319,003OH00000IjYrDYAV,001OH00000MyaFIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace feature,Medium,Assist line - Jon takeover the call,True,2025-11-19T18:49:05.000+0000,False,False,005OH00000BFPZHYA5,2025-11-19T18:34:53.000+0000,005OH00000BFPZHYA5,2025-11-19T18:49:06.000+0000,005OH00000BFPZHYA5,2025-11-19T18:49:06.000+0000,(438)345-5066,,fariba.a@sunplusfa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEthBYAS,False,,23879283,0030A0000029cgUQAQ,0010A000002w1KZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:03:25.000+0000,False,False,005OH0000084GETYA2,2025-11-19T18:03:25.000+0000,005OH0000084GETYA2,2025-11-19T18:03:25.000+0000,005OH0000084GETYA2,2025-11-19T18:03:25.000+0000,(416)722-1038,,josefinancial@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEwtdYAC,False,,23881249,003OH00000M98hkYAB,001OH00000QupiZYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration Primerica,Medium,"****DDS*** 11/19/2025
User calling regarding workspace registration as a Primerica user. Referred user to DM as they still do not have the registration letter. 


****email chain*****
Hello James, 

     Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. As mentioned, once you receive the registration letter from @Distribution Methodology, You can reach back out for assistance with registration If you have any questions, please don’t hesitate to reach out.
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T18:46:13.000+0000,False,False,005OH00000BFQFHYA5,2025-11-19T18:33:46.000+0000,005OH00000BFQFHYA5,2025-11-19T18:52:11.000+0000,005OH00000BFQFHYA5,2025-11-19T18:52:11.000+0000,(506)384-7728,,jmacdougall.cr957@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEx1dYAC,False,,23879637,0030A0000029VHAQA2,0010A000002vvEDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"*11/19*
----------------
KB0017316  
AMBULINCKX
Ariane Napoura

accounting@lifeplangroup.ca
a3220

calling to change my email address associated with my Workspace. 
they have not registered for workspace yet, just using their old ID in ISAM that was from repnet. 
reset pw in ISAM and emailed to user 
they were able to register for workspace and set up their authenticator 


*email*
----------------

Good afternoon Ariane, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to update an email address associated with your old Repnet user ID since you are returning to a role after 7 years. Since Repnet is no longer a functioning website, we were able to assist you with changing your password so you could register for Workspace. We walked you through the start of the registration process and you were able to finish it, set up your authenticator app, and log into Workspace successfully. Since you are a delegate, it can take 24 hours for delegation to feed through into your Workspace, this is likely 24 hours to the minute if you do not see it first thing in the morning tomorrow. If you have questions or concerns, please reply to this email.

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T19:05:14.000+0000,False,False,005OH000008919xYAA,2025-11-19T18:08:43.000+0000,005OH000008919xYAA,2025-11-19T19:05:14.000+0000,005OH000008919xYAA,2025-11-19T19:05:15.000+0000,(250)727-7197X229,(250) 882-7231,david@lifeplangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEyCFYA0,False,,23881288,0030A0000029n59QAA,0010A000002w9zZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:34:29.000+0000,False,False,005OH000005URvxYAG,2025-11-19T18:34:29.000+0000,005OH000005URvxYAG,2025-11-19T18:34:30.000+0000,005OH000005URvxYAG,2025-11-19T18:34:30.000+0000,(780)421-9255,,may@maychan.ca,(780)421-9256,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gEytmYAC,False,,23879997,0030A000009GhZwQAK,0010A00000AIYurQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-11-19***
User was having issues with SF Authenticator.
DDS disconnected Authenticator and assisted with reconnecting.
 
================================================================================
****Email Chain**
Bonjour Stephane,

Merci pour votre appel concernant votre problème d’Authentificateur.

Nous sommes très heureux que nous avons pu vous aider à déconnecter et reconnecter votre Authentificateur.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T18:29:35.000+0000,False,False,005OH00000AX0rVYAT,2025-11-19T18:14:02.000+0000,005OH00000AX0rVYAT,2025-11-19T18:29:35.000+0000,005OH00000AX0rVYAT,2025-11-19T18:29:35.000+0000,(418)376-7675,,stephane.morel1@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gF2R8YAK,False,,23880973,0030A0000029ZakQAE,0010A000002vyprQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:29:54.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T18:29:54.000+0000,005OH000007fgYjYAI,2025-11-19T18:29:55.000+0000,005OH000007fgYjYAI,2025-11-19T18:29:55.000+0000,(450)405-3006,,ginodesjardins@gdservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gF3yJYAS,False,,23880899,0031600002G6ks8AAB,0010A000002wNF5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:28:38.000+0000,False,False,0055o000001t1uPAAQ,2025-11-19T18:28:38.000+0000,0055o000001t1uPAAQ,2025-11-19T18:28:38.000+0000,0055o000001t1uPAAQ,2025-11-19T18:28:38.000+0000,(647)688-1627,(647) 688-1627,tim.chuang@radiantlifeinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gF5NOYA0,False,,23880886,003G0000018f6VQIAY,0010A000002wOS7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:28:28.000+0000,False,False,005OH00000245RQYAY,2025-11-19T18:28:28.000+0000,005OH00000245RQYAY,2025-11-19T18:28:29.000+0000,005OH00000245RQYAY,2025-11-19T18:28:29.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gF7YrYAK,False,,23880664,003OH00000TNCkcYAH,001OH00000Zm0YPYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:25:03.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T18:25:03.000+0000,005OH000007fgYjYAI,2025-11-19T18:25:03.000+0000,005OH000007fgYjYAI,2025-11-19T18:25:03.000+0000,(819)944-4414,,info@nathalieayotte.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gF8gPYAS,False,,23884013,0030A0000029ejkQAA,0010A000002w2zvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:17:09.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T19:17:09.000+0000,0050A000001o2WeQAI,2025-11-19T19:17:10.000+0000,0050A000001o2WeQAI,2025-11-19T19:17:10.000+0000,(506)857-7490,,account@optimalcentre.ca,(506)857-4737,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gF9ArYAK,False,,23880804,0030A00000BAT6dQAH,0010A00000BkltdQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Redirect to DM to obtain Act code for WS registration 
=============================
Hello Jingxuan, 

Thank you for contacting Workspace Support. In order to receive your activation code so you can proceed with registering for Workspace, you must contact Distribution_Methodology@canadalife.com and ask them to send you a copy of the “Welcome Email” that contains your advisor code and activation code. 

Once you have this information, you can proceed with registration on RepNet at the link here: Sign in | Canada Life. I have attached registration guides here. Should you require further assistance, you can respond to this email with your availability and contact info and we can walk you through it over the phone also. 

Your voice matters! Let us know what you thought about the quality of service provided by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T18:38:49.000+0000,False,False,005OH00000BFQFGYA5,2025-11-19T18:27:10.000+0000,005OH00000BFQFGYA5,2025-11-19T18:38:49.000+0000,005OH00000BFQFGYA5,2025-11-19T18:38:49.000+0000,(403)667-7615,,hamq2010@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gF9IzYAK,False,,23881967,003G0000018f6VQIAY,0010A000002wOS7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:45:01.000+0000,False,False,005OH00000245RQYAY,2025-11-19T18:45:01.000+0000,005OH00000245RQYAY,2025-11-19T18:45:01.000+0000,005OH00000245RQYAY,2025-11-19T18:45:01.000+0000,(514)833-3544,(514) 833-3544,sophieleblanc@mslservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFCALYA4,False,,23881167,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-11-19T18:37:12.000+0000,False,False,005OH000006uyEBYAY,2025-11-19T18:32:41.000+0000,005OH000006uyEBYAY,2025-11-19T18:37:12.000+0000,005OH000006uyEBYAY,2025-11-19T18:37:12.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFE8wYAG,False,,23881434,0030A000002fFOyQAM,0010A000003QKptQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:36:38.000+0000,False,False,0055o000001t1uPAAQ,2025-11-19T18:36:38.000+0000,0055o000001t1uPAAQ,2025-11-19T18:36:38.000+0000,0055o000001t1uPAAQ,2025-11-19T18:36:38.000+0000,(905)604-7177,4169998118,desmondluk@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFFOLYA4,False,,23881477,0030A000002fFOyQAM,0010A000003QKptQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:37:26.000+0000,False,False,0055o000001t1uPAAQ,2025-11-19T18:37:26.000+0000,0055o000001t1uPAAQ,2025-11-19T18:37:27.000+0000,0055o000001t1uPAAQ,2025-11-19T18:37:27.000+0000,(905)604-7177,4169998118,desmondluk@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFHunYAG,False,,23881718,003G0000018f6ZVIAY,0010A000002wOWaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,RE: INC1861635,True,2025-11-19T18:49:42.000+0000,False,False,005OH00000BFQFGYA5,2025-11-19T18:41:19.000+0000,005OH00000BFQFGYA5,2025-11-19T18:49:42.000+0000,005OH00000BFQFGYA5,2025-11-19T18:49:42.000+0000,(519)491-2120,5196278793,debergh@slaterwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFI1KYAW,False,,23883943,003G000001NrS5xIAF,0010A000002wSZDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:16:00.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T19:16:00.000+0000,0050A000001o2WeQAI,2025-11-19T19:16:00.000+0000,0050A000001o2WeQAI,2025-11-19T19:16:00.000+0000,(902)225-4733,(902) 225-4733,keith@klofinancialservices.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFJIJYA4,False,,23883218,0030A0000028x5NQAQ,0010A000002wSAYQA2,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,Request for Third Party Access,Medium,"****DDS****11/19/25

User will like to create a WS account for their support staff
Provided TPA form and instructions on how to proceed

===============================================================================

****Email Chain****

Bonjour Véronique,

Merci d’avoir contacté l’équipe du Soutien Technique de l’Espace Affaires.  

Pour donner accès à votre adjointe, veuillez remplir le formulaire ci-joint d’accès à titre de tiers retourné dument signé et complété à l’adresse courriel suivante : distribution_methodology@canadalife.com. Votre adjointe recevra un courriel de ce département contenant leur code d’activation avec les étapes à suivre. 

Si votre adjointe a besoin plus d’aide avec leur inscription sur Espace affaires, envoyer nous un courriel à CLWorkspaceSupport@canadalife.com lorsque ce sera le temps de faire cette étape et il nous fera plaisir d’assister. 

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Veronique Potvin <vpotvin@groupefinanciervp.com> 
Sent: November 19, 2025 9:04 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Accès pour mon adjointe

Bonjour, j'aimerais faire un accès pour mon adjointe sur espace affaires, est-ce possible ? Merci -- Véronique Potvin, B. A. A, Pl. Fin Représentante en épargne collective* Planificatrice financière Conseillère en sécurité financière Les Services
ZjQcmQRYFpfptBannerStart
Be careful with this message - Soyez prudent avec ce courriel. 
The sender's email domain has only been active for a short period of time and could be unsafe. - Le nom de domaine du courriel de l’expéditeur n’est actif que depuis peu de temps et pourrait ne pas être sûr. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
j'aimerais faire un accès pour mon adjointe sur espace affaires, est-ce possible ? 
Merci 

-- 
Véronique Potvin, B.A.A, Pl.Fin
Représentante en épargne collective*
Planificatrice financière
Conseillère en sécurité financière
Les Services Financiers Véronique Potvin 
256-2750 Chemin Ste-Foy
Québec, Qc, G1V 1V6
Bureau: 581-742-4700
Cellulaire: 418-609-2679
Fax: 581-742-4703
https://veroniquepotvin.com/
vpotvin.plfin@gmail.com

*Allez suivre notre page Facebook et Linkedin : Véronique Potvin, Planificatrice Financière *

**Rattaché auprès des Services en placements PEAK inc.
  

Véronique Potvin est une représentante en épargne collective rattachée à Services en placements PEAK Inc. Services en placements PEAK inc. est un courtier en épargne collective inscrit auprès de l’Organisme canadien de réglementation des investissements. Les activités de Services en placements PEAK Inc. couvrent les produits de placement, comme les fonds communs et les fonds négociés en bourse. L'information contenue dans le présent message est personnelle et confidentielle. Elle est destinée au seul usage de l’individu ou entité nommé ci-dessus. Toute lecture, copie, divulgation, appropriation ou dissémination du contenu de ce message par une autre personne que le destinataire est strictement défendu. Si vous avez reçu la communication par erreur, veuillez nous en informer immédiatement. Nous vous remercions pour votre collaboration.
Soyez avisé que Services en placements PEAK Inc. n’accepte aucune transaction par courrier électronique. Veuillez effectuer vos transactions par téléphone ou par télécopieur seulement. Vous pouvez cesser de recevoir des courriels de la part de Véronique Potvin en tout temps en lui transmettant un courriel avec l’instruction « désinscrire »",True,2025-11-19T19:04:22.000+0000,False,False,005OH0000097FtCYAU,2025-11-19T19:04:22.000+0000,005OH0000097FtCYAU,2025-11-19T19:04:52.000+0000,005OH0000097FtCYAU,2025-11-19T19:04:52.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFMMgYAO,False,,23884095,003G0000018f76zIAA,0010A000002wPAJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SETUP MGA WORKSPACE,Medium,"Name: Geoff Campbell 
Advisor or support staff: Advisor 
Advisor Code: F2436
Advisor Name: GEOFF SCOTT CAMPBELL	
Phone: 
Email: 	geoff@equisgroup.ca		
1. Siebel verification: VERIFIED
2. Last Login to Workspace:
Issue: Can sign into Workspace as MGA and Advisor Solutions. Received an email Oct 1st  to setup mga but he can already sign in. may have already done it 

FINDINGS:  he's not registered for mga workspace.

ADVISOR SOLUTIONS IS SETUP. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001gkZjQAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028xNDQAY%26cntc%3D0030A0000028xNDQAY%26id%3D0050A000001gkZjQAI

D7278 IS THE MGA. BUT HAS TEST DUMMY USER
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001pOviAAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H6XVAA0%26cntc%3D0035o000004H6XVAA0%26id%3D0055o000001pOviAAE

RECEIVED THE EMAIL FROM DM - GEOFFCAMPBELLMGA WAS THE USER NAME HE CREATED
DID A LOG ME IN, HAD HIM TRY TO REGISTER FOR MGA WORKSPACE NOW.

RESOLUTION:  HE WAS TO REGISTER/setup Microsoft authenticator. tested by having him sign out/in again. 

--------------------------------------***DDS  11/19/2025***--------------------------
Hello Geoff,

Thanks, you for contacting Canada Life today with regards to registering for your MGA Workspace.

During our log me in session I guided you to register, you were able to sign in, we setup your Microsoft Authenticator, had you sign out/in again to test with success.

Please also reach out to contracts&compensation@canadalife.com  to get any old information updated. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-19T19:53:03.000+0000,False,False,005OH00000AUS7aYAH,2025-11-19T19:18:28.000+0000,005OH00000AUS7aYAH,2025-11-19T19:53:03.000+0000,005OH00000AUS7aYAH,2025-11-19T19:53:03.000+0000,(902)877-6555,902-930-2730,geoff@equisgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFNXCYA4,False,,23884079,003OH00000PPRzbYAH,001OH00000UuC0YYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:18:13.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T19:18:13.000+0000,0050A000001o2WeQAI,2025-11-19T19:18:13.000+0000,0050A000001o2WeQAI,2025-11-19T19:18:13.000+0000,(506)474-2437,,brad.gallant@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFOWWYA4,False,,23883315,0030A0000029judQAA,0010A000002w7KqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustration inquiry,Medium,"****DDS****11/19/25 

User was unable to open an illustration
Used LogMeIn and directed user to click the 3 dots beside the illustration and showed the user the various options available (open, download, delete)
 
================================================================================================ 

****Email Chain****

Bonjour Jacques,

C’est Lawrie pour un petit suivi sur notre appel. Je suis heureuse d’avoir pu vous aider à accéder l’illustration pour votre client Bertrand.
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T19:31:54.000+0000,False,False,005OH0000097FtCYAU,2025-11-19T19:06:01.000+0000,005OH0000097FtCYAU,2025-11-19T19:31:54.000+0000,005OH0000097FtCYAU,2025-12-13T02:02:54.000+0000,(450)650-8505X11792,(514) 710-5858,jdaneau@lussier.co,(450)650-8515,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFQq1YAG,False,,23882657,0030A0000029lL3QAI,0010A000002w8VsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:55:40.000+0000,False,False,005OH000004oiYEYAY,2025-11-19T18:55:40.000+0000,005OH000004oiYEYAY,2025-11-19T18:55:40.000+0000,005OH000004oiYEYAY,2025-11-19T18:55:40.000+0000,(866)880-9883XExt127,5195723124,dougcerson@sentrygroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFR4ZYAW,False,,23884628,0030A0000029pqIQAQ,0010A000002wCCmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Address Update,Medium,"****DDS****11/19/2025
Asa reached out to confirm if an address change can be done for a client through workspace. DDS advised option is not available for companies but available for individual clients. 

****email chain****
Hello Debra,

     Thank you for calling Canada life workspace support, it was a pleasure assisting you today. After further review, looks like the option to update a client address is available on workspace. The reason it wasn’t showing up on the selected profile during the logmein session is because, the selected client was a “company”,  address updates for companies are handled by the client service centre, that can reached at 1-888-252-1847. You should be able to update your individual client policies just fine on workspace. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T19:52:15.000+0000,False,False,005OH00000BFQFHYA5,2025-11-19T19:26:56.000+0000,005OH00000BFQFHYA5,2025-11-19T19:52:15.000+0000,005OH00000BFQFHYA5,2025-11-19T19:52:15.000+0000,(250)667-4511,(250) 618-0386,david@rockmoorwealth.com,(250)585-2090,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFS0cYAG,False,,23882787,003OH00000UMTN8YAP,001OH00000b2HnVYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T18:57:42.000+0000,False,False,005OH000004oiYEYAY,2025-11-19T18:57:42.000+0000,005OH000004oiYEYAY,2025-11-19T18:57:43.000+0000,005OH000004oiYEYAY,2025-11-19T18:57:43.000+0000,(519)222-5633,,mitchellthomas6868@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFSFFYA4,False,,23887358,003G0000018f7I9IAI,0010A000002wPNPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:08:56.000+0000,False,False,0055o000001t1uPAAQ,2025-11-19T20:08:56.000+0000,0055o000001t1uPAAQ,2025-11-19T20:08:56.000+0000,0055o000001t1uPAAQ,2025-11-19T20:08:56.000+0000,(905)407-3273,(905) 407-3273,may.du@helpingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFTJGYA4,False,,23883125,0030A0000029UqbQAE,0010A000002vutuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:02:55.000+0000,False,False,005OH000004oiYEYAY,2025-11-19T19:02:55.000+0000,005OH000004oiYEYAY,2025-11-19T19:02:56.000+0000,005OH000004oiYEYAY,2025-11-19T19:02:56.000+0000,(519)232-4465,,shirley.watson@dfsin.ca,(519)232-4465,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFTMVYA4,False,,23883691,0030A0000029dNmQAI,0010A000002w1w3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"WS Registration completed successfully 
=====================
Hello Theresa, 

Thank you for contacting Workspace Support. It was our pleasure to have assisted you in registering and gaining access to your Workspace account. 

Your voice matters. Let us know what you thought about the service today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T19:59:59.000+0000,False,False,005OH00000BFQFGYA5,2025-11-19T19:12:06.000+0000,005OH00000BFQFGYA5,2025-11-19T19:59:59.000+0000,005OH00000BFQFGYA5,2025-11-19T19:59:59.000+0000,(778)892-3882,(778) 892-3882,szetotheresa@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFThWYAW,False,,23885731,0030A0000029bE5QAI,0010A000002w0FVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:43:13.000+0000,False,False,0055o000001t1uPAAQ,2025-11-19T19:43:13.000+0000,0055o000001t1uPAAQ,2025-11-19T19:43:13.000+0000,0055o000001t1uPAAQ,2025-11-19T19:43:13.000+0000,(416)697-9348,(416) 897-9348,hellolulu148@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFUFJYA4,False,,23882988,003OH00000VWEimYAH,001OH00000cRT3KYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Good day Debbie,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we disconnected your authenticator from your old device, reconnected it in your new device then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T19:09:31.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T19:00:57.000+0000,005OH00000AbCcLYAV,2025-11-19T19:11:17.000+0000,005OH00000AbCcLYAV,2025-11-19T19:11:17.000+0000,(514)227-2700X242,,debbie.odorico@twmgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFUf9YAG,False,,23886011,003OH0000080eoxYAA,001OH000009n7PrYAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Michaela,

As mentioned in my previous email, please see below for your password-protected Excel file:
2MEJHFARXJ

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Michaela,

Please find the attached file of the requested Wealth and Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Lahzia,

Thank you for your response.

This request is now complete and sent to the advisors.


Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Seder, Lahzia <Lahzia.Seder@canadalife.com> 
Sent: November 19, 2025 12:15 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Jim Brownlee <jim@qpg.ca>; Brownlee, Michaela <michaela@qpg.ca>; Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: AUA query /Case23766212

Good Morning,

Please find below Jim, Michaela, and their Corp’s advisor codes. Please advise if you require anything further.

Jim’s codes:
Investments: LL 20657, Quadrus 18406
Insurance: CL-F5032, LL-20657

Quantum Planning Group code: 
Insurance and Segs : LL 18702

Michaela’s Codes:
Investments: Quadrus18819 
Insurance: CL- F6805


Thank you,


Lahzia Seder
Advisor Support Associate | Advisor Support Program
lahzia.seder@canadalife.com | 403-515-5940

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage

________________________________________
From: BusinessReporting <BusinessReporting@canadalife.com>
Sent: Friday, November 14, 2025 10:12:06 AM
To: Michaela Brownlee <michaela@qpg.ca>; Jim Brownlee <jim@qpg.ca>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: AUA query /Case23766212 
 
Good morning Jim and Michaela,
 
Our team handle Wealth and/or Insurance Client Listings report to external (field) users. Could you please provide us the advisor’s name and advisor codes (ex. Canada Life, MGA, Producer, ADSL, five-characters long) for us to look into? And please let us know the report is for which type of business (Wealth/Insurance).
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: Healy, Tara <Tara.Healy@advicecanada.com> 
Sent: November 12, 2025 1:26 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Jim Brownlee <jim@qpg.ca>; Brownlee, Michaela <michaela@qpg.ca>
Subject: FW: AUA query
 
Hello Wealth Reporting hoping that you can help run an AUA report as per the below thanks! 
 
Thank you,
Tara
 
Tara Healy 
Business Development Consultant | Alberta
Tara.Healy@advicecanada.com | 403-750-2113
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy
 
 
From: Jim Brownlee 
Sent: November 6, 2025 5:21 PM
To: Healy, Tara 
Cc: Brownlee, Michaela 
Subject: [EXT] RE: AUA query
 
Hi Tara. Just looping back on this email from last week. Thanks for providing some direction. Jim From: Jim Brownlee Sent: October 30, 2025 1: 25 PM To: Healy, Tara <tara. healy@ advicecanada. com> Cc: Michaela Brownlee <michaela@ qpg. ca>
Hi Tara. Just looping back on this email from last week. Thanks for providing some direction. 
 
Jim
 
From: Jim Brownlee 
Sent: October 30, 2025 1:25 PM
To: Healy, Tara <tara.healy@advicecanada.com>
Cc: Michaela Brownlee <michaela@qpg.ca>
Subject: AUA query
 
HI Tara. If we wanted to know our full AUA with both CL and Quadrus, is there a place we go to see this? Thanks very much. 
 
Jim Brownlee, CFP, CLU, CH.F.C.
Principal
Quantum Planning Group Inc.
jim@qpg.ca
403-860-1495
Suite 200, 229 – 11 Avenue SE
Calgary, AB, T2G 0Y1
 
 
 
Insurance – Wealth – Estate
 
www.qpg.ca
 
Assistant:
Lahzia Seder
Lahzia.seder@advicecanada.com",True,2025-11-19T19:47:10.000+0000,False,False,005OH0000071DK9YAM,2025-11-19T19:47:10.000+0000,005OH0000071DK9YAM,2025-11-19T19:47:11.000+0000,005OH0000071DK9YAM,2025-11-19T19:47:11.000+0000,(778)679-8552,,michaela@qpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFVRaYAO,False,,23886135,0030A00000CeKY3QAN,0010A00000DFlqiQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:49:20.000+0000,False,False,005OH000002iJPDYA2,2025-11-19T19:49:20.000+0000,005OH000002iJPDYA2,2025-11-19T19:49:21.000+0000,005OH000002iJPDYA2,2025-11-19T19:49:21.000+0000,(604)767-1322,,gregmow@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFWygYAG,False,,23883878,0030A000006kCf4QAE,001G000000uv4kBIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:15:11.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T19:15:11.000+0000,0050A000001o2WeQAI,2025-11-19T19:15:11.000+0000,0050A000001o2WeQAI,2025-11-19T19:15:11.000+0000,(506) 858-5959,,bobby.leblanc@sunlife.com,(506) 834-0301,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFZIEYA4,False,,23883487,0030A0000029VwZQAU,0010A000002vvngQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA Training Request (Advisor),Medium,"Hi Amy, 

If I understand correctly you would like to learn how to submit service requests through Workspace?

Unfortunately this feature is not yet available in Workspace MGA accounts. 

However, if you would still like to schedule a training session, I will be glad to schedule a training session with you. 
To book a Workspace training session, please provide the following:
·                  A few dates and times for booking the training session
·                  Best number to reach you 
·                  Your time zone
·                  Any topic you would like to have training on during this call (if nothing specific, we will do an overview of Workspace and its features)
Have a wonderful day!
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Amy Zheng <amyzheng757@gmail.com> 
Sent: Wednesday, November 19, 2025 11:42 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Additional assistance required - C23883487

Who: FU YAN ZHENG Topic: Workspace Support Would you like additional training on Workspace/Salesforce? Yes What can we help you learn more about in Workspace?: To post service request Amy Zheng Working for Canadian Families and Small Businesses!
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Who: FU YAN ZHENG
Topic: Workspace Support
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:  To post service request
Amy Zheng

Working for Canadian Families and Small Businesses!
家庭和小生意的贴心顾问
Cell: 647-700-6838


Hi Fuyan, 

Thank you for reaching out to the Workspace Support team to schedule a training session. 

To book a Workspace training session, please provide the following:

•	A few dates and times for booking the training session
•	Best number to reach you 
•	Your time zone
•	Any topic you would like to have training on during this call (if nothing specific, we will do an overview of Workspace and its features)

Have a wonderful day. 😊

 I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, November 18, 2025 3:30 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: FU YAN ZHENG Topic: Workspace Support Would you like additional training on Workspace/Salesforce? Yes
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: FU YAN ZHENG
Topic: Workspace Support
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:",True,2025-11-19T19:08:49.000+0000,False,False,0055o000001zVCKAA2,2025-11-19T19:08:49.000+0000,0055o000001zVCKAA2,2025-11-21T23:52:34.000+0000,0055o000001zVCKAA2,2025-11-21T23:52:34.000+0000,(647)700-6838,,amyzheng757@gmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFZuvYAG,False,,23883540,0030A0000029ecAQAQ,0010A000002w2uvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:09:49.000+0000,False,False,0055o000001t1uPAAQ,2025-11-19T19:09:49.000+0000,0055o000001t1uPAAQ,2025-11-19T19:09:49.000+0000,0055o000001t1uPAAQ,2025-11-19T19:09:49.000+0000,(647)809-4133,(647) 809-4133,brianq.live@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFaivYAC,False,,23883633,0030A0000029n9LQAQ,0010A000002wA32QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:11:10.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T19:11:10.000+0000,0050A000001o2WeQAI,2025-11-19T19:11:10.000+0000,0050A000001o2WeQAI,2025-11-19T19:11:10.000+0000,(506)857-8055,(506) 644-8450,grattan.cosman@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFcw6YAC,False,,23887329,0030A0000029ct9QAA,0010A000002w1UeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:08:28.000+0000,False,False,005OH000004Ir1xYAC,2025-11-19T20:08:28.000+0000,005OH000004Ir1xYAC,2025-11-19T20:08:29.000+0000,005OH000004Ir1xYAC,2025-11-19T20:08:29.000+0000,(403)444-4904,5198412811,beverly@yourfamilycfo.ca,(519)821-9822,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFf2mYAC,False,,23887691,0030A0000029iPwQAI,0010A000002w69NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:13:57.000+0000,False,False,005OH000004oiYEYAY,2025-11-19T20:13:57.000+0000,005OH000004oiYEYAY,2025-11-19T20:13:58.000+0000,005OH000004oiYEYAY,2025-11-19T20:13:58.000+0000,(519)546-5817,(519) 348-9873,chad.webber@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFf7XYAS,False,,23884340,0035o000006vvURAAY,0015o000007YB4pAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlock Workspace Account,Medium,"***DDS 2025-11-19***
User's account is locked.
DDS had advisor call back to confirm identity.
DDS also advised user on how to gain new Workspace access for MA.
 
================================================================================
****Email Chain**
Bonjour Gina et Francis,

Merci pour votre appel concernant votre compte d’Espace Affaires.

Comme nous en avons discuté, Francis doit nous téléphoner pour qu’on puisse confirmer son identité pour débloquer son compte Espace Affaires.

Si vous voulez faire une demande pour un nouveau compte pour Gina, remplissez le formulaire attaché et envoyez-le à Distribution_Methodology@canadalife.com.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T19:33:30.000+0000,False,False,005OH00000AX0rVYAT,2025-11-19T19:22:21.000+0000,005OH00000AX0rVYAT,2025-11-19T19:33:30.000+0000,005OH00000AX0rVYAT,2025-11-19T19:33:30.000+0000,(418)692-0434,,fpelletier@groupeverrier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFhu7YAC,False,,23886502,0030A0000029a1tQAA,0010A000002vzFtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration,Medium,"Activation ID is not working after trying to assist the caller with registration. advised to reach DM to check the status of the activation ID

================

Hi Heather,

Thank you for contacting the workspace support about registering to workspace.

We were able to confirm that you have your activation ID/ RepNet ID and tried to reset password as well to see if we can proceed in registering to workspace however the system is not letting us go through. Please reach out again to the distribution_methodology@canadalife.com to let them know that the activation code is not working so they may be able to check the status.

This must be very frustrating on your part, and I sincerely apologise for the inconvenience. Once you have the confirmation from the Distribution Methodology team you can always reach back to us if you need further assistance. Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-19T20:21:12.000+0000,False,False,005OH00000BFPZHYA5,2025-11-19T19:55:22.000+0000,005OH00000BFPZHYA5,2025-11-19T20:32:27.000+0000,005OH00000BFPZHYA5,2025-11-19T20:32:27.000+0000,(519)621-6994,,,(519)621-8561,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
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500OH00000gFl3NYAS,False,,23887632,0030A0000029iPwQAI,0010A000002w69NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:12:51.000+0000,False,False,005OH000004oiYEYAY,2025-11-19T20:12:51.000+0000,005OH000004oiYEYAY,2025-11-19T20:12:52.000+0000,005OH000004oiYEYAY,2025-11-19T20:12:52.000+0000,(519)546-5817,(519) 348-9873,chad.webber@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFlPpYAK,False,,23884670,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration (ERR-W1281),Medium,"User is trying to register for a Workspace account but receiving an error message. User needs to wait 48hours after registering for UserID.

Email: jglacyshier@execulink.com
Code: A8462

*********************************************
Good afternoon, John 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace registration!

Once registered, you will need to wait 48 hours before you are able to register for Workspace. To complete your Workspace registration, please follow this link and select 'Register now'. https://workspace.canadalife.com/

If you have any questions or need further assistance, we’re here to help!

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T19:47:29.000+0000,False,False,005OH00000BG5v4YAD,2025-11-19T19:27:32.000+0000,005OH00000BG5v4YAD,2025-11-19T19:47:29.000+0000,005OH00000BG5v4YAD,2025-11-19T19:47:29.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFmddYAC,False,,23884801,003G0000020tUt9IAE,0010A000002wT7iQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected Calls,Medium,Caller called DDS by mistake they needed CSC,True,2025-11-19T19:33:16.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T19:29:22.000+0000,005OH00000AbCcLYAV,2025-11-19T19:33:16.000+0000,005OH00000AbCcLYAV,2025-11-19T19:33:16.000+0000,(905)531-8796,,joel@farrowpension.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFnOPYA0,False,,23884877,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:30:28.000+0000,False,False,0055o000001NWfMAAW,2025-11-19T19:30:28.000+0000,0055o000001NWfMAAW,2025-11-19T19:30:28.000+0000,0055o000001NWfMAAW,2025-11-19T19:30:28.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFqSjYAK,False,,23885159,003OH00000T5JJ6YAN,001OH00000ZPgvxYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:34:59.000+0000,False,False,005OH000007fgYjYAI,2025-11-19T19:34:59.000+0000,005OH000007fgYjYAI,2025-11-19T19:35:00.000+0000,005OH000007fgYjYAI,2025-11-19T19:35:00.000+0000,(450)973-8222,,mihai@gestionlv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFrS1YAK,False,,23885239,0030A0000029bg5QAA,0010A000002w0YEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA issue,Medium,"Good day Kane,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we disconnected your authenticator from your old device, reconnected it in your new device then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T19:51:24.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T19:36:03.000+0000,005OH00000AbCcLYAV,2025-11-19T19:51:25.000+0000,005OH00000AbCcLYAV,2025-11-19T19:51:25.000+0000,(306)665-2391,(306) 222-3195,kane@gtcfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFsG7YAK,False,,23888153,0030A0000029a4zQAA,0010A000002vzIfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:21:15.000+0000,False,False,0055o000001t1uPAAQ,2025-11-19T20:21:15.000+0000,0055o000001t1uPAAQ,2025-11-19T20:21:15.000+0000,0055o000001t1uPAAQ,2025-11-19T20:21:15.000+0000,(416)543-7767,,simondlau@gmail.com,(905)737-8621,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFtP0YAK,False,,23885424,003G0000018f6ZZIAY,0010A000002wOWeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Jim,

As mentioned in my previous email, please see below for your password-protected Excel file:
6ZHR4LCXJR

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Jim,

Please find the attached file of the requested Wealth and Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Lahzia,

Thank you for your response.

This request is now complete and sent to the advisors.


Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Seder, Lahzia <Lahzia.Seder@canadalife.com> 
Sent: November 19, 2025 12:15 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Jim Brownlee <jim@qpg.ca>; Brownlee, Michaela <michaela@qpg.ca>; Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: AUA query /Case23766212

Good Morning,

Please find below Jim, Michaela, and their Corp’s advisor codes. Please advise if you require anything further.

Jim’s codes:
Investments: LL 20657, Quadrus 18406
Insurance: CL-F5032, LL-20657

Quantum Planning Group code: 
Insurance and Segs : LL 18702

Michaela’s Codes:
Investments: Quadrus18819 
Insurance: CL- F6805


Thank you,


Lahzia Seder
Advisor Support Associate | Advisor Support Program
lahzia.seder@canadalife.com | 403-515-5940

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage

________________________________________
From: BusinessReporting <BusinessReporting@canadalife.com>
Sent: Friday, November 14, 2025 10:12:06 AM
To: Michaela Brownlee <michaela@qpg.ca>; Jim Brownlee <jim@qpg.ca>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: AUA query /Case23766212 
 
Good morning Jim and Michaela,
 
Our team handle Wealth and/or Insurance Client Listings report to external (field) users. Could you please provide us the advisor’s name and advisor codes (ex. Canada Life, MGA, Producer, ADSL, five-characters long) for us to look into? And please let us know the report is for which type of business (Wealth/Insurance).
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: Healy, Tara <Tara.Healy@advicecanada.com> 
Sent: November 12, 2025 1:26 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Jim Brownlee <jim@qpg.ca>; Brownlee, Michaela <michaela@qpg.ca>
Subject: FW: AUA query
 
Hello Wealth Reporting hoping that you can help run an AUA report as per the below thanks! 
 
Thank you,
Tara
 
Tara Healy 
Business Development Consultant | Alberta
Tara.Healy@advicecanada.com | 403-750-2113
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy
 
 
From: Jim Brownlee 
Sent: November 6, 2025 5:21 PM
To: Healy, Tara 
Cc: Brownlee, Michaela 
Subject: [EXT] RE: AUA query
 
Hi Tara. Just looping back on this email from last week. Thanks for providing some direction. Jim From: Jim Brownlee Sent: October 30, 2025 1: 25 PM To: Healy, Tara <tara. healy@ advicecanada. com> Cc: Michaela Brownlee <michaela@ qpg. ca>
Hi Tara. Just looping back on this email from last week. Thanks for providing some direction. 
 
Jim
 
From: Jim Brownlee 
Sent: October 30, 2025 1:25 PM
To: Healy, Tara <tara.healy@advicecanada.com>
Cc: Michaela Brownlee <michaela@qpg.ca>
Subject: AUA query
 
HI Tara. If we wanted to know our full AUA with both CL and Quadrus, is there a place we go to see this? Thanks very much. 
 
Jim Brownlee, CFP, CLU, CH.F.C.
Principal
Quantum Planning Group Inc.
jim@qpg.ca
403-860-1495
Suite 200, 229 – 11 Avenue SE
Calgary, AB, T2G 0Y1
 
 
 
Insurance – Wealth – Estate
 
www.qpg.ca
 
Assistant:
Lahzia Seder
Lahzia.seder@advicecanada.com",True,2025-11-19T19:38:36.000+0000,False,False,005OH0000071DK9YAM,2025-11-19T19:38:36.000+0000,005OH0000071DK9YAM,2025-11-19T19:38:36.000+0000,005OH0000071DK9YAM,2025-11-19T19:38:36.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFuMlYAK,False,,23888895,0035o000006vvURAAY,0015o000007YB4pAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-unlock account and password reset,Medium,"**DDS**11/19/2025
user cal to unlock his account.
authenticated user and proceed with unlocked and reset password.
he also inquired regarding delegation.
Email===========
Bonjour Francis,

Merci d’avoir contacté le support de l’espace concernant votre soucis avec espace affaire, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous déverrouillons votre compte et réinitialisons votre mot de passe.

Nous connectons également votre compte au compte Microsoft Authenticator.

Vous avez pu vous connecter et accéder à votre compte

Pour le délegation de votre personnel de soutien veuillez retourner le formulaire à la DM Distribution_Methodology@canadalife.com en demandant l’accès d’un tiers pour votre personnel de soutien.

vous pouvez également cliquer sur le lien ci-dessous pour remplir le formulaire en ligne et soumettre directement
https://www.acp.canadalife.com/content/dam/advisors/secure/documents/compensation/fr_ca/mga-na/formulaire-dacces-a-titre-de-tiers.pdf

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T21:00:33.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-19T20:34:00.000+0000,005OH00000AZ3ZxYAL,2025-11-19T21:00:34.000+0000,005OH00000AZ3ZxYAL,2025-11-19T21:00:34.000+0000,(418)692-0434,,fpelletier@groupeverrier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gFzSnYAK,False,,23885958,003G0000018f6nFIAQ,0010A000002wOp2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:46:26.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T19:46:26.000+0000,0050A000001o2WeQAI,2025-11-19T19:46:27.000+0000,0050A000001o2WeQAI,2025-11-19T19:46:27.000+0000,(506)648-9995,(506) 608-7597,roger@trinityroyalfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gG1HmYAK,False,,23890887,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:08:22.000+0000,False,False,005OH000005URvxYAG,2025-11-19T21:08:22.000+0000,005OH000005URvxYAG,2025-11-19T21:08:22.000+0000,005OH000005URvxYAG,2025-11-19T21:08:22.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gG2KJYA0,False,,23889714,0030A0000029iPwQAI,0010A000002w69NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:47:50.000+0000,False,False,005OH000004oiYEYAY,2025-11-19T20:47:50.000+0000,005OH000004oiYEYAY,2025-11-19T20:47:51.000+0000,005OH000004oiYEYAY,2025-11-19T20:47:51.000+0000,(519)546-5817,(519) 348-9873,chad.webber@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gG3JZYA0,False,,23889232,0030A0000029YsGQAU,0010A000002vyE9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DSFA final screen,Medium,"****DDS*** 11/19/2025
Asa reached out to verify what to do on the final screen on DSFA application. DDS provided guide and referred to wealth RSA for assistance

****email chain***

Hello Anita, 

     Thank you calling workspace support, it was a pleasure assisting today. As discussed, to verify what option to select for the DSFA application final screen, you can review this DSFA guide Digital segregated fund application (canadalife.com) . If after review, you still need more clarification, you can try reaching to your wealth RSA Sarah Gharbi sarra.gharbi@canadavie.com. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T20:39:44.000+0000,False,False,005OH00000BFQFHYA5,2025-11-19T20:39:44.000+0000,005OH00000BFQFHYA5,2025-11-19T20:41:54.000+0000,005OH00000BFQFHYA5,2025-11-19T20:41:54.000+0000,(514)231-6680,,david@sklivas.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gG5RlYAK,False,,23886551,003OH00000X3GdCYAV,001OH00000ex65cYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T19:56:20.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T19:56:20.000+0000,0050A000001o2WeQAI,2025-11-19T19:56:20.000+0000,0050A000001o2WeQAI,2025-11-19T19:56:20.000+0000,(902)574-8607,,simon@cgordoncapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gG5pzYAC,False,,23889758,0030A000008YZ9DQAW,0010A000009SzT2QAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Registered for WS as MGA
=======================
Bonjour Julien,

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à enregistrer et accéder à votre compte Workspace.

Votre opinion compte. Faites-nous savoir ce que vous pensez de la qualité du service fourni en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T21:04:03.000+0000,False,False,005OH00000BFQFGYA5,2025-11-19T20:48:32.000+0000,005OH00000BFQFGYA5,2025-11-19T21:04:04.000+0000,005OH00000BFQFGYA5,2025-11-19T21:04:04.000+0000,(819)373-0365,,julien@julienfc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gG81RYAS,False,,23886795,003OH00000BYlEPYA1,001OH00000DugmoYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:00:12.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T20:00:12.000+0000,0050A000001o2WeQAI,2025-11-19T20:00:12.000+0000,0050A000001o2WeQAI,2025-11-19T20:00:12.000+0000,(902)778-2055,,isaac@comeauwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGAhaYAG,False,,23887185,003OH00000WaPDmYAN,001OH00000e15wgYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:06:10.000+0000,False,False,005OH000004Ir1xYAC,2025-11-19T20:06:10.000+0000,005OH000004Ir1xYAC,2025-11-19T20:06:10.000+0000,005OH000004Ir1xYAC,2025-11-19T20:06:10.000+0000,(403)619-9818,,b_l_krull@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGBFWYA4,False,,23889200,003G0000018f6p6IAA,0010A000002wOqpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:39:20.000+0000,False,False,005OH000006owoYYAQ,2025-11-19T20:39:20.000+0000,005OH000006owoYYAQ,2025-11-19T20:39:21.000+0000,005OH000006owoYYAQ,2025-11-19T20:39:21.000+0000,(306)630-4725,(306) 630-4725,roberta@fongerwealthmanagement.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGC6gYAG,False,,23887153,0030A0000029mkBQAQ,0010A000002w9i8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Transaction summary,Medium,"User is requesting for a transaction summary report in Workspace that he can print off. No options available in Workspace, other that the 'summary'. Refer KB0021915.  

Email: bill.jory@ipcc.org 

*************************************************
Good afternoon, Bill

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the transaction summary!
 
Unfortunately, there is no available transaction summary that you can print off in Workspace. I would suggest contacting WealthReportingSupport@canadalife.com to see if there are any solution or options available. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T20:18:02.000+0000,False,False,005OH00000BG5v4YAD,2025-11-19T20:05:30.000+0000,005OH00000BG5v4YAD,2025-11-19T20:22:21.000+0000,005OH00000BG5v4YAD,2025-11-19T20:22:21.000+0000,(613)836-0303,(613) 220-6625,bill.jory@joryfinancial.com,(613)836-0330,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGDdqYAG,False,,23887477,0030A0000029fmhQAA,0010A000002w3seQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:10:31.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T20:10:31.000+0000,0050A000001o2WeQAI,2025-11-19T20:10:31.000+0000,0050A000001o2WeQAI,2025-11-19T20:10:31.000+0000,(902)489-6994,,tracy.arsenault@sterlingbrokers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGFfhYAG,False,,23888197,003G0000018f6SiIAI,0010A000002wOP2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset,Medium,"Good day,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

Just a recap of what we did, we unlocked your account, reset your password, and logged you in your Workspace account successfully. 

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T20:33:26.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T20:22:16.000+0000,005OH00000AbCcLYAV,2025-11-19T20:33:26.000+0000,005OH00000AbCcLYAV,2025-11-19T20:33:26.000+0000,(780)784-4393,(780) 784-4393,dknysh@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGGGkYAO,False,,23888677,0030A0000029gA6QAI,0010A000002w4E2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:30:37.000+0000,False,False,0055o000001NWfMAAW,2025-11-19T20:30:37.000+0000,0055o000001NWfMAAW,2025-11-19T20:30:37.000+0000,0055o000001NWfMAAW,2025-11-19T20:30:37.000+0000,(416)722-3837,,garyfarwaha@gmail.com,(905)703-1566,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGHjAYAW,False,,23889964,0035o000005I2l9AAC,0015o000005qxNGAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:52:12.000+0000,False,False,005OH000005URvxYAG,2025-11-19T20:52:12.000+0000,005OH000005URvxYAG,2025-11-19T20:52:13.000+0000,005OH000005URvxYAG,2025-11-19T20:52:13.000+0000,(403)809-4890,,lindsay@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGHpVYAW,False,,23887671,003G0000018f6gRIAQ,0010A000002wOeSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:13:26.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T20:13:26.000+0000,0050A000001o2WeQAI,2025-11-19T20:13:27.000+0000,0050A000001o2WeQAI,2025-11-19T20:13:27.000+0000,(902)422-1631X270,(902) 277-1413,ross@rossdemont.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGHrDYAW,False,,23891876,0030A0000029hO8QAI,0010A000002w5IkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing request/follow up,Medium,"redirect 

**EMAIL**

Good afternoon Shawna,

Our team received your request from Inforce Life Client Service-London team regarding a GWL code Insurance Client Listings report. Unfortunately, this code is no longer active. If further assistance is needed, please reach out to Contracts&Compensation@canadalife.com.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-19T21:28:44.000+0000,False,False,005OH0000071DK9YAM,2025-11-19T21:28:44.000+0000,005OH0000071DK9YAM,2025-11-19T21:53:55.000+0000,005OH0000071DK9YAM,2025-11-19T21:53:55.000+0000,(613)634-3191X2,,shawna@parasolfs.ca,(613)634-4465,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGLGTYA4,False,,23890694,003G0000018f6z6IAA,0010A000002wP1kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:04:52.000+0000,False,False,005OH000004Ir1xYAC,2025-11-19T21:04:52.000+0000,005OH000004Ir1xYAC,2025-11-19T21:04:53.000+0000,005OH000004Ir1xYAC,2025-11-19T21:04:53.000+0000,(403) 261-4690 ext 457,,joey@tievoliwealth.ca,(403) 265-5984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGM9HYAW,False,,23888457,003G0000018f6gZIAQ,0010A000002wOgvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:26:42.000+0000,False,False,005OH00000245ROYAY,2025-11-19T20:26:42.000+0000,005OH00000245ROYAY,2025-11-19T20:26:42.000+0000,005OH00000245ROYAY,2025-11-19T20:26:42.000+0000,(519)336-0999,(226) 927-6325,arun@barillandcompany.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGN6yYAG,False,,23890849,003OH00000JvgvkYAB,001OH00000OMViZYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:07:35.000+0000,False,False,005OH000004Ir1xYAC,2025-11-19T21:07:35.000+0000,005OH000004Ir1xYAC,2025-11-19T21:07:36.000+0000,005OH000004Ir1xYAC,2025-11-19T21:07:36.000+0000,(587)952-1888,,joey@tievoliwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGNA9YAO,False,,23888201,0030A0000029a4zQAA,0010A000002vzIfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:22:18.000+0000,False,False,0055o000001t1uPAAQ,2025-11-19T20:22:18.000+0000,0055o000001t1uPAAQ,2025-11-19T20:22:19.000+0000,0055o000001t1uPAAQ,2025-11-19T20:22:19.000+0000,(416)543-7767,,simondlau@gmail.com,(905)737-8621,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGNACYA4,False,,23888463,003OH00000Vml4QYAR,001OH00000cmvUYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:26:51.000+0000,False,False,005OH000004Ir1xYAC,2025-11-19T20:26:51.000+0000,005OH000004Ir1xYAC,2025-11-19T20:26:52.000+0000,005OH000004Ir1xYAC,2025-11-19T20:26:52.000+0000,(437)988-2748,,neerajgiri@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGNrhYAG,False,,23888261,0031600002G4XqPAAV,0010A000002wNEnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:23:38.000+0000,False,False,0055o000001t1uPAAQ,2025-11-19T20:23:38.000+0000,0055o000001t1uPAAQ,2026-02-05T21:20:48.000+0000,0055o000001t1uPAAQ,2026-02-05T21:20:48.000+0000,(905)480-0344,(416) 592-0194,karen.mccarrol@lazarwealth.com,(905)480-0328,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGO7qYAG,False,,23889344,003G0000018f7x8IAA,0010A000002wQ3JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to see a created new business application,Medium,"After doing a log me in session and doing TS steps, issue is not resolve, case was take over by assist line, Jason to escalate the case",True,2025-11-19T21:55:06.000+0000,False,False,005OH00000BFPZHYA5,2025-11-19T20:41:44.000+0000,005OH00000BFPZHYA5,2025-11-19T21:55:07.000+0000,005OH00000BFPZHYA5,2025-11-19T21:55:07.000+0000,(204)594-2213,(204) 891-6393,ic@rlfadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGOJ9YAO,False,,23888762,0035o000004VrzrAAC,0015o0000054s9gAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:31:58.000+0000,False,False,005OH000004Ir1xYAC,2025-11-19T20:31:58.000+0000,005OH000004Ir1xYAC,2025-11-19T20:31:59.000+0000,005OH000004Ir1xYAC,2025-11-19T20:31:59.000+0000,(403)835-1747,,misfinanzasconyenny@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGOe8YAG,False,,23890083,0030A0000029jswQAA,0010A000002w7JSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login,Medium,"***DDS 2025-11-19***
User was having issues logging in to Workspace.
DDS guided user to select MGA option when logging in.
 
================================================================================
****Email Chain**
Bonjour Robert,

Merci pour votre appel concernant votre login d’Espace Affaires.

Nous sommes très heureux que nous avons pu vous aider à accéder à votre compte d’Espace Affaires.

Comme nous en avons discuté, quand vous faites le login, assurez vous que vous choisissez l’option Agence Générale Déléguée sous la section Comment-êtes vous associé à la Canada Vie.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T21:03:26.000+0000,False,False,005OH00000AX0rVYAT,2025-11-19T20:54:05.000+0000,005OH00000AX0rVYAT,2025-11-19T21:03:26.000+0000,005OH00000AX0rVYAT,2025-11-19T21:03:26.000+0000,(418)696-1331,,robert.cyr@ig.ca,(418)696-2235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGR7LYAW,False,,23888856,0035o000005tqTjAAI,0015o000006RkHNAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:33:31.000+0000,False,False,005OH000004Ir1xYAC,2025-11-19T20:33:31.000+0000,005OH000004Ir1xYAC,2025-11-19T20:33:31.000+0000,005OH000004Ir1xYAC,2025-11-19T20:33:31.000+0000,(587)372-2526,,fjchenx@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGRnGYAW,False,,23889393,0030A0000029VyCQAU,0010A000002vvp4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow-up on the case 23817780,Medium,"Caller is following-up on the case 23817780, as they have requested to receive their User Id from D&M on the 17NOV2025.
Advised to allow some more time and if no email received to reach out to the methodology team for follow-ip.",True,2025-11-19T20:50:06.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T20:42:32.000+0000,005OH00000AbCcLYAV,2025-11-19T20:50:06.000+0000,005OH00000AbCcLYAV,2025-11-19T20:50:06.000+0000,(514)356-2410,(514) 651-7873,jaclec1993@gmail.com,(514)326-0250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGSwDYAW,False,,23888710,0030A0000029b8nQAA,0010A000002w0AhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:31:14.000+0000,False,False,0050A000001o2WeQAI,2025-11-19T20:31:14.000+0000,0050A000001o2WeQAI,2025-11-19T20:31:14.000+0000,0050A000001o2WeQAI,2025-11-19T20:31:14.000+0000,(902)462-8066,,handanorman@gmail.com,(902)462-0903,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGTVjYAO,False,,23889601,003OH00000HeR9PYAV,001OH00000LkMg2YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- New email,Medium,"User changed companies and has a new email address. Authenticated user, and assisted with with changing email and resetting password. User is inquiring how to move his previous client to his new advisor code. 

Email: russell.fisher@ipcsecurities.com
Code: H3114
New Code: H8241
********************************************
Good afternoon, Russell

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace account!
 
I'm glad I was able to assist you with updating your email address and resetting your password. Once you are able to obtain a policy number, we will be able to assist you from there. I would suggest contacting the Client Service Center at 1-888-252-1847. 
 
If you have any questions or need further assistance, we’re here to help! 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T21:29:35.000+0000,False,False,005OH00000BG5v4YAD,2025-11-19T20:45:58.000+0000,005OH00000BG5v4YAD,2025-11-19T21:29:35.000+0000,005OH00000BG5v4YAD,2025-11-19T21:29:35.000+0000,(613)888-5082,,russell.fisher@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGTicYAG,False,,23888996,003G0000018f6lmIAA,0010A000002wOnWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:35:39.000+0000,False,False,0050A000000WjqvQAC,2025-11-19T20:35:39.000+0000,0050A000000WjqvQAC,2025-11-19T20:35:39.000+0000,0050A000000WjqvQAC,2025-11-19T20:35:39.000+0000,(613)898-2565,(613) 898-2565,harry@deltorawealth.com,(613)823-0983,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGVMDYA4,False,,23888964,0030A0000029ZSsQAM,0010A000002vyjbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T20:35:08.000+0000,False,False,005OH0000084GETYA2,2025-11-19T20:35:08.000+0000,005OH0000084GETYA2,2025-11-19T20:35:08.000+0000,005OH0000084GETYA2,2025-11-19T20:35:08.000+0000,(905)962-9922,,rajsaklani@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGZfxYAG,False,,23889412,003G0000018f7PdIAI,0010A000002wPW3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User is asking for info on address added to a client account,Medium,"***DDS(Nov `19)
User provided details, provided them full instructions on how to update product address in Workspace


***DDS(Nov 19)
Wants to know if address he added on the client account page means that all documentation submitted are going to that address.

Asked user for policy # and name of client, with address they noted so we can verify


Bonjour Richard,
Lorsque vous allez sur la page du compte client et que vous faites défiler jusqu'en bas, vous verrez 2 adresses.
1.	Adresse postale - Cette adresse n'est liée à aucune information au siège social. Nous vous recommandons de supprimer cette adresse si vous n'en avez pas besoin, et nous vous informons que ce champ sera bientôt supprimé car il n'est plus utile.
2.	Addresse au dossier - C'est l'adresse liée aux polices des clients au siège social et à laquelle les informations sont envoyées.
 
Si vous voulez les changer, allez tout en haut de la page et cliquez sur Modifier les renseignements sur le client.

 
Cela fera apparaître une nouvelle fenêtre pour effectuer la modification. Faites défiler jusqu'en bas et vous pourrez:
1.	Supprimez l'adresse postale qui n'est plus pertinente.
2.	Sélectionnez l’option d’adresse du produit que vous souhaitez mettre à jour.
3.	Cliquez sur Continuer pour ajouter la nouvelle adresse et effectuer la modification.

 

Une fois terminé, laissez-lui un peu de temps car cela sera transmis au siège social et ils mettront ensuite à jour les adresses liées aux polices du client.
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.
Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à workspacesupport@canadalife.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.

Merci, 
Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-888-999-4516  
C: Soutien_EspaceAffaires@canadavie.com
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: richardguay@videotron.ca <richardguay@videotron.ca> 
Sent: November 19, 2025 3:56 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: [EXT] INFO 23889412

Céline Métras. 210031369, 210044950, 411208176. 150 Chemin St-Pierre, St-Mathieu, Qc. J0L 2H0. Ce que je veux savoir, est si la documentation sera envoyé à l’adresse postale, sans changer l’adresse de résidence. Richard Guay Conseiller
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Céline Métras.
210031369, 210044950, 411208176.

150 Chemin St-Pierre, St-Mathieu, Qc. J0L 2H0.

Ce que je veux savoir, est si la documentation sera envoyé à l’adresse postale, sans changer l’adresse de résidence.

Richard Guay 
Conseiller en sécurité financière
Distributeur autorisé par La Canada-Vie & La Great-West
450-359-7466





Bonjour Richard,
Merci d’avoir contacté l’équipe d’assistance pour Espace Affaire au sujet de question d’adresse client.
Pouvez-vous s'il vous plaît nous fournir le nom du client, son numéro de police et l'adresse à laquelle vous l'avez changée afin que nous puissions vérifier de notre côté et vous donner une réponse précise?
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à workspacesupport@canadalife.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.

Merci, 
Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-888-999-4516  
C: Soutien_EspaceAffaires@canadavie.com
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: richardguay@videotron.ca <richardguay@videotron.ca> 
Sent: November 16, 2025 9:34 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] INFO 23889412

Dans la page des renseignements sur le client, j’ai ajouté une adresse postale. Est-ce que toute la documentation de la cliente sera posté à cette adresse.   Richard Guay Conseiller en sécurité financière Distributeur autorisé par La Canada-Vie
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Dans la page des renseignements sur le client, j’ai ajouté une adresse postale.
Est-ce que toute la documentation de la cliente sera posté à cette adresse.  

Richard Guay 
Conseiller en sécurité financière
Distributeur autorisé par La Canada-Vie & La Great-West
450-359-7466",True,2025-11-19T22:22:12.000+0000,False,False,005OH000001yNnZYAU,2025-11-19T20:42:50.000+0000,005OH000001yNnZYAU,2025-11-19T22:22:12.000+0000,005OH000001yNnZYAU,2025-11-19T22:22:12.000+0000,(450)359-7466,,richardguay@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnZYAU,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGbQ6YAK,False,,23892230,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:36:32.000+0000,False,False,005OH000005URvxYAG,2025-11-19T21:36:32.000+0000,005OH000005URvxYAG,2025-11-19T21:36:32.000+0000,005OH000005URvxYAG,2025-11-19T21:36:32.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGdJpYAK,False,,23891067,0030A0000029mkBQAQ,0010A000002w9i8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client facing portal for product details,Medium,"***DDS*** 11/19/2025
User called looking for a client facing portal to access product details. Referred them to MCLAW and provided support number for assistance. 


****email chain****

Hello William,

     Thank you for calling Canada life workspace support, it was a pleasure assisting you today. For the client facing portal to view product details, it’s called MCLAW( also known as my canadalife at work) and can be accessed here: Sign in to Canada Life. For assistance with this portal, you can reach support at : Phone:  1-888-534-1836 or Email: MyCanadaLife@canadalife.com. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T21:18:54.000+0000,False,False,005OH00000BFQFHYA5,2025-11-19T21:12:03.000+0000,005OH00000BFQFHYA5,2025-11-19T21:18:54.000+0000,005OH00000BFQFHYA5,2025-11-19T21:18:54.000+0000,(613)836-0303,(613) 220-6625,bill.jory@joryfinancial.com,(613)836-0330,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGeZFYA0,False,,23892582,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:43:26.000+0000,False,False,005OH000005URvxYAG,2025-11-19T21:43:26.000+0000,005OH000005URvxYAG,2025-11-19T21:43:26.000+0000,005OH000005URvxYAG,2025-11-19T21:43:27.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGeaoYAC,False,,23890219,003G0000018f7lTIAQ,0010A000002wPrrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Banking Report Request,Medium,"report provided 

**EMAIL**

Hi Mike,

As mentioned in my previous email, please see below for your Excel file password(s):
PWF6SB7TXA

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Mike,

Please find the attached file of a list of clients without banking information on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients that don't have banking on file in Investment Centre. The details are as follows:

Request 1:
Advisor:Michael Fralick
Code:A0722

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to mike@fralickfinancial.com 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EeNYpivNs0xPtt5qXNELxp4BV9buoalXB0LkUzqVI85o5g?e=zkBivj",True,2025-11-19T20:56:10.000+0000,False,False,005OH0000071DK9YAM,2025-11-19T20:56:10.000+0000,005OH0000071DK9YAM,2025-11-19T20:56:11.000+0000,005OH0000071DK9YAM,2025-11-19T20:56:11.000+0000,(902)293-6400,,mike@fralickfinancial.com,(902)883-0160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGkLGYA0,False,,23890655,0030A0000029dy8QAA,0010A000002w2O8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace - registration,Medium,"*11/19*
----------------
KB0017316  
Jacues Duplain
h1519
unable to sign into Workspace, f9419 
Err W1281
has not registered yet, walked through the registration process, they were able to remember their ID and password 
signed in and set up MFA successfully. 
*email*
----------------

Good afternoon Jacques, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to log into Workspace but were receiving Err w1281. Our investigation determined this was because you are not registered with Workspace yet. We were able to walk you through the registration process and walk you through the multifactor authentication set up successfully. If you have any questions or concerns, please reply to this email.

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T21:29:37.000+0000,False,False,005OH000008919xYAA,2025-11-19T21:04:08.000+0000,005OH000008919xYAA,2025-11-19T21:29:37.000+0000,005OH000008919xYAA,2025-11-19T21:29:37.000+0000,(613)843-7377X100,(613) 858-7377,jacques.duplain@beneficium.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGkpvYAC,False,,23892925,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:51:28.000+0000,False,False,005OH000005URvxYAG,2025-11-19T21:51:28.000+0000,005OH000005URvxYAG,2025-11-19T21:51:29.000+0000,005OH000005URvxYAG,2025-11-19T21:51:29.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGlVvYAK,False,,23893263,0030A0000029aqkQAA,0010A000002vzufQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:59:49.000+0000,False,False,005OH000006owoYYAQ,2025-11-19T21:59:49.000+0000,005OH000006owoYYAQ,2025-11-19T21:59:49.000+0000,005OH000006owoYYAQ,2025-11-19T21:59:49.000+0000,(306)657-5733,,dmclay@precedencewealth.com,(306)657-5733,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGmYLYA0,False,,23890613,003OH00000WaWjiYAF,001OH00000e15wVYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:03:21.000+0000,False,False,005OH000004Ir1xYAC,2025-11-19T21:03:21.000+0000,005OH000004Ir1xYAC,2025-11-19T21:03:22.000+0000,005OH000004Ir1xYAC,2025-11-19T21:03:22.000+0000,(403)605-0652,,kamal1359@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGnpNYAS,False,,23890718,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:05:14.000+0000,False,False,0055o000001NWfMAAW,2025-11-19T21:05:14.000+0000,0055o000001NWfMAAW,2025-11-19T21:05:14.000+0000,0055o000001NWfMAAW,2025-11-19T21:05:14.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGq2UYAS,False,,23892232,003G0000018f6ZVIAY,0010A000002wOWaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy in Workspace,Medium,"****DDS****November 28, 2025

Policy details are now accessible in WS.

=======================================================================================

****DDS****11/19/25 

Missing policy B0709137 in WS - logged in as user and confirmed the policy is not visible in WS
Could not find this policy in SF and Copilot - advised user to confirm if this policy has been funded and to send screenshot if that be the case for further review 
============================================================================================= 
 

****Email Chain****

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Thanks Samantha

   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 10:59 AM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: RE: INC1864064 - RE: missing client on workspace - 23892232

Hello Karen,

Thank you for your patience while our digital partners investigated the issue you have with accessing your client’s policy in Workspace.

The good news is that this policy is now accessible to you in Workspace.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 20, 2025 9:27 AM
To: Debergh, Karen <debergh@slaterwealth.ca>
Subject: INC1864064 - RE: missing client on workspace - 23892232

Hello Karen,

Thank you for contacting the Workspace Support team regarding an issue you have accessing your client’s policy in Workspace.

I have gone ahead and escalated this to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: November 19, 2025 4:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: missing client on workspace - 23892232

This is an annuity which has been funded since 2021 Karen Debergh, CFP CEA Financial Planner debergh@ slaterwealth. ca 519-627-8793 From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: November 19, 2025 4: 49 PM To: Karen Debergh

This is an annuity which has been funded since 2021

   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 19, 2025 4:49 PM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: RE: missing client on workspace - 23892232

Good day Karen,

Thank you for contacting Workspace Support regarding the policy# B0709137.

Investment accounts will not be visible in Workspace until they have been funded. If this policy is funded, please send us a screenshot of the Investment Centre screen showing this policy has been funded and we will escalate this issue to our Digital Lab so this can be resolved.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: November 19, 2025 7:31 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] missing client on workspace

Why is Robert McKibben ( annuity policy # B0709137) not on my workspace? Karen Debergh, CFP CEA Financial Planner debergh@ slaterwealth. ca 519-627-8793 ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍

Why is Robert McKibben ( annuity policy # B0709137) not on my workspace?

   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793",True,2025-11-19T21:48:39.000+0000,False,False,005OH0000097FtCYAU,2025-11-19T21:36:33.000+0000,005OH0000097FtCYAU,2025-11-28T20:30:52.000+0000,005OH000002iN7pYAE,2025-11-28T20:30:52.000+0000,(519)491-2120,5196278793,debergh@slaterwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGqvLYAS,False,,23892104,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:33:54.000+0000,False,False,005OH000005URvxYAG,2025-11-19T21:33:54.000+0000,005OH000005URvxYAG,2025-11-19T21:33:54.000+0000,005OH000005URvxYAG,2025-11-19T21:33:54.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGrBSYA0,False,,23891053,003OH00000CvnhqYAB,001OH00000FYcDWYA1,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****11/21/25 
Contacted user - assisted user to create their user ID
Provided registration steps for user to use after 2 business days

****DDS****11/19/25 

User needs assistance registering their MGA account
Sent call back email as user was not reachable at the time
 
==========================================================================

****Email Chain****

Good morning Sandi,

This is Lawrie following up on our call earlier. I’m glad you were able to locate the correct advisor code and created a User ID for your MGA Workspace account. 
As mentioned in the email, please wait two business days before registering for Workspace. 

Here are the steps below for the registration process:
 
1. Follow the registration link
•	https://workspace.canadalife.com/registration
•	https://espaceaffaires.canadavie.com/inscription
 
2. Enter the RepNet user ID and Password
 
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
 
7. A verification email will be sent to your email address
 
 
 
 
8. Verify the email by clicking Verify Now. Your account will be activated once the email is verified
 
 
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.canadalife.com
•	https://espaceaffaires.canadavie.com
 
 
 
11. You then enter your email and password to access Workspace.
 
If you need any assistance with registering, please reach out to us and we can set up a time to call and go over the steps with you.
 


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Sandi Radcliffe <sandi.radcliffe@pixelfinancial.ca> 
Sent: November 19, 2025 2:27 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD) - 23891053

I am not sure when you called, but if it was after 4 our phone system goes straight to VM I am available Friday morning or Monday morning, after 9 am Sandi Radcliffe Principal Pixel Financial Group Inc. Investment Representative Quadrus Investment
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am not sure when you called, but if it was after 4 our phone system goes straight to VM

I am available Friday morning or Monday morning, after 9 am

Sandi Radcliffe
Principal
Pixel Financial Group Inc.
Investment Representative
Quadrus Investment Services Inc.
 
Office: (519) 669-9996
Fax: (519) 669-9916
 
www.pixelfinancial.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
From: Workspace Support <WorkspaceSupport@canadalife.com>
Date: Wednesday, November 19, 2025 at 4:16 PM
To: Sandi Radcliffe <sandi.radcliffe@pixelfinancial.ca>
Subject: RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD) - 23891053
Good day Sandi,
 
Thank you for contacting Workspace Support regarding the registration issue.
 
I tried reaching you via 519-669-9996 to assist you with the registration issue for your MGA Workspace account but you were unavailable. Please provide 3 dates and times that are convenient to you, your time zone along with the best telephone number to contact you on. This way, I can walk you through the registration process. Alternately, you can contact our team directly at your convenience at 1-888-999-4516.
 
I will be looking forward to hearing from you.
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards,
 
Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Lott, Carolyn <Carolyn.Lott@advicecanada.com>
Sent: November 19, 2025 9:54 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Radcliffe, Sandi (Pixel Financial Group Inc.) <sandi.radcliffe@pixelfinancial.ca>
Subject: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
 
Hi WS,
 
Can you please assist?
 
Thank you,
 
Carolyn Lott  B.A.
Business Development Consultant | AC Team Ontario
carolyn.lott@advicecanada.com | 226-781-9171
 
Vacation Alert:
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: Sandi Radcliffe <sandi.radcliffe@pixelfinancial.ca>
Sent: November 19, 2025 11:53 AM
To: Lott, Carolyn <Carolyn.Lott@advicecanada.com>
Subject: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
 
Hey Carolyn I have no idea what my password would be as I have not used this in some time ~ it won’t let me reset my password either. I am using LL22875 Am I doing something wrong? Sandi Radcliffe Principal Pixel Financial Group Inc. Investment
Hey Carolyn
I have no idea what my password would be as I have not used this in some time ~ it won’t let me reset my password either. I am using LL22875
Am I doing something wrong?
 
Sandi Radcliffe
Principal
Pixel Financial Group Inc.
Investment Representative
Quadrus Investment Services Inc.
 
Office: (519) 669-9996
Fax: (519) 669-9916
 
www.pixelfinancial.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
From: Lott, Carolyn <Carolyn.Lott@advicecanada.com>
Date: Wednesday, November 19, 2025 at 8:05 AM
To: Sandi Radcliffe <sandi.radcliffe@pixelfinancial.ca>
Subject: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
 
 
Just a quick reminder — your Canada Life Workspace account is waiting for you.
View in browser.

 	 	 

 
 
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately.
Register for Canada Life MGA Workspace today!
You’re receiving this email because you’re contracted with both Financial Horizons and Canada Life.

Welcome to Canada Life Workspace, your digital hub to manage your business, service your clients and access tools to grow your business with Canada Life.

Your Canada Life MGA business needs its own Workspace access
If you’re recently contracted with Financial Horizons, you’ll need to register for a separate version of Workspace.
•	Get a tailored experience for your MGA business.
•	Stay organized with clear business channels.
•	Easily manage both types of business as your practice evolves.
We’re working to unify your experience this fall and taking this extra step today sets you up for what’s next.
Get started: step-by-step guide
Your registration information	
First Name:	Sandi
Last Name:	Radcliffe
Advisor code*:	Please reference APEXA for your selling code or contact Distribution Methodology

Activation code:	1-1EVN32O


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 	1.	Create your Canada Life user ID (formerly RepNet ID)
1.	Go here and click “Register”.
2.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4.
3.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself.
1.	Register for Workspace
2.	Enter your newly created Canada Life User ID and password.
3.	You’ll then be prompted to enter your advisor code.
4.	Accept the terms and conditions.
5.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
6.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
7.	Once verified, you’ll be able to sign into Workspace.




 
 	3.	Start placing business
1.	Log in to Workspace.
2.	Enter your email address and password.
3.	Select Managing General Agency from the drop-down menu.
4.	Follow the prompt to set up multi-factor authentication.




 
 	4.	Grant third-party access (TPA) to your support team (optional)
1.	Complete this third-party access form.
2.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
3.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need support?
Contact Workspace Support at CLWorkspaceSupport@canadalife.com.
To learn more, go to Workspace resource page.

Register today and unlock the full potential of Canada Life Workspace.


 
 
Canada Life and design are trademarks of The Canada Life Assurance Company. If you don’t want to receive these updates, you can unsubscribe here.

 



 
 	 	 

 
 
Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement.
Inscrivez-vous à l’Espace affaires pour AGD de la Canada Vie dès aujourd’hui!
Vous recevez ce courriel parce que vous détenez un contrat auprès de la Financière Horizons et de la Canada Vie.

Bienvenue dans l’Espace affaires de la Canada Vie, une plateforme numérique où vous pouvez gérer votre pratique, servir vos clients et accéder à des outils pour faire croître vos affaires avec la Canada Vie.

Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie
Si vous avez récemment établi un contrat avec la Financière Horizons, vous devrez vous inscrire à une version distincte de l’Espace affaires.
•	Obtenez une expérience sur mesure pour vos affaires d’AGD.
•	Restez organisé grâce à des canaux d’affaires clairs.
•	Gérez facilement les deux types d’affaires à mesure que votre pratique évolue.
Nous travaillons à uniformiser votre expérience à l’automne et cette mesure supplémentaire que nous prenons aujourd’hui vous prépare pour ce qui est à venir.
Pour commencer : guide étape par étape
Renseignements sur votre inscription	
Prénom:	
Nom de famille:	
Code du conseiller* :	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation :	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie.
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep)
1.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
2.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4.
3.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes.


 
 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même.
1.	Inscrivez-vous à l’Espace affaires
2.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
3.	Entrez ensuite votre code du conseiller.
4.	Acceptez les modalités.
5.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires.
6.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
7.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 	3.	Commencez à régulariser des affaires
1.	Ouvrez une session dans l’Espace affaires.
2.	Entrez votre adresse courriel et votre mot de passe.
3.	Sélectionnez Agence générale déléguée dans la liste déroulante.
4.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif)
o	Remplissez le formulaire concernant l’accès à titre de tiers.
1.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
2.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com.






Besoin d’aide?
Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com.
Pour en savoir plus, consultez la page de ressources de l’Espace affaires.

Inscrivez-vous dès aujourd’hui et tirez le maximum de l’Espace affaires de la Canada Vie.



 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie. Si vous ne souhaitez pas recevoir ces mises à jour, il vous suffit de vous désabonner ici.",True,2025-11-21T17:28:40.000+0000,False,False,005OH0000097FtCYAU,2025-11-19T21:11:44.000+0000,005OH0000097FtCYAU,2025-11-21T17:31:17.000+0000,005OH0000097FtCYAU,2025-11-21T17:31:17.000+0000,(519)669-9996,,sandi.radcliffe@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGroCYAS,False,,23893714,0030A0000029ZQGQA2,0010A000002vyhiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Service only workspace access,Medium,"Advisor is unable to access a policy number through his MGA account  as it is a GWL policy. Forwarded the Service only Workspace access request form to the advisor to complete to request access.

==================

Hi Greg,

Thank you for contacting the workspace support about a client detail that you can’t see under your GMA workspace account.

We have identified that the policy number of the client is a service only policy and we need to request for you to have access to that. Access to former GWL Gold Key codes is now under review for eligibility requirements. If you are interested in obtaining access to these former codes, please fill out the below form and once we receive the request we will determine the eligibility requirements for access. Use this link to access the form Service only Workspace access request form.

Appreciate you time and understanding on this situation. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-19T22:53:23.000+0000,False,False,005OH00000BFPZHYA5,2025-11-19T22:12:17.000+0000,005OH00000BFPZHYA5,2025-11-19T23:04:44.000+0000,005OH00000BFPZHYA5,2025-11-19T23:04:44.000+0000,(780)448-1988,(780) 914-7645,greg.scherf@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGsU5YAK,False,,23891096,003G0000018f6RHIAY,0010A000002wONcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login issue,Medium,"****DDS****11/19/25 
User already contacted SD and the login issue was resolved
Confirmed user last login 11/19/25 on SF 
============================================================================================= 

****Email Chain****

Good day Steve,

This is Lawrencia following up on our call earlier. 

I’m glad the login issue was resolved, and you were able to sign in successfully in Workspace. 

If you have any additional Workspace issue or any questions, do not hesitate to reach out to us again by email or by phone.  


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Steven Suchorab <steve@suchorabandassociates.ca> 
Sent: November 19, 2025 9:33 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Trouble signing in

Hello I am having trouble signing in to workspace. Regards Steve                                                                                                                                                                               
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello
I am having trouble signing in to workspace. 


Regards 

Steve",True,2025-11-19T21:29:27.000+0000,False,False,005OH0000097FtCYAU,2025-11-19T21:12:34.000+0000,005OH0000097FtCYAU,2025-11-19T21:29:27.000+0000,005OH0000097FtCYAU,2025-11-19T21:29:27.000+0000,(306)922-4414,(306) 960-8737,steve@suchorabandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGtefYAC,False,,23891202,0030A0000029lpHQAQ,0010A000002w8tzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to Login to Workspace MGA,Medium,"The advisor contacted us because they were unable to log in to their Canada Life account after changing their password. They had previously set up Google authentication but were experiencing issues accessing their account. I verified the advisor’s identity and agent code, then guided them through using the Google Authenticator app to complete the login successfully. 

===============emails=====================
Hi Kathy, 

I am glad I was able to help you with your login issue. 

If you have any other issues, don’t hesitate to communicate with us by email or by giving us a call.

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T21:24:18.000+0000,False,False,0055o000001zVCKAA2,2025-11-19T21:14:45.000+0000,0055o000001zVCKAA2,2025-11-19T22:07:30.000+0000,0055o000001zVCKAA2,2025-11-19T22:07:30.000+0000,(403)281-3658,,dahl_k@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGtoLYAS,False,,23891221,003OH00000FH2b5YAD,001OH00000J4zYQYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:15:07.000+0000,False,False,005OH000006owoYYAQ,2025-11-19T21:15:07.000+0000,005OH000006owoYYAQ,2025-11-19T21:15:07.000+0000,005OH000006owoYYAQ,2025-11-19T21:15:07.000+0000,(639)471-1988,,shielamitchell4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGx3yYAC,False,,23891925,003OH000004qWhWYAU,001OH000006ALMcYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:29:53.000+0000,False,False,005OH000006owoYYAQ,2025-11-19T21:29:53.000+0000,005OH000006owoYYAQ,2025-11-19T21:29:54.000+0000,005OH000006owoYYAQ,2025-11-19T21:29:54.000+0000,(306)873-9273,,matt.cres@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGyuTYAS,False,,23891669,003G0000018f7xJIAQ,0010A000002wQ3UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-19T21:25:36.000+0000,False,False,005OH000006uYruYAE,2025-11-19T21:24:13.000+0000,005OH000006uYruYAE,2025-11-19T21:25:36.000+0000,005OH000006uYruYAE,2025-11-19T21:25:36.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gGzFWYA0,False,,23893358,0030A00000AsRLTQA3,0010A00000BSkHTQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Good day Tracy,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we disconnected your authenticator from your old device, reconnected it in your new device then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T22:07:59.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T22:02:15.000+0000,005OH00000AbCcLYAV,2025-11-19T22:07:59.000+0000,005OH00000AbCcLYAV,2025-11-19T22:07:59.000+0000,(403)404-0763,,tracydeng@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gH15yYAC,False,,23892113,003OH00000VBXoZYAX,001OH00000c2boyYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:34:00.000+0000,False,False,005OH000006owoYYAQ,2025-11-19T21:34:00.000+0000,005OH000006owoYYAQ,2025-11-19T21:34:01.000+0000,005OH000006owoYYAQ,2025-11-19T21:34:01.000+0000,(306)527-8277,,joan.baron@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gH5b0YAC,False,,23892808,003G0000018f6lhIAA,0010A000002wOnRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,LL ID password reset to access Product Illustration,Medium,"Summary: User needs their LL id password reset to access the Product Illustration software (ll27850). They didnt remember their agent code so I asked  contracts&compensation@canadalife.com  to help them get their agent code

Hi Jeff, 

There is a new option available that may help, but before we proceed we need to verify a few things with you. Specifically, do you have an FH (Financial Horizons) login and is your Workspace accounts (MGA and Direct) linked in Advice Canada?

The reason we ask is that the new Client Search feature recently launched via Advice Canada. It allows advisors to search and view clients and policies across channels in one place. Please note that this feature is for search only; it does not support submitting applications or making changes to policies. Workspace remains the primary tool for those actions.

Once we confirm your FH login and account linkage, we can guide you on next steps to ensure you can take advantage of this functionality.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






From: Jeff <jeff.zhang@shenglin.com> 
Sent: Tuesday, December 2, 2025 10:21 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Re: Phone Call - Product Illustration Password Reset - C23862851

Hi Carl, Thank you for your message. I would like to check whether the following configuration is technically possible in Workspace: My current Workspace account is tied to Advisor Code W6029, which is used under the Canada Life Aging / internal
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd

Hi Carl,

Thank you for your message.

I would like to check whether the following configuration is technically possible in Workspace:

My current Workspace account is tied to Advisor Code W6029, which is used under the Canada Life Aging / internal distribution channel.

I also hold another Advisor Code H2298, which belongs to my MGA distribution channel.

For business purposes, I need the ability to submit applications using either Advisor Code.
Is it possible to have both Advisor Codes (W6029 and H2298) associated with my existing Workspace account, so I can select the appropriate code when submitting new business?

If this setup is supported, please let me know the required steps, or whether your team can update my account configuration on your end.

Thank you very much for your assistance.
Best Regards

Jeff Zhang




Hi, 

This is great! 

Can you provide your availability for a call today or later this week?


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jeff <jeff.zhang@shenglin.com> 
Sent: Wednesday, November 19, 2025 8:18 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Subject: [EXT] Re: Phone Call - Product Illustration Password Reset - C23862851

Hi Carl, Thank you for your email! I found my code w6029 Best Regards Jeff Zhang On Nov 19, 2025, at 18: 20, Workspace Support wrote:  Hi @Contracts & Compensation, Can you confirm to Jing Zhang their
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Carl,

Thank you for your email! 

I found my code w6029

Best Regards

Jeff Zhang



Hi @Contracts & Compensation,

Can you confirm to Jing Zhang their insurance advisor code? 

They need this code for authentication purposes so that we can help them reset their LL ID password to login to Product Illustrations. 


Jing, once they confirmed your agent code, send me an email with your availability and we will schedule a call. 

Have a wonderful day!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:49:13.000+0000,False,False,0055o000001zVCKAA2,2025-11-19T21:48:53.000+0000,0055o000001zVCKAA2,2025-12-04T16:49:13.000+0000,0055o000001zVCKAA2,2025-12-13T02:01:54.000+0000,(416)789-3691,,jeff.zhang@shenglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gH6qQYAS,False,,23892763,003OH00000IL8LCYA1,001OH00000MWbPlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:47:52.000+0000,False,False,005OH000005URvxYAG,2025-11-19T21:47:52.000+0000,005OH000005URvxYAG,2025-11-19T21:47:52.000+0000,005OH000005URvxYAG,2025-11-19T21:47:52.000+0000,(780)618-6329,,tom.plocica@ts-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gH7GDYA0,False,,23892394,0030A0000029oNvQAI,0010A000002wB2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:39:49.000+0000,False,False,005OH000005URvxYAG,2025-11-19T21:39:49.000+0000,005OH000005URvxYAG,2025-11-19T21:39:50.000+0000,005OH000005URvxYAG,2025-11-19T21:39:50.000+0000,(780)420-6633,(780) 990-9178,jimrey@telus.net,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHAM9YAO,False,,23892651,0035o000006QAbKAAW,0015o000006vcg2AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T21:45:10.000+0000,False,False,005OH000005URvxYAG,2025-11-19T21:45:10.000+0000,005OH000005URvxYAG,2025-11-19T21:45:11.000+0000,005OH000005URvxYAG,2025-11-19T21:45:11.000+0000,(780)307-2762,,mandypetkau@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHDIYYA4,False,,23895111,0030A0000029neEQAQ,0010A000002wAUEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support,Medium,"Hi Helena,

It was a pleasure speaking on the phone with you earlier regarding your Workspace MGA account and setting up your authenticator.

Just a recap of what we did, we reset your password, installed the authenticator in your mobile device, linked it to your Workspace account, then logged you out and back in to make sure that you are receiving the MFA code.

As a reminder, please make sure to enter your email address and not your User Id  for access and select the MGA association.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support 
Sent: November 18, 2025 5:45 PM
To: Inway Wealth Assistant <inwaywealthassistant@gmail.com>; Helena Chang <helenac.zhong@gmail.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: [EXT] Request for Canada Life Advisor Site Activation Code - Case 23863577

Hi Mindy and Helena, 

The advisor Yinghui Chang is already registered on Workspace, if they need assistance accessing their MGA account, I would like to set up a phone call to help them.

@ Helena Chang helenac.zhong@gmail.com If you need assistance accessing you MGA account on Workspace, Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code
 
•	We will reach you at the phone number on file 
 
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Inway Wealth Assistant <inwaywealthassistant@gmail.com> 
Sent: November 18, 2025 12:45 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; Helena Chang <helenac.zhong@gmail.com>
Subject: [EXT] Request for Canada Life Advisor Site Activation Code

Dear Sir or Madam, I am writing on behalf of the advisor, Yinghui Chang (Advisor Code C4051), who is currently in the process of registering for the Canada Life Advisor Site / Workspace. The system indicates that an Activation Code is required,
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Dear Sir or Madam,

I am writing on behalf of the advisor, Yinghui Chang (Advisor Code C4051), who is currently in the process of registering for the Canada Life Advisor Site / Workspace. The system indicates that an Activation Code is required, which has not yet been received.
Would you please assist us by providing the Activation Code or advising on the next steps?
Thank you for your assistance. We look forward to your response.

Mindy Yu
assistant to Yinghui (Helena) Chang
647 835 3677",True,2025-11-19T23:00:21.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T23:00:21.000+0000,005OH00000AbCcLYAV,2025-11-19T23:55:21.000+0000,005OH00000AbCcLYAV,2025-11-19T23:55:21.000+0000,(905)479-5806,,helenac.zhong@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHNo1YAG,False,,23893679,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T22:11:20.000+0000,False,False,005OH000005URvxYAG,2025-11-19T22:11:20.000+0000,005OH000005URvxYAG,2025-11-19T22:11:20.000+0000,005OH000005URvxYAG,2025-11-19T22:11:20.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHQU9YAO,False,,23893860,003G0000018f7FhIAI,0010A000002wPKUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up call for  C23827724,Medium,,True,2025-11-19T22:23:07.000+0000,False,False,0055o000001zVCKAA2,2025-11-19T22:16:11.000+0000,0055o000001zVCKAA2,2025-11-19T22:23:07.000+0000,0055o000001zVCKAA2,2025-11-19T22:23:07.000+0000,(250)727-7197X251,,rick.waugh@lifeplangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHRN0YAO,False,,23894200,003G0000018f7DAIAY,0010A000002wPH7QAM,,,,,,,012OH000000ijW5YAI,Open,,Email,,Access to Learning Centre,Medium,"****DDS****11/25/25 
Called user to do some troubleshooting and grab screenshots - user not available
Sent email to provide some info for escalation

****DDS****11/19/25 
Tried contacting user but not reachable
Provided steps on how to clear cookies and cached files for both Edge and Chrome browsers 
Advised user to send screenshots of the error page if the issue still persists.
 
============================================================================================= 
 
****Email Chain****

Good morning Tyler,

Thank you for your email. I tried calling again to do some troubleshooting, but you were not available. 

To help with the investigation, please provide a screenshot of the error page including the URL at the top of the webpage as well as the name of the browser you used. 

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tyler Monteyne <tyler@atafinancial.ca> 
Sent: November 24, 2025 2:14 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Learning center - 23894200

I have done this and it still doesn’t let me choose “workspace user” any other suggestions? Thanks To book a meeting please click the link below: calendly. com/tyler-monteyne Office 1 (306) 546 1387 | Cell 1 (306) 527. 8887 Fax: 1 (306) 543. 3886
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I have done this and it still doesn’t let me choose “workspace user” any other suggestions?

Thanks 

To book a meeting please click the link below:
calendly.com/tyler-monteyne
 

 	Office 1 (306) 546 1387 | Cell 1 (306) 527.8887

 	Fax:1 (306) 543.3886

 	tyler@atafinancial.ca

 	atafinancial.ca


 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 19, 2025 4:56 PM
To: Tyler Monteyne <tyler@atafinancial.ca>
Subject: RE: Learning center - 23894200

Good afternoon Tyler,

Thank you for contacting Workspace Support regarding access to the Learning Center.

I tried reaching you earlier via (306)-546-1387 but you were unavailable. I’ve included instructions below on how to clear your cookies/cached images and files on both Google Chrome and Microsoft Edge browsers. 

Chrome
1. Click on the three dots in the top right-hand corner of Chrome.
2. From the dropdown click Delete Browsing Data
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click Clear Data / Delete from this device to complete
6. On the same page click on About Chrome and ensure the browser is up to date

Edge
1. Select three dots in the top right-hand corner and then select Settings
2. Click Privacy, Search and Services and scroll down to Clear Browsing Data and select choose what to clear
3. Change ‘Time Range’ to All Time
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’
5. Click Clear Now
6. On the same page click on About Microsoft Edge and ensure the browser is up to date

If after doing these steps you still get an error message, please reply to this email with screenshots of the error page including the URL at the top of the page and our team will investigate further.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tyler Monteyne <tyler@atafinancial.ca> 
Sent: November 19, 2025 1:45 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Learning center

I cannot access the learning center, it keeps taking me to the login page when I am a workspace user. I have deleted my browsing history, cookies, etc. . and it still wont let me go back and select “I’m a work space user” any

I cannot access the learning center, it keeps taking me to the login page when I am a workspace user. I have deleted my browsing history, cookies, etc.. and it still wont let me go back and select “I’m a work space user” any help would be appreciated

Thanks 

To book a meeting please click the link below:
calendly.com/tyler-monteyne
 

 	Office 1 (306) 546 1387 | Cell 1 (306) 527.8887

 	Fax:1 (306) 543.3886

 	tyler@atafinancial.ca

 	atafinancial.ca",False,,False,False,005OH0000097FtCYAU,2025-11-19T22:27:17.000+0000,005OH0000097FtCYAU,2025-11-25T16:47:23.000+0000,005OH0000097FtCYAU,2025-11-25T16:47:23.000+0000,(306)586-1387,(306) 527-8887,tyler@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHUj3YAG,False,,23894124,003G0000018f7GEIAY,0010A000002wPL1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support,Medium,"Hi Sumathi,

I would like to set up a phone call with you to help you with the Workspace access. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code (if it’s a non advisor account, please provide the active code(s) associated with one of your firm’s advisors.)
 
	We will reach you at the provided phone number (or the one from your profile).
 
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 





From: Uche, Nnedinma <Nnedinma.Uche@canadalife.com> 
Sent: November 19, 2025 10:46 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: online access

Hello Team,

Please assist.

Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com> 
Sent: Friday, November 14, 2025 9:39 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: online access

 
________________________________________
From: Govindasamy, Sumathi <SGovindasamy@ciassante.com>
Sent: Friday, November 14, 2025 3:38:41 PM (UTC+00:00) Monrovia, Reykjavik
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: [EXT] online access
Hello, Please take a look what is wrong with my access, not able to access. Email : DL-OPS-AASFMCommissions@ ci. com Thanks, Sumathi Govindasamy Advisor Commission Associate 15 York Street Toronto, ON M5J 0A3 assante. com This email message, including
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hello,
 
Please take a look what is wrong with my access, not able to access.
Email : DL-OPS-AASFMCommissions@ci.com
 
 
 
 
 Thanks, 
 


Sumathi Govindasamy

Advisor Commission Associate
15 York Street
Toronto, ON M5J 0A3

assante.com

 
 
 

________________________________________
This email message, including any attachments, is intended only for the person or entity to which it is addressed and may contain confidential or privileged material. If you are not the intended recipient, any review, re-transmission, dissemination, distribution, copying or other use of the contents of this email is prohibited and may be unlawful. If you have received this communication in error, please notify the sender immediately and destroy this email and its contents. Email is not secure. Do not send any confidential or personal information via email. All email messages received by us are archived and subject to review. Nothing in this email is intended to provide, or should be relied upon for, accounting, legal or tax advice or recommendations. In addition, nothing in this email constitutes an offer to sell or a solicitation of an offer to purchase any investment or security. 
Ce courrier électronique, y compris ses pièces jointes, est exclusivement à l’intention de la personne ou l’entité destinataire et peut contenir des documents et renseignements confidentiels ou privilégiés. Si vous n’en êtes pas le destinataire, sachez que toute révision, réexpédition, communication, distribution, copie ou tout autre usage des renseignements contenus dans ce courriel sont interdits et peuvent s’avérer illicites. Si vous avez reçu cette communication par erreur, veuillez immédiatement en informer l’expéditeur et détruire ce courriel et son contenu de façon sécuritaire. Les courriels ne constituent pas un moyen de communication sécuritaire. N’envoyez pas de renseignements confidentiels ou personnels par courriel. Tous les courriers électroniques que nous recevons sont archivés et peuvent faire l’objet d’une évaluation. Le présent courriel n’a pas pour effet de fournir, ou servir de fondement pour des conseils ou recommandations comptables, juridiques ou fiscaux. Par ailleurs, ce courriel ne saurait en aucun cas constituer une offre de vente ou une sollicitation d’achat de placements ou de titres.",True,2025-11-19T22:24:40.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T22:24:40.000+0000,005OH00000AbCcLYAV,2025-11-19T22:24:54.000+0000,005OH00000AbCcLYAV,2025-11-19T22:24:54.000+0000,(613)258-1997,(613) 229-2384,dermid@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHWePYAW,False,,23894237,0030A0000029ZZvQAM,0010A000002vyp7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T22:29:03.000+0000,False,False,005OH000004Ir1xYAC,2025-11-19T22:29:03.000+0000,005OH000004Ir1xYAC,2025-11-19T22:29:03.000+0000,005OH000004Ir1xYAC,2025-11-19T22:29:03.000+0000,(403)630-4251,,naghmachaudhry@hotmail.com,(403)293-5650,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHWuXYAW,False,,23894247,0030A000006I1NHQA0,0010A00000733ApQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T22:29:18.000+0000,False,False,005OH000002iJPDYA2,2025-11-19T22:29:18.000+0000,005OH000002iJPDYA2,2025-11-19T22:29:18.000+0000,005OH000002iJPDYA2,2025-11-19T22:29:18.000+0000,(604)438-1232,(778) 995-9738,biyu.mai@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHZ1DYAW,False,,23895425,0031600002Ke8TmAAJ,0010A000002wNT2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DOB update,Medium,"*11/19*
----------------

wie gao 
f5441
i just wondering, how do i change the DOB for my client in my workspace, i submitted the drivers license. 
submitted a request on november 12th
confirmed there is an REQ number. 
assist told me to tell them to contact the CSC 
advised CSC and provided number 

*email*
----------------
Good afternoon Wei, 

Thank you for contacting the Workspace Support Team with your DOB update inquiry. 

You had submitted a drivers license to Workspace to update a client’s DOB on Nov 12th and wanted to check on the status. Workspace support does not have access to the status information for ongoing requests. We directed you to the CSC 1 888 252 1847 as they would be able to provide those sorts of information updates. If you have any questions or concerns, please reply to this email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T00:43:34.000+0000,False,False,005OH000008919xYAA,2025-11-19T23:12:40.000+0000,005OH000008919xYAA,2025-11-20T00:43:34.000+0000,005OH000008919xYAA,2025-11-20T00:43:34.000+0000,(780)249-6888,(780) 906-8535,wei.gao@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHZCUYA4,False,,23894402,003G0000018f7STIAY,0010A000002wPZ3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment center access issue,Medium,"Good day Brad,

It was a pleasure speaking on the phone with you earlier regarding your investment center access issue.

I'm glad that the issue is resolved, just a recap of what we did, we cleared your browse’s cookies, logged you out and back in which allowed you to access Investment center successfully.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T22:44:40.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T22:34:14.000+0000,005OH00000AbCcLYAV,2025-11-19T22:44:40.000+0000,005OH00000AbCcLYAV,2025-12-13T02:01:59.000+0000,(780)439-3610,,brad@monetaplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHcyNYAS,False,,23895136,003G0000018f7TAIAY,0010A000002wPZkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T23:01:20.000+0000,False,False,0055o000002KxaMAAS,2025-11-19T23:01:20.000+0000,0055o000002KxaMAAS,2025-11-19T23:01:20.000+0000,0055o000002KxaMAAS,2025-11-19T23:01:20.000+0000,(780)477-7241,,augold@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHdMfYAK,False,,23896756,0030A0000029VfCQAU,0010A000002vvXfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T00:23:32.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T00:23:32.000+0000,005OH00000BfjndYAB,2025-11-20T00:23:33.000+0000,005OH00000BfjndYAB,2025-11-20T00:23:33.000+0000,(604)375-1385,,rickycy@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHgx8YAC,False,,23894888,003G000001RvoZlIAJ,0010A000002wSg9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Caller's Name: Kyle McDowell 
Advisor or support staff: Advisor 
Advisor Code: H1278
Advisor Name: Kyle McDowell 	
Phone: 613-224-8452 Ext 227
Email: KyleMcDowell@mwfg.ca		
1. Siebel verification: completed.
2. Last Login to Workspace: n/a
Issue:  Kyle was trying to complete his registration for the MGA version of Workspace but forgot his password setup during the initial registration. He did create his username, KYLEMCDOWELL09, but needs the password to be reset for this portion. Can you assist in resetting this password so we can complete the registration please?

--------------------------------------***DDS  11/27/2025***--------------------------
CASE TAKEN OVER FROM FATIMA AS SHE'S AWAY

FINDINGS: kylemcdowell09@clext IS ACTIVE IN ISAM.
WILL FOLLOW KB0020858 
--------------------------------------***DDS  11/27/2025***--------------------------
RESOLUTION: CALLED KYLE, DID LOG ME IN SESSION
FOLLOWED KB0020858verfied
as the user id kylemcdowell09@clext wasn't locked and tied to his current email
I had him self serve, did forgot password on repnet, he received the email/but link didn't work
as he was verified, i reset the isam password as per kb, had him sign into repnet and also update it with his own password
then guided to register for MGA workspace, setup google authenticator. 
It timed out as he was trying to figure out how to scan the QR code
we tried to sign in again but browser was cached, cleared just cookies/cache on chrome for 15mins was able to access the site
but now can't recall the password and his 1 Passsword site he stores his list of passwords isn't working. 
he thinks I did something, explained to him what I did and I did get his approval prior to doing
he ended the log me in session
finally figured out his 1 Password issue, signed into Workspace
setup Google Auth, signed into workspace. had him sign out/in again to test.


SENT FOLLOWUP

--------------------------------------***DDS  11/27/2025***--------------------------
Hello Kyle,

Thanks for taking my call today.

It was a pleasure speaking to you today.

During our LogMeIn session I guided you to re-set the password for your user id kylemcdowell09@clext, you were able to re-set. 

We then proceeded to register for Workspace access. I also had you setup the Google Authenticator App on your phone for Multifactor Authentication.

You were successfully able to sign into Workspace, we had you sign out/in again to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/27/2025***--------------------------
CALLED KYLE AT 613-224-8452 Ext 227, SAYS TO CALL BACK AT 2:50
-------------------------------------***DDS  11/27/2025***--------------------------
Hello Kyle,

As per conversation I will call you again at 2:50pm eastern, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/27/2025***--------------------------

Hi Patrick and Kyle,

@ Kyle McDowell kylemcdowell@mwfg.ca : I would like to set up a phone call with you to help you with the Workspace access. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code (if it’s a non advisor account, please provide any active code(s) associated with one of your firm’s advisors.)
 
	We will reach you at the provided phone number (or the one from your profile).
 
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: November 19, 2025 2:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kyle McDowell <kylemcdowell@mwfg.ca>
Subject: Password reset for registration

Hello WS support team,

Kyle was trying to complete his registration for the MGA version of Workspace but forgot his password setup during the initial registration. He did create his username, KYLEMCDOWELL09, but needs the password to be reset for this portion. Can you assist in resetting this password so we can complete the registration please?

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.",True,2025-11-27T20:38:15.000+0000,False,False,005OH00000AUS7aYAH,2025-11-19T22:51:43.000+0000,005OH00000AbCcLYAV,2025-11-27T20:38:16.000+0000,005OH00000AUS7aYAH,2025-11-27T20:38:16.000+0000,(613)224-8452X227,(613) 292-0751,kylemcdowell@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHiyvYAC,False,,23894999,0030A0000029neEQAQ,0010A000002wAUEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User not available,Medium,,True,2025-11-19T23:17:24.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T22:56:05.000+0000,005OH00000AbCcLYAV,2025-11-19T23:17:24.000+0000,005OH00000AbCcLYAV,2025-11-19T23:17:24.000+0000,(905)479-5806,,helenac.zhong@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHjlJYAS,False,,23895056,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T22:58:17.000+0000,False,False,0055o000002KxaMAAS,2025-11-19T22:58:17.000+0000,0055o000002KxaMAAS,2025-11-19T22:58:17.000+0000,0055o000002KxaMAAS,2025-11-19T22:58:17.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHm01YAC,False,,23895212,003G0000018f72yIAA,0010A000002wP6IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Application sent to client,Medium,"Hi Norberto, 

Thank you for contacting Workspace Support.  

We reviewed your application in Simple Protect and noticed that it is currently in Review status and shows as Sent to your client’s email address. This typically means the application has been completed on your end and is awaiting the client’s signature through DocuSign.

You mentioned you are not sure if you selected the option to send the Health & Lifestyle Questionnaire to the client. If that option was chosen and completed, the application becomes locked for editing because a Client ID is generated.

Please reach out to your client to confirm whether they have received and signed the DocuSign package. 

If you still experience issues after speaking with your client, please send us another email with the details, and we will assist you further.


I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T17:40:22.000+0000,False,False,0055o000001zVCKAA2,2025-11-19T23:04:36.000+0000,0055o000001zVCKAA2,2025-11-26T17:40:22.000+0000,0055o000001zVCKAA2,2025-11-26T17:40:22.000+0000,(250)718-7232,(250) 808-8298,bert@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHm6TYAS,False,,23895217,003G0000018f6ryIAA,0010A000002wOtiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T23:04:51.000+0000,False,False,0055o000002KxaMAAS,2025-11-19T23:04:51.000+0000,0055o000002KxaMAAS,2025-11-19T23:04:51.000+0000,0055o000002KxaMAAS,2025-11-19T23:04:51.000+0000,(780)702-5807X226,(780) 405-6734,don@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHnVbYAK,False,,23895537,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T23:16:53.000+0000,False,False,0055o000002KxaMAAS,2025-11-19T23:16:53.000+0000,0055o000002KxaMAAS,2025-11-19T23:16:54.000+0000,0055o000002KxaMAAS,2025-11-19T23:16:54.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHpUBYA0,False,,23895762,003OH00000Vi9DvYAJ,001OH00000cgTTAYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Caller is inquiring about their advisor codes and if they will still have access even if they changed company, also about AOR change form.

Hi Gloria,

It was a pleasure speaking on the phone with you earlier regarding your Workspace MGA account and your active codes.

Your advisor code H9104 is still active under Transferred status aligned under PPI management, due to security and compliance purposes, only advisors can change their personal contact information. As a result, advisors are required to participate in the update request.

Please request the update of your firm name by emailing : canadalife.contracts&licensing@canadalife.com  

Regarding your AOR form inquiry, as Workspace technical support, we are not equipped to answer your questions about forms.

Please reach out to the Customer service department 1-888-252-1847

Or get support by contacting the Relay chat Support, on your Workspace account,  by clicking on Support (fifth option up on your screen), then on the second tile ‘’I’m looking to chat with Relay’’

If you have additional questions or require further support, please do not hesitate to let us know.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T23:38:58.000+0000,False,False,005OH00000AbCcLYAV,2025-11-19T23:26:40.000+0000,005OH00000AbCcLYAV,2025-11-20T00:15:45.000+0000,005OH00000AbCcLYAV,2025-11-20T00:15:45.000+0000,(778)819-3986,,office.gloriachen@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHs0gYAC,False,,23896583,0030A0000029VX9QAM,0010A000002vvQGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T00:12:24.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T00:12:24.000+0000,005OH00000BfjndYAB,2025-11-20T00:12:24.000+0000,005OH00000BfjndYAB,2025-11-20T00:12:24.000+0000,(604)649-4920,,scott@phemisterfinancial.com,(604)541-8125,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHs77YAC,False,,23896876,0030A0000029dqZQAQ,0010A000002w2H7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T00:34:36.000+0000,False,False,005OH000002iJPDYA2,2025-11-20T00:34:36.000+0000,005OH000002iJPDYA2,2025-11-20T00:34:37.000+0000,005OH000002iJPDYA2,2025-11-20T00:34:37.000+0000,(778)893-8892,(778) 893-8892,xiaomei73@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHsn3YAC,False,,23896707,0030A0000029VcoQAE,0010A000002vvVMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T00:20:04.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T00:20:04.000+0000,005OH00000BfjndYAB,2025-11-20T00:20:05.000+0000,005OH00000BfjndYAB,2025-11-20T00:20:05.000+0000,(604)308-8404,,robert@mrlifeinsurance.ca,(604)504-7546,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHtj3YAC,False,,23895851,0035o000003DAzoAAG,0015o000003rUWUAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Link to be resent follow up,Medium,"Hi Daniel, 

I hope you are doing well. 

I was informed by Eliese today that this application has already been signed by the client and is showing as complete. Once a client signs the application, it becomes locked and cannot be altered.

If changes are required at this stage, you have two options:

1.	Report the changes to your New Business Associate for guidance.
2.	Start a new application with the updated information.

Additionally, due to compliance requirements, application links can only be sent directly to the advisor and not to support staff. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 





Hey Carl,

Due to compliance application links can only be sent to the advisor and not their support staff. This was communicated by me to Daniel yesterday and they seemed to understand that when I spoke with them.
 
Thank you,
 
Eliese Arnold
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
E: Eliese.Arnold@canadalife.com  





Hello Carl,

Thank you for raising this to my attention. The application is already signed by the client and showing as complete. Therefore, any changes that need to be made at this stage will either have to be reported by the advisor to their New Business Associate or they will need to start a new app with the updated information. Once the client signs the application it’s locked in and can’t be altered. I’ve communicated this to the advisor. 
 
Thank you,
 
Eliese Arnold
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
E: Eliese.Arnold@canadalife.com  
 



User called a second time to make sure they will receive the link ASAP as per C23748954 

Hi Daniel, 

Thank you for contacting Workspace Support.  

I resent an email to Eliese for the link. 

She will communicate with you as soon as an update is available. 

Thanks for your patience. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 






Hi Eliese,

Sorry to bother you. Tomorrow when you arrive, can you send an email to daviles@stalwartinsurancegroup.com (Daniel Aviles) once you assigned this case to DAS to get the link resent? 

They called a second time this afternoon asking when they will receive the link, 

Thanks for your help. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: CL Workspace Support 
Sent: Wednesday, November 19, 2025 1:46 PM
To: Arnold, Eliese <Eliese.Arnold@canadalife.com>
Subject: FW: Simple Protect Issue Application ID 60916060-8 - C23748954 - C23892165

Hi Eliese, 

I just spoke to the underwriter that works at Stalwart Insurance Group and they mentioned they had to do some changes to the Simple Protect application below. Because they made changes, they are requesting to have a new link generated and sent to kmakievski@stalwartinsurancegroup.com so that the advisor can send the new link to their client.

Let me know if you have any additional questions. 



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.





From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Wednesday, November 19, 2025 9:03 AM
To: kmakievski@stalwartinsurancegroup.com
Subject: Simple Protect Issue Application ID 60916060-8 - C23748954

Hello Konstantin,

We’re reaching out to you regarding the application issue reported to us by Daniel this morning.

We’ve obtained a direct link for you to provide your client (provided below) so they can review & sign the application.

Application ID 60916060-8 Link: https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=8202c382-b256-419b-8d58-41f90ccff427 Please note this link expires within 72 hours.

Expected Data:

Name: Chin
Postal Code: V7E4L6
Date of Birth: December 20th, 1988

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-19T23:36:28.000+0000,False,False,0055o000001zVCKAA2,2025-11-19T23:30:57.000+0000,0055o000001zVCKAA2,2025-11-20T16:39:15.000+0000,0055o000001zVCKAA2,2025-11-20T16:39:15.000+0000,(604)358-5890,,daniel.aviles@shelterbay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHuiNYAS,False,,23896781,003OH00000EP57pYAD,001OH00000I6sGNYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Caller requesting to receive WS code,Medium,"Advised that if they mean Activation code to reach out to D&M
------------------------
Hi Mary Jane.

Thank you for contacting the Workspace Support team.

It seems that you are not yet registered on Workspace, to get your Repnet activation code please reach out to: Distribution_Methodology@canadalife.com

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: maryjanecastillo@crius.ca <maryjanecastillo@crius.ca> 
Sent: November 19, 2025 2:48 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace code

Good afternoon, Hi my name is Mary Jane Castillo, code #H1922. Just wondering if you can send me my Workspace code, thank you. Blessings, Mary Jane Castillo 204-227-9652 Crius Financial Services Corp.                                       
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon,

Hi my name is Mary Jane Castillo, code #H1922. Just wondering if you can send me my Workspace code, thank you.

Blessings,

Mary Jane Castillo
204-227-9652
Crius Financial Services Corp.",True,2025-11-20T00:25:39.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T00:25:39.000+0000,005OH00000AbCcLYAV,2025-11-20T00:25:54.000+0000,005OH00000AbCcLYAV,2025-11-20T00:25:54.000+0000,(204)227-9652,,maryjanecastillo@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHuwrYAC,False,,23895992,003G000001C3ZGYIA3,0010A000002wReSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect - signature issue,Medium,"*11/19*
----------------

at the end of the call, they advised the client said they received all the signature emails so we stopped trying to escalate to our support team in deference to this new information 

Mike Kucherwy
84979
IG advisor, trying to do a life insurance application in simple protect, not getting his signatureemails,  
went into the app and tried to resend email, tried 2 different addresses none went through. works from the advisors personal mail so the client is receiving emails but just not from docusign


Advisor’s name & phone number MIKE KUCHERAWY 250-727-5824
Application number 60920618-7
ISAM ID (@clext)84979@clext
Description of the issue
IG advisor, trying to do a life insurance application in simple protect, not getting his signature emails,  
went into the app and tried to resend email, tried 2 different addresses none went through. works from the advisors personal mail so the client is receiving emails but just not from docusign 
 
*email*
----------------

Good afternoon Mike, 

Thank you for contacting the Workspace Support Team with your signature inquiry. 

You were having an issue with the client receiving the signature links, you tried to send and resend the links, but it seemed they were not getting them. While we were in the process of escalating this to our L2 team you advised that they had received all the emails and were a bit delayed. The client then advised right before the end of the call over a text message that they deleted the emails; I advised that you should resend the signature link in the way you were doing previously. If you are still having issues with the signature of any kind or if you had other questions or concerns, please reply to this email, we can manually provide signature links in the event that you have another issue. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T00:17:56.000+0000,False,False,005OH000008919xYAA,2025-11-19T23:38:18.000+0000,005OH000008919xYAA,2025-11-20T00:19:17.000+0000,005OH000008919xYAA,2025-11-20T00:19:17.000+0000,(250) 388-4234,(250) 727-5824,mike.kucherawy@investorsgroup.com,(250) 474-7219,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHwNaYAK,False,,23896292,0030A0000029ZaYQAU,0010A000002vypfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-19T23:55:17.000+0000,False,False,005OH00000BfjndYAB,2025-11-19T23:55:17.000+0000,005OH00000BfjndYAB,2025-11-19T23:55:18.000+0000,005OH00000BfjndYAB,2025-11-19T23:55:18.000+0000,(250)376-3936,,scott.peace@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHy7gYAC,False,,23896995,0030A000006I1NHQA0,0010A00000733ApQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T00:46:02.000+0000,False,False,005OH000002iJPDYA2,2025-11-20T00:46:02.000+0000,005OH000002iJPDYA2,2025-11-20T00:46:03.000+0000,005OH000002iJPDYA2,2025-11-20T00:46:03.000+0000,(604)438-1232,(778) 995-9738,biyu.mai@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gHyqnYAC,False,,23896469,0030A0000029VVpQAM,0010A000002vvP1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T00:05:17.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T00:05:17.000+0000,005OH00000BfjndYAB,2025-11-20T00:05:17.000+0000,005OH00000BfjndYAB,2025-11-20T00:05:17.000+0000,(604)557-7497,,lfree@envisionfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gI06EYAS,False,,23896958,0035o000007S1Z7AAK,0015o0000088Vu4AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to Start an Application in New Business Web App,Medium,"The advisor was having trouble logging in to the disability insurance application on the Workspace platform. I helped the advisor navigate to the correct page to start a new disability insurance application. I provided guidance on where to find the application and how to proceed. The advisor was able to access the application after my assistance.

==================emails=================

Hi Chandler, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you start an application in New Business Web app.

For future reference, whenever you want to start a disability insurance application, click on the New Business WebApp tile from your Workspace account : 

 

On the next page, select Disability insurance. Then click on the Start WebApp button. 

Have a wonderful day!

It’s been a pleasure helping you! 😊 If you could spare 5 seconds of your precious time, please click this link to rate my service and share any thoughts on our platform Workspace. Your feedbacks help us improve continuously: complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T00:51:48.000+0000,False,False,0055o000001zVCKAA2,2025-11-20T00:42:43.000+0000,0055o000001zVCKAA2,2025-11-20T00:51:48.000+0000,0055o000001zVCKAA2,2025-11-20T00:51:48.000+0000,(905)328-7677,,chandler@f-w.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gI1qKYAS,False,,23897080,0035o000005rN64AAE,0015o000006PBDgAAO,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA Training Request,Medium,"Hi Michelle, 

Thank you for reaching out to the Workspace Support team to schedule a training session. 

To book a Workspace training session, please provide the following:

•	A few dates and times for booking the training session
•	Best number to reach you 
•	Your time zone
•	Any topic you would like to have training on during this call (if nothing specific, we will do an overview of Workspace and its features)

Have a wonderful day. 😊

 I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, November 18, 2025 5:04 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: Michelle Ho Topic: Would you like additional training on Workspace/Salesforce? Yes What can we help you
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Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Michelle Ho
Topic: 
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:  good service",True,2025-11-20T00:53:39.000+0000,False,False,0055o000001zVCKAA2,2025-11-20T00:53:39.000+0000,0055o000001zVCKAA2,2025-11-21T23:57:22.000+0000,0055o000001zVCKAA2,2025-11-21T23:57:22.000+0000,(647)801-8366,,shuhuah.aif@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gI451YAC,False,,23897057,0030A0000029YydQAE,0010A000002vyKMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T00:50:36.000+0000,False,False,005OH000002iJPDYA2,2025-11-20T00:50:36.000+0000,005OH000002iJPDYA2,2025-11-20T00:50:37.000+0000,005OH000002iJPDYA2,2025-11-20T00:50:37.000+0000,(604)285-7175,(604) 218-0006,agnesmwt@gmail.com,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gI5DxYAK,False,,23896981,0030A000006I1NHQA0,0010A00000733ApQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T00:45:11.000+0000,False,False,005OH000002iJPDYA2,2025-11-20T00:45:11.000+0000,005OH000002iJPDYA2,2025-11-20T00:45:11.000+0000,005OH000002iJPDYA2,2025-11-20T00:45:11.000+0000,(604)438-1232,(778) 995-9738,biyu.mai@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,134.0
500OH00000gICgrYAG,False,,23897200,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,tom.svoboda@ig.ca,,,,0125o0000004MjyAAE,Closed,,Email,,RE: [EXT] Premium Renewal Letter – Canada Post Disruption- Todd Field-Corporate Account - #50010933,Medium,"Proofpoint Encryption I tried to register/log-in, but it’s not working. I cannot access this client renewal – can you pls send to me as PDF so I can review and forward to the client. Cheers, Tom From: Freedom Health <callcentreihs@ securecl. canadalife. com>
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This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
<https://us-phishalarm-ewt.proofpoint.com/EWT/v1/HMCOyEk!2Oh29yOEXT_8NOTK72qZa9wjZDFmq2UT-B0DbyZNu6Ys5K0FRjF8jiX3ZcTOb_rXJc0xUHGw4rsx3797k9lUGrQMUEEvkpNwoZVxtwCXsVqnG5_m6OwSiNkK4eyfrUKjNXf5H122AGMki_mhRWi-8aFm$>
Report Suspicious

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I tried to register/log-in, but it’s not working.  I cannot access this client renewal – can you pls send to me as PDF so I can review and forward to the client.

Cheers,
Tom

From: Freedom Health <callcentreihs@securecl.canadalife.com>
Sent: Tuesday, November 4, 2025 2:43 PM
To: Svoboda, Tom <Tom.Svoboda@IG.ca>
Subject: [EXT] Premium Renewal Letter – Canada Post Disruption- Todd Field-Corporate Account - #50010933

You don't often get email from callcentreihs@securecl.canadalife.com<mailto:callcentreihs@securecl.canadalife.com>. Learn why this is important<https://urldefense.com/v3/__https://aka.ms/LearnAboutSenderIdentification__;!!HMCOyEk!a5ctTXvkVhF7FkZzF91ttTYNh43seVP3Vobf3CIY_aIe016f2aOcE73YWUHhxGBB0qHUMmgAQj0AGYxMRBbR05wZ0B-1B0xj$>
[CL_Bilingual]
[cid:image002.gif@01DC5990.E9727F70]
You have received a secure email from Canada Life.
Vous avez reçu un courriel sécurisé de la Canada Vie.
Click here/Cliquez ici<https://encrypted.canadalife.com/formpostdir/securereader?id=sNMVm146nbModN-Zq7L1Ky0S6Nr_S67O&brand=2c024622f027877e11> by 2025-11-25 13:43 CST

After this date you'll need to open the attachment.
Après cette date, vous devrez ouvrir la pièce jointe
For help, please refer to our Secure Email Service guide./Pour obtenir de l'aide, veuillez consulter notre guide du service de messagerie électronique sécurisé.<https://www.canadalife.com/content/dam/canadalife/documents/ext-files/canada-life-secure-email-service-guide.pdf>
Disclaimer:  The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

If you have concerns about this email, please visit the Contact Us page of www.canadalife.com<http://www.canadalife.com/>.

Avertissement:Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Pour toute préoccupation en lien avec le présent courriel, veuillez consulter la page Pour nous joindre dans le site www.canadavie.com<http://www.canadavie.com/>..
Secured by Proofpoint Encryption, Copyright © 2009-2025 Proofpoint, Inc. All rights reserved.",True,2026-01-19T21:28:14.000+0000,False,False,005OH000006uyEIYAY,2025-11-20T01:13:48.000+0000,005OH000003pdnBYAQ,2026-01-19T21:28:15.000+0000,005OH000006uyEAYAY,2026-01-19T21:28:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEIYAY,,,,,,,1.0,0.0,0.0,,False,134.0
500OH00000gIvcXYAS,False,,23898056,003G0000018f7x6IAA,0010A000002wQ3HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Account access blocked, reset ISAM so he could gain access, issue has happened repeatedly, escalated. 
====================================
Hello Scott, 

Thank you for contacting Workspace Support. It was our pleasure in helping you regain access to your Workspace account. 

Given this issue is happening repeatedly in INC1819408 and INC1775131, we will look further into this. If you have any questions or any other issues, please feel free to respond directly to this email. 

Your voice matters. Let us know what you thought about the quality of service today by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T13:32:01.000+0000,False,False,005OH00000BFQFGYA5,2025-11-20T13:13:55.000+0000,005OH00000BFQFGYA5,2025-11-20T13:32:01.000+0000,005OH00000BFQFGYA5,2025-11-20T13:32:01.000+0000,(204)509-2987,,scott@intentplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJ6j5YAC,False,,23898073,003G0000018f6cQIAQ,0010A000002wOZiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Canada Life Illustrations slow,Medium,"Name: ROBERT DAVID HEALY
Advisor or support staff: Advisor 
Advisor Code: LL22272/W5942
Advisor Name: ROBERT DAVID HEALY	
Phone: (902) 430-5716
Email: rob.healy@healyfinancial.ca		
1. Siebel verification: completed
2. Last Login to Workspace: today
Issue: stuck on CL illustrations through Workspace. hanging up on him.  Started last night, tried on 2 different computers. trying to add a scenario. fail to fetch error seen on 1 computer. spinning wheel on the other /dashboard works. 

FINDINGS: no known issues, it loaded while on the call but he's not trusting it as it didn't work all morning. advised him i'll investigate and get back to him. sent follow up
web illustrator 
found KB0022661  but nothing listed to help here.

SENT FOLLOW UP TO TRY THIS. found KB0022209/KB0011107 sent follow up with instructions to try.
will wait to hear back.


https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001b02MQAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028woBQAQ%26cntc%3D0030A0000028woBQAQ%26id%3D0050A000001b02MQAQ

--------------------------------------***DDS  11/24/2025***--------------------------
RESOLUTION: NO RESPONSE/SENT FINAL FOLLOWUP
--------------------------------------***DDS  11/24/2025***--------------------------
Hello Robert,

Following up on the email below. As we have not received a response, I’ll close this case. 

If you still require assistance do let us know, provide any errors/screenshots, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/21/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  11/21/2025***--------------------------
Hello Robert, 

Following up on my below email. 

If you’re still having issues do let us know if you’ve tried the steps mentioned in my message. Please also provide any errors/screenshots to help us better assist you.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/20/2025***--------------------------
Hello Robert,

Thanks for your patience.

We’ve investigated and still unable to find any issues with your profile or any known issues that maybe causing the reported issues.

Please check the below to add a trusted site and or update as this may be causing the spinning wheel. NOTE step 10 must be done. 

Please try and let us know.

Please also provide me with any screenshots of errors or page where you’re seeing the spinning wheel, thanks.

1. Click on Start and begin typing: internet options.
 
2. Select Internet Options.
 
3. Select the Security tab.
 
4. Select Trusted Sites.
 
5. Select the Sites button.
 
The Trusted sites dialog appears. The address of the website appears in Add this website to the zone.
 
6. Enter the website address in the field “Add this website to the zone:”
 
7. Select Add.
 
The website address appears in the Websites list.
 
8. Select Close.
 
9. Under the heading Security level for this zone move the slider bar to the bottom (LOW)
 
 
 
10. Select OK and close ALL web browsers for your changes to take effect

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/20/2025***--------------------------
Hello Robert,

Thank you for contacting Workspace Support today regarding Canada Life Illustrations not working this morning.

I’m sorry we were unable to resolve the issue while on the call and as mentioned there are no known issues at this time.

As discussed, when trying to add a scenario on Canada Life Illustrations, you can access the dashboard ok but you’re seeing a spinning wheel and nothing happens. 

You also tried to access on another computer, there you saw an error, fail to fetch.

While on the call ,it seems to have loaded so you can access what you need to however as you have a meeting shortly you need to ensure this does not fail.

I will investigate further at this end and get back to you with any updates as soon as I have them.

Please also provide me with any screenshots of errors or page where you’re seeing the spinning wheel, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-24T18:15:14.000+0000,False,False,005OH00000AUS7aYAH,2025-11-20T13:14:38.000+0000,005OH00000AUS7aYAH,2025-11-24T18:15:14.000+0000,005OH00000AUS7aYAH,2025-12-13T02:01:55.000+0000,(902)425-8223,(902) 430-5716,rob.healy@healyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJJA6YAO,False,,23900298,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:30:57.000+0000,False,False,005OH000003ds0PYAQ,2025-11-20T14:30:57.000+0000,005OH000003ds0PYAQ,2025-11-20T14:30:58.000+0000,005OH000003ds0PYAQ,2025-11-20T14:30:58.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJO6XYAW,False,,23900459,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:35:12.000+0000,False,False,005OH000004pk06YAA,2025-11-20T14:35:12.000+0000,005OH000004pk06YAA,2025-11-20T14:35:12.000+0000,005OH000004pk06YAA,2025-11-20T14:35:12.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJRSZYA4,False,,23899704,0030A0000029YglQAE,0010A000002vy3NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:16:27.000+0000,False,False,005OH000004pk06YAA,2025-11-20T14:16:27.000+0000,005OH000004pk06YAA,2025-11-20T14:16:28.000+0000,005OH000004pk06YAA,2025-11-20T14:16:28.000+0000,(416)245-8785,(416) 568-6273,mariannepisani@hotmail.com,(416)245-0879,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJTuWYAW,False,,23899633,003G0000018f789IAA,0010A000002wPBSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERROR ON CRM DOWNLOAD - INC1864088,Medium,"*** DDS 25NOV2025 ***
user confirmed file downloaded successfully
*** DDS 21NOV2025 ***
LAB advised issue should be resolved, called and got VM, email sent asking user to re-try

*** DDS 20NOV2025 ***
known issue, INC1864088 submitted

Name: HASAN DAVAR KHAN
Advisor or support staff: Advisor 
Advisor Code: F2537 AND ll29604
Advisor Name: HASAN DAVAR KHAN	
Phone: (905) 616-8632
Email: hasan@credentialfinancial.com		
1. Siebel verification: VERIFIED
2. Last Login to Workspace:
Issue: CRM DOWNLOAD. trying to download. Error#--see attached. 
FILE SIZE SHOWS 0.00mb. when he download, it shows cannot open the file as zip archive. errors, is not archive
HAS UNTIL NOV 23RD

FINDINGS:
says he sent an email Tuesday 9:36pm. CHECKED BOTH INBOXES, NOTHING RECEIVED. sent an email to him now/he replied with the error. 
signed in as advisor on SF. tried to download, file size is 0.00 mb date created August 25 2025

CALLED ASSIST DESK/SPOKE TO JERMEY, SHOWED ME HOW TO EXTRACT. I RECEIVE AN ERROR saying Cannot complete the compressed zipped folders extraction wizard, the compressed zipped folder is empty. before you extract files you must copy files to this compressed zipped folder.

FOLLOWING KB0022802.  did a log me in session. had him sign out of workspace/deleted older downloads. tried again, same error as i received. ITS ATTACHED.

CALLED ASSIST DESK AGAIN/SPOKE TO JENNIFER. SHE NOTED THE ABOVE KB ISN'T CORRECT...
says they need to contact their TSP. advisor doesn't have one. Jennifer is checking with Charles and will update me further. as per Jennifer, its a known issue. Charles is waiting on a fix path. Waiting on Jennifer to further update

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001ecjyQAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028xP0QAI%26cntc%3D0030A0000028xP0QAI%26id%3D0050A000001ecjyQAA

RESOLUTION: 
AS DISCUSSED WITH JENNIFER AT ASSIST DESK, SHE WILL HAVE TO ESCALATE. INC1864088 SENT JENNIFER ALL THE DETAILS. SENT FOLLOW UP TO HASAN TO LET HIM KNOW AND CLOSING MY CASE.

--------------------------------------***DDS  11/20/2025***--------------------------
Good morning Hasan,

That is wonderful news, thank you very much for confirming. I will mark the issue as resolved. Please let me know if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Hasan Davar Khan <Hasan@CredentialFinancial.com> 
Sent: November 24, 2025 8:41 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Archille, Samy <Samy.Archille@conseilscanada.com>
Subject: [EXT] RE: Screenshot for Samy Case#23899633/INC1864088

Hello Jennifer, Yes, the file has downloaded. I’m going to do a random check over the next few days just to be sure that there is no data missing. Thank you for your help. Warm Regards, Hasan From: Workspace Support <WorkspaceSupport@ canadalife. com>
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Jennifer,

Yes, the file has downloaded.  I’m going to do a random check over the next few days just to be sure that there is no data missing.  Thank you for your help.

Warm Regards,

Hasan

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 24, 2025 11:31 AM
To: Hasan Davar Khan <Hasan@CredentialFinancial.com>
Cc: Archille, Samy <Samy.Archille@conseilscanada.com>
Subject: RE: Screenshot for Samy Case#23899633/INC1864088

Good morning Hasan,

I have received confirmation from our Tier 3 support team that the correct file should now be available for download. Can you please try again and let me know if you are successful?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Hasan,

I’ve escalated your ticket to our 2nd level support and they’re actively working on it keeping in mind the Nov 23rd deadline.

They will reach out to you directly by email/phone as soon as they have more information, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  11/20/2025***--------------------------

Thanks Hasan.

As discussed, the file size seen in Workspace is 0.00mb and when trying to extract it shows the empty. 

I’ve escalated this to be further investigated and will provide you with an update by end of day today regardless of the status.

Thanks for your patience, appreciated. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com

-------------------------------

Hello Hasan,

I am reaching out from Workspace Support as we had escalated a ticket regarding your CRM file issue yesterday and we have been advised that the file was refreshed. I just tried calling you at (905) 616-8632 and got your VM. Can you please try downloading the file again and let me know if you are successful?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T15:20:20.000+0000,False,False,005OH00000AUS7aYAH,2025-11-20T14:14:44.000+0000,005OH00000AUS7aYAH,2025-11-25T13:05:35.000+0000,005OH000006wv2TYAQ,2025-11-25T13:05:35.000+0000,(905)616-8632,(905) 616-8632,hasan@credentialfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJVPmYAO,False,,23899991,003G0000018f6gZIAQ,0010A000002wOgvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:23:37.000+0000,False,False,005OH00000245ROYAY,2025-11-20T14:23:37.000+0000,005OH00000245ROYAY,2025-11-20T14:23:37.000+0000,005OH00000245ROYAY,2025-11-20T14:23:38.000+0000,(519)336-0999,(226) 927-6325,arun@barillandcompany.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJXXyYAO,False,,23899751,0030A0000029YglQAE,0010A000002vy3NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:17:42.000+0000,False,False,005OH000004pk06YAA,2025-11-20T14:17:42.000+0000,005OH000004pk06YAA,2025-11-20T14:17:43.000+0000,005OH000004pk06YAA,2025-11-20T14:17:43.000+0000,(416)245-8785,(416) 568-6273,mariannepisani@hotmail.com,(416)245-0879,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJXrNYAW,False,,23900699,0030A000006RfFzQAK,0010A000007Myk9QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor unable to see advisor code: F5563 - SIEBEL not showing advisor code is active. Redirected to contracts&compensation@canadalife.com  
======================================
Hello Ann, 

Thank you for contacting Workspace Support. Though we could not address your issue directly in not being able to see Advisor Code F5563 on FASATWeb, we highly encourage you to contact contracts&compensation@canadalife.com for further compensation-related issues. 

We attached a screenshot of the advisor code F5563 not appearing in IC. 

Your voice matters. Let us know what you thought about the quality of service provided today by filling out a brief survey here. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T15:14:12.000+0000,False,False,005OH00000BFQFGYA5,2025-11-20T14:41:04.000+0000,005OH00000BFQFGYA5,2025-11-20T15:42:11.000+0000,005OH00000BFQFGYA5,2025-11-20T15:42:11.000+0000,(226)280-7343,(226) 280-7343,alucente@stewartfisher.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJY4FYAW,False,,23900835,0030A0000029colQAA,0010A000002w1QpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Melba,

Our team has received your request to provide Client Listings report for Advisor code 28322. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






Hello Melba,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
K8RP8F3LOP
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





Please handle accordingly.  No response to Contact Centre is required.

Advisor name: MELBA BELO
Advisor code(s) 28322 
First and last name of caller: ZYRUS BELO 
Relationship to advisor:  AOR Asst. 
Advisor's language of preference: English
Caller's email: melbabelo@3ifinancial.com 

***********************************************************************************************
Notes:

Please provide the client listing for the advisor codes above. AOR Office requesting it as they are wanting to verify which clients have an upcoming renewal date. 

Thanks,

LL69675
Client Service Representative, Insurance Solutions
Client Service Centre, Canada Operations, T-376

This email is being sent from a general delivery mailbox. Replies are not monitored. To reach our Client Service Centre, please call 1-888-252-1847. 

Looking for quick access to info about your investments, savings and insurance products? 
Register for My Canada LifeTM today to find everything in one convenient place! 


 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-20T14:44:26.000+0000,False,False,005OH0000088z1hYAA,2025-11-20T14:44:26.000+0000,005OH0000088z1hYAA,2025-11-20T14:49:00.000+0000,005OH0000088z1hYAA,2025-11-20T14:49:00.000+0000,(647)203-0199,,melbabelo@3ifinancial.com,(877)775-7863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJYKLYA4,False,,23899328,0030A0000029YY3QAM,0010A000002vxwvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Commissions access,Medium,"*** DDS Nov 20th, 2025 ***
User wants to access commissions. It's found in WebFasat, so I indicated how to find it on Workspace.
==================
Bonjour Mélanie,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder aux commissions de Roch.

Une fois que vous avez accès au compte Espace Affaires, vous pouvez descendre sur la page d’Aperçu et cliquer sur WebFasat pour accéder au relevé de commissions :

 

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-20T14:27:50.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-20T14:06:43.000+0000,005OH00000AbJ7aYAF,2025-11-20T14:27:51.000+0000,005OH00000AbJ7aYAF,2025-11-20T14:27:51.000+0000,(418)571-9381,,rockgagnon@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJeXuYAK,False,,23903320,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-11-20T15:39:59.000+0000,False,False,005OH000006uyEBYAY,2025-11-20T15:35:48.000+0000,005OH000006uyEBYAY,2025-11-20T15:39:59.000+0000,005OH000006uyEBYAY,2025-11-20T15:39:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJg8FYAS,False,,23902307,003OH00000MM1aHYAT,001OH00000R9DL4YAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:16:45.000+0000,False,False,005OH00000245RQYAY,2025-11-20T15:16:45.000+0000,005OH00000245RQYAY,2025-11-20T15:16:45.000+0000,005OH00000245RQYAY,2025-11-20T15:16:45.000+0000,(819)500-1334,,hamed.faizi@gestaltfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJgmcYAC,False,,23901124,0030A000008Eo7XQAS,0015o000008Cyt8AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:51:22.000+0000,False,False,005OH000002N6huYAC,2025-11-20T14:51:22.000+0000,005OH000002N6huYAC,2025-11-20T14:51:22.000+0000,005OH000002N6huYAC,2025-11-20T14:51:22.000+0000,(819) 758-7922,,mlgilbert@agfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJi0LYAS,False,,23900089,003G0000018f7F7IAI,0010A000002wPJuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- User is not able to see a policy,Medium,"User indicated they were not able to see a client under Workspace. Showed user that they can search through the top search bar on the right hand side and thorugh ""Managing clients"" by typing there full name. 

Email: s.heelis@bhhbenefits.com 
Policy: b449326-7

**********************************************************
Good morning, Scott

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your clients!
 
You can search for a policy by typing it on the top right hand search bar of Workspace. Another method of search for a client is through ‘Manage clients’ and typing their full name and clicking on search. 
 
If you have any questions or need further assistance, we’re here to help!

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T14:34:16.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T14:25:45.000+0000,005OH00000BG5v4YAD,2025-11-20T14:38:47.000+0000,005OH00000BG5v4YAD,2025-11-20T14:38:47.000+0000,(905)688-8485,,s.heelis@bhhbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJiDNYA0,False,,23902827,0030A0000029aPhQAI,0010A000002vzZLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:26:47.000+0000,False,False,005G0000002gxxjIAA,2025-11-20T15:26:47.000+0000,005G0000002gxxjIAA,2025-11-20T15:26:47.000+0000,005G0000002gxxjIAA,2025-11-20T15:26:47.000+0000,(450)973-2424,,luc.rodrigue@partenaire-conseils.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJiWeYAK,False,,23901965,0035o000004BpgmAAC,0015o000004ljFYAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Cal back for the final authentication,True,2025-11-20T15:15:07.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T15:10:08.000+0000,005OH00000BFPZHYA5,2025-11-20T15:15:07.000+0000,005OH00000BFPZHYA5,2025-11-20T15:15:07.000+0000,(519)821-5853,,rk.white@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJkWpYAK,False,,23900954,0030A0000029ijOQAQ,0010A000002w6NBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:47:55.000+0000,False,False,0055o000001NWfMAAW,2025-11-20T14:47:55.000+0000,0055o000001NWfMAAW,2025-11-20T14:47:56.000+0000,0055o000001NWfMAAW,2025-11-20T14:47:56.000+0000,(647)705-7443,,insurancebymira@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJklNYAS,False,,23901049,003OH00000VGf3sYAD,001OH00000c8cANYAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registering for Workspace,Medium,"***2025/11/25***
H Marianne,

Thanks for letting us know, and sorry you’re still having difficulty registering for Workspace Please reply to this email with an EST time that works for you and a Phone number to reach you at, then we can setup a call today or tomorrow and would be happy to go through the registration together with you. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Marianne agudo <marianne@wealthplanatlantic.ca> 
Sent: Tuesday, November 25, 2025 9:18 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace - 23901049

Hi All, Same as with previous error, I am unable to complete the first step - STEP 1: Register for a User ID (formerly RepNet ID) I copied the info to use on initial email to register on RepNet but see below errors. Note: I am not on #2 Workspace
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi All,

Same as with previous error, I am unable to complete the first step - STEP 1: Register for a User ID (formerly RepNet ID) 
I copied the info to use on initial email to register on RepNet but see below errors.

Note: I am not on #2 Workspace registration yet.

 

Book time with Marianne Agudo 



***2025/11/20***
 
 
==================================================================================
 Marianne Agudo is registering for ADSL Workspace and wait 2 business days to register. I have sent an email clarifying the steps.
 
==================================================================================
 
***Email Chain***
 Hello Marianne, 

Thank you for contacting Workspace Support regarding your Workspace Registration issue. To confirm, you do have to wait 2 business days after getting your User ID to then finish registering for Workspace. If you have waited the 2 business days, you can follow these steps to complete your Workspace Registration.

If you have any other issues or difficulty in registering for Workspace, please do not hesitate reach via email and we can setup a call to troubleshoot and we would be happy to walk you through the steps.

Please go to: https://workspace.canadalife.com/registration

1.	Please input your User ID and Password.
 

2.	Please input your advisor code.
 

3.	Please read and agree to the terms of Workspace.
 
4.	A verification email will be sent to your email that was registered.
 
5.	Once that is confirmed you have successfully completed setting up Workspace by click “Verify now”!
 


We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Marianne agudo <marianne@wealthplanatlantic.ca> 
Sent: Wednesday, November 19, 2025 2:18 PM
To: Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace

Oh, I thought it was meant for once you’re registered for UserID to wait two days before registering for Workspace. Get Outlook for iOS From: Pozzebon, Jenna <Jenna. Pozzebon@ canadalife. com> Sent: Wednesday, November 19, 2025 3: 12: 35 PM
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Oh, I thought it was meant for once you’re registered for UserID to wait two days before registering for Workspace. 

Get Outlook for iOS
________________________________________
From: Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com>
Sent: Wednesday, November 19, 2025 3:12:35 PM
To: Marianne agudo <marianne@wealthplanatlantic.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace 
 
Hello, the email below says to wait 2 business days to register. 
 
@Workspace Support – please respond. 
 
 
Jenna Pozzebon, ALMI
Contracts & Compensation Specialist | Contracts and Licensing 
Jenna.Pozzebon@canadalife.com  |  519-435-6968
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Marianne agudo <marianne@wealthplanatlantic.ca> 
Sent: 19-Nov-25 2:08 PM
To: Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace
 
Hi Jenna, I’m getting this error below: Book time with Marianne Agudo From: Pozzebon, Jenna <Jenna. Pozzebon@ canadalife. com> Sent: November 19, 2025 3: 00 PM To: Marianne agudo <marianne@ wealthplanatlantic. ca> Subject: Register for
Hi Jenna,
 
I’m getting this error below:
 
 
 
Book time with Marianne Agudo 
 
From: Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com> 
Sent: November 19, 2025 3:00 PM
To: Marianne agudo <marianne@wealthplanatlantic.ca>
Subject: Register for access to Canada Life Workspace
 
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•       This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•       Do not use your employee ID as your User ID (formerly RepNet ID) as this may restrict your access.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	You must use the email noted below for all digital platform registrations.
•	Please wait 2 business days after receiving your User ID to register for Workspace.
•	Workspace has separate versions for Canada Life Direct and MGA business; even if you're already registered for the MGA version, you'll need to register separately for the Direct version to manage Direct business.
 
Your registration information
Name:	MARIANNE AGUDO
Advisor code*:	F8104
Activation code:	1-1F2GROP
Email:	marianne@wealthplanatlantic.ca

* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID) 
•       Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•       Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Grant third-party access to your support team (optional)
•       To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form. This form can also be downloaded from Workspace.
•	Once authorized, delegates will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your advisor code(s).
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.
 
Thank you,
 
 
Jenna Pozzebon, ALMI
Contracts & Compensation Specialist | Contracts and Licensing 
Jenna.Pozzebon@canadalife.com  |  519-435-6968
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-20T14:50:19.000+0000,False,False,005OH00000BFPZIYA5,2025-11-20T14:49:55.000+0000,005OH00000BFPZIYA5,2025-11-26T16:14:36.000+0000,005OH00000BFPZIYA5,2025-11-26T16:14:36.000+0000,(506)349-5363,,connect@marianneagudo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJlvtYAC,False,,23900414,0035o000007iWmLAAU,0015o000008PvMuAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Support staff wanted assistance and clarification on how to create a new policy.

*****
Hi Cecile , thank you for contacting the workspace support today.
To recap our call, you wanted clarification how to submit documents via workspace for a policy. We did a remote log me in session and realized for the type of policy you’re starting it would need to be created in the investment center and for this process the Quadrus ASR should be able to assist. 1-888-532-3322
Feel free to reach out if you have any issues",True,2025-11-20T14:56:37.000+0000,False,False,005OH00000BFQFCYA5,2025-11-20T14:33:52.000+0000,005OH00000BFQFCYA5,2025-11-20T15:00:35.000+0000,005OH00000BFQFCYA5,2025-11-20T15:00:35.000+0000,(905)599-2343,,percy.pierre@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJm3yYAC,False,,23900951,0030A0000029o2uQAA,0010A000002wAmcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:47:51.000+0000,False,False,005OH000004pk06YAA,2025-11-20T14:47:51.000+0000,005OH000004pk06YAA,2025-11-20T14:47:52.000+0000,005OH000004pk06YAA,2025-11-20T14:47:52.000+0000,(905)760-8508,(416) 809-5708,kris.svirkov@totalinsurancesolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJmolYAC,False,,23901452,0030A0000029VTVQA2,0010A000002vvMlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:58:58.000+0000,False,False,005OH0000084GETYA2,2025-11-20T14:58:58.000+0000,005OH0000084GETYA2,2025-11-20T14:58:58.000+0000,005OH0000084GETYA2,2025-11-20T14:58:58.000+0000,(416)726-3233,,juliana.chan@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJnpdYAC,False,,23900576,0030A0000029l95QAA,0010A000002w8KSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:37:52.000+0000,False,False,0055o000001t1uPAAQ,2025-11-20T14:37:52.000+0000,0055o000001t1uPAAQ,2025-11-20T14:37:52.000+0000,0055o000001t1uPAAQ,2025-11-20T14:37:52.000+0000,(416)418-7778,,dtklin59@gmail.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJoAbYAK,False,,23900614,0030A0000029l95QAA,0010A000002w8KSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:39:01.000+0000,False,False,0055o000001t1uPAAQ,2025-11-20T14:39:01.000+0000,0055o000001t1uPAAQ,2025-11-20T14:39:02.000+0000,0055o000001t1uPAAQ,2025-11-20T14:39:02.000+0000,(416)418-7778,,dtklin59@gmail.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJq17YAC,False,,23900782,0030A0000029jkpQAA,0010A000002w7DCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect link - INC1864208,Medium,"*** DDS 21NOV2025 ***
f/u email sent to advisor

*** DDS 20NOV2025 ***
INC1864208 escalated to the lab

User is indicating the client is receiving an error message when attempting to open the link. 

Application: 60920605-5 (Earl Smith) 
Advisor: JAMES M HODDER 
Code: D6745
Email: jim@gfin.ca

Escalated to L2 (Jennifer) 

*****************************************
Good morning, James

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the Simple Protect link!
 
Please send a screen shot of the error message the client is receiving when attempting to open the new link sent yesterday for application: 60920605-5. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

-----------------EMAIL:

Hello Jim,

I am following up on the email below. Please let me know if you are still having issues in submitting the application or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 20, 2025 12:22 PM
To: Jim Hodder <jim@georgianfinancial.ca>
Cc: jim@gfin.ca
Subject: RE: [EXT] Fwd: - C23900782/INC1864208

Hello Jim,

I am reaching out from Workspace Support regarding the error message your client was getting when attempting to sign Simple Protect application 60920605-5. We have received confirmation from our Simple Protect team that a datafix was applied. Can you please confirm if you are able to proceed with the application?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T14:58:07.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T14:43:13.000+0000,005OH00000BG5v4YAD,2025-11-21T16:06:32.000+0000,005OH000006wv2TYAQ,2025-11-21T16:06:32.000+0000,(709)689-2755,,jim@gfin.ca,(888)841-5018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJqh4YAC,False,,23900885,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:45:43.000+0000,False,False,0055o000001NWfMAAW,2025-11-20T14:45:43.000+0000,0055o000001NWfMAAW,2025-11-20T14:45:44.000+0000,0055o000001NWfMAAW,2025-11-20T14:45:44.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJsHUYA0,False,,23901290,0030A0000029o2uQAA,0010A000002wAmcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:55:18.000+0000,False,False,005OH000004pk06YAA,2025-11-20T14:55:18.000+0000,005OH000004pk06YAA,2025-11-20T14:55:19.000+0000,005OH000004pk06YAA,2025-11-20T14:55:19.000+0000,(905)760-8508,(416) 809-5708,kris.svirkov@totalinsurancesolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJtAKYA0,False,,23901680,0035o000004BpgmAAC,0015o000004ljFYAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Successfully assisted the advisor setting up his MFA
=================

Hi Ryan,

Thank you for contacting the workspace support about resetting your multi-factor authenticator app/MFA.

We were able to successfully reset your MFA and has given you access to your workspace. 

Appreciate your cooperation in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-20T15:13:50.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T15:04:37.000+0000,005OH00000BFPZHYA5,2025-11-20T15:18:27.000+0000,005OH00000BFPZHYA5,2025-11-20T15:18:27.000+0000,(519)821-5853,,rk.white@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJtIPYA0,False,,23902068,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:11:34.000+0000,False,False,005OH000002N6huYAC,2025-11-20T15:11:34.000+0000,005OH000002N6huYAC,2025-11-20T15:11:34.000+0000,005OH000002N6huYAC,2025-11-20T15:11:34.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJtVIYA0,False,,23902965,003OH00000XTCKeYAP,001OH00000feEj4YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:29:25.000+0000,False,False,005OH000007fgYjYAI,2025-11-20T15:29:25.000+0000,005OH000007fgYjYAI,2025-11-20T15:29:25.000+0000,005OH000007fgYjYAI,2025-11-20T15:29:25.000+0000,(819)208-1011,,diana@dijouxconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJxVdYAK,False,,23901399,0030A00000BJUgHQAX,0010A00000BtphQQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T14:57:50.000+0000,False,False,005OH0000084GETYA2,2025-11-20T14:57:50.000+0000,005OH0000084GETYA2,2025-11-20T14:57:50.000+0000,005OH0000084GETYA2,2025-11-20T14:57:50.000+0000,(647)675-3886,,everlastinsuranceplanninginc@gmail.com,(647)675-3886,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gJygDYAS,False,,23901498,0030A0000076m5GQAQ,0010A000007xXx4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:00:06.000+0000,False,False,005OH00000245RQYAY,2025-11-20T15:00:06.000+0000,005OH00000245RQYAY,2025-11-20T15:00:06.000+0000,005OH00000245RQYAY,2025-11-20T15:00:06.000+0000,(514)991-4818,,rongrong.dong@yuanrongwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gK2FIYA0,False,,23904597,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:57:13.000+0000,False,False,005OH000007fgYjYAI,2025-11-20T15:57:13.000+0000,005OH000007fgYjYAI,2025-11-20T15:57:14.000+0000,005OH000007fgYjYAI,2025-11-20T15:57:14.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gK3OHYA0,False,,23903758,003G0000018f6jfIAA,0010A000002wOjtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:42:54.000+0000,False,False,0050A000000Hq5PQAS,2025-11-20T15:42:54.000+0000,0050A000000Hq5PQAS,2025-11-20T15:42:55.000+0000,0050A000000Hq5PQAS,2025-11-20T15:42:55.000+0000,(905)372-0620,(905) 626-7440,stephen@stephencragg.com,(289)252-0967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gK3chYAC,False,,23903877,003OH00000KUkMvYAL,001OH00000P0g2hYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:45:04.000+0000,False,False,0055o000001NWfMAAW,2025-11-20T15:45:04.000+0000,0055o000001NWfMAAW,2025-11-20T15:45:05.000+0000,0055o000001NWfMAAW,2025-11-20T15:45:05.000+0000,(416)571-2780,,cherians4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gK42VYAS,False,,23902389,003G0000018f7AeIAI,0010A000002wPEdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Needed assistance with updated client's email and number within workspace, we did a remote log me in session to work together on updating the info.
********

Hi Debra , thank you for contacting the workspace support today.

To recap our call, we did a log me in session and updated client’s email and phone number and we were able to ensure the changes took effect. In the future you can try refreshing your browser after making changes to confirm they updated successfully.



We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-20T15:29:06.000+0000,False,False,005OH00000BFQFCYA5,2025-11-20T15:18:07.000+0000,005OH00000BFQFCYA5,2025-11-20T15:32:37.000+0000,005OH00000BFQFCYA5,2025-11-20T15:32:37.000+0000,(902)402-5477,(902) 402-5477,debra@nationalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gK4DmYAK,False,,23902023,003G0000018f6wTIAQ,0010A000002wOyLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:11:00.000+0000,False,False,005OH00000245RQYAY,2025-11-20T15:11:00.000+0000,005OH00000245RQYAY,2025-11-20T15:11:01.000+0000,005OH00000245RQYAY,2025-11-20T15:11:01.000+0000,(514)743-7013,(514) 743-7013,alan.david@insure-invest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gK5jJYAS,False,,23902062,0030A000001aVnVQAU,001G000001jh05OIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:11:32.000+0000,False,False,005OH0000030c5BYAQ,2025-11-20T15:11:32.000+0000,005OH0000030c5BYAQ,2025-11-20T15:11:33.000+0000,005OH0000030c5BYAQ,2025-11-20T15:11:33.000+0000,(705) 748-5101,,terraf@lighthouseprivatewealth.ca,(705) 874-3262,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gK8qtYAC,False,,23902463,003G0000018f7ocIAA,0010A000002wPv4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP application link immediately expires,Medium,"*** DDS 20NOV2025 ***
Link Active: https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=556d3fe8-8f33-4f10-ac12-e6652643c73d

Expected data: Fournier|G7S 0C7|29/05/1983

*** DDS Nov 20th, 2025 ***
User is sending a policy for himself. When he opens the link, it says it has expired even though the email was sent/received less than 5 minutes before. Sent request for link to leaders by email.
=================
Bonjour Jean-François,

C’était un plaisir de vous parler aujourd’hui au sujet d’un lien de proposition qui ne fonctionne pas.

Durant notre appel, vous avez indiqué que le lien indique « expiré » en ouvrant l’email peu de temps après le recevoir. J’ai donc transféré les informations de cette proposition à notre équipe du Laboratoire Digital pour qu’ils puissent vous envoyer un nouveau lien par email pour que vous puissiez finir la soumission de cette proposition. Vous allez recevoir ce courriel très bientôt.

C’était un plaisir de vous aider aujourd’hui. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2026-01-29T16:13:44.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-20T15:19:31.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:13:45.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:13:45.000+0000,(418)590-2361,(418) 590-2361,jffournierass@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKDtpYAG,False,,23906517,003OH00000KUhgmYAD,001OH00000P0g2VYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-rep net activation code,Medium,"**DDS**11/20/2025
user would like assitance with registering on workspace.she does not have repnet activation code 
refer to ds and instruction on creating user id.
email =================
Bonjour Ginette,

Merci d’avoir contacté le support de l’espace concernant votre soucis inscription de ‘espace affaire, J'ai vraiment apprécié notre échange.

Première étape :
Pour la demande de votre code d’activation rep net (REP NET USER ACTIVATION CODE), veuillez envoyer un courriel à distribution_methodology@canadalife.com.

Une fois que vous avez reçu votre code, veuillez suivre l’étape ci-dessous pour créer votre identifiant utilisateur

Après avoir vérifié son compte, vous devez d'abord créer un nom d’utilisateur, anciennement connu sous le nom d'identifiant utilisateur Réseau Rep. (REP NET)
Utilisez ce lien pour créer un nom d’utilisateur.
 
Une fois le lien ouvert, cliquez sur « Inscrivez-vous des maintenant », acceptez les conditions générales et saisissez votre code de distribution et votre code d'activation (dans le courriel venant de Distribution Methodology).
Une fois celui-ci créé, vous devrez attendre 48 heures avant de vous inscrire à Espace affaire - Register. En suivant les étapes ci-apres :
 
Étape 1 : Cliquez sur le lien https://lifeco.my.site.com/workspace/s/login/SelfRegister
Étape 2 : Saisissez votre identifiant RepNet et votre mot de passe.
Étape 3 : Saisissez votre code Comp.
Étape 4 : Saisissez votre prénom et votre nom, ainsi qu'une adresse e-mail et un mot de passe.
Étape 5 : Cliquez sur Suivant pour accéder à la page suivante.
 
Lisez et acceptez les conditions d'utilisation.
Étape 6 : Un courriel de vérification sera envoyé à l'adresse e-mail que vous avez saisie à l'étape précédente.
Étape 7 : Vérifiez le courriel en cliquant sur Vérifier maintenant.
 
Votre compte sera activé une fois le courriel vérifié.
 
Pour vous connecter à Workspace, cliquez sur ce lien https://lifeco.my.site.com/workspace/s/

Si vous avez besoin d’aide pour l’une des étapes ci-dessus, veuillez m’envoyer 2 créneaux de votre temps disponible et nous pourrons nous connecter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur Simplement Protégé: Simplement Protégé - Apprentissage et soutien
    
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ",True,2025-11-21T14:45:46.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-20T16:28:56.000+0000,005OH00000AZ3ZxYAL,2025-11-21T14:45:46.000+0000,005OH00000AZ3ZxYAL,2025-11-21T14:45:46.000+0000,(514)895-3921,,servicesfinanciersgplamondon@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKLL5YAO,False,,23903838,003G0000018f6jfIAA,0010A000002wOjtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:44:12.000+0000,False,False,0050A000000Hq5PQAS,2025-11-20T15:44:12.000+0000,0050A000000Hq5PQAS,2025-11-20T15:44:13.000+0000,0050A000000Hq5PQAS,2025-11-20T15:44:13.000+0000,(905)372-0620,(905) 626-7440,stephen@stephencragg.com,(289)252-0967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKMtrYAG,False,,23903946,003OH00000JynSlYAJ,001OH00000OQ6K8YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:46:11.000+0000,False,False,0055o000001h4cFAAQ,2025-11-20T15:46:11.000+0000,0055o000001h4cFAAQ,2025-11-20T15:46:11.000+0000,0055o000001h4cFAAQ,2025-11-20T15:46:11.000+0000,(204)362-7288,,andy@mikelynesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKPenYAG,False,,23903747,003G0000018f7COIAY,0010A000002wPGMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-client address required verification-2nd level escalated,Medium,"**DDS**11/20/2025
user called regarding address update for 
client:
Name:lazure emilie
DOB:27 apr 1989
policy:F574011659
saleforce id:003OH00000TQc4EYAT
change require confirmation from client however the information requested is giving error not able to confirm indentity.

new Address:
27 RUE D'AUTEUIL
STE-JULIE
QC
J3E 3K9
CA",True,2025-11-20T16:12:20.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-20T15:42:48.000+0000,005OH00000AZ3ZxYAL,2025-11-20T16:19:20.000+0000,005OH00000AZ3ZxYAL,2025-11-20T16:19:20.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKSO9YAO,False,,23904072,0030A0000029fp7QAA,0010A000002w3uBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Name: Jenny Mathieu
Advisor or support staff: Advisor support
Advisor Code: 89068
Advisor Name: BRIAN NEALE	--NATIONAL ACCOUNT
Phone: 
Email: jenny.mathieu@rbc.com		
1. Siebel verification: VERIFIED ADVISORS INFO
2. Last Login to Workspace:
Issue: started the process to access workspace but not sure where it left off. 

FINDINGS> found Jenny in Siebel under CL profile. 
found active sf profile.
LAST LOGIN IS 10/30/2025 2:05 PM
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000BYNyLYAX%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000005iJhpAAE%26cntc%3D0035o000005iJhpAAE%26id%3D005OH00000BYNyLYAX

TRIED TO DO LOG ME IN/RE-STRICTED, SHE'S UNABLE TO.
had her sign into workspace, 
ERR-W1282 - KB0020561  she did forgot password/reset and 
she then signed in with the new password

screen indicated she will receive a 5 digit code (had her take a screenshot/as i had the same issue previously.) 
she was using chrome.
had her use edge now, go to https://workspace.canadalife.com/
she signed in, again not prompted to setup MFA , 5 digit code is sent to her
she is able to sign in again.
she will send me the screenshot

advised her we will investigate and get back to her.

RESOLUTION: JENNIFER/ELIESE CONFIRMED IN QUESTION CORNER - National account so they will get emailed a code--All national account users except for Primerica.

SENT FOLLOW UP
--------------------------------------***DDS  11/20/2025***--------------------------
Hello Jenny,

Thanks for the screenshot.

I’ve confirmed what you’re seeing is correct. 

As the advisor is a national account, when you sign into Workspace, you will indeed be presented with the message of a 5 digit code is sent to your email.

No further action is needed on this case as you’re able to sign into Workspace as intended, thanks for your patience and have a great day.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   






--------------------------------------***DDS  11/20/2025***--------------------------
Hello Jenny,

Thank you for contacting Workspace Support today with regards to accessing Workspace.

I’m glad I was able to help you with the password re-set, and you were able to sign into your Workspace.
During sign in, you were then presented with an unusual message saying “we sent a one-time verification code to your email” you checked your email, received the code, entered it and was able to sign into Workspace, as this is not the correct setup for MFA
I had you access Workspace from another browser, and the same message appeared.
As discussed for now, please use this method to sign into Workspace while we investigate this further.
 In the meantime, please send me a screenshot of the page where it indicates the message that a verification code is being emailed to you/send me the complete screenshot of the page, thanks.
🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-20T17:18:21.000+0000,False,False,005OH00000AUS7aYAH,2025-11-20T15:48:24.000+0000,005OH00000AUS7aYAH,2025-11-20T17:18:21.000+0000,005OH00000AUS7aYAH,2025-11-20T17:18:21.000+0000,(416)486-0951,,brian.neal@cibi.ca,(416)489-5311,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKUwDYAW,False,,23904277,0030A0000029f6QQAQ,0010A000002w3KaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,request access to the advisor's workspace,Medium,"For authentication purposes, advised ASA to let the advisor call us  however she wanted me to call the advisor instead Eila Akbari Sarasia at 7789966569
=================

Yes, I would like to speak with a manager, as I have been logging in as angela@coreplan.net for the past year or so without issue and have been accessing all the policies and ce credits that I need.
 
If you want to save some time, please go look at my ce credits and check out what username they are attached to.
 
Thank you  
 
Angela Wheatley | CFP, Bachelor of Commerce (Hons)
Executive Associate to Eila Akbari   


Hi Angela,

Thank you for contacting the workspace support about not able to access your advisor’s workspace after your IT team made some changes into your computer.

You have confirmed that using the email angela@coreplan.net you are able to access your advisor’s workspace account. I have also confirmed on my end that angela@coreplan.net is not linked to an active workspace since your active workspace is link to your email address which is admin@ljcinsurance.com.

I did call you back as you requested so I can basically do an authentication to your advisor, and this gives me an opportunity to further review your request. This might be specific to a delegation access to Eila’s advisor 3 advisor codes however it should have been link to an active workspace account under your name. Unless you are accessing the codes directly through Eila’s workspace account.

I understand that this must be very frustrating on your end however you should be able to access to your advisor’s codes if you are a delegate and if you do have an active workspace linked.

As requested, you want to talk to a manager about this matter so I will be happy to  set it up for you and you will be getting a callback by ne of our supervisor’s in 24 to 48 hours.

Thank you for your time and apologies for the inconvenience.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-20T19:03:21.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T15:52:16.000+0000,005OH00000BFPZHYA5,2025-11-20T22:44:58.000+0000,005OH00000BFPZHYA5,2025-11-20T22:44:58.000+0000,(604)235-5527,(778) 996-6569,eila@coreplan.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKX9JYAW,False,,23904460,0030A0000029m3xQAA,0010A000002w95HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T15:54:59.000+0000,False,False,0055o000002DK5fAAG,2025-11-20T15:54:59.000+0000,0055o000002DK5fAAG,2025-11-20T15:54:59.000+0000,0055o000002DK5fAAG,2025-11-20T15:54:59.000+0000,(705)458-8448,,gregory.damas@edwardjones.com,(705)458-1441,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKaSCYA0,False,,23905869,0030A0000029jkpQAA,0010A000002w7DCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect link,Medium,"Refer to original C#23900782. 

User called back indicating they received a call then it was cut off. L2 (Jennifer) handling the case and was inquiring if it is PAR, TERM , or LARGE CASE TERM app.
User confirmed small term. 500,000-  20 year term",True,2025-11-20T16:23:27.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T16:17:47.000+0000,005OH00000BG5v4YAD,2025-11-20T16:23:27.000+0000,005OH00000BG5v4YAD,2025-11-20T16:23:27.000+0000,(709)689-2755,,jim@gfin.ca,(888)841-5018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKcaSYAS,False,,23906690,0030A000008UU5aQAG,0010A000009OfevQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T16:31:49.000+0000,False,False,0050A000000XQhmQAG,2025-11-20T16:31:49.000+0000,0050A000000XQhmQAG,2025-11-20T16:31:49.000+0000,0050A000000XQhmQAG,2025-11-20T16:31:49.000+0000,(506)634-7300,(506) 440-3876,travis.branscombe@lsfg.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKcwzYAC,False,,23904990,003G0000018f6VgIAI,0010A000002wOSNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff having issues updating client address due to PO box , escalated to assist.



****
Hi Angela , thank you for contacting the workspace support today.

To recap our call, workspace was not accepting the address for the client Rachel Sharp we did a remote session just try to see if we could have it added. It was not successful, I have escalated this issue to have the address updated. I should be in touch just with you when the change has been made.




**",True,2025-11-20T16:27:27.000+0000,False,False,005OH00000BFQFCYA5,2025-11-20T16:03:18.000+0000,005OH00000BFQFCYA5,2025-11-20T16:27:27.000+0000,005OH00000BFQFCYA5,2025-11-20T16:27:27.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKd6hYAC,False,,23905664,003G0000018f7cUIAQ,0010A000002wPj4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Banking Report Request,Medium,"**EMAIL**

Hi Brian,

As mentioned in my previous Banking Report Request email, please see below for your password-protected Excel file:
FD6ZBTGLZ5


Please note the password is for the Excel file itself. If you are asked for a one-time passcode, this is will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi Brian,

I will resend the Password Email for the password-protected Excel file shortly.

If you are asked to enter a one-time passcode to open the encrypted email message, this is sent by Microsoft 365 Encryption. Please refer to the general inbox, spam/junk folder. 


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Brian Rivers <brivers@orrinsurance.net> 
Sent: November 20, 2025 1:08 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: Banking Report Request /Case23905664

How long before a password is sent?

Brian Rivers CFP
Financial Planner
Orr Insurance Brokers Inc. 
Investment Representative
Quadrus Investment Services Ltd.

| 50 Cobourg St | Stratford ON N5A 3E5
Tel 519.271.4340 | Res 519.271.3725 | Fax 519.271.7626
brivers@orrinsurance.net

 
 

	
Confidentiality Notice
This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited. Please notify the sender immediately by e-mail if you have received this by mistake and delete this e-mail from your system. If you are the intended recipient of this message, we remind you that electronic mail on the Internet may not be secure from both privacy and software perspectives. 


Hi Brian,

As mentioned in my previous email, please see below for your Excel file password(s):
FD6ZBTGLZ5

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Brian,

Please find the attached file of the requested list of clients without banking information on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients that don't have banking on file in Investment Centre. The details are as follows:

Request 1:
Advisor:brian rivers
Code:37325

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to brivers@orrinsurance.net 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EeNYpivNs0xPtt5qXNELxp4BV9buoalXB0LkUzqVI85o5g?e=zkBivj",True,2025-11-20T16:14:21.000+0000,False,False,005OH0000071DK9YAM,2025-11-20T16:14:21.000+0000,005OH0000071DK9YAM,2025-11-20T18:52:31.000+0000,005OH0000071DK9YAM,2025-11-20T18:52:31.000+0000,(519)271-4340,,brivers@orrinsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKjs1YAC,False,,23905627,003OH000006Ze5cYAC,001OH000008AkJhYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Successfully accessed online account via password reset, however no prompt to connect authenticator. 
=============
Hello Stephanie, 

Thank you for contacting Workspace Support. It was our pleasure in assisting you in accessing your Workspace account. Just a friendly reminder to use “MGA” as the option when responding to “How are you associated with Canada Life?” 

In the meantime, we are also investigating why there is no prompt to connect an authenticator to your Workspace account when attempting to login. We will be in touch once the issue is resolved. If you have any issues, feel free to respond to this email. 

Your voice matters. Let us know what you thought about the quality of the service provided by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T16:13:46.000+0000,False,False,005OH00000BFQFGYA5,2025-11-20T16:13:46.000+0000,005OH00000BFQFGYA5,2025-11-20T16:25:47.000+0000,005OH00000BFQFGYA5,2025-11-20T16:25:47.000+0000,(905)306-0031,,stephanie.barber@ig.ca,(905)306-0039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKkOLYA0,False,,23909404,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor needs confirmation on how to submit documents and how to remove unwanted documents, we did a remote log me in session to walk through.

****
Hi Munira , thank you for contacting the workspace support today.
To recap our call, you wanted to confirm how to upload documents via workspace and how to delete an unwanted document we did a remote log me in session to walk through. If you have any issues, please let me know.



We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-20T17:28:24.000+0000,False,False,005OH00000BFQFCYA5,2025-11-20T17:15:45.000+0000,005OH00000BFQFCYA5,2025-11-20T17:28:24.000+0000,005OH00000BFQFCYA5,2025-11-20T17:28:24.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKmjRYAS,False,,23905926,0030A0000029VW0QAM,0010A000002vvPCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"*** DDS Nov 20th, 2025 ***
User wanted to access their Workspace account. Password locked on ISAM, set a temporary password, gave it to caller. Then he was able to reset the password, setup the MFA. I sent steps to delegate access through french TPA to DM.
================
Bonjour Anthony,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder votre compte Espace Affaires.

Durant notre appel, j’ai débloqué votre nom d’utilisateur et je vous ai aidé à créer un nouveau mot de passe et à connecter l’application Salesforce Authenticator à votre compte.

Pour déléguer l’accès à vos clients à des associé.es, vous pouvez remplir ce formulaire ci-joint et l’envoyer à distribution_methodology@canadalife.com en leur demandant une lettre de préenregistrement pour chaque personne. Vos associé.es vont ensuite recevoir un email avec cette lettre de préenregistrement contenant un code d’activation utile pour créer leur propre compte Espace Affaires à partir duquel ils pourront accéder à vos clients.

La création du nom d’utilisateur pour créer un compte Espace Affaires se fait de cette manière :

Étape 1 : Aller sur Inscription et cliquez sur « Créer votre nom d’utilisateur » 

 

Étape 2 : Cliquez sur « Inscrivez-vous dès maintenant »

 

La personne pourra ensuite inscrire leur nom complet, code de conseiller (le vôtre) et code d’activation pour vérifier leur identité. Elle pourra ensuite créer le nom d’utilisateur, mot de passe et question de sé.curité.
À noter qu’il faudra attendre jusqu’à 48h après la création du nom d’utilisateur pour accéder au compte Espace Affaires.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,",True,2025-11-20T16:57:00.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-20T16:18:39.000+0000,005OH00000AbJ7aYAF,2025-11-20T16:57:00.000+0000,005OH00000AbJ7aYAF,2025-11-20T16:57:00.000+0000,(877)577-1313X2262,5145461544,anthonybollini@inextenso.net,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKnyuYAC,False,,23906448,003G0000018f6aZIAQ,0010A000002wOXrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for MGA Workspace,Medium,"Name: LISA BEAUPRE-MACKINNON
Advisor or support staff: Advisor 
Advisor Code: ll23335 AND F1259 D2203
Advisor Name: LISA BEAUPRE-MACKINNON	
Phone: 
Email: lisa@bmfgroup.ca		
1. Siebel verification: COMPLETED FOR MGA
2. Last Login to Workspace:
Issue: needs help registering for her MGA Workspace

FINDINGS:
SHOWS TEST DUMMY.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001pOtcAAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H5crAAC%26cntc%3D0035o000004H5crAAC%26id%3D0055o000001pOtcAAE

RESOLUTION: had her try to register with her user name lisa, ERR-W1506 KB0020553 
checked isam/ no username with Lisa. 
advised her she may need to wait but had her get her MGA code from Apexa, and did the User ID registration over logmein session. 
she registered with BeaupreMac now. advised her wait 48hrs now to register for workspace.

SENT FOLLOWUP

--------------------------------------***DDS  11/20/2025***--------------------------
Hello Lisa,

Thanks, you for contacting Workspace support today regarding registering for your MGA Workspace.

As discussed, you received an email only yesterday to register however you did not register for a User ID. 

During our logme in session I guided you to register for your UserID. You registered BeaupreMac with your MGA advisor code D2203.

As your user id has been created, please allow 48 hours before registering for Workspace. Below are the steps.
 
Registering for Workspace  (After 48h):
 
1. Navigate to the below URL: 
Register
2. Input your User  ID and Password:
 
 
3. If you are an advisor input your Compensation / Commission code when prompted (also sometimes 
known as a Distributor Code)
If you are not an advisor proceed to step 4. 
 
 
4. When prompted, complete all required fields that are not greyed out. 
Note – if the First and Last name are greyed out, they can be updated on your first login to Workspace after registration is complete.
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
7. Check the email account you provided in step 4 and look for a Workspace verification email
 
8. Open the verification email and click Verify Now 
Note – Your Workspace account will not become active until the email is verified. 
 
Congratulations!  You can now login to Workspace using workspace.canadalife.com  

NOTE – It can take up to 24 hours for the book of business and client details to fully populate after 
registering for Workspace. 

Make sure to bookmark the site and ensure you select the proper association. 
 
Let us know if you run into any issues and we can arrange a phone call.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T17:04:18.000+0000,False,False,005OH00000AUS7aYAH,2025-11-20T16:27:47.000+0000,005OH00000AUS7aYAH,2025-11-20T17:04:18.000+0000,005OH00000AUS7aYAH,2025-11-20T17:04:18.000+0000,(613)935-3996,,lisa@bmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKpz3YAC,False,,23906224,003OH00000JG6BWYA1,001OH00000NaM07YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T16:23:27.000+0000,False,False,005OH000007fgYjYAI,2025-11-20T16:23:27.000+0000,005OH000007fgYjYAI,2025-11-20T16:23:27.000+0000,005OH000007fgYjYAI,2025-11-20T16:23:27.000+0000,(418)627-3550X257,418-930-5536,esther@ermfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKqbpYAC,False,,23908474,0030A0000029WMuQAM,0010A000002vw7ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - Err-w1283,Medium,"A unable to access workspace, getting account locked error when assisted to login to workspace. MA was unable to pass the authentication, will call back once the details of the advisor is provided.
====================
Hi Greg,

Thank you for contacting the workspace support about getting an Err-w1283 when trying to access workspace.

This error occurs when you have tried too many log in attempts with either invalid username or password which makes your account locked as of this time. Since we will be unlocking your account, we need to make sure to authenticate you using your advisor’s details on file unfortunately we are unable to confirm your advisor’s phone number on file. Please reach out to your advisor and confirm the information and please do call us back so we can better assist you.

I understand that I was not able to completely resolve your concern as much as I want to and thank you for your understanding. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-20T17:24:49.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T17:00:11.000+0000,005OH00000BFPZHYA5,2025-11-20T19:16:53.000+0000,005OH00000BFPZHYA5,2025-11-20T19:16:53.000+0000,(705)719-6773,,greg.gaffney@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKsYlYAK,False,,23906893,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T16:35:13.000+0000,False,False,005OH000005URvxYAG,2025-11-20T16:35:13.000+0000,005OH000005URvxYAG,2025-11-20T16:35:14.000+0000,005OH000005URvxYAG,2025-11-20T16:35:14.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKu4KYAS,False,,23908970,0030A000008vamLQAQ,0010A000009qbsGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T17:08:47.000+0000,False,False,005OH000002npWUYAY,2025-11-20T17:08:47.000+0000,005OH000002npWUYAY,2025-11-20T17:08:47.000+0000,005OH000002npWUYAY,2025-11-20T17:08:47.000+0000,(905)480-0344,(416) 738-6342,brian.taub@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKwu8YAC,False,,23908845,0030A00000B90wuQAB,0010A00000BjGR2QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Authenticator - reregister,Medium,"*11/20*
----------------
KB0020738  
unable to access workspace, 
f3990
exceeded maximum attempts 
disconnected in SF 
walked through registering the app successfully 
user able to log in 

*email*
----------------

Good afternoon Analiza, 

Thank you for contacting the Workspace Support Team with your authenticator inquiry. 

You were trying to access Workspace from a clients meeting but received the error, exceeded maximum attempts. We were able to disconnect the old app and help you register the new app successfully. If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T17:25:50.000+0000,False,False,005OH000008919xYAA,2025-11-20T17:06:31.000+0000,005OH000008919xYAA,2025-11-20T17:25:50.000+0000,005OH000008919xYAA,2025-11-20T17:25:50.000+0000,(204)292-2140,(204) 292-2140,analiza.protacio@alpfinancial.ca,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gKznAYAS,False,,23909072,003OH000005YZbdYAG,001OH000006zGKbYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T17:10:23.000+0000,False,False,005OH000002npWUYAY,2025-11-20T17:10:23.000+0000,005OH000002npWUYAY,2025-11-20T17:10:24.000+0000,005OH000002npWUYAY,2025-11-20T17:10:24.000+0000,(905)845-9090,647-608-0905,abiryah@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gL18zYAC,False,,23907261,003G0000018f7OgIAI,0010A000002wPV6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff is receiving an error while signing onto workspace.

****
Hi David    , thank you for contacting the workspace support today.
To recap our call, you kept receiving a 403 forbidden error while trying to sign onto workspace we did a remote log me in session and did trouble shooting but we were not successful. The call ended with you going to restart and reboot your system to see if that’ll work. You can try accessing workspace from this link.
Please let me know if the error persists.",True,2025-11-20T17:15:36.000+0000,False,False,005OH00000BFQFCYA5,2025-11-20T16:41:15.000+0000,005OH00000BFQFCYA5,2025-11-20T17:15:36.000+0000,005OH00000BFQFCYA5,2025-11-20T17:15:36.000+0000,(306)693-5251,(306) 631-5085,d.swayn@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gL20FYAS,False,,23908529,003G0000018f7WmIAI,0010A000002wPdfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Remove deceased S/H - INC1864619,Medium,"*** DDS 23DEC2025 ***
incident closed as resolved, internal user, closing case

*** DDS 20NOV2025 ***

The HO user has advised that the successor holder has passed and they have been removed from from Unitrax and IC, however they are still visible in Workspace. Screenshot attached. Can you please invesitgate?

Client First name: MARGARET
Client Last name: SENFT
Client DOB: 13SEP1961
Policy Number: 60022555
Salesforce ID: 02iOH00000GdvNVYAZ
CIS ID: 7471652252

Thank you!

----------------------------EMAIL CHAIN:
Hello Sue,

Thank you for contacting Workspace Support regarding removing the successor holder from Workspace for this policy. I have escalated a the issue to our Digital Hub team for investigation and I will follow up with you as soon as I hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Monopoli, Sue <Sue.Monopoli@canadalife.com> 
Sent: November 19, 2025 3:55 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: MARGARET SENFT 60022555 - C23908529/INC1864619
Importance: High

Hi 

Please see below email     Unitrax and IC have been updated so we should not be seeing the deceased spouse as success holder. 


Sincerely,



Sue Monopoli
Sr Customer Service Specialist
Wealth Operations, Individual Customer, T424-5B
Phone:  548-485-5023 Sue.Monopoli@canadalife.com
Customer service number  1-888-252-1847


Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.




 


From: Jace Livingston <jace@discoveryfinancial.ca> 
Sent: November 19, 2025 3:53 PM
To: Monopoli, Sue <Sue.Monopoli@canadalife.com>
Subject: [EXT] RE: MARGARET SENFT 60022555

Jace Livingston Assistant to Jeremiah Richardson #203, 10134-97 Avenue Grande Prairie, Alberta T8V 7X6 P. 780. 513. 8323 TF: 1-866-513-8323 F. 780. 513. 8893 www. discoveryfinancial. ca Quadrus Investment Services Ltd. The contents of this communication,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 

 	Jace Livingston Assistant to Jeremiah Richardson
#203, 10134-97 Avenue Grande Prairie, Alberta T8V 7X6  
P. 780.513.8323 TF: 1-866-513-8323 F. 780.513.8893 
www.discoveryfinancial.ca

Quadrus Investment Services Ltd.     	
	
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. or damage caused by any virus present.


From: Monopoli, Sue <Sue.Monopoli@canadalife.com> 
Sent: Wednesday, November 19, 2025 1:47 PM
To: Jace Livingston <jace@discoveryfinancial.ca>
Subject: RE: MARGARET SENFT 60022555

Hi Jace
 
Can you send me a screen shot of what you see on work space?
 
Sincerely,
 
 
 
Sue Monopoli
Sr Customer Service Specialist
Wealth Operations, Individual Customer, T424-5B
Phone:  548-485-5023 Sue.Monopoli@canadalife.com
Customer service number  1-888-252-1847
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
 
 
 
 
From: Jace Livingston <jace@discoveryfinancial.ca> 
Sent: November 19, 2025 3:37 PM
To: Monopoli, Sue <Sue.Monopoli@canadalife.com>
Subject: [EXT] RE: MARGARET SENFT 60022555
 
Hi Sue, Message must have been crossed in the lines of communications as that is not what we inquired to. Currently on workspace this TFSA notes a successor holder who has passed away. The client sees this and does not want to as it is a constant
Hi Sue,
 
Message must have been crossed in the lines of communications as that is not what we inquired to.
 
Currently on workspace this TFSA notes a successor holder who has passed away.
 
The client sees this and does not want to as it is a constant reminder.
 
We just simply want Nelsons named removed as successor holder.
 
Warm regards, 
 
 	Jace Livingston Assistant to Jeremiah Richardson
#203, 10134-97 Avenue Grande Prairie, Alberta T8V 7X6  
P. 780.513.8323 TF: 1-866-513-8323 F. 780.513.8893 
www.discoveryfinancial.ca

Quadrus Investment Services Ltd.     	 
	 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. or damage caused by any virus present.
 
 
From: Monopoli, Sue <Sue.Monopoli@canadalife.com> 
Sent: Wednesday, November 19, 2025 1:33 PM
To: Jace Livingston <jace@discoveryfinancial.ca>
Subject: MARGARET SENFT 60022555
 
 
HI Jace 
 
I received your inquire for the above client.
We don’t have access to update my Canada life. The client will have to :
 
When they are on the My Canada Life website there is a Contact Us tab.  They can either send an e-mail or call 1-888-534-1836. 
 
If  you have any issues with redirecting MCL inquires to the My.CanadaLife MyCanadaLife@canadalife.com mailbox, please use Feedback - My Canada Life:  Feedback-MyCanadaLife@canadalife.com. 
 
What is showing for you on workspace?
 
Sincerely,
 
 
 
Sue Monopoli
Sr Customer Service Specialist
Wealth Operations, Individual Customer, T424-5B
Phone:  548-485-5023 Sue.Monopoli@canadalife.com
Customer service number  1-888-252-1847
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-23T13:27:55.000+0000,False,False,005OH000006wv2TYAQ,2025-11-20T17:00:54.000+0000,005OH000006wv2TYAQ,2025-12-23T13:27:55.000+0000,005OH000006wv2TYAQ,2025-12-23T13:27:55.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gL35xYAC,False,,23907459,0030A0000029pW3QAI,0010A000002wBx8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T16:44:08.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T16:44:08.000+0000,005OH000004Ir1xYAC,2025-11-20T16:44:09.000+0000,005OH000004Ir1xYAC,2025-11-20T16:44:09.000+0000,(403)618-5144,,hoodgail532@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gL48XYAS,False,,23909140,0031600002QFGvrAAH,0010A000002wNoeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Hi Natasha,

It was a pleasure speaking on the phone with you earlier regarding your Workspace MGA account and setting up your authenticator.

Just a recap of what we did, we unlocked your account, reset your password, set up your mobile device authenticator, then logged you out and back in to make sure that you are receiving the MFA code.

As a reminder, please make sure to select the MGA association.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T17:36:41.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T17:11:30.000+0000,005OH00000AbCcLYAV,2025-11-20T17:36:41.000+0000,005OH00000AbCcLYAV,2025-11-20T17:36:41.000+0000,(613) 231-2266 ext 4253,(613) 614-0783,natasha@elevafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gL80rYAC,False,,23909715,003OH000008NKizYAG,0015o000003uteKAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T17:20:54.000+0000,False,False,0055o000001NWfMAAW,2025-11-20T17:20:54.000+0000,0055o000001NWfMAAW,2025-11-20T17:20:54.000+0000,0055o000001NWfMAAW,2025-11-20T17:20:54.000+0000,(416) 557-1789,,rvpinvestments@omfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gL8yTYAS,False,,23908018,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T16:52:59.000+0000,False,False,005OH000005URvxYAG,2025-11-20T16:52:59.000+0000,005OH000005URvxYAG,2025-11-20T16:52:59.000+0000,005OH000005URvxYAG,2025-11-20T16:52:59.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLCduYAG,False,,23908504,003OH00000KUkMvYAL,001OH00000P0g2hYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Regristration,Medium,"User is requesting help registering for User ID.

Code: H3860
Email: cherians4@gmail.com

***************************

Good afternoon, Cherian 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registering for your User ID!
 
I'm glad I was able to assist you with registering for your User ID (formerly known as RepNet). Now that you are registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/
 
If you have any questions or need further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T17:13:32.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T17:00:32.000+0000,005OH00000BG5v4YAD,2025-11-20T17:20:03.000+0000,005OH00000BG5v4YAD,2025-11-20T17:20:03.000+0000,(416)571-2780,,cherians4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLDoTYAW,False,,23908526,003G0000018f6jfIAA,0010A000002wOjtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations,Medium,"Hi Stephen.

Thank you for contacting the Workspace Support team regarding your access to some of your in-force illustrations for London Life par polices.  

Watch this short video on illustrating in-force illustrations.

Some policy types may not be available in Canada Life Illustrations at this time. Refer to the table below.
If a policy isn’t available on Canada Life Illustrations, you’ll see this error message: ‘’501 -001 Policy is unavailable in Canada Life Illustrations. Please use Product Illustrations to illustrate this policy.’’

Get started with Canada Life Illustrations and/or Product Illustrations, including delegation access.

Download latest version of Product Illustrations here:  Software downloads

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T17:37:56.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T17:00:51.000+0000,005OH00000AbCcLYAV,2025-11-20T17:37:57.000+0000,005OH00000AbCcLYAV,2025-12-13T02:02:38.000+0000,(905)372-0620,(905) 626-7440,stephen@stephencragg.com,(289)252-0967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLGXtYAO,False,,23909983,0030A0000029d5HQAQ,0010A000002w1f5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,David Nelson duplicate case,Medium,,True,2025-11-20T18:11:07.000+0000,False,False,005OH000008919xYAA,2025-11-20T17:25:50.000+0000,005OH000008919xYAA,2025-11-20T18:11:07.000+0000,005OH000008919xYAA,2025-11-20T18:11:07.000+0000,(905)304-6474,,david.nelson@ig.ca,(905)304-2145,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLIcuYAG,False,,23910147,0030A0000029fbIQAQ,0010A000002w3kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff is not able to pass authentication.

******

Hi Greg, thank you for contacting workspace support today.

To recap our call unfortunately you were unable to pass authentication the information provided does not match what we have here at Workspace support. 
Hopefully, the correct information can be provided to pass authentication so we can better assist you.
Thank you kindly.",True,2025-11-20T17:43:32.000+0000,False,False,005OH00000BFQFCYA5,2025-11-20T17:28:54.000+0000,005OH00000BFQFCYA5,2025-11-20T17:43:32.000+0000,005OH00000BFQFCYA5,2025-11-20T17:43:32.000+0000,(705)719-6773,,chris.green@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLJgzYAG,False,,23909071,0030A0000062MyqQAE,0010A000006mx1jQAA,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,Missing policy details in Workspace,Medium,"****DDS****11/20/25 

User is unable to access details of policy 69032945C - logged in as user, policy is inactive and hence no access to summary
Verified SF and found policy has been transferred to another user JEAN-PHILIPPE GIROUX (H2792) and the policy is active in copilot under code H2792 
Advised user to contact Contracts&Licensing as advised by Assist Desk
 
============================================================================
 
****Email Chain****

Bonjour Eric,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la police 69032945C.

Dans nos systèmes nous voyons que cette police a été transférée à un autre conseiller, la raison pour laquelle vous n’arrivez pas à accéder aux détails de cette police. Vous devrez vérifier s’il y a eu récemment un achat/vente impliquant cette police et veuillez contacter le département chargé des contrats pour vous assister davantage : 
canadalife.contracts&licensing@canadalife.com
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: November 19, 2025 9:58 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Éric St-Pierre <eric@investesp.ca>
Subject: TR: Plateforme et clientèle

Bonjour l’équipe,

Le conseiller Éric St-Pierre (H5263) a besoin du support sur Espace Affaires. Certains dossiers clients sont incomplets et ne contiennent pas d’informations essentielles, telles que les fonds et les produits.

Merci de bien vouloir traiter cette demande immédiatement afin qu’il ait accès à ces dossiers.

Cordialement,
Nicholas

Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 

Rendez-vous au : canadavie.com   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



De : Éric St-Pierre <eric@investesp.ca> 
Envoyé : 18 novembre 2025 16:04
À : Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com>
Objet : [EXT] RE: Plateforme et clientèle

Prendre un rendez-vous / Book a meeting Représentant de courtier en épargne collective et marché dispensé Conseiller en sécurité financière 819 712 1062 Eric@ investesp. ca Investesp. ca 104-57 route 105, Chelsea, QC, J9B 1L3 From: Whitehead, Nicholas
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 
 
 
 
Prendre un rendez-vous / Book a meeting
Représentant de courtier en épargne collective et marché dispensé
Conseiller en sécurité financière
 
 

 
	819 712 1062
 
	Eric@investesp.ca

 
	Investesp.ca
 
	104-57 route 105, Chelsea, QC, J9B 1L3
 
 

From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: 18 novembre 2025 11:42
To: Éric St-Pierre <eric@investesp.ca>
Subject: RE: Plateforme et clientèle

Bonjour Éric,

Ce fut un plaisir de discuter avec toi.

Peux-tu m’envoyer une capture d’écran montrant un exemple des données manquantes pour l’un de tes clients ?

Merci et au plaisir,
Nicholas

Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 

Rendez-vous au : canadavie.com   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

De : Éric St-Pierre <eric@investesp.ca> 
Envoyé : 17 novembre 2025 14:36
À : Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com>
Objet : [EXT] Plateforme et clientèle

Bonjour, J’ai beaucoup de difficulté à voir mes clients sur la plateforme de Canada-vie, aussi, sur la plateforme MICA je ne vois pas mes clients en fond distinct Canada-vie Est-ce possible m’aider avec cela ? Merci Prendre un rendez-vous

Bonjour, 

J’ai beaucoup de difficulté à voir mes clients sur la plateforme de Canada-vie, aussi, sur la plateforme MICA je ne vois pas mes clients en fond distinct Canada-vie

Est-ce possible m’aider avec cela ? 

Merci 
 
 
Prendre un rendez-vous / Book a meeting
Représentant de courtier en épargne collective et marché dispensé
Conseiller en sécurité financière
 
 

 
	819 712 1062
 
	Eric@investesp.ca

 
	Investesp.ca
 
	104-57 route 105, Chelsea, QC, J9B 1L3",True,2025-11-20T17:10:22.000+0000,False,False,005OH0000097FtCYAU,2025-11-20T17:10:22.000+0000,005OH0000097FtCYAU,2025-11-20T17:10:22.000+0000,005OH0000097FtCYAU,2025-11-20T17:10:22.000+0000,(819)712-1062,(819) 712-1062,eric.st-pierre@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLKYHYA4,False,,23910669,0030A000008uy9bQAA,0010A000009pyHGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Constellation error,Medium,"User is  having an issue with importing a client from Investment Center into the Constellation platform. When trying to import the client, the system is prompting for a username and password, but the customer is unable to use their Workspace login credentials, which are the same as the Investment Center login. 

User was directed by the Constellation support team to contact the service desk to raise a ticket about this known issue, which they plan to address in 2026. 

Email: grow@joelanglin.com 
Code: LL36972 

Escalated to L2 (Jonathan)",True,2025-11-20T18:06:39.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T17:38:02.000+0000,005OH00000BG5v4YAD,2025-11-20T18:06:40.000+0000,005OH00000BG5v4YAD,2025-11-20T18:06:40.000+0000,(416)366-2971,(647) 459-5767,grow@joelanglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLKwTYAW,False,,23912140,0030A0000029pW3QAI,0010A000002wBx8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:02:34.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T18:02:34.000+0000,005OH000004Ir1xYAC,2025-11-20T18:02:35.000+0000,005OH000004Ir1xYAC,2025-11-20T18:02:35.000+0000,(403)618-5144,,hoodgail532@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLMgZYAW,False,,23912570,003OH00000LjO5SYAV,001OH00000QRILOYA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:09:19.000+0000,False,False,005OH000007fgYjYAI,2025-11-20T18:09:19.000+0000,005OH000007fgYjYAI,2025-11-20T18:09:19.000+0000,005OH000007fgYjYAI,2025-11-20T18:09:19.000+0000,(514)577-7170,,info@veroniquelemarbre.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLNpSYAW,False,,23909585,0030A0000029Vq4QAE,0010A000002vvhkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Illustration,Medium,"User is receiving an error message when trying to do a product illustration for a client. ""Illustration unavailable for this policy, email Inforce Par Illustration"" Refer to KB0020773  - For basic premium pay and premium offset illustrations, call the Client Service Centre: 1-888-252-1847

Code: W6029
User: Jing Zhang
Email: jeff.zhang@shenglin.com 
Email: topjing@gmail.com
Policy : B737889-1 

***************************************************
Good afternoon, Jing 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
For basic premium pay and premium offset illustrations, please contact the Client Service Centre at 1-888-252-1847.
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T17:36:59.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T17:18:59.000+0000,005OH00000BG5v4YAD,2025-11-20T17:53:28.000+0000,005OH00000BG5v4YAD,2025-12-13T02:01:12.000+0000,(416)858-5889,,topjing@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLPZZYA4,False,,23911606,0030A0000029fTkQAI,0010A000002w3f6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign/ MFA,Medium,"User was not able to sign into Workspace as it always sent him to a invalid site. Assisted user to clear cookies and cache. Assisted user to set up MFA. Refer to KB0022825 

Email: mschonewille@focusfin.ca 

**************************************************
Good afternoon, Michael

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding signing into Workspace!
 
I'm glad I was able to assist you with trouble shooting (clearing cookies and cache) and signing into your Workspace account. During Workspace login it will now request a confirmation through the Google authenticator.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T18:05:54.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T17:53:51.000+0000,005OH00000BG5v4YAD,2025-11-20T18:05:54.000+0000,005OH00000BG5v4YAD,2025-11-20T18:05:54.000+0000,(613)825-0550,(613) 799-6516,mschfinancial@gmail.com,(613)521-7584,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLQ95YAG,False,,23911713,003G0000018f6lrIAA,0010A000002wOnbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"Hi David,

Thank you for contacting Workspace Support team.  

To gain access to your Workspace MGA account, registration is required.

To retrieve your User ID, please refer to the highlighted sections within the registration process. 

Workspace Registration:

To register on Workspace, you will need the following before you start:
•	Your User ID
•	Your User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please make sure to select the right association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T18:02:32.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T17:55:35.000+0000,005OH00000AbCcLYAV,2025-11-20T18:02:32.000+0000,005OH00000AbCcLYAV,2025-11-20T18:02:32.000+0000,(604) 455-0133 x269,(604) 618-5997,david.nelson@charltoncanada.com,(604) 998-4481,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLRGNYA4,False,,23910755,003G0000018f6lrIAA,0010A000002wOnbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"*11/20*
----------------

1290

David Nelson 
16689

Im trying to register for Workspace, i dont know my userID. 
advised to IG to update information 
user asked if emailing DM for the ID would be helpful 
Advised yes
Distribution_Methodology@canadalife.com
*email*
----------------
Good afternoon David, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to register for Workspace but did not know your ID. Unfortunately we could not authenticate you due to the phone numbers provided not aligning with the numbers in our backend systems. Please reach out to IG so they can have their contact at Canada Life request we update it. You can also ask Distribution_Methodology@canadalife.com for information like your Repnet user ID if you have one created, I am not sure if they would be able to update your phone numbers in the system but you can ask them. Once you have received confirmation your information is updated or if you have other questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T22:01:08.000+0000,False,False,005OH000008919xYAA,2025-11-20T17:39:26.000+0000,005OH000008919xYAA,2025-11-20T22:01:08.000+0000,005OH000008919xYAA,2025-11-20T22:01:08.000+0000,(604) 455-0133 x269,(604) 618-5997,david.nelson@charltoncanada.com,(604) 998-4481,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLRxwYAG,False,,23909945,003G0000018f77NIAQ,0010A000002wPAhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"Registration successful

==============

Hi Tammy,

Thank you for contacting the workspace support about registering to workspace specific to your MGA account.

We have confirmed that you do have an active activation code for you to register and were able to guide you register to workspace successfully. Please be reminded that moving forward you need to make sure to change your association to advisor solutions if you are accessing clients for ADSL and select accordingly for MGA clients.

Appreciate your time and cooperation with the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-20T17:54:43.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T17:25:02.000+0000,005OH00000BFPZHYA5,2025-11-20T19:28:42.000+0000,005OH00000BFPZHYA5,2025-11-20T19:28:42.000+0000,(613)284-2375,,shaun@northstarwealthestate.ca,(613)284-0292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLVzuYAG,False,,23910558,0030A0000029cBwQAI,0010A000002w109QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Application Error: Colour Code TAN - INC1864468,Medium,"*** DDS 27NOV2025 ***
note from SP team:
***** SP 26 Nov 2025 ****
The data for the application data has many gaps beyond repair. Please suggest the advisor to delete this one and create a new one.
Please suggest them to not have any oher application open in separate tab when they are creating a new one.

advised user

*** DDS 20NOV2025 *** - INC1864468 submitted

User reporting TAN colour error; unable to connect via logmeinsession due to firewall; walked through Steps 1 - 5 of KB0022199 over the phone; warm transferred to Assist for SNOW ticket 

Full Name: Troy Williams
User ID: WILLIT6
Advisor commission code: B1478
Email: troy.williams@ig.ca
Phone:289 804 6158 
Application number: 
Screenshot: 
error code/colour: TAN
Application is for: *insert one only:* (Term Product - Life Insurance (not Large)

-----------------------EMAIL CHAIN: 
Hello Troy,

I have heard back from our Simple Protect team regarding the application error and I apologize for the delay in response as we were investigating the issue. Unfortunately, I have some not-so-great news. The Simple Protect team has advised that there are too many gaps within the app that are beyond repair. They have advised to delete this app and start another if you haven’t already. Please make sure when creating application in Simple Protect that you do not have any other application open in another tab. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: CL Workspace Support 
Sent: November 20, 2025 1:09 PM
To: troy.williams@ig.ca
Subject: Simple Protect error - INC1864468/C23910558

Hello Troy,

Thank you for contacting Workspace Support regarding the Simple Protect ‘Oops something went wrong – TAN’ error that you are getting for application 60914277-4. I have escalated the issue to our Digital Hub team for investigation and will follow up with you as soon as I hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T16:13:10.000+0000,False,False,005OH000006wv2TYAQ,2025-11-20T17:36:33.000+0000,005OH00000BFQFDYA5,2025-11-27T16:13:10.000+0000,005OH000006wv2TYAQ,2025-11-27T16:13:10.000+0000,(705)876-1282,(289) 804-6158,troy.williams@ig.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLZYsYAO,False,,23910673,003G0000018f6q4IAA,0010A000002wOrnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations issue,Medium,"Hi Michael,

It was a pleasure talking to you today regarding your Product illustrations issue.

After investigation it seems that you had an issue accessing illustration for LL policies due to the limited permissions on you account, please reach out to your regional sales associate to get access by adding missing user,  either the ‘’@londonlife.bz ID or the “IndIns_Illustration_Users” ISAM Security Group:

-	Name: Jane Bernier, Email address: Jane.Bernier@canadalife.com

Your RSA can request the missing account and group via Access Request.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T17:54:34.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T17:38:04.000+0000,005OH00000AbCcLYAV,2025-11-20T17:54:34.000+0000,005OH00000AbCcLYAV,2025-12-13T02:01:12.000+0000,(506)457-4444X1,(506) 471-6693,michael.haggerty@lsfg.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLZvTYAW,False,,23911727,0030A0000029q5XQAQ,0010A000002wCPWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Err-W1911,Medium,"Need to reset workspace access, Advisor is not available for authentication. AM will call back once advisor is ready for authentication.
===================

Hi Cindy,

Thank you for contacting the workspace support about getting an Err-W1911 accessing to workspace.

Specific to this error message we basically need to proceed and reset the password on our end and since we are dealing with your advisor’s workspace account we need to authenticate and talk to Jeffrey personally in which he is not possible. Please inform Jeff to call us back so we can better assist him and give his access back to workspace.  

As for yourself, you’ve tried to see if we can assist you in registering your own workspace account however we have identified that you don’t have an active activation code which is very important in registering to workspace. Please send a request to distribution_methodology@canadalife.com to create an active activation code so we can help you further.

Appreciate your time and understanding on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-20T18:16:41.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T17:55:54.000+0000,005OH00000BFPZHYA5,2025-11-20T19:42:20.000+0000,005OH00000BFPZHYA5,2025-11-20T19:42:20.000+0000,(519)474-9104,5196175333,info@arcfinancialgroup.com,(226)781-0444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLbIyYAK,False,,23911784,0030A0000029n2WQAQ,0010A000002w9xVQAQ,,,,,,Life,012OH000000ijW5YAI,Closed,,Email,,Missing policy details in Workspace,Medium,"****DDS****11/21/25 
NB coordinator confirmed contract was completed Nov 4.
Called Assist Desk - escalated this to L2 and L2 will follow up with the user

****DDS****11/20/25 

User inquiring about a pending policy - referred user to NB coordinator cc'ed in the email
 
=================================================================================
 
****Email Chain****

Hi Lawrencia, 

Our system shows that the e-contract was completed on Nov 4.

 

Crystal Lemcke
New Business Coordinator | New Business Underwriting and Operations
Crystal.lemcke@canadalife.com | 1-877-634-1674

Mailing Address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON N6A 4K1

Placing requirements email: policyplacing@canadalife.com 

    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 20, 2025 11:58 AM
To: Genevieve.Dawson@igpwm.ca
Cc: Lemcke, Crystal <Crystal.Lemcke@canadalife.com>
Subject: RE: 60905147T - Angie Randell - 23911784

Good day Genevieve,

Thank you for contacting Workspace Support regarding policy# 60905147T.

Please see the screenshot below. The policy is currently being worked on by one of our New Business coordinators. 

 

@Lemcke, Crystal may we ask for your insight regarding this policy?


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Dawson, Genevieve <Genevieve.Dawson@igpwm.ca> 
Sent: November 20, 2025 6:38 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Lemcke, Crystal <Crystal.Lemcke@canadalife.com>; Barrett, Brandon <Brandon.Barrett@igpwm.ca>
Subject: RE: 60905147T - Angie Randell

Hi: We cannot find the contract for insurance for the above noted client on workspace. Could you assist us in this matter. Genevieve Dawson, BA, LLB Advisor DAWSON & ASSOCIATES PRIVATE WEALTH MANAGEMENT 184 Main Highway, P. O. Box 10, Bay
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi:

We cannot find the contract for insurance for the above noted client on workspace.  Could you assist us in this matter.  


 

Genevieve Dawson, BA, LLB
Advisor
DAWSON & ASSOCIATES PRIVATE WEALTH MANAGEMENT 

184 Main Highway, P.O. Box 10, Bay Roberts, NL, A0A 1G0
Bay Roberts (709) 786 7370 | St. John’s 709 753 4300 | Toll Free 800 563 7370 
Genevieve.Dawson@igpwm.ca| dawsonandassociatespwm.com
IG Wealth Management Inc.
Mutual Fund Division",True,2025-11-21T18:19:56.000+0000,False,False,005OH0000097FtCYAU,2025-11-20T17:56:46.000+0000,005OH0000097FtCYAU,2025-11-21T18:19:56.000+0000,005OH0000097FtCYAU,2025-11-21T18:19:56.000+0000,(709)739-5315,,genevieve.dawson@igpwm.ca,(709)739-4372,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLbqnYAC,False,,23910777,0030A0000029eHwQAI,0010A000002w2gfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login - error 403,Medium,"*11/20*
----------------
Robert Costello
KB0022493  
403 forbidden,
getting that when attempting to access Canadalife.com as well 
ICE net.
advised to call ISP to have them update their IP address as their IP might be currently blacklisted from google

*email*
----------------
Good afternoon Robert. 

Thank you for contacting the Workspace Support Team with your login inquiry.

You wanted to log into Workspace but received error 403 on the login page before you could even access Workspace itself. We also had you test Canadalife.com with the same result. This is due to google likely blacklisting the IP address your internet service provided is using to allow you to access the internet. You will need to contact them and request them to update your IP so that it changes to something else as it’s preventing you from being able to Work. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T23:12:09.000+0000,False,False,005OH000008919xYAA,2025-11-20T17:39:48.000+0000,005OH000008919xYAA,2025-11-20T23:12:09.000+0000,005OH000008919xYAA,2025-11-20T23:12:09.000+0000,(709)639-7260,(709) 639-3799,robertcostello@warp.nfld.net,(709)639-5299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLhxpYAC,False,,23911339,003OH00000M98hkYAB,001OH00000QupiZYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor wanted to register for workspace but has not passed authentication.
*****
Hi Jim, thank you for reaching out to workspace support today.

Unfortunately, we could not pass authentication to verify. Once you have the information required you can respond to this email, and we can set up a call where I can assist you better.",True,2025-11-20T18:02:31.000+0000,False,False,005OH00000BFQFCYA5,2025-11-20T17:49:17.000+0000,005OH00000BFQFCYA5,2025-11-20T18:02:31.000+0000,005OH00000BFQFCYA5,2025-11-20T18:02:31.000+0000,(506)384-7728,,jmacdougall.cr957@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLkyxYAC,False,,23912739,003OH00000Y0f4TYAR,001OH00000gdV91YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:12:07.000+0000,False,False,005OH000007fgYjYAI,2025-11-20T18:12:07.000+0000,005OH000007fgYjYAI,2025-11-20T18:12:07.000+0000,005OH000007fgYjYAI,2025-11-20T18:12:07.000+0000,(514)806-3068,,sophie.vallee@svconseil.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLlzqYAC,False,,23912095,0030A0000029fqZQAQ,0010A000002w3vdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:01:51.000+0000,False,False,005OH0000030c5BYAQ,2025-11-20T18:01:51.000+0000,005OH0000030c5BYAQ,2025-11-20T18:01:52.000+0000,005OH0000030c5BYAQ,2025-11-20T18:01:52.000+0000,(905)805-0817,,ben.holyday@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLmnvYAC,False,,23915504,0030A0000029cPCQAY,0010A000002w19dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator registration,Medium,"*11/20*
----------------


Jeremie Cohen
trying to get on Workspace, and it use SF authenticator 
52597
could not locate app on their cell phone. 


*email*
----------------
Good afternoon Jeremy, 

Thank you for contacting the Workspace Support Team with your 

You wanted to log into Workspace but did not have Salesforce authenticator installed on your device anymore. We were able to remote into your PC and help you register your authenticator app on your browser. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T23:17:24.000+0000,False,False,005OH000008919xYAA,2025-11-20T19:00:03.000+0000,005OH000008919xYAA,2025-11-20T23:17:24.000+0000,005OH000008919xYAA,2025-11-20T23:17:24.000+0000,(905)760-8770,,yirmicohen@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLnvDYAS,False,,23912197,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:03:37.000+0000,False,False,005OH000005URvxYAG,2025-11-20T18:03:37.000+0000,005OH000005URvxYAG,2025-11-20T18:03:37.000+0000,005OH000005URvxYAG,2025-11-20T18:03:37.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLoRTYA0,False,,23913080,003G0000018f75yIAA,0010A000002wP9IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:18:17.000+0000,False,False,005OH000002N6huYAC,2025-11-20T18:18:17.000+0000,005OH000002N6huYAC,2025-11-20T18:18:17.000+0000,005OH000002N6huYAC,2025-11-20T18:18:17.000+0000,(450)536-0875,(514) 608-9168,alexandra.proulx@trinum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLqGOYA0,False,,23913414,0030A0000029f6QQAQ,0010A000002w3KaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,Call back request done as per MA's request. Asking for a manager call.,True,2025-11-20T18:32:46.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T18:23:44.000+0000,005OH00000BFPZHYA5,2025-11-20T18:32:46.000+0000,005OH00000BFPZHYA5,2025-11-20T18:32:46.000+0000,(604)235-5527,(778) 996-6569,eila@coreplan.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLql1YAC,False,,23912671,003OH00000Y0rVQYAZ,001OH00000gdV8gYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:11:04.000+0000,False,False,005OH000007fgYjYAI,2025-11-20T18:11:04.000+0000,005OH000007fgYjYAI,2025-11-20T18:11:05.000+0000,005OH000007fgYjYAI,2025-11-20T18:11:05.000+0000,(819)437-8479,,wrocque@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLrlvYAC,False,,23913562,003OH00000UkSL6YAN,001OH00000bVfHwYAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA Training Session,Medium,"Merci Carl,

Très apprécié


Bonjour Charline, 

Tel que discuté, vous trouverez ici-bas des liens pour des renseignements utiles sur les plateformes que nous avons discuté lors de notre formation. Si vous avez des questions ou besoin d’une autre formation sur un outil spécifique, renvoyer nous un courriel et il nous fera plaisir de vous aider. 

•	Vidéo de formation sur l’outil d’illustration : https://rise.articulate.com/share/HDbdJhA78J-uLwTogHvR8EG3i4qWpFqb#/lessons/FLwo-fSQiY20ya32sTMXC9GkEO7Banb-
•	Démonstration de SimplementProtégé: https://share.vidyard.com/watch/DQxm6ybK57hnfwqSnznKh1
•	Ressources relatives à la proposition en ligne des Affaires nouvelles : https://www.acp.canadalife.com/fr/plus/technology/affaires-nouvelles.advisor-content-portal-site-access.html
•	SimplementProtégé : https://www.acp.canadalife.com/fr/plus/technology/simplementprotege/apprentissage-et-soutien.html

Bonne journée! 

Merci de m’avoir permis de vous aider aujourd’hui! Si vous pouviez cliquer sur ce lien pour nous faire part de vos commentaires sur mon service, cela serait vraiment apprécié. N’hésitez pas à inclure toute suggestion pour notre plateforme Espace Affaires : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: CL Workspace Support 
Sent: Tuesday, October 28, 2025 11:48 AM
To: Charline Djiende Ndjiende <charline.djiende@ownsf.ca>
Subject: RE: INC1822161RE: [EXT] Additional assistance required - INC1822161

Bonjour Charline, 

Seriez vous disponible plus tard mardi le 4 novembre? A partir de midi? 

Je suis localisé à Vancouver avec un décalage horaire de 3 heures. Si vous n’êtes pas disponible plus tard dans la journée, je demanderai à un ou une collègue de vous appeler. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Charline Djiende Ndjiende <charline.djiende@ownsf.ca> 
Sent: Monday, October 27, 2025 12:00 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: INC1822161RE: [EXT] Additional assistance required - INC1822161

Bonjour Carl, Merci de votre retour à mon besoin de formation. Je serai disponible mardi 04 Novembre à 10h. Merci de me laisser savoir. Très cordialement Charline Djiende Ndjiende Conseillère en Sécurité Financière / Financial Security Advisor
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Carl,

Merci de votre retour à mon besoin de formation.
Je serai disponible mardi 04 Novembre à 10h.
Merci de me laisser savoir.

Très cordialement

Charline Djiende Ndjiende
Conseillère en Sécurité Financière / Financial Security Advisor
OWN Services financiers inc. / OWN financial services Inc.
 
4115 Rue Sherbrooke O. Bureau 215, Westmount, QC, H3Z 1K9
Et
1350 Boul René-Lévesque O, 3e étage, Montréal, QC, H3G 1T4

Cell: (438) 985-7980
Fax: (514) 343-0199
@ : charline.djiende@ownsf.ca
 
 
 
OWN Services financiers inc. est un cabinet de services financier domicile à Québec
OWN Financial Services Inc. is a financial services firm in Quebec
 
'Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié.  Si vous n'êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.  Merci'
À noter:  nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
-----------------------------------------------------------------------------
'The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you'. 
Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
  
 Devez-vous vraiment imprimer ce courriel? Pensez à l’environnement
 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Tuesday, October 21, 2025 5:53 PM
To: Charline Djiende Ndjiende <charline.djiende@ownsf.ca>
Subject: INC1822161RE: [EXT] Additional assistance required - INC1822161 
 
Bonjour, 
 
Merci d’avoir communiqué avec l’équipe de soutien de l’Espace affaires pour planifier une séance de formation. 
 
Pour réserver une séance de formation sur l’espace de travail, veuillez fournir ce qui suit :
 
• Quelques dates et heures pour réserver la séance de formation
• Le meilleur numéro pour vous joindre 
• Votre fuseau horaire
• Tout sujet sur lequel vous aimeriez recevoir de la formation au cours de cet appel (si rien de précis, nous ferons un survol de Espace et de ses caractéristiques)
 
Passez une merveilleuse journée. 😊
 
J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, October 21, 2025 10:18 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required - 
 
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: Charline Djiende Ndjiende Topic: Would you like additional training on Workspace/Salesforce? Oui What
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Charline Djiende Ndjiende
Topic: 
Would you like additional training on Workspace/Salesforce? Oui
What can we help you learn more about in Workspace?:  Je suis nouvelle et j'aimerais prendre attache avec l'équipe afin de mieux comprendre comment le système fonctionne",True,2025-11-20T18:26:21.000+0000,False,False,0055o000001zVCKAA2,2025-11-20T18:26:21.000+0000,0055o000001zVCKAA2,2025-11-20T19:06:16.000+0000,0055o000001zVCKAA2,2025-11-20T19:06:16.000+0000,(438)985-7980,,charline.djiende@ownsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLswWYAS,False,,23913390,003G0000018f6wIIAQ,0010A000002wOyAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login - password reset,Medium,"*11/20*
----------------
Stephanie Stewart 
f2319
err w1282
triggered email for password reset from SF
verified they were using the correct association as well


*email*
----------------

Good afternoon Stephanie, 

Thank you for contacting the Workspace Support Team with your login issue. 

You wanted to log into Workspace but were receiving ERR w1282. We were able to trigger the password reset email from the backend, you were able to successfully reset your password and log in. If you have any other questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T18:42:35.000+0000,False,False,005OH000008919xYAA,2025-11-20T18:23:26.000+0000,005OH000008919xYAA,2025-11-20T18:42:35.000+0000,005OH000008919xYAA,2025-11-20T18:42:35.000+0000,(877)211-2633,(403) 614-5789,stephanie@affluencepartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLuJyYAK,False,,23914360,003G0000018f7ISIAY,0010A000002wPNiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace contact info from abroad,Medium,"*** DDS Nov 20th, 2025 ***
User wanted an international or toll-free number to call us and SD. Provided all info but said that email is best if no number works from Singapore.
==================
Good afternoon Doreen,

It was a pleasure speaking with you today about getting support from Workspace Support from Singapore.

The phone number for Workspace support is 1-888-999-4516 and email address WorkspaceSupport@canadalife.com. The phone number for Service Desk is 1-800-459-5141.
If those numbers don’t work from where you will be you can try the Client Services Center at 1-888-252-1847 and ask to be transferred to the Workspace Support team.

If no phone number works, I can only advise to email us as these are the only numbers we have. Urgent emails with details and screen captures of issues are answered very quickly by our team.

I’m glad I was able to assist you today with different ways to contact us. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-20T20:26:13.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-20T18:40:37.000+0000,005OH00000AbJ7aYAF,2025-11-20T20:26:13.000+0000,005OH00000AbJ7aYAF,2025-11-20T20:26:13.000+0000,(778)883-7910,(778) 883-7910,doreen@tanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLxOHYA0,False,,23912737,003G0000018f6yuIAA,0010A000002wP1YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations issue,Medium,"Hi Mike,

It was a pleasure talking to you today regarding your Product illustrations issue.

As we discussed on our call, if you need illustrations urgently, you can request it by reaching out to: InforceParIllustrations@canadalife.com 

It seems that you had an issue accessing illustrations for LL policies due to the limited permissions on you account, please reach out to your regional sales associate to get access by adding missing user,  either the @londonlife.bz ID or the “IndIns_Illustration_Users” ISAM Security Group:

-	Name: Maria Davis, Email address: Maria.Davis@canadalife.com
-	Name: Salma Yarow, Email address:  Salma.Yarow@canadalife.com 


Your RSA can request the missing account and group via Access Request.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T18:29:07.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T18:12:03.000+0000,005OH00000AbCcLYAV,2025-11-20T18:29:08.000+0000,005OH00000AbCcLYAV,2025-12-13T02:02:46.000+0000,(705)254-1988,(705) 255-2763,mike@michaelthomascfp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLysGYAS,False,,23914630,003G0000018f6ZZIAY,0010A000002wOWeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:45:33.000+0000,False,False,0055o000002KxaMAAS,2025-11-20T18:45:33.000+0000,0055o000002KxaMAAS,2025-11-20T18:45:34.000+0000,0055o000002KxaMAAS,2025-11-20T18:45:34.000+0000,(403)860-1495,(403) 860-1495,jim@jimbrownlee.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLyvRYAS,False,,23912889,0030A0000029cfRQAQ,0010A000002w1JqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor associate was having issues signing onto workspace. I advised we can only assist advisor, the advisor verified themselves and we started a remote log me in session to view and they received an error ( ERR-1283) followed the KBA KB0017399.
****
Hi Lawrence , thank you for contacting the workspace support today.
To recap our call, we did a remote log me in session as you were having difficulties ; after troubleshooting I was able to confirm due to the account being made yesterday it does take at least 48 hours before you’re able to log on, which is why you were having a hard time to log in. I know that information was not passed along. I do want to apologize for that. If 48 hours passes and you’re still not able to sign in please let me know in your response.",True,2025-11-20T18:34:25.000+0000,False,False,005OH00000BFQFCYA5,2025-11-20T18:14:49.000+0000,005OH00000BFQFCYA5,2025-11-20T19:08:51.000+0000,005OH00000BFQFCYA5,2025-11-20T19:08:51.000+0000,(709)754-6507,,lgeorge@aplusinsurance.nf.ca,(709)754-2160,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLyx3YAC,False,,23912900,0035o000007iy3QAAQ,0015o000008QS2pAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:14:57.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T18:14:57.000+0000,005OH000004Ir1xYAC,2025-11-20T18:14:57.000+0000,005OH000004Ir1xYAC,2025-11-20T18:14:57.000+0000,(403)852-2169,,jasdjvirdi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLz6nYAC,False,,23913942,0030A0000029q5XQAQ,0010A000002wCPWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Hi Jeff,

It was a pleasure speaking on the phone with you earlier regarding your Workspace MGA account.

Just a recap of what we did, we unlocked your account and sent a request to reset your password, you were able to access you account successfully without an authenticator.

If you encounter an issue in the future regarding the MFA set up, please refer to the guides attached on my email to link it to your account or call our team, we will me more than happy to assist you.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T18:51:43.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T18:33:13.000+0000,005OH00000AbCcLYAV,2025-11-20T18:51:43.000+0000,005OH00000AbCcLYAV,2025-11-20T18:51:43.000+0000,(519)474-9104,5196175333,info@arcfinancialgroup.com,(226)781-0444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gLzOWYA0,False,,23914505,003G0000018f73YIAQ,0010A000002wP6sQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Application - can't click next,Medium,"Name:  JASON RICARD
Advisor or support staff: Advisor 
Advisor Code: H1140 NATIONAL ACCOUNT
Advisor Name: JASON RICARD	
Phone: 905-243-0999
Email: jricard@assante.com		
1. Siebel verification: completed.
2. Last Login to Workspace: today
Issue: simple protect term life insurance application, the next button isn't working. stuck at the existing coverage tab, doesn't matter whether he chooses the client has coverage or not, the next button isn't available to clicked but its not greyed out, they're red. he signed out/went back in the application, it shows 2 questions not completed but they're completed. 

he's signed the application and but the 2 boxes show its not filled in/but they are. He can't change anything

APPLICATION# 60921122-9

FINDINGS: asked him to sign out/in again on another browser to check. same issue. 

--------------------------------------***DDS  11/21/2025***--------------------------
CLOSING CASE. ADVISOR STARTED NEW APPLICATION WITHOUT ISSUES
SENT FOLLOW UP
--------------------------------------***DDS  11/21/2025***--------------------------
Hello Jason,

Glad to hear you were able to start a new application without issues and thanks for the update. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/21/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  11/21/2025***--------------------------
Hello

I went ahead and start a new application without issue.  Thank you

Jason

Jason R. Ricard, QAFP
Financial Planning Advisor
Assante Financial Management Ltd.
Assante Estate & Insurance Services
1001 Burns Street East, Suite 1
Whitby, ON  L1N 6A6
905-430-6023 ext 211
www.assante.com

--------------------------------------***DDS  11/21/2025***--------------------------
checked the into kbs, nothing specific for this found.  checked the Simple protect known issue tracker, found a resolved issue similar to this which references KB0022664  but KB talks about deleting the application which the advisor doesn't want to do. The tracker also notes to have the advisor contact their NBC
----
checked with question corner/jonathan replied
Hopefully he sends you a full screenshot of the page including the top URL bar. This might be related to extensions/addons the user might of installed on their internet browser. If they do provide you this screenshot, look to the top right next to see if they have anything installed, I've seen some users install security addons that end up blocking key features like popups that are used in Workspace. Unfortunately this is usually better done when remote into the PC. 

--
NO RESPONSE WITH SCREENSHOT RECEIVED FROM ADVISOR. SENT FOLLOW UP. 

--------------------------------------***DDS  11/21/2025***--------------------------
Good morning Jason,

Following up on my email below, I have not received the screenshot of the page where you’re stuck on Application#60921122-9.

Please send over so we can further investigate.

Also let me know if you were able to start a new application as discussed and if you had any issues or not. 

If you were able to get the new application going and do not need assistance with 60921122-9, let me know as well, you can simply delete the application.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/20/2025***--------------------------
Hello Jason, 

Thanks for contacting Workspace Support today regarding not being able to click “next” to submit a Simple Protect Term life insurance application# 60921122-9.

As discussed, we will need to investigate further however please do send me a screenshot of the page where you’re stuck so we can investigate, thanks.

You will attempt to start a new application as well and if you run into the same issues, you will let me know. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T21:02:11.000+0000,False,False,005OH00000AUS7aYAH,2025-11-20T18:43:18.000+0000,005OH00000AUS7aYAH,2025-11-21T21:02:11.000+0000,005OH00000AUS7aYAH,2025-11-21T21:02:11.000+0000,(905)403-6023X211,,jason.ricard@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gM07fYAC,False,,23913115,0030A0000029Wl5QAE,0010A000002vwQvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:19:00.000+0000,False,False,005OH000005URvxYAG,2025-11-20T18:19:00.000+0000,005OH000005URvxYAG,2025-11-20T18:19:00.000+0000,005OH000005URvxYAG,2025-11-20T18:19:00.000+0000,(780)905-5736,,david@dmfinancial.ca,(780)408-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gM3v7YAC,False,,23913343,0035o000007BzeCAAS,0015o000007rpUwAAI,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 20 2025

Good Day Aileen,

As requested, please find the client listing under the Great West Life codes attached. The password to the document is still the same as the one you previously received. 

As you may know, our team is required to encrypt these kinds of emails to ensure sensitive client data is protected. 

I would like to let you know there is a 30-second survey linked ahead. I would truly appreciate if you could complete the survey to let me know how I did today! 😊 Wealth support (swoogo.com)

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Thank you,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: BusinessReporting@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T18:22:42.000+0000,False,False,005OH000002iN7rYAE,2025-11-20T18:22:42.000+0000,005OH000002iN7rYAE,2025-11-20T18:22:42.000+0000,005OH000002iN7rYAE,2025-11-20T18:22:42.000+0000,(778)223-6442,,aileen@saasinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gM4uRYAS,False,,23915812,003OH00000OqLAfYAN,001OH00000UDTMTYA5,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL*

Hi Bobbi-J,

As mentioned in my previous email, please see password below for your password-protected Excel file:
Y6NA4FV29K


Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Bobbi-J,

Please find the attached file for a list of clients, plans and their current KYC status on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of the clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Brian Rivers
Code: 37325

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to bjaye@orrinsurance.net

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-11-20T19:04:51.000+0000,False,False,005OH0000071DK9YAM,2025-11-20T19:04:51.000+0000,005OH0000071DK9YAM,2025-11-20T19:04:52.000+0000,005OH0000071DK9YAM,2025-11-20T19:04:52.000+0000,,,bjaye@orrinsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gM50rYAC,False,,23913462,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:24:31.000+0000,False,False,005OH000007fgYjYAI,2025-11-20T18:24:31.000+0000,005OH000007fgYjYAI,2025-11-20T18:24:31.000+0000,005OH000007fgYjYAI,2025-11-20T18:24:31.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gM7AjYAK,False,,23913703,0031600002YRXn3AAH,0010A000002wODOQA2,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Technical Support - Member website,Medium,,True,2025-11-20T18:33:42.000+0000,False,False,0055o000002I19tAAC,2025-11-20T18:28:46.000+0000,0055o000002I19tAAC,2025-11-20T18:33:43.000+0000,0055o000002I19tAAC,2025-11-20T18:33:43.000+0000,(819)375-4974,,andredave.fournier@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002I19tAAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gM8LLYA0,False,,23914671,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:46:12.000+0000,False,False,005OH000005URvxYAG,2025-11-20T18:46:12.000+0000,005OH000005URvxYAG,2025-11-20T18:46:13.000+0000,005OH000005URvxYAG,2025-11-20T18:46:13.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gM8OfYAK,False,,23914761,0030A0000029ZqqQAE,0010A000002vz4qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:47:51.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T18:47:51.000+0000,005OH000004Ir1xYAC,2025-11-20T18:47:51.000+0000,005OH000004Ir1xYAC,2025-11-20T18:47:51.000+0000,(403)320-5877,,meli.insurance@shaw.ca,(403)328-2776,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMH21YAG,False,,23914585,0030A0000029nAhQAI,0010A000002wA4SQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:44:38.000+0000,False,False,005OH000005URvxYAG,2025-11-20T18:44:38.000+0000,005OH000005URvxYAG,2025-11-20T18:44:39.000+0000,005OH000005URvxYAG,2025-11-20T18:44:39.000+0000,(780)398-2041,,weaselcreek@gmail.com,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMHGXYA4,False,,23914608,003OH00000ANAx5YAH,001OH00000CYBGnYAP,,,,,,,012OH000000ijW5YAI,Open,,Phone,,WRS - Investment Summary System,Medium,"**WRS** Nov 20 2025

An advisor had a question about the client system Investment Summary not loading. There is an update that should go through today and that should try to solve the issue.",False,,False,False,005OH000002iN7rYAE,2025-11-20T18:44:57.000+0000,005OH000002iN7rYAE,2025-11-20T18:51:54.000+0000,005OH000002iN7rYAE,2025-11-20T18:51:54.000+0000,(204)478-8500,(204) 795-8222,dedmond@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMJbnYAG,False,,23917532,003G0000018f739IAA,0010A000002wP6TQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre issue,Medium,"Name: Joanie Long
Advisor or support staff: Advisor support
Advisor Code: F2429 AND LL13774
Advisor Name: ED HICKEY	
Phone: 902-431-5500 x3
Email: joanie@arbourwealth.ca		
1. Siebel verification: VERIFIED WITH ADVISORS INFO IN SIEBEL.
2. Last Login to Workspace: today through advice canada.
Issue: not able to access Investment Centre, tried to access from both workspace as well as advice canada and it just loading for over 15mins.
another employee there also having the same issue. 

FINDINGS: no known issues
cleared cookies/cache on edge, had her try again, she signs in from Investment centre from advice canada, it just not loading

tried from workspace but she can't sign into Workspace directly,  ERR-W1283
followed KB0017399. authenticated unlocked/sent password re-set link. she signed in and was prompted to setup MFA, helped her setup Microsoft Auth.
same issue though, investment centre still loads and loads

had her try from Chrome now, same issue just loads and loads. took screenshots. 

Also noted to her to check if a it maybe a firewall issue at their end, she will check.

RESOLUTION: CALLED ASSIST DESK. SPOKE TO JASON, NOTED TO SEND HIM THE DETAILS SO HE CAN ESCALATE THE TICKET TO DAS. SENT DETAILS IN CHAT
CLOSED MY CASE. ADVISED JOANIE THAT I'VE ESCALATED AND OUR 2ND LEVEL WILL GET BACK TO HER. 
 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000004oW2PYAU%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000E4GkTYAV%26cntc%3D003OH00000E4GkTYAV%26id%3D005OH000004oW2PYAU",True,2025-11-20T20:08:15.000+0000,False,False,005OH00000AUS7aYAH,2025-11-20T19:32:04.000+0000,005OH00000AUS7aYAH,2025-11-20T20:16:10.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:19.000+0000,(902)431-5500,(902) 229-6510,ed@arbourwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMK37YAG,False,,23914856,003G0000018f6lNIAQ,0010A000002wOn7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Learning Centre - tech issue,Medium,"*11/20*
----------------


Alexander Potter 

i have accessed the learning centre via workspace, i was trying to resume the topic, it does not let me do that, it shows me, don't click away from here, 
trying to resume previous activity
started to work correctly during conversation on its own

*email*
----------------
Good afternoon Alexander, 

Thank you for contacting the Workspace Support Team with your Learning Centre inquiry. 

You were trying to resume a course that you had not completed but it was not working correctly. During our discussion you were able to navigate to where you wanted to be and you could resume where you left of. If you have any questions or concerns, please reply to this email 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T00:16:04.000+0000,False,False,005OH000008919xYAA,2025-11-20T18:49:48.000+0000,005OH000008919xYAA,2025-11-21T00:56:02.000+0000,005OH000008919xYAA,2025-11-21T00:56:02.000+0000,(604)607-3585,(604) 607-3585,alexander@alexanderpotter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMKUaYAO,False,,23917348,003G0000018f7BsIAI,0010A000002wPFqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:29:17.000+0000,False,False,005OH000002N6huYAC,2025-11-20T19:29:17.000+0000,005OH000002N6huYAC,2025-11-20T19:29:17.000+0000,005OH000002N6huYAC,2025-11-20T19:29:17.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gML7FYAW,False,,23914968,003G000001wxlFtIAI,0010A000002wT5QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Data Extraction,Medium,"User calling to report ""Product Addresses"" missing in CRM Data Extraction; confirmed addresses are not considered a CRM Data field as per KB0022802; spoke with Assist Desk to confirm wording for user; user asked what ""s-note"" is; offered to email them with answer once found 

***EMAIL CHAIN***

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 20, 2025 3:17 PM
To: Bellman, Janis <janis.bellman@hudsonwealth.ca>
Subject: CRM Data Extraction Files - SF Case #23914968

Hi Janis,

Thank you so much for reaching out to Workspace Support – we truly appreciated your patience while we investigated your CRM Data inquiries!

As discussed, please rest assured that any critical Policy-related data fields (i.e. Language, Marital Status, Product Addresses) will continue to be available on Workspace beyond November 23rd2025! Files submitted for processing (REQ# on File name) will also remain in Workspace. 

And to answer your second question: “S-Note” files refer to any Notes that were entered into Workspace!  To open your .snote files, you would select Windows Notepad (or for Apple users; macOS Text Editor). 

For more information please feel free to refer to the Understanding Your CRM Data Extraction job aid available in Workspace. 

 


If you require further support, or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-20T22:20:43.000+0000,False,False,005OH00000BFQFDYA5,2025-11-20T18:51:21.000+0000,005OH00000BFQFDYA5,2025-12-04T18:38:57.000+0000,005OH00000BFQFDYA5,2025-12-04T18:38:57.000+0000,(647)775-0811,(416) 258-0630,janis.bellman@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMLIYYA4,False,,23915370,003G0000018f7xJIAQ,0010A000002wQ3UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T18:58:07.000+0000,False,False,0055o000001h4cFAAQ,2025-11-20T18:58:07.000+0000,0055o000001h4cFAAQ,2025-11-20T18:58:07.000+0000,0055o000001h4cFAAQ,2025-11-20T18:58:07.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMLVRYA4,False,,23915007,0030A0000029jswQAA,0010A000002w7JSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Password for E‑Contracts or Client Records PDFs,Medium,"Bonjour Robert, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires 

Pour ouvrir votre contrat électronique ou le document PDF généré par Simple Protect ou l’application Web Affaires Nouvelles, un mot de passe est requis. Ce mot de passe correspond aux quatre derniers caractères du numéro de police. 

Exemple :

Si votre numéro de police est 3456789T, le mot de passe sera 789T.

Veuillez entrer ces quatre derniers caractères exactement comme ils apparaissent dans le numéro de police. Si vous rencontrez toujours des difficultés après avoir essayé cette méthode, n’hésitez pas à nous le faire savoir afin que nous puissions vous aider davantage.

Bonne journée! 

Merci de m’avoir permis de vous aider aujourd’hui! Si vous pouviez cliquer sur ce lien pour nous faire part de vos commentaires sur mon service, cela serait vraiment apprécié. N’hésitez pas à inclure toute suggestion pour notre plateforme Espace Affaires : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  


From: Cyr, Robert <Robert.Cyr@IG.ca> 
Sent: Wednesday, November 19, 2025 1:11 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Contrat 

J'ai essayé d'ouvrir le contrat et il me demande un lot de passe et j'ai essayé trois fois mais quel était le mot de passe pour ouvrir le contrat pour l'imprimer Téléchargez Outlook pour iOS                                                 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
J'ai essayé d'ouvrir le contrat et il me demande un lot de passe et j'ai essayé trois fois mais quel était le mot de passe pour ouvrir le contrat pour l'imprimer 

Téléchargez Outlook pour iOS",True,2025-11-20T18:51:58.000+0000,False,False,0055o000001zVCKAA2,2025-11-20T18:51:58.000+0000,0055o000001zVCKAA2,2025-11-20T18:52:09.000+0000,0055o000001zVCKAA2,2025-11-20T18:52:09.000+0000,(418)696-1331,,robert.cyr@ig.ca,(418)696-2235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMLf8YAG,False,,23916038,0030A0000029YOCQA2,0010A000002vxpeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:08:18.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T19:08:18.000+0000,005OH00000BfjndYAB,2025-11-20T19:08:19.000+0000,005OH00000BfjndYAB,2025-11-20T19:08:19.000+0000,(250)860-6494,,bslutker@peakgroup.com,(250)860-6408,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMMHqYAO,False,,23915664,003OH00000DT9OjYAL,001OH00000H4ngPYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User is unable to resend Video,Medium,"Bonjour Gabriel, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires 

Pouvez-vous cliquer sur le lien Annuler : 


 

Par la suite, saisissez à nouveau l’adresse courriel dans les deux champs (Adresse courriel et Confirmation) et cliquez sur Enregistrer. 

Si cela ne fonctionne toujours pas, veuillez nous renvoyer un courriel et nous assignerons votre cas a notre équipe de support de 2e niveau. 

Merci de m’avoir permis de vous aider aujourd’hui! Si vous pouviez cliquer sur ce lien pour nous faire part de vos commentaires sur mon service, cela serait vraiment apprécié. N’hésitez pas à inclure toute suggestion pour notre plateforme Espace Affaires : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com> 
Sent: Wednesday, November 19, 2025 11:06 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Nadeau, Gabriel <gabriel.nadeau@ig.ca>
Subject: TR: Proposition 60919249-6 ***URGENT***
Importance: High

Bonjour soutien technique pour Espace Affaires,

SVP voir courriel ici-bas et captures d’écrans…est-ce que vous pouvez aider svp aussitôt que possible pour que le conseiller puisse ré-envoyer la proposition pour signature à son client.
Merci !

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance
Tél.: 581-705-4165 

 


Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

De : Nadeau, Gabriel <Gabriel.Nadeau@ig.ca> 
Envoyé : 19 novembre 2025 11:02
À : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Cc : Brisson, Samuel <Samuel.Brisson@iggpp.ca>; Cormier, Anne-Laurence <Anne-Laurence.Cormier@iggpp.ca>
Objet : Proposition 60919249-6

Bonjour Marie-Claire, Suite à notre échange téléphonique, tu trouveras en pièce jointe le courriel que j’ai reçu de Canada Vie lorsque les documents à signer ont expiré, ainsi que la capture d’écran de ce que je vois dans la proposition. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Marie-Claire,

Suite à notre échange téléphonique, tu trouveras en pièce jointe le courriel que j’ai reçu de Canada Vie lorsque les documents à signer ont expiré, ainsi que la capture d’écran de ce que je vois dans la proposition.

Lorsque je remplis la case « Confirmer l’adresse courriel », rien ne se produit et le bouton « Envoyer », situé un peu plus bas sur la page, demeure grisé. Je suis donc incapable de le cliquer afin de renvoyer les documents.

Merci !

Gabriel Nadeau, Pl Fin., B.A.A
Planificateur financier
Représentant en épargne collective
Conseiller en sécurité financière
 
1300, boul. Guillaume-Couture, Lévis (QC) G6W 0R9
Tél. : (418) 834-0444 | Cell. : 418-334-9780 
IG Gestion de patrimoine Inc., cabinet en planification financière
Division des fonds communs de placement
Membre du groupe d’entreprises de la Corporation Financière Power",True,2025-11-20T19:02:29.000+0000,False,False,0055o000001zVCKAA2,2025-11-20T19:02:29.000+0000,0055o000001zVCKAA2,2025-11-21T23:58:08.000+0000,0055o000001zVCKAA2,2025-11-21T23:58:08.000+0000,(418)834-0444,,gabriel.nadeau@ig.ca,(418)834-9296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMMmXYAW,False,,23916188,003G0000018f7pdIAA,0010A000002wPw4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:10:42.000+0000,False,False,005G0000002gyDJIAY,2025-11-20T19:10:42.000+0000,005G0000002gyDJIAY,2025-11-20T19:10:43.000+0000,005G0000002gyDJIAY,2025-11-20T19:10:43.000+0000,(306)775-0995,,ed@edned.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMNsIYAW,False,,23916790,0030A0000029ZpkQAE,0010A000002vz3oQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:20:20.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T19:20:20.000+0000,005OH00000BfjndYAB,2025-11-20T19:20:21.000+0000,005OH00000BfjndYAB,2025-11-20T19:20:21.000+0000,(604)535-2404,,john@annuitybrokers.ca,(604)531-4013,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMO6oYAG,False,,23916763,0030A0000029Yd1QAE,0010A000002vy0vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User got a new phone and is requesting to disconnect and reset it up. Authenticated advisor and called back to disconnect. 

Email: kristiallan47@yahoo.ca 
Code: B5357
Phone: 403-350-5987

******************************************
Good afternoon, Kristi

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Salesforce authenticator on your new mobile phone.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T19:30:21.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T19:19:50.000+0000,005OH00000BG5v4YAD,2025-11-20T19:30:21.000+0000,005OH00000BG5v4YAD,2025-11-20T19:30:21.000+0000,(403)350-5987,,kristiallan47@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMOA1YAO,False,,23916446,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adding a delegate,Medium,"Hi Harmanjot and Miral,

As discussed; to add a delegate, they need to have their own Workspace access. I have attached the Third Party Access (TPA) form for your convenience. Please fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com. 
 
Once Distribution Methodology processes this form, your delegate should be able to access your book of business on the platform.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

If there is anything else we can assist you with, please do not hesitate to reach out. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T19:14:49.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T19:14:49.000+0000,005OH00000AbCcLYAV,2025-11-20T19:16:18.000+0000,005OH00000AbCcLYAV,2025-11-20T19:16:18.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMOgFYAW,False,,23915585,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:01:20.000+0000,False,False,005OH000001cCPNYA2,2025-11-20T19:01:20.000+0000,005OH000001cCPNYA2,2025-11-20T19:01:20.000+0000,005OH000001cCPNYA2,2025-11-20T19:01:20.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMP66YAG,False,,23917705,0030A000005stMQQAY,0010A000006dVioQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is locked out of User ID, authenticated user and helped reset with temporary password. User is trying to register for Workspace. 

User ID: JEFFHONIG 
Advisor: C5630
Email: jeff.honig@edwardjones.com

********************************************************
Good afternoon, Jeff 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registering for Workspace! 
 
I'm glad I was able to assist you with unlocking/ resetting your User ID password (formerly known as RepNet). Once we were able to unlock your account, you were able to register for Workspace. As a reminder, every time you log into Workspace it will now send a verification code to your email. 

If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T19:56:58.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T19:34:51.000+0000,005OH00000BG5v4YAD,2025-11-20T19:56:58.000+0000,005OH00000BG5v4YAD,2025-11-20T19:56:58.000+0000,(250)837-1333,(250) 805-1995,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMQDPYA4,False,,23915732,0030A0000029Xe1QAE,0010A000002vxB1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:03:33.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T19:03:33.000+0000,005OH00000BfjndYAB,2025-11-20T19:03:33.000+0000,005OH00000BfjndYAB,2025-11-20T19:03:33.000+0000,(604)531-0022,,af@fransenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMQwYYAW,False,,23916519,0035o000005empCAAQ,0015o000006DcFtAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:16:11.000+0000,False,False,0055o000001NWfMAAW,2025-11-20T19:16:11.000+0000,0055o000001NWfMAAW,2025-11-20T19:16:11.000+0000,0055o000001NWfMAAW,2025-11-20T19:16:11.000+0000,(289)259-7568,,sophiazhang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMR7tYAG,False,,23918995,003G000001MoAMKIA3,0010A000002wSYiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,MAS Fee Charges Summary Report Request,True,2025-11-20T19:54:56.000+0000,False,False,005OH0000071DK9YAM,2025-11-20T19:54:56.000+0000,005OH0000071DK9YAM,2025-11-20T19:54:57.000+0000,005OH0000071DK9YAM,2025-11-20T19:54:57.000+0000,(416)731-3232,(647) 210-2822,andrew@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMSYXYA4,False,,23915626,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA set up,Medium,"Good day Harmanjot,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we disconnected your authenticator from your old device, reconnected it in your new device then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T19:13:26.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T19:01:56.000+0000,005OH00000AbCcLYAV,2025-11-20T19:13:26.000+0000,005OH00000AbCcLYAV,2025-11-20T19:13:26.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMV9rYAG,False,,23916546,003G0000018f7rrIAA,0010A000002wPy8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Darrell,

As mentioned in my previous email, please see password below for your password-protected Excel file:
JKFW9TFBTU

Please note the password is for the Excel file itself. A one-time passcode will be sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Darrell,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Darrell Lutzko
Code: A0473

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to dlutzko@sasktel.net

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-11-20T19:16:41.000+0000,False,False,005OH0000071DK9YAM,2025-11-20T19:16:41.000+0000,005OH0000071DK9YAM,2025-11-20T19:16:42.000+0000,005OH0000071DK9YAM,2025-11-20T19:16:42.000+0000,(306) 955-3174,,dlutzko@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMWFbYAO,False,,23916769,0031600002WuRNBAA3,0010A000002wO8cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations access issue,Medium,"*** DDS Nov 20th, 2025 ***
User cannot access PI, but last week no problem. Temp password created, still an issue. Looks like ISAM authorization disappeared for PI for advisor so escalated to L2 to service leaders to look into it. Could not contact them on assist line to indicated that someone will call them back. Handled in INC1868456
============
Good afternoon Dave,

Sorry for the late email following our call this afternoon concerning Product Illustration access.

During our call I set up a temporary password but that did not solve the issue. It looked like the authorization on your account for Product Illustrations was removed or disappeared.

It looks like an issue affecting multiple advisors at the same time today. I have escalated this issue with our level 2 team that will investigate into this accessibility issue for Product Illustrations.
They will follow up with you as soon as they are available concerning your situation. Thank you for your patience and understanding.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2026-01-29T16:14:58.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-20T19:19:53.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:14:59.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:14:59.000+0000,(905)821-8224,(647) 992-1822,dave@haunnlanders.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMXWcYAO,False,,23916179,0030A0000029kbzQAA,0010A000002w7vYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:10:36.000+0000,False,False,005OH000004pk06YAA,2025-11-20T19:10:36.000+0000,005OH000004pk06YAA,2025-11-20T19:10:37.000+0000,005OH000004pk06YAA,2025-11-20T19:10:37.000+0000,(647)825-1930,905-783-5430,skalyan.financialservices@gmail.com,(289)725-8025,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMZBvYAO,False,,23917671,0030A000006e9dKQAQ,0010A000007OsOlQAK,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Investment center access issue - Ref: INC1864699,Medium,"The caller reported an access issue to their IC and inquired if it is a general issue.
Details Provided by Caller:
-Cleared browser cookies
-Attempted access from multiple devices
-Confirmed access through their Advisor Solutions account

Account Status: 
-WS ADSL account: Active 
--ISAM account: Active

Error Message: ""Site can't be reached.""

Additional Notes: The caller had to take another call and did not complete the conversation.

Ref: INC1864699
Assist: Eliese A.

---------------------------------EMAIL----------------------------
Hi Zachary,

It was a pleasure speaking with you earlier regarding your Investment Center access issue. I had a few additional questions, but as you needed to take another call, we were unable to complete the conversation.

Upon further investigation, we have not identified any similar issues reported by other advisors at this time. If you are still encountering the same issue, please don’t hesitate to reach out to our team for assistance.

I have also reported this matter to my leadership team. Should there be any updates, we will contact you promptly.

Thank you for your patience and understanding.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

TO: Feinstein, Zachary <zach@corefinancialplanning.ca> // F3835",False,,False,False,005OH00000AbCcLYAV,2025-11-20T19:34:14.000+0000,005OH00000AbCcLYAV,2025-11-20T20:17:47.000+0000,005OH00000AbCcLYAV,2025-12-13T02:02:19.000+0000,(905)276-1177,647-999-2036,zach@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMZetYAG,False,,23917268,0030A0000029c05QAA,0010A000002w0pFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:27:54.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T19:27:54.000+0000,005OH00000BfonJYAR,2025-11-20T19:27:55.000+0000,005OH00000BfonJYAR,2025-11-20T19:27:55.000+0000,(604)729-9396,,amadeus@abundancecanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMZgTYAW,False,,23916340,0030A0000029ZFNQA2,0010A000002vyZeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:12:54.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T19:12:54.000+0000,005OH00000BfjndYAB,2025-11-20T19:12:55.000+0000,005OH00000BfjndYAB,2025-11-20T19:12:55.000+0000,(778)279-8033,,magigliotti@shaw.ca,(778)279-8044,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMa9YYAS,False,,23917999,0035o000005empCAAQ,0015o000006DcFtAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:39:26.000+0000,False,False,0055o000001NWfMAAW,2025-11-20T19:39:26.000+0000,0055o000001NWfMAAW,2025-11-20T19:39:27.000+0000,0055o000001NWfMAAW,2025-11-20T19:39:27.000+0000,(289)259-7568,,sophiazhang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMaZLYA0,False,,23917274,0030A0000029Yd1QAE,0010A000002vy0vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA set up,Medium,Refer to C23916763- Called user back for authentication reasons.,True,2025-11-20T19:31:32.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T19:27:59.000+0000,005OH00000BG5v4YAD,2025-11-20T19:31:32.000+0000,005OH00000BG5v4YAD,2025-11-20T19:31:32.000+0000,(403)350-5987,,kristiallan47@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMbDdYAK,False,,23916509,0030A0000029ZbjQAE,0010A000002vyqlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:15:58.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T19:15:58.000+0000,005OH00000BfjndYAB,2025-11-20T19:15:59.000+0000,005OH00000BfjndYAB,2025-11-20T19:15:59.000+0000,(604)903-2522,,gpriest@beemwealth.ca,(604)903-2555,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMbDfYAK,False,,23916998,0030A0000029aumQAA,0010A000002vzyIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected Calls,Medium,"Hi Michael, 

Thank you for contacting the Workspace Support team. It was a pleasure speaking with you today regarding your inquiry about your GRS account.

As mentioned during our call, Workspace Technical Support is only equipped to assist with inquiries related to Workspace accounts. Unfortunately, we are unable to provide assistance related to  Group insurance/coverages.

To help you further, please find below the contact information for some of the Group teams who may be able to assist:
-	Group Retirement Services (GRS) 1-800-724-3402 (8:00 am - 8:00 pm EST)
-	Group Health and Dental (GLH) GCCS (8:00am - 8:00 pm EST)
-	Pensions Group (Non-Staff) 1-888-781-1262
-	Portable Benefits 1-833-725-0257 (8:00am - 6:00PM EST) / portablebenefits@canadalife.com
-	Pooled Registered Pension Plan (PRPP) Specialist, Voluntary Retirement Savings Plan (VRSP) Specialist 1-855-495-7837

Website: GRS access: Home — Canada Life

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T19:31:10.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T19:23:22.000+0000,005OH00000AbCcLYAV,2025-11-20T19:31:10.000+0000,005OH00000AbCcLYAV,2025-11-20T19:31:10.000+0000,(519)966-0101,,michael.fox@ipcsecurities.com,(519)966-5209,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMbjwYAC,False,,23916739,003OH00000NkSiXYAV,001OH00000SqQUjYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:19:29.000+0000,False,False,005OH000004pk06YAA,2025-11-20T19:19:29.000+0000,005OH000004pk06YAA,2025-11-20T19:19:29.000+0000,005OH000004pk06YAA,2025-11-20T19:19:29.000+0000,(905)531-6909,,talktomilesnow@gmail.com,(289)674-5572,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMceLYAS,False,,23916650,0030A0000029ZdYQAU,0010A000002vysVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:18:09.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T19:18:09.000+0000,005OH00000BfjndYAB,2025-11-20T19:18:09.000+0000,005OH00000BfjndYAB,2025-11-20T19:18:09.000+0000,(250)869-5950,,william@williamambrock.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMeBdYAK,False,,23919625,003OH00000GC2JRYA1,001OH00000K7L96YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre issue - INC1864811,Medium,"Followed KB0021772 Investment Centre SSO Issues and reach out assist line to escalate to DAS - INC1864811
===============
Hi Nazar,

Thank you for contacting the workspace support about an issue accessing the Investment Centre.

We have identified that there is no error message, but it is only under loading status. We also tried to do some trouble shooting steps unfortunately it did not resolve the issue. Upon checking, it is noted on our end that other advisors are also having the same issue but none the less we have escalated the situation still and will provide you an update once it is worked on.

I do appreciate your patience and understanding on this matter. Thank you!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-20T20:36:42.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T20:05:19.000+0000,005OH00000BFPZHYA5,2025-11-20T20:40:16.000+0000,005OH000006wv2TYAQ,2025-12-13T02:02:05.000+0000,(306)359-1999,,nazar@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMfVqYAK,False,,23919720,0030A0000029pdyQAA,0010A000002wC32QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:07:02.000+0000,False,False,0055o000002KxaMAAS,2025-11-20T20:07:02.000+0000,0055o000002KxaMAAS,2025-11-20T20:07:03.000+0000,0055o000002KxaMAAS,2025-11-20T20:07:03.000+0000,(403)519-6418,,ralph.brust@navwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMpAEYA0,False,,23919842,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:09:05.000+0000,False,False,005G0000002gyDJIAY,2025-11-20T20:09:05.000+0000,005G0000002gyDJIAY,2025-11-20T20:09:06.000+0000,005G0000002gyDJIAY,2025-11-20T20:09:06.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMpV7YAK,False,,23917955,0030A000005Ui3DQAS,0010A000006EDFbQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:38:53.000+0000,False,False,005G0000002gxxjIAA,2025-11-20T19:38:53.000+0000,005G0000002gxxjIAA,2025-11-20T19:38:53.000+0000,005G0000002gxxjIAA,2025-11-20T19:38:53.000+0000,(514)822-4270,(438) 978-5142,lucy.pires@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMptOYAS,False,,23920288,0030A00000BSXTsQAP,0010A00000C2h41QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration,Medium,"User is wanting to reset password for Production Illustration. Refer to KB0023420. Authenticated and reset ISAM password. User then received another error message, referred to KB0023323 and assisted user to download the newest version. User then got another error message and referred to KB0023420.

Nov.25/25***************
Authenticated user and reset User ID password with temporary one (on ISAM). User was able to update temporary password and sign into Product Illustration.

Email: jesse@mccalmont-financial.com 
Email: jesse.tocchet@canadalife.com 
Code: LL39147
Phone - 416-804-4171

***********************************************
Good afternoon, Jesse 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the product illustration. 
 
I'm glad I was able to assist you with reset your User ID so you can sign into your Product Illustration! 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Jesse Tocchet <Jesse@mccalmont-financial.com> 
Sent: November 25, 2025 12:53 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Support C#23920288 - Product Illustration 

Jesse Tocchet reacted to your message: From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Tuesday, November 25, 2025 5: 14: 09 PM To: Jesse Tocchet <jesse@ mccalmont-financial. com> Subject: RE: Workspace Support C#23920288
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 	Jesse Tocchet reacted to your message: 


________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Tuesday, November 25, 2025 5:14:09 PM
To: Jesse Tocchet <jesse@mccalmont-financial.com>
Subject: RE: Workspace Support C#23920288 - Product Illustration 
 
Hi Jesse, 
 
Yes, I will call you between 2-2:15pm EST today. Speak to you soon!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Jesse Tocchet <Jesse@mccalmont-financial.com> 
Sent: November 25, 2025 11:50 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace Support C#23920288 - Product Illustration 
 
Can you call after 2: 00pm? Cell is 416-804-4171. Jesse Tocchet HON B. A Senior Financial Advisor McCalmont Financial 570 Alden Road. Suite 215. Markham, Ontario. L3R 8N2. Tel #: 647-668-3504 www. mccalmont-financial. com The contents of this communication,
Can you call after 2:00pm? 
 
Cell is 416-804-4171.
 
Jesse Tocchet HON B.A
Senior Financial Advisor
McCalmont Financial
570 Alden Road. Suite 215. Markham, Ontario. L3R 8N2.
 
Tel #: 647-668-3504
 
 
 
 
www.mccalmont-financial.com
 
 
 
 The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note, your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.]
London Life is now Canada Life, and Freedom 55 Financial is now a division of Canada Life. This change doesn’t affect contracts or policies you may have with London Life. Learn more at canadalife.com/onecompany or give me a call. All references to Freedom 55 Financial, London Life or in any communications, materials or forms (including any attachments to this email) refer to The Canada Life Assurance Company.
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Monday, November 24, 2025 4:37 PM
To: Jesse Tocchet <jesse@mccalmont-financial.com>
Subject: RE: Workspace Support C#23920288 - Product Illustration 
 
Good afternoon, Jesse
 
Sorry about the no call today, please provide me a time tomorrow and I will give a call back. Please also provide me with the best number to reach you at. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
From: Jesse Tocchet <Jesse@mccalmont-financial.com> 
Sent: November 24, 2025 10:49 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace Support C#23920288 - Product Illustration 
 
Hey Anitia, I’m available for a call today from 1: 00-3: 00pm. Thanks Get Outlook for iOS From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Thursday, November 20, 2025 4: 25: 57 PM To: Jesse Tocchet <jesse@ mccalmont-financial. com>
Hey Anitia,
 
I’m available for a call today from 1:00-3:00pm.
 
Thanks
 
Get Outlook for iOS
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Thursday, November 20, 2025 4:25:57 PM
To: Jesse Tocchet <jesse@mccalmont-financial.com>
Subject: Workspace Support C#23920288 - Product Illustration 
 
Good afternoon, Jesse
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
I'm glad I was able to assist you with resetting your password for your User ID (Product Illustration) and downloading the new version as the installed version of Product Illustration was out of date.
However, regarding the error message populating I suggest you contacting your RSA, Jade Su at jade.su@canadalife.com for further assistance. 
Please let me know if you need a call back still by providing a date and time to reach you at. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T20:59:24.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T20:16:23.000+0000,005OH00000BG5v4YAD,2025-11-25T19:14:50.000+0000,005OH00000BG5v4YAD,2025-12-13T02:01:52.000+0000,(647)668-3504,(416) 804-4171,jesse@mccalmont-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMq6FYAS,False,,23918863,003G0000018f73JIAQ,0010A000002wP6dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:52:57.000+0000,False,False,005OH000006owoYYAQ,2025-11-20T19:52:57.000+0000,005OH000006owoYYAQ,2025-11-20T19:52:57.000+0000,005OH000006owoYYAQ,2025-11-20T19:52:57.000+0000,(306)934-7060,(306) 717-1242,rachel@integratedfreedomsolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMrgbYAC,False,,23918162,0030A0000029jocQAA,0010A000002w7GBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect - banking information,Medium,"*11/20*
----------------

Donna Wong 

a2334

im working on an E application, on the payment page, the bank account number is invalid. 
sent banking format document 


*email*
----------------
Good afternoon Donna, 

Thank you for contacting the Workspace Support Team with your banking information inquiry. 

In a Simple Protect application and it’s telling my invalid banking information. Please see the attached document for the correct formatting.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Good afternoon Donna, 

Thank you for contacting the Workspace Support Team with your banking information inquiry. 

In a Simple Protect application and it’s telling my invalid banking information. We sent you the formatting document with the correct bank formatting, you were able to complete the payment information, please keep that document as a reference so you can avoid this issue in the future. If you have questions or concerns, please reply to this email.

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T19:53:52.000+0000,False,False,005OH000008919xYAA,2025-11-20T19:41:46.000+0000,005OH000008919xYAA,2025-11-20T19:53:52.000+0000,005OH000008919xYAA,2025-11-20T19:53:52.000+0000,(416)273-7813,,donna.wong@amiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMskjYAC,False,,23918284,0030A0000029aNAQAY,0010A000002vzXIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User ID Registration and Workspace MGA Registration,Medium,"User ID Registration and Workspace MGA Registration

Hi Carl, 

Kevin on the team was able to assist Anthony in getting his access restored yesterday. I’ll follow up with Stephen this morning. 

Thank you, 
Stephanie Soulodre (she/her)


Hi Stephanie, 

We can help reset Anthony and Stephen’s User ID passwords so that they can register to their Workspace account. To help you with this, we need to connect with them over the phone.  Please  ask them to call us at their convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist them.  Our team is available between the hours of 8am to 8pm EST, M-F.


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Thursday, December 4, 2025 7:02 AM
To: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Gornenski, Andrei <Andrei.Gornenski@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Action Required: Anthony Ciccone's MGA access to Workspace forget RepNet ID 42188 - C23918284

Hi Stephanie,

Please see below:
-Anthony: ACICCONE registered on July 24, 2024 and can proceed to registering for Workspace
-Stephen: SBICEGO registered on Nov 2, 2016 and can proceed to registering for Workspace

Thanks, 

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544 

Upcoming Absences: 

  
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Soulodre, Stephanie 
Sent: December-03-25 11:59
To: Distribution Methodology ; CL Workspace Support 
Cc: Bicego, Steven ; Ciccone, Anthony ; Gornenski, Andrei 
Subject: Action Required: Anthony Ciccone's MGA access to Workspace forget RepNet ID 42188 - C23918284

Hi Team, 

We need urgent assistance to finalize Workspace registration for Anthony Ciccone anthony@ciccone-mckay.com and Steven Bicego steven@ciccone-mckay.com. Both are unable to register and are not receiving password reset emails from Canada Life. They have a large case that must be submitted by Friday, so this is time-sensitive.

Action Required:

1.	Please confirm if Anthony and Steven already have user IDs.
a.	If yes, resend their user IDs to us and ensure they can complete registration.
2.	Confirm whether Steven, Sabrina, and Tore are properly registered for individual access.
3.	Investigate why password reset emails are not being received and resolve ASAP.

Additional Context, Steven mentioned:

“We’re having issues setting up Anthony’s portal. Our team has a large life insurance application that needs to be submitted by Friday, and we’ve been unable to reset the password, no reset emails are coming through.”

Please prioritize this request and advise on next steps. If Workspace access cannot be resolved in time, we may need to submit via paper application as a backup.

Thank you for your urgent attention to this matter.

Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491






We have emailed Anthony Ciccone their user ID.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589


Hi Anthony, 

Thank you for contacting Workspace Support.  

Once you registered to your User ID, please wait 48 business hours to start your Workspace MGA account registration. 

Don’t hesitate to send us an email if you need assistance during your Workspace MGA account registration or if you run into an issue. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: Wednesday, November 19, 2025 4:03 PM
To: Ciccone, Anthony <anthony@ciccone-mckay.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Bicego, Steven <steven@ciccone-mckay.com>; Hirji, Nevin <nevin.hirji@hubfinancial.com>
Subject: Anthony Ciccone's MGA access to Workspace forget RepNet ID 42188

Hi @Distribution Methodology,

Anthony Ciccone is trying to register his MGA HUB code for Workspace but cannot recall his user ID.

Could you please provide his user ID (and the associated email) by tomorrow morning? He needs this information to submit an application.

Once you have your user ID, @Ciccone, Anthony please contact our Service Desk at 1-800-475-7001 for help resetting your password and completing your Workspace registration. 

Step 2: Register for Workspace 
Once you have your User ID, you’ll need to register for Workspace: Click here to register for Workspace

Refer to the Getting Started in Workspace guide for step-by-step instructions. 

Need Help?
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace. 
•	Welcome to Workspace (MGA/National Accounts) Training video 

I’ve also attached a guide on getting started in Workspace.

Thank you, 
Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC V7X 1K8

If you are unable to reach me try:
Melinda Bascoguin
Regional Sales Associate, Insurance
Distribution Excellence
Melinda.Bascoguin@canadalife.com 
Ph: (604) 331-2465

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.


 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-20T19:43:57.000+0000,False,False,0055o000001zVCKAA2,2025-11-20T19:43:57.000+0000,0055o000001zVCKAA2,2025-12-05T17:42:43.000+0000,0055o000001zVCKAA2,2025-12-05T17:42:43.000+0000,(604)688-5262,(604) 307-5006,anthony@ciccone-mckay.com,(604)608-9230,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMtX8YAK,False,,23919127,003OH00000UsvHnYAJ,001OH00000bfm1yYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login - err w1284,Medium,"*11/20*
----------------

Serena Hak 

trying to get into WOrkspace, i change my password and it's still not letting me in 
h7840
w1284
got user to go to the register now screen and reenter their ID and password
they received the email and verified, logged in successfully

*email*
----------------

Good afternoon Serena,

Thank you for contacting the Workspace Support Team with your login inquiry.

You wanted to log into Workspace but received err w1284. We were able to guide you to the registration page to enter your Repnet ID and password again so you can trigger your verification email link again. You verified your email and then were able to successfully log in. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T21:44:40.000+0000,False,False,005OH000008919xYAA,2025-11-20T19:57:16.000+0000,005OH000008919xYAA,2025-11-20T21:44:40.000+0000,005OH000008919xYAA,2025-11-20T21:44:40.000+0000,(416)681-7171,,shak@ciprivatewealth.ca,(416)681-7170,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMwA1YAK,False,,23918630,0031600002ISxAiAAL,0010A000002wNN4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"Nicholas just sent a request to DM to create his activation code for an MGA workspace. advise to give it sometime which may take 3 to 5 business days.

===============

Hi Nicholas,

Thank you for contacting the workspace support about registering to workspace specific to your MGA/indirect access.

Please be informed that an activation code is needed for you to register to workspace and as confirmed you just sent the request today to distribution_methodology@canadalife.com for the activation code to be created. I understand that you have a deadline to met for this indirect workspace to be created however we basically need to wait for the team to respond to your request. You can also reach out to advise Canada if there is something that they can do to expediate this request.

Apologies for the inconvenience and thank you for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-20T19:57:45.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T19:49:20.000+0000,005OH00000BFPZHYA5,2025-11-20T21:28:18.000+0000,005OH00000BFPZHYA5,2025-11-20T21:28:18.000+0000,(613)267-3550,(613) 539-0465,nicholas@twealthsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMwV1YAK,False,,23919149,003G0000018f7nFIAQ,0010A000002wPtiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T19:57:41.000+0000,False,False,0055o000002KxaMAAS,2025-11-20T19:57:41.000+0000,0055o000002KxaMAAS,2025-11-20T19:57:41.000+0000,0055o000002KxaMAAS,2025-11-20T19:57:41.000+0000,(780)513-8323,,scott@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMx6CYAS,False,,23921642,0030A0000029pm3QAA,0010A000002wC9GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:39:48.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T20:39:48.000+0000,005OH000004Ir1xYAC,2025-11-20T20:39:48.000+0000,005OH000004Ir1xYAC,2025-11-20T20:39:48.000+0000,(403)714-7542,,smbaxter57@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMyGgYAK,False,,23919904,003OH00000JG6BRYA1,001OH00000NaM02YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:10:07.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T20:10:07.000+0000,005OH00000BfonJYAR,2025-11-20T20:10:08.000+0000,005OH00000BfonJYAR,2025-11-20T20:10:08.000+0000,(604)685-3264,(236) 991-2765,matthewto89@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMyYRYA0,False,,23920110,0031600002C6Wn4AAF,0010A000002wN7RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:13:29.000+0000,False,False,0055o000002KxaMAAS,2025-11-20T20:13:29.000+0000,0055o000002KxaMAAS,2025-11-20T20:13:30.000+0000,0055o000002KxaMAAS,2025-11-20T20:13:30.000+0000,(780)965-5872,,kaymen.huang@planstarfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gMya7YAC,False,,23922261,003G000001D2AQ5IAN,0010A000002wQ01QAE,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 20 2025

Good day, 

Kindly note that I explained this matter to Yolanda Lacey. 

I would like to inform you that the codes provided are no longer active. Also, please note that our team can only generate up-to-date client listings, as all historical data is archived away.

If you would like any further assistance on terminated codes, kindly reach out to canadalife.contracts&licensing@canadalife.com.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
    
Wilfredy
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

 

From: Catherine McDermott <catherine.mcdermott@navacord.com> 
Sent: November 12, 2025 11:08 AM
To: BusinessReporting <BusinessReporting@canadalife.com>; Erin Gunn <erin.gunn@navacord.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: : Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 - 23691804

Yes, Please send AUM report for Segregated business at Canada Life to Erin Gunn at erin. gunn@ navacord. com and she can confirm that I am the third party user for this block of business, see advisor codes below. Thank you Catherine Catherine McDermott
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Yes,
Please send AUM report for Segregated business at Canada Life to Erin Gunn at erin.gunn@navacord.com and she can confirm that I am the third party user for this block of business, see advisor codes below.
Thank you
Catherine 

 
Catherine McDermott
 
Client Service Representative, Group Retirement 
Navacord Benefits Consulting & Financial Services, British Columbia 
 
Waypoint Benefits & Financial Services Inc 
 
   
   
   	819-360-4022
604-742-4023
catherine.mcdermott@navacord.com
  
  	waypoint.ca
2700   733 Seymour St, Vancouver, BC, V6B 0S6
  
  
 	 

🍁 Proudly Serving Local Canadian Communities and Businesses 

The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer. 

 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 11, 2025 2:33 PM
To: Catherine McDermott <catherine.mcdermott@navacord.com>
Subject: RE: : Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 - 23691804

	You don't often get email from businessreporting@canadalife.com. Learn why this is important 

Good Day Catherine, 

I understand you would like to have a Client List for the codes you provided. Kindly note that our team was not able to validate your Third-Party Access those codes. Our team would require Canada Life Compensation Codes of the advisor for validation.
Kindly send us a valid Canada Life Comp code to ensure your access to the user – see list below 

In the case that you do not have delegation to the codes, the advisor should fill up a Third-Party Access (TPA) form for us to ensure you have access to their information.

Kindly have the advisor reach out to Distribution_Methodology@canadalife.com to make a third-party access request.

Please note your email is not in our files. kindly contact canadalife.contracts&licensing@canadalife.com to update it as well and proceed with the request.

Another alternative is that I can send the advisor their own report. We can validate their access and send them the report directly.

I thank you for your understanding. If you have any questions, do not hesitate to call us.

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Catherine McDermott <catherine.mcdermott@navacord.com> 
Sent: November 5, 2025 2:54 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] : Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 

Please send me 4th Quarter 2025- August, September, October results for Canada Life Seg Fund block , old codes , New GC178 GC178 GC251 GC251 GC251 GC251 GC251 GC251 GC251 W3179 W3179 Contact me at 604-742-4023 or catherine. mcdermott@ navacord. com

Please send me 4th Quarter 2025- August, September, October results for Canada Life Seg Fund block , old codes , New 
GC178
GC178
GC251
GC251
GC251
GC251
GC251
GC251
GC251
W3179
W3179
Contact me at 604-742-4023 or catherine.mcdermott@navacord.com if any questions. 
Thank you
Catherine McDermott
Client Service Representative, Group Retirement 
Navacord Benefits Consulting & Financial Services, British Columbia 
Waypoint Benefits & Financial Services Inc 
 
 
 	819-360-4022
604-742-4023
catherine.mcdermott@navacord.com
 
 	waypoint.ca
2700   733 Seymour St, Vancouver, BC, V6B 0S6


 	 

🍁 Proudly Serving Local Canadian Communities and Businesses 

The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer. 

From: Ferguson, Lorraine 
Sent: June 3, 2025 12:42 PM
To: Catherine McDermott
Subject: RE: Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 
Caution:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Hi Catherine
I’ve sent your request to our Reports team.
You can reach out to them at WealthReportingSupport@canadalife.com
Thank you 
Lorraine 
From: Catherine McDermott <catherine.mcdermott@waypoint.ca> 
Sent: June 3, 2025 3:16 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] FW: Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 
Lorraine , Are you able to go in and get updated amounts, I can see some advisor codes are missing and resend to me. Thank you Catherine McDermott Client Service Representative, Group Retirement D: M: 604-742-4023 819-360-4022 waypoint. ca 🍁
Lorraine , 
Are you able to go in and get updated amounts, I can see some advisor codes are missing and resend to me. 
Thank you 
Catherine McDermott

Client Service Representative, Group Retirement
D:
M:
	604-742-4023

819-360-4022



waypoint.ca




 


🍁 Proudly Serving Canadian Communities and Businesses!
The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.




From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: May 15, 2025 1:15 PM
To: Catherine McDermott <catherine.mcdermott@waypoint.ca>
Subject: RE: Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 
Caution:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Hi Catherine
Book of business as of 31APR2025
Thanks
Lorraine 
From: Catherine McDermott <catherine.mcdermott@waypoint.ca> 
Sent: May 15, 2025 2:00 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 
Lorraine I was off work , however back and would like to request 2nd quarter AUM reports for Feb, March, April 30, 2025 Thank you Catherine McDermott Client Service Representative, Group Retirement D: M: 604-742-4023 819-360-4022 waypoint. ca
Lorraine
I was off work , however back and would like to request 2nd quarter AUM reports for Feb, March, April 30, 2025
Thank you 
Catherine McDermott

Client Service Representative, Group Retirement
D:
M:
	604-742-4023

819-360-4022



waypoint.ca




 


🍁 Proudly Serving Canadian Communities and Businesses!
The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.




From: Catherine McDermott 
Sent: February 7, 2025 2:06 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Thank you!
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: February 7, 2025 11:40 AM
To: Catherine McDermott <catherine.mcdermott@waypoint.ca>
Subject: RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Caution:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Hi Catherine
See attached B101B book of business
From: Catherine McDermott <catherine.mcdermott@waypoint.ca> 
Sent: February 3, 2025 6:55 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Please send 1st Quarter AUM for Canada Life seg funds, November, December, 2024 and January , 205 Thank you Catherine McDermott Client Service Representative, Group Retirement D: M: 604-742-4023 819-360-4022 waypoint. ca The information contained
Please send 1st Quarter AUM for Canada Life seg funds, November, December, 2024 and January , 205
Thank you 
Catherine McDermott


Client Service Representative, Group Retirement
D:
M:
	604-742-4023

819-360-4022



waypoint.ca




 


The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.




From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: November 19, 2024 2:30 PM
To: Catherine McDermott <catherine.mcdermott@waypoint.ca>
Subject: RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Caution:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
You’re welcome Catherine 😊
From: Catherine McDermott <catherine.mcdermott@waypoint.ca> 
Sent: November 19, 2024 5:17 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Thank you Lorraine , appreciate it Catherine McDermott Client Service Representative, Group Retirement D: 604-742-4023 M: 819-360-4022 The information contained in this message, including any attachments is intended for the sole use of the
Thank you Lorraine , appreciate it 
Catherine McDermott


Client Service Representative, Group Retirement
D:		604-742-4023


M:	819-360-4022


	





 


The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.




From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: November 19, 2024 2:13 PM
To: Catherine McDermott <catherine.mcdermott@waypoint.ca>
Subject: RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Caution:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Hi Catherine
Please find attached the book of business up to October 2024.
Thank you 
Lorraine
From: Catherine McDermott <catherine.mcdermott@waypoint.ca> 
Sent: November 17, 2024 12:16 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Lorraine Please send me 4th Quarter AUM results for Dehoney Financial Group Ltd for August, September, October, 2024 Thank you Catherine McDermott Client Service Representative, Group Retirement D: 604-742-4023 M: 819-360-4022 The information
Lorraine
Please send me 4th Quarter AUM results for Dehoney Financial Group Ltd for August, September, October, 2024
Thank you 
Catherine McDermott


Client Service Representative, Group Retirement
D:		604-742-4023


M:	819-360-4022


	





 


The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.




From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: August 23, 2024 10:53 AM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: RE: Canada Life AUM 3rd Quarter 2024 -Advisor 16657 + James Dehoney May , June , July, 2024
Thank you Lorraine 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Friday, August 23, 2024 8:38 AM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 3rd Quarter 2024 -Advisor 16657 + James Dehoney May , June , July, 2024
---This Email was sent to DFG from an external source---
Hi Catherine
Please find attached the B101B Book of Business for month ending Jly 31, 2024 for advisor 16657 Mames Dehoney.
Thanks
Lorraine 
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: August 22, 2024 4:14 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 3rd Quarter 2024 -Advisor 16657 + James Dehoney May , June , July, 2024
Lorraine Please send AUM for 3rd Quarter for our block of business #16657, thank you Catherine From: Ferguson, Lorraine Sent: Monday, May 6, 2024 9: 04 AM To: Catherine McDermott 
Lorraine
Please send AUM for 3rd Quarter for our block of business #16657, thank you 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Monday, May 6, 2024 9:04 AM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
You’re welcome Catherine 😊
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: May 6, 2024 12:03 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
                                                                                                                                                                                                                                               
Thank you Lorraine 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Monday, May 6, 2024 8:54 AM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
Hi Catherine
Please find attached the B101B book of business for James Dehoney 
Thank you 
Lorraine 
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: May 2, 2024 7:17 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
                                                                                                                                                                                                                                               
Lorraine
Please send 2nd quarter reporting AUM for advisor # 16657, + once available 
Thank you 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Monday, March 4, 2024 4:14 PM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
I’ll look into this further in the morning to see what I can find.. 
Have a good night Catherine
Lorraine
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: March 4, 2024 7:12 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
                                                                                                                                                                                                                                               
It all started when James Dehoney passed away Dec 7, 2022, entire block was supposed to be moved to Erin Gunn, or Dehoney Financial Group Corporate account, so I am sure that we are missing assets. 
These are very old codes that James Dehoney had, all of the transfer forms were apparently submitted but since 2023, these reports are not accurate
Are you able to look into this further, do you have any other codes for Erin Gunn (our President and who took over all of these cases) 
Thank you 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Monday, March 4, 2024 4:01 PM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
Did some of his clients transfer out or the policy depleted?
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: March 4, 2024 6:50 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
                                                                                                                                                                                                                                               
Thank you Lorraine 
Very strange because last quarter was much higher. 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Monday, March 4, 2024 3:43 PM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
Hi Catherine
I ran it again and I ran a different one that is called Book of business by advisor Mixed Line of Business B101P they both come up with the same total.
Thanks
Lorraine 
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: March 4, 2024 5:34 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] FW: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
                                                                                                                                                                                                                                               
Are you able to rerun the report, seems very low? Thank you 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Wednesday, February 14, 2024 2:51 PM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
Hi Catherine
Please find attached the book of business ending January 2024
Thank you 
Please feel free to contact me at 548-485-5010, email or by Teams chat.
Lorraine Ferguson she/her
Team Coordinator
Wealth Operations / Individual Customer / Retirement Income / T424 (4B)
Phone: 548-485-5010
Fax: 1-866-275-8080
Looking for quick access to info about your investments, savings and insurance products?
Register for My Canada LifeTM today to find everything in one convenient place
https://www.canadalife.com/gopaperless1
 
Welcome to the new Canada Life
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: February 14, 2024 3:42 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
                                                                                                                                                                                                                                               
Lorraine
Hope you are well. Please send me 1st Quarter AUM numbers for #16657 + other codes , November, December, January, 2024
Thank you 
Catherine McDermott 
Administrative Assistant/ Retirement & Investment Services
Dehoney Financial Group | Navacord

D 604.742.4023 Cell 819-360-4022 
F 604.688.3515
T 1.888.684.2300 ext 4023
dehoney.com 
Follow us on LinkedIn for the latest news and updates.
 
This message is intended only for the persons to whom it is addressed. It may contain information that is privileged and confidential. If you are not the intended recipient, please contact the sender immediately and delete the email without reading it or making a copy. Precautions have been taken to screen this email for viruses, but it may not be virus free. We are not responsible for any damage that may be caused by this email. Email transmission cannot be guaranteed to be secure or error-free.
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Thursday, November 23, 2023 6:21 AM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: FW: AUM 4th Quarter 2023 -Advisor 16657 + James Dehoney -August , September , October, 2023 
---This Email was sent to DFG from an external source---
Katherine
I ran another report and it’s the same result… no matter how many times I run it will always have the same results.
Thank you
Lorraine 
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: November 22, 2023 6:50 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] AUM 4th Quarter 2023 -Advisor 16657 + James Dehoney -August , September , October, 2023 
                                                                                                                                                                                                                                               
Lorraine
Are you able to rerun the report to see if any other agent codes appear for 4th Quarter, August, September, October, 2023
Thank you
Catherine McDermott 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Tuesday, November 14, 2023 11:06 AM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: AUM 4th Quarter 2023 -Advisor 16657 + James Dehoney -August , September , October, 2023 
---This Email was sent to DFG from an external source---
Hi Catherine
the attached spreadsheet tis what comes up for the advisor codes provided 
Thanks
Lorraine 
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: November 14, 2023 1:27 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] AUM 4th Quarter 2023 -Advisor 16657 + James Dehoney -August , September , October, 2023 
                                                                                                                                                                                                                                               
Lorraine
We are having our Year-end meeting early, Thursday November 16 ,2023, so can you please re-run the Canada Life Seg Fund reports for all codes, add D6836, 619700, 604506 W3179 , 16657 and send to me at your earliest convenience",True,2025-11-20T20:50:35.000+0000,False,False,005OH000002iN7rYAE,2025-11-20T20:50:35.000+0000,005OH000002iN7rYAE,2025-11-20T20:50:35.000+0000,005OH000002iN7rYAE,2025-11-20T20:50:35.000+0000,(613) 829-8855 x 205,,catherine.mcdermott@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gN0bxYAC,False,,23921663,003G0000018f6QWIAY,0010A000002wOMsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:40:00.000+0000,False,False,005OH000006owoYYAQ,2025-11-20T20:40:00.000+0000,005OH000006owoYYAQ,2025-11-20T20:40:00.000+0000,005OH000006owoYYAQ,2025-11-20T20:40:00.000+0000,(306)775-3333,(306) 537-9713,ron@wascanafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gN1EgYAK,False,,23923198,0035o0000063YGPAA2,0015o000006c9UMAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:08:42.000+0000,False,False,005OH000005URvxYAG,2025-11-20T21:08:42.000+0000,005OH000005URvxYAG,2025-11-20T21:08:43.000+0000,005OH000005URvxYAG,2025-11-20T21:08:43.000+0000,(587)983-1030,,arjun@askfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gN1RUYA0,False,,23921283,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:33:33.000+0000,False,False,005OH000007fgYjYAI,2025-11-20T20:33:33.000+0000,005OH000007fgYjYAI,2025-11-20T20:33:34.000+0000,005OH000007fgYjYAI,2025-11-20T20:33:34.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gN4cEYAS,False,,23919669,003G0000018f7C4IAI,0010A000002wPG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor locked out of account we did remote session and reset password.KB0017399  
****
Hi        , thank you for contacting the workspace support today.
To recap our call,



We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-20T20:19:27.000+0000,False,False,005OH00000BFQFCYA5,2025-11-20T20:06:05.000+0000,005OH00000BFQFCYA5,2025-11-20T20:19:27.000+0000,005OH00000BFQFCYA5,2025-11-20T20:19:27.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gN5ABYA0,False,,23921922,0030A0000029f1EQAQ,0010A000002w3FJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:44:55.000+0000,False,False,005OH000005URvxYAG,2025-11-20T20:44:55.000+0000,005OH000005URvxYAG,2025-11-20T20:44:55.000+0000,005OH000005URvxYAG,2025-11-20T20:44:55.000+0000,(780)487-7144,,trapprh@telusplanet.net,(780)484-7155,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gN5ZyYAK,False,,23921234,0030A0000029f1KQAQ,0010A000002w3FPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:32:56.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T20:32:56.000+0000,005OH00000BfonJYAR,2025-11-20T20:32:56.000+0000,005OH00000BfonJYAR,2025-11-20T20:32:56.000+0000,(604)602-1809,(778) 836-3336,kendyracfp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gN6SoYAK,False,,23922643,0030A000004VV8RQAW,0010A000005HhGBQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:58:02.000+0000,False,False,0055o000002KxaMAAS,2025-11-20T20:58:02.000+0000,0055o000002KxaMAAS,2025-11-20T20:58:02.000+0000,0055o000002KxaMAAS,2025-11-20T20:58:02.000+0000,(403)606-2105,,rob.gillings@navwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gN6pLYAS,False,,23920189,0030A0000029g8TQAQ,0010A000002w4CPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:14:45.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T20:14:45.000+0000,005OH00000BfonJYAR,2025-11-20T20:14:46.000+0000,005OH00000BfonJYAR,2025-11-20T20:14:46.000+0000,(604)729-7934,,info@suzannejacobfinancial.ca,(604)270-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gN7tSYAS,False,,23920177,0031600002LjcooAAB,0015o000005blguAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:14:32.000+0000,False,False,005OH000006owoYYAQ,2025-11-20T20:14:32.000+0000,005OH000006owoYYAQ,2025-11-20T20:14:32.000+0000,005OH000006owoYYAQ,2025-11-20T20:14:32.000+0000,(306)934-6011,,bhayes@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gN7wjYAC,False,,23920704,0030A0000029ZakQAE,0010A000002vyprQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:23:28.000+0000,False,False,005OH000007fgYjYAI,2025-11-20T20:23:28.000+0000,005OH000007fgYjYAI,2025-11-20T20:23:28.000+0000,005OH000007fgYjYAI,2025-11-20T20:23:28.000+0000,(450)405-3006,,ginodesjardins@gdservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNAcrYAG,False,,23922546,003OH00000AwSscYAF,001OH00000DCnzzYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:56:12.000+0000,False,False,005OH000005URvxYAG,2025-11-20T20:56:12.000+0000,005OH000005URvxYAG,2025-11-20T20:56:13.000+0000,005OH000005URvxYAG,2025-11-20T20:56:13.000+0000,(780)716-2938,,wangcg519@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNAeQYAW,False,,23920474,0030A0000029a4vQAA,0010A000002vzIbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:19:30.000+0000,False,False,0050A000001o2WeQAI,2025-11-20T20:19:30.000+0000,0050A000001o2WeQAI,2025-11-20T20:19:31.000+0000,0050A000001o2WeQAI,2025-11-20T20:19:31.000+0000,(902)222-1017,,jim@lifequestfinancial.ca,(902)422-0204,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNAeSYAW,False,,23921897,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre issue,Medium,"advisor is unable to load investment centre. Assist Jen created a ticket INC1864876

====================

Hi Jonathan,

Thank you for contacting the workspace support about the investment Centre not loading.

This is to reiterate that we are experiencing an issue as of this time with investment centre and is currently under investigation. I will be happy to provide you an update once the is worked on.

Appreciate your time and understanding on this matter. Thank you!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-20T20:53:33.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T20:44:23.000+0000,005OH00000BFPZHYA5,2025-11-20T21:11:28.000+0000,005OH00000BFPZHYA5,2025-12-13T02:02:05.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNByhYAG,False,,23921127,0030A0000029ZdyQAE,0010A000002vysqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:30:58.000+0000,False,False,0055o000002KxmIAAS,2025-11-20T20:30:58.000+0000,0055o000002KxmIAAS,2025-11-20T20:30:59.000+0000,0055o000002KxmIAAS,2025-11-20T20:30:59.000+0000,(519)669-1631,,robert.mcdaniel@pib.com,(519)669-1923,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNC3WYAW,False,,23920444,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:18:53.000+0000,False,False,005OH000005URvxYAG,2025-11-20T20:18:53.000+0000,005OH000005URvxYAG,2025-11-20T20:18:53.000+0000,005OH000005URvxYAG,2025-11-20T20:18:53.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNCpuYAG,False,,23920364,0030A0000029jIwQAI,0010A000002w6qNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:17:39.000+0000,False,False,005OH000005URvxYAG,2025-11-20T20:17:39.000+0000,005OH000005URvxYAG,2025-11-20T20:17:40.000+0000,005OH000005URvxYAG,2025-11-20T20:17:40.000+0000,(780)722-8482,,craig.anheliger@awme.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNDUDYA4,False,,23920300,0030A0000029aaZQAQ,0010A000002vzhTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:16:38.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T20:16:38.000+0000,005OH00000BfjndYAB,2025-11-20T20:16:38.000+0000,005OH00000BfjndYAB,2025-11-20T20:16:38.000+0000,(877)344-4011X4,,simon@lifeinsurancecanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNDysYAG,False,,23921098,003OH00000PPS1GYAX,001OH00000UuC0vYAF,,,,,,,012OH000000ijW5YAI,Open,,Email,,MGA Workspace Registration,Medium,"***2025/11/20***
 
 
==================================================================================
 User needs assistance with setting up MGA workspace 
==================================================================================
 
***Email Chain***
 Hi Yuen Yuen,

Thank you for contacting Canada Life Workspace Support. Looks likes the error 1-1EZ7SLF (which means invalid User ID and Password) that you are receiving is regarding Workspace Registration. I would love to be able to walk you through the Workspace Registration process if you have the time. I am available today until 4pm (EST), or we can find some time tomorrow (November 21st), and I can call you to setup Workspace. Please reply to this email with a time either (EST or PST) and a phone number to reach you at.  

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

T.J. Z.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Wednesday, November 19, 2025 9:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Chang, Yuen Yuen <yuenyuen@star8wealth.com>
Subject: RE: Register for access to Canada Life Workspace - MGA

Hi Yuen Yuen.

I am including @CL Workspace Support in this email to assist you in registering for Workspace.

@CL Workspace Support – please assist Yuen Yuen Chang with registering for Workspace.  They registered their user ID on October 27, 2025 and they are having issues registering for Workspace.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Yuen Yuen CHANG <yuenyuen@star8wealth.com> 
Sent: November 17, 2025 2:38 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Chung, Vanessa <MeiYu.Chung@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace - MGA
Importance: High

Hello, I’ve tried to register my MGA workspace. Using the user ID in your below email i. e. YUENYUEN (despite the fact that when I registered on 27OCT25 I submitted ID as YUENYUENCHANG Have tried both versions of user ID with the correct password
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

I’ve tried to register my MGA workspace. 
Using the user ID in your below email i.e. YUENYUEN (despite the fact that when I registered on 27OCT25  I submitted ID as YUENYUENCHANG  Have tried both versions of user ID with the correct password but same error  message below despite a few attempts, password is correct, user ID as per your email. Please investigate with the below error code ERR-W1507.   Need to urgently register for access to Canada Life Workspace – MGA . Thanks  

 

Yuen Yuen Chang, BA, Licence ès lettres, CAIB, CLU, CH.FC 
Canada Life
#2000 – 4515 Central Boulevard
Metrotower 3
Burnaby, BC  V5H 0C6
(604) 438-1232 Ext. 6230
Old Email - yuenyuen.chang@londonlife.com
New Email - yuenyuen@star8wealth.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 7, 2025 2:39 PM
To: Yuen Yuen CHANG <yuenyuen@star8wealth.com>
Cc: Chung, Vanessa <MeiYu.Chung@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace - MGA

You created your user ID YUENYUEN on October 27, 2025.  You can proceed to register for Workspace under the MGA channel.

Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.




Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Yuen Yuen CHANG <yuenyuen@star8wealth.com> 
Sent: November 3, 2025 4:58 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Chung, Vanessa <MeiYu.Chung@canadalife.com>
Subject: [EXT] Register for access to Canada Life Workspace - MGA

Hello, I had already registered for a User ID on Mon. Oct 27, 2025 but still haven’t received the ID in question (now that more than 2 days (in fact 7 days) have passed) to allow me to finish the whole CL WS MGA registration. Thanks STEP

Hello,

I had already registered for a User ID on Mon.Oct 27, 2025 but still  haven’t received the ID in question (now that more than 2 days (in fact 7 days) have passed) to allow me to finish the whole CL WS   MGA registration.  Thanks

STEP 1: Register for a User ID (formerly RepNet ID) 
•	Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Grant third-party access to your support team (optional)
•	To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form. This form can also be downloaded from Workspace.
•	Once authorized, delegates will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your advisor code(s).
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.


Yuen Yuen Chang, BA, Licence ès lettres, CAIB, CLU, CH.FC 
Canada Life
#2000 – 4515 Central Boulevard
Metrotower 3
Burnaby, BC  V5H 0C6
(604) 438-1232 Ext. 6230
Old Email - yuenyuen.chang@londonlife.com
New Email - yuenyuen@star8wealth.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",False,,False,False,005OH00000BFPZIYA5,2025-11-20T20:30:30.000+0000,005OH00000BFPZIYA5,2025-11-21T15:30:29.000+0000,005OH00000BFPZIYA5,2025-11-21T15:30:29.000+0000,(604)438-1232XExt6230,,yuenyuen.chang@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNEYLYA4,False,,23920389,003OH00000T5JJ6YAN,001OH00000ZPgvxYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration process,Medium,"Bonjour Mihai, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’Espace affaires.

Pour récapituler ce que nous avons fait : nous avons réinitialisé votre mot de passe sur Réseaurep et complété votre inscription sur l’Espace affaires.  

Malheureusement, puisque vous n’avez pas reçu le courriel de vérification d’identité et vous n’aviez pas assez de temps (réunion), on n’a pas pu accéder et authentifier votre compte. 

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T20:56:33.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T20:17:59.000+0000,005OH00000AbCcLYAV,2025-11-20T20:56:33.000+0000,005OH00000AbCcLYAV,2025-11-20T20:56:33.000+0000,(450)973-8222,,mihai@gestionlv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNEwbYAG,False,,23921640,003G000001B4XzuIAF,0010A000002wQI8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:39:44.000+0000,False,False,0055o000002KxaMAAS,2025-11-20T20:39:44.000+0000,0055o000002KxaMAAS,2025-11-20T20:39:45.000+0000,0055o000002KxaMAAS,2025-11-20T20:39:45.000+0000,(780)465-5201,(780) 499-5705,margaret@fdgteam.com,(780)469-6089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNFqzYAG,False,,23920492,0030A0000029al8QAA,0010A000002vzpNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:19:50.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T20:19:50.000+0000,005OH00000BfjndYAB,2025-11-20T20:19:50.000+0000,005OH00000BfjndYAB,2025-11-20T20:19:50.000+0000,(250)439-7259,,tmparker@telus.net,(250)344-3643,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNGTnYAO,False,,23922487,003OH000001XsncYAC,0010A000002wQ1CQAU,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 20 2025 

(Duplicate request)
Hi there Wilfredy – I am just following up regarding a request for a report for AUM for Waypoint from Catherine McDermott.  Please advise why she was able to get this reporting in 2024 and the beginning of 2025 and now she is not.  Nothing has changed for her regarding her access.  Please provide what is requested by the firm.

Thank you,

Yolanda


Yolanda Lacey
Business Development Consultant| BC Region
yolanda.lacey@advicecanada.com | 604-331-2494

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Erin Gunn <erin.gunn@navacord.com> 
Sent: November 12, 2025 1:15 PM
To: Latham, Ashley (she/her) <Ashley.Latham@advicecanada.com>; Lacey, Yolanda <Yolanda.Lacey@advicecanada.com>
Cc: Catherine McDermott <catherine.mcdermott@navacord.com>; Nicole Morton <nicole.morton@navacord.com>; Olga Levanovych <olga.levanovych@navacord.com>
Subject: [EXT] FW: : Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 - 23691804 - URGENT

Ashley and Yolanda, Can you please advise below – I am not sure of the disconnect as I thought we have updated all contracting and codes. We have approximately $365K of seg fund business that doesn’t seem to be connected with our new contracts/access. 
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Ashley and Yolanda,
Can you please advise below – I am not sure of the disconnect as I thought we have updated all contracting and codes. We have approximately $365K of seg fund business that doesn’t seem to be connected with our new contracts/access.

As per below, Catherine received a report in July 2025 still showing Dehoney Financial Group- how is that possible? Is anything still showing James Dehoney as that was all updated as well.

Can you please provide the fulsome listing of all of our active, new codes, and ensure that all of the codes below have been accounted for. As per Catherine’s request, we need access to this data and appropriate reporting. I also appreciate Workspace is changing and our team needs proper training go forward on how to access any of our relevant client data.



GC178
GC178
GC251
GC251
GC251
GC251
GC251
GC251
GC251
W3179
W3179

Please advise.
Thanks,
Erin


 
Erin Gunn, B.Comm, CHS, GBA
 
President 
Navacord Benefits Consulting & Financial Services, British Columbia 
 
Waypoint Benefits & Financial Services Inc 
 
   
   
   
778-227-4875
604-742-4020
erin.gunn@navacord.com
  
  
waypoint.ca
2700   733 Seymour St, Vancouver, BC, V6B 0S6
  
  
 
 


🍁 Proudly Serving Local Canadian Communities and Businesses 

The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer. 

 
From: Catherine McDermott <catherine.mcdermott@navacord.com> 
Sent: November 12, 2025 8:08 AM
To: BusinessReporting <BusinessReporting@canadalife.com>; Erin Gunn <erin.gunn@navacord.com>
Cc: distribution_methodology@canadalife.com
Subject: RE: : Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 - 23691804

Yes,
Please send AUM report for Segregated business at Canada Life to Erin Gunn at erin.gunn@navacord.com and she can confirm that I am the third party user for this block of business, see advisor codes below.
Thank you
Catherine 

 
Catherine McDermott
 
Client Service Representative, Group Retirement 
Navacord Benefits Consulting & Financial Services, British Columbia 
 
Waypoint Benefits & Financial Services Inc 
 
   
   
   
819-360-4022
604-742-4023
catherine.mcdermott@navacord.com
  
  
waypoint.ca
2700   733 Seymour St, Vancouver, BC, V6B 0S6
  
  
 
 


🍁 Proudly Serving Local Canadian Communities and Businesses 

The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer. 

 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 11, 2025 2:33 PM
To: Catherine McDermott <catherine.mcdermott@navacord.com>
Subject: RE: : Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 - 23691804

	You don't often get email from businessreporting@canadalife.com. Learn why this is important 

Good Day Catherine, 

I understand you would like to have a Client List for the codes you provided. Kindly note that our team was not able to validate your Third-Party Access those codes. Our team would require Canada Life Compensation Codes of the advisor for validation.
Kindly send us a valid Canada Life Comp code to ensure your access to the user – see list below 

In the case that you do not have delegation to the codes, the advisor should fill up a Third-Party Access (TPA) form for us to ensure you have access to their information.

Kindly have the advisor reach out to Distribution_Methodology@canadalife.com to make a third-party access request.

Please note your email is not in our files. kindly contact canadalife.contracts&licensing@canadalife.com to update it as well and proceed with the request.

Another alternative is that I can send the advisor their own report. We can validate their access and send them the report directly.

I thank you for your understanding. If you have any questions, do not hesitate to call us.

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Catherine McDermott <catherine.mcdermott@navacord.com> 
Sent: November 5, 2025 2:54 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] : Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 

Please send me 4th Quarter 2025- August, September, October results for Canada Life Seg Fund block , old codes , New GC178 GC178 GC251 GC251 GC251 GC251 GC251 GC251 GC251 W3179 W3179 Contact me at 604-742-4023 or catherine. mcdermott@ navacord. com

Please send me 4th Quarter 2025- August, September, October results for Canada Life Seg Fund block , old codes , New 
GC178
GC178
GC251
GC251
GC251
GC251
GC251
GC251
GC251
W3179
W3179
Contact me at 604-742-4023 or catherine.mcdermott@navacord.com if any questions. 
Thank you
Catherine McDermott
Client Service Representative, Group Retirement 
Navacord Benefits Consulting & Financial Services, British Columbia 
Waypoint Benefits & Financial Services Inc 
 
 
 
819-360-4022
604-742-4023
catherine.mcdermott@navacord.com
 
 
waypoint.ca
2700   733 Seymour St, Vancouver, BC, V6B 0S6


 
 


🍁 Proudly Serving Local Canadian Communities and Businesses 

The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer. 

From: Ferguson, Lorraine 
Sent: June 3, 2025 12:42 PM
To: Catherine McDermott
Subject: RE: Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 
Caution:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Hi Catherine
I’ve sent your request to our Reports team.
You can reach out to them at WealthReportingSupport@canadalife.com
Thank you 
Lorraine 
From: Catherine McDermott <catherine.mcdermott@waypoint.ca> 
Sent: June 3, 2025 3:16 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] FW: Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 
Lorraine , Are you able to go in and get updated amounts, I can see some advisor codes are missing and resend to me. Thank you Catherine McDermott Client Service Representative, Group Retirement D: M: 604-742-4023 819-360-4022 waypoint. ca 🍁
Lorraine , 
Are you able to go in and get updated amounts, I can see some advisor codes are missing and resend to me. 
Thank you 
Catherine McDermott

Client Service Representative, Group Retirement
D:
M:
	604-742-4023

819-360-4022



waypoint.ca




 


🍁 Proudly Serving Canadian Communities and Businesses!
The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.




From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: May 15, 2025 1:15 PM
To: Catherine McDermott <catherine.mcdermott@waypoint.ca>
Subject: RE: Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 
Caution:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Hi Catherine
Book of business as of 31APR2025
Thanks
Lorraine 
From: Catherine McDermott <catherine.mcdermott@waypoint.ca> 
Sent: May 15, 2025 2:00 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 4th Quarter 2025-Advisor 16657 + James Dehoney Feb, March, April ,2025 
Lorraine I was off work , however back and would like to request 2nd quarter AUM reports for Feb, March, April 30, 2025 Thank you Catherine McDermott Client Service Representative, Group Retirement D: M: 604-742-4023 819-360-4022 waypoint. ca
Lorraine
I was off work , however back and would like to request 2nd quarter AUM reports for Feb, March, April 30, 2025
Thank you 
Catherine McDermott

Client Service Representative, Group Retirement
D:
M:
	604-742-4023

819-360-4022



waypoint.ca




 


🍁 Proudly Serving Canadian Communities and Businesses!
The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.




From: Catherine McDermott 
Sent: February 7, 2025 2:06 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Thank you!
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: February 7, 2025 11:40 AM
To: Catherine McDermott <catherine.mcdermott@waypoint.ca>
Subject: RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Caution:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Hi Catherine
See attached B101B book of business
From: Catherine McDermott <catherine.mcdermott@waypoint.ca> 
Sent: February 3, 2025 6:55 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Please send 1st Quarter AUM for Canada Life seg funds, November, December, 2024 and January , 205 Thank you Catherine McDermott Client Service Representative, Group Retirement D: M: 604-742-4023 819-360-4022 waypoint. ca The information contained
Please send 1st Quarter AUM for Canada Life seg funds, November, December, 2024 and January , 205
Thank you 
Catherine McDermott


Client Service Representative, Group Retirement
D:
M:
	604-742-4023

819-360-4022



waypoint.ca




 


The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.




From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: November 19, 2024 2:30 PM
To: Catherine McDermott <catherine.mcdermott@waypoint.ca>
Subject: RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Caution:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
You’re welcome Catherine 😊
From: Catherine McDermott <catherine.mcdermott@waypoint.ca> 
Sent: November 19, 2024 5:17 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Thank you Lorraine , appreciate it Catherine McDermott Client Service Representative, Group Retirement D: 604-742-4023 M: 819-360-4022 The information contained in this message, including any attachments is intended for the sole use of the
Thank you Lorraine , appreciate it 
Catherine McDermott


Client Service Representative, Group Retirement
D:		604-742-4023


M:	819-360-4022


	





 



The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.




From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: November 19, 2024 2:13 PM
To: Catherine McDermott <catherine.mcdermott@waypoint.ca>
Subject: RE: Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Caution:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Hi Catherine
Please find attached the book of business up to October 2024.
Thank you 
Lorraine
From: Catherine McDermott <catherine.mcdermott@waypoint.ca> 
Sent: November 17, 2024 12:16 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] Canada Life AUM 4th Quarter 2024 -Advisor 16657 + James Dehoney August, September, October , 2024
Lorraine Please send me 4th Quarter AUM results for Dehoney Financial Group Ltd for August, September, October, 2024 Thank you Catherine McDermott Client Service Representative, Group Retirement D: 604-742-4023 M: 819-360-4022 The information
Lorraine
Please send me 4th Quarter AUM results for Dehoney Financial Group Ltd for August, September, October, 2024
Thank you 
Catherine McDermott


Client Service Representative, Group Retirement
D:		604-742-4023


M:	819-360-4022


	





 



The information contained in this message, including any attachments is intended for the sole use of the intended recipient(s) and may be privileged and/or confidential. If you are not the intended recipient, please delete the message from your computer.




From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: August 23, 2024 10:53 AM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: RE: Canada Life AUM 3rd Quarter 2024 -Advisor 16657 + James Dehoney May , June , July, 2024
Thank you Lorraine 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Friday, August 23, 2024 8:38 AM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 3rd Quarter 2024 -Advisor 16657 + James Dehoney May , June , July, 2024
---This Email was sent to DFG from an external source---
Hi Catherine
Please find attached the B101B Book of Business for month ending Jly 31, 2024 for advisor 16657 Mames Dehoney.
Thanks
Lorraine 
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: August 22, 2024 4:14 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 3rd Quarter 2024 -Advisor 16657 + James Dehoney May , June , July, 2024
Lorraine Please send AUM for 3rd Quarter for our block of business #16657, thank you Catherine From: Ferguson, Lorraine Sent: Monday, May 6, 2024 9: 04 AM To: Catherine McDermott 
Lorraine
Please send AUM for 3rd Quarter for our block of business #16657, thank you 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Monday, May 6, 2024 9:04 AM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
You’re welcome Catherine 😊
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: May 6, 2024 12:03 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ 
Thank you Lorraine 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Monday, May 6, 2024 8:54 AM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
Hi Catherine
Please find attached the B101B book of business for James Dehoney 
Thank you 
Lorraine 
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: May 2, 2024 7:17 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ 
Lorraine
Please send 2nd quarter reporting AUM for advisor # 16657, + once available 
Thank you 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Monday, March 4, 2024 4:14 PM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
I’ll look into this further in the morning to see what I can find.. 
Have a good night Catherine
Lorraine
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: March 4, 2024 7:12 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ 
It all started when James Dehoney passed away Dec 7, 2022, entire block was supposed to be moved to Erin Gunn, or Dehoney Financial Group Corporate account, so I am sure that we are missing assets. 
These are very old codes that James Dehoney had, all of the transfer forms were apparently submitted but since 2023, these reports are not accurate
Are you able to look into this further, do you have any other codes for Erin Gunn (our President and who took over all of these cases) 
Thank you 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Monday, March 4, 2024 4:01 PM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
Did some of his clients transfer out or the policy depleted?
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: March 4, 2024 6:50 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ 
Thank you Lorraine 
Very strange because last quarter was much higher. 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Monday, March 4, 2024 3:43 PM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
Hi Catherine
I ran it again and I ran a different one that is called Book of business by advisor Mixed Line of Business B101P they both come up with the same total.
Thanks
Lorraine 
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: March 4, 2024 5:34 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] FW: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ 
Are you able to rerun the report, seems very low? Thank you 
Catherine 
From: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com> 
Sent: Wednesday, February 14, 2024 2:51 PM
To: Catherine McDermott <cmcdermott@dehoney.com>
Subject: RE: Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
---This Email was sent to DFG from an external source---
Hi Catherine
Please find attached the book of business ending January 2024
Thank you 
Please feel free to contact me at 548-485-5010, email or by Teams chat.
Lorraine Ferguson she/her
Team Coordinator
Wealth Operations / Individual Customer / Retirement Income / T424 (4B)
Phone: 548-485-5010
Fax: 1-866-275-8080
Looking for quick access to info about your investments, savings and insurance products?
Register for My Canada LifeTM today to find everything in one convenient place
https://www.canadalife.com/gopaperless1
 
Welcome to the new Canada Life
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Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou
From: Catherine McDermott <cmcdermott@dehoney.com> 
Sent: February 14, 2024 3:42 PM
To: Ferguson, Lorraine <Lorraine.Ferguson@canadalife.com>
Subject: [EXT] Canada Life AUM 1st Quarter 2024 -Advisor 16657 + James Dehoney November, December, 2023 + January , 2024
‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ 
Lorraine
Hope you are well. Please send me 1st Quarter AUM numbers for #16657 + other codes , November, December, January, 2024
Thank you 
Catherine McDermott 
Administrative Assistant/ Retirement & Investment Services
Dehoney Financial Group | Navacord

D 604.742.4023 Cell 819-360-4022 
F 604.688.3515
T 1.888.684.2300 ext 4023
dehoney.com 
Follow us on LinkedIn for the latest news and updates.
 
This message is intended only for the persons to whom it is addressed. It may contain information that is privileged and confidential. If you are not the intended recipient, please contact the sender immediately and delete the email without reading it or making a copy. Precautions have been taken to screen this email for viruses, but it may not be virus free. We are not responsible for any damage that may be caused by this email. Email transmission cannot be guaranteed to be secure or error-free.",True,2025-11-20T20:54:46.000+0000,False,False,005OH000002iN7rYAE,2025-11-20T20:54:46.000+0000,005OH000002iN7rYAE,2025-11-20T20:54:46.000+0000,005OH000002iN7rYAE,2025-11-20T20:54:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNGwlYAG,False,,23921819,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:42:52.000+0000,False,False,005OH000005URvxYAG,2025-11-20T20:42:52.000+0000,005OH000005URvxYAG,2025-11-20T20:42:52.000+0000,005OH000005URvxYAG,2025-11-20T20:42:52.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNGwmYAG,False,,23922026,0035o000007iy3QAAQ,0015o000008QS2pAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:46:32.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T20:46:32.000+0000,005OH000004Ir1xYAC,2025-11-20T20:46:32.000+0000,005OH000004Ir1xYAC,2025-11-20T20:46:32.000+0000,(403)852-2169,,jasdjvirdi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNH1ZYAW,False,,23920583,0030A0000029nEvQAI,0010A000002wA83QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Helped user register for ws as MGA. Result: Success. 
============================
Hello Arvind, 

Thank you for contacting Workspace Support. It was our pleasure to help you register for Workspace today as an MGA and to gain access to your online account. 

Your voice matters. Let us know what you thought about the service offered today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T20:29:19.000+0000,False,False,005OH00000BFQFGYA5,2025-11-20T20:21:06.000+0000,005OH00000BFQFGYA5,2025-11-20T20:35:26.000+0000,005OH00000BFQFGYA5,2025-11-20T20:35:26.000+0000,(416)300-5433,,arvind@affinityadvisory.ca,(905)276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNHMZYA4,False,,23921124,003G0000018f7xOIAQ,0010A000002wQ3ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:30:55.000+0000,False,False,0055o000001h4cFAAQ,2025-11-20T20:30:55.000+0000,0055o000001h4cFAAQ,2025-11-20T20:30:55.000+0000,0055o000001h4cFAAQ,2025-11-20T20:30:55.000+0000,(204)946-8112,(204) 771-7773,simon@simonhiebert.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNIP5YAO,False,,23920773,0035o000006npyqAAA,0015o000007OtPwAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:24:56.000+0000,False,False,0055o000001h4cFAAQ,2025-11-20T20:24:56.000+0000,0055o000001h4cFAAQ,2025-11-20T20:24:56.000+0000,0055o000001h4cFAAQ,2025-11-20T20:24:56.000+0000,(204)925-7420X7405,(204)925-7420,ronald.waterman@investdfsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNIVVYA4,False,,23920729,003G0000018f6wUIAQ,0010A000002wOyMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:23:57.000+0000,False,False,0050A000001o2WeQAI,2025-11-20T20:23:57.000+0000,0050A000001o2WeQAI,2025-11-20T20:23:58.000+0000,0050A000001o2WeQAI,2025-11-20T20:23:58.000+0000,(902)539-5093,(902) 304-1500,tim.burns@fffpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNJ0BYAW,False,,23921202,0030A00000ArNAQQA3,0010A00000BRROeQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- SP issue - INC1864863,Medium,"*** DDS 28NOV2025 ***
lab confirmed app not fixable, advised user

*** DDS 26NOV2025 **
called advisor and captured console errors to send back to lab
*** DDS 25NOV2025 ***
emailed user to clear C&C again, wait and try again, schedule call if this fails for additional steps
*** DDS 20NOV2025 ***
INC1864863 submitted to LAB

Advisor having issues with simple protect. 
*******
Hello Myles,

I have heard back from our Tier 3 team and unfortunately, I don’t have great news. They have reviewed the errors that we were able to capture on our call, and they have determined that the application is not fixable. Because the application was started in June and there have been several updates to the platform since, there are scripting errors preventing you from moving forward with the application that the team is unable to resolve. They have stated that deleting the application and starting a new application is the only possible option in this case. I sincerely apologize for the inconvenience. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Myles,

Thank you for taking my call today and providing further details regarding the app. I have escalated the issue back to our Digital Hub team with the screenshots that I was able to capture during our logmein session. We will be in touch as soon as I have additional information from the team.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Myles Arton-Smith <myles.arton-smith@craievichfinancial.com> 
Sent: November 25, 2025 2:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Re: 23921202 Simple Protect - INC1864863

Thank you! Talk to you tomorrow, Myles On Tue, Nov 25, 2025 at 1: 21 PM Workspace Support <WorkspaceSupport@ canadalife. com> wrote: Hello Myles, Thank you very much for confirming that. I have added you to my calendar for a call tomorrow
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    Report Suspicious     



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Thank you!

Talk to you tomorrow,

Myles 

On Tue, Nov 25, 2025 at 1:21 PM Workspace Support <WorkspaceSupport@canadalife.com> wrote:
Hello Myles,
 
Thank you very much for confirming that. I have added you to my calendar for a call tomorrow at 12:30pm EST. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
From: Myles Arton-Smith <myles.arton-smith@craievichfinancial.com> 
Sent: November 25, 2025 12:24 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 23921202 Simple Protect - INC1864863
 
Hi Jennifer, I have already tried this, and have been opening and closing for a number of weeks now. We tried clearing all browser info, as you indicate, and no change upon re-launch. I am available for a call tomorrow (Wednesday) anytime after
Hi Jennifer,
 
I have already tried this, and have been opening and closing for a number of weeks now.  We tried clearing all browser info, as you indicate, and no change upon re-launch.
 
I am available for a call tomorrow (Wednesday) anytime after 1230.  My Cell is 519-402-0829, or office: 519-337-6553 EXT. 22
 
Thank you,
 
Myles Arton-Smith
 

Hi Myles , thank you for contacting the workspace support today.

To recap our call, you were having some issues with the application on simple protect where it would not populate the health and lifestyle section for completion. We did troubleshoot however we received the same screen. I have escalated this issue, and I should be in touch with an update.

---------------------------

Hello Myles,

I am reaching out regarding application 60886076-2. The team has investigated the issue and is requesting some additional information. Can you please try clearing your browser cache and cookies again (instructions attached), close and re-launch your browser and wait a few mins before loading the application? If this fails and you are still stuck at the Health and Lifestyle questionnaire, please provide your availability for a call so I can gather some additional details for the investigation. I am in the office from 8am-4pm EST Mon-Fri.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T13:31:59.000+0000,False,False,005OH000006wv2TYAQ,2025-11-20T20:32:25.000+0000,005OH00000BFQFCYA5,2025-11-28T13:31:59.000+0000,005OH000006wv2TYAQ,2025-11-28T13:31:59.000+0000,(519)337-6553X22,(519) 402-0829,myles.arton-smith@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNJhkYAG,False,,23921950,003OH00000J0H4RYAV,001OH00000NI5QeYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:45:26.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T20:45:26.000+0000,005OH00000BfonJYAR,2025-11-20T20:45:27.000+0000,005OH00000BfonJYAR,2025-11-20T20:45:27.000+0000,(604)637-0339,,alicia@coreplan.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNJubYAG,False,,23920850,003OH00000SO3PgYAL,001OH00000YYmBgYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:25:59.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T20:25:59.000+0000,005OH000004Ir1xYAC,2025-11-20T20:25:59.000+0000,005OH000004Ir1xYAC,2025-11-20T20:25:59.000+0000,(403)861-3613,,ike@ikeaffam.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNLJhYAO,False,,23921000,003G0000018f7aAIAQ,0010A000002wPh0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:28:45.000+0000,False,False,005OH00000AdAzSYAV,2025-11-20T20:28:45.000+0000,005OH00000AdAzSYAV,2025-11-20T20:28:45.000+0000,005OH00000AdAzSYAV,2025-11-20T20:28:45.000+0000,(519) 884-9710,,jimschumilassr@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNLTOYA4,False,,23922113,0030A0000029j6KQAQ,0010A000002w6fHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:48:02.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T20:48:02.000+0000,005OH00000BfonJYAR,2025-11-20T20:48:02.000+0000,005OH00000BfonJYAR,2025-11-20T20:48:03.000+0000,(604)939-6163,(778) 836-6163,sultana@shaw.ca,(604)939-1455,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNMEFYA4,False,,23923107,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:06:55.000+0000,False,False,005OH000005URvxYAG,2025-11-20T21:06:55.000+0000,005OH000005URvxYAG,2025-11-20T21:06:55.000+0000,005OH000005URvxYAG,2025-11-20T21:06:55.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNPC3YAO,False,,23921769,0030A0000029blBQAQ,0010A000002w0cRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:41:56.000+0000,False,False,0050A000001o2WeQAI,2025-11-20T20:41:56.000+0000,0050A000001o2WeQAI,2025-11-20T20:41:56.000+0000,0050A000001o2WeQAI,2025-11-20T20:41:56.000+0000,(709)579-6518,,chris.schwartz@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNUlDYAW,False,,23922204,0030A0000029bg5QAA,0010A000002w0YEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:49:36.000+0000,False,False,005OH000006owoYYAQ,2025-11-20T20:49:36.000+0000,005OH000006owoYYAQ,2025-11-20T20:49:36.000+0000,005OH000006owoYYAQ,2025-11-20T20:49:36.000+0000,(306)665-2391,(306) 222-3195,kane@gtcfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNVqvYAG,False,,23922000,0030A0000029aquQAA,0010A000002vzupQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:46:10.000+0000,False,False,005OH000006owoYYAQ,2025-11-20T20:46:10.000+0000,005OH000006owoYYAQ,2025-11-20T20:46:10.000+0000,005OH000006owoYYAQ,2025-11-20T20:46:10.000+0000,(306)665-2397,,michaeltopola@mtar.ca,(306)244-0059,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNWAHYA4,False,,23922035,0031600002PjUJeAAN,0010A000002wNnIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:46:46.000+0000,False,False,0055o000002KxaMAAS,2025-11-20T20:46:46.000+0000,0055o000002KxaMAAS,2025-11-20T20:46:46.000+0000,0055o000002KxaMAAS,2025-11-20T20:46:46.000+0000,(780)670-0480,,elly@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNWGlYAO,False,,23922153,0030A0000029gqrQAA,0010A000002w4oNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:48:37.000+0000,False,False,005OH000005URvxYAG,2025-11-20T20:48:37.000+0000,005OH000005URvxYAG,2025-11-20T20:48:37.000+0000,005OH000005URvxYAG,2025-11-20T20:48:37.000+0000,(780)433-3900,,david@vistaplan.ab.ca,(780)433-4044,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNWTeYAO,False,,23922199,0030A000006fgcAQAQ,001G000001kmjdFIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected Calls,Medium,,True,2025-11-20T20:58:00.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T20:49:27.000+0000,005OH00000AbCcLYAV,2025-11-20T20:58:00.000+0000,005OH00000AbCcLYAV,2025-11-20T20:58:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNXZNYA4,False,,23922168,0030A0000029om9QAA,0010A000002wBNTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1293 login issue,Medium,"****DDS****January 28, 2026****Samantha
Spoke to Rachelle. The ""Underinvestigation"" can be removed seeing that the user sent in a TPA and has been given their own login credentials  and is preparing to register for WS.

================================================================================

****Dec 11, 2025 - Samantha

User DEANNE SIMPSON (0015o000006H6qNAAS) tried to sign into WS and received error ERR-W1911. Upon checking Salesforce, the name on the profile appears to be someone else. The other person’s name is Chris Chircoski ben@waypointfinancial.ca. Chris was Deanne’s advisor, and I believe once she stopped working with him, instead of offboarding her account, they just changed the name and login information to Chris.

Currently, Chris will not be able to access this account until the investigation is complete. His account has been placed under investigation.

Account will be made inactive. User has been advised to have their advisor submit a TPA form

========================================================================================

KB0022764
Ben say
Ben@waypointfinancial.ca

ASA is not able to login to their workspace account and getting  ERR-W1293. They are advised that we are investigating the issue.

=================================================================

****Email Chain****

Hello Ben,

Thank you for your patience while your login issue is being investigated.

Since this account originally belonged to Deanne, we have made the account inactive. Due to privacy and compliance reasons, we do advise against the sharing of login credentials.

Additionally, you will need to complete your own registration for Workspace. Before you can register, you will need Third Party Access (TPA) to your advisor’s MGA code(s). I have attached the TPA form for your convenience. Please have your aligned advisor fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com. 
 
Once Distribution Methodology processes this form, you should be able to register for Workspace and access your advisor’s clients on the platform.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ben Say <Ben@waypointfinancial.ca> 
Sent: December 10, 2025 8:01 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ERR-W1293 Login issue Case-23922168 - 23907466

I still can’t get into Workspace. This needs to be completed immediately. Regards, From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: November 28, 2025 1: 28 PM To: Ben Say <Ben@ waypointfinancial. ca> Subject: RE: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I still can’t get into Workspace. This needs to be completed immediately.

Regards,

 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 1:28 PM
To: Ben Say <Ben@waypointfinancial.ca>
Subject: RE: ERR-W1293 Login issue Case-23922168 - 23907466

Hello Ben,

We understand that you are unable to access Workspace. We take the security of your account seriously and are committed to protecting your clients’ personal information. Due to the error you received when logging into Workspace, we have gone ahead and escalated this login issue to our digital technical lab team for investigation. As soon as we have more information, we will reach out to you.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ben Say <Ben@waypointfinancial.ca> 
Sent: November 28, 2025 8:18 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ERR-W1293 Login issue Case-23922168

Hello, Have you found a solution? I still can’t access Canada Life’s site. Cheers, From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: November 20, 2025 4: 04 PM To: Ben Say <Ben@ waypointfinancial. ca> Subject: ERR-W1293

Hello,

Have you found a solution? I still can’t access Canada Life’s site.

Cheers,

 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 20, 2025 4:04 PM
To: Ben Say <Ben@waypointfinancial.ca>
Subject: ERR-W1293 Login issue Case-23922168

Hello Ben,

Thank you for calling workspace support team with login issue.

As I have checked, we are aware of the issue, and we are currently working on this to resolve it. I really appreciate your patience while we are working on this. Once there is an update, we will let you know.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T21:05:36.000+0000,False,False,005OH000002iN7pYAE,2025-11-20T20:48:51.000+0000,005OH00000BFiyTYAT,2026-01-28T17:08:27.000+0000,005OH000002iN7pYAE,2026-01-28T17:08:27.000+0000,(519)286-0212X102,x102,ben@waypointfinancial.ca,(519)286-0416,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNXnuYAG,False,,23922292,003OH00000RtOLZYA3,001OH00000XvDDoYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:50:59.000+0000,False,False,005G0000002gxxjIAA,2025-11-20T20:50:59.000+0000,005G0000002gxxjIAA,2025-11-20T20:50:59.000+0000,005G0000002gxxjIAA,2025-11-20T20:50:59.000+0000,(819)821-4991X242,,gabriel.brisson-guerin@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNaH7YAK,False,,23922449,003OH00000RWMAnYAP,001OH00000XRjcaYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:54:01.000+0000,False,False,005G0000002gxxjIAA,2025-11-20T20:54:01.000+0000,005G0000002gxxjIAA,2025-11-20T20:54:01.000+0000,005G0000002gxxjIAA,2025-11-20T20:54:01.000+0000,(514)248-7395,,raphael.ouimet@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNasHYAS,False,,23922741,003G0000018f7MHIAY,0010A000002wPRxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Issue with Product Illustration desktop,Medium,"Name:  Beverly Waters LL86322
Advisor or support staff: Advisor 
Advisor Code: 25118
Advisor Name: ELIE NAFEKH
CL Advisor ID - F0859	
Phone: 
Email:  bev@grfs.ca		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: Product Illustration desktop version, never used it/can't access. trying to change the password. she was trying her LL#

FINDING: KB0023362. 
CHECKED ISAM, THE LL86322@clext AND BWaters@clext neither are locked. 
as per kb, she's to have a  @llext is active but none seen in ISAM.

called ASSIST DESK/SPOKE TO JONATHAN
he noted many people are missing groups.
needs to contact regional sales associate to request access.

sent update advising her



--------------------------------------***DDS  11/20/2025***--------------------------
Hello Beverly,

Thank you for contacting Workspace Support today regarding issues with signing into Product Illustrations desktop version.

As discussed, you’ve never signed into this prior, it was downloaded, and you tried to access with your LL86322 without having any success.

Please reach out to your regional sales associate to request access to Product Illustrations desktop version.

Eddie Maiato - Eddie.Maiato@CanadaLife.com

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-20T21:20:52.000+0000,False,False,005OH00000AUS7aYAH,2025-11-20T20:59:42.000+0000,005OH00000AUS7aYAH,2025-11-20T21:20:52.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:18.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNbOTYA0,False,,23922545,003OH00000QGXNlYAP,001OH00000VxLq3YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:56:09.000+0000,False,False,005G0000002gxxjIAA,2025-11-20T20:56:09.000+0000,005G0000002gxxjIAA,2025-11-20T20:56:09.000+0000,005G0000002gxxjIAA,2025-11-20T20:56:09.000+0000,(450)964-6464X5226,,samuel.doucet@cfrd.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNc61YAC,False,,23922621,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T20:57:43.000+0000,False,False,005OH000005URvxYAG,2025-11-20T20:57:43.000+0000,005OH000005URvxYAG,2025-11-20T20:57:43.000+0000,005OH000005URvxYAG,2025-11-20T20:57:43.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNdF0YAK,False,,23922876,0030A0000029oNvQAI,0010A000002wB2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:01:57.000+0000,False,False,005OH000005URvxYAG,2025-11-20T21:01:57.000+0000,005OH000005URvxYAG,2025-11-20T21:01:58.000+0000,005OH000005URvxYAG,2025-11-20T21:01:58.000+0000,(780)420-6633,(780) 990-9178,jimrey@telus.net,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNgZRYA0,False,,23922999,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:04:32.000+0000,False,False,005OH000005URvxYAG,2025-11-20T21:04:32.000+0000,005OH000005URvxYAG,2025-11-20T21:04:32.000+0000,005OH000005URvxYAG,2025-11-20T21:04:32.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNgxfYAC,False,,23923855,0031600002NTvTyAAL,0010A000002wNigQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA workspace access,Medium,"****DDS****11/20/25 

Provided registration steps to the user as he has already created a User ID 
===============================================================================
 
****Email Chain****

Good day Ryan,

Thank you for contacting Workspace Support regarding MGA Workspace access.

Since you have already created a User ID for your MGA account, please click on the registration link provided below to complete the registration process. I have attached screenshots to help you navigate through the process. 

1. Follow the registration link
•	https://workspace.canadalife.com/registration
•	https://espaceaffaires.canadavie.com/inscription
 
2. Enter the RepNet user ID and Password you created a while back
 
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
 
7. A verification email will be sent to your email address
 
 
 
 
8. Verify the email by clicking Verify Now. Your account will be activated once the email is verified
 
 
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.canadalife.com
•	https://espaceaffaires.canadavie.com
 
 
 
11. You then enter your email and password to access Workspace.
 
If you need any assistance with registering, please reach out to us and we can set up a time to call and go over the steps with you.



We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ryan O'Donnell <ryan@hodsonfinancialinc.com> 
Sent: November 20, 2025 12:11 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] MGA workspace access

Hi there, I think I signed up for MGA workspace a while back, and I know we were supposed to wait 2 days to sign in. Now I don’t know where to go to sign in. Could you please provide a link? Thanks, Ryan O'Donnell, B. A. , CFP Certified
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

I think I signed up for MGA workspace a while back, and I know we were supposed to wait 2 days to sign in.  Now I don’t know where to go to sign in.  Could you please provide a link?

Thanks,

Ryan O'Donnell, B.A., CFP
Certified Financial Planner
 
Investment Representative
Quadrus Investment Services Ltd.

Hodson Financial Inc.
9-1200 Waverley St.
Winnipeg, MB. R3T 0P4.

Office: (204)488-2038 ext.4
Cell:(807)271-3258
www.hodsonfinancialinc.com


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-20T21:22:05.000+0000,False,False,005OH0000097FtCYAU,2025-11-20T21:22:05.000+0000,005OH0000097FtCYAU,2025-11-20T21:23:17.000+0000,005OH0000097FtCYAU,2025-11-20T21:23:17.000+0000,(204)488-2038,(807) 271-3258,ryan@hodsonfinancialinc.com,(204)488-2083,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNh5hYAC,False,,23923023,003OH00000M90vgYAB,001OH00000QuyNsYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Seg fund application,Medium,"User is in the section ""review and sign"" it is asking for a ""upload sign copy client information and disclosure form"". Referred client to ask his RSA as directed by assist. 

Code: P3935
Email: npereira@primerica.com 

**********************************************
Good afternoon, Nichol

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Seg fund application!
 
Regarding your inquiry about the Seg Fund application and where you would get a signed copy of the clients information and disclosure form you will need to contact your RSA. Your RSA is Elliot Pong, the email is elliot.pong@canadalife.com. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T21:21:28.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T21:05:07.000+0000,005OH00000BG5v4YAD,2025-11-20T21:21:28.000+0000,005OH00000BG5v4YAD,2025-11-20T21:21:28.000+0000,(905)785-7834,,npereira@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNhc3YAC,False,,23925178,0030A0000029fYxQAI,0010A000002w3ihQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:53:32.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T21:53:32.000+0000,005OH00000BfonJYAR,2025-11-20T21:53:33.000+0000,005OH00000BfonJYAR,2025-11-20T21:53:33.000+0000,(604)637-0332,,adib@coreplan.net,(604)434-4906,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNiMkYAK,False,,23923735,0030A0000029ocWQAQ,0010A000002wBEoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Activation code has not been requested yet. Referred to distribution_methodology@canadalife.com.
================

Hi Brenda,

Thank you for contacting the workspace support about registering to workspace.

Please be informed that an activation code is very important for you to register to workspace successfully, unfortunately you have confirmed that you have not requested for that as of this time. Kindly send a request to distribution_methodology@canadalife.com for them to create your activation code. Thet will send the activation code together with the instructions on how to register to workspace. If you need assistance in registering to workspace you can callus and will be happy to help you.

Appreciate your time spent with us and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-20T21:26:25.000+0000,False,False,005OH00000BFPZHYA5,2025-11-20T21:19:15.000+0000,005OH00000BFPZHYA5,2025-11-20T21:36:50.000+0000,005OH00000BFPZHYA5,2025-11-20T21:36:50.000+0000,(250)851-2727X212,,bsawada@twcone.ca,(250)851-2728,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNj4JYAS,False,,23923919,0030A0000059DNmQAM,0010A000005txTAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"user is calling due to error they are getting when they try to accces Product Illustrations. 
""The requested URL was rejected, please consult your administrator
Your support ID is "" (please see attached file for screenshot)
Followed KB KB0023420 as directed and will need to escalate now as it appears they are missing permission groups to have access.",True,2025-11-20T21:45:16.000+0000,False,False,005OH00000BGf2TYAT,2025-11-20T21:23:22.000+0000,005OH00000BGf2TYAT,2025-11-20T21:53:32.000+0000,005OH00000BGf2TYAT,2025-12-13T02:02:18.000+0000,(778)321-2685,(778) 321-2685,vivienneliuwei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNjqlYAC,False,,23924864,0030A0000029iysQAA,0010A000002w6ZRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:46:33.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T21:46:33.000+0000,005OH00000BfonJYAR,2025-11-20T21:46:34.000+0000,005OH00000BfonJYAR,2025-11-20T21:46:34.000+0000,(250)585-2088X2,(250) 740-1679,andreas.hinkkala@hinkkala.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNkI8YAK,False,,23925120,003G0000018f6liIAA,0010A000002wOnSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:52:27.000+0000,False,False,0055o000002KxaMAAS,2025-11-20T21:52:27.000+0000,0055o000002KxaMAAS,2025-11-20T21:52:27.000+0000,0055o000002KxaMAAS,2025-11-20T21:52:27.000+0000,(403)807-6681,(403) 807-6681,nolan@coachingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNkgKYAS,False,,23924039,003G0000018f7rrIAA,0010A000002wPy8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,KYC Report Request/follow up,Medium,"call went straight to voicemail, cant open encrypted email

**EMAIL**

Hi Darrell,

I will contact you at 11:45AM CST time, which is 12:45PM EST time for me to go through this together via LogMeIn session.


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Darrell Lutzko <dlutzko@sasktel.net> 
Sent: November 20, 2025 4:58 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: Re: [EXT] Re: Password Email

since I cant call you call me Friday 11: 45. Similar to other CLG sites they seem to want to think for a long time before opening which is what happened as it went to he Excel page and kept thinking but wouldn't open to the next step where I
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
since I cant call you call me Friday 11:45. Similar to other CLG sites they seem to want to think for a long time before opening which is what happened as it went to he Excel page and kept thinking but wouldn't open to the next step where I would enter the Excel password


Hi Darrell,

I tried to contact you hoping we can go over opening this encrypted email, but it went straight to voicemail. I have attached a reference guide below on how to open it. If you continue to experience difficulties, please let me know the best time to contact you.

1. Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example error message.

 

2. Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message

 
•	Please note the ""Password Email"" I provided is not to get into this site. The “Password Email” is for the Excel file itself as it is password-protected
•	Is the website asking for a one-time pass code? This is a separate code sent to your inbox or mobile device from the email service (ex. Microsoft 365 Encryption) 
o	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
o	Please check the general inbox for the code
	Please also check spam/junk folder
o	Please copy and paste the code to eliminate any mishaps
•	Is the website asking for login credentials? This is your email login credentials 
 

3. Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password located in the ""Password Email"" I provided.
The only time you input the password from the ""Password Email"" JKFW9TFBTU is shown below as reference
•	Please copy and paste the password to eliminate any mishaps

 


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Darrell Lutzko <dlutzko@sasktel.net> 
Sent: November 20, 2025 3:06 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] Re: Password Email

Didn’t work. Taking 25 minutes to try to download the spreadsheet so something wrong. Maybe try a different format. I’m in a rush to get my details for processing KYC updates. Sincerely, DARRELL LUTZKO CFP Certified Financial Planner Investment
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Didn’t work.
Taking 25 minutes to try to download the spreadsheet so something wrong. Maybe try a different format. I’m in a rush to get my details for processing KYC updates. 
Sincerely,
DARRELL LUTZKO CFP
Certified Financial Planner
Investment Representative
Quadrus Investment Services Ltd.
603 Delaronde Cr.
Saskatoon, SK S7J 3Z9
Tel (306) 955-3174
Text (306) 222-6218
Fax (306) 955-0905
dlutzko@sasktel.net

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-20T21:26:05.000+0000,False,False,005OH0000071DK9YAM,2025-11-20T21:26:05.000+0000,005OH0000071DK9YAM,2025-11-21T14:13:12.000+0000,005OH0000071DK9YAM,2025-11-21T14:13:12.000+0000,(306) 955-3174,,dlutzko@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNqCFYA0,False,,23923885,003OH00000LgUs6YAF,001OH00000QNmY6YAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Anisha,

Our team has received your request to provide Client Listings report for Advisor code D3484. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Anisha,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
8LKWEVY8ED
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





















Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Anisha Gill <anisha@vantagefg.ca> 
Sent: November 17, 2025 2:42 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: sherrie <sherrie@vantagefg.ca>
Subject: [EXT] Term Policy Report

Hello Canada Life, I'm emailing on behalf of Thu-Hien Sherrie Li (cc'd) as her licensed assistant; can you please provide a report including all term policies? Please include policy type (Term 10/20 etc. . ), effective date, and renewal
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Canada Life,

I'm emailing on behalf of Thu-Hien Sherrie Li (cc'd) as her licensed assistant; can you please provide a report including all term policies? Please include policy type (Term 10/20 etc..), effective date, and renewal date, alongside other useful information you typically use.

Advisor: Thu-Hien Sherrie Le
Code: D3484

Thanks,
 
Book a meeting with me.

Anisha Gill
Associate Advisor & Office Manager
Vantage Financial Group Inc
 
Cell: 778-968-2333
Fax: 604-265-7069
300-8063 199 St, Langley Twp, BC V2Y 0E2
1810-1075 W Georgia St, Vancouver, BC V6E 3C9

If you no longer wish to receive these emails, reply with ""Unsubscribe"" in the subject line. This email is intended only for the recipient and may contain confidential or privileged information. Any review, re-transmission, dissemination, or use by others is prohibited. If received in error, notify the sender and delete it immediately. The information is for informational purposes only and does not constitute an offer to buy/sell securities, insurance, or advice where prohibited. E.&O.E.",True,2025-11-20T21:22:43.000+0000,False,False,005OH0000088z1hYAA,2025-11-20T21:22:43.000+0000,005OH0000088z1hYAA,2025-11-20T21:25:07.000+0000,005OH0000088z1hYAA,2025-11-20T21:25:07.000+0000,(778)968-2333,,anisha@vantagefg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNqLvYAK,False,,23924234,0035o000007CwEdAAK,0015o000007ssJuAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:30:13.000+0000,False,False,0055o000002KxaMAAS,2025-11-20T21:30:13.000+0000,0055o000002KxaMAAS,2025-11-20T21:30:13.000+0000,0055o000002KxaMAAS,2025-11-20T21:30:13.000+0000,(403)795-3246,,ryan@mylifefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNrI1YAK,False,,23925673,003OH00000Xbj02YAB,001OH00000fpw8vYAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TPA Delegation Request,Medium,"****DDS****12/09/25 

User confirmed they can now access Felipe Torre's book of business in WS

****DDS****12/05/25 

User inquiring on TPA delegation under advisor Felipe Torre
Verified Siebel and found user has TPA but user is yet to complete registration for their MGA channel which will enable them access Felipe's book of business

****DDS****11/21/25 
Referred user to DM for Advisor setup

****DDS****11/20/25 

User, who is an advisor with code H8728 will like to have TPA delegation setup for another advisor 
Referred user to DM and provided the TPA form 
===============================================================================
 
****Email Chain****

Hi Samantha,

I’m happy to hear that the issue has been resolved, I will now go ahead and close this case.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Samantha Torre <Sam@torrefinancial.ca> 
Sent: December 9, 2025 2:25 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673

Hi Lawrencia, It seems like all is fixed on my end now! Thank you for the help, Samantha Torre Conseillère en Sécurité Financière Financial Security Advisor (514) 775-9795 sam@ torrefinancial. ca https: //torrefinancial. ca/ From: CL Workspace Support
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Lawrencia,

It seems like all is fixed on my end now!

Thank you for the help,
Samantha Torre	Conseillère en Sécurité Financière
Financial Security Advisor
 
 	 	 
 	(514) 775-9795 
	sam@torrefinancial.ca

	https://torrefinancial.ca/

	 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Date: Tuesday, December 9, 2025 at 4:18 PM
To: Samantha Torre <Sam@torrefinancial.ca>
Subject: RE: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
Hello Samantha,
 
Thank you for your patience while we worked on resolving this setback.
 
To assist us further with the investigation, please kindly provide 2 examples of policies you are unable to access in Felipe’s book of business alongside a screenshot of the error pages including the URL at the top of the page.
 
Looking forward to your response.
 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 
 
  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
From: Samantha Torre <Sam@torrefinancial.ca> 
Sent: December 5, 2025 11:55 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
 
Hi Lawrencia, Thank you. My registration is completed under my code & I have access to my workspace account. However, all of the clients I used to see under Felice Torre’s book are no longer there. Thanks for the help, Samantha Torre Conseillère
Hi Lawrencia,
 
Thank you. 
My registration is completed under my code & I have access to my workspace account.
 
However, all of the clients I used to see under Felice Torre’s book are no longer there.
 
Thanks for the help,
Samantha Torre	Conseillère en Sécurité Financière
Financial Security Advisor
 
 	 	 
 	(514) 775-9795 
	sam@torrefinancial.ca

	https://torrefinancial.ca/

	 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Date: Friday, December 5, 2025 at 1:43 PM
To: Samantha Torre <Sam@torrefinancial.ca>
Subject: RE: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
Good day Samantha,
 
Thank you for contacting Workspace Support.
 
Our systems show that you have delegate access under Felice Torre. All you need to do is complete the registration process under your advisor code H8728. If after completing the process and you are unable to access policies under Felice Torre’s book of business, kindly provide us the policy number(s) and we will be happy to assist you further.
 
 
We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 
 
  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
 
From: Samantha Torre <Sam@torrefinancial.ca>
Sent: December 3, 2025 12:17 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
 
Hello, Please see email chain below. I used to have delegate access under Felice Torre but since I have received my own broker code and begun to create my account, I no longer have access. Kindly fix this issue as I need access to both accounts
Hello,
 
Please see email chain below.
 
I used to have delegate access under Felice Torre but since I have received my own broker code and begun to create my account, I no longer have access.
 
Kindly fix this issue as I need access to both accounts simultaneously.
Thank you,
 
Samantha Torre	Conseillère en Sécurité Financière
Financial Security Advisor
 
 	 	 
 	(514) 775-9795 
	sam@torrefinancial.ca

	https://torrefinancial.ca/

	 
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Date: Monday, December 1, 2025 at 7:00 PM
To: Samantha Torre <Sam@torrefinancial.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
Hi Samantha.
 
Once you register for Workspace, it could take up to 2 or 3 business days after you register on Workspace for the client list to be viewable. If you are not able to view client information email the Workspace support team
 
You will have access to your personal code, as well as delegate access to Felice Torre’s advisor codes.
 
Thank you.
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Samantha Torre <Sam@torrefinancial.ca>
Sent: November 27, 2025 4:05 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
 
Hello, Just letting you know that I have created my new user ID for my personal code. I will wait to hear back on when my access to both have been merged. Also, please note that currently, my delegate access has been removed… Kindly fix this
Hello,
 
Just letting you know that I have created my new user ID for my personal code.
I will wait to hear back on when my access to both have been merged.
 
Also, please note that currently, my delegate access has been removed…
Kindly fix this as soon as possible.
 
Thank you,
Samantha Torre	Conseillère en Sécurité Financière
Financial Security Advisor
 
 	 	 
 	(514) 775-9795 
	sam@torrefinancial.ca

	https://torrefinancial.ca/

	 
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Date: Tuesday, November 25, 2025 at 1:19 PM
To: Samantha Torre <Sam@torrefinancial.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
Hi Samantha.
 
We will merge your delegate profile into your advisor profile.
 
You will need to re-register and create a new user ID for your advisor code H8728.
 
Thank you.
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Samantha Torre <Sam@torrefinancial.ca>
Sent: November 24, 2025 6:23 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
 
Hello, Please keep my delegate access and merge it with my new advisor profile. Please advise if I should create a new user ID or workspace account for you to do this. Thank you, Samantha Torre Conseillère en Sécurité Financière Financial Security
Hello,
 
Please keep my delegate access and merge it with my new advisor profile.
 
Please advise if I should create a new user ID or workspace account for you to do this.
 
Thank you,
Samantha Torre	Conseillère en Sécurité Financière
Financial Security Advisor
 
 	 	 
 	(514) 775-9795 
	sam@torrefinancial.ca

	https://torrefinancial.ca/

	 
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Date: Friday, November 21, 2025 at 1:14 PM
To: Samantha Torre <Sam@torrefinancial.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
Hi Samantha.
 
Please register your user ID for your access to your advisor code H8728.
 
Would you like us to remove your delegate access from Felice Torre? If yes, please let us know. If no, we can merge your delegate profile into your advisor profile. Please advise.
 
Thank you.
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: November 21, 2025 12:31 PM
To: Samantha Torre <Sam@torrefinancial.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
 
Hello Samantha,
 
Thank you for your email. I apologize for the misunderstanding.
 
As you are now an advisor, you will need to create an advisor account. I have looped the Distribution Methodology team to this email to assist you further.
 
@Distribution Methodology Hello Team, please could you assist Samantha Torre with the below request?
 
 
We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards,
 
Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Samantha Torre <Sam@torrefinancial.ca>
Sent: November 21, 2025 6:59 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
 
Hello, That was not my question. . . I already have access as a support staff to another advisor. I am now an advisor and need to create my own account. My questions were the following: How should I proceed? Do I keep the same user ID or create
Hello,
 
That was not my question...
I already have access as a support staff to another advisor.
I am now an advisor and need to create my own account.
 
My questions were the following:
•                How should I proceed? Do I keep the same user ID or create a new one?
•                Do I keep the same workspace account or create a new one?
 
Thank you,
 
Samantha Torre	Conseillère en Sécurité Financière
Financial Security Advisor
 
 	 	 
 	(514) 775-9795 
	sam@torrefinancial.ca

	https://torrefinancial.ca/

	 
 
From: Workspace Support <WorkspaceSupport@canadalife.com>
Date: Thursday, November 20, 2025 at 5:08 PM
To: Samantha Torre <Sam@torrefinancial.ca>
Subject: RE: Register for access to Canada Life Workspace -SAMANTHA TORRE - 23925673
Good day Samantha,
 
Thank you for contacting Workspace Support regarding setting up a Workspace account as support staff for another advisor.
 
To have an account setup as a support staff, the advisor will need to fill out the TPA form attached to this email and send it to the Distribution Methodology team via Distribution_Methodology@canadalife.com. Once you receive the registration letter from Distribution Methodology, you can proceed to create your User ID. After 48 hours, you can then register for Workspace using the link provided in the registration letter.
 
Let me know if you have any questions or concerns and I will be happy to assist you.
 
 
We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards,
 
Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
From: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Sent: November 20, 2025 8:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: sam@torrefinancial.ca
Subject: FW: Register for access to Canada Life Workspace -SAMANTHA TORRE
 
Hello,
 
Please see e-mail below and assist Samantha.
 
Thank you
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
From: Samantha Torre <Sam@torrefinancial.ca>
Sent: November 20, 2025 10:47 AM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace -SAMANTHA TORRE
 
Hi Claudia, Thank you for your email! A few Questions. . I already have a User ID & workspace account , since I have secretary access with another advisor. How should I proceed? Do I keep the same user ID or create a new one? I’m assuming
Hi Claudia,
 
Thank you for your email! A few Questions..
 
I already have a User ID & workspace account , since I have secretary access with another advisor. 
 
How should I proceed? Do I keep the same user ID or create a new one?
I’m assuming for the workspace account, I will have to create a new one...
 
Thank you,
 
Samantha Torre	Conseillère en Sécurité Financière
Financial Security Advisor
 
 	 	 
 	(514) 775-9795 
	sam@torrefinancial.ca

	https://torrefinancial.ca/",True,2025-11-20T22:07:13.000+0000,False,False,005OH0000097FtCYAU,2025-11-20T22:07:13.000+0000,005OH0000097FtCYAU,2025-12-09T22:43:31.000+0000,005OH0000097FtCYAU,2025-12-09T22:43:31.000+0000,(514)775-9795,,sam@torrefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNsNjYAK,False,,23924368,0030A00000AogRHQAZ,0010A00000BNybHQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:33:23.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T21:33:23.000+0000,005OH000004Ir1xYAC,2025-11-20T21:33:24.000+0000,005OH000004Ir1xYAC,2025-11-20T21:33:24.000+0000,(204)290-5826,,xiaojingfan@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNtbVYAS,False,,23924125,0030A0000029i6zQAA,0010A000002w5saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:27:49.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T21:27:49.000+0000,005OH000004Ir1xYAC,2025-11-20T21:27:49.000+0000,005OH000004Ir1xYAC,2025-11-20T21:27:49.000+0000,(403)698-3983,(403) 271-1905,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNx8rYAC,False,,23924406,0035o000005iL3HAAU,0010A000002vzaBQAQ,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 20 2025

Salut Isabelle,

Merci de me laisser savoir. J’ai créé une autre liste avec un nouveau mot de passe pour vous. J’ai aussi mis à jour l’information. Comme d’habitude, un courriel avec le mot de passe pour le document suivra après celui-là.

Je vous remercie pour votre temps.

 S’il vous est possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage! 😊Wealth support (swoogo.com)

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE. 

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 

Merci, 

Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)   
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com 


Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Langlois, Isabelle <Isabelle.Langlois@financierehorizons.ca> 
Sent: November 13, 2025 10:36 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: Mot de passe du document Excel - INC1827576

Bonjour Wilfredy,

J’espère que vous allez bien !

Suite à votre courriel ci-dessous, je suis dans l’incapacité d’ouvrir la pièce-jointe.

Merci de votre aide !
Merci et bonne journée !
Prendre note que mon numéro de téléphone direct est le : 438 793-8784
	
	
	

 


	Isabelle Langlois
Spécialiste en vigueur, affaire en vigueur
Financière Horizons
T : 438.793.8784 | TSF : 1 888.353.2410 
	Visitez financierehorizons.com | LinkedIn | Facebook | X

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite



De : BusinessReporting <BusinessReporting@canadalife.com> 
Envoyé : 24 octobre 2025 16:44
À : Langlois, Isabelle <Isabelle.Langlois@financierehorizons.ca>
Objet : Mot de passe du document Excel - INC1827576

Bonjour Isabelle!

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le document Excel envoyé: 

DVUUS4W1

Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.

S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage! Wealth support (swoogo.com)

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE. 

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 

Merci, 

Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)   
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com 


Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Salut Isabelle,

Voici le nouveau mot de passe pour le document que je viens de vous envoyer. 

 P2F6U314
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-20T21:34:27.000+0000,False,False,005OH000002iN7rYAE,2025-11-20T21:34:27.000+0000,005OH000002iN7rYAE,2025-11-20T21:34:27.000+0000,005OH000002iN7rYAE,2025-11-20T21:34:27.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gNztrYAC,False,,23925039,003G0000018f78uIAA,0010A000002wPCDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,Advisor needed assistance logging onto workspace.,True,2025-11-20T22:13:56.000+0000,False,False,005OH00000BFQFCYA5,2025-11-20T21:50:47.000+0000,005OH00000BFQFCYA5,2025-11-20T22:13:56.000+0000,005OH00000BFQFCYA5,2025-11-20T22:13:56.000+0000,(519)587-2972,,bob.hampson@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gO1ilYAC,False,,23927188,0030A00000BgA3SQAV,0010A00000CGKmcQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:59:32.000+0000,False,False,005OH000002iJPDYA2,2025-11-20T22:59:32.000+0000,005OH000002iJPDYA2,2025-11-20T22:59:32.000+0000,005OH000002iJPDYA2,2025-11-20T22:59:32.000+0000,(778)586-7888,,lvguangyuan423@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gO2QHYA0,False,,23924869,003G0000018f78uIAA,0010A000002wPCDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Microphone issue,Medium,"User said name and code and the line went blank. Could not hear user. 

User: ROBERT HAMPSON 
Code: LL16255",True,2025-11-20T21:55:57.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T21:46:44.000+0000,005OH00000BG5v4YAD,2025-11-20T21:55:57.000+0000,005OH00000BG5v4YAD,2025-11-20T21:55:57.000+0000,(519)587-2972,,bob.hampson@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gO3XdYAK,False,,23924959,0030A0000029l8gQAA,0010A000002w8KDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:49:00.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T21:49:00.000+0000,005OH00000BfonJYAR,2025-11-20T21:49:00.000+0000,005OH00000BfonJYAR,2025-11-20T21:49:00.000+0000,(250)667-1905,,marc@mcknightfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gO4bnYAC,False,,23925558,0030A0000029bAuQAI,0010A000002w0CjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:03:41.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T22:03:41.000+0000,005OH00000BfjndYAB,2025-11-20T22:03:41.000+0000,005OH00000BfjndYAB,2025-11-20T22:03:41.000+0000,(888)517-7748,(604) 315-2844,brett.romano@coastcapitalsavings.com,(604)953-4300,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gO4n4YAC,False,,23925932,003G0000018f6q2IAA,0010A000002wOrlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Address not updating in Workspace,Medium,"****DDS****11/20/25 
User was unable to update address for a joint account - user was informed the update will have to be done on one of the party's individual account
Provided steps on how to update the address to reflect on the joint account 
============================================================================================= 
 
****Email Chain****

Good day Todd,

Thank you for contacting Workspace Support regarding updating the address for the policy below.

To update an address for a joint account, you will need to select any of the party’s individual account and update the address on their file. In this case, you can update the joint account address through Marina Mowbray’s account using the steps provided below.

-From Marina’s Client Details page select Edit client details tab
-Select the first option - update the address for your client’s products at the bottom of the page and click Continue
-A new window will pop up where you will input the same address, select the address from the drop down and the rest of the fields will auto-fill and click Continue
-On the next screen, tick the boxes for Joint owners and the respective product(s) and click Continue


 

 

If you have additional questions or require further support, please do not hesitate to let us know.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Todd Babcock <todd@taves.ca> 
Sent: November 20, 2025 9:24 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] MARINA MOWBRAY & MR LEE MOWBRAY B233822-2

Hello, I can’t update the address for this client on the system 37175 HAWKINS PICKLE ROAD PO BOX 202 DEWDNEY, BC V0M 1H0 thanks Todd M. Babcock, CFP, CLU, CHS, CPCA, FMA, EPC Certified Financial Planner Investment Representative TAVES
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

                I can’t update the address for this client on the system  37175 HAWKINS PICKLE ROAD PO BOX 202 DEWDNEY, BC V0M 1H0  

thanks

       
Todd M. Babcock,  CFP, CLU, CHS, CPCA, FMA, EPC
Certified Financial Planner
Investment Representative
TAVES Legacy Planning , affiliated with Canada Life
Quadrus Investment Services Ltd. 
Member of the Million Dollar Round Table
Trust Advice Value Experience Service TM
Planning for generations TM
Todd’s contact information:
5977 168A St
Surrey, BC  V3S 9A3 
Office Phone: 604-575-0769 
Cell Phone: 604-763-7542
Email: todd@taves.ca
Website: www.taves.ca
  
If you no longer want to receive these messages, click the word 'unsubscribe' to email a request to me. 
""The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.""",True,2025-11-20T23:16:23.000+0000,False,False,005OH0000097FtCYAU,2025-11-20T22:14:27.000+0000,005OH0000097FtCYAU,2025-11-20T23:16:23.000+0000,005OH0000097FtCYAU,2025-11-20T23:16:23.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gO5CrYAK,False,,23925071,0030A000002sgemQAA,0010A000003da20QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T21:51:16.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T21:51:16.000+0000,005OH00000BfonJYAR,2025-11-20T21:51:16.000+0000,005OH00000BfonJYAR,2025-11-20T21:51:16.000+0000,(604)805-1748,,zazimullah@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gO6VVYA0,False,,23925182,003G0000018f78uIAA,0010A000002wPCDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Call back,Medium,"Refer to C23924869. Called user back at (519)587-2972 as previous call got disconnect/ speaker issues. User contacted us back and is speaking to another agent. 

User: ROBERT HAMPSON 
Code: LL16255",True,2025-11-20T21:57:50.000+0000,False,False,005OH00000BG5v4YAD,2025-11-20T21:53:34.000+0000,005OH00000BG5v4YAD,2025-11-20T21:57:51.000+0000,005OH00000BG5v4YAD,2025-11-20T21:57:51.000+0000,(519)587-2972,,bob.hampson@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gO6tiYAC,False,,23925764,003OH000004yGAuYAM,001OH000006KBwlYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:09:20.000+0000,False,False,005OH000005URvxYAG,2025-11-20T22:09:20.000+0000,005OH000005URvxYAG,2025-11-20T22:09:20.000+0000,005OH000005URvxYAG,2025-11-20T22:09:20.000+0000,(780)460-4327,,todd@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gO8qgYAC,False,,23925479,0030A0000029bbuQAA,0010A000002w0VVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:01:21.000+0000,False,False,005OH00000BfonJYAR,2025-11-20T22:01:21.000+0000,005OH00000BfonJYAR,2025-11-20T22:01:21.000+0000,005OH00000BfonJYAR,2025-11-20T22:01:21.000+0000,(778)539-7107,,bill@fivefoldfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOAKbYAO,False,,23925476,0030A0000029bAuQAI,0010A000002w0CjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:01:19.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T22:01:19.000+0000,005OH00000BfjndYAB,2025-11-20T22:01:19.000+0000,005OH00000BfjndYAB,2025-11-20T22:01:19.000+0000,(888)517-7748,(604) 315-2844,brett.romano@coastcapitalsavings.com,(604)953-4300,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOAnfYAG,False,,23925946,003OH0000048Y2NYAU,001OH000005E0LZYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:14:57.000+0000,False,False,005OH000005URvxYAG,2025-11-20T22:14:57.000+0000,005OH000005URvxYAG,2025-11-20T22:14:57.000+0000,005OH000005URvxYAG,2025-11-20T22:14:57.000+0000,(780)231-9147,,jennifer@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOBBtYAO,False,,23926886,003OH00000C5jYlYAJ,001OH00000EWHp7YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:47:23.000+0000,False,False,005OH00000865wTYAQ,2025-11-20T22:47:23.000+0000,005OH00000865wTYAQ,2025-11-20T22:47:23.000+0000,005OH00000865wTYAQ,2025-11-20T22:47:23.000+0000,(403)818-4053,(587) 500-3453,smarshall@harbourfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOCW5YAO,False,,23925668,0030A00000Auaa3QAB,0010A00000BUwrPQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:07:02.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T22:07:02.000+0000,005OH000004Ir1xYAC,2025-11-20T22:07:03.000+0000,005OH000004Ir1xYAC,2025-11-20T22:07:03.000+0000,(587)433-7741,,david.guttman@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOD7BYAW,False,,23925719,003G0000018f6q4IAA,0010A000002wOrnQAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Product illustrations/Workspace Login,Medium,"*11/20*
----------------
Michael Haggerty
16558
f2645

KB0023420
they are also having issue with product iillustrations, they are unable to log into the app period, this is due to them missing their @Londonlife.bz accoun in ISAM 
they reached out to their RSA who was confused and did not understand what they needed to do, the advisor stated the RSA told them to make sure they had the product illustration app installed, advised we can have our L2 team investigate.



KB0020563  
locked out of Workspace, reset the password
incorrect combination 
err w1285
tried self serve but was greeted with unable to to provide online services 
reset pw in ISAM and emailed 
user ablle to reset pw in Repnet page.
user able to log into Workspace



*email*
----------------

Good afternoon Michael, 

Thank you for contacting the Workspace Support Team with your login and product illustrations inquiry. 

You were receiving err w1285 when attempting to log into Workspace. We were able to reset your advisor portal ID and walk you through changing the temp password to a permanent password on the Repnet website successfully. Then the conversation turned to product illustrations, you are unable to access it with your @llext ID( you locked this account attempting it earlier and it stopped your Workspace from working .) and keep getting the error “ a problem exists with the ID and password”. We have escalated this to our L2 team for investigation and resolution. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi L2, 

This is about the being unable to access product illustrations 

This advisor reached out to their RSA but their RSA was very confused about the ask. This is related to the missing @londonlife.bz accounts that all seem to have been wiped from ISAM. Potentially done by Information and Access Management internally for the company during some account clean up and maintenance, they might not have realized it’s importance. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH000008919xYAA,2025-11-20T22:08:12.000+0000,005OH000008919xYAA,2025-11-20T23:04:01.000+0000,005OH000008919xYAA,2025-12-13T02:02:18.000+0000,(506)457-4444X1,(506) 471-6693,michael.haggerty@lsfg.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gODS9YAO,False,,23925755,0031600002cxtZ7AAI,0015o000003m9D6AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:09:12.000+0000,False,False,0055o000002KxaMAAS,2025-11-20T22:09:12.000+0000,0055o000002KxaMAAS,2025-11-20T22:09:12.000+0000,0055o000002KxaMAAS,2025-11-20T22:09:12.000+0000,(403)232-4596,(403) 232-4596,mgrovue@sagium.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOE01YAG,False,,23925810,0030A0000029Vg9QAE,0010A000002vvYSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:11:05.000+0000,False,False,005OH000005URvxYAG,2025-11-20T22:11:05.000+0000,005OH000005URvxYAG,2025-11-20T22:11:05.000+0000,005OH000005URvxYAG,2025-11-20T22:11:05.000+0000,(780)395-9494,,dipak@auminsurance.ca,(780)395-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOEKzYAO,False,,23925836,0035o000007iy3QAAQ,0015o000008QS2pAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:11:46.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T22:11:46.000+0000,005OH000004Ir1xYAC,2025-11-20T22:11:46.000+0000,005OH000004Ir1xYAC,2025-11-20T22:11:46.000+0000,(403)852-2169,,jasdjvirdi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOI22YAG,False,,23926191,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:22:25.000+0000,False,False,005OH000005URvxYAG,2025-11-20T22:22:25.000+0000,005OH000005URvxYAG,2025-11-20T22:22:26.000+0000,005OH000005URvxYAG,2025-11-20T22:22:26.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOJSmYAO,False,,23927285,0030A0000029Wl5QAE,0010A000002vwQvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:04:29.000+0000,False,False,005OH000005URvxYAG,2025-11-20T23:04:29.000+0000,005OH000005URvxYAG,2025-11-20T23:04:29.000+0000,005OH000005URvxYAG,2025-11-20T23:04:29.000+0000,(780)905-5736,,david@dmfinancial.ca,(780)408-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOKbjYAG,False,,23926469,0030A000009PqyRQAS,0010A00000ASiksQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:32:33.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T22:32:33.000+0000,005OH000004Ir1xYAC,2025-11-20T22:32:33.000+0000,005OH000004Ir1xYAC,2025-11-20T22:32:33.000+0000,(403)253-4840,,niku.solanki@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOLb5YAG,False,,23927380,003OH00000Nz1y3YAB,001OH00000T8pBSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:08:42.000+0000,False,False,005OH000002iJPDYA2,2025-11-20T23:08:42.000+0000,005OH000002iJPDYA2,2025-11-20T23:08:43.000+0000,005OH000002iJPDYA2,2025-11-20T23:08:43.000+0000,(778)636-0509,,alice.yi.cui@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOOVfYAO,False,,23927356,0030A0000029i6zQAA,0010A000002w5saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:07:39.000+0000,False,False,005OH000004Ir1xYAC,2025-11-20T23:07:39.000+0000,005OH000004Ir1xYAC,2025-11-20T23:07:39.000+0000,005OH000004Ir1xYAC,2025-11-20T23:07:39.000+0000,(403)698-3983,(403) 271-1905,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOP3XYAW,False,,23926846,0030A00000CGPkdQAH,0010A00000Cr0qRQAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"**DDS**11/21/2025
user called regarding email received for clarification on rep net activation code.
============

Bonjour Marie-Claude,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Pour vous inscrire à l’Espace affaires sous votre compte AGD, vous devez utiliser votre code de conseillère AGD (et non celui qui commence par F ou LL).

Pour utiliser Espace affaires vous devez faire 2 processus d’inscription :
-	Inscription pour votre nom d’utilisateur  
-	Inscription pour votre compte Espace affaires

Comment vous inscrire pour votre compte Espace affaires

Pour obtenir un nom d'utilisateur (anciennement nom d’utilisateur du RéseauRep), cliquez sur le lien ci-dessous:
 Canada-Vie RéseauRep


Si vous ne vous souvenez pas de votre nom d'utilisateur et du mot de passe de votre nom d'utilisateur, vous pouvez utiliser l'URL ci-dessous et cliquer sur les liens ci-dessous https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/LoginPage.do&requestedLanguage=fr
 
 

Si vous n’êtes pas capable de trouver votre nom d’utilisateur avec cette méthode, vous pouvez envoyer un courriel à distribution_methodology@canadalife.com et ils pourront vous confirmer votre nom d’utilisateur. 

Une fois que vous avez votre nom d’utilisateur et code d’activation en main, si vous éprouvez des difficultés à s’enregistrer, appelez notre équipe ou contactez-nous par courriel pour organiser un appel téléphonique et vous assister à s’enregistrer sur l’Espace affaires.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialement,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Marie Claude Desrochers <mcdesrochers@panoramasf.com> 
Sent: November 20, 2025 12:30 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] question pour lier les comptes AGD et Solutions conseillers Espace Affaires

Bonjour, Je suis Marie Claude Desrochers F3698 ou ll24838 J’ai déjà accès à espace Affaires par Solution conseiller Mais je n’ai pas espace affaires AGD Si je comprends bien je dois M’inscrire à Espace Affaire AGD Cependant
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Je suis Marie Claude Desrochers F3698 ou ll24838
J’ai déjà accès à espace Affaires par Solution conseiller
Mais je n’ai pas espace affaires AGD

Si je comprends bien je dois M’inscrire à Espace Affaire AGD
Cependant quand je clique sur le site pour m’inscrire on me demande un code d’activation que je n’ai pas 
Que dois-je faire pour avoir mon code d’activation ?
 
Merci
Marie Claude

 ** Je suis disponible de 8h30 à 16h30 du lundi au jeudi 
et de 8h30 à 12h00 les vendredis


 


1220, boulevard Lebourgneuf, Bureau 250
Québec QC G2K 2G4
Téléphone : 581.991.1717 ext. 104
Cell: 418.558.5781


Si vous ne souhaitez plus recevoir de courriels de ma part, veuillez répondre au présent courriel en indiquant « Désabonnement » dans l’objet. If you no longer want to receive emails from me, please reply with “Unsubscribe” in the subject line.
Le Contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-20T22:45:58.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T22:45:58.000+0000,005OH00000AbCcLYAV,2025-11-21T13:31:40.000+0000,005OH00000AZ3ZxYAL,2025-11-21T13:31:40.000+0000,(581)991-1717X104,(418) 558-5781,mcdesrochers@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOQAwYAO,False,,23927484,0030A0000029d25QAA,0010A000002w1cIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:13:56.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T23:13:56.000+0000,005OH00000BfjndYAB,2025-11-20T23:13:57.000+0000,005OH00000BfjndYAB,2025-11-20T23:13:57.000+0000,(604)990-3570,,sean.ohara@iainvestia.ca,(604)357-1911,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gORF1YAO,False,,23926920,0030A0000029ckwQAA,0010A000002w1NeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:48:57.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T22:48:57.000+0000,005OH00000BfjndYAB,2025-11-20T22:48:57.000+0000,005OH00000BfjndYAB,2025-11-20T22:48:57.000+0000,(604)525-5888,,aw@winterfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOS7uYAG,False,,23928202,0030A0000029avBQAQ,0010A000002vzycQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:55:50.000+0000,False,False,0050A000001rl3wQAA,2025-11-20T23:55:50.000+0000,0050A000001rl3wQAA,2025-11-20T23:55:50.000+0000,0050A000001rl3wQAA,2025-11-20T23:55:50.000+0000,(604)463-6060,,kris@manionfinancial.com,(604)463-1586,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOTVOYA4,False,,23927810,0030A0000029fcdQAA,0010A000002w3lFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:31:07.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T23:31:07.000+0000,005OH00000BfjndYAB,2025-11-20T23:31:08.000+0000,005OH00000BfjndYAB,2025-11-20T23:31:08.000+0000,(604)709-5838,(604) 360-5741,anna_dai@vancity.com,(604)709-5833,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOUBKYA4,False,,23927877,0030A0000029oSlQAI,0010A000002wB6VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:35:26.000+0000,False,False,0050A000001rl3wQAA,2025-11-20T23:35:26.000+0000,0050A000001rl3wQAA,2025-11-20T23:35:27.000+0000,0050A000001rl3wQAA,2025-11-20T23:35:27.000+0000,(778)809-0356,,hello@justinmanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOUCuYAO,False,,23927569,0030A0000029dopQAA,0010A000002w2FmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:17:36.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T23:17:36.000+0000,005OH00000BfjndYAB,2025-11-20T23:17:37.000+0000,005OH00000BfjndYAB,2025-11-20T23:17:37.000+0000,(604)618-1295,,lakeviewinsurancefinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOUw9YAG,False,,23928553,0031600002ISxAiAAL,0010A000002wNN4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User ID inquiry,Medium,"Hi Nicolas, 

Thank you for contacting Workspace Support team.  

The User ID and activation code can only be provided by the Distribution and Methodology team. Please allow a few days for this process to be completed.
In the meantime, please find below the instructions on how to register to your Workspace MGA  account (After receiving your User ID and activation code).  
You will need the following before you start:
•	Your User ID
•	Your User ID Password
Registering for User ID (formerly RepNet ID)
Step 1: From the Canada Life Selfcare Page, click Register to start the quick, 3-step registration process. 
 The Canada Life Selfcare Page page can be accessed with a direct URL: 
 https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
  
Step 2: Accept the terms and conditions. 
 
Step 3: Enter your first name, last name, your new advisor code (formerly called distributor code), and unique activation code. Click Continue. 
 NOTE - if the caller does not know their advisor code (formerly called distributor code) or Activate Code, direct them to Distribution Methodology (MGA) or Contracts and Licensing (ADSL) to have their Welcome Letter resent.  
•	Distribution_Methodology@canadalife.com
•	CanadaLife.Contracts&Licensing@canadalife.com 
 
IF  your user id has been created on Repnet, please allow 48 hours before registering for Workspace.
In case you’re already registered in Repnet and just don’t remember your User ID password, you can use the URL below and click on Forgot your password? Link : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en
If you are having any issues while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting and we will schedule a call to help you. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Nicholas Thompson <nicholas@twealthsolutions.ca> 
Sent: November 20, 2025 1:01 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Connecting Canada Life MGA to Workspace

Hi, I never received my User ID and activation code from distribution_methodology. I emailed them today asking for it. Is that all I need in order to register for the MGA workspace login? Thanks, Nick Thompson, CFP. CHS. Certified Financial
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, 

I never received my User ID and activation code from distribution_methodology.  I emailed them today asking for it.  Is that all I need in order to register for the MGA workspace login? 

Thanks, 

Nick Thompson, CFP. CHS.
CERTIFIED FINANCIAL PLANNER® & Investment Representative
T Wealth Solutions Inc.
Quadrus Investment Services Ltd.

8 Herriott Street Suite 201
Perth, ON K7H 1S9
Tel: 613-267-3550
Cell: 613-539-0465
twealthsolutions.ca 

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

If you no longer wish to receive email notifications from me, please click Reply and type  'unsubscribe' in the Subject line and I'll remove you from my list. Thanks!",True,2025-11-21T00:22:23.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T00:22:23.000+0000,005OH00000AbCcLYAV,2025-11-21T00:23:26.000+0000,005OH00000AbCcLYAV,2025-11-21T00:23:26.000+0000,(613)267-3550,(613) 539-0465,nicholas@twealthsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOV47YAG,False,,23927471,003G0000018f6obIAA,0010A000002wOqLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM downloading issue - Advisor clicked acknowledgement of downloading by mistake,Medium,"Good day Jian,

Thank you for reaching out to Workspace Support regarding the CRM data. I’m glad we were able to locate and download your CRM data files.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards,",True,2025-11-21T00:11:42.000+0000,False,False,005OH00000AbCcLYAV,2025-11-20T23:13:34.000+0000,005OH00000AbCcLYAV,2025-11-21T00:11:42.000+0000,005OH00000AbCcLYAV,2025-11-21T00:11:42.000+0000,(604)722-3596,(604) 722-3596,jianshui.yang@newlifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOVYjYAO,False,,23927115,003OH00000Nz1y3YAB,001OH00000T8pBSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T22:56:52.000+0000,False,False,005OH000002iJPDYA2,2025-11-20T22:56:52.000+0000,005OH000002iJPDYA2,2025-11-20T22:56:53.000+0000,005OH000002iJPDYA2,2025-11-20T22:56:53.000+0000,(778)636-0509,,alice.yi.cui@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOVYlYAO,False,,23927767,0030A0000029eibQAA,0010A000002w2z6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:28:24.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T23:28:24.000+0000,005OH00000BfjndYAB,2025-11-20T23:28:24.000+0000,005OH00000BfjndYAB,2025-11-20T23:28:24.000+0000,(604)541-8123,(778) 991-9356,ross@phemisterfinancial.com,(604)541-8127,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOXQtYAO,False,,23927626,0030A0000029dt1QAA,0010A000002w2JPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:20:13.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T23:20:13.000+0000,005OH00000BfjndYAB,2025-11-20T23:20:14.000+0000,005OH00000BfjndYAB,2025-11-20T23:20:14.000+0000,(250)549-3022,(250) 549-0076,terry.schmauder@manulifesecurities.ca,(250)549-3422,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOcYgYAK,False,,23928740,003G0000018f6xTIAQ,0010A000002wP07QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Good day Mike,

Thank you for contacting Workspace Support team.  
To access your book of business with Financial Horizons (Code H6805), you will need to register on Workspace.
Please find below the instructions to register your Workspace MGA account.
You will need the following before you start:
•	Your User ID
•	Your User ID Password
Registering for User ID (formerly RepNet ID)
Step 1: From the Canada Life Selfcare Page, click Register to start the quick, 3-step registration process. 
 The Canada Life Selfcare Page page can be accessed with a direct URL: 
 https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
  
Step 2: Accept the terms and conditions. 
 
Step 3: Enter your first name, last name, your new advisor code (formerly called distributor code), and unique activation code. Click Continue. 
 NOTE - if the caller does not know their advisor code (formerly called distributor code) or Activate Code, direct them to Distribution Methodology (MGA) or Contracts and Licensing (ADSL) to have their Welcome Letter resent.  
•	Distribution_Methodology@canadalife.com
•	CanadaLife.Contracts&Licensing@canadalife.com 
 
IF  your user id has been created on Repnet, please allow 48 hours before registering for Workspace.
In case you’re already registered in Repnet and just don’t remember your User ID password, you can use the URL below and click on Forgot your password? Link : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en
If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting and we will schedule a call to help you. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Mike Woods <mwoods@beaconpoint.ca> 
Sent: November 20, 2025 2:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace - FHG policies

I have a financial horizons code H6805. How do I view Canada Life our policies on workspace? Mike Woods, CFP, CLU, CH. F. C, CHS Certified Financial Planner - BeaconPoint Financial Security LTD. Investment Representative - Quadrus Investment Services
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I have a financial horizons code H6805. How do I view Canada Life our policies on workspace?




Mike Woods, CFP, CLU, CH.F.C, CHS
Certified Financial Planner - BeaconPoint Financial Security LTD.
Investment Representative - Quadrus Investment Services LTD.
Direct: 905 464 4470
www.beaconpoint.ca   Book time with Mike Woods 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.",True,2025-11-21T00:38:54.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T00:38:54.000+0000,005OH00000AbCcLYAV,2025-11-21T00:39:38.000+0000,005OH00000AbCcLYAV,2025-11-21T00:39:38.000+0000,(905)464-4470,(905) 464-4470,mwoods@beaconpoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOdMbYAK,False,,23927726,0030A0000029eZlQAI,0010A000002w2tKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-20T23:26:20.000+0000,False,False,005OH00000BfjndYAB,2025-11-20T23:26:20.000+0000,005OH00000BfjndYAB,2025-11-20T23:26:20.000+0000,005OH00000BfjndYAB,2025-11-20T23:26:20.000+0000,(604)202-2534,,ian@hunterfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOdZWYA0,False,,23928094,0030A0000029b4bQAA,0010A000002w06pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Digital Term Conversion - we couldn't process your request or something went wrong,Medium,"Hi Alexander, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you resolve your issue with your Digital Term Conversion application. 

If you have any other issues, don’t hesitate to communicate with us by email or y giving us a phone call. 

Have a wonderful day. 

It’s been a pleasure helping you! 😊 If you could spare 5 seconds of your precious time, please click this link to rate my service and share any thoughts on our platform Workspace. Your feedbacks help us improve continuously: complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T17:01:51.000+0000,False,False,0055o000001zVCKAA2,2025-11-20T23:49:53.000+0000,0055o000001zVCKAA2,2025-11-26T17:01:52.000+0000,0055o000001zVCKAA2,2025-11-26T17:01:52.000+0000,(450)973-2333,(514) 758-9297,alexander.smith@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOdeOYAS,False,,23928638,003G0000018f6lNIAQ,0010A000002wOn7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up on 23690532 / INC1852603,Medium,"*11/20*
----------------
Following up on a ticket from 23690532

they wanted to check the status of the case, advised we can escalate for more attention.


*email*
----------------

Good afternoon Cindi, 

Thank you for calling the Workspace Support Team to follow up on 23690532

This is related to an issue that was reported on Nov 12th, you have not received any resolution or notifications yet and wanted to know the status of this ticket. We advised we can escalate to our leadership since it’s been 8 days and see if we can get some more information or a resolution. If you have questions or concerns please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T00:49:36.000+0000,False,False,005OH000008919xYAA,2025-11-21T00:29:17.000+0000,005OH000008919xYAA,2025-11-21T15:58:45.000+0000,005OH000002iN7pYAE,2025-11-21T15:58:45.000+0000,(604)607-3585,(604) 607-3585,alexander@alexanderpotter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOisXYAS,False,,23928440,0031600002T0dJtAAJ,0010A000002wNymQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WS Access inquiry,Medium,"Hi Nick, 

Thank you for contacting the Workspace Support team.

It seems that you’re already registered under both codes. To access your accounts, you need to select the right association per each code, kindly follow the instructions below:

1. Link to login to Workspace:  https://workspace.canadalife.com

2. Username = email
    Password= personalized password set up at registration
    How are you associated with Canada Life? = Managing General Agency (MGA) or National Account (Banks/IIROC/MFDA) (either option will work)
-	To access your book of business under the code F5716, ‘’under How are you associated with Canada Life?’’ select: Advisor solutions/Advanced Practices
-	For your book of business under the code H5725, select: Managing General Agency (MGA/AGA).
 

3. If you have forgotten your password, you can select the Forgot Password link underneath the login credentials.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Nick Sandor <nick@mcgruerwealth.com> 
Sent: November 20, 2025 12:37 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Your Canada Life clients, all in one place – unlock the new experience | Vos clients de la Canada Vie, tous à un seul endroit – tirez parti de la nouvelle expérience

Hi There, I was wondering if someone could confirm if I need to register for this or if I’m already set up? Name: Nicolas Sandor Codes: F5716 & H5725 Thank you, Nick Sandor, BBA Wealth & Insurance Advisor 408 – 355 Burrard Street Vancouver
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi There,

I was wondering if someone could confirm if I need to register for this or if I’m already set up?

Name: Nicolas Sandor
Codes: F5716 & H5725

Thank you,

Nick Sandor, BBA
Wealth & Insurance Advisor

 

408 – 355 Burrard Street
Vancouver B.C.    V6C 2G8
Cell: 604-317-2260

Assistant: Shiela Santos
Advisor Support Associate 
shiela.santos@advicecanada.com | 604-331-2498


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



From: Canada Life News <Canadalifenews@mail.canadalife.com> 
Sent: November 20, 2025 10:31 AM
To: Nick Sandor <nick@mcgruerwealth.com>
Subject: Your Canada Life clients, all in one place – unlock the new experience | Vos clients de la Canada Vie, tous à un seul endroit – tirez parti de la nouvelle expérience

One view, one login. Managing your Canada Life book of business just got easier.
View in browser

 	 	 

 
 
One view, one login. Managing your Canada Life book of business just got easier.
 
Access your entire Canada Life book of business – including clients through Financial Horizons and direct contracts – in one place. Built around features you asked for, it’s designed to simplify your day-to-day and help you work smarter. 

To unlock the client search experience, register for your Canada Life MGA Workspace and connect your accounts. Your MGA business needs its own Workspace access so you can continue managing clients, servicing your business and using tools in a dedicated space to grow your practice. 
Key features designed around your workflow: 
•	See everything in one place: Wealth and insurance products, unified under one login.
•	Search options: Find clients by name, company or policy number.
•	Export summaries: Get quick access to portfolio and policy details.
•	Work better with delegates and other advisors: Filter by advisor codes to manage shared clients.
Watch this video to see client search in action. 
 
How to get access: 
Just a few simple steps - and you’ll unlock a smarter, more streamlined way to manage your business. 
Step 1: Create your Canada Life user ID 
•	Go here and click ‘Register’ 
•	Follow steps to create your Canada Life User ID and password using your advisor code and activation code. 
•	If you need your advisor code, contact a distribution_methodology@canadalife.com.
•	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems. 
Step 2: Register for Workspace 

Due to security and compliance requirements, please complete the registration process yourself. 
•	Go here to register 
•	Enter your newly created Canada Life User ID and password 
•	Follow prompts to set up your Workspace account and complete registration.
Step 3: Connect your accounts. 
•	Sign into the Advice Canada using your Financial Horizons Advisor Portal credentials. 
•	Select ‘Authorize Connections’ to link your Workspace accounts (MGA and Canada Life – Direct). 
Step 4: Access the client search experience 
•	Access your client search here https://www.secure.acp.canadalife.com
•	Sign in with your Financial Horizons credentials.
•	Click “Clients” in the sidebar. 
•	Keep accessing client search anytime through the Advice Canada Connected experience. 
•	If delegates want to see all clients, they must have third-party access for both MGA and direct codes.
This is just the beginning. We have more enhancements planned to make the experience even better. 

For more information, refer to this FAQ. 

If you have further questions, email CLWorkspaceSupport@canadalife.com and include your comp code. 

 


 
Canada Life and design are trademarks of The Canada Life Assurance Company.
 



 
 	 	 

 
 
Un seul affichage, une seule ouverture de session. Il est désormais plus facile de gérer votre bloc d’affaires de la Canada Vie.
 
Accédez à l’ensemble de votre bloc d’affaires de la Canada Vie – au titre de contrats de la Financière Horizons ou de contrats directs – en un seul endroit. Conçue autour des fonctionnalités que vous avez demandées, cette solution vise à simplifier votre quotidien et à vous aider à travailler plus efficacement. 

Pour accéder à l’expérience visant la recherche de clients, inscrivez-vous à votre Espace affaires des AGD de la Canada Vie et connectez vos comptes. Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie afin que vous puissiez continuer à gérer les affaires de vos clients, à servir votre entreprise et à utiliser des outils dans un espace dédié à la croissance de votre pratique.
Principales caractéristiques conçues pour votre flux de travail : 
•	Voyez tout à un seul endroit : Produits de gestion du patrimoine et d’assurance, regroupés et accessibles au moyen d’une seule ouverture de session 
•	Options de recherche : Effectuez des recherches de clients par nom, par compagnie ou par numéro de police. 
•	Sommaires exportables : Accédez rapidement aux renseignements sur les portefeuilles et les polices. 
•	Collaborez mieux avec les délégués et les autres conseillers : Filtrez par code de conseiller pour gérer les clients partagés. 
Visionnez cette vidéo pour voir comment fonctionne la recherche de clients. 
 
Comment y accéder : 
Quelques étapes simples vous permettront d’accéder à une façon plus intelligente et simplifiée de gérer vos affaires. 
Étape 1 : Créer votre nom d’utilisateur de la Canada Vie 
•	Cliquez ici , puis sur S’inscrire.
•	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe de la Canada Vie au moyen de votre code du conseiller et de votre code d’activation. 
•	Si vous avez besoin de votre code du conseiller, envoyez un courriel à l’adresse distribution_methodology@canadavie.com. 
•	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 
Étape 2 : S’inscrire à l’Espace affaires 

En raison d’exigences en matière de sécurité et de conformité, veuillez effectuer vous-même le processus d’inscription. 
•	Cliquez ici pour vous inscrire. 
•	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
•	Suivez les directives pour établir votre compte dans l’Espace affaires et effectuer votre inscription. 
Étape 3 : Connecter vos comptes. 
•	Ouvrez une session dans Conseils Canada en utilisant vos identifiants de connexion pour le portail des conseillers de la Financière Horizons. 
•	Cliquez sur Autoriser les connexions pour lier vos comptes de l’Espace affaires (AGD et Canada Vie – Affaires directes). 
Étape 4 : Accéder à la recherche de clients 
•	Accédez à votre recherche de clients ici : https://www.secure.acp.canadavie.com
•	Ouvrez une session avec vos données d’accès de la Financière Horizons. 
•	Cliquez sur « Clients » dans la barre latérale. 
•	Accédez à votre recherche de clients en tout temps grâce à la Plateforme connectée de Conseils Canada. 
•	Si les délégués veulent voir tous les clients, ils doivent avoir un accès à titre de tiers pour les codes d’AGD et les codes directs.
Et ce n’est qu’un début! D’autres améliorations sont prévues pour rendre l’expérience encore meilleure. 

Consultez cette FAQ pour obtenir plus d’information. 

Si vous avez d’autres questions, envoyez un courriel à l’adresse CVSoutiensEspaceAffaires@canadavie.com et indiquez votre code de rémunération. 


 


 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d'Assurance du Canada sur la Vie.",True,2025-11-21T00:14:20.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T00:14:20.000+0000,005OH00000AbCcLYAV,2025-11-21T00:14:20.000+0000,005OH00000AbCcLYAV,2025-11-21T00:14:20.000+0000,(604)317-2260,,nick@mcgruerwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gOlAaYAK,False,,23929062,0035o000003BWrAAAW,0015o000003puDjAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T01:48:53.000+0000,False,False,005OH000002iJPDYA2,2025-11-21T01:48:53.000+0000,005OH000002iJPDYA2,2025-11-21T01:48:54.000+0000,005OH000002iJPDYA2,2025-11-21T01:48:54.000+0000,(778)882-2046,,miali2046@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,133.0
500OH00000gPEniYAG,False,,23949592,003G0000018f6sqIAA,0010A000002wOuZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support,Medium,"Hi Jennifer and Peter,
@Magee, Peter I t has come to our attention that you are experiencing issues accessing your Workspace account. I attempted to reach you by phone, but my call was forwarded to your voicemail, where I left a message.

Based on our records, under your MGA account, you are currently registered on Repnet but not yet on Workspace. You can begin the Workspace registration process as of tomorrow since your registration became effective on November 20, 2025 (Please allow a minimum of 48hours).

If you encounter any issues accessing your Advisor Solutions account, I would be happy to set up a phone call to assist you. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
	We will reach you at the phone number on file 

I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: November 21, 2025 7:05 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
Importance: High

Hi there, 

I helped an advisor register for his Canada Life ID (formerly Rep Net), now he is unable to log into Canada Life Workspace, and he still has to wait the two business days to log into MGA Workspace. 

Hi Jennifer,
We spoke yesterday about registering for workspace and I proceeded and received a Canada Life email confirming access to repnet is set. Now I wait 2 days as discussed. This morning I tried to get into my regular workspace and it states my email and password are no longer valid. You did mention I could still use workspace or did I here that wrong, please help.

Thank you, 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Peter Magee <Peter@mageefinancialservices.com> 
Sent: November 21, 2025 8:49 AM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Subject: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi Jennifer, We spoke yesterday about registering for workspace and I proceeded and received a Canada Life email confirming access to repnet is set. Now I wait 2 days as discussed. This morning I tried to get into my regular workspace and it
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Jennifer,
We spoke yesterday about registering for workspace and I proceeded and received a Canada Life email confirming access to repnet is set. Now I wait 2 days as discussed. This morning I tried to get into my regular workspace and it states my email and password are no longer valid. You did mention I could still use workspace or did I here that wrong, please help.

Peter Magee
Financial Advisor
2131 Abbey Rd.
Severn On. L3V0E8
 
(705) 345-2898

 
Financial Security Planning/Estate Protection Planning
Helping you save for your financial freedom and retiring on your terms
Specializing in investment and insurance needs
 
 
________________________________________
From: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Sent: Thursday, November 20, 2025 12:55 PM
To: Peter Magee <Peter@mageefinancialservices.com>
Cc: Stewart, James <James.Stewart@advicecanada.com>
Subject: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD) 
 
Hi Peter,
 
I trust that this email finds you well. 
 
You have not registered for Canada Life (MGA) Workspace. You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. 
 
“With the Canada Life direct insurance contract changes happening in 2026 you will need to register for MGA Workspace so that you can continue to write insurance business with Canada Life through your MGA contract.
 
You will be able to link your Canada Life direct Workspace account with you MGA Workspace account for ease of use moving forward”
 
All instructions are below.
 
*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.
 
Kindly let me know if you require any assistance and I’ll be happy to schedule a call.  
 
Thank you, 
 
Jenn 
 
 
Jennifer Roe 
 
Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743
 
 
 
In Partnership with
 
James Stewart
 
Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
Canada Life Workspace account is waiting for you.
View in browser.

 	 	 

 
 
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Register for Canada Life MGA Workspace today!
You’re receiving this email because you’re contracted with both Financial Horizons and Canada Life.

Welcome to Canada Life Workspace, your digital hub to manage your business, service your clients and access tools to grow your business with Canada Life.

Your Canada Life MGA business needs its own Workspace access
If you’re recently contracted with Financial Horizons, you’ll need to register for a separate version of Workspace. 
•	Get a tailored experience for your MGA business.
•	Stay organized with clear business channels.
•	Easily manage both types of business as your practice evolves.
We’re working to unify your experience this fall and taking this extra step today sets you up for what’s next.
Get started: step-by-step guide
Your registration information 	
First Name:	Peter
Last Name:	Magee
Advisor code*:	H6875
Activation code:	1-1F0Q9GL


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 	3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 	4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need support?
Contact Workspace Support at CLWorkspaceSupport@canadalife.com.
To learn more, go to Workspace resource page.

Register today and unlock the full potential of Canada Life Workspace.


 
 
Canada Life and design are trademarks of The Canada Life Assurance Company. If you don’t want to receive these updates, you can unsubscribe here.

 



 
 	 	 

 
 
Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement. 
Inscrivez-vous à l’Espace affaires pour AGD de la Canada Vie dès aujourd’hui! 
Vous recevez ce courriel parce que vous détenez un contrat auprès de la Financière Horizons et de la Canada Vie.

Bienvenue dans l’Espace affaires de la Canada Vie, une plateforme numérique où vous pouvez gérer votre pratique, servir vos clients et accéder à des outils pour faire croître vos affaires avec la Canada Vie.

Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie
Si vous avez récemment établi un contrat avec la Financière Horizons, vous devrez vous inscrire à une version distincte de l’Espace affaires. 
•	Obtenez une expérience sur mesure pour vos affaires d’AGD.
•	Restez organisé grâce à des canaux d’affaires clairs.
•	Gérez facilement les deux types d’affaires à mesure que votre pratique évolue.
Nous travaillons à uniformiser votre expérience à l’automne et cette mesure supplémentaire que nous prenons aujourd’hui vous prépare pour ce qui est à venir. 
Pour commencer : guide étape par étape 
Renseignements sur votre inscription	
Prénom: 	
Nom de famille:	
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 





 
 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation",True,2025-11-21T20:13:04.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T19:54:39.000+0000,005OH00000AbCcLYAV,2025-11-21T20:13:04.000+0000,005OH00000AbCcLYAV,2025-11-21T20:13:04.000+0000,(705)345-2898,,peter@mageefinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPcMyYAK,False,,23935519,0030A0000029hKRQAY,0010A000002w5FDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:52:00.000+0000,False,False,0055o000001h4cFAAQ,2025-11-21T15:52:00.000+0000,0055o000001h4cFAAQ,2025-11-21T15:52:01.000+0000,0055o000001h4cFAAQ,2025-11-21T15:52:01.000+0000,(204)999-1647,,mikejgilchrist@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPfkcYAC,False,,23929583,003G0000018f6RaIAI,0010A000002wONvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login to Workspace on desktop not working,Medium,"Caller's Name: BENJAMIN DEITH (Ben)
Advisor or support staff: Advisor 
Advisor Code: 4669 or LL28847
Advisor Name: BENJAMIN DEITH (Ben)	
Phone: (705) 341-3732
Email: ben.deith@onpointwealth.ca		
1. Siebel verification: Completed
2. Last Login to Workspace: N/A
Issue: Login to Workspace on laptop works ok but on desktop he authenticates and can't go further/can't access the page. 

FINDINGS: did a log me in session on the desktop. signed into workspace, he's using SalesForce auth, he was able to access Workspace. he landed on the manage client page. 


RESOLUTION: signed out, cleared cookies/cache on edge, signed in again test and he was successful.

--------------------------------------***DDS  11/21/2025***--------------------------
Hello Ben,

Thank you for contacting Workspace Support today with not being able to access Workspace on your desktop computer.

As discussed, you’re able to access/authenticate on your laptop to access Workspace without issues but on your desktop, you’re unable to.

During our LogMeIn session on your desktop, we were able to sign into Workspace without an issue. 

We signed out,  cleared your cookies/cache on Microsoft Edge, signed in again to ensure you were able to access.

Here are the instructions to clear your cookies and cache on the edge browser for future use.

Edge
1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-21T13:24:20.000+0000,False,False,005OH00000AUS7aYAH,2025-11-21T13:03:31.000+0000,005OH00000AUS7aYAH,2025-11-21T13:24:20.000+0000,005OH00000AUS7aYAH,2025-11-21T13:24:20.000+0000,(905)831-3600,(705) 341-3732,ben.deith@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPfnoYAC,False,,23930163,003G0000018f6xCIAQ,0010A000002wOzqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Following up on Case#23762838,Medium,"Name:Wendy Riley
Advisor or support staff: Advisor
Advisor Code: 22113/F3541
Advisor Name: WENDY ALISON RILEY
Phone: 613-827-3341
Email: wendy.riley@rileyfinancial.ca
1. Siebel verification: N/A
2. Last Login to Workspace: N/A
Issue: Following up on Case#23762838

RESOLUTION: CHECKED SNOW TICKET INC1856497, ITS STILL BEING WORKED ON. NO UPDATES
ADVISED WENDY, I'VE SENT A MESAGE TO THE TEAM WORKING ON THIS TO GET BACK TO HER. PINGED IN QUESTION CORNER FOR SOMEONE TO CHECK/FOLLOW UP ON THE SNOW TICKET.

NO EMAILS SENT TO WENDY. PINGED IN QUESTION CORNER FOR SOMEONE TO UPDATE THE ADVISOR.

MESSAGE FROM JENNIFER IN TEAMS. INC1856497 - we have escalated this to the CLTP team thank you for raising
 one week is nuts re TAT usually that team is quick",True,2025-11-21T13:53:06.000+0000,False,False,005OH00000AUS7aYAH,2025-11-21T13:40:58.000+0000,005OH00000AUS7aYAH,2025-11-21T14:27:52.000+0000,005OH00000AUS7aYAH,2025-11-21T14:27:52.000+0000,(613)771-1244,,wendy.riley@rileyfinancial.ca,(613)902-5093,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPkp8YAC,False,,23930638,0030A0000029jLcQAI,0010A000002w6sUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Helping Advisor setup Workspace,Medium,"Caller's Name: Ryan
Advisor or support staff: Advisor support
Advisor Code: 50839 MGA
Advisor Name: Neal Owen	
Phone: n/a
Email: ryan@bluerockwealth.ca		
1. Siebel verification: verified the advisors info
2. Last Login to Workspace:
Issue: Trying to setup Advisor Workspace for the advisor/ advisor not sure if they already have access.

FINDINGS: 1 SF PROFILE
NEAL N OWEN SHOWS TEST DUMMY FOR MGA
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001odXbAAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H9IeAAK%26cntc%3D0035o000004H9IeAAK%26id%3D0055o000001odXbAAI

found NealOwen@clext is active. nowen@noblefinancial.ca is associated with the id.

he was trying to register for repnet but that was done. they need to register for workspace.

RESOLUTION: He does not know the username to register. he was also trying to register for repnet id. advised him he needs to know what the user id is and to have the advisor reach out to DM. 

--------------------------------------***DDS  11/21/2025***--------------------------
Thank you for contacting Workspace Support today regarding helping the advisor Neal Owen setup MGA Workspace.

As discussed, you or Neal are not sure what the user id is/was used for the repnet registration. This user id is needed to register for Workspace access.

Please have Neal reach out to Distribution_Methodology@canadalife.com to request the user id he created.

Once Neal has this, he can then proceed to Register for Workspace. Any issues let us know, we may need to speak to Neal at that point.

With regards to support staff in the office getting Workspace access, please have Neal fill out the attached form and send to Distribution_Methodology@canadalife.com 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T14:24:58.000+0000,False,False,005OH00000AUS7aYAH,2025-11-21T13:58:09.000+0000,005OH00000AUS7aYAH,2025-11-21T14:24:58.000+0000,005OH00000AUS7aYAH,2025-11-21T14:24:58.000+0000,(705)443-5599,,neal@bluerockwealth.ca,(705)445-2643,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPrDsYAK,False,,23929898,0030A000004wyLXQAY,0010A000005iSkjQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workpsace support-Product illustration error-2nd level escalation,Medium,"*** DDS 24NOV2025 ***
f/u email sent to make sure no further issues
**DDS**11/21/2025
KNow issue.
email==============
Hello,
User Yann Bochud is having issue with product illustration access in Workspace; he is getting and black screen most of the time and when trying again after closing his browsers he can open the illustration page but cannot product a report.
Sending picture of both errors.
 YANN BOCHUD
yann.bochud@sryb.ca
(450) 928-0239
F2238

When trying to produce report.
 


When trying to access Canada life illustration page
 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ----------------------------------

Hello Yann,

I am reaching out from Workspace Support regarding the Web Illustrator error that you were getting on Friday. There was a known issue with the program that has since been resolved and I wanted to follow up to make sure you are not having any further access issues. Please let me know if you are still getting an error in accessing the program or if there is anything else we can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T13:48:57.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-21T13:30:35.000+0000,005OH00000AZ3ZxYAL,2025-11-24T19:07:14.000+0000,005OH000006wv2TYAQ,2025-12-13T02:01:18.000+0000,(450)928-0239,(450) 928-0239,yann.bochud@sryb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPrvNYAS,False,,23929631,0030A0000029foDQAQ,0010A000002w3tbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Web Illustration error - INC1865381,Medium,"*** DDS 26NOV2025 ***
INC closed as resolved same day, user was contacted, closing case
*** DDS Nov 21st, 2025 ***
Web Illustration opens with an html code on the page, looks like a dev error. Escalated by Jennifer to get it resolved. - INC1865381
=================
Good morning Brian,

It was a pleasure speaking with you today and helping you access Web Illustration.

During our call I captured the error screen that appears and escalated the issue with our Level 2 support to get this resolved quickly. As soon as they get an answer they will follow up with you to confirm that Web Illustration works correctly again.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-26T18:51:07.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T13:07:55.000+0000,005OH00000AbJ7aYAF,2025-11-26T18:51:07.000+0000,005OH000006wv2TYAQ,2025-12-13T02:02:59.000+0000,(902)894-5433,,brian.murphy@pei.sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPsugYAC,False,,23929742,0030A0000029n9LQAQ,0010A000002wA32QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Client completed the questionnaire link and sent it back but now advisor does not see this on his end. Its been a few days. Followed KB0023158 - INC1865422
===================================
Hello Grattan, 

Thank you for contacting Workspace Support. It is our pleasure in investigating further what happened regarding you not receiving a confirmation email that the Simple Protect questionnaire had been completed and signed by the client. 

We have escalated this to our back-end team for further investigation and will be in contact with you as soon as we have a response. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-02-04T19:40:33.000+0000,False,False,005OH00000BFQFGYA5,2025-11-21T13:17:06.000+0000,005OH00000BFQFGYA5,2026-02-04T19:40:33.000+0000,005OH00000BFQFGYA5,2026-02-04T19:40:33.000+0000,(506)857-8055,(506) 644-8450,grattan.cosman@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPswJYAS,False,,23931226,0035o000006ENvIAAW,0015o000006jZYjAAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Boopathy,

Our team has received your request to provide Client Listings report for Advisor code E2721. 
Please note there are no clients listed as of 31 October 2025. 
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Please handle accordingly.  No response to Contact Centre is required.

Advisor name: BOOPATHY SRINIVASAN
Advisor code(s): E2721
First and last name of caller: BOOPATHY SRINIVASAN
Relationship to advisor: Self
Advisor's language of preference: English
Caller's email: boopathy.srinivasan@outlook.com 

***********************************************************************************************
Notes:

Please provide the client listing for the advisor codes above.

Thanks,



Kelly Hendriks (She/her) 
Policy Analyst | Insurance Operations, In-Force Policy 
Analyste | Exploitation Assurance, Polices en vigueur

kelly.hendriks@canadalife.com  |  Toll Free: 1-888-252-1847 | Toll-free/Téléphone sans frais: 1-888-252-1847

 


Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T14:16:11.000+0000,False,False,005OH0000088z1hYAA,2025-11-21T14:16:11.000+0000,005OH0000088z1hYAA,2025-11-21T14:20:52.000+0000,005OH0000088z1hYAA,2025-11-21T14:20:52.000+0000,(647)205-2129,,boopathy.srinivasan@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPvCcYAK,False,,23929870,0030A0000029Xi2QAE,0010A000002vxEsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Oops something went wrong error code Slate - INC1865395,Medium,"*** DDS 27NOv2025 ***
2 f/u emails sent, closing

*** DDS 20NOV2025 ***

INC1865395 submitted

*** DDS 21NOV2025 ***

The user is attempting to edit the application below and they are getting 'Oops - SLATE' error. Can you please investigate?

Full Name: ARTHUR A PEARCE
User ID: METROARTPEARCE@clext
Advisor commission code: 46578
Email: apearce@ns.sympatico.ca
Phone: 902-471-2329
Application number: 60911300-6
Error code/colour: SLATE
Application type - PAR
{please attach a screen shot of the full screen with the error} - please see atached

Thank you!
----------------------------------
Advisor was unable to access and edit an application they had started in simple protect. called assist line and escalated the issue to a technical support team to investigate the error and resolve the problem as soon as possible. Gathered details about the application type and the customer's advisor code to submit a ticket. Informed the customer that they would receive an update once the issue is resolved, but could not provide a specific timeline for the resolution.

---------------------------EMAIL CHAIN
Good morning Arthur,

I wanted to follow up with you regarding the email below. Don’t hesitate to reach out to our team if you are still experiencing issues with Simple Protect or if there is anything else we can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: CL Workspace Support 
Sent: November 25, 2025 11:55 AM
To: 'apearce@ns.sympatico.ca' <apearce@ns.sympatico.ca>
Subject: RE: Simple Protect error - C23929870/INC1865395

Hello Arthur,

I have heard back from our Digital Hub team regarding application 60911300-6, and they have advised that the application is missing the party Rider coverage information. The team has applied a fix, please add coverage information for partyRider and advise if you are able to submit the application. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Arthur,

Thank you for contacting Workspace Support this morning regarding the ‘Oops something went wrong SLATE’ error that you were getting when attempting to edit application 60911300-6. We have escalated the issue to our Digital Hub team for investigation and will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T13:46:36.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T13:28:48.000+0000,005OH00000BFiyTYAT,2025-11-27T12:57:26.000+0000,005OH000006wv2TYAQ,2025-11-27T12:57:26.000+0000,(902)482-0918,(902) 471-2329,apearce@ns.sympatico.ca,(902)832-0239,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPw0eYAC,False,,23931033,0030A0000029dvOQAQ,0010A000002w2LdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support-RESET MFA,Medium,"**DDS**11/21/2025
user called he has used his workspace account for a long he was required to cahnge his password and he does not remember which authenticator was link.
After authenticated user, reset mfa and connected successfully.
EMAIl============
Bonjour Phillip,

Merci d’avoir contacté le support de l’espace concernant votre soucis, J'ai vraiment apprécié notre échange.

Lors de notre appel d’aujourd’hui, nous avons réinitialisé votre authentificateur et connecté l’application Microsoft Authenticator.

vous avez pu vous connecter à l’espace de travail et accéder à votre compte avec succès

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T14:28:13.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-21T14:10:43.000+0000,005OH00000AZ3ZxYAL,2025-11-21T14:28:13.000+0000,005OH00000AZ3ZxYAL,2025-11-21T14:28:13.000+0000,(418)929-9643,,philippe.gingras@gingrasgp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPyGwYAK,False,,23930188,003G0000018f77XIAQ,0010A000002wPArQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Tried to complete CRM data extraction, advisor does not know what her Microsoft 365 enterprise password was and we were unable to reset since it is a company controlled email. Referred back to company to obtain new password. Provided guide here: 
https://www.acp.canadalife.com/content/dam/advisors/documents/technology/job-aid/en_ca/downloading-crm-data-extract-job-aid-en.pdf
==================================
Hello Joyce, 

Thank you for contacting Workspace Support. It was our pleasure in trying to help you download the CRM data extract. Though we hit a little road bump with the Microsoft 365 Password, we can continue full-speed ahead once you have this information. 

I have attached a step-by-step guide to how to extract the CRM data successfully here. If you have any trouble, please feel to respond to this email or call us back! 

Your voice matters! Let us know what you thought about the quality of service provided by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T14:16:23.000+0000,False,False,005OH00000BFQFGYA5,2025-11-21T13:41:39.000+0000,005OH00000BFQFGYA5,2025-11-21T14:16:24.000+0000,005OH00000BFQFGYA5,2025-11-21T14:16:24.000+0000,(519)992-7282,(519) 992-7282* call this,jlee@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPyiWYAS,False,,23935067,0030A0000029iTNQAY,0010A000002w6CAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Blocked application in NB App,Medium,"*** DDS Nov 21st, 2025 ***
Helped user get back into Workspace since username was blocked. Reset password, got him in and then helped with application blocked. Followed KB0023222.
===============
Bonjour Éric,

C’était un plaisir de vous parler aujourd’hui et de vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, j’ai débloqué votre nom d’utilisateur et je vous ai aidé à réinitialiser votre mot de passe pour accéder à votre compte. Au final vous vous êtes connecté avec succès.

Pour le problème de questionnaire bloqué, quand le check vert apparaît à gauche, les options de sauvegarde seront grisées car le choix a déjà été fait. Vous pourrez donc cliquer sur « Questionnaire » pour continuer la proposition.

 

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-21T16:04:46.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T15:43:13.000+0000,005OH00000AbJ7aYAF,2025-11-21T16:04:47.000+0000,005OH00000AbJ7aYAF,2025-11-21T16:04:47.000+0000,(514)655-8313,514-655-8313,e.wells@groupewells.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gPytdYAC,False,,23930177,0031600002C4mznAAB,0010A000002wN6lQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace signin,Medium,"*** DDS Nov 21st, 2025 ***
User had account locked. I unlocked it, she reset her password and accessed her account successfully.
================
Good morning Fengyi,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call I unlocked your account and helped you reset your password. In the end, you were able to long in successfully.

If you have any questions, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-21T13:54:30.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T13:41:22.000+0000,005OH00000AbJ7aYAF,2025-11-21T13:54:30.000+0000,005OH00000AbJ7aYAF,2025-11-21T13:54:30.000+0000,(604)438-1232,(778) 227-5888,flora.yang@ccigfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ0h2YAC,False,,23933839,0030A0000029a1tQAA,0010A000002vzFtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,workspace registration,Medium,"Caller's Name: Heather Salfarlie
Advisor or support staff: Advisor support
Advisor Code: 69189
Advisor Name: ERICA TENNENBAUM - national account.	
Phone: 
Email: heather.salfarlie@rbc.com		
1. Siebel verification: verified advisors info.
2. Last Login to Workspace: n/a
Issue: trying to access workspace, already did step 1/into step 2, re-set the password

Can't do logmein/RBC doesn't allow. 
heathersalfarlie is the user id she created Wednesday not sure what time. she re-set the password today and was trying to sign into workspace with this.

heathersalfarlie@clext is active. 
TPA is seen in Siebel too.

had her register for Workspace now, she was successful. had her sign in, as Erica is a national account, it sent a 5 digit code to her. she was able to sign in ok.
advised her to allow upto 48hrs before she can see Erica's book of business.

--------------------------------------***DDS  11/21/2025***--------------------------
Hello Heather, 

Thank you for contacting Workspace Support today regarding registering for Workspace access. 

It was a pleasure speaking to you and helping you through this process.

As discussed, you just created your User ID heathersalfarlie@clext Wednesday. 

I guided you to now register for Workspace. You completed registration and was able to sign into Workspace. 

As the advisor Erica is a national account, your verification method will be the 5-digit code that’s emailed to you each time you sign into Workspace and so if you do not have access to your email, you will not be able to complete verification to sign in. 

Please also allow up to 48hrs before you can access Erica’s book of business in Workspace.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T15:42:21.000+0000,False,False,005OH00000AUS7aYAH,2025-11-21T15:17:41.000+0000,005OH00000AUS7aYAH,2025-11-21T15:42:21.000+0000,005OH00000AUS7aYAH,2025-11-21T15:42:21.000+0000,(519)621-6994,,,(519)621-8561,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ4EJYA0,False,,23932784,003OH00000XXA7KYAX,001OH00000fjWPYYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T14:56:22.000+0000,False,False,005OH000007fgYjYAI,2025-11-21T14:56:22.000+0000,005OH000007fgYjYAI,2025-11-21T14:56:22.000+0000,005OH000007fgYjYAI,2025-11-21T14:56:23.000+0000,(438)501-9821,,stefany444@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ5OzYAK,False,,23936637,0030A000004VizlQAC,0010A000005HrnPQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace signin,Medium,"*** DDS Nov 21st, 2025 ***
User has issues accessing account. So we reset MFA with Microsoft Authenticator and sign in.
==================
Good morning Anil,

It was a pleasure speaking with you today and helping you connect the Microsoft Authenticator App to your Workspace account.

During our call I disconnected the previous connected authenticator and helped you connect to the Microsoft Authenticator. In the end you were able to sign in successfully.

I’m glad I was able to assist you today connecting to your account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T16:41:29.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T16:12:44.000+0000,005OH00000AbJ7aYAF,2025-11-21T16:41:29.000+0000,005OH00000AbJ7aYAF,2025-11-21T16:41:29.000+0000,(683)307-0707,,anil@omfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ5qJYAS,False,,23931903,003G0000018f7UJIAY,0010A000002wPagQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T14:35:26.000+0000,False,False,0050A000000WjqvQAC,2025-11-21T14:35:26.000+0000,0050A000000WjqvQAC,2025-11-21T14:35:26.000+0000,0050A000000WjqvQAC,2025-11-21T14:35:26.000+0000,(613) 835-2439,(613) 795-1694,paulboyerfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ6mMYAS,False,,23931908,0030A000003yaHeQAI,0010A000004kJvSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T14:35:32.000+0000,False,False,0050A000001o2WeQAI,2025-11-21T14:35:32.000+0000,0050A000001o2WeQAI,2025-11-21T14:35:32.000+0000,0050A000001o2WeQAI,2025-11-21T14:35:32.000+0000,(506)874-1072,,annette@apfinancialservices.ca,(506)386-7877,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ72VYAS,False,,23931492,0031600002ISxAiAAL,0010A000002wNN4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Nov 21st, 2025 ***
User wanted to create a username, turns out it already exists, so encouraged to send a DM email to confirm it and then call us to reset password.
================
Good morning Nicholas,

It was a pleasure speaking with you today about your MGA Workspace account registration.

You already have created a username (RepNetID) linked to the activation code in the email you received. If you don’t remember it, you can send an email with your full name and advisor code to distribution_methodology@canadalife.com to confirm it.

Once you have it, you will have to call us back so we can reset the password for you since it is linked to an old email address. We will then be able to finish the registration process together.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T14:45:20.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T14:24:10.000+0000,005OH00000AbJ7aYAF,2025-11-21T14:45:20.000+0000,005OH00000AbJ7aYAF,2025-11-21T14:45:20.000+0000,(613)267-3550,(613) 539-0465,nicholas@twealthsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ791YAC,False,,23932969,003OH00000MFQwnYAH,001OH00000R27KaYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:00:11.000+0000,False,False,005OH000007fgYjYAI,2025-11-21T15:00:11.000+0000,005OH000007fgYjYAI,2025-11-21T15:00:11.000+0000,005OH000007fgYjYAI,2025-11-21T15:00:11.000+0000,(438)868-0481,,youri.ronai-hird@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ7CGYA0,False,,23936765,003G0000018f74yIAA,0010A000002wP8IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,product illustrator access,True,2025-11-21T16:36:43.000+0000,False,False,005OH00000BGf2TYAT,2025-11-21T16:15:11.000+0000,005OH00000BGf2TYAT,2025-11-21T16:36:44.000+0000,005OH00000BGf2TYAT,2025-11-21T16:36:44.000+0000,(514)568-3248,,amanda.ciccone@acfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ7k9YAC,False,,23933591,003G0000018f6psIAA,0010A000002wOrbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:13:16.000+0000,False,False,005OH00000245RQYAY,2025-11-21T15:13:16.000+0000,005OH00000245RQYAY,2025-11-21T15:13:16.000+0000,005OH00000245RQYAY,2025-11-21T15:13:16.000+0000,(514)262-8573,(514) 262-8573,quyen.tran@qtservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ86eYAC,False,,23933702,0030A000007UuVMQA0,0010A000008MlCvQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor thought they were missing policies within Workspace form financial Horizon , but I confirmed with them and assist that only CL policies are available.

********
Hi Seyed , thank you for contacting the workspace support today.

To recap our call, you were concerned about missing policies from financial Horizon as you received an email that explained you can access your client policies from financial horizon in workspace. The only policies that are available are Canada Life policies. Should you have any issues please let us know.



We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2026-01-29T15:04:54.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T15:15:15.000+0000,005OH00000BFQFCYA5,2026-01-29T15:05:00.000+0000,005OH00000BFQFCYA5,2026-01-29T15:05:00.000+0000,(514)617-3119,(514) 467-8491,abdollah.safavi@safavifinancial.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ89tYAC,False,,23933975,003G0000018f6sqIAA,0010A000002wOuZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Sent email to DM to obtain UserID - following KB0022055  
=============================
Hello Peter, 

Thank you for contacting Workspace Support. It was a pleasure in helping you gain access to your Advisor Solutions account. 

But we are still waiting for the UserID from our team at Distribution Methodology. As soon as you receive it, feel free to respond to this email so we can set up a time to finish registering for your MGA Workspace account.

If you are feeling gutsy, I have attached the guide here on registering for RepNet and Workspace.   

Your voice matters. Let us know what you thought about the service offered today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T15:55:05.000+0000,False,False,005OH00000BFQFGYA5,2025-11-21T15:20:21.000+0000,005OH00000BFQFGYA5,2025-11-21T15:55:05.000+0000,005OH00000BFQFGYA5,2025-11-21T15:55:05.000+0000,(705)345-2898,,peter@mageefinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQ9VjYAK,False,,23932355,0030A0000029oDzQAI,0010A000002wAunQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T14:46:27.000+0000,False,False,005OH000004oiYEYAY,2025-11-21T14:46:27.000+0000,005OH000004oiYEYAY,2025-11-21T14:46:27.000+0000,005OH000004oiYEYAY,2025-11-21T14:46:27.000+0000,(519)770-5818,,cherie@deegfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQAIAYA4,False,,23934070,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workpsace support-password reset and isam unlocked.,Medium,"user has issue with password reset, she tried several time which locked her account.
she is dual citizen and has issue with accessing both account.
Authenticated her reset her password.
she was able to log in succesfully.
EMAIl=========
Bonjour Trannga,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis de l’espace affaire, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé à la fois votre mot de passe de compte mga et l’ADSL.

Nous avons reconnecté votre application d’authentification avec l’application Microsoft Authenticator et nous avons pu nous connecter avec succès.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T16:59:38.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-21T15:22:29.000+0000,005OH00000AZ3ZxYAL,2025-11-21T16:59:38.000+0000,005OH00000AZ3ZxYAL,2025-11-21T16:59:38.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQBECYA4,False,,23932274,003OH000007PhIoYAK,001OH0000098UFFYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T14:44:28.000+0000,False,False,005OH000004oiYEYAY,2025-11-21T14:44:28.000+0000,005OH000004oiYEYAY,2025-11-21T14:44:28.000+0000,005OH000004oiYEYAY,2025-11-21T14:44:28.000+0000,(416)722-8675,,nav@randhawainsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQCAEYA4,False,,23935803,003G0000018f6rdIAA,0010A000002wOtNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,"Hello Tammy,

Our team has received your request from Wealth Operations to provide Client Listings report for Advisor code LL29052 (F2591, F2592). Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Tammy,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
VEKRHQHMEU
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



















Good afternoon!

Please provide a book of business report for Tammy Richmond, LL29052.

Thank you,
Victoria Maiolo
Senior Customer Service Specialist
Wealth Operations, Individual Customer, Savings, T424-5B
Phone: (226) 242-4324
Fax: 1-877-814-6492
victoria.maiolo@canadalife.com

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-21T15:57:18.000+0000,False,False,005OH0000088z1hYAA,2025-11-21T15:57:18.000+0000,005OH0000088z1hYAA,2025-11-21T16:04:54.000+0000,005OH0000088z1hYAA,2025-11-21T16:04:54.000+0000,(306)653-3515X4,(306) 380-4947,tammy.richmond@soterragroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQCqBYAW,False,,23936186,003G0000018f6efIAA,0010A000002wOchQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T16:04:40.000+0000,False,False,005OH000002N6huYAC,2025-11-21T16:04:40.000+0000,005OH000002N6huYAC,2025-11-21T16:04:41.000+0000,005OH000002N6huYAC,2025-11-21T16:04:41.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQCvKYAW,False,,23940370,0030A0000029b95QAA,0010A000002w0AzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:17:08.000+0000,False,False,0055o000002DK5fAAG,2025-11-21T17:17:08.000+0000,0055o000002DK5fAAG,2025-11-21T17:17:09.000+0000,0055o000002DK5fAAG,2025-11-21T17:17:09.000+0000,(416)737-6264,4167376264,maganraj@hotmail.com,(416)495-7611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQE2TYAW,False,,23934116,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:23:42.000+0000,False,False,005OH000004pk06YAA,2025-11-21T15:23:42.000+0000,005OH000004pk06YAA,2025-11-21T15:23:43.000+0000,005OH000004pk06YAA,2025-11-21T15:23:43.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQHwNYAW,False,,23937310,0030A000004HjGwQAK,0010A0000052mWGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor have issues signing onto workspace after too many log in attempts we did a remote session and I followed. KB0020561 
*********
Hi Samuel , thank you for contacting the workspace support today.

To recap our call, you were having troubles logging into Workspace we did a remote log me in session, I did some troubleshooting, and we were still getting an error I managed to assist you with resetting your password and connecting your authenticator. If you have any issues, please let me know.",True,2025-11-21T16:40:26.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T16:25:23.000+0000,005OH00000BFQFCYA5,2025-11-21T16:46:25.000+0000,005OH00000BFQFCYA5,2025-11-21T16:46:25.000+0000,(514)276-3555,,sam@sposen.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQL3wYAG,False,,23936282,0030A00000BZscUQAT,0010A00000CA2vxQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor could not pass authentication.
****
Hi Syed , thank you for contacting the workspace support today.

To recap our call, you wanted assistance with a policy however , you could not successfully pass authentication. Our goal is to make doing business with us as easy as possible while keeping your account secure. Once you can provide the correct information, we would be happy to assist you with any issues you may have.",True,2025-11-21T16:24:42.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T16:06:24.000+0000,005OH00000BFQFCYA5,2025-11-21T16:25:05.000+0000,005OH00000BFQFCYA5,2025-11-21T16:25:05.000+0000,(416)860-1668,,akhtar.syed@ig.ca,(416)860-1478,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQLNFYA4,False,,23936183,0030A0000029eouQAA,0010A000002w34bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T16:04:37.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T16:04:37.000+0000,005G0000002gxxjIAA,2025-11-21T16:04:37.000+0000,005G0000002gxxjIAA,2025-11-21T16:04:37.000+0000,(514)923-9188,,jian_adv@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQLewYAG,False,,23934818,0030A0000029f2gQAA,0010A000002w3GbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Laura,

As mentioned in my previous email, please see below for your password-protected Excel file:
Z8MD39BUQN

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Laura,

Please find the attached file of Wealth and Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.

Please note this is our most up-to-date reporting format available to us to source data. 

We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hello Team,

Please could you assist.

Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com> 
Sent: Thursday, November 13, 2025 10:39 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: [EXT] FW: Policy Listing

 
________________________________________
From: Laura Dear <laura@cordisfinancial.ca>
Sent: Thursday, November 13, 2025 4:38:40 PM (UTC+00:00) Monrovia, Reykjavik
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: [EXT] FW: Policy Listing
Hello, I am trying to transfer and/or sell a portion of my block to a new advisor. I asked my MGA a while back to get me a listing of annual commissions by policy number. To date, nothing has transpired. Can you please provide this information. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hello,
 
I am trying to transfer and/or sell a portion of my block to a new advisor.  I asked my MGA a while back to get me a listing of annual commissions by policy number.  To date, nothing has transpired.  Can you please provide this information.
 
My codes are:
 
99245
E3117
3449 F3000
B2408
 
I think that’s all of them but if there are others, please provide them.
 
Thank you,
 
 
Laura Dear, BSc, CFP, CLU, CHS
Certified Financial Planner
Cordis Financial Inc.
10563 – 172 Street NW
Edmonton, Alberta
T5S 1P1
P: 780-945-2886
F: 780-443-4129
www.cordisfinancial.ca
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe ‘ in the subject line. 
Proud Member of Advocis
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-21T15:37:50.000+0000,False,False,005OH0000071DK9YAM,2025-11-21T15:37:50.000+0000,005OH0000071DK9YAM,2025-11-21T15:37:50.000+0000,005OH0000071DK9YAM,2025-11-21T15:37:50.000+0000,(780)945-2886,,laura@cordisfinancial.ca,(780)443-4129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQM81YAG,False,,23934888,0030A0000029W49QAE,0010A000002vvumQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:39:14.000+0000,False,False,005OH0000084GETYA2,2025-11-21T15:39:14.000+0000,005OH0000084GETYA2,2025-11-21T15:39:15.000+0000,005OH0000084GETYA2,2025-11-21T15:39:15.000+0000,(905)513-9139,(647) 534-1234,yauymcat@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQN2RYAW,False,,23933790,003G0000018f7ocIAA,0010A000002wPv4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"***DDS(Nov 21)
Direct Link sent to user

*** DDS 21NOV2025 ***

L2 -re-activated link:
""https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=e451725f-fd06-4b20-a93c-7f908c311231""

""Grenier|G8L4C4|31/01/1977""

*** DDS Nov 21st, 2025 ***
Button to change email and resend link does not work for application 60919960-1. Jennifer will send new link above to the advisor so they can move forward.
=============

Bonjour Jean-Francois,
Voici un lien de signature direct que vous pouvez fournir à votre client pour que cela soit complété.
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=e451725f-fd06-4b20-a93c-7f908c311231%22
et voici les informations dont il aura besoin pour répondre:
Nom: Grenier
Code postale: G8L4C4
Date de naissance: 31/01/1977
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.
Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à workspacesupport@canadalife.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.

Merci, 
Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-888-999-4516  
C: Soutien_EspaceAffaires@canadavie.com
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




Bonjour Jean-Francois,

C’était un plaisir de vous parler aujourd’hui au sujet de l’incapacité à changer l’email pour envoyer la proposition 60919960-1.

Ma personne de support au niveau 2 vous enverra très rapidement un nouveau lien pour la proposition pour ensuite l’envoyer au client. 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-11-21T16:06:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T15:16:52.000+0000,005OH00000AbJ7aYAF,2025-11-21T16:13:30.000+0000,005OH000001yNnZYAU,2025-11-21T16:13:30.000+0000,(418)590-2361,(418) 590-2361,jffournierass@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQOD8YAO,False,,23938529,003G0000018f7wYIAQ,0010A000002wQ2jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM download issue,Medium,"*** DDS 12NOV2025 ***

Has TSP Michelle Lee, did logmein session with user, downloaded 7-zip, getting stuck at Microsoft 365 password
cleared cache and cookies, 

warm transferred to TSP

---------------------------------EMAIL CHAIN:
Hello Monica,

Thank you for contacting Workspace Support today regarding downloading your CRM extract. It was a pleasure speaking with you! As we discussed on our call, I have attached the resource guide outlining how to download and verify your CRM data. To recap, we did a logmein session, you were able to download and install 7-zip, however you were getting stuck at the authentication step when entering your Microsoft 365 password. @Lee, Michelle Can you please reach out to Monica to assist with the issue that she is experiencing in trying to authenticate?

 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T17:18:25.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T16:45:06.000+0000,005OH000006wv2TYAQ,2025-11-21T17:18:25.000+0000,005OH000006wv2TYAQ,2025-11-21T17:18:25.000+0000,(519)966-3400,(416) 518-2828,monica_boon@sympatico.ca,(519)739-1498,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQP4GYAW,False,,23934397,0030A000009MFyQQAW,0010A00000AOLamQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:29:46.000+0000,False,False,005OH00000AdAzSYAV,2025-11-21T15:29:46.000+0000,005OH00000AdAzSYAV,2025-11-21T15:29:47.000+0000,005OH00000AdAzSYAV,2025-11-21T15:29:47.000+0000,(519)771-2017,(519) 771-2017,april.wilcox@lyfestylefinancial.ca,(519)578-2121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQPSPYA4,False,,23933911,003G0000018f73NIAQ,0010A000002wP6hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:19:06.000+0000,False,False,005OH00000245RQYAY,2025-11-21T15:19:06.000+0000,005OH00000245RQYAY,2025-11-21T15:19:06.000+0000,005OH00000245RQYAY,2025-11-21T15:19:06.000+0000,(450)376-4363,5142990100,martin@sfmartinboileau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQQMuYAO,False,,23934406,0035o000006npyqAAA,0015o000007OtPwAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:30:03.000+0000,False,False,0055o000001h4cFAAQ,2025-11-21T15:30:03.000+0000,0055o000001h4cFAAQ,2025-11-21T15:30:03.000+0000,0055o000001h4cFAAQ,2025-11-21T15:30:03.000+0000,(204)925-7420X7405,(204)925-7420,ronald.waterman@investdfsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQR7fYAG,False,,23934188,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:25:27.000+0000,False,False,005OH00000AdAzSYAV,2025-11-21T15:25:27.000+0000,005OH00000AdAzSYAV,2025-11-21T15:25:27.000+0000,005OH00000AdAzSYAV,2025-11-21T15:25:27.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQRijYAG,False,,23934094,003OH00000C2za7YAB,001OH00000ETN4YYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:23:20.000+0000,False,False,005OH000004oiYEYAY,2025-11-21T15:23:20.000+0000,005OH000004oiYEYAY,2025-11-21T15:23:20.000+0000,005OH000004oiYEYAY,2025-11-21T15:23:20.000+0000,(416)671-4087,,palmfinancialsolutions@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQSi1YAG,False,,23934328,003OH000009cbUSYAY,001OH00000BgnPSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:28:20.000+0000,False,False,005G0000002gyDJIAY,2025-11-21T15:28:20.000+0000,005G0000002gyDJIAY,2025-11-21T15:28:21.000+0000,005G0000002gyDJIAY,2025-11-21T15:28:21.000+0000,(204)955-4700,,bonnie@newoutlook.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQSq9YAG,False,,23937105,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T16:21:35.000+0000,False,False,005OH000004oiYEYAY,2025-11-21T16:21:35.000+0000,005OH000004oiYEYAY,2025-11-21T16:21:35.000+0000,005OH000004oiYEYAY,2025-11-21T16:21:35.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQSy9YAG,False,,23934366,0030A0000029guSQAQ,0010A000002w4rZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T15:29:08.000+0000,False,False,005OH0000084GETYA2,2025-11-21T15:29:08.000+0000,005OH0000084GETYA2,2025-11-21T15:29:08.000+0000,005OH0000084GETYA2,2025-11-21T15:29:08.000+0000,(905)513-9139,4164028666,hskfong888@yahoo.com,(905)294-7281,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQUNPYA4,False,,23942444,0030A0000029oNvQAI,0010A000002wB2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:52:08.000+0000,False,False,005OH000005URvxYAG,2025-11-21T17:52:08.000+0000,005OH000005URvxYAG,2025-11-21T17:52:09.000+0000,005OH000005URvxYAG,2025-11-21T17:52:09.000+0000,(780)420-6633,(780) 990-9178,jimrey@telus.net,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQXeWYAW,False,,23938499,0030A0000029jkpQAA,0010A000002w7DCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User having issue with banking format in Simple Protect,Medium,"Send him the format sheet, works fine now

***EMAILS
Hello James,

Thank you for contacting Workspace Support regarding your issue with entering the banking information on a Simple Protect application.

As discussed on our call, we’ve sent you the format cheat sheet and you were able to complete entering the banking information without issue. Please let us know if you have any other questions or issues regarding Workspace and we’ll gladly assist. 

If you have a moment, we would greatly appreciate if you could please take a few seconds and fill out our survey. It is very short and provides us much needed feedback for the platform.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.
Jonathan V
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
   

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T16:57:49.000+0000,False,False,005OH000001yNnZYAU,2025-11-21T16:44:27.000+0000,005OH000001yNnZYAU,2025-11-21T17:21:52.000+0000,005OH000001yNnZYAU,2025-11-21T17:21:52.000+0000,(709)689-2755,,jim@gfin.ca,(888)841-5018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnZYAU,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQYdpYAG,False,,23939571,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-11-21T17:07:03.000+0000,False,False,005OH000006uyEBYAY,2025-11-21T17:03:28.000+0000,005OH000006uyEBYAY,2025-11-21T17:07:03.000+0000,005OH000006uyEBYAY,2025-11-21T17:07:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQYfNYAW,False,,23935322,0030A0000029V38QAE,0010A000002vv5YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration,Medium,"User is trying to go into Product Illustration, but is being required to install the new version (KB0023323) ""Error; VBA support library not installed"". Once the Product Illustration was downloaded the user tried to sign in, but forgot password and was trying to self guide to reset password. 

User needed to go, and could not stay on the call. 


Email: Philip MacDonald 
Code: 24869
Email: phil@cgordoncapital.ca 

*************************************************************
Good morning, Phillip
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
I am glad you were able to download the new version of Product Illustration. In terms of signing into your account and resetting the password please provide a time and date you are available in which I can schedule a call back! Or you can call the same number for assistance. 
 
If you have any questions or need further assistance, we’re here to help. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T15:59:38.000+0000,False,False,005OH00000BG5v4YAD,2025-11-21T15:48:15.000+0000,005OH00000BG5v4YAD,2025-11-21T16:23:07.000+0000,005OH00000BG5v4YAD,2025-12-13T02:02:09.000+0000,(902)371-5998,,phil@cgordoncapital.ca,(902)564-9276,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQauFYAS,False,,23938135,0031600002bWBaVAAW,0010A000002wOJ6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Creating a report for advisor
report created:
Hello John,

This has been resolved now.

Please let me know if there is anything else. 


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: John Lysack <john.lysack@hudsonwealth.ca> 
Sent: November 25, 2025 9:56 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bellman, Janis <janis.bellman@hudsonwealth.ca>
Subject: [EXT] Re: Creating a Report - 23938135

Hello Precious, Thank you for updating the report—it looks much better now. I realize I may have forgotten to mention that we also need the city included in the report. Could you please add that column as well? Janis, can you confirm that this
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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Hello Precious,

Thank you for updating the report—it looks much better now. I realize I may have forgotten to mention that we also need the city included in the report. Could you please add that column as well?

Janis, can you confirm that this update aligns with what you need too?

Thanks again for your assistance.

Regards, 



 


 
Scheduled time off: 

Dec 8th & 9th 
Dec 24th to Jan 6th 	John Lysack, CHS
Financial Advisor and Investment Representative
 
Direct: 437-294-9465
Main: 905-769-0460
Toll Free: 888-887-6545
Email: john.lysack@hudsonwealth.ca
 
120 Adelaide St. W., suite 2500
Toronto, ON  M5H 1T1
 
www.HudsonWealth.ca
 
         
Proud supporter of Spinal Cord Injury Ontario and Ontario Brain Injury Association
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: November 24, 2025 2:57 PM
To: John Lysack <john.lysack@hudsonwealth.ca>
Subject: RE: Creating a Report - 23938135 
 
Hello John,
 
Thank you for getting back to me with those two client examples. That was very helpful.
 
I was able to look through those clients as an example and saw that the address information is saved differently (missing ‘main address’ on their client details page) for some of your clients. I have added more columns as a work around. Please note that the report might have fields that seem to be showing identical address information for some clients. However, it is the fix for those clients whose address was not saved under the ‘main address’ field.
 
Some clients still do not have any address listed for them. I tried to do a manual search but could not find them in your client’s list. Please advise if this is an issue that needs to be escalated.  
 
Please look at the updated report and let me know if you have any more questions. I will be happy to assist you,
 
Thank you for your patience while I worked to resolve this for you.
 
 
I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: John Lysack <john.lysack@hudsonwealth.ca> 
Sent: November 24, 2025 9:11 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Creating a Report - 23938135
 
Hi Precious, There must be an error in the data you have selected. I cannot give you a list of all the names because there is so many missing. For example 3 of 4 in the first lines have addresses. Please let me know when it is fixed. Scheduled
Hi Precious, 
 
There must be an error in the data you have selected. I cannot give you a list of all the names because there is so many missing.  For example 3 of 4  in the first lines have addresses.  Please let me know when it is fixed. 
 
 
 
 
 
 
 
 
 
 
 
Scheduled time off: 
 
Dec 8th & 9th 
Dec 24th to Jan 6th 	John Lysack, CHS
Financial Advisor and Investment Representative
 
Direct: 437-294-9465
Main: 905-769-0460
Toll Free: 888-887-6545
Email: john.lysack@hudsonwealth.ca
 
120 Adelaide St. W., suite 2500
Toronto, ON  M5H 1T1
 
www.HudsonWealth.ca
 
         
Proud supporter of Spinal Cord Injury Ontario and Ontario Brain Injury Association
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: November 21, 2025 5:11 PM
To: John Lysack <john.lysack@hudsonwealth.ca>
Subject: RE: Creating a Report - 23938135 
 
Hello John,
 
Thankyou for letting me know. 
 
I have gone in to add columns for the country and contact ID as you requested. Additionally, the information is pulled from what is available on your workspace account and I included all accounts on file. Please advise if there are specific accounts missing on your workspace so I can separately investigate that for you. 
 
 
I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: John Lysack <john.lysack@hudsonwealth.ca> 
Sent: November 21, 2025 3:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Bellman, Janis <janis.bellman@hudsonwealth.ca>
Subject: [EXT] Re: Creating a Report - 23938135
 
Hi Precious, Thank you for getting back to me. I have reviewed the report, and it is unsatisfactory. Can you add the country? Can you add the contact ID? Additionally, it only produces a few names. I am looking for all addresses. The goal is
Hi Precious, 
 
Thank you for getting back to me. I have reviewed the report, and it is unsatisfactory. 
 
Can you add the country? 
Can you add the contact ID? 
 
Additionally, it only produces a few names. I am looking for all addresses.
 
The goal is to import the data into our CRM. 
 
I have cc'd my colleague, Janis who is also looking for the same report.  Janis, please confirm. 
 
 
 
 
 
 
 
Scheduled time off: 
 
Dec 8th & 9th 
Dec 24th to Jan 6th 	John Lysack, CHS
Financial Advisor and Investment Representative
 
Direct: 437-294-9465
Main: 905-769-0460
Toll Free: 888-887-6545
Email: john.lysack@hudsonwealth.ca
 
120 Adelaide St. W., suite 2500
Toronto, ON  M5H 1T1
 
www.HudsonWealth.ca
 
         
Proud supporter of Spinal Cord Injury Ontario and Ontario Brain Injury Association
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: November 21, 2025 12:22 PM
To: John Lysack <john.lysack@hudsonwealth.ca>
Subject: Creating a Report - 23938135 
 
Hello John, 
 
Thank you for contacting Workspace Support earlier today to request a report.
 
As requested, I have created a report in your Workspace account that includes, account name, contact name, address information, and account ID. Please find the report in your ‘Recent’ tab or saved in your ‘Private Reports’ folder and let me know if there is anything that needs to be changed/adjusted.
 
Thank you for your patience.
 
 
I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T17:23:25.000+0000,False,False,005OH00000BGf2TYAT,2025-11-21T16:38:13.000+0000,005OH00000BGf2TYAT,2025-11-25T15:23:42.000+0000,005OH00000BGf2TYAT,2025-11-25T15:23:42.000+0000,(905)769-0460X705,(647) 403-4233,john.lysack@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQbLZYA0,False,,23937365,003OH000004f9hoYAA,001OH000005vQhIYAU,,,,,,,012OH000000ijW5YAI,Open,,Email,,Buy/Sell Changes not Reflecting in WS/IC,Medium,"ADSL Advisor, Jessica Nicole Sutton (Sub-Advisor F6473), reporting that WS and IC are not reflecting expected changes as ""processed by Field Buy/Sell"" (displaying Principal TPA ""James Collins"" as Account Owner in Workspace); asked user to verify when Field Buy/Sell sent confirmation email of changes being finalized and advised of 5-7 business TAT as per KB0015376; will continue escalation based on response 

Also Nov. 21st 2025 - User confirmed confirmation email was sent Nov. 12th 2025; logged into WS as both Jim (original Advisor) and Jessica, unable to see accounts in either WS account, sent email to Contracts & Comp to confirm AOR processing

Nov. 26th 2025 - Have not heard back from Contracts & Comp; logged in as Jessica again to confirm accounts are still not visible in WS, asked Jessica to provide full-page screenshots of what SHE sees in WS for these accounts *as of today*, will  then f/u with Contracts & Comp based on Jessica's response

Nov. 28th 2025 - Have not heard response from either Contacts & Comp or Jessica, sent f/u email offering support if still needed, am closing case for time-being

Dec. 1st 2025 - Jessica replied saying is still not resolved (provided partial screenshots), checked assets in SF and logged in to Jessica's WS account where she is listed as the Account Owner, asked Jessica to confirm exactly which accounts/assets are not displaying correctly with full-page screenshots so we can investigate further, offered quick connect via new protocol if easier

Dec. 3rd 2025 - Jessica reported duplicates in WS; reached out to Contract & Comp again to confirm AOR processing before escalating to L2

***EMAIL CHAIN***From: Workspace Support <WorkspaceSupport@canadalife.com> 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 11:27 AM
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Cc: Verberne, Monica <Monica.Verberne@canadalife.com>
Subject: RE: Fantegrossi - Buy/Sell Changes not Reflecting in WS/IC - SF Case #23937365

Hi Contracts & Comp,

Following up again - can you please confirm how these AORs were processed? 

Advisor Jessica Nicole Sutton (F6473) is reporting duplicates of individual policies (749890732, 749843665 and 749890731) still reflecting Advisor James “Jim” Collins (W5111) in Workspace. 

Corporate account 735743312 is only reflecting Jim (W5111) in Workspace. 

Jessica says she received a confirmation email from “Field Buy/Sell” on November 12th 2025 that the change from Jim to Jessica had been processed. 

(Also please note that all three personal accounts are reportedly reflecting Jessica in Investment Centre (@Verberne, Monica)).

We (Workspace Support) are unable to escalate this to our Digital Lab Team until we can confirm the AOR processing. Please advise if you can or confirm who is the appropriate team (i.e. Client Services). 

Thank you kindly!
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: December 2, 2025 6:35 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Verberne, Monica <Monica.Verberne@canadalife.com>
Subject: [EXT] RE: Fantegrossi - Buy/Sell Changes not Reflecting in WS/IC - SF Case #23937365

Hi Georgia,

It appears as though there is a duplicate of the individual plans – one under my name, one under Jim’s (previous screenshot). I see both names listed. The corporate accounts are still only showing under Jim.

 

Thanks,
Jessica
***
Sent: December 1, 2025 11:12 AM
To: Sutton, Jessica <jessica@navfinancial.ca>
Cc: Verberne, Monica <Monica.Verberne@canadalife.com>
Subject: RE: Fantegrossi - Buy/Sell Changes not Reflecting in WS/IC - SF Case #23937365

Hi Jessica,

Thank you for your reply! We would be happy to re-open this investigation to help get this resolved for you! 

When we log into your Workspace Account as of this morning, we can see that you are listed as the Account Owner for the Mark and Heather Fantegrossi accounts included in your screenshots:

  

Your original email listed four accounts: 

Corporate
•	735743312 

Personal 
•	749890732
•	749843665 
•	749890731 

Please let us know which Accounts/Assets are still not displaying your name as of today and we will confirm the AOR processing details with our back-end teams! 
(As above, please provide full-page screenshots of what you’re seeing in Workspace).  

Or, if easier, please don’t hesitate to reach out to us and we will be happy to walk through this together!

The Workspace Support team is available Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.  

We hope to hear from you soon! 

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
***
From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: November 28, 2025 5:53 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Verberne, Monica <Monica.Verberne@canadalife.com>
Subject: [EXT] RE: Fantegrossi - Buy/Sell Changes not Reflecting in WS/IC - SF Case #23937365

Hi Georgia,

Confirming the issue is still not resolved. I’ve attached are screenshots for reference. Account owner should list my name rather than James Collins. 

 
Thanks,
Jessica
***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 10:35 AM
To: Sutton, Jessica <jessica@navfinancial.ca>
Cc: Verberne, Monica <Monica.Verberne@canadalife.com>
Subject: RE: Fantegrossi - Buy/Sell Changes not Reflecting in WS/IC - SF Case #23937365

Hi Jessica,

This is Workspace Support – just confirming if you are still needing assistance regarding these four accounts please?
If the issue has been resolved, we will close the case. 

However, if you are still needing support, or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 

The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Take care, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 9:48 AM
To: Sutton, Jessica <jessica@navfinancial.ca>
Cc: Verberne, Monica <Monica.Verberne@canadalife.com>
Subject: RE: Fantegrossi - Buy/Sell Changes not Reflecting in WS/IC - SF Case #23937365

Hi Jessica,

This is Workspace Support. Thank you for your continued patience while we look into these accounts for you! 

If possible, could you please provide full-page screenshots of what you’re seeing in Workspace for these accounts as of today please? 

Thank you kindly! 

In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    


Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus

***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 21, 2025 9:28 AM
To: Sutton, Jessica <jessica@navfinancial.ca>
Cc: Verberne, Monica <Monica.Verberne@canadalife.com>; Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Subject: RE: Fantegrossi - Buy/Sell Changes not Reflecting in WS/IC - SF Case #23937365

Hi Jessica,

Thank you for reaching out to Workspace Support - we’d be happy to look further into this for you!
We understand that there are four policies (one corporate – 735743312, and three personal - 749890732, 749843665 and 749890731) that are not showing the expected Advisor in Workspace. 

For us to help you better, could you please verify when you received the confirmation email that this Buy/Sell was finalized and which Advisor codes were involved please? 

(Please note that it may take 5-7 business days from the date of this confirmation email for changes to reflect across all policies within Workspace). 

In the meantime, if you require further support, or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
***
From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: November 19, 2025 10:51 AM
To: Verberne, Monica <Monica.Verberne@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Subject: [EXT] RE: Fantegrossi

Hi Monica,

Their corp account 735743312 is still listed under Jim on both investment center and workspace.

Personal accounts 749890732, 749843665 and 749890731 are correct on investment center but incorrect on workspace.

@Workspace Support – can you please run with updating workspace & @Verberne, Monica run with investment center?

Thanks!
Jessica

Jessica Sutton, CFP
Chief Operating Officer & Advisor
303-1886 Oxford St. W., London, ON, N6K 0J8
P: 647.228.2411 | F: 519.850.5001",False,,False,False,005OH00000BFQFDYA5,2025-11-21T16:26:10.000+0000,005OH00000BFQFDYA5,2025-12-03T18:29:21.000+0000,005OH00000BFQFDYA5,2025-12-03T18:29:21.000+0000,(647)228-2411,,jessica@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQbv3YAC,False,,23937547,0030A0000029opJQAQ,0010A000002wBQ9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator issue,Medium,"****DDS****11/21/25 

User changed mobile phone, authenticated user and setup MFA on their new device with MS authenticator
User signed in successfully. 
 
============================================================================================= 
 
****Email Chain****

Bonjour Olivier,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur l’Espace Affaires.
Lors de notre appel, nous avons déconnecté l’authentificateur Microsoft et reconnecté un nouveau à votre compte Espace Affaires. Vous avez également pu vous connecter, déconnecter et reconnecter sur votre compte Espace Affaires avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T17:25:25.000+0000,False,False,005OH0000097FtCYAU,2025-11-21T16:29:01.000+0000,005OH0000097FtCYAU,2025-11-21T17:25:25.000+0000,005OH0000097FtCYAU,2025-11-21T17:25:25.000+0000,(514)918-9293,(514) 918-9293,oliddesilets@gmail.com,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQcPfYAK,False,,23936686,0030A000005Ui3DQAS,0010A000006EDFbQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T16:13:45.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T16:13:45.000+0000,005G0000002gxxjIAA,2025-11-21T16:13:45.000+0000,005G0000002gxxjIAA,2025-11-21T16:13:45.000+0000,(514)822-4270,(438) 978-5142,lucy.pires@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQczAYAS,False,,23936802,0030A0000029e6dQAA,0010A000002w2VzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setup MGA Workspace,Medium,"Caller's Name: John Maas
Advisor or support staff: Advisor 
Advisor Code: H9040 MGA. OLD CODE W1057
Advisor Name:	
Phone: (902) 293-2211
Email: john@dhrobertsfinancial.ca		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: new MGA workspace access.
User ID is CASE9999 is what he created. 

FINDINGS: case9999@clext IS ACTIVE IN ISAM
SF MGA PROFILE SHOWS TESTDUMMY EMAIL.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001nPLGAA2%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HDpDAAW%26cntc%3D0035o000004HDpDAAW%26id%3D0055o000001nPLGAA2


RESOLUTION: 
did a log me in session to help him register for workspace. he wasn't sure what the password is, tried and received ERR-W1507.  KB0020554 
had him self serve/reset the password, received the password re-set link but message noted it couldn't be re-set. 
verified and re-set the isam password now.
he was able to register for workspace now.
helped setup MFA on his phone, he's using SF auth. 
signed out/in again to test.

also tested his advisor solutions login to ensure it also worked.

SENT FOLLOW UP
--------------------------------------***DDS  11/21/2025***--------------------------
Hello John,

Thank you for contacting Workspace Support today regarding registering for your MGA Workspace.

It was a pleasure speaking to you and helping you register. 

To recap, during our log me in session, we verified, re-set the password for your user id case9999@clext. 

You were able to complete the Workspace registration and setup Multi Factor Authentication using your Sales Force Authenticator.

We had you sign out/and in again to test with success for your MGA.

We then had you try to access your advisor solutions profile, and you were also able to access this without any issues.

Do note each time you sign in, you will have to change the association and password to correspond to either MGA or Advisor Solutions.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T17:00:28.000+0000,False,False,005OH00000AUS7aYAH,2025-11-21T16:15:53.000+0000,005OH00000AUS7aYAH,2025-11-21T17:00:28.000+0000,005OH00000AUS7aYAH,2025-11-21T17:00:28.000+0000,(902)576-2807,,john@dhrobertsfinancial.ca,(902)420-2810,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQdaIYAS,False,,23939009,0030A0000029YQ8QAM,0010A000002vxrBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor locked themselves out of workspace, we did a remote session and did troubleshooting.KB0021224
***
Hi Julio , thank you for contacting the workspace support today.

It was a pleasure to assist you. To recap our call, you had been locked out of your workspace account we did a remote session where I was able to do some troubleshooting with you. We were able to reset your password. The next time you log in you may be prompted to set up your MFA. If you have any issues, please let me know in your response.",True,2025-11-21T17:08:15.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T16:53:17.000+0000,005OH00000BFQFCYA5,2025-11-21T17:19:58.000+0000,005OH00000BFQFCYA5,2025-11-21T17:19:58.000+0000,(514)865-7729,,jlapolla@sympatico.ca,(514)326-0250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQfVgYAK,False,,23939944,0030A00000A7W5CQAV,0010A00000AgOQgQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:10:03.000+0000,False,False,0055o000001h4cFAAQ,2025-11-21T17:10:03.000+0000,0055o000001h4cFAAQ,2025-11-21T17:10:03.000+0000,0055o000001h4cFAAQ,2025-11-21T17:10:03.000+0000,(204)479-6798,,dwain@truityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQh4RYAS,False,,23941192,0030A0000029g90QAA,0010A000002w4CwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:31:25.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T17:31:25.000+0000,005OH00000BfjndYAB,2025-11-21T17:31:25.000+0000,005OH00000BfjndYAB,2025-11-21T17:31:26.000+0000,(604)552-4389,(604) 551-7824,mbragiel@shaw.ca,(778)285-1775,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQhMBYA0,False,,23942203,0030A0000029VuUQAU,0010A000002vvllQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:47:50.000+0000,False,False,005G0000002gyDJIAY,2025-11-21T17:47:50.000+0000,005G0000002gyDJIAY,2025-11-21T17:47:51.000+0000,005G0000002gyDJIAY,2025-11-21T17:47:51.000+0000,(403)277-1723,(403) 861-8128,david.wong@insureline.com,(403)277-1733,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQi0AYAS,False,,23942350,0030A0000029VGRQA2,0010A000002vvDoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:50:27.000+0000,False,False,005OH000005URvxYAG,2025-11-21T17:50:27.000+0000,005OH000005URvxYAG,2025-11-21T17:50:28.000+0000,005OH000005URvxYAG,2025-11-21T17:50:28.000+0000,(780)467-4671,(780) 920-7970,insurance@cifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQi28YAC,False,,23942722,0030A0000029c1zQAA,0010A000002w0r9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:57:05.000+0000,False,False,005OH000005URvxYAG,2025-11-21T17:57:05.000+0000,005OH000005URvxYAG,2025-11-21T17:57:05.000+0000,005OH000005URvxYAG,2025-11-21T17:57:05.000+0000,(780)868-4981,,brichmond@shaw.ca,(780)442-5090,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQiIBYA0,False,,23940293,003G0000018f6jUIAQ,0010A000002wOjiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:15:47.000+0000,False,False,005G0000002gyDJIAY,2025-11-21T17:15:47.000+0000,005G0000002gyDJIAY,2025-11-21T17:15:47.000+0000,005G0000002gyDJIAY,2025-11-21T17:15:47.000+0000,(306)370-7608,(306) 370-7608,jenbain@seedtoshadewealth.ca,(306)500-7545,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQibYYAS,False,,23941519,0035o000006IWR1AAO,0015o000006neEFAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP link issue,Medium,"*** DDS 21NOV2025 ***
user unable to re-send link - re-activated in Swagger, emailed to advisor

""https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=ca47a55a-9b66-44f7-8c0b-e6d7c5a83229""

LIANG|L3T0C8|23/12/1993

--------------------------------EMAIL CHAIN:

Hello Yang,

Thank you for contacting the Workspace Support team today regarding the issue in re-sending the verification link to your client through Simple Protect for application 60919681-5. Please find the link below to send to your client directly. Please note that the link is active for 72hrs. 

https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=ca47a55a-9b66-44f7-8c0b-e6d7c5a83229

Expected data:
LIANG|L3T0C8|23/12/1993

Please let us know if there is anything else our team can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

*********
Hi Yang , thank you for contacting the workspace support today.

To recap our call, you needed to update your email address for workspace as you mentioned you changed workplaces and had a new email. We reset the email and connected the MFA. You also had some issues logging into your MGA account I assisted with updating your password. For your simple protect application I was able to escalate your issue; we did send you an email with a new link for the application and accessed it to ensure everything worked fine. If you have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey",True,2025-11-21T18:11:57.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T17:36:42.000+0000,005OH00000BFQFCYA5,2025-11-21T18:30:09.000+0000,005OH00000BFQFCYA5,2025-11-21T18:30:09.000+0000,(416)825-5416,,yang.chen@stanleyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQjB2YAK,False,,23942922,0030A0000029i7eQAA,0010A000002w5t5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:00:42.000+0000,False,False,005OH000005URvxYAG,2025-11-21T18:00:42.000+0000,005OH000005URvxYAG,2025-11-21T18:00:42.000+0000,005OH000005URvxYAG,2025-11-21T18:00:43.000+0000,(587)402-8590,,paulla@adamitzfinancial.com,(800)740-4002,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQjXgYAK,False,,23941522,0030A0000029hp9QAA,0010A000002w5dKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:36:45.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T17:36:45.000+0000,005OH00000BfjndYAB,2025-11-21T17:36:45.000+0000,005OH00000BfjndYAB,2025-11-21T17:36:45.000+0000,(604)971-1110,(604) 971-1110,birken1@ymail.com,(604)929-6470,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQjffYAC,False,,23938076,003G0000018f6VYIAY,0010A000002wOSFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Error submitting forms,Medium,"*** DDS 21NOV2025 ***

getting 'not authorized error' wasn't using correct client account

---------------------------EMAIL CHAIN:

Hello Shashi,

Thank you for contacting Workspace Support today regarding the error message you were receiving when attempting to submit a form through Workspace. It was a pleasure speaking with you! I am happy we were able to resolve the issue after locating the correct client account. Don’t hesitate to reach out if there is anything I can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T17:21:50.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T16:37:23.000+0000,005OH000006wv2TYAQ,2025-11-21T17:21:50.000+0000,005OH000006wv2TYAQ,2025-11-21T17:21:50.000+0000,(877)857-2673,(647) 969-1773,shashi@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQk5VYAS,False,,23943846,0030A0000029X8tQAE,0010A000002vwndQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:16:50.000+0000,False,False,005OH000005URvxYAG,2025-11-21T18:16:50.000+0000,005OH000005URvxYAG,2025-11-21T18:16:50.000+0000,005OH000005URvxYAG,2025-11-21T18:16:50.000+0000,(780)966-1404,,eindrika@shaw.ca,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQlG3YAK,False,,23942004,0030A0000029jQXQAY,0010A000002w6wqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:44:35.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T17:44:35.000+0000,005OH00000BfjndYAB,2025-11-21T17:44:36.000+0000,005OH00000BfjndYAB,2025-11-21T17:44:36.000+0000,(250)545-8664,,ben.moore@edwardjones.com,(877)335-9177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQlmKYAS,False,,23942915,003OH00000Y0rVQYAZ,001OH00000gdV8gYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:00:37.000+0000,False,False,005OH000007fgYjYAI,2025-11-21T18:00:37.000+0000,005OH000007fgYjYAI,2025-11-21T18:00:37.000+0000,005OH000007fgYjYAI,2025-11-21T18:00:37.000+0000,(819)437-8479,,wrocque@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQlr8YAC,False,,23938213,003OH00000Cq6dZYAR,001OH00000FPgN1YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T16:39:30.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T16:39:30.000+0000,005G0000002gxxjIAA,2025-11-21T16:39:31.000+0000,005G0000002gxxjIAA,2025-11-21T16:39:31.000+0000,(514)822-4270,819-209-9779,patrick.gaskell@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQmnDYAS,False,,23940028,0031600002OkPijAAF,0010A000002wNmXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:11:31.000+0000,False,False,005OH000006owoYYAQ,2025-11-21T17:11:31.000+0000,005OH000006owoYYAQ,2025-11-21T17:11:31.000+0000,005OH000006owoYYAQ,2025-11-21T17:11:31.000+0000,(306)930-5651,(306) 930-5651,john@morashfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQnY1YAK,False,,23939049,0030A0000029aPhQAI,0010A000002vzZLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T16:54:02.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T16:54:02.000+0000,005G0000002gxxjIAA,2025-11-21T16:54:03.000+0000,005G0000002gxxjIAA,2025-11-21T16:54:03.000+0000,(450)973-2424,,luc.rodrigue@partenaire-conseils.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQoAlYAK,False,,23942780,0030A00000AsRLZQA3,0010A00000BSkJ2QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:58:12.000+0000,False,False,005OH000005URvxYAG,2025-11-21T17:58:12.000+0000,005OH000005URvxYAG,2025-11-21T17:58:12.000+0000,005OH000005URvxYAG,2025-11-21T17:58:12.000+0000,(587)990-4673,(587) 990-4673,drgerontas@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQoCIYA0,False,,23938202,003G0000018f6lmIAA,0010A000002wOnWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TCP Report Request,Medium,"report provided 

**EMAIL**

Hi Harry,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
8GSK9EBJEJ

Please note the password is for the Excel file itself. If you are asked for a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Harry,

Please find the attached file of a list of clients that do not have a trusted contact person (TCP) listed on file on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients that have a trusted contact person (TCP) set up. The details are as follows:

Request 1:
Advisor: Harry Trefry
Code: 27322

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to harry@deltorawealth.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EfDinZWtKMhIn0aeYC_9T0YBxasYDtbwE497cUki8KwElQ?e=a3tSkS",True,2025-11-21T16:39:23.000+0000,False,False,005OH0000071DK9YAM,2025-11-21T16:39:23.000+0000,005OH0000071DK9YAM,2025-11-21T16:39:23.000+0000,005OH0000071DK9YAM,2025-11-21T16:39:23.000+0000,(613)898-2565,(613) 898-2565,harry@deltorawealth.com,(613)823-0983,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQofTYAS,False,,23942413,003OH00000TjI6dYAF,001OH00000aDTMIYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:51:38.000+0000,False,False,005G0000002gyDJIAY,2025-11-21T17:51:38.000+0000,005G0000002gyDJIAY,2025-11-21T17:51:38.000+0000,005G0000002gyDJIAY,2025-11-21T17:51:38.000+0000,(780)455-2198,,tom@brickandmortarinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQp57YAC,False,,23938296,0030A0000029aPhQAI,0010A000002vzZLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T16:41:03.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T16:41:03.000+0000,005G0000002gxxjIAA,2025-11-21T16:41:03.000+0000,005G0000002gxxjIAA,2025-11-21T16:41:03.000+0000,(450)973-2424,,luc.rodrigue@partenaire-conseils.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQpA3YAK,False,,23942999,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:02:08.000+0000,False,False,005OH000005URvxYAG,2025-11-21T18:02:08.000+0000,005OH000005URvxYAG,2025-11-21T18:02:09.000+0000,005OH000005URvxYAG,2025-11-21T18:02:09.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQppxYAC,False,,23941885,0030A0000029ipaQAA,0010A000002w6SKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:42:59.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T17:42:59.000+0000,005OH00000BfjndYAB,2025-11-21T17:42:59.000+0000,005OH00000BfjndYAB,2025-11-21T17:42:59.000+0000,(604)603-9702,,maria.wong7@gmail.com,(604)303-7716,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQqHMYA0,False,,23941816,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:41:55.000+0000,False,False,005OH000005URvxYAG,2025-11-21T17:41:55.000+0000,005OH000005URvxYAG,2025-11-21T17:41:55.000+0000,005OH000005URvxYAG,2025-11-21T17:41:55.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQqIzYAK,False,,23940791,0030A0000029ZakQAE,0010A000002vyprQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:24:34.000+0000,False,False,005OH000007fgYjYAI,2025-11-21T17:24:34.000+0000,005OH000007fgYjYAI,2025-11-21T17:24:35.000+0000,005OH000007fgYjYAI,2025-11-21T17:24:35.000+0000,(450)405-3006,,ginodesjardins@gdservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQqXVYA0,False,,23942743,003OH00000EGx10YAD,001OH00000HxD9FYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:57:30.000+0000,False,False,005OH000003ds0PYAQ,2025-11-21T17:57:30.000+0000,005OH000003ds0PYAQ,2025-11-21T17:57:31.000+0000,005OH000003ds0PYAQ,2025-11-21T17:57:31.000+0000,(647)333-7738,,rahul.sahi86@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQqhAYAS,False,,23940656,0030A0000029oU2QAI,0010A000002wB7wQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate Request,Medium,"See 23940604

Combined both requests into 1 email.

Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	310103500
Client Name:	NA
Caller Name:	Alvina Seid 
Caller Relationship:	Assistant/Admin Staff
Advisor Code:	3438-5800
Caller authenticated?	Yes
Language:	English
Send To:	wealthreportingsupport@canadalife.com

Acknowledgement call required?	No
Correspond By:	Email
Caller's Phone Number:	
Caller's Fax #	
Caller's Email Address:	chloe.assist@affinityfinancial.ca

Caller's Mailing Address:	
Date of Birth:	
Permission to leave voicemail?	
Email Security Permission?	Yes
Referral Reason:	Other
Follow-up #	None
Submitter Employee ID:	LL76675

Additional Details:
Assistant requested the listing of the clients with segregated policies and she told she want the listing with the market values of all segregated policies. Please email her at the email address mentioned above. 

________________________________________
**This email is being sent from a general delivery mailbox. Please do not reply to this email - Replies are not monitored. If further clarification is required, please email Call Centre Feedback.**",True,2025-11-21T17:22:10.000+0000,False,False,005OH0000088z1hYAA,2025-11-21T17:22:10.000+0000,005OH0000088z1hYAA,2025-11-21T17:23:46.000+0000,005OH0000088z1hYAA,2025-11-21T17:23:46.000+0000,(604)783-2010,(604) 783-2010,chloetong@affinityfinancial.ca,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQrq6YAC,False,,23939574,0035o000007Hs3kAAC,0015o000007yNOYAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:03:30.000+0000,False,False,005OH000006owoYYAQ,2025-11-21T17:03:30.000+0000,005OH000006owoYYAQ,2025-11-21T17:03:30.000+0000,005OH000006owoYYAQ,2025-11-21T17:03:30.000+0000,(306)773-1547,,krondeau@bmabenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQsxUYAS,False,,23941373,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:34:26.000+0000,False,False,005OH000005URvxYAG,2025-11-21T17:34:26.000+0000,005OH000005URvxYAG,2025-11-21T17:34:26.000+0000,005OH000005URvxYAG,2025-11-21T17:34:26.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQt2QYAS,False,,23942548,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-11-21T17:58:01.000+0000,False,False,005OH000006uyEBYAY,2025-11-21T17:53:57.000+0000,005OH000006uyEBYAY,2025-11-21T17:58:01.000+0000,005OH000006uyEBYAY,2025-11-21T17:58:01.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQtbqYAC,False,,23943107,003G0000018f7rrIAA,0010A000002wPy8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,KYC Report Request/follow up,Medium,contacted user on how to open encrypted email,True,2025-11-21T18:03:45.000+0000,False,False,005OH0000071DK9YAM,2025-11-21T18:03:45.000+0000,005OH0000071DK9YAM,2025-11-21T18:03:46.000+0000,005OH0000071DK9YAM,2025-12-13T02:02:55.000+0000,(306) 955-3174,,dlutzko@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQuEWYA0,False,,23940872,0030A0000029o9pQAA,0010A000002wArlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Registration,Medium,"*** DDS 21NOV2025 ***
dual user, authenticated, doesnt know user ID jasonbegg@clext password, had user try self care page, got reset email but error when selecting 'forgot password'
changed password in ISAM, user completed registration, resolved
0035o000004HBAzAAO

---------------------------------EMAIL CHAIN

Hello Jason,

Thank you for contacting Workspace Support today regarding your MGA Workspace account registration. It was a pleasure speaking with you today! To recap, we updated your User ID password, went through the MGA Workspace account registration steps, connected your authenticator and you were able to login successfully. We made sure to test by logging out and back in. Don’t hesitate to reach out to our team if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

-----------------------EMAIL CHAIN:
Hello Jason,

Thank you for contacting Workspace Support today regarding your MGA Workspace account registration. It was a pleasure speaking with you today! To recap, we updated your User ID password, went through the MGA Workspace account registration steps, connected your authenticator and you were able to login successfully. We made sure to test by logging out and back in. We also confirmed that your MA has Third Party Access to your MGA code through their MGA Workspace account. Don’t hesitate to reach out to our team if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T17:42:26.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T17:25:53.000+0000,005OH000006wv2TYAQ,2025-11-21T17:42:26.000+0000,005OH000006wv2TYAQ,2025-11-21T17:42:26.000+0000,(705)748-5182,,jason@parkplacefinancial.ca,(705)775-1327,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQucjYAC,False,,23942279,0030A0000029kLcQAI,0010A000002w7hUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:49:02.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T17:49:02.000+0000,005OH00000BfjndYAB,2025-11-21T17:49:02.000+0000,005OH00000BfjndYAB,2025-11-21T17:49:02.000+0000,(778)516-5580,(250) 809-7045,daveacheson@balancedplanning.ca,(778)516-5582,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQvfFYAS,False,,23940896,0030A0000029aOIQAY,0010A000002vzY6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:26:24.000+0000,False,False,005OH000003ds0PYAQ,2025-11-21T17:26:24.000+0000,005OH000003ds0PYAQ,2025-11-21T17:26:25.000+0000,005OH000003ds0PYAQ,2025-11-21T17:26:25.000+0000,(705)876-1547,,advisor@cogeco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQvouYAC,False,,23941145,0035o000005iLi4AAE,0010A000002wOI5QAM,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 21 2025

Good Day Brock,

Kindly note our team received a Client Listing request with GIO policies for both Michael and you. Please find the requested listing attached. Kindly note I separated Michael’s GIOs and your GIOs in two different Excel Sheets. A password email for the excel will be sent to you shortly to view the document. 

As you may know, our team is required to encrypt these kinds of emails to ensure sensitive client data is protected. 

I would like to let you know there is a 30-second survey linked ahead. I would truly appreciate if you could complete the survey to let me know how I did today! 😊 Wealth support (swoogo.com)

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Thank you,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: BusinessReporting@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hi there!

As mentioned in my previous email, please find below your Excel password(s):

1PL49VVP

Please note that passwords are case sensitive. Again, this Password is not meant to be used to open the encrypted email, but for the Excel document within that email.

As a reminder, our team is required to encrypt the email with the password-protected Excel to ensure sensitive client data is protected. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T17:30:37.000+0000,False,False,005OH000002iN7rYAE,2025-11-21T17:30:37.000+0000,005OH000002iN7rYAE,2025-11-21T17:30:37.000+0000,005OH000002iN7rYAE,2025-11-21T17:30:37.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQwZgYAK,False,,23940269,0030A00000B8I0cQAF,0010A00000BiY6BQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:15:22.000+0000,False,False,005OH000003ds0PYAQ,2025-11-21T17:15:22.000+0000,005OH000003ds0PYAQ,2025-11-21T17:15:22.000+0000,005OH000003ds0PYAQ,2025-11-21T17:15:22.000+0000,(905)415-2214,,michael@financialinsuranceconsultants.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQxXMYA0,False,,23943527,0030A0000029iv2QAA,0010A000002w6WPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:11:20.000+0000,False,False,005OH000003ds0PYAQ,2025-11-21T18:11:20.000+0000,005OH000003ds0PYAQ,2025-11-21T18:11:20.000+0000,005OH000003ds0PYAQ,2025-11-21T18:11:20.000+0000,(705)267-4200,,rmcdowell@dundeewealth.com,(705)267-7100,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQxcCYAS,False,,23941792,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Hi Craig and Mackenzie,

@Kasaboski, Craig It has come to our attention that you are experiencing difficulties registering on Workspace. Based on our records, under your MGA account, you are currently registered on Repnet but not yet on Workspace.

Please ensure that you are using your MGA code when completing the registration and follow the steps outlined below:

To register on Workspace, you will need the following before you start:
•	Your User ID
•	Your User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please make sure to select the right association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November 21, 2025 7:41 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: ACTION REQUIRED: Setting up MGA Workspace

Hi There, 

Can you confirm if Craig Kasaboski is registered for CL MGA workspace? 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Craig Kasaboski <craig@lafc.ca> 
Sent: November 20, 2025 12:07 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

Good Afternoon, I just tried to register and it says I am already registered Craig Kasaboski, QAFP™ Qualified Associate Financial Planner Investment Representative Quadrus Investment Services Ltd. 35 Dundas St East, Napanee, ON K7R 1H7
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Afternoon,

I just tried to register and it says I am already registered


Craig Kasaboski, QAFP™	
Qualified Associate Financial Planner 
Investment Representative
Quadrus Investment Services Ltd.	

35 Dundas St East, Napanee, ON K7R 1H7
O: 613-354-2726 | F: 613-354-3585
craig@lafc.ca    www.lafc.ca
25 King Street East, Brockville, ON K6V 1A7
O: 613-342-3905 | F: 613-865-8484
craig@lafc.ca    www.lafc.ca


	
To be ready for tomorrow you need to start planning today.
	
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. 
	
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed. 

		


From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: Wednesday, November 19, 2025 3:37 PM
Subject: ACTION REQUIRED: Setting up MGA Workspace
Importance: High

I trust that this email finds you well.
 
You have not registered for Canada Life (MGA) Workspace. You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. Please complete this by Monday November 24th. 
 
“With the Canada Life direct insurance contract changes happening in 2026 you will need to register for MGA Workspace so that you can continue to write insurance business with Canada Life through your MGA contract.
 
You will be able to link your Canada Life direct Workspace account with you MGA Workspace account for ease of use moving forward”
 
Please see slideshow above for instructions on how to register.
 
*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.
 
Kindly let me know if you require any assistance or need to know your activation code.
 
Thank you,


Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-11-21T17:41:29.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T17:41:29.000+0000,005OH00000AbCcLYAV,2025-11-21T17:41:44.000+0000,005OH00000AbCcLYAV,2025-11-21T17:41:44.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQxsIYAS,False,,23941376,0030A0000029hffQAA,0010A000002w5W0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:34:27.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T17:34:27.000+0000,005OH00000BfjndYAB,2025-11-21T17:34:28.000+0000,005OH00000BfjndYAB,2025-11-21T17:34:28.000+0000,(604)789-3888,,marco@vantagefg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQyLJYA0,False,,23940036,0030A000004VizlQAC,0010A000005HrnPQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Application status,Medium,"User is inquiring how and where he can see the progress of the application he sent. Referred him to ""New Business WebApp"" 

Code: D8159 
Email: anil@omfinancial.com 

***********************************************
Good afternoon, Anil 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your application status!
 
To see the application status in Workspace, please click on “New Business WebApp” that is located on your overview page, you can then type the application number, under submitted application to view the status and more. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T17:31:17.000+0000,False,False,005OH00000BG5v4YAD,2025-11-21T17:11:41.000+0000,005OH00000BG5v4YAD,2025-11-21T17:31:17.000+0000,005OH00000BG5v4YAD,2025-11-21T17:31:17.000+0000,(683)307-0707,,anil@omfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQyMvYAK,False,,23940055,003G0000018f7JFIAY,0010A000002wPOVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Registration,Medium,"***DDS*** 11/21/25
Name: Jason begg
Phone: 705-872-6272
Agent code: B6404
 




Hello Jason,

Thank you for contacting the Workspace support group unfortunately you will need your UserID inorder to register for Workspace.

As discussed on the call please contact Distribtion Methodology to resend you a new email with your User ID.

Please let me know if you have any questions or if there is anything else I can assist with.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-21T17:25:48.000+0000,False,False,005OH00000BGeeHYAT,2025-11-21T17:11:56.000+0000,005OH00000BGeeHYAT,2025-11-21T17:25:49.000+0000,005OH00000BGeeHYAT,2025-11-21T17:25:49.000+0000,(705)748-5182,,jason@parkplacefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gQyy3YAC,False,,23940604,0030A0000029oU2QAI,0010A000002wB7wQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,"combined 2 emails into this one. (see 23940656)

Hello Shulei,

Our team has received your request to provide Client Listings report for Advisor code A8693. Please note there are two tabs on spreadsheet 1. Wealth 2. Insurance.
*No personal information can be included ie. Address etc. 
Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Shulei,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
W5JK30HNGY
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


















Please handle accordingly.  No response to Contact Centre is required.

Advisor name:  SHULEI TONG 
Advisor code(s)  A8693
First and last name of caller: Alvina Seid 
Relationship to advisor:  Advisor assistant 
Advisor's language of preference: English
Caller's email: chloe.assist@affinityfinancial.ca
 

***********************************************************************************************
Notes:

Assistant requested the listing of the client which will show the premium and address of the clients. It is urgent , so please send it asap.

Thanks,



Sahibjit Singh
Senior Client Service Representative, Insurance & Wealth Solutions
Client Service Centre, Canada Operations, T-376
Canada Life

This email is being sent from a general delivery mailbox. Replies are not monitored. To reach our Client Service Centre, please call 1-888-252-1847. 

Looking for quick access to info about your investments, savings and insurance products? 
Register for My Canada LifeTM today to find everything in one convenient place!



 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-21T17:21:19.000+0000,False,False,005OH0000088z1hYAA,2025-11-21T17:21:19.000+0000,005OH0000088z1hYAA,2025-11-21T17:28:45.000+0000,005OH0000088z1hYAA,2025-11-21T17:28:45.000+0000,(604)783-2010,(604) 783-2010,chloetong@affinityfinancial.ca,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR0S1YAK,False,,23944935,003G0000018f6WyIAI,0010A000002wOU3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product Illustrations Access Issue,Medium,"User Lynn Wilson reporting Product Illustrations access issue on behalf of ADSL Advisor Roger Corley-Byrne (F8048); email sent on Thursday, Nov. 20th 2025 when system-wide issues were being reported; asked user to confirm if user still experiencing issue and offered quick connect if easier 

Nov. 25th 2025 - Have not heard response from user; sent f/u email and closed case for time-being

***EMAIL CHAIN***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 12:58 PM
To: roger@rc-bfinancial.ca
Cc: Wilson, Lynn <Lynn.Wilson@canadalife.com>
Subject: RE: 8100381-6 - Geraldine Gallagher - illustration access - SF Case #23944935

Hi Roger, 

This is Workspace Support – just confirming if you still require any assistance accessing Product Illustrations? 

If so, or if you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 21, 2025 11:54 AM
To: roger@rc-bfinancial.ca; Wilson, Lynn <Lynn.Wilson@canadalife.com>
Subject: RE: 8100381-6 - Geraldine Gallagher - illustration access - SF Case #23944935

Hi Lynn,

Apologies – we missed the original email forwarded from Roger below! 

Hi Roger – this is Workspace Support! As mentioned below, we would be happy to look into this Product Illustrations issue further with you. 

Please provide any screenshots of the error message you’re receiving along with the credentials you are trying to log in with. 

Or, if you’d prefer, we would be happy to set up a quick connect with you to review this issue together! Simply let us know a date and time that would work best for you and we can schedule it in.

In the meantime, the Workspace Support team is available Monday – Friday from 8:00am to 8:00pm EST by email or phone at 1-888-999-4516. 

Thank you both! 
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 21, 2025 11:43 AM
To: Wilson, Lynn <Lynn.Wilson@canadalife.com>
Subject: RE: 8100381-6 - Geraldine Gallagher - illustration access - SF Case #23944935

Hi Lynn, 

Thank you so much for reaching out to Workspace Support on behalf of Advisor Roger Corley-Byrne (F8048) – we would be happy to look into this issue further with you!

Unfortunately, there were system-wide server issues affecting Product Illustrations access yesterday but should have been resolved as of this morning. Are you able to please confirm if Roger is still experiencing the same issue today?

And, if so, could you please provide a full-page screenshot of the error message they are receiving?  

Or, if easier, feel free to provide the email address for Roger and we would be happy to set up a quick connect with them directly to trouble-shoot this issue further. 

Otherwise, if you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
***
From: Wilson, Lynn <Lynn.Wilson@canadalife.com> 
Sent: November 20, 2025 7:37 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: 8100381-6 - Geraldine Gallagher - illustration access

Roger Corley-Byrne 01046 has joined a firm (Gifford Carr) and has received a new Canada Life # F8048.

He has been trying to access illustrations for his old London Life policies (PRODUCT ILLUSTRATION software) but cannot access these policies.
How can he go about getting these illustrations again for his clients?  I’ve been preparing illustrations for him in the meantime…

Thanks,
Lynn Wilson, ACS, AIAA           
Advisor Support Associate
Lynn.wilson@canadalife.com | Tel 343-803-5273


Fax (613) 748-8220
Client Service Center (Toll Free) 1-888-252-1847
***
From: Roger Corley-Byrne <roger@rc-bfinancial.ca> 
Sent: November 20, 2025 8:44 AM
To: Wilson, Lynn <Lynn.Wilson@canadalife.com>
Subject: [EXT] 8100381-6 - Geraldine Gallagher

Hi Lynn,
Please send me a policy illustration for the above policy.
Also, now that I have a new agent number, how do I access being able to do these old policy illustrations myself.

Thanks,
Roger.

Roger Corley-Byrne. B.A.(Econ.). EPC
Financial Advisor.
Registered Deposit Broker.

Canada Life Affiliate
Suite 710
112, Kent St.,
Ottawa, ON
K1P 5P2

Tel: 613-748-3455 ext.4233
Fax: 613-748-8220
e: roger@rc-bfinancial.com",True,2025-11-25T20:01:52.000+0000,False,False,005OH00000BFQFDYA5,2025-11-21T18:35:12.000+0000,005OH00000BFQFDYA5,2025-11-25T20:01:52.000+0000,005OH00000BFQFDYA5,2025-11-25T20:01:52.000+0000,(613)596-9101X393,(613) 859-2111,rcorleybyrne@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR0euYAC,False,,23941461,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:35:54.000+0000,False,False,005OH000005URvxYAG,2025-11-21T17:35:54.000+0000,005OH000005URvxYAG,2025-11-21T17:35:54.000+0000,005OH000005URvxYAG,2025-11-21T17:35:54.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR0oYYAS,False,,23940838,0030A0000029g40QAA,0010A000002w47rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:25:15.000+0000,False,False,005OH000007fgYjYAI,2025-11-21T17:25:15.000+0000,005OH000007fgYjYAI,2025-11-21T17:25:16.000+0000,005OH000007fgYjYAI,2025-11-21T17:25:16.000+0000,(450)663-8877,(514) 944-7181,info@gpvq.ca,(450)661-5793,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR0qCYAS,False,,23944324,0030A0000029i7eQAA,0010A000002w5t5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:24:29.000+0000,False,False,005OH000005URvxYAG,2025-11-21T18:24:29.000+0000,005OH000005URvxYAG,2025-11-21T18:24:29.000+0000,005OH000005URvxYAG,2025-11-21T18:24:29.000+0000,(587)402-8590,,paulla@adamitzfinancial.com,(800)740-4002,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR1ELYA0,False,,23940638,0035o000007m4ISAAY,0015o000008UUxrAAG,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to find a policy in Workspace Direct account,Medium,"Oh great!  Thanks for letting me know.

Workspace support you can ignore my email. 

Saundra 
Get Outlook for iOS
________________________________________




Hi Saundra,

The policy took an extra day to transfer over to John’s F5761 code. I can view this on the Workspace login under Advisor Solutions.

Thank you,

C O L I N   W E I N K A U F
A S S O C I A T E   P R I N C I P A L





Hi Colin, 

Thank you for contacting Workspace Support.  


Both you and John can access this policy in your respective Workspace Direct (Formerly known as ADSL) account. 

To do so, make sure you select the Advisor Solutions / Advanced Advisor Practices section in the login page’s dropdown menu: 

 


If you have any further questions, don’t hesitate to send us an email. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roll, Saundra <Saundra.Roll@canadalife.com> 
Sent: Thursday, November 20, 2025 6:29 AM
To: Weinkauf, Colin <cweinkauf@continuumlp.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Agent of Record Change (Canada Life) - Laurin Family - 4626945

Workspace Support can I ask you to help Colin please.  John Hutson AOR’d an older GWL policy.  His direct code is F5761.  Because the GW comp system needs a 6 digit code servicing was transferred over to John’s GWL Mainframe code 630254.  Does John need to access this policy on Workspace differently?  Colin can’t see it using the F code.  Thanks!

Saundra Roll (she/her)
Regional Vice-President, Advanced Advisor Practices
Advisory Network
Phone: 519-435-7410
Cell: 519-860-7595
Email:  saundra.roll@canadalife.com

Canada Life’s large-case support team offers exceptional expertise and guidance. Learn why placing your high-net-worth business with us has never been easier. 

L’équipe responsable du soutien à l’égard des affaires de grande taille de la Canada Vie offre une expertise et des conseils exceptionnels. Découvrez pourquoi il est plus facile que jamais de nous confier vos affaires liées à des clients à valeur nette élevée
 

From: Colin Weinkauf <cweinkauf@continuumlp.ca> 
Sent: November 20, 2025 8:45 AM
To: Roll, Saundra <Saundra.Roll@canadalife.com>
Subject: [EXT] RE: Agent of Record Change (Canada Life) - Laurin Family - 4626945

Hi Saundra, Do you think it maybe takes until tomorrow to show on the system? Or maybe I don’t understand what “John’s direct account” is. This is not his MGA login since this would be our E5790 code. Is it the Advisor Solutions login for F5761?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Saundra,

Do you think it maybe takes until tomorrow to show on the system? Or maybe I don’t understand what “John’s direct account” is. This is not his MGA login since this would be our E5790 code. Is it the Advisor Solutions login for F5761? Or is it a third type of login?

Thank you,

C O L I N   W E I N K A U F
A S S O C I A T E   P R I N C I P A L
 
D 437 371 2750
C 306 292 6152
cweinkauf@continuumlp.ca
continuumlp.ca
6 Adelaide Street East Suite 300
Toronto, ON  M5C1H6
 
The information contained in this communication, including any attached document(s), is confidential and intended for the sole use of the recipient(s) to whom it is addressed. If you are not the intended recipient(s), any review, use, copying, distribution, or disclosure is strictly prohibited.  If you are not the intended recipient(s), please notify me by telephone at the number above and destroy or delete any copies of this communication and any attachments.   Thank you.

From: Roll, Saundra <Saundra.Roll@canadalife.com> 
Sent: Wednesday, November 19, 2025 1:42 PM
To: Colin Weinkauf <cweinkauf@continuumlp.ca>
Subject: RE: Agent of Record Change (Canada Life) - Laurin Family - 4626945

Hi Colin, the AOR change is completed.  To see the policy on Workspace you will need to login using John’s direct account.  It may take a day for Workspace to reflect the change, in case you are looking for it today.  

Saundra Roll (she/her)
Regional Vice-President, Advanced Advisor Practices
Advisory Network
Phone: 519-435-7410
Cell: 519-860-7595
Email:  saundra.roll@canadalife.com

Canada Life’s large-case support team offers exceptional expertise and guidance. Learn why placing your high-net-worth business with us has never been easier. 

L’équipe responsable du soutien à l’égard des affaires de grande taille de la Canada Vie offre une expertise et des conseils exceptionnels. Découvrez pourquoi il est plus facile que jamais de nous confier vos affaires liées à des clients à valeur nette élevée
 

From: Colin Weinkauf <cweinkauf@continuumlp.ca> 
Sent: November 19, 2025 8:58 AM
To: Roll, Saundra <Saundra.Roll@canadalife.com>
Subject: [EXT] RE: Agent of Record Change (Canada Life) - Laurin Family - 4626945

Hi Saundra, Refer to John’s F code. F5761 Thank you, C O L I N W E I N K A U F A S S O C I A T E P R I N C I P A L D 437 371 2750 C 306 292 6152 cweinkauf@ continuumlp. ca continuumlp. ca 6 Adelaide Street East Suite 300 Toronto, ON M5C1H6 The

Hi Saundra,

Refer to John’s F code. F5761

Thank you,

C O L I N   W E I N K A U F
A S S O C I A T E   P R I N C I P A L
 
D 437 371 2750
C 306 292 6152
cweinkauf@continuumlp.ca
continuumlp.ca
6 Adelaide Street East Suite 300
Toronto, ON  M5C1H6
 
The information contained in this communication, including any attached document(s), is confidential and intended for the sole use of the recipient(s) to whom it is addressed. If you are not the intended recipient(s), any review, use, copying, distribution, or disclosure is strictly prohibited.  If you are not the intended recipient(s), please notify me by telephone at the number above and destroy or delete any copies of this communication and any attachments.   Thank you.

From: Roll, Saundra <Saundra.Roll@canadalife.com> 
Sent: Wednesday, November 19, 2025 8:46 AM
To: Colin Weinkauf <cweinkauf@continuumlp.ca>
Subject: Fw: Agent of Record Change (Canada Life) - Laurin Family - 4626945

Morning!  Because this was sold in the direct channel I need John's direct code. It will start with an F or a W. Thanks Colin. 

Get Outlook for iOS
________________________________________
From: Finkernagel, Mary <Mary.finkernagel@canadalife.com>
Sent: Wednesday, November 19, 2025 8:30 AM
To: Taylor, Elisha <Elisha.Taylor@canadalife.com>
Cc: Roll, Saundra <Saundra.Roll@canadalife.com>
Subject: FW: Agent of Record Change (Canada Life) - Laurin Family - 4626945 
 
Fyi: the above policy is a Great-West Life branded policy; therefore, I need to use John’s GWL 6-digit code.
 
 
Hello,
Thank you for submitting your Agent of Record (AOR) change. I have completed your request. You will be able to view the change within two business days.
Thank you,
_______________________________________________
Bonjour, Merci d’avoir soumis votre demande de changement d’agent réalisateur. Nous avons traité votre demande. Vous serez en mesure de voir le changement dans un délai de deux jours ouvrables.
Merci.
 
 
 
Sincerely,
Mary Finkernagel (She/her)
Contracts & Compensation Specialist -Group Broker
Contracts & Compensation Services | Winnipeg HO
: Mary.finkenagel@canadalife.com
UPCOMING ABSENCE ALERT
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus
 
 
 
 
From: Taylor, Elisha <Elisha.Taylor@canadalife.com>
Sent: 14-Nov-25 8:41 AM
To: Finkernagel, Mary <Mary.finkernagel@canadalife.com>
Cc: GWLCompandContracting <GWLCompandContracting@canadalife.com>; Roll, Saundra <Saundra.Roll@canadalife.com>
Subject: FW: Agent of Record Change (Canada Life) - Laurin Family
 
Good morning, Mary,
 
Would you be able to assist with the attached request and confirm with advisor?
 
Thank you.
Elisha Taylor
Sr Contracts & Compensation Specialist|Contracts & Compensation
Advisory Network |Individual Customer
Elisha.Taylor@canadalife.com
 226-781-9178
T-4B4E
 
 
 
From: Roll, Saundra <Saundra.Roll@canadalife.com>
Sent: November 14, 2025 9:25 AM
To: Taylor, Elisha <Elisha.Taylor@canadalife.com>
Subject: FW: Agent of Record Change (Canada Life) - Laurin Family
 
Morning Elisha, can you help me with this please and let me know when it is completed so that I can let Colin know.  Thanks!
 
Saundra Roll (she/her)
Regional Vice-President, Advanced Advisor Practices
Advisory Network
Phone: 519-435-7410
Cell: 519-860-7595
Email:  saundra.roll@canadalife.com
 
Canada Life’s large-case support team offers exceptional expertise and guidance. Learn why placing your high-net-worth business with us has never been easier.
 
L’équipe responsable du soutien à l’égard des affaires de grande taille de la Canada Vie offre une expertise et des conseils exceptionnels. Découvrez pourquoi il est plus facile que jamais de nous confier vos affaires liées à des clients à valeur nette élevée
 
 
From: Colin Weinkauf <cweinkauf@continuumlp.ca>
Sent: November 13, 2025 5:22 PM
To: Roll, Saundra <Saundra.Roll@canadalife.com>
Subject: [EXT] Agent of Record Change (Canada Life) - Laurin Family
 
Hi Saundra, Refer to the signed AOR form for the one policy on Larry Laurin. Please provide confirmation once this has been completed. Thank you, C O L I N W E I N K A U F A S S O C I A T E P R I N C I P A L D 437 371 2750 C 306 292 6152 cweinkauf@ continuumlp. ca
Hi Saundra,
 
Refer to the signed AOR form for the one policy on Larry Laurin. Please provide confirmation once this has been completed.
 
Thank you,
 
C O L I N   W E I N K A U F
A S S O C I A T E   P R I N C I P A L
 
D 437 371 2750
C 306 292 6152
cweinkauf@continuumlp.ca
continuumlp.ca
6 Adelaide Street East Suite 300
Toronto, ON  M5C1H6
 
The information contained in this communication, including any attached document(s), is confidential and intended for the sole use of the recipient(s) to whom it is addressed. If you are not the intended recipient(s), any review, use, copying, distribution, or disclosure is strictly prohibited.  If you are not the intended recipient(s), please notify me by telephone at the number above and destroy or delete any copies of this communication and any attachments.   Thank you.",True,2025-11-21T17:21:59.000+0000,False,False,0055o000001zVCKAA2,2025-11-21T17:21:59.000+0000,0055o000001zVCKAA2,2025-11-21T17:25:35.000+0000,0055o000001zVCKAA2,2025-11-21T17:25:35.000+0000,(437)371-2750,,cweinkauf@continuumlp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR1caYAC,False,,23944582,0030A0000029ZS1QAM,0010A000002vyiuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:28:53.000+0000,False,False,005OH000004oiYEYAY,2025-11-21T18:28:53.000+0000,005OH000004oiYEYAY,2025-11-21T18:28:54.000+0000,005OH000004oiYEYAY,2025-11-21T18:28:54.000+0000,(519)670-2181,,brian@taxfreecash.ca,(519)264-3085,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR1eAYAS,False,,23941558,0030A0000029ZQGQA2,0010A000002vyhiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:37:29.000+0000,False,False,005OH000005URvxYAG,2025-11-21T17:37:29.000+0000,005OH000005URvxYAG,2025-11-21T17:37:29.000+0000,005OH000005URvxYAG,2025-11-21T17:37:29.000+0000,(780)448-1988,(780) 914-7645,greg.scherf@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR1hWYAS,False,,23948220,0030A0000029Z2dQAE,0010A000002vyNiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:31:56.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T19:31:56.000+0000,005G0000002gxxjIAA,2025-11-21T19:31:56.000+0000,005G0000002gxxjIAA,2025-11-21T19:31:56.000+0000,(450)973-2333,(514) 515-7342,charles.obimpeh@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR28qYAC,False,,23944164,0030A0000029nmtQAA,0010A000002wAanQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Jeff,

As mentioned in my previous email, please see below for your password-protected Excel file:
TYA5WI3XNM

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Jeff,

Please find the attached file of the requested Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Teri,

Thank you for the confirmation.

This request is now complete and sent to jeff.gopal@ig.ca.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Kokaritis, Teri <Teri.Kokaritis@canadalife.com> 
Sent: November 21, 2025 10:26 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: !URGENT!: Jame Brant CL Term Listing - *SECOND follow up - originally sent Oct 17/25* /Case23844384
Importance: High

Hi,

Jeff Gopal’s email address has been done.

Can we please now request a term client listing for James Brant.

Thank you!

Take care  
Teri Kokaritis (she/her) 
Regional Sales Associate 
Distribution Excellence
Teri.kokaritis@canadalife.com
     (403) 663-2512 
Helpful links available in Workspace:
Canada Life Illustrations guide
SimpleProtect guide / WebApp quick reference guide
Guide to processing life, CI & DI insurance applications
Insurance forms & processes – Popular or use Process Navigator
Contact information for insurance - Business areas or reach out to Workspace Advisor Support Chat – Canada Life for real-time support for your inforce insurance business
Workspace support: clworkspacesupport@canadalife.com / 1-888-999-4516 
Need CE credits? Check out the Learning Centre on Workspace today. 
Self service options for your clients, encourage them to Register for My Canada Life.
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit Privacy policy.
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Garcia, Eva <Eva.Garcia@canadalife.com> 
Sent: November 21, 2025 7:17 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: RE: !URGENT!: Jame Brant CL Term Listing - *SECOND follow up - originally sent Oct 17/25* /Case23844384

Hi Tina,

The advisor’s contact information has been updated. 


Regards,

Eva Garcia (she/her)
Sr. Contracts Specialist, Contracts and Licensing (National Account)
Tel: (416) 552-3747 | Email: eva.garcia@canadalife.com
Upcoming Vacation – Oct 24 – Nov 7
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.





From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 20, 2025 8:48 PM
To: Garcia, Eva <Eva.Garcia@canadalife.com>
Cc: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: !URGENT!: Jame Brant CL Term Listing - *SECOND follow up - originally sent Oct 17/25* /Case23844384

Hi Eva.

Can you update the advisor’s email at the contacts screen for JEFFREY GOPAL (H1042)

jeff.gopal@ig.ca

Thank you.


Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Kokaritis, Teri <Teri.Kokaritis@canadalife.com> 
Sent: November 18, 2025 12:53 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: !URGENT!: Jame Brant CL Term Listing - *SECOND follow up - originally sent Oct 17/25* /Case23844384

Hi,

Please update Jeff Gopal’s email address to: jeff.gopal@ig.ca.

H1042

Thank you!         

Take care  
Teri Kokaritis (she/her) 
Regional Sales Associate 
Distribution Excellence
Teri.kokaritis@canadalife.com
     (403) 663-2512 
Helpful links available in Workspace:
Canada Life Illustrations guide
SimpleProtect guide / WebApp quick reference guide
Guide to processing life, CI & DI insurance applications
Insurance forms & processes – Popular or use Process Navigator
Contact information for insurance - Business areas or reach out to Workspace Advisor Support Chat – Canada Life for real-time support for your inforce insurance business
Workspace support: clworkspacesupport@canadalife.com / 1-888-999-4516 
Need CE credits? Check out the Learning Centre on Workspace today. 
Self service options for your clients, encourage them to Register for My Canada Life.
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit Privacy policy.
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 18, 2025 10:51 AM
To: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: RE: !URGENT!: Jame Brant CL Term Listing - *SECOND follow up - originally sent Oct 17/25* /Case23844384

Hi Teri,

Unfortunately, it appears Jeff Gopal’s contact information with Canada Life is still not up-to-date for us to fulfil this Insurance Client Listings request and send the information. Please reach out to Distribution_Methodology@canadalife.com and cc our team in the email for the information to be updated. Once we receive confirmation, we will look into this request.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: Kokaritis, Teri <Teri.Kokaritis@canadalife.com> 
Sent: November 14, 2025 9:27 AM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Gopal, Jeff <jeff.gopal@ig.ca>
Subject: !URGENT!: Jame Brant CL Term Listing - *SECOND follow up - originally sent Oct 17/25*
Importance: High

Hi,

Would you please provide a status update for this request.

Thank you!

Take care  
Teri Kokaritis (she/her) 
Regional Sales Associate 
Distribution Excellence
Teri.kokaritis@canadalife.com
     (403) 663-2512 
Helpful links available in Workspace:
Canada Life Illustrations guide
SimpleProtect guide / WebApp quick reference guide
Guide to processing life, CI & DI insurance applications
Insurance forms & processes – Popular or use Process Navigator
Contact information for insurance - Business areas or reach out to Workspace Advisor Support Chat – Canada Life for real-time support for your inforce insurance business
Workspace support: clworkspacesupport@canadalife.com / 1-888-999-4516 
Need CE credits? Check out the Learning Centre on Workspace today. 
Self service options for your clients, encourage them to Register for My Canada Life.
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit Privacy policy.
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Kokaritis, Teri 
Sent: October 23, 2025 3:21 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Gopal, Jeff <jeff.gopal@ig.ca>
Subject: !FOLLOW UP*: Jame Brant CL Term Listing

Hi,

Would you please provide a status update for the request.

Thank you! Have a great day!

Take care  
Teri Kokaritis (she/her) 
Regional Sales Associate
Distribution Excellence
Teri.kokaritis@canadalife.com
     (403) 663-2512 
Helpful links available in Workspace:
Canada Life Illustrations guide
SimpleProtect guide / WebApp quick reference guide
Guide to processing life, CI & DI insurance applications
Insurance forms & processes – Popular or use Process Navigator
Contact information for insurance - Business areas or reach out to Workspace Advisor Support Chat – Canada Life for real-time support for your inforce insurance business
Workspace support: clworkspacesupport@canadalife.com / 1-888-999-4516 
Need CE credits? Check out the Learning Centre on Workspace today. 
Self service options for your clients, encourage them to Register for My Canada Life.
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit Privacy policy.
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Kokaritis, Teri <Teri.Kokaritis@canadalife.com> 
Sent: October 17, 2025 2:08 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Gopal, Jeff <jeff.gopal@ig.ca>; Prevalnig, Brian <Brian.Prevalnig@canadalife.com>
Subject: Jame Brant CL Term Listing

Hi,

Would you please provide a term client listing for James Brant CL #C5109.

Thank you! Have a great day! 😊

Take care  
Teri Kokaritis (she/her) 
Regional Sales Associate
Distribution Excellence
Teri.kokaritis@canadalife.com
     (403) 663-2512 
Helpful links available in Workspace:
Canada Life Illustrations guide
SimpleProtect guide / WebApp quick reference guide
Guide to processing life, CI & DI insurance applications
Insurance forms & processes – Popular or use Process Navigator
Contact information for insurance - Business areas or reach out to Workspace Advisor Support Chat – Canada Life for real-time support for your inforce insurance business
Workspace support: clworkspacesupport@canadalife.com / 1-888-999-4516 
Need CE credits? Check out the Learning Centre on Workspace today. 
Self service options for your clients, encourage them to Register for My Canada Life.
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit Privacy policy.
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Gopal, Jeff <Jeff.Gopal@ig.ca> 
Sent: October 17, 2025 1:11 PM
To: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Cc: Prevalnig, Brian <Brian.Prevalnig@canadalife.com>; Brant, James <James.Brant@ig.ca>
Subject: Jame Brant CL Term Listing

Hi Teri, Would you be able to send us a full client term life insurance listing for James Brant? We are trying to organize all insurance clients and potential opportunities for re writes and conversions. Regards, Jeffrey Gopal Regional Estate
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Teri,

Would you be able to send us a full client term life insurance listing for James Brant?

We are trying to organize all insurance clients and potential opportunities for re writes and conversions.

Regards, 



 
Jeffrey Gopal
Regional Estate and Insurance Specialist
cell 604 655 6365

Book time with Gopal, Jeff: Insurance Review Meeting/Discussion – 60 minutes
Book time with Gopal, Jeff: Insurance Discussion – 30 minutes
Book time with Gopal, Jeff: Insurance Quick Chat  – 15 minutes

Member of the Power Financial Corporation Group of Companies
 
LEGAL NOTICE
 
This message (including attachments, if any) is intended only for the use of the addressee, and may contain privileged or confidential information.  Please do not forward this message without the sender's permission.  Any unauthorized distribution, copying, disclosure or dissemination of this transmission is strictly prohibited.  Taking of any income tax or legal action in reliance on the contents of this transmission is strictly prohibited without guidance from a tax or legal professional. If you are not (one of) the intended recipient(s), if you receive this transmission in error or if it is forwarded to you without the express authorization of IG Wealth Management or I.G. Insurance Services Inc, please destroy this transmission and contact us immediately.  Thank-you",True,2025-11-21T18:21:51.000+0000,False,False,005OH0000071DK9YAM,2025-11-21T18:21:51.000+0000,005OH0000071DK9YAM,2025-11-21T18:21:52.000+0000,005OH0000071DK9YAM,2025-11-21T18:21:52.000+0000,(604)682-5431,(604) 655-6365,jeff.gopal@ig.ca,(604)681-3207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR2IaYAK,False,,23946501,003OH00000Cq6dZYAR,001OH00000FPgN1YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:02:13.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T19:02:13.000+0000,005G0000002gxxjIAA,2025-11-21T19:02:14.000+0000,005G0000002gxxjIAA,2025-11-21T19:02:14.000+0000,(514)822-4270,819-209-9779,patrick.gaskell@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR2YeYAK,False,,23943975,003G000001F3cBGIAZ,0010A000002wS0uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Helped register successfully for Workspace. 
===============================
Hello Preet, 

Thank you for contacting Workspace Support. It was our pleasure to help you register for Workspace today as an MGA and to gain access to your online account. 

Your voice matters. Let us know what you thought about the service offered today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T18:32:08.000+0000,False,False,005OH00000BFQFGYA5,2025-11-21T18:19:02.000+0000,005OH00000BFQFGYA5,2025-11-21T18:32:08.000+0000,005OH00000BFQFGYA5,2025-11-21T18:32:08.000+0000,604 270 1142,236 480 5397,preet@montridge.com,(604) 939-5322,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR3cqYAC,False,,23943910,003G0000018f6fiIAA,0010A000002wOdkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM download help,Medium,"*** DDS Nov 21st, 2025 ***
Helped advisor download and decompress all 10 data extracts from Workspace account. Explained in detail what it corresponds to.
===============
Good afternoon Eduardo,

It was a pleasure speaking with you today and helping you download your CRM data.

During our call, I explained the concept of the CRM data and helped you download all 10 data extract from your Workspace account. Here is what is included in the extract and will not be available anymore on Workspace as of January 19th, 2026:

 

I’m glad I was able to assist you today with downloading your CRM data on your computer. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-21T19:12:44.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T18:17:57.000+0000,005OH00000AbJ7aYAF,2025-11-21T19:13:56.000+0000,005OH00000AbJ7aYAF,2025-11-21T19:13:56.000+0000,(855)776-5346,(416) 616-1604,ed@projectfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR3w8YAC,False,,23941973,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:44:06.000+0000,False,False,005OH000005URvxYAG,2025-11-21T17:44:06.000+0000,005OH000005URvxYAG,2025-11-21T17:44:07.000+0000,005OH000005URvxYAG,2025-11-21T17:44:07.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR4dkYAC,False,,23948856,0030A0000029Zu3QAE,0010A000002vz88QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"**DDSS**11/21/2025

Support associate unable to access new business web app due to error , the error is a result of delegation access not set up.
***********
Hi Caroline , thank you for contacting the workspace support today.

To recap our call, you were having issues accessing the new business web app to view an application after doing an investigation the error you’re receiving has to do with your delegation access. You will have to contact Distribution_Methodology@canadalife.com for confirmation.




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T20:27:00.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T19:42:16.000+0000,005OH00000BFQFCYA5,2025-11-21T20:27:01.000+0000,005OH00000BFQFCYA5,2025-11-21T20:27:01.000+0000,(613)848-7944,,tracyparks@dethomaswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR69BYAS,False,,23941609,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Investment Centre,Medium,"User was being requested to put in user ID and Password when clicking on Portfolio on Investment Centre. He was receiving an error message "" Single sign on (SSO) is enabled for this user. Please login using the correct Identity Provider""

Code: LL28177
Email: jonathan.sui@enjoylifewealth.ca 

************************************************
Good afternoon, Jonathan

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Investment Centre!
 
I'm glad I was able to assist you with trouble shooting so you can see your client’s portfolio in Investment Centre. As a recap to clear cookies and cache you want to follow these steps:
1.	Select three dots in the top right-hand corner and then ‘Settings’ 
2.	Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3.	Change ‘Time Range’ to ‘All Time’
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’

If you have any questions or need further assistance, we’re here to help. 

would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T17:59:30.000+0000,False,False,005OH00000BG5v4YAD,2025-11-21T17:38:22.000+0000,005OH00000BG5v4YAD,2025-11-21T17:59:30.000+0000,005OH00000BG5v4YAD,2025-12-13T02:02:58.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR6UEYA0,False,,23947414,0030A00000B20k5QAB,0010A00000BcIRUQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client missing,Medium,"*** DDS Nov 21st, 2025 ***
User wants to access a policy that is under a different advisor so I explained it's not under his name.
==========
Good afternoon David,

It was a pleasure speaking with you today and helping you find a missing policy 60663797D.

This policy is under a different advisor and this is why you cannot access it through Workspace.

I’m glad I was able to assist you today to learn more about the missing policy. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T19:31:04.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T19:18:16.000+0000,005OH00000AbJ7aYAF,2025-11-21T19:31:04.000+0000,005OH00000AbJ7aYAF,2025-11-21T19:31:04.000+0000,(226)868-6016,,david@bakerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR6u6YAC,False,,23949887,003G0000018f76vIAA,0010A000002wPAFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:59:27.000+0000,False,False,005OH000002N6huYAC,2025-11-21T19:59:27.000+0000,005OH000002N6huYAC,2025-11-21T19:59:27.000+0000,005OH000002N6huYAC,2025-11-21T19:59:27.000+0000,(514)962-3168,(514) 962-3168,zhouwende@hotmail.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR7V6YAK,False,,23943777,0031600002TuTViAAN,0010A000002wO2wQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked out of Product Illustrations Desktop,Medium,"Caller's Name: Bryan Fryday
Advisor or support staff: Advisor 
Advisor Code: LL34936/ F6993
Advisor Name: Bryan Fryday	
Phone: (902) 456-2598
Email: bryanfryday@baywealth.ca		
1. Siebel verification: Completed partially, suite # is wrong. OLD address. he will reach out to C&L to update
2. Last Login to Workspace: logged in now.
Issue: Trying to access Product Illustrations/Desktop version. Last changed the password in Feb. It asked the security question which is what his fave food is and he couldn't pass/now locked out.
Wants to know how to change the security question also.
 

FINDINGS/RESOLUTION: 
checked KB0023420 and KB0023362 both are the same. went with the last updated kb KB0023362
checked ISAM, found his LL34936@llext is locked. he confirmed followed KB0020858 verified/unlicked/issued temp password Canada@2025
he was able to re-set his password/and sign into the desktop version. 

side note: No londonlife.bz account acct seen in ISAM.
Also Jason in question corner noted this: There's an issue currently with ISAM .bz accounts and prod illus. Matt and the Illustration teams are trying to get ot the bottom of it. I'd say let the user know you'll look into it and get back to them. We don't really have a concrete solution for this currently.
He mentioned to still follow the KB.

RESOLVED
--------------------------------------***DDS  11/21/2025***--------------------------
Hello Bryan,

Thank you for contacting Workspace Support today regarding being locked out of Product Illustrations desktop version. 

It was a pleasure speaking to you and helping you resolve your access issue.

During our call it was determined your user id LL34936@llext was locked, we completed verification, reset your password, you were then able to sign in with the temp password I provided and change it to your own now.

Please also reach out to contracts&compensation@canadalife.com to have your address information corrected. Thanks

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-21T18:49:51.000+0000,False,False,005OH00000AUS7aYAH,2025-11-21T18:15:53.000+0000,005OH00000AUS7aYAH,2025-11-21T18:49:51.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:22.000+0000,(902)482-9665,(902) 456-2598,bryanfryday@baywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR8e2YAC,False,,23942067,0030A0000029Y2cQAE,0010A000002vxYKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T17:45:41.000+0000,False,False,005OH000005URvxYAG,2025-11-21T17:45:41.000+0000,005OH000005URvxYAG,2025-11-21T17:45:41.000+0000,005OH000005URvxYAG,2025-11-21T17:45:41.000+0000,(780)702-0344X104,,tom@lifeguidefinancial.com,(780)702-0523,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR9a6YAC,False,,23942267,003OH000004GTJtYAO,001OH000005P89BYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset MFA,Medium,"***DDS*** 11/21/25
Name: Nicholas Lambert
Phone: 613-203-0333
Agent code: E9988
Reference: KB0020738

Hello Nicholas,

Thank you for contacting Workspace Support today regarding resetting MFA

To recap our call today:

We reset your MFA
You created a new MFA connection
Logged in, out and back in again successfully 

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-21T18:06:15.000+0000,False,False,005OH00000BGeeHYAT,2025-11-21T17:48:46.000+0000,005OH00000BGeeHYAT,2025-11-21T18:06:15.000+0000,005OH00000BGeeHYAT,2025-11-21T18:06:15.000+0000,(343)809-7900,613-203-0333,nicholas@pentawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gR9dNYAS,False,,23943102,003OH00000EJeHvYAL,001OH00000I0L0ZYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:03:43.000+0000,False,False,005OH000005URvxYAG,2025-11-21T18:03:43.000+0000,005OH000005URvxYAG,2025-11-21T18:03:43.000+0000,005OH000005URvxYAG,2025-11-21T18:03:43.000+0000,(780)781-8909,,shrey.kothari@visioncu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRAHrYAO,False,,23942900,0030A0000029oFdQAI,0010A000002wAvsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:00:16.000+0000,False,False,005OH000003ds0PYAQ,2025-11-21T18:00:16.000+0000,005OH000003ds0PYAQ,2025-11-21T18:00:16.000+0000,005OH000003ds0PYAQ,2025-11-21T18:00:16.000+0000,(705)277-1898,705 277 3186,ralph.sibigroup@outlook.com,(705)277-2905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRAuNYAW,False,,23943702,0035o000006p1EeAAI,0015o000007QS79AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:14:32.000+0000,False,False,005OH000005URvxYAG,2025-11-21T18:14:32.000+0000,005OH000005URvxYAG,2025-11-21T18:14:33.000+0000,005OH000005URvxYAG,2025-11-21T18:14:33.000+0000,(780)860-1277,,josephuruvath2410@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRBvIYAW,False,,23947178,0030A0000029YQ8QAM,0010A000002vxrBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1293,Medium,"User is receiving an error message in which he received this morning but was assisted to reset password but the message appeared again. 
Indicated to the member that we have identifies an issue with there Workspace account and are investigating the issue with the L2 team, and will follow up as soon as we can. 

Code: A6472
Email: jlapolla@sympatico.ca 

Escalated to L2 (Jennifer)",True,2025-11-21T19:29:19.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T19:14:10.000+0000,005OH00000BG5v4YAD,2025-11-21T19:55:30.000+0000,005OH000006wv2TYAQ,2025-11-21T19:55:30.000+0000,(514)865-7729,,jlapolla@sympatico.ca,(514)326-0250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRCwEYAW,False,,23950049,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-11-21T20:09:09.000+0000,False,False,005OH000006uyEFYAY,2025-11-21T20:02:07.000+0000,005OH000006uyEFYAY,2025-11-21T20:09:09.000+0000,005OH000006uyEFYAY,2025-11-21T20:09:09.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEFYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRDLyYAO,False,,23943626,0030A0000029avMQAQ,0010A000002vzyiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:13:03.000+0000,False,False,005OH000005URvxYAG,2025-11-21T18:13:03.000+0000,005OH000005URvxYAG,2025-11-21T18:13:04.000+0000,005OH000005URvxYAG,2025-11-21T18:13:04.000+0000,(780)753-2005,780-753-0219,danielschindel@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gREMvYAO,False,,23946178,003OH00000Cq6dZYAR,001OH00000FPgN1YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:56:39.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T18:56:39.000+0000,005G0000002gxxjIAA,2025-11-21T18:56:39.000+0000,005G0000002gxxjIAA,2025-11-21T18:56:39.000+0000,(514)822-4270,819-209-9779,patrick.gaskell@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gREWYYA4,False,,23943911,003OH000003Ml0FYAS,001OH00000QuxDeYAJ,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Data Transfer Issue,Medium,"**WRS Email Thread** Nov 21 2025

Good Day Michael,

I would like to inform you that this matter was escalated, and I can confirm the transfer was completed. The business should have moved to your code A5347.

Thank you and have a great day,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
    
Wilfredy
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T18:17:57.000+0000,False,False,005OH000002iN7rYAE,2025-11-21T18:17:57.000+0000,005OH000002iN7rYAE,2025-11-21T18:17:57.000+0000,005OH000002iN7rYAE,2025-11-21T18:17:57.000+0000,(902)221-7201,,michael@dhrobertsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRFSfYAO,False,,23945020,0030A0000029gyuQAA,0010A000002w4vIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:36:42.000+0000,False,False,005OH000003ds0PYAQ,2025-11-21T18:36:42.000+0000,005OH000003ds0PYAQ,2025-11-21T18:36:42.000+0000,005OH000003ds0PYAQ,2025-11-21T18:36:42.000+0000,(705)674-9973,,laverdiere@regentfinancial.ca,(705)674-9348,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRG3mYAG,False,,23947831,0035o000003uw6zAAA,0015o000004WOlcAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:25:25.000+0000,False,False,0055o000002KxmIAAS,2025-11-21T19:25:25.000+0000,0055o000002KxmIAAS,2025-11-21T19:25:26.000+0000,0055o000002KxmIAAS,2025-11-21T19:25:26.000+0000,(519)878-5804,,ontarioinsurancesolutions@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRGIGYA4,False,,23947895,003OH00000MFQwnYAH,001OH00000R27KaYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:26:32.000+0000,False,False,005OH000007fgYjYAI,2025-11-21T19:26:32.000+0000,005OH000007fgYjYAI,2025-11-21T19:26:32.000+0000,005OH000007fgYjYAI,2025-11-21T19:26:32.000+0000,(438)868-0481,,youri.ronai-hird@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRGYPYA4,False,,23948321,0030A0000029Wu2QAE,0010A000002vwZFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:33:21.000+0000,False,False,005OH0000030c5BYAQ,2025-11-21T19:33:21.000+0000,005OH0000030c5BYAQ,2025-11-21T19:33:22.000+0000,005OH0000030c5BYAQ,2025-11-21T19:33:22.000+0000,(613)274-2662X312,,david.bourada@ipprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRH9XYAW,False,,23946109,0030A00000B78RrQAJ,0010A00000BhOLUQA3,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Confirmation of registration,Medium,"Hi Amber, 

Thank you for contacting Workspace Support team.  

Please note that both advisors, Terrence O’Neill and Paul Gagne, have active Workspace MGA accounts. However, advisor Jason Holt is currently registered under their Advisor Solutions account only and does not have an MGA account on Workspace.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Wang, Amber (Han Yi) <AmberHanYi.Wang@canadalife.com> 
Sent: November 21, 2025 11:00 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Jessie Asinas <JAsinas@IDCWIN.CA>; Jas Gill <JGill@IDCWIN.CA>; Dery, Tammy <tammy@donvito-oneill-gagne.com>
Subject: RE: Canada Life new business
Importance: High

Hello Workspace Support,

Please confirm if the advisors below already have their Workspace accounts set up under the MGA channel.
Terrence O’Neill - H4993
Paul Gagne – H4965
Jason Holt - B0188

Thanks. 

Amber Wang
Business Service Associate  |  Independent Distribution, BC
amberhanyi.wang@canadalife.com  |  604-648-3007
*New* Canada Life Advisor Rewards
Start qualifying today and take your business to new heights.
You can qualify for both insurance and wealth bonuses.
*New* Visit Canada Life’s Chinese market resources page. Bookmark it now for quick access to all the Chinese-language resources and check back often for updates.

Workspace Technical Support: 1 (800) 475-7001
Advisor Workspace Login – Canada Life
SimpleProtect application updates to term, single-life policies
Introducing a streamlined digital term conversion application experience

What's on Workspace and what's coming soon

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 21, 2025 9:49 AM
To: Wang, Amber (Han Yi) <AmberHanYi.Wang@canadalife.com>
Cc: Jessie Asinas <JAsinas@IDCWIN.CA>; Jas Gill <JGill@IDCWIN.CA>; Distribution Methodology <Distribution_Methodology@canadalife.com>; Dery, Tammy <tammy@donvito-oneill-gagne.com>
Subject: RE: Canada Life new business

Hi Amber.

The following advisors have CL advisor codes under the MGA channel:

Terrence O’Neill - H4993
Paul Gagne – H4965
Jason Holt - B0188

They have registered their user IDs.  If they forgot their user IDs, please let us know and we will email this information directly to them.

Please email clworkspacesupport@canadalife.com and they will confirm if they have a Workspace account under the MGA channel.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Wang, Amber (Han Yi) <AmberHanYi.Wang@canadalife.com> 
Sent: November 19, 2025 12:09 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Jessie Asinas <JAsinas@IDCWIN.CA>; Jas Gill <JGill@IDCWIN.CA>; Dery, Tammy <tammy@donvito-oneill-gagne.com>
Subject: RE: Canada Life new business

Hello,

Could you please confirm that the MGA Workspace Access for the following three advisors has been fully set up, and that they can submit applications through IDC?
Terry O’Neill, Paul Gagné and Jason Holt 

Thanks!

Amber Wang
Business Service Associate  |  Independent Distribution, BC
amberhanyi.wang@canadalife.com  |  604-648-3007
*New* Canada Life Advisor Rewards
Start qualifying today and take your business to new heights.
You can qualify for both insurance and wealth bonuses.
*New* Visit Canada Life’s Chinese market resources page. Bookmark it now for quick access to all the Chinese-language resources and check back often for updates.

Workspace Technical Support: 1 (800) 475-7001
Advisor Workspace Login – Canada Life
SimpleProtect application updates to term, single-life policies
Introducing a streamlined digital term conversion application experience

What's on Workspace and what's coming soon

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Tammy Dery <tammy@donvito-oneill-gagne.com> 
Sent: November 19, 2025 8:38 AM
To: Jas Gill <JGill@IDCWIN.CA>
Cc: Wang, Amber (Han Yi) <AmberHanYi.Wang@canadalife.com>; Jessie Asinas <JAsinas@IDCWIN.CA>
Subject: [EXT] RE: Canada Life new business

OK…so I should wait for someone to confirm that we do have access? Terry O’Neill, Paul Gagné and Jason Holt. Tammy Dery Risk Management Client Services 23, av de la Baie-de-Valois Pointe-Claire, QC, H9R 4B4 T: 514-789-2220 F: 514-789-2221 tammy@ donvito-oneill-gagne. com
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
OK…so I should wait for someone to confirm that we do have access? Terry O’Neill, Paul Gagné and Jason Holt.


 	
Tammy Dery
	Risk Management Client Services
	23, av de la Baie-de-Valois
	Pointe-Claire, QC, H9R 4B4
	T: 514-789-2220 F: 514-789-2221
	tammy@donvito-oneill-gagne.com

	

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Jas Gill <JGill@IDCWIN.CA> 
Sent: Wednesday, November 19, 2025 10:38 AM
To: Tammy Dery <tammy@donvito-oneill-gagne.com>
Cc: Wang, Amber (Han Yi) <amberhanyi.wang@canadalife.com>; Jessie Asinas <JAsinas@IDCWIN.CA>
Subject: RE: Canada Life new business

Amber,
 
Can you help ensure that Tammy can access the new business website and submit applications?
 
Jesse – fyi
 
Tammy – let's try to touch base on this.  We need to make sure you have access first.  
 
Jas Gill CFP, CIM, CLU, MBA
Head of Strategic Accounts
 
 
T: 604-689-8289 Ext 7243 | M: 604-807-8496
 
IDC Worldsource Insurance Network Inc., 1810 – 1075 West Georgia Street, Vancouver, BC V6E 3C9
 
This transmission is intended only for the individual to whom it is addressed. It may contain information which is of a private and/or confidential nature. If you are not the intended recipient of this information, or the person responsible for delivering this message, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this transmission in error, please notify the sender immediately and destroy this transmission.
 
 
 
From: Tammy Dery <tammy@donvito-oneill-gagne.com> 
Sent: November 19, 2025 7:12 AM
To: Jas Gill <JGill@IDCWIN.CA>
Subject: Canada Life new business
 
CAUTION: This email originated outside of the organization. Do not click links or open attachments unless you are expecting this email and know the contents are safe.
VEUILLEZ NOTER : Cet e-mail provient de l'extérieur de l'organisation. Ne cliquez pas sur les liens et n'ouvrez pas les pièces jointes à moins que vous n'attendiez cet e-mail et que vous sachiez que son contenu est sécurisé. 
 
________________________________________
Good morning Jas,
We will now be putting all Canada Life new business through the IDC MGA channel.  Previously it was entered via the CL Advisors Solutions channel.  That is to say, we have to user ID/passwords for the two.  When we dealt with Advisor Solutions, all underwriting was directly with our New Business associate at Canada Life.  I just want to confirm that, once we complete applications on the MGA channel, the underwriting and correspondence is via IDC.
Want to make sure that this is how we proceed with new business.
Thank you,
Tammy
 
 
 	 
Tammy Dery
	Risk Management Client Services
	23, av de la Baie-de-Valois
	Pointe-Claire, QC, H9R 4B4
	T: 514-789-2220 F: 514-789-2221
	tammy@donvito-oneill-gagne.com

	
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 

Disclaimer
The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived.",True,2025-11-21T18:55:24.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T18:55:24.000+0000,005OH00000AbCcLYAV,2025-11-21T18:55:50.000+0000,005OH00000AbCcLYAV,2025-11-21T18:55:50.000+0000,(604)438-3699,,amberwang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRHZGYA4,False,,23943973,0030A0000029khqQAA,0010A000002w7zPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:18:57.000+0000,False,False,005OH000003ds0PYAQ,2025-11-21T18:18:57.000+0000,005OH000003ds0PYAQ,2025-11-21T18:18:57.000+0000,005OH000003ds0PYAQ,2025-11-21T18:18:57.000+0000,(705)743-9650,,d.raycroft@holliswealth.com,(705)743-9651,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRHasYAG,False,,23944089,003OH00000Qmg4UYAR,001OH00000WaKUTYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,workspace registration - Advisor code invalid - ERR-W1519,Medium,"*** DDS 24NOV2025 ***
003OH00000QnR0EYAV - registration completed, was using wrong code (corporate vs personal)

***DDS*** 11/24/25
Name: Tanios Odaimi (Tony)
Phone: 416-629-0495
Agent code: H6801
Reference: KB0020538
Message from TJ: 
Just letting you know that I have linked Tony Odaimi's MGA account and fixed it, so if you have a case for him your can close it!
 

Hello Tony, 

I also noticed that you have not completed registration on your MGA workspace account yet? 

Please complete registration and log into workspace, then log out and try linking workspace to Advice Canada.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 24, 2025 8:01 AM
To: Odaimi, Tony <tony@odaimifinancialservices.com>
Subject: 23944089 - workspace registration - Advisor code invalid - ERR-W1519

Hello Tony, 

Can you take a screen shot of the entire screen where you are getting the error message “error: ERR-W1982” so we can investigate.

Please also confirm what email address you are using and if it is typed in correctly.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tony Odaimi <tony@odaimifinancialservices.com> 
Sent: November 21, 2025 3:54 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 23944089 - workspace registration - Advisor code invalid - ERR-W1519

Hi Vinh. I completed the process and went to Advice Canada to link the websites and reached to the place where it says to connect Workspace. I followed the instructions to login, but it gave me an error: ERR-W1982. It asked for my email address
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    Report Suspicious    ‌ 



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Hi Vinh.
I completed the process and went to Advice Canada to link the websites and reached to the place where it says to connect Workspace. I followed the instructions to login, but it gave me an error: ERR-W1982. It asked for my email address and password. I tried different passwords but didn't work. Please let me know if this can be fixed.
Thanks.
Tony.
Tanios (Tony) Odaimi, CLU, CH.F.C.
Odaimi Financial Services Inc.
Financial Security and Investment advisor
1105D Kingston Rd., Unit 203
Pickering, ON, L1V 1B5
Cell 416 629 0495
E-Mail: tony@odaimifinancialservices.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. 

Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




***DDS*** 11/21/25
Name: Tanios Odaimi  (Tony)
Phone: 416-629-0495
Agent code: H6801
Reference: KB0020538  

Hello Tony, 

Thank you for contacting Workspace Support today regarding workspace registration.

To recap our call for today:
Reset user ID password
Advisor code invalid - ERR-W1519
Contacted L2 – will fill out the information needed and send to L2 to review.


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-21T19:09:52.000+0000,False,False,005OH00000BGeeHYAT,2025-11-21T18:20:45.000+0000,005OH00000BGeeHYAT,2025-11-24T16:38:13.000+0000,005OH000006wv2TYAQ,2025-11-24T16:38:13.000+0000,(416)629-0495,,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRHcVYAW,False,,23951215,0031600002cIznIAAS,0010A000002wOKdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Basic ws access issues
====================
Hello Sheriann, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access your Workspace Account. Our email contact is workspacesupport@canadalife.com

Your voice matters! Let us know what you thought about the quality of service provided by filling out a brief survey.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T20:55:31.000+0000,False,False,005OH00000BFQFGYA5,2025-11-21T20:23:36.000+0000,005OH00000BFQFGYA5,2025-11-21T20:55:31.000+0000,005OH00000BFQFGYA5,2025-11-21T20:55:31.000+0000,(306)230-5489,(306) 230-5489,sheriann@eaglewoodwealthmgmt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRHz6YAG,False,,23948525,0031600002XamFSAAZ,0010A000002wOAcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User unable to load client into Conquest - INC1867791,Medium,"*** DDS 26NOV2025 ****
requested availability for call, no response, f/u email with steps from the lab sent to user, closing

*** DDS 24NOV2025 ***
DAS_GBP November 24 2025

Does the advisor have a plan for the client currently? I see that they are looking at creating a co-client plan in the screen shot so this person they are trying to create the co-plan for whether it is the client Gordon Smith or the other client that is the co with Gordon already has a plan this will not work. The Advisor needs to archive any existing plans for these clients before creating a co-client plan.

Ed H
*** DDS 24NOV2025 ***

INC1867791 submitted for error loading client (KB0015653)

Dual user Jacqueline Rizza reporting an error when trying to import client, Gordon Smith, into Conquest; referred to L2 for DAS ticket as per ADSL Support Path document 

***EMAIL CHAIN***
Hello Jacqueline,

I am following up regarding the email below. I have attached a document with the steps provided from our Digital Hub team that handles Conquest issues for you to try. Please let me know if you have any questions or if you would like to schedule a call to go through the steps together. 

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 24, 2025 2:49 PM
To: Rizza, Jacqueline <jacqueline@elevatedfinancialwealth.com>
Subject: RE: client not loading into conquest - C23948525/INC1867791

Hello Jacqueline,

I have been provided with some steps from Tier 3 that I would like to try with you. What’s your availability like for a call? I am in the office Mon-Fri 8am-4pm EST.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Jacqueline Rizza <jacqueline@elevatedfinancialwealth.com> 
Sent: November 24, 2025 12:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: client not loading into conquest - C23948525/INC1867791

Hello, Thanks, no he doesn't have a plan it won't even let me open his name at all. That's why I was trying to go into his spouse and funnel information in but even that didn't work. I tried everything I've never come across this before. Jacqueline
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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Hello,

Thanks, no he doesn't have a plan it won't even let me open his name at all. That's why I was trying to go into his spouse and funnel information in but even that didn't work. I tried everything I've never come across this before. 

Jacqueline Rizza | BA, RIS, CEA
Wealth Strategist, Insurance Broker & Investment Representative
200 - 110 James Street
St. Catharine's, ON L2R 7E8
Tel: 905-380-6403 
www.JacquelineRizza.com
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Monday, November 24, 2025 11:57 AM
To: Jacqueline Rizza <jacqueline@elevatedfinancialwealth.com>
Subject: RE: client not loading into conquest - C23948525/INC1867791 
 
Hello Jacqueline,
 
Thank you for contacting Workspace Support regarding the conquest issue for this client. We have escalated the issue to our Digital Hub team for investigation, and I have a few additional questions. Does Gordon Smith have a plan already? It appears from the screenshot that you are attempting to create a co-client plan, so if Gordon or the other co-client have existing plans this will not work. Can you please try archiving any existing plans for the clients and try again? 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 21, 2025 12:45 PM
To: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com>
Subject: FW: client not loading into conquest - SF Case #23948525

Hi Team,

Am forwarding this inquiry for L2 DAS ticket please as per the  ADSL Support Path job-aid. 

ADSL user Jacqueline Rizza (F1649) is unable to load her client into Conquest (screenshot attached).
																					
Also please let me know if you need me to gather any additional information from user – was unable to find a KB for this exact error. 

Thank you! 

Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 21, 2025 12:38 PM
To: Rizza, Jacqueline <jacqueline@elevatedfinancialwealth.com>
Subject: RE: client not loading into conquest - SF Case #23948525

Hi Jacqueline,

Thank you for reaching out to Workspace Support! 

We’re sorry to hear that you’re experiencing an issue loading your client, Gordon Smith, into Conquest as expected. 

We have forwarded your screenshot (thank you for providing a full-screen view) to our Digital Lab Team for further investigation. 

We thank you for your patience and will update you here as soon as possible!

In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 ***
From: Jacqueline Rizza <jacqueline@elevatedfinancialwealth.com> 
Sent: November 20, 2025 11:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] client not loading into conquest

Hello, One of my clients is not loading into conquest. See attached screen shot Name is Gordon Smith. Please resolve this ASAP. Thank you, Jacqueline Rizza | BA, RIS, CEA Wealth Strategist, Insurance Broker & Investment Representative 200
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Hello,

One of my clients is not loading into conquest. See attached screen shot
Name is Gordon Smith.

Please resolve this ASAP.
Thank you,

Jacqueline Rizza | BA, RIS, CEA
Wealth Strategist, Insurance Broker & Investment Representative
200 - 110 James Street
St. Catharine's, ON L2R 7E8
Tel: 905-380-6403 
www.JacquelineRizza.com",True,2025-11-26T13:58:18.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T19:36:41.000+0000,005OH00000BFQFDYA5,2025-11-26T13:58:18.000+0000,005OH000006wv2TYAQ,2025-11-26T13:58:18.000+0000,(905)380-6403,(905) 380-6403,jacqueline@elevatedfinancialwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRI0jYAG,False,,23945657,003G0000018f6uQIAQ,0010A000002wOwJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Terry,

As mentioned in my previous email, please see password below for your password-protected Excel file:
ZACVBF8NB8

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Terry,

Please find the attached file of the requested LL16119 (F5704) Wealth Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Edgard,

Thank you for your response.

This request is now complete and sent to terry@atafinancial.ca.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Kazibwami, Edgard <Edgard.Kazibwami@canadalife.com> 
Sent: November 21, 2025 9:16 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: Book of business request: Terry Uhryn (Terry@atafinancial.ca)Hello Catherine, /Case23913871

Hello,

Advisor code is LL16119:

 



Edgard Kazibwami
Client Service Specialist
Wealth Operations, Individual Customer , T424-5B
Canada Life
Telephone: 226-316-1333, Fax Number: 1855-463-0033

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.




From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 20, 2025 1:33 PM
To: Kazibwami, Edgard <Edgard.Kazibwami@canadalife.com>
Subject: RE: Book of business request: Terry Uhryn (Terry@atafinancial.ca)Hello Catherine, /Case23913871

Hi Edgard,

Please note our team provide client listings report to external (field) users only. Could you please provide us the advisor’s code (ex. Canada Life, MGA, Producer, ADSL, five-characters long) for us to look into?

Once the report is complete, it will be sent to the advisor directly. 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Kazibwami, Edgard <Edgard.Kazibwami@canadalife.com> 
Sent: November 18, 2025 9:15 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: Book of business request: Terry Uhryn (Terry@atafinancial.ca)Hello Catherine,

Hello there,

Can I get a book of business for this advisor? 

Thanks.


Edgard Kazibwami
Client Service Specialist
Wealth Operations, Individual Customer , T424-5B
Canada Life
Telephone: 226-316-1333, Fax Number: 1855-463-0033

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-21T18:47:02.000+0000,False,False,005OH0000071DK9YAM,2025-11-21T18:47:02.000+0000,005OH0000071DK9YAM,2025-11-21T18:47:03.000+0000,005OH0000071DK9YAM,2025-11-21T18:47:03.000+0000,(306)546-1385,,terry@atafinancial.ca,(306)543-3886,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRITiYAO,False,,23944436,003G0000018f7UrIAI,0010A000002wPbnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"User wanted assistance with registering 

6136018469

=============================================================================

****Email Chain****

Hello John,

Thank you for your patience while our digital partners investigate the issue you had with not being able to access your Direct and MGA Workspace accounts through Advice Canada.

The issue should now be resolved. Please to go ahead and try to access your Workspace accounts through Advice Canada. If the issue still exists let us know and we will investigate further.

If there is anything else we can assist you with, please do not hesitate to reach out. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 21, 2025 1:08 PM
To: John M. Vachon <john@ex-ponent.com>
Subject: **Case 23944436** - INC1866257 - Phone Call Follow-Up

Hello John,

This is Samantha following up on our phone call regarding Workspace registration.  

I’m glad I was able to assist with resetting the password for your User ID and register you for your MGA Workspace account.

I have gone ahead and escalated the Advice Canada error you are receiving when you try to access your Direct Workspace account to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T23:18:58.000+0000,False,False,005OH000002iN7pYAE,2025-11-21T18:26:32.000+0000,005OH000002iN7pYAE,2025-11-24T23:18:58.000+0000,005OH000002iN7pYAE,2025-11-24T23:18:58.000+0000,(613)747-2458X58,(613) 601-8469,john@ex-ponent.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRJeHYAW,False,,23944284,003G0000018f7AbIAI,0010A000002wPEaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****11/21/25 

Assisted user to complete registration steps and sign in to their MGA WS account 
============================================================================================= 
 
****Email Chain****

Good day Karen,

This is Lawrie following up on our call earlier. I’m glad we were able ot resolve the issue with your User ID and you were able to complete the registration process. You also linked the Microsoft authenticator to your MGA account and were able to sign in, out and back into your MGA Workspace account successfully.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lott, Carolyn <Carolyn.Lott@advicecanada.com> 
Sent: November 21, 2025 6:30 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Karen Archer (Wealthrite Financial Group) <Karen.Archer@wealthrite.ca>
Subject: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi WS,

Happy Friday!

Can you please assist Karen?

Thank you,

Carolyn Lott  B.A.
Business Development Consultant | AC Team Ontario
carolyn.lott@advicecanada.com | 226-781-9171

Vacation Alert: 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Karen Archer <Karen.Archer@wealthrite.ca> 
Sent: November 20, 2025 5:15 PM
To: Lott, Carolyn <Carolyn.Lott@advicecanada.com>
Subject: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi Carolyn, I did register but have had no luck signing in for the mga side of CL. Maybe I need some hand holding. it I cannot get my login to work. Can you help? Thanks, Karen Karen Archer, B. A. Econ, CFP® Partner, Certified Financial Planner®
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carolyn,

I did register but have had no luck signing in for the mga side of CL.

Maybe I need some hand holding. it I cannot get my login to work.

Can you help?

Thanks,

Karen

Karen Archer, B.A. Econ, CFP®               
Partner, Certified Financial Planner®   
 
WealthRite Financial Group Inc.
affiliated with Canada Life & Quadrus Investment Services 
10 Speedvale Ave E, Unit F Guelph, ON N1H 1J3 
519-766-9363 | Cell/Text 519-500-5369| Fax:  519-766-0383 
Sarah Congi, Executive Assistant | Viana Klobuch, Marketing Associate 
www.wealthrite.ca

Specializing in Investments |Mortgages | Life, Disability, and Critical Illness  Insurance |Group Benefit Plans |Pensions | Estate Planning. 

Helping clients make informed decisions. Accumulating wealth, protecting assets, and minimizing taxes. 

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of it or its contents.  Thank you.  Note: We have taken  precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
________________________________________
From: Lott, Carolyn <Carolyn.Lott@advicecanada.com>
Sent: Wednesday, November 19, 2025 8:12:42 AM
To: Karen Archer <Karen.Archer@wealthrite.ca>
Subject: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD) 
 
 
 
Just a quick reminder — your Canada Life Workspace account is waiting for you.
View in browser.

 	 	 

 
 
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Register for Canada Life MGA Workspace today!
You’re receiving this email because you’re contracted with both Financial Horizons and Canada Life.

Welcome to Canada Life Workspace, your digital hub to manage your business, service your clients and access tools to grow your business with Canada Life.

Your Canada Life MGA business needs its own Workspace access
If you’re recently contracted with Financial Horizons, you’ll need to register for a separate version of Workspace. 
•	Get a tailored experience for your MGA business.
•	Stay organized with clear business channels.
•	Easily manage both types of business as your practice evolves.
We’re working to unify your experience this fall and taking this extra step today sets you up for what’s next.
Get started: step-by-step guide
Your registration information 	
First Name:	Karen
Last Name:	Archer
Advisor code*:	Please reference APEXA for your selling code or contact Distribution Methodology

Activation code:	1-1ASHED3


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 	3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 	4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need support?
Contact Workspace Support at CLWorkspaceSupport@canadalife.com.
To learn more, go to Workspace resource page.

Register today and unlock the full potential of Canada Life Workspace.


 
 
Canada Life and design are trademarks of The Canada Life Assurance Company. If you don’t want to receive these updates, you can unsubscribe here.

 



 
 	 	 

 
 
Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement. 
Inscrivez-vous à l’Espace affaires pour AGD de la Canada Vie dès aujourd’hui! 
Vous recevez ce courriel parce que vous détenez un contrat auprès de la Financière Horizons et de la Canada Vie.

Bienvenue dans l’Espace affaires de la Canada Vie, une plateforme numérique où vous pouvez gérer votre pratique, servir vos clients et accéder à des outils pour faire croître vos affaires avec la Canada Vie.

Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie
Si vous avez récemment établi un contrat avec la Financière Horizons, vous devrez vous inscrire à une version distincte de l’Espace affaires. 
•	Obtenez une expérience sur mesure pour vos affaires d’AGD.
•	Restez organisé grâce à des canaux d’affaires clairs.
•	Gérez facilement les deux types d’affaires à mesure que votre pratique évolue.
Nous travaillons à uniformiser votre expérience à l’automne et cette mesure supplémentaire que nous prenons aujourd’hui vous prépare pour ce qui est à venir. 
Pour commencer : guide étape par étape 
Renseignements sur votre inscription	
Prénom: 	
Nom de famille:	
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 






Besoin d’aide?
Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com.
Pour en savoir plus, consultez la page de ressources de l’Espace affaires. 

Inscrivez-vous dès aujourd’hui et tirez le maximum de l’Espace affaires de la Canada Vie.



 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie. Si vous ne souhaitez pas recevoir ces mises à jour, il vous suffit de vous désabonner ici.",True,2025-11-21T18:51:18.000+0000,False,False,005OH0000097FtCYAU,2025-11-21T18:23:52.000+0000,005OH0000097FtCYAU,2025-11-21T18:51:18.000+0000,005OH0000097FtCYAU,2025-11-21T18:51:18.000+0000,(519)766-9363,(519) 500-5369,karen.archer@wealthrite.ca,(519)766-0383,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRKCBYA4,False,,23946027,0030A000008mxPOQAY,0010A000009hfWKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Reconnect Authenticator. 
==================
Hello Jing, 

Thank you for contacting Workspace Support. It was a pleasure to have been able to reconnect your authenticator using Google Authenticator enabling you access to Workspace. 

Your voice matters. Let us know what you thought about the service today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T19:12:59.000+0000,False,False,005OH00000BFQFGYA5,2025-11-21T18:53:38.000+0000,005OH00000BFQFGYA5,2025-11-21T19:27:03.000+0000,005OH00000BFQFGYA5,2025-11-21T19:27:03.000+0000,(403)923-3181,(403) 452-3886,jingyang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRKgpYAG,False,,23949734,0031600002G7Tv8AAF,001G000000urMyzIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:56:55.000+0000,False,False,0050A000001o2WeQAI,2025-11-21T19:56:55.000+0000,0050A000001o2WeQAI,2025-11-21T19:56:56.000+0000,0050A000001o2WeQAI,2025-11-21T19:56:56.000+0000,(902) 429-2917,902-430-4091,admin@cassisfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRLY4YAO,False,,23945138,0030A0000029k9LQAQ,0010A000002w7WFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:38:49.000+0000,False,False,005OH000003ds0PYAQ,2025-11-21T18:38:49.000+0000,005OH000003ds0PYAQ,2025-11-21T18:38:50.000+0000,005OH000003ds0PYAQ,2025-11-21T18:38:50.000+0000,(800)429-9507,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRLl2YAG,False,,23948716,0031600002bWBaVAAW,0010A000002wOJ6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:39:55.000+0000,False,False,0055o000002KxmIAAS,2025-11-21T19:39:55.000+0000,0055o000002KxmIAAS,2025-11-21T19:39:56.000+0000,0055o000002KxmIAAS,2025-11-21T19:39:56.000+0000,(905)769-0460X705,(647) 403-4233,john.lysack@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRLoBYAW,False,,23945126,0030A0000029oAhQAI,0010A000002wAsOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product details - MARKETING INQUIRY,Medium,"Hi Geeta, 

Thank you for contacting Workspace Support team.  

As discussed, please note providing product details, falls outside the scope of our support capabilities.
 Please reach out to one of you regional sales representatives:
-	Sam Bezaire, at: Sam.Bezaire@canadalife.com
-	Evan Puritt, at: Evan.Puritt@canadalife.com
-	Bradley Manning, at:  Bradley.Manning@canadalife.com 

To order Canada Life marketing material, please reach out to: SupplyServicesCL@canadalife.com

If you need assistance, feel free to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
  
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: geeta datta <sahageeta@gmail.com> 
Sent: November 20, 2025 10:49 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Canada Life My Par Gift

Hello, I would like to learn more about this product as one of my clients is interested in it. Could you please help me?  Warm regards,                                                                                                        
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello,

I would like to learn more about this product as one of my clients is interested in it. Could you please help me? 

Warm regards,",True,2025-11-21T18:38:39.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T18:38:39.000+0000,005OH00000AbCcLYAV,2025-11-21T18:39:09.000+0000,005OH00000AbCcLYAV,2025-11-21T18:39:09.000+0000,(416)884-7374,,sahageeta@gmail.com,(647)847-4200,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRLxtYAG,False,,23947801,0030A0000029pJVQAY,0010A000002wBnUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:24:56.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T19:24:56.000+0000,005G0000002gxxjIAA,2025-11-21T19:24:56.000+0000,005G0000002gxxjIAA,2025-11-21T19:24:56.000+0000,(450)508-2174,514-781-3463,johanne.paquette@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRM16YAG,False,,23948903,003G0000018f6qSIAQ,0010A000002wOsGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 21st, 2025 ***
User has a new phone, needs to reset MFA for both MGA and ADSL account. Disconnected
==================
Good afternoon Tony,

It was a pleasure speaking with you today to help you reset your Microsoft Authenticator connection to your Workspace accounts.

During our call, I disconnected the old authenticator link and helped you connect the new Microsoft Authenticator to your MGA and Advisor Solutions Workspace account. In the end you were able to sign in successfully.

If you have any questions, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today to access your Workspace accounts. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-21T20:02:35.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T19:43:05.000+0000,005OH00000AbJ7aYAF,2025-11-21T20:02:35.000+0000,005OH00000AbJ7aYAF,2025-11-21T20:02:35.000+0000,(709)678-2322,,tony@tonyrogers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRMFbYAO,False,,23946128,003OH00000OPhvFYAT,001OH00000Tg9mDYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Regristration,Medium,"User is trying to register for Workspace account. 

Email: tanner@springleaf.ca 
Code: F6296
Code: H5537

***************************************************
Good afternoon, Tanner

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace Registration!

I'm glad you were able to register and sign into your Workspace for your MGA account. 

If you have any questions or need further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T19:05:08.000+0000,False,False,005OH00000BG5v4YAD,2025-11-21T18:55:44.000+0000,005OH00000BG5v4YAD,2025-11-21T19:05:08.000+0000,005OH00000BG5v4YAD,2025-11-21T19:05:08.000+0000,(604)996-6713,,tanner@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRNwTYAW,False,,23947707,0030A0000029ipaQAA,0010A000002w6SKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:23:21.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T19:23:21.000+0000,005OH00000BfjndYAB,2025-11-21T19:23:22.000+0000,005OH00000BfjndYAB,2025-11-21T19:23:22.000+0000,(604)603-9702,,maria.wong7@gmail.com,(604)303-7716,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRNy6YAG,False,,23948734,003G000001D2BahIAF,0010A000002wRp8QAE,,,,,,,012OH000000ijW5YAI,Open,,Email,,Conquest Access Inquiry,Medium,"****DDS****11/21/25 

 
 
============================================================================================= 
 
****Email Chain****

Hello Jennifer,

Thank you for contacting Workspace Support regarding your access to Conquest.

We will need you to access Workspace and provide us a screenshot of the error message you’re getting when tryin to access Conquest. Please include the URL in the screenshot to help investigate this issue.

 

Looking forward to your email to investigate further.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jennifer Heaney <jen@jenheaney.ca> 
Sent: November 20, 2025 11:15 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Conquest Access

Hello: I was an automatic renewal for my Conquest subscription but I think it wasn’t renewed accordingly and I may be in “read-only” mode. Can you please confirm if this is correct or not? If I am in read-only mode please have
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello:

I was an automatic renewal for my Conquest subscription but I think it wasn’t renewed accordingly and I may be in “read-only” mode. Can you please confirm if this is correct or not? If I am in read-only mode please have my access to Conquest reinstated effective immediately. 

Thanks,

Please update your contacts: My email address is now jen@jenheaney.ca. 

Jennifer Heaney
Financial Security Advisor
Affiliated with Canada Life
Investment Representative
Quadrus Investment Services Ltd.

216-2 Bluewater Rd.
Bedford NS B4B 1G7
Tel/Cell: 902-220-9292
jen@jenheaney.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",False,,False,False,005OH0000097FtCYAU,2025-11-21T19:40:23.000+0000,005OH0000097FtCYAU,2025-11-21T19:58:49.000+0000,005OH0000097FtCYAU,2025-11-21T19:58:49.000+0000,(902)220-9292,(902) 220-9292,jen@jenheaney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRPQMYA4,False,,23945901,0030A0000029m4fQAA,0010A000002w95zQAA,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - No Email on File,Medium,"**WRS Email Thread** Nov 21 2025

Bonjour Clement,

Veuillez noter que nous ne voyons pas la mise à jour dans nos dossiers. Si vous pouvez, je nous demande de nous ajouter à la demande que vous aviez faite. 

Merci et bonne journée,

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: dumonttoutant@videotron.ca <dumonttoutant@videotron.ca> 
Sent: November 14, 2025 9:52 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Demande d'information rapide clientèle Clément Dumont - INC1836927

Bonjour Le courriel a bien été envoyé, pourriez-vous nous faire parvenir la liste des clients, svp. Merci à l’avance Le contenu du présent courriel, incluant tout fichier pouvant y être annexé, est confidentiel et protégé par le secret professionnel. 
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour

Le courriel a bien été envoyé, pourriez-vous nous faire parvenir la liste des clients, svp.

Merci à l’avance


 
Le contenu du présent courriel, incluant tout fichier pouvant y être annexé, est confidentiel et protégé par le secret professionnel. Si vous n’en êtes pas le destinataire, nous vous prions d’en aviser l’expéditeur immédiatement et d'en détruire sans délai tout exemplaire. Soyez avisé que toute lecture, reproduction, transmission, publication ou divulgation d’une partie ou de l’ensemble de celui-ci, ainsi que de tout document y étant annexé, est strictement interdite.

De : BusinessReporting <BusinessReporting@canadalife.com>
Date : vendredi, 31 octobre 2025 à 13:15
À : dumonttoutant@videotron.ca <dumonttoutant@videotron.ca>
Objet : Demande d'information rapide clientèle Clément Dumont - INC1836927
Bonjour Clement,
 
Notre équipe a reçu votre demande pour une liste de clients pour vous. En vérifiant votre accès sur nos systèmes, nous avons vu que votre courriel n’est pas dans nos dossiers. 
 
À cause de nos mesures de sécurité, notre équipe ne peut pas envoyer des listes à des courriels qui ne sont pas listés sous votre nom.  
 
Si vous voudriez mettre à jour votre courriel sur nos dossiers, veuillez contacter l’équipe de contrats et licences à canadalife.contracts&licensing@canadalife.com
 
Après que votre courriel correspond sur nos dossiers, nous allons pouvoir vous envoyer les listes de polices que nous pourrons trouver. 
 
 Merci pour votre compréhension. Nous serons à l’attente de la mise à jour.
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T18:51:10.000+0000,False,False,005OH000002iN7rYAE,2025-11-21T18:51:10.000+0000,005OH000002iN7rYAE,2025-11-21T18:51:10.000+0000,005OH000002iN7rYAE,2025-11-21T18:51:10.000+0000,(418)845-6430,,dumonttoutant@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRPv6YAG,False,,23951512,0030A0000029pKhQAI,0010A000002wBoHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Bree,

Our team has received your request to provide Client Listings report for Advisor code E3706. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Bree,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
OJTC8ZHC53
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
















Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Life Design Analysis <info@lifedesignanalysis.com> 
Sent: November 18, 2025 12:36 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: bree.schroh@servuswealth.ca
Subject: [EXT] Inforce Request for Agent: Bree Schroh, Advisor Code: E3706

Hello, this is a request on behalf of Bree Schroh for a spreadsheet (Excel) export of all their inforce policies. The advisor code is E3706 and the agent has been copied on this message if there are any questions. Regards, Life Design Analysis
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 
Hello, this is a request on behalf of Bree Schroh for a spreadsheet (Excel) export of all their inforce policies.

The advisor code is E3706 and the agent has been copied on this message if there are any questions.

Regards,
Life Design Analysis Inc.
1 855 268 2255
Life Design Analysis Inc.
100 Kellogg Lane
Unit 1405
London Ontario, N5W 0B4 	 


Copyright © 2025 Life Design Analysis Inc. All Rights Reserved",True,2025-11-21T20:28:47.000+0000,False,False,005OH0000088z1hYAA,2025-11-21T20:28:47.000+0000,005OH0000088z1hYAA,2025-11-21T20:32:41.000+0000,005OH0000088z1hYAA,2025-11-21T20:32:41.000+0000,(403)669-1467,,bree.schroh@servuswealth.ca,(604)714-3901,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRPzxYAG,False,,23948611,003OH000002pIjJYAU,001OH000003XFxqYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:38:03.000+0000,False,False,0055o000002KxmIAAS,2025-11-21T19:38:03.000+0000,0055o000002KxmIAAS,2025-11-21T19:38:04.000+0000,0055o000002KxmIAAS,2025-11-21T19:38:04.000+0000,(519)258-5510,,dtolmie@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRR2RYAW,False,,23950528,0030A0000029ptBQAQ,0010A000002wCFGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Logon,Medium,"***DDS*** 11/21/25
Name: susan rivera-lumitao
Phone: 604-781-8754
Agent code: A2720

Susan does not have her User ID.

email: Hello Susan

Thank you for contacting the Workspace support group unfortunately you will need your User ID in oder to log into Workspcae.

Please contact Distribution_Methodology@canadalife.com and request an email to be sent to you with your User ID.

Please let me know if you have any questions or if there is anything else I can assist with.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-21T20:34:34.000+0000,False,False,005OH00000BGeeHYAT,2025-11-21T20:11:19.000+0000,005OH00000BGeeHYAT,2025-11-21T20:34:34.000+0000,005OH00000BGeeHYAT,2025-11-21T20:34:34.000+0000,(604)438-3699,,susanriveralumitao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRRQYYA4,False,,23945705,0030A0000029m3lQAA,0010A000002w955QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:47:56.000+0000,False,False,005OH000004oiYEYAY,2025-11-21T18:47:56.000+0000,005OH000004oiYEYAY,2025-11-21T18:47:56.000+0000,005OH000004oiYEYAY,2025-11-21T18:47:56.000+0000,(519)641-8019,,bfitzsimons@execulink.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRSZVYA4,False,,23945968,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Workspace,Medium,"Caller's Name: JOHN ROBERT GLAYSHER
Advisor or support staff: Advisor 
Advisor Code: A8462 MGA
Advisor Name: JOHN ROBERT GLAYSHER	
Phone: (519) 290-1490
Email: jglaysher@execulink.com		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: issue accessing workspace/or trying to register


FINDINGS: SF PROFILE SHOWS TEST DUMMY. ColonelJRG75TSR@clext is active

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001pOzlAAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HCeZAAW%26cntc%3D0035o000004HCeZAAW%26id%3D0055o000001pOzlAAE

RESOLUTION: DID LOG ME IN, he's trying to register for workspace. guided him to register with ColonelJRG75TSR@clext but the password didn't work.
had him self serve on repnet to reset but it wouldn't work. 
followed KB0020858. verified and gave temp password Canada@2025
he went through the registration now and to setup MFA, he's unable to download apps/has to update his phone. can't download anything on app store
setup browser authenticator tested ok



SENT FOLLOW UP
--------------------------------------***DDS  11/21/2025***--------------------------
Hello John,

Thank you for contacting Workspace Support today. It was a pleasure speaking to you and helping you with registering for Workspace access.

As discussed, you created your User ID ColonelJRG75TSR@clext Wednesday. We verified and reset your password.

I guided you to now register for Workspace. You completed registration and was able to sign into Workspace. 

We then setup the Multifactor Authentication on your browser as you could not download anything from your APP store as there is an update pending.

We were able to setup the setup the browser authenticator on Google Chrome and then access Workspace, as discussed you will only be able to access Workspace on this computer/browser. 

I had you then sign out and in again to test with success. We also tried a few times to ensure you were comfortable with signing in using the browser authenticator.

Here is what the icon you will need to click on to generate the code in your Google Chrome browser.
 
Note: Once you update your phone or if you get a new phone you will need to reach out to us to have it connected if you would like to install the authenticator on your phone.

Also please also allow up to 48hrs before you can access your book of business in Workspace.


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T20:50:00.000+0000,False,False,005OH00000AUS7aYAH,2025-11-21T18:52:33.000+0000,005OH00000AUS7aYAH,2025-11-21T20:50:00.000+0000,005OH00000AUS7aYAH,2025-11-21T20:50:00.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRSb7YAG,False,,23945972,0030A0000029aCKQAY,0010A000002vzPCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T18:52:39.000+0000,False,False,005OH000004oiYEYAY,2025-11-21T18:52:39.000+0000,005OH000004oiYEYAY,2025-11-21T18:52:39.000+0000,005OH000004oiYEYAY,2025-11-21T18:52:39.000+0000,(519)272-0049,,steve.palleschi@edwardjones.com,(877)335-9172,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRTdgYAG,False,,23952131,0030A0000029fW9QAI,0010A000002w3gXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:39:51.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T20:39:51.000+0000,005G0000002gxxjIAA,2025-11-21T20:39:52.000+0000,005G0000002gxxjIAA,2025-11-21T20:39:52.000+0000,(514)487-7273X3232,,plaberge@vieinvalidite.com,(450)347-2527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRTfGYAW,False,,23947333,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-11-21T19:22:00.000+0000,False,False,005OH000006uyEBYAY,2025-11-21T19:17:05.000+0000,005OH000006uyEBYAY,2025-11-21T19:22:00.000+0000,005OH000006uyEBYAY,2025-11-21T19:22:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRUJbYAO,False,,23947215,003G0000018f6svIAA,0010A000002wOueQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:14:46.000+0000,False,False,005OH000002N6huYAC,2025-11-21T19:14:46.000+0000,005OH000002N6huYAC,2025-11-21T19:14:47.000+0000,005OH000002N6huYAC,2025-11-21T19:14:47.000+0000,(450)672-3434,(514) 402-4230,michel@demersfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRUeaYAG,False,,23950714,0030A000009CLnfQAG,0010A00000AAYNbQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:14:30.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T20:14:30.000+0000,005OH000004Ir1xYAC,2025-11-21T20:14:31.000+0000,005OH000004Ir1xYAC,2025-11-21T20:14:31.000+0000,(368)993-1076,,michael.munro@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRVPOYA4,False,,23949914,003G0000018f6oyIAA,0010A000002wOqiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,"**EMAIL**

Hi Steve,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
KTMQ4ZFLC4

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Steve,

Please find the attached file of the requested MAS (Wrap) Fee charges summary report via Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Steve Cash
Code: 27998

Please email it to steve@stevecashfinancial.ca

Hi, 

Reports available now in the Ad-Hoc Folder:

Q504 Wrap fee Ad-Hoc report CASH, S 9917-27998

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: November 18, 2025 3:36 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID293

Item ID293 has been added Chen, Carmen 11/18/2025 2: 35 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID293 has been added
		
 
Chen, Carmen
11/18/2025 2:35 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q504 Wrap Fee Ad-Hoc Report 

Column Requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-27998 

Column and data filer requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-27998 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/20/2025 

Requestor Name and Organization :	Steven Cash, HALIFAX 

MI Specialist:	

Report Purpose - Business Use :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-27998 

Advisor Name:	Steven Cash 

Dealer Code:	9917-27998 

Rep Code as it appears in Unitrax:	9917-27998 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Modify my alert settings
|	View MI Intake Checklist",True,2025-11-21T19:59:47.000+0000,False,False,005OH0000071DK9YAM,2025-11-21T19:59:47.000+0000,005OH0000071DK9YAM,2025-11-21T19:59:48.000+0000,005OH0000071DK9YAM,2025-11-21T19:59:48.000+0000,(902)225-6851,(902) 225-6851,steve@stevecashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRVaeYAG,False,,23950966,003G0000018f6tWIAQ,0010A000002wOvFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Hi Thomas,

Thank you for contacting Workspace Support team.  

Based on our records, under your MGA account, you are currently registered on Repnet but not yet on Workspace.

To complete your registration, please ensure you use your MGA code and follow the steps outlined below:

To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please make sure to select the right association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Thomas Johnson <thomas@cascadefinancialgroup.com> 
Sent: November 21, 2025 9:50 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] MGA Workspace

Hi, Please see attached email thread. I’m an Advisor Solutions advisor, but cannot get logged into the MGA version as it claims I already have a profile. The password reset feature does NOT come back to my email address. Can you please reset
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi,
Please see attached email thread. I’m an Advisor Solutions advisor, but cannot get logged into the MGA version as it claims I already have a profile. The password reset feature does NOT come back to my email address. Can you please reset my password for the MGA version of Workspace only?
Many thanks!
Tom (LL30747-6, F2031)
Thomas Johnson, CFP®, B.Comm.(Hons.)
Cascade Financial Group Inc.
Certified Financial Planner  
Investment Representative – Quadrus Investment Services Ltd
Click to Book A Virtual Meeting
1730 Corydon Ave.
Winnipeg, MB R3N 0K3
Reception: (204) 837-1161
Direct: (204) 837-1960
Cell: (204) 229-4405
Fax: (204) 837-1410
CascadeFinancialGroup.com
RetirementPlanningGuide.ca",True,2025-11-21T20:19:04.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T20:19:04.000+0000,005OH00000AbCcLYAV,2025-11-21T20:19:36.000+0000,005OH00000AbCcLYAV,2025-11-21T20:19:36.000+0000,(204)837-1161,(204) 229-4405,thomas@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRWA9YAO,False,,23950046,0031600002G6ks8AAB,0010A000002wNF5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:02:02.000+0000,False,False,0055o000001t1uPAAQ,2025-11-21T20:02:02.000+0000,0055o000001t1uPAAQ,2025-11-21T20:02:03.000+0000,0055o000001t1uPAAQ,2025-11-21T20:02:03.000+0000,(647)688-1627,(647) 688-1627,tim.chuang@radiantlifeinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRWICYA4,False,,23950806,0030A0000029lpyQAA,0010A000002w8uRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:16:06.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T20:16:06.000+0000,005OH000004Ir1xYAC,2025-11-21T20:16:07.000+0000,005OH000004Ir1xYAC,2025-11-21T20:16:07.000+0000,(403)471-5922,(403) 816-5002,grant.martin@shaw.ca,(403)244-0786,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRWoSYAW,False,,23949314,0030A0000029mOtQAI,0010A000002w9OhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User is unable to log into Workspace with a message stating Email, password or associate is incorrect. User changed associate to MGA and successfully signed in. 

However, in UAP there is no profile showing for SHYAMALA DEVI RAMASAMY- it is showing that she has not registered but has done so and had signed in previously (C23748145). 

Name: SHYAMALA DEVI RAMASAMY 
Code: A7733
Email: shammayramasamy@ig.ca
Phone: 604-763-4707

Partner code: 08375
Partner name: MINE DERY 

**************************************************
Good afternoon, Shyamala

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace account!
 
I'm glad I you were able to successfully sign into Workspace, just as a reminder your associate should be selected as MGA. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T20:22:09.000+0000,False,False,005OH00000BG5v4YAD,2025-11-21T19:49:59.000+0000,005OH00000BG5v4YAD,2025-11-21T20:22:09.000+0000,005OH00000BG5v4YAD,2025-11-21T20:22:09.000+0000,(604)541-9334,,shammy.ramasamy@ig.ca,(604)541-9343,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRWurYAG,False,,23946838,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:07:53.000+0000,False,False,0055o000001NWfMAAW,2025-11-21T19:07:53.000+0000,0055o000001NWfMAAW,2025-11-21T19:07:53.000+0000,0055o000001NWfMAAW,2025-11-21T19:07:53.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRX6CYAW,False,,23950044,0030A000009B6p7QAC,0010A00000A93emQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:02:02.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T20:02:02.000+0000,005OH000004Ir1xYAC,2025-11-21T20:02:02.000+0000,005OH000004Ir1xYAC,2025-11-21T20:02:02.000+0000,(403)903-1900,,williamzhu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRX9VYAW,False,,23950232,0030A000009BkfSQAS,0010A00000A9ry1QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:05:32.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T20:05:32.000+0000,005OH000004Ir1xYAC,2025-11-21T20:05:33.000+0000,005OH000004Ir1xYAC,2025-11-21T20:05:33.000+0000,(587)439-8886,,monicawang1122@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRY5SYAW,False,,23947161,0030A0000029ovxQAA,0010A000002wBVQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:13:50.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T19:13:50.000+0000,005OH00000BfonJYAR,2025-11-21T19:13:50.000+0000,005OH00000BfonJYAR,2025-11-21T19:13:50.000+0000,(604)273-0232X107,(604) 760-8910,vincentlee.fh@gmail.com,(604)320-0203,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRYByYAO,False,,23948253,0030A0000029kLcQAI,0010A000002w7hUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:32:23.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T19:32:23.000+0000,005OH00000BfjndYAB,2025-11-21T19:32:24.000+0000,005OH00000BfjndYAB,2025-11-21T19:32:24.000+0000,(778)516-5580,(250) 809-7045,daveacheson@balancedplanning.ca,(778)516-5582,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRYNBYA4,False,,23947084,003G0000018f7aiIAA,0010A000002wPhYQAU,,,,,,,012OH000000ijW5YAI,Open,,Email,,Workspace Registration,Medium,"****DDS****11/21/25 

Tried calling user to assist with registration - no response
Sent FU email to the user 
============================================================================================= 
 
****Email Chain****

Good day Sherri,

Thank you for contacting Workspace Support regarding the registration issue.

I tried reaching you via 519-846-5591 to assist you with the registration issue for your MGA Workspace account but you were unavailable. Please provide 3 dates and times that are convenient to you, your time zone along with the best telephone number to contact you on. This way, I can walk you through the registration process. Alternately, you can contact our team directly at your convenience at 1-888-999-4516.

I will be looking forward to hearing from you.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 21, 2025 10:15 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Bonnell, Sherri <sherri@sagebenefitsolutions.com>
Subject: FW: [EXT] Registration 

Hi team,

Can you please assist Sherri on resetting her password to complete Workspace registration?

Sherri’s user ID is sbonnell@clext, and email address we have for her is sherri@sagebenefitsolutions.com. 

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Sherri Bonnell <sherri@sagebenefitsolutions.com> 
Sent: November-21-25 11:14 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Registration 

Hello - I am attempting to register and am getting no where. I am told my user ID is sbonnell@ clext and I've reset my password, but am getting no where. Can someone please help or can I call somewhere? Sherri Bonnell, B. A. , C. E. B. , REBC Benefits
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello - I am attempting to register and am getting no where.  I am told my user ID is sbonnell@clext and I've reset my password, but am getting no where.  
Can someone please help or can I call somewhere?   
Sherri Bonnell, B.A., C.E.B., REBC
Benefits Consultant
Sage Benefit Solutions
519-846-5591 - 1-866-425-9166",False,,False,False,005OH0000097FtCYAU,2025-11-21T19:12:24.000+0000,005OH0000097FtCYAU,2025-11-21T19:21:30.000+0000,005OH0000097FtCYAU,2025-11-21T19:21:30.000+0000,(519) 846-5591,,sherri@sagebenefitsolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRYOpYAO,False,,23947205,003OH00000OK3K5YAL,001OH00000TYyQrYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:14:39.000+0000,False,False,005OH000005URvxYAG,2025-11-21T19:14:39.000+0000,005OH000005URvxYAG,2025-11-21T19:14:40.000+0000,005OH000005URvxYAG,2025-11-21T19:14:40.000+0000,(186)638-2835X2,,lia.kurylo@bmo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRYohYAG,False,,23951131,0030A0000029kF2QAI,0010A000002w7bTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:22:05.000+0000,False,False,005OH000006owoYYAQ,2025-11-21T20:22:05.000+0000,005OH000006owoYYAQ,2025-11-21T20:22:06.000+0000,005OH000006owoYYAQ,2025-11-21T20:22:06.000+0000,(306)920-7749,(306) 920-7749,erin@vedresswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRZXoYAO,False,,23949999,0030A0000029kmnQAA,0010A000002w830QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:01:15.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T20:01:15.000+0000,005G0000002gxxjIAA,2025-11-21T20:01:16.000+0000,005G0000002gxxjIAA,2025-11-21T20:01:16.000+0000,(514)282-1112,,bhoude@lussier.co,(877)807-8887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRZcgYAG,False,,23950365,0030A0000029bvvQAA,0010A000002w0leQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:08:06.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T20:08:06.000+0000,005OH000004Ir1xYAC,2025-11-21T20:08:06.000+0000,005OH000004Ir1xYAC,2025-11-21T20:08:06.000+0000,(403)390-5678,,cjromeo@telusplanet.net,(403)257-2161,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRZmHYAW,False,,23947327,003OH0000031KpQYAU,001OH000003niiyYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:16:51.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T19:16:51.000+0000,005OH00000BfonJYAR,2025-11-21T19:16:52.000+0000,005OH00000BfonJYAR,2025-11-21T19:16:52.000+0000,(778)952-8100,,karanvir_aujla@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRaIYYA0,False,,23951977,003OH000009iP3yYAE,001OH00000BnuyoYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:37:08.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T20:37:08.000+0000,005G0000002gxxjIAA,2025-11-21T20:37:09.000+0000,005G0000002gxxjIAA,2025-11-21T20:37:09.000+0000,(514)868-6442,,smartineau@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRb3RYAS,False,,23951129,0031600002cIznIAAS,0010A000002wOKdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"*** DDS Nov 21st, 2025 ***
User has advisor not able to login, so I advised some possible ways to help, but since apparently advisor is on the phone with us at the same time, sent steps in email to clear cache and cookies.
==========
Good afternoon Sherrie,

It was a pleasure speaking with you today about Sheriann’s access to her Workspace account.

During our call you mentioned she had an issue logging in or a 400-error. You also mentioned that she was currently in contact with an agent taking a look at her issue.
One thing that might help solve this is to clear “Cache and Cookies” from her browser. Here are the instructions to do this for Google Chrome (similar instructions for Microsoft Edge):

Step 1: Open Chrome
Step 2: Click the More menu (three dots) in the top right corner
Step 3: Click Settings
Step 4: Click Privacy and security on the left hand side
Step 5: Click “Clear browsing data”
Step 6: Check the boxes for “Cookies and other site data” and “Cached images and files”
Step 7: Click “Clear browsing data” or “Delete data”
Step 8: Close all the open tabs, open a new one and login again in your Workspace account.

If you have other questions, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-21T20:34:10.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T20:22:03.000+0000,005OH00000AbJ7aYAF,2025-11-21T20:42:00.000+0000,005OH00000AbJ7aYAF,2025-11-21T20:42:00.000+0000,(306)230-5489,(306) 230-5489,sheriann@eaglewoodwealthmgmt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gReE9YAK,False,,23951643,0030A0000029X1oQAE,0010A000002vwh1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Support staff having issues fill out a term policy, they realized they have some places missing information so they will have to complete that before submitting application.

**********
Hi Ronaldo , thank you for contacting the workspace support today.

To recap our call, you were having issues completing an application , after some review you realized a part of the application has missing information and were able to continue. If you have any issues, please let me know in your reply.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T20:46:04.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T20:31:07.000+0000,005OH00000BFQFCYA5,2025-11-21T20:46:04.000+0000,005OH00000BFQFCYA5,2025-11-21T20:46:04.000+0000,(250)762-3329,,daniel.dallaire@ig.ca,(250)868-9332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRfTYYA0,False,,23950286,003G000001MoAMKIA3,0010A000002wSYiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,"**EMAIL**

Hi Andrew,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
4GLKRMKCTM

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Andrew,

Please find the attached file of the requested MAS (Wrap) Fee charges summary report via Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi, 

Reports available now in the ad-hoc folder:

Q504 Wrap fee Ad-Hoc report ANDREW CHAN HYEONG KIM 9917-32267

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: November 20, 2025 2:56 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID294

Item ID294 has been added Chen, Carmen 11/20/2025 1: 55 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID294 has been added
		
 
Chen, Carmen
11/20/2025 1:55 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q504 Wrap Fee Ad-Hoc Report 

Column Requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-32267 

Column and data filer requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-32267 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/24/2025 

Requestor Name and Organization :	ANDREW CHAN HYEONG KIM, DWL FINANCIAL GROUP LTD (PDWL) 

MI Specialist:	

Report Purpose - Business Use :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-32267 

Advisor Name:	ANDREW CHAN HYEONG KIM 

Dealer Code:	9917-32267 

Rep Code as it appears in Unitrax:	9917-32267 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Modify my alert settings
|	View MI Intake Checklist



Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Andrew Kim
Code: 32267

Please email it to andrew@dwlfinancial.com",True,2025-11-21T20:06:30.000+0000,False,False,005OH0000071DK9YAM,2025-11-21T20:06:30.000+0000,005OH0000071DK9YAM,2025-11-21T20:06:31.000+0000,005OH0000071DK9YAM,2025-11-21T20:06:31.000+0000,(416)731-3232,(647) 210-2822,andrew@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRgCnYAK,False,,23952734,0031600002VKwkLAAT,0010A000002wO5UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:51:32.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T20:51:32.000+0000,005G0000002gxxjIAA,2025-11-21T20:51:33.000+0000,005G0000002gxxjIAA,2025-11-21T20:51:33.000+0000,(819)314-9188,(819) 314-9188,jeremy@jblaisgf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRgPaYAK,False,,23950115,0030A000009BkfMQAS,0010A00000A9rxvQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:03:28.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T20:03:28.000+0000,005OH000004Ir1xYAC,2025-11-21T20:03:28.000+0000,005OH000004Ir1xYAC,2025-11-21T20:03:28.000+0000,(403)910-5964X2103,,jordan.salvador.advisor@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRhFGYA0,False,,23951813,003OH000008BVDbYAO,001OH000009yeNCYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Ws report,Medium,"*** DDS 21NOV2025 ***
helped user locate inforce client list report and export, resolved

------------EMAIL CHAIN
Hello Neil,

Thank you for contacting Workspace Support today regarding running a client list report in Workspace. I am happy I was able to assist you by locating a report that you can use and export. Don’t hesitate to reach out if there is anything I can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T20:44:27.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T20:33:57.000+0000,005OH000006wv2TYAQ,2025-11-21T20:45:21.000+0000,005OH000006wv2TYAQ,2025-11-21T20:45:21.000+0000,(905)845-9090X169,,nmcpherson@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRhOuYAK,False,,23952256,0030A0000029WEQQA2,0010A000002vw1uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:42:13.000+0000,False,False,005OH000006owoYYAQ,2025-11-21T20:42:13.000+0000,005OH000006owoYYAQ,2025-11-21T20:42:13.000+0000,005OH000006owoYYAQ,2025-11-21T20:42:13.000+0000,(306)546-1385,,adam@atafinancial.ca,(306)543-3886,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRha9YAC,False,,23948760,0030A0000029mg9QAA,0010A000002w9ekQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:40:49.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T19:40:49.000+0000,005OH00000BfonJYAR,2025-11-21T19:40:49.000+0000,005OH00000BfonJYAR,2025-11-21T19:40:49.000+0000,(604)642-2209,(604) 240-1200,mike@paragoninc.ca,(604)685-3266,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRhyPYAS,False,,23953226,0030A0000029dWSQAY,0010A000002w22JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Requested,Medium,"**EMAIL**

Good afternoon Andrew,

Thank you for the confirmation. 

Our team will look into this request with our data provider as it is a custom-built report. I will reach out to you once I receive any updates.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Andrew Maclean <andrew@liseallininsurance.com> 
Sent: November 21, 2025 10:02 AM
To: BusinessReporting <BusinessReporting@canadalife.com>; Andrew Maclean <andrewmacleanfinancial@gmail.com>
Subject: Re: [EXT] Re: Client Listing Request /Case23903910

Hi Carmen, yes this is my business email address. When I setup my Canada Life Advisor access, it was using my personal email address: ""andrewmacleanfinancial@ gmail. com"". This is what is likely still on file. Can you confirm this? If
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carmen, yes this is my business email address. When I setup my Canada Life Advisor access, it was using my personal email address:  ""andrewmacleanfinancial@gmail.com"".

This is what is likely still on file. Can you confirm this? 

If so, please send the report to that email address. 

Thank you,

Andrew Maclean

Financial Advisor,
Lise Allin Insurance & Estate Planning Services
1 Catharine St.
Belleville, ON K8P 1K8
Office: 1-613-968-6751 x 1002
Fax: 1-613-968-2845
www.liseallininsurance.com
    

On Fri, Nov 21, 2025, 9:39 a.m. BusinessReporting <BusinessReporting@canadalife.com> wrote:
Good morning Andrew,
 
Thank you for providing us the additional information for us to look into our system.
 
Unfortunately, it appears this contact (email address) is not on file for you with Canada Life for us to fulfil this request and send information. Please contact us with the contact you currently have on file with Canada Life for us to fulfil this request. 
 
However, if you have made some changes, please reach out to Contracts&Compensation@canadalife.com to have your contact information updated. Once you receive confirmation, please let us know and we will look into this request.
 
Please note a client listing with DSC information (maturity dates/amounts) is available for segregated funds only and will be a custom-built report request.
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: Andrew Maclean <andrew@liseallininsurance.com> 
Sent: November 20, 2025 11:17 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Client Listing Request /Case23903910
 
Thank you Carmen, I was told by our MGA that the 5-digit broker codes are for insurance business only, and since this is wealth business it is categorized under dealer-rep code. However, my Canada Life broker code is E2734. I hope this helps. 
Thank you Carmen, 
 
I was told by our MGA that the 5-digit broker codes are for insurance business only, and since this is wealth business it is categorized under dealer-rep code.
 
However, my Canada Life broker code is E2734. I hope this helps. 
 
Cheers,
 
Andrew Maclean
 
Financial Advisor,
Lise Allin Insurance & Estate Planning Services
 
1 Catharine St.
Belleville, ON K8P 1K8

Office: 613-968-6751 x 1002
Fax: 613-968-2845

www.liseallininsurance.com
 
 
On Thu, Nov 20, 2025 at 10:46 AM BusinessReporting <BusinessReporting@canadalife.com> wrote:
Good morning Andrew,
 
Our team received your request via Call Centre for client listings report with DSC information (maturity date/amounts). The codes provided appears to be dealer and rep codes. However, could you please also provide us the advisor code (ex. Canada Life, MGA, Producer, five-characters long) for us to look into?
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-21T21:01:58.000+0000,False,False,005OH0000071DK9YAM,2025-11-21T21:01:58.000+0000,005OH0000071DK9YAM,2025-11-21T21:01:59.000+0000,005OH0000071DK9YAM,2025-11-21T21:01:59.000+0000,(613)968-6751X1002,,andrewmacleanfinancial@gmail.com,(613)968-2845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRjFQYA0,False,,23952829,003G0000018f6QVIAY,0010A000002wOMrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:54:05.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T20:54:05.000+0000,005G0000002gxxjIAA,2025-11-21T20:54:05.000+0000,005G0000002gxxjIAA,2025-11-21T20:54:05.000+0000,(450)419-8405,(514) 233-8953,y.stdenis@strateges-gdp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRl14YAC,False,,23949801,0030A000009A8reQAC,0010A00000A7fAVQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T19:57:50.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T19:57:50.000+0000,005OH000004Ir1xYAC,2025-11-21T19:57:50.000+0000,005OH000004Ir1xYAC,2025-11-21T19:57:50.000+0000,(403)820-7088,,susanne.mcduff@servuswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRlIrYAK,False,,23952523,0030A0000029gR7QAI,0010A000002w4U6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WS login issue,Medium,"*** DDS 21NOV2025 ***

user logged in and was prompted to update password, logged in right away, had user log out and back in to connect authenticator, resolved

---------------------------EMAIL CHAIN:
Hello Ramin,

Thank you for contacting Workspace Support regarding your login issue today. It was a pleasure speaking with you! To recap, you updated your Workspace account password, we connected your authenticator, and you were able to login successfully. As discussed, please see the resource guide below for the New Business eApp. Don’t hesitate to reach out to our team if there is anything I can assist with in the future.

New Business WebApp resource page 

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T21:01:02.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T20:47:09.000+0000,005OH000006wv2TYAQ,2025-11-21T21:01:02.000+0000,005OH000006wv2TYAQ,2025-11-21T21:01:02.000+0000,(416)418-8587,,ramin.siroosi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRlfPYAS,False,,23954269,0030A0000029ahbQAA,0010A000002vzmZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:23:44.000+0000,False,False,005OH000003ds0PYAQ,2025-11-21T21:23:44.000+0000,005OH000003ds0PYAQ,2025-11-21T21:23:45.000+0000,005OH000003ds0PYAQ,2025-11-21T21:23:45.000+0000,(613)548-3031,,info@ipckingston.com,(613)548-7306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRm3hYAC,False,,23955706,0030A000006bmpUQAQ,0010A000002vtq4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:01:23.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:01:23.000+0000,005OH000005URvxYAG,2025-11-21T22:01:24.000+0000,005OH000005URvxYAG,2025-11-21T22:01:24.000+0000,(780) 206-8555,,petkauphil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRnHRYA0,False,,23953823,003OH00000JvgvkYAB,001OH00000OMViZYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:13:52.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T21:13:52.000+0000,005OH000004Ir1xYAC,2025-11-21T21:13:52.000+0000,005OH000004Ir1xYAC,2025-11-21T21:13:52.000+0000,(587)952-1888,,joey@tievoliwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRnKfYAK,False,,23951639,0030A0000029lquQAA,0010A000002w8v3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:31:01.000+0000,False,False,005OH000006owoYYAQ,2025-11-21T20:31:01.000+0000,005OH000006owoYYAQ,2025-11-21T20:31:02.000+0000,005OH000006owoYYAQ,2025-11-21T20:31:02.000+0000,(306)931-7696,,dschroeder@sasktel.net,(306)227-4925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRnz2YAC,False,,23955088,0035o000007jucgAAA,0015o000008ReyDAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:44:00.000+0000,False,False,0055o000002KxaMAAS,2025-11-21T21:44:00.000+0000,0055o000002KxaMAAS,2025-11-21T21:44:01.000+0000,0055o000002KxaMAAS,2025-11-21T21:44:01.000+0000,(587)839-2686,,anita.yang@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRoVEYA0,False,,23950709,0030A0000029ZjNQAU,0010A000002vyy5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Caller's Name: KYLE HARRIS
Advisor or support staff: Advisor 
Advisor Code: H9117 MGA
Advisor Name: KYLE HARRIS	
Phone: (778) 865-5662
Email: kyle.harris@iaprivatewealth.ca		
1. Siebel verification: VERIFIED INFO SIEBEL
2. Last Login to Workspace: says last week. SF shows Oct 29. 
Issue: switched firms, needs to change the email on file.

findings> sf profile not locked. but no active check mark either. also it shows Modified by Nicole Hewitt Nov 6 2025.
KB0020560 is for error ERR-W1281 using the correct link
not receiving the password re-set
FOLLOWED KB0020952 KB.
SENT FOLLOW UP TO kyel AS WELL AS EMAIL TO AN DIGITAL SUPPORT.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oCR4AAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HE8iAAG%26cntc%3D0035o000004HE8iAAG%26id%3D0055o000001oCR4AAM

--------------------------------------***DDS  11/21/2025***--------------------------
RESOLUTION: 
UPDATE RECEIVED FROM AN DIGITAL. ACCT RE-ACTIVATED. CHECKED SF. 
CALLED KYLE, NO ANSWER. LEFT VOICEMAIL. SENT FOLLOW UP TOO.
--------------------------------------***DDS  11/21/2025***--------------------------
Hello Kyle,

Thanks for your patience, the account is now re-activated. I just tried calling you and left a voicemail.

You can proceed with re-setting the password for Workspace now.

If you’re still not receiving check your spam filters.

If you run into any issues/errors, do let us know, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/21/2025***--------------------------
UPDATE RECEIVED FROM AN DIGITAL THAT ITS REACTIVATED. CHECKED SF AND THE CHECK MARK IS NOW SEEN
--------------------------------------***DDS  11/21/2025***--------------------------
Hello Anita,

Thank you for contacting AN Digital Support.

The MGA user has been reactivated.

Survey: We would love to know how you feel about the quality of service you received from our team. Please take a moment to complete a brief survey, click here.

Nicole

--------------------------------------***DDS  11/21/2025***--------------------------

FOLLOW UP TO ADVISOR.
--------------------------------------***DDS  11/21/2025***--------------------------
Hello Kyle,

Thank you for contacting Workspace Support today regarding ERR-W1281.

It was a pleasure speaking to you and helping you get logged into Workspace.

When attempting to sign into Workspace with the credentials you’re receiving an error ERR-W1281, you then tried to re-set your password, but nothing is received..

As discussed, the profile is inactive, we will investigate this further and get back to you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/21/2025***--------------------------
SENT EMAIL TO AN DIGITAL

--------------------------------------***DDS  11/21/2025***--------------------------
Hello AN,

Can you please verify if this account can be reactivated? Thanks.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oCR4AAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HE8iAAG%26cntc%3D0035o000004HE8iAAG%26id%3D0055o000001oCR4AAM

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T20:58:31.000+0000,False,False,005OH00000AUS7aYAH,2025-11-21T20:14:27.000+0000,005OH00000AUS7aYAH,2025-11-21T20:58:32.000+0000,005OH00000AUS7aYAH,2025-11-21T20:58:32.000+0000,(778)865-5662,,kyle.harris@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRqC4YAK,False,,23953949,0030A0000029hicQAA,0010A000002w5YYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:16:42.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T21:16:42.000+0000,005OH00000BfonJYAR,2025-11-21T21:16:42.000+0000,005OH00000BfonJYAR,2025-11-21T21:16:42.000+0000,(250)927-1959,,marc@pacificchoicefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRqomYAC,False,,23954184,003OH000007m1fQYAQ,001OH000009XDB7YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:21:41.000+0000,False,False,005OH000005URvxYAG,2025-11-21T21:21:41.000+0000,005OH000005URvxYAG,2025-11-21T21:21:42.000+0000,005OH000005URvxYAG,2025-11-21T21:21:42.000+0000,(780)995-9174,,agarwalanoop@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRrD3YAK,False,,23954259,0030A0000029lvLQAQ,0010A000002w8yCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:23:31.000+0000,False,False,005OH000004pk06YAA,2025-11-21T21:23:31.000+0000,005OH000004pk06YAA,2025-11-21T21:23:31.000+0000,005OH000004pk06YAA,2025-11-21T21:23:31.000+0000,(416)640-8969,,nathan@natelmanagement.com,(866)675-9592,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRsDsYAK,False,,23951040,003G0000018f6rdIAA,0010A000002wOtNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PI password issue,Medium,"*** DDS 21NOV2025 ***
authenticated user
LL29052@llext - was locked, unlocked, user was able to log in, updated password, resolved,

----------EMAIL CHAIN

Hello Tammy,

Thank you for contacting Workspace Support today regarding your Product Illustrator access issue today. It was a pleasure speaking with you! To recap, we unlocked your User ID, updated your password and you were able to login to the tool successfully. Don’t hesitate to reach out if there is anything else we can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T20:32:46.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T20:20:18.000+0000,005OH000006wv2TYAQ,2025-11-21T20:32:46.000+0000,005OH000006wv2TYAQ,2025-12-13T02:02:14.000+0000,(306)653-3515X4,(306) 380-4947,tammy.richmond@soterragroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRtJaYAK,False,,23952588,003OH00000OqMQ2YAN,001OH00000UDTMnYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 21st, 2025 ***
User needed help setting up MFA. Done through Google Authenticator and login was successful.
===================
Good afternoon Twinkle,

It was a pleasure speaking with you today and help you connect the Google Authenticator to your Workspace account.

During our call I helped you connect the Google Authenticator to your MGA Workspace account, you then used the verification code to sign in to Workspace.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T21:04:31.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T20:48:21.000+0000,005OH00000AbJ7aYAF,2025-11-21T21:04:31.000+0000,005OH00000AbJ7aYAF,2025-11-21T21:04:31.000+0000,(647)801-2134,,twinkle.agarwal@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRtMsYAK,False,,23953449,003G0000018f6cbIAA,0010A000002wOZtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User is indicating he is not receiving the notification from Salesforce, tried troubleshooting. 
Authenticated caller to disconnect MFA and set up a new Salesforce authenticator.  Advised user to delete previous 
Workspace on Salesforce app before proceeding, app would not allow him to do so. Tried troubleshooting: restarting app/ restarting phone. 

Code: ll03568
Email: rider4sight@icloud.com 
Email: chuck@voldfinancialgroup.com

********************************************************
Good afternoon, Chuck 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Google authenticator.  

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T21:41:45.000+0000,False,False,005OH00000BG5v4YAD,2025-11-21T21:06:13.000+0000,005OH00000BG5v4YAD,2025-11-21T21:41:45.000+0000,005OH00000BG5v4YAD,2025-11-21T21:41:45.000+0000,(403)701-5385,(403) 701-5385,chuck@voldfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRtZkYAK,False,,23951868,0030A0000029diKQAQ,0010A000002w2AsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 21st, 2025 ***
User has issues logging in. Told him to use the sign in page, not registration, and then where to find verification code and he also reset his password. Logged in correctly in the end.
==============
Good afternoon George,

It was a pleasure speaking with you today and helping you login to your Workspace account.

During our call I helped you go to the signin page, put your email and password, signing in, and then find your verification code through your Authenticator app. In the end you reset your password and were able to login to your Workspace account without any issues.

I’m glad I was able to assist you today to access your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-21T20:43:49.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-21T20:35:15.000+0000,005OH00000AbJ7aYAF,2025-11-21T20:46:34.000+0000,005OH00000AbJ7aYAF,2025-11-21T20:46:34.000+0000,(289)837-4697,(289) 259-1822,gmorson@prismteam.ca,(289)837-3498,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRtl6YAC,False,,23953835,0030A0000029hGYQAY,0010A000002w5BtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:14:07.000+0000,False,False,005G0000002gyDJIAY,2025-11-21T21:14:07.000+0000,005G0000002gyDJIAY,2025-11-21T21:14:08.000+0000,005G0000002gyDJIAY,2025-11-21T21:14:08.000+0000,(866)800-7984,,jeremy.watson3@ig.ca,(204)934-2814,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRtzeYAC,False,,23954399,0030A0000029iP8QAI,0010A000002w68ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:26:34.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T21:26:34.000+0000,005OH00000BfonJYAR,2025-11-21T21:26:34.000+0000,005OH00000BfonJYAR,2025-11-21T21:26:34.000+0000,(604)357-4722,(604) 710-0718,jiwanbanger@yahoo.ca,(778)564-6634,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRu1AYAS,False,,23953290,0030A0000029c3gQAA,0010A000002w0slQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:03:10.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T21:03:10.000+0000,005OH00000BfonJYAR,2025-11-21T21:03:10.000+0000,005OH00000BfonJYAR,2025-11-21T21:03:10.000+0000,(604)273-7020,(778) 999-9278,agnes@fameinsurance.ca,(604)273-7022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRu63YAC,False,,23954271,003OH00000VbKnYYAV,001OH00000cY0hbYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:23:46.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T21:23:46.000+0000,005G0000002gxxjIAA,2025-11-21T21:23:47.000+0000,005G0000002gxxjIAA,2025-11-21T21:23:47.000+0000,(514)973-8728,,luckyyan728@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRuIzYAK,False,,23952841,0030A0000029jLcQAI,0010A000002w6sUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor wanted assistance with registering for workspace , I did a remote log me in session and guided advisor where that can be completed.

**********
Hi Neal , thank you for contacting the workspace support today.

To recap our call, you wanted to register for workspace our goal is to make doing business with us as easy as possible while keeping your account secure.
We did a remote log me in session and guide you where you can create your password and create your workspace account. If you have any issues, feel free to reach out.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T21:09:56.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T20:54:24.000+0000,005OH00000BFQFCYA5,2025-11-21T21:34:58.000+0000,005OH00000BFQFCYA5,2025-11-21T21:34:58.000+0000,(705)443-5599,,neal@bluerockwealth.ca,(705)445-2643,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRvN0YAK,False,,23952845,0030A0000029ZakQAE,0010A000002vyprQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:54:29.000+0000,False,False,005OH000007fgYjYAI,2025-11-21T20:54:29.000+0000,005OH000007fgYjYAI,2025-11-21T20:54:29.000+0000,005OH000007fgYjYAI,2025-11-21T20:54:29.000+0000,(450)405-3006,,ginodesjardins@gdservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRvq6YAC,False,,23954551,003OH00000EAa2CYAT,001OH00000HqagmYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor needed assistance with registering for user ID, I forwarded them to Distribution methodology to confirm activation code.
*****
Hi Brandon , thank you for contacting the workspace support today.

To recap our call, in order to receive your activation code, this is something disrobution_methodology@canadalife.com can provide to you in order to complete the registration for your USER ID.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-29T15:06:00.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T21:29:53.000+0000,005OH00000BFQFCYA5,2026-01-29T15:06:01.000+0000,005OH00000BFQFCYA5,2026-01-29T15:06:01.000+0000,(604)832-7539,,brandonkirk111@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRwqvYAC,False,,23951634,0030A0000029k3oQAA,0010A000002w7SKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:30:53.000+0000,False,False,0055o000001t1uPAAQ,2025-11-21T20:30:53.000+0000,0055o000001t1uPAAQ,2025-11-21T20:30:53.000+0000,0055o000001t1uPAAQ,2025-11-21T20:30:53.000+0000,(416)850-4528X136,(647) 892-3728,sid.zhang@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRxrtYAC,False,,23954236,003OH00000GNxpPYAT,001OH00000KKe1EYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:22:58.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T21:22:58.000+0000,005OH00000BfonJYAR,2025-11-21T21:22:58.000+0000,005OH00000BfonJYAR,2025-11-21T21:22:58.000+0000,(250)390-5044,,jaret.nelson@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRyJFYA0,False,,23951899,0030A0000029ZCkQAM,0010A000002vyX1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:35:53.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T20:35:53.000+0000,005OH000004Ir1xYAC,2025-11-21T20:35:53.000+0000,005OH000004Ir1xYAC,2025-11-21T20:35:53.000+0000,(403)299-4525,,todd.sysak@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRykgYAC,False,,23952035,0030A0000048dGtQAI,0010A000004tsM5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:38:16.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T20:38:16.000+0000,005OH000004Ir1xYAC,2025-11-21T20:38:16.000+0000,005OH000004Ir1xYAC,2025-11-21T20:38:16.000+0000,(403)262-1389,,,(877)222-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRzFMYA0,False,,23955304,0035o000003uw6zAAA,0015o000004WOlcAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:50:09.000+0000,False,False,0055o000002KxmIAAS,2025-11-21T21:50:09.000+0000,0055o000002KxmIAAS,2025-11-21T21:50:09.000+0000,0055o000002KxmIAAS,2025-11-21T21:50:09.000+0000,(519)878-5804,,ontarioinsurancesolutions@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRzVRYA0,False,,23952111,0030A0000029X8qQAE,0010A000002vwnaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setup MFA,Medium,"***DDS*** 11/21/25
Name: Weng Fernandez
Phone: 905-940-1894
Agent code: 98149
Reference: KB0016714 

email: Hello Weng

Thank you for contacting Workspace Support today regarding MFA setup.

To recap our call today:

Setup MFA using Salesforce Authenticator.
Confrimed we can logout and log back in successfully .

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-21T21:02:33.000+0000,False,False,005OH00000BGeeHYAT,2025-11-21T20:39:34.000+0000,005OH00000BGeeHYAT,2025-11-21T21:06:03.000+0000,005OH00000BGeeHYAT,2025-11-21T21:06:03.000+0000,(905)944-0002,,km@keshmalik.com,(905)940-1894,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gRzX4YAK,False,,23953144,0030A0000029msaQAA,0010A000002w9ohQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:00:19.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T21:00:19.000+0000,005G0000002gxxjIAA,2025-11-21T21:00:19.000+0000,005G0000002gxxjIAA,2025-11-21T21:00:19.000+0000,(450)659-4540,,charles.colas@cabn.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS0D0YAK,False,,23952460,003OH00000A0NLUYA3,001OH00000C8yPwYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:46:05.000+0000,False,False,005OH000002iJPDYA2,2025-11-21T20:46:05.000+0000,005OH000002iJPDYA2,2025-11-21T20:46:06.000+0000,005OH000002iJPDYA2,2025-11-21T20:46:06.000+0000,(778)317-8711,,jeffwang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS0ZcYAK,False,,23954544,0030A0000041wbvQAA,0010A000004nW2QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:29:44.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T21:29:44.000+0000,005OH000004Ir1xYAC,2025-11-21T21:29:44.000+0000,005OH000004Ir1xYAC,2025-11-21T21:29:44.000+0000,(403)928-2788,(403) 928-2788,vern@missionfinancial.ca,(587)289-1987,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS0bBYAS,False,,23952370,003OH00000RWSMbYAP,001OH00000XRjcNYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1506,Medium,"User was trying to sign into Workspace instead of Register and receiving Error code. Advised user to click on Register now. 

Code: H7401
Name: RUCHI KHURANA 
Email: khuranaruchi55@gmail.com 

************************************************
Good afternoon, Ruchi

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace!
 
I'm glad I was able to assist you with registering for your Workspace Account and signing in successfully. During Workspace login it will now request a confirmation through the Google authenticator.  
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T21:04:33.000+0000,False,False,005OH00000BG5v4YAD,2025-11-21T20:44:38.000+0000,005OH00000BG5v4YAD,2025-11-21T21:04:33.000+0000,005OH00000BG5v4YAD,2025-11-21T21:04:33.000+0000,(236)330-4232,,khuranaruchi55@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS0pmYAC,False,,23955999,0030A0000080W1UQAU,0010A000008sz5MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:11:22.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:11:22.000+0000,005OH000005URvxYAG,2025-11-21T22:11:22.000+0000,005OH000005URvxYAG,2025-11-21T22:11:22.000+0000,(587)501-4862,,flora.tie7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS0rLYAS,False,,23953873,003G0000018f6cbIAA,0010A000002wOZtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - MFA set up,Medium,"Called advisor back for authentication for MFA disconnection. 

Refer to C23953449",True,2025-11-21T21:20:53.000+0000,False,False,005OH00000BG5v4YAD,2025-11-21T21:15:04.000+0000,005OH00000BG5v4YAD,2025-11-21T21:20:53.000+0000,005OH00000BG5v4YAD,2025-11-21T21:20:53.000+0000,(403)701-5385,(403) 701-5385,chuck@voldfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS199YAC,False,,23954897,0031600002SPrRUAA1,0010A000002wNviQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"=============case info==========
First name: Shae
Middle name (if applicable): 
Last name: Graham
DOB: August 9, 2001
Policy Number(s): 69043578C, 69043580D, F010646835, F010653821, F731976112, F750569762
ClientIDs:LL 7174470464, CL 4071940316
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000NLqPtYAL/shaelynn-graham
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000MuoWxYAJ/shae-graham
==============emails===========



Hi Mike, 

Thank you for contacting Workspace Support.  

We have made corrections to the name field which should update in Workspace in 2-4 business days. At that time, you should be able to complete the merge for this client in Workspace.

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  


From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, November 18, 2025 10:20 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Mike Bissett (mike@ rexfordfinancial. com) has submitted a merge issue. Client details: First name: Shae Middle name (if applicable): Last name: Graham DOB: August 9, 2001 Policy Number(s): 69043578C, 69043580D,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Mike Bissett (mike@rexfordfinancial.com) has submitted a merge issue.
 
Client details:
First name: Shae
Middle name (if applicable): 
Last name: Graham
DOB: August 9, 2001
Policy Number(s): 69043578C, 69043580D, F010646835, F010653821, F731976112, F750569762
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000NLqPtYAL/shaelynn-graham
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000MuoWxYAJ/shae-graham
URL 3: 
URL 4: 
Additional details:",True,2025-11-21T21:38:28.000+0000,False,False,0055o000001zVCKAA2,2025-11-21T21:38:28.000+0000,0055o000001zVCKAA2,2025-11-21T21:38:37.000+0000,0055o000001zVCKAA2,2025-11-21T21:38:37.000+0000,(705)978-5800,(705) 494-0584,mike@rexfordfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS1QoYAK,False,,23952613,0030A000008CLTaQAO,0010A00000955cDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:49:00.000+0000,False,False,005OH000003ds0PYAQ,2025-11-21T20:49:00.000+0000,005OH000003ds0PYAQ,2025-11-21T20:49:00.000+0000,005OH000003ds0PYAQ,2025-11-21T20:49:00.000+0000,(705)745-9462,(705) 745-9462,krystyn@schillingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS1QsYAK,False,,23955251,003OH00000ESRi2YAH,001OH00000IALvIYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:48:53.000+0000,False,False,005OH000005URvxYAG,2025-11-21T21:48:53.000+0000,005OH000005URvxYAG,2025-11-21T21:48:54.000+0000,005OH000005URvxYAG,2025-11-21T21:48:54.000+0000,(587)778-2296,,noveegraceigpit@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS1fKYAS,False,,23952693,003OH000006hG2uYAE,0010A000002w9PdQAI,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 21 2025

(duplicate request)

Bonjour,
Veuillez donner un suivi à la demande ci-dessous.

Merci,
Insurance Client Service Operations & Customer Service, Individual Wealth and Insurance Solutions
Service à la clientèle Assurance Exploitation & Service à la clientèle, Assurance vie, Gestion du patrimoine individuel et Solution d’assurance 
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
(N.N.)

From: CANINDSERV <CANINDSERV@canadalife.com> 
Sent: November 13, 2025 7:32 AM
To: MTLINDCCTR <MTLINDCCTR@canadalife.com>
Subject: FW: LISTE DE RAPPORT.

From: Pouliot-Lemay, Emilie <Emilie.Lemay-Pouliot@iggpp.ca> 
Sent: November 11, 2025 9:05 AM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Lehoux, Hugo <Hugo.Lehoux@iggpp.ca>; Paquet, Eve-Marie <Eve-Marie.Paquet@iggpp.ca>
Subject: LISTE DE RAPPORT.

Bonjour à vous, 2E relance. Nous aimerions obtenir les informations suivantes : Liste de tous les clients qui détiennent une assurance invalidité avec une classification inférieure à 4A. Liste de tous les clients qui détiennent une police temporaire
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour à vous,

2E relance.

Nous aimerions obtenir les informations suivantes :

1.	Liste de tous les clients qui détiennent une assurance invalidité avec une classification inférieure à 4A.
2.	Liste de tous les clients qui détiennent une police temporaire 10 ans.
3.	Liste de tous les clients qui détiennent une police temporaire 20 ans.

Conseiller : Hugo Lehoux (19362)

Merci de nous faire parvenir ces listes dès que possible.

Emilie Lemay-Pouliot
Coordonnatrice Principale en Assurance | Équipe Lehoux & associés
955, Grande-Allée Ouest, 3eme étage, G1S 4Y2
St-Georges : 1480 boulevard Dionne, Bur. 213, G5Y 3V7
Ligne directe : (C) 418-209-5733
Lehoux et associés, Gestion privée de patrimoine
IG Gestion de Patrimoine Inc., cabinet en planification financière
Membre du groupe d’entreprises de la Corporation Financière Power 
Veuillez noter que je serai absente les vendredis après-midi.  Je communiquerai avec vous à mon retour le lundi
 



De : Lemay-Pouliot, Emilie 
Envoyé : 5 novembre 2025 09:39
À : 'canindserv@canadalife.com' canindserv@canadalife.com
Objet : HUGO LEHOUX 19362
Importance : Haute

Bonjour à vous,

Nous aimerions avoir une liste de toutes les polices temporaire 10 ans.
Nous aimerions avoir une liste de toutes les polices temporaire 20 ans.

Je suis l’adjointe du conseiller Hugo Lehoux : 19362.

Merci,

Emilie Lemay-Pouliot
Coordonnatrice Principale en Assurance | Équipe Lehoux & associés
955, Grande-Allée Ouest, 3eme étage, G1S 4Y2
St-Georges : 1480 boulevard Dionne, Bur. 213, G5Y 3V7
Ligne directe : (C) 418-209-5733
Lehoux et associés, Gestion privée de patrimoine
IG Gestion de Patrimoine Inc., cabinet en planification financière
Membre du groupe d’entreprises de la Corporation Financière Power 
Veuillez noter que je serai absente les vendredis après-midi.  Je communiquerai avec vous à mon retour le lundi",True,2025-11-21T20:50:37.000+0000,False,False,005OH000002iN7rYAE,2025-11-21T20:50:37.000+0000,005OH000002iN7rYAE,2025-11-21T20:50:37.000+0000,005OH000002iN7rYAE,2025-11-21T20:50:37.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS2WZYA0,False,,23955895,0030A0000029f1hQAA,0010A000002w3FmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:07:19.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:07:19.000+0000,005OH000005URvxYAG,2025-11-21T22:07:19.000+0000,005OH000005URvxYAG,2025-11-21T22:07:19.000+0000,(780)497-0113,(780) 497-0113 use mobile,y.kerry@gmail.com,(780)463-0838,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS2y1YAC,False,,23955926,0030A0000029eouQAA,0010A000002w34bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Hi Jian and Nicholas,

Thank you for contacting Workspace Support team.  

@jian_adv@hotmail.com Based on our records on Workspace, under your MGA account, you are currently registered on Repnet but not yet on Workspace.

To complete your registration, please ensure you use your MGA code and follow the steps outlined below:

To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please make sure to select the right association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: November 21, 2025 12:54 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: jian_adv@hotmail.com
Subject: Workspace Support Needed

Hi Team,

Advisor Jian Jiao (H8978) needs support to gain access to Workspace. 

Can you please assist her? 

Best,

Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 

Rendez-vous au : canadavie.com   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-21T22:08:27.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T22:08:27.000+0000,005OH00000AbCcLYAV,2025-11-21T22:08:45.000+0000,005OH00000AbCcLYAV,2025-11-21T22:08:45.000+0000,(514)923-9188,,jian_adv@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS3dtYAC,False,,23952957,003OH00000O88ylYAB,001OH00000TK7MWYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:56:38.000+0000,False,False,005G0000002gxxjIAA,2025-11-21T20:56:38.000+0000,005G0000002gxxjIAA,2025-11-21T20:56:39.000+0000,005G0000002gxxjIAA,2025-11-21T20:56:39.000+0000,(514)226-4765,,marie-claude.sauve@dsf.ca,(514)985-7573,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS3ijYAC,False,,23952965,0030A0000029mg9QAA,0010A000002w9ekQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T20:56:47.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T20:56:47.000+0000,005OH00000BfonJYAR,2025-11-21T20:56:48.000+0000,005OH00000BfonJYAR,2025-11-21T20:56:48.000+0000,(604)642-2209,(604) 240-1200,mike@paragoninc.ca,(604)685-3266,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS3lzYAC,False,,23953431,0030A00000BEESTQA5,0010A00000BoTRTQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:05:43.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T21:05:43.000+0000,005OH00000BfonJYAR,2025-11-21T21:05:43.000+0000,005OH00000BfonJYAR,2025-11-21T21:05:43.000+0000,(778)989-5508,,sam@sammacdonald.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS3sUYAS,False,,23955506,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:55:41.000+0000,False,False,005OH000005URvxYAG,2025-11-21T21:55:41.000+0000,005OH000005URvxYAG,2025-11-21T21:55:41.000+0000,005OH000005URvxYAG,2025-11-21T21:55:41.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS43nYAC,False,,23955681,003G0000018f7ENIAY,0010A000002wPJAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor locked out of workspace, did troubleshooting to unlock after verification.KB0020858

Hi Norman , thank you for contacting the workspace support today.

To recap our call, you were having some issues signing on to workspace after a password reset, it looked like there may have been too many password attempts , the account was locked in our back end. I was able to unlock it and the new password you created allowed you to sign on.

We would love to hear your feedback, I would appreciate if you could fill out this survey



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T22:27:04.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T22:00:30.000+0000,005OH00000BFQFCYA5,2025-11-21T22:27:04.000+0000,005OH00000BFQFCYA5,2025-11-21T22:27:04.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS4ABYA0,False,,23954756,0030A0000029mzzQAA,0010A000002w9uyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:34:50.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T21:34:50.000+0000,005OH00000BfonJYAR,2025-11-21T21:34:50.000+0000,005OH00000BfonJYAR,2025-11-21T21:34:50.000+0000,(250)714-4366,,info@antongovednik.com,(250)760-7227,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS4GcYAK,False,,23953519,0030A0000029kTwQAI,0010A000002w7pgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:07:35.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T21:07:35.000+0000,005OH00000BfonJYAR,2025-11-21T21:07:36.000+0000,005OH00000BfonJYAR,2025-11-21T21:07:36.000+0000,(250)714-2236,(250) 714-2236,lou.monjo@monjofinancial.com,(855)208-8243,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS4evYAC,False,,23956220,0030A0000029keyQAA,0015o000004rQbNAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:19:24.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T22:19:24.000+0000,005OH00000BfjndYAB,2025-11-21T22:19:24.000+0000,005OH00000BfjndYAB,2025-11-21T22:19:24.000+0000,(250)869-0508,(250) 870-7700,joel@yanowfinancial.com,(250)717-0034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS60jYAC,False,,23953855,0030A000004r2qaQAA,0010A000005cmgqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:14:33.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T21:14:33.000+0000,005OH00000BfonJYAR,2025-11-21T21:14:33.000+0000,005OH00000BfonJYAR,2025-11-21T21:14:33.000+0000,(250)586-1332,,devon.ethier@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS6LdYAK,False,,23953444,0030A0000029pW3QAI,0010A000002wBx8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:06:02.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T21:06:02.000+0000,005OH000004Ir1xYAC,2025-11-21T21:06:03.000+0000,005OH000004Ir1xYAC,2025-11-21T21:06:03.000+0000,(403)618-5144,,hoodgail532@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS6S7YAK,False,,23954979,0030A00000CVYd8QAH,0010A00000D6WF1QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor is having issues ordering documents to client Via investment center, Assist will have this escalated.",True,2025-11-21T21:55:46.000+0000,False,False,005OH00000BFQFCYA5,2025-11-21T21:40:38.000+0000,005OH00000BFQFCYA5,2025-11-21T21:55:56.000+0000,005OH00000BFQFCYA5,2025-11-21T21:55:56.000+0000,(905)480-0344,(416) 577-4660,tristan.murray@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS6VKYA0,False,,23955075,003G0000018f6bPIAQ,0010A000002wOYhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration,Medium,"User was getting error message (KB0023420) suggested user to follow the self guided option of resetting password. 
Microphone issue- stopped hearing user. Based on transcript user was speaking but could not hear them. Restarted computer. 

Code: 08920
Email: dominic.ierullo@difp.ca",True,2025-11-21T21:54:41.000+0000,False,False,005OH00000BG5v4YAD,2025-11-21T21:43:46.000+0000,005OH00000BG5v4YAD,2025-11-21T21:54:42.000+0000,005OH00000BG5v4YAD,2025-11-21T21:54:42.000+0000,(416)538-9333,(416) 538-9333,dominic.ierullo@difp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS7b5YAC,False,,23956212,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:18:53.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:18:53.000+0000,005OH000005URvxYAG,2025-11-21T22:18:53.000+0000,005OH000005URvxYAG,2025-11-21T22:18:53.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gS9jKYAS,False,,23954591,003OH00000DC8aDYAT,001OH00000GEGmrYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:30:31.000+0000,False,False,005OH00000BfonJYAR,2025-11-21T21:30:31.000+0000,005OH00000BfonJYAR,2025-11-21T21:30:31.000+0000,005OH00000BfonJYAR,2025-11-21T21:30:31.000+0000,(250)590-8481,,cindy.lynn@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSAIoYAO,False,,23955455,003G0000023IUYQIA4,0010A000002wT9BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,"**EMAIL**

Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Jason Maleyko
Code: A2223

Please email it to jmaleyko@stewartfisher.com",True,2025-11-21T21:54:19.000+0000,False,False,005OH0000071DK9YAM,2025-11-21T21:54:19.000+0000,005OH0000071DK9YAM,2025-11-21T21:54:20.000+0000,005OH0000071DK9YAM,2025-11-21T21:54:20.000+0000,(519)250-9777,(519) 984-8692,jmaleyko@stewartfisher.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSAnXYAW,False,,23955620,0030A0000029pX9QAI,0010A000002wBy9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:58:44.000+0000,False,False,005OH000006owoYYAQ,2025-11-21T21:58:44.000+0000,005OH000006owoYYAQ,2025-11-21T21:58:44.000+0000,005OH000006owoYYAQ,2025-11-21T21:58:44.000+0000,(306)757-5038,,jim.greenwood@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSB3fYAG,False,,23956448,0030A000009JJTrQAO,0010A00000ALIncQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:28:35.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T22:28:35.000+0000,005OH000004Ir1xYAC,2025-11-21T22:28:36.000+0000,005OH000004Ir1xYAC,2025-11-21T22:28:36.000+0000,(587)777-0660,(587) 777-0660,kefaulkner1@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSBA5YAO,False,,23955497,003G0000018f6nUIAQ,0010A000002wOpEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:55:22.000+0000,False,False,0055o000002KxaMAAS,2025-11-21T21:55:22.000+0000,0055o000002KxaMAAS,2025-11-21T21:55:23.000+0000,0055o000002KxaMAAS,2025-11-21T21:55:23.000+0000,(403)630-8911,(403) 630-8911,koichi@satofinancialyyc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSBQ9YAO,False,,23954354,003G000001cQtbNIAS,0010A000002wStRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:25:46.000+0000,False,False,0055o000002KxaMAAS,2025-11-21T21:25:46.000+0000,0055o000002KxaMAAS,2025-11-21T21:25:47.000+0000,0055o000002KxaMAAS,2025-11-21T21:25:47.000+0000,(780)604-3711,(780) 604-3711,info@melaniecheekfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSCcOYAW,False,,23956530,0030A000009OZO2QAO,0010A00000AQhNVQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:30:43.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T22:30:43.000+0000,005OH000004Ir1xYAC,2025-11-21T22:30:43.000+0000,005OH000004Ir1xYAC,2025-11-21T22:30:43.000+0000,(403)253-4840,,chris.sadler@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSCvhYAG,False,,23954649,003G0000018f6cbIAA,0010A000002wOZtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,Refer to C23953449. Called back for disconnecting authentication after advisor restarted computer.,True,2025-11-21T21:38:32.000+0000,False,False,005OH00000BG5v4YAD,2025-11-21T21:32:07.000+0000,005OH00000BG5v4YAD,2025-11-21T21:38:32.000+0000,005OH00000BG5v4YAD,2025-11-21T21:38:32.000+0000,(403)701-5385,(403) 701-5385,chuck@voldfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSEO5YAO,False,,23957084,0030A0000029nXKQAY,0010A000002wANsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:55:45.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:55:45.000+0000,005OH000005URvxYAG,2025-11-21T22:55:45.000+0000,005OH000005URvxYAG,2025-11-21T22:55:45.000+0000,(780)236-1913,,mwolff730@gmail.com,(780)628-7341,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSFQaYAO,False,,23956042,003OH00000X3HRDYA3,0010A000002wPOTQA2,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - KYC Report,Medium,"**WRS Email Thread** Nov 21 2025
Bonjour Martine,

Ce courriel est en relation à la demande d’une liste de clients et plans ainsi que l’état de leurs CVC/FRC dans le centre d’investissement. Veuillez trouver le report créé ci-joint. Un courriel avec le mot de passe sera envoyé après ce message.  

Vous pouvez voir l’état des CVC de vos clients et régimes dans les sections « Status ».

Veuillez noter que le but de ce rapport est de vous donner avec l’état des CVC/FRC de vos clients qui ont des fonds mutuels. 

Ce relevé vous montre aussi la valeur marchande pour chaque plan. Si la valeur marchande est $0.00 et le client ne va plus contribuer dans leur plan, vous pouvez mettre à jour l’état du plan à « fermé » dans l’écran de Details de plan > cliquez sur Modifier > mettez à jour l’état à « fermé ».

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊 Wealth support (swoogo.com)

Merci et bonne journée!

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Martine Gonthier <martine@evolution360.ca> 
Sent: November 12, 2025 12:38 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Gaetan, Georges <georges.gaetan@evolution360.ca>
Subject: [EXT] Rapport de CVC pour 2026

Bonjour, Serait-il possible de recevoir un rapport de CVC qui vendront à échéance en 2026? Si oui, celui-ci serait pour le Conseiller M. Georges Gaetan # 30427 succ. 1500 Merci beaucoup Martine Gonthier Directrice des Opérations Conseillère
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 

Serait-il possible de recevoir un rapport de CVC qui vendront à échéance en 2026?

Si oui, celui-ci serait pour le Conseiller M. Georges Gaetan # 30427  succ. 1500

Merci beaucoup

Martine Gonthier
Directrice des Opérations 
Conseillère en Sécurité Financière 
Représentante en Investissement - Services d’Investissements Quadrus ltée
Cell : 514-703-8049
martine@evolution360.ca
 
1125 rue Estelle Mont-Tremblant, QC J8E 2N9
Fax : 819-717-1626

Salut,

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le relevé envoyé : 

652Q4VP2

Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.

S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T22:12:42.000+0000,False,False,005OH000002iN7rYAE,2025-11-21T22:12:42.000+0000,005OH000002iN7rYAE,2025-11-21T22:12:42.000+0000,005OH000002iN7rYAE,2025-11-21T22:12:42.000+0000,(514)703-8049,,martine@evolution360.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSFvBYAW,False,,23955173,003G000001MoAMKIA3,0010A000002wSYiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Banking Report Request,Medium,"report provided 

**EMAIL**

Hi Andrew,

As mentioned in my previous Banking Report Request email, please see password below for your password-protected Excel file(s):
FMBIZUCLH6

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Andrew,

This email is regarding your request for a list of clients without banking information on Investment Centre. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients that don't have banking on file in Investment Centre. The details are as follows:

Request 1:
Advisor:Andrew Kim
Code:32267

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to andrew@dwlfinancial.com 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EeNYpivNs0xPtt5qXNELxp4BV9buoalXB0LkUzqVI85o5g?e=zkBivj",True,2025-11-21T21:46:18.000+0000,False,False,005OH0000071DK9YAM,2025-11-21T21:46:18.000+0000,005OH0000071DK9YAM,2025-11-21T21:46:18.000+0000,005OH0000071DK9YAM,2025-11-21T21:46:18.000+0000,(416)731-3232,(647) 210-2822,andrew@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSGxjYAG,False,,23955631,003OH00000VWEioYAH,001OH00000cRT3MYAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policies in Workspace,Medium,"****DDS****11/21/25 

User is unable to access clients in WS - logged in as user and could not find the clients
Could not find the clients in SF and copilot
 
=============================================================================== 
 
****Email Chain****

Good day Nash,

Thank you for contacting Workspace Support regarding missing clients’ files in Workspace.

Investment accounts will not be visible in Workspace until they have been funded. If their policies are funded, please provide the policy numbers, send us a screenshot of the Investment Centre screen including the URL at the top of the screen and we will escalate this issue to our Digital Lab so this can be resolved. 

 


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Nash Martin <nash@branstone.ca> 
Sent: November 21, 2025 11:05 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace Missing Client File

Hello, I have two clients that are not showing up on Workspace but have accounts open in Investment Center. The client information is as follows: Aaron Yurkiw - Client # 752628076 - Plan # 754596333 Drake Longman - Client # 754459329 - Plan
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I have two clients that are not showing up on Workspace but have accounts open in Investment Center. The client information is as follows:

•	Aaron Yurkiw - Client # 752628076 - Plan # 754596333
•	Drake Longman - Client # 754459329 - Plan # 754621868

Can you please look into these client accounts?

Thank you,
Nash

 	Nash Martin
Investment Representative    B. Admin
Branstone Financial Strategies
Private Wealth Management				 
	204-578-5500
 
	nash@branstone.ca

 
	https://branstone.ca

 
	4A - 457 - 9th Street, Brandon, MB







If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-21T21:59:02.000+0000,False,False,005OH0000097FtCYAU,2025-11-21T21:59:02.000+0000,005OH0000097FtCYAU,2025-11-21T22:19:17.000+0000,005OH0000097FtCYAU,2025-11-21T22:19:17.000+0000,(204)578-5500,,nash@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSHk6YAG,False,,23956983,0031600002bW94mAAC,0010A000002wOImQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace REGISTRATION,Medium,"Good day Emily,

Thank you for contacting Workspace Support team.  

Based on our records, you don’t have any active MGA account on Repnet nor Workspace.

To gain access to your MGA book of business on Workspace you will need to complete your registration, please ensure you use your MGA code and follow the steps outlined below.
You will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
Registering for User ID (formerly RepNet ID)
Step 1: From the Canada Life Selfcare Page, click Register to start the quick, 3-step registration process. 
 The Canada Life Selfcare Page page can be accessed with a direct URL: 
 https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
  
Step 2: Accept the terms and conditions. 
 
Step 3: Enter your first name, last name, your new advisor code (formerly called distributor code), and unique activation code. Click Continue. 
 NOTE - if the caller does not know their advisor code (formerly called distributor code) or Activate Code, direct them to Distribution Methodology (MGA) or Contracts and Licensing (ADSL) to have their Welcome Letter resent.  
•	Distribution_Methodology@canadalife.com
•	CanadaLife.Contracts&Licensing@canadalife.com 
 
IF  your user id has been created on Repnet, please allow 48 hours before registering for Workspace.
In case you’re already registered in Repnet and just don’t remember your User ID password, you can use the URL below and click on Forgot your password? Link : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en
If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting, and we will schedule a call to help you. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: emily@affinitiwealth.com <emily@affinitiwealth.com> 
Sent: November 21, 2025 12:59 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] MGA Workspace access

Helo I received an email to connect CL Direct and MGA workspace profiles to the Advice Canada portal. I currently have a workspace profile under the Advisor solutions option. When I try to connect/register for an MGA workspace profile I get
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Helo

I received an email to connect CL Direct and MGA workspace profiles to the Advice Canada portal.  I currently have a workspace profile under the Advisor solutions option.  When I try to connect/register for an MGA workspace profile I get an error message saying I already have a workspace account. 

Please advise how I get MGA workspace access to connect to the Advice Canada portal. 

Code: 35152

Thank you, 


Emily Fard | Associate Advisor 
Affiniti Wealth Inc.
T (519)-204-8343|F (519)914-0290  
Confidentiality Notice:  This email message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this email message immediately.",True,2025-11-21T22:50:37.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T22:50:37.000+0000,005OH00000AbCcLYAV,2025-11-21T22:51:05.000+0000,005OH00000AbCcLYAV,2025-11-21T22:51:05.000+0000,(519)435-7024,,emily@affinitiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSIppYAG,False,,23955661,0030A0000029c1zQAA,0010A000002w0r9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T21:59:56.000+0000,False,False,005OH000005URvxYAG,2025-11-21T21:59:56.000+0000,005OH000005URvxYAG,2025-11-21T21:59:56.000+0000,005OH000005URvxYAG,2025-11-21T21:59:56.000+0000,(780)868-4981,,brichmond@shaw.ca,(780)442-5090,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSIxyYAG,False,,23956822,0030A0000029lkvQAA,0010A000002w8qqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:43:16.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:43:16.000+0000,005OH000005URvxYAG,2025-11-21T22:43:16.000+0000,005OH000005URvxYAG,2025-11-21T22:43:16.000+0000,(780)467-3747,(780) 951-1361,ajeraj@shaw.ca,(780)640-6797,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSJluYAG,False,,23955816,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:04:47.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:04:47.000+0000,005OH000005URvxYAG,2025-11-21T22:04:47.000+0000,005OH000005URvxYAG,2025-11-21T22:04:47.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSKF0YAO,False,,23956880,0030A0000029kFGQAY,0010A000002w7bhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:45:53.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:45:53.000+0000,005OH000005URvxYAG,2025-11-21T22:45:53.000+0000,005OH000005URvxYAG,2025-11-21T22:45:53.000+0000,(780)893-5256,(780) 893-5256,jockular52@hotmail.com,(780)490-7075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSKbVYAW,False,,23955939,0030A0000029Wl5QAE,0010A000002vwQvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:09:03.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:09:03.000+0000,005OH000005URvxYAG,2025-11-21T22:09:03.000+0000,005OH000005URvxYAG,2025-11-21T22:09:03.000+0000,(780)905-5736,,david@dmfinancial.ca,(780)408-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSKrfYAG,False,,23956180,0030A00000C13kfQAB,0010A00000CbKNjQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:17:27.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:17:27.000+0000,005OH000005URvxYAG,2025-11-21T22:17:27.000+0000,005OH000005URvxYAG,2025-11-21T22:17:27.000+0000,(780)904-8205,,ronbuchaski@gmail.com,(780)387-4929,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSLEEYA4,False,,23956456,0030A0000029Z3TQAU,0010A000002vyOYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Reset and Book of Business Client List,Medium,"Hi Georgia, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you reset your MFA connection. 

You will find attached the Book of Business Client List Report that will guide you through the process of creating a list for a specific advisor. 

You will be then able to export this list to Excel. 

Have a wonderful weekend!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T22:49:34.000+0000,False,False,0055o000001zVCKAA2,2025-11-21T22:28:50.000+0000,0055o000001zVCKAA2,2025-11-21T22:49:34.000+0000,0055o000001zVCKAA2,2025-11-21T22:49:34.000+0000,(519)621-3900X1,,insuranceadmin@stewardgroup.ca,(519)622-0699,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSLR8YAO,False,,23956310,003G0000018f7NjIAI,0010A000002wPTNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:22:53.000+0000,False,False,0055o000002KxaMAAS,2025-11-21T22:22:53.000+0000,0055o000002KxaMAAS,2025-11-21T22:22:54.000+0000,0055o000002KxaMAAS,2025-11-21T22:22:54.000+0000,(403)730-0244,(403) 870-4078,bruce@biggarfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSLkTYAW,False,,23956096,0030A0000029kPrQAI,0010A000002w7lUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:14:37.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T22:14:37.000+0000,005OH00000BfjndYAB,2025-11-21T22:14:38.000+0000,005OH00000BfjndYAB,2025-11-21T22:14:38.000+0000,(250)767-3358,,shayn.moritz@edwardjones.com,(866)773-4352,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSM2EYAW,False,,23956157,003G0000018f6ZpIAI,0010A000002wOXEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Hi Jennifer and Yves,

@Bourget, Yves  It was a pleasure speaking with you earlier regarding your registration issue. It appears that you were using the Repnet activation code instead of your User ID when attempting to register.
•	Since you do not have your User ID, you can request it from the Distribution and Methodology team to proceed with the registration by emailing them at: Distribution_Methodology@canadalife.com
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Have a great weekend!

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: November 21, 2025 1:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Bourget, Yves <Yves@pwminc.ca>
Subject: RE: Canada Life Workspace for FHG, Yves D Bourget, advisor code D9472 - Case 23949024

Hi there, 

I have just spoken to Yves and he is not able to register for Canada ID – based on D9472
and 1-62A2CQ.  The system is saying invalid. 



Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 21, 2025 2:46 PM
To: Bourget, Yves <Yves@pwminc.ca>
Cc: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Subject: RE: Canada Life Workspace for FHG, Yves D Bourget, advisor code D9472 - Case 23949024

Hi Jennifer and Yves,

@Bourget, Yves It has come to our attention that you would like to set up your Workspace account for your code D9472. Based on our records, under your MGA account, you are currently registered on Repnet but not yet on Workspace.

To complete your registration, please ensure you use your MGA code and follow the steps outlined below:

To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please make sure to select the right association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: November 21, 2025 7:20 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Canada Life Workspace for FHG, Yves D Bourget, advisor code D9472

Hi there, 

Please see below from Advisor:

Hi Jennifer.
I have 5 Canada Life policies under the MGA Financial Horizons. My advisor code is D9472. Most of my BOB for life and investment is under advisor code W5867 and LL17719. Could you help me in setting-up the WorkSpace Advisor Log-in for D9472?
Regards,
Yves.


Thank you

Jenn

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: November 21, 2025 6:57 AM
To: Bourget, Yves <Yves@pwminc.ca>
Subject: Re: Canada Life Workspace for FHG, Yves D Bourget, advisor code D9472

Hi Yves,

Happy Friday!

Let me look into the best way to get this done for  you. 

Talk soon! 

Jenn 

Get Outlook for iOS
________________________________________
From: Yves Bourget <Yves@PWMINC.CA>
Sent: Thursday, November 20, 2025 4:34:49 PM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Subject: [EXT] Canada Life Workspace for FHG, Yves D Bourget, advisor code D9472 
 
Hi Jennifer. I have 5 Canada Life policies under the MGA Financial Horizons. My advisor code is D9472. Most of my BOB for life and investment is under advisor code W5867 and LL17719. Could you help me in setting-up the WorkSpace Advisor Log-in
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hi Jennifer.
I have 5 Canada Life policies under the MGA Financial Horizons. My advisor code is D9472. Most of my BOB for life and investment is under advisor code W5867 and LL17719. Could you help me in setting-up the WorkSpace Advisor Log-in for D9472?
Regards,
Yves.
               Yves D Bourget
         Sales Representative
Panagapka Wealth Management Inc.
                          
       273 Third Avenue, Suite 404
              Timmins, Ontario
                    P4N 1E2
               T. 705-531-5555
               F. 705-531-0055
               C. 705-365-6776
          Email: yves@pwminc.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T22:29:17.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T22:16:28.000+0000,005OH00000AbCcLYAV,2025-11-21T22:29:17.000+0000,005OH00000AbCcLYAV,2025-11-21T22:29:17.000+0000,(705)531-5555,(705) 365-6776,yves@pwminc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSO7GYAW,False,,23956653,003OH0000013aZWYAY,001OH000001ElrZYAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue - INC1868826,Medium,"*** DDS 24NOV2025 ***
prompt visible, advised user

*** DDS 24NOV2025 ***
INC1868826 submitted

***DDS 2025-11-21***
User wanted to merge 2 profiles.
DDS found no visible data inconsistencies and profiles are from different companies.
DDS also confirmed there was no merge prompt.
Escalated Issue to level 2.

==================================================================================

User's Name: Derek McGeachy
Email: derekmcgeachy@awmi.ca
SF ID: 0035o000007nEigAAE

Advisor Name: Sharon Visser
Advisor Code: W6139, LL33479

Account 1:
First Name: Rita
Middle Name:
Last Name: Stevens
DOB: 21-Oct-1955
Policy #'s: S0004131P
Company: CL
CIS Client ID: 8198552544
URL for records: 001OH00000fyezHYAQ

Account 2:
First Name: Rita
Middle Name:
Last Name: Stevens
DOB: 21-Oct-1955
Policy #'s: F555432534,9756817-0,B183593-3,B745969-6
Company: LL
CIS Client ID: 2198634486
URL for records: 001OH00000MeoBiYAJ
 
==================================================================================

****Email Chain**

Hello Derek,

Thank you for contacting Workspace Support regarding the merge issue below. We have amended the user’s accounts in our systems, and the merge prompt is now visible in Workspace. Please let me know if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



This is an alert to let you know that Derek McGeachy (derekmcgeachy@awmi.ca) has submitted a merge issue.
 
Client details:
First name: RITA
Middle name (if applicable): 
Last name: STEVENS
DOB: October 21, 1955
Policy Number(s): F555432534,9756817-0,B183593-3,B745969-6,S0004131P
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000MeoBiYAJ/rita-stevens
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000fyezHYAQ/rita-stevens
URL 3: 
URL 4: 
Additional details:",True,2025-11-24T20:06:32.000+0000,False,False,005OH000006wv2TYAQ,2025-11-21T22:35:32.000+0000,005OH00000AX0rVYAT,2025-11-24T20:06:32.000+0000,005OH000006wv2TYAQ,2025-11-24T20:06:32.000+0000,(613)243-5541,,derekmcgeachy@awmi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSQNZYA4,False,,23956711,0030A00000BmYz0QAF,0010A00000CN0IoQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:38:27.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:38:27.000+0000,005OH000005URvxYAG,2025-11-21T22:38:27.000+0000,005OH000005URvxYAG,2025-11-21T22:38:27.000+0000,(780)340-9368,,mittonu2002@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSQYrYAO,False,,23956731,0030A0000029ZCkQAM,0010A000002vyX1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:39:11.000+0000,False,False,005OH000004Ir1xYAC,2025-11-21T22:39:11.000+0000,005OH000004Ir1xYAC,2025-11-21T22:39:12.000+0000,005OH000004Ir1xYAC,2025-11-21T22:39:12.000+0000,(403)299-4525,,todd.sysak@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSQqbYAG,False,,23956761,0030A000005zJDHQA2,0010A000006jrx7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:40:44.000+0000,False,False,0055o000001OxJtAAK,2025-11-21T22:40:44.000+0000,0055o000001OxJtAAK,2025-11-21T22:40:44.000+0000,0055o000001OxJtAAK,2025-11-21T22:40:44.000+0000,(604)685-6521,(778) 988-9199,zach@intagenwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001OxJtAAK,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSQtpYAG,False,,23956763,0030A0000029iOJQAY,0010A000002w67zQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:40:52.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:40:52.000+0000,005OH000005URvxYAG,2025-11-21T22:40:52.000+0000,005OH000005URvxYAG,2025-11-21T22:40:52.000+0000,(780)991-6304,,ksmith@tophatadvisory.ca,(780)991-5994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSREnYAO,False,,23956781,0030A000005zJDHQA2,0010A000006jrx7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:41:28.000+0000,False,False,0055o000001OxJtAAK,2025-11-21T22:41:28.000+0000,0055o000001OxJtAAK,2025-11-21T22:41:28.000+0000,0055o000001OxJtAAK,2025-11-21T22:41:28.000+0000,(604)685-6521,(778) 988-9199,zach@intagenwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001OxJtAAK,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSSFhYAO,False,,23956828,0030A0000029khRQAQ,0010A000002w7zAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:43:36.000+0000,False,False,005OH00000BfjndYAB,2025-11-21T22:43:36.000+0000,005OH00000BfjndYAB,2025-11-21T22:43:36.000+0000,005OH00000BfjndYAB,2025-11-21T22:43:36.000+0000,(778)881-5717,(778) 881-5717,mary.ong@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSTdBYAW,False,,23956892,0030A0000029kFGQAY,0010A000002w7bhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-21T22:46:30.000+0000,False,False,005OH000005URvxYAG,2025-11-21T22:46:30.000+0000,005OH000005URvxYAG,2025-11-21T22:46:30.000+0000,005OH000005URvxYAG,2025-11-21T22:46:30.000+0000,(780)893-5256,(780) 893-5256,jockular52@hotmail.com,(780)490-7075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSaJuYAK,False,,23957808,0030A00000Bc76UQAR,0010A00000CCKKwQAP,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****11/21/25 

 Name corrected in CIS
Sent email to user to use merge prompt in WS in 2-4 business days
=============================================================================
 
****Email Chain****

Hello Zheng,

Thank you for contacting Workspace Support regarding the merge issue in Workspace below.

I’ve amended the client’s accounts in our system; you should find that the merge prompt appears in Workspace in 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: November 20, 2025 5:51 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Zheng Xie (zheng. xie@ triplewealth. ca) has submitted a merge issue. Client details: First name: MENG-YIN MARY Middle name (if applicable): Last name: LIN DOB: October 9, 1981 Policy Number(s): 69085698P F071771852
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Zheng Xie (zheng.xie@triplewealth.ca) has submitted a merge issue.
 
Client details:
First name: MENG-YIN MARY
Middle name (if applicable): 
Last name: LIN
DOB: October 9, 1981
Policy Number(s): 69085698P F071771852 F693353818
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000bZ7o5YAC/mengyin-mary-lin
URL 2: https://workspace.canadalife.com/workspace/s/account/0015o000007e14YAAQ/meng-yin-mary-lin
URL 3: 
URL 4: 
Additional details: N/A",True,2025-11-21T23:42:06.000+0000,False,False,005OH0000097FtCYAU,2025-11-21T23:42:06.000+0000,005OH0000097FtCYAU,2025-11-21T23:42:06.000+0000,005OH0000097FtCYAU,2025-11-21T23:42:06.000+0000,(778)829-6821,,zheng.xie@triplewealth.ca,(604)438-7799,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSci6YAC,False,,23957758,003G0000018f6SnIAI,0010A000002wOP7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"=============case info==========
First name: DEBORA
Middle name (if applicable): M 
Last name: DERBECKER
DOB: May 6, 1961
Policy Number(s): 60911611T, B250986-7
ClientID: CL 8268732564, LL 0000857074
https://workspace.canadalife.com/workspace/s/account/001OH00000ddkWI/debora-m-derbecker
https://workspace.canadalife.com/workspace/s/account/0010A000005RsUEQA0/debora-m-derbecker
==============emails===========
Hi Sandi, 


We have made corrections to the name field which should update in Workspace in 2-4 business days. At that time, you should be able to complete the merge for this client in Workspace.

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Sandi Radcliffe <sandi.radcliffe@pixelfinancial.ca> 
Sent: Wednesday, November 19, 2025 12:53 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Merge Accounts 

Can you please merge these 2 accounts, it is the same client https: //workspace. canadalife. com/workspace/s/account/001OH00000ddkWI/debora-m-derbecker https: //workspace. canadalife. com/workspace/s/account/0010A000005RsUEQA0/debora-m-derbecker Thanks
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Can you please merge these 2 accounts, it is the same client

https://workspace.canadalife.com/workspace/s/account/001OH00000ddkWI/debora-m-derbecker

https://workspace.canadalife.com/workspace/s/account/0010A000005RsUEQA0/debora-m-derbecker

Thanks
Sandi 
Sandi Radcliffe
Principal
Pixel Financial Group Inc.
Investment Representative
Quadrus Investment Services Inc.
 
Office: (519) 669-9996
Fax: (519) 669-9916
 
www.pixelfinancial.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",True,2025-11-21T23:38:02.000+0000,False,False,0055o000001zVCKAA2,2025-11-21T23:38:02.000+0000,0055o000001zVCKAA2,2025-11-21T23:38:12.000+0000,0055o000001zVCKAA2,2025-11-21T23:38:12.000+0000,(519)669-9996,(519) 589-6985 *,sandi.radcliffe@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gScrmYAC,False,,23957550,0030A0000029ptOQAQ,0010A000002wCFTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,SimpleProtect Country of Birth Issue,Medium,"*****Nov 25 2025 - Closing as per Jonathan V. Can't do further troubleshooting since advisor already went to NBN for the workaround, we need to see what's broken first!*****

Andrew is inquiring about an issue with SimpleProtect reported by an advisor. Client was born in California, USA. Advisor claims SP 'wouldn't save' with that info entered. No error code or additional info provided beyond 'it wouldn't save'. Advisor submitted app 60921046-0 with client's birth location as Ontario, Canada  to make it go through, and asked NBC to correct. 

Checked SP Known Issue Tracker, KB0023308, KB0021989, KB0023610, KB0022199, and several others after multiple searches, no results. Cross-referenced with ACH, https://www.acp.canadalife.com/content/dam/advisors/documents/technology/simpleprotect/en_ca/SimpleProtect_Overview.pdf shows option to choose country of birth on page 8...and only country of birth. Nothing about state/province, unless that populates after choosing the country.
HOWEVER. The demo video (https://share.vidyard.com/watch/ZXVnzfQjVMWoeYWn5tQ787, roughly 9:40 mark) shows the province/state field populating after choosing a country, and country of residence field doesn't have Canada pre-selected like the PDF screenshot does. Neither resource confirms what date it was created (like how forms have the date at the end of the form number), closest info is a copyright for 2009-2022 on the video link. SimpleProtect practice site isn't accessible to test. 

Advisor MIGHT have been using the wrong field, but cannot resolve on first inquiry. Considering advisor said 'problem with the online software (again)', suggesting that he is using the wrong field might not go over so well. :( 

Sending to L2. If I've missed something and shouldn't have escalated this, please let me know what I missed and I am happy to take care of it!

***EMAILS
Hello Andrew,

Thank you for contacting Workspace Support regarding an advisor’s issue with entering a US address as birthplace in Simple Protect.

There should be no issue as far as we know with entering a US address as birthplace in Simple Protect. If this happens again to the advisor, they should be contacting us directly at 1-888-999-4516 so that we can troubleshoot the issue with them. For an issue like that one, we would most likely remote into their computer to see if we can find a solution. In this specific case, they were able to figure out a workaround and the application has now been submitted so we won’t be able to see what could of caused this.

Please let us know if you have any other questions or issues regarding Workspace, or if you’d like us to reach out to the user with the information above. 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Summerley, Andrew <Andrew.Summerley@canadalife.com> 
Sent: November 20, 2025 3:53 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Application signed Application ID: 60921046-0

Hello,

If this app is fully submitted, the advisor may or may not need to hear back from us. 

But can we please look into why the application below would not accept that the client was born in California, USA?

Could not proceed until place of birth Ontario and now we have to go back to new business to make a correction so they can amend. 

Thank you, 

Andrew Summerley
Regional Sales Manager, Insurance
Product Solutions Centre (GTA)
Cell 647-308-3027

Regional Sales Associate Marisa Spada 416-552-3139 marisa.spada@canadalife.com 


Andrew.summerley@canadalife.com
2005 Sheppard Avenue East, Suite 301
Toronto ON M2J 5B4


 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Jordan Donsky <jordan@donskywealthmgmt.com> 
Sent: November 20, 2025 11:30 AM
To: Toffi, Patti <patti.toffi@hubfinancial.com>; Summerley, Andrew <Andrew.Summerley@canadalife.com>
Subject: [EXT] Re: Application signed Application ID: 60921046-0

Just finished this application. Problem with the online software (again) – it wouldn’t save despite repeated entries that client was born in USA and state California. Kept Ontario which is wrong so please correct on your end. Jolyon will expect
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Just finished this application. Problem with the online software (again) – it wouldn’t save despite repeated entries that client was born in USA and state California. Kept Ontario which is wrong so please correct on your end.
Jolyon will expect to receive a call from the nurse to do para medical asap. 
Thanks


From: SimpleProtect.Support@canadalife.com <SimpleProtect.Support@canadalife.com>
Date: Thursday, November 20, 2025 at 11:24 AM
To: jordan@donskywealthmgmt.com <jordan@donskywealthmgmt.com>
Subject: Application signed
Proceed with application
Application ID: 60921046-0
Dear advisor, 
All reviews have been completed and signatures have been submitted by:
Jolyon Burton 
Please return to SimpleProtect to continue the application process. 
We care about our clients' privacy. If this email wasn't meant for you, please let us know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can't guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-25T18:27:13.000+0000,False,False,005OH00000BFQFFYA5,2025-11-21T23:21:34.000+0000,005OH00000BFQFFYA5,2025-11-25T18:27:13.000+0000,005OH00000BFQFFYA5,2025-11-25T18:27:13.000+0000,(647)297-5286,,jordan@donskywealthmgmt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSctPYAS,False,,23957974,003OH00000IwgXfYAJ,001OH00000NE3DmYAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Adding a delegate,Medium,"Hi Yiming,

Thank you for contacting Workspace Support team.  

To add a delegate, they need to have their own Workspace access. I have attached the Third-Party Access (TPA) form for your convenience. Please fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com. 
 
Once Distribution Methodology processes this form, your delegate should be able to access your book of business.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

If there is anything else we can assist you with, please do not hesitate to reach out. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Yiming Hu <sherryhu007@gmail.com> 
Sent: November 21, 2025 2:33 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] workspace google authenticator - TicketI#INC1833893

Hello there, I wonder if my assistant can gain access to the system? How can I arrange for it? Thanks, On Thu, Oct 30, 2025 at 2: 26 PM CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: Hello Sherry, It was a pleasure speaking
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Hello there,

I wonder if my assistant can gain access to the system? How can I arrange for it?

Thanks,

On Thu, Oct 30, 2025 at 2:26 PM CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
Hello Sherry,
 
It was a pleasure speaking to you and helping you setup the Google Authenticator app on you new phone to access Workspace.
 
Here is a recap of what we did today.
1.	Verified and disconnected the old authenticator profile
2.	Setup your Google Authenticator on the phone
3.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.
 
🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-21T23:56:23.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T23:56:23.000+0000,005OH00000AbCcLYAV,2025-11-21T23:56:49.000+0000,005OH00000AbCcLYAV,2025-11-21T23:56:49.000+0000,(778)927-6581,,sherryhu007@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSeX2YAK,False,,23958140,0030A0000029ilhQAA,0010A000002w6P5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing New Business Web App Application - Follow up Sent,Medium,"Username: JOHN GERALD BENNETT
User SF Contact  https://lifeco.lightning.force.com/lightning/r/Contact/0035o000004H9y8AAC/view

Hi John, 

I created a feedback improvement ticket on your behalf and listed all of the improvement you would like to be made to Simple Protect. 

These tickets are reviewed by the team in charge of developing the platform at the end of each month and help they prioritize the features to be developed that will add the most value added for its users.   

We've just included more teams outside of our digital lab to look at feedback requests coming from our users to ensure that their requests are being looked at, and able to see how we build out our Workspace digital roadmap with what is technically feasible to be more effective for our users.  
 
Have a wonderful day. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Bennett,John G <John.Bennett@edwardjones.com> 
Sent: Thursday, November 27, 2025 8:21 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Phone Call - Missing New Business Submitted Application - C23958140

I would prefer an in app reminder and then an email if I miss the in app reminder. Thanks. From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Wednesday, November 26, 2025 4: 09 PM To: Bennett,John G <John. Bennett@ edwardjones. com>
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I would prefer an in app reminder and then an email if I miss the in app reminder. Thanks.

Hi John, 

I appreciate you sharing your experience with the current process in Simple Protect. We understand how frustrating it can be to think an application is complete and then later discover an additional step through an email that can easily be missed.

We can create a feedback improvement ticket to propose changes to this process. To make sure your suggestion is clear and actionable, could you share what your ideal experience would look like? For example, would you prefer  an in-app notification instead of an email?

These tickets are reviewed by the platform development team at the end of each month. They help prioritize enhancements that add the most value for users. Recently, we’ve expanded the review process to include more teams outside of our digital lab to ensure feedback like yours is considered when shaping our Workspace digital roadmap.

Please let me know your preferred approach, and I’ll submit the ticket on your behalf.


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Bennett,John G <John.Bennett@edwardjones.com> 
Sent: Wednesday, November 26, 2025 1:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Phone Call - Missing New Business Submitted Application - C23958140

It was Nigel Bauer. Turns out I missed an email from Canada Life that I was supposed to click on to send the application. I have since clicked the box. That is a flawed process, having us click to complete the application minutes or hours after
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It was Nigel Bauer.  Turns out I missed an email from Canada Life that I was supposed to click on to send the application.  I have since clicked the box.  That is a flawed process, having us click to complete the application minutes or hours after we think we have it all done.    I have been stung twice my manulife on the same issue.  I think I am done and then I get an obscure email that I miss since it is hidden in a dozen other useless emails.  Can you ask the head brass at Canada Life to simplify things and change this process?
Thanks,
John Bennett


Hi John, 

Can you provide the requirements listed below when you have a chance?

Thanks for your help. 

Have a wonderful day. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi John, 

Thank you for contacting Workspace Support.  

Can you send us the following so that we can review your issue: 


•	Name of the application
•	Application number (if available 
•	A screenshot of your dashboard showing the other available pending applications (but not the missing submitted one)



  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T23:06:33.000+0000,False,False,0055o000001zVCKAA2,2025-11-22T00:12:18.000+0000,0055o000001zVCKAA2,2025-11-27T22:46:08.000+0000,0055o000001zVCKAA2,2025-11-27T22:46:09.000+0000,(780)962-4437,,john.bennett@edwardjones.com,(866)550-4494,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSerzYAC,False,,23957856,003OH00000UHN8dYAH,001OH00000avI0JYAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product Illustrations Access Issue,Medium,"Advice Canada (Tara Healy) requested Workspace Support to contact new ADSL Advisor Mathieu Bernier (F7988) re: a Product Illustrations access issue due to discontinued LL Advisor Code; informed user we would investigate and respond with an update as soon as possible

Nov. 24th 2025 - Unable to verify old LL number in Siebel or londonbiz. account in ISAM; confirmed with Assist Line and referred to L2 Workspace Service Leaders inbox; closing case for time-being

Nov. 25th 2025 - Samantha (L2) sent request for user; will update with more info when possible

========================================================================================================

****EMAIL CHAIN****

Hello Mathieu,

To help you with this Product Illustration access issue, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Mathieu Bernier <mathieu@couillard.ca> 
Sent: December 9, 2025 11:35 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: [EXT] RE: Issues with Product Illustration - SF Case #23957856
Importance: High

Hi, No it is not working, I am trying to reset my password, as none of the one I tried work, and I get this error message. Mathieu Bernier, MBA Direct: +1 825 540 4835 Email: mathieu@ couillard. ca 715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

No it is not working, I am trying to reset my password, as none of the one I tried work, and I get this error message.

 

Mathieu Bernier, MBA

Direct:  +1 825 540 4835
Email:    mathieu@couillard.ca
 
715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5
www.couillard.ca
www.lifeworth.ca

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 8:36 AM
To: Mathieu Bernier <mathieu@couillard.ca>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: Issues with Product Illustration - SF Case #23957856

Hello Mathieu,

Once your access issue with the Product Illustration has been resolved, you should be able to illustrate for these advisors.

In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Mathieu Bernier <mathieu@couillard.ca> 
Sent: November 25, 2025 3:56 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: [EXT] RE: Issues with Product Illustration - SF Case #23957856

Hi Samantha! Thanks for your email. Indeed, this works in Workspace. I just want to make sure that in Product Illustration software, it will work for all 3 of them as well when my account is set up properly. Thank you! Mathieu Bernier, MBA Direct: 

Hi Samantha!

Thanks for your email. Indeed, this works in Workspace. I just want to make sure that in Product Illustration software, it will work for all 3 of them as well when my account is set up properly.

Thank you!

Mathieu Bernier, MBA

Direct:  +1 825 540 4835
Email:    mathieu@couillard.ca
 
715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5
www.couillard.ca
www.lifeworth.ca

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 2:53 PM
To: Mathieu Bernier <mathieu@couillard.ca>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: Issues with Product Illustration - SF Case #23957856

Hello Mathieu,

You have delegation access to all 3 advisors in Workspace. Once you sign into Workspace follow the steps below to access these advisor’s clients. If you need additional support with locating a specific policy in Workspace, let me know and I will reach out at a date and time that is convenient to you.

1.	Select Manage clients
2.	Type the advisor’s name in the section that states “Filter by account owner”
3.	Select Search

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






From: Mathieu Bernier <mathieu@couillard.ca> 
Sent: November 25, 2025 3:19 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: [EXT] RE: Issues with Product Illustration - SF Case #23957856

Hello Samantha, Thanks for your email. To answer your question, I am the one needing access to these advisors. I had already an access to all 3 of them, and it was working fine until that change of code occurred. Are you able to reset everything,

Hello Samantha,

Thanks for your email.

To answer your question, I am the one needing access to these advisors. I had already an access to all 3 of them, and it was working fine until that change of code occurred. Are you able to reset everything, so I can have access to all 3 like before?

Thanks! 

Mathieu Bernier, MBA

Direct:  +1 825 540 4835
Email:    mathieu@couillard.ca
 
715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5
www.couillard.ca
www.lifeworth.ca

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 2:16 PM
To: Mathieu Bernier <mathieu@couillard.ca>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: Issues with Product Illustration - SF Case #23957856

Hello Mathieu,

1. Regarding the issue you have accessing the Product Illustration software.
a.	We have submitted a request for you to have access to the software. Your access will be fixed in 3-5 business days.
b.	You should receive a notification regarding this access.

2. Regarding reestablishing my old connections to your advisors
         a. Do you want to give delegation access to the advisors below?
Hal Couillard F7906
Jessica Theroux F7905
Dennis Hop W5464

          b.  Or, are you the one who wants delegation access to these advisors’ Book of Business in Workspace?

Looking forward to your email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 1:45 PM
To: Mathieu Bernier <mathieu@couillard.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: Issues with Product Illustration - SF Case #23957856

Hi Mathieu,

Of course – we hope we can resolve this issue for your quickly! 

Thank you for this additional information – we will forward it to our Digital Lab Team as part of your request. 

We will contact you here as soon as there is an update!

if you require anything else the Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516 – as always!
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Mathieu Bernier <mathieu@couillard.ca> 
Sent: November 25, 2025 11:15 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: [EXT] RE: Issues with Product Illustration - SF Case #23957856

Thank you, Georgia. If I could have this resolved this week, that would be great, I now have a lot illustrations and cases to produce with Product Illustrations and would be grateful to have my software to work. Will you be able to reestablish

Thank you, Georgia.

If I could have this resolved this week, that would be great, I now have a lot illustrations and cases to produce with Product Illustrations and would be grateful to have my software to work.

Will you be able to reestablish my old connections to my advisors at the same time:

Hal Couillard F7906
Jessica Theroux F7905
Dennis Hop W5464

The more urgent cases is for the last one, Dennis Hop.

Thank you!

Mathieu Bernier, MBA

Direct:  +1 825 540 4835
Email:    mathieu@couillard.ca
 
715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5
www.couillard.ca
www.lifeworth.ca

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 21, 2025 5:03 PM
To: Mathieu Bernier <mathieu@couillard.ca>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: Issues with Product Illustration - SF Case #23957856

Hi Mathieu,

Please accept our apologies and disregard that last email – the complete email chain was not displaying properly in Outlook. 

As we can see that you have been experiencing this issue prior to November 20, 2025 – we will go ahead and look into this further – responding to you here once we have more information. 

As always, the Workspace Support team is available Monday – Friday from 8:00am-8:00pm EST via email or by phoning 1-888-999-4516.    

We appreciate your continued patience and hope you have a lovely weekend! 
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Chat soon, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 21, 2025 4:54 PM
To: Mathieu Bernier <mathieu@couillard.ca>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: Issues with Product Illustration - SF Case #23957856

Hi Mathieu,

This is Workspace Support reaching out based on a referral from Tara Healy (thanks Tara)!

We understand that you were experiencing issues accessing Product Illustrations yesterday, November 20, 2025. Unfortunately, there were server-wide system issues that were impacting multiple Product Illustration users on this date. However, these issues should have been resolved as of this morning, Friday November 21, 2025. 

Would you mind confirming if you are still experiencing this issue please? And, if so, please provide a full-page screenshot of any error messages you may be receiving. 

Or, if you prefer, we would be happy to schedule a quick connect to walk through this issue together! Simply let us know a date and time that would work best for you and we will schedule it in. 

In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Healy, Tara <Tara.Healy@advicecanada.com> 
Sent: November 20, 2025 2:53 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Mathieu Bernier <mathieu@couillard.ca>
Subject: FW: Issues with Product Illustration

HI WS can you please reach out to Mathieu. Since changing from Admin to an advisor he can no longer use the Illustration software. This is what his repnet and activation would be 

RepNet Activation ID 
1-1F1AGSV Advisor code F7988


Thank you,
Tara

Tara Healy 
Business Development Consultant | Alberta
Tara.Healy@advicecanada.com | 403-750-2113

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy


From: Mathieu Bernier <mathieu@couillard.ca> 
Sent: November 20, 2025 2:51 PM
To: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: [EXT] RE: Issues with Product Illustration

I have registered with a new Workspace, because mine was no longer working. I have a note that my new Repnet advisor code would be Mathieu (and no longer a LL), with a new password. When I try that with the software it doesn’t work. When I go

I have registered with a new Workspace, because mine was no longer working.

I have a note that my new Repnet advisor code would be Mathieu (and no longer a LL), with a new password. When I try that with the software it doesn’t work. When I go to change password and reset it, I get this error:

 

Mathieu Bernier, MBA

Direct:  +1 825 540 4835
Email:    mathieu@couillard.ca
 
715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5
www.couillard.ca
www.lifeworth.ca

From: Healy, Tara <Tara.Healy@advicecanada.com> 
Sent: November 20, 2025 2:43 PM
To: Mathieu Bernier <mathieu@couillard.ca>
Subject: RE: Issues with Product Illustration

When you received your new advisor code do you know if you registered a new repnet/workspace? Or did you just keep using the one you were already using?


Thank you,
Tara

Tara Healy 
Business Development Consultant | Alberta
Tara.Healy@advicecanada.com | 403-750-2113

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy


From: Mathieu Bernier <mathieu@couillard.ca> 
Sent: November 20, 2025 2:36 PM
To: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: [EXT] RE: Issues with Product Illustration

Hi Tara, Any luck on that?? Thank you, Mathieu Bernier, MBA Direct: +1 825 540 4835 Email: mathieu@ couillard. ca 715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5 www. couillard. ca www. lifeworth. ca From: Mathieu Bernier Sent: November 17, 2025 11: 20

Hi Tara,

Any luck on that??

Thank you,

Mathieu Bernier, MBA

Direct:  +1 825 540 4835
Email:    mathieu@couillard.ca
 
715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5
www.couillard.ca
www.lifeworth.ca

From: Mathieu Bernier 
Sent: November 17, 2025 11:20 AM
To: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: RE: Issues with Product Illustration

Sure, my old LL was 75690, but I was told by Tech team last week that it no longer exist, and they were not able to reset my Product Illustrations account because of that. I think it is related to my change code we did a couple of weeks ago, maybe…

Thanks Tara!

Mathieu Bernier, MBA

Direct:  +1 825 540 4835
Email:    mathieu@couillard.ca
 
715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5
www.couillard.ca
www.lifeworth.ca

From: Healy, Tara <Tara.Healy@advicecanada.com> 
Sent: November 17, 2025 11:18 AM
To: Mathieu Bernier <mathieu@couillard.ca>
Subject: RE: Issues with Product Illustration

Can you tell me what your user ID for Repnet when you sign in? I will see why this isn’t working


Thank you,
Tara

Tara Healy 
Business Development Consultant | Alberta
Tara.Healy@advicecanada.com | 403-750-2113

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy


From: Mathieu Bernier <mathieu@couillard.ca> 
Sent: November 17, 2025 9:58 AM
To: Healy, Tara <Tara.Healy@advicecanada.com>
Subject: [EXT] RE: Issues with Product Illustration
Importance: High

Morning Tara, Wondering if you had my email last week, and if you are able to help me out with this? Thank you! Mathieu Bernier, MBA Direct: +1 825 540 4835 Email: mathieu@ couillard. ca 715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5 www. couillard. ca

Morning Tara,

Wondering if you had my email last week, and if you are able to help me out with this?

Thank you!

Mathieu Bernier, MBA

Direct:  +1 825 540 4835
Email:    mathieu@couillard.ca
 
715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5
www.couillard.ca
www.lifeworth.ca

From: Mathieu Bernier 
Sent: November 13, 2025 9:56 AM
To: Healy, Tara <tara.healy@advicecanada.com>
Subject: Issues with Product Illustration
Importance: High

Hi Tara!

Hope you are doing well!

I have an issue with Product illustration and I have been in contact with their tech support line to reset my connection to this software, but they said that they are unbale to help, because my LL doesn’t exist anymore.

When I got my new advisor code, I think everything stopped working on that software. Are you able to help, and get me my new LL, so I can reset my login and connections for all the advisors I work with?

Thanks!

Mathieu Bernier, MBA

Direct:  +1 825 540 4835
Email:    mathieu@couillard.ca
 
715, 999 - 8 St. SW, Calgary, Alberta T2R 1J5
www.couillard.ca
www.lifeworth.ca",True,2025-11-24T23:11:00.000+0000,False,False,005OH000002iN7pYAE,2025-11-21T23:47:08.000+0000,005OH00000BFQFDYA5,2025-12-10T15:21:39.000+0000,005OH000002iN7pYAE,2025-12-10T15:21:39.000+0000,(587)896-6159,,mathieu@couillard.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gSiKVYA0,False,,23957777,003G000001C49ycIAB,0010A000002wRmIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy visibility issue,Medium,"Hi Cathy,
Thank you for reaching out to Workspace Support regarding the visibility issue for policy M009571P.

Please note that the policy is active, properly aligned, and visible under advisor Andrew Lonie’s Workspace. You should be able to view the policy as you are listed as one of the Agent of Record delegates. When logging into Workspace, please ensure you select the “Advisor Solutions / Advanced Advisor Practices” association.

We have verified the policy visibility under your ADSL Workspace account and were able to access all policy details (please note that statements are not yet available).
The best way to locate the policy is to:
1.	Use the Client Search feature and search by the client’s last name only.
2.	Select the correct client profile.
3.	Navigate to the “Product” section to view the policies. (Screenshots may vary slightly.)

 

Alternatively, if that’s not working for you, you can simply input the policy number or client’s name in the Universal Search (near the top right of the screen on the Workspace Overview page). This will display both the selectable policy and corresponding client.

 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Cathy Lonie <cathy@makeaplanfinancial.ca> 
Sent: November 21, 2025 2:05 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] William Deugo

Hello, I am the Admin. Assistant to Advisor Andrew Lonie. His client William Deugo has a PAR policy # M009571P. I have just received the annual statement via mail for this policy, but I cannot see this client in Workspace. I have just spoken
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I am the Admin. Assistant to Advisor Andrew Lonie.  His client William Deugo has a PAR policy # M009571P.  I have just received the annual statement via mail for this policy, but I cannot see this client in Workspace.  I have just spoken with Client Services.  They have confirmed that the policy is active, and that Andrew Lonie is the Advisor.  

Please investigate why I cannot see this client or his policy in Workspace.

Thanks,
Cathy Lonie

  	Cathy Lonie
Licensed Office Manager
613-240-8830
cathy@makeaplanfinancial.ca 
Mail: 215 – 110 Didsbury Rd, Kanata ON, K2T 0C2  
www.makeaplanfinancial.ca",True,2025-11-21T23:39:37.000+0000,False,False,005OH00000AbCcLYAV,2025-11-21T23:39:37.000+0000,005OH00000AbCcLYAV,2025-11-21T23:40:01.000+0000,005OH00000AbCcLYAV,2025-11-21T23:40:01.000+0000,(613)762-5300,,andy@makeaplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,132.0
500OH00000gWfGVYA0,False,,23970483,0030A0000029lgDQAQ,0010A000002w8nBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T15:41:00.000+0000,False,False,005OH000007fgYjYAI,2025-11-24T15:41:00.000+0000,005OH000007fgYjYAI,2025-11-24T15:41:00.000+0000,005OH000007fgYjYAI,2025-11-24T15:41:00.000+0000,(438)985-8038,,danny@sfandrade.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gX7vRYAS,False,,23965154,003G0000018f7R6IAI,0010A000002wPXVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:10:08.000+0000,False,False,005OH000004pk06YAA,2025-11-24T14:10:08.000+0000,005OH000004pk06YAA,2025-11-24T14:10:09.000+0000,005OH000004pk06YAA,2025-11-24T14:10:09.000+0000,1 (800) 267-6670,(416) 571-0563,behanjg@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXAOeYAO,False,,23963176,0030A0000029pIBQAY,0010A000002wBmPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Change Workspace email address,Medium,"Caller's Name: Eric Petersen 
Advisor or support staff: Advisor 
Advisor Code: H7492 active in siebel. he also gave H7491 not in Siebel under his name but under Prosperity 
Advisor Name: Eric Petersen 	
Phone: 	(780) 266-0003
Email: eric@tvhgroup.ca		
1. Siebel verification: completed
2. Last Login to Workspace: 
Issue: used to access Workspace under eric@prosperityengine.ca but have changed from PPI to HUB and now use eric@tvhgroup.ca. 

FINDINGS: KB0023058 
both new and old email are seen in Siebel. 
SF has the old email too.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001ne6GAAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HEYfAAO%26cntc%3D0035o000004HEYfAAO%26id%3D0055o000001ne6GAAQ

--------------------------------------***DDS  11/26/2025***--------------------------
RESOLUTION: CALLED ERIC  AT THE NUMBER IN SIEBEL (780) 266-0003
FOLLOWED KB0023058 VERIFIED. 
SIEBEL HAS BOTH NEW AND OLD EMAILS. 
CHANGED EMAIL IN SF FROM eric@prosperityengine.ca TO eric@tvhgroup.ca
had him sign in with the new, ERR-W1283, FOLLOWED KB0017399  
not under investigation either in sf, just locked. already verified. unlocked the account
had him self serve by clicking forgot password.
he did the password reset/signed in
authenticated. had him sign out/in again to test with success.

sent follow.
--------------------------------------***DDS  11/26/2025***--------------------------
Hello Eric,

Thanks for taking my call today. It was a pleasure helping change your Workspace sign in email address.

We completed verification, then changed the email from eric@prosperityengine.ca TO eric@tvhgroup.ca

I had you sign in with your new email address; you then received ERR-W1283 which now indicated the account was locked.

I unlocked the account, had you click on the forgot password, you were able to sign into Workspace and authenticate.

I then had you sign out/in again with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/24/2025***--------------------------
scheduled for Wednesday Nov 26 3:30 pm eastern
(780) 266-0003 is in siebel. will call him on this # and follow KB0023058 
sent follow up
--------------------------------------***DDS  11/24/2025***--------------------------
Thanks Eric,

I booked the earliest time available with you which was this Wednesday November 26 3:30pm eastern, your time 1:30pm.

I will give you call at that time on 780-266-0003, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/24/2025***--------------------------
update received
--------------------------------------***DDS  11/24/2025***--------------------------

Hi, as requested:
1.	New HUB Codes: H7491 H7492 - Old PPI Code: 26549
2.	MST
3.	You can use this link to book a meeting at a time that is best for you: https://meeting.boomerangapp.com/eric-tvh/30min
4.	780-266-0003 is my mobile and is best for a call.




--------------------------------------***DDS  11/24/2025***--------------------------
SENT FOLLOW UP TO SCHEDULE CALL.
--------------------------------------***DDS  11/24/2025***--------------------------
Hello Eric,

Thanks for contacting Workspace Support.

To change your Workspace email address, we will need to authenticate. 

I would like to set up a phone call with you. Kindly provide the following details to help us schedule a callback:

1.	Your advisor codes
2.	Your time zone
3.	Three preferred dates and times for a callback
4.	We will reach you at the phone number on file, please confirm the number (If unsure, please check Apexa)
 
Looking forward to your email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   


--------------------------------------***DDS  11/24/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/24/2025***--------------------------
Hi Eric.

I am including @CL Workspace Support in this email to assist you in changing your email address on Workspace.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Prasla, Sahanaz <Sahanaz.Prasla@canadalife.com> 
Sent: November 20, 2025 8:55 AM
To: 'Eric Petersen' <eric@tvhgroup.ca>; Persaud, Gia <Gia.Persaud@hubfinancial.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: WORKSPACE ACCESS- URGENT

Hi Eric,
For any workspace related inquires please contact to our Distribution Methodology Distribution_Methodology@canadalife.com team.

Thank you,

Sahanaz Prasla, (she/her) 
Contracts Specialist
Contracts and Compensation Department
The Canada Life Assurance Company
330 University Ave, Toronto, ON M5G 1R8
Phone: 647-952-3174 | Email: sahanaz.prasla@canadalife.com
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram



 

Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Eric Petersen <eric@tvhgroup.ca> 
Sent: November 19, 2025 4:11 PM
To: Persaud, Gia <Gia.Persaud@hubfinancial.com>; Prasla, Sahanaz <Sahanaz.Prasla@canadalife.com>
Subject: [EXT] Re: WORKSPACE ACCESS- URGENT

Hi Sahanaz, I used to access Workspace under eric@ prosperityengine. ca but have changed from PPI to HUB and now use eric@ tvhgroup. ca. Let me know if there is any other info you need. Click to get my business card or to book a meeting This e-mail
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Sahanaz,

I used to access Workspace under eric@prosperityengine.ca but have changed from PPI to HUB and now use eric@tvhgroup.ca. Let me know if there is any other info you need.

 
Click to get my business card or to book a meeting

This e-mail and any attachments may contain confidential and privileged information. If you are not the intended recipient, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient is unauthorized and may be illegal. If you no longer wish to receive commercial email communications from me, please respond to this email with the word ""Unsubscribe"" in the subject line.

________________________________________
From: Persaud, Gia <Gia.Persaud@hubfinancial.com>
Sent: Wednesday, November 19, 2025 2:04 PM
To: Eric Petersen <eric@tvhgroup.ca>; sahanaz.prasla@canadalife.com <sahanaz.prasla@canadalife.com>
Subject: WORKSPACE ACCESS- URGENT 
 
Hi Sahanaz,
Broker is looking for Workspace access.
Kindly assist
 
Thanks
 
Gia
 
 
 
Risk & Insurance | Employee Benefits | Retirement & Private Wealth
Ready for tomorrow 
 
Gia Persaud
Onboarding Specialist
Tel: 289-268-1978
gia.persaud@hubfinancial.com
 
Click here for privacy disclaimer
 
 
 
 
 
From: Eric Petersen <eric@tvhgroup.ca>
Sent: Wednesday, November 19, 2025 2:42 PM
To: Persaud, Gia <Gia.Persaud@hubfinancial.com>
Subject: [EXTERNAL] Re: Canada Life Transfer form- PLEASE SIGN- URGENT
 
Hi Gia,
 
I need to access Canada Life's Workspace, but my old login no longer works. How do I go about getting access again?
 
 
Click to get my business card or to book a meeting
 
This e-mail and any attachments may contain confidential and privileged information. If you are not the intended recipient, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient is unauthorized and may be illegal. If you no longer wish to receive commercial email communications from me, please respond to this email with the word ""Unsubscribe"" in the subject line.
 
________________________________________
From: Eric Petersen <eric@tvhgroup.ca>
Sent: Wednesday, September 10, 2025 3:57 PM
To: Persaud, Gia <Gia.Persaud@hubfinancial.com>
Subject: Re: Canada Life Transfer form- PLEASE SIGN- URGENT
 
Hi Gia, here you go!
 
 
Click to get my business card or to book a meeting
 
This e-mail and any attachments may contain confidential and privileged information. If you are not the intended recipient, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient is unauthorized and may be illegal. If you no longer wish to receive commercial email communications from me, please respond to this email with the word ""Unsubscribe"" in the subject line.
 
________________________________________
From: Persaud, Gia <Gia.Persaud@hubfinancial.com>
Sent: Monday, September 8, 2025 10:42 AM
To: Eric Petersen <eric@tvhgroup.ca>
Subject: Canada Life Transfer form- PLEASE SIGN- URGENT
 
Hi Eric,
Canada Life needs a transfer form signed.
I have pre-filled the attached if you can sign and email to me asap.
 
Thanks
 
Gia
 
 
 
Risk & Insurance | Employee Benefits | Retirement & Private Wealth
Ready for tomorrow
 
Gia Persaud
Onboarding  Specialist
 
HUB Financial Inc.
3700 Steeles Ave West, 10th Floor
Woodbridge, ON L4L 8M9
 
Tel: 289-268-1978
Toll Free – 800-561-2405
Fax: 866-479-7101
gia.persaud@hubfinancial.com
hubfinancial.com
 
     
 
Click here for privacy disclaimer",True,2025-11-26T20:49:00.000+0000,False,False,005OH00000AUS7aYAH,2025-11-24T13:10:12.000+0000,005OH00000AUS7aYAH,2025-11-26T20:49:00.000+0000,005OH00000AUS7aYAH,2025-11-26T20:49:00.000+0000,(780)266-0003,,eric@prosperityengine.ca,(780)437-1144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXCqIYAW,False,,23964644,0030A000002sgejQAA,0010A000003da1xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access to Workspace,Medium,"Caller's Name: Zachary 
Advisor or support staff: Advisor 
Advisor Code: E7889
Advisor Name: ZACHARIE KEITH SUTTON	
Phone: (365) 443-3432
Email: insurance@empirewealthgroup.ca		
1. Siebel verification: COMPLETED address in Siebel is old, says he's already updated Apexa. ADVISED HIM TO CHECK WITH MGA. 
2. Last Login to Workspace:
Issue: Looking to login to repnet/workspace, switched MGA last year

FINDINGS: testdummy email. No active sign
Now with his own company Odessy wealth. 
he provided ZacharieSutton@clext is seen as accurate but shows zacharie.sutton@ipcc.ca

had him try to register ERR-W1507, KB0020554

RESOLUTION: 
CALLED HIM AT # IN SIEBEL (365) 443-3432
tried logmein didn't work at his end.
re-set his ISAM password, gave him temp password, Canada@2025
had him go through the registration, completed. download google authenticator/setup completed
tested by having him sign out/in again. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001p6m3AAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HGOzAAO%26cntc%3D0035o000004HGOzAAO%26id%3D0055o000001p6m3AAA


SENT FOLLOW UP
--------------------------------------***DDS  11/24/2025***--------------------------
Hello Zacharie,

Thank you for contacting Workspace Support today.

It was a pleasure helping you register for Workspace Access today.

To recap, we completed verification, had you register for Workspace access with your Repnet User ID ZacharieSutton@clext.

You then setup Multi Factor Authentication using the Google Authenticator which you downloaded and installed.

You were successfully able to sign into Workspace now, we had you test by signing out and back in with success.

Now that you’ve completed your Workspace registration and able to access please do allow upto 48hrs to view your book of business.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T14:34:32.000+0000,False,False,005OH00000AUS7aYAH,2025-11-24T13:59:10.000+0000,005OH00000AUS7aYAH,2025-11-24T14:35:06.000+0000,005OH00000AUS7aYAH,2025-11-24T14:35:06.000+0000,(365)443-3432,,insurance@empirewealthgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXGViYAO,False,,23966454,0035o000005iJonAAE,0010A000002wPMiQAM,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 24 2025

(Duplicate info)
Hello,

I sent you a note on November 5th for some reports for advisor, Isabelle Tremblay.

Is it possible to get an update on my request? 

Thank you!

Regards,

Caroline Pelletier
Chargée de comptes régionale | Plateformes de distribution, Gestion de patrimoine
Services d’investissement Quadrus ltée
https://www.quadrusinvestmentservices.com/fr
caroline.pelletier@canadavie.com | 514-830-8539
 
Consultez canadavie.com. Suivez-nous sur LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. Les renseignements personnels que vous fournissez, le cas échéant, en répondant à cette demande seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadalife.com/fr/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




_____________________________________________
De : Pelletier, Caroline 
Envoyé : 5 novembre 2025 12:09
À : Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc : Tremblay, Isabelle <isabelle.tremblay@sfita.ca>; Pelletier, Caroline <Caroline.Pelletier@canadavie.com>; Peeva, Elena <elena.peeva@sfita.ca>
Objet : Rapports de clients - conseillère Isabelle Tremblay (cabinet: SFITA)


Bonjour,

Est-ce possible de produire pour la conseillère, Isabelle Tremblay du cabinet SFITA, les rapports suivants :

•	Liste des clients en fonds communs avec des comptes de 100 000 $ et moins
•	Liste de tous les clients en fonds distincts chez Canada Vie et Financières Horizons

Merci de nous transmettre ces rapports.

Je vous souhaite une bonne journée!

Caroline

Caroline Pelletier
Chargée de comptes régionale | Plateformes de distribution, Gestion de patrimoine
Services d’investissement Quadrus ltée
https://www.quadrusinvestmentservices.com/fr
caroline.pelletier@canadavie.com | 514-830-8539
 << Objet technologie OLE: Picture (Device Independent Bitmap) >> 
Consultez canadavie.com. Suivez-nous sur LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. Les renseignements personnels que vous fournissez, le cas échéant, en répondant à cette demande seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadalife.com/fr/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T14:35:47.000+0000,False,False,005OH000002iN7rYAE,2025-11-24T14:35:47.000+0000,005OH000002iN7rYAE,2025-11-24T14:35:47.000+0000,005OH000002iN7rYAE,2025-11-24T14:35:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXGfMYAW,False,,23965519,003G0000018f7l6IAA,0010A000002wPrUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple protect,Medium,"User is receiving being booted out and receiving an error message when going going to Simple Protect application (Error: azure)

Email: amackinnon@sbwdirection.com

*****************************************************
Good morning, Andrew

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the Simple Protect application!
 
If you can provide the application ID that you are submitting, we can take a deeper look at the issue. Please feel free to give us a call back to resolve the issue or I can schedule a call back as well. 
 
If you have any questions or need further assistance, we’re here to help. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T14:37:20.000+0000,False,False,005OH00000BG5v4YAD,2025-11-24T14:18:18.000+0000,005OH00000BG5v4YAD,2025-11-24T14:39:02.000+0000,005OH00000BG5v4YAD,2025-11-24T14:39:02.000+0000,(902)425-6436,(902) 497-7341,amackinnon@sbwdirection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXH0KYAW,False,,23964763,0030A0000029hJsQAI,0010A000002w5EjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,opening files that has already been submitted.,Medium,"***DDS*** 11/24/25
Name: Paul Burt
Phone: 289-698-5887
Agent code: 
Reference: KB0020887

Hello Paul, 

Thank you for contacting Workspace Support today regarding opening files that has already been submitted.

Unfortunately it is not possible to open a file once it has been submitted.

For the best support please contact client service centre at 1-888-252-1847

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-24T14:30:27.000+0000,False,False,005OH00000BGeeHYAT,2025-11-24T14:02:07.000+0000,005OH00000BGeeHYAT,2025-11-24T18:23:34.000+0000,005OH00000BGeeHYAT,2025-11-24T18:23:34.000+0000,(289)698-5887,,paulsburt@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXJtPYAW,False,,23965346,003G0000018f7ocIAA,0010A000002wPv4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Outage,Medium,"*** DDS Nov 24th, 2025 ***
User has outage of Simple Protect application: Azure error. General outage, so will email back when fixed.
===================
Bonjour Jean-François, 

C’était un plaisir de vous parler aujourd’hui au sujet d’une erreur Azure sur Simplement Protégé.

Durant notre appel, une communication m’a été parvenue indiquant qu’il y a une panne temporaire de Simplement Protégé en ce moment qui est en train d’être revue. Je vous tiens au courant dès que l’on recevra des nouvelles à ce sujet.

Merci de votre patience. Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous vous aiderons avec plaisir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-11-24T15:26:39.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-24T14:14:11.000+0000,005OH00000AbJ7aYAF,2025-11-24T15:26:39.000+0000,005OH00000AbJ7aYAF,2025-11-24T15:26:39.000+0000,(418)590-2361,(418) 590-2361,jffournierass@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXMw6YAG,False,,23966305,003G0000018f6bWIAQ,0010A000002wOYoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"****DDS*** 11/24/2025
User needed help disconnecting MFA and connecting it to a new device. DDS followed KB0021888 for authentication, and disconnected. 

****email chain****
Hello Wayne, 

       Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T14:40:29.000+0000,False,False,005OH00000BFQFHYA5,2025-11-24T14:33:02.000+0000,005OH00000BFQFHYA5,2025-11-24T14:40:30.000+0000,005OH00000BFQFHYA5,2025-11-24T14:40:30.000+0000,(519)220-0557,(519) 220-0557,financialplanner@wayneelliott.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXMxeYAG,False,,23963833,003OH00000IjYrDYAV,001OH00000MyaFIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access Commissions,Medium,"Caller's Name: Fariba Alizadeh 
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Fariba Alizadeh 	
Phone: (438)345-5066 
Email: Fariba.a@sunplusfa.ca  		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: would like to have access to details of my commissions from Group product and investment, but as I am almost new to Canada Life workspace, please guide me where I can find the details

FINDINGS: 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000006VK0bYAG%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000IkpJhYAJ%26cntc%3D003OH00000IkpJhYAJ%26id%3D005OH000006VK0bYAG


--------------------------------------***DDS  11/24/2025***--------------------------
RESOLUTION: SENT SCREENSHOT ON HOW TO ACCESS FASATWEB VIA WORKSPACE

--------------------------------------***DDS  11/24/2025***--------------------------
Hello Fariba,

For questions/inquiries regarding your commissions, please reach out to tax_mdrt&accounting@canadalife.com, they’re better equipped to help you, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/24/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  11/24/2025***--------------------------
Heiilo,

Thank you for your mail, 
Yes, you are right , I see all the statements regarding the insurance sales , but I would like to have access to details of my commissions from Group product and investment. 

Should I use the different sale's code for Group or investment?
I have submite Non-reg an TFSA application, but I did not received my commission from that sales. 
The same for group plan. 

Best regards, 
Fariba Alizadeh
 
MBA,BA-IFB (Independent Financial Broker)
Financial Security Advisor 
Group insurance and group annuity plans advisor

--------------------------------------***DDS  11/24/2025***--------------------------
Hello Fariba,

Your message below was sent to our team here at Workspace Support.

To access your commissions, you will use FASATWeb which you can access via Workspace

Sign into your Workspace account and scroll down on the Manage Clients or Overview page to Other tools and Platforms and select FASATWeb.

If you have questions or issues regarding the commission statements, please reach out to tax_mdrt&accounting@canadalife.com 

 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/24/2025***--------------------------
EMAIL RECEIVED FROM DM
--------------------------------------***DDS  11/24/2025***--------------------------
Hi team,

Can you please assist on the below request regarding the Workspace navigation inquiry?

Thank you kindly,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Field Commissions <Fieldcommissions@canadalife.com> 
Sent: November-21-25 11:32 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: commissions 
Importance: High

For your handling please

Thanks and have a good day


Michelle Ellis (she/her/elle)
Sr Contracts & Compensation Specialist
Contracts and Compensation 

michelle.ellis@canadalife.com  |  226-781-9196

 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Contracts & Compensation <Contracts&Compensation@canadalife.com> 
Sent: Tuesday, November 18, 2025 9:05 PM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: commissions 
Importance: High

 
________________________________________
From: Fariba Alizadeh <fariba.a@sunplusfa.ca>
Sent: Wednesday, November 19, 2025 2:03:37 AM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Cc: Michon, Frederic <Frederic.Michon@canadavie.com>; Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com>
Subject: [EXT] Fw: commissions 
Reminder Best regards, Fariba Alizadeh MBA,BA-IFB (Independent Financial Broker) Financial Security Advisor Group insurance and group annuity plans advisor 765 Rue Comber, Greenfield Park(QC) Tel: (438)345-5066 | Email : Fariba. a@ sunplusfa. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Reminder

Best regards, 
Fariba Alizadeh
 
MBA,BA-IFB (Independent Financial Broker)
Financial Security Advisor 
Group insurance and group annuity plans advisor
765 Rue Comber, Greenfield Park(QC)  
Tel: (438)345-5066 | Email : Fariba.a@sunplusfa.ca  
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.
Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement.

________________________________________
From: Fariba Alizadeh <fariba.a@sunplusfa.ca>
Sent: Thursday, November 13, 2025 2:32 PM
To: Contracts&Compensation@canadalife.com <Contracts&Compensation@canadalife.com>
Subject: commissions 
 
Hello, 

I hope this mail finds you well, 

I would like to have access to details of my commissions from Group product and investment, but as I am almost new to Canada Life workspace, please guide me where I can find the details.  
Appreciate your time in advance 


Best regards, 
Fariba Alizadeh
 
MBA,BA-IFB (Independent Financial Broker)
Financial Security Advisor 
Group insurance and group annuity plans advisor
765 Rue Comber, Greenfield Park(QC)  
Tel: (438)345-5066 | Email : Fariba.a@sunplusfa.ca  
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.
Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement.",True,2025-11-24T13:47:27.000+0000,False,False,005OH00000AUS7aYAH,2025-11-24T13:34:30.000+0000,005OH00000AUS7aYAH,2025-11-24T16:25:50.000+0000,005OH00000AUS7aYAH,2025-11-24T16:25:50.000+0000,(438)345-5066,,fariba.a@sunplusfa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXNqZYAW,False,,23966114,003G0000018f7UJIAY,0010A000002wPagQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:29:36.000+0000,False,False,0050A000000WjqvQAC,2025-11-24T14:29:36.000+0000,0050A000000WjqvQAC,2025-11-24T14:29:36.000+0000,0050A000000WjqvQAC,2025-11-24T14:29:36.000+0000,(613) 835-2439,(613) 795-1694,paulboyerfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXO6iYAG,False,,23965386,003OH00000Y0rVOYAZ,001OH00000gdV8eYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:15:11.000+0000,False,False,005OH00000245RQYAY,2025-11-24T14:15:11.000+0000,005OH00000245RQYAY,2025-11-24T14:15:12.000+0000,005OH00000245RQYAY,2025-11-24T14:15:12.000+0000,(581)873-5188,,david.guerard@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXOBYYA4,False,,23966419,0031600002EUOv4AAH,0010A000002wNDAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:35:02.000+0000,False,False,005OH00000245RQYAY,2025-11-24T14:35:02.000+0000,005OH00000245RQYAY,2025-11-24T14:35:03.000+0000,005OH00000245RQYAY,2025-11-24T14:35:03.000+0000,(819)410-0432X103,(819) 639-4713,jeanfrancois.landry@gestaltfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXP1AYAW,False,,23966565,003G000001Q2zxsIAB,0010A000002wSffQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:37:46.000+0000,False,False,005OH00000245RQYAY,2025-11-24T14:37:46.000+0000,005OH00000245RQYAY,2025-11-24T14:37:47.000+0000,005OH00000245RQYAY,2025-11-24T14:37:47.000+0000,(514)631-1170,(514) 231-6680,info@sklivas.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXQBlYAO,False,,23966647,0035o000007iy3NAAQ,0015o000008QS2mAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Successfully registered for WS 
======================
Hello Tyler, 

Thank you for contacting Workspace Support. It was our pleasure in helping you successfully register for Workspace as an MGA user. 

Your voice matters! Let us know what you thought about the quality of service today by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T15:08:55.000+0000,False,False,005OH00000BFQFGYA5,2025-11-24T14:39:12.000+0000,005OH00000BFQFGYA5,2025-11-24T15:08:55.000+0000,005OH00000BFQFGYA5,2025-11-24T15:08:55.000+0000,(705)561-9340,(705) 561-9340,tyler@inwp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXQYLYA4,False,,23969441,003OH00000N62l7YAB,001OH00000S1RUNYA3,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Requested,Medium,"client listing - beneficiaries... can take up to 1 month 

**EMAIL**

Hi Adam,

Thank you for providing us the information. I will reach out to you once I receive any updates.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Adam Olson <adam@hargravemb.ca> 
Sent: November 24, 2025 10:01 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Kotz, Morgan <morgan@hargravemb.ca>
Subject: [EXT] Re: Beneficiary = Estate/Wifeof/Childrenof /Case23967601

Hello, No worries, and thank you for looking into this for us. MGA SLAMY Advisor Morgan Kotz Canada life code A3056 Thank you, Adam Get Outlook for iOS From: BusinessReporting <BusinessReporting@ canadalife. com> Sent: Monday, November 24,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

No worries, and thank you for looking into this for us. 

MGA SLAMY 
Advisor Morgan Kotz Canada life code A3056

Thank you, 
Adam

Get Outlook for iOS
________________________________________
From: BusinessReporting <BusinessReporting@canadalife.com>
Sent: Monday, November 24, 2025 8:58:23 AM
To: Adam Olson <adam@hargravemb.ca>
Cc: Morgan Kotz <morgan@hargravemb.ca>
Subject: RE: Beneficiary = Estate/Wifeof/Childrenof /Case23967601 
 
Good morning Adam,
 
Unfortunately, the report you have requested do not currently exist, but we will investigate what can be provided. Since this is considered a new development, it can take up to one month.
 
Could you please also provide us the dealer/rep codes and advisor code (ex. Canada Life, MGA, ADSL, Producer, five-characters long) for us to look into?
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: Adam Olson <adam@hargravemb.ca> 
Sent: November 20, 2025 11:43 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Kotz, Morgan <morgan@hargravemb.ca>
Subject: [EXT] Beneficiary = Estate/Wifeof/Childrenof
 
Hello, We are trying to conduct an audit of clients policies and would like to get a report for all clients who have beneficiaries that are listed as: Estate Children of the insured Spouse of the insured Basically, just trying to replace vague
Hello, 
 
We are trying to conduct an audit of clients policies and would like to get a report for all clients who have beneficiaries that are listed as:
1.	Estate
2.	Children of the insured
3.	Spouse of the insured
 
Basically, just trying to replace vague beneficiaries with actual names. 
 
Is this possible to build? 
 
Thanks,
Adam
 
 
Adam Olson
Insurance and Wealth Advisor/Director of Operations
Kotz Financial Ltd.
Protection Growth Peace of Mind
 
73 Hargrave Street
Winnipeg, Manitoba R3C 1N3
P. (204) 414-9173
F. (204) 414-9179
 
Protection  ●  Growth  ●  Peace of Mind
 
 
“The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.”",True,2025-11-24T15:25:22.000+0000,False,False,005OH0000071DK9YAM,2025-11-24T15:25:22.000+0000,005OH0000071DK9YAM,2025-11-24T15:25:22.000+0000,005OH0000071DK9YAM,2025-11-24T15:25:22.000+0000,(204)414-9173,,adam@hargravemb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXS3qYAG,False,,23967350,0030A0000029hU8QAI,0010A000002w5NNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:51:56.000+0000,False,False,005OH00000245RQYAY,2025-11-24T14:51:56.000+0000,005OH00000245RQYAY,2025-11-24T14:54:46.000+0000,005OH00000245RQYAY,2025-11-24T14:54:46.000+0000,(418)240-0267,,sbassurances@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXTMRYA4,False,,23966078,0030A0000029hU8QAI,0010A000002w5NNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:28:38.000+0000,False,False,005OH00000245RQYAY,2025-11-24T14:28:38.000+0000,005OH00000245RQYAY,2025-11-24T14:28:38.000+0000,005OH00000245RQYAY,2025-11-24T14:28:38.000+0000,(418)240-0267,,sbassurances@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXTskYAG,False,,23967172,0031600002bWBaVAAW,0010A000002wOJ6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:48:49.000+0000,False,False,0055o000002KxmIAAS,2025-11-24T14:48:49.000+0000,0055o000002KxmIAAS,2025-11-24T14:48:50.000+0000,0055o000002KxmIAAS,2025-11-24T14:48:50.000+0000,(905)769-0460X705,(647) 403-4233,john.lysack@hudsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXUFIYA4,False,,23966947,0035o000004zjHTAAY,0015o000005YQxyAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect,Medium,"User is receiving an error message when completing a Simple Protect application (Error: Azure). Known issue, ""SimpleProtect is currently experiencing a temporary outage. Our team is actively investigating the issue and working toward a resolution as quickly as possible."" - Posted in ""What Now"" - Matthew 

Code: D9241	
Email: cseabrook@assante.com 

***************************************
Good morning, Cole

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Simple Protect !
 
Please be advised that SimpleProtect is currently experiencing a temporary outage. Our team is actively investigating the issue and working toward a resolution as quickly as possible. 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T14:53:24.000+0000,False,False,005OH00000BG5v4YAD,2025-11-24T14:44:55.000+0000,005OH00000BG5v4YAD,2025-11-24T14:53:24.000+0000,005OH00000BG5v4YAD,2025-11-24T14:53:24.000+0000,(613)258-1997,,cseabrook@assante.com,(613)258-6983,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXWU2YAO,False,,23966653,0030A0000029mpQQAQ,0010A000002w9m6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Brian,

As mentioned in my previous email, please see below for your password-protected Excel file:
JAFVGZ28BJ

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Brian,

Our team received a request from Regional Sales Associate team for H6331, H6329 Wealth Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.

Please note this Excel file has been filtered to show Birth Year 1954 (turning 71 in 2025), please review the following plans. To view other Birth Year, please select the drop-down box at Column R in this file. 


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Arjun,

Thank you for the confirmation. 

This request is now complete and sent to brian@girardfinancial.com, and admin@girardfinancial.com. 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Sra, Arjun <Arjun.Sra2@canadalife.com> 
Sent: November 21, 2025 5:57 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: Clients Age 71 _ RRIF Conversions

Hello,

Please find my advisor’s confirmation in the thread below.

Please let me know if you need any more information.

Regards,


Arjun Sra, BBA
Regional Sales Associate | Wealth
Suite 1500-1055 Dunsmuir St, Vancouver BC V7X 1K8 
Business Line: (778) 726-2083
E-mail: arjun.sra2@canadalife.com 

Chris Lane, CIM
Regional Sales Manager | Wealth 
Business Line: 778-384-0192
E-mail: chris.lane@canadalife.com

Bulla Islam
Regional Sales Representative | Wealth
Business Line: 778-217-1444
E-mail: bulla.islam@canadalife.com 
LinkedIn: Bulla Islam


 
 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Investments WealthLINK Financial <investments@wealthlinkfinancial.ca> 
Sent: November 21, 2025 2:49 PM
To: Sra, Arjun <Arjun.Sra2@canadalife.com>
Subject: [EXT] Re: Clients Age 71 _ RRIF Conversions

Hi, Yes! Brian's email is: brian@ girardfinancial. com and his admin: admin@ girardfinancial. com Thank you! Jennifer Clegg Investment Specialist/ Compliance investments@ wealthlinkfinancial. ca WealthLINK Financial Services Inc. 110 – 565 Bernard
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, 

Yes! Brian's email is:  brian@girardfinancial.com and his admin: admin@girardfinancial.com

Thank you!

Jennifer Clegg 
Investment Specialist/ Compliance
investments@wealthlinkfinancial.ca
                                                 
WealthLINK Financial Services Inc.
110 – 565 Bernard Ave, Kelowna BC V1Y 8R4
Tel: 250.762.2421 Fax: 250.762.3525 Toll Free: 1.800.663.5079
www.wealthlinkfinancial.ca
 
 

________________________________________
From: Sra, Arjun <Arjun.Sra2@canadalife.com>
Sent: November 21, 2025 2:40 PM
To: Investments WealthLINK Financial <investments@wealthlinkfinancial.ca>
Subject: RE: Clients Age 71 _ RRIF Conversions 
 
Hello Jennifer,
 
I have spoken with back office and they require confirmation before we proceed. Can you please confirm Brian Girards email on file so I can forward this thread back to the specialist. 
 
Here is what they said:
 
“However, we are unable to validate Jennifer Clegg’s access to the requested book of business as their contact information appears to be from a shared mailbox. Please have the requestor confirm their email address that is currently on file with Canada Life for us to fulfil this request.”
 
Thank you for your patience.
 
Regards,
 
 
Arjun Sra, BBA
Regional Sales Associate | Wealth
Suite 1500-1055 Dunsmuir St, Vancouver BC V7X 1K8 
Business Line: (778) 726-2083
E-mail: arjun.sra2@canadalife.com 
 
Chris Lane, CIM
Regional Sales Manager | Wealth 
Business Line: 778-384-0192
E-mail: chris.lane@canadalife.com
 
Bulla Islam
Regional Sales Representative | Wealth
Business Line: 778-217-1444
E-mail: bulla.islam@canadalife.com 
LinkedIn: Bulla Islam

 
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Investments WealthLINK Financial <investments@wealthlinkfinancial.ca> 
Sent: November 18, 2025 8:57 AM
To: Sra, Arjun <Arjun.Sra2@canadalife.com>
Subject: [EXT] Fw: Clients Age 71 _ RRIF Conversions
 
Hi, Is it at all possible for you to help me in requesting for a client listing for our advisor Brian Girard and his corp. for all his client aged 71 this year? They want to ensure they haven't missed any one if they need to do any conversions
Hi, 
 
Is it at all possible for you to help me in requesting for a client listing for our advisor Brian Girard and his corp. for all his client aged 71 this year? They want to ensure they haven't missed any one if they need to do any conversions this week or next. 
 
Here are their dealer-rep codes: 3449-V5099 & 3449-V5098
 
Thank you,
Jennifer Clegg 
Investment Specialist/ Compliance
investments@wealthlinkfinancial.ca
                                                 
WealthLINK Financial Services Inc.
110 – 565 Bernard Ave, Kelowna BC V1Y 8R4
Tel: 250.762.2421 Fax: 250.762.3525 Toll Free: 1.800.663.5079
www.wealthlinkfinancial.ca
 
 
 
 
________________________________________
From: admin <admin@girardfinancial.com>
Sent: November 14, 2025 11:27 AM
To: Investments WealthLINK Financial <investments@wealthlinkfinancial.ca>
Subject: Clients Age 71 _ RRIF Conversions
 
Hi Jen,
 
Can I ask WEALTHLINK to send out a carrier wide request to have Canada Life , Manulife and Beneva send us any and all clients that are turning 71 this year. Can we also ask to go under both codes 3449-V5099 & 3449-V5098
 
We need to have another look to make sure we don’t miss anyone before the end of 2025.
 
Thank you,
 
Whitney Trenaman
Senior Financial & Client Services Administrator
P:(250) 564-0262  F: (250) 563-1695
E: admin@girardfinancial.com
 Please feel free to call our office if you require any assistance.
""A Little Advice Can Change Your Life""
  
Well-Being Notice: Managing work and life responsibilities is unique for everyone. I have sent this email at a time that works for me. Please respond at a time that works for you.",True,2025-11-24T14:39:19.000+0000,False,False,005OH0000071DK9YAM,2025-11-24T14:39:19.000+0000,005OH0000071DK9YAM,2025-11-24T14:39:20.000+0000,005OH0000071DK9YAM,2025-11-24T14:39:20.000+0000,(250)564-0262,(250) 961-2721,brian@girardfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXWYrYAO,False,,23966640,003OH00000Y0rVOYAZ,001OH00000gdV8eYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace signin,Medium,"*** DDS Nov 24th, 2025 ***
User finished creating the account and logged in.
==============
Good morning David,

It was a pleasure speaking with you today and helping you connect to your Workspace account.

During our call, you finished the last steps of the registration and signed in to your MGA Workspace account.

I’m glad I was able to assist you today with your Workspace account signin. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T15:04:10.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-24T14:39:02.000+0000,005OH00000AbJ7aYAF,2025-11-24T15:04:10.000+0000,005OH00000AbJ7aYAF,2025-11-24T15:04:10.000+0000,(581)873-5188,,david.guerard@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXWtpYAG,False,,23967297,0030A0000029l6FQAQ,0010A000002w8IGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Formatting issue with Illustrations,Medium,"*** DDS Nov 24th, 2025 ***
User calls back about same formatting issue. Told him it's being treated and that the number is accessible on last page.
=================
Bonjour Michel,

C’était un plaisir de vous parler aujourd’hui concernant l’erreur de formatage des Illustrations de Canada Vie.

Durant notre appel, je vous ai aidé à trouver le numéro de l’illustration sur l’illustration imprimée, sur la dernière page en haut à gauche. Le numéro n’est pas celui complet en bas de chaque page, mais devrait servir.

Ce problème de formatage est en train d’être revue par notre équipe du Laboratoire Digital pour que ce soit corrigé.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-24T15:12:57.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-24T14:51:09.000+0000,005OH00000AbJ7aYAF,2025-11-24T15:12:58.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:01:40.000+0000,(819)372-5550,(819) 244-6797,assurances@mlauzier.com,(819)375-0371,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXYpEYAW,False,,23966189,0030A000002EmbSQAS,0010A0000031KS4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:30:55.000+0000,False,False,0050A000000WjqvQAC,2025-11-24T14:30:55.000+0000,0050A000000WjqvQAC,2025-11-24T14:30:55.000+0000,0050A000000WjqvQAC,2025-11-24T14:30:55.000+0000,(613)355-7016,(613) 355-7016,joanne@theprecplanners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXYpGYAW,False,,23966656,003G0000018f6t1IAA,0010A000002wOukQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:39:22.000+0000,False,False,005OH00000245RQYAY,2025-11-24T14:39:22.000+0000,005OH00000245RQYAY,2025-11-24T14:39:22.000+0000,005OH00000245RQYAY,2025-11-24T14:39:22.000+0000,(450)818-9808,(514) 918-0312,louis.lamontagne@orchestro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXZ0RYAW,False,,23966229,0030A0000029cmFQAQ,0010A000002w1OdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:31:47.000+0000,False,False,005OH00000245RQYAY,2025-11-24T14:31:47.000+0000,005OH00000245RQYAY,2025-11-24T14:31:48.000+0000,005OH00000245RQYAY,2025-11-24T14:31:48.000+0000,(418)658-6666X246,,maxime.doyon@sfl.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXZ8TYAW,False,,23965110,003OH00000Y0rVOYAZ,001OH00000gdV8eYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:09:07.000+0000,False,False,005OH00000245RQYAY,2025-11-24T14:09:07.000+0000,005OH00000245RQYAY,2025-11-24T14:09:08.000+0000,005OH00000245RQYAY,2025-11-24T14:09:08.000+0000,(581)873-5188,,david.guerard@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXZgXYAW,False,,23971999,0030A000006SrwxQAC,0010A000007EK3RQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1283,Medium,"User is receiving the error message (KB0017399). Suggested the self-guided reset password instruction and the user was able to successfully log in. 

Email: michael@safebridgepw.com 
Code: C5978

****************************************
Good morning, Michael
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace account!
 
I'm glad I was able to assist you with signing into your account through the self-guided option. Anytime you receive the error code ERR-W1283 I suggest for you to click “Forget password” and it should send a link to reset the password. In any case it does not please give us a call, and we can send the link on our side.  
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T16:09:08.000+0000,False,False,005OH00000BG5v4YAD,2025-11-24T16:01:33.000+0000,005OH00000BG5v4YAD,2025-11-24T16:09:08.000+0000,005OH00000BG5v4YAD,2025-11-24T16:09:08.000+0000,(647)739-3500,,michael@safebridgepw.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXauBYAS,False,,23965749,0035o000004B8unAAC,0015o000004l6WfAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T14:22:37.000+0000,False,False,005OH00000245RQYAY,2025-11-24T14:22:37.000+0000,005OH00000245RQYAY,2025-11-24T14:22:38.000+0000,005OH00000245RQYAY,2025-11-24T14:22:38.000+0000,(418)626-1994,,gilbert.april@ig.ca,(418)626-3613,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXbgaYAC,False,,23969068,0030A0000029g6jQAA,0010A000002w4AQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Error 1285 and RepNet Lockout,Medium,"****DDS**** 11/24/2025
User needed help accessing WS as they were getting error 1285 on log in page. Reviewed KB0020858 to reset ISAM password. User authenticated and back into WS. 


****Email chain****

Hello Thomas, 

     Thank you for calling Canada life workspace support, it was a pleasure assisting you today with your WS sign in issues. Looks like your Repnet account was locked which was preventing you from signing into workspace. That has now been unlocked, and we were able to get you back in. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T15:34:08.000+0000,False,False,005OH00000BFQFHYA5,2025-11-24T15:19:36.000+0000,005OH00000BFQFHYA5,2025-11-24T15:34:08.000+0000,005OH00000BFQFHYA5,2025-11-24T15:34:08.000+0000,(204)870-0147,,tom@pallisterfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXbzwYAC,False,,23966328,0030A0000029ptBQAQ,0010A000002wCFGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,forgot user id.,Medium,"Name: Susan rivera-lumitao
Phone: 604-781-8754
Agent code: A2720
Reference: KB0022055

Hello, 

Thank you for contacting Workspace Support today regarding forgot user id.

As discussed please perform the following:

Perform the following:
1.	Send the user this link https://repnet1.canadalife.com/login
2.	Advised to click ""Forgot User ID""

You were able to get your user id successfully. 
Susan also forgot her password.
Reset Susan’s password.
You were able to get the password and was able to log into Workspace successfully.
You were able to log out and back in.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-24T15:30:52.000+0000,False,False,005OH00000BGeeHYAT,2025-11-24T14:33:21.000+0000,005OH00000BGeeHYAT,2025-11-24T15:30:53.000+0000,005OH00000BGeeHYAT,2025-11-24T15:30:53.000+0000,(604)438-3699,,susanriveralumitao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXdKHYA0,False,,23966688,0030A0000029e99QAA,0010A000002w2YGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1285,Medium,"Caller's Name: Gary  Sheen
Advisor or support staff: Advisor 
Advisor Code: A6324
Advisor Name: Gary  Sheen	
Phone: 
Email: gsheen@fort.ca		
1. Siebel verification: PARTIAL. address in Siebel is 200-4 Car Westmount, Westmount, QC H3Z 2S6. he provided 200-4 Westmount, Westmount, QC H3Z 2S6..
2. Last Login to Workspace: COUPLE MONTHS AGO
Issue: Locked out of Workspace ERR-W1285

FINDINGS: 
KB0020563 FOR THIS ERROR. THEN KB0020858  FOR RE-SETTING ISAM PASSWORD.


RESOLUTION:
Siebel verification: PARTIAL. address in Siebel is 200-4 Car Westmount, Westmount, QC H3Z 2S6. he provided 200-4 Westmount, Westmount, QC H3Z 2S6.. says Apexa has the correct information he's giving me. 
MGA - Validated users full name and Compensation Code. 

CALLED ASSIST DESK/SPOKE TO JENNIFER. DETERMINED CARR IS SQUARE IN FRENCH.

CHANGED ISAM PASSWORD, Canada@2025 TO UNLOCK ISAM.

had him re-set his password, he was then able to access workspace. Had him sign out/in again to test with success.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001neLnAAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HDJ0AAO%26cntc%3D0035o000004HDJ0AAO%26id%3D0055o000001neLnAAI



--------------------------------------***DDS  11/24/2025***--------------------------
Hello Gary,

Thank you for contacting Workspace Support today regarding being locked out of the website and receiving ERR-W1285.

It was a pleasure speaking to you and helping you get access once again.

To recap, we completed verification and unlocked your account. 

You then re-set your password and was able to sign into Workspace and authenticate also. 

We had you test by signing out/in again with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T15:14:00.000+0000,False,False,005OH00000AUS7aYAH,2025-11-24T14:40:16.000+0000,005OH00000AUS7aYAH,2025-11-24T15:14:00.000+0000,005OH00000AUS7aYAH,2025-11-24T15:14:00.000+0000,(514)481-0481,,gsheen@fort.ca,(514)481-0085,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXdfGYAS,False,,23970747,0035o000004mO9CAAU,0015o000005KzZrAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor support staff needed assistance but was unable to pass verification.

******
Hi Jim , thank you for contacting the workspace support today.
To recap our call, you needed assistance with workspace , however you were unable to pass authentication. Once you have the correct information we should be able to better assist you.",True,2025-11-24T16:14:19.000+0000,False,False,005OH00000BFQFCYA5,2025-11-24T15:45:04.000+0000,005OH00000BFQFCYA5,2025-11-24T16:14:20.000+0000,005OH00000BFQFCYA5,2025-11-24T16:14:20.000+0000,(416)789-3691,,sfi@shenglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXdnFYAS,False,,23967280,0030A0000029XS0QAM,0010A000002vx1aQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff calling to get logged into Advisor workspace. Advised we can only assist the advisor with their account.
***
Hi Donald , thank you for contacting the workspace support today.

To recap our call, you wanted some assistance with the workspace registration for your Advisor. We’re here to make supporting your advisor as smooth as possible, while keeping their account secure. Since the registration unlock full access to Workspace, we need to confirm the request is authorized by the account holder/advisor. If the advisor is in office today, please have them give us a call, we would be more than happy to assist.



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la",True,2025-11-24T14:58:48.000+0000,False,False,005OH00000BFQFCYA5,2025-11-24T14:50:50.000+0000,005OH00000BFQFCYA5,2025-11-24T15:05:30.000+0000,005OH00000BFQFCYA5,2025-11-24T15:05:30.000+0000,(416)493-7113,,service@wealthworks.com,(866)620-5414,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXeWYYA0,False,,23972432,003OH00000V955HYAR,001OH00000bzOt9YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 24th, 2025 ***
User wanted to login, confirmed correct info, he reset password and signed in properly.
==================
Bonjour William,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, vous avez réinitialisé votre mot de passe, et vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-24T16:19:29.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-24T16:07:04.000+0000,005OH00000AbJ7aYAF,2025-11-24T16:19:29.000+0000,005OH00000AbJ7aYAF,2025-11-24T16:19:29.000+0000,(418)590-3320,,william.tremblay@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXh68YAC,False,,23968263,0030A00000BSNyTQAX,0010A00000C2XecQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T15:07:32.000+0000,False,False,0055o000001NWfMAAW,2025-11-24T15:07:32.000+0000,0055o000001NWfMAAW,2025-11-24T15:07:32.000+0000,0055o000001NWfMAAW,2025-11-24T15:07:32.000+0000,(647)829-8733,,yuhuatao520@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXioVYAS,False,,23969225,0030A00000BEJuyQAH,0010A00000BoZJTQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T15:22:07.000+0000,False,False,0055o000001h4cFAAQ,2025-11-24T15:22:07.000+0000,0055o000001h4cFAAQ,2025-11-24T15:22:08.000+0000,0055o000001h4cFAAQ,2025-11-24T15:22:08.000+0000,(204)488-2038,(204) 996-4959,zach@hodsonfinancialinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXkrxYAC,False,,23968534,003G0000018f7NWIAY,0010A000002wPTBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustration access - INC1868345,Medium,"*** DDS 26NOV2025 ***
issue resolved by Tier 2 after password reset and guiding user to self care page, closing
*** DDS 24NOV2025 ***

INC1868345 submitted after uninstalling/reinstalling, resetting ISAM id, confirming security groups, verifying date and time
Advisor unable to access illustration getting error, followed KB0023420 - Product Illustrations - A Problem Exists with the User ID or Password. Reach out to Jennifer, tried to reset password again, unfortunately still not working. Jennifer take over the call

-----------------------------EMAIL CHAIN:
Hello Mike,

Thank you for contacting Workspace Support today regarding the Product Illustrator access issue today. To recap, you were getting ‘a problem exists with User ID and Password’. We reset your User ID, verified you had the correct security groups to access the program, confirmed date and time is correct on your computer, did a logmein session and uninstalled and re-installed the program with no change. I have escalated the issue to our Digital Hub team for investigation, and I will follow up with you as soon as I hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T20:09:21.000+0000,False,False,005OH000006wv2TYAQ,2025-11-24T15:11:20.000+0000,005OH00000BFPZHYA5,2025-11-26T13:18:01.000+0000,005OH000006wv2TYAQ,2025-12-13T02:02:15.000+0000,(705)742-7475,(705) 760-0651,mike@uncovertherisk.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXoxDYAS,False,,23975881,003G0000018f7CuIAI,0010A000002wPGrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Mike,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
6GCXP7G5FM

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Mike,

Please find the attached file of the requested list of clients, plans and their current KYC status on Investment Centre (Mutual funds only). Please find attached the generated report(s), a separate password email will follow.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Mike Anderson
Code: ll22025-5

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to mike@mylifefinancialgroup.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-11-24T16:51:49.000+0000,False,False,005OH0000071DK9YAM,2025-11-24T16:51:49.000+0000,005OH0000071DK9YAM,2025-11-24T16:51:50.000+0000,005OH0000071DK9YAM,2025-11-24T16:51:50.000+0000,(403)521-6370,(403) 680-7300,mike@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXpJlYAK,False,,23971918,003G0000018f7BsIAI,0010A000002wPFqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:00:28.000+0000,False,False,005OH000002N6huYAC,2025-11-24T16:00:28.000+0000,005OH000002N6huYAC,2025-11-24T16:00:29.000+0000,005OH000002N6huYAC,2025-11-24T16:00:29.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXqhGYAS,False,,23980698,0030A0000029iRHQAY,0010A000002w6AYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing clients,Medium,"***DDS*** 11/24/25
Name: Jihad Chamoun
Phone: 514-815-7228
Agent code: c9376

Hello Jihad

Thank you for contacting Workspace Support today regarding Missing clients.

As discussed on the phone please contact email address: Distribution_Methodology@canadalife.com and inquire if you have the correct adsivor code to the missing clients.

Please let me know if you have any questions or if there is anything else I can assist with.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-24T18:21:33.000+0000,False,False,005OH00000BGeeHYAT,2025-11-24T17:53:52.000+0000,005OH00000BGeeHYAT,2025-11-24T18:21:33.000+0000,005OH00000BGeeHYAT,2025-11-24T18:21:33.000+0000,(514)815-7228,,j.chamoun.tds@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXsUZYA0,False,,23973317,0031600002bW94mAAC,0010A000002wOImQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"******DDS***** 11/24/2025
User calling to get assistance with workspace registration.

DDS reviewed Siebel to verify advisor is ready for registration but Advisor has no idea about their userID, referred to DM.

*****Email chain*****
Hello Emily, 

        Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to @Distribution Methodology to get your Userid. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T16:28:07.000+0000,False,False,005OH00000BFQFHYA5,2025-11-24T16:18:58.000+0000,005OH00000BFQFHYA5,2025-11-24T16:28:58.000+0000,005OH00000BFQFHYA5,2025-11-24T16:28:58.000+0000,(519)435-7024,,emily@affinitiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXvNaYAK,False,,23971958,003G0000018f76vIAA,0010A000002wPAFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:01:03.000+0000,False,False,005OH000002N6huYAC,2025-11-24T16:01:03.000+0000,005OH000002N6huYAC,2025-11-24T16:01:04.000+0000,005OH000002N6huYAC,2025-11-24T16:01:04.000+0000,(514)962-3168,(514) 962-3168,zhouwende@hotmail.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXvTxYAK,False,,23969013,003OH00000BhZPDYA3,001OH00000E42cfYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Redirect to DM to obtain Act code. 
=================================
Bonjour Marc-André,

Merci d'avoir contacté le support Workspace. Pour obtenir votre code d'activation, vous devez envoyer un e-mail à notre équipe à l'adresse Distribution_Methodology@canadalife.com et leur demander de vous fournir le code d'activation afin que vous puissiez continuer à vous inscrire à Workspace.

Une fois que vous avez le code d'activation, vous pouvez créer votre identifiant utilisateur. Il est essentiel de mémoriser cette information. Une fois votre identifiant utilisateur et votre mot de passe créés, vous pouvez vous rendre sur workspace.canadalife.com et vous inscrire directement en cliquant sur ""s'inscrire"".

Pour vous aider dans ce processus, j'ai joint deux guides : un pour créer votre identifiant utilisateur et l'autre pour vous inscrire à Workspace. Si vous avez des questions, n'hésitez pas à répondre à cet e-mail et je pourrai vous contacter directement pour vous aider.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service fourni aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T15:33:23.000+0000,False,False,005OH00000BFQFGYA5,2025-11-24T15:18:56.000+0000,005OH00000BFQFGYA5,2025-11-24T15:33:23.000+0000,005OH00000BFQFGYA5,2025-11-24T15:33:23.000+0000,(514)792-8534,,macotefinances@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXvVZYA0,False,,23969014,003G0000018f6UsIAI,0010A000002wORZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T15:18:57.000+0000,False,False,0050A000000WjqvQAC,2025-11-24T15:18:57.000+0000,0050A000000WjqvQAC,2025-11-24T15:18:57.000+0000,0050A000000WjqvQAC,2025-11-24T15:18:57.000+0000,(613)591-0337,(613) 415-4854,michael.lutes@ecivda.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXvllYAC,False,,23970775,0030A0000029meyQAA,0010A000002w9doQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,not seeing the client in Workspace.,Medium,"***DDS*** 11/24/25
Name: Jennifer stoddard
Phone: 905-479-7559 x222
Agent code: 34490705

Hello Jennifer,

Thank you for contacting Workspace Support today regarding joint account, not seeing the client in Workspace.

It looks like we got disconeceted.  I tried calling you back but only reveived voicemail.

I left you a voicemail advising to contact Email address: Distribution_Methodology@canadalife.com in regards to Advisor codes not in workspace.

Please let me know if you have any questions or if there is anything else I can assist with.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-24T16:18:52.000+0000,False,False,005OH00000BGeeHYAT,2025-11-24T15:45:27.000+0000,005OH00000BGeeHYAT,2025-11-25T19:49:16.000+0000,005OH00000BGeeHYAT,2025-11-25T19:49:16.000+0000,(905)479-7559,,jennifer.stoddard@investinsuregroup.com,(905)479-8059,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXvoyYAC,False,,23969354,003G0000018f7GLIAY,0010A000002wPL8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T15:23:57.000+0000,False,False,0050A000000WjqvQAC,2025-11-24T15:23:57.000+0000,0050A000000WjqvQAC,2025-11-24T15:23:58.000+0000,0050A000000WjqvQAC,2025-11-24T15:23:58.000+0000,(613)254-8484,(613) 883-7395,cedric@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXw8IYAS,False,,23970311,0030A0000029oehQAA,0010A000002wBGfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281/ MFA,Medium,"User is getting error an error message (KB0020560). User wants to reset authenticator- Refer to KB0020738 - disconnect MFA. Called advisor back and help set up Google authenticator. 

Email: qiaoerni@yahoo.com 
Code: D1305 
Phone5147084186

******************************************
Good morning, Zhifang

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding signing into your Workspace account!
 
I'm glad I was able to assist you today with disconnecting the two-factor authentication so you can log in to your Workspace account. You can now set up your mobile authenticator, if you do have any issues please feel free to give us a call back. 
Please also remember to change the associate to “MGA” when signing into your Workspace account. 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T15:52:29.000+0000,False,False,005OH00000BG5v4YAD,2025-11-24T15:38:22.000+0000,005OH00000BG5v4YAD,2025-11-24T15:52:29.000+0000,005OH00000BG5v4YAD,2025-11-24T15:52:29.000+0000,(905)307-8999,(514) 708-4186,qiaoerni@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXwYAYA0,False,,23975405,0030A0000029ljKQAQ,0010A000002w8pZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:45:18.000+0000,False,False,0055o000001h4cFAAQ,2025-11-24T16:45:18.000+0000,0055o000001h4cFAAQ,2025-11-24T16:45:18.000+0000,0055o000001h4cFAAQ,2025-11-24T16:45:18.000+0000,(431)892-0128,,cjamieson@fswpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXxp7YAC,False,,23969433,003OH00000H2UjPYAV,001OH00000L4B2QYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T15:25:14.000+0000,False,False,0055o000001h4cFAAQ,2025-11-24T15:25:14.000+0000,0055o000001h4cFAAQ,2025-11-24T15:25:14.000+0000,0055o000001h4cFAAQ,2025-11-24T15:25:14.000+0000,(204)474-2929,(204)802-5649,samantha@yourstylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXy3gYAC,False,,23970105,0030A000004GcvyQAC,0010A0000051pujQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T15:35:09.000+0000,False,False,0055o000001h4cFAAQ,2025-11-24T15:35:09.000+0000,0055o000001h4cFAAQ,2025-11-24T15:35:09.000+0000,0055o000001h4cFAAQ,2025-11-24T15:35:09.000+0000,(204)590-6235,(204) 590-6235,evan@driedgerfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gXzW1YAK,False,,23974587,0030A0000029kIOQAY,0010A000002w7eQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP email verification issue,Medium,"*** DDS 24NOV2025 ***
re-activated link and sent to advisor

*** DDS 24NOV2025 ***
User called to request a new secure link to be sent out to client. Client didn't get to the link on time and it expired
Caller: Daniel Aviles (Support Staff)
App Number: C23878754
Advisor name: KONSTANTIN MAKIEVSKI
Advisor code: E5088 (advisors’ email)
Client name: Sukhdev Toor
Application ID: 60919655-6
Confirmed that link has been reactivated and link has been sent out.

--------------------------EMAIL CHAIN:

Hello Konstantin,

Thank you for contacting Workspace Support regarding the expired verification link for application 60919655-6. The link has been re-activated and will be active for 72 hours.

Link to send to client:
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=fde9e30c-7c0b-41ba-a79b-a86c81d820a4

Expected data:
Toor|L5H4G5|18/02/1959

Please let me know if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T16:44:39.000+0000,False,False,005OH00000BGf2TYAT,2025-11-24T16:35:02.000+0000,005OH00000BGf2TYAT,2025-11-24T21:08:58.000+0000,005OH000006wv2TYAQ,2025-11-24T21:08:58.000+0000,(778)897-0211,,kmakievski@stalwartinsurancegroup.com,(604)111-1111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY1UaYAK,False,,23970821,003G0000024MeDXIA0,0010A000002wT9rQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace Registration,Medium,"*****DDS*** 11/24/2025
User calling to get assistance with workspace registration. 

DDS reviewed Siebel to verify advisor is ready for registration but Advisor has no idea about their userID, referred to DM. 


***Email chain****
Hello Ali,

      Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to @Distribution Methodology to get your Userid. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T15:59:35.000+0000,False,False,005OH00000BFQFHYA5,2025-11-24T15:45:48.000+0000,005OH00000BFQFHYA5,2025-11-24T16:02:27.000+0000,005OH00000BFQFHYA5,2025-11-24T16:02:27.000+0000,(519)671-5687,(519) 671-5687,advisor@alihammoud.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY1hYYAS,False,,23975915,003G0000018f6SNIAY,0010A000002wOOiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:52:26.000+0000,False,False,0055o000002KxaMAAS,2025-11-24T16:52:26.000+0000,0055o000002KxaMAAS,2025-11-24T16:52:26.000+0000,0055o000002KxaMAAS,2025-11-24T16:52:26.000+0000,(403)380-5085,,john@talericofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY22WYAS,False,,23979102,0030A0000029fcdQAA,0010A000002w3lFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:33:17.000+0000,False,False,005OH00000BfjndYAB,2025-11-24T17:33:17.000+0000,005OH00000BfjndYAB,2025-11-24T17:33:17.000+0000,005OH00000BfjndYAB,2025-11-24T17:33:17.000+0000,(604)709-5838,(604) 360-5741,anna_dai@vancity.com,(604)709-5833,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY2LpYAK,False,,23971793,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T15:58:42.000+0000,False,False,005OH000002N6huYAC,2025-11-24T15:58:42.000+0000,005OH000002N6huYAC,2025-11-24T15:58:43.000+0000,005OH000002N6huYAC,2025-11-24T15:58:43.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY3UxYAK,False,,23974483,0030A000008U3yDQAS,0010A000009OEIMQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor called for assistance with MFA but was able to figure it out, I will also assist with updating their address.
*****
Hi Brendan , thank you for contacting the workspace support today.

To recap our call, you wanted assistance to rest your MFA, but the information was able to transfer to your new device. You also wanted to update the address on file due to it being outdated. To have to address updated you would have to contact canadalife.contracts&licensing@canadalife.com and they should be able to complete your request.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T16:41:31.000+0000,False,False,005OH00000BFQFCYA5,2025-11-24T16:33:42.000+0000,005OH00000BFQFCYA5,2025-11-24T16:46:15.000+0000,005OH00000BFQFCYA5,2025-11-24T16:46:15.000+0000,(647)921-0265,,brendan@multigenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY56oYAC,False,,23978623,003G000001D3Rg9IAF,0010A000002wRt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:26:50.000+0000,False,False,0050A000000Hq5PQAS,2025-11-24T17:26:50.000+0000,0050A000000Hq5PQAS,2025-11-24T17:26:51.000+0000,0050A000000Hq5PQAS,2025-11-24T17:26:51.000+0000,(905)442-2155,(416) 818-0791,peter.killam@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY5d3YAC,False,,23974619,003G0000018f79TIAQ,0010A000002wPCmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM data showing unrecognized clients- INC1868900,Medium,"****DDS****November 27, 2027

Satinder she mentioned that she has delegation to Adam. They said equisoft did a Gateway process that brings everything in the system from other firms and Adam's clients got pulled in from other firms. She said that it is a Equisoft issue that they are fixing.

Her issue is that when she uploads her CRM data into Equisoft, the first and last names for her client is not separated (the first, last name and middle name is visible in the first name field and she has manually correct it in Equisoft which is time consuming).

============================================================================================

Upon checking, Satinder has delegation access to Adam's BoB. They said equisoft did a Gateway process that brings everything in the system from other firms and Adam's clients got pulled in from other firms. She said that it is a Equisoft issue that they are fixing


the issue she had was that  her CRM data appears with the first, last and middle name in the same column and when it gets uploaded to Equisoft, she then have to manually edit the clients' name so that the clients' first, last and middle name is in the correct fields. When we connected, the first, last and middle name appear in the first name field
====================================================================================

****DDS**** 11/24/2025
User called referencing INC1828976. they were having issues with clients not showing alphabetically during the extract. and also seeing clients that re not theirs. Referred to TSP for the alphabetical issue and escalated to 2nd level for the issue with clients showing incorrectly. 


****email chain*****

Hello Zia,

That’s great you were able to provide Satinder with an update regarding her CRM extraction being uploaded to Equisoft.

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Hameed, Zia <Zia.Hameed2@advicecanada.com> 
Sent: November 25, 2025 1:35 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: CRM data showing unrecognized clients- #23974619

Hello Workspace Team,

Quick update: I was able to work with Satinder yesterday and provided with an update

Zia Hameed
Technology Solutions Partner
Zia.Hameed2@advicecanada.com | 416-552-3541

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 24, 2025 12:09 PM
To: Dhinsa, Satinder <satinder@dhinsawealth.com>; Hameed, Zia <Zia.Hameed2@advicecanada.com>
Subject: CRM data showing unrecognized clients- #23974619

Hello Satinder,

     Thank you for contacting workspace support, it was a pleasure assisting you today. For the issue with the clients not listing properly, please reach out to your TSP @Hameed, Zia for assistance with that. I have escalated the other issue of you seeing clients that are not yours on your CRM extract to 2nd level. Please allow 2-3 days for investigation. Thank you. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
 The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T17:09:01.000+0000,False,False,005OH00000BFQFHYA5,2025-11-24T16:35:22.000+0000,005OH00000BFQFHYA5,2025-11-28T15:41:33.000+0000,005OH000002iN7pYAE,2025-11-28T15:41:33.000+0000,(416)886-0297,(416) 886-0297,satinder@dhinsawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY5jUYAS,False,,23971986,003G000001B3Y0iIAF,0010A000002wQD1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Ed,

Our team has received your request to provide Client Listings report for Advisor code 191029. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Ed,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
BNMDBNKCWG 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

















Please handle accordingly.  No response to Contact Centre is required.

Advisor name: EDWARD KURTZ
Advisor code(s) 191029
First and last name of caller: KATHLEEN GOODMAN
Relationship to advisor: Assistant to advisor
Advisor's language of preference: English
Caller's email: ed@courtsgroup.ca

***********************************************************************************************
Notes:

Please provide the client listing for the advisor codes above.

Thanks,



Kelly Hendriks (She/her) 

kelly.hendriks@canadalife.com  |  Toll Free: 1-888-252-1847 | Toll-free/Téléphone sans frais: 1-888-252-1847

 


Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T16:01:23.000+0000,False,False,005OH0000088z1hYAA,2025-11-24T16:01:23.000+0000,005OH0000088z1hYAA,2025-11-24T16:03:57.000+0000,005OH0000088z1hYAA,2025-11-24T16:03:57.000+0000,(204) 885-6865,,ed@courtsgroup.ca,(204) 837-1572,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY66AYAS,False,,23977567,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:13:01.000+0000,False,False,005OH000005URvxYAG,2025-11-24T17:13:01.000+0000,005OH000005URvxYAG,2025-11-24T17:13:02.000+0000,005OH000005URvxYAG,2025-11-24T17:13:02.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY7i4YAC,False,,23975675,003G0000018f6vyIAA,0010A000002wOxqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:48:56.000+0000,False,False,0050A000000WjqvQAC,2025-11-24T16:48:56.000+0000,0050A000000WjqvQAC,2025-11-24T16:48:56.000+0000,0050A000000WjqvQAC,2025-11-24T16:48:56.000+0000,(613)724-8247,(613) 724-8247,mark@taggartwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY7muYAC,False,,23978187,0030A0000029h2tQAA,0010A000002w4z7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor wanted to add delegate access for the assistant.
****

Hi Donald, thank you for contacting the workspace support today.

To recap our call, You wanted to get delegation set up for your support staff I will be providing a form  here that will need to be emailed to distribution_methodology@canadalife.com if you have any issues please let me know. 



We would love to hear your feedback, I would appreciate if you could fill out this survey
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T17:38:51.000+0000,False,False,005OH00000BFQFCYA5,2025-11-24T17:20:55.000+0000,005OH00000BFQFCYA5,2025-11-24T17:38:51.000+0000,005OH00000BFQFCYA5,2025-11-24T17:38:51.000+0000,(613)221-5959,,dontaylor@ipcplanning.com,(613)221-5958,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY8HbYAK,False,,23976002,0030A0000029We4QAE,0010A000002vwL2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:53:30.000+0000,False,False,005OH000003ds0PYAQ,2025-11-24T16:53:30.000+0000,005OH000003ds0PYAQ,2025-11-24T16:53:31.000+0000,005OH000003ds0PYAQ,2025-11-24T16:53:31.000+0000,(905)723-7277X1,4166883677,tony@geracifinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY8hLYAS,False,,23972730,0030A0000029aVQQAY,0010A000002vzdIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:11:15.000+0000,False,False,005G0000002gxxjIAA,2025-11-24T16:11:15.000+0000,005G0000002gxxjIAA,2025-11-24T16:11:15.000+0000,005G0000002gxxjIAA,2025-11-24T16:11:15.000+0000,(514)345-8880X206,,nmissakian@twmg.net,(514)345-1806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gY8nlYAC,False,,23971951,0030A0000029f8vQAA,0010A000002w3NFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CAN'T ACCESS WORKSPACE,Medium,"Caller's Name: ALI PAKNEZHAD
Advisor or support staff: Advisor 
Advisor Code: B8284 MGA BUT SHOWS TRANSFERRED. HE ALSO PROVIDED 
Advisor Name: ALI PAKNEZHAD
Phone: (514) 296-9071
Email: apak@dywm.ca		
1. Siebel verification: completed.
2. Last Login to Workspace: last week/possibly Friday. SF SHOWS THUR NOV 20
Issue: Trying to access Workspace, received the email, tried to login/password doesn't match.  ERR-W1285

FINDINGS: KB0020563 for ERR-W1285, then followed KB0020858 

RESOLUTION: verification was already completed. ISAM  alipak@clext WAS LOCKED. reset password, Canada@2025
had him try to sign in again/no go. had him click forgot password. he received the re-set changed password
signed in to workspace, had him sign out /back in to test.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001nXHhAAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HC4TAAW%26cntc%3D0035o000004HC4TAAW%26id%3D0055o000001nXHhAAM

--------------------------------------***DDS  11/24/2025***--------------------------
Hello Ali, 

Thank you for contacting Workspace Support today regarding not being able to access Workspace.

You were receiving ERR-W1285 when attempting to sign in which indicated the account was locked.

We completed verification, unlocked the account had you re-set your password.

You were then able to sign into Workspace successfully; we then had you sign out/in again to test with success again.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T16:18:19.000+0000,False,False,005OH00000AUS7aYAH,2025-11-24T16:00:57.000+0000,005OH00000AUS7aYAH,2025-11-24T16:18:19.000+0000,005OH00000AUS7aYAH,2025-11-24T16:18:19.000+0000,(514)296-9071,,apak@dywm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYAL2YAO,False,,23979411,0030A0000029l6ZQAQ,0010A000002w8IVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:37:31.000+0000,False,False,005OH00000BfjndYAB,2025-11-24T17:37:31.000+0000,005OH00000BfjndYAB,2025-11-24T17:37:32.000+0000,005OH00000BfjndYAB,2025-11-24T17:37:32.000+0000,(604)558-6830,,washton@harbourfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYAkkYAG,False,,23972564,003G0000018f6bTIAQ,0010A000002wOYlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:08:58.000+0000,False,False,005OH00000245RQYAY,2025-11-24T16:08:58.000+0000,005OH00000245RQYAY,2025-11-24T16:08:58.000+0000,005OH00000245RQYAY,2025-11-24T16:08:58.000+0000,(514)335-4260,(514) 346-1212,earbour@sfea.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYB0vYAG,False,,23972942,003G0000018f6W1IAI,0010A000002wOSiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:13:59.000+0000,False,False,005G0000002gxxjIAA,2025-11-24T16:13:59.000+0000,005G0000002gxxjIAA,2025-11-24T16:14:00.000+0000,005G0000002gxxjIAA,2025-11-24T16:14:00.000+0000,(514)931-4242X231,(514) 770-5343,zach.csfinancial@sympatico.ca,(514)428-9673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYBLsYAO,False,,23973544,003G0000018f6ZqIAI,0010A000002wOXFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,inforce Illustration,Medium,"ASA not able to access Inforce Illustration followed KB0023362 unfortunately we cant proceed with resetting password since we need to talk to the  advisor Eric for security purposes.
=================

Hi Julie,

Thank you for contacting the workspace support about an issue accessing Inforce Illustration feature in workspace.

We have identified that since the policies you’re trying to access are from 2012 and 2016 under London Life, these policies are no longer accessible to workspace however we just need to download the latest version of Inforce Illustration in which we have successfully done.  We did try to access it however we are getting an error message username and password error in which we need to escalate it for further investigation. However, for us to escalate it , we need to speak with your Advisor Eric L Barcley for security purposes.

I understand this must be frustrating on your part however our goal is to make doing business with us as easy as possible while keeping your account secure. Appreciate your cooperation and understanding on this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-24T17:42:39.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T16:21:51.000+0000,005OH00000BFPZHYA5,2025-11-24T18:36:53.000+0000,005OH00000BFPZHYA5,2025-12-13T02:01:25.000+0000,(604)685-3707,(604) 341-4188,eric@barclayinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYBs9YAG,False,,23976930,0030A00000CA8MUQA1,0010A00000CkXWkQAN,,,,,,,012OH000000ijW5YAI,Closed,,Email,,IC access through Gateway for Equisoft,Medium,"****DDS****11/24/25 

User needed support on Equisoft - referred user to SD 
============================================================================================= 
 
****Email Chain****

Good day Judy,

Thank you for contacting Workspace Support regarding Equisoft.

We will have to refer to Service Desk at 1-800-459-5141 for more support on this as our team only handles technical inquiries with the Workspace platform.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Judy Ruttle <Judy@ruttlegroup.com> 
Sent: November 21, 2025 1:23 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] IC access through Gateway for Equisoft

Hello, I have recently done the download for Equisoft and none of my investments are there. Could you please help me to facilitate this. Thanks, Click here to: Book a Meeting with me The greatest discovery of any generation is that a human can
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I have recently done the download for Equisoft and none of my investments are there.

Could you please help me to facilitate this.

Thanks,

 

   

Click here to:  Book a Meeting with me
The greatest discovery of any generation is that a human can alter his life by altering his attitude.”
- William James
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-24T17:23:59.000+0000,False,False,005OH0000097FtCYAU,2025-11-24T17:04:35.000+0000,005OH0000097FtCYAU,2025-11-24T17:23:59.000+0000,005OH0000097FtCYAU,2025-12-13T02:01:58.000+0000,(705)242-7604,,judy@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYEDJYA4,False,,23975424,0030A000008YZ9DQAW,0010A000009SzT2QAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Banking info format error,Medium,"****DDS****11/24/25 
User keeps getting error message when trying to enter banking details for application 60921826-6
Error message: bank account number format invalid
Provided resources link and referred user to their RSA
============================================================================================= 
 
****Email Chain****

Bonjour Julien,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la proposition 60921826-6.

Comme discuté lors de notre appel, veuillez consulter ce lien pour avoir le format correct pour chaque banque :
https://www.acp.canadalife.com/fr/secure/formulaires-et-processus/processus-assurance/formats-de-comptes-bancaires.html. Pour plus de soutien, veuillez contacter votre Associée de Ventes Régionale Marie-Claire Jobson par courriel : marie-claire.jobson@canadavie.com.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T17:00:50.000+0000,False,False,005OH0000097FtCYAU,2025-11-24T16:45:44.000+0000,005OH0000097FtCYAU,2025-11-24T17:00:50.000+0000,005OH0000097FtCYAU,2025-11-24T17:00:50.000+0000,(819)373-0365,,julien@julienfc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYF7oYAG,False,,23979779,003G000001bfYVhIAM,0010A000002wSrcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TCP Report,Medium,"Hello Joseph,
This email is regarding your request for a list of clients without an aligned trusted contact person. Please find attached the requested reports, a separate password email will follow.  
As a reminder, this requested report's purpose is to identify clients that do not have a trusted contact person (TCP) listed on file on Investment Centre. 
 I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
 The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Joseph,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
ZJ0NGIM0JR
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 














Hello,
A new form response has been received requesting a list of clients that have a trusted contact person (TCP) set up. The details are as follows:

Request 1:
Advisor: JOSEPH SCHAAN
Code: LL32556

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to joe.schaab@familiawealth.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EfDinZWtKMhIn0aeYC_9T0YBxasYDtbwE497cUki8KwElQ?e=a3tSkS",True,2025-11-24T17:41:44.000+0000,False,False,005OH0000088z1hYAA,2025-11-24T17:41:44.000+0000,005OH0000088z1hYAA,2025-11-24T17:57:03.000+0000,005OH0000088z1hYAA,2025-11-24T17:57:03.000+0000,(403)862-4823,(403) 862-4823,joe.schaab@familiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYGAPYA4,False,,23980426,0030A0000029gKVQAY,0010A000002w4OIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"***DDS 2025-11-24***
User was having issues logging in to Workspace and receiving ERR-W1281.
DDS advised user to use MGA association then user got ERR-W1283.
DDS authenticated user and unlocked and reset user's password.
User was also having issues with Authenticator.
DDS disconnected Authenticator.
 
================================================================================
****Email Chain**
Hello Michelle,

It was a pleasure speaking to you earlier regarding your Workspace access.

We’re happy we were able to assist you in resetting your password and disconnecting then reconnecting your Authenticator. As a reminder, please ensure you are selecting Managing General Agency for the How are you associated to Canada Life dropdown.

If you are having any other Workspace related issues, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T18:03:16.000+0000,False,False,005OH00000AX0rVYAT,2025-11-24T17:50:16.000+0000,005OH00000AX0rVYAT,2025-11-24T18:03:16.000+0000,005OH00000AX0rVYAT,2025-11-24T18:03:16.000+0000,(905)373-1234,,michelle.kamerman@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYGF9YAO,False,,23978641,0030A0000029iSAQAY,0010A000002w6BHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Paul,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
4ETGMGLUSF

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Paul,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: PAUL JORGE BOTELHO
Code: 31238, 21588

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to paul@mylifefinancialgroup.com 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-11-24T17:27:05.000+0000,False,False,005OH0000071DK9YAM,2025-11-24T17:27:05.000+0000,005OH0000071DK9YAM,2025-11-24T17:27:05.000+0000,005OH0000071DK9YAM,2025-11-24T17:27:05.000+0000,(403)474-9316,,paul@mylifefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYGOsYAO,False,,23978254,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:21:55.000+0000,False,False,005OH000005URvxYAG,2025-11-24T17:21:55.000+0000,005OH000005URvxYAG,2025-11-24T17:21:56.000+0000,005OH000005URvxYAG,2025-11-24T17:21:56.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYGlRYAW,False,,23978177,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:20:48.000+0000,False,False,005OH000005URvxYAG,2025-11-24T17:20:48.000+0000,005OH000005URvxYAG,2025-11-24T17:20:48.000+0000,005OH000005URvxYAG,2025-11-24T17:20:48.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYGqFYAW,False,,23978206,003G0000018f6u7IAA,0010A000002wOw0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:21:08.000+0000,False,False,0055o000002KxaMAAS,2025-11-24T17:21:08.000+0000,0055o000002KxaMAAS,2025-11-24T17:21:08.000+0000,0055o000002KxaMAAS,2025-11-24T17:21:08.000+0000,(403)474-9316,(403) 620-5254,matthew@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYHPgYAO,False,,23974346,0030A0000029nMgQAI,0010A000002wAFUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to Submit SimpleProtect Application,Medium,"***2025/11/24***
 
 
==================================================================================
 
User's Name: Jeffrey Edwards
Email: cjincanada@hotmail.com
Code: H4611
KBA: KB0022199  

Unable to submit SimpleProtect Application due to Error Code ""Tan"". KBA states, ""The approval call failed due to a non-200 http response"".
 
==================================================================================
 
***Email Chain***

Hello Jeffrey,

Thank you for taking my phone call.

As discussed, the application set to Beneficiary page. Please enter the beneficiary details in the Term application and request signatures again.

If you encounter any other errors let me know and we will investigate further.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 24, 2025 10:56 AM
To: cjincanada <cjincanada@hotmail.com>
Subject: **Case 23974346** - INC1868315 - Simple protect Application Error

Hello Jeffrey,

It has been brought to our attention that you are having an issue completing application 60919975-0 in Simple Protect. I’d be happy to assist you.

I have gone ahead and escalated this application error to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T16:31:57.000+0000,False,False,005OH00000BFPZIYA5,2025-11-24T16:31:57.000+0000,005OH00000BFPZIYA5,2025-11-27T17:10:07.000+0000,005OH000002iN7pYAE,2025-11-27T17:10:07.000+0000,(514)781-6493,,cjincanada@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYIVVYA4,False,,23978355,0030A0000029ZVCQA2,0010A000002vylRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:23:05.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T17:23:05.000+0000,005OH000004Ir1xYAC,2025-11-24T17:23:05.000+0000,005OH000004Ir1xYAC,2025-11-24T17:23:05.000+0000,(403)863-6533,,gheff@telusplanet.net,(403)275-4453,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYItlYAG,False,,23982298,0030A0000029Zw0QAE,0010A000002vzAFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,inforce illustration,Medium,"Caller's Name: Eric Barclay
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name:	
Phone: 
Email:		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: 23979277---checked with Randy Delima, its case#23973544. need to reset isam KB0023362----ASA not able to access Inforce Illustration followed KB0023362 unfortunately we cant proceed with resetting password since we need to talk to the advisor Eric for security purposes.

FINDINGS: following KB0023362, found 2 LL#'s in ISAM both active. 
ll09425@llext has his name and email eric@barclayinsurance.ca
ll19678@llext has his name too but email is julie@barclayinsurance.ca

FROM RANDY'S EMAIL to the assistant: We have identified that since the policies you’re trying to access are from 2012 and 2016 under London Life, these policies are no longer accessible to workspace however we just need to download the latest version of Inforce Illustration in which we have successfully done.  We did try to access it however we are getting an error message username and password error in which we need to escalate it for further investigation. However, for us to escalate it , we need to speak with your Advisor Eric L Barcley for security purposes.

CALL DISCONNECTED - TRIED CALLING THE NUMBER ON DISPLAY 1 346-293-7283 not valid??

--------------------------------------***DDS  11/27/2025***--------------------------
SENT FINAL FOLLOW UP/CLOSING CASE
--------------------------------------***DDS  11/27/2025***--------------------------

Hello Eric,

As we have not received a response, we will close this case. 

Should you still require assistance, do give us a call, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/26/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  11/26/2025***--------------------------
Hello Eric, following up on the email below. 

If you still require assistance, do get back to us with the requested information, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS 11/24/2025***--------------------------
SENT FOLLOW UP TO GATHER MORE INFO
--------------------------------------***DDS 11/24/2025***--------------------------
Hello Eric,

Please provide your Advisor code to check further so we can ensure when calling you, we have all the necessary information to better assist you.

In speaking to your assistant, we identified that since the policies you’re trying to access are from 2012 and 2016 under London Life, these policies are no longer accessible to workspace.

We helped your assistant with downloading the latest version of Inforce Illustration in which we have successfully done. 

We did try to access it however we are getting an error message username and password error in which we need to escalate it for further investigation. 

This is the reason we needed to speak to you was to authenticate/possibly re-set the password/escalate. 

Please provide your LL# and advisor codes to check further and determine the best course of action, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS 11/24/2025***--------------------------
6043982964 PST ( Vancouver ) 
Case 23979277 inforce illustrations issues 
Eric
ERIC BARCLAY
President


--------------------------------------***DDS 11/24/2025***--------------------------
sent follow up email: 
--------------------------------------***DDS  11/24/2025***--------------------------
Hello Eric,

Thanks for contacting Workspace Support today regarding Investment Centre. Sorry our call was disconnected.

Please provide me with your number to reach you and the best time along with your time zone. 

Please also provide your advisor code, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T16:00:04.000+0000,False,False,005OH00000AUS7aYAH,2025-11-24T18:16:27.000+0000,005OH00000AUS7aYAH,2025-11-27T16:00:04.000+0000,005OH00000AUS7aYAH,2025-12-13T02:01:25.000+0000,(604)685-3707X4,,eric@barclayinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYJhjYAG,False,,23980000,0030A0000029h2tQAA,0010A000002w4z7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor is having issues setting up MFA.
****

Hi Donald , thank you for contacting the workspace support today.

To recap our call, you needed assistance with setting up your MFA for yourself so that you could sign onto your workspace account. You chose the google authenticator app but were running into issues, the other option is the Salesforce authenticator you were having some issues with your new phone that you needed to take care of. If you are still having issues connecting the MFA please just let me know in your response to this email.




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T18:22:43.000+0000,False,False,005OH00000BFQFCYA5,2025-11-24T17:44:47.000+0000,005OH00000BFQFCYA5,2025-11-24T18:22:43.000+0000,005OH00000BFQFCYA5,2025-11-24T18:22:43.000+0000,(613)221-5959,,dontaylor@ipcplanning.com,(613)221-5958,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYKIiYAO,False,,23975936,0030A0000029ZakQAE,0010A000002vyprQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:52:40.000+0000,False,False,005OH000007fgYjYAI,2025-11-24T16:52:40.000+0000,005OH000007fgYjYAI,2025-11-24T16:52:40.000+0000,005OH000007fgYjYAI,2025-11-24T16:52:40.000+0000,(450)405-3006,,ginodesjardins@gdservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYLrXYAW,False,,23986455,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:12:09.000+0000,False,False,005OH000005URvxYAG,2025-11-24T19:12:09.000+0000,005OH000005URvxYAG,2025-11-24T19:12:10.000+0000,005OH000005URvxYAG,2025-11-24T19:12:10.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYMQxYAO,False,,23975473,0030A0000029Vd9QAE,0010A000002vvVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor needed assistance logging into workspace.
*******
Hi Ronald , thank you for contacting the workspace support today.

To recap our call, you needed assistance to login into workspace. I did a remote session with you and guided you with updating your MFA and password. We were successful and you were able to log on. I also showed you how you can clear your history for future references. If you have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T17:14:02.000+0000,False,False,005OH00000BFQFCYA5,2025-11-24T16:46:19.000+0000,005OH00000BFQFCYA5,2025-11-24T17:14:03.000+0000,005OH00000BFQFCYA5,2025-11-24T17:14:03.000+0000,(905)331-2090,,rpclarkefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYNTXYA4,False,,23979286,003G0000018f7JAIAY,0010A000002wPOQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CRM Extract Inquiry,Medium,"****DDS****11/24/25 

Inquiry on missing data extract link in WS - informed the user WS provides the correct CRM data info and not information from 3rd party on what should appear in WS, provided link to assist with data validation after the CRM extraction is completed
 
============================================================================================= 
 
****Email Chain****

Good day Chris, 

Thank you for contacting Workspace Support regarding the CRM Extract file in Workspace. 

Based on our records, the available data extract link in Workplace should include all your data. For missing data in your CRM extraction, please refer to the article below regarding data validation: https://www.acp.canadalife.com/secure/more-adsl/technology/changes-to-workspace-crm.html

We’ve learned that some third-party vendors have created their own tools—like plugins, portals, or bots—that try to pull data from Workspace into their platforms. These tools are not developed, owned, or supported by Canada Life, and we haven’t partnered with or authorized any of them.
 
Because they’re built and maintained externally, we’re not responsible for how they work or any issues they may cause. If you're experiencing problems with one of these tools, we recommend reaching out directly to the vendor who created it.
 
To ensure data accuracy and a reliable experience, we strongly recommend using Workspace directly. If you have any questions about Workspace itself, we’re here to help!



We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chris Mattern CFP, CLU <Chris@matternwealthadvisorygroup.com> 
Sent: November 21, 2025 2:20 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] CRM Extract

Good afternoon, I downloaded “Data extract 1” from Workspace and uploaded it to my other CRM, but I was advised by an ops member with my other CRM (Laylah) that I should have more than one data extract file. Per the attached, I only
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon,

I downloaded “Data extract 1” from Workspace and uploaded it to my other CRM, but I was advised by an ops member with my other CRM (Laylah) that I should have more than one data extract file.  Per the attached, I only see one in Workspace.  Am I missing something?

Please advise.

Thank you,

Chris

Chris Mattern B.Comm. (Hons.), CFP, CLU
Certified Financial Planner   
(P) 431.445.0300
""Plan Ahead. Work Hard. Retire Well."" 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-24T18:00:35.000+0000,False,False,005OH0000097FtCYAU,2025-11-24T17:35:54.000+0000,005OH0000097FtCYAU,2025-11-24T18:00:35.000+0000,005OH0000097FtCYAU,2025-11-24T18:00:35.000+0000,(431)445-0300,,chris@matternwealthadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYO9RYAW,False,,23977148,0030A0000029nrfQAA,0010A000002wAegQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy Visibility Issue,Medium,"***DDS 2025-11-24***
User was unable to view policies on iPhone Workspace.
DDS recommended user to user desktop version as when logging in as user policies were there.
 
================================================================================
****Email Chain**
Hello Lu,

It was a pleasure speaking to you regarding your policy visibility issue.

As discussed, please user your laptop to access Workspace to ensure that the policies are still present there. Workspace is not optimized for mobile devices so you may encounter issues when trying to view client and policy details from Workspace on a mobile device.

If you are still having issues with your Workspace on a laptop, feel free to reply to this email and we would love to assist you and investigate this issue further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T17:19:09.000+0000,False,False,005OH00000AX0rVYAT,2025-11-24T17:07:17.000+0000,005OH00000AX0rVYAT,2025-11-24T17:20:43.000+0000,005OH00000AX0rVYAT,2025-11-24T17:20:43.000+0000,(604)537-8379,(604) 537-8379,zhanglu1010@hotmail.com,(604)233-2222,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYOMOYA4,False,,23980294,003OH00000Y0f4SYAR,001OH00000gdV90YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:48:52.000+0000,False,False,005OH000007fgYjYAI,2025-11-24T17:48:52.000+0000,005OH000007fgYjYAI,2025-11-24T17:48:53.000+0000,005OH000007fgYjYAI,2025-11-24T17:48:53.000+0000,(581)874-5168,,mharrisson@finandicap.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYOuCYAW,False,,23978003,003OH00000PdCMNYA3,001OH00000VBY1PYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"****DDS*** 11/24/2025
User needed help setting up new MFA. Used KB0021888 for authentication


*****email chain*****
Hello Angela, 
   
Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

     The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T17:24:25.000+0000,False,False,005OH00000BFQFHYA5,2025-11-24T17:18:31.000+0000,005OH00000BFQFHYA5,2025-11-24T17:24:41.000+0000,005OH00000BFQFHYA5,2025-11-24T17:24:41.000+0000,(204)803-2979,,angela@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYPolYAG,False,,23979663,0030A0000029lbXQAQ,0010A000002w8k2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:40:25.000+0000,False,False,005OH00000BfjndYAB,2025-11-24T17:40:25.000+0000,005OH00000BfjndYAB,2025-11-24T17:40:26.000+0000,005OH00000BfjndYAB,2025-11-24T17:40:26.000+0000,(604)501-4217,,bmercier@envisionfinancial.ca,(604)501-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYQWDYA4,False,,23983161,003G0000018f7BsIAI,0010A000002wPFqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue report - INC1994157,Medium,"*** ADS Feb 6th, 2026 ***
Sent email to confirm banners are there and that they can merge the accounts.
===============
Bonjour Johanne,

Notre équipe technique a réussie à aligner les informations de Katherine sur l’Espace Affaires.

Les comptes peuvent désormais être fusionnées en cliquant sur la bannière et en choisissant quel compte vous voulez choisir comme compte « Parent ».

 

Si la fusion ne fonctionne pas ou que vous avez des difficultés additionnelles à propos de ce compte, n’hésitez pas à nous contacter et nous vous aiderons avec plaisir.

C’était un plaisir de vous aider aujourd’hui avec ce problème de fusion de comptes dans l’Espace Affaires. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

===============
****DDS****February 5, 2026****Samantha

Merge prompt is now available

=====================================================================================

*** ADS Feb 4th, 2026 ***
CIS updated DOB but could not merge. Escalated to L2 to make sure it gets merged by DAS.
*** ADS Feb 2nd, 2026 ***
Emailed CIS to correct the DOBs and merge accounts. Sent email to Johanne
===============
Bonjour Johanne,

Merci de nous avoir contacté à l’équipe de soutien Espace Affaires.

Étant donné que Alexandra a confirmé que les données sont bonnes de son côté, j’ai escaladé cette situation à notre équipe du Laboratoire digital pour s’assurer qu’ils corrigent les dates de naissance dans notre système qui alimente l’Espace Affaires et ensuite qu’ils fassent la fusion eux-mêmes dans le système de données.

Les deux comptes devraient être fusionnés dans les prochains 2-4 jours sur l’Espace Affaires. Je vais vérifier cela dans les prochains 2-4 jours pour m’assurer que les dates sont correctes et les deux comptes fusionnés dans notre système et sur l’Espace Affaires. Je m’excuse du délai que cette situation complexe a engendré.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

==============

*** DDS Jan 27th, 2026 ***
Followed KB0016002 about the DOB mismatch. Only insurance policies had wrong DOB of 2002. 1999 was the correct one according to Johanne.
==============
Bonjour Johanne,

Merci beaucoup de votre confirmation. J’ai noté que les polices qui ont une date de naissance erronée dans notre système pour Katherine Poitras sont les polices 9789014-6, 60381635C, 60381637D et 60731472P. Vous pouvez envoyer un courriel à INDClientServiceQuebec@canadalife.com pour leur demander de changer la date de naissance de ces polices à la date correcte du 16 Février 1999. Une fois cette demande faite, toutes les polices des deux comptes auront la bonne date de naissance et l’option pour fusionner ces deux comptes s’affichera sur l’Espace Affaires dans les 2-3 jours ouvrables suivants.

Je m’excuse du délai. Cette démarche résoudra ce problème. Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous vous aiderons avec plaisir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

==============
*** DDS Dec 18th, 2025 ***
Sent follow up email about one policy that still has incorrect DOB:

=============
Good morning Johanne,

Thank you for your patience while were investigating the failed merge of the two profiles for Katherine Poitras. 
We will need you to confirm that policy 80714200 shows on Investment centre with the correct DOB . If the policy does show correctly on Investment centre for policy 80714200 then we will further escalated this issue to our second level support.
 
If the policy shows incorrect DOB in investment centre you will have to reach out to advisordirectscan@canadalife.com to correct the DOB for the merge prompt to be visible. Once this is corrected it can take 5-7 business days for the prompt to display.
 
We appreciate you confirming so we make sure this get resolved.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
==========

*** DDS 09DEC2025 ***
DOB discrepancy between LL accounts, we need to refer the user to HO

*** DDS Nov 24th, 2025 ***
User wanted to change the date of birth of two accounts so that they could be merged. Change DOB to 16 Nov 2002 as requested for CIS accounts 3676659554 and 7667717422.
============
Bonjour Johanne,

Merci d’avoir contacté l’équipe de soutien Espace Affaires pour un changement de date de naissance pour les polices 60381631T, 60381635C, 60381637D, 60731472P et 9789014-6.

Le changement a été fait pour la date de naissance du 16 Novembre 2002 pour Katherine Poitras. Les deux comptes vont pouvoir être fusionnées dans les prochains 2-3 jours ouvrables.

C’était un plaisir de vous aider aujourd’hui pour cette demande de fusion. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2026-02-05T21:59:35.000+0000,False,False,005OH000002iN7pYAE,2025-11-24T18:28:09.000+0000,005OH00000AbJ7aYAF,2026-02-06T15:13:29.000+0000,005OH00000AbJ7aYAF,2026-02-06T15:13:29.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYQb0YAG,False,,23976068,0030A0000029ZakQAE,0010A000002vyprQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:54:14.000+0000,False,False,005OH000007fgYjYAI,2025-11-24T16:54:14.000+0000,005OH000007fgYjYAI,2025-11-24T16:54:15.000+0000,005OH000007fgYjYAI,2025-11-24T16:54:15.000+0000,(450)405-3006,,ginodesjardins@gdservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYR5dYAG,False,,23975596,0030A0000029fpoQAA,0010A000002w3v2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:48:02.000+0000,False,False,0055o000001h4cFAAQ,2025-11-24T16:48:02.000+0000,0055o000001h4cFAAQ,2025-11-24T16:48:02.000+0000,0055o000001h4cFAAQ,2025-11-24T16:48:02.000+0000,(204)954-7920,(204) 955-6067,ksparrow@castleteam.ca,(204)474-1401,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYRTpYAO,False,,23975736,0030A00000BhoYOQAZ,0011600001pyitJAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:49:48.000+0000,False,False,0050A000000WjqvQAC,2025-11-24T16:49:48.000+0000,0050A000000WjqvQAC,2025-11-24T16:49:48.000+0000,0050A000000WjqvQAC,2025-11-24T16:49:48.000+0000,(613) 254-8484,,laurie@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYRX5YAO,False,,23976296,0031600002XaY3lAAF,0010A000002wOA9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client Listing Request,Medium,"Hi Mary Claire,

I just wanted to advise on this. Advisors can only request a book of business on their code if the code is active. The codes for the rep listed are all showing inactive.  The business reporting team is required to validate a TPA in Seibel.  I believe contracts and comp has been provided access to these reports in OneLink to obtain a book of business.  

Providing client data to a rep who is showing inactive or terminated is considered a privacy breach.  I believe there are members of contracts and compensation who have access to the book of business reporting. 

CL cannot provide a book of business to the advisor due to the status of his Producer Agreement Group ID and underlying rep codes.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 24, 2025 11:27 AM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: FW: [EXT] Re: Termination Letter - Forever Faith Financial Group Inc - Fang Rong - 

Contracts messaged a couple of times below

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Fary Rong <faryrong@gmail.com> 
Sent: November 20, 2025 9:32 AM
To: Madriaga, Mary Claire <MaryClaire.Madriaga@canadalife.com>; BusinessReporting <BusinessReporting@canadalife.com>
Cc: Contracting Department <contracting@meritrust.ca>; Danielle Liao Meritrust <danielle.liao@meritrust.ca>
Subject: Re: [EXT] Re: Termination Letter - Forever Faith Financial Group Inc - Fang Rong

Good day, Can you pls. Provide a current clients list including name and policy #, under Corporate Contract – Code # C8345, Producer Agreement Code # C3949, which will be transferred to Danielle Liao for our records?Much appreciates for your
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good day,
Can you pls. Provide a current clients list including name and policy #, under  Corporate Contract – Code # C8345, Producer Agreement Code # C3949, which will be transferred to Danielle Liao for our records?Much appreciates for your help!

Regards!


Fary   Rong       容  芳
Insurance & Wealth Management Advisor
永 信 财 富  Forever Faith Financial 
Tel:  416-885-6891 ,  905-307-8999 (O)
#210-3190 Steeles Ave. E , Markham  ON  L3R 1G9
www.foreverfaith.ca


Madriaga, Mary Claire <MaryClaire.Madriaga@canadalife.com>于2025年11月20日 周四22:14写道：
Hi Fary,
 
Please contact the following departments to obtain policy listings and please ensure to provide the code to them. 
 
Life business: BusinessReporting@canadalife.com
Investment business: WealthReportingSupport@canadalife.com
 
I believe advisor and MGA could also retrieve the policy listings online by logging into Workspace.
 
Please let us know once you received the policy listing so we can proceed with the transfer. 
 
Thank you kindly,
 
Mary Claire Madriaga (she/her)
Contracts & Compensation Specialist (MGA)
Contracts and Compensation Department
TEL #: 416-552-6814 | Email: maryclaire.madriaga@canadalife.com
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Fary Rong <faryrong@gmail.com> 
Sent: November 19, 2025 6:27 PM
To: Contracting Department <contracting@meritrust.ca>
Cc: Madriaga, Mary Claire <MaryClaire.Madriaga@canadalife.com>; Danielle Liao Meritrust <danielle.liao@meritrust.ca>
Subject: Re: [EXT] Re: Termination Letter - Forever Faith Financial Group Inc - Fang Rong
 
Hi Mary, Can you pls. Provide a current clients list including name and policy #, which will be transferred to Danielle Liao for our records?Much appreciated! Regards! Fary Rong 容 芳 Insurance & Wealth Management Advisor 永 信 财 富 Forever Faith
Hi Mary,
Can you pls. Provide a current clients list including name and policy #, which will be transferred to Danielle Liao for our records?Much appreciated! 
Regards!


Fary   Rong       容  芳
Insurance & Wealth Management Advisor
永 信 财 富  Forever Faith Financial 
Tel:  416-885-6891 ,  905-307-8999 (O)
#210-3190 Steeles Ave. E , Markham  ON  L3R 1G9
www.foreverfaith.ca
 
 
Contracting Department <contracting@meritrust.ca>于2025年11月20日 周四03:51写道：
Hi Mary, 
 
As informed by Fang Rong, her block of business will be transferred to a new servicing agent, Danielle Liao (agent code: 88010). 
 
 
 
Thank you. 
Kind Regards,
 
Rachel Leung
Contracting and Licensing Department 
210-3190 Steeles Ave E, Markham ON L3R 1G9
Head Office: 905.307.8999 I Fax: 905.307.8899

Office hour: Mon-Fri 9:30AM-5:30PM
www.meritrust.ca
 
 
 
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

If you wish to stop receiving further commercial emails from MERITRUST FINANCIAL GROUP INC., please reply to this email with the subject line ""Unsubscribe"".
 
 
________________________________________
From: Madriaga, Mary Claire <MaryClaire.Madriaga@canadalife.com>
Sent: Tuesday, November 18, 2025 9:40 AM
To: Fary Rong <faryrong@gmail.com>
Cc: Contracting Department <contracting@meritrust.ca>; Danielle Liao Meritrust <danielle.liao@meritrust.ca>
Subject: RE: [EXT] Re: Termination Letter - Forever Faith Financial Group Inc - Fang Rong
 
Good Morning Fary,
 
Canada Life will be removing you as servicing agent of record on any Canada Life policies. You will be entitled to receive all renewal commissions payable on Canada Life policies as long as your license and the corporation. For GWL policies or inquiry, please reach out to contracts&compensation@canadalife.com.
 
Please provide the new servicing advisor or a Buy/Sell for the block of business by November 26th, 2025. Please note If buy/sell submitted, all servicing and commissions will be move to the purchasing advisors.
 
If we do not receive the requested information by November 26th, 2025, we will proceed with the termination and transfer out the block of business.
 
Thank you kindly,
 
Mary Claire Madriaga (she/her)
Contracts & Compensation Specialist (MGA)
Contracts and Compensation Department
TEL #: 416-552-6814 | Email: maryclaire.madriaga@canadalife.com
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Fary Rong <faryrong@gmail.com>
Sent: November 17, 2025 4:54 PM
To: Madriaga, Mary Claire <MaryClaire.Madriaga@canadalife.com>; Danielle Liao <danielle.liao@meritrust.ca>
Subject: [EXT] Re: Termination Letter - Forever Faith Financial Group Inc - Fang Rong
 
Hi Mary, can you pls confirm that I am still the service agent for existing clients, including Canada life and previous GWL clients? And still receiving the service commission? Thanks! Fary Rong 容 芳 Insurance & Wealth Management Advisor
Hi Mary, 
can you pls confirm that I am still the service agent for existing clients, including Canada life and previous GWL clients? And still receiving the service commission?  
 
Thanks!
Fary   Rong       容  芳
Insurance & Wealth Management Advisor
永 信 财 富  Forever Faith Financial 
Tel:  416-885-6891 ,  905-307-8999 (O)
#210-3190 Steeles Ave. E , Markham  ON  L3R 1G9
www.foreverfaith.ca
 
 
Madriaga, Mary Claire <MaryClaire.Madriaga@canadalife.com>于2025年11月18日 周二00:42写道：
Hello,
 
Please be advised that this letter is written notice that Canada Life is terminating your Corporate Contract and Producer Agreement with The Canada Life Assurance Company effective ten days from the date of this letter. 
 
 
Thank you kindly,
 
Mary Claire Madriaga (she/her)
Contracts & Compensation Specialist (MGA)
Contracts and Compensation Department
TEL #: 416-552-6814 | Email: maryclaire.madriaga@canadalife.com
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-24T16:57:04.000+0000,False,False,005OH0000088z1hYAA,2025-11-24T16:57:04.000+0000,005OH0000088z1hYAA,2025-11-24T16:59:46.000+0000,005OH0000088z1hYAA,2025-11-24T16:59:46.000+0000,(905)470-8585,(416) 885-6891,faryrong@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYSZaYAO,False,,23976315,0030A0000029q5XQAQ,0010A000002wCPWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T16:57:19.000+0000,False,False,005OH000004oiYEYAY,2025-11-24T16:57:19.000+0000,005OH000004oiYEYAY,2025-11-24T16:57:19.000+0000,005OH000004oiYEYAY,2025-11-24T16:57:19.000+0000,(519)474-9104,5196175333,info@arcfinancialgroup.com,(226)781-0444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYSbIYAW,False,,23982135,003G0000018f6niIAA,0010A000002wOpSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:14:16.000+0000,False,False,005OH000002N6huYAC,2025-11-24T18:14:16.000+0000,005OH000002N6huYAC,2025-11-24T18:14:16.000+0000,005OH000002N6huYAC,2025-11-24T18:14:16.000+0000,(418)812-3320,,gjulien@forcescollectives.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYSoEYAW,False,,23979893,0030A0000029n59QAA,0010A000002w9zZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:43:32.000+0000,False,False,005OH000005URvxYAG,2025-11-24T17:43:32.000+0000,005OH000005URvxYAG,2025-11-24T17:43:32.000+0000,005OH000005URvxYAG,2025-11-24T17:43:32.000+0000,(780)421-9255,,may@maychan.ca,(780)421-9256,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYTCKYA4,False,,23977621,0030A0000029VecQAE,0010A000002vvX5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:13:54.000+0000,False,False,0055o000001h4cFAAQ,2025-11-24T17:13:54.000+0000,0055o000001h4cFAAQ,2025-11-24T17:13:55.000+0000,0055o000001h4cFAAQ,2025-11-24T17:13:55.000+0000,(204)898-3323,,alec.leflour@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYULKYA4,False,,23979431,0030A00000C13kfQAB,0010A00000CbKNjQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:37:45.000+0000,False,False,005OH000005URvxYAG,2025-11-24T17:37:45.000+0000,005OH000005URvxYAG,2025-11-24T17:37:46.000+0000,005OH000005URvxYAG,2025-11-24T17:37:46.000+0000,(780)904-8205,,ronbuchaski@gmail.com,(780)387-4929,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYVR1YAO,False,,23977316,003G0000018f6QoIAI,0010A000002wONAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration - INC1867962,Medium,"*** DDS 25NOV2025 ***
called and spoke with user, authenticated, updated ISAM password, had user change to perm on self-care page, was able to login to PI successfully.


*** DDS 25NOV2025 ***
emailed user to schedule a call
*** DDS 24NOV2025 ***
INC1867962 submitted after confirming they have @londonlife.bz account with correct security group



User is having issues with the Advisors Workspace- Product Illustration. Advisor came on and provided verbal permission for Lexi (Support staff) to speak on his behalf. 

Email: lexi@vpgadvisors.com 

Advisor code: F7579
Advisor: BRIAN PSZENICZNY
Email: brian@vpgadvisors.com 
Phone: 519-317-8027

First error- Product Illustration KB0023323 Assisted user to update to the new version 
Second error once updated- KB0023420. Instructed user to self guid and reset password but ended up locking User ID- Authenticated advisor  (Brian) to unlock User ID (Code/DOB/Phone #/Last login) 
Helped reset password with temporary one- error message is still populating after inputting the new password. 

Escalate to L2 (Jennifer)

-------------------------------EMAIL CHAIN:

Hello Lexi and Brian,

Thank you very much for taking my call today. To recap, we updated your User ID password, and you were able to login to the Product Illustrator successfully. Don’t hesitate to reach out if there is anything I can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 11:22 AM
To: Wilson, Lexi <lexi@vpgadvisors.com>; Pszeniczny, Brian <brian@vpgadvisors.com>
Cc: Koshy, Shiju <Shiju.Koshy@canadalife.com>
Subject: RE: INC1867962 - Product Illustrations Login Issue - C23977316

Hello Lexi,

Yes, I can call at 2:00pm EST today and have added Brian to my calendar. Talk to you both then!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Lexi Wilson <lexi@vpgadvisors.com> 
Sent: November 25, 2025 10:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Pszeniczny, Brian <brian@vpgadvisors.com>
Cc: Koshy, Shiju <Shiju.Koshy@canadalife.com>
Subject: [EXT] RE: INC1867962 - Product Illustrations Login Issue - C23977316
Importance: High

Hi Jennifer – thank you for reaching out. Could we set up a call for 1: 15 pm today? Alternative times: 1: 30pm 1: 45pm 2: 00 pm If so, please provide your direct number, or call my cell at 519-854-6799 and I will then patch Brian in. Much appreciated!
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Jennifer – thank you for reaching out.  Could we set up a call for 1:15 pm today? 

Alternative times:

1:30pm
1:45pm
2:00 pm

If so, please provide your direct number, or call my cell at 519-854-6799 and I will then patch Brian in.

Much appreciated!

Lexi Wilson
Client Service
VPG Advisors | Vukets & Associates

C. (519) 854-6799
F. (416) 351-9927
A. 87 Scollard Street, Toronto, ON, M5R 1G4
E. lexi@vpgadvisors.com



Good morning Brian,

I am reaching out from Workspace Support regarding your Product Illustrator access issue yesterday. Please let me know your availability for a call and the best number to reach you at so I can assist further. I am in the office from 8am-4pm EST Mon-Fri.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Koshy, Shiju <Shiju.Koshy@canadalife.com> 
Sent: November 25, 2025 9:06 AM
To: Wilson, Lexi <lexi@vpgadvisors.com>
Cc: Pszeniczny, Brian <brian@vpgadvisors.com>; Burns, Jennifer <Jennifer.Burns@canadalife.com>
Subject: RE: INC1867962 - Product Illustrations Login Issue

Hi Lexi, 

I have requested Jennifer copied here who will help reset Brian’s password. She will schedule a call to share the password and run through the steps below. 

Thanks,
Shiju Koshy
Senior Infrastructure Specialist
shiju.koshy@canadalife.com | 902-220-6126


From: Lexi Wilson <lexi@vpgadvisors.com> 
Sent: November 25, 2025 8:35 AM
To: Koshy, Shiju <Shiju.Koshy@canadalife.com>
Cc: Pszeniczny, Brian <brian@vpgadvisors.com>
Subject: [EXT] RE: INC1867962 - Product Illustrations Login Issue
Importance: High

Good morning Shiju, We do require a new password reset for repnet and the user ID ll28184@ llext as the temp password is not working. Are you able to do this via email or can we set up a call for 10: 30 AM this morning? Advisor is cc’d. Thank
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Shiju, 

We do require a new password reset for repnet and the user ID ll28184@llext  as the temp password is not working.

Are you able to do this via email or can we set up a call for 10:30 AM this morning? 

Advisor is cc’d.

Thank you


Lexi Wilson
Client Service
VPG Advisors | Vukets & Associates

C. (519) 854-6799
F. (416) 351-9927
A. 87 Scollard Street, Toronto, ON, M5R 1G4
E. lexi@vpgadvisors.com



From: Brian Pszeniczny <brian@vpgadvisors.com> 
Sent: November 24, 2025 3:10 PM
To: Lexi Wilson <lexi@vpgadvisors.com>
Subject: Fwd: INC1867962 - Product Illustrations Login Issue


Brian Pszeniczny
Partner


Begin forwarded message:
From: ""Koshy, Shiju"" <Shiju.Koshy@canadalife.com>
Date: November 24, 2025 at 3:08:22 PM EST
To: Brian Pszeniczny <brian@vpgadvisors.com>
Subject: INC1867962 - Product Illustrations Login Issue
 
Hi Brian, 
 
I am from Canada Life Illustrations team. I tried reaching out related to the Product Illustrations login issue you are facing. 
 
Could you please let me know when you are available and will call you back?
 
 
Meanwhile, If you have not already done this, the following steps should fix your problem. 
 
1.	Could you please go into https://repnet1.canadalife.com/ and enter your User ID as ll28184@llext and enter the new password that was provided to you and confirm it is not throwing any error. 
 
2.	If it works, you can then try logging into Product Illustrations using ll28184 (note there is no extension here) and use the same password used above to login post the above step. 
 
 
Thanks,
Shiju Koshy
Senior Infrastructure Specialist
shiju.koshy@canadalife.com | 902-220-6126",True,2025-11-25T19:11:40.000+0000,False,False,005OH000006wv2TYAQ,2025-11-24T17:09:26.000+0000,005OH00000BG5v4YAD,2025-11-25T19:11:40.000+0000,005OH000006wv2TYAQ,2025-12-13T02:03:03.000+0000,(416)351-8200,(519) 317-8027,brian@vpgadvisors.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYVVtYAO,False,,23978486,0030A0000029Wl5QAE,0010A000002vwQvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:24:59.000+0000,False,False,005OH000005URvxYAG,2025-11-24T17:24:59.000+0000,005OH000005URvxYAG,2025-11-24T17:24:59.000+0000,005OH000005URvxYAG,2025-11-24T17:24:59.000+0000,(780)905-5736,,david@dmfinancial.ca,(780)408-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYVfdYAG,False,,23991179,0030A0000032fmRQAQ,0010A000003oJLHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:16:13.000+0000,False,False,0055o000002KxaMAAS,2025-11-24T20:16:13.000+0000,0055o000002KxaMAAS,2025-11-24T20:16:13.000+0000,0055o000002KxaMAAS,2025-11-24T20:16:13.000+0000,(780)428-8585X4210,(780) 993-7070,jennifer@litwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYWjjYAG,False,,23982356,003G0000018f6VgIAI,0010A000002wOSNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TCP Report,Medium,"Hello Gary,
This email is regarding your request for a list of clients without an aligned trusted contact person. Please find attached the requested reports, a separate password email will follow.  
As a reminder, this requested report's purpose is to identify clients that do not have a trusted contact person (TCP) listed on file on Investment Centre. 
 I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Gary,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
3RIRJQH08V
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
















Hello,
A new form response has been received requesting a list of clients that have a trusted contact person (TCP) set up. The details are as follows:

Request 1:
Advisor: Gary Sharp
Code: LL31747

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to garys@lighthousewealth.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EfDinZWtKMhIn0aeYC_9T0YBxasYDtbwE497cUki8KwElQ?e=a3tSkS",True,2025-11-24T18:17:21.000+0000,False,False,005OH0000088z1hYAA,2025-11-24T18:17:21.000+0000,005OH0000088z1hYAA,2025-11-24T18:21:20.000+0000,005OH0000088z1hYAA,2025-11-24T18:21:20.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYXUTYA4,False,,23979811,0030A0000029i4QQAQ,0010A000002w5qLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS**** 11/24/2025

User called in requiring assistance with MGA workspace registration. 
User was having issues as the Repnet site was not accepting their password. 
DDs did a logmein session and verified user was using a special character. issue was fixed and user was able to register successfully. 

***email chain****

Hello Thomas,

    Thank you for contacting Canada life workspace support, it was a pleasure assisting today. The issue today was with the Repnet password, the system was not allowing the special character. There other reason the system was not allowing you complete registration was due you still being signed into workspace on your direct account. But after signing out and clearing cache and cookies. We were able to successfully complete registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T17:55:55.000+0000,False,False,005OH00000BFQFHYA5,2025-11-24T17:42:08.000+0000,005OH00000BFQFHYA5,2025-11-24T17:55:56.000+0000,005OH00000BFQFHYA5,2025-11-24T17:55:56.000+0000,(204)837-1960,,tom@cascadefinancialgroup.com,(204)837-1410,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYXUWYA4,False,,23982364,003G0000018f7x0IAA,0010A000002wQ3BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA Issue,Medium,"ADSL: https://lifeco.lightning.force.com/lightning/r/Contact/0030A0000028weYQAQ/view

=====================emails==================
Hi Leander, 

I am glad I was able to help you resolve your  Workspace MFA issue and your Learning Centre issue. 

As mentioned during our call, don’t hesitate to communicate with us by email or by giving us a call should you have any other issues. 

Have a wonderful day. 

Thank you for your patience while I was working on finding the best way to help you with your request today. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback. complete our brief survey



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Monday, November 24, 2025 1:23 PM
To: Dueck, Leander <leander@beyondwealth.ca>
Cc: Ackerman, Sierra <sierra@beyondwealth.ca>
Subject: RE: Urgent request for assistance - MFA - C23982364

Hi Leander, 


To add the authenticator to your browser and link it to your Workspace account, follow the steps outlined below.

a)	Click here and select Add to Chrome. Do not select a different browser from the dropdown.

 
b) Select Add to Chrome
 
 
 
c) Confirm again by selecting Add extension

 

-	You will see a message that the extension was added, showing an icon (with a QR code) to the right of the website/URL field. But the icon will be hidden after installed.
 
To make the authentication extension always visible on your toolbar,
 
d) Click the puzzle piece to the right of the web address field (#1 shown below)
e) Find the Authenticator extension and click the pin icon (#2)

 


2. Register the Authenticator with Workspace

a) Go to the Workspace and sign-in
 
b) Choose the second option Use verification codes from an authenticator app then select Continue.

 


c) Scroll down and click the link ‘I can’t Scan the QR Code’ (found beneath the Back button at the bottom)
 
 
 
d) Select the entire key and click Ctrl-C to copy it (or right-mouse click and select Copy)
 
 

e) Click on the Authenticator extension icon in your browser to the right of the web address field (#1 shown below) and then click the pencil icon (#2)
 
 
 
f) Click the plus (+) sign
 
 
 
g) Select Manual Entry
 
 
 
h) In the ‘Issuer’ field (#1 shown below), type Workspace and in the ‘Secret’ field (#2), paste the key that you copied from step 4 by using Ctrl-P or right-mouse click in the field and click Paste.
 
i) Click OK (#3)
 
 
 
You should now see that you’ve added Workspace with an authentication code that is automatically generated.
 
 
 
 
j) Click on the code and select Allow when you see the dialog box. This will close the Authentication dialogue.
 
 
 
 
k) Click the Authenticator app to the right of the web address field again and click the QR icon (#1 shown below).
	This will bring up the Workspace authenticator.
l) Click on the verification number (#2). This will automatically copy it to your clipboard.
	NOTE: Like other authenticators, this code has a time limit and auto-expires after 30 seconds. If you see the timer on the right is nearly low, wait for the next code to be generated.
 
 
 
m) Paste the code in the ‘Verification Code’ field and click Connect. You will then be redirected to the Workspace homepage.
 
 


How to Use 
For future logins to Workspace, you will only need to complete two short steps after entering your username/password on the Workspace login page:
 
a) On the Verify Your Identity page, click the QR icon at the top of your browser (#1) and click on the number to copy it.
b) Paste the number into the ‘Verification Code’ field (#2) and click Verify


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






Thanks Kristine!

Wishing you a great weekend. 
 
 
 
Sierra Ackerman, BBA (HRM)
Associate Advisor




Hi Leander, 

I hope you are doing well. 

Can you provide your availability for a phone call?

We will ask you a few security questions and then help you resolve your Workspace login issue. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Song Heng-Nuestro, Kristine <kristine.songhengnuestro@advicecanada.com> 
Sent: Friday, November 21, 2025 1:25 PM
To: Ackerman, Sierra <sierra@beyondwealth.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Urgent request for assistance - MFA
Importance: High

Hi, Sierra. Allow me to refer you to Workspace Support.

Hi, Workspace Support. Referring Sierra and Leander to you. Leander is unable to access his Learning Centre because he is having issues with the Workspace MFA. 
Can you please assist so we can get Leander into Learning Centre? There is a deadline for CE Credit on Nov 30 and the sooner we can get him in, the better.

Looking forward to your prompt attention to this request. Thank you.

Best regards.

Kristine Song Heng - Nuestro
Business Development Consultant | Western Canada - Prairies
kristine.songhengnuestro@advicecanada.com | 431-813-7449

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). 
Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Sierra Ackerman 
Sent: November 21, 2025 3:05 PM
To: Song Heng-Nuestro, Kristine 
Subject: [EXT] Leander Dueck WorkSpace login

Hi Kristine, Happy Friday! Hope you're doing well. Leander is having trouble getting past the authentication step on his workspace login. The authentication isn’t connecting to his phone, and as a result, he’s unable to access the Learning Centre
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hi Kristine,
Happy Friday! Hope you're doing well.
Leander is having trouble getting past the authentication step on his workspace login. The authentication isn’t connecting to his phone, and as a result, he’s unable to access the Learning Centre to complete the mandatory Quadrus courses.
Would it be possible to set up the authentication using one of our email addresses instead?
Any guidance you can provide would be greatly appreciated.
Thank you,

 

Sierra Ackerman, BBA (HRM)
Associate Advisor

Quadrus Investment Services Ltd.
Beyond Wealth Management

341 Hoffer Drive
Regina, SK S4N 6E2
Phone: (306)359-1999
Fax: (306) 359-3031
Toll Free: (855)359-1999
www.BeyondWealth.ca

If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.

This message is intended only for the use of the person/company/agency (""intended recipient"") to whom it is addressed. It may contain information which is privileged and confidential. If you are not the intended recipient, please contact the sender as soon as possible. Any dissemination, distribution, copying or other use of this message, or any of its content, by anyone other than the intended recipient, is strictly prohibited. We have taken every precaution to ensure that this message is virus free, but we cannot be responsible for any damage that may be caused by its content.
Ce message est destiné exclusivement à l’usage de la personne/l’entreprise/l’agence (""destinataire"") à qui il est adressé puisqu’il peut contenir des renseignements protégés et confidentiels. Si vous n’êtes pas le destinataire, veuillez aviser l’expéditeur dans les plus brefs délais. Il est strictement interdit à quiconque n’est pas le destinataire de diffuser, distribuer, reproduire, ou d’utiliser le contenu de ce message de toute autre manière. Toutes les précautions nécessaires sont prises pour nous assurer que le message est exempt de virus informatique mais nous ne pouvons être tenus responsables des dommages qui pourraient être causés par le contenu de ce message.

This message is intended only for the use of the person/company/agency (""intended recipient"") to whom it is addressed. It may contain information which is privileged and confidential. If you are not the intended recipient, please contact the sender as soon as possible. Any dissemination, distribution, copying or other use of this message, or any of its content, by anyone other than the intended recipient, is strictly prohibited. We have taken every precaution to ensure that this message is virus free, but we cannot be responsible for any damage that may be caused by its content.
Ce message est destiné exclusivement à l’usage de la personne/l’entreprise/l’agence (""destinataire"") à qui il est adressé puisqu’il peut contenir des renseignements protégés et confidentiels. Si vous n’êtes pas le destinataire, veuillez aviser l’expéditeur dans les plus brefs délais. Il est strictement interdit à quiconque n’est pas le destinataire de diffuser, distribuer, reproduire, ou d’utiliser le contenu de ce message de toute autre manière. Toutes les précautions nécessaires sont prises pour nous assurer que le message est exempt de virus informatique mais nous ne pouvons être tenus responsables des dommages qui pourraient être causés par le contenu de ce message.",True,2025-11-24T21:39:01.000+0000,False,False,0055o000001zVCKAA2,2025-11-24T18:17:26.000+0000,0055o000001zVCKAA2,2025-11-24T21:39:01.000+0000,0055o000001zVCKAA2,2025-11-24T21:39:01.000+0000,(306)359-1999,(306) 533-0110,leander@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYXxWYAW,False,,23980540,003OH00000T5JJ6YAN,001OH00000ZPgvxYAD,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access issue,Medium,"Bonjour Mihai,

Merci pour votre retour et pour nous avoir partagé votre expérience. Je comprends que cela ait été frustrant, et je vous remercie pour votre patience.
Suite à notre appel, j’ai tenté de vous recontacter et j’ai laissé un message sur votre boîte vocale. Selon nos dossiers, votre dernière tentative de connexion a été réussie, mais il reste une étape importante : Authentification multifactorielle, pour que les utilisateurs prouvent leur identité et accèdent au système. 

Voici ce que je vous propose :
•	Veuillez-vous assurer que l’authentificateur (MFA) est bien configuré pour finaliser l’accès, suivez les étapes :
1. Allez à la page de connexion d’espace affaire sur votre ordinateur :  https://espaceaffaires.canadavie.com

2. Quand vous êtes demandé de choisir une méthode de vérification, choisissez « utiliser codes d’authentification d’une application d’authentification ». 
 
3. Demandez au conseiller d’ouvrir l’application d’authentification Microsoft sur leur appareil mobile.
 
4. Appuyez sur le bouton de +.
 
5. Appuyez sur “Autre”
              - une autorisation sera demandée par l’authentificateur Microsoft pour accéder la caméra.
 
 6. Scannez le code QR lequel devrait être toujours visible sur l’écran de l’ordinateur de l’appelant.
 
7. Sur l’appareil mobile, l’application d’authentification Microsoft va créer un code.
8. Entrez le code de l’authentificateur Microsoft sur l’écran d’espace affaire dans votre ordinateur et cliquez sur Connecter.
 
Pendant la connexion à Espace Affaire, la page demandera une confirmation via l’authentificateur Microsoft sur leur appareil mobile/cellulaire.

•	Si vous rencontrez toujours des difficultés, appelez notre équipe par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Merci encore pour votre patience et votre collaboration.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Mihai Papa - Gestion Laquerre et Varennes inc. <mihai@gestionlv.ca> 
Sent: November 23, 2025 6:24 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Cas 23920389: Inscription et Accès à l’Espace affaires 

Bonjour Fatima, Je n'ai toujours pas à créer mon accès. J'ai reçu le courriel pour confirmer mon adresse électronique, mais quelques heures suivant notre appel. J'ai essayer de réinitaliser le mot de passe avec succès et quand je me connecte,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Fatima,
 
Je n'ai toujours pas à créer mon accès. J'ai reçu le courriel pour confirmer mon adresse électronique, mais quelques heures suivant notre appel. 
 
J'ai essayer de réinitaliser le mot de passe avec succès et quand je me connecte, ça me dit que ça ne fonctionne pas, encore.
 
C'est malheureusement l'expérience de connexion la plus désorganiseé et désagréable que j'ai eu à faire, tout assureur confondu. C'est normalement un processus simple qui prend quelques minutes.
 
Pouvez-vous me contacter demain à votre convenance si vous êtes disponible pour me guider afin de finaliser l'inscription?
 
Merci d'avance pour votre patience et votre support.
 
À beintôt,
-- 
Mihai Papa, B.A.A.
Directeur, Service à la clientèle et valeur ajoutée
Représentant en épargne collective, inscrit auprès de Investia Services Financiers Inc.
Conseiller en sécurité financière, inscrit auprès de Gestion Laquerre et Varennes inc.
Conseiller en assurance et rentes collectives, inscrit auprès de Gestion Laquerre et Varennes inc.
 

 

406, chemin de la Grande-Côte, Boisbriand, (Québec), J7G 1B1
Bur : 450 973-8222
Sans frais : 1 877 430-4362
Fax : 450 973-4559
mihai@gestionLV.ca

Pour cesser de recevoir des messages électroniques commerciaux de la part d’Investia Services Financiers Inc., cliquez ici.
 
 
 
----------Message original---------- 
De : CL Workspace Support<CLWorkspaceSupport@canadalife.com>
À : ""Mihai Papa - Gestion Laquerre et Varennes inc.""<mihai@gestionlv.ca>
Date/Heure : 2025-11-20 15:56:42
Sujet : Cas 23920389: Inscription et Accès à l’Espace affaires
Bonjour Mihai,
 
Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  
 
Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’Espace affaires.
 
Pour récapituler ce que nous avons fait : nous avons réinitialisé votre mot de passe sur Réseaurep et complété votre inscription sur l’Espace affaires.  
 
Malheureusement, puisque vous n’avez pas reçu le courriel de vérification d’identité et vous n’aviez pas assez de temps (réunion), on n’a pas pu accéder et authentifier votre compte.
 
Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.
 
•	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Cordialemment,
 
Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T17:53:21.000+0000,False,False,005OH00000AbCcLYAV,2025-11-24T17:51:47.000+0000,005OH00000AbCcLYAV,2025-11-24T18:17:37.000+0000,005OH00000AbCcLYAV,2025-11-24T18:17:37.000+0000,(450)973-8222,,mihai@gestionlv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYZWHYA4,False,,23984016,0030A000001a99PQAQ,0010A000002wN0VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Outbound: Registration process,Medium,"Hi Sheri,

It was a pleasure speaking on the phone with you earlier regarding your MGA Workspace registration .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we completed your registration process, set up your MFA and made sure that you’re accessing your MGA account without any issues.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Sheri Iaconis <sheri.iaconis@spmfinancial.ca> 
Sent: November 24, 2025 6:53 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: 7001@candalife.com
Subject: [EXT] RE: MGA Workspace Login - Case 23809933

Hello, I tried to complete the below, but I am getting this message: Sheri Iaconis | Client Service Associate 530 Oxford Street West, Suite 19 London ON, N6H 1T6 P: 519. 432. 6199 ext. 240 E: sheri. iaconis@ spmfinancial. ca F: 519. 432. 6197 TF: 1. 800. 265. 1551
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I tried to complete the below, but I am getting this message:

 

 
  

Sheri Iaconis | Client Service Associate
530 Oxford Street West, Suite 19
London ON, N6H 1T6

P:   519.432.6199 ext. 240
E:   sheri.iaconis@spmfinancial.ca
F:   519.432.6197
TF: 1.800.265.1551
W:  spmfinancial.ca

     
 

Please note that trade instructions or policy changes requested via e-mail or phone cannot be acted upon until you have communicated with an advisor, the requested actions have been clarified and confirmed, and the appropriate paperwork has been completed

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. If you no longer want to receive these messages, click the word unsubscribe to email a request to me. 

If you no longer want to receive these messages, click the word unsubscribe to email a request to me.
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 17, 2025 12:57 PM
To: Sheri Iaconis <sheri.iaconis@spmfinancial.ca>
Subject: RE: MGA Workspace Login - Case 23809933

Hi Sheri, 

Thank you for contacting Workspace Support team.  


To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please select the MGA association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Sheri Iaconis <sheri.iaconis@spmfinancial.ca> 
Sent: November 17, 2025 8:12 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] MGA Workspace Login

Hello, I will need assistance on setting up my MGA account login information. I already am registered for Workspace (Advisor Solutions) but not for the MGA site. Thank you, Sheri Iaconis | Client Service Associate 530 Oxford Street West, Suite

Hello,

I will need assistance on setting up my MGA account login information.  I already am registered for Workspace (Advisor Solutions) but not for the MGA site.

Thank you,
 
  

Sheri Iaconis | Client Service Associate
530 Oxford Street West, Suite 19
London ON, N6H 1T6

P:   519.432.6199 ext. 240
E:   sheri.iaconis@spmfinancial.ca
F:   519.432.6197
TF: 1.800.265.1551
W:  spmfinancial.ca

     
 

Please note that trade instructions or policy changes requested via e-mail or phone cannot be acted upon until you have communicated with an advisor, the requested actions have been clarified and confirmed, and the appropriate paperwork has been completed

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. If you no longer want to receive these messages, click the word unsubscribe to email a request to me. 

If you no longer want to receive these messages, click the word unsubscribe to email a request to me.",True,2025-11-24T18:39:27.000+0000,False,False,005OH00000AbCcLYAV,2025-11-24T18:39:27.000+0000,005OH00000AbCcLYAV,2025-11-24T18:39:43.000+0000,005OH00000AbCcLYAV,2025-11-24T18:39:43.000+0000,(519)432-6199,,lewis.kent@spmfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYbUuYAK,False,,23983000,0035o000005kKt2AAE,0015o000006J0p3AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:25:48.000+0000,False,False,0055o000002KxaMAAS,2025-11-24T18:25:48.000+0000,0055o000002KxaMAAS,2025-11-24T18:25:48.000+0000,0055o000002KxaMAAS,2025-11-24T18:25:48.000+0000,(403)991-4618,(403) 991-4618,devon@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYbY9YAK,False,,23983913,0031600002KdYlXAAV,0010A000002wNS5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:38:06.000+0000,False,False,0050A000001o2WeQAI,2025-11-24T18:38:06.000+0000,0050A000001o2WeQAI,2025-11-24T18:38:06.000+0000,0050A000001o2WeQAI,2025-11-24T18:38:06.000+0000,(506)857-8727X5,(506) 381-0069,serge.robichaud@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYbujYAC,False,,23984263,003G0000018f6VgIAI,0010A000002wOSNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Banking Report,Medium,"Hello Gary,

This email is regarding your request for a list of clients without banking information on Investment Centre. Please find attached the generated report(s), a separate password email will follow.  
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Gary,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
XRFHZMJL2H
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 








Hello,
A new form response has been received requesting a list of clients that don't have banking on file in Investment Centre. The details are as follows:

Request 1:
Advisor:Gary Sharp
Code:LL31747

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to garys@lighthousewealth.ca 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EeNYpivNs0xPtt5qXNELxp4BV9buoalXB0LkUzqVI85o5g?e=zkBivj",True,2025-11-24T18:43:07.000+0000,False,False,005OH0000088z1hYAA,2025-11-24T18:43:07.000+0000,005OH0000088z1hYAA,2025-11-24T18:57:13.000+0000,005OH0000088z1hYAA,2025-11-24T18:57:13.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYcUXYA0,False,,23980937,0035o000006YvGoAAK,0015o0000075uMVAAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User having issue with PowerPay,Medium,"***DDS(Nov 24)
This was misdirected to us, corrected Nnedi to have them contact SD

***EMAILS
Hello Nnedi,

Please refer them to our Service Desk team at 1-800-459-5141. Unfortunately, our team has no relation to Powerpay.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.
Jonathan V
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
   

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Uche, Nnedinma <Nnedinma.Uche@canadalife.com> 
Sent: November 20, 2025 12:28 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] Powerpay Self Service Reset Password / Réinitialisation du mot de passe pour l'environnement libre-service Powerpay 
Importance: High

Hello Team,

Please can you assist.

Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com> 
Sent: Tuesday, November 18, 2025 11:12 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: [EXT] Powerpay Self Service Reset Password / Réinitialisation du mot de passe pour l'environnement libre-service Powerpay 
Importance: High

 
________________________________________
From: Patrick Joseph <patrick@750swfinancial.com>
Sent: Tuesday, November 18, 2025 5:07:09 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>
Subject: FW: [EXT] Powerpay Self Service Reset Password / Réinitialisation du mot de passe pour l'environnement libre-service Powerpay 
Proofpoint Encryption Good afternoon. As per the e-mail below, I have been trying to reset my password for power pay, but once I click on the reset link I am returned to the original page asking for my username and password. No reset option
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Good afternoon. 
 
As per the e-mail below, I have been trying to reset my password for power pay, but once I click on the reset link I am returned to the original page asking for my username and password. No reset option is available.
 
Thank you for your help.
 
 

Best Regards,
 
Patrick Joseph
Sr. Financial Security Advisor                                                                          
Conseiller en Sécurité Financière
 
Suite 101, 56 Mill Street
Box 1300, Almonte, ON  K0A 1A0
Office: 613-256-3152
Cell: 613-714-5020
Email: patrick@750swfinancial.com 
 
 
 
From: Dayforce <NoReplySelfService@Dayforce.com> 
Sent: November 17, 2025 9:20 PM
To: patrick.joseph@canadalife.com
Subject: [EXT] Powerpay Self Service Reset Password / Réinitialisation du mot de passe pour l'environnement libre-service Powerpay 
 
 	 
You have received a secure email from Canada Life.
Vous avez reçu un courriel sécurisé de la Canada Vie.
Click here/Cliquez ici by 2025-12-08 20:20 CST 

After this date you'll need to open the attachment.
Après cette date, vous devrez ouvrir la pièce jointe 
For help, please refer to our Secure Email Service guide./Pour obtenir de l'aide, veuillez consulter notre guide du service de messagerie électronique sécurisé.



Disclaimer:  The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you have concerns about this email, please visit the Contact Us page of www.canadalife.com.

Avertissement:Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
Pour toute préoccupation en lien avec le présent courriel, veuillez consulter la page Pour nous joindre dans le site www.canadavie.com.. 

Secured by Proofpoint Encryption, Copyright © 2009-2025 Proofpoint, Inc. All rights reserved.",True,2025-11-24T17:57:20.000+0000,False,False,005OH000001yNnZYAU,2025-11-24T17:57:20.000+0000,005OH000001yNnZYAU,2025-11-24T20:03:35.000+0000,005OH000001yNnZYAU,2025-11-24T20:03:35.000+0000,(613)748-3455,(613) 714-5020,patrick@750swfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnZYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYcnRYAS,False,,23978418,0030A0000029eP3QAI,0010A000002w2mPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Connection,Medium,"***DDS*** 11/24/25
Name: ROBERT KIMBALL
Phone: 519-319-7284
Agent code: w3319
Reference: KB0020738
Hello Robert, 

Thank you for contacting Workspace Support today regarding MFA connection.

Went trough validation.
Called Robert back
Disconnected MFA
Robert connected using  MS Authenticator
Tried logging in.  successful.
Logged out and back in again successful.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-24T17:47:51.000+0000,False,False,005OH00000BGeeHYAT,2025-11-24T17:24:01.000+0000,005OH00000BGeeHYAT,2025-11-24T17:52:46.000+0000,005OH00000BGeeHYAT,2025-11-24T17:52:46.000+0000,(519)675-1177,,rob@selectpath.ca,(519)675-1331,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYcqnYAC,False,,23984785,0030A0000029V2vQAE,0010A000002vv5LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:50:14.000+0000,False,False,005OH00000245RQYAY,2025-11-24T18:50:14.000+0000,005OH00000245RQYAY,2025-11-24T18:50:14.000+0000,005OH00000245RQYAY,2025-11-24T18:50:14.000+0000,(418)558-6283,,jriveros@solivi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYdRqYAK,False,,23983244,003G0000018f6lIIAQ,0010A000002wOn2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****11/24/25 
Assisted user to create a User ID for MGA channel and provided registration steps via email. 
============================================================================================= 
 
****Email Chain****

Hello Maggie,

Thank you for contacting Workspace Support regarding access to your MGA account.

I’m glad you were able to locate the link to create a User ID for your MGA Workspace account. As earlier mentioned, please wait two business days before registering for Workspace.

I have also provided steps and screenshots below for the registration process.
 
1. Follow the registration link
•	https://workspace.canadalife.com/registration
•	https://espaceaffaires.canadavie.com/inscription
 
2. Enter the RepNet user ID and Password you created 11/24/2025
 
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
 
7. A verification email will be sent to your email address
 
 
 
 
8. Verify the email by clicking Verify Now. Your account will be activated once the email is verified
 
 
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.canadalife.com
•	https://espaceaffaires.canadavie.com
 
 
 
11. You then enter your email and password to access Workspace.
 
If you need any assistance with registering, please reach out to us and we can set up a time to call and go over the steps with you.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Maggie Yang <maggie.yang@wwfinancial.ca> 
Sent: November 21, 2025 7:05 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Connect workspace account to Advice Canada---- Hong (Maggie) Yang F5794/H6000

Hello, I am trying to connect my Workspace(MGA) account to Advice Canada. Please tell me what the email address is used for when logging in. I use Maggie. yang@ wwfinancial. ca to log in to the direct account. Can I use this email address to log
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I am trying to connect my Workspace(MGA) account to Advice Canada. Please tell me what the email address is used for when logging in. I use Maggie.yang@wwfinancial.ca to log in to the direct account. Can I use this email address to log in to the MGA account? If not, should I register a new account for logging in?

Best Regards






                                                        


Maggie Hong Yang, M.Sc. QAFP
Financial Security Advisor 
Investment Representative
W&W Financial Group Inc.  萬得財富
http://wwfinancial.ca
Suite 2000 – 4515 Central Boulevard, Metrotower III, Burnaby, BC V5H 0C6
T: (604) 438-1232 Ext. 6260 | C: (604) 516-9162| F: (604) 438-7799 

""The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.”",True,2025-11-24T19:08:50.000+0000,False,False,005OH0000097FtCYAU,2025-11-24T18:29:17.000+0000,005OH0000097FtCYAU,2025-11-24T19:08:50.000+0000,005OH0000097FtCYAU,2025-11-24T19:08:50.000+0000,(604)438-1232,(604) 516-9162,maggie.yang@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYdV6YAK,False,,23984416,0030A0000029V0yQAE,0010A000002vv3YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:45:11.000+0000,False,False,005OH00000245RQYAY,2025-11-24T18:45:11.000+0000,005OH00000245RQYAY,2025-11-24T18:45:11.000+0000,005OH00000245RQYAY,2025-11-24T18:45:11.000+0000,(418)622-6422,,fabrice.vachon@cgfinv.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYePTYA0,False,,23979277,003G0000018f6ZqIAI,0010A000002wOXFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call back,Medium,Call Back done as the caller got disconnected,True,2025-11-24T18:34:50.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T17:35:45.000+0000,005OH00000BFPZHYA5,2025-11-24T18:34:50.000+0000,005OH00000BFPZHYA5,2025-11-24T18:34:50.000+0000,(604)685-3707,(604) 341-4188,eric@barclayinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYeywYAC,False,,23978876,003OH00000OK3K7YAL,001OH00000TYyQtYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:30:20.000+0000,False,False,005OH00000865wTYAQ,2025-11-24T17:30:20.000+0000,005OH00000865wTYAQ,2025-11-24T17:30:20.000+0000,005OH00000865wTYAQ,2025-11-24T17:30:20.000+0000,(604)688-6535X4,,charlotte@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYfBtYAK,False,,23981083,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:59:24.000+0000,False,False,0055o000001t1uPAAQ,2025-11-24T17:59:24.000+0000,0055o000001t1uPAAQ,2026-02-05T21:21:26.000+0000,0055o000001t1uPAAQ,2026-02-05T21:21:26.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYfGhYAK,False,,23979635,0030A0000029gxqQAA,0010A000002w4uEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"User wanted assistance with registering for their WS account.

ISAM password reset

==============================================================================

****Email Chain****

Hello Jacqueline,

This is Samantha following up on our phone call regarding Workspace registration.  

I’m glad I was able to assist with resetting the password for your User ID and register you for your Workspace account.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T18:04:46.000+0000,False,False,005OH000002iN7pYAE,2025-11-24T17:40:06.000+0000,005OH000002iN7pYAE,2025-11-24T18:04:47.000+0000,005OH000002iN7pYAE,2025-12-13T02:03:03.000+0000,(289)314-3425,,jmcidc@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYgXpYAK,False,,23991175,0030A0000029ZoBQAU,0010A000002vz2UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:16:09.000+0000,False,False,005OH000005URvxYAG,2025-11-24T20:16:09.000+0000,005OH000005URvxYAG,2025-11-24T20:16:09.000+0000,005OH000005URvxYAG,2025-11-24T20:16:09.000+0000,(780)449-6292X240,,scott@kewcorp.ca,(780)467-3260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYgpSYAS,False,,23979774,0031600002ISxLCAA1,0010A000002wNNBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:41:43.000+0000,False,False,0055o000002KxaMAAS,2025-11-24T17:41:43.000+0000,0055o000002KxaMAAS,2025-11-24T17:41:44.000+0000,0055o000002KxaMAAS,2025-11-24T17:41:44.000+0000,(780)710-0452,(780) 710-0452,ferris.fan@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYhKCYA0,False,,23984089,0030A0000029Uo2QAE,0010A000002vuraQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:40:42.000+0000,False,False,005OH00000245RQYAY,2025-11-24T18:40:42.000+0000,005OH00000245RQYAY,2025-11-24T18:40:42.000+0000,005OH00000245RQYAY,2025-11-24T18:40:42.000+0000,(418)871-6663,,p.guerin@synergiepatrimoine.com,(418)871-9419,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYhNRYA0,False,,23982780,0030A00000CBJpCQAX,0010A00000CloKdQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Hello Pushpinder, 

Thank you for contacting Workspace Support. It was our pleasure in helping you gain access to your Workspace Account. 

Your New Business App Co-Ordinator is Nancy Savignano. Their contact number is 647-265-4104 or via email at NBInquiry.Team5@canadalife.com. 

Your voice matters! Let us know what you thought about the quality of the service provided today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T18:42:51.000+0000,False,False,005OH00000BFQFGYA5,2025-11-24T18:22:53.000+0000,005OH00000BFQFGYA5,2025-11-24T18:43:07.000+0000,005OH00000BFQFGYA5,2025-11-26T16:10:01.000+0000,(416)910-6400,,admin@canadianlic.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYi9jYAC,False,,23979758,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:41:27.000+0000,False,False,005OH000005URvxYAG,2025-11-24T17:41:27.000+0000,005OH000005URvxYAG,2025-11-24T17:41:27.000+0000,005OH000005URvxYAG,2025-11-24T17:41:27.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYjSOYA0,False,,23982003,003G0000018f7BjIAI,0010A000002wPFhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Issue - Follow up,Medium,"MGA:  https://lifeco.lightning.force.com/lightning/r/Contact/0035o000004HGrcAAG/view


Hi @Workspace Service Leaders,

We are escalating an issue where an advisor is unable to download their CRM data extract. Below are the details:

User Details:
•	Name: Amy Lee
•	Email: amy@amy-lee.ca
•	Salesforce ID: 0050A000001gNDDQA2

Issue Summary:

The advisor clicked the CRM data download link in Workspace and was redirected to a SharePoint page displaying the error:
""You need permission to access this item.""

Troubleshooting Completed:

•	Verified correct Workspace email was used.
•	Cleared browser cache and cookies.
•	Closed all browser windows and restarted the browser.
•	Logged back into Workspace and retried download link.
•	Issue persists after these steps.
•	
Please advise on next steps or re-enable access if required.
Thank you,



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Workspace Support 
Sent: Thursday, November 27, 2025 1:54 PM
To: Lee, Amy <amy@amy-lee.ca>
Subject: CRM Decom Known Issue - Do Not Have Access error when trying to download - C24107559

Hi Amy,. 

As discussed, we’ve escalated your CRM download issue to our second level support team. 

We will communicate with you once an update is available. 

Have a wonderful day. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Thurs or Friday is 1:30 - 3:00

Thank you 
519-890-8649
Amy Lee, RRC
Financial Security Advisor
www.amy-lee.ca


I am available after 4:00 today for a call 

Thank you 

Amy Lee, RRC
Financial Security Advisor
www.amy-lee.ca




Hi Amy,

Can you provide your availability for a phone call? 

Have  a wonderful day!


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 





Hi Amy,

Can you provide your availability for a phone call? 

We will help you unlock your MGA User ID and complete your Workspace MGA account registration during the call. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Amy Lee <amy@amy-lee.ca> 
Sent: Monday, November 24, 2025 10:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Login - C23982003

The WS MGA account. Thank you Amy Lee RRC www. amy-lee. ca 519-890-8649 From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Monday, November 24, 2025 1: 14: 56 PM To: Amy Lee <amy@ amy-lee. ca> Cc: Distribution Methodology
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
The WS MGA account.

Thank you 


Amy Lee  RRC

www.amy-lee.ca
519-890-8649


Hi Amy, 

Thank you for contacting Workspace Support.  

Are you having issues login to your Workspace Direct (ADSL) account? Or do you need help registering to your Workspace MGA account? 😊



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Friday, November 21, 2025 9:09 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Lee, Amy <amy@amy-lee.ca>
Subject: FW: Login 

Hi team,

Can you please assist Amy on Workspace login and CRM related inquiry?

The below is Amy’s user ID for each channel

MGA Workspace: LL30406@clext
CL Direct Workspace: CL30406@clext

Thank you,


Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Amy Lee <amy@amy-lee.ca> 
Sent: November-21-25 09:44 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Login 

May I please get the login code and will this be like a CRM client info access? Thank you Amy Lee RRC www. amy-lee. ca 519-890-8649                                                                                                              
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
May I please get the login code and will this be like a CRM client info access?

Thank you 

Amy Lee  RRC

www.amy-lee.ca
519-890-8649",True,2025-11-27T22:21:10.000+0000,False,False,0055o000001zVCKAA2,2025-11-24T18:12:30.000+0000,0055o000001zVCKAA2,2025-11-27T22:21:10.000+0000,0055o000001zVCKAA2,2025-11-27T22:21:10.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYlifYAC,False,,23980399,003G0000018f7STIAY,0010A000002wPZ3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T17:49:55.000+0000,False,False,0055o000002KxaMAAS,2025-11-24T17:49:55.000+0000,0055o000002KxaMAAS,2025-11-24T17:49:56.000+0000,0055o000002KxaMAAS,2025-11-24T17:49:56.000+0000,(780)439-3610,,brad@monetaplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYlpDYAS,False,,23986452,003G0000018f7MLIAY,0010A000002wPS0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:12:08.000+0000,False,False,0055o000002KxaMAAS,2025-11-24T19:12:08.000+0000,0055o000002KxaMAAS,2025-11-24T19:12:08.000+0000,0055o000002KxaMAAS,2025-11-24T19:12:08.000+0000,(403)680-0710,(403) 680-0710,yuri@satofinancialyyc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYn4fYAC,False,,23983578,003OH00000AEWggYAH,001OH00000COt6CYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:33:35.000+0000,False,False,005G0000002gxxjIAA,2025-11-24T18:33:35.000+0000,005G0000002gxxjIAA,2025-11-24T18:33:35.000+0000,005G0000002gxxjIAA,2025-11-24T18:33:35.000+0000,(450)252-2012,,jboudreault@martinbernard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYodUYAS,False,,23986077,0031600002XcEdcAAF,0010A000002wOBeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:07:06.000+0000,False,False,0055o000002KxaMAAS,2025-11-24T19:07:06.000+0000,0055o000002KxaMAAS,2025-11-24T19:07:06.000+0000,0055o000002KxaMAAS,2025-11-24T19:07:06.000+0000,(403)988-8499,(403) 988-8499,lily.jia@calgrouplimited.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYpuLYAS,False,,23981268,003OH000007PhIoYAK,001OH0000098UFFYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:02:12.000+0000,False,False,0055o000002KxmIAAS,2025-11-24T18:02:12.000+0000,0055o000002KxmIAAS,2025-11-24T18:02:12.000+0000,0055o000002KxmIAAS,2025-11-24T18:02:12.000+0000,(416)722-8675,,nav@randhawainsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYqDmYAK,False,,23992394,0031600002MCdm3AAD,0010A000002wNZuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- UserID Repnet,Medium,"User is trying to register for his User ID for MGA. Used Logmein123 to guide user to register for User ID. 

Email: gord@bmfgroup.ca 
Code: H7690

************************************************
Good afternoon, 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with registering for your User ID (formerly known as RepNet). Now that you are registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T20:46:04.000+0000,False,False,005OH00000BG5v4YAD,2025-11-24T20:33:03.000+0000,005OH00000BG5v4YAD,2025-11-24T20:46:04.000+0000,005OH00000BG5v4YAD,2025-11-24T20:46:04.000+0000,(613)544-9600,(613) 577-3638,gord@bmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYrPtYAK,False,,23981669,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:07:37.000+0000,False,False,005OH000005URvxYAG,2025-11-24T18:07:37.000+0000,005OH000005URvxYAG,2025-11-24T18:07:37.000+0000,005OH000005URvxYAG,2025-11-24T18:07:37.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYrRaYAK,False,,23986988,0030A0000029dI5QAI,0010A000002w1r0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnecting MFA,Medium,"***DDS*** 11/24/25
Name: mary neal
Phone: 250-882-9970
Agent code: B8593
Reference: KB0020738 

Hello Mary, 

Thank you for contacting Workspace Support today regarding Disconnecting MFA 

To recap our call, 

Verified Mary
Disconnected MFA
Mary connected to google authenticator
Had Mary log out and back in again to make sure she is able to log back in.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-24T19:46:24.000+0000,False,False,005OH00000BGeeHYAT,2025-11-24T19:19:44.000+0000,005OH00000BGeeHYAT,2025-11-24T19:46:24.000+0000,005OH00000BGeeHYAT,2025-11-24T19:46:24.000+0000,(250)597-2266,,maryel.neal@nbhlfinancial.ca,(888)302-3637,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYrY4YAK,False,,23983797,003G0000018f7iwIAA,0010A000002wPpKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:36:21.000+0000,False,False,0050A000001o2WeQAI,2025-11-24T18:36:21.000+0000,0050A000001o2WeQAI,2025-11-24T18:36:22.000+0000,0050A000001o2WeQAI,2025-11-24T18:36:22.000+0000,(709) 722-8060,(709) 746-0339,carson.thistle@thistlefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYrcnYAC,False,,23981715,0030A0000052RFNQA2,0010A000005nn6QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"MFA set up successfully

================

Hi Mark,

Thank you for contacting the workspace support about resetting your multi-factor authenticator app/MFA

We have successfully reset your MFA into your new phone and confirmed access to workspace after going through the process.

Appreciate your time and cooperation with the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T18:20:31.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T18:08:15.000+0000,005OH00000BFPZHYA5,2025-11-24T19:56:43.000+0000,005OH00000BFPZHYA5,2025-11-24T19:56:43.000+0000,(403)328-2700X232,,mark.kolle@live.ca,(403)328-2776,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYrw9YAC,False,,23981795,003G0000018f6XpIAI,0010A000002wOUuQAM,,,,,,,012OH000000ijW5YAI,Open,,Email,,Workspace login issue,Medium,"****DDS****11/24/25 

User is unable to sign into WS due to err code ERR-W1911 - verified SF and noticed the acct is locked and a PW reset is required.
Sent FU email to provide best time and date for a call back 
============================================================================================= 
 
****Email Chain****

Hello Nancy,

Thank you for contacting Workspace Support regarding the login issue I tried connecting you with you earlier, but you were unavailable.
 
Please provide your availability for a call back as we will need to authenticate you before resolving the login issue. I am in the office until 7:00pm EST today, alternately you can contact our team directly at your convenience at 1-888-999-4516.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Nancy Koebel <Nancy.Koebel@lyfestylefinancial.ca> 
Sent: November 22, 2025 1:26 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Error message on workspace

Hi I am not able to access workspace. . Error message: ERR-W1911 Thanks Nancy Nancy J. Koebel Insurance Planner Lyfestyle Financial Inc Investment Representative Quadrus Investment Services Ltd. Office: 519-744-5433 Fax: 519-578-2121 www. lyfestyle. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi 

I am not able to access workspace..Error message:  ERR-W1911

Thanks
Nancy

Nancy J. Koebel 
Insurance Planner
Lyfestyle Financial Inc                       
Investment Representative 
Quadrus Investment Services Ltd. 
Office: 519-744-5433 
Fax: 519-578-2121
www.lyfestyle.ca
Please click HERE to book an appointment with me! 
     
We make a living by what we get. We make a life by what we give.  
....................Winston Churchill
""Specializing in Lyfestyle Dreams""
The greatest compliment you can give me is the referral of friends and family.  You can send a referral through my website.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. Unsubscribe",False,,False,False,005OH0000097FtCYAU,2025-11-24T18:09:18.000+0000,005OH0000097FtCYAU,2025-11-24T18:14:48.000+0000,005OH0000097FtCYAU,2025-11-24T18:14:48.000+0000,(519)744-5433,(519) 744-0131,nancy.koebel@lyfestylefinancial.ca,(519)578-2121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYrxtYAC,False,,23984766,0030A00000BJyznQAD,0010A00000BuLN6QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Wants to access workspace,Medium,"Caller's Name: Pamela Zwicky 
Advisor or support staff: Advisor 
Advisor Code: D3615
Advisor Name: Pamela Zwicky 	
Phone: (250) 658-1299
Email: pamela.zwicky@edwardjones.com		
1. Siebel verification: completed
2. Last Login to Workspace: 
Issue: Workspace access, couldn't access earlier. signed in now
Has a Link from Edward Jones on what a seg fund is, when trying to access it, it takes her to sign into repnet--Seg fund summary -general handout about what a seg fund is.
wants to know where she can find that in Workspace

Spoke to Jason at Assist Desk, he noted she should contact her regional sales (RSA) or she can also try relay chat.

call was disconnected, called her back at (250) 658-1299, she was busy, left message with reception that I would email the details.

RESOLUTION: advised to contact her regional sales (RSA) or she can also try relay chat.

--------------------------------------***DDS  11/24/2025***--------------------------
Hello Pamela, 

Thank you for contacting Workspace Support today regarding accessing the Seg Fund summary handout to clients. 

Sorry our call was disconnected. 

As discussed, when attempting to access the link you have from Edward Jones, you’re being prompted to sign into Repnet and then from there, you’re prompted to sign back into Workspace.

To get this summary/more information details on what a Seg Fund is, please reach out to your regional sales associate (RSA) Teri Kokaritis (403) 663-2512 or (403) 988-2135, teri.kokaritis@canadalife.com for assistance.

You can also try to chat online within Workspace with our team that handles forms/processes to see if they’re able to offer you any assistance regarding this. 

 


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T19:15:44.000+0000,False,False,005OH00000AUS7aYAH,2025-11-24T18:49:55.000+0000,005OH00000AUS7aYAH,2025-11-24T19:15:45.000+0000,005OH00000AUS7aYAH,2025-11-24T19:15:45.000+0000,(250)658-1299,,pamela.zwicky@edwardjones.com,(877)335-9358,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYsFWYA0,False,,23982153,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,transferring from family trust to individual plans.,True,2025-11-24T18:21:34.000+0000,False,False,005OH000006uYrkYAE,2025-11-24T18:14:26.000+0000,005OH000006uYrkYAE,2025-11-24T18:21:35.000+0000,005OH000006uYrkYAE,2025-11-24T18:21:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYsFaYAK,False,,23984664,0030A0000029kIOQAY,0010A000002w7eQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect secure link.,Medium,"***DDS*** 11/24/25
Name: Daniel Aviles
Phone: 604-780-1601
Agent code: E5088

Advisor’s name & phone number
Application number 60919655-6
ISAM ID (@clext)djaviles@clext
Description of the issue: requesting Simple protect secure link.

sent request to DDS Leaders.",True,2025-11-24T18:48:26.000+0000,False,False,005OH00000BGeeHYAT,2025-11-24T18:48:26.000+0000,005OH00000BGeeHYAT,2025-11-25T21:03:37.000+0000,005OH00000BGeeHYAT,2025-11-25T21:03:37.000+0000,(778)897-0211,,kmakievski@stalwartinsurancegroup.com,(604)111-1111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYsSRYA0,False,,23983731,003G0000018f7iwIAA,0010A000002wPpKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:35:36.000+0000,False,False,0050A000001o2WeQAI,2025-11-24T18:35:36.000+0000,0050A000001o2WeQAI,2025-11-24T18:35:36.000+0000,0050A000001o2WeQAI,2025-11-24T18:35:36.000+0000,(709) 722-8060,(709) 746-0339,carson.thistle@thistlefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYstuYAC,False,,23985638,0030A0000029mPbQAI,0010A000002w9PPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"*** DDS Nov 24th, 2025 ***
User cannot find policy 4584856 (GWL) for Paul Orfali (697578). Type is GIIP, not on Workspace. So redirected to CSC or RSA.
============
Bonjour Lydia,

C’était un palisir de vous parler aujourd’hui concernant des polices n’étant pas affichées dans l’Espace Affaires.

La police 4584856 sous Paul Orfali est un type de police de la Great-West-Life n’étant pas transférée sur l’Espace Affaires. Malheureusement je ne sais pas quand le transfert de ces polices se fera.

Pour avoir plus d’information sur la police, vous pouvez contacter le Centre de Service aux Clients (1-888-252-1847) et pour toute question sur l’obtention d’une liste de clients GWL pour Paul, vous pouvez contacter Josée Ledoux à josee.ledoux@canadavie.com. 

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-24T19:17:50.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-24T19:01:29.000+0000,005OH00000AbJ7aYAF,2025-11-24T19:23:17.000+0000,005OH00000AbJ7aYAF,2025-11-24T19:23:17.000+0000,(613)266-1564,,paul.orfali@gmail.com,(613)695-7527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYtI4YAK,False,,23985654,003G0000018f716IAA,0010A000002wP4RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Kirk,

As mentioned in my previous email, please see password below for your password-protected Excel file:
JVLD7MYZR8

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Kirk,

Please find the attached file of the requested Wealth Fund Client Listings report. A separate Password Email will follow to access this password-protected Excel file.

Please note this Excel file has been filtered to show SegFunds only. To view other Product Kind, please select the drop-down box at Column K in this file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good afternoon Alexandra,

Our team is looking into this request now. Once it is complete, it will be sent to the advisors directly due to client sensitive data and security protocols. 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Neff, Alexandra <Alexandra.Neff@canadalife.com> 
Sent: November 19, 2025 3:52 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: MWFG Segregated Fund Business List Inquiry

Good afternoon, 

Please pull the following lists for the Moore Wrinn Financial Group

1.	A list of clients and accounts holding segregated funds on the old London Life platform
2.	A list of clients and accounts with Canada Life segregated funds held within registered accounts
•	If it’s more efficient, we’re also happy to receive a complete list of all clients and accounts with Canada Life segregated funds (non-registered included)

Please ensure the list includes all relevant advisor and dealer codes under our firm, which are as follows:
Kirk Wrinn
•	14437
•	29084
•	30041
•	18675

Brandon Brisbois
•	32746
•	39784

Kirk Winn/Brandon Brisbois
•	20131

Tomas Yachmenev
•	18351

Let me know if you require additional information. Thank you!

Kind regards, 

Alexandra Neff
Regional Sales Associate | Wealth Management
alexandra.neff@canadalife.com | (416)-552-5856
330 University Avenue
Toronto, ON M5R 1G8

 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Olegario, Susan 
Sent: November 19, 2025 3:02 PM
To: Neff, Alexandra ; Monopoli, Sue 
Subject: RE: MWFG Segregated Fund Business List Inquiry

Hello,

I believe this is not for the administration are to handle, probably Wealth reporting.

Thanks,

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.

Susan Olegario 
Senior Customer Service Specialist
Wealth Operations, Individual Customer-T424(4B)
E-mail: Susan.Olegario@canadalife.com
Phone: 548-485-5017 Fax: 1-866-861-9141

Looking for quick access to info about your investments, savings and insurance products?
Register for My Canada LifeTM today to find everything in one convenient place
https://www.canadalife.com/gopaperless1


 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Neff, Alexandra <Alexandra.Neff@canadalife.com> 
Sent: November 19, 2025 2:28 PM
To: Olegario, Susan <Susan.Olegario@canadalife.com>; Monopoli, Sue <Sue.Monopoli@canadalife.com>
Subject: FW: MWFG Segregated Fund Business List Inquiry
Importance: High

Good afternoon,

I am hoping that one of you will be able to investigate this further and provide me with the information needed for our advisors. Please let me know if this is something that should be sent to wealth reporting. Thank you in advance!

Kind regards, 

Alexandra Neff
Regional Sales Associate | Wealth Management
alexandra.neff@canadalife.com | (416)-552-5856
330 University Avenue
Toronto, ON M5R 1G8

 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Tomas Yachmenev <tomas@mwfg.ca> 
Sent: November 18, 2025 4:43 PM
To: Esen, Cem <Cem.Esen@canadalife.com>; Cooke, MacKenzie <Mackenzie.Cooke@canadalife.com>
Cc: Wrinn, Kirk <kirkwrinn@mwfg.ca>; Brisbois, Brandon <brandonbrisbois@mwfg.ca>
Subject: [EXT] MWFG Segregated Fund Business List Inquiry
Importance: High

Good day Cem and Mackenzie, Hope you're doing well. At the firm level, we are currently in the process of reevaluating our segregated fund book of business. As part of this review, we would greatly appreciate your assistance in compiling the
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ZjQcmQRYFpfptBannerEnd
Good day Cem and Mackenzie,

Hope you're doing well. At the firm level, we are currently in the process of reevaluating our segregated fund book of business. As part of this review, we would greatly appreciate your assistance in compiling the following information:
1.	A list of clients and accounts holding segregated funds on the old London Life platform
2.	A list of clients and accounts with Canada Life segregated funds held within registered accounts
•	If it’s more efficient, we’re also happy to receive a complete list of all clients and accounts with Canada Life segregated funds (non-registered included)

Please ensure the list includes all relevant advisor and dealer codes under our firm, which are as follows:
Kirk Wrinn
•	14437
•	29084
•	30041
•	18675

Brandon Brisbois
•	32746
•	39784

Kirk Winn/Brandon Brisbois
•	20131

Tomas Yachmenev
•	18351

Let us know if any additional information is needed from our side to complete this request. We’re hoping to move forward with our internal analysis soon, so a timeline on when you expect to have this available would be appreciated as well.

Thanks in advance for your help.

Kind Regards,

Tomas Yachmenev
Financial Advisor
Moore Wrinn Financial Group	Investment Representative
Quadrus Investment Services Ltd.
Phone: 613-224-8452 Ext 229
Website | Facebook | Linkedin
Ottawa: 112 Kent St. Suite 710, Ottawa, ON K1P 5P2
Cornwall: 705 Cotton Mill St. Suite 119, Cornwall, ON K6H 7K7
This email and any attachments are confidential and intended solely for the recipient named. If you receive it in error, please notify me immediately and delete it. Unauthorized copying or distribution is prohibited. To unsubscribe, reply with 'unsubscribe'.",True,2025-11-24T19:01:42.000+0000,False,False,005OH0000071DK9YAM,2025-11-24T19:01:42.000+0000,005OH0000071DK9YAM,2025-11-24T19:01:42.000+0000,005OH0000071DK9YAM,2025-11-24T19:01:42.000+0000,(613)224-8452,(613) 889-8452,kirkwrinn@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYu4PYAS,False,,23982260,0030A0000052RFNQA2,0010A000005nn6QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for final athentication,True,2025-11-24T18:31:34.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T18:15:55.000+0000,005OH00000BFPZHYA5,2025-11-24T18:31:34.000+0000,005OH00000BFPZHYA5,2025-11-24T18:31:34.000+0000,(403)328-2700X232,,mark.kolle@live.ca,(403)328-2776,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYuHOYA0,False,,23987735,0035o000007ah1DAAQ,0015o000008HBQHAA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration Inquiry,Medium,"****DDS****11/24/25 
Assisted user to create their user ID after completing authentication.
Advised user to wait 48 hours before registering to WS. 
============================================================================================= 
 
****Email Chain****

Good day Geoff,

Thank you for contacting Workspace Support regarding access to your MGA account.

I’m glad I was able to assist you locate the email with your activation credentials and you created a User ID for your MGA Workspace account. As earlier mentioned, please wait two business days before registering for Workspace.

I have also provided steps and screenshots below for the registration process.
 
1. Follow the registration link
•	https://workspace.canadalife.com/registration
•	https://espaceaffaires.canadavie.com/inscription
 
2. Enter the RepNet user ID and Password you created 11/24/2025
 
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
 
7. A verification email will be sent to your email address
 
 
 
 
8. Verify the email by clicking Verify Now. Your account will be activated once the email is verified
 
 
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.canadalife.com
•	https://espaceaffaires.canadavie.com
 
 
 
11. You then enter your email and password to access Workspace.
 
If you need any assistance with registering, please reach out to us and we can set up a time to call and go over the steps with you.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: November 24, 2025 7:48 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Dempster, Geoffrey <geoff@carletonfs.com>; Bowmaster, Victoria M <victoria@carletonfs.com>
Subject: FW: URGENT - MGA Workspace password issue - Goeff Dempster

Please provide a password reset for Geoff Dempster for his MGA Workspace acct.


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.




From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Thursday, November 13, 2025 11:36 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Victoria Bowmaster <victoria@carletonfs.com>; Geoff Dempster <geoff@carletonfs.com>
Subject: URGENT - MGA Workspace password issue - Goeff Dempster
Importance: High

HI there,

Geoff is not receiving the email link to reset his password. Can you please assist with this as Geoff is trying to link his MGA Workspace account on the AC platform.

Please copy all on the response back. 

Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-11-24T19:49:46.000+0000,False,False,005OH0000097FtCYAU,2025-11-24T19:29:31.000+0000,005OH0000097FtCYAU,2025-11-24T19:49:47.000+0000,005OH0000097FtCYAU,2025-11-24T19:49:47.000+0000,(613)858-1117,(613) 858-1117,geoff@carletonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYuScYAK,False,,23983729,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:35:36.000+0000,False,False,005OH000005URvxYAG,2025-11-24T18:35:36.000+0000,005OH000005URvxYAG,2025-11-24T18:35:36.000+0000,005OH000005URvxYAG,2025-11-24T18:35:36.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYvOjYAK,False,,23984162,0030A0000029Uo2QAE,0010A000002vuraQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:41:49.000+0000,False,False,005OH00000245RQYAY,2025-11-24T18:41:49.000+0000,005OH00000245RQYAY,2025-11-24T18:41:49.000+0000,005OH00000245RQYAY,2025-11-24T18:41:49.000+0000,(418)871-6663,,p.guerin@synergiepatrimoine.com,(418)871-9419,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYvOlYAK,False,,23985153,003G0000018f6S8IAI,0010A000002wOOTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,GBP Error - “Error creating plan. Please contact your administrator.” - WSL/INC1873348,Medium,"*** DDS 04DEC2025 ***
had another meeting with Joe, discussed issues with his own account in GPB, tested his other client accounts in GBP, working as expected

also discussed CRM extract - he has noticed potential missing data. Cohort 6C - has TSP Zia Hameed, sending doc on how to review data

*** DDS 02DEC2025 ***
met with user, DAS confirmed known issue with Joe's individual account, please see INC for correspondence

*** DDS 28NOV2025 ***
emailed user to archive co-client account as well and try to launch individual plan again

*** DDS 27NOV2025 ***
INC1873348 submitted to DAS

Advisor: Joe Terejko
Issue: Advisor cannot launch their Conquest plan directly from their individual Workspace record.

When clicking Launch Plan on Joe’s individual record, an error appears:
“Error creating plan. Please contact your administrator.”
After dismissing the error, the system redirects to Joe Terejko’s client list in Conquest, requiring the advisor to manually search for their plan.
The plan exists in Conquest under Joe & Mary Terejko (joint record), not Joe’s individual record.
Advisor expects to access the plan from their original Workspace record where it was set up.

Additional Context:

Advisor initially reported a separate error when trying to download updated data for Joe & Mary:
“The source system returned an error while attempting to retrieve integrated data (INT-DC-001-500).”
This error is explained in KB0022309: occurs when a plan has more than 15–20 assets. Joe’s record has 21 policies, exceeding the system limit.
Advisor understands manual entry is an option but states the main concern is launching the plan from Workspace without errors.

=======================emails========================
Hello Joe,

Great speaking with you again today. I am glad we were able to test and make sure that GBP was working as expected for your other clients with a joint plan. I have discussed the issue of your CRM extract potentially missing your client files/uploaded notes with my leadership team. @Hameed, Zia Can you please reach out to Joe to assist? He provided an example of a client with non REQ files that were uploaded prior to the CRM extract Created Date that were not included in his file. 

Resources on upcoming changes to Workspace's CRM function

As we discussed, don’t hesitate to reach out to our team if there is anything I can assist with in the future or if you have any questions. 😊

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 2:29 PM
To: Terejko, Joe (Adkins Financial) <joe.terejko@adkinsfinancial.com>
Subject: RE: Conquest - C23985153/INC1873348

H Joe,

I’ll call you shortly after 3pm EST today.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Joe Terejko <joe.terejko@adkinsfinancial.com> 
Sent: December 4, 2025 1:33 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Conquest - C23985153/INC1873348

I have a meeting from 2-3 but I am free after that or tomorrow morning. This afternoon would be preferable if possible. Thank you Joe Terejko, B. A. ,CFP,CLU,CH. F. C. ,CHS Certified Financial Planner Investment Representative Quadrus Investment
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I have a meeting from 2-3 but I am free after that or tomorrow morning. This afternoon would be preferable if possible. Thank you


Joe Terejko, B.A.,CFP,CLU,CH.F.C.,CHS
Certified Financial Planner
Investment Representative
Quadrus Investment Services Ltd.


 
Office: 519 758-8067


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
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From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 1:03 PM
To: Joe Terejko <joe.terejko@adkinsfinancial.com>
Subject: RE: Conquest - C23985153/INC1873348

Hi Joe,

I just called and got your VM. I need to step away for the next hour but I am available after 2:00pm EST today and tomorrow 8am-4pm EST. Let me know what works best for you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Joe,

I am reaching out from Workspace Support regarding the Conquest issue below. Conquest supports only one plan per client, either as a client or as a co-client. I know you had already archived Mary’s plan; can you please try archiving the Co-client plan as well and then create your individual plan after? If you are still running into an issue after completing these steps, please provide your availability for a call so I can capture some screenshots for our developers to raise to Conquest.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hi @Workspace Service Leaders

User is getting the error “Error creating plan. Please contact your administrator” when trying to launch his plan in Workspace to resume working on the plan. 

User is launching from : https://workspace.canadalife.com/s/account/0010A00000AWC2iQAH/joseph-w-terejko 

 

When searching in Conquest, plan 38880 is found which seems to be a co-plan with Mary: 


 

There was another plan just for Mary (plan ID 215702). We archived it since the user doesn’t need it. 

We’ve also merged a Prospect with Mary’s client page during our call. User is an advisor. Their email address is joe.terejko@adkinsfinancial.com. 

Let me know if you have any questions.



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.






From: Joe Terejko <joe.terejko@adkinsfinancial.com> 
Sent: Tuesday, November 25, 2025 1:13 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Conquest - C23985153

I’m available from 12 noon tomorrow until about 2 ish if that works? Joe Terejko, B. A. ,CFP,CLU,CH. F. C. ,CHS Certified Financial Planner Investment Representative Quadrus Investment Services Ltd. Office: 519 758-8067 The contents of this communication,
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I’m available from 12 noon tomorrow until about 2 ish if that works?


Joe Terejko, B.A.,CFP,CLU,CH.F.C.,CHS
Certified Financial Planner
Investment Representative
Quadrus Investment Services Ltd.


 
Office: 519 758-8067


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 2:55 PM
To: Joe Terejko <joe.terejko@adkinsfinancial.com>
Subject: RE: Conquest - C23985153

Hi Joe, 
 
Can you provide your availability for a phone call tomorrow or later this week so that we can review your issue?

First thing I see from your screenshot is that you are trying to launch the plan from your own client page : https://workspace.canadalife.com/s/account/0010A00000AWC2iQAH/joseph-w-terejko?tabset-15dae=3
 
But the existing plan is a co-client plan (Joseph Terejko & Mary Terejko): 
 
 
 
Which might explains why you are getting this error: 
 
 
 
As mentioned before, the other error ((“The source system returned an error while attempting to retrieve integrated data. (http://problems.conquestplanning.com/INT-DC001-500)” is linked to the number of policies exceeding Conquest import limit. 
 
We will review your plans during the call. If we are not able to troubleshoot your issue, we will escalate your issue to the appropriate team. 
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Joe Terejko <joe.terejko@adkinsfinancial.com> 
Sent: Monday, November 24, 2025 12:28 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Conquest - C23985153
 
That’s fine manually entering data, but that isn’t my problem. The problem is just launching the Conquest plan from my record in WorkSpace. See screenshot error “error creating Plan”. Then when I hit dismiss or wait, it takes me to Joe Terejko’s
That’s fine manually entering data, but that isn’t my problem.  The problem is just launching the Conquest plan from my record in WorkSpace.  See screenshot error “error creating Plan”.
Then when I hit dismiss or wait, it takes me to Joe Terejko’s client list, where I have to search for my record and then it shows up as joint. (see screen shot)
I should just be able to access Conquest using my record in Workspace as that is where I originally set it up.  Thanks
 
 
Joe Terejko, B.A.,CFP,CLU,CH.F.C.,CHS
Certified Financial Planner
Investment Representative
Quadrus Investment Services Ltd.
 
 
 
Office: 519 758-8067
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 24, 2025 1:57 PM
To: Joe Terejko <joe.terejko@adkinsfinancial.com>
Subject: RE: Conquest - C23985153
 
Hi Joe, 
 
Thank you for contacting Workspace Support.  
 
We reviewed the screenshot you attached for your own Conquest plan. It appears that this plan has a large number of assets (21 policies). When a plan exceeds approximately 15–20 assets, Conquest is unable to retrieve integrated data from the source systems, which results in the error message you encountered.
 
Unfortunately, the system cannot automatically download all data in this scenario. The recommended approach is to manually add the accounts and insurance policies within Conquest. You can do this by opening the plan, navigating to the Accounts or Insurance Policies section, and entering the details manually. This ensures the plan remains complete and accurate even when automated syncing is not possible.
 
 
To manually add policies in Conquest, you can use the Add account feature: 
 

 
 
 
 
 
 
 
Could you also send us a screenshot of the issue you are experiencing with Scott and Susan Klein? This will help us review the specific error for those clients and determine the best resolution.
 
We appreciate your patience and collaboration.
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Joe Terejko <joe.terejko@adkinsfinancial.com> 
Sent: Thursday, November 20, 2025 1:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Conquest
 
When attempting to import data for some clients or even opening a previous plan, I receive error messages. For example, I go to myself as a client, click on launch plan, then an error comes up “ Error creating plan. Please contact your
 
When attempting to import data for some clients or even opening a previous plan, I receive error messages.  For example, I go to myself as a client, click on launch plan, then an error comes up “ Error creating plan. Please contact your administrator.”   I click on “Dismiss” and “Joe Terejko’s client list” comes up.  I type in the last name “Terejko” and my plan comes up.  There isn’t even an option to download new client data.  Another example is Klein.  Scott and Susan Klein come up, who I’ve created a plan for already, attempt to download updated data and error: 
“The source system returned an error while attempting to retrieve integrated data. (http://problems.conquestplanning.com/INT-DC001-500)”
 
I shared my screen with Conquest support (Dylan) and it appears that it isn’t a linking issue, but something else.  For example under my own case, I’ve attached screen shots of error messages. Please assist. Thanks
 
 
Joe Terejko, B.A.,CFP,CLU,CH.F.C.,CHS
Certified Financial Planner
Investment Representative
Quadrus Investment Services Ltd.
 
 
 
Office: 519 758-8067
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.",True,2025-12-02T17:13:29.000+0000,False,False,005OH000006wv2TYAQ,2025-11-24T18:55:05.000+0000,0055o000001zVCKAA2,2025-12-04T20:45:01.000+0000,005OH000006wv2TYAQ,2025-12-04T20:45:01.000+0000,(519)758-8067,,joe.terejko@adkinsfinancial.com,(519)720-6904,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYvqCYAS,False,,23986661,003OH00000Y0rVOYAZ,001OH00000gdV8eYAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login issue,Medium,"****DDS****11/24/25
User  confirmed the login issue has been resolved.

****DDS****11/24/25 
SF shows 3 successful logins on 11/24/2025 - advised user to provide call back availability if they are still experiencing the login issue 
============================================================================================= 
 
****Email Chain****

Hi David,

Thank you for your email.

I’m happy to hear that the issue has been resolved, I will now proceed to close this ticket.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: David Guerard <David.Guerard@manulifewealth.ca> 
Sent: November 24, 2025 12:25 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Problem with my Canada Life onboarding - 23986661

The issue has been resolved, thanks for the follow-up De : CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Date : lundi, 24 novembre 2025 à 14: 24 À : David Guerard <David. Guerard@ manulifewealth. ca> Objet : RE: Problem with
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The issue has been resolved, thanks for the follow-up

De : CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Date : lundi, 24 novembre 2025 à 14:24
À : David Guerard <David.Guerard@manulifewealth.ca>
Objet : RE: Problem with my Canada Life onboarding - 23986661
Hello David,
 
Thank you for contacting Workspace Support regarding the login issue.
 
Our systems indicate you signed in successfully into your account today. If you’re still encountering a login issue, please send us a screenshot of the error message including the URL at the top of the page. Kindly provide your availability for a call back as we will need to authenticate you before resolving the login issue. I am in the office until 7:00pm EST today, alternately you can contact our team directly at your convenience at 1-888-999-4516.
 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 
 
  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: David Guerard <David.Guerard@manulifewealth.ca>
Sent: November 24, 2025 7:21 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Problem with my Canada Life onboarding
 
Hi, I am a licensed insurance broker and I got my Canada Life code last week, after creating my username. I tried to log in but it didn’t work. Can you help me please? Call me on my personal phone at 581-578-0936 or email to schedule a quick
Hi, 
 
I am a licensed insurance broker and I got my Canada Life code last week, after creating my username. I tried to log in but it didn’t work. 
 
Can you help me please? Call me on my personal phone at 581-578-0936 or email to schedule a quick TEAMS. 
 
Sincerely, 
 
 
David Guerard
Adjoint au développement des affaires | Diligence Gestion de Patrimoine
C     david.guerard@manulifewealth.ca
T     581-701-7018
F     581-491-1199
B     581-873-5188
 
420 – 725 Boulevard Lebourgneuf
Québec, QC, G2J 0C4
T 581-873-5188; F 581 491-1199
 
 
Gestion de Patrimoine Manuvie inc. est membre du Fonds canadien de protection des investisseurs (FCPI).
 
AVIS : Le présent message ne s’adresse qu’au destinataire et ne doit pas être rendu public. L’expéditeur de ce message n’est responsable que de l’envoi au destinataire mentionné ci- dessus. Tous les renseignements dans ce message sont confidentiels et doivent être considérés comme tels. Si vous préférez ne plus recevoir ces courriels, veuillez répondre à ce message et inscrire
« Désabonnement » dans le champ Objet.
 
Veuillez ne pas envoyer d’instructions à l’égard d’une opération par courriel, car il n’est pas garanti qu’elles soient reçues et exécutées en temps opportun et de façon précise. Veuillez communiquer directement avec moi au (581) 873-5188.",True,2025-11-24T19:18:24.000+0000,False,False,005OH0000097FtCYAU,2025-11-24T19:15:12.000+0000,005OH0000097FtCYAU,2025-11-24T20:54:07.000+0000,005OH0000097FtCYAU,2025-11-24T20:54:07.000+0000,(581)873-5188,,david.guerard@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYwvqYAC,False,,23983199,003G0000018f7jXIAQ,0010A000002wPpvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Caller wanted assistance with creating an illustration , however they did not want to log into workspace to do that.
*********
Hi Ronald , thank you for contacting the workspace support today.

To recap our call, you wanted assistance with creating a web illustration here at workspace support we do not generate Illustrations, you will need to sign into Workspace or send an email to HeadOfficeQuoteSupport@canadalife.com.




The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T18:40:39.000+0000,False,False,005OH00000BFQFCYA5,2025-11-24T18:28:35.000+0000,005OH00000BFQFCYA5,2025-11-24T18:44:18.000+0000,005OH00000BFQFCYA5,2025-11-24T18:44:18.000+0000,(709)576-1669,(709) 682-3100,ron@sparkesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYxNGYA0,False,,23983072,0035o000007iy3QAAQ,0015o000008QS2pAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Guided in password reset and gained account access - 
============================
Hello Jas, 

Thank you for contacting Workspace Support. It was our pleasure in assisting you in accessing your Workspace account. 

Your voice matters. Let us know what you thought about the quality of service offered today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T19:31:37.000+0000,False,False,005OH00000BFQFGYA5,2025-11-24T18:26:50.000+0000,005OH00000BFQFGYA5,2025-11-24T19:31:37.000+0000,005OH00000BFQFGYA5,2025-11-24T19:31:37.000+0000,(403)852-2169,,jasdjvirdi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYxOsYAK,False,,23984109,003G0000018f6wUIAQ,0010A000002wOyMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:41:04.000+0000,False,False,0050A000001o2WeQAI,2025-11-24T18:41:04.000+0000,0050A000001o2WeQAI,2025-11-24T18:41:04.000+0000,0050A000001o2WeQAI,2025-11-24T18:41:04.000+0000,(902)539-5093,(902) 304-1500,tim.burns@fffpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYy4pYAC,False,,23984330,0030A0000029gXOQAY,0010A000002w4YMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:43:59.000+0000,False,False,005G0000002gxxjIAA,2025-11-24T18:43:59.000+0000,005G0000002gxxjIAA,2025-11-24T18:44:00.000+0000,005G0000002gxxjIAA,2025-11-24T18:44:00.000+0000,(819)829-9409,(819) 345-9016,francois@gffpb.com,(819)829-2747,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYyHmYAK,False,,23985893,003G0000018f6ZqIAI,0010A000002wOXFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Inforce Illustration,Medium,"User is trying to sign into Product illustration for a policy in 2012. 

Email: eric@barclayinsurance.ca 
Code: LL19678
Phone: 604-398-2964

Policy: B722198-9

**********************************************
Good afternoon, Eric

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
I'm glad I was able to assist you with resetting your password for your User ID (Product Illustration) and downloading the new version as the installed version of Product Illustration was out of date. Please remember to use the desktop product illustration for your policy. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T20:02:28.000+0000,False,False,005OH00000BG5v4YAD,2025-11-24T19:04:47.000+0000,005OH00000BG5v4YAD,2025-11-24T20:02:28.000+0000,005OH00000BG5v4YAD,2025-12-13T02:01:19.000+0000,(604)685-3707,(604) 341-4188,eric@barclayinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYywXYAS,False,,23983983,003G0000018f77cIAA,0010A000002wPAwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:39:04.000+0000,False,False,0050A000001o2WeQAI,2025-11-24T18:39:04.000+0000,0050A000001o2WeQAI,2025-11-24T18:39:04.000+0000,0050A000001o2WeQAI,2025-11-24T18:39:04.000+0000,(506)650-1393,(506) 650-1393,radhika.joshi@radhikajoshi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYzAXYA0,False,,23983320,0031600002cIznIAAS,0010A000002wOKdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Login Issue,Medium,"ADSL: https://lifeco.lightning.force.com/lightning/r/Contact/0030A0000028xEiQAI/view

=============emails===================
Hi Sherianne, 

Thank you for contacting Workspace Support.  

Can you provide your availability for a phone call? We will help you troubleshoot your login issue during the phone call. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Sheriann Woodside <sheriann@eaglewoodwealthmgmt.com> 
Sent: Friday, November 21, 2025 9:09 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Urgent unable to access workspace and want to complete my learning on learning center for MFDA prior to Nov 30hy deadline!!!!!

Please help! Access to workspace isn’t working for some reason. I am in Barbados and always complete my learning down here. I am at our personal Condo with secure wifi. Not sure why I have no access to my fasat web or any programs. Really
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Please help!  Access to workspace isn’t working for some reason. I am in Barbados and always complete my learning down here. I am at our personal Condo with secure wifi. Not sure why I have no access to my fasat web or any programs. Really need access to the learning center quickly.



Sheriann


Sheriann A Woodside
Financial Security Advisor
sheriann@eaglewoodwealthmgmt.com
Cell 306-230-5489
1221 Crescent Blvd 
Saskatoon Sk.S7M 3W5",True,2025-12-04T16:48:09.000+0000,False,False,0055o000001zVCKAA2,2025-11-24T18:30:27.000+0000,0055o000001zVCKAA2,2025-12-04T16:48:09.000+0000,0055o000001zVCKAA2,2025-12-04T16:48:09.000+0000,(306)230-5489,(306) 230-5489,sheriann@eaglewoodwealthmgmt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gYzs7YAC,False,,23984463,003G0000018f6tWIAQ,0010A000002wOvFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Password reset - User unavailable,Medium,"Hi Thomas, 

I tried calling you earlier, but you were unavailable. I left a message with Kim.

Regarding your access to Workspace, if you are still experiencing issues, I would be happy to set up a phone call to assist you. To help us schedule a convenient time, please provide the following details:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code (If this is a non-advisor account, please provide any active code(s) associated with one of your firm’s advisors.)

We will reach you at the phone number you provide, or the one listed in your profile.

I’m available Monday to Friday (excluding statutory holidays) from 10:00 AM – 6:00 PM MT / 12:00 PM – 8:00 PM EST.

Thank you, and I look forward to assisting you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






From: Thomas Johnson <thomas@cascadefinancialgroup.com> 
Sent: November 24, 2025 10:27 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: MGA Workspace - Case 23950966
Importance: High

Hi Fatima, I’m stalling out at the Password reset. I keep getting a “The password you entered is invalid. Please re-enter this information. ” Error message. I’m using a combination of letters, numbers and characters and making sure it is more
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Fatima,

I’m stalling out at the Password reset. I keep getting a “The password you entered is invalid. Please re-enter this information.” Error message. I’m using a combination of letters, numbers and characters and making sure it is more than 8 total digits. I don’t know why it won’t accept any iteration.

 

Please advise.
Tom

Thomas Johnson, CFP®, B.Comm.(Hons.)
Cascade Financial Group Inc.
Certified Financial Planner   
Investment Representative – Quadrus Investment Services Ltd
Click to Book A Virtual Meeting

1730 Corydon Ave.
Winnipeg, MB R3N 0K3
Reception: (204) 837-1161
Direct: (204) 837-1960
Cell: (204) 229-4405
Fax: (204) 837-1410
CascadeFinancialGroup.com
RetirementPlanningGuide.ca

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Friday, November 21, 2025 2:58 PM
To: Thomas Johnson <thomas@cascadefinancialgroup.com>
Subject: RE: MGA Workspace - Case 23950966

Hi Thomas,

Thank you for contacting Workspace Support team.  

Based on our records, under your MGA account, you are currently registered on Repnet but not yet on Workspace.

To complete your registration, please ensure you use your MGA code and follow the steps outlined below:

To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please make sure to select the right association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Thomas Johnson <thomas@cascadefinancialgroup.com> 
Sent: November 21, 2025 9:50 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] MGA Workspace

Hi, Please see attached email thread. I’m an Advisor Solutions advisor, but cannot get logged into the MGA version as it claims I already have a profile. The password reset feature does NOT come back to my email address. Can you please reset

Hi,
Please see attached email thread. I’m an Advisor Solutions advisor, but cannot get logged into the MGA version as it claims I already have a profile. The password reset feature does NOT come back to my email address. Can you please reset my password for the MGA version of Workspace only?
Many thanks!
Tom (LL30747-6, F2031)
Thomas Johnson, CFP®, B.Comm.(Hons.)
Cascade Financial Group Inc.
Certified Financial Planner  
Investment Representative – Quadrus Investment Services Ltd
Click to Book A Virtual Meeting
1730 Corydon Ave.
Winnipeg, MB R3N 0K3
Reception: (204) 837-1161
Direct: (204) 837-1960
Cell: (204) 229-4405
Fax: (204) 837-1410
CascadeFinancialGroup.com
RetirementPlanningGuide.ca",True,2025-11-24T18:52:33.000+0000,False,False,005OH00000AbCcLYAV,2025-11-24T18:45:51.000+0000,005OH00000AbCcLYAV,2025-11-24T18:52:34.000+0000,005OH00000AbCcLYAV,2025-11-24T18:52:34.000+0000,(204)837-1161,(204) 229-4405,thomas@cascadefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ0MtYAK,False,,23990973,0030A0000029fphQAA,0010A000002w3uvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:13:08.000+0000,False,False,005OH000006owoYYAQ,2025-11-24T20:13:08.000+0000,005OH000006owoYYAQ,2025-11-24T20:13:09.000+0000,005OH000006owoYYAQ,2025-11-24T20:13:09.000+0000,(306)694-6161,,jeff.bryant@ipcc.org,(306)694-5600,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ14LYAS,False,,23988517,0030A0000029j3RQAQ,0010A000002w6cnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Login Issues and Authenticator app download instructions:,Medium,"******DDS**** 11/24/2025

User called to advise they were having issues signing into workspace, 

DDS did a logmein session to do a walkthrough to guide user with log in and verify any issues

During logmein session, did a password reset with user. User got through but was having some issues with the authenticator.

*****Email chain****

Hello Stella, 

     Thank you contacting Canada life workspace support, it was a pleasure speaking with you today. As discussed below are the instructions on how to download the authenticator app: 
Step 1: Open the google play store or app store on your phone
Step 2: Search for the salesforce authenticator or “Google Authenticator” app.
Step 3: download the app on your device. 
Once downloaded, you can use the code generated to access workspace. If you are still having issues after following these steps, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T20:30:10.000+0000,False,False,005OH00000BFQFHYA5,2025-11-24T19:39:39.000+0000,005OH00000BFQFHYA5,2025-11-24T20:30:10.000+0000,005OH00000BFQFHYA5,2025-11-24T20:30:10.000+0000,(905)470-8222,(416) 453-3572,,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ1Z0YAK,False,,23986994,0030A0000029VyhQAE,0010A000002vvpUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,authenticators,Medium,"Caller's Name: Trina Vinet
Advisor or support staff: Advisor 
Advisor Code: 98275
Advisor Name: LORNE ZALASKY	
Phone: 
Email: trinavinet@mac.com		
1. Siebel verification: verified advisors info.
2. Last Login to Workspace: n/a
Issue: 

Issue #1: Both Trina and advisor using the same workspace login. Wants to know if they can both setup authenticators to access the same account. 

FINDINGS: Trina is listed in Siebel and TPA is seen for 98275
tvinet80@clext is active which she confirmed tvinet80 and its associated with her current email trinavinet@mac.com
no sf user detail page setup
https://lifeco.lightning.force.com/lightning/r/Contact/003OH00000AiFteYAF/view

RESOLUTON:
couldn't do log me in session.
had her self serve, reset the repnet password.
she was then able to register for Workspace setup setup SF auth and signed in. 

ISSUE #2 and RESOLUTON:
Now advisor Lorne needed to setup the authenticator on his phone as it was previously setup on Trina's phone. 
followed KB0020738, called Lorne back at (780) 429-1216 # in Siebel, authenticated, removed auth from SF profile and had him sign in to setup.
had Trina remove Lorne's authenticator acct from her phone
Lorne signed in/setup authenticator. had him sign out/in again to test with success.

Lorne's sf profile. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o0000026GQiAAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o0000066OysAAE%26cntc%3D0035o0000066OysAAE%26id%3D0055o0000026GQiAAM

SENT FOLLOW UP
--------------------------------------***DDS  11/24/2025***--------------------------
Hello Trina/Lorne,

Thank you for contacting Workspace Support today regarding setting up 2 different authenticators to access the same Workspace account.

As discussed, this isn’t possible. Each Workspace account should only have 1 Authenticator app setup for access.

Trina, as you already have third party access to Lorne’s book of business and remember what the repnet username is, tvinet80@clext

After verification of the information on file, we had you re-set your repnet user id, then proceeded to register for Workspace. 

You completed registration, setup the Salesforce Authenticator and was able to access, we had you sign out/in again to test. 

Please now allow up to 48hrs before you can access Lorne’s book of business. 

For Lorne, as discussed with you and Lorne, the authenticator tied to Lornes’s profile was setup on your phone and needed to now be setup on Lorne’s phone. 

We completed verification, had you sign into Workspace and setup the Multifactor Authentication on your authenticator app, you were able to sign into Workspace. 

We had you test by signing out/in again with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T19:45:06.000+0000,False,False,005OH00000AUS7aYAH,2025-11-24T19:19:51.000+0000,005OH00000AUS7aYAH,2025-11-24T20:01:42.000+0000,005OH00000AUS7aYAH,2025-11-24T20:01:42.000+0000,(780)429-1216,,lorne@zfstrategies.ca,(780)429-1216,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ1nSYAS,False,,23985643,003G0000018f7R6IAI,0010A000002wPXVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:01:30.000+0000,False,False,005OH000004pk06YAA,2025-11-24T19:01:30.000+0000,005OH000004pk06YAA,2025-11-24T19:01:31.000+0000,005OH000004pk06YAA,2025-11-24T19:01:31.000+0000,1 (800) 267-6670,(416) 571-0563,behanjg@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ1p6YAC,False,,23985405,0030A0000029VCuQAM,0010A000002vvBoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T18:58:27.000+0000,False,False,005OH00000245RQYAY,2025-11-24T18:58:27.000+0000,005OH00000245RQYAY,2025-11-24T18:58:27.000+0000,005OH00000245RQYAY,2025-11-24T18:58:27.000+0000,(418)696-1331,(418) 637-2113,etienne.bouchard@ig.ca,(418)696-2235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ1ysYAC,False,,23987417,0035o000005o6DtAAI,0015o000006MDABAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:25:23.000+0000,False,False,0055o000001h4cFAAQ,2025-11-24T19:25:23.000+0000,0055o000001h4cFAAQ,2025-11-24T19:25:23.000+0000,0055o000001h4cFAAQ,2025-11-24T19:25:23.000+0000,(204)981-6532,(204) 981-6532,ryan.hutton@protectyournet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ3aoYAC,False,,23986759,0035o000007m4IOAAY,0015o000008UUxnAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:16:35.000+0000,False,False,005OH000007fgYjYAI,2025-11-24T19:16:35.000+0000,005OH000007fgYjYAI,2025-11-24T19:16:35.000+0000,005OH000007fgYjYAI,2025-11-24T19:16:35.000+0000,(514)819-0203X100,,carl@groupesparta.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ4AKYA0,False,,23988368,003OH000007PhIoYAK,001OH0000098UFFYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:37:48.000+0000,False,False,0055o000002KxmIAAS,2025-11-24T19:37:48.000+0000,0055o000002KxmIAAS,2025-11-24T19:37:48.000+0000,0055o000002KxmIAAS,2025-11-24T19:37:48.000+0000,(416)722-8675,,nav@randhawainsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ4lKYAS,False,,23990553,003G000001IjNn1IAF,0010A000002wSARQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:07:20.000+0000,False,False,005OH000002N6huYAC,2025-11-24T20:07:20.000+0000,005OH000002N6huYAC,2025-11-24T20:07:20.000+0000,005OH000002N6huYAC,2025-11-24T20:07:20.000+0000,(514)639-5335X224,(514) 652-9106,caroline@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ5StYAK,False,,23984929,0030A0000029c9kQAA,0010A000002w0y6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Restored account access via password reset - ws
==========================
Hello Jag, 

Thank you for contacting Workspace Support. It was our pleasure in assisting you in accessing your Workspace account. 

Your voice matters. Let us know what you thought about the quality of service offered today by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T19:28:58.000+0000,False,False,005OH00000BFQFGYA5,2025-11-24T18:52:15.000+0000,005OH00000BFQFGYA5,2025-11-24T19:29:26.000+0000,005OH00000BFQFGYA5,2025-11-24T19:29:27.000+0000,(416)986-4497,,jag@jag-singh.ca,(905)482-0398,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ63zYAC,False,,23991199,003G0000018f6hCIAQ,0010A000002wOhSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:16:30.000+0000,False,False,005OH000002N6huYAC,2025-11-24T20:16:30.000+0000,005OH000002N6huYAC,2025-11-24T20:16:31.000+0000,005OH000002N6huYAC,2025-11-24T20:16:31.000+0000,(450)565-8396,(514) 779-4677,francis.raby@gplanifier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ6vBYAS,False,,23985086,0030A0000029ksaQAA,0010A000002w87VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Forms and Processes Inquiry,Medium,"*****DDS**** 11/24/2025
Asa reaching out as they cant find the spousal consent form through forms and processes for a LIRA application. referred to RSA. after confirming from assist.

****Email chain****
Hello John,

      Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. Not sure what happened but it looks like we were disconnected, but according to our conversation, it seemed like you were having issues locating a spousal consent form through the forms and processes option. As this is a navigation inquiry, I will have to refer you to your RSA Leinweber, Wanda, who you can reach by phone or email at 403-750-2127 or wanda.leinweber@canadalife.com. If you have any questions or inquiry wasn’t properly addressed, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T19:16:24.000+0000,False,False,005OH00000BFQFHYA5,2025-11-24T18:54:17.000+0000,005OH00000BFQFHYA5,2025-11-24T19:16:24.000+0000,005OH00000BFQFHYA5,2025-11-24T19:16:24.000+0000,(780)743-4368,,wayne@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ7PpYAK,False,,23985212,003G0000018f6xCIAQ,0010A000002wOzqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Registration,Medium,"Advisor needing assistance in registering for MGA workspace apparently the activation code provided to her by advise canada is not link to an active  producer/advisor code. Referred to distribution_methodology@canadalife.com as per guidance with SL Eliese

==============

Hi Wendy,

Thank you for contacting the workspace support about registering to an MGA workspace.

I understand that you received an activation code detail from advice Canada which we’ve identified as not working when we tried to do the registration process mainly because the activation code is not link to an active advisor code. 

I know this very frustrating on your part however we need to reach out to distribution_methodology@canadalife.com to confirm and if possibly create an  activation code that is link to a specific advisor code. Appreciate your time and understanding on this matter.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-24T19:46:46.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T18:55:49.000+0000,005OH00000BFPZHYA5,2025-11-24T20:07:11.000+0000,005OH00000BFPZHYA5,2025-11-24T20:07:11.000+0000,(613)771-1244,,wendy.riley@rileyfinancial.ca,(613)902-5093,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ7PvYAK,False,,23992319,0030A0000029f5UQAQ,0010A000002w3JeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:32:10.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T20:32:10.000+0000,005OH00000BfonJYAR,2025-11-24T20:32:11.000+0000,005OH00000BfonJYAR,2025-11-24T20:32:11.000+0000,(604)276-8081,(604) 377-2328,joann.yu2@gmail.com,(800)935-4832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZ8XDYA0,False,,23986504,0030A0000029fCyQAI,0010A000002w3QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:12:40.000+0000,False,False,005OH0000084GETYA2,2025-11-24T19:12:40.000+0000,005OH0000084GETYA2,2025-11-24T19:12:40.000+0000,005OH0000084GETYA2,2025-11-24T19:12:40.000+0000,(289)244-5883,,mariasaputo@saputofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZAECYA4,False,,23993344,0035o000007Hs3jAAC,0015o000007yNOXAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:45:39.000+0000,False,False,005OH000006owoYYAQ,2025-11-24T20:45:39.000+0000,005OH000006owoYYAQ,2025-11-24T20:45:39.000+0000,005OH000006owoYYAQ,2025-11-24T20:45:39.000+0000,(306)535-4517,,stephanie@pittsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZBGfYAO,False,,23992077,0030A0000029VqlQAE,0010A000002vviHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Reset ws password, connected authenticator for first time.
=======================
Hello Laura, 

Thank you for contacting Workspace. It was our pleasure in assisting you in accessing your Workspace account. 

Your voice matters. Let us know what you thought about the service today by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T20:45:36.000+0000,False,False,005OH00000BFQFGYA5,2025-11-24T20:28:46.000+0000,005OH00000BFQFGYA5,2025-11-24T20:45:36.000+0000,005OH00000BFQFGYA5,2025-11-24T20:45:36.000+0000,(604)261-2123,6045060378,ylauraliu@gmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZCHbYAO,False,,23990506,003G000001IkVFxIAN,0010A000002wSREQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Bonjour Yvan, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’Espace affaires et la configuration de votre authentificateur.

Pour récapituler ce que nous avons fait : nous avons déconnecté et reconnecté votre authentificateur. Ensuite, nous vous avons déconnecté et reconnecté afin de vérifier que vous recevez bien le code authentificateur.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialement, 
  
Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T20:18:41.000+0000,False,False,005OH00000AbCcLYAV,2025-11-24T20:06:43.000+0000,005OH00000AbCcLYAV,2025-11-24T20:18:41.000+0000,005OH00000AbCcLYAV,2025-11-24T20:18:41.000+0000,(819) 791-0628 x101,,yvan.hemond@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZCJ8YAO,False,,23989996,0030A0000029VVyQAM,0010A000002vvPAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:59:35.000+0000,False,False,0050A000000WjqvQAC,2025-11-24T19:59:35.000+0000,0050A000000WjqvQAC,2025-11-24T19:59:35.000+0000,0050A000000WjqvQAC,2025-11-24T19:59:35.000+0000,(613)225-7185,,blhicks@bellnet.ca,(613)228-7850,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZCanYAG,False,,23986466,0030A0000029gA6QAI,0010A000002w4E2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:12:18.000+0000,False,False,0055o000001NWfMAAW,2025-11-24T19:12:18.000+0000,0055o000001NWfMAAW,2025-11-24T19:12:18.000+0000,0055o000001NWfMAAW,2025-11-24T19:12:18.000+0000,(416)722-3837,,garyfarwaha@gmail.com,(905)703-1566,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZCfgYAG,False,,23992715,0030A0000029falQAA,0010A000002w3jmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:37:25.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T20:37:25.000+0000,005OH00000BfonJYAR,2025-11-24T20:37:25.000+0000,005OH00000BfonJYAR,2025-11-24T20:37:25.000+0000,(250)727-7197,(250) 896-1110,mattcuttiford@gmail.com,(250)727-6927,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZDTdYAO,False,,23986600,003G000001IkUyXIAV,0010A000002wSBWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:14:18.000+0000,False,False,005OH000002N6huYAC,2025-11-24T19:14:18.000+0000,005OH000002N6huYAC,2025-11-24T19:14:18.000+0000,005OH000002N6huYAC,2025-11-24T19:14:18.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZDlRYAW,False,,23989011,003G000001IkVFxIAN,0010A000002wSREQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Failed authentication, tried to connect and reconnect authenticator app but cannot confirm info 
=======================
Bonjour Yvan, 

Merci d’avoir contacté le support Workspace. Bien que nous n’ayons pas pu déconnecter et reconnecter l’application d’authentification aujourd’hui, nous pourrons terminer ce processus une fois que vos informations dans nos dossiers seront à jour.

Pour mettre à jour votre adresse et votre numéro de téléphone, veuillez contacter contracts&compensation@canadalife.com.

Une fois cela fait, n’hésitez pas à nous rappeler ou à répondre à cet e-mail pour organiser un appel téléphonique afin de poursuivre le processus.

Votre opinion compte. Faites-nous savoir ce que vous avez pensé de la qualité du service fourni en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T20:04:13.000+0000,False,False,005OH00000BFQFGYA5,2025-11-24T19:46:00.000+0000,005OH00000BFQFGYA5,2025-11-24T20:04:13.000+0000,005OH00000BFQFGYA5,2025-11-24T20:04:13.000+0000,(819) 791-0628 x101,,yvan.hemond@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZDruYAG,False,,23995052,003OH00000THAdUYAX,001OH00000ZeUI1YAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:11:17.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T21:11:17.000+0000,005OH000004Ir1xYAC,2025-11-24T21:11:18.000+0000,005OH000004Ir1xYAC,2025-11-24T21:11:18.000+0000,(587)938-4249,,mo.ali.salari@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZEw0YAG,False,,23994136,0030A00000BKHHgQAP,0010A00000BuekcQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:56:29.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T20:56:29.000+0000,005OH000004Ir1xYAC,2025-11-24T20:56:29.000+0000,005OH000004Ir1xYAC,2025-11-24T20:56:29.000+0000,(403)284-0494,,david.alexander@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZEzHYAW,False,,23992709,003OH000002pIjJYAU,001OH000003XFxqYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:37:22.000+0000,False,False,0055o000002KxmIAAS,2025-11-24T20:37:22.000+0000,0055o000002KxmIAAS,2025-11-24T20:37:23.000+0000,0055o000002KxmIAAS,2025-11-24T20:37:23.000+0000,(519)258-5510,,dtolmie@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZFfCYAW,False,,23991117,003G0000018f7EoIAI,0010A000002wPJbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:15:19.000+0000,False,False,005OH000002N6huYAC,2025-11-24T20:15:19.000+0000,005OH000002N6huYAC,2025-11-24T20:15:19.000+0000,005OH000002N6huYAC,2025-11-24T20:15:19.000+0000,(418)627-1717,(418) 271-2289,climerio.silva@milleniumgf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZFqQYAW,False,,23987104,0035o000006OsQYAA0,0015o000006u59PAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,"**EMAIL**

Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Pearce Tymko
Code: A3901, A3850, A5477, A5478, 97699

Please email it to pearce@fdgteam.com",True,2025-11-24T19:21:23.000+0000,False,False,005OH0000071DK9YAM,2025-11-24T19:21:23.000+0000,005OH0000071DK9YAM,2025-11-24T19:21:23.000+0000,005OH0000071DK9YAM,2025-11-24T19:21:23.000+0000,(587)988-8023,,pearce@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZGOMYA4,False,,23989811,0030A0000029jmLQAQ,0010A000002w7EJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T19:57:05.000+0000,False,False,005OH00000865wTYAQ,2025-11-24T19:57:05.000+0000,005OH00000865wTYAQ,2025-11-24T19:57:06.000+0000,005OH00000865wTYAQ,2025-11-24T19:57:06.000+0000,(403)257-9030,,reception@bircherfinancial.com,(403)257-9091,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZGbDYAW,False,,23990689,003OH00000BcGbtYAF,001OH00000Dy6ckYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:09:14.000+0000,False,False,005OH000002N6huYAC,2025-11-24T20:09:14.000+0000,005OH000002N6huYAC,2025-11-24T20:09:15.000+0000,005OH000002N6huYAC,2025-11-24T20:09:15.000+0000,(581)988-1512,,mathieubeaupre@conceptagf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZGjHYAW,False,,23987429,0030A0000029ZhpQAE,0010A000002vywmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset,Medium,"Bonjour Yves, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’Espace affaires.

Pour récapituler ce que nous avons fait : nous avons réinitialisé votre mot de passe et authentifié votre compte sur l’Espace affaires.  

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T19:41:11.000+0000,False,False,005OH00000AbCcLYAV,2025-11-24T19:25:32.000+0000,005OH00000AbCcLYAV,2025-11-24T19:41:12.000+0000,005OH00000AbCcLYAV,2025-11-24T19:41:12.000+0000,(450)721-4999,,ychapinc@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZHx8YAG,False,,23988171,0030A0000029bTBQAY,0010A000002w0PCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 24th, 2025 ***
User wanted to access account but it was locked. Authenticated, then unlocked, reset password and signed in correctly.
==============
Bonjour Caroline,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder au compte Espace Affaires.

Durant notre appel, j’ai débloqué votre compte Espace Affaires et je vous ai aidé à réinitialiser votre mot de passe. Au final, vous vous êtes connectée avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-24T19:46:16.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-24T19:35:03.000+0000,005OH00000AbJ7aYAF,2025-11-24T19:46:16.000+0000,005OH00000AbJ7aYAF,2025-11-24T19:46:16.000+0000,(418)722-6050X223,,clanglois@centrefinancierrimouski.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZLB7YAO,False,,23993939,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:53:41.000+0000,False,False,0055o000001t1uPAAQ,2025-11-24T20:53:41.000+0000,0055o000001t1uPAAQ,2025-11-24T20:53:41.000+0000,0055o000001t1uPAAQ,2025-11-24T20:53:41.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZLz8YAG,False,,23990038,0030A0000029UzMQAU,0010A000002vv21QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:00:13.000+0000,False,False,005OH000006owoYYAQ,2025-11-24T20:00:13.000+0000,005OH000006owoYYAQ,2025-11-24T20:00:13.000+0000,005OH000006owoYYAQ,2025-11-24T20:00:13.000+0000,(306)586-5525,,susanmacphail@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZPBTYA4,False,,23990751,003G0000018f7g8IAA,0010A000002wPmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:09:59.000+0000,False,False,005OH000002N6huYAC,2025-11-24T20:09:59.000+0000,005OH000002N6huYAC,2025-11-24T20:10:00.000+0000,005OH000002N6huYAC,2025-11-24T20:10:00.000+0000,(514)940-4949,,francine@fmartineau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZPcvYAG,False,,23992677,003G0000018f7R7IAI,0010A000002wPXWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MGA access,Medium,"ASA unable to get the reset password reset link for her MGA workspace.

Authenticated, and assisted ASA get her resent link

===========

Hi Kathleen,

Thank you for contacting the workspace support about not receiving the reset password link for your MGA workspace access.

We have confirmed your details and assisted you making sure that the password reset link request is process accordingly. We can also confirm that you able to successfully reset your password and have access to your MGA workspace account.

Appreciate your time  spent with us I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T20:48:05.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T20:36:57.000+0000,005OH00000BFPZHYA5,2025-11-24T20:54:45.000+0000,005OH00000BFPZHYA5,2025-11-24T20:54:45.000+0000,(905)852-3184,,brian@investsmart.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZR3mYAG,False,,23996371,0035o000003Kc7SAAS,0015o000003xwYRAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:34:25.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T21:34:25.000+0000,005OH000004Ir1xYAC,2025-11-24T21:34:26.000+0000,005OH000004Ir1xYAC,2025-11-24T21:34:26.000+0000,(403)891-8845,,jyl3456@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZRYHYA4,False,,23990155,0030A0000078066QAA,0010A000007z0PWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Brandon,

As mentioned in my previous email, please see below for your password-protected Excel file:
R32FXELB82

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Brandon,

Please find the attached file of the requested Wealth Fund Client Listings report. A separate Password Email will follow to access this password-protected Excel file.
 
Please note this Excel file has been filtered to show SegFunds only. To view other Product Kind, please select the drop-down box at Column K in this file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good afternoon Alexandra,

Our team is looking into this request now. Once it is complete, it will be sent to the advisors directly due to client sensitive data and security protocols. 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Neff, Alexandra <Alexandra.Neff@canadalife.com> 
Sent: November 19, 2025 3:52 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: MWFG Segregated Fund Business List Inquiry

Good afternoon, 

Please pull the following lists for the Moore Wrinn Financial Group

1.	A list of clients and accounts holding segregated funds on the old London Life platform
2.	A list of clients and accounts with Canada Life segregated funds held within registered accounts
•	If it’s more efficient, we’re also happy to receive a complete list of all clients and accounts with Canada Life segregated funds (non-registered included)

Please ensure the list includes all relevant advisor and dealer codes under our firm, which are as follows:
Kirk Wrinn
•	14437
•	29084
•	30041
•	18675

Brandon Brisbois
•	32746
•	39784

Kirk Winn/Brandon Brisbois
•	20131

Tomas Yachmenev
•	18351

Let me know if you require additional information. Thank you!

Kind regards, 

Alexandra Neff
Regional Sales Associate | Wealth Management
alexandra.neff@canadalife.com | (416)-552-5856
330 University Avenue
Toronto, ON M5R 1G8

 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Olegario, Susan 
Sent: November 19, 2025 3:02 PM
To: Neff, Alexandra ; Monopoli, Sue 
Subject: RE: MWFG Segregated Fund Business List Inquiry

Hello,

I believe this is not for the administration are to handle, probably Wealth reporting.

Thanks,

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.

Susan Olegario 
Senior Customer Service Specialist
Wealth Operations, Individual Customer-T424(4B)
E-mail: Susan.Olegario@canadalife.com
Phone: 548-485-5017 Fax: 1-866-861-9141

Looking for quick access to info about your investments, savings and insurance products?
Register for My Canada LifeTM today to find everything in one convenient place
https://www.canadalife.com/gopaperless1


 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Neff, Alexandra <Alexandra.Neff@canadalife.com> 
Sent: November 19, 2025 2:28 PM
To: Olegario, Susan <Susan.Olegario@canadalife.com>; Monopoli, Sue <Sue.Monopoli@canadalife.com>
Subject: FW: MWFG Segregated Fund Business List Inquiry
Importance: High

Good afternoon,

I am hoping that one of you will be able to investigate this further and provide me with the information needed for our advisors. Please let me know if this is something that should be sent to wealth reporting. Thank you in advance!

Kind regards, 

Alexandra Neff
Regional Sales Associate | Wealth Management
alexandra.neff@canadalife.com | (416)-552-5856
330 University Avenue
Toronto, ON M5R 1G8

 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Tomas Yachmenev <tomas@mwfg.ca> 
Sent: November 18, 2025 4:43 PM
To: Esen, Cem <Cem.Esen@canadalife.com>; Cooke, MacKenzie <Mackenzie.Cooke@canadalife.com>
Cc: Wrinn, Kirk <kirkwrinn@mwfg.ca>; Brisbois, Brandon <brandonbrisbois@mwfg.ca>
Subject: [EXT] MWFG Segregated Fund Business List Inquiry
Importance: High

Good day Cem and Mackenzie, Hope you're doing well. At the firm level, we are currently in the process of reevaluating our segregated fund book of business. As part of this review, we would greatly appreciate your assistance in compiling the
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd
Good day Cem and Mackenzie,

Hope you're doing well. At the firm level, we are currently in the process of reevaluating our segregated fund book of business. As part of this review, we would greatly appreciate your assistance in compiling the following information:
1.	A list of clients and accounts holding segregated funds on the old London Life platform
2.	A list of clients and accounts with Canada Life segregated funds held within registered accounts
•	If it’s more efficient, we’re also happy to receive a complete list of all clients and accounts with Canada Life segregated funds (non-registered included)

Please ensure the list includes all relevant advisor and dealer codes under our firm, which are as follows:
Kirk Wrinn
•	14437
•	29084
•	30041
•	18675

Brandon Brisbois
•	32746
•	39784

Kirk Winn/Brandon Brisbois
•	20131

Tomas Yachmenev
•	18351

Let us know if any additional information is needed from our side to complete this request. We’re hoping to move forward with our internal analysis soon, so a timeline on when you expect to have this available would be appreciated as well.

Thanks in advance for your help.

Kind Regards,

Tomas Yachmenev
Financial Advisor
Moore Wrinn Financial Group	Investment Representative
Quadrus Investment Services Ltd.
Phone: 613-224-8452 Ext 229
Website | Facebook | Linkedin
Ottawa: 112 Kent St. Suite 710, Ottawa, ON K1P 5P2
Cornwall: 705 Cotton Mill St. Suite 119, Cornwall, ON K6H 7K7
This email and any attachments are confidential and intended solely for the recipient named. If you receive it in error, please notify me immediately and delete it. Unauthorized copying or distribution is prohibited. To unsubscribe, reply with 'unsubscribe'.",True,2025-11-24T20:01:41.000+0000,False,False,005OH0000071DK9YAM,2025-11-24T20:01:41.000+0000,005OH0000071DK9YAM,2025-11-24T20:01:42.000+0000,005OH0000071DK9YAM,2025-11-24T20:01:42.000+0000,(613)224-8452,,brandonbrisbois@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZRi6YAG,False,,23995284,0035o000003AHNtAAO,0015o000003ojO7AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:15:40.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T21:15:40.000+0000,005OH000004Ir1xYAC,2025-11-24T21:15:40.000+0000,005OH000004Ir1xYAC,2025-11-24T21:15:40.000+0000,(306)216-7132,,natechen@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZRrdYAG,False,,23993026,003G0000018f7wyIAA,0010A000002wQ39QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adsl Workspace access,Medium,"Caller's Name: Benjamin Silver
Advisor or support staff: Advisor and support staff 
Advisor Code: W1628 and his own advisor code H7435
Advisor Name: Michael Silver	
Phone: 
Email: ben@wpg-plan.com		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: Received an email from DM to setup ADSL Workspace as they approved TPA for Michael Silver

FINDINGS: HE HAS WORKSPACE ACCESS FOR HIS OWN CODES/MGA PROFILE.

SAYS he registered for USER ID ON THE 20TH, bensilvergwl@clext. 
checked isam 
found benjaminsilver@clext
ALSO Bensilver@clext
BenSilverGWL@clext is what he noted he registered for the adsl profile under the name Ben Silver


1. for his  H7435 - MGA code, has no access and can't register as his email is tied to his  support staff workspace access.
SPOKE TO JENNIFER AT ASSIST. 
says to message DM to merge his 2 Siebel accounts, one is benjamin and the other is Ben. while on the call he received an email from DM advising of the 2 profiles and to merge them. he responded to them to confirm the merge. advised him to get back to us once its merged so we can further assist. at that point he will already have had workspace access so when they merge he will be able to also see his own book of business for MGA..

2. also need to get access for advisor solutions workspace for Advisor Michael Silver W1628--he needs register using the correct association.
TPA is seen in his Siebel acct for Ben Silver. --advised him to register. 
sent follow up.

--------------------------------------***DDS  11/27/2025***--------------------------
RESOLUTION: 
CHECKED TO SEE IF HE REGISTERED FOR ADSL AND HE DID. SENT FOLLOW UP

ADSL SF LINK WITH BEN SILVER. ALIAS BSILVER. LAST LOGIN NOV 25/CREATED NOV 25
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000C3gv3YAB%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000JkSMpYAN%26cntc%3D003OH00000JkSMpYAN%26id%3D005OH00000C3gv3YAB

MGA SF LINK WITH BEN SILVER. ALIAS BSILVER. LAST WORKSPACE LOGIN IS NOV 18
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000007VnreYAC%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000JiDjXYAV%26cntc%3D003OH00000JiDjXYAV%26id%3D005OH000007VnreYAC

HE ALSO HAS A TESTDUMMY EMAIL SF LINK FOR MGA ALIAS CODE H7435
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000AIijiYAD%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000T0nEgYAJ%26cntc%3D003OH00000T0nEgYAJ%26id%3D005OH00000AIijiYAD
--------------------------------------***DDS  11/27/2025***--------------------------
Hello Ben, 

Following up. I see you were able to register for the Advisor Solutions Workspace now and signed in. 

Please do let us know if you still require assistance with regards to this issue, thanks

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/25/2025***--------------------------
CHECKED WITH QUESTION CORNER, JENNIFER GAVE ME KB0015449. CHECKING INTO NOW

under Siebel he has 
Ben Silver Adsl profile with TPA access to W1628 - 1-1EXDDAZ
confirmed step 1 method 1 as per KB
step 3 on kb...checked isam, he does have Workspace MA under groups, 
kb DOES NOT specify what to do next.  Checking wit question corner. 
CALLED ASSIST DESK/SPOKE TO JASON, SAYS TO HAVE HIM CLICK THE BUTTON I'm not an Advisor
he should have received an activation code for his support role too.
or we can have him clear cookies/cache.


other notes: 
Benjamin Silver mga profile with TPA for himself is H7435
ISAM has
Ben Silver both active profiles, Bensilver@clext and BenSilverGWL@clext both with the same email 	ben@wpg-plan.com
Benjamin Silver has BenjaminSilver@clext active with ben@wpg-plan.com	


--------------------------------------***DDS  11/25/2025***--------------------------
SENT FOLLOW UP
--------------------------------------***DDS  11/25/2025***--------------------------
Hello Ben,

Thanks for the details. 

Please click on the option I’m not an advisor in the screenshot you provided.

If it does not work, please try to clear your cookies/cache on the browser and attempt to register again, let us know if any new errors/screenshots.

If the steps below do not work, please check with Distribution Methodology to confirm your user ID was setup correctly with the support role in mind.

Instructions below for Chrome and Edge.
Edge
1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’

Chrome
1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Clear Data’ to complete

Once you clear your cookies and cache, here are the steps you will need to follow these steps. You would have also been sent an activation code from Distribution Methodology for the support role access; you would need this if/when prompted. 

1. Follow the registration link
•	https://workspace.canadalife.com/registration
•	https://espaceaffaires.canadavie.com/inscription
 
2. Enter the RepNet user ID and Password
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
7. A verification email will be sent to your email address
 
 
 
8. Verify the email by clicking Verify Now
•	Your account will be activated once the email is verified
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.canadalife.com

 
 
11. You then enter your email and password to access Workspace.



We would need to do a log me in session to better assist you, I know we tried this prior without success, if you can please check your end to see if something is preventing a logmein session that would be great.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  11/25/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  11/25/2025***--------------------------
Good morning, 
It doesn't give me an option to sign in without an advisor code…

--------------------------------------***DDS  11/25/2025***--------------------------
advised him to skip to step 4 as he's registering for Advisor Solutions in a support role for access to W1628.
sent follow up
--------------------------------------***DDS  11/25/2025***--------------------------
Hello Benjamin,

Thanks for the error/screenshot.

Please do not enter the advisor code, as you’re registering for Advisor Solutions in a support role for access to W1628.

Please proceed to step 4,

. When prompted, complete all required fields that are not greyed out. 
Note – if the First and Last name are greyed out, they can be updated on your first login to Workspace after registration is complete.
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
7. Check the email account you provided in step 4 and look for a Workspace verification email
 
8. Open the verification email and click Verify Now 
Note – Your Workspace account will not become active until the email is verified. 
 
Congratulations! You can now login to Workspace. 
NOTE – It can take up to 24 hours for the book of business and client details to fully populate after 
registering for Workspace.

Please also ask Micheal to check that he’s assigned delegate access in his Workspace to you.


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/25/2025***--------------------------
UPDATE RECEIVED--ERR-W1521 INVALID ADVISOR CODE W1628. 
HE'S REGISTERING WITH BenSilverGWL. 

--------------------------------------***DDS  11/25/2025***--------------------------
Hi,
Thank you for getting back to me. I have just tried it again and im getting this error while singing in using this login.
 
 

Best regards,
Ben Silver
Licensed Assistant

--------------------------------------***DDS  11/24/2025***--------------------------

Hello Benjamin,

Thank you for contacting Workspace Support to gain Workspace Access.

As determined, you have 2 profiles under the MGA and need to have them merged, on our call you received an email from Distribution Methodology stating this which you just responded to confirm.

Once you hear back from Distribution Methodology, please let us know, we will then check the profile and advise.

With regards to registering for your Advisor Solutions Workspace for advisor Michael Silver W1628, please go to Register, enter the user id you created BenSilverGWL and password to follow the steps. 

If you see any error, do let me know as I’ve confirmed you should not have any issues registering for Workspace under advisor solutions.

Please also note once you’ve registered, please have Michael sign into their Workspace and assign delegate access to you by following the steps below. 

You will be able to see the book of business within 48hrs either registering for Workspace or upto 24hrs once Michael add’s your name.

1.	Click your name in Workspace in the top right corner, 
2.	Click ”My Settings” 
3.	click the “Manage Delegates” tab 
4.	Select Add Delegates 
5.	put in the email address of the person you wish to delegate access of your Book of Business to. 
6.	Select the access abilities 
7.	Click Add  
  
Please note it takes up to 24 hours for the delegation process to be complete.  
 
 
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-27T12:54:11.000+0000,False,False,005OH00000AUS7aYAH,2025-11-24T20:41:47.000+0000,005OH00000AUS7aYAH,2025-11-27T12:54:11.000+0000,005OH00000AUS7aYAH,2025-11-27T12:54:11.000+0000,(204)926-7586,(204) 795-2361,michael@wpg-plan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZShDYAW,False,,23990379,0030A0000029mg9QAA,0010A000002w9ekQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:04:48.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T20:04:48.000+0000,005OH00000BfonJYAR,2025-11-24T20:04:48.000+0000,005OH00000BfonJYAR,2025-11-24T20:04:48.000+0000,(604)642-2209,(604) 240-1200,mike@paragoninc.ca,(604)685-3266,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZSkVYAW,False,,23993614,003OH000004yGAuYAM,001OH000006KBwlYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:49:02.000+0000,False,False,005OH000005URvxYAG,2025-11-24T20:49:02.000+0000,005OH000005URvxYAG,2025-11-24T20:49:02.000+0000,005OH000005URvxYAG,2025-11-24T20:49:02.000+0000,(780)460-4327,,todd@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZSkYYAW,False,,23994755,0030A0000029dfSQAQ,0010A000002w28oQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:06:25.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T21:06:25.000+0000,005OH000004Ir1xYAC,2025-11-24T21:06:25.000+0000,005OH000004Ir1xYAC,2025-11-24T21:06:25.000+0000,(403)504-1666,,,(866)479-7117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZTi7YAG,False,,23994603,003OH00000MauAMYAZ,001OH00000RPyERYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Assisted advisor in resetting the MFA set up

================

Hi Bing,

Thank you for contacting the workspace support about resetting your multi-factor authenticator/ MFA.

We have successfully reset your MFA unfortunately the URL error message is not getting off even if we have tried to delete cashed and cookies in your computer. I can assure you that your MFA should be working this time and we just need your computer settings to be check first through your technical team.

I appreciate your time and patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T21:20:03.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T21:03:45.000+0000,005OH00000BFPZHYA5,2025-11-24T21:50:56.000+0000,005OH00000BFPZHYA5,2025-11-24T21:50:56.000+0000,(204)940-6555,,bing.li@wyattdowling.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZUuKYAW,False,,23992268,0030A0000029dopQAA,0010A000002w2FmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:31:18.000+0000,False,False,005OH00000BfjndYAB,2025-11-24T20:31:18.000+0000,005OH00000BfjndYAB,2025-11-24T20:31:19.000+0000,005OH00000BfjndYAB,2025-11-24T20:31:19.000+0000,(604)618-1295,,lakeviewinsurancefinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZV5aYAG,False,,23991351,003G0000018f6VYIAY,0010A000002wOSFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Version,Medium,"***DDS*** 11/24/25
Name: SHASHI CHAUHAN
Phone: 647-969-1773
Agent code: LL26304-6
Reference: KB0023323

Hello Shashi, 

Thank you for contacting Workspace Support today regarding Product Illustration  Version.

To re-cap our call today:

Downloaded and tried to install version 9.1.0
Install seems stuck but Shashi will wait as we do not want any corruptions by canceling midway.

If the install fails please try to install again, and if it still fails please give us a callback.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-24T20:57:26.000+0000,False,False,005OH00000BGeeHYAT,2025-11-24T20:18:41.000+0000,005OH00000BGeeHYAT,2025-11-25T13:08:32.000+0000,005OH00000BGeeHYAT,2025-11-25T13:08:32.000+0000,(877)857-2673,(647) 969-1773,shashi@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZWBKYA4,False,,23991460,0030A0000029mi8QAA,0010A000002w9gZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:20:20.000+0000,False,False,005OH000006owoYYAQ,2025-11-24T20:20:20.000+0000,005OH000006owoYYAQ,2025-11-24T20:20:20.000+0000,005OH000006owoYYAQ,2025-11-24T20:20:20.000+0000,(604)438-3699,(306) 201-6056,kevinsun@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZWHrYAO,False,,23993424,0030A000008wOiWQAU,0010A000009rXUTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:46:35.000+0000,False,False,005OH000005URvxYAG,2025-11-24T20:46:35.000+0000,005OH000005URvxYAG,2025-11-24T20:46:35.000+0000,005OH000005URvxYAG,2025-11-24T20:46:35.000+0000,(587)877-6114,,cjensen@nextlevelinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZWT6YAO,False,,23993983,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:54:16.000+0000,False,False,0055o000001t1uPAAQ,2025-11-24T20:54:16.000+0000,0055o000001t1uPAAQ,2025-11-24T20:54:16.000+0000,0055o000001t1uPAAQ,2025-11-24T20:54:16.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZWjGYAW,False,,23993946,0030A0000029UryQAE,0010A000002vuv7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Access,Medium,User thought she needed Workspace Registration but it was a MFA verification.,True,2025-11-24T21:31:47.000+0000,False,False,005OH00000BFPZIYA5,2025-11-24T20:53:47.000+0000,005OH00000BFPZIYA5,2025-11-24T21:31:47.000+0000,005OH00000BFPZIYA5,2025-11-24T21:31:47.000+0000,(604)779-6233,,connietzwealth@shaw.ca,(604)251-6343,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZYI2YAO,False,,23996382,0030A0000029fDOQAY,0010A000002w3R9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:34:43.000+0000,False,False,0055o000002KxaMAAS,2025-11-24T21:34:43.000+0000,0055o000002KxaMAAS,2025-11-24T21:34:43.000+0000,0055o000002KxaMAAS,2025-11-24T21:34:43.000+0000,(403)218-0206,4032180202,hal@couillard.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZYMqYAO,False,,23993426,0030A000009YEd7QAG,0010A00000AW5WsQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:46:35.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T20:46:35.000+0000,005OH000004Ir1xYAC,2025-11-24T20:46:36.000+0000,005OH000004Ir1xYAC,2025-11-24T20:46:36.000+0000,(403)806-4144,,richard.mcdonald@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZYgEYAW,False,,23996204,0030A00000BH5rOQAT,0010A00000BrIGLQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:31:25.000+0000,False,False,005OH000005URvxYAG,2025-11-24T21:31:25.000+0000,005OH000005URvxYAG,2025-11-24T21:31:26.000+0000,005OH000005URvxYAG,2025-11-24T21:31:26.000+0000,(587)985-4659,,tpleasant@ipfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZYpwYAG,False,,23994680,003OH00000OEsSZYA1,0015o000008GwTTAA0,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 24 2025

(Provided support for 15 difeferent codes)

Bonjour Sael,

Merci de nous donner les codes que vous voulez voir. J’ai été capable de créer des listes pour plusieurs codes, mais il y a eu des codes qui n’ont pas créés des listes.

La liste ci-bas montre quels codes n’ont pas une liste dans nos dossiers (marqués en rouge) :
D1929	VANESSA TRUDEAU
H7948	JEAN-PASCAL BRUNEAU
D5336	KAREN CHANG
H7954	OLIVIER LAFONTAINE-GIGUERE
E5214	JEAN-FRANCOIS LAFORGE
D5914/D5913	STEPHANE ROY
H6275	MARC-ALEXANDRE BARBE
H6269/H6270	REGINALD BARBE
H6782	GENEVIEVE BAUER
H6278	JEREMY BLAIS
32888	""BERNARD CHAREST""
E6972/E6971	MARIE-CLAUDE DUBOIS
H4231	RICHARD LABONTE
H6272	PHILIPPE HANSCOM
A3434	JOHANNE SYLVESTRE

Veuillez noter que les listes qui ont été créées se trouvent dans un même document Excel (celui attaché). Les listes sont séparées en différents pages/onglets. 

Le mot de passe pour ouvrir le document suivra après ce courriel.

S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage! 😊  Wealth support (swoogo.com)
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Saile, jael <jael.saile@financierehorizons.ca> 
Sent: November 14, 2025 3:49 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: JS | LISTE DE POLICE EN VIGUEUR

Bonjour

J’espère que vous allez bien, le site a encore de la difficulté à me sortir des listes de police en vigueur auriez-vous la posibilité de mes sortir les liste de polices en vigueurs pour les codes ci-dessous svp

D1929
H7948
D5336
H7954
E5214
D5914/D5913
H6275
H6269/H6270
H6782
H6278
32888
E6972/E6971
H4231
H6272
A3434

Merci et bonne journée !

 	Jaël Saïle
Coordinatrice au service des contrats
Financière Horizons
T : 514.356.2410 | TSF : 1 888.353.2410
	         
	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite


Salut!

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le document Excel envoyé: 

 KKDQJRF4
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T21:05:06.000+0000,False,False,005OH000002iN7rYAE,2025-11-24T21:05:06.000+0000,005OH000002iN7rYAE,2025-11-24T21:05:06.000+0000,005OH000002iN7rYAE,2025-11-24T21:05:06.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZYrXYAW,False,,23995628,0035o000003HQ9WAAW,0015o000003utf9AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:21:29.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T21:21:29.000+0000,005OH000004Ir1xYAC,2025-11-24T21:21:29.000+0000,005OH000004Ir1xYAC,2025-11-24T21:21:29.000+0000,(587)717-7666,,shaoxing.zhou2015@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZZAoYAO,False,,23991839,0030A0000029mjPQAQ,0010A000002w9hWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:25:36.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T20:25:36.000+0000,005OH00000BfonJYAR,2025-11-24T20:25:36.000+0000,005OH00000BfonJYAR,2025-11-24T20:25:36.000+0000,(888)517-7748,(250) 361-6786,jamie.templeman@coastcapitalsavings.com,(250)727-3222,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZZnVYAW,False,,23991415,0030A0000029mi8QAA,0010A000002w9gZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:19:42.000+0000,False,False,005OH000006owoYYAQ,2025-11-24T20:19:42.000+0000,005OH000006owoYYAQ,2025-11-24T20:19:42.000+0000,005OH000006owoYYAQ,2025-11-24T20:19:42.000+0000,(604)438-3699,(306) 201-6056,kevinsun@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZa5JYAS,False,,23993879,0030A000006kkDOQAY,0010A000007Xf9gQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:52:50.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T20:52:50.000+0000,005OH00000BfonJYAR,2025-11-24T20:52:50.000+0000,005OH00000BfonJYAR,2025-11-24T20:52:50.000+0000,(778)892-6445,,gwen.do@smartplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZaRxYAK,False,,23995428,0035o000003B9DTAA0,0015o000003pX96AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:17:54.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T21:17:54.000+0000,005OH000004Ir1xYAC,2025-11-24T21:17:54.000+0000,005OH000004Ir1xYAC,2025-11-24T21:17:54.000+0000,(403)918-8831,,olihu767@mtroyal.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZaYIYA0,False,,23991654,003OH00000GNxpPYAT,001OH00000KKe1EYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:22:51.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T20:22:51.000+0000,005OH00000BfonJYAR,2025-11-24T20:22:51.000+0000,005OH00000BfonJYAR,2025-11-24T20:22:51.000+0000,(250)390-5044,,jaret.nelson@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZb69YAC,False,,23991678,003OH000005bFlGYAU,001OH0000072L7eYAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Tomas,

As mentioned in my previous email, please see password below for your password-protected Excel file:
LNWC5ZWJGH

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Tomas,

Please find the attached file of the requested Wealth Fund Client Listings report. A separate Password Email will follow to access this password-protected Excel file.
 
Please note this Excel file has been filtered to show SegFunds only. To view other Product Kind, please select the drop-down box at Column K in this file.

Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good afternoon Alexandra,

Our team is looking into this request now. Once it is complete, it will be sent to the advisors directly due to client sensitive data and security protocols. 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Neff, Alexandra <Alexandra.Neff@canadalife.com> 
Sent: November 19, 2025 3:52 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: MWFG Segregated Fund Business List Inquiry

Good afternoon, 

Please pull the following lists for the Moore Wrinn Financial Group

1.	A list of clients and accounts holding segregated funds on the old London Life platform
2.	A list of clients and accounts with Canada Life segregated funds held within registered accounts
•	If it’s more efficient, we’re also happy to receive a complete list of all clients and accounts with Canada Life segregated funds (non-registered included)

Please ensure the list includes all relevant advisor and dealer codes under our firm, which are as follows:
Kirk Wrinn
•	14437
•	29084
•	30041
•	18675

Brandon Brisbois
•	32746
•	39784

Kirk Winn/Brandon Brisbois
•	20131

Tomas Yachmenev
•	18351

Let me know if you require additional information. Thank you!

Kind regards, 

Alexandra Neff
Regional Sales Associate | Wealth Management
alexandra.neff@canadalife.com | (416)-552-5856
330 University Avenue
Toronto, ON M5R 1G8

 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Olegario, Susan 
Sent: November 19, 2025 3:02 PM
To: Neff, Alexandra ; Monopoli, Sue 
Subject: RE: MWFG Segregated Fund Business List Inquiry

Hello,

I believe this is not for the administration are to handle, probably Wealth reporting.

Thanks,

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.

Susan Olegario 
Senior Customer Service Specialist
Wealth Operations, Individual Customer-T424(4B)
E-mail: Susan.Olegario@canadalife.com
Phone: 548-485-5017 Fax: 1-866-861-9141

Looking for quick access to info about your investments, savings and insurance products?
Register for My Canada LifeTM today to find everything in one convenient place
https://www.canadalife.com/gopaperless1


 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Neff, Alexandra <Alexandra.Neff@canadalife.com> 
Sent: November 19, 2025 2:28 PM
To: Olegario, Susan <Susan.Olegario@canadalife.com>; Monopoli, Sue <Sue.Monopoli@canadalife.com>
Subject: FW: MWFG Segregated Fund Business List Inquiry
Importance: High

Good afternoon,

I am hoping that one of you will be able to investigate this further and provide me with the information needed for our advisors. Please let me know if this is something that should be sent to wealth reporting. Thank you in advance!

Kind regards, 

Alexandra Neff
Regional Sales Associate | Wealth Management
alexandra.neff@canadalife.com | (416)-552-5856
330 University Avenue
Toronto, ON M5R 1G8

 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Tomas Yachmenev <tomas@mwfg.ca> 
Sent: November 18, 2025 4:43 PM
To: Esen, Cem <Cem.Esen@canadalife.com>; Cooke, MacKenzie <Mackenzie.Cooke@canadalife.com>
Cc: Wrinn, Kirk <kirkwrinn@mwfg.ca>; Brisbois, Brandon <brandonbrisbois@mwfg.ca>
Subject: [EXT] MWFG Segregated Fund Business List Inquiry
Importance: High

Good day Cem and Mackenzie, Hope you're doing well. At the firm level, we are currently in the process of reevaluating our segregated fund book of business. As part of this review, we would greatly appreciate your assistance in compiling the
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd
Good day Cem and Mackenzie,

Hope you're doing well. At the firm level, we are currently in the process of reevaluating our segregated fund book of business. As part of this review, we would greatly appreciate your assistance in compiling the following information:
1.	A list of clients and accounts holding segregated funds on the old London Life platform
2.	A list of clients and accounts with Canada Life segregated funds held within registered accounts
•	If it’s more efficient, we’re also happy to receive a complete list of all clients and accounts with Canada Life segregated funds (non-registered included)

Please ensure the list includes all relevant advisor and dealer codes under our firm, which are as follows:
Kirk Wrinn
•	14437
•	29084
•	30041
•	18675

Brandon Brisbois
•	32746
•	39784

Kirk Winn/Brandon Brisbois
•	20131

Tomas Yachmenev
•	18351

Let us know if any additional information is needed from our side to complete this request. We’re hoping to move forward with our internal analysis soon, so a timeline on when you expect to have this available would be appreciated as well.

Thanks in advance for your help.

Kind Regards,

Tomas Yachmenev
Financial Advisor
Moore Wrinn Financial Group	Investment Representative
Quadrus Investment Services Ltd.
Phone: 613-224-8452 Ext 229
Website | Facebook | Linkedin
Ottawa: 112 Kent St. Suite 710, Ottawa, ON K1P 5P2
Cornwall: 705 Cotton Mill St. Suite 119, Cornwall, ON K6H 7K7
This email and any attachments are confidential and intended solely for the recipient named. If you receive it in error, please notify me immediately and delete it. Unauthorized copying or distribution is prohibited. To unsubscribe, reply with 'unsubscribe'.",True,2025-11-24T20:23:27.000+0000,False,False,005OH0000071DK9YAM,2025-11-24T20:23:27.000+0000,005OH0000071DK9YAM,2025-11-24T20:23:27.000+0000,005OH0000071DK9YAM,2025-11-24T20:23:27.000+0000,(613)224-8452X229,,tomas@mwfg.ca,(613)224-8639,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZbMLYA0,False,,23993917,0030A00000BKHHFQA5,0010A00000BuekVQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:53:18.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T20:53:18.000+0000,005OH000004Ir1xYAC,2025-11-24T20:53:19.000+0000,005OH000004Ir1xYAC,2025-11-24T20:53:19.000+0000,(403)470-5777,,joy.gomez111@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZbffYAC,False,,23992844,0030A0000029dopQAA,0010A000002w2FmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:39:16.000+0000,False,False,005OH00000BfjndYAB,2025-11-24T20:39:16.000+0000,005OH00000BfjndYAB,2025-11-24T20:39:17.000+0000,005OH00000BfjndYAB,2025-11-24T20:39:17.000+0000,(604)618-1295,,lakeviewinsurancefinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZbuJYAS,False,,23997641,0030A0000029Yh5QAE,0010A000002vy3cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****11/25/25 
Authenticated user and assisted user to complete registration process
Setup MFA with Google authenticator, user signed in successfully

****DDS****11/24/25 
Sent FU email requesting a convenient time for a call back as authentication is required before any change is made in an advisor's account 
============================================================================================= 
 
****Email Chain****


Hello Shane,

I’m glad we were able to assist you complete the registration process and linked your Google authenticator to your MGA Workspace account. You were also able to sign in, out and back into Workspace successfully. I will now go ahead and close this ticket.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Have a safe trip😊

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Shane Bennett <Shane@bennettinsurance.ca> 
Sent: November 25, 2025 10:26 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: charlotte <charlotte@bennettinsurance.ca>; Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] Re: MGA RepNet password reset - Shane Bennett (BENNETT1) - 23997641

Hello, I’m available now on my cell phone 613-222-5558. If we could do this now, that would be helpful as I have a trip coming up in two hours that I have to get ready to leave for. Please contact me at the above noted number as soon as possible. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, I’m available now on my cell phone 613-222-5558. If we could do this now, that would be helpful as I have a trip coming up in two hours that I have to get ready to leave for. Please contact me at the above noted number as soon as possible.

Get Outlook for iOS
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Monday, November 24, 2025 5:14:05 PM
To: Shane Bennett <Shane@bennettinsurance.ca>
Cc: Charlotte Bennett <Charlotte@bennettinsurance.ca>; Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: RE: MGA RepNet password reset - Shane Bennett (BENNETT1) - 23997641 
 
Good day Shane,
 
We received a request for a password reset from Jennifer for your User ID. We will be happy to assist you directly.
 
I tried reaching you earlier via (613) 727-0424 ext 202 but you were not available at the time. Please provide your availability for a call back as we will need to authenticate you before making any changes to your account. I am in the office until 7:00pm EST today, alternately you can contact our team directly at your convenience at 1-888-999-4516.
 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 
 
  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: November 21, 2025 12:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Service Desk - CL <servicedesk@canadalife.com>
Cc: Bennett, Shane <Shane@bennettinsurance.ca>; charlotte <charlotte@bennettinsurance.ca>
Subject: MGA RepNet password reset - Shane Bennett (BENNETT1)
 
Hi there,
 
Please reset Shane Bennett’s MGA RepNet password.  
 
User ID: BENNETT1
 
 
 
Click here to book a meeting
 
Many thanks,
Jennifer
 
Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 
 
In partnership with:
 
Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.",True,2025-11-25T18:20:49.000+0000,False,False,005OH0000097FtCYAU,2025-11-24T21:59:27.000+0000,005OH0000097FtCYAU,2025-11-25T18:20:49.000+0000,005OH0000097FtCYAU,2025-11-25T18:20:49.000+0000,(613)727-0424X202,,shane@bennettinsurance.ca,(613)727-6952,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZbxPYAS,False,,23992819,0030A0000029aotQAA,0010A000002vzsjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:38:55.000+0000,False,False,005OH000005URvxYAG,2025-11-24T20:38:55.000+0000,005OH000005URvxYAG,2025-11-24T20:38:55.000+0000,005OH000005URvxYAG,2025-11-24T20:38:55.000+0000,(780)487-7903,,dan@dandeanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZc75YAC,False,,23993412,0030A0000029j2dQAA,0010A000002w6c9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simpleprotect Application errors,Medium,"****DDS**** 11/24/2025
User called to report there was an error in an unsubmitted app and they cant make edits to it. referred to NBC to make adjustment if they are willing to submit application as it is. 


******EMAIL CHAIN****
Hello Deanna,

     Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. Looks like we disconnected mid way through the call, but I was able to confirm that you cannot edit the application anymore and would have to reach out to head office to make edits to it. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T21:11:09.000+0000,False,False,005OH00000BFQFHYA5,2025-11-24T20:46:23.000+0000,005OH00000BFQFHYA5,2025-11-24T21:11:10.000+0000,005OH00000BFQFHYA5,2025-11-24T21:11:10.000+0000,(306)825-8118,,deanna.amos@synergycu.ca,(306)825-7117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZcBtYAK,False,,23991875,003G0000018f76QIAQ,0010A000002wP9kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Redirect,Medium,"Hello Reid,

Your email was forwarded to us from CANINDSERV but we do not provide any advisor codes etc. We only provide Book of Business.  In this case you should contact contracts&compensation@canadalife.com and let them know you are looking to obtain what CL/Direct/MGA advisor codes are.  

Thank you

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CANINDSERV <CANINDSERV@canadalife.com> 
Sent: November 24, 2025 2:37 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: [EXT] RE: - 23991875

Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: 



From: Reid McGruer <Reid@mcgruerwealth.com> 
Sent: November 19, 2025 1:10 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Gubbe, Victoria <Victoria.Gubbe@canadalife.com>
Subject: FW: [EXT] RE: 

L599031 I am the servicing advisor on this case. Please advise the Canada life code that is attached to me on this policy. Thank you Reid McGruer |BA, CFP, CHS, CLU, Ch. F. C. President, McGruer Wealth and Estate Planning Group 408-355 Burrard
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
L599031

I am the servicing advisor on this case. Please advise the Canada life code that is attached to me on this policy. Thank you


Reid McGruer |BA, CFP, CHS, CLU, Ch.F.C.
President, McGruer Wealth and Estate Planning Group


 

408-355 Burrard Street
Vancouver B.C.    V6C 2G8

Cell: 604-202-2803
Email: reid@mcgruerwealth.com


Assistant: Jaspreet Brar
Jaspreet.brar@canadalife.com
Direct: (778)736-0621


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Gubbe, Victoria <Victoria.Gubbe@canadalife.com> 
Sent: November 18, 2025 3:33 PM
To: Reid McGruer <Reid@mcgruerwealth.com>
Subject: RE: [EXT] RE: 

Reid, I think you’ll need to call CS the old-fashioned way or write to canindserv@canadalife.com figure out the code. 

 

From: Reid McGruer <Reid@mcgruerwealth.com> 
Sent: November 18, 2025 12:56 PM
To: Gubbe, Victoria <Victoria.Gubbe@canadalife.com>
Subject: RE: [EXT] RE: 

Ok…. Any idea of the code that I show up as on this? BTW…. I did do the first two term re-writes on the list 😊 a few months ago. Reid McGruer |BA, CFP, CHS, CLU, Ch. F. C. President, McGruer Wealth and Estate Planning Group 408-355 Burrard

Ok….Any idea of the code that I show up as on this?



Reid McGruer |BA, CFP, CHS, CLU, Ch.F.C.
President, McGruer Wealth and Estate Planning Group


 

408-355 Burrard Street
Vancouver B.C.    V6C 2G8

Cell: 604-202-2803
Email: reid@mcgruerwealth.com


Assistant: Jaspreet Brar
Jaspreet.brar@canadalife.com
Direct: (778)736-0621


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-24T20:26:00.000+0000,False,False,005OH0000088z1hYAA,2025-11-24T20:26:00.000+0000,005OH0000088z1hYAA,2025-11-24T20:29:37.000+0000,005OH0000088z1hYAA,2025-11-24T20:29:37.000+0000,(604)202-2803,(604) 202-2803,reid@mcgruerwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZcjoYAC,False,,23992643,003OH000002pIjJYAU,001OH000003XFxqYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:36:30.000+0000,False,False,0055o000002KxmIAAS,2025-11-24T20:36:30.000+0000,0055o000002KxmIAAS,2025-11-24T20:36:30.000+0000,0055o000002KxmIAAS,2025-11-24T20:36:30.000+0000,(519)258-5510,,dtolmie@selectpath.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxmIAAS,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZd9ZYAS,False,,23992109,0030A0000029jAIQAY,0010A000002w6igQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:29:08.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T20:29:08.000+0000,005OH00000BfonJYAR,2025-11-24T20:29:09.000+0000,005OH00000BfonJYAR,2025-11-24T20:29:09.000+0000,(604)276-8081,(604) 779-3806,garyksng2001@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZdG1YAK,False,,23992140,003G0000018f7rEIAQ,0010A000002wPxeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:29:36.000+0000,False,False,005OH000006owoYYAQ,2025-11-24T20:29:36.000+0000,005OH000006owoYYAQ,2025-11-24T20:29:37.000+0000,005OH000006owoYYAQ,2025-11-24T20:29:37.000+0000,(306)653-2313,(306) 222-0363,dowen@cherryinsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZdnuYAC,False,,23992530,0030A0000029levQAA,0010A000002w8mSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:35:06.000+0000,False,False,005OH00000BfjndYAB,2025-11-24T20:35:06.000+0000,005OH00000BfjndYAB,2025-11-24T20:35:06.000+0000,005OH00000BfjndYAB,2025-11-24T20:35:06.000+0000,(604)795-5566,(604)793‐3449,daryl.martz@martzwealth.com,(604)795-5365,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZe2XYAS,False,,23995707,0030A000008XUvJQAW,0010A000009Rt9RQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:23:02.000+0000,False,False,005OH00000865wTYAQ,2025-11-24T21:23:02.000+0000,005OH00000865wTYAQ,2025-11-24T21:23:02.000+0000,005OH00000865wTYAQ,2025-11-24T21:23:02.000+0000,(587)891-8580,,weich74@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZe2YYAS,False,,23995778,003G0000018f7gAIAQ,0010A000002wPmjQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:23:59.000+0000,False,False,005G0000002gxxjIAA,2025-11-24T21:23:59.000+0000,005G0000002gxxjIAA,2025-11-24T21:23:59.000+0000,005G0000002gxxjIAA,2025-11-24T21:23:59.000+0000,(450) 743-3357,(450) 561-5463,info@jfgagne.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZeLqYAK,False,,23996101,003OH000004cKukYAE,001OH000005rpRPYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:29:42.000+0000,False,False,005OH000006owoYYAQ,2025-11-24T21:29:42.000+0000,005OH000006owoYYAQ,2025-11-24T21:29:43.000+0000,005OH000006owoYYAQ,2025-11-24T21:29:43.000+0000,(306)652-7225X228,,kjacobs@sentinelgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZeTqYAK,False,,23993238,0030A000009PCIMQA4,0010A00000ARLqRQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:44:30.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T20:44:30.000+0000,005OH000004Ir1xYAC,2025-11-24T20:44:30.000+0000,005OH000004Ir1xYAC,2025-11-24T20:44:30.000+0000,(587)974-0258,,lisazhou@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZeTsYAK,False,,23994779,0030A0000029g8eQAA,0010A000002w4CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:06:46.000+0000,False,False,005OH000005URvxYAG,2025-11-24T21:06:46.000+0000,005OH000005URvxYAG,2025-11-24T21:06:47.000+0000,005OH000005URvxYAG,2025-11-24T21:06:47.000+0000,(780)433-0444,(780) 289-7862,shelley@sheltryn.ca,(866)403-6889,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZeYlYAK,False,,23996514,0035o000004POp9AAG,0015o000004yXxtAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:37:08.000+0000,False,False,005OH000005URvxYAG,2025-11-24T21:37:08.000+0000,005OH000005URvxYAG,2025-11-24T21:37:09.000+0000,005OH000005URvxYAG,2025-11-24T21:37:09.000+0000,(780)953-1833,,affinancialgp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZfV5YAK,False,,23996642,0035o000006xvbyAAA,0015o000007aXUJAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is unsure how to register for User ID, indicated they are stuck at Step 3 of 3. Used logmein to assist user to register. 

*****************Dec.01/2025******************
Call-back- assisted user to register for Workspace 

Email: cora@thebig.ca 
Code: E4447

*********************************************


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 12:38 PM
To: Cora Chan <cora@thebig.ca>
Subject: RE: Workspace Support C23996642- Registration

Good afternoon, Cora

Thank you for contacting the Workspace Support Team, it was great speaking with you today about registration!
 
I'm glad I was able to assist you with registering for your Workspace account. You are now set up for the two-factor authentication, during Workspace login it will now request a confirmation through the Google authenticator.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Cora Chan <cora@thebig.ca> 
Sent: December 1, 2025 12:17 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Workspace Support C23996642- Registration

Hi Anita, I am trying to call your 1800 number, and when I click 1 or 2 for help. I was stuck there and can’t get to anywhere. Can you please give me a call? Thank you Cora Chan Managing Partner 403. 776. 8210 ext: 41002 cora@ thebig. ca www. thebig. ca/cora
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Anita, 

I am trying to call your 1800 number, and when I click 1 or 2 for help. I was stuck there and can’t get to anywhere. Can you please give me a call?

Thank you 

 	Cora Chan 
MANAGING PARTNER
 
	  403.776.8210 ext: 41002
  cora@thebig.ca
  www.thebig.ca/cora
 
Billyard Insurance Group Inc.
Unit 215-11505 35 Street SE • Calgary • Alberta • T2Z 4B1
Click here to view our Privacy Statement, How We Get Paid, CISRO Principles of Conduct and RIBO “About Your Insurance Broker” Fact Sheet.

A request by e-mail, fax or voicemail is not sufficient to bind or amend insurance coverage. Confirmation that the changes have been made must be received from a licensed insurance representative. This (email or fax) communication and accompanying documents are intended only for the individual entity to which it is addressed and may contain information that is confidential, privileged or exempt from disclosure under applicable law. Any use of this information by individuals or entities other than the intended recipient is strictly prohibited. If you have received this in error, please notify the sender and delete all the copies (electronic or otherwise) immediately.
			

From: Cora Chan <cora@thebig.ca> 
Sent: December 1, 2025 10:08 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Support C23996642- Registration

Hi Anita, 

Are you good now? Sorry to rush you, I’ve been cutting off a people call and wait for your call. 

Thank you Anita  

 	Cora Chan 
MANAGING PARTNER
 	 
	  403.776.8210 ext: 41002
  cora@thebig.ca
  www.thebig.ca/cora
 	 
Billyard Insurance Group Inc.
Unit 215-11505 35 Street SE • Calgary • Alberta • T2Z 4B1
Click here to view our Privacy Statement, How We Get Paid, CISRO Principles of Conduct and RIBO “About Your Insurance Broker” Fact Sheet.

A request by e-mail, fax or voicemail is not sufficient to bind or amend insurance coverage. Confirmation that the changes have been made must be received from a licensed insurance representative. This (email or fax) communication and accompanying documents are intended only for the individual entity to which it is addressed and may contain information that is confidential, privileged or exempt from disclosure under applicable law. Any use of this information by individuals or entities other than the intended recipient is strictly prohibited. If you have received this in error, please notify the sender and delete all the copies (electronic or otherwise) immediately.
			

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 9:24 AM
To: Cora Chan <cora@thebig.ca>
Subject: RE: Workspace Support C23996642- Registration

CAUTION: This email originated from outside of the organization.

Hi Cora, 

Yes, I can give you a call today. I can call at around 12EST if that works for you? 
Just confirming this is your number to reach you at, 403.776.8210 ext: 41002? 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Cora Chan <cora@thebig.ca> 
Sent: December 1, 2025 11:16 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Support C23996642- Registration

Good morning Anita, I would like to get help asap. Do you have any time today? I postpone my client again and again. I don’t want to lose this client because of this. Thank you Anita If tomorrow I can do morning from 9am to 11am mountain time

Good morning Anita, 

I would like to get help asap. Do you have any time today? 

I postpone my client again and again. I don’t want to lose this client because of this. Thank you Anita 

If tomorrow I can do morning from 9am to 11am mountain time too. Thank you 

 	Cora Chan 
MANAGING PARTNER
 	 
	  403.776.8210 ext: 41002
  cora@thebig.ca
  www.thebig.ca/cora
 	 
Billyard Insurance Group Inc.
Unit 215-11505 35 Street SE • Calgary • Alberta • T2Z 4B1
Click here to view our Privacy Statement, How We Get Paid, CISRO Principles of Conduct and RIBO “About Your Insurance Broker” Fact Sheet.

A request by e-mail, fax or voicemail is not sufficient to bind or amend insurance coverage. Confirmation that the changes have been made must be received from a licensed insurance representative. This (email or fax) communication and accompanying documents are intended only for the individual entity to which it is addressed and may contain information that is confidential, privileged or exempt from disclosure under applicable law. Any use of this information by individuals or entities other than the intended recipient is strictly prohibited. If you have received this in error, please notify the sender and delete all the copies (electronic or otherwise) immediately.
			

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 8:28 AM
To: Cora Chan <cora@thebig.ca>
Subject: RE: Workspace Support C23996642- Registration

CAUTION: This email originated from outside of the organization.

Hi Cora, 

Would you like to schedule a time where I can give you a call back and I can assist you with registering for Workspace? It does appear the 48 hours has been passed and so you should be able to register.
Please provide a date and time and I can give you a call. Please also provide your phone number.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Cora Chan <cora@thebig.ca> 
Sent: November 27, 2025 11:04 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Support C23996642- Registration

Hi Anita, Sorry to bother you. I tried to login tonight and said my password is incorrect. So I click reset password and no email send to me. I checked junk mail and is nothing. And I already wait over 48 hours. Is there anything you can help. 

Hi Anita, 

Sorry to bother you. I tried to login tonight and said my password is incorrect. So I click reset password and no email send to me. I checked junk mail and is nothing. And I already wait over 48 hours. Is there anything you can help. 

Sorry to bother you again. 

Thank you Anita 

 	Cora Chan 
MANAGING PARTNER
 	 
	  403.776.8210 ext: 41002
  cora@thebig.ca
  www.thebig.ca/cora
 	 
Billyard Insurance Group Inc.
Unit 215-11505 35 Street SE • Calgary • Alberta • T2Z 4B1
Click here to view our Privacy Statement, How We Get Paid, CISRO Principles of Conduct and RIBO “About Your Insurance Broker” Fact Sheet.

A request by e-mail, fax or voicemail is not sufficient to bind or amend insurance coverage. Confirmation that the changes have been made must be received from a licensed insurance representative. This (email or fax) communication and accompanying documents are intended only for the individual entity to which it is addressed and may contain information that is confidential, privileged or exempt from disclosure under applicable law. Any use of this information by individuals or entities other than the intended recipient is strictly prohibited. If you have received this in error, please notify the sender and delete all the copies (electronic or otherwise) immediately.
			

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 24, 2025 2:51 PM
To: Cora Chan <cora@thebig.ca>
Subject: Workspace Support C23996642- Registration

	You don't often get email from clworkspacesupport@canadalife.com. Learn why this is important 

CAUTION: This email originated from outside of the organization.

Good afternoon, Cora

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with registering for your User ID (formerly known as RepNet). Now that you are registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/
 
If you have any questions or need further assistance, we’re here to help

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T21:51:18.000+0000,False,False,005OH00000BG5v4YAD,2025-11-24T21:39:38.000+0000,005OH00000BG5v4YAD,2025-12-01T17:38:35.000+0000,005OH00000BG5v4YAD,2025-12-01T17:38:35.000+0000,(403)619-3882,,cora@thebig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZg99YAC,False,,23995983,0030A0000029XFCQA2,0010A000002vwrvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call back- no answer,Medium,Refer to C23995364,True,2025-11-24T21:33:53.000+0000,False,False,005OH00000BG5v4YAD,2025-11-24T21:27:28.000+0000,005OH00000BG5v4YAD,2025-11-24T21:33:53.000+0000,005OH00000BG5v4YAD,2025-11-24T21:33:53.000+0000,(708)806-1959,780 806 1959,troy.sfconcepts@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZgPFYA0,False,,23995412,003G0000018f7M8IAI,0015o000006qoaCAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Pre-2017 product illustration issue,Medium,"*** DDS 16DEC2025 ***
user called and spoke with Adanne, refused to speak to L! and requested me specifically, called user, installed latest version of PI, authenticated and changed ISAM password, got user to change to perm via self care page, resolved

*** DDS 27NOV2025 ***
offered a call again

**** DDS 26NOV2025 ***
no reply, f/u email sent, closing

*** DDS 25NOV2025 ***
confirmed user has @londonlife.bz account with correct security group, provided steps to reset password through self care page, offered to schedule call

****DDS**** 11/24/2025
Advisor: Nirmal SHAH
LL CODE: LL30602
Userid: ll30620@llext
Email : nshah@lavorogroup.ca
Phone: 780-886-9795

Issue: Advisor not able to access product illustration for pre-2017 policies, they are having issues upon sign in with a message “ password not recognized or version you are using is not correct”. The user advised they were still able to access it a month ago.

Steps: Tried a password reset in ISAM but wasn’t successful also tired clearing cache and cookies. The issue persisted. Verified ISAM and user doesn’t have the right permission set group, or I am not able to see it. KB0021014

ESCALATED TO 2ND LEVEL






****email chain****

Hello Nirmal,

Thank you for taking my call today, it was a pleasure speaking with you! To recap, we did a logmein session, uninstalled and re-installed the latest version of the Product Illustrator, updated your password and you were able to login successfully. Don’t hesitate to reach out if there is anything I can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Good morning Nirmal,

Thank you for your email and for the update. Please let me know your availability for a call so we can troubleshoot further, alternately you can contact our team directly at your convenience.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Nirmal Shah <nshah@lavorogroup.ca> 
Sent: November 26, 2025 3:04 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Product Illustrator Access - C23995412

I haven’t kept the temporary pw what he gave me yesterday. And we did tried doing that what you are asking. Changed the pw and used the same for product illustration but it didn’t worked. Thanks Nirmal Shah Financial Advisor Direct: 780-886-9795
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I haven’t kept the temporary pw what he gave me yesterday.

And we did tried doing that what you are asking.

Changed the pw and used the same for product illustration but it didn’t worked.

Thanks

Nirmal Shah
FINANCIAL ADVISOR
 Direct: 780-886-9795 or nshah@lavorogroup.ca
 
pronunciation: /la’voro/ is an Italian verb meaning, “Work.”
 7240 - 82 Avenue NW, Edmonton AB T6B 0G1
 ""Your Goals & Dreams, Our advice, TOGETHER  Your Plan.”
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.   We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.


Hello Nirmal,

I am following up regarding the email below. Please let me know if you are still having issues accessing the Product Illustrator as I am happy to give you a call to help resolve the issue. Please let me know if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
-------------------
Good morning Nirmal,

I am reaching out from Workspace Support regarding the Product Illustrator access issue yesterday. I have a few more steps that I would like you to try to resolve the issue and I am happy to schedule a call with you to go through them together. If you would like a call, please provide your availability and the best number to reach you at, I am in the office Mon-Fri 8am-4pm EST. 

Can you please go to Sign in | Canada Life and sign in with your User ID (LLxxxxx@llext) and the temporary password that you were provided by Busayo yesterday to reset the password?

After this is completed, please let me know if you can sign into the Product Illustrator using your LL number (not including @llext) and the new password.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello, 

     Advisor having issues accessing product illustration, getting issues at sign in:

*****DDS****11/25/2024
Advisor: Nirmal SHAH
LL CODE: LL30602
Userid: ll30620@llext
Email : nshah@lavorogroup.ca
Phone: 780-886-9795

Issue: Advisor not able to access product illustration for pre-2017 policies, they are having issues upon sign in with a message “ password not recognized or version you are using is not correct”. The user advised they were still able to access it a month ago. 

Steps: Tried a password reset in ISAM but wasn’t successful also tired clearing cache and cookies. The issue persisted. Verified ISAM and user doesn’t have the right permission set group, or I am not able to see it. KB0021014

Busayo Alarape  
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: personal email  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T14:01:50.000+0000,False,False,005OH000006wv2TYAQ,2025-11-24T21:17:37.000+0000,005OH00000BFQFHYA5,2025-12-16T15:28:04.000+0000,005OH000006wv2TYAQ,2025-12-16T15:28:04.000+0000,(587)525-6089,780 886 9795,nshah@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZh21YAC,False,,23996717,0035o000003UHx2AAG,0015o0000047XJxAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:41:10.000+0000,False,False,005OH000005URvxYAG,2025-11-24T21:41:10.000+0000,005OH000005URvxYAG,2025-11-24T21:41:11.000+0000,005OH000005URvxYAG,2025-11-24T21:41:11.000+0000,(780)464-7550,,tom@tomcorsmeier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZh9zYAC,False,,23994836,0030A00000CVdxPQAT,0010A00000D6bsHQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:07:54.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T21:07:54.000+0000,005OH000004Ir1xYAC,2025-11-24T21:07:54.000+0000,005OH000004Ir1xYAC,2025-11-24T21:07:54.000+0000,(403)265-8545X223,,aj@mjtaxation.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZhGPYA0,False,,23993103,0030A0000029i6zQAA,0010A000002w5saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:42:46.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T20:42:46.000+0000,005OH000004Ir1xYAC,2025-11-24T20:42:46.000+0000,005OH000004Ir1xYAC,2025-11-24T20:42:46.000+0000,(403)698-3983,(403) 271-1905,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZhGWYA0,False,,23998460,0030A0000029YswQAE,0010A000002vyEpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:17:35.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T22:17:35.000+0000,005OH000004Ir1xYAC,2025-11-24T22:17:36.000+0000,005OH000004Ir1xYAC,2025-11-24T22:17:36.000+0000,(403)253-4840,587 582-5377,lorraine.reed@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZhTLYA0,False,,23993550,0030A0000029mVhQAI,0010A000002w9VQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlocking account -Setting up MFA,Medium,"Bonjour Andre, 

Ce fut un plaisir de vous parler au téléphone plus tôt concernant votre accès à l’Espace affaires et la configuration de votre authentificateur.

Pour récapituler ce que nous avons fait :
•	Nous avons débloqué votre compte Espace affaires
•	Nous avons réinitialisé votre mot de passe.
•	Configuré votre authentification multifactorielle (MFA).
•	Accédé à votre compte aves succès.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T21:08:06.000+0000,False,False,005OH00000AbCcLYAV,2025-11-24T20:48:10.000+0000,005OH00000AbCcLYAV,2025-11-24T21:08:07.000+0000,005OH00000AbCcLYAV,2025-11-24T21:08:07.000+0000,(418)671-8446,,sf.aleclerc@gmail.com,(418)276-7321,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZheiYAC,False,,23998624,0030A0000029WSmQAM,0010A000002vwBQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:21:42.000+0000,False,False,005OH000005URvxYAG,2025-11-24T22:21:42.000+0000,005OH000005URvxYAG,2025-11-24T22:21:42.000+0000,005OH000005URvxYAG,2025-11-24T22:21:42.000+0000,(780)988-2220,(780) 993-5503,mel_angeles@hotmail.com,(780)988-2221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZi1DYAS,False,,23994318,0030A000007A7jOQAS,0010A000008187oQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:59:19.000+0000,False,False,005OH000006owoYYAQ,2025-11-24T20:59:19.000+0000,005OH000006owoYYAQ,2025-11-24T20:59:19.000+0000,005OH000006owoYYAQ,2025-11-24T20:59:19.000+0000,(306)586-0905,(306) 690-9769,xyrus.smith@heartlandfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZi1FYAS,False,,23994874,003OH000004f9hoYAA,001OH000005vQhIYAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,practice tab report on IC,Medium,"**EMAIL**

Good morning Jessica,

I found this information below regarding Principal/delegate access with the compensation reports on Investment Centre:

“As a principal, it is important to understand that this form will provide delegate access to compensation reporting for EVERY advisor the delegate is currently aligned to. For more information, please see the reporting toolkit within our wealth process toolkit:
https://canadalife.sumtotal.host/Core/pillarRedirect?relyingParty=LM&url=core%2Factivitydetails%2FViewActivityDetails%3FActivityId%3D8104%26UserMode%3D0”


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: November 25, 2025 11:27 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: Practice Access /Case23994874

Thanks Carmen! So does this means that Jim can run reports for only his clients, rather than all clients under the Navigator umbrella? Is there a way to get access to reporting for all advisors’ clients? Thanks, Jessica Jessica Sutton, CFP Chief
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thanks Carmen! So does this means that Jim can run reports for only his clients, rather than all clients under the Navigator umbrella? Is there a way to get access to reporting for all advisors’ clients?

Thanks,
Jessica


Good afternoon Jessica,

Thank you for reaching out to Wealth Reporting Support team.

Please note only principal advisors have default access to compensation reports under the Practice tab on Investment Centre. Please have the principal advisor to fill out and submit the form to give delegation access to associate advisors and operation teams. 
•	Delegate access form: Compensation reporting

 


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: November 22, 2025 2:36 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Field Commissions <Fieldcommissions@canadalife.com>; Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>; Navigator Financial Group <jim@navfinancial.ca>
Subject: [EXT] RE: Practice Access 

Hi reporting team, Looping you in on this email thread. I am hoping you can assist me in tracking down wrap fee commission reports. I have access to the wrap fee transaction report but not wrap fee commission report. Would this be something
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi reporting team,

Looping you in on this email thread. I am hoping you can assist me in tracking down wrap fee commission reports. I have access to the wrap fee transaction report but not wrap fee commission report. Would this be something you could assist with? My understanding, based on Patricia’s email below, is that it should be under the below path, however is not showing. I’ve attached a copy of the report that I am striving for.

 

Thanks,
Jessica


Jessica Sutton, CFP
Chief Operating Officer & Advisor
303-1886 Oxford St. W., London, ON, N6K 0J8
P: 647.228.2411 | F: 519.850.5001
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.



From: Field Commissions <Fieldcommissions@canadalife.com> 
Sent: Friday, November 21, 2025 12:56 PM
To: Jessica Sutton <jessica@navfinancial.ca>; Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>
Subject: RE: Practice Access 

Hi Jessica,

I’m including the screen shot I originally provided to Jim when I gave him copies of the report. 

I’m also including the email for the team which supports advisors with report-related questions.
WealthReportingSupport@canadalife.com

Hope this helps. 


 
In Investment Centre, select Reports / Management / Practice then set Type to Wrap Fee Commission Report. 
 
 
 



Patricia McBrearty (she/her)
Contracts & Compensation Specialist  |  Contracting, Compensation and Financial Operations

Patricia.McBrearty@canadalife.com  |  416-552-5867

 Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: November 20, 2025 6:43 PM
To: Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>; Field Commissions <Fieldcommissions@canadalife.com>
Subject: [EXT] RE: Practice Access 

Hi Patricia, Are you able to assist me in explaining how you generated the commission report through the practice option? Our understanding is that it should be found following the below path: In Investment Centre, select Reports / Management

Hi Patricia,

Are you able to assist me in explaining how you generated the commission report through the practice option? 
Our understanding is that it should be found following the below path: In Investment Centre, select Reports / Management / Practice then set Type to Wrap Fee Commission Report. 
We are trying to see the commission paid broken out per client. Example, on the last statement we received $x in commission from John, $x from Matt, etc.
Thanks,
Jessica
Jessica Sutton, CFP
Chief Operating Officer & Advisor
303-1886 Oxford St. W., London, ON, N6K 0J8
P: 647.228.2411 | F: 519.850.5001
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.
From: Quadrus Security Requests 
Sent: Thursday, November 20, 2025 11:16 AM
To: Jessica Sutton 
Cc: Quadrus Security Requests 
Subject: RE: Practice Access 
HI Jessica,
Could you please let me know what you mean by “Practice Access”?
Where are you logging on and what are you trying to do?
Thanks,
Trish
Quadrus Security Requests
quadrussecurityrequests@quadrusinvestment.com
By replying to this request, any personal information provided will be used to provide you with products and services. To learn more about our personal information policies and practices, visit canadalife.com/privacy.
En répondant à cette demande, toutes les informations personnelles fournies seront utilisées pour vous fournir des produits et services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, visitez canadalife.com/privacy.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus
From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: November 19, 2025 12:38 PM
To: Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>
Subject: [EXT] RE: Practice Access 
Hi team, I am not seeing the option on our investment center. Can you please advise the turnaround time to see this and where the practice access will be located? I was under the impression is should be reports -> management -> fees ->
Hi team,
I am not seeing the option on our investment center. Can you please advise the turnaround time to see this and where the practice access will be located? I was under the impression is should be reports -> management -> fees -> some form of compensation report based on the reporting cycle.
Thanks,
Jessica
Jessica Sutton, CFP
Chief Operating Officer & Advisor
303-1886 Oxford St. W., London, ON, N6K 0J8
P: 647.228.2411 | F: 519.850.5001
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.
From: Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com> 
Sent: Wednesday, November 19, 2025 9:27 AM
To: Jessica Sutton <jessica@navfinancial.ca>; Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>; Jim Collins <jim@navfinancial.ca>; Cam Law <cam@navfinancial.ca>
Subject: RE: Practice Access 
Good morning,
This access has been set up for the codes listed below.
Thanks,
Andy
Quadrus Security Requests
quadrussecurityrequests@quadrusinvestment.com
By replying to this request, any personal information provided will be used to provide you with products and services. To learn more about our personal information policies and practices, visit canadalife.com/privacy.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus
From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: November 19, 2025 9:05 AM
To: Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>; Navigator Financial Group <jim@navfinancial.ca>; Law, Cameron <cam@navfinancial.ca>
Subject: [EXT] RE: Practice Access 
Would these work? Cam - LL24298 Jim - LL15345 Jessica - LL18449 Thanks, Jessica Jessica Sutton, CFP Chief Operating Officer & Advisor 303-1886 Oxford St. W. , London, ON, N6K 0J8 P: 647. 228. 2411 | F: 519. 850. 5001 The contents of this communication,
Would these work?
Cam - LL24298
Jim - LL15345
Jessica - LL18449
Thanks,
Jessica
Jessica Sutton, CFP
Chief Operating Officer & Advisor
303-1886 Oxford St. W., London, ON, N6K 0J8
P: 647.228.2411 | F: 519.850.5001
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.
From: Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com> 
Sent: Wednesday, November 19, 2025 7:39 AM
To: Jessica Sutton <jessica@navfinancial.ca>; Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>; Jim Collins <jim@navfinancial.ca>; Cam Law <cam@navfinancial.ca>
Subject: RE: Practice Access 
Good morning,
The codes you have listed below are not Investment Centre codes and unfortunately cannot be added.
Thanks,
Andy
Quadrus Security Requests
quadrussecurityrequests@quadrusinvestment.com
By replying to this request, any personal information provided will be used to provide you with products and services. To learn more about our personal information policies and practices, visit canadalife.com/privacy.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus
From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: November 18, 2025 4:35 PM
To: Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>; Navigator Financial Group <jim@navfinancial.ca>; Law, Cameron <cam@navfinancial.ca>
Subject: [EXT] Practice Access 
Hi team, Can you please grant Jim, Cam and myself practice access in the reports section on investment center? I require delegate access to theirs but would also like access to clients under my rep code as well if possible. Jim - W5620 Cam -
Hi team,
Can you please grant Jim, Cam and myself practice access in the reports section on investment center? I require delegate access to theirs but would also like access to clients under my rep code as well if possible.
Jim - W5620
Cam - W5621
Jessica - F6473
@Jim Collins & @Cam Law – can you please “reply all” granting permission for this request?
Thanks,
Jessica
Jessica Sutton, CFP
Chief Operating Officer & Advisor
303-1886 Oxford St. W., London, ON, N6K 0J8
P: 647.228.2411 | F: 519.850.5001
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.",True,2025-11-24T21:08:38.000+0000,False,False,005OH0000071DK9YAM,2025-11-24T21:08:38.000+0000,005OH0000071DK9YAM,2025-11-26T16:20:18.000+0000,005OH0000071DK9YAM,2025-12-13T02:01:06.000+0000,(647)228-2411,,jessica@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZji5YAC,False,,23996902,0030A0000029XABQA2,0010A000002vwovQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:44:22.000+0000,False,False,005OH000006owoYYAQ,2025-11-24T21:44:22.000+0000,005OH000006owoYYAQ,2025-11-24T21:44:23.000+0000,005OH000006owoYYAQ,2025-11-24T21:44:23.000+0000,(306)882-4365,(306) 831-8703,ekidd@avisoinsurance.ca,(306)882-4369,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZkO4YAK,False,,23998899,0035o000003MMlAAAW,0015o000003zZqiAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:28:56.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T22:28:56.000+0000,005OH000004Ir1xYAC,2025-11-24T22:28:57.000+0000,005OH000004Ir1xYAC,2025-11-24T22:28:57.000+0000,(403)400-7856,,bobzhang28cf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZkUPYA0,False,,23993922,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T20:53:25.000+0000,False,False,0055o000001t1uPAAQ,2025-11-24T20:53:25.000+0000,0055o000001t1uPAAQ,2025-11-24T20:53:26.000+0000,0055o000001t1uPAAQ,2025-11-24T20:53:26.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZke5YAC,False,,23993945,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The customer and agent discussed the snowy weather in Calgary, where the agent is located. The agent mentioned that it had snowed heavily overnight, with about a foot of snow. The customer expressed relief that their location had not received as much snow. The agent then informed the customer about an upcoming market outlook call and offered to send the customer a link to the event. The customer requested the link and said they would share it with a colleague. The agent confirmed that the call would have a replay available for those unable to attend live.",True,2025-11-24T20:53:46.000+0000,False,False,005OH000005URvxYAG,2025-11-24T20:53:46.000+0000,005OH000005URvxYAG,2025-11-24T20:58:15.000+0000,005OH000005URvxYAG,2025-11-24T20:58:15.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZmBGYA0,False,,23995342,0030A000007A6vTQAS,0010A00000817JeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:16:33.000+0000,False,False,0055o000001t1uPAAQ,2025-11-24T21:16:33.000+0000,0055o000001t1uPAAQ,2025-11-24T21:16:33.000+0000,0055o000001t1uPAAQ,2025-11-24T21:16:33.000+0000,(416)727-1256,(416) 727-1256,tiffany.ou@theawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZns5YAC,False,,23994695,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000001t1uPAAQ,2025-11-24T21:05:21.000+0000,0055o000001t1uPAAQ,2026-02-05T21:22:02.000+0000,0055o000001t1uPAAQ,2026-02-05T21:22:02.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZo4zYAC,False,,23994764,0030A000008LI8aQAG,0010A000009EL0UQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor did not pass authentication
*****
Hi Chun Jen , thank you for contacting the workspace support today.

To recap our call, you needed assistance with workspace , but I was unable to authenticate you. Once you have all the correct information we should be able to assist you here.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T21:15:33.000+0000,False,False,005OH00000BFQFCYA5,2025-11-24T21:06:36.000+0000,005OH00000BFQFCYA5,2025-11-24T21:15:33.000+0000,005OH00000BFQFCYA5,2025-11-24T21:15:33.000+0000,(778)868-0288,,lindachen@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZpPFYA0,False,,23994993,0030A0000029agbQAA,0010A000002vzleQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****11/24/25 

Authenticated user and setup MFA with Google authenticator
User signed in successfully.
 
============================================================================================= 
 
****Email Chain****

Bonjour Josée,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur l’Espace Affaires.

Lors de notre appel, nous avons déconnecté et reconnecté l’authentificateur Google à votre compte Espace Affaires. Vous avez également pu vous connecter, déconnecter et reconnecter sur votre compte Espace Affaires avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T21:24:49.000+0000,False,False,005OH0000097FtCYAU,2025-11-24T21:10:34.000+0000,005OH0000097FtCYAU,2025-11-24T21:24:49.000+0000,005OH0000097FtCYAU,2025-11-24T21:24:49.000+0000,(418)803-5575,,j.lebel@infoprimes.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZpdlYAC,False,,23995048,003OH00000MauAMYAZ,001OH00000RPyERYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for final authentication,True,2025-11-24T23:47:32.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T21:11:13.000+0000,005OH00000BFPZHYA5,2025-11-24T23:47:32.000+0000,005OH00000BFPZHYA5,2025-11-24T23:47:32.000+0000,(204)940-6555,,bing.li@wyattdowling.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZq0LYAS,False,,23995131,0035o0000038saCAAQ,0015o000003nX7WAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:12:55.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T21:12:55.000+0000,005OH000004Ir1xYAC,2025-11-24T21:12:55.000+0000,005OH000004Ir1xYAC,2025-11-24T21:12:55.000+0000,(403)383-6606,,shay@pugachevsky.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZqWcYAK,False,,23996303,0030A0000029jIwQAI,0010A000002w6qNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:33:10.000+0000,False,False,005OH000005URvxYAG,2025-11-24T21:33:10.000+0000,005OH000005URvxYAG,2025-11-24T21:33:10.000+0000,005OH000005URvxYAG,2025-11-24T21:33:10.000+0000,(780)722-8482,,craig.anheliger@awme.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZqbSYAS,False,,23995296,003G0000018f6W1IAI,0010A000002wOSiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:15:54.000+0000,False,False,005G0000002gxxjIAA,2025-11-24T21:15:54.000+0000,005G0000002gxxjIAA,2025-11-24T21:15:54.000+0000,005G0000002gxxjIAA,2025-11-24T21:15:54.000+0000,(514)931-4242X231,(514) 770-5343,zach.csfinancial@sympatico.ca,(514)428-9673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZr2rYAC,False,,23995351,0030A0000029o2uQAA,0010A000002wAmcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:16:44.000+0000,False,False,005OH000004pk06YAA,2025-11-24T21:16:44.000+0000,005OH000004pk06YAA,2025-11-24T21:16:44.000+0000,005OH000004pk06YAA,2025-11-24T21:16:44.000+0000,(905)760-8508,(416) 809-5708,kris.svirkov@totalinsurancesolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZrAvYAK,False,,23995364,0030A0000029XFCQA2,0010A000002vwrvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User wants to reset MFA. Authenticated user and called back to disconnect MFA to set up new one. 

Tried calling user back but got the message ""The number you have called has been changed , disconnected or out of service""
Email: troy.sfconcepts@gmail.com 
Code: D4961
Phone: 708-806-1959

*********************************************
Good afternoon, Troy 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the MFA!
 
I did try calling you back two time with the number you provided and, on our system, 708-806-1959. However, it goes straight to the recording “the number you have called has been changed, disconnected or out of service” 

Can you please try giving a call again and referring to this Case # 23995364. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
*************
Hi Troy , thank you for contacting the workspace support today.
To recap our call, I was able to disconnect you MFA. However, when I tried to call back the answer machine stated, “The number you have called has been changed , disconnected or out of service"". Here are steps on how you can add you MFA using the salesforce authenticator for workspace. Please follow the prompts on the workspace screen to reconnect your MFA



1. Open the Salesforce Authenticator app on the mobile device

2. The Connect Your account screen should appear, if not tap Add an Account

The two-word phrase should now appear on the app

 

Computer steps
3. Input the Two-Word Phrase from the authenticator app then click Connect


Mobile Device steps
4. Tap Got It on the message confirming the account was added. 




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T21:51:56.000+0000,False,False,005OH00000BG5v4YAD,2025-11-24T21:16:55.000+0000,005OH00000BG5v4YAD,2025-11-24T21:51:57.000+0000,005OH00000BFQFCYA5,2025-11-24T21:51:57.000+0000,(708)806-1959,780 806 1959,troy.sfconcepts@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZrPSYA0,False,,23996436,003G000001bfYVhIAM,0010A000002wSrcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Model Portfolio Report Request,Medium,"report provided 

**EMAIL**

Hi Joe,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
83K9SD5MWX

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Joe,

Please find the attached file of any plans/policies currently linked to a model portfolio in Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients that have a model portfolio set up. The details are as follows:

Request 1:
Advisor: Joseph Schaab
Code: ll32556

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to

You can view the request here - https://769372677.sharepoint.com/:x:/r/teams/MFDAProcessEvolutionTeam/Shared%20Documents/Request%20form%20-%20Plans%20with%20a%20Model%20Portfolio.xlsx?d=w9cfa0c6ecebb41688fb7d672b38a734f&csf=1&web=1&e=G5CfK0",True,2025-11-24T21:35:50.000+0000,False,False,005OH0000071DK9YAM,2025-11-24T21:35:50.000+0000,005OH0000071DK9YAM,2025-11-24T21:35:51.000+0000,005OH0000071DK9YAM,2025-11-24T21:35:51.000+0000,(403)862-4823,(403) 862-4823,joe.schaab@familiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZrhCYAS,False,,23997460,0030A000006h9AcQAI,0010A000007Rsv5QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to access MGA Workspace account policies,Medium,"Hi Amy, 

Thank you for contacting Workspace Support.  

These policies are available in your Workspace MGA account. You will be able to access these policies once your Workspace MGA account is registered. 

If you have any additional Workspace issue or any questions, don’t hesitate to reach out to us again by email or by phone.  

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Amy Lee <amy@amy-lee.ca> 
Sent: Friday, November 21, 2025 7:48 AM
To: Processing <Processing@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] J. Dib - Premium vacation - CL client to be added to my client profile 

Please process asap and add his policies to my WS client access. Thank you Amy Lee, RRC Financial Security Advisor www. amy-lee. ca Please note: Effective January 1st I will continue to provide you with the same service using this new email address
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Please process asap and add his policies to my WS client access. 

Thank you 
Amy Lee, RRC
Financial Security Advisor
www.amy-lee.ca
 
Please note:  Effective January 1st I will continue to provide you with the same service using this new email address amy@amy-lee.ca
 
 
The contents of this communication including any attachment(s) are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient) please notify the sender immediately and delete or destroy this communication without reading it and without making, forwarding or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",True,2025-11-24T21:55:45.000+0000,False,False,0055o000001zVCKAA2,2025-11-24T21:55:45.000+0000,0055o000001zVCKAA2,2025-11-24T22:28:12.000+0000,0055o000001zVCKAA2,2025-11-24T22:28:12.000+0000,(519)890-8649,,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZsTaYAK,False,,23995770,0035o000003J0HKAA0,0015o000003wNrHAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T21:23:53.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T21:23:53.000+0000,005OH000004Ir1xYAC,2025-11-24T21:23:54.000+0000,005OH000004Ir1xYAC,2025-11-24T21:23:54.000+0000,(403)667-3979,,zhangjenny958@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZtRHYA0,False,,23998907,0030A0000029pKIQAY,0010A000002wBnxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:29:15.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T22:29:15.000+0000,005OH00000BfonJYAR,2025-11-24T22:29:15.000+0000,005OH00000BfonJYAR,2025-11-24T22:29:15.000+0000,(250)391-9933,,tom@martellinsurance.com,(250)391-9380,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZtfqYAC,False,,23997677,0030A0000029drgQAA,0010A000002w2I9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access to workspace and change email access,Medium,"Assisted the advisor successfully in providing access and changing email 
====================

Hi Steven,

Thank you for contacting the workspace support about assistance in accessing to workspace.

We have successfully accessed your account as well as change your email login to workspace. Thank you for your cooperation in going through the process and for your patience.

Appreciate your time and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T22:21:32.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T22:00:21.000+0000,005OH00000BFPZHYA5,2025-11-24T22:27:11.000+0000,005OH00000BFPZHYA5,2025-11-24T22:27:11.000+0000,(519)884-4650,,stevend.johnson@manulifesecurities.ca,(519)884-9150,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZuNPYA0,False,,24000203,0030A0000029VtVQAU,0010A000002vvkrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Request for signature link - INC1870637,Medium,"****DDS****11/24/25 

Signature link request - sent an email to Service Leader and they will follow up with the user directly 
============================================================================================= 
 
****Email Chain****

Bonjour Roger,

Nous avons reçu votre courriel concernant la proposition 60921012-5 pour votre client Serge Therrien.

Cette requête a été transmis au Soutien Technique Niveau 2 et nous vous tiendrons informe dès qu’il y aura de nouveau.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com> 
Sent: November 21, 2025 9:39 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: roger@assurancesrb.ca
Subject: TR: proposition 60921012-5 - S. Therrien
Importance: High

Bonjour Soutien Espace Affaires,

SVP voir courriel ici-bas…j’ai fait un Teams, ce matin, avec le conseiller et il avait bien complété toutes les sections de la proposition SimplementProtégé et son client ne reçoit pas le courriel de la part du conseiller pour la signature…
SVP vérifié le problème aussitôt que possible.
Merci beaucoup !

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance
Tél.: 581-705-4165 


 

Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

De : Roger Brousseau <roger@assurancesrb.ca> 
Envoyé : 21 novembre 2025 11:03
À : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Objet : [EXT] Re: proposition

Bonjour Mme. Jobson, mon client ne recoit toujours pas son courriel de signature. Il a fait des tests avec des amis afin de vérifier que son courriel n'était pas problématique, et tout foctionne. Je vais attendre de vos nouvelles. Merci pour
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Mme. Jobson,
mon client ne recoit toujours pas son courriel de signature.
Il a fait des tests avec des amis afin de vérifier que son courriel n'était pas problématique, et tout foctionne.
 
Je vais attendre de vos nouvelles.
Merci pour votre aide.




 

--",True,2025-11-24T23:43:53.000+0000,False,False,005OH0000097FtCYAU,2025-11-24T23:09:48.000+0000,005OH0000097FtCYAU,2025-11-25T17:49:15.000+0000,005OH000002iN7pYAE,2025-11-25T17:49:15.000+0000,(418)625-5099,,roger@assurancesrb.ca,(418)625-5098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZwDqYAK,False,,23997207,003OH00000OEsSZYA1,0010A000002vzLHQAY,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 24 2025

(duplicate request - replied on case 23994680)

Bonjour

J’espère que vous allez bien, le site a encore de la difficulté à me sortir des listes de police en vigueur auriez-vous la possibilité de mes sortir les listes de polices en vigueurs pour les codes ci-dessous svp

D1929
H7948
D5336
H7954
E5214
D5914/D5913
H6275
H6269/H6270
H6782
H6278
32888
E6972/E6971
H4231
H6272
A3434

Merci et bonne journée !

 
Jaël Saïle
Coordinatrice au service des contrats
Financière Horizons
T : 514.356.2410 | TSF : 1 888.353.2410
	         

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite



De : BusinessReporting <BusinessReporting@canadalife.com> 
Envoyé : 3 octobre 2025 11:36
À : Saile, jael <jael.saile@financierehorizons.ca>
Objet : Mot de passe du document Excel - INC1796848

Salut!

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le document Excel envoyé: 

 45E9X421
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 

Wilfredy Folgar Lemus
Distribution Digital Support Specialist 
Distribution Digital Support
Digital Enablement 
P: 1-888-999-4516 
E: Wilfredy.Lemus@canadavie.com  
Hours: 9am-5pm 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T21:50:21.000+0000,False,False,005OH000002iN7rYAE,2025-11-24T21:50:21.000+0000,005OH000002iN7rYAE,2025-11-24T21:50:21.000+0000,005OH000002iN7rYAE,2025-11-24T21:50:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZwE1YAK,False,,23999887,0030A0000029pylQAA,0010A000002wCJnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Unable to do the final authentication as the phone number registered on file is supposed to be  7783890413 however it shows in Seibel as 7788390413. Sent request to Workspace escalation team for assistance.
Update:
The number has been updated on file. However no response from the advisor of when is is the best time to call since I reach VM when I tried to call the advisor. Closing the case
===================

Hi Karla,

My apologies as I could not call you earlier at the time you indicated in your email. To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Thank you for you understanding on this situation.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 


Hi Karla,

Letting you know that your phone number has been updated in our system. I did try to call you earlier to have the MFA reset done unfortunately you’re not available.

Sending this email just to make sure that I will be able to get the best time for me to call you back and have the MFA set up for you. Looking forward to talking to you soon. Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   


Hi Karla,

This is to inform you that the team is still on process to update your phone number in our system. I will call you back as soon as I got an update from the team that it has been worked on.

I do appreciate your patience on this matter. Thank you!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   


Hi Karla,

Thank you for contacting the workspace support about resetting your multi-factor authenticator app/ MFA.

We are on the process of resetting your MFA set up unfortunately we need to further authenticate you through the phone number on our system which is incorrect. It is also confirmed that your current phone number is showing correctly in APEXA so we end up escalating it so the phone number in our system will be updated.

My apologies for the inconvenience that this may have caused, rest assured that I will be working with his request and provide you a call back once this is worked on. Thank you for your patience on this matter.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T23:16:51.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T22:59:12.000+0000,005OH00000BFPZHYA5,2025-12-01T20:40:41.000+0000,005OH00000BFPZHYA5,2025-12-01T20:40:41.000+0000,(604)524-8644,,kdaguerrero@gmail.com,(604)524-8654,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gZz0RYAS,False,,23998790,0035o000003LyC0AAK,0015o000003zDEdAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:25:48.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T22:25:48.000+0000,005OH000004Ir1xYAC,2025-11-24T22:25:48.000+0000,005OH000004Ir1xYAC,2025-11-24T22:25:48.000+0000,(780)935-0025,,yuminchen@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000ga0pKYAQ,False,,23998738,0030A0000029bYOQAY,0010A000002w0SnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:24:39.000+0000,False,False,005OH000005URvxYAG,2025-11-24T22:24:39.000+0000,005OH000005URvxYAG,2025-11-24T22:24:39.000+0000,005OH000005URvxYAG,2025-11-24T22:24:39.000+0000,(780)441-1715,,ngogna@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000ga1YVYAY,False,,23998675,0030A0000029UqgQAE,0010A000002vutzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:23:10.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T22:23:10.000+0000,005OH00000BfonJYAR,2025-11-24T22:23:10.000+0000,005OH00000BfonJYAR,2025-11-24T22:23:10.000+0000,(604)605-6933,,john@donnellyadvisors.com,(888)551-6636,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000ga3jzYAA,False,,23998853,0030A0000029mc6QAA,0010A000002w9bGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:27:23.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T22:27:23.000+0000,005OH00000BfonJYAR,2025-11-24T22:27:24.000+0000,005OH00000BfonJYAR,2025-11-24T22:27:24.000+0000,(250)655-1628,(250) 858-8485,david@masonadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000ga3qRYAQ,False,,23999588,0030A0000029d22QAA,0010A000002w1cFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:48:57.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T22:48:57.000+0000,005OH000004Ir1xYAC,2025-11-24T22:48:57.000+0000,005OH000004Ir1xYAC,2025-11-24T22:48:57.000+0000,(403)457-4930,,mobilitytax@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000ga4uZYAQ,False,,23998613,0030A0000029YyuQAE,0010A000002vyKdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:21:17.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T22:21:17.000+0000,005OH00000BfonJYAR,2025-11-24T22:21:17.000+0000,005OH00000BfonJYAR,2025-11-24T22:21:17.000+0000,(604)256-1151,(604) 908-0752,info@parallelwealth.com,(604)357-5083,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000ga6GRYAY,False,,23999167,0030A0000029h7SQAQ,0010A000002w53CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:37:10.000+0000,False,False,005OH00000BfonJYAR,2025-11-24T22:37:10.000+0000,005OH00000BfonJYAR,2025-11-24T22:37:11.000+0000,005OH00000BfonJYAR,2025-11-24T22:37:11.000+0000,(250)732-5355,(250) 732-5355,dave@orcawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000ga7VtYAI,False,,23999644,0030A0000029VNMQA2,0010A000002vvIJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T22:51:05.000+0000,False,False,005OH000004Ir1xYAC,2025-11-24T22:51:05.000+0000,005OH000004Ir1xYAC,2025-11-24T22:51:05.000+0000,005OH000004Ir1xYAC,2025-11-24T22:51:05.000+0000,(403)828-4430,,collin@accessiblewealthstrategies.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000ga9FuYAI,False,,23999694,003OH000005PAe2YAG,001OH000006oheEYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MGA Account Registration,Medium,"Hi,

Thank you for contacting Workspace Support.  

As discussed, please wait 48 business hours before starting your Workspace MGA account registration (since you registered your User ID today).

If you have any issue when trying your Workspace MGA account registration on Wednesday, send us an email and we will schedule a call to assist you. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-24T22:52:53.000+0000,False,False,0055o000001zVCKAA2,2025-11-24T22:52:53.000+0000,0055o000001zVCKAA2,2025-11-25T00:52:28.000+0000,0055o000001zVCKAA2,2025-11-25T00:52:28.000+0000,(647)648-8561,,mayxie@polestarwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000ga9KjYAI,False,,23999036,0030A0000029gIWQAY,0010A000002w4MJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration,Medium,"ASA needs guidance on how they can register to workspace for her advisor, inform ASA that an activation code needs to created first for her advisor  to register to workspace, referred to sent request to distribution_methodology@canadalife.com

================

Hi Emily,

Thank you for contacting the workspace support about how to successfully register to workspace.

We have identified that there is no active activation code/RepNerID  as of this time yet for your advisor David so we may need to send a request first to distribution_methodology@canadalife.com for the team to create and activation code for David. Once it is worked on already you should receive a response from the team with the code and instruction on how to register to workspace. If you need assistance, please don’t hesitate to call us back so we can better assist and make sure that David is with you for authentication purposes.

Appreciate your understanding on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-24T22:49:47.000+0000,False,False,005OH00000BFPZHYA5,2025-11-24T22:32:51.000+0000,005OH00000BFPZHYA5,2025-11-24T22:57:08.000+0000,005OH00000BFPZHYA5,2025-11-24T22:57:08.000+0000,(604)889-6497,,,(604)469-7177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gaIEQYA2,False,,24002123,0030A0000029aZeQAI,0010A000002vzgdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,SimpleProtect - Client Can't Verify ID,Medium,"*** DDS 01DEC2025 ***
re-activated link AGAIN, and sent user expected data

*** DDS 28NOV2025 ***
link still active, advised to have client copy name EXACTLY and to use computer vs mobile device
*** DDS 27NOV2025 ***
link re-activated (was in disabled status in swagger)
-------------------------------
Marisa forwarded email on behalf of advisor Sanjay - he's trying to do an app in SimpleProtect; whenever the medical questions are sent to the client, client is unable to proceed as he can't verify the login credentials (last name, postal code, DOB). 

As per KB0023044, everything needs to be an exact match to what the advisor entered. No indication of a KB for both advisor and client entering info correctly with system still failing. Closest is KB0021645 which can get a new link to the app, but doesn't indicate if it resolves not-actually-mismatched info. 

Emailed to clarify info has to match, advisor needs to go back and review/confirm correct info with client. If everything is 100000% confirmed to match, let them know to respond with additional details and we will investigate/escalate. 

*****Update Nov 26 2025*****
New email appeared in my inbox this morning with updated info - Sanjay entered the postal code as L5M 6C1, client entered it as L5M6C1. Sanjay is unable to edit the application to remove the space, and the verification page doesn't let the client add a space.  

Escalating to L2. Have followed KB0023044 already with no luck, haven't seen another KB that might apply and suspect this will need to be a ticket. 

*****Email sent Nov 24 2025*****
Hi Marisa and Eddie, 

Thanks for reaching out to Workspace Support for help with the online insurance application. 

This scenario happens when the information being entered by the client doesn’t match the information entered on the application. If the wrong information is entered 5 times, the link will automatically be disabled. 

What the client is entering for verification must be an exact match for what the advisor entered on the application. The most common culprits are the postal code and date of birth, commonly with the date and month being switched. Extra spaces could also cause issues. 

Please go back to review the application summary and confirm that the client’s last name, postal code and date of birth are all entered correctly. I would recommend confirming this with your client as well, and ensuring that they are entering their answers with the exact same formatting that you are. For example, you entered their DOB as DD/MM/YYYYY and the client is entering MM/DD/YYYY. You can then re-send to the client and move on from there. 

If everything is confirmed to be correct and your client has confirmed they are entering the exact match on their end (I’d recommend asking for a screenshot of this if possible) with no success, please let us know. 

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you! 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Crystal H 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Spada, Marisa <Marisa.Spada@canadalife.com> 
Sent: November 21, 2025 2:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Spada, Marisa <Marisa.Spada@canadalife.com>; Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: FW: Has this been completed properly? - URGENT INQUIRY 
Importance: High

Good Afternoon team,

Advisor has reached out to me regarding the application he is working on with the client.  He selected to have the medical questions be sent to the client.  At first the client received the email, however, could not open to the questions using the last name postal code and date of birth.  When speaking to the advisor today he has resent the client another link to open the medical questions and has just confirmed that the login credentials failed again. 

 

Please reach out to the advisor as soon as possible as he is trying to get the client to open the medical questions to complete the application, 

Thank you 

Marisa Spada 
Regional Sales Associate, Insurance  
Insurance Inside Sales, Insurance Distribution 
Web application training| Business process| General inquiries|
Telephone: (416) 552-3139/ Email: marisa.spada@canadalife.com

Important : 
Workspace
Advisors and support teams can get ready by registering for Workspace today

Take advantage of a 5% reduction in premium on new qualifying LifeAdvance™ critical illness insurance policies.  

 

Welcome to the new Canada Life
For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: https://repnet1.canadalife.com/portal/stellent1/groups/iiip/%40iiipdefaultpublic/documents/content/s1_302564.pdf 

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Sarin, Sanjay <Sanjay.Sarin@IG.ca> 
Sent: November 19, 2025 3:33 PM
To: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Cc: Kale, Vinitha <Vinitha.Kale@canadalife.com>; Sarin, Sanjay <Sanjay.Sarin@IG.ca>
Subject: Has this been completed properly?

Hi Eddie, I just completed the preliminary sections for this application and then it was supposed to be sent to the client to complete the health questionnaire and then signoff. I didn’t receive any confirmation of this when I clicked
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Hi Eddie,

I just completed the preliminary sections for this application and then it was supposed to be sent to the client to complete the health questionnaire and then signoff.  I didn’t receive any confirmation of this when I clicked ‘confirm details’.

This was very different from a PAR policy that I did recently where it was very clear that the health questionnaire was being sent to the client and it had to be completed in 72 hours.  I didn’t receive this notification this time.

Can you please confirm that this was done properly and the client has the requisite information to complete as I couldn’t see anything when I clicked the edit button to review.

 

Thank you,


         

Sanjay Sarin, CPA, CIM®
Senior Financial Consultant

  

1000 – 1 Robert Speck Parkway
Mississauga, Ontario L4Z 3M3
Tel: 905-306-0031 Ext. 6217 | Toll Free: (800) 305-2031
sanjay.sarin@ig.ca | 
IG Wealth Management Inc.
Member of the Power Financial Corporation Group of Companies
INSURANCE PLANNING | INVESTMENT & RETIREMENT PLANNING | TAX MINIMIZATION | ESTATE PLANNING

We’re committed to client education 
Check out our  Living Plan Webinar Series

Please be advised that I do not accept trading instruction via voice mail, email, text or by fax. I will however promptly respond to you and review your request at the first available opportunity.


--------------------------------L2 Email:
Hello Sanjay,

I am reaching out from Workspace Support regarding the verification issue below for application 60920818-0. I have re-activated the link to send to the client. The link will be active for 72hrs. 

Link:  https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=7fd22d28-3b8e-4d41-b493-52bb7e9f2b36

Expected data: D'Souza|L5M6C1|16/10/1975

Please let me know if you run into any further issues or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

----------------------------

Good morning Sanjay,

I have submitted feedback on your behalf regarding your DOB formatting concerns within the Simple Protect platform vs the client signature portion. We have identified that the apostrophe (curly vs straight) in the last name needs to be entered EXACTLY as shown below in ‘Expected data’. Please have your client copy and paste the last name as shown below. We also recommend that they sign on a computer, if possible, vs a mobile device to further reduce the possibility of an entry error. 

Link:  https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=7fd22d28-3b8e-4d41-b493-52bb7e9f2b36

Expected data:
D'Souza|L5M6C1|16/10/1975

Please let me know if you have any questions.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

*** DEC 1 2025 email:

Good morning Sanjay,

I have re-activated the link this morning and it will be active for 72hrs. Please find the link to send to your client as well as the expected data below for application 60920818-0. Please make sure they are copying and pasting the last name as shown below.

Link - https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=7fd22d28-3b8e-4d41-b493-52bb7e9f2b36
Expected data:
Name: D'Souza
Postal Code: L5M6C1
Date of Birth: October 16, 1975

Please let me know if you have any questions.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T14:27:40.000+0000,False,False,005OH000006wv2TYAQ,2025-11-25T00:42:35.000+0000,005OH00000BFQFFYA5,2025-12-02T15:34:09.000+0000,0050A000000qsPeQAI,2025-12-02T15:34:09.000+0000,(905)306-0031,(416) 859-0741,sanjay.sarin@ig.ca,(905)306-0039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gaNfRYAU,False,,24000206,0030A0000029ZSrQAM,0010A000002vyjaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-24T23:09:54.000+0000,False,False,005OH000002iJPDYA2,2025-11-24T23:09:54.000+0000,005OH000002iJPDYA2,2025-11-24T23:09:54.000+0000,005OH000002iJPDYA2,2025-11-24T23:09:54.000+0000,(604)438-3690,(778) 223-2252,davidding@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gaV3WYAU,False,,24000919,003G000001Xs32VIAR,0010A000002wSlxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"=============case info==========
First name: ALAIN
Middle name (if applicable): R
Last name: JALBERT
DOB: Feb 13, 1962
Policy Number(s): R0001592U, 
ClientIDS: CL 6177871004, LL 0005776654
https://workspace.canadalife.com/workspace/s/account/0010A000005R7kMQAS/alain-roger-jalbert
https://workspace.canadalife.com/workspace/s/account/001OH00000fEXXgYAO/alain-r-jalbert
==============emails===========
 Hi Denton, 

Thank you for contacting Workspace Support.  

We have made corrections to the name field which should update in Workspace in 2-4 business days. At that time, you should be able to complete the merge for this client in Workspace.

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Denton Middaugh <denton@authenticfs.com> 
Sent: Friday, November 21, 2025 7:55 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Merge Accounts: Alain Jalbert

Account: ALAIN ROGER JALBERT Account: ALAIN R JALBERT Kind regards, Denton www. authenticfs. com The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
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ZjQcmQRYFpfptBannerEnd
Account: ALAIN ROGER JALBERT

Account: ALAIN R JALBERT

Kind regards,
Denton
 

www.authenticfs.com 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

If you no longer want to receive these messages, reply with the word 'UNSUBSCRIBE' in your message.",True,2025-11-26T17:00:20.000+0000,False,False,0055o000001zVCKAA2,2025-11-24T23:36:16.000+0000,0055o000001zVCKAA2,2025-11-26T17:00:20.000+0000,0055o000001zVCKAA2,2025-11-26T17:00:20.000+0000,(705)297-2290,(705) 297-2290,denton@authenticfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gaZvBYAU,False,,24002384,0030A0000029iVlQAI,0010A000002w6DuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T01:15:46.000+0000,False,False,005OH000002iJPDYA2,2025-11-25T01:15:46.000+0000,005OH000002iJPDYA2,2025-11-25T01:15:46.000+0000,005OH000002iJPDYA2,2025-11-25T01:15:46.000+0000,(604)233-2233,(778) 895-4618,zhinanzhen8@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gacWPYAY,False,,24001978,0030A00000CJXXGQA5,0010A00000CuHBcQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T00:33:00.000+0000,False,False,005OH000002iJPDYA2,2025-11-25T00:33:00.000+0000,005OH000002iJPDYA2,2025-11-25T00:33:00.000+0000,005OH000002iJPDYA2,2025-11-25T00:33:00.000+0000,(604)329-6030,,angelatu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,129.0
500OH00000gbQWnYAM,False,,24008147,0030A0000062vxTQAQ,0010A000006nXD1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T15:13:15.000+0000,False,False,005OH000002N6huYAC,2025-11-25T15:13:15.000+0000,005OH000002N6huYAC,2025-11-25T15:13:16.000+0000,005OH000002N6huYAC,2025-11-25T15:13:16.000+0000,(438)821-9243,(438) 821-9243,ian.parent@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbadxYAA,False,,24006044,003OH000003K8avYAC,001OH000004BgZaYAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello William,

Our team has received your request to provide Client Listings report for Advisor code E7487 (from Stephanie S). Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello William,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
WMQ0T9OZJG
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
















Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: November 19, 2025 7:52 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: Client Listing E7487 & E7486

Hi Client Services 

 

Can you please pull a full active client listing for the above codes and let me know when ready for advisor. They want to set up a time to review listing for opportunities . 

Thank you, 
Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC   V7X 1K8

If you are unable to reach me try:
Melinda Bascoguin
Regional Sales Associate, Insurance
Distribution Excellence
Melinda.Bascoguin@canadalife.com 
Ph: (604) 331-2465

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.


 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-25T14:33:31.000+0000,False,False,005OH0000088z1hYAA,2025-11-25T14:33:31.000+0000,005OH0000088z1hYAA,2025-11-25T14:37:35.000+0000,005OH0000088z1hYAA,2025-12-13T02:02:32.000+0000,(250)619-5390,,paul@wealthinplace.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbdezYAA,False,,24006838,0035o000004mQ0bAAE,0015o000005L1TDAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Password reset,Medium,"user receiveing errror message ERR-W1911, reset her password after authentication and she was able to log in succesfully.
=EMAIL==============
Bonjour Emanuella,

Merci d’avoir contacté le support de l’espace concernant votre soucis de l’espace affaire, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons déverrouillé et réinitialisé votre mot de passe.

vous avez pu accéder à votre compte via workpsace direct et advice canada

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T16:13:48.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-25T14:49:17.000+0000,005OH00000AZ3ZxYAL,2025-11-25T16:21:44.000+0000,005OH00000AZ3ZxYAL,2025-11-25T16:21:44.000+0000,(514)639-5335,,emmanuella@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbe3CYAQ,False,,24006061,0030A0000029gL1QAI,0010A000002w4OoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Resetting User ID Password.,Medium,"***DDS*** 11/25/25
Name: Nicola Sacchetti
Phone: 416-974-7010
Agent code: H7893
Reference: KB0020858


Thank you for contacting Workspace Support today regarding Resetting User ID Password.

To recap our call for today:

Reset Username Password.
Went trough Registration.
Confirmed you can log in, Log out and back in again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-25T14:57:59.000+0000,False,False,005OH00000BGeeHYAT,2025-11-25T14:33:51.000+0000,005OH00000BGeeHYAT,2025-11-25T14:57:59.000+0000,005OH00000BGeeHYAT,2025-11-25T14:57:59.000+0000,(416)974-0202,,nick.sacchetti@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbfdaYAA,False,,24004114,003G0000018f7xRIAQ,0010A000002wQ3cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Password reset for WS account successful 
=======================

Hello David, 

Thank you for contacting Workspace Support. It was our pleasure in helping you gain access to your Workspace account. 

Your voice matters! Let us know what you thought about the quality of service provided today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T14:03:00.000+0000,False,False,005OH00000BFQFGYA5,2025-11-25T13:41:54.000+0000,005OH00000BFQFGYA5,2025-11-25T14:03:25.000+0000,005OH00000BFQFGYA5,2025-11-25T14:03:25.000+0000,(204) 946-0211,(204) 782-6770,djohnson@johnsonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbihsYAA,False,,24003478,003OH00000T2FiDYAV,001OH00000ZLiAHYA1,,,,,,,012OH000000ijW5YAI,Closed,,Email,,New phone for third party authenticator,Medium,"Caller's Name: Felix H Thomas Jr
Advisor or support staff: Advisor 
Advisor Code: H6898
Advisor Name: Felix H Thomas Jr	
Phone: 289 923 7238
Email: felix.thomas@investdfsi.ca		
1. Siebel verification:  completed
2. Last Login to Workspace: today
Issue: new smart phone and would like to access my account through the authenticator app on the new phone.

FINDINGS: KB0020738 to follow. 289 923 7238 is in Siebel.

MGA SF
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000AJktIYAT%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000T3A0sYAF%26cntc%3D003OH00000T3A0sYAF%26id%3D005OH00000AJktIYAT

--------------------------------------***DDS  11/25/2025***--------------------------
RESOLUTION: 
CALLED FELIX AT 289 923 7238 is in Siebel.
he's using a temp phone as his old phone screen broke. he will be getting a new phone soon. advised to call us at that time to do this again.
did a log me in session.
FOLLOWED KB0020738 /COMPLETED VERIFICATION. removed auth from SF, had him setup MFA on his temp phone using Microsoft auth he had already downloaded.
he scanned the qr code and was able to access, had him sign out/in again to test.
sent follow up

--------------------------------------***DDS  11/25/2025***--------------------------
Hello Felix,

Thanks for taking my call today. It was a pleasure speaking to you earlier and helping you setup your Microsoft Authenticator app on your temp phone to access Workspace.
 
Here is a recap of what we did today during our LogMeIn session: 

	1. Verified and disconnected the old authenticator profile
	2. Had you sign into Workspace, you were prompted to update your password.
	3. Then had you setup your Microsoft Authenticator on your phone

You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

Once you have the new phone, do reach out to us as we will need to follow the same process again, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/25/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  11/25/2025***--------------------------
Hello,
 
1.	Your advisor codes H6898
2.	Your time zone EST
3.	Three preferred dates and times for a callback Anytime today, Nov 26th 9am-6pm, Nov 27th 9am-6pm
4.	We will reach you at the phone number on file, please confirm the number (If unsure, please check Apexa) 2899237238
 
 
Felix H Thomas Jr
Life and Health Insurance Advisor
Mutual Fund Representative*


--------------------------------------***DDS  11/25/2025***--------------------------
SENT FOLLOW UP REQUESTING MORE INFO AND TO SCHEDULE A CALL.
--------------------------------------***DDS  11/25/2025***--------------------------
Hello Felix,

We received your message below from Distribution Methodology and would love to help you.

As you have a new phone, we will need to remove the current authenticator from your profile and setup on your new phone. 

To have this done,  I would like to set up a phone call with you. Kindly provide the following details to help us schedule a callback:

1.	Your advisor codes
2.	Your time zone
3.	Three preferred dates and times for a callback
4.	We will reach you at the phone number on file, please confirm the number (If unsure, please check Apexa)

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/25/2025***--------------------------
EMAIL RECEIVED FROM DM
--------------------------------------***DDS  11/25/2025***--------------------------
Hi Felix.

I am including @CL Workspace Support in this email to assist you.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Felix Thomas <felix.thomas@investdfsi.ca> 
Sent: November 25, 2025 5:01 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] New phone for third party authenticator

Hello, I’ve gotten a new smart phone and would like to access my account through the authenticator app on the new phone. Could I get help with that please? Thank you, Felix H Thomas Jr Life and Health Insurance Advisor Mutual Fund Representative*
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello,

I’ve gotten a new smart phone and would like to access my account through the authenticator app on the new phone.

Could I get help with that please?

Thank you,

Felix H Thomas Jr
Life and Health Insurance Advisor
Mutual Fund Representative*
200-161 Greenbank Rd
Ottawa, ON K2H5V6
Cell: 289 923 7238
Toll Free : 613-288-0570 | Fax : 613 288 0665
https://www.dfsi.ca/en/advisors/felixthomas.html
 
 
	Book time to meet with me

 

*Mutual funds are distributed through Desjardins Financial Security Investments Inc. Felix H Thomas Jr is an Independent Insurance Advisor.
 
This e-mail is confidential, may be privileged and is intended for the exclusive use of the addressee. Any other person is strictly prohibited from disclosing, distributing or reproducing this message. If you have received this e-mail in error, please immediately delete it and notify the sender. Thank you.
 
It is possible to unsubscribe from this contact list at any time by phone, mail or email.",True,2025-11-25T15:00:53.000+0000,False,False,005OH00000AUS7aYAH,2025-11-25T13:14:35.000+0000,005OH00000AUS7aYAH,2025-11-25T15:00:53.000+0000,005OH00000AUS7aYAH,2025-11-25T15:00:53.000+0000,(289)923-7238,,felix9144@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gboLwYAI,False,,24008235,0030A0000029fLUQAY,0010A000002w3ZGQAY,,,,,,,0125o0000004MjyAAE,Open,,Phone,,Plan #153297 - CLARKE -,Medium,Cancelled Aug 31 thought he was still being billed.  Nope 144 coming out is an older IG life policy.  transfered To Ind. Client.,False,,False,False,0050A000001mNBTQA2,2025-11-25T15:14:40.000+0000,0050A000001mNBTQA2,2025-11-25T15:24:40.000+0000,0050A000001mNBTQA2,2025-11-25T15:24:40.000+0000,(905)831-0034,,,(905)831-0130,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001mNBTQA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbpTHYAY,False,,24004631,003G0000018f7BsIAI,0010A000002wPFqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Simple protect,Medium,"**DDS**11/25/2025
user has issue to edit application on simple protect.
did a log mein session.user has several browser open which cause the glitch close d the browser and applicatio0n edit was accesable.
EMAIL=============
Bonjour Julie,

Merci d’avoir contacté le support de l’espace concernant votre soucis sur l’application SimplementProtégé, J'ai vraiment apprécié notre échange.

Lors de notre appel d’aujourd’hui, nous avons découvert que lorsque plusieurs liens Workpsace sont ouverts sur le même navigateur, vous pouvez rencontrer une erreur ou l’application ne se comporte tout simplement pas correctement.

Pour éviter cela, veuillez utiliser un navigateur différent lorsque vous utilisez plusieurs pages d’espace de travail en même temps.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T14:20:23.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-25T13:59:15.000+0000,005OH00000AZ3ZxYAL,2025-11-25T14:20:23.000+0000,005OH00000AZ3ZxYAL,2025-11-25T14:20:23.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbsCXYAY,False,,24004003,0030A0000029dszQAA,0010A000002w2JNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Needs form and can't access Workspace,Medium,"Caller's Name: Neil Harris
Advisor or support staff: Advisor 
Advisor Code: 28250 MGA
Advisor Name: Neil Harris	
Phone: neil.harris@bellaliant.net
Email: neil.harris@bellaliant.net		
1. Siebel verification: Completed somewhat partial, last digit of the postal code he provided 5. Siebel has 5 and lookup shows 5.
2. Last Login to Workspace: 6-1yr ago. not sure he ever has
Issue: Wants a life application. Can't access Workspace, password not working.  ERR-W1281

FINDINGS: SF NOT LOCKED. SHOWS LAST LOGIN JULY 21. AUTH SETUP.  neil.harris@bellaliant.net
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001mEYKAA2%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H9ySAAS%26cntc%3D0035o000004H9ySAAS%26id%3D0055o000001mEYKAA2

HAD him do a password re-set. he didn't receive while on call. advised him to follow once received.

xferred him to client services to get the form for now and also.

--------------------------------------***DDS  11/27/2025***--------------------------
SENT FINAL FOLLOW UP/CLOSING CASE. HE STILL HASN'T SIGNED INTO WORKSPACE
--------------------------------------***DDS  11/27/2025***--------------------------
Hello Neil,

As we have not received a response, we will close this case. 

Should you still require assistance, do give us a call, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/26/2025***--------------------------
2ND FOLLOW UP SENT. HE HASN'T LOGGED INTO WORKSPACE YET, CHECKED SF USER DETAIL PAGE.
--------------------------------------***DDS  11/26/2025***--------------------------
Hello Neil, 

Following up on the below message. Did you receive the email to re-set your password for Workspace access?

Are you receiving any errors when trying to sign in? 

If you still require assistance with accessing Workspace, please do let us know and we can schedule a call/LogMeIn session to better assist you, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/25/2025***--------------------------
Hello Neil, 

Thank you for contacting Workspace Support today regarding getting a Life application form. 

As determined you were unable to sign into Workspace to chat with our team that handles this and receiving ERR-W1281

I had you re-set your password, you’re now waiting on the password re-set email, it was not received while on the call however as soon as you do receive this, please follow the steps to re-set and if you run into any issues, do let me know.

For the application form, I transferred your call to Client Services 1-888-252-1847 to help you as you’re unable to get access to Workspace at this time.  

Once you’re able to access Workspace, you can chat with the team dedicated to providing this information, see below.

 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T16:03:06.000+0000,False,False,005OH00000AUS7aYAH,2025-11-25T13:37:03.000+0000,005OH00000AUS7aYAH,2025-11-27T16:03:06.000+0000,005OH00000AUS7aYAH,2025-11-27T16:03:06.000+0000,(902)899-6191,,neil.harris@bellaliant.net,(902)893-0208,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbsqxYAA,False,,24008840,0030A0000029b95QAA,0010A000002w0AzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T15:24:27.000+0000,False,False,0055o000002DK5fAAG,2025-11-25T15:24:27.000+0000,0055o000002DK5fAAG,2025-11-25T15:24:27.000+0000,0055o000002DK5fAAG,2025-11-25T15:24:27.000+0000,(416)737-6264,4167376264,maganraj@hotmail.com,(416)495-7611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbtdIYAQ,False,,24006571,0030A0000029aenQAA,0010A000002vzkPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS**** 11/25/2025
User called to get assistance with workspace registration, but had no idea what their user id is, DDS referred to DM


******EMAIL CHAIN****

Hello Patrick, 

        Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to @Distribution Methodology to get your Userid. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T14:57:05.000+0000,False,False,005OH00000BFQFHYA5,2025-11-25T14:43:50.000+0000,005OH00000BFQFHYA5,2025-11-25T14:57:05.000+0000,005OH00000BFQFHYA5,2025-11-25T14:57:05.000+0000,(905)257-7884,,patrick.pacenti@edwardjones.com,(866)766-0110,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbtogYAA,False,,24007566,0030A0000029eP3QAI,0010A000002w2mPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,missing Leaning Center Certificate.,Medium,"***DDS*** 11/25/25
Name: Robert kimball
Phone: 519-319-7284
Agent code: W3319

email: Hello Robert, 

Thank you for contacting Workspace Support today regarding missing Leaning Center Certificate.

Please contact email address: ANLearningImplementation@canadalife.com and advise that you have completed 2 training courses and the certificates are missing from the My achievement section.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-25T15:26:14.000+0000,False,False,005OH00000BGeeHYAT,2025-11-25T15:02:47.000+0000,005OH00000BGeeHYAT,2025-11-25T15:26:22.000+0000,005OH00000BGeeHYAT,2025-11-25T15:26:22.000+0000,(519)675-1177,,rob@selectpath.ca,(519)675-1331,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbuJGYAY,False,,24007177,003G0000018f6rjIAA,0010A000002wOtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T14:55:25.000+0000,False,False,005OH000002N6huYAC,2025-11-25T14:55:25.000+0000,005OH000002N6huYAC,2025-11-25T14:55:25.000+0000,005OH000002N6huYAC,2025-11-25T14:55:25.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbvKAYAY,False,,24007344,0030A0000029kNZQAY,0010A000002w7jMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T14:58:39.000+0000,False,False,0055o000002DK5fAAG,2025-11-25T14:58:39.000+0000,0055o000002DK5fAAG,2025-11-25T14:58:40.000+0000,0055o000002DK5fAAG,2025-11-25T14:58:40.000+0000,(705)728-4500,,robert.kilgour@edwardjones.com,(877)335-1328,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbvvFYAQ,False,,24006173,0030A0000029gb9QAA,0010A000002w4bPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Email change request,Medium,"*** DDS Nov 26th, 2025 ***
Good afternoon Cassandra,

Thank you for accepting my call this afternoon to update your email address linked to your Workspace account.

During our call, I updated your email for Workspace to be cassandra@portfolioplanning.ca and you Dad’s email address to be joey@portfolioplanning.ca. You will now login to your respective Workspace accounts with these email addresses.

For delegation access to be granted from you to his account, you can fill out the TPA form attached and send it to distribution_methodology@canadalife.com. 

I’m glad I was able to assist you today to update email address. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


*** DDS Nov 25th, 2025 ***
User wants to change email to sign in to Workspace as 2 people are changing firms, so asked to provide availabilities to setup phone calls.
===================
Good morning Cassandra,

For such changes, we would need to have the advisor corresponding to the account on the phone to authenticate before we make the change on Workspace.

Could you provide me the best phone number for each of you as well as 2-3 best times to set up a call with you (and similar for Joseph) between 8-12pm and 1-4pm ET today or tomorrow?

Once I receive your response, I’ll confirm a time for a call for each of you and help you with this change.

Thank you very much.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T18:55:32.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-25T14:36:26.000+0000,005OH00000AbJ7aYAF,2025-11-26T18:55:32.000+0000,005OH00000AbJ7aYAF,2025-11-26T18:55:32.000+0000,(604)312-1364,,cassandra@connectwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbw4wYAA,False,,24007792,0035o000005xqwyAAA,0010A000002vuQRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T15:06:47.000+0000,False,False,005OH000004oiYEYAY,2025-11-25T15:06:47.000+0000,005OH000004oiYEYAY,2025-11-25T15:06:47.000+0000,005OH000004oiYEYAY,2025-11-25T15:06:47.000+0000,(519) 271-5279,,krysta.nesbitt@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbwoBYAQ,False,,24010932,0030A0000029gKaQAI,0010A000002w4ONQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T15:56:26.000+0000,False,False,005OH0000084GETYA2,2025-11-25T15:56:26.000+0000,005OH0000084GETYA2,2025-11-25T15:56:27.000+0000,005OH0000084GETYA2,2025-11-25T15:56:27.000+0000,(416)893-3686,4168933686,ysuri@yogisuri.com,(905)604-3477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbxAjYAI,False,,24007764,0030A000001ac4bQAA,0010A000002wN1EQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T15:06:13.000+0000,False,False,0055o000001h4cFAAQ,2025-11-25T15:06:13.000+0000,0055o000001h4cFAAQ,2025-11-25T15:06:13.000+0000,0055o000001h4cFAAQ,2025-11-25T15:06:13.000+0000,(204)489-1587,(204) 688-9304,jordan@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gby54YAA,False,,24005351,003G0000018f7BsIAI,0010A000002wPFqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect application info change,Medium,"*** DDS Nov 25th, 2025 ***
User wants to make changes to a submitted SP application. Told her it would need to be signed by everyone and then changes can be made and confirmed by client.
=============
Bonjour Julie,

C’était un plaisir de vous parler aujourd’hui au sujet d’une proposition avec des informations à changer.

Pour pouvoir changer les informations, une fois soumise au client, cela ne peut plus être changé dans Simplement Protégé, il faudra que le client et le/la conseiller.ère signent la proposition et de faire les changement par la suite.

C’était un plaisir de vous aider aujourd’hui concernant cette proposition d’assurance. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-11-25T14:25:57.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-25T14:18:40.000+0000,005OH00000AbJ7aYAF,2025-11-25T14:25:57.000+0000,005OH00000AbJ7aYAF,2025-11-25T14:25:57.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gbz4QYAQ,False,,24007999,003G0000018f7bbIAA,0010A000002wPiCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T15:10:39.000+0000,False,False,005OH000002N6huYAC,2025-11-25T15:10:39.000+0000,005OH000002N6huYAC,2025-11-25T15:10:39.000+0000,005OH000002N6huYAC,2025-11-25T15:10:39.000+0000,(450)233-7773X255,(514) 704-7332,jplalande@phisof.ca,(579)720-7332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gc1sZYAQ,False,,24005676,003G0000018f7BsIAI,0010A000002wPFqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Password reset to access WS - successful 
===========================
Bonjour Julie, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace. 

Votre avis compte ! Faites-nous savoir ce que vous avez pensé de la qualité du service fourni aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T15:01:37.000+0000,False,False,005OH00000BFQFGYA5,2025-11-25T14:26:11.000+0000,005OH00000BFQFGYA5,2025-11-25T15:01:37.000+0000,005OH00000BFQFGYA5,2025-11-25T15:01:37.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gc449YAA,False,,24009912,003OH00000KoYJ8YAN,0015o000008CymAAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Investment Statement report on IC,Medium,"**EMAIL**

Good morning Stephanie,

Thank you for reaching out to Wealth Reporting Support team.

On Investment Centre, the Investment Statement report can provide gain/loss information based on the client’s investment portfolio. Please note the gain/loss shown in this report is not for tax purposes and is recommended to reach out to the fund company directly for more details. Please view reference below. 

Step 1. Select Reports
Step 2. Select Planning
Step 3. Select Portfolio
Step 4. Select Investment Statement
Step 5. Search for the following client
Step 6. Select the Effective Date 
Step 7. Select Include History, Gain/Loss Format and From Date
Step 8. Generate report 

 



Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Stephanie Serra <Stephanie@corpsolutionsteam.com> 
Sent: November 24, 2025 8:43 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] Client #: 692590272 - Capital Gains Report Request 

Good Morning, Can you please provide me with the capital gains report for Marcie Connan and David Mountjoy's OPEN account. Plan #: 692559707 Management Account #: 410105316 Thank you,                                                        
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Morning, 

Can you please provide me with the capital gains report for Marcie Connan and David Mountjoy's OPEN account. 

Plan #: 692559707 Management Account #: 410105316


Thank you,",True,2025-11-25T15:40:51.000+0000,False,False,005OH0000071DK9YAM,2025-11-25T15:40:51.000+0000,005OH0000071DK9YAM,2025-11-25T15:40:52.000+0000,005OH0000071DK9YAM,2025-12-13T02:02:32.000+0000,(416) 491-1771,,stephanie@corpsolutionsteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gc4XDYAY,False,,24011280,0030A000002aJXSQA2,0010A000003LUphQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:01:38.000+0000,False,False,005G0000002gxxjIAA,2025-11-25T16:01:38.000+0000,005G0000002gxxjIAA,2025-11-25T16:01:38.000+0000,005G0000002gxxjIAA,2025-11-25T16:01:38.000+0000,(514)426-0886,(514) 713-2600,ryan.mclaughlin@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gc4btYAA,False,,24005717,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T14:26:50.000+0000,False,False,005OH000004pk06YAA,2025-11-25T14:26:50.000+0000,005OH000004pk06YAA,2025-11-25T14:26:50.000+0000,005OH000004pk06YAA,2025-11-25T14:26:50.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gc4fDYAQ,False,,24012091,0030A0000029bsxQAA,0010A000002w0jKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Forgot User ID,Medium,"Annette Periard
cf@coltonfinancial.com
 KB0022055  
Advisor forgot their user ID they have been referred t distribution methodology team.

Hello Annette,

Thank you for calling workspace support team. I am so happy to assist you with your inquiry today.

To recap, you forgot your user ID, and you needed help for that. Unfortunately, I can only assist you with technical inquiries related to workspace. Please contact distribution methodology team at Distribution_Methodology@canadalife.com  to get assistance. Please let me know if you need further information.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T16:26:06.000+0000,False,False,005OH00000BFiyTYAT,2025-11-25T16:13:57.000+0000,005OH00000BFiyTYAT,2025-11-25T16:26:06.000+0000,005OH00000BFiyTYAT,2025-11-25T16:26:06.000+0000,(613)792-3352X101,,ecolton@coltonfinancial.com,(613)288-1448,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gc6h0YAA,False,,24008795,003G000001IkV4QIAV,0010A000002wSHBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T15:23:49.000+0000,False,False,0050A000000XQhmQAG,2025-11-25T15:23:49.000+0000,0050A000000XQhmQAG,2025-11-25T15:23:50.000+0000,0050A000000XQhmQAG,2025-11-25T15:23:50.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gc9jjYAA,False,,24008305,003OH00000InVA0YAN,001OH00000N2sdQYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T15:15:43.000+0000,False,False,005OH000002N6huYAC,2025-11-25T15:15:43.000+0000,005OH000002N6huYAC,2025-11-25T15:15:43.000+0000,005OH000002N6huYAC,2025-11-25T15:15:43.000+0000,(514)476-9651,,kathy.landry@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcApSYAU,False,,24007629,003OH000007WMKrYAO,001OH000009G3MfYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T15:03:47.000+0000,False,False,005OH000004pk06YAA,2025-11-25T15:03:47.000+0000,005OH000004pk06YAA,2025-11-25T15:03:47.000+0000,005OH000004pk06YAA,2025-11-25T15:03:47.000+0000,(416)827-1285,416 340-2963,jason.cohen@oma.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcCo8YAE,False,,24013410,0030A0000029bqsQAA,0010A000002w0hZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 25th, 2025 ***
User needs access to account. Username was locked, so I unlocked it and user reset password and accessed account without issues.
===============
Bonjour Jean-Philippe,

C’était un plaisir de vous parler et de vous aider à accéder à votre compte Espaces Affaires.

Durant notre appel, j’ai débloqué votre compte et je vous ai aidé à réinitialiser votre mot de passe. Au final, vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-25T16:47:05.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-25T16:33:07.000+0000,005OH00000AbJ7aYAF,2025-11-25T16:47:05.000+0000,005OH00000AbJ7aYAF,2025-11-25T16:47:05.000+0000,(819)478-7419,819-818-9487,jean-philippe.lauzon@ig.ca,(819)478-1092,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcED6YAM,False,,24008404,0030A0000029VyCQAU,0010A000002vvp4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Successfully registered for Workspace 
================================
Bonjour Jacques, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à vous inscrire avec succès à Workspace et à accéder à votre compte. 

Votre avis compte ! Faites-nous savoir ce que vous avez pensé de la qualité du service fourni aujourd'hui en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T15:42:38.000+0000,False,False,005OH00000BFQFGYA5,2025-11-25T15:17:25.000+0000,005OH00000BFQFGYA5,2025-11-25T15:42:38.000+0000,005OH00000BFQFGYA5,2025-11-25T15:42:38.000+0000,(514)356-2410,(514) 651-7873,jaclec1993@gmail.com,(514)326-0250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcEmZYAU,False,,24008056,003G000001HFhBEIA1,0010A000002wS8CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 25th, 2025 - 1pm ***
Called back to reset MFA with advisor. Weird call, a bit suspicious but followed through and then notified leaders about it. Authenticated, reset MFA, they said they can do it themselves from here on out.
===============
Bonjour Jean-Michel,

Merci d’avoir accepté mon appel aujourd’hui pour vous aider à réinitialiser votre méthode d’authentification.

Durant notre appel, j’ai déconnecté l’ancienne méthode et vous ai aidé à connecter l’authentificateur Salesforce. Vous avez indiqué que vous alliez finir les prochaines étapes après l’appel, donc n’hésitez pas à nous contacter si vous avez des problèmes à vous connecter.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   

*** DDS Nov 25th, 2025 ***
User reset MFA. Disconnected old one, connected new one. Sign in successful.
===============
Bonjour Pascal,

C’était un plaisir de vous parler aujourd’hui pour reconnecter votre compte à Salesforce Authenticator.

Durant notre appel, j’ai déconnecté le compte précédent et vous ai aidé à reconnecter l’application Salesforce Authenticator à votre compte Espace Affaires. Au final vous vous êtes connecté avec succès.

Pour pouvoir reconnecter l’authentificateur du compte AGA de Jean-Michel Parent, je vais l’appeler à 13h EST au 418-454-2719 pour pouvoir l’authentifier et ensuite réinitialiser la connexion à un authentificateur.

C’était un plaisir de vous aider aujourd’hui pour reconnecter le MFA au compte Espace Affaires. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-11-25T15:31:18.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-25T15:11:40.000+0000,005OH00000AbJ7aYAF,2025-11-25T18:39:41.000+0000,005OH00000AbJ7aYAF,2025-11-25T22:07:25.000+0000,(418) 627-9345 x3424,(418) 806-3032,jmparent@planica.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcExvYAE,False,,24013347,003OH000005YZbdYAG,001OH000006zGKbYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:32:23.000+0000,False,False,005OH000002npWUYAY,2025-11-25T16:32:23.000+0000,005OH000002npWUYAY,2025-11-25T16:32:24.000+0000,005OH000002npWUYAY,2025-11-25T16:32:24.000+0000,(905)845-9090,647-608-0905,abiryah@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcF97YAE,False,,24007537,0030A0000029hGRQAY,0010A000002w5BhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor is unable to sign onto their Workspace account. Help reconnect MFA.
*********************
Hi Robert , thank you for contacting the workspace support today.

To recap our call, you needed assistance with signing on to workspace support. You were unsure of the MFA used to previously due to not signing on in a while. We did a remote session and were able to reconnect your MFA with the salesforce authenticator. If you have any issues, please let me know in your reply.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T15:13:33.000+0000,False,False,005OH00000BFQFCYA5,2025-11-25T15:02:13.000+0000,005OH00000BFQFCYA5,2025-11-25T15:29:11.000+0000,005OH00000BFQFCYA5,2025-11-25T15:29:11.000+0000,(506)523-4527,,bleblanc@bellaliant.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcGefYAE,False,,24007805,0030A0000029YwLQAU,0010A000002vyIJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,LIF- unlocking,Medium,,True,2025-11-25T15:18:06.000+0000,False,False,005OH000006uYrkYAE,2025-11-25T15:07:02.000+0000,005OH000006uYrkYAE,2025-11-25T15:18:06.000+0000,005OH000006uYrkYAE,2025-11-25T15:18:06.000+0000,(613)231-7700,,rob@carletonfs.com,(613)231-7744,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcIBtYAM,False,,24008733,0030A0000029UkDQAU,0010A000002vuo5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T15:22:48.000+0000,False,False,005OH0000084GETYA2,2025-11-25T15:22:48.000+0000,005OH0000084GETYA2,2025-11-25T15:22:48.000+0000,005OH0000084GETYA2,2025-11-25T15:22:48.000+0000,(905)405-1200,,ashwani@tangrigroup.com,(905)405-1299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcIgTYAU,False,,24008139,003OH0000071mmeYAA,001OH000008gZEoYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Request to Reset Password to Access Illustration,Medium,"Contact: GENEVIEVE DUPUIS-THIBAULT
Advisor: David Forest
Genevieve is contacting us regarding resetting a password for Davids account to access ilustrator. 
I advised them that we would need to speak to David to assist with a password reset due to authentication process.
Nov 27th, 20225: David contacted us giving permission for a password reset OVER EMAIL and I advised them that unfortunately, we cannot assist with that type of confirmation and we would need to speak over the phone. 

Email:
----------
Hello David,

Thank you for contacting Workspace Support concerning resetting your password. Unfortunately, we cannot accept authorization over email. To assist you with resetting your password, we would need to speak to you. Please contact us at 1-888-999-4516 at your convenience and we will be able to authenticate you over the phone and help.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Genevieve,

Unfortunately, we do need verbal confirmation, so a phone call is required.

Mr. Forest can call any time as his convenience.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Genevieve Thibault <genevieve@davidforest.com> 
Sent: November 25, 2025 10:42 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Illustration Tool Password Reset - 24008139

Hello Precious, Would an agreement by email from Mr. Forest work? Thank you Geneviève D. Thibault Conseillère en sécurité financière & Service à la clientèle Financial Security Advisor & Customer Service genevieve@ davidforest. com 2620-1155
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello Precious, 

Would an agreement by email from Mr. Forest work?

Thank you


 
Geneviève D. Thibault
Conseillère en sécurité financière 
& Service à la clientèle
Financial Security Advisor 
& Customer Service
genevieve@davidforest.com

2620-1155 René-Lévesque O. 
Montréal, QC, H3B 4S5
P. 514 866-3838 ext. 115
C. 514 703-1175
www.davidforest.com


 


This email may contain confidential or privileged information. If you are not the intended recipient, please notify us immediately. Thank you.

Ce courriel pourrait contenir des renseignements confidentiels ou privilégiés. Si vous n'êtes pas le véritable destinataire, veuillez nous en aviser immédiatement. Merci.



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: mardi, novembre 25, 2025 10:14
To: Genevieve Thibault <genevieve@davidforest.com>
Subject: Illustration Tool Password Reset - 24008139

Hello Genevieve,

Thank you for contacting Workspace Support concerning Illustration access.

I can assist you with resetting the password for this account. However, I would need to speak to David Forest for authentication reasons before I can assist. Please advise the best time and phone number to reach David or advise David to call us at 1-888-999-4516 where an agent will be happy to assist further.

If you have any more questions, please do contact us again.

I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Genevieve Thibault <genevieve@davidforest.com> 
Sent: November 24, 2025 9:02 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Danis, Sandra <Sandra@davidforest.com>; Pilon, Alexandre <alexandre@davidforest.com>; Samborsky, Patrick <patrick@davidforest.com>; Riccitelli, Maria <maria@davidforest.com>
Subject: [EXT] London Life Illustration Tool - Password Reset

Hello, Could you please reset our password for the London Life Illustration Tool? Our agent code is LL72045 – David Forest. Thank you Geneviève D. Thibault Conseillère en sécurité financière & Service à la clientèle Financial Security

Hello,

Could you please reset our password for the London Life Illustration Tool?

Our agent code is LL72045 – David Forest.

Thank you


 
Geneviève D. Thibault
Conseillère en sécurité financière 
& Service à la clientèle
Financial Security Advisor 
& Customer Service
genevieve@davidforest.com

2620-1155 René-Lévesque O. 
Montréal, QC, H3B 4S5
P. 514 866-3838 ext. 115
C. 514 703-1175
www.davidforest.com


 


This email may contain confidential or privileged information. If you are not the intended recipient, please notify us immediately. Thank you.

Ce courriel pourrait contenir des renseignements confidentiels ou privilégiés. Si vous n'êtes pas le véritable destinataire, veuillez nous en aviser immédiatement. Merci.",True,2025-11-25T15:13:07.000+0000,False,False,005OH00000BGf2TYAT,2025-11-25T15:13:07.000+0000,005OH00000BGf2TYAT,2026-01-07T14:57:37.000+0000,005OH000001yMujYAE,2026-01-07T14:57:37.000+0000,(514)703-1175,,genevieve@davidforest.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcItNYAU,False,,24008189,0030A0000029eDmQAI,0010A000002w2cZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to access Workspace,Medium,"Caller's Name: WILLIAM MCDOWELL
Advisor or support staff: Advisor 
Advisor Code: 40528 MGA
Advisor Name: WILLIAM MCDOWELL	
Phone:  (905) 635-2478
Email: billgrouphealth@gmail.com		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: not able to log in to WORK SPACE.  My agent code is 40528,  I am associated with the Gryphin Advantage Agency
I get news from Canada Life on this email address ...... billgrouphealth@gmail.com  When I try and log in it says an email
will be sent with instructions or a link, but NOTHING has come , I tried 3 or 5 times.

FINDINGS:
SF ACCOUNT LOCKED BUT ACTIVE (NOT UNDER INVESTIGATION EITHER). LAST SIGN IN WAS AUGUST. 
checked ISAM, found only 1 profile with WILLIAM MCDOWELL, its northshore2@clext and email is mcdowell@cogeco.ca, its active/unclear if this might be his profile. tried to search his email in isam no luck

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001ndlGAAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HBYbAAO%26cntc%3D0035o000004HBYbAAO%26id%3D0055o000001ndlGAAQ

--------------------------------------***DDS  12/02/2025***--------------------------
RESOLVED: NO RESPONSE.
SENT FINAL EMAIL.
--------------------------------------***DDS  12/02/2025***--------------------------
Hello Bill,

Following up on the email below. As we haven’t received a response from you, we’re going to close this request. 

Should you still have issues/require further assistance, do reach out to us, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/28/2025***--------------------------
SENT UPDATE. WILL FOLLOW UP AGAIN MONDAY/THEN CLOSE IS NO RESPONSE IS RECEIVED.
--------------------------------------***DDS  11/28/2025***--------------------------
Thanks for the update Bill.

If you’re still not able to sign in with the last known password, please capture the ERR # then try the Forgot password option.

If you’re still having issues or not receiving the password re-set, let us know, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/28/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  11/28/2025***--------------------------
Hi.  

I will check on this by the weekend. 
My appointment with regards to the client was postponed until next week. 

Thank you for the reminder and all the best.

Bill McDowell
Sent from my iPhone


--------------------------------------***DDS  11/27/2025***--------------------------
2ND FOLLOW UP SENT. SF STILL SHOWS LOCKED
--------------------------------------***DDS  11/27/2025***--------------------------
Hello Bill,

Following up on the below email. 

Please do get back to us with the information if you still require assistance, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/25/2025***--------------------------
SENT FOLLOW UP TO SCHEDULE A CALL
--------------------------------------***DDS  11/25/2025***--------------------------
Hello Bill,

We received your message below and would love to help you.

Can you please try to sign into Workspace with the last known password and provide us with the error message you see on screen, you may see an ERR-W, let us know what this is.

Also, I would like to set up a phone call with you. Kindly provide the following details to help us schedule a callback:

1.	Your time zone
2.	Three preferred dates and times for a callback
3.	We will reach you at the phone number on file, please confirm the number (If unsure, please check Apexa)

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/25/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/25/2025***--------------------------
Can you please reach out to this advisor and help him with Workspace. 

Thank you

From: Bill McDowell billgrouphealth at gmail.com <billgrouphealth.gmail.com@mail.canadalife.com> 
Sent: November 23, 2025 12:09 AM
To: Canada Life News <CanadaLifeNews@canadalife.com>
Subject: [EXT] Re: News and product updates

Hi there: I am not able to log in to WORK SPACE. My agent code is 40528, I am associated with the Gryphin Advantage Agency I get news from Canada Life on this email address .. . . . . billgrouphealth@ gmail. com When I try and log in it says an email
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi there:

I am not able to log in to WORK SPACE.  My agent code is 40528,  I am associated with the Gryphin Advantage Agency

I get news from Canada Life on this email address ...... billgrouphealth@gmail.com  When I try and log in it says an email
will be sent with instructions or a link, but NOTHING has come , I tried 3 or 5 times.

I am seeing a client Tuesday am and I need to access their policy information for the meeting,

Please help MONDAY AM  or early afternoon.  

Thanks
Bill McDowell",True,2025-12-02T13:16:51.000+0000,False,False,005OH00000AUS7aYAH,2025-11-25T15:13:52.000+0000,005OH00000AUS7aYAH,2025-12-02T13:16:52.000+0000,005OH00000AUS7aYAH,2025-12-02T13:16:52.000+0000,(905)635-2478,,billgrouphealth@gmail.com,(905)635-2478,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcK5gYAE,False,,24013385,0030A0000029pZTQAY,0010A000002wBzpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,In force Illustration - 404-002,Medium,"SHAYNE SHEPHERD (E6918)
Support Staff calling about inforce policy producing error code 404-002
KB0022661 - advised caller to contact client services 
*If the user does not believe the policy should be inactive advise them to contact Client Services (1-888-252-1847) or the Advisor Support chat in Workspace.
No correspondence email sent ( user did not provide their details as they were calling to confirm inform for their advisor)",True,2025-11-25T16:38:17.000+0000,False,False,005OH00000BGf2TYAT,2025-11-25T16:32:46.000+0000,005OH00000BGf2TYAT,2025-11-25T16:38:17.000+0000,005OH00000BGf2TYAT,2025-11-25T16:38:17.000+0000,(306)341-1378,,shayne@kohrwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcMloYAE,False,,24011480,0035o000006YpdFAAS,0015o0000075BgzAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:04:46.000+0000,False,False,005OH000007fgYjYAI,2025-11-25T16:04:46.000+0000,005OH000007fgYjYAI,2025-11-25T16:04:47.000+0000,005OH000007fgYjYAI,2025-11-25T16:04:47.000+0000,(418)933-6548,,maximdanielpoulin@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcN8SYAU,False,,24014131,0035o000007jucgAAA,0015o000008ReyDAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:42:19.000+0000,False,False,0055o000002KxaMAAS,2025-11-25T16:42:19.000+0000,0055o000002KxaMAAS,2025-11-25T16:42:19.000+0000,0055o000002KxaMAAS,2025-11-25T16:42:19.000+0000,(587)839-2686,,anita.yang@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcNQ5YAM,False,,24010828,003OH00000VGf3sYAD,001OH00000c8cANYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration,Medium,"Advisor initially had an issue registering to workspace and was able to figure it out on her end.

===================

Hi Marianne,

Thank you for contacting the workspace support about registering for workspace.

I understand that you have an issue with the process initially, but you have figured it out and will just continue with the process on your end. Don’t hesitate to call us back if you need further assistance with anything about workspace.

Appreciate your time calling us today. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T16:03:43.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T15:54:47.000+0000,005OH00000BFPZHYA5,2025-11-25T16:09:06.000+0000,005OH00000BFPZHYA5,2025-11-25T16:09:06.000+0000,(506)349-5363,,connect@marianneagudo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcNwJYAU,False,,24011381,0035o000004mQ0bAAE,0015o000005L1TDAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Statements and merge issue,Medium,"*** DDS Nov 25th, 2025 ***
Questions from user about notifications and statements being sent to advisor. Redirected to RSM Nadia Veillette for those inquiries. Also changed name for accounts for policies 4533206  and 410221576 with name ""Johanne-Celine Gingras"" for accounts 3912778170 and 9286477126 on CIS.
==============
Bonjour Emmanuella,

C’était un plaisir de vous parler aujourd’hui au sujet des notifications et envois de relevés de comptes.

Les notifications sur l’Espace Affaires ne sont que pour les polices qui prendront fin ou devront être renouvelées dans les 30 prochains jours. Pour plus d’informations sur les relevés, les payments de primes et comment le conseiller reçoit cela par courriel ou par la poste, vous pouvez contacter Nadia Veillette par email à nadia.veillette@canadavie.com ou par téléphone au (514) 605-8230.

Durant notre appel, j’ai aussi changé le nom du compte des polices 4533206 et 410221576 à Johanne-Céline Gingras pour qu’ils puissent être fusionnés et avoir le nom correcte dessus.

C’était un plaisir de vous aider aujourd’hui au sujet des relevés de comptes. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-11-25T16:33:11.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-25T16:03:26.000+0000,005OH00000AbJ7aYAF,2025-11-25T16:48:13.000+0000,005OH00000AbJ7aYAF,2025-11-25T16:48:13.000+0000,(514)639-5335,,emmanuella@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcOhBYAU,False,,24014263,0030A0000068lzCQAQ,0010A000002vuPlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided (3/3)

**EMAIL**

Hi Cheryl,

As mentioned in my previous email, please see below for your password-protected Excel file:
3MUALUBE8R

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Cheryl,

Our team received your request for the following Insurance Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Sarah,

Thank you for reaching out to Business Reporting team.

Our team will be looking into this request now. Due to security purposes and client sensitive data, the information will be sent to cheryl.mowat@assante.com.

Please note our reports are as of previous month end, October 31, 2025.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Chappell, Sarah <Sarah.Chappell@canadalife.com> 
Sent: November 21, 2025 2:57 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: 20423782 No refund of premiums on death
Importance: High

Hi There, 

Please see the request below. 

Given the original date of this request, are you able to expedite this request as the advisor has been waiting for a long time. 

Thanks for your consideration! 

Sarah


Sarah Chappell 
Associate Manager, Life Claims 
Canada Operations and Business Enablement 
Sarah.Chappell@CanadaLife.com
Phone: 519-435-4309
Toll Free: 1-877-217-3049
Fax:  519-435-7177

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present



From: Soika, Jordan <Jordan.Soika@canadalife.com> 
Sent: November 21, 2025 2:48 PM
To: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>; Chappell, Sarah <Sarah.Chappell@canadalife.com>
Subject: RE: 20423782 No refund of premiums on death

Hi Deana & Sarah,

Insurance listings for MGA/NA advisors can be requested by contacting the BusinessReporting@canadalife.com inbox.

Wealth listings can be requested from the WealthReportingSupport@canadalife.com inbox.

Thank you kindly,

Jordan Soika (He/Him)
Assistant Manager, Contracts (MGA & National Accounts)
Contracts and Compensation Department
Tel:  (416) 552-5279 | Email:  Jordan.Soika@canadalife.com

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com> 
Sent: November 21, 2025 2:45 PM
To: Chappell, Sarah <Sarah.Chappell@canadalife.com>; Soika, Jordan <Jordan.Soika@canadalife.com>
Subject: RE: 20423782 No refund of premiums on death

@Soika, Jordan do you know where they could go for MGA listings?



Deana Regan (she/her)
Assistant Manager | Contracts & Compensation 
Deana.Regan@canadalife.com
 (226) 316-1794
T-4B4E

 

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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Chappell, Sarah <Sarah.Chappell@canadalife.com> 
Sent: Friday, November 21, 2025 2:21 PM
To: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Subject: RE: 20423782 No refund of premiums on death
Importance: High

Hi Deana, 

I wish I knew about this sooner. 

The advisor has been awaiting this information since October 2, 2025. 

I have followed up with Client Service, and they have advised they do not provide book of business requests.

Any thoughts on where they can get a copy of their book of business?  

Thanks 
Sarah 

From: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com> 
Sent: November 21, 2025 2:10 PM
To: Chappell, Sarah <Sarah.Chappell@canadalife.com>
Subject: RE: 20423782 No refund of premiums on death

Hey Sarah 

We only handle listings for codes under the direct CL channel.  I believe this would need to go to client service for the MGA codes



Deana Regan (she/her)
Assistant Manager | Contracts & Compensation 
Deana.Regan@canadalife.com
 (226) 316-1794
T-4B4E

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Chappell, Sarah <Sarah.Chappell@canadalife.com> 
Sent: Friday, November 21, 2025 2:06 PM
To: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Subject: RE: 20423782 No refund of premiums on death
Importance: High

Just following up if you are handling this request. 

Advisor’s office is following up. 

Thanks 
Sarah 

From: Chappell, Sarah 
Sent: October 2, 2025 8:41 AM
To: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Subject: FW: 20423782 No refund of premiums on death

Are you able to assist the advisor’s office with the request below? 

Thanks 
Sarah 

From: Mowat, Cheryl <cheryl.mowat@assante.com> 
Sent: October 1, 2025 5:10 PM
To: Chappell, Sarah <Sarah.Chappell@canadalife.com>
Cc: Dyck, Tiffany <tiffany.dyck@canadalife.com>; Smith, Nathan <Nathan.Smith@canadalife.com>
Subject: [EXT] RE: 20423782 No refund of premiums on death

Hi Sarah, would you know how I would be able to get a listing of all the insurance we have with policy dates before 2017? This would be for the following codes 65526, 91557 ,4036 ,12063 , 53623, 99382, 33447, 18275. Those codes are for Jason
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Sarah, would you know how I would be able to get a listing of all the insurance we have with policy dates before 2017?

This would be for the following codes 65526, 91557 ,4036 ,12063 , 53623, 99382, 33447, 18275.

Those codes are for Jason Sirman, Daryn Form and Dale Berg of this office.  

Thank you!

Cheryl Mowat
200 – 261 1st Avenue North
Saskatoon, SK  S7K 1X2
PH:  306-665-4566
FAX:  306-665-5801",True,2025-11-25T16:44:27.000+0000,False,False,005OH0000071DK9YAM,2025-11-25T16:44:27.000+0000,005OH0000071DK9YAM,2025-11-25T16:47:57.000+0000,005OH0000071DK9YAM,2025-11-25T16:47:57.000+0000,(306) 665-4566,,cheryl.mowat@assante.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcPlDYAU,False,,24011398,003OH00000U9tKCYAZ,001OH00000am7EAYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor reset their phone and is unable to sign onto workspace.
*******************
Hi Chao , thank you for contacting the workspace support today.

To recap our call, you mentioned not being able to access your workspace account due to resetting your phone with the MFA. We did reconnect your MFA using the salesforce authenticator and you were able to sign on. If you have any issues, please let me know in your response. 



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T16:10:37.000+0000,False,False,005OH00000BFQFCYA5,2025-11-25T16:03:42.000+0000,005OH00000BFQFCYA5,2025-11-25T16:16:36.000+0000,005OH00000BFQFCYA5,2025-11-25T16:16:36.000+0000,(519)725-0888,,gary.metrodirection@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcQUSYA2,False,,24013071,0030A000008CLTaQAO,0010A00000955cDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Assistance for creating Inforce client list report,Medium,"KARIN ANSTEE 
Advisor needed help for creating active client list report. 
Hello Karin,

Thank you for calling workspace support team today for creating report. I am glad to assist with your inquiry today.

In our today’s call, you were looking for in force client list report and I provided you the steps to find the report. On the overview page, you clicked on “reports”. On the next screen in left side menu select “all reports” and then we search for “In force client list” created by workspace on right side search bar. We removed the “user” filter and then you were able to export the report. Please let me know if you have any other questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T16:55:33.000+0000,False,False,005OH00000BFiyTYAT,2025-11-25T16:28:15.000+0000,005OH00000BFiyTYAT,2025-11-25T16:56:08.000+0000,005OH00000BFiyTYAT,2025-11-25T16:56:08.000+0000,(705)745-9462,(705) 745-9462,krystyn@schillingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcTGwYAM,False,,24010457,003OH00000N2nIlYAJ,001OH00000RxRw6YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS****11/25/2025
User needed help with MGA workspace registration and unlocking repnet user id
DDS followed KB0021888 for authenticaation, User failed authentication as postal code did not match. DDS referred user to NA leadership


*****email chain****

Hello Terence, 

      Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. As discussed, the registration and repnet unlock couldn’t be completed today because your postal code is not up to date. You can update this with your NA leadership at 905-273-8400. Once updated, you can reach back out to complete your registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Terence, 

    I do not have a direct number to anyone in your National Accounts leadership to provide unfortunately. That number was one of the numbers I saw connected to the Edward D Jones- North Ontario profile on our record. An alternative option would be to update this info via Apexa. The update could take 24-48 hours to reflect on our end. If it is updated already, a screenshot from Apexa showing that updated info would suffice for me to be able to get it updated on our end as soon as possible as well. If you have any questions, please don’t hesitate to reach out. Have a good day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Kowalchuk,Terence W <Terence.Kowalchuk@edwardjones.com> 
Sent: November 25, 2025 11:45 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: MGA Workspace registration and RepNet account unlock- #24010457

Hi there, The number you provided is for a delivery company (905-273-8400). Do you have a phone number that is applicable to changing my postal code on file? I have never gone through so many circles to have something so simple corrected. Thanks,
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

The number you provided is for a delivery company (905-273-8400).
Do you have a phone number that is applicable to changing my postal code on file?

I have never gone through so many circles to have something so simple corrected.

Thanks,
Terence Kowalchuk",True,2025-11-25T16:15:09.000+0000,False,False,005OH00000BFQFHYA5,2025-11-25T15:49:21.000+0000,005OH00000BFQFHYA5,2025-11-25T18:32:42.000+0000,005OH00000BFQFHYA5,2025-11-25T18:32:42.000+0000,(705)774-9444,,terence.kowalchuk@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcTIbYAM,False,,24014608,0030A0000068lzCQAQ,0010A000002vuPlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,report provided (3/3),True,2025-11-25T16:49:34.000+0000,False,False,005OH0000071DK9YAM,2025-11-25T16:49:34.000+0000,005OH0000071DK9YAM,2025-11-25T16:49:34.000+0000,005OH0000071DK9YAM,2025-11-25T16:49:34.000+0000,(306) 665-4566,,cheryl.mowat@assante.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcTk2YAE,False,,24014569,0030A0000068lzCQAQ,0010A000002vuPlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing request,Medium,report provided (2/3),True,2025-11-25T16:49:02.000+0000,False,False,005OH0000071DK9YAM,2025-11-25T16:49:02.000+0000,005OH0000071DK9YAM,2025-11-25T16:49:03.000+0000,005OH0000071DK9YAM,2025-11-25T16:49:03.000+0000,(306) 665-4566,,cheryl.mowat@assante.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcVlpYAE,False,,24015117,0030A0000029c59QAA,0010A000002w0tuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:56:41.000+0000,False,False,005OH000005URvxYAG,2025-11-25T16:56:41.000+0000,005OH000005URvxYAG,2025-11-25T16:56:41.000+0000,005OH000005URvxYAG,2025-11-25T16:56:41.000+0000,(780)257-4000,,kanchanbahl@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcVp2YAE,False,,24013818,003G0000018f7DAIAY,0010A000002wPH7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User unable to access Learning Centre,Medium,"Called user to do some troubleshooting, user was not available 
Sent FU email",True,2025-11-25T16:45:56.000+0000,False,False,005OH0000097FtCYAU,2025-11-25T16:38:23.000+0000,005OH0000097FtCYAU,2025-11-25T16:45:57.000+0000,005OH0000097FtCYAU,2025-11-25T16:45:57.000+0000,(306)586-1387,(306) 527-8887,tyler@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcVylYAE,False,,24015752,0030A0000029f5iQAA,0010A000002w3JsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Removing an Advisor,Medium,"***DDS*** 11/25/25
Name: Rocco Fama
Phone: 
Agent code: 680200

Hello Rocco, 

Thank you for contacting Workspace Support today regarding Removing An Advisor.

As discussed on the phone today, please contact Client Service Centre in regards to having Rocco removed as an advisor.  
Phone number 1-888-252-1847

For Rocco’s T4 please contact Contracts and Licensing, email address:  canadalife.contracts&licensing@canadalife.com 

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-25T17:30:27.000+0000,False,False,005OH00000BGeeHYAT,2025-11-25T17:05:25.000+0000,005OH00000BGeeHYAT,2025-11-25T17:30:27.000+0000,005OH00000BGeeHYAT,2025-11-25T17:30:27.000+0000,(705)721-1110,,roccomo1@bellnet.ca,(705)721-4079,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcWMuYAM,False,,24012042,003G0000018f6VYIAY,0010A000002wOSFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Update Product Illustration,Medium,"Caller's Name: Shashi Chauhan
Advisor or support staff: Advisor 
Advisor Code: f5817. LL28304-6
Advisor Name: Shashi Chauhan	
Phone: (647) 969-1773
Email: shashi@corefinancialplanning.ca		
1. Siebel verification: completed
2. Last Login to Workspace: today
Issue: spoke to Vinh yesterday, Case#23991351. Downloaded and tried to install version 9.1.0, it didn't work, it was stuck.

FINDINGS:

KB0023420 - A Problem Exists with the User ID or Password
ll28304@llext
userid@londonlife.bz account not seen in ISAM. 

If the user is missing either the @londonlife.bz ID or the “IndIns_Illustration_Users” ISAM Security Group
i. Take a screenshot of their accounts and group memberships then attach it to your incident
ii. Clearly note in your incident exactly what is missing
iii. Advise the caller to contact their RSA to request the missing account and group be requested via Access Request. 
see attached errors. 

RESOLUTION: spoke to jason as assist, he noted they will need to contact their RSA. Jason did the lookup for me as I don't have access to PDF to check and SF showed 
Eddie Maiato and Georgia Nicoletti but Jason provided the below for Linda Li.

Email: linda.li@canadalife.com
Phone: 1 4167887851
 Linda Li
 
ADVISED SHASHI OF THIS. SENT FOLLOW UP TOO.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001hOQuQAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028whbQAA%26cntc%3D0030A0000028whbQAA%26id%3D0050A000001hOQuQAM

--------------------------------------***DDS  11/25/2025***--------------------------
Hello Shashi,

Thank you for contacting Workspace today regarding downloading and updating Product Illustration desktop version.

During our LogMeIn session you needed to enter your username, ll28304@llext however its determined your profile is missing the required access.

Please reach out to your RSA to request the missing account and group be requested via Access Request.

Linda Li
Email: linda.li@canadalife.com
Phone: 1 4167887851


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-25T16:50:19.000+0000,False,False,005OH00000AUS7aYAH,2025-11-25T16:13:15.000+0000,005OH00000AUS7aYAH,2025-11-25T16:52:17.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:23.000+0000,(877)857-2673,(647) 969-1773,shashi@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcWRoYAM,False,,24014908,003OH00000U4qVAYAZ,001OH00000ag1CpYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:53:40.000+0000,False,False,005G0000002gxxjIAA,2025-11-25T16:53:40.000+0000,005G0000002gxxjIAA,2025-11-25T16:53:40.000+0000,005G0000002gxxjIAA,2025-11-25T16:53:40.000+0000,(819)566-0666,(819)-566-9106,anais.fournier@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcWecYAE,False,,24012847,0031600002WuRNBAA3,0010A000002wO8cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustration,Medium,"Support staff was unable to find policy for illustration, they did not have enough time and ended our call while speaking with assist.

***********
Hi Fran, thank you for contacting the workspace support today.


I do apologize we were not able to complete our call earlier due to you having a meeting if you have time , let me know if you would like to reconnect to resolve your issue.



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T16:56:20.000+0000,False,False,005OH00000BFQFCYA5,2025-11-25T16:24:51.000+0000,005OH00000BFQFCYA5,2025-11-25T17:00:24.000+0000,005OH00000BFQFCYA5,2025-11-25T17:00:24.000+0000,(905)821-8224,(647) 992-1822,dave@haunnlanders.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcXPRYA2,False,,24013206,0030A0000029lgDQAQ,0010A000002w8nBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:30:09.000+0000,False,False,005OH000007fgYjYAI,2025-11-25T16:30:09.000+0000,005OH000007fgYjYAI,2025-11-25T16:30:09.000+0000,005OH000007fgYjYAI,2025-11-25T16:30:09.000+0000,(438)985-8038,,danny@sfandrade.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcY71YAE,False,,24014987,003OH00000UHN8dYAH,001OH00000avI0JYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:54:48.000+0000,False,False,0055o000002KxaMAAS,2025-11-25T16:54:48.000+0000,0055o000002KxaMAAS,2025-11-25T16:54:48.000+0000,0055o000002KxaMAAS,2025-11-25T16:54:48.000+0000,(587)896-6159,,mathieu@couillard.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcYDYYA2,False,,24017735,0035o0000043QEEAA2,0015o000004eMK4AAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:32:57.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T17:32:57.000+0000,005OH000004Ir1xYAC,2025-11-25T17:32:58.000+0000,005OH000004Ir1xYAC,2025-11-25T17:32:58.000+0000,(403)320-8429,,raquel.austin@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcYF5YAM,False,,24016310,0031600002QGBKlAAP,0010A000002wNovQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM decom,Medium,"KB0019824  Advisor late on the Crm data download, they will speak with their TSP for assistance.
*********

To recap our call, you were having issues accessing the CRM downloads. As part of the process of decommissioning Workspace's CRM functions your CRM data was made available to download for a period of 90 days. With the 90-day window now closed we have changed your experience in Workspace to remove all CRM functions including the Download CRM Data page. I know you mention receiving an email from your TSP Jaqueline that will assist you with your CRM.
If you still have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T17:34:46.000+0000,False,False,005OH00000BFQFCYA5,2025-11-25T17:13:58.000+0000,005OH00000BFQFCYA5,2025-11-25T17:39:16.000+0000,005OH00000BFQFCYA5,2025-11-25T17:39:16.000+0000,(519)771-4004,(519) 771-4004,ryan@genesiswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcZNyYAM,False,,24012904,003OH00000JA20qYAD,001OH00000NT94MYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1282,Medium,"KB0020561  - User was choosing Advisor as association instead of MGA. User was able to self guide to reset password and set up MFA on mobile device. 

Email: darcy.densmore@ascendantfinancial.com 

****************************************************
Good morning, Darcy

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace sign in! 
 
I'm glad I was able to assist you with signing into your Workspace account successfully. Just as a reminder you want to choose MGA in regard to how you are associated to Canada Life. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T16:25:44.000+0000,False,False,005OH00000BG5v4YAD,2025-11-25T16:25:44.000+0000,005OH00000BG5v4YAD,2025-11-25T16:33:46.000+0000,005OH00000BG5v4YAD,2025-11-25T16:33:46.000+0000,(587)602-7533,,darcy.densmore@ascendantfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcarxYAA,False,,24017077,003OH000003K8avYAC,001OH000004BgZaYAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Encryption Issue,Medium,"Hello Paul,

I am not sure why it’s showing you’re using Adobe to open either the encrypted message or the file. The file itself is an Excel file.  Try following along below and see if this helps you open the email first then the excel spreadsheet.  Other than that, it could be that your firm/email security has a block on it.

Please note the Excel file itself is password protected, and the Password Email is for the Excel file only (tested & confirmed). The Excel file is included within the encrypted email message and will see the attachment once the recipient bypasses the authentication factor. You may have to check your email settings/firm’s security etc. if it does not allow you to open the link. This is individual to each person’s email, and we are unable to assist with that. All emails must be sent in this standard encryption method for security.  Also, make sure you are using the latest code, sometimes if there is a delay you may be inserting an older code. 

Please view below as reference on how to open the encrypted email message.  

1.	Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example error message.
 
                
 
2.	Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message
 
 
 
a.	Please note the password I provided is not to get into the website to view the email message
b.	Is the website asking for a one-time verification code? This is a separate code sent to your inbox or mobile device from your email service (ex. Microsoft/Google) 
i.	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
ii.	Please copy and paste the code to eliminate any mishaps
c.	Is the website asking for login credentials? This is your email login credentials
 
3.	Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password provided.
a.	The only time you input the password I provided,  WMQ0T9OZJG is shown below as reference. (Make sure if you are copy and pasting there’s no extra space)
 
 

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Paul MacMunn <paul@wealthinplace.ca> 
Sent: November 25, 2025 12:18 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: CLR Password Email - 24006044

Hi team, please resend. The file was damaged and unable to be opened. William Paul MacMunn CFP PFP Wealth Advisor | Wealth In Place Investments of Aligned Capital Partners Certified Financial Planner | Wealth In Place Inc. Gina Smith, Assistant
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi team, please resend. The file was damaged and unable to be opened. 


 


William Paul MacMunn CFP PFP 
Wealth Advisor | Wealth In Place Investments of Aligned Capital Partners
Certified Financial Planner | Wealth In Place Inc.
Gina Smith, Assistant | 250-856-1024 | gina@wealthinplace.ca
			 
	250-856-1023

 
	paul@wealthinplace.ca

 
	www.wealthinplace.ca

 
	202-55 Canada Ave Duncan BC V9L 1T3








 
*** Note, Trade instructions sent through email or voicemail cannot be acted upon.***

""If you’ve enjoyed our service & advice, we’d be grateful if you would leave us a Google review!"" https://g.page/r/CQqdgDd0nNWREAE/review


From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 25, 2025 6:39 AM
To: Paul MacMunn <paul@wealthinplace.ca>
Subject: CLR Password Email - 24006044

Hello William,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
WMQ0T9OZJG
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T17:24:07.000+0000,False,False,005OH0000088z1hYAA,2025-11-25T17:24:07.000+0000,005OH0000088z1hYAA,2025-11-25T17:28:09.000+0000,005OH0000088z1hYAA,2025-11-25T17:28:09.000+0000,(250)619-5390,,paul@wealthinplace.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcayNYAQ,False,,24012932,0030A0000029WP4QAM,0010A000002vw8bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user is using her advisor workspace account getting error 
 ERR-W1283
need authenticated user to reset and will send delegation instruction
patrick@premiereavenue.ca
anny@premiereavenue.ca

EMAIL============
Bonjour Annie,

Merci d’avoir contacté le support de l’espace concernant votre soucis avec l’access de l’espace affaire, J'ai vraiment apprécié notre échange.

Lors de notre appel d’aujourd’hui, nous discutons du code d’erreur reçu sur l’espace de travail de votre conseiller parce que l’incorrect a été saisi plusieurs fois, ce qui a entraîné le verrouillage de son compte.

Pour débloquer son compte, nous aurions besoin d’authentifier le titulaire du compte via un appel téléphonique.

Vous pouvez répondre à cet email avec son créneau disponible pour planifier un horaire ou nous appeler directement au numéro de support de notre espace de travail ci-dessous.

pour créer votre propre compte d’espace de travail, votre conseiller doit demander l’accès à la délégation tierce depuis le  Distribution_Methodology@canadalife.com .

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T17:41:25.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-25T16:26:09.000+0000,005OH00000AZ3ZxYAL,2025-11-25T17:41:25.000+0000,005OH00000AZ3ZxYAL,2025-11-25T17:41:25.000+0000,(819)758-9401,,patrick@premiereavenue.ca,(819)758-9190,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcdL9YAI,False,,24014465,003OH00000OhLUvYAN,001OH00000U2BeKYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:47:25.000+0000,False,False,005G0000002gxxjIAA,2025-11-25T16:47:25.000+0000,005G0000002gxxjIAA,2025-11-25T16:47:26.000+0000,005G0000002gxxjIAA,2025-11-25T16:47:26.000+0000,(418)717-0606,,daniel.lariviere@dsf.ca,(514)985-7573,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcdkxYAA,False,,24014077,003G0000018f6gOIAQ,0010A000002wOePQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA/ ERR-W1283,Medium,"User was first not receiving the Salesforce authenticator message, but received it on the call --> Advisor solutions channel
ERR-W1283 (KB0017399) Instructed the self guid ""Forget Password: --> MGA
User able to successfully log into both accounts. 

Email: paul.craievich@craievichfinancial.com 

********************************************************
Good afternoon, Paul

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding signing into Workspace!
 
I'm glad you were able to log into your Workspace successfully. If you receive the ERR-W1283, please first try clicking on “Forget Password” to reset it and if the problem continues to occur please give us a call. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T16:41:40.000+0000,False,False,005OH00000BG5v4YAD,2025-11-25T16:41:40.000+0000,005OH00000BG5v4YAD,2025-11-25T16:49:50.000+0000,005OH00000BG5v4YAD,2025-11-25T16:49:50.000+0000,(519)337-6553X24,(519) 466-4755,paul.craievich@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcdxzYAA,False,,24016656,003OH00000GoZZGYA3,0015o000008CyxxAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:18:34.000+0000,False,False,0055o000002KxaMAAS,2025-11-25T17:18:34.000+0000,0055o000002KxaMAAS,2025-11-25T17:18:34.000+0000,0055o000002KxaMAAS,2025-11-25T17:18:34.000+0000,780-446-9411,780-446-9411,charity@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gceVkYAI,False,,24013726,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:37:10.000+0000,False,False,0050A000000WjqvQAC,2025-11-25T16:37:10.000+0000,0050A000000WjqvQAC,2025-11-25T16:37:10.000+0000,0050A000000WjqvQAC,2025-11-25T16:37:10.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcesIYAQ,False,,24025868,0030A0000029gNpQAI,0010A000002w4R8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- email change,Medium,"KB0023058 - User has requested to change her email address, as she changed companies. 

Old Email: m.mannerow@manulifewealth.ca 
New Email: mmannerow@designedsecurities.ca 
Code: 82681
Phone: 519-470-7526 (new) 
Phone: 519-374-0206 (old) 
Phone: 519-371-9677 (old)

*********************************************
Good afternoon, Michelle

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your email address! 

I'm glad I was able to assist you with changing your email address to mmannerow@designedsecurities.ca. Regarding updating your information in head office please contact contracts&compensation@canadalife.com providing your current email address, phone number and physical address. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T19:54:36.000+0000,False,False,005OH00000BG5v4YAD,2025-11-25T19:27:36.000+0000,005OH00000BG5v4YAD,2025-11-25T19:55:59.000+0000,005OH00000BG5v4YAD,2025-11-25T19:55:59.000+0000,(519)371-9677,(519) 374-0206,michele.mannerow@manulifesecurities.ca,(519)372-3362,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcfV2YAI,False,,24026729,003G0000018f77RIAQ,0010A000002wPAlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:39:07.000+0000,False,False,005OH00000245ROYAY,2025-11-25T19:39:07.000+0000,005OH00000245ROYAY,2025-11-25T19:39:08.000+0000,005OH00000245ROYAY,2025-11-25T19:39:08.000+0000,(519)694-3604X2,(519) 859-1141,natalie@planningbydesign.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcfpxYAA,False,,24012585,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:21:02.000+0000,False,False,005OH000007fgYjYAI,2025-11-25T16:21:02.000+0000,005OH000007fgYjYAI,2025-11-25T16:21:03.000+0000,005OH000007fgYjYAI,2025-11-25T16:21:03.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcgakYAA,False,,24012717,0030A0000029W4DQAU,0010A000002vvuqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"ASA is calling to set up her advisor's MFA, advisor is not available for authentication. Decided to call back.

================

Hi Aiza,

Thank you for contacting the workspace support about resetting the multi-factor authenticator/MFA for Faisal’s workspace.

I understand that you are an authorized person for Faisal however were here to make supporting your advisor as smooth as possible, while keeping their account secure. Since MFA resets unlock full access to Workspace, we need to confirm the request is authorized by the account holder/advisor hence we need to speak to him directly about this request.

Appreciate your time and understanding on this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T16:33:00.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T16:22:56.000+0000,005OH00000BFPZHYA5,2025-11-25T16:39:20.000+0000,005OH00000BFPZHYA5,2025-11-25T16:39:20.000+0000,(416)332-3867,,faisal.butt@iaprivatewealth.ca,(416)332-6779,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gchweYAA,False,,24017708,0030A0000029lmAQAQ,0010A000002w8rbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:32:34.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T17:32:34.000+0000,005OH00000BfjndYAB,2025-11-25T17:32:34.000+0000,005OH00000BfjndYAB,2025-11-25T17:32:34.000+0000,(604)683-3797,,giligson@gmail.com,(604)227-3580,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcjDhYAI,False,,24019850,0030A0000029p47QAA,0010A000002wBbPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:03:49.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T18:03:49.000+0000,005OH00000BfjndYAB,2025-11-25T18:03:49.000+0000,005OH00000BfjndYAB,2025-11-25T18:03:49.000+0000,(604)785-5991,,jacquie.tattrie@gmail.com,(604)263-5975,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcjvHYAQ,False,,24018545,0030A0000029oDnQAI,0010A000002wAugQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:44:26.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T17:44:26.000+0000,005OH000006owoYYAQ,2025-11-25T17:44:26.000+0000,005OH000006owoYYAQ,2025-11-25T17:44:26.000+0000,(306)657-5733,,tmclay@precedencewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gck4uYAA,False,,24019668,0030A0000029ovvQAA,0010A000002wBVOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:01:03.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T18:01:03.000+0000,005OH00000BfjndYAB,2025-11-25T18:01:04.000+0000,005OH00000BfjndYAB,2025-11-25T18:01:04.000+0000,(604)953-3764,(778) 549-2973,p.heinrichs@prospera.ca,(604)953-3766,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gckuTYAQ,False,,24013424,003OH000005YZbdYAG,001OH000006zGKbYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:33:17.000+0000,False,False,005OH000002npWUYAY,2025-11-25T16:33:17.000+0000,005OH000002npWUYAY,2025-11-25T16:33:18.000+0000,005OH000002npWUYAY,2025-11-25T16:33:18.000+0000,(905)845-9090,647-608-0905,abiryah@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gclLwYAI,False,,24015682,003G0000018f7DAIAY,0010A000002wPH7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Learning Centre access issue,Medium,"User is getting a message when clicking on The learning Center in Workspace. It brings him to a page that says ""This is for non Workspace users"". 
Assisted user to clear cookies and cache and was able to sign in successfully. 

Email: tyler@atafinancial.ca 

****************************************************************
Good afternoon, Tyler

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into The Learning Center!
 
I'm glad I was able to assist you with troubleshooting by clearing your cookies and cache. Just a reminder you need to change the range to “All time” for it to successfully clear everything. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T17:04:21.000+0000,False,False,005OH00000BG5v4YAD,2025-11-25T17:04:21.000+0000,005OH00000BG5v4YAD,2025-11-25T17:12:06.000+0000,005OH00000BG5v4YAD,2025-11-26T15:19:26.000+0000,(306)586-1387,(306) 527-8887,tyler@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcmEnYAI,False,,24017838,0030A0000029mqcQAA,0010A000002w9n8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:34:25.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T17:34:25.000+0000,005OH00000BfjndYAB,2025-11-25T17:34:25.000+0000,005OH00000BfjndYAB,2025-11-25T17:34:25.000+0000,(250)983-3551,,kpethick@integriscu.ca,(250)983-7053,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcmYBYAY,False,,24018444,0030A0000029nRHQAY,0010A000002wAIsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:42:38.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T17:42:38.000+0000,005OH00000BfjndYAB,2025-11-25T17:42:38.000+0000,005OH00000BfjndYAB,2025-11-25T17:42:38.000+0000,(250)398-8281,(250) 305-9106,info@benmatthies.com,(250)398-7743,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcmhmYAA,False,,24014033,0031600002QUeRtAAL,0010A000002wNqeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:41:08.000+0000,False,False,0050A000000WjqvQAC,2025-11-25T16:41:08.000+0000,0050A000000WjqvQAC,2025-11-25T16:41:09.000+0000,0050A000000WjqvQAC,2025-11-25T16:41:09.000+0000,(613)748-3455,(613) 265-8676,davin@dossettfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcnQyYAI,False,,24016923,003OH00000Q2OLzYAN,001OH00000Vga3pYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****11/25/25 

Authenticated user, used Logmein to set up MFA with Salesforce authenticator
User was able to sign in without issues
============================================================================================= 
 
****Email Chain****

Bonjour Alexandra,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès.
Lors de notre appel, nous avons utilisé LogMeIn pour vous aider à lier l’authentificateur Salesforce à votre compte Espace Affaires. Vous avez également pu vous connecter, déconnecter et reconnecter sur votre compte Espace Affaires avec succès.
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T17:56:08.000+0000,False,False,005OH0000097FtCYAU,2025-11-25T17:22:09.000+0000,005OH0000097FtCYAU,2025-11-25T17:56:08.000+0000,005OH0000097FtCYAU,2025-11-25T17:56:08.000+0000,(418)822-2548,,abouchard@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcoQKYAY,False,,24019590,0030A0000029fXMQAY,0010A000002w3hpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,"**EMAIL**

Good afternoon Subhash,

Our team received a request from Customer Service Specialist team for 22166 Client Listing – DSC information (DSC Maturity Dates and Maturity Amount (SF only)). 

Please note there appears to be no clients listed for this request.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Shelly,

Thank you for your response.

As this is a custom request, our team will look into this with our data provider. Once it is complete, it will be sent to the advisor directly, sjollyfinancial@sympatico.ca, due to security purposes and client sensitive data.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: White, Shelly 
Sent: November 20, 2025 3:17 PM
To: BusinessReporting 
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23904291

Hello – the advisor would like you to generate the following report

3) DSC Maturity Dates and Maturity Amount (SF only) – custom request 



Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 20, 2025 11:07 AM
To: White, Shelly <Shelly.White@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23904291

Good morning Shelly,

Regarding for DSC reports, there are three reports available:
1) Wealth Fund – fund level details and includes all load types for SF and MF
2) DSC Scan - remaining DSC fees for freedom fund policies (MF only) – custom request
3) DSC Maturity Dates and Maturity Amount (SF only) – custom request 

Please let me know which of the following report the advisor would like.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: White, Shelly <Shelly.White@canadalife.com> 
Sent: November 17, 2025 5:13 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: AUM - SUBHASH JOLLY / 22166

Hello:

Are you able to produce a report showing the remaining DSC on an advisors Book of Business? If so, you please produce for Subhash Jolly Code: 22166

Please advise if you are not able so that I can inform the advisor.


Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Hi Carmen, 

Report U2070 Book of Business with DSC by Advisor_WD Jolly, S U0000092027 is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: November 21, 2025 11:13 AM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID295

Item ID295 has been added Chen, Carmen 11/21/2025 10: 12 AM Source System: Other Is this request in relation to a new or existing report?: New If development is in relation to an existing Report please provide the name and scan code of the existing
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd

 Item ID295 has been added
		
 
Chen, Carmen
11/21/2025 10:12 AM
Source System:	Other 

Is this request in relation to a new or existing report?:	New 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 

Column Requirements :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 
22166, U0000092027 

Column and data filer requirements :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 
22166, U0000092027 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/25/2025 

Requestor Name and Organization :	SUBHASH JOLLY, IDC WORLDSOURCE INS NTWRK (SIDCF) 

MI Specialist:	

Report Purpose - Business Use :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 
22166, U0000092027 

Advisor Name:	SUBHASH JOLLY 

Dealer Code:	22166, U0000092027 

Rep Code as it appears in Unitrax:	22166, U0000092027 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Modify my alert settings
|	View MI Intake Checklist",True,2025-11-25T18:00:04.000+0000,False,False,005OH0000071DK9YAM,2025-11-25T18:00:04.000+0000,005OH0000071DK9YAM,2025-11-25T18:00:05.000+0000,005OH0000071DK9YAM,2025-11-25T18:00:05.000+0000,(416)693-6781,(416) 618-9229,sjollyfinancial@sympatico.ca,(416)699-5597,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcp9QYAQ,False,,24016252,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:13:04.000+0000,False,False,005OH000005URvxYAG,2025-11-25T17:13:04.000+0000,005OH000005URvxYAG,2025-11-25T17:13:04.000+0000,005OH000005URvxYAG,2025-11-25T17:13:04.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcpkWYAQ,False,,24016177,003G000001F5wVLIAZ,0010A000002wS6cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration Assistance,Medium,"MATTHEW YOUNKER 79492
Matt called in concerning registration for a Workspace account.
I reset the password for the user id through ISAM and sent user a link to reset the password.
Email:
------
Hello Matt,

Thank you for contacting Workspace Support concerning registration for a workspace account.

On today’s call, I was able to unlock your user ID using the link I sent you in the previous email and work you through the registration process on the Workspace site.

If you have any questions about accessing your workspace account, please contact us again.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 12:19 PM
To: Younker, Matthew <myounker@younkerkelly.com>
Subject: User ID/ Workspace Registration - 24016177

Hello Matt,

Thank you for contacting Workspace Support concerning registration for a Workspace account.

To register for your workspace account, you will first need your User ID and password. To get this information, please go to
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do and sign in with your user id + clext (eg. Abc12345@clext) and the temporary password I will provide you.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T17:29:29.000+0000,False,False,005OH00000BGf2TYAT,2025-11-25T17:11:48.000+0000,005OH00000BGf2TYAT,2025-11-25T17:29:29.000+0000,005OH00000BGf2TYAT,2025-11-25T17:29:29.000+0000,(902) 629-1118,,myounker@younkerkelly.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcq3pYAA,False,,24014529,0035o000005I2l9AAC,0015o000005qxNGAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:48:24.000+0000,False,False,005OH000005URvxYAG,2025-11-25T16:48:24.000+0000,005OH000005URvxYAG,2025-11-25T16:48:24.000+0000,005OH000005URvxYAG,2025-11-25T16:48:24.000+0000,(403)809-4890,,lindsay@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcqDXYAY,False,,24016131,0030A0000029jIBQAY,0010A000002w6pmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:11:01.000+0000,False,False,005OH000005URvxYAG,2025-11-25T17:11:01.000+0000,005OH000005URvxYAG,2025-11-25T17:11:01.000+0000,005OH000005URvxYAG,2025-11-25T17:11:01.000+0000,(780)413-4252X304,7804058331,irmac@shaw.ca,(780)413-4413,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcqn3YAA,False,,24022094,003G000001YiRMVIA3,0010A000002wSo8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy summary - Error P051,Medium,"****DDS****11/26/25 

Case resolved by L2 - Refer to ticket# INC1872660 

****DDS****11/25/25 
KB0020732 
User encounters error P051 when trying to access the policy# K176118T - escalated to SL
 
============================================================================================= 
 
****Email Chain****

Good afternoon Rylan,

Thank you for contacting Workspace Support regarding the error message you encounter when trying to access the policy K176118T.

I have submitted this request to our Digital Lab for investigation, and the team will reach out to you once there is an update on this ticket.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Rylan Gebhart <Rylan@rgwealth.ca> 
Sent: November 24, 2025 10:44 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Policy

Good afternoon, How can I get a policy summary? I called Canda Life and they put in a request, than they emailed said they cant. Contact workspace. Rylan Gebhart Financial Security Advisor Investment Representative Quadrus Investment Services
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon, 

How can I get a policy summary?  I called Canda Life and they put in a request, than they emailed said they cant.  Contact workspace.







 








 	Rylan Gebhart
Financial Security Advisor
Investment Representative
Quadrus Investment Services Ltd
Phone 306-527-7491
Fax  306-586-1282
Email Rylan@rgwealth.ca
122-335 Hoffer Dr.
Regina, Sk. S4N 6E2

 




The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.",True,2025-11-25T22:28:31.000+0000,False,False,005OH0000097FtCYAU,2025-11-25T18:35:21.000+0000,005OH0000097FtCYAU,2025-11-26T21:27:05.000+0000,005OH0000097FtCYAU,2025-11-26T21:27:05.000+0000,(306)586-0905,(306) 527-7491,rylan@rgwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcr4nYAA,False,,24016736,003OH00000GoZZGYA3,0015o000008CyxxAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:19:37.000+0000,False,False,0055o000002KxaMAAS,2025-11-25T17:19:37.000+0000,0055o000002KxaMAAS,2025-11-25T17:19:37.000+0000,0055o000002KxaMAAS,2025-11-25T17:19:37.000+0000,780-446-9411,780-446-9411,charity@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcrRJYAY,False,,24014844,0030A000001XiydQAC,0010A000002wNHPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T16:52:31.000+0000,False,False,0050A000000WjqvQAC,2025-11-25T16:52:31.000+0000,0050A000000WjqvQAC,2025-11-25T16:52:32.000+0000,0050A000000WjqvQAC,2025-11-25T16:52:32.000+0000,(613)312-7763,(613) 312-7763,ruthann@rhowefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcreKYAQ,False,,24019500,0031600002VKwrHAAT,0010A000002wO5XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:58:32.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T17:58:32.000+0000,005OH000006owoYYAQ,2025-11-25T17:58:32.000+0000,005OH000006owoYYAQ,2025-11-25T17:58:32.000+0000,(306)546-1387,(306) 533-4208,chad@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcsIcYAI,False,,24019603,0030A000002WFRIQA4,0010A000003ILaWQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:00:12.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T18:00:12.000+0000,005OH000004Ir1xYAC,2025-11-25T18:00:13.000+0000,005OH000004Ir1xYAC,2025-11-25T18:00:13.000+0000,(403)691-7817,,sue.derlago@canaccord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcsotYAA,False,,24016905,003G0000018f6X1IAI,0010A000002wOU6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:21:53.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T17:21:53.000+0000,005OH000006owoYYAQ,2025-11-25T17:21:53.000+0000,005OH000006owoYYAQ,2025-11-25T17:21:53.000+0000,(306)581-9734,(306) 581-9734,kurtis@kurtiskrugfinancial.com,(306)586-1282,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcsozYAA,False,,24021059,0030A0000029X2nQAE,0010A000002vwiAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1280 / MFA Freeze,Medium,"Caller's Name: Mark Dumanowski
Advisor or support staff: Advisor 
Advisor Code: D5219 is what he provided. 
Advisor Name: Mark Dumanowski	
Phone: (403) 488-4676 OR 4675
Email: mark.dumanowski@nbc.ca		
1. Siebel verification: COMPLETED BUT HE DIDN'T
2. Last Login to Workspace: 
Issue: associate trying to access workspace AND using his logins for Worksspace. ERR-W1280

FINDINGS: SPOKE TO his associate Karlee with his approval. 

H8804 MGA is seen in Siebel but he has no idea what that is. ADVISED HIM TO CONTACT MGA. he hasn't registered with Apexa. 

SF PROFILE NOT LOCKED. ITS ACTIVE, NOT UNDER INVESTIGATION EITHER.  but it does indicate an unfreeze option.

RESOLUTION: following KB0021224. Mark passed Siebel verification but didn't know his new advisor code. 
called assist desk spoke to Jason and he confirmed I can proceed with the unfreez/as per KB as SF shows the D5219 is tied to Marks name.
followed the KB to unfreeze. Mark had to go into a client meeting, Karl noted she will let Mark know to sign in and if any further issues contact us.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001o6ynAAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HB9EAAW%26cntc%3D0035o000004HB9EAAW%26id%3D0055o000001o6ynAAA

--------------------------------------***DDS  11/25/2025***--------------------------
Hello Mark,

Thanks for contacting Workspace Support today regarding access as well as what you new advisor code is.

As discussed with you and your associate Karlee, we’re unable to provide you with your new advisor code, please reach out to your MGA to inquire.

As you’re also trying to access Workspace and receiving ERR-W1280, we completed verification with your old, transferred advisor code D5219.

I went ahead and unlocked the account, as you had to head into a meeting, please try to sign into Workspace as soon as you can and you will be prompted to authenticate. 

As discussed with Karlee, you will either be sent a 5 digit code to your email or you will need to setup an authentication method using an Authenticator App on your phone such as Google or Microsoft. 

Should you run into any further issues, do let us know, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T18:53:08.000+0000,False,False,005OH00000AUS7aYAH,2025-11-25T18:21:03.000+0000,005OH00000AUS7aYAH,2025-11-25T18:53:08.000+0000,005OH00000AUS7aYAH,2025-11-25T18:53:08.000+0000,(403)488-4676,,mark.dumanowski@nbc.ca,(403)488-4689,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gctD5YAI,False,,24019268,0030A000009R9NwQAK,0010A00000ATpL8QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:54:48.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T17:54:48.000+0000,005OH000006owoYYAQ,2025-11-25T17:54:48.000+0000,005OH000006owoYYAQ,2025-11-25T17:54:48.000+0000,(306)519-2811,(306) 540-8732,dillon@bradywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gctg6YAA,False,,24018857,0030A0000029aZeQAI,0010A000002vzgdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:48:52.000+0000,False,False,005OH000002npWUYAY,2025-11-25T17:48:52.000+0000,005OH000002npWUYAY,2025-11-25T17:48:53.000+0000,005OH000002npWUYAY,2025-11-25T17:48:53.000+0000,(905)306-0031,(416) 859-0741,sanjay.sarin@ig.ca,(905)306-0039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gctw9YAA,False,,24015337,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer inquired about their health insurance plan coverage for chiropractor visits starting December 1st. The agent explained that the select plan would cover chiropractor visits after the plan starts on December 1st, but any pre-existing medical conditions or medications would not be covered. The agent offered to provide more details on the plan and pricing if the customer wanted to call back after their chiropractor consultation. Offered to go through the plans and she declined as she was just looking for clarificaton.",True,2025-11-25T17:07:57.000+0000,False,False,005OH000007edoDYAQ,2025-11-25T16:59:53.000+0000,005OH000007edoDYAQ,2025-11-25T17:07:57.000+0000,005OH000007edoDYAQ,2025-11-25T17:07:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gctwIYAQ,False,,24021304,003G0000018f7OSIAY,0010A000002wPUtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for final authentication,True,2025-11-25T19:30:53.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T18:24:32.000+0000,005OH00000BFPZHYA5,2025-11-25T19:30:54.000+0000,005OH00000BFPZHYA5,2025-11-25T19:30:54.000+0000,(306)290-6781,(306) 290-6781,brett.cross@wealthinfocus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcuSUYAY,False,,24018650,0030A0000029YgCQAU,0010A000002vy2tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:46:02.000+0000,False,False,005OH000005URvxYAG,2025-11-25T17:46:02.000+0000,005OH000005URvxYAG,2025-11-25T17:46:02.000+0000,005OH000005URvxYAG,2025-11-25T17:46:02.000+0000,(780)760-2168,(780) 982-1688,benny.wong2168@gmail.com,(780)760-2168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcusFYAQ,False,,24016040,0030A0000029WhSQAU,0010A000002vwNwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"Advisor unable to sign back in to workspace. authenticated and assisted the advisor successfully.

============

Hi Sonia,

Thank you for contacting the workspace support about being unable to access your workspace account.

We were able to identify the issue, reset your password successfully and get your access back to workspace.

Appreciate your time spent with us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T17:22:03.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T17:09:45.000+0000,005OH00000BFPZHYA5,2025-11-25T17:25:59.000+0000,005OH00000BFPZHYA5,2025-11-25T17:26:00.000+0000,(905)461-1345,(416) 200-7900,khadwalsonia@gmail.com,(888)871-7528,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcuxCYAQ,False,,24021111,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:21:47.000+0000,False,False,005OH000004pk06YAA,2025-11-25T18:21:47.000+0000,005OH000004pk06YAA,2025-11-25T18:21:47.000+0000,005OH000004pk06YAA,2025-11-25T18:21:47.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcvDBYAY,False,,24015580,0030A0000029Y2cQAE,0010A000002vxYKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:03:04.000+0000,False,False,005OH000005URvxYAG,2025-11-25T17:03:04.000+0000,005OH000005URvxYAG,2025-11-25T17:03:05.000+0000,005OH000005URvxYAG,2025-11-25T17:03:05.000+0000,(780)702-0344X104,,tom@lifeguidefinancial.com,(780)702-0523,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcvwPYAQ,False,,24019143,0030A0000029nalQAA,0010A000002wAR0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:53:04.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T17:53:04.000+0000,005OH000006owoYYAQ,2025-11-25T17:53:04.000+0000,005OH000006owoYYAQ,2025-11-25T17:53:04.000+0000,(306)757-9917X27,,barabejohn@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcvy7YAA,False,,24023463,003G000001NrS5xIAF,0010A000002wSZDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Pre-2017 Product Illustration Sign in issue,Medium,"*** DDS 27NOV2025 ***
resolved (case 24026783)

*****DDS****11/25/2024
Advisor: Keith Oickle
LL CODE: LL29890
Userid: ll29890@llext
Email : keith@klofinancialservices.ca

Issue: Advisor not able to access product illustration for pre-2017 policies, they are having issues upon sign in with a message “ password not recognized or version you are using is not correct”. The user advised they were still able to access it a month ago. 

Steps: Tried a password reset in ISAM but wasn’t successful also tired clearing cache and cookies. The issue persisted. Verified ISAM and user doesn’t have the right permission set group, or I am not able to see it. KB0021014 

ESCALATED to second level",True,2025-11-25T19:02:01.000+0000,False,False,005OH00000BFQFHYA5,2025-11-25T18:54:06.000+0000,005OH00000BFQFHYA5,2025-11-27T15:54:06.000+0000,005OH000006wv2TYAQ,2025-12-13T02:01:54.000+0000,(902)225-4733,(902) 225-4733,keith@klofinancialservices.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcwXVYAY,False,,24016877,003OH00000WaWjiYAF,001OH00000e15wVYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:21:31.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T17:21:31.000+0000,005OH000004Ir1xYAC,2025-11-25T17:21:31.000+0000,005OH000004Ir1xYAC,2025-11-25T17:21:31.000+0000,(403)605-0652,,kamal1359@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcwm2YAA,False,,24019993,0030A0000029k3iQAA,0010A000002w7SEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:05:56.000+0000,False,False,005G0000002gxxjIAA,2025-11-25T18:05:56.000+0000,005G0000002gxxjIAA,2025-11-25T18:05:56.000+0000,005G0000002gxxjIAA,2025-11-25T18:05:56.000+0000,(450)990-3226X245,514-710-3998,lorraine.beaumier@diversico.ca,(514)954-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcxlFYAQ,False,,24016156,003G0000018f7bbIAA,0010A000002wPiCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:11:24.000+0000,False,False,005OH000002N6huYAC,2025-11-25T17:11:24.000+0000,005OH000002N6huYAC,2025-11-25T17:11:25.000+0000,005OH000002N6huYAC,2025-11-25T17:11:25.000+0000,(450)233-7773X255,(514) 704-7332,jplalande@phisof.ca,(579)720-7332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcy38YAA,False,,24023151,0030A000006IR0MQAW,0010A0000073TfqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,"**EMAIL**

Hi Jason,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
ZFMDCE8ASF

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Jason,

Please find the attached file of the requested MAS (Wrap) Fee charges summary report via Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi Carmen, 

Report Q504 Wrap fee Ad-Hoc report MALEYKO, J 9917-A2223 is available now in the Ad-Hoc Folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: November 21, 2025 4:54 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID297

Item ID297 has been added Chen, Carmen 11/21/2025 3: 53 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID297 has been added
		
 
Chen, Carmen
11/21/2025 3:53 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q504 Wrap Fee Ad-Hoc Report 

Column Requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-A2223 

Column and data filer requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-A2223 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/25/2025 

Requestor Name and Organization :	Jason Maleyko, STEWART FISHER & ASSOCIATES INC 

MI Specialist:	

Report Purpose - Business Use :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-A2223 

Advisor Name:	Jason Maleyko 

Dealer Code:	9917-A2223 

Rep Code as it appears in Unitrax:	9917-A2223 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Modify my alert settings
|	View MI Intake Checklist



Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Jason Maleyko
Code: A2223

Please email it to jmaleyko@stewartfisher.com",True,2025-11-25T18:49:48.000+0000,False,False,005OH0000071DK9YAM,2025-11-25T18:49:48.000+0000,005OH0000071DK9YAM,2025-11-25T18:49:48.000+0000,005OH0000071DK9YAM,2025-11-25T18:49:48.000+0000,(519)250-9777X28,,jmaleyko@stewartfisher.com,(519)250-0778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gcy6FYAQ,False,,24017430,0030A0000029p20QAA,0010A000002wBZhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Offboarding,Medium,"***DDS 2025-11-25***
AN Digital terminated user's account.

***DDS 2025-11-25***
User wanted to offboard her Workspace account.
DDS sent request to AN Digital.
 
================================================================================
****Email Chain**
Hello Justin,

Thank you for contacting AN Digital Support.

The team member Mary Arangio has been terminated.

Survey: We would love to know how you feel about the quality of service you received from our team. Please take a moment to complete a brief survey, click here.

Nicole
Distribution Digital Support Specialist
Canada Operations
E: ANdigitalsupport@canadalife.com
 
 
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 12:49 PM
To: AN Digital Support <ANDigitalSupport@canadalife.com>
Cc: gstephens520@gmail.com; mary@paulgoldstein.com; puntorio2002@yahoo.ca
Subject: Offboarding Request - Case 24017430

Hello AN Digital,

Could we please offboard user Mary Arangio as she will no longer be working with the company? She doesn’t seem to have any TPA access in Siebel anymore. Here is her information.

Name: Mary Arangio
Email Address: mary@paulgoldstein.com
SF ID: 0035o000005iJW7AAM

Let me know if you require more information from me.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T19:41:51.000+0000,False,False,005OH00000AX0rVYAT,2025-11-25T17:28:38.000+0000,005OH00000AX0rVYAT,2025-11-25T19:41:51.000+0000,005OH00000AX0rVYAT,2025-11-25T19:41:51.000+0000,(416)964-0017X226,,paul@paulgoldstein.com,(416)964-6926,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd0JJYAY,False,,24016765,0030A0000029Y97QAE,0010A000002vxepQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:19:59.000+0000,False,False,0055o000001h4cFAAQ,2025-11-25T17:19:59.000+0000,0055o000001h4cFAAQ,2025-11-25T17:19:59.000+0000,0055o000001h4cFAAQ,2025-11-25T17:19:59.000+0000,(204)779-4444,,casimiro@mts.net,(204)779-1337,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd0rBYAQ,False,,24016874,003OH00000Uhye7YAB,001OH00000bSFwfYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:21:28.000+0000,False,False,0055o000001h4cFAAQ,2025-11-25T17:21:28.000+0000,0055o000001h4cFAAQ,2025-11-25T17:21:28.000+0000,0055o000001h4cFAAQ,2025-11-25T17:21:28.000+0000,(431)541-5646,,kristen@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd110YAA,False,,24022281,003G0000018f6eIIAQ,0010A000002wOcKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,updating client address,Medium,"***DDS*** 11/25/25
Name: Rocco Romualdi
Phone: 416-705-3617
Agent code: LL08027
Reference: KB0015432

Hello Rocco, 

Thank you for contacting Workspace Support today regarding updating client address

As discussed on the phone we walked though edit clitet details to update the clients address.
The client will be sent a confirmation for the address update.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-25T18:54:51.000+0000,False,False,005OH00000BGeeHYAT,2025-11-25T18:38:00.000+0000,005OH00000BGeeHYAT,2025-11-25T19:48:26.000+0000,005OH00000BGeeHYAT,2025-11-25T19:48:26.000+0000,(416)705-3617,(416) 705-3617,rocco@romualdifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd1aRYAQ,False,,24021122,0030A0000029khRQAQ,0010A000002w7zAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:22:04.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T18:22:04.000+0000,005OH00000BfjndYAB,2025-11-25T18:22:04.000+0000,005OH00000BfjndYAB,2025-11-25T18:22:04.000+0000,(778)881-5717,(778) 881-5717,mary.ong@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd1nGYAQ,False,,24018381,0030A0000029evdQAA,0010A000002w39sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:41:42.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T17:41:42.000+0000,005OH000004Ir1xYAC,2025-11-25T17:41:43.000+0000,005OH000004Ir1xYAC,2025-11-25T17:41:43.000+0000,(403)910-3335,(587) 770-1355,btetz@ppi.ca,(780)443-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd251YAA,False,,24020436,0030A0000029dWSQAY,0010A000002w22JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,"**EMAIL**

Good afternoon Andrew,

Our team received an update regarding this request, Client Listings with DSC information (maturity dates/amounts, segregated funds only), and there appears to be no clients listed.

Please let me know if you would like E2734 Wealth Fund Client Listings report as well.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 21, 2025 4:09 PM
To: Andrew Maclean <andrewmacleanfinancial@gmail.com>
Subject: RE: [EXT] Re: Client Listing Request /Case23953226

Good afternoon Andrew,

Thank you for the confirmation. 

Our team will look into this request with our data provider as it is a custom-built report. I will reach out to you once I receive any updates.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Andrew Maclean 
Sent: November 21, 2025 10:02 AM
To: BusinessReporting ; Andrew Maclean 
Subject: Re: [EXT] Re: Client Listing Request /Case23903910

Hi Carmen, yes this is my business email address. When I setup my Canada Life Advisor access, it was using my personal email address: ""andrewmacleanfinancial@ gmail. com"". This is what is likely still on file. Can you confirm this? If
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hi Carmen, yes this is my business email address. When I setup my Canada Life Advisor access, it was using my personal email address: ""andrewmacleanfinancial@gmail.com"".

This is what is likely still on file. Can you confirm this? 

If so, please send the report to that email address. 

Thank you,

Andrew Maclean

Financial Advisor,
Lise Allin Insurance & Estate Planning Services
1 Catharine St.
Belleville, ON K8P 1K8
Office: 1-613-968-6751 x 1002
Fax: 1-613-968-2845
www.liseallininsurance.com

On Fri, Nov 21, 2025, 9:39 a.m. BusinessReporting <BusinessReporting@canadalife.com> wrote:
Good morning Andrew,

Thank you for providing us the additional information for us to look into our system.

Unfortunately, it appears this contact (email address) is not on file for you with Canada Life for us to fulfil this request and send information. Please contact us with the contact you currently have on file with Canada Life for us to fulfil this request. 

However, if you have made some changes, please reach out to Contracts&Compensation@canadalife.com to have your contact information updated. Once you receive confirmation, please let us know and we will look into this request.

Please note a client listing with DSC information (maturity dates/amounts) is available for segregated funds only and will be a custom-built report request.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Andrew Maclean <andrew@liseallininsurance.com> 
Sent: November 20, 2025 11:17 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Client Listing Request /Case23903910

Thank you Carmen, I was told by our MGA that the 5-digit broker codes are for insurance business only, and since this is wealth business it is categorized under dealer-rep code. However, my Canada Life broker code is E2734. I hope this helps. 
Thank you Carmen, 

I was told by our MGA that the 5-digit broker codes are for insurance business only, and since this is wealth business it is categorized under dealer-rep code.

However, my Canada Life broker code is E2734. I hope this helps. 

Cheers,

Andrew Maclean

Financial Advisor,
Lise Allin Insurance & Estate Planning Services

1 Catharine St.
Belleville, ON K8P 1K8

Office: 613-968-6751 x 1002
Fax: 613-968-2845

www.liseallininsurance.com


On Thu, Nov 20, 2025 at 10:46 AM BusinessReporting <BusinessReporting@canadalife.com> wrote:
Good morning Andrew,

Our team received your request via Call Centre for client listings report with DSC information (maturity date/amounts). The codes provided appears to be dealer and rep codes. However, could you please also provide us the advisor code (ex. Canada Life, MGA, Producer, five-characters long) for us to look into?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Carmen,

Report U2070 Book of Business with DSC by Advisor_WD MACLEAN, A U0000083649 is available now in the Ad-Hoc Folder. 

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: November 21, 2025 4:07 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID296

Item ID296 has been added Chen, Carmen 11/21/2025 3: 06 PM Source System: Other Is this request in relation to a new or existing report?: New If development is in relation to an existing Report please provide the name and scan code of the existing
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd

 Item ID296 has been added
		
 
Chen, Carmen
11/21/2025 3:06 PM
Source System:	Other 

Is this request in relation to a new or existing report?:	New 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 

Column Requirements :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 

Column and data filer requirements :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/25/2025 

Requestor Name and Organization :	ANDREW MACLEAN, FINANCIAL HORIZONS INC (SFINA) 

MI Specialist:	

Report Purpose - Business Use :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 

Advisor Name:	ANDREW MACLEAN 

Dealer Code:	E2734, U0000083649 

Rep Code as it appears in Unitrax:	E2734, U0000083649 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Modify my alert settings
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500OH00000gd2pnYAA,False,,24018301,0030A0000029evdQAA,0010A000002w39sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:40:44.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T17:40:44.000+0000,005OH000004Ir1xYAC,2025-11-25T17:40:44.000+0000,005OH000004Ir1xYAC,2025-11-25T17:40:44.000+0000,(403)910-3335,(587) 770-1355,btetz@ppi.ca,(780)443-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd3E2YAI,False,,24018601,0035o000004POrSAAW,0015o000004yXzTAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:45:15.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T17:45:15.000+0000,005OH000004Ir1xYAC,2025-11-25T17:45:15.000+0000,005OH000004Ir1xYAC,2025-11-25T17:45:15.000+0000,(306)807-6880,,yaluchen@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd4MxYAI,False,,24018184,0030A0000029n71QAA,0010A000002wA1MQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:39:10.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T17:39:10.000+0000,005OH00000BfjndYAB,2025-11-25T17:39:11.000+0000,005OH00000BfjndYAB,2025-11-25T17:39:11.000+0000,(778)689-1285,(778) 689-1285,andre.guillemette@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd4RlYAI,False,,24017603,0035o000003eJcHAAU,0015o000004I28wAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:31:05.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T17:31:05.000+0000,005OH000004Ir1xYAC,2025-11-25T17:31:05.000+0000,005OH000004Ir1xYAC,2025-11-25T17:31:05.000+0000,(403)796-7725,,hanxu2012ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd4lEYAQ,False,,24023033,003OH00000NCIiKYAX,001OH00000S9BcHYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:48:22.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T18:48:22.000+0000,005OH00000BfjndYAB,2025-11-25T18:48:23.000+0000,005OH00000BfjndYAB,2025-11-25T18:48:23.000+0000,(639)998-6670,,parminder74sharma@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd4uoYAA,False,,24018185,003G0000018f6l8IAA,0010A000002wOmsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Inforce Illustration,Medium,"Assisted advisor in resetting the RepNet ID password to access inforce illustration.

=====================

Hi Jeff,

Thank you for contacting the workspace support about accessing your inforce illustration.

We have identify the we need to reset your RepNet ID password and reset it successfully. It is also confirmed that you were able to access the inforce illustration again.

Thank you for your time and for the patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-25T17:54:46.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T17:39:11.000+0000,005OH00000BFPZHYA5,2025-11-25T17:58:48.000+0000,005OH00000BFPZHYA5,2025-12-13T02:02:32.000+0000,(613)858-3892,6138583892,jeff@ciigroup.ca,(613)748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd5PSYAY,False,,24018115,0035o000004POpwAAG,0015o000004yXyMAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:38:14.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T17:38:14.000+0000,005OH000004Ir1xYAC,2025-11-25T17:38:14.000+0000,005OH000004Ir1xYAC,2025-11-25T17:38:14.000+0000,(403)383-3066,,feiran.qian@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd6DRYAY,False,,24018029,003G0000018f6ihIAA,0010A000002wOiwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:36:53.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T17:36:53.000+0000,005OH000006owoYYAQ,2025-11-25T17:36:54.000+0000,005OH000006owoYYAQ,2025-11-25T17:36:54.000+0000,(306)653-3515,(306) 281-3789,jason.hillmer@soterragroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd6iDYAQ,False,,24022006,003G0000018f7OSIAY,0010A000002wPUtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Assisted advisor in resetting the MFA successfully

==============

Hi Brett,

Thank you for contacting the workspace support about resetting your multi-factor authenticator/MFA.

We have successfully reset your MFA and regain your access back to workspace.

Thank you for your time and your patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-25T18:37:57.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T18:34:07.000+0000,005OH00000BFPZHYA5,2025-11-25T19:14:30.000+0000,005OH00000BFPZHYA5,2025-11-25T19:14:30.000+0000,(306)290-6781,(306) 290-6781,brett.cross@wealthinfocus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd7z7YAA,False,,24018331,0030A0000029nRHQAY,0010A000002wAIsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T17:41:09.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T17:41:09.000+0000,005OH00000BfjndYAB,2025-11-25T17:41:10.000+0000,005OH00000BfjndYAB,2025-11-25T17:41:10.000+0000,(250)398-8281,(250) 305-9106,info@benmatthies.com,(250)398-7743,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd80nYAA,False,,24022439,0030A0000029q5XQAQ,0010A000002wCPWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:39:59.000+0000,False,False,005OH000004oiYEYAY,2025-11-25T18:39:59.000+0000,005OH000004oiYEYAY,2025-11-25T18:40:00.000+0000,005OH000004oiYEYAY,2025-11-25T18:40:00.000+0000,(519)474-9104,5196175333,info@arcfinancialgroup.com,(226)781-0444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd8wwYAA,False,,24023589,0030A0000029YttQAE,0010A000002vyFcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:55:39.000+0000,False,False,005OH000002iJPDYA2,2025-11-25T18:55:39.000+0000,005OH000002iJPDYA2,2025-11-25T18:55:39.000+0000,005OH000002iJPDYA2,2025-11-25T18:55:39.000+0000,(778)945-6900,(604) 617-8273,terryfuyu@shaw.ca,(778)945-6909,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd9csYAA,False,,24024285,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnecting MFA,Medium,"***DDS*** 11/25/25
Name: John glaysher
Phone: 519-290-1490
Agent code: A8462
Reference: KB0020738 

Hello John, 

Thank you for contacting Workspace Support today regarding Disconnecting MFA

Disconnected MFA
Setup MFA on Google Authenticator
Logged into Workspace.
Confirmed we can login, log out and back in again.
Confirmed John is able to find the forms he is looking for.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-25T19:46:35.000+0000,False,False,005OH00000BGeeHYAT,2025-11-25T19:05:31.000+0000,005OH00000BGeeHYAT,2025-11-25T19:46:36.000+0000,005OH00000BGeeHYAT,2025-11-25T19:46:36.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gd9zQYAQ,False,,24022115,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,Looking for a quote in newfoundland- not licensed in NFL - connected her back in the queue,True,2025-11-25T19:11:01.000+0000,False,False,005OH000007edoDYAQ,2025-11-25T18:35:38.000+0000,005OH000007edoDYAQ,2025-11-25T19:11:02.000+0000,005OH000007edoDYAQ,2025-11-25T19:11:02.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdAdgYAE,False,,24021496,0030A000002q4f2QAA,0010A000003b7NkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:27:03.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T18:27:03.000+0000,005OH00000BfjndYAB,2025-11-25T18:27:04.000+0000,005OH00000BfjndYAB,2025-11-25T18:27:04.000+0000,(250)869-8336,(250) 851-7201,bcoe@beemwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdB6kYAE,False,,24021038,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:20:45.000+0000,False,False,005OH000005URvxYAG,2025-11-25T18:20:45.000+0000,005OH000005URvxYAG,2025-11-25T18:20:46.000+0000,005OH000005URvxYAG,2025-11-25T18:20:46.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdBGSYA2,False,,24021626,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,PAC,Medium,field has called in requesting a 'hold' on this request. client would like the PAC to be restarted January 1st rather than Dec 1st. previous PAC was stopped in Sep 2025- within 6 months. will resubmit paperwork when PAC is to commence.,True,2025-11-25T18:36:11.000+0000,False,False,005OH000006uYrkYAE,2025-11-25T18:28:54.000+0000,005OH000006uYrkYAE,2025-11-25T18:36:11.000+0000,005OH000006uYrkYAE,2025-11-25T18:36:11.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdBUsYAM,False,,24019837,0035o000006t8DmAAI,0015o000007Uvf1AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:03:34.000+0000,False,False,005G0000002gxxjIAA,2025-11-25T18:03:34.000+0000,005G0000002gxxjIAA,2025-11-25T18:03:35.000+0000,005G0000002gxxjIAA,2025-11-25T18:03:35.000+0000,(514)377-9056,,dseguin@gfseguin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdBxvYAE,False,,24020790,0030A0000029kIOQAY,0010A000002w7eQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,requesting Simple protect secure link for Business owner section..,Medium,"***DDS*** 11/25/25
Name: Daniel Aviles
Phone: 604-780-1601
Agent code: E5088

The customer was able to sign the insured section of the application, but not the owner section. The customer is also not receiving the Simple Protect correspondence emails. The agent will escalate the issue to a level 2 team to send the secure link for the owner section, and will advise the customer that the email issue may be due to corporate firewalls.",True,2025-11-25T21:02:29.000+0000,False,False,005OH00000BGeeHYAT,2025-11-25T18:17:16.000+0000,005OH00000BGeeHYAT,2025-11-25T21:02:29.000+0000,005OH00000BGeeHYAT,2025-11-25T21:02:29.000+0000,(778)897-0211,,kmakievski@stalwartinsurancegroup.com,(604)111-1111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdD3mYAE,False,,24022164,0030A00000BTIvnQAH,0010A00000C3SpBQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:36:15.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T18:36:15.000+0000,005OH00000BfjndYAB,2025-11-25T18:36:16.000+0000,005OH00000BfjndYAB,2025-11-25T18:36:16.000+0000,(604)331-2466,,brian@briangebbie.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdDAEYA2,False,,24022767,0030A0000029l2qQAA,0010A000002w8FfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*** DDS Nov 25th, 2025 ***
User wants to reset MFA. Disconnected old link, linked new one, sign in successful.
===============
Good afternoon Xiao Yun,

It was a pleasure speaking with you today to help your reset your Salesforce Authenticator to your Workspace account.

During our call, I disconnected the old authentication method and helped you connect the new one.

I have also sent a request to update your cell phone number in our files as it was a different one than indicated on APEXA.

I’m glad I was able to assist you today resetting your Authenticator. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T19:18:15.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-25T18:44:36.000+0000,005OH00000AbJ7aYAF,2025-11-25T19:21:05.000+0000,005OH00000AbJ7aYAF,2025-11-25T19:21:05.000+0000,(604)285-7175,(778) 389-5973,yuexiaoyun@yahoo.ca,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdE4ZYAU,False,,24020120,0030A0000029k3iQAA,0010A000002w7SEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:07:59.000+0000,False,False,005G0000002gxxjIAA,2025-11-25T18:07:59.000+0000,005G0000002gxxjIAA,2025-11-25T18:08:00.000+0000,005G0000002gxxjIAA,2025-11-25T18:08:00.000+0000,(450)990-3226X245,514-710-3998,lorraine.beaumier@diversico.ca,(514)954-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdEsbYAE,False,,24022557,0030A0000029bgzQAA,0010A000002w0YjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:41:56.000+0000,False,False,005G0000002gxxjIAA,2025-11-25T18:41:56.000+0000,005G0000002gxxjIAA,2025-11-25T18:41:56.000+0000,005G0000002gxxjIAA,2025-11-25T18:41:56.000+0000,(450)654-1889,(450) 758-6346,lyne.chaput@iggpp.ca,(450)654-8821,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdFwnYAE,False,,24026627,003G0000018f6c3IAA,0010A000002wOZLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:37:39.000+0000,False,False,0050A000000XQhmQAG,2025-11-25T19:37:39.000+0000,0050A000000XQhmQAG,2025-11-25T19:37:40.000+0000,0050A000000XQhmQAG,2025-11-25T19:37:40.000+0000,(506)799-7300,,brent@hansonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdGMaYAM,False,,24026369,003OH00000SmzE4YAJ,001OH00000Z2ni9YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Caller's Name: ELIZABETH WILKES
Advisor or support staff: Advisor 
Advisor Code: H6990 MGA
Advisor Name: ELIZABETH WILKES	
Phone: 	(613) 447-3549
Email: elizabeth@conciergewealth.net		
1. Siebel verification: verified. 
2. Last Login to Workspace: n/a
Issue: can't sign into Workspace, not sure if she registered. receiving ERR-W1281

FINDINGS: found the test dummy user. 
she had her username Elizabethwilkes and password
checked isam and found Elizabethwilkes@clext
 its not locked, she had E Wilkes so we have to search by email in isam.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000AEcmJYAT%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000SnyRHYAZ%26cntc%3D003OH00000SnyRHYAZ%26id%3D005OH00000AEcmJYAT

RESOLUTON: did log me in session, guided her to register for Workspace.
received ERR-W1507, id isn't locked. clicked forgot password for repnet, 
she wasn't receiving the email, noticed she used elizabeth@concierge.net in error
and it should be elizabeth@conciergewealth.net. 
Called Assist desk spoke to Jonathan, said to verify/change the email in SF and then have her go through registration again/resend link
followed KB0023058, verified, changed email in workspace. had her register again/resend the link/ she completed verification
signed in and setup Sales Force authentication.
had her sign out/in again to test and she's good to go. 

SENT FOLLOW UP
--------------------------------------***DDS  11/25/2025***--------------------------
Hello Elizabeth,

Thank you for contacting Workspace Support today regarding not having access to Workspace, receiving ERR-W1281.

It was a pleasure speaking to you and helping you register for Workspace access.

To recap, during our LogMeIn session, we determined you were not registered for Workspace.

As you knew your user id, Elizabethwilkes@clext, we proceeded to register however received ERR- ERR-W1507, we completed verification and provided you with a temp password. 

You were then able to proceed and complete the Workspace registration. 

I then had you setup Multifactor Authentication using Salesforce Authenticator which you had already downloaded

You were able to access Workspace now, I had you sign out and in again to test and you were successfully able to sign in.

Please note you will have to allow upto 48hr before you can access your book of business. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T20:04:33.000+0000,False,False,005OH00000AUS7aYAH,2025-11-25T19:34:18.000+0000,005OH00000AUS7aYAH,2025-11-25T20:21:50.000+0000,005OH00000AUS7aYAH,2025-11-25T20:21:50.000+0000,(613)591-6661,,elizabeth@conciergewealth.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdH43YAE,False,,24021195,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:22:59.000+0000,False,False,005OH000005URvxYAG,2025-11-25T18:22:59.000+0000,005OH000005URvxYAG,2025-11-25T18:23:00.000+0000,005OH000005URvxYAG,2025-11-25T18:23:00.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdHTsYAM,False,,24021189,0035o000006OsQYAA0,0015o000006u59PAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,"**EMAIL**

Hi Pearce,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
E7BZL8SMJU

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Pearce,

Please find the attached file of the requested PAC AWD Summary Report on Investment Centre (Nominee). A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi Carmen, 

Report Q503 PAC AWD Summary Report TYMKO, P 9917- A3901, A3850, A5477, A5478, 97699 is available now in the Ad-Hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: November 24, 2025 2:21 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID300

Item ID300 has been added Chen, Carmen 11/24/2025 1: 20 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID300 has been added
		
 
Chen, Carmen
11/24/2025 1:20 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report 

Column Requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-A3901 
9917-A3850 
9917-A5477 
9917-A5478 
9917-97699 

Column and data filer requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-A3901 
9917-A3850 
9917-A5477 
9917-A5478 
9917-97699 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/26/2025 

Requestor Name and Organization :	Pearce Tymko, FDG Inc 

MI Specialist:	

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-A3901 
9917-A3850 
9917-A5477 
9917-A5478 
9917-97699 

Advisor Name:	Pearce Tymko 

Dealer Code:	9917-A3901, 9917-A3850, 9917-A5477, 9917-A5478, 9917-97699 

Rep Code as it appears in Unitrax:	9917-A3901, 9917-A3850, 9917-A5477, 9917-A5478, 9917-97699 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Modify my alert settings
|	View MI Intake Checklist



Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Pearce Tymko
Code: A3901, A3850, A5477, A5478, 97699

Please email it to pearce@fdgteam.com",True,2025-11-25T18:22:55.000+0000,False,False,005OH0000071DK9YAM,2025-11-25T18:22:55.000+0000,005OH0000071DK9YAM,2025-11-25T18:22:56.000+0000,005OH0000071DK9YAM,2025-11-25T18:22:56.000+0000,(587)988-8023,,pearce@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdIJVYA2,False,,24026372,0030A0000029YDmQAM,0010A000002vxibQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate Request,Medium,"See 23940604

Hello Alvina,

I also received a request from another department to send Shulei (Cloe) the list which I did directly to her on Friday November 21. 

Just wanted to give you a heads up.  

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CANINDSERV <CANINDSERV@canadalife.com> 
Sent: November 25, 2025 1:17 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: CL Insurance - client list

Please handle



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Wu, Cherie <Cherie.Wu@canadalife.com> 
Sent: November 20, 2025 10:59 AM
To: Chloe Assistant <chloe.assist@affinityfinancial.ca>; CANINDSERV <CANINDSERV@canadalife.com>
Cc: Chloe Tong <chloetong@affinityfinancial.ca>; Bascoguin, Melinda <Melinda.Bascoguin@canadalife.com>
Subject: RE: CL Insurance - client list

Hello Team,

Could you please assist Chole with following request.

Thank you very much.


Cherie Wu (she/her) BBA
Regional Sales Manager, Insurance – BC
Canada Life
Cell: 604 -618 -2553
Cherie.wu@canadalife.com

 

If you are unable to reach me directly please contact:

Wenjia Li, Regional Sales Representative, Insurance
Cell:  (604)612-5105 
wenjia.li@canadalife.com 

Serena Jiao, Regional Sales Associate, Insurance
Cell: 604-648-3087
Serena.Jiao@canadalife.com

For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: click here

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Chloe Assistant <chloe.assist@affinityfinancial.ca> 
Sent: November 19, 2025 3:17 PM
To: Wu, Cherie <Cherie.Wu@canadalife.com>; Bascoguin, Melinda <Melinda.Bascoguin@canadalife.com>
Cc: Chloe Tong <chloetong@affinityfinancial.ca>
Subject: [EXT] RE: CL Insurance - client list

Hello Cherie, Hope this email finds you well. My name is Alvina, and I am one of Chloe’s assistants. I would like to request a list of Chloe’s CL insurance clients with the highest annual premium amount to lowest, along with their
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Cherie,

Hope this email finds you well.

My name is Alvina, and I am one of Chloe’s assistants.

I would like to request a list of Chloe’s CL insurance clients with the highest annual premium amount to lowest, along with their full name and insurance coverage.

Thank you for your time and assistance, please let me know if you have any questions or concerns.


 
Alvina Seid
Administrative Assistant
 
Best regards,
Chloe's Assistant Team
 
Shulei (Chloe) Tong
Professional Financial Advisor
President of Affinity Financial Services Inc.
 
 
 
 
AFFINITY FINANCIAL SERVICES INC.

10271 Shellbridge Way, Suite 218
Richmond, BC, V6X 2W8
Phone:  604-285-7175 
Fax:      604-285-7176
Email : chloe.assist@affinityfinancial.ca
Website : https://en.affinityfinancial.ca/
 
  
 
 
This communication is confidential, may be privileged and is intended for the exclusive use of the addressee. Any other person is strictly prohibited from disclosing, distributing or reproducing it. If the addressee cannot be reached or is unknown to you, please inform the sender by return e-mail immediately and delete this e-mail message and destroy all copies. Please note that email is not a secure medium for the transmission of highly sensitive data. Thank you.
Cette communication est confidentielle, peut être privilégiée et est à l’intention exclusive du destinataire. Toutes autres personnes sont strictement défendues de divulguer, de distribuer ou de reproduire cette communication. Si le destinataire ne peut être joint ou est pour vous inconnu, veuillez s’il vous plaît informer l’expéditeur en répondant à ce courriel immédiatement et supprimer et détruire ce message courriel et toutes les copies. Veuillez noter que le courriel n’est pas un moyen sécure pour la transmission des données de haute sensitivité. Merci.
 
 
From: Wu, Cherie <Cherie.Wu@canadalife.com> 
Sent: Thursday, April 24, 2025 5:00 PM
To: Chloe Assistant <chloe.assist@affinityfinancial.ca>; Bascoguin, Melinda <Melinda.Bascoguin@canadalife.com>
Cc: Chloe Tong <chloetong@affinityfinancial.ca>
Subject: RE: CL Insurance - client list

Hello Melinda,

Could you please assist Alvina with following inquires.

Let me know if you have any questions.

Thank you very much.

Cherie Wu (she/her) BBA
Regional Sales Manager, Insurance – BC
Canada Life
Cell: 604 -618 -2553
Cherie.wu@canadalife.com

 

If you are unable to reach me directly please contact:

Wenjia Li, Regional Sales Representative, Insurance
Cell:  (604)612-5105 
wenjia.li@canadalife.com 

Melinda Bascoguin, ACS, ALMI
Regional Sales Associate, Insurance
Phone: (604)331-2465
Melinda.Bascoguin@canadalife.com

For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: click here

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Chloe Assistant <chloe.assist@affinityfinancial.ca> 
Sent: April 24, 2025 3:22 PM
To: Wu, Cherie <Cherie.Wu@canadalife.com>
Cc: Chloe Tong <chloetong@affinityfinancial.ca>
Subject: [EXT] CL Insurance - client list

Hello Cherie, Hope this email finds you well. My name is Alvina, and I am one of Chloe’s assistants. I would like to request a list of Chloe’s CL insurance clients with the highest annual premium amount to lowest, along with their

Hello Cherie,

Hope this email finds you well.

My name is Alvina, and I am one of Chloe’s assistants.

I would like to request a list of Chloe’s CL insurance clients with the highest annual premium amount to lowest, along with their full name and insurance coverage.

Thank you for your time and assistance, please let me know if you have any questions or concerns.




Alvina Seid
Administrative Assistant

Best regards,
Chloe's Assistant Team

Shulei (Chloe) Tong
Professional Financial Advisor
President of Affinity Financial Services Inc.

 
 
 
AFFINITY FINANCIAL SERVICES INC.

10271 Shellbridge Way, Suite 218
Richmond, BC, V6X 2W8
Phone:  604-285-7175 
Fax:      604-285-7176
Email : chloe.assist@affinityfinancial.ca
Website : https://en.affinityfinancial.ca/

  

 
This communication is confidential, may be privileged and is intended for the exclusive use of the addressee. Any other person is strictly prohibited from disclosing, distributing or reproducing it. If the addressee cannot be reached or is unknown to you, please inform the sender by return e-mail immediately and delete this e-mail message and destroy all copies. Please note that email is not a secure medium for the transmission of highly sensitive data. Thank you.
Cette communication est confidentielle, peut être privilégiée et est à l’intention exclusive du destinataire. Toutes autres personnes sont strictement défendues de divulguer, de distribuer ou de reproduire cette communication. Si le destinataire ne peut être joint ou est pour vous inconnu, veuillez s’il vous plaît informer l’expéditeur en répondant à ce courriel immédiatement et supprimer et détruire ce message courriel et toutes les copies. Veuillez noter que le courriel n’est pas un moyen sécure pour la transmission des données de haute sensitivité. Merci.",True,2025-11-25T19:34:21.000+0000,False,False,005OH0000088z1hYAA,2025-11-25T19:34:21.000+0000,005OH0000088z1hYAA,2025-11-25T19:36:47.000+0000,005OH0000088z1hYAA,2025-11-25T19:36:47.000+0000,(604)285-7175,(604) 818-3383,alvinaseid@yahoo.ca,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdK6jYAE,False,,24021046,003OH00000XTR0HYAX,001OH00000feEjDYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration and Fund Information,Medium,"***DDS 2025-11-25
DDS provided information to user for Product Resources and advised user to user Advisor Chat if cannot find information.

***DDS 2025-11-25***
User was having issues logging in to Workspace.
DDS notified user that registration was not completed, assisted user with registration by guiding them to RepNet password reset and assisted with Authenticator setup.
User also wanted to know where to find the fund facts and information for investments.
DDS will call user back to find that information.
 
================================================================================
****Email Chain**
Hello Maria,

It was a pleasure speaking to you earlier regarding your Workspace registration. We’re happy we were able to assist you in getting registered for Workspace by assisting in a password reset and assist you in your Authenticator setup. 

To access fund information, you can use the Product Resources tab on the top left of your Workspace page and select the wealth option. If you are still unable to find the information that you are looking for, feel free to use the Advisor Chat function in Workspace located in the Support tab on the top right of the Overview page.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T19:34:34.000+0000,False,False,005OH00000AX0rVYAT,2025-11-25T18:20:55.000+0000,005OH00000AX0rVYAT,2025-11-25T19:34:34.000+0000,005OH00000AX0rVYAT,2025-11-25T19:34:34.000+0000,(514)777-7400,,maria.arceo.pellas@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdKbRYAU,False,,24026783,003G000001NrS5xIAF,0010A000002wSZDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product Illustration Password reset,Medium,"KEITH OICKLE
Keith contacted us about having issues with accessing their Product Illustration.
I provided troubleshooting steps to reset their User ID password and letting us know if issues persists.
Update received on November 27th 2025: issue resolved.

Email:
----------
Great - it works!

Have a wonderful day!

 
Keith L Oickle, CPA, CA, TEP, CEA
645 Prospect Bay Road
Prospect Bay, NS B3T 1Z9
Tel: 902.225.4733

keith@klofinancialservices.ca
LinkedIn
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: November 26, 2025 10:09 AM
To: Keith Oickle <keith@klofinancialservices.ca>
Subject: RE: Product Illustration - 24026783 
 
Hello,
 
It seems there is a misunderstanding with the back-and-forth emails. I was just explaining what ‘@llext’ is.
 
Please follow the steps in the first email. For STEP 2 when you go to reset your password, please put in your User ID as ‘LL29890@llext.’
 
Please let me know if you are still having trouble with access,
 
 
I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
From: Keith Oickle <keith@klofinancialservices.ca> 
Sent: November 26, 2025 9:01 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Product Illustration - 24026783
Importance: High
 
My User ID is: LL29890 I don't know what you mean by the extension. Please provide an example. Thanks, Keith Keith L Oickle, CPA, CA, TEP, CEA 645 Prospect Bay Road Prospect Bay, NS B3T 1Z9 Tel: 902. 225. 4733 keith@ klofinancialservices. ca LinkedIn
My User ID is:
 
LL29890
 
I don't know what you mean by the extension.
 
Please provide an example.
 
Thanks, 
Keith
 
 
 
Keith L Oickle, CPA, CA, TEP, CEA
645 Prospect Bay Road
Prospect Bay, NS B3T 1Z9
Tel: 902.225.4733

keith@klofinancialservices.ca
LinkedIn
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: November 25, 2025 4:20 PM
To: Keith Oickle <keith@klofinancialservices.ca>
Subject: RE: Product Illustration - 24026783 
 
Hello Keith,
 
That is the extension used for access on your User ID.
 
Did this resolve your issue?
 
 
I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Keith Oickle <keith@klofinancialservices.ca> 
Sent: November 25, 2025 3:10 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Product Illustration - 24026783
Importance: High
 
Thanks - but was is the + llext Keith L Oickle, CPA, CA, TEP, CEA 645 Prospect Bay Road Prospect Bay, NS B3T 1Z9 Tel: 902. 225. 4733 keith@ klofinancialservices. ca LinkedIn The contents of this communication, including any attachment(s), are confidential
Thanks - but was is the
 
+ llext
 
 
Keith L Oickle, CPA, CA, TEP, CEA
645 Prospect Bay Road
Prospect Bay, NS B3T 1Z9
Tel: 902.225.4733

keith@klofinancialservices.ca
LinkedIn
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: November 25, 2025 3:44 PM
To: Keith Oickle <keith@klofinancialservices.ca>
Subject: Product Illustration - 24026783 
 
Hello Keith,
 
That you for contacting Workspace Support concerning access to Product Illustration.
 
To resolve this issue, please follow the steps below:
 
STEP 1:
Please visit https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
STEP 2:
Select the option that says, ‘Forgot your password?’ and go through the process of resetting a new password. 
*For your user ID, please put in your LL number + llext (eg. LL12345@llext)
 
STEP 3:
Once the password is reset, please go back to Product Illustration and sign in with your LL number and your new password.
 
Please advise if the issue persists after following these steps. 
 
 
I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Keith Oickle <keith@klofinancialservices.ca> 
Sent: November 25, 2025 2:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Canada Life 
Importance: High
 
Hi Workspace- I understand there is an issue. Please advise how when it will be resolved. Thanks Keith Keith L Oickle, CPA, CA, TEP, CEA 645 Prospect Bay Road Prospect Bay, NS B3T 1Z9 Tel: 902. 225. 4733 keith@ klofinancialservices. ca LinkedIn
Hi Workspace- I understand there is an issue. Please advise how when it will be resolved.
 
Thanks
 
Keith
 
  
Keith L Oickle, CPA, CA, TEP, CEA
645 Prospect Bay Road
Prospect Bay, NS B3T 1Z9
Tel: 902.225.4733

keith@klofinancialservices.ca
LinkedIn
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-25T19:39:48.000+0000,False,False,005OH00000BGf2TYAT,2025-11-25T19:39:48.000+0000,005OH00000BGf2TYAT,2025-11-27T16:08:30.000+0000,005OH00000BGf2TYAT,2025-12-13T02:01:18.000+0000,(902)225-4733,(902) 225-4733,keith@klofinancialservices.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdKt9YAE,False,,24023243,0030A0000029dIvQAI,0010A000002w1rlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access request to product illustration,Medium,"****DDS****November 27, 2025

CLTP was able to set up an account for Debbie to access the PI software.

==================================================================================

Debbie barr
debbie@whelannorth.com
ll86396
Support staff needed access for product illustration. Called assist line and the issue has been escalated to 2nd level support team.

==============================================================================

****Email Chain****

Hello Debbie,

I’m glad I was able to assist you with resetting the password for the product illustration software. 

Additionally, you are unable to run any illustration and receiving error message “policy not found.” As such, I have gone ahead and escalated this issue to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 9:15 AM
To: Barr, Debbie <debbie@whelannorth.com>
Subject: RE: **Case 24023243** - Access to the Product Illustration software

Hello Debbie,

I will reach out to you today at 1pm to assist with your Product Illustration issue.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Debbie Barr <debbie@whelannorth.com> 
Sent: December 2, 2025 2:46 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: **Case 24023243** - Access to the Product Illustration software

Hi There, I have not heard what time works for you I sent the following dates: Dec 2nd at 1 Dec 3rd at 1 Dec 4th at 1 Eastern 705-3252233 Please let me know so I can put in my calendar Debbie Barr Marketing Associate Whelan North Wealth &
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi There,

I have not heard what time works for you I sent the following dates:
Dec 2nd at 1
Dec 3rd at 1
Dec 4th at 1
Eastern 

705-3252233

Please let me know so I can put in my calendar

Debbie Barr
Marketing Associate
Whelan North Wealth & Estate Management Ltd. 
1616 Osprey Lane
Severn ON  L3V 0Y3
Phone: 705 325-2233
Fax: 705 325-2220
Email: debbie@whelannorth.com 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: we have taken precautions against viruses, but take no responsibility for loss or damage by any virus present. 


From: Debbie Barr 
Sent: Tuesday, December 2, 2025 9:54 AM
To: 'Workspace Support' <WorkspaceSupport@canadalife.com>
Subject: RE: **Case 24023243** - Access to the Product Illustration software

Hi There,

Dec 2nd at 1
Dec 3rd at 1
Dec 4th at 1
Eastern 

705-3252233

Debbie Barr
Marketing Associate
Whelan North Wealth & Estate Management Ltd. 
1616 Osprey Lane
Severn ON  L3V 0Y3
Phone: 705 325-2233
Fax: 705 325-2220
Email: debbie@whelannorth.com 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: we have taken precautions against viruses, but take no responsibility for loss or damage by any virus present. 
Nd 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Thursday, November 27, 2025 5:07 PM
To: Debbie Barr <debbie@whelannorth.com>
Subject: RE: **Case 24023243** - Access to the Product Illustration software

Hello Debbie,

Your access for the Product Illustration software has been resolved.

I would like to set up a phone call with you. This way I can walk you through login process. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on.
	Provide your time zone.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 12:10 PM
To: Barr, Debbie <debbie@whelannorth.com>
Subject: RE: **Case 24023243** - Access to the Product Illustration software

Hello Debbie,

Once your access issue has been resolved, you should be able to illustrate on behalf of your advisor.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Debbie Barr 
Sent: November 26, 2025 8:10 AM
To: Workspace Service Leaders 
Subject: [EXT] RE: **Case 24023243** - Access to the Product Illustration software

Good morning, Just to confirm this is to set me up as a delegate that will have access to product illustration? Debbie Barr Marketing Associate Whelan North Wealth & Estate Management Ltd. 1616 Osprey Lane Severn ON L3V 0Y3 Phone: 705 325-2233

Good morning,
Just to confirm this is to set me up as a delegate that will have access to product illustration?
Debbie Barr
Marketing Associate
Whelan North Wealth & Estate Management Ltd. 
1616 Osprey Lane
Severn ON L3V 0Y3
Phone: 705 325-2233
Fax: 705 325-2220
Email: debbie@whelannorth.com 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: we have taken precautions against viruses, but take no responsibility for loss or damage by any virus present. 
From: Workspace Service Leaders 
Sent: Tuesday, November 25, 2025 3:43 PM
To: Debbie Barr 
Subject: **Case 24023243** - Access to the Product Illustration software
Hello Debbie,
It was brought to our attention that you want some assistance accessing the Product illustration software.
I have gone ahead and escalated this to our Digital Technical Lab Team for review and will reach out as soon as they get back to me with more information.
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards,
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
View what's new on Workspace
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T19:13:27.000+0000,False,False,005OH000002iN7pYAE,2025-11-25T18:50:58.000+0000,005OH00000BFiyTYAT,2025-12-03T21:49:08.000+0000,005OH000002iN7pYAE,2025-12-13T02:01:18.000+0000,(905)477-8029X239,,cbowden@cindybowden.com,(905)944-0808,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdMi5YAE,False,,24025206,0035o000007k4UjAAI,0015o000008Rrw1AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:18:08.000+0000,False,False,005OH000007fgYjYAI,2025-11-25T19:18:08.000+0000,005OH000007fgYjYAI,2025-11-25T19:18:08.000+0000,005OH000007fgYjYAI,2025-11-25T19:18:08.000+0000,(438)927-3806,,christopher.lackey@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdNKqYAM,False,,24023760,003G0000018f6asIAA,0010A000002wOYAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1282 and ERR-W1285,Medium,"***DDS 2025-11-25***
User was trying to login and reset password but was encountering error ERR-W1282, then encountered error ERR-W1285.
DDS assisted user in resetting password and logging in to Workspace.
DDS also assisted in resetting ISAM password for @llext Product Illustration account and unlock the ISAM account and guided user to reset their own password.
 
================================================================================
****Email Chain**
Hello Katie,

It was a pleasure speaking to you earlier regarding your Workspace login and Product Illustrations password issues. We’re happy we were able to assist you in resetting the passwords to both your Workspace and Product Illustrations. 

If you encounter a similar issue again, feel free to reply to this email and we would love to assist you further.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T19:28:09.000+0000,False,False,005OH00000AX0rVYAT,2025-11-25T18:58:15.000+0000,005OH00000AX0rVYAT,2025-11-25T19:28:09.000+0000,005OH00000AX0rVYAT,2025-11-25T19:28:09.000+0000,(506)649-6400,(506) 645-8854,jeff.owens@omg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdNW5YAM,False,,24024365,0030A00000C2M6sQAF,0010A00000CcXMlQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:06:34.000+0000,False,False,0055o000002DK5fAAG,2025-11-25T19:06:34.000+0000,0055o000002DK5fAAG,2025-11-25T19:06:34.000+0000,0055o000002DK5fAAG,2025-11-25T19:06:34.000+0000,(705)915-3438,(289) 242-6879,laura.brailsford@edwardjones.com,(855)208-0492,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdNmIYAU,False,,24028282,0030A000007QnUCQA0,0010A000008IatqQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:00:39.000+0000,False,False,005G0000002gxxjIAA,2025-11-25T20:00:39.000+0000,005G0000002gxxjIAA,2025-11-25T20:00:39.000+0000,005G0000002gxxjIAA,2025-11-25T20:00:39.000+0000,(514)651-1479,(514) 651-1479,karim.darwiche@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdOVKYA2,False,,24022740,003G0000018f6VFIAY,0010A000002wORwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations issue - INC1860602,Medium,Handled by Assist,True,2025-11-25T18:56:35.000+0000,False,False,005OH00000AbCcLYAV,2025-11-25T18:44:16.000+0000,005OH00000AbCcLYAV,2025-11-25T18:56:35.000+0000,005OH00000AbCcLYAV,2025-12-13T02:02:32.000+0000,(450)743-0257,(450) 743-0257,jacques.legault@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdOn3YAE,False,,24021942,003OH00000JMebrYAD,001OH00000Ni30PYAR,,,,,,,012OH000000ijW5YAI,Open,,Email,,Workspace Registration,Medium,"****DDS****11/25/25 

Sent FU email requesting a call back time as user was unavailable at the moment 
User is yet to create a User ID for MGA Workspace channel
============================================================================================= 
 
****Email Chain****

Good day John,

We received a request to assist you with the registration process for Workspace access . We will be happy to assist you directly.

I tried reaching you earlier via (519) 259-9649 but you were not available at the time. Please provide your availability for a call back as we will need to authenticate you before assisting you further. I am in the office until 7:00pm EST today, alternately you can contact our team directly at your convenience at 1-888-999-4516.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 24, 2025 8:36 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: [EXT] advisor code and email address

Hi team,

May we have your assist on the below Workspace access issue for the below user?

Name: John Vandereerden
User ID: LL17787@clext

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: John Vandereerden <johnvan@breadthconsulting.com> 
Sent: November-24-25 09:11 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] advisor code and email address

Good morning. I have tried to register for the consolidated client experience on workspace and the links do not recognize my LL username or email address.   Can you assist with this? -- can you assist me? John Vandereerden, CLU/ChFC Associate
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning. I have tried to register for the consolidated client experience on workspace and the links do not recognize my LL username or email address. 

Can you assist with this?

-- 

 	

can you assist me? 
John Vandereerden, CLU/ChFC
Associate Advisor 
Office: 519-966-4400 | Cell: 519-259-9649
Learn more at breadthconsulting.com
1608 Sylvestre Drive, Unit 5, Tecumseh, Ontario, N9K 0B9
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",False,,False,False,005OH0000097FtCYAU,2025-11-25T18:33:11.000+0000,005OH0000097FtCYAU,2025-11-25T18:43:39.000+0000,005OH0000097FtCYAU,2025-11-25T18:43:39.000+0000,(519)966-4400,,johnvan@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdPftYAE,False,,24022160,0030A0000029oTwQAI,0010A000002wB7qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:36:12.000+0000,False,False,005G0000002gxxjIAA,2025-11-25T18:36:12.000+0000,005G0000002gxxjIAA,2025-11-25T18:36:12.000+0000,005G0000002gxxjIAA,2025-11-25T18:36:12.000+0000,(514)822-4270,(514) 770-1614,alexander.ramirez@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdPhYYAU,False,,24026404,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Pre-2017 Product Illustration Sign in issue,Medium,"*** DDS 28NOV2025 ***
no response, f/u email sent, closing
*** DDS 26NOV2025 ***
confirmed user has correct security groups, emailed steps and offered call

*****DDS**** 11/25/2025
Advisor: SHAWN FLANNIGAN
LL CODE: LL03082
Userid: ll03082@llext
Email : shawn@otfs.ca
 
 Issue: Advisor not able to access product illustration for pre-2017 policies, they are having issues upon sign in with a message “ password not recognized or version you are using is not correct”. The user advised they were still able to access it a month ago. 
 
Steps: Tried a password reset in ISAM but wasn’t successful also tired clearing cache and cookies. The issue persisted. Verified ISAM and user doesn’t have the right permission set group, or I am not able to see it. KB0021014

ESCALATED TO 2ND LEVEL

--------------------------------
EMAIL CHAIN:
Hello Shawn,

I am following up with you regarding the email below. Please let me know if you are still having issues in accessing the Product Illustrator tool or if there is anything else I can assist with. I am happy to schedule a call, and you can always contact our team at your convenience.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
--------------------
Hello Shawn,

I am reaching out from Workspace Support regarding the Product Illustrator access issue yesterday. I have some additional steps that I would like you to try, and I am happy to schedule a call with you to go through them together. 

Please go to Sign in | Canada Life and sign in with your LL number followed by @llext (example LL12345@llext) and the temporary password provided to you by Busayo yesterday. You will then be prompted to change the password. After this is complete, you should be able to login to the Product Illustrator with your LL number and the new password. 

Please let me know if this resolves the issue for you. If you do not recall the temporary password provided yesterday, please let me know your availability for a call and the best number to reach you at.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T13:44:19.000+0000,False,False,005OH000006wv2TYAQ,2025-11-25T19:34:45.000+0000,005OH00000BFQFHYA5,2025-11-28T13:44:19.000+0000,005OH000006wv2TYAQ,2025-12-13T02:01:18.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdQQiYAM,False,,24023188,003OH00000JYXl7YAH,001OH00000NwWn9YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:50:17.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T18:50:17.000+0000,005OH00000BfjndYAB,2025-11-25T18:50:18.000+0000,005OH00000BfjndYAB,2025-11-25T18:50:18.000+0000,(250)782-7733,,sterling.piper@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdQQlYAM,False,,24025424,0030A0000029hM8QAI,0010A000002w5GkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:21:10.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T19:21:10.000+0000,005OH00000BfonJYAR,2025-11-25T19:21:11.000+0000,005OH00000BfonJYAR,2025-11-25T19:21:11.000+0000,(604)276-8081,(604) 836-2007,jamesmok71@gmail.com,(800)935-4832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdQfFYAU,False,,24022989,003G0000018f6buIAA,0010A000002wOZCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA RESET,Medium,"user deleted her salesforce app, after authenticating siconnect and reconnected her MFa with salesforce.
email============
Bonjour micheline,

Merci d’avoir contacté le support de l’espace de travail concernant votre souci de l’autheficateur. J'ai vraiment apprécié notre échange. Lors de notre appel, on a déconnecté votre authentificateur, ensuite le connecter avec Salesforce. Vous avez pu avoir accès à votre compte avec succès.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T19:13:03.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-25T18:47:41.000+0000,005OH00000AZ3ZxYAL,2025-11-25T19:13:04.000+0000,005OH00000AZ3ZxYAL,2025-11-25T19:13:04.000+0000,(450)674-8999,(514) 294-1011 Do not call,micheline.hotte@gestiontrinergia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdRrUYAU,False,,24033122,0030A0000029YesQAE,0010A000002vy1tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Multi factor Authenticator,Medium,"LILIANE LI (D47477)
User needed help with setting up a new 2FA since they don't have access to the old one set up before.
I authenticated caller and disconnected the old authenticator. User was able to download salesforce authenticator to set  up new MFA process.

Email:
----------
Hello Lillian

Thank you for contacting Workspace Support concerning your multi-factor authenticator.

On the call today, we were able to disconnect the old multi factor authenticator on your workspace account and walked through the process of setting up salesforce authenticator on your phone. 


Let us know if you have any questions.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T21:26:10.000+0000,False,False,005OH00000BGf2TYAT,2025-11-25T21:14:09.000+0000,005OH00000BGf2TYAT,2025-11-25T21:26:10.000+0000,005OH00000BGf2TYAT,2025-11-25T21:26:10.000+0000,(778)798-6116,(604) 720-3990,lilianeli009@gmail.com,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdS4LYAU,False,,24024665,0030A0000029knwQAA,0010A000002w83pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:10:47.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T19:10:47.000+0000,005OH00000BfonJYAR,2025-11-25T19:10:47.000+0000,005OH00000BfonJYAR,2025-11-25T19:10:47.000+0000,(250)864-3111,(778) 322-5941,mycoachallen@gmail.com,(778)322-5941,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdS5tYAE,False,,24022562,0030A0000029jQXQAY,0010A000002w6wqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:42:00.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T18:42:00.000+0000,005OH00000BfjndYAB,2025-11-25T18:42:00.000+0000,005OH00000BfjndYAB,2025-11-25T18:42:00.000+0000,(250)545-8664,,ben.moore@edwardjones.com,(877)335-9177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdSfRYAU,False,,24025255,0030A00000C2M6sQAF,0010A00000CcXMlQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:18:56.000+0000,False,False,0055o000002DK5fAAG,2025-11-25T19:18:56.000+0000,0055o000002DK5fAAG,2025-11-25T19:18:56.000+0000,0055o000002DK5fAAG,2025-11-25T19:18:56.000+0000,(705)915-3438,(289) 242-6879,laura.brailsford@edwardjones.com,(855)208-0492,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdSttYAE,False,,24022723,0030A0000029f5EQAQ,0010A000002w3JOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1280,Medium,"***DDS 2025-11-24***
User was encountering error ERR-W1280.
DDS authenticated user then unfroze user's account.
 
================================================================================
****Email Chain**
Hello Hwan,

It was a pleasure speaking to you earlier regarding your account unlock. We’re happy we were able to unlock your account and assist with your login after authenticating you.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T18:50:52.000+0000,False,False,005OH00000AX0rVYAT,2025-11-25T18:44:04.000+0000,005OH00000AX0rVYAT,2025-11-25T18:50:52.000+0000,005OH00000AX0rVYAT,2025-11-25T18:50:52.000+0000,(604)224-6555,,hwanyoung.kim@edwardjones.com,(877)763-6168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdTA2YAM,False,,24024807,0030A0000029gEaQAI,0010A000002w4IRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:12:46.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T19:12:46.000+0000,005OH00000BfonJYAR,2025-11-25T19:12:47.000+0000,005OH00000BfonJYAR,2025-11-25T19:12:47.000+0000,(604)249-3556,(604) 306-3949,anilkaul50@gmail.com,(604)270-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdV5SYAU,False,,24031543,003G0000018f7qrIAA,0010A000002wPxHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:48:16.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T20:48:16.000+0000,005OH000006owoYYAQ,2025-11-25T20:48:17.000+0000,005OH000006owoYYAQ,2025-11-25T20:48:17.000+0000,(306)865-4255,(306) 865-7234,dwainebracken@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdVlJYAU,False,,24023382,003OH00000ErSHYYA3,001OH00000IbwFiYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T18:52:57.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T18:52:57.000+0000,005OH00000BfjndYAB,2025-11-25T18:52:57.000+0000,005OH00000BfjndYAB,2025-11-25T18:52:57.000+0000,(604)250-6609,,craig.fewer@prospera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdW7wYAE,False,,24024879,003G0000018f6p7IAA,0010A000002wOqqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing request/follow up,Medium,"**EMAIL**

Good afternoon Victor,

Thank you for reaching out to Business Reporting team.

The Insurance Client Listings report is our most up-to-date reporting format available for us to source data. As per Canada Privacy Policy Laws, client PI info (ex. Date of Birth, Address) are not included in the report. Advisors will need to refer to Workspace for their Contact Records.  


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: VICTOR WANG <victor.wang@victorwealth.ca> 
Sent: November 24, 2025 5:50 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] INSURANCE list VICTOR WANG

HI, Carmen, Can you do me a favor? Can you send my insurance listing with Policy number, owner name, policy type, policy date, owner’s age, annual premium, insurance amount, and owner’s address, owner’s post code in separate vertical column?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
HI, Carmen,
Can you do me a favor?
Can you send my insurance listing with Policy number, owner name, policy type, policy date, owner’s age, annual premium, insurance amount, and owner’s address, owner’s post code in separate vertical column?

Please see my code below:
Canada Life
Advisor #: F0278 (corporation)
Advisor #: F3492   
Advisor #: F6559
Office Code: LZCAV
Office: VICTOR WANG INVESTMENTS

My advisor code with Financial Horizon: H2753 Individual and H2752 Corporate.

London Life:LL21772-4
Great West Life code: 675848   Critical illness and disability insurance code 665856.


Thanks a lot for your help.


Dun (Victor) Wang    MBA President
Victor Wang Investments and Wealth Management Inc. 
300-1350 René-Lévesque West,  
Montreal, Québec, H3G 1T4
Cellular: 514-885-1818
victor.wang@victorwealth.ca
Fax: 514-931-9553
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 19, 2025 11:58 AM
To: VICTOR WANG <victor.wang@victorwealth.ca>
Subject: Password Email (Updated)

Hi Victor,

As mentioned in my previous email, please see below for your password-protected Excel file:
FB26PJDMWF

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.






This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



VICTOR WANG would like to recall the message, ""Password Email (Updated)"".

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



HI, Carmen,
Can you do me a favor?
Can you send my insurance listing with Policy number, owner name, policy type, policy date, owner’s age, annual premium, insurance amount, and owner’s address, owner’s post code in separate vertical column?
Thanks a lot for your help.


Dun (Victor) Wang    MBA President
Victor Wang Investments and Wealth Management Inc. 
300-1350 René-Lévesque West,  
Montreal, Québec, H3G 1T4
Cellular: 514-885-1818
victor.wang@victorwealth.ca
Fax: 514-931-9553
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 19, 2025 11:58 AM
To: VICTOR WANG <victor.wang@victorwealth.ca>
Subject: Password Email (Updated)

Hi Victor,

As mentioned in my previous email, please see below for your password-protected Excel file:
FB26PJDMWF

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-25T19:13:47.000+0000,False,False,005OH0000071DK9YAM,2025-11-25T19:13:47.000+0000,005OH0000071DK9YAM,2025-11-25T19:13:48.000+0000,005OH0000071DK9YAM,2025-11-25T19:13:48.000+0000,(514)885-1818,(514) 885-1818,victor.wang@victorwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdXYhYAM,False,,24026958,003G0000018f7CvIAI,0010A000002wPGsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Updates on WS,Medium,"Caller is inquiring about the recent change regarding the switch between accounts in WS.
Caller advised to register for their MGA account and link their FH/Advice canada  account to WS and that the change is regarding ''client search'' only.

Email sent to: Marc Simard <Marc@myprofplan.com>

Hi Marc, 

Thank you for your message. Currently you can be accessing both accounts through the same portal (Workspace) and adjusting the association and credentials as required (book of business accessible based on the chosen association).

The recent change is regarding ‘’ Client Search ‘’ and is only available via Advice Canada for Financial Horizons (FH) and Direct advisors with an FH account who have linked their Workspace accounts in Advice Canada.
 
The search allows them to view their business from all channels (Direct and Indirect) in a single location and quickly switch between accounts to provide a faster and simpler experience when looking up clients (product and visualizing summaries not available).

To gain access to your MGA book of business on Workspace you will need to complete your registration, please ensure you use your MGA code and follow the steps outlined below.
You will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
Registering for User ID (formerly RepNet ID)
Step 1: From the Canada Life Selfcare Page, click Register to start the quick, 3-step registration process. 
 The Canada Life Selfcare Page page can be accessed with a direct URL: 
 https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
  
Step 2: Accept the terms and conditions. 
 
Step 3: Enter your first name, last name, your new advisor code (formerly called distributor code), and unique activation code. Click Continue. 
 NOTE - if the caller does not know their advisor code (formerly called distributor code) or Activate Code, direct them to Distribution Methodology (MGA) or Contracts and Licensing (ADSL) to have their Welcome Letter resent.  
•	Distribution_Methodology@canadalife.com
•	CanadaLife.Contracts&Licensing@canadalife.com 
 
IF  your user id has been created on Repnet, please allow 48 hours before registering for Workspace.
In case you’re already registered in Repnet and just don’t remember your User ID password, you can use the URL below and click on Forgot your password? Link : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en
If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting, and we will schedule a call to help you. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Marc Simard <Marc@myprofplan.com> 
Sent: November 25, 2025 12:24 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Your Canada Life clients, all in one place – unlock the new experience | Vos clients de la Canada Vie, tous à un seul endroit – tirez parti de la nouvelle expérience - Cas 24024766

Please send English reply … as am aware I do not have an MGA sign in… I thought this change was to add access accounts through financial horizons to Workspace? Marc Simard, PFP, CHS Insurance Expert for Professionals M. Y. Professional Planning
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Please send English reply … as am aware I do not have an MGA sign in… I thought this change was to add access accounts through financial horizons to Workspace?


Marc Simard, PFP, CHS
Insurance Expert for Professionals 

M.Y. Professional Planning - Canada Life
Office/Cell :  (204) 797-3479 
Email: marc@myprofplan.com
http://www.myprofessionalplanning.ca/index.php?id=20
""Assisting Professionals and Business owners achieve Financial Independence."" 
Proud Supporter of The Dream Factory - http://www.thedreamfactory.ca/
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. Should you wish to not receive emails please reply advising such.



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 1:13 PM
To: Marc Simard <Marc@myprofplan.com>
Subject: RE: Your Canada Life clients, all in one place – unlock the new experience | Vos clients de la Canada Vie, tous à un seul endroit – tirez parti de la nouvelle expérience - Cas 24024766

Bonjour Marc,

Merci d’avoir contacté l’équipe de support Espace Affaires.

Selon nos dossiers, vous n’avez actuellement aucun compte Agent général (AGD) actif sur ReseauRep ni sur l’Espace Affaires. Vous êtes uniquement inscrit pour votre compte direct (Solutions conseillers).

Pour accéder à votre portefeuille AGD sur L’Espace Affaires, vous devrez compléter votre inscription.
Veuillez-vous assurer d’utiliser votre code MGA et de suivre les étapes indiquées ci-dessous.

Pour utiliser Espace affaires vous devez faire 2 processus d’inscription :
-	Inscription pour votre nom d’utilisateur 
-	Inscription pour votre compte Espace affaires

Comment vous inscrire pour votre compte Espace affaires
Pour obtenir un nom d'utilisateur (anciennement nom d’utilisateur du RéseauRep), cliquez sur le lien ci-dessous:
 Canada-Vie RéseauRep


Si vous ne vous souvenez pas de votre nom d'utilisateur et du mot de passe de votre nom d'utilisateur, vous pouvez utiliser l'URL ci-dessous et cliquer sur les liens ci-dessous https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/LoginPage.do&requestedLanguage=fr
 
 

Si vous n’êtes pas capable de trouver votre nom d’utilisateur avec cette méthode, vous pouvez envoyer un courriel à distribution_methodology@canadalife.com et ils pourront vous confirmer votre nom d’utilisateur. 
 
Une fois que vous aurez ces détails en mains, veuillez utiliser la procédure ici-bas pour créer votre compte. Si vous préférez que l’on prenne rendez-vous au téléphone pour faire votre inscription ensemble, veuillez nous donner vos disponibilités et le meilleur numéro pour vous rejoindre. 
•	Utiliser le lien d’inscription : https://workspace.canadalife.com/s/login/SelfRegister?language=fr
•	Entrer votre identifiant (autrefois appelé identifiant RéseauRep) et votre mot de passe :
o	Le système saura, en fonction de l’identifiant, si l’utilisateur est un utilisateur de conseiller ou de support.

 
•	Cliquez sur Suivant pour accéder à la page suivante
o	Lire et accepter les conditions d’utilisation

 
•	Un courriel de vérification sera envoyé à l’adresse courriel de l’utilisateur qui a été saisie à l’étape précédent
 
•	Vérifiez l’adresse courriel en cliquant sur Vérifier maintenant
•	Vous pouvez désormais se connecter à Espace affaires : https://lifeco.force.com/workspace
Si vous éprouvez des difficultés pendant le processus d’inscription, renvoyez-nous un courriel et il nous fera plaisir de vous aider.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Marc Simard <Marc@myprofplan.com> 
Sent: November 25, 2025 9:26 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Your Canada Life clients, all in one place – unlock the new experience | Vos clients de la Canada Vie, tous à un seul endroit – tirez parti de la nouvelle expérience

Hello, Can you provide some assistance. I go to Advice Canada site. Go to Authorize connections – then choose the Workspace (Canada Life-MGA) option by choosing CONNECT. Then choose AUTHORIZE - This takes me to a Canada Life logo’d page -Connect

Hello, 

Can you provide some assistance. 

I go to Advice Canada site. Go to Authorize connections – then choose the Workspace (Canada Life-MGA) option by choosing CONNECT.   Then choose AUTHORIZE -  This takes me to a Canada Life logo’d page -Connect your Workspace account to Advice Canada .Login to Workspace…. Email marc@myprofplan.com with password… Association – Managing General Agency… then says password email combination is incorrect???

Please advise.. 

Thanks, 





Marc Simard, PFP, CHS
Insurance Expert for Professionals 

M.Y. Professional Planning - Canada Life
Office/Cell :  (204) 797-3479 
Email: marc@myprofplan.com
http://www.myprofessionalplanning.ca/index.php?id=20
""Assisting Professionals and Business owners achieve Financial Independence."" 
Proud Supporter of The Dream Factory - http://www.thedreamfactory.ca/
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. Should you wish to not receive emails please reply advising such.



From: Canada Life News <Canadalifenews@mail.canadalife.com> 
Sent: November 20, 2025 12:31 PM
To: Marc Simard <Marc@myprofplan.com>
Subject: Your Canada Life clients, all in one place – unlock the new experience | Vos clients de la Canada Vie, tous à un seul endroit – tirez parti de la nouvelle expérience

One view, one login. Managing your Canada Life book of business just got easier.
View in browser

 	 	 

 
 
One view, one login. Managing your Canada Life book of business just got easier.
 
Access your entire Canada Life book of business – including clients through Financial Horizons and direct contracts – in one place. Built around features you asked for, it’s designed to simplify your day-to-day and help you work smarter. 

To unlock the client search experience, register for your Canada Life MGA Workspace and connect your accounts. Your MGA business needs its own Workspace access so you can continue managing clients, servicing your business and using tools in a dedicated space to grow your practice. 
Key features designed around your workflow: 
•	See everything in one place: Wealth and insurance products, unified under one login.
•	Search options: Find clients by name, company or policy number.
•	Export summaries: Get quick access to portfolio and policy details.
•	Work better with delegates and other advisors: Filter by advisor codes to manage shared clients.
Watch this video to see client search in action. 
 
How to get access: 
Just a few simple steps - and you’ll unlock a smarter, more streamlined way to manage your business. 
Step 1: Create your Canada Life user ID 
•	Go here and click ‘Register’ 
•	Follow steps to create your Canada Life User ID and password using your advisor code and activation code. 
•	If you need your advisor code, contact a distribution_methodology@canadalife.com.
•	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems. 
Step 2: Register for Workspace 

Due to security and compliance requirements, please complete the registration process yourself. 
•	Go here to register 
•	Enter your newly created Canada Life User ID and password 
•	Follow prompts to set up your Workspace account and complete registration.
Step 3: Connect your accounts. 
•	Sign into the Advice Canada using your Financial Horizons Advisor Portal credentials. 
•	Select ‘Authorize Connections’ to link your Workspace accounts (MGA and Canada Life – Direct). 
Step 4: Access the client search experience 
•	Access your client search here https://www.secure.acp.canadalife.com
•	Sign in with your Financial Horizons credentials.
•	Click “Clients” in the sidebar. 
•	Keep accessing client search anytime through the Advice Canada Connected experience. 
•	If delegates want to see all clients, they must have third-party access for both MGA and direct codes.
This is just the beginning. We have more enhancements planned to make the experience even better. 

For more information, refer to this FAQ. 

If you have further questions, email CLWorkspaceSupport@canadalife.com and include your comp code. 

 


 
Canada Life and design are trademarks of The Canada Life Assurance Company.
 



 
 	 	 

 
 
Un seul affichage, une seule ouverture de session. Il est désormais plus facile de gérer votre bloc d’affaires de la Canada Vie.
 
Accédez à l’ensemble de votre bloc d’affaires de la Canada Vie – au titre de contrats de la Financière Horizons ou de contrats directs – en un seul endroit. Conçue autour des fonctionnalités que vous avez demandées, cette solution vise à simplifier votre quotidien et à vous aider à travailler plus efficacement. 

Pour accéder à l’expérience visant la recherche de clients, inscrivez-vous à votre Espace affaires des AGD de la Canada Vie et connectez vos comptes. Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie afin que vous puissiez continuer à gérer les affaires de vos clients, à servir votre entreprise et à utiliser des outils dans un espace dédié à la croissance de votre pratique.
Principales caractéristiques conçues pour votre flux de travail : 
•	Voyez tout à un seul endroit : Produits de gestion du patrimoine et d’assurance, regroupés et accessibles au moyen d’une seule ouverture de session 
•	Options de recherche : Effectuez des recherches de clients par nom, par compagnie ou par numéro de police. 
•	Sommaires exportables : Accédez rapidement aux renseignements sur les portefeuilles et les polices. 
•	Collaborez mieux avec les délégués et les autres conseillers : Filtrez par code de conseiller pour gérer les clients partagés. 
Visionnez cette vidéo pour voir comment fonctionne la recherche de clients. 
 
Comment y accéder : 
Quelques étapes simples vous permettront d’accéder à une façon plus intelligente et simplifiée de gérer vos affaires. 
Étape 1 : Créer votre nom d’utilisateur de la Canada Vie 
•	Cliquez ici , puis sur S’inscrire.
•	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe de la Canada Vie au moyen de votre code du conseiller et de votre code d’activation. 
•	Si vous avez besoin de votre code du conseiller, envoyez un courriel à l’adresse distribution_methodology@canadavie.com. 
•	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 
Étape 2 : S’inscrire à l’Espace affaires 

En raison d’exigences en matière de sécurité et de conformité, veuillez effectuer vous-même le processus d’inscription. 
•	Cliquez ici pour vous inscrire. 
•	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
•	Suivez les directives pour établir votre compte dans l’Espace affaires et effectuer votre inscription. 
Étape 3 : Connecter vos comptes. 
•	Ouvrez une session dans Conseils Canada en utilisant vos identifiants de connexion pour le portail des conseillers de la Financière Horizons. 
•	Cliquez sur Autoriser les connexions pour lier vos comptes de l’Espace affaires (AGD et Canada Vie – Affaires directes). 
Étape 4 : Accéder à la recherche de clients 
•	Accédez à votre recherche de clients ici : https://www.secure.acp.canadavie.com
•	Ouvrez une session avec vos données d’accès de la Financière Horizons. 
•	Cliquez sur « Clients » dans la barre latérale. 
•	Accédez à votre recherche de clients en tout temps grâce à la Plateforme connectée de Conseils Canada. 
•	Si les délégués veulent voir tous les clients, ils doivent avoir un accès à titre de tiers pour les codes d’AGD et les codes directs.
Et ce n’est qu’un début! D’autres améliorations sont prévues pour rendre l’expérience encore meilleure. 

Consultez cette FAQ pour obtenir plus d’information. 

Si vous avez d’autres questions, envoyez un courriel à l’adresse CVSoutiensEspaceAffaires@canadavie.com et indiquez votre code de rémunération. 


 


 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d'Assurance du Canada sur la Vie.",True,2025-11-25T19:42:25.000+0000,False,False,005OH00000AbCcLYAV,2025-11-25T19:42:25.000+0000,005OH00000AbCcLYAV,2025-11-25T19:47:19.000+0000,005OH00000AbCcLYAV,2025-11-25T19:47:19.000+0000,(204)797-3479,(204) 797-3479,marc@myprofplan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdXdZYAU,False,,24028431,0030A000004DRRnQAO,0010A000004ycejQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlocking account and  resetting password in WS,Medium,"Bonjour Maryse, 

Ce fut un plaisir de vous parler au téléphone plus tôt concernant votre accès à l’Espace affaires et la configuration de votre authentificateur.

Pour récapituler ce que nous avons fait :
•	Nous avons débloqué votre compte Espace affaires
•	Nous avons réinitialisé votre mot de passe.
•	Accédé à votre compte aves succès.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T20:10:18.000+0000,False,False,005OH00000AbCcLYAV,2025-11-25T20:02:31.000+0000,005OH00000AbCcLYAV,2025-11-25T20:10:18.000+0000,005OH00000AbCcLYAV,2025-11-25T20:10:18.000+0000,(438)806-7227,,admin@emma.ca,(418)622-3939,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdYOHYA2,False,,24031662,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations access issue,Medium,"*** DDS 28NOV2025 ***
user replied they will connect with us week of Dec 10

*** DDS 28NOV2025 ***
no response, f/u email sent
*** DDS 26NOV2025 ***
emailed user steps to go to self care page, offered call
*** DDS Nov 25th, 2025 ***
User downloaded Product Illustrations but access denied even with correct username and newly created temporary password. Escalated to L2.
==============
Hello Munira,

I am reaching out from Workspace Support regarding the Product Illustrator access issue yesterday. I have some additional steps that I would like you to try, and I am happy to schedule a call with you to go through them together. 

Please go to Sign in | Canada Life and sign in with your LL number followed by @llext (example LL12345@llext) and the temporary password provided to you by Martin yesterday. You will then be prompted to change the password. After this is complete, you should be able to login to the Product Illustrator with your LL number and the new password. 

Please let me know if this resolves the issue for you. If you do not recall the temporary password provided yesterday, please let me know your availability for a call and the best number to reach you at.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Good afternoon Munira,

It was a pleasure speaking with you today and trying to help you download and open Product Illustrations.

During our call I helped you download the app, however we had issues getting you in even after resetting the password. I have therefore escalated this issue with our Level 2 support team to make sure your access is restored. The will follow up with you within the next few business days when this issue is resolved.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com

-----------------------------
Hello Munira,

I am following up with you regarding the email below. Please let me know if you are still having issues in accessing the Product Illustrator tool or if there is anything else I can assist with. I am happy to schedule a call, and you can always contact our team at your convenience.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 10:35 AM
To: Kazia, Munira <munirakazia@insuranceglobeinc.com>
Subject: Product Illustrator access issue - C24031662

Hello Munira,

I am reaching out from Workspace Support regarding the Product Illustrator access issue yesterday. I have some additional steps that I would like you to try, and I am happy to schedule a call with you to go through them together. 

Please go to Sign in | Canada Life and sign in with your LL number followed by @llext (example LL12345@llext) and the temporary password provided to you by Martin yesterday. You will then be prompted to change the password. After this is complete, you should be able to login to the Product Illustrator with your LL number and the new password. 

Please let me know if this resolves the issue for you. If you do not recall the temporary password provided yesterday, please let me know your availability for a call and the best number to reach you at.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T13:49:09.000+0000,False,False,005OH000006wv2TYAQ,2025-11-25T20:50:21.000+0000,005OH00000AbJ7aYAF,2025-11-28T16:23:55.000+0000,005OH000006wv2TYAQ,2025-12-13T02:02:53.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdYxkYAE,False,,24030199,0030A0000029kVOQAY,0010A000002w7qtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:28:07.000+0000,False,False,0055o000001h4cFAAQ,2025-11-25T20:28:07.000+0000,0055o000001h4cFAAQ,2025-11-25T20:28:07.000+0000,0055o000001h4cFAAQ,2025-11-25T20:28:07.000+0000,(204)255-1095,,jean@gaudryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdZKJYA2,False,,24026843,0031600002T0dJtAAJ,0010A000002wNymQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"*** DDS Nov 25th, 2025 ***
User wants to know if the address is wrong in the prev application if it will cause an issue when submitting the application. Referred to Term_Conversion_Inquiries@canadalife.com.
=============
Good afternoon Nick,

It was a pleasure speaking with you today about a Digital Term Conversion question about updating an address.

For these inquiries, you can contact Term_Conversion_Inquiries@canadalife.com, they will have the relevant information concerning processes for these applications.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T19:48:55.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-25T19:40:40.000+0000,005OH00000AbJ7aYAF,2025-11-25T19:48:56.000+0000,005OH00000AbJ7aYAF,2025-11-25T19:48:56.000+0000,(604)317-2260,,nick@mcgruerwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdamcYAA,False,,24024951,0030A0000029lSmQAI,0010A000002w8dCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:14:57.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T19:14:57.000+0000,005OH00000BfonJYAR,2025-11-25T19:14:58.000+0000,005OH00000BfonJYAR,2025-11-25T19:14:58.000+0000,(250)744-3575,,midori.hillis@ipcsecurities.com,(250)744-1450,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdbArYAI,False,,24032261,003OH00000YGOxFYAX,0010A000002vtoyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-portable access of workspace site,Medium,"dds**11/25/2025
user request to know if workspace is accessible via ipad or phone.

EMAIL======
Bonjour Emilie,

Merci de contacter le supporte d’espace affaire, concernant l’accès à l’Espace Affaires sur tablette ou son cellulaire.

L’utilisateur peut y accéder pour afficher des sommaires, cependant ce n’est pas recommandé car cela provoquera un problème et pourrait ne pas être disponible en fonction du réseau et de l’appareil de l’utilisateur.

L’Espace Affaires a été conçu pour être utilisé principalement sur les ordinateurs de bureau et les ordinateurs portables.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Rivard, Emilie <Emilie.rivard@conseilscanada.com> 
Sent: November 25, 2025 2:27 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Accès à l'Espace Affaires

Bonjour l’équipe de l’Espace Affaires,

J’espère que vous allez bien! 

Un de mes conseillers m’a demandé s’il était possible d’accéder à l’Espace Affaires via sa tablette ou son cellulaire pour produire des sommaires de ses polices.

Pourriez-vous me confirmer si cela fonctionne ? 

Merci et bonne journée 😊,

Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178

 Prendre rendez-vous avec moi | Book an appointment with me

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Vidéos tutorielles sur Bluesun Conseiller on Vimeo

Tutoriel vidéo RepVision sur Vimeo

Bluesun Advisor Video Tutorials on Vimeo

RepVision Video Tutorials on Vimeo",True,2025-11-25T20:59:36.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-25T20:59:36.000+0000,005OH00000AZ3ZxYAL,2025-11-25T20:59:36.000+0000,005OH00000AZ3ZxYAL,2025-11-25T20:59:36.000+0000,514-878-6178,,emilie.rivard@conseilscanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdcbYYAQ,False,,24029215,003G00000252IUrIAM,0010A000002wTAuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,,Medium,"Advisor: Nahanni Ackroyd 
Advisor contacted about access to Digital Seg Fund- They keep getting error ""403 Forbidden""
KB0022494: Sent troubleshooting steps to user and advised to let us know if issue persists.

Email:
----------
Hello Nahanni,

Thank you for contacting Workspace Support concerning your Digital Seg Fund access.

To resolve this issue, please try some of the troubleshooting steps below:

STEP 1: Clear your cache and history
You can do this by selecting ctrl+shift+delete and then select the option to delete all history from the device. 

STEP 2: Close and reopen the browser then try to access your Digital Seg Fund again.

STEP 3: If you still do not have access after trying the first two steps, please try accessing the page from another browser.

Please let me know if this issue persists after troubleshooting.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Nahanni Ackroyd <Nahanni@ackroydfinancial.com> 
Sent: November 25, 2025 1:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Digital Seg Fund applications won't open

Hello, When I click on the Digital Seg Fund tile, it goes to a new tab, but says ""403 Forbidden"". Can you please fix? Thank you, Nahanni                                                                                             
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
When I click on the Digital Seg Fund tile, it goes to a new tab, but says ""403 Forbidden"". Can you please fix?
Thank you,
Nahanni",True,2025-11-25T20:13:35.000+0000,False,False,005OH00000BGf2TYAT,2025-11-25T20:13:35.000+0000,005OH00000BGf2TYAT,2025-11-25T20:15:47.000+0000,005OH00000BGf2TYAT,2025-11-25T20:15:47.000+0000,(250)756-6064,(250) 756-6064,nahanni@ackroydfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdcwUYAQ,False,,24025570,0030A0000029pMMQAY,0010A000002wBpmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:23:06.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T19:23:06.000+0000,005OH00000BfonJYAR,2025-11-25T19:23:06.000+0000,005OH00000BfonJYAR,2025-11-25T19:23:06.000+0000,(604)588-5497,(778) 552-5497,harikumar@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gddULYAY,False,,24025082,0030A0000029q5XQAQ,0010A000002wCPWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:16:35.000+0000,False,False,005OH000004oiYEYAY,2025-11-25T19:16:35.000+0000,005OH000004oiYEYAY,2025-11-25T19:16:36.000+0000,005OH000004oiYEYAY,2025-11-25T19:16:36.000+0000,(519)474-9104,5196175333,info@arcfinancialgroup.com,(226)781-0444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdeALYAY,False,,24028527,003OH00000Rqet8YAB,001OH00000XrV9PYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Investment Center,Medium,"User is receiving an error message for a client. 
Error message- We're sorry, there's been an error while processing your request. Error reference [BCA33AB1-0A780C15-241F3965-AB0BFD2B]. Further details (if applicable):
Language
Advisor could not hear me nor could I hear them. So gave a call back on the same number but then a couple minutes in the call, the user could not hear me and disconnected. 
Tried calling back two times but went straight to voicemail. 

Email: nazar@beyondwealth.ca 
Phone: 306-359-2124 


**********************************************
Good afternoon, Nazar

Thank you for contacting the Workspace Support Team, it was great speaking with you today.
 
I did try calling you back two times on the number you called with, 306-359-2124 but it went straight to voicemail. Please provide a time you are available for a call back or please give us a call back so we can help you resolve the issue. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T20:03:48.000+0000,False,False,005OH00000BG5v4YAD,2025-11-25T20:03:48.000+0000,005OH00000BG5v4YAD,2025-11-25T21:29:04.000+0000,005OH00000BG5v4YAD,2025-12-13T02:02:28.000+0000,(306)359-1999,,nazar@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdeOyYAI,False,,24032132,0035o000006Z3xVAAS,0015o0000075SCHAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:57:19.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T20:57:19.000+0000,005OH00000BfjndYAB,2025-11-25T20:57:20.000+0000,005OH00000BfjndYAB,2025-11-25T20:57:20.000+0000,(604)534-6003,,sean@loneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdeS1YAI,False,,24025326,0030A0000029q55QAA,0010A000002wCPEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:19:53.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T19:19:53.000+0000,005OH00000BfonJYAR,2025-11-25T19:19:54.000+0000,005OH00000BfonJYAR,2025-11-25T19:19:54.000+0000,(604)274-5234,(604) 720-5234,isao_asano@telus.net,(604)274-5235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdeWyYAI,False,,24031300,0030A000003pm8tQAA,0010A000004cInGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Change Email and Login Info,Medium,"RICHARD CRAIG CHASE
Rick sent an email request for us to update their email address on workspace
Advised user that they may need to create a new account for their MGA access if they are now MGA. If they are not, we would need to speak to them for authentication reasons to make the updates. 
Update from November 27th, 2025: Rick contacted again about not being able to access still. I advised ee to set up a call/contact us so we can make the change for them.

Email:
----------
Hello Rick,

Thank you for clarifying. I will be happy to assist you with the update.

OPTION 1: If you can log into your workspace account still, please log in (with the only email and your password) select the circular icon at the top right of the page and then ‘My Settings.’ You should see the option to change you email address there. 

OPTION 2: If you cannot log in, I will need to assist you with this change but first we would need to complete an authentication process that can only be done over the phone. Please provide the best time and phone number that I can reach you at or you can call us at 1-888-999-4516 and an agent will be happy to assist you.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Rick Chase <RChase@giffordcarr.ca> 
Sent: November 27, 2025 12:26 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Gauthier, Katie <KGauthier@giffordcarr.ca>
Subject: [EXT] RE: Change Email and Login Info - 24031300

Hello, My understanding is that our firm (and I) are still part of Advisor Solutions. My Fcode hasn’t changed in years: (F3036). Our firm and I do also have MGA access, for some clients that were brought over from the MGA side by 98% (thousands
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

My understanding is that our firm (and I) are still part of Advisor Solutions. My Fcode hasn’t changed in years:  (F3036).  

Our firm and I do also have MGA access, for some clients that were brought over from the MGA side by 98% (thousands of clients) are still direct/AS. I do not want to register for a new workspace account just need to change the email/account.  


 

 	Rick Chase
Vice President | Benefits & Planning
T 613.596.9101 | C 613.277.5235

Disclaimer | Privacy Policy

       	  giffordcarr.ca
			



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 3:57 PM
To: Rick Chase <RChase@giffordcarr.ca>
Subject: Change Email and Login Info - 24031300

CAUTION: External Sender. Do NOT respond, click links, or open attachments unless you were expecting and know the content is safe.

Hello Rick,

Thank you for contacting Workspace Support concerning access to your Workspace account.

From your email, it seems that you have switched over from Advisor Solutions to an MGA account. If this is the case, we would need to create an MGA workspace account. To do this, please see the steps below:

To register for workspace please go to https://workspace.canadalife.com/registration
 
You will need to enter your User ID (related to your MGA account) and password. 
*If you do not have your User ID,  you can visit this link and select ‘forgot User ID’ or contact Distribution_Methodology@canadalife.com
 
You will also need to enter your advisor code (comp code)
*If you do not know your advisor code, please contact 
Distribution_Methodology@canadalife.com
 
If this is not the case and you are still in Advisor Solutions looking to simply update your email, please reply with the best phone number and time that I can reach you at or call us at 1-888-999-4516 where an agent will be happy to assist you.

If you have any questions, please reply to the email and I will be happy to clarify.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Rick Chase <RChase@giffordcarr.ca> 
Sent: November 25, 2025 1:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Gauthier, Katie <KGauthier@giffordcarr.ca>
Subject: [EXT] Change Email and Login Info

Good afternoon, My current login is Richard. chase@ canadalife. com (as I was previously an affiliated advisor), this email no longer works and has been decommissioned. Can this login and all other areas within Workspace be changed to rchase@ giffordcarr. ca

Good afternoon, 

My current login is Richard.chase@canadalife.com (as I was previously an affiliated advisor), this email no longer works and has been decommissioned. Can this login and all other areas within Workspace be changed to rchase@giffordcarr.ca please? 

(For your reference you should be able to see that the Canada Life email had been forwarded to the Gifford Carr email in the GAL for some time). 


Thank you, 
 	Rick Chase
Vice President | Benefits & Planning
T 613.596.9101 | C 613.277.5235

Disclaimer | Privacy Policy

       	  giffordcarr.ca",True,2025-11-25T20:44:41.000+0000,False,False,005OH00000BGf2TYAT,2025-11-25T20:44:41.000+0000,005OH00000BGf2TYAT,2025-11-27T18:53:11.000+0000,005OH00000BGf2TYAT,2025-11-27T18:53:11.000+0000,(613)277-5235,,rchase@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdf3AYAQ,False,,24027640,003G0000018f7khIAA,0010A000002wPr5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace password reset and Link to Advice Canada.,Medium,"***DDS*** 11/25/25
Name: John Maas
Phone: 902-293-2211
Agent code: W1057 H9040
Reference: KB0022470 & KB0017399 & KB0022589

Hi John

Thank you for contacting Workspace Support today regarding Workspace password reset.

Reset workspcae password.
Tried logging in.
Error err-1282.
Tried using MS Edge.
Tried loggin in.
Tried loged out and back in again, success.
Linked  Direct (ADSL) to advice Canada.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-25T20:39:08.000+0000,False,False,005OH00000BGeeHYAT,2025-11-25T19:52:10.000+0000,005OH00000BGeeHYAT,2025-11-25T20:39:08.000+0000,005OH00000BGeeHYAT,2025-11-25T20:39:08.000+0000,(902)576-2807,(902) 293-2211,john@dhrobertsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdfxZYAQ,False,,24025706,0035o000004q6h9AAA,0015o000005OhKzAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:25:11.000+0000,False,False,005OH000002iJPDYA2,2025-11-25T19:25:11.000+0000,005OH000002iJPDYA2,2025-11-25T19:25:11.000+0000,005OH000002iJPDYA2,2025-11-25T19:25:11.000+0000,(778)223-9965,6043393931,weina.zhang@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdgLsYAI,False,,24029586,003G0000018f6jUIAQ,0010A000002wOjiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:19:08.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T20:19:08.000+0000,005OH000006owoYYAQ,2025-11-25T20:19:09.000+0000,005OH000006owoYYAQ,2025-11-25T20:19:09.000+0000,(306)370-7608,(306) 370-7608,jenbain@seedtoshadewealth.ca,(306)500-7545,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdiM0YAI,False,,24027022,003G0000018f6pNIAQ,0010A000002wOr6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client Product and Plan List report,Medium,"**EMAIL**

Good afternoon Steve,

Thank you for reaching out to Wealth Reporting Support team.

On Investment Centre, the Client Product and Plan List report can display a list of clients holding management company/investment type. Please view reference below on how to retrieve the following report as it is available only to users with system access.

Step 1. Select Reports
Step 2. Select Marketing
Step 3. Select Client Product and Plan List
Step 4. Select the following criteria or All, shows All funds
Step 5. Optional – select file format as .CSV Excel to filter the data
Step 6. Generate report

 


Please let me know if you have any questions.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Steve Kulyk <steve@onyxfinancial.ca> 
Sent: November 24, 2025 12:58 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] FW: Request for assistance

Steve Kulyk, CFP, CLU Financial Planner ONYX Financial Group 204-367-9572 steve@ onyxfinancial. ca onyxfinancial. ca Box 219, 2 McDougall Avenue, St. Georges, MB, R0E 1V0 Investment Representative Quadrus Investment Services Ltd. I acknowledge
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd



 
Steve Kulyk, CFP, CLU
Financial Planner
 
ONYX Financial Group 	   
   
   
  	204-367-9572
steve@onyxfinancial.ca
onyxfinancial.ca
Box 219, 2 McDougall Avenue, St. Georges, MB, R0E 1V0
  
  
 	

Investment Representative 

Quadrus Investment Services Ltd. 

I acknowledge that I live and work on Treaty One Territory, the homeland of the Anishinaabeg, Cree, Anisininew, Dakota, Lakota, Dene peoples, and the national homeland of the Red River Metis. 


 
From: Steve Kulyk <steve@onyxfinancial.ca> 
Sent: November 24, 2025 11:49 AM
To: wealthreporting@canadalife.com
Subject: Request for assistance

Hi

I am looking at getting a report generated that shows all of my clients that hold Manulife Mutual Funds.

I can’t figure it out on investment center.

Thank you for your help

My code is 26659




 
Steve Kulyk, CFP, CLU
Financial Planner
 
ONYX Financial Group 	   
   
   
  	204-367-9572
steve@onyxfinancial.ca
onyxfinancial.ca
Box 219, 2 McDougall Avenue, St. Georges, MB, R0E 1V0
  
  
 	

Investment Representative 

Quadrus Investment Services Ltd. 

I acknowledge that I live and work on Treaty One Territory, the homeland of the Anishinaabeg, Cree, Anisininew, Dakota, Lakota, Dene peoples, and the national homeland of the Red River Metis. 


This communication contains information intended only for the person(s) to whom it is addressed. Any unauthorized use, retention, disclosure, copying or other distribution of this communication or taking any action on its contents is strictly prohibited. If you have received this message in error, please notify the author immediately and destroy this message without reading, copying, or forwarding.",True,2025-11-25T19:43:17.000+0000,False,False,005OH0000071DK9YAM,2025-11-25T19:43:17.000+0000,005OH0000071DK9YAM,2025-11-25T19:43:18.000+0000,005OH0000071DK9YAM,2025-12-13T02:02:28.000+0000,(204)367-9572,(204) 781-0991,steve@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdisEYAQ,False,,24027066,003G0000018f6apIAA,0010A000002wOY7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect - INC1871155,Medium,"*** DDS 01DEC2025 ***
2 f/u emails sent, closing

*** DDS 25NOV2025 ***
INC1871155 submitted

The user is unable to move past the existing coverage section in Simple Protect. The L1 agent did a logmein session and confirmed that all sections have been completed. Please see attached screenshots. Can you please investigate?

Advisor: TERRY ADKINS
Email: terry.adkins@adkinsfinancial.com
Agent Code: W5214
User ID: 	LL13139@clext
Application ID: 60921955-6

Thank you!
----------------------
Advisor unable to move forward on simple protect application.
*********

Good morning Terry,

I am following up with you regarding the email below. Please let me know if you are still having issues with this Simple Protect application or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 11:04 AM
To: Adkins, Terry (Adkins Financial) <terry.adkins@adkinsfinancial.com>
Subject: RE: 24027066 Simple protect - INC1871155

Hello Terry,

We have heard back from our Digital Hub team, and they have applied a fix to the application. Can you please confirm if you are now able to proceed?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hi Terry , thank you for contacting the workspace support today.

To recap our call, you were having an issue with the simple protect application 60921955-6 . We did a remote session and some troubleshooting ; however, this issue persists. I will have this escalated to our second level team to ensure the application can be completed. I know you mentioned deleting and starting over the application if you chose to do so I can provide you with a guide for assistance.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence",True,2025-12-01T14:16:38.000+0000,False,False,005OH000006wv2TYAQ,2025-11-25T19:43:50.000+0000,005OH00000BFQFCYA5,2025-12-01T14:16:39.000+0000,005OH000006wv2TYAQ,2025-12-01T14:16:39.000+0000,(519)720-0936,(519) 755-5778,terry.adkins@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdj6mYAA,False,,24027314,0030A0000029gIaQAI,0010A000002w4MNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T19:47:21.000+0000,False,False,005OH000002iJPDYA2,2025-11-25T19:47:21.000+0000,005OH000002iJPDYA2,2025-11-25T19:47:21.000+0000,005OH000002iJPDYA2,2025-11-25T19:47:21.000+0000,(604)438-3690,(778) 320-8869,melissameng@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdkneYAA,False,,24030600,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer is a former member of the Yukon government cabinet who is no longer employed and has lost their group health benefits coverage. The agent is not licensed in Yukon but will connect the customer with a licensed agent who can help them explore individual health plan options to replace the lost coverage. The agent explains that individual plans may differ from the group plan, and the customer will have a limited time period, likely 31 days, to convert any life insurance coverage. The customer clarifies that the main concern is replacing the drug, vision, and paramedical benefits, not the life insurance. The agent will have a Yukon-licensed agent follow up with the customer to discuss individual plan options.",True,2025-11-25T20:45:54.000+0000,False,False,005OH000007edoDYAQ,2025-11-25T20:34:18.000+0000,005OH000007edoDYAQ,2025-11-25T20:45:54.000+0000,005OH000007edoDYAQ,2025-11-25T20:45:54.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdmW1YAI,False,,24027123,0030A0000029jQ9QAI,0010A000002w6wcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Assistance,Medium,"VICTOR WOODHOUSE (H3753)
User is having issues with accessing their workspace account
I assisted ee with navigating to workspace site and logging into their account through that site instead of the site they were on before.

Email:
----------
Hello Victor, 

Thank you for contacting Workspace Support. It was a pleasure to assist you today with your log in issues. 

On the call today, we were able to walk through the log in process through the correct workspace account and with your email and password. 

If you have any more questions, please contact us again.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T19:57:52.000+0000,False,False,005OH00000BGf2TYAT,2025-11-25T19:44:44.000+0000,005OH00000BGf2TYAT,2025-11-25T19:57:53.000+0000,005OH00000BGf2TYAT,2025-11-25T19:57:53.000+0000,(905)853-7526,(905) 252-7526,victor@woodhouseinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdmayYAA,False,,24031905,0030A000007QnUCQA0,0010A000008IatqQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:54:06.000+0000,False,False,005G0000002gxxjIAA,2025-11-25T20:54:06.000+0000,005G0000002gxxjIAA,2025-11-25T20:54:07.000+0000,005G0000002gxxjIAA,2025-11-25T20:54:07.000+0000,(514)651-1479,(514) 651-1479,karim.darwiche@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdn7CYAQ,False,,24031255,003G0000018f7I1IAI,0010A000002wPNHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client Search delegate access,Medium,"Melissa sent a screenshot of the Client Search demo video - she doesn't have the option to change her view and select multiple advisors. 
She has ADSL delegate access for the other advisors in her office, but no MGA TPA delegate access. This scenario isn't covered in KBs. Asked in Question Corner Nov 24, Jonathan V had to research and confirmed today (Nov 25) that the Client Search feature operates off TPA delegate access for BOTH ADSL and MGA. Melissa will need to get a TPA for all the things. Emailed as below: 

*****Nov 25 2025*****
Hello Melissa, 

Thanks for reaching out to Workspace Support about the new Client Search feature. As it’s so new, it took a bit of investigating to determine why you wouldn’t have the option to choose multiple advisors. Delegation in Workspace is handled a bit differently between the ADSL/Direct and MGA/Indirect sales channels, and the Client Search feature has a separate delegation process. 

For Workspace itself, delegate access on the ADSL side is done manually by the advisor while logged into Workspace. The MGA channel uses a Third-Party Access form to handle the delegation at the head office level. Once it’s been completed and sent to Distribution_Methodology@canadalife.com, they will update the system. We’ve heard that they are handling a high volume of emails at the moment, and they will appreciate your patience while they work through their processing queue. 

The new Client Search feature operates entirely based on the Third-Party Access (TPA) form for both sales channels. 

Attached is a blank copy of the Third-Party Access form. You’ll need a copy for each advisor signature, and if you’re looking for both MGA and ADSL access, I’d suggest mentioning in the body of the email that this is meant for both sales channels to grant access for the new Client Search system. As TPAs are historically used for MGA Workspace delegation, having that clarification will help avoid any potential confusion. 

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you! 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Crystal H 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Melissa Gardiner <Melissa@loftwmg.ca> 
Sent: November 21, 2025 6:55 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Cote, Mike R <Mike@cotewealth.ca>; Gardiner, Garry <Garry@loftwmg.ca>
Subject: [EXT] Melissa Gardiner - comp code F7033 - Question about new Canada Life view

Hello. I don’t have the option in the top right-hand corner to view other advisor’s business that I have access to. Where it says ‘showing all codes’ and ‘change your view’ – I don’t have this
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello.

I don’t have the option in the top right-hand corner to view other advisor’s business that I have access to.  Where it says ‘showing all codes’ and ‘change your view’ – I don’t have this option.  Can someone help to get this set up for me?  I currently have access to Michael Cote’s book – comp code F7153, as well as Garry Gardiner, comp code F7029.  Thanks!


 

Melissa Gardiner, MBA, CFP®
Partner, Loft Wealth Management Group
Investment Representative, Quadrus Investment Services Ltd.
180 Columbia St W., Suite 4B, Waterloo, Ontario, N2L 3L3
Phone: 519-885-5177 Mobile: 519-574-6151 Fax: 519-885-9803.

Andrea Teny
Executive Associate
Phone: 519-885-5177
andrea@loftwmg.ca 
  
Follow us on social!
         
 
Any activity in relation to my title as Partner of Loft Wealth Management Group is related to my insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.
This message may contain confidential information. If you are not the intended recipient, please delete it immediately. We have taken precautions against viruses but accept no responsibility for loss or damage caused by any virus present.",True,2025-11-25T20:44:07.000+0000,False,False,005OH00000BFQFFYA5,2025-11-25T20:44:07.000+0000,005OH00000BFQFFYA5,2025-11-25T20:44:27.000+0000,005OH00000BFQFFYA5,2025-11-25T20:44:27.000+0000,(519)885-5177,(519) 574-6151,melissa@loftwmg.ca,(519)885-9803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdoT6YAI,False,,24032534,003OH00000MwuYLYAZ,001OH00000RqObaYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Assisted the advisor setting up the MFA successfully
==============

Hi Andre,

Thank you for contacting the workspace support about resetting your multi-factor authenticator app/MFA

We have successfully disconnected your old MFA and reset it accordingly. We have confirmed as well that you were able to access your workspace this time.

Appreciate your time and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T21:18:03.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T21:04:11.000+0000,005OH00000BFPZHYA5,2025-11-25T21:29:29.000+0000,005OH00000BFPZHYA5,2025-11-25T21:29:29.000+0000,(647)535-1390,,andre@amswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdoT8YAI,False,,24033625,0035o000004Rx8gAAC,0015o00000513SHAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:22:44.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T21:22:44.000+0000,005OH000004Ir1xYAC,2025-11-25T21:22:45.000+0000,005OH000004Ir1xYAC,2025-11-25T21:22:45.000+0000,(403)797-2744,,gareth.hudson@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdoWIYAY,False,,24030703,0030A0000029W49QAE,0010A000002vvumQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:35:48.000+0000,False,False,005OH0000084GETYA2,2025-11-25T20:35:48.000+0000,005OH0000084GETYA2,2025-11-25T20:35:48.000+0000,005OH0000084GETYA2,2025-11-25T20:35:48.000+0000,(905)513-9139,(647) 534-1234,yauymcat@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdpNRYAY,False,,24027672,0030A0000029WGEQA2,0010A000002vw39QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password Reset WS,Medium,"Changed password with success 
=====================
Bonjour Donald, 

Merci d'avoir contacté le support Workspace. 

Nous avons été ravis de vous aider à réinitialiser votre mot de passe Workspace et à accéder à votre compte en ligne. 

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service fourni aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T19:52:39.000+0000,False,False,005OH00000BFQFGYA5,2025-11-25T19:52:39.000+0000,005OH00000BFQFGYA5,2025-11-25T19:56:04.000+0000,005OH00000BFQFGYA5,2025-11-25T19:56:04.000+0000,(450)443-7333,,donalddeguire@videotron.ca,(450)928-0916,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdqeUYAQ,False,,24028898,0030A000002rRNSQA2,0010A000003cLxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application review,Medium,"*** DDS Nov 25th, 2025 ***
User could not access application but on the phone, clicking edit enables them to go to the banking info step and continue forward.
=========
Good afternoon Enza,

It was a pleasure speaking with you today about a Simple Protect application.

During our call you accessed the application and were able to continue with the last step of banking information.

I’m glad I was able to assist you today with this application iqnuiry. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T20:16:17.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-25T20:08:56.000+0000,005OH00000AbJ7aYAF,2025-11-25T20:17:06.000+0000,005OH00000AbJ7aYAF,2025-11-25T20:17:06.000+0000,(780)720-6849,,enza.fata@ama.ab.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdrh3YAA,False,,24034633,0030A0000029kYnQAI,0010A000002w7tFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:41:18.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T21:41:18.000+0000,005OH000006owoYYAQ,2025-11-25T21:41:19.000+0000,005OH000006owoYYAQ,2025-11-25T21:41:19.000+0000,(306)955-9190,,amanda.gutek@ig.ca,(306)374-9174,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdsWdYAI,False,,24030066,0035o000003hxvGAAQ,0015o000004MqH2AAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Constellation Access,Medium,"NATHAN HIROYASU KOBUKE- LL39878
Nathan is having issues with authenticating through constellation 
KB0019930 - advised them to contact wealthsolutions as indicated in the article
No email sent as this was a misdirected call.",True,2025-11-25T20:37:16.000+0000,False,False,005OH00000BGf2TYAT,2025-11-25T20:26:00.000+0000,005OH00000BGf2TYAT,2025-11-25T20:37:17.000+0000,005OH00000BGf2TYAT,2025-11-25T20:37:17.000+0000,(514)803-5948,514 803-5948,nathan@groupefinancierkoby.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdsgMYAQ,False,,24031616,003OH000005j2kLYAQ,001OH000007AXDLYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:49:32.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T20:49:32.000+0000,005OH00000BfjndYAB,2025-11-25T20:49:32.000+0000,005OH00000BfjndYAB,2025-11-25T20:49:32.000+0000,(604)824-1078,,alex.walford@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gduOoYAI,False,,24032119,003OH00000WGaI3YAL,001OH00000dV4YqYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:57:09.000+0000,False,False,0055o000001h4cFAAQ,2025-11-25T20:57:09.000+0000,0055o000001h4cFAAQ,2025-11-25T20:57:09.000+0000,0055o000001h4cFAAQ,2025-11-25T20:57:09.000+0000,(204)918-9178,,ty@eatonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gduexYAA,False,,24033786,0035o000004VD4fAAG,0015o0000054CkrAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:25:36.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T21:25:36.000+0000,005OH000004Ir1xYAC,2025-11-25T21:25:36.000+0000,005OH000004Ir1xYAC,2025-11-25T21:25:36.000+0000,(403)253-4840,,dallin.doney@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdv1WYAQ,False,,24031750,0030A0000029e9XQAQ,0010A000002w2YZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:52:00.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T20:52:00.000+0000,005OH00000BfonJYAR,2025-11-25T20:52:01.000+0000,005OH00000BfonJYAR,2025-11-25T20:52:01.000+0000,(604)521-3778,(778) 386-4309,christine@braunfinancial.com,(604)524-3676,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdv9XYAQ,False,,24031050,0030A0000029hLuQAI,0010A000002w5GWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:41:22.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T20:41:22.000+0000,005OH000006owoYYAQ,2025-11-25T20:41:22.000+0000,005OH000006owoYYAQ,2025-11-25T20:41:22.000+0000,(306)682-5842,,nathan.saretsky@conexus.ca,(306)682-5861,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdwIVYAY,False,,24030636,0030A0000029ngYQAQ,0010A000002wAWOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't see policies in workspace,Medium,"Juliana weese
juliana.weese@nbc.ca
Support staff can't see policy in their workspace account. They have been advised that their advisor can fill out the TPA form and send to distribution methodology team
KB0017382
Hello Juliana,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

In our today’s call, you informed that you cannot see the policies in your workspace account. We used this policy 60272884T as an example and found out that you don’t have access to all the advisor codes of your advisor(BLAIR MOTT). You can share the attached third-party access form with them. They can fill it out and send it to Distribution_Methodology@canadalife.com . Please let me know if you have any question. 

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T20:35:43.000+0000,False,False,005OH00000BFiyTYAT,2025-11-25T20:34:57.000+0000,005OH00000BFiyTYAT,2025-11-25T20:35:43.000+0000,005OH00000BFiyTYAT,2025-11-25T20:35:43.000+0000,(519)646-2146,,blair.mott@nbc.ca,(519)645-0902,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdxstYAA,False,,24032477,0035o000005zj9kAAA,0015o000006Xb6QAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:03:11.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T21:03:11.000+0000,005OH00000BfjndYAB,2025-11-25T21:03:12.000+0000,005OH00000BfjndYAB,2025-11-25T21:03:12.000+0000,(250)877-8438,,bapyper@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdyFSYAY,False,,24031509,0030A0000029lLcQAI,0010A000002w8WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:47:44.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T20:47:44.000+0000,005OH00000BfonJYAR,2025-11-25T20:47:45.000+0000,005OH00000BfonJYAR,2025-11-25T20:47:45.000+0000,(604)688-7208X229,(604) 817-9848,gzlotnik@zlc.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdyx4YAA,False,,24032548,0030A0000029c7QQAQ,0010A000002w0vwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Delegate Missing Clients-,Medium,"*****dds**** 11/15/2025

Asa: Lap Wah Hum 
SF ID: /003OH00000Xy1nuYAB
email:lap.hum@athenainc.ca

Advisor: KAI EN FENG
Advisor code: C6870
SF ID: 0035o000004H7SGAA0
Example policy: 00296529P, 60198817C

Issue: Delegate not able to see client list of advisor, did a log in as user to verify and no clients were showing up. verified delegate access in Siebel and verified policy servicing rep in co-pilot and SF. it all matches up but policy is still not showing up.

Escalated to 2nd level

==========================================================================================

****Email Chain****

Hello Lap Wah,

It was brought to our attention that you have an issue accessing your advisor’s clients in Workspace. 

The good news is you are now able to access clients in Workspace. Log into Workspace at anytime to view.

If there is anything else we can assist you with, please do not hesitate to reach out. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T21:26:36.000+0000,False,False,005OH00000BFQFHYA5,2025-11-25T21:04:25.000+0000,005OH00000BFQFHYA5,2025-11-26T16:41:57.000+0000,005OH000002iN7pYAE,2025-11-26T16:41:57.000+0000,(604)618-7365,,ken.feng@athenainc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdzOTYAY,False,,24033272,0030A0000029YrYQAU,0010A000002vyDRQAY,,,,,,,012OH000000ijW5YAI,Open,,Email,,User says they are missing view of applications that were submitted by an advisor who is no longer at their firm,Medium,"***DDS(Nov 25)
User says unable to view New Business applications on their dashboard submitted under their advisor. Asked probing questions to know who submitted applications and if they used to have view of them before, also to check preferences


***EMAILS
Hello Laura,

Lisa contacted us regarding your issue with not being able to view an application in New Business. 

Are the applications in questions the one noted in the original email below? (60901843-7 & 60901843-7)

Who was the advisor on record who submitted these applications? Did you used to be able to see his submitted applications in New Business and these are exceptions? If you go into New Business preferences, are you able to view that advisor and their advisor code on that page? 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.
Jonathan V
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
   

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Lemcke, Crystal <Crystal.Lemcke@canadalife.com> On Behalf Of Pearson, Lisa (NB IC)
Sent: November 24, 2025 11:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: [EXT] FW: [EXT] New Business application update for contract 42769 24033272

Please see below and assist. 

Crystal Lemcke on behalf of Lisa Pearson (she/her)
 New Business Coordinator, Insurance New Business Underwriting and Operations
 
Lisa.Pearson1@canadalife.com |1-888-779-2554

Mailing Address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON N6A 4K1

Placing requirements email: policyplacing@canadalife.com 

    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Coyle, Laura <Laura.Coyle@ig.ca> 
Sent: November 24, 2025 10:29 AM
To: Pearson, Lisa (NB IC) <Lisa.Pearson1@canadalife.com>; dustin.kreps <dustin.kreps@ig.ca>
Cc: Pearson, Lisa (NB IC) <Lisa.Pearson1@canadalife.com>
Subject: Re: [EXT] FW: [EXT] New Business application update for contract 42769

Thank you for the Update Lisa. I cannot see this application on my dashboard, Dustin has left our practice. Can you please ensure this is fixed. Get Outlook for iOS From: Lemcke, Crystal <Crystal. Lemcke@ canadalife. com> on behalf of Pearson,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you for the Update Lisa.

I cannot see this application on my dashboard, Dustin has left our practice. Can you please ensure this is fixed. 

Get Outlook for iOS
________________________________________
From: Lemcke, Crystal <Crystal.Lemcke@canadalife.com> on behalf of Pearson, Lisa (NB IC) <Lisa.Pearson1@canadalife.com>
Sent: Monday, November 24, 2025 11:04:16 AM
To: Coyle, Laura <Laura.Coyle@ig.ca>; Kreps, Dustin <Dustin.Kreps@ig.ca>
Cc: Pearson, Lisa (NB IC) <Lisa.Pearson1@canadalife.com>
Subject: [EXT] FW: [EXT] New Business application update for contract 42769 
 
Hi Laura,
 
The APS was received on November 19. I am expecting the underwriter to review this in 2-3 business days. 
 
Crystal Lemcke on behalf of Lisa Pearson (she/her)
 New Business Coordinator, Insurance New Business Underwriting and Operations
 
Lisa.Pearson1@canadalife.com |1-888-779-2554
 
Mailing Address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON N6A 4K1
 
Placing requirements email: policyplacing@canadalife.com 
 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: McNeil, Paula <Paula.McNeil@canadalife.com> 
Sent: November 24, 2025 8:16 AM
To: Pearson, Lisa (NB IC) <Lisa.Pearson1@canadalife.com>
Subject: FW: [EXT] New Business application update for contract 42769
 
Hi Lisa,
 
Please assist, as the below applications are assigned to you.
 
Thanks,
 
Paula McNeil                                                   
New Business Coordinator, Insurance New Business Underwriting and Operations
paula.mcneil@canadalife.com Phone:  (226) 212-8020  Toll Free Phone:  866-707-7158
 
Mailing address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON N6A 4K1                
Placing requirements email:  policyplacing@canadalife.com
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Coyle, Laura <Laura.Coyle@ig.ca> 
Sent: November 20, 2025 12:53 PM
To: dustin.kreps <dustin.kreps@ig.ca>; McNeil, Paula <Paula.McNeil@canadalife.com>
Subject: Re: [EXT] New Business application update for contract 42769
 
Thank you Dustin, Hi Paula, This policy isn't coming to be on updates and I cannot see it in my dashboard. Warmest Regards, Laura J Coyle, CFP. RRC. Executive Financial Consultant 2-2 Ontario Street, Marathon, ON P0T 2E0 Tel (807) 229 1147 |
Thank you Dustin, 
 
Hi Paula, This policy isn't coming to be on updates and I cannot see it in my dashboard. 
 
Warmest Regards,
 
 
 
Laura J Coyle, CFP. RRC.
Executive Financial Consultant
 
2-2 Ontario Street, Marathon, ON  P0T 2E0
Tel (807) 229 1147 | Fax 807.229.1147 
laura.coyle@ig.ca
IG Wealth Management Inc.
Mutual Fund Division
 
 
 		Book time to meet with me

________________________________________
From: Kreps, Dustin <Dustin.Kreps@ig.ca>
Sent: Thursday, November 20, 2025 12:40 PM
To: Coyle, Laura <Laura.Coyle@ig.ca>
Subject: FW: [EXT] New Business application update for contract 42769 
 
FYI
 
 
 
Dustin Kreps, MBA
Financial Consultant
100-1113 Jade Court, Thunder Bay  ON  P7B 6M7 
Tel (807) 345.6363|Mobile (416) 451.9305
Fax (807) 345.0741|Toll Free (800) 465.3923 
dustin.kreps@ig.ca 
IG Wealth Management Inc. 
Mutual Funds Division
 
Click here to Book a Meeting 
 
 
From: NoreplyIINB@canadalife.com <NoreplyIINB@canadalife.com> 
Sent: Wednesday, November 19, 2025 7:04 PM
To: Kreps, Dustin <Dustin.Kreps@ig.ca>
Subject: [EXT] New Business application update for contract 42769
 

This is a system generated email as of 7:00 p.m. ET, on behalf of Canada LifeTM and Investors Group. Do not reply. For application details, please visit New Business.
 
 
App #: 60901843-7
Policy #: 69094740C


 
Insured: M Constatineau
Update:
APS KF (Dr Sayali Tadwalker Marathon Family Helath Team) received and under review
 
 
App #: 60901843-7
Policy #: 69094739T


 
Insured: M Constatineau
Update:
APS KF (Dr Sayali Tadwalker Marathon Family Helath Team) received and under review
 



The contents of this communication, including any attachment(s), are confidential. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",False,,False,False,005OH000001yNnZYAU,2025-11-25T21:16:24.000+0000,005OH000001yNnZYAU,2025-11-25T21:21:57.000+0000,005OH000001yNnZYAU,2025-11-25T21:21:57.000+0000,(807)345-6363,,laura.daley@ig.ca,(807)345-0741,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnZYAU,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gdzTMYAY,False,,24034636,0030A0000029czCQAQ,0010A000002w1ZtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing request/follow up,Medium,"**EMAIL**

Good afternoon Rick,

Thank you for reaching out to Business Reporting team.

Unfortunately, our team do not offer this specific report, but we are looking into developing a suitable alternative. 

In the meantime, please let us know if you would like the Insurance Client Listings report.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: November 13, 2025 3:03 PM
To: BusinessReporting <BusinessReporting@canadalife.com>; Rick Denney <rick@rmdinsurance.ca>
Subject: FW: Term Conversion Opportunities Report Richard Denney

Hi @BusinessReporting,

Please see the attached. Can you please assist Rick with an updated Term Conversion Opportunies Report?

Rick’s codes are E0932 and E0940.

Thank you,
From: Calma, Janielle <Janielle.Calma@canadalife.com> 
Sent: November 13, 2025 2:36 PM
To: Rick Denney <rick@rmdinsurance.ca>; Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Jones, Craig <Craig.Jones@canadalife.com>
Subject: FW: Term Conversion Opportunities Report

Hi Cheryl,

Unfortunately, we don’t have access to information on the insurance side as we only handle investments.
@Yarow, Salma Are you able to help Cheryl get a similar report?

Best regards,
Janielle


From: Rick Denney <rick@rmdinsurance.ca> 
Sent: Thursday, November 13, 2025 12:41 PM
To: Calma, Janielle <Janielle.Calma@canadalife.com>
Cc: Jones, Craig <Craig.Jones@canadalife.com>
Subject: [EXT] Term Conversion Opportunities Report

Hi Janielle Please see attached old Term Conversion Opportunities Report that Rick has had for quick awhile Is there a new report similar to this that you could send us? Thanks Cheryl Rick M Denney Senior Advisor RMD Financial Services O: 204-474-1236
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Janielle
Please see attached old Term Conversion Opportunities Report that Rick has had for quick awhile
Is there a new report similar to this that you could send us?
Thanks
Cheryl


Rick M Denney
Senior Advisor
RMD Financial Services
O: 204-474-1236
C: 204-955-0349
F: 204-488-7012

Francine Fournier
Associate Advisor
RMD Financial Services
O: 204-474-1236
C: 204-293-8836
F: 204-488-7012


-----Original Message-----
From: outbox@goldbusiness.ca <outbox@goldbusiness.ca> 
Sent: November 13, 2025 12:37 PM
To: Rick Denney <rick@rmdinsurance.ca>
Subject: Attached is a Kyocera scan.

Attached is a Kyocera scan. Do not reply.
-------------------
ECOSYS MA4000cifx
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500OH00000ge0XXYAY,False,,24031894,0030A0000029aCSQAY,0010A000002vzPKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:53:52.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T20:53:52.000+0000,005OH00000BfonJYAR,2025-11-25T20:53:52.000+0000,005OH00000BfonJYAR,2025-11-25T20:53:52.000+0000,(604)279-0888,(604) 889-1383,kenlam@newdiamondfinancial.com,(604)279-0616,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge0lxYAA,False,,24034175,003G0000024MeDXIA0,0010A000002wT9rQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration to workspace,Medium,"Unable to register to workspace yet as the activation code was just created today. advised to wait 48-72 hours to successfully register to workspace.

=================

Hi Ali,

Thank you for contacting the workspace support about registering for workspace related to MGA accounts.

I would love to assist you with your registration process however we have identified that you’ve just receive the activation code today which makes it not available yet in our system as it may take 48 to 72 hours for the activation code to completely reflect into our system. You may also try to send an email to distribution_methodology@canadalife.com to check if there is a way to expedite the effectivity of the activation code.

I understand that this must be very frustrating on your part, but rest assured that once it is fully activated there should be issue registering to workspace and if in case you need further assistance please don’t hesitate to call us back and we will be happy to help you by then.

I appreciate your patience on this matter. Thank you!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T21:58:42.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T21:32:37.000+0000,005OH00000BFPZHYA5,2025-11-25T22:10:43.000+0000,005OH00000BFPZHYA5,2025-11-25T22:10:43.000+0000,(519)671-5687,(519) 671-5687,advisor@alihammoud.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
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***********
Hi Nazar , thank you for contacting the workspace support today.

To recap our call, you needed assistance with workspace , however the advisor code you provided doesn’t match what we have. Confirm your advisor code you can speak with contracts&compensation@canadalife.com to verify your advisor code.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T21:14:12.000+0000,False,False,005OH00000BFQFCYA5,2025-11-25T21:02:34.000+0000,005OH00000BFQFCYA5,2025-11-25T21:14:13.000+0000,005OH00000BFQFCYA5,2025-11-25T21:14:13.000+0000,(306)359-1999,,nazar@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,128.0
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500OH00000ge2qzYAA,False,,24035193,0030A0000029Vd9QAE,0010A000002vvVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Thanks Ron for the update!

Thanks Carmen for your help!

Thank you,
Salma

Salma Yarow
Regional Sales Associate,
Insurance Distribution

Email: salma.yarow@canadalife.com

Phone Number: 416-552-3912
For all inforce inquiries and requests, please contact client service: 1-888-252-1847 
MGA/NA Life canindserv@canadalife.com
Advisor Solutions Life inforcelifeclientservicelondon@canadalife.com
Living Benefits livingbenefitsclientservice@canadalife.com

 
For in-force policy, form or process questions: Save time by Live Chat on Workspace with this link  Support
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. 

From: Ron Clarke <rpclarkefinancial@outlook.com> 
Sent: November 26, 2025 3:37 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Yarow, Salma <Salma.Yarow@canadalife.com>
Subject: [EXT] RE: Client Listing Request /Case24035193

Thank you, Carmen…I called Workspace and they helped me get the listing I was looking for, so I am good to go now. Ron From: BusinessReporting <BusinessReporting@ canadalife. com> Sent: November 26, 2025 1: 06 PM To: Ron Clarke <rpclarkefinancial@ outlook. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Thank you, Carmen…I called Workspace and they helped me get the listing I was looking for, so I am good to go now.

Ron


Hi Ron,

An alternative method to access a client listing details is through Workspace, and the information can be exported as Excel however it may contain limited information. For further assistance, please reach out to CLWorkspaceSupport@canadalife.com.


In regard to the Wealth Client Listings report I sent you, if you continue to experience difficulties opening the encrypted email, please let me know the best time to contact you to go through a LogMeIn session. I am available until 5PM Eastern time today.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.

 

From: Ron Clarke <rpclarkefinancial@outlook.com> 
Sent: November 26, 2025 11:28 AM
To: BusinessReporting <BusinessReporting@canadalife.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Ron Clarke <rpclarkefinancial@outlook.com>
Subject: [EXT] RE: Client Listing Request /Case24035193

Hi Carmen, I have received no passwords from either Microsoft 365 or from you to access the listing. I have checked my present and former email accounts and there is nothing in the inbox or junk mail. Is there not another way to access my clients?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carmen,

I have received no passwords from either Microsoft 365 or from you to access the listing.  I have checked my present and former email accounts and there is nothing in the inbox or junk mail.  Is there not another way to access my clients?  Obviously, this way is not working for me and I don’t understand why nothing is coming through to me.  Prior to Workspace it was easy to see a listing of clients on the old system without the need of passwords, etc.

Thanks

Ron


Good morning Ron,

Thank you for reaching out to Business Reporting team.

Once you select “Click Here”, it will ask you to sign-in with a one-time passcode. This one-time passcode is sent by “Microsoft Office 365 Encryption” to authenticate the authorize recipient. You will need to check your general mailbox, spam/junk folder for the instant one-time passcode and copy/paste it on to the website. 

After you succeed the authentication factor, you should be able to fully view the email messages and the Excel file attached. I sent out another email to you yesterday with subject line “Password Email”, this password is for the password-protected Excel file itself. And not the one-time passcode to sign-in to the website.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: Ron Clarke <rpclarkefinancial@outlook.com> 
Sent: November 26, 2025 8:45 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: Client Listing Request /Case24035193

Hello…I have not yet received a password to access this file… Ron Clarke From: BusinessReporting <BusinessReporting@ canadalife. com> Sent: November 25, 2025 4: 54 PM To: rpclarkefinancial@ outlook. com Subject: Client Listing Request /Case24035193
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello…I have not yet received a password to access this file…

Ron Clarke


Hi Ron,

As mentioned in my previous email, please see below for your password-protected Excel file:
UJ36JNR5AV

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Ron,

Please find the attached file of the requested 95513 Wealth and Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Salma,

Thank you for reaching out to Business Reporting team.

This request is now complete and sent rpclarkefinancial@outlook.com.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: November 25, 2025 3:03 PM
To: BusinessReporting <BusinessReporting@canadalife.com>; Ron Clarke <rpclarkefinancial@outlook.com>
Subject: Book of Business Request RUSH REQUEST
Importance: High

Hi @BusinessReporting,

Would you be able to assist Ron with this and prioritize for escalation?

Advisor Ronald Clarke, Advisor Code: 95513

Can you please provide Ron with a complete listing of all current inforce policies for both insurance and investments/wealth?

Thank you!
Salma

Salma Yarow
Regional Sales Associate,
Insurance Distribution

Email: salma.yarow@canadalife.com

Phone Number: 416-552-3912
For all inforce inquiries and requests, please contact client service: 1-888-252-1847 
MGA/NA Life canindserv@canadalife.com
Advisor Solutions Life inforcelifeclientservicelondon@canadalife.com
Living Benefits livingbenefitsclientservice@canadalife.com

 
For in-force policy, form or process questions: Save time by Live Chat on Workspace with this link Support
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.",True,2025-11-25T21:52:59.000+0000,False,False,005OH0000071DK9YAM,2025-11-25T21:52:59.000+0000,005OH0000071DK9YAM,2025-11-26T20:43:03.000+0000,005OH0000071DK9YAM,2025-11-26T20:43:03.000+0000,(905)331-2090,,rpclarkefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge3DYYAY,False,,24032330,0035o000006E6PYAA0,0015o000006jGzyAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:00:45.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T21:00:45.000+0000,005OH00000BfjndYAB,2025-11-25T21:00:46.000+0000,005OH00000BfjndYAB,2025-11-25T21:00:46.000+0000,(604)720-9076,,eva.lay@everydayinsurance.ca,(604)245-0242,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge3DaYAI,False,,24033331,003G0000018f7u1IAA,0010A000002wQ0DQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor was locked out of their account , I assisted with a password reset.
************
Hi Jim , thank you for contacting the workspace support today.

To recap our call, you needed assistance signing onto workspace , we did a remote session. I was able to send you a reset password link and then you were able to create a new password and sign on. If you have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T21:36:40.000+0000,False,False,005OH00000BFQFCYA5,2025-11-25T21:17:36.000+0000,005OH00000BFQFCYA5,2025-11-25T21:39:49.000+0000,005OH00000BFQFCYA5,2025-11-25T21:39:49.000+0000,(604) 601-3441,(604) 619-7272,jim@mikolashinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge3GnYAI,False,,24033259,0030A0000029YW8QAM,0010A000002vxvFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:16:13.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T21:16:13.000+0000,005OH000006owoYYAQ,2025-11-25T21:16:14.000+0000,005OH000006owoYYAQ,2025-11-25T21:16:14.000+0000,(306)778-1683,(306) 750-9069,roy.schultz@innovationcu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge3zwYAA,False,,24032902,0030A00000CAjXVQA1,0010A00000ClBIIQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:10:28.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T21:10:28.000+0000,005OH00000BfjndYAB,2025-11-25T21:10:29.000+0000,005OH00000BfjndYAB,2025-11-25T21:10:29.000+0000,(778)513-6591,,alim.kassam@theblueprintgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge4ZOYAY,False,,24033646,003G0000019nCBpIAM,0010A000002wQ8lQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:23:05.000+0000,False,False,0055o000002KxaMAAS,2025-11-25T21:23:05.000+0000,0055o000002KxaMAAS,2025-11-25T21:23:06.000+0000,0055o000002KxaMAAS,2025-11-25T21:23:06.000+0000,(780)539-5943,(780) 933-2460,carrie@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge4uLYAQ,False,,24031023,0030A0000029gk9QAA,0010A000002w4iTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS**** 11/25/2025
User needed help with MGA workspace registration but they had no idea what their user ID is so referred to DM


****email chain*****
Hello Patrick,

      Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to @Distribution Methodologyto get your Userid. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T20:49:54.000+0000,False,False,005OH00000BFQFHYA5,2025-11-25T20:41:03.000+0000,005OH00000BFQFHYA5,2025-11-25T20:49:54.000+0000,005OH00000BFQFHYA5,2025-11-25T20:49:54.000+0000,(613)884-9019,,pbrennan@alignedcp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge66hYAA,False,,24035393,0030A0000029XuBQAU,0010A000002vxQ3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1283,Medium,"KB0017399- User was receiving the error message 1283 when trying to sign in. Instructed user to use the self guided option ""Forget password"" to reset password.
Assisted user to set up Edge Authenticator after authenticated and disconnected old MFA. 

Good afternoon, Ravi

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace account!
 
I'm glad I was able to assist you with signing into your account through the self-guided option. Anytime you receive the error code ERR-W1283 I suggest for you to click “Forget password” and it should send a link to reset the password. I am glad I was able to help you trouble shoot by clearing your cache and cookies and set up your Microsoft Edge Authenticator which you will continue to use each sign on. 
 
If you have any questions or need further assistance, we’re here to help. 

would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



 

Code: 44493
Email: regentfinancial@rogers.com 

******************************************",True,2025-11-25T21:57:35.000+0000,False,False,005OH00000BG5v4YAD,2025-11-25T21:57:35.000+0000,005OH00000BG5v4YAD,2025-11-25T23:18:14.000+0000,005OH00000BG5v4YAD,2025-11-25T23:18:14.000+0000,(416)283-1160,,regentfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge69lYAA,False,,24031356,0030A0000029c7QQAQ,0010A000002w0vwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:45:30.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T20:45:30.000+0000,005OH00000BfonJYAR,2025-11-25T20:45:31.000+0000,005OH00000BfonJYAR,2025-11-25T20:45:31.000+0000,(604)618-7365,,ken.feng@athenainc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge6JUYAY,False,,24032980,0030A00000CAjXVQA1,0010A00000ClBIIQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:11:37.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T21:11:37.000+0000,005OH00000BfjndYAB,2025-11-25T21:11:38.000+0000,005OH00000BfjndYAB,2025-11-25T21:11:38.000+0000,(778)513-6591,,alim.kassam@theblueprintgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge72fYAA,False,,24032905,003OH00000GC2JRYA1,001OH00000K7L96YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Investment Centre error message - INC1871751,Medium,"*** DDS 01DEC2025 ***
DAS reached out to user directly who confirmed resolution, INC1871751 is closed, closing case

*** DDS 27NOV2025 ***
INC1871751 submitted as issue appeared again after user initially confirmed resolved.

KB0023399
User is receiving an error message when submitting an application in Investment Centre. 
User saved and tried initiating Account Xpress again
Escalating to L2. 

Caller name: NAZAR KOSTYUKOV 
Phone number: 306-359-2124
Email: nazar@beyondwealth.ca
Issue: When user clicks on Submit they receive the error message that is shown in the screenshot. 
When did it last work? Today- right before attempting to submit this one user was able to submit the one before
Broweser- Chrome
Steps taken- Workspace-Investment center- Clients name- Account Xpress- Account application - Yes- Review-  “I have already obtained required approvals”- Submit - Error message shown in screenshot

Email: nazar@beyondwealth.ca
Phone: 306-359-2124

************************************************

Hello Nazar,

Thank you for providing the update and advising that the error has reoccurred. I have escalated the issue to our Digital Hub team for investigation and I will follow up with you as soon as I hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Nazar Kostyukov <nazar@beyondwealth.ca> 
Sent: November 27, 2025 10:00 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] URGENT!!!!!!!! RE: Workspace Support C24032905 - Investment Center - INC1871751

Hi there, This issue with the same error message keeps popping up and now I am unable to open any new accounts due to this error. Can you please look into this urgently. Thank you, Nazar Kostyukov, BBA Associate Advisor Quadrus Investment Services
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

This issue with the same error message keeps popping up and now I am unable to open any new accounts due to this error. 

Can you please look into this urgently. 

Thank you,

 
Nazar Kostyukov, BBA
Associate Advisor

Quadrus Investment Services Ltd.
Beyond Wealth Management
341 Hoffer Drive
Regina, SK  S4N 6E2
Phone: (306)359-1999 extension 2124
Fax: (306) 359-3031
Toll Free: (855)359-1999
www.beyondwealth.ca

If you no longer want to receive these messages, simply reply to this message with the word “unsubscribe” in the subject line.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Nazar Kostyukov 
Sent: November 26, 2025 8:10 AM
To: 'CL Workspace Support' <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Support C24032905 - Investment Center 

Hi there – I created a new application for the client and the error went away. 

No further action needed

Thank you,

 
Nazar Kostyukov, BBA
Associate Advisor

Quadrus Investment Services Ltd.
Beyond Wealth Management
341 Hoffer Drive
Regina, SK  S4N 6E2
Phone: (306)359-1999 extension 2124
Fax: (306) 359-3031
Toll Free: (855)359-1999
www.beyondwealth.ca

If you no longer want to receive these messages, simply reply to this message with the word “unsubscribe” in the subject line.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Hi Nazar, 

I am glad the issue has been resolved for you, and you can submit the application now! 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Nazar Kostyukov <nazar@beyondwealth.ca> 
Sent: November 26, 2025 9:10 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Support C24032905 - Investment Center 

Hi there – I created a new application for the client and the error went away. No further action needed Thank you, Nazar Kostyukov, BBA Associate Advisor Quadrus Investment Services Ltd. Beyond Wealth Management 341 Hoffer Drive Regina,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there – I created a new application for the client and the error went away. 

No further action needed

Thank you,

 
Nazar Kostyukov, BBA
Associate Advisor

Quadrus Investment Services Ltd.
Beyond Wealth Management
341 Hoffer Drive
Regina, SK  S4N 6E2
Phone: (306)359-1999 extension 2124
Fax: (306) 359-3031
Toll Free: (855)359-1999
www.beyondwealth.ca

If you no longer want to receive these messages, simply reply to this message with the word “unsubscribe” in the subject line.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 3:33 PM
To: Nazar Kostyukov <nazar@beyondwealth.ca>
Subject: Workspace Support C24032905 - Investment Center 

	You don't often get email from clworkspacesupport@canadalife.com. Learn why this is important 

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
ATTENTION: Ce courriel provient de l’extérieur de l’organisation. Ne cliquez pas sur les liens et ne téléchargez pas les pièces jointes à moins de reconnaître l’expéditeur et de savoir que le contenu est sans danger.
Good afternoon, Nazar 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the error message you are receiving in Investment center.
 
I have escalated the error message you are receiving when submitting the application to the Level 2 team to investigate. Thank you for your patience as we investigate this matter. It is greatly appreciated. 

If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



This message is intended only for the use of the person/company/agency (""intended recipient"") to whom it is addressed. It may contain information which is privileged and confidential. If you are not the intended recipient, please contact the sender as soon as possible. Any dissemination, distribution, copying or other use of this message, or any of its content, by anyone other than the intended recipient, is strictly prohibited. We have taken every precaution to ensure that this message is virus free, but we cannot be responsible for any damage that may be caused by its content.
Ce message est destiné exclusivement à l’usage de la personne/l’entreprise/l’agence (""destinataire"") à qui il est adressé puisqu’il peut contenir des renseignements protégés et confidentiels. Si vous n’êtes pas le destinataire, veuillez aviser l’expéditeur dans les plus brefs délais. Il est strictement interdit à quiconque n’est pas le destinataire de diffuser, distribuer, reproduire, ou d’utiliser le contenu de ce message de toute autre manière. Toutes les précautions nécessaires sont prises pour nous assurer que le message est exempt de virus informatique mais nous ne pouvons être tenus responsables des dommages qui pourraient être causés par le contenu de ce message.",True,2025-12-01T17:11:12.000+0000,False,False,005OH000006wv2TYAQ,2025-11-25T21:10:32.000+0000,005OH00000BG5v4YAD,2025-12-01T17:11:13.000+0000,005OH000006wv2TYAQ,2025-12-13T02:02:36.000+0000,(306)359-1999,,nazar@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000ge7VhYAI,False,,24032192,0035o000007QheiAAC,0015o0000087L4cAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,E6427,Medium,"AGNES DALISAY (E6427)
Agnes called in for registration assistance for a workspace account.
I directed user on how to get an account by first creating a User ID before having the information to create a workspace account.
Email:
----------
Thank you for contacting Canada Life’s Workspace Support concerning creating a Workspace account.

As mentioned on the call, to create a workspace account, you will first need a User ID. To create one, please go to https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do and select ‘register.’

Once you have your user id, you can register for a workspace account at https://workspace.canadalife.com/registration. 
Please note that if you end up having to create a new user id, a waiting period of 24-48 hours is needed before the workspace registration can be done.
 
Please contact us again if you have any questions.
 

I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T21:04:43.000+0000,False,False,005OH00000BGf2TYAT,2025-11-25T20:58:24.000+0000,005OH00000BGf2TYAT,2025-11-25T21:04:44.000+0000,005OH00000BGf2TYAT,2025-11-25T21:04:44.000+0000,(778)320-0067,,legacy1126ad@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,128.0
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500OH00000ge94QYAQ,False,,24032212,0030A0000029ntcQAA,0010A000002wAfuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T20:58:43.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T20:58:43.000+0000,005OH00000BfonJYAR,2025-11-25T20:58:44.000+0000,005OH00000BfonJYAR,2025-11-25T20:58:44.000+0000,(604)761-5756,,ksmann@shaw.ca,(604)945-9880,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
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500OH00000geA28YAE,False,,24032674,0030A0000029kiZQAQ,0010A000002w7ztQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:06:29.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T21:06:29.000+0000,005OH00000BfonJYAR,2025-11-25T21:06:30.000+0000,005OH00000BfonJYAR,2025-11-25T21:06:30.000+0000,(604)276-8081,(778) 322-6694,nelsonfan531@hotmail.com,(800)935-4832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geA5TYAU,False,,24035670,0030A000002ABUrQAO,0010A000002wiAfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T22:04:06.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T22:04:06.000+0000,005OH00000BfjndYAB,2025-11-25T22:04:06.000+0000,005OH00000BfjndYAB,2025-11-25T22:04:06.000+0000,(250)712-1131,,darcy@lakesidefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geABqYAM,False,,24036079,003OH00000KAUEGYA5,001OH00000OdN3pYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T22:13:51.000+0000,False,False,005OH000002iJPDYA2,2025-11-25T22:13:51.000+0000,005OH000002iJPDYA2,2025-11-25T22:13:52.000+0000,005OH000002iJPDYA2,2025-11-25T22:13:52.000+0000,(604)889-7218,,carrie_tam@yahoo.com,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geARtYAM,False,,24032292,0030A0000029WsSQAU,0010A000002vwXkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is inquiring on steps in how to register for Workspace. Checked Siebel and Registration of User ID is not completed yet. Provided the following steps to register. 

Email: jazedhillon@yahoo.ca 
Code: H0457


******************************************
Good afternoon, Jaswinder 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!

To register for all the major platforms including Workspace, please follow the instructions below to achieve a successful registration.

1.	You will need to register for a User ID before being able to register for Workspace. To register for a User ID (formerly Repnet ID), you will need an activation code. 
Please contact Distribution_Methodology@canadalife.com and request for your registration letter, as that will provide you with your activation code

2.	Once you obtain an activation code from Distribution Methodology, please follow this link to register your User ID. Please select Register located at the lower half of the webpage. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi…

3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. Distribution_Methodology@canadalife.com
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 

If you have any questions or need further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T21:00:07.000+0000,False,False,005OH00000BG5v4YAD,2025-11-25T21:00:07.000+0000,005OH00000BG5v4YAD,2025-11-25T21:09:20.000+0000,005OH00000BG5v4YAD,2025-11-25T21:09:20.000+0000,(416)278-6869,,jazedhillon@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geAyBYAU,False,,24032877,0030A0000029lbsQAA,0010A000002w8kIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:10:02.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T21:10:02.000+0000,005OH00000BfonJYAR,2025-11-25T21:10:02.000+0000,005OH00000BfonJYAR,2025-11-25T21:10:02.000+0000,(604)802-0999,,john.ash@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geCDbYAM,False,,24033029,003OH00000MwuYLYAZ,001OH00000RqObaYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for the final authentication,True,2025-11-25T21:19:22.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T21:12:35.000+0000,005OH00000BFPZHYA5,2025-11-25T21:19:23.000+0000,005OH00000BFPZHYA5,2025-11-25T21:19:23.000+0000,(647)535-1390,,andre@amswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geCIRYA2,False,,24033269,0030A0000029gHDQAY,0010A000002w4L5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:16:23.000+0000,False,False,005OH00000BfonJYAR,2025-11-25T21:16:23.000+0000,005OH00000BfonJYAR,2025-11-25T21:16:23.000+0000,005OH00000BfonJYAR,2025-11-25T21:16:23.000+0000,(604)418-9567,,jessicachiangcfp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geDBJYA2,False,,24036148,0030A00000A0XVzQAN,0010A00000AZhq9QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"Advisor need assistance in registering to workspace unfortunately she is not sure if she already have an active activation code referred to distribution_methodology@canadalife.com to confirm her activation code or possibly create one for her.

====================

Hi Monique,

Thank you for contacting the workspace support about registering for workspace.

I really do want to assist you in registering to workspace however we are not certain on your activation code which very important for you to register to workspace. As for now, please reach out to  distribution_methodology@canadalife.com to confirm if you already have one created or possibly create an activation code for you.


I do appreciate your patience on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T22:35:15.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T22:15:29.000+0000,005OH00000BFPZHYA5,2025-11-25T23:10:54.000+0000,005OH00000BFPZHYA5,2025-11-25T23:10:54.000+0000,(403)894-4133,,monique@advfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geGqiYAE,False,,24034285,0030A0000029oT1QAI,0010A000002wB6lQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:34:42.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T21:34:42.000+0000,005OH000004Ir1xYAC,2025-11-25T21:34:42.000+0000,005OH000004Ir1xYAC,2025-11-25T21:34:42.000+0000,(403)863-1293,,loriames@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geGsKYAU,False,,24035214,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-11-25T21:55:39.000+0000,False,False,005OH000006uYrkYAE,2025-11-25T21:53:32.000+0000,005OH000006uYrkYAE,2025-11-25T21:55:39.000+0000,005OH000006uYrkYAE,2025-11-25T21:55:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geIAvYAM,False,,24033944,0035o000005gYhBAAU,0015o000006FNHtAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:28:47.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T21:28:47.000+0000,005OH000004Ir1xYAC,2025-11-25T21:28:48.000+0000,005OH000004Ir1xYAC,2025-11-25T21:28:48.000+0000,(780)904-3060,,oliver1215@yahoo.com.hk,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geIcLYAU,False,,24034014,0030A0000072mEwQAI,0010A000007tUBiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:30:03.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T21:30:03.000+0000,005OH00000BfjndYAB,2025-11-25T21:30:04.000+0000,005OH00000BfjndYAB,2025-11-25T21:30:04.000+0000,(604)746-6890,(604) 768-7484,nadeen@krstrategygroup.ca,(604)746-6891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geIvhYAE,False,,24034071,0030A0000029VmPQAU,0010A000002vveOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:30:51.000+0000,False,False,005OH000004Ir1xYAC,2025-11-25T21:30:51.000+0000,005OH000004Ir1xYAC,2025-11-25T21:30:51.000+0000,005OH000004Ir1xYAC,2025-11-25T21:30:51.000+0000,(403)850-1511,,dennick@telus.net,(403)275-9408,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geJbfYAE,False,,24034754,0030A0000029XuBQAU,0010A000002vxQ3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor could not pass authentication.
**********
Hi Ravi   , thank you for contacting the workspace support today.

To recap our call, you wanted assistance with signing onto workspace , however you could not pass the authentication. Once you can confirm the correct email you can reply to me, and we can set up a call, or you can call us back here at workspace support.




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T21:52:27.000+0000,False,False,005OH00000BFQFCYA5,2025-11-25T21:43:57.000+0000,005OH00000BFQFCYA5,2025-11-25T21:52:27.000+0000,005OH00000BFQFCYA5,2025-11-25T21:52:27.000+0000,(416)283-1160,,regentfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geJjiYAE,False,,24034324,0030A000009zC3dQAE,0010A00000AYATGQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:35:27.000+0000,False,False,005OH000006owoYYAQ,2025-11-25T21:35:27.000+0000,005OH000006owoYYAQ,2025-11-25T21:35:28.000+0000,005OH000006owoYYAQ,2025-11-25T21:35:28.000+0000,(306)721-2401,,jodi@2020wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geJjmYAE,False,,24035979,003OH00000KAUEGYA5,001OH00000OdN3pYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T22:11:25.000+0000,False,False,005OH000002iJPDYA2,2025-11-25T22:11:25.000+0000,005OH000002iJPDYA2,2025-11-25T22:11:26.000+0000,005OH000002iJPDYA2,2025-11-25T22:11:26.000+0000,(604)889-7218,,carrie_tam@yahoo.com,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geLCNYA2,False,,24036434,0030A0000029fDOQAY,0010A000002w3R9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T22:23:53.000+0000,False,False,0055o000002KxaMAAS,2025-11-25T22:23:53.000+0000,0055o000002KxaMAAS,2025-11-25T22:23:54.000+0000,0055o000002KxaMAAS,2025-11-25T22:23:54.000+0000,(403)218-0206,4032180202,hal@couillard.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geLnDYAU,False,,24036509,0030A0000029kIOQAY,0010A000002w7eQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect,Medium,"Support staff had general question on who would schedule medical exams for clients.
************
Hi Daniel , thank you for contacting the workspace support today.
To recap our call, you wanted to confirm if Canada Life is responsible for booking medical exams for clients due to the statement within the application, here at workspace support that is not something we can confirm. Your reginal sales associate can confirm that their name is Teri Kokaritis 
Teri.kokaritis@canadalife.com.


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T22:40:08.000+0000,False,False,005OH00000BFQFCYA5,2025-11-25T22:26:20.000+0000,005OH00000BFQFCYA5,2025-11-25T22:45:56.000+0000,005OH00000BFQFCYA5,2025-11-25T22:45:56.000+0000,(778)897-0211,,kmakievski@stalwartinsurancegroup.com,(604)111-1111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geN18YAE,False,,24036619,003G0000018f7VWIAY,0010A000002wPcRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T22:29:01.000+0000,False,False,005OH000001cCPNYA2,2025-11-25T22:29:01.000+0000,005OH000001cCPNYA2,2025-11-25T22:29:02.000+0000,005OH000001cCPNYA2,2025-11-25T22:29:02.000+0000,(604)314-2912,(604) 314-2912,rickwspeer@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geOcwYAE,False,,24035693,0030A0000029pB2QAI,0010A000002wBgnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA,Medium,"Support staff would like to set up TPA.
***
Hi Debra , thank you for contacting the workspace support today.
To recap our call, you wanted to know how to set up under your advisor, to start you will need to email distribution_methodology@canadalife.com to provide you with required information to register for workspace. You will also need your advisor to fill out the attached form for third party access.
If you have any questions please let me know in your response.


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-25T22:19:52.000+0000,False,False,005OH00000BFQFCYA5,2025-11-25T22:04:46.000+0000,005OH00000BFQFCYA5,2025-11-25T22:19:52.000+0000,005OH00000BFQFCYA5,2025-11-25T22:19:52.000+0000,(604)640-0300,,rick.morson@richardsonwealth.com,(778)541-9921,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geOjNYAU,False,,24035292,0030A000005blD2QAI,0010A000006Lcm2QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T21:55:10.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T21:55:10.000+0000,005OH00000BfjndYAB,2025-11-25T21:55:10.000+0000,005OH00000BfjndYAB,2025-11-25T21:55:10.000+0000,(604)549-2508,,adam.cawker@prospera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gePhEYAU,False,,24036269,003OH00000XHX9UYAX,001OH00000fN6znYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T22:19:28.000+0000,False,False,005OH00000BfjndYAB,2025-11-25T22:19:28.000+0000,005OH00000BfjndYAB,2025-11-25T22:19:28.000+0000,005OH00000BfjndYAB,2025-11-25T22:19:28.000+0000,(778)787-1766,,nathan.erickson@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geR7vYAE,False,,24036807,003OH00000BhZPDYA3,001OH00000E42cfYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****11/26/25 

Assisted user to create a User ID for MGA channel - user was advised to wait 2 business days before registering for WS.

****DDS****11/25/25 
Contacted user to assist with Workspace registration
Rescheduled call back 11/26 at 11am EST
 
============================================================================================= 
 
****Email Chain****

Bonjour Marc-André,

Ce fut un plaisir de discuter avec vous ce matin.

Lors de notre appel, vous avez utilisé vos informations d’enregistrement pour créer votre nom d’utilisateur sur le ReseauRep. Vous devrez attendre 2 jours ouvrables pour vous inscrire à l’Espace affaires come mentionne dans le courriel. 
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: November 25, 2025 2:10 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Marc-André Côté <macotefinances@gmail.com>
Subject: TR: [EXT] Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MARC-ANDRE COTE - 24036807

Bonjour Équipe,

Pourriez-vous aider le conseiller Marc-André Côté (H1418) avec son inscription sur Espaces Affaires?

Merci beaucoup,
Nicholas

Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 

Rendez-vous au : canadavie.com   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

De : Marc-André Côté <macotefinances@gmail.com> 
Envoyé : 25 novembre 2025 15:17
À : Morelli, Claudia <Claudia.Morelli@canadalife.com>; Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com>
Objet : [EXT] Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MARC-ANDRE COTE

Bonjour Est-ce que quelqu’un pourrait m’aider avec mon inscription? Les informations d’enregistrement que vous m’avez envoyé ne fonctionne pas! Merci Marc-André Côté Conseiller en sécurité financière 514-792-8534 Le 24 nov. 2025 à 10: 59, Morelli,
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Bonjour  

Est-ce que quelqu’un pourrait m’aider avec mon inscription?

Les informations d’enregistrement que vous m’avez envoyé ne fonctionne pas!

Merci 
Marc-André Côté
Conseiller en sécurité financière 
514-792-8534

Le 24 nov. 2025 à 10:59, Morelli, Claudia <Claudia.Morelli@canadalife.com> a écrit :
 
 
Bienvenue à l’Espace affaires de la Canada Vie
Les renseignements contenus dans le présent message ne concernent que vous. Pour des raisons de sécurité, veuillez ne pas transmettre cette information à d’autres personnes.
Bienvenue à l’Espace affaires de la Canada Vie, une plateforme numérique qui vous permet de voir vos affaires de la Canada Vie, de modifier les renseignements sur les clients, de trouver les formulaires dont vous avez besoin et d’accéder à d’autres ressources et outils
Lors de l’inscription, veuillez suivre ces étapes :
•	Veuillez ne pas partager votre nom d’utilisateur.
•	Une fois que vous obtenez un nom d’utilisateur, attendez 2 jours ouvrables pour vous inscrire à l’Espace affaires.
 
Vos informations d'enregistrement
Nom:	MARC-ANDRE COTE
Code de conseiller*:	Veuillez consulter APEXA pour votre code de vente
Code d’activation:	1-1EV733P
* Code de conseiller, aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie
Inscrivez-vous pour obtenir un nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep)
•	Cliquez ici pour commencer et suivez les directives pour vous inscrire.
Inscrivez-vous à l’Espace affaires
Cliquez ici pour vous inscrire.
L’Espace affaires fonctionne avec un outil d’authentification multifacteur pour protéger vos données et celles de vos clients. Nous vous recommandons d’utiliser l’application gratuite Salesforce Authenticator.
o	Les utilisateurs d’un iPhone peuvent obtenir l’application à partir de l’App Store. 
o	Les utilisateurs d’un appareil Android peuvent obtenir l’application à partir de Google Play.  
Le page de ressources sur l’Espace affaires est votre guichet unique pour accéder aux ressources dont vous avez besoin et apprendre comment utiliser l’Espace affaires.
Avez-vous une équipe de soutien qui a besoin d’avoir accès à votre bloc d’affaires?
•	Veuillez remplir le formulaire d’accès à titre de tiers et indiquer tous les employés qui devraient avoir un accès à titre de délégué à votre bloc d’affaires.
•	Nous enverrons à chacun d’eux un courriel personnel dans lequel ils trouveront un code d’activation qui leur permettra d’obtenir un nom d’utilisateur et s’inscrire à l’Espace affaires. Ils auront besoin que vous leur fournissiez votre code de producteur.
•	S’il y a des changements apportés à votre personnel, veuillez en faire part à l’équipe Méthodologie de la distribution afin qu’elle puisse mettre à jour votre liste d’employés qui ont un accès à titre de tiers. 
Veuillez répondre au questionnaire suivant :
•	Pour nous aider à adapter notre soutien et à mieux vous connaître, veuillez répondre à ce sondage qui ne vous prendra qu’une minute.
 
Merci,
 
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T16:34:34.000+0000,False,False,005OH0000097FtCYAU,2025-11-25T22:34:26.000+0000,005OH0000097FtCYAU,2025-11-26T16:34:35.000+0000,005OH0000097FtCYAU,2025-11-26T16:34:35.000+0000,(514)792-8534,,macotefinances@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geStWYAU,False,,24037533,0030A0000029YrnQAE,0010A000002vyDgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"ASA inquiring about how can we set up her advisor MFA. Inform ASA to let her adviser call us directly so we can help set up the MFA.

=====================
Hi Christine,

Thank you for contacting the workspace support about resetting Marnie’s multi-factor authenticator MFA for workspace.

We’re here to make supporting your advisor as smooth as possible, while keeping their account secure. Since MFA resets unlock full access to Workspace, we need to confirm the request is authorized by the account holder/advisor hence we need to speak to her over the phone and do the authentication process.

About your inquiry registering for your own workspace please have Marnie send a request to distribution_methodology@canadalife.com to create your activation code/RepNet ID as it is very important for you to register to workspace.

Thank you for your time and understanding on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-25T23:15:15.000+0000,False,False,005OH00000BFPZHYA5,2025-11-25T22:59:35.000+0000,005OH00000BFPZHYA5,2025-11-25T23:23:02.000+0000,005OH00000BFPZHYA5,2025-11-25T23:23:02.000+0000,(403)870-2228,,marnie@mosbyins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geUX5YAM,False,,24036733,003G0000018f6g5IAA,0010A000002wOe6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Caller inquiring about their Repnet activation code,Medium,"Hi John,

Thank you for taking my call.

To obtain your Repnet activation code (MGA), please contact the Distribution and Methodology team by emailing them at Distribution_Methodology@canadalife.com. Once you have the code, you can proceed with completing your registration.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: John McCabe <john@abwealthandestate.com> 
Sent: November 25, 2025 1:27 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Marion, Katie <Irene.Marion@canadalife.com>
Cc: Divers, Candace <Candace.Divers@advicecanada.com>
Subject: [EXT] Re: CL MGA Workspace Access - Case 24000512 / 24029928

I tried to complete registration yesterday but it said you need to give me a password in order for me to continue my reg'n process? John McCabe CFP (519) 550-1770 john@ abwealthandestate. com www. abwealthandestate. com The Rosewood tree is known
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
I tried to complete registration yesterday but it said you need to give me a password in order for me to continue my reg'n process?

John McCabe CFP
(519) 550-1770
john@abwealthandestate.com
www.abwealthandestate.com 

 
The Rosewood tree is known for its strength and durability. The rings symbolize
the stages of your life and also represent our unique financial planning process.

 


________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: November 25, 2025 3:24 PM
To: Marion, Katie <irene.marion@canadalife.com>; John McCabe <john@abwealthandestate.com>
Cc: Divers, Candace <Candace.Divers@advicecanada.com>
Subject: RE: CL MGA Workspace Access - Case 24000512 / 24029928 
 
Hi Katie,
 
Thank you for confirming. Correct, both policies are now under John McCabe’s MGA Active code. However, for them to access the policy details and their MGA book of business, they will need to complete their MGA registration on Workspace as outlined in my previous email.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Marion, Katie <Irene.Marion@canadalife.com> 
Sent: November 25, 2025 10:23 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; John McCabe <john@abwealthandestate.com>
Cc: Divers, Candace <Candace.Divers@advicecanada.com>; Marion, Katie <Irene.Marion@canadalife.com>
Subject: RE: CL MGA Workspace Access - Case 24000512
 
Hello all,
 
Angelo had a MGA workspace and the one client that he has through the MGA WS has been transferred to John McCabe.
 
I have logged in WS MGA for John McCabe:
 
 
 
Please advise.
 
Katie Marion  (she/her) 
Advisor Support Associate to AB Wealth and Estate Planning Inc
irene.marion@canadalife.com  |  519-435-7943
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 24, 2025 6:21 PM
To: John McCabe <john@abwealthandestate.com>
Cc: Marion, Katie <Irene.Marion@canadalife.com>; Divers, Candace <Candace.Divers@advicecanada.com>
Subject: RE: CL MGA Workspace Access - Case 24000512
 
Hi Candace and John,
 
@John McCabe It has come to our attention that you are experiencing issues accessing your Workspace account.
 
Based on our records, you don’t have any active MGA account on Repnet nor Workspace.
 
To gain access to your MGA book of business on Workspace you will need to complete your registration, please ensure you use your MGA code and follow the steps outlined below.
You will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
Registering for User ID (formerly RepNet ID)
Step 1: From the Canada Life Selfcare Page, click Register to start the quick, 3-step registration process. 
 The Canada Life Selfcare Page page can be accessed with a direct URL: 
 https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
  
Step 2: Accept the terms and conditions. 
 
Step 3: Enter your first name, last name, your new advisor code (formerly called distributor code), and unique activation code. Click Continue. 
 NOTE - if the caller does not know their advisor code (formerly called distributor code) or Activate Code, direct them to Distribution Methodology (MGA) or Contracts and Licensing (ADSL) to have their Welcome Letter resent.  
•	Distribution_Methodology@canadalife.com
•	CanadaLife.Contracts&Licensing@canadalife.com 
 
IF  your user id has been created on Repnet, please allow 48 hours before registering for Workspace.
In case you’re already registered in Repnet and just don’t remember your User ID password, you can use the URL below and click on Forgot your password? Link : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en
If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting, and we will schedule a call to help you. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
 
From: Divers, Candace <Candace.Divers@advicecanada.com> 
Sent: November 24, 2025 10:51 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: John McCabe <john@abwealthandestate.com>; Marion, Katie <Irene.Marion@canadalife.com>
Subject: RE: CL MGA Workspace Access
 
Hi Workspace
 
Can you please have John set up with MGA access for Workspace.
 
Many thanks, 
 
Candace Divers
Business Development Consultant | London
Candace.Divers@advicecanada.com | C: 519-860-7692
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
My working hours may not be your working hours. Please do not feel obligated to reply outside of your normal work schedule
 
To access tutorial videos –
Blue Sun Advisor: https://vimeo.com/showcase/9705079 
RepVision: https://vimeo.com/showcase/10474307 
 		 
		
		
 
 
From: John McCabe <john@abwealthandestate.com> 
Sent: Monday, November 24, 2025 12:48 PM
To: Divers, Candace <Candace.Divers@advicecanada.com>; Marion, Katie <Irene.Marion@canadalife.com>
Subject: [EXT] CL MGA Workspace Access
 
Candace, we cannot access the CL MGA business that we have through workspace. I can only login as a CL direct advisor. How do I gain access through my CL MGA relationship? John McCabe CFP (519) 550-1770 john@ abwealthandestate. com www. abwealthandestate. com
Candace, we cannot access the CL MGA business that we have through workspace.  I can only login as a CL direct advisor.  How do I gain access through my CL MGA relationship?
 
John McCabe CFP
(519) 550-1770
john@abwealthandestate.com
www.abwealthandestate.com 
 
 
The Rosewood tree is known for its strength and durability. The rings symbolize
the stages of your life and also represent our unique financial planning process.",True,2025-11-25T22:45:50.000+0000,False,False,005OH00000AbCcLYAV,2025-11-25T22:32:30.000+0000,005OH00000AbCcLYAV,2025-11-25T22:45:51.000+0000,005OH00000AbCcLYAV,2025-11-25T22:45:51.000+0000,(519)550-1770,,john@abwealthandestate.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geXptYAE,False,,24036340,0030A0000029fDOQAY,0010A000002w3R9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T22:21:12.000+0000,False,False,0055o000002KxaMAAS,2025-11-25T22:21:12.000+0000,0055o000002KxaMAAS,2025-11-25T22:21:12.000+0000,0055o000002KxaMAAS,2025-11-25T22:21:12.000+0000,(403)218-0206,4032180202,hal@couillard.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gejKqYAI,False,,24038403,0030A0000029gIaQAI,0010A000002w4MNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T23:36:40.000+0000,False,False,005OH000002iJPDYA2,2025-11-25T23:36:40.000+0000,005OH000002iJPDYA2,2025-11-25T23:36:40.000+0000,005OH000002iJPDYA2,2025-11-25T23:36:40.000+0000,(604)438-3690,(778) 320-8869,melissameng@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gelmQYAQ,False,,24039397,0030A000009Rb4sQAC,0010A00000AUIbvQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Authenticator Disconnect + New Phone/Device,Medium,"Dexin got a new phone and needs to install Google Authenticator on it for WS, which means disconnecting her existing Google Authenticator on her old phone before connecting the new one. 

While she passed basic authentication, as per KB0020738 we were not able to proceed. She could provide the phone number on file but confirmed that it's no longer in service and has been changed to 647-529-0565. I explained that I HAVE to call her back at the number we have on file to proceed. Took a bit of clarifying til she understood that the phone number is preventing us from assisting with the authenticator app, as it's a security measure. 

She claims she updated her phone number in APEXA months ago and seemed to be blaming us/tech for it not working like she thought that'd sway me into doing it, I again told her I can't proceed and disconnect without calling her back at the number on file, that number needs to be updated before anything happens. Suggested she try to update it again in APEXA and take screenshots throughout, then send to her MGA contact to show them she'd done it and request help in making sure everything gets updated so we can actually help her.",True,2025-11-26T00:45:21.000+0000,False,False,005OH00000BFQFFYA5,2025-11-26T00:32:02.000+0000,005OH00000BFQFFYA5,2025-11-26T00:50:58.000+0000,005OH00000BFQFFYA5,2025-11-26T00:50:58.000+0000,(647)529-0565,6475290565,dexin.s.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000genxuYAA,False,,24038709,0030A0000091uW7QAI,0010A000009yYN2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T23:50:37.000+0000,False,False,005OH000002iJPDYA2,2025-11-25T23:50:37.000+0000,005OH000002iJPDYA2,2025-11-25T23:50:37.000+0000,005OH000002iJPDYA2,2025-11-25T23:50:37.000+0000,(778)926-0729,,chelseazhan@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000geqFqYAI,False,,24038164,0030A0000029cx6QAA,0010A000002w1Y7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access issue,Medium,"Call-back request

Bonjour Josée et Houda,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  
@Houda Benmoussa Je souhaiterais organiser un appel téléphonique avec vous afin de vous aider à résoudre ce problème. Pour nous permettre de planifier un rappel, merci de bien vouloir nous fournir les informations suivantes : 
•	Votre code de conseillère 
•	Votre fuseau horaire
•	Trois dates et heures de rappel qui vous conviendraient
Nous vous contacterons au numéro de téléphone enregistré dans notre système
Personnellement, je suis disponible du lundi au vendredi, entre 12h et 20h (heure de l’Est).

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ledoux, Josee <Josee.Ledoux@canadavie.com> 
Sent: November 25, 2025 8:33 AM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Cc: Houda Benmoussa <houda.benmoussa@sfl.ca>
Subject: TR: Accès portail - Houda Benmoussa #A6385

Bonjour,

Merci d’aider cette conseillère avec ces accès au site Espace affaires.

Bonne journée!.   

Josée Ledoux
Associée régionale des ventes, Assurance | Regional Sales Associate, Insurance
Tél. : 819 300-1939
josee.ledoux@canadavie.com 

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


De : Houda Benmoussa <houda.benmoussa@sfl.ca> 
Envoyé : 25 novembre 2025 10:22
À : Ledoux, Josee <Josee.Ledoux@canadavie.com>
Objet : [EXT] Accès portail

Bonjour Josée, Comme discuté ce matin, j'ai de nouveau un problème d'accès à mon portail. Besoin d'assistance, afin que la problématique soit réglée une fois pour toute. Merci et bonne journée -- Pour planifier une rencontre avec moi , cliquez
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Josée,
 
Comme discuté ce matin, j'ai de nouveau un problème d'accès à mon portail.
Besoin d'assistance, afin que la problématique soit réglée une fois pour toute.
 
Merci et bonne journée
-- 
 
Pour planifier une rencontre avec moi , cliquez ICI

Houda Benmoussa
Représentante autonome
Conseillère en sécurité financière
Représentante en épargne collective*
2540, boul. Daniel-Johnson, bur. 710
Laval (Québec) H7T 2S3
T : 450 686-8880 poste 4012
C : 514 999-7397
F : 450 686-7778
Site Web : www.houdabenmoussa.ca


 
Partenaire de Desjardins
La marque Desjardins est une marque de commerce propriété de la Fédération des caisses Desjardins du Québec utilisée sous licence
SFL Gestion de patrimoine, Partenaire de Desjardins désigne Desjardins Sécurité financière, compagnie d’assurance vie
SFL Placements est un nom d’affaires de Desjardins Sécurité financière Investissements Inc., un cabinet de services financiers.",True,2025-11-25T23:25:30.000+0000,False,False,005OH00000AbCcLYAV,2025-11-25T23:25:30.000+0000,005OH00000AbCcLYAV,2025-11-25T23:25:54.000+0000,005OH00000AbCcLYAV,2025-11-25T23:25:54.000+0000,(514)333-9093,(514) 999-7397,houda.benmoussa@sfl.qc.ca,(514)333-7869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gertRYAQ,False,,24038283,0030A0000091uW7QAI,0010A000009yYN2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-25T23:31:28.000+0000,False,False,005OH000002iJPDYA2,2025-11-25T23:31:28.000+0000,005OH000002iJPDYA2,2025-11-25T23:31:29.000+0000,005OH000002iJPDYA2,2025-11-25T23:31:29.000+0000,(778)926-0729,,chelseazhan@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gescdYAA,False,,24038976,003G0000018f74wIAA,0010A000002wP8GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP app cannot get signature from client,Medium,"DDS - Nov 26 (Eliese)
Sent link to advisor with expected data. Issue likely due to apostrophe in the last name.

***DDS Nov.25/2025***
***DDS Nov.26/2025 *** Escalated to L2, Sent email to WorkspaceServiceLeaders@canadalife.com and provided all the necessary information.
Advisor’s name & phone number : GAVIN JANSEN - 	(905) 609-4455
Application number: 60922466-5
ISAM ID (@clext): gavin5612@clext
Description of the issue: SP application sent to client to input their signature but app does not let them proceed as it says there is incorrect information. Did a logmein session with the advisor and Confirmed the clients DOB and Postal code are correct and match. He says everything matches but the client cannot input the postal code with a space in the middle. Gathered additional info in order to investigate further.
REF KB: KB0021645 / KB0023044 

****Email****

Hello Gavin,

I’m responding on behalf of Saleman regarding the issue with the Simple Protect application.

We’ve reactivated the link which was previously disable due to too many failed verification attempts. Please provide your client with the link below and advise the copy and past their last name information so it matches the apostrophe entered in the system. A lot of devices use a curly apostrophe instead of a straight one (which is what’s entered in the application) and this must match to pass verification.

Application Link: https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=1501c422-9a59-4763-af5d-8471cef69c45 Please note this link expires in 72 hours.

Expected data:
Name: D'Souza
Postal Code: L5N7E4
Date of Birth: April 16th, 1966

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you in our survey below. Thanks in advance.

Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 7:40 PM
To: Jansen, Gavin <gavin@affinityadvisory.ca>
Subject: SP Application issue - Case - 24038976

Hello Gavin,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you earlier regarding the issue you were having with the SimpleProtect application.

I have gathered all the necessary information that you have provided to me. I will Investigate this matter further and reach out with a resolution as soon as possible.
In the meantime, if you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great night!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T17:43:07.000+0000,False,False,005OH00000BFQFBYA5,2025-11-26T00:05:18.000+0000,005OH00000BFQFBYA5,2025-11-26T20:19:24.000+0000,0050A000000qsPeQAI,2025-11-26T20:19:24.000+0000,(905)276-1177,(905) 609-4455,gavin@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gewJeYAI,False,,24039212,003G000001Nru1LIAR,0010A000002wSadQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Hi Jennifer and Darin,

Thank you for contacting Workspace Support team.  
@DARIN FRENCH I would like to set up a phone call with you to help you with the Workspace access. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code (if it’s a non advisor account, please provide any active code(s) associated with one of your firm’s advisors.)
	We will reach you at the provided phone number (or the one from your profile).
	For security and compliance reasons, we can only speak directly with the account owner regarding access issues.
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST)

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: November 25, 2025 8:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: DARIN FRENCH <darin_french@hotmail.com>
Subject: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
Importance: High

Hi there, 

Darin French is not able to register for CL User ID, can you please assist. I have tried to assist but he is getting error messages. 

Thank you, 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Roe, Jennifer 
Sent: November 17, 2025 12:25 PM
To: darin_french@hotmail.com
Cc: Stewart, James <James.Stewart@advicecanada.com>
Subject: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
Importance: High

Hi Darin, 

I tried calling you but was not able to reach you. 

I see that you have not registered for Workspace as of yet, so you will need to create a Canada Life ID (Formery RepNet ID) prior to registering for Workspace. 

All instructions are below.

*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensures your credentials are securely synced across our systems

Kindly let me know if you require any assistance. 

Thank you, 

Jenn 



Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.



Just a quick reminder — your Canada Life Workspace account is waiting for you.
View in browser.

 	 	 

 
 
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Register for Canada Life MGA Workspace today!
You’re receiving this email because you’re contracted with both Financial Horizons and Canada Life.

Welcome to Canada Life Workspace, your digital hub to manage your business, service your clients and access tools to grow your business with Canada Life.

Your Canada Life MGA business needs its own Workspace access
If you’re recently contracted with Financial Horizons, you’ll need to register for a separate version of Workspace. 
•	Get a tailored experience for your MGA business.
•	Stay organized with clear business channels.
•	Easily manage both types of business as your practice evolves.
We’re working to unify your experience this fall and taking this extra step today sets you up for what’s next.
Get started: step-by-step guide
Your registration information 	
First Name:	Darin
Last Name:	French
Advisor code*:	H6855
Activation code:	1-1F0L6TT


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 	3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 	4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need support?
Contact Workspace Support at CLWorkspaceSupport@canadalife.com.
To learn more, go to Workspace resource page.

Register today and unlock the full potential of Canada Life Workspace.


 
 
Canada Life and design are trademarks of The Canada Life Assurance Company. If you don’t want to receive these updates, you can unsubscribe here.

 



 
 	 	 

 
 
Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement. 
Inscrivez-vous à l’Espace affaires pour AGD de la Canada Vie dès aujourd’hui! 
Vous recevez ce courriel parce que vous détenez un contrat auprès de la Financière Horizons et de la Canada Vie.

Bienvenue dans l’Espace affaires de la Canada Vie, une plateforme numérique où vous pouvez gérer votre pratique, servir vos clients et accéder à des outils pour faire croître vos affaires avec la Canada Vie.

Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie
Si vous avez récemment établi un contrat avec la Financière Horizons, vous devrez vous inscrire à une version distincte de l’Espace affaires. 
•	Obtenez une expérience sur mesure pour vos affaires d’AGD.
•	Restez organisé grâce à des canaux d’affaires clairs.
•	Gérez facilement les deux types d’affaires à mesure que votre pratique évolue.
Nous travaillons à uniformiser votre expérience à l’automne et cette mesure supplémentaire que nous prenons aujourd’hui vous prépare pour ce qui est à venir. 
Pour commencer : guide étape par étape 
Renseignements sur votre inscription	
Prénom: 	
Nom de famille:	
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 






Besoin d’aide?
Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com.
Pour en savoir plus, consultez la page de ressources de l’Espace affaires. 

Inscrivez-vous dès aujourd’hui et tirez le maximum de l’Espace affaires de la Canada Vie.



 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie. Si vous ne souhaitez pas recevoir ces mises à jour, il vous suffit de vous désabonner ici.",True,2025-11-26T00:20:25.000+0000,False,False,005OH00000AbCcLYAV,2025-11-26T00:20:25.000+0000,005OH00000AbCcLYAV,2025-11-26T00:20:35.000+0000,005OH00000AbCcLYAV,2025-11-26T00:20:35.000+0000,(705)728-2070,(705) 791-4006,darin@calowbenefits.com,(705)812-3843,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,128.0
500OH00000gfY0wYAE,False,,24054179,0030A0000029jK7QAI,0010A000002w6rJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:16:04.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T17:16:04.000+0000,0055o000002DK5fAAG,2025-11-26T17:16:04.000+0000,0055o000002DK5fAAG,2025-11-26T17:16:04.000+0000,(905)830-3690,,geoff.macpherson@edwardjones.com,(866)641-0330,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gfmQMYAY,False,,24042956,0030A00000BZG2gQAH,0010A00000C9Q37QAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"need info 

**EMAIL**

Good morning Mike,

Thank you for your response.

Our client listings report is as of previous end month (October 31, 2025). Please note there were no clients listed under D3156 Wealth business.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: Scott,Michael A <Michael.Scott@edwardjones.com> 
Sent: December 1, 2025 5:19 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: Client Listing Request /Case24042956

Hello, here is the code you are looking for, I believe… D3156. I am the new Edward Jones advisor on record taking over for Ted Koenig. Thanks Have a Great Day ! Mike Michael Scott |Financial Advisor | Edward Jones 520 Springbank Dr. Unit 2 |
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, here is the code you are looking for, I believe… D3156.
I am the new Edward Jones advisor on record taking over for Ted Koenig.

Thanks

Have a Great Day !
 
  Mike 
Michael Scott |Financial Advisor |  Edward Jones
520 Springbank Dr. Unit 2 | London, ON. N6J 1G8
: 519-641-0256 | Fax: 877-335-9388 
: michael.scott@edwardjones.com
💻: Michael A Scott, Financial Advisor | Edward Jones
 
 :  LinkedIn
 :  (4) Michael Scott - Edward Jones Financial Advisor | Facebook
 
*** Please note, trading instructions cannot be accepted through email ***
 


Good morning Michael,

Our team received your request from Call Centre for a Wealth Client Listings report. However, the codes provided appears to be dealer/rep code. Could you please provide us the advisor code (ex. Canada Life, MGA, ADSL, Producer, five-characters long) for us to look into?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Please handle

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Tomas Cuberos
Customer Service Specialist
Canadian Operations – Wealth
Phone: (519)931-5112 tomas.cuberos@canadalife.com 


 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: ISP Customer Care 
Sent: November 24, 2025 3:05 PM
To: IC Wealth Workflow System 
Subject: FW: Call Centre Referral - Policy #Multiple


________________________________________
From: CL IRIS - Call Centre <CLIRISCallCentre@canadalife.com>
Sent: Monday, November 24, 2025 3:05:27 PM (UTC-05:00) Eastern Time (US & Canada)
To: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: Call Centre Referral - Policy #Multiple
Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	Multiple
Client Name:	Multiple
Caller Name:	Michael Scott
Caller Relationship:	Advisor
Advisor Code:	9844- FR7
Caller authenticated?	Yes
Language:	English
Send To:	isp_customer_care@canadalife.com

Acknowledgement call required?	Yes
Correspond By:	Phone
Caller's Phone Number:	519-641-0256
Caller's Fax #	
Caller's Email Address:	Michael.scott@edwardjones.com

Caller's Mailing Address:	
Date of Birth:	
Permission to leave voicemail?	Yes
Email Security Permission?	
Referral Reason:	Other Policy Details
Follow-up #	None
Submitter Employee ID:	LL76350

Additional Details:
Caller recently took over book of business and is requesting information on the entire book. 1. Names of those who hold Generations policies 2. Include all Generations policies for each client (if there is more than one) 3. Policy type (RRSP, LIRA etc.) 3. Updated policy numbers 4. Remaining DCS balances 

________________________________________
**This email is being sent from a general delivery mailbox. Please do not reply to this email - Replies are not monitored. If further clarification is required, please email Call Centre Feedback.**",True,2025-11-26T14:16:33.000+0000,False,False,005OH0000071DK9YAM,2025-11-26T14:16:33.000+0000,005OH0000071DK9YAM,2025-12-02T14:40:08.000+0000,005OH0000071DK9YAM,2025-12-02T14:40:08.000+0000,(519)641-0256,,michael.scott@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gg1E9YAI,False,,24042532,0030A0000029lf5QAA,0010A000002w8mcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Can't access Workspace,Medium,"Caller's Name: Liane LaBarbera
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Liane LaBarbera	
Phone: 647-764-4484
Email: liane.labarbera@ig.ca		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: trying to update a clients address online, however the link is broken on the website. 

--------------------------------------***DDS  11/26/2025***--------------------------
RESOLUTION: PROVIDED THE CORRECT LINK TO WORKSPACE AS WELL AS INSTRUCTIONS ON HOW TO UPDATE THE INFORMATION.
SENT EMAIL WITH DETAILS.
--------------------------------------***DDS  11/26/2025***--------------------------
Hello Liane,

Thank you for contacting Workspace Support.

I see the link you have to Workspace is broken/not correct. 

Please access Workspace here. 

If you’re still unable to access, your browser may be blocking and you may need to clear your cookies/cache, I’ve provided some instructions at the end of this email if using Google Chrome or Microsoft Edge. 
Alternatively, you can try to access from another browser/device.

Once you’re signed into Workspace, please follow these steps to update the address for your client.
From the Client details page, select Client Details, Edit Client Details, pop up appears.
Verify the client has a Primary email in the contact us section/without one we can't send a consent.
Under Address for Insurance and Wealth Products, select Update Address for Insurance and Wealth
This will trigger consent for individual/joint policies. 
Only needed for name changes/address changes 
Continue
Search the address, select, then choose products to update. 
The address change will require consent from the client.
Request for consent is sent via email on behalf of the advisor.

Clearing your cookies/cache on the browser: 

Edge
1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’
 
Chrome
1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Clear Data’ to complete

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/26/2025***--------------------------
EMAIL RECEIVED FROM MARIA DAVIS
--------------------------------------***DDS  11/26/2025***--------------------------
Hi

Please see below and advise.

Thank you!
Maria 


From: Labarbera, Liane 
Sent: November 25, 2025 9:48 AM
To: Davis, Maria 
Subject: Client Address Update

Hi Maria, Hope all is well on your end. I am trying to update a clients address online, however the link is broken on the website. Please advise, thank you. Canada Life-direct advisors offices can complete address changes in WorkspaceOpens a
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Maria,

Hope all is well on your end.

I am trying to update a clients address online, however the link is broken on the website. Please advise, thank you.

Canada Life-direct advisors offices can complete address changes in WorkspaceOpens a new website in a new windowOpens a new website in a new window - Opens in a new window.
URL No Longer Exists
You have attempted to reach a URL that no longer exists on salesforce.com.

You may have reached this page after clicking on a direct link into the application. This direct link might be:
• A bookmark to a particular page, such as a report or view
• A link to a particular page in the Custom Links section of your Home Tab, or a Custom Link
• A link to a particular page in your email templates

If you reached this page through a bookmark, you are probably trying to access something that has moved. Please update your bookmark.

If you reached this page through any of the other direct links listed above, please notify your administrator to update the link.

If you reached this page through a link on our site, please report the broken link directly to our Support Team and we will fix it promptly. Please indicate the page you were on when you clicked the link as well as any other related information. We apologize for the inconvenience.



Warm regards,

Liane LaBarbera CLU,CHS,RRC,QAFP®
Senior Financial Planner
Direct 647-764-4484


   
www.lianelabarbera.com
We’re committed to client education – check out our Living Plan Webinar Series and listen to our
Weekly podcast from our chief investment strategist for current state of the economy & market information

 
2-1130 Steeles Ave. E. Milton, ON L9T 6C8
Office 905-864-4104 | Fax 905-878-2710
Online Access | Sign in
IG Wealth Management Inc. Mutual Fund Division
Member of the Power Financial Corporation Group of Companies
Please be advised that I do not accept trading instruction via voice mail, email, text or by fax. 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. Although we’ve taken great care to ensure accuracy, we reserve the right to make adjustments in case of misstatement or error.",True,2025-11-26T14:16:52.000+0000,False,False,005OH00000AUS7aYAH,2025-11-26T14:05:35.000+0000,005OH00000AUS7aYAH,2025-11-26T14:16:52.000+0000,005OH00000AUS7aYAH,2025-11-26T14:16:52.000+0000,(519)836-6320,,liane.labarbera@ig.ca,(519)836-6121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gg2mtYAA,False,,24045335,003G0000018f6iBIAQ,0010A000002wOiQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:06:42.000+0000,False,False,0050A000000WjqvQAC,2025-11-26T15:06:42.000+0000,0050A000000WjqvQAC,2025-11-26T15:06:42.000+0000,0050A000000WjqvQAC,2025-11-26T15:06:42.000+0000,(613)629-1234,(613) 401-7633,rod.white@rgwfinancial.com,(613)629-1236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gg43sYAA,False,,24041365,0030A0000029ptBQAQ,0010A000002wCFGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Feedback,Medium,"***DDS*** 11/26/25
Name: Susan rivera-lumitao
Phone: 604-781-8754
Agent code: A2720

Email: Hello Susan

Thank you for contacting the Workspace support group. 
We received notification that you have some feedback “What can we help you learn more about in Workspace?:  Longer hours of operation maybe”
Are you referring to phone support longer hours of operation?  If so, please confirm and I will be happy to pass along the information to our leadership for future considerations.
Please let me know if you have any questions or if there is anything else I can assist with.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-26T13:22:11.000+0000,False,False,005OH00000BGeeHYAT,2025-11-26T13:22:11.000+0000,005OH00000BGeeHYAT,2025-11-26T13:22:11.000+0000,005OH00000BGeeHYAT,2025-11-26T13:22:11.000+0000,(604)438-3699,,susanriveralumitao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gg5XrYAI,False,,24042527,003OH00000Wkp0KYAR,001OH00000eIsfkYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Third Party Access,Medium,"Gave advisor info on how to establish TPA for adjoints 
========================================
Bonjour Christine,

Merci d'avoir contacté le support Workspace.

Pour fournir l'accès à Workspace à vos adjoints via votre code de conseiller, veuillez contacter Distribution_Methodology@canadalife.com et leur demander de vous fournir le formulaire pour donner un accès à un tiers. Veuillez remplir ce formulaire et le leur retourner, et ils commenceront à envoyer un e-mail à chaque adjoint avec le processus pour s'inscrire à leur compte Workspace.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service fourni aujourd'hui en remplissant un bref sondage. 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T14:16:07.000+0000,False,False,005OH00000BFQFGYA5,2025-11-26T14:05:24.000+0000,005OH00000BFQFGYA5,2025-11-26T14:16:07.000+0000,005OH00000BFQFGYA5,2025-11-26T14:16:07.000+0000,(438)886-2474,,info@christinebourassa.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gg8sIYAQ,False,,24043897,003OH00000XsHlgYAF,001OH00000gOysgYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T14:38:00.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T14:38:00.000+0000,005OH000007fgYjYAI,2025-11-26T14:38:00.000+0000,005OH000007fgYjYAI,2025-11-26T14:38:00.000+0000,(819)470-8121,,linda.chauvette@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gg9YCYAY,False,,24043971,003OH00000Y87vJYAR,001OH00000gtH1lYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T14:39:15.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T14:39:15.000+0000,005OH000007fgYjYAI,2025-11-26T14:39:15.000+0000,005OH000007fgYjYAI,2025-11-26T14:39:15.000+0000,(418)652-7181,,marmand@groupemirador.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggAPPYA2,False,,24042924,003G0000018f7lRIAQ,0010A000002wPrpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T14:15:53.000+0000,False,False,0050A000000XQhmQAG,2025-11-26T14:15:53.000+0000,0050A000000XQhmQAG,2025-11-26T14:15:54.000+0000,0050A000000XQhmQAG,2025-11-26T14:15:54.000+0000,(902)446-3900,(902) 449-5855,mark@southportasset.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggB5NYAU,False,,24044809,003OH00000ODrf8YAD,001OH00000TRCvmYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T14:56:48.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T14:56:48.000+0000,005OH000007fgYjYAI,2025-11-26T14:56:49.000+0000,005OH000007fgYjYAI,2025-11-26T14:56:49.000+0000,(450)230-6128,,sarah.pion@hotmail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggCcTYAU,False,,24041238,0031600002DR2bNAAT,0010A000007esdPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Can't authenticate to access workspace,Medium,"Caller's Name: Jacqueline VanEsch
Advisor or support staff: Advisor 
Advisor Code: W6728
Advisor Name: Jacqueline VanEsch	
Phone: 306.541.5260
Email: jhart@hkhenderson.ca		
1. Siebel verification: 
2. Last Login to Workspace: 
Issue: When I try and log in it’s asking me for the verification code on my authenticator, but I do not have that.  Is that something you’re able to assist me with? 
My username is jenny.hart@corebenefits.ca.  This is an old email address, but I still have access to it. 

FINDINGS: 
SF PROFILE ACTIVE, NOT LOCKED. LAST LOGIN SHOWS NOV 6 AND HAS AUTH SETUP. IT ALSO USES HER OLD EMAIL WHICH SHE NOTED SHE HAS ACCESS TO.
SIEBEL HAS (306) 541-5260 AND jenny.hart@corebenefits.ca
WILL NEED TO FOLLOW KB0020738 IF NEEDED AND THEN IF SHE WANTS TO CHANGE HER EMAIL FOR WORKSPACE, USE KB0023058.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o0000022S6AAAU%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A00000A7nVRQAZ%26cntc%3D0030A00000A7nVRQAZ%26id%3D0055o0000022S6AAAU

--------------------------------------***DDS  11/28/2025***--------------------------
CASE CLOSED. NO FURTHER ASSISTANCE NEEDED. SENT FOLLOW UP EMAIL
--------------------------------------***DDS  11/28/2025***--------------------------
Glad to hear Jenny. If you need further help, please give us a call. Have a great day.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  11/28/2025***--------------------------
EMAIL UPDATE RECEIVED. NO FURTHER ASSISTANCE NEEDED
--------------------------------------***DDS  11/28/2025***--------------------------
I don’t think I’ll need help – we’ve located the authenticator. 

Thanks, 
Jenny

 
Jenny Hart
Managing Director
 
HK Henderson Consulting 	   
   
   
   
306.541.5260
306.359.1044
jhart@hkhenderson.ca
hkhenderson.ca

  
  
 


Effective November 1, 2024 Dynamic Core Benefits has rebranded to HK Henderson Consulting. While we have a new name and email addresses, we’re the same team and look forward to continuing to work and grow with you. 
This e-mail may be privileged and/or confidential, and the sender does not waive any related rights and obligations. Any distribution, use or copying of this e-mail or the information it contains by other than an intended recipient is unauthorized. If you received this e-mail in error, please advise me (by return e-mail or otherwise) immediately. 
Please consider the environment before printing this e-mail. 



--------------------------------------***DDS  11/28/2025***--------------------------
SENT 2ND FOLLOW UP
--------------------------------------***DDS  11/28/2025***--------------------------
Hello Jenny,

Following up on the below email. Please let us know if you still require assistance and provide the requested information, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/27/2025***--------------------------
SENT UPDATE TO SCHEDULE ONCE WE HAVE THE ADVISOR CODE
SASK TIME, 1HR BEHIND EASTERN. CALL ON 306-541-5260 WHICH IS THE # IN SIEBEL
WILL NEED TO FOLLOW KB0020738 IF NEEDED AND THEN IF SHE WANTS TO CHANGE HER EMAIL FOR WORKSPACE, USE KB0023058.
SENT UPDATE TO BOOK/ALSO ADVISED HER WE WILL NEED THE ADVISOR CODE FIRST.
--------------------------------------***DDS  11/27/2025***--------------------------
Hello Jenny,

Thanks for responding and providing the details however we will need to authenticate you first when calling and we will need your advisor code to assist further. 

Please check your emails and or files for the advisor code and or reach out to contracts&compensation@canadalife.com to inquire.

Once you have this let me know so we can schedule the call to help, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  11/27/2025***--------------------------
Hi, 

Yes, I have changed phones so I’m sure that’s the problem. I have authenticator on my phone but I do not see Canada Life listed.  It won’t give me a QR code to install. 

1. Your advisor codes  - I don’t know this without getting in to the system.  (This is not a system I use often, as I’m an owner of LFG with Tim and Evan, but I work on the group side)
            2. Your time zone  - Saskatchewan
            3. Three preferred dates and times for a callback Thursday – Nov. 27th at 10am, Friday 28th at 1pm, Monday, Dec. 1st at 9am

We will reach you at the phone number on file, please confirm the number  306-541-5260


Thanks, 
Jenny




--------------------------------------***DDS  11/26/2025***--------------------------
SENT FOLLOW UP ADVISING HER TO CHECK HER PHONE FOR THE AUTH APPS/REQUESTED MORE INFO.
--------------------------------------***DDS  11/26/2025***--------------------------
Hello Jenny,

Your message was sent to us by Jacqueline. I’ve reviewed the message, as I understand you’re able to sign into Workspace using your old email address jenny.hart@corebenefits.ca but when prompted to authenticate you’re unable to.

I checked your email and can see there is an authenticator tied to your profile. You would have installed an authenticator app on your cell phone, such as Google, Microsoft, or Salesforce or possibly you have another. 

Please check your phone for such apps. 

Each time you sign into Workspace, you will need to open the app on your phone to retrieve the code or approve the login to Workspace.

Have you changed phones since you last signed into Workspace? If you have, you may not have installed an authenticator

If you do not have an authenticator app on your phone, we will need to authenticate you and then disconnect the profile to setup again. 

Kindly provide the following details to help us schedule a callback if needed:
	1. Your advisor codes
	2. Your time zone
	3. Three preferred dates and times for a callback
We will reach you at the phone number on file, please confirm the number

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  11/26/2025***--------------------------
EMAIL RECEIVED FROM JACQUELINE VAN ESCH
--------------------------------------***DDS  11/26/2025***--------------------------
Hi Jenny and Workspace Support

Can you please assist Jenny in accessing her Workspace account.  She wrote below:

“I need help! 😊  When I try and log in it’s asking me for the verification code on my authenticator, but I do not have that.”

Thank you Jenny for reaching out, the Workspace team can assist with ensuring you are up to date with your email address as well as assisting with accessing the account.

Warm regards

Jacqueline Van Esch
Technology Solutions Partner – Teams Phone: 403-515-6810


From: Jenny Hart <jhart@hkhenderson.ca> 
Sent: November 25, 2025 10:58 AM
To: Van Esch, Jacqueline <Jacqueline.VanEsch@advicecanada.com>
Subject: [EXT] RE: REMINDER - CRM data download

Hi Jacqueline, I need help! 😊 When I try and log in it’s asking me for the verification code on my authenticator, but I do not have that. Is that something you’re able to assist me with? My username is jenny. hart@ corebenefits. ca. This is an
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Jacqueline, 
 
I need help! 😊  When I try and log in it’s asking me for the verification code on my authenticator, but I do not have that.  Is that something you’re able to assist me with? 
 
My username is jenny.hart@corebenefits.ca.  This is an old email address, but I still have access to it. 
 
Thanks, 
Jenny
 
 
 
 
 
Jenny Hart
Managing Director
 
HK Henderson Consulting 	   
   
   
   
306.541.5260
306.359.1044
jhart@hkhenderson.ca
hkhenderson.ca

  
  
 


Effective November 1, 2024 Dynamic Core Benefits has rebranded to HK Henderson Consulting. While we have a new name and email addresses, we’re the same team and look forward to continuing to work and grow with you. 
This e-mail may be privileged and/or confidential, and the sender does not waive any related rights and obligations. Any distribution, use or copying of this e-mail or the information it contains by other than an intended recipient is unauthorized. If you received this e-mail in error, please advise me (by return e-mail or otherwise) immediately. 
Please consider the environment before printing this e-mail. 

 
From: Van Esch, Jacqueline <Jacqueline.VanEsch@advicecanada.com> 
Sent: November 24, 2025 11:46 AM
To: Jenny Hart <jhart@hkhenderson.ca>
Subject: REMINDER - CRM data download
Importance: High
 
	You don't often get email from jacqueline.vanesch@advicecanada.com. Learn why this is important 

Hi Jennifer
 
My name is Jacqueline.
 
This email is a quick reminder - your CRM data has been extracted from Workspace, and there’s an acknowledgement you need to complete.  Please note that only the servicing advisor can download the data.

Even if you’re not planning to download the file, the acknowledgement still needs to be done. It confirms that you’ve either reviewed the data or decided you don’t need it.
 
You’ll see a pop-up in Workspace called “Download CRM data.” Just click it, follow the instructions, and submit the acknowledgement. That pop-up will keep showing until it’s completed.

Here are the resources to review the project and job aids for downloading and validating your data. 
 
Resources on upcoming changes to Workspace's CRM function
 
understanding-your-crm-data-job-aid-en.pdf
 
downloading-crm-data-extract-job-aid-en.pdf
 
 
Let me know if you run into any issues or have questions — happy to help! My phone number is 403-515-6810
 
 
Warm regards
Jacqueline VanEsch
Technology Solutions Partner
 
jacqueline.vanesch@advicecanada.com  
Teams Phone:  1 403-515-6810
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
Any personal information you provide will be used in accordance with our privacy policy
Upcoming Vacations:",True,2025-11-28T17:54:18.000+0000,False,False,005OH00000AUS7aYAH,2025-11-26T13:16:44.000+0000,005OH00000AUS7aYAH,2025-11-28T17:56:03.000+0000,005OH00000AUS7aYAH,2025-11-28T17:56:03.000+0000,(306)541-5260,(306) 541-5260,jhart@hkhenderson.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggD3uYAE,False,,24041701,0035o0000060L1dAAE,0015o000006YBZvAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy details error,Medium,"*** DDS Nov 26th, 2025 ***
User noticed wrong info on policy 411239031. Payment should be monthly, but it shows annual. Referred to CSC to check info and if it is a Workspace-only issue, to reach out to us so we can escalate this.
===============
Good morning Edison,

It was a pleasure speaking with you today about a policy error for policy 411239031.

During the call you indicated the policy says payments are annual but it should be monthly. To verify if the information is correct in our system, please contact the Client Services Center at 1-888-252-1847.

If the error is in the system, they will indicate to you how to fix it. If the error is just on Workspace, you can reply to this email so we can escalate this issue to our Level 2 support team.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T13:51:07.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-26T13:37:37.000+0000,005OH00000AbJ7aYAF,2025-11-26T13:51:08.000+0000,005OH00000AbJ7aYAF,2025-11-26T13:51:08.000+0000,(905)208-0903,,edison_eddie@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggEorYAE,False,,24045885,0030A0000029VqQQAU,0010A000002vvi1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:15:19.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T15:15:19.000+0000,005OH000004oiYEYAY,2025-11-26T15:15:19.000+0000,005OH000004oiYEYAY,2025-11-26T15:15:19.000+0000,(519)221-0409,,jen@irfinancialbrokerage.ca,(866)899-4922,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggFLqYAM,False,,24042660,003G0000018f70gIAA,0010A000002wP41QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Pre-2017 Product Illustration Sign in issue,Medium,"*****DDS**** 11/26/2025
Asa: Becky Henkel
LL CODE: LL75584
Userid: LL75584@llext
Email : becky.henkel@spmfinancial.ca
 
 
Issue: Advisor not able to access product illustration for pre-2017 policies, they are having issues upon sign in with a message “ password not recognized or version you are using is not correct”. The user advised they were still able to access it a month ago. 
 
Steps: Tried a password reset in ISAM but wasn’t successful also tired clearing cache and cookies. The issue persisted. Verified ISAM and user doesn’t have the right permission set group, or I am not able to see it. KB0021014 

Escalated to 2nd level

================================================================================

****Email Chain****

Hello Becky,

Thank you for taking my phone call.

I’m glad I was able to assist you with resetting the password for the User ID to access the Product Illustration software.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 2:59 PM
To: Henkel, Rebecca <becky.henkel@spmfinancial.ca>
Subject: RE: **Case 24042660** - Access to the Product Illustration Software

Hello Becky,

Use think link to reset the password for your User ID https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Becky Henkel <Becky.Henkel@spmfinancial.ca> 
Sent: November 26, 2025 2:44 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: **Case 24042660** - Access to the Product Illustration Software

Can you please try calling that number again. I think my headset wasn’t connected Becky Henkel | Client Service Associate 530 Oxford Street West, Suite 19 London ON, N6H 1T6 P: 519. 432. 6199 ext. 241 E: becky. henkel@ spmfinancial. ca F: 519. 432. 6197
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Can you please try calling that number again.  I think my headset wasn’t connected

 
  

Becky Henkel | Client Service Associate
530 Oxford Street West, Suite 19
London ON, N6H 1T6

P:   519.432.6199 ext. 241
E:   becky.henkel@spmfinancial.ca
F:   519.432.6197
TF: 1.800.265.1551
W:  spmfinancial.ca

     
 

Please note that trade instructions or policy changes requested via e-mail or phone cannot be acted upon until you have communicated with an advisor, the requested actions have been clarified and confirmed, and the appropriate paperwork has been completed

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. If you no longer want to receive these messages, click the word unsubscribe to email a request to me. 

If you no longer want to receive these messages, click the word unsubscribe to email a request to me.
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 3:42 PM
To: Becky Henkel <Becky.Henkel@spmfinancial.ca>
Subject: RE: **Case 24042660** - Access to the Product Illustration Software

Hello Becky,

I reached on phone number 519.432.6199 but the person on the other end is unable to hear me. Do you have another phone number that I can reach out to you on?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Becky Henkel <Becky.Henkel@spmfinancial.ca> 
Sent: November 26, 2025 12:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: **Case 24042660** - Access to the Product Illustration Software

Anytime is fine, the sooner the better please Becky Henkel | Client Service Associate 530 Oxford Street West, Suite 19 London ON, N6H 1T6 P: 519. 432. 6199 ext. 241 E: becky. henkel@ spmfinancial. ca F: 519. 432. 6197 TF: 1. 800. 265. 1551 W: spmfinancial. ca

Anytime is fine, the sooner the better please


 
  

Becky Henkel | Client Service Associate
530 Oxford Street West, Suite 19
London ON, N6H 1T6

P:   519.432.6199 ext. 241
E:   becky.henkel@spmfinancial.ca
F:   519.432.6197
TF: 1.800.265.1551
W:  spmfinancial.ca

     
 

Please note that trade instructions or policy changes requested via e-mail or phone cannot be acted upon until you have communicated with an advisor, the requested actions have been clarified and confirmed, and the appropriate paperwork has been completed

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. If you no longer want to receive these messages, click the word unsubscribe to email a request to me. 

If you no longer want to receive these messages, click the word unsubscribe to email a request to me.
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 12:42 PM
To: Becky Henkel <Becky.Henkel@spmfinancial.ca>
Subject: **Case 24042660** - Access to the Product Illustration Software

Hello Rebecca,

It has been brought to our attention that you are having an issue accessing the Product Illustration Software. I’d be happy to assist you.

I would like to set up a phone call with you. Please provide 3 dates and times that are convenient to you, along with the best telephone number to contact you on.
-	Provide your time zone.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T14:31:47.000+0000,False,False,005OH00000BFQFHYA5,2025-11-26T14:09:09.000+0000,005OH00000BFQFHYA5,2025-11-26T21:09:32.000+0000,005OH000002iN7pYAE,2025-12-13T02:02:27.000+0000,(519)435-7908,,tim.faught@spmfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggHNhYAM,False,,24044171,0030A0000029bs0QAA,0010A000002w0iXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T14:43:05.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T14:43:05.000+0000,005OH000007fgYjYAI,2025-11-26T14:43:05.000+0000,005OH000007fgYjYAI,2025-11-26T14:43:05.000+0000,(514)354-8883,,simon.parent@parentblouin.com,(514)354-2112,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggHYwYAM,False,,24042526,0030A00000CC1UBQA1,0010A00000CmWUbQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Partner User Password Reset or Account Unlock,Medium,"***DDS*** 11/26/25
Name: Joel Cann
Phone: 519-697-8715
Agent code: D5556
Reference: KB0017399

Hi Joel,

Thank you for contacting Workspace Support today regarding Workspace being locked.

To recap our call today:

We unlocked workspace and reset your password.
Confirmed you were able to log in, log out and back in again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-26T14:19:47.000+0000,False,False,005OH00000BGeeHYAT,2025-11-26T14:05:23.000+0000,005OH00000BGeeHYAT,2025-11-26T14:20:51.000+0000,005OH00000BGeeHYAT,2025-11-26T14:20:51.000+0000,(519)697-8715,,joel.cann@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggIGXYA2,False,,24046098,0030A0000029ZJsQAM,0010A000002vycrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:19:06.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T15:19:06.000+0000,005OH000004oiYEYAY,2025-11-26T15:19:07.000+0000,005OH000004oiYEYAY,2025-11-26T15:19:07.000+0000,(519)725-8311,,shawnculliton@hotmail.com,(519)725-2998,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggJFrYAM,False,,24044121,003OH00000Wkp0KYAR,001OH00000eIsfkYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T14:42:10.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T14:42:10.000+0000,005OH000007fgYjYAI,2025-11-26T14:42:10.000+0000,005OH000007fgYjYAI,2025-11-26T14:42:10.000+0000,(438)886-2474,,info@christinebourassa.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggNL3YAM,False,,24045726,003G0000018f6yzIAA,0010A000002wP1dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:13:04.000+0000,False,False,0050A000000WjqvQAC,2025-11-26T15:13:04.000+0000,0050A000000WjqvQAC,2025-11-26T15:13:04.000+0000,0050A000000WjqvQAC,2025-11-26T15:13:04.000+0000,(613)747-8181,(613) 797-9918,joe.truglia@truespectwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggPmgYAE,False,,24046342,0030A0000029dr1QAA,0010A000002w2HUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:23:26.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T15:23:26.000+0000,005OH000004oiYEYAY,2025-11-26T15:23:27.000+0000,005OH000004oiYEYAY,2025-11-26T15:23:27.000+0000,(519)341-3691,,johna@path2wealth.ca,(866)211-2962,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggPzZYAU,False,,24044070,003OH00000Xs8yeYAB,001OH00000gOyscYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T14:41:05.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T14:41:05.000+0000,005OH000007fgYjYAI,2025-11-26T14:41:05.000+0000,005OH000007fgYjYAI,2025-11-26T14:41:05.000+0000,(450)822-2589,,servicesfinanciers@melissadeschamps.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggQ9HYAU,False,,24046569,0035o000005iiNDAAY,0015o000006HSHCAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 26th, 2025 ***
KB0017399 User wants to access account. Authenticated, unlocked account, set up MFA and sign in successful.
================
Good morning Monika,

It was a pleasure talking with you today and helping you connect to your Workspace account.

During our call, I unlocked your account and helped you reset your password and connect to an Authenticator app. In the end you signed in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T15:39:23.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-26T15:27:11.000+0000,005OH00000AbJ7aYAF,2025-11-26T15:39:23.000+0000,005OH00000AbJ7aYAF,2025-11-26T15:39:23.000+0000,(519)974-0128X384,,mblata@fpteam.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggQFgYAM,False,,24043744,0030A0000029kDjQAI,0010A000002w7aKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client banking info update,Medium,"*** DDS Nov 26th, 2025 ***
User wants to update a client's banking info, so referred to CSC.
============
Good morning Lindsay,

It was a pleasure speaking with you today about a banking change needed for Joel Pelletier.

For such inquiries, you can call the Client Services Center at 1-888-252-1847 and they will have the necessary information to be able to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T14:46:46.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-26T14:34:40.000+0000,005OH00000AbJ7aYAF,2025-11-26T14:46:47.000+0000,005OH00000AbJ7aYAF,2025-11-26T14:46:47.000+0000,(306)956-3590,,lana@alderwoodwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggR27YAE,False,,24046885,0030A0000029fmhQAA,0010A000002w3seQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:32:14.000+0000,False,False,0050A000001o2WeQAI,2025-11-26T15:32:14.000+0000,0050A000001o2WeQAI,2025-11-26T15:32:14.000+0000,0050A000001o2WeQAI,2025-11-26T15:32:14.000+0000,(902)489-6994,,tracy.arsenault@sterlingbrokers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggRzoYAE,False,,24047969,0030A0000029gKaQAI,0010A000002w4ONQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Report - Seg Funds,Medium,"Hello Joginder,

Our team has received your request to provide Client Listings Seg Funds report for Advisor code H6582. 
Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Jogdinder,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
TMVKLWXT48
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

















Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	H6582 
Client Name:	JOGINDER SURI
Caller Name:	JOGINDER SURI
Caller Relationship:	Advisor
Advisor Code:	H6582
Caller authenticated?	Yes
Language:	English
Send To:	wealthreportingsupport@canadalife.com

Acknowledgement call required?	No
Correspond By:	Email
Caller's Phone Number:	9054759683
Caller's Fax #	
Caller's Email Address:	ysuri@yogisuri.com

Caller's Mailing Address:	
Date of Birth:	
Permission to leave voicemail?	No
Email Security Permission?	Yes
Referral Reason:	Other Policy Details
Follow-up #	None
Submitter Employee ID:	LL77991

Additional Details:
Advisor has requested a client list of all segregated funds. Recently transferred business from Manulife to CL in July/2025. Name of person requesting information: JOGINDER SURI Agent code(s) requested: H6582 Contact details : Please send to advisor's email: ysuri@yogisuri.com Thank you


________________________________________
**This email is being sent from a general delivery mailbox. Please do not reply to this email - Replies are not monitored. If further clarification is required, please email Call Centre Feedback.**",True,2025-11-26T15:48:20.000+0000,False,False,005OH0000088z1hYAA,2025-11-26T15:48:20.000+0000,005OH0000088z1hYAA,2025-11-26T15:57:00.000+0000,005OH0000088z1hYAA,2025-11-26T15:57:00.000+0000,(416)893-3686,4168933686,ysuri@yogisuri.com,(905)604-3477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggTOnYAM,False,,24043505,0030A0000029Wu2QAE,0010A000002vwZFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T14:29:18.000+0000,False,False,005OH0000030c5BYAQ,2025-11-26T14:29:18.000+0000,005OH0000030c5BYAQ,2025-11-26T14:29:18.000+0000,005OH0000030c5BYAQ,2025-11-26T14:29:18.000+0000,(613)274-2662X312,,david.bourada@ipprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggTtRYAU,False,,24043565,0030A0000029bVUQAY,0010A000002w0QrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-11-26T14:33:02.000+0000,False,False,005OH000006uYruYAE,2025-11-26T14:30:33.000+0000,005OH000006uYruYAE,2025-11-28T16:47:48.000+0000,005OH000006uYruYAE,2025-11-28T16:47:48.000+0000,(403)357-0442,,chuckr@1mla.com,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggXHDYA2,False,,24049420,0030A0000029kz6QAA,0010A000002w8CjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace sign in issue,Medium,"****DDS***11/26/2025
User called advising they had not received the call back to assist with the workspace sign in issues. But they received the call mid conversation and disconnected. 


****email chain***
Hello Christine, 

       Thank you contacting Canada life workspace support, it was a pleasure speaking with you today. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T16:18:08.000+0000,False,False,005OH00000BFQFHYA5,2025-11-26T16:08:39.000+0000,005OH00000BFQFHYA5,2025-11-26T16:18:08.000+0000,005OH00000BFQFHYA5,2025-11-26T16:18:08.000+0000,(604)647-0639,(604) 218-3805,dc_seo@hotmail.com,(604)327-6538,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggXYsYAM,False,,24047961,003OH00000M95icYAB,001OH00000QumUjYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Taking funds out of a seg fund account:,Medium,"****DDS*** 11/26/2025
User needed assistance on what form to fill to take out funds from a seg fund account. Reached out to support and referred user to RSA or client services


******email chain****

Hello Laurie,

       Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. For all process related inquires for seg funds, you can reach out to your wealth RSA Erika Sowka at  Erika.Sowka@canadalife.com for assistance. You can also try reaching out to client services at 1-888-252-1847. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T16:02:29.000+0000,False,False,005OH00000BFQFHYA5,2025-11-26T15:48:10.000+0000,005OH00000BFQFHYA5,2025-11-26T16:02:29.000+0000,005OH00000BFQFHYA5,2025-11-26T16:02:29.000+0000,(306)551-9847,,ldavison@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggYZrYAM,False,,24050853,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,got email and is waiting for additional email to come but has not been received. transferred call to segs team,True,2025-11-26T16:34:17.000+0000,False,False,005OH000006uYrkYAE,2025-11-26T16:29:07.000+0000,005OH000006uYrkYAE,2025-11-26T16:34:17.000+0000,005OH000006uYrkYAE,2025-11-26T16:34:18.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggYhqYAE,False,,24045080,0030A00000A7W5CQAV,0010A00000AgOQgQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:02:18.000+0000,False,False,0055o000001h4cFAAQ,2025-11-26T15:02:18.000+0000,0055o000001h4cFAAQ,2025-11-26T15:02:18.000+0000,0055o000001h4cFAAQ,2025-11-26T15:02:18.000+0000,(204)479-6798,,dwain@truityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggZm1YAE,False,,24046532,0035o000006k1MXAAY,001G000000urN05IAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TPA Required,Medium,"Hello Samantha,
Our team has received your request to provide Client Listings report for Advisor code 99014 . The report cannot be provided as you do not appear to have a Third-Party Access on file with Canada Life for this advisor.   If you could please contact distribution_methodology@canadalife.com and have the attached PDF form filled out.  You will need to do this for each Advisor you want the access for.  Once TPA has been confirmed, please contact us back so we can re-validate your access and provide the report.   
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CANINDSERV <CANINDSERV@canadalife.com> 
Sent: November 25, 2025 4:18 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: Block / Client Listing - 24046532

Please handle.



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: 



From: Samantha Moyles <smoyles@murphyneil.ca> 
Sent: November 20, 2025 2:04 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] Block / Client Listing 

Good Afternoon, We are looking to get a block / client listing of our Canada Life policies through PPI. Advisor is Scott Neil / Branch SATNF and code is 99014. Is this something you can produce for us? We are also wondering if Howard Murphy
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Afternoon,

We are looking to get a block / client listing of our Canada Life policies through PPI.

Advisor is Scott Neil / Branch SATNF and code is 99014.

Is this something you can produce for us?

We are also wondering if Howard Murphy has any policies?

Regards,

Samantha Moyles
Administrative Assistant
Murphy Neil Financial Group
27 Austin Street-Suite 203
St. John’s, NL A1B 4C3
Call: (709) 237-4122
Fax: (709)237-5125
 
Please visit our website at:  www.murphyneil.ca 
And visit our Facebook page by searching: @MurphyNeilFinancial05
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé) veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T15:26:37.000+0000,False,False,005OH0000088z1hYAA,2025-11-26T15:26:37.000+0000,005OH0000088z1hYAA,2025-11-26T15:30:25.000+0000,005OH0000088z1hYAA,2025-11-26T15:30:25.000+0000,(709) 237-4122,,smoyles@murphyneil.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggbB5YAI,False,,24046952,0035o000006j6AxAAI,0015o000007JVWbAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnecting MFA and updating email address.,Medium,"***DDS*** 11/26/25
Name: William Gilfix
Phone: 807-468-3333 ext 89915
Agent code: F5419
Reference: KB0020738 & KB0023058 

Hello William, 

Thank you for contacting Workspace Support today regarding Disconnecting MFA and updating email address.

To recap our call today:

Disconnected MFA
Re-connected to MS Authenticator.
Your were able to log in, out and back in again.
We changed your email address from ngilfix@standardinsurance.ca to ngilfix@brokerlink.ca
Your were able to log in, out and back in again.


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-26T16:05:25.000+0000,False,False,005OH00000BGeeHYAT,2025-11-26T15:33:12.000+0000,005OH00000BGeeHYAT,2025-11-26T16:05:25.000+0000,005OH00000BGeeHYAT,2025-11-26T16:05:25.000+0000,(807)468-3333X7206,(807) 464-1141,ngilfix@standardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggbXgYAI,False,,24049858,0030A0000029k3oQAA,0010A000002w7SKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:15:02.000+0000,False,False,0055o000001t1uPAAQ,2025-11-26T16:15:02.000+0000,0055o000001t1uPAAQ,2025-11-26T16:15:03.000+0000,0055o000001t1uPAAQ,2025-11-26T16:15:03.000+0000,(416)850-4528X136,(647) 892-3728,sid.zhang@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggbe6YAA,False,,24045234,003OH00000BcGbtYAF,001OH00000Dy6ckYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WRS - Planning Report,Medium,"**WRS Email Thread** Nov 26 2025

Bonjour Mathieu!

Merci d’avoir contacter l’équipe de soutien aux rapports patrimoine.

Comme mentionné dans notre appel, voici les instructions de comment créer un relevé de planification qui montre les transactions d’un client pendant une période choisie. Une prise d’écran est attachée pour vous guider. 

Avant de continuer, s’il vous est possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous ai aidé aujourd'hui en répondant à notre sondage! 😊 Wealth support (swoogo.com)

1.	Sur le centre d’investissement, allez à la fenêtre de rapports.
2.	Sous les options de gestion, choisissez « Planification ».
3.	Veuillez choisir « Portefeuille » pour le type de planification.
4.	Sous les critères de sélection, choisissez « Relevé de Placement » pour le type.  
5.	Dans la section d’à droite, veuillez écrire le numéro du client.
6.	Veuillez choisir une date d’effet que vous voulez voir. 
7.	Sous les options de transaction, choisissez l’option « Inclure l’historique ». Vous pouvez aussi choisir la date que vous voudrez voir (ou vous pouvez choisir l’option « depuis la date d’entrée en vigueur »).
Note :
8.	Après que toutes les instructions sont complétées, veuillez créer le rapport.   

 

Ce rapport montre tous les fonds et transactions d’un client pendant la période choisie, et elles sont sectionnées chronologiquement.

J’espère que ces instructions vous aident. Si vous aviez des questions additionnelles sur des rapports du centre d’investissement, de taux de rendement, ou sur l’aperçu Portefeuille, n’hésitez pas à nous contacter.

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T15:29:35.000+0000,False,False,005OH000002iN7rYAE,2025-11-26T15:05:03.000+0000,005OH000002iN7rYAE,2025-11-26T15:29:36.000+0000,005OH000002iN7rYAE,2025-11-26T15:29:36.000+0000,(581)988-1512,,mathieubeaupre@conceptagf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggbpOYAQ,False,,24045586,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor needed assistance signing onto workspace.
***********
Hi Shawn , thank you for contacting the workspace support today.

To recap our call, you needed assistance signing onto workspace, we did a remote log me in session and I provided you a new workspace link which we added to your browser favourites, and you were able to successfully sign in. We also went through communications you received for your workspace MGA account. You printed your email for reference and will be awaiting the Welcome to workspace email from disrtobution_methodology@canadalife.com to start your registration.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T15:52:34.000+0000,False,False,005OH00000BFQFCYA5,2025-11-26T15:11:06.000+0000,005OH00000BFQFCYA5,2025-11-26T15:52:34.000+0000,005OH00000BFQFCYA5,2025-11-26T15:52:34.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggbr4YAA,False,,24046541,0030A0000029bpTQAQ,0010A000002w0g5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:26:40.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T15:26:40.000+0000,005OH000004oiYEYAY,2025-11-26T15:26:41.000+0000,005OH000004oiYEYAY,2025-11-26T15:26:41.000+0000,(519)235-3881,,,(519)235-1505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggbxVYAQ,False,,24046162,003G0000018f6ykIAA,0010A000002wP1OQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:20:20.000+0000,False,False,0050A000000WjqvQAC,2025-11-26T15:20:20.000+0000,0050A000000WjqvQAC,2025-11-26T15:20:20.000+0000,0050A000000WjqvQAC,2025-11-26T15:20:20.000+0000,(613)986-3062,,brian@mcparlanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggcdNYAQ,False,,24045104,003G0000018f6ZTIAY,0010A000002wOWYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login Assistance,Medium,"RICHARD PARRANTO (LL00586)
Rick is having trouble logging into their Workspace account due to incorrect password/email and association choice
I walked User through resetting their password through the site. 

Email:
----------
Hello Rick,

Thank you for contacting Workspace Support concerning logging into your Workspace account.

On the call today, we were able to perform troubleshooting steps such as resetting your password to gain access to your workspace account again. On the call, you confirmed that you were able to successfully reset the password and log into you account

If you have any more questions, please contact us again.

I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T15:18:24.000+0000,False,False,005OH00000BGf2TYAT,2025-11-26T15:02:48.000+0000,005OH00000BGf2TYAT,2025-11-26T15:18:24.000+0000,005OH00000BGf2TYAT,2025-11-26T15:18:24.000+0000,(604)732-1508,,rick@ghughesgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggdJJYAY,False,,24045259,003OH000007WMKrYAO,001OH000009G3MfYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:05:24.000+0000,False,False,005OH000004pk06YAA,2025-11-26T15:05:24.000+0000,005OH000004pk06YAA,2025-11-26T15:05:25.000+0000,005OH000004pk06YAA,2025-11-26T15:05:25.000+0000,(416)827-1285,416 340-2963,jason.cohen@oma.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggdSzYAI,False,,24045278,003G0000018f7KzIAI,0010A000002wPQgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Err-W1285 login issue,Medium,"JOSH WILKINSON
josh@trueplan.ca
KB0020563  and KB0020858  

Advisor was getting incorrect combination error message on workspace login. Their User ID was locked. Unlocked their User ID and changed their repNet password and it allows them to login successfully,

Hello Josh,

Thank you for calling workspace support team with login issue. I am so happy to assist you with this issue.

To Recap, you were getting incorrect combination error message upon login to workspace. After authentication, I sent you the password reset link, and you created new password. You tried to login and then you were getting ERR-W1285. Your User ID was locked. We reset your RepNet ID password to unlock your User ID. I provided you with temporary password and then you created your new password for RepNet ID. It allows you to login to workspace successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T15:35:02.000+0000,False,False,005OH00000BFiyTYAT,2025-11-26T15:05:46.000+0000,005OH00000BFiyTYAT,2025-11-26T15:35:02.000+0000,005OH00000BFiyTYAT,2025-11-26T15:35:02.000+0000,(587)896-6639,(587) 896-6639,josh@trueplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggdb6YAA,False,,24046922,0035o0000068MKrAAM,0015o000006gpmDAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Simple protect,Medium,"user has issue with application as she did illustration for $50000 but cannot make an application for $50,000.
refer to RSA for workaround .
email==========
Bonjour Carole,

Merci d’avoir contacté le support de l’espace concernant votre soucis l’application Simplement Protege, J'ai vraiment apprécié notre échange.

Lors de notre appel, nous avons discuté du problème sur l’application en donnant seulement un minimum de 50 000 $ pour une police à terme, malheureusement il y a un montant restreint sur les applications simples de protection.

Et votre RSA(associé régional des ventes) serait en mesure de vous donner le travail autour pour ce problème.

Votre contact RSA :
Marie-Claire Jobson
marie-claire.jobson@canadavie.com
(581) 705-4165

Ou 

Nicholas Whitehead
Nicholas.whitehead@canadalife.com

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T15:56:23.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-26T15:32:46.000+0000,005OH00000AZ3ZxYAL,2025-11-26T15:56:23.000+0000,005OH00000AZ3ZxYAL,2025-11-26T15:56:23.000+0000,(819)469-4303,,info@carolegamelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggdw4YAA,False,,24047543,0030A0000029eZmQAI,0010A000002w2tLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Initial set up of MFA, assisted the advisor successfully.
=======================================
Hi Beth,

Thank you for contacting the workspace support in setting up your multi-factor authenticator app/MFA.

We have identified that this is your initial set up of an MFA, and we have successfully gotten your access to your workspace. Please keep in mind that whenever you are ask for the code when logging in to workspace remember to go directly to your google authenticator app.

Appreciate your time and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T15:58:38.000+0000,False,False,005OH00000BFPZHYA5,2025-11-26T15:41:59.000+0000,005OH00000BFPZHYA5,2025-11-26T16:03:17.000+0000,005OH00000BFPZHYA5,2025-11-26T16:03:17.000+0000,(289)213-6418,,bethsecord123@gmail.com,(905)735-4421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gge5iYAA,False,,24045839,0031600002EUOv4AAH,0010A000002wNDAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:14:45.000+0000,False,False,005OH00000245RQYAY,2025-11-26T15:14:45.000+0000,005OH00000245RQYAY,2025-11-26T15:14:45.000+0000,005OH00000245RQYAY,2025-11-26T15:14:45.000+0000,(819)410-0432X103,(819) 639-4713,jeanfrancois.landry@gestaltfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gge5qYAA,False,,24053084,003G0000018f6U4IAI,0010A000002wOQmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:00:17.000+0000,False,False,005OH00000AdAzSYAV,2025-11-26T17:00:17.000+0000,005OH00000AdAzSYAV,2025-11-27T14:48:15.000+0000,005OH00000AdAzSYAV,2025-11-27T14:48:15.000+0000,(289)337-5491X24,(905) 517-0404,bbrady@bbfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggf6bYAA,False,,24045518,0030A0000029m08QAA,0010A000002w926QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:10:02.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T15:10:02.000+0000,005OH000004oiYEYAY,2025-11-26T15:10:02.000+0000,005OH000004oiYEYAY,2025-11-26T15:10:02.000+0000,(519)880-9334,(519) 497-5893,rkapoor@kapgroupservices.com,(519)880-2635,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggfQEYAY,False,,24049275,0030A0000029hGcQAI,0010A000002w5BxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Assistance,Medium,"JEFFREY ALISTAIR MILNE (C6697)
User called about not having access to their workspace account due to incorrect password attempts. 
I authenticated and unlocked their account. I also sent them a reset password link as they didn't remember their password. They attempted to sign in again.

Email:
----------
Hello Allistair,

Thank you for contacting Workspace Support concerning access to your workspace account.

On the call today, I was able to assist you with unlocking your account from the backend. I also sent a reset password link which you used to reset your password. 

Please let us know if you have any more questions.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T16:15:53.000+0000,False,False,005OH00000BGf2TYAT,2025-11-26T16:06:42.000+0000,005OH00000BGf2TYAT,2025-11-26T16:15:53.000+0000,005OH00000BGf2TYAT,2025-11-26T16:15:53.000+0000,(604)579-0465,,amilne@assante.com,(604)852-0503,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggfY4YAI,False,,24046462,003G0000018f777IAA,0010A000002wPARQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:25:32.000+0000,False,False,005OH00000AdAzSYAV,2025-11-26T15:25:32.000+0000,005OH00000AdAzSYAV,2025-11-26T15:25:32.000+0000,005OH00000AdAzSYAV,2025-11-26T15:25:32.000+0000,(519)755-9300,(519) 755-9300,nadine@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gggUBYAY,False,,24051403,003OH00000NCQHoYAP,001OH00000S9BcEYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS**** 11/26/2025
User called to get assistance with workspace registration, but had no idea what their user id is, DDS referred to DM


*****EMAIL CHAIN*****
Hello Ashley,

       Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to @Distribution Methodology to get your Userid and registration letter. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T16:47:29.000+0000,False,False,005OH00000BFQFHYA5,2025-11-26T16:37:06.000+0000,005OH00000BFQFHYA5,2025-11-26T16:48:36.000+0000,005OH00000BFQFHYA5,2025-11-26T16:48:36.000+0000,(587)223-4612,,ashley.forbes@bloombenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gghA5YAI,False,,24048443,003G0000018f7ocIAA,0010A000002wPv4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect - Does not want to send client contract in EN,Medium,"Reason for call: Simple Protect not allowing him to proceed without clicking message that confirms that the EN version of contract will also be valid
•	Troubleshooting steps completed: Contacted Assist Line 
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”) : No clear resolution via KBAs

Resolution: Advisor must click on this option, client will not be sent contract in EN but the EN version is valid. This is not a tech issue rather a compliance one. 
=========================================
Bonjour Jean-François,

Merci d'avoir contacté le support Workspace.

J'ai confirmé avec mon équipe technique que ce n'est pas un problème technique. Le client recevra toujours le contrat en français, cependant, le bouton en question doit être coché pour des raisons de conformité et juridiques dans le cadre des processus contractuels de la Canada Vie. Il convient de dire que la version anglaise du contrat est également valable même si c'est la version française qui est finalement signée.

Si vous avez d'autres questions, n'hésitez pas à répondre à cet e-mail.

Votre avis compte ! Faites-nous savoir ce que vous avez pensé de la qualité du service offert aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: jf.fournier@servicesfinanciersmjf.com <jf.fournier@servicesfinanciersmjf.com> 
Sent: November 26, 2025 10:50 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] URGENT Problème avec Simplement Protéger 

Je suis disponible maintenant si vous voulez m’appeler. 418-590-2361 Jean-Francois Fournier Conseiller en sécurité financière Conseiller en assurances et rentes collectives 418-590-2361 De : CL Workspace Support <CLWorkspaceSupport@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Je suis disponible maintenant si vous voulez m’appeler.

418-590-2361


Jean-Francois Fournier
Conseiller en sécurité financière
Conseiller en assurances et rentes collectives
418-590-2361

 



De : CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Envoyé : 26 novembre 2025 10:23
À : 'jf.fournier@servicesfinanciersmjf.com' <jf.fournier@servicesfinanciersmjf.com>
Objet : RE: [EXT] URGENT Problème avec Simplement Protéger 

Bonjour Jacques,

Merci d'avoir contacté le support Workspace.

Nous nous excusons sincèrement pour le problème technique que vous rencontrez concernant Simplement Proteger.

Pour confirmer, vous n'arrivez pas à cliquer sur ""Prochain"" même lorsque la case pour avoir le contrat en anglais reste décochée?

Si c'est le cas, auriez-vous un moment aujourd'hui pour un bref appel ? Je vais essayer de capturer quelques captures d'écran du processus moi-même et pourrai essayer quelques étapes de dépannage.

Laissez-moi savoir quelle heure vous convient!

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: jf.fournier@servicesfinanciersmjf.com <jf.fournier@servicesfinanciersmjf.com> 
Sent: November 25, 2025 8:41 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] URGENT Problème avec Simplement Protéger

Bonjour, Voici une capture d'écran d'un problème que j'ai avec Simplement Protéger. Je ne peux pas continuer la proposition tant et aussi longtemps que je n'ai pas cocher que je veux continuer en anglais, ce qui n'est aucunement le cas. Je suis

Bonjour,

Voici une capture d'écran d'un problème que j'ai avec Simplement Protéger.
Je ne peux pas continuer la proposition tant et aussi longtemps que je n'ai
pas cocher que je veux continuer en anglais, ce qui n'est aucunement le cas.
Je suis au Québec et mes clients et moi parlons en français. J'ai deux
autres propositions qui attendent d'être complétées et tout ça aurait dû
être terminé la semaine passée, mais ce n'est pas le cas en raison de vos
problèmes techniques. Bien vouloir régler le problème le plus vite possible
svp sinon je n'aurai pas le choix de me tourner vers un autre assureur.

Merci beaucoup!


Jean-Francois Fournier
Conseiller en sécurité financière
Conseiller en assurances et rentes collectives
418-590-2361





-----Message d'origine-----
De : jean-francois fournier 
Envoyé : 25 novembre 2025 08:34
À : jf.fournier@servicesfinanciersmjf.com
Objet : Image de jean-francois fournier",True,2025-11-26T19:55:28.000+0000,False,False,005OH00000BFQFGYA5,2025-11-26T15:55:13.000+0000,005OH00000BFQFGYA5,2025-11-26T19:55:29.000+0000,005OH00000BFQFGYA5,2025-11-26T19:55:29.000+0000,(418)590-2361,(418) 590-2361,jffournierass@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gghBlYAI,False,,24052009,003OH00000Y0f4SYAR,001OH00000gdV90YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:45:25.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T16:45:25.000+0000,005OH000007fgYjYAI,2025-11-26T16:45:26.000+0000,005OH000007fgYjYAI,2025-11-26T16:45:26.000+0000,(581)874-5168,,mharrisson@finandicap.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gghOZYAY,False,,24048079,0030A0000029lZWQAY,0010A000002w8iVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"TIMOTHY WRIGHT (78791)
Tim called about being locked out of the workspace account
I authenticated Tim and unlocked the account through Salesforce and advised to log in again.

Email:
----------
Hello Tim,

Thank you for contacting Workspace Support concerning your access to workspace.

On the call today, I was able to unlock your workspace account through the backend, and you were able to successfully log in. In the future, please manually type in your password when logging into workspace to avoid any technical errors. 

Let us know if you have any more questions.

I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T15:56:23.000+0000,False,False,005OH00000BGf2TYAT,2025-11-26T15:49:52.000+0000,005OH00000BGf2TYAT,2025-11-26T15:56:24.000+0000,005OH00000BGf2TYAT,2025-11-26T15:56:24.000+0000,(705)497-0130,(705) 845-1984,tim.wright@hotmail.com,(705)476-1149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggie5YAA,False,,24047796,0035o000003EWQKAA4,0015o000003savdAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:45:43.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T15:45:43.000+0000,005OH000004oiYEYAY,2025-11-26T15:45:44.000+0000,005OH000004oiYEYAY,2025-11-26T15:45:44.000+0000,(519)293-3295X5,X5,heather@hmsinsurance.com,(519)293-3293,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggixLYAQ,False,,24047597,0030A0000029nXfQAI,0010A000002wAO8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:42:49.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T15:42:49.000+0000,005OH000004oiYEYAY,2025-11-26T15:42:49.000+0000,005OH000004oiYEYAY,2025-11-26T15:42:49.000+0000,(519)253-2299,,nicole.slatford@td.com,(519)253-2281,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggj5QYAQ,False,,24050354,0030A0000029WBAQA2,0010A000002vvzXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****11/26/25 

User was trying to sign into WS via the RepNet site - directed the user to espaceaffaires.canadavie.com to sign in 
 
============================================================================================= 
 
****Email Chain****

Bonjour Francine,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème de connexion.

Je suis contente d’avoir pu vous aider à repérer le bon site pour accéder Espace Affaires. Vous avez également pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès. Dans le futur, suivez ce lien pour vous connecter sur Espace Affaires : https://espaceaffaires.canadavie.com

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T16:50:41.000+0000,False,False,005OH0000097FtCYAU,2025-11-26T16:22:12.000+0000,005OH0000097FtCYAU,2025-11-26T16:50:41.000+0000,005OH0000097FtCYAU,2025-11-26T16:50:41.000+0000,(450)991-2944,(450) 775-2375,fbessette.2@hotmail.com,(450)776-6440,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggjqCYAQ,False,,24048003,0030A0000029e6dQAA,0010A000002w2VzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Advice Canada,Medium,"User is requesting how he can see his other clients from Manu Life/ Industrial line. He is able to view his Canada Life clients that are visible on Workspace but is not sure how to view the Sun Life carrier. 

Email: john@dhrobertsfinancial.ca 

**********************************************************
Good morning, John

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Advice Canada!
 
As mentioned on the call you will be able to view your direct and MGA clients that are visible on Workspace on Advice Canada. However, regarding your other clients from other carriers like Sun Life you will need to contact Financial Horizon for more information. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T16:30:41.000+0000,False,False,005OH00000BG5v4YAD,2025-11-26T15:48:49.000+0000,005OH00000BG5v4YAD,2025-11-26T16:30:41.000+0000,005OH00000BG5v4YAD,2025-11-26T16:30:41.000+0000,(902)576-2807,,john@dhrobertsfinancial.ca,(902)420-2810,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggkG5YAI,False,,24054290,003G0000018f7DzIAI,0010A000002wPInQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Application - INC1872596,Medium,"*** DDS 27NOV2025 ***
user confirmed issue resolved
*** DDS 26NOV2025 ***
 INC1872596 submitted

Angela Baker
Angela is having issues with moving forward with their SimpleProtect application
I assisted user with clearing cache, closed the page and reopened it and user advised that they have tried another browser but it was the same issue where they are stuck on the 'existing coverage' page.
I connected with assist desk who advised to send the case to L2
I send email to service leader's email for escalation.


Required information: 
application ID: 60920763-9
information for the user: 
type of application: Par insurance

-----------------------EMAIL CHAIN:

Hi Angela,

That is wonderful news, thank you very much for confirming! I will mark the incident as resolved. Don’t hesitate to reach out if there is anything I can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: angela.baker@prosperitywealth.ca <angela.baker@prosperitywealth.ca> 
Sent: November 27, 2025 1:22 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: Simple Protect Application - 24054290/INC1872596

Hello, Yes this is now working and I am able to proceed. Thanks! Angela Angela Baker, B. Comm. Office Manager & Financial Advisor Jonathan Noel, QAFP, Owner Prosperity Private Wealth 42 Little Bay Road, PO Box 730 Springdale, NL A0J 1T0
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Yes this is now working and I am able to proceed.

Thanks!

Angela

Angela Baker, B. Comm.
Office Manager & Financial Advisor

Jonathan Noel, QAFP, Owner
Prosperity Private Wealth
42 Little Bay Road, PO Box 730
Springdale, NL  A0J 1T0
Tel: (709) 673-5550   Fax: (709) 673-2163
Email: angela.baker@prosperitywealth.ca

""The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.""

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 12:30 PM
To: Baker, Angela <angela.baker@prosperitywealth.ca>
Subject: RE: [EXT] RE: Simple Protect Application - 24054290/INC1872596

Hello Angela,

I have heard back from our Digital Hub team, and they have applied a fix to the application. Can you please let me know if you are able to proceed with the application?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Angela,

Thank you very much for confirming that information. We have escalated the issue to our Digital Hub team regarding being stuck at the existing coverage page for application 60920763-9 and we will be in touch with you as soon as we receive an update.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: angela.baker@prosperitywealth.ca <angela.baker@prosperitywealth.ca> 
Sent: November 26, 2025 2:44 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Simple Protect Application - 24054290/INC1872596

Hello, I work under advisor Jonathan Noel (LL25359 / W5920). I am a licensed MA / delegate of Jonathan, but my personal agent code is W5921. This application is being done under Jonathan’s code of W5920. Hope that helps! Angela Baker, B. Comm. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
I work under advisor Jonathan Noel (LL25359 / W5920).  I am a licensed MA / delegate of Jonathan, but my personal agent code is W5921.  This application is being done under Jonathan’s code of W5920.

 

Hope that helps!

Angela Baker, B. Comm.
Office Manager & Financial Advisor

Jonathan Noel, QAFP, Owner
Prosperity Private Wealth
42 Little Bay Road, PO Box 730
Springdale, NL  A0J 1T0
Tel: (709) 673-5550   Fax: (709) 673-2163
Email: angela.baker@prosperitywealth.ca

""The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.""

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 4:01 PM
To: Baker, Angela <angela.baker@prosperitywealth.ca>
Subject: RE: Simple Protect Application - 24054290

Hello Angela,

Just a quick follow up on this case please – can you confirm your agent code? We can’t seem to find an active code on our system under your name. 

Please respond to this email with the information as soon as you can. We are currently working on your inquiry.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






From: Workspace Support 
Sent: November 26, 2025 1:01 PM
To: Baker, Angela <angela.baker@prosperitywealth.ca>
Subject: Simple Protect Application - 24054290

Hello Angela,

Thank you for contacting Workspace Support today concerning issues with your SimpleProtect application. 

As mentioned during the call, I have now escalated your case to level two support who will be able to investigate the issue further. We will contact you once there is an update on your case. 

Thank you for your patience.
Please let us know if there are any updates on your application issues.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T18:26:57.000+0000,False,False,005OH000006wv2TYAQ,2025-11-26T17:17:50.000+0000,005OH00000BGf2TYAT,2025-11-27T18:26:57.000+0000,005OH000006wv2TYAQ,2025-11-27T18:26:57.000+0000,(709)673-5550,(709) 673-7888,jonathan.noel@prosperitywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gglOyYAI,False,,24048442,003G0000018f6QYIAY,0010A000002wOMuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Filters for clients missing in Workspace,Medium,"Caller's Name: Amelia Ashworth
Advisor or support staff: Advisor support
Advisor Code: 27754
Advisor Name: RODNEY D SAUDER F0528 ADSL
Phone: 905-786-3027
Email: AMELIA@RODSAUDER.CA		
1. Siebel verification: verified with advisors info, unit # she gave was 600. Siebel has 300
2. Last Login to Workspace: TODAY
Issue: checking client accounts, filter for active/inactive/deceased/transferred not seen anymore. was able to filter using these just last week.
she noted the advisor she works for has no access either to this but another advisor in the office has access/she wasn't sure what association they use.

FINDINGS: TPA ACCESS IS SEEN IN SIEBEL FOR RODNEY SAUDER

LOGGED IN WITH LOGMEIN, FILTERS NOT THERE, FILTER BY STATUS
CHECKED SF,LOGGED IN AS AMELIA, ITS MISSING.
CHECKED MY TRAINING SITE. FILTERS ARE LISTED
NOTHING FOUND/KBS TO NOTE ANY CHANGES
CALLED ASSIST DESK/SPOKE TO ELISE---no changes communicated here, NOT AN ESCALATION. ELISE SAYS ITS MISSING FOR OTHERS AS WELL.
SHE WILL INVESTIGATE AND GET BACK TO ME TO UPDATE THE CLIENT. 
SENT FOLLOW UP TO ADVISE WE WILL LOOK INTO AND GET BACK TO HER. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001sq6nAAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000006FkCDAA0%26cntc%3D0035o000006FkCDAA0%26id%3D0055o000001sq6nAAA

--------------------------------------***DDS  11/26/2025***--------------------------
UPDATE FROM ELIESE:
So that means that the CRM functionality was already removed for the user and they no longer have any CRM options which in turn removed those filters because they are pulling CRM data
 CRM = Client Relationship Management
These are fields that the users would have been able to update manually on Workspace including the option to add files to client records and other data like client segments and marking a client account inactive etc
The advisor would have done that already and therefore the advisor she supports as well as herself no longer have CRM functions which removes those filters. 

RESOLUTION: SENT UPDATE AS PER MESSAGE FROM ELIESE. 

--------------------------------------***DDS  11/26/2025***--------------------------
Hello Amelia,

Thanks for your patience. I have an update for you after further investigation.

These are CRM fields and hasn't been removed for people still in CRM experience (which may be the reason the other advisor in your office has the options). 

However, for those like you and the advisor you support, who have moved to non-CRM, the filters are no longer available/can’t be filtered.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 

--------------------------------------***DDS  11/26/2025***--------------------------
Hello Amelia, 

Thank you for contacting Workspace Support today regarding some filters that are missing.

As discussed, you’re missing the filters for Active/inactive/deceased/transferred clients which you previously were able to view just last week.

During our LogMeIn session, we determined you’re missing the Filter by Status option, I also checked your profile here.

As there are no reported known issues and no changes we can see as of recent, we will investigate further and update you once we have more information.

Thanks for your patience in advance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-26T16:54:11.000+0000,False,False,005OH00000AUS7aYAH,2025-11-26T15:55:13.000+0000,005OH00000AUS7aYAH,2025-11-26T16:54:11.000+0000,005OH00000AUS7aYAH,2025-11-26T16:54:11.000+0000,(905)786-3027,,rod@rodsauder.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gglnBYAQ,False,,24052066,0030A0000029p0wQAA,0010A000002wBYxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Web Illustrations blocked,Medium,"*** DDS Nov 26th, 2025 ***
User could not add an advisor to a Web Illustration, but when starting over it worked, it was a formatting glitch I suppose.
==========
Bonjour Daniel,

C’était un plaisir de vous parler aujourd’hui pour vous aider à ajouter un conseiller à une Illustration Canada Vie.

Durant notre appel, nous avons réessayé de remplir les informations du conseiller à ajouter et le problème de formatage précédent n’est plus apparu. L’ajout a correctement été fait.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-26T17:02:02.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-26T16:46:12.000+0000,005OH00000AbJ7aYAF,2025-11-26T17:02:03.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:02:54.000+0000,(514)236-6327,514-236-6327,daniel.raymond@sfl.ca,(450)629-2238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggmxmYAA,False,,24048719,0030A0000029fmhQAA,0010A000002w3seQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:59:16.000+0000,False,False,0050A000001o2WeQAI,2025-11-26T15:59:16.000+0000,0050A000001o2WeQAI,2025-11-26T15:59:16.000+0000,0050A000001o2WeQAI,2025-11-26T15:59:16.000+0000,(902)489-6994,,tracy.arsenault@sterlingbrokers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggo1tYAA,False,,24049351,003G0000018f6vpIAA,0010A000002wOxhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Enhanced portfolio not loading,Medium,"Advisor not able to load the load the enhanced portfolio, tried to do TS steps by deleting cashed and cookies.. issue is resolved.

==================

Hi Charles,

Thank you for contacting the workspace support about an issue in accessing enhanced portfolio in investment centre.

We have identified that everything is looking well except for the enhanced portfolio that is not loading. We tried to log out of workspace and delete cashed, and cookies and the issue was resolved. For future reference you may tried to do these simple steps if you experienced the same situation.

Appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-26T16:20:33.000+0000,False,False,005OH00000BFPZHYA5,2025-11-26T16:07:43.000+0000,005OH00000BFPZHYA5,2025-11-26T16:26:16.000+0000,005OH00000BFPZHYA5,2025-12-13T02:01:39.000+0000,(416)818-7993,(416) 818-7993,charles@charleslau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggpNiYAI,False,,24048132,0030A0000029p2QQAQ,0010A000002wBa2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:50:32.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T15:50:32.000+0000,005OH000004oiYEYAY,2025-11-26T15:50:33.000+0000,005OH000004oiYEYAY,2025-11-26T15:50:33.000+0000,(905)220-7723,,mary.financialgroup@gmail.com,(289)396-3182,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggpnaYAA,False,,24049222,0031600002MAMjlAAH,0010A000002w5o2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor needed help loggin into workspace.
***********
Hi Kyla , thank you for contacting the workspace support today.

To recap our call, you needed assistance getting onto your workspace account we did a remote log me in session and confirmed the authenticator used is the google authenticator however it was not generating a code. I did disconnect the MFA for you to reconnect you can follow these steps.

When prompted to Choose a Verification Method select ""Use authentication codes from an authenticator app""

 

1. open Google Authenticator on their mobile device

 

2. Tap the + icon

 

 
3. Scan the QR code that should still be visible on the computer screen

 

4. On the mobile device, the Authenticator app will generate a code 

 

5. Input the code from Google Authenticator on the Workspace screen on the computer and click Connect

 

During Workspace login it will now request a confirmation through the Google Authenticator on their mobile device.


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T16:25:01.000+0000,False,False,005OH00000BFQFCYA5,2025-11-26T16:05:58.000+0000,005OH00000BFQFCYA5,2025-11-26T16:25:02.000+0000,005OH00000BFQFCYA5,2025-11-26T16:25:02.000+0000,(613)829-8855X203,,kyla.martin@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggqJoYAI,False,,24048717,0030A00000Cj4HGQAZ,0010A00000DKfskQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA form request,Medium,"*** DDS Nov 26th, 2025 ***
TPA form attached to email for advisor to add delegate accesses to people. Also added that to access his account he would need to call us since account is locked.
=============
Bonjour Dany,

C’était un plaisir de vous parler aujourd’hui au sujet de l’autorisation d’accès à un parti tiers.

Voici le formulaire en question que Patrick pourra remplir pour ses codes avec les personnes à qui donner l’accès. Le formulaire pourra ensuite être envoyé à distribution_methodology@canadalife.com pour que ce soit traiter.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-26T16:14:32.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-26T15:59:14.000+0000,005OH00000AbJ7aYAF,2025-11-26T16:14:32.000+0000,005OH00000AbJ7aYAF,2025-11-26T16:14:32.000+0000,(819)489-3000X136,(819)376-8666,patrick.desjardins@stratusfinances.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggqOcYAI,False,,24048786,003G0000018f7MHIAY,0010A000002wPRxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:00:06.000+0000,False,False,005OH00000AdAzSYAV,2025-11-26T16:00:06.000+0000,005OH00000AdAzSYAV,2025-11-26T16:00:06.000+0000,005OH00000AdAzSYAV,2025-11-26T16:00:06.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggqwYYAQ,False,,24054768,0030A0000029ahbQAA,0010A000002vzmZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:25:09.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T17:25:09.000+0000,005OH000003ds0PYAQ,2025-11-26T17:25:10.000+0000,005OH000003ds0PYAQ,2025-11-26T17:25:10.000+0000,(613)548-3031,,info@ipckingston.com,(613)548-7306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggqy5YAA,False,,24047611,003OH00000J3b6YYAR,001OH00000NLpP2YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect - App Frozen - INC1930410,Medium,"•	Reason for call: App frozen completely in Simple Protect, cannot continue
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: Tried to click all buttons on the app to see if any option would allow him to continue. Nothing is working.
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Assist Line
============================

Good morning Stephen, 

Thank you for reaching out to Workspace Support! The situation is still being handled by our Developer Operations team, the current ticket is open under INC1930410. 

As soon as it is resolved, I, or a senior from our team, will contact you directly! 

If you have any other questions, please do not hesitate to ask! 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Bachalo, Stephen <Stephen.Bachalo@ig.ca> 
Sent: December 5, 2025 5:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] RE: [EXT] RE: [EXT] FW: Urgent – Action Required on Application Submission: 60914783-0 & 60915161-7 

Hi Kanwal, I'm just reaching out because you were escalating my issue after we spoke on Wednesday. You stated that I should expect to see an email by the next day about how to move forward. Please let me know if you have any progress updates. 
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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ZjQcmQRYFpfptBannerEnd
Hi Kanwal, 

I'm just reaching out because you were escalating my issue after we spoke on Wednesday. You stated that I should expect to see an email by the next day about how to move forward. Please let me know if you have any progress updates.

Thank you, 

Stephen Bachalo
Advisor | IG Wealth Connect
Email: Stephen.Bachalo@ig.ca

Visit us at ig.ca


Online Access | Register (ig.ca)

  
This email contains information of a confidential nature. As security outside our internal email system cannot be assured, you must not forward without the author’s permission.
IG Wealth Management Inc., Firm in Financial Planning
Mutual Fund Division
Member of Power Financial Corporation group of companies



 



________________________________________
From: Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Sent: Wednesday, December 3, 2025 12:12 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] RE: [EXT] RE: [EXT] FW: Urgent – Action Required on Application Submission: 60914783-0 & 60915161-7 

Hi Kanwal, 

I hope you're doing well. I'm just reaching out because I didn't received a phone call to resolve the application issue. I do have availability tomorrow if your schedule aligns. Please let me know. 

Thanks, 

Stephen Bachalo
Advisor | IG Wealth Connect
Email: Stephen.Bachalo@ig.ca

Visit us at ig.ca


Online Access | Register (ig.ca)

  
This email contains information of a confidential nature. As security outside our internal email system cannot be assured, you must not forward without the author’s permission.
IG Wealth Management Inc., Firm in Financial Planning
Mutual Fund Division
Member of Power Financial Corporation group of companies



 



________________________________________
From: Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Sent: Friday, November 28, 2025 4:46 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] RE: [EXT] RE: [EXT] FW: Urgent – Action Required on Application Submission: 60914783-0 & 60915161-7

Hi Kanwal, 

Thank you for understanding. You can reach me on Monday from 11:00AM ET to 1:30PM ET. I'll also try calling the direct line if my phone continues to have issues. 

Have a great weekend, 

Stephen Bachalo
Advisor | IG Wealth Connect
Email: Stephen.Bachalo@ig.ca

Visit us at ig.ca


Online Access | Register (ig.ca)

  
This email contains information of a confidential nature. As security outside our internal email system cannot be assured, you must not forward without the author’s permission.
IG Wealth Management Inc., Firm in Financial Planning
Mutual Fund Division
Member of Power Financial Corporation group of companies



 

________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Friday, November 28, 2025 8:52 AM
To: Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Subject: [EXT] RE: [EXT] RE: [EXT] FW: Urgent – Action Required on Application Submission: 60914783-0 & 60915161-7
 
Hello Stephen,
 
That’s quite all right! I don’t have a direct line that you can reach me at. Is there another time or date I can call you?
 
If not, you are more than welcome to contact us directly via phone at the number below and one of my colleagues would be more than able to assist you also!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Sent: November 27, 2025 2:55 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] RE: [EXT] FW: Urgent – Action Required on Application Submission: 60914783-0 & 60915161-7
 
Hi Kanwal, I'm sorry I missed your call this morning. I live in BC, and my cell reception has become quite inconsistent due to the mountains. Is there a phone number that I could contact you at? Please let me also know your preferred dates and
Hi Kanwal, 
 
I'm sorry I missed your call this morning. I live in BC, and my cell reception has become quite inconsistent due to the mountains. Is there a phone number that I could contact you at? Please let me also know your preferred dates and times. 
 
Thank you, 
 
Stephen Bachalo
Advisor | IG Wealth Connect
Email: Stephen.Bachalo@ig.ca

Visit us at ig.ca


Online Access | Register (ig.ca)

  
This email contains information of a confidential nature. As security outside our internal email system cannot be assured, you must not forward without the author’s permission.
IG Wealth Management Inc., Firm in Financial Planning
Mutual Fund Division
Member of Power Financial Corporation group of companies
 
 
 
 
 
 
 
________________________________________
From: Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Sent: Wednesday, November 26, 2025 1:55 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] RE: [EXT] FW: Urgent – Action Required on Application Submission: 60914783-0 & 60915161-7
 
Hi Kanwal, 
 
Thank you for letting me know. I could be available tomorrow anytime between 11:30AM and 1:00PM ET if your schedule is available. I look forward to speaking together soon.
 
Best regards, 
 
Stephen Bachalo
Advisor | IG Wealth Connect
Email: Stephen.Bachalo@ig.ca

Visit us at ig.ca


Online Access | Register (ig.ca)

  
This email contains information of a confidential nature. As security outside our internal email system cannot be assured, you must not forward without the author’s permission.
IG Wealth Management Inc., Firm in Financial Planning
Mutual Fund Division
Member of Power Financial Corporation group of companies
 
 
 
 
 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Wednesday, November 26, 2025 12:50 PM
To: Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Subject: [EXT] RE: [EXT] FW: Urgent – Action Required on Application Submission: 60914783-0 & 60915161-7
 
Hello Stephen,
 
I will not be available today during this time, does tomorrow or Friday work for you prior to 3PM EST?
 
Let me know!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Sent: November 26, 2025 3:14 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] FW: Urgent – Action Required on Application Submission: 60914783-0 & 60915161-7
 
Hi Kanwal, Thank you for reaching out on this matter. A phone call is a great idea to determine the issue. I can be available this afternoon between 3: 45 and 4: 45PM ET if it suits your schedule. Please call me at 204-918-7947 during that time
Hi Kanwal,
 
Thank you for reaching out on this matter. A phone call is a great idea to determine the issue. I can be available this afternoon between 3:45 and 4:45PM ET if it suits your schedule. Please call me at 204-918-7947 during that time period. Let me know if we instead need to schedule an appointment later this week. 
 
Thanks, 
 
Stephen Bachalo
Advisor | IG Wealth Connect
Email: Stephen.Bachalo@ig.ca

Visit us at ig.ca


Online Access | Register (ig.ca)

  
This email contains information of a confidential nature. As security outside our internal email system cannot be assured, you must not forward without the author’s permission.
IG Wealth Management Inc., Firm in Financial Planning
Mutual Fund Division
Member of Power Financial Corporation group of companies
 
 
 
 
 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Wednesday, November 26, 2025 12:05 PM
To: Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Subject: [EXT] FW: Urgent – Action Required on Application Submission: 60914783-0 & 60915161-7
 
Hello Stephen,
 
Thank you for reaching out to Workspace Support. There appears to be an issue where the application numbers mentioned are not appearing in Simply Protect for your New Business Coordinator.

I was wondering if you had the time for a quick phone call. This process may require screenshots so I can escalate to another team for further assistance. Is there a time and day that is convenient for you?
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Ndiaye, Adja <Adja.Ndiaye@canadavie.com>
Sent: November 25, 2025 11:40 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: Urgent – Action Required on Application Submission: 60914783-0 & 60915161-7
Importance: High
 
Hi,
 
Please note that the application referenced in the email below are not available on HOWA. As this appears to be a technical issue, we kindly request that you contact the advisor immediately and ensure the application is submitted without delay. This will allow us to proceed with the review as soon as possible.
Your prompt attention to this matter is greatly appreciated.
 
 
 
 
Bonne journée /Have a nice day,  
Adja NDIAYE
Coordinatrice aux affaires nouvelles | Opérations d’assurance
New Buisness Coordinator | Insurance Operations
Adja.ndiaye@canadavie.com  | Bureau/Office: 438-316-51-57  | Toll Free/sans frais:1(877) 275-1394 | Fax : 1 800 501 6669
Adresse Opérations d’assurance | Address Insurance Operations: T019, 255 avenue Dufferin,London ON  N6A 4K1
Régularisation des documents/Placing documents: policyplacing@canadalife.com
 
 
 
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
 
 
De : Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Envoyé : 20 novembre 2025 17:58
À : CL Workspace Support <CLWorkspaceSupport@canadalife.com>; NBInquiry.Team9 <NBInquiry.Team9@canadalife.com>; Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Objet : Re: [EXT] New Business App Questionnaire 23550080
 
Hi everyone, I'm following up again on my inquiry from November 5th. Please advise if I should complete the medical questionnaire with the clients myself. The clients and I would like to proceed with the underwriting process soon. Thanks, Stephen
Hi everyone, 
 
I'm following up again on my inquiry from November 5th. Please advise if I should complete the medical questionnaire with the clients myself. The clients and I would like to proceed with the underwriting process soon. 
 
Thanks, 
 
Stephen Bachalo
Advisor | IG Wealth Connect
Email: Stephen.Bachalo@ig.ca

Visit us at ig.ca


Online Access | Register (ig.ca)

  
This email contains information of a confidential nature. As security outside our internal email system cannot be assured, you must not forward without the author’s permission.
IG Wealth Management Inc., Firm in Financial Planning
Mutual Fund Division
Member of Power Financial Corporation group of companies
 
 
 
 
 
 
 
________________________________________
From: Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Sent: Wednesday, November 12, 2025 4:12 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: NBInquiry.Team9 <NBInquiry.Team9@canadalife.com>; Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: Re: [EXT] New Business App Questionnaire 23550080
 
Hi everyone, 
 
I'm just following up on this email request so that the applications can proceed to the next phase. Please advise if I should contact the clients about completing the medical questionnaire with them. 
 
Thank you,
 
Stephen Bachalo
Advisor | IG Wealth Connect
Email: Stephen.Bachalo@ig.ca

Visit us at ig.ca


Online Access | Register (ig.ca)

  
This email contains information of a confidential nature. As security outside our internal email system cannot be assured, you must not forward without the author’s permission.
IG Wealth Management Inc., Firm in Financial Planning
Mutual Fund Division
Member of Power Financial Corporation group of companies
 
 
 
 
 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Wednesday, November 5, 2025 10:08 AM
To: Bachalo, Stephen <Stephen.Bachalo@ig.ca>
Cc: NBInquiry.Team9 <NBInquiry.Team9@canadalife.com>; Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: [EXT] New Business App Questionnaire 23550080
 
Good afternoon Stephen, Terri and NB Team,

Stephen has completed the applications 60914783-0 and 60915161-7 for a husband and wife, they selected the option for Canada Life to call the client to complete the questionnaire, availability was 3pm – 9pm and 10am – 2pm. The application is as complete as the advisor could make it, but it’s been awaiting Canada Life to call since early last week. They advisor would like to know if there is something more that can be done to expedite this. They would like to get the policy delivered before the end of the year.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-28T22:40:46.000+0000,False,False,005OH000002iN7pYAE,2025-11-26T15:43:01.000+0000,005OH00000BFQFGYA5,2026-01-28T22:40:46.000+0000,005OH000002iN7pYAE,2026-01-28T22:40:46.000+0000,(866)800-7984,,stephen.bachalo1@ig.ca,(204)934-2814,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggr6HYAQ,False,,24052862,0030A0000029f6qQAA,0010A000002w3L0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace account unlock,Medium,"****DDS****11/26/2025
User needed help signing into workspace as they were locked out of their account. DDS followed KB0021888 for authentication. Unlocked account and walked user through sign in during logmein session. 

*****email chain****
Hello Shelley,

      Thank you contacting Canada life workspace support, it was a pleasure assisting you today. We were able to get your account unlocked and ensured the links from your inbox were working properly during the logmein session. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T17:14:06.000+0000,False,False,005OH00000BFQFHYA5,2025-11-26T16:56:41.000+0000,005OH00000BFQFHYA5,2025-11-26T17:14:06.000+0000,005OH00000BFQFHYA5,2025-11-26T17:14:06.000+0000,(306)873-3353,,shelley.beaudette@thrivewealth.ca,(306)873-3653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggr7lYAA,False,,24047644,003G0000018f6XXIAY,0010A000002wOUcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T15:43:29.000+0000,False,False,005OH00000245RQYAY,2025-11-26T15:43:29.000+0000,005OH00000245RQYAY,2025-11-26T15:43:30.000+0000,005OH00000245RQYAY,2025-11-26T15:43:30.000+0000,(450)492-5688,(514) 582-0960,antonio@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggrNvYAI,False,,24049864,003G0000018f6wQIAQ,0010A000002wOyIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"*** DDS Nov 26th, 2025 ***
User cannot find applications 60921572-0 and 60921580-1 submitted yesterday, but missing on NB app. Redirected to NB coordinator to verify status of applications
==============
Good morning Tricia,

It was a pleasure speaking with you today concerning applications 60921572-0 and 60921580-1 submitted yesterday.

During our call I confirmed that both applications were submitted but not visible on the New Business WebApp. To confirm their current status, you can contact your New Business Coordinator at NBInquiry.Team3@canadalife.com.

They will be able to confirm if the processing is correct or if it is a New Business App issue, that would then be needed to be escalated.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-26T16:41:36.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-26T16:15:09.000+0000,005OH00000AbJ7aYAF,2025-11-26T16:42:29.000+0000,005OH00000AbJ7aYAF,2025-11-26T16:42:29.000+0000,(403)265-3771,,plavers@thetowergroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggrixYAA,False,,24052963,003OH00000URFGGYA5,001OH00000b88w2YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:58:25.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T16:58:25.000+0000,005OH000007fgYjYAI,2025-11-26T16:58:25.000+0000,005OH000007fgYjYAI,2025-11-26T16:58:25.000+0000,(450)522-1877,,jeremi.latulippe@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggtb3YAA,False,,24051712,0030A0000029cXbQAI,0010A000002w1EfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:41:25.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T16:41:25.000+0000,0055o000002DK5fAAG,2025-11-26T16:41:26.000+0000,0055o000002DK5fAAG,2025-11-26T16:41:26.000+0000,(519)376-0095,,steven.coffey@ipcc.org,(519)376-2978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggu45YAA,False,,24054238,0030A0000029cBwQAI,0010A000002w109QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Follow up ""oop TAN error INC1864468""",Medium,"*****DDS**** 11/26/2025
User called frustrated as INC1864468 has still not been resolved yet and user has application pending with user paying high premiums. 



*****Email chain****

Hello Troy, 

     Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. I am so sorry we were unable to get to a resolution over the phone, the most recent update on the ticket INC1864468 is that it’s still under investigation and there is no resolution just yet. The agent who launched the ticket will be communicating with you once a resolution is relayed from 2nd level. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T17:34:51.000+0000,False,False,005OH00000BFQFHYA5,2025-11-26T17:16:57.000+0000,005OH00000BFQFHYA5,2025-11-26T17:35:29.000+0000,005OH00000BFQFHYA5,2025-11-26T17:35:29.000+0000,(705)876-1282,(289) 804-6158,troy.williams@ig.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggvHrYAI,False,,24053102,003OH00000YEhUYYA1,001OH00000h7ydEYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:00:29.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T17:00:29.000+0000,005OH000007fgYjYAI,2025-11-26T17:00:29.000+0000,005OH000007fgYjYAI,2025-11-26T17:00:29.000+0000,(418)652-7181,,ebilodeau@groupemirador.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggvcoYAA,False,,24048803,0031600002VKwrHAAT,0010A000002wO5XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login issue ERR-W1283,Medium,"Chad Lang
ll29618
KB0017399  
Advisor was getting ERR-W1283. After authentication, unlocked their account. advisor confirmed that they will be able to change their password.
Hello Chad,

Thank you for calling workspace support team with login issue. I am so happy to take your call today.

To recap, you were having login error ERR-W1283 when you tried to login from the link sent by Canada Life in email. Your account was locked due to multiple login attempts. After authentication, I unlocked your account. You tried to login again and then you got ERR-W1282 to reset your password. On our end, your login history shows that you were putting incorrect password when you are trying to access your account through link. You confirmed that you will be able to change your password by yourself. Please let me know if you need assistance with password reset.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T16:25:38.000+0000,False,False,005OH00000BFiyTYAT,2025-11-26T16:00:16.000+0000,005OH00000BFiyTYAT,2025-11-26T16:25:38.000+0000,005OH00000BFiyTYAT,2025-11-26T16:25:38.000+0000,(306)546-1387,(306) 533-4208,chad@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggw96YAA,False,,24050160,0030A0000029p0wQAA,0010A000002wBYxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support-Reset password,Medium,"**DDS**11/26/2025
user received error code -err-w1282
password reset is required-after authenticating user password reset link was sent.
Email===========
Bonjour Daniel,

Merci d’avoir contacté le support de l’espace concernant votre souci err-w1282 lorsque vous connectez avec l’espace affaire, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé votre mot de passe via le lien de réinitialisation du mot de passe.

Et vous avez pu changer votre mot de passe et accéder à votre compte.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T16:29:59.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-26T16:19:15.000+0000,005OH00000AZ3ZxYAL,2025-11-26T16:29:59.000+0000,005OH00000AZ3ZxYAL,2025-11-26T16:29:59.000+0000,(514)236-6327,514-236-6327,daniel.raymond@sfl.ca,(450)629-2238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggx0SYAQ,False,,24051535,0031600002ISyDdAAL,0010A000002wNNOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:38:53.000+0000,False,False,005OH00000245ROYAY,2025-11-26T16:38:53.000+0000,005OH00000245ROYAY,2025-11-26T16:38:54.000+0000,005OH00000245ROYAY,2025-11-26T16:38:54.000+0000,(647)381-8243,(647) 381-8243,marc@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggxWZYAY,False,,24051682,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:41:03.000+0000,False,False,005OH000005URvxYAG,2025-11-26T16:41:03.000+0000,005OH000005URvxYAG,2025-11-26T16:41:04.000+0000,005OH000005URvxYAG,2025-11-26T16:41:04.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggxzdYAA,False,,24052415,003G0000018f6puIAA,0010A000002wOrdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration,Medium,"Advisor has older version of product illustration and is unable to sign on , I reset the password and will provide the new download for the new Product illustration.
***************
Hi Li , thank you for contacting the workspace support today.
To recap our call, you needed a new password for your product illustrations the password I provided is Happyday26. To enable your Product illustration access you need to open this link and provide your user ID and password I provided. Then make sure your workspace account is open and access this link you can download the most recent product illustration software. If you have any issues, please let me know in your response. 




The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T17:14:58.000+0000,False,False,005OH00000BFQFCYA5,2025-11-26T16:50:52.000+0000,005OH00000BFQFCYA5,2025-11-26T17:20:49.000+0000,005OH00000BFQFCYA5,2025-11-26T17:20:49.000+0000,(604)723-2969,(604) 723-2969,camby.wang@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggyKiYAI,False,,24057209,0030A0000029ekUQAQ,0010A000002w30pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:00:38.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T18:00:38.000+0000,005OH000004Ir1xYAC,2025-11-26T18:00:38.000+0000,005OH000004Ir1xYAC,2025-11-26T18:00:38.000+0000,(403)835-7283,,ben@doylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ggzDSYAY,False,,24051976,0030A0000029cXbQAI,0010A000002w1EfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:44:58.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T16:44:58.000+0000,0055o000002DK5fAAG,2025-11-26T16:44:59.000+0000,0055o000002DK5fAAG,2025-11-26T16:44:59.000+0000,(519)376-0095,,steven.coffey@ipcc.org,(519)376-2978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh287YAA,False,,24055175,0030A0000029aumQAA,0010A000002vzyIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:31:21.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T17:31:21.000+0000,005OH000004oiYEYAY,2025-11-26T17:31:22.000+0000,005OH000004oiYEYAY,2025-11-26T17:31:22.000+0000,(519)966-0101,,michael.fox@ipcsecurities.com,(519)966-5209,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh3NSYAY,False,,24050693,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Inquired about dental coverage for root canal and crown for her son.
Client does not have prior dental coverage.
Recommended Select Plus plan with Major Dental, as it includes routine and major dental coverage.
Advised there is a 3-month waiting period for major dental services.
Client mentioned the root canal is needed in December, which would fall within the waiting period.
Suggested exploring the Canadian Dental Care Plan for potential assistance based on family net income.
Provided the phone number for the Canadian Dental Care Plan",True,2025-11-26T19:06:59.000+0000,False,False,005OH000007edoDYAQ,2025-11-26T16:26:55.000+0000,005OH000007edoDYAQ,2025-11-26T19:06:59.000+0000,005OH000007edoDYAQ,2025-11-26T19:06:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh3dcYAA,False,,24052808,0030A0000029nRRQAY,0010A000002wAIxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"User is not able to sign into Workspace as they are receiving the error message 1281. I then told user to change the association to MGA as they were putting Advisor. User then received ERR-W1283. Instructed user to self guid ""Forget password"". 
User did not receive the link and so I authenticated user and ""reset password"". 
User did not have access to the email she was useing and indicating the emails were being forward to her gmail. (Which is why the email link did not come)
Updated email to gmail and told user to self guide to reset password and then only received the email reset link. 
Set up MFA (Salesforce authenticator)  

Code: C0177
Old Email: carolliang@crius.ca 
New email: liangxiaomiao88@gmail.com 

***************************************************
Good afternoon, Xiaomiao

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding signing into your Workspace account!
 
I'm glad I was able to assist you with updating your email address to liangxiaomiao88@gmail.com and helping you with the self-guided option of resetting your password for Workspace. Please remember to change how you are associated to Canada Life to “MGA” on the drop-down option when signing in. Now when you sign into your Workspace account you will use your Salesforce mobile authenticator to accept. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T17:18:10.000+0000,False,False,005OH00000BG5v4YAD,2025-11-26T16:56:02.000+0000,005OH00000BG5v4YAD,2025-11-26T17:19:10.000+0000,005OH00000BG5v4YAD,2025-11-26T17:19:10.000+0000,(905)597-3669,(416)893-8280,carolliang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh4BaYAI,False,,24056141,003OH000005BPmiYAG,001OH000006ZrKeYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnecting MFA.,Medium,"***DDS*** 11/26/25
Name: baljit kaur-Dhinsa
Phone: 416-871-4848
Agent code: E8281 
Reference: KB0020738

Hello Baljit

Thank you for contacting Workspace Support today regarding Disconnecting MFA

To recap our call for today:

We disconnected MFA
You re-connected MFA (Google Authenticator)
You had logged in, logged out and back in again successfully.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-26T18:03:06.000+0000,False,False,005OH00000BGeeHYAT,2025-11-26T17:44:44.000+0000,005OH00000BGeeHYAT,2025-11-26T18:03:07.000+0000,005OH00000BGeeHYAT,2025-11-26T18:03:07.000+0000,(416)871-4848,,dhinsa2015@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh4ufYAA,False,,24053566,0035o000007WVF6AAO,0015o000008CzxLAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,“Redwood error” on Simple protect.,Medium,"***DDS*** 11/26/25
Name: Keegan Allison
Phone: 306-370-9518
Agent code: F6342 A5396
Reference: KB0022199

Hello Keegan,

Thank you for contacting Workspace Support today regarding “Redwood error” on Simple protect.

To recap our call today:

We went to the New Businees web app and updated preferences.
Updated the Advisor code.
Tried again and now application worked.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-26T17:21:09.000+0000,False,False,005OH00000BGeeHYAT,2025-11-26T17:07:13.000+0000,005OH00000BGeeHYAT,2025-11-26T17:21:09.000+0000,005OH00000BGeeHYAT,2025-11-26T17:21:09.000+0000,(306)986-1357,(306) 370-9518,kallison@bmabenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh4wEYAQ,False,,24051997,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:45:18.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T16:45:18.000+0000,005OH000004oiYEYAY,2025-11-26T16:45:18.000+0000,005OH000004oiYEYAY,2025-11-26T16:45:18.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh5SZYAY,False,,24056041,0030A0000029XMlQAM,0010A000002vwx4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:43:25.000+0000,False,False,0055o000001h4cFAAQ,2025-11-26T17:43:25.000+0000,0055o000001h4cFAAQ,2025-11-26T17:43:25.000+0000,0055o000001h4cFAAQ,2025-11-26T17:43:25.000+0000,(204)444-5678,,investments@obstax.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh6V2YAI,False,,24053071,0030A000004GcvyQAC,0010A0000051pujQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:00:03.000+0000,False,False,0055o000001h4cFAAQ,2025-11-26T17:00:03.000+0000,0055o000001h4cFAAQ,2025-11-26T17:00:03.000+0000,0055o000001h4cFAAQ,2025-11-26T17:00:03.000+0000,(204)590-6235,(204) 590-6235,evan@driedgerfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh6jYYAQ,False,,24052814,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:56:06.000+0000,False,False,005OH000005URvxYAG,2025-11-26T16:56:06.000+0000,005OH000005URvxYAG,2025-11-26T16:56:06.000+0000,005OH000005URvxYAG,2025-11-26T16:56:06.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh6oOYAQ,False,,24055108,0030A0000029hzhQAA,0010A000002w5mGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:30:20.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T17:30:20.000+0000,005OH000004Ir1xYAC,2025-11-26T17:30:20.000+0000,005OH000004Ir1xYAC,2025-11-26T17:30:20.000+0000,(403)209-4049,,steele@coveredbysteele.com,(403)265-8720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh6yCYAQ,False,,24057566,0035o000005sIJsAAM,0015o000006Q9rJAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:05:48.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T18:05:48.000+0000,005OH000004Ir1xYAC,2025-11-26T18:05:48.000+0000,005OH000004Ir1xYAC,2025-11-26T18:05:48.000+0000,(780)893-7680,(407) 557-5717,kimlizewei@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh79NYAQ,False,,24055384,0030A0000029iLpQAI,0010A000002w65kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Scott,

Our team has received your request to provide Client Listings report for Advisor code 99014. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Scott,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
YTFP75J71Q 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 













This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



Good Afternoon,

Can I get a block / client listing of my Canada Life policies through PPI.

Branch SATNF and code is 99014.

Regards,


 
Scott Neil, RHU
Financial Security Advisor

Please visit our website at:  www.murphyneil.ca 
And visit our Facebook page by searching: @MurphyNeilFinancial05

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé) veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T17:34:22.000+0000,False,False,005OH0000088z1hYAA,2025-11-26T17:34:22.000+0000,005OH0000088z1hYAA,2025-11-26T17:39:27.000+0000,005OH0000088z1hYAA,2025-11-26T17:39:27.000+0000,(709)778-4125,,sneil@murphyneil.ca,(709)237-5125,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh7neYAA,False,,24052710,0030A0000029cAvQAI,0010A000002w0zIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:54:42.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T16:54:42.000+0000,0055o000002DK5fAAG,2025-11-26T16:54:43.000+0000,0055o000002DK5fAAG,2025-11-26T16:54:43.000+0000,(905)832-4572,,scott.olynick@edwardjones.com,(866)462-7285,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh7pJYAQ,False,,24056983,0035o000006npyqAAA,0015o000007OtPwAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:57:21.000+0000,False,False,0055o000001h4cFAAQ,2025-11-26T17:57:21.000+0000,0055o000001h4cFAAQ,2025-11-26T17:57:22.000+0000,0055o000001h4cFAAQ,2025-11-26T17:57:22.000+0000,(204)925-7420X7405,(204)925-7420,ronald.waterman@investdfsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh8ALYAY,False,,24056148,0035o000005kYUhAAM,0015o000006JDRRAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:44:48.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T17:44:48.000+0000,005OH000004Ir1xYAC,2025-11-26T17:44:48.000+0000,005OH000004Ir1xYAC,2025-11-26T17:44:48.000+0000,(587)357-8292,,yanzhiliu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gh9PfYAI,False,,24052389,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:50:31.000+0000,False,False,005OH000005URvxYAG,2025-11-26T16:50:31.000+0000,005OH000005URvxYAG,2025-11-26T16:50:32.000+0000,005OH000005URvxYAG,2025-11-26T16:50:32.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghAH0YAM,False,,24057077,003G0000018f6z4IAA,0010A000002wP1iQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to password protect a document,Medium,"Advisor has no issue with workspace, he just wanted to know how to password protect a document that he want to share. He has a new computer and I tried to give him the steps how to do it. Unfortunately he cant follow through it and referred him their IT department for better assistance or call the computer tech manufacturer
=================

Hi Darren,

Thank you for contacting the workspace support about the guidance on how to password protect a document/attachment that you want to send through your email.

We have tried to provide you the steps and guidance on how we do it as we send this kind of document on our end. Unfortunately, since you have a brand-new computer and this concern of yours is something that is out of workspace. You may reach out to your IT department or call the computer manufacturer’s customer service line for additional guidance.

My apologies for the inconvenience and thank you for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-26T18:46:40.000+0000,False,False,005OH00000BFPZHYA5,2025-11-26T17:58:50.000+0000,005OH00000BFPZHYA5,2025-11-26T19:07:14.000+0000,005OH00000BFPZHYA5,2025-11-26T19:07:14.000+0000,(519)998-2009,(519) 998-2009,darrenbailey@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghATlYAM,False,,24051969,003OH00000O22BIYAZ,001OH00000TCiUVYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client's name is incorrectly spelled on workspace,Medium,"Confirmed that the clients first name is incorrectly spelled. escalated to ClientInformationSystem.Support@canadalife.com and provided the clients details
Policy # 410242259
DOB - 09/30/1962
Name of Client: Melaney Povey
Followed the KB0015432
=========================

Hi Jan,

Just got a confirmation from the team that they have updated the details of your client Melaney Povey. Please check if the update is already reflecting into workspace or you may give it sometime for it to reflect at the later time. Let us know if the update is not showing after 24 hours so we can work on it further.

Thank you for your patience and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   


Hi Jan,

Thank you for contacting the workspace support about your client’s details as the first name is incorrectly spelled in workspace.

We have done the investigation and as a result we have escalated it to the team that will be able to update the clients first name in workspace. I will be proving you an update through this follow up email once it is worked on.

Thank you for letting us know about this situation and have a good day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-26T17:10:24.000+0000,False,False,005OH00000BFPZHYA5,2025-11-26T16:44:54.000+0000,005OH00000BFPZHYA5,2025-11-26T19:31:59.000+0000,005OH00000BFPZHYA5,2025-11-26T19:31:59.000+0000,(780)702-5807X226,,don@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghAokYAE,False,,24052088,0035o000007jj7cAAA,0015o000008RPtbAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:46:37.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T16:46:37.000+0000,005OH000007fgYjYAI,2025-11-26T16:46:37.000+0000,005OH000007fgYjYAI,2025-11-26T16:46:37.000+0000,(819)812-1022,819-578-0865,gabriel@laforteresse.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghBpjYAE,False,,24054785,003OH00000TutneYAB,001OH00000aTOe6YAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:25:25.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T17:25:25.000+0000,0055o000002DK5fAAG,2025-11-26T17:25:25.000+0000,0055o000002DK5fAAG,2025-11-26T17:25:25.000+0000,(905)309-6777,,scott@autonomyfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghDLEYA2,False,,24054751,0030A0000029brDQAQ,0010A000002w0huQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:24:56.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T17:24:56.000+0000,005OH00000BfjndYAB,2025-11-26T17:24:56.000+0000,005OH00000BfjndYAB,2025-11-26T17:24:56.000+0000,(604)606-3388,(604) 889-9133,bosco.li@johnstonmeier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghDhlYAE,False,,24052546,0030A0000029gKaQAI,0010A000002w4ONQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Needs help Opening Email,Medium,"Hello Joginder,

The email that has the subject line of:  Client Listing Report – 24047969 is an encrypted email.  To open this email, you will need a one-time passcode that gets emailed to you by Microsoft 365.

In your email it should look like something like this


1.	Please double click or allow images to view the encrypted email message fully as it will not be shown as preview. Below is an example error message.
 
                
 
2.	Once  “Click Here” is displayed. Please follow the prompts to view the encrypted email message. If not, you can still click on the area to open the link.

A separate code sent to your inbox or mobile device from your email service (ex. Microsoft/Google) 
i.	Please allow a few minutes or more for your email service to send the code as it will only accept the most recent code
ii.	Please copy and paste the code to eliminate any mishaps

 

 
3.	Once you have access to view the encrypted message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password provided.
a.	The only time you input the password I provided,  TMVKLWXT48 is shown below as reference. (Make sure if you are copy and pasting there’s no extra space)
 
 



The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	N/A Client listing
Client Name:	N/A
Caller Name:	Joginder suri
Caller Relationship:	Advisor
Advisor Code:	H6582
Caller authenticated?	Yes
Language:	English
Send To:	wealthreportingsupport@canadalife.com

Acknowledgement call required?	Yes
Correspond By:	Email
Caller's Phone Number:	416 893-3686
Caller's Fax #	
Caller's Email Address:	ysuri@yogisuri.com

Caller's Mailing Address:	
Date of Birth:	
Permission to leave voicemail?	No
Email Security Permission?	Yes
Referral Reason:	Other
Follow-up #	None
Submitter Employee ID:	LL77833

Additional Details:
Joginder advised they had requested a client listing recently for all seg fund clients under the code above and they have received the listing today however, it is encrypted and requires a password. The email does not provide an option for the advisor to click to have another email sent with the password and they are not sure how to open it. The email was sent from businessreporting@canadalife.com If possible, please reach out to Joginder and provide instructions on how to open this encrypted email or send the client listing not encrypted. Thank you. 

________________________________________
**This email is being sent from a general delivery mailbox. Please do not reply to this email - Replies are not monitored. If further clarification is required, please email Call Centre Feedback.**",True,2025-11-26T16:52:50.000+0000,False,False,005OH0000088z1hYAA,2025-11-26T16:52:50.000+0000,005OH0000088z1hYAA,2025-11-26T17:08:41.000+0000,005OH0000088z1hYAA,2025-11-26T17:08:41.000+0000,(416)893-3686,4168933686,ysuri@yogisuri.com,(905)604-3477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghEM7YAM,False,,24054490,003G0000018f6qEIAQ,0010A000002wOrxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM decom,Medium,"*******
Hi Michael   , thank you for contacting the workspace support today.

To recap our call, we spoke about the CRM decommissioning and your access. Your TSP Zia should be able to assist you here is her contact zia.hameed@canadalife.com. Please let me know if you have any issues.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T17:49:27.000+0000,False,False,005OH00000BFQFCYA5,2025-11-26T17:20:57.000+0000,005OH00000BFQFCYA5,2025-11-26T17:49:27.000+0000,005OH00000BFQFCYA5,2025-11-26T17:49:27.000+0000,(519)885-5177,(519) 571-4648,mike@cotewealth.ca,(519)696-2964,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghFV3YAM,False,,24052922,0030A0000029c59QAA,0010A000002w0tuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T16:57:45.000+0000,False,False,005OH000005URvxYAG,2025-11-26T16:57:45.000+0000,005OH000005URvxYAG,2025-11-26T16:57:46.000+0000,005OH000005URvxYAG,2025-11-26T16:57:46.000+0000,(780)257-4000,,kanchanbahl@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghGnlYAE,False,,24056620,0030A0000029fsFQAQ,0010A000002w3wzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:51:54.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T17:51:54.000+0000,005OH000004Ir1xYAC,2025-11-26T17:51:55.000+0000,005OH000004Ir1xYAC,2025-11-26T17:51:55.000+0000,(403)300-1212,,admin@mcclaryfinancial.com,(403)452-5910,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghHNEYA2,False,,24057401,0030A0000029g8TQAQ,0010A000002w4CPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:03:22.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T18:03:22.000+0000,005OH00000BfonJYAR,2025-11-26T18:03:23.000+0000,005OH00000BfonJYAR,2025-11-26T18:03:23.000+0000,(604)729-7934,,info@suzannejacobfinancial.ca,(604)270-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghHWxYAM,False,,24059932,0030A0000029VXyQAM,0010A000002vvR0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:40:13.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T18:40:13.000+0000,005OH00000BfonJYAR,2025-11-26T18:40:13.000+0000,005OH00000BfonJYAR,2025-11-26T18:40:13.000+0000,(604)272-2129,,ddtl44@shaw.ca,(604)274-2129,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghI7yYAE,False,,24053646,0030A0000029idVQAQ,0010A000002w6JOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:08:14.000+0000,False,False,005OH000005URvxYAG,2025-11-26T17:08:14.000+0000,005OH000005URvxYAG,2025-11-26T17:08:14.000+0000,005OH000005URvxYAG,2025-11-26T17:08:15.000+0000,(780)439-3535X2,780-990-8291,apexfinancialservicesinc@gmail.com,(780)439-2115,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghIRLYA2,False,,24054450,0030A0000029aOsQAI,0010A000002vzYgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:20:26.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T17:20:26.000+0000,005OH00000BfjndYAB,2025-11-26T17:20:27.000+0000,005OH00000BfjndYAB,2025-11-26T17:20:27.000+0000,(604)420-7077,,allyco.insurance@gmail.com,(604)420-2400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghJGyYAM,False,,24054647,0030A0000029eo1QAA,0010A000002w33dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:23:08.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T17:23:08.000+0000,0055o000002DK5fAAG,2025-11-26T17:23:09.000+0000,0055o000002DK5fAAG,2025-11-26T17:23:09.000+0000,(905)642-4540,,jmorse@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghKMnYAM,False,,24055794,0030A0000029dVdQAI,0010A000002w21eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application issue - INC1872744,Medium,"*** DDS 28NOV2025 ***
user confirmed successful submission
*** DDS 28NOV2025 ***
advised to try again, schedule a call if issue persists
*** DDS 26NOV2025 ***
INC1872744 submitted

Tym Diehl
B3331
tj.diehl@ig.ca


Advisor is not able to submit application and getting error message. Issue has been escalated to the second level support team.

Hello DDS leaders,

Advisor is trying to fill out the application in simple protect but they are getting error message that 3 fields required attention, click here to view that field. when he clicks on the link, its not going anywhere. 

•	Full Name: Tym Diehl
•	User ID: 07604
	
•	Advisor commission code: B3331
•	Email: tj.diehl@ig.ca
•	Phone:  905-650-2065
•	Application number- 60922172-0
•	error code/colour : There is no error code but when member hits submit application, they are getting error message that 3 fields require attention, click here to view that field. when he clicks on the link, its not going anywhere. 

 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 ----------------------------

Hi TJ,

That is excellent news, thank you very much for confirming! I will mark the incident as resolved. Don’t hesitate to reach out to our team if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Diehl, T J <TJ.Diehl@ig.ca> 
Sent: November 28, 2025 11:47 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Gaebel, Amanda <amanda.Gaebel@canadalife.com>; EIS Support <EISSupport@ig.ca>
Subject: RE: [EXT] RE: Simple protect application issue Case-24055794/INC1872744

I was able to submit the application. Thank you. TJ TJ Diehl Estate & Insurance Specialist - EIS Cell – 905-650-2065 Servicing: Calgary AB / Southwestern Ontario HNW / Private Client / Advanced Case Support Member of the Power Financial
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I was able to submit the application.

Thank you.

TJ

 

TJ Diehl 
Estate & Insurance Specialist - EIS
Cell – 905-650-2065

Servicing:

Calgary AB / Southwestern Ontario
HNW / Private Client / Advanced Case Support

Member of the Power Financial Corporation Group of Companies



LEGAL NOTICE

This message (including attachments, if any) is intended only for the use of the addressee, and may contain privileged or confidential information.  Please do not forward this message without the sender's permission.  Any unauthorized distribution, copying, disclosure or dissemination of this transmission is strictly prohibited.  Taking of any income tax or legal action in reliance on the contents of this transmission is strictly prohibited without guidance from a tax or legal professional. If you are not (one of) the intended recipient(s), if you receive this transmission in error or if it is forwarded to you without the express authorization of IG Wealth Management or I.G. Insurance Services Inc, please destroy this transmission and contact us immediately.  Thank-you


---------------------------------
Hello Tym,

We have heard back from our Digital hub team regarding this application, and the team has advised that they have updated the database. Please let me know if you can proceed with the application. If the issue persists, please let me know your availability for a call so we can do a screensharing session and I can capture additional errors.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
-----------------------
Hello Tym,

Thank you for calling workspace support team with simple protect application issue.

I have escalated the issue to second level support team. Once I heard back from them, I will provide you an update. I appreciate your patience while we are working on this.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T17:44:41.000+0000,False,False,005OH000006wv2TYAQ,2025-11-26T17:40:03.000+0000,005OH00000BFiyTYAT,2025-11-28T17:44:42.000+0000,005OH000006wv2TYAQ,2025-11-28T17:44:42.000+0000,(403)284-0494,,tj.diehl@investorsgroup.com,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghL2gYAE,False,,24058889,0030A0000029bzhQAA,0010A000002w0orQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:25:26.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T18:25:26.000+0000,005OH000003ds0PYAQ,2025-11-26T18:25:26.000+0000,005OH000003ds0PYAQ,2025-11-26T18:25:26.000+0000,(705)521-1444,,rmalette@assante.com,(705)521-1450,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghLIlYAM,False,,24054790,0031600002a9N1sAAE,0010A000002wOHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:25:29.000+0000,False,False,0050A000000XQhmQAG,2025-11-26T17:25:29.000+0000,0050A000000XQhmQAG,2025-11-26T17:25:29.000+0000,0050A000000XQhmQAG,2025-11-26T17:25:29.000+0000,(902)401-4166,(902) 401-4166,djones@ldwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghLNdYAM,False,,24058025,003OH00000GoZZGYA3,0015o000008CyxxAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:12:21.000+0000,False,False,0055o000002KxaMAAS,2025-11-26T18:12:21.000+0000,0055o000002KxaMAAS,2025-11-26T18:12:21.000+0000,0055o000002KxaMAAS,2025-11-26T18:12:21.000+0000,780-446-9411,780-446-9411,charity@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghLsHYAU,False,,24057965,003G0000018f7xBIAQ,0010A000002wQ3MQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:11:33.000+0000,False,False,0055o000001h4cFAAQ,2025-11-26T18:11:33.000+0000,0055o000001h4cFAAQ,2025-11-26T18:11:34.000+0000,0055o000001h4cFAAQ,2025-11-26T18:11:34.000+0000,(204)992-1000,(204) 880-5669,mdaoust@taxvantage.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghMrWYAU,False,,24054607,0030A0000029b8gQAA,0010A000002w0AaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:22:32.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T17:22:32.000+0000,005OH00000BfjndYAB,2025-11-26T17:22:33.000+0000,005OH00000BfjndYAB,2025-11-26T17:22:33.000+0000,(250)960-2233,,mclaren@mycommonwealth.ca,(250)562-4649,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghNh9YAE,False,,24055972,0030A0000029ejoQAA,0010A000002w2zzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:42:28.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T17:42:28.000+0000,005OH00000BfjndYAB,2025-11-26T17:42:28.000+0000,005OH00000BfjndYAB,2025-11-26T17:42:28.000+0000,(250)612-3546,,cbloodoff@integriscu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghNvjYAE,False,,24059182,0035o000007YKrZAAW,0015o000008EqENAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"****DDS***11/26/2025
User called for assistance with workspace registration, but failed authentication, referred to MGA to get Advisor code. 


*****email chain****
Hello Lynne, 

     Thank you for contacting Canada life workspace support, it was a pleasure speaking with you today. As discussed, I could not proceed with the registration assistance as you did not pass authentication. The advisor code provided does not match what we have on file, it would be best to reach out to your MGA to verify the code. After confirming you can reply to this email, and I can set up a time to walk you through the registration process. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




Hello Lynne, 

     From what I can you are currently not set up for workspace yet; I am not too familiar with the workspace ID you speak of. The reason I suggested to reach out to your MGA was to verify your Advisor’s Advisor code for authentication. If you have any questions, please don’t hesitate to reach out. Have a good day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Roadhouse, Lynne <Lynne.Roadhouse@ig.ca> 
Sent: November 26, 2025 2:23 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] MGA Workspace registration- #24059182

Hi Busayo A. Thank you for trying to help me set up my access. I did end up finding my workspace ID, which means I am registered for sure. Would that help, or do I still need to reach out to my MGA? Lynne Roadhouse Coordinator, Region Office
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Busayo A.
 
Thank you for trying to help me set up my access.  I did end up finding my workspace ID, which means I am registered for sure.  Would that help, or do I still need to reach out to my MGA?
 
Lynne Roadhouse
Coordinator, Region Office Operations 
Greater Vancouver East RO 32 I Abbotsford DO 59
604.853.8111    Lynne.Roadhouse@ig.ca",True,2025-11-26T18:55:27.000+0000,False,False,005OH00000BFQFHYA5,2025-11-26T18:29:38.000+0000,005OH00000BFQFHYA5,2025-11-26T21:06:31.000+0000,005OH00000BFQFHYA5,2025-11-26T21:06:31.000+0000,(604)431-0117,,jason.waters@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghO3mYAE,False,,24056422,0030A0000029lW8QAI,0010A000002w8g0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:48:48.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T17:48:48.000+0000,005OH00000BfjndYAB,2025-11-26T17:48:48.000+0000,005OH00000BfjndYAB,2025-11-26T17:48:48.000+0000,(778)214-7574,(778) 214-7574,aliceday8975@gmail.com,(250)717-5707,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghOTXYA2,False,,24059990,0030A0000029WakQAE,0010A000002vwI7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:41:05.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T18:41:05.000+0000,005OH000003ds0PYAQ,2025-11-26T18:41:06.000+0000,005OH000003ds0PYAQ,2025-11-26T18:41:06.000+0000,(905)542-1140,,,(905)542-1145,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghOWlYAM,False,,24057880,003G0000018f7xBIAQ,0010A000002wQ3MQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:10:26.000+0000,False,False,0055o000001h4cFAAQ,2025-11-26T18:10:26.000+0000,0055o000001h4cFAAQ,2025-11-26T18:10:27.000+0000,0055o000001h4cFAAQ,2025-11-26T18:10:27.000+0000,(204)992-1000,(204) 880-5669,mdaoust@taxvantage.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghOYPYA2,False,,24058573,003OH000006WgQXYA0,001OH0000086l6DYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,RR-W1281,Medium,"Caller's Name: Tristan Stronach
Advisor or support staff: Advisor 
Advisor Code: Didn't know this. 
Advisor Name: Tristan Stronach	
Phone: (647) 530-5650 
Email: tristan@wisegroup.ca		
1. Siebel verification: completed. Partial as he didn't know his advisor code.
2. Last Login to Workspace: not sure when
Issue: trying to access workspace. no clue what his advisor code is. not receiving any emails to re-set. ERR-W1281

FINDINGS: KB0020560, 
he didn't know his advisor code so couldn't complete verification. advised him he would need to contact contracts&compensation@canadalife.com 

SF PROFILE SHOWS TEST DUMMY USER
HE HAS TO REGISTER FOR WORKSPACE
checked ISAM, NO NAME FOUND WITH Tristan Stronach. SEARCHED HIS EMAIL ALSO, tristan@wisegroup.ca	NOTHING FOUND IN ISAM.
he has no idea what if anything he created for userid, not sure who DM is.

RESOLUTION: ADVISED HIM TO CONTACT CONTRACTS AND LICENSING FIRST AND THEN DM

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000001wOxSYAU%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH000006XnjNYAS%26cntc%3D003OH000006XnjNYAS%26id%3D005OH000001wOxSYAU

--------------------------------------***DDS  11/26/2025***--------------------------
Hello Tristan,

Thank you for contacting Workspace Support today regarding not being able to access Workspace.

As discussed, you were unable to provide your advisor code to complete verification. Please reach out to contracts&compensation@canadalife.com  to inquire as to what your advisor code is. 

Please also update your address on file with contracts&compensation@canadalife.com

You also have not registered for Workspace access from what I can see.

To register for Workspace access you will need to know the User ID/password you previously created (formerly repnet id). 

Please check your files, if you’re unable to locate this information, you will need to contact Distribution_Methodology@canadalife.com to inquire further however they may also need your advisor code to authenticate.

They would have sent you information to register for a User ID or they will advise what your User ID is if you have created one. 

If you haven’t you will need to first get that done once Distribution Methodology confirms whether you have one or need to be setup.

After you’ve registered for a User ID/password, please note this down, as you will then need this along with your advisor code to register for Workspace access after 48hrs. 

To register for Workspace access once you have all the information, you can go to Register. If you need help once you have the information, do let us know, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-26T18:45:42.000+0000,False,False,005OH00000AUS7aYAH,2025-11-26T18:20:53.000+0000,005OH00000AUS7aYAH,2025-11-26T18:45:42.000+0000,005OH00000AUS7aYAH,2025-11-26T18:45:42.000+0000,(647)530-5650,,tristan@wisegroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghOi5YAE,False,,24058066,0030A000002pPYWQA2,0010A000003aT71QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:13:13.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T18:13:13.000+0000,005OH00000BfonJYAR,2025-11-26T18:13:13.000+0000,005OH00000BfonJYAR,2025-11-26T18:13:13.000+0000,(778)294-0018,(604) 818-2678,lloyd@familytreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghPaxYAE,False,,24060206,0030A0000029dKNQAY,0010A000002w1t8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:43:49.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T18:43:49.000+0000,005OH00000BfonJYAR,2025-11-26T18:43:50.000+0000,005OH00000BfonJYAR,2025-11-26T18:43:50.000+0000,(250)924-3317,(250) 618-3317,seanjonas@hotmail.com,(250)924-3318,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghPhJYAU,False,,24054791,0035o000007bcHcAAI,0015o000008IBARAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:25:29.000+0000,False,False,005OH000005URvxYAG,2025-11-26T17:25:29.000+0000,005OH000005URvxYAG,2025-11-26T17:25:30.000+0000,005OH000005URvxYAG,2025-11-26T17:25:30.000+0000,(780)702-5070,,kern@123retire.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghQlUYAU,False,,24057806,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Code Tan - Submitting an application.,Medium,"***DDS*** 11/26/25
Name: Mary Ann REYNOLDS
Phone: 613-985-2155
Agent code: F4091
Reference: KB0022199

Tried 
Please have the Advisor Craig go into the new business Web App and set his preferences.
Please make sure the correct email address and advisor code has been entered. 
You were able to update the preferences and add the advisor code.
You were able to successfully add the application.

still does not work.
sending to Service Leaders inbox.",True,2025-11-26T18:56:27.000+0000,False,False,005OH00000BGeeHYAT,2025-11-26T18:09:12.000+0000,005OH00000BGeeHYAT,2025-11-26T18:56:27.000+0000,005OH00000BGeeHYAT,2025-11-26T18:56:27.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghQn3YAE,False,,24055005,0030A000006bmpUQAQ,0010A000002vtq4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:28:52.000+0000,False,False,005OH000005URvxYAG,2025-11-26T17:28:52.000+0000,005OH000005URvxYAG,2025-11-26T17:28:52.000+0000,005OH000005URvxYAG,2025-11-26T17:28:52.000+0000,(780) 206-8555,,petkauphil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghQqOYAU,False,,24059288,003OH00000TN9I6YAL,001OH00000Zm0XuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access to Constellation,Medium,"****DDS****11/26/25 

As per KB - KB0019930 How to questions would go to WelathSolutions email inbox

****DDS****11/26/25 

User is unable to access Constellation - provided a screenshot of where to locate the tool in WS 
===============================================================================
 
****Email Chain****

Hello Jacklyn, 

Thank you for your email and sorry about the mix-up there. 

For password related requests and Business-related questions, please reach out to wealthsolutions@canadalife.com.
@Wealth Solutions, kindly assist Jacklyn with their request below.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jacklyn Lane <jacklyn@changinglanesfinancial.ca> 
Sent: November 26, 2025 2:37 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: User ID and PW for Constellation please! - 24059288

Hi there, I can access constellation through workspace. IN Constellation, when I try to import client info from Investment Centre, it asks for the Investment Centre user name and pw. That’s what I need. Jacklyn Lane MBA LLQP IFC Financial Security
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there, 

I can access constellation through workspace. 

IN Constellation, when I try to import client info from Investment Centre, it asks for the Investment Centre user name and pw. 

That’s what I need.

 

 
 
Jacklyn Lane MBA LLQP IFC
Financial Security Advisor
Changing Lanes Financial, Partner
Investment Representative
Quadrus Investment Services Ltd.

416-892-0790
https://www.changinglanesfinancial.ca

From: Workspace Support <WorkspaceSupport@canadalife.com>
Date: Wednesday, November 26, 2025 at 1:32 PM
To: Jacklyn Lane <jacklyn@changinglanesfinancial.ca>
Subject: RE: User ID and PW for Constellation please! - 24059288
Hello Jacklyn,
 
Thank you for contacting Workspace Support. 
 
To access Constellation, please login to your Workspace Direct account. From the Overview page, scroll down to the other tools and platforms section and click on the link as per the screenshot below.
 
 
 
If you experience any issue with this, please send us an email with a screenshot of the error message displayed. Please also provide your web browser’s name ( Google Chrome, Microsoft Edge, Firefox, etc.).
 
 
We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards,
 
Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
From: Jacklyn Lane <jacklyn@changinglanesfinancial.ca>
Sent: November 25, 2025 10:07 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] User ID and PW for Constellation please!
 
Hi there, I’ve been asked for my user ID and password to get into investment centre. I’ve only ever gone in through Workspace so will need these to get into Constellation. Thanks!! Jacklyn Lane MBA LLQP IFC Financial Security Advisor Changing
Hi there, I’ve been asked for my user ID and password to get into investment centre. I’ve only ever gone in through Workspace so will need these to get into Constellation. 
 
Thanks!!
 
 
Jacklyn Lane MBA LLQP IFC
Financial Security Advisor
Changing Lanes Financial, Partner
Investment Representative
Quadrus Investment Services Ltd.

416-892-0790
https://www.changinglanesfinancial.ca",True,2025-11-26T18:31:17.000+0000,False,False,005OH0000097FtCYAU,2025-11-26T18:31:17.000+0000,005OH0000097FtCYAU,2025-11-26T22:37:06.000+0000,005OH0000097FtCYAU,2025-11-26T22:37:06.000+0000,(416)892-0790,,jacklyn@changinglanesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghRWLYA2,False,,24065840,0030A0000029dqZQAQ,0010A000002w2H7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DFSA,Medium,"Advisor associate needed assistance on how to fill DFSA form.
********************
Hi Michelle    , thank you for contacting the workspace support today.

To recap our call, you wanted clarification on how the contributor to the DFSA spousal application would be able to sign authorization forms, your regional sales associate should be able to assist their name is Teri Kokaritis Teri.kokaritis@canadalife.com.
If you have any issues, please let me know.


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T20:21:18.000+0000,False,False,005OH00000BFQFCYA5,2025-11-26T20:05:00.000+0000,005OH00000BFQFCYA5,2025-11-26T20:29:07.000+0000,005OH00000BFQFCYA5,2025-11-26T20:29:07.000+0000,(778)893-8892,(778) 893-8892,xiaomei73@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghSwwYAE,False,,24056330,0030A0000029l3hQAA,0010A000002w8GMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:47:19.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T17:47:19.000+0000,005OH00000BfjndYAB,2025-11-26T17:47:19.000+0000,005OH00000BfjndYAB,2025-11-26T17:47:19.000+0000,(778)772-8141,(778) 772-8141,ginafdd2002@outlook.com,(604)515-0710,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghTZgYAM,False,,24060907,0030A0000029ivZQAQ,0010A000002w6WrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:53:40.000+0000,False,False,005OH000002iJPDYA2,2025-11-26T18:53:40.000+0000,005OH000002iJPDYA2,2025-11-26T18:53:40.000+0000,005OH000002iJPDYA2,2025-11-26T18:53:40.000+0000,(604)438-3699,(604) 723-6886,maggieding@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghTkvYAE,False,,24055727,0035o000005iSb7AAE,0015o000006HDHPAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:39:06.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T17:39:06.000+0000,005OH000004Ir1xYAC,2025-11-26T17:39:06.000+0000,005OH000004Ir1xYAC,2025-11-26T17:39:06.000+0000,(250)402-6088,,meagen.knoop@edwardjones.com,(877)629-5662,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghTxsYAE,False,,24058907,0030A0000029cV5QAI,0010A000002w1D7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:25:38.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T18:25:38.000+0000,005OH00000BfjndYAB,2025-11-26T18:25:39.000+0000,005OH00000BfjndYAB,2025-11-26T18:25:39.000+0000,(604)789-7363,,gracetsangfinancial@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghU9EYAU,False,,24058797,0030A0000029iPPQAY,0010A000002w68qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Set up,Medium,"Assisted the advisor in resetting his MFA successfully
===========

Hi Michael,

Thank you for contacting the workspace support about not able to access your workspace.

We have identified that we need to reset your multi-factor authenticator app and disconnect previous MFA that was connected to your workspace. We were able to successfully reset your MFA and have your access back to workspace.

I do appreciate your time and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T18:44:10.000+0000,False,False,005OH00000BFPZHYA5,2025-11-26T18:24:06.000+0000,005OH00000BFPZHYA5,2025-11-26T18:51:52.000+0000,005OH00000BFPZHYA5,2025-11-26T18:51:52.000+0000,(519)804-9269X1112,1112,mike@erbanderbfinancial.com,(519)741-1977,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghW1FYAU,False,,24056204,0030A0000029kQgQAI,0010A000002w7mJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:45:37.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T17:45:37.000+0000,005OH00000BfjndYAB,2025-11-26T17:45:37.000+0000,005OH00000BfjndYAB,2025-11-26T17:45:37.000+0000,(604)897-8736,,toddxsr@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghWcMYAU,False,,24057028,0030A0000029bMAQAY,0010A000002w0KHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:58:11.000+0000,False,False,005OH000007fgYjYAI,2025-11-26T17:58:11.000+0000,005OH000007fgYjYAI,2025-11-26T17:58:12.000+0000,005OH000007fgYjYAI,2025-11-26T17:58:12.000+0000,(514)427-1540,,pascal.liboiron@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghWkQYAU,False,,24056644,003G0000018f6ZaIAI,0010A000002wOWfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Having Payor removed from policy #310078693 due to his passing - INC1931293,Medium,"****DDS****December 11, 2025 - Samantha

Successor holder has been removed as requested.

======================================================================================

***DDS Nov.26/2025***
User was inquiring about having the payor James Reid removed from Anna Reid's policy #310078693 due to his passing. Provided CSC contact info to user to have that updated on their end.

***DDS Dec.8/2025***
Had user send in screenshots of the update not reflected in Workspace but reflecting in the IC. Responded to the user and advised this has been escalated. Forwarded email thread to L2 for further investigation.

****Email****

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Hello Samantha

Thank you for the update.  Enjoy your day☺


Regards, 
Sonia Williams
Advisor Support Associate
Stepright Capital Planning Inc.
48B Main Street S
P.O.Box 429
St George, ON
N0E 1N0
Phone: 519-448-3477
Email:  sonia@stepright.ca

Important: This e-mail and any attachments may contain confidential and privileged information of Stepright Capital Planning Inc. and/or its affiliates, subsidiaries, and clients and is intended only for the addressee(s). If you have received this email by mistake, please notify the sender by email immediately and delete this email from your system. If you are not the intended recipient, you should not copy, disclose, or otherwise disseminate the contents of this email; such use would be strictly prohibited and possibly illegal. 
Please consider the environment before printing this email






From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Thursday, December 11, 2025 4:01 PM
To: Sonia Williams <sonia@stepright.ca>
Subject: INC1931293 - RE: Anna Reid -- RRIF #310078693 - Case - 24056644

Hello Sonia,

Thank you for your patience while our digital partners review the request to have the successor holder removed from your client’s policy.

The successor holder has been removed. Please sign into Workspace at anytime to view.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 1:34 PM
To: Williams, Sonia <sonia@stepright.ca>
Subject: RE: Anna Reid -- RRIF #310078693 - Case - 24056644

Hello Sonia, 

Thank you for providing those attachments. We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

Take care.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Sonia Williams <sonia@stepright.ca> 
Sent: December 8, 2025 12:13 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Anna Reid -- RRIF #310078693 - Case - 24056644

Hello Saleman As per your email below, I have included the client’s summary from workspace and her TFSA with her successor holder. Regards, Sonia Williams Advisor Support Associate Stepright Capital Planning Inc. 48B Main Street S P. O. Box 429

Hello Saleman    

As per your email below, I have included the client’s summary from workspace and her TFSA with her successor holder.  

Regards, 
Sonia Williams
Advisor Support Associate
Stepright Capital Planning Inc.
48B Main Street S
P.O.Box 429
St George, ON
N0E 1N0
Phone: 519-448-3477
Email:  sonia@stepright.ca

Important: This e-mail and any attachments may contain confidential and privileged information of Stepright Capital Planning Inc. and/or its affiliates, subsidiaries, and clients and is intended only for the addressee(s). If you have received this email by mistake, please notify the sender by email immediately and delete this email from your system. If you are not the intended recipient, you should not copy, disclose, or otherwise disseminate the contents of this email; such use would be strictly prohibited and possibly illegal. 
Please consider the environment before printing this email







From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Monday, December 8, 2025 2:06 PM
To: Sonia Williams <sonia@stepright.ca>
Subject: RE: Anna Reid -- RRIF #310078693 - Case - 24056644

Hello Sonia, 

Can you please provide a screenshot of Workspace not showing the change reflected so we can investigate this further.

Thank you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Sonia Williams <sonia@stepright.ca> 
Sent: December 8, 2025 10:24 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Anna Reid -- RRIF #310078693 - Case - 24056644

Hello Saleman As per your email, I have contacted client service centre, and the TFSA successor holder and the spousal rrif indicator has been removed from investment center and reflects on fundeserv. On workspace the update has not reflected

Hello Saleman


As per your email, I have contacted client service centre, and the TFSA successor holder and the spousal rrif indicator has been removed from investment center and reflects on fundeserv.  On workspace the update has not reflected the change.  Please advise.

Regards, 
Sonia Williams
Advisor Support Associate
Stepright Capital Planning Inc.
48B Main Street S
P.O.Box 429
St George, ON
N0E 1N0
Phone: 519-448-3477
Email:  sonia@stepright.ca

Important: This e-mail and any attachments may contain confidential and privileged information of Stepright Capital Planning Inc. and/or its affiliates, subsidiaries, and clients and is intended only for the addressee(s). If you have received this email by mistake, please notify the sender by email immediately and delete this email from your system. If you are not the intended recipient, you should not copy, disclose, or otherwise disseminate the contents of this email; such use would be strictly prohibited and possibly illegal. 
Please consider the environment before printing this email






From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, November 26, 2025 1:26 PM
To: Sonia Williams <sonia@stepright.ca>
Subject: RE: Anna Reid -- RRIF #310078693 - Case - 24056644

Hello Sonia, 

Thanks for contacting the Workspace Support team regarding having the payor James Reid removed from policy #310078693 due to his passing.

Please contact the Client Service Centre at 1-888-252-1847. They will be able to assist you further in this matter.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Sonia Williams <sonia@stepright.ca> 
Sent: November 24, 2025 11:22 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Anna Reid -- RRIF #310078693 - Case - 24056644

Hello I am writing to follow up on Anna Reid policy #310078693 that the payor James Reid should be removed due of his passing. I have observed that the update has been successfully reflected within the investment center However, I am noting

Hello 

I am writing to follow up on Anna Reid policy #310078693 that the payor James Reid should be removed due of his passing.   I have observed that the update has been successfully reflected within the investment center   However, I am noting that the change does not reflect on workspace.  Could you please investigate and advise me of any update .  



Regards, 
Sonia Williams
Advisor Support Associate
Stepright Capital Planning Inc.
48B Main Street S
P.O.Box 429
St George, ON
N0E 1N0
Phone: 519-448-3477
Email:  sonia@stepright.ca

Important: This e-mail and any attachments may contain confidential and privileged information of Stepright Capital Planning Inc. and/or its affiliates, subsidiaries, and clients and is intended only for the addressee(s). If you have received this email by mistake, please notify the sender by email immediately and delete this email from your system. If you are not the intended recipient, you should not copy, disclose, or otherwise disseminate the contents of this email; such use would be strictly prohibited and possibly illegal. 
Please consider the environment before printing this email",True,2025-11-26T18:26:00.000+0000,False,False,005OH000002iN7pYAE,2025-11-26T17:52:13.000+0000,005OH00000BFQFBYA5,2025-12-12T22:33:07.000+0000,005OH000002iN7pYAE,2025-12-12T22:33:07.000+0000,(519)448-3477,(519) 754-5040,wayne@stepright.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghX3mYAE,False,,24056874,003G000001YiRMVIA3,0010A000002wSo8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,SF Notes not Included in CRM Data Extraction,Medium,"Quadrus Advisor, Rylan Gebhart (ADSL F7802), reporting SF notes not included in CRM Data Extraction; sent reply confirming .snote files will only include notes entered into WS; offered additional support if needed

Monday, Dec. 15th 2025 - Rylan reported SF notes (.snote files) not included in CRM; confirmed Account History under ADSL WS account; prepped escalation to L2 as per Assist/KB0022802; confirmed with Assist that we would need more information to confirm ""Account History"" vs ""Notes"" - asked user to please contact Workspace Support team to review CRM data together; am attaching email thread and prepped Incident Intake form to this case if needed by other DDSS 

Source of Triage: KB0022802, Assist 

***EMAIL CHAIN***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 15, 2025 2:28 PM
To: Gebhart, Rylan <rylan@rgwealth.ca>
Subject: RE: Download missing info. Colby Rushfeldt - SF Case #24056874

Hi Rylan, 

Thanks for reaching out! 
We have taken a look under your Advisor Solutions Workspace account and can see that the Activity History you’ve referenced is still available under Colby’s Account page: 


If you would like to confirm if Colby’s note files (or any other expected data) are truly missing from your CRM Data Extraction – kindly please give us a call so that we can review view your screen and walk through your data files together. Once confirmed, we can escalate this to our Digital Lab Team for further investigation if needed. 

The Workspace Support team is available by phone Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. Simply provide the Digital Distribution Support Specialist with your SF Case #24056874 and they will be able to access this email thread. 

We look forward to hearing from you soon! In the meantime, if you have any other questions, please don’t hesitate to reach out - we will be happy to assist. 

Thanks and take care!

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Rylan Gebhart <Rylan@rgwealth.ca> 
Sent: December 12, 2025 12:13 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Download missing info. Colby Rushfeldt.

Good afternoon, 

I have another case where files did not dowload

My client has 1 note in the download.

 

But on workspace he has way more… I have attached activity.

So the download isnt a full download?  Do I lose years of info here?



Rylan Gebhart
Financial Security Advisor
Investment Representative
Quadrus Investment Services Ltd
Phone 306-527-7491
Fax  306-586-1282
Email Rylan@rgwealth.ca
122-335 Hoffer Dr.
Regina, Sk. S4N 6E2

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 11:00 AM
To: Gebhart, Rylan <rylan@rgwealth.ca>
Subject: RE: notes downloads - SF Case #24056874

Hi Rylan,

Thank you for reaching out to Workspace Support – we would be happy to look these missing client notes with you!
To clarify, are you reporting that your CRM Data Extraction files did not include two client notes from 2019 that were entered in Salesforce only? 

If so – your CRM Data Extraction files will only contain notes (.snote files)  that were entered into Workspace. To open an .snote file, either use Windows Notepad or macOS Text Editor depending on your system. 

We hope this helps answer your question! 

However, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Rylan Gebhart <Rylan@rgwealth.ca> 
Sent: November 24, 2025 10:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] notes downloads

Good afternoon, 

I am in the process of getting my files downloaded and notes cleaned up.

One of my client had 2 note entries not come over…  they are from 2019.

Do these not come over?  Or was it because it was salesforce?



 	Rylan Gebhart
Financial Security Advisor
Investment Representative
Quadrus Investment Services Ltd
Phone 306-527-7491
Fax  306-586-1282
Email Rylan@rgwealth.ca
122-335 Hoffer Dr.
Regina, Sk. S4N 6E2

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.",True,2025-11-26T17:55:47.000+0000,False,False,005OH00000BFQFDYA5,2025-11-26T17:55:47.000+0000,005OH00000BFQFDYA5,2025-12-15T21:33:20.000+0000,005OH00000BFQFDYA5,2025-12-15T21:33:21.000+0000,(306)586-0905,(306) 527-7491,rylan@rgwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghXOlYAM,False,,24058456,0030A0000029lzvQAA,0010A000002w91tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:19:05.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T18:19:05.000+0000,005OH00000BfjndYAB,2025-11-26T18:19:06.000+0000,005OH00000BfjndYAB,2025-11-26T18:19:06.000+0000,(250)262-6587,,denisclan@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghXyFYAU,False,,24056974,003G0000018f70BIAQ,0010A000002wP2oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Removing delegate access,Medium,"Caller's Name:  Karin OReilly
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Karin OReilly	
Phone: 
Email: Karin.OReilly@rlfg.ca		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: please let me know how I remove access for a retired admin person . The link in this email sent to me does not work 

RESOLUTION:  SENT INSTRUCTIONS ON HOW TO REMOVE FROM WORKSPACE/ADSL AND ALSO HOW TO REMOVE FROM MGA/SEND TPA FORM TO DM.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001gkauQAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028xF3QAI%26cntc%3D0030A0000028xF3QAI%26id%3D0050A000001gkauQAA

--------------------------------------***DDS  11/26/2025***--------------------------
UPDATE RECEIVED ADVISING
Thank you , that worked 
Karin 


--------------------------------------***DDS  11/26/2025***--------------------------
Hello Karin,

Thank you for contacting Workspace Support.

To access Workspace, please go to https://workspace.canadalife.com/

Sign in and you can then remove the delegates following the steps below.

Click your name in Workspace in the top right corner, 
Click ”My Settings” 
Click the “Manage Delegates” tab 
 
 


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/26/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/26/2025***--------------------------
Can you please let me know how I remove access for a retired admin person . The link in this email sent to me does not work 
Thank you
Karin 



Dear Karin OReilly,

On October 1st, 2025, we sent you an email requesting your response, which we have not yet received.

We conducted a system access review and found that the following users have delegate access to the Workspace application under your name.

Below is the list of your Workspace delegate users as of September 26th, 2025:

Jonathan Jolkowski
 Wilhelmina Lynn Blunt
 Patti Chamberlain
 Michele McIntyre
 Zachariah MacDonald


Please review the list above and take one of the following actions:

A) If changes are required, follow the current BAU process to remove or add delegate access. Then, reply to CanadaLifeTechnologyProgram@canadalife.com confirming that the changes have been implemented.
 
IMPORTANT: In case help is needed, please refer to page 19 of the guide ""Getting Started in Workspace"" using the link https://www.acp.canadalife.com/content/dam/advisors/documents/learning/en_ca/Getting-started-in-Workspace.pdf.

B) If no changes are required, please reply to CanadaLifeTechnologyProgram@canadalife.com confirming that no changes are needed.

Please complete either A or B by November 30th, 2025

Thank you in advance for your cooperation,


Regards,

Canada Life Technology Program
Advisor Network
CanadaLifeTechnologyProgram@canadalife.com
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
__________________________________________________________________",True,2025-11-26T19:15:18.000+0000,False,False,005OH00000AUS7aYAH,2025-11-26T17:57:13.000+0000,005OH00000AUS7aYAH,2025-11-26T21:02:24.000+0000,005OH00000AUS7aYAH,2025-11-26T21:02:24.000+0000,(705)995-2910X4243,(705) 492-7468,karin.oreilly@rlfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghYO7YAM,False,,24059391,0030A0000029iqbQAA,0010A000002w6T6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:32:41.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T18:32:41.000+0000,005OH000003ds0PYAQ,2025-11-26T18:32:41.000+0000,005OH000003ds0PYAQ,2025-11-26T18:32:41.000+0000,(613)539-7369,,rickmaraczi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghZTlYAM,False,,24056928,0030A0000029W37QAE,0010A000002vvtkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:56:39.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T17:56:39.000+0000,005OH000004Ir1xYAC,2025-11-26T17:56:40.000+0000,005OH000004Ir1xYAC,2025-11-26T17:56:40.000+0000,(403)547-7566,(403) 630-2674,ash@sharmaandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghZbpYAE,False,,24056949,0030A0000029n59QAA,0010A000002w9zZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T17:56:54.000+0000,False,False,005OH000005URvxYAG,2025-11-26T17:56:54.000+0000,005OH000005URvxYAG,2025-11-26T17:56:55.000+0000,005OH000005URvxYAG,2025-11-26T17:56:55.000+0000,(780)421-9255,,may@maychan.ca,(780)421-9256,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghaPsYAI,False,,24058607,0030A0000029oGQQAY,0010A000002wAwaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:21:17.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T18:21:17.000+0000,005OH00000BfjndYAB,2025-11-26T18:21:17.000+0000,005OH00000BfjndYAB,2025-11-26T18:21:17.000+0000,(250)860-9494,(250) 317-1563,cellingboe@peakgroup.com,(250)860-6408,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghaZVYAY,False,,24057173,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:00:08.000+0000,False,False,005OH000005URvxYAG,2025-11-26T18:00:08.000+0000,005OH000005URvxYAG,2025-11-26T18:00:08.000+0000,005OH000005URvxYAG,2025-11-26T18:00:08.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghauUYAQ,False,,24057457,0035o000005sIJsAAM,0015o000006Q9rJAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:04:07.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T18:04:07.000+0000,005OH000004Ir1xYAC,2025-11-26T18:04:07.000+0000,005OH000004Ir1xYAC,2025-11-26T18:04:07.000+0000,(780)893-7680,(407) 557-5717,kimlizewei@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghbiWYAQ,False,,24061430,003G0000018f6S3IAI,0010A000002wOOOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Link to Forms & Processes,Medium,"Peter Drum
User keeps getting error : 403 Forbidden when trying to access workspace.
Provided troubleshooting steps for user over email to try and get back to us if the issue persists.
Update received November 27th, 2025: Issue resolved.

Email:
----------
Good morning,

So far, it appears that your suggestion to clear the history and restart has been successful.

Thanks.

Peter Drum, B.A., CFP, CLU, CHS, EPC
Certified Financial Planner
Investment Representative
Quadrus Investment Services Ltd.
Cell:  416-624-7899
peter.drum@pjdfinancial.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, November 26, 2025 2:02 PM
To: Peter Drum <peter.drum@pjdfinancial.ca>
Subject: Link to Forms & Processes - 24061430 

Hello Peter,

Thank you for contacting Workspace Support concerning the error message you are getting when you try to access Forms and Processes.

To resolve this issue, please try the following troubleshooting steps:

STEP 1: Clear your cache and history
You can do this by selecting ctrl+shift+delete and then select the option to delete all history from the device. 
 
STEP 2: Close and reopen the browser then try to access the link to forms and processes again.
 
STEP 3: If you still do not have access after trying the first two steps, please try accessing the page from another browser.
 
Please let me know if this issue persists after troubleshooting.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Peter Drum <peter.drum@pjdfinancial.ca> 
Sent: November 26, 2025 12:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Link to Forms & Processes not working

Hello, I called the laptop service desk about this but they say it’s a Workspace support question. For the past couple of days I’ve been able to use Workspace for everything except Forms & Processes. When I click on that the

Hello,

I called the laptop service desk about this but they say it’s a Workspace support question.
For the past couple of days I’ve been able to use Workspace for everything except Forms & Processes.  When I click on that the page that comes up says “403 forbidden”.  Certainly an ominous warning.  LOL.

Please advise.

My advisor codes:  F0354 and LL 06711-8
Regional office:  1290
My cell phone:  416-624-7899

Peter Drum, B.A., CFP, CLU, CHS, EPC
Certified Financial Planner
Investment Representative
Quadrus Investment Services Ltd.
Cell:  416-624-7899
peter.drum@pjdfinancial.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-26T19:02:27.000+0000,False,False,005OH00000BGf2TYAT,2025-11-26T19:00:52.000+0000,005OH00000BGf2TYAT,2025-11-27T16:05:23.000+0000,005OH00000BGf2TYAT,2025-11-27T16:05:23.000+0000,(416)624-7899,(416)624-7899,peter.drum@pjdfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghc8IYAQ,False,,24058106,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The customer discussed moving an account from another firm to the agent's firm. The agent provided information about the firm's risk-managed portfolio options, including details on the Canadian equity ETF. The customer was interested in a more conservative balanced portfolio for a 5-year time frame. The agent agreed to send the customer more details on the risk-managed portfolio and compare it to other options.",True,2025-11-26T18:13:52.000+0000,False,False,005OH000005URvxYAG,2025-11-26T18:13:52.000+0000,005OH000005URvxYAG,2025-11-26T18:20:51.000+0000,005OH000005URvxYAG,2025-11-26T18:20:51.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghf2wYAA,False,,24060470,0030A0000029ZtPQAU,0010A000002vz7UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:47:38.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T18:47:38.000+0000,005OH000003ds0PYAQ,2025-11-26T18:47:38.000+0000,005OH000003ds0PYAQ,2025-11-26T18:47:38.000+0000,(905)434-6161,,,(905)436-5068,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghga9YAA,False,,24061209,003OH0000080eouYAA,001OH000009n7PoYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:57:59.000+0000,False,False,0055o000002KxaMAAS,2025-11-26T18:57:59.000+0000,0055o000002KxaMAAS,2025-11-26T18:57:59.000+0000,0055o000002KxaMAAS,2025-11-26T18:57:59.000+0000,(780)217-5913,,kdjfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghgevYAA,False,,24058350,0030A0000029XsyQAE,0010A000002vxOvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,email not received for password reset,Medium,"wei chew
wei.chew@pragmagroup.ca
D9456

Advisor is not receiving password reset email. Their account has been unlocked after authentication, it was locked due to multiple login attempts.

Hello Wei,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

To recap, you are trying to reset your password, but you are not receiving email. Please contact your email domain administrator to whitelist Canada life emails. As we have verified you are using the correct email address. Also, your account was locked due to multiple login attempts. After authentication, I have unlocked your account. Please let me know if the issue is still same and we can connect.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T18:36:48.000+0000,False,False,005OH00000BFiyTYAT,2025-11-26T18:17:21.000+0000,005OH00000BFiyTYAT,2025-11-26T18:36:48.000+0000,005OH00000BFiyTYAT,2025-11-26T18:36:48.000+0000,(780)340-2189,,wei.chew@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghggcYAA,False,,24060041,0030A0000029oYlQAI,0010A000002wBBNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:41:44.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T18:41:44.000+0000,005OH00000BfonJYAR,2025-11-26T18:41:44.000+0000,005OH00000BfonJYAR,2025-11-26T18:41:44.000+0000,(778)881-5836,,ehsiao@wgholdings.ca,(800)935-4832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghgiCYAQ,False,,24064287,0030A000003UMlwQAG,0015o0000088WNEAA2,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer is planning to retire in the next few months and is looking for a spousal health and dental plan to cover himself and his wife. The agent provided details on the coverage options, including prescription drugs, paramedical services, vision care, and emergency travel medical coverage. The agent recommended a plan that covers dental, healthcare, and vision, without prescription drug coverage, as the customer's current medications are already covered under the Ontario drug benefit program. The monthly cost for the recommended plan is $397, while the plan with prescription drug coverage would be $541. The customer will review the information provided and follow up with the agent if they have any additional questions (ai generated).",True,2025-11-26T20:16:49.000+0000,False,False,005OH000006wbdFYAQ,2025-11-26T19:42:54.000+0000,005OH000006wbdFYAQ,2025-11-26T20:16:50.000+0000,005OH000006wbdFYAQ,2025-11-26T20:16:50.000+0000,15193805307 EXT 0 x0,,rarmstrong@sinteris.ca,15196765791 EXT,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wbdFYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghgv7YAA,False,,24060442,0030A0000029pQ4QAI,0010A000002wBsWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WS Only Reflecting 7/10 Beneficiaries for User,Medium,"CL Associate, Rosalie King, reporting that WS is only displaying 7/10 beneficiaries for a GIC Renewal Statement for client Florence Cridland 340006099. Customer Service Specialist (Wealth Reporting) reporting all 10 Beneficiaries are showing in their system; asked user to confirm GIC Renewal Statement details before escalation

Also Nov. 26th 2025 - User had replied saying issue was resolved, am closing case

Also Nov. 26th 2025 - User replied with escalated feedback for ""Customer Care""; confirmed with Assist Line and referred user to their RSA Wealth Jessica Leung for further support 

Nov. 27th 2025 - RSA Wealth is no longer Jessica Leung but Gretta Styles (informed RSA SF is not updated); user confirmed GIC Interest rate escalation has been resolved ( remainder of emails attached to case as msg. file)

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 3:34 PM
To: Rosalie King <rosalieking@shaw.ca>
Cc: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>; Wray, Laura <Laura.Wray@canadalife.com>; Cuberos, Tomas <Tomas.Cuberos@canadalife.com>; ISP Customer Care <ISP_Customer_Care@canadalife.com>; Leung, Jessica <Jessica.Leung@canadalife.com>
Subject: RE: FW: [EXT] Fwd: Fwd: Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099 - SF Case #24060442

Hi Rosalie,

Our pleasure! 
  
Take care,
  
Georgia
***
From: Rosalie King <rosalieking@shaw.ca> 
Sent: November 26, 2025 2:49 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>; Wray, Laura <Laura.Wray@canadalife.com>; Cuberos, Tomas <Tomas.Cuberos@canadalife.com>; ISP Customer Care <ISP_Customer_Care@canadalife.com>; Leung, Jessica <Jessica.Leung@canadalife.com>
Subject: Fwd: FW: [EXT] Fwd: Fwd: Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099 - SF Case #24060442

Thank you Georgia, for hearing me and for your understanding and for taking action in inviting Jessica to intervene. Hopefully, this issue can get settled today and that I can get this GIC paperwork mailed to client today. Much appreciated. Have a good day.
Rosalie King :-)

***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 2:24 PM
To: Rosalie King <rosalieking@shaw.ca>; Leung, Jessica <Jessica.Leung@canadalife.com>
Cc: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>; Wray, Laura <Laura.Wray@canadalife.com>; Cuberos, Tomas <Tomas.Cuberos@canadalife.com>; ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: RE: FW: [EXT] Fwd: Fwd: Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099 - SF Case #24060442

Hi Rosalie,

Thank you for sharing this with us! 

We’re so sorry to hear that you’ve experienced delays in your communications with Customer Care and that, as a result, it has impacted your business as usual. That sounds really frustrating and we understand your concern completely. 

Since, unfortunately, GIC Renewal Rates don’t fall under the scope of the Workspace Support team we would like to refer you to your Wealth Regional Sales Associate – Jessica Leung - so that they may best direct your feedback to the appropriate team! 

@Leung, Jessica – may you please connect with Rosalie regarding this critical issue? 

Again, we apologize for any inconvenience this may have caused both you and your clients and hope that you will be able to process your GIC paperwork shortly! 

In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

And again, if you have a moment, we invite you to share any feedback you may have about your experience with us here at Workspace Support by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
***
From: Rosalie King <rosalieking@shaw.ca> 
Sent: November 26, 2025 1:39 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>; Wray, Laura <Laura.Wray@canadalife.com>; Cuberos, Tomas <Tomas.Cuberos@canadalife.com>; ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: Fwd: FW: [EXT] Fwd: Fwd: Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099 - SF Case #24060442

Thank you Georgia for your last 2 emails. The emailed questions started to Laura on Fri 21 Nov 25 and when I saw her response email stating that she was away, I forwarded to the email that she recommended resulting in Tomas taking excellent care of all of my concerns very quickly. My email was sent Fri 21 Nov 25 and by Mon aft 24 Nov 25 I discovered that all 10 beneficiaries were showing on Workspace. Also on 24 Nov 25 afternoon, I was able to view my commission statement that I was requesting. So I am very happy with Workspace's responses giving me more faith in Canada Life. However this faith is under suspicion as it appears that customer care  is either absent or overwhelmed. All I asked them is what Canada Life's 4 yr GIC interest rate was on 17 Nov 25 and if it is not 1.80%, but rather 2.05% would they alter her GIC Renewal rate. Apparently, theirs is the only department that can answer this, which is so annoying. I can't find any history of their rates anywhere else. If the rate is in fact 1.80% then I could have posted the renewal paperwork to Florence on Monday 24 Nov 25.  Odd to me that the posted rate for 48 mos is  now higher, ie 2.05% at a time that rates are declining in general. So far, I  have made 2 phone calls to the only Canada Life phone # available to me, sent 2 emails to customer care and 2 different agents at the other end of my 2 phone calls have sent messages to customer care. So in total, customer care has received 4 written messages. Still no response and the rate still shows the same on Workspace. So I don't know if they have addressed my question or not. I did ask them to let me know their response. But in the 2 former situations their only response was to change it on Workspace for me to discover on my own. So I am in the dark. I told her POA's that I was posting her GIC paperwork to her on Mon 24 Nov 25 which I now regret. Now it will cause me to take more unpaid time to communicate to POAs that paperwork was not sent at the time that I said it would, then to notify them when it does get to the mailbox, meaning more unpaid time. Time is money for those who are on commission.
Rosalie King

***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 12:58 PM
To: Rosalie King <rosalieking@shaw.ca>
Cc: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>; Wray, Laura <Laura.Wray@canadalife.com>; Cuberos, Tomas <Tomas.Cuberos@canadalife.com>
Subject: RE: FW: [EXT] Fwd: Fwd: Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099 - SF Case #24060442

Hi Rosalie,

This is Workspace Support again! We are so glad that your GIC Renewal Statement is now reflecting all 10 beneficiaries as expected. 

We will now be closing this case as Resolved, but as always, if you require any additional support or have any other questions – please feel free to reach out and we will be happy to assist! 

The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
***
From: Rosalie King <rosalieking@shaw.ca> 
Sent: November 24, 2025 2:36 PM
To: Cuberos, Tomas <Tomas.Cuberos@canadalife.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>; Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>; Wray, Laura <Laura.Wray@canadalife.com>
Subject: Fwd: FW: [EXT] Fwd: Fwd: Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099

Hello Tomas & All
Thank you for your response:
[1] Thank you for confirming that all is in place regarding POA's and I assume all  Canada  Life's 'Identification of a third party individual'. There was confusing communication as to what/which required follow-up. 
[2] I have now been able to print from Workspace, a confirmation statement for renewal of Florence's 15 Nov 25 Renewal in a 4 yr term that shows complete with all ten of her beneficiaries. As you supposed only 7 were showing up on your Workspace Portal last Friday.
[3]  I have now been able to print from Workspace, my commission statement which includes the above business.
Thank you to all. Have an enjoyable day.  
Rosalie King :-)
***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 12:02 PM
To: rosalieking@shaw.ca
Cc: Cuberos, Tomas <Tomas.Cuberos@canadalife.com>; Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: RE: [EXT] Fwd: Fwd: Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099 - SF Case #24060442

Hi Rosalie,

This is Workspace Support – reaching out based on a request from Wealth Operations (thanks Tomas)! 

We would be happy to look into this issue further with you.

We understand that client Florence Cridland (340006099) should be displaying 10 beneficiaries within Workspace. However, the GIC Renewal Statement that you were able to find within Workspace only reflects 7 of the expected 10. 

To investigate this issue further – would you mind confirming the date of the GIC Renewal Statement please? Specifically, does this date fall after all 10 beneficiaries were added to Florence’s policy or is there a chance that there were only 7 beneficiaries listed at the time of the statement? 

If the date of the GIC Renewal Statement falls after all Beneficiary Change forms were processed and confirmed by the Client Services Centre – we will happily escalate this to our Digital Lab Team for further investigation! 

In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Cuberos, Tomas <Tomas.Cuberos@canadalife.com> 
Sent: November 24, 2025 11:54 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Cc: rosalieking@shaw.ca
Subject: FW: [EXT] Fwd: Fwd: Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099

Hello Rosalie

[1] Correct. Typically, we do not reach out unless something is outstanding/missing in the submission. The updated information provided for the POA’s has been received/handled. All AML information was been captured, re-reviewed and considered in-good-order.

[2] I can confirm the beneficiary change was completed April 15, 2024. I believe there must be a discrepancy on our portal site, where perhaps something did not flow through properly, as I can see indeed all ten beneficiaries are accurately being displayed in our system. Workspace support team, please kindly assist Rosalie with part two from the below. Thank you!

[3] Commissions, please kindly assist with part three of the below. Thank you!

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Tomas Cuberos
Customer Service Specialist
Canadian Operations – Wealth
Phone: (519)931-5112 tomas.cuberos@canadalife.com 


 

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Rosalie King <rosalieking@shaw.ca> 
Sent: Friday, November 21, 2025 8:20 PM
To: Wray, Laura <Laura.Wray@canadalife.com>
Subject: [EXT] Fwd: Fwd: Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099

[1] Thank you Laura for confirming the Karla's 'Identification of a third party individual' was approved. I will assume that Cory Shearer's is also approved unless I hear anything to the contrary. His was emailed to Canada Life on 17 Oct 25. 
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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ZjQcmQRYFpfptBannerEnd
[1] Thank  you Laura for confirming the Karla's 'Identification of a third party individual' was approved. I will assume that Cory Shearer's is also approved unless I hear anything to the contrary. His was emailed to Canada Life on 17 Oct 25. I have not received anything in regards to this since that date.  I figured that Canada Life would let me know if anything was amiss, which method is typical of most of the companies that I deal with.
[2] I was trying to find a GIC Renewal statement on Workspace, to mail to Florence. I finally located one. However this statement shows only 7 of her named beneficiaries. If you cannot correct this yourself, would you please forward my request to the person that can and ask him/her to let me know when it is corrected on Workspace so that I can process this at my end? 
[3] I note that a commission was sent to me from Canada Life on 17 Nov 25, but I cannot find a statement for this on Workspace. I went back as far as 90 days but did not find this commission.  If you cannot correct this yourself, would you please forward my request to the person that can and ask him/her to let me know when it is corrected on Workspace so that I can print this at my end? 
Thank you. 
Rosalie King 61621

-------- Forwarded Message --------
Subject: 	RE: [EXT] Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099
Date: 	Sat, 22 Nov 2025 00:02:36 +0000
From: 	Wray, Laura <Laura.Wray@canadalife.com>

To: 	Rosalie King <rosalieking@shaw.ca>

Hi Rosalie, 
I’m sending a quick email to confirm that Karla Shearer’s POA has been approved and her name has been added to the client’s file as POA. 
Thank you, 
Laura Wray
Senior Customer Service Specialist | Canadian Operations - Wealth
Laura.Wray@canadalife.com | 519-435-7382 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
-------- Forwarded Message -------- 
Subject: 	Fwd: Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099
Date: 	Mon, 17 Nov 2025 19:12:12 -0800
From: 	Rosalie King <rosalieking@shaw.ca>

To: 	Wray, Laura <Laura.Wray@canadalife.com>


Re-sending last 2 emails Laura as I noticed that the attachments were not retained. Now they are. Rosalie King 
-------- Forwarded Message --------
Subject: 	Fwd: [EXT] Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099
Date: 	Mon, 17 Nov 2025 19:07:05 -0800
From: 	Rosalie King <rosalieking@shaw.ca>

To: 	Wray, Laura <Laura.Wray@canadalife.com>

Thank you Laura. I will await your further response. Rosalie King
-------- Forwarded Message -------- 
Subject: 	RE: [EXT] Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099
Date: 	Tue, 18 Nov 2025 01:56:14 +0000
From: 	Wray, Laura <Laura.Wray@canadalife.com>

To: 	Rosalie King <rosalieking@shaw.ca>


Hi Rosalie, 
 
I have reached out to our Compliance Department to follow up. 
 
I will let you know when I receive a response. 
 
Thank you, 
 
Laura Wray
Senior Customer Service Specialist | Canadian Operations - Wealth
Laura.Wray@canadalife.com | 519-435-7382
-------- Forwarded Message -------- 
Subject: 	Fwd: Fwd: Fwd: POAs Florence Cridland / 340006099
Date: 	Mon, 17 Nov 2025 15:27:34 -0800
From: 	Rosalie King <rosalieking@shaw.ca>

To: 	Wray, Laura <Laura.Wray@canadalife.com>


Hi Laura
Has the attached completed Canada  Life's 'Identification of a third party individual' from Karla Shearer been approved and accepted by Canada Life?
Please advise. Thank  you.
Rosalie King
-------- Forwarded Message -------- 
Subject: 	Fwd: Fwd: POAs Florence Cridland / 340006099
Date: 	Thu, 6 Nov 2025 17:20:02 -0800
From: 	Rosalie King <rosalieking@shaw.ca>

To: 	Wray, Laura <Laura.Wray@canadalife.com>


Hi Laura
See attached completed Canada  Life's 'Identification of a third party individual' from Karla Shearer that I received today via scan. Please note the following:
[1] 2nd attachment, page 2 is incorrect as I questioned Karla re her DL # that did not match what she had showed to me on her  original when she was in my office. I left this attachment there as the coloring is different.
[2] 3rd attachment is page 2 with her correct DL # on it.
[3] 4th attachment shows my advisor name and date of receipt on it. 
Please let me know, when you have completed your part to confirm when all is in place for Karla to function as POA for Canada Life on behalf of her aunt, Florence Cridland. 
Lastly see parts of Karla's email below re wrong DL # matter. I also left in this email confirming that her legal surname is Shearer. She sometimes uses her maiden name Hitchcock. 
'-------- Forwarded Message --------
Subject:     Re: POAs  Date:     Thu, 6 Nov 2025 15:51:02 -0800 From:Karla Hitchcock <karla.hitchcock@...> To:Rosalie King <rosalieking@shaw.ca> , CC:Cory Shearer <shearer.cory@....com>
Apologies and good catch I put my medical number and my driver’s licence which is 06135004.
Shearer is my legal last name with Hitchcock being my maiden name.  Thank you,  Karla Shearer'
Thank you.
Rosalie King 
-------- Forwarded Message --------
Subject: 	Fwd: Florence Cridland / 340006099
Date: 	Fri, 17 Oct 2025 11:59:26 -0700
From: 	Rosalie King <rosalieking@shaw.ca>

To: 	Wray, Laura <Laura.Wray@canadalife.com>

Hi  Laura 
Please remind your employees to include all paperwork required when requested by advisors, to prevent all this extra work after client has come to their office appointment.
Attached are:
[1] Canada  Life's 'Identification of a third party individual' pages 1,2 and 3 with Cory Shearer's additions
[2] Canada  Life's 'Identification of a third party individual' page 3 with advisors signature and date of receipt added.
Karla is not well, so we are waiting on her to send her 'Identification of a third party individual' form after she has recovered. At least you have the form of the POA who seems to be the lead POA.
I will be emailing Canada Life beginning of November regarding renewal of her Canada Life GIC due in November.
Rosalie King



-------- Forwarded Message -------- 
Subject: 	Fwd: POAs
Date: 	Thu, 6 Nov 2025 17:01:28 -0800
From: 	Rosalie King <rosalieking@shaw.ca>

To: 	Shearer Karla <karla.hitchcock@gmail.com>

CC: 	Shearer Cory <shearer.cory@gmail.com>


Hi Karla
Re your ID #, I thought as much. Also for confirming that your legal surname is Shearer, since it is on the  POA paperwork for Florence.
Thank you for your Trusted  persons information.  You are correct, this is for if I cannot after repeated attempts, to locate you or Cory. Trusted Person's are not authorized to:
Make transactions on the account for Florence nor to have access to Florence's account nor to make decisions on your behalf regarding Florence.
I have left your Canada Life incorrect page 2 attached and I have added the corrected page 2. Also added is page 3 with my signature and date of receipt added. 
Thank you for getting this all done.   I can't imagine what your time is like with all that you have to do. My name for that is Superwoman!!
Rosalie King :-)
-------- Forwarded Message -------- 
Subject: 	Re: POAs
Date: 	Thu, 6 Nov 2025 15:51:02 -0800
From: 	Karla Hitchcock <karla.hitchcock@gmail.com>

To: 	Rosalie King <rosalieking@shaw.ca>

CC: 	Cory Shearer <shearer.cory@gmail.com>



Apologies and good catch I put my medical number and my driver’s licence which is 06135004. 

I don’t know that we have a trusted person to give. Is this just in the event you need to locate and speak with us? It would probably be my parents at this time. Gladys and Bill Hitchcock, phone number 250-652-3776 email: Gladys.hitchcock@gmail.com

Shearer is my legal last name with Hitchcock being my maiden name. 

Thank you,
Karla Shearer


Sent from my iPhone

On Nov 6, 2025, at 2:42 PM, Rosalie King <rosalieking@shaw.ca> wrote:
 
Hi Karla
Thank you for your attached Canada Life Identification of a Third Party Individual form
Please see page 2 of 3 regarding your Drivers licence ID #. This does not match the # that was on your Drivers licence when you were in my office. Please check, correct this area and resend to me. Sorry to have to do this when you have so many balls that you are currently juggling. But we may as well catch it at this stage.
The other remaining item is for your Trusted Persons, per email dated Wed, 29 Oct 2025 14:01:38 -0700, copied below, when you are able to .
Lastly, I note that your email comes from Karla Hitchcock.  Which is your legal surname? Shearer or Hitchcock?
Thank you.
Rosalie King :-)
-------- Forwarded Message -------- 
Subject: 	Re: Fwd: Fwd: POAs
Date: 	Thu, 6 Nov 2025 13:19:40 -0800
From: 	Karla Hitchcock <karla.hitchcock@gmail.com>

To: 	Rosalie King <rosalieking@shaw.ca>

CC: 	Shearer Cory <shearer.cory@gmail.com>


Hi Rosalie, 

Attached are the signed Canada Life forms you've been waiting to receive from me. Apologies for the long delay in getting these to you. 

Cheers,
Krala

On Wed, Oct 29, 2025 at 4:15 PM Rosalie King <rosalieking@shaw.ca> wrote:
Thank you for your communication Cory. Glad to hear that Karla is better but so sorry to hear that  her mom is now in the hospital. Attention to mom is a  priority for sure. 
Rosalie King 
-------- Forwarded Message --------
Subject: 	Re: POAs
Date: 	Wed, 29 Oct 2025 15:57:28 -0700
From: 	Cory Shearer <shearer.cory@gmail.com>

To: 	Rosalie King <rosalieking@shaw.ca>

CC: 	Karla Shearer <karla.hitchcock@gmail.com>



Thank you for the update Rosalie, 

Again sorry for the delay. Karla is feeling better but her mom has been in the hospital since Oct 21st. We’ve been handling that right now. 

We will get you the required information. 

Cheers,
Cory

Sent from my iPhone

-------- Forwarded Message -------- 
Subject: 	Fwd: Fwd: POAs
Date: 	Wed, 29 Oct 2025 14:01:38 -0700
From: 	Rosalie King <rosalieking@shaw.ca>

To: 	Shearer Cory <shearer.cory@gmail.com>, Shearer Karla <karla.hitchcock@gmail.com>


Hi Cory and Karla
Today I received in today's mail from Canada Life a copy of a letter sent to Florence regarding renewal of her 16 Nov 25 Canada Life GIC. There is no action required on your part other than to let Florence know that this is being attended to. Closer to the maturity date I will be notifying Canada Life that this GIC is to be renewed in a 4 year term as we discussed. I will email you when I do this and I will mail to Florence a copy of this renewal letter and her Updated GIC list after I confirm with Canada Life that it has been renewed.
Hopefully Karla is well  now. A reminder that we are waiting on the following:
- Karla's completion of the 2nd attachment to this email and to send her completed copy to me by email, scan, mail or fax [250] 995-1260 
- Each if your trusted persons names and contact information. Best to provide names of persons that would unlikely to be traveling with you. 
Please give my regards to Florence next time you speak with her. I feel that it is too stressful on her during phone conversations, when I am on the phone to her, with her trying to hear my voice, which I guess is not the right pitch for her. 
Thank you. Have a sunny day. 
Rosalie King  Ph: [250] 995-0007  120 Michigan Street, Victoria BC V8V 1R1

-------- Forwarded Message -------- 
Subject: 	Fwd: POAs
Date: 	Wed, 15 Oct 2025 14:29:59 -0700
From: 	Rosalie King <rosalieking@shaw.ca>

To: 	Shearer Cory <shearer.cory@gmail.com>, Shearer Karla <karla.hitchcock@gmail.com>


Hi Cory and Karla
I trust you enjoyed your Thanksgiving celebrations. 
It looks like Canada Post has resumed delivery services. So now while they are operational, is an opportune time to return the attached paperwork if you have not already done so.
Also, I am asking you if you would provide me with your trusted persons names and contact information in the event that I cannot locate you? Best to provide names of persons that would unlikely to be traveling with you. 
Thank you. Have a sunny day. 
Rosalie King  [250] 995-0007  120 Michigan Street, Victoria BC V8V 1R1

-------- Forwarded Message -------- 
Subject: 	POAs
Date: 	Thu, 9 Oct 2025 15:57:16 -0700
From: 	Rosalie King <rosalieking@shaw.ca>

To: 	Shearer Cory <shearer.cory@gmail.com>, Shearer Karla <karla.hitchcock@gmail.com>



Hi Cory and Karla

I received a notice from Canada Life today regarding additional paperwork that they require re POA for Florence. See attached for each of you is a form entitled 'Identification of a third party individual'.

I have filled in most of these forms but there is sensitive areas that I have not included as I do not have your permission, as yet, to include such information via email. It is your decision as to how you want to fill in the missing information. I can type all in and resend to you if you prefer. Or, you can type in or print and ink in and to return them to me via email, scan, fax [250] 995-1260 to me, or hand deliver into my mail box while Canada Post is still on strike.  I regret having to inconvenience you having to drive around to my office, so I hope that you will have an easier method to return these to me electronically. Canada Life apparently do  have a list regarding requirements for POA paperwork but whoever I communicated with did not check this list, I regret to say. So we were all inconvenienced.

Please check the information that I have filled in on the attached forms for accuracy and let me know if any errors or omissions. The parts that you need to complete are as follows:

Page 1 Section 2: Date of birth

Page 2 About mid way down under heading 'Which valid government-issued documents are you using to verify your identity? ' add your DL ID #, Issue Date, Expiry Date.

Page 3 Under heading '4. Policyowner’s signature' add your signature and date.

Please let me know if you need any help with these forms and let me know if you are hand delivering to my mail box so that I can monitor receipt.

Thank you. Have a happy Thanksgiving weekend.

Rosalie King :-)",True,2025-11-26T20:01:11.000+0000,False,False,005OH00000BFQFDYA5,2025-11-26T18:47:16.000+0000,005OH00000BFQFDYA5,2025-11-27T16:33:38.000+0000,005OH00000BFQFDYA5,2025-11-27T16:33:38.000+0000,(250)995-0007,,rosalieking@shaw.ca,(250)995-1260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghh3GYAQ,False,,24062793,0030A0000029iLpQAI,0010A000002w65kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Resending Encrypted Email w file,Medium,"Hello Scott,
**Follow Up Emal**

Our team has received your request to provide Client Listings report for Advisor code 99014. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T19:21:06.000+0000,False,False,005OH0000088z1hYAA,2025-11-26T19:21:06.000+0000,005OH0000088z1hYAA,2025-11-26T19:22:38.000+0000,005OH0000088z1hYAA,2025-11-26T19:22:38.000+0000,(709)778-4125,,sneil@murphyneil.ca,(709)237-5125,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghh6PYAQ,False,,24062254,0030A0000029eg6QAA,0010A000002w2xKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Application,Medium,"User is requesting for an application for Riff for Seg funds, specifically for the advisor report. 
Called assist for guidance but then the caller disconnected. 

Email: drenaud@financialtrainer.ca
Code: 37544

*****************************************************
Good afternoon, 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
My apologies it appears the call disconnected when you were on hold, however regarding the application form you need please contact the Advisor Service Center as they can provide the forms needed, you can contact them at 1-888-252-1847. 
You can also contact your RSA, Alexandra Neff at alexandra.neff@canadalife.com/ or 416-552-5856 for any operation and process related questions. 

Also please do not hesitate to call us back so we can help you trouble shoot your Workspace account so you can successfully sign in, where you can get the forms needed. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T19:35:28.000+0000,False,False,005OH00000BG5v4YAD,2025-11-26T19:13:02.000+0000,005OH00000BG5v4YAD,2025-11-26T19:35:28.000+0000,005OH00000BG5v4YAD,2025-11-26T19:35:28.000+0000,(519)259-8895,,drenaudcfp@financialtrainer.ca,(519)969-8647,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghhj9YAA,False,,24062196,003G0000018f7jYIAQ,0010A000002wPpwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Help with Opening Email,Medium,"Hey Scott,

That’s a strange one; I’ve never seen that before.  What I will do is send the Encrypted email with the file again (separate email).  Also below are the instructions how to open the encryption email and excel spreadsheet just in case.


The email that has the subject line of:  Client Listing Report is an encrypted email.  To open this email, you will need a one-time passcode that gets emailed to you by Microsoft Office 365.

In your email it should look like something like this


1.	Please double click or allow images to view the encrypted email message fully as it will not be shown as preview. Below is an example error message.
 
                
 
2.	Once  “Click Here” is displayed. Please follow the prompts to view the encrypted email message. If not, you can still click on the area to open the link.

A separate code sent to your inbox or mobile device from your email service (ex. Microsoft/Google) 
i.	Please allow a few minutes or more for your email service to send the code as it will only accept the most recent code
ii.	Please copy and paste the code to eliminate any mishaps

 

 
3.	Once you have access to view the encrypted message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password provided.
a.	The only time you input the password I provided,  YTFP75J71Q is shown below as reference. (Make sure if you are copy and pasting there’s no extra space)
 
 


The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Scott Neil <sneil@murphyneil.ca> 
Sent: November 26, 2025 2:05 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: CLR Password Email - 24055384, 24062196

Good afternoon, It’s saying the message is moved or deleted. Regards, Scott Neil, RHU Financial Security Advisor Please visit our website at: www. murphyneil. ca And visit our Facebook page by searching: @MurphyNeilFinancial05 The contents of
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon,

It’s saying the message is moved or deleted.

Regards,

 
Scott Neil, RHU
Financial Security Advisor

Please visit our website at:  www.murphyneil.ca 
And visit our Facebook page by searching: @MurphyNeilFinancial05

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé) veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 26, 2025 2:11 PM
To: Scott Neil <sneil@murphyneil.ca>
Subject: CLR Password Email - 24055384

Hello Scott,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
YTFP75J71Q
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
 
 
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T19:12:15.000+0000,False,False,005OH0000088z1hYAA,2025-11-26T19:12:15.000+0000,005OH0000088z1hYAA,2025-11-26T19:17:12.000+0000,005OH0000088z1hYAA,2025-11-26T19:17:12.000+0000,(709)237-4122,(709) 682-6275,sneil@murphyneil.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghjcoYAA,False,,24059903,0030A0000029Vd9QAE,0010A000002vvVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to create report,Medium,"Ronald clarke
rpclarkefinancial@outlook.com

Advisor needed help for creating report on infroce client list. Steps provided.
Hello Ronald,

Thank you for contacting workspace support team. I am so happy to assist you with steps to create report for your active clients.

In our today’s call, you wanted to create report for your active clients. I am listing those steps below for your future references. To create a report:

1.	On the overview page, Select “all reports. 
 
2.	On the next screen, click on “all reports” again in left side menu as shown in attached screenshot.
 
3.	Then we searched for Inforce Client list in the search bar. 
 

4.	We selected the Inforce client list report created by workspace admin and then you were able to export the file successfully. Please let me know if you need any assistance. 


I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T18:59:28.000+0000,False,False,005OH00000BFiyTYAT,2025-11-26T18:39:53.000+0000,005OH00000BFiyTYAT,2025-11-26T18:59:28.000+0000,005OH00000BFiyTYAT,2025-11-26T18:59:28.000+0000,(905)331-2090,,rpclarkefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghjrSYAQ,False,,24062068,003OH00000KUkMvYAL,001OH00000P0g2hYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA WS Registration Errors,Medium,"CL user, Cherian Varghese (H3860), reporting issue registering for MGA WS account after creating RepNet User ID and password; email was escalated to DDS; sent email to user offering quick connect to walk through issue together asap

Nov. 27th 2025 - User's reply to email was not available inbox until this morning (unsure what happened); offered to reschedule quick connect or highlighted support line hours if user preferred to call us whenever next available; saw that user was assisted by Manpreet K. under 24086746; sent f/u email to user apologizing again for delay and offering further support in future in needed

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 2:43 PM
To: Cherian Varghese <cherians4@gmail.com>
Cc: Chi, Olivia <olivia.chi@canadalife.com>
Subject: RE: [EXT] Re: WS Registration Issue - SF Case #24062068

Hi Cherian,

Please accept our apologies again that we were unable to connect in time regarding this walkthrough. However, we are happy to see that our colleague, Manpreet K., was able to assist you earlier today and that you are now able to successfully log in to your MGA Workspace account! 

Thank you for your patience while we worked as a team to handle your request. 

As always, if you require any further support or have any other questions, please don’t reach hesitate to reach out and we will be happy to assist! 
 
The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 9:10 AM
To: Cherian Varghese <cherians4@gmail.com>
Cc: Chi, Olivia <olivia.chi@canadalife.com>
Subject: RE: [EXT] Re: WS Registration Issue - SF Case #24062068

Hi Cherian,

I apologize for the delay in my response – our working hours did not align! 

If you are still needing support we are happy to schedule the walkthrough for any other time today or another day? Whatever would work best for you!

To confirm, are you wanting us to call your cell phone listed in your signature: (416) 571-2780?

Or, alternatively, you may always call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 12:31 PM
To: Cherian Varghese <cherians4@gmail.com>
Cc: Chi, Olivia <olivia.chi@canadalife.com>
Subject: RE: WS Registration Issue - SF Case #24062068

Hi Cherian,

This is Workspace Support - reaching out based on a referral (thanks Olivia)! We’re sorry to hear that you’re having issues completing the second step of your MGA Workspace Registration process. 

We would be happy to schedule a quick connect to walk through your registration together and investigate any errors you may be experiencing! Please let us know a date and time that would work for you and we will schedule it in. 

Additionally, if you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email, or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

We look forward to connecting with you soon!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Arnold, Eliese <Eliese.Arnold@canadalife.com> 
Sent: November 26, 2025 11:55 AM
To: King, Georgia <Georgia.King@canadalife.com>
Subject: FW: WS Register

Hey Georgia,

Thank you for your help with this. All the information is in the thread below. The advisor is CHERIAN VARGHESE.
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Chi, Olivia <olivia.chi@canadalife.com> 
Sent: November 25, 2025 9:07 PM
To: WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Cc: Cherian Varghese <cherians4@gmail.com>
Subject: WS Register

Hello WorkSpace Team, 
Could you assist Cherian? He can’t register for WorkSpace after 4-5 days creating RepNet ID and Password.

Thank you.
Warm regards,
Olivia 

Olivia Chi  |Regional Sales Representative, Insurance
Tel: 416-552-3085 |   olivia.chi@canadalife.com
  
 

From: Cherian Varghese <cherians4@gmail.com> 
Sent: November 25, 2025 9:02 PM
To: Chi, Olivia <olivia.chi@canadalife.com>
Subject: [EXT] Re: Welcome to Canada Life!

Hi Olivia, Even after 4-5 days, I could not register for Workspace Please advise the reason Thanking you in advance With Best regards, Cherian Varghese (Joy) Cell: 416 571 2780 E-mail: cherians4@ gmail. com Website : www. centum. ca/cherian_varghese
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Olivia,

Even after 4-5 days, I could not register for Workspace 

Please advise the reason

Thanking you in advance

With Best regards,

Cherian Varghese (Joy)
Cell: 416 571 2780 
E-mail: cherians4@gmail.com 
Website : www.centum.ca/cherian_varghese  or
               www.MILIFEINSURANCE.ca
https://ia.ca/tfsa-calculator?cuid=ctIKoyv8
                   ""Your Referrals Appreciated""

N.B: If you don't like to receive future correspondences, it is possible to unsubscribe from this contact list at any time by phone,mail or email

CONFIDENTIALITY NOTICE: This message is intended solely for the individual or entity to whom it is addressed. It contains privileged and confidential information which is not to be disclosed without the sender's express consent. If you are not the intended recipient of this message or an authorized representative thereof, please notify the sender by email and then destroy this message as well as all other existing copies. Thanks in advance for your action 

DISCLAIMER
I am NOT a Tax Professional, If you have any queries on tax related issues, please consult with your own Tax Professional


On Thu, Nov 20, 2025 at 11:01 AM Chi, Olivia <olivia.chi@canadalife.com> wrote:
Hello Cherian,
Welcome to Canada Life!
At Canada Life, we always look for ways to make doing business with us easy for you. With our web applications, writing new business has never been this easy. Depending on the case you are working on, you can either use SimpleProtect™ or the New Business web application. Please refer to the attached reference materials. 
 
If you have not already registered for Workspace, please use this link and click Register to create Repnet userID and password: https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do?logout=clicked
 
Name:  CHERIAN VARGHESE             
Distributor code:  H3860
Activation code:  1-1EXLMVG
After you created the Repnet userID and password, please wait 24-48 hours, then use this link to register Workspace: https://lifeco.my.site.com/workspace/s/login/SelfRegister
 
How to prepare for multi-factor authentication
Download a multi-factor authenticator tool.
•	We recommend the Salesforce Authenticator for mobile devices.
o	For iPhone, get the app from the App Store - Opens in a new window. 
o	For Android devices, get the app from Google Play. - Opens in a new window 
•	If you prefer, there’s also a browser-based authenticator option.

You are always welcome to reach out and we look forward to working with you! 
 
Our Universal Life platform has very competitive Level, ART 100 and ART 85 rates, and industry leading joint last to die ESA’s.  Our new Stable Growth Account (SGA) investment option is recommended to be illustrated at 4%. SGA returns can never be negative, and returns can be smoothed.   Canada Life is also paying a 1% bonus on all new UL policies with SGA.  This bonus is payable annually, and will run until February 2029.  
 
Our 5% Critical Illness discount for all NEW Aldult standalone policies is still in effect until further notice.  Discount will be applied on issue of the policy.
 
 
Warm regards,
Olivia Chi
Regional Sales Representative, Insurance
Tel: 416-552-3085 |   olivia.chi@canadalife.com
 (Case work, product features and updates, strategies)
 
Jade Su
Regional Support Associate, Insurance
416.552.3013 / jade.su@canadalife.com
 (Business process/administrative support, web app training, general inquiries)",True,2025-11-27T21:47:17.000+0000,False,False,005OH00000BFQFDYA5,2025-11-26T19:10:21.000+0000,005OH00000BFQFDYA5,2025-11-27T21:47:17.000+0000,005OH00000BFQFDYA5,2025-11-27T21:47:17.000+0000,(416)571-2780,,cherians4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghkiXYAQ,False,,24059092,0030A0000029eC3QAI,0010A000002w2b0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T18:28:25.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T18:28:25.000+0000,005OH00000BfjndYAB,2025-11-26T18:28:26.000+0000,005OH00000BfjndYAB,2025-11-26T18:28:26.000+0000,(604)436-0088X1,,jchin@moneystrategies.ca,(604)436-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghlBcYAI,False,,24064351,003OH00000NvwYIYAZ,001OH00000T4nuJYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Premium details and changes to Policy level,Medium,"*****DDS****11/26/2025

User needed help getting premium details for a policy and converting from a group to individual health and dental for a client. Referred to CSC and RSA for assistance. 




*****EMAIL CHAIN*****

Hello Guilia, 

       Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. As discussed for the premium breakdown details, you can reach out to client services 1-888-252-1847 or  canindserv@canadalife.com. Regarding the policy you are not able to see, if you could please provide more examples when you get that, I can investigate further for you. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T20:23:16.000+0000,False,False,005OH00000BFQFHYA5,2025-11-26T19:43:57.000+0000,005OH00000BFQFHYA5,2025-11-26T20:23:16.000+0000,005OH00000BFQFHYA5,2025-11-26T20:23:16.000+0000,(403)483-8969,,giulia@mmacwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghlI7YAI,False,,24063263,0030A0000029ijNQAQ,0010A000002w6NAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:27:59.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T19:27:59.000+0000,005OH000003ds0PYAQ,2025-11-26T19:27:59.000+0000,005OH000003ds0PYAQ,2025-11-26T19:27:59.000+0000,(705)476-5422,,bnicholls@assante.com,(705)476-7842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghm2oYAA,False,,24061424,003OH000004cKukYAE,001OH000005rpRPYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:00:47.000+0000,False,False,005OH000006owoYYAQ,2025-11-26T19:00:47.000+0000,005OH000006owoYYAQ,2025-11-26T19:00:48.000+0000,005OH000006owoYYAQ,2025-11-26T19:00:48.000+0000,(306)652-7225X228,,kjacobs@sentinelgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghmMFYAY,False,,24063102,0030A0000029WprQAE,0010A000002vwVOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,New Phone MFA,Medium,"Caller's Name: RHONDA MARTIN
Advisor or support staff: Advisor 
Advisor Code: E3105 
Advisor Name: RHONDA MARTIN	
Phone: (519) 778-0905
Email: rhonda@planforwealth.		
1. Siebel verification: COMPLETED 
2. Last Login to Workspace: SUMMER.
Issue: I got a new phone and transferred all my data and apps, but the canada life workspace link to my authenticator is not working and I am not sure 
where to get either my unique link or QR code to set this thing up again.

RESOLUTION: CALLED RHONDA AT THE NUMBER IN SIEBEL (519) 778-0905, FOLLOWED KB0020738  
REMOVED AUTH FROM SF HAD HER SIGN IN TO SETUP. SHE HAD ALREADY DOWNLOADED THE MICROSOFT AUTHENTICATOR
HAD HER SIGN OUT/IN AGAIN TO TEST.

--------------------------------------***DDS  11/26/2025***--------------------------
Hello Rhonda,

Thanks for taking my call today. 

It was a pleasure speaking to you earlier and helping you setup your Microsoft Authenticator app on your new phone to access Workspace.
 
Here is a recap of what we did today.
1.	Verified and disconnected the old authenticator profile
2.	Had you sign into Workspace
3.	Then had you setup your Microsoft Authenticator on your new phone
4.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/26/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/26/2025***--------------------------
From: Rhonda Martin <rhonda@planforwealth.ca> 
Sent: November 26, 2025 1:53 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] got a new phone and now authenticator doesn't work for workspace!

Please help. I got a new phone and transferred all my data and apps, but the canada life workspace link to my authenticator is not working and I am not sure where to get either my unique link or QR code to set this thing up again. honestly been
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Please help. 

I got a new phone and transferred all my data and apps, but the canada life workspace link to my authenticator is not working and I am not sure 
where to get either my unique link or QR code to set this thing up again.

honestly been trying for hours - I really need to get into the workspace site so I can research and quote disability insurance for my client. 

Thanks for your assistance!

Rhonda Martin
Plan for Wealth Ltd. 
100-51 Breithaupt St. Kitchener ON N2H 5G5
Phone 519-778-0905      Fax 226-240-0251
www.planforwealth.ca",True,2025-11-26T19:25:32.000+0000,False,False,005OH00000AUS7aYAH,2025-11-26T19:25:32.000+0000,005OH00000AUS7aYAH,2025-11-26T19:36:11.000+0000,005OH00000AUS7aYAH,2025-11-26T19:36:11.000+0000,(519)778-0905,(519) 778-0905,rhonda@planforwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gho9WYAQ,False,,24061742,003G0000018f6wIIAQ,0010A000002wOyAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:05:33.000+0000,False,False,0055o000002KxaMAAS,2025-11-26T19:05:33.000+0000,0055o000002KxaMAAS,2025-11-26T19:05:33.000+0000,0055o000002KxaMAAS,2025-11-26T19:05:33.000+0000,(877)211-2633,(403) 614-5789,stephanie@affluencepartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghoXgYAI,False,,24063597,003G0000018f6RtIAI,0010A000002wOOEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Partner User Password Reset or Account Unlock,Medium,"***DDS*** 11/26/25
Name: Victoria Bowmaster
Phone: 613-231-7700 222
Agent code: W5939  
Reference: KB0022413 and KB0017399 

Hello Victoria 

Thank you for contacting Workspace Support today regarding Error-W1911

To recap our call today:

We unlocked your Advisor Solutions Workspace.
Setup MFA.
Confirmed you can log in, log out and back in again.
Checked Advice Canada and no more Error-W1911.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-26T19:53:31.000+0000,False,False,005OH00000BGeeHYAT,2025-11-26T19:32:39.000+0000,005OH00000BGeeHYAT,2025-11-26T19:54:53.000+0000,005OH00000BGeeHYAT,2025-11-26T19:54:53.000+0000,(613)231-7700,(613) 724-7220,rob@carletonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghoivYAA,False,,24059882,0030A0000029iPPQAY,0010A000002w68qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Set up,Medium,Cal back done for final authentication,True,2025-11-26T18:45:18.000+0000,False,False,005OH00000BFPZHYA5,2025-11-26T18:39:36.000+0000,005OH00000BFPZHYA5,2025-11-26T18:45:51.000+0000,005OH00000BFPZHYA5,2025-11-26T18:45:51.000+0000,(519)804-9269X1112,1112,mike@erbanderbfinancial.com,(519)741-1977,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghp0jYAA,False,,24062527,0030A0000029hymQAA,0010A000002w5lLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy statements,Medium,"*** DDS Nov 26th, 2025 ***
User says online statement for policy not available, I confirm and indicate CSC might have info in that case.
===========
Good afternoon Sara,

It was a pleasure speaking with you today about online statement for a policy.

Indeed, not all policies have online statements available on Workspace. For more information on statements, you can call the Client Services Center at 1-888-252-1847 and they will be able to help you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T19:20:57.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-26T19:17:06.000+0000,005OH00000AbJ7aYAF,2025-11-26T19:25:01.000+0000,005OH00000AbJ7aYAF,2025-11-26T19:25:01.000+0000,(905)754-3548,(416) 454-3830,rob@robkimelinsurance.ca,(416)661-9157,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghp79YAA,False,,24060369,0035o000003OIN8AAO,0015o0000041HwjAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setup Authenticator,Medium,"Caller's Name: JAIME LAVERS
Advisor or support staff: Advisor 
Advisor Code: D8101
Advisor Name: JAIME LAVERS	
Phone: (902) 830-9871
Email: jaime@insurusco.ca		
1. Siebel verification: completed
2. Last Login to Workspace: says the 8th month/or June. SF shows Aug 15th. 
Issue: deleted her authenticator as it wasn't working

RESOLUTION: followed KB0020738 . called Jamies back (902) 830-9871 # in Siebel. 
disconnected the auth from SF, had her sign in and choose auth method. She already downloaded Microsoft Authenticator.
She was able to setup. Had her sign out of workspace and sign in again to test.


--------------------------------------***DDS  11/26/2025***--------------------------
Hello Jaime,

Thank you for contacting Workspace Support today regarding setting up the authenticator. As discussed you had removed the authenticator from your phone as it was not working

It was a pleasure speaking to you earlier and helping you setup your Microsoft Authenticator app on your phone to access Workspace.
 
Here is a recap of what we did today.
1.	Verified and disconnected the old authenticator profile
2.	Had you sign into Workspace, you were prompted to update your password.
3.	Then had you setup your Microsoft Authenticator on your phone
4.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T18:59:03.000+0000,False,False,005OH00000AUS7aYAH,2025-11-26T18:46:19.000+0000,005OH00000AUS7aYAH,2025-11-26T18:59:03.000+0000,005OH00000AUS7aYAH,2025-11-26T18:59:03.000+0000,(902)830-9871,,jaime@insurusco.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghpIXYAY,False,,24070039,003OH00000ErSHYYA3,001OH00000IbwFiYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:08:20.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T21:08:20.000+0000,005OH00000BfjndYAB,2025-11-26T21:08:20.000+0000,005OH00000BfjndYAB,2025-11-26T21:08:20.000+0000,(604)250-6609,,craig.fewer@prospera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghrgsYAA,False,,24068057,0030A0000029WVKQA2,0010A000002vwDaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:36:22.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T20:36:22.000+0000,005OH00000BfonJYAR,2025-11-26T20:36:22.000+0000,005OH00000BfonJYAR,2025-11-26T20:36:22.000+0000,(250)338-5222,,russ@mindsetwealth.com,(250)338-8770,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghrx1YAA,False,,24063529,0030A0000029Z6qQAE,0010A000002vyRWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:31:41.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T19:31:41.000+0000,0055o000002DK5fAAG,2025-11-26T19:31:41.000+0000,0055o000002DK5fAAG,2025-11-26T19:31:41.000+0000,(705)527-0144,,michael.webb@ipcc.ca,(705)527-0932,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghshjYAA,False,,24066670,003OH00000UaDOrYAN,001OH00000bIqPWYA0,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA Account Registration,Medium,"Hi Babak, 

I am glad I was able to help you finish your Workspace account registration. 

If you have any other issues, or questions, don’t hesitate to send us an email or give us a call and we will be glad to help you again.

Have a wonderful day!

I hope my assistance made your day easier! Could you please take a moment to share your experience with my support by filling this short 5 seconds survey?  Your can also use this link to provide feedback on Workspace to help us improve it: complete our brief survey


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Babak Zamani <babak@financialfootprint.ca> 
Sent: Monday, November 24, 2025 10:04 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; babakzamanivan@outlook.com
Subject: [EXT] Re: Register for access to Canada Life Workspace - INC1765359

Hi Wednesday 12 works for me. Warmest Regards, Babak Zamani Wealth Advisor WORLDSOURCE FINANCIAL MANAGEMENT INC. Sponsoring Mutual Fund Dealer Phone: (604) 710 2149 Fax: 604-874-9799 Email: Babak@ FinancialFootprint. ca Website: https: //financialfootprint. ca/team/babak-zamani/
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi 
Wednesday 12 works for me.

Warmest Regards,

Babak Zamani
Wealth Advisor
WORLDSOURCE FINANCIAL MANAGEMENT INC.
Sponsoring Mutual Fund Dealer

Phone: (604) 710 2149
Fax: 604-874-9799
Email: Babak@FinancialFootprint.ca
Website: https://financialfootprint.ca/team/babak-zamani/
 

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through Financial Footprint Wealth Management,

This email and any attachments are intended only for the recipient(s) named in this email and may contain personal and/or confidential information. If you have received this email in error, please email the sender immediately, and delete the original email. Dissemination, distribution, or copying of all or any part of this message by anyone other than the intended recipient(s) is not authorized.
From: CL Workspace Support 
Date: Monday, November 24, 2025 at 9:31 AM
To: Babak Zamani , babakzamanivan@outlook.com 
Subject: RE: Register for access to Canada Life Workspace - INC1765359
Hi Babak, 
I am not available Tuesday afternoon. Would you be available Wednesday afternoon or any other day of the week?
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Warm Regards, 
Carl D.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Babak Zamani 
Sent: Wednesday, November 19, 2025 8:15 PM
To: CL Workspace Support ; babakzamanivan@outlook.com
Subject: [EXT] Re: Register for access to Canada Life Workspace - INC1765359
Hi Carl, Sorry I missed your call; I didn’t get any calendar invite or link from you so I missed to block my calendar. Please let me know if next Tuesday after noon works. Warmest Regards, Babak Zamani Wealth Advisor WORLDSOURCE FINANCIAL MANAGEMENT
Hi Carl,
Sorry I missed your call; I didn’t get any calendar invite or link from you so I missed to block my calendar.
Please let me know if next Tuesday after noon works.

Warmest Regards,

Babak Zamani
Wealth Advisor
WORLDSOURCE FINANCIAL MANAGEMENT INC.
Sponsoring Mutual Fund Dealer

Phone: (604) 710 2149
Fax: 604-874-9799
Email: Babak@FinancialFootprint.ca
Website: https://financialfootprint.ca/team/babak-zamani/
 

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through Financial Footprint Wealth Management,

This email and any attachments are intended only for the recipient(s) named in this email and may contain personal and/or confidential information. If you have received this email in error, please email the sender immediately, and delete the original email. Dissemination, distribution, or copying of all or any part of this message by anyone other than the intended recipient(s) is not authorized.
From: CL Workspace Support 
Date: Tuesday, November 18, 2025 at 2:43 PM
To: Babak Zamani , babakzamanivan@outlook.com 
Subject: RE: Register for access to Canada Life Workspace - INC1765359
Hi Babak, 
I just left you a voicemail. 
If you are available later today let me know and I can call you back. 
Otherwise, please provide your availability so that we can schedule a call on another day. 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Warm Regards, 
Carl D.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Babak Zamani 
Sent: Friday, November 14, 2025 8:55 PM
To: CL Workspace Support ; babakzamanivan@outlook.com
Subject: [EXT] Re: Register for access to Canada Life Workspace - INC1765359
Hi, Please let me know if you have time to connect on Tuesday after 2 PM Pacific time. Warmest Regards, Babak Zamani Wealth Advisor WORLDSOURCE FINANCIAL MANAGEMENT INC. Sponsoring Mutual Fund Dealer Phone: (604) 710 2149 Fax: 604-874-9799 Email: 
Hi,
Please let me know if you have time to connect on Tuesday after 2 PM Pacific time.

Warmest Regards,

Babak Zamani
Wealth Advisor
WORLDSOURCE FINANCIAL MANAGEMENT INC.
Sponsoring Mutual Fund Dealer

Phone: (604) 710 2149
Fax: 604-874-9799
Email: Babak@FinancialFootprint.ca
Website: https://financialfootprint.ca/team/babak-zamani/
 

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through Financial Footprint Wealth Management,

This email and any attachments are intended only for the recipient(s) named in this email and may contain personal and/or confidential information. If you have received this email in error, please email the sender immediately, and delete the original email. Dissemination, distribution, or copying of all or any part of this message by anyone other than the intended recipient(s) is not authorized.
From: CL Workspace Support 
Date: Thursday, November 6, 2025 at 9:51 AM
To: Babak Zamani , babakzamanivan@outlook.com 
Subject: RE: Register for access to Canada Life Workspace - INC1765359
Hi, 
I will be glad to asssit you through your Workspace MGA account registration. 
Can you provide your availability (tomorrow or next week) and we will schedule a call?
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Warm Regards, 
Carl D.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Babak Zamani 
Sent: Wednesday, November 5, 2025 6:58 PM
To: CL Workspace Support ; babakzamanivan@outlook.com
Subject: [EXT] Re: Register for access to Canada Life Workspace - INC1765359
Hi There, I tried to log in to the CL workspace and I think I missed something or system does not working. Would you please check and let me know if my account is active and guide me how to log in to Canada Life. Thanks, Warmest Regards, Babak
Hi There,
I tried to log in to the CL workspace and I think I missed something or system does not working.
Would you please check and let me know if my account is active and guide me how to log in to Canada Life.
Thanks,

Warmest Regards,

Babak Zamani
Wealth Advisor
WORLDSOURCE FINANCIAL MANAGEMENT INC.
Sponsoring Mutual Fund Dealer

Phone: (604) 710 2149
Fax: 604-874-9799
Email: Babak@FinancialFootprint.ca
Website: https://financialfootprint.ca/team/babak-zamani/
 

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through Financial Footprint Wealth Management,

This email and any attachments are intended only for the recipient(s) named in this email and may contain personal and/or confidential information. If you have received this email in error, please email the sender immediately, and delete the original email. Dissemination, distribution, or copying of all or any part of this message by anyone other than the intended recipient(s) is not authorized.
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Date: Thursday, September 11, 2025 at 3:11 PM
To: babakzamanivan@outlook.com <babakzamanivan@outlook.com>
Subject: RE: Register for access to Canada Life Workspace - INC1765359
Hi Babak,
I hope you are doing well. 
The team in charge of investigating your issue mentioned your User ID was synched today. So you should now be able to register.
If not, please send us an email and we will re-escalate your issue to them.
Have a wonderful day!
Thank you for your patience while I was working in your case. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback: complete our brief survey
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Warm Regards, 
Carl D.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: CL Workspace Support 
Sent: Wednesday, September 10, 2025 1:34 PM
To: babakzamanivan@outlook.com
Subject: RE: Register for access to Canada Life Workspace - INC1765359
Hi Babak,
Thank you for contacting Workspace Support. 
We have escalated the issue to our Digital Lab Technical Team for investigation. We will send you an update once they reviewed your incident. 
Have a wonderful day. 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Warm Regards, 
Carl D.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Madriaga, Maria <Maria.Madriaga@canadalife.com> 
Sent: Wednesday, September 10, 2025 6:12 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: babakzamanivan@outlook.com
Subject: FW: Register for access to Canada Life Workspace - INC1765359
Hello,
Kindly assist.
Thank you,
Maria Madriaga
Contracts and Compensation Specialist
Contracts and Compensation Department
Tel: 416-552-5661Email: Maria.Madriaga@canadalife.com
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Babak Zamani <babakzamanivan@outlook.com> 
Sent: September 9, 2025 8:09 PM
To: Madriaga, Maria <Maria.Madriaga@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace
Hi there, I register for UserID but I cannot register for workspace. can you please help me with that. my user ID: babakzamani Babak Zamani Babak_Zamani@ outlook. com Phone: (604) 710-2149 Linkedin: https: //www. linkedin. com/in/babak-zamani/ On
Hi there, 
I register for UserID but I cannot register for workspace.
can you please help me with that.
my user ID: babakzamani
 
Babak Zamani
Babak_Zamani@outlook.com
Phone: (604) 710-2149
Linkedin: https://www.linkedin.com/in/babak-zamani/
On Sep 5, 2025, at 9:14 AM, Madriaga, Maria <Maria.Madriaga@canadalife.com> wrote:
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID).
•	Please wait 2 business days after receiving your User ID to register for Workspace.
Your registration information
Name:	BABAK ZAMANI
Advisor code*:	Please reference APEXA for your selling code
Activation code:	1-1F1EGU5
* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
Register for a User ID (formerly RepNet ID)
•	Click here to get started and follow the provided instructions.
Register for Workspace
• Click here to register
• Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store. 
o	For Android devices, get the app from Google Play. 
• For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Do you have a support team who need access to your book of business?
• To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form.
• Once authorized, they will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your producer code.
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.
Please complete this questionnaire:
•	To help us better tailor our support and get to know you better, please complete this 1 minute survey.
Thank you,
Maria Madriaga
Contracts and Compensation Specialist
Contracts and Compensation Department
Tel: 416-552-5661Email: Maria.Madriaga@canadalife.com
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and tak",True,2025-11-26T20:17:08.000+0000,False,False,0055o000001zVCKAA2,2025-11-26T20:17:08.000+0000,0055o000001zVCKAA2,2025-11-26T20:17:18.000+0000,0055o000001zVCKAA2,2025-11-26T20:17:18.000+0000,(604)710-2149,,babakzamanivan@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghtSTYAY,False,,24060797,003G000001tKYkeIAG,0010A000002wT2JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration Issue,Medium,"Reason for Call: Cannot register to workspace using UserID 
Solution: Missing group in iSAM, escalated to L2 
=========================================
Hello Matthew, 

Thank you again for reaching out to Workspace Support. I am sending you this email just to confirm that the Workspace Registration has been escalated to back-end support team. 

As soon as I have a response from them, I will keep you posted and from there we should be good to go in registering for Workspace. Just be sure to have your advisor code handy as you will require it to finish registering! 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Matthew Garland <matthew@starboardwealth.ca> 
Sent: November 26, 2025 1:35 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: MGA Workspace access - Matt Garland

Hello Kanwal, I apologize for missing you. I just had an unexpected call that I needed to handle. I’m good now. Sorry for any inconvenience. Thank you, Matthew Garland CFP, CHS, CEA, BA Certified Financial Planner Associate Advisor 2371 Agricola
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Kanwal,

I apologize for missing you. I just had an unexpected call that I needed to handle.

I’m good now.

Sorry for any inconvenience. 

Thank you, 

Matthew Garland CFP, CHS, CEA, BA
Certified Financial Planner
Associate Advisor
 
2371 Agricola Street
Halifax, NS, B3K 4B7
Office  (902) 420-8375 Ext. 5
Fax     (902) 420-8374
Toll Free (877) 458-4414
 www.starboardwealth.ca
 
If you no longer want to receive these messages, simply reply to this message with the word 'unsubscribe' in the subject line.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Freedom 55 Financial is now a division of The Canada Life Assurance Company. This change doesn’t affect contracts or policies you may have with us. Learn more at canadalife.com/onecompany or give me a call. All references to London Life in any communications, materials or forms (including any attachments to this email) refer to The Canada Life Assurance Company.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 10:28 AM
To: Matthew Garland <matthew@starboardwealth.ca>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: FW: MGA Workspace access - Matt Garland

Hello Matthew, 

Thank you for contacting Workspace Support. We can definitely assist you in registering for Workspace as an MGA user. 

Are you able to provide any timeslots today for a quick phone call so we can get this setup for you? 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: November 26, 2025 8:33 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>; Matthew Garland <matthew@starboardwealth.ca>
Subject: MGA Workspace access - Matt Garland

Hello,

Can you please connect with Matt and assist with his registration?  He has completed part one but he cannot register as it is telling him he already has.  See below.

Thank you,
Rachel

Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857

In partnership with:

Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Matthew Garland <matthew@starboardwealth.ca> 
Sent: November 25, 2025 5:34 PM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] RE: Advice Canada - Your Canada Life clients, all in one place – explore the new experience

Hey Rach, I hope everything is going well. I have been trying to get the MGA account set up on workspace, but I am having issues. I received the email from distribution methodology, and I created a User ID. When I try to register for workspace

Hey Rach,
 
I hope everything is going well.
 
I have been trying to get the MGA account set up on workspace, but I am having issues. 
 
I received the email from distribution methodology, and I created a User ID. When I try to register for workspace it comes up and says I am already registered. 
 
Any suggestions? 
 
I appreciate your time and support. 
 
Thank you, 
 
Matthew Garland CFP, CHS, CEA, BA
Certified Financial Planner
Associate Advisor
 
2371 Agricola Street
Halifax, NS, B3K 4B7
Office  (902) 420-8375 Ext. 5
Fax     (902) 420-8374
Toll Free (877) 458-4414
 www.starboardwealth.ca
 
If you no longer want to receive these messages, simply reply to this message with the word 'unsubscribe' in the subject line.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Freedom 55 Financial is now a division of The Canada Life Assurance Company. This change doesn’t affect contracts or policies you may have with us. Learn more at canadalife.com/onecompany or give me a call. All references to London Life in any communications, materials or forms (including any attachments to this email) refer to The Canada Life Assurance Company.
 
From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: November 24, 2025 11:48 AM
To: Laurie Stephenson <laurie@starboardwealth.ca>; Matthew Garland <matthew@starboardwealth.ca>; Michael Klasz <michael@starboardwealth.ca>; Kaye Hunkin <kaye@starboardwealth.ca>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>; Lavigne, Darsey <Darsey.Lavigne@advicecanada.com>
Subject: Advice Canada - Your Canada Life clients, all in one place – explore the new experience
Importance: High
 
Hi Laurie, Matt, Mike, and Kaye,
 
I wanted to touch base as I’ve pulled together the recent tech changes that might be of interest to you.
 
You may recall that new technology has been rolling out for Financial Horizons. The latest addition launched last week, and I wanted to give you a quick look at what it offers.
 
Here’s a screenshot of the Advice Canada portal—I recommend saving this Advice Canada page as a favourite for daily login. From this portal, you can now access the new Client List feature, which consolidates all Canada Life Direct and Canada Life MGA business via Connected Carriers. Additional carriers are on the way, with Sun Life next in line.
 
 
With Connected Carriers, you can now access your entire Canada Life book of business – including clients through Financial Horizons and direct contracts – in one place. Built around features you asked for, it’s designed to simplify your day-to-day and help you work smarter. 
Key features designed around your workflow: 
•	See everything in one place: Wealth and insurance products, unified under one login.
•	Search options: Find clients by name, company or policy number.
•	Export summaries: Get quick access to portfolio and policy details.
•	Work better with delegates and other advisors: Filter by advisor codes to manage shared clients.
Watch this video to see client search in action. 
 
If you have any questions or would like to book some time to review and ensure you are set up correctly, please let me know.
 
 
Thank you,
Rachel
 
Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857
 
In partnership with:
 
Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.",True,2026-02-04T19:41:58.000+0000,False,False,005OH00000BFQFGYA5,2025-11-26T18:52:10.000+0000,005OH00000BFQFGYA5,2026-02-04T19:41:58.000+0000,005OH00000BFQFGYA5,2026-02-04T19:41:58.000+0000,(902)420-8375X5,(902)441-0299,matthew.garland@advicecanada.com,(902)420-8374,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghu3cYAA,False,,24062825,0030A00000ApXzDQAV,0010A00000BPEBjQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:21:35.000+0000,False,False,005OH00000245RQYAY,2025-11-26T19:21:35.000+0000,005OH00000245RQYAY,2025-11-26T19:21:36.000+0000,005OH00000245RQYAY,2025-11-26T19:21:36.000+0000,(514)334-8701,(514) 531-2134,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghw75YAA,False,,24066053,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:08:07.000+0000,False,False,005OH000004pk06YAA,2025-11-26T20:08:07.000+0000,005OH000004pk06YAA,2025-11-26T20:08:08.000+0000,005OH000004pk06YAA,2025-11-26T20:08:08.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghwwbYAA,False,,24061417,0030A00000CeKfzQAF,0010A00000DFlsHQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:00:41.000+0000,False,False,005OH000002npWUYAY,2025-11-26T19:00:41.000+0000,005OH000002npWUYAY,2025-11-26T19:00:41.000+0000,005OH000002npWUYAY,2025-11-26T19:00:41.000+0000,(416)930-4246,,alphonsonifa@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghx36YAA,False,,24062558,0031600002Z031XAAR,0010A000002wOG7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:17:27.000+0000,False,False,0055o000002KxaMAAS,2025-11-26T19:17:27.000+0000,0055o000002KxaMAAS,2025-11-26T19:17:27.000+0000,0055o000002KxaMAAS,2025-11-26T19:17:27.000+0000,(403) 266-2061,(403) 690-2990,jimmy.nguyen@sunlife.com,(403) 266-6609,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghx9dYAA,False,,24069080,0030A0000029g3XQAQ,0010A000002w47YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect- TAN error -,Medium,"followed KB0022199 - SL Samantha took over the call to escalate the situation -  INC187289

User is unable to complete application due to error message

======================================================================================
Case 24069080
======================================================================================

Full Name: Mark Toole
User ID:0035o000004HCuQAAW
Advisor commission code:IGWO
Email:mark.toole@ig.ca
Phone: 9053215676
Application number :60922162-3
Screenshot
error code/colour : TAN
Application is for: Family Term
=================================================================================

****Email Chain****

Hello Mark,

Thank you for confirming that you were able to proceed with your client’s application.

This was an unusual code that we were looking into. Please let us know if you encounter any issues completing applications and we will investigate further.

If there is anything else we can assist you with, please do not hesitate to reach out. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Toole, Mark <Mark.Toole@IG.ca> 
Sent: December 2, 2025 1:59 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: [EXT] RE: [EXT] RE: **Case 24069080** - INC1872897 - Simple protect Application Error TAN

Hurray, it worked! Any idea if I did something wrong? Thanks, Mark Toole, CFP® Certified Financial Planner Greater Niagara Region 210 Martindale Rd, Suite 100, St. Catharines, ON L2S0B2 Tel 905. 682. 7292 |Mobile 905. 321. 5676 Wealth Management
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hurray, it worked!

Any idea if I did something wrong?

Thanks,

Mark Toole, CFP®
Certified Financial Planner
Greater Niagara Region
210 Martindale Rd, Suite 100, St. Catharines, ON L2S0B2
Tel 905.682.7292 |Mobile 905.321.5676 

Wealth Management Associate: Cathy Lowry-Michaud  cathy.lowry-michaud@ig.ca

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Tuesday, December 2, 2025 12:53 PM
To: Toole, Mark <Mark.Toole@IG.ca>
Subject: [EXT] RE: [EXT] RE: [EXT] RE: **Case 24069080** - INC1872897 - Simple protect Application Error TAN

Hello Mark,

Can you please confirm if you are still unable to proceed with this application. If not, please provide the answers to the questions below:

1.	Were you in a new session when you tried to complete this application or did you have the Simple Protect dashboard open for some time before you tried to complete the application?
2.	Did you try clearing the cache, then proceed to complete the application and got this error message?
3.	Were multiple tabs opened with different Simple Protect applications in other tabs?
4.	What was the navigation that you followed on the Simple Protect dashboard?
-	For example, you selected Overview, then Start or complete applications in simple protect etc.

Looking forward to your email.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Toole, Mark <Mark.Toole@IG.ca> 
Sent: December 1, 2025 11:19 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: [EXT] RE: **Case 24069080** - INC1872897 - Simple protect Application Error TAN

Hi Samantha, Please see what you can do to expedite this, I’m trying to get this policy placed before the year-end deadline. Thanks, Mark Toole, CFP® Certified Financial Planner Greater Niagara Region 210 Martindale Rd, Suite 100, St. Catharines,

Hi Samantha,

Please see what you can do to expedite this, I’m trying to get this policy placed before the year-end deadline.

Thanks,

Mark Toole, CFP®
Certified Financial Planner
Greater Niagara Region
210 Martindale Rd, Suite 100, St. Catharines, ON L2S0B2
Tel 905.682.7292 |Mobile 905.321.5676 

Wealth Management Associate: Cathy Lowry-Michaud  cathy.lowry-michaud@ig.ca

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Monday, December 1, 2025 11:59 AM
To: Toole, Mark <Mark.Toole@IG.ca>
Subject: [EXT] RE: [EXT] RE: **Case 24069080** - INC1872897 - Simple protect Application Error TAN

	You don't often get email from clworkspacesupport@canadalife.com. Learn why this is important 

Hello Mark,

Thank you for confirming you are still unable to complete their client’s application. We will continue to investigate this issue further. As soon as we have more information, I will reach out to you.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Toole, Mark <Mark.Toole@IG.ca> 
Sent: November 30, 2025 12:50 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: **Case 24069080** - INC1872897 - Simple protect Application Error TAN

Nope. Now I get the error code “Orchid” Mark Toole, CFP® Certified Financial Planner Greater Niagara Region 210 Martindale Rd, Suite 100, St. Catharines, ON L2S0B2 Tel 905. 682. 7292 |Mobile 905. 321. 5676 Wealth Management Associate: Cathy Lowry-Michaud

Nope. Now I get the error code “Orchid”

Mark Toole, CFP®
Certified Financial Planner
Greater Niagara Region
210 Martindale Rd, Suite 100, St. Catharines, ON L2S0B2
Tel 905.682.7292 |Mobile 905.321.5676 

Wealth Management Associate: Cathy Lowry-Michaud  cathy.lowry-michaud@ig.ca

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Thursday, November 27, 2025 5:34 PM
To: Toole, Mark <Mark.Toole@IG.ca>
Subject: [EXT] RE: **Case 24069080** - INC1872897 - Simple protect Application Error TAN

	You don't often get email from clworkspacesupport@canadalife.com. Learn why this is important 

Hello Mark,

Can you please confirm if you are now able to proceed with completing your client’s application. The issue should now be resolved.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 3:24 PM
To: mark.toole <mark.toole@ig.ca>
Subject: **Case 24069080** - INC1872897 - Simple protect Application Error TAN

Hello Mark,

It has been brought to our attention that you are having an issue completing your client’s application 60922162-3.

I have gone ahead and escalated this issue to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T21:20:10.000+0000,False,False,005OH000002iN7pYAE,2025-11-26T20:51:57.000+0000,005OH00000BFPZHYA5,2025-12-03T16:37:36.000+0000,005OH000002iN7pYAE,2025-12-03T16:37:36.000+0000,(905)682-7292,(905) 321-5676,mark.toole@ig.ca,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghxmLYAQ,False,,24066856,0030A0000029ZezQAE,0010A000002vytrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:19:46.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T20:19:46.000+0000,005OH000004Ir1xYAC,2025-11-26T20:19:47.000+0000,005OH000004Ir1xYAC,2025-11-26T20:19:47.000+0000,(403)209-4044,403.975.2077,rmcnary@pelican-grp.com,(403)265-8720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghyK7YAI,False,,24061894,003G0000018f7A3IAI,0010A000002wPDMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"name change for policy # 8407237-0 submitted, but incorrect name still shows in Workspace",Medium,"*** DDS 27NOV2025 ***
replied to user, referred to ASC/HO to request correction
***DDS Nov.26/2025***
Name change for policy # 8407237-0 was submitted, correction made by CSC but incorrect name is still showing in Workspace.
*Escalated to L2, forwarded the email thread to WorkspaceServiceLeaders@canadalife.com.

----------------------------EMAIL CHAIN:

Hello Summan,

Thank you for contacting Workspace Support regarding the incorrect company name issue below. Unfortunately, as a technical support team we are unable to make data entry corrections, and I can confirm that the corporate name is duplicated in other systems. I would recommend replying to the individual that initially processed the change or having the user reach out to the Advisor Support Centre (1-888-252-1847 or Advisor Support Chat in Workspace) to request correction again. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Naseer, Summan <Summan.Naseer@advicecanada.com> 
Sent: November 25, 2025 10:23 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Three 20 Three inc. & Cloverwest Inc. 8407237-0 - Case - 24061894

Hi there, 

Not sure if this is something you can assist with, but a corporation name is displaying incorrectly on Workspace. The request has already been submitted but Workspace is not yet updated. Could you please assist in this or direct to correct department?

Thank you

Summan Naseer
Business Development Director | GTA & Golden Horseshoe
summan.naseer@advicecanada.com | 416-552-6069

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Hayley McIntyre <hayleym@callerygroup.com> 
Sent: November 24, 2025 11:42 AM
To: Naseer, Summan <Summan.Naseer@advicecanada.com>
Subject: [EXT] FW: Three 20 Three inc. & Cloverwest Inc. 8407237-0

Good morning Summan, I was wondering if you could assist me on getting the below request completed. I had submitted a name change for policy # 8407237-0 on October 30th. I noticed that the name change was entered incorrectly on Workspace. I
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Summan,

I was wondering if you could assist me on getting the below request completed. I had submitted a name change for policy # 8407237-0 on October 30th. I noticed that the name change was entered incorrectly on Workspace. I called CSC, they put in a request to make the correction. On November 16th, Breanna sent a screenshot confirming that the name change was corrected. However, the incorrect owner names (Three 20 Three Inc is listed twice) shows on Workspace still. I emailed Breanna on November 20th after allowing plenty of time for the change to be reflected on Workspace. I have not heard back yet, and the client is requesting a summary off Workspace. I cannot send them a summary with the incorrect names showing as that look poorly on both us and Canada Life. 

Any assistance on having this issue resolved ASAP would be appreciated. 

Thanks,

Hayley McIntyre
The Callery Group
Quadrus Investment Services Ltd.
381 Taunton Rd. East
Oshawa, ON  L1G 0E1
Toll Free:  1-800-399-8523
Tel: 905-430-7444 ext. 221 / 1-289-312-6268
Fax:  905-430-9313
hayleym@callerygroup.com
www.callerygroup.com

‘This communication, including attachments, may contain confidential information and is intended only for the addressed recipient.  If you have received this communication in error, please advise the sender immediately by email at hayleym@callerygroup.com or telephone 1-800-399-8523, and then delete or destroy the communication.  We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. Thank you.’
From: Hayley McIntyre 
Sent: Thursday, November 20, 2025 10:46 AM
To: 'McFarlane, Breanna' <Breanna.McFarlane@canadalife.com>
Subject: RE: Three 20 Three inc. & Cloverwest Inc. 8407237-0

Good morning Breanna,

Thank you for helping with this request! I just want to ensure that the changes will reflect on Workspace as the client is requesting a summary but when I grab the summary off of Workspace, it currently shows the one company’s name twice. 

Thanks,

Hayley McIntyre
The Callery Group
Quadrus Investment Services Ltd.
381 Taunton Rd. East
Oshawa, ON  L1G 0E1
Toll Free:  1-800-399-8523
Tel: 905-430-7444 ext. 221 / 1-289-312-6268
Fax:  905-430-9313
hayleym@callerygroup.com
www.callerygroup.com

‘This communication, including attachments, may contain confidential information and is intended only for the addressed recipient.  If you have received this communication in error, please advise the sender immediately by email at hayleym@callerygroup.com or telephone 1-800-399-8523, and then delete or destroy the communication.  We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. Thank you.’
From: McFarlane, Breanna <Breanna.McFarlane@canadalife.com> 
Sent: Sunday, November 16, 2025 2:54 PM
To: Hayley McIntyre <hayleym@callerygroup.com>
Subject: Three 20 Three inc. & Cloverwest Inc. 8407237-0

Hi Hayley,

This email is to confirm that your attached request has been completed.

Please note that the full company name is too long to display in its entirety, but rest assured it reflects the complete legal name of the business.

Thank you,

Breanna McFarlane
Senior Policy Associate | Insurance Operations, In-Force Policy
Associée principale | Exploitation Assurance, Polices en vigueur

Breanna.McFarlane@canadalife.com  |  Phone/Téléphone: 519-435-7000 | Toll-free/Téléphone sans frais: 1-844-363-5956 


 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T14:09:09.000+0000,False,False,005OH000006wv2TYAQ,2025-11-26T19:07:46.000+0000,005OH00000BFQFBYA5,2025-11-27T14:09:09.000+0000,005OH000006wv2TYAQ,2025-11-27T14:09:09.000+0000,(905)430-7444,,brianc@callerygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghyLoYAI,False,,24065647,0030A0000029cpUQAQ,0010A000002w1ROQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:02:14.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T20:02:14.000+0000,005OH000003ds0PYAQ,2025-11-26T20:02:14.000+0000,005OH000003ds0PYAQ,2025-11-26T20:02:14.000+0000,(905)404-8088,,,(905)404-0289,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghyldYAA,False,,24065181,0030A0000029muJQAQ,0010A000002w9q1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:56:12.000+0000,False,False,0055o000001t1uPAAQ,2025-11-26T19:56:12.000+0000,0055o000001t1uPAAQ,2025-11-26T19:56:12.000+0000,0055o000001t1uPAAQ,2025-11-26T19:56:12.000+0000,(416)417-9008,(416) 417-9008,isaloins@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghyvCYAQ,False,,24064391,0030A0000029XMnQAM,0010A000002vwx6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"BRENT SWATUK
brent is having trouble accessing their account due to the email on file being their old email
As directed by assist: I will reset the user ID password on ISAM and assist user with getting into their workspace account then advise them to change RepNet email on file. 

I was not able to authenticate user so I will be calling them back once they have the information they need and send me a confirmation email.

November 27th, 2025: received confirmation email from Brent and called them back. 
was able to complete steps as directed
- reset password through ISAM
- walked user through registration process on workspace
- set up MFA to get access

Email:
----------
Hello Brent,

It was a pleasure assisting you with setting up your MGA workspace account today.

On the call, I reset your User ID password from our backend system which gave you access to your RepNet account. You were then able to reset your password and go through the Workspace Registration process to get access to your Workspace account.

If you have any more questions about our conversation today, please let me know.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 10:20 AM
To: Brent Swatuk <brentswatuk@hotmail.com>
Subject: RE: Workspace Access - 24064391

Hello Brent,

Please visit this link to reset your user ID: https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Brent Swatuk <brentswatuk@hotmail.com> 
Sent: November 26, 2025 4:49 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace Access - 24064391

Hi Folks, My advisor code is E9320. Would it be possible to set up a call for 10: 15am tomorrow morning? Thanks, Brent 647-997-5433 Sent from my iPhone On Nov 26, 2025, at 3: 48 PM, CL Workspace Support <CLWorkspaceSupport@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Folks, 
My advisor code is E9320. Would it be possible to set up a call for 10:15am tomorrow morning?
Thanks,
Brent

647-997-5433
Sent from my iPhone

On Nov 26, 2025, at 3:48 PM, CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
 
Hello Brent,
 
Thank you for contacting Workspace Support concerning access to your Workspace account.
 
As mentioned during the call, please respond to this email with a good time and phone number that I can call you back at once you get your producer code.
 
Let me know if you have any questions.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T20:45:16.000+0000,False,False,005OH00000BGf2TYAT,2025-11-26T19:44:44.000+0000,005OH00000BGf2TYAT,2025-11-27T15:37:35.000+0000,005OH00000BGf2TYAT,2025-11-27T15:37:35.000+0000,(647)997-5433,,bswatuk@gryphinadvantage.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ghzeXYAQ,False,,24069577,003G0000018f6VTIAY,0010A000002wOSAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,"**EMAIL**

Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Gary Choy
Code: 00599

Please email it to gary@northwise.ca",True,2025-11-26T21:00:37.000+0000,False,False,005OH0000071DK9YAM,2025-11-26T21:00:37.000+0000,005OH0000071DK9YAM,2025-11-26T21:00:38.000+0000,005OH0000071DK9YAM,2025-11-26T21:00:38.000+0000,(705)806-3949,(705) 929-3052,gary@northwise.ca,(705)805-7806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi07RYAQ,False,,24064411,0030A000002qUWqQAM,0010A000003bWfLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:44:57.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T19:44:57.000+0000,005OH000004oiYEYAY,2025-11-26T19:44:58.000+0000,005OH000004oiYEYAY,2025-11-26T19:44:58.000+0000,(519)289-3355,(226)787-4403,,(844)870-6481,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi0tlYAA,False,,24062136,003G000001SoP3DIAV,0010A000002wSgkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password Reset,Medium,"Roy Schamehorn
Roy is having issues logging into product Illustrations as it is requesting a password reset for User ID but they are getting an error message when they try to reset their password.
I sent user a link to reset their password with a temporary password I set on ISAM.
User was able to change their password on RepNet and was able to access Illustrator. 

Email:
----------
Hello Roy, 

Thank you for contacting Workspace Support concerning your access to Product Illustrator.

On the call today, we were able to reset your User ID password through the link I sent to you in a previous email. This was successful with giving you access to your Product Illustration account again.

Please let me know if any other issues arise.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T19:23:56.000+0000,False,False,005OH00000BGf2TYAT,2025-11-26T19:11:19.000+0000,005OH00000BGf2TYAT,2025-11-26T19:23:57.000+0000,005OH00000BGf2TYAT,2025-11-26T19:23:57.000+0000,(306)359-0776,,r.schamehorn@leipertfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi3BlYAI,False,,24063381,003OH00000TawfxYAB,001OH00000a2wOOYAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support- log in Workspace.,Medium,"**DDS**11
11/26/2025
user reached out, she cannot log in workspace from the screen shot she provided it appear she is tring to log in with her user id.
Email================
Hello Cathy
Thank you for reaching out to Workspace Support regarding you logging issue.
For the Workspace log in you are require to use your email address link with the account which is cathycheng@crius.ca, it would appear you are trying to login with your Repnet user id.
Here is the steps for logging in:
1.open a new browser and accesses the Workspace login screen using the link https://workspace.cnadalife.com
2.The link will open this page
 
3. You then enter your email and password to access Workspace.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: cathy Cheng <cathycheng@crius.ca> 
Sent: November 26, 2025 1:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Log in Workspace

Hello, I hope you’re having a great day. I’m unable to log in to the workspace. Could you please help me resolve this issue? I’ve attached the screenshots for your reference. Thank you very much. Best regards, Cathy Cheng                  
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
I hope you’re having a great day.
I’m unable to log in to the workspace. Could you please help me resolve this issue? I’ve attached the screenshots for your reference.
Thank you very much.
Best regards,
Cathy Cheng",True,2025-11-26T19:29:37.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-26T19:29:37.000+0000,005OH00000AZ3ZxYAL,2025-11-26T19:30:18.000+0000,005OH00000AZ3ZxYAL,2025-11-26T19:30:18.000+0000,(778)872-7210,,cathycheng@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi3q5YAA,False,,24065048,0030A000008P3QVQA0,0010A000009IJhUQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application error - INC1872926,Medium,"****Samantha****nov 28, 2025

User will need to start a new app.

To avoid the issue in the future, do not select and then deselect options in the picklist. Only select the options that apply and leave others unchecked.

The application should proceed normally if selections are made without deselecting. We are working on a permanent fix and will provide an update once resolved.

==================================================================

Caller's Name: JIN YAN
Advisor or support staff: Advisor 
Advisor Code: E2844 MGA
Advisor Name: JIN YAN	
Phone: (416) 731-8765
Email: SIMPLEINSURANCESHOP@GMAIL.COM, in siebel but she's giving serviceyan88@gmail.com	
1. Siebel verification: verified
2. Last Login to Workspace: today
Issue: Did a simple protect application error technical error, application has been cancelled/clicks ok, nothing happens. tried signing out/in again, no luck.
Term life application#60922195-0

FINDINGS. DID A LOG ME IN, SHE SHOWED ME THE STEPS CHECKED, ERRORS ATTACHED. 
CALLED ASSIST DESK/SPOKE TO SAMANTHA, SAYS SHE HASN'T SEEN THIS EITHER, SHARED MY SCREEN WITH HER
SAMANTHA SAID TO SEND AN EMAIL TO THE LEADERS MAILBOX TO INVESTIGATE FURTHER.

email sent to advisor as per Samantha as well as to dds leaders.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oLy2AAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H5INAA0%26cntc%3D0035o000004H5INAA0%26id%3D0055o000001oLy2AAE

--------------------------------------***DDS  11/28/2025***--------------------------
UPDATE RECEIVED FROM ADVISR. PINGED IN QUESTION CORNER TO FOLLOW UP WITH THE ADVISOR
Samantha advised to put the email in her inbox and she will update the advisor to start a new application.
THIS CASE IS RESOLVED.
--------------------------------------***DDS  11/28/2025***--------------------------
Hello Jin,

Thank you for your patience while our Digital Technical Lab team investigated the issue you had completing your client’s application.

It was brought to our attention that you received the error below. You will need to start a new Simple Protect application.

 

To avoid the issue in the future, do not select and then deselect options in the picklist. Only select the options that apply and leave others unchecked.

The application should proceed normally if selections are made without deselecting. We are working on a permanent fix and will provide an update once resolved.

If there is anything else we can assist you with, please do not hesitate to reach out. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Jane Yan <serviceyan88@gmail.com> 
Sent: November 28, 2025 10:04 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Case#24065048

Any updates? Jin Yan 416-731-8765 CL Workspace Support <CLWorkspaceSupport@ canadalife. com> 于2025年11月26日周三 15: 32写道： Hello Jin, Thanks for contacting Workspace Support today regarding the issue with your Simple Protect Application# 60922195-0. 
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Any updates?

Jin Yan
416-731-8765

CL Workspace Support <CLWorkspaceSupport@canadalife.com> 于2025年11月26日周三 15:32写道：
Hello Jin,
 
Thanks for contacting Workspace Support today regarding the issue with your Simple Protect Application# 60922195-0.
 
As discussed, I’ve captured the error and we will investigate further and get back to you, thanks in advance for your patience.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T12:28:08.000+0000,False,False,005OH00000AUS7aYAH,2025-11-26T19:54:13.000+0000,005OH00000AUS7aYAH,2025-11-28T17:18:16.000+0000,005OH000002iN7pYAE,2025-11-28T17:18:16.000+0000,(416)731-8765,(416) 731-8765,simpleinsuranceshop@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi3wWYAQ,False,,24066990,0030A0000029ZezQAE,0010A000002vytrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:21:33.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T20:21:33.000+0000,005OH000004Ir1xYAC,2025-11-26T20:21:33.000+0000,005OH000004Ir1xYAC,2025-11-26T20:21:33.000+0000,(403)209-4044,403.975.2077,rmcnary@pelican-grp.com,(403)265-8720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi44eYAA,False,,24067551,003OH00000MIutZYAT,001OH00000R5fJBYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration MGA,Medium,"User is wonder why she is not able to see her Code: H4090 associated when doing an application. 
Confirmed she was signed into her Advisor solutions workspace and needs to register for her MGA Workspace account.
User missing activation code, needs to contact distribution 

Email: melanie@mdlfinancialgroup.ca 
Code: H4090

*********************************************************
Good afternoon, Melanie

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the application!
 
As discussed you will need to register for your MGA Workspace account. 

To register for all the major platforms including Workspace, please follow the instructions below to achieve a successful registration.

1.	You will need to register for a User ID before being able to register for Workspace. To register for a User ID (formerly Repnet ID), you will need an activation code. 
Please contact Distribution_Methodology@canadalife.com and requested for your registration letter, specifically you activation code for your MGA (H4090)

2.	Once you obtain an activation code from Distribution Methodology, please follow this link to register your User ID. Please select Register located at the lower half of the webpage. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi…

3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T20:45:37.000+0000,False,False,005OH00000BG5v4YAD,2025-11-26T20:29:09.000+0000,005OH00000BG5v4YAD,2025-11-26T20:45:37.000+0000,005OH00000BG5v4YAD,2025-11-26T20:45:37.000+0000,(613)416-9649X105,,melanie@mdlfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi5SIYAY,False,,24068305,0035o0000063YGWAA2,0015o000006c9UTAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:39:54.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T20:39:54.000+0000,005OH000004Ir1xYAC,2025-11-26T20:39:55.000+0000,005OH000004Ir1xYAC,2025-11-26T20:39:55.000+0000,(780)901-5252,,avachen@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi5iAYAQ,False,,24063202,0030A0000029pSUQAY,0010A000002wBuIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:27:00.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T19:27:00.000+0000,0055o000002DK5fAAG,2025-11-26T19:27:00.000+0000,0055o000002DK5fAAG,2025-11-26T19:27:00.000+0000,(705)329-4466X234,,tburton@ipcc.org,(705)329-4029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi78xYAA,False,,24065546,0030A0000029f5QQAQ,0010A000002w3JaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:01:09.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T20:01:09.000+0000,005OH000003ds0PYAQ,2025-11-26T20:01:10.000+0000,005OH000003ds0PYAQ,2025-11-26T20:01:10.000+0000,(416)419-6053,,roberts@keybase.com,(905)946-2207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi8BSYAY,False,,24066616,0030A000003y3gPQAQ,0010A000004jnNFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect App- Redwood,Medium,"adviser unable to continue with the simple protect app as he is getting an error - Redwood. Tried to do some TS steps and confirmed that the advisor has correct license for a term plan. Offered to escalate the situation and advisor just wanted to try it again later today with his client. Will call back once the issue persist. KB0022199
================

Hi Gavin,

Thank you for contacting the workspace support about a simple protect application that is not going through and getting an error Redwood.

We have confirmed that your licensed is up to date and check other details important for this application and I can confirm that everything should be all set. Offered to escalate your situation for further investigation and you have opted to try it again first with the client later today. Please let us know about the outcome of application later today by calling us back if you need further assistance.

Thank you for your patience on this matter and for your understanding. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T20:34:22.000+0000,False,False,005OH00000BFPZHYA5,2025-11-26T20:16:23.000+0000,005OH00000BFPZHYA5,2025-11-26T20:40:10.000+0000,005OH00000BFPZHYA5,2025-11-26T20:40:10.000+0000,(289)838-8769,,gavin@volpefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi8HpYAI,False,,24063664,0030A0000029l9qQAA,0010A000002w8L8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:33:33.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T19:33:33.000+0000,0055o000002DK5fAAG,2025-11-26T19:33:34.000+0000,0055o000002DK5fAAG,2025-11-26T19:33:34.000+0000,(416)999-2348,,eric@ehwealth.ca,(905)841-7707,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi8g8YAA,False,,24069395,0031600002RdvjwAAB,0010A000002wNtUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,"**EMAIL**

Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Joseph Francis
Code: 34639

Please email it to joe@boldfinancialsolutions.ca",True,2025-11-26T20:57:30.000+0000,False,False,005OH0000071DK9YAM,2025-11-26T20:57:30.000+0000,005OH0000071DK9YAM,2025-11-26T20:57:30.000+0000,005OH0000071DK9YAM,2025-11-26T20:57:30.000+0000,(226)378-7748,(226) 378-7748,joe@boldfinancialsolutions.ca,(519)435-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gi9AiYAI,False,,24066171,0030A000002KXSXQA4,0010A0000036pTeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't see notification in autehnticator,Medium,"Casey walsh
D5922
advisor@caseywalsh.ca
Advisor was not able to see notification in authenticator to approve the login request. I help them to change the verification method and they were able to login successfully.

Hello Casey,

Thank you for calling workspace support team with login issue. I am so happy to assist with your inquiry today.

In our today’s call, you needed help with authenticator. You were not seeing the notification in authenticator to approve your login request. I help you to change the verification method. You clicked on “Having trouble”  and then clicked on Change verification method. You were able to login by putting code from the authenticator.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T20:19:25.000+0000,False,False,005OH00000BFiyTYAT,2025-11-26T20:09:51.000+0000,005OH00000BFiyTYAT,2025-11-26T20:19:25.000+0000,005OH00000BFiyTYAT,2025-11-26T20:19:25.000+0000,(902)222-0577,,advisor@caseywalsh.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giADGYA2,False,,24068419,0030A000008wOihQAE,0010A000009rXUZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace sign in email update,Medium,"****DDS***** 11/26/2025
User needed help signing into workspace. They were not sure what their sign in email was. It was their old email after several attempts. Also authenticated user and updated their sign in email




******email chain*****

Hello Stacy, 

     Thank you for contacting Canada life workspace support, it was a pleasure assisting you today. Your sign in email has now been updated. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T20:57:40.000+0000,False,False,005OH00000BFQFHYA5,2025-11-26T20:41:35.000+0000,005OH00000BFQFHYA5,2025-11-26T20:57:41.000+0000,005OH00000BFQFHYA5,2025-11-26T20:57:41.000+0000,(587)877-2937,(587) 877-2937,stacy.reay@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giAQCYA2,False,,24071249,0030A0000029obMQAQ,0010A000002wBDeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:28:38.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T21:28:38.000+0000,005OH00000BfjndYAB,2025-11-26T21:28:39.000+0000,005OH00000BfjndYAB,2025-11-26T21:28:39.000+0000,(250)490-8369,,erin@sageviewwealth.ca,(250)490-9680,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giAulYAE,False,,24064718,0030A0000076jiKQAQ,0010A000007xVamQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1285,Medium,"KB0020563 - Reset ISAM (Name/Code/DOB/Phone/Last sign in)
User updated temporary password on Repnet and was able to successfully log in

Code: F4884
Code: LL36199
Email: paul@kaapfinancial.com 
Phone: (416) 707-8850 

*******************************************************************
Good afternoon, Paul

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully sign into your Workspace account.  

If you have any questions or need further assistance, we’re here to help. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T20:00:34.000+0000,False,False,005OH00000BG5v4YAD,2025-11-26T19:49:30.000+0000,005OH00000BG5v4YAD,2025-11-26T20:00:34.000+0000,005OH00000BG5v4YAD,2025-11-26T20:00:34.000+0000,(905)831-3600,(416) 707-8850,paul@kaapfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giCDOYA2,False,,24065201,0030A0000029muJQAQ,0010A000002w9q1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:56:30.000+0000,False,False,0055o000001t1uPAAQ,2025-11-26T19:56:30.000+0000,0055o000001t1uPAAQ,2025-11-26T19:56:30.000+0000,0055o000001t1uPAAQ,2025-11-26T19:56:30.000+0000,(416)417-9008,(416) 417-9008,isaloins@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giDHWYA2,False,,24065605,0030A0000029hQNQAY,0010A000002w5KpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:01:43.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T20:01:43.000+0000,005OH000003ds0PYAQ,2025-11-26T20:01:43.000+0000,005OH000003ds0PYAQ,2025-11-26T20:01:43.000+0000,(905)666-1604,,robert.selvig@manulifesecurities.ca,(905)666-4205,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giDxWYAU,False,,24066920,0035o000005ofOxAAI,0015o000006MgmcAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:20:43.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T20:20:43.000+0000,0055o000002DK5fAAG,2025-11-26T20:20:43.000+0000,0055o000002DK5fAAG,2025-11-26T20:20:43.000+0000,(416)410-8374,4167124176,scott@howetoplan.com,(416)489-0335,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giEDcYAM,False,,24065432,0030A0000029cBtQAI,0010A000002w106QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T19:59:35.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T19:59:35.000+0000,005OH000003ds0PYAQ,2025-11-26T19:59:35.000+0000,005OH000003ds0PYAQ,2025-11-26T19:59:35.000+0000,(613)766-7220,,jrayner@assante.com,(613)766-8606,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giEoiYAE,False,,24068284,0030A0000029fBGQAY,0010A000002w3PGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access issue,Medium,"D&M reporting that both users can't access their accounts.
on WS both users logged in their WS accounts successfully, last login 26NOV2025 email sent to D&M since the 30OCT2025.

-----------------------EMAIL------------
Hi Susan and David,

It’s been brought to our attention that you may need assistance with your access to Workspace.

Based on our records, both of you have successfully logged in to Workspace (MGA). Could you please confirm if you are still experiencing any issues accessing your accounts?

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 26, 2025 9:53 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Susan Marshall <susan@palmerswystun.com>; Kemp, Kelsey <Kelsey.Kemp@canadalife.com>; Delorme, Rhonda <Rhonda.Delorme@canadalife.com>; David Palmer <david@palmerswystun.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Change of Consultants - David Palmer -Workspace matter not contracting (TRM IG/ New GRP BK paperwork required) (CALGY)

Hi Team,

Please work with David and Susan regarding the email address issue so they can register for  MGA WS and receive password reset links.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Delorme, Rhonda <Rhonda.Delorme@canadalife.com> 
Sent: October-31-25 08:08
To: David Palmer <david@palmerswystun.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Susan Marshall <susan@palmerswystun.com>; Kemp, Kelsey <Kelsey.Kemp@canadalife.com>
Subject: RE: Change of Consultants - David Palmer -Workspace matter not contracting (TRM IG/ New GRP BK paperwork required) (CALGY)

Hi David,

Thank you for your inquiry.  
I cannot assist with ‘Workspace” access; Distribution Methodology team is responsible for Workspace access.  

The new Group Broker commission code is for placing new group business and servicing existing group business and GWL Individual legacy business (GWL IND legacy business to be ‘serviced’ due to a buy/sell agreement or retirement). 

For placing new “Living benefit’ policies, please contact Canada Life MGA channel  i.e. CI policies.  

@Distribution Methodology, 
As per below, please assist. 

Thank you, 
Have a great day!

Rhonda Delorme (she/her)
Contracting Specialist – Group Broker 
Contracting, Compensation and Financial Operations

Group Broker mailbox:  GWLCompandContracting GWLCompandContracting@canadalife.com      

 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: David Palmer <david@palmerswystun.com> 
Sent: October 30, 2025 5:40 PM
To: Delorme, Rhonda <Rhonda.Delorme@canadalife.com>; Susan Marshall <susan@palmerswystun.com>
Cc: Kemp, Kelsey <Kelsey.Kemp@canadalife.com>
Subject: [EXT] RE: Change of Consultants - David Palmer (TRM IG/ New GRP BK paperwork required) (CALGY)

Hi Rhonda, Today I went to get into workspace (no Phone # for issues). And it sent a verification email to davidp@ harbourfrontwealth. com. mgana. aw Can you please assist in getting the .mgana. aw removed from the email so that I can receive the
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Rhonda,

Today I went to get into workspace (no Phone # for issues).
And it sent a verification email to davidp@harbourfrontwealth.com.mgana.aw

Can you please assist in getting the .mgana.aw removed from the email so that I can receive the verification code?
Also, Susan has the same problem. Can we get hers updated too?

Or the phone number we need to get this fixed.

On another note, will this new advisor code allow us to manage GWL Segregated Funds, GWL CI Policies etc. as well as future Group plans?

David Palmer
CFP, EPC, RRC	 
	
	
BUS:  587.500.3453
CELL: 403.540.5920
TOLL-FREE: 1.877.588.6822
 

 

                                                   harbourfrontwealth.com
	
    	 
Important note: Please do not send trading instructions to Harbourfront Wealth Management by email. Email should be used for general enquiries only. Members of the Harbourfront Group of Companies will not act on any instructions sent using email, as it is not always possible to ascertain who actually sent the instructions and will not accept any financial liability for any act or failure to act on the instructions in an email. This email and any files transmitted with it are privileged, confidential, subject to copyright and intended solely for the use of the individual or entity to whom they are addressed. Any unauthorized use, copying, review or disclosure is prohibited. If you are not the intended recipient, you are hereby notified that any review, retransmission, conversion to hard copy, copying, circulation or other use of this message is strictly prohibited and may be illegal. Please inform the sender immediately or write to compliance@harbourfrontwealth.com and delete this document immediately.



From: Delorme, Rhonda <Rhonda.Delorme@canadalife.com> 
Sent: October 30, 2025 8:37 AM
To: Susan Marshall <susan@palmerswystun.com>
Cc: David Palmer <david@palmerswystun.com>; Kemp, Kelsey <Kelsey.Kemp@canadalife.com>
Subject: RE: Change of Consultants - David Palmer (TRM IG/ New GRP BK paperwork required) (CALGY)

	You don't often get email from rhonda.delorme@canadalife.com. Learn why this is important 

Hi Susan, 
Hope your day is going well😊
 
Yes, David is active in our MGA channel (H4056).
 
Attached is the group broker contracting paperwork.  Any questions or concerns please let me know.  
 
Thank you, 
Have a great day!
 
Rhonda Delorme (she/her)
Contracting Specialist – Group Broker 
Contracting, Compensation and Financial Operations
 
Group Broker mailbox:  GWLCompandContracting GWLCompandContracting@canadalife.com      
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Susan Marshall <susan@palmerswystun.com> 
Sent: October 27, 2025 4:47 PM
To: Delorme, Rhonda <Rhonda.Delorme@canadalife.com>
Cc: David Palmer <david@palmerswystun.com>; Kemp, Kelsey <Kelsey.Kemp@canadalife.com>
Subject: [EXT] RE: Change of Consultants - David Palmer (TRM IG/ New GRP BK paperwork required) (CALGY)
 
HI Rhonda, David has no group today but has the potential of writing group insurance tomorrow. David will be servicing the transfer mentioned below. David does have an Advisor code for Canada Life. Please forward the contracting paperwork. Thank
HI Rhonda,
 
David has no group today but has the potential of writing group insurance tomorrow. David will be servicing the transfer mentioned below.
 
David does have an Advisor code for Canada Life.
 
Please forward the contracting paperwork.
 
 
Thank you,		 
 	 
Susan Marshall	 
 		
 	Senior Administrative Associate 	
 	Palmer Swystun & Associates
Mobile: 587 500-3453
harbourfrontwealth.com
 
 	
 	    	 
 	Important note: Please do not send trading instructions to Harbourfront Wealth Management by email. Email should be used for general enquiries only. Members of the Harbourfront Group of Companies will not act on any instructions sent using email, as it is not always possible to ascertain who actually sent the instructions and will not accept any financial liability for any act or failure to act on the instructions in an email. This email and any files transmitted with it are privileged, confidential, subject to copyright and intended solely for the use of the individual or entity to whom they are addressed. Any unauthorized use, copying, review or disclosure is prohibited. If you are not the intended recipient, you are hereby notified that any review, retransmission, conversion to hard copy, copying, circulation or other use of this message is strictly prohibited and may be illegal. Please inform the sender immediately or write to compliance@harbourfrontwealth.com and delete this document immediately.

				
 
 
From: Delorme, Rhonda <Rhonda.Delorme@canadalife.com> 
Sent: October 27, 2025 1:39 PM
To: Susan Marshall <susan@palmerswystun.com>
Cc: David Palmer <david@palmerswystun.com>; Kemp, Kelsey <Kelsey.Kemp@canadalife.com>
Subject: FW: Change of Consultants - David Palmer (TRM IG/ New GRP BK paperwork required) (CALGY)
 
	Some people who received this message don't often get email from rhonda.delorme@canadalife.com. Learn why this is important 

Hi Susan, 
 
Thank you for your email. 
 
Canada Life is one company; although, we still work very separate by channel.  Great-West Life (GWL) legacy business is now aligned to Canada Life (CL) Group broker channel; MGA channel is now Canada Life Direct channel (formally ADSL, WISE, Gold Key or F55). 
 
Does David intend to sell new group business or service existing for the transfer mentioned below?  Please advise, then we can forward the applicable contracting paperwork. 
 
CL contracts as the advisor ‘holds themselves’ to the public, as an “individually” or “corporately” to contract with Canada Life (in relation to provincial licensing requirements). I’ve include our group office contact for additional assistance going forward. 
 
Any questions or concerns please let me know.  Thank you, 
 
Have a great day!
 
Rhonda Delorme (she/her)
Contracting Specialist – Group Broker 
Contracting, Compensation and Financial Operations
 
Group Broker mailbox:  GWLCompandContracting GWLCompandContracting@canadalife.com      
 
 
 
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: GWLCompandContracting <GWLCompandContracting@canadalife.com> 
Sent: October 17, 2025 3:37 PM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: Change of Consultants
 
 
________________________________________
From: Susan Marshall <susan@palmerswystun.com>
Sent: Friday, October 17, 2025 3:37:04 PM (UTC-06:00) Central Time (US & Canada)
To: GWLCompandContracting <GWLCompandContracting@canadalife.com>
Cc: David Palmer <david@palmerswystun.com>
Subject: [EXT] RE: Change of Consultants
HI, Further to my email from yesterday, we know Great West Life is not on PPI’s platform, and this is our MGA however, PPI sends David’s compensation to his Hidden Strategies Inc. business. We would like to know if we would be able
 
HI,
 
Further to my email from yesterday, we know Great West Life is not on PPI’s platform, and this is our MGA however, PPI sends David’s compensation to his Hidden Strategies Inc. business. 
We would like to know if we would be able to write policies directly under Hidden Strategies Inc.
 
Please advise.
Thank you,		 
 	 
Susan Marshall	 
 		
 	Senior Administrative Associate 	
 	Palmer Swystun & Associates
Mobile: 587 500-3453
harbourfrontwealth.com
 
 	
 	    	 
 	Important note: Please do not send trading instructions to Harbourfront Wealth Management by email. Email should be used for general enquiries only. Members of the Harbourfront Group of Companies will not act on any instructions sent using email, as it is not always possible to ascertain who actually sent the instructions and will not accept any financial liability for any act or failure to act on the instructions in an email. This email and any files transmitted with it are privileged, confidential, subject to copyright and intended solely for the use of the individual or entity to whom they are addressed. Any unauthorized use, copying, review or disclosure is prohibited. If you are not the intended recipient, you are hereby notified that any review, retransmission, conversion to hard copy, copying, circulation or other use of this message is strictly prohibited and may be illegal. Please inform the sender immediately or write to compliance@harbourfrontwealth.com and delete this document immediately.

				
 
 
From: Susan Marshall 
Sent: October 16, 2025 3:04 PM
To: 'gwlcompandcontracting@canadalife.com' <gwlcompandcontracting@canadalife.com>
Cc: David Palmer <david@palmerswystun.com>
Subject: Change of Consultants
 
Hi,
 
We are no longer with Investors Group, but we have joined the HEPSI team which the MGA is PPI Management.
 
We have a client that would like to transfer her CI policy to David Palmer. We have advisor codes for Canada Life, but it seems we can’t apply for an advisor code for Great West Life.
 
How would we go about obtaining an advisor code for GWL so we can continue to service our GWL clients that would like to transition to us?
 
Please advise.
 
Thank you,		 
 	 
Susan Marshall	 
 		
 	Senior Administrative Associate 	
 	Palmer Swystun & Associates
Mobile: 587 500-3453
harbourfrontwealth.com
 
 	
 	    	 
 	Important note: Please do not send trading instructions to Harbourfront Wealth Management by email. Email should be used for general enquiries only. Members of the Harbourfront Group of Companies will not act on any instructions sent using email, as it is not always possible to ascertain who actually sent the instructions and will not accept any financial liability for any act or failure to act on the instructions in an email. This email and any files transmitted with it are privileged, confidential, subject to copyright and intended solely for the use of the individual or entity to whom they are addressed. Any unauthorized use, copying, review or disclosure is prohibited. If you are not the intended recipient, you are hereby notified that any review, retransmission, conversion to hard copy, copying, circulation or other use of this message is strictly prohibited and may be illegal. Please inform the sender immediately or write to compliance@harbourfrontwealth.com and delete this document immediately.",True,2025-11-26T20:39:39.000+0000,False,False,005OH00000AbCcLYAV,2025-11-26T20:39:39.000+0000,005OH00000AbCcLYAV,2025-11-26T20:39:52.000+0000,005OH00000AbCcLYAV,2025-11-26T20:39:52.000+0000,(403)540-5920,,davidp@harbourfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giGP9YAM,False,,24071531,0030A0000029oOrQAI,0010A000002wB3KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:34:27.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T21:34:27.000+0000,005OH00000BfonJYAR,2025-11-26T21:34:27.000+0000,005OH00000BfonJYAR,2025-11-26T21:34:27.000+0000,(604)779-4094,,sanjay@modemoney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giGX9YAM,False,,24068313,0030A0000029dXbQAI,0010A000002w233QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor needed assistance signing onto workspace.
****************
Hi Wen  , thank you for contacting the workspace support today.

To recap our call, you needed assistance reconnecting your MFA, however the phone number here does not match your contact as we spoke. You can update it through Apexa to reflect correctly here. You should now be able to sign onto your account with the MFA of your choice.




We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T20:45:39.000+0000,False,False,005OH00000BFQFCYA5,2025-11-26T20:40:02.000+0000,005OH00000BFQFCYA5,2025-11-26T21:01:25.000+0000,005OH00000BFQFCYA5,2025-11-26T21:01:25.000+0000,(604)438-3699,(778) 788-9366,winnieli@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giHEiYAM,False,,24069704,0030A000003BsuXQAS,0010A000002w2ZfQAI,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer inquired about the Canada Life 'freedom to choose' life insurance coverage. The agent explained that the coverage expires at age 85 and there is no option to continue it after that. The agent mentioned that the main advantage of this plan is the instant pre-approval of $25,000 without medical questions. The customer was interested in exploring other life insurance options from Canada Life, and the agent said they would need to schedule a call with another advisor to discuss those (ai generated).",True,2025-11-26T21:15:07.000+0000,False,False,005OH000006wbdFYAQ,2025-11-26T21:02:51.000+0000,005OH000006wbdFYAQ,2025-11-26T21:15:36.000+0000,005OH000006wbdFYAQ,2025-11-26T21:15:36.000+0000,15145695560 EXT,,davidyang15@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wbdFYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giHGLYA2,False,,24068863,0035o000005y31QAAQ,0015o000006VtsnAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:48:37.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T20:48:37.000+0000,005OH000004Ir1xYAC,2025-11-26T20:48:38.000+0000,005OH000004Ir1xYAC,2025-11-26T20:48:38.000+0000,(780)863-9188,,annalu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giHbPYAU,False,,24070712,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:19:42.000+0000,False,False,005OH000005URvxYAG,2025-11-26T21:19:42.000+0000,005OH000005URvxYAG,2025-11-26T21:19:43.000+0000,005OH000005URvxYAG,2025-11-26T21:19:43.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giHg8YAE,False,,24066997,0030A0000029kVZQAY,0010A000002w7qzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:21:41.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T20:21:41.000+0000,0055o000002DK5fAAG,2025-11-26T20:21:41.000+0000,0055o000002DK5fAAG,2025-11-26T20:21:41.000+0000,(855)770-2799,,david.martel@ipcc.org,(905)873-1878,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giInXYAU,False,,24069654,003G0000018f7drIAA,0010A000002wPkNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor needed assistance registering for their MGA account.
*********
Hi Marie , thank you for contacting the workspace support today.

To recap our call, you needed assistance registering for your MGA account, I assisted with resetting your password and you were about to complete the registration. If you have any issues, please let me know



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T21:21:53.000+0000,False,False,005OH00000BFQFCYA5,2025-11-26T21:02:00.000+0000,005OH00000BFQFCYA5,2025-11-26T21:25:38.000+0000,005OH00000BFQFCYA5,2025-11-26T21:25:38.000+0000,(780)465-5201,(780) 497-1036,marie@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giK68YAE,False,,24070398,0030A00000ChWywQAF,0010A00000DJ44AQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:14:36.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T21:14:36.000+0000,005OH000003ds0PYAQ,2025-11-26T21:14:37.000+0000,005OH000003ds0PYAQ,2025-11-26T21:14:37.000+0000,(647)272-3336,,rhlifeinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giKJ6YAM,False,,24068667,0035o0000065l47AAA,0015o000006eCO9AAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:45:03.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T20:45:03.000+0000,005OH000004Ir1xYAC,2025-11-26T20:45:03.000+0000,005OH000004Ir1xYAC,2025-11-26T20:45:03.000+0000,(780)655-1926,,yx1@ualberta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giKpIYAU,False,,24067414,0031600002N212TAAR,0010A000002wNbPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Resetting User ID password.,Medium,"***DDS*** 11/26/25
Name: Megan Wenckowski
Phone: 902-824-3725
Agent code: W6515 
Reference: KB0020858
MGA - Validated users full name and Compensation Code. Phone number and Address.

Email: Hello Megan,

Thank you for contacting Workspace Support today regarding Resetting User ID password.

To re-cap our call today:

We reset you User ID
We setup MFA (Salesforce App)
Confirmed we can log in, logout and log back in.
Confirmed we are able to link MGA to Advice Canada.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-26T20:49:32.000+0000,False,False,005OH00000BGeeHYAT,2025-11-26T20:27:30.000+0000,005OH00000BGeeHYAT,2025-11-26T20:49:33.000+0000,005OH00000BGeeHYAT,2025-11-26T20:49:33.000+0000,(902)825-6000,(902) 824-3725,mwenckowski@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giKqyYAE,False,,24069656,0030A0000029YiKQAU,0010A000002vy4XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:02:04.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T21:02:04.000+0000,005OH000003ds0PYAQ,2025-11-26T21:02:04.000+0000,005OH000003ds0PYAQ,2025-11-26T21:02:04.000+0000,(905)775-1102,,rochbeaulieu.cfp@gmail.com,(905)775-1104,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giLWoYAM,False,,24068279,0030A000007fLNaQAM,0010A000008WzGpQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Incorrect combination error message,Medium,"ADI BARTAL
C7965
adi@ltrinsurance.com
Advisor was using incorrect email address for workspace login. They were able to login with work email.

Hello Adi,

Thank you for calling workspace support team with login issue. I am so happy to assist you with this.

To recap, you were getting incorrect combination error message for workspace login. After investigation, we found that you are using incorrect email address for login. You were able to login with your work email successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T20:48:33.000+0000,False,False,005OH00000BFiyTYAT,2025-11-26T20:39:36.000+0000,005OH00000BFiyTYAT,2025-11-26T20:48:33.000+0000,005OH00000BFiyTYAT,2025-11-26T20:48:33.000+0000,(647)339-5435,,bartaladi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giLYSYA2,False,,24068769,0035o0000062vFTAAY,0015o000006bWYRAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:46:59.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T20:46:59.000+0000,005OH000004Ir1xYAC,2025-11-26T20:47:00.000+0000,005OH000004Ir1xYAC,2025-11-26T20:47:00.000+0000,(780)938-6266,,yegbeautybaby@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giLn1YAE,False,,24070168,0030A0000029fwIQAQ,0010A000002w40iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:10:47.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T21:10:47.000+0000,005OH00000BfjndYAB,2025-11-26T21:10:48.000+0000,005OH00000BfjndYAB,2025-11-26T21:10:48.000+0000,(604)517-1023,(604) 317-2795,nick.cheng@edwardjones.com,(604)517-1025,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giMCoYAM,False,,24072435,0030A0000029ibtQAA,0010A000002w6IBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:53:59.000+0000,False,False,005OH000006owoYYAQ,2025-11-26T21:53:59.000+0000,005OH000006owoYYAQ,2025-11-26T21:54:00.000+0000,005OH000006owoYYAQ,2025-11-26T21:54:00.000+0000,(306)752-8497,,kstratulat@credentialfs.ca,(306)752-9174,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giMxeYAE,False,,24070329,0030A0000029nS3QAI,0010A000002wAJKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User is not getting the MFA alert on his browser. 
KB0020738  - Phone/Code/Address (Residence) - Called user back to disconnect MFA
User was automatically directed to change password on Workspace
KB0016714 - Assisted user to set up authenticator Salesforce authenticator 
User having issues to use Salesforce (KB0022825 - allowing notifications) so helped used set up Google authenticator (KB0022825)

Email: dohee_p@hotmail.com
Code: 86619
Phone: 604-764-0639

***********************************************************
Good afternoon, Do Hee

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Google authenticator.  
 
If you have any questions or need further assistance, we’re here to help

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T22:05:41.000+0000,False,False,005OH00000BG5v4YAD,2025-11-26T21:13:21.000+0000,005OH00000BG5v4YAD,2025-11-26T22:05:41.000+0000,005OH00000BG5v4YAD,2025-11-26T22:05:41.000+0000,(604) 764-0639,,dohee_p@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giOTAYA2,False,,24071159,0030A0000029V3SQAU,0010A000002vv5sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:26:52.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T21:26:52.000+0000,005OH00000BfonJYAR,2025-11-26T21:26:52.000+0000,005OH00000BfonJYAR,2025-11-26T21:26:52.000+0000,(250)585-0377,,ivan@ivanwealth.com,(250)585-0378,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giP4AYAU,False,,24067305,0030A00000BmYyzQAF,0010A00000CN0InQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:25:38.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T20:25:38.000+0000,0055o000002DK5fAAG,2025-11-26T20:25:39.000+0000,0055o000002DK5fAAG,2025-11-26T20:25:39.000+0000,(416)201-8285,,paola.distefano@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giPc1YAE,False,,24067122,0030A0000029owLQAQ,0010A000002wBVeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:23:20.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T20:23:20.000+0000,005OH00000BfonJYAR,2025-11-26T20:23:21.000+0000,005OH00000BfonJYAR,2025-11-26T20:23:21.000+0000,(604)662-5512,(778) 834-5512,hal@wmsfinancial.ca,(604)662-3208,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giPqXYAU,False,,24067195,0030A0000029muJQAQ,0010A000002w9q1QAA,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000001t1uPAAQ,2025-11-26T20:24:23.000+0000,0055o000001t1uPAAQ,2026-02-05T21:22:38.000+0000,0055o000001t1uPAAQ,2026-02-05T21:22:38.000+0000,(416)417-9008,(416) 417-9008,isaloins@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giQ3XYAU,False,,24071994,003G0000018f6aIIAQ,0010A000002wOXaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Access,Medium,"SANDRA POLLACK
Sandra sent us an email advising that they were not able to log into their workspace account due to incorrect combination of email, password and association. They advised that they were getting this message even after they reset their password.
I advised user to clear cache and history, close and reopen the browser, try to reset their password again and advise if they still have any trouble.
Update from November 27th, 2025: Sandra replied that the troubleshooting steps didn't work. I sent an email for user to set up a call with us for better assistance.
Called user: we were able to reset ISAM password to unlock and get access.

Email:
----------
Hello Sandra,

It was a pleasure speaking with you today about access to your workspace account.

On the call today, we reset your password for your LL number on RepNet through the link I sent to you in the email before. We were then able to get you back your access to workspace.

Let me know if any more questions arise and I will be happy to assist you.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Sandra Pollack <sandy@trimaranadvisory.com> 
Sent: November 27, 2025 11:53 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace Access - 24071994

Apologies. Today noon 613-744-1011 Sandra Pollack,CFP,CLU,TEP, FEA Trimaran Advisory Group Ltd On Nov 27, 2025, at 11: 50 AM, Workspace Support <WorkspaceSupport@ canadalife. com> wrote:  Hello Sandra, I am sorry that you are still having
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Apologies.  
Today noon 
613-744-1011

Sandra Pollack,CFP,CLU,TEP, FEA 
Trimaran Advisory Group Ltd 



On Nov 27, 2025, at 11:50 AM, Workspace Support <WorkspaceSupport@canadalife.com> wrote:
 
Hello Sandra,
 
I am sorry that you are still having issues with accessing your workspace account.
 
It appears that your User ID has now been locked which is affecting your workspace login. Please provide the best time and phone number that we can reach you at to set up a call and I can unlock it for you. If you prefer, you can also call us at … where an agent will be happy to assist you. 
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Sandra Pollack <sandy@trimaranadvisory.com> 
Sent: November 27, 2025 9:57 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Access - 24071994 HELP
Importance: High
 
We did everything recommended and I am unable to log in. Has my account been locked out due to unsuccessful log ins. We need access. ASAP. Thanks Sandra Pollack, CFP, CLU, TEP, FEA, MFA-P Founder and Principal Trimaran Advisory Group Ltd. 680
We did everything recommended and I am unable to log in.
Has my account been locked out due to unsuccessful log ins.
We need access. ASAP.
Thanks
 
 
<image001.png>
Sandra Pollack, CFP, CLU, TEP, FEA, MFA-P
Founder and Principal
Trimaran Advisory Group Ltd.
680 Montreal Road  Ottawa ON  K1K 0T3
Tel: 613-744-1011 / Fax: 613-744-4883
 

<image002.png>
     
<image003.png>
      
<image004.png>

 	
<image005.png>

 
Click above to order your copy of
Don’t Leave a Mess!
 
 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, November 26, 2025 4:45 PM
To: Sandra Pollack <sandy@trimaranadvisory.com>
Subject: Workspace Access - 24071994
 
Hello Sandra,
 
Thank you for contacting Workspace Support. I am sorry that you are having trouble accessing your Workspace account.
 
To resolve this issue, please try some of the troubleshooting steps below:
 
STEP 1: Clear your cache and history
You can do this by selecting ctrl+shift+delete and then select the option to delete all history from the device. 
 
STEP 2: Close and reopen the browser
 
STEP 3: Reset your password again through this link and selecting ‘Forgot password?’ 
https://lifeco.my.site.com/workspace/s/login/?language=en_US
 
STEP 4: Please try to sign in again once the password has been successfully reset.
  
If this issue persists, please let us know. We can schedule a call to do some more troubleshooting and escalate if needed.
 
 
I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Sandra Pollack <sandy@trimaranadvisory.com> 
Sent: November 26, 2025 3:52 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Nair, Abby <abby@trimaranadvisory.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Subject: [EXT] URGENT: Workspace account access for Advisor
Importance: High
 
Hi Team, I am unable to log into my workspace account. I have reset the password, yet it gives the error code ERR-W1285. Kindly assist with fixing this issue. I have to be able to access my workspace in order to complete applications. Sandra
 
Hi Team,
 
I am unable to log into my workspace account. I have reset the password, yet it gives the error code ERR-W1285.
 
Kindly assist with fixing this issue. I have to be able to access my workspace in order to complete applications.
 
<image006.png>
 
 
 
 
<image007.png>
Sandra Pollack, CFP, CLU, TEP, FEA, MFA-P
Founder and Principal
Trimaran Advisory Group Ltd.
680 Montreal Road  Ottawa ON  K1K 0T3
Tel: 613-744-1011 / Fax: 613-744-4883
 

<image008.png>
     
<image009.png>
      
<image010.png>

 	
<image005.png>

 
Click above to order your copy of
Don’t Leave a Mess!",True,2025-11-26T21:44:20.000+0000,False,False,005OH00000BGf2TYAT,2025-11-26T21:44:20.000+0000,005OH00000BGf2TYAT,2025-11-27T17:31:22.000+0000,005OH00000BGf2TYAT,2025-11-27T17:31:22.000+0000,(613)744-1011,(613) 558-5580,sandy@trimaranadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giQptYAE,False,,24069780,0035o000005y31QAAQ,0015o000006VtsnAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:04:05.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T21:04:05.000+0000,005OH000004Ir1xYAC,2025-11-26T21:04:05.000+0000,005OH000004Ir1xYAC,2025-11-26T21:04:05.000+0000,(780)863-9188,,annalu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giQwJYAU,False,,24068037,0030A0000029ZhqQAE,0010A000002vywnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:35:57.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T20:35:57.000+0000,005OH000004Ir1xYAC,2025-11-26T20:35:58.000+0000,005OH000004Ir1xYAC,2025-11-26T20:35:58.000+0000,(403)245-2540,(403) 245-2540,dan@peacock-financial.ca,(866)731-6020,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giRaeYAE,False,,24070873,0030A0000029hU7QAI,0010A000002w5NMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:22:26.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T21:22:26.000+0000,005OH00000BfjndYAB,2025-11-26T21:22:26.000+0000,005OH00000BfjndYAB,2025-11-26T21:22:26.000+0000,(250)863-9620,(250) 863-9620,rpfin@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giRsSYAU,False,,24071429,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:32:15.000+0000,False,False,005OH000005URvxYAG,2025-11-26T21:32:15.000+0000,005OH000005URvxYAG,2025-11-26T21:32:16.000+0000,005OH000005URvxYAG,2025-11-26T21:32:16.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giSbXYAU,False,,24069414,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,process walkthrough,Medium,,True,2025-11-26T20:58:50.000+0000,False,False,005OH000006uYrkYAE,2025-11-26T20:57:53.000+0000,005OH000006uYrkYAE,2025-11-26T20:58:50.000+0000,005OH000006uYrkYAE,2025-11-26T20:58:50.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giTMMYA2,False,,24069319,0030A000005zJDHQA2,0010A000006jrx7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in (Outbound),Medium,"Eliese requested to call as the user is havinging issues with signing into Workspace. 
Call went straight to voicemail. 

Email: zach@intagenwealth.com

*********************************************************
Good afternoon, Zachary 

I just gave you a call to assist you with signing into your Workspace account. Please provide a time and date you are available and I can see a call back to assist you with this issue!
 
If you have any questions or need further assistance, we’re here to help

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T20:56:14.000+0000,False,False,005OH00000BG5v4YAD,2025-11-26T20:56:14.000+0000,005OH00000BG5v4YAD,2025-11-26T21:01:19.000+0000,005OH00000BG5v4YAD,2025-11-26T21:01:19.000+0000,(604)685-6521,(778) 988-9199,zach@intagenwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giUTiYAM,False,,24071892,003OH0000062oIIYAY,001OH000007YAFYYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:42:29.000+0000,False,False,0055o000002KxaMAAS,2025-11-26T21:42:29.000+0000,0055o000002KxaMAAS,2025-11-26T21:42:29.000+0000,0055o000002KxaMAAS,2025-11-26T21:42:29.000+0000,(403)527-1523,,zachary@smithgroupinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giV80YAE,False,,24069902,0030A0000029pqCQAQ,0010A000002wCCgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:06:08.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T21:06:08.000+0000,005OH000003ds0PYAQ,2025-11-26T21:06:08.000+0000,005OH000003ds0PYAQ,2025-11-26T21:06:08.000+0000,(705)253-0036,,roger.mills@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giVG5YAM,False,,24070051,0030A0000029VI0QAM,0010A000002vvEjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:08:31.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T21:08:31.000+0000,0055o000002DK5fAAG,2025-11-26T21:08:32.000+0000,0055o000002DK5fAAG,2025-11-26T21:08:32.000+0000,(416)234-8055,4169301634,rwright@mwfi.ca,(416)234-8067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giVeNYAU,False,,24071361,0030A0000029lmiQAA,0010A000002w8ruQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:31:01.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T21:31:01.000+0000,005OH00000BfonJYAR,2025-11-26T21:31:01.000+0000,005OH00000BfonJYAR,2025-11-26T21:31:01.000+0000,(604)420-0503,,emeli@eyfinancial.com,(604)415-4789,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giVfrYAE,False,,24070593,0030A0000029ZLVQA2,0010A000002vyePQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:17:55.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T21:17:55.000+0000,005OH000003ds0PYAQ,2025-11-26T21:17:55.000+0000,005OH000003ds0PYAQ,2025-11-26T21:17:55.000+0000,(613)349-6215,,rosanna@publowadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giX3MYAU,False,,24072018,0030A0000029pBCQAY,0010A000002wBgsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:44:43.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T21:44:43.000+0000,005OH00000BfjndYAB,2025-11-26T21:44:44.000+0000,005OH00000BfjndYAB,2025-11-26T21:44:44.000+0000,(250)921-9600,,stevecutt15@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giX4xYAE,False,,24071451,003G0000018f7yyIAA,0010A000002wQ4vQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Jamie,

As mentioned in my previous email, please see below for your password-protected Excel file:
FB2HPWB78Y

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Jamie,

Our team received a request from Customer Service Specialist team for the Wealth Fund Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi Tara,

Thank you for the screenshot below as I was able to locate the information.

This request is now complete and sent to the advisor, jc@rlfadvisory.com.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Ulmer, Tara <Tara.Ulmer@canadalife.com> 
Sent: November 26, 2025 2:33 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: Jamie Campbell - Advisor Code A1212 /Case24043435

Hi 

This is an ADSL advisor, and his advisor code is A1212.   

 

Sincerely,

Tara Ulmer (she/her)
Sr Customer Service Specialist | Canada Operations
Individual Wealth Savings, T424-2
Tara.Ulmer@canadalife.com | 548-482-5647    

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 26, 2025 2:08 PM
To: Ulmer, Tara <Tara.Ulmer@canadalife.com>
Subject: RE: Jamie Campbell - Advisor Code A1212 /Case24043435

Good day Tara,

The code provided appears to be aligned to GWL. Could you please also provide us the advisor’s code (ex. ADSL, Producer) for us to look into?

Please note our team provide client listings report to external (field) users only due to security purposes and client sensitive data.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Ulmer, Tara <Tara.Ulmer@canadalife.com> 
Sent: November 25, 2025 9:39 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Ulmer, Tara <Tara.Ulmer@canadalife.com>
Subject: Jamie Campbell - Advisor Code A1212

Hi

Can we please have a list of all clients under advisor Jamie Campbell (advisor code A1212) that hold the DIO and/or GIO on their policy?


Thank you.

Tara Ulmer (she/her)
Sr Customer Service Specialist | Canada Operations
Individual Wealth Savings, T424-2
Tara.Ulmer@canadalife.com | 548-482-5647 

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-26T21:32:42.000+0000,False,False,005OH0000071DK9YAM,2025-11-26T21:32:42.000+0000,005OH0000071DK9YAM,2025-11-26T21:32:43.000+0000,005OH0000071DK9YAM,2025-11-26T21:32:43.000+0000,(204)594-2217,(204) 955-9322,jc@rlfadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giXY1YAM,False,,24071296,0030A0000029nS3QAI,0010A000002wAJKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA call back,Medium,Called back user for authentication reasons. Refer to C24070329,True,2025-11-26T21:35:56.000+0000,False,False,005OH00000BG5v4YAD,2025-11-26T21:29:30.000+0000,005OH00000BG5v4YAD,2025-11-26T21:35:56.000+0000,005OH00000BG5v4YAD,2025-11-26T21:35:56.000+0000,(604) 764-0639,,dohee_p@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giXbEYAU,False,,24070339,0030A0000029ibsQAA,0010A000002w6IAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:13:34.000+0000,False,False,005OH000003ds0PYAQ,2025-11-26T21:13:34.000+0000,005OH000003ds0PYAQ,2025-11-26T21:13:34.000+0000,005OH000003ds0PYAQ,2025-11-26T21:13:34.000+0000,(905)922-2170,,rpersaud@keybase.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giY98YAE,False,,24071785,0030A0000029lazQAA,0010A000002w8jeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:39:48.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T21:39:48.000+0000,005OH00000BfonJYAR,2025-11-26T21:39:48.000+0000,005OH00000BfonJYAR,2025-11-26T21:39:48.000+0000,(604)720-8266,(604) 720-8266,derektmlei@gmail.com,(604)270-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giYNbYAM,False,,24070196,0035o000005p6hPAAQ,0015o000006N3L6AAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:11:13.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T21:11:13.000+0000,0055o000002DK5fAAG,2025-11-26T21:11:14.000+0000,0055o000002DK5fAAG,2025-11-26T21:11:14.000+0000,(905)713-3338,,kristin.burns@edwardjones.com,(877)479-3161,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giYU9YAM,False,,24073575,003OH00000EDk9zYAD,001OH00000HtpLDYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ISAM Password Reset for Product Illustration Login,Medium,"Hi Kaiden, 

I am glad I was able to resolve your issue. 

If you come across any other issues, don’t hesitate to communicate with us by email or by giving us a phone call. 

Have a wonderful day. 

I’m aiming to ensure you’re completely satisfied with our service. Could you spare a few seconds to fill out our survey? It’s a small favor that aids me greatly : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, November 26, 2025 2:31 PM
To: Nicholson, Kaiden <kaiden@aspireplanning.ca>
Subject: Phone Call - Product Illustration Access Issue - 

Hi Kaiden, 

Your User ID password has been reset. Please use the temporary password provided to you in our phone call. 

Next steps:

1.	Go to the Canada Life Self-Care page: Sign in | Canada Life

2.	Log in using your User ID and the temporary password provided to you during our phone call

o	If you are updating your London Life ID profile, add @llext after your ID (e.g., LL12345@llext).

3.	Once logged in, enter: 

o	Current Password: Temporary password provided above
o	New Password: Your chosen permanent password
o	Re-enter New Password: Confirm your new password

4.	Click Save Changes.

Password Rules:

•	8–12 characters
•	Must include upper and lower-case letters and numbers
•	Cannot be the same as your last five passwords
•	Cannot match your User ID or contain your name
•	No spaces allowed

After completing these steps, you can log in to the Product Illustrator with your new password. Note: You do not need to add @llext after your LL12345 number when logging into the Product Illustrator.
If you have any issues during this process, please reply to this email and we’ll be happy to assist.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T22:38:37.000+0000,False,False,0055o000001zVCKAA2,2025-11-26T22:22:46.000+0000,0055o000001zVCKAA2,2025-11-26T22:38:38.000+0000,0055o000001zVCKAA2,2025-12-13T02:01:41.000+0000,(780)801-7711,,kaiden@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giZTPYA2,False,,24071615,0030A0000041wbvQAA,0010A000004nW2QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:36:00.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T21:36:00.000+0000,005OH000004Ir1xYAC,2025-11-26T21:36:01.000+0000,005OH000004Ir1xYAC,2025-11-26T21:36:01.000+0000,(403)928-2788,(403) 928-2788,vern@missionfinancial.ca,(587)289-1987,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giZoHYAU,False,,24069158,0030A0000029WvYQAU,0010A000002vwavQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T20:53:20.000+0000,False,False,0055o000001h4cFAAQ,2025-11-26T20:53:20.000+0000,0055o000001h4cFAAQ,2025-11-26T20:53:21.000+0000,0055o000001h4cFAAQ,2025-11-26T20:53:21.000+0000,(905)896-9060,(416) 294-5897,burke.mudge@manulifesecurities.ca,(905)366-0990,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gia1EYAQ,False,,24071612,0030A0000029krvQAA,0010A000002w870QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:35:54.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T21:35:54.000+0000,005OH00000BfonJYAR,2025-11-26T21:35:54.000+0000,005OH00000BfonJYAR,2025-11-26T21:35:54.000+0000,(604)575-1507X2014,(604) 416-1953,cheryl.abbot@iaprivatewealth.ca,(604)575-1508,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giaUDYAY,False,,24069277,0031600002RdvjwAAB,0010A000002wNtUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,"**email**

Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Joseph Francis
Code: 34639

Please email it to joe@boldfinancialsolutions.ca",True,2025-11-26T20:55:21.000+0000,False,False,005OH0000071DK9YAM,2025-11-26T20:55:21.000+0000,005OH0000071DK9YAM,2025-11-26T20:55:22.000+0000,005OH0000071DK9YAM,2025-11-26T20:55:22.000+0000,(226)378-7748,(226) 378-7748,joe@boldfinancialsolutions.ca,(519)435-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gibAHYAY,False,,24071438,0030A000009NuKaQAK,0010A00000AQ1QVQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Log in,Medium,"NIMA SALEHI (D0276)
Nima called because they cannot access their workspace account.
I advised user to select the reset password option on the site and reset their password.

Email:
----------
Hello Nima,

Thank you for contacting Workspace Support concerning your Workspace access. 

On our call today, we walked through the process of resetting your Workspace password through the ‘forgot password’ option on the site. You were able to reset your password and access Workspace successfully. Additionally, the number for client services is 1-888-252-1847. They can assist you with your form/policy related inquiries like you asked. 

Please let me know if you have any more questions.


I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T21:41:37.000+0000,False,False,005OH00000BGf2TYAT,2025-11-26T21:32:24.000+0000,005OH00000BGf2TYAT,2025-11-26T21:41:37.000+0000,005OH00000BGf2TYAT,2025-11-26T21:41:37.000+0000,(416)797-0307,,nima.salehi@visg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gibjjYAA,False,,24071339,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:30:38.000+0000,False,False,0055o000002KxaMAAS,2025-11-26T21:30:38.000+0000,0055o000002KxaMAAS,2025-11-26T21:30:38.000+0000,0055o000002KxaMAAS,2025-11-26T21:30:38.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gic2zYAA,False,,24069518,0035o000006YvGoAAK,0015o0000075uMVAAY,,,,,,,012OH000000ijW5YAI,Open,,Email,,Power Pay Access,Medium,"Patrick Joseph (advisor/user)
We were forwarded an email letting us know that Patrick was having trouble with access to PowerPay. 
As directed from a SL, I provided information for Service Desk who would be able to assist them with this inquiry.

Email:
----------
Hello Patrick,

Thank you for contacting Canada Life’s Workspace Support. We were notified that you are having trouble accessing PowerPay. 

Please contact service desk at 1-800-459-5141 to assist you with your access.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Uche, Nnedinma <Nnedinma.Uche@canadalife.com> 
Sent: November 26, 2025 10:58 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] Powerpay Self Service Reset Password / Réinitialisation du mot de passe pour l'environnement libre-service Powerpay 

Hello Team,

Please can you assist .

Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com> 
Sent: Tuesday, November 25, 2025 11:56 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: [EXT] Powerpay Self Service Reset Password / Réinitialisation du mot de passe pour l'environnement libre-service Powerpay 

 
________________________________________
From: Patrick Joseph <patrick@750swfinancial.com>
Sent: Tuesday, November 25, 2025 5:56:09 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>
Subject: RE: [EXT] Powerpay Self Service Reset Password / Réinitialisation du mot de passe pour l'environnement libre-service Powerpay 
Good afternoon. I received a password reset link, but it only gave me 30 minutes to access it. We need at least 24 hours to get to such emails. Can you please resend the link with extended expiration timelines? Thank you Best Regards, Patrick
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Good afternoon. 
 
I received a password reset link, but it only gave me 30 minutes to access it.  We need at least 24 hours to get to such emails. Can you please resend the link with extended expiration timelines?
 
Thank you
 

Best Regards,
 
Patrick Joseph
Sr. Financial Security Advisor                                                                          
Conseiller en Sécurité Financière
 
Suite 101, 56 Mill Street
Box 1300, Almonte, ON  K0A 1A0
Office: 613-256-3152
Cell: 613-714-5020
Email: patrick@750swfinancial.com 
 
 
 
From: Patrick Joseph 
Sent: November 18, 2025 12:07 PM
To: CANADALIFE.CONTRACTS&LICENSING@CANADALIFE.COM
Subject: FW: [EXT] Powerpay Self Service Reset Password / Réinitialisation du mot de passe pour l'environnement libre-service Powerpay 
Importance: High
 
Good afternoon. 
 
As per the e-mail below, I have been trying to reset my password for power pay, but once I click on the reset link I am returned to the original page asking for my username and password. No reset option is available.
 
Thank you for your help.
 
 

Best Regards,
 
Patrick Joseph
Sr. Financial Security Advisor                                                                          
Conseiller en Sécurité Financière
 
Suite 101, 56 Mill Street
Box 1300, Almonte, ON  K0A 1A0
Office: 613-256-3152
Cell: 613-714-5020
Email: patrick@750swfinancial.com 
 
 
 
From: Dayforce <NoReplySelfService@Dayforce.com> 
Sent: November 17, 2025 9:20 PM
To: patrick.joseph@canadalife.com
Subject: [EXT] Powerpay Self Service Reset Password / Réinitialisation du mot de passe pour l'environnement libre-service Powerpay 
 
 	 
You have received a secure email from Canada Life.
Vous avez reçu un courriel sécurisé de la Canada Vie.
Click here/Cliquez ici by 2025-12-08 20:20 CST 

After this date you'll need to open the attachment.
Après cette date, vous devrez ouvrir la pièce jointe 
For help, please refer to our Secure Email Service guide./Pour obtenir de l'aide, veuillez consulter notre guide du service de messagerie électronique sécurisé.



Disclaimer:  The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you have concerns about this email, please visit the Contact Us page of www.canadalife.com.

Avertissement:Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
Pour toute préoccupation en lien avec le présent courriel, veuillez consulter la page Pour nous joindre dans le site www.canadavie.com.. 

Secured by Proofpoint Encryption, Copyright © 2009-2025 Proofpoint, Inc. All rights reserved.",False,,False,False,005OH00000BGf2TYAT,2025-11-26T20:59:45.000+0000,005OH00000BGf2TYAT,2025-11-26T21:15:14.000+0000,005OH00000BGf2TYAT,2025-11-26T21:15:14.000+0000,(613)748-3455,(613) 714-5020,patrick@750swfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gicJ7YAI,False,,24069564,0035o000004GBQPAA4,0015o000004pb4qAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:00:28.000+0000,False,False,005OH000006owoYYAQ,2025-11-26T21:00:28.000+0000,005OH000006owoYYAQ,2025-11-26T21:00:29.000+0000,005OH000006owoYYAQ,2025-11-26T21:00:29.000+0000,(306)261-5959,,tian.adam.lei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gicasYAA,False,,24070698,0030A0000091uW1QAI,0010A000009yYMwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:19:30.000+0000,False,False,005OH000006owoYYAQ,2025-11-26T21:19:30.000+0000,005OH000006owoYYAQ,2025-11-26T21:19:30.000+0000,005OH000006owoYYAQ,2025-11-26T21:19:30.000+0000,(306)244-7385,,jliast@ifsgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gid0lYAA,False,,24071706,0030A0000029m2UQAQ,0010A000002w948QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:37:58.000+0000,False,False,005OH000006owoYYAQ,2025-11-26T21:37:58.000+0000,005OH000006owoYYAQ,2025-11-26T21:37:58.000+0000,005OH000006owoYYAQ,2025-11-26T21:37:58.000+0000,(306)934-5540,,ssutton@assante.com,(306)664-6081,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gidOsYAI,False,,24070094,0030A0000029VNMQA2,0010A000002vvIJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:09:03.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T21:09:03.000+0000,005OH000004Ir1xYAC,2025-11-26T21:09:03.000+0000,005OH000004Ir1xYAC,2025-11-26T21:09:03.000+0000,(403)828-4430,,collin@accessiblewealthstrategies.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gidTiYAI,False,,24071738,003OH00000T2EvtYAF,001OH00000ZLiAAYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:38:48.000+0000,False,False,0055o000002KxaMAAS,2025-11-26T21:38:48.000+0000,0055o000002KxaMAAS,2025-11-26T21:38:48.000+0000,0055o000002KxaMAAS,2025-11-26T21:38:48.000+0000,(403)926-1917,,gaby@evermarkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gidvAYAQ,False,,24073013,0030A0000029kUiQAI,0010A000002w7qIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked Workspace MGA Account,Medium,"User's Workspace MGA account was locked. I identified the user and unlocked their account. I then sent them a password reset email. The user updated their email address. 

Hi Anthony, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you unlock your Workspace MGA account and reset your password.

As mentioned during our call, if you have any other issues, please send us an email and we will be glad to assist you again. 

Have a wonderful day. 

I would really like you to take a few seconds to complete the survey below so that I can meet your expectations. By completing this survey, you can both share your feedback and request a tailored training session on Workspace. Let’s address your unique needs in one go📚: complete our brief survey


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T22:07:27.000+0000,False,False,0055o000001zVCKAA2,2025-11-26T22:07:27.000+0000,0055o000001zVCKAA2,2025-11-26T22:52:34.000+0000,0055o000001zVCKAA2,2025-11-26T22:52:34.000+0000,(346)293-7283,(604) 360-5219,anthony.windeyer@scotiawealth.com,(604)606-3866,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gie6PYAQ,False,,24069948,0030A0000029noHQAQ,0010A000002wAbwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:06:49.000+0000,False,False,0055o000002DK5fAAG,2025-11-26T21:06:49.000+0000,0055o000002DK5fAAG,2025-11-26T21:06:49.000+0000,0055o000002DK5fAAG,2025-11-26T21:06:49.000+0000,(416)498-5550,,r.nagano@ccgpwm.onmicrosoft.com,(416)498-5188,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gieEYYAY,False,,24073876,0030A000007rZMbQAM,0010A000008jzhTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to access workspace feature,Medium,"assisted the advisor in going through section, issue resolve.
==================

Hi Jesse,

Thank you for contacting the workspace support about being unable to access a specific feature within workspace.

We have tried to go over the area in workspace, and it looks like everything is working fine. There could be a system glitch at the time that you are trying to access that specific feature.

Appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T22:40:26.000+0000,False,False,005OH00000BFPZHYA5,2025-11-26T22:32:28.000+0000,005OH00000BFPZHYA5,2025-11-26T22:44:52.000+0000,005OH00000BFPZHYA5,2025-12-13T02:01:22.000+0000,(306)380-8686,,jesse@evansfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gifaMYAQ,False,,24071718,0030A0000029euvQAA,0010A000002w39AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:38:21.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T21:38:21.000+0000,005OH00000BfonJYAR,2025-11-26T21:38:21.000+0000,005OH00000BfonJYAR,2025-11-26T21:38:21.000+0000,(250)217-4461,(250) 217-4461,romph5@telus.net,(250)727-6927,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gigWQYAY,False,,24070825,0030A0000029ekUQAQ,0010A000002w30pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,GWL Book of Business,Medium,"*******DDS****** 11/26/2025
User calling about moving GWL book of business to WS and current way to getting client listing for GWL clients. DDS referred user to client services for assistance. 


*****email chain******

Hello Ben,

      Thank you for contacting Canada life workspace support, it was a pleasure assisting you today.

       Not all GWL policies are able to be displayed on workspace. For full client listing you can reach out to client services at: 1-888-252-1847 or InforceLifeClientServiceLondon@canadalife.com. You can reach your RSA Wanda Leinweber at wanda.leinweber@canadalife.com or (403) 750-2127 for verifying how to submit those documents you mentioned and for a way to verify your GWL agent code. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T21:50:26.000+0000,False,False,005OH00000BFQFHYA5,2025-11-26T21:21:37.000+0000,005OH00000BFQFHYA5,2025-11-26T21:50:26.000+0000,005OH00000BFQFHYA5,2025-11-26T21:50:26.000+0000,(403)835-7283,,ben@doylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gih2hYAA,False,,24070704,0030A0000029gCvQAI,0010A000002w4H1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:19:37.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T21:19:37.000+0000,005OH00000BfjndYAB,2025-11-26T21:19:37.000+0000,005OH00000BfjndYAB,2025-11-26T21:19:37.000+0000,(604)689-8289,,myatco@telus.net,(604)689-2801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gihibYAA,False,,24070744,0030A0000029X7oQAE,0010A000002vwmnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:20:11.000+0000,False,False,005OH000004oiYEYAY,2025-11-26T21:20:11.000+0000,005OH000004oiYEYAY,2025-11-26T21:20:11.000+0000,005OH000004oiYEYAY,2025-11-26T21:20:11.000+0000,(519)652-8484,,briansmith@legacywealthmgt.com,(519)652-8585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giiWbYAI,False,,24070941,0030A00000BReXvQAL,0010A00000C1py9QAB,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,error on accoutn xpress,Medium,,True,2025-11-26T21:24:21.000+0000,False,False,005OH000006uYrkYAE,2025-11-26T21:23:24.000+0000,005OH000006uYrkYAE,2025-11-26T21:24:21.000+0000,005OH000006uYrkYAE,2025-11-26T21:24:21.000+0000,(905)264-9205X231,,chrisc@gentilefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giirZYAQ,False,,24071058,0030A0000029aWnQAI,0010A000002vzeVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:25:24.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T21:25:24.000+0000,005OH00000BfonJYAR,2025-11-26T21:25:25.000+0000,005OH00000BfonJYAR,2025-11-26T21:25:25.000+0000,(604)688-7208,(604) 897-9016,blee@zlc.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giizdYAA,False,,24071085,0030A0000029laJQAQ,0010A000002w8jDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:25:48.000+0000,False,False,005OH00000BfjndYAB,2025-11-26T21:25:48.000+0000,005OH00000BfjndYAB,2025-11-26T21:25:49.000+0000,005OH00000BfjndYAB,2025-11-26T21:25:49.000+0000,(250)374-2429,(250) 319-4505,robert@pivafinancial.com,(250)372-1112,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gikRyYAI,False,,24072666,0030A0000029W7qQAE,0010A000002vvxaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Assisted ASA to access her workspace by making sure that she gets the password reset link.
==================

Hi Edmay,

Thank you for contacting the workspace support about you being unable to access your workspace.

We have checked all details and make sure that you will receive the password reset link. We have confirmed that you were able to access back to workspace.

Appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-26T22:12:59.000+0000,False,False,005OH00000BFPZHYA5,2025-11-26T21:59:00.000+0000,005OH00000BFPZHYA5,2025-11-26T22:16:59.000+0000,005OH00000BFPZHYA5,2025-11-26T22:16:59.000+0000,(604)524-8644,(604) 505-3244,marytesflores@yahoo.ca,(604)524-8654,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gikmvYAA,False,,24071459,0030A0000029l7mQAA,0010A000002w8JOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T21:32:52.000+0000,False,False,005OH00000BfonJYAR,2025-11-26T21:32:52.000+0000,005OH00000BfonJYAR,2025-11-26T21:32:53.000+0000,005OH00000BfonJYAR,2025-11-26T21:32:53.000+0000,(778)808-9958,,kelvinsask@hotmail.com,(604)888-4982,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ginMeYAI,False,,24072850,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor following up on previous cases
****************
Hi Munira   , thank you for contacting the workspace support today.

To recap our call, you needed assistance for previous cases 24031662 24019849 I’m sorry we didn’t have enough time today to complete the request.
Feel free to reach out when you have time.



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T22:03:56.000+0000,False,False,005OH00000BFQFCYA5,2025-11-26T22:03:56.000+0000,005OH00000BFQFCYA5,2025-11-26T22:03:57.000+0000,005OH00000BFQFCYA5,2025-11-26T22:03:57.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000ginT9YAI,False,,24073846,003G0000018f6oTIAQ,0010A000002wOqDQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration issue - Outbound missed call (VM),Medium,"Advisor code: D2488

User is having an issue completing their registration process for MGA account, as according to them they were provided the wrong User Id.
Sent a call-back request.

-------------------------------------------EMAIL--------------------------
Hi Lesley,

Thank you for contacting Workspace Support team.  

I tried calling you, but my call was forwarded to your voicemail (I left a message).
I would like to set up a phone call with you to help you with the Workspace access. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code (if it’s a non advisor account, please provide any active code(s) associated with one of your firm’s advisors.)
	We will reach you at the provided phone number (or the one from your profile).
	For security and compliance reasons, we can only speak directly with the account owner regarding access issues.
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST)

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Lesley Coutts <lesley@zabafinancialgroup.ca> 
Sent: November 26, 2025 11:50 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] MGA WorkSpace

Hello. I'm wondering if you would be able to help me out. I was sent the registration for the MGA Workspace. I followed the steps. The next day I tried to log into my Canada life WorkSpace. I called the help desk and they got me signed in
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello. I'm wondering if you would be able to help me out. I was sent the registration for the MGA Workspace. I followed the steps. The next day I tried to log into my Canada life WorkSpace. I called the help desk and they got me signed in again. So I emailed the distribution methodology back thinking they gave me the wrong WorkSpace registration and they replied saying that I'm registered with MGA. I went to the Financial Horizon's website to try to connect my MGA WorkSpace. I  tried to log into the MGA Workspace and it is saying my combination is invalid? I'm not sure what to do? I'm not that great with computers so I might be doing something wrong on my end. Any help is much appreciated. 


Regards, 

Lesley Coutts
Operations Associate
Zaba Financial Group
2340 9th Ave N
Regina SK S4R 8C5
Ph: (306) 543-9222
Fax: (306) 543-9280",True,2025-11-26T22:40:10.000+0000,False,False,005OH00000AbCcLYAV,2025-11-26T22:31:45.000+0000,005OH00000AbCcLYAV,2025-11-26T22:40:57.000+0000,005OH00000AbCcLYAV,2025-11-26T22:40:57.000+0000,(306)543-9222,(306) 537-5192,brian@zabafinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000girekYAA,False,,24073043,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T22:08:02.000+0000,False,False,005OH000004Ir1xYAC,2025-11-26T22:08:02.000+0000,005OH000004Ir1xYAC,2025-11-26T22:08:02.000+0000,005OH000004Ir1xYAC,2025-11-26T22:08:02.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giwcqYAA,False,,24074164,003OH000004pqlRYAQ,0010A000002vtn2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T22:42:01.000+0000,False,False,005OH000002iJPDYA2,2025-11-26T22:42:01.000+0000,005OH000002iJPDYA2,2025-11-26T22:42:01.000+0000,005OH000002iJPDYA2,2025-11-26T22:42:01.000+0000,604-233-2233,,wealth@alphafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000giwwDYAQ,False,,24074989,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T23:12:15.000+0000,False,False,005OH000005URvxYAG,2025-11-26T23:12:15.000+0000,005OH000005URvxYAG,2025-11-26T23:12:16.000+0000,005OH000005URvxYAG,2025-11-26T23:12:16.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gj3xdYAA,False,,24074443,0030A0000029dqZQAQ,0010A000002w2H7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T22:50:36.000+0000,False,False,005OH000002iJPDYA2,2025-11-26T22:50:36.000+0000,005OH000002iJPDYA2,2025-11-26T22:50:36.000+0000,005OH000002iJPDYA2,2025-11-26T22:50:36.000+0000,(778)893-8892,(778) 893-8892,xiaomei73@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gj8ndYAA,False,,24074782,003G0000018f81qIAA,0010A000002wQ7eQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect banking format,Medium,"****DDS****11/26/25 

User gets error message ""bank account number format is invalid"" when trying to enter the bank details for application# 60912506-3 
As per KB0023223, user was provided the link for the correct format of each bank 
 
==============================================================================
 
****Email Chain****

Hello Tracey,

Thank you for contacting Workspace Support regarding invalid banking format error message for the application# 60912506-3.

Please refer to the resources below that provide the format required for each bank:
https://www.acp.canadalife.com/secure/forms-processes/insurance-processes/bank-account-formats.html

If you have additional questions or require further support, please do not hesitate to let us know.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tracey DuMoulin <info@ddfinancial.ca> 
Sent: November 26, 2025 10:14 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] application 60912506-3

Hello, The application will not let me continue.   It indicates the account number is incorrect, but I am copying it off the cheque received from the client.   Are you able to help? -- Tracey DuMoulin DuMoulinFinancial 1508-1060 Alberni Street
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

The application will not let me continue.  It indicates the account number is incorrect, but I am copying it off the cheque received from the client.  Are you able to help?

-- 

Tracey DuMoulin
DuMoulinFinancial
1508-1060 Alberni Street
Vancouver, BC V6E 4K2
Phone: 604-803-7800
Fax: 1-416-646-1029
Email: info@ddfinancial.ca

Please leave us a review.  Google Reviews

DuMoulinFinancial   Monarch Wealth

Commission, trailing commissions, management fees and expenses all may be associated with mutual fund investments.  Please read the simplified prospectus before investing.  Mutual Funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer.  there can be no assurance that the fund will be able to maintain its net value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.  Fund values change frequently and past performance may not be repeated.
The foregoing is for general information only and is the opinion of the writer.  This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice.  However please call us to discuss your particular circumstance at 604-803-7800.
 
To unsubscribe from receiving commercial electronic messages from DuMoulin Financial, click here.

This email, and any files transmitted, is confidential and may contain privileged information. Any unauthorized dissemination or copying is strictly prohibited. If you have received this email in error, please delete it and notify the sender immediately. Any views or opinions presented in this email are solely those of the author and do not necessarily represent those of Monarch Wealth Corporation. This email is intended for distribution only in those jurisdictions where Monarch Wealth Corporation is registered as a dealer in Mutual Funds and Monarch Wealth GIC Services Inc. is registered as a broker for sale of GICs. It is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of any type of securities. This footnote also confirms that this email message has been swept for the presence of computer viruses. Mutual Funds offered through Monarch Wealth Corporation.",True,2025-11-26T23:02:53.000+0000,False,False,005OH0000097FtCYAU,2025-11-26T23:02:53.000+0000,005OH0000097FtCYAU,2025-11-26T23:02:53.000+0000,005OH0000097FtCYAU,2025-11-26T23:02:53.000+0000,(604) 560-5561,,info@ddfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gj8vkYAA,False,,24076150,003OH00000Vml4QYAR,001OH00000cmvUYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA issue,Medium,"Advisor code:H8178
User reporting an issue with their MFA.
>>>Suggested a call-back.

---------------------------------------------EMAIL------------------------------------------
Hi Neeraj,

Thank you for contacting Workspace Support team.  
I would like to set up a phone call with you to help you with the Workspace access. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code (if it’s a non advisor account, please provide any active code(s) associated with one of your firm’s advisors.)
Please note that:
	We will reach you at the provided phone number (or the one from your profile).
	For security and compliance reasons, we can only speak directly with the account owner regarding access issues.
	If you need immediate assistance, please contact our team by phone:  Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST)
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: neerajgiri@crius.ca <neerajgiri@crius.ca> 
Sent: November 26, 2025 12:16 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Issues with Sales force Authenticator

Dear Sir/Mam, I am unable to log in on my Canada life workspace. This is my authenticator snipping. Please get back to me at neerajgiri@ crius. ca Or +1-4379882748. Best Regards Neeraj Giri Financial Advisor, P. Eng (AB) Insurance, Investment,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Dear Sir/Mam,

I am unable to log in on my Canada life workspace.
This is my authenticator snipping.


 

Please get back to me at neerajgiri@crius.ca 

Or +1-4379882748.

Best Regards

Neeraj Giri
Financial Advisor, P.Eng (AB)
Insurance, Investment, Group Benefits and Retirement Savings
  

397 Burton Road, NW T6R2J4, Edmonton, AB
Email: neerajgiri@crius.ca   
Phone: +1-4379882748",True,2025-11-27T00:13:37.000+0000,False,False,005OH00000AbCcLYAV,2025-11-27T00:13:37.000+0000,005OH00000AbCcLYAV,2025-11-27T00:15:23.000+0000,005OH00000AbCcLYAV,2025-11-27T00:15:23.000+0000,(437)988-2748,,neerajgiri@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gj970YAA,False,,24075615,003G0000018f6fcIAA,0010A000002wOdeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Something Went Wrong - Tan Color - WSL - INC1873805,Medium,"****DDS****December 1, 2025

Issue has been resolved. User was able to submit their client's application.

=========================================================================
Hi Robin, 

Thank you for contacting Workspace Support.  

As discussed, we have escalated your issue to our second level support. 

We will communicate with you once we have an update. 

Have a wonderful day. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T17:29:34.000+0000,False,False,0055o000001zVCKAA2,2025-11-26T23:39:52.000+0000,0055o000001zVCKAA2,2025-12-01T17:29:35.000+0000,005OH000002iN7pYAE,2025-12-01T17:29:35.000+0000,(519)940-0934,(519) 217-1888,rbobechko@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjAELYA2,False,,24074852,0030A0000029dqZQAQ,0010A000002w2H7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T23:06:11.000+0000,False,False,005OH000002iJPDYA2,2025-11-26T23:06:11.000+0000,005OH000002iJPDYA2,2025-11-26T23:06:12.000+0000,005OH000002iJPDYA2,2025-11-26T23:06:12.000+0000,(778)893-8892,(778) 893-8892,xiaomei73@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjBX1YAM,False,,24075547,0030A000005zJDHQA2,0010A000006jrx7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registartion,Medium,"***DDS Nov.26/2025***
Provided guidance on how user can register for his MGA Workspace. Provided link to do forgot user ID or PW and included distribution methodology's contact info in finding the user ID to register if needed. Provided screenshots with steps on how to register for Workspace.

****Email****
Hello Zachary,

Thanks for contacting the Workspace Support team regarding registering for your MGA Workspace account.
If you don’t remember your User ID or password, you can use the URL below and click on Forgot your User ID ? 
Link : https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your User ID (formerly known as RepNet ID) & password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en
If you come across any issues or need additional support, please reach out and we would love to assist you further.

Have a good night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T00:01:51.000+0000,False,False,005OH00000BFQFBYA5,2025-11-26T23:37:16.000+0000,005OH00000BFQFBYA5,2025-11-27T00:15:27.000+0000,005OH00000BFQFBYA5,2025-11-27T00:15:27.000+0000,(604)685-6521,(778) 988-9199,zach@intagenwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjBdaYAE,False,,24075294,003OH00000TawfxYAB,001OH00000a2wOOYAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access issue,Medium,"Advisor code: H8116
User is reporting that they're having issue accessing their account due to entering wrong credentials.

>>>Advised user that they're not yet registered on WS and provided registration steps.

-------------------EMAIL-------------------
Hi Cathy,

Thank you for contacting Workspace Support team.  

Based on our records, you were registered on Repnet, but you are not yet registered on Workspace (MGA).

To gain access to your MGA book of business on Workspace you will need to complete your registration, please ensure you use your MGA code and follow the steps outlined below.
You will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
Registering for User ID (formerly RepNet ID)
Step 1: From the Canada Life Selfcare Page, click Register to start the quick, 3-step registration process. 
 The Canada Life Selfcare Page page can be accessed with a direct URL: 
 https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
  
Step 2: Accept the terms and conditions. 
 
Step 3: Enter your first name, last name, your new advisor code (formerly called distributor code), and unique activation code. Click Continue. 
 NOTE - if the caller does not know their advisor code (formerly called distributor code) or Activate Code, direct them to Distribution Methodology (MGA) or Contracts and Licensing (ADSL) to have their Welcome Letter resent.  
•	Distribution_Methodology@canadalife.com
•	CanadaLife.Contracts&Licensing@canadalife.com 
 
IF  your user id has been created on Repnet, please allow 48 hours before registering for Workspace.
In case you’re already registered in Repnet and just don’t remember your User ID password, you can use the URL below and click on Forgot your password? Link : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en
If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting, and we will schedule a call to help you. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: cathy Cheng <cathycheng@crius.ca> 
Sent: November 26, 2025 12:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Log in Workspace

Hello, I hope you’re having a great day. I’m unable to log in to the workspace. Could you please help me resolve this issue? I’ve attached the screenshots for your reference. Thank you very much. Best regards, Cathy Cheng                  
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
I hope you’re having a great day.
I’m unable to log in to the workspace. Could you please help me resolve this issue? I’ve attached the screenshots for your reference.
Thank you very much.
Best regards,
Cathy Cheng",True,2025-11-26T23:25:48.000+0000,False,False,005OH00000AbCcLYAV,2025-11-26T23:25:48.000+0000,005OH00000AbCcLYAV,2025-11-26T23:26:13.000+0000,005OH00000AbCcLYAV,2025-11-26T23:26:13.000+0000,(778)872-7210,,cathycheng@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjBrxYAE,False,,24074935,003OH00000Vml4XYAR,001OH00000cmvUfYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Account Primerica Registration,Medium,"Hi Colin, 

Thank you for contacting Workspace Support.  

@Distribution Methodology, could you please help Colin retrieve their User ID? They are part of Primerica sales channel. Are you also able to confirm their agent code? 


Colin, if Distribution Methodology is not able to confirm your agent code, you can check in Apexa, if you have access to Apexa. Otherwise, you will need to confirm with Primerica’s office which should be able to confirm this information to you. 

Once you have your user id and agent code, send us an email and we will schedule a call to assist you during your Workspace account registration. 

Have a wonderful day. 


I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-26T23:32:56.000+0000,False,False,0055o000001zVCKAA2,2025-11-26T23:09:43.000+0000,0055o000001zVCKAA2,2025-11-26T23:32:56.000+0000,0055o000001zVCKAA2,2025-11-26T23:32:56.000+0000,(306)997-0022,,ckolosky@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjCT3YAM,False,,24074974,003G0000018f6y9IAA,0010A000002wP0nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T23:11:43.000+0000,False,False,005OH00000865wTYAQ,2025-11-26T23:11:43.000+0000,005OH00000865wTYAQ,2025-11-26T23:11:43.000+0000,005OH00000865wTYAQ,2025-11-26T23:11:43.000+0000,(604)372-1820,(604) 617-7866,jordan@rtiwealth.ca,(604)372-1821,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjDaQYAU,False,,24075422,0030A0000029nw3QAA,0010A000002wAhcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Locating commission statements in FasatWeb,Medium,"****DDS****11/26/25 

User wanted assistance with locating commission statements in FasatWeb. Instructions were sent.
 
==============================================================================
 
****Email Chain****

Hello David,

It has been brought to our attention that you want some assistance accessing commission statements in Workspace. I have provided the instructions below. If you need additional support with locating your advisor’s statements let me know and I will be glad to assist you.

 
1.	Select Overview
2.	Select FasatWeb
 
 
 
3.	Select one of the advisor codes
 
 
 
 
4.	Select Reporting
 
 
 
 
5.	Select Report Repository
 
 
 

If there is anything else we can assist you with, please do not hesitate to reach out. 


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: David Schumacher <dschumacher@abacuswm.com> 
Sent: November 26, 2025 10:29 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Commission statements 

Hello. Can you please tell me how to run a commission statement on Workspace/Repnet? I am looking for the last 3 months compensation to track for a specific advisor. I just dont understand how the system works and it isnt very intuitive to try
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello. Can you please tell me how to run a commission statement on Workspace/Repnet? I am looking for the last 3 months compensation to track for a specific advisor.  I just dont understand how the system works and it isnt very intuitive to try and run a report. 

Thank you,
David


We have moved!  New Address:
Suite 1560, 5555 Calgary Trail
Edmonton, AB T6H 5P9

David Schumacher 
Financial Advisor, Partner
Please make note of my new email address dschumacher@abacuswm.com

Click HERE to subscribe to the Abacus/Portfolio Strategies monthly newsletter 

Abacus Wealth Management Inc.
780-990-7248-Cell
780-989-2750-Fax
780-989-2777-Office Main
1-844-410-2777-Toll Free.

    

www.abacuswm.com
www.portfoliostrategies.ca

Mutual funds and exempt securities offered through Portfolio Strategies Corporation
Insurance, GICs, and segregated funds offered through Abacus Wealth Management.

Edmonton Office Address:
6328A - 104ST 2nd Floor
Edmonton, AB, T6H-2K9

Click here for Home and Renter's Insurance at an Exclusive rate


Confidentiality: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately. Thank you.

Note that email is not the most secure way of sending documents. It is recommended that any sensitive information is sent with a password.",True,2025-11-26T23:31:34.000+0000,False,False,005OH0000097FtCYAU,2025-11-26T23:31:34.000+0000,005OH0000097FtCYAU,2025-11-26T23:31:35.000+0000,005OH0000097FtCYAU,2025-11-26T23:31:35.000+0000,(780)990-7248,,dschumacher@abacuswm.com,(780)989-2750,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjFNpYAM,False,,24076412,0030A0000029bB4QAI,0010A000002w0CyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA set up - Registration issue,Medium,"Advisor code: H9415 
Caller reporting that they need assistance setting up their MFA.
Based on WS, they are not registered.

>>>Advised user to register first and provided steps to follow.

----------------EMAIL-----------------
Bonjour Jacquelin, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Actuellement vous n’êtes pas encore inscrit sur la plateforme Espace affaires, mais seulement sur le Reseaurep.

Pour utiliser Espace affaires vous devez faire 2 processus d’inscription :

-	Inscription pour votre nom d’utilisateur  
-	Inscription pour votre compte Espace affaires

Comment vous inscrire pour votre compte Espace affaires

Pour obtenir un nom d'utilisateur (anciennement nom d’utilisateur du RéseauRep), cliquez sur le lien ci-dessous:
 Canada-Vie RéseauRep


Si vous ne vous souvenez pas de votre nom d'utilisateur et du mot de passe de votre nom d'utilisateur, vous pouvez utiliser l'URL ci-dessous et cliquer sur les liens ci-dessous https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/LoginPage.do&requestedLanguage=fr
 
 

Si vous n’êtes pas capable de trouver votre nom d’utilisateur avec cette méthode, vous pouvez envoyer un courriel à distribution_methodology@canadalife.com et ils pourront vous confirmer votre nom d’utilisateur. 
 
Une fois que vous aurez ces détails en mains, veuillez utiliser la procédure ici-bas pour créer votre compte. Si vous préférez que l’on prenne rendez-vous au téléphone pour faire votre inscription ensemble, veuillez nous donner vos disponibilités et le meilleur numéro pour vous rejoindre. 
•	Utiliser le lien d’inscription : https://workspace.canadalife.com/s/login/SelfRegister?language=fr
•	Entrer votre identifiant (autrefois appelé identifiant RéseauRep) et votre mot de passe :
o	Le système saura, en fonction de l’identifiant, si l’utilisateur est un utilisateur de conseiller ou de support.

 
•	Cliquez sur Suivant pour accéder à la page suivante
o	Lire et accepter les conditions d’utilisation

 
•	Un courriel de vérification sera envoyé à l’adresse courriel de l’utilisateur qui a été saisie à l’étape précédent
 
•	Vérifiez l’adresse courriel en cliquant sur Vérifier maintenant
•	Vous pouvez désormais se connecter à Espace affaires : https://lifeco.force.com/workspace
Si vous éprouvez des difficultés pendant le processus d’inscription, renvoyez-nous un courriel et il nous fera plaisir de vous aider.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   



From: Jacquelin Doucet <jacquelin.doucet@sfjdoucet.ca> 
Sent: November 26, 2025 12:48 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Accès inactif - Jacquelin Doucet #H9415

Bonjour, Est-ce possible de retourner un lien pour réactiver mon compte, car je n'ai jamais adhéré à la double authentification et je n'ai plus accès à mon compte internet conseiller? Je voulais le configurer avec le code QR. . . . -- Jacquelin
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
 
Est-ce possible de retourner un lien pour réactiver mon compte, car je n'ai jamais adhéré à la double authentification et je n'ai plus accès à mon compte internet conseiller? Je voulais le configurer avec le code QR....
 
--
Jacquelin Doucet
Planificateur financier, B.A.A.
Conseiller en sécurité financière/Services financiers Jacquelin Doucet inc.
Représentant de courtier en épargne collective/MICA Capital inc
Représentant de courtier sur le marché dispensé/MICA Capital inc


1230, Boul Wallberg Bureau 210
Dolbeau-Mistassini, QC G8L 1H2
Tél. : 418-276-6170 ext. : 21
Fax : 418-276-7321
Message texte : 418-800-0016",True,2025-11-27T00:36:02.000+0000,False,False,005OH00000AbCcLYAV,2025-11-27T00:36:02.000+0000,005OH00000AbCcLYAV,2025-11-27T00:36:22.000+0000,005OH00000AbCcLYAV,2025-11-27T00:36:22.000+0000,(418)276-6170,,jacquelin.doucet@sfjdoucet.ca,(418)276-7321,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjFvZYAU,False,,24075239,003OH0000090J7CYAU,001OH00000AuSv9YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T23:23:41.000+0000,False,False,005OH00000865wTYAQ,2025-11-26T23:23:41.000+0000,005OH00000865wTYAQ,2025-11-26T23:23:41.000+0000,005OH00000865wTYAQ,2025-11-26T23:23:41.000+0000,(780)710-4381,,ryan.zhan@livwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjG5HYAU,False,,24075673,0030A0000029UoPQAU,0010A000002vurxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-26T23:42:27.000+0000,False,False,005OH000002iJPDYA2,2025-11-26T23:42:27.000+0000,005OH000002iJPDYA2,2025-11-26T23:42:27.000+0000,005OH000002iJPDYA2,2025-11-26T23:42:27.000+0000,(604)559-2868,(604) 805-7890,angela_lit@hotmail.com,(604)559-3869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjKVTYA2,False,,24075881,0030A0000029ar5QAA,0010A000002vzv0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Something Went Wrong - Orchid -WSL,Medium,"Simple Protect Something Went Wrong - Orchid -WSL
Hi @Workspace Service Leaders,

Just to le you know that the issue linked to this case is now resolved. 

Thanks for your help! 



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.














Hi @Workspace Service Leaders,

The user below received a TAN error in Simple Protect. Application was sent and signed by the client. Everything was done but was not the payment. They could not provide a screenshot of the error. 

Full Name: ROBIN BOBECHKO
User ID:robinbobechko
Advisor commission code: F2474
Email: rbobechko@lifeandlegacy.ca
Phone:            (519) 940-0934           

error code/colour : Tan 
Application is for: 60922823-7



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hi Mike, 

Thank you for letting us know. I will let our second level support team that your issue is now resolved. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  




From: Mike Shawn <mike@entrustfs.ca> 
Sent: Friday, November 28, 2025 8:14 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Phone Call - Simple Protect Something Went Wrong - Orchid - Application 60922005-8

Hi, I just wanted to let you know that I was able to submit the application 60922005-8 yesterday for my client Andrew Gordon. So thank you for correcting the glitch. I was just surprised that no one followed up with me, to let me know that it
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

I just wanted to let you know that I was able to submit the application 60922005-8 yesterday for my client Andrew Gordon.

So thank you for correcting the glitch.  I was just surprised that no one followed up with me, to let me know that it was corrected.

Since no one had reached out yesterday, I simply logged back into his application, and it worked.

I just wanted to give some feedback.

Thanks,

Mike Shawn  B. Comm (Hons), CFP




Hi @Workspace Service Leaders,

User is expericing a orchid error on a Simple Protect application. 

Full details and screenshot below: 

Full Name: MICHAEL SHAWN
User ID: manhattan
Advisor commission code:  A3065
Email:mike@entrustfs.ca
Phone:	(204) 272-9670 
Application number 60922005-8
Screenshot : see below
error code/colour Orchid
Application is for: Term policy

Thanks! 


The most common issue for your type of Workspace account is selecting the correct association choice for login. 

In your case, you need to select the Managing General Agency (MGA) selection instead of the Advisor Solution / Advanced Advisor Practices one as shown below: 


 

If this does not solve your issue, please confirm the best number to reach you and your availability next week so that I can give you a call and help you resolve your issue. 



From: Mike Shawn <mike@entrustfs.ca> 
Sent: Wednesday, November 26, 2025 4:06 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Phone Call - Simple Protect Something Went Wrong - Orchid - C24075881

Mike Shawn B. Comm (Hons), CFP Certified Financial Planner Investment & Insurance Advisor Entrust Financial Services Quadrus Investment Services Ltd. Suite 206-1615 St. Mary's Rd Winnipeg, MB R2M 3W8 P (204) 272-9670 / C (204) 960-1696 F
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd


 


Mike Shawn  B. Comm (Hons), CFP
Certified Financial Planner    
Investment & Insurance Advisor
 
Entrust Financial Services
Quadrus Investment Services Ltd.
Suite 206-1615 St. Mary's Rd
Winnipeg, MB  R2M 3W8
P (204) 272-9670 /   C (204) 960-1696
F (204) 272-9679 / TF (800) 988-7994
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 6:05 PM
To: Mike Shawn <mike@entrustfs.ca>
Subject: Phone Call - Simple Protect Something Went Wrong - Orchid - C24075881

Hi Michael, 
 
Thank you for contacting Workspace Support.  
 
Can you send us a screenshot of the orchid error you are getting in Simple Protect? 
 
We will escalate your case to our second level support and send you an email once we have an update. 
 
Thanks for your help. 
 
 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T17:11:49.000+0000,False,False,0055o000001zVCKAA2,2025-11-26T23:55:12.000+0000,0055o000001zVCKAA2,2025-11-28T17:11:59.000+0000,0055o000001zVCKAA2,2025-11-28T17:11:59.000+0000,(204)272-9670XExt2042729,,mike@entrustfs.ca,(204)272-9679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjLt1YAE,False,,24076406,003OH000006PoarYAC,001OH000007ycw2YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issues,Medium,"***DDS Nov.26/2025***
Advisor was having issues accessing her Workspace account and was seeing the W1281 error code. Authenticated user & Did a logmein session. Made sure user was using the correct URL and reset MFA. User was able to successfully log in log out and log back in .
REF KB: KB0020560  

****Email****
Hello Catherine,

Thanks for contacting the Workspace support team, it was a pleasure speaking to you today regarding your Workspace access issues.

We’re happy we were able to assist you in disconnecting and reconnecting your Microsoft Authenticator.
As discussed, please use the correct URL when trying to access your Workspace account. The correct URL is https://workspace.canadalife.com/s/login/?language=en_US.
As a reminder, whenever you log in to your Workspace account, please open the Microsoft Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, please feel free to reach out and we would love to assist you further.
 
If you have the time, please fill out this quick Survey to help us improve our ability to serve you.

Have a great night!

 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T01:21:10.000+0000,False,False,005OH00000BFQFBYA5,2025-11-27T00:35:18.000+0000,005OH00000BFQFBYA5,2025-11-27T01:21:10.000+0000,005OH00000BFQFBYA5,2025-11-27T01:21:10.000+0000,(604)518-3178,,catherine698zhao@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjeCPYAY,False,,24076897,003G0000018f6laIAA,0010A000002wOnKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy Visibility,Medium,"Policy 52156658 has been AOR'd to Sylvain's WISE advisor code. He and his assistant can see in Workspace that it exists, but are unable to see any details. 
As per KB0021295, provided messaging and link to request SVOA Workspace access. 

*****Email sent Nov 26 2025*****

Hello Julie & Daisy, 

Thank you for reaching out to Workspace Support about policy visibility. 

We've identified that the policy you are inquiring about is a former Gold Key policy that will not be fully accessible in your or Sylvain’s existing Workspace access. Please complete this form, our Distribution Methodology team will review and advise if you can obtain a Service-Only Workspace account for former Gold Key business.

As of right now, Sylvain is limited to seeing that the policy exists through his Direct Workspace account, with the ‘Product Details Unavailable’ message.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you! 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Crystal H 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Fabila, Daisy <Daisy.Fabila@canadalife.com> 
Sent: November 25, 2025 10:07 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Costello, Julie <julie@onelifewealth.ca>
Subject: FW: Stephen Perrin AOR

Hi,

Kindly advise Julie on how the rep can access Policy 52156658 in Workspace.

Thank you.

 

From: Julie Costello <julie@onelifewealth.ca> 
Sent: November 25, 2025 11:44 AM
To: Fabila, Daisy <Daisy.Fabila@canadalife.com>
Subject: [EXT] RE: Stephen Perrin AOR

Thank you for the reply You mentioned 52156658 twice. Will this be accessible by Sylvain on Wise as I see it on WS but unable to view it? Julie Costello - Operations Manager ONELIFE Wealth Management (North Bay) Inc. 1104 O’Brien Street
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you for the reply

You  mentioned 52156658 twice.  Will this be accessible by Sylvain on Wise  as I see it on WS but unable to view it? 

Julie Costello 
Operations Manager 
ONELIFE Wealth Management (North Bay) Inc.
1104 O’Brien Street
North Bay, ON  P1B 5X6
Ph:    (705) 474-7526 
Fax:  (705) 474-6558 
julie@onelifewealth.ca

""The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.""
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.


From: Fabila, Daisy <Daisy.Fabila@canadalife.com> 
Sent: November 25, 2025 10:10 AM
To: Julie Costello <julie@onelifewealth.ca>
Subject: FW: Stephen Perrin AOR

Hi Julie,

Policy 232036609 has been terminated and policy 52156658 was transferred to Sylvain Cote’s WISE code instead of his code under Financial Horizons as we cannot do cross channel AOR change. 

Policy 52156658 is exclusive to the Direct Canada Life distribution channel and cannot be serviced by an advisor outside of this distribution channel.

The policy cannot be coded to the MGA code of the advisor. Since the advisor has a WISE code, it was coded to this code.

 

From: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com> 
Sent: November 20, 2025 12:08 PM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: Stephen Perrin AOR

 
________________________________________
From: Julie Costello <julie@onelifewealth.ca>
Sent: Thursday, November 20, 2025 5:07:32 PM (UTC+00:00) Monrovia, Reykjavik
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: [EXT] Stephen Perrin AOR
To whom this may concern You will attached an AOR for client Stephen Perrin. It appears as though it has been transferred over to Sylvain Cote on the WISE platform. Please have this transaction changed as the AOR letter stated to have the business

To whom this may concern
 
You will attached an AOR for client Stephen Perrin.  It appears as though it has been transferred over to Sylvain Cote on the WISE platform.  Please have this transaction changed as the AOR letter stated to have the business run thru the MGA office, 3268/26107.
 
Client is meeting with advisor, therefore, you urgent action would be greatly appreciated.
 
Thank you
 
Regards
 
Julie Costello 
Operations Manager 
ONELIFE Wealth Management (North Bay) Inc.
1104 O’Brien Street
North Bay, ON  P1B 5X6
Ph:    (705) 474-7526 
Fax:  (705) 474-6558 
julie@onelifewealth.ca
 
""The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.""
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.",True,2025-11-27T02:06:50.000+0000,False,False,005OH00000BFQFFYA5,2025-11-27T02:06:50.000+0000,005OH00000BFQFFYA5,2025-11-27T02:07:17.000+0000,005OH00000BFQFFYA5,2025-11-27T02:07:17.000+0000,(705)474-7526,(705) 493-2193,sylvain@onelifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,127.0
500OH00000gjpJmYAI,False,,24080498,0030A0000029We4QAE,0010A000002vwL2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T14:41:42.000+0000,False,False,005OH000003ds0PYAQ,2025-11-27T14:41:42.000+0000,005OH000003ds0PYAQ,2025-11-27T14:41:42.000+0000,005OH000003ds0PYAQ,2025-11-27T14:41:42.000+0000,(905)723-7277X1,4166883677,tony@geracifinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gk40bYAA,False,,24077906,0030A0000029p0tQAA,0010A000002wBYuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 27th, 2025 ***
User wants to access account but it' locked. Authenticated, account unlocked, reset MFA and password and logged in successfully.
==============
Good morning Vito,

It was a pleasure speaking with you today to help you sign in to your Workspace account.

During our call, I unlocked the account and helped you reset your password and verification method. In the end you signed in successfully.

I’m glad I was able to assist you today connecting to your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T13:35:40.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-27T13:27:21.000+0000,005OH00000AbJ7aYAF,2025-11-27T13:52:04.000+0000,005OH00000AbJ7aYAF,2025-11-27T13:52:04.000+0000,(905)458-8388,,vito.pece@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkIbKYAU,False,,24080618,0030A00000951PWQAY,0010A00000A23KfQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T14:44:33.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T14:44:33.000+0000,005OH000007fgYjYAI,2025-11-27T14:44:34.000+0000,005OH000007fgYjYAI,2025-11-27T14:44:34.000+0000,(514)691-2328,,mathieu@mggestionpatrimoine.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkL68YAE,False,,24080743,0030A0000041wc7QAA,0010A000004nW2XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T14:47:03.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T14:47:03.000+0000,005OH000007fgYjYAI,2025-11-27T14:47:04.000+0000,005OH000007fgYjYAI,2025-11-27T14:47:04.000+0000,(418)809-9067,,guillaume.lebel@usherbrooke.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkP3LYAU,False,,24081324,0030A0000029kvIQAQ,0010A000002w89eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Access,Medium,"JOSEPH DALEY (advisor)
Diane Vandenborre (contact)
Diane contacted us about access to Joseph's workspace account.
Sent an email about steps to reset their password and advised that we can set up a call if the process falls through

Email:
----------
Hello Joseph,

It was brought to our attention that you needed assistance with accessing your Workspace account.

Our system shows that you do have an MGA workspace account. To get access to this account, please follow the stapes below:

STEP 1: Please visit https://workspace.canadalife.com/s/login/?language=en_US&ec=302&startURL=%2Fs%2F and select the ‘Forgot password?’ option. Please go through the steps of resetting your password with your email on file.

STEP 2: Please try to log in with your new password and email. 

STEP 3: Authenticate your login with the authentication app that was set up when you created your account.

You should have access to your account now.

If you are having trouble with the authentication on file, please provide the best time and phone number that I can reach you so that I can verify your information and assist you with the multi-factor authentication or you can call our number at 1-800-475-7001 where an agent will be happy to assist you. 



I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 26, 2025 11:23 AM
To: Vandenborre, Diane <Diane.Vandenborre@advicecanada.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Question | Joe Daley MGA code 95889 | pending corporation code

Hi Diane.

The advisor, Joseph Daley, has a user ID for this advisor 95889. Would you like us to provide the advisor with this information so that they register for Workspace?

Thank you.





Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Vandenborre, Diane <Diane.Vandenborre@advicecanada.com> 
Sent: November 24, 2025 10:14 AM
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Vandenborre, Diane <Diane.Vandenborre@advicecanada.com>
Subject: Question | Joe Daley MGA code 95889 | pending corporation code

Hi, 

Joe is currently doing a backcheck to get a corporate contract with Canada Life. Will he have a new profile, or will he continue to use his current profile?  If new, does ALL old codes including the above-noted rollover to new profile?   Will there be a loss of time to access policy information while this is being implemented? 

Appreciate your comments. 

Have a great day! 
Diane
Diane Vandenborre, BA
Business Development Consultant | Advice Canada, Atlantic 
diane.vandenborre@advicecanada.com | 506-260-4420

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Check out our BlueSun Advisor tutorial videos!
Regardez les vidéos du tutoriel BlueSun Conseiller !
RepVision: https://vimeo.com/showcase/10474307",True,2025-11-27T15:00:07.000+0000,False,False,005OH00000BGf2TYAT,2025-11-27T15:00:07.000+0000,005OH00000BGf2TYAT,2025-11-27T15:00:07.000+0000,005OH00000BGf2TYAT,2025-11-27T15:00:07.000+0000,(506)852-8400,,bevbeal@protectingclients.ca,(506)852-8444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkQ2eYAE,False,,24078740,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T13:57:42.000+0000,False,False,005OH00000245RQYAY,2025-11-27T13:57:42.000+0000,005OH00000245RQYAY,2025-11-27T13:57:42.000+0000,005OH00000245RQYAY,2025-11-27T13:57:42.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkQk9YAE,False,,24080342,0030A0000029n9UQAQ,0010A000002wA3BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T14:38:07.000+0000,False,False,0055o000001t1uPAAQ,2025-11-27T14:38:07.000+0000,0055o000001t1uPAAQ,2025-11-27T14:38:08.000+0000,0055o000001t1uPAAQ,2025-11-27T14:38:08.000+0000,(416)721-9287,,rli.financials@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkVVPYA2,False,,24082589,0030A000002NzHsQAK,0010A000003AVbMQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup salesforce authenticator,Medium,"ANTONIO ALEXANDRE DESOUSA
	C2215
KB0020738  

Advisor needed help to disconnect MFA and setup new one. Verified their identity and called back on the number we have on file.

Hello Antonia,

Thank you for contacting workspace support team today. I am so happy to assist you with authenticator setup.

In our today’s call, you needed help for setting up new authenticator. We completed the authentication and called you back on the number we have on file. I disconnect your authenticator and help you to setup new salesforce authenticator. You were having trouble using salesforce authenticator. Then I help you to setup google authenticator and it was easy to use. You were able to login successfully. Also, you wanted to update your phone number. Please reach out to MGA or update this information via APEXA. If you have any questions, please let me know.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T15:40:40.000+0000,False,False,005OH00000BFiyTYAT,2025-11-27T15:23:58.000+0000,005OH00000BFiyTYAT,2025-11-27T15:43:21.000+0000,005OH00000BFiyTYAT,2025-11-27T15:43:21.000+0000,(905)551-2276,,insuranceandinvestments@alexfsousa.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkXosYAE,False,,24079890,003G0000018f6uAIAQ,0010A000002wOw3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Forgot User ID Case-24079890,Medium,"GEOFF G BARNETT
D6629

Advisor forgot user Id linked with MGA account to complete workspace registration. Advised them to contact distribution methodology.

Hello Geoff,

Thank you for calling workspace support team for user Id assistance. I am so happy to assist you with this.

In our today’s call, you needed User Id linked with your MGA account to complete registration. Unfortunately, I won’t be able to provide you this information. Please contact Distribution_Methodology@canadalife.com to get assistance. Once you have User ID, you can register for workspace on Advisor Workspace Login – Canada Life. If you need further assistance, please let me know.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T14:56:14.000+0000,False,False,005OH00000BFiyTYAT,2025-11-27T14:28:19.000+0000,005OH00000BFiyTYAT,2025-11-27T14:56:14.000+0000,005OH00000BFiyTYAT,2025-11-27T14:56:14.000+0000,(705)503-9690,(705) 725-3601,geoff@barnettwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkZnNYAU,False,,24078108,0030A0000029aenQAA,0010A000002vzkPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User Id registration,Medium,"PATRICK WILLIAM PACENTI
Patrick.pacenti@edwardjones.com
15964

Advisor wants to register for workspace. They are told to reach out to distribution methodology team to get activation code. Steps provided via email.
Hello Patrick,

Thank you for calling workspace support team today. I am so happy to assist you with your inquiry.

In our todays, call, we discussed about the workspace registration process. To start this process please send an email to Distribution_Methodology@canadalife.com to get your activation code. Once you have the activation code, please visit Sign in | Canada Life for User Id registration. After 48 hours waiting period, you can register for workspace on Advisor Workspace Login – Canada Life. If you need any assistance, please let me know.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T13:45:49.000+0000,False,False,005OH00000BFiyTYAT,2025-11-27T13:35:37.000+0000,005OH00000BFiyTYAT,2025-11-27T13:45:49.000+0000,005OH00000BFiyTYAT,2025-11-27T13:45:49.000+0000,(905)257-7884,,patrick.pacenti@edwardjones.com,(866)766-0110,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkaQ6YAI,False,,24078756,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T13:58:18.000+0000,False,False,005OH00000245RQYAY,2025-11-27T13:58:18.000+0000,005OH00000245RQYAY,2025-11-27T13:58:19.000+0000,005OH00000245RQYAY,2025-11-27T13:58:19.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkaxzYAA,False,,24079280,003OH00000MIutZYAT,001OH00000R5fJBYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,register for MGA access,Medium,"Caller's Name: MELANIE GAUDET
Advisor or support staff: Advisor 
Advisor Code: H4090
Advisor Name: MELANIE GAUDET	
Phone: (613) 360-8080
Email: melanie@mdlfinancialgroup.ca		
1. Siebel verification: VERIFIED
2. Last Login to Workspace: N/A
Issue: Trying to register for MGA access


RESOLUTION: DID A LOG ME IN SESSION. SHE WAS MISSING A DIGIT IN THE ACTIVATION CODE ENTERED. WE ENTERED IT, AND SHE WAS ABLE TO REGISTER FOR HER USER ID, melaniej24

CHECKED SIEBEL/TIM TAM, NO USER ID CREATED FOR 1-1EY2A13 WHICH MATCHES THE CODE IN THE EMAIL FROM DM SHE RECEIVED YESTERDAY.
CHECKED ISAM AND ONLY 1 USER ID IS LISTED FOR HER ADSL PROFILE. 

MGA WORKSPACE SHOWS TEST DUMMY
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000007pY74YAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000MKAZiYAP%26cntc%3D003OH00000MKAZiYAP%26id%3D005OH000007pY74YAE

ADSL SF
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000007iDTlYAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000LzCcsYAF%26cntc%3D003OH00000LzCcsYAF%26id%3D005OH000007iDTlYAM

--------------------------------------***DDS  11/27/2025***--------------------------
Hello Melanie, 

Thank you for contacting Workspace Support today with regards to not being able to register for your User ID.

I’m glad I was able to assist you, and I’m pleased to confirm that your registration RepNet has been successfully completed. You have now been issued a User ID, melaniej24.
 
As your user id has been created, please allow 48 hours before registering for Workspace, Register, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T14:35:19.000+0000,False,False,005OH00000AUS7aYAH,2025-11-27T14:14:28.000+0000,005OH00000AUS7aYAH,2025-11-27T14:35:19.000+0000,005OH00000AUS7aYAH,2025-11-27T14:35:19.000+0000,(613)416-9649X105,,melanie@mdlfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkbquYAA,False,,24090444,0030A00000A4zMOQAZ,0010A000002vtpwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:22:20.000+0000,False,False,005OH000005URvxYAG,2025-11-27T17:22:20.000+0000,005OH000005URvxYAG,2025-11-27T17:22:20.000+0000,005OH000005URvxYAG,2025-11-27T17:22:20.000+0000,(780) 945-2897,,nerissa@pcfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkclIYAQ,False,,24080543,0030A00000A9KcRQAV,0010A00000AiIGHQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client address update-,Medium,"****DDS**** 11/26/2025
User called as they were having issues with updating a client's terminated policy on WS. 
Also tried to verify why 2 of the client's policy's were not visible to them. Referred Asa to client services for all inquires. 


******email chain*****
Hello Vedika, 

     Thank you contacting Canada life workspace support, it was a pleasure assisting you today.

    As discussed, to update a client’s address on a policy that is no longer in-force you would have to reach out to client services at 1-888-252-1847 or you could also reach out to the Advisor support chat on workspace. 

    The issue with not being able to see those other policies, is due to those policies not being supported by workspace. For information on those policies, you can also get details from client services. 
   
     The highlighted link titles “updates-Advisor solutions” details what new updates are and what kind of policies can be viewed on workspace. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T15:26:48.000+0000,False,False,005OH00000BFQFHYA5,2025-11-27T14:42:58.000+0000,005OH00000BFQFHYA5,2025-11-27T15:26:48.000+0000,005OH00000BFQFHYA5,2025-11-27T15:26:48.000+0000,(905)332-6633,(905) 512-0348,michael@c2inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkdCgYAI,False,,24078948,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2025-11-27T14:08:43.000+0000,False,False,005OH000006uYrkYAE,2025-11-27T14:04:26.000+0000,005OH000006uYrkYAE,2025-11-27T14:08:43.000+0000,005OH000006uYrkYAE,2025-11-27T14:08:43.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkfRTYAY,False,,24080502,003OH00000O895BYAR,001OH00000TK7MeYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T14:41:48.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T14:41:48.000+0000,005OH000007fgYjYAI,2025-11-27T14:41:48.000+0000,005OH000007fgYjYAI,2025-11-27T14:41:48.000+0000,(450)846-9700,,jordan@novagf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkg8yYAA,False,,24081202,0030A0000029f4dQAA,0010A000002w3InQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T14:57:00.000+0000,False,False,005OH000003ds0PYAQ,2025-11-27T14:57:00.000+0000,005OH000003ds0PYAQ,2025-11-27T14:57:00.000+0000,005OH000003ds0PYAQ,2025-11-27T14:57:00.000+0000,(905)852-2831,(289) 830-1219,,(833)247-4198,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkgXAYAY,False,,24079970,0035o0000049HFsAAM,0015o000004jTbVAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WS Password Reset - Successful,Medium,"Reason for call: err-W1285
•	Troubleshooting steps completed: Changed iSAM password, had user change password on repnet also
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0020563  
===================================
Bonjour Lysane,

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à réinitialiser le mot de passe de votre compte Workspace aujourd'hui afin que vous puissiez retrouver l'accès.

Votre avis compte ! Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un bref sondage. 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T14:47:37.000+0000,False,False,005OH00000BFQFGYA5,2025-11-27T14:30:02.000+0000,005OH00000BFQFGYA5,2025-11-27T14:48:11.000+0000,005OH00000BFQFGYA5,2025-11-27T14:48:11.000+0000,(514)299-2201,,elleconseille@services-financiers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkh1rYAA,False,,24084611,003G0000018f7CvIAI,0010A000002wPGsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:56:26.000+0000,False,False,0055o000001h4cFAAQ,2025-11-27T15:56:26.000+0000,0055o000001h4cFAAQ,2025-11-27T15:56:27.000+0000,0055o000001h4cFAAQ,2025-11-27T15:56:27.000+0000,(204)797-3479,(204) 797-3479,marc@myprofplan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkheUYAQ,False,,24079906,003G0000018f6VhIAI,0010A000002wOSOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations access,Medium,"Solved on Dec 1st through case 24154660
*** DDS Nov 27th, 2025 ***
User cannot access Product Illustrations with his LL31656 userid. Cannot verify if he has londonlife.bz package on ISAM. Escalated to L2.
============
Good morning Niel,

It was a pleasure speaking with you today and helping you access Product Illustrations.

I have escalated this issue with our Level 2 support team to make sure your account is setup properly and your access is restored. The will follow up with you within the next few business days to update you on the resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-01T16:04:11.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-27T14:28:39.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:04:12.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:01:40.000+0000,(506)799-4216,(506) 650-8855,neil@shillingtonwealth.com,(506)910-0998,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkjZrYAI,False,,24080043,0030A000004T4bOQAS,0010A000005Eyo6QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T14:31:45.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T14:31:45.000+0000,005OH000007fgYjYAI,2025-11-27T14:31:46.000+0000,005OH000007fgYjYAI,2025-11-27T14:31:46.000+0000,(819)820-4008,,alarie_marieh@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkjupYAA,False,,24080612,003G0000018f6kAIAQ,0010A000002wOluQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is inquiring about registration/ signing into their MGA Workspace account.
User has not registered for User ID yet. 

Code: 5026
Email: johnvan@breadthconsulting.com

***********************************************************
Good morning, John

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your MGA account!
 
To register for all the major platforms including Workspace, please follow the instructions below to achieve a successful registration.
1.	You will need to register for a User ID before being able to register for Workspace. To register for a User ID (formerly Repnet ID), you will need an activation code. 
If you do not have your activation code please contact Distribution_Methodology@canadalife.com and request for your MGA activation code (registration letter). 

2.	Once you obtain an activation code from Distribution Methodology, please follow this link to register your User ID. Please select Register located at the lower half of the webpage. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi…

3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/
You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T14:52:17.000+0000,False,False,005OH00000BG5v4YAD,2025-11-27T14:44:23.000+0000,005OH00000BG5v4YAD,2025-11-27T14:52:17.000+0000,005OH00000BG5v4YAD,2025-11-27T14:52:17.000+0000,(519)966-4400,,johnvan@breadthconsulting.com,(519)966-3400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkkz1YAA,False,,24083281,003G0000018f74wIAA,0010A000002wP8GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Follow up regarding case"" 24038976""",Medium,"****DDS***11/26/2025
User called to verify info provided to them for expected data of an application"" ref case: 24038976""

*****email chain****
Hello Gavin,

       Thank you contacting workspace support, it was a pleasure assisting you today.

       Regarding the expected data “It should only be the last name being entered when the client is asked to verify their identity” response from Eliese, regarding your inquiry. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

 The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T15:36:10.000+0000,False,False,005OH00000BFQFHYA5,2025-11-27T15:36:10.000+0000,005OH00000BFQFHYA5,2025-11-27T15:42:16.000+0000,005OH00000BFQFHYA5,2025-11-27T15:42:16.000+0000,(905)276-1177,(905) 609-4455,gavin@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gklIKYAY,False,,24082208,003OH00000VeEDiYAN,001OH00000cbImWYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:16:46.000+0000,False,False,0055o000001h4cFAAQ,2025-11-27T15:16:46.000+0000,0055o000001h4cFAAQ,2025-11-27T15:16:46.000+0000,0055o000001h4cFAAQ,2025-11-27T15:16:46.000+0000,(204)489-4640,,hayden.johnson@igpwm.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gklIPYAY,False,,24084036,003OH00000SmzE4YAJ,001OH00000Z2ni9YAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Additional assistance required - training,Medium,"Caller's Name: ELIZABETH WILKES
Advisor or support staff: Advisor
Advisor Code: H6990 MGA
Advisor Name: ELIZABETH WILKES
Phone: (613) 447-3549
Email: elizabeth@conciergewealth.net
1. Siebel verification: verified.
2. Last Login to Workspace: n/a
Issue: What can we help you learn more about in Workspace?:  Just as I go along because I am new to this Workspace

--------------------------------------***DDS  11/28/2025***--------------------------
RESOLVED; UPDATE RECEIVED/NO FURTHER ASSISTANCE NEEDED. 
SENT FOLLOW UP/CLOSED THIS CASE.
--------------------------------------***DDS  11/28/2025***--------------------------
Glad to hear Elizabeth, have a great day.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/28/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  11/28/2025***--------------------------
Good morning Anita,

Thank you for following up. I am fine for now. I will let you know if I need any other assistance.

Regards,

 


--------------------------------------***DDS  11/28/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  11/28/2025***--------------------------
Hello Elizabeth,

Following up on the message below. 

Please let know what you require assistance with on Workspace, is there something specific you would like us to show you or are you simply wanting some assistance with navigation within Workspace.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/27/2025***--------------------------
SENT EMAIL TO REQUEST MORE INFO/SCHEDULE A CALL.
--------------------------------------***DDS  11/27/2025***--------------------------
Hello Elizabeth,

Through the completion of the Feedback survey, it was identified that additional assistance is required on Workspace. 

Please let know what you require assistance with on Workspace, is there something specific you would like us to show you or are you simply wanting some assistance with navigation within Workspace.

Please provide details so we can better assist, thanks

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/27/2025***--------------------------
ADDITIONAL ASSISTANCE THROUGH SWOOGO ALERTS
--------------------------------------***DDS  11/27/2025***--------------------------
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Elizabeth Wilkes
Topic: 
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:  Just as I go along because I am new to this Workspace",True,2025-11-28T16:48:52.000+0000,False,False,005OH00000AUS7aYAH,2025-11-27T15:47:51.000+0000,005OH00000AUS7aYAH,2025-11-28T16:49:53.000+0000,005OH00000AUS7aYAH,2025-11-28T16:49:53.000+0000,(613)591-6661,,elizabeth@conciergewealth.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkljiYAA,False,,24079968,0030A0000029iZTQAY,0010A000002w6GZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T14:30:02.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T14:30:02.000+0000,005OH000007fgYjYAI,2025-11-27T14:30:02.000+0000,005OH000007fgYjYAI,2025-11-27T14:30:02.000+0000,(418)659-7777,,morau10@videotron.ca,(450)625-8077,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkm1YYAQ,False,,24084731,003G0000018f6SEIAY,0010A000002wOOZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:58:22.000+0000,False,False,0055o000001h4cFAAQ,2025-11-27T15:58:22.000+0000,0055o000001h4cFAAQ,2025-11-27T15:58:23.000+0000,0055o000001h4cFAAQ,2025-11-27T15:58:23.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkm36YAA,False,,24081635,0030A000009jIubQAE,0010A00000AWpCkQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:05:39.000+0000,False,False,005OH000002N6huYAC,2025-11-27T15:05:39.000+0000,005OH000002N6huYAC,2025-11-27T15:05:40.000+0000,005OH000002N6huYAC,2025-11-27T15:05:40.000+0000,(514)286-8811X105,(514) 923-4488,jeremy@kelsonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkn0lYAA,False,,24080987,0030A0000029VgpQAE,0010A000002vvZ8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"need info 

**EMAIL**

Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	97878 / 97922
Client Name:	CATHERINE VETSCH
Caller Name:	CATHERINE VETSCH
Caller Relationship:	Advisor
Advisor Code:	97878
Caller authenticated?	Yes
Language:	English
Send To:	wealthreportingsupport@canadalife.com

Acknowledgement call required?	No
Correspond By:	Email
Caller's Phone Number:	
Caller's Fax #	
Caller's Email Address:	cathy@bedrockadvisory.ca

Caller's Mailing Address:	
Date of Birth:	
Permission to leave voicemail?	
Email Security Permission?	Yes
Referral Reason:	Other
Follow-up #	None
Submitter Employee ID:	LL77991

Additional Details:
Advisor has requested a client listing report of all Seg funds clients turning 71 this year. Please provide a listing for Catherine's 2 advisor codes 97922 & 97878. 

________________________________________
**This email is being sent from a general delivery mailbox. Please do not reply to this email - Replies are not monitored. If further clarification is required, please email Call Centre Feedback.** 


Good morning Cathy,

Our team received your request via Call Centre for the Wealth Client Listings report. The codes provided appears to be part of dealer/rep codes. However, could you please also provide us the advisor’s name and advisor code (ex. Producer, Canada Life, MGA, five-characters long) for us to look into further?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-27T14:52:30.000+0000,False,False,005OH0000071DK9YAM,2025-11-27T14:52:30.000+0000,005OH0000071DK9YAM,2025-11-27T14:52:53.000+0000,005OH0000071DK9YAM,2025-11-27T14:52:53.000+0000,(780)669-4186,,cathy@bedrockadvisory.ca,(780)429-7067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkn7CYAQ,False,,24080127,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T14:33:25.000+0000,False,False,0055o000001NWfMAAW,2025-11-27T14:33:25.000+0000,0055o000001NWfMAAW,2025-11-27T14:33:26.000+0000,0055o000001NWfMAAW,2025-11-27T14:33:26.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkoWIYAY,False,,24080793,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T14:48:13.000+0000,False,False,0055o000001NWfMAAW,2025-11-27T14:48:13.000+0000,0055o000001NWfMAAW,2025-11-27T14:48:13.000+0000,0055o000001NWfMAAW,2025-11-27T14:48:13.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkpLwYAI,False,,24083168,0035o000006smjNAAQ,0015o000007UXDmAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:34:19.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T15:34:19.000+0000,005G0000002gxxjIAA,2025-11-27T15:34:20.000+0000,005G0000002gxxjIAA,2025-11-27T15:34:20.000+0000,(514)623-6323,,prbienne@axpcapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkpiYYAQ,False,,24086450,003G0000018f7oXIAQ,0010A000002wPuzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:22:51.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:22:51.000+0000,005OH000002N6huYAC,2025-11-27T16:22:52.000+0000,005OH000002N6huYAC,2025-11-27T16:22:52.000+0000,(819) 375-6829,(819) 371-4227,ajuneau@gasq.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkq6oYAA,False,,24083354,0030A000008U1SyQAK,0010A000009OBkVQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:37:25.000+0000,False,False,005OH00000245RQYAY,2025-11-27T15:37:25.000+0000,005OH00000245RQYAY,2025-11-27T15:37:25.000+0000,005OH00000245RQYAY,2025-11-27T15:37:25.000+0000,(877)494-4315,(819) 210-4645,louis.bourbonnais@gestaltfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkrNkYAI,False,,24082379,003OH00000BJvqgYAD,001OH00000CrN2vYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Merge,Medium,"user request for client with 2 accounts.
middle name discrepency.
KB0020913
Email================
Hello Theresa,

Thank you for submitting your merge request. The discrepancy preventing the merge prompt notification has been updated.

Please give it 2-4 business days and you should get a prompt notification to merge your client accounts. 

If you are still unable to see this updated, please contact us again and we can investigate it further.

We would love to know if we're meeting your expectations by filling out this Survey. Your feedback will assist us in providing better assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect- Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


   




From: Swoogo Alerts <noreply@swoogo.com> 
Sent: November 24, 2025 11:51 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Theresa Rogers (theresa@ wealthplanatlantic. ca) has submitted a merge issue. Client details: First name: Maryanne Middle name (if applicable): Elizabeth Last name: Scammell DOB: 28 September 1988 Policy Number(s): 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Theresa Rogers (theresa@wealthplanatlantic.ca) has submitted a merge issue.
 
Client details:
First name: Maryanne
Middle name (if applicable): Elizabeth
Last name: Scammell
DOB: 28 September 1988
Policy Number(s): 40634860, F548400708, F551937653, 69053413T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000OnVcvYAF/maryanne-elizabeth-scammell
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000AdxXwQAJ/maryanne-e-scammell
URL 3: 
URL 4: 
Additional details:",True,2025-11-27T15:20:04.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-27T15:20:04.000+0000,005OH00000AZ3ZxYAL,2025-11-27T15:20:04.000+0000,005OH00000AZ3ZxYAL,2025-11-27T15:20:04.000+0000,(506) 308-0393,,theresa@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gksGaYAI,False,,24082048,0030A0000029baqQAA,0010A000002w0UgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:13:40.000+0000,False,False,0055o000001h4cFAAQ,2025-11-27T15:13:40.000+0000,0055o000001h4cFAAQ,2025-11-27T15:13:40.000+0000,0055o000001h4cFAAQ,2025-11-27T15:13:40.000+0000,(204)688-9186,(905)321-3488,kurt.montgomery@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gksusYAA,False,,24082173,003G000001B3kE1IAJ,0010A000002wQDbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Policy,Medium,"User is indicating that he not able to see his Code: F5348 when going to Simple Protect dashboard.  
User was signing into his MGA account and not his Advisor solution, which is why he only saw MGA code.
User is not inquiring where to see pending application - directed to New Business 

Email: allain@alabelle.ca 
Code: F5348

***************************************************
Good morning, Allain

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding viewing your applications!
 
As a recap you want to ensure you are signing into the correct association to view the correct code, depending on if you’re looking for direct or MGA. 
It appears your LastPass application does not allow you to view both MGA and Direct when you click on the link. That link will bring you to the last association you were signed in as. So you want to remember to sign out and switch the association to the one you are wanting to view, 
To view your pending applications please click on New Business WebbApp that is located on the Overview page, the second tile. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T15:49:26.000+0000,False,False,005OH00000BG5v4YAD,2025-11-27T15:16:00.000+0000,005OH00000BG5v4YAD,2025-11-27T15:50:50.000+0000,005OH00000BG5v4YAD,2025-11-27T15:50:50.000+0000,(705)222-8773,(705) 691-2747,allain@alabelle.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gktXbYAI,False,,24084099,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:48:44.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T15:48:44.000+0000,005G0000002gxxjIAA,2025-11-27T15:48:44.000+0000,005G0000002gxxjIAA,2025-11-27T15:48:44.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkuTeYAI,False,,24081701,0030A0000029cwAQAQ,0010A000002w1XBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnecting MFA,Medium,"***DDS*** 11/27/25
Name: Jason Manor
Phone: 613-983-6464
Agent code: 74132
Reference: KB0020738

Hello Jason, 

Thank you for contacting Workspace Support today regarding Disconnecting MFA.

To re-cap our call.

We disconnected MFA
Connected with Salesforce Authenticator
Tried to log in, log out and back in again.
Salesforce app is not working properly.
Connected using MS Authenticator.
Tried to log in, log out and back in again.
Successful.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-27T15:44:17.000+0000,False,False,005OH00000BGeeHYAT,2025-11-27T15:06:54.000+0000,005OH00000BGeeHYAT,2025-11-27T15:44:18.000+0000,005OH00000BGeeHYAT,2025-11-27T15:44:18.000+0000,(613)274-2610X331,(613) 983-6464,jason.manor@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkuWtYAI,False,,24082692,003G000001B3kE1IAJ,0010A000002wQDbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Call back,Medium,"Could not hear user, nor could they hear me. 
Called back. 
Refer to C24082173",True,2025-11-27T15:50:37.000+0000,False,False,005OH00000BG5v4YAD,2025-11-27T15:26:01.000+0000,005OH00000BG5v4YAD,2025-11-27T15:50:37.000+0000,005OH00000BG5v4YAD,2025-11-27T15:50:37.000+0000,(705)222-8773,(705) 691-2747,allain@alabelle.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkutTYAQ,False,,24082388,003G0000018f7BZIAY,0010A000002wPFXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre issue -  INC1873692,Medium,"*** DDS 01DEC2025 ***
DAS reached out to the user directly, they confirmed issue resolved, INC closed, closing case

** DDS 27NOV2025 ***
 INC1873692 submitted
-------------------------
KB0023404 - Unable to fix the issue with the TS steps done, SL Jennifer took over the call for further assistance.

-----------------------------------------EMAIL CHAIN:
Hello Joella,

Thank you for contacting Workspace Support today regarding the processing error that you are getting in Investment Centre and thank you for providing the screenshot below. I have escalated the issue to our Digital Hub team for investigation and I will follow up with you as soon as I hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Joella Podnar <joellap@gentilefinancial.ca> 
Sent: November 27, 2025 10:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Gentile, George <ggentile@gentilefinancial.ca>
Subject: [EXT] Investment Centre Error Message - INC1873692/C24082388

Best Regards Joella Podnar Administrative Assistant Gentile Financial Group Inc. 201-3 Director Court Vaughan, Ontario L4L,4S5 joellap@ gentilefinancial. ca Phone: 905-264-9205 x 221                                                           
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 

Best Regards
Joella Podnar
Administrative Assistant
Gentile Financial Group Inc.
201-3 Director Court
Vaughan, Ontario L4L,4S5
joellap@gentilefinancial.ca
Phone: 905-264-9205 x 221",True,2025-12-01T17:10:17.000+0000,False,False,005OH000006wv2TYAQ,2025-11-27T15:20:19.000+0000,005OH00000BFPZHYA5,2025-12-01T17:10:17.000+0000,005OH000006wv2TYAQ,2025-12-13T02:02:08.000+0000,(416)704-9861,(416) 704-9861,ggentile@gentilefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkvZOYAY,False,,24081901,0030A0000029bVHQAY,0010A000002w0QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:11:01.000+0000,False,False,005OH000002N6huYAC,2025-11-27T15:11:01.000+0000,005OH000002N6huYAC,2025-11-27T15:11:01.000+0000,005OH000002N6huYAC,2025-11-27T15:11:01.000+0000,(418)951-3722,,bruno.bourque@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkveKYAQ,False,,24084228,0030A0000029k8nQAA,0010A000002w7VwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to access workspace,Medium,"Advisor was informed that she need to request another TPA as she was offboarded reason for her not able to access workspace. She confirmed that a TPA has been sent already and just wanted to expedite the process asap. SL Jason will see if its possible.

===============
Hi Lisa,

Thank you for contacting the workspace support about you being unable to access workspace due to the reason that you were offboarded incorrectly and you are trying to expedite the TPA access request before the end of the month.

I have reached out and my supervisor will do his best and see if he can possibly request to expedite the processing of your TPA request from the distribution_methodology@canadalife.com team. I will provide you an update as soon as I have good news for you.

Appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-27T16:11:31.000+0000,False,False,005OH00000BFPZHYA5,2025-11-27T15:50:54.000+0000,005OH00000BFPZHYA5,2025-11-27T16:19:25.000+0000,005OH00000BFPZHYA5,2025-11-27T16:19:25.000+0000,(604)306-4338,,lisa.wong@laurenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkyLzYAI,False,,24082715,0030A0000029aPhQAI,0010A000002vzZLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:26:35.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T15:26:35.000+0000,005G0000002gxxjIAA,2025-11-27T15:26:36.000+0000,005G0000002gxxjIAA,2025-11-27T15:26:36.000+0000,(450)973-2424,,luc.rodrigue@partenaire-conseils.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkyPFYAY,False,,24083672,0030A000006tkZ5QAI,0010A000007j9QqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:42:05.000+0000,False,False,0050A000000WjqvQAC,2025-11-27T15:42:05.000+0000,0050A000000WjqvQAC,2025-11-27T15:42:06.000+0000,0050A000000WjqvQAC,2025-11-27T15:42:06.000+0000,(613)852-2425,(613) 852-2425,david.tugwell@harbourwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkz3VYAQ,False,,24082024,003G0000018f6hhIAA,0010A000002wOhxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM data download not available - INC1874580,Medium,"*** DDS Nov 27th, 2025 ***
User wants to download data but the option does not show up on Workspace. Transferred to L2 to Samantha.

**Samantha**Nov 28, 2025
CRM Data is now available
===========================================================================================

****Email Chain****

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Thanks very much!

Get Outlook for Android
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Friday, November 28, 2025 3:55:23 PM
To: Neil Schofield <Neil@schofieldfinancial.ca>
Subject: RE: INC1874580 [EXT] Re: **Case 24082024** - Phone Call follow-Up - CRM Data Extract 
 
Hello Neil,
 
Your CRM data is ready for extraction. Please sign into Workspace and download your CRM data as soon as possible.
 
 
If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Neil Schofield <Neil@schofieldfinancial.ca> 
Sent: November 27, 2025 11:32 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: INC1874580 [EXT] Re: **Case 24082024** - Phone Call follow-Up - CRM Data Extract
 
Thank you! Get Outlook for Android From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Thursday, November 27, 2025 10: 40: 33 AM To: Neil Schofield <Neil@ schofieldfinancial. ca> Subject: **Case 24082024** - Phone Call follow-Up
Thank you!
 
Get Outlook for Android
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Thursday, November 27, 2025 10:40:33 AM
To: Neil Schofield <Neil@schofieldfinancial.ca>
Subject: **Case 24082024** - Phone Call follow-Up - CRM Data Extract 
 
Hello Neil,
 
This is Samantha following up on our phone call regarding your CRM data.
 
As part of the process of decommissioning Workspace's CRM functions your CRM data was made available to download for a period of 90 days. With the 90 day window now closed we have changed your experience in Workspace to remove all CRM functions including the Download CRM Data page.
 
I have gone ahead and escalated this to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T20:55:25.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-27T15:13:15.000+0000,005OH00000AbJ7aYAF,2025-12-01T17:03:49.000+0000,005OH000002iN7pYAE,2025-12-01T17:03:49.000+0000,(647)479-6241X293,(905) 220-2854 *,neil@schofieldfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gkzeeYAA,False,,24084945,0035o000007jucgAAA,0015o000008ReyDAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:01:16.000+0000,False,False,0055o000002KxaMAAS,2025-11-27T16:01:16.000+0000,0055o000002KxaMAAS,2025-11-27T16:01:16.000+0000,0055o000002KxaMAAS,2025-11-27T16:01:16.000+0000,(587)839-2686,,anita.yang@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl0AtYAI,False,,24082625,003G0000018f6fZIAQ,0010A000002wOdbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Split commissions,Medium,"Caller's Name: KELLY ANTONAKAKIS
Advisor or support staff: Advisor 
Advisor Code: LL36622/F2162
Advisor Name: KELLY ANTONAKAKIS	
Phone: 	(514) 572-1328
Email: kelly@finservantonakakis.com		
1. Siebel verification: completed
2. Last Login to Workspace: today
Issue: splitting business with another advisor, wants to know how to handle that. 
Wants to split the commissions from the business/not sure how to

RESOLUTION: No kb's found to assist with this. 
CALLED ASSIST SPOKE TO JASON. BOTH WILL NEED TO SETUP TPA/DELEGATION. ADVISED HER TO SETUP TPA/DELEGATION

SENT FOLLOW UP
--------------------------------------***DDS  11/27/2025***--------------------------
Hello Kelly, 

Thank you for contacting Workspace Support today.

It was a pleasure helping you on how to split the commissions with another advisor. 

Please note you and the other advisor will first need to setup delegate/TPA access. I checked your account and do not see this setup. 

Please follow the steps below to setup and ask the other advisor to do the same.

Once setup you will be able to select each others’ names on the application.

Setting up a Delegation   
  
1.	Click your name in Workspace in the top right corner, 
2.	Click ”My Settings” 
3.	click the “Manage Delegates” tab 
4.	Select Add Delegates 
5.	put in the email address of the person you wish to delegate access of your Book of Business to. 
6.	Select the access abilities 
7.	Click Add  
  
Please note it takes up to 24 hours for the delegation process to be complete.  
 
 
 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-27T15:45:30.000+0000,False,False,005OH00000AUS7aYAH,2025-11-27T15:24:52.000+0000,005OH00000AUS7aYAH,2025-11-27T15:45:30.000+0000,005OH00000AUS7aYAH,2025-11-27T15:45:30.000+0000,(514)572-1328,(514) 572-1328,kelly@finservantonakakis.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl0u6YAA,False,,24083532,003OH000004QLo5YAG,0010A000002vtm6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Need Advisor Info,Medium,"Good morning Carrie,

Our team received your request below for a Client Listings report. Can you please provide the advisor’s name and their advisor code (ex. Producer, Canada Life, MGA, five-characters long) for us to investigate further?

Please note we can only send a full listing we do not search for individual policies.


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Canada Life Insurance Administration <CanadaLifeInsuranceAdministration@canadalife.com> 
Sent: November 26, 2025 4:20 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: Canada Life- Mark Lazaruk - (416) 432-4702 

Hello, 

Please provide the client listing for the below advisor. 

Thank you.


LL70098 | Insurance Operations, In-Force Policy
Toll-free / Téléphone sans frais : 1-888-252-1847

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
This mailbox cannot receive messages. Please send your life insurance service requests to InforceLifeClientServiceLondon@canadalife.com / MGA CANINDSERV@canadalife.com.. If your advisor firm has access to Workspace, we encourage you to send new requests through Workspace as it’s faster. The Client Service Centre can also help with most inquiries. You can reach them at 1-888-252-1847.

Cette boîte aux lettres ne peut pas recevoir de messages. Veuillez envoyer vos demandes de services d'assurance vie à InforceLifeClientServiceLondon@canadalife.com / MGA CANINDSERV@canadalife.com.  Si votre conseiller a la possibilité d'utiliser l'Espace Affaires, nous vous encourageons à envoyer les nouvelles demandes par l'intermédiaire de l'Espace Affaires, car c'est plus rapide. Le Centre de service à la clientèle peut également répondre à la plupart des demandes. Vous pouvez les joindre au 1-888-252-1847.

From: Olga Pizzurro <opizzurro@brokerlink.ca> 
Sent: November 17, 2025 4:05 PM
To: Carrie Lee <carrie.lee@qfscanada.com>; CANINDSERV <CANINDSERV@canadalife.com>
Cc: Agnese Andriaccio <aandriaccio@brokerlink.ca>
Subject: [EXT] RE: Canada Life- Mark Lazaruk - (416) 432-4702 

Thanks Carrie. Olga Pizzurro Account Administrator, Life & Health| BrokerLink T: 416-798-8001 ext. 85627 | F: 905-264-5167 | opizzurro@ brokerlink. ca Brokerlink Inc. | 100-10 Director Court, Woodbridge, ON L4L 7E8 Branch hours: Mon-Fri: 8: 30
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Thanks Carrie.
Olga Pizzurro
Account Administrator, Life & Health| BrokerLink
T: 416-798-8001 ext. 85627 | 
F: 905-264-5167 | opizzurro@brokerlink.ca 
Brokerlink Inc. | 
100-10 Director Court, Woodbridge, ON L4L 7E8
Branch hours: Mon-Fri: 8:30 am-5:00 pm
Visit us online: BrokerLink.ca       
 
Please note new policies, policy changes or amendments cannot be bound or made unless you speak directly to a licensed insurance broker.
This communication and any attachments are confidential. If you are not the intended recipient, please immediately notify the sender and delete this communication including all attachments. Any other use, disclosure, distribution or copying is prohibited.
From: Carrie Lee 
Sent: Monday, November 17, 2025 4:00 PM
To: Canada Life 
Cc: Agnese Andriaccio ; Olga Pizzurro 
Subject: FW: Canada Life- Mark Lazaruk - (416) 432-4702 
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Good afternoon,
I am unbale to pull any information for the following client on Worksapce. Can you please confirm any policy under the following client under Brokerlink as the servicing agent? 
Mark Lazaruk
524-11 Bronte Road
Oakville, ON L6L 0E1
(416) 432-4702
💭 Your thoughts are as valuable as your time – let’s hear them! Take our quick survey here.
Thank you.
Carrie Lee
Wealth and Inforce Insurance Case Specialist
QFS
 
Feel like family™
200 Catherine Street, Suite 401, Ottawa, ON K2P 2K9
PH 613-902-5101 | F 613-902-4813
www.qfscanada.com
From: Agnese Andriaccio <aandriaccio@brokerlink.ca> 
Sent: November 17, 2025 11:46 AM
To: Carrie Lee <carrie.lee@qfscanada.com>
Cc: Olga Pizzurro <opizzurro@brokerlink.ca>
Subject: Canada Life- Mark Lazaruk - (416) 432-4702 
Hi Carrie, 
Client called in- can we confirm if there is a policy with Canada Life under the following serviced by Brokerlink:
Mark Lazaruk
524-11 Bronte Road
Oakville, ON L6L 0E1
(416) 432-4702
Thank you, 
Agnese Andriaccio
Account Administrator | BrokerLink 
T: 416-798-8001 ext. 87152 | F: 905-264-5167 | aandriaccio@brokerlink.ca 
Brokerlink Inc. | 100-10 Director Court, Woodbridge, ON L4L 7E8
Branch hours: Mon-Fri: 8:30 am-5:00 pm
Visit us online: BrokerLink.ca       
 
 
Please note new policies, policy changes or amendments cannot be bound or made unless you speak directly to a licensed insurance broker.
This communication and any attachments are confidential. If you are not the intended recipient, please immediately notify the sender and delete this communication including all attachments. Any other use, disclosure, distribution or copying is prohibited.
From: Darlene Tran <DTran@brokerlink.ca> 
Sent: Monday, November 17, 2025 11:42 AM
To: Olga Pizzurro <opizzurro@brokerlink.ca>; Agnese Andriaccio <aandriaccio@brokerlink.ca>
Cc: Benjamin Flemming <bflemming@brokerlink.ca>
Subject: FW: Mark Lazaruk - (416) 432-4702 
Darlene Tran
Administrative Assistant – Life & Health | BrokerLink 
T: 416-798-8001 ext. 87003 | F: 905-264-5164 | dtran@brokerlink.ca 
Brokerlink Inc. | 100 – 10 Director Court, Woodbridge, ON L4L 7E8
Visit us online: BrokerLink.ca      
 
 
This communication and any attachments are confidential. If you are not the intended recipient, please immediately notify the sender and delete this communication including all attachments. Any other use, disclosure, distribution or copying is prohibited.
From: Benjamin Flemming <bflemming@brokerlink.ca> 
Sent: Monday, November 17, 2025 11:39 AM
To: CBL Life Benefits Leads <lifebenefits@brokerlink.ca>
Subject: Mark Lazaruk - (416) 432-4702 
Hell Team,
Mark Lazaruk called in asking for info about his Canada Life – Life Insurance policy. Could someone please reach out to him at (416) 432-4702 to discuss is life insurance policy.
Thanks,
Benjamin
Benjamin Flemming, R.I.B (Ont)
Pronoun: He/Him
Personal Insurance Advisor| BrokerLink 
T: 416.368.6511| F: 416.368.1648 | onservice@brokerlink.ca
Brokerlink Inc. | 700 University Ave, Toronto, ON M5G 1Z5
Branch hours: Mon-Fri: 8:30 am-5:00 pm
Visit us online: BrokerLink.ca       
 
 
Please note new policies, policy changes or amendments cannot be bound or made unless you speak directly to a licensed insurance broker.
This communication and any attachments are confidential. If you are not the intended recipient, please immediately notify the sender and delete this communication including all attachments. Any other use, disclosure, distribution or copying is prohibited.
STATEMENT OF CONFIDENTIALITY 
The information contained in this email message and any attachments may be confidential and legally privileged and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.",True,2025-11-27T15:39:56.000+0000,False,False,005OH0000088z1hYAA,2025-11-27T15:39:56.000+0000,005OH0000088z1hYAA,2025-11-27T15:44:27.000+0000,005OH0000088z1hYAA,2025-11-27T15:44:27.000+0000,,,carrie.lee@qfscanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl1uyYAA,False,,24086092,0030A00000BSDKoQAP,0010A00000C2O4yQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:17:28.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:17:28.000+0000,005OH000002N6huYAC,2025-11-27T16:17:29.000+0000,005OH000002N6huYAC,2025-11-27T16:17:29.000+0000,(418)999-6963,,dasselin@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl1yAYAQ,False,,24083294,0031600002MCb3XAAT,0010A000002wNZSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:36:21.000+0000,False,False,0050A000000WjqvQAC,2025-11-27T15:36:21.000+0000,0050A000000WjqvQAC,2025-11-27T15:36:21.000+0000,0050A000000WjqvQAC,2025-11-27T15:36:21.000+0000,(613)748-3455X4152,(613) 620-2125,ben@750swfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl1yFYAQ,False,,24086746,003OH00000KUkMvYAL,001OH00000P0g2hYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setting up MFA for first time,Medium,"CHERIAN VARGHESE	
	H3860
KB0022825 

 Advisor was not able to access workspace website, help them to clear cookie and cache and they got access, Also help them for setting up MFA for first time.

Hello Cherian,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

In our today’s call, you were having issues accessing our workspace website. I help you to clear cookie and cache and that fixed the issue. Then I help you to setup google authenticator and you were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T16:52:01.000+0000,False,False,005OH00000BFiyTYAT,2025-11-27T16:27:01.000+0000,005OH00000BFiyTYAT,2025-11-27T16:52:01.000+0000,005OH00000BFiyTYAT,2025-11-27T16:52:01.000+0000,(416)571-2780,,cherians4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl1zrYAA,False,,24085311,0030A000006ntaGQAQ,001OH0000088I4oYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:06:38.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:06:38.000+0000,005OH000002N6huYAC,2025-11-27T16:06:38.000+0000,005OH000002N6huYAC,2025-11-27T16:06:38.000+0000,(450)616-8804X231,,ecarrier@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl2iwYAA,False,,24083256,003OH00000VbHpjYAF,001OH00000cY0hKYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:35:42.000+0000,False,False,0055o000001h4cFAAQ,2025-11-27T15:35:42.000+0000,0055o000001h4cFAAQ,2025-11-27T15:35:42.000+0000,0055o000001h4cFAAQ,2025-11-27T15:35:42.000+0000,(204)727-0927,,carter.mckibbin@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl2seYAA,False,,24085165,0030A0000029YxwQAE,0010A000002vyJVQAY,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,bad signal and called again,True,2025-11-27T16:24:38.000+0000,False,False,005OH00000AGaRZYA1,2025-11-27T16:04:19.000+0000,005OH00000AGaRZYA1,2025-11-27T16:24:39.000+0000,005OH00000AGaRZYA1,2025-11-27T16:24:39.000+0000,(416)495-7610,,annayue@hotmail.com,(416)495-7611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AGaRZYA1,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl2vxYAA,False,,24086394,0030A0000029aPhQAI,0010A000002vzZLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:22:01.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T16:22:01.000+0000,005G0000002gxxjIAA,2025-11-27T16:22:02.000+0000,005G0000002gxxjIAA,2025-11-27T16:22:02.000+0000,(450)973-2424,,luc.rodrigue@partenaire-conseils.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl341YAA,False,,24090432,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:22:07.000+0000,False,False,0050A000000WjqvQAC,2025-11-27T17:22:07.000+0000,0050A000000WjqvQAC,2025-11-27T17:22:07.000+0000,0050A000000WjqvQAC,2025-11-27T17:22:07.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl3BxYAI,False,,24082702,0030A0000029m8HQAQ,0010A000002w98dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Nov 27th, 2025 ***
User cannot access Workspace but does not remember advisor code. Redirected to MGA to verify that and call us back to unlock account and possible reset MFA as well.
=============
Good morning Kim,

It was a pleasure speaking with you today about your Workspace account access.

In order to restore access to your account, we would need to confirm your active advisor code (also called Distributor/Commission/Producer code). You can contact your MGA leadership to confirm this code and reach out to us so we can help you sign in to your account again.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T15:40:52.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-27T15:26:15.000+0000,005OH00000AbJ7aYAF,2025-11-27T15:40:52.000+0000,005OH00000AbJ7aYAF,2025-11-27T15:40:52.000+0000,(902)305-0563,,kged11@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl4b4YAA,False,,24083000,003OH00000Xfy8UYAR,001OH00000fyWLvYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:31:25.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T15:31:25.000+0000,005OH000007fgYjYAI,2025-11-27T15:31:25.000+0000,005OH000007fgYjYAI,2025-11-27T15:31:25.000+0000,(581)748-9715,,ousmane.coulibaly@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl4hWYAQ,False,,24088499,0030A0000029cbnQAA,0010A000002w1HPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace sign in-,Medium,"****DDS**** 11/26/2025
User called to verify if the their new MGA code would be transferred to their old MGA workspace or if they need to create a new workspace account. Verified it was transferred and they can maintain their current login. 


*****email chain*****

Hello Allan and Kathy, 

     It was a pleasure assisting you today. For Allan, we were able to verify that the new MGA code is automatically connected to your old MGA workspace login, so no need to create a new workspace account. Your new gmail email and old password is all you need to sign in.

Kathy, we were able to successfully get you registered for your UserID, which is the first step required to register for workspace. Next would be to wait 24-48 hours before attempting to register for workspace. You can use the link in the registration letter you received to access the registration page.

Below are the instructions for registration: 

You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password: 
 
 
 
 
 
 

o	Read and accept the Terms of use
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	
o	Your account will be activated once the email is verified
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/
 
Let me know if you have any questions or come across any issues registering.  Thank you and have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T16:53:01.000+0000,False,False,005OH00000BFQFHYA5,2025-11-27T16:53:01.000+0000,005OH00000BFQFHYA5,2025-11-27T17:46:01.000+0000,005OH00000BFQFHYA5,2025-11-27T17:46:01.000+0000,(416)818-8825,,atroster@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl4j7YAA,False,,24082958,0030A00000BTarUQAT,0010A00000C3lcQQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:30:38.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T15:30:38.000+0000,005OH000007fgYjYAI,2025-11-27T15:30:38.000+0000,005OH000007fgYjYAI,2025-11-27T15:30:38.000+0000,(438)533-7654,,waldy@waldytheadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl4jCYAQ,False,,24088116,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,purchase,Medium,,True,2025-11-27T16:48:09.000+0000,False,False,005OH000006uYrkYAE,2025-11-27T16:47:37.000+0000,005OH000006uYrkYAE,2025-11-27T16:48:10.000+0000,005OH000006uYrkYAE,2025-11-27T16:48:10.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl55kYAA,False,,24083193,003OH00000U9tK9YAJ,001OH00000am7E7YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T15:34:50.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T15:34:50.000+0000,005OH000007fgYjYAI,2025-11-27T15:34:50.000+0000,005OH000007fgYjYAI,2025-11-27T15:34:50.000+0000,(514)915-4547,,jonathanharveymaltais@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl58zYAA,False,,24086395,0031600002NUJm7AAH,0010A000002wNinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:22:04.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:22:04.000+0000,005OH000002N6huYAC,2025-11-27T16:22:04.000+0000,005OH000002N6huYAC,2025-11-27T16:22:04.000+0000,(418) 204-1211,(418) 930-6403 xx call this nu,rpascal09@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl5IiYAI,False,,24088132,0030A0000029e1dQAA,0010A000002w2RJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:47:46.000+0000,False,False,0050A000000WjqvQAC,2025-11-27T16:47:46.000+0000,0050A000000WjqvQAC,2025-11-27T16:47:46.000+0000,0050A000000WjqvQAC,2025-11-27T16:47:46.000+0000,(613)967-5730,,jspicer@reach.net,(613)966-6482,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl5QkYAI,False,,24086870,003G0000018f7g6IAA,0010A000002wPmfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:28:54.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:28:54.000+0000,005OH000002N6huYAC,2025-11-27T16:28:55.000+0000,005OH000002N6huYAC,2025-11-27T16:28:55.000+0000,(450) 464-0585 x222,(514) 793-0585,michel.allard@avantagempa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl6eWYAQ,False,,24086027,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:16:37.000+0000,False,False,005OH00000245RQYAY,2025-11-27T16:16:37.000+0000,005OH00000245RQYAY,2025-11-27T16:16:38.000+0000,005OH00000245RQYAY,2025-11-27T16:16:38.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl7KRYAY,False,,24084376,003G000001B3Y0iIAF,0010A000002wQD1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate Request,Medium,"see 23971986

Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	GA971/191029
Client Name:	Edward Kurtz
Caller Name:	Kathleen goodman
Caller Relationship:	Assistant/Admin Staff
Advisor Code:	GA971/191029
Caller authenticated?	Yes
Language:	English
Send To:	wealthreportingsupport@canadalife.com

Acknowledgement call required?	No
Correspond By:	Email
Caller's Phone Number:	2048856865
Caller's Fax #	
Caller's Email Address:	ed@courtsgroup.ca

Caller's Mailing Address:	
Date of Birth:	
Permission to leave voicemail?	No
Email Security Permission?	Yes
Referral Reason:	Other Policy Details
Follow-up #	None
Submitter Employee ID:	LL77991

Additional Details:
Advisor has requested a client listing. Please provide via email. Edward Kurtz 191029 ed@courtsgroup.ca / (204) 885-6865 Thank you


________________________________________
**This email is being sent from a general delivery mailbox. Please do not reply to this email - Replies are not monitored. If further clarification is required, please email Call Centre Feedback.**",True,2025-11-27T15:53:02.000+0000,False,False,005OH0000088z1hYAA,2025-11-27T15:53:02.000+0000,005OH0000088z1hYAA,2025-11-27T15:53:02.000+0000,005OH0000088z1hYAA,2025-11-27T15:53:02.000+0000,(204) 885-6865,,ed@courtsgroup.ca,(204) 837-1572,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gl9vhYAA,False,,24083888,0030A0000029pHoQAI,0010A000002wBmCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password Reset WS - Successful,Medium,"Reason for call: Reset WS password 
•	Troubleshooting steps completed: reset password via SF 
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): KB0021888  , Logmein with user

======================
Bonjour Claude,

Merci d'avoir contacté le support Workspace. C'était notre plaisir de vous aider à réinitialiser le mot de passe de votre compte Workspace aujourd'hui afin que vous puissiez retrouver l'accès.

Votre avis compte ! Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un bref sondage. 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T16:16:24.000+0000,False,False,005OH00000BFQFGYA5,2025-11-27T15:45:40.000+0000,005OH00000BFQFGYA5,2025-11-27T16:16:25.000+0000,005OH00000BFQFGYA5,2025-11-27T16:16:25.000+0000,(514)235-4004,(514) 235-4004,claudek@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glAjmYAE,False,,24087124,003OH00000CaKz6YAF,001OH00000F7ewFYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:33:19.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:33:19.000+0000,005OH000002N6huYAC,2025-11-27T16:33:20.000+0000,005OH000002N6huYAC,2025-11-27T16:33:20.000+0000,(418)964-6468,,elisabeth.st-laurent@milleniumgf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glBpZYAU,False,,24090900,0030A0000029gOOQAY,0010A000002w4RcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:29:12.000+0000,False,False,005OH000005URvxYAG,2025-11-27T17:29:12.000+0000,005OH000005URvxYAG,2025-11-27T17:29:12.000+0000,005OH000005URvxYAG,2025-11-27T17:29:12.000+0000,(403)309-5588,(403) 318-2336,glenn@welchfinancial.ca,(866)837-4531,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glBuNYAU,False,,24092492,0030A0000029jhVQAQ,0010A000002w7AHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor wanted to make a death claim and needed assistance logging onto workspace.
********
Hi Peter , thank you for contacting the workspace support today.

To recap our call, you were getting an error while trying to access workspace. I provided a new link and walked through setting up your multifactor authentication.
I will provide you a workspace link this should bring you to the workspace site. If you have any issues, feel free to let me know in your response.


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T18:06:28.000+0000,False,False,005OH00000BFQFCYA5,2025-11-27T17:52:47.000+0000,005OH00000BFQFCYA5,2025-11-27T18:15:25.000+0000,005OH00000BFQFCYA5,2025-11-27T18:15:25.000+0000,(604)685-2226,,peter@hjinsurance.com,(604)925-2990,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glBzAYAU,False,,24087716,003OH00000QysLDYAZ,001OH00000Wo5oiYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:41:53.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T16:41:53.000+0000,005G0000002gxxjIAA,2025-11-27T16:41:53.000+0000,005G0000002gxxjIAA,2025-11-27T16:41:53.000+0000,(514)467-7535,,antoine@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glC5gYAE,False,,24091036,003OH00000KBJ2EYAX,0015o000008CyegAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,AWD Report,Medium,"Hello Jennifer,

This email is regarding your request for a list of clients that have cheques set up as their AWD redemption method.    
There were no clients found for the following advisor(s):   Kevin Martin
A reminder that this report only gives results for those holding nominee accounts, all others will not be listed, regardless of their preferred redemption method.    


The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 










Hello,
A new form response has been received requesting a list of clients that have cheque based redemptions set up. The details are as follows:

Request 1:
Advisor: Kevin Martin
Code: 19584, 35653, 39085, 35649

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to info@branstone.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EXFVbEk2jvZFs-oVbUmc7tkBbqad9PhGwdH2uUB85WHOxw?e=PSNO7h",True,2025-11-27T17:31:00.000+0000,False,False,005OH0000088z1hYAA,2025-11-27T17:31:00.000+0000,005OH0000088z1hYAA,2025-11-27T17:55:43.000+0000,005OH0000088z1hYAA,2025-11-27T17:55:43.000+0000,(204) 578-5500,,info@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glCIYYA2,False,,24085920,0030A0000029i58QAA,0010A000002w5qyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Registration.,Medium,"user request a how to log in workspace however when verifying he is not yet registered,
send him instruction on how to proceed.

Email===========
Bonjour Benoit,

Merci d’avoir contacté le support de l’espace concernant votre inscription avec l’espace d’affaire, J'ai vraiment apprécié notre échange.

utilisez l’étape ci-dessous pour vous inscrire à l’espace d’affaire :
 
Étape 1 : Cliquez sur le lien https://lifeco.my.site.com/workspace/s/login/SelfRegister
Étape 2 : Saisissez votre identifiant RepNet(BDOU046104) et votre mot de passe.
Étape 3 : Saisissez votre code Comp.
Étape 4 : Saisissez votre prénom et votre nom, ainsi qu'une adresse e-mail et un mot de passe.
Étape 5 : Cliquez sur Suivant pour accéder à la page suivante.
 
Lisez et acceptez les conditions d'utilisation.
Étape 6 : Un e-mail de vérification sera envoyé à l'adresse e-mail que vous avez saisie à l'étape précédente.
Étape 7 : Vérifiez l'e-mail en cliquant sur Vérifier maintenant.
 
Votre compte sera activé une fois l'e-mail vérifié.
 
Pour vous connecter à Workspace, cliquez sur ce lien https://lifeco.my.site.com/workspace/s/


Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T16:32:04.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-27T16:15:16.000+0000,005OH00000AZ3ZxYAL,2025-11-27T16:32:04.000+0000,005OH00000AZ3ZxYAL,2025-11-27T16:32:04.000+0000,(450)686-8880,514-983-5869,benoit.doucet@stl.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glCX3YAM,False,,24088258,0030A0000029g71QAA,0010A000002w4AiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:49:35.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:49:35.000+0000,005OH000002N6huYAC,2025-11-27T16:49:35.000+0000,005OH000002N6huYAC,2025-11-27T16:49:35.000+0000,(819)679-1991,,benjamin@accesassurancesinc.com,(819)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glDZbYAM,False,,24089306,003G000001NrTLPIA3,0010A000002wSZOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:05:08.000+0000,False,False,005OH00000245RQYAY,2025-11-27T17:05:08.000+0000,005OH00000245RQYAY,2025-11-27T18:07:58.000+0000,005OH00000245RQYAY,2025-11-27T18:07:58.000+0000,(514)823-4108,(450) 512-4108,sarah.thibodeau@cabinetsfst.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glDhdYAE,False,,24087934,0030A000008UU5aQAG,0010A000009OfevQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:45:00.000+0000,False,False,0050A000000XQhmQAG,2025-11-27T16:45:00.000+0000,0050A000000XQhmQAG,2025-11-27T16:45:00.000+0000,0050A000000XQhmQAG,2025-11-27T16:45:00.000+0000,(506)634-7300,(506) 440-3876,travis.branscombe@lsfg.life,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glDrKYAU,False,,24085461,003OH00000UczIzYAJ,001OH00000bMJWgYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"****DDS****11/27/25 

Assisted user to locate their registration credentials - user was able to create their User ID
User advised to wait 2 business days before completing registration for WS
 
============================================================================================= 
 
****Email Chain****

Bonjour Catherine,

Ce fut un plaisir de discuter avec vous ce matin.

Lors de notre appel, vous avez utilisé vos informations d’enregistrement pour créer votre nom d’utilisateur sur le ReseauRep. Vous devrez attendre 2 jours ouvrables pour vous inscrire à l’Espace affaires comme mentionné dans le courriel. 
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T16:21:33.000+0000,False,False,005OH0000097FtCYAU,2025-11-27T16:08:51.000+0000,005OH0000097FtCYAU,2025-11-27T16:23:03.000+0000,005OH0000097FtCYAU,2025-11-27T16:23:03.000+0000,(514)926-7687,,catherinebmarquis@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glEVbYAM,False,,24086419,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:22:26.000+0000,False,False,005OH00000245RQYAY,2025-11-27T16:22:26.000+0000,005OH00000245RQYAY,2025-11-27T16:22:26.000+0000,005OH00000245RQYAY,2025-11-27T16:22:26.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glEdfYAE,False,,24086144,0030A00000BVPb6QAH,0010A00000C5ZcoQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:18:22.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:18:22.000+0000,005OH000002N6huYAC,2025-11-27T16:18:22.000+0000,005OH000002N6huYAC,2025-11-27T16:18:22.000+0000,(418)623-9393X250,,jsmarmenharvey@planica.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glFD7YAM,False,,24085030,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:02:15.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T16:02:15.000+0000,005G0000002gxxjIAA,2025-11-27T16:02:16.000+0000,005G0000002gxxjIAA,2025-11-27T16:02:16.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glFedYAE,False,,24088461,003OH00000HHa0UYAT,001OH00000LKB6VYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:52:28.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:52:28.000+0000,005OH000002N6huYAC,2025-11-27T16:52:28.000+0000,005OH000002N6huYAC,2025-11-27T16:52:28.000+0000,(418)572-4026,,catherine.alain@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glFrSYAU,False,,24085181,0030A0000029imKQAQ,0010A000002w6PsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:04:29.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:04:29.000+0000,005OH000002N6huYAC,2025-11-27T16:04:29.000+0000,005OH000002N6huYAC,2025-11-27T16:04:29.000+0000,(514)353-9665,,pcloutier@gcloutier.com,(514)353-9608,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glGHSYA2,False,,24091102,003OH00000KBJ2EYAX,0015o000008CyegAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate Request,Medium,"See 24091036

Hello,
A new form response has been received requesting a list of clients that have cheque based redemptions set up. The details are as follows:

Request 1:
Advisor: Kevin Martin
Code: 19584, 39085, 35649, 35653

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to info@branstone.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EXFVbEk2jvZFs-oVbUmc7tkBbqad9PhGwdH2uUB85WHOxw?e=PSNO7h",True,2025-11-27T17:32:06.000+0000,False,False,005OH0000088z1hYAA,2025-11-27T17:32:06.000+0000,005OH0000088z1hYAA,2025-11-27T17:32:46.000+0000,005OH0000088z1hYAA,2025-11-27T17:32:46.000+0000,(204) 578-5500,,info@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glGIwYAM,False,,24091214,0030A0000029goDQAQ,0010A000002w4lyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,login error ERR-W1293,Medium,"***DDS*** 11/27/25
Name: ping chi William tang
Phone: 647-235-2381
Agent code: 33079
Reference: KB0022764

Sent email as per KB0022764 -  Email ddsleaders@canadalife.com & ddssnr@canadalife.com with the following.

Email sent to Advisor: Hello Ping Chi William, 

Thank you for contacting Workspace Support today regarding login error ERR-W1293

Unfortunately our team is still investigating the error code at the moment.

I have sent our team a followup email that a ticket was submitted on November 12 2025 and that this is urgent as you have clinets waiting.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-27T18:07:59.000+0000,False,False,005OH00000BGeeHYAT,2025-11-27T17:33:51.000+0000,005OH00000BGeeHYAT,2025-11-27T18:08:12.000+0000,005OH00000BGeeHYAT,2025-11-27T18:08:12.000+0000,(905)470-8222,(416) 917-3176,wpctang@hotmail.com,(905)427-8804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glGfWYAU,False,,24087538,003OH00000J3b6YYAR,001OH00000NLpP2YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up on - 24047611,Medium,,True,2025-11-27T16:42:37.000+0000,False,False,005OH00000BFQFGYA5,2025-11-27T16:39:04.000+0000,005OH00000BFQFGYA5,2025-11-27T16:42:37.000+0000,005OH00000BFQFGYA5,2025-11-27T16:42:37.000+0000,(866)800-7984,,stephen.bachalo1@ig.ca,(204)934-2814,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glGltYAE,False,,24085327,0030A0000029YglQAE,0010A000002vy3NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:06:51.000+0000,False,False,005OH000004pk06YAA,2025-11-27T16:06:51.000+0000,005OH000004pk06YAA,2025-11-27T16:06:52.000+0000,005OH000004pk06YAA,2025-11-27T16:06:52.000+0000,(416)245-8785,(416) 568-6273,mariannepisani@hotmail.com,(416)245-0879,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glGxEYAU,False,,24086798,003G000001IkUyMIAV,0010A000002wSBLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:27:54.000+0000,False,False,005OH00000AdAzSYAV,2025-11-27T16:27:54.000+0000,005OH00000AdAzSYAV,2025-11-27T16:27:54.000+0000,005OH00000AdAzSYAV,2025-11-27T16:27:54.000+0000,(519)273-0153,(519) 273-0153,graham@garefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glGyqYAE,False,,24089362,003OH00000T2FgbYAF,001OH00000ZLi9xYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login,Medium,"***DDS 2025-11-27***
User was having issues logging in to Workspace.
DDS guided user to select MGA for association and user was able to login.
 
================================================================================
****Email Chain**
Hello Qiaoying,

It was a pleasure speaking to you earlier regarding your Workspace account access. We’re happy we were able to assist you in logging in to your Workspace account. As a reminder, when trying to login to Workspace, make sure you are selecting Managing General Agency for the How are you associated to Canada Life option.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T17:11:47.000+0000,False,False,005OH00000AX0rVYAT,2025-11-27T17:06:06.000+0000,005OH00000AX0rVYAT,2025-11-27T17:11:47.000+0000,005OH00000AX0rVYAT,2025-11-27T17:11:47.000+0000,(519)500-6678,,graceqgao@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glH3jYAE,False,,24090795,0030A00000B4mn8QAB,0010A00000Bf4ZRQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate case 23949977/INC1867823- Incorrect individual showing attached to investments,Medium,"***DDS Nov.27/2025***
Duplicate inquiry from User. Advised that this has been escalated and our Digital Technical Lab Team is currently investigating the matter and we will reach back out as soon as we have additional information.

****Email****
Good morning Brian,

There was a ticket escalated to the Digital Lab on Nov 24, and the Owner/Annuitant information has been corrected for 310145776 in Workspace. I can confirm that Ercole Di Domenico is listed as owner and annuitant for the other two policies listed below as well (110286683, 95056943). Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Brian,

Thanks for contacting the Workspace Support team regarding the incorrect individual showing that is attached to investments.

This was escalated to our Digital Technical Lab Team on Nov.24 and we are just waiting for confirmation that this issue has been resolved. We will reach out as soon as we have that confirmation.

If you have additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: McLean, Brian <Brian.McLean@canadalife.com> 
Sent: November 25, 2025 1:08 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Sutherland, Suzanne <Suzanne.Sutherland@canadalife.com>
Subject: FW: Incorrect individual showing attached to investments - 23949977/INC1867823 - 24090795

Hello,

Can you please assist with the issue below? I have confirmed that our backend systems are correct, but it seems that Workspace is showing incorrect information. 

We will need Workspace updated to ensure Nadine Di Domenico is not showing on Ercole Di Domenico’s profile. 

Thank you,

Brian McLean 
Team Coordinator  |  Individual Wealth, Canada Operations
brian.mclean@canadalife.com  |  226-316-1414

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage

From: Maclean, Susan <Susan.MacLean@canadalife.com> 
Sent: November 24, 2025 6:16 PM
To: Sutherland, Suzanne <Suzanne.Sutherland@canadalife.com>
Cc: Maclean, Susan <Susan.MacLean@canadalife.com>
Subject: Incorrect individual showing attached to investments

Hi Suzanne,

Can you please check unitrax to confirm who is listed as the plan owner and annuitant on the below seg plans. 

Client ID- 567872239
Account #: 310145776, 110286683, 95056943.

There was a mix up with a death claim last year and Workspace is showing the deceased spouse as owner/annuitant but investment t centre and My Serv are showing the correct information so wanting to confirm that unitrax and Kiss are reflecting accurate information as the client isn't well so the advisor is ensuring everything is in order. 

Thank you for your help!
Susan
 
Susan MacLean 
Operations Experience Consultant |  Wealth Platform Team
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
Susan.MacLean@canadalife.com  |  902-402-1522
 
 

________________________________________
From: Tony Maduri <Tony@madurifinancialgroup.com>
Sent: Monday, November 24, 2025 8:47 AM
To: Zoratto, Philip <Philip.Zoratto@advicecanada.com>; Maclean, Susan <Susan.MacLean@canadalife.com>
Subject: [EXT] Re: Incorrect individual showing attached to investments
 
This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
Report Suspicious
 
Hi Susan,
Here is the info.
Client ID- 567872239
Account #: 310145776, 110286683, 95056943.

Regards,

Tony Maduri, CFP, CHS
Certified Financial Planner 
Maduri Financial Group Inc.
Office - 905-827-8066 
Cell - 905-334-3863

________________________________________
From: Zoratto, Philip <Philip.Zoratto@advicecanada.com>
Sent: Monday, November 24, 2025 8:28:29 AM
To: Maclean, Susan <Susan.MacLean@canadalife.com>; Tony Maduri <Tony@madurifinancialgroup.com>
Subject: RE: Incorrect individual showing attached to investments
 
Good Morning Susan,
 
Hope you had a nice weekend. I’ve included @Maduri, Tony on this email and he will be able to supply the additional client details. I appreciate you looking into this for us.
 
Tony, can you please respond to this email with the Client IDs on file for Ercole and Nadine Di Domenico. I wrote down all the information we spoke about and didn’t think to grab those.
 
Thank you,
 
Philip Zoratto CTT+
Business Development Consultant | GTA & Golden Horseshoe
Philip.Zoratto@advicecanada.com | 437-533-5749
 
Out of Office: December 2nd & 3rd
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
From: Maclean, Susan <Susan.MacLean@canadalife.com>
Sent: November 24, 2025 8:00 AM
To: Zoratto, Philip <Philip.Zoratto@advicecanada.com>
Subject: Re: Incorrect individual showing attached to investments
 
Hi Phil,
Thank you for reaching out on this. Can you please as the advisor to provide the client ids for the clients so I can investigate this for both of you. Having names is great but to ensure we are looking into the correct accounts client ids and/or plan numbers are needed. 
Thank you
Susan
 
 
Susan MacLean 
Operations Experience Consultant |  Wealth Platform Team
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
Susan.MacLean@canadalife.com  |  902-402-1522
 
 
 
________________________________________
From: Zoratto, Philip <Philip.Zoratto@advicecanada.com>
Sent: Friday, November 21, 2025 4:04:04 PM
To: Maclean, Susan <Susan.MacLean@canadalife.com>
Subject: Incorrect individual showing attached to investments
 
Hello Susan,
 
I am not sure if you are the right person for this, and hope that you can help get me to the right place.
 
Tony Maduri reached out to me this afternoon and we discussed an issue he is having with a client. Last year, he had an issue with the same client and I’ll outline a brief history:
 
________________________________________
About a year ago, Tony’s client Mr Ercole Di Domenico’s spouse (Nadine Di Domenico) passed away. When the death notice was sent to head office, there was a mix-up and Ercole Di Domenico was listed as being the deceased individual. This lead to his accounts being terminated and assets sold, and from what I understand from Tony, was quite the Whoopsie Daisy on CL’s part. VPs were engaged and over several weeks the problems were sorted out and everything seemed okay.
 
Ercole came in to see Tony yesterday and informed him that he is rather ill. To help with the terminal planning, Tony pulled up Ercole’s account in Workspace and discovered that the accounts (RRIF, TFSA, and Non-Reg) are showing under his name, however Nadine (his deceased spouse) shows as both the Owner and Annuitant on each account.
 
Tony was going to reach out to Workspace Support to have it updated, however this data is fed in from the CL back end and would need to be corrected at the source (which should be Quadrus).
 
Ercole is ill and will not be getting better. Tony is (understandably) concerned that if Ercole passes away without this being straightened out, it will greatly affect how the assets are handled when he passes.
________________________________________
 
To me, it sounds like we need Quadrus to review these accounts and ensure that the right individual is named as owner. As soon as that is corrected, the update will flow into Workspace. I am not sure who we should bring in to have this reviewed, but as time is of the essence, I wanted to start by getting this into the right hands as quickly as possible.
 
Please let me know your thoughts. I’m happy to have a call and discuss this as well.
 
Thank you,
 
Philip Zoratto CTT+
Business Development Consultant | GTA & Golden Horseshoe
Philip.Zoratto@advicecanada.com | 437-533-5749
 
Out of Office: December 2nd & 3rd
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 


****Email****",True,2025-11-27T18:11:53.000+0000,False,False,005OH00000BFQFBYA5,2025-11-27T17:27:34.000+0000,005OH00000BFQFBYA5,2025-11-28T15:16:45.000+0000,005OH000006wv2TYAQ,2025-11-28T15:16:45.000+0000,(905)334-3863,,tony@madurifinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glH6rYAE,False,,24085398,003G0000018f7G9IAI,0010A000002wPKwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,assistance with financial horizons,Medium,"Caller's Name: Matthew Viner (goes by Matt)
Advisor or support staff: Advisor support
Advisor Code: 	H8040
Advisor Name: Several advisors including GLEN VATERS
Phone: 
Email: matthewviner@awmi.ca		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: Financial Horizon issues. has access to workspace adsl .
MGA access is what he's looking for not sure it was setup. he's trying to link his MGA workspace to FH.

FINDINGS: 
NO MGA PROFILE SEEN IN SF has no user detail page. 
https://lifeco.lightning.force.com/lightning/r/Contact/003OH00000VfHO3YAN/view

MatthewKirkViner@clext is seen in ISAM as active. did timtam and this is 	MATTHEWKIRKVINER is correct MGA. 

RESOLUTION:
DID A LOG ME IN SESSION: he showed me what he was trying to setup. registered for MGA/setup sf auth. he signed in/signed out. then connected the FH to his MGA workspace.
he only has TPA setup for Glen Vaters in Siebel H8040 but says there are 5 other advisors. advised him to get TPA forms sent to DM.
sent follow up

--------------------------------------***DDS  11/27/2025***--------------------------
Hello Matt,

Thank you for contacting Workspace Support today regarding access to your MGA profile.

It was determined you needed to link your MGA Workspace to your Financial Horizons but hasn’t registered for MGA Workspace yet. 

During our LogMeIn session I guided you to register for MGA Workspace, you were able to register, setup Multifactor Authentication using the Salesforce Authenticator.

You were successful, I had you sign out/in again to test.

We also connected your Financial Horizons to your MGA Workspace, and you were able to access

Please now allow upto 48hrs to view your advisors book of business. As discussed, I’m only showing third party access (TPA) access is setup for Glen Vaters H8040. 

Please note your advisors will need to setup Third Party Access their book of business, the form is attached and will need to be completed by the advisors and sent to Distribution_Methodology@canadalife.com for processing.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T16:43:51.000+0000,False,False,005OH00000AUS7aYAH,2025-11-27T16:07:56.000+0000,005OH00000AUS7aYAH,2025-11-27T16:49:15.000+0000,005OH00000AUS7aYAH,2025-11-27T16:49:15.000+0000,(613)771-0115,,glenvaters@awmi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glHRuYAM,False,,24087224,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,PAC,Medium,,True,2025-11-27T16:47:29.000+0000,False,False,005OH000006uYrkYAE,2025-11-27T16:34:35.000+0000,005OH000006uYrkYAE,2025-11-27T16:47:29.000+0000,005OH000006uYrkYAE,2025-11-27T16:47:29.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glHYMYA2,False,,24087647,0031600002RdvjwAAB,0010A000002wNtUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Joseph,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
KEVZTL2EA4

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Joseph,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Joseph Francis
Code: 34639

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to joe@boldfinancialsolutions.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-11-27T16:40:55.000+0000,False,False,005OH0000071DK9YAM,2025-11-27T16:40:55.000+0000,005OH0000071DK9YAM,2025-11-27T16:40:56.000+0000,005OH0000071DK9YAM,2025-11-27T16:40:56.000+0000,(226)378-7748,(226) 378-7748,joe@boldfinancialsolutions.ca,(519)435-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glHoSYAU,False,,24087235,0030A0000029dm9QAA,0010A000002w2DpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:34:43.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:34:43.000+0000,005OH000002N6huYAC,2025-11-27T16:34:44.000+0000,005OH000002N6huYAC,2025-11-27T16:34:44.000+0000,(800)567-1070X35288,,pluralsf@pmtroy.com,(844)780-0707,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glJ75YAE,False,,24088672,003OH000005s6LmYAI,001OH000007KkigYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"*** DDS Nov 27th, 2025 ***
User wanted to access Workspace account. Reset ISAM password, finished registration steps, connected MFA but phone issue, so sent last steps by email for advisor to do and call us back if anything happens.
=============
Bonjour Jacques,

C’était un plaisir de vous parler aujourd’hui pour vous aider à créer votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à réinitialiser votre mot de passe lié à votre nom d’utilisateur. Vous avez ensuite fini la création de votre compte. Au moment de télécharger l’application Google Authenticator par contre vous avez eu un message indiquant un délai donc voici ci-dessous les étapes à suivre pour connecter le compte à Google Authenticator et réussir à vous connecter à votre nouveau compte.

Une fois l’application téléchargée, veuillez l’ouvrir.
Étape : Sur la page d’accueil, cliquez sur le « + » en bas à droite pour ajouter un compte en scannant un code QR.

 

Étape 2 : Copiez le code à 6 chiffres qui sera créé sur la page de connexion (sur l’ordinateur) en dessous du code QR

 

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-11-27T17:25:58.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-27T16:55:43.000+0000,005OH00000AbJ7aYAF,2025-11-27T17:25:58.000+0000,005OH00000AbJ7aYAF,2025-11-27T17:25:58.000+0000,(418)951-6204,,s200551@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glJTgYAM,False,,24087119,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:33:13.000+0000,False,False,0050A000000WjqvQAC,2025-11-27T16:33:13.000+0000,0050A000000WjqvQAC,2025-11-27T16:33:14.000+0000,0050A000000WjqvQAC,2025-11-27T16:33:14.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glLiOYAU,False,,24088070,0030A0000029eQXQAY,0010A000002w2nAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:47:11.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:47:11.000+0000,005OH000002N6huYAC,2025-11-27T16:47:11.000+0000,005OH000002N6huYAC,2025-11-27T16:47:11.000+0000,(450)914-0433,(514) 232-0152,anny.vaillancourt@gfdb.ca,(450)914-0448,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glM1iYAE,False,,24086633,003G0000018f6g8IAA,0010A000002wOe9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:25:20.000+0000,False,False,0050A000000WjqvQAC,2025-11-27T16:25:20.000+0000,0050A000000WjqvQAC,2025-11-27T16:25:21.000+0000,0050A000000WjqvQAC,2025-11-27T16:25:21.000+0000,(613)634-3006,,mary@tlcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glNH7YAM,False,,24086585,0035o000006UNgNAAW,0015o0000070X3OAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:24:44.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T16:24:44.000+0000,005G0000002gxxjIAA,2025-11-27T16:24:44.000+0000,005G0000002gxxjIAA,2025-11-27T16:24:44.000+0000,(514)999-9280,,emrad@alpha-strategies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glP2oYAE,False,,24086964,003OH00000OtNmAYAV,001OH00000UHArVYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account Access Issue - Resolved,Medium,"•	Reason for call - User didn't know if he had an authenticator setup. Mentioned the name of the authenticator apps, found the one he used originally and was able to access his account.
•	Troubleshooting steps completed: Mentioned app names
•	Email correspondence: n/a
•	Source of triage (e.g., “As per KBA001234”): n/a",True,2025-11-27T16:37:45.000+0000,False,False,005OH00000BFQFGYA5,2025-11-27T16:30:28.000+0000,005OH00000BFQFGYA5,2025-11-27T16:37:45.000+0000,005OH00000BFQFGYA5,2025-11-27T16:37:45.000+0000,(514)216-9781,,zacharie.poudrier@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glQTbYAM,False,,24092259,0035o000007WVFtAAO,0015o000008CzxmAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:49:04.000+0000,False,False,005OH000001cCPNYA2,2025-11-27T17:49:04.000+0000,005OH000001cCPNYA2,2025-11-27T17:49:04.000+0000,005OH000001cCPNYA2,2025-11-27T17:49:04.000+0000,(778)298-8029,(604) 306-8029,brad@ktjfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glQVCYA2,False,,24091274,003OH00000KBJ2EYAX,0015o000008CyegAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate Request,Medium,"See 24091036


Hello,
A new form response has been received requesting a list of clients that have cheque based redemptions set up. The details are as follows:

Request 1:
Advisor: Kevin Martin
Code: 19584, 35653, 39085, 35649

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to info@branstone.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EXFVbEk2jvZFs-oVbUmc7tkBbqad9PhGwdH2uUB85WHOxw?e=PSNO7h",True,2025-11-27T17:34:37.000+0000,False,False,005OH0000088z1hYAA,2025-11-27T17:34:37.000+0000,005OH0000088z1hYAA,2025-11-27T17:35:19.000+0000,005OH0000088z1hYAA,2025-11-27T17:35:19.000+0000,(204) 578-5500,,info@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glQlHYAU,False,,24089611,003G0000018f7CuIAI,0010A000002wPGrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:10:00.000+0000,False,False,0055o000002KxaMAAS,2025-11-27T17:10:00.000+0000,0055o000002KxaMAAS,2025-11-27T17:10:01.000+0000,0055o000002KxaMAAS,2025-11-27T17:10:01.000+0000,(403)521-6370,(403) 680-7300,mike@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glRW4YAM,False,,24089687,003G0000018f7CuIAI,0010A000002wPGrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:11:09.000+0000,False,False,0055o000002KxaMAAS,2025-11-27T17:11:09.000+0000,0055o000002KxaMAAS,2025-11-27T17:11:10.000+0000,0055o000002KxaMAAS,2025-11-27T17:11:10.000+0000,(403)521-6370,(403) 680-7300,mike@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glRmEYAU,False,,24092056,0030A0000029l2QQAQ,0010A000002w8FKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Training,Medium,"***DDS 2025-12-01***
User responded to postpone until New Year.

***DDS 2025-11-27***
User requested additional training on Workspace.
DDS requested for a meeting with user and asked what aspects user wanted to focus on.
 
================================================================================
****Email Chain**
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    ‌ 



Hi Justin.
Thank you for reaching out several times concerning Workspace training.
Currently, I'm swamped with work and I will not have the time to do this.
Please lets put this off for the new year.
Thank you.
Nae Narine 33726
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: December 1, 2025 12:28 PM
To: ny narine <nynarine36@gmail.com>
Subject: RE: [EXT] Additional assistance required - Case 24092056 
 
Hello Nae,
 
We hope you had a wonderful weekend. We just wanted to follow up on the previous training request. Please let us know if you still require additional training on Workspace and what specific aspects you would like for us to assist you with.
 
If so, please respond with 2-3 times with time zone, dates, and a phone number so we can schedule a call to go over these features with you.
 
Looking forward to your response.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: ny narine <nynarine36@gmail.com> 
Sent: November 28, 2025 1:13 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Additional assistance required - Case 24092056
 
I’ll have to get back to you. Thanks Nae Sent from my iPhone On Nov 28, 2025, at 12: 05 PM, CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote:  Hello Nae, We hope you are doing well. We just wanted to follow up on this request. 
I’ll have to get back to you.
Thanks 
Nae
Sent from my iPhone

On Nov 28, 2025, at 12:05 PM, CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
 
Hello Nae,
 
We hope you are doing well. We just wanted to follow up on this request. Please let us know if you still require additional training on Workspace and what specific aspects you would like for us to assist you with.
 
If so, please respond with 2-3 times with time zone, dates, and a phone number so we can schedule a call to go over these features with you.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: CL Workspace Support 
Sent: November 27, 2025 12:44 PM
To: nynarine36@gmail.com
Subject: RE: [EXT] Additional assistance required
 
Hello Nae,
 
Thank you for contacting the Workspace Support team regarding
 
It has come to our attention, through the survey you recently completed, that you requested more training on Workspace. Please let us know what aspects of Workspace you require further assistance with, and we would love to assist you accordingly.
 
Please also include 2-3 times with time zone, dates, and a phone number so we can schedule a call to go over these Workspace features.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Swoogo Alerts <noreply@swoogo.com> 
Sent: November 25, 2025 7:35 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required
 
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: nae narine Topic: Would you like additional training on Workspace/Salesforce? Yes What can we help you
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: nae narine
Topic: 
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:  Workspace",True,2025-12-01T19:57:33.000+0000,False,False,005OH00000AX0rVYAT,2025-11-27T17:45:56.000+0000,005OH00000AX0rVYAT,2025-12-01T19:57:34.000+0000,005OH00000AX0rVYAT,2025-12-01T19:57:34.000+0000,(204)990-5087,,narinefn@shaw.ca,(204)943-4091,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glS2KYAU,False,,24089489,003G0000018f7wYIAQ,0010A000002wQ2jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"advisor is unable to confirm her correct advisor code, referred to her MGA to confirm her details first.
===================
Hi Monica,

Thank you for contacting the workspace support about resetting your multi-factor authenticator app/MFA for workspace.

Our goal is to make doing business with us as easy as possible while keeping your account secure. Resetting your multi-factor authentication provides access to all your Workspace information, so we need to confirm it’s you before proceeding by going through the authentication process. Unfortunately, we unable to confirm your advisor code which is one of the important details to be confirmed from you. Please reach out to your MGA to confirm your details and don’t hesitate to call for further assistance. 

My apologies for the inconvenience and thank you for your time. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T17:20:41.000+0000,False,False,005OH00000BFPZHYA5,2025-11-27T17:08:04.000+0000,005OH00000BFPZHYA5,2025-11-27T18:13:57.000+0000,005OH00000BFPZHYA5,2025-11-27T18:13:57.000+0000,(519)966-3400,(416) 518-2828,monica_boon@sympatico.ca,(519)739-1498,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glUSMYA2,False,,24091021,003G0000018f75AIAQ,0010A000002wP8UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow-up for case #24076384,Medium,"Confirmed with Assist this morning that it IS the @clext UserID that needed to be reset like I suspected. Am now aware that ISAM can be finicky to the point where a UserID might be locked and ISAM doesn't say it's locked. That's.. fun. Salesforce still doesn't show that his account was locked or anything similar.

Reset Benny's @clext ISAM password & called him as promised. Murphy's Law strikes again, he was able to successfully log into Workspace a couple minutes before I called him. He logged out and back in while on the phone with me just to make sure it behaved, and it did! 

We're hoping/assuming that it was just possessed last night, and if it misbehaves again he'll let us know. 
I also realized as soon as I hung up that I didn't mention the survey to him.. 🤦‍♀️ I was a backup ASA for Benny years ago and he's a REALLY nice guy (just hasn't realized it's me), I'm putting the link in the email as I know he won't have an issue with it. 

Morning Benny! 

I’ve got one last recap email for you:

I confirmed this morning that it was the other UserID that needed to be reset, performed the reset so it’d be ready to go and called you only to discover that Workspace is behaving this morning! We’re both a little mystified but thrilled that it’s working, and to be on the safe side you logged out and back in while we were on the phone to make sure it kept behaving. I can see both successful logins on our end, so we’re closing the case and hoping the good luck continues. If anything else comes up, you know where to find us! 

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you! 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Crystal H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-27T17:46:32.000+0000,False,False,005OH00000BFQFFYA5,2025-11-27T17:30:50.000+0000,005OH00000BFQFFYA5,2025-11-27T17:46:32.000+0000,005OH00000BFQFFYA5,2025-11-27T17:46:32.000+0000,(604)626-3171,+1 (604) 626-3171,benny@bennyzanetti.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glUyeYAE,False,,24095580,0030A0000029iWrQAI,0010A000002w6ElQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user is the advisor support staff, advisor having trouble to gain access to his workspace account.
Authentication is needed, ask user to provide his available slots so we can schedule a time.
KB0017399

EMAIL==========
Bonjour Mohamed,

Merci d’avoir contacté le support de l’espace concernant votre soucis avec accès à l'espace d’affaire, ce fut un plaisir de parler avec vous aujourd’hui.

Pendant notre conversation téléphonique, nous faisons remarquer que le conseiller ne peut pas réinitialiser son mot de passe. Afin que nous puissions réinitialiser le mot de passe pour lui, nous aurions besoin d'authentifier le conseiller par un appel téléphonique.

Si vous pouvez me fournir 2 de vos créneaux et fuseaux horaires disponibles pour votre conseiller, nous pouvons planifier une heure pour se rencontrer ensemble.

ou il peut simplement nous appeler quand il est libre.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




EMAIL==========",True,2025-11-27T18:58:21.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-27T18:37:23.000+0000,005OH00000AZ3ZxYAL,2025-11-27T18:58:21.000+0000,005OH00000AZ3ZxYAL,2025-11-27T18:58:21.000+0000,(450)973-2424X200,,dominic.paquette@partenaire-conseils.com,(450)973-4585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glVGHYA2,False,,24088194,0030A0000029g71QAA,0010A000002w4AiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T16:48:42.000+0000,False,False,005OH000002N6huYAC,2025-11-27T16:48:42.000+0000,005OH000002N6huYAC,2025-11-27T16:48:42.000+0000,005OH000002N6huYAC,2025-11-27T16:48:42.000+0000,(819)679-1991,,benjamin@accesassurancesinc.com,(819)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glVwDYAU,False,,24088353,003G0000018f6VBIAY,0010A000002wORsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus- unable to send invite to clients,Medium,"As per SL Jason, outage should have been resolve today but no confirmation yet. advises to try to access the feature and inform us if it still does not work.
===================
Hi Grant,

Thank you for contacting the workspace support about wanting to confirm if the outage for quadrus has been resolved.

As per investigation the issue is expected to be resolved today but we do not have confirmation yet. In the meantime, we would like you to try to access the feature and have us informed as soon as possible if the issue is persisting.

My apologies for the inconvenience and thank you for understanding the situation. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards,",True,2025-11-27T17:02:27.000+0000,False,False,005OH00000BFPZHYA5,2025-11-27T16:50:52.000+0000,005OH00000BFPZHYA5,2025-11-27T17:29:47.000+0000,005OH00000BFPZHYA5,2025-11-27T17:29:47.000+0000,(613)748-3455X129,,grant@luggfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glWXNYA2,False,,24091138,0030A0000029laKQAQ,0010A000002w8jEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New business app,Medium,"New application is not showing in the dashboard, tried to manually check it and still not showing. advised advisor to restart the application as it was not save when they tried to initially process the application.
==================================================

Hi Anna,

Thank you for contacting the workspace support about your new business application that is not showing in your dashboard.

We have identified that the application was just initiated an hour and a half before you called us, and you are unable to see the details when you go back to the dashboard. We manually check into the system and are also unable to find the specific application. Unfortunately, we may need to restart the application all over as we are unable to see it even if we manually check it.

I understand this must be very frustrating on your end and I am sorry for the inconvenience. If the issue persists, please don’t hesitate to call us back to further check it. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T18:09:09.000+0000,False,False,005OH00000BFPZHYA5,2025-11-27T17:32:38.000+0000,005OH00000BFPZHYA5,2025-11-27T18:42:51.000+0000,005OH00000BFPZHYA5,2025-11-27T18:42:51.000+0000,(514)350-5070X231,514-867-8742,a.cistera@sogemec.com,(514)350-5071,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glXDHYA2,False,,24090365,0030A000002rRNRQA2,0010A000003cLxRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Hi Patrick , thank you for contacting the workspace support today.

To recap our call, you were locked out of workspace , we did troubleshoot I was able to unlock the account, and you reset your password, I had you sign out and in to ensure your new password works. If you have any issues, please let me know in your response. 



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T17:33:22.000+0000,False,False,005OH00000BFQFCYA5,2025-11-27T17:21:15.000+0000,005OH00000BFQFCYA5,2025-11-27T17:33:22.000+0000,005OH00000BFQFCYA5,2025-11-27T17:33:22.000+0000,(204)898-0790,,patrick@mcarthurfinancial.ca,(204)947-5651,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glXWbYAM,False,,24088667,003OH00000Xbis2YAB,001OH00000fpw98YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"Advisor is trying to register for their new workspace account.
*************
Hi Michelle , thank you for contacting the workspace support today.

To recap our call, you were registering for your user Id for your new workspace account, you followed the instructions from the pre-registration email, but the site says you already have one. Distribution_methodology@canadalife.com should be able to confirm with you what your user Id should be please email them for confirmation.
If you have any issues, please let me know.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T17:02:12.000+0000,False,False,005OH00000BFQFCYA5,2025-11-27T16:55:39.000+0000,005OH00000BFQFCYA5,2025-11-27T17:02:12.000+0000,005OH00000BFQFCYA5,2025-11-27T17:02:12.000+0000,(905)260-7695,,michelle.thiebaud@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glYJ0YAM,False,,24090352,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:21:05.000+0000,False,False,005OH000005URvxYAG,2025-11-27T17:21:05.000+0000,005OH000005URvxYAG,2025-11-27T17:21:06.000+0000,005OH000005URvxYAG,2025-11-27T17:21:06.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gla6KYAQ,False,,24091035,0030A0000029WrjQAE,0010A000002vwX6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Investment Centre,Medium,"User is trying to go into Investment Centre through Workspace but is being brough to the sign on page. When they put there password they get an error message ""Incorrect password or user name"".
Now the user is not able to sign into Workspace, as they are not receiving the error message from Salesforce. 
Suggest to disconnect MFA and set up it again. 
User was not able to provide an Advisor code.
Caller disconnected. 

Email: monica_boon@sympatico.ca 
Code: 37276
Code: 004620",True,2025-11-27T17:48:28.000+0000,False,False,005OH00000BG5v4YAD,2025-11-27T17:30:59.000+0000,005OH00000BG5v4YAD,2025-11-27T17:48:58.000+0000,005OH00000BG5v4YAD,2025-12-13T02:02:08.000+0000,(516)966-4400,,monica_boon@sympatico.ca,(519)739-1498,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glafpYAA,False,,24093892,0030A0000029poQQAQ,0010A000002wCAzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to register for Workspace.  Unable to verify caller,Medium,"***DDS*** 11/27/25
Name: Sophia Starkey
Phone: 902-709-4021
Agent code: 87097 (SLIFA)

The customer was trying to register for Workspace and encountered issues logging in. The agent checked the customer's account and found that the user ID was active, but the customer was still unable to log in successfully. The agent could not identify the specific issue and advised the customer to follow up with their manager to get the correct advisor code to verify their identity and reset the password.",True,2025-11-27T18:34:38.000+0000,False,False,005OH00000BGeeHYAT,2025-11-27T18:13:59.000+0000,005OH00000BGeeHYAT,2025-11-27T18:35:07.000+0000,005OH00000BGeeHYAT,2025-11-27T18:35:07.000+0000,(709)749-2498,(709) 749-2498,ken@boomer-financial.com,(709)757-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glb7HYAQ,False,,24091555,003G0000018f6WyIAI,0010A000002wOU3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Error Orchid - INC1874012,Medium,"****Samantha****Nov 27, 2025

User has confirmed that they have submitted the application After repeated tries

=================================================================

Roger Corley-Byrne (F8048)
Roger is trying to submit an application through SimpleProtect but got an error message (orchid). They closed the page and when they went back to the application, all the information they had put in was all deleted except the client's information on the first few pages. The important parts such as doctor and medical information was missing.
I have collected information below and sent it to a SL for it to be escalated. Roger mentioned that the application was urgent and I advised for user to try to submit a new application while we work on this error message due to urgency.

•	Full Name: Roger Corley-Byrne
•	User ID: 01046
•	Advisor commission code: F8084
•	Email: roger@rc-bfinancial.ca
•	Phone: 613-859-2111
•	Application number: 60922932-2
•	Screenshot :NA
•	error code/colour: Orchid 
•	Application is for: Joint term / tenure term / 2 lives

===============================================================================

****Email Chain****

Hello Roger,

Thank you for confirming that you were able to submit your client’s application. Let us know if you encounter this issue again while completing any other application in Simple Protect.

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roger Corley-Byrne <roger@rc-bfinancial.ca> 
Sent: November 27, 2025 1:02 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: **Case 24091555** - INC1874012 - Phone call Follow-Up - Simple Protect Application Error Orchid

Hi Samantha, After repeated tries, I finally got the application to submit. Each time it failed, it saved a bit mor info and finally saved all info submitted. At that point it submitted to HO and let me move to the payment screen. This really
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Samantha,
After repeated tries, I finally got the application to submit.
Each time it failed, it saved a bit mor info and finally saved all info submitted.
At that point it submitted to HO and let me move to the payment screen.

This really needs to be looked at.

Roger.

Roger Corley-Byrne. B.A.(Econ.). EPC
Financial Advisor.
Registered Deposit Broker.

Canada Life Affiliate
Suite 710
112, Kent St.,
Ottawa, ON
K1P 5P2

Tel: 613-748-3455 ext.4233
Fax: 613-748-8220
e: roger@rc-bfinancial.com

From: Roger Corley-Byrne 
Sent: November 27, 2025 1:47 PM
To: 'Workspace Support' <WorkspaceSupport@canadalife.com>
Subject: RE: **Case 24091555** - INC1874012 - Phone call Follow-Up - Simple Protect Application Error Orchid
Importance: High

Hello Samantha,
I have tried again to submit the application after exiting Workspace and re-entering all the client data.
Again, I receive the same error screen.
Attached is a screenshot of the error.

To re-emphasize, this is a replacement of insurance scenario where the existing insurance will lapse tomorrow.
This application needs to be submitted with funds applied to provide insurance under the temporary insurance provision.

I this is problem is not rectified today, then the client is left uninsured with potential liability to Canada Life.

You help in pushing this URGENT matter through is greatly appreciated.

Thanks,
Roger.


Roger Corley-Byrne. B.A.(Econ.). EPC
Financial Advisor.
Registered Deposit Broker.

Canada Life Affiliate
Suite 710
112, Kent St.,
Ottawa, ON
K1P 5P2

Tel: 613-748-3455 ext.4233
Fax: 613-748-8220
e: roger@rc-bfinancial.com

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 1:09 PM
To: Roger Corley-Byrne <roger@rc-bfinancial.ca>
Subject: **Case 24091555** - INC1874012 - Phone call Follow-Up - Simple Protect Application Error Orchid

Hello Roger,
 
Thank you for reaching out to the Workspace Support team regarding an issue you have completing your client’s application 60922932-2.
 
I have gone ahead and escalated this to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T22:50:01.000+0000,False,False,005OH00000BGf2TYAT,2025-11-27T17:38:30.000+0000,005OH00000BGf2TYAT,2025-11-27T22:50:02.000+0000,005OH000002iN7pYAE,2025-11-27T22:50:02.000+0000,(613)596-9101X393,(613) 859-2111,rcorleybyrne@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glbNMYAY,False,,24090521,0030A0000029bHHQAY,0010A000002w0HUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:23:23.000+0000,False,False,005OH000005URvxYAG,2025-11-27T17:23:23.000+0000,005OH000005URvxYAG,2025-11-27T17:23:24.000+0000,005OH000005URvxYAG,2025-11-27T17:23:24.000+0000,(780)451-3152,,sara.hempen@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glbjzYAA,False,,24093210,0030A0000029YgCQAU,0010A000002vy2tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:03:32.000+0000,False,False,005OH000005URvxYAG,2025-11-27T18:03:32.000+0000,005OH000005URvxYAG,2025-11-27T18:03:32.000+0000,005OH000005URvxYAG,2025-11-27T18:03:32.000+0000,(780)760-2168,(780) 982-1688,benny.wong2168@gmail.com,(780)760-2168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glcpgYAA,False,,24093444,0030A00000B20k2QAB,0010A00000BcI77QAF,,,,,,,012OH000000ijW5YAI,Open,,Phone,,MFA reset,Medium,"*11/27*
----------------
KB0020738
D2915
xingchi li 
unable to log into Workspace 
getting exceeded attempts 
disconnected the old app 
getting invalid code, confirmed they scan it with the app and it's generating, not with the camera 
walked through making sure the time is correct on their pc by date and time settings 

*email*
----------------

Good afternoon Xingzhi,

Thank you for contacting the Workspace Support Team with your MFA inquiry. 

You wanted to log into Workspace but kept getting invalid code, this progressed till you received the error with “ to many attempts” in it. We were able to disconnect the old authenticator app and walk you through setting up the new one. It still was having some issues recognizing the code, we were able to walk you through syncing your time on your pc, this allowed the code to be entered and you to log into Workspace. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH000008919xYAA,2025-11-27T18:07:20.000+0000,005OH000008919xYAA,2025-11-27T18:24:00.000+0000,005OH000008919xYAA,2025-11-27T18:24:00.000+0000,(604)716-6222,,zoexzli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gldCEYAY,False,,24090826,0030A0000029gOOQAY,0010A000002w4RcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:28:05.000+0000,False,False,005OH000005URvxYAG,2025-11-27T17:28:05.000+0000,005OH000005URvxYAG,2025-11-27T17:28:05.000+0000,005OH000005URvxYAG,2025-11-27T17:28:05.000+0000,(403)309-5588,(403) 318-2336,glenn@welchfinancial.ca,(866)837-4531,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gldQlYAI,False,,24092312,0035o000007WVGdAAO,0015o000008CzyYAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,QDA User ID registration,Medium,"Bonjour Remi, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Pouvez-vous nous donner vos disponibilités en après-midi, soit demain ou en début de semaine prochaine (je précise en après-midi, car je suis localisé à Vancouver et commence ma journée à 9 heures, soit midi heure du Québec).

Nous ferons votre inscription pour votre nom d’utilisateur durant l’appel.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Tuesday, November 25, 2025 11:15 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: INSCRIPTION

Hi team,

Could you please assist Remi on completing the Quadrus Direct Workspace registration process?

It appears that we had already sent out a QDA registration letter for him, but he continues having issues with registration steps.

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Remi Lafontaine <7456132@gmail.com> 
Sent: November-25-25 10:13 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: INSCRIPTION

Je vous envoie un courriel pour vous dire que le processus d'inscription ne fonctionne pas et vous m'envoyez une réponse me disant de commencer le processus. . . Ça ne fonctionne pas!!! De : Distribution Methodology <Distribution_Methodology@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Je vous envoie un courriel pour vous dire que le processus d'inscription ne fonctionne pas et vous m'envoyez une réponse me disant de commencer le processus... Ça ne fonctionne pas!!!
________________________________________
De : Distribution Methodology <Distribution_Methodology@canadalife.com>
Envoyé : 25 novembre 2025 08:50
À : Remi Lafontaine <7456132@gmail.com>
Cc : Distribution Methodology <Distribution_Methodology@canadalife.com>
Objet : RE: INSCRIPTION 
 
Bonjour Remi,
 
Merci pour votre courriel. 
 
Il semble que nous vous ayons envoyé une lettre d’inscription afin que vous puissiez accéder à votre code conseiller dans le canal Quadrus. Cependant, vous n’avez pas encore commencé le processus d’inscription.
 
Vous pouvez commencer le processus d’inscription en utilisant les instructions figurant dans la lettre d’inscription. Veuillez noter que vous devez attendre 48 heures une fois la première étape complétée – Inscrivez-vous pour obtenir un nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep).
 
Merci,
 
Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Remi Lafontaine <7456132@gmail.com> 
Sent: November-24-25 02:36 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] INSCRIPTION
 
Ça fait plusieurs semaines que j'essaie de m'inscrire comme utilisateur au réseau rep et ou à l'espace affaires sans succès , on m'a envoyé des courriels pour m'insrire, le code de conseiller que vous m'avez donné et le QDA et le code d'activation
Ça fait plusieurs semaines que j'essaie de m'inscrire comme utilisateur au réseau rep et ou à l'espace affaires sans succès , on m'a envoyé des courriels pour m'insrire,  le code de conseiller que vous m'avez donné et le QDA et le code d'activation QDA096 , mais ça ne fonctionne pas, de plus je reçois des courriels de la conformité qui me dit qu'il me manque des formations CIRO, chose que je ne peux pas accéder.
Mon numéro de conseiller et le 98320
 
Rémi Lafontaine, a.v.c
Conseiller en sécurité financière
Conseiller autonome
Représentant en épargne collective
Bur. 613 - 745 - 6132.
Cell. 613 - 266 - 5826
Partenaire de  Quadrus 
Partenaires de Groupe Financier Horizons
 
This e-mail may be privileged and/or confidential, and the sender does not waive any related rights and obligations. Any distribution, use or copying of this e-mail or the information it contains by other than an intended recipient is unauthorized. If you received this e-mail in error, please advise me (by return e-mail or otherwise) immediately.
 
Ce courrier électronique est confidentiel et protégé. L'expéditeur ne renonce pas aux droits et obligations qui s'y rapportent. Toute diffusion, utilisation ou copie de ce message ou des renseignements qu'il contient par une personne autre que le (les) destinataire(s) désigné(s) est interdite. Si vous recevez ce courrier électronique par erreur, veuillez m'en aviser immédiatement, par retour de courrier électronique ou par un autre moyen.",True,2025-12-19T21:00:14.000+0000,False,False,0055o000001zVCKAA2,2025-11-27T17:50:01.000+0000,0055o000001zVCKAA2,2025-12-19T21:00:14.000+0000,0055o000001zVCKAA2,2025-12-19T21:00:14.000+0000,(613)266-5826,,7456132@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gleEoYAI,False,,24092038,003G0000018f7J4IAI,0010A000002wPOKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:45:42.000+0000,False,False,005OH00000245RQYAY,2025-11-27T17:45:42.000+0000,005OH00000245RQYAY,2025-11-27T17:45:42.000+0000,005OH00000245RQYAY,2025-11-27T17:45:42.000+0000,(514)793-3971,(514) 793-3971,francois.larochelle@flplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glfZ6YAI,False,,24095174,003G0000018f6bEIAQ,0010A000002wOYWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations access,Medium,"*** DDS Nov 27th, 2025 ***
User could not access PI so temp password for ISAM, helped her reset the password and enter PI without issues.
===============
Good afternoon Amanda,

It was a pleasure speaking with you today and helping you access Product Illustrations. 

During our call I created a temporary password that enabled you to reset your LL73625 password to then connect to Product Illustrations. In the end you successfully went in the app.

If you have any questions, don’t hesitate to reach out and we will gladly help you.

I’m glad I was able to assist you today accessing Product Illustrations. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-27T18:46:50.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-27T18:31:35.000+0000,005OH00000AbJ7aYAF,2025-11-27T18:50:09.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:01:40.000+0000,(519)967-1288,(519) 890-8939,kevin.emery@emeryfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glg0VYAQ,False,,24094229,0030A0000029oTwQAI,0010A000002wB7qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:18:35.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T18:18:35.000+0000,005G0000002gxxjIAA,2025-11-27T18:18:36.000+0000,005G0000002gxxjIAA,2025-11-27T18:18:36.000+0000,(514)822-4270,(514) 770-1614,alexander.ramirez@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glhfiYAA,False,,24093609,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-11-27T18:26:02.000+0000,False,False,005OH000006uYrkYAE,2025-11-27T18:09:46.000+0000,005OH000006uYrkYAE,2025-11-27T18:26:15.000+0000,005OH000006uYrkYAE,2025-11-27T18:26:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gliOuYAI,False,,24093462,003G0000018f6kCIAQ,0010A000002wOlwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect Issue,Medium,"*** DDS 28NOV2025 ***
re-activated 3/4 app links in swagger, 60918945-2 is showing completed/signed by insured

----------------------------------------

Advisor or support staff: Advisor 
Advisor Code: A7469
Advisor Name: Brian Scott	
Phone: 416-848-9460
Email: brian@scottinsuranceinc.com		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: I have 2 workspace accounts: 1 for MGA and 1 for direct business.
There are 4 apps for the MGA business that are “hung up” and the clients are not receiving the email to verify the application details

FINDINGS: KB0021645. advised as per the kb.

--------------------------------------***DDS  11/28/2025***--------------------------
RESOLUTION: 
FORWARDED EMAIL AS PER KB KB0021645 TO SERVICE LEADERS INBOX
SENT FOLLOW UP TO ADVISOR LETTING THEM KNOW I'VE ESCALATED
--------------------------------------***DDS  11/28/2025***--------------------------
EMAIL TO SERVICE LEADERS INBOX
--------------------------------------***DDS  11/28/2025***--------------------------

Hello Brian,

I am reaching out from Workspace Support regarding re-sending the Simple Protect links for your client. Please see the three links below to send to your clients as well as the expected data for the client to enter that have been re-activated and are valid for 72hrs. Please let me know if you have any questions or if there is anything else I can assist with.

For application 60922246-8:
Link - https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=9076b5cf-6c53-4ff3-bbfb-22c8d59224c4
Expected data:
Name: Wedemire
Postal Code: M6K2V7
Date Of Birth: Feb 26, 1986

For application 60922233-6:
Link - https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=13fbc61d-3f44-4a5a-a87e-0daea1933209
Expected data:
Name: Zeinelabdin
Postal Code: M6K2V7
Date of Birth: July 24, 1990

For application 60918945-2:
I am seeing that the Insured has signed successfully.

For application 60918541-4:
Link - https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=9dff1766-104e-434e-8524-ed9ddd65bb1c
Expected data:
Name: Harris
Postal Code: M4J1K5
Date of Birth: March 21, 1984

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
--------------------------------------

Hello, 

Advisor Name: Brian Scott
Phone: 416-848-9460
Email: brian@scottinsuranceinc.com
brianscott@clext

Application#’s.
•	60922246-8
•	60922233-6
•	60918945-2
•	60918541-4
Issue: I have 2 workspace accounts: 1 for MGA and 1 for direct business.
There are 4 apps for the MGA business that are “hung up” and the clients are not receiving the email to verify the application details

FINDINGS: Followed KB0021645. Even though client has confirmed the correct email, the clients aren’t receiving the links.

Please provide Brian with links to send to client to sign for the above applications.

Thanks

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/28/2025***--------------------------
EMAIL SENT TO ADVISOR
--------------------------------------***DDS  11/28/2025***--------------------------
Hello Linda, thanks for the information.

Brian, I’ve escalated your request to our Level 2 team to have the links sent to you. They will reach out to you directly to provide the information, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/28/2025***--------------------------
UPDATE RECEIVED FROM LINDA LI WHO'C CC'D ON THE EMAIL.
--------------------------------------***DDS  11/28/2025***--------------------------
Hi Workspace Support,
I am sure Brian has already tried re-sending this as he’s very familiar with SimpleProtect on direct log in.  
As Brian has indicated, it his MGA login to Workspace that he seems to be having issues with.

Would you please provide Brian with link to send to client to sign for the following applications:  
If the client still is not receiving, please let us know, provide the application #’s so we can further investigate and or provide you with a link to give to your clients, thanks

•	60922246-8
•	60922233-6
•	60918945-2
•	60918541-4
Thanks!  

Linda Li
Regional Sales Manager, Insurance, Insurance Distribution – GTA
Linda.Li@canadalife.com | Mobile: (416) 788-7851




--------------------------------------***DDS  11/28/2025***--------------------------
UPDATE RECEIVED/REPLIED TO GET CONFIRMATION on what he's tried 
BEFORE ESCALATING AS PER THE 
KB0021645.
--------------------------------------***DDS  11/28/2025***--------------------------
Thanks for the update Brian.

Have you tried to initiate a re-send by opening the app from the Dashboard and edit the email address (you can enter the same email again) which will trigger a re-send. 

Please let me know, thanks

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  11/28/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  11/28/2025***--------------------------
Applications are completed in “simple protect” and clients’ emails are entered BUT the clients are not receiving anything. 

If I do the same process through workspace with my “direct” log-in credentials and not the “mga” - they receive it.

The application #’s are:
•	60922246-8
•	60922233-6
•	60918945-2
•	60918541-4


Brian


--------------------------------------***DDS  11/27/2025***--------------------------
SENT FOLLOW UP
--------------------------------------***DDS  11/27/2025***--------------------------
Hello Brian,

Thank you for contacting Workspace Support today.

Please clarify when you say the applications are hung up, provide any errors/screenshots and application #’s.

Please also validate Client email address was entered on the app is correctly. Please also ask the client to check their spam/junk folders.

If their email is not correct you can open the app from the Dashboard and edit the email address which will trigger a re-send, I would recommend doing this even if the address is correct, so it also triggers a re-send.

If the client still is not receiving, please let us know, provide the application #’s so we can further investigate and or provide you with a link to give to your clients, thanks

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  11/27/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/27/2025***--------------------------
Hi Workspace Support,
Please assist Brian with his SimpleProtect issue – is this related to his login?  No ticket has been opened.  

Brian – please provide the Policy # that are “stuck” on MGA side so Workspace can look into it.
Thanks.  

Linda Li
Regional Sales Manager, Insurance, Insurance Distribution – GTA
Linda.Li@canadalife.com | Mobile: (416) 788-7851

Leslie Monteyne, Regional Sales Representative
Leslie.Monteyne@canadalife.com | Tel: (647) 462-2724

Eddie Maiato, Regional Sales Associate
Eddie.Maiato@canadalife.com | Tel: (416) 552-3125

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning options. Ask me how Canada Life Elevate will help you win your next large case
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Brian Scott <brian@scottinsuranceinc.com> 
Sent: November 25, 2025 4:31 PM
To: Li, Linda <Linda.Li@canadalife.com>
Subject: [EXT] Simple Protect

Hi Linda, I have 2 workspace accounts: 1 for MGA and 1 for direct business. There are 4 apps for the MGA business that are “hung up” and the clients are not receiving the email to verify the application details. Can you have someone look and
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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ZjQcmQRYFpfptBannerEnd
Hi Linda, 

I have 2 workspace accounts: 1 for MGA and 1 for direct business.

There are 4 apps for the MGA business that are “hung up” and the clients are not receiving the email to verify the application details.

Can you have someone look and see if we can identify the issue?


Brian J. Scott

Scott Insurance Services Inc. 
135 Yorkville Ave. Suite 302
Toronto, ON M5R 0C7
416-848-9460",True,2025-11-28T19:56:39.000+0000,False,False,005OH000006wv2TYAQ,2025-11-27T18:07:29.000+0000,005OH00000AUS7aYAH,2025-11-28T19:56:39.000+0000,005OH000006wv2TYAQ,2025-11-28T19:56:39.000+0000,(905)718-9222,(905) 718-9222,brian@scottinsuranceinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glj39YAA,False,,24091054,0030A0000029aotQAA,0010A000002vzsjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T17:31:15.000+0000,False,False,005OH000005URvxYAG,2025-11-27T17:31:15.000+0000,005OH000005URvxYAG,2025-11-27T17:31:16.000+0000,005OH000005URvxYAG,2025-11-27T17:31:16.000+0000,(780)487-7903,,dan@dandeanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gllWSYAY,False,,24094491,0030A0000029oT5QAI,0010A000002wB6pQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy Statements,Medium,"***DDS 2025-11-27***
User wanted to find policy statements in Workspace.
DDS guided user to policy statements in client details page.
 
================================================================================
****Email Chain**
Hello Gregory,

It was a pleasure speaking to you earlier regarding statement availability in Workspace. We’re happy we were able to assist you in finding the statements in Workspace. As a reminder, please navigate to the Client Details page by searching for the client name in the global search bar in the top right of the Workspace page. From that page, there should be a statement tab.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T18:36:41.000+0000,False,False,005OH00000AX0rVYAT,2025-11-27T18:22:19.000+0000,005OH00000AX0rVYAT,2025-11-27T18:36:41.000+0000,005OH00000AX0rVYAT,2025-11-27T18:36:41.000+0000,(905)508-6628,,gregorya@bell.net,(905)780-9806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glm4EYAQ,False,,24093722,003OH00000V589ZYAR,001G000000vkdnGIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:11:27.000+0000,False,False,005OH0000030c5BYAQ,2025-11-27T18:11:27.000+0000,005OH0000030c5BYAQ,2025-11-27T18:11:28.000+0000,005OH0000030c5BYAQ,2025-11-27T18:11:28.000+0000,905-805-0817,,ben.holyday@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glpRuYAI,False,,24092841,0030A0000029glqQAA,0010A000002w4jqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-11-27***
User wanted to disconnect and reconnect Authenticator as they were no longer seeing codes in Google Authenticator.
DDS assisted in disconnecting and reconnecting authenticator after authenticating user.
 
================================================================================
****Email Chain**
Hello Jing Wen,

It was a pleasure speaking to you earlier regarding your Authenticator issues. We’re happy we were able to assist you with disconnecting and reconnecting your Google Authenticator.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T18:10:12.000+0000,False,False,005OH00000AX0rVYAT,2025-11-27T17:58:07.000+0000,005OH00000AX0rVYAT,2025-11-27T18:10:12.000+0000,005OH00000AX0rVYAT,2025-11-27T18:10:12.000+0000,(778)829-5297,7788295297,vyvy101777@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glqmOYAQ,False,,24098609,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0055o000001h4cFAAQ,2025-11-27T19:20:03.000+0000,0055o000001h4cFAAQ,2025-11-27T19:27:51.000+0000,0055o000001h4cFAAQ,2025-11-27T19:27:51.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glsCzYAI,False,,24099414,0030A0000029avFQAQ,0010A000002vzygQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor unable to sign onto workspace.
************
Hi Jacqueline , thank you for contacting the workspace support today.

To recap our call, you were unable to sign into your workspace I assisted you with doing a remote session and had you reset your login.
If you have any issues, feel free to reach out.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T19:46:05.000+0000,False,False,005OH00000BFQFCYA5,2025-11-27T19:32:21.000+0000,005OH00000BFQFCYA5,2025-11-27T19:46:06.000+0000,005OH00000BFQFCYA5,2025-11-27T19:46:06.000+0000,(778)677-4394,,jackie@buildwealthbc.ca,(250)391-8708,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glsRPYAY,False,,24094245,003G0000018f6ybIAA,0010A000002wP1FQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Needs assistance in getting the password reset link, authenticated and assisted the advisor resetting the password.
===================
Hi Arhant,

Thank you for contacting the workspace support about you being unable to access your workspace.

We have tried to make sure that you receive the reset password link, and you have successfully reset your password. We have confirmed as well that you get your access back to your workspace.

I do appreciate your patience and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-27T18:23:14.000+0000,False,False,005OH00000BFPZHYA5,2025-11-27T18:18:46.000+0000,005OH00000BFPZHYA5,2025-11-27T18:48:12.000+0000,005OH00000BFPZHYA5,2025-11-27T18:48:12.000+0000,(647)894-0865,(905) 827-7494,art.jain@vrgoalstarsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glsb5YAA,False,,24093679,0030A0000029Wu2QAE,0010A000002vwZFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,No access to workspace for advisor,Medium,"Advisor or support staff: Advisor and support staff
Advisor Code: C5447 AND HIS OWN H5703 - dual citizen
Advisor Name: DAVID BOURADA	
Phone: 	(613) 274-2662 x222
Email: vincent.singh@ipprivatewealth.com		
1. Siebel verification: verified advisors information as well as his own
2. Last Login to Workspace: n/a
Issue: needs to do an application for another advisor/no access to Workspace or their codes.

FINDINGS: HE DOES NOT HAVE HIS OWN WORKSPACE. SHOWS TEST DUMMY
no TPA seen under his profile in Siebel either. 
found singhvincent@clext in ISAM, ITS ACTIVE AND TIED TO HIS CURRENT EMAIL. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000008f0HjYAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000ONmvvYAD%26cntc%3D003OH00000ONmvvYAD%26id%3D005OH000008f0HjYAI

--------------------------------------***DDS  11/27/2025***--------------------------
RESOLUTION: did a log me in session to help trigger his memory, took him to the repnet site, he entered singhvincent@clext to reset the password
he received the password re-set email
it then prompted him to enter the security question, first job. he was able to re-set the password
guided him to now register for Workspace MGA/setup auth using Microsoft auth. signed out/in again 

ADVISED HIM TO REACH OUT TO DM to setup TPA, sent TPA form so the advisor David can complete.

--------------------------------------***DDS  11/27/2025***--------------------------
Hello Vincent, 

Thanks, you for contacting Workspace Support today with regards to having access to your advisor’s book of business to complete an application for the advisor’s client.

To access your advisor(s) Book of Business in Workspace, you will need Third Paty Access (TPA). Currently, there is no TPA available for any advisor.

 I have attached the TPA form for your convenience. Please have your aligned advisor fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com   

Once Distribution Methodology processes this form, you should be able to access your advisor(s) clients on the platform.

It was also determined on the call you have not completed your Workspace registration for your own MGA code H5703. 

During our LogMeIn session I guided you to re-set the password for your repnet user id singhvincent@clext, you were able to re-set. 

We then proceeded to register for Workspace access. I also had you setup the Microsoft Authenticator App on your phone for Multifactor Authentication.

You were successfully able to sign into Workspace, we had you sign out/in again to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T18:56:15.000+0000,False,False,005OH00000AUS7aYAH,2025-11-27T18:10:51.000+0000,005OH00000AUS7aYAH,2025-11-27T18:56:15.000+0000,005OH00000AUS7aYAH,2025-11-27T18:56:15.000+0000,(613)274-2662X312,,david.bourada@ipprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glsnyYAA,False,,24093614,003G0000018f6VeIAI,0010A000002wOSLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace - login error ERR-W1285,Medium,"MICHAEL GORDON SHEARER
F0542
KB0020563 ,KB0020858  
Advisor was getting ERR-W1285 error message. Unlocked their User ID by resetting password and They were able to login successfully.
Hello Michael,

Thank you for calling workspace support team. I am so happy to assist you with your inquiry today. 

To recap, you were getting Workspace - login error ERR-W1285. Your User Id was locked. After authentication, I provided you temporary password for User Id and you created your own password. These steps help you to login successfully to workspace. Please let me know if you have any question.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T18:29:04.000+0000,False,False,005OH00000BFiyTYAT,2025-11-27T18:09:54.000+0000,005OH00000BFiyTYAT,2025-11-27T18:29:04.000+0000,005OH00000BFiyTYAT,2025-11-27T18:29:04.000+0000,(416)557-7630,(416) 557-7630,michael.shearer@msfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gltTxYAI,False,,24096030,0030A000004wufsQAA,0010A000005iR0LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,login error ERR-W1281,Medium,"***DDS*** 11/27/25
Name: JODY CONNAGHAN
Phone: 604-260-1135
Agent code: 75482 or D1221
Reference: KB0020560

Hello Jody, 

Thank you for contacting Workspace Support today regarding MGA Registration - Login error ERR-W1281

To re-cap our call for today, 

We reset your User ID but you are still getting Login error ERR-W1281
We registered for MGA workspace.
We tried logging in, out and back in again successfully.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-27T20:25:29.000+0000,False,False,005OH00000BGeeHYAT,2025-11-27T18:44:09.000+0000,005OH00000BGeeHYAT,2025-11-27T20:25:29.000+0000,005OH00000BGeeHYAT,2025-11-27T20:25:29.000+0000,(604)345-1467,(604) 345-1467,daniel@pfsg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gltYnYAI,False,,24098314,0030A0000029WDjQAM,0010A000002vw1XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:16:05.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T19:16:05.000+0000,005G0000002gxxjIAA,2025-11-27T19:16:05.000+0000,005G0000002gxxjIAA,2025-11-27T19:16:05.000+0000,(514)796-0096,,patricia.noel@torrus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glu0FYAQ,False,,24097895,003OH00000PUwzVYAT,001OH00000V1BXuYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:09:52.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T19:09:52.000+0000,005G0000002gxxjIAA,2025-11-27T19:09:53.000+0000,005G0000002gxxjIAA,2025-11-27T19:09:53.000+0000,(514)803-3002,,bassam.choueiry@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gluJWYAY,False,,24093882,0030A0000029pj6QAA,0010A000002wC6nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:13:51.000+0000,False,False,005OH000004oiYEYAY,2025-11-27T18:13:51.000+0000,005OH000004oiYEYAY,2025-11-27T18:13:52.000+0000,005OH000004oiYEYAY,2025-11-27T18:13:52.000+0000,(519)758-8488,,joy@grandfinancial.ca,(519)758-8004,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glumdYAA,False,,24096572,003G000001NrTLPIA3,0010A000002wSZOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:51:48.000+0000,False,False,005OH00000245RQYAY,2025-11-27T18:51:48.000+0000,005OH00000245RQYAY,2025-11-27T18:51:49.000+0000,005OH00000245RQYAY,2025-11-27T18:51:49.000+0000,(514)823-4108,(450) 512-4108,sarah.thibodeau@cabinetsfst.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gluwHYAQ,False,,24095314,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up,Medium,,True,2025-11-27T18:34:15.000+0000,False,False,005OH000006uYrkYAE,2025-11-27T18:33:40.000+0000,005OH000006uYrkYAE,2025-11-27T18:34:15.000+0000,005OH000006uYrkYAE,2025-11-27T18:34:15.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000glylPYAQ,False,,24095269,003G0000018f6apIAA,0010A000002wOY7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client's date of birth not showing in Workspace. (Also not showing in CIS or Co-pilot),Medium,"***DDS Nov.27/2025***
Provided contact info ( InForceLifeClientServiceLondon@canadalife.com ) for the advisor to reach out to in order to have the DOB inputted into our systems and reflected in Workspace. Also provided MYCLAW contact number for the client to reach out to for assistance with registration. 
REF KB: KB0016002 / KB0015432  

****Email****
Hello Terry,

Thanks for contacting the Workspace Support team regarding your Client’s DOB not showing in Workspace.

Please reach out to InForceLifeClientServiceLondon@canadalife.com to have the DOB added to our systems.

I know you also mentioned Olivia registering for My Canada Life, here is the number she can reach out to if she requires any assistance in registering 1-888-222-0775. 
Please note,  Advisor’s cannot call on behalf of their client. The client must contact the number provided to request support directly regarding My Canda Life registration.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Terry Adkins <terry.adkins@adkinsfinancial.com> 
Sent: November 26, 2025 10:28 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Client's date of birth not showing - Case - 24095269

Good afternoon, I have a client who was recently added to workspace by her parent’s transferring a policy into her name. All of her info is not showing and I thing this is stopping her from being able to sign up for mycanadalife. Her name
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon,

I have a client who was recently added to workspace by her parent’s transferring a policy into her name. All of her info is not showing and I thing this is stopping her from being able to sign up for mycanadalife.  Her name is Olivia Beechey.

Thanks,


Terry Adkins, CHS. QAFP.
 

Investment Representative
Quadrus Investment Services Ltd

Office: 519-720-0936
Fax: 519-720-6904
Cell: 519-755-5778
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.",True,2025-11-27T19:06:20.000+0000,False,False,005OH00000BFQFBYA5,2025-11-27T18:32:59.000+0000,005OH00000BFQFBYA5,2025-11-27T19:06:20.000+0000,005OH00000BFQFBYA5,2025-11-27T19:06:20.000+0000,(519)720-0936,(519) 755-5778,terry.adkins@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm11dYAA,False,,24094448,0030A000007QnUCQA0,0010A000008IatqQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:21:47.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T18:21:47.000+0000,005G0000002gxxjIAA,2025-11-27T18:21:47.000+0000,005G0000002gxxjIAA,2025-11-27T18:21:47.000+0000,(514)651-1479,(514) 651-1479,karim.darwiche@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm20yYAA,False,,24099234,0030A00000B20k2QAB,0010A00000BcI77QAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Online application and product illustration inquiry:,Medium,"*****DDS**** 11/27/2025
User calling about info on illustration and application done for a client not matching, referred to their RSA. 


****Email chain*****

Hello Xingzhi,

       It was a pleasure assisting you today. 

      Your inquires regarding the online application and product illustration not having the backdate option on one of them, would have to referred to your RSA serena.jiao@canadalife.com. With the premium being higher than higher, that would be handled by client services, and they can be reached at 1-888-252-1847. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T19:29:40.000+0000,False,False,005OH00000BFQFHYA5,2025-11-27T19:29:40.000+0000,005OH00000BFQFHYA5,2025-11-27T19:34:48.000+0000,005OH00000BFQFHYA5,2025-11-27T19:34:48.000+0000,(604)716-6222,,zoexzli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm2AdYAI,False,,24094768,003OH00000YIE2YYAX,001OH00000hEaBIYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to pass authentication needed assistance with the workspace registration.
*********
Hi Bailey , thank you for contacting the workspace support today.

To recap our call, you needed some assistance with the workspace registration due to an error, however I was unable to fully authenticate you.
Once you confirm the correct details, I should be able to assist you more. If you would like to reconnect just let me know in your response and we can set up a call.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

***DDSS 11/27/2025******
Hi Bailey, thank you for your response.

 For security reasons, we’re only able to assist with workspace registration when we can verify your identity using the phone number we have on file. Since you're providing a different number, we’ll need to call you back at the number listed in our system. 
If that number is outdated or you'd prefer to use your mobile number going forward, you'll need to contact MGA or update your number through Apexa to update your contact information. Once that’s updated, feel free to reach out again and we’ll be happy to help. We’re sorry, but we’re unable to provide further support currently. Thank you for understanding.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T18:37:45.000+0000,False,False,005OH00000BFQFCYA5,2025-11-27T18:25:58.000+0000,005OH00000BFQFCYA5,2025-11-27T22:17:54.000+0000,005OH00000BFQFCYA5,2025-11-27T22:17:54.000+0000,(250)762-3329,,bailey.friesen@ig.ca,(250)868-9332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm2YqYAI,False,,24096584,003OH00000Y4t7OYAR,001OH00000glkYrYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Activation Code and MGA Workspace Registration,Medium,"***DDS 2025-11-27***
User requested activation code for Workspace registration.
DDS referred user to Distribution Methodology for activation code.
 
================================================================================
****Email Chain**
Hello Loria,

Thank you for contacting the Workspace Support team regarding your Workspace registration. We’ve included Distribution Methodology on this email chain as they are the team that provides the activation code and registration information for new Workspace accounts.

@Distribution Methodology Could you please provide Yi Yan with their registration letter and activation code for advisor code H9542?

@Loria Yan Once you have received your registration information from Distribution Methodology, feel free to reply to this email or give us a call at 1-800-475-7001 and we would love to assist you with registration.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Loria Yan <loriayan@crius.ca> 
Sent: November 26, 2025 10:37 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] New agent apply a Workspace code

Dear Support Team, My name is Yi Yan,I'm a new agent with Crius Financial Services Corp. My Canada Life contract application has been approved. my advisor/distribution code is H9542 , and the MGA code is SCRIU.   For Investment and wealth
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Dear Support Team,

My name is Yi Yan,I'm a new agent with Crius Financial Services Corp.

My Canada Life contract application has been approved. my advisor/distribution code is H9542
, and the MGA code is SCRIU.
 
For Investment and wealth business, please use the Fundserv codes below:
•	Dealer code: 3583
•	Rep code: 2646
 
But , I didn't receive a Workspace code from Canada Life. Please sent it to me.Thank you!

Regards

Loria Yan
Sales Representative

Crius Financial Services(Ontario) Corporation
100-175 Commerce Valley Drive West 
Markham, ON L3T 7P6
Fax: 905-597-3966
Cell:647-889-9218
E-mail: loriayan@crius.ca
___________________________

CONFIDENTIALITY NOTICE The information in this transmission may contain privileged and confidential information and is intended only for the use of the person or corporate entity to which it is addressed. The confidential nature of this communication remains regardless of whether or not you are an intended recipient. If you are not an intended recipient, please notify the sender immediately and destroy this message and all attachments, without making a copy. Any distribution or reproduction of this message is prohibited. We assume no liability for the interception of any Internet communication or the transmission of computer viruses.",True,2025-11-27T18:51:59.000+0000,False,False,005OH00000AX0rVYAT,2025-11-27T18:51:59.000+0000,005OH00000AX0rVYAT,2025-11-27T18:52:20.000+0000,005OH00000AX0rVYAT,2025-11-27T18:52:20.000+0000,(647)889-9218,,loriayan@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm2aRYAQ,False,,24095484,0030A0000029iBDQAY,0010A000002w5wQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Jason,

As mentioned in my previous email, please see below for your password-protected Excel file:
Q85FRGVP6T

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Jason,

Please find the attached file of the requested Wealth and Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Jason Pugliese <j.pugliese@fundecofinancial.ca> 
Sent: November 26, 2025 4:15 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Mirana Beatty <mb@fundecofinancial.ca>
Subject: [EXT] B7030 and 667269 Jason Pugliese Fundeco Financial

Please forward active client list for all policies under Canada Life B7030 and GWL 667269 . Thx J Jason Pugliese CFP, CIM, EPC http: //www. fundecofinancial. ca/ Telephone: (905) 729-0598 Fax: (905) 729-0605 Email: j. pugliese@ fundecofinancial. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Please forward active client list for all policies under Canada Life B7030 and GWL 667269 .
Thx
J
 
 
 
Jason Pugliese CFP, CIM, EPC
 
http://www.fundecofinancial.ca/
Telephone: (905) 729-0598
Fax: (905) 729-0605
Email: j.pugliese@fundecofinancial.ca
 
This electronic mail, including any attachments, is confidential and is for the sole use of the intended recipient and may be privileged. Any unauthorized distribution, copying, disclosure or review is prohibited.  Neither communication over the Internet nor disclosure to anyone other than the intended recipient constitutes waiver of privilege. If you are not the intended recipient, please immediately notify the sender and then delete this communication and any attachments from your computer system and records without saving or forwarding. Thank you To unsubscribe from receiving commercial electronic messages from Fundeco Financial Inc, please reply to this email with unsubscribe in message.
 
Le présent message électronique est confidentiel et peut être couvert par le secret professionnel. Il est à l’usage exclusif du destinataire. Si vous recevez ce message par erreur ou si vous n’en êtes pas le destinataire prévu, vous devez détruire le message et toute pièce jointe ou copie et vous êtes tenu de ne pas conserver, distribuer, divulguer ni utiliser tout renseignement qu’il contient. Veuillez nous informer de toute erreur d’envoi en répondant à ce message.",True,2025-11-27T18:36:06.000+0000,False,False,005OH0000071DK9YAM,2025-11-27T18:36:06.000+0000,005OH0000071DK9YAM,2025-11-27T18:36:07.000+0000,005OH0000071DK9YAM,2025-11-27T18:36:07.000+0000,(905)729-0598,,j.pugliese@fundecofinancial.ca,(905)729-0605,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm3EoYAI,False,,24098334,003OH00000YLmEJYA1,001OH00000hLMGOYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:16:23.000+0000,False,False,005OH00000865wTYAQ,2025-11-27T19:16:23.000+0000,005OH00000865wTYAQ,2025-11-27T19:16:24.000+0000,005OH00000865wTYAQ,2025-11-27T19:16:24.000+0000,(639)994-3385,,ian.rana@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm3I2YAI,False,,24098979,003G0000018f7gAIAQ,0010A000002wPmjQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:25:31.000+0000,False,False,005OH000002N6huYAC,2025-11-27T19:25:31.000+0000,005OH000002N6huYAC,2025-11-27T19:25:32.000+0000,005OH000002N6huYAC,2025-11-27T19:25:32.000+0000,(450) 743-3357,(450) 561-5463,info@jfgagne.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm4NnYAI,False,,24096735,0030A0000029mmYQAQ,0010A000002w9kHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:53:45.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T18:53:45.000+0000,005G0000002gxxjIAA,2025-11-27T18:53:46.000+0000,005G0000002gxxjIAA,2025-11-27T18:53:46.000+0000,(819)566-0666,,mathieu.pomerleau@ig.ca,(819)822-0704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm6PZYAY,False,,24096380,0030A0000029hy0QAA,0010A000002w5kjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:49:19.000+0000,False,False,005OH000003ds0PYAQ,2025-11-27T18:49:19.000+0000,005OH000003ds0PYAQ,2025-11-27T18:49:19.000+0000,005OH000003ds0PYAQ,2025-11-27T18:49:19.000+0000,(705)566-9123,,marc.lelievre@edwardjones.com,(877)335-9164,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm6URYAY,False,,24096165,0030A0000029lHIQAY,0010A000002w8SVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"*11/27*
----------------
B6420
Hayley Rubinoff

i have an issue with workspace, i dont have acces, i need help registering  
not registered for Repnet or WOrkspace - cannot locate registration letter
Distribution_Methodology@canadalife.com
advised to request repnet registration information from DM
*email*
----------------

Good afternoon Hayley, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to log into Workspace but were unable to do it with your older Repnet credentials. We were able to confirm that the advisor code provided did not have a Repnet ID associated with it and since you were unable to locate the original registration email, please reach out to Distribution_Methodology@canadalife.com and request them to provide Repnet and Workspace registration instructions. Please action Repnet registration instructions immediately then you will need to wait 2 days before you can register for Workspace. If there are questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T19:12:30.000+0000,False,False,005OH000008919xYAA,2025-11-27T18:46:10.000+0000,005OH000008919xYAA,2025-11-27T19:12:30.000+0000,005OH000008919xYAA,2025-11-27T19:12:30.000+0000,(416)454-5142,4164519914,hayley@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm6itYAA,False,,24096573,0030A0000029mmYQAQ,0010A000002w9kHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:51:49.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T18:51:49.000+0000,005G0000002gxxjIAA,2025-11-27T18:51:49.000+0000,005G0000002gxxjIAA,2025-11-27T18:51:49.000+0000,(819)566-0666,,mathieu.pomerleau@ig.ca,(819)822-0704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm7S4YAI,False,,24098282,003OH000003So53YAC,001OH000004Mm6xYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy missing requirements,Medium,"*11/27*
----------------
e7921
Nathanial cornett-ching
69085439p

looking to speak to someone about a missing requirement for a policy, I have submitted an outstanding requirement 3 times but keep getting an email saying im missng assigned illustration, 

while looking up what to do the advisor disconnected with me 
did not confirm call back number 

*email*
----------------

Good afternoon Nathaniel, 

Thank you for contacting the Workspace Support Team with your missing requirements inquiry. 

You keep receiving an email stating your policy is missing assigned or aligned illustration. You tried to fix this yourself in October with chat relay but the solution they provided did not Work and resulted in the same behaviour as already stated. We unfortunately were disconnected with you and could not call back, please reach out to your RSA who would be found at this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf, the column with your RSA is labeled Regional Sales Associate and located on the far right of the pdf document. You just need to email the person who is closest to your geographically on that document and they will be able to provide you with the steps to resolve this. If this is not the case or you had other questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T19:52:48.000+0000,False,False,005OH000008919xYAA,2025-11-27T19:15:36.000+0000,005OH000008919xYAA,2025-11-27T19:52:48.000+0000,005OH000008919xYAA,2025-11-27T19:52:48.000+0000,(403)306-0515,,nathaniel.cornett-ching@edwardjones.com,(888)501-2086,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm7f0YAA,False,,24098537,0030A0000029bxSQAQ,0010A000002w0n1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:19:05.000+0000,False,False,0055o000002DK5fAAG,2025-11-27T19:19:05.000+0000,0055o000002DK5fAAG,2025-11-27T19:19:06.000+0000,0055o000002DK5fAAG,2025-11-27T19:19:06.000+0000,(905)628-0030,,david.c.bradley@edwardjones.com,(866)634-1334,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm7qFYAQ,False,,24097119,003OH00000QGZ2yYAH,001OH00000VxLqEYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration-,Medium,"****DDS*****11/26/2025
User needed help with workspace registration, but had not received registration letter. Referred to DM


******EMAIL CHAIN*****

Hello Shuming,

         Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to @Distribution Methodology to get your registration letter. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T18:59:11.000+0000,False,False,005OH00000BFQFHYA5,2025-11-27T18:59:11.000+0000,005OH00000BFQFHYA5,2025-11-27T19:02:12.000+0000,005OH00000BFQFHYA5,2025-11-27T19:02:12.000+0000,(647)807-8706,,shumingluo@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm7yMYAQ,False,,24100035,0030A0000029XjvQAE,0010A000002vxGWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:41:37.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T19:41:37.000+0000,005OH00000BfonJYAR,2025-11-27T19:41:38.000+0000,005OH00000BfonJYAR,2025-11-27T19:41:38.000+0000,(250)405-2958,,marc.dumais@ventumfinancial.com,(250)405-2911,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm887YAA,False,,24103971,0035o000005vQJJAA2,0015o000006TKjTAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:42:58.000+0000,False,False,005OH000005URvxYAG,2025-11-27T20:42:58.000+0000,005OH000005URvxYAG,2025-11-27T20:42:58.000+0000,005OH000005URvxYAG,2025-11-27T20:42:58.000+0000,(780)901-9663,,nikhil.satyamfinancials@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm8WBYAY,False,,24097253,0030A000002wORgQAM,0010A000003hrqZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect signature device change,Medium,"*** DDS Nov 27th, 2025 ***
User has Simple Protect application for which he wants to change the signature device for but I told him he would need to start new app as per KB0021654
===========
Good afternoon Adnan,

It was a pleasure speaking with you today about Simple Protect application change.

Unfortunately it’s not possible to change the signature device for the application, you would need to start a new application for that.

If you have any questions, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today with this Simple Protect application change. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T19:11:44.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-27T19:00:51.000+0000,005OH00000AbJ7aYAF,2025-11-27T19:20:58.000+0000,005OH00000AbJ7aYAF,2025-11-27T19:20:58.000+0000,(905)864-6959,905-864-9912,adnan.ganiwalla@edwardjones.com,(877)335-0749,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm9K9YAI,False,,24095908,003OH00000Deb32YAB,001OH00000HHj74YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:42:24.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T18:42:24.000+0000,005OH000007fgYjYAI,2025-11-27T18:42:24.000+0000,005OH000007fgYjYAI,2025-11-27T18:42:24.000+0000,(450)462-2812,,mcsimoneau@sfcap.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm9gjYAA,False,,24096017,0030A0000029aVQQAY,0010A000002vzdIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:43:57.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T18:43:57.000+0000,005G0000002gxxjIAA,2025-11-27T18:43:58.000+0000,005G0000002gxxjIAA,2025-11-27T18:43:58.000+0000,(514)345-8880X206,,nmissakian@twmg.net,(514)345-1806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gm9iUYAQ,False,,24100380,003OH00000V589ZYAR,001G000000vkdnGIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:46:44.000+0000,False,False,005OH0000030c5BYAQ,2025-11-27T19:46:44.000+0000,005OH0000030c5BYAQ,2025-11-27T19:46:45.000+0000,005OH0000030c5BYAQ,2025-11-27T19:46:45.000+0000,905-805-0817,,ben.holyday@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmAg4YAE,False,,24097385,003OH00000TowZjYAJ,001OH00000aL1eFYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect - Find submitted application,Medium,"•	Reason for call: Located documents sent back by New Business Coordinator in Simple Protect
•	Troubleshooting steps completed: Logmein session and guided her to docs
•	Email correspondence: Below
•	Source of triage (e.g., “As per KBA001234”): Logmein session
========================
Bonjour Lydia, 

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à localiser les documents dont vous aviez besoin via Simple Protect.

Votre avis compte. Faites-nous part de ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T19:17:18.000+0000,False,False,005OH00000BFQFGYA5,2025-11-27T19:02:41.000+0000,005OH00000BFQFGYA5,2025-11-27T19:20:52.000+0000,005OH00000BFQFGYA5,2025-11-27T19:20:52.000+0000,(418)622-2288,,lcoulombe@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmAhdYAE,False,,24096184,0030A0000029d7AQAQ,0010A000002w1gyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:46:30.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T18:46:30.000+0000,005G0000002gxxjIAA,2025-11-27T18:46:31.000+0000,005G0000002gxxjIAA,2025-11-27T18:46:31.000+0000,(514)880-7767,,janania@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmBFbYAM,False,,24100161,0030A0000029ekUQAQ,0010A000002w30pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:43:41.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T19:43:41.000+0000,005OH000004Ir1xYAC,2025-11-27T19:43:41.000+0000,005OH000004Ir1xYAC,2025-11-27T19:43:41.000+0000,(403)835-7283,,ben@doylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmBvWYAU,False,,24098548,0030A0000029jkpQAA,0010A000002w7DCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:19:13.000+0000,False,False,0050A000000XQhmQAG,2025-11-27T19:19:13.000+0000,0050A000000XQhmQAG,2025-11-27T19:19:14.000+0000,0050A000000XQhmQAG,2025-11-27T19:19:14.000+0000,(709)689-2755,,jim@gfin.ca,(888)841-5018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmC1tYAE,False,,24096383,0030A0000029XEmQAM,0010A000002vwrfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:49:20.000+0000,False,False,005OH000005URvxYAG,2025-11-27T18:49:20.000+0000,005OH000005URvxYAG,2025-11-27T18:49:20.000+0000,005OH000005URvxYAG,2025-11-27T18:49:20.000+0000,(647)293-1765,7802711765,krmittal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmCDCYA2,False,,24096977,003OH00000XTR0JYAX,001OH00000feEjFYAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,New Business Web App - unable to select their advisor code when submitting an application - WSL,Medium,"New Business Web App - unable to select their advisor code when submitting an application

Provided steps to readd advisor code to Add to summary in NBN as per KB0023236 but user is still getting the same error message

SF ID: 005OH00000BmJqWYAV
Username: THOMAS GAUTHIER
Comp code: H8369

Hi @Workspace Service Leaders,

The user below is getting (translation from French) the error “The advisor must be linked to Canada Life. Enter a valid Canada Life advisor code or select “Unknown” from the Advisor drop-down list” when trying to finish an application in new business web app. 

Provided steps to readd advisor code to Add to summary in NBN as per KB0023236 but user is still getting the same error message.

Thank you 😊



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Gauthier, Thomas <Thomas.Gauthier@ig.ca> 
Sent: Sunday, November 30, 2025 4:58 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: Problème code de conseiller - C24096977

Bonjour, J'ai suivi vos directives du courriel précédent mais le message d'erreur revient encore. Je vous ai fourni en pièce-jointe le message d'erreur. Aussi, j'ai deux polices à soumettre pour des clients. Merci et bonne journée Thomas Gauthier
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour, 

J'ai suivi vos directives du courriel précédent mais le message d'erreur revient encore. Je vous ai fourni en pièce-jointe le message d'erreur. Aussi, j'ai deux polices à soumettre pour des clients. 

Merci et bonne journée 

Thomas Gauthier


Bonjour Thomas, 

Veuillez communiquer avec votre contact d’affaires nouvelles et il ou elle pourra vous aider a changer le code de rémunération : 

-	RequeteAN.Equipe9@canadavie.com
-	Soledad Thales: 1-833-893-5018


Bonne journée!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Gauthier, Thomas <Thomas.Gauthier@ig.ca> 
Sent: Monday, December 1, 2025 9:04 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] FW: [EXT] RE: Problème code de conseiller - C24096977

Bonjour, Merci pour le retour, le problème est régler j'ai réussi à envoyer les polices. Par contre, la première a été compléter avec conseiller inconnu et nous devons rattacher a mon code de conseiller. Bonne journée De : CL Workspace Support
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 

Merci pour le retour, le problème est régler j'ai réussi à envoyer les polices. Par contre, la première a été compléter avec conseiller inconnu et nous devons rattacher a mon code de conseiller. 

Bonne journée 




Hi @Workspace Service Leaders,

The user below is getting (translation from French) the error “The advisor must be linked to Canada Life. Enter a valid Canada Life advisor code or select “Unknown” from the Advisor drop-down list” when trying to finish an application in new business web app. 

Provided steps to readd advisor code to Add to summary in NBN as per KB0023236 but user is still getting the same error message.

Thank you 😊



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.





Bonjour Thomas, 

Merci d’avoir tenter de régler le problème avec les étapes ici bas. 

Nous avons assigné votre incident à notre 2e niveau de support. 

Ils recommuniqueront avec vous lorsqu’une mise à jour sera disponible. 

Bonne journée! 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Bonjour Thomas, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Le message que vous avez reçu indique que votre code de conseiller Canada Vie n’est pas reconnu. Pour corriger ce problème, veuillez suivre les étapes ci-dessous :
1.	Accédez à la page Affaires nouvelles et sélectionnez Préférences.

2.	Dans l’onglet Paramètres du conseiller, assurez-vous que vos renseignements sont à jour : 

o	Entrez votre ou vos codes de conseiller Canada Vie dans la section Renseignements sur le conseiller.
o	Ne saisissez pas de tirets, lettres ou espaces.

3.	Vérifiez le tableau Sommaire au bas de la page : 

o	Confirmez que le nom de la compagnie et le nom du conseiller apparaissent correctement.
o	Si des champs sont vides, cliquez sur Modifier, complétez les informations et sélectionnez Ajouter au sommaire.

4.	Cliquez sur Enregistrer pour sauvegarder vos préférences.
5.	Retournez à votre application et essayez de la soumettre à nouveau.

Ces étapes permettent de rattacher votre profil à Canada Vie et d’éviter le message d’erreur.

Si le problème persiste après ces vérifications, veuillez nous renvoyer un courriel. 

Merci de m’avoir permis de vous aider aujourd’hui! Si vous pouviez cliquer sur ce lien pour nous faire part de vos commentaires sur mon service, cela serait vraiment apprécié. N’hésitez pas à inclure toute suggestion pour notre plateforme Espace Affaires : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  


From: IG Insurance Services Inc <IGInsurance@ig.ca> 
Sent: Tuesday, November 25, 2025 12:43 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Dandeneau, Celine <Celine.Dandeneau@ig.ca>; Gauthier, Thomas <Thomas.Gauthier@ig.ca>
Subject: FW: Problème code de conseiller 

Hello Team, Advisor, Thomas Gauthier is having technical difficulties when submitting application. Can you please investigate and assist. Should you have any questions, please contact Gauthier, Thomas Thomas. Gauthier@ ig. ca directly **********
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Team,

Advisor, Thomas Gauthier is having technical difficulties when submitting application. Can you please investigate and assist. 

Should you have any questions, please contact Gauthier, Thomas Thomas.Gauthier@ig.ca directly 
**********
Conseiller, Thomas Gauthier rencontre des difficultés techniques lors de la soumission de sa candidature. Pouvez-vous s’il vous plaît enquêter et aider.

Si vous avez des questions, veuillez communiquer directement avec Thomas Thomas.Gauthier@ig.ca

Thomas Gaurither – IG# 35249
Mon code de conseiller est : H8369 
Mon nom d'utilisateur est : thomgaut

Thank you,   

IG Insurance Services Inc. (RR)
IG Wealth Management 
12th Floor, 447 Portage Ave, Winnipeg, MB R3B 3H5
IGInsurance@ig.ca 
 
 
This communication is intended for the recipient to which it is addressed, and may contain confidential, personal, and or privileged information.  If you are not the intended recipient of this communication, do not copy, distribute, or take action relying on it.  Any communication received in error must be deleted and destroyed.


From: Dandeneau, Celine <Celine.Dandeneau@ig.ca> 
Sent: November 25, 2025 1:57 PM
To: Insurance Administration <SHINSAD@ig.ca>
Cc: Gauthier, Thomas <Thomas.Gauthier@ig.ca>
Subject: TR: Problème code de conseiller 

Hello,

Could you please support Thomas with this issue for Canada Life ?

Thank you!

 
 
Céline Dandeneau
Directrice, Exploitation des bureaux régionaux
Manager, Region Office Operations
Bureaux de Terrebonne-Lachenaie et de la Mauricie
 
Ligne directe : 450 654-1889
 
De : Gauthier, Thomas <Thomas.Gauthier@ig.ca> 
Envoyé : 21 novembre 2025 13:40
À : Distribution_Methodology@canadalife.com
Cc : Dandeneau, Celine <Celine.Dandeneau@ig.ca>
Objet : Problème code de conseiller 

Bonjour, 

Je suis nouvellement conseiller rattacher avec vous et lorsque j'ai voulu faire ma première demande de police pour un client, j'ai eu un message d'erreur pour mon code de conseiller. J'ai mis le message d'erreur en pièce-jointe. 

Mon code de conseiller est : H8369 
Mon nom d'utilisateur est : thomgaut

merci et bonne journée

Thomas Gauthier
Représentant en épargne collective 
 
Pour prendre un rendez-vous : 
https://outlook.office.com/book/IGgestiondepatrimoine1520046@igmfinancial.net/?ismsaljsauthenabled
 
 Valeurs Mobilières Groupe Investors
215-4450 Boul. des Forges, Trois-Rivières, G8Y 1W5
Cellulaire : 514-638-6453
Courriel : Thomas.Gauthier@ig.ca",True,2025-11-27T18:57:01.000+0000,False,False,0055o000001zVCKAA2,2025-11-27T18:57:01.000+0000,0055o000001zVCKAA2,2025-12-03T18:15:56.000+0000,0055o000001zVCKAA2,2025-12-03T18:15:56.000+0000,(819)378-2371,,thomas.gauthier@ig.ca,(819)378-3630,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmCYAYA2,False,,24096528,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T18:51:17.000+0000,False,False,005OH000005URvxYAG,2025-11-27T18:51:17.000+0000,005OH000005URvxYAG,2025-11-27T18:51:17.000+0000,005OH000005URvxYAG,2025-11-27T18:51:17.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmCYGYA2,False,,24100485,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,,True,2025-11-27T19:53:47.000+0000,False,False,005OH000006uYrkYAE,2025-11-27T19:48:20.000+0000,005OH000006uYrkYAE,2025-11-27T19:53:48.000+0000,005OH000006uYrkYAE,2025-11-27T19:53:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmDSjYAM,False,,24103667,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,red VM,Medium,,True,2025-11-27T20:49:27.000+0000,False,False,005OH000006uYrkYAE,2025-11-27T20:38:19.000+0000,005OH000006uYrkYAE,2025-11-27T20:49:27.000+0000,005OH000006uYrkYAE,2025-11-27T20:49:27.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmDqpYAE,False,,24100259,003G000001oonSiIAI,001G000000xOyDUIA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:45:02.000+0000,False,False,005G0000002gyDJIAY,2025-11-27T19:45:02.000+0000,005G0000002gyDJIAY,2025-11-27T19:45:02.000+0000,005G0000002gyDJIAY,2025-11-27T19:45:02.000+0000,(306) 463-0202,,emily.meyer@synergycu.ca,(306) 463-6426,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmEBsYAM,False,,24101070,0030A0000029aOHQAY,0010A000002vzY5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:57:16.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T19:57:16.000+0000,005OH00000BfonJYAR,2025-11-27T19:57:16.000+0000,005OH00000BfonJYAR,2025-11-27T19:57:16.000+0000,(604)715-5516,(604) 715-5516,angelafok@elitewmg.com,(800)935-4832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmEF1YAM,False,,24097690,0030A000005zJDHQA2,0010A000006jrx7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1285,Medium,"KB0020563 - ISAM unlock KB0020858 (DOB/Code/Phone number/Last sign in) 
Unlock ISAM and provided user with the temporary password, helped user reset User ID and change temporary password. 
User self guided to reset Workspace account, and was able to sign into direct account. 
User then registered for his MGA Workspace account. 

Code: F5446
Email: zach@intagenwealth.com 

*********************************************************
Good afternoon, Zachary

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully sign into your direct Workspace account.  
 I am glad you were also able to register for your MGA Workspace account and sign into Workspace.  

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T19:40:29.000+0000,False,False,005OH00000BG5v4YAD,2025-11-27T19:06:57.000+0000,005OH00000BG5v4YAD,2025-11-27T19:41:04.000+0000,005OH00000BG5v4YAD,2025-11-27T19:41:04.000+0000,(604)685-6521,(778) 988-9199,zach@intagenwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmEbfYAE,False,,24102670,0030A00000BouZLQAZ,0010A00000CPSX6QAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect,Medium,"*** DDS 01DEC2025 ***
user is escalating requesting a manager stating that their client signed already, feedback form submitted, forwarded to escalations inbox

**** DDS 01DEC2025 ***
re-activated expired link, issue likely with apostrophe in last name, emailed user link and expected data

Advisor unable to complete application due to pending signature KB0023158.
*************
Hi Gavin   , thank you for contacting the workspace support today.

To recap our call, you were concerned that the application you are working on is still pending a signature from your client. To ensure you receive an email advise the client after consent to review the summary and scroll to the bottom of the page and enter their e-signature. You then should receive confirmation, and the application should be available to you.


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

-------------------------------
Good morning Gavin,

Thank you for your email. The signature link for application 60922466-5 had expired and I have re-activated the link to send to the client as well as the expected date below. I would recommend getting your client to sign on a computer vs a mobile device and please have them copy the name EXACTLY as it appears below. Please note that the link will be active for 72hrs.

Link: https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=1501c422-9a59-4763-af5d-8471cef69c45
Expected Data:
Name: D'Souza
Postal Code: L5N7E4
Date of Birth : April 16, 1966

Please let me know if you run into any further issues with the application or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T14:38:59.000+0000,False,False,005OH000006wv2TYAQ,2025-11-27T20:22:14.000+0000,005OH00000BFQFCYA5,2025-12-08T14:39:00.000+0000,005OH00000BFPZHYA5,2025-12-08T14:39:00.000+0000,(905)276-1177X252,(905) 609-4455,gavinandrhonda@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmF4gYAE,False,,24100126,0030A0000029fAzQAI,0010A000002w3OpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:43:06.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T19:43:06.000+0000,005OH00000BfonJYAR,2025-11-27T19:43:07.000+0000,005OH00000BfonJYAR,2025-11-27T19:43:07.000+0000,(604)789-0181,,bruce@bezemercampbell.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmFz4YAE,False,,24098108,0030A000009MGkhQAG,0010A00000AOMRUQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Redemption issue,Medium,"Caller Name: MATTHEW ALLAN WEBER SCHIECK
Advisor or support staff: Advisor 
Advisor Code: LL39096/F4850
Advisor Name: MATTHEW ALLAN WEBER SCHIECK	
Phone: (519) 669-9996. 
Email: matt.schieck@pixelfinancial.ca		
1. Siebel verification: completed 
2. Last Login to Workspace: 
Issue: Trying to make a redemption on Investment Centre, was passed to us.
No banking info is showing up

FINDINGS: took screenshot of the page/added to this ticket. need to investigate further
went through the Investment centre kbs and not seeing any relatable. Checked the triage kb KB0023324 kind of indicates to escalate if it can't be resolved first contact.
--------------------------------------***DDS  11/28/2025***--------------------------
RESOLUTION: Checked with question corner, jennifer noted: This looks like a process question vs a technical issue where we would refer to ASR.
sent update
--------------------------------------***DDS  11/28/2025***--------------------------
Hello Matthew,

Thanks for your patience while we investigated this issue for you.

After investigation it was determined this is not a technical issue. 

You will need to reach out to Quadrus Support (1-888-532-3322) or your Advisor Services Representative (ASR) to further inquire, thanks.  

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  11/27/2025***--------------------------
Hello Matthew, 

Thank you for contacting Workspace Support today regarding not being able to proceed with a redemption on Investment Centre.

As discussed, there is no option on the screen to select the payment method as we say during the LogMeIn session, and you’ve confirmed the clients do have their banking info on file.

I will investigate this further and get back to you with an update as soon as I have more information, thanks for your patience in advance.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-28T13:51:32.000+0000,False,False,005OH00000AUS7aYAH,2025-11-27T19:13:14.000+0000,005OH00000AUS7aYAH,2025-11-28T13:51:32.000+0000,005OH00000AUS7aYAH,2025-12-13T02:01:56.000+0000,(519)669-9996,(519) 505-1209,matt.schieck@pixelfinancial.ca,(519)669-9916,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmGIQYA2,False,,24099329,003G0000018f6kvIAA,0010A000002wOmfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*** DDS Nov 27th, 2025 ***
User wants to reset MFA to access workspace. Disconnected old one, helped connect new one, sign in successful.
============
Good afternoon Ester,

It was a pleasure talking to you and helping you access your Workspace account.

During our call, I helped you reset your Authentication method by linking the Microsoft Authenticator app to your account. In the end you were able to sign in successfully.

If you have any questions, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-27T19:48:50.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-27T19:31:12.000+0000,005OH00000AbJ7aYAF,2025-11-27T19:48:50.000+0000,005OH00000AbJ7aYAF,2025-11-27T19:48:50.000+0000,(780)409-8919,,ester@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmIp1YAE,False,,24104271,0030A0000029UryQAE,0010A000002vuv7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:47:40.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T20:47:40.000+0000,005OH00000BfonJYAR,2025-11-27T20:47:40.000+0000,005OH00000BfonJYAR,2025-11-27T20:47:40.000+0000,(604)779-6233,,connietzwealth@shaw.ca,(604)251-6343,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmJctYAE,False,,24099331,003G0000018f6QUIAY,0010A000002wOMqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue report,Medium,"*** DDS Nov 27th, 2025 ***
User wants to merge two accounts. Changed middle name to ""C"" on both CIS accounts: 7800033380 and 0569169242 containing policies B783321-1 and 310135253.
===========
Good afternoon Angelo,

Thank you for contacting Workspace Support concerning this merge issue.

The information has been corrected to match between account. The accounts should be showing the option to merge them on Workspace within the next 2-3 business days.

For the banking information change, you can contact our Client Services Center at 1-888-252-1847 who can make the change.

If the issue persists, you can contact us and we will gladly help.

I’m glad I was able to assist you today with this merge issue report. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-27T19:31:13.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-27T19:31:13.000+0000,005OH00000AbJ7aYAF,2025-11-27T19:51:56.000+0000,005OH00000AbJ7aYAF,2025-11-27T19:51:56.000+0000,(905)476-9821,,financialservices@angelosetten.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmJjNYAU,False,,24100888,0030A0000029VBUQA2,0010A000002vvB1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:54:44.000+0000,False,False,005OH00000865wTYAQ,2025-11-27T19:54:44.000+0000,005OH00000865wTYAQ,2025-11-27T19:54:44.000+0000,005OH00000865wTYAQ,2025-11-27T19:54:44.000+0000,(403)607-0111,,johnseto1@hotmail.com,(403)274-7784,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmL5IYAU,False,,24102844,003OH00000J73FyYAJ,001OH00000NPg22YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:24:50.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T20:24:50.000+0000,005OH000007fgYjYAI,2025-11-27T20:24:50.000+0000,005OH000007fgYjYAI,2025-11-27T20:24:50.000+0000,(873)377-0036,,mleveille@dbaservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmMJ1YAM,False,,24098789,0030A0000029gPUQAY,0010A000002w4SiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Statement for Seg Fund,Medium,Support staff needed assistance for downloading statement for SegFund policy. ASA doesn't have policy number. They are informed to reach out to CSD to get policy number. Then we will be able to check if the statements are available or not for this policy.,True,2025-11-27T19:48:21.000+0000,False,False,005OH00000BFiyTYAT,2025-11-27T19:22:47.000+0000,005OH00000BFiyTYAT,2025-11-27T19:48:22.000+0000,005OH00000BFiyTYAT,2025-11-27T19:48:22.000+0000,(416)391-9200,(416) 562-2446,,(866)641-9897,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmNIJYA2,False,,24100249,0030A0000029ccIQAQ,0010A000002w1HkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:44:57.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T19:44:57.000+0000,005OH00000BfonJYAR,2025-11-27T19:44:57.000+0000,005OH00000BfonJYAR,2025-11-27T19:44:57.000+0000,(604)637-6998,(604) 816-0808,jt_financial@yahoo.com,(604)747-9898,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmNTiYAM,False,,24105007,0030A0000029gJrQAI,0010A000002w4NjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:59:55.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T20:59:55.000+0000,005OH00000BfonJYAR,2025-11-27T20:59:55.000+0000,005OH00000BfonJYAR,2025-11-27T20:59:55.000+0000,(604)724-6283,(604) 724-6283,wilson.ng@convoybc.ca,(604)928-6283,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmNVEYA2,False,,24101220,003G0000018f7EOIAY,0010A000002wPJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:59:44.000+0000,False,False,005OH00000AdAzSYAV,2025-11-27T19:59:44.000+0000,005OH00000AdAzSYAV,2025-11-27T19:59:44.000+0000,005OH00000AdAzSYAV,2025-11-27T19:59:44.000+0000,(905)517-9117,(905) 517-9117,teresa@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmO35YAE,False,,24100428,0030A0000029jGKQAY,0010A000002w6o0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:47:32.000+0000,False,False,005G0000002gyDJIAY,2025-11-27T19:47:32.000+0000,005G0000002gyDJIAY,2025-11-27T19:47:33.000+0000,005G0000002gyDJIAY,2025-11-27T19:47:33.000+0000,(780)608-0553,,rebecca@legacyiep.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmOr7YAE,False,,24100256,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:45:00.000+0000,False,False,005OH000001cCPNYA2,2025-11-27T19:45:00.000+0000,005OH000001cCPNYA2,2025-11-27T19:45:00.000+0000,005OH000001cCPNYA2,2025-11-27T19:45:00.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001cCPNYA2,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmOrAYAU,False,,24102800,0030A0000029avlQAA,0010A000002vzz7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283 and Delegate Request,Medium,"***DDS 2025-11-27***
User was encountering error ERR-W1283 when trying to login to Workspace.
DDS authenticated user and unlocked and sent the reset password link.
User also wanted to create new accounts for 2 users.
DDS sent them TPA form and referred them to DM.
 
================================================================================
****Email Chain**
Hello Terence,

It was a pleasure speaking to you earlier regarding your Workspace password reset. We’re glad we were able to assist you in resetting your password after authenticating you.

As discussed, we’ve attached the Third Party Access form for you to fill out and send to Distribution_Methodology@canadalife.com so they can create 2 new Workspace accounts for Phyllis and Steve. Once they receive their registration information, feel free to give us another call and we would love to assist them in registering for Workspace.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T20:58:59.000+0000,False,False,005OH00000AX0rVYAT,2025-11-27T20:24:09.000+0000,005OH00000AX0rVYAT,2025-11-27T20:59:00.000+0000,005OH00000AX0rVYAT,2025-11-27T20:59:00.000+0000,(250)782-7184,,office@tlcoe.com,(250)782-1158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmPC1YAM,False,,24099214,0030A0000029dWSQAY,0010A000002w22JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Andrew,

As mentioned in my previous email, please see below for your password-protected Excel file:
6BZGK3Q94J

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Andrew,

Please find the attached file of the requested E2734 Wealth Fund Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



Hi Carmen, 

Thank you for the update. Yes please, I'd like the wealth client listings report as well to see if any wealth clients have DSC funds that are not yet matured.

Cheers,

Andrew Maclean
Financial Advisor
Lise Allin Insurance & Estate Planning Services
1 Catharine St, 
Belleville, ON K8P 1K8
Office: 613-968-6751 x 1002
Fax: 613-968-2845
www.liseallininsurance.com


On Tue, Nov 25, 2025 at 1:13 PM BusinessReporting <BusinessReporting@canadalife.com> wrote:
Good afternoon Andrew,
 
Our team received an update regarding this request, E2734 Client Listings with DSC information (maturity dates/amounts, segregated funds only), and there appears to be no clients listed.
 
Please let me know if you would like E2734 Wealth Fund Client Listings report as well.
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 21, 2025 4:09 PM
To: Andrew Maclean <andrewmacleanfinancial@gmail.com>
Subject: RE: [EXT] Re: Client Listing Request /Case23953226
 
Good afternoon Andrew,
 
Thank you for the confirmation. 
 
Our team will look into this request with our data provider as it is a custom-built report. I will reach out to you once I receive any updates.
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: Andrew Maclean 
Sent: November 21, 2025 10:02 AM
To: BusinessReporting ; Andrew Maclean 
Subject: Re: [EXT] Re: Client Listing Request /Case23903910
 
Hi Carmen, yes this is my business email address. When I setup my Canada Life Advisor access, it was using my personal email address: ""andrewmacleanfinancial@ gmail. com"". This is what is likely still on file. Can you confirm this? If
Hi Carmen, yes this is my business email address. When I setup my Canada Life Advisor access, it was using my personal email address: ""andrewmacleanfinancial@gmail.com"".
 
This is what is likely still on file. Can you confirm this? 
 
If so, please send the report to that email address. 
 
Thank you,
 
Andrew Maclean

Financial Advisor,
Lise Allin Insurance & Estate Planning Services
1 Catharine St.
Belleville, ON K8P 1K8
Office: 1-613-968-6751 x 1002
Fax: 1-613-968-2845
www.liseallininsurance.com
 
On Fri, Nov 21, 2025, 9:39 a.m. BusinessReporting <BusinessReporting@canadalife.com> wrote:
Good morning Andrew,
 
Thank you for providing us the additional information for us to look into our system.
 
Unfortunately, it appears this contact (email address) is not on file for you with Canada Life for us to fulfil this request and send information. Please contact us with the contact you currently have on file with Canada Life for us to fulfil this request. 
 
However, if you have made some changes, please reach out to Contracts&Compensation@canadalife.com to have your contact information updated. Once you receive confirmation, please let us know and we will look into this request.
 
Please note a client listing with DSC information (maturity dates/amounts) is available for segregated funds only and will be a custom-built report request.
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: Andrew Maclean <andrew@liseallininsurance.com> 
Sent: November 20, 2025 11:17 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Client Listing Request /Case23903910
 
Thank you Carmen, I was told by our MGA that the 5-digit broker codes are for insurance business only, and since this is wealth business it is categorized under dealer-rep code. However, my Canada Life broker code is E2734. I hope this helps. 
Thank you Carmen, 
 
I was told by our MGA that the 5-digit broker codes are for insurance business only, and since this is wealth business it is categorized under dealer-rep code.
 
However, my Canada Life broker code is E2734. I hope this helps. 
 
Cheers,
 
Andrew Maclean
 
Financial Advisor,
Lise Allin Insurance & Estate Planning Services
 
1 Catharine St.
Belleville, ON K8P 1K8

Office: 613-968-6751 x 1002
Fax: 613-968-2845

www.liseallininsurance.com
 
 
On Thu, Nov 20, 2025 at 10:46 AM BusinessReporting <BusinessReporting@canadalife.com> wrote:
Good morning Andrew,
 
Our team received your request via Call Centre for client listings report with DSC information (maturity date/amounts). The codes provided appears to be dealer and rep codes. However, could you please also provide us the advisor code (ex. Canada Life, MGA, Producer, five-characters long) for us to look into?
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-11-27T19:29:21.000+0000,False,False,005OH0000071DK9YAM,2025-11-27T19:29:21.000+0000,005OH0000071DK9YAM,2025-11-27T19:29:21.000+0000,005OH0000071DK9YAM,2025-11-27T19:29:21.000+0000,(613)968-6751X1002,,andrewmacleanfinancial@gmail.com,(613)968-2845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmPrxYAE,False,,24099412,0030A0000029iYjQAI,0010A000002w6G9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:32:20.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T19:32:20.000+0000,005G0000002gxxjIAA,2025-11-27T19:32:20.000+0000,005G0000002gxxjIAA,2025-11-27T19:32:20.000+0000,(450)973-2333,(514) 518-2162,michel.cadieux@iggpp.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmQJQYA2,False,,24100110,003OH00000WTWf2YAH,001OH00000dpsRRYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"******DDS*****11/27/2025
User wanted to register for workspace, but they did not have their registration letter yet, so DDS referred user to DM





******EMAIL CHAIN*****
Hello Li,

    Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to @Distribution Methodology to get your registration letter. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T19:45:40.000+0000,False,False,005OH00000BFQFHYA5,2025-11-27T19:42:57.000+0000,005OH00000BFQFHYA5,2025-11-27T19:45:40.000+0000,005OH00000BFQFHYA5,2025-11-27T19:45:40.000+0000,(778)822-8855,,hyangli99@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmQRSYA2,False,,24100470,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up to VM,Medium,,True,2025-11-27T19:52:05.000+0000,False,False,005OH000006uYrkYAE,2025-11-27T19:48:06.000+0000,005OH000006uYrkYAE,2025-11-27T19:52:05.000+0000,005OH000006uYrkYAE,2025-11-27T19:52:05.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmQeMYAU,False,,24102432,003OH00000DiI4zYAF,0015o000008Cz01AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:18:43.000+0000,False,False,005G0000002gyDJIAY,2025-11-27T20:18:43.000+0000,005G0000002gyDJIAY,2025-11-27T20:18:44.000+0000,005G0000002gyDJIAY,2025-11-27T20:18:44.000+0000,(306) 763-4712,,dhunter@fnislp.ca,(306) 763-3255,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmRKKYA2,False,,24102764,003G0000018f6ewIAA,0010A000002wOcyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration,Medium,"User is receiving error message KB0023323 - assisted user to update to new version 
User then received error KB0023420 - ISAM KB0020858  
Reset User ID (Product Illustration password) - user updated temporary password and was able to sign in 

Email: claritywealth@hotmail.com
Code: LL10246
Code: F2830

***********************************************************
Good afternoon, Carl

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
I'm glad I was able to assist you with resetting your password for your User ID (Product Illustration) and downloading the new version as the installed version of Product Illustration was out of date. 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T20:45:23.000+0000,False,False,005OH00000BG5v4YAD,2025-11-27T20:23:37.000+0000,005OH00000BG5v4YAD,2025-11-27T20:45:23.000+0000,005OH00000BG5v4YAD,2025-12-13T02:01:16.000+0000,(604)638-6204,,claritywealth@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmRp0YAE,False,,24103440,0030A0000029hJGQAY,0010A000002w5E7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace login,Medium,"***DDS*** 11/27/25
Name: LINDA METCALFE
Phone: 604-306-3373
Agent code: D4880

Hello Linda,

Thank you for contacting Workspace Support today regarding Workspace login.

To re-cap our call today:
We registed for MGA Workspace.
You were able to setup Salesforce Authentication. 
You are able to login, log out and back in again successfully.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-27T20:50:05.000+0000,False,False,005OH00000BGeeHYAT,2025-11-27T20:34:38.000+0000,005OH00000BGeeHYAT,2025-11-27T20:50:05.000+0000,005OH00000BGeeHYAT,2025-11-27T20:50:05.000+0000,(604)688-7208,,lmetcalfe@zlc.net,(604)532-5257,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmSDFYA2,False,,24104218,0030A0000029jw6QAA,0010A000002w7M4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:46:55.000+0000,False,False,005OH000007fgYjYAI,2025-11-27T20:46:55.000+0000,005OH000007fgYjYAI,2025-11-27T20:46:55.000+0000,005OH000007fgYjYAI,2025-11-27T20:46:55.000+0000,(514)737-9252X331,(514) 924-6648,dcohen@dcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmUA5YAM,False,,24100193,0030A0000029eILQAY,0010A000002w2h4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access to view old policy online,Medium,"Caller Name: FELIX KOCHANCZYK
Advisor or support staff: Advisor support
Advisor Code: 
Advisor Name:	
Phone: 
Email: felix@bristolcapital.ca		
1. Siebel verification: 
2. Last Login to Workspace:
Issue: Wants online access for a policy that was setup over 10yrs ago. insurance policy. 
ADVISOR also has no access to workspace today. says the advisor didn't know this existed until now
Policy#60163819U

FINDINGS: CHECKED Policy#60163819U in Copilot, its tied to Advisor Code B8692. policy issue date is June  1 2017
LUDMILL NATCHEV, national account. checked Siebel. code is active. checked isam with his name, no userid found
did timtam search with 1-LVLPVQ and found LUDMIL@clext is active with l.natchev@manulifesecurities.ca
he will need to know his userid/password to register for workspace.
CHECKED SF, NOT REGISTERED FOR WORKSPACE, HAS TEST DUMMY
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oCfeAAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HFsGAAW%26cntc%3D0035o000004HFsGAAW%26id%3D0055o000001oCfeAAE

--------------------------------------***DDS  11/27/2025***--------------------------
RESOLUTION:
sent follow up based on findings without providing the specifics. 
advised him the adviser should check with their MGA for their advisor code and they also need to know their repnet user id/password
if they're not sure to reach out to DM to inquire.
sent follow up
--------------------------------------***DDS  11/27/2025***--------------------------
Hello Felix,

Thank you for contacting Workspace Support today with regards to getting online access to view Policy#60163819U for the advisor you support.

As discussed, you will need to know the advisor code, please check with your advisor/have the advisor reach out to their MGA or National Account leadership 

They would have received their Advisor Code (formerly Commission Code or Distributor Code) on their contract with CL and most documentation around commissions or policies being issues.

The advisor will need to register for Workspace however to do that, they will need to know their repnet user id and password, then go to Register

If they’re not sure what the user id is, please have them contact Distribution_Methodology@canadalife.com to request this information, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T21:12:47.000+0000,False,False,005OH00000AUS7aYAH,2025-11-27T19:44:13.000+0000,005OH00000AUS7aYAH,2025-11-27T21:12:47.000+0000,005OH00000AUS7aYAH,2025-11-27T21:12:47.000+0000,(905)845-9090,,,(905)845-3115,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmVW0YAM,False,,24101968,003G0000018f6VYIAY,0010A000002wOSFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM data download,Medium,"SHASHIKANT CHAUHAN (Ll28304)
Shashi is calling for assistance with downloading their CRM data from workspace
walked user through the download process. There were issues with access but troubleshooting and clearing cache resolved the case. 

Email:
----------
Hello Shashi,

Thank you for contacting Workspace supporting concerning downloading your CRM data.

On the call today, I was able to complete a virtual session and assist you with downloading your CRM data. In the future, to access your CRM information, you can find it on your desktop folder labelled as ‘CRM files’

If you have any questions, please contact us again.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T20:58:38.000+0000,False,False,005OH00000BGf2TYAT,2025-11-27T20:10:50.000+0000,005OH00000BGf2TYAT,2025-11-27T20:58:38.000+0000,005OH00000BGf2TYAT,2025-11-27T20:58:38.000+0000,(877)857-2673,(647) 969-1773,shashi@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmVhIYAU,False,,24105290,003G0000018f74wIAA,0010A000002wP8GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect App,Medium,"Client has confirmed and sign the application however the advisor is still getting pending signature. advised to call back in 24 hours or update e in the follow up email!

============

Hi Gavin,

Thank you for contacting the workspace support about the status of a simple protect application getting signature pending even though the client has confirmed that it has been completed on their end.

We have investigated and identified that there is an instance where in it takes time for the system to update the status of the application and we just need to give 24 hours to see any update. Please let us know right away if change did not happen after 24 hours.

Thank you for your patience on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-27T21:21:27.000+0000,False,False,005OH00000BFPZHYA5,2025-11-27T21:04:49.000+0000,005OH00000BFPZHYA5,2025-11-27T21:27:45.000+0000,005OH00000BFPZHYA5,2025-11-27T21:27:45.000+0000,(905)276-1177,(905) 609-4455,gavin@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmVz4YAE,False,,24102039,0030A0000029iYjQAI,0010A000002w6G9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:12:23.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T20:12:23.000+0000,005G0000002gxxjIAA,2025-11-27T20:12:23.000+0000,005G0000002gxxjIAA,2025-11-27T20:12:23.000+0000,(450)973-2333,(514) 518-2162,michel.cadieux@iggpp.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmW5ZYAU,False,,24107872,0030A00000BH5rNQAT,0010A00000BrIGKQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:59:55.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T21:59:55.000+0000,005OH000004Ir1xYAC,2025-11-27T21:59:55.000+0000,005OH000004Ir1xYAC,2025-11-27T21:59:55.000+0000,(403)253-4840,,varsha.ladwa@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmWyLYAU,False,,24104419,003G0000018f6beIAA,0010A000002wOYwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration,Medium,"Miriam needed assistance with updating her password for product illustration.

*************
Hi Miriam , thank you for contacting the workspace support today.

To recap our call, you needed assistance with updating your product illustration password. We did a remote session and updated the password successfully. If you have any issues, please let me know



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T21:21:07.000+0000,False,False,005OH00000BFQFCYA5,2025-11-27T20:49:47.000+0000,005OH00000BFQFCYA5,2025-11-27T21:27:05.000+0000,005OH00000BFQFCYA5,2025-11-27T21:27:05.000+0000,(204)594-8331,,patrick@blackwoodfes.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmXmQYAU,False,,24104695,0030A0000029gIaQAI,0010A000002w4MNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:54:30.000+0000,False,False,005OH000002iJPDYA2,2025-11-27T20:54:30.000+0000,005OH000002iJPDYA2,2025-11-27T20:54:30.000+0000,005OH000002iJPDYA2,2025-11-27T20:54:30.000+0000,(604)438-3690,(778) 320-8869,melissameng@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmXsmYAE,False,,24103783,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,,True,2025-11-27T20:48:43.000+0000,False,False,005OH000006uYrkYAE,2025-11-27T20:39:54.000+0000,005OH000006uYrkYAE,2025-11-27T20:48:43.000+0000,005OH000006uYrkYAE,2025-11-27T20:48:43.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmYNNYA2,False,,24100928,0030A0000029k9bQAA,0010A000002w7WQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T19:55:16.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T19:55:16.000+0000,005OH00000BfonJYAR,2025-11-27T19:55:17.000+0000,005OH00000BfonJYAR,2025-11-27T19:55:17.000+0000,(604)363-7549,,jeff@firstoakfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmYf8YAE,False,,24102007,0030A0000029aqxQAA,0010A000002vzusQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:11:42.000+0000,False,False,005G0000002gyDJIAY,2025-11-27T20:11:42.000+0000,005G0000002gyDJIAY,2025-11-27T20:11:43.000+0000,005G0000002gyDJIAY,2025-11-27T20:11:43.000+0000,(403)540-1117,(403) 540-1117,todd@twilliamsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmZRZYA2,False,,24103680,0035o0000063YGPAA2,0015o000006c9UMAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:38:33.000+0000,False,False,005OH000005URvxYAG,2025-11-27T20:38:33.000+0000,005OH000005URvxYAG,2025-11-27T20:38:33.000+0000,005OH000005URvxYAG,2025-11-27T20:38:33.000+0000,(587)983-1030,,arjun@askfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmZxoYAE,False,,24103367,003G0000018f6beIAA,0010A000002wOYwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset for product illustration,Medium,"ASA needed help for password reset but they didn't pass authentication because we don't have correct phone number on the file. They have been advised to reach out contracts&compensation@canadalife.com. they don't remember old phone number. 

KB0021888  


Hello Miriam,

Thank you for calling workspace support today for password reset.

In our today’s call, you needed help for resetting your product illustration password. To help you with this, I ask you authentication questions. You could not confirm the phone number that we have on file. If this information is outdated, advisor can reach out to contracts&compensation@canadalife.com  to get this information corrected. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T21:01:04.000+0000,False,False,005OH00000BFiyTYAT,2025-11-27T20:33:23.000+0000,005OH00000BFiyTYAT,2025-11-27T21:02:09.000+0000,005OH00000BFiyTYAT,2025-12-13T02:01:16.000+0000,(204)594-8331,,patrick@blackwoodfes.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmaU6YAI,False,,24105666,0030A0000029f6QQAQ,0010A000002w3KaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:11:57.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T21:11:57.000+0000,005OH00000BfonJYAR,2025-11-27T21:11:57.000+0000,005OH00000BfonJYAR,2025-11-27T21:11:57.000+0000,(604)235-5527,(778) 996-6569,eila@coreplan.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmbA2YAI,False,,24104507,0030A0000029pylQAA,0010A000002wCJnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Advisor not available to set up MFA. left VM,True,2025-11-27T20:53:58.000+0000,False,False,005OH00000BFPZHYA5,2025-11-27T20:51:21.000+0000,005OH00000BFPZHYA5,2025-11-27T20:53:58.000+0000,005OH00000BFPZHYA5,2025-11-27T20:53:58.000+0000,(604)524-8644,,kdaguerrero@gmail.com,(604)524-8654,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmbrVYAQ,False,,24101444,0030A0000029nZYQAY,0010A000002wAQ2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:03:25.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T20:03:25.000+0000,005OH00000BfonJYAR,2025-11-27T20:03:25.000+0000,005OH00000BfonJYAR,2025-11-27T20:03:25.000+0000,(236)628-2196,,kristie.johnston@coastcapitalsavings.com,(250)248-9162,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmcijYAA,False,,24101613,003G0000018f71zIAA,0010A000002wP5JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:05:45.000+0000,False,False,005G0000002gxxjIAA,2025-11-27T20:05:45.000+0000,005G0000002gxxjIAA,2025-11-27T20:05:45.000+0000,005G0000002gxxjIAA,2025-11-27T20:05:45.000+0000,(450)777-4454,(450) 531-3417,info@gvestrie.ca,(450)777-7148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmfjvYAA,False,,24103800,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:40:11.000+0000,False,False,005OH000005URvxYAG,2025-11-27T20:40:11.000+0000,005OH000005URvxYAG,2025-11-27T20:40:11.000+0000,005OH000005URvxYAG,2025-11-27T20:40:11.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmfjwYAA,False,,24105072,0035o000003RpbXAAS,0010A000002vtp3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:00:48.000+0000,False,False,005OH000005URvxYAG,2025-11-27T21:00:48.000+0000,005OH000005URvxYAG,2025-11-27T21:00:48.000+0000,005OH000005URvxYAG,2025-11-27T21:00:48.000+0000,,(780) 464-7550,tom@tomcorsmeier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmhVaYAI,False,,24106937,003G0000018f6skIAA,0010A000002wOuTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Creating a Report,Medium,"PERCY PIERRE (advisor)
Jacqueline VanEsch (contact)
Jacqueline contacted us requesting a report be created for Percy similar to ones created for John Lysack and Janis (23938135) who are in the same firm.
I logged in to Percy's account and created requested report.

Email:
----------

Hello Percy,

We were notified by Jacqueline that you needed a client and address report created for you on your Workspace account. 

This email is to confirm that this report has now been created, and you can find it in your Workspace account when you go to your reports and view your private reports.

Please let me know if you have any questions or need me to adjust or make any changes to the report.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Van Esch, Jacqueline <Jacqueline.VanEsch@advicecanada.com> 
Sent: November 27, 2025 8:46 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Creating a Report - 23938135

Good morning Workspace Support

I am following up on an escalation from the firm Hudson Wealth regarding addresses available in their CRM download that were not available.  

It has been brought to my attention that Precious has run an Address Report for two people in the firm on reference number 23938135.  The advisor names are: John Lysack and Janis Bellman. John has confirmed he has the report and has forwarded it to their CRM provider for upload into their system.

The principle of the firm Percy Pierre is the one that has escalated to our team.

My ask is to run the same address report for Percy’s clients or confirm that you have already completed the report.

When I here back from you, I am going to follow up with Percy regarding the report to ensure he has the information he needs.

I really appreciate your assistance and hard work to assist this firm and look forward to hearing from you at your earliest convenience.


Warm regards

Jacqueline VanEsch
Technology Solutions Partner
Teams Phone:  1 403-515-6810",True,2025-11-27T21:41:46.000+0000,False,False,005OH00000BGf2TYAT,2025-11-27T21:38:24.000+0000,005OH00000BGf2TYAT,2025-11-27T21:41:47.000+0000,005OH00000BGf2TYAT,2025-11-27T21:41:47.000+0000,(905)332-3400,(905) 631-5673,percy.pierre@hudsonwealth.ca,(905)332-3999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmi8JYAQ,False,,24105243,0030A0000029hy0QAA,0010A000002w5kjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:03:56.000+0000,False,False,005OH000003ds0PYAQ,2025-11-27T21:03:56.000+0000,005OH000003ds0PYAQ,2025-11-27T21:03:56.000+0000,005OH000003ds0PYAQ,2025-11-27T21:03:56.000+0000,(705)566-9123,,marc.lelievre@edwardjones.com,(877)335-9164,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmiGKYAY,False,,24104820,003OH00000MauAMYAZ,001OH00000RPyERYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnecting MFA,Medium,"***DDS*** 12/01/25
Name: Bing Li
Phone: 204-940-6555 52114
Agent code: H4336

Hello Bing,

Can you provide more details.

Are you getting an error message?
Is Google Authenticator showing the 6 digits that changes every 30 seconds and are you entering the digits before the 30 seconds is up?

For immediate support we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Bing Li <bing.li@wyattdowling.ca> 
Sent: December 1, 2025 3:34 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 24104820 - Disconnecting MFA

Hello Vinh, I appreciate you helped me log into the workspace last Thursday using Microsoft Edge, but today I’m unable to log in through either Edge or Chrome. Sincerely, Bing Li, CAIB Insurance Advisor Commissioner for Oaths Wyatt Dowling Insurance
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Vinh,
I appreciate  you helped me log into the workspace last Thursday using Microsoft Edge, but today I’m unable to log in through either Edge or Chrome.

Sincerely, 

Bing Li, CAIB
Insurance Advisor
Commissioner for Oaths

Wyatt Dowling Insurance Brokers
A Division of Western Financial Group
2-1649 Kenaston Blvd, Winnipeg, MB R3P 2M4
Phone: 204-940-6555 ext.52114 | Fax: 204-222-6220
bing.li@wyattdowling.ca
www.wyattdowling.ca



***DDS*** 11/27/25
Name: Bing Li
Phone: 204-940-6555 52114
Agent code: H4336
Reference: KB0020738

Hello Bing,

Thank you for contacting Workspace Support today regarding Disconnecting MFA

To re-cap our call today:

Disconnected MFA
Setup MFA (Google Authenticator)
Tried logging in, out and back in again successfully.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-11-27T21:15:44.000+0000,False,False,005OH00000BGeeHYAT,2025-11-27T20:56:58.000+0000,005OH00000BGeeHYAT,2025-12-01T21:00:50.000+0000,005OH00000BGeeHYAT,2025-12-01T21:00:50.000+0000,(204)940-6555,,bing.li@wyattdowling.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmijLYAQ,False,,24103584,003OH00000YPThdYAH,001OH00000hRtvmYAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-registration,Medium,"**DDS**12/03/2025
Registration completed.
user has received a respond from DM to proceed  with registration however he is not able proceed with next step.

reached out to user to connect via phone call.
===================
user cannot register for user id on repnet 
using KB0018402
Reached out to distribution methodology.

email=========
Hello,

User GUILLAUME BECHARD received his activation code to register for his user id however when trying to register he is receiving error that no information is available.

We tried to troubleshoot, verified his name spelling and if any space was insert.

He has all the correct information input on the correct places, still no change.

Please investigate.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ====================
Bonjour Guillaume,

Merci d’avoir répondu à mon courriel.

Si vous le souhaitez, nous pouvons nous connecter via un appel téléphonique pour compléter le processus d’inscription avec vous et résoudre tout problème qui en est la cause.

Vous pouvez me fournir 2 créneaux de votre disponibilité avec votre fuseau horaire afin que je réserve un temps, où on pourrait se joindre directement ou appeler sur le numéro ci-dessous, n’importe lequel de mes collègues serait en mesure de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Bechard, Guillaume <Guillaume.Bechard@ig.ca> 
Sent: December 3, 2025 8:46 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] FW: User Id Registration-24103584

Bonjour ! Merci du suivi, J’ai essayé, hier, par contre on dirait que j’ai créer un autre bug : il me dit que je suis inscrit donc je ne peux pas me réinscrire, mais mon mot de passes ne marche plus et je ne reçoit pas de lien pour le changer
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour ! Merci du suivi, 

J’ai essayé, hier, par contre on dirait que j’ai créer un autre bug : il me dit que je suis inscrit donc je ne peux pas me réinscrire, mais mon mot de passes ne marche plus et je ne reçoit pas de lien pour le changer à mon email, 

Est-il possible de me supporter par email ou est-ce nécessaire pour moi de rappeler ? 

Merci :) 

 
Guillaume Béchard, Pl. Fin., MBA, BAA
Planificateur Financier

310-3655 Av. Des Grandes Tourelles,  J7H 0E2
Cell. : 514-266-9883  |  Tél. : 450-508-2174   
Courriel : guillaume.bechard@ig.ca


IG Gestion de patrimoine Inc., cabinet en planification financière
 
 
 
 
Si vous ne souhaitez plus recevoir ces courriels, veuillez répondre à ce message en indiquant « Désabonnement » en objet.

De : CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Date : mardi, 2 décembre 2025 à 08:52
À : Bechard, Guillaume <Guillaume.Bechard@ig.ca>
Objet : [EXT] FW: User Id Registration-24103584
	Vous n’obtenez pas souvent d’e-mail à partir de clworkspacesupport@canadalife.com. Pourquoi c’est important

Bonjour Guillaume,
 
Merci d’avoir été patient avec cela, nous avons reçu une réponse du département de distribution, vous pouvez maintenant essayer d’enregistrer à nouveau votre identifiant utilisateur.
 
Il semble y avoir un temps d’attente à partir du moment où vous obtenez votre code d’activation.
 
j’ai inclus les étapes à suivre ci-dessous
 
vous pouvez maintenant créer un nom d’utilisateur, anciennement connu sous le nom d'identifiant utilisateur ReseauRep.
Utilisez ce lien pour créer un nom d’utilisateur.
 
Une fois le lien ouvert, cliquez sur « Inscrivez-vous des maintenant », acceptez les conditions générales et saisissez votre code de distribution et votre code d'activation (dans l’email venant de Distribution Methodology).
Une fois celui-ci créé, vous devrez attendre 48 heures avant de vous inscrire à Espace affaire - Register. En suivant les étapes ci-apres :
 
Étape 1 : Cliquez sur le lien https://lifeco.my.site.com/workspace/s/login/SelfRegister
Étape 2 : Saisissez votre identifiant RepNet et votre mot de passe.
Étape 3 : Saisissez votre code Comp.
Étape 4 : Saisissez votre prénom et votre nom, ainsi qu'une adresse e-mail et un mot de passe.
Étape 5 : Cliquez sur Suivant pour accéder à la page suivante.
 
Lisez et acceptez les conditions d'utilisation.
Étape 6 : Un e-mail de vérification sera envoyé à l'adresse e-mail que vous avez saisie à l'étape précédente.
Étape 7 : Vérifiez l'e-mail en cliquant sur Vérifier maintenant.
 
Votre compte sera activé une fois l'e-mail vérifié.
 
Pour vous connecter à Workspace, cliquez sur ce lien https://espaceaffaires.canadavie.com.
 
Nous apprécierions que vous accordiez 10 secondes et remplissiez notre
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Sent: December 1, 2025 5:54 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Guillaume.Bechard@ig.ca; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: User Id Registration-24103584
 
Hi Natasha.
 
The advisor registered their user ID on November 30, 2025. They will be able to register for Workspace tomorrow (Dec 2, 2025)..
 
Thank you.
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: November 27, 2025 4:00 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Guillaume.Bechard@ig.ca
Subject: User Id Registration-24103584
 
Hello,
 
User GUILLAUME BECHARD received his activation code to register for his user id however when trying to register he is receiving error that no information is available.
 
We tried to troubleshoot, verified his name spelling and if any space was insert.
 
He has all the correct information input on the correct places, still no change.
 
Please investigate.
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ================
Bonjour Guillaume,

Je suis ravi que vous ayez pu vous inscrire. C'est toujours un plaisir de vous apporter mon aide.

J’espère que vous trouverez ce système utile et n’hésitez pas à revenir si vous avez besoin d’une assistance supplémentaire.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Bechard, Guillaume <Guillaume.Bechard@ig.ca> 
Sent: December 3, 2025 12:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] RE: [EXT] FW: User Id Registration-24103584

Bonjour ! Finalement j’ai fait du back and forth et j’ai fini par réussir (il y a deux portail, un d’inscription et un pour s,Enregistrer, c’est à ce niveau que j’ai trouvé la solution) Donc plus besoins, désolé de vous avoir dérangé cette fois
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour ! 

Finalement j’ai fait du back and forth et j’ai fini par réussir (il y a deux portail, un d’inscription et un pour s,Enregistrer, c’est à ce niveau que j’ai trouvé la solution) 

Donc plus besoins, désolé de vous avoir dérangé cette fois 😊

Bonne journée !

 
Guillaume Béchard, Pl. Fin., MBA, BAA
Planificateur Financier

310-3655 Av. Des Grandes Tourelles,  J7H 0E2
Cell. : 514-266-9883  |  Tél. : 450-508-2174   
Courriel : guillaume.bechard@ig.ca


IG Gestion de patrimoine Inc., cabinet en planification financière
 
 
 
 
Si vous ne souhaitez plus recevoir ces courriels, veuillez répondre à ce message en indiquant « Désabonnement » en objet.

De : CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Date : mercredi, 3 décembre 2025 à 13:03
À : Bechard, Guillaume <Guillaume.Bechard@ig.ca>
Objet : [EXT] RE: [EXT] FW: User Id Registration-24103584
	Vous n’obtenez pas souvent d’e-mail à partir de clworkspacesupport@canadalife.com. Pourquoi c’est important

Bonjour Guillaume,
 
Merci d’avoir répondu à mon courriel.
 
Si vous le souhaitez, nous pouvons nous connecter via un appel téléphonique pour compléter le processus d’inscription avec vous et résoudre tout problème qui en est la cause.
 
Vous pouvez me fournir 2 créneaux de votre disponibilité avec votre fuseau horaire afin que je réserve un temps, où on pourrait se joindre directement ou appeler sur le numéro ci-dessous, n’importe lequel de mes collègues serait en mesure de vous aider.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Bechard, Guillaume <Guillaume.Bechard@ig.ca>
Sent: December 3, 2025 8:46 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] FW: User Id Registration-24103584
 
Bonjour ! Merci du suivi, J’ai essayé, hier, par contre on dirait que j’ai créer un autre bug : il me dit que je suis inscrit donc je ne peux pas me réinscrire, mais mon mot de passes ne marche plus et je ne reçoit pas de lien pour le changer
Bonjour ! Merci du suivi, 
 
J’ai essayé, hier, par contre on dirait que j’ai créer un autre bug : il me dit que je suis inscrit donc je ne peux pas me réinscrire, mais mon mot de passes ne marche plus et je ne reçoit pas de lien pour le changer à mon email, 
 
Est-il possible de me supporter par email ou est-ce nécessaire pour moi de rappeler ? 
 
Merci :) 
 
 
Guillaume Béchard, Pl. Fin., MBA, BAA
Planificateur Financier

310-3655 Av. Des Grandes Tourelles,  J7H 0E2
Cell. : 514-266-9883  |  Tél. : 450-508-2174   
Courriel : guillaume.bechard@ig.ca


IG Gestion de patrimoine Inc., cabinet en planification financière
 
 
 
 
Si vous ne souhaitez plus recevoir ces courriels, veuillez répondre à ce message en indiquant « Désabonnement » en objet.
 
De : CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Date : mardi, 2 décembre 2025 à 08:52
À : Bechard, Guillaume <Guillaume.Bechard@ig.ca>
Objet : [EXT] FW: User Id Registration-24103584
	Vous n’obtenez pas souvent d’e-mail à partir de clworkspacesupport@canadalife.com. Pourquoi c’est important

Bonjour Guillaume,
 
Merci d’avoir été patient avec cela, nous avons reçu une réponse du département de distribution, vous pouvez maintenant essayer d’enregistrer à nouveau votre identifiant utilisateur.
 
Il semble y avoir un temps d’attente à partir du moment où vous obtenez votre code d’activation.
 
j’ai inclus les étapes à suivre ci-dessous
 
vous pouvez maintenant créer un nom d’utilisateur, anciennement connu sous le nom d'identifiant utilisateur ReseauRep.
Utilisez ce lien pour créer un nom d’utilisateur.
 
Une fois le lien ouvert, cliquez sur « Inscrivez-vous des maintenant », acceptez les conditions générales et saisissez votre code de distribution et votre code d'activation (dans l’email venant de Distribution Methodology).
Une fois celui-ci créé, vous devrez attendre 48 heures avant de vous inscrire à Espace affaire - Register. En suivant les étapes ci-apres :
 
Étape 1 : Cliquez sur le lien https://lifeco.my.site.com/workspace/s/login/SelfRegister
Étape 2 : Saisissez votre identifiant RepNet et votre mot de passe.
Étape 3 : Saisissez votre code Comp.
Étape 4 : Saisissez votre prénom et votre nom, ainsi qu'une adresse e-mail et un mot de passe.
Étape 5 : Cliquez sur Suivant pour accéder à la page suivante.
 
Lisez et acceptez les conditions d'utilisation.
Étape 6 : Un e-mail de vérification sera envoyé à l'adresse e-mail que vous avez saisie à l'étape précédente.
Étape 7 : Vérifiez l'e-mail en cliquant sur Vérifier maintenant.
 
Votre compte sera activé une fois l'e-mail vérifié.
 
Pour vous connecter à Workspace, cliquez sur ce lien https://espaceaffaires.canadavie.com.
 
Nous apprécierions que vous accordiez 10 secondes et remplissiez notre
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Sent: December 1, 2025 5:54 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Guillaume.Bechard@ig.ca; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: User Id Registration-24103584
 
Hi Natasha.
 
The advisor registered their user ID on November 30, 2025. They will be able to register for Workspace tomorrow (Dec 2, 2025)..
 
Thank you.
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: November 27, 2025 4:00 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Guillaume.Bechard@ig.ca
Subject: User Id Registration-24103584
 
Hello,
 
User GUILLAUME BECHARD received his activation code to register for his user id however when trying to register he is receiving error that no information is available.
 
We tried to troubleshoot, verified his name spelling and if any space was insert.
 
He has all the correct information input on the correct places, still no change.
 
Please investigate.
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ",True,2025-12-03T20:15:35.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-27T20:37:06.000+0000,005OH00000AZ3ZxYAL,2025-12-03T20:15:35.000+0000,005OH00000AZ3ZxYAL,2025-12-03T20:15:35.000+0000,(450)508-2174,,guillaume.bechard@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmikxYAA,False,,24103904,0035o000007ah1AAAQ,0015o000008HBQEAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:41:51.000+0000,False,False,005OH000005URvxYAG,2025-11-27T20:41:51.000+0000,005OH000005URvxYAG,2025-11-27T20:41:51.000+0000,005OH000005URvxYAG,2025-11-27T20:41:51.000+0000,(780)362-1741,,amanda@titanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmjU8YAI,False,,24106858,0035o000006GUU0AAO,0015o000006ld9gAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:36:20.000+0000,False,False,005OH000005URvxYAG,2025-11-27T21:36:20.000+0000,005OH000005URvxYAG,2025-11-27T21:36:20.000+0000,005OH000005URvxYAG,2025-11-27T21:36:20.000+0000,(780)908-2181,,trrehani@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmk23YAA,False,,24106058,0030A0000029jpCQAQ,0010A000002w7GgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:19:43.000+0000,False,False,0055o000001NWfMAAW,2025-11-27T21:19:43.000+0000,0055o000001NWfMAAW,2025-11-27T21:19:44.000+0000,0055o000001NWfMAAW,2025-11-27T21:19:44.000+0000,(905)470-8222,(416) 520-4300,josephchan@excelgroup.ca,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmk5CYAQ,False,,24103569,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:36:45.000+0000,False,False,005OH000005URvxYAG,2025-11-27T20:36:45.000+0000,005OH000005URvxYAG,2025-11-27T20:36:45.000+0000,005OH000005URvxYAG,2025-11-27T20:36:45.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmlaoYAA,False,,24105313,0030A0000029epRQAQ,0010A000002w353QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:05:11.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T21:05:11.000+0000,005OH000004Ir1xYAC,2025-11-27T21:05:11.000+0000,005OH000004Ir1xYAC,2025-11-27T21:05:11.000+0000,(403)693-1704,,yasminkanji@avisowm.ca,(403)693-1706,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmmS0YAI,False,,24106361,003G0000018f7gMIAQ,0010A000002wPmvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"AN Advisor(?) Reporting an Inability to ""Procure a Client List""",Medium,"AN Advisor (?) Ronald Sayegh reporting a ""second request"" to ""procure a client list""; unable to find any recent cases/emails with user's name; sent f/u to user asking them to clarify if what they were requesting support with; offered to schedule Quick Connect to go over WS Reporting if that was needed 

Dec. 1st 2025 - Have not heard response from Ronald, sent f/u email offering support if still needed, will close case for time-being

***EMAIL CHAIN***
(Full email chain attached to case as .msg file)

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 3:24 PM
To: Ronald Sayegh <hironnie@hotmail.com>
Subject: RE: RONALD SAYEGH 048125; 048120 & a3151 - SF Case #24106361

Hi Ronald,

This is Workspace Support! Just confirming if you are still needing assistance? 

If you still require support, or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T22:24:52.000+0000,False,False,005OH00000BFQFDYA5,2025-11-27T21:25:50.000+0000,005OH00000BFQFDYA5,2025-12-01T22:24:52.000+0000,005OH00000BFQFDYA5,2025-12-01T22:24:52.000+0000,(514)332-2223,(514) 992-9199,ronsurance@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmmjmYAA,False,,24104923,003G0000018f6pDIAQ,0010A000002wOqwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:58:24.000+0000,False,False,0055o000001h4cFAAQ,2025-11-27T20:58:24.000+0000,0055o000001h4cFAAQ,2025-11-27T20:58:25.000+0000,0055o000001h4cFAAQ,2025-11-27T20:58:25.000+0000,(204)728-1155,(204) 620-1515,mark@belks.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmmqCYAQ,False,,24106197,0030A0000029oT1QAI,0010A000002wB6lQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:22:34.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T21:22:34.000+0000,005OH000004Ir1xYAC,2025-11-27T21:22:34.000+0000,005OH000004Ir1xYAC,2025-11-27T21:22:34.000+0000,(403)863-1293,,loriames@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmn6LYAQ,False,,24105581,0030A000005590bQAA,0010A000005qV8iQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:10:19.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T21:10:19.000+0000,005OH00000BfonJYAR,2025-11-27T21:10:20.000+0000,005OH00000BfonJYAR,2025-11-27T21:10:20.000+0000,(604)647-0647,(778) 988-3681,csan328@hotmail.com,(604)604-0647,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmo2OYAQ,False,,24104684,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,address change,Medium,,True,2025-11-27T21:07:39.000+0000,False,False,005OH000006uYrkYAE,2025-11-27T20:54:14.000+0000,005OH000006uYrkYAE,2025-11-27T21:07:39.000+0000,005OH000006uYrkYAE,2025-11-27T21:07:39.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmp4xYAA,False,,24105881,0030A0000029jYSQAY,0010A000002w73tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:15:48.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T21:15:48.000+0000,005OH000004Ir1xYAC,2025-11-27T21:15:49.000+0000,005OH000004Ir1xYAC,2025-11-27T21:15:49.000+0000,(403)681-1788,,simon.ma@dfsin.ca,(403)265-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmp6TYAQ,False,,24104081,0030A000004RI6EQAW,0010A000002w7f6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:44:43.000+0000,False,False,0055o000001h4cFAAQ,2025-11-27T20:44:43.000+0000,0055o000001h4cFAAQ,2025-11-27T20:44:43.000+0000,0055o000001h4cFAAQ,2025-11-27T20:44:43.000+0000,(204)777-6699,(204) 781-4499,jeff@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmpJPYAY,False,,24104367,0030A0000029h8UQAQ,0010A000002w544QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace signin,Medium,"*** DDS Nov 27th, 2025 ***
User wants to access Workspace account, after authorization, helped him reset password and sign in.
==============
Good afternoon Lance,

It was a pleasure helping you access your Workspace account today.

During our call I helped you reset your password and login to Workspace. In the end you were able to sign in successfully.

I’m glad I was able to assist you today with accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T21:02:17.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-27T20:49:03.000+0000,005OH00000AbJ7aYAF,2025-11-27T21:02:17.000+0000,005OH00000AbJ7aYAF,2025-11-27T21:02:17.000+0000,(403)381-2273,,ltoly@1stchoicesavings.ca,(403)380-1942,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmppdYAA,False,,24104211,0035o000005GF4iAAG,0015o000005p2ZoAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:46:49.000+0000,False,False,005OH000005URvxYAG,2025-11-27T20:46:49.000+0000,005OH000005URvxYAG,2025-11-27T20:46:49.000+0000,005OH000005URvxYAG,2025-11-27T20:46:49.000+0000,(780)604-5539,,mo.daraei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmqAbYAI,False,,24104288,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:47:57.000+0000,False,False,005OH000005URvxYAG,2025-11-27T20:47:57.000+0000,005OH000005URvxYAG,2025-11-27T20:47:57.000+0000,005OH000005URvxYAG,2025-11-27T20:47:57.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmqoxYAA,False,,24107147,0035o000005ym6lAAA,0015o000006WapjAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:43:18.000+0000,False,False,005OH000002iJPDYA2,2025-11-27T21:43:18.000+0000,005OH000002iJPDYA2,2025-11-27T21:43:18.000+0000,005OH000002iJPDYA2,2025-11-27T21:43:18.000+0000,(365)993-8383,2369651292,pinghong@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmr0DYAQ,False,,24104470,0030A0000029iWrQAI,0010A000002w6ElQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1285 - Cannot access WS,Medium,"•	Reason for call: Cannot access WS, receives ERR-W1285 
Authentication: Yes/No, which rotation: Verified Advisor with November questions set
•	Troubleshooting steps completed: reset iSAM password 
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0020563, KB0021888, logmein with user
=======================================
Bonjour Domininc, 

Merci d’avoir contacté le support Workspace. Bien que nous n’ayons pas pu résoudre directement votre problème lors de l’appel, nous vous invitons à essayer de changer votre mot de passe ReseauRep sur repnet1.canadalife.com.

Nous avons fourni le mot de passe temporaire à Mohammed. Une fois le changement de mot de passe dans ReseauRep effectué, veuillez essayer de vous connecter à Workspace.

Si vous rencontrez d’autres problèmes, n’hésitez pas à répondre directement à cet e-mail et je vous recontacterai.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T21:08:12.000+0000,False,False,005OH00000BFQFGYA5,2025-11-27T20:50:38.000+0000,005OH00000BFQFGYA5,2025-11-27T21:16:33.000+0000,005OH00000BFQFGYA5,2025-11-27T21:16:33.000+0000,(450)973-2424X200,,dominic.paquette@partenaire-conseils.com,(450)973-4585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmrD8YAI,False,,24105092,003G0000018f6W6IAI,0010A000002wOSnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:01:08.000+0000,False,False,0055o000001h4cFAAQ,2025-11-27T21:01:08.000+0000,0055o000001h4cFAAQ,2025-11-27T21:01:08.000+0000,0055o000001h4cFAAQ,2025-11-27T21:01:08.000+0000,(204)272-0848,(204) 291-9552,mike@ckcg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmrpqYAA,False,,24104774,003G0000029ng8sIAA,0010A000002wTFNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T20:56:11.000+0000,False,False,0055o000001h4cFAAQ,2025-11-27T20:56:11.000+0000,0055o000001h4cFAAQ,2025-11-27T20:56:11.000+0000,0055o000001h4cFAAQ,2025-11-27T20:56:11.000+0000,(204)946-8192,,cam@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmsFfYAI,False,,24107072,003G0000018f7NoIAI,0010A000002wPTRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM download navigation,Medium,"*****DDS**** 11/27/2025
User needed help navigating to the CRM extract data. Did a logmein session and performed a walkthrough for user. ref: KB0022645



*****email chain*****
Hello Karandeep, 

      It was a pleasure assisting you with your CRM extract navigation.
      
      Steps to follow for next time, would be to select the initials on the top right, then select “my settings” from the drop down. On the new page that comes up there should be an option that says, “download CRM data”. That is the link you use to download your data.

 If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T21:47:28.000+0000,False,False,005OH00000BFQFHYA5,2025-11-27T21:41:25.000+0000,005OH00000BFQFHYA5,2025-11-27T21:47:48.000+0000,005OH00000BFQFHYA5,2025-11-27T21:47:48.000+0000,(902)422-1631,(902) 790-1003,steve@morton-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmsKWYAY,False,,24106795,003OH00000Vml4QYAR,001OH00000cmvUYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:35:14.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T21:35:14.000+0000,005OH000004Ir1xYAC,2025-11-27T21:35:15.000+0000,005OH000004Ir1xYAC,2025-11-27T21:35:15.000+0000,(437)988-2748,,neerajgiri@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmsQyYAI,False,,24108652,0030A0000029oaOQAQ,0010A000002wBCvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:23:03.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T22:23:03.000+0000,005OH00000BfjndYAB,2025-11-27T22:23:04.000+0000,005OH00000BfjndYAB,2025-11-27T22:23:04.000+0000,(250)860-1900,(250) 980-8901,tkennelly@valleyfirst.com,(250)860-4148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmsUGYAY,False,,24108716,0030A0000029oaOQAQ,0010A000002wBCvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:25:14.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T22:25:14.000+0000,005OH00000BfjndYAB,2025-11-27T22:25:14.000+0000,005OH00000BfjndYAB,2025-11-27T22:25:14.000+0000,(250)860-1900,(250) 980-8901,tkennelly@valleyfirst.com,(250)860-4148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmtBoYAI,False,,24109419,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:48:19.000+0000,False,False,005OH000005URvxYAG,2025-11-27T22:48:19.000+0000,005OH000005URvxYAG,2025-11-27T22:48:19.000+0000,005OH000005URvxYAG,2025-11-27T22:48:19.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmtEzYAI,False,,24108099,0030A0000029l4AQAQ,0010A000002w8GaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:05:48.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T22:05:48.000+0000,005OH00000BfonJYAR,2025-11-27T22:05:48.000+0000,005OH00000BfonJYAR,2025-11-27T22:05:48.000+0000,(604)831-0560,,jchu22@hotmail.com,(604)271-4863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmti0YAA,False,,24107129,003G0000018f7ykIAA,0010A000002wQ4hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,follow up,Medium,"**EMAIL**

Good afternoon Mike,

I wanted to follow up with you as our team received a report request from Canadian Operations – Wealth team. Could you please let us know what type of report are you looking for?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Julie,

I will follow up with the advisor to determine what type of report they are looking for.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 25, 2025 3:26 PM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Cc: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Thank you, they have confirmed they have reached out to this email a couple of times, but they are not getting the report they are looking for.  They were hoping someone could reach out and work with them. I can provide this email again. 

Thank you 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Rowland, Colleen <Colleen.Rowland@canadalife.com> 
Sent: November 25, 2025 3:24 PM
To: Shearing, Julie <Julie.Shearing@canadalife.com>
Cc: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM (on behalf of Mike Shawn) /Case23591644

Hi Julie, 

They can contact BusinessReporting BusinessReporting@canadalife.com directly, who will provide the report. 

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Shearing, Julie <Julie.Shearing@canadalife.com> 
Sent: November 25, 2025 3:22 PM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: FW: AUM (on behalf of Mike Shawn) /Case23591644

Hi Colleen, the advisor office has reached out to me again, they are hoping someone can contact them directly to discuss the report they would like to request 

Thank you 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Julie Shearing
Associate Manager
Canadian Operations - Wealth
Ph: 226-316-1276

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-27T21:42:45.000+0000,False,False,005OH0000071DK9YAM,2025-11-27T21:42:45.000+0000,005OH0000071DK9YAM,2025-11-27T21:42:46.000+0000,005OH0000071DK9YAM,2025-11-27T21:42:46.000+0000,(204) 272-9670,(204) 960-1696,mike@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmu9QYAQ,False,,24107844,0030A00000BHpG4QAL,0010A00000Bs4ISQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for final authentication,True,2025-11-27T22:20:40.000+0000,False,False,005OH00000BFPZHYA5,2025-11-27T21:59:14.000+0000,005OH00000BFPZHYA5,2025-11-27T22:20:40.000+0000,005OH00000BFPZHYA5,2025-11-27T22:20:40.000+0000,(905)597-3669,(416) 832-8650,carriexue@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmuRLYAY,False,,24108834,0030A00000BJUg9QAH,0010A00000BtphIQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:29:04.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T22:29:04.000+0000,005OH000004Ir1xYAC,2025-11-27T22:29:05.000+0000,005OH000004Ir1xYAC,2025-11-27T22:29:05.000+0000,(403)618-4628,,harvey@harstinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmuaqYAA,False,,24106957,003G0000018f6YyIAI,0010A000002wOW3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy in Workspace,Medium,"****DDS****11/28/25 

Provided steps to the user on how to search for a client using their policy# or last name in WS with screenshots
Provided steps on how to edit client details in WS

****DDS****11/27/25 

User was unable to locate a new client in WS - provided steps and a screenshot to show that the user has been added in their book of business 
 
==================================================================================================
 
****Email Chain****

Bonjour Diane,

Merci pour votre courriel. 

Veuillez entrer le nom de famille Normandin dans la barre de recherche a droite et ensuite cliquer sur son nom comme indiquée : 

 

Cela vous ramènera sur la page de Renseignement sur le client et sur cette page, vous pouvez faire les modifications en cliquant sur l’onglet Modifier les renseignements sur le client.

 

 


S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 







From: Diane Bonin <diane.bonin@conseilsfinanciersdb.ca> 
Sent: November 27, 2025 3:22 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: NORMANDIN JOSÉE - 411235104 - Cas 24106957
Importance: High

Voici ce qui apparait si je fais ma recherche avec son nom. Parce qu’il est rare que j’utilise le no du contrat pour chercher un client. Aussi, son prénom est ‘’Josée’’ et non Jos E – peut-on corriger cela ? Merci ! Diane Bonin, Conseils financiers
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Voici ce qui apparait si je fais ma recherche avec son nom.  Parce qu’il est rare que j’utilise le no du contrat pour chercher un client.

Aussi, son prénom est ‘’Josée’’ et non Jos E – peut-on corriger cela ?

Merci !


Diane Bonin, Conseils financiers
Conseillère en sécurité financière
 
125F rue Lamartine
Repentigny  QC  J6A 8E9
Cellulaire :  (514) 812-7753
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié.   Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.   Merci.   À noter :  Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.   If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.   Thank you.   Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 



De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 27 novembre 2025 16:39
À : Diane Bonin <diane.bonin@conseilsfinanciersdb.ca>
Objet : RE: NORMANDIN JOSÉE - 411235104 - Cas 24106957

Bonjour Diane,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la police# 411235104.

Nous voyons dans nos systèmes que cette cliente a été ajouté correctement dans votre bloc d’affaire et figure aussi dans votre compte Espace Affaires. Veuillez entrer le numéro de la police dans la barre de recherche juste à côté de vos initiales, et ensuite cliquer sur soit le nom de l’actif ou nom du compte pour voir plus de détails. Veuillez consulter la capture d’écran ci-dessous :

 

S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Diane Bonin <diane.bonin@conseilsfinanciersdb.ca> 
Sent: November 26, 2025 11:53 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] TR: NORMANDIN JOSÉE - 411235104

Bonjour, Je viens d’ajouter cette cliente a mon bloc d’affaire mais son nom n’apparait pas sur Espace Affaires. Que doit-on faire ? Merci ! Diane Bonin, Conseils financiers Conseillère en sécurité financière 125F rue Lamartine Repentigny QC

Bonjour,

Je viens d’ajouter cette cliente a mon bloc d’affaire mais son nom n’apparait pas sur Espace Affaires.  Que doit-on faire ?

Merci !


Diane Bonin, Conseils financiers
Conseillère en sécurité financière
 
125F rue Lamartine
Repentigny  QC  J6A 8E9
Cellulaire :  (514) 812-7753
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié.   Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.   Merci.   À noter :  Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.   If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.   Thank you.   Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 



De : Coutu, Caroline <Caroline.Coutu@canadavie.com> 
Envoyé : 26 novembre 2025 13:15
À : Diane Bonin <diane.bonin@conseilsfinanciersdb.ca>
Objet : RE: NORMANDIN JOSÉE - 411235104

Bonjour,
 
De notre côté tout est beau, vous devez contacter 1-888-994-4516 ou Soutien_EspacesAffaires@canadavie.com.
 
N’hésitez pas à me contacter pour toute question ou information complémentaire. 
Sincères salutations,
 
CAROLINE COUTU
Spécialiste principal du service à la clientèle | Gestion du Patrimoine, Exploitation Canada (M-1110)
Caroline.Coutu@canadavie.com | 438 316-4993
 
 
Rendez-vous au : canadavie.com | Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
 
De : Diane Bonin <diane.bonin@conseilsfinanciersdb.ca> 
Envoyé : November 26, 2025 11:25 AM
À : Coutu, Caroline <Caroline.Coutu@canadavie.com>
Objet : [EXT] RE: NORMANDIN JOSÉE - 411235104
 
Bonjour Caroline, Lorsque je vérifie ce dossier sous workspace – rien ne sort. Ce n’est pas normal. Merci de m’aviser si il manque quelque chose. Diane Bonin, Conseils financiers Conseillère en sécurité financière 125F rue
Bonjour Caroline,
 
Lorsque je vérifie ce dossier sous workspace – rien ne sort.  Ce n’est pas normal.
 
Merci de m’aviser si il manque quelque chose.
 
 
Diane Bonin, Conseils financiers
Conseillère en sécurité financière
 
125F rue Lamartine
Repentigny  QC  J6A 8E9
Cellulaire :  (514) 812-7753
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié.   Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.   Merci.   À noter :  Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.   If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.   Thank you.   Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
 
 
De : Diane Bonin 
Envoyé : 14 novembre 2025 16:28
À : 'Coutu, Caroline' <Caroline.Coutu@canadavie.com>
Objet : RE: NORMANDIN JOSÉE - 411235104
 
L’enfant n’a pas de père ‘’officiel’’ pour le moment et la mère n’a pas de testamnet.  C’est pour cela que j’ai mis le nom de sa grand-mère de l’enfant.
 
De : Coutu, Caroline <Caroline.Coutu@canadavie.com> 
Envoyé : 14 novembre 2025 14:16
À : Diane Bonin <diane.bonin@conseilsfinanciersdb.ca>
Objet : NORMANDIN JOSÉE - 411235104
 
Bonjour,
 
Nous avons bien reçu la proposition pour le CELI de la cliente en titre.
 
Veuillez noter que :
 
 
 
N’hésitez pas à me contacter pour toute question ou information complémentaire. 
Sincères salutations,
 
CAROLINE COUTU
Spécialiste principal du service à la clientèle | Gestion du Patrimoine, Exploitation Canada (M-1110)
Caroline.Coutu@canadavie.com | 438 316-4993
 
 
Rendez-vous au : canadavie.com | Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T21:38:55.000+0000,False,False,005OH0000097FtCYAU,2025-11-27T21:38:55.000+0000,005OH0000097FtCYAU,2025-11-28T18:37:38.000+0000,005OH0000097FtCYAU,2025-11-28T18:37:38.000+0000,(514)812-7753,(514) 812-7753,diane.bonin@conseilsfinanciersdb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmuasYAA,False,,24108061,003G0000018f7HlIAI,0010A000002wPN2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"***DDS 2025-11-27***
User was trying to login and encountered ERR-W1283.
DDS authenticated user, unlocked account and assisted with password reset.
 
================================================================================
****Email Chain**

Hello Jim,

It was a pleasure speaking to you earlier regarding your Workspace password reset issues. We’re happy we were able to assist you in resetting your password after authenticating you.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T22:18:03.000+0000,False,False,005OH00000AX0rVYAT,2025-11-27T22:04:37.000+0000,005OH00000AX0rVYAT,2025-11-27T22:18:03.000+0000,005OH00000AX0rVYAT,2025-11-27T22:18:03.000+0000,(604)438-1232X268,(604) 838-1132,jim.low@4pillarsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmv8iYAA,False,,24106982,0035o0000052uRHAAY,0015o000005bf2zAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:39:39.000+0000,False,False,005OH000006owoYYAQ,2025-11-27T21:39:39.000+0000,005OH000006owoYYAQ,2025-11-27T21:39:39.000+0000,005OH000006owoYYAQ,2025-11-27T21:39:39.000+0000,(306)737-4646,,kevinm@wolfondfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmvNKYAY,False,,24108407,0030A0000029ppkQAA,0010A000002wCCEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:15:08.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T22:15:08.000+0000,005OH00000BfjndYAB,2025-11-27T22:15:08.000+0000,005OH00000BfjndYAB,2025-11-27T22:15:08.000+0000,(250)423-3122,,,(250)423-3143,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmxKFYAY,False,,24107803,0030A000007zv5uQAA,0010A000008sOyXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:58:14.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T21:58:14.000+0000,005OH00000BfjndYAB,2025-11-27T21:58:15.000+0000,005OH00000BfjndYAB,2025-11-27T21:58:15.000+0000,(250)417-0033,(250) 417-0033,chance@gpsbc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmxVSYAY,False,,24106257,0030A000009QU0uQAG,0010A00000AT7NXQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:23:56.000+0000,False,False,0055o000001NWfMAAW,2025-11-27T21:23:56.000+0000,0055o000001NWfMAAW,2025-11-27T21:23:56.000+0000,0055o000001NWfMAAW,2025-11-27T21:23:56.000+0000,(647)376-6128,,joannachen@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmzQtYAI,False,,24107835,0035o000007N70BAAS,0015o0000084fyJAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"KB0020560 - User is receiving error message when trying to sign in. User tried self-guide but the email link was not being sent. 
Authenticated user with the following: 
Authentication 
Code: H9032
Email: charmyzhao@elitewmg.com 
Phone: 604-276-8081 
Hub Financial 

KB0020952 - User Salesforce is showing as inactive and was off boarded. Sent an email to AN Digital Support.
**********11/28/28***********
AN Digital Support confirm they have activated the account
**********************************************************


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 10:34 AM
To: charmyzhao@elitewmg.com
Subject: RE: Workspace Support C24107835- Sign in

Good morning, Qiaomin

Thank you for your patience with this matter. It is greatly appreciated. 
 
We have received an update from the Digital Lab team regarding this mater; they have made the required correction in their admin systems. 

You will now be able to reset your password, and the link should be sent to your email now when you click on “Reset password”. If you are having any issues and would like assistance over the phone, please provide your phone number and a date and time I can give you a call back to assist you with signing into your Workspace account. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 5:29 PM
To: charmyzhao@elitewmg.com
Subject: Workspace Support C24107835- Sign in

Good afternoon, Qiaomin

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace account!
 
Regarding your Workspace account, we have escalated the issue to the Digital team. Thank you for your patience as we investigate this matter as soon as we get an update, we will reach out to you. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


**************************************************************



From: AN Digital Support <ANDigitalSupport@canadalife.com> 
Sent: November 28, 2025 8:58 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Support C24107835- Offboarded 

Good Morning Antia,

It appears they were previously terminated but became active again with a new code. 

I’ve reactivated the user record, if they need to change the email address please authenticate and assist them.

Charles
Business Systems Specialist
Digital Platform Operations
Digital Experience
E: ANdigitalsupport@canadalife.com

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 5:27 PM
To: AN Digital Support <ANDigitalSupport@canadalife.com>
Subject: Workspace Support C24107835- Offboarded 

Good afternoon, 

I just wanted to request to see if the user was offboarded correctly. 

If so, can we please onboard the user if applicable, as they have an active code. 

Advisor’s name: QIAOMIN ZHAO
URL: 0035o000007NchJAAS

Please let me know if you need any further information. 

Thank you! 

Antia J  
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Antia.Jeyaseelan@canadalife.com
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-27T22:30:33.000+0000,False,False,005OH00000BG5v4YAD,2025-11-27T21:59:05.000+0000,005OH00000BG5v4YAD,2025-11-28T15:39:01.000+0000,005OH00000BG5v4YAD,2025-11-28T15:39:01.000+0000,(604)276-8081X103,(236) 967-2092,charmyzhao@elitewmg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmzgzYAA,False,,24107587,0030A0000029jLvQAI,0010A000002w6snQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:52:45.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T21:52:45.000+0000,005OH00000BfonJYAR,2025-11-27T21:52:46.000+0000,005OH00000BfonJYAR,2025-11-27T21:52:46.000+0000,(778)928-1808,,myles@aikenheadfiduciary.com,(604)685-9666,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gmzx8YAA,False,,24107426,0030A0000029nXQQAY,0010A000002wANyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:49:32.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T21:49:32.000+0000,005OH00000BfjndYAB,2025-11-27T21:49:33.000+0000,005OH00000BfjndYAB,2025-11-27T21:49:33.000+0000,(604)324-1537,,connie_lio@yahoo.com,(604)324-1563,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gn0ZqYAI,False,,24107369,0030A00000BHpG4QAL,0010A00000Bs4ISQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"Assisted  the advisor in resetting the MFA.
================
Hi Carrie,

Thank you for contacting the workspace support about resetting your multi-factor authenticator /MFA

We were able to reset your password first as well as resetting your MFA successfully. We also confirm that you regain access to your workspace this time.

I do appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-27T22:19:19.000+0000,False,False,005OH00000BFPZHYA5,2025-11-27T21:48:05.000+0000,005OH00000BFPZHYA5,2025-11-27T22:26:09.000+0000,005OH00000BFPZHYA5,2025-11-27T22:26:09.000+0000,(905)597-3669,(416) 832-8650,carriexue@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gn2DQYAY,False,,24108722,0030A000005RC17QAG,0010A000006AZdIQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:25:22.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T22:25:22.000+0000,005OH00000BfonJYAR,2025-11-27T22:25:22.000+0000,005OH00000BfonJYAR,2025-11-27T22:25:22.000+0000,(604)276-8081,(604) 649-6830,dickielam@elitewmg.com,(800)935-4832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gn2i4YAA,False,,24108760,0030A0000029nQuQAI,0010A000002wAIVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:26:38.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T22:26:38.000+0000,005OH00000BfjndYAB,2025-11-27T22:26:38.000+0000,005OH00000BfjndYAB,2025-11-27T22:26:38.000+0000,(604)249-1101,,vicky.wong@jmins.com,(604)606-3399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gn40gYAA,False,,24109488,003OH00000HMDHtYAP,001OH00000LP3DFYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:50:32.000+0000,False,False,005OH000005URvxYAG,2025-11-27T22:50:32.000+0000,005OH000005URvxYAG,2025-11-27T22:50:33.000+0000,005OH000005URvxYAG,2025-11-27T22:50:33.000+0000,(780)953-3399,,dannytatszeto@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gn4QVYAY,False,,24107559,003G0000018f7BjIAI,0010A000002wPFhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CRM Decom Known Issue - Do Not Have Access error when trying to download - WSL,Medium,"*** DDS 28NOV2025 ***

forwarded to escalations as per KB0023359
-------------------------------------
User: Amy Lee
Email: amy@amy-lee.ca
Salesforce ID: 0050A000001gNDDQA2
Issue:
Advisor attempted to download CRM data extract from Workspace. When clicking the download link, they were redirected to a SharePoint page and received the error message:
""You need permission to access this item.""
Actions Taken:

Confirmed advisor is using correct Workspace email.
Cleared browser cache and cookies.
Closed all browser windows and restarted the browser.
Logged back into Workspace and retried download link.
Issue persists after troubleshooting steps.

Next Step:
Escalate to Workspace Service Leader team for review and resolution.

=================================emails============================
Hi @Workspace Service Leaders,

We are escalating an issue where an advisor is unable to download their CRM data extract. Below are the details:

User Details:
•	Name: Amy Lee
•	Email: amy@amy-lee.ca
•	Salesforce ID: 0050A000001gNDDQA2

Issue Summary:

The advisor clicked the CRM data download link in Workspace and was redirected to a SharePoint page displaying the error:
""You need permission to access this item.""

Troubleshooting Completed:

•	Verified correct Workspace email was used.
•	Cleared browser cache and cookies.
•	Closed all browser windows and restarted the browser.
•	Logged back into Workspace and retried download link.
•	Issue persists after these steps.
•	
Please advise on next steps or re-enable access if required.
Thank you,



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.





Hi Amy,. 

As discussed, we’ve escalated your CRM download issue to our second level support team. 

We will communicate with you once an update is available. 

Have a wonderful day. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T17:39:45.000+0000,False,False,005OH000006wv2TYAQ,2025-11-27T21:52:16.000+0000,0055o000001zVCKAA2,2025-11-28T17:39:45.000+0000,005OH000006wv2TYAQ,2025-11-28T17:39:45.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gn5klYAA,False,,24108123,0030A0000029atZQAQ,0010A000002vzxAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:06:33.000+0000,False,False,005OH000005URvxYAG,2025-11-27T22:06:33.000+0000,005OH000005URvxYAG,2025-11-27T22:06:33.000+0000,005OH000005URvxYAG,2025-11-27T22:06:33.000+0000,(780)945-2887,,glenn.office@uniserve.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gn6vJYAQ,False,,24107515,0030A0000029pW3QAI,0010A000002wBx8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:51:19.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T21:51:19.000+0000,005OH000004Ir1xYAC,2025-11-27T21:51:20.000+0000,005OH000004Ir1xYAC,2025-11-27T21:51:20.000+0000,(403)618-5144,,hoodgail532@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gn85tYAA,False,,24107730,0030A00000A0XW2QAN,0010A00000AZhqCQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T21:56:28.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T21:56:28.000+0000,005OH00000BfjndYAB,2025-11-27T21:56:28.000+0000,005OH00000BfjndYAB,2025-11-27T21:56:28.000+0000,(604)746-1560,,jerod.symchych@holliswealth.com,(604)746-1562,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gn8QvYAI,False,,24109123,0030A00000CghpJQAR,0010A00000DICXyQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:38:22.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T22:38:22.000+0000,005OH000004Ir1xYAC,2025-11-27T22:38:22.000+0000,005OH000004Ir1xYAC,2025-11-27T22:38:22.000+0000,(587)500-9438,,diagnorah_subero@nwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gn9wRYAQ,False,,24110675,0030A0000029aEVQAY,0010A000002vzQyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login/MFA assistance,Medium,"*11/27*
----------------

KB0021888  
Ashley Huang
C6415
i tried to use the workspace, entered login information. they have sent an email to my email address, when i clicked verify, it's saying its the wrong password 


*email*
----------------
Good afternoon Ashley, 

Thank you for contacting the Workspace Support Team with your MFA and log in inquiry. 

You wanted to log into Workspace but were received invalid combination of ID password and association. We were able to walk you through the password reset process successfully and guide you through the set up with MFA, you were able to successfully log into Workspace. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T01:07:41.000+0000,False,False,005OH000008919xYAA,2025-11-27T23:43:56.000+0000,005OH000008919xYAA,2025-11-28T01:07:41.000+0000,005OH000008919xYAA,2025-11-28T01:07:41.000+0000,(778)859-2188,,ashleyhuang11@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnBBpYAM,False,,24108273,0030A0000029atZQAQ,0010A000002vzxAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:10:46.000+0000,False,False,005OH000005URvxYAG,2025-11-27T22:10:46.000+0000,005OH000005URvxYAG,2025-11-27T22:10:46.000+0000,005OH000005URvxYAG,2025-11-27T22:10:46.000+0000,(780)945-2887,,glenn.office@uniserve.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnBgTYAU,False,,24108347,0030A0000029YTeQAM,0010A000002vxtjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:13:29.000+0000,False,False,005OH000005URvxYAG,2025-11-27T22:13:29.000+0000,005OH000005URvxYAG,2025-11-27T22:13:29.000+0000,005OH000005URvxYAG,2025-11-27T22:13:29.000+0000,(403)347-9457,,afs.reddeer@telus.net,(403)347-0054,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnDPWYA2,False,,24108837,0030A0000029V10QAE,0010A000002vv3aQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:29:14.000+0000,False,False,005OH00000BfonJYAR,2025-11-27T22:29:14.000+0000,005OH00000BfonJYAR,2025-11-27T22:29:14.000+0000,005OH00000BfonJYAR,2025-11-27T22:29:14.000+0000,(604)318-8572,,sunnylee57@yahoo.com,(604)492-0435,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnE02YAE,False,,24108880,0030A00000BB3A7QAL,0010A00000BlM5JQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:30:37.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T22:30:37.000+0000,005OH000004Ir1xYAC,2025-11-27T22:30:37.000+0000,005OH000004Ir1xYAC,2025-11-27T22:30:37.000+0000,(780)758-9615,,frankduan@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnF0vYAE,False,,24108818,0030A0000029mTKQAY,0010A000002w9SyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:28:28.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T22:28:28.000+0000,005OH00000BfjndYAB,2025-11-27T22:28:29.000+0000,005OH00000BfjndYAB,2025-11-27T22:28:29.000+0000,(306)221-7797,,k.werschler@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnFlhYAE,False,,24108947,0030A00000BJUg8QAH,0010A00000BtphHQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:32:33.000+0000,False,False,005OH000004Ir1xYAC,2025-11-27T22:32:33.000+0000,005OH000004Ir1xYAC,2025-11-27T22:32:34.000+0000,005OH000004Ir1xYAC,2025-11-27T22:32:34.000+0000,(403)239-8632,,jeff.herman@edwardjones.com,(866)575-6331,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnG3VYAU,False,,24111128,0030A0000029cm2QAA,0010A000002w1OVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration,Medium,"***DDS 2025-11-27***
User wanted to register for Workspace, but had to leave the call.
DDS started assisting with registration but was unable to complete registration as user had to leave.
 
================================================================================
****Email Chain**
Hello Bryan,

It was a pleasure speaking to you earlier regarding your Workspace registration.

We’re sorry we couldn’t assist you with registering before you had to leave. Please feel free to give us a call back or reply to this email and we would love to assist you in completing your Workspace registration.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T00:22:22.000+0000,False,False,005OH00000AX0rVYAT,2025-11-28T00:14:21.000+0000,005OH00000AX0rVYAT,2025-11-28T00:22:22.000+0000,005OH00000AX0rVYAT,2025-11-28T00:22:22.000+0000,(778)899-5753,,bryan@biig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnGReYAM,False,,24109466,0031600002ERjP7AAL,0010A000002wNB7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Former Gold Key - How to - access request,Medium,"****DDS****11/27/25 

Advisor Jihad Chamoun is unable to access older GWL policies - policy# 232042451 for reference is aligned to M8190 (Gold Key)
Referred advisor to fill the form attached and will follow-up with DM as per KB0021295.
 
============================================================================================= 
 
****Email Chain****

Hi Estelle,

Thank you for contacting Workspace Support regarding the policy# 232042451.

We've identified that the policy you are inquiring about is a former Gold Key policy that will not be accessible in the advisor’s existing Workspace access for MGA business. Please have the advisor complete this form, our Distribution Methodology will review and advise if the advisor can obtain a Workspace account for their former Gold Key business.

If you have additional questions or require further support, please do not hesitate to let us know.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Allard, Estelle <Estelle.Allard@canadavie.com> 
Sent: November 27, 2025 12:07 PM
To: technical.support@fundserv.com; Workspace Support <WorkspaceSupport@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Urgent: Assistance Needed for Advisor Access
Importance: High

Hello everyone,

Could you please assist advisor Jihad Chamoun (j.chamoun.tds@gmail.com) in accessing his clients’ accounts on our platform?

He is specifically trying to view client statements for older GWL policies.

The most urgent case is policy #23204251 for Georges Yazigi.

Could you confirm the steps he should follow to access his clients’ policies?

Thank you for your support,


Estelle Allard
Associée régionale des ventes internes, Gestion du Patrimoine
Regional Inside Sales Associate, Wealth Management
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
estelle.allard@CanadaVie.com
Bureau : (438) 817-2528

 


Rendez-vous au : canadavie.com   Regardez notre dernière annonce
Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-27T23:19:23.000+0000,False,False,005OH0000097FtCYAU,2025-11-27T22:49:50.000+0000,005OH0000097FtCYAU,2025-11-27T23:19:23.000+0000,005OH0000097FtCYAU,2025-11-27T23:19:23.000+0000,(438) 878-0318,(514) 815-7228,j.chamoun.tds@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnIoPYAU,False,,24109349,0030A0000029YU5QAM,0010A000002vxu0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T22:46:10.000+0000,False,False,005OH000005URvxYAG,2025-11-27T22:46:10.000+0000,005OH000005URvxYAG,2025-11-27T22:46:11.000+0000,005OH000005URvxYAG,2025-11-27T22:46:11.000+0000,(780)432-8139,,tpfeiffer@firstfoundation.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnMgjYAE,False,,24109634,003G0000018f7BsIAI,0010A000002wPFqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Direct Training Request (Advisor),Medium,"Bonjour, 
 
Merci d’avoir communiqué avec l’équipe de soutien de l’Espace affaires pour planifier une séance de formation. 
 
Pour réserver une séance de formation sur l’espace de travail, veuillez fournir ce qui suit :
 
• Quelques dates et heures pour réserver la séance de formation
• Le meilleur numéro pour vous joindre 
• Votre fuseau horaire
• Tout sujet sur lequel vous aimeriez recevoir de la formation au cours de cet appel (si rien de précis, nous ferons un survol de Espace et de ses caractéristiques)
 
Passez une merveilleuse journée. 😊
 
J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, November 25, 2025 4:38 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: julie moreau Topic: Soutien de l’Espace affaires Would you like additional training on Workspace/Salesforce?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: julie moreau
Topic: Soutien de l’Espace affaires
Would you like additional training on Workspace/Salesforce? Oui
What can we help you learn more about in Workspace?:",True,2025-11-27T22:55:51.000+0000,False,False,0055o000001zVCKAA2,2025-11-27T22:55:51.000+0000,0055o000001zVCKAA2,2025-11-27T22:55:51.000+0000,0055o000001zVCKAA2,2025-11-27T22:55:51.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnO4GYAU,False,,24110453,0030A0000029bnQQAQ,0010A000002w0eRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T23:33:40.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T23:33:40.000+0000,005OH00000BfjndYAB,2025-11-27T23:33:41.000+0000,005OH00000BfjndYAB,2025-11-27T23:33:41.000+0000,(604)273-0214,,,(604)273-0287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnPEpYAM,False,,24111466,0030A0000029mWNQAY,0010A000002w9VwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T00:40:32.000+0000,False,False,0050A000001rl3wQAA,2025-11-28T00:40:32.000+0000,0050A000001rl3wQAA,2025-11-28T00:40:32.000+0000,0050A000001rl3wQAA,2025-11-28T00:40:32.000+0000,(604)786-8717,,wealthconsultantsinc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnRNBYA2,False,,24111309,0030A0000029cm2QAA,0010A000002w1OVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MGA Account Registration,Medium,"Hi Bryan, 

I am glad I was able to help you go through your Workspace account registration. 

If you have any questions or issues with your account, feel free to reach out to us by email or by giving us a call. 

Have a wonderful day. 

I’m aiming to ensure you’re completely satisfied with our service. Could you spare a few seconds to fill out our survey? It’s a small favor that aids me greatly : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: CL Workspace Support 
Sent: Thursday, November 27, 2025 4:36 PM
To: 'bryan.j.panganiban@sunlife.com' <bryan.j.panganiban@sunlife.com>
Subject: Phone Call - Workspace MGA Account Registration

Hi Brian, 

Thank you for contacting Workspace Support.  

There are two registrations required to access Workspace MGA accounts: 

•	User ID registration (this step already has been done)
•	Workspace account registration (this step hasn’t been done yet). 

You will find below the instructions on how to register to your Workspace account MGA account. 

You will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
•	Your compensation code
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en

If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting and we will schedule a call to help you. 

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T00:46:58.000+0000,False,False,0055o000001zVCKAA2,2025-11-28T00:27:40.000+0000,0055o000001zVCKAA2,2025-11-28T00:46:58.000+0000,0055o000001zVCKAA2,2025-11-28T00:46:58.000+0000,(778)899-5753,,bryan@biig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnUzHYAU,False,,24110379,0030A0000029bsWQAQ,0010A000002w0iyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T23:29:47.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T23:29:47.000+0000,005OH00000BfjndYAB,2025-11-27T23:29:47.000+0000,005OH00000BfjndYAB,2025-11-27T23:29:47.000+0000,(604)323-2993,(604) 813-9212,ma9212@telus.net,(604)323-2993,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnYI5YAM,False,,24110496,0030A0000029Z9gQAE,0010A000002vyUHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-27T23:35:52.000+0000,False,False,005OH00000BfjndYAB,2025-11-27T23:35:52.000+0000,005OH00000BfjndYAB,2025-11-27T23:35:53.000+0000,005OH00000BfjndYAB,2025-11-27T23:35:53.000+0000,(604)560-5595,,steve@tatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000gnZZ9YAM,False,,24110765,0031600002Ruv3HAAR,0010A000002wNuUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"Bonjour Sébastien,

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  


Malheureusement les pages de client avec des cotitulaires ne peuvent pas être fusionner dans Espace affaires en raison d’une limitation dans la base de données de systèmes utilisées par Espace affaires.

Nous ne pourrons donc pas faire la fusion de ces comptes.

Bonne fin de journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  




From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Friday, November 7, 2025 10:50 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Sébastien Lamy (sebastien@ 4isf. ca) has submitted a merge issue. Client details: First name: Aryelle Brais et Félix Perrier Middle name (if applicable): Last name: Aryelle Brais et Félix Perrier DOB: 10 juin
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Sébastien Lamy (sebastien@4isf.ca) has submitted a merge issue.
 
Client details:
First name: Aryelle Brais et Félix Perrier
Middle name (if applicable): 
Last name: Aryelle Brais et Félix Perrier
DOB: 10 juin 1996
Policy Number(s): 69094311P, 60768173P
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000bftcvYAA/aryelle-brais-felix-perrier
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000c2ZX6YAM/aryelle-brais-felix-perrier
URL 3: 
URL 4: 
Additional details: Les 2 cotitulaires ont 2 polices Canada Vie pour leurs 2 enfants, mais ils apparaissent séparément dans WorkSpace.",True,2025-11-27T23:50:24.000+0000,False,False,0055o000001zVCKAA2,2025-11-27T23:50:24.000+0000,0055o000001zVCKAA2,2025-11-27T23:50:25.000+0000,0055o000001zVCKAA2,2025-11-27T23:50:25.000+0000,(514)475-3314,,sebastien@4isf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,126.0
500OH00000goOVHYA2,False,,24112806,0030A00000BgA3EQAV,0010A00000CGKmTQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Reset Password,Medium,"user received err-W1283
using KB0017399 
Authenticated user and reset password.

Email===========
Bonjour Pierre,

Merci d’avoir contacté le support de l’espace concernant votre soucis votre access de l’espace d’affaire, J'ai vraiment apprécié notre échange.

pendant notre appel, nous avons réinitialisé votre mot de passe, ce qui vous a permis de sélectionner un nouveau mot de passe et d’accéder à votre espace d’affaire avec succès.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T13:31:38.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-28T13:22:28.000+0000,005OH00000AZ3ZxYAL,2025-11-28T13:31:38.000+0000,005OH00000AZ3ZxYAL,2025-11-28T13:31:38.000+0000,(418)662-5006X113,,pierre.corriveau@cfdl.ca,(581)216-2524,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000goOgXYAU,False,,24112759,0030A0000029jpjQAA,0010A000002w7H3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Nov 28th, 2025 ***
User could not verify email so I helped him with the ""ghost button"" issue. Then helped him setup MFA and connect to his account.
==============
Good morning Pat,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call I indicated how to verify the email address, sign in and connect the Google Authenticator to your account.

If you have any questions, don’t hesitate to reach out and we will gladly help you.

I’m glad I was able to assist you today finishing registering to Workspace. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-28T13:32:25.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-28T13:20:05.000+0000,005OH00000AbJ7aYAF,2025-11-28T13:32:25.000+0000,005OH00000AbJ7aYAF,2025-11-28T13:32:25.000+0000,(905)877-3535,,piccipa@bell.net,(905)877-0800,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000goPcZYAU,False,,24113522,0030A0000029jC3QAI,0010A000002w6kNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't login to Workspace,Medium,"Caller Name: Scott Gable
Advisor or support staff: Advisor 
Advisor Code: B7264 MGA not active. D5951 active. E3657
Advisor Name: Scott Gable	
Phone: 604-313-5313
Email: scott@conceptgroupfinancial.com		
1. Siebel verification: Completed
2. NOV ROTATION 1 QUESTIONS ASKED & CONFIRMED AS PER SIEBEL: also verified what i saw with Jennifer on Assist desk
Issue: Client needs client summaries but can't login to Workspace

FINDINGS: 
SF shows test dummy, he needs to register for Workspace
he provided his repnet user ID scottgable
checked ISAM, found scottgable@clext is active and tied to the email he provided.

RESOLUTION: did a logmein session. he had already done his password reset for repnet prior to calling
had him go through the Workspace registration. he setup microsoft authenticator. he signed in, had him sign out to test.
sent follow up.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001mLUbAAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HB13AAG%26cntc%3D0035o000004HB13AAG%26id%3D0055o000001mLUbAAM



--------------------------------------***DDS  11/28/2025***--------------------------
Hello Scott,

Thank you for contacting Workspace Support regarding your Workspace account registration. 
 
It was a pleasure speaking with you! 
 
To recap, during our LogMeIn session we went through your account registration and connected your Microsoft authenticator app and you were able to login successfully Workspace. 
 
We made sure to test by logging out and back in. 
 
Don’t hesitate to reach out if there is anything I can assist with in the future.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T14:21:02.000+0000,False,False,005OH00000AUS7aYAH,2025-11-28T13:54:04.000+0000,005OH00000AUS7aYAH,2025-11-28T14:21:02.000+0000,005OH00000AUS7aYAH,2025-11-28T14:21:02.000+0000,(604)939-2345,,scott@conceptgroupfinancial.com,(604)939-2350,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000goVA8YAM,False,,24114108,0030A000008VYrFQAW,0010A000009PopHQAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate Request,Medium,"see 24114052

Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	N/A N/A
Client Name:	N/A
Caller Name:	Christine Kessel
Caller Relationship:	Advisor
Advisor Code:	14187
Caller authenticated?	Yes
Language:	English
Send To:	wealthreportingsupport@canadalife.com

Acknowledgement call required?	No
Correspond By:	Email
Caller's Phone Number:	
Caller's Fax #	
Caller's Email Address:	ckessel@sasktel.net

Caller's Mailing Address:	
Date of Birth:	
Permission to leave voicemail?	
Email Security Permission?	Yes
Referral Reason:	Other
Follow-up #	None
Submitter Employee ID:	LL71097

Additional Details:
The AOR is requesting a client listing for her code 14187. 

________________________________________
**This email is being sent from a general delivery mailbox. Please do not reply to this email - Replies are not monitored. If further clarification is required, please email Call Centre Feedback.**",True,2025-11-28T14:13:23.000+0000,False,False,005OH0000088z1hYAA,2025-11-28T14:13:23.000+0000,005OH0000088z1hYAA,2025-11-28T14:13:24.000+0000,005OH0000088z1hYAA,2025-11-28T14:13:24.000+0000,(306)536-7139,,ckessel@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000goWCdYAM,False,,24114052,0030A0000029XC7QAM,0010A000002vwq8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,"Hello Christine,

Our team has received your request to provide Client Listings report for Advisor code 14187. 
Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Christine,
Thank you for contacting The Wealth Reporting Support team. Scroll down to follow instructions on how to open the encrypted email to access excel spreadsheet.  This is the only way we are authorized to send reports to maintain privacy and security laws.  If you are not getting the email one time password, please check spam/junk folder or contact your ISP service provider. 
As mentioned in my previous email, please see below for your Excel file password(s):
7NHOU12G9R 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
INSTRUCTIONS OPENING ENCRYPTED EMAIL

The email that has the subject line of:  Client Listing Report – 24114052 is an encrypted email.  To open this email, you will need a one-time passcode that gets emailed to you by Microsoft Office 365. 

In your email it should look like something like this


1.	Please double click or allow images to view the encrypted email message fully as it will not be shown as preview. Below is an example error message.
 
                
 
2.	Once  “Click Here” is displayed. Please follow the prompts to view the encrypted email message. If not, you can still click on the area to open the link.

A separate code sent to your inbox or mobile device from your email service (ex. Microsoft/Google) 
i.	Please allow a few minutes or more for your email service to send the code as it will only accept the most recent code (check spam/junk folder if not in inbox)
ii.	Please copy and paste the code to eliminate any mishaps

 

 
3.	Once you have access to view the encrypted message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password provided.
The only time you input the password I provided,  7NHOU12G9R 
a.	 is shown below as reference. (Make sure if you are copy and pasting there’s no extra space)
 
 


The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 














Hi, Christine.  Commissions referred us to Business Reporting for our request.

Business Reporting Team, can you please provide Christine her Book of Business in excel format so she can review and prepare for a buy/sell?
Looking forward to your help on this.  Thanks.

Best regards.

Kristine Song Heng - Nuestro
Business Development Consultant | Western Canada - Prairies
kristine.songhengnuestro@advicecanada.com | 431-813-7449

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”).   
Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Song Heng-Nuestro, Kristine 
Sent: November 27, 2025 2:03 PM
To: Kessel, Christine <ckessel@sasktel.net>
Subject: FW: Voice Mail (2 minutes and 6 seconds)

HI, Christine.  I am in meetings the whole day but I did request for your Client listing.  See attached email.
I sent a follow-up today.

Will update you.

Best regards.

Kristine Song Heng - Nuestro
Business Development Consultant | Western Canada - Prairies
kristine.songhengnuestro@advicecanada.com | 431-813-7449

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”).   
Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: REGINA, SK (External) <noreply@skype.voicemail.microsoft.com> 
Sent: November 27, 2025 1:44 PM
To: Song Heng-Nuestro, Kristine <kristine.songhengnuestro@advicecanada.com>
Subject: Voice Mail (2 minutes and 6 seconds)

hi christine it's christine castle calling i had emailed you back on i guess it was november 7th regarding an issue i'm having trying to wind up my individual business and transfer it to uh trisha uh let user at umm pretty wealth and so we had emailed you on november 7th about trying to get a listing i'm having a terrible time getting a listing of my clients from anywhere at canada life i have tried workspace and workspace business reporting they'll send a file and it's it's i'm not able to open it even with a special code so i'm having i know i have a very small client list it's probably about 10 or 12 policies that i have a couple life policies several seg funds i don't have any mutual funds so i don't know if i'm calling the right place but i would sure appreciate some help i'd like to get this dealt with business transferred also determine if there is any value to my business as far as a price to to for another advisor to purchase it i doubt it but i would like to know that so several things if you could call me back i'd really appreciate it 306-536-7139 i've also been in touch with contracts and compensation and no one seems to be able to help me so i'm getting very frustrated and don't know where to go next i'd appreciate a call back as soon as you can thanks a lot christine bye bye now oh phone number 306-536-7139 also you can e-mail me you might still have that at c and then last name is kessel kessel at sasktel.net my advisor code is 14187 thanks very much bye now
You received a voice mail from REGINA, SK.

________________________________________

Thank you for using Transcription! If you don't see a transcript above, it's because the audio quality was not clear enough to transcribe.

Set Up Voice Mail",True,2025-11-28T14:11:43.000+0000,False,False,005OH0000088z1hYAA,2025-11-28T14:11:43.000+0000,005OH0000088z1hYAA,2025-11-28T14:35:37.000+0000,005OH0000088z1hYAA,2025-11-28T14:35:37.000+0000,(306)536-7139,,ckessel@sasktel.net,(306)536-7139,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000goeBpYAI,False,,24113636,0030A0000029n9LQAQ,0010A000002wA32QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application correction,Medium,"Advisor received a link from Canada life to make corrections to the application. They have been informed to reach out to their NB associate for assistance.
KB0021989  
Hello Grattan,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you were trying to access the link shared by Canada life to make correction. As I have checked, you won’t be able to make any changes as the application has been submitted already. Please contact your new business associate at NBInquiry.Team8@canadalife.com to get assistance.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T14:19:55.000+0000,False,False,005OH00000BFiyTYAT,2025-11-28T13:58:39.000+0000,005OH00000BFiyTYAT,2025-11-28T14:19:55.000+0000,005OH00000BFiyTYAT,2025-11-28T14:19:55.000+0000,(506)857-8055,(506) 644-8450,grattan.cosman@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gof9VYAQ,False,,24113719,003OH00000YLmEKYA1,001OH00000hLMGPYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Nov 28th, 2025 ***
User wants to finish registration but username was created earlier today so I explained the 48 hrs to wait. Advised to try the last steps (included in email) at the beginning of next week and contact us if any issue.
=============
Good morning Bharat,

It was a pleasure speaking with you today to help you finish the registration process for your Workspace account.

Your username was created today, therefore, as it requires up to 48 hours to update in our systems, I would advise to try and finish the registration beginning of next week.

Here are the steps you would follow after going to the workspace sign in page at workspace.canadalife.com 

 

 

 

You will then read review the Terms and Conditions and verify your email address.

The last step will be to sign in with your email address and newly created password.

I’m glad I was able to assist you today with this registration process. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T14:08:30.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-28T14:01:40.000+0000,005OH00000AbJ7aYAF,2025-11-28T14:15:26.000+0000,005OH00000AbJ7aYAF,2025-11-28T14:15:26.000+0000,(905)799-2470X1,,bharratv4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gohHlYAI,False,,24114736,0030A0000076m5GQAQ,0010A000007xXx4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T14:29:24.000+0000,False,False,005OH00000245RQYAY,2025-11-28T14:29:24.000+0000,005OH00000245RQYAY,2025-11-28T14:29:25.000+0000,005OH00000245RQYAY,2025-11-28T14:29:25.000+0000,(514)991-4818,,rongrong.dong@yuanrongwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000goiP9YAI,False,,24117310,0030A0000029iPPQAY,0010A000002w68qQAA,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH000004oiYEYAY,2025-11-28T15:23:38.000+0000,005OH000004oiYEYAY,2025-11-28T15:25:50.000+0000,005OH000004oiYEYAY,2025-11-28T15:25:50.000+0000,(519)804-9269X1112,1112,mike@erbanderbfinancial.com,(519)741-1977,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gomNrYAI,False,,24114230,0030A0000029j50QAA,0010A000002w6e2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA RESET,Medium,"user is the asa of the advisor, she is requesting assistance with the authenticator app,however the workspace account belong to the advisor.
Authentification is required,requested her to have the advisor called or provide availibity.

EMAIL============
Bonjour Liliane,

Merci d’avoir contacté le support de l’espace concernant votre souci avec accès à l'espace d’affaire, ce fut un plaisir de parler avec vous aujourd’hui.

Pendant notre conversation téléphonique, nous faisons remarquer que le conseiller est le propriétaire du compte. Afin que nous puissions réinitialiser l’authentificateur pour lui, nous aurions besoin d'authentifier le conseiller par un appel téléphonique.

Si vous pouvez me fournir 2 de vos créneaux et fuseaux horaires disponibles pour votre conseiller, nous pouvons planifier une heure pour se rencontrer ensemble.

Ou il peut simplement nous appeler quand il est libre.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T14:34:01.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-28T14:16:45.000+0000,005OH00000AZ3ZxYAL,2025-11-28T14:34:01.000+0000,005OH00000AZ3ZxYAL,2025-11-28T14:34:01.000+0000,(514)360-4840,,assurances@equipebgp.com,(514)360-4840,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gon2AYAQ,False,,24115185,0030A0000029ZSsQAM,0010A000002vyjbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T14:39:29.000+0000,False,False,005OH0000084GETYA2,2025-11-28T14:39:29.000+0000,005OH0000084GETYA2,2025-11-28T14:39:30.000+0000,005OH0000084GETYA2,2025-11-28T14:39:30.000+0000,(905)962-9922,,rajsaklani@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gooHfYAI,False,,24116296,0030A0000029ncXQAQ,0010A000002wASSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"Advisor confirmed that he does not have an activation code/RepNet ID yet. Referred to distribution_methodology@canadalife.com.
================

Hi Randal,

Thank you for contacting the workspace support about registering to workspace.

We have identified that you do not have your activation code/ RepNet ID created yet which is very important for you to successfully register to workspace. You may need to send a request to distribution_methodology@canadalife.com to have you activation code created for you. Once created instructions will be included how you can register to workspace. Please give it 3 to 5 business days for them to reply as they are having a volume of request as of this time.

Appreciate your time and understanding on this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T15:16:49.000+0000,False,False,005OH00000BFPZHYA5,2025-11-28T15:03:50.000+0000,005OH00000BFPZHYA5,2025-11-28T15:26:04.000+0000,005OH00000BFPZHYA5,2025-11-28T15:26:04.000+0000,(905)646-5000,,randy.taylor@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gopqRYAQ,False,,24116864,0030A0000029fCyQAI,0010A000002w3QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T15:15:18.000+0000,False,False,005OH0000084GETYA2,2025-11-28T15:15:18.000+0000,005OH0000084GETYA2,2025-11-28T15:15:18.000+0000,005OH0000084GETYA2,2025-11-28T15:15:18.000+0000,(289)244-5883,,mariasaputo@saputofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000goqEbYAI,False,,24117244,003G0000018f71zIAA,0010A000002wP5JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T15:22:12.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T15:22:12.000+0000,005G0000002gxxjIAA,2025-11-28T15:22:12.000+0000,005G0000002gxxjIAA,2025-11-28T15:22:12.000+0000,(450)777-4454,(450) 531-3417,info@gvestrie.ca,(450)777-7148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gorAdYAI,False,,24114921,003G0000018f6wKIAQ,0010A000002wOyCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T14:33:09.000+0000,False,False,005OH00000245RQYAY,2025-11-28T14:33:09.000+0000,005OH00000245RQYAY,2025-11-28T14:33:10.000+0000,005OH00000245RQYAY,2025-11-28T14:33:10.000+0000,(450)970-3026,(514) 424-8111,celine.paret@monarqueconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gorfKYAQ,False,,24116064,003G0000018f75TIAQ,0010A000002wP8nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1918 when opening Investment Centre,Medium,"*** DDS Nov 28th, 2025 ***
User had ERR-W1918 when opening IC. Followed KB0022415 then KB0020563 then KB0020858. Password reset correctly and access is good. Also checked PI with new password, no issue.
=============
Good morning Darren, 

It was a pleasure helping you access Investment Centre and Product illustrations.

During our call I noticed your username was locked. So I set up a temporary password and helped you reset your UserID password. In the end you opened Investment Centre successfully.
This password will be useful when logging in to Product Illustrations but your password to sign in to Workspace remains the same as before.

I’m glad I was able to assist you today access Investment Centre. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-28T15:17:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-28T14:58:53.000+0000,005OH00000AbJ7aYAF,2025-11-28T15:17:13.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:01:57.000+0000,(519)351-0101,,darren@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gos55YAA,False,,24115613,0030A000003uVimQAE,0010A000004uG1JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setup SF Authenticator/Switching,Medium,"Caller Name: Haley Ross 
Advisor or support staff: Advisor support
Advisor Code: F7184 ADSL AND MGA IS C7918
Advisor Name: K GREGORY KEITH	- DUAL CITIZEN
Phone: (506) 977-4691 for adsl and (506) 308-0387 for MGA
Email: haley@wealthplanatlantic.ca, 
greg@wealthplanatlantic.ca	for adsl/seen in Siebel and greg@keithwm.com for mga
1. Siebel verification: completed. 
2. NOV ROTATION 1 QUESTIONS ASKED & CONFIRMED AS PER SIEBEL
Issue: trying to setup SF authenticator app. Advisor there as well.
Has google auth and wants to switch to SF auth

ADVISED HALEY I NEEDED TO SPEAK TO THE ADVISOR.

SPOKE TO THE ADVISOR, VERIFICATIONS COMPLETED AS NOTED ABOVE/BELOW.

NOTE: (506) 308-0387 for MGA WHICH HE CONFIRMED BUT ISN'T AVAILABLE AT THIS NUMBER CURRENTLY/DIFFERENT OFFICE.
CALLED ASSIST/SPOKE TO JASON, HE CONFIRMED I'M OK TO PROCEED WITH USING THE ADSL PHONE# FOR CALL BACK AS I HAVE TO FOLLOW
KB0020738 .

RESOLUTION: FOLLOWED KB0020738  CALLED (506) 977-4691 
REMOVED AUTH FROM BOTH SF PROFILES,
WALKED HIM THROUGH SETTING UP AGAIN
HAD HIM SIGN OUT OF BOTH ACCTS,IN AGAIN TO TEST.
SENT FOLLOW UP

ADSL SF
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001czaBQAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A000003uN5PQAU%26cntc%3D0030A000003uN5PQAU%26id%3D0050A000001czaBQAQ

MGA SF
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001p1PbAAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HCLWAA4%26cntc%3D0035o000004HCLWAA4%26id%3D0055o000001p1PbAAI

--------------------------------------***DDS  11/28/2025***--------------------------
Hello Gregory and Haley,

Thank you for contacting Workspace Support today regarding setting up your Salesforce Authenticator.

As discussed, you currently use the Google Authenticator however you’re experiencing issues with this relating to another application and was recommended to use Salesforce.

We completed verification and I was able to disconnect your current authenticator from your profile for both your Advisor Solutions and MGA.

You were successfully able to setup the Salesforce Authenticator app for both associations, signed into both. 

We then had you sign out of both accounts and sign in again to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support",True,2025-11-28T14:59:56.000+0000,False,False,005OH00000AUS7aYAH,2025-11-28T14:48:45.000+0000,005OH00000AUS7aYAH,2025-11-28T15:22:20.000+0000,005OH00000AUS7aYAH,2025-11-28T15:22:20.000+0000,(506)977-4691,,greg@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gosZjYAI,False,,24115679,003G0000018f7t4IAA,0010A000002wPzJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor was having issues accessing Workspace through Advice Canada.
************
Hi Thomas , thank you for contacting the workspace support today.

To recap our call, you needed assistance accessing your direct workspace due to an error you received through Advice Canada. We did a remote log me in session , then I had you reset your password, and you were able to get in. We also spoke about access to Groupnet and GRS access ID. Your contact for groupnet is 1-800-665-2648 and for assistance with your access ID please contact client services centre for assistance 
1-888-252-1847. If you have any issues, please let me know in your response.


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T15:10:03.000+0000,False,False,005OH00000BFQFCYA5,2025-11-28T14:50:19.000+0000,005OH00000BFQFCYA5,2025-11-28T15:23:09.000+0000,005OH00000BFQFCYA5,2025-11-28T15:23:09.000+0000,(416)888-3553,(416) 888-3553,tom@lowdenclear.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gouQJYAY,False,,24114855,003G0000018f6jIIAQ,0010A000002wOjWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T14:31:48.000+0000,False,False,005OH00000245RQYAY,2025-11-28T14:31:48.000+0000,005OH00000245RQYAY,2025-11-28T14:31:49.000+0000,005OH00000245RQYAY,2025-11-28T14:31:49.000+0000,(514)791-3473,(514) 791-3473,patrick.beauchamp@sfprogestion.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gouzkYAA,False,,24114699,0030A0000029knYQAQ,0010A000002w83WQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA Access,Medium,"*** DDS DEC/17/2025 ***
Robbie will be calling our team to have his password reset for his user id so that he can have access to register for workspace MGA.

ROBERT THOMLINSON (MGA advisor)
Robert is having trouble registering for their workspace account due to an old email being used for their User ID.
I sent troubleshooting steps and MGA registration process to them so that they can walk through it. I also advised they can let us know if they would like to set up a call with us instead. 

Email:
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello Robbie,
I do understand your frustration with the time it is taking to have this issue resolved. I have a case open already for you which you can reference when you call: 24114699. This has all the information, so you do not have to repeat yourself.
I apologise that you have had trouble speaking to someone who can resolve this for you when you previously called. However, I can assure you that this case is common and work to resolve similar issues regularly so it should be no problem for our team. What is need is a password reset and since you cannot do it from your end because of an email change, we have the access to do it for you. We just need to speak to you for authentication/security reasons.  
You can reach our team at 1-888-999-4516 and select the option 1 to get to an agent. Our team is available today until 8pm EST.
To prepare you for a conversation with someone on our team (and prevent further inconveniences), please have the following ready for the call
⦁	Your MGA advisor/producer code
⦁	Your user id (the one associated with your MGA access)
⦁	The name of your MGA firm

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

From: Robbie Thomlinson <robbie@neilandassociates.ca> 
Sent: December 17, 2025 3:54 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace MGA Access - 24114699
Hi Precious,
Can you please provide me with someone’s actual name that I can speak with once you have had a chance to explain to them the issues I have been having so that I don’t have to waste a bunch of my time trying to have someone help me out as I have talked to a number of other people in your department that have not been able to help me out and have told me that I need to reset my password to gain access to that account and because that email address associated with that profile no longer exists I am not able to do that. 
I have been trying to get this sorted out for months now and have spent a considerable amount of time trying to explain things to your counterparts so I hope that you can understand my frustration and lack of confidence when you ask me to call someone else within your department


--------------------------------------***DDS NOV/28/2025***--------------------------
Good morning, Robbie, 

Thank you for getting back to be to set up another call.

Unfortunately, I was unavailable on Friday when you sent in your email to confirm another time for our call. Please provide when would be the best time for us to set up a call today.

For our call today, please have your Advisor code(s) ready.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

Hi Precious,

Can you please let me know what time you are able to give me a shout back so that we can get this all sorted out sooner than later. I am available now if you can please call my cell phone like you did earlier or if now doesn’t work for you please get back to me as to what time would work for you and I’ll make sure that I am available. 

Thanks 
Robbie



Hello Robbie,

As mentioned during the call, to assist you with your password reset over the phone, we do need to complete an authentication for security reasons.

To be ready for our call, please have ready your advisor code(s)/producer code(s) and we will need to also confirm your contact information that we have on record for yourself as well. 

You can send a confirmation email once you have the information ready and I can call you back.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


 

From: Robbie Thomlinson <robbie@neilandassociates.ca> 
Sent: November 28, 2025 11:07 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace MGA Access - 24114699

I am available right now and my number is 780-933-7222 Thanks Get Outlook for Android From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Friday, November 28, 2025 8: 50: 02 AM To: Robbie Thomlinson <robbie@ neilandassociates. ca>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 I am available right now and my number is 780-933-7222 

Thanks

Get Outlook for Android
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Friday, November 28, 2025 8:50:02 AM
To: Robbie Thomlinson <robbie@neilandassociates.ca>
Subject: RE: Workspace MGA Access - 24114699 
 
Hello Robbie, 
 
I am sorry you are having so much trouble accessing your Workspace account and as mentioned in my previous email, I am happy to assist you further if you are having issues with following these steps. 
 
Please provide the best times and phone number that I can reach you at so that we can set up a call to authenticate you and manually reset your password from our backend system.
 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Robbie Thomlinson <robbie@neilandassociates.ca> 
Sent: November 28, 2025 10:43 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Machuk, Christie <Christie@neilandassociates.ca>
Subject: [EXT] Re: Workspace MGA Access - 24114699
 
Good morning, The problem as I have explained many times to other colleague's of yours is that the email address that is on file no longer exists so these instructions will not work because I have no way to reset my password if I can't access
Good morning, 
 
The problem as I have explained many times to other colleague's of yours is that the email address that is on file no longer exists so these instructions will not work because I have no way to reset my password if I can't access the email address that is on file. That is why my GM and myself have been seeking further assistance. I had called a service line and they told me that nobody cant update my email address other than myself and if I cant access my email it is impossible for me to do. 
 
We have been through this same thing for months now and its quite frustrating that you guys keep telling me to do the same thing. I am concerned that your departments cant communicate properly to explain the steps I have already taken and that the problem is that the old email address I used to set up this specific account is NO LONGER IN SERVICE! Sorry for my frustration but when Ive been dealing with the same thing for months now is getting a little ridiculous! 
 
Get Outlook for Android
 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Friday, November 28, 2025 7:33:51 a.m.
To: Robbie Thomlinson <robbie@neilandassociates.ca>
Subject: Workspace MGA Access - 24114699
 
Hello Robbie,
 
It was brought to our attention that you are having trouble accessing your MGA workspace account. To troubleshoot this issue, please follow the steps below:
 
STEP 1: Please visit https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do and select the ‘Forgot your password?’ option. 
 
STEP 2: Please reset your password using the user ID from distribution methodology (RobbieJames@clext).  
 
STEP 3: Complete resetting your password for your User ID.
 
STEP 4: Next, you will need to register for workspace.  Please visit https://workspace.canadalife.com/registration 
 
STEP 5: User your user ID and password (that you just reset) to start the registration process for workspace. You should be able to use your new email and create a new password for your new MGA workspace account.
 
If you have any issues with any of these steps or would prefer to speak over the phone to go through the troubleshooting process, please provide the best time and phone number that I can call you at and we can resolve the issue together.
 
 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 27, 2025 10:56 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Thomlinson, Robbie <robbie@neilandassociates.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: Workspace MGA Access
Importance: High
 
@CL Workspace Support – are you able to assist advisor Robbie Thomlinson. The advisor created user ID Robbie.james in January 2016 and entered email address rob@rubbixinc.com.  Are you able to reset their password and change their email address associated with their user ID?  Their email address on SIEBEL is correct robbie@neilandassociates.ca.
 
Thank you.
 
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Christie Machuk <christie@neilandassociates.ca> 
Sent: November 25, 2025 10:36 AM
To: Thomlinson, Robbie <robbie@neilandassociates.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>; Elder, Lindsay <Lindsay.Elder@advicecanada.com>
Subject: [EXT] RE: Workspace MGA Access
Importance: High
 
Good morning, This has still not been resolved. Robbie has tried calling in and got no where with that. This needs to be resolved ASAP if you want advisors to be able to use their MGA selling codes. Please advise what the next steps are to get
Good morning, 
 
This has still not been resolved. Robbie has tried calling in and got no where with that. This needs to be resolved ASAP if you want advisors to be able to use their MGA selling codes. 
 
Please advise what the next steps are to get this resolved. It has been ongoing to long enough. 
 
As a side note Robbie was given a new MGA code H6643, however, Mitch Vandemark who would have been the exact same as Robbie was not assigned a new MGA code and has his old B code still through the MGA (Formerly under Rubbix, same as what Robbie’s old B code is). I am still confused on what is going on with these codes if some advisors are randomly given new codes while others are not???? How are we to know what codes they are supposed to use moving forward?? 
 
 
Thank you, 
 
 
 	Christie Machuk, GBA
CFO/General Manager
	 
 
www.neilandassociates.ca
christie@neilandassociates.ca
Ph: (780) 539-5943	 10715 – 102 St.
Grande Prairie, AB T8V 2X1
		
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. We have taken precautions against viruses, but take no responsibility for loss or damage caused by an virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Robbie Thomlinson <robbie@neilandassociates.ca> 
Sent: October 29, 2025 9:41 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>; Elder, Lindsay <Lindsay.Elder@advicecanada.com>; Christie Machuk <christie@neilandassociates.ca>
Subject: RE: Workspace MGA Access
 
Hi Tina,
 
I was not given any incident numbers at all so I cannot pass those along to you. As mentioned we will figure out another way to go about this. 
 
Thank you 
 
 
 
 	Robbie Thomlinson
Associate Advisor 
	 
 
www.neilandassociates.ca
robbie@neilandassociates.ca
Ph: (780) 539-5943	 10715 – 102 St.
Grande Prairie, AB T8V 2X1
		
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. We have taken precautions against viruses, but take no responsibility for loss or damage caused by an virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: October 28, 2025 7:05 PM
To: Robbie Thomlinson <robbie@neilandassociates.ca>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>; Elder, Lindsay <Lindsay.Elder@advicecanada.com>; Christie Machuk <christie@neilandassociates.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Workspace MGA Access
 
Hi Robbie.
 
I’m very sorry to hear about the experience you had with our Service Desk. I understand how frustrating that must have been, and I appreciate you bringing it to our attention.
 
Unfortunately, our team does not have the ability to reset passwords or update email addresses associated with user IDs. These actions fall under the Service Desk’s scope.
 
If you happen to have the incident numbers that were provided to you, I’d be happy to escalate this to the Service Desk leadership team for further review.
 
Thank you again for your patience, and please let me know if there’s anything else I can do to assist.
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Robbie Thomlinson <robbie@neilandassociates.ca> 
Sent: October 23, 2025 11:50 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>; Elder, Lindsay <Lindsay.Elder@advicecanada.com>; Machuk, Christie <Christie@neilandassociates.ca>
Subject: [EXT] RE: Workspace MGA Access
 
Hi Tina, Thanks for trying to help. As mentioned I did try calling the number you had provided but they were not helpful and said that they could not change my email address that was on file and that was something that I would have do by logging
 
Hi Tina,
 
Thanks for trying to help. As mentioned I did try calling the number you had provided but they were not helpful and said that they could not change my email address that was on file and that was something that I would have do by logging into that account with but because I haven’t used it in 8 years I do not remember the password and with the old email on file I cannot change it. We will figure out another way to go about it. 
 
Cheers
Robbie 
 
 
 	Robbie Thomlinson
Associate Advisor 
	 
 
www.neilandassociates.ca
robbie@neilandassociates.ca
Ph: (780) 539-5943	 10715 – 102 St.
Grande Prairie, AB T8V 2X1
		
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. We have taken precautions against viruses, but take no responsibility for loss or damage caused by an virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: October 23, 2025 8:42 AM
To: Robbie Thomlinson <robbie@neilandassociates.ca>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>; Elder, Lindsay <Lindsay.Elder@advicecanada.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; Christie Machuk <christie@neilandassociates.ca>
Subject: RE: Workspace MGA Access
 
Hi Rob.
 
Login’s are separate and distinct for your Advisor Solutions (Direct) and MGA channels.
 
You won’t be able to re-register, as you already have a user ID associated with your access under the MGA channel. Attempting to re-register again may cause issues when you register for Workspace.
 
As mentioned, when you created your user ID Robbie.james in January 2016, you entered email address rob@rubbixinc.com.  We cannot change the information that you created. You must call our technical support at 1-800-475-7001 to update the email address associated with your user ID. This is the only way to update the email address associated with their user ID. Our technical support team can help update the email address associated with the user ID.
 
When you log in to Workspace, the email address will be used as your login.
 
Your email address on our system is correct robbie@neilandassociates.ca
 
Thank you.
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Robbie Thomlinson <robbie@neilandassociates.ca> 
Sent: October 20, 2025 1:00 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Machuk, Christie <Christie@neilandassociates.ca>
Cc: Healy, Tara <Tara.Healy@advicecanada.com>; Elder, Lindsay <Lindsay.Elder@advicecanada.com>
Subject: [EXT] RE: Workspace MGA Access
Importance: High
 
Hi Tina, Please read the email I just sent you and I don’t see why you can’t set up my Workspace MGA profile up using the same current Workspace Direct profile I currently have and is in use and active. I did set up a Workspace ID when I was
 
Hi Tina,
 
Please read the email I just sent you and I don’t see why you can’t set up my Workspace MGA profile up using the same current Workspace Direct profile I currently have and is in use and active. I did set up a Workspace ID when I was the owner of Rubbix Risk and Wealth Management back in 2016 but when Neil and Associates bought Rubbix and we merged with the N&A crew I had to set up a new workspace ID as Neil and Associates used to deal with Canada Life direct so I had to set up a new profile under my robbie@neilandassociates.ca email address. As per my recent email I just sent to you, can we not delete my rob@rubbixinc.com profile and just use my robbie@neilandassociates profile that is already set up and functioning instead of trying to fix the other one? That would make the most sense and it would likely be a lot quicker to set up too. 
 
Thanks
 
 
 	Robbie Thomlinson
Associate Advisor 
	 
 
www.neilandassociates.ca
robbie@neilandassociates.ca
Ph: (780) 539-5943	 10715 – 102 St.
Grande Prairie, AB T8V 2X
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: October 20, 2025 10:21 AM
To: Christie Machuk <christie@neilandassociates.ca>
Cc: Robbie Thomlinson <robbie@neilandassociates.ca>; Healy, Tara <Tara.Healy@advicecanada.com>; Elder, Lindsay <Lindsay.Elder@advicecanada.com>
Subject: RE: Workspace MGA Access
 
Hi Christine.
 
We responded to Robbie on October 3, 2025 (please see email attachment).
 
Thank you.
 
 
 
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

 
From: Christie Machuk <christie@neilandassociates.ca> 
Sent: October 15, 2025 10:25 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Thomlinson, Robbie <robbie@neilandassociates.ca>; Healy, Tara <Tara.Healy@advicecanada.com>; Elder, Lindsay <Lindsay.Elder@advicecanada.com>
Subject: [EXT] RE: Workspace MGA Access
 
Good morning, Following up on the below email to get Robbie Workspace MGA access. Thank you, Christie Machuk, GBA CFO/General Manager www. neilandassociates. ca christie@ neilandassociates. ca Ph: (780) 539-5943 10715 – 102 St. Grande Prairie,
 
Good morning, 
 
Following up on the below email to get Robbie Workspace MGA access. 
 
 
Thank you, 
 
 
 	Christie Machuk, GBA
CFO/General Manager
	 
 
www.neilandassociates.ca
christie@neilandassociates.ca
Ph: (780) 539-5943	 10715 – 102 St.
Grande Prairie, AB T8V 2X",True,2025-11-28T14:28:41.000+0000,False,False,005OH00000BGf2TYAT,2025-11-28T14:28:41.000+0000,005OH00000BGf2TYAT,2025-12-17T22:19:33.000+0000,005OH00000BGf2TYAT,2025-12-17T22:19:33.000+0000,(780)539-5943,,robbie@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000govRDYAY,False,,24117087,003G0000018f6tdIAA,0010A000002wOvMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,OrderXpress Redemption payment method:,Medium,"*******DDS***** 11/28/2025

Advisor: HUU TAI LE
Advisor code: F2190
LL CODE: LL23810
SF ID: /0030A0000028x7NQAQ
Phone: 5146039577

ISSUE: User having issues with Orderxpress redemption in invesment centre, not able to enter payment method. Did a logmein session to get screenshots, and followed KB0023327, to escalate. 

All other related info has been provided within the screenshot.  


******email chain*****

Hello Huutai,

      It was a pleasure assisting you today, ass discussed your issue with redemption on investment centre has been escalated to 2nd level. Please allow 3-4 days for investigation. If you have any questions, please don’t hesitate to reach out. Have a good day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T15:42:05.000+0000,False,False,005OH00000BFQFHYA5,2025-11-28T15:19:20.000+0000,005OH00000BFQFHYA5,2025-11-28T15:42:05.000+0000,005OH00000BFQFHYA5,2025-12-13T02:01:57.000+0000,(514)931-4242,(514) 603-9577,huutai.le@huutaifinservices.com,(514)931-3971,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000goxkiYAA,False,,24115856,0035o000005vQJBAA2,0015o000006TKjLAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T14:54:21.000+0000,False,False,0055o000001t1uPAAQ,2025-11-28T14:54:21.000+0000,0055o000001t1uPAAQ,2025-11-28T14:54:22.000+0000,0055o000001t1uPAAQ,2025-11-28T14:54:22.000+0000,(647)872-6333,,jac8888881@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000goyIcYAI,False,,24118629,003OH00000VJSoSYAX,001OH00000cBvOnYAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Delegate access,Medium,"Caller Name: COLE BENSON
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name:	
Phone: 
Email: Cole.Benson@igpwm.ca		
1. Siebel verification: N/A
2. NOV ROTATION 1 QUESTIONS ASKED & CONFIRMED AS PER SIEBEL: N/A

Issue: I have signed up for access as an advisor to Canada Life Workspace, however, I can not currently access the clients for our team. 
Could you please assist me with delegate access for Roger Wiart and Vincent Pearson’s clients.
My consultant number is #H8335
Roger’s consultant number is #14125
Vincent’s consultant number is #B1252
I am a new associate working on the team and we all work collaboratively for our clients. If you need anything from me please let me know.

FINDINGS: CHECKED SIEBEL, NO TPA ACCESS SEEN

--------------------------------------***DDS  11/28/2025***--------------------------
RESOLUTION - ADVISED HIM TO HAVE THE ADVISORS FILL OUT THE TPA FORM AND SEND TO DM
SENT FORM AS WELL.
FOLLOW UP EMAIL SENT
--------------------------------------***DDS  11/28/2025***--------------------------
Hello Cole,

Thank you for contacting Workspace Support.

To access the advisor(s) Book of Business in Workspace, you will need Third Paty Access (TPA). Currently, there is no TPA available for any advisor.
 
I have attached the TPA form for your convenience. 

Please have the aligned advisor fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com. 
 
Once Distribution Methodology processes this form, you should be able to access your advisor(s) clients on the platform within 48hrs.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  11/28/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  11/28/2025***--------------------------
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Hello,

I have signed up for access as an advisor to Canada Life Workspace, however, I can not currently access the clients for our team. 

Could you please assist me with delegate access for Roger Wiart and Vincent Pearson’s clients.

My consultant number is #H8335

Roger’s consultant number is #14125

Vincent’s consultant number is #B1252

I am a new associate working on the team and we all work collaboratively for our clients. If you need anything from me please let me know.

Thank you, 

Cole Benson, CPA


Roger J.M. Wiart, CFP, RRC, B.Ed, BP.Ed
Executive Financial Consultant 
Vincent Pearson, QAFP, RRC
Executive Consultant",True,2025-11-28T15:53:59.000+0000,False,False,005OH00000AUS7aYAH,2025-11-28T15:47:14.000+0000,005OH00000AUS7aYAH,2025-11-28T15:53:59.000+0000,005OH00000AUS7aYAH,2025-11-28T15:53:59.000+0000,(780)431-0527,,cole.benson@igpwm.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gozcvYAA,False,,24119472,0030A0000029lpTQAQ,0010A000002w8u1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WS Password Reset - Successful,Medium,"•	Reason for call: Cannot access WS account 
Authentication: Yes/No, which rotation: Yes, rotation for November 
•	Troubleshooting steps completed: Password reset via SF
•	Email correspondence: Below
•	Source of triage (e.g., “As per KBA001234”): KB0021888 
===================================
Bonjour Louis,

Merci d'avoir contacté le support Workspace. C'était notre plaisir de vous aider à réinitialiser le mot de passe de votre compte Workspace aujourd'hui afin que vous puissiez retrouver l'accès.

Votre avis compte ! Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un bref sondage. 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T16:13:41.000+0000,False,False,005OH00000BFQFGYA5,2025-11-28T16:01:01.000+0000,005OH00000BFQFGYA5,2025-11-28T16:13:53.000+0000,005OH00000BFQFGYA5,2025-11-28T16:13:53.000+0000,(418)265-7929,(418) 871-7568,loui.lap@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp0CKYAY,False,,24116194,003G0000018f6znIAA,0010A000002wP2RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T15:01:38.000+0000,False,False,0050A000000WjqvQAC,2025-11-28T15:01:38.000+0000,0050A000000WjqvQAC,2025-11-28T15:01:39.000+0000,0050A000000WjqvQAC,2025-11-28T15:01:39.000+0000,(613)902-7100,(613) 849-7041,bob@btfinancial.ca,(613)701-9725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp0LxYAI,False,,24114964,003G0000018f6wKIAQ,0010A000002wOyCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T14:34:10.000+0000,False,False,005OH00000245RQYAY,2025-11-28T14:34:10.000+0000,005OH00000245RQYAY,2025-11-28T14:34:10.000+0000,005OH00000245RQYAY,2025-11-28T14:34:10.000+0000,(450)970-3026,(514) 424-8111,celine.paret@monarqueconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp1A3YAI,False,,24120102,0030A0000029YikQAE,0010A000002vy4sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TPA Delegation Request,Medium,"****DDS****11/28/25 

User is requesting for TPA delegation - advised user to submit completed forms to DM via email
 
============================================================================================= 
 
****Email Chain****

Bonjour Anny-Claude,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la délégation.

Comme mentionné dans l’ancien courriel, veuillez envoyer ces formulaires complétés et signé à l’équipe de Méthodologie de la Distribution par courriel : Distribution_Methodology@canadalife.com.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Anny-Claude Pelletier <acpelletier@sfjdoucet.ca> 
Sent: November 27, 2025 11:42 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Tr: RE: Authenticator Canada Vie - Accès adjoint -- INC1713652

Bonjour, voici 3 demandes pour avoir accès à titre de tiers des accès Canada Vie de Sébastien Blais, Anny-Claude Pelletier et Jacquelin Doucet. Merci et bonne journée! -- Jessyca Lavoie Adjointe Services financiers Jacquelin Doucet inc. 1230
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 
 
voici 3 demandes pour avoir accès à titre de tiers des accès Canada Vie de Sébastien Blais, Anny-Claude Pelletier et Jacquelin Doucet.
 
Merci et bonne journée! 
--
Jessyca Lavoie
Adjointe
Services financiers Jacquelin Doucet inc.

1230 boul Wallberg, bureau 210
Dolbeau-Mistassini  QC G8L 1H2
Tél. : 418-276-6170 ext. : 14
Fax : 418-276-7321
Message texte : 418-800-3113


----------Message original---------- 
De : Anny-Claude Pelletier<acpelletier@sfjdoucet.ca>
À : Jessyca Lavoie<jessyca.lavoie@sfjdoucet.ca>, Anny-Claude Pelletier<acpelletier@sfjdoucet.ca>
Date/Heure : 2025-11-26 14:44:14
Sujet : Tr: RE: Authenticator Canada Vie - Accès adjoint -- INC1713652
 
 
----------Message original---------- 
De : CL Workspace Support<CLWorkspaceSupport@canadalife.com>
À : Anny-Claude Pelletier<acpelletier@sfjdoucet.ca>
Cc : Sebastien Blais<sebastien.blais@sfjdoucet.ca>, Jessyca Lavoie<jessyca.lavoie@sfjdoucet.ca>
Date/Heure : 2025-08-04 12:34:29
Sujet : RE: Authenticator Canada Vie - Accès adjoint -- INC1713652
Bonjour Anny-Claude,
 
Merci d'avoir contacté l'équipe de Soutien Technique d'Espace affaires pour obtenir de l’aide avec le processus de délégation.
 
Veuillez remplir et signer le formulaire ci-joint et l’envoyer à l’adresse suivant pour traitement : Distribution_Methodology@canadalife.com
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Arthur B.   
Spécialiste en soutien de la distribution numérique  
Distribution Digital Support (DDS)    
Digital Enablement
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
From: Anny-Claude Pelletier <acpelletier@sfjdoucet.ca>
Sent: July 31, 2025 3:06 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Sebastien Blais <sebastien.blais@sfjdoucet.ca>; Jessyca Lavoie <jessyca.lavoie@sfjdoucet.ca>
Subject: [EXT] Tr: Authenticator Canada Vie - Accès adjoint -- INC1713652
 
Bonjour, J'ai une question, car j'ai deux adjoint(e)s qui travailler dans mes dossiers et depuis la double authentification, ils sont incapable sans ma présence de se rendre dans mon accès Canada vie, est-ce possible de leur fournir une facon
 
Bonjour,
 
J'ai une question, car j'ai deux adjoint(e)s qui travailler dans mes dossiers et depuis la double authentification, ils sont incapable sans ma présence de se rendre dans mon accès Canada vie, est-ce possible de leur fournir une facon de ce connecter pour pouvoir avoir accès aux formulaires, illustrations et mes dossiers? 
 
Leur nom est Sébastien Blais et Jessyca Lavoie, ils sont en Copie de ce courriel.
 
Vous pouvez me joindre au bureau dans le 418-276-6170.
--
Merci et Bonne journée!
___________________________
ANNY-CLAUDE PELLETIER
Planificatrice financière, B.A.A.
Conseillère en sécurité financière/Services Financiers Jacquelin Doucet inc
Représentante de courtier en épargne collective/MICA Capital inc

1230, Boul. Wallberg Bureau 210
Dolbeau-Mistassini, Qc G8L 1H2
Tél.: (418) 276-6170 ext.:2082
Fax.:(418) 276-7321
AVIS DE CONFIDENTIALITÉ
Ce message et ses pièces jointes peuvent être confidentiels, protégés par le secret professionnel et sont à l'usage exclusif du destinataire ci-dessus. Toute autre personne, est par la présente avisée, qu'il lui est strictement interdit de le diffuser, le distribuer ou le reproduire. Si ce message ne s'adresse pas à vous, S.V.P veuillez l'effacer ou nous en aviser immédiatement au (418) 276-6170.
 
 
----------Message original----------
De : Anny-Claude Pelletier<acpelletier@sfjdoucet.ca>
À : CVSoutiensEspaceAffaires@canadavie.com
Date/Heure : 2025-07-22 14:03:00
Sujet : Authenticator Canada Vie
Bonjour,
 
J'ai changé de téléphone cellulaire et je voudrais savoir où je peux retrouvé le code QR à scanner pour entré de nouveau Canada Vie dans mon Authenticator?
 
Vous pouvez aussi me joindre au bureau (418-276-6170) ou sur mon cellulaire (418-618-5158).
 
--
Merci et Bonne journée!
___________________________
ANNY-CLAUDE PELLETIER
Planificatrice financière, B.A.A.
Conseillère en sécurité financière/Services Financiers Jacquelin Doucet inc
Représentante de courtier en épargne collective/MICA Capital inc

1230, Boul. Wallberg Bureau 210
Dolbeau-Mistassini, Qc G8L 1H2
Tél.: (418) 276-6170 ext.:2082
Fax.:(418) 276-7321
AVIS DE CONFIDENTIALITÉ
Ce message et ses pièces jointes peuvent être confidentiels, protégés par le secret professionnel et sont à l'usage exclusif du destinataire ci-dessus. Toute autre personne, est par la présente avisée, qu'il lui est strictement interdit de le diffuser, le distribuer ou le reproduire. Si ce message ne s'adresse pas à vous, S.V.P veuillez l'effacer ou nous en aviser immédiatement au (418) 276-6170.",True,2025-11-28T16:44:56.000+0000,False,False,005OH0000097FtCYAU,2025-11-28T16:11:26.000+0000,005OH0000097FtCYAU,2025-11-28T17:11:38.000+0000,005OH0000097FtCYAU,2025-11-28T17:11:38.000+0000,(418)276-6170,,acpelletier@sfjdoucet.ca,(418)276-7321,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp1bSYAQ,False,,24117737,0030A0000029aXCQAY,0010A000002vzeuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T15:31:46.000+0000,False,False,005OH000007fgYjYAI,2025-11-28T15:31:46.000+0000,005OH000007fgYjYAI,2025-11-28T15:31:46.000+0000,005OH000007fgYjYAI,2025-11-28T15:31:46.000+0000,(418)640-5879,(581) 998-7787,equiperlacroix@assurray.ca,(877)807-8887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp1urYAA,False,,24121725,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:36:49.000+0000,False,False,005OH000005URvxYAG,2025-11-28T16:36:49.000+0000,005OH000005URvxYAG,2025-11-28T16:36:50.000+0000,005OH000005URvxYAG,2025-11-28T16:36:50.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp2HOYAY,False,,24116617,003OH00000XwaLEYAZ,001OH00000gUuSBYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"Advisor confirmed that she does not have an activation code/RepNet ID yet. Referred to distribution_methodology@canadalife.com.
===========

Hi Ye,

Thank you for contacting the workspace support about registering to workspace.

We have identified that you do not have your activation code/ RepNet ID created yet which is very important for you to successfully register to workspace. You may need to send a request to distribution_methodology@canadalife.com to have you activation code created for you. Once created instructions will be included how you can register to workspace. Please give it 3 to 5 business days for them to reply as they are having a volume of request as of this time.

Appreciate your time and understanding on this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T15:17:40.000+0000,False,False,005OH00000BFPZHYA5,2025-11-28T15:10:17.000+0000,005OH00000BFPZHYA5,2025-11-28T15:31:06.000+0000,005OH00000BFPZHYA5,2025-11-28T15:31:06.000+0000,(204)293-7421,,annli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp2sVYAQ,False,,24120958,003G0000018f7WeIAI,0010A000002wPdXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:24:23.000+0000,False,False,0055o000002KxaMAAS,2025-11-28T16:24:23.000+0000,0055o000002KxaMAAS,2025-11-28T16:24:24.000+0000,0055o000002KxaMAAS,2025-11-28T16:24:24.000+0000,(780)539-5943,(780) 512-6130,tab@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp3dBYAQ,False,,24115420,003G0000018f71cIAA,0010A000002wP4wQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup browser extension,Medium,"ANDREW SCOTT GOODEN
Advisor needed help for setting up authenticator extension. completed authentication and Did Logmein session to help them completing the process.
KB0016709  
Hello Andrew,

Thank you for calling workspace support team. I am so glad to assist you with your inquiry today.

In our today’s call, you needed help for disconnecting and setting up new authenticator extension. To start the process, we completed  authentication and I called you back on your cell phone. I disconnected the authenticator and then help you to setup authenticator extension on Microsoft edge. After setting up, you were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T15:07:18.000+0000,False,False,005OH00000BFiyTYAT,2025-11-28T14:44:43.000+0000,005OH00000BFiyTYAT,2025-11-28T15:07:18.000+0000,005OH00000BFiyTYAT,2025-11-28T15:07:18.000+0000,(289)388-0701,(289) 388-0701,agooden@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp5ALYAY,False,,24115647,0030A0000029kORQAY,0010A000002w7k9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T14:49:44.000+0000,False,False,005OH0000084GETYA2,2025-11-28T14:49:44.000+0000,005OH0000084GETYA2,2025-11-28T14:49:45.000+0000,005OH0000084GETYA2,2025-11-28T14:49:45.000+0000,(905)836-7084,(905) 392-1652,mcphersonfinancial@sympatico.ca,(905)836-7025,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp6eNYAQ,False,,24122162,0030A0000029b9ZQAQ,0010A000002w0BWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR-P202 - INC1875326,Medium,"*** DDS 01DEC2025 ***
details visible, advised user

*** DDS 28NOV2025 ***
INC1875326 submitted
------------------------------EMAIL CHAIN:
Hello Stephanie,

I have heard back from our Digital Hub team and policy details are now visible in Workspace for this policy. Please let me know if anything further is required or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: CL Workspace Support 
Sent: November 28, 2025 12:38 PM
To: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>
Cc: khaslett <khaslett@hassolutions.com>; HF Underwriting <underwriting@hassolutions.com>; Cinthia Desouza <cdesouza@hassolutions.com>
Subject: RE: CL 60905423T Hasrit Sidhu - ERR-P202 - INC1875326/C24122162

Hello Stephanie,

Thank you for contacting Workspace Support today regarding the product details error for this policy below. I have escalated the issue to our Digital Hub team for investigation and I will follow up with you as soon as I hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Stephanie,

Thank you for contacting Workspace Support today regarding the product details error for this policy below. I have escalated the issue to our Digital Hub team for investigation and I will follow up with you as soon as I hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: November 27, 2025 6:30 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: khaslett <khaslett@hassolutions.com>; HF Underwriting <underwriting@hassolutions.com>; Cinthia Desouza <cdesouza@hassolutions.com>
Subject: RE: CL 60905423T Hasrit Sidhu - ERR-P202 - INC1875326/C24122162

Hi @CL Workspace Support,

Can you please review the email below the agent is getting an error message when trying to pull a summary. 

Please fix ASAP. 

Thank you, 
Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC   V7X 1K8

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.

 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Cinthia Desouza <cdesouza@hassolutions.com> 
Sent: November 27, 2025 9:51 AM
To: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>
Cc: khaslett <khaslett@hassolutions.com>; HF Underwriting <underwriting@hassolutions.com>
Subject: [EXT] CL 60905423T Hasrit Sidhu

Hello Stephanie, Hope you are well. Client was asking for a summary of their recent policy that wrote up. When we go into Canada Life Workspace it gives off an error message: But when we contact Underwriter, They advise the following below: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Stephanie,

Hope you are well.

Client was asking for a summary of their recent policy that wrote up.

When we go into Canada Life Workspace it gives off an error message:

 
But when we contact Underwriter, They advise the following below:
 

Could you look into this further for us? And provide us with a summary showing policy in good standing?

Look forward to hearing back soon.

Sincerely, 

Cinthia Desouza (She/her/hers)
Executive Assistant

Your Team: Katie Haslett, Jeannie Haslett, Paul Munnis, Kevin Van Hullebush and Alex Orasa
_________________________________
 
Haslett Financial Inc. 
8186 Hudson Street
Vancouver, BC
V6P-4M1
T:  604 261 2037
F:  604 261 2509 
email: cdesouza@hassolutions.com",True,2025-12-01T16:47:54.000+0000,False,False,005OH000006wv2TYAQ,2025-11-28T16:44:13.000+0000,005OH000006wv2TYAQ,2025-12-01T16:47:54.000+0000,005OH000006wv2TYAQ,2025-12-01T16:47:54.000+0000,(604)261-2037,,khaslett@hassolutions.com,(604)261-2509,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp6peYAA,False,,24118999,0030A0000029cn0QAA,0010A000002w1P9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"User is having issues signing onto workspace, they started to set up MFA.
*****************
Hi Jean , thank you for contacting the workspace support today.

To recap our call, you were having issues signing onto workspace, you were able to get to the muti-factor authentication stage.
After logging in you will be prompted to choose a verification method, choose Salesforce Authenticator.



3. The caller will receive a new screen asking to Connect Salesforce Authenticator

 

Mobile device steps
3. Open the Salesforce Authenticator app on the mobile device

If the user has an entry for Workspace already in the app it must be deleted before proceeding. 
To delete the existing link: Swipe left on the account and tap Remove or Delete, whichever appears. 
4. The Connect Your account screen should appear, if not tap Add an Account

The two-word phrase should now appear on the app

 

Computer steps
5. Input the Two-Word Phrase from the authenticator app then click Connect

 

Mobile Device steps
6. Tap Got It on the message confirming the account was added. 


If you are having any issues please let me know.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T16:00:41.000+0000,False,False,005OH00000BFQFCYA5,2025-11-28T15:54:03.000+0000,005OH00000BFQFCYA5,2025-11-28T16:05:55.000+0000,005OH00000BFQFCYA5,2025-11-28T16:05:55.000+0000,(807)274-7115,,jeand@holmlundfinancial.ca,(807)274-9540,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp8oFYAQ,False,,24122919,003G0000018f7FPIAY,0010A000002wPKCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace Registration,Medium,"WAYNE KOBYLNIK
We were informed that Wayne was having trouble creating their workspace account and that they just registered for a User ID
I sent an email to request what their User ID is so that I can look further into their registration issues.

Email:
----------
Hello Wayne,

It was brought to our attention that you are having trouble accessing your Workspace account. 

I do not see a registered MGA workspace account under your profile. Please advise what your User ID is and when you created it. To clarify, this would be the first step of the registration process in the initial email you received (Create your Canada Life user ID (formerly RepNet ID)  with this information, I can investigate further where the issue is.
I am waiting to hear from you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: November 28, 2025 11:09 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kobylnik, Wayne <wayne@fortunafg.ca>
Subject: FW: [EXT] Re: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi there, 

Wayne has registered for MGA Workspace, but it not able to login, please assist. 

Thank you, 

Jenn 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Wayne Kobylnik <wayne@fortunafg.ca> 
Sent: November 18, 2025 9:10 AM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Subject: [EXT] Re: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

HI Jennifer, Can you see if a change has been made?. I went and attempted to do it last night but I couldn't really confirm that it was completed. Wayne Wayne S. Kobylnik, CFP, CHS, PFP Certified Financial Planner and Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
HI Jennifer,

Can you see if a change has been made?. I went and attempted to do it last night but I couldn't really confirm that it was completed.

Wayne

Wayne S. Kobylnik, CFP, CHS, PFP
Certified Financial Planner and Investment Representative
Quadrus Investment Services Ltd.
Fortuna Financial Group, 
Advisor Support Associate, Elizabeth Farquharson, 705-720-1475
Client Service Centre 1-888-252-1847

 VACATION ALERT : I will be away December 23 to January 5th
 
“Building my practice one trusted relationship at a time.""
Member of The Financial Advisors Association of Canada, ADVOCIS

The contents of this e-mail, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this e-mail on behalf of the intended recipient), please notify the sender immediately and delete or destroy this e-mail without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
Please note: If you do not wish to receive further emails from me, please email me and you will be automatically removed from my emailing list.
 
 


On Mon, Nov 17, 2025 at 1:46 PM Roe, Jennifer <Jennifer.Roe@advicecanada.com> wrote:
Hi Wayne, 
 
I trust that this email finds you well. 
 
I see that you have not registered for Workspace as of yet.  You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. 
 
All instructions are below.
 
*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.
 
Kindly let me know if you require any assistance and I’ll be happy to help.  
 
Thank you, 
 
Jenn 
 
 
 
Jennifer Roe 
 
Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743
 
 
 
In Partnership with
 
James Stewart
 
Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.",True,2025-11-28T16:56:28.000+0000,False,False,005OH00000BGf2TYAT,2025-11-28T16:56:28.000+0000,005OH00000BGf2TYAT,2025-11-28T16:58:37.000+0000,005OH00000BGf2TYAT,2025-11-28T16:58:37.000+0000,(705)720-1475,(705) 220-6666,wayne@fortunafg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp9NiYAI,False,,24119001,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH000002N6huYAC,2025-11-28T15:54:04.000+0000,005OH000002N6huYAC,2025-11-28T15:58:17.000+0000,005OH000002N6huYAC,2025-11-28T15:58:17.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp9kEYAQ,False,,24117329,003OH00000Wkp0KYAR,001OH00000eIsfkYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T15:23:55.000+0000,False,False,005OH000007fgYjYAI,2025-11-28T15:23:55.000+0000,005OH000007fgYjYAI,2025-11-28T15:23:56.000+0000,005OH000007fgYjYAI,2025-11-28T15:23:56.000+0000,(438)886-2474,,info@christinebourassa.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gp9yjYAA,False,,24116390,0031600002cIySYAA0,0010A000002wOKOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1285,Medium,"KB0020563- KB0020858 - Rotation 1 - Authenticated. Reset ISAM password. provided temporary password and helped reset User ID password.
User then received ERR-W1282 (KB0020561) - self guided to reset password 

Email: karlee@kvand.co 
Code: W6147
Code: W6148

********************************************************
Good morning, Karlee
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and assisting you in changing the temporary one I provided over the phone so you can successfully sign into your direct Workspace account after resetting your password.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T15:05:43.000+0000,False,False,005OH00000BG5v4YAD,2025-11-28T15:05:43.000+0000,005OH00000BG5v4YAD,2025-11-28T15:27:05.000+0000,005OH00000BG5v4YAD,2025-11-28T15:27:05.000+0000,(647)980-2456,(647) 980-2456,karlee@kvand.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpBZAYA2,False,,24117925,0030A0000029mbvQAA,0010A000002w9b5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T15:34:43.000+0000,False,False,005OH000007fgYjYAI,2025-11-28T15:34:43.000+0000,005OH000007fgYjYAI,2025-11-28T15:34:44.000+0000,005OH000007fgYjYAI,2025-11-28T15:34:44.000+0000,(418)690-5691,,l.page@pageservicesfinanciers.com,(418)690-8848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpCF3YAM,False,,24116713,0030A0000029oTwQAI,0010A000002wB7qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T15:12:03.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T15:12:03.000+0000,005G0000002gxxjIAA,2025-11-28T15:12:04.000+0000,005G0000002gxxjIAA,2025-11-28T15:12:04.000+0000,(514)822-4270,(514) 770-1614,alexander.ramirez@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpCgdYAE,False,,24123532,003G000001C3YsxIAF,0010A000002wRGVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Support staff unable to sign onto workspace KB0020858
***********
Hi Thuy , thank you for contacting the workspace support today.

To recap our call, you were receiving an error while logging into workspace due to failed attempts, I was able to reset your account, and you were able to successfully sign in. If you have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T17:27:11.000+0000,False,False,005OH00000BFQFCYA5,2025-11-28T17:07:02.000+0000,005OH00000BFQFCYA5,2025-11-28T17:27:11.000+0000,005OH00000BFQFCYA5,2025-11-28T17:27:11.000+0000,(613) 798-7700 ext 272,,james.busko@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpCzqYAE,False,,24117273,003G0000018f71zIAA,0010A000002wP5JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T15:22:50.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T15:22:50.000+0000,005G0000002gxxjIAA,2025-11-28T15:22:51.000+0000,005G0000002gxxjIAA,2025-11-28T15:22:51.000+0000,(450)777-4454,(450) 531-3417,info@gvestrie.ca,(450)777-7148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpE7LYAU,False,,24121757,0030A0000029gMMQAY,0010A000002w4PpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:37:24.000+0000,False,False,005OH00000865wTYAQ,2025-11-28T16:37:24.000+0000,005OH00000865wTYAQ,2025-11-28T16:37:24.000+0000,005OH00000865wTYAQ,2025-11-28T16:37:24.000+0000,(780)428-7700,,bdawson@sterlingwealthmgmt.com,(780)424-7710,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpEthYAE,False,,24121723,0030A0000029YvgQAE,0010A000002vyHeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:36:47.000+0000,False,False,0055o000002DK5fAAG,2025-11-28T16:36:47.000+0000,0055o000002DK5fAAG,2025-11-28T16:36:48.000+0000,0055o000002DK5fAAG,2025-11-28T16:36:48.000+0000,(905)936-9449,(416) 725-1669 PRIMARY,paul.atkins@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpFMbYAM,False,,24117301,003G0000018f71zIAA,0010A000002wP5JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T15:23:27.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T15:23:27.000+0000,005G0000002gxxjIAA,2025-11-28T15:23:27.000+0000,005G0000002gxxjIAA,2025-11-28T15:23:27.000+0000,(450)777-4454,(450) 531-3417,info@gvestrie.ca,(450)777-7148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpHt4YAE,False,,24119135,003OH00000M9C3oYAF,001OH00000QuyA4YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't sign in to Workspace,Medium,"Caller Name: ANDRE ALEXIS PINNOCK
Advisor or support staff: Advisor 
Advisor Code: Primerica P5804
Advisor Name: ANDRE ALEXIS PINNOCK	
Phone: 
Email: APINNOCK@PRIMERICA.COM		
1. Siebel verification: N/A
2. NOV ROTATION 1 QUESTIONS ASKED & CONFIRMED AS PER SIEBEL: N/A
Issue: trying to login to workspace, received password re-set link overnight and changed the password, tried to login now, didn't work.

RESOLUTION: WHILE ON THE CALL, HE DID THE PASSWORD RESET AGAIN/SIGNED IN/AUTHENTICATED USING SF AUTHENTICATOR. 
HAD HIM SIGN OUT/IN AGAIN TO CHECK WITH SUCCESS.

--------------------------------------***DDS  11/28/2025***--------------------------
Hello Andre,

Thank you for contacting Workspace Support today regarding Workspace access.

While on our call, you were able to re-set your password, authenticated using your Salesforce Authenticator, you were able to sign in.

We had you sign out/in again to ensure it worked again.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T16:07:23.000+0000,False,False,005OH00000AUS7aYAH,2025-11-28T15:56:00.000+0000,005OH00000AUS7aYAH,2025-11-28T16:07:23.000+0000,005OH00000AUS7aYAH,2025-11-28T16:07:23.000+0000,(647)999-4163,,apinnock@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpI4LYAU,False,,24117849,0031600002cIzC2AAK,0010A000002wOKSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access and Potential Breach,Medium,"*** DDS Nov 28th, 2025 ***
Non breach summary:
User wants to access MGA account, when he signs in through ""MGA"" on the sign in page, he actually logs in to his ADSL account. So we clear cache and cookies and the sign in works as intented. Reset password for MGA account, set up MFA and he signs in successfully.

Breach summary:
Details below for the breach.
All clients included in attachment. Breach concern: Advisor can see client details (DOB, contact info, policy numbers…) for old clients transferred to another advisor a year ago.

Potential Breach 	 
Clear Summary of Issue (in your own words):
 Advisor Austin Wassink has information about his previous clients under code D5814. He is in a new firm since August 2024, policies all transferred correctly but client details still visible to him on Workspace.
 
Channel
 
ADSL/ID: ID
 
User Information
 
Name, Role and Salesforce URL of User who reported the issue:
 
Name & Role: Austin Wassink (Advisor)
 
URL: 0035o000004H6GaAAK
 
Name and Salesforce URL of Advisor who is aligned to the Clients in Workspace (CIS) and potentially should not be seeing them:  Same, Austin Wassink.
 
Name and Salesforce URL of Advisor who potentially should be seeing the Clients:
 
Name: Amanda Paul
URL: 003OH00000MeeQOYAZ
 
Is there an active delegation between these advisors in Workspace?

Yes or No: No

Screening Questions (ask the user if you don't know):

Was there a recent Buy/Sell/Transfer/AOR on the Clients/Policies you are not seeing?
 
Answer: No, policies were sold or transferred in August 2024, appear correctly on her end with all info.
 
Is commission on this policy shared with another Advisor? If so what Advisor?

Answer: No
 


=============
Good morning Austin,

It was a pleasure speaking with you today and helping you access your MGA Workspace account.

During our call, I noticed when selecting “MGA” you were actually connecting to your Advisor Solutions account. I helped you reset your password and setup the verification method for your MGA Workspace account. In the end you signed in successfully.

However we also saw the list of clients from your previous firm. This should be changed quickly, so I have escalated this issue urgently with our Level 2 support team. They will investigate and contact you with more information very soon.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-01T16:04:35.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-28T15:33:25.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:04:35.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:04:35.000+0000,(289)764-4770,,austin.wassink@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpI5yYAE,False,,24118111,0030A0000029lmrQAA,0010A000002w8ryQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SimpleProtect Application,Medium,"REBECCA GRAHAM
IG services let us know that Rebecca needs guidance on SimpleProtect. 
I provided a link to the support page for learning about SimpleProtect and advised that they can let us know if they have any more questions/technical issues.

Email:
----------
Hello Rebecca,

It was brought to our attention that you need help with submitting an application on SimpleProtect. 

Please see this link to learn more about the updates on SimpleProtect. There is also a guide there if you would like to go through a general walkthrough of the options available to you.
https://www.acp.canadalife.com/more/technology/simpleprotect/simpleprotect-learning.html

If you are facing any technical issues, please let me know and I can investigate further.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: IG Insurance Services Inc <IGInsurance@ig.ca> 
Sent: November 27, 2025 10:09 AM
To: WebApp Support <WebAppSupport@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Compliance - IG <complianceig@ig.ca>; Morrison, Jared <jared.morrison2@ig.ca>; Guarino, Chris <Chris.Guarino@ig.ca>; Graham, Rebecca <rebecca.graham@igpwm.ca>
Subject: RE: insurance question - Canada Life 

Hello Team, Associate advisor, Rebecca Graham (84789) needs your guidance in submitting application. Thank you, IG Insurance Services Inc. (RR) IG Wealth Management 12th Floor, 447 Portage Ave, Winnipeg, MB R3B 3H5 IGInsurance@ ig. ca This communication
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Team,

Associate advisor, Rebecca Graham (84789) needs your guidance in submitting application. 


Thank you,   

IG Insurance Services Inc. (RR)
IG Wealth Management 
12th Floor, 447 Portage Ave, Winnipeg, MB R3B 3H5
IGInsurance@ig.ca 
 
 
This communication is intended for the recipient to which it is addressed, and may contain confidential, personal, and or privileged information.  If you are not the intended recipient of this communication, do not copy, distribute, or take action relying on it.  Any communication received in error must be deleted and destroyed.

From: Guarino, Chris <Chris.Guarino2@ig.ca> 
Sent: November 26, 2025 2:57 PM
To: IG Insurance Services Inc <IGInsurance@ig.ca>
Cc: Compliance - IG <complianceig@ig.ca>; Graham, Rebecca <Rebecca.Graham@igpwm.ca>; Morrison, Jared <Jared.Morrison2@ig.ca>
Subject: FW: insurance question - Canada Life 

Good afternoon,

We’re looking for some assistance and guidance as Canada Life’s user interface has recently gone through some changes. 

Thank you.  

 

Chris Guarino, MA Economics, CFP®
Director, Compliance
IG Wealth Management

Chief Compliance Officer, I.G. Insurance Services Inc.

Looking for a Policy? See: Compliance Document SharePoint site

This message (including any attachments) is CONFIDENTIAL and may be PRIVILEGED. If you are not an intended recipient you are hereby notified that any distribution, copying or use by you of this information is strictly prohibited. If you have received this message in error please immediately notify the sender and delete all copies of this information from your system. 

From: Compliance - IG <complianceig@ig.ca> 
Sent: November 26, 2025 2:48 PM
To: Guarino, Chris <Chris.Guarino2@ig.ca>
Cc: Graham, Rebecca <Rebecca.Graham@igpwm.ca>; Morrison, Jared <Jared.Morrison2@ig.ca>
Subject: insurance question - Canada Life 

Hi Chris, 

Will you kindly handle this inquiry from Rebecca?

Thank you, 
Reanne Valderama
Pronouns: She/Her
Coordinator, Compliance
IG Wealth Management Compliance – Tier 2
447 Portage Avenue, Winnipeg, MB R3C 3B6
Tel (204) 934-2861
E-Mail: Reanne.Valderama@ig.ca


Looking for a Policy?     See: Compliance Document Sharepoint site

The contents of this communication, including any attachments, are intended for the addressees only and may contain confidential information which may also be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient, please notify the sender immediately and delete or destroy this communication without copying, retaining, forwarding, or otherwise distributing it or its contents.  Use of the information contained herein is restricted to the agreed upon purpose between the sender and addressee.  Thank you.

 


From: Graham, Rebecca <Rebecca.Graham@igpwm.ca> 
Sent: November 26, 2025 2:20 PM
To: Compliance - IG <complianceig@ig.ca>
Cc: Morrison, Jared <Jared.Morrison2@ig.ca>
Subject: insurance question - Canada Life 

Hi,

Canada Life’s website is slightly different today.  I am an associate.  I am doing a new life insurance application and have a new option available.  Usually I login as myself and add this information at the end of an application – i.e. Rebecca Graham 0% Commission and Andrew Fox 100%.  FYI – Rick Lowe is no longer applicable.  I work on a team and Andrew Fox is the primary/lead consultant.  I am an associate and am insurance licensed.  However, we do have assistants and associates on the team that could login to do illustrations on behalf of myself, Andrew, etc.  Any guidance would be helpful.  Thanks.

What should I select?  I am doing applications without any instruction from Andrew How should I be 

 

Rebecca Graham, P.Eng., CFP
SENIOR FINANCIAL CONSULTANT
Lowe Fox Graham and Associates - IG Private Wealth Management 
Suite 5211, 333 96 Ave NE, Calgary, AB T3K 0S3 (second floor of 5000 building)
Direct: 403.617.6817 | Team Line: 403.338.2266 
Rebecca.Graham@igpwm.ca  
IG Wealth Management Inc – Securities Licensed
Member of the Power Financial Corporation Group of Companies 
Book a Meeting


                 
This is a confidential IG Wealth Management Inc. email intended for the addressee only and shall not be forwarded to any person without the express consent of the sender.  Please be aware that email communications (including replies) may not reach their destination, may not be opened on a timely basis, and may not be acted upon if they contain errors or omissions.  Trading instructions will not be accepted by email.",True,2025-11-28T15:37:49.000+0000,False,False,005OH00000BGf2TYAT,2025-11-28T15:37:49.000+0000,005OH00000BGf2TYAT,2025-11-28T15:44:31.000+0000,005OH00000BGf2TYAT,2025-11-28T15:44:31.000+0000,(403)253-4840,,rebecca.graham@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpJRsYAM,False,,24123786,003OH00000Y4t7OYAR,001OH00000glkYrYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration,Medium,"***DDS 2025-11-28***
User wanted to register for Workspace.
DDS assisted user with registration but user created User ID yesterday and received error ERR-W1510.
DDS advised user to wait 24 hours before trying to register again as bridge between Siebel and SF seems to not be completed.
 
================================================================================
****Email Chain**
Hello Yi,

It was a pleasure speaking to you earlier regarding your Workspace registration issue.

As discussed, please wait one more day before trying to register for Workspace as our system still requires some time to update with your new User ID. Once this time has passed, please go to the following link and click the Register Now button: Advisor Workspace Login – Canada Life

You will then be able to enter your User ID and password to continue your Workspace registration. If you have any issues with this process, feel free to reply to this email or give us a call at 1-800-475-7001 and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T17:20:29.000+0000,False,False,005OH00000AX0rVYAT,2025-11-28T17:11:05.000+0000,005OH00000AX0rVYAT,2025-11-28T17:20:29.000+0000,005OH00000AX0rVYAT,2025-11-28T17:20:29.000+0000,(647)889-9218,,loriayan@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpJa3YAE,False,,24127388,0030A0000029bmyQAA,0010A000002w0e4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected caller,Medium,"Advisor needed help with forms, call disconnected. calling them back. Notes in  Case-24125841",True,2025-11-28T18:16:30.000+0000,False,False,005OH00000BFiyTYAT,2025-11-28T18:07:54.000+0000,005OH00000BFiyTYAT,2025-11-28T18:16:30.000+0000,005OH00000BFiyTYAT,2025-11-28T18:16:30.000+0000,(416)230-0094,(416) 230-0094,performa@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpJbcYAE,False,,24121966,0035o000005p6hPAAQ,0015o000006N3L6AAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:40:53.000+0000,False,False,0055o000002DK5fAAG,2025-11-28T16:40:53.000+0000,0055o000002DK5fAAG,2025-11-28T16:40:54.000+0000,0055o000002DK5fAAG,2025-11-28T16:40:54.000+0000,(905)713-3338,,kristin.burns@edwardjones.com,(877)479-3161,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpKCgYAM,False,,24121800,0030A0000029dl1QAA,0010A000002w2CrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:38:17.000+0000,False,False,0055o000002DK5fAAG,2025-11-28T16:38:17.000+0000,0055o000002DK5fAAG,2025-11-28T16:38:18.000+0000,0055o000002DK5fAAG,2025-11-28T16:38:18.000+0000,(519)376-0095,,carla.black@ipcc.ca,(519)376-2978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpKZCYA2,False,,24118897,0030A0000029hqZQAQ,0010A000002w5eLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T15:52:29.000+0000,False,False,005OH000007fgYjYAI,2025-11-28T15:52:29.000+0000,005OH000007fgYjYAI,2025-11-28T15:52:29.000+0000,005OH000007fgYjYAI,2025-11-28T15:52:29.000+0000,(581)701-2555,,dumontjeanmarcel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpMJHYA2,False,,24120549,0030A0000029apWQAQ,0010A000002vztRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account Access Issue - Resolved,Medium,"•	Reason for call: Account locked, needs to unlock
Authentication: Yes/No, which rotation - Yes, november questions
•	Troubleshooting steps completed: Unlocked in SF, password reset link
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0021888

==========================
Bonjour Pierre,

Merci d'avoir contacté le support Workspace. C'était notre plaisir de vous aider à réinitialiser le mot de passe de votre compte Workspace aujourd'hui afin que vous puissiez retrouver l'accès.

Votre avis compte ! Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un bref sondage. 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T16:33:35.000+0000,False,False,005OH00000BFQFGYA5,2025-11-28T16:17:40.000+0000,005OH00000BFQFGYA5,2025-11-28T16:33:35.000+0000,005OH00000BFQFGYA5,2025-11-28T16:33:35.000+0000,(450)416-9737,(514) 515-1156,support@spafinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpNP2YAM,False,,24123567,0030A0000029YOCQA2,0010A000002vxpeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T17:07:42.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T17:07:42.000+0000,005OH00000BfjndYAB,2025-11-28T17:07:43.000+0000,005OH00000BfjndYAB,2025-11-28T17:07:43.000+0000,(250)860-6494,,bslutker@peakgroup.com,(250)860-6408,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpNVYYA2,False,,24129195,0030A000004A7xLQAS,0010A000004vIe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:38:14.000+0000,False,False,005OH000005URvxYAG,2025-11-28T18:38:14.000+0000,005OH000005URvxYAG,2025-11-28T18:38:14.000+0000,005OH000005URvxYAG,2025-11-28T18:38:14.000+0000,(780)431-0527,,arun.nair@igpwm.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpNtjYAE,False,,24120897,003G0000018f7WeIAI,0010A000002wPdXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:23:32.000+0000,False,False,0055o000002KxaMAAS,2025-11-28T16:23:32.000+0000,0055o000002KxaMAAS,2025-11-28T16:23:32.000+0000,0055o000002KxaMAAS,2025-11-28T16:23:32.000+0000,(780)539-5943,(780) 512-6130,tab@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpO1kYAE,False,,24119734,003G0000018f7VDIAY,0010A000002wPc8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access to assistant,Medium,"******DDS****** 11/28/2025
User needed guidance on how to get workspace access for assistant, advised TPA form needs to be filled and sent to DM, based on KB0017372 V12.


******EMAIL CHAIN******
Hello Gilles, 

     It was a pleasure assisting you today, 

     Regarding giving workspace access to your assistant Ruth, you will have to fill out the TPA form first Third-party access form (Direct) and send to distribution methodology at: Distribution_methodology@canadalife.com. Once completed you can follow the instructions in that form or reach for adding delegate access. I will also ensure to relay your feedback about the options on the support line. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
 I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T16:41:05.000+0000,False,False,005OH00000BFQFHYA5,2025-11-28T16:04:49.000+0000,005OH00000BFQFHYA5,2025-11-28T16:41:05.000+0000,005OH00000BFQFHYA5,2025-11-28T16:41:05.000+0000,(613) 445-5433,(613) 286-0750,gilles.berube@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpP2fYAE,False,,24128718,0030A0000029eAAQAY,0010A000002w2ZCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:30:40.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T18:30:40.000+0000,005OH00000BfjndYAB,2025-11-28T18:30:40.000+0000,005OH00000BfjndYAB,2025-11-28T18:30:40.000+0000,(604)788-2900,,blake.vancoughnett@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpQd7YAE,False,,24124077,0030A00000BmYz1QAF,0010A00000CN0IpQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****11/28/25 

Authenticated user as per Rotation 1 Questions - did a hard stop as user could not confirm which firm their MGA is aligned with
 
============================================================================================= 
 
****Email Chain****

Bonjour Genevieve,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès sur la plateforme Espace Affaires,

Comme discuté lors de notre appel, veuillez contacter votre AGD/AGA (Agence Générale Déléguée) pour confirmer toutes les informations liées à votre profile pour l’authentification dans le futur.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T17:40:57.000+0000,False,False,005OH0000097FtCYAU,2025-11-28T17:15:36.000+0000,005OH0000097FtCYAU,2025-11-28T18:16:54.000+0000,005OH0000097FtCYAU,2025-11-28T18:16:54.000+0000,(450)672-6410,,genevieve.ouimet@bgmfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpRIxYAM,False,,24123489,003G0000018f6g1IAA,0010A000002wOe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1282,Medium,"User is trying to sign in to Workspace but receives error message, but user is not able to reset password because he is not able to access to Outlook.  
Suggested setting up a new email for Workspace- user is unsure what he wants to do and will reach out if he needs further assistance. 
User still can not access Outlook email. 

Email: kevinplue@kgpwm.com 
Email: kevin.plue1@gmail.com

************************************************************
Good afternoon, Kevin 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace account!
 
Unfortunately, we will not be able to help you with signing into your Outlook account, if by chance you are able to, when you do attempt to sign into your Workspace account and receive the ERR-W1282, click on “Reset password” in which it will send a link to your email.
If you decide to change your email for Workspace at any point, please let me know and we can schedule a day and time to do so. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T17:06:09.000+0000,False,False,005OH00000BG5v4YAD,2025-11-28T17:06:09.000+0000,005OH00000BG5v4YAD,2025-11-28T17:37:25.000+0000,005OH00000BG5v4YAD,2025-11-28T17:37:25.000+0000,(905)988-6771,905 988 6771,kevinplue@kgpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpRafYAE,False,,24119672,003G0000018f7QOIAY,0010A000002wPWnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:03:51.000+0000,False,False,0055o000002KxaMAAS,2025-11-28T16:03:51.000+0000,0055o000002KxaMAAS,2025-11-28T16:03:51.000+0000,0055o000002KxaMAAS,2025-11-28T16:03:51.000+0000,(403)863-1613,(403) 863-1613,dane@clearpeak.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpRkTYAU,False,,24126185,003G0000018f6pWIAQ,0010A000002wOrFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Product Illustration,Medium,"user request assistance on how to reset his product illustration app password.
using KB0023420 responded to use selfserve link.

Email=============
Hello Jeff,

Thank you for reaching out to Workspace Support with your queries on how to reset the Product illustration password.

Upon investigation we have discover you do not have the correct group access for the Product Illustration App.

Your current access shows as below
 
 
It show also include  @londonlife.bz account for to be able to get into Product Illustration App.

 

To request for this please contact your RSA to request the missing account and group be requested via Access Request.

Your RSA contact:
Janielle Calma
(204) 946-8133
janielle.calma@gwl.ca

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   


Jeff Ricciardi <jeff@rwealth.ca> 
Sent: November 27, 2025 9:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Ricciardi, Jeff <jeff@rwealth.ca>
Subject: [EXT] 

Good morning, I have a couple LL polices I would like to run illustration on, but it says they are not available on Workspace, and when I go to Product illustrations it says the password is wrong, how do I reset it for access. \ Jeff Jeff A Ricciardi
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning, I have a couple LL polices I would like to run illustration on, but it says they are not available on Workspace, and when I go to Product illustrations it says the password is wrong, how do I reset it for access.\

Jeff

Jeff A Ricciardi
Financial Security Advisor
 
 
101C- 1001 William Street, Thunder Bay, ON, P7B 6M1
Phone: (807) 935-1761 //  Fax: (807) 345-8765 //Jeff@rwealth.ca
Wealth Management 
Corporate & Personal Financial Planning 
Retirement & Estate Planning 
Pension and Benefit Consulting 
If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-28T18:35:26.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-28T17:49:02.000+0000,005OH00000AZ3ZxYAL,2025-11-28T18:35:26.000+0000,005OH00000AZ3ZxYAL,2025-12-13T02:02:46.000+0000,(807)935-1761,,jeff@rwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpRsXYAU,False,,24128926,0030A0000029XVJQA2,0010A000002vx4AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1285,Medium,"***DDS 2025-11-28***
User was trying to login to Workspace but encountered error ERR-W1285.
DDS unlocked user's ISAM account and assisted with login.
 
================================================================================
****Email Chain**
Hello Annette,

It was a pleasure speaking to you earlier regarding your Workspace login issue. We’re happy we were able to assist you with your Workspace login by resetting your User ID password. 

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T18:54:28.000+0000,False,False,005OH00000AX0rVYAT,2025-11-28T18:33:55.000+0000,005OH00000AX0rVYAT,2025-11-28T18:54:28.000+0000,005OH00000AX0rVYAT,2025-11-28T18:54:28.000+0000,(604)689-8289X230,6046315932,annette@mrvafinancial.com,(604)689-2801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpUiIYAU,False,,24123314,0030A0000029VfCQAU,0010A000002vvXfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T17:03:06.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T17:03:06.000+0000,005OH00000BfjndYAB,2025-11-28T17:03:06.000+0000,005OH00000BfjndYAB,2025-11-28T17:03:06.000+0000,(604)375-1385,,rickycy@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpUzzYAE,False,,24121467,0030A0000029cr5QAA,0010A000002w1SkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:32:19.000+0000,False,False,005OH000004oiYEYAY,2025-11-28T16:32:19.000+0000,005OH000004oiYEYAY,2025-11-28T16:32:20.000+0000,005OH000004oiYEYAY,2025-11-28T16:32:20.000+0000,(519)772-5892,,chris@finstepz.com,(519)488-0774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpVckYAE,False,,24123189,0030A0000029YWFQA2,0010A000002vxvMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T17:01:05.000+0000,False,False,005OH000002npWUYAY,2025-11-28T17:01:05.000+0000,005OH000002npWUYAY,2025-11-28T17:01:05.000+0000,005OH000002npWUYAY,2025-11-28T17:01:05.000+0000,(416)304-0945,647-407-3726,david@potterpartners.ca,(416)304-0944,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpWbxYAE,False,,24120709,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:20:35.000+0000,False,False,005OH000007fgYjYAI,2025-11-28T16:20:35.000+0000,005OH000007fgYjYAI,2025-11-28T16:20:35.000+0000,005OH000007fgYjYAI,2025-11-28T16:20:35.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpWk5YAE,False,,24126552,0030A0000029d25QAA,0010A000002w1cIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T17:54:54.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T17:54:54.000+0000,005OH00000BfjndYAB,2025-11-28T17:54:55.000+0000,005OH00000BfjndYAB,2025-11-28T17:54:55.000+0000,(604)990-3570,,sean.ohara@iainvestia.ca,(604)357-1911,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpXmZYAU,False,,24121302,003G0000018f6uAIAQ,0010A000002wOw3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-CRM DATA,Medium,"user request assistance on the CRM data, he see the option for acknowledgement grey and cannot access the button.
From the screen shot he send it would appear he need to check beside both the 2 option on top before the I understand button is valid.

EMAIl===================
Hello Goeff,

Thank you for reaching out to Workspace Support for your queries.

To be sure I understand your request you wish to be able to press on the I UNDERSTAND button of this page.

For this button to be activated you must fisrt agree to the terms and conditions on top.

 

I hope this answers your questions.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: Geoff Barnett <geoff@barnettwealth.com> 
Sent: November 27, 2025 8:26 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] how do I accept / decline the CRM data.

 option is greyed out. no longer need access but advised i need to finalize by 'accepting' -- Geoff Barnett Barnett Wealth Management Inc. Financial Services and Employee Benefits 39 Collier St. Barrie, ON L4M 1G5 Phone: (705) 503-9690 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
  option is greyed out. no longer need access but advised i need to finalize by 'accepting'

-- 
Geoff Barnett
Barnett Wealth Management Inc.
Financial Services and Employee Benefits
39 Collier St. Barrie, ON L4M 1G5
Phone: (705) 503-9690  
Toll-Free: (833) 503-9690  
Cell : (705) 725-3601
www.barnettwealth.com
 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. We proudly comply with the new DNCL (do not call list) and we do all of our work on referrals from personal recommendation only.",True,2025-11-28T16:39:07.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-28T16:29:41.000+0000,005OH00000AZ3ZxYAL,2025-11-28T16:39:08.000+0000,005OH00000AZ3ZxYAL,2025-11-28T16:39:08.000+0000,(705)503-9690,(705) 725-3601,geoff@barnettwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpY4HYAU,False,,24120980,0030A0000029iihQAA,0010A000002w6MeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:24:45.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T16:24:45.000+0000,005G0000002gxxjIAA,2025-11-28T16:24:46.000+0000,005G0000002gxxjIAA,2025-11-28T16:24:46.000+0000,(514)953-7020X100,5142660494,clongpre@clgroupefinancier.com,(855)764-3552,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpYaZYAU,False,,24123430,0030A0000029Xe1QAE,0010A000002vxB1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T17:05:21.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T17:05:21.000+0000,005OH00000BfjndYAB,2025-11-28T17:05:21.000+0000,005OH00000BfjndYAB,2025-11-28T17:05:21.000+0000,(604)531-0022,,af@fransenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpZ0LYAU,False,,24121164,003G0000018f7JFIAY,0010A000002wPOVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Report - birth year: 1954 and 1955,Medium,"Hello Jason,

Our team has received your request to provide Client Listings report for Advisor code W2269. Please find the attached file for your reference.  I left full info but if you want to filter out just RSP/RIF’s etc go to Column “N” Account Type, and if you want to just choose birth year 1954, 1955 just go filter Column “S” Owner Birth Year.
This way you have all your data but can easily select what you need.
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Jason,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
8SG4A97ZR2
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 














Could you please provide a listing of RRSP’s with  birth year: 1954 and 1955 for advisor LL30254-Jason Begg

Cheers,

Tanya Murray (she, her)
Customer Service Specialist |  Wealth Operations Individual Investments
tanya.murray@canadalife.com  |  P: 226 781-7280 |  F: 855-463-0033
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-11-28T16:27:27.000+0000,False,False,005OH0000088z1hYAA,2025-11-28T16:27:27.000+0000,005OH0000088z1hYAA,2025-11-28T16:37:48.000+0000,005OH0000088z1hYAA,2025-11-28T16:37:48.000+0000,(705)748-5182,,jason@parkplacefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpZI8YAM,False,,24126960,003G0000018f7BTIAY,0010A000002wPFRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect address for policy# F574126040,Medium,"****DDS****12/01/25 

Level 2 advised to refer user to CSC as there is no REQ# for the request in WS
Address change request was done in 2019 and the REQs visible in WS only start from 2022
Updated user via email 

****DDS****11/28/25 

Address for client KARINE PEPIN-OLIGNY was updated in 2019 but WS shows the old address for the policy#  F574126040 while the other 8 policies have the correct address 
Escalated to Level 2 for address correction
 
============================================================================================= 
 
****Email Chain****

Bonjour Jessy,

Je fais un suivi par rapport à la demande de changement d’adresse pour votre client Karine Pépin Oligny.

L’équipe Soutien Technique Niveau 2 m’a informé que vous devrez contacter le Service à la Clientèle pour faire ces modifications. Une fois que l'équipe du siège social aura confirmé la finalisation du changement, celui-ci sera effectif dans l’Espace Affaires dans les 5 à 7 jours qui suivent. 

Service à la Clientèle : 1-888-252-1847


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 11:04 AM
To: Propulsion groupe financier (Jessy Cote) <jessy.cote@propulsiongf.com>
Subject: RE: Erreur sur Espace Affaire Karine Pépin Oligny - Cas 24126960

Bonjour Jessy,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant l’adresse de la police F574126040.

Cette requête a été transmis au Soutien Technique Niveau 2 et nous vous tiendrons informer dès qu’il y aura de nouveau.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jessy Côté <jessy.cote@propulsiongf.com> 
Sent: November 27, 2025 9:26 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Erreur sur Espace Affaire Karine Pépin Oligny
Importance: High

Bonjour, Nous avons effectué un changement d'adresse pour la cliente susmentionnée en 2019 et il semble que dans votre système 1 produit n'a pas été fait: Adresse pour les produits de votre client Adresse au dossier Associée à 4-1905 AV MAUFILS
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
 
Nous avons effectué un changement d'adresse pour la cliente susmentionnée en 2019 et il semble que dans votre système 1 produit n'a pas été fait:
Adresse pour les produits de votre client
Adresse au dossier
Associée à
4-1905 AV MAUFILS QUEBEC, QC G1J 4J7
1 Produit
1430 AV CHAMPFLEURY QUEBEC, QC G1J 4L8
8 Produits
Produits associés
Produits associés à l’adresse suivante : 4-1905 AV MAUFILS QUEBEC, QC G1J 4J7
•	 
Fonds communs de placement et fonds distincts
 
•	Fonds communs de placement - REER - Numéro de police F574126040
 Pourtant, tout a été fait chez Quadrus  mais reste toujours 1 produit dans Espace Affaire.
 
La bonne adresse est bien 1430 AV CHAMPFLEURY QUEBEC, QC G1J 4L8
 
Merci de me faire le suivi lorsque le tout sera réglé.
 
 
 
-- 
***Veuillez noter que nous avons déménagé au 250-1220 Boul Lebourgneuf en date du 25-11-2024!***
 


Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-12-01T23:18:02.000+0000,False,False,005OH000002iN7pYAE,2025-11-28T18:01:15.000+0000,005OH0000097FtCYAU,2025-12-02T21:24:09.000+0000,005OH000002iN7pYAE,2025-12-02T21:24:09.000+0000,(418)686-6186X221,(418) 998-9958,david.levesque@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpZq2YAE,False,,24124171,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,couldn't hear client-,True,2025-11-28T21:40:44.000+0000,False,False,005OH000007edoDYAQ,2025-11-28T17:17:10.000+0000,005OH000007edoDYAQ,2025-11-28T21:40:44.000+0000,005OH000007edoDYAQ,2025-11-28T21:40:44.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpaZCYAY,False,,24123582,003OH00000YLmEJYA1,001OH00000hLMGOYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace and User ID Registration-,Medium,"*****DDS***** 11/28/2025
User needed help registering for workspace and USERID. authenticated user using KB0017316, KB0022055 and KB0018402. Advised user to wait 24-48 hours before registering for workspace.




******email chain****
Hello Ian,

     It was a pleasure assisting you with registering for your user id today.

     Next step would be to wait 24-48 hours before initiating registration for workspace. Below are the instructions for workspace registration and link to use. 

     You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password: 
 
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   If needed.
 
 
 
 
•	 
1.	Click on Next to navigate to the next page 

o	Read and accept the Terms of use
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
1.	Verify the email by clicking Verify Now 

o	Your account will be activated once the email is verified
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/.

You will also be prompted to set up MFA. Please if you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T17:38:19.000+0000,False,False,005OH00000BFQFHYA5,2025-11-28T17:07:57.000+0000,005OH00000BFQFHYA5,2025-11-28T19:03:22.000+0000,005OH00000BFQFHYA5,2025-11-28T19:03:22.000+0000,(639)994-3385,,ian.rana@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpcnqYAA,False,,24123038,0030A000008P3QVQA0,0010A000009IJhUQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,clarification on the update for 24065048/ INC1872926,Medium,"Advisor needs clarification on this simple protect application. Reached out to SL Samantha as she is the last one who escalated and have this INC1872926 created. Advisor disconnected the call while waiting for an update. Reiterated to the advisor the guidance and update via a follow up email.

======================

Hi Jin,

Thank you for contacting the workspace support about the status of the case 24065048 / INC1872926.

According to the assessment after the investigation, the simple protect application that you have started were not successfully created and the team is unable to fix the error. Suggested workaround is file a new application as they confirm that everything should be good. My leader has also sent you an email confirming the assessment and guidance. As much as I want to provide you the client details, but we do not have it on our end. Please reach out to the client for you to restart the application.

I understand that this is not the outcome that you are expecting and my apologies for the inconvenience. Thank you for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T17:14:33.000+0000,False,False,005OH00000BFPZHYA5,2025-11-28T16:58:31.000+0000,005OH00000BFPZHYA5,2025-11-28T17:49:58.000+0000,005OH00000BFPZHYA5,2025-11-28T17:49:58.000+0000,(416)731-8765,(416) 731-8765,simpleinsuranceshop@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpdrzYAA,False,,24122640,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:52:10.000+0000,False,False,005OH000005URvxYAG,2025-11-28T16:52:10.000+0000,005OH000005URvxYAG,2025-11-28T16:52:10.000+0000,005OH000005URvxYAG,2025-11-28T16:52:10.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpdvJYAQ,False,,24129857,003OH00000VbNbpYAF,001OH00000cY0hXYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace and user id registration-,Medium,"User needed help registering for workspace and USERID. authenticated user using KB0017316, KB0022055 and KB0018402. Walked user through registration for userid and workspace.

*******email chain******
Hello Edward, 

   It was a pleasure assisting you with your workspace and user id registration.

   Looks like you are all set up now. Please allow 24-48 hours for information to download. If you have any questions, please don’t hesitate to reach out. Have a good weekend!
 
   I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T19:14:29.000+0000,False,False,005OH00000BFQFHYA5,2025-11-28T18:47:54.000+0000,005OH00000BFQFHYA5,2025-11-28T19:26:42.000+0000,005OH00000BFQFHYA5,2025-11-28T19:26:42.000+0000,(905)937-6537,,ed@autonomyfp.ca,(905)937-8323,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpeEYYAY,False,,24122589,0030A0000029VVpQAM,0010A000002vvP1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:51:22.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T16:51:22.000+0000,005OH00000BfjndYAB,2025-11-28T16:51:22.000+0000,005OH00000BfjndYAB,2025-11-28T16:51:22.000+0000,(604)557-7497,,lfree@envisionfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpeUkYAI,False,,24128935,0030A0000029fcdQAA,0010A000002w3lFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:34:01.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T18:34:01.000+0000,005OH00000BfjndYAB,2025-11-28T18:34:02.000+0000,005OH00000BfjndYAB,2025-11-28T18:34:02.000+0000,(604)709-5838,(604) 360-5741,anna_dai@vancity.com,(604)709-5833,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpg54YAA,False,,24122960,0030A0000029Y2cQAE,0010A000002vxYKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:57:10.000+0000,False,False,005OH000005URvxYAG,2025-11-28T16:57:10.000+0000,005OH000005URvxYAG,2025-11-28T16:57:11.000+0000,005OH000005URvxYAG,2025-11-28T16:57:11.000+0000,(780)702-0344X104,,tom@lifeguidefinancial.com,(780)702-0523,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpibVYAQ,False,,24122751,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:53:59.000+0000,False,False,005OH000005URvxYAG,2025-11-28T16:53:59.000+0000,005OH000005URvxYAG,2025-11-28T16:53:59.000+0000,005OH000005URvxYAG,2025-11-28T16:53:59.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpiq1YAA,False,,24122769,0030A0000029VcoQAE,0010A000002vvVMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:54:22.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T16:54:22.000+0000,005OH00000BfjndYAB,2025-11-28T16:54:23.000+0000,005OH00000BfjndYAB,2025-11-28T16:54:23.000+0000,(604)308-8404,,robert@mrlifeinsurance.ca,(604)504-7546,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpjMHYAY,False,,24122851,0030A0000029n59QAA,0010A000002w9zZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T16:55:29.000+0000,False,False,005OH000005URvxYAG,2025-11-28T16:55:29.000+0000,005OH000005URvxYAG,2025-11-28T16:55:30.000+0000,005OH000005URvxYAG,2025-11-28T16:55:30.000+0000,(780)421-9255,,may@maychan.ca,(780)421-9256,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpkQSYAY,False,,24130440,003G0000018f7BjIAI,0010A000002wPFhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-FASAT SITE,Medium,"user was refer by methodology distribution to assist in locating the FASAT site on workspace.

provide user with step with image on where to locate the FASAT site.
NO KBA found
email=============
Hello Amy,

Thank you for reaching out to Workspace Support, from the trail on this email it would appear you have been refer from the distribution methodology regarding your where access to the FASAT site from the Workspace plateform.

Below is the image on where you find the FASAT site.

1.when you log in you workspace account, go on your overview page.
2. scroll down to the other tools and platforms.

 

Unfortunately I cannot guide beyond reaching the site as we do not have any access to FASAT site other than the link.

I hope this information is helpful.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 27, 2025 9:30 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Lee, Amy <amy@amy-lee.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: J. Wall - Tyger CI pol del_y 24_09_27 // 69032749C

Hi Amy.

I am including @Workspace Support in this email to assist you with accessing FASATWeb on Workspace under the Advisor Solutions channel.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Field Payroll <FieldPayroll@canadalife.com> 
Sent: November 25, 2025 10:01 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Lee, Amy <amy@amy-lee.ca>
Subject: FW: J. Wall - Tyger CI pol del_y 24_09_27 // 69032749C

Hello,
Can you please assist the advisor for Workspace access?


Thank you!!
Mauryavi Mehta (she/her)
Advisor Compensation & Payroll Specialist
Contracts & Compensation | Advisory Network
mauryavi.mehta@canadalife.com

Distribution Support and Operations: helping You succeed
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Amy Lee <amy@amy-lee.ca> 
Sent: November-25-25 9:58 AM
To: Field Payroll <FieldPayroll@canadalife.com>
Subject: [EXT] Re: J. Wall - Tyger CI pol del_y 24_09_27 // 69032749C

I do not know why this is not on WS for my access? Who do I check for that? Thank you Amy Lee RRC www. amy-lee. ca 519-890-8649 From: Field Payroll <FieldPayroll@ canadalife. com> Sent: Tuesday, November 25, 2025 8: 58: 06 AM To: Amy Lee <amy@ amy-lee. ca>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I do not know why this is not on WS for my access?

Who do I check for that?

Thank you 

Amy Lee  RRC

www.amy-lee.ca
519-890-8649






________________________________________
From: Field Payroll <FieldPayroll@canadalife.com>
Sent: Tuesday, November 25, 2025 8:58:06 AM
To: Amy Lee <amy@amy-lee.ca>
Subject: RE: J. Wall - Tyger CI pol del_y 24_09_27 // 69032749C 
 
Hello,
Yes, please review the pay statement for code F1991 from Nov 17-22,2025 pay period.
 
 
 
Thank you!!
Mauryavi Mehta (she/her)
Advisor Compensation & Payroll Specialist
Contracts & Compensation | Advisory Network
mauryavi.mehta@canadalife.com
 
Distribution Support and Operations: helping You succeed
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Amy Lee <amy@amy-lee.ca> 
Sent: November-24-25 4:39 PM
To: Field Payroll <FieldPayroll@canadalife.com>
Subject: [EXT] Fw: J. Wall - Tyger CI pol del_y 24_09_27 // 69032749C
 
Please confirm i was paid for this Thank you Amy Lee RRC www. amy-lee. ca 519-890-8649 From: Amy Lee <amy@ amy-lee. ca> Sent: Monday, November 24, 2025 4: 37: 51 PM To: Workspace Support <workspacesupport@ canadalife. com> Subject: Fw: J. 
Please confirm i was paid for this 
 
Thank you 
 
Amy Lee  RRC
 
www.amy-lee.ca
519-890-8649
 
 
 
 
 
 
________________________________________
From: Amy Lee <amy@amy-lee.ca>
Sent: Monday, November 24, 2025 4:37:51 PM
To: Workspace Support <workspacesupport@canadalife.com>
Subject: Fw: J. Wall - Tyger CI pol del_y 24_09_27 // 69032749C 
 
Please add to my access as I sold & placed this policy.
 
Thank you
 
 
Amy Lee  RRC
 
www.amy-lee.ca
519-890-8649
 
 
 
 
 
 
________________________________________
From: Pridham, Cassandra <Cassandra.Pridham@canadalife.com> on behalf of Yost, Courtney <Courtney.Yost@canadalife.com>
Sent: Monday, November 24, 2025 3:18:49 PM
To: Amy Lee <amy@amy-lee.ca>
Cc: Roe, Lori <Lori.Roe@canadalife.com>; Yost, Courtney <Courtney.Yost@canadalife.com>
Subject: RE: J. Wall - Tyger CI pol del_y 24_09_27 // 69032749C 
 
Hi Amy
 
I am not sure why this would not show up on your end.  You may want to reach out to your manger for assistance or contact the service desk.
 
I do see the owner on this policy is Tyger Mechanical Solutions Inc.
 
 
Thank you
 
Cassandra Pridham (She/Her)                          
New Business Coordinator  |  New Business Operations and Underwriting         
Phone: (226)212-8008 |  Toll-free phone: 1-855 817-4953
Cassandra.Pridham@canadalife.com
 
Placing requirements can be sent directly to policy placing at: policyplacing@canadalife.com
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Amy Lee <amy@amy-lee.ca> 
Sent: November 21, 2025 4:03 PM
To: Roe, Lori <Lori.Roe@canadalife.com>; Yost, Courtney <Courtney.Yost@canadalife.com>
Subject: [EXT] Re: J. Wall - Tyger CI pol del_y 24_09_27
Importance: High
 
This is owned by Tyger Mechanical however not showing under their account. Please rectify ASAP and advise what is required from me. Thank you Amy Lee RRC www. amy-lee. ca 519-890-8649 From: Amy Lee Sent: Friday, September 27, 2024 4: 30: 02 PM To: 
This is owned by Tyger  Mechanical however not showing under their account.
 
Please rectify ASAP and advise what is required from me.
 
Thank you 
 
 
Amy Lee  RRC
 
www.amy-lee.ca
519-890-8649
 
 
 
 
 
 
________________________________________
From: Amy Lee
Sent: Friday, September 27, 2024 4:30:02 PM
To: policyplacing@canadalife.com <policyplacing@canadalife.com>
Subject: J. Wall - Tyger CI pol del_y 24_09_27 
 
Created by Microsoft Lens
https://go.microsoft.com/fwlink/?LinkID=524811",True,2025-11-28T18:56:40.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-28T18:56:40.000+0000,005OH00000AZ3ZxYAL,2025-11-28T18:57:09.000+0000,005OH00000AZ3ZxYAL,2025-11-28T18:57:09.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpl1YYAQ,False,,24123868,0030A0000029YikQAE,0010A000002vy4sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TPA Delegation Request,Medium,"****DDS****11/28/25 

 User is requesting for TPA delegation - advised user to submit completed forms to DM via email
 
============================================================================================= 
 
****Email Chain****

Bonjour Anny-Claude,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la délégation.

Comme mentionné dans l’ancien courriel, veuillez envoyer ces formulaires complétés et signé à l’équipe de Méthodologie de la Distribution par courriel : Distribution_Methodology@canadalife.com.
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Anny-Claude Pelletier <acpelletier@sfjdoucet.ca> 
Sent: November 27, 2025 1:28 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Re: Tr: RE: Authenticator Canada Vie - Accès adjoint -- INC1713652

Bonjour, voici la même demande pour Mme Jessica Lavoie. Merci et bonne journée! -- Jessyca Lavoie Adjointe Services financiers Jacquelin Doucet inc. 1230 boul Wallberg, bureau 210 Dolbeau-Mistassini QC G8L 1H2 Tél. : 418-276-6170 ext. : 14 Fax
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 
 
voici la même demande pour Mme Jessica Lavoie.
 
Merci et bonne journée! 
--
Jessyca Lavoie
Adjointe
Services financiers Jacquelin Doucet inc.

1230 boul Wallberg, bureau 210
Dolbeau-Mistassini  QC G8L 1H2
Tél. : 418-276-6170 ext. : 14
Fax : 418-276-7321
Message texte : 418-800-3113


 
----------Message original---------- 
De : Anny-Claude Pelletier<acpelletier@sfjdoucet.ca>
À : CLWorkspaceSupport@canadalife.com
Date/Heure : 2025-11-27 13:41:52
Sujet : Re: Tr: RE: Authenticator Canada Vie - Accès adjoint -- INC1713652
Bonjour, 
 
voici 3 demandes pour avoir accès à titre de tiers des accès Canada Vie de Sébastien Blais, Anny-Claude Pelletier et Jacquelin Doucet.
 
Merci et bonne journée! 
--
Jessyca Lavoie
Adjointe
Services financiers Jacquelin Doucet inc.

1230 boul Wallberg, bureau 210
Dolbeau-Mistassini  QC G8L 1H2
Tél. : 418-276-6170 ext. : 14
Fax : 418-276-7321
Message texte : 418-800-3113


----------Message original---------- 
De : Anny-Claude Pelletier<acpelletier@sfjdoucet.ca>
À : Jessyca Lavoie<jessyca.lavoie@sfjdoucet.ca>, Anny-Claude Pelletier<acpelletier@sfjdoucet.ca>
Date/Heure : 2025-11-26 14:44:14
Sujet : Tr: RE: Authenticator Canada Vie - Accès adjoint -- INC1713652
 
 
----------Message original---------- 
De : CL Workspace Support<CLWorkspaceSupport@canadalife.com>
À : Anny-Claude Pelletier<acpelletier@sfjdoucet.ca>
Cc : Sebastien Blais<sebastien.blais@sfjdoucet.ca>, Jessyca Lavoie<jessyca.lavoie@sfjdoucet.ca>
Date/Heure : 2025-08-04 12:34:29
Sujet : RE: Authenticator Canada Vie - Accès adjoint -- INC1713652
Bonjour Anny-Claude,
 
Merci d'avoir contacté l'équipe de Soutien Technique d'Espace affaires pour obtenir de l’aide avec le processus de délégation.
 
Veuillez remplir et signer le formulaire ci-joint et l’envoyer à l’adresse suivant pour traitement : Distribution_Methodology@canadalife.com
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Arthur B.   
Spécialiste en soutien de la distribution numérique  
Distribution Digital Support (DDS)    
Digital Enablement
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
From: Anny-Claude Pelletier <acpelletier@sfjdoucet.ca>
Sent: July 31, 2025 3:06 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Sebastien Blais <sebastien.blais@sfjdoucet.ca>; Jessyca Lavoie <jessyca.lavoie@sfjdoucet.ca>
Subject: [EXT] Tr: Authenticator Canada Vie - Accès adjoint -- INC1713652
 
Bonjour, J'ai une question, car j'ai deux adjoint(e)s qui travailler dans mes dossiers et depuis la double authentification, ils sont incapable sans ma présence de se rendre dans mon accès Canada vie, est-ce possible de leur fournir une facon
 
Bonjour,
 
J'ai une question, car j'ai deux adjoint(e)s qui travailler dans mes dossiers et depuis la double authentification, ils sont incapable sans ma présence de se rendre dans mon accès Canada vie, est-ce possible de leur fournir une facon de ce connecter pour pouvoir avoir accès aux formulaires, illustrations et mes dossiers? 
 
Leur nom est Sébastien Blais et Jessyca Lavoie, ils sont en Copie de ce courriel.
 
Vous pouvez me joindre au bureau dans le 418-276-6170.
--
Merci et Bonne journée!
___________________________
ANNY-CLAUDE PELLETIER
Planificatrice financière, B.A.A.
Conseillère en sécurité financière/Services Financiers Jacquelin Doucet inc
Représentante de courtier en épargne collective/MICA Capital inc

1230, Boul. Wallberg Bureau 210
Dolbeau-Mistassini, Qc G8L 1H2
Tél.: (418) 276-6170 ext.:2082
Fax.:(418) 276-7321
AVIS DE CONFIDENTIALITÉ
Ce message et ses pièces jointes peuvent être confidentiels, protégés par le secret professionnel et sont à l'usage exclusif du destinataire ci-dessus. Toute autre personne, est par la présente avisée, qu'il lui est strictement interdit de le diffuser, le distribuer ou le reproduire. Si ce message ne s'adresse pas à vous, S.V.P veuillez l'effacer ou nous en aviser immédiatement au (418) 276-6170.
 
 
----------Message original----------
De : Anny-Claude Pelletier<acpelletier@sfjdoucet.ca>
À : CVSoutiensEspaceAffaires@canadavie.com
Date/Heure : 2025-07-22 14:03:00
Sujet : Authenticator Canada Vie
Bonjour,
 
J'ai changé de téléphone cellulaire et je voudrais savoir où je peux retrouvé le code QR à scanner pour entré de nouveau Canada Vie dans mon Authenticator?
 
Vous pouvez aussi me joindre au bureau (418-276-6170) ou sur mon cellulaire (418-618-5158).
 
--
Merci et Bonne journée!
___________________________
ANNY-CLAUDE PELLETIER
Planificatrice financière, B.A.A.
Conseillère en sécurité financière/Services Financiers Jacquelin Doucet inc
Représentante de courtier en épargne collective/MICA Capital inc

1230, Boul. Wallberg Bureau 210
Dolbeau-Mistassini, Qc G8L 1H2
Tél.: (418) 276-6170 ext.:2082
Fax.:(418) 276-7321
AVIS DE CONFIDENTIALITÉ
Ce message et ses pièces jointes peuvent être confidentiels, protégés par le secret professionnel et sont à l'usage exclusif du destinataire ci-dessus. Toute autre personne, est par la présente avisée, qu'il lui est strictement interdit de le diffuser, le distribuer ou le reproduire. Si ce message ne s'adresse pas à vous, S.V.P veuillez l'effacer ou nous en aviser immédiatement au (418) 276-6170.",True,2025-11-28T17:12:23.000+0000,False,False,005OH0000097FtCYAU,2025-11-28T17:12:23.000+0000,005OH0000097FtCYAU,2025-11-28T17:12:24.000+0000,005OH0000097FtCYAU,2025-11-28T17:12:24.000+0000,(418)276-6170,,acpelletier@sfjdoucet.ca,(418)276-7321,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gplccYAA,False,,24125983,0030A0000029kZpQAI,0010A000002w7u2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access issue: WS account locked,Medium,"Advisor code: 22482
Authentication? Incomplete, as caller couldn't provide phone number on file
Call details: Caller is reporting an access issue, based on their WS account, it was locked due to multiple invalid password entry.
Caller provided, correct full name, one advisor active code, correct email address, correct MGA name, but couldn't provide their business phone number.
Caller also needed to check a client's mailing address.
>>>Email sent to Tracy A. to update the phone number, caller Cc'd, and provided CSC contact in a different email.

---------------------------------------------------EMAIL-----------------------------------------
Hi Thais and Tracy,

@thais.mckee@personalizedwealth.com Thank you for contacting Workspace Support.

As discussed, for authentication purposes, we need to update your phone number in our records. To help expedite this process, we have included Tracy in this correspondence so she can assist with updating the information promptly.

We sincerely appreciate your patience and understanding as we work to ensure your details are accurately updated.

@Aphayvong, Tracy Could you please update the contact information in Siebel for Advisor THAIS MCKEE, associated with advisor codes 22482:
•	Business Phone: 905-308-2020

Thank you for your assistance.

If you have additional questions or require further support, please do not hesitate to let us know

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


-----------------------
Good day Thais, 

Thank you for contacting the Workspace Support team.

For all your product and process inquiries on Wealth and insurance , please reach out to the Customer service team at: 1-888-252-1847

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T18:20:08.000+0000,False,False,005OH00000AbCcLYAV,2025-11-28T17:45:47.000+0000,005OH00000AbCcLYAV,2025-11-28T18:22:06.000+0000,005OH00000AbCcLYAV,2025-11-28T18:22:06.000+0000,(780)493-7280,(780) 328-2562 ext 110,thais.mckee@personalizedwealth.com,(866)208-7508,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpluSYAQ,False,,24130106,003G0000018f6t1IAA,0010A000002wOukQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:51:30.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T18:51:30.000+0000,005G0000002gxxjIAA,2025-11-28T18:51:30.000+0000,005G0000002gxxjIAA,2025-11-28T18:51:30.000+0000,(450)818-9808,(514) 918-0312,louis.lamontagne@orchestro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpmaLYAQ,False,,24125267,0030A0000029levQAA,0010A000002w8mSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Seg Fund Account Status,Medium,"***DDS 2025-11-28***
User wanted to inquire about the status of her Seg Fund account application and was transferred to Workspace Support by Kristen (CSC).
DDS confirmed and redirected user to CSC.
 
================================================================================
****Email Chain**
Hello Mary-Kate,

It was a pleasure speaking to you earlier regarding your Seg Fund application status. We’re sorry we couldn’t assist you in finding the status of your Seg Fund application. As discussed, Client Service Centre should be able to assist you with your Seg Fund status inquiry. They can be reached at 1-888-252-1847.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T17:59:40.000+0000,False,False,005OH00000AX0rVYAT,2025-11-28T17:33:51.000+0000,005OH00000AX0rVYAT,2025-11-28T18:00:21.000+0000,005OH00000AX0rVYAT,2025-11-28T18:00:21.000+0000,(604)795-5566,(604)793‐3449,daryl.martz@martzwealth.com,(604)795-5365,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpn3QYAQ,False,,24134375,0030A0000029f16QAA,0010A000002w3FGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"Code terminated in error, f/u after resolution",Medium,"*** DDS 01DEC2025 ***
after working with C&C, DAS and DM to restore access to advisor's BOB, referred to C&C re why this happened in the first place
-------------------------EMAIL CHAIN:
Mei.Qin@edwardjones.com",True,2025-12-01T13:28:37.000+0000,False,False,005OH000006wv2TYAQ,2025-11-28T19:57:07.000+0000,005OH000006wv2TYAQ,2025-12-01T13:28:38.000+0000,005OH000006wv2TYAQ,2025-12-01T13:28:38.000+0000,(403)217-9436,,,(866)666-4693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpoU2YAI,False,,24123811,0030A0000029XHQQA2,0010A000002vwtLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Multifactor reset,Medium,"*11/28*
----------------
sean wilson
h0874
4th attemtp to get this sorted out, cannot get into my Workspace, 
authenticated
disconnected authenticator app and walked through registering the new one 
able to log into Workspace, 
emailed contracts and licensing on users behalf

*email*
----------------

Good afternoon Sean, 

Thank you for contacting the Workspace Support Team with your MFA inquiry. 

You had been having an issue with your authenticator apps over the last 3 – 4 weeks preventing you from accessing Workspace, you also had issues with the phone number in our system aligned with your H0874 that was preventing us from being able to authenticate you and assisting with getting you logged back into Workspace. You reached out to your MGA, and they told you it was our problem, this had you stuck between your Workspace, your MGA and unable to service your clients. Today we were able to authenticate you and help you log into your Workspace successfully. Since you had issues with getting your MGA to update your aligned phone number, will reach out on your behalf. If there are any questions or concerns, please reply to this email. 

@Contracts & Licensing, Canada Life can you please update the phone number in Siebel aligned with H0874 to (403) 992-2455, the information there is out of date, and this is causing the advisor issues with passing their authentication so we can assist them. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T18:18:10.000+0000,False,False,005OH000008919xYAA,2025-11-28T17:11:28.000+0000,005OH000008919xYAA,2025-11-28T18:18:10.000+0000,005OH000008919xYAA,2025-11-28T18:18:10.000+0000,(403)228-8226,,sean@morainewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gppUyYAI,False,,24125485,0030A0000029ZFNQA2,0010A000002vyZeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T17:37:35.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T17:37:35.000+0000,005OH00000BfjndYAB,2025-11-28T17:37:36.000+0000,005OH00000BfjndYAB,2025-11-28T17:37:36.000+0000,(778)279-8033,,magigliotti@shaw.ca,(778)279-8044,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpqXTYAY,False,,24126180,0030A0000029aaZQAQ,0010A000002vzhTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T17:48:57.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T17:48:57.000+0000,005OH00000BfjndYAB,2025-11-28T17:48:58.000+0000,005OH00000BfjndYAB,2025-11-28T17:48:58.000+0000,(877)344-4011X4,,simon@lifeinsurancecanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpqamYAA,False,,24129351,0030A000004A7xLQAS,0010A000004vIe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:40:44.000+0000,False,False,005OH000005URvxYAG,2025-11-28T18:40:44.000+0000,005OH000005URvxYAG,2025-11-28T18:40:45.000+0000,005OH000005URvxYAG,2025-11-28T18:40:45.000+0000,(780)431-0527,,arun.nair@igpwm.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpqcKYAQ,False,,24126773,003G0000018f6y9IAA,0010A000002wP0nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Advisor Code Issue in SP,Medium,"Referred to DM because old advisor code which they're stating is inactive is still active in Siebel and likely causing the issue.

===Email Chain===

Hello Ashley,

Thank you for contacting the Workspace Support Team.

We can see that Jordan Ferdinand’s former code (W5280) is still active in the head office system which feeds the data into Simple Protect.

@Distribution Methodology Can you please investigate why this advisor’s former code is still active? They switched MGA firms and are now with RTI.
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Latham, Ashley (she/her) <Ashley.Latham@advicecanada.com> 
Sent: November 27, 2025 2:30 PM
To: WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Cc: Lacey, Yolanda <Yolanda.Lacey@advicecanada.com>
Subject: FW: Simple Protect

Hi there, 

Jordan joined RTI and he is saying that only his old (inactive) W code is available on Simple Protect.  How do we get this fixed?

Thank you kindly, 

Ashley Latham (she/her)
Business Development Director | BC Region
ashley.latham@advicecanada.com | 
Office: 604-256-9171 Mobile: 236-558-9714

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Jordan Ferdinands <Jordan@rtiwealth.ca> 
Sent: November 26, 2025 1:55 PM
To: Latham, Ashley (she/her) <Ashley.Latham@advicecanada.com>
Subject: [EXT] Simple Protect

Hi Ashley, Thanks for lunch today. . I noticed it still only gives this option on my SimpleProtect:                                                                                                                                             
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Ashley,

Thanks for lunch today.. I noticed it still only gives this option on my SimpleProtect:",True,2025-11-28T17:58:17.000+0000,False,False,0050A000000qsPeQAI,2025-11-28T17:58:17.000+0000,0050A000000qsPeQAI,2025-11-28T18:04:24.000+0000,0050A000000qsPeQAI,2025-11-28T18:04:24.000+0000,(604)372-1820,(604) 617-7866,jordan@rtiwealth.ca,(604)372-1821,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpqdxYAA,False,,24128829,0030A0000029eZlQAI,0010A000002w2tKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:32:24.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T18:32:24.000+0000,005OH00000BfjndYAB,2025-11-28T18:32:24.000+0000,005OH00000BfjndYAB,2025-11-28T18:32:24.000+0000,(604)202-2534,,ian@hunterfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpr27YAA,False,,24125567,0030A0000029ZbjQAE,0010A000002vyqlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T17:38:55.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T17:38:55.000+0000,005OH00000BfjndYAB,2025-11-28T17:38:55.000+0000,005OH00000BfjndYAB,2025-11-28T17:38:55.000+0000,(604)903-2522,,gpriest@beemwealth.ca,(604)903-2555,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gprGeYAI,False,,24125841,0030A0000029bmyQAA,0010A000002w0e4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't find form in workspace -Misdirected caller,Medium,"Advisor wasn't able to find form in their workspace account. Transfered them to CS.

RICHARD M KENNEDY
KB0021498
Hello Richard,

Thank you for calling workspace support team with form access issue. I am so happy to investigate this for you.

In our today’s call, you needed help to find the form. As I have checked, you don’t have access to the form 70-0016 through workspace account. I transferred you to Client services department and they will be able to assist you with this. Unfortunately, I can only assist you with technical inquiries related to workspace. If you have any questions related to advisor content hub like forms you can reach out AdvisorContent@canadalife.com . 

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T18:14:17.000+0000,False,False,005OH00000BFiyTYAT,2025-11-28T17:43:41.000+0000,005OH00000BFiyTYAT,2025-11-28T18:14:17.000+0000,005OH00000BFiyTYAT,2025-11-28T18:14:17.000+0000,(416)230-0094,(416) 230-0094,performa@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gprwbYAA,False,,24126918,003G0000018f7t5IAA,0010A000002wPzKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Register for access to Canada Life Workspace,Medium,"Caller Name: Pat Piccione 
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Pat Piccione 	
Phone: 905-877-3535 
Email: piccipa@bell.net		
1. Siebel verification: 
2. NOV ROTATION 1 QUESTIONS ASKED & CONFIRMED AS PER SIEBEL
Issue: To register do I have a password or do I need to create a new one

FINDINGS: AS PER EMAIL FROM DM, HE CREATED HIS USER ID SPRING2024 ON TUESDAY NOV 25
checked ISAM, FOUND Spring2024@clext IS ACTIVE. tied to his current email piccipa@bell.net	
no siebel acct found for ADSL and email was sent from DM to the ADSL mailbox 
the email they sent indicated Producer Code is SRVONLY

tried just the last name, only 1 CL profile found
the activation 1-1K8M2S used used in TIM TM comes back with Isam ID piccipa@clext not Spring2024@clext
both tied to the same email. Both IDs are seen in ISAM
checked tim tam using Spring2024@clext and I get a CL acct wtih activation code MISCXFY245 created just this week which matches the producer code in the email DM sent, SRVONLY. 

his Siebel acct is the one noted MISC, his code is M7868 and shows xferred. Confirmed in Question corner/Samantha replied. If needed we can authenticate /accept the transferred code seen in Siebel.
(If the user provides their Service Only ""M code"" during authentication that's fine (these codes show a transferred status). any other code (other than a ""M"" code) whether MGA or direct, it has to be an ""active"" code)

--------------------------------------***DDS  11/28/2025***--------------------------
RESOLUTION: SENT INSTRUCTIONS ON HOW TO REGISTER FOR WORKSPACE
FOLLOW UP EMAIL SENT.
--------------------------------------***DDS  11/28/2025***--------------------------
Hello Pat,

Your message was sent to us by Distribution Methodology as we understand you need some assistance registering for Workspace access.

I read the messages below advising you’ve already completed your registration for RepNet and created the username SPRING2024
 
Please follow the steps below to register for Workspace. You will need the above user id and the password you created for this user id on Tuesday.
 
Step 1: Click on the link Register
Step 2: Enter your RepNet ID and Password you. If you can’t remember your Username or password, please click here to reset it or let us know so we can offer you some guidance.
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.

When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other. 

You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

If you still require assistance, we will need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



--------------------------------------***DDS  11/28/2025***--------------------------
EMAIL RECEIVED FROM DM
--------------------------------------***DDS  11/28/2025***--------------------------
Hi team,

Would you be able to support Pat on completing Workspace registration?

Thank you kindly,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Pat Piccione <piccipa@bell.net> 
Sent: November-28-25 08:11 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: Re: FW: [EXT] Re: Register for access to Canada Life Workspace-Pat Piccione

To register do I have a password or do I need to create a new one? ------ Original Message ------ From: Distribution_Methodology@ canadalife. com To: piccipa@ bell. net Cc: Distribution_Methodology@ canadalife. com Sent: Tuesday, November 25th 2025,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
To register do I have a password or do I need to create a new one?
------ Original Message ------
From: Distribution_Methodology@canadalife.com
To: piccipa@bell.net Cc: Distribution_Methodology@canadalife.com
Sent: Tuesday, November 25th 2025, 14:23
Subject: FW: [EXT] Re: Register for access to Canada Life Workspace-Pat Piccione
 
Hi Pat,
I have just reviewed our system again and noticed that you have created your user ID SPRING2024 in the morning today. Before starting the second step - Register for Workspace, you must wait 48 hours as it takes some time for the system to allow you to move onto the next step for Workspace registration completion.
If you have any question on how to complete the remaining step, please kindly reach out to our Workspace Support team at <workspacesupport@canadalife.com> further assist.
 
Hope this helps.
 
Thank you,
 
Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Pat <piccipa@bell.net> 
Sent: November-25-25 10:21 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace-Pat Piccione
 
I don’t remember my repnet info! Sent from my iPhone On Nov 25, 2025, at 10: 08 AM, Distribution Methodology <Distribution_Methodology@ canadalife. com> wrote: Hi Pat, As stated in my previous email, please see the below registration letter
 
I don’t remember my repnet info!
Sent from my iPhone


 
On Nov 25, 2025, at 10:08 AM, Distribution Methodology <Distribution_Methodology@canadalife.com> wrote:

Hi Pat,
 
As stated in my previous email, please see the below registration letter and start the process. Once you are done with the registration process, please kindly advise to us so that we can reach out to the next team, who can assist you to access to the GWL investment policies.
 
Thank you,
 
Jiwon Byun (She/her)",True,2025-11-28T20:48:55.000+0000,False,False,005OH00000AUS7aYAH,2025-11-28T18:00:30.000+0000,005OH00000AUS7aYAH,2025-11-28T20:48:55.000+0000,005OH00000AUS7aYAH,2025-11-28T20:48:55.000+0000,(905) 877-3535,,piccipa@bell.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpsRGYAY,False,,24126701,003G0000018f6VhIAI,0010A000002wOSOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration access - 24079906,Medium,"Tried to call back for case 24079906 but no answer. Email sent to set up a call.
=============
Good afternoon Neil,

I have received information from our Level 2 support team indicating that your access to Product Illustrations can be restored by updating the UserID (LL number) password before signing in to Product Illustrations.

To do so, could you tell me a time that would suit you to set up a call later today or next week to do resolve this issue? I will then confirm a good time for a call. Thank you so much.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T18:02:05.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-28T17:57:09.000+0000,005OH00000AbJ7aYAF,2025-11-28T18:02:05.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:02:35.000+0000,(506)799-4216,(506) 650-8855,neil@shillingtonwealth.com,(506)910-0998,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpskYYAQ,False,,24124975,0035o0000073amAAAQ,0015o000007grFyAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advisor is getting the Error: ERR-P202 when trying to access Policy 20580431 in Workspace.,Medium,"***DDS Nov.28/205***
Advisor is getting the Error: ERR-P202 message when trying to access Policy 20580431 in Workspace. Sent this to L2 via email at WorkspaceServiceLeaders@canadalife.com. Provided neccessary information to investigate further.
REF KB: KB0021789  

*****Email*****
Hello @Workspace Service Leaders,

The Advisor is getting the Error: ERR-P202 message when pulling up this policy 20580431 in Workspace. Please refer to screenshot the user provided below. Per KB0021789, please find below some more supporting details for this case.

Salesforce ID: 0035o000005iL3lAAE
First Name: JOANNE
Last Name: MACHADO
Advisor Code: E2997
Policy Number: 20580431
Client Name: CONSTANCE LAMOTHE

Please let me know if you need further information – thanks for the help!


Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Joanne Machado <Joanne.Machado@richardsonwealth.com> 
Sent: November 27, 2025 8:15 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Agent Change Request - Constance Lamothe (#20580431) - Case - 24124975

Hello Canada Life, per the below email I am still having issues fully accessing the above policy on WorkSpace. (for the last week) I keep getting “Sorry, something went wrong. We're working to fix it as quickly as possible. Please come
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



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Hello Canada Life, per the below email I am still having issues fully accessing the above policy on WorkSpace.  (for the last week)  I keep getting “Sorry, something went wrong. We're working to fix it as quickly as possible. Please come back later. Error: ERR-P202”
 
Something has not been set up correctly.  Please investigate issue and advise asap
 
 
 
 
Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited.
Tel. 416.969.4733  .  joanne.machado@richardsonwealth.com
100 Queens Quay East, Suite 2500, Toronto, ON, M5E 1Y3
 
Inforce Servicing Requests: rwl.insuranceservices@richardsonwealth.com
New Business Requests: rwl-insurancenewbusiness@richardsonwealth.com
 
 
 
 
 
www.richardsonwealth.com  
 
  
 
 
 
 
From: Willi, Genevieve <Genevieve.Willi@canadalife.com> 
Sent: Thursday, November 20, 2025 10:18 AM
To: Joanne Machado <Joanne.Machado@richardsonwealth.com>
Subject: FW: Agent Change Request (x3) - Canada Life - Robert Bierman (#20580430 & 60057217P) & Constance Lamothe (#20580431)
 
	You don't often get email from genevieve.willi@canadalife.com. Learn why this is important 

External/Externe
 
Hi
 
AOR changes have now been completed-the advisor should be able to access the policy within two to three days
 
 
 
 
 
Genevieve Willi 
Sr. Business Operations Coordinator 
Contracts & Compensation Services
The Canada Life Assurance Company 
Tel. 416-552-3514  Fax 416-552-5589 
E-mail: Genevieve_Willi@canadalife.com
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
From: Joanne Machado <Joanne.Machado@richardsonwealth.com> 
Sent: November 17, 2025 1:21 PM
To: Cleary, Natasha <Natasha.Cleary@canadalife.com>
Cc: Riina Muzaffar <Riina.Muzaffar@RichardsonWealth.com>; Mark Antaya <Mark.Antaya@RichardsonWealth.com>; Ryan Raven <Ryan.Raven@RichardsonWealth.com>; Angelo Palmiotto <Angelo.Palmiotto@RichardsonWealth.com>
Subject: [EXT] FW: Agent Change Request (x3) - Canada Life - Robert Bierman (#20580430 & 60057217P) & Constance Lamothe (#20580431)
 
Hello Natasha, can you please find out why only 2 (20580430 & 60057217P) of the 3 above AoR transfers were completed? Below confirms that we cannot access policy 20580431 No results for ""20580431"" We searched the objects you use
 
Hello Natasha, can you please find out why only 2 (20580430 & 60057217P) of the 3 above AoR transfers were completed?  Below confirms that we cannot access policy 20580431
 
No results for ""20580431""
We searched the objects you use most and didn't find any matches for ""20580431"".
 
Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited.
Tel. 416.969.4733  .  joanne.machado@richardsonwealth.com
100 Queens Quay East, Suite 2500, Toronto, ON, M5E 1Y3
 
Inforce Servicing Requests: rwl.insuranceservices@richardsonwealth.com
New Business Requests: rwl-insurancenewbusiness@richardsonwealth.com
 
 
 
 
 
www.richardsonwealth.com  
 
  
 
 
From: Joanne Machado 
Sent: Thursday, October 16, 2025 11:32 AM
To: commissions@canadalife.com
Cc: Riina Muzaffar <Riina.Muzaffar@RichardsonWealth.com>; Ryan Raven <Ryan.Raven@RichardsonWealth.com>; Mark Antaya <Mark.Antaya@RichardsonWealth.com>; Angelo Palmiotto <Angelo.Palmiotto@RichardsonWealth.com>; Kal Dhanda <Kal.Dhanda@RichardsonWealth.com>
Subject: Agent Change Request (x3) - Canada Life - Robert Bierman (#20580430 & 60057217P) & Constance Lamothe (#20580431)
 
Hello Canada Life, please proceed with these attached requested AoR Transfers.
 
Riina, please note that Canada Life is taking between 30 and 90 days to complete AoR Transfers.   I will advise when completed.
 
Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited.
Tel. 416.969.4733  .  joanne.machado@richardsonwealth.com
100 Queens Quay East, Suite 2500, Toronto, ON, M5E 1Y3
 
Inforce Servicing Requests: rwl.insuranceservices@richardsonwealth.com
New Business Requests: rwl-insurancenewbusiness@richardsonwealth.com
 
 
 
 
 
www.richardsonwealth.com  
 
  
 
 
From: Riina Muzaffar <Riina.Muzaffar@RichardsonWealth.com> 
Sent: Monday, September 29, 2025 8:24 AM
To: RWL - Insurance Services <RWL.InsuranceServices@RichardsonWealth.com>
Cc: Ryan Raven <Ryan.Raven@RichardsonWealth.com>
Subject: Agent Change Request (x3) - Canada Life - Robert Bierman (#20580430 & 60057217P) & Constance Lamothe (#20580431)
 
Hello,
 
Please see the attached AOR Change request. Strictly looking for the ability to continue servicing the policy, without commissions. AOR Change Forms & Client Disclosure Forms are attached. Policy details are below. 
 
Please advise should anything further be required.
 
There are 3 policies in this request.
 
Servicing Advisor: Mark Antaya
Client Name: Robert Bierman
Carrier: Canada Life
Policy Type: Term 20
Policy#: 20580430
 
Servicing Advisor: Mark Antaya
Client Name: Robert Bierman
Carrier: Canada Life
Policy Type: Whole Life – Max 20
Policy#: 60057217P
 
Servicing Advisor: Mark Antaya
Client Name: Constance Lamothe
Carrier: Canada Life
Policy Type: Term 20
Policy#: 20580431
 
Thank you!
Riina
 
 
Riina Muzaffar  
Associate • Antaya Wealth Counsel • Richardson Wealth Limited
Tel. 613.788.8012
Toll Free 1.888.572.7735 
Email Riina.Muzaffar@RichardsonWealth.com
343 Preston Street, Suite 300, Ottawa ON, K1S 1N4
 
 
 
www.RichardsonWealth.com
Click here to read Our Principles.
Unsubscribe
 
 
 
 
 
________________________________________

This email communication is confidential. If you are not the intended recipient, please notify me at the telephone number shown above or by return email and delete this communication and any copy. Clients should be advised that electronic orders will not be accepted since Richardson Wealth Limited cannot guarantee that such orders will reach their destination, be opened on a timely basis or be executable if the email contains errors or omissions. Thank you.

Ce courriel est confidentiel. S'il ne s'adresse pas à vous, veuillez m'en informer en appelant au numéro de téléphone ci-dessus ou en me le retournant. Veuillez le détruire ainsi que toutes copies. Les clients doivent savoir que les ordres électroniques ne seront pas acceptés puisque Patrimoine Richardson Limitée ne peut pas garantir que ces ordres se rendront à destination, qu'ils seront ouverts en temps utile ou qu'ils pourront être exécutés si le courriel contient des erreurs ou des omissions. Merci.

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De temps à autre, notre filtre de pourriels peut retarder l’acheminement de courriels légitimes. Si le délai de livraison de votre message est critique, veuillez demander que l’on vous envoie un accusé de réception.",True,2025-11-28T17:55:48.000+0000,False,False,005OH00000BFQFBYA5,2025-11-28T17:29:35.000+0000,005OH00000BFQFBYA5,2025-11-28T17:56:32.000+0000,005OH00000BFQFBYA5,2025-11-28T17:56:32.000+0000,(416)969-4733,,joanne.machado@richardsonwealth.com,(416)969-4733,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpt8jYAA,False,,24124571,0030A00000BmYz1QAF,0010A00000CN0IpQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Assist Desk Inquiry,Medium,Consulted Assist Desk regarding case# 24124077 for clarification on KB0021888,True,2025-11-28T18:08:23.000+0000,False,False,005OH0000097FtCYAU,2025-11-28T17:23:26.000+0000,005OH0000097FtCYAU,2025-11-28T18:08:23.000+0000,005OH0000097FtCYAU,2025-11-28T18:08:23.000+0000,(450)672-6410,,genevieve.ouimet@bgmfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpv8zYAA,False,,24130669,0030A00000BgA3SQAV,0010A00000CGKmcQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:00:16.000+0000,False,False,005OH000002iJPDYA2,2025-11-28T19:00:16.000+0000,005OH000002iJPDYA2,2025-11-28T19:00:17.000+0000,005OH000002iJPDYA2,2025-11-28T19:00:17.000+0000,(778)586-7888,,lvguangyuan423@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpvAYYAY,False,,24125872,0030A0000029ZdYQAU,0010A000002vysVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T17:44:04.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T17:44:04.000+0000,005OH00000BfjndYAB,2025-11-28T17:44:05.000+0000,005OH00000BfjndYAB,2025-11-28T17:44:05.000+0000,(250)869-5950,,william@williamambrock.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpwGLYAY,False,,24126904,003G000001hVqWQIA0,0010A000002wSwTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:00:16.000+0000,False,False,005OH00000AdAzSYAV,2025-11-28T18:00:16.000+0000,005OH00000AdAzSYAV,2025-11-28T18:00:17.000+0000,005OH00000AdAzSYAV,2025-11-28T18:00:17.000+0000,(519)669-9996,519 590 0744,jake.radcliffe@pixelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpxaYYAQ,False,,24126465,0035o000005iM1VAAU,0010A000002w1gUQAQ,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Nov 28 2025

Bonjour Mirna,

Je voulais vous informer que notre équipe n’a trouvé aucune liste dans nos dossiers correspondant au code que vous avez mentionné.

Veuillez noter que le code n’est plus actif.

Merci et bonne journée! 

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊  Wealth support (swoogo.com) 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des


From: Mirna Sulukjian <msulukjian@peakgroup.com> 
Sent: November 18, 2025 10:16 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Marcel Beaulieu

Bonjour, Veuillez nous envoyer la liste de clients de Marcel Beaulieu 87187. Merci, Mirna Sulukjian Coordinatrice soutien administratif et aux conseillers | Administrative Coordinator and Advisor Support T : 514. 844. 6911, poste 2297 | extension
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Veuillez nous envoyer la liste de clients de Marcel Beaulieu 87187.

Merci,

Mirna Sulukjian
Coordinatrice soutien administratif et aux conseillers | Administrative Coordinator and Advisor Support
T : 514.844.6911, poste 2297 | extension 2297
F : 514.844.3739
 
msulukjian@peakgroup.com


Groupe financier PEAK | PEAK Financial Group
www.groupepeak.com | www.peakgroup.com

 

L’information contenue dans ce message, incluant tous les documents joints, est personnelle et confidentielle. Elle est destinée au seul usage de l’individu ou entité nommée ci-dessus. Toute lecture, copie, divulgation, appropriation ou dissémination du contenu de ce message par toute autre personne que le destinataire est strictement défendue. Si vous avez reçu la communication par erreur, veuillez la détruire et nous en informer immédiatement. Nous vous remercions de votre collaboration.

The information contained in this transmission, including any files attached, is intended solely for the individual or entity to which it is addressed and is confidential in nature. Please be advised that any distribution, reproduction or other use of this document by anyone other than the addressee is strictly prohibited. If you have received this communication by error, please notify us immediately and delete it. Thank you for your cooperation",True,2025-11-28T17:53:35.000+0000,False,False,005OH000002iN7rYAE,2025-11-28T17:53:35.000+0000,005OH000002iN7rYAE,2025-11-28T17:53:35.000+0000,005OH000002iN7rYAE,2025-11-28T17:53:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpxieYAA,False,,24126916,0030A0000029m8HQAQ,0010A000002w98dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cant confirm advisor code,Medium,"Advisor need to reset MFA however unable to confirm his advisor code, refer to contracts&compensation@canadalife.com 
===============

Hi Kim,

Thank you for contacting the workspace support about resetting your multi-factor authenticator app/ MFA.

Unfortunately, we are unable to confirm your advisor code as part of our authentication process for security reason. Our goal is to make doing business with us as easy as possible while keeping your account secure. Resetting your multi-factor authentication provides access to all your Workspace information, so we need to confirm it’s you before proceeding.

Please reach out to contracts&compensation@canadalife.com  to confirm your advisor code and do call us back once it has been confirmed.

Thank you for your time and patience on this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T18:18:01.000+0000,False,False,005OH00000BFPZHYA5,2025-11-28T18:00:27.000+0000,005OH00000BFPZHYA5,2025-11-28T18:28:22.000+0000,005OH00000BFPZHYA5,2025-11-28T18:28:22.000+0000,(902)305-0563,,kged11@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpyhvYAA,False,,24128480,003G0000018f7CuIAI,0010A000002wPGrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Product Illustrations, there was a problem with the ID and password missing @londonlife.bz account",Medium,"*11/28*
----------------




Mike Anderson
26631
There was a problem verifying your password or the version of the product illustration compoenents. 
had them update the app from workspace
There was a problem with the USERID and password. 
they are missing the @londonlife.bz account

*email*
----------------
Hello Mike,

Thank you for accepting my call today.

I'm glad I could assist you today in accessing your Canada Life illustrations tool.

It would mean a lot to me if you took a quick minute to take this survey regarding your experience.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Kind regards,
 
Ashley. S
Senior Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  


 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.





Hello Leaders, 

Mike Anderson is missing their @londonlife.bz account for product illustrations. He called us stating it was a password issue and was resistant to troubleshooting his error message which was first related to the version of the app and then after we installed that it was giving the problem with the ID and password error. In the screen shot below it’s showing that his @londonlife.bz account is missing and none of the other accounts contain the groups required to access the app. He was with a client and not pleased with this, he was told that it would be escalated to you guys. I did not bother with attempting to try to reset his @llext account because it would just waste more time and it would have irritated him more. 

 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Good aftrernoon Mike, 

Thank you for contacting the Workspace Support Team with your product illustrations inquiry. 

You were attempting to access your product illustrations app but were receiving the error related to your version or password. We  walked you through updating the app from Workspace but then error changed to problem exists with ID or password, this is due to a critical component to your account missing that provides access to this app, we have escalated your case to our leadership, we will reach out to you once the issue has been corrected.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T19:36:20.000+0000,False,False,005OH000008919xYAA,2025-11-28T18:26:56.000+0000,005OH000008919xYAA,2025-11-28T21:18:12.000+0000,0055o000001h8zDAAQ,2025-12-13T02:02:07.000+0000,(403)521-6370,(403) 680-7300,mike@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpz9SYAQ,False,,24132008,0030A0000029cbnQAA,0010A000002w1HPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Training Request,Medium,"Workspace Training Request
Hi Allan, 

Thank you for reaching out to the Workspace Support team to schedule a training session. 

To book a Workspace training session, please provide the following:
•	A few dates and times for booking the training session
•	Best number to reach you 
•	Your time zone
•	Any topic you would like to have training on during this call (if nothing specific, we will do an overview of Workspace and its features)

Have a wonderful day. 😊

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Thursday, November 27, 2025 9:50 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: Allan Troster Topic: Would you like additional training on Workspace/Salesforce? Yes What can we help
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Allan Troster
Topic: 
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:  N/A",True,2025-11-28T19:20:41.000+0000,False,False,0055o000001zVCKAA2,2025-11-28T19:20:33.000+0000,0055o000001zVCKAA2,2025-11-28T19:20:42.000+0000,0055o000001zVCKAA2,2025-11-28T19:20:42.000+0000,(416)818-8825,,atroster@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gpzcOYAQ,False,,24127235,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:05:35.000+0000,False,False,0055o000001NWfMAAW,2025-11-28T18:05:35.000+0000,0055o000001NWfMAAW,2025-11-28T18:05:36.000+0000,0055o000001NWfMAAW,2025-11-28T18:05:36.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq0AMYAY,False,,24134241,0030A0000029lTAQAY,0010A000002w8dVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:54:59.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T19:54:59.000+0000,005OH000004Ir1xYAC,2025-11-28T19:54:59.000+0000,005OH000004Ir1xYAC,2025-11-28T19:54:59.000+0000,(403)991-6418,(778) 985-6418,beth@mb-group.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq0wgYAA,False,,24128250,003G0000018f6u7IAA,0010A000002wOw0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:22:55.000+0000,False,False,0055o000002KxaMAAS,2025-11-28T18:22:55.000+0000,0055o000002KxaMAAS,2025-11-28T18:22:56.000+0000,0055o000002KxaMAAS,2025-11-28T18:22:56.000+0000,(403)474-9316,(403) 620-5254,matthew@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq1HdYAI,False,,24129765,0030A0000029o2yQAA,0010A000002wAmgQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login link shared,Medium,"MATTHEW SHIPLEY
C1779
matt@opesadvisory.com
Advisor was trying to access workspace account through registration link . Informed the member that they are already registered with us and shared the link for workspace website.

Hello Matt,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed help logging in to your workspace account. I shared our website Advisor Workspace Login – Canada Life address with you. You were able to login by creating your new password. Please let me know if you have any question.

 I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T18:47:23.000+0000,False,False,005OH00000BFiyTYAT,2025-11-28T18:46:39.000+0000,005OH00000BFiyTYAT,2025-11-28T18:47:23.000+0000,005OH00000BFiyTYAT,2025-11-28T18:47:23.000+0000,(613)220-8141,,matt@opesadvisory.com,(613)738-2904,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq2jxYAA,False,,24128112,0030A0000029i9BQAQ,0010A000002w5uTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1510,Medium,"Caller Name: Barbra Williams (goes by Barb)
Advisor or support staff: Advisor support
Advisor Code: B5207
Advisor Name: BRIAN KENNEDY-MGA
Phone: 
Email: barb@dekfinancial.com		
1. Siebel verification: COMPLETED
2. NOV ROTATION 1 QUESTIONS ASKED & CONFIRMED AS PER SIEBEL
Issue: Was provided an advisor code B5207. Just registered for repnet. Can't login now to Workspace. ERR-W1510 and now ERR-W1281

RESOLUTION: she just received the email from DM today and created BWDEKFIN@clext today only. advised her she has to allow 2 business days before registering for Workspace

CHECKED ISAM, NOT LOCKED. CHECKED TPA ACCESS IN SIEBEL, NONE FOUND. 
ADVISED HER TO REGISTER FOR WORKSPACE AFTER 2PM TUESDAY AND THEN IT MAY TAKE UPTO 48HRS TO VIEW THE ADVISORS BOOK OF BUSINESS.

SENT FOLLOW UP

--------------------------------------***DDS  11/28/2025***--------------------------
Hello Barbra,

Thank you for contacting Workspace Support today regarding accessing Workspace and receiving ERR-W1510.

It was a pleasure speaking to you.

To recap: During our LogMeIn Session, we determined you only received the confirmation from Distribution Methodology today and just registered your User ID BWDEKFIN. 

Please allow 48 hours before registering for Workspace. 

Step 1: Click on the link Register
Step 2: Enter your RepNet ID and Password. If you can’t remember your Username or password, please click here to reset it or you can call service desk at 1-800-459-5141.
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.

When you sign in, you will be prompted to setup Multifactor Authentication, select the method, SalesForce or Other. You will need to download an authenticator app on you phone depending on the selection you choose, SalesForce or  Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks. 
 
To log into Workspace, click on this link: https://workspace.canadalife.com 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T18:48:46.000+0000,False,False,005OH00000AUS7aYAH,2025-11-28T18:20:46.000+0000,005OH00000AUS7aYAH,2025-11-28T18:48:46.000+0000,005OH00000AUS7aYAH,2025-11-28T18:48:46.000+0000,(519)536-0584,,bkadvises@pm.me,(877)201-9855,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq3hdYAA,False,,24129042,0030A0000029dJKQAY,0010A000002w1sAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Process inquiry,Medium,"*** DDS Nov 28th, 2025 ***
User wants to know how to complete and submit an app on SP. Referred to RSA for more info.
=============
Good afternoon Cori,

It was a pleasure speaking with you today about completing and submitting an insurance application through Workspace.

Applications can be done through Simple Protect or New Business WebApp. We can help you with any technical question if you experience errors or blockages in that process.

For more information on what to submit, how to complete info, what type of application to do, I would advise to contact Janet de Bruijn, your Regional Sales Associate, at janet.debruijn@canadalife.com or over the phone at (403) 663-2507.

She will be able to provide more information on this. This page: New Business WebApp resource page can also provide some useful information on applications.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T18:51:25.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-28T18:35:54.000+0000,005OH00000AbJ7aYAF,2025-11-28T18:51:26.000+0000,005OH00000AbJ7aYAF,2025-11-28T18:51:26.000+0000,(403)262-8939,,cori@timmonsestate.com,(403)265-8991,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq5DLYAY,False,,24132693,0030A0000029oTwQAI,0010A000002wB7qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:31:10.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T19:31:10.000+0000,005G0000002gxxjIAA,2025-11-28T19:31:11.000+0000,005G0000002gxxjIAA,2025-11-28T19:31:11.000+0000,(514)822-4270,(514) 770-1614,alexander.ramirez@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq5d0YAA,False,,24130727,0031600002T0clqAAB,0010A000002wNyVQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"*** DDS Nov 28th, 2025 ***
New phone for user so authenticated, question 1, called back on cell number in Siebel, disconnected old MFA and reset MFA for Workspace. Login successful.
============
Good afternoon Erik,

It was a pleasure speaking with you today and helping you reconnect your Salesforce Authenticator to your Workspace account.

During our call, I disconnected the old authentication method and helped you connect to the Salesforce Authenticator app. In the end you signed in successfully.

I’m glad I was able to assist you today reconnect Salesforce Authenticator to your account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-28T19:23:39.000+0000,False,False,005OH00000AbJ7aYAF,2025-11-28T19:01:10.000+0000,005OH00000AbJ7aYAF,2025-11-28T19:23:39.000+0000,005OH00000AbJ7aYAF,2025-11-28T19:23:39.000+0000,(780)409-8926,(780) 994-1586,erik@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq7GfYAI,False,,24130194,0030A000002ubcoQAA,0010A000003g8DiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Caller Name: NICOLAS TOMPKINS
Advisor or support staff: Advisor 
Advisor Code: C3627 MGA AND W2865
Advisor Name: NICOLAS TOMPKINS	
Phone: OLD CELL (416) 668-3703. 
Email: nicolas@tompkinsinsurance.com		
1. Siebel verification: VERIFIED NOV ROTATION 1 QUESTIONS ASKED & CONFIRMED AS PER SIEBEL. HE VERIFIED THE OLD CELL #. HE WILL GET THEM UPDATED.
Issue: ERR-W1281. can't login. not sure what to use to login

FINDINGS: KB0020560 ERR-W1281

test dummy on both SF profiles
he recalled the usernames, TompkinsNicolas@clext and Ntompkins@clext and they're associated with his current email

RESOLUTON: BOTH REGISTERED/SETUP COMPLETED.

He didn't want to do a logmein sesson to help him
guided him through. 
followed KB0020858  as he didn't know the password. already verified NOV ROTATION 1 QUESTIONS 

reset password for TompkinsNicolas@clext, gave him Canada@2025
he registered W2865 and he's signed in with Advisor Solutions association/setup SF authenticator
had him sign out/in to test.

RESET THE Ntompkins@clext, gave him Canada@2025
this time using C3627 code he's signed in with MGA association/setup SF authenticator
had him sign out/in to test.


MGA
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001nddBAAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HGPLAA4%26cntc%3D0035o000004HGPLAA4%26id%3D0055o000001nddBAAQ

ADSL
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001lBciQAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A00000BRJkqQAH%26cntc%3D0030A00000BRJkqQAH%26id%3D0050A000001lBciQAE



--------------------------------------***DDS  11/28/2025***--------------------------
Hello Nicolas,

Thank you for contacting Workspace Support regarding your Workspace account registrations for both your MGA as well as Advisor Solutions profile.. 
 
It was a pleasure speaking with you! 
 
To recap, completed verifications for both your MGA Advisor Codes C3627 and your Advisor Solutions Code W2865.

You confirmed your Repnet ID’s for both as TompkinsNicolas@clext and Ntompkins@clext, I then provided you with a temporary password to register for each profile.

We went through your account registration, You connected your Salesforce authenticator app and you were able to login successfully ( https://workspace.canadalife.com/). 
 
We made sure to test by logging out and back in. 

To update your Repnet ID password, please go to Sign in | Canada Life enter each of the above user id’s and the temporary password I provided, Canada@2025 to re-set your password.

Please also update Apexa for your MGA code to your current phone# and also reach out to contracts&compensation@canadalife.com to have the phone# updated for your Advisor solutions profile.
 
Don’t hesitate to reach out if there is anything I can assist with in the future.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T19:37:41.000+0000,False,False,005OH00000AUS7aYAH,2025-11-28T18:53:07.000+0000,005OH00000AUS7aYAH,2025-11-28T19:37:41.000+0000,005OH00000AUS7aYAH,2025-11-28T19:37:41.000+0000,(416)668-3703,,nicolas@tompkinsinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq7OcYAI,False,,24129858,0031600002ISyDdAAL,0010A000002wNNOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing successor holder on policy# 84243658,Medium,"****DDS****11/28/25 

User could not provide a screenshot from IC showing the successor holder on this policy
Referred user to CSC to do the correction.

****DDS****11/28/25 

User mentioned there should be a successor holder named on this policy but the holder's name is missing in WS
Advised user to send us a screenshot of this policy in IC to enable us troubleshoot/escalate further. 
 
============================================================================================= 
 
****Email Chain****

Hello Marc,

Thank you for your email.

Since there is no mention of the successor holder in the Investment Centre, we will have to refer you to Client Services Centre (CSC) via 1-888-252-1847 to make this correction.

If you have additional questions or require further support, please do not hesitate to let us know.


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Marc Gabriele <Marc@kingswoodfinancial.ca> 
Sent: November 28, 2025 12:30 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: E Lorenzon: TFSA policy 84243658 - Case 24129858

Hello Lawrencia, This is my point. There is no area indicating Successor Holder of the TFSA. Only beneficiaries are listed. Regards, Marc Gabriele, CLU® CHS® Financial Planner Certified Health Insurance Specialist Kingswood Financial P: (647)381-8243
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Lawrencia,

This is my point. There is no area indicating Successor Holder of the TFSA. Only beneficiaries are listed. 

Regards,

Marc Gabriele, CLU® CHS®
Financial Planner 
Certified Health Insurance Specialist
Kingswood Financial
 

P: (647)381-8243
W: www.kingswoodfinancial.ca
""The best way to predict your financial future is to plan for it”
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present  If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.  unsubscribe


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 1:58 PM
To: Marc Gabriele <Marc@kingswoodfinancial.ca>
Subject: RE: E Lorenzon: TFSA policy 84243658 - Case 24129858

Hello Marc,

Thank you for contacting Workspace Support regarding the TFSA policy 84243658.

To assist you further with this inquiry, please send us a screenshot of the policy showing the successor holder in the Investment Centre. Once we receive the screenshot, we will be able to proceed with this case.


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Marc Gabriele <Marc@kingswoodfinancial.ca> 
Sent: November 27, 2025 9:29 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] E Lorenzon: TFSA policy 84243658

Hello, There is a successor holder named on the policy above. In Workspace, I am able to see the policy beneficiaries but not the successor holder. Is this an oversight? Regards, Marc Gabriele, CLU® CHS® Financial Planner Certified Health

Hello,

There is a successor holder named on the policy above.

In Workspace, I am able to see the policy beneficiaries but not the successor holder. 

Is this an oversight?


Regards,

Marc Gabriele, CLU® CHS®
Financial Planner 
Certified Health Insurance Specialist
Kingswood Financial
 

P: (647)381-8243
W: www.kingswoodfinancial.ca
""The best way to predict your financial future is to plan for it”
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present  If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.  unsubscribe",True,2025-11-28T22:39:36.000+0000,False,False,005OH0000097FtCYAU,2025-11-28T18:47:55.000+0000,005OH0000097FtCYAU,2025-11-28T22:39:36.000+0000,005OH0000097FtCYAU,2025-11-28T22:39:36.000+0000,(647)381-8243,(647) 381-8243,marc@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq7gNYAQ,False,,24129563,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Error with Amyuni Feature in workspace,Medium,"Workspace feature Amyuni is not working. Something that we do not support. Referred to Client service Centre and provided the contact #
=================

Hi Cari-Lynn,

Thank you for contacting the workspace support about Amyuni feature in workspace that is not working.

We did our investigation, and it is identified that our client service centre is the team that would be able to identify how you will be assisted better with this issue.

Thank you very much for your patience. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-11-28T19:04:01.000+0000,False,False,005OH00000BFPZHYA5,2025-11-28T18:43:27.000+0000,005OH00000BFPZHYA5,2025-11-28T19:11:17.000+0000,005OH00000BFPZHYA5,2025-11-28T19:11:17.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq7oUYAQ,False,,24130959,0030A0000029Z9XQAU,0010A000002vyU8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:04:42.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T19:04:42.000+0000,005OH00000BfonJYAR,2025-11-28T19:04:42.000+0000,005OH00000BfonJYAR,2025-11-28T19:04:42.000+0000,(604)657-3210,,brian@bradexfinancial.com,(888)806-6123,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq8HUYAY,False,,24128583,0030A0000029gx8QAA,0010A000002w4tbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adding client's phone number,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok
-Phone number: Ok
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor codes: C0182/W1061 

Call details: Caller in inquiring about the possibility to add phone number in WS, to policies owned by companies.
>>>Advised that adding phone number can not be done on WS, and to reach out to CSC.

-------------------------------EMAIL------------------------------
Good day Yollanda, 

Thank you for contacting the Workspace Support team.

For all your product,  process inquiries and change on the clients addresses for corporate owned policies, please reach out to the Customer service team at: 1-888-252-1847

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T18:52:21.000+0000,False,False,005OH00000AbCcLYAV,2025-11-28T18:28:53.000+0000,005OH00000AbCcLYAV,2025-11-28T19:27:13.000+0000,005OH00000AbCcLYAV,2025-11-28T19:27:13.000+0000,(905)436-5078,(905) 244-6090,simpsonandassociates@rogers.com,(905)436-3508,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq8SpYAI,False,,24136626,003OH00000YLmEJYA1,001OH00000hLMGOYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:34:19.000+0000,False,False,005OH000006owoYYAQ,2025-11-28T20:34:19.000+0000,005OH000006owoYYAQ,2025-11-28T20:34:19.000+0000,005OH000006owoYYAQ,2025-11-28T20:34:19.000+0000,(639)994-3385,,ian.rana@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq8flYAA,False,,24134733,0030A0000029lwpQAA,0010A000002w8zMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:02:51.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T20:02:51.000+0000,005OH00000BfonJYAR,2025-11-28T20:02:52.000+0000,005OH00000BfonJYAR,2025-11-28T20:02:52.000+0000,(604)647-0630X1002,(604) 671-8718,paul.ho@cfcanadafinancial.ca,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq9K6YAI,False,,24130691,0030A0000029WoGQAU,0010A000002vwU2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"MICHAEL DAMASO VICTORINO
A5460
mikevictorino@yahoo.ca
Advisor was having issue on workspace account. Provided them correct website address. He will try to access again. Advisor is informed if they need further assistance, they can reply to follow up email.

Hello Michael,

Thank you for calling workspace support team. I am so happy to assist you today.

In our today’s call, we discussed about the workspace login issue. Please visit Advisor Workspace Login – Canada Life to access your workspace account and then you can setup authenticator. If you need any assistance, please let me know.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T19:00:43.000+0000,False,False,005OH00000BFiyTYAT,2025-11-28T19:00:36.000+0000,005OH00000BFiyTYAT,2025-11-28T19:00:43.000+0000,005OH00000BFiyTYAT,2025-11-28T19:00:43.000+0000,(604)771-5233,,mikevictorino@yahoo.ca,(604)525-4878,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gq9OpYAI,False,,24130961,003G0000018f7EOIAY,0010A000002wPJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"TFSA policy #84244318.  form submitted to add a successor holder.  Investment Centre has been updated, but WS has not been updated.",Medium,"***DDS Nov.28/2025***
TFSA policy #84244318.  Form submitted on WS on Nov 10 2025 – to add a successor holder.  Investment Centre has been updated, but WS has not yet.
Spoke with the Assist line concluded this would need to be escalated to L2. Sent a follow up email to the user advising this has been escalated and we will reach out as soon we have a resolution. Forwarded the email to WorkspaceServiceLeaders@canadalife.com, included necessary info to make investigating this case easier.
REF KB: KB0022772
*****Email*****
Hello @Workspace Service Leaders,

For TFSA policy 84244318, form was submitted to add a successor holder on WS on Nov 10/2025. Investment Centre has been updated, but WS has not yet been updated.
Please see screenshot from Workspace below, as well as all the necessary supporting info.

Client First Name: SUSIFATRO
Client Last Name: SASO
Client DOB: Apr. 8, 1982
Policy Number:84244318
Advisor's First Name : Teresa
Advisor's Last Name: Mueller
Salesforce ID: 0030A0000028xVZQAY
CIS ID: 3252750132

 

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 12:42 PM
To: Mueller, Teresa (Mueller Financial Group Inc.) <Teresa@muellerfinancialgroup.ca>
Subject: RE: S.SASO TFSA #84244318 - Case - 24130961

Hello Teresa, 

Thanks for contacting the Workspace Support team regarding the successor holder not showing in Workspace for TFSA Policy – 84244318.

We have escalated this for further investigation. We will follow up with you as soon as we have a resolution.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Teresa Mueller <Teresa@muellerfinancialgroup.ca> 
Sent: November 27, 2025 12:45 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] S.SASO TFSA #84244318 - Case - 24130961

Hello, My client Susifatro Saso TFSA #84244318. We submitted a form on WS on Nov 10 2025 – to add a successor holder. Investment Centre has been updated, but WS has not yet. We have given it a few weeks as we know it can take time to updated. 
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ZjQcmQRYFpfptBannerEnd
Hello,

My client Susifatro Saso TFSA #84244318.  We submitted a form on WS on Nov 10 2025 – to add a successor holder.  Investment Centre has been updated, but WS has not yet.  We have given it a few weeks as we know it can take time to updated.  Please can this be investigated and completed.

Regards,


Teresa Mueller
Mueller Financial Group Inc.
Insurance Advisor  & Investment Representative
18 Catalpa Court
Grimsby, ON L3M 0B1         Cell: 905-517-9117
 
Quadrus Investment Services Ltd.
 
Affiliated with Canada Life
 
Teresa@muellerfinancialgroup.ca   Website:  www.muellerfinancialgroup.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-11-28T19:28:25.000+0000,False,False,005OH00000BFQFBYA5,2025-11-28T19:04:43.000+0000,005OH00000BFQFBYA5,2025-11-28T19:59:18.000+0000,005OH00000BFQFBYA5,2025-11-28T19:59:18.000+0000,(905)517-9117,(905) 517-9117,teresa@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqAxdYAE,False,,24131262,0030A0000029bVjQAI,0010A000002w0R6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:09:27.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T19:09:27.000+0000,005G0000002gxxjIAA,2025-11-28T19:09:27.000+0000,005G0000002gxxjIAA,2025-11-28T19:09:27.000+0000,(819)664-1700,(819) 664-1700,mhivon@ppta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqB8wYAE,False,,24130152,003G0000018f7FPIAY,0010A000002wPKCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WS registration,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Phone number: Ok
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor codes: 7540

Call details: Caller would like to complete their WS registration
>>>Helped the caller complete their Repnet registration and create a User ID. Advised them to allow 48h to complete the WS registration.

----------------------------------------EMAIL------------------------------------
Good Wayne,

It was a pleasure speaking on the phone with you earlier regarding your Workspace registration.

Just a recap of what we did, we were able to complete your Repnet registration and create your User ID.

As a reminder, please make sure to allow 48h before you start your Workspace registration.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T19:29:45.000+0000,False,False,005OH00000AbCcLYAV,2025-11-28T18:52:12.000+0000,005OH00000AbCcLYAV,2025-11-28T19:45:39.000+0000,005OH00000AbCcLYAV,2025-11-28T19:45:39.000+0000,(705)720-1475,(705) 220-6666,wayne@fortunafg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqCkxYAE,False,,24134901,003G0000018f6RuIAI,0010A000002wOOFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:05:12.000+0000,False,False,0050A000000WjqvQAC,2025-11-28T20:05:12.000+0000,0050A000000WjqvQAC,2025-11-28T20:05:12.000+0000,0050A000000WjqvQAC,2025-11-28T20:05:12.000+0000,(613)267-3550,,dave@twealthsolutions.ca,(613)267-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqDKVYA2,False,,24135614,003OH000006iwUnYAI,001OH000008LIwkYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:16:40.000+0000,False,False,0055o000001NWfMAAW,2025-11-28T20:16:40.000+0000,0055o000001NWfMAAW,2025-11-28T20:16:41.000+0000,0055o000001NWfMAAW,2025-11-28T20:16:41.000+0000,(437)982-2259,,helloyamiwu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqEJdYAM,False,,24128895,003G0000018f6ybIAA,0010A000002wP1FQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Email Address Update,Medium,"***DDS 2025-11-28***
User wanted to update email address.
DDS checked and saw that email address was already updated on both Siebel and SF so no further action was required.
 
================================================================================
****Email Chain**
Hello Art,

Thank you for contacting the Workspace Support team regarding your email address update. We’ve checked in our systems, and it seems like the email address you provided is the current email address that we have on file for you. It also seems like you have been able to access Workspace using this email as well, so no further update is required on our part for the provided email address.

Please let us know if you have any other Workspace related questions and we would love to assist you further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: ART JAIN <art.jain@vrgoalstarsfinancial.com> 
Sent: November 27, 2025 1:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] New Email Address Re: 24094245 - Workspace access

Hello. Thank you for your correspondence. Please note that my email address has changed.   Going forward, please use art. jain@ vrgoalstarsfinancial. com Thank you,                                                                               
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ZjQcmQRYFpfptBannerEnd
Hello.
Thank you for your correspondence.
Please note that my email address has changed. 

Going forward, please use art.jain@vrgoalstarsfinancial.com

Thank you,",True,2025-11-28T18:33:25.000+0000,False,False,005OH00000AX0rVYAT,2025-11-28T18:33:25.000+0000,005OH00000AX0rVYAT,2025-11-28T18:33:26.000+0000,005OH00000AX0rVYAT,2025-11-28T18:33:26.000+0000,(647)894-0865,(905) 827-7494,art.jain@vrgoalstarsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqEgIYAU,False,,24133161,0030A0000029obOQAQ,0010A000002wBDgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration,Medium,"User indicated he was receiving a bunch of numbers when trying to log into Product Illustration.
Did logmein and it started working when he tried to do it on the screen. 

Code: 04946

********************************************************
Good afternoon, Barry

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
I'm glad you were able to log into your Product Illustration and view your saved process.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T19:38:23.000+0000,False,False,005OH00000BG5v4YAD,2025-11-28T19:38:23.000+0000,005OH00000BG5v4YAD,2025-11-28T19:44:48.000+0000,005OH00000BG5v4YAD,2025-12-13T02:01:17.000+0000,(204)227-0369,,bfitkowski@ipcc.org,(204)920-3909,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqGgRYAU,False,,24129653,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:44:50.000+0000,False,False,005OH000005URvxYAG,2025-11-28T18:44:50.000+0000,005OH000005URvxYAG,2025-11-28T18:44:50.000+0000,005OH000005URvxYAG,2025-11-28T18:44:51.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqGgVYAU,False,,24131156,003G000001IkUzfIAF,0010A000002wSCbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Email address update,Medium,"**DDS**12/01/2025
caller user no ,reached voicemail left message for reschedule or call us back .
=========

user was refer from canada life technology for email address update on workspace
old email:ian@pathtoprosperity.ca
New email: ian@dldfinancial.com
UsingKB0023058
Authentication is required
Email================
Hello Ian,

I am reaching out as you have been refer by canada life Technology Program for an email address update on Workspace.

In order proceed with this request we are required to authenticate the account holder.

If you can please provide me with of available slots and time zone  so we can connect via a phone call to proceed on the next.

Please provide me with your prefered contact number as well, you just respond to this email for an appointment book.

Or if you prefer you can call us directly on the number below for email address change.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: Canada Life Technology Program <CanadaLifeTechnologyProgram@canadalife.com> 
Sent: November 27, 2025 10:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Hartmann, Ian <ian@dldfinancial.com>
Subject: FW: [EXT] Fwd: Deductions for technology

Please update email in Workspace for Ian Hartman as requested below. 

Thank you. 

From: Ian Hartmann <ian@dldfinancial.com> 
Sent: November 27, 2025 11:27 AM
To: Canada Life Technology Program <CanadaLifeTechnologyProgram@canadalife.com>
Subject: Re: [EXT] Fwd: Deductions for technology

Ok great, thanks. So, this would update the email used to login to Workspace & Docusign? Or do I need to do something else to update those? Thanks, mobile: 778. 866. 7475 Ian Hartmann, BBA, CFP® Associate Advisor Strategic Planning Approach
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ZjQcmQRYFpfptBannerEnd
Ok great, thanks.  So, this would update the email used to login to Workspace & Docusign?  Or do I need to do something else to update those?

Thanks,

 

mobile:  778.866.7475	Ian Hartmann, BBA, CFP®
Associate Advisor
	 

   
Strategic Planning Approach Video

Our business grows by referrals.  We appreciate being introduced to relatives, business colleagues and friends who might benefit from our advice. 

Investment Representative
Quadrus Investment Services Ltd.
Mutual funds and referral arrangements are offered through Quadrus Investment Services Ltd.


On Thu, Nov 27, 2025 at 5:49 AM Canada Life Technology Program <CanadaLifeTechnologyProgram@canadalife.com> wrote:
 
Good morning,
The global address listing currently shows updated email address and the request has been sent to downstream teams for update to all systems. 
 
 
 
Thank you AW.
 
From: Canada Life Technology Program <CanadaLifeTechnologyProgram@canadalife.com> 
Sent: November 26, 2025 3:08 PM
To: Hartmann, Ian <ian@dldfinancial.com>
Cc: Canada Life Technology Program <CanadaLifeTechnologyProgram@canadalife.com>
Subject: RE: [EXT] Fwd: Deductions for technology
 
Hi Ian,
 
I do not deal with Gal Update, I have passed on the request to one of my colleagues to review your request.
 
Thank You/Merci,
 
Nathan Masiala
Digital Enablement | AC Advisor Experience 
Nathan.Masiala@advicecanada.com
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
From: Ian Hartmann <ian@dldfinancial.com> 
Sent: November 26, 2025 2:46 AM
To: Canada Life Technology Program <CanadaLifeTechnologyProgram@canadalife.com>
Subject: Re: [EXT] Fwd: Deductions for technology
 
Hi Nathan, I'm wondering if you'd be able to assist me in something else I tried to do previously. I'm trying to change the email that is used for login purposes - it was set up in 2023 with my email at the time (ian@ pathtoprosperity. ca)
Hi Nathan,
 
I'm wondering if you'd be able to assist me in something else I tried to do previously.  I'm trying to change the email that is used for login purposes - it was set up in 2023 with my email at the time (ian@pathtoprosperity.ca) but now that I'm part of DLD, I'd like to change that to reflect my correct email address of ian@dldfinancial.com 
 
I submitted a GAL request, as I was told this was how I needed to apply for the change.  I filled out the online form and received confirmation but nothing has been updated.  Any ideas?  I'm not sure this is even your area...should I just submit a new GAL request?
 
Thanks in advance,
 
 
 
mobile:  778.866.7475	Ian Hartmann, BBA, CFP®
Associate Advisor	 
 
   
Strategic Planning Approach Video
 
Our business grows by referrals.  We appreciate being introduced to relatives, business colleagues and friends who might benefit from our advice. 
 
Investment Representative
Quadrus Investment Services Ltd.
Mutual funds and referral arrangements are offered through Quadrus Investment Services Ltd.
 
 
On Tue, Nov 25, 2025 at 11:40 AM Canada Life Technology Program <CanadaLifeTechnologyProgram@canadalife.com> wrote:
Good Day Ian,
 
We completed your current subscription on Oct 17th; you will be charged until the upcoming billing cycle.
 
I can also confirm that the charges will be applied to your code F6426.
 
Thank You/Merci,
 
Nathan Masiala
Digital Enablement | AC Advisor Experience 
Nathan.Masiala@advicecanada.com
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
From: Roberts, Mark <Mark.Roberts@advicecanada.com> 
Sent: November 24, 2025 5:28 PM
To: Canada Life Technology Program <CanadaLifeTechnologyProgram@canadalife.com>
Cc: Hartmann, Ian <ian@dldfinancial.com>; DLD Financial Group Ltd <david@dldfinancial.com>
Subject: FW: [EXT] Fwd: Deductions for technology
 
Hello @Canada Life Technology Program,
 
Can you please confirm Ian’s technology program deductions?
 
 
Mark Roberts 
Business Development Director | Advice Canada
Mark.Roberts@advicecanada.com | 604-901-0623
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: David Drummond <david@dldfinancial.com> 
Sent: November 24, 2025 2:22 PM
To: Roberts, Mark <Mark.Roberts@advicecanada.com>; Hartmann, Ian <ian@dldfinancial.com>
Subject: [EXT] Fwd: Deductions for technology
 
Hey Martk - can you advise on this thx ---------- Forwarded message --------- From: Ian Hartmann <ian@ dldfinancial. com> Date: Mon, Nov 24, 2025 at 1: 33 PM Subject: Deductions for technology To: David Drummond <dave@ dldfinancial. com>,
Hey Martk - can you advise on this thx
---------- Forwarded message ---------
From: Ian Hartmann <ian@dldfinancial.com>
Date: Mon, Nov 24, 2025 at 1:33 PM
Subject: Deductions for technology
To: David Drummond <dave@dldfinancial.com>, Hannah Liu <anna@dldfinancial.com>
 
Hi Dave/Hannah,
 
When I recently renewed my technology package with Canada Life (Conquest & Portfolio Insights) they must have switched where the deductions are coming from.  I no longer see them on my F6426 reports, nor are they on the F7262 reports.  Perhaps they forgot to charge for them?  Should be an extra $134.40 deducted monthly.  I just want to make sure you're not getting stuck with that expense.  Maybe have a look at your other F-code reports when you have a chance, I think they used to deduct it at the end of each month.  I can e-transfer you the amount.
 
Thanks,
 
 
 
mobile:  778.866.7475	Ian Hartmann, BBA, CFP®
Associate Advisor	 
 
   
Strategic Planning Approach Video
 
Our business grows by referrals.  We appreciate being introduced to relatives, business colleagues and friends who might benefit from our advice. 
 
Investment Representative
Quadrus Investment Services Ltd.
Mutual funds and referral arrangements are offered through Quadrus Investment Services Ltd.


 
-- 
 
David Drummond, BA, CFP 
 
Founding Partner
DLD Financial Group Ltd.
320 Granville St. Suite 1180
Vancouver, BC V6C 1S9
 
 
Check out our new YouTube Channel;
 
https://youtube.com/@dldfinancial?si=4q6XHyYZ01wcq4Qo
 
Check out our videos;
About Dave
 DLD Financial - Our Strategic Planning Approach 
 
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=============
Hello Ian,

I have tried to call you twice on the 778-866-7475 however reached your voicemail box unfortunately.

For us to assist with you with the email address change please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T14:17:49.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-28T19:07:54.000+0000,005OH00000AZ3ZxYAL,2025-12-01T14:17:49.000+0000,005OH00000AZ3ZxYAL,2025-12-01T14:17:49.000+0000,(778)866-7475,,ian@dldfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqGyGYAU,False,,24133495,003G0000018f7OCIAY,0010A000002wPUdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre - INC1875634,Medium,"*** DDS 02DEC2025 ***

case 24183702 created as duplicate and came back to L2

as per QS:
user is not showing you with access to Investment Centre.

Required to reach out to your Business Development Consultant who can submit the Onboarding form.

*** DDS 28NOV2025 ***
INC1875634 submitted

-----------------

Support staff is unable to access investment center this has been escalated.

------------------------------------EMAIL: 
Hello Serenity,

Thank you for contacting Workspace Support regarding the Investment Centre sign on issue today. We have escalated the issue to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

-------------------------

Good morning Serenity,

I have heard back from our Digital Hub team, Quadrus Securities has advised that they did not receive an onboarding request for you. They have advised to reach out to your Business Development Consultant to submit the onboarding form to quadrussecurityrequests@quadrusinvestment.com. If you have any additional questions regarding Investment Centre access, please reach out to that team directly. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T13:15:40.000+0000,False,False,005OH000006wv2TYAQ,2025-11-28T19:43:06.000+0000,005OH00000BFQFCYA5,2025-12-02T13:26:17.000+0000,005OH000006wv2TYAQ,2025-12-02T13:26:17.000+0000,(204)808-8096X303,(204) 952-1512,lei.ren@harmonyfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqGyHYAU,False,,24134464,003G0000018f6t1IAA,0010A000002wOukQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:58:27.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T19:58:27.000+0000,005G0000002gxxjIAA,2025-11-28T19:58:28.000+0000,005G0000002gxxjIAA,2025-11-28T19:58:28.000+0000,(450)818-9808,(514) 918-0312,louis.lamontagne@orchestro.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqHmEYAU,False,,24133365,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:41:31.000+0000,False,False,005OH000005URvxYAG,2025-11-28T19:41:31.000+0000,005OH000005URvxYAG,2025-11-28T19:41:31.000+0000,005OH000005URvxYAG,2025-11-28T19:41:31.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqILhYAM,False,,24130758,0030A000005iYdxQAE,0010A000006Sly1QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:01:40.000+0000,False,False,005OH000002iJPDYA2,2025-11-28T19:01:40.000+0000,005OH000002iJPDYA2,2025-11-28T19:01:40.000+0000,005OH000002iJPDYA2,2025-11-28T19:01:40.000+0000,(778)321-7459,,jadenchien@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqK8xYAE,False,,24131373,0030A0000064FCuQAM,0010A000006orakQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:11:07.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T19:11:07.000+0000,005OH00000BfonJYAR,2025-11-28T19:11:07.000+0000,005OH00000BfonJYAR,2025-11-28T19:11:07.000+0000,(778)294-0018,,familytreefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqKP6YAM,False,,24132855,0030A0000029XqhQAE,0010A000002vxMyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:33:49.000+0000,False,False,0055o000001NWfMAAW,2025-11-28T19:33:49.000+0000,0055o000001NWfMAAW,2025-11-28T19:33:50.000+0000,0055o000001NWfMAAW,2025-11-28T19:33:50.000+0000,(416)587-4475,(416) 587-4475,jamie@thinkinsure.ca,(905)415-8875,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqKgpYAE,False,,24130512,0030A0000029ZfFQAU,0010A000002vyu7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T18:57:45.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T18:57:45.000+0000,005OH00000BfonJYAR,2025-11-28T18:57:46.000+0000,005OH00000BfonJYAR,2025-11-28T18:57:46.000+0000,(604)862-4500,(604) 862-4500,mfirenze@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqKyaYAE,False,,24131782,0030A00000A0fqNQAR,0010A00000AZqffQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application Status,Medium,"***DDS 2025-11-28***
User wanted to inquire about the status of a pending application.
DDS referred user to RSA.
 
================================================================================
****Email Chain**
Hello Lisa,

It was a pleasure speaking to you earlier regarding your application status question. As discussed, please contact your Regional Sales Associate Wanda Leinweber to inquire further about this application. Her email address is Wanda.Leinweber@canadalife.com.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T19:37:26.000+0000,False,False,005OH00000AX0rVYAT,2025-11-28T19:17:10.000+0000,005OH00000AX0rVYAT,2025-11-28T19:37:27.000+0000,005OH00000AX0rVYAT,2025-11-28T19:37:27.000+0000,(780)719-4683,,lisa@bigpicturefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqKyeYAE,False,,24134988,0030A0000029kQ1QAI,0010A000002w7leQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:06:37.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T20:06:37.000+0000,005OH00000BfonJYAR,2025-11-28T20:06:38.000+0000,005OH00000BfonJYAR,2025-11-28T20:06:38.000+0000,(604)728-7739,,bklee@shaw.ca,(604)251-6828,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqL3OYAU,False,,24130844,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:02:56.000+0000,False,False,0055o000001NWfMAAW,2025-11-28T19:02:56.000+0000,0055o000001NWfMAAW,2025-11-28T19:02:56.000+0000,0055o000001NWfMAAW,2025-11-28T19:02:56.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqLBTYA2,False,,24134925,0030A0000029kyvQAA,0010A000002w8CdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:05:38.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T20:05:38.000+0000,005OH000004Ir1xYAC,2025-11-28T20:05:39.000+0000,005OH000004Ir1xYAC,2025-11-28T20:05:39.000+0000,(403)265-9770X204,(403) 399-6055,sean.godfrey@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqLUuYAM,False,,24134821,0035o000006Z3xOAAS,0015o0000075SCAAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:04:08.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T20:04:08.000+0000,005OH00000BfonJYAR,2025-11-28T20:04:08.000+0000,005OH00000BfonJYAR,2025-11-28T20:04:08.000+0000,(604)235-5545,(236) 308-6843,christinemah@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqLjMYAU,False,,24133277,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:40:17.000+0000,False,False,005OH000005URvxYAG,2025-11-28T19:40:17.000+0000,005OH000005URvxYAG,2025-11-28T19:40:17.000+0000,005OH000005URvxYAG,2025-11-28T19:40:17.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqN0NYAU,False,,24135435,0030A0000029oTgQAI,0010A000002wB7QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlock Account,Medium,"DAVID SHELMOV (59273)
David called about a locked workspace account.
authenticated user with KB0021888 and unlocked their account.
user is also having issues with MFA so I disconnected previous authenticator
connected virtually through logmein to set up authenticator 

Email:
----------
Hello David,

Thank you for contacting Workspace Support to unlock your Workspace account.

During the call today, I unlocked your workspace account from our backend system and disconnected your previous authenticator. I then virtually connected to you through logmein to assist in with setting up your new authenticator on your google browser. In the future, when logging in to your account, please use the verification code from the authenticator on your google browser to log in. As mentioned during the call, please contact client services at 1-888-724-3680 to assist you with your fund code request.

Please contact us again if you have any questions.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T20:37:37.000+0000,False,False,005OH00000BGf2TYAT,2025-11-28T20:14:00.000+0000,005OH00000BGf2TYAT,2025-11-28T20:37:37.000+0000,005OH00000BGf2TYAT,2025-11-28T20:37:37.000+0000,(416)993-7640,,dshelmov@yahoo.com,(416)495-7611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqN6rYAE,False,,24132631,0035o000005FjkCAAS,0015o000005oVlLAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Failed Authentication -,Medium,"•	Reason for call: Needs help registering for WS 
Authentication: Yes/No, which rotation: Failed Authentication, November set, could not confirm phone number
•	Troubleshooting steps completed: Sent email to Tracy to have telephone number updated
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0021888  
===============================
Hello Tracy, 

Advisor is looking to update the phone number we have on file to 778-251-0161. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T19:53:53.000+0000,False,False,005OH00000BFQFGYA5,2025-11-28T19:30:08.000+0000,005OH00000BFQFGYA5,2025-11-28T19:53:53.000+0000,005OH00000BFQFGYA5,2025-11-28T19:53:53.000+0000,(604)438-3699,(778) 251-0161,bellalu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqNZsYAM,False,,24134172,0030A00000BhwEeQAJ,0010A00000CIA2iQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:53:49.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T19:53:49.000+0000,005OH000004Ir1xYAC,2025-11-28T19:53:50.000+0000,005OH000004Ir1xYAC,2025-11-28T19:53:50.000+0000,(587)707-4587,,apriljin@msn.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqOIzYAM,False,,24130786,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:02:02.000+0000,False,False,0055o000001NWfMAAW,2025-11-28T19:02:02.000+0000,0055o000001NWfMAAW,2025-11-28T19:02:03.000+0000,0055o000001NWfMAAW,2025-11-28T19:02:03.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqPAKYA2,False,,24134889,003G0000018f6lmIAA,0010A000002wOnWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conquest Plan Issue - INC1923384,Medium,"DAS/GBP 12 15 2025

""I checked Harrys client list and MICHELLE BEAM is still listed as having a plan already. In order to create a co-plan the advisor must first archive the existing plan under MICHELLE BEAM. then the can create a new co-client plan. There can only be one plan for the client they cannot just add a co-client to an existing plan."" EH

================================================================================================

***DDS 2025-11-28***
User wanted add a co-client to a plan but got message ""Error performing import"" (screenshot attached).
DDS tried clearing cache and cookies but was unsuccessful to add co-client.
DDS also noted that user has delegate access to another advisor who has a plan for these clients, but this shouldn't be an issue as each advisor should be able to create their own plan.
DDS ensured that we were trying to add co-client under the current advisor's account.

================================================================================

User's Name: Harry Trefry
Email: harry@deltorawealth.com
Code: F1285
SF ID: 0030A0000028wyDQAQ

Client Name: Michelle Beam
Co-Client Name: Martin Beam

================================================================================

****Email Chain****

Hello Harry,

Since Michelle is listed has already having a plan, please archive the plan since there can only be one plan for the client.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Harry Trefry <harry@deltorawealth.com> 
Sent: December 18, 2025 3:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24134889**** - INC1923384 - Issue Adding Co-Client to client's Plan

The plan for Michelle is linked to her spouse, Martin. Do I archive that combined plan, or do I have to separate them somehow? Under my advisor view I will want to create a new plan with both of them linked together. Thanks, Harry Harry Trefry,
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
The plan for Michelle is linked to her spouse, Martin.  Do I archive that combined plan, or do I have to separate them somehow?  Under my advisor view I will want to create a new plan with both of them linked together.

Thanks, Harry

Harry Trefry, CFP
Financial Planner
Investment Representative - Quadrus Investment Services Ltd
In partnership with advisor Kam Wong and advisor assistants Kelly Trefry & Jeremy Trefry

Deltora Wealth Partners Inc.
19 Mayford Ave.,
Nepean, ON    K2G 6A7
(613) 898-2565 (cell)
harry@deltorawealth.com 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 15, 2025 5:29 PM
To: Harry Trefry <harry@deltorawealth.com>
Subject: RE: ****Case 24134889**** - INC1923384 - Issue Adding Co-Client to client's Plan

Hello Harry,

Thank you for your patience while our digital partners investigate the issue you have adding a co-client.

We were informed that Michelle Beam is still listed as having a plan already. In order to create a co-plan, you must first archive the existing plan under Michelle. There can only be one plan for the client, you would not be able to add a co-client to an existing plan.

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 2:13 PM
To: Trefry, Harry <harry@deltorawealth.com>
Subject: ****Case 24134889**** - INC1923384 - Issue Adding Co-Client to client's Plan

Hello Harry,

It was brought to our attention that you are having an issue adding a co-client to your client Michelle’s plan. 

I have gone ahead and escalated this issue to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T20:25:53.000+0000,False,False,005OH000002iN7pYAE,2025-11-28T20:05:05.000+0000,005OH00000AX0rVYAT,2025-12-29T16:23:41.000+0000,005OH000002iN7pYAE,2025-12-29T16:23:41.000+0000,(613)898-2565,(613) 898-2565,harry@deltorawealth.com,(613)823-0983,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqPNCYA2,False,,24135190,0030A0000029Vd9QAE,0010A000002vvVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,F/u on Security Breach -,Medium,"•	Reason for call: Advisor involved in security breach in OCT23, wants more info on what happened
Authentication: Yes/No, which rotation: Yes, November rotation
•	Troubleshooting steps completed: Adv to respond directly to last email sent by Workspace Support
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): KB0021888  
=====================================
Hello Ron, 

Thank you for contacting Workspace Support. To understand better the dynamics of the security breach, kindly respond to the last email interaction you had with our senior team involved and someone will be in touch with you. 

Your voice matters. Let us know what you thought about the quality of service today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T20:24:24.000+0000,False,False,005OH00000BFQFGYA5,2025-11-28T20:10:05.000+0000,005OH00000BFQFGYA5,2025-11-28T20:26:32.000+0000,005OH00000BFQFGYA5,2025-11-28T20:26:32.000+0000,(905)331-2090,,rpclarkefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqPlNYAU,False,,24133995,0030A0000029hzhQAA,0010A000002w5mGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:51:17.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T19:51:17.000+0000,005OH000004Ir1xYAC,2025-11-28T19:51:17.000+0000,005OH000004Ir1xYAC,2025-11-28T19:51:17.000+0000,(403)209-4049,,steele@coveredbysteele.com,(403)265-8720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqPwdYAE,False,,24133736,0030A0000029jw6QAA,0010A000002w7M4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy Visibility,Medium,"***DDS 2025-11-28***
User reports being unable to view a policy in Workspace.
DDS confirmed that policy is visible in Workspace, but policy details are unavailable as product is terminated.
DDS referred user to CSC to confirm status of policy.
 
================================================================================
****Email Chain**
Hello Danny,

Thank you for your response regarding your policy visibility.

It seems like because this policy is inactive, the policy is not active in your book of business and thus the policy details are not available in Workspace. If you believe that this status is incorrect, please contact Client Service Centre at 1-888-252-1847 to inquire further.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Danny Cohen <dcohen@dcfinancial.ca> 
Sent: November 28, 2025 3:01 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com>
Cc: Hamaoui, Martin <Martin.Hamaoui@canadavie.com>
Subject: [EXT] RE: Client Policy Access - Erreur - Danny Cohen (C8938) - 411236599

HI Justin The client Aharon Revah 411236599 one of the policies he owns. I have no access to policies details. Would you please check and get back to me. Thanks Danny cohen CLU, 514 924 6648 100 Alexis Nihon Suite 460 Montreal Quebec H4M 2N9
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
HI Justin
The client Aharon Revah 411236599 one of the policies he owns. I have no access to policies details. Would you please check and get back to me.
Thanks
 
 
Danny cohen CLU,
514 924 6648
100 Alexis Nihon 
Suite 460
Montreal Quebec
H4M 2N9
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 2:48 PM
To: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com>
Cc: Danny Cohen <dcohen@dcfinancial.ca>; Hamaoui, Martin <Martin.Hamaoui@canadavie.com>
Subject: RE: Client Policy Access - Erreur - Danny Cohen (C8938) - Case 24133736
 
Hello Nicholas,
 
Thank you for contacting the Workspace Support team regarding Danny’s policy visibility issue.
 
It seems like the policy is available in Danny’s Workspace, but he seems to be unable to view the policy details as the “product is not active in your book of business”. Please contact Client Service Centre at 1-888-252-1847 to confirm the status and ownership of this policy. 
 
If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: November 27, 2025 3:54 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Danny Cohen <dcohen@dcfinancial.ca>; Hamaoui, Martin <Martin.Hamaoui@canadavie.com>
Subject: Client Policy Access - Erreur - Danny Cohen (C8938)
 
Hi Team,
 
Danny Cohen (C8938) has been experiencing issues with Workspace Client Policy access. He is unable to view the following client’s policy:
•	Client Name: Aharon Revah
•	Policy Number: 411236599
 
Danny does have access to other client policies, but not this one.
 
Could you please assist him with this as soon as possible?
 
Thank you,
 
Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 
 
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Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-11-28T19:47:14.000+0000,False,False,005OH00000AX0rVYAT,2025-11-28T19:47:14.000+0000,005OH00000AX0rVYAT,2025-11-28T21:27:34.000+0000,005OH00000AX0rVYAT,2025-11-28T21:27:34.000+0000,(514)737-9252X331,(514) 924-6648,dcohen@dcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqQ9YYAU,False,,24131849,003G0000018f7N3IAI,0010A000002wPSiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:18:05.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T19:18:05.000+0000,005G0000002gxxjIAA,2025-11-28T19:18:05.000+0000,005G0000002gxxjIAA,2025-11-28T19:18:05.000+0000,(514)931-4242X4256,(514) 928-1321,lr@lucriopel.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqQhPYAU,False,,24131260,0030A0000029n9UQAQ,0010A000002wA3BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:09:26.000+0000,False,False,0055o000001t1uPAAQ,2025-11-28T19:09:26.000+0000,0055o000001t1uPAAQ,2025-11-28T19:09:26.000+0000,0055o000001t1uPAAQ,2025-11-28T19:09:26.000+0000,(416)721-9287,,rli.financials@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqQw0YAE,False,,24135273,003OH000003So54YAC,001OH000004Mm6yYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Web Illustration is getting an error,Medium,"Advisor is unable to complete what he is trying to do into the web illustration as an occurs. Tried to check some TS steps and it works a bit but the issue persist. Issue started happening since yesterday. Talk to SL Jon and case is going to be escalated - INC1875699

===========

Hi Arthur,

Thank you for contacting the workspace support about an issue with CL Illustration in workspace wherein an error occurs when completing staff related to Investment strategy Tab.

We did try to check some details and tried some TS steps; it works for a bit, but the issue persists eventually. We have escalated your case for further investigation and update will be provided through this email.

Rest assured that I will be working on this case and will provide you an update once it is worked on. Thank you for your patience on this matter.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-08T14:35:08.000+0000,False,False,005OH00000BFPZHYA5,2025-11-28T20:11:19.000+0000,005OH00000BFPZHYA5,2025-12-08T14:35:08.000+0000,005OH00000BFPZHYA5,2025-12-13T02:02:18.000+0000,(877)482-3121,,arthur@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqQzAYAU,False,,24132924,003OH00000DhcCKYAZ,001OH00000HKsE2YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****11/28/25 

Authenticated as per Rotation 1 Questions - user could not recall their User ID
Referred user to DM for User ID retrieval
 
============================================================================================= 
 
****Email Chain****

Bonjour Serban,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur Espace Affaires.

J'ai ajouté le département Méthodologie de Distribution à ce courriel pour vous aider avec votre nom d’utilisateur pour votre compte AGA lié à la compagnie AGENZ.

Salut @Distribution Methodology, pouvez-vous aider Serban avec son nom d’utilisateur pour son compte Espace Affaires AGA?

Conseiller : SERBAN MOTRE
Code : H8701
Adresse courriel : serbanmotre@assurinvest.ca

Pour compléter votre inscription pour votre compte Espace Affaires, veuillez suivre ce lien : https://workspace.canadalife.com/s/login/SelfRegister?language=fr

Si vous avez besoin d’aide pour votre inscription pour votre compte Espace affaires, envoyer nous un courriel à CLWorkspaceSupport@canadalife.com lorsque ce sera le temps de faire cette étape et il nous fera plaisir de vous aider. 



Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T22:05:45.000+0000,False,False,005OH0000097FtCYAU,2025-11-28T19:34:50.000+0000,005OH0000097FtCYAU,2025-11-28T22:05:45.000+0000,005OH0000097FtCYAU,2025-11-28T22:05:45.000+0000,(438)822-3172,,serbanmotre@assurinvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqRf6YAE,False,,24134114,0030A0000029gbzQAA,0010A000002w4c5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:53:01.000+0000,False,False,005OH000005URvxYAG,2025-11-28T19:53:01.000+0000,005OH000005URvxYAG,2025-11-28T19:53:01.000+0000,005OH000005URvxYAG,2025-11-28T19:53:01.000+0000,(780)806-3097,,roxanne@cfspsc.ca,(780)842-5480,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqS8AYAU,False,,24134549,0030A0000029lJoQAI,0010A000002w8UhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:59:55.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T19:59:55.000+0000,005OH000004Ir1xYAC,2025-11-28T19:59:55.000+0000,005OH000004Ir1xYAC,2025-11-28T19:59:55.000+0000,(403)910-3327,,mbibby@ppi.ca,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqT93YAE,False,,24135810,0030A0000029df8QAA,0010A000002w28eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:20:03.000+0000,False,False,005G0000002gxxjIAA,2025-11-28T20:20:03.000+0000,005G0000002gxxjIAA,2025-11-28T20:20:03.000+0000,005G0000002gxxjIAA,2025-11-28T20:20:03.000+0000,(514)983-2987,(514) 983-2987,andrecharest8@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqTU4YAM,False,,24134637,0030A0000029lMYQAY,0010A000002w8XSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:01:18.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T20:01:18.000+0000,005OH000004Ir1xYAC,2025-11-28T20:01:18.000+0000,005OH000004Ir1xYAC,2025-11-28T20:01:18.000+0000,(403)245-3115X222,,rkoski@algarvirtue.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqTVdYAM,False,,24135368,0030A0000029ekUQAQ,0010A000002w30pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:12:53.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T20:12:53.000+0000,005OH000004Ir1xYAC,2025-11-28T20:12:54.000+0000,005OH000004Ir1xYAC,2025-11-28T20:12:54.000+0000,(403)835-7283,,ben@doylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqUjPYAU,False,,24134163,003OH00000GC2JQYA1,001OH00000K7L95YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:53:39.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T19:53:39.000+0000,005OH00000BfjndYAB,2025-11-28T19:53:39.000+0000,005OH00000BfjndYAB,2025-11-28T19:53:39.000+0000,(250)434-4502,,hari.vyas@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqVW2YAM,False,,24133788,0030A0000029obOQAQ,0010A000002wBDgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustrations issue - RESOLVED,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Phone number: Ok
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor code(s): 4946
-Calles Assist? Yes, spoke to Jason

Call details: Caller is having an issue accessing new illustrations
>>>Cleared their browser's cookies and reattempted to run an illustration but still encountered the same issue (Failed to fetch) >>> Escalated for investigation

***DDS-02DEC2025***
Caller the user and they confirmed that the issue is resolved.

Hi team,

I called the advisor today, and they confirmed that the issue has been resolved. 

Thank you for your assistance.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com> 
Sent: December 1, 2025 9:53 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Case 24133788: Illustrations access issue

Hello Fatima,

Please have the advisor run this Illustration through Workspace and let us know if they are still experiencing an issue.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 6:26 PM
To: Simpson, Samantha <Samantha.Simpson@canadalife.com>
Subject: RE: Case 24133788: Illustrations access issue

Hi Samantha,

Thank you for your response.

The advisor is requesting to run a new illustration as a recommendation for a prospective client. This illustration is not related to an existing policy. Using the software is still applicable in this case?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 2:50 PM
To: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com>
Subject: RE: Case 24133788: Illustrations access issue

Hello Fatima,

Thank you for providing this information.

Please have the user run this illustration through Workspace using the Canada Life web illustration tool. The Canada Life web illustration tool found in Workspace can be used to create in force illustrations for products issued on, or after January 1, 2017for policies issued before January 1, 2017, they would need to be illustrated using Product Illustrations desktop application. Please let me know if this information helps.
  
 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 2:22 PM
To: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com>
Subject: Case 24133788: Illustrations access issue
Importance: High

Hello W.S.Leaders,

Please review and advise on resolution.

Issue: Caller is unable to run illustrations for new prospects. They encounter the error message: “Failed to fetch.”

Troubleshooting Performed:
•	Connected via LogMeIn.
•	Cleared browser cookies.
•	Reattempted to run the illustration; issue persists.

KB: N/A
Salesforce ID: 0035o000004HFgDAAW
Advisor Name: Barry Fitkowski
Advisor Code: 4946
Authenticated: Yes
Screenshot: Attached
Contact type: Phone
Caller’s Email address: bfitkowski@ipcc.org

Additional comments: Caller previously called the DDS regarding an access issue and were able to resolve it. Caller insisted on putting a Rush on their request hence the ‘’High priority’’ tag.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 


Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

--------------------------------------------EMAIL to WSL------------------------------------
Hello W.S.Leaders,

Please review and advise on resolution.

Issue: Caller is unable to run illustrations for new prospects. They encounter the error message: “Failed to fetch.”

Troubleshooting Performed:
•	Connected via LogMeIn.
•	Cleared browser cookies.
•	Reattempted to run the illustration; issue persists.

KB: N/A
Salesforce ID: 0035o000004HFgDAAW
Advisor Name: Barry Fitkowski
Advisor Code: 4946
Authenticated: Yes
Screenshot: Attached
Contact type: Phone
Caller’s Email address: bfitkowski@ipcc.org

Additional comments: Caller previously called the DDS regarding an access issue and were able to resolve it. Caller insisted on putting a Rush on their request hence the ‘’High priority’’ tag.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T23:34:55.000+0000,False,False,005OH000002iN7pYAE,2025-11-28T19:48:00.000+0000,005OH00000AbCcLYAV,2025-12-02T20:57:34.000+0000,005OH000002iN7pYAE,2025-12-13T02:02:18.000+0000,(204)227-0369,,bfitkowski@ipcc.org,(204)920-3909,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqWACYA2,False,,24137265,0030A0000029kTUQAY,0010A000002w7ozQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:45:08.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T20:45:08.000+0000,005OH000004Ir1xYAC,2025-11-28T20:45:09.000+0000,005OH000004Ir1xYAC,2025-11-28T20:45:09.000+0000,(587)893-8723,,ysheta@ifbi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqWBkYAM,False,,24133853,0030A00000C84ucQAB,0010A00000CiSIdQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:49:06.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T19:49:06.000+0000,005OH000004Ir1xYAC,2025-11-28T19:49:06.000+0000,005OH000004Ir1xYAC,2025-11-28T19:49:06.000+0000,(403)296-0700,,ray.limbert@nbpcd.com,(403)296-0701,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqXz0YAE,False,,24132923,003G0000018f6YEIAY,0010A000002wOVJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Request to remove successor holder on policy# 90188461 - INC2028711,Medium,"*** ADS 11MAR2026 ***
removed, advised

*** DDS 04MAR2026 ***
doesnt look like a ticket was ever submitted - INC2028711 sent to DHAS

****DDS****12/01/25 

Forwarded the case to SL - screenshot sent has been attached under ""Related"" above.

****DDS****11/28/25 

User is requesting to remove successor holder on policy# 90188461 as this change was made already in MyServ
User was advised to send a screenshot to know where to forward this inquiry to (CSC or SL)
 
============================================================================================= 
 
****Email Chain****
Hello Meghan,

We have heard back from our Digital Hub team and the successor holder for this policy has been removed from Workspace. Please let me know if you have any questions or if there is anything else we can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
---------------------
Hello Meghan,

Thank you for your email and I apologize for the delay in follow up. A ticket has been submitted to our Digital Hub team to remove the successor holder, and I will reach out as soon as we hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


_____________________________________________
From: Deleau, Meghan <Meghan.Deleau@canadalife.com> 
Sent: March 3, 2026 5:26 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Melinda Guenther, TFSA 90188461 - Case 24132923/INC2028711


Hello,

It appears this has not been resolved as of yet. The successor holder is still showing under the TFSA on Workspace.

Please confirm this is still being worked on. 
Thanks!
Meghan Deleau (she / her)
Advisor Support Associate  |  From Financial
meghan.deleau@canadalife.com  |  204-800-5521


 << OLE Object: Picture (Device Independent Bitmap) >> 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
---------------------------
Good day Meghan, 

Thank you for providing the screenshot. Much appreciated!

I have escalated this issue to our 2nd level team for further investigation. Once there is an update, the team will reach out to you directly.
If you have additional questions or require further support, please do not hesitate to let us know.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



_____________________________________________
From: Deleau, Meghan <Meghan.Deleau@canadalife.com> 
Sent: December 1, 2025 3:02 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Melinda Guenther, TFSA 90188461 - Case 24132923


Please let me know if this works. Screenshots from Investment Centre and MyServ (FundServ)
 << OLE Object: Picture (Device Independent Bitmap) >> 
 << OLE Object: Picture (Device Independent Bitmap) >> 
Thanks,
Meghan Deleau (she / her)
Advisor Support Associate  |  From Financial
meghan.deleau@canadalife.com  |  204-800-5521

 << OLE Object: Picture (Device Independent Bitmap) >> 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


_____________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 4:10 PM
To: Deleau, Meghan <Meghan.Deleau@canadalife.com>
Subject: RE: Melinda Guenther, TFSA 90188461 - Case 24132923


Hello Meghan,

Thank you for contacting Workspace Support regarding the TFSA policy 90188461.

To assist you further with this inquiry, please send us a screenshot of the policy showing there is no successor holder in the Investment Centre. Once we receive the screenshot, we will be able to proceed with this case.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
  << OLE Object: Picture (Device Independent Bitmap) >>   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




_____________________________________________
From: Deleau, Meghan <Meghan.Deleau@canadalife.com> 
Sent: November 27, 2025 10:13 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Melinda Guenther, TFSA 90188461


Hello,

We had removed the successor holder from subject policy however it’s still showing on Workspace.
MyServ is showing the change has been completed so I believe this is a Workspace glitch.

Please remove Andris Balodis as Successor Holder.

Many thanks,
Meghan Deleau (she / her)
Advisor Support Associate  |  From Financial
meghan.deleau@canadalife.com  |  204-800-5521

 << OLE Object: Picture (Device Independent Bitmap) >> 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2026-03-11T15:08:38.000+0000,False,False,005OH000006wv2TYAQ,2025-11-28T19:34:48.000+0000,005OH0000097FtCYAU,2026-03-11T15:08:38.000+0000,005OH000006wv2TYAQ,2026-03-11T15:08:38.000+0000,(204)489-5534X356,,wes.from@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqZfqYAE,False,,24133967,0030A0000029plEQAQ,0010A000002wC8bQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:50:48.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T19:50:48.000+0000,005OH00000BfonJYAR,2025-11-28T19:50:49.000+0000,005OH00000BfonJYAR,2025-11-28T19:50:49.000+0000,(604)818-3866,,sean@mcconnellriskmanagement.com,(604)941-8695,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqaLnYAI,False,,24134789,0030A0000029lQFQAY,0010A000002w8apQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:03:39.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T20:03:39.000+0000,005OH000004Ir1xYAC,2025-11-28T20:03:39.000+0000,005OH000004Ir1xYAC,2025-11-28T20:03:39.000+0000,(403)243-7359,,shanfin@telus.net,(403)228-5895,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqavHYAQ,False,,24134286,0030A0000029bG0QAI,0010A000002w0GrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:55:38.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T19:55:38.000+0000,005OH00000BfonJYAR,2025-11-28T19:55:39.000+0000,005OH00000BfonJYAR,2025-11-28T19:55:39.000+0000,(604)351-6322,,audrachuangfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqbJWYAY,False,,24137719,0030A0000029b5sQAA,0010A000002w081QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Phone number: Ok
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor code(s): 

Call details: Caller would like to set up their MFA for the 1st time.

>>>Using LogMeIn: We cleared cookies from their browser, installed the MFA, linked it to WS, then logged them out and back in, to make sure that they are receiving the MFA code.

----------------------------EMAIL---------------------
Hi Ying,

It was a pleasure speaking on the phone with you earlier regarding your MGA Workspace access.

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we cleared your browser’s cookies, set up your MFA and made sure that you’re accessing your MGA account without any issues.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T21:21:39.000+0000,False,False,005OH00000AbCcLYAV,2025-11-28T20:54:21.000+0000,005OH00000AbCcLYAV,2025-11-28T21:21:40.000+0000,005OH00000AbCcLYAV,2025-11-28T21:21:40.000+0000,(905)470-8222,,yingjiang2000821@yahoo.com,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqbo6YAA,False,,24134356,003OH00000Deb32YAB,001OH00000HHj74YAD,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-RIF account missing,Medium,"user reached out as advisor did a conversion from at RIF account to LRIF account but the amount showing is wrong and advisor cannot acces the rif of the client anymore.
reach out to assist for guidance and responded.
email
Bonjour Nicolas,

Merci d’avoir contacté le support de l’espace de travail.

Pouvez-vous s’il vous plaît fournir le numéro de police pour le produit que la conseillère ne peut plus voir sur son espace de travail, car la police 411248370, je viens de vérifier de mon côté, la conseillère semble toujours avoir accès à sans problème.

Et pour la deuxième partie de votre demande concernant le problème technique, Ii serait préférable de vérifier avec le siège social ce qu’ils peuvent voir de leur côté après que la demande a été traitée avant de pouvoir procéder à toute enquête supplémentaire sur s’il s’agit d’un problème technique.
 
Malheureusement, nous n’avons pas accès pour vérifier si la conversion a été effectuée.

Après avoir vérifié avec le siège social et constaté que le montant est le bon, vous pouvez nous contacter en retour et nous allons le remonter pour une enquête.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: November 27, 2025 12:59 PM
To: Fonds Distincts MTL <Fonds.Distincts@canadavie.com>
Cc: Marie-Claude Simoneau <mcsimoneau@sfcap.ca>; Workspace Support <WorkspaceSupport@canadalife.com>; Hamaoui, Martin <Martin.Hamaoui@canadavie.com>
Subject: Erreur FEER et REER - 411248370 - Marc Lefrancois

Bonjour l’équipe,

Je viens tout juste de faire un partage d’écran avec la conseillère Marie-Claude Simoneau (H1800). Elle a effectué une conversion de REER en FERR chez nous, mais il semble manquer des sommes dans le compte (411248370).

Le montant de transfert devait être de 134 085 $, mais dans Espaces Affaires, nous voyons seulement 67 235 $. La conseillère nous demande où se trouve le restant du compte client.

Pouvez-vous vérifier que la conversion en FERR a bien été complétée chez nous? 

Pour l’équipe de support d’Espaces Affaires, s’agit-il d’un problème technique? La conseillère n’a également plus accès au compte REER du client.

Merci beaucoup,

Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 

Rendez-vous au : canadavie.com   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
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Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-10T17:49:49.000+0000,False,False,005OH00000AZ3ZxYAL,2025-11-28T19:56:46.000+0000,005OH00000AZ3ZxYAL,2025-12-10T17:49:49.000+0000,005OH00000AZ3ZxYAL,2025-12-13T02:01:52.000+0000,(450)462-2812,,mcsimoneau@sfcap.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqcNfYAI,False,,24136481,003OH00000M9BXWYA3,001OH00000QuxNUYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor is trying to get onto workspace but is unable to sign in , we tried resetting the password.
********
Hi Andrea , thank you for contacting the workspace support today.

To recap our call, you were having some difficulty signing onto workspace. I do want to that you for your patience today while we did some troubleshooting to get access for you. The next option to confirm the user id would be emailing distribution_methodology@canadalife.com they should be able to confirm your user ID. If you still need assistance signing on Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T21:30:59.000+0000,False,False,005OH00000BFQFCYA5,2025-11-28T20:31:40.000+0000,005OH00000BFQFCYA5,2025-11-28T21:37:26.000+0000,005OH00000BFQFCYA5,2025-11-28T21:37:26.000+0000,(403)648-9300,,aglazier@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqcfQYAQ,False,,24137213,0030A0000029a9EQAQ,0010A000002vzMaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:44:10.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T20:44:10.000+0000,005OH00000BfonJYAR,2025-11-28T20:44:11.000+0000,005OH00000BfonJYAR,2025-11-28T20:44:11.000+0000,(604)716-7828,,grace.chen@optimize.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqd8LYAQ,False,,24133685,0030A0000029mRcQAI,0010A000002w9RQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:46:15.000+0000,False,False,005OH000005URvxYAG,2025-11-28T19:46:15.000+0000,005OH000005URvxYAG,2025-11-28T19:46:16.000+0000,005OH000005URvxYAG,2025-11-28T19:46:16.000+0000,(780)408-3633,(780) 914-2216,craigbrenzan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqdMsYAI,False,,24134107,0030A0000029a3nQAA,0010A000002vzHTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Statement location,Medium,"*11/28*
----------------

Maria Vieira 

havng trouble finding the statement  
guided to the client details>statement page 


*email*
----------------

Good afternoon Maria, 

Thank you for contacting the Workspace Support Team with your statement inquiry. 

You wanted to know how to find the clients statements within Workspace. We were able to guide you to the client details page for the client and then from there you could see the statement tab for that client. If you have any questions or concerns, please reply to this email.

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T21:51:45.000+0000,False,False,005OH000008919xYAA,2025-11-28T19:52:58.000+0000,005OH000008919xYAA,2025-11-28T21:51:45.000+0000,005OH000008919xYAA,2025-11-28T21:51:45.000+0000,(416)490-1963X223,,terry@zfi.ca,(416)490-0180,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqdWXYAY,False,,24133792,0030A00000CeKbOQAV,0010A00000DFloaQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace first login - INC1875668,Medium,"*** DDS01DEC2025 ***
AN sales channel added by DAS, asked user to try again and call if there are any issues
** DDS 28NOV2025 ***
INC1875668 submitted - AN sales channel missing and login attempts arent being registered in login hx

*** DDS Nov 28th, 2025 ***
User tried to sign in after creating account, but error ERR-W1281 appears. Resetting password does not work, same issue. Escalated to Jennifer to escalate issue as there seems to be missing the AN Channel on Salesforce.
==============

EMAIL: 



Good morning Jean,

We have heard back from our Digital Hub team, they have applied a fix to your account, and you should now be able to login successfully and then be prompted to set up MFA. If you run into any issues with this, please let me know or give us a call at your convenience at the number below as we are more than happy to assist. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Jean,

Thank you for contacting Workspace Support today regarding your login issue after completing your MGA Workspace account registration today. We have escalated the issue to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T13:34:29.000+0000,False,False,005OH000006wv2TYAQ,2025-11-28T19:48:02.000+0000,005OH00000AbJ7aYAF,2025-12-01T13:34:29.000+0000,005OH000006wv2TYAQ,2025-12-01T13:34:29.000+0000,(604)495-9081,,jean@markejean.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqdoIYAQ,False,,24134599,0035o000005m4ymAAA,0015o000006KSjNAAW,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Workspace registration-authentication Failed,Medium,"HARPREET SINGH KHETARPAL
E1159

Advisor needed help for workspace registration but we have incorrect phone number. authentication failed. Advisor informed they have correct information in Apexa, email sent to Tracey to get this corrected.

Hello Harpreet,

Thank you for calling workspace support. I am so happy to assist with your inquiry today.

In our today’s call, you needed assistance for workspace registration. As we have incorrect phone number in our system, I couldn’t assist you further. I have sent an email to the manager to get this corrected and CC’d you in the email. As soon as I heard back from them, I will be happy to assist you further.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000BFiyTYAT,2025-11-28T20:00:46.000+0000,005OH00000BFiyTYAT,2025-11-28T20:02:28.000+0000,005OH00000BFiyTYAT,2025-11-28T20:02:28.000+0000,(647)539-2571,(647) 539-2571,harpreet4477@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqeAsYAI,False,,24134617,0030A0000029dkQQAQ,0010A000002w2CQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:01:01.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T20:01:01.000+0000,005OH00000BfonJYAR,2025-11-28T20:01:02.000+0000,005OH00000BfonJYAR,2025-11-28T20:01:02.000+0000,(778)801-8771,(778) 989-7218,xianlee@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqesPYAQ,False,,24134025,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:51:38.000+0000,False,False,005OH000005URvxYAG,2025-11-28T19:51:38.000+0000,005OH000005URvxYAG,2025-11-28T19:51:39.000+0000,005OH000005URvxYAG,2025-11-28T19:51:39.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqevhYAA,False,,24137094,0030A0000029mPbQAI,0010A000002w9PPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- GWL policies,Medium,"KB0021295 - User is not able to see GWL policy in Workspace and would like to so. 
user is also inquiring about payment and how to consolidate his account and his wife's. 

************************************************************************
Good afternoon, Paul 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your GWL policies!
 
Unfortunately, your GWL policy is not currently available in Workspace, you will need to contact the Client Services at 1-888-252-1847 as they will be able to assist you. 
In regarding about payments/commission statements and consolidating your accounts please contact contracts&compensation@canadalife.com. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T20:42:08.000+0000,False,False,005OH00000BG5v4YAD,2025-11-28T20:42:08.000+0000,005OH00000BG5v4YAD,2025-11-28T21:36:56.000+0000,005OH00000BG5v4YAD,2025-11-28T21:36:56.000+0000,(613)266-1564,,paul.orfali@gmail.com,(613)695-7527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqfyAYAQ,False,,24134258,003OH00000GC2JQYA1,001OH00000K7L95YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:55:13.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T19:55:13.000+0000,005OH00000BfjndYAB,2025-11-28T19:55:14.000+0000,005OH00000BfjndYAB,2025-11-28T19:55:14.000+0000,(250)434-4502,,hari.vyas@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqg1OYAQ,False,,24134399,0030A0000029lUYQAY,0010A000002w8ejQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T19:57:25.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T19:57:25.000+0000,005OH000004Ir1xYAC,2025-11-28T19:57:25.000+0000,005OH000004Ir1xYAC,2025-11-28T19:57:25.000+0000,(403)253-0502,,dick@dhtfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqgEJYAY,False,,24135326,003G0000018f7EOIAY,0010A000002wPJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"TFSA policy 80663313, form was submitted to add a successor holder. Investment Centre has been updated, but WS has not been updated.",Medium,"***DDS Nov.28/2025***
TFSA policy #80663313. Form was submitted on WS on Nov 10/2025 – to add a successor holder. Investment Centre has been updated, but WS has not yet been updated.
Escalated to L2, Sent a follow up email to the user advising this has been escalated and we will reach out as soon we have a resolution. Forwarded the email to WorkspaceServiceLeaders@canadalife.com, included necessary info to make investigating this case easier.
REF KB:KB0022772

*****Email*****
Hello @Workspace Service Leaders,

For TFSA policy 80663313, form was submitted to add a successor holder on WS on Nov 10/2025. Investment Centre has been updated, but WS has not yet been updated.
Please see screenshot from Workspace below, as well as all the necessary supporting info.

Client First name: KATHLEEN
Client Middle Name: ANNE
Client Last name: SASO
Client DOB: June 9, 1985
Policy Number: 80663313
Advisor's First Name : Teresa
Advisor's Last Name: Mueller
Salesforce ID: 0030A0000028xVZQAY
CIS ID: 9008399332

 

Please let me know if you need further information – thanks for the help!


Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 1:27 PM
To: Mueller, Teresa (Mueller Financial Group Inc.) <Teresa@muellerfinancialgroup.ca>
Subject: RE: K. SASO TFSA #80663313 - Case - 24135326

Hello Teresa,

Thanks for contacting the Workspace Support team regarding the Successor Holder not showing in Workspace for TFSA Policy – 80663313.

We have escalated this for further investigation. We will follow up with you as soon as we have a resolution.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Teresa Mueller <Teresa@muellerfinancialgroup.ca> 
Sent: November 27, 2025 12:45 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] K. SASO TFSA #80663313 - Case - 24135326

Hello, My client Kathleen Saso TFSA #80663313. We submitted a form on WS on Nov 10 2025 – to add a successor holder. Investment Centre has been updated, but WS has not yet. We have given it a few weeks as we know it can take time to updated. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

My client Kathleen Saso TFSA #80663313.  We submitted a form on WS on Nov 10 2025 – to add a successor holder.  Investment Centre has been updated, but WS has not yet.  We have given it a few weeks as we know it can take time to updated.  Please can this be investigated and completed.

Regards,

Teresa Mueller
Mueller Financial Group Inc.
Insurance Advisor  & Investment Representative
18 Catalpa Court
Grimsby, ON L3M 0B1         Cell: 905-517-9117
 
Quadrus Investment Services Ltd.
 
Affiliated with Canada Life
 
Teresa@muellerfinancialgroup.ca   Website:  www.muellerfinancialgroup.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-11-28T20:32:01.000+0000,False,False,005OH00000BFQFBYA5,2025-11-28T20:12:11.000+0000,005OH00000BFQFBYA5,2025-11-28T20:32:01.000+0000,005OH00000BFQFBYA5,2025-11-28T20:32:01.000+0000,(905)517-9117,(905) 517-9117,teresa@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqhAQYAY,False,,24137672,0030A0000029ekUQAQ,0010A000002w30pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:53:26.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T20:53:26.000+0000,005OH000004Ir1xYAC,2025-11-28T20:53:26.000+0000,005OH000004Ir1xYAC,2025-11-28T20:53:26.000+0000,(403)835-7283,,ben@doylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqha9YAA,False,,24134574,003OH00000YEUNkYAP,001OH00000h7ydOYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS**** 11/28/2025
User called in for workspace registration assistance. They were getting an error while trying to sign, but it looks like they just set up their Repnet User id and need to wait 24-48 hours before completing registration for workspace. followed kb0021888 for authentication and provided instructions on next steps to user. 

email chain********


Hello Brandon, 

It was a pleasure assisting you today.

     Next step would be to wait 24-48 hours before initiating registration for workspace. Below are the instructions for workspace registration. 

     You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password you created today
 
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   If needed.
 
 
 
 
•	 
1.	Click on Next to navigate to the next page 

o	Read and accept the Terms of use
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
1.	Verify the email by clicking Verify Now 

o	Your account will be activated once the email is verified
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/.

You will also be prompted to set up MFA. Please if you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T20:10:15.000+0000,False,False,005OH00000BFQFHYA5,2025-11-28T20:00:20.000+0000,005OH00000BFQFHYA5,2025-11-28T20:10:15.000+0000,005OH00000BFQFHYA5,2025-11-28T20:10:15.000+0000,(778)990-7414,,brandon.chand@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqhdRYAQ,False,,24138361,0030A0000029ec3QAA,0010A000002w2uoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Account Access,Medium,"ROBERT MACDONELL
Robert is calling about accessing their workspace account. They believe they are locked out.
Our system does not show any account on file for the user. I have advised them to try to register and get back to us if the process fails. 

Email:
----------
Hello Robert,

Thank you for contacting Workspace Support about your account access issues. 

I just checked and I don’t see an active workspace account for yourself. To troubleshoot this, can you please try to register for an account and see if it allows you to proceed?

Please follow the steps below for the Workspace registration process.

To register for workspace please go to https://workspace.canadalife.com/registration
 
You will need to enter your User ID and password. 
*If you do not have your User ID,  you can visit this link and select ‘forgot User ID’ or contact Distribution_Methodology@canadalife.com
 
You will also need to enter your advisor code (comp code)
*If you do not know your advisor code, please contact 
CanadaLife.Contracts&Licensing@canadalife.com 
 
If you cannot move forward with this process because it is saying you already have an account, please respond with your User ID so we can further investigate


If you would like to speak to an agent over the phone, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you. Our team is available between the hours of 8am and 8pm EST Monday-Friday.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: ROBERT MACDONELL <robert@macdonellwealthstrategies.com> 
Sent: November 28, 2025 2:36 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] ***URGENT*** Locked out

Hello. My name is Robert MacDonell LL32836 and I have been locked out of my workspace account. I am told it is not a password issue and that I need to have it reset. Please feel free to call me at 519 792 9061 of you have any questions. Please
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello.

My name is Robert MacDonell LL32836 and I have been locked out of my workspace account.  I am told it is not a password issue and that I need to have it reset.


Please feel free to call me at 519 792 9061 of you have any questions.

Please un suspend my account.


Thank you,

Bob

Robert MacDonell B.Comm, PFP, FMA
Insurance Advisor and Investment Representative
 
200-2555 Ouellette Avenue
Windsor, ON, N8X1L9
Cell: (519) 792 - 9061
Fax: 519-967-1234",True,2025-11-28T21:05:59.000+0000,False,False,005OH00000BGf2TYAT,2025-11-28T21:05:59.000+0000,005OH00000BGf2TYAT,2025-11-28T21:07:32.000+0000,005OH00000BGf2TYAT,2025-11-28T21:07:32.000+0000,(519)250-3884,,,(519)250-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqi1gYAA,False,,24141671,0030A0000029acyQAA,0010A000002vzj4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:42:31.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T22:42:31.000+0000,005OH00000BfjndYAB,2025-11-28T22:42:31.000+0000,005OH00000BfjndYAB,2025-11-28T22:42:31.000+0000,(604)437-8419,,info@myfinplan.ca,(604)437-8433,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqiCtYAI,False,,24137628,0030A0000029i5HQAQ,0010A000002w5r7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:52:27.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T20:52:27.000+0000,005OH00000BfonJYAR,2025-11-28T20:52:27.000+0000,005OH00000BfonJYAR,2025-11-28T20:52:27.000+0000,(250)480-1095,(250) 920-8595,admin@legacygroup.ca,(250)590-3626,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqiG5YAI,False,,24134746,0035o000006LjQrAAK,0015o000006qrdZAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setup Workspace access,Medium,"Caller Name: Rehana Begum
Advisor or support staff: Advisor 
Advisor Code: E2902 National Account
Advisor Name: Rehana Begum	
Phone: (403) 253-4840
Email: Rehana.Begum@ig.ca		
1. Siebel verification:  NOV ROTATION 1 QUESTIONS ASKED & CONFIRMED AS PER SIEBEL
Issue: needs help registering for Workspace. just received her code today.

FINDINGS: 
she's already registered for workspace
she confirmed she changed firms and her email was rehana.begum@igpwm.ca as seen in SF. 
sf acct is active and not under investigation. no auth either. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o0000026EEzAAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o0000062864AAA%26cntc%3D0035o0000062864AAA%26id%3D0055o0000026EEzAAM

RESOLUTON: followed KB, she was already authenticated: NOV ROTATION 1 QUESTIONS ASKED & CONFIRMED AS PER SIEBEL
changed email from rehana.begum@igpwm.ca to Rehana.Begum@ig.ca in SF
she didn't recall the password as it was saved on old computer/other firm.
she did a forgot password
signed in and received 5 digit code to her email and was able to access again.
sent follow up 

--------------------------------------***DDS  11/28/2025***--------------------------
Hello Rehana,

Thank you for contacting Workspace Support today regarding registering for Workspace. It was a pleasure speaking with you! 

It was determined once verification was completed, you do have an active Workspace account however as you changed firms, your old email is not active and tied to the Workspace account.

We changed your email from rehana.begum@igpwm.ca to Rehana.Begum@ig.ca

You then reset your password and was able to sign into Workspace using the 5-digit verification code sent to your email. 
 
We made sure that you were able to log out and log into Workspace successfully after the change. 
 
🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T20:31:26.000+0000,False,False,005OH00000AUS7aYAH,2025-11-28T20:03:03.000+0000,005OH00000AUS7aYAH,2025-11-28T20:31:26.000+0000,005OH00000AUS7aYAH,2025-11-28T20:31:26.000+0000,(403)253-4840,,rehana.begum@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqj47YAA,False,,24136227,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace password reset,Medium,"ARSANY MORGAN
D8103

Advisor needed help for password reset. After authentication sent him a link to change password. They were able to login successfully.

Hello Arsany,

Thank you for calling workspace support team. I am so happy to assist you today.

In our today’s call, you needed help for resetting your password. We completed the authentication process and then I sent you the link to reset your password. You were able to change your password and login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T20:29:42.000+0000,False,False,005OH00000BFiyTYAT,2025-11-28T20:27:05.000+0000,005OH00000BFiyTYAT,2025-11-28T20:29:43.000+0000,005OH00000BFiyTYAT,2025-11-28T20:29:43.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqjNYYAY,False,,24139985,0030A0000029kPrQAI,0010A000002w7lUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:42:35.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T21:42:35.000+0000,005OH00000BfjndYAB,2025-11-28T21:42:35.000+0000,005OH00000BfjndYAB,2025-11-28T21:42:35.000+0000,(250)767-3358,,shayn.moritz@edwardjones.com,(866)773-4352,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqkoCYAQ,False,,24139649,0030A0000029bkzQAA,0010A000002w0cFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:34:46.000+0000,False,False,005OH00000865wTYAQ,2025-11-28T21:34:46.000+0000,005OH00000865wTYAQ,2025-11-28T21:34:47.000+0000,005OH00000865wTYAQ,2025-11-28T21:34:47.000+0000,(403)208-8028,,joe.sanford@edwardjones.com,(866)545-2743,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gql5xYAA,False,,24137925,003G0000018f7CuIAI,0010A000002wPGrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account Access Issue - Resolved,Medium,"Reason for call: Locked out of WS account
Authentication: Yes/No, which rotation: Yes, November rotation
•	Troubleshooting steps completed: Unlocked iSAM account/ ERR-W1285
•	Email correspondence
•	Source of triage (e.g., “As per KBA001234”): KB0021888, KB0020563  
==================================
Hello Mike, 

Thank you for having contacted Workspace Support. It was our pleasure in helping you restore access to your Workspace Account. 

Your voice matters. Let us know what you thought about the quality of service provided by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T21:11:22.000+0000,False,False,005OH00000BFQFGYA5,2025-11-28T20:58:01.000+0000,005OH00000BFQFGYA5,2025-11-28T21:11:22.000+0000,005OH00000BFQFGYA5,2025-11-28T21:11:22.000+0000,(403)521-6370,(403) 680-7300,mike@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqlaeYAA,False,,24140543,003OH00000IL8LCYA1,001OH00000MWbPlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:58:00.000+0000,False,False,005OH000005URvxYAG,2025-11-28T21:58:00.000+0000,005OH000005URvxYAG,2025-11-28T21:58:01.000+0000,005OH000005URvxYAG,2025-11-28T21:58:01.000+0000,(780)618-6329,,tom.plocica@ts-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqlcBYAQ,False,,24136317,003OH00000DEi8DYAT,001OH00000GMC6DYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:28:29.000+0000,False,False,0055o000001NWfMAAW,2025-11-28T20:28:29.000+0000,0055o000001NWfMAAW,2025-11-28T20:28:30.000+0000,0055o000001NWfMAAW,2025-11-28T20:28:30.000+0000,(437)988-5779,,eileeninwork@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqoOjYAI,False,,24135950,0030A0000029i3UQAQ,0010A000002w5peQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:22:30.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T20:22:30.000+0000,005OH00000BfonJYAR,2025-11-28T20:22:30.000+0000,005OH00000BfonJYAR,2025-11-28T20:22:30.000+0000,(778)668-6876,,mlmabeltam@gmail.com,(604)270-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqp9XYAQ,False,,24139897,003OH000007ZiADYA0,001OH000009Jl9KYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is wondering what he needs to do to log into Workspace. 
User forgot his User ID so will need to contact Distribution Methodology first. 

Email:mathrion20@gmail.com

********************************************************
Good afternoon, Galen

Thank you for contacting the Workspace Support Team, it was great speaking with you today!

To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/
You will need to use your User ID credentials to complete registration for Workspace. 

Please contact Distribution_Methodology@canadalife.com and request for your User ID. 

*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 

If you have any questions or need further assistance, we’re here to help.
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T21:39:58.000+0000,False,False,005OH00000BG5v4YAD,2025-11-28T21:39:58.000+0000,005OH00000BG5v4YAD,2025-11-28T21:47:15.000+0000,005OH00000BG5v4YAD,2025-11-28T21:47:15.000+0000,(403)519-2820,,mathrion20@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqpSyYAI,False,,24140179,0030A0000029lbXQAQ,0010A000002w8k2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:47:33.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T21:47:33.000+0000,005OH00000BfjndYAB,2025-11-28T21:47:34.000+0000,005OH00000BfjndYAB,2025-11-28T21:47:34.000+0000,(604)501-4217,,bmercier@envisionfinancial.ca,(604)501-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqpppYAA,False,,24141178,0030A0000029jzxQAA,0010A000002w7PCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:22:16.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T22:22:16.000+0000,005OH000004Ir1xYAC,2025-11-28T22:22:17.000+0000,005OH000004Ir1xYAC,2025-11-28T22:22:17.000+0000,(403)452-8555,,8341020@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gquadYAA,False,,24137511,0030A0000029mNEQAY,0010A000002w9MsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:50:11.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T20:50:11.000+0000,005OH00000BfonJYAR,2025-11-28T20:50:11.000+0000,005OH00000BfonJYAR,2025-11-28T20:50:11.000+0000,(604)270-2802,(604) 889-8841,askmary@truewealth.ca,(604)270-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqukLYAQ,False,,24138746,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:14:00.000+0000,False,False,0055o000001NWfMAAW,2025-11-28T21:14:00.000+0000,0055o000001NWfMAAW,2025-11-28T21:14:00.000+0000,0055o000001NWfMAAW,2025-11-28T21:14:00.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqv6xYAA,False,,24140666,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:01:43.000+0000,False,False,005OH000005URvxYAG,2025-11-28T22:01:43.000+0000,005OH000005URvxYAG,2025-11-28T22:01:43.000+0000,005OH000005URvxYAG,2025-11-28T22:01:43.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqw7mYAA,False,,24138044,003G00000252J1IIAU,0010A000002wTB5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,External Asset Reporting,Medium,"Kristen wants to know how to create a report showing external products she's manually added to Workspace. 

Tried multiple options, checked training PowerPoint for reports/KBAs/report dashboard overview/visual report object guide, even added a fake external product to a client in my training Workspace to see what fields it might populate... but couldn't find something that worked with the correct fields. Called Assist and talked to Jenn B, after much experimenting and searching she was able to find a report that worked. It would show results for her, but absolutely none for me despite being logged into the same user's account! Checked it again after lunch when logged into user's WS and it's suddenly working, so I can only assume it was temporarily possessed earlier. 

Emailed as below: 

*****Nov 28 2025*****
Hi Kristen, 

Thanks for reaching out to Workspace Support about Reports. 

If you check your Reports dashboard, you’ll see one in your recent reports tab called ‘External Assets’: 

 

This is one of the pre-existing reports available in Workspace, we’ve tested it to confirm it pulls results from your book. After selecting the report, at the top right you can select the filter menu to see how the report is currently set up for asset record type, and/or the edit button to modify it: 

 

When selecting the Edit button, the Columns menu available on the left will show the options currently selected as well as allow you to add new ones: 
 

You can also use the filters and selected columns as a guide if you want to build your own report from scratch. The options selected in this report show what kind of data is associated with that fields, which gives you a decent starting point to work with. 

If there’s anything else we can help with, please don’t hesitate to ask! 

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you! 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Crystal H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



From: Kristen Hilstob <kristen@kristenhilstob.com> 
Sent: November 27, 2025 10:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Report running

Hello, How would I run a report listing all external products I have listed for various clients? Warmest regards, -Kristen Kristen Hilstob| Financial Security Advisor| Investment Representative I have joined Springleaf Financial Group Inc. Affiliated
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
How would I run a report listing all external products I have listed for various clients?

Warmest regards,
-Kristen
Kristen Hilstob| Financial Security Advisor| Investment Representative
I have joined Springleaf Financial Group Inc.
Affiliated with Canada Life & Quadrus Investment Services Ltd.
Landmark 5; #410 – 1620 Dickson Ave | Kelowna, BC | Canada | V1Y 9Y2 | 
Cell; 778.868.1231 - Text Me! | Office; 250.718.7232 ext. 107. | Fax; 236.420.1180 |
Email; kristen@kristenhilstob.com & kristen@springleaf.ca 

www.kristenhilstob.com
www.springleaf.ca 
Book a Meeting

Let’s Get Social -- Instagram @k.m.hilstob.financial
TFSA; 2025 limit of $7,000, lifetime limit of $102,000
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive messages like this, please let me know by replying to this email with the response “unsubscribe”",True,2025-11-28T22:18:07.000+0000,False,False,005OH00000BFQFFYA5,2025-11-28T21:00:20.000+0000,005OH00000BFQFFYA5,2025-11-28T22:18:08.000+0000,005OH00000BFQFFYA5,2025-11-28T22:18:08.000+0000,(778)868-1231,(778) 868-1231,kristen@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqwMHYAY,False,,24137514,0030A0000041wbvQAA,0010A000004nW2QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T20:50:11.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T20:50:11.000+0000,005OH000004Ir1xYAC,2025-11-28T20:50:11.000+0000,005OH000004Ir1xYAC,2025-11-28T20:50:11.000+0000,(403)928-2788,(403) 928-2788,vern@missionfinancial.ca,(587)289-1987,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqwm9YAA,False,,24138916,0030A0000029XuBQAU,0010A000002vxQ3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"Advisor unable to access workspace.. Assisted the advisor in making sure that he can get his reset password link successfully

==========

Hi Ravi,

Thank you for contacting the workspace support about you not getting the password reset link through your email address.

We guided you to make sure that email address is correct and selected the correct association. We were able to confirm that you have your access back to workspace.

Appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-11-28T21:33:29.000+0000,False,False,005OH00000BFPZHYA5,2025-11-28T21:17:26.000+0000,005OH00000BFPZHYA5,2025-11-28T22:04:32.000+0000,005OH00000BFPZHYA5,2025-11-28T22:04:32.000+0000,(416)283-1160,,regentfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqzDkYAI,False,,24139487,0030A0000029ekUQAQ,0010A000002w30pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Ben,

As mentioned in my previous email, please see below for your password-protected Excel file:
EM4VYZTPM3

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Ben,

Please find the attached file of H4747 Wealth and Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good afternoon Ben,

Thank you for your response. 

Please reach out to Contracts&Compensation@canadalife.com to locate your GWL codes and to have your information updated on file with Canada Life. Once you receive confirmation, please let us know your GWL codes and we will look into this request.

As for your MGA code, the Wealth and Insurance Client Listing report will be sent to you shortly, due to client sensitive data and security protocols.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Ben Doyle <ben@doylefinancial.ca> 
Sent: November 27, 2025 5:36 PM
To: BusinessReporting <BusinessReporting@canadalife.com>; Chauhan, Khushbu <Khushbu.Chauhan@canadalife.com>
Subject: [EXT] RE: Request for Client Information Report- GWL block of business /Case24106668

Hello, I have been requesting that my address on file be updated repeatedly since June with no reply/acknowledgement GWL block of business Could you please advise or change my business address on file to be: Doyle Financial Inc. 111 Hawkcliff
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello,

I have been requesting that my address on file be updated repeatedly since June with no reply/acknowledgement
GWL block of business
Could you please advise or change my business address on file to be:
•	Doyle Financial Inc.
•	111 Hawkcliff Way NW
•	Calgary, Alberta   T3G 2S3

LL code: 99871

If you have any questions, please do not hesitate to call.
Thanks,




The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: Thursday, November 27, 2025 2:53 PM
To: Chauhan, Khushbu <Khushbu.Chauhan@canadalife.com>
Cc: Ben Doyle <ben@doylefinancial.ca>
Subject: RE: Request for Client Information Report- GWL block of business /Case24106668

Good afternoon Khushbu,

An alternative method to access a client listing details is through Workspace, and the information can be exported as Excel. For further assistance, please reach out to CLWorkspaceSupport@canadalife.com.
If a Wealth Client Listing is required from our team, could you please provide us the advisor’s name and advisor codes (example of codes: Canada Life, MGA, Producer, five-characters long) used to submit business under for us to look into?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: Chauhan, Khushbu <Khushbu.Chauhan@canadalife.com> 
Sent: November 27, 2025 1:13 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: ben@doylefinancial.ca
Subject: Request for Client Information Report- GWL block of business
Importance: High

Hello Team,

Our advisor is looking to obtain GWL client information. Could you please generate a report for this?

Additionally, if this can be done through Workspace, could you kindly provide the steps to pull the report for future reference?
Thank you for your support.

Kind regards,
Khushbu Chauhan
Regional Sales Associate, Wealth Management
Cell: 204-800-9396
khushbu.Chauhan@canadalife.com 
Digital Segregated Fund Application Demonstration -MGA

In partnership with:

Edmond So, CFP®, RIS
Regional Sales Manager | Wealth Distribution
edmond.so@canadalife.com | 403-689-1638 (Mobile)

Mandy Chouhan
Regional Sales Representative, Wealth Management
Cell: 403-777-1621
mandy.chouhan@canadalife.com

 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage",True,2025-11-28T21:30:45.000+0000,False,False,005OH0000071DK9YAM,2025-11-28T21:30:45.000+0000,005OH0000071DK9YAM,2025-11-28T21:30:46.000+0000,005OH0000071DK9YAM,2025-11-28T21:30:46.000+0000,(403)835-7283,,ben@doylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqzbzYAA,False,,24140429,0030A0000029XsyQAE,0010A000002vxOvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:54:48.000+0000,False,False,005OH000005URvxYAG,2025-11-28T21:54:48.000+0000,005OH000005URvxYAG,2025-11-28T21:54:48.000+0000,005OH000005URvxYAG,2025-11-28T21:54:48.000+0000,(780)340-2189,,wei.chew@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqzjzYAA,False,,24139298,0030A0000029hp9QAA,0010A000002w5dKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:26:03.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T21:26:03.000+0000,005OH00000BfjndYAB,2025-11-28T21:26:03.000+0000,005OH00000BfjndYAB,2025-11-28T21:26:03.000+0000,(604)971-1110,(604) 971-1110,birken1@ymail.com,(604)929-6470,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqzs1YAA,False,,24138227,0030A0000029a9EQAQ,0010A000002vzMaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:03:27.000+0000,False,False,005OH00000BfonJYAR,2025-11-28T21:03:27.000+0000,005OH00000BfonJYAR,2025-11-28T21:03:27.000+0000,005OH00000BfonJYAR,2025-11-28T21:03:27.000+0000,(604)716-7828,,grace.chen@optimize.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gqzvGYAQ,False,,24139750,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:36:43.000+0000,False,False,005OH000005URvxYAG,2025-11-28T21:36:43.000+0000,005OH000005URvxYAG,2025-11-28T21:36:43.000+0000,005OH000005URvxYAG,2025-11-28T21:36:43.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr04zYAA,False,,24140400,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:53:44.000+0000,False,False,005OH000005URvxYAG,2025-11-28T21:53:44.000+0000,005OH000005URvxYAG,2025-11-28T21:53:45.000+0000,005OH000005URvxYAG,2025-11-28T21:53:45.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr0GFYAY,False,,24138747,003G0000018f6XlIAI,0010A000002wOUqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:14:01.000+0000,False,False,0055o000002KxaMAAS,2025-11-28T21:14:01.000+0000,0055o000002KxaMAAS,2025-11-28T21:14:01.000+0000,0055o000002KxaMAAS,2025-11-28T21:14:01.000+0000,(780)875-2125,(780) 871-1789,john.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr0OKYAY,False,,24142832,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,NewBusiness WebApp access,Medium,"****DDS****12/02/25 

Checked Siebel, user has no TPA for the Advisor codes Ll27817/ F2199/ 655773  - provided TPA form and referred user to DM

****DDS****11/28/25 

ASA cannot access advisor's code in NBWA - advised user to provide the advisor code so we can verify TPA delegation
 
============================================================================================= 
 
****Email Chain****


Hello Karandeep,

Thank you for providing the codes as requested. 

Our systems show that there was no third-party access set up for these advisor codes. I have attached the TPA form for your convenience. Please have your advisor send a filled and signed form to Distribution Methodology via email: Distribution_Methodology@canadalife.com. Once Distribution Methodology processes this form, you should be able to access your advisor’s clients on the platform. 

If there is anything else we can assist you with, please do not hesitate to reach out.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Joshi, Karandeep <Karandeep.Joshi@canadalife.com> 
Sent: December 1, 2025 6:50 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Talarico, Luca <luca.talarico@ltplanservices.com>
Subject: RE: New Business application for insurance - Case 24142832

Hello, these are the three codes for Luca: Ll27817/ F2199/ 655773. Please confirm once it is completed. Thank you.

Karandeep Joshi
Advisor Support Associate
Karandeep.Joshi@canadalife.com  |  902-420-3168

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 7:55 PM
To: Joshi, Karandeep <Karandeep.Joshi@canadalife.com>
Subject: RE: New Business application for insurance - Case 24142832

Hello Karandeep,

Thank you for contacting Workspace Support regarding your access to New Business Web App.

To assist you further, please provide the advisor’s code you should be having access to. Once we have this information, we will be able to proceed with the inquiry.


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Joshi, Karandeep <Karandeep.Joshi@canadalife.com> 
Sent: November 28, 2025 8:05 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Talarico, Luca <luca.talarico@ltplanservices.com>
Subject: New Business application for insurance 

Hello, good day. I am on the new business website. I do not have access to Luca’s code on it. Please advice and thank you.
 
Karandeep Joshi
Advisor Support Associate
Karandeep.Joshi@canadalife.com  |  902-420-3168

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-02T17:42:40.000+0000,False,False,005OH0000097FtCYAU,2025-11-28T23:54:45.000+0000,005OH0000097FtCYAU,2025-12-02T17:42:41.000+0000,005OH0000097FtCYAU,2025-12-02T17:42:41.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr2OXYAY,False,,24141633,0030A0000029WLHQA2,0010A000002vw6GQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:40:47.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T22:40:47.000+0000,005OH00000BfjndYAB,2025-11-28T22:40:48.000+0000,005OH00000BfjndYAB,2025-11-28T22:40:48.000+0000,(250)801-3078,,dteolis@drtfinancial.ca,(604)605-1674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr2Q8YAI,False,,24140497,0030A0000029nXKQAY,0010A000002wANsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:56:50.000+0000,False,False,005OH000005URvxYAG,2025-11-28T21:56:50.000+0000,005OH000005URvxYAG,2025-11-28T21:56:50.000+0000,005OH000005URvxYAG,2025-11-28T21:56:50.000+0000,(780)236-1913,,mwolff730@gmail.com,(780)628-7341,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr4epYAA,False,,24139696,0030A0000029otuQAA,0010A000002wBTrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:35:36.000+0000,False,False,005OH000005URvxYAG,2025-11-28T21:35:36.000+0000,005OH000005URvxYAG,2025-11-28T21:35:37.000+0000,005OH000005URvxYAG,2025-11-28T21:35:37.000+0000,(780)966-5084,,cboyle@legacyfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr57pYAA,False,,24139159,0030A0000029kMQQAY,0010A000002w7iDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:23:21.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T21:23:21.000+0000,005OH000004Ir1xYAC,2025-11-28T21:23:21.000+0000,005OH000004Ir1xYAC,2025-11-28T21:23:21.000+0000,(403)531-8400,,jennifer.tozser@nbc.ca,(403)531-8413,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr6aAYAQ,False,,24139837,0030A0000029iL3QAI,0010A000002w64yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:38:40.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T21:38:40.000+0000,005OH00000BfjndYAB,2025-11-28T21:38:41.000+0000,005OH00000BfjndYAB,2025-11-28T21:38:41.000+0000,(604)817-8002,,mitchell@pgbis.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr8AaYAI,False,,24140043,0030A0000029l6ZQAQ,0010A000002w8IVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:44:08.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T21:44:08.000+0000,005OH00000BfjndYAB,2025-11-28T21:44:08.000+0000,005OH00000BfjndYAB,2025-11-28T21:44:08.000+0000,(604)558-6830,,washton@harbourfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr8wyYAA,False,,24141358,0030A0000029jL6QAI,0010A000002w6s3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:29:23.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T22:29:23.000+0000,005OH000004Ir1xYAC,2025-11-28T22:29:24.000+0000,005OH000004Ir1xYAC,2025-11-28T22:29:24.000+0000,(403)390-5964,,ashifa.mawji@gmail.com,(403)764-8031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gr9MnYAI,False,,24141959,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:55:51.000+0000,False,False,005OH000005URvxYAG,2025-11-28T22:55:51.000+0000,005OH000005URvxYAG,2025-11-28T22:55:52.000+0000,005OH000005URvxYAG,2025-11-28T22:55:52.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grACOYA2,False,,24141592,0030A0000029Y6kQAE,0010A000002vxccQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:38:44.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T22:38:44.000+0000,005OH00000BfjndYAB,2025-11-28T22:38:44.000+0000,005OH00000BfjndYAB,2025-11-28T22:38:44.000+0000,(778)989-6834,,harpbains@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grAYvYAM,False,,24140144,003OH00000YPThaYAH,001OH00000hRtvjYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:46:35.000+0000,False,False,005OH000006owoYYAQ,2025-11-28T21:46:35.000+0000,005OH000006owoYYAQ,2025-11-28T21:46:36.000+0000,005OH000006owoYYAQ,2025-11-28T21:46:36.000+0000,(306)229-6727,,carman.davies@federated.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grAvWYAU,False,,24140549,0030A0000029mxoQAA,0010A000002w9sxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:58:11.000+0000,False,False,0055o000002KxaMAAS,2025-11-28T21:58:11.000+0000,0055o000002KxaMAAS,2025-11-28T21:58:11.000+0000,0055o000002KxaMAAS,2025-11-28T21:58:11.000+0000,(403)221-9300,,david.puhl@puhlemployeebenefits.com,(403)221-9309,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grBjVYAU,False,,24140338,0030A0000029oTGQAY,0010A000002wB70QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T21:52:11.000+0000,False,False,005OH000005URvxYAG,2025-11-28T21:52:11.000+0000,005OH000005URvxYAG,2025-11-28T21:52:12.000+0000,005OH000005URvxYAG,2025-11-28T21:52:12.000+0000,(780)852-5240,,rmcgu@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grCJ0YAM,False,,24140622,0030A0000029mxoQAA,0010A000002w9sxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:00:35.000+0000,False,False,0055o000002KxaMAAS,2025-11-28T22:00:35.000+0000,0055o000002KxaMAAS,2025-11-28T22:00:36.000+0000,0055o000002KxaMAAS,2025-11-28T22:00:36.000+0000,(403)221-9300,,david.puhl@puhlemployeebenefits.com,(403)221-9309,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grCm2YAE,False,,24140721,0030A0000029Vg9QAE,0010A000002vvYSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:03:34.000+0000,False,False,005OH000005URvxYAG,2025-11-28T22:03:34.000+0000,005OH000005URvxYAG,2025-11-28T22:03:34.000+0000,005OH000005URvxYAG,2025-11-28T22:03:34.000+0000,(780)395-9494,,dipak@auminsurance.ca,(780)395-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grEUXYA2,False,,24141426,0030A0000029Y3XQAU,0010A000002vxZFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:32:13.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T22:32:13.000+0000,005OH00000BfjndYAB,2025-11-28T22:32:13.000+0000,005OH00000BfjndYAB,2025-11-28T22:32:13.000+0000,(250)545-5258,(250) 300-3846,jake@acumenfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grEUYYA2,False,,24141558,003G0000018f6m4IAA,0010A000002wOnnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:37:00.000+0000,False,False,0055o000002KxaMAAS,2025-11-28T22:37:00.000+0000,0055o000002KxaMAAS,2025-11-28T22:37:00.000+0000,0055o000002KxaMAAS,2025-11-28T22:37:00.000+0000,(403)605-7800,(403) 605-7800,michelle.cheng@reliablefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grEZJYA2,False,,24140795,0030A0000029nQsQAI,0010A000002wAITQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login,Medium,"*11/28*
----------------
KB0020560  
Thor leifson
25470
err w1281
been a CL agent for 20 years or so, it runs me around in circles till i give up, i enter my email and password, i have to change my password, incorrect combination of email password and association 
account is locked 
unlocked in SF
walked user through pw reset option, 
used LMI and remoted to pc since user kept receiving the error, 
just clicked on sign in and it worked


*email*
----------------

Good afternoon Thor, 

Thank you for contacting the Workspace Support Team with your login issue. 

You were receiving err w1281 when attempting to log into Workspace. You tried to reset your password and got the same error so we tried Log me in and connected to your PC to see if we could maybe see if something else was interfering. We just clicked sign in on your Workspace and it signed you in, you likely just needed to try one more time and it would have worked. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T23:06:41.000+0000,False,False,005OH000008919xYAA,2025-11-28T22:06:17.000+0000,005OH000008919xYAA,2025-11-28T23:06:41.000+0000,005OH000008919xYAA,2025-11-28T23:06:41.000+0000,(204)489-4640,,thor.thorleifson@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grGb8YAE,False,,24141735,0030A0000029YZXQA2,0010A000002vxy0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:45:17.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T22:45:17.000+0000,005OH00000BfjndYAB,2025-11-28T22:45:17.000+0000,005OH00000BfjndYAB,2025-11-28T22:45:17.000+0000,(604)515-0770,(778) 898-0620,susananne71@outlook.com,(604)515-0710,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grI6hYAE,False,,24142798,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process - Call-back request,Medium,"Caller requested a call-back for assistance on registration in WS.

-----------------email---------------
Hi Craig, 
I would like to set up a phone call with you to help you with the Workspace access. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code (if it’s a non advisor account, please provide any active code(s) associated with one of your firm’s advisors.)
	We will reach you at the provided phone number (or the one from your profile).
	For security and compliance reasons, we can only speak directly with the account owner regarding access issues.
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST)

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Craig Kasaboski <craig@lafc.ca> 
Sent: November 27, 2025 7:54 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace - Case 23941792

Good Morning Fatima, Can you please reach out to me today via phone at out Brockville office to go over the issue. The number s 613-342-3905. When I log onto Workspace I am selected as “MGA” so I am not sure what is going on. Thanks Craig Kasaboski,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Morning Fatima,

Can you please reach out to me today via phone at out Brockville office to go over the issue.  The number s 613-342-3905.

When I log onto Workspace I am selected as “MGA” so I am not sure what is going on.

Thanks


Craig Kasaboski, QAFP™	
Qualified Associate Financial Planner 
Investment Representative
Quadrus Investment Services Ltd.	

35 Dundas St East, Napanee, ON K7R 1H7
O: 613-354-2726 | F: 613-354-3585
craig@lafc.ca    www.lafc.ca
25 King Street East, Brockville, ON K6V 1A7
O: 613-342-3905 | F: 613-865-8484
craig@lafc.ca    www.lafc.ca


	
To be ready for tomorrow you need to start planning today.
	
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. 
	
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed. 

		


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Friday, November 21, 2025 12:42 PM
To: Craig Kasaboski <craig@lafc.ca>
Cc: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace - Case 23941792

Hi Craig and Mackenzie,

@Kasaboski, Craig It has come to our attention that you are experiencing difficulties registering on Workspace. Based on our records, under your MGA account, you are currently registered on Repnet but not yet on Workspace.

Please ensure that you are using your MGA code when completing the registration and follow the steps outlined below:

To register on Workspace, you will need the following before you start:
•	Your User ID
•	Your User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en 

Please make sure to select the right association for the How are you associated with Canada Life? question for this Workspace account. 

If you need more assistance, don't hesitate to contact us or provide by email your convenient time, 3dates and times, for a call back.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November 21, 2025 7:41 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: ACTION REQUIRED: Setting up MGA Workspace

Hi There, 

Can you confirm if Craig Kasaboski is registered for CL MGA workspace? 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Craig Kasaboski <craig@lafc.ca> 
Sent: November 20, 2025 12:07 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

Good Afternoon, I just tried to register and it says I am already registered Craig Kasaboski, QAFP™ Qualified Associate Financial Planner Investment Representative Quadrus Investment Services Ltd. 35 Dundas St East, Napanee, ON K7R 1H7

Good Afternoon,

I just tried to register and it says I am already registered


Craig Kasaboski, QAFP™	
Qualified Associate Financial Planner 
Investment Representative
Quadrus Investment Services Ltd.	

35 Dundas St East, Napanee, ON K7R 1H7
O: 613-354-2726 | F: 613-354-3585
craig@lafc.ca    www.lafc.ca
25 King Street East, Brockville, ON K6V 1A7
O: 613-342-3905 | F: 613-865-8484
craig@lafc.ca    www.lafc.ca


	
To be ready for tomorrow you need to start planning today.
	
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. 
	
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed. 

		


From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: Wednesday, November 19, 2025 3:37 PM
Subject: ACTION REQUIRED: Setting up MGA Workspace
Importance: High

I trust that this email finds you well.
 
You have not registered for Canada Life (MGA) Workspace. You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. Please complete this by Monday November 24th. 
 
“With the Canada Life direct insurance contract changes happening in 2026 you will need to register for MGA Workspace so that you can continue to write insurance business with Canada Life through your MGA contract.
 
You will be able to link your Canada Life direct Workspace account with you MGA Workspace account for ease of use moving forward”
 
Please see slideshow above for instructions on how to register.
 
*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.
 
Kindly let me know if you require any assistance or need to know your activation code.
 
Thank you,


Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-11-28T23:50:30.000+0000,False,False,005OH00000AbCcLYAV,2025-11-28T23:50:30.000+0000,005OH00000AbCcLYAV,2025-11-28T23:50:42.000+0000,005OH00000AbCcLYAV,2025-11-28T23:50:42.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grI9tYAE,False,,24141282,0030A0000029jv8QAA,0010A000002w7LBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:26:22.000+0000,False,False,005OH000004Ir1xYAC,2025-11-28T22:26:22.000+0000,005OH000004Ir1xYAC,2025-11-28T22:26:22.000+0000,005OH000004Ir1xYAC,2025-11-28T22:26:22.000+0000,(403)331-5000,,noonteetime@hotmail.com,(403)223-8178,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grI9uYAE,False,,24141341,0030A0000029XVJQA2,0010A000002vx4AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:28:47.000+0000,False,False,005OH00000BfjndYAB,2025-11-28T22:28:47.000+0000,005OH00000BfjndYAB,2025-11-28T22:28:47.000+0000,005OH00000BfjndYAB,2025-11-28T22:28:47.000+0000,(604)689-8289X230,6046315932,annette@mrvafinancial.com,(604)689-2801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grIUrYAM,False,,24141327,0030A000002pPYWQA2,0010A000003aT71QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merging issue for the policies: 00173812-3204019-12312156,Medium,"Advisor code: C1227
Orig case: 23501614
>>>Merge issue, same company (cl), name was first and middle name listed both as first name for policies 00173812-12312156, updated in CIS to the following:
•	First Name: NEEL 
•	Middle Name: KUMAR
•	Last Name: ANAND
Then request of merge sent to CIS team.

-------------------------------EMAIL------------------------
Hi Charissa,

Thank you for contacting the Workspace Support team.

Regarding the merging of the policies: 3204019, 00173812 and 12312156, I’ve submitted the merge request to the aligned team. 

Once the aligned Head Office team has confirmed completion of the changes it should take effect in Workspace in 5-7 days and allow them to merge the Clients together. 

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Charissa Keech <Charissa@familytreefinancial.ca> 
Sent: November 20, 2025 10:23 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Fw: 23501614: Merge issue for policies: 00173812-3204019-12312156

Hello, I am hoping to have all 3 profiles for Neel Kumar Anand merged together so the client can see all his products from one login. Can you please move forward with this request? See below for the completion of the merging/updating from the
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello, 

I am hoping to have all 3 profiles for Neel Kumar Anand merged together so the client can see all his products from one login. 

Can you please move forward with this request? See below for the completion of the merging/updating from the contact center already.

Thanks,

Charissa Keech BA, PFA, CFP
 
Set up a meeting time: Book time with Charissa Keech

________________________________________
From: Ladouceur, Megan 
Sent: Thursday, November 20, 2025 5:23 AM
To: Charissa Keech 
Subject: RE: 23501614: Merge issue for policies: 00173812-3204019-12312156 
Hello Charissa,
You may need to contact workspace for help merging/updating.
All the systems on our side are correct.
Thanks!
Megan Ladouceur (elle/she)
Analyste - Polices en vigueur | Exploitation Assurance
In-Force Policy Analyst | Insurance Operations
1350 boul René-Levesque Ouest Suite 1120, Montreal QC H3G 1T4
megan.ladouceur@canadavie.com | 1-438-316-5116 / 1-888-252-1847
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Charissa Keech 
Sent: November 18, 2025 1:06 PM
To: Ladouceur, Megan 
Subject: [EXT] Re: 23501614: Merge issue for policies: 00173812-3204019-12312156
Hi Megan, It doesn't seem to have taken in the system (note the last record): Charissa Keech BA, PFA, CFP Set up a meeting time: Book time with Charissa Keech From: Ladouceur, Megan <Megan. Ladouceur@ canadavie. com> Sent: Monday, November
Hi Megan, 
It doesn't seem to have taken in the system (note the last record): 
 
Charissa Keech BA, PFA, CFP
 
Set up a meeting time: Book time with Charissa Keech
________________________________________
From: Ladouceur, Megan <Megan.Ladouceur@canadavie.com>
Sent: Monday, November 17, 2025 11:01 AM
To: Charissa Keech <Charissa@familytreefinancial.ca>
Subject: RE: 23501614: Merge issue for policies: 00173812-3204019-12312156 
Hello Charissa,
The policy is updated on all systems.
Have a great week!
Megan Ladouceur (elle/she)
Analyste - Polices en vigueur | Exploitation Assurance
In-Force Policy Analyst | Insurance Operations
1350 boul René-Levesque Ouest Suite 1120, Montreal QC H3G 1T4
megan.ladouceur@canadavie.com | 1-438-316-5116 / 1-888-252-1847
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Charissa Keech <Charissa@familytreefinancial.ca> 
Sent: November 4, 2025 2:51 PM
To: Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com>
Subject: [EXT] Fw: 23501614: Merge issue for policies: 00173812-3204019-12312156
Hello Inforce, Can you please update Neel Kumar Anand's birthday to July 12th, 1979 for policy 3204019? It is just this one policy that had a typo on the birthday. Neel has another 7 life policies and 4 disability policies with Canada Life,
Hello Inforce, 

Can you please update Neel Kumar Anand's birthday to July 12th, 1979 for policy 3204019? 
It is just this one policy that had a typo on the birthday. Neel has another 7 life policies and 4 disability policies with Canada Life, and we are trying to merge them so he can see it on the My Canada Life dashboard.
See workspace's email below from Fatima.

Thank you, 
Charissa Keech BA, PFA, CFP
 
Set up a meeting time: Book time with Charissa Keech
________________________________________
From: CL Workspace Support 
Sent: Monday, November 3, 2025 4:46 PM
To: Charissa Keech 
Subject: 23501614: Merge issue for policies: 00173812-3204019-12312156
Hi Charissa,
Thank you for contacting the Workspace Support team.
For the correction of the DOB on the policy 3204019, please reach out to CL insurance team at : InForceLifeClientServiceLondon@canadalife.com
Regarding the policies 00173812 and 12312156, I’ve submitted the merge request to the aligned team.
Once the aligned Head Office team has confirmed completion of the changes it should take effect in Workspace in 5-7 days and allow them to merge the Clients together. If they are still unable to complete the merge after the DOB has been confirmed please follow up with Workspace Support for further investigation.
If you need more assistance, don't hesitate to contact us.
•	We’d love your feedback! Just a minute of your time makes a big difference, if you could please, fill out our Survey 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Warm Regards, 
Fatima B.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
-----------------------------------------
Hello Team,

Can you please merge this client’s profiles. The policies belong to the same client.

Client details:
•	First Name: NEEL 
•	Middle Name: KUMAR
•	Last Name: ANAND
•	DOB: 12JUL1979
•	Policy #'s: 00173812 / 12312156 / 3204019
•	Company: CL
•	CIS Client ID’s: 0491165514 / 6066122476 / 3322011276
•	URL for records: 
	https://lifeco.lightning.force.com/lightning/r/Account/0015o000006PCwAAAW/view
	https://lifeco.lightning.force.com/lightning/r/Account/0015o000006POukAAG/view
	NEEL KUMAR ANAND | Account | Salesforce


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T23:16:35.000+0000,False,False,005OH00000AbCcLYAV,2025-11-28T22:28:08.000+0000,005OH00000AbCcLYAV,2025-11-28T23:16:36.000+0000,005OH00000AbCcLYAV,2025-11-28T23:16:36.000+0000,(778)294-0018,(604) 818-2678,lloyd@familytreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grJkHYAU,False,,24141497,0030A00000BSeneQAD,0010A00000C2owcQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:34:44.000+0000,False,False,0055o000002KxaMAAS,2025-11-28T22:34:44.000+0000,0055o000002KxaMAAS,2025-11-28T22:34:44.000+0000,0055o000002KxaMAAS,2025-11-28T22:34:44.000+0000,(403)261-4690X275,,michelle.cheng@reliablefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grLcPYAU,False,,24141730,0031600002WwfdbAAB,0010A000002wO9lQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User was experiencing Workspace access issues,Medium,"***DDS Nov.28/2025***
Advisor said he was having issues accessing his Workspace and thought his account might be ""suspended"". Authenticated user and checked to see that account was not under investigation. Had the advisor try to log in again and he was able to access his account without me troubleshooting anything. Had him log out and log back in to be safe and everything worked.
REF KB: KB0021888 

****Email****

Hello Robert,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding the Workspace access issue you had experienced.

I’m glad you were able to access your Workspace account without any issues. Just to be on the safe side, I had you log out and log back in successfully.
If you come across any other issues with this or questions regarding Workspace, feel free to reply to this email and we would love to assist you further.

If you have the time, please fill out this quick Survey to help us improve our ability to serve you.

Have a great weekend!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T23:06:47.000+0000,False,False,005OH00000BFQFBYA5,2025-11-28T22:45:06.000+0000,005OH00000BFQFBYA5,2025-11-28T23:19:57.000+0000,005OH00000BFQFBYA5,2025-11-28T23:19:57.000+0000,(519)792-9061,(519) 792-9061,robert@macdonellwealthstrategies.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grMVFYA2,False,,24141778,0030A0000029nPNQAY,0010A000002wAHIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Access,Medium,"***DDS 2025-11-28***
User thought they registered for Workspace and were unable to login.
DDS confirmed that user was not yet registered for Workspace and guided user to complete registration.
 
================================================================================
****Email Chain**
Hello Claire and Diane,

Thank you for contacting the Workspace Support team regarding your Workspace access.

Registering for Workspace is a 2-step process. The first step is to create a User ID with the activation code provided by Distribution Methodology. It seems like this first step has been completed. 

Secondly, the Workspace account must be created using the User ID and associated password. It seems like this step has not yet been completed.

You can follow the following steps to complete your Workspace registration:
1.	Go to Advisor Workspace Login – Canada Life
2.	Click the Register now button
3.	Enter your User ID and associated password and click Verify
a.	If you’ve forgotten your associated password, please click on the red text that says create your user ID (formerly RepNet ID)
 
b.	This should open a new page where you can then select the Forgot your password? option to reset your user ID password. Make sure when entering your User ID to reset your password you are adding @clext at the end of it.
 
4.	Enter your MGA advisor code
a.	If you aren’t sure what that code is, please check APEXA or contact your MGA to obtain that code
5.	Enter in your email and create a password. This will be the information you use to login to Workspace.
6.	Read and accept the Terms of use
7.	A verification email will then be sent to your inbox. Please click the Verify now button to complete registration.
8.	Once this is done go back to Advisor Workspace Login – Canada Life and login using the email and password you previously entered

If you have any other Workspace related questions or require any assistance with these steps, feel free to give us a call at 1-888-999-4516 and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: November 27, 2025 2:44 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Gagné, Diane A. <diane@ex-ponent.com>; Chagnon, Claire <claire@ex-ponent.com>
Subject: RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi Workspace,

See below, Diane has a new email address and is now locked out.  Can you please assist? 

D5302 - 
diane@ex-ponent.com


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Claire Chagnon <Claire@ex-ponent.com> 
Sent: November 27, 2025 2:41 PM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Cc: Gagné, Diane A. <diane@ex-ponent.com>
Subject: [EXT] FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hello Jennifer, I have registered Diane last week but I’m not able to sign in for her. Could you help? CLAIRE CHAGNON ADMINISTRATIVE ASSISTANT EXPONENT INVESTMENT MANAGEMENT INc. | 180 Elgin Street, Suite 1302, Ottawa, Ontario, K2P 2K3 EXPONENT
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Jennifer,

I have registered Diane last week but I’m not able to sign in for her.  Could you help?

 


	CLAIRE CHAGNON
ADMINISTRATIVE ASSISTANT

EXPONENT INVESTMENT MANAGEMENT INC. | 180 Elgin Street, Suite 1302, Ottawa, Ontario, K2P 2K3                    
EXPONENT ESTATE & INSURANCE SERVICES INC. | 5 Blackburn Avenue, Ottawa, Ontario, K1N 8A2
P: 613.792-3277 x 301 | claire@ex-ponent.com




Confidentiality Notice : This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this message in error, please notify us immediately and delete the original. | Portfolio management services are provided by Exponent Investment Management Inc. | Investment custodial services are provided by National Bank Independent Network (NBIN). | Only individuals registered with Exponent Investment Management Inc. may provide investment or trading advice. | Insurance services are offered through Exponent Estate & Insurance Services Inc., a separate and distinct company from Exponent Investment Management Inc. 	


From: Claire Chagnon 
Sent: Thursday, November 27, 2025 2:35 PM
To: 'Calcutt, Jennifer' <Jennifer.Calcutt@advicecanada.com>
Subject: RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi Jennifer, it must to do via MGA Workspace?


	CLAIRE CHAGNON
ADMINISTRATIVE ASSISTANT

EXPONENT INVESTMENT MANAGEMENT INC. | 180 Elgin Street, Suite 1302, Ottawa, Ontario, K2P 2K3                    
EXPONENT ESTATE & INSURANCE SERVICES INC. | 5 Blackburn Avenue, Ottawa, Ontario, K1N 8A2
P: 613.792-3277 x 301 | claire@ex-ponent.com




Confidentiality Notice : This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this message in error, please notify us immediately and delete the original. | Portfolio management services are provided by Exponent Investment Management Inc. | Investment custodial services are provided by National Bank Independent Network (NBIN). | Only individuals registered with Exponent Investment Management Inc. may provide investment or trading advice. | Insurance services are offered through Exponent Estate & Insurance Services Inc., a separate and distinct company from Exponent Investment Management Inc. 	


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Thursday, November 27, 2025 2:33 PM
To: Claire Chagnon <Claire@ex-ponent.com>
Subject: RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Thanks Claire.

Did Joh and Diane update their emails in workspace?


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Claire Chagnon <Claire@ex-ponent.com> 
Sent: November 27, 2025 2:31 PM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hello Jennifer, I did! Hi John and Diane, John – Were you able to link the MGA Workspace via the FH Portal through Advice Canada? Diane – Did you try to connect with the FH Portal? If yes, please let me know, as we must ensure your MGA Workspace

Hello Jennifer,  I did! 

Hi John and Diane,
•	John – Were you able to link the MGA Workspace via the FH Portal through Advice Canada?
•	Diane – Did you try to connect with the FH Portal? If yes, please let me know, as we must ensure your MGA Workspace is linked.
Thank you both for confirming.
Best regards,

Thank you,  Claire


	CLAIRE CHAGNON
ADMINISTRATIVE ASSISTANT

EXPONENT INVESTMENT MANAGEMENT INC. | 180 Elgin Street, Suite 1302, Ottawa, Ontario, K2P 2K3                    
EXPONENT ESTATE & INSURANCE SERVICES INC. | 5 Blackburn Avenue, Ottawa, Ontario, K1N 8A2
P: 613.792-3277 x 301 | claire@ex-ponent.com




Confidentiality Notice : This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this message in error, please notify us immediately and delete the original. | Portfolio management services are provided by Exponent Investment Management Inc. | Investment custodial services are provided by National Bank Independent Network (NBIN). | Only individuals registered with Exponent Investment Management Inc. may provide investment or trading advice. | Insurance services are offered through Exponent Estate & Insurance Services Inc., a separate and distinct company from Exponent Investment Management Inc. 	


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Thursday, November 27, 2025 1:21 PM
To: Claire Chagnon <Claire@ex-ponent.com>
Subject: RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi Claire,

Have you registered John and Diane for MGA Workspace?


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Claire Chagnon <Claire@ex-ponent.com> 
Sent: November 18, 2025 4:26 PM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Canada Life Hello Jennifer, Not yet because we are waiting the access to the portal of Financial Horizons. CLAIRE CHAGNON ADMINISTRATIVE ASSISTANT EXPONENT INVESTMENT MANAGEMENT INc. | 180 Elgin Street, Suite 1302, Ottawa, Ontario, K2P 2K3 EXPONENT

Hello Jennifer,

Not yet because we are waiting the access to the portal of Financial Horizons.  


	CLAIRE CHAGNON
ADMINISTRATIVE ASSISTANT

EXPONENT INVESTMENT MANAGEMENT INC. | 180 Elgin Street, Suite 1302, Ottawa, Ontario, K2P 2K3                    
EXPONENT ESTATE & INSURANCE SERVICES INC. | 5 Blackburn Avenue, Ottawa, Ontario, K1N 8A2
P: 613.792-3277 x 301 | claire@ex-ponent.com




Confidentiality Notice : This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this message in error, please notify us immediately and delete the original. | Portfolio management services are provided by Exponent Investment Management Inc. | Investment custodial services are provided by National Bank Independent Network (NBIN). | Only individuals registered with Exponent Investment Management Inc. may provide investment or trading advice. | Insurance services are offered through Exponent Estate & Insurance Services Inc., a separate and distinct company from Exponent Investment Management Inc. 	


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Tuesday, November 18, 2025 3:46 PM
To: Claire Chagnon <Claire@ex-ponent.com>
Subject: RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Question for you…. Did John and Diane also link their advisor sites on Advice Canada Site?  For now they both can add their direct CL Workspace 


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Claire Chagnon <Claire@ex-ponent.com> 
Sent: November 18, 2025 3:14 PM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Canada Life Wonderful! Thank you 😊 CLAIRE CHAGNON ADMINISTRATIVE ASSISTANT EXPONENT INVESTMENT MANAGEMENT INc. | 180 Elgin Street, Suite 1302, Ottawa, Ontario, K2P 2K3 EXPONENT ESTATE & INSURANCE SERVICES INC. | 5 Blackburn Avenue,

Wonderful!  Thank you 😊


	CLAIRE CHAGNON
ADMINISTRATIVE ASSISTANT

EXPONENT INVESTMENT MANAGEMENT INC. | 180 Elgin Street, Suite 1302, Ottawa, Ontario, K2P 2K3                    
EXPONENT ESTATE & INSURANCE SERVICES INC. | 5 Blackburn Avenue, Ottawa, Ontario, K1N 8A2
P: 613.792-3277 x 301 | claire@ex-ponent.com




Confidentiality Notice : This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this message in error, please notify us immediately and delete the original. | Portfolio management services are provided by Exponent Investment Management Inc. | Investment custodial services are provided by National Bank Independent Network (NBIN). | Only individuals registered with Exponent Investment Management Inc. may provide investment or trading advice. | Insurance services are offered through Exponent Estate & Insurance Services Inc., a separate and distinct company from Exponent Investment Management Inc. 	


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Tuesday, November 18, 2025 3:07 PM
To: Claire Chagnon <Claire@ex-ponent.com>
Cc: John M. Vachon <John@ex-ponent.com>
Subject: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
Importance: High



Just a quick reminder — your Canada Life Workspace account is waiting for you.
View in browser.

 	 	 

 
 
Get started: step-by-step guide
Your registration information 	
First Name:	John-Michel
Last Name:	Vachon
Advisor code*:	H3227
Activation code:	1-1Q60G6


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 	3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 	4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need support?
Contact Workspace Support at CLWorkspaceSupport@canadalife.com.
To learn more, go to Workspace resource page.

Register today and unlock the full potential of Canada Life Workspace.


 
 
Canada Life and design are trademarks of The Canada Life Assurance Company. If you don’t want to receive these updates, you can unsubscribe here.

 



 
 	 	 

 
 
Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement. 
Inscrivez-vous à l’Espace affaires pour AGD de la Canada Vie dès aujourd’hui! 
Vous recevez ce courriel parce que vous détenez un contrat auprès de la Financière Horizons et de la Canada Vie.

Bienvenue dans l’Espace affaires de la Canada Vie, une plateforme numérique où vous pouvez gérer votre pratique, servir vos clients et accéder à des outils pour faire croître vos affaires avec la Canada Vie.

Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie
Si vous avez récemment établi un contrat avec la Financière Horizons, vous devrez vous inscrire à une version distincte de l’Espace affaires. 
•	Obtenez une expérience sur mesure pour vos affaires d’AGD.
•	Restez organisé grâce à des canaux d’affaires clairs.
•	Gérez facilement les deux types d’affaires à mesure que votre pratique évolue.
Nous travaillons à uniformiser votre expérience à l’automne et cette mesure supplémentaire que nous prenons aujourd’hui vous prépare pour ce qui est à venir. 
Pour commencer : guide étape par étape 
Renseignements sur votre inscription	
Prénom: 	
Nom de famille:	
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 






Besoin d’aide?
Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com.
Pour en savoir plus, consultez la page de ressources de l’Espace affaires. 

Inscrivez-vous dès aujourd’hui et tirez le maximum de l’Espace affaires de la Canada Vie.



 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie. Si vous ne souhaitez pas recevoir ces mises à jour, il vous suffit de vous désabonner ici.",True,2025-11-28T22:46:48.000+0000,False,False,005OH00000AX0rVYAT,2025-11-28T22:46:48.000+0000,005OH00000AX0rVYAT,2025-11-28T22:46:49.000+0000,005OH00000AX0rVYAT,2025-11-28T22:46:49.000+0000,(613)747-2458X61,,diane@ex-ponent.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grO0nYAE,False,,24141872,0030A00000CStLAQA1,0010A00000D3sjCQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:52:01.000+0000,False,False,005OH000005URvxYAG,2025-11-28T22:52:01.000+0000,005OH000005URvxYAG,2025-11-28T22:52:02.000+0000,005OH000005URvxYAG,2025-11-28T22:52:02.000+0000,(587)936-1448,(587) 936-1448,kcm@ualberta.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grOaHYAU,False,,24141919,0030A0000029hjBQAQ,0010A000002w5YxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T22:54:18.000+0000,False,False,005OH000005URvxYAG,2025-11-28T22:54:18.000+0000,005OH000005URvxYAG,2025-11-28T22:54:19.000+0000,005OH000005URvxYAG,2025-11-28T22:54:19.000+0000,(780)970-3055,,info@tpfs.ca,(780)437-9398,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grS9GYAU,False,,24142326,003G0000018f7MJIAY,0010A000002wPRyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access issue - MFA inquiry,Medium,"Authenticated? Yes, but not sure about their firm, stating last day with the company.
-Full name: Ok
-2AAC: Ok (1)
-Phone number: Ok
-Firm/MGA name: No
-Used LogMeIn? No
-Advisor code(s): F1840

Caller was reporting access issue and asked for a password reset, as they couldn't provide their company's name nor the correct email address, agent refused to make any changes on the account.
Caller stated that they had access by the end of the call, and they needed to set up their MFA by Monday, advised to call back.
----------------------------------------EMAIL--------------------------

Hi Herman,

It was a pleasure speaking on the phone with you earlier regarding your Advisor solutions’ Workspace access.

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Regarding your MFA set up, please make sure to call our team if you need assistance, once you change your mobile device.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T23:41:35.000+0000,False,False,005OH00000AbCcLYAV,2025-11-28T23:17:52.000+0000,005OH00000AbCcLYAV,2025-11-28T23:42:22.000+0000,005OH00000AbCcLYAV,2025-11-28T23:42:22.000+0000,(416)880-8018,(416) 880-8018,herman.chan@crimsonfi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grSPPYA2,False,,24142224,003G0000018f6X5IAI,0010A000002wOUAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing successor holder on policy# 410541395 - INC1922496,Medium,"*** DDS 04DEC2025 ***
s/h visible, advised user
*** DDS 01DEC2025 ***
INC1922496 submitted

****DDS****11/28/25 

User mentioned there should be a successor holder named on this policy but the holder's name is missing in WS
Escalated to Level 2 as user provided a screenshot of the successor holder visible in IC
 
============================================================================================= 
 
****Email Chain****
Hello June,

We have heard back from our Digital Hub team, they have applied a fix and the successor holder for this policy is currently visible in Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello June,

Thank you for contacting Workspace Support regarding policy# 410541395 for Marlene Smith.

I have escalated this issue to our 2nd level team for further investigation. Once there is an update, the team will reach out to you directly.
 

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: June McCharles <june@llpg.ca> 
Sent: November 27, 2025 2:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kirkham, Nancy <nancy@llpg.ca>; Doucette, Madelaine <madelaine@llpg.ca>; McCharles, June <june@llpg.ca>
Subject: [EXT] Successor holder not showing on WS - Marlene Smith - 410541395

Good day, Would you please add the successor holder to this TFSA on Workspace.   The successor holder is showing on Investment Centre.   I have pasted a print screen of Investment Centre for your reference.   The form to appoint a successor holder
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good day,

Would you please add the successor holder to this TFSA on Workspace.  The successor holder is showing on Investment Centre.  I have pasted a print screen of Investment Centre for your reference.  The form to appoint a successor holder was submitted via Workspace on Sep 3, 2025 (REQ-2791759)

 


Thank you.

Error! Filename not specified. 
 

Quick Links:
LLPG website: www.llpg.ca
My Canada Life: https://my.canadalife.com/mcl/sign-in
Manulife: https://portal.manulife.ca/manulifeinvestments
The Canada Life Assurance Company. The use of email is not a secure medium and personal information should be transmitted by more secure means.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this
communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, click the word unsubscribe to email a request to me.",True,2025-12-04T19:27:50.000+0000,False,False,005OH000006wv2TYAQ,2025-11-28T23:11:10.000+0000,005OH0000097FtCYAU,2025-12-04T19:27:50.000+0000,005OH000006wv2TYAQ,2025-12-04T19:27:50.000+0000,(705)707-5574X206,(705) 303-7716,nancy@llpg.ca,(705)707-1018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grVn4YAE,False,,24142373,003OH00000IjYrDYAV,001OH00000MyaFIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Commission statements,Medium,"*11/28*
----------------
h2769
Fran


wondering if i can find statments, investment, they did not receive the differences in commissions when the premium 


*email*
----------------

Good afternoon Fariba, 

Thank you for contacting the Workspace Support Team with your commission inquiry. 

You are missing the commission statements for your wealth products, as well as some additional payouts when the premium increased. We directed you to FASAT but that only seems to contain your insurance code, your next best would be to email tax_mdrt&accounting@canadalife.com with any questions or concerns, about commissions. If you have any other question or concerns, please reply to this email as well. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-28T23:43:07.000+0000,False,False,005OH000008919xYAA,2025-11-28T23:20:43.000+0000,005OH000008919xYAA,2025-11-28T23:43:07.000+0000,005OH000008919xYAA,2025-11-28T23:43:07.000+0000,(438)345-5066,,fariba.a@sunplusfa.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grVv9YAE,False,,24143078,0030A00000CJE4mQAH,0010A00000Ctw63QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-29T00:17:53.000+0000,False,False,005OH000002iJPDYA2,2025-11-29T00:17:53.000+0000,005OH000002iJPDYA2,2025-11-29T00:17:54.000+0000,005OH000002iJPDYA2,2025-11-29T00:17:54.000+0000,(604)428-6377,(604) 763-6313,hs.ye@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grWZXYA2,False,,24142819,0030A0000029hBcQAI,0010A000002w57CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T23:52:50.000+0000,False,False,005OH000002iJPDYA2,2025-11-28T23:52:50.000+0000,005OH000002iJPDYA2,2025-11-28T23:52:50.000+0000,005OH000002iJPDYA2,2025-11-28T23:52:50.000+0000,(778)251-2868,,yeti.lian@gmail.com,(604)233-2222,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grXaNYAU,False,,24142908,0030A00000A7W5AQAV,0010A00000AgOQeQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-29T00:02:37.000+0000,False,False,005OH000002iJPDYA2,2025-11-29T00:02:37.000+0000,005OH000002iJPDYA2,2025-11-29T00:02:38.000+0000,005OH000002iJPDYA2,2025-11-29T00:02:38.000+0000,(778)889-0209,,shirleyzhang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grXnFYAU,False,,24142365,0030A0000029ovOQAQ,0010A000002wBV1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace policy not showing details,Medium,"***DDS Nov.28/2025***
ASA could not answer all of the authentication questions. Gave multiple wrong Advisor phone numbers. Three phone numbers are listed for this Advisor but the support staff was not able to confirm any of them.
REF KB: KB0021888",True,2025-11-28T23:38:27.000+0000,False,False,005OH00000BFQFBYA5,2025-11-28T23:19:55.000+0000,005OH00000BFQFBYA5,2025-11-28T23:42:07.000+0000,005OH00000BFQFBYA5,2025-11-28T23:42:07.000+0000,(604)231-0700,(604) 649-9282,kari.leoganda@leoganda.com,(604)231-7313,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grYD3YAM,False,,24142381,0030A000005eNLKQA2,0010A000006OQwXQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-28T23:21:31.000+0000,False,False,005OH00000865wTYAQ,2025-11-28T23:21:31.000+0000,005OH00000865wTYAQ,2025-11-28T23:21:31.000+0000,005OH00000865wTYAQ,2025-11-28T23:21:31.000+0000,(780)448-2298X12084,,codyharvey@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grbEBYAY,False,,24142712,0030A000006fgcAQAQ,001G000001kmjdFIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected Calls,Medium,Call ended by caller,True,2025-11-28T23:47:13.000+0000,False,False,005OH00000AbCcLYAV,2025-11-28T23:43:58.000+0000,005OH00000AbCcLYAV,2025-11-28T23:47:13.000+0000,005OH00000AbCcLYAV,2025-11-28T23:47:13.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grdCjYAI,False,,24142775,0030A0000029lCmQAI,0010A000002w8O4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"***DDS Nov.28/2025***
User said he was having issues accessing his Workspace account. Authenticated user and then did a logmein session to do some troubleshooting. Guided user to the correct URL for Workspace and had him save it to his bookmarks. User inputted his credentials and was prompted to reset his password. Had user complete the password reset and and log in using the authenticator connected to his browser. User was able to log in/out and back in successfully.

****Email****
Hello Lorne,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding the access issues you were having on Workspace.

We’re happy we were able to assist you in resetting your Workspace password.
As a reminder, whenever you log in to your Workspace account, please use the Authenticator that’s connected to your browser and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, please feel free to reach out and we would love to assist you further.

If you have the time, please fill out this quick Survey to help us improve our ability to serve you.

Have a great weekend!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-29T00:19:16.000+0000,False,False,005OH00000BFQFBYA5,2025-11-28T23:48:57.000+0000,005OH00000BFQFBYA5,2025-11-29T00:21:42.000+0000,005OH00000BFQFBYA5,2025-11-29T00:21:42.000+0000,(403)343-1181,,lorne.radke@portstrat.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grdayYAA,False,,24142971,0030A0000029jEsQAI,0010A000002w6miQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*11/28*
----------------
38514

unable to sign into Workspace.
user having issue with their MFA not sure where to get the code
disconnected old MFA after authentication 
connected to pc with LMI 
user had the browser already set up but we missed it, removed the old token on their app and registered it again and logged in 
walked user through how to use the app 
user able to log in on thier own


*email*
----------------

Good afternoon Amy, 

Thank you for contacting the Workspace Support Team with your multifactor inquiry. 

You were prompted for a verification code but were unsure where to get it from. We were able to reregister your browser authenticator, then we walked you through how to use it to log in, you were able to log in successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-11-29T00:42:57.000+0000,False,False,005OH000008919xYAA,2025-11-29T00:07:39.000+0000,005OH000008919xYAA,2025-11-29T00:42:57.000+0000,005OH000008919xYAA,2025-11-29T00:42:57.000+0000,(604)789-1268,,amylee@shaw.ca,(604)983-9697,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000grh8HYAQ,False,,24143209,003OH00000KAUEGYA5,001OH00000OdN3pYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-11-29T00:34:09.000+0000,False,False,005OH000002iJPDYA2,2025-11-29T00:34:09.000+0000,005OH000002iJPDYA2,2025-11-29T00:34:09.000+0000,005OH000002iJPDYA2,2025-11-29T00:34:09.000+0000,(604)889-7218,,carrie_tam@yahoo.com,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,125.0
500OH00000gvwpMYAQ,False,,24151482,003G0000018f6ewIAA,0010A000002wOcyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product illustrations delegate access,Medium,"***DDS*** 12/01/25
Name: Elizabeth Davidson
Phone: 
Agent code: F2830

Hello Teri, 

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Product Illustrations.

Carl’s producer code F2830 is alligned with his Advisor Solutions channel please confirm if this is correct.

If so Elizabeth does have TPA access to Carl’s producer code F2830 book of business.  Please have Elizabeth call us at her convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kokaritis, Teri <Teri.Kokaritis@canadalife.com> 
Sent: November 27, 2025 4:39 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Elizabeth Davidson <claritywealth@shaw.ca>; Davidson, Carl (Clarity Wealth Management Inc) <claritywealth@hotmail.com>
Subject: FW: [EXT] Product illustrations delegate access - Carl Davidson, Clarity Wealth Management Inc. LL10246-5

Hi,

Would you please assist with Elizabeth’s email below.

Carl’s producer code is F2830

Kindly let me know if this needs to go to a different department or additional details are required.

Thank you! Have a great day!

Take care  
Teri Kokaritis (she/her) 
Regional Sales Associate 
Distribution Excellence
Teri.kokaritis@canadalife.com
     (403) 663-2512 
Helpful links available in Workspace:
Canada Life Illustrations guide
SimpleProtect guide / WebApp quick reference guide
Guide to processing life, CI & DI insurance applications
Insurance forms & processes – Popular or use Process Navigator
Contact information for insurance - Business areas or reach out to Workspace Advisor Support Chat – Canada Life for real-time support for your inforce insurance business
Workspace support: clworkspacesupport@canadalife.com / 1-888-999-4516 
Need CE credits? Check out the Learning Centre on Workspace today.
Self service options for your clients, encourage them to Register for My Canada Life.
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit Privacy policy.
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Elizabeth Davidson <claritywealth@shaw.ca> 
Sent: November 27, 2025 2:13 PM
To: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Cc: Davidson, Carl (Clarity Wealth Management Inc) <claritywealth@hotmail.com>
Subject: [EXT] Product illustrations delegate access - Carl Davidson, Clarity Wealth Management Inc. LL10246-5

Hi Teri, Can you let us know if I have product illustrations access for Carl’s LL client’s? If yes how do I set up and if no, can we start the process to give me access. Many thanks. Elizabeth Davidson Clarity Wealth Management Inc. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Teri,

Can you let us know if I have product illustrations access for Carl’s LL client’s?  If yes how do I set up and if no, can we start the process to give me access.

Many thanks.

Elizabeth Davidson
Clarity Wealth Management Inc.
Investia Financial Services Inc.
850 - 1185 W. Georgia St.
Vancouver, BC  V6E 4E6
P: 604 638-6459  F: 604 925-2097
claritywealth@shaw.ca",True,2025-12-01T14:40:46.000+0000,False,False,005OH00000BGeeHYAT,2025-12-01T14:40:46.000+0000,005OH00000BGeeHYAT,2025-12-01T14:40:46.000+0000,005OH00000BGeeHYAT,2025-12-01T14:40:46.000+0000,(604)638-6204,,claritywealth@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwBnuYAE,False,,24152304,0030A0000029Vy4QAE,0010A000002vvowQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Submit documents feature not available,Medium,"JOHN STANLEY ZIOLKOWSKI
	john@mcowealth.com

Advisor is upset because they can't send us documents through workspace account. Feedback has been sent on their behalf. They are informed to send documents via email. If they need further assistance they can contact advisor centre.

Hello John,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

In our todays’ call, we discussed about the “submit documents” feature which is not available in MGA workspace account yet. Please keep checking for the “what’s new” notification in your account and you will get to know when this feature is available. I have captured your feedback in a ticket and escalated it to the developers for review. For now, please send the documents via email at canindserv@canadalife.com. As you mentioned the email is not going through, please contact advisor support to get assistance on this.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T15:22:30.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T14:54:37.000+0000,005OH00000BFiyTYAT,2025-12-01T15:22:30.000+0000,005OH00000BFiyTYAT,2025-12-01T15:22:30.000+0000,(416)566-5558,(416) 566-5558,jziolkowski@rogers.com,(289)660-8800,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwEm7YAE,False,,24149971,0035o000005y31QAAQ,0015o000006VtsnAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login forgot user ID,Medium,"***DDS*** 12/01/25
Name: Qin Lu
Phone:
Agent code: E1571
Reference: KB0017398

Hello Anna, 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Anna Lu <lvqinxj@gmail.com> 
Sent: December 1, 2025 10:27 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: 24149971 - RE: [EXT] Problem to log into workspace - forgot User ID

Hi, Thanks for replying. my login email and password are correct but the problem is new verification not working Regards Qin(Anna ) On Mon, Dec 1, 2025 at 7: 15 AM CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: Hello Anna,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, 
Thanks for replying.
my login email and password are correct but the problem is new verification not working 
Regards 
Qin(Anna )



***DDS*** 12/01/25
Name: Qin Lu
Phone: 
Agent code: E1571
Reference: KB0017398

Email: Hello Anna, 

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace login forgot user ID.

As per the screenshot provided, Username annalu@crius.ca.mga.aw is not correct.   

I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Anna Lu <lvqinxj@gmail.com> 
Sent: December 1, 2025 2:15 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Problem to log into workspace

Hi there,  I have difficult time to use Authenticator to login to workspace,  After I use the email and password to login, next screen is the attached screenshot, There is no option of ""Choose a Verification Method"" , and nowhere to
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Hi there,
 I have difficult time to use Authenticator to login to workspace, 
After I use the email and password to login, next screen is the attached screenshot,
There is no option of ""Choose a Verification Method"" , and nowhere to put two-word phrases.
 Have no idea of ""Username: annalu@crius.ca.mgana.aw""
Please help me to set up access.
 Thanks
Qin Lu
CA selling code:E1571
MGA Code: SCRIU",True,2025-12-01T14:13:28.000+0000,False,False,005OH00000BGeeHYAT,2025-12-01T14:13:28.000+0000,005OH00000BGeeHYAT,2025-12-01T16:28:31.000+0000,005OH00000BGeeHYAT,2025-12-01T16:28:31.000+0000,(780)863-9188,,annalu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwHwbYAE,False,,24148522,0030A00000BoCkfQAF,0010A00000COj0IQAT,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Updating Workspace login email,Medium,"***DDS*** 12/01/25
Name: Hong fan (Queenie)
Phone: 
Agent code: 
Reference: KB0023058 
Email:  Hello Queenie,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding updating Workspace login email.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Queenie Fan <queenie.fan@radiantlifefinancial.ca> 
Sent: November 27, 2025 4:42 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: queenie.fan@stanleyfinancial.ca
Subject: [EXT] Information update

Hello, Since I am leaving my current firm and join STANLEY FINANCIAL PLANNING & WEALTH MGMT INC. Could you please change my email to queenie. fan@ stanleyfinancial. ca ? Thank you for your help! QUEENIE FAN ASSOCIATE ADVISOR RADIANT LIFE FINANCIAL
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Hello,

Since I am leaving my current firm and join STANLEY FINANCIAL PLANNING & WEALTH MGMT INC. Could you please change my email to queenie.fan@stanleyfinancial.ca ?

Thank you for your help! 

 

QUEENIE FAN
ASSOCIATE ADVISOR 
RADIANT LIFE FINANCIAL
INVESTMENT REPRESENTATIVE
QUADRUS INVESTMENT SERVICES LTD.",True,2025-12-01T13:34:54.000+0000,False,False,005OH00000BGeeHYAT,2025-12-01T13:34:54.000+0000,005OH00000BGeeHYAT,2025-12-01T13:36:06.000+0000,005OH00000BGeeHYAT,2025-12-01T13:36:06.000+0000,(519)432-2000,6476336188,queenie.fan@stanleyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwKnrYAE,False,,24147726,0030A0000029pSSQAY,0010A000002wBuGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Dec 1st, 2025 ***
User cannot access Workspace account. UserID was locked, authenticated, temp password, helped him reset UserID password then his Workspace password and finally signed in properly.
=============
Good morning John,

It was a pleasure speaking with you today to help you access you Workspace account.

During our call I unlocked your UserID, helped you reset your UserID password and then reset your Workspace password. The UserID password will be useful to sign in to Product Illustrations.

I’m glad I was able to assist you today signing in to your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-01T13:25:54.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T13:06:26.000+0000,005OH00000AbJ7aYAF,2025-12-01T13:25:54.000+0000,005OH00000AbJ7aYAF,2025-12-01T13:25:54.000+0000,(866)382-8352,,john.kimpton@bmo.com,(416)359-1457,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwKpWYAU,False,,24148697,003OH00000MtxKZYAZ,001OH00000Rmde2YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA reset new device,Medium,"user needed to reset MFA as she has a new phone.
Authenticated user and disconnect and reconnect mfa.
KB0020738
Email============
Bonjour Tina

Merci d’avoir contacté le support de l’espace concernant votre soucis d’authentificateur, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous déconnectons votre connexion d’authentification et nous reconnectons avec l’application Goodgle sur votre nouveau téléphone.

Vous avez pu accéder à votre compte Workspace.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T13:53:34.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-01T13:40:29.000+0000,005OH00000AZ3ZxYAL,2025-12-01T13:53:35.000+0000,005OH00000AZ3ZxYAL,2025-12-01T13:53:35.000+0000,(416)494-7707,,ontpolicyservice@ppi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwLjwYAE,False,,24151993,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T14:49:21.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T14:49:21.000+0000,005OH000003ds0PYAQ,2025-12-01T14:49:21.000+0000,005OH000003ds0PYAQ,2025-12-01T14:49:21.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwMUeYAM,False,,24151004,003OH00000M99XPYAZ,001OH00000QuvTMYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-password reset,Medium,"user email us regarding need assistance with login reset,
Authentication is required in order to proceed.
using KB0017399 responded.

Email===========
Hello Mahendra,

Thank you for reaching out the Workspace Support team regarding you login reset.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 








From: MAHENDRA ROHAN SINGH <MAHENDRAROHANSINGH@PRIMERICA.COM> 
Sent: November 29, 2025 1:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Reset Login: PRIMERICA REP- URUY9- DISTRIBUTOR CODE- P0056

Attn: Support team I need help with resetting my login. Thank you Yours truly, Mahendra R. Singh, BSc Regional Leader PRIMERICA 7681 Hwy 27, Unit 8 Vaughan, ON, L4L 4M5 Office: 416-495-0200 Cell: 416-301-0215 Fax: 289-657-1727 mahendrarohansingh@ primerica. com
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Attn: Support team

I need help with resetting my login.

Thank you 

Yours truly,

Mahendra R. Singh, BSc
Regional Leader
PRIMERICA 
7681 Hwy 27, Unit 8
Vaughan, ON, L4L 4M5
Office: 416-495-0200
Cell: 416-301-0215
Fax: 289-657-1727
mahendrarohansingh@primerica.com
www.primerica.com/mrsingh
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-01T14:35:00.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-01T14:31:57.000+0000,005OH00000AZ3ZxYAL,2025-12-01T14:35:00.000+0000,005OH00000AZ3ZxYAL,2025-12-01T14:35:00.000+0000,(416)301-0215,,mahendrarohansingh@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwO1mYAE,False,,24148271,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,,True,2025-12-01T13:27:57.000+0000,False,False,005OH000006uYrkYAE,2025-12-01T13:27:25.000+0000,005OH000006uYrkYAE,2025-12-01T13:27:57.000+0000,005OH000006uYrkYAE,2025-12-01T13:27:57.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwPkEYAU,False,,24148912,003G0000020LAuvIAG,0010A000002wT6YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Updating Advisor Solutions Workspace login email.,Medium,"***DDS*** 12/01/25
Name: Michael Arts 
Phone: 
Agent code: W1845
Reference: KB0023058 
Email:  Hello Aleta,

Thank you for contacting the Workspace support group, we would be happy to assist Michael regarding updating Advisor Solutions Workspace login email.
 
To help with this, we need to connect with Michael over the phone.  Please have Michael call us at his convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist him.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Macgregor, Aleta <Aleta.MacGregor@igpwm.ca> 
Sent: November 28, 2025 5:08 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Arts, Michael <Michael.Arts@igpwm.ca>
Subject: Michael Art's Advisor Solutions 

Hello, Michael Arts has updated his MGA (H5351) email to michael. arts@ igpwm. ca and now I wonder if there was an additional stage to have the advisor solutions (W1845,127240)-advisor solutions email updated. Can you please advise if this has
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ZjQcmQRYFpfptBannerEnd
Hello,

Michael Arts has updated his MGA (H5351) email to michael.arts@igpwm.ca and now I wonder if there was an additional stage to have the advisor solutions (W1845,127240)-advisor solutions email updated.

Can you please advise if this has been completed?  

Michael is trying to do the acknowledgement of the advisor code of Conduct, and is unable to log in.  I have cc’d Mike on this email if you require anything from him.

Thanks!

Aleta MacGregor
Executive Assistant 
 
200 Villagewalk, Suite 402, London, ON, N6G 0W8
Tel: (519) 432-6768 Ext. 8",True,2025-12-01T13:47:14.000+0000,False,False,005OH00000BGeeHYAT,2025-12-01T13:47:14.000+0000,005OH00000BGeeHYAT,2025-12-01T13:49:31.000+0000,005OH00000BGeeHYAT,2025-12-01T13:49:31.000+0000,(519) 432-6768 ext 2,(519) 878-7777,michael.arts@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwT9aYAE,False,,24149947,003OH00000Xfy5OYAR,001OH00000fyWLjYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"***DDS 2025-12-01***
User was receiving ERR-W1281.
DDS guided user to select MGA association and assisted user with Authenticator setup.
 
================================================================================
****Email Chain**
Hello Lulin,

It was a pleasure speaking to you earlier regarding your Workspace login and Authenticator setup. We’re happy we were able to assist you with logging in to Workspace and with setting up your Authenticator.

As a reminder, when logging in to Workspace, ensure you are selecting the option Managing General Agency under the How are you associated to Canada Life? dropdown.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T14:19:39.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T14:12:57.000+0000,005OH00000AX0rVYAT,2025-12-01T14:19:40.000+0000,005OH00000AX0rVYAT,2025-12-01T14:19:40.000+0000,(782)775-2248,,lulinsun@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwUOyYAM,False,,24149358,003G0000018f7gdIAA,0010A000002wPnCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA,Medium,"KB0020738  
neil@paramountfinancial.ca
NEIL HIMAL

Advisor needed help for disconnect and setting up new authenticator but they couldn't confirm their advisor code. Advised them to reach out contracts and compensation department.

Hello Neil,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed help for setting up authenticator. To start process, we must ask you verification questions. You could not confirm your advisor codes. Please reach out to contracts&compensation@canadalife.com  to get assistance. Once you have the advisor codes, we will be happy to assist you further.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T14:10:42.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T13:59:53.000+0000,005OH00000BFiyTYAT,2025-12-01T14:10:42.000+0000,005OH00000BFiyTYAT,2025-12-01T14:10:42.000+0000,(514)905-0880,(514) 781-5758,neil@paramountfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwV8BYAU,False,,24155181,0030A0000029bRKQAY,0010A000002w0NkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T15:39:49.000+0000,False,False,005OH000004oiYEYAY,2025-12-01T15:39:49.000+0000,005OH000004oiYEYAY,2025-12-01T15:39:49.000+0000,005OH000004oiYEYAY,2025-12-01T15:39:49.000+0000,(519)253-8968,,jeff@wickhaminvestments.com,(905)528-3567,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwVPuYAM,False,,24151423,0030A000004wyLXQAY,0010A000005iSkjQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T14:39:34.000+0000,False,False,005OH00000245RQYAY,2025-12-01T14:39:34.000+0000,005OH00000245RQYAY,2025-12-01T14:39:35.000+0000,005OH00000245RQYAY,2025-12-01T14:39:35.000+0000,(450)928-0239,(450) 928-0239,yann.bochud@sryb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwW7PYAU,False,,24147709,0030A0000029aVeQAI,0010A000002vzdWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlock WS account - Failed,Medium,"•	Reason for call: Locked out of WS account, needs to unlock and change psswrd
Authentication: Yes/No, which rotation: Failed Authentication, November series
•	Troubleshooting steps completed: None
•	Email correspondence: n/a
•	Source of triage (e.g., “As per KBA001234”): KB0021888

User failed authentication.",True,2025-12-01T13:13:55.000+0000,False,False,005OH00000BFQFGYA5,2025-12-01T13:05:59.000+0000,005OH00000BFQFGYA5,2025-12-01T13:13:56.000+0000,005OH00000BFQFGYA5,2025-12-01T13:13:56.000+0000,(416)494-1268X401,,rhui@pacins.ca,(905)695-0884,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwZA6YAM,False,,24149340,003G000001IkUzfIAF,0010A000002wSCbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Email address update,Medium,reached user voice mail.,True,2025-12-01T14:20:34.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-01T13:59:19.000+0000,005OH00000AZ3ZxYAL,2025-12-01T14:20:34.000+0000,005OH00000AZ3ZxYAL,2025-12-01T14:20:34.000+0000,(778)866-7475,,ian@dldfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwbVFYAY,False,,24147959,0030A0000029mKMQAY,0010A000002w9K9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,disconnecting and resetting MFA,Medium,"***DDS*** 12/01/25
Name: Lena Siu 
Phone: 
Agent code: C8149
Reference: KB0020738

Advisor name: MAILI WONG

Email: Hello Lena, 

Thank you for contacting the Workspace support group, we would be happy to assist you regarding disconnecting and resetting MFA.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lena Siu <lena.siu@wellington-altus.ca> 
Sent: November 27, 2025 3:59 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Regional Sale Associate for Insurance 

Hi CL workspace support, I have a new phone and need to add workspace. What are the procedures? Thanks, Lena Siu Investment Associate The Wong Group Wellington-Altus Private Wealth Inc. Office: 778. 655. 2408 Toll-Free: 833. 500. 1777 Fax: 778. 655. 2417
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi CL workspace support,

I have a new phone and need to add workspace.  What are the procedures?

Thanks,

Lena Siu
Investment Associate

The Wong Group
Wellington-Altus Private Wealth Inc.
 	Office: 778.655.2408

 	Toll-Free: 833.500.1777

 	Fax: 778.655.2417

 	Email: lena.siu@wellington-altus.ca

 	Web: advisor.wellington-altus.ca/thewonggroup/

 	Address: 1450 Creekside Dr. Suite 100, Vancouver BC  V6J 5B3

 	    	 	 


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Thursday, August 3, 2023 9:11 AM
To: Lena Siu <lena.siu@wellington-altus.ca>
Subject: Regional Sale Associate for Insurance 

Hi Lena, 

I’m happy we were able to resolve the issue by resetting your email address and workspace password.

I’ve provided your aligned Regional Service Associate for Insurance, Stephanie Cassar Stephanie.Cassar@canadalife.com who can best assist with your inquiry.

Thank you, 
 
You can also click here to register for a Welcome to Workspace Training Session. 
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.  
Brittnea 
Distribution Digital Support Specialist
Distribution Digital Support 
Digital Enablement 
P: 1-800-475-7001 
E: CLWorkspaceSupport@canadalife.com",True,2025-12-01T13:15:52.000+0000,False,False,005OH00000BGeeHYAT,2025-12-01T13:15:52.000+0000,005OH00000BGeeHYAT,2025-12-01T13:19:21.000+0000,005OH00000BGeeHYAT,2025-12-01T13:19:21.000+0000,(778)655-2411,(778) 655-2408,maili.wong@wprivate.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwbjlYAA,False,,24147975,003G0000018f6pBIAQ,0010A000002wOquQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustration password reset,Medium,"LINDA ANDERSON
linda@rwsl.ca

ASA needed help for product illustration password reset. completed the authentication and help them to reset password.
 
Hello Linda, 

Thank you for calling Workspace support. I am so happy to assist with your inquiry today.

In our today’s call, you want to update your phone number for Advice Canada account.  Please reach out to financial horizon at access@financialhorizons.com for assistance. Also, you needed assistance for product illustrations password reset. We completed the authentication process and then I shared temporary password with you. You were able to create your new password for product illustration and login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T13:45:05.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T13:16:32.000+0000,005OH00000BFiyTYAT,2025-12-01T13:45:05.000+0000,005OH00000BFiyTYAT,2025-12-13T02:01:22.000+0000,(613)205-8020,(613) 812-2241,barry@rwsl.ca,(613)205-8007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwcHiYAI,False,,24149994,0030A000008eUDZQA2,0010A000009Z2bVQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA disconnect/setup,Medium,"HAIXIA CHEN
user called about having issues with their MFA setup. They do not know which authenticator they used.
KB0020738 - Was unable to authenticate user and assist.

No email sent",True,2025-12-01T14:28:44.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T14:13:52.000+0000,005OH00000BGf2TYAT,2025-12-01T14:28:44.000+0000,005OH00000BGf2TYAT,2025-12-01T14:28:44.000+0000,(905)307-8999,(647) 891-4881,chxwkk@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwd7IYAQ,False,,24150689,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T14:25:46.000+0000,False,False,005OH00000245RQYAY,2025-12-01T14:25:46.000+0000,005OH00000245RQYAY,2025-12-01T14:25:46.000+0000,005OH00000245RQYAY,2025-12-01T14:25:46.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwdK9YAI,False,,24148166,0030A000004EaYoQAK,0010A000004zqiBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy Visibility,Medium,"***DDS 2025-12-01***
User was unable to view policies 60246322C and 60246321P within their Workspace.
DDS noticed that policies are aligned to user's MGA codes and user's MGA Workspace is not registered.
DDS advised user to register and to contact Distribution Methodology if user needs activation code.
 
================================================================================
****Email Chain**
Hello Brent,

Thank you for contacting the Workspace Support team regarding your policy access issue.

We’ve investigated this issue, and it seems like, as the email below states, these policies are aligned to your MGA advisor code. This means that they won’t be available in your current Advisor Solutions access to Workspace and you would need to register for a new MGA Workspace access.

To register for MGA Workspace, you require an activation code that should have been sent from Distribution_Methodology@canadalife.com. If you have not yet received this code or are unable to find it, please contact Distribution Methodology at Distribution_Methodology@canadalife.com and they would be able to provide you with your registration letter and activation code.

Once you have this information, feel free to reply to this email or give us a call at 1-800-475-7001 and we would love to assist you with your MGA Workspace registration.

If you need to service these policies immediately please contact the Client Service Centre at 1-888-252-1847 and they would be able to provide you with client and policy information.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: November 28, 2025 9:01 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Tanaka, Brent <brent@murdochfinancial.com>
Subject: FW: Change of Advisor - Aliez Kay

Hi Team,

Can you please assist Brent with accessing policy number 60246322C and 60246321P? They were both coded to his MGA access under C4041.

Thanks, 

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544 

Upcoming Absences: 

  
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Brent Tanaka 
Sent: November-28-25 00:26
To: Hazeu, Sarah 
Subject: [EXT] RE: Change of Advisor - Aliez Kay

Hi Sarah, I am still unable to view Aliez Kay on Workspace, I also checked FH advisor site as well just to check and there is nothing there as well. Can you let me know when I will have access to this client on Workspace as it has been past
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hi Sarah,

I am still unable to view Aliez Kay on Workspace, I also checked FH advisor site as well just to check and there is nothing there as well.

Can you let me know when I will have access to this client on Workspace as it has been past two business days.



Thank you.

Brent Tanaka, BBA
Senior Financial Advisor
Murdoch Financial Group Inc.
Suite 585 – 555 West 12th Ave.
Vancouver, BC V5Z 3X7
C. 604-785-5064

From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: November 24, 2025 12:37 PM
To: Brent Tanaka <brent@murdochfinancial.com>
Subject: FW: Change of Advisor - Aliez Kay

Hello Brent,

Thank you for submitting your Agent of Record (AOR) change.

I have completed your request to your MGA code C4041.

You will be able to view the change within two business days.

Thanks,

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544 

Upcoming Absences: 

  
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com> 
Sent: October-31-25 08:23
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: Change of Advisor - Aliez Kay


________________________________________
From: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Sent: Friday, October 31, 2025 1:23:03 PM (UTC+00:00) Monrovia, Reykjavik
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: FW: Change of Advisor - Aliez Kay




Deana Regan (she/her)
Assistant Manager | Contracts & Compensation 
Deana.Regan@canadalife.com
 (226) 316-1794
T-4B4E

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Brent Tanaka <brent@murdochfinancial.com> 
Sent: Thursday, October 30, 2025 7:47 PM
To: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Subject: [EXT] Change of Advisor - Aliez Kay

Hello, Please find the attached file for a change of servicing and commissioned advisor for Aliez Kay. If there is anything else required, please let me know as I will be the new advisor for this client. Thank you. Brent Tanaka, BBA Senior Financial

Hello,

Please find the attached file for a change of servicing and commissioned advisor for Aliez Kay.


If there is anything else required, please let me know as I will be the new advisor for this client.


Thank you.

Brent Tanaka, BBA
Senior Financial Advisor
Murdoch Financial Group Inc.
Suite 585 – 555 West 12th Ave.
Vancouver, BC V5Z 3X7
C. 604-785-5064
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-01T13:23:35.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T13:23:35.000+0000,005OH00000AX0rVYAT,2025-12-01T13:23:47.000+0000,005OH00000AX0rVYAT,2025-12-01T13:23:47.000+0000,(604)785-5064,,brent@murdochfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwdLqYAI,False,,24151895,0030A0000029eZgQAI,0010A000002w2tFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T14:47:37.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T14:47:37.000+0000,005OH000003ds0PYAQ,2025-12-01T14:47:38.000+0000,005OH000003ds0PYAQ,2025-12-01T14:47:38.000+0000,(705)256-6997,,rosemarie.edgar@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gweoBYAQ,False,,24153206,0030A0000029ZqGQAU,0010A000002vz4KQAQ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Signing Procedure of NBA,Medium,"***2025/12/01***
 
 
==================================================================================
 
User's Name: Gregory Dowdall
Email: greg.dowdall@ipcsecurities.com
Code: B4242
KBA: KB0021631  

Member called in about the procedure of New Business App signing, but lost connection. Called him back twice and left voicemails. Was able to find a resource for him.  
==================================================================================
 
***Email Chain***
Hi Greg, 

Thank you could contact Canada Life Workspace Support regarding your New Business App inquiry. Sorry we got disconnected on our call this morning. When I came back on the line there was nothing there. Unfortunately, we are not sure of this inquiry at this time as we are more of a technical issue department, not a business product expert. But here is a resource I found that could be useful. If that is not something you can use, please contact your RSA as they might have the answers to your inquiry.

https://www.acp.canadalife.com/more/technology/new-business-webapp.html

Thanks for calling in Greg and have a great day!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",False,,False,False,005OH00000BFPZIYA5,2025-12-01T15:09:12.000+0000,005OH00000BFPZIYA5,2025-12-01T20:02:42.000+0000,005OH00000BFPZIYA5,2025-12-01T20:02:42.000+0000,(705)324-2941,,gdowdall@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwftrYAA,False,,24148947,003G0000018f7gdIAA,0010A000002wPnCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*** DDS Dec 1st, 2025 ***
User could not find advisor code linked to Workspace account so referred to Contracts & Compensation to confirm it before calling us back to reset MFA together.
============
Good morning Neil,

It was a pleasure speaking with you today to reset your Authenticator.

During the authentication portion of our call, you could not confirm your advisor code on file. You can contact contracts&compensation@canadalife.com to get it and contact us back to finish resetting the authenticator.

If you have any questions, don’t hesitate to reach out and we will gladly help.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-01T13:59:20.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T13:48:36.000+0000,005OH00000AbJ7aYAF,2025-12-01T13:59:20.000+0000,005OH00000AbJ7aYAF,2025-12-01T13:59:20.000+0000,(514)905-0880,(514) 781-5758,neil@paramountfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwg6kYAA,False,,24151940,0030A0000029axQQAQ,0010A000002w00XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T14:48:22.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T14:48:22.000+0000,005OH000003ds0PYAQ,2025-12-01T14:48:23.000+0000,005OH000003ds0PYAQ,2025-12-01T14:48:23.000+0000,(705)924-2632,,ruthf@alleninsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwggDYAQ,False,,24148722,003G0000018f6pwIAA,0010A000002wOrfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-12-01***
User got a new phone and need to disconnected and reconnect Authenticator.
DDS assisted user with SF Authenticator disconnect and reconnect.
 
================================================================================
****Email Chain**
Hello Rick,

It was a pleasure speaking to you earlier regarding your Salesforce Authenticator issues. We’re happy we were able to assist you in disconnecting and reconnect your Authenticator app after authenticating you.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T13:52:01.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T13:41:10.000+0000,005OH00000AX0rVYAT,2025-12-01T13:53:11.000+0000,005OH00000AX0rVYAT,2025-12-01T13:53:11.000+0000,(905)456-2471,(905) 796-2814,rick@rickdepriest1.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwhlyYAA,False,,24149164,003G000001XrsOoIAJ,0010A000002wSlsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"******DDS****** 12/02/2025
Asa calling as they were looking to register for workspace, but failed authentication. Referred to contracts and compensation to verify Advisor code. Followed KB0018471 for authentication



*****email chain*****
Hello Debbie,

   It was a pleasure assisting you today.

   As discussed, I will need 2 active advisor codes for authentication. You will have to reach out to contracts&compensation@canadalife.com to verify the second code. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
 I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T14:17:53.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T13:54:36.000+0000,005OH00000BFQFHYA5,2025-12-01T14:17:54.000+0000,005OH00000BFQFHYA5,2025-12-01T14:17:54.000+0000,(902)435-1569,(902) 809-4419,joe@rrwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwi6xYAA,False,,24150318,0030A0000029gOVQAY,0010A000002w4RjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace signin,Medium,"*** DDS Dec 1st, 2025 ***
User wants to access Workspace but account locked. Authenticated with rotation #1.Unlocked it and helped user reset password. Sign in successful
==========
Good morning Antonio,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call I unlocked your account and helped you reset your password to sign in to your Workspace account.

I’m glad I was able to assist you today resetting your password. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-01T14:30:20.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T14:19:15.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:03:30.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:03:30.000+0000,(905)822-1251,,sun12@sympatico.ca,(905)822-8140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwi6zYAA,False,,24156471,003G0000018f6wKIAQ,0010A000002wOyCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T15:58:32.000+0000,False,False,005OH00000245RQYAY,2025-12-01T15:58:32.000+0000,005OH00000245RQYAY,2025-12-01T15:58:33.000+0000,005OH00000245RQYAY,2025-12-01T15:58:33.000+0000,(450)970-3026,(514) 424-8111,celine.paret@monarqueconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwjfoYAA,False,,24154642,0030A00000CghpYQAR,0010A00000DICdIQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"******DDS****** 12/01/2025
User calling to get assistance with workspace registration, Used KB0018471. User forgot repnet password, so did a reset password and guided user through registration for workspace. 


********email chain******

Hello Nicole,

     It was a pleasure assisting you with your workspace registration today.

     We were able to reset your repnet password and that enabled you to register for workspace. Your inquiry about updating banking info would have to go to your RSA, Janet. You can reach Janet at janet.debruijn@canadalife.com or (403)-663-2507. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T15:53:44.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T15:31:52.000+0000,005OH00000BFQFHYA5,2025-12-01T16:04:32.000+0000,005OH00000BFQFHYA5,2025-12-01T16:04:32.000+0000,(306)757-4646,,nicolep@wolfondfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwlb9YAA,False,,24151196,003G0000018f6XXIAY,0010A000002wOUcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T14:35:13.000+0000,False,False,005OH00000245RQYAY,2025-12-01T14:35:13.000+0000,005OH00000245RQYAY,2025-12-01T14:35:13.000+0000,005OH00000245RQYAY,2025-12-01T14:35:13.000+0000,(450)492-5688,(514) 582-0960,antonio@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwlcgYAA,False,,24150810,003G000001ZNY8CIAX,0010A000002wSoOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset RepNet Password -,Medium,"•	Reason for call: Locked out of desktop product illustrator, was told to reset his repnet ID
Authentication: Yes/No, which rotation: No authentication performed
•	Troubleshooting steps completed: Nothing, user completed it himself while on the line, no help was provided
•	Email correspondence: N/a
•	Source of triage (e.g., “As per KBA001234”): Not applicable, user completed it entirely himself",True,2025-12-01T14:41:57.000+0000,False,False,005OH00000BFQFGYA5,2025-12-01T14:28:18.000+0000,005OH00000BFQFGYA5,2025-12-01T14:41:57.000+0000,005OH00000BFQFGYA5,2025-12-13T02:01:22.000+0000,(289)724-8826,,mattchopiany@pathviewfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwpDOYAY,False,,24155168,003G0000018f6iBIAQ,0010A000002wOiQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login Error ERR-W1918 - INC1922766,Medium,"****DDS****Samantha****December 2, 2025
User has confirmed that they can now access WS through AC

========================================================================================

RODNEY GLEN WHITE
F1272
INC1922766
Advisor is getting error code ERR-W1918 login issue. Reset their ISAM password and advise them to create new password. Their account was unlocked but error message is still same. tried to change workspace account. They were able to login once but after that getting same error message. Issue has been escalated to 2nd level support. INC1922766

========================================================================================
****Email Chain****


Hello Rod,

Thank you for confirming this issue has been resolved.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Rod White <rod.white@rgwfinancial.com> 
Sent: December 2, 2025 10:34 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: ERR-W1918 Login issue case-24155168 INC1922766

Hi Samantha, It is working now. Thanks, Rod PLEASE NOTE COMPANY EMAIL POSTED BELOW Rod White B. A, CFP, C. L. U, FMA - Certified Financial Planner RGW Financial Services Quadrus Investment Services Ltd. 720B MacKay Street, Pembroke, ON K8A 8J8
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Samantha,

It is working now. 

Thanks,

Rod

PLEASE NOTE COMPANY EMAIL POSTED BELOW
Rod White  B.A, CFP, C.L.U, FMA - Certified Financial Planner
RGW Financial Services
Quadrus Investment Services Ltd. 
720B MacKay Street, Pembroke, ON K8A 8J8
 T: 613-629-1234  C: 613-401-7633 / F: 613-629-1236  /  |  E: rod.white@rgwfinancial.com
Office Hours: Monday – Thursday 8:30am – 4:30pm, Friday 8:30am – 2:00pm
For urgent matters, please call Canada Life Customer Service at 1-888-252-1847

________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Tuesday, December 2, 2025 10:12:24 AM
To: Rod White <rod.white@rgwfinancial.com>
Subject: RE: ERR-W1918 Login issue case-24155168 INC1922766 
 
Hello Rodney,
 
Thank you for your patience while our digital partners investigated the issue with you not being able to access Workspace through Advice Canada.
 
Can you please confirm if you are now able to access Workspace through Advice Canada.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 10:26 AM
To: White, Rod <rod.white@rgwfinancial.com>
Subject: ERR-W1918 Login issue case-24155168 INC1922766
 
Hello Rodney,
 
Thank you for calling workspace support team. I am so happy to assist with your inquiry today.
 
To recap, you were getting error code ERR-W1918 when accessing your account from Advice Canada. After authentication, I provided you the temporary password for your User Id and you were able to create your new password. This helps us to activate your User Id but you are still getting the same error message. We have escalated the issue to second level support team. Once I heard back from them, I will provide you an update. 
 
I really appreciate your patience while we are working on this. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:11:08.000+0000,False,False,005OH000002iN7pYAE,2025-12-01T15:39:39.000+0000,005OH00000BFiyTYAT,2025-12-02T21:23:48.000+0000,005OH000002iN7pYAE,2025-12-02T21:23:48.000+0000,(613)629-1234,(613) 401-7633,rod.white@rgwfinancial.com,(613)629-1236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwpOaYAI,False,,24154298,003G0000018f7JDIAY,0010A000002wPOTQA2,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Q347 Paperless Status Report,Medium,"**WRS Email Thread** Dec 1 2025

Bonjour Georges,

Notre équipe a reçu votre demande pour avoir une liste de clients qui montre leur état électronique. Un courriel avec le mot de passe sera envoyé après ce courriel.

Je vous remercie pour votre temps pour ce cas! 

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊  Wealth support (swoogo.com) 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Salut!

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le document Excel envoyé: 

FV5Z6975
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: WealthReportingSupport@canadalife.com
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T15:27:07.000+0000,False,False,005OH000002iN7rYAE,2025-12-01T15:27:07.000+0000,005OH000002iN7rYAE,2025-12-01T15:27:07.000+0000,005OH000002iN7rYAE,2025-12-01T15:27:07.000+0000,(514)961-3772,(514) 961-3772,georges.gaetan@evolution360.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwqHSYAY,False,,24152026,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T14:50:07.000+0000,False,False,005OH000007fgYjYAI,2025-12-01T14:50:07.000+0000,005OH000007fgYjYAI,2025-12-01T14:50:07.000+0000,005OH000007fgYjYAI,2025-12-01T14:50:07.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwqPUYAY,False,,24153058,003G0000021VKBvIAO,0010A000002wT83QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Adding a co-client on Conquest - INC1923470,Medium,"***DDS*** 12/01/25
Name:  Adam Calibaba

Attached email thread and sent to DDS Leaders inbox.

============================================================================

****Email Chain****

Hello Dirk,

Thank you for confirming that you were able to add a co-client.

While you do have delegation access to Adam’s Direct Book of Business, neither you or Adam has delegation access to Amritpaul’s Direct Book of Business in Workspace. Delegation access is needed to act on behalf of the advisor.

If you need additional support with adding a co-client in Conquest, please call us at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Dirk Leavesley <dirk@thefinancialplanners.ca> 
Sent: December 2, 2025 3:23 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: INC1923470 - RE: Case 24153058 - [EXT] Re: Conquest Amrit and Adam at ATA - Adding a co-client on Conquest.

Actually I was able to early yesterday without changing a thing. . . . . Adam delegated my access sometime ago. Amrit has as well. . . . we missed the boat here in this process taking so long. It doesnt much matter anymore as its resolved itself it seems. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Actually I was able to early yesterday without changing a thing.....Adam delegated my access sometime ago. Amrit has as well....we missed the boat here in this process taking so long. It doesnt much matter anymore as its resolved itself it seems.

Anyways. Problem solved. Thx


 
Dirk Leavesley, CFP® PFP RRC (he/him)
Financial Planning Consultant      
Regional Vice-President, MB/SASK
(M) 204-955-0547| dirk@thefinancialplanners.ca 

 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
 
 

________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Tuesday, December 2, 2025 2:56 PM
To: Dirk Leavesley <dirk@thefinancialplanners.ca>
Subject: RE: INC1923470 - RE: Case 24153058 - [EXT] Re: Conquest Amrit and Adam at ATA - Adding a co-client on Conquest. 
 
Hello Dirk,
 
Thank you for your patience while our digital partners investigate the issue you have adding a co-client.
 
The reason you and Adam are unable to add a co-client for Amritpaul’s clients is because neither of you have delegation access to his Book of Business in Workspace. 
 
Delegation is manually done through Workspace. Please have Amritpaul log into Workspace to give you delegation access through Workspace.
 
If there is anything else we can assist you with, please do not hesitate to reach out. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 2:53 PM
To: Leavesley, Dirk <dirk@thefinancialplanners.ca>
Subject: INC1923470 - RE: Case 24153058 - [EXT] Re: Conquest Amrit and Adam at ATA - Adding a co-client on Conquest.
 
Hello Dirk,
 
It was brough to our attention that you are having an issue adding a co-client to your client’s plan. 
 
I have gone ahead and escalated this conquest issue to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Workspace Support 
Sent: December 1, 2025 12:13 PM
To: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com>
Subject: 24153058 - [EXT] Re: Conquest Amrit and Adam at ATA - Adding a co-client on Conquest.
 
Hello DDS Leaders, 
 
Can you have a look at this long email trail from the ASA and Conquest Support, they are unable to add a Joint Client to a Plan on Conquest for Advisor Amrit Mavi (AMRITPAUL MAVI)
 
Dirk has confirmed that all steps were completed in the below instructions from Guillaume. (Unarchived and unlinked)
 
 
Regards, 
 
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Dirk Leavesley <dirk@thefinancialplanners.ca> 
Sent: December 1, 2025 11:09 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: advisorsupport <advisorsupport@conquestplanning.com>
Subject: Re: 24153058 - [EXT] Re: Conquest Amrit and Adam at ATA
 
Confirmed. Thanks Dirk Leavesley, CFP® PFP RRC (he/him) Financial Planning Consultant Regional Vice-President, MB/SASK (M) 204-955-0547| dirk@ thefinancialplanners. ca We care about our clients’ privacy. By replying to this request, any personal
Confirmed. Thanks
 
 
 
Dirk Leavesley, CFP® PFP RRC (he/him)
Financial Planning Consultant      
Regional Vice-President, MB/SASK
(M) 204-955-0547| dirk@thefinancialplanners.ca 

 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Monday, December 1, 2025 9:52 AM
To: Dirk Leavesley <dirk@thefinancialplanners.ca>
Cc: advisorsupport <advisorsupport@conquestplanning.com>
Subject: 24153058 - [EXT] Re: Conquest Amrit and Adam at ATA 
 
Hello Dirk
 
Thank you for contacting the Workspace support group, we would be happy to investigate Adding a co-client on Conquest.
 
Please confirm that all steps were completed in the below instructions from Guillaume. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
 
 
Regards, 
 
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Dirk Leavesley <dirk@thefinancialplanners.ca> 
Sent: November 29, 2025 6:17 AM
To: advisorsupport <advisorsupport@conquestplanning.com>
Cc: Johnson, Jacqualine <jackie@atafinancial.ca>; Workspace Support <WorkspaceSupport@canadalife.com>; Song Heng-Nuestro, Kristine <kristine.songhengnuestro@advicecanada.com>; Dumitrescu, Vladimir <Vladimir.Dumitrescu@advicecanada.com>; Calibaba, Adam <adam@atafinancial.ca>; Mavi, Amritpaul <amrit@atafinancial.ca>
Subject: 24153058 - [EXT] Re: Conquest Amrit and Adam at ATA
 
Unarchived and unlinked and still nothing. . . tried a fresh plan again and adding a new client - still not working. Thanks. Dirk Leavesley, CFP® PFP RRC (he/him) Financial Planning Consultant Regional Vice-President, MB/SASK (M) 204-955-0547|
Unarchived and unlinked and still nothing...tried a fresh plan again and adding a new client - still not working.
 
Thanks.
 
 
 
Dirk Leavesley, CFP® PFP RRC (he/him)
Financial Planning Consultant      
Regional Vice-President, MB/SASK
(M) 204-955-0547| dirk@thefinancialplanners.ca 

 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
 
 
________________________________________
From: advisorsupport@conquestplanning.com <advisorsupport@conquestplanning.com>
Sent: Friday, November 28, 2025 3:34 PM
To: Dirk Leavesley <dirk@thefinancialplanners.ca>
Cc: jackie@atafinancial.ca <jackie@atafinancial.ca>; workspacesupport@canadalife.com <workspacesupport@canadalife.com>; kristine.songhengnuestro@advicecanada.com <kristine.songhengnuestro@advicecanada.com>; vladimir.dumitrescu@advicecanada.com <vladimir.dumitrescu@advicecanada.com>; adam@atafinancial.ca <adam@atafinancial.ca>; amrit@atafinancial.ca <amrit@atafinancial.ca>
Subject: RE: Conquest Amrit and Adam at ATA 
 
Hey Dirk, 

We understand that you’re trying to add a co-client who was previously added to another plan that has since been archived. If that’s correct, please try the steps below and let me know what results you get

Go to your archived clients list in Conquest.
 
•	Deactivate Privacy View to see all archived plans.
•	Locate the plan where the client/co-client is archived and click on the three dots (…).
•	Unarchive the plan.
 
•	Go back to the client list and open the plan that you just unarchived 
 
•	Open the plan, then go to Current data - Client ---- Family
 
•	In the Family section, click on the pencil icon next to the co-client.
 
You must see a '' Unlink button'' 
•	Click the Unlink button to unlink the co-client from the previously archived plan
 
Once done, you can re-archive the plan. Now try again to add the co-client to your new plan.
Does this works? 

Guillaume Tigori 
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 7:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube


--------------- Original Message ---------------
From: Dirk Leavesley [dirk@thefinancialplanners.ca]
Sent: 2025-11-28, 3:53 p.m.
To: advisorsupport@conquestplanning.com; vladimir.dumitrescu@advicecanada.com
Cc: jackie@atafinancial.ca; workspacesupport@canadalife.com; adam@atafinancial.ca; kristine.songhengnuestro@advicecanada.com; amrit@atafinancial.ca
Subject: RE: Conquest Amrit and Adam at ATA
Were going in circles here – please just assume we’ve done all of these basic routines of trying to add a client, and the fact we can’t add a client still exists.
 
We can’t add them once a client plan is launched and wanting to add a new CLIENT from the crm.
 
It’s taken an entire day and were no further ahead here…I know it’s a Canada Life issue as I have access to 2 other versions of Conquest, and none of them have this issue of pulling a co client in from other data bases/crm

 
 
 
Dirk Leavesley, CFP® PFP RRC (he/him)
Financial Planning Consultant      
Regional Vice-President, MB/SASK
(M) 204-955-0547| dirk@thefinancialplanners.ca 

 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
 
 
From: advisorsupport@conquestplanning.com <advisorsupport@conquestplanning.com>
Sent: Friday, November 28, 2025 2:50 PM
To: vladimir.dumitrescu@advicecanada.com
Cc: jackie@atafinancial.ca; Dirk Leavesley <dirk@thefinancialplanners.ca>; workspacesupport@canadalife.com; kristine.songhengnuestro@advicecanada.com; adam@atafinancial.ca; amrit@atafinancial.ca
Subject: Re: Conquest Amrit and Adam at ATA
 
Hey Team, 
I forwarded all the information to your Workspace support Team and I truly hope you’ve been assisted.
As a reminder, to add a co-client, that person must already exist as a client in your CRM. If the person is still only listed as a lead, you won’t be able to add them as a co-client. You must first add them as a lead, convert them into a client in your CRM, and then you will be able to link them as a co-client in the Conquest plan. I attached a step to follow document to convert a lead into a client. 
If you still haven’t received support, please try this step and contact your Canada Life support team so they can assist you: 
Hrvoje Herceg (hrvoje.herceg@canadalife.com)
Oscar Reyes (oscar.reyes@canadalife.com)
workspacesupport@canadalife.com

Best regards,

Guillaume Tigori 
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 7:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube


--------------- Original Message ---------------
From: Dumitrescu, Vladimir [vladimir.dumitrescu@advicecanada.com]
Sent: 2025-11-28, 1:16 p.m.
To: advisorsupport@conquestplanning.com; workspacesupport@canadalife.com
Cc: jackie@atafinancial.ca; dirk@thefinancialplanners.ca; workspacesupport@canadalife.com; adam@atafinancial.ca; kristine.songhengnuestro@advicecanada.com; amrit@atafinancial.ca
Subject: Re: Conquest Amrit and Adam at ATA

 
Hello workspace and Conquest.
 
We are having similar issues adding clients and he also needs this for 2 clients meetings.
 
Can we please have this issue looked at for them ASAP.
 
Thanks in advance.
 
 
________________________________________
From: Dirk Leavesley <dirk@thefinancialplanners.ca>
Sent: Friday, November 28, 2025 10:50:24 AM
To: advisorsupport <advisorsupport@conquestplanning.com>
Cc: Johnson, Jacqualine <jackie@atafinancial.ca>; Workspace Support <WorkspaceSupport@canadalife.com>; Calibaba, Adam <adam@atafinancial.ca>; Mavi, Amritpaul <amrit@atafinancial.ca>; Dumitrescu, Vladimir <Vladimir.Dumitrescu@advicecanada.com>
Subject: [EXT] Re: Conquest
 
Hey there - theyre included in this thread already - so does this mean we need to send a separate isolated email or they'll reply to this one? Theres urgency to this as we have client deadlines. Thanks. Dirk Leavesley, CFP® PFP RRC (he/him)
 
 
Hey there - theyre included in this thread already - so does this mean we need to send a separate isolated email or they'll reply to this one?
 
Theres urgency to this as we have client deadlines. Thanks.
 
 
 
Dirk Leavesley, CFP® PFP RRC (he/him)
Financial Planning Consultant      
Regional Vice-President, MB/SASK
(M) 204-955-0547| dirk@thefinancialplanners.ca 

 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
 
 
________________________________________
From: advisorsupport@conquestplanning.com <advisorsupport@conquestplanning.com>
Sent: Friday, November 28, 2025 8:47 AM
To: Dirk Leavesley <dirk@thefinancialplanners.ca>
Cc: jackie@atafinancial.ca <jackie@atafinancial.ca>; workspacesupport@canadalife.com <workspacesupport@canadalife.com>; adam@atafinancial.ca <adam@atafinancial.ca>; amrit@atafinancial.ca <amrit@atafinancial.ca>
Subject: Re: Conquest
 
Hi Dirk,

Thanks for sharing your point.

We strongly recommend that you contact the Canada Life support team for any questions related to Canada Life Workspace/CRM: workspacesupport@canadalife.com

Best

Guillaume Tigori 
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 7:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube


--------------- Original Message ---------------
From: Dirk Leavesley [dirk@thefinancialplanners.ca]
Sent: 2025-11-27, 7:41 p.m.
To: advisorsupport@conquestplanning.com
Cc: jackie@atafinancial.ca; workspacesupport@canadalife.com; adam@atafinancial.ca; amrit@atafinancial.ca
Subject: Re: Conquest
 
 
The field is searchable and entering in the first letters of each first and last name is adequate but yes, also if you enter in the full name. I will try entering in the banes with capitals but the system shouldn't be that rigid as not to find the client. The system was working up until a few weeks ago so not clear on why this issue is happening now? It could have something to do with the CRM migration? 
 
 
 
Dirk Leavesley, CFP® PFP RRC (he/him)
Financial Planning Consultant      
Regional Vice-President, MB/SASK
(M) 204-955-0547| dirk@thefinancialplanners.ca 

 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
 
 
________________________________________
From: advisorsupport@conquestplanning.com <advisorsupport@conquestplanning.com>
Sent: Thursday, November 27, 2025 5:34 PM
To: Dirk Leavesley <dirk@thefinancialplanners.ca>
Cc: jackie@atafinancial.ca <jackie@atafinancial.ca>; workspacesupport@canadalife.com <workspacesupport@canadalife.com>; adam@atafinancial.ca <adam@atafinancial.ca>; amrit@atafinancial.ca <amrit@atafinancial.ca>
Subject: RE: Conquest
 
Hi Dirk, 

Can you confirm that you are entering the first and last names of the co-customer exactly as they appear in your CRM, respecting capital letters? If yes, you should contact the CanadaLife support team for WS assistance: workspacesupport@canadalife.com
 

Best

Guillaume Tigori 
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 7:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube


--------------- Original Message ---------------
From: Dirk Leavesley [dirk@thefinancialplanners.ca]
Sent: 2025-11-27, 5:29 p.m.
To: jackie@atafinancial.ca; advisorsupport@conquestplanning.com
Cc: amrit@atafinancial.ca; workspacesupport@canadalife.com; adam@atafinancial.ca
Subject: RE: Conquest
 
Hey there – I’ve had 2 advisors including myself that when we launch a plan and try to add a co client after we’ve launched the plan and in Conquest – we are unable to “add a co-client”. Please see below, there’s no “error:” rather we can’t add an existing client within WS. I know that there have been upgrades to WS as of late, and adjustments to the CRM, so this may be the issue?
 
 
 
 
 
 
 
Dirk Leavesley, CFP® PFP RRC (he/him)
Financial Planning Consultant      
Regional Vice-President, MB/SASK
(M) 204-955-0547| dirk@thefinancialplanners.ca 

 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
 
 
From: advisorsupport@conquestplanning.com <advisorsupport@conquestplanning.com>
Sent: Thursday, November 27, 2025 4:25 PM
To: jackie@atafinancial.ca
Cc: Dirk Leavesley <dirk@thefinancialplanners.ca>; amrit@atafinancial.ca; workspacesupport@canadalife.com
Subject: RE: Conquest
 
Hey Jackie, 
Thank you for contacting us. We take your concern very seriously and will work on it as quickly as possible.
To help us investigate, could you please let us know what message or error you receive when you try to add a co-client? If you can attach a screenshot, that would be very helpful.
I’m also looping in the Canada Life Support team so they can check on their side as well.
Thank you, and we look forward to receiving the information so we can assist you further.
Guillaume Tigori 
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 7:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube


--------------- Original Message ---------------
From: Jackie Johnson [jackie@atafinancial.ca]
Sent: 2025-11-27, 4:47 p.m.
To: advisorsupport@conquestplanning.com
Cc: dirk@thefinancialplanners.ca; amrit@atafinancial.ca
Subject: Conquest

 
Not able to add a Joint Client to a Plan on Conquest for Amrit Mavi (LL33309)
 
Could you please look into this.  
 
 
 


ref:!00D5w03IkFb.!500OK0a5ddZ:ref",True,2025-12-02T20:56:27.000+0000,False,False,005OH000002iN7pYAE,2025-12-01T15:07:00.000+0000,005OH00000BGeeHYAT,2025-12-03T15:53:43.000+0000,005OH000002iN7pYAE,2025-12-03T15:53:43.000+0000,(306)546-1386,(306) 596-4408,amrit@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwqu8YAA,False,,24151542,003G0000018f71CIAQ,0010A000002wP4XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T14:41:46.000+0000,False,False,005OH00000245RQYAY,2025-12-01T14:41:46.000+0000,005OH00000245RQYAY,2025-12-01T14:41:46.000+0000,005OH00000245RQYAY,2025-12-01T14:41:46.000+0000,(819)663-0555,(819) 661-3663,pascal@pascalleduc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwsizYAA,False,,24150805,0030A0000029b8zQAA,0010A000002w0AtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Jennifer,

Our team has received your request to provide Client Listings report for Advisor code B8005. 
Please find the attached file for your reference.  Note we do not have any access to client’s personal info, nor would we be able to send. So, no addresses are on the report.  
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Jennifer,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
TVTUZWKJMH 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
















Hello,

Redirecting, please handle.

Thanks, 

Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
AP

From: Jennifer Seib <Jennifer.Seib@fusionfinancialstrategies.com> 
Sent: November 26, 2025 3:43 PM
To: Client Services West <clientserviceswest@canadalife.com>
Subject: [EXT] Client List

Good afternoon! We are in the process of updating our CRM and would like an updated client list of my clients with addresses for active policies under Advisor Code B8005. Thank you, Jennifer Seib Wealth Advisor | Aviso Wealth Insurance Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Good afternoon!

We are in the process of updating our CRM and would like an updated client list of my clients with addresses for active policies under Advisor Code B8005.

Thank you,

Jennifer Seib

Wealth Advisor | Aviso Wealth
 
Insurance Representative | Fusion Financial Strategies
 
P: 204-571-3856
F: 204-773-4379
E: jennifer.seib@fusionfinancialstrategies.com

 
	Book an online or phone appointment with me here

 
 
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Fusion Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities.  Trademark(s) of Fusion Financial Strategies are used under license by Aviso Insurance Inc.",True,2025-12-01T14:28:13.000+0000,False,False,005OH0000088z1hYAA,2025-12-01T14:28:13.000+0000,005OH0000088z1hYAA,2025-12-01T14:38:45.000+0000,005OH0000088z1hYAA,2025-12-01T14:38:45.000+0000,(204)571-3856,,jennifer.seib@fusionfinancialstrategies.com,(204)773-4379,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwttcYAA,False,,24153326,0030A0000029ohiQAA,0010A000002wBJWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect application blocked,Medium,"*** DDS Dec 1st, 2025 ***
User is blocked on a SP app as ""Next"" button is not working. Cleared cache and cookies but that blocked the user from signing back in as their LastPass was not accessible anymore. Told them to contact us abck once resolved.
============
Bonjour Claudia,

C’était un plaisir de vous aider aujourd’hui pour une proposition bloquée.

Durant notre appel, je vous ai aidé à supprimer les cookies et objets dans la cache. Malheureusement cela a bloqué l’accès à votre LastPass.

Quand vous aurez à nouveau accès à votre compte Espace Affaires et à votre proposition, vous pouvez nous recontacter à CVSoutiensEspaceAffaires@canadavie.com   ou par téléphone au 1-800-475-7001 et nous vous aiderons volontiers.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-01T15:30:56.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T15:11:13.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:00:54.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:00:54.000+0000,(418)999-8364,,claudia@filliongf.com,(418)478-0907,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwvqZYAQ,False,,24152995,0035o0000062vFYAAY,0015o000006bWYWAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T15:06:02.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T15:06:02.000+0000,005OH000003ds0PYAQ,2025-12-01T15:06:02.000+0000,005OH000003ds0PYAQ,2025-12-01T15:06:02.000+0000,(705)995-1925,,ryan.mcmillan@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwwrWYAQ,False,,24154185,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T15:25:03.000+0000,False,False,005OH000004pk06YAA,2025-12-01T15:25:03.000+0000,005OH000004pk06YAA,2025-12-01T15:25:03.000+0000,005OH000004pk06YAA,2025-12-01T15:25:03.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwyN3YAI,False,,24155894,003G0000018f79PIAQ,0010A000002wPCiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T15:50:31.000+0000,False,False,005OH000002N6huYAC,2025-12-01T15:50:31.000+0000,005OH000002N6huYAC,2025-12-01T15:50:31.000+0000,005OH000002N6huYAC,2025-12-01T15:50:31.000+0000,(418)210-0153,(418) 570-1050,mcbouchard@cgsmcb.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gwzxRYAQ,False,,24155983,003OH00000OhINHYA3,001OH00000U2Be4YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T15:51:40.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T15:51:40.000+0000,005G0000002gxxjIAA,2025-12-01T15:51:41.000+0000,005G0000002gxxjIAA,2025-12-01T15:51:41.000+0000,(819)639-2495,,fguennouni.ae@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx0a5YAA,False,,24152011,0030A0000029VoRQAU,0010A000002vvgBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-12-01***
User wanted to disconnect Authenticator.
DDS disconnected and reconnected Authenticator.
User also wanted to remove extension from Siebel phone number.
 
================================================================================
****Email Chain**
Bonjour Iannick,

Merci pour votre appel concernant votre Authentificateur. Nous sommes très heureux que nous avons pu vous aider à déconnecter et reconnecter votre Authentificateur Microsoft. Nous avons aussi créé une demande pour changer votre numéro de téléphone dans nos systèmes pour enlever l’extension.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T14:59:01.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T14:49:49.000+0000,005OH00000AX0rVYAT,2025-12-01T14:59:01.000+0000,005OH00000AX0rVYAT,2025-12-01T14:59:01.000+0000,(514)500-2216,(514) 793-8600,info@forzaassurances.ca,(450)973-1716,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx1b2YAA,False,,24155882,003OH00000OhLt6YAF,001OH00000U2BeUYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T15:50:20.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T15:50:20.000+0000,005G0000002gxxjIAA,2025-12-01T15:50:21.000+0000,005G0000002gxxjIAA,2025-12-01T15:50:21.000+0000,(514)516-1975,,sandeep.bawa@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx1kmYAA,False,,24155999,003G0000018f79PIAQ,0010A000002wPCiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T15:51:54.000+0000,False,False,005OH000002N6huYAC,2025-12-01T15:51:54.000+0000,005OH000002N6huYAC,2025-12-01T15:51:55.000+0000,005OH000002N6huYAC,2025-12-01T15:51:55.000+0000,(418)210-0153,(418) 570-1050,mcbouchard@cgsmcb.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx1xdYAA,False,,24157135,003G0000018f7JDIAY,0010A000002wPOTQA2,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Q376 KYC Status Report,Medium,"**WRS Email Thread** Dec 1 2025

Bonjour Georges,

Ce courriel est en relation à la demande d’une liste de clients et plans ainsi que l’état de leurs FRC dans le centre d’investissement. Veuillez trouver le report créé ci-joint. Un courriel avec le mot de passe sera envoyé après ce message.  

Veuillez noter que le but de ce rapport est de vous donner avec l’état des FRC de vos clients qui ont des fonds mutuels. 

Ce relevé vous montre aussi la valeur marchande pour chaque plan. Si la valeur marchande est $0.00 et le client ne va plus contribuer dans leur plan, vous pouvez mettre à jour l’état du plan à « fermé » dans l’écran de Details de plan > cliquez sur Modifier > mettez à jour l’état à « fermé ».

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊 Wealth support (swoogo.com)

Merci et bonne journée!

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Salut,

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le relevé envoyé : 

789PX688

Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.

S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T16:07:12.000+0000,False,False,005OH000002iN7rYAE,2025-12-01T16:07:12.000+0000,005OH000002iN7rYAE,2025-12-01T16:07:12.000+0000,005OH000002iN7rYAE,2025-12-01T16:07:12.000+0000,(514)961-3772,(514) 961-3772,georges.gaetan@evolution360.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx2P0YAI,False,,24153258,003OH00000KDSz3YAH,001OH00000OgphpYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"JUDY SHIWJI (F7456)
User is having trouble with their authenticator. When they log into their account, they are not able to authenticate and have access to their workspace.
KB0020738- authenticated user. Disconnected authenticator and then walked user through the set up process for the new authenticator. 
user was not able to set up authenticator over the phone  and I could not connect through logmein and so I advised them to allow some time and try again following instructions in the email I sent.
Email:
----------
Hello Judy,

Thank you for Workspace Support concerning your authenticator set up.

During our call, we were able to disconnect your old authenticator but unfortunately, we were having trouble with the new MFA set up. As mentioned during our call, please allow some more time (about an hour or 2) before trying to access your account again.

Additionally, after some time has passed, please follow the steps below to set up your authenticator on your browser if you are still having trouble setting it up on the app. Select the steps that apply to the browser you choose

MICROSOFT EDGE
Please follow the steps to complete the process:
 
1.	In Microsoft Edge, select Extensions, located to the right of your browser address bar.  
 
Note: If you don't see Extensions to the right of your browser address bar, select Settings and more  > Extensions.
 
2.	Select Get Extensions for Microsoft Edge.
3.	Search for the “Authenticator: 2FA Client” in the search bar
 
 
4.	Hover over the app and select ‘get’
You’ll be prompted to confirm so select Add extension
 
To make the authentication extension always visible on your toolbar
5.	Click the puzzle piece to the right of the web address field (shown #1 below)
6.	Select the eyeball (#2) so it’s no longer crossed out.
7.	You should now see the QR code icon on the toolbar to the left of the web address field.
 
If you have any more questions or you would like to be assisted with this over the phone, please respond with your phone number we can contact you at and the best time we can reach you to further assist you.
 
CHROME
1.	In Google Chrome, select Extensions, located to the right of your browser address bar.  
 
 
 
Note: If you don't see Extensions to the right of your browser address bar, select Settings and more (the three vertical dots)  > Extensions > Visit Chrome Web Store
 
2.	Search for the “Authenticator” in the search bar
3.	Select authenticator and then select “Add to Chrome”
 
 
 
 
4.	Confirm again by selecting Add extension
 
You will see a message that the extension was added, showing an icon (with a QR code) to the right of the website/URL field. But the icon will be hidden after installed.
 
To make the authentication extension always visible on your toolbar
5.	Click the puzzle piece to the right of the web address field 
6.	Find the Authenticator extension and click the pin icon.
7.	You should now see the QR code icon on your toolbar. 
 
After installing your authenticator:
1.	Go to the Workspace and sign-in
2.	Choose the second option Use verification codes from an authenticator app then select Continue.
3.	Select the installed authenticator from the top of browser beside the search bar where it had been previously pinned.
4.	On the right side, select the icon on the right side to scan the barcode on the log in screen on workspace
 
 
 
 
5.	Use the mouse icon to scan the bar code. 
6.	Authenticator should now generate a code that you can copy and paste into workspace.
 
If you still cannot complete this process, please let me know and I can look into it further for you,
Thank you for your patience. 


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T15:17:23.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T15:10:09.000+0000,005OH00000BGf2TYAT,2025-12-01T15:45:24.000+0000,005OH00000BGf2TYAT,2025-12-01T15:45:24.000+0000,(519)651-6660,,judy.shiwji@cowangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx2QcYAI,False,,24152488,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T14:57:49.000+0000,False,False,005OH000007fgYjYAI,2025-12-01T14:57:49.000+0000,005OH000007fgYjYAI,2025-12-01T14:57:49.000+0000,005OH000007fgYjYAI,2025-12-01T14:57:49.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx2SPYAY,False,,24156772,003OH00000PUwzVYAT,001OH00000V1BXuYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:02:41.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T16:02:41.000+0000,005G0000002gxxjIAA,2025-12-01T16:02:41.000+0000,005G0000002gxxjIAA,2025-12-01T16:02:41.000+0000,(514)803-3002,,bassam.choueiry@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx4CIYAY,False,,24153261,003OH00000YIE11YAH,001OH00000hEaBDYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration - INC1922625,Medium,"*** DDS02DEC2025 ***
user confirmed registration completed, asking about IC, advised wait 48hrs and confirm request submitted to QS

*** DDS 02DEC2025 ***
partner user account added, advised user to go ahead with registration 

*** DDS 01DEC2025 ***
INC1922625 for missing partner user account

Advisor unable to register for workspace is receiving an error. This has been escalated. KB0021497

-------------------EMAIL:

Good morning Paul,

We have heard back from our Digital Hub team and there has been a fix applied to your account. You should now be able to complete your Advisor Solutions account registration. Please let me know if you run into any issues and you are welcome to give us a call at the number below at your convenience if you require assistance. Please let me know if you have any questions or if there is anything else I can assist with.

Registering for Workspace 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	 Enter your User ID and Password:  
 
 
 
 
 
2.	Advisors will be prompted to enter a Comp code.   If needed.
 
 
 
 
•	 
3.	 Click on Next to navigate to the next page 
•	 
•	Read and accept the Terms of use 
 
 
 
 
 
4.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
5.	Verify the email by clicking Verify Now 
•	 
•	Your account will be activated once the email is verified 
 
 
 
  
You can now log into Workspace  https://workspace.canadalife.com/
 
Let me know if you have any questions or come across any issues registering. 

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello Paul,

Thank you for contacting Workspace Support this morning regarding ERR-W1524 when completing your ADSL Workspace account registration. We have escalated the issue to our Digital Hub team for investigation, and I will follow up with you as soon as I hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

-------------------------------------------------------
Hello Paul,

Thank you very much for confirming that you were able to complete your Workspace account registration. It is expected that it takes up to 48hrs after completing your Workspace account registration for your account to be registered with Quadrus Security to be able to access Investment Centre. Are you able to confirm that an onboarding request was submitted to quadrussecurityrequests@quadrusinvestment.com? If not, please have your Business Development Consultant submit the onboarding form. Please let me know if you have any questions or if there is anything else I can assist with.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T13:11:24.000+0000,False,False,005OH000006wv2TYAQ,2025-12-01T15:10:11.000+0000,005OH00000BFQFCYA5,2025-12-02T16:40:05.000+0000,005OH000006wv2TYAQ,2025-12-02T16:40:05.000+0000,(705)719-6117,,paul@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx5mkYAA,False,,24154349,0030A0000029c5SQAQ,0010A000002w0uDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Merge Request,Medium,"Sent an email requesting for the details so an investigation can be done and identify if merge is possible.

closing the case as the advisor have no response yet after 4 days.

==============

Hi Brandon,

Letting you know that the merge request has been completed, and everything should reflect into the system in 24 to 48 hours.Thank you for your patience on this matter.

 I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   


Hi Brandon,

Thank you for sending the information that we have requested. This is to let you know that we have checked the details and is being reviewed. You will receive an update from me once the request is process.

Thank you for your patience on this matter.



Hi Brandon,

Thank you for calling the workspace support about merge issue.

Please provide us with the following so that we can proceed with your request:
 
Client details:
First name: 
Middle Name:
Last name:
Date of birth:
Policy number from each of the client's profiles:
URL for each of the client's profiles
 
looking forward to your email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T14:22:05.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T15:27:47.000+0000,005OH00000BFPZHYA5,2025-12-05T14:38:50.000+0000,005OH00000BFPZHYA5,2025-12-05T14:38:50.000+0000,(416)860-1668,(647) 988-1049,ryan.shoemaker@igpwm.ca,(416)860-1478,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx6u8YAA,False,,24159474,003OH00000HeR9PYAV,001OH00000LkMg2YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Information,Medium,"RUSSELL FISHER (H8241)
User needed information on how to transfer clients that they have on file from another insurance company to CL
I advised them to contact their RSA

Email:
----------
Hello Russell,

Thank you for contacting Workspace Support concerning client information.

As mentioned during the call, please reach out to your Regional Sales Associate to get more information about your inquiry:

Alexandra Neff
alexandra.neff@canadalife.com

Let us know if you have any more questions. 


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T16:48:27.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T16:38:11.000+0000,005OH00000BGf2TYAT,2025-12-01T16:48:27.000+0000,005OH00000BGf2TYAT,2025-12-01T16:48:27.000+0000,(613)888-5082,,russell.fisher@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx7oYYAQ,False,,24157069,0030A0000029kJwQAI,0010A000002w7fyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"REEMA DEVI ALEVRAS
User needed help with registering for workspace.
Sent user a link to reset their password through RepNet and use the password to register for Workspace

Email:
----------
Hello Reema,

Thank you for contacting Workspace Support concerning your registration.

On the call today, we were able to reset your User Id password and use the reset information (user ID and password) to create a Workspace account. Please note that in the future when you want to log into your Workspace account, you will need to use your salesforce authenticator to approve your log in.

If you have any questions, please contact us again.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T16:29:01.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T16:06:23.000+0000,005OH00000BGf2TYAT,2025-12-01T16:29:01.000+0000,005OH00000BGf2TYAT,2025-12-01T16:29:01.000+0000,(604)831-7146,,alevrasr@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx8ZIYAY,False,,24154660,003G0000018f6VhIAI,0010A000002wOSOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations,Medium,"*** DDS Dec 1st, 2025 ***
User needed to get access to PI, so authenticated, rotation #2, temp ISAM password, helped user reset password and access PI without issues.
=============
Good morning Niel,

It was a pleasure helping you today to access Product Illustrations.

During our call, I set up a temporary password and helped you reset your UserID password to be used for accessing Product Illustrations. This password will also need to be updated every 3-4 months.

I’m glad I was able to assist you today accessing Product Illustrations. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-01T15:55:57.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T15:32:07.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:12:02.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:01:43.000+0000,(506)799-4216,(506) 650-8855,neil@shillingtonwealth.com,(506)910-0998,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx9OxYAI,False,,24156166,003OH00000OhLt3YAF,001OH00000U2BeRYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T15:54:13.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T15:54:13.000+0000,005G0000002gxxjIAA,2025-12-01T15:54:13.000+0000,005G0000002gxxjIAA,2025-12-01T15:54:13.000+0000,(819)679-4731,,achamoumi.ae@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gx9rwYAA,False,,24158160,003G0000018f7gdIAA,0010A000002wPnCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Resetting MFA,Medium,"*** DDS Dec 1st, 2025 ***
Advisor called 2 hours ago and calls back saying Contracts and Compensation has not answered their email to confirm the advisor code. We need to authenticate him to reset MFA. Wants to escalate the issue so I transferred to Kevin.",True,2025-12-01T16:35:45.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T16:20:44.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:35:45.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:35:45.000+0000,(514)905-0880,(514) 781-5758,neil@paramountfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxCTFYA2,False,,24159396,003OH00000OhLt6YAF,001OH00000U2BeUYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:37:10.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T16:37:10.000+0000,005G0000002gxxjIAA,2025-12-01T16:37:10.000+0000,005G0000002gxxjIAA,2025-12-01T16:37:10.000+0000,(514)516-1975,,sandeep.bawa@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxDHEYA2,False,,24156634,003G0000018f6uOIAQ,0010A000002wOwHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Password reset link was receive and reset successfully still getting Workspace - login error ERR-W1285 KB0020563 - reset ISAM password successfully - got his access back.
==============================

Hi Andrew,

Thank you for contacting the workspace support about you being not able to access your workspace account.

Despite successfully resetting your password we are still getting an error when trying to access your workspace, so an investigation was done and identified that something needs to be done at the back end in which we have successfully executed. We have confirmed that you were able to get your access back to workspace at this time.

Appreciate your patience while doing the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-01T16:29:41.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T16:00:42.000+0000,005OH00000BFPZHYA5,2025-12-01T16:36:57.000+0000,005OH00000BFPZHYA5,2025-12-01T16:36:57.000+0000,(204)489-1587,,andrew@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxDSZYA2,False,,24159533,0030A000008N8yaQAC,0010A000009GGwmQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:39:02.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T16:39:02.000+0000,005G0000002gxxjIAA,2025-12-01T16:39:02.000+0000,005G0000002gxxjIAA,2025-12-01T16:39:02.000+0000,(514)966-0645,,philippe.v.tardif@clario.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxDh4YAE,False,,24156140,0030A0000029ohiQAA,0010A000002wBJWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Do you have other Insurance Simple Protect Issue,Medium,"***DDS 2025-12-01***
User was having issues getting past the do you have other insurance page.
DDS tried clearing cache and cookies but issue still persists.
DDS handed issue to Level 2
 
================================================================================
****Email Chain**
Bonjour Claudia,

Merci pour votre courriel et la capture d’écran de votre proposition. Nous avons donné cette requête à notre équipe technique et nous vous informerons une fois qu’ils nous donnent une mise à jour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Claudia Fillion <claudia@filliongf.com> 
Sent: December 1, 2025 11:09 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Proposition problématique 60923583-7

-- Claudia Létourneau Fillion, B. A. A. Conseillère autonome en sécurité financière Conseillère en assurance et rentes collectives Représentante en épargne collective MICA Capital Inc - Cabinet de services financiers claudia@ filliongf. com Cell: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 
-- 
 

Claudia Létourneau Fillion, B.A.A.

Conseillère autonome en sécurité financière 
Conseillère en assurance et rentes collectives
Représentante en épargne collective 
MICA Capital Inc - Cabinet de services financiers

claudia@filliongf.com
Cell: 418-999-8364
Fax: 418-478-0907

CLIQUEZ SUR L'ÉTOILE * POUR PLANIFIER UNE RENCONTRE VIRTUELLE",True,2025-12-01T16:20:56.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T15:53:50.000+0000,005OH00000AX0rVYAT,2025-12-01T16:20:56.000+0000,005OH00000AX0rVYAT,2025-12-01T16:20:56.000+0000,(418)999-8364,,claudia@filliongf.com,(418)478-0907,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxEpzYAE,False,,24155838,003G0000018f6dYIAQ,0010A000002wObaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Sign on,Medium,"Advisor is unable to sign onto workspace with MFA due to new phone, they did not have enough time for this issues, they advised they will call back.
*********
Hi Brock , thank you for contacting the workspace support today.

I’m sorry we did not have enough time to look over your workspace issue this morning, please call back once you have the time an agent will be happy to assist.




The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T15:54:24.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T15:49:30.000+0000,005OH00000BFQFCYA5,2025-12-01T15:57:06.000+0000,005OH00000BFQFCYA5,2025-12-01T15:57:06.000+0000,(416)543-1057,(416) 500-2370,brock@wilimekwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxFxPYAU,False,,24159456,003G0000018f7MoIAI,0010A000002wPSTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:37:56.000+0000,False,False,0050A000000WjqvQAC,2025-12-01T16:37:56.000+0000,0050A000000WjqvQAC,2025-12-01T16:37:56.000+0000,0050A000000WjqvQAC,2025-12-01T16:37:56.000+0000,(613)764-0213,(613) 882-5938,mario@clearviewwealthmanagement.ca,(613)427-2027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxI3FYAU,False,,24157733,0030A0000029mrKQAQ,0010A000002w9ngQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:15:03.000+0000,False,False,0055o000002DK5fAAG,2025-12-01T16:15:03.000+0000,0055o000002DK5fAAG,2025-12-01T16:15:04.000+0000,0055o000002DK5fAAG,2025-12-01T16:15:04.000+0000,(905)951-8736,(416) 806-1575,kimberly.seipt@iaprivatewealth.ca,(905)951-8738,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxI7BYAU,False,,24154922,0030A000008eUDZQA2,0010A000009Z2bVQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-12-01***
User got a new phone and needed to disconnect Authenticator.
DDS assisted in disconnecting and reconnecting Authenticator.
 
================================================================================
****Email Chain**
Hello Haixia,

It was a pleasure speaking to you regarding your Authenticator disconnection. We’re happy we were able to assist you with disconnecting and reconnecting your Authenticator.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T15:36:01.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T15:36:01.000+0000,005OH00000AX0rVYAT,2025-12-01T15:39:42.000+0000,005OH00000AX0rVYAT,2025-12-01T15:39:42.000+0000,(905)307-8999,(647) 891-4881,chxwkk@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxJL0YAM,False,,24155191,0030A0000029iHbQAI,0010A000002w61vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Registration.,Medium,"user called with Err-W1281 for her advisor code workspace account howver her advisor required to authenticatte.
request user to have her advisor reach out -KB0020560 
She also inquired regarding her own registration.
send her instruction by email for delagation request is needed first.

email========
Bonjour Isabelle,

Merci d’avoir contacté le support de l’espace d’affaire, J'ai vraiment apprécié notre échange.

lors de notre appel d’aujourd’hui, nous discutons du code d’erreur ERR-W1281 que votre conseiller reçoit, demandez-lui de contacter directement afin de réinitialiser son mot de passe.

Et concernant votre propre inscription Workpsace, veuillez suivre les étapes ci-dessous en commençant par la demande de délégation.

Votre conseiller doit demander votre accès à ce lien https://www.acp.canadalife.com/content/dam/advisors/secure/documents/compensation/fr_ca/mga-na/formulaire-dacces-a-titre-de-tiers.pdf.

une fois l’accès accordé et vous avez recu votre code de verification, veuillez continuer avec l’étape suivante.
 
Vous devez maintenant créer un nom d’utilisateur, anciennement connu sous le nom d'identifiant utilisateur ReseauRep.
Utilisez ce lien pour créer un nom d’utilisateur.
 
Une fois le lien ouvert, cliquez sur « Inscrivez-vous des maintenant », acceptez les conditions générales et saisissez votre code de distribution et votre code d'activation (dans l’email venant de Distribution Methodology).
Une fois celui-ci créé, vous devrez attendre 48 heures avant de vous inscrire à Espace affaire - Register. En suivant les étapes ci-apres :
 
Étape 1 : Cliquez sur le lien https://lifeco.my.site.com/workspace/s/login/SelfRegister
Étape 2 : Saisissez votre identifiant RepNet et votre mot de passe.
Étape 3 : Saisissez votre code Comp.
Étape 4 : Saisissez votre prénom et votre nom, ainsi qu'une adresse e-mail et un mot de passe.
Étape 5 : Cliquez sur Suivant pour accéder à la page suivante.
 
Lisez et acceptez les conditions d'utilisation.
Étape 6 : Un e-mail de vérification sera envoyé à l'adresse e-mail que vous avez saisie à l'étape précédente.
Étape 7 : Vérifiez l'e-mail en cliquant sur Vérifier maintenant.
 
Votre compte sera activé une fois l'e-mail vérifié.
 
Pour vous connecter à Workspace, cliquez sur ce lien https://espaceaffaires.canadavie.com.


Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T16:08:34.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-01T15:39:59.000+0000,005OH00000AZ3ZxYAL,2025-12-01T16:08:35.000+0000,005OH00000AZ3ZxYAL,2025-12-01T16:08:35.000+0000,(819)678-4745,,jonathan.poulin@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxKKJYA2,False,,24161228,0030A0000029pF9QAI,0010A000002wBk1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing Beneficiaries,Medium,"***DDS*** 12/01/25
Name: THOMAS BADRY

Hello Bonnie,

Thank you for confirming everything is ok, I will close out the ticket.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: badryoffice@shaw.ca <badryoffice@shaw.ca> 
Sent: December 1, 2025 12:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: 24161228 - RE: [EXT] CL RRIF Policy#411250582 - Myrna Saar

They are showing up this morning. Thank you! Bonnie Peters Office Administrator for Tom Badry Email: badryoffice@ shaw. ca Phone: 1-877-208-5272 This message is intended solely for the use of the individual or entity to which it is addressed and
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
They are showing up this morning. Thank you!

Bonnie Peters
Office Administrator for Tom Badry

Email: badryoffice@shaw.ca
Phone: 1-877-208-5272




***DDS*** 12/01/25
Name: THOMAS BADRY

Email: Hello Tom,

Thank you for contacting the Workspace support group I would be happy to assist you regarding Missing Beneficiaries.

The beneficiaries for Myrna Saar should be added.  

Can you provide a screenshot of the statement of the missing beneficiaries so we can investigate.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: badryoffice@shaw.ca <badryoffice@shaw.ca> 
Sent: November 27, 2025 6:22 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: 'Tom Badry' <tombadry@shaw.ca>
Subject: [EXT] CL RRIF Policy#411250582 - Myrna Saar

This policy was opened on November 19, 2025 and when I look online, the beneficiaries are not showing. I’ve attached the signed policy application where the beneficiaries were listed. Please update Workspace so that this is visible and
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This policy was opened on November 19, 2025 and when I look online, the beneficiaries are not showing. I’ve attached the signed policy application where the beneficiaries were listed. Please update Workspace so that this is visible and appears on her statements.

Regards,

Bonnie Peters
Office Administrator for Tom Badry

Email: badryoffice@shaw.ca
Phone: 1-877-208-5272",True,2025-12-01T17:01:18.000+0000,False,False,005OH00000BGeeHYAT,2025-12-01T17:01:18.000+0000,005OH00000BGeeHYAT,2025-12-01T17:48:53.000+0000,005OH00000BGeeHYAT,2025-12-01T17:48:53.000+0000,(403)208-5276XT3G4X8,XT3G4X8,tombadry@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxLEnYAM,False,,24158429,003OH00000PtpRiYAJ,001OH00000VW2TEYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:24:37.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T16:24:37.000+0000,005G0000002gxxjIAA,2025-12-01T16:24:38.000+0000,005G0000002gxxjIAA,2025-12-01T16:24:38.000+0000,(450)916-8191,,jessycloutieraam@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxLUsYAM,False,,24155771,003G0000018f7NyIAI,0010A000002wPUPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cannot delegate access,Medium,"•	Reason for call: A person who user wants to delegate access to is not appearing on the list. Other user has not yet completed registration. 
Authentication: Yes/No, which rotation: n/a
•	Troubleshooting steps completed: Adv to have user complete WS registration or to call for help in registering. Once registered, she should be able to see their name available to delegate access.
•	Email correspondence: n/a 
•	Source of triage (e.g., “As per KBA001234”): n/a",True,2025-12-01T15:53:46.000+0000,False,False,005OH00000BFQFGYA5,2025-12-01T15:48:35.000+0000,005OH00000BFQFGYA5,2025-12-01T15:53:46.000+0000,005OH00000BFQFGYA5,2025-12-01T15:53:46.000+0000,(450)672-0245,(514) 949-6819,claudia.gagnon@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxLy5YAE,False,,24160424,0030A0000029VBUQA2,0010A000002vvB1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:50:59.000+0000,False,False,005OH00000865wTYAQ,2025-12-01T16:50:59.000+0000,005OH00000865wTYAQ,2025-12-01T16:51:00.000+0000,005OH00000865wTYAQ,2025-12-01T16:51:00.000+0000,(403)607-0111,,johnseto1@hotmail.com,(403)274-7784,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxNemYAE,False,,24159347,0030A00000CeKg3QAF,0010A00000DFlsLQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:36:35.000+0000,False,False,0055o000002DK5fAAG,2025-12-01T16:36:35.000+0000,0055o000002DK5fAAG,2025-12-01T16:36:36.000+0000,0055o000002DK5fAAG,2025-12-01T16:36:36.000+0000,(416)496-0999X302,,oksana@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxOO1YAM,False,,24162217,003G0000018f6iBIAQ,0010A000002wOiQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Las login date: Ok
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor code(s): F1272 / LL15742
-Called Assist? Yes K, and called back the User

Call details: Caller had an issue accessing their account an encountered the following errors: err-w1918 when login through advice canada and  err-w1285 WS direct access.
Email address: rod.white@rgwfinancial.com
>>> Unlocked user account, set up their authenticator, linked their account to AC and logged them out and back in to make sure they receive MFA verification code.

-------------------------------------------------EMAIL-----------------------------------------
Hi Rod,

It was a pleasure speaking on the phone with you earlier regarding your Workspace account and setting up your authenticator.

Just a recap of what we did, we unlocked your account, reset your password, set up your mobile device authenticator, then logged you out and back in to make sure that you are receiving the MFA code and lastly linked your account to your Advice Canada portal.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T18:28:27.000+0000,False,False,005OH00000AbCcLYAV,2025-12-01T17:14:01.000+0000,005OH00000AbCcLYAV,2025-12-01T18:38:37.000+0000,005OH00000AbCcLYAV,2025-12-01T18:38:37.000+0000,(613)629-1234,(613) 401-7633,rod.white@rgwfinancial.com,(613)629-1236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxPrpYAE,False,,24156401,003G0000018f6VgIAI,0010A000002wOSNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T15:57:39.000+0000,False,False,0050A000000WjqvQAC,2025-12-01T15:57:39.000+0000,0050A000000WjqvQAC,2025-12-01T15:57:39.000+0000,0050A000000WjqvQAC,2025-12-01T15:57:39.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxTDvYAM,False,,24159969,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:45:09.000+0000,False,False,005OH00000245RQYAY,2025-12-01T16:45:09.000+0000,005OH00000245RQYAY,2025-12-01T16:45:10.000+0000,005OH00000245RQYAY,2025-12-01T16:45:10.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxTHCYA2,False,,24159733,003G0000018f6zAIAQ,0010A000002wP1oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Owner Name incorrect on Workspace,Medium,"DDS - Dec 8
Logged in as an confirmed issue corrected. Advised issue's resolved.

DDS - Dec 1
User submitted request to update account owner but only the product details updated. The policy is still coming up under old account owner.

Policy: 8947094-8
INC1923228 - Sent to DAS for correction.

===Email Chain===

Good afternoon James,

It was a pleasure speaking with you this afternoon regarding the issue with policy 8947094-8.

During our call it was mentioned that you submitted a request back in September to have the account owner changed for this policy. However, only the product details was updated to the correct name and the account owner is still showing the previous client’s name on Workspace. We’ve submitted a ticket to our digital lab to have this corrected and will provide an update as soon as we hear back from them.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas",True,2026-01-29T13:16:22.000+0000,False,False,0050A000000qsPeQAI,2025-12-01T16:41:42.000+0000,0050A000000qsPeQAI,2026-01-29T13:16:22.000+0000,0050A000000qsPeQAI,2026-01-29T13:16:22.000+0000,(416)436-2849,,james.zhang@helpingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxU8RYAU,False,,24164665,0030A0000029gCvQAI,0010A000002w4H1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected caller- Policy related question,Medium,Advisor is calling for their own policy. They have been transferred to client services department to get information on this.,True,2025-12-01T17:54:54.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T17:47:13.000+0000,005OH00000BFiyTYAT,2025-12-01T17:54:54.000+0000,005OH00000BFiyTYAT,2025-12-01T17:54:54.000+0000,(604)689-8289,,myatco@telus.net,(604)689-2801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxUmgYAE,False,,24157156,003OH00000PUwxxYAD,001OH00000V1BXoYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:07:32.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T16:07:32.000+0000,005G0000002gxxjIAA,2025-12-01T16:07:33.000+0000,005G0000002gxxjIAA,2025-12-01T16:07:33.000+0000,(450)889-5557,,amarcoux@assurancesrobillard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxWJrYAM,False,,24159574,0030A00000BoCkfQAF,0010A00000COj0IQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Change login email to Workspace,Medium,"KB0023058 - successfully change email log in email
=======================
Hi Queenie,

Thank you for contacting the workspace support about your request to change your login email to workspace.

We make sure that you are fully authenticated and have your email updated in our system. It has been confirmed that you were able to access your workspace account using your new email on file.

Appreciate your patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-01T16:55:59.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T16:39:33.000+0000,005OH00000BFPZHYA5,2025-12-01T17:13:02.000+0000,005OH00000BFPZHYA5,2025-12-01T17:13:02.000+0000,(519)432-2000,6476336188,queenie.fan@stanleyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxWLUYA2,False,,24157995,0030A0000029e0RQAQ,0010A000002w2QCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:18:16.000+0000,False,False,005OH000004oiYEYAY,2025-12-01T16:18:16.000+0000,005OH000004oiYEYAY,2025-12-01T16:18:17.000+0000,005OH000004oiYEYAY,2025-12-01T16:18:17.000+0000,(519)888-9116,,meyervalerie3@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxY5ZYAU,False,,24159944,003G0000018f7FmIAI,0010A000002wPKZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*** DDS Dec 1st, 2025 ***
User has temporary phone for work, so needs to reset MFA. Authenticated, rotation #2, disconnected previous MFA, helped her connect to new one.
============
Good morning Raena,

It was a pleasure speaking with you today and helping you reset your Authenticator link to your Workspace account.

During our call, I disconnected the old Authenticator connexion and helped you connect the new one. In the end you signed in successfully.

I’m glad I was able to assist you today accessing your Workspace account again. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-01T16:53:40.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T16:44:53.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:56:22.000+0000,005OH00000AbJ7aYAF,2025-12-01T16:56:22.000+0000,(647)260-2501,(416) 833-6926,adam@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxYDfYAM,False,,24159114,003G0000018f6RNIAY,0010A000002wONiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The customer inquired about using the A series funds instead of the T series funds for their London Life account, as they wanted to simplify things for their staff. The agent explained that the London Life funds are separate from the Canada Life funds, so the customer would likely need to keep using the T series funds. The agent offered to send the customer a link to the London Life fund data site to help them navigate the options. The customer appreciated the assistance and said they would look into the T series funds.",True,2025-12-01T16:39:32.000+0000,False,False,0055o000001h4cFAAQ,2025-12-01T16:33:28.000+0000,0055o000001h4cFAAQ,2025-12-01T16:39:32.000+0000,0055o000001h4cFAAQ,2025-12-01T16:39:32.000+0000,(204)953-1665,(204) 981-1445,gregg@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxZKxYAM,False,,24158297,003G0000018f6WUIAY,0010A000002wOTAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor was having issue with workspace registration , I provided them a new link to register.
***********
Hi Nathan , thank you for contacting the workspace support today.

To recap our call, I walked through the workspace registration for you MGA account while we did a remote session. You were able to log in successfully and link your workspace accounts. If you have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T16:32:01.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T16:22:37.000+0000,005OH00000BFQFCYA5,2025-12-01T16:49:14.000+0000,005OH00000BFQFCYA5,2025-12-01T16:49:14.000+0000,(780)702-5807X224,,nathan@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxaSJYAY,False,,24158717,003G0000018f6g1IAA,0010A000002wOe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"*****DDS***** 12/01/2025
User called to disconnect MFA and set up a new connection. Used KB0017316 for authentication. 


**** email chain****
Hello Kevin, 

      Thank you for reaching out to workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T16:42:45.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T16:28:01.000+0000,005OH00000BFQFHYA5,2025-12-01T16:43:02.000+0000,005OH00000BFQFHYA5,2025-12-01T16:43:02.000+0000,(905)988-6771,905 988 6771,kevinplue@kgpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxbOQYAY,False,,24161188,0030A000005SXQ0QAO,0010A000006C1QoQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WS access- MFA issue,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Las login date: Ok
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor code(s): C5228

>>>Disconnected and reconnected MFA.

-----------------------------EMAIL----------------------------
Good day Anh,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we disconnected your authenticator  and reconnected it, then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T18:30:23.000+0000,False,False,005OH00000AbCcLYAV,2025-12-01T17:00:49.000+0000,005OH00000AbCcLYAV,2025-12-01T18:30:23.000+0000,005OH00000AbCcLYAV,2025-12-01T18:30:23.000+0000,(416)297-1766,,anthony.huynh@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxcSTYAY,False,,24158282,003G000001C23gAIAR,0010A000002wQUzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is trying to log into Workspace but indicates there account is locked. 
User needs to first register for Workspace. User is receiving ERR-W1505 (KB0020550) 
KB0020858  - rotation 2 + email address. Unlocked and reset temporary password.
KB0022825 - Set up MFA 

Code: 14417
Code: E7606
Email: cheryls@bridgewellfinancial.com 

********************************************************
Good afternoon, Cheryl

Thank you for contacting the Workspace Support Team, it was great speaking with you today with registering into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully register for your Workspace account.  
You are now set up for the two-factor authentication, during Workspace login it will now request a confirmation through the Google authenticator.  

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T16:22:22.000+0000,False,False,005OH00000BG5v4YAD,2025-12-01T16:22:22.000+0000,005OH00000BG5v4YAD,2025-12-01T17:04:09.000+0000,005OH00000BG5v4YAD,2025-12-01T17:04:09.000+0000,(416) 487-5210,,cheryls@cpfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxcp3YAA,False,,24158333,0030A0000029hymQAA,0010A000002w5lLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,"Hello Robert,

Our team has received your request to provide Client Listings report for Advisor code D5706. Please find the attached file for your reference (2 Tabs)
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Robert,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
ZS1OKI6T1G
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




















Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	12345678
Client Name:	NA
Caller Name:	SARAH BERIJANIA
Caller Relationship:	Assistant/Admin Staff
Advisor Code:	D5706
Caller authenticated?	Yes
Language:	English
Send To:	wealthreportingsupport@canadalife.com

Acknowledgement call required?	No
Correspond By:	Email
Caller's Phone Number:	905 754-3548
Caller's Fax #	
Caller's Email Address:	rob@robkimelinsurance.ca

Caller's Mailing Address:	
Date of Birth:	
Permission to leave voicemail?	No
Email Security Permission?	Yes
Referral Reason:	Other
Follow-up #	1st follow up
Submitter Employee ID:	LL59542

Additional Details:
Assistant to the Advisor requesting client listing under code D5706 by email to rob@robkimelinsurance.ca


________________________________________
**This email is being sent from a general delivery mailbox. Please do not reply to this email - Replies are not monitored. If further clarification is required, please email Call Centre Feedback.**",True,2025-12-01T16:23:06.000+0000,False,False,005OH0000088z1hYAA,2025-12-01T16:23:06.000+0000,005OH0000088z1hYAA,2025-12-01T16:36:00.000+0000,005OH0000088z1hYAA,2025-12-01T16:36:00.000+0000,(905)754-3548,(416) 454-3830,rob@robkimelinsurance.ca,(416)661-9157,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxcvZYAQ,False,,24159852,003G0000018f6aIIAQ,0010A000002wOXaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset RepNet Password - Product Illustrator Access,Medium,"*** DDS 05FEB2026 ***
was able to login after installing current version of PI, getting ‘Run-time error ‘339’’, had tech team enable 'run as admin', sent TPA form and referred to DM
*** DDS 05FEB2026 ***
authenticated and unlocked LL86077@llext, connected via logmein, user updated password successfully via self care page, has old version of PI (9.0.1), was unable to uninstall due to user admin access, advised to have their tech team uninstall old version and install new, confirming with DM that delegation is in place for the three admins to illustrate polices under Advisor Sandra Pollack (LL05620, example policy B583747-4).

*** DDS 04FEB2026 ***
call scheduled for tomorrow, Feb 5 @ 9:30am est
also needs to resolve access issues for Linda Denis - LL73737 and Samantha Duncan - LL75192 (no obvious password issues in ISAM)

*** DDS 04FEB2026 ***
LL86077@llext locked (has correct security groups), emailed requesting availability for a call
advisor and policy number not provided, will troubleshoot password, make sure they have current version of PI, confirm delegation access through DM if that fails
------------------------------------------


•	Reason for call: Cannot login to Desktop Illustrator since RepNet password must be 
Authentication: Yes/No, which rotation
•	Troubleshooting steps completed
•	Email correspondence
•	Source of triage (e.g., “As per KBA001234”)

---------------------------EMAIL:
Hello Abby,

Thank you for the update. Please have the Advisor complete the attached Third-Party access form to be sent to distribution_methodology@canadalife.com requesting that you, Linda, and Samantha are granted delegate access to the Advisor’s LL number to illustrate policies under her book of business within the Product Illustrator. Regarding the User Account Control limitations, please work with your tech team to see if they can grant a permanent exception to run the program as admin or another similar solution. Please let me know if you continue to have issues after Distribution Methodology confirms access. Please let me know if you have any questions.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  

 

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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
----------------------
Hello Abby,

Thank you for taking my call today, it was a pleasure speaking with you! To recap, we unlocked your User ID, and you changed your User ID password using the self care page. As we discussed on our call, please have your tech team uninstall the old version of the Product Illustrator and install the current version (linked below) for yourself, Linda, and Samantha. I will confirm with Distribution Methodology if delegation is in place for the three of you to illustrate the advisor’s policies using the Product Illustrator or if a form is required. Keep me posted when you have the new software installed.

Software downloads

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
----------------

Hello Abby,

Thank you for your email and for following up. I apologize for the delay in resolving the Product Illustrator access issue and I am happy to assist in resolving this for you. What is your availability for a call? We need to resolve any password issues, make sure you have the most current version of the software, and we also need to confirm that you have been provided with the correct delegate access to Illustrate the policies in question. I am in the office Mon-Fri from 8am-4pm EST.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Abhishruti Nair <abby@trimaranadvisory.com> 
Sent: February 4, 2026 12:23 PM
To: Macleod, Trevor <Trevor.MacLeod@advicecanada.com>; McFarlane, Janice <janice.mcfarlane@canadalife.com>; Sandy Pollack <sandy@trimaranadvisory.com>; Yarow, Salma <Salma.Yarow@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Linda Denis <linda@trimaranadvisory.com>
Subject: [EXT] FOLLOW UP: IMPORTANT: Ongoing Access Issues with Product Illustration Software|| RepNet Password Reset || 24159852

Hi Everyone, I’m following up to see if there has been any progress on resolving the access issues with the Product Illustration Software for our office. So far, we haven’t received any updates from the Workspace Support team, and I just wanted
ZjQcmQRYFpfptBannerStart
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ZjQcmQRYFpfptBannerEnd
Hi Everyone,
I’m following up to see if there has been any progress on resolving the access issues with the Product Illustration Software for our office.
So far, we haven’t received any updates from the Workspace Support team, and I just wanted to confirm that this request is still being reviewed.
Please let us know if there’s anything further needed from our end.

Kind regards,
 
Abby Nair
Client Experience and Marketing Associate
Trimaran Advisory Group Ltd.
680 Montreal Road  Ottawa ON  K1K 0T3
Tel: 613-744-1011 ext. 221 / Fax: 613-744-4883

   
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary , confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. 
Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement. 

From: Macleod, Trevor <Trevor.MacLeod@advicecanada.com> 
Sent: Friday, January 30, 2026 14:42
To: McFarlane, Janice <janice.mcfarlane@canadalife.com>; Sandra Pollack <sandy@trimaranadvisory.com>; Abhishruti Nair <abby@trimaranadvisory.com>; Yarow, Salma <Salma.Yarow@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Linda Denis <linda@trimaranadvisory.com>
Subject: RE: IMPORTANT: Ongoing Access Issues with Product Illustration Software|| RepNet Password Reset || 24159852

To Workspace Support, this is from a contact in Insurance Solutions Support:

When advisors have issues running PI we tell them to contact @Workspace Support and reference KB0021168 if there are issues using PI and KB0022001 if there are issues with delegate access in PI.

Not sure if that will assist here.

Thank you,

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944

In partnership with:
Jennifer Calcutt
Business Development Consultant
Jennifer.Calcutt@advicecanada.com

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy 
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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: McFarlane, Janice <janice.mcfarlane@canadalife.com> 
Sent: January 30, 2026 10:18 AM
To: Sandy Pollack <sandy@trimaranadvisory.com>; Nair, Abby <abby@trimaranadvisory.com>; Macleod, Trevor <Trevor.MacLeod@advicecanada.com>; Yarow, Salma <Salma.Yarow@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Linda Denis <linda@trimaranadvisory.com>
Subject: RE: IMPORTANT: Ongoing Access Issues with Product Illustration Software|| RepNet Password Reset || 24159852

Good morning, folks
@Workspace Support please assist Sandy and her team with the inquiry below.
They need assistance with Abby’s access to illustrations, and clarity on what they can illustrate in WS.

Please note, @Yarow, Salma has already escalated the inforce request.
Thank you, Janice 

From: Sandra Pollack <sandy@trimaranadvisory.com> 
Sent: January 29, 2026 2:33 PM
To: Nair, Abby <abby@trimaranadvisory.com>; McFarlane, Janice <janice.mcfarlane@canadalife.com>; Macleod, Trevor <Trevor.MacLeod@advicecanada.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Linda Denis <linda@trimaranadvisory.com>
Subject: [EXT] RE: IMPORTANT: Ongoing Access Issues with Product Illustration Software|| RepNet Password Reset || 24159852

Good afternoon Everyone, What puzzles me is that we were able to get updated illustrations for our clients with permanent policies with a sign in and a few clicks a few years ago. The illustrations were available immediately. What changed? Today

Good afternoon Everyone,
What puzzles me is that we were able to get updated illustrations for our clients with permanent policies with a sign in and a few clicks a few years ago. The illustrations were available immediately.

What changed? 

Today it is virtually impossible and has enormous delays.

Any insight into how illustration technology is going backwards and fixing the issues would be greatly appreciated.


 
Sandra Pollack, CFP, CLU, TEP, FEA, MFA-P
Founder and Principal
Trimaran Advisory Group Ltd.
680 Montreal Road  Ottawa ON  K1K 0T3
Tel: 613-744-1011 / Fax: 613-744-4883

            
	 

Click above to order your copy of
Don’t Leave a Mess!


From: Abhishruti Nair <abby@trimaranadvisory.com> 
Sent: Thursday, January 29, 2026 11:50 AM
To: McFarlane, Janice <janice.mcfarlane@canadalife.com>; Trevor MacLeod (trevor.macleod@canadalife.com) <trevor.macleod@canadalife.com>; Yarow, Salma <salma.yarow@canadalife.com>
Cc: Linda Denis <linda@trimaranadvisory.com>; Sandra Pollack <sandy@trimaranadvisory.com>
Subject: IMPORTANT: Ongoing Access Issues with Product Illustration Software|| RepNet Password Reset || 24159852
Importance: High

Hi Janice, Trevor & Salma,
I wanted to follow up regarding the ongoing issue our office has been facing with access to Product Illustration Software, which is still required to retrieve certain in-force illustrations for polices issued before 2016.
This issue was first escalated by our office back in October 2024, and unfortunately, we didn’t receive any resolution until around March 2025. After that, we noticed that some illustrations for policies before 2016 became accessible through Workspace, so we gradually stopped following up on Product Illustration Software access.
However, after requesting a few illustrations directly from the London Life office, we were advised to call the 1-800 number to have our Product Illustration Software access fixed. I did reach out and spoke with Kanwal over the phone (please also see his email below), who tried to reset the access but was unsuccessful. He mentioned that he had tried all possible options and would escalate the issue to the IT support team and get back.
I followed up again in mid to late December, just before the holidays, but unfortunately, I haven’t heard back since.
Now that annual reviews have started, the issue has resurfaced. While I was able to download some illustrations through Workspace, there are still a few that are not accessible there and require Product Illustration Software. This has put us back in the same difficult position.
At this point, we’re really hoping for a permanent solution. No one in our office currently has access to Product Illustration Software, which leaves us stuck and forces us to keep pushing urgent illustration requests through Salma and London Office team.
I have tied numerous times to change password or even try different id’s from our office and it shows the first message as.. 
 

Followed by trying to reset password and then it directs me to this page…AND WE KEEP MOVING IN CIRCLES…..
 

Sandy often meets clients with short notice—sometimes meetings are scheduled within just a couple of days, or even while she’s already in a meeting. Not having reliable access to these illustrations makes it very difficult for us to properly serve our clients in those situations.
We would really appreciate your help in getting this resolved once and for all.

On that note, @Yarow, Salma..we will be needing Lonodon Life office to provide us with the Inforce illustrations for a few of the policies.. I’ll reach out in a spearte email.

Kind regards,
 
Abby Nair
Client Experience and Marketing Associate
Trimaran Advisory Group Ltd.
680 Montreal Road  Ottawa ON  K1K 0T3
Tel: 613-744-1011 ext. 221 / Fax: 613-744-4883

   
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary , confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. 
Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement. 

From: Abhishruti Nair 
Sent: Wednesday, December 17, 2025 16:47
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: RepNet Password Reset || 24159852

Hi Kanwal,

Just wanted to check in if there has been any progress with resetting my RepNet password to access the Product Illustration software

Kind regards,
 
Abby Nair
Client Experience and Marketing Associate
Trimaran Advisory Group Ltd.
680 Montreal Road  Ottawa ON  K1K 0T3
Tel: 613-744-1011 ext. 221 / Fax: 613-744-4883

🎄 Holiday Mode: We’ll be out of the office from December 24th to January 4th spreading cheer🎅 We’ll be checking emails between sips of cocoa and bites of cookies🍪 and will get back to you as soon as we can✨.

   
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary , confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. 
Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement. 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Monday, December 01, 2025 12:06
To: Abhishruti Nair <abby@trimaranadvisory.com>
Subject: RepNet Password Reset || 24159852

Hello Abby, 

Please try enter your password at the following link: 

https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do 

Kanwal Khehra 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support
Opérations Canada     
C: kanwal.khehra@canadalife.com  
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-02-05T19:11:50.000+0000,False,False,005OH000006wv2TYAQ,2025-12-01T16:43:26.000+0000,005OH00000BFQFGYA5,2026-02-05T19:12:06.000+0000,005OH000006wv2TYAQ,2026-02-05T19:12:06.000+0000,(613)744-1011,(613) 558-5580,sandy@trimaranadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxdYEYAY,False,,24158591,0031600002G7TyAAAV,0015o000008CysqAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:26:37.000+0000,False,False,005OH00000245RQYAY,2025-12-01T16:26:37.000+0000,005OH00000245RQYAY,2025-12-01T16:26:38.000+0000,005OH00000245RQYAY,2025-12-01T16:26:38.000+0000,450-420-2555,,louise@groupefinancierlgc.com,(450) 420-2221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxe2vYAA,False,,24163875,0030A0000029jGeQAI,0010A000002w6oKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor unable to sign onto workspace , they had to start their registration , I was able to guide them to the correct path.
***************
Hi Jonathan, thank you for contacting the workspace support today.

To recap our call, we confirmed you have not registered for workspace at this time, you were able to locate your user ID to start your registration and have it successfully completed. If you have any issues, you can let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence",True,2025-12-01T17:52:15.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T17:36:45.000+0000,005OH00000BFQFCYA5,2025-12-01T17:52:15.000+0000,005OH00000BFQFCYA5,2025-12-01T17:52:15.000+0000,(403)225-0051,,,(888)812-5516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxeR3YAI,False,,24158586,003G000001EIHDKIA5,0010A000002wRwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:26:35.000+0000,False,False,0050A000000WjqvQAC,2025-12-01T16:26:35.000+0000,0050A000000WjqvQAC,2025-12-01T16:26:35.000+0000,0050A000000WjqvQAC,2025-12-01T16:26:35.000+0000,(613)967-6060,,julieobstfeld@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxeVvYAI,False,,24160376,0030A0000029phsQAA,0010A000002wC5oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor wanted to confirm workspace registration and compensation statement.
*******
Hi Shannon , thank you for contacting the workspace support today.
To recap our call, you wanted to confirm which codes you have that are set up within workspace to confirm H3386 is active within workspace to register the code H3385 you will have to contact distribution_methodology@canadalife.com for compensation statements Contracts&compensation@canadalife.com should be able to assist.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T17:04:44.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T16:50:28.000+0000,005OH00000BFQFCYA5,2025-12-01T17:04:44.000+0000,005OH00000BFQFCYA5,2025-12-01T17:04:44.000+0000,(519)753-9622,(226) 920-5956,smcmannis@cornerstonecfg.ca,(519)304-4548,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxk9uYAA,False,,24161111,003G0000018f6fcIAA,0010A000002wOdeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Seeking update on case# 24075615,Medium,"Case# 24075615 status shows that it is still open and look like there is no update yet. Tried to reach out to the assist line to check if this has been worked on and said that it should work this time.
============

Hi Robin,

Thank you for contacting the workspace support about an escalated case related to a Simple Protect application that is not going through.

Status of the case shows open , so we did try to reach out to the team that can check the status of the case and confirmed that it should be working. We tried to submit that application and it go through this time.

Appreciate your time and patience about this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-01T17:10:48.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T16:59:57.000+0000,005OH00000BFPZHYA5,2025-12-01T17:38:16.000+0000,005OH00000BFPZHYA5,2025-12-01T17:38:16.000+0000,(519)940-0934,(519) 217-1888,rbobechko@lifeandlegacy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxlYzYAI,False,,24159738,003G0000018f6wKIAQ,0010A000002wOyCQAU,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,005OH00000245RQYAY,2025-12-01T16:41:47.000+0000,005OH00000245RQYAY,2025-12-01T16:42:25.000+0000,005OH00000245RQYAY,2025-12-01T16:42:25.000+0000,(450)970-3026,(514) 424-8111,celine.paret@monarqueconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxlkOYAQ,False,,24164423,003G0000018f7opIAA,0010A000002wPvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy details - Error P202 - INC1923975,Medium,"****DDS****12/03/25 
Provided updates to the user via email

*** DDS 03DEC2025 ***
note from DAS:
The code   607139  AG GESTION FINANCIERE (2018) INC
RE: MARTIN LAJEUNESSE
Status:	TERMINATED

@DDS user should get the code updated , reach out  to GWLCompandContracting@canadalife.com to make this active GWL code. 

*** DDS 02DEC2025 ***

INC1923975 submitted 

****DDS****12/01/25 

Forwarded this case to Level 2 for resolution

****DDS****12/01/25 

ASA is unable to access the details of policy# 4658839. Advised ASA to send a screenshot of the error page including the URL at the top of the error page for further investigation 
 
============================================================================================= 
 
****Email Chain****

Bonjour Marie-Lou,

J’ai eu des nouvelles de la part de Soutien Technique Niveau 2. L’équipe a constaté que le code du conseiller lié à cette police (4658839) n’est pas actif. Veuillez demander à votre conseiller de contacter le département de contrats GWL par courriel pour faire la mise à jour de ce code : GWLCompandContracting@canadalife.com.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 11:55 AM
To: Gilbert, Marie-Lou <mlgilbert@agfinances.com>
Subject: RE: Cliente Monique Gosselin - Cas 24164423

Salut Marie-Lou,

Merci d’avoir fourni ces informations. 

J’ai transmis cette requête au Soutien Technique Niveau 2 pour enquête là-dessus et nous vous tiendrons informer dès qu’il y aura de nouveau.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Marie-Lou Gilbert <mlgilbert@agfinances.com> 
Sent: December 1, 2025 10:49 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Cliente Monique Gosselin - Cas 24164423

Bonjour, Voici ce que vous avez demandé. Bonne journée! Marie-Lou https: //workspace. canadalife. com/workspace/s/asset/02i0A000003L1irQAC/4658839 De : Workspace Support <WorkspaceSupport@ canadalife. com> Envoyé : 1 décembre 2025 12: 45 À :
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Voici ce que vous avez demandé.

Bonne journée!

Marie-Lou

https://workspace.canadalife.com/workspace/s/asset/02i0A000003L1irQAC/4658839

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 1 décembre 2025 12:45
À : Marie-Lou Gilbert <mlgilbert@agfinances.com>
Objet : RE: Cliente Monique Gosselin - Cas 24164423

Bonjour Marie-Lou,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la police 4658839.

Pour mieux vous assister, veuillez nous envoyer une capture d’écran de la page d’erreur incluant le message d’erreur et le lien URL sur le haut de cette page.

 



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 







From: Marie-Lou Gilbert <mlgilbert@agfinances.com> 
Sent: November 28, 2025 9:38 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Cliente Monique Gosselin

Bonjour, L’accès pour cette police # 4658839 n’est pas accessible dans l’espace affaires quand je veux ouvrir le produit. Svp, pouvez-vous corriger? Merci, Marie-Lou Gilbert Adjointe Administrative pour Martin Lajeunesse 19

Bonjour,

L’accès pour cette police # 4658839 n’est pas accessible dans l’espace affaires quand je veux ouvrir le produit.
Svp, pouvez-vous corriger?

Merci,

Marie-Lou Gilbert
Adjointe Administrative pour
Martin Lajeunesse

19 rue Notre-Dame est
Victoriaville, Qc
G6P 3Z4
Tél : 819-758-7922
Fax : 819-758-5634",True,2025-12-03T16:54:15.000+0000,False,False,005OH0000097FtCYAU,2025-12-01T17:44:05.000+0000,005OH0000097FtCYAU,2025-12-03T16:54:15.000+0000,005OH0000097FtCYAU,2025-12-03T16:54:15.000+0000,(819)758-7922,(819) 352-6321,mlajeunesse@agfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxmGYYAY,False,,24161418,003G0000018f7JDIAY,0015o000004yfjjAAA,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - KYC Report,Medium,"**WRS Email Thread** Dec 1 2025
Bonjour Georges,

Je comprends que le formulaire du document des états FRC semble ne pas fonctionner correctement. Pourriez-vous me préciser ce qui ne fonctionne pas exactement afin que nous puissions investiguer le problème?

En attendant, je vous ai envoyé un autre document FRC aujourd’hui pour que vous puissiez continuer votre travail sans interruption.

Merci de votre collaboration et n’hésitez pas à me contacter si vous avez besoin d’assistance supplémentaire.

Bonne journée,
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Georges Gaetan <georges.gaetan@evolution360.ca> 
Sent: November 22, 2025 10:42 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>; Gonthier, Martine <martine@evolution360.ca>
Subject: [EXT] RE: Mot de passe du document Excel - 23956042
Importance: High

Bonjour Wilfredy Il y a une erreur dans votre fichier excel La formule de la « FRC à échéance dans moins de 12 mois » ne fonctionne pas Ex : Il semble que le calcul ne se fasse pas correctement avec l’année 2024 Est-ce possible de nous
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Wilfredy
 
Il y a une erreur dans votre fichier excel
 
-	La formule de la « FRC à échéance dans moins de 12 mois » ne fonctionne pas
o	Ex :  
 
Il semble que le calcul ne se fasse pas correctement avec l’année 2024
 
Est-ce possible de nous retourner un rapport avec cette correction
 
Merci
 
Code : 30427
 
Georges Gaëtan, B.A.A., Pl. Fin.
Président - Planificateur financier
Conseiller en sécurité financière, Conseiller en assurance et rentes collectives 
Évolution 360° - Cabinet de services financiers
Représentant en investissement - Services d’investissements Quadrus ltée
 
 
1125 Rue Estelle, Mont-Tremblant, Qc J8E 2N9
Cel : 514-961-3772
georges.gaetan@evolution360.ca
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié.   Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.   Merci.  
The contents of this communication, including any attachment(s), are confidential and may be privileged.   If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.   Thank you.   
 			

 
 
De : Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Envoyé : 21 novembre 2025 17:14
À : Martine Gonthier <martine@evolution360.ca>
Cc : Georges Gaetan <georges.gaetan@evolution360.ca>
Objet : Mot de passe du document Excel - 23956042
 
Salut,
 
Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le relevé envoyé : 
 
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T17:03:48.000+0000,False,False,005OH000002iN7rYAE,2025-12-01T17:03:48.000+0000,005OH000002iN7rYAE,2025-12-01T17:03:48.000+0000,005OH000002iN7rYAE,2025-12-01T17:03:48.000+0000,(514)961-3772,(514) 961-3772,georges.gaetan@evolution360.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxnUOYAY,False,,24162524,0030A00000BnHKKQA3,0010A00000CNkgJQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Log in Assistance,Medium,"LIN CHEN (D4285)
user is having trouble logging into their workspace account
Directed user to reset their password.

Email:
----------
Hello Lin,

Thank you for contacting Workspace Support with regards to your log in error.

During the call, I walked you through your password reset process on the Workspace site.

Please let us know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T17:25:50.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T17:18:26.000+0000,005OH00000BGf2TYAT,2025-12-01T17:25:51.000+0000,005OH00000BGf2TYAT,2025-12-01T17:25:51.000+0000,(250)797-5806,(778) 776-8999,lin.chen.0104@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxnXZYAY,False,,24160033,0030A0000029jJ5QAI,0010A000002w6qWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"******DDS***** 12/01/2025
User needed help accessing workspace. Used KB0017316 for authentication. But there was an issue with the logmein session during support. So couldnt really assist the user much. User will be calling back later today, when they have access to a computer


***** email chain***
Hello Jing, 

     It was a pleasure speaking with you today. Unfortunately, we couldn’t get you back into workspace due to some other technical issues with your device. When you have access to a computer, you can still reach us at 1-800-475-7001, M-F from 8am-8pm est. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T17:28:27.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T16:46:01.000+0000,005OH00000BFQFHYA5,2025-12-01T17:28:27.000+0000,005OH00000BFQFHYA5,2025-12-01T17:28:27.000+0000,(604)647-0630,,mayya.yang@stanleyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxoIOYAY,False,,24164052,003OH000003rXfFYAU,001OH000004rWVrYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Confirmed that the advisor already received the activation code from DM, assisted in registering for he RepNet ID. Advised to wait 48 to 72 hours before registering to workspace to give the username to reflect into the system.

=============

Hi Lynette,

Thank you for contacting the workspace support about registering to your new workspace access.

We were able to confirm that your new activation code was received, and we were able to register successfully for your new user ID. Please give it 48 to 72 hours for the username to reflect into the system before registering to workspace.

Appreciate your time and patience going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-01T18:08:57.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T17:39:17.000+0000,005OH00000BFPZHYA5,2025-12-01T18:14:24.000+0000,005OH00000BFPZHYA5,2025-12-01T18:14:24.000+0000,(613)260-3333X225,,admin@sauvesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxp6NYAQ,False,,24160908,0030A0000096wxgQAA,0010A00000A4E4tQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing policy,Medium,"*** DDS Dec 1st, 2025 ***
User cannot find policy 37085913P as it is under code H8643 for which Lauren does not have access to on Workspace. Steps to delegate access included in email.
=============
Good afternoon Lauren,

It was a pleasure speaking with you today about policy 37085913P not found on Workspace.

Indeed when checking that policy it looks like it is under a Christopher advisor code that you do not have delegate access to at the moment.

To obtain delegate access, the advisor can get to their Workspace account, click on their initials in the top right and select “My Settings” and “Manage delegates”. There they can add a delegate and choose which policies to delegate to you to access on Workspace.

They can also request a third-party access to all clients under his advisor codes by filling out the TPA form attached and sending it to distribution_methodology@canadalife.com. The Distribution Methodology team will then set up that access for you to see those clients and also have the ability to write new applications for them.

I’m glad I was able to assist you today with this delegate access for a missing policy. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-01T18:03:20.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T16:57:22.000+0000,005OH00000AbJ7aYAF,2025-12-01T18:03:20.000+0000,005OH00000AbJ7aYAF,2025-12-01T18:03:20.000+0000,(902)429-3283,,lauren@martellowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxpKrYAI,False,,24160343,0030A0000029btMQAQ,0010A000002w0jZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:50:03.000+0000,False,False,0055o000002DK5fAAG,2025-12-01T16:50:03.000+0000,0055o000002DK5fAAG,2025-12-01T16:50:04.000+0000,0055o000002DK5fAAG,2025-12-01T16:50:04.000+0000,(905)646-5000,2899692206,bill.brewer@ipcc.org,(905)646-0075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxpRRYAY,False,,24165521,0030A0000029mCHQAY,0010A000002w9COQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T17:59:07.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T17:59:07.000+0000,005OH000003ds0PYAQ,2025-12-01T17:59:07.000+0000,005OH000003ds0PYAQ,2025-12-01T17:59:07.000+0000,(613)888-9418,,finance@ryansatnik.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxqbwYAA,False,,24161371,0030A0000029Us5QAE,0010A000002vuvEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy details - Error P051 - INC1923224,Medium,"****DDS****12/02/25 
Informed user they should be able to see the details of the policy via email

*** DDS 02DEC2025 ***
details visible, assigning back to Lawrie to email as they are FR

*** DDS 01DEC2025 ***
INC1923224 submitted

****DDS****12/01/25 

Advisor DANNY TREMBLAY is unable to access details of policy 69100085P. Policy is active in Copilot, but shows pending in SF
As per KB0020732, case has been escalated to Level 2 for resolution.
 
============================================================================================= 
 
****Email Chain****

Bonjour Anik,

Juste pour vous informer que le problème du message d’erreur ERR-P051 a été résolu. Vous devrez être capable de voir les détails de cette police dans l’Espace Affaires. S’il vous plait veuillez confirmer que tout est correct de votre côté. 

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 10:11 AM
To: Pilon, Anik <Anik.Pilon@iggpp.ca>
Subject: RE: Message d'erreur pour visualiser le Produit du client 16162657 Canada Inc - Cas 24161371

Bonjour Anik,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant l’adresse de la police 69100085P.

Cette requête a été transmis au Soutien Technique Niveau 2 et nous vous tiendrons informer dès qu’il y aura de nouveau.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Pilon, Anik <Anik.Pilon@iggpp.ca> 
Sent: December 1, 2025 9:10 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Message d'erreur pour visualiser le Produit du client 16162657 Canada Inc

Bonjour, Je reçois le message d’erreur ERR-P051 lorsque j’essaie d’accéder aux détails de la nouvelle assurance vie individuelle de mon client 16162657 Canada Inc. No de police 69100085P. Voir les deux pièces jointes. Merci
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Je reçois le message d’erreur ERR-P051 lorsque j’essaie d’accéder aux détails de la nouvelle assurance vie individuelle de mon client 16162657 Canada Inc.  No de police 69100085P.  Voir les deux pièces jointes.

Merci de régler ce problème rapidement,


Anik Pilon, Adjointe Administrative, Équipe Danny Tremblay
8-103, rue Georges, Gatineau (Québec) J8M 1A1 
Tél. : 819-281-8263 | www.equipetremblay.com

 
Pour une approche intégrée de vos finances personnelles et corporatives.

« Veuillez noter que les directives reçues par courriel, télécopieur ou messagerie texte ne seront pas traitées avant que j’aie examiné votre dossier et discuté avec vous des directives en question. Par conséquent, le prix en vigueur au moment où vous laissez votre message n’est pas garanti. » « Please note trade instructions received by email, fax, or text will not be processed until I've had the opportunity to review your file and discuss the transaction request.  Consequently, no pricing is guaranteed by leaving the message. »",True,2025-12-02T17:52:11.000+0000,False,False,005OH0000097FtCYAU,2025-12-01T17:03:16.000+0000,005OH0000097FtCYAU,2025-12-02T17:52:11.000+0000,005OH0000097FtCYAU,2025-12-02T17:52:11.000+0000,(819)243-6497,8199218185,danny.tremblay@iggpp.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxr4vYAA,False,,24160641,0030A000008N8yaQAC,0010A000009GGwmQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T16:53:54.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T16:53:54.000+0000,005G0000002gxxjIAA,2025-12-01T16:53:54.000+0000,005G0000002gxxjIAA,2025-12-01T16:53:54.000+0000,(514)966-0645,,philippe.v.tardif@clario.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxrHrYAI,False,,24162234,003G0000018f6psIAA,0010A000002wOrbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T17:14:19.000+0000,False,False,005OH00000245RQYAY,2025-12-01T17:14:19.000+0000,005OH00000245RQYAY,2025-12-01T17:14:20.000+0000,005OH00000245RQYAY,2025-12-01T17:14:20.000+0000,(514)262-8573,(514) 262-8573,quyen.tran@qtservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxrHtYAI,False,,24163545,0030A0000029oGjQAI,0010A000002wAwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T17:32:16.000+0000,False,False,005OH000004pk06YAA,2025-12-01T17:32:16.000+0000,005OH000004pk06YAA,2025-12-01T17:32:16.000+0000,005OH000004pk06YAA,2025-12-01T17:32:16.000+0000,(416)787-1366,(416) 452-1393,kevin@gicwealth.ca,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxt8PYAQ,False,,24162138,0031600002ar72IAAQ,0010A000002wOHpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product Details,Medium,"***DDSSL Dec 1 2025***

Caller reported the product details for a specified policy show as First to Die when the initial app is listed as Last to die 
Will need escalation to DHAS 

===Email Chain===

Good afternoon Kay, 

Thank you for following up with us and for providing these details. 
It is much appreciated. 
We have escalated this issue to the Digital Lab team for deeper investigation and insight. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Hira, Kay <Kay.Hira@canadalife.com> 
Sent: December 1, 2025 11:31 AM
To: WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Cc: Donvito, Gillian <Gillian.Donvito@canadalife.com>
Subject: RE: AAP - Gold Leaf - De Zen 69093823T Online Summary error - INC1922936

Hello 

password is the last 4 digits of the policy number.

Thanks

Kay Hira  ACS  CSC
Business Development Consultant I Advanced Advisor Practices
Kay.Hira@canadalife.com I 416-756-8680    

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Administration - access Relay for fast answers to your wealth and insurance forms, contacts and process questions. Watch this video to learn more about Relay
Wealth Tools - access the Wealth process toolkit for investment tools and training options
Canada Life Illustrations - Inforce
Canada Life Illustrations - Learning and support

From: WorkspaceEscalations <WorkspaceEscalations@canadalife.com> 
Sent: December 1, 2025 10:37 AM
To: Hira, Kay <Kay.Hira@canadalife.com>
Cc: Donvito, Gillian <Gillian.Donvito@canadalife.com>
Subject: RE: AAP - Gold Leaf - De Zen 69093823T Online Summary error

Good morning Kay, 

Thank you for contacting the Workspace Escalations team. We understand that the mentioned product summary appears to be displaying incorrect information in Workspace. We are happy to assist you with this matter. 

At your earliest convenience, could you please provide us with a few additional details? 
We do see that the attached pdf for the contract is password protected, and we are unable to open the document. 
Are you able to share the password with us so that me may be able to view the document and escalate to the appropriate party if necessary? 

We look forward to hearing from you. 

Thank you and have a great day!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Hira, Kay <Kay.Hira@canadalife.com> 
Sent: November 28, 2025 11:01 AM
To: WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Cc: Donvito, Gillian <Gillian.Donvito@canadalife.com>
Subject: FW: AAP - Gold Leaf - De Zen 69093823T Online Summary error
Importance: High

Hello WS escalation team

Can you please review this request and confirm back once the error has been fixed

Thanks

Kay Hira  ACS  CSC
Business Development Consultant I Advanced Advisor Practices
Kay.Hira@canadalife.com I 416-756-8680    

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Administration - access Relay for fast answers to your wealth and insurance forms, contacts and process questions. Watch this video to learn more about Relay
Wealth Tools - access the Wealth process toolkit for investment tools and training options
Canada Life Illustrations - Inforce
Canada Life Illustrations - Learning and support


From: Russell McMahon H.B.Comm, CFP®, CRM <russell@goldleaf.inc>
Sent: Friday, November 28, 2025 10:46 AM
To: Donvito, Gillian <Gillian.Donvito@canadalife.com>
Subject: [Not Virus Scanned] [EXT] AAP De Zen 69093823T Online Summary
 
This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
Report Suspicious
 
Hi Gillian,
 
Not exactly sure who to go for this, but I notice that the online summary from Workspace differs from the signed contract. This was a special quote for Term 10 JLTD that expired after year 10. The summary (see attached) shows joint first to die with a renewal rate. Maybe a correction to Workspace is needed?
If you have any questions or concerns, please do not hesitate to contact me.
Thanks,
 
 	 	Russell McMahon H.B.Comm, CFP®, CRM
Wealth & Estate Planner
Gold Leaf Financial Group Inc.
		 	PROUDLY CANADIAN OWNED
 	1 (866) 795-5143
 	russell@goldleaf.inc

 	(705) 885-1807
 	2158 Armstrong Street, Sudbury, Ontario, P3E 5G9

 	 	 	 	 


 	
________________________________________
PLEASE NOTE: Our email domain has recently changed from @goldleaffg.com to @goldleaf.inc. Kindly update your records to ensure uninterrupted communication.
IMPORTANT: The contents of this email and any attachments are confidential. They are intended for the named recipient(s) only. If you have received this email by mistake, please notify the sender immediately and do not disclose the contents to anyone or make copies thereof. Please note: Trade instructions cannot be accepted by email or fax.
 	Client Survey: How was your experience with Gold Leaf Financial Group Inc?",True,2025-12-03T14:09:50.000+0000,False,False,005OH000001yNnaYAE,2025-12-01T17:12:52.000+0000,005OH000001yNnaYAE,2025-12-03T14:09:50.000+0000,005OH000001yNnaYAE,2025-12-03T14:09:50.000+0000,(705)885-1805,,russell@goldleaf.inc,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxtgGYAQ,False,,24165082,0030A0000029hhsQAA,0010A000002w5XyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP application inquiry,Medium,"****DDS****12/01/25 

User was unable to go past the medical questionnaire part of the application 60922659-5. User logged back into WS and was able to go past that page and completed the application.
 
============================================================================================= 
 
****Email Chain****

Bonjour Nancy,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la proposition 60922659-5.

Lors de notre appel, vous avez accédez la proposition et vous avez réussi à aller sur la page suivante. Et vous avez ainsi complété la proposition avec succès. 

S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T18:07:55.000+0000,False,False,005OH0000097FtCYAU,2025-12-01T17:52:56.000+0000,005OH0000097FtCYAU,2025-12-01T18:07:55.000+0000,005OH0000097FtCYAU,2025-12-01T18:07:55.000+0000,(450)830-4055,(450) 830-4055,nancy.dube@cabn.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxusQYAQ,False,,24161498,0030A0000029cwMQAQ,0010A000002w1XNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New Business Webb app,Medium,"Advisor needed assistance to  put banking info into application , I guided them the correct way.
***************
Hi Antoney , thank you for contacting the workspace support today.
To recap our call, you needed assistance to locate an application you are working on we did a remote session and navigated to the application , then I assisted you with the banking format to move forward with the application # 609233443. If you have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T17:18:10.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T17:04:52.000+0000,005OH00000BFQFCYA5,2025-12-01T17:22:10.000+0000,005OH00000BFQFCYA5,2025-12-01T17:22:10.000+0000,(416)283-8899,,antoney@goldmax.ca,(416)283-8819,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxwKlYAI,False,,24163252,003OH00000VJSoNYAX,001OH00000cBvOiYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User needs assistance with registering for Workspace. 

Code: H7586
Email: r.mirzaeinaci@gmail.com 

******************************************************
Good afternoon, 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with registering for your Workspace account. You are now set up for the two-factor authentication, during Workspace login it will now request a confirmation through the Google authenticator.  
 
If you have any questions or need further assistance, we’re here to help

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T17:28:03.000+0000,False,False,005OH00000BG5v4YAD,2025-12-01T17:28:03.000+0000,005OH00000BG5v4YAD,2025-12-01T18:09:17.000+0000,005OH00000BG5v4YAD,2025-12-01T18:09:17.000+0000,(647)914-6941,,r.mirzaeinaci@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxxK2YAI,False,,24161759,003G0000018f6psIAA,0010A000002wOrbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T17:08:13.000+0000,False,False,005OH00000245RQYAY,2025-12-01T17:08:13.000+0000,005OH00000245RQYAY,2025-12-01T17:08:14.000+0000,005OH00000245RQYAY,2025-12-01T17:08:14.000+0000,(514)262-8573,(514) 262-8573,quyen.tran@qtservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gxzDlYAI,False,,24162002,003OH00000Qmg1KYAR,001OH00000WaKUDYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"*12/1*
----------------

Sean Rochon
h5169
i am trying to sign up for workspace, i have been trying for many months, they sorted out the issues, err w1507
reset pw in ISAM and emailed 
walked through pw reset on repnet
user was able to successfully complete registration and sign in. 

*email*
----------------

Good afternoon John, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to register for Workspace but were receiving err w1507. This was due to an incorrect Repnet ID or password. We were able to reset your Repnet password and walk you through the password reset successfully. Then you were able to proceed with completing your registration and logging in. If you have any questions or concerns, please reply to this email.

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T17:36:11.000+0000,False,False,005OH000008919xYAA,2025-12-01T17:11:14.000+0000,005OH000008919xYAA,2025-12-01T17:36:11.000+0000,005OH000008919xYAA,2025-12-01T17:36:11.000+0000,(306)975-3822,,john.rochon@cibc.ca,(780)429-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gy161YAA,False,,24167991,003OH00000V3rsNYAR,001OH00000bsr5UYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Successfully assisted the user in registering to workspace.
=============

Hi Nastaran,

Thank you for contacting the workspace support about registering to workspace.

We were able to authenticate you, confirmed that activation code was received and created your user ID/RepNet ID. We were able to guide you accordingly and register to workspace successfully. Please keep in mind that everything will load up into the system with 24 to 48 hours.

Appreciate your patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-01T18:57:16.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T18:30:23.000+0000,005OH00000BFPZHYA5,2025-12-01T19:03:50.000+0000,005OH00000BFPZHYA5,2025-12-01T19:03:50.000+0000,(437)239-6158,,nastaran.jp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gy39JYAQ,False,,24162727,0030A0000029pIyQAI,0010A000002wBn2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA form,Medium,"Advisor wants to provide access to their staff member. Form sent.
CHRISTOPHER PAUL BRITTON
B7748

Hello Chris,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

To recap, you want to provide delegate access to your support staff member. I have attached the form with this email. Please fill ot the form and send it to distribution methodology team at Distribution_Methodology@canadalife.com. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T17:32:21.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T17:21:07.000+0000,005OH00000BFiyTYAT,2025-12-01T17:32:22.000+0000,005OH00000BFiyTYAT,2025-12-01T17:32:22.000+0000,(902)429-3283,,chris@martellowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gy3CaYAI,False,,24165623,003OH00000B56uWYAR,001OH00000DMqGoYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/1*
----------------
ALEX LIBER 
H0160
disconnected MFA and walked through reconecting 

*email*
----------------
Good afternoon Alex, 

Thank you for contacting the Workspace Support Team with your MFA reset inquiry. 

You wanted to reset your MFA to log into Workspace. Unfortunately, at this time we were unable to aid you with your request and advised you needed to confirm that information with your leadership before you called back. If there are questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T00:11:38.000+0000,False,False,005OH000008919xYAA,2025-12-01T18:00:37.000+0000,005OH000008919xYAA,2025-12-02T00:11:39.000+0000,005OH000008919xYAA,2025-12-02T00:11:39.000+0000,(778)655-6219,,warren@coveadvisors.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gy3hMYAQ,False,,24170506,003OH00000Cq6dZYAR,001OH00000FPgN1YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:02:15.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T19:02:15.000+0000,005G0000002gxxjIAA,2025-12-01T19:02:15.000+0000,005G0000002gxxjIAA,2025-12-01T19:02:15.000+0000,(514)822-4270,819-209-9779,patrick.gaskell@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gy5KwYAI,False,,24171302,003OH00000RWMAnYAP,001OH00000XRjcaYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre Access - INC1923301,Medium,"*** DDS 05DEC2025 ***
L1 followed up with user.

DAS**05 Dec 2025

As per Quadrus note, user was missing salesforce number, this was added and connect with end user. Please verify 


*** DDS 01DEC2025 ***
INC1923301 submitted for IC SSO issue
***DDS 2025-12-01***
User was having issues accessing Investment Centre.
DDS tried clearing cache and cookies but was still unsuccessful.
 
================================================================================
****Email Chain**
Bonjour Raphael,

Nous avons des bonnes nouvelles pour vous! Notre équipe technique a investigué votre problème d’accès et il semble que ce problème est résolu. Pouvez-vous essayer d’accéder au Centre d’Investissement et laissez-nous savoir si vous êtes maintenant capable d’entrer sans erreur?

Si vous avez toujours des problèmes avec votre accès ou si vous avez des autres questions concernant l’Espace Affaires, n’hésitez pas à répondre à ce courriel et nous pourrons vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support 
Sent: December 1, 2025 2:30 PM
To: Ouimet, Raphael <raphael.ouimet@gcontactplus.com>
Subject: Accès Centre Investissement - Cas 24171302 - INC1923301

Bonjour Raphael,

Merci pour votre appel concernant votre accès au Centre d’Investissement. Nous avons donné cette requête à notre équipe technique et nous vous informerons une fois qu’ils nous donnent une mise à jour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T19:05:15.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T19:12:18.000+0000,005OH00000AX0rVYAT,2025-12-11T19:05:15.000+0000,005OH00000AX0rVYAT,2025-12-13T02:02:00.000+0000,(514)248-7395,,raphael.ouimet@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gy8VcYAI,False,,24169076,0030A0000029oh6QAA,0010A000002wBIuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"******DDS***** 12/01/2025
User was having issues signing into workspace, did a logmein session and noticed user was under the wrong channel. Switched it user was able to sign in. 



*****email chain******
Hello Charlene, 

     It was a pleasure assisting you today. 

     Just want to ensure to update the channel when trying to sign in to, MGA ( Managing general agency). If you have any questions, please don’t hesitate to reach out. Have a good day!
 
     I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
   
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T18:52:07.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T18:43:29.000+0000,005OH00000BFQFHYA5,2025-12-01T18:52:07.000+0000,005OH00000BFQFHYA5,2025-12-01T18:52:07.000+0000,(403)358-2695,,charlene@charwoitfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyByAYAU,False,,24170562,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:02:54.000+0000,False,False,005OH00000245RQYAY,2025-12-01T19:02:54.000+0000,005OH00000245RQYAY,2025-12-01T19:02:54.000+0000,005OH00000245RQYAY,2025-12-01T19:02:54.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyDohYAE,False,,24168878,0030A0000029laWQAQ,0010A000002w8jQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace - fasat web links missing - INC1923214,Medium,"****Dec 10, 2025

FasatWeb is now accessible through Workspace

=============================================================================

*12/1*
----------------
barry twerdun
h3896
unable to get my commision statements, cannot access fasat web, 
away for a week, FASAT link is missing 
impersonated user and verified their link to FASAT is not there. 

Caller name:barry twerdun
phone number: 2047736314
Caller email address: barry@twerdunwealth.com
What happens when they try to click through? its missing 
What exact error message is received? no error 
When did it last work? 10 days ago while i was in Alberta and BC
Browser being used
Firefox
Full Page Screenshot

*email*
----------------

Hello Barry,

Thank you for your patience while our digital partners investigate the issue with accessing FasatWeb through Workspace.

The good news is that the FasatWeb link is now accessible in your Workspace account. Log in at anytime to view.

 

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 1:02 PM
To: barry@twerdunwealth.com
Subject: ****Case 24168878**** - INC1923214 - Phone Call Follow-Up

Hello Barry,

Thank you for reaching out to the Workspace Support team regarding an issue you have accessing FasatWeb through Workspace. I’d be happy to assist you.

I have gone ahead and escalated this to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T00:13:40.000+0000,False,False,005OH000002iN7pYAE,2025-12-01T18:41:01.000+0000,005OH000008919xYAA,2025-12-10T18:11:19.000+0000,005OH000002iN7pYAE,2025-12-10T18:11:19.000+0000,(204)489-1308,,barry@twerdunwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyEOAYA2,False,,24169834,0031600002RdvjwAAB,0010A000002wNtUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,"**EMAIL**

Hi Joseph,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
YQKQ7WDAXQ

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Joseph,

Please find the attached file of MAS (Wrap) Fee and PAC/AWD (Nominee) summary report on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Hi,

Report Q503 PAC AWD Summary Report FRANCIS, J 9917-34639.xlsx is available now in the Ad-Hoc Folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: November 26, 2025 3:55 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID309

Item ID309 has been added Chen, Carmen 11/26/2025 2: 54 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



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 Item ID309 has been added
		
 
Chen, Carmen
11/26/2025 2:54 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report 

Column Requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-34639 

Column and data filer requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-34639 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/28/2025 

Requestor Name and Organization :	JOSEPH FRANCIS, BOLD FINANCIAL SOLUTIONS INC (PBOL) 

MI Specialist:	

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-34639 

Advisor Name:	JOSEPH FRANCIS 

Dealer Code:	9917-34639 

Rep Code as it appears in Unitrax:	9917-34639 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
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Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Joseph Francis
Code: 34639

Please email it to joe@boldfinancialsolutions.ca",True,2025-12-01T18:53:22.000+0000,False,False,005OH0000071DK9YAM,2025-12-01T18:53:22.000+0000,005OH0000071DK9YAM,2025-12-01T18:53:22.000+0000,005OH0000071DK9YAM,2025-12-01T18:53:22.000+0000,(226)378-7748,(226) 378-7748,joe@boldfinancialsolutions.ca,(519)435-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyEuOYAU,False,,24167260,0031600002YSBrVAAX,0010A000002wODeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"CURTIS FRASER	
ll35215

Advisor was having login issues. Help them to verify their information entered and then change the verification method for salesforce authenticator to enter the code. They were able to login successfully.

Hello Curtis,

Thank you for calling workspace team with login issue. I am so happy to take your call today.

In our today’s call, you were having issues with login. You double checked the information you entered and then it takes you to verify login page. I help you to find authenticator in your phone. You found salesforce authenticator. Then I provided steps to change the verification method for salesforce authenticator so you can enter the code. You put the six-digit code and it allows you to login successfully.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T18:32:47.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T18:21:37.000+0000,005OH00000BFiyTYAT,2025-12-01T18:32:47.000+0000,005OH00000BFiyTYAT,2025-12-01T18:32:47.000+0000,(778)552-5424,(778) 552-5424,curtis@pfsg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyEw0YAE,False,,24167661,0030A0000029gA6QAI,0010A000002w4E2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T18:26:40.000+0000,False,False,0055o000001NWfMAAW,2025-12-01T18:26:40.000+0000,0055o000001NWfMAAW,2025-12-01T18:26:41.000+0000,0055o000001NWfMAAW,2025-12-01T18:26:41.000+0000,(416)722-3837,,garyfarwaha@gmail.com,(905)703-1566,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyFSGYA2,False,,24167269,003G0000018f6ZIIAY,0010A000002wOWNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T18:21:45.000+0000,False,False,0050A000000XQhmQAG,2025-12-01T18:21:45.000+0000,0050A000000XQhmQAG,2025-12-01T18:21:45.000+0000,0050A000000XQhmQAG,2025-12-01T18:21:45.000+0000,(902)220-1271,(902) 220-1271,chris@cpbarrettfinancial.com,(902)425-9518,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyGkwYAE,False,,24167167,0030A0000029pB3QAI,0010A000002wBgoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T18:20:25.000+0000,False,False,005OH000004oiYEYAY,2025-12-01T18:20:25.000+0000,005OH000004oiYEYAY,2025-12-01T18:20:25.000+0000,005OH000004oiYEYAY,2025-12-01T18:20:25.000+0000,(705)942-6787,(705) 255-1065,mpigeon@wealthyourway.ca,(705)942-3515,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyGo7YAE,False,,24173321,003G0000018f6ZIIAY,0010A000002wOWNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:36:51.000+0000,False,False,0050A000000XQhmQAG,2025-12-01T19:36:51.000+0000,0050A000000XQhmQAG,2025-12-01T19:36:52.000+0000,0050A000000XQhmQAG,2025-12-01T19:36:52.000+0000,(902)220-1271,(902) 220-1271,chris@cpbarrettfinancial.com,(902)425-9518,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyHFcYAM,False,,24169640,003OH0000031KpOYAU,001OH000003niiwYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Needs help setting up authenticator,Medium,"•	Reason for call: Help setting up authenticator 
Authentication: Yes/No, which rotation: Failed authentication
•	Troubleshooting steps completed: n/a
•	Email correspondence: n/a
•	Source of triage (e.g., “As per KBA001234”): KB0021888",True,2025-12-01T18:57:23.000+0000,False,False,005OH00000BFQFGYA5,2025-12-01T18:50:56.000+0000,005OH00000BFQFGYA5,2025-12-01T18:57:23.000+0000,005OH00000BFQFGYA5,2025-12-01T18:57:23.000+0000,(778)865-6938,,martin.jiang@mjfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyHIoYAM,False,,24168100,003G0000018f6lhIAA,0010A000002wOnRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Password Reset,Medium,"•	Reason for call: Unlock WS account, password reset
Authentication: Yes/No, which rotation: Yes, December rotation
•	Troubleshooting steps completed: unlocked account via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0021888  

==========================
Hello Jing, 

Thank your contacting Workspace Support. It was our pleasure in helping you unlock your Workspace account and to reset your password. 

Your voice matters. Let us know what you thought about the quality of service provided by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T18:47:10.000+0000,False,False,005OH00000BFQFGYA5,2025-12-01T18:31:43.000+0000,005OH00000BFQFGYA5,2025-12-01T18:47:52.000+0000,005OH00000BFQFGYA5,2025-12-01T18:47:52.000+0000,(416)789-3691,,jeff.zhang@shenglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyHXRYA2,False,,24173976,0030A0000029l0kQAA,0010A000002w8E3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Authenticator Issues,Medium,"***DDS 2025-12-01***
User was having issues logging into Workspace using Authenticator.
DDS noticed in screenshot that user had QR code for browser authenticator so provided instructions to use browser authenticator and offered a call.
 
================================================================================
****Email Chain**
Hello Colin,

Thank you for contacting the Workspace Support team regarding your Authenticator issue. The screen you are seeing means that you already have an Authenticator app connected to your Workspace account. From your screenshot, we can see that you have the browser extension Authenticator.

Please follow these steps to login to your Workspace account using the browser extension Authenticator:
1.	Ensure you are using Microsoft Edge, as the browser extension seems to be installed on Edge
2.	Go to the following link https://workspace.canadalife.com
3.	Enter your username and password
4.	When asked Verify Your Identity, click the QR icon on the top right of your screen (screenshot included)
5.	Click on the number to copy it
6.	Click on the Verify code text box and paste the code into the Verify field using Ctrl+V
7.	Click Verify
 

If you are having issues with these steps or if you require further assistance, feel free to reply to this email or give us a call at 1-800-475-7001 and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: November 28, 2025 2:51 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Colin James <colin@colinjamesfinancial.com>; Soebijono, Widya <widya.soebijono@hubfinancial.com>
Subject: Colin James - Issues with Authenticator and Workspace Login needs help ASAP 

Hi @CL Workspace Support,

Please connect with Colin James directly to help with his authenticator issues, he needs to be able to log into Workspace.

Regards, 
Colin James, BA, CFP®
Certified Financial Planner / Group Benefits Specialist 
T:    604.637.0330
TF:  800.510.0854
colin@colinjamesfinancial.com
 

Our head office team created this resource to help with multi-factor authentication: Multi-Factor Authentication Coming to Workspace
Service Desk directly at 1-800-475-7001 for any Workspace related issue.
https://www.acp.canadalife.com/news/all/2025-q2/multi-factor-authentication-for-workspace-direct.html

Thank you, 
Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC   V7X 1K8

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.

 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


Hi Stephanie, Could you pls. connect Colin with your Technical Support to guide him through the Authentication process per below? Thank you!!! Risk & Insurance | Employee Benefits | Retirement & Private Wealth Ready for tomorrow. Widya
ZjQcmQRYFpfptBannerStart
From: Colin James <Colin@ColinJamesFinancial.com> 
Sent: November 21, 2025 6:33 PM
To: 'Kong, Fei' <fei.kong@hubfinancial.com>
Subject: RE: Important Updates from Canada Life: MFA, Advisor Chat & Service Enhancements

Hello Fei,

There’s no option to choose the authenticator when I login.  I don’t see these options to select such:






 


Here’s what happens, thus stuck:

 

Regards, 
Colin James, BA, CFP®
Certified Financial Planner / Group Benefits Specialist 
T:    604.637.0330
TF:  800.510.0854
colin@colinjamesfinancial.com
 
              
 
I recognize and acknowledge the traditional and unceded territories of the Qayqayt First Nation, as well as all Coast Salish peoples on whose land I live and work.
 
This email and any attachments contain information that is confidential and may be subject to legal privilege.  If you are not the intended recipient you must not use, distribute or copy this email. If you have received this email in error please notify the sender immediately and delete this email.
 
From: Kong, Fei <fei.kong@hubfinancial.com> 
Sent: July 31, 2025 3:42 PM
To: Colin James <colin@colinjamesfinancial.com>
Subject: FW: Important Updates from Canada Life: MFA, Advisor Chat & Service Enhancements

Hi Colin,

Thank you for reaching out.

Please check the email below from Canada Life and let me know if you still have questions.

Best regards,

Schedule an appointment with me.


 
 
Risk & Insurance | Employee Benefits | Retirement & Private Wealth
Ready for tomorrow.
 
Fei Kong (He/Him/His)
Director, Business Development 


HUB Financial Inc.
AEP Building #10, 210-10271 Shellbridge Way
Richmond,BC V6X 2W8
 
Office: 604-249-3580
Cell: 778-956-1478
Toll-free: 888-227-2802
Fax: 604-270-2893
Email: fei.kong@hubfinancial.com
  
www.hubfinancial.com
 
       

 
Click Here for privacy disclaimer





 	 



 	
New digital security enhancements protect you and your clients
	With fraud attempts on the rise across the industry, we’re taking steps to better protect your business and your clients’ information. Started mid-June, we’ve launched the multi-factor authentication (MFA) for both Workspace and My Canada Life.

How to set it up on Workspace:
•	Download a multi-factor authenticator tool.
o	We recommend the free Salesforce Authenticator for your mobile device - Opens in a new window as it works best with Workspace.
	For iPhone, get the app from the App Store - Opens in a new window.
	For Android devices, get the app from Google Play - Opens in a new window.
o	You can also try a different authenticator app (e.g. Google Authenticator or Microsoft Authenticator).
o	Setting up and using a non-Salesforce Authenticator - Opens in a new window
o	There is also a browser-based authentication option if you choose to use this option instead of Salesforce Authenticator.
•	Consult frequently asked questions.

Video Demo:
Multi-factor authentication in Workspace 
For technical support, please call Workspace Support at 1-800-475-7001

	

 	
Answers at your fingertips: Advisor support chat starting July 14
	What is advisor support chat in Workspace?
Advisor support chat is a fast, secure way to get real-time help – no phone call needed. Whether you need answers about transactions, forms or processes, chat is built right into Workspace and tailored to support your individual insurance and wealth business. It helps you and your team spend more time focusing on clients and growing your business.

How does it work:
Get support from expert service representatives for:
•	Key transactions like policy specific inquiries, information on payment and banking updates
•	Guidance on processes, help finding forms, and contact information for the right person or team
Daily hours of operation
English: 6 a.m. to 4 p.m. PT
French: 6 a.m. to 1:30 p.m. PT
Simplified and Traditional Chinese: 9 a.m. to 1 p.m. PT (non-policy specific)
•	Available for all advisors and their support teams
•	Access in Workspace under the Support tab  
•	No commitment – use it as you need it
Other things to know
•	Stay in the chat until the session ends to ensure a quick resolution.
•	For security, advisors may be asked to provide their advisor code for policy-specific chat questions.

Check Advisor support chat for more details.

	

 	
Our Commitment to Service Excellence: Distribution Compensation & Contracting Operational Update

As part of our ongoing efforts within the Distribution Compensation & Contracting team to enhance operational efficiency and deliver a better experience for our advisors, we’ve established a set of Service Level Agreement (SLA) standards that we are committed to achieving. 

To support this, we’ve developed an internal reporting dashboard that we’ll report weekly on two high-volume transaction types per Functional team, where we receive the highest volume of requests and anticipate the greatest advisor impact.

Our Goal
Bring all process requests to at least 75% within service standard by the end of Q3, with continued improvements toward 100%.

What We’re Doing to Improve
We’ve implemented several targeted strategies to accelerate our progress:
•	‘Blitz’ Days to focus efforts on high-impact areas
•	Overtime opportunities to increase capacity
•	Engaging weekly contests to drive motivation and performance
•	Training new hires on high-volume request types to quickly expand team capacity
•	Cross-training within sub-teams to enhance flexibility and coverage
	


	
	 

 
Operations update
Insurance



	 
	Wealth










 
Canada Life and design are trademarks of The Canada Life Assurance Company. 
 



 



Should you have any questions or require further clarification, please do not hesitate to reach out.

Thank you!

Amber Wang
Business Service Associate  |  Independent Distribution, BC
amberhanyi.wang@canadalife.com  |  604-648-3007
*New* Canada Life Advisor Rewards
Start qualifying today and take your business to new heights.
You can qualify for both insurance and wealth bonuses.

Advisor Workspace Login – Canada Life
Lower term rates and best application experience yet
SimpleProtect application updates to term, single-life policies
Introducing a streamlined digital term conversion application experience

What's on Workspace and what's coming soon

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-01T19:45:21.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T19:45:21.000+0000,005OH00000AX0rVYAT,2025-12-01T19:45:38.000+0000,005OH00000AX0rVYAT,2025-12-01T19:45:38.000+0000,(604)637-0330,,colin@colinjamesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyHc9YAE,False,,24171753,003OH00000YIE11YAH,001OH00000hEaBDYA0,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Caller is attempting to register for Workspace and receiving ERR-W1524 - WSL,Medium,"Caller is attempting to register for Workspace and receiving ERR-W1524

User is an advisor but their ISAM permissions have been setup incorrectly (iiipWorkspaceMAExternalReg instead of iiipWorkspaceAdvisorReg)

SF Contact ID: 003OH00000YJPtrYAH
Username: PAUL CHRISTOPHER LEWIS
User ID: Paul5670

=======================emails====================

HI Jeff, 
Paul and I were on the phone with Workspace support first thing this morning. There is a ticket open and is being escalated.
I’m on it.  
Marygrace Franchino PMP
Business Development Consultant
Book an Appointment



Hi Marygrace,
I don’t know what this all means …
Can you just stay on them . I know this is not you ….maybe it is me ….I don’t know .
We just need to get this done …5 weeks . Paul has business to submit 
 
Jeff Sutton, B.A., CFP, CLU


Hi, @Workspace Service Leaders,

User is getting ERR-W1524 when trying to input their comp code on the second page of the Workspace registration screen. 

User is an advisor but their ISAM permissions have been setup incorrectly (iiipWorkspaceMAExternalReg instead of iiipWorkspaceAdvisorReg). SO a permission group correction is required. 

SF Contact ID: 003OH00000YJPtrYAH
Username: PAUL CHRISTOPHER LEWIS
User ID: Paul5670

Thank you 😊



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.





Hi Jeff, 

Thank you for contacting Workspace Support.  

I see an error in your permissions that is causing the error you are getting. 

I escalated your issue to our second level support.

They will communicate with you once they have an update.

Have a wonderful day.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Kennedy, Steve <steve.kennedy@advicecanada.com> 
Sent: Saturday, November 29, 2025 8:50 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Sutton, Jeff <jeff@northstonewealth.com>; Bornn, Jenifer <Jenifer.Bornn@canadalife.com>; Franchino, Marygrace <Marygrace.Franchino@advicecanada.com>
Subject: Fw: Invalid advisor code

Pls see the emails below.
Not sure if it’s a contracting or login issue. 
Can you pls reach out to the advisor Paul below to resolve asap. 
Thanks 


Steve Kennedy
Regional Vice President 
GTA & Golden Horseshoe
Financial Horizons 
Mobile 647-993-9082
________________________________________
From: Jeff Sutton <jeff@northstonewealth.com>
Sent: Saturday, November 29, 2025 11:39 AM
To: Kennedy, Steve <steve.kennedy@advicecanada.com>
Subject: FW: Invalid advisor code
 
This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
Report Suspicious
 
Hey man,
Can you see if you can escalate this …going on 6 weeks now …
There have been a bunch of hicups ….i don’t need to rehash them all ….not sure who is to blame….just need it done ..
Everyting is 2 to 3 days than fuck ups …..so it seems …or is this normal?
 
From: Paul Lewis <paul@northstonewealth.com>
Sent: November 29, 2025 11:28 AM
To: Bornn, Jenifer <Jenifer.Bornn@canadalife.com>; Franchino, Marygrace <Marygrace.Franchino@advicecanada.com>
Cc: Jeff Sutton <jeff@northstonewealth.com>; Vikki Blanco <vikki@northstonewealth.com>
Subject: Invalid advisor code
 
Hi Jenifer and Marygrace,
 
I have been trying to log into Workspace as it has been 2 business days since I registered for my user ID. I am able to get through the first step in the log in using my user ID and password, but when I input my advisor code provided in the email it says “invalid advisor code”. I have attached an image of the error number for your reference. Please let me know how we can resolve this.

Thank you,
Paul Lewis, B.B.A., CSC, LLQP
Associate Advisor
 
Northstone Wealth & Estate Management
 
Email: paul@northstonewealth.com
Phone: 705-719-6117",True,2026-01-02T18:14:17.000+0000,False,False,0055o000001zVCKAA2,2025-12-01T19:17:44.000+0000,0055o000001zVCKAA2,2026-01-02T18:14:18.000+0000,0055o000001zVCKAA2,2026-01-02T18:14:18.000+0000,(705)719-6117,,paul@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyHllYAE,False,,24165163,003OH00000NCQHlYAP,001OH00000S9BcBYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"JAKE BUREN (H5119)
User was having access issues to workspace
I determined that they did not have a workspace account yet so I advised them to register.

Email:
----------
Hello Jake,

Thank you for contacting Workspace Support concerning your access issues to Workspace.

As determined on the call, you do not have a workspace account yet and registration was needed to get you access which you were able to complete over the phone.

Let us know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T17:59:32.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T17:54:21.000+0000,005OH00000BGf2TYAT,2025-12-01T17:59:32.000+0000,005OH00000BGf2TYAT,2025-12-01T17:59:32.000+0000,(519)691-5250,,jake.buren@federated.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyId2YAE,False,,24167441,003G0000018f6ZYIAY,0010A000002wOWdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue report -INC1923642,Medium,"*** DDS Dec 1st, 2025 ***
User wants to change a DOB for a client for one of 2 CIS accounts. 4705585104 has correct DOB, 0433715132 needs it changed from June 7th 1998 to June 9th 1998 on Workspace. Sent to L2 to escalate the issue as per KB0016002.

====================================================================

****Email Chain****

Hello Andrea,

We have made a correction to your client’s date of birth. The merge prompt is now available. Please log into Workspace to complete the merge.
 

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 5:08 PM
To: Teny, Andrea M <andrea@loftwmg.ca>
Subject: INC1923642 - RE: [EXT] Workspace merge issue submission - 24167441

Hello Andrea,

It has been brought to our attention that you would like to update your client’s date of birth. I’d be happy to assist you.

I have gone ahead and escalated this issue to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: November 25, 2025 5:23 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Andrea (andrea@ loftwmg. ca) has submitted a merge issue. Client details: First name: Callie Middle name (if applicable): M Last name: Palen DOB: June 9, 1998 Policy Number(s): 60728932P,60872096T,F698850180,F702180998,F702181002,F712171681
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Andrea (andrea@loftwmg.ca) has submitted a merge issue.
 
Client details:
First name: Callie
Middle name (if applicable): M
Last name: Palen
DOB: June 9, 1998
Policy Number(s): 60728932P,60872096T,F698850180,F702180998,F702181002,F712171681
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0015o000007yOzPAAU/callie-m-palen?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0015o000008TECLAA4/callie-m-palen?tabset-15dae=3
URL 3: 
URL 4: 
Additional details: Client DOB has been corrected to June 9 1998. Letter of direction was submitted via WS REQ-2901152_Palen, Callie-Q- DOB Correction LOD November 12 2025. Please correct DOB so workspaces can be merged.",True,2025-12-03T16:47:36.000+0000,False,False,005OH000002iN7pYAE,2025-12-01T18:24:07.000+0000,005OH00000AbJ7aYAF,2025-12-03T16:47:36.000+0000,005OH000002iN7pYAE,2025-12-03T16:47:36.000+0000,(519)885-5177,(519) 983-0165,derek@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyIzcYAE,False,,24166952,0030A0000029gCvQAI,0010A000002w4H1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Assistance,Medium,"***DDS 2025-12-01***
User was having issues logging in to Workspace and then got ERR-W1283.
DDS guided user to correct login page, then unlocked and assisted with password reset after authentication.
 
================================================================================
****Email Chain**
Hello Manuel,

It was a pleasure speaking to you earlier regarding your Workspace login issues. We’re happy we were able to assist you in unlocking your account and resetting your password.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T18:17:40.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T18:17:40.000+0000,005OH00000AX0rVYAT,2025-12-01T18:22:55.000+0000,005OH00000AX0rVYAT,2025-12-01T18:22:55.000+0000,(604)689-8289,,myatco@telus.net,(604)689-2801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyJ2rYAE,False,,24171468,0030A0000029q61QAA,0010A000002wCQ0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:14:02.000+0000,False,False,005OH000004oiYEYAY,2025-12-01T19:14:02.000+0000,005OH000004oiYEYAY,2025-12-01T19:14:02.000+0000,005OH000004oiYEYAY,2025-12-01T19:14:02.000+0000,(403)263-7536,(519) 662-3334,tax101@telus.net,(403)263-7537,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyLJAYA2,False,,24170138,0030A0000029lmFQAQ,0010A000002w8rgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Password Reset,Medium,"•	Reason for call: Unfreeze WS account, password reset
Authentication: Yes/No, which rotation: Yes, December rotation
•	Troubleshooting steps completed: unlock account in SF and password reset link
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): KB0020565,",True,2025-12-01T19:11:10.000+0000,False,False,005OH00000BFQFGYA5,2025-12-01T18:57:36.000+0000,005OH00000BFQFGYA5,2025-12-01T19:11:10.000+0000,005OH00000BFQFGYA5,2025-12-01T19:11:10.000+0000,(709)739-5315,(709) 632-8605,clarence.rowsell@ig.ca,(709)739-4372,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyMezYAE,False,,24166052,003OH00000YPMt4YAH,001OH00000hRtvwYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advisor Solutions Workspace registration,Medium,"***DDS*** 12/01/25
Name: LUCA PAUL PECORARO
Phone: 
Agent code: F8103
Reference: KB0018469

Hello Luca,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Advisor Solutions Workspace registration.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com> 
Sent: November 28, 2025 10:20 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Luca Pecoraro <lpecoraro@breadthconsulting.com>
Subject: FW: FW: [EXT] Re: FW: Register for access to Canada Life Workspace- LUCA PAUL PECORARO- effective - NOV 29 2025

Hello workspace and distribution methodology – please see below and support Luca with his inquiry – this is out of my scope. 

Thanks,
Jenna


Jenna Pozzebon, ALMI
Contracts & Compensation Specialist | Contracts and Licensing 
Jenna.Pozzebon@canadalife.com  |  519-435-6968

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Luca Pecoraro <lpecoraro@breadthconsulting.com> 
Sent: 28-Nov-25 10:18 AM
To: Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com>
Subject: Re: FW: [EXT] Re: FW: Register for access to Canada Life Workspace- LUCA PAUL PECORARO- effective - NOV 29 2025

Hello Jenna, Yes my name is spelled right, my email is correct, and the code matches the one I was given yesterday. On Fri, Nov 28, 2025 at 8: 25 AM Pozzebon, Jenna <Jenna. Pozzebon@ canadalife. com> wrote: Hello, please see below and advise. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Jenna, 

Yes my name is spelled right, my email is correct,  and the code matches the one I was given yesterday. 

On Fri, Nov 28, 2025 at 8:25 AM Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com> wrote:
Hello, please see below and advise. 
 
Name - LUCA PAUL PECORARO
Code: F8103
Email: lpecoraro@breadthconsulting.com
 
 
 
Jenna Pozzebon, ALMI
Contracts & Compensation Specialist | Contracts and Licensing 
Jenna.Pozzebon@canadalife.com  |  519-435-6968
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Luca Pecoraro <lpecoraro@breadthconsulting.com> 
Sent: 27-Nov-25 4:02 PM
To: Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com>
Subject: [EXT] Re: FW: Register for access to Canada Life Workspace- LUCA PAUL PECORARO- effective - NOV 29 2025
 
Hello Jenna, I was on the phone with the workspace support team and they asked Distribution Methodology to investigate the issue. I was using all the correct information that you gave me and it kept on telling me that I the information that
Hello Jenna, 
 
I was on the phone with the workspace support team and they asked Distribution Methodology to investigate the issue. I was using all the correct information that you gave me and it kept on telling me that I the information that put in does not match the records. 
 
 
On Thu, Nov 27, 2025 at 3:49 PM Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com> wrote:
Hi Luca, I just got your VM , it would be best to reach out to workspace support - workspacesupport@canadalife.com
 
 
 
Jenna Pozzebon, ALMI
Contracts & Compensation Specialist | Contracts and Licensing 
Jenna.Pozzebon@canadalife.com  |  519-435-6968
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Pozzebon, Jenna 
Sent: 27-Nov-25 10:10 AM
To: Luca Pecoraro <lpecoraro@breadthconsulting.com>
Subject: Register for access to Canada Life Workspace- LUCA PAUL PECORARO- effective - NOV 29 2025
 
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•       This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•       Do not use your employee ID as your User ID (formerly RepNet ID) as this may restrict your access.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	You must use the email noted below for all digital platform registrations.
•	Please wait 2 business days after receiving your User ID to register for Workspace.
•	Workspace has separate versions for Canada Life Direct and MGA business; even if you're already registered for the MGA version, you'll need to register separately for the Direct version to manage Direct business.
 
Your registration information
Name:	LUCA PAUL PECORARO
Advisor code*:	F8103
Activation code:	1-1F2M95M
Email:	lpecoraro@breadthconsulting.com

* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID) 
•       Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•       Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Grant third-party access to your support team (optional)
•       To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form. This form can also be downloaded from Workspace.
•	Once authorized, delegates will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your advisor code(s).
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.
 
Thank you,
 
 
Jenna Pozzebon, ALMI
Contracts & Compensation Specialist | Contracts and Licensing",True,2025-12-01T18:06:19.000+0000,False,False,005OH00000BGeeHYAT,2025-12-01T18:06:19.000+0000,005OH00000BGeeHYAT,2025-12-01T18:06:19.000+0000,005OH00000BGeeHYAT,2025-12-01T18:06:19.000+0000,(519)966-4400,,lpecoraro@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyMqJYAU,False,,24171283,003G0000018f6ZqIAI,0010A000002wOXFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/1*
----------------
Julie Alladice
H6641
locked out of workspace for MGA 
truing to get into advisors workspace 
denied because only account users have gotten in

*email*
----------------
Good afternoon Julie. 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted support to log into your advisors Workspace so we could potentially investigate something. Due to security concerns, we were unable to provide support with logging into someone else’s account as this is against Workspace terms of service. Please have the advisor call back themselves as we need to verbally authenticate them over the phone to provide support. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T00:21:47.000+0000,False,False,005OH000008919xYAA,2025-12-01T19:12:04.000+0000,005OH000008919xYAA,2025-12-02T00:21:47.000+0000,005OH000008919xYAA,2025-12-02T00:21:47.000+0000,(604)685-3707,(604) 341-4188,eric@barclayinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyO46YAE,False,,24166411,0030A00000BROtdQAH,0010A00000C1bzpQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - MFA/ Simple Protect Application,Medium,"********************Dec.01/2025*************************
User needs assistance disconnecting old MFA (MFA was set up old phone)
KB0020738 -  Rotation 2. Siebel does not have her cell number but she indicated on Apexa it is listed. 
User will send a screen shot of the number being listed. 
Emailed Tracy.Aphayvong@canadalife.com to update phone number on Apexa

***********Dec.02/25****************
Called user back to disconnect and set up MFA
User then inquired about an application (60920877-5) - that is missing in Newbusiness WebApp - KB0023235
Directed user to New Business Coordinator. 

Email: tricia.carver@nbc.ca 
Code: D3650 (transferred) 
Code: H9332
Phone: 204-925-5153

******************************************************


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 2, 2025 2:48 PM
To: tricia.carver <tricia.carver@nbc.ca>
Subject: Workspace Support C24166411- MFA set up/ Simple Protect 

Hi, Trish 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace authenticator!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Salesforce authenticator.  

 Regarding your application that you are not able to see in New Business Web App please contact your New Business Coordinator, RequeteAN.Equipe10@canadavie.com.

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Carver, Tricia <tricia.carver@nbc.ca> 
Sent: December 2, 2025 2:06 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Help with something else /RE: Workspace Support C24166411- MFA set up 

I’m free now for a while – please give me a call. Thanks very much for your help, Trish Tricia Carver, CPA-CA, CFP, TEP Insurance Advisor Tel : (204) 925-5153 extension 55153 8 tricia. carver@ nbc. ca NBF Financial Services Ltd. Partner of National
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I’m free now for a while – please give me a call. 

Thanks very much for your help,

Trish

Tricia Carver, CPA-CA, CFP, TEP
Insurance Advisor
	 
Tel : (204) 925-5153 extension 55153
   tricia.carver@nbc.ca 

 

 

NBF Financial Services Ltd. Partner of National Bank Insurance
Tr. 6576-1-1
1000 – 400 St. Mary Ave, Winnipeg, MB R3C 4K5


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Tuesday, December 2, 2025 12:56 PM
To: Carver, Tricia <tricia.carver@nbc.ca>
Subject: RE: Help with something else /RE: Workspace Support C24166411- MFA set up 

**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL 
**************************************
Hi Trish, 

Great news the phone number has been updated, please provide me a time today and I can call back. 
I am available today anytime before 5pm EST. If you are only available after that you can call back, and another agent can help you! 

Thank you, 

From: Carver, Tricia <tricia.carver@nbc.ca> 
Sent: December 2, 2025 11:58 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Help with something else /RE: Workspace Support C24166411- MFA set up 

I don’t know if it ever showed up there or not. I’m trying to remember when I submitted it. I was waiting for the owner to sign the app. I might have the policy number in a reminder email. Hows my Authenticator problem coming? I’m going to Montreal

I don’t know if it ever showed up there or not. 

I’m trying to remember when I submitted it. 

I was waiting for the owner to sign the app. I might have the policy number in a reminder email. 

Hows my Authenticator problem coming? I’m going to Montreal for work tomorrow and it would be nice to only need to take one phone. 

Get Outlook for iOS
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Tuesday, December 2, 2025 10:11:41 AM
To: Carver, Tricia <tricia.carver@nbc.ca>
Subject: RE: Help with something else /RE: Workspace Support C24166411- MFA set up 
 
**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL 
**************************************
Hi, 
 
I will need the application number to confirm, if you are able to get a hold of that. 
However, just confirming you were previously able to view the application in New Business? 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Carver, Tricia <tricia.carver@nbc.ca> 
Sent: December 2, 2025 9:17 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Help with something else /RE: Workspace Support C24166411- MFA set up 
 
Hello there. It is not in the list. I don’t know the application number. It seems to have disappeared while you were adding my PPI code. Can you see it on your side? If so I will have another look. I have 8 apps in progress with Canada Life. 
Hello there. 
 
It is not in the list. I don’t know the application number. It seems to have disappeared while you were adding my PPI code. 
 
Can you see it on your side? 
 
If so I will have another look. 
 
I have 8 apps in progress with Canada Life. I know how to find stuff. 
 
Get Outlook for iOS
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Tuesday, December 2, 2025 8:06:07 AM
To: Carver, Tricia <tricia.carver@nbc.ca>
Subject: RE: Help with something else /RE: Workspace Support C24166411- MFA set up 
 
**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL 
**************************************
Good morning, Trish 
 
To see the application status in Workspace, please click on “New Business WebApp” that is located on your overview page (the second title), you can then type the application number, under submitted application to view the status and more. 
 
If you have any questions or need further assistance, we’re here to help.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Carver, Tricia <tricia.carver@nbc.ca> 
Sent: December 1, 2025 4:27 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: ethan.mushaluk <ethan.mushaluk@nbc.ca>
Subject: [EXT] Help with something else /RE: Workspace Support C24166411- MFA set up 
 
That is great – thanks very much. I have another issue I need some help with please. I submitted an application for Adara LePage at the same time as I submitted the one for her parents, and hers isn’t showing up anywhere on the website. I have
That is great – thanks very much.
 
I have another issue I need some help with please. I submitted an application for Adara LePage at the same time as I submitted the one for her parents, and hers isn’t showing up anywhere on the website. I have an app in process for her sister Melodie, but Adara’s has disappeared. 
 
What do I need to do to track down Adara’s?
 
Thanks,
 
Trish
 
Tricia Carver, CPA-CA, CFP, TEP
Insurance Advisor
 	 
Tel : (204) 925-5153 extension 55153
   tricia.carver@nbc.ca 
 
 
 
 
 
NBF Financial Services Ltd. Partner of National Bank Insurance
Tr. 6576-1-1
1000 – 400 St. Mary Ave, Winnipeg, MB R3C 4K5
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Monday, December 1, 2025 2:45 PM
To: Carver, Tricia <tricia.carver@nbc.ca>
Subject: RE: Workspace Support C24166411- MFA set up 
 
**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL 
**************************************
Hi Trish, 
 
Thank you for providing us with the screenshot, I have escalated the issue to the digital team and will provide an updated when it is corrected. And yes, I can provide a call back. 
 
Thank you for your patience with this matter. It is greatly appreciated.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Carver, Tricia <tricia.carver@nbc.ca> 
Sent: December 1, 2025 2:30 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Support C24166411- MFA set up 
 
Hello there, Thanks for your help. I’ve added my cell as a business phone and I’m going to see if I can delete the phone that’s on my desk at work, but don’t want to do that and find out I can’t for some reason. 
 
Hello there,
 
Thanks for your help.
 
I’ve added  my cell as a business phone and I’m going to see if I can delete the phone that’s on my desk at work, but don’t want to do that and find out I can’t for some reason. 
 
You said that you would call me back once this gets updated, right?
 
Here is the screenshot from Apexa:
 
 
 
Thanks,
 
Trish
 
Tricia Carver, CPA-CA, CFP, TEP
Insurance Advisor
 	 
Tel : (204) 925-5153 extension 55153
   tricia.carver@nbc.ca 
 
 
 
 
 
NBF Financial Services Ltd. Partner of National Bank Insurance
Tr. 6576-1-1
1000 – 400 St. Mary Ave, Winnipeg, MB R3C 4K5
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Monday, December 1, 2025 1:26 PM
To: Carver, Tricia <tricia.carver@nbc.ca>
Subject: Workspace Support C24166411- MFA set up 
 
**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL 
**************************************
Good afternoon, Particia 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the multi factor authenticator!
 
As discussed, can you please provide a screenshot of Apexa, which displays your cell number. I will escalate the issue, so our system is showing the updated information. 
Once that is updated, we can then proceed with assisting you disconnecting your MFA, so you can set up a new one. 
 
If you have any questions or need further assistance, we’re here to help. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 

CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement. 
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately. 
 

CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement. 
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately. 
 

CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement. 
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately. 
 

CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement. 
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately. 


CONFIDENTIALITÉ : Ce document est destiné uniquement à la personne ou à l'entité à qui il est adressé. L'information apparaissant dans ce document est de nature légalement privilégiée et confidentielle. Si vous n'êtes pas le destinataire visé ou la personne chargée de le remettre à son destinataire, vous êtes, par la présente, avisé que toute lecture, usage, copie ou communication du contenu de ce document est strictement interdit. De plus, vous êtes prié de communiquer avec l'expéditeur sans délai et de détruire ce document immédiatement. 
CONFIDENTIALITY: This document is intended solely for the individual or entity to whom it is addressed. The information contained in this document is legally privileged and confidential. If you are not the intended recipient or the person responsible for delivering it to the intended recipient, you are hereby advised that you are strictly prohibited from reading, using, copying or disseminating the contents of this document. Please inform the sender immediately and delete this document immediately.",True,2025-12-01T18:10:43.000+0000,False,False,005OH00000BG5v4YAD,2025-12-01T18:10:43.000+0000,005OH00000BG5v4YAD,2025-12-02T19:49:07.000+0000,005OH00000BG5v4YAD,2025-12-02T19:49:07.000+0000,(204)925-5153,,tricia.carver@nbc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyPWRYA2,False,,24167970,003G0000018f7XQIAY,0010A000002wPeJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Importing illustration data in Strategy,Medium,"*** DDS Dec 1st, 2025 ***
User had issues exporting data for an illustration and importing it in strategy ""Head start"". Tried a few times but error always appeared indicating to make sure we are importing an illustration. Referred to RSA advised by assist line.
=============
Good afternoon Martin,

It was a pleasure speaking with you today and helping you with an illustration export and the use of the Head Start excel strategy.

During our call we verified how to download the illustration data and tried to import it in the Head start excel strategy but a message saying “Ensure you have exported an illustration” kept appearing.

I would advise to contact your RSA about this for more information on strategies, the Head start one in particular, to know if it’s compatible with the export, if it needs to be fixed by the department in charge or if there is an equivalent strategy used instead.

Your RSA is Amanda Meehan, reachable at amanda.meehan@gwl.ca or by phone at 613-270-6800.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-01T20:06:46.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T18:30:12.000+0000,005OH00000AbJ7aYAF,2025-12-01T20:06:46.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:02:53.000+0000,(905)522-7393,,martin@axizfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyPkyYAE,False,,24167604,0035o000007S1Z8AAK,0015o0000088Vu5AAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/01/25 

User is unable to register for WS - email address and other updates need to be done since user was aligned with a previous firm 
Referred advisor to Contracts &Licensing for updates to be made
 
============================================================================================= 
 
****Email Chain****

Bonjour Michael,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème avec l’inscription.

Veuillez contacter le département des Contrats par courriel pour faire la mise a jours de vos informations : canadalife.contracts&licensing@canadalife.com. Lorsque vous recevrez une confirmation de cette mise a jour, veuillez nous contacter ou répondre à ce courriel et nous serons ravi de vous assister avec l’inscription.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Morelli, Claudia <Claudia.Morelli@canadalife.com> 
Sent: November 28, 2025 12:00 PM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Cc: Michael Bibaut <mbibaut@tremblayfinance.com>
Subject: FW: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT

Hello,

Please see e-mail below and assist Michael.

Thank you

Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Compensation and Contracting Operations
Sr Spécialiste des contrats bilingue (AGD) |  Opérations de Contrats et Rémunération

claudia.morelli@canadalife.com  |  437-703-8574


 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Michael Bibaut <mbibaut@tremblayfinance.com> 
Sent: November 28, 2025 1:26 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: [EXT] RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT

Bonjour Etant donné que j'avais déjà un compte ca ne me laisse pas rentrer avec les nouveaux code. Ca me dit de modifier dans mon profile mais l'adresse courriel que j'utilisait est désactivé je ne peux donc pas m'inscrire Pourriez effacé mon
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour 

Etant donné que j'avais déjà un compte ca ne me laisse pas rentrer avec les nouveaux code.
Ca me dit de modifier dans mon profile mais l'adresse courriel que j'utilisait est désactivé je ne peux donc pas m'inscrire
Pourriez effacé mon ancien compte que je reprennes de zéro

merci a vous.

Bonne journée

Michael Bibaut
Conseiller en sécurité financière pour Tremblay Solutions Financières inc.
492, boul. de l'Hôpital, bureau 100
Gatineau (Québec)  J8V 2P4
bur. 819.205.7551
téléc. 1.866.585.0124
courriel : mbibaut@tremblayfinance.com 
site web : http://www.courtier.ca (assurances et investissement)

 vous pouvez réserver une rencontre ici:

https://calendly.com/m-bibaut5

		
________________________________________
De : Morelli, Claudia <Claudia.Morelli@canadalife.com>
Envoyé : vendredi 28 novembre 2025 12:29
À : Michael Bibaut <mbibaut@tremblayfinance.com>
Objet : Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT 
 
 
Bienvenue à l’Espace affaires de la Canada Vie
Les renseignements contenus dans le présent message ne concernent que vous. Pour des raisons de sécurité, veuillez ne pas transmettre cette information à d’autres personnes.
Bienvenue à l’Espace affaires de la Canada Vie, une plateforme numérique qui vous permet de voir vos affaires de la Canada Vie, de modifier les renseignements sur les clients, de trouver les formulaires dont vous avez besoin et d’accéder à d’autres ressources et outils
Lors de l’inscription, veuillez suivre ces étapes :
•	Veuillez ne pas partager votre nom d’utilisateur.
•	Une fois que vous obtenez un nom d’utilisateur, attendez 2 jours ouvrables pour vous inscrire à l’Espace affaires.
 
Vos informations d'enregistrement
Nom:	MICHAEL BIBAUT
Code de conseiller*:	Veuillez consulter APEXA pour votre code de vente
Code d’activation:	1-1ES5VBO
* Code de conseiller, aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie
Inscrivez-vous pour obtenir un nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep)
•	Cliquez ici pour commencer et suivez les directives pour vous inscrire.
Inscrivez-vous à l’Espace affaires
•       Cliquez ici pour vous inscrire.
•       L’Espace affaires fonctionne avec un outil d’authentification multifacteur pour protéger vos données et celles de vos clients. Nous vous recommandons d’utiliser l’application gratuite Salesforce Authenticator.
o	Les utilisateurs d’un iPhone peuvent obtenir l’application à partir de l’App Store. 
o	Les utilisateurs d’un appareil Android peuvent obtenir l’application à partir de Google Play.  
•       Le page de ressources sur l’Espace affaires est votre guichet unique pour accéder aux ressources dont vous avez besoin et apprendre comment utiliser l’Espace affaires.
Avez-vous une équipe de soutien qui a besoin d’avoir accès à votre bloc d’affaires?
•	Veuillez remplir le formulaire d’accès à titre de tiers et indiquer tous les employés qui devraient avoir un accès à titre de délégué à votre bloc d’affaires.
•	Nous enverrons à chacun d’eux un courriel personnel dans lequel ils trouveront un code d’activation qui leur permettra d’obtenir un nom d’utilisateur et s’inscrire à l’Espace affaires. Ils auront besoin que vous leur fournissiez votre code de producteur.
•	S’il y a des changements apportés à votre personnel, veuillez en faire part à l’équipe Méthodologie de la distribution afin qu’elle puisse mettre à jour votre liste d’employés qui ont un accès à titre de tiers. 
Veuillez répondre au questionnaire suivant :
•	Pour nous aider à adapter notre soutien et à mieux vous connaître, veuillez répondre à ce sondage qui ne vous prendra qu’une minute.
 
Merci,
 
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) |  Département des contrats et rémunération
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T18:28:20.000+0000,False,False,005OH0000097FtCYAU,2025-12-01T18:26:03.000+0000,005OH0000097FtCYAU,2025-12-01T18:50:16.000+0000,005OH0000097FtCYAU,2025-12-01T18:50:16.000+0000,(819)743-9935X2,,mbibaut@tremblayfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyQytYAE,False,,24173931,0030A0000029osSQAQ,0010A000002wBSoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:44:51.000+0000,False,False,005OH000004oiYEYAY,2025-12-01T19:44:51.000+0000,005OH000004oiYEYAY,2025-12-01T19:44:51.000+0000,005OH000004oiYEYAY,2025-12-01T19:44:51.000+0000,(519)979-7334,,,(519)979-9232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyRoPYAU,False,,24169452,003OH00000TNChOYAX,001OH00000Zm0Y5YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,FASAT login issue,Medium,"AMANDEEP BANWAIT

Advisor was having login issues with FASAT web. Help them to clear cache and cookies and this resolve the issue.

Hello Amandeep,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

To recap, you were trying to access FASAT through workspace, but you were getting error message saying Website is not available. We did Logmein session and provided you the steps to clear cache and cookies. You close the browser and open it again; this helps you to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:04:59.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T18:48:32.000+0000,005OH00000BFiyTYAT,2025-12-01T19:04:59.000+0000,005OH00000BFiyTYAT,2025-12-01T19:04:59.000+0000,(647)612-8856,,aman@villagefinancialtoronto.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gySalYAE,False,,24174261,0030A0000029levQAA,0010A000002w8mSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Workspace Policies,Medium,"***DDS*** 12/05/25
Name: Chris Lane
Phone: 
Agent code: 59708
Reference: KB0017316 

Advisor name: DARYL MARTZ

Hi Chris, 

Thank you for Advisor information.

It looks like Daryl has not yet registered for MGA workspace, once he registers he will have access to see the policies.

Daryl can either give us a call at 1-800-475-7001 and we will walk him through registration.  Our team is available between the hours of 8am to 8pm EST, M-F or he can follow the instruction I have added below.


Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lane, Chris <Chris.Lane@canadalife.com> 
Sent: December 5, 2025 12:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: 24174261 - RE: Policies not visible

Hi,

The advisor is Daryl Martz. His email is daryl.martz@manulifesecurities.ca

As far as his code goes I only see a Ucode  on salesforce. U0000112924

His administrative assistant is in the chain below. I might reach out to her if you need a different code.


Chris Lane, CIM
Regional Sales Manager | Wealth 
Business Line: 778-384-0192
E-mail: chris.lane@canadalife.com 




***DDS*** 12/01/25
Name: Chris Lane

Email:Hello Chris, 

Thank you for contacting the Workspace support group I would be happy to assist you regarding Missing Workspace Policies. (411253479 & 411210610)

Please confirm the name of the Advisor and associated advisor code so we can investigate.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lane, Chris <Chris.Lane@canadalife.com> 
Sent: November 28, 2025 5:58 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Policies not visible
Importance: High

Hi,

Can you assist here? The below policies have been opened. Julie Shearing said the first one was completed Nov 20th. The advisor has workspace but they don’t show up.

411253479 & 411210610 

Mary-Kate Mitchell
Administrative Assistant 
Manulife Wealth

To book an appointment please click here. 



E mary-kate.mitchell@manulifewealth.ca
T 604-795-5566
TF 1-888-302-9066

15 – 8337 Young Road
Chilliwack, BC V2P 4N8

 


Chris Lane, CIM
Regional Sales Manager | Wealth 
Business Line: 778-384-0192
E-mail: chris.lane@canadalife.com",True,2025-12-01T19:49:10.000+0000,False,False,005OH00000BGeeHYAT,2025-12-01T19:49:10.000+0000,005OH00000BGeeHYAT,2025-12-05T19:06:57.000+0000,005OH00000BGeeHYAT,2025-12-05T19:06:57.000+0000,(604)795-5566,(604)793‐3449,daryl.martz@martzwealth.com,(604)795-5365,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyT2BYAU,False,,24168297,003OH00000NkSiVYAV,001OH00000SqQUhYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T18:33:47.000+0000,False,False,005G0000002gyDJIAY,2025-12-01T18:33:47.000+0000,005G0000002gyDJIAY,2025-12-01T18:33:48.000+0000,005G0000002gyDJIAY,2025-12-01T18:33:48.000+0000,(431)775-1367,,jfroese@avisowm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyV0qYAE,False,,24172202,0030A00000C9bIQQAZ,0010A00000CjzdPQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Account Unlock -,Medium,"GRANT ATWOOD
having issues logging into account due to a locked account.
KB0017399 - authenticated user and unlocked account from salesforce
KB0023058 - updated email on file for user as well and sent reset password link

Email:
----------
Hello Grant,

Thank you for contacting Workspace Support concerning access to your Workspace account.

On the call today, I determined that your account was locked on the backend and was able to successfully unlock it after an authentication process. Additionally, I changed your log in email on file to grant@oceanwealth.ca as requested. Please use this new email and your new password to log into your workspace account moving forward. 

If you have any more questions for me today, please let me know.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:36:52.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T19:23:01.000+0000,005OH00000BGf2TYAT,2025-12-01T19:37:23.000+0000,005OH00000BGf2TYAT,2025-12-01T19:37:23.000+0000,(250)410-3931X3,,gatwood@harbourfrontwealth.com,(250)389-6053,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyYzbYAE,False,,24174221,003OH0000031KpOYAU,001OH000003niiwYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Access,Medium,"***2025/12/01***
 
 
==================================================================================
 
User's Name: Zhun Jiang
Email: martin.jiang@mjfinservices.com
Code: E8301
KBA: 
Verification: Week 2 - Failed Q2 for MGA last login, Passed for his ADSL last login. Also asked DOB, Phone, and email to be secure
 
==================================================================================
 
***Email Chain***
Hi Zhun,

Thank you for contacting Canada Life Workspace Support regarding your Multi-factor Authentication. Aa discussed, I would like to send a follow-up email to summarize what we discussed on the phone.

Advisor called in wondering how to access MGA workspace with Authenticator. Was able to walk through the Salesforce MFA with him and get the advisor logged into his workspace. 

Thanks for calling Zhun, and if you have any questions or concerns, please don’t hesitate to reach out.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  

Warm Regards, 

T.J. Z.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-01T19:48:39.000+0000,False,False,005OH00000BFPZIYA5,2025-12-01T19:48:39.000+0000,005OH00000BFPZIYA5,2025-12-01T19:59:13.000+0000,005OH00000BFPZIYA5,2025-12-01T19:59:13.000+0000,(778)865-6938,,martin.jiang@mjfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyZYzYAM,False,,24168479,0031600002RdvjwAAB,0010A000002wNtUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,"**EMAIL**
Hi Joseph,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
YQKQ7WDAXQ

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Joseph,

Please find the attached file of MAS (Wrap) Fee and PAC/AWD (Nominee) summary report on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Joseph Francis
Code: 34639

Please email it to joe@boldfinancialsolutions.ca

Hi,

Report Q504 Wrap fee Ad-Hoc report FRANCIS, J 9917-34639.xlsx is available now in the Ad-Hoc Folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: November 26, 2025 3:57 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID310

Item ID310 has been added Chen, Carmen 11/26/2025 2: 56 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID310 has been added
		
 
Chen, Carmen
11/26/2025 2:56 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q504 Wrap Fee Ad-Hoc Report 

Column Requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-34639 

Column and data filer requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-34639 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/28/2025 

Requestor Name and Organization :	JOSEPH FRANCIS, BOLD FINANCIAL SOLUTIONS INC (PBOL) 

MI Specialist:	

Report Purpose - Business Use :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-34639 

Advisor Name:	JOSEPH FRANCIS 

Dealer Code:	9917-34639 

Rep Code as it appears in Unitrax:	9917-34639 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist",True,2025-12-01T18:36:01.000+0000,False,False,005OH0000071DK9YAM,2025-12-01T18:36:01.000+0000,005OH0000071DK9YAM,2025-12-01T18:51:07.000+0000,005OH0000071DK9YAM,2025-12-01T18:51:07.000+0000,(226)378-7748,(226) 378-7748,joe@boldfinancialsolutions.ca,(519)435-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyaOdYAI,False,,24169963,0030A0000029kEIQAY,0010A000002w7aoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"******DDS***** 12/01/2025
Asa called in to get support with registration. Verified they just completed registration for userid. DDS advised user to wait 24-48 before trying to register for workspace. 


********EMAIL CHAIN*****
Hello Rebecca,

     It was a pleasure assisting you today.

     Next step would be to wait 24-48 hours before initiating registration for workspace. Below are the instructions for workspace registration. 

     You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password you created today
 
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   If needed.
 
 
 
 
•	 
1.	Click on Next to navigate to the next page 

o	Read and accept the Terms of use
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
1.	Verify the email by clicking Verify Now 

o	Your account will be activated once the email is verified
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/.

You will also be prompted to set up MFA. Please if you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:07:03.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T18:55:16.000+0000,005OH00000BFQFHYA5,2025-12-01T19:07:03.000+0000,005OH00000BFQFHYA5,2025-12-01T19:07:03.000+0000,(604)720-5642,,michael@tomlinsonandassociates.ca,(604)585-1985,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gybVxYAI,False,,24168789,003G0000018f7C4IAI,0010A000002wPG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***DDS 2025-12-01***
User wanted to merge 2 accounts.
DDS changed Robyn Christine Waite to Robyn Christine Waite where Christine is the middle name.
 
================================================================================
****Email Chain**
Hello Gustavo,

Thank you for contacting the Workspace Support team regarding your merge issue.

We’ve gone ahead and performed the necessary changes on our system, and you should be able to merge the accounts in 2-3 business days. If you are still unable to merge the accounts after 3 business days, feel free to reply to this email and we would love to investigate this issue further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: November 28, 2025 8:20 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that GUSTAVO DE LA FUENTE (gus@ gdlfwealth. com) has submitted a merge issue. Client details: First name: ROBYN Middle name (if applicable): CHRISTINE Last name: WAITE DOB: October 13, 1989 Policy Number(s): F010654658,F010654692,F751075599,F751540533,69100500C,69100501T
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that GUSTAVO DE LA FUENTE (gus@gdlfwealth.com) has submitted a merge issue.
 
Client details:
First name: ROBYN
Middle name (if applicable): CHRISTINE
Last name: WAITE
DOB: October 13, 1989
Policy Number(s): F010654658,F010654692,F751075599,F751540533,69100500C,69100501T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000dG0ygYAC/robyn-christine-waite?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000eR893YAC/robyn-christine-waite?tabset-15dae=3
URL 3: 
URL 4: 
Additional details: This is the same person and owner of the above-mentioned policies with same home address.",True,2025-12-01T19:57:48.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T18:39:52.000+0000,005OH00000AX0rVYAT,2025-12-01T19:57:48.000+0000,005OH00000AX0rVYAT,2025-12-01T19:57:48.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gybcRYAQ,False,,24172582,0030A0000029lHIQAY,0010A000002w8SVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration.,Medium,"***DDS*** 12/01/25
Name: HAYLEY RUBINOFF
Phone: 
Agent code: B6420
Reference: KB0018402, KB0017316

Hello Hayley,

Thank you for contacting the Workspace support group, I would be happy to assist you regarding MGA Workspace Registration.

Our records shows that you do not have a User ID linked to your MGA profile associated to Advisor code B6420

Please register for a User ID by clicking on this URL: https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
Please select “Register”
Agree to the terms and conditions and select “I Accept”
Enter your first name, last name, your new advisor code and unique activation code. Click Continue.

If you do not know activation code please contact distribution_methodology@canadalife.com to have your Welcome Letter resent. 

Once you have registered for a User ID and password, please wait 2 business days before registering for workspace.


Please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/
 
Let me know if you have any questions or come across any issues registering. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Nicoletti, Georgia <Georgia.Nicoletti@canadalife.com> 
Sent: November 28, 2025 10:45 AM
To: WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Subject: Workspace Account Errors
Importance: High

Hi there,

Advisor Hailey Rubinoff is having trouble getting onto her workspace account. She is awaiting placing a significant amount of buissness and this is high urgency.

hayley@brashfinancial.ca

She has a personal and a newly set up joint code. When she tried setting up her workspace account she had issues and it would not work. Can you please look into this and assist as soon as possible.

Personal: B6420
Joint: 3482-17170

Thanks,

Georgia Nicoletti
Regional Sales Representative, Wealth Management
Georgia.Nicoletti@canadalife.com 
Office: 416-552-6182",True,2025-12-01T19:27:56.000+0000,False,False,005OH00000BGeeHYAT,2025-12-01T19:27:56.000+0000,005OH00000BGeeHYAT,2025-12-01T19:32:59.000+0000,005OH00000BGeeHYAT,2025-12-01T19:32:59.000+0000,(416)454-5142,4164519914,hayley@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gybz1YAA,False,,24170627,003OH00000B56uWYAR,001OH00000DMqGoYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/1*
----------------
ALEX LIBER 
H0160
disconnected MFA and walked through reconecting 

*email*
----------------
Good afternoon Alex, 

Thank you for contacting the Workspace Support Team with your multifactor reset inquiry. 

You wanted to reset your MFA on Workspace to work with your new device. We were able to disconnect the old authenticator; you then could reregister your authenticator app on Workspace and log in successfully. If you have questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T00:39:18.000+0000,False,False,005OH000008919xYAA,2025-12-01T19:03:38.000+0000,005OH000008919xYAA,2025-12-02T00:39:18.000+0000,005OH000008919xYAA,2025-12-02T00:39:18.000+0000,(778)655-6219,,warren@coveadvisors.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyczyYAA,False,,24171285,003G0000018f6WlIAI,0010A000002wOTqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Inforce client list report,Medium,"LYLE R GREEN
Advisor needed help for creating workspace support. provided them steps to create one.

Hello Lyle,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today. 

In our today’s call, you wanted to create report for your active clients. I am listing those steps below for your future references. To create a report:
 
1.	On the overview page, Select “all reports. 
 
2.	On the next screen, click on “all reports” again in left side menu as shown in attached screenshot.
 
3.	Then we searched for Inforce Client list in the search bar. 
 
 
4.	We selected the Inforce client list report created by workspace admin and then you were able to export the file successfully. Please let me know if you need any assistance. 
  
I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:32:24.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T19:12:05.000+0000,005OH00000BFiyTYAT,2025-12-01T19:32:24.000+0000,005OH00000BFiyTYAT,2025-12-01T19:32:24.000+0000,(604)506-0149,(604) 506-0149,lyle@ridgelinebc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyd6MYAQ,False,,24171090,003OH00000NrhpmYAB,001OH00000SzpSAYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace account unlock,Medium,"******DDS*** 12/01/2025
User called to have workspace account unlocked, as they had tried too many times to sign in with wrong info. DDS authenticated and unlocked user. User also wanted to verify how to view net cash surrender value for a policy for a specific dates, referred user to csc



*****email chain*****

Hello Matt,

      It was a pleasure assisting today with unlocking your account. The net cash surrender value is something that can viewed on workspace for the policy you provided, but if it is needed for a specific date, I would suggest reaching out to client services for assistance at : 1-888-252-1847 or the advisor chat is also an option. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:45:37.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T19:09:35.000+0000,005OH00000BFQFHYA5,2025-12-01T19:45:37.000+0000,005OH00000BFQFHYA5,2025-12-01T19:45:37.000+0000,(613)532-2825,,matt.pomeroy@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gydj6YAA,False,,24170774,003G0000018f6psIAA,0010A000002wOrbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:05:30.000+0000,False,False,005OH00000245RQYAY,2025-12-01T19:05:30.000+0000,005OH00000245RQYAY,2025-12-01T19:05:31.000+0000,005OH00000245RQYAY,2025-12-01T19:05:31.000+0000,(514)262-8573,(514) 262-8573,quyen.tran@qtservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gydkhYAA,False,,24171880,003OH0000071mmeYAA,001OH000008gZEoYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset Repnet password,Medium,"•	Reason for call: Reset repnet password to gain access to Product Illustrator 
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Reset via iSAM
•	Email correspondence: See Below
•	Source of triage (e.g., “As per KBA001234”)

================
Bonjour Genvieve,

Pour obtenir votre code de conseiller, veuillez contacter Contracts&Compensation@canadalife.com.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:47:21.000+0000,False,False,005OH00000BFQFGYA5,2025-12-01T19:19:22.000+0000,005OH00000BFQFGYA5,2025-12-04T20:14:17.000+0000,005OH00000BFQFGYA5,2025-12-13T02:02:58.000+0000,(514)703-1175,,genevieve@davidforest.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gye0yYAA,False,,24173083,0030A0000029lHIQAY,0010A000002w8SVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Role change from member of support staff to advisor - WSL,Medium,"Role change from member of support staff to advisor

Previous Workspace account is still active and user has not registered to their new advisor User ID yet

=====================emails=====================

Hello Carl,

Thank you for escalating this issue to us. We will send a follow-up email to the user with next steps.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 



Hello Hayley,

We understand that you want to register for a Workspace account that is aligned to your code but you do not have your activation code.

Hi @Distribution Methodology, can you please send Hayley their activation code to register for their advisor role Workspace account.

@hayley@brashfinancial.ca once you receive your activation code, if you require additional support with registration, please call us at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi Carl,

Hayley has always had an active advisor code she never got a new activation code. 

The joint code has recently been set up, yesterday contracting let us know it is now active. 

Can you please look into this and help Hayley get an activation code as soon as possible.

Thanks,

Georgia 




From: Hayley Brash Financial <hayley@brashfinancial.ca> 
Sent: Monday, December 1, 2025 12:51 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace Account Errors - C24173083

Why am I getting the exact same email u was sent hours ago? Has nobody taken the time to read my concerns. I would like someone to give me a call first thing tomorrow morning at the number below to resolve. Also, why can nobody read and understand
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Why am I getting the exact same email u was sent hours ago? Has nobody taken the time to read my concerns. I would like someone to give me a call first thing tomorrow morning at the number below to resolve.  Also, why can nobody read and understand that I don’t have an activation code and that that department send me to another one. I am sick and tired of going in circles because nobody can read. It seems as though me as the broker is just left to fend by myself as you don’t value helping me.

Hayley Rubinoff 
VP Operations

  




 

  






1001 - 1700 Langstaff Road | Concord, ON | L4K 3S3
c: (416) 451-9914 | email: hayley@brashfinancial.ca
website: www.brashfinancial.ca


On Dec 1, 2025, at 2:36 PM, CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
 
Hi Hayley, 
 
Thank you for contacting Workspace Support.  
 
Did your role changed recently from member of the support staff to advisor?
 
I see that you have an active Workspace account but your account is not an advisor Workspace account. 
 
Can you also confirm if you received an email from distribution_methodology@canadalife.com with your activation code for your new advisor Workspace MGA account? 
 
 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
<image002.jpg>
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Nicoletti, Georgia <Georgia.Nicoletti@canadalife.com> 
Sent: Monday, December 1, 2025 6:10 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Workspace Account Errors
Importance: High
 
Hi there,
 
Following up on this again. This is extremely urgency as we may lose a significant amount of buissness if they do not have this set up on workspace to process paperwork.
 
Thanks,
 
Georgia Nicoletti
Regional Sales Representative, Wealth Management
Georgia.Nicoletti@canadalife.com 
Office: 416-552-6182
 
Connect With Me on LinkedIn 
Georgia Nicoletti Regional Sales Representative | LinkedIn 
 
<image003.png>

 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present
 
From: Nicoletti, Georgia 
Sent: November 28, 2025 10:45 AM
To: WorkspaceEscalations 
Subject: Workspace Account Errors
Importance: High
 
Hi there,
 
Advisor Hailey Rubinoff is having trouble getting onto her workspace account. She is awaiting placing a significant amount of buissness and this is high urgency.
 
hayley@brashfinancial.ca
 
She has a personal and a newly set up joint code. When she tried setting up her workspace account she had issues and it would not work. Can you please look into this and assist as soon as possible.
 
Personal: B6420
Joint: 3482-17170
 
Thanks,
 
Georgia Nicoletti
Regional Sales Representative, Wealth Management
Georgia.Nicoletti@canadalife.com 
Office: 416-552-6182
 
Connect With Me on LinkedIn 
Georgia Nicoletti Regional Sales Representative | LinkedIn 
 
<image003.png>

 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present
 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-12-02T16:45:52.000+0000,False,False,005OH000002iN7pYAE,2025-12-01T19:34:13.000+0000,0055o000001zVCKAA2,2025-12-03T17:36:51.000+0000,0055o000001zVCKAA2,2025-12-03T17:36:51.000+0000,(416)454-5142,4164519914,hayley@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyeC8YAI,False,,24171322,0030A0000029dapQAA,0010A000002w25TQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-New Business application,Medium,"user called regarding the new business application, his first time doing this wanted to make sure there assitance if there is any issue.
email==============
Bonjour Jean

Merci d’avoir contacté le support de l’espace concernant de l’assitance avec l’application sur le nouvel affaire, J'ai vraiment apprécié notre échange.

lors de notre appel aujourd’hui, nous avons passé ensemble le processus de candidature pour nous assurer qu’il n’y a pas de problème technique.

vous avez pu compléter la première étape de l’application et envoyer au client la demande de signature électronique docu.

N'hésitez pas à nous contacter si vous avez besoin d'aide supplémentaire.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:28:01.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-01T19:12:31.000+0000,005OH00000AZ3ZxYAL,2025-12-01T19:28:02.000+0000,005OH00000AZ3ZxYAL,2025-12-01T19:28:02.000+0000,(450)655-3773,,jeanpaquin@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyeC9YAI,False,,24171496,003G0000018f6VTIAY,0010A000002wOSAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,"**EMAIL**

Hi Gary,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
GB5CXG9MSL

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Gary,

Please find the attached file of the requested MAS (Wrap) Fee charges summary report via Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hi, 

Report Q504 Wrap fee Ad-Hoc report CHOY, G 9917-00599.xlsx is available now in the Ad-Hoc Folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: November 26, 2025 4:01 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID311

Item ID311 has been added Chen, Carmen 11/26/2025 2: 59 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID311 has been added
		
 
Chen, Carmen
11/26/2025 2:59 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q504 Wrap Fee Ad-Hoc Report 

Column Requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-00599 

Column and data filer requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-00599 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/28/2025 

Requestor Name and Organization :	GARY CHOY, NORTHWISE FINANCIAL INC (LZSBF) 

MI Specialist:	

Report Purpose - Business Use :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-00599 

Advisor Name:	GARY CHOY 

Dealer Code:	9917-00599 

Rep Code as it appears in Unitrax:	9917-00599 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist",True,2025-12-01T19:14:25.000+0000,False,False,005OH0000071DK9YAM,2025-12-01T19:14:25.000+0000,005OH0000071DK9YAM,2025-12-01T19:14:26.000+0000,005OH0000071DK9YAM,2025-12-01T19:14:26.000+0000,(705)806-3949,(705) 929-3052,gary@northwise.ca,(705)805-7806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyfePYAQ,False,,24169520,0030A0000029h80QAA,0010A000002w53fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - MFA set up,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Las login date: Ok
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor code(s): 77017

Call details: Caller is reporting that they having issues accessing WS.
Caller was trying to access Repnet instead of WS.
>>>Using LogMeIn, we bookmarked the WS link, reset the WS password and disconnected and reconnected the user MFA.

----------------------------------------EMAIL--------------------------------------
to:gord@glfinancial.ca


Hi Gordon,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully, this time you’ve chosen to use your computer for authentication. 

Just a recap of what we did, bookmarked the Workspace link in your browser as you were using Repnet access previously, we reset your password, disconnected your authenticator from your old device, reconnected it in your computer then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:25:20.000+0000,False,False,005OH00000AbCcLYAV,2025-12-01T18:49:20.000+0000,005OH00000AbCcLYAV,2025-12-01T19:25:20.000+0000,005OH00000AbCcLYAV,2025-12-01T19:25:20.000+0000,(604)988-9924,,gord@glfinancial.ca,(604)988-4677,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyfsvYAA,False,,24169566,003G0000018f6zAIAQ,0010A000002wP1oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy Owner Incorrect Workspace,Medium,"***DDS 2025-12-01***
User reports submitting a policy owner change, but the account owner did not change, but the policyowner changed.
DDS still sees Grace as policyowner on CoPilot and Workspace.
DDS warm transferred user to L2 (INC1923228).
 
=================================================================================

User's Name: XIAOSU ZHANG
Email: james.zhang@helpingfinancial.ca
Code: 19721

Policy Number: 8947094-8
PREVIOUS Client Name: Grace Liang
NEW Client Name: Michael K Liang",True,2025-12-01T19:03:41.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T18:50:10.000+0000,005OH00000AX0rVYAT,2025-12-01T19:35:07.000+0000,005OH00000AX0rVYAT,2025-12-01T19:35:07.000+0000,(416)436-2849,,james.zhang@helpingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyfw9YAA,False,,24169574,0031600002XalqIAAR,0010A000002wOAEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace support-Adding co-client on conquest.,Medium,"***DDS**12/02/2025
user confirm the issue is fixed.
user reached with several other advisor enable to add a co-client on conquest.
using KB0015652.

Email============
Hello Vladimir,

Thank you for reaching out to Workspace Support regarding adding a co-client to your client account on conquest.

Can you please verify and confirm if the co- client you are adding already have their own plan.

if they do have a plan already it will error out when trying to add the Co-Client, the solution to this would be you will need to archive that existing plan (search for the Client in Browse Clients, open it, click 3 dots, then archive plan button).

After archiving then you can proceed to adding them as a co-client.

However they do not have any client account on their own and this issue still persist, please reach back and I will escalate this for you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: Dumitrescu, Vladimir <Vladimir.Dumitrescu@advicecanada.com> 
Sent: November 28, 2025 12:17 PM
To: advisorsupport <advisorsupport@conquestplanning.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Johnson, Jacqualine <jackie@atafinancial.ca>; Workspace Support <WorkspaceSupport@canadalife.com>; Calibaba, Adam <adam@atafinancial.ca>; Mavi, Amritpaul <amrit@atafinancial.ca>; Leavesley, Dirk <dirk@thefinancialplanners.ca>; Song Heng-Nuestro, Kristine <kristine.songhengnuestro@advicecanada.com>
Subject: Re: Conquest Amrit and Adam at ATA

Hello workspace and Conquest.

We are having similar issues adding clients and he also needs this for 2 clients meetings.

Can we please have this issue looked at for them ASAP.

Thanks in advance.


________________________________________
From: Dirk Leavesley <dirk@thefinancialplanners.ca>
Sent: Friday, November 28, 2025 10:50:24 AM
To: advisorsupport <advisorsupport@conquestplanning.com>
Cc: Johnson, Jacqualine <jackie@atafinancial.ca>; Workspace Support <WorkspaceSupport@canadalife.com>; Calibaba, Adam <adam@atafinancial.ca>; Mavi, Amritpaul <amrit@atafinancial.ca>; Dumitrescu, Vladimir <Vladimir.Dumitrescu@advicecanada.com>
Subject: [EXT] Re: Conquest 
 
Hey there - theyre included in this thread already - so does this mean we need to send a separate isolated email or they'll reply to this one? Theres urgency to this as we have client deadlines. Thanks. Dirk Leavesley, CFP® PFP RRC (he/him)
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 

Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hey there - theyre included in this thread already - so does this mean we need to send a separate isolated email or they'll reply to this one?

Theres urgency to this as we have client deadlines. Thanks.


 
Dirk Leavesley, CFP® PFP RRC (he/him)
Financial Planning Consultant      
Regional Vice-President, MB/SASK
(M) 204-955-0547| dirk@thefinancialplanners.ca 

 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
 
 
________________________________________
From: advisorsupport@conquestplanning.com <advisorsupport@conquestplanning.com>
Sent: Friday, November 28, 2025 8:47 AM
To: Dirk Leavesley <dirk@thefinancialplanners.ca>
Cc: jackie@atafinancial.ca <jackie@atafinancial.ca>; workspacesupport@canadalife.com <workspacesupport@canadalife.com>; adam@atafinancial.ca <adam@atafinancial.ca>; amrit@atafinancial.ca <amrit@atafinancial.ca>
Subject: Re: Conquest 
 
Hi Dirk,

Thanks for sharing your point.

We strongly recommend that you contact the Canada Life support team for any questions related to Canada Life Workspace/CRM: workspacesupport@canadalife.com

Best

Guillaume Tigori 
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 7:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube


--------------- Original Message ---------------
From: Dirk Leavesley [dirk@thefinancialplanners.ca]
Sent: 2025-11-27, 7:41 p.m.
To: advisorsupport@conquestplanning.com
Cc: jackie@atafinancial.ca; workspacesupport@canadalife.com; adam@atafinancial.ca; amrit@atafinancial.ca
Subject: Re: Conquest


 
The field is searchable and entering in the first letters of each first and last name is adequate but yes, also if you enter in the full name. I will try entering in the banes with capitals but the system shouldn't be that rigid as not to find the client. The system was working up until a few weeks ago so not clear on why this issue is happening now? It could have something to do with the CRM migration? 
 
 
 
Dirk Leavesley, CFP® PFP RRC (he/him)
Financial Planning Consultant      
Regional Vice-President, MB/SASK
(M) 204-955-0547| dirk@thefinancialplanners.ca 

 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
 
 
________________________________________
From: advisorsupport@conquestplanning.com <advisorsupport@conquestplanning.com>
Sent: Thursday, November 27, 2025 5:34 PM
To: Dirk Leavesley <dirk@thefinancialplanners.ca>
Cc: jackie@atafinancial.ca <jackie@atafinancial.ca>; workspacesupport@canadalife.com <workspacesupport@canadalife.com>; adam@atafinancial.ca <adam@atafinancial.ca>; amrit@atafinancial.ca <amrit@atafinancial.ca>
Subject: RE: Conquest 
 
Hi Dirk, 

Can you confirm that you are entering the first and last names of the co-customer exactly as they appear in your CRM, respecting capital letters? If yes, you should contact the CanadaLife support team for WS assistance: workspacesupport@canadalife.com
 

Best

Guillaume Tigori 
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 7:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube


--------------- Original Message ---------------
From: Dirk Leavesley [dirk@thefinancialplanners.ca]
Sent: 2025-11-27, 5:29 p.m.
To: jackie@atafinancial.ca; advisorsupport@conquestplanning.com
Cc: amrit@atafinancial.ca; workspacesupport@canadalife.com; adam@atafinancial.ca
Subject: RE: Conquest
 
Hey there – I’ve had 2 advisors including myself that when we launch a plan and try to add a co client after we’ve launched the plan and in Conquest – we are unable to “add a co-client”. Please see below, there’s no “error:” rather we can’t add an existing client within WS. I know that there have been upgrades to WS as of late, and adjustments to the CRM, so this may be the issue?
 
 
 
 
 
 
 
Dirk Leavesley, CFP® PFP RRC (he/him)
Financial Planning Consultant      
Regional Vice-President, MB/SASK
(M) 204-955-0547| dirk@thefinancialplanners.ca 

 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage
 
 
From: advisorsupport@conquestplanning.com <advisorsupport@conquestplanning.com>
Sent: Thursday, November 27, 2025 4:25 PM
To: jackie@atafinancial.ca
Cc: Dirk Leavesley <dirk@thefinancialplanners.ca>; amrit@atafinancial.ca; workspacesupport@canadalife.com
Subject: RE: Conquest
 
Hey Jackie, 
Thank you for contacting us. We take your concern very seriously and will work on it as quickly as possible.
To help us investigate, could you please let us know what message or error you receive when you try to add a co-client? If you can attach a screenshot, that would be very helpful.
I’m also looping in the Canada Life Support team so they can check on their side as well.
Thank you, and we look forward to receiving the information so we can assist you further.
Guillaume Tigori 
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 7:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube


--------------- Original Message ---------------
From: Jackie Johnson [jackie@atafinancial.ca]
Sent: 2025-11-27, 4:47 p.m.
To: advisorsupport@conquestplanning.com
Cc: dirk@thefinancialplanners.ca; amrit@atafinancial.ca
Subject: Conquest

 
Not able to add a Joint Client to a Plan on Conquest for Amrit Mavi (LL33309)
 
Could you please look into this.  
 ===================================
Hello Amit,

I am glad this is all sorted, and we apologies for any delay this might have caused.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: Amrit Mavi <amrit@atafinancial.ca> 
Sent: December 1, 2025 4:00 PM
To: Leavesley, Dirk <dirk@thefinancialplanners.ca>; Workspace Support <WorkspaceSupport@canadalife.com>; Dumitrescu, Vladimir <Vladimir.Dumitrescu@advicecanada.com>; advisorsupport <advisorsupport@conquestplanning.com>
Cc: Johnson, Jacqualine <jackie@atafinancial.ca>; Calibaba, Adam <adam@atafinancial.ca>; Song Heng-Nuestro, Kristine <kristine.songhengnuestro@advicecanada.com>
Subject: [EXT] RE: Conquest Amrit and Adam at ATA-24169574

Hey guys – its all sorted out To book a meeting please click the link below : Calendly - Amrit Mavi Office 1 (306) 546. 1386 | Cell 1 (306) 596. 4408 Fax: 1 (306) 543. 3886 amrit@ atafinancial. ca atafinancial. ca Protect, Grow, and Pass on what you
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hey guys – its all sorted out 

To book a meeting please click the link below :
Calendly - Amrit Mavi
 
 	Office 1 (306) 546.1386 | Cell 1 (306) 596.4408

 	Fax:1 (306) 543.3886

 	amrit@atafinancial.ca

 	atafinancial.ca


 
Protect, Grow, and Pass on what you have built.
If you are unable to reach me directly, please contact :
Jackie Johnson Administrative Assistant 
Direct line: 3065461388 / 
Email: jackie@atafinancial.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. Any activity in relation to my membership with the Canadian Association of Farm Advisors, Advocis and MDRT is related to my insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.",True,2025-12-02T13:17:34.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-01T18:50:13.000+0000,005OH00000AZ3ZxYAL,2025-12-02T13:17:34.000+0000,005OH00000AZ3ZxYAL,2025-12-02T13:17:34.000+0000,(204)291-0170,,vladimir.dumitrescu@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gygH8YAI,False,,24170792,0030A0000029fDvQAI,0010A000002w3RgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registrtaion,Medium,"EPPIE L DE PERALTA
B4527
Advisor was looking for a form, they have been transferrred to client services centre and they want to register for workspace. Steps provided.

Hello Eppie,

Thank you for calling workspace support. I am so happy to assist with your inquiry today.

In our todays, call, we discussed about the workspace registration process. To start this process please send an email to Distribution_Methodology@canadalife.com to get your activation code. Once you have the activation code, please visit Sign in | Canada Life for User Id registration. After 48 hours waiting period, you can register for workspace on Advisor Workspace Login – Canada Life. If you need any assistance, please let me know.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:36:10.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T19:05:43.000+0000,005OH00000BFiyTYAT,2025-12-01T19:36:10.000+0000,005OH00000BFiyTYAT,2025-12-01T19:36:10.000+0000,(604)647-0630,(604) 726-2684,eppiedeperalta@yahoo.ca,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gygPCYAY,False,,24169835,0030A0000029YY7QAM,0010A000002vxwzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Navigation -,Medium,"CHANCHAL JAURA
user is trying to view client information on workspace
Directed user on how to pull up their clients on the menu and find the product information.

Email:
----------
Hello Chanchal,

Thank you for contacting Workspace Support for help with navigation.

As mentioned during our call, to view policies related to a client, please navigate to the ‘clients’ tab, search and select the client you want to view and then select ‘products’ from the top menu.

Let us know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:03:35.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T18:53:23.000+0000,005OH00000BGf2TYAT,2025-12-01T19:04:00.000+0000,005OH00000BGf2TYAT,2025-12-01T19:04:00.000+0000,(604)537-4133,,chanchal.jaura@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyglpYAA,False,,24170854,003OH00000KUhgmYAD,001OH00000P0g2VYAR,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Workspace login issue,Medium,"****DDS****12/01/25 

Authenticated user as per KB0017399, unlocked account and sent password reset link
User updated their password and was able to sign into WS
 
============================================================================================= 
 
****Email Chain****

Bonjour Ginette,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès à L’Espace Affaires.

Lors de notre appel, nous avons remarqué que votre compte était bloqué car vous avez entré le mot de passe incorrect plusieurs fois. Vous avez réinitialisé votre mot de passe et ensuite accéder à votre compte Espace Affaires avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH0000097FtCYAU,2025-12-01T19:06:32.000+0000,005OH0000097FtCYAU,2025-12-01T19:32:26.000+0000,005OH0000097FtCYAU,2025-12-01T19:32:26.000+0000,(514)895-3921,,servicesfinanciersgplamondon@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyi64YAA,False,,24172492,0030A0000029nWaQAI,0010A000002wANIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process related questions for DSFA,Medium,"•	Reason for call: How to questions for DSFA
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: n/a
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”)
=======================
Hello Luz, 

Thank you for contacting Workspace Support. Your New Business Coordinator is Nancy Savignano 1-647-265-1374, or reachable at NBInquiry.Team5@canadalife.com. 

Your voice matters. Let us know what you thought about the quality of service offered today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:43:33.000+0000,False,False,005OH00000BFQFGYA5,2025-12-01T19:26:52.000+0000,005OH00000BFQFGYA5,2025-12-01T19:43:33.000+0000,005OH00000BFQFGYA5,2025-12-01T19:43:33.000+0000,(604)723-4611,,luzlavarez@hotmail.com,(604)596-9265,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyiHLYAY,False,,24170278,0030A000004AjwmQAC,0010A000004vw2aQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User ID Registration and Workspace MGA Registration,Medium,"User ID Registration and Workspace MGA Registration


Bonjour Vanessa, 

L’équipe qui s’occupe de fournir les lettres d’inscription est Distribution Methodology. 

Veuillez leur envoyer un courriel : distribution_methodology@canadalife.com



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 


From: Vanessa Trudeau <vanessa@alpfinance.ca> 
Sent: Friday, December 5, 2025 10:09 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: MCB | Vanessa Trudeau/ALP Finance Inc. Accès - C24170278

Bonjour, J'ai reçu l'information de la part Horizon de communiquer à cette adresse courriel afin d'obtenir ma lettre d’inscription pour mon nom d’utilisateur avec son nouveau code de rémunération H8734. Également effectuer des validations
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd

Bonjour,

J'ai reçu l'information de la part Horizon de communiquer à cette adresse courriel afin d'obtenir ma lettre d’inscription pour mon nom d’utilisateur avec son nouveau code de rémunération H8734.

Également effectuer des validations pour mon ancien code D1929 et me diriger vers le bon département pour désactiver ce code.

Merci bcp 




Bonjour Marie-Claire,

Merci d’avoir communiqué avec l’équipe du soutien technique de l’Espace affaires.

Veuillez demander à Vanessa de communiquer avec distribution_methodology@canadalife.com  afin d’obtenir sa lettre d’inscription pour son nom d’utilisateur avec son nouveau code de rémunération H8734. Ils pourront également effectuer des validations pour son ancien code D1929 et la diriger vers le bon département pour désactiver ce code.

Une fois qu’elle aura reçu son code d’activation ainsi que les autres renseignements nécessaires pour son inscription auprès du département de la Méthodologie de distribution de Canada Vie, veuillez lui indiquer d’utiliser ce lien pour compléter son inscription :

 https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/TermsAndConditionsSetup.do 

Une fois inscrite, elle devra attendre 48 heures ouvrables avant de pouvoir s’inscrire à son compte Espace affaires.

Pour compléter son inscription, veuillez lui faire suivre ce lien :

https://workspace.canadalife.com/s/login/SelfRegister?language=fr

Si Vanessa a des questions concernant l’inscription à son compte Espace affaires, veuillez lui demander de nous envoyer un courriel lorsqu’elle sera rendue à cette étape.

Bonne fin de journée!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Morelli, Claudia <Claudia.Morelli@canadalife.com> 
Sent: Friday, November 28, 2025 10:15 AM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Cc: Gestion des Contrats <Contrats@financierehorizons.ca>
Subject: FW: MCB | Vanessa Trudeau/ALP Finance Inc. Accès

Hello,

Please see e-mail below and assist Marie-Claire.

Thank you

Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA) | Compensation and Contracting Operations
Sr Spécialiste des contrats bilingue (AGD) | Opérations de Contrats et Rémunération

claudia.morelli@canadalife.com | 437-703-8574


 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Gestion des Contrats 
Sent: November 27, 2025 9:38 AM
To: Morelli, Claudia 
Subject: MCB | Vanessa Trudeau/ALP Finance Inc. Accès

Bonjour Claudia,

La conseillère Vanessa Trudeau a changé de statut, son code est demeuré actif : D1929 et celui du nouveau cabinet a été activé : H8734

Elle dit ne pas avoir reçu d’accès au portail Canada vie et que son ancien accès n’est plus actif. Elle a une nouvelle adresse courriel, c’est peut-être la cause du problème ?

Pourrais-tu svp m’indiquer ce qu’elle doit faire.

Merci !

 	Marie-Claire Brunelle
Spécialiste au service des contrats – Contracting specialist
Financière Horizons
T : 450.328.3583 SF: 888.353.2410
	Visitez financierehorizons.com | LinkedIn | Facebook | 

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite


Le service des contrats vous souhaite des Joyeuses Fêtes !
Nos bureaux sont fermés le 24 décembre à partir de midi, les 25 et 26 décembre 2025
ainsi que le 1er et 2 janvier 2026",True,2025-12-04T17:23:32.000+0000,False,False,0055o000001zVCKAA2,2025-12-01T18:59:25.000+0000,0055o000001zVCKAA2,2025-12-08T17:31:52.000+0000,0055o000001zVCKAA2,2025-12-08T17:31:52.000+0000,(819)360-3343,,vanessa@alpfinance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyjV9YAI,False,,24173147,0030A0000029Vb3QAE,0010A000002vvTgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:34:54.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T19:34:54.000+0000,005OH000003ds0PYAQ,2025-12-01T19:34:55.000+0000,005OH000003ds0PYAQ,2025-12-01T19:34:55.000+0000,(705)674-4551,,ryan.snow@igpwm.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyjlLYAQ,False,,24173630,0030A0000029jJoQAI,0010A000002w6r0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-MFA reset new device,Medium,"user request for qr code for salesforce authenticator tyo connect with new phone.
using KB0020738.
emailed user to reached out via phone .
**DDS**12/02/2025
Distribution methodology confirm user can now register his user name.


email=============

Bonjour Guillaume,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis avec l’authentificateur.

Pour que vous puissiez accéder à l’authentificateur Salesforce sur votre nouveau téléphone, nous devons déconnecter votre authentificateur actuel avec votre compte d’espace d’affaire.

Afin de vous assister dans cette démarche, nous devons établir un contact téléphonique avec vous.  Veuillez nous appeler à votre convenance au 1-888-999-4516 et toute personne sur l’espace de travail se fera un plaisir de vous aider.  Notre équipe est disponible entre 8h et 20h HNE, du lundi au vendredi.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Guillaume Denis-Ducharme <guillaume@lightaus.com> 
Sent: December 1, 2025 9:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Espace Affaires authentificateur INC1648334

Bonjour serait-il possible d'avoir mon code QR, j'essaie de configurer mon salesforce authentificator et le transfert ne se fait pas il faut que je reconfigure le compte au complet avec le code QR sur mon nouveau téléphone.   Je vous
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour serait-il possible d'avoir mon code QR, j'essaie de configurer mon salesforce authentificator et le transfert ne se fait pas il faut que je reconfigure le compte au complet avec le code QR sur mon nouveau téléphone. 

Je vous remercie d'avance et bonne journée!

-- 
 
Guillaume Denis Ducharme
Président & fondateur
Conseiller en sécurité financière
Représentant de courtiers en épargne collective 
Inscrit auprès de SENTINEL FINANCIAL MANAGEMENT CORP.
Prendre rendez-vous
dans mon agenda virtuel

514-467-1038 | lightaus.com
=========",True,2025-12-01T19:41:11.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-01T19:41:11.000+0000,005OH00000AZ3ZxYAL,2025-12-03T18:08:05.000+0000,005OH00000AZ3ZxYAL,2025-12-03T18:08:05.000+0000,(514)467-1038,,guillaume@lightaus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gylgbYAA,False,,24170649,0030A0000029i6eQAA,0010A000002w5sFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issues,Medium,"***DDS 2025-12-01***
User needed assistance logging in to Workspace.
DDS advised user to try inputting password again.
 
================================================================================
****Email Chain**
Hello Hannah,

It was a pleasure speaking to you earlier regarding your Workspace login issue. We’re happy we were able to assist you with logging in to your Workspace account. As discussed, we will submit your feedback in a feedback form to the developers and the responsible teams will take a look.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:12:24.000+0000,False,False,005OH00000AX0rVYAT,2025-12-01T19:03:58.000+0000,005OH00000AX0rVYAT,2025-12-01T19:31:07.000+0000,005OH00000AX0rVYAT,2025-12-01T19:31:07.000+0000,(604)438-3699,(604) 500-3836,hannahchen@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gylqHYAQ,False,,24170677,0030A0000029kJIQAY,0010A000002w7fKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:04:17.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T19:04:17.000+0000,005OH000003ds0PYAQ,2025-12-01T19:04:18.000+0000,005OH000003ds0PYAQ,2025-12-01T19:04:18.000+0000,(613)384-7114,,ryan.schenk@edwardjones.com,(866)575-0707,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gylrtYAA,False,,24170679,0030A0000029g0KQAQ,0010A000002w44VQAQ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Multi-factor Authenticator Disconnect,Medium,"MARIE PHILLIPS (A8217)
User is having trouble with passing MFA 
KB0020738- authenticated user and disconnected previous authenticator so user can set up new one

Email:
----------
.Hello Marie,

Thank you for contacting Workspace Support. It was a pleasure assisting you with setting up your multi-factor authenticator.

On the call today, I disconnected your previous authenticator so that you can have access to set up the authentication process again.

If you have any more questions, please let me know.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000BGf2TYAT,2025-12-01T19:04:19.000+0000,005OH00000BGf2TYAT,2025-12-01T19:20:46.000+0000,005OH00000BGf2TYAT,2025-12-01T19:20:46.000+0000,(905)746-7433,,marie.phillips@ipcsecurities.com,(905)648-8185,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gymT2YAI,False,,24172986,0030A000004LtLvQAK,0010A0000058dTwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:32:54.000+0000,False,False,0050A000001o2WeQAI,2025-12-01T19:32:54.000+0000,0050A000001o2WeQAI,2025-12-01T19:32:54.000+0000,0050A000001o2WeQAI,2025-12-01T19:32:54.000+0000,(709)739-5315,(709) 699-2127,jodi.macdonald@ig.ca,(709)739-4372,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gynVbYAI,False,,24180011,0030A0000029iWrQAI,0010A000002w6ElQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA Login Issue - ERR-W1285,Medium,"**DDS**12/02/2025
user called requesting assistance with the selfcare repnet but he does not remember the security password.
refer him to distribution methodology, for the user id.
once he received the user id please assist with registration as it seem his isam is locked.

Workspace MGA Login Issue - ERR-W1285

User ID: DPaquette

Bonjour Dominic, 

Nous sommes désolés que vous aillez des problèmes de connexion avec votre compte Espace affaires.

J’ai fait des validations et votre nom d’utilisateur est présentement actif et non-verrouillé. 

Il vous faudra donc seulement nous appeler pour que nous vous aidions à réinitialiser le mot de passe de votre compte Espace affaires. 

Pour vous aider à résoudre ce problème, nous devons communiquer avec-vous par téléphone. Veuillez nous appeler au moment qui vous convient au 1-888-999-4516; un membre de l’équipe Espace affaires se fera un plaisir de vous aider. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

Veuillez demander que l’on vous aide à réinitialiser le mot de passe de votre compte Espace affaires lors de votre appel. 

Nous ne pouvons pas parler avec Mohamed pour réinitialiser le mot de passe de votre compte Espace affaires. Nous devons vous parler directement et vous poser des questions de sécurité. 

Si vous préférez tenter de réinitialiser votre mot de passe avant de nous appeler, vous pouvez cliquer sur ce lien : Espace affaires ouvrez une session — Canada Vie

Entrez l’adresse courriel de votre compte Espace affaires dans le champ Adresse courriel puis cliquez sur le bouton Continuer. 

Vous pourrez par la suite cliquer sur le lien Mot de passe oublié? Sur la prochaine page

 J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.
 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 


From: Mohamed Guesmia <mohamed.guesmia@partenaire-conseils.com> 
Sent: Monday, December 8, 2025 8:55 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Dominic Paquette <dominic.paquette@partenaire-conseils.com>
Subject: [EXT] De la part de Dominic Paquette - Réclamation - Perte d’accès à Espace Affaires depuis 1 mois et demi - ERR-W1285 C24095580 et C24180011 

Madame, Monsieur, Bonjour, Nous souhaitons attirer votre attention sur un problème persistant concernant l’accès à notre Espace Affaires. Depuis plus d’un mois et demi, nous avons perdu l’accès à notre compte, ce qui nous empêche de servir efficacement
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Madame, Monsieur, Bonjour,

Nous souhaitons attirer votre attention sur un problème persistant concernant l’accès à notre Espace Affaires. Depuis plus d’un mois et demi, nous avons perdu l’accès à notre compte, ce qui nous empêche de servir efficacement nos clients.

Malgré plusieurs demandes adressées à vos équipes et les recommandations reçues, nous n’avons toujours pas de solution pour restaurer l’accès. Conformément à la suggestion de votre service Distribution Digital Support, nous avons demandé la réinitialisation du nom d’utilisateur (voir échanges en pièces jointes), mais la situation demeure inchangée depuis une semaine.
Cette perte d’accès nous contraint à effectuer nos demandes par téléphone, ce qui entraîne des délais importants et une perte de temps considérable, nuisant à la qualité de service.
Nous vous prions donc de mettre en place une solution immédiate pour rétablir notre accès à Espace Affaires. Merci de nous confirmer les prochaines étapes et le délai de résolution.

N.B : nous n'avons ni le nom d’utilisateur ni les réponses de sécurité nécessaires pour restaurer ce dernier, d'ou vient notre demande à distribution_methodology.

Cordialement,
Mohamed Guesmia
Adjoint administratif
Partenaire-Conseils
Groupe Financier & Gestion Privée
___________________________________________________
 	mohamed.guesmia@partenaire-conseils.com

 	450 973-2424 poste 160
 	partenaire-conseils.com

 	215-655 Prom. du Centropolis, Laval, QC, H7T 0A3





Bonjour Dominique, 

J’ai parlé à Mohamed concernant votre problème de connexion à votre compte Espace affaires.

Veuillez nous rappeler au 1-888-999-4516 afin que nous puissions vous identifier et discuter directement avec vous.

Nous pourrons régler votre problème à ce moment-là. Pour éviter de devoir expliquer la situation à une autre personne, vous pouvez demander à ce que votre appel soit transféré directement à moi. Il vous suffira de mentionner que vous souhaitez parler à Carl lorsque vous appellerez.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
=================12/01/2025
Bonjour Mohamed,

Merci d’avoir contacté le support de l’espace concernant votre soucis sur nom d'utilisateur de votre conseillier.

lors de notre appel, nous avons essayé d’utiliser la page selfserve mais nous n’avons pas pu car le conseiller ne se souvient pas de son mot de passe de sécurité.

nous attendons maintenant une réponse de l’équipe de la méthodologie de distribution pour passer à l’étape suivante.

veuillez me contacter ou contacter Carl une fois que vous recevez le nom utilisateur.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T22:08:03.000+0000,False,False,0055o000001zVCKAA2,2025-12-01T21:13:13.000+0000,0055o000001zVCKAA2,2025-12-09T22:08:04.000+0000,0055o000001zVCKAA2,2025-12-09T22:08:04.000+0000,(450)973-2424X200,,dominic.paquette@partenaire-conseils.com,(450)973-4585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gypFjYAI,False,,24174481,0030A0000029lmFQAQ,0010A000002w8rgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login Assistance,Medium,"CLARENCE ROWSELL
user is having trouble accessing their workspace account
Connected through Logmein to the user to navigate the log in process. We reset users password and they were able to verify and access the account.

Email
----------
Hello Clarence,

Thank you for contacting Workspace Support concerning your log in issues to your Workspace account.

On today’s call, we connect through a LogMeIn session where I was able to navigate and walk through the log in process. We successfully reset your password which granted you access to your account again.

Let us know if you have any more questions.



🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:11:12.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T19:52:12.000+0000,005OH00000BGf2TYAT,2025-12-01T20:11:12.000+0000,005OH00000BGf2TYAT,2025-12-01T20:11:12.000+0000,(709)739-5315,(709) 632-8605,clarence.rowsell@ig.ca,(709)739-4372,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gypkJYAQ,False,,24174349,0030A0000029kfWQAQ,0010A000002w7xnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,workspace registration,Medium,"RICHARD DEAN HONEYFORD	
D6346 KB0017316  
Advisor needed help for workspace registration. verified their identity and provided steps to complete registration. Setup authenticator and they were able to login successfully.

Hello Richard,

Thank you for calling workspace support team. I am so happy to assist you today.

In today’s call, you needed assistance for workspace registration. We completed the verification process, and then you shared your screen via Logmein session. We created the new password for your User ID and then completed the registration for workspace. You were able to setup google authenticator which allows you to login successfully to workspace. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:13:40.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T19:50:31.000+0000,005OH00000BFiyTYAT,2025-12-01T20:13:40.000+0000,005OH00000BFiyTYAT,2025-12-01T20:13:40.000+0000,(647)703-4962,,rhoneyford@torontomutualgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyrHRYAY,False,,24174075,003OH000002ai35YAA,001OH000003ENPkYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS**** 12/01/2025
User wanted to register for workspace, but they did not have their registration letter yet, so DDS referred user to DM


****EMAIL CHAIN*****
Hello Rafael,

          Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to @Distribution Methodology to get your registration letter. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:51:54.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T19:46:42.000+0000,005OH00000BFQFHYA5,2025-12-01T19:51:54.000+0000,005OH00000BFQFHYA5,2025-12-01T19:51:54.000+0000,(604)637-0341,,rafael@coreplan.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyrJ3YAI,False,,24175311,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:04:13.000+0000,False,False,005OH0000030c5BYAQ,2025-12-01T20:04:13.000+0000,005OH0000030c5BYAQ,2025-12-01T20:04:13.000+0000,005OH0000030c5BYAQ,2025-12-01T20:04:13.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gytvtYAA,False,,24172142,0030A00000BbWVnQAN,0010A00000CBieQQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor has locked themselves out of their workspace, I assisted with unlocking and password reset.
**************
Hi Laurel , thank you for contacting the workspace support today.

It was a pleasure assisting you today. To recap our call, you were locked out of your MGA workspace, we did a remote session and were able to get the account unlocked and your password reset. If you have any issues with your workspace account, feel free to let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:33:31.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T19:22:24.000+0000,005OH00000BFQFCYA5,2025-12-01T19:39:08.000+0000,005OH00000BFQFCYA5,2025-12-01T19:39:08.000+0000,(604)314-4960,,lmurray@evolutionstrategies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyuVNYAY,False,,24172222,0030A000007r1F0QAI,0010A000008jR7KQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:23:21.000+0000,False,False,005OH0000084GETYA2,2025-12-01T19:23:21.000+0000,005OH0000084GETYA2,2025-12-01T19:23:22.000+0000,005OH0000084GETYA2,2025-12-01T19:23:22.000+0000,(519)538-5541,(519) 538-5541,sean@gardhouse.ca,(519)538-4162,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyvXtYAI,False,,24172433,0030A0000029ashQAA,0010A000002vzwNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Learning Centre,Medium,"*12/1*
----------------
learning centre is not working 
f7452
unable to provision your account 850385IC 

Clear cookies and cache
Try a different browser
Ensure no pop-up blocker errors
Screenshot of the full page with error message and URL
SF ID 0030A0000028xBIQAY
Users Name YI ZHANG
Email address nicole@nzwealth.ca
Best contact number 

remoted to pc and confirmed browser was updated 
cleared cache and cookies
still receiving the error 

Unable to provision your account.
Please contact your administrator for assistance. Ticket id: 3ba575fa-3fc6-4fd5-8d3b-b768f89005d4.

*email*
----------------

Good afternoon Yi, 

Thank you for contacting the Workspace Support Team with your Learning Centre inquiry. 

You wanted to access the Learning Centre but received the error, unable to provision your account. We attempted some browser triage like checking for updates and clearing your cache and cookies but were unable to correct the issue. Please email learningcentreadministrator@canadalife.com and request support for your Learning Centre issue, they have access to the backend and can correct this issue. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T19:49:43.000+0000,False,False,005OH000008919xYAA,2025-12-01T19:26:00.000+0000,005OH000008919xYAA,2025-12-01T19:49:43.000+0000,005OH000008919xYAA,2025-12-01T19:49:43.000+0000,(604)261-2123,(604) 319-0689,zymin23@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gywAdYAI,False,,24172701,003OH00000TN9I6YAL,001OH00000Zm0XuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Constellation Import Contact error - INC1923374,Medium,"*** DDS Dec 1st, 2025 ***
Error when trying to import contact from Constellation, authenticating for investment center. Tried following KB0019930  and KB0022401. Transferred to Eliese for escalation to L2.",True,2026-01-29T16:18:36.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T19:29:26.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:18:36.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:18:36.000+0000,(416)892-0790,,jacklyn@changinglanesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gywH4YAI,False,,24172838,003G0000018f6ZqIAI,0010A000002wOXFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok 
-Las login date: N/A
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor code(s): W5512/ F7505

Call details: Caller is asking to reset their WS password.
>>> We reset their password, set up their MFA, linked it to WS, then logged them out and back in, to make sure that they are receiving the MFA code.


---------------------------EMAIL---------------------
Hi Julie,

It was a pleasure speaking on the phone with you earlier regarding your Workspace account and setting up your authenticator.

Just a recap of what we did, we reset your password, set up your authenticator, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:02:25.000+0000,False,False,005OH00000AbCcLYAV,2025-12-01T19:31:07.000+0000,005OH00000AbCcLYAV,2025-12-01T20:02:25.000+0000,005OH00000AbCcLYAV,2025-12-01T20:02:25.000+0000,(604)685-3707,(604) 341-4188,eric@barclayinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyxI0YAI,False,,24177900,003OH00000YPThZYAX,001OH00000hRtviYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"KB0020560- user receiving error message. User was selecting Advisor Solution instead of MGA. 
User set up Google MFA. 

Email: jyotsna.soni.ca@gmail.com

************************************************************
Good afternoon, Jyotsna

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace!
 
I'm glad I was able to assist you with signing into your Workspace account, please remember to choose MGA through the drop-down option of how you are associated with Canada Life. During Workspace login it will now request a confirmation through the Google authenticator.  

If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:41:44.000+0000,False,False,005OH00000BG5v4YAD,2025-12-01T20:41:44.000+0000,005OH00000BG5v4YAD,2025-12-01T21:20:37.000+0000,005OH00000BG5v4YAD,2025-12-01T21:20:37.000+0000,(647)336-7976,,jyotsna.soni.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyy4SYAQ,False,,24178241,0035o0000076ILRAA2,0015o000007kICBAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:46:23.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T20:46:23.000+0000,005OH000003ds0PYAQ,2025-12-01T20:46:24.000+0000,005OH000003ds0PYAQ,2025-12-01T20:46:24.000+0000,(705)748-6966,,ryan.young.wm@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyytzYAA,False,,24174795,0031600002C7VbbAAF,001G000000urMw9IAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,"**EMAIL**

Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Thomas Andreoli
Code: 34520

Please email it to thomas@afs-inc.ca",True,2025-12-01T19:56:39.000+0000,False,False,005OH0000071DK9YAM,2025-12-01T19:56:39.000+0000,005OH0000071DK9YAM,2025-12-01T19:56:40.000+0000,005OH0000071DK9YAM,2025-12-01T19:56:40.000+0000,(905)477-1234X104,,thomas@afs-inc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gyzoPYAQ,False,,24173287,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T19:36:26.000+0000,False,False,005OH000004pk06YAA,2025-12-01T19:36:26.000+0000,005OH000004pk06YAA,2025-12-01T19:36:26.000+0000,005OH000004pk06YAA,2025-12-01T19:36:26.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz0JAYAY,False,,24176207,0035o000006akH3AAI,0015o0000079j0PAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration assistance,Medium,"Authenticated? No
-Full name: Ok
-2AAC: Ok (1)
-Last login date: N/A
-Firm/MGA name: No
-Used LogMeIn? No
-Advisor code(s): H9168

Call details: Caller would like to be assisted to register their MGA account on Repnet using a Repnet activation code, when they already created a User ID.
>>>Caller advised to contact D&M to obtain their User Id and was provided registration steps.

---------------------------------------------------EMAIL-------------------------------------------
Hi Steve,

Thank you for contacting Workspace Support team.  

Based on our records, you were registered on Repnet, but you are not yet registered on Workspace (MGA).
•	If you forgot  your MGA User ID, you can request it from the Distribution and Methodology team to proceed with the registration by emailing them at: Distribution_Methodology@canadalife.com
To gain access to your MGA book of business on Workspace you will need to complete your registration, please ensure you use your MGA code and follow the steps outlined below.
You will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
Registering for User ID (formerly RepNet ID)
Step 1: From the Canada Life Selfcare Page, click Register to start the quick, 3-step registration process. 
 The Canada Life Selfcare Page page can be accessed with a direct URL: 
 https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
  
Step 2: Accept the terms and conditions. 
 
Step 3: Enter your first name, last name, your new advisor code (formerly called distributor code), and unique activation code. Click Continue. 
 NOTE - if the caller does not know their advisor code (formerly called distributor code) or Activate Code, direct them to Distribution Methodology (MGA) or Contracts and Licensing (ADSL) to have their Welcome Letter resent.  
•	Distribution_Methodology@canadalife.com
•	CanadaLife.Contracts&Licensing@canadalife.com 
 
IF  your user id has been created on Repnet, please allow 48 hours before registering for Workspace.
In case you’re already registered in Repnet and just don’t remember your User ID password, you can use the URL below and click on Forgot your password? Link : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en
If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting, and we will schedule a call to help you. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:35:25.000+0000,False,False,005OH00000AbCcLYAV,2025-12-01T20:16:47.000+0000,005OH00000AbCcLYAV,2025-12-01T20:35:26.000+0000,005OH00000AbCcLYAV,2025-12-01T20:35:26.000+0000,(204)500-5115X37,,steve@dreamretirement.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz0cXYAQ,False,,24180243,0035o000003iiD0AAI,0015o000004NUVRAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:16:47.000+0000,False,False,0055o000001t1uPAAQ,2025-12-01T21:16:47.000+0000,0055o000001t1uPAAQ,2025-12-01T21:16:48.000+0000,0055o000001t1uPAAQ,2025-12-01T21:16:48.000+0000,(226)980-9498,(226) 980-9498,fraser@prizemanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz29hYAA,False,,24179331,0030A0000029lcgQAA,0010A000002w8l1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:02:49.000+0000,False,False,005G0000002gyDJIAY,2025-12-01T21:02:49.000+0000,005G0000002gyDJIAY,2025-12-01T21:02:50.000+0000,005G0000002gyDJIAY,2025-12-01T21:02:50.000+0000,(306)463-5656,,emeyer@avisoinsurance.ca,(306)463-6426,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz29iYAA,False,,24179868,0030A0000029fD4QAI,0010A000002w3QpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:11:04.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T21:11:04.000+0000,005OH000003ds0PYAQ,2025-12-01T21:11:04.000+0000,005OH000003ds0PYAQ,2025-12-01T21:11:04.000+0000,(705)525-5811,,sandra@sandramews.com,(705)525-7416,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz2JHYAY,False,,24178556,0030A0000029ivFQAQ,0010A000002w6WXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:51:10.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T20:51:10.000+0000,005OH000003ds0PYAQ,2025-12-01T20:51:10.000+0000,005OH000003ds0PYAQ,2025-12-01T20:51:10.000+0000,(705)324-5433X227,,bws@sandersoninsurance.ca,(705)324-3133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz2xbYAA,False,,24178453,0030A0000029ab2QAA,0010A000002vzhmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:49:38.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T20:49:38.000+0000,005OH000003ds0PYAQ,2025-12-01T20:49:38.000+0000,005OH000003ds0PYAQ,2025-12-01T20:49:38.000+0000,(416)882-5606,,samuel@financialessentials.ca,(416)352-5689,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz343YAA,False,,24175480,0030A0000029p4lQAA,0010A000002wBbyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:06:52.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T20:06:52.000+0000,005OH000003ds0PYAQ,2025-12-01T20:06:52.000+0000,005OH000003ds0PYAQ,2025-12-01T20:06:52.000+0000,(705)645-1980X2205,,ryan@venturewealth.ca,(705)687-7985,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz3IeYAI,False,,24178664,0030A0000029d0jQAA,0010A000002w1bGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:53:06.000+0000,False,False,0055o000001NWfMAAW,2025-12-01T20:53:06.000+0000,0055o000001NWfMAAW,2025-12-01T20:53:06.000+0000,0055o000001NWfMAAW,2025-12-01T20:53:06.000+0000,(416)898-8889,,henriquesfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz6MtYAI,False,,24175363,0030A0000029klKQAQ,0010A000002w81rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reconnect Authenticator,Medium,"•	Reason for call: Reconnect authenticator, has new phone
Authentication: Yes/No, which rotation: Yes, Dec rotation
•	Troubleshooting steps completed: Reconnect authenticator via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0021888  
============================
Hello Luis, 

Thank you for contacting Workspace Support. It was our pleasure in helping you reconnect your Authenticator app to Workspace. 

Your voice matters. Let us know what you thought about the service by filling out a survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:29:57.000+0000,False,False,005OH00000BFQFGYA5,2025-12-01T20:05:00.000+0000,005OH00000BFQFGYA5,2025-12-01T20:30:12.000+0000,005OH00000BFQFGYA5,2025-12-01T20:30:12.000+0000,(647)394-1967,,posadasoto@gmail.com,(905)829-5514,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz6oJYAQ,False,,24175110,0035o000005y31TAAQ,0015o000006VtsqAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reconnect Authenticator,Medium,"Reason for call: Reconnect authenticator
Authentication: Yes/No, which rotation: Yes, Dec rotation
•	Troubleshooting steps completed: Completed via SF
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): KB0021888  

=======================
Hello James, 

Thank you for contacting Workspace Support. It was our pleasure in helping you reconnect your Authenticator app to Workspace. 

Your voice matters. Let us know what you thought about the service by filling out a survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:11:15.000+0000,False,False,005OH00000BFQFGYA5,2025-12-01T20:01:13.000+0000,005OH00000BFQFGYA5,2025-12-01T20:11:15.000+0000,005OH00000BFQFGYA5,2025-12-01T20:11:15.000+0000,(416)508-2284,,contactjamesmedeiros@protonmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz7PUYAY,False,,24179571,003G0000018f6U3IAI,0010A000002wOQlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Advisor unable to access workspace, assisted the advisor making sure that he is putting in the right details so he can receive the password reset link. Was able to get  the access back to workspace.
======================

Hi Patrick,

Thank you for contacting the workspace support about you not able to access your workspace.

We did make sure that correct details are placed accordingly such as the email and the association. We did confirm that you were able to get the access back to you workspace.

Appreciate your time and patience in going through process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-01T21:16:32.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T21:06:16.000+0000,005OH00000BFPZHYA5,2025-12-01T23:29:27.000+0000,005OH00000BFPZHYA5,2025-12-01T23:29:27.000+0000,(204)947-5555,(204) 898-0790,patrick@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz88cYAA,False,,24179950,0035o000006xvbyAAA,0015o000007aXUJAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SimpleProtect,Medium,"CORA CHAN
Issues with completing information on SimpleProtect
Advised them to format the account number differently to process the application.

Email:
----------
Hello Cora,

Thank you for contacting workspace support with regards to your SimpleProtect application.

On today’s call, I performed troubleshooting through out LogMeIn connect session and determined that the account number was missing a format that is needed to process the application. I have confirmed where you can find this information in the future. Please reference this format to process the banking information for your applications through Advisor Content Hub. 

Let us know if you have any more questions. 


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:24:24.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T21:12:30.000+0000,005OH00000BGf2TYAT,2025-12-04T16:24:25.000+0000,005OH00000BGf2TYAT,2025-12-04T16:24:25.000+0000,(403)619-3882,,cora@thebig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz9EQYAY,False,,24179821,0030A0000029lcgQAA,0010A000002w8l1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:10:23.000+0000,False,False,005G0000002gyDJIAY,2025-12-01T21:10:23.000+0000,005G0000002gyDJIAY,2025-12-01T21:10:24.000+0000,005G0000002gyDJIAY,2025-12-01T21:10:24.000+0000,(306)463-5656,,emeyer@avisoinsurance.ca,(306)463-6426,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gz9HcYAI,False,,24178603,003G0000018f6ykIAA,0010A000002wP1OQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Upload file issue,Medium,"KB: KB0017017
Salesforce ID: 0050A000001g2sCQAQ
Advisor Name: Brian McParlan
Advisor Code: F1305 / ll27025
Policy number: 90244200
Authenticated: N/A
Screenshot: Attached
Contact type: Phone
Caller’s Email address: brian@mcparlanfinancial.ca 

Temporal resolution: Agent advised the customer to submit the documents via the designated email address as an alternative.
----------------------EMAIL-------------------------------------------

Hi Brian,

Thank you for contacting Workspace Support team.  

The issue was escalated for immediate investigation. We appreciate you bringing this to our attention and will investigate further. 

In the meantime, you can still submit the redemption request to the Canada Life Segregated funds team directly by email at: isp_customer_care@canadalife.com 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
------------------------------------
Hello W.S.Leaders,

Please review and advise on resolution.

Issue: Caller is unable to upload documents for a TFSA policy redemption in the workspace. The upload screen freezes after selecting the file.

Troubleshooting Performed:
•	Connected via LogMeIn.
•	Cleared browser cookies.
•	Closed and reopened browser.
•	Followed the document submission process as outlined in KB0017017.
•	Attempted to upload two different documents (file size approx. 1.5 MB each); issue persisted.

KB: KB0017017
Salesforce ID: 0050A000001g2sCQAQ
Advisor Name: Brian McParlan
Advisor Code: F1305 / ll27025
Policy number: 90244200
Authenticated: N/A
Screenshot: Attached
Contact type: Phone
Caller’s Email address: brian@mcparlanfinancial.ca 

Temporal resolution: Agent advised the customer to submit the documents via the designated email address as an alternative.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000AbCcLYAV,2025-12-01T20:51:55.000+0000,005OH00000AbCcLYAV,2025-12-02T00:49:47.000+0000,005OH00000AbCcLYAV,2025-12-02T00:49:47.000+0000,(613)986-3062,,brian@mcparlanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzAofYAE,False,,24175270,0030A00000A0t2yQAB,0010A00000Aa4mzQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor is having an issue with a conversion policy.
**************
Hi Brian , thank you for contacting the workspace support today.
To recap our call, you were having issues to locate a conversion application you completed, this is not something you will have to redo. To assist with our investigation on this application can I please confirm Signing client name, their email address, their phone number, and the date the signature was requested.
Thank you kindly.



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:20:55.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T20:03:34.000+0000,005OH00000BFQFCYA5,2025-12-01T20:25:25.000+0000,005OH00000BFQFCYA5,2025-12-01T20:25:25.000+0000,(226)448-3299,,brian.kustermans@stonefacefinancial.com,(519)435-7999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzAoiYAE,False,,24181069,003G0000018f6y8IAA,0010A000002wP0mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect,Medium,"Advisor is unable to move forward with the health and  application due to error.
*******
Hi Kelly , thank you for contacting the workspace support today.

To recap our call, we did a remote session to view an application within simple protect that you’re having issues with. I did some investigation and for the YDS it may have a certain value that is required to confirm this you would have to contact your Regional sales associate Teri Kokaritis Teri.kokaritis@canadalife.com. If you are still having issues, please let me know.



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T21:43:06.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T21:31:22.000+0000,005OH00000BFQFCYA5,2025-12-01T21:53:13.000+0000,005OH00000BFQFCYA5,2025-12-01T21:53:13.000+0000,(604)681-7185X1,(604) 789-9889,kelly@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzBpfYAE,False,,24179164,0030A0000029b61QAA,0010A000002w08AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*****DDS*****12/01/2025
User called to request unlock of workspace account after accessing user profile, i noticed account was not locked. Advised user on the sign in link and to send screenshot if still having issues. 


*****8email chain*****
Hello Yun, 

      It was a pleasure assisting you today. In regards to the sign in issue, you might be trying to access workspace through an expired or an inactive link: Use this link   https://workspace.canadalife.com/ to try to login. If you are still having issues, please try a password reset. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T21:06:28.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T21:00:09.000+0000,005OH00000BFQFHYA5,2025-12-01T21:06:29.000+0000,005OH00000BFQFHYA5,2025-12-01T21:06:29.000+0000,(604)438-3699,(604) 780-7871,wendytian@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzCVXYA2,False,,24176603,0030A0000029XrPQAU,0010A000002vxNlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"DEBORAH Esther MORRA	
finesseyourfinances@rogers.com
Advisor was not able to login. Did Logmein session and realize they were using wrong website. Provided them correct website and they were able to login successfully.

Hello Debra, 

Thank you for calling workspace support team with login issue. I am so happy to take your call today.

In our today’s call, you needed assistance for workspace login. You shared your screen with me and then we find out that you were using wrong website. Please always use Advisor Workspace Login – Canada Life for workspace login. At the end ,you were able to login successfully on this website. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:35:08.000+0000,False,False,005OH00000BFiyTYAT,2025-12-01T20:22:25.000+0000,005OH00000BFiyTYAT,2025-12-01T20:35:08.000+0000,005OH00000BFiyTYAT,2025-12-01T20:35:08.000+0000,(905)859-5141,(647) 220-2977,finesseyourfinances@rogers.com,(905)859-8571,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzCfCYAU,False,,24176037,003G0000018f75YIAQ,0010A000002wP8sQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Supporti reset mfa,Medium,"user called regarding his mfa need a reset, he has a new device
Authenticated user and reset mfa,KB0020738
Email=========
Bonjour Jean guy,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis d’authentificateur, J'ai vraiment apprécié notre échange.

lors de notre appel aujourd’hui, nous avons déconnecté avec succès votre ancienne connexion d’authentificateur et nous sommes revenus avec votre nouveau téléphone.

nous avons essayé de nous déconnecter et de nous reconnecter pour nous assurer que l’application fonctionne correctement
Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:34:26.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-01T20:14:09.000+0000,005OH00000AZ3ZxYAL,2025-12-01T20:35:03.000+0000,005OH00000AZ3ZxYAL,2025-12-01T20:35:03.000+0000,(438)796-8689,(514) 473-8876,jean-guy.fortin@sffainc24.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzF3bYAE,False,,24178411,003G0000018f75sIAA,0010A000002wP9CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations access,Medium,"*** DDS Dec 1st 2025 ***
User wants to create an illustration for 2012 policy. I told her it's through PI, but she does not remember password, so: authentication, rotation #2, temp password created, told her how to change it and then signed in to PI.
===============
Bonjour Catherine,

C’était un plaisir de vous aider aujourd’hui pour vous aider à accéder à Product Illustrations.

Durant notre appel, j’ai créé un mot de passe temporaire avant de vous aider à le mettre à jour. Ce nouveau mot de passe est lié à votre UserID utile pour Product Illustrations. Rien ne change pour vous connecter à l’Espace Affaires.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-01T21:12:29.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-01T20:49:05.000+0000,005OH00000AbJ7aYAF,2025-12-01T21:12:29.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:02:34.000+0000,(819)205-7374,(819) 790-1629,hugo.laplante@sommetgf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzGm4YAE,False,,24178682,0030A000005x8xfQAA,0010A000006hfLHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:53:17.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T20:53:17.000+0000,005OH000003ds0PYAQ,2025-12-01T20:53:17.000+0000,005OH000003ds0PYAQ,2025-12-01T20:53:17.000+0000,(416)931-8999,,sandra@wealthshield.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzH73YAE,False,,24179923,0030A0000029ahrQAA,0010A000002vzmkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:12:01.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T21:12:01.000+0000,005OH000003ds0PYAQ,2025-12-01T21:12:02.000+0000,005OH000003ds0PYAQ,2025-12-01T21:12:02.000+0000,(343)363-5068,,sandra@pomfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzHn1YAE,False,,24178352,0030A0000029m0FQAQ,0010A000002w92DQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:48:14.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T20:48:14.000+0000,005OH000003ds0PYAQ,2025-12-01T20:48:15.000+0000,005OH000003ds0PYAQ,2025-12-01T20:48:15.000+0000,(613)384-7899,,sabrina_porter@cooperators.ca,(613)384-7791,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzHtRYAU,False,,24180589,003G0000018f6pBIAQ,0010A000002wOquQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Phone number required for workspace,Medium,"*****DDS**** 12/01/2025
Asa called to verify if they are need to update their phone number for workspace, as they just recently changed. DDS advised user a phone number update is not required to access workspace. 


*****email chain*****

Hello Linda, 

      It was a pleasure assisting you today. A phone number update is not required on our end to access workspace. Workspace only does MFA, which can be set up with an authenticator app or salesforce authenticator. If you do have any issues accessing advice Canada tomorrow, you can give us a call at 1-800-475-7001, Monday -Friday from 8am-8pm est. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T21:37:48.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T21:22:37.000+0000,005OH00000BFQFHYA5,2025-12-01T21:37:48.000+0000,005OH00000BFQFHYA5,2025-12-01T21:37:48.000+0000,(613)205-8020,(613) 812-2241,barry@rwsl.ca,(613)205-8007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzI4pYAE,False,,24182311,0030A0000029YtmQAE,0010A000002vyFVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor unable to confirm advisor code.

**********
Hi Avinash   , thank you for contacting the workspace support today.

Our goal is to make doing business with us as easy as possible while keeping your account secure. Once you do have your advisor code, please give us a call back an agent would be happy to assist you.


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T22:03:23.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T21:53:28.000+0000,005OH00000BFQFCYA5,2025-12-01T22:03:23.000+0000,005OH00000BFQFCYA5,2025-12-01T22:03:23.000+0000,(416)936-6171,,avi@avisingh.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzJFKYA2,False,,24179700,003OH00000Xfy5FYAR,001OH00000fyWLaYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:08:26.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T21:08:26.000+0000,005G0000002gxxjIAA,2025-12-01T21:08:26.000+0000,005G0000002gxxjIAA,2025-12-01T21:08:26.000+0000,(514)830-4637,,vincent.hillel@altohyp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzJgfYAE,False,,24176755,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:25:02.000+0000,False,False,005OH000007fgYjYAI,2025-12-01T20:25:02.000+0000,005OH000007fgYjYAI,2025-12-01T20:25:03.000+0000,005OH000007fgYjYAI,2025-12-01T20:25:03.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzJyTYAU,False,,24180124,003OH00000Xbj02YAB,001OH00000fpw8vYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:14:49.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T21:14:49.000+0000,005G0000002gxxjIAA,2025-12-01T21:14:50.000+0000,005G0000002gxxjIAA,2025-12-01T21:14:50.000+0000,(514)775-9795,,sam@torrefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzKJNYA2,False,,24176867,003G0000018f7MJIAY,0010A000002wPRyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect.,Medium,"******DDS***** 12/01/2025
User wanted to disconnect and reconnect their MFA for both MGA and ADSL channels. Authenticated using KB0021888.


*****EMAIL CHAIN*****
Hello Herman, 

      Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you disconnect and reconnect your MFA for both your MGA and Advisor solutions channel to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:31:31.000+0000,False,False,005OH00000BFQFHYA5,2025-12-01T20:26:46.000+0000,005OH00000BFQFHYA5,2025-12-01T20:31:31.000+0000,005OH00000BFQFHYA5,2025-12-01T20:31:31.000+0000,(416)880-8018,(416) 880-8018,herman.chan@crimsonfi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzL5rYAE,False,,24179892,0030A00000AZP2UQAX,0010A000006xgDsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Misdirected group benefit case,Medium,"Misdirected group benefit case

Hi Holly, 

I noticed the policy numbers listed below seem to be linked with group benefits. 

Workspace Support only manage individual product related questions. So you will need to communicate with Groupnet for Plan Admin help desk at 1-800-665-2648. 

They will be able to direct you to the direct department to submit your request.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Holly Hargrave <Holly.Hargrave@peoplecorporation.com> 
Sent: Monday, December 1, 2025 10:32 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Gagnon, Joel <jgagnon@lifeinc.ca>; Carrier Enablement <carrierenablement@peoplecorporation.com>; Antony Iskander <antony.iskander@peoplecorporation.com>
Subject: [EXT] RE: Request to Transfer RPP Policies to Eagle Bay

Hi Carl, Just to be clear People Corporation remains the AOR, we’re just moving the policies from one operating company to another (RPP to EBFS). As such, I want to make sure there is no disruption to clients when making this change. Please
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carl,

Just to be clear People Corporation remains the AOR, we’re just moving the policies from one operating company to another (RPP to EBFS). As such, I want to make sure there is no disruption to clients when making this change. Please confirm.

Also to clarify, the users listed below are from EBFS so access can be granting and maintained.

Thank you,

Holly


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 12:57 PM
To: Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Holly Hargrave <Holly.Hargrave@peoplecorporation.com>; Joel Gagnon <jgagnon@lifeinc.ca>; Carrier Enablement <carrierenablement@peoplecorporation.com>; Antony Iskander <antony.iskander@peoplecorporation.com>
Subject: RE: Request to Transfer RPP Policies to Eagle Bay

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
ATTENTION: Ce courriel provient de l’extérieur de l’organisation. Ne cliquez pas sur les liens et ne téléchargez pas les pièces jointes à moins de reconnaître l’expéditeur et de savoir que le contenu est sans danger.
Hi Claudette, 
 
Thank you for contacting Workspace Support.  
 
We’ve reviewed the details you shared regarding the transfer of RPP policies. This type of change appears to relate to an agent of record update, which falls outside the scope of Workspace Support. However, we want to ensure there are no access issues for the individuals listed.
 
Antony, could you advise if any offboarding is required for the users mentioned in the email?
 
Have a wonderful day. 
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
 
 
From: Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com> 
Sent: Tuesday, November 25, 2025 9:17 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Holly Hargrave <Holly.Hargrave@peoplecorporation.com>; Gagnon, Joel <jgagnon@lifeinc.ca>; Carrier Enablement <carrierenablement@peoplecorporation.com>; Antony Iskander <antony.iskander@peoplecorporation.com>; Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>
Subject: RE: Request to Transfer RPP Policies to Eagle Bay
 
@Distribution Methodology & @Workspace Support,
 
Please see details below on system access of individuals. Please respond to People Corp. 
 
 
Merci/ Thank you,
 
Claudette Desrosiers-Hinchliffe ( elle/she/her)
Senior Contracts & Compensation Specialist 
Contracts & Compensation | Winnipeg HO 
 
Claudette.Desrosiershinchliffe@canadalife.com  |  204-926-5113
 
Upcoming Absences / Vacances Planifiées: 
Office Closure / fermeture du bureau: December 24, 25, 26, 2025
 
 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Antony Iskander <antony.iskander@peoplecorporation.com> 
Sent: November 25, 2025 10:18 AM
To: Desrosiers-Hinchliffe, Claudette <Claudette.DesrosiersHinchliffe@canadalife.com>
Cc: Holly Hargrave <Holly.Hargrave@peoplecorporation.com>; Gagnon, Joel <jgagnon@lifeinc.ca>; Carrier Enablement <carrierenablement@peoplecorporation.com>
Subject: [EXT] Request to Transfer RPP Policies to Eagle Bay
 
Hello Claudette, We would like to request the transfer of the attached RPP policies from People Corporation (RPP/PC) to Eagle Bay Financial Services. These changes have been reviewed and confirmed on our end. Please initiate the transfer under
Hello Claudette,
 
We would like to request the transfer of the attached RPP policies from People Corporation (RPP/PC) to Eagle Bay Financial Services. These changes have been reviewed and confirmed on our end.
Please initiate the transfer under the Eagle Bay advisor code below:
 
From : 611936 - People Corporation o/a RPP Benefits 
 
Client Legal Name	Policy #	Line of Business 
Tsawwassen First Nation	180745	GB
Tsawwassen First Nation	61277	GRS
First Nations Financial Management Board	65074	GRS
Hailika'as Heiltsuk Health Centre	165774	GB
Hailika'as Heiltsuk Health Centre	67647	GRS
Bella Bella Community School	65844	GRS
Urban Native Youth Association	177424	GB
 
To : Advisor Code: 186160 - People Corporation o/a Eagle Bay Financial Services
Client Legal Name	Client Portal Access
Tsawwassen First Nation	Cory St. Jean - g4acostj; Lauren Teasdale – g4atelau; Kathy Cordonier – g4acorka; Leanne MacKinnon – g4amacle; Crystal Tober – g4atocry; Danielle Lewthwaite – g4adlewt; Christina Fryer - g4acfrye
Tsawwassen First Nation	Joel Gagnon user access 5936752
First Nations Financial Management Board	Joel Gagnon user access 5936752
Hailika'as Heiltsuk Health Centre	Cory St. Jean - g4acostj; Lauren Teasdale – g4atelau; Kathy Cordonier – g4acorka; Leanne MacKinnon – g4amacle; Crystal Tober – g4atocry; Danielle Lewthwaite – g4adlewt; Christina Fryer - g4acfrye
Hailika'as Heiltsuk Health Centre	Joel Gagnon user access 5936752
Bella Bella Community School	Joel Gagnon user access 5936752
Urban Native Youth Association	Cory St. Jean - g4acostj; Lauren Teasdale – g4atelau; Kathy Cordonier – g4acorka; Leanne MacKinnon – g4amacle; Crystal Tober – g4atocry; Danielle Lewthwaite – g4adlewt; Christina Fryer - g4acfrye
 
 
&
 
From : 648258 - People Corporation o/a RPP Benefits 
 
Client Legal Name	Policy #	Line of Business 
New Relationship Trust	414863	GB
 
To : Advisor Code: 186160 - People Corporation o/a Eagle Bay Financial Services
 
Client Legal Name	Client Portal Access
New Relationship Trust	Cory St. Jean - g4acostj; Lauren Teasdale – g4atelau; Kathy Cordonier – g4acorka; Leanne MacKinnon – g4amacle; Crystal Tober – g4atocry; Danielle Lewthwaite – g4adlewt; Christina Fryer - g4acfrye
 
Please note: The commission statement access email for all policies should be accountsreceivable@peoplecorporation.com.
 
If you require any additional information or documentation to proceed, please let us know and we will provide it right away.
 
Thank you for your support.
 
Antony Iskander, PMP
Project Manager, Sales optimization
 
 	2255 Sheppard Ave E Suite 202, North York, ON M2J 4Y1
C: 647 - 607 - 8991 
    	antony.iskander@peoplecorporation.com
peoplecorporation.com
Book a meeting with me
Let’s connect on LinkedIn!
 
 
 
This message is intended only for the use of the person/company/agency (""intended recipient"") to whom it is addressed. It may contain information which is privileged and confidential. If you are not the intended recipient, please contact the sender as soon as possible. Any dissemination, distribution, copying or other use of this message, or any of its content, by anyone other than the intended recipient, is strictly prohibited. We have taken every precaution to ensure that this message is virus free, but we cannot be responsible for any damage that may be caused by its content.
Ce message est destiné exclusivement à l’usage de la personne/l’entreprise/l’agence (""destinataire"") à qui il est adressé puisqu’il peut contenir des renseignements protégés et confidentiels. Si vous n’êtes pas le destinataire, veuillez aviser l’expéditeur dans les plus brefs délais. Il est strictement interdit à quiconque n’est pas le destinataire de diffuser, distribuer, reproduire, ou d’utiliser le contenu de ce message de toute autre manière. Toutes les précautions nécessaires sont prises pour nous assurer que le message est exempt de virus informatique mais nous ne pouvons être tenus responsables des dommages qui pourraient être causés par le contenu de ce message.
 
This message is intended only for the use of the person/company/agency (""intended recipient"") to whom it is addressed. It may contain information which is privileged and confidential. If you are not the intended recipient, please contact the sender as soon as possible. Any dissemination, distribution, copying or other use of this message, or any of its content, by anyone other than the intended recipient, is strictly prohibited. We have taken every precaution to ensure that this message is virus free, but we cannot be responsible for any damage that may be caused by its content.
Ce message est destiné exclusivement à l’usage de la personne/l’entreprise/l’agence (""destinataire"") à qui il est adressé puisqu’il peut contenir des renseignements protégés et confidentiels. Si vous n’êtes pas le destinataire, veuillez aviser l’expéditeur dans les plus brefs délais. Il est strictement interdit à quiconque n’est pas le destinataire de diffuser, distribuer, reproduire, ou d’utiliser le contenu de ce message de toute autre manière. Toutes les précautions nécessaires sont prises pour nous assurer que le message est exempt de virus informatique mais nous ne pouvons être tenus responsables des dommages qui pourraient être causés par le contenu de ce message.",True,2025-12-04T16:50:48.000+0000,False,False,0055o000001zVCKAA2,2025-12-01T21:11:31.000+0000,0055o000001zVCKAA2,2025-12-04T16:50:48.000+0000,0055o000001zVCKAA2,2025-12-04T16:50:48.000+0000,,,holly.hargrave@peoplecorporation.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzMJfYAM,False,,24181393,003G0000018f6rJIAQ,0010A000002wOt3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Error trying to submit documents in Workspace through Submit Document,Medium,"Error trying to submit documents in Workspace through Submit Document

Thank you.
Steve


Hi Steve, 

We were informed of an outage this morning that was affecting forms & process. 

It seems to be now resolved.

Can you try again accessing it by closing all of your browser’s tab and logging back to Workspace? 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Steve Sferopoulos <steve@sferofinancialgroup.com> 
Sent: Friday, December 5, 2025 9:56 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Phone Call - Error Uploading a pdf to Submit document in Workspace - C24181393

Hi Carl, Thank you for letting me know about the previous problem. Today I tried to go onto forms & process and notice that this is now not working. It shows 504 gateway time-out after the circle of doom can’t load. Just thought I would
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carl,

Thank  you for letting me know about the previous problem. Today I tried to go onto forms & process and notice that this is now not working. It shows 504 gateway time-out after the circle of doom can’t load.

Just thought I would let you know. Please advise if this is known for all or is there something going on, on my end.

Thank you.
Steve 

Steve Sferopoulos


Spoke to Jason on the assist line and DAS will check if there is an on going issue that is affecting multiple users 

Hi Steve, 

I hope you are doing well. 

We were informed that this issue is now resolved. You should now be able to upload the pdf file without issue. 

If this issue is not resolved, send us an email and we will be glad to assist you again. 

Have a wonderful day!

Thank you for your patience while I was working on finding the best way to help you with your request today. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback. complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Hi Steve, 

Thank you for contacting Workspace Support.  

As discussed, there seem to be a technical issue with the Submit document feature in Workspace that is affecting many users. 

Our second level support is currently investigating. 

We will send you an update once we have more details. 

Thank you for your patience and have a wonderful day. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:53:33.000+0000,False,False,0055o000001zVCKAA2,2025-12-01T21:36:24.000+0000,0055o000001zVCKAA2,2025-12-05T21:25:29.000+0000,0055o000001zVCKAA2,2025-12-05T21:25:29.000+0000,(416)901-3217,(416) 826-5071,steve@sferofinancialgroup.com,(416)901-3462,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzMbRYAU,False,,24182225,003OH000007JvRdYAK,001OH0000091fqPYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:51:36.000+0000,False,False,005OH00000865wTYAQ,2025-12-01T21:51:36.000+0000,005OH00000865wTYAQ,2025-12-01T21:51:37.000+0000,005OH00000865wTYAQ,2025-12-01T21:51:37.000+0000,(780)940-5217,,ylabbe@cifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzNvaYAE,False,,24178368,0030A0000029oTxQAI,0010A000002wB7rQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Multi-factor Authenticator Setup,Medium,"SCOTT SEGGER
User changed their device and needs an MFA set up again.
Advised user to call in for authentication reasons. 
Update December 2nd, 2025: User requested a callback due to not knowing what options to select. I advised them of what options to select to be directed accordingly since I would not be available to call them back.
Email:
----------
Hello Scott,

Please advise what trouble you are having with calling our phone number so that we can investigate it. 

I unfortunately will not be able to call you today because I am unavailable but please try our phone line again and any of my colleagues will be happy to help.

To further direct you, the number you will need to call is 1-888-999-4516 (8am and 8pm EST Monday-Friday) and the options you select are 1 (English) for your language option, 1 again because you are an advisor and then 1 finally because you are calling about Workspace. You should be put through to an agent after these options.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Scott Segger <scott@vanta.ca> 
Sent: December 1, 2025 5:27 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Dyck, Tiffany <tiffany.dyck@canadalife.com>
Subject: [EXT] Re: Multi-factor Authenticator Setup - 24178368

Can someone phone me pls - I've been on a loop for 10 minutes pressing 1 etc. . . 7809328446 Thanks! Scott Segger , Bcom, CLU®, CH. FC  Senior Advisor, Life Insurance Navacord Vanta Life | Insurance & Estate Planning T 780-669-6633 M 780-932-8446
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Can someone phone me pls - I've been on a loop for 10 minutes pressing 1 etc...

7809328446

Thanks!

Scott Segger , Bcom, CLU®, CH.FC	

Senior Advisor, Life Insurance	

 
Navacord Vanta Life | Insurance & Estate Planning	 
T 	780-669-6633

M 	780-932-8446

E	scott@vanta.ca

	 

 
NOTE: This message (and any associated files) is intended only for the use of the individual(s) or entity to which it is addressed and may contain information that is privileged, confidential, or subject to copyright. If you are not the intended recipient you are hereby notified that any dissemination, copying or distribution of this message, or files associated with this message, is strictly prohibited. If you have received this message in error, please notify us immediately by replying to the message and deleting it from your computer. Messages sent to and from us may be monitored. Although Navacord Vanta Life has taken reasonable precautions to ensure no viruses are present in this email, Navacord Vanta Life cannot accept responsibility for any loss or damage arising from the use of this email or attachments. Any views or opinions presented are solely those of the author and do not necessarily represent those of Navacord Vanta Life.

Hello Scott,

It was brought to our attention that you need assistance with setting up your multi-factor authenticator after changing your device. 

We can help you with this. However, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday to Friday.

Let us know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Dyck, Tiffany <tiffany.dyck@canadalife.com> 
Sent: December 1, 2025 3:15 PM
To: Scott Segger <scott@vanta.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: You're Invited: Canada Life Lunch & Learn – Living Benefits Academy Part 3 (Sept 17)

Hello WS

As per below, could someone please assist Scott with login?

Thank you,
 
Tiffany (Rutetzki) Dyck, BHJ, RHU, GBA
Regional Sales Representative, Insurance
 
Goodbye RepNet – hello Workspace! | Au revoir RéseauRep – bonjour Espace affaires!
 
 
 
 
P.O. Box 338
100 Osborne St. North
Winnipeg, MB  R3C 2H6
(c) 204-890-2892
 
If you are unable to reach me directly please contact:
Wanda Leinweber
Regional Support Associate, Insurance
403-750-2127
Wanda.Leinweber@canadalife.com
 
For all inforce inquiries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: https://repnet1.canadalife.com/portal/stellent1/groups/iiip/%40iiipdefaultpublic/documents/content/s1_302564.pdf
 
Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
________________________________________
From: Scott Segger <scott@vanta.ca>
Sent: Monday, December 1, 2025 1:12:36 PM
To: Dyck, Tiffany <tiffany.dyck@canadalife.com>
Subject: [EXT] Re: You're Invited: Canada Life Lunch & Learn – Living Benefits Academy Part 3 (Sept 17) 
 
Hi Tiffany - got a new phone and my authenticator info didnt switch over and now I cant get into your website. Can you pls have the tech dept send me over a new QR code so I can set it up? Thanks! Scott Scott Segger , Bcom, CLU®, CH. FC 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 

Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hi Tiffany - got a new phone and my authenticator info didnt switch over and now I cant get into your website.

Can you pls have the tech dept send me over a new QR code so I can set it up?

Thanks!

Scott


Scott Segger , Bcom, CLU®, CH.FC	

Senior Advisor, Life Insurance	

 
Navacord Vanta Life | Insurance & Estate Planning	 
T 	780-669-6633

M 	780-932-8446

E	scott@vanta.ca

	 

 
NOTE: This message (and any associated files) is intended only for the use of the individual(s) or entity to which it is addressed and may contain information that is privileged, confidential, or subject to copyright. If you are not the intended recipient you are hereby notified that any dissemination, copying or distribution of this message, or files associated with this message, is strictly prohibited. If you have received this message in error, please notify us immediately by replying to the message and deleting it from your computer. Messages sent to and from us may be monitored. Although Navacord Vanta Life has taken reasonable precautions to ensure no viruses are present in this email, Navacord Vanta Life cannot accept responsibility for any loss or damage arising from the use of this email or attachments. Any views or opinions presented are solely those of the author and do not necessarily represent those of Navacord Vanta Life.",True,2025-12-01T20:48:26.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T20:48:26.000+0000,005OH00000BGf2TYAT,2025-12-02T22:01:47.000+0000,005OH00000BGf2TYAT,2025-12-02T22:01:47.000+0000,(780)669-6633,,scott@vanta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzOZuYAM,False,,24177974,0030A00000A0t36QAB,0010A00000Aa4n7QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Support staff unable to sign onto workspace assisted reconnecting MFA.
*************
Hi Joanne   , thank you for contacting the workspace support today.

To recap our call, you needed some assistance with reconnecting your MFA. We did a remote log me in session and you were able to reconnect and sign onto your workspace account. If you have any issues, please let me know



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T20:58:56.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T20:42:53.000+0000,005OH00000BFQFCYA5,2025-12-01T20:58:56.000+0000,005OH00000BFQFCYA5,2025-12-01T20:58:56.000+0000,(431)441-0989,,afernandez@uonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzOq3YAE,False,,24179697,003G0000018f7xiIAA,0010A000002wQ3tQAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-12-01T21:09:29.000+0000,False,False,005OH000006uYruYAE,2025-12-01T21:08:23.000+0000,005OH000006uYruYAE,2025-12-01T21:09:29.000+0000,005OH000006uYruYAE,2025-12-01T21:09:29.000+0000,(204)272-9670,,stephen@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzQiFYAU,False,,24184247,0035o000006Y4ypAAC,0015o0000074PZPAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for final authentication,True,2025-12-01T22:46:36.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T22:43:16.000+0000,005OH00000BFPZHYA5,2025-12-02T00:10:51.000+0000,005OH00000BFPZHYA5,2025-12-02T00:10:51.000+0000,(604)374-0753,,dane@informafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzQjmYAE,False,,24179820,0030A0000029VYwQAM,0010A000002vvRtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MFA registration,Medium,"*12/1*
----------------
b7530
bing cao

it's been a long time since i logged into my workspace, the URL no longer exists, 
authenticated 
cleared cache and cookies 
unable to log into workspace 
did not receive pw reset link 
send pw reset from SF 
not receiving the pw reset link from self service or our tool 
it just took a very long time 




*email*
----------------

Good afternoon Leah, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace after a long period of time but were receiving URL does not exist. We cleared your cache and cookies in your browser and had you attempt to log in after a bit of a delay in receiving your password reset link. We were able to walk you through the registration of your MFA app successfully and showed you how to log into Workspace using that app. If you have any questions or concerns, please reply to this email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T21:55:01.000+0000,False,False,005OH000008919xYAA,2025-12-01T21:10:21.000+0000,005OH000008919xYAA,2025-12-01T21:55:01.000+0000,005OH000008919xYAA,2025-12-01T21:55:01.000+0000,(905)597-3669,(647) 299-9988,leahcao@crius.ca,(905)597-3960,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzQn7YAE,False,,24183299,0030A0000029Ul5QAE,0010A000002vuosQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login ERR w1282,Medium,"*12/1*
----------------
KB0020561  
e7068
im having a problem when i am trying to sign in
err w1282
authenticated 
advised to try to reset password with self service option 
user was able to reset pw and log into Workspace

*email*
----------------

Good afternoon Hien, 

Thank you for contacting the Workspace Support Team with your login error. 

You wanted to log into Workspace but received err w1282. We had you use the self-service password reset option, and you were able to reset your password and log into Workspace successfully. If you have any questions or concerns, please reply tot his email 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T00:03:15.000+0000,False,False,005OH000008919xYAA,2025-12-01T22:16:29.000+0000,005OH000008919xYAA,2025-12-02T00:03:16.000+0000,005OH000008919xYAA,2025-12-02T00:03:16.000+0000,(604)566-9322,(604) 505-8545,hnguyen@txlcaritasfinancial.com,(604)255-8298,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzRZOYA2,False,,24178495,003OH000009cbUSYAY,001OH00000BgnPSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:50:07.000+0000,False,False,005G0000002gyDJIAY,2025-12-01T20:50:07.000+0000,005G0000002gyDJIAY,2025-12-01T20:50:08.000+0000,005G0000002gyDJIAY,2025-12-01T20:50:08.000+0000,(204)955-4700,,bonnie@newoutlook.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzRftYAE,False,,24180907,003OH00000Xfy8UYAR,001OH00000fyWLvYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:28:14.000+0000,False,False,005G0000002gxxjIAA,2025-12-01T21:28:14.000+0000,005G0000002gxxjIAA,2025-12-01T21:28:15.000+0000,005G0000002gxxjIAA,2025-12-01T21:28:15.000+0000,(581)748-9715,,ousmane.coulibaly@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzS0oYAE,False,,24178427,0030A000008VVzuQAG,0010A000009PlssQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"***DDS*** 12/01/25
Name: Tonia Donaldson
Phone: 
Agent code: D5548
Reference: KB0020547, KB0017316

Email: Hi Tonia,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding MGA Workspace registration.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 1, 2025 11:19 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: ACTION REQUIRED: Setting up MGA Workspace

Hi there, 

Are you able to reach out to Tonia and assist her in setting up her MGA workspace? 

Thanks, 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Tonia Donaldson <ToniaDonaldson@securafinancial.com> 
Sent: November 25, 2025 2:14 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

I actually hate this 😝 Tonia Donaldson Secura Financial Group Investment Representative | Quadrus Investment Services Ltd. 613-919-0625 From: Campbell-Sergeant, Mackenzie <Mackenzie. Campbell-Sergeant@ advicecanada. com> Sent: Friday,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I actually hate this 😝 

 

Tonia Donaldson
Secura Financial Group 
Investment Representative | Quadrus Investment Services Ltd.
613-919-0625



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: Friday, November 21, 2025 11:11 AM
To: Tonia Donaldson <ToniaDonaldson@securafinancial.com>
Subject: FW: ACTION REQUIRED: Setting up MGA Workspace

Does this help?

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 21, 2025 11:08 AM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace

Hi Mackenzie,

Tonia’s user ID crated is TONIADONALDSON. 

However, we have noticed that the email address associated with her profile was outdated. Thus, this has been updated to ToniaDonaldson@securafinancial.com. 

If she hasn’t fully completed with MGA Workspace registration, please have her completes on Monday as we have updated her email address today.

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November-20-25 03:55 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: ACTION REQUIRED: Setting up MGA Workspace

Can you confirm if Tonia is registered for MGA CL Workspace?

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Tonia Donaldson <ToniaDonaldson@securafinancial.com> 
Sent: November 20, 2025 3:53 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

When I try that it acts like its never seen my email before. I tried tonia@ securafinancial. com and toniadonaldson@ securafinancial. com Its like I already exist and don’t exist all at the same time. Tonia Donaldson Secura Financial Group Investment

When I try that it acts like its never seen my email before. I tried tonia@securafinancial.com and toniadonaldson@securafinancial.com 

Its like I already exist and don’t exist all at the same time. 

 

Tonia Donaldson
Secura Financial Group 
Investment Representative | Quadrus Investment Services Ltd.
613-919-0625



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: Thursday, November 20, 2025 3:49 PM
To: Tonia Donaldson <ToniaDonaldson@securafinancial.com>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace

That’s odd. If you go to the sign in page and click forgot username, does it let you send your username to your email address?

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Tonia Donaldson <ToniaDonaldson@securafinancial.com> 
Sent: November 20, 2025 3:36 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

When I do step 1, it says this. Isn’t that strange? Tonia Donaldson Secura Financial Group Investment Representative | Quadrus Investment Services Ltd. 613-919-0625 From: Campbell-Sergeant, Mackenzie <Mackenzie. Campbell-Sergeant@ advicecanada. com>

When I do step 1, it says this. Isn’t that strange? 

 

Tonia Donaldson
Secura Financial Group 
Investment Representative | Quadrus Investment Services Ltd.
613-919-0625



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: Thursday, November 20, 2025 3:04 PM
To: Tonia Donaldson <ToniaDonaldson@securafinancial.com>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace

Hi Tonia, 

You won’t access Canada Life workspace through the FH portal. You can link it to the Advice Canada Hub! 

Here is more information on getting set up: 

Some important notes before you jump in -
•	This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	Please wait 2 business days after receiving your User ID to register for Workspace.

Your registration information
Name:	TONIA LYNN DONALDSON
Advisor code*:	D5548
Activation code:	1-1B4713C
* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID) 
•	Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.




Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Tonia Donaldson <ToniaDonaldson@securafinancial.com> 
Sent: November 20, 2025 12:35 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

Yes, I already have a portal set up, but I never got an email about WS set up from this distribution email that is mentioned. And when im logged into the FH portal, I don’t see anything about WS in there. Tonia Donaldson Secura Financial Group

Yes, I already have a portal set up, but I never got an email about WS set up from this distribution email that is mentioned. 
And when im logged into the FH portal, I don’t see anything about WS in there. 
Tonia Donaldson
Secura Financial Group 
Investment Representative | Quadrus Investment Services Ltd.
613-919-0625



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: Thursday, November 20, 2025 10:47 AM
To: Tonia Donaldson <ToniaDonaldson@securafinancial.com>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace

Did you go to the MGA side? You do have direct workspace!

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Tonia Donaldson <ToniaDonaldson@securafinancial.com> 
Sent: November 20, 2025 10:37 AM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

Sorry, I feel like I am being dumb 😝 this is the message I get when I try to register: How do I know if I am properly set up or not? Tonia Donaldson Secura Financial Group Investment Representative | Quadrus Investment Services Ltd. 

Sorry, I feel like I am being dumb 😝 this is the message I get when I try to register: 

 


How do I know if I am properly set up or not? 

Tonia Donaldson
Secura Financial Group 
Investment Representative | Quadrus Investment Services Ltd.
613-919-0625



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: Wednesday, November 19, 2025 3:37 PM
Subject: ACTION REQUIRED: Setting up MGA Workspace
Importance: High

I trust that this email finds you well.
 
You have not registered for Canada Life (MGA) Workspace. You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. Please complete this by Monday November 24th. 
 
“With the Canada Life direct insurance contract changes happening in 2026 you will need to register for MGA Workspace so that you can continue to write insurance business with Canada Life through your MGA contract.
 
You will be able to link your Canada Life direct Workspace account with you MGA Workspace account for ease of use moving forward”
 
Please see slideshow above for instructions on how to register.
 
*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.
 
Kindly let me know if you require any assistance or need to know your activation code.
 
Thank you,


Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433",True,2025-12-01T20:49:16.000+0000,False,False,005OH00000BGeeHYAT,2025-12-01T20:49:16.000+0000,005OH00000BGeeHYAT,2025-12-01T20:49:16.000+0000,005OH00000BGeeHYAT,2025-12-01T20:49:16.000+0000,(613)771-0403,(613) 919-0625,toniadonaldson@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzTL8YAM,False,,24181576,0030A0000029jrbQAA,0010A000002w7IRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Application,Medium,"User is asking how to submit a application on Workspace. 
Used Logmein to guide user. 
User wants to submit disability application- directed to NewBusiness

Email: g.mott@rogers.com

***************************************************
Good afternoon, Gordon

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding submitting applications on Workspace!
 
I'm glad I was able to direct you to the correct spot to submit applications. As a recap when you are on your Overview page of Workspace, you can click on the first title “Go to SimpleProtect” or you can click on the second title to the right side, “Go to New Business home” to submit applications. Under New Business WebApp you will be able to submit Disability Insurance applications.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T21:39:30.000+0000,False,False,005OH00000BG5v4YAD,2025-12-01T21:39:30.000+0000,005OH00000BG5v4YAD,2025-12-01T22:01:58.000+0000,005OH00000BG5v4YAD,2025-12-01T22:01:58.000+0000,(613) 323-0112,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzUSaYAM,False,,24183726,0030A0000029d8GQAQ,0010A000002w1hzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Simple Protect, stuck on existing coverage.",Medium,"*12/1*
----------------
KB0022199
e3023
416-824-3779

i tried a couple of days ago, i left a message to the inside coordinator, i went with the client and filled out the face to face application. i clicked on simple protect. existing coversage, stuck
had user attempt a new application 
owner was appearing 2 times in the old and it would not proceed 
in new application owner appears once and it was able to proceed beyond existing coverage. 

*email*
----------------

Good afternoon Gerry, 

Thank you for contacting the Workspace Support Team with your Simple Protect inquiry. 

You were trying to proceed to the next page in your application after the existing coverage page and was not presenting any sort of visible error, it just was not working. After some browser triage we noticed that the owner page had 2 entries for the same owner. We had you try to restart the app; on the new app it did not have the same owner duplicated 2 times and let you proceed to the next step after the existing coverage page. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T00:01:09.000+0000,False,False,005OH000008919xYAA,2025-12-01T22:28:26.000+0000,005OH000008919xYAA,2025-12-02T00:01:09.000+0000,005OH000008919xYAA,2025-12-02T00:01:09.000+0000,(416)824-3779,,gerry@insurancetoronto.com,(905)737-7429,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzVQ5YAM,False,,24178914,0030A0000029Zs2QAE,0010A000002vz6HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T20:56:42.000+0000,False,False,005OH000004pk06YAA,2025-12-01T20:56:42.000+0000,005OH000004pk06YAA,2025-12-01T20:56:42.000+0000,005OH000004pk06YAA,2025-12-01T20:56:42.000+0000,(416)451-6133,,mark@cfswealth.ca,(866)410-2675,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzW2pYAE,False,,24180053,0030A0000029lEPQAY,0010A000002w8PhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Sign ON,Medium,"Advisor is having issues signing onto workspace they're locked out.
**************
Hi Jenny , thank you for contacting the workspace support today.

To recap our call, you needed some assistance with getting logged into workspace, it seems you locked yourself out , we were able to get the account unlocked and the password rest and just a reminder for your association you will choose MGA. If you have any issues, feel free to reach out.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T21:24:59.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T21:13:49.000+0000,005OH00000BFQFCYA5,2025-12-01T21:29:17.000+0000,005OH00000BFQFCYA5,2025-12-01T21:29:17.000+0000,(416)733-4722,(416) 508-2424,jenny.gritsenko@ig.ca,(416)733-7741,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzWahYAE,False,,24179969,003G0000018f7lpIAA,0010A000002wPsIQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Delegate Access,Medium,"Tod Alstad (advisor)
Mark Roberts
Mark informed us that Tod needs information about adding a delegate through workspace

Email: Hello Tod,

It was brought to our attention that you need assistance with granting delegate access to Melissa through your Workspace Advisor Solutions accounts. I am happy to assist you with this.

Please follow the steps below (these steps only apply to Advisor Solutions accounts not MGA):

STEP 1: Select the circle at the top right section of the screen with your initials in it, then select ‘My settings.’

 

STEP 2: Select the option at the top of the screen that says ‘manage delegates and then you should see the option to add delegates either in the middle of the screen (if you have no delegates) or on the top right corner if you have previous ones. 

 

STEP 3: Finally, search for your delegates using their email, select the type of access they have through the ‘Pick clients’ and ‘grant access’ options, select the start and end date (if applicable) and then save.

Please let me know if you have any trouble completing these steps.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Roberts, Mark <Mark.Roberts@advicecanada.com> 
Sent: December 1, 2025 2:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Latham, Ashley (she/her) <Ashley.Latham@advicecanada.com>; Alstad, Tod <tod@wtafinancial.com>
Subject: Fw: Workspace Access Question - Associate to Tod 

Hello @Workspace Support, 

Melissa Gordon has started working with Tod Alstad. Can you please provide instructions to Tod he can delegate access to his clientele? Thank you very much,
Mark

Mark Roberts
Business Development Director | Advice Canada
Mark.Roberts@advicecanada.com | 604-901-0623
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with ourprivacy policy.
 
 
________________________________________
From: Melissa Gordon <Melissa@wtafinancial.com>
Sent: Monday, December 1, 2025 11:27:57 AM
To: Roberts, Mark <Mark.Roberts@advicecanada.com>
Cc: Alstad, Tod <tod@wtafinancial.com>; Latham, Ashley (she/her) <Ashley.Latham@advicecanada.com>
Subject: [EXT] Fw: Workspace Access Question - Associate to Tod 
 
Hi Mark, and nice to meet you, Ashley! Since Yolanda is away this week, I was wondering if either of you could help direct me with my question below: Do you have any ideas on how I could go about accessing Tod's current individual client list?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hi Mark, and nice to meet you, Ashley! 

Since Yolanda is away this week, I was wondering if either of you could help direct me with my question below: 

Do you have any ideas on how I could go about accessing Tod's current individual client list?  

I have started going through some files here in the office, and I'd like the ability to pull these policies up on the Canada Life Workspace platform.  Is there any sort of special access or affiliation to Tod's account that I need in order to be able to pull this info up? 

If there is anyone else I should reach out to for this, just let me know. 

Thanks! Melissa 

Melissa Gordon 
Licensed Insurance Advisor 

W. Tod Alstad Insurance, Wealth & Employee Benefits Agency
Cell: 250-808-3398


________________________________________
From: Lacey, Yolanda <Yolanda.Lacey@advicecanada.com>
Sent: Monday, December 1, 2025 11:13 AM
To: Melissa Gordon <Melissa@wtafinancial.com>
Subject: Automatic reply: Workspace Access Question - Associate to Tod
 
Hi there - I will be away Monday Dec 1 - Friday Dec 5.   My emails will not be monitored however if you need something right away, please reach out to your Business Development Director:
Mark Roberts - mark.roberts@advicecanada.com
Ashley Latham - ashley.latham@advicecanada.com
Thank you,
Yolanda Lacey",False,,False,False,005OH00000BGf2TYAT,2025-12-01T21:12:42.000+0000,005OH00000BGf2TYAT,2025-12-01T22:03:15.000+0000,005OH00000BGf2TYAT,2025-12-01T22:03:15.000+0000,(250)717-8768,(250) 575-1390,tod@wtafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzYFyYAM,False,,24180842,003G000001IkdhTIAR,0010A000002wSUgQAM,,,,,,,012OH000000ijW5YAI,Open,,Phone,,unable to submit redemption document,Medium,"advisor is unable to submit redemption document for client's TSFA policy F031228291

========================================================================================

****Email Chain****

Hello Trevor,

This is Samantha following up on our phone call regarding an issue you have uploading a redemption document in Workspace.

We are currently investigating this issue and will reach out as soon as I have more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH000002iN7pYAE,2025-12-01T21:27:03.000+0000,005OH000002iN7pYAE,2025-12-01T21:59:45.000+0000,005OH000002iN7pYAE,2025-12-01T21:59:45.000+0000,(613)293-6772,,trevor.turnbull@advicecanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzZTlYAM,False,,24182473,003OH00000WX8fbYAD,001OH00000dvSyyYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration Questions,Medium,"Jatin Pahwa
User had no information about registration for workspace.
Advised user to contact distribution methodology for their advisor code to use for ID registration.
no email sent.",True,2025-12-01T22:01:40.000+0000,False,False,005OH00000BGf2TYAT,2025-12-01T21:56:34.000+0000,005OH00000BGf2TYAT,2025-12-01T22:01:41.000+0000,005OH00000BGf2TYAT,2025-12-01T22:01:41.000+0000,(416)475-6565,,jatinpahwa48@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzZVPYA2,False,,24182017,003G0000018f75yIAA,0010A000002wP9IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fasatweb access issue,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Las login date: N/A
-Firm/MGA name: N/A
-Used LogMeIn? Yes
-Advisor code(s): F1747

Caller had issues accessing their Fasatweb statements on WS.
>>>Issue resolved after clearing their browser's cookies.

--------------------------EMAIL-------------------

Bonjour Alexandra, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’option FasatWeb dans l’Espace affaires.

Pour récapituler ce que nous avons fait : nous avons effacé les cookies de votre navigateur et rouvert le portail Espace affaires, ce qui vous a permis d’avoir accès à l’option FastWeb sans aucun problème.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialement, 
  
Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T23:01:00.000+0000,False,False,005OH00000AbCcLYAV,2025-12-01T21:47:25.000+0000,005OH00000AbCcLYAV,2025-12-01T23:08:53.000+0000,005OH00000AbCcLYAV,2025-12-01T23:08:53.000+0000,(450)536-0875,(514) 608-9168,alexandra.proulx@trinum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzcY1YAI,False,,24180234,0030A000002CnR3QAK,0010A000002zLDKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conversion assistance,Medium,"Guided the advisor where to go to process conversion, however she said that another advisor seems like did a product conversion for her client, referred to her RSA.

=======================

Hi Zhoulyana,

Thank you for contacting the workspace support about the navigation on where to go specific to conversion.

We have guided you where to go and you have also tried to do it by yourself while I am on the phone. You also have an inquiry about an advisor whom you think have tried to do a conversion on your client. To confirm if a conversion has been created, please reach out to your regional sales associate for further guidance.

My apologies again for not able to hear you clearly while I am getting your details at the start of the call and thank you for your time calling us today. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-01T21:55:21.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T21:16:35.000+0000,005OH00000BFPZHYA5,2025-12-01T23:42:55.000+0000,005OH00000BFPZHYA5,2025-12-01T23:42:55.000+0000,(647)774-2235,,kiani.financials@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzdh0YAA,False,,24180511,0030A0000029cLUQAY,0010A000002w17GQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- URL error,Medium,"User getting error message and not being directed to Workspace login page. Assisted user to clear cookies and cache (DDS SharePoint file)

********************************************
Good afternoon, Oliver 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace!
 
I'm glad I was able to assist you with troubleshooting by clearing your cookies and cache, so you can access the Workspace login page. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T21:21:10.000+0000,False,False,005OH00000BG5v4YAD,2025-12-01T21:21:10.000+0000,005OH00000BG5v4YAD,2025-12-01T21:27:16.000+0000,005OH00000BG5v4YAD,2025-12-01T21:27:16.000+0000,(647)982-8941,,olo@webcity.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzeA1YAI,False,,24180479,0030A00000Bb1hrQAB,0010A00000CBDLZQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:20:43.000+0000,False,False,005OH000003ds0PYAQ,2025-12-01T21:20:43.000+0000,005OH000003ds0PYAQ,2025-12-01T21:20:44.000+0000,005OH000003ds0PYAQ,2025-12-01T21:20:44.000+0000,(902)309-2041,,saralcoffin@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzfR3YAI,False,,24180709,003G0000018f6ikIAA,0010A000002wOizQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/01/25 

Authenticated user as per KB0021888 - user changed their phone and needed helping up setting MFA on their new device
 
============================================================================================= 
 
****Email Chain****

Bonjour Jean-Philippe, 

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur l’Espace Affaires.

Lors de notre appel, nous avons déconnecté et reconnecté l’authentificateur Salesforce à votre compte Espace Affaires. Vous avez également pu vous connecter, déconnecter et reconnecter sur votre compte Espace Affaires avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T21:24:43.000+0000,False,False,005OH0000097FtCYAU,2025-12-01T21:24:43.000+0000,005OH0000097FtCYAU,2025-12-01T21:28:05.000+0000,005OH0000097FtCYAU,2025-12-01T21:28:05.000+0000,(418)476-5864X101,(418) 670-4567,jean-philippe@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzg3qYAA,False,,24183269,0035o000006Y4ypAAC,0015o0000074PZPAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff would like to reset MFA for advisor
*************
Hi Michaela   , thank you for contacting the workspace support today.

Thank you for reaching out to Workspace support. Our priority is to make supporting your advisor as seamless as possible while maintaining the highest standards of account security.
Since resetting multi-factor authentication provides access to all Workspace information, we must verify authorization before proceeding. To ensure the request is legitimate, we need confirmation from the account holder.
If the account holder is in the office today, please have them call us directly at 1-888-999-4516 so we can assist quickly and securely. 
Thank you for your patience and for helping us protect client and account data




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T22:26:54.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T22:15:47.000+0000,005OH00000BFQFCYA5,2025-12-01T22:27:30.000+0000,005OH00000BFQFCYA5,2025-12-01T22:27:30.000+0000,(604)374-0753,,dane@informafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzhFxYAI,False,,24181018,003OH00000V14RCYAZ,001OH00000bpPTvYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/01/25 

Authenticated user as per KB0021888, user was entering the wrong channel (MGA instead of Direct) 
User was able to set up MFA and sign into WS
 
============================================================================================= 
 
****Email Chain****

Bonjour Caroline,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès sur Espace Affaires.
Lors de notre appel, vous avez sélectionnez la bonne chaine AGD (Agence Générale Déléguée) et aussi lié un authentificateur à votre compte Espace Affaires. Vous avez également pu vous connecter, déconnecter et reconnecter sur votre compte Espace Affaires avec succès. Pour des questions concernant les propositions et/ou ventes, veuillez contacter votre Associée de Ventes Régionale Melissa Gbago par courriel : Melissa.Gbago@canadavie.com 

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T21:34:48.000+0000,False,False,005OH0000097FtCYAU,2025-12-01T21:30:08.000+0000,005OH0000097FtCYAU,2025-12-01T22:03:23.000+0000,005OH0000097FtCYAU,2025-12-01T22:03:23.000+0000,(450)925-1400,,info@groupefinancieraurea.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzlGNYAY,False,,24182823,003OH00000WX8fbYAD,001OH00000dvSyyYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor would like to register for workspace but they registered their user ID today. I advised they need to wait at least 48 hrs before the registration to workspace.
*****
Hi Jatin , thank you for contacting the workspace support today.

To recap our call, you needed assistance to register for workspace. We confirmed that your user ID was made today because of that you will have to wait at least 48 hours after your user ID registration to then register for workspace. If 48 hours pass and you’re still not able to register, please let me know in your response to this email.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T22:12:25.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T22:04:37.000+0000,005OH00000BFQFCYA5,2025-12-01T22:15:42.000+0000,005OH00000BFQFCYA5,2025-12-01T22:15:42.000+0000,(416)475-6565,,jatinpahwa48@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzll7YAA,False,,24186352,0031600002YxrVlAAJ,0010A000002wOETQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User is unable to select their new comp code in Simple Protect,Medium,"User is unable to select their new comp code in Simple Protect

Hi @Workspace Service Leaders

Case Summary

•	Advisor Name: Shafin Mahfuz
•	Advisor Codes: F2419 and F8126
•	Issue: Both codes appear at the start of the Simple Protect application but disappear after the licensing information page. The system then displays the message: “It can’t find me in the system.”
•	Impact: Advisor cannot proceed with the application under their correct code.

Steps Taken

1.	Preferences Update:

o	Confirmed advisor updated their preferences in the New Business Web App.
o	Both codes were entered correctly (no spaces or dashes) and saved in the Advisor Settings section.

2.	Licensing Validation:

o	Verified in Siebel that F8126 is active and licensed for life insurance.
o	No issues found with licensing or commission code status.

3.	Initial Troubleshooting:

o	Reviewed KBAs related to advisor code errors and preferences setup.
o	Confirmed this is not a formatting or expired license issue.



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hi Shafin, 

We have escalated your issue to our second level support.

They will communicate with you as soon as they have an update. 

Have a wonderful day. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Hi Jaime,
Thanks for following up. I still haven’t heard anything back from the Workspace team. I emailed and called, and I even spoke with someone there to confirm they received my email. She mentioned that someone will reach out once the issue is resolved. 
Thanks,
Shafin 


Hello Shafin,

I am following up on the below. Has this been resolved?

Thank you,

Jaime Bradt
Business Development Associate | Advisor Solutions & Support
jaime.bradt@advicecanada.com | jaime.bradt@conseilscanada.com | 705-806-6032 



Hello Carl,
On SimpleProtect, The codes still aren’t showing. It says “It can’t find me in the system.” Both codes (F2419 and F8126) appear at the start of the application, but once you continue and start the actual application with licensing information, they no longer show up. I’ve attached a screenshot for reference.
Please have this resolved as soon as possible.
Thanks,
Shafin 


Hello,

Can you please assist with the below ASAP.  The Advisor is unable to place business with his new code on Simple Protect.

Thank you,

Jaime Bradt




Hi Shafin,

Thank you for contacting Workspace Support.

To ensure your advisor code F8126 is available when submitting applications in Simple Protect, please follow these steps to update your preferences:

Steps to Add Advisor Code in Preferences

1.	Access Preferences
o	Log in to the New Business application for insurance dashboard.
o	Select Preferences from the menu and click Update Preferences

2.	Enter Advisor Settings

o	In the Advisor Settings section, review your default settings.
o	Locate the Advisor Details area and enter your advisor code (F8126) without dashes, letters, or spaces.
o	If you plan to split compensation with other advisors, enter their codes here as well.

3.	Verify and Save
o	Review the Summary Table to confirm your advisor code is listed correctly.
o	Edit or delete any incorrect information if needed.
o	Click Save to apply changes.

4.	Enable Notifications (Optional but Recommended)

o	In the Notifications tab, enter the email address where you want to receive a copy of the insurance application summary.
o	Add to summary and confirm it shows “Yes” under the Send Application Summary column.

Once this is done, try again to select your new comp code in Simple Protect.

If this doesn’t work, let us know and we will escalate your case to our second level support. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Bradt, Jaime <Jaime.Bradt@conseilscanada.com> 
Sent: Monday, December 1, 2025 9:15 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Mahfuz, Shafin <shafin@shafinmahfuz.ca>
Subject: URGENT!!! Fw: Simple Protect advisor code

Hello WS,

Please find Shafin’s email below- F8126 does not appear as an option when trying to complete a Simple Protect Application – Screenshot attached.


Thank you,
 
Jaime Bradt
Business Development Associate | Advisor Solutions & Support
jaime.bradt@advicecanada.com | jaime.bradt@conseilscanada.com | 705-806-6032 
 
In partnership with:
 
Zaida Dhanji
Business Development Director | Advisor Solutions & Support
zaida.dhanji@advicecanada.com | Zaida.dhanji@conseilscanada.com | 263-588-4197
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
________________________________________
From: Shafin Mahfuz <shafin@shafinmahfuz.ca>
Sent: Monday, December 1, 2025 11:48 AM
To: Bradt, Jaime <Jaime.Bradt@conseilscanada.com>
Subject: [EXT] Simple Protect advisor code 
 
Hello Jaime, When I try to complete an application on SimpleProtect, my new code does not appear as an option. This happens on the third page of the application where the code is selected. I’m sending the screenshot here so you can see
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hello Jaime,
When I try to complete an application on SimpleProtect, my new code does not appear as an option. This happens on the third page of the application where the code is selected. 
I’m sending the screenshot here so you can see what I’m referring to.
Thank you,
Shafin",True,2025-12-05T21:17:04.000+0000,False,False,0055o000001zVCKAA2,2025-12-02T00:08:31.000+0000,0055o000001zVCKAA2,2025-12-05T21:17:04.000+0000,005OH00000BFPZIYA5,2025-12-05T21:17:04.000+0000,(902)441-1156,(902) 441-1156,shafin@shafinmahfuz.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzlxzYAA,False,,24184671,003OH00000SkJpAYAV,001OH00000YzKw7YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Repnet activation code inquiry,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Las login date: N/A
-Firm/MGA name: Ok
-Used LogMeIn? N/A
-Advisor code(s): h9555

Call details: Caller would like to register on Workspace and is inquiring about their Repnet activation code.

>>>Advised to contact D&M team.

------------------------------EMAIL-----------------------
Hi Malihe,

Thank you for contacting Workspace Support team.  

To obtain your Repnet activation code (MGA), please contact the Distribution and Methodology team by emailing them at Distribution_Methodology@canadalife.com. Once you have the code, you can proceed with completing your registration.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T00:49:18.000+0000,False,False,005OH00000AbCcLYAV,2025-12-01T22:57:08.000+0000,005OH00000AbCcLYAV,2025-12-02T00:49:18.000+0000,005OH00000AbCcLYAV,2025-12-02T00:49:18.000+0000,(416)300-5785,,ziyaei.malihe@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzn6sYAA,False,,24182124,003OH00000GC2JQYA1,001OH00000K7L95YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-01T21:49:15.000+0000,False,False,005OH00000865wTYAQ,2025-12-01T21:49:15.000+0000,005OH00000865wTYAQ,2025-12-01T21:49:16.000+0000,005OH00000865wTYAQ,2025-12-01T21:49:16.000+0000,(250)434-4502,,hari.vyas@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzosgYAA,False,,24185727,003G0000018f7piIAA,0010A000002wPw9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy details - Error P051,Medium,"****DDS****12/01/25 

User encounters error P051 when trying to access the policy 410833248.
Escalated to SL as per KB0020732
 
============================================================================================= 
 
****Email Chain****

Good day Anastasia,

Thank you for contacting Workspace Support regarding the policy# 410833248 below. 

I have escalated this case to our Level 2 team for further review, and the team will reach out to you once there is an update.



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Osmak, Anastasiia <anastasiia@glwfs.com> 
Sent: December 1, 2025 10:04 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Error

Good morning. I have an issue on this page. Please fix it. -- Anastasiia Osmak Office administrator  +1306400-6881 Mon-Fri 8: 30 am - 5: 00 pm G. L. Wealth Financial Services Inc 335 Hoffer Drive Regina, SK S4N 6E2                            
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning.
I have an issue on this page. Please fix it.
 

-- 
Anastasiia Osmak
Office administrator 
+1306400-6881
Mon-Fri 8:30 am - 5:00 pm
G.L. Wealth Financial Services Inc
335 Hoffer Drive
Regina, SK
S4N 6E2",True,2025-12-01T23:39:37.000+0000,False,False,005OH0000097FtCYAU,2025-12-01T23:39:37.000+0000,005OH0000097FtCYAU,2025-12-01T23:42:05.000+0000,005OH0000097FtCYAU,2025-12-01T23:42:05.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzqZOYAY,False,,24182965,0030A0000029mL2QAI,0010A000002w9KqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MGA Account Registration,Medium,"Hi Su Min, 

I am glad I was able to help you finish your Workspace MGA account registration. 

You were unable to change your temporary password for your User ID and mentioned you will call us back to get help. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: CL Workspace Support 
Sent: Monday, December 1, 2025 2:23 PM
To: 'christyzeng13815@gmail.com' <christyzeng13815@gmail.com>
Subject: Phone Call - Workspace Registration - C24182965

Hi Su Min, 

Thank you for contacting Workspace Support.  

Please click on this link: https://workspace.canadalife.com/registration
                                                              
Once the page load, enter your user ID and the temporary password I provided on the phone. 

I will assist you through your registration. 

Once we are done with your registration, we will need to change your temporary password with the following steps: 


1.	Go to the Canada Life Self-Care page: Sign in | Canada Life

2.	Log in using your User ID and the temporary password provided to you during our phone call

o	If you are updating your RepNet ID profile, add @clext after your ID (e.g., Abcde@clext).

3.	Once logged in, enter: 

o	Current Password: Temporary password provided above
o	New Password: Your chosen permanent password
o	Re-enter New Password: Confirm your new password

4.	Click Save Changes.

Password Rules:

•	8–12 characters
•	Must include upper and lower-case letters and numbers
•	Cannot be the same as your last five passwords
•	Cannot match your User ID or contain your name
•	No spaces allowed


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T22:39:38.000+0000,False,False,0055o000001zVCKAA2,2025-12-01T22:08:02.000+0000,0055o000001zVCKAA2,2025-12-01T22:39:38.000+0000,0055o000001zVCKAA2,2025-12-01T22:39:38.000+0000,(604)438-3699,,christyzeng@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzraIYAQ,False,,24184134,0030A0000029plDQAQ,0010A000002wC8aQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Bank Format RBC accounts,Medium,"Simple Protect Bank Format RBC accounts

Hi Gurprit, 

Thank you for contacting Workspace Support.  

As mentioned during our call, you will find below the bank account format that needs to be used in Simple Protect for RBC bank account: 


RBC Bank Account Format: ### - ### - #

Have  a wonderful day. 


  I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T22:50:10.000+0000,False,False,0055o000001zVCKAA2,2025-12-01T22:39:48.000+0000,0055o000001zVCKAA2,2025-12-01T22:50:10.000+0000,0055o000001zVCKAA2,2025-12-01T22:50:10.000+0000,(416)464-2807,,ranigill29@hotmail.com,(905)789-9101,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gztU4YAI,False,,24184021,0035o000006Y4ypAAC,0015o0000074PZPAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Assisted the advisor in setting up his MFA
==================

Hi Dane,

Thank you for contacting the workspace support about resetting your multi-factor authenticator/ MFA

We have successfully assisted you by disconnecting your previous MFA and making sure that we reset it using the authenticator of your choice. We also confirm that you were able to access your workspace again.

Appreciate your cooperation and time calling us today.  
I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-02T00:03:21.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T22:36:28.000+0000,005OH00000BFPZHYA5,2025-12-02T00:10:14.000+0000,005OH00000BFPZHYA5,2025-12-02T00:10:14.000+0000,(604)374-0753,,dane@informafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzu1yYAA,False,,24185767,003G0000018f6pNIAQ,0010A000002wOr6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Can't find advisor in WS,Medium,"Tracey is trying to change the account owner on a prospect from herself to her advisor, and his name isn't appearing when he searches. 
She's searching for Steve Kulyk. 
Every client record under her advisor shows StePHEN Kulyk as the account owner. (Insert the 'Phteven' dog meme here 😂). 
She just needs to search for Stephen instead of Steve. That's it. No KBs required. Confirmed this by logging into her WS myself. 

*****Email sent Dec 1 2025*****
Hi Tracey,

Thanks for reaching out to Workspace Support! 

You’ll need to use Stephen Kulyk instead of Steve Kulyk. I checked the client listing in your Workspace account, if you try to filter it by any account owners with Kulyk in their name, Stephen is the only result: 

  

He may go by Steve outside of Workspace, but Workspace knows him as Stephen and will only recognize him as such. 

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you! 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Crystal H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



From: Tracey Carter <tracey@onyxfinancial.ca> 
Sent: December 1, 2025 8:59 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kulyk, Steve <steve@onyxfinancial.ca>; Kulyk, Evan <Evan@onyxfinancial.ca>
Subject: [EXT] Advisor not found on WS 

Good Morning, I am trying to change an owner to Steve Kulyk in our St. George’s office however, it is stating that there are no search results? Any idea as to how we can get this corrected as I will have some paperwork to upload shortly. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Morning, 

I am trying to change an owner to Steve Kulyk in our St. George’s office however, it is stating that there are no search results? 
Any idea as to how we can get this corrected as I will have some paperwork to upload shortly. 
Thanks for your help. 

 
 
Tracey Carter
Wealth Management Assistant
 
ONYX Financial Group 	   
   
   
   
   
  	204-819-9458
204-777-6699
866-846-7051
tracey@onyxfinancial.ca
onyxfinancial.ca
Suite 300 - 200 Waterfront Drive, Winnipeg, MB, R3B 3P1
  
  
 	



I acknowledge that I live and work on Treaty One Territory, the homeland of the Anishinaabeg, Cree, Anisininew, Dakota, Lakota, Dene peoples, and the national homeland of the Red River Metis. 


This communication contains information intended only for the person(s) to whom it is addressed. Any unauthorized use, retention, disclosure, copying or other distribution of this communication or taking any action on its contents is strictly prohibited. If you have received this message in error, please notify the author immediately and destroy this message without reading, copying, or forwarding.",True,2025-12-01T23:40:51.000+0000,False,False,005OH00000BFQFFYA5,2025-12-01T23:40:51.000+0000,005OH00000BFQFFYA5,2025-12-01T23:41:13.000+0000,005OH00000BFQFFYA5,2025-12-01T23:41:13.000+0000,(204)367-9572,(204) 781-0991,steve@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzuBZYAY,False,,24183376,003G0000018f7BjIAI,0010A000002wPFhQAM,,,,,,,012OH000000ijW5YAI,Open,,Email,,Missing policy details,Medium,"****DDS****12/01/25 

User cannot view policy 69030354T in their WS account - policy shows inactive when logged in as user
Advised user to provide more info to assist with the inquiry 
 
============================================================================================= 
 
****Email Chain****

Good day Amy,

Thank you for contacting Workspace Support regarding the policy 69030354T.

To better assist you, please provide us a screenshot of the error page showing the error message and ensure to include the URL at the top of the screenshot. Once we receive this, we will be able to proceed with this inquiry. Also, please confirm if this policy is currently active or not.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Amy Lee <amy@amy-lee.ca> 
Sent: November 30, 2025 4:53 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Field Payroll <FieldPayroll@canadalife.com>
Subject: [EXT] D. Wall - 69030354T

Please advise why this policy is not showing in my book of business Thank you Amy Lee, RRC Financial Security Advisor www. amy-lee. ca Please note: Effective January 1st I will continue to provide you with the same service using this new email
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Please advise why this policy is not showing in my book of business

Thank you 

Amy Lee, RRC
Financial Security Advisor
www.amy-lee.ca
 
Please note:  Effective January 1st I will continue to provide you with the same service using this new email address amy@amy-lee.ca
 
 
The contents of this communication including any attachment(s) are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient) please notify the sender immediately and delete or destroy this communication without reading it and without making, forwarding or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",False,,False,False,005OH0000097FtCYAU,2025-12-01T22:18:36.000+0000,005OH0000097FtCYAU,2025-12-01T22:22:06.000+0000,005OH0000097FtCYAU,2025-12-01T22:22:06.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzvafYAA,False,,24183610,003OH00000SkJpAYAV,001OH00000YzKw7YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"Advisor does not have an activation code yet, referred to distribution_methodology@canadalife.com
==================
Hi Maliheh,

Thank you for contacting the workspace support about workspace registration.

We were able to confirm that you do not have an activation code, yet which is very important for us to create your user id/RepNetID and ultimately register to workspace. Please reach out to  distribution_methodology@canadalife.com for the activation code to be generated for you. Please don’t hesitate to call us back once provided so we can help you further.

Appreciate your understanding on this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-01T22:36:07.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T22:25:07.000+0000,005OH00000BFPZHYA5,2025-12-02T00:00:46.000+0000,005OH00000BFPZHYA5,2025-12-02T00:00:46.000+0000,(416)300-5785,,ziyaei.malihe@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000gzw5JYAQ,False,,24183702,003G0000018f7OCIAY,0010A000002wPUdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"*** DDS 02DEC2025 ***
duplicate  INC1875634/C24133495

Support staff would like access to investment center.
****************
Hi Leaders,

I have a support staff Serenity Archambault for Lei Ren (F2062) Serenity is new to workspace but is having issues with investment center she reached out to us last week and spoke to Quadrus to confirm access. Quadrus advised they do not have onboarding for her and that we need to provide an onboarding form so that she can access the investment center serenity.archambault@harmonyfs.ca is her email I also confirmed her delegation is set up within siebel.

Adanne Campbell
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Adanne.taemarcampbell@candalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

--------------------------EMAIL:
Good morning Serenity,

I have heard back from our Digital Hub team, Quadrus Securities has advised that they did not receive an onboarding request for you. They have advised to reach out to your Business Development Consultant to submit the onboarding form to quadrussecurityrequests@quadrusinvestment.com. If you have any additional questions regarding Investment Centre access, please reach out to that team directly. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T22:36:37.000+0000,False,False,005OH00000BFQFCYA5,2025-12-01T22:27:44.000+0000,005OH00000BFQFCYA5,2025-12-02T13:25:28.000+0000,005OH000006wv2TYAQ,2025-12-02T13:25:28.000+0000,(204)808-8096X303,(204) 952-1512,lei.ren@harmonyfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000h00CFYAY,False,,24186647,003G0000018f79TIAQ,0010A000002wPCmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protection retention rule,Medium,"Simple Protection retention rule

Hi Satinder 

Thank you for contacting Workspace Support.  

In general, an application remains valid for up to 90 days from the date it was started. If the application is not signed and submitted within that timeframe, it will expire and you will need to start a new application.

For your example, if the client applied for term insurance about a month ago and has not yet signed, the application is still valid. However, please ensure the application is completed and submitted before the 90-day period ends to avoid having to redo it.

If you have any other questions or need assistance with completing the application, feel free to reach out.

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Satinder Dhinsa <satinder@dhinsawealth.com> 
Sent: Monday, December 1, 2025 9:07 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Simple protect application

Hello I have a general question, say a client applied for term insurance about a month ago but did not sign off at that time, is that application still good? Or will I need to redo the app? How long in general is the application good for? Satinder
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello
I have a general question, say a client applied for term insurance about a month ago but did not sign off at that time, is that application still good? Or will I need to redo the app?
How long in general is the application good for?


Satinder Dhinsa CFP
Principal & Financial Planner, Dhinsa Wealth
161 Bay Street, 27th Floor, Toronto

E: satinder@dhinsawealth.com 
C: 416-886-0297
Book a meeting: https://calendly.com/satinder-dhinsa

https://dhinsawealth.com/

Please contact my Assistant Angela.Hewgill@canadalife.com for any service inquires

Your referrals are greatly appreciated!  The highest compliment you can give us is to recommend our services to a friend or business associate. If you know of someone that could benefit from our services, do let us know!  


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer wish to receive these messages, simply reply to this message with the word ""unsubscribe"" in the subject line.",True,2025-12-02T00:25:38.000+0000,False,False,0055o000001zVCKAA2,2025-12-02T00:25:38.000+0000,0055o000001zVCKAA2,2025-12-02T00:26:06.000+0000,0055o000001zVCKAA2,2025-12-02T00:26:06.000+0000,(416)886-0297,(416) 886-0297,satinder@dhinsawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000h00TuYAI,False,,24184978,003G0000018f6YLIAY,0010A000002wOVQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration MGA,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: n/a
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor code(s): H6755

Call details: Caller needed assistance to create a User ID.
>>>Helped the caller reset their ISAM password and create a new MGA User ID.

----------------------------------EMAIL----------------------------------------
Good day Rosalba,

It was a pleasure speaking on the phone with you earlier regarding your Workspace registration.

Just a recap of what we did, we were able to complete your Repnet registration and create your User ID.

As a reminder, please make sure to allow 48h before you start your Workspace registration.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T23:35:18.000+0000,False,False,005OH00000AbCcLYAV,2025-12-01T23:09:11.000+0000,005OH00000AbCcLYAV,2025-12-01T23:35:18.000+0000,005OH00000AbCcLYAV,2025-12-01T23:35:18.000+0000,(905)469-1212,,rosalba@villacisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000h011lYAA,False,,24184395,0030A0000029e8zQAA,0010A000002w2Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Seg fund application,Medium,"Seg Fund app has been submitted as per workspace however they got an email from Canada Life saying the application cannot be located. Reach out to assist line, and was advised to referred to CSC.
=================================

Hi Suk,

Thank you for contacting the workspace support about the status of the submitted segregated fund application.

We have confirmed that the application was submitted in workspace however you receive an email from Canada Life saying they are unable to locate the application. We have referred you over to the client service centre to confirm the status of the application as well as the other concern specific to how you will be able to request a copy of the document that you have submitted through workspace.

Thank you for your time calling us today.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-01T23:19:05.000+0000,False,False,005OH00000BFPZHYA5,2025-12-01T22:47:29.000+0000,005OH00000BFPZHYA5,2025-12-02T00:20:36.000+0000,005OH00000BFPZHYA5,2025-12-02T00:20:36.000+0000,(905)799-2470,416-300-7393,sandhumanjitsingh@yahoo.ca,(905)799-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000h02gzYAA,False,,24184515,0030A0000029oTxQAI,0010A000002wB7rQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Reset,Medium,"MFA Reset

Hi Scott, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you reset your MGA linked to your Workspace account. 

If you have any additional questions, or issues with your Workspace account, please contact us. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T23:01:41.000+0000,False,False,0055o000001zVCKAA2,2025-12-01T22:51:28.000+0000,0055o000001zVCKAA2,2025-12-02T00:13:57.000+0000,0055o000001zVCKAA2,2025-12-02T00:13:57.000+0000,(780)669-6633,,scott@vanta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000h031zYAA,False,,24185628,003G0000018f6jaIAA,0010A000002wOjoQAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Upload file issue,Medium,"KB: KB0017017
Salesforce ID: 0050A000000KZBoQAO
Caller name: Brenda Lalli (MA)
Advisor Name: COLIN JONES
Advisor Code: F2840
Policy number: F513197861
Authenticated: N/A
Caller’s Email address: Balbinder.Lalli@canadalife.com

Caller is unable to upload documents for multiple policies in Workspace. The encountered error message: ‘’Can’t upload file name’’.
>>>•	Connected via LogMeIn.
•	Cleared browser cookies.
•	Closed and reopened browser.
•	Followed the document submission process as outlined in KB0017017.
•	Attempted to upload two different documents (file sizes: 314KB and 538KB); issue persisted.

Escalation Email sent to WSL.",False,,False,False,005OH00000AbCcLYAV,2025-12-01T23:35:24.000+0000,005OH00000AbCcLYAV,2025-12-02T00:29:31.000+0000,005OH00000AbCcLYAV,2025-12-02T00:29:31.000+0000,(604)728-4071,(604) 428-4071,colin@colinjones.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000h06WDYAY,False,,24186214,003G0000018f6uvIAA,0010A000002wOwoQAE,,,,,,,012OH000000ijW5YAI,Open,,Email,,Product Illustrations Policy Change Error,Medium,"Internal ASA reporting Policy Quote Change for two policies under Roger Broeke (LL2597) error in WS support since November, referred to Workspace Support, asked for additional details as per KB0023322 / offered phone support if needed as per new protocol

Dec. 2nd 2025 - User confirmed the quote/application numbers are for the same policy 3524120-6; confirmed with Assist that this would require a DAS ticket; informed user it had been escalated to L2

Dec. 3rd 2025 - L2 referenced potential solution in KB0023363; reviewed and offered troubleshooting steps to user (user may call in for assistance); will inform L2 if issue still requires DAS ticket

Dec. 8th 2025 

***EMAIL CHAIN***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 10:36 AM
To: Seder, Lahzia <Lahzia.Seder@canadalife.com>
Cc: Durk, Michelle <Michelle.Durk@canadalife.com>
Subject: RE: Peter Jekill Policy 3524120-6 - Product Illustrations Policy Change Error - SF Case #24186214

Hi Lahzia,

Hope you have been having a good day! 

While we investigate your issue, we would also like to suggest a potential troubleshooting option – uninstalling and reinstalling Product Illustrations! 

1.	Within your desktop, select the Start Menu and search (by typing)  “Add or Remove Programs”

2.	Select Add or Remove Programs (note: may also appear as “Uninstall a Program”)

3.	Select Product Illustrations from the list of programs and choose Uninstall

4.	Re-download and install the latest version of Product Illustrations here: https://www.acp.canadalife.com/secure/more-adsl/technology/software-downloads.html

Once you have completed these steps, you may try to open the policy change quotes again. Or, if easier, please feel free to contact us and we would be happy to walk you through this process together! 

The Workspace Support team is available Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. Simply provide your SF Case # 24186214 to the Digital Distribution Support Specialist and they will be able to access this email.

We hope to resolve this issue for you soon!

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
***
From: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com> 
Sent: December 3, 2025 9:02 AM
To: King, Georgia <Georgia.King@canadalife.com>
Subject: RE: Peter Jekill Policy 3524120-6 - Product Illustrations Policy Change Error - SF Case #24186214

Hello Georgia,

Thank you for raising this. I was in the process of submitting a ticket, but it appears that we do have a KBA for this KB0023363 and the issue could be related to connectivity. Can we please touch base with the user to see if the issue persists, try uninstalling and re-installing PI if that fails and then let me know what the result is?

Jennifer Burns
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
E: Jennifer.Burns@canadalife.com  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 2, 2025 3:57 PM
To: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com>
Subject: FW: Peter Jekill Policy 3524120-6 - Product Illustrations Policy Change Error - SF Case #24186214

Hello,

Internal ASA is unable to open the policy change quotes sent to them from Inforce Par Illustrations team; referred to Workspace. 

Escalating to L2 as per Assist line – thank you! 


Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: georgia.king@canadalife.com   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 2, 2025 3:32 PM
To: Seder, Lahzia <Lahzia.Seder@canadalife.com>
Cc: Durk, Michelle <Michelle.Durk@canadalife.com>
Subject: RE: Peter Jekill Policy 3524120-6 - Product Illustrations Policy Change Error - SF Case #24186214

Hi Lahzia,

Thank you for this additional information! 

We have gone ahead and escalated this to our Digital Lab Team for further investigation. We will update you here with a response as soon as we have more information. 

As always, the Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516 if you need anything else.

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
***
From: Seder, Lahzia <Lahzia.Seder@canadalife.com> 
Sent: December 2, 2025 12:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Durk, Michelle <Michelle.Durk@canadalife.com>
Subject: RE: Peter Jekill Policy 3524120-6 - Product Illustrations Policy Change Error - SF Case #24186214

Thank you for your email, 52364889-6 and 52364894-2 are the quote/application numbers for policy 3524120-6. The error message is when I am trying to open the illustration showing the information for each quote. The advisor is Roger Broeke, 25974, Alberta.


Lahzia Seder
Advisor Support Associate | Advisor Support Program
lahzia.seder@canadalife.com | 403-515-5940
***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 1, 2025 5:02 PM
To: Seder, Lahzia <Lahzia.Seder@canadalife.com>
Cc: Durk, Michelle <Michelle.Durk@canadalife.com>
Subject: RE: Peter Jekill Policy 3524120-6 - Product Illustrations Policy Change Error - SF Case #24186214

Hi Lahzia,

Thank you for reaching out to Workspace Support! We’re sorry to hear that you’ve been experiencing some technical difficulties and would be happy to look into this further with you. 

Thank you for including your original screenshots! 

To clarify the email thread below, can you please answer the following questions: 

•	Are you only experiencing “Run-time error ‘-2146233087 (80131501)’” when you try to change the policy quote? Or are you also unable to run regular Product Illustrations for 52364889-6 and 52364894-2 please? 
•	Who is the Advisor attached to the policies and what is their Advisor code please? 
•	When were the policies issued please? 

Or, if it’s easier, feel free to call us and we can walk through the issue together over the phone! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist!
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Seder, Lahzia <Lahzia.Seder@canadalife.com> 
Sent: December 1, 2025 10:00 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Peter Jekill Policy 3524120-6

Good Morning,

Can you please see below and look into this for me. I need these quotes for the client ASAP as it has been going from one department to another and is taking a long time. 

Thank you,


Lahzia Seder
Advisor Support Associate | Advisor Support Program
lahzia.seder@canadalife.com | 403-515-5940

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage

From: Inforce Par Illustrations <InforceParIllustrations@canadalife.com> 
Sent: December 1, 2025 7:12 AM
To: Seder, Lahzia <Lahzia.Seder@canadalife.com>
Cc: Durk, Michelle <Michelle.Durk@canadalife.com>
Subject: FW: Peter Jekill Policy 3524120-6
Importance: High

Good morning

Please reach out to @Workspace Support as this seems to be an issue with PI. 

The regular illustration runs fine, the issue is only with the change quotes. 

Thank you
Katie Wood
Inforce Par Illustrations

 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la presente communication, y compris tout fichier joint, est confidentiel et peut etre privilegie. Si vous n'etes pas le destinataire (ou si vous ne recevez pas la presente communication au nom du destinataire vise), veuillez en aviser immediatement l'expediteur et supprimer ou detruire le present message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.  noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilite pour ce qui est de la perte ou des dommages causes par la presence d'un virus.


From: Durk, Michelle <Michelle.Durk@canadalife.com> 
Sent: November 20, 2025 7:23 AM
To: Inforce Par Illustrations <InforceParIllustrations@canadalife.com>
Subject: FW: Peter Jekill Policy 3524120-6

Hello Inforce Par Illustrations team,  

Are you able to review and provide illustrations?

Thanks, 




Michelle Durk (she/her)
Senior Policy Analyst , Insurance Operations, In-force Policy
Analyste principale, Exploitation Assurance, Polices en vigueur


Michelle.Durk@canadalife.com |  Phone/Téléphone: 226-777-8413 | Toll Free/Téléphone sans frais:  1-844-363-5956 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus


From: Seder, Lahzia <Lahzia.Seder@canadalife.com> 
Sent: November 18, 2025 4:24 PM
To: Durk, Michelle <Michelle.Durk@canadalife.com>
Subject: RE: Peter Jekill Policy 3524120-6

Hi Michelle,

I hope you are having a great day. I am having issues opening these I have attached what is happening. The first part is working but then I get an error message. Are you able to run the illustrations and provide them so I can provide them to the client/ advisor?


Lahzia Seder
Advisor Support Associate | Advisor Support Program
lahzia.seder@canadalife.com | 403-515-5940

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage

From: Durk, Michelle <Michelle.Durk@canadalife.com> 
Sent: November 17, 2025 8:32 AM
To: Seder, Lahzia <Lahzia.Seder@canadalife.com>
Subject: RE: Peter Jekill Policy 3524120-6

Hello Lahzia, 

Please be advised that quotes have been released todayl. The quote reports will be emailed directly to the advisor tomorrow in the normal manner (from our support area).  The quotes can be illustrated immediately using the quote # in Product illustrations.

52364889-6   Reduced paid up
52364894-2   all cash value of pua applied towards indebtedness

If unable to obtain the illustrations, please contact InforceParIllustrations@canadalife.com


Fyi.

Thanks, 



Michelle Durk (she/her)
Senior Policy Analyst , Insurance Operations, In-force Policy
Analyste principale, Exploitation Assurance, Polices en vigueur


Michelle.Durk@canadalife.com |  Phone/Téléphone: 226-777-8413 | Toll Free/Téléphone sans frais:  1-844-363-5956 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus
From: Seder, Lahzia <Lahzia.Seder@canadalife.com> 
Sent: November 3, 2025 5:34 PM
To: Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com>
Subject: Peter Jekill Policy 3524120-6

Good Afternoon can you please provide the two below quotes. Client has asked that we ask for these to be provided Urgently. 

1) Surrender enough paid-up additions to pay off loan, or as much loan as possible

2) Reduced paid up policy

Thank you,


Lahzia Seder
Advisor Support Associate | Advisor Support Program
lahzia.seder@canadalife.com | 403-515-5940

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage",False,,False,False,005OH00000BFQFDYA5,2025-12-02T00:01:28.000+0000,005OH00000BFQFDYA5,2025-12-10T21:51:35.000+0000,005OH00000BFQFDYA5,2025-12-10T21:51:35.000+0000,(403)614-5128,(403) 614-5128,roger@broekefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000h09ovYAA,False,,24185037,0030A000008mxPOQAY,0010A000009hfWKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login,Medium,"*12/1*
----------------

Jing Yang
h7793
my mom used to have canadalife workspace account, when she was working in BC, when 
authenticated, i can hear the mother in the background and they were able to provide the answers to me 
aligned email in Workspace to the same one in Siebel 
had user perform a password reset and 

*email*
----------------

Good afternoon Jing, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace, but the email address is out of date, and you are unable to access it. We were able to update your email to the one that is aligned in our backend system and help you log into Workspace successfully. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-01T23:36:27.000+0000,False,False,005OH000008919xYAA,2025-12-01T23:11:30.000+0000,005OH000008919xYAA,2025-12-01T23:36:27.000+0000,005OH000008919xYAA,2025-12-01T23:36:27.000+0000,(403)923-3181,(403) 452-3886,jingyang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000h0BE3YAM,False,,24185708,0030A00000CDBrVQAX,0010A00000CnhZrQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Digital Term Conversion - signature request not received by client - INC1926356,Medium,"*** DDS 03DEC2025 ***
envelope re-sent, advised user

*** DDS 03DEC2025 *** - INC1926356 submitted to re-send docusign envelope to client

Digital Term Conversion - signature request not received by client
Hi @Workspace Service Leaders,

We are escalating the following case as per the process outlined in KB0022696. The advisor has confirmed that the client has not received the DocuSign package for their digital term conversion application. Below are the details provided:

•	Signing Client Name : Anthony Urso
•	Policy Number: K146328T
•	Signing Client Email Address: anthony.urso@hotmail.com
•	Signing Client Phone Number: 705-698-1917
•	Date Signature Was Requested: Friday, November 28
•	Application Number: Not available (advisor indicated only two digital conversions were completed last week and cannot trace the application)


Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   
Hi Michelle, 

Thank you for providing the details below.

We have escalated your case to our second level support team. 

They will get in touch with you once they have an update. 

Have a wonderful day. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 





From: Michelle Brady <michelle@monahanfinancial.ca> 
Sent: Monday, December 1, 2025 5:58 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Davis, Maria <Maria.Davis@canadalife.com>; Term_Conversion_Inquiries <Term_Conversion_Inquiries@canadalife.com>; Monahan, Sean <sean@monahanfinancial.ca>
Subject: [EXT] RE: Digital Term Conversion applications submitted **URGENT PLS REVIEW AND ADVISE - C24185708

Good evening, I see the term conversion mailbox was copied on the email, but to reiterate and confirm the information needed: Anthony Urso’s Application (Policy K146328T) The client has not received the DocuSign package yet. This typically requires
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good evening, 
I see the term conversion mailbox was copied on the email, but to reiterate and confirm the information needed:
2.	Anthony Urso’s Application (Policy K146328T)
The client has not received the DocuSign package yet. This typically requires an internal request to resend the signature envelope. Please provide the following details so we can escalate:
a.	Signing Client Email address – anthony.urso@hotmail.com
b.	Signing Client Phone number - 705-698-1917
c.	Date the signature was requested – application was completed Friday, Nov 28
d.	Application number (if available) – not sure if an application number was generated, as Sean has only done two digital conversions, both last week – untraceable at our end. 
As the inquiry mailbox is looped in – would someone also please advise the actual process once submitted.
I have read a couple of guides, and there is nothing I have been able to locate that tells me how advisor or admin can follow along to ensure received and in progress. 
Thank you kindly,
Sincerely, 
Michelle Brady ALMI, ACS, AIRC, CHS






Hi Michelle, 

Thank you for contacting Workspace Support.  

I wanted to provide an update on the two applications:

1.	Sean’s Own Application 
To confirm the status and ensure there are no outstanding requirements, the best approach is to reach out to the Term Conversion Inquiries team. They can verify progress and confirm if everything is in good order. Please email them at Term_Conversion_Inquiries@canadalife.com with the policy number and any relevant details.

2.	 Anthony Urso’s Application (Policy K146328T)
The client has not received the DocuSign package yet. This typically requires an internal request to resend the signature envelope. Please provide the following details so we can escalate:
a.	Signing Client Email address
b.	Signing Client Phone number
c.	Date the signature was requested
d.	Application number (if available)

Once we have received the elements aove we will escalate your case to our second level support and they will communicate with you directly for the rest of this case. 

Have a wonderful day. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






From: Davis, Maria <Maria.Davis@canadalife.com> 
Sent: Monday, December 1, 2025 9:03 AM
To: Term_Conversion_Inquiries <Term_Conversion_Inquiries@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Digital Term Conversion applications submitted **URGENT PLS REVIEW AND ADVISE
Importance: High

Hi 

Please see below and advise.

Thank you so much!
Maria 

From: Michelle Brady <michelle@monahanfinancial.ca> 
Sent: December 1, 2025 10:14 AM
To: Davis, Maria <Maria.Davis@canadalife.com>
Cc: Marin, Russell <Russell.Marin@canadalife.com>
Subject: [EXT] Digital Term Conversion applications submitted **URGENT PLS REVIEW AND ADVISE
Importance: High

Good morning Two questions Sean submitted two digital term conversion applications: First, was for himself (corporately owned) – 60410343T – it was his first one done this way. Question for it – how to I view progress to ensure
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning

Two questions

Sean submitted two digital term conversion applications:

First, was for himself (corporately owned) – 60410343T – it was his first one done this way.
Question for it – how to I view progress to ensure it is issued without concern, and that there are no outstanding requirements. 
He received no notification – nothing to confirm it went through. 

More urgently, he completed one with a client Friday (Anthony Urso K146328T) and the client has not received the DocuSign package yet. 
I have confirmed the email address is correct. 
Went through the guides I could find – and it indicates we can go into Workspace and click again on the term conversion button and it would bring me back to the application if not yet submitted, but it goes to a broken link. 

Can you please let me know.

Both have decent premiums and both we would like to see issued and delivered prior to year end. 

Sincerely, 

Michelle Brady ALMI, ACS, AIRC, CHS
Assistant to Sean Monahan
Office Manager
Monahan Financial Planning Group
Phone (705) 806-8341 Ext. 4258 / Fax (705) 805-7806
michelle@monahanfinancial.ca
 
Sudbury Office:  885 Regent Street / Suite 3-28B / Sudbury, ON / P3E 5M4
Manitoulin Office:  North Channel Financial Services /  6163 HWY 542 / Mindemoya, ON / P0P 1S0
 
Visit our website: www.monahanfinancial.ca
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.

--------------------------
Hello Michelle,

We have heard back from our Digital Hub team, and the Term conversion Docusign envelope was re-sent to the client at 3:12pm EST today. Please let me know if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T20:34:27.000+0000,False,False,005OH000006wv2TYAQ,2025-12-01T23:38:59.000+0000,0055o000001zVCKAA2,2025-12-03T20:34:27.000+0000,005OH000006wv2TYAQ,2025-12-03T20:34:27.000+0000,(705)806-8341,,michelle@monahanfinancial.ca,(705)805-7806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000h0GX7YAM,False,,24186820,003OH00000Fh5YWYAZ,001OH00000JYXjRYAX,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to find a policy in Workspace,Medium,"How to find a policy in Workspace

Hi Kwok, 

Thank you for contacting Workspace Support.  

To view this policy in Workspace, please type the policy number in the global search field and you will be able to view this policy and all of its details: 

Hello,

Please assist with the inquiry below highlighted in yellow.



Thank you,
Vivian Zhang

 

If you have any additional questions, send us an email and we will be glad to assist you. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

Hello,

Thank you for the confirmation.

However, may I ask why I am unable to find the policy information for 60895781T in my Canada Life advisor login?
Please advise.

Thank you.

Best regards,





From: Zhang, He <Vivian.Zhang@canadalife.com> 
Sent: Monday, December 1, 2025 10:29 AM
To: canadabctax@gmail.com; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: 60895781T Policy access

Hello,

Thank you for contacting our Client Service Centre for policy 60895781T, policyowner PANDA VENTURES LTD.

This is to confirm the policy is active and paid to Aug 28, 2026.

@Workspace Support, please assist with granting policy access, as the advisor indicated they are unable to view any policy details in Workspace.

If you have further questions please contact our Customer Service Centre toll-free at 1-888-252-1847 or email CANINDSERV@canadalife.com

Thank you,
Vivian Zhang
In-Force Policy Analyst | Insurance Operations, In-Force Policy
Analyste – Polices en vigueur | Exploitation Assurance, Polices en vigueur
Vivian.Zhang@canadalife.com | Phone/ Téléphone: 306-751-6915 
 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T00:37:01.000+0000,False,False,0055o000001zVCKAA2,2025-12-02T00:37:01.000+0000,0055o000001zVCKAA2,2025-12-03T16:16:27.000+0000,0055o000001zVCKAA2,2025-12-03T16:16:27.000+0000,(778)682-8088,,canadabctax@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,122.0
500OH00000h13ZxYAI,False,,24189324,003G0000018f6zcIAA,0010A000002wP2GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't upload documents to Workspace,Medium,"Caller Name: Janice Hovde (goes by Jan.)
Advisor or support staff: Advisor support
Advisor Code: LL27497
Advisor Name: LUCAS KRAMPS - W5247	
Phone: 1-780-702-5807 x0
Email: jan@bbfinancial.ca		
Siebel verification: 
DEC ROTATION 1 QUESTIONS ASKED & CONFIRMED: N/A
Issue: Trying to upload documents into Workspace. Can't upload

FINDINGS: Seems to be widespread as we've recieved several emails/calls noted by others. Michelle is looking into


https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001fZJAQA2%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A00000As5FbQAJ%26cntc%3D0030A00000As5FbQAJ%26id%3D0050A000001fZJAQA2

--------------------------------------***DDS  12/02/2025***--------------------------
RESOLUTON: KNOWN ISSUE WAS RESOLVED. SENT UPDATE
--------------------------------------***DDS  12/02/2025***--------------------------
Hello Jan,

Thanks for your patience. It was brought to my attention this was a known issue earlier today and has since been resolved.

If you’re still having trouble uploading files, please try the troubleshooting tips I mentioned prior and if it still doesn’t work, provide any errors/screenshots, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/02/2025***--------------------------
SENT FOLLOW UP TO CLEAR COOKIES/CACHE/SEND SCREENSHOT AS ASSIST DESK NEEDS THIS INFO BEFORE ESCALATION.
--------------------------------------***DDS  12/02/2025***--------------------------

Hello Jan,

Thanks for your patience while we investigate this issue, in the meantime, please try the below and let us know, thanks.

Can you please try to sign out of Workspace, sign in again to try.

Please also try to clear your cookies/cache in the browser and let try again. If its still not working, please provide me with a screenshot, thanks.


Edge
1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’
Close the browser when cleared and then sign in again to try

 
Chrome
1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Clear Data’ to complete
Close the browser when cleared and then sign in again to try

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/02/2025***--------------------------
Hello Jan,

Thank you for contacting Workspace Support today regarding not being able to upload documents to Workspace.

I’m sorry I was unable to help you resolve this during our call, but I will investigate this further and get back to you as soon as I have more information. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-02T20:59:18.000+0000,False,False,005OH00000AUS7aYAH,2025-12-02T13:56:58.000+0000,005OH00000AUS7aYAH,2025-12-02T21:02:16.000+0000,005OH00000AUS7aYAH,2025-12-02T21:02:16.000+0000,(780)702-5807X228,(780) 988-5826,lucas@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h19wEYAQ,False,,24190002,003G0000018f6jIIAQ,0010A000002wOjWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-document error,Medium,"***DDS(Dec 2)
Updated user that document submission issue has now been resolved

user called she is not able to submit document on Workspace,
enable to reach assit forwarding by email.
user also emailed this issue
Tagg emailed with case number.
email============
Bonjour Denise,
Nous avons été informés que vous aviez un problème pour soumettre des documents. Il s'agissait d'un problème affectant la plupart des utilisateurs et il a été résolu cet après-midi. Veuillez nous faire savoir si vous rencontrez encore des difficultés et nous vous aiderons volontiers. 
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.
Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à workspacesupport@canadalife.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.

Merci, 
Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-888-999-4516  
C: Soutien_EspaceAffaires@canadavie.com
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




Hello sl leader,

User is Denise Nadon; she is having the know issue enable to submit document on workspace.

Please investigate.

Denise Nadon(ASA)
Email:denise.nadon@sfprogestion.com

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  =====================
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Bonjour

Je suis incapable de faire suivre des documents par espace affaire pour des clients, ça me dit impossible de charger??

Merci de vérifier et m’aviser rapidement car les transactions sont procédées

 
Denise Nadon 
Adjointe administrative
Services Financiers Progestion",True,2025-12-02T14:41:44.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-02T14:15:21.000+0000,005OH00000AZ3ZxYAL,2025-12-02T22:07:35.000+0000,005OH000001yNnZYAU,2025-12-02T22:07:35.000+0000,(514)791-3473,(514) 791-3473,patrick.beauchamp@sfprogestion.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1BZfYAM,False,,24189608,0030A0000029XS0QAM,0010A000002vx1aQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Registration,Medium,"***DDS*** 12/02/25
Name: Jack Di Nardo
Phone:
Agent code: 40428
Response email from DM: Hi team,

Thank you for your response.

We must receive their request through APEXA. I will let the advisor know about this so that we can make a proper change on our end first.

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com



***DDS*** 12/01/25
Name: Jack Di Nardo
Phone: 
Agent code: 40428

Hello, 

Yes, Jack’s email address should be dinardo@wealthworks.com are you able to make the update?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Byun, Jiwon <jiwon.byun@Canadalife.com> 
Sent: December 1, 2025 3:39 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] FW: 40428 - JACK DINARDO

Hi team,

Can you please assist on the below request as Jack is unable to access to his MGA Workspace account?

Jack’s user ID is WEALTHWORKS@clext.

For your information, email address we have for Jack is service@wealthworks.com, which might be the reason why he is unable to proceed with the registration process. If this is because of the outdated email address we have for him, please kindly advise to me.

Thank you kindly,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: dinardo@wealthworks.com <dinardo@wealthworks.com> 
Sent: December-01-25 03:27 PM
To: Byun, Jiwon <jiwon.byun@Canadalife.com>
Subject: [EXT] FW: 40428 - JACK DINARDO

Good day Ms. Byun, As for registering for Workspace, I wish to point out that my assistant Don Brookes is registered under WealthWorks for Workspace. I wish to have my own log in, with my name and credentials appearing on quotes and client proposals
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good day Ms. Byun,

As for registering for Workspace,  I wish to point out that my assistant Don Brookes is registered under WealthWorks for Workspace.

I wish to have my own log in, with my name and credentials appearing on quotes and client proposals under; dinardo@wealthworks.com

The link provided earlier in this email chain takes me to admin@wealthworks.com

So, how do I do this?

Respectfully,

Jack Di Nardo, CFP, CLU, CHFC 
Sr. Wealth Advisor. 
Optimize-WealthWorks Financial

245 Fairview Mall Drive
Suite 403
Toronto ON M2J 4T1
Fax: 1-866-620-5414
Telephone: 416-493-7113

E. & O.E.

This message, including any attachments, is intended only for the use of the individual(s) to which it is addressed and may contain information that is privileged / confidential. Any other distribution, copying or disclosure is strictly prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and permanently delete this message including any attachments, without reading it or making a copy. Thank you.

From: Maiato, Eddie <Eddie.Maiato@canadalife.com> 
Sent: November 28, 2025 4:56 PM
To: dinardo@wealthworks.com
Subject: FW: 40428 - JACK DINARDO

Good afternoon, Jack,

Please see confirmation email below.  Please click on the link to register for Workspace.

Thank you




Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com

Sept. 22 - Dec. 31, 2025: 3 months of CI premium waived in combo app
A new way to protect more and save more: critical illness insurance premium offer

Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions:  Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847
 

 
Visit  canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 28, 2025 11:19 AM
To: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: 40428 - JACK DINARDO - Rush

Hi Eddie,

It appears that Jack has already created his user ID – WEALTHWORKS.

If he has not completed with MGA Workspace registration, please have him complete using the below instructions.

STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
If he has already completed the above step, but has issues with accessing Workspace, please reach out to our Workspace Support team clworkspacesupport@canadalife.com for further assist.

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com",True,2025-12-02T14:05:17.000+0000,False,False,005OH00000BGeeHYAT,2025-12-02T14:05:17.000+0000,005OH00000BGeeHYAT,2025-12-02T18:42:40.000+0000,005OH00000BGeeHYAT,2025-12-02T18:42:40.000+0000,(416)493-7113,,service@wealthworks.com,(866)620-5414,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1NTKYA2,False,,24188357,003G0000018f6x6IAA,0010A000002wOzkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,deceased policyowner's name and details are the same as a successor owner - INC1924781/INC1948942,Medium,"*** DDS 30DEC2025 ***
resolved, advised user

*** DDS 29DEC2025 ***
previous INC closed without resolution, submitted INC1948942 today 

*** DD S02DEC2025 ***
INC1924781 to remove deceased owner/annuitant info, s/h info

***DDS*** 12/01/25
Name: CARLOS MADURI
Phone: 
Agent code: D2577
Reference: KB0020059

----------------------------------------------------
Hello Brian,

I apologize for the delay in following up regarding the correction for this policy. All references to the deceased spouse as well as the successor holder have been removed from Workspace for this policy. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

email: Hello Brian,

Thank you for contacting the Workspace support group regarding  deceased policyowner's name and details are the same as a successor owner.

I will have this escalated for investigation.

Our team will reach out once we have completed our investigation. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: McLean, Brian <Brian.McLean@canadalife.com> 
Sent: December 1, 2025 1:08 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: Almerinda Melo - 754800688 - TFSA 84235335

Good Afternoon,

Can you please review the below Workspace issue and have this corrected? The policy was fully moved to Almerinda Melo and shows correct on our backend system but the advisor states Victor Melo is still showing on the account on Workspace. 

Thank you,

Brian McLean 
Team Coordinator  |  Individual Wealth, Canada Operations
brian.mclean@canadalife.com  |  226-316-1414

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage

From: Maclean, Susan <Susan.MacLean@canadalife.com> 
Sent: December 1, 2025 10:19 AM
To: McLean, Brian <Brian.McLean@canadalife.com>
Cc: Maclean, Susan <Susan.MacLean@canadalife.com>
Subject: Almerinda Melo - 754800688 - TFSA 84235335

Hi Brian,
Here is another case  of Tony Maduri's having the same issue. Can you please investigate. 
Thank you 
Susan 

 
Susan MacLean 
Operations Experience Consultant |  Wealth Platform Team
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
Susan.MacLean@canadalife.com  |  902-402-1522
 
 

________________________________________
From: Tony Maduri <Tony@madurifinancialgroup.com>
Sent: Friday, November 28, 2025 2:35:01 PM
To: Maclean, Susan <Susan.MacLean@canadalife.com>
Cc: Zoratto, Philip <Philip.Zoratto@advicecanada.com>
Subject: [EXT] RE: Almerinda Melo - 754800688 - TFSA 84235335 
 
Almerinda Melo Client ID - 754800688 TFSA account number – 84235335 Regards, Carlos Tony Maduri, CFP, CHS Certified Financial Planner Maduri Financial Group Inc. Investment Representative Quadrus Investment Services Ltd. Office: 905-334-3863
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Almerinda Melo
Client ID - 754800688
TFSA account number – 84235335
 
Regards,
Carlos Tony Maduri, CFP, CHS
Certified Financial Planner 
Maduri Financial Group Inc.
Investment Representative
Quadrus Investment Services Ltd.
Office: 905-334-3863
Fax: 905-827-8066
Website: www.madurifinancialgroup.com
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”.  [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period.  In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.   
 
 
From: Maclean, Susan <Susan.MacLean@canadalife.com> 
Sent: November 28, 2025 1:08 PM
To: Tony Maduri <Tony@madurifinancialgroup.com>
Cc: Zoratto, Philip <Philip.Zoratto@advicecanada.com>
Subject: RE: Armerinda Melo - 754800688 - TFSA 84235335
 
Hi Tony,
You must have the incorrect plan & Client id and possibly spelling incorrect as I can’t find this client.
S
 
Susan MacLean 
Operations Experience Consultant |  Wealth Platform Team
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
Susan.MacLean@canadalife.com  |  902-402-1522
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Tony Maduri <Tony@madurifinancialgroup.com> 
Sent: November 28, 2025 1:58 PM
To: Maclean, Susan <Susan.MacLean@canadalife.com>
Cc: Zoratto, Philip <Philip.Zoratto@advicecanada.com>
Subject: [EXT] RE: Armerinda Melo - 754800688 - TFSA 84235335
 
Hi Susan, I have started a new thread for this client. Husband passed away (Victor Melo) and his TFSA was transferred to Armerinda Melo as the Successor Holder. On system (workspace) is showing: Owner: VICTOR MELO, ALMERINDA MELO Annutant: VICTOR
 
Hi Susan,
I have started a new thread for this client.
 
Husband passed away (Victor Melo) and his TFSA was transferred to Armerinda Melo as the Successor Holder.
 
On system (workspace) is showing:
 
Owner: VICTOR MELO, ALMERINDA MELO
Annutant: VICTOR MELO, ALMERINDA MELO
 
Thank you for looking into this also.
 
Regards,
 
Carlos Tony Maduri, CFP, CHS
Certified Financial Planner 
Maduri Financial Group Inc.
Investment Representative
Quadrus Investment Services Ltd.
Office: 905-334-3863
Fax: 905-827-8066
Website: www.madurifinancialgroup.com",True,2025-12-30T17:08:45.000+0000,False,False,005OH000006wv2TYAQ,2025-12-02T13:19:12.000+0000,005OH00000BGeeHYAT,2025-12-30T17:08:45.000+0000,005OH000006wv2TYAQ,2025-12-30T17:08:45.000+0000,(905)827-8066,(905) 334-3863 *,tony@madurifinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1NwMYAU,False,,24190271,0030A0000029hWsQAI,0010A000002w5PTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account Unlock and password reset,Medium,"*****DDS**** 12/02/2025

User called to get assistance with accessing product illustration. Upon trying to sign into workspace, realized user was locked out, Followed KB0021888 for authentication and unlocked user account, User doesnt remember password, so had to do a password reset. 


*****Email chain*****
Hello Michael, 

     It was a pleasure assisting you today with accessing product illustration. We were able successfully unlock your workspace account and reset your password, which enabled you to access product illustration. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T14:58:55.000+0000,False,False,005OH00000BFQFHYA5,2025-12-02T14:21:18.000+0000,005OH00000BFQFHYA5,2025-12-02T14:58:56.000+0000,005OH00000BFQFHYA5,2025-12-02T14:58:56.000+0000,(613)796-0037,(613) 290-0701,m.brouillard@lawyersfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1PrmYAE,False,,24190106,0030A0000029ckwQAA,0010A000002w1NeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,"Hello Ainslie,

Our team has received your request Stephanie S to provide Client Listings report for Advisor code H7367. Please find the attached file for your reference (2 Tabs)
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Ainslie,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
JPMNO84UY1 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




















Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: November 26, 2025 6:47 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Gornenski, Andrei <Andrei.Gornenski@canadalife.com>
Subject: Full client listing: Ainslie Winter

Hi Client Services,

Can you please pull a full active client listing for the above codes and let me know when ready for advisor. They want to set up a time to review listing for opportunities . 


 

Directly to Ainslie Winter aw@winterfinancial.ca


Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC   V7X 1K8

If you are unable to reach me try:
Melinda Bascoguin
Regional Sales Associate, Insurance
Distribution Excellence
Melinda.Bascoguin@canadalife.com 
Ph: (604) 331-2465

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.


 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-02T14:17:32.000+0000,False,False,005OH0000088z1hYAA,2025-12-02T14:17:32.000+0000,005OH0000088z1hYAA,2025-12-02T14:25:22.000+0000,005OH0000088z1hYAA,2025-12-02T14:25:22.000+0000,(604)525-5888,,aw@winterfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1UZbYAM,False,,24188490,003G000001XrsOoIAJ,0010A000002wSlsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Register for Workspace,Medium,"Caller Name: Debbie Murphy
Advisor or support staff: Advisor 
Advisor Code: F5910
Advisor Name: JOSEPH ROMKEY	
Phone: 
Email: debbie@rrwealth.ca		
Siebel verification: 
DEC ROTATION 1 QUESTIONS ASKED & CONFIRMED: 
Issue: Unable to register for Workspace

FINDINGS: not seeing a SF profile with user detail page.

--------------------------------------***DDS  12/02/2025***--------------------------
RESOLUTION: SHE WAS ABLE TO REGISTER NOW
--------------------------------------***DDS  12/02/2025***--------------------------
Hello Debbie,

I’m so glad to hear you were able to register and now signed into Workspace. 

Please also note: While I do see delegate access to you, you may have to allow up to 48hrs before you’re able to see your advisors book of business.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/02/2025***--------------------------
Hi – I am not sure what happened, it had me register all again, but I am now logged into Canada Life. 

Thank you!
Debbie


--------------------------------------***DDS  12/02/2025***--------------------------
NO RESOLUTION. SHE HAS TO CALL IN/ANYONE CAN HELP HER WITH THIS. CLARIFIED WITH RACHELLE, WE CAN'T REQUEST A NUMBER TO CALL THEM BACK/ THEY HAVE TO CALL IN
SENT FOLLOW UP TO HER
--------------------------------------***DDS  12/02/2025***--------------------------
Hello Debbie, 

I do not have a direct number for you to call however when you call 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

You can reference this Case#24188490 as I’ve captured your details here. Anyone you reach will be able to assist you with registering for Workspace and guide you correctly, they will need to complete an authentication with you on the call. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/02/2025***--------------------------
Hi – still not letting me past that screen – is there a direct number for you? So I don’t have to go through all of this with another person?

Thank you,
Debbie



--------------------------------------***DDS  12/02/2025***--------------------------
sent follow up

--------------------------------------***DDS  12/02/2025***--------------------------
Hello Debbie,

Please try to clear your cookies and cache and start over. Instructions below.

Once done, please start over by going to Register do not enter an advisor code, instead skip that part and move to step 4. 

If you’re still having issues, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Edge
1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’
Close the entire browser once cleared and re-open a new browser
 
Chrome
1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Clear Data’ to complete
Close the entire browser once cleared and re-open a new browser

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/02/2025***--------------------------
email received
--------------------------------------***DDS  12/02/2025***--------------------------
Hi, the username is: debbie_rrwealth.ca

It is not letting me past the verify page – it keeps telling me I am registering as an advisor.

Debbie.


--------------------------------------***DDS  12/02/2025***--------------------------
EMAIL RECEIVED. ERR-W1521
SENT FOLLOW UP
--------------------------------------***DDS  12/02/2025***--------------------------
Hello Debbie,

As you’re not an advisor, please remove the advisor code and skip that step, move onto step 4 please. 

If you’re still seeing issues, let us know the User ID you registered, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/02/2025***--------------------------
EMAIL RECEIVED ERR-W1521. SHE'S ENTERING AN ADVISOR CODE BUT SHE'S NOT AN ADVISOR
--------------------------------------***DDS  12/02/2025***--------------------------
Hi Anita,

Here is the error screen I am getting:

 
Debbie



--------------------------------------***DDS  12/02/2025***--------------------------
SENT FOLLOW UP REQUESTING ADDITIONAL INFO.
--------------------------------------***DDS  12/02/2025***--------------------------
Hello Debbie,

Please let us know what step you’re stuck on in registering for Workspace, any error messages? 

Please provide a screenshot to better assist, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/02/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/02/2025***--------------------------
Hello, 

Debbie is a new admin assistant working with R&R Wealth Management.  She is having issues getting Workspace set up, see below.  Please note that Debbie is an admin not an advisor.  She does not have her own selling code.  The firm code is W0220, principal advisor code is F5910 Joe Romkey. 

Can you please reach out to Debbie and assist her with getting her access up and running?

Thank you,
Rachel

Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857

In partnership with:

Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Debbie Murphy <debbie@rrwealth.ca> 
Sent: December 1, 2025 10:16 AM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace - Deborah Murphy - Effective November 26, 2025

Hi Rachel, I did just try to log in, with no luck. I have reached out to the 1-800# but they are asking for two numbers, one is the advisors’ number and the other is a selling code. I am hoping you can help me with this. Thank you, Debbie Murphy,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Rachel, 

I did just try to log in, with no luck. I have reached out to the 1-800# but they are asking for two numbers, one is the advisors’ number and the other is a selling code. 

I am hoping you can help me with this.

Thank you,

Debbie Murphy, Administrative Assistant
R&R Wealth Management

This message may contain privileged or confidential information. If you are not the intended recipient of this message, please notify the sender immediately and delete the original without making a copy or disclosing its content. 



From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: November 25, 2025 10:54 AM
To: Debbie Murphy <debbie@rrwealth.ca>
Cc: Joe Romkey <joe@rrwealth.ca>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: FW: Register for access to Canada Life Workspace - Deborah Murphy - Effective November 26, 2025

Hi Debbie, 
 
I just want you to be aware that this is a two-step process.  Once you’ve completed step one you will need to wait two business days before you can register for Workspace.  Also note that this access is for the Workspace Direct.  You are also going to be getting a similar email, but it is for Workspace MGA, you need to complete both these and be sure to keep track of both login details.  I will assist you with the final set up once you have both all your accesses.
 
Sorry if this is confusing, I am here to help you along the way so reach out if you need anything.  Please let me know once you have completed this set-up as I will need to send one more request for more accesses.
 
Thank you,
Rachel
 
Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857
 
In partnership with:
 
Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526
 
 
  
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
_____________________________________________
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 25, 2025 10:02 AM
To: debbie@rrwealth.ca
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: Register for access to Canada Life Workspace - Deborah Murphy - Effective November 26, 2025
 
 
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•	Do not use your employee ID as your User ID (formerly RepNet ID) as this may restrict your access.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	You must use the email noted below for all digital platform registrations.
•	Please wait 2 business days after receiving your User ID to register for Workspace.
•	Workspace has separate versions for Canada Life Direct and MGA business; even if you're already registered for the MGA version, you'll need to register separately for the Direct version to manage Direct business.
 
Your registration information
Name:	Deborah Murphy
Advisor code*:	F5910
Activation code:	To follow in a separate email.
Email:	debbie@rrwealth.ca

* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID) 
•	Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
•	For iPhone, get the app from the App Store.
•	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Thank you,
 
Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-02T17:19:56.000+0000,False,False,005OH00000AUS7aYAH,2025-12-02T13:25:19.000+0000,005OH00000AUS7aYAH,2025-12-02T18:27:03.000+0000,005OH00000AUS7aYAH,2025-12-02T18:27:03.000+0000,(902)435-1569,(902) 809-4419,joe@rrwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1XSeYAM,False,,24191415,003G0000018f6kaIAA,0010A000002wOmKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing beneficiaries,Medium,"***DDS*** 12/02/25
Name: Wayne Holloway
Phone:
Agent code: F0491
Reference: KB0015376

Hi Greg,

Because the policy is inactive we cannot see it.   

Client Service Centre at 1-888-252-1847 I believe has access to open inactive policies they would be the best channel to go though, Wayne can call them directly.

Your 2nd question, absolutely advisors can have access to this email inbox.   It is easier for us to converse directly with the Advisors then to go though a seconday party.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




_____________________________________________
From: Macintosh, Greg <Greg.MacIntosh@canadalife.com> 
Sent: December 2, 2025 1:46 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: 24191415 - RE: Workspace Question 


The team I work on terminated the policy as the client had died.

Advisor wants to know what was on Workspace for a beneficiary designation?

Also is this mailbox something that can be given to an advisor ? 




Greg MacIntosh
Team Coordinator | Wealth Claims

greg.macintosh@canadalife.com |  519-435-7613




***DDS*** 12/02/25
Name: Wayne Holloway
Phone:
Agent code: F0491
Reference:  KB0015376 

Hello Greg,

To best answer why the policy is terminated please contact Client Service Centre at 1-888-252-1847 for inactive policy related inquiries.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




_____________________________________________
From: Macintosh, Greg <Greg.MacIntosh@canadalife.com> 
Sent: December 2, 2025 12:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: 24191415 - RE: Workspace Question 


The policy terminated due to death and is now closed would that impact anything. 

He had indicated he saw the information, then we coded the claim and paid it out now he cant see it any longer. 






***DDS*** 12/01/25
Name: Wayne Holloway
Phone: 
Agent code: F0491

Hello Greg,

It looks like Advisor Wayne Holloway’s advisor code is no longer associated with Policy number:   110194969.

Please have Wayne email Contracts & Compensation at email address: Contracts&Compensation@canadalife.com

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




_____________________________________________
From: Macintosh, Greg <Greg.MacIntosh@canadalife.com> 
Sent: December 2, 2025 9:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: 24191415 - RE: Workspace Question 


Information has been provided below …. Thank you for your help.




_____________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 2, 2025 9:46 AM
To: Macintosh, Greg <Greg.MacIntosh@canadalife.com>
Subject: 24191415 - RE: Workspace Question 


Hello Greg, 

Thank you for contacting the Workspace support group regarding missing beneficiaries. 

Yes, please provide the following so we can investigate.

Advisor name:  Wayne Holloway
Agent Code:  19222 
Client name:   Veda Waller
Policy number:   110194969

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



***DDS*** 12/01/25
Name: Greg MacIntosh
Hello Greg, 

Thank you for contacting the Workspace support group regarding missing beneficiaries. 

Yes, please provide the following so we can investigate.

Advisor name:
Agent Code:
Client name:
Policy number:

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




_____________________________________________
From: Macintosh, Greg <Greg.MacIntosh@canadalife.com> 
Sent: December 1, 2025 2:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Workspace Question 


Hi

I work in Wealth Claims and an advisor came to me for some assistance, but I really can’t help him so I am looking for someone who can.

According to our file and source system (Unitrax) there were two named beneficiaries on the policy. Advisor indicated he checked on Workspace and there was only one but can no longer see the data.

If I provide you with client name, policy number, advisor name etc is there a way to check what was indicated on Workspace?? 

Or

Is there someone who can reach out directly to the advisor? ( we don’t have access or use workspace)

Thanks 


Greg MacIntosh
Team Coordinator | Wealth Claims

greg.macintosh@canadalife.com |  519-435-7613",True,2025-12-02T16:45:08.000+0000,False,False,005OH00000BGeeHYAT,2025-12-02T14:45:22.000+0000,005OH00000BGeeHYAT,2025-12-02T19:59:34.000+0000,005OH00000BGeeHYAT,2025-12-02T19:59:34.000+0000,(902)629-5640,(902) 629-5640,wayne@waywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1XpFYAU,False,,24189607,0030A0000029jchQAA,0010A000002w77AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't find policy in Salesforce and workspace - INC1924141,Medium,"*** DDS 15DEC2025 ***
details visible, advised user

*** DDS 02DEC2025 ***
INC1924141 - aligned to 22222222 code in co-pilot

Caller ASA- KAILEY KEANE kailey@fgwealth.ca 

Advisor JULIE J FEARN GALLANT-E6002.

ASA is calling for missing policy in workspace. The policy is under 2 advisors. I found the policy in copilot but not in salesforce. Called assist line and issue has been escalated to 2nd level support.

-------------------------EMAIL:
Hello Kailey,

We have heard back from our Digital Hub team and policy 90146805 is now visible within Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Kailey,

Thank you for contacting Workspace Support today regarding policy 90146805 missing from Workspace. We have escalated the issue to our Digital Hub team for investigation and we will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T17:18:38.000+0000,False,False,005OH000006wv2TYAQ,2025-12-02T14:05:16.000+0000,005OH00000BFiyTYAT,2025-12-15T17:18:38.000+0000,005OH000006wv2TYAQ,2025-12-15T17:18:38.000+0000,(506)470-0996,(506) 470-0996,julie@fgwealth.ca,(506)453-0675,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1YLWYA2,False,,24189843,003G0000018f6dYIAQ,0010A000002wObaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't upload documents to Workspace,Medium,"Caller Name: Ellen Goldenberg
Advisor or support staff: Advisor support
Advisor Code: LL25817
Advisor Name: BROCK WILIMEK F1480	 
Phone: 
Email: ellen@northstonewealth.com		
Siebel verification: 
DEC ROTATION 1 QUESTIONS ASKED & CONFIRMED: N/A
Issue: Issue uploading files. Doesn't complete, blue line moves long at the end/not getting the done prompt. Tried multiple files.

FINDINGS: Seems to be widespread as we've received several emails/calls noted by others. Michelle is looking into

RESOLUTION: spoke to Eliese at assist desk. did a log me in. captured screenshot.
also cleared cookies/cache in Chrome. tried again. no luck
xferred call to Eliese to take over.",True,2025-12-02T14:34:06.000+0000,False,False,005OH00000AUS7aYAH,2025-12-02T14:11:40.000+0000,005OH00000AUS7aYAH,2025-12-02T14:36:13.000+0000,005OH00000AUS7aYAH,2025-12-02T14:36:13.000+0000,(416)543-1057,(416) 500-2370,brock@wilimekwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1YOnYAM,False,,24193920,0030A000007kQNnQAM,0010A000008c766QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing policy,Medium,"*** DDS Dec 2nd, 2025 ***
User cannot see policy 60681170T under his name, under code H4598. Code H4598 noted as ""Transferred"" on Siebel, and Workspace account with active code H5316 does not have the policy. L2 (Jon) will get back to me so I can update him with which department to contact.
30min later: Sent follow up email to redirect to contracts&compensation@canadalife.com to verify correct transfer.
=============
Bonjour Mario,

C’était un plaisir de vous parler aujourd’hui et de vous aider à trouver un relevé de police pour la police 60681170T.

Durant notre appel, vous avez réinitialisé votre mot de passe pour accéder au compte Espace Affaires. Nous avons vu que la police 60681170T n’était pas accessible sur votre compte Espace Affaires. Étant lié au code de conseiller H4598 avec un statut « Transféré » dans nos dossiers, elle n’apparaît donc pas sur votre compte Espace Affaires qui affiche toutes polices sous le code H5316 (code d’IG).

Pour des questions sur cette police et recevoir un relevé de police, vous pouvez contacter notre Service aux Clients au 1-888-252-1847.

Pour la question de ce transfert de polices de l’ancien code au code actuel, je vous reviens avec une réponse dès que je reçois une mise à jour de mon spécialiste support de niveau 2.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-02T16:51:01.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T15:29:32.000+0000,005OH00000AbJ7aYAF,2025-12-02T16:55:05.000+0000,005OH00000AbJ7aYAF,2025-12-02T16:55:05.000+0000,(514)914-4010,(514) 914-4010,mario.felx@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1dzVYAQ,False,,24189526,0030A0000029WKVQA2,0010A000002vw5tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 2nd, 2025 ***
Authenticated with rotation 2, then verified all login info was correct and it worked, possible glitch.
===========
Good morning Bedros,

It was a pleasure speaking with you today to help you access your Workspace account.

During the call I helped you put the correct information to sign in, you also reset your password and were able to access your Workspace account.

For any inquiry on processes to follow for insurance products and applications, you can contact your RSA, Marie-Claire Jobson at marie-claire.jobson@canadavie.com or by phone at (581) 705-4165.

I’m glad I was able to assist you today signing in to your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T14:16:28.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T14:03:00.000+0000,005OH00000AbJ7aYAF,2025-12-02T14:28:47.000+0000,005OH00000AbJ7aYAF,2025-12-02T14:28:47.000+0000,(514)620-4226,,admin@sfg.ca,(514)620-7002,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1eaYYAQ,False,,24189453,0030A0000029cl9QAA,0010A000002w1NrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registering for Workspace,Medium,"•	Reason for call: User cannot see GWL clients via MGA account
Authentication: Yes/No, which rotation: No, does not have required info to proceed with registration
•	Troubleshooting steps completed: Adv to contact DM to obtain right info
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”)
===========================
Hello Robert, 

Thank you for contacting Workspace Support. In order to begin the registration process for your Direct Solutions account, please contact my team at Distribution_Methodology@canadalife.com and ask them to provide you with “the Welcome Email” that contains your advisor code, and activation code. 

Once you have received this information, you can then proceed to repnet1.canadalife.com to begin the registration process by creating a UserID and Password. Keep note of this information because you will later need it on workspace.canadalife.com when registering for your Workspace Account. 

I have attached 2 guides here. If at any point you needed help, please do not hesitate to reach out to me here via email or you can contact us via phone. 

Your voice matters. Let us know what you thought about the quality of service provided by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T14:35:04.000+0000,False,False,005OH00000BFQFGYA5,2025-12-02T14:01:02.000+0000,005OH00000BFQFGYA5,2025-12-02T14:35:04.000+0000,005OH00000BFQFGYA5,2025-12-02T14:35:04.000+0000,(905)815-8631,,rob@parrofinancial.com,(905)815-8631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1eh2YAA,False,,24189730,003G0000018f6fNIAQ,0010A000002wOdPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre Access,Medium,"JASON FULTON (LL10572)
Jason is getting an error message saying that their password is incorrect when they try to access investment centre through workspace.
KB0021772- connected with user through logmein cleared cache and cookies, closed browser and advised user to try accessing again. 
user was able access after troubleshooting.

Email:
----------
Hello Jason,

Thank you for contacting Workspace support. It was a pleasure assisting you with accessing investment center today.

On the call, I connected with you through a logmein session where I was able to perform some troubleshooting steps and resolve your technical issues. 

Please let us know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T14:22:44.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T14:09:05.000+0000,005OH00000BGf2TYAT,2025-12-02T14:22:44.000+0000,005OH00000BGf2TYAT,2025-12-02T14:22:44.000+0000,(519)852-2068,(519) 852-2068,jason@fultonjayfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1ex8YAA,False,,24188852,003G0000018f7LYIAY,0010A000002wPREQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Can't upload documents in workspace INC1924003,Medium,"**DDS Dec2**
LONGQUAN LIU
F1583
james.liu@jmsjayfinancial.com

Advisor is not able to submit their documents through workspace. Called assist line, shared a screenshot of their screen and issue has been escalated to the 2nd level support.",False,,False,False,005OH00000BFiyTYAT,2025-12-02T13:40:31.000+0000,005OH00000BFiyTYAT,2025-12-02T13:59:33.000+0000,005OH00000BFiyTYAT,2025-12-02T13:59:33.000+0000,(416)567-3552,(416) 567-3552,james.liu@jmsjayfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1f6pYAA,False,,24190111,003G0000018f7IlIAI,0010A000002wPO1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 2nd, 2025 ***
Authenticated with rotation 2, then verified all info was correct when signing in and it worked for them. Successful signin.
===============
Good morning Vicky,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call, I helped you verify the correct combination of information to log in and you ended up logging in successfully.

If you have any questions, don’t hesitate to reach out and we will gladly assist.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-02T14:27:25.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T14:17:41.000+0000,005OH00000AbJ7aYAF,2025-12-02T14:28:06.000+0000,005OH00000AbJ7aYAF,2025-12-02T14:28:06.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1g6CYAQ,False,,24192506,0030A00000CSdKsQAL,0010A00000D3biDQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- FasatWeb,Medium,"User is receiving an error message when clicking on FasatWeb, indicating the URL is not available. 
Troubleshoot- DDS SharePoint (clear cookies and cache) 

Email: stephen@lafc.ca 

******************************************************
Good morning, Stephen 

Thank you for contacting the Workspace Support Team, it was great speaking with you today with going into FasatWeb!
 
I'm glad I was able to assist you with troubleshooting by clearing your cookies and cache, so you can access FasatWeb. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T15:12:15.000+0000,False,False,005OH00000BG5v4YAD,2025-12-02T15:05:45.000+0000,005OH00000BG5v4YAD,2025-12-02T15:13:48.000+0000,005OH00000BG5v4YAD,2025-12-02T15:13:48.000+0000,(613)342-3905,(613) 803-2245,stephen@lafc.ca,(613)865-8484,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1gJ3YAI,False,,24192256,003G0000018f716IAA,0010A000002wP4RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Preferences for NBN site, error message on website",Medium,"***DDS*** 12/10/25
Name: Tomas Yachmenev
Phone:
Agent code: W5129
Reference:KB0021631 

Hello Patrick, 

For question about one or more of the below in Simple Protect or New Business Web App: 
•	how to do something
•	Why they need to provide something
•	who to contact about something Simple Protect related
•	training inquiries
•	how to questions

Please contact your RSA for wealth: Alexandra Neff alexandra.neff@canadalife.com 
 
Or 

RSR for Insurance: Bradley Manning  bradley.manning@canadalife.com 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 9, 2025 9:12 AM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: 24192256 - RE: Preferences for NBN site, error message on website

Hi Patrick,

Since NBN portal is not accessible through Workspace as well as our team does not have access to Workspace screen, our team is unable to assist on Workspace navigation questions. 

@Workspace Support – Hi team, we are in progress of merging the profile for Tomas Yachmenev, however Patrick would like to know the proper steps to complete the delegation access on NBN portal. Can you please assist on this?

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com



***DDS*** 12/01/25
Name: Tomas Yachmenev
Phone: 
Agent code: W5129
Reference:

Hello DM, 

Is it possible to merge Advisor Tomas Yachmenev’s two Advisor Solutions accounts in Siebel together?   They both have an MA and an Advisor account and the MA account is not active.   The email in Siebel for both accounts is the same. tomas@mwfg.ca

Advisor Account: 003OH000005cBfXYAU
Activation ID: 1-1ETM69W
User ID: tomasyachmenev@clext

MA account: 0035o0000071WAmAAM
Activation ID:  1-1ER97H6
User ID: tyachmenev@clext


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: December 1, 2025 2:09 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Preferences for NBN site, error message on website

Thank you, it’s the steps they need to follow for delegation I’m looking for, and that’s where I received the error messages on the site when I tried to retrieve the delegation process.

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 1, 2025 2:03 PM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Preferences for NBN site, error message on website

Hi Patrick,

Since New Business WebApp is now accessible through Workspace, delegates should be able to access to the advisor’s information on New Business platform once the advisor completes the delegation process on Workspace. 

@Workspace Support – Hi team, could you please review the below email threads and advise if there is anything missed regarding the connection between New Business platform and Workspace access? 

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: November-28-25 01:52 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Preferences for NBN site, error message on website

Thank you. The main issue was for his new business now delegate access, hence why I was looking for the preference document that would show them how to properly provide the delegate access on the NBN platform. Please advise.

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 28, 2025 1:44 PM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Preferences for NBN site, error message on website

Hi Patrick,

We have reviewed our system and noticed that Tomas has two profiles set up with us. While he has a sub-advisor profile, there is another profile set up as a delegate to access to Kirk Wrinn for Workspace only. 

Under Tomas’s support profile, he is already granted for a firm level access to Moore Wrinn Financial Grp Inc (W5129), thus he should already be able to access to Krik’s information on his Workspace access linked to his user ID – TYACHMENEV.

However, please note that Kirk needs to go into his Workspace access and completes the delegation process for Tomas to see his codes if he hasn’t completed this. If they have further question, please have them reach out to our Workspace support team for further assist. 

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: November-28-25 09:30 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Preferences for NBN site, error message on website

Hello,

This is what the firm provided me with:

Advisor Tomas Yachmenev has a Special Relationship set-up with Advisor Kirk Wrinn where he can access all his clients.  He needs access to Kirk’s New Business for the following advisor codes:  W5788, W5792, W5793 & F7853.  Can you please advise us how to proceed?  
 
 


Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 26, 2025 8:51 PM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Preferences for NBN site, error message on website

Hi Patrick.

We have 3 profiles for Tomas Yachmenev on our system.

1.	ADSL advisor
2.	ADSL delegate
3.	MGA advisor

Which channel is this referring to?

Can you provide a screenshot of the issue from New Business Now application

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: November 25, 2025 2:33 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Preferences for NBN site, error message on website

Hello,

This is the individual they need help with: Tomas Yachmenev

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 25, 2025 1:23 PM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Preferences for NBN site, error message on website

Hi Patrick.

What is the name of the admin. I would like to review their access.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: November 25, 2025 6:39 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Preferences for NBN site, error message on website

Thank you, however it’s how to perform the actual delegation function to their admins. The firm, the admin already had the TPA completed, but it’s setting them up to view and access New Business Now.

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 24, 2025 7:02 PM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Subject: RE: Preferences for NBN site, error message on website

Hi Patrick.

Attached is the Advisor Preferences documentations. Is this what you are looking for?

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: November 20, 2025 4:51 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: Preferences for NBN site, error message on website

Hello,

I’m trying to find the steps for delegation in New Business Now to send to an advisor, and when I click on the link from the advisor content hub for the advisor preferences, I get an error message.

 

I was trying to access the preferences from this document:  New Business WebApp overview guide
 

Please advise.

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com",True,2025-12-02T15:01:52.000+0000,False,False,005OH00000BGeeHYAT,2025-12-02T15:01:52.000+0000,005OH00000BGeeHYAT,2025-12-10T13:48:01.000+0000,005OH00000BGeeHYAT,2025-12-10T13:48:01.000+0000,(613)224-8452,(613) 889-8452,kirkwrinn@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1h8hYAA,False,,24193677,003G0000018f6tdIAA,0010A000002wOvMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,IC Cannot Click on Payment Method,Medium,"•	Reason for call: IC cannot click on payment method
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: Logmein together
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Assist Line

User completed the following steps together: 
Order Express
Client Name 
Redemption 
Sell a fUnd 
Puts dollar amount 
Payment Method 

And cannot select a payment method. 
================================
Hello Huu Tai, 

Thank you for contacting Workspace Support. We are actively working to try and resolve the issue of there being no options to select under Payment Method in the Investment Centre application. 

We will be in touch as soon as we have a solution. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-02-04T19:46:01.000+0000,False,False,005OH00000BFQFGYA5,2025-12-02T15:25:33.000+0000,005OH00000BFQFGYA5,2026-02-04T19:46:01.000+0000,005OH00000BFQFGYA5,2026-02-04T19:46:01.000+0000,(514)931-4242,(514) 603-9577,huutai.le@huutaifinservices.com,(514)931-3971,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1i6JYAQ,False,,24189543,003G0000018f7iwIAA,0010A000002wPpKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Upload documents,Medium,"*****dds**** 12/02/2025
User was experiencing issues uploading dcuments on workspace. DDS did a clear cookies and cache but issue was still not fixed.


******email chain******
Hello Erin, 

     It was a pleasure assisting you today, the upload documents is a known issue and after clearing cookies and cache the issue still wasn’t resolved. So, you were transferred to 2nd level for assistance. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T14:21:02.000+0000,False,False,005OH00000BFQFHYA5,2025-12-02T14:03:30.000+0000,005OH00000BFQFHYA5,2025-12-02T14:21:02.000+0000,005OH00000BFQFHYA5,2025-12-02T14:21:02.000+0000,(709) 722-8060,(709) 746-0339,carson.thistle@thistlefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1iaxYAA,False,,24191026,0030A0000029lE6QAI,0010A000002w8POQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,C/O Address Change updates not reflecting on workspace - INC1933328,Medium,"****DDS****January 2, 2026

Tax province has been updated to BC
==========================================================================================

****DDS****December 12, 2025
Client Services has confirmed that they processed the address change to on 27-Nov-2025 for the following Unitrax Policy numbers (Husband & Wife & Individual accounts) which have still not reflected on Workspace.  

Address should be: c/o 173 Muirfield BLVD Lyalta, AB T0J1Y1 

Donna Black:
•	110272270 - NON-REG
•	141112698 - NON-REG (FREEDOM FUNDS)
•	310147177 - NON-REG
•	110134393 - RRIF 

Donna & Donald Black:
310151473 – Joint Non-Reg

Donald Black:
310151473 – Non-Reg

Investment Center Client ID's are:
•	#674669834
•	#517942420
•	#517928138


PS: Tax province is the remain BC. 
=======================================================================================
****DDS****December 8, 2025

***DDS*** 12/08/25
Name: Kimberly Evans                    
Phone: 
Agent code: F0159

=============================================================================

****Email Chain****

Hello Kim,

As requested, we have updated your clients’ tax province to reflect British Colombia.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 18, 2025 11:41 AM
To: Evans, Kim <kim@springleaf.ca>
Subject: RE: INC1933328 - RE: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 

Hello Kim,

Thank you for following up on this issue. Our digital partners will continue work on this issue. I will reach out again as soon as I have more information.

In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kim Evans <Kim@springleaf.ca> 
Sent: December 18, 2025 10:53 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: INC1933328 - RE: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
Importance: High

Samantha, WS says to wait 1 - 2 business days, still not changed over to BC and you do realize this has been requested dover the past 2 years. . . what is WS doing?? I have asked this to be excalated, people tell me it has been, yet we no results???
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Samantha, WS says to wait 1 - 2 business days, still not changed over to BC and you do realize this has been requested dover the past 2 years...what is WS doing??

I have asked this to be excalated, people tell me it has been, yet we no results???

Kimberley Evans
Executive Assistant
Springleaf Financial Group Inc.
Landmark V, Suite 410-1620 Dickson Ave | Kelowna, BC | V1Y 9Y2
Tel: (250) 718-7232 Ext 102  | Fax (236) 420-1180
kim@springleaf.ca
 
 
 
 
The contents of this communication, including any attachments(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
Freedom 55 Financial is now a division of The Canada Life Assurance Company. This change doesn’t affect contracts or policies you may have with us. Learn more at canadalife.com/onecompany or give me a call. All references to London Life in any communications, materials or forms (including any attachments to this email) refer to The Canada Life Assurance Company.
 



________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: December 15, 2025 1:29 PM
To: Kim Evans <Kim@springleaf.ca>
Subject: RE: INC1933328 - RE: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
 
Hello Kim,
 
We have made an update to the tax province,. Please allow 1-2 business days for this update to reflect in Workspace.
 
If there is anything else we can assist you with, please do not hesitate to reach out. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Kim Evans <Kim@springleaf.ca> 
Sent: December 15, 2025 10:43 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: INC1933328 - RE: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
Importance: High
 
Morning Samantha, So as of this morning we have one of their JT Accounts now showing BC TAX, #310151473, The other 2 Accounts are still showing AB TAX??? https: //workspace. canadalife. com/workspace/s/account/0010A00000BDN3gQAH/mrs-donna-m-black-mr-donald-black?tabset-e459e=3
Morning Samantha,
 
So as of this morning we have one of their JT Accounts now showing BC TAX, #310151473, 
 
The other 2 Accounts are still showing AB TAX???
https://workspace.canadalife.com/workspace/s/account/0010A00000BDN3gQAH/mrs-donna-m-black-mr-donald-black?tabset-e459e=3
https://workspace.canadalife.com/workspace/s/account/0010A00000BDTb6QAH/mrs-donna-m-black-mr-donald-w-black
 
 
Thanks Kim
Kimberley Evans
Executive Assistant
Springleaf Financial Group Inc.
Landmark V, Suite 410-1620 Dickson Ave | Kelowna, BC | V1Y 9Y2
Tel: (250) 718-7232 Ext 102  | Fax (236) 420-1180
kim@springleaf.ca
 
 
 
 
The contents of this communication, including any attachments(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
Freedom 55 Financial is now a division of The Canada Life Assurance Company. This change doesn’t affect contracts or policies you may have with us. Learn more at canadalife.com/onecompany or give me a call. All references to London Life in any communications, materials or forms (including any attachments to this email) refer to The Canada Life Assurance Company.
 
 
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: December 12, 2025 9:48 AM
To: Kim Evans <Kim@springleaf.ca>
Subject: RE: INC1933328 - RE: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
 
Hello Kim,
 
We are currently reviewing this issue where the tax province appears incorrectly. As soon as we have more information, we will follow-up with you.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
 
View what's new on Workspace 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Kim Evans <Kim@springleaf.ca> 
Sent: December 12, 2025 10:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: INC1933328 - RE: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
 
Yes please do as this has been an ongoing struggel for 2 years and still not fixed. Our clients can not be under AB tax, which is still what WS shows, they live in BC and all mail goes to AB POA. thanks Kimberley Evans Executive Assistant Springleaf
Yes please do as this has been an ongoing struggel for 2 years and still not fixed. Our clients can not be under AB tax, which is still what WS shows, they live in BC and all mail goes to AB POA.
 
thanks
 
Kimberley Evans
Executive Assistant
Springleaf Financial Group Inc.
Landmark V, Suite 410-1620 Dickson Ave | Kelowna, BC | V1Y 9Y2
Tel: (250) 718-7232 Ext 102  | Fax (236) 420-1180
kim@springleaf.ca
 
 
 
 
The contents of this communication, including any attachments(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
Freedom 55 Financial is now a division of The Canada Life Assurance Company. This change doesn’t affect contracts or policies you may have with us. Learn more at canadalife.com/onecompany or give me a call. All references to London Life in any communications, materials or forms (including any attachments to this email) refer to The Canada Life Assurance Company.
 
 
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: December 12, 2025 7:28 AM
To: Kim Evans <Kim@springleaf.ca>
Subject: RE: INC1933328 - RE: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
 
Hello Kim,
 
I don't have the ability to share that information as Workspace is overseen by a governing body, but I'm happy to pass along feedback that will reach the right people.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Kim Evans <Kim@springleaf.ca> 
Sent: December 11, 2025 4:39 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: INC1933328 - RE: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
 
Samantha, Can I get the phone number for the person who is the head of Workspace please, this is urgent. Thank youy Kimberley Evans Executive Assistant Springleaf Financial Group Inc. Landmark V, Suite 410-1620 Dickson Ave | Kelowna, BC | V1Y
Samantha, Can I get the phone number for the person who is the head of Workspace please, this is urgent. Thank youy
 
Kimberley Evans
Executive Assistant
Springleaf Financial Group Inc.
Landmark V, Suite 410-1620 Dickson Ave | Kelowna, BC | V1Y 9Y2
Tel: (250) 718-7232 Ext 102  | Fax (236) 420-1180
kim@springleaf.ca
 
 
 
 
The contents of this communication, including any attachments(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
Freedom 55 Financial is now a division of The Canada Life Assurance Company. This change doesn’t affect contracts or policies you may have with us. Learn more at canadalife.com/onecompany or give me a call. All references to London Life in any communications, materials or forms (including any attachments to this email) refer to The Canada Life Assurance Company.
 
 
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: December 11, 2025 10:35 AM
To: Kim Evans <Kim@springleaf.ca>
Subject: RE: INC1933328 - RE: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
 
Hello Kim,
 
As requested, we have made an update to your clients’ address listed on this email chain. You can sign into Workspace at anytime to view.
 
If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 9:44 AM
To: Evans, Kim <kim@springleaf.ca>
Subject: INC1933328 - RE: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
 
Hello Kim,
 
We have gone ahead and escalated this address update to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com
 
View what's new on Workspace
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Kim Evans <Kim@springleaf.ca> 
Sent: December 8, 2025 3:36 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
 
Hey Vinh, What's going on and why are you sending this email to me, can't you fix this?? As you are aware the ASR sent this request originally to you and you and I have been trying to fix this. . . I asked you to escalate. . . please inform if you
Hey Vinh,
 
What's going on and why are you sending this email to me, can't you fix this?? As you are aware the ASR sent this request originally to you and you and I have been trying to fix this...I asked you to escalate...please inform if you can't fix this whom I should talk to this is getting ridiculous!!
 
Kimberley Evans
Executive Assistant
Springleaf Financial Group Inc.
Landmark V, Suite 410-1620 Dickson Ave | Kelowna, BC | V1Y 9Y2
Tel: (250) 718-7232 Ext 102  | Fax (236) 420-1180
kim@springleaf.ca
 
 
 
 
The contents of this communication, including any attachments(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
Freedom 55 Financial is now a division of The Canada Life Assurance Company. This change doesn’t affect contracts or policies you may have with us. Learn more at canadalife.com/onecompany or give me a call. All references to London Life in any communications, materials or forms (including any attachments to this email) refer to The Canada Life Assurance Company.
 
 
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: December 8, 2025 1:03 PM
To: Kim Evans <Kim@springleaf.ca>
Subject: 24191026 - RE: URGENT- Donna & Donald Black (Individual & Joint accounts) - C/O Address Change updates not reflecting on workspace 
 
Hello Kim,
 
It was brought to our attention that you would like the address on your clients’ products to be different from their contact/mailing address including Province of Tax.
 
Unfortunately, product address and mailing address where statements and information are sent to is the same. The old field to update ""contact address"" no longer exists and was just for your own record in Workspace. This feature has been removed with the CRM decommission.
 
To update your clients’ address, please reach out to the Advisor Support centre at 1-888-252-1847 for assistance.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
 
 
Regards, 
 
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 

I noticed on one of their Joint accounts is shows TAX Alberta, which is wrong, it sb BC, please get this correct",True,2025-12-02T18:28:38.000+0000,False,False,005OH000002iN7pYAE,2025-12-02T14:37:44.000+0000,005OH00000BGeeHYAT,2026-01-02T15:45:19.000+0000,005OH000002iN7pYAE,2026-01-02T15:45:19.000+0000,(250)718-7232X105,,roberta@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1jqNYAQ,False,,24191556,003G000001NrTLPIA3,0010A000002wSZOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-registration - INC1924269,Medium,"*** DD S02DEC2025 ***
INC1924269 submitted, TAM correction completed, user can complete registration

user reach out she has difficulty to complete her workpsace registration her, it is asking for advisor code.
escalating to sl leader.
KB0020560  -she has not yet complete her registration.
KB0020556-she has the wrong group setting on isam.
email====

Bonjour Alana,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis d’enregistrement, J'ai vraiment apprécié notre échange.

lors de notre appel, nous avons remarqué que votre paramètre utilisateur est correct, donc vous êtes invité à entrer le code du conseiller lorsque vous essayez de vous inscrire.

Nous avons transmis ce problème à notre équipe de deuxième niveau et reviendrons vers nous dès que nous en saurons plus plus pour comprendre les prochaines étapes.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
==============
Bonjour Alana,

Vos accès ont été corrigés sur notre système,
Nous pouvons maintenant procéder à l’étape de l’enregistrement.

Pour la deuxième étape Vous aurez besoin des éléments suivants avant de commencer :
    Votre ID utilisateur
    Votre identifiant utilisateur Mot de passe

Suivre la procédure ci-dessous
 Register. En suivant les étapes ci-après :
 Étape 1 : Cliquez sur le lien https://lifeco.my.site.com/workspace/s/login/SelfRegister
Étape 2 : Saisissez votre identifiant RepNet et votre mot de passe.
Étape 4 : Saisissez votre prénom et votre nom, ainsi qu'une adresse électronique et un mot de passe.
Étape 5 : Cliquez sur Suivant pour accéder à la page suivante.
 
Lisez et acceptez les conditions d'utilisation.
Étape 6 : Un courriel de vérification sera envoyé à l'adresse électronique que vous avez saisie à l'étape précédente.
Étape 7 : Vérifiez le comptecourriel en cliquant sur Vérifier maintenant.
 Votre  sera activé une fois le courriel vérifié.
 Pour vous connecter à Workspace, cliquez sur ce lien https://espaceaffaires.canadavie.com",True,2025-12-02T15:39:31.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-02T14:48:33.000+0000,005OH00000AZ3ZxYAL,2025-12-02T19:54:56.000+0000,005OH00000AZ3ZxYAL,2025-12-02T19:54:56.000+0000,(514)823-4108,(450) 512-4108,sarah.thibodeau@cabinetsfst.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1lsBYAQ,False,,24191329,0030A0000029cZyQAI,0010A000002w1GEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"A support staff is trying to upload documents within workspace as they're experiencing hardships due to an outage.

****************
Hi Kathi , thank you for contacting the workspace support today.
To recap our call, we confirmed there is a widespread issue on the uploading documents within workspace, I did pass along your suggestion, and it has been confirmed a banner will be going up allowing users to be aware of the issue. We’re hoping to have it restored soon.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T14:53:17.000+0000,False,False,005OH00000BFQFCYA5,2025-12-02T14:43:45.000+0000,005OH00000BFQFCYA5,2025-12-02T14:56:29.000+0000,005OH00000BFQFCYA5,2025-12-02T14:56:29.000+0000,(905)480-0344,,isaac.lazar@lazarwealth.com,(905)480-0328,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1m55YAA,False,,24191904,0030A0000029nfRQAQ,0010A000002wAVHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1285 Can't access Workspace,Medium,"Caller Name: JULIA TCHORYK
Advisor or support staff: Advisor 
Advisor Code: 68923
Advisor Name: JULIA TCHORYK	
Phone: (416) 937-0151
Email: julia.tchoryk@bcuinsurance.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: YES. LAST LOGIN TO WORKSPACE, SHE NOTED AROUND OCT 20, SF SHOWS OCT 24
Issue: Can't access Workspace/Can't access/tried the password re-set. ERR-W1285

FINDINGS: ERR-W1285, KB0020563

RESOLUTION: AS PER KB, Validated users full name and Compensation Code. ALSO VALIDATED DEC ROTATIONQUESTIONS 
Did a logmein session, guided as per the kb.
re-set password, had her also change her userid password
had her sign out/in again to test. 


--------------------------------------***DDS  12/02/2025***--------------------------
Hello Julia,

Thank you for contacting Workspace Support today regarding not being able to access Workspace today.

It was determined you were receiving ERR-W1285 which indicated your account was locked. 

I’m glad I was able to help you now access Workspace.

To recap, during our LogMeIn session, we completed verification and unlocked the account; you were then able to sign into workspace.

We had you sign out/in again to test with success.

We also had you update your repnet/user id password for juliatchoryk.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T15:18:45.000+0000,False,False,005OH00000AUS7aYAH,2025-12-02T14:54:48.000+0000,005OH00000AUS7aYAH,2025-12-02T15:18:45.000+0000,005OH00000AUS7aYAH,2025-12-02T15:18:45.000+0000,(416)763-8902,(416) 937-0151,julia.tchoryk@bcuinsurance.com,(416)763-8901,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1nluYAA,False,,24190249,0031600002OKyhLAAT,0010A000002wNkHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-document error,Medium,"user called he is enable to submit document on workspace,
escalated to sl-INC1924102 

Email==========
Bonjour Patrick,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis avec soumettre des document sur l’espace d’affaire, J'ai vraiment apprécié notre échange.

Il y a actuellement un problème connu sur ce code d’erreur,
notre équipe travaille à approfondir cette enquête et nous contacterons dès que nous en saurons plus.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T14:41:57.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-02T14:20:53.000+0000,005OH00000AZ3ZxYAL,2025-12-02T14:41:57.000+0000,005OH00000AZ3ZxYAL,2025-12-02T14:41:57.000+0000,(819)443-1671,(819) 443-1671,patrick.toupin@evolutionsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1oLQYAY,False,,24194928,003G0000018f74wIAA,0010A000002wP8GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,client signature issue - iPad,Medium,"Advised to have the client sign on a computer and use chrome when completing the process. Client signed successfully.

Application ID: 60922466-5

===Email Chain===

Good morning Gavin,

It was a pleasure speaking with you this morning regarding the signature issue your client is experiencing.

During our call it was identified that your client was signing on an iPad which is known to have issues with applications. Especially if they’re using Safari and not Google Chrome. If possible, please have your client open the link on a computer and complete the verification process. If the computer is a Mac, please ensure they copy and paste the link in google chrome. They must also copy and past their last name so it’s entered with the correct apostrophe type as what’s entered in the application. Please confirm if your client is able to complete this process following these steps. You should see the application status showing as completed on the Simple Protect dashboard after they’ve successfully signed the application.

Application ID: 60922466-5

Link: https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=1501c422-9a59-4763-af5d-8471cef69c45

Expected data
Last name: D'Souza
Postal Code: L5N7E4
Date of Birth: April 16th, 1966

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas",True,2025-12-05T20:33:57.000+0000,False,False,0050A000000qsPeQAI,2025-12-02T15:44:42.000+0000,0050A000000qsPeQAI,2025-12-05T20:33:57.000+0000,0050A000000qsPeQAI,2025-12-05T20:33:57.000+0000,(905)276-1177,(905) 609-4455,gavin@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1owUYAQ,False,,24190221,003G0000018f74wIAA,0010A000002wP8GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Application,Medium,"User indicating that an application is completed and signed by the client but is still showing as incomplete in New Business Webapp. 
Client confirmed it was signed and got acknowledgment it was completed on Nov. 27. 

Code: F3497
Email: gavin@affinityadvisory.ca
Application: 60922466-5

***********************************************************


From: Gavin Jansen <Gavin@affinityadvisory.ca> 
Sent: December 2, 2025 9:58 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace Support C24190221- Application 

Thanks a lot Antia. Much appreciated. Kind regards, Gavin Get Outlook for Android From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Tuesday, December 2, 2025 9: 54: 03 AM To: Gavin Jansen <Gavin@ affinityadvisory. ca> Subject: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thanks a lot Antia.
Much appreciated. 
Kind regards, 
Gavin 

Get Outlook for Android
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Tuesday, December 2, 2025 9:54:03 AM
To: Gavin Jansen <Gavin@affinityadvisory.ca>
Subject: Workspace Support C24190221- Application 
 
Good morning, Gavin 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Simple Protect application!
 
My apologies about the delay, the issue of the application status is being escalated and as soon as we get an update, we will reach out to you as soon as possible. Thank you for your patience! I have also requested for a supervisor to give you a call back regarding this issue. 
 
If you have any questions or need further assistance, we’re here to help. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T14:58:42.000+0000,False,False,005OH00000BG5v4YAD,2025-12-02T14:20:28.000+0000,005OH00000BG5v4YAD,2025-12-02T14:59:33.000+0000,005OH00000BG5v4YAD,2025-12-02T14:59:33.000+0000,(905)276-1177,(905) 609-4455,gavin@affinityadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1rcfYAA,False,,24193609,0030A000009R9NwQAK,0010A00000ATpL8QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,FASAT login issue,Medium,"Dillon Fisher	
ll39104

Advisor was not able to access FASAT through workspace account. they were getting error message ""unfortunately this website is not available"" . They shared their screen with me. cleared cache and cookies. open the browser again and then this resolve the  issue.

Hello Dillion, 

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, we discussed about the login issue for FASAT through workspace. You shared your screen with me and then we clear cache and cookies. You close the browser and then open it again. This resolve the issue, and you were able to login.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T15:35:33.000+0000,False,False,005OH00000BFiyTYAT,2025-12-02T15:24:27.000+0000,005OH00000BFiyTYAT,2025-12-02T15:35:47.000+0000,005OH00000BFiyTYAT,2025-12-02T15:35:47.000+0000,(306)519-2811,(306) 540-8732,dillon@bradywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1reFYAQ,False,,24192368,003G0000018f6q3IAA,0010A000002wOrmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor calling about the Workspace submit document outage.
**************
Hi  Weixing , thank you for contacting the workspace support today.

To recap our call, I did confirm there is a known issue within workspace when it comes to the submit documents option. We are working on letting all users know by putting up a banner on workspace. I do apologize for the inconvenience.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T15:09:17.000+0000,False,False,005OH00000BFQFCYA5,2025-12-02T15:03:39.000+0000,005OH00000BFQFCYA5,2025-12-02T15:12:46.000+0000,005OH00000BFQFCYA5,2025-12-02T15:12:46.000+0000,(416)575-6728,(416) 575-6728,weixing.jing@fortunewellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1uU3YAI,False,,24192260,0030A0000029UiWQAU,0010A000002vumsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cannot login to WS,Medium,"•	Reason for call: Can't login to WS
Authentication: Yes/No, which rotation: Yes, Dec rotation
•	Troubleshooting steps completed: Had user select MGA instead of ADSL
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0020560  

=================================
Hello Dorothy, 

Thank you for contacting Workspace Support. It was our pleasure in helping you regain access to your Workspace account. 

Your voice matters. Let us know what you thought about the quality of service by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T15:10:34.000+0000,False,False,005OH00000BFQFGYA5,2025-12-02T15:01:54.000+0000,005OH00000BFQFGYA5,2025-12-02T15:10:35.000+0000,005OH00000BFQFGYA5,2025-12-02T15:10:35.000+0000,(416)561-2418,,dorwan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1ugwYAA,False,,24191143,0030A0000029Zj2QAE,0010A000002vyxuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 2nd, 2025 ***
Authenticated with rotation 2. Helped user disconnect and reconnect MFA through SF Auth. Sign in successful.
============
Good morning Yunfang,

It was a pleasure speaking with you today to help you sign in to your Workspace account.

During our call I disconnected the Authenticator and helped you connect the Salesforce Authenticator. In the end you were able to sign in successfully.

I’m glad I was able to assist you today connecting to the Salesforce Authenticator. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T15:01:04.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T14:40:17.000+0000,005OH00000AbJ7aYAF,2025-12-02T15:01:04.000+0000,005OH00000AbJ7aYAF,2025-12-02T15:01:04.000+0000,(416)850-4528,(647) 787-5168,rainie568@gmail.com,(905)479-2943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1vErYAI,False,,24194032,0030A0000029cKfQAI,0010A000002w16rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided

**EMAIL**

Hi Philip,

As mentioned in my previous email, please see below for your password-protected Excel file:
ED4CKCMDUX

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Philip,

Please find the attached file of the requested 21863 Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file. Please note this Excel file has been filtered to show Product Kinds: Term and Critical Illness. To view other Product Kinds, please select the drop-down box at Column K.

Kindly note our team would require additional information to validate your access to the requested GWL code. Please let us know the GWL code, Contract Type, Branch Align To/Code and the Advisor Agreement  Group ID (U-Code) associated to it.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



Good morning Jordy,

I have reached out to philip.poitras@igpwm.ca regarding this matter and have filtered the report to show Term and Critical Illness Product Kind. 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Harness, Jordy <Jordy.Harness@canadalife.com> 
Sent: December 1, 2025 1:46 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: LB Inforce Reports - Poitras /Case24153508

Good afternoon, 

Yes, please proceed to sent to Phil directly. He is looking for term conversion opportunities within this block, so if you’re able to help filter, that would be appreciated. 

Thank you, 
Jordy Harness, BBA (Hons.), CFP®, CHS™ (she/her)
Advanced Planning Strategist, Living Benefits
Product Solutions Centre, GTA
The Canada Life Assurance Company 
905-721-3434

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 1, 2025 10:15 AM
To: Harness, Jordy <Jordy.Harness@canadalife.com>
Subject: RE: LB Inforce Reports - Poitras /Case24153508

Good morning Jordy,

Our team provide client listings report to external (field) users only due to security protocols and client sensitive data. Please let us know if you would like us to proceed with this request.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Bayer, Martin <Marty.Bayer@canadalife.com> 
Sent: November 27, 2025 3:26 PM
To: Harness, Jordy <Jordy.Harness@canadalife.com>; BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: LB Inforce Reports - Poitras

Hi Jordy,

I’m well, hope you are too! I have a new role and am no longer part of the LB team.

I’ve been told that policy listing request such as these can now be sent to businessreporting@canadalife.com going forward.

Thanks,


Martin Bayer BA, ALMI, ACS, AIRC
Resource Management Analyst
Canada Operations – Insurance Solutions
100 Osborne St N, Winnipeg MB R3C 1V3
Telephone: (204) 946-8893;  Toll Free/Sans frais: (844) 354-6812

 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com     Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Harness, Jordy <Jordy.Harness@canadalife.com> 
Sent: November 27, 2025 9:52 AM
To: Bayer, Martin <Marty.Bayer@canadalife.com>
Subject: LB Inforce Reports - Poitras

Good morning Marty, 

I hope you’re well. 

Are you still our contact for inforce LB reporting? If not, could you please connect me to the right individual?

I’m looking for all inforce LB and Life GWL policies under 721755 and CL under 21863. If you can only provide LB, that’s great and I can make a separate request for Life. 

Thanks!

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.

Jordy Harness, BBA (Hons.), CFP®, CHS (she/her)
Advanced Planning Strategist, Living Benefits  |  Product Solutions Centre, GTA 
jordy.harness@canadalife.com  |  905-721-3434

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-02T15:31:22.000+0000,False,False,005OH0000071DK9YAM,2025-12-02T15:31:22.000+0000,005OH0000071DK9YAM,2025-12-02T15:31:23.000+0000,005OH0000071DK9YAM,2025-12-02T15:31:23.000+0000,(705)876-1282,(905) 391-2149,philip.poitras@igpwm.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1wcJYAQ,False,,24192838,0030A0000029VjfQAE,0010A000002vvbjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Commission Statement:,Medium,"*****DDS**** 12/02/2025

User called to get assistance with commission statements for the firm. Directed user on how to access it. Also provided guidance on how to get set up for workspace. 


****email chain****8

Hello John, 

    It was a pleasure assisting you today. For the commission statements, since you do not have access to workspace, you will need to reach out to  contracts&compensation@canadalife.com to get the commission statement or guidance on how to get it. To get access to workspace for yourself, you can have an Advisor fill the TPA form  https://www.acp.canadalife.com/content/dam/advisors/secure/documents/compensation/en_ca/mga-na/third-party-access-form.pdf and send to distribution methodology as indicated on the form. To get David set up for workspace, you will need to reach out to Distribution_methodology@canadalife.com to get the registration letter, which provides instructions on how to register. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T15:48:57.000+0000,False,False,005OH00000BFQFHYA5,2025-12-02T15:11:33.000+0000,005OH00000BFQFHYA5,2025-12-02T15:48:57.000+0000,005OH00000BFQFHYA5,2025-12-02T15:48:57.000+0000,(613)592-2422,,dave@panoramawealth.ca,(613)592-0597,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h1yshYAA,False,,24197516,003G0000018f7TqIAI,0010A000002wPaQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Clients address incorrect,Medium,"Caller Name: ZACH DZIEKAN
Advisor or support staff: Advisor support
Advisor Code: 37227
Advisor Name: NICOLAS ANSTIS	
Phone: 613-369-5505
Email: zach@fhpartners.ca	
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Checking client on Workspace, General client details page, address
screenshots attached to the ticket.
On the Client details page the address page shows the incorrect address--1911 Ramsay concession 1 Almonte , ON, K0A 1A0
but then viewing each policy individually has the correct address. Correct address: 1911 Ramsay concession 11 A Almonte , ON, K0A 1A0

FINDINGS: HE CALLED insurance and seg funds dept AND HAD THE ADDRESS UPDATED EARLIER, ADIVSED HIM TO ALLOW UPTO 48HRS.
CLIENT IS LINDSEY LAMBDEN

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH0000028ivZYAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000741b0YAA%26cntc%3D003OH00000741b0YAA%26id%3D005OH0000028ivZYAQ

MORE INFO/FINDINGS SINCE I LAST SPOKE TO ZACH.

Products associated with 1911 RAMSAY CONCESSION 1 ALMONTE, ON K0A 1A0
6008224-4 GWL SEG FUND AND F565355340 MUTUAL FUNDS ARE STILL SEEN WITH THE INCORRECT/PARTIAL ADDRESS ON THE CLIENT DETAILS PAGE
BUT WHEN WE DIG INTO THE ACTUAL POLICIES, THEY SHOW OWNERS MAILING ADDRESS AS 1911 Ramsay Concession 11a Almonte ON K0A 1A0

--------------------------------------***DDS  12/02/2025***--------------------------
RESOLUTION FOR ANITA: 
CALLED ASSIST DESK/SPOKE TO KEVIN AND HE WILL RAISE AN INC TICKET. LEAVING IT AS OPENED AND ASSIGNING TO KEVIN. HE WILL TAKE OVER/UPDATE THE ADVISOR AS WELL. 

--------------------------------------***DDS  12/02/2025***--------------------------
Hello Zach,

Thanks for the details. 

To confirm, when you called in and spoke to the teams that handle the Seg and Mutual funds, did they also update the address/shorten the “concession” to fit as the insurance team did for you? 1911 RAMSAY CON 11A ALMONTE, ON K0A 1A0.

Since we last spoke, I can see some changes are now reflected in Workspace for the insurance products, screenshot below and so the Seg/Mutual Funds team may also need to do the same. If they did, it may simply be a timing issue and will update within the next 24-48hrs. Let us know, thanks.
 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/02/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/02/2025***--------------------------

Hi Anita,

I can see that on workspace the address for the insurance products has updated correctly to 1911 RAMSAY CON 11A ALMONTE, ON K0A 1A0. 

I can also see that individually the RESP (verified on investment centre) and the Seg TFSA (verified on workspace) are associated with that address. 

However, it is still the case that on the “Client details” page, the Seg fund and RESP Mutual fund are grouped under the wrong address, 1911 RAMSAY CONCESSION 1 ALMONTE, ON K0A 1A0.

I’ll leave it with you for now.

Let me know if you need anything from me.

Thanks,


--------------------------------------***DDS  12/02/2025***--------------------------
Hello Zach,

It was a pleasure speaking to you. 

As discussed on our call, you just had the address updated and will allow upto 48hrs for the changes to be reflected.

I’ll also monitor this and update you further as well, thanks for your patience.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-11T14:39:23.000+0000,False,False,005OH000001yNnaYAE,2025-12-02T16:20:49.000+0000,005OH00000AUS7aYAH,2025-12-11T14:39:23.000+0000,005OH000001yNnaYAE,2025-12-11T14:39:23.000+0000,(613)369-5505,(819) 230-6425,nanstis@fhpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h21ViYAI,False,,24198671,0031600002BSBU9AAP,0010A000002wN6WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration,Medium,"KB0020858 - ISAM reset (user is unsure of password) - rotation 2 
Updated temporary password for Repnet - successfully signed into Product Illustration 

Email: charlie.mccabe@rosewoodwealth.ca 
Code: F1806
Code: F6234

**********************************************
Good afternoon, Charlie 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
I'm glad I was able to assist you with resetting your password for your User ID (Product Illustration) and changing the temporary one I provided over the phone so you can successfully sign into Product Illustration.
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T16:50:23.000+0000,False,False,005OH00000BG5v4YAD,2025-12-02T16:36:39.000+0000,005OH00000BG5v4YAD,2025-12-02T16:50:24.000+0000,005OH00000BG5v4YAD,2025-12-13T02:01:54.000+0000,(647)669-7420,(647) 669-7420,charlie.mccabe@rosewoodwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h22GOYAY,False,,24197865,0030A0000029mkBQAQ,0010A000002w9i8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor needed assistance reconnecting MFA
********
Hi William, thank you for contacting the workspace support today.

To recap our call, you confirmed that you received a new phone and needed to set up a new authenticator. I was able to assist with disconnecting the current one and you reconnected your current authenticator and can successfully sign onto workspace.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T16:29:43.000+0000,False,False,005OH00000BFQFCYA5,2025-12-02T16:25:21.000+0000,005OH00000BFQFCYA5,2025-12-02T16:38:11.000+0000,005OH00000BFQFCYA5,2025-12-02T16:38:11.000+0000,(613)836-0303,(613) 220-6625,bill.jory@joryfinancial.com,(613)836-0330,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h23E0YAI,False,,24193392,0030A0000029lvxQAA,0010A000002w8yjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Assisted the advisor in resetting the MFA - KB0016714
=================================
Hi Brock,

Thank you for contacting the workspace support about resetting your multi-factor authenticator app/ MFA.

We have successfully disconnected the previous MFA and reset a new one. We can confirm that you have your access back to workspace.

Appreciate your patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-02T15:40:11.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T15:20:49.000+0000,005OH00000BFPZHYA5,2025-12-02T20:58:10.000+0000,005OH00000BFPZHYA5,2025-12-02T20:58:10.000+0000,(416)500-2370,,brock@wilimekwealth.com,(905)475-5578,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h23UCYAY,False,,24197698,003G0000018f7AeIAI,0010A000002wPEdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Paperless Report,Medium,"Hello Debra,

This email is regarding your request for a list of clients set up as paperless on Investment Centre. Please find attached the generated report(s), a separate password email will follow
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Debra,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
ZJ7AF8ILDC
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
















Hello,
A new form response has been received requesting a list of Paper-basedclients. The details are as follows:

Request 1:
Advisor: 
Code: 

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EVJvCJWQCxdAhnW2uSaMRLwB3f1uoVtPKj3T1ufnCyNaNQ?e=u3NJzC",True,2025-12-02T16:23:11.000+0000,False,False,005OH0000088z1hYAA,2025-12-02T16:23:11.000+0000,005OH0000088z1hYAA,2025-12-02T16:26:16.000+0000,005OH0000088z1hYAA,2025-12-02T16:26:16.000+0000,(902)402-5477,(902) 402-5477,debra@nationalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h24WjYAI,False,,24200968,0035o000006KdA9AAK,0015o000006pkDSAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/02/25 

Authenticated user as per KB0021888 - changed email address in SF
User signed into WS successfully
 
============================================================================================= 
 
****Email Chain****

Bonjour Maxime,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès sur la plateforme Espace Affaires.

Lors de notre appel, nous avons modifié votre adresse courriel de maxime.angers@finrivemont.ca à maxime.lessard@manulifewealth.ca. Ensuite, vous avez pu vous connecter, déconnecter et reconnecter sur Espace Affaires avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:30:53.000+0000,False,False,005OH0000097FtCYAU,2025-12-02T17:08:30.000+0000,005OH0000097FtCYAU,2025-12-02T17:33:00.000+0000,005OH0000097FtCYAU,2025-12-02T17:33:00.000+0000,(418)948-8808,,maxime.lessard@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h24d5YAA,False,,24192685,0030A0000029oc3QAA,0010A000002wBEBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T15:08:59.000+0000,False,False,005G0000002gxxjIAA,2025-12-02T15:08:59.000+0000,005G0000002gxxjIAA,2025-12-02T15:08:59.000+0000,005G0000002gxxjIAA,2025-12-02T15:08:59.000+0000,(514)940-2010X213,5142887106,bruno.starnino@mansfieldprivatecounsel.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h26euYAA,False,,24195747,003G0000018f7xJIAQ,0010A000002wQ3UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-12-02T16:08:47.000+0000,False,False,005OH000006uYruYAE,2025-12-02T15:56:31.000+0000,005OH000006uYruYAE,2025-12-02T16:45:14.000+0000,005OH000006uYruYAE,2025-12-02T16:45:14.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h28VOYAY,False,,24193838,0030A0000029lvxQAA,0010A000002w8yjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Assisted  the advisor in resetting the MFA. Cal back done for final auhentication,True,2025-12-02T15:44:03.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T15:28:20.000+0000,005OH00000BFPZHYA5,2025-12-02T15:44:03.000+0000,005OH00000BFPZHYA5,2025-12-02T15:44:03.000+0000,(416)500-2370,,brock@wilimekwealth.com,(905)475-5578,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2AoyYAE,False,,24195214,003G0000018f7A4IAI,0010A000002wPDNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Log in,Medium,"-KB0017399
user called regarding her workspace access ,
she recieved error account lock due to too many trial.
authenticated user, unlocked account and reset paasword.

email===========
Hello Kara

Thank you for reaching out to Workspace Support. It was a pleasure assisting you regarding Workspace login issue.

On our call we were able to unlock your account and reset your password.

You have been able to log in workspace and access your FH account as well succesfully.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-12-02T16:16:54.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-02T15:48:49.000+0000,005OH00000AZ3ZxYAL,2025-12-02T16:16:54.000+0000,005OH00000AZ3ZxYAL,2025-12-02T16:16:54.000+0000,(705)707-5574X201,(705) 493-9198,adam@llpg.ca,(705)707-1018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2DtOYAU,False,,24198765,003G0000018f7A4IAI,0010A000002wPDNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Financial Horizon access issue:,Medium,"******DDS****** 12/02/2025

User called as they were having issues accessing financial horizons through advice canada. DDS followed KB0023478 and provided right support to user.


*****email chain*****

Hello Kara, 

     It was a pleasure assisting you today.

     Looks like you can access workspace just fine without going through Advice Canada. The access issue you are having with financial horizon can be handled by access@financialhorizons.com , they should be able to assist with access issues. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T16:55:34.000+0000,False,False,005OH00000BFQFHYA5,2025-12-02T16:37:55.000+0000,005OH00000BFQFHYA5,2025-12-02T17:00:26.000+0000,005OH00000BFQFHYA5,2025-12-02T17:00:26.000+0000,(705)707-5574X201,(705) 493-9198,adam@llpg.ca,(705)707-1018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2FBvYAM,False,,24194945,0030A0000029jnmQAA,0010A000002w7FaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor not able to sign into workspace.
************
Hi Amar , thank you for contacting the workspace support today.

To recap our call, you needed assistance signing onto your workspace, we did disconnect your current MFA and reconnected it using the Salesforce authenticator and you were able to successfully sign on. If you have any issues, feel free to let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T15:49:55.000+0000,False,False,005OH00000BFQFCYA5,2025-12-02T15:44:56.000+0000,005OH00000BFQFCYA5,2025-12-02T16:09:13.000+0000,005OH00000BFQFCYA5,2025-12-02T16:09:13.000+0000,(416)419-0761,,amar@keyprotection.ca,(905)216-6923,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2FYYYA2,False,,24199932,0030A0000029ekUQAQ,0010A000002w30pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"updated report provided

**EMAIL**

Hi Ben,

As mentioned in my previous email, please see password below for your password-protected Excel file:
QS5KU4SJ96

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Ben,

Please find the attached file of the updated Wealth and Insurance Client Listings report. A new Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Ben,

Thank you for sharing the information. I appreciate your patience while I located the details below. An updated client listings report, and a separate Password Email will follow shortly.

As for address and commission statement-related inquiries, please reach out to Contracts&Compensation@canadalife.com for further assistance.
@Chauhan, Khushbu Could you please follow up on this as well?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: Ben Doyle <ben@doylefinancial.ca> 
Sent: December 1, 2025 1:39 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Chauhan, Khushbu <Khushbu.Chauhan@canadalife.com>
Subject: [EXT] RE: Request for Client Information Report- GWL block of business /Case24106668

Hi Carmen, My new/revised GWL code through the Canada Life transition is now 99871 … this is a “LL” code for the GWL block of business only Would you be able to supply a client listing report for the Wealth (SEG Funds) business and insurance
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Carmen,

My new/revised GWL code through the Canada Life transition is now 99871 … this is a “LL” code for the GWL block of business only
Would you be able to supply a client listing report for the Wealth (SEG Funds) business and insurance business as well?

Please note: I am only looking for information on the GWL block of business. Not the “Canada Life” business that I am contracted through Financial Horizons (MGA) under code H4747
The entire GWL block is not on “WorkSpace” and I have called WorkSpace directly. They advised this business has not been uploaded and they have no idea when or it will ever happen.

It also appears that a couple months this year (2025), I have not been paid the monthly trailers … specifically June and November 2025
Again, these GWL commission statements do not show on WorkSpace because they are different than the Canada Life block of business … this is an operations issue

I have reached out to the below email you indicated multiple times since June 2025. There is never a response or reply … very frustrating
I used to receive numerous account notices and commission statements from the GWL business in the mail via Canada Post, however since my move in June 2025; I have not received anything. This is why I believe my address has never been updated with the GWL block solely … the “Canada Life” piece under code H4747 is updated. However, please don’t assume anything here, I am only referring to the GWL block of business.

Every time I reach and talk with someone, the default is to the Canada Life business (H4747) and they stop there, not realizing there are issues with the GWL block and that the transition has been somewhat of a failure here.  

If you have any questions, please do not hesitate to call.
Thanks,




The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: Friday, November 28, 2025 2:22 PM
To: Ben Doyle <ben@doylefinancial.ca>
Cc: Chauhan, Khushbu <Khushbu.Chauhan@canadalife.com>
Subject: RE: Request for Client Information Report- GWL block of business /Case24106668

Good afternoon Ben,

Thank you for your response. 

Please reach out to Contracts&Compensation@canadalife.com to locate your GWL codes and to have your information updated on file with Canada Life. Once you receive confirmation, please let us know your GWL codes and we will look into this request.

As for your MGA code, the Wealth and Insurance Client Listing report will be sent to you shortly, due to client sensitive data and security protocols.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Ben Doyle <ben@doylefinancial.ca> 
Sent: November 27, 2025 5:36 PM
To: BusinessReporting <BusinessReporting@canadalife.com>; Chauhan, Khushbu <Khushbu.Chauhan@canadalife.com>
Subject: [EXT] RE: Request for Client Information Report- GWL block of business /Case24106668

Hello, I have been requesting that my address on file be updated repeatedly since June with no reply/acknowledgement GWL block of business Could you please advise or change my business address on file to be: Doyle Financial Inc. 111 Hawkcliff

Hello,

I have been requesting that my address on file be updated repeatedly since June with no reply/acknowledgement
GWL block of business
Could you please advise or change my business address on file to be:
•	Doyle Financial Inc.
•	111 Hawkcliff Way NW
•	Calgary, Alberta   T3G 2S3

LL code: 99871

If you have any questions, please do not hesitate to call.
Thanks,




The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: Thursday, November 27, 2025 2:53 PM
To: Chauhan, Khushbu <Khushbu.Chauhan@canadalife.com>
Cc: Ben Doyle <ben@doylefinancial.ca>
Subject: RE: Request for Client Information Report- GWL block of business /Case24106668

Good afternoon Khushbu,

An alternative method to access a client listing details is through Workspace, and the information can be exported as Excel. For further assistance, please reach out to CLWorkspaceSupport@canadalife.com.
If a Wealth Client Listing is required from our team, could you please provide us the advisor’s name and advisor codes (example of codes: Canada Life, MGA, Producer, five-characters long) used to submit business under for us to look into?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: Chauhan, Khushbu <Khushbu.Chauhan@canadalife.com> 
Sent: November 27, 2025 1:13 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: ben@doylefinancial.ca
Subject: Request for Client Information Report- GWL block of business
Importance: High

Hello Team,

Our advisor is looking to obtain GWL client information. Could you please generate a report for this?

Additionally, if this can be done through Workspace, could you kindly provide the steps to pull the report for future reference?
Thank you for your support.

Kind regards,
Khushbu Chauhan
Regional Sales Associate, Wealth Management
Cell: 204-800-9396
khushbu.Chauhan@canadalife.com 
Digital Segregated Fund Application Demonstration -MGA

In partnership with:

Edmond So, CFP®, RIS
Regional Sales Manager | Wealth Distribution
edmond.so@canadalife.com | 403-689-1638 (Mobile)

Mandy Chouhan
Regional Sales Representative, Wealth Management
Cell: 403-777-1621
mandy.chouhan@canadalife.com

 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage",True,2025-12-02T16:53:59.000+0000,False,False,005OH0000071DK9YAM,2025-12-02T16:53:59.000+0000,005OH0000071DK9YAM,2025-12-02T16:54:00.000+0000,005OH0000071DK9YAM,2025-12-02T16:54:00.000+0000,(403)835-7283,,ben@doylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2H0nYAE,False,,24194602,0030A0000029d9MQAQ,0010A000002w1ivQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registering for Workspace,Medium,"ALI HAMMOUD
Needed help registering for their Workspace account.
User did not have their their user Id
I directed user on how to recover their User ID through the RepNet link. also directed user on linking accounts through advice Canada

Email:
----------
Hello Ali,

Thank you for contacting Workspace Support concerning Workspace Registration.

On the call today, we recovered your User ID using the RepNet link sent in your original registration email and then you were able to register for MGA workspace account with your User ID. Now that you have created your MGA workspace account, you should be able to log into MGA workspace with your email and password you set. Additionally, we linked both your workspace accounts to Advice Canada so that you can switch between both accounts when you are logged in.

Let us know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T16:10:55.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T15:39:47.000+0000,005OH00000BGf2TYAT,2025-12-02T16:10:55.000+0000,005OH00000BGf2TYAT,2025-12-02T16:10:55.000+0000,(519)671-5687,,ali.hammoud@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2IuXYAU,False,,24194921,0035o000007WVH1AAO,0015o000008CzyrAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1911,Medium,"KB0022413- User always gets ERR-W1911 message when signing into MGA account via Advice Canada. 
Authenticated user - Rotation 2 - Reset link updated password and set up MFA
Suggested maybe it is a backend security issue since the MGA authenticator is not set up. 

Code: 31002
Email: sarah@smith-rogers.com 

***************************************************************
Good morning, Sarah

Thank you for contacting the Workspace Support Team, it was great speaking with you today with resetting your password!
 
I'm glad I was able to assist you with resetting your MGA password and setting up your MFA for your Workspace account. Now that your MFA is set up for your MGA account, you hopefully should not be getting the ERR-W1911 message. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T16:11:07.000+0000,False,False,005OH00000BG5v4YAD,2025-12-02T15:44:34.000+0000,005OH00000BG5v4YAD,2025-12-02T16:11:07.000+0000,005OH00000BG5v4YAD,2025-12-02T16:11:07.000+0000,(905)222-2444,,sarah@smith-rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2KEnYAM,False,,24195095,0031600002YxrVlAAJ,0010A000002wOETQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Following up on case#24186352,Medium,"Caller Name: SHAFIN MAHFUZ
Advisor or support staff: Advisor 
Advisor Code: 
Advisor Name:	
Phone: 
Email:		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: CASE#C24186352. advised as per case. messaged Carl as well.

No follow up email sent to advisor",True,2025-12-02T15:52:02.000+0000,False,False,005OH00000AUS7aYAH,2025-12-02T15:46:48.000+0000,005OH00000AUS7aYAH,2025-12-02T15:52:03.000+0000,005OH00000AUS7aYAH,2025-12-02T15:52:03.000+0000,(902)441-1156,(902) 441-1156,shafin@shafinmahfuz.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2KwPYAU,False,,24198586,0030A0000029gjZQAQ,0010A000002w4hyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Update Email in Siebel,Medium,"Reason for call: Wants to update email in Siebel
Authentication: Yes/No, which rotation: Yes, Dec rotation
•	Troubleshooting steps completed: Adv to contact contracts and compensation
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): Assist Line
====================
Bonjour Yves,

Merci d'avoir contacté le support Workspace.

Pour mettre à jour votre adresse e-mail, veuillez envoyer un courriel à Contracts&Compensation@canadalife.com en leur précisant que vous souhaitez mettre à jour l'adresse e-mail enregistrée.

Votre représentante régionale en assurance est Sylvie Tremblay. Vous pouvez la joindre par téléphone au 514-878-6127 ou par courriel à sylvie.tremblay@canadavie.com.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T13:11:47.000+0000,False,False,005OH00000BFQFGYA5,2025-12-02T16:35:31.000+0000,005OH00000BFQFGYA5,2025-12-03T13:11:47.000+0000,005OH00000BFQFGYA5,2025-12-03T13:11:47.000+0000,(418)997-9987,,yruel@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2R8LYAU,False,,24202252,003G0000018f6iAIAQ,0010A000002wOiPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Submit Documents Issue,Medium,"Tamara Pals
user was having issues with submitting a document online due to technical error on the system
advised that the issue had been resolved and they need to let us know if there are any more questions.

Email:
----------
Hello Tamara,

Thank you for contacting Workspace Support concerning the technical issues you were facing with submitting documents through Workspace.

This issue was a widespread system issue that we were walking on resolving and I just got a confirmation that this has been fixed. Please try submitting the document again and advise if this issue continues.

Let me know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tamara Pals <Tamara@clearworthfinancial.ca> 
Sent: December 1, 2025 5:30 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] submit documents issue

Hello, I am trying to submit documents on workspace for a term policy conversion. I can get into the submit documents page but when I load the PDF, it shows as completed (blue line on the download indicator) and gets to 100% completed but says
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, I am trying to submit documents on workspace for a term policy conversion. I can get into the submit documents page but when I load the PDF, it shows as completed (blue line on the download indicator) and gets to 100% completed but says 0 of 1 documents loaded and does not allow me to access the ‘done’ button (it’s gray not red). I have submitted by email but would like to get this resolved if it’s an issue on my end. Please advise.

Tamara Pals, CFP®
Partner, Clear Worth Financial Group
Financial Security Advisor | Investment Advisor, Quadrus Investment Services
Phone: 250-899-2337 | www.clearworthfinancial.ca
 
Follow me: LinkedIn | Instagram | Facebook
Book with me online: Tamara Pals Calendar",True,2025-12-02T17:27:36.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T17:27:36.000+0000,005OH00000BGf2TYAT,2025-12-02T17:28:59.000+0000,005OH00000BGf2TYAT,2025-12-02T17:28:59.000+0000,(250)763-1114,(250) 899-2337,tamara@clearworthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2SCMYA2,False,,24196973,0030A0000029lCnQAI,0010A000002w8O5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"******DDS****12/02/2025
User wanted to register for workspace, but they did not have their registration letter yet, so DDS referred user to DM



*****email chain******
Hello Zheng,

           Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to @Distribution Methodology to get your registration letter. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T16:25:13.000+0000,False,False,005OH00000BFQFHYA5,2025-12-02T16:13:54.000+0000,005OH00000BFQFHYA5,2025-12-02T16:25:57.000+0000,005OH00000BFQFHYA5,2025-12-02T16:25:57.000+0000,(905)479-5806,(647) 890-2816,caozheng1984@hotmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2SPJYA2,False,,24198474,003OH000006WgQXYA0,001OH0000086l6DYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"TRISTAN STRONACH
User needed help completing the registration process.
advised user that they would use their advisor code to start the registration for their User ID

Email:
----------
Hello Tristan,

Thank you for contacting Workspace Support concerning registering for your Workspace account.

As mentioned during our call, please start your registration process with the link I sent you in the previous email by registering for your User ID. Once you have registered for your User ID, please allow 24-48 hours and then go to https://workspace.canadalife.com/registration and start the registration process using your User ID and password created with the previous link.

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support 
Sent: December 2, 2025 11:38 AM
To: Stronach, Tristan <tristan@wisegroup.ca>
Subject: Workspace Registration - 24198474

Hello Tristan,

Thank you for contacting Workspace Support concerning your Workspace account access. Please visit the link below to start your registration process by registering for your User ID:

https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do

Thank you.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T16:45:03.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T16:34:04.000+0000,005OH00000BGf2TYAT,2025-12-02T16:45:03.000+0000,005OH00000BGf2TYAT,2025-12-02T16:45:03.000+0000,(647)530-5650,,tristan@wisegroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2SsIYAU,False,,24196918,0030A0000029q0gQAA,0010A000002wCLOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T16:13:12.000+0000,False,False,005G0000002gxxjIAA,2025-12-02T16:13:12.000+0000,005G0000002gxxjIAA,2025-12-02T16:13:13.000+0000,005G0000002gxxjIAA,2025-12-02T16:13:13.000+0000,(819) 823-4577,,alain.c.roy@cabn.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2TmoYAE,False,,24202889,0035o000006n4VPAAY,0015o000007O0lrAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect Error,Medium,"User is indicating she can not go pass ""existing coverage"" when starting an application, it does not go anywhere or load to the next page. 
Logmein - Clear cookies and cache (DDS SharePoint) 
Restarted application and was able to pass the ""existing coverage"" section successfully 

Email: chelsey@infinitiwealth.com 

*************************************************
Good afternoon, Chelsey 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Simple Protect!
  
I'm glad I was able to assist you with troubleshooting by clearing your cookies and cache, so you can go pass “existing coverage” and submit your application. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:52:14.000+0000,False,False,005OH00000BG5v4YAD,2025-12-02T17:36:43.000+0000,005OH00000BG5v4YAD,2025-12-02T17:52:15.000+0000,005OH00000BG5v4YAD,2025-12-02T17:52:15.000+0000,(604)685-6521,,chelsey@infinitiwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2VNHYA2,False,,24203186,0030A0000029oFdQAI,0010A000002wAvsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/2*
----------------

Ralph Hendrix
92662
i got a new phone, trying to get into Workspace, having trouble.
disconnected old authenticator, walked user through registering new app on new device

*email*
----------------

Good afternoon Ralph, 

Thank you for contacting the Workspace Support Team with your MFA inquiry. 

You wanted to log into Workspace using your new device and needed our help with registering the new device. We disconnected your old app and walked through setting up the new application successfully. If you have questions or concerns, please reply to this email.

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T18:02:32.000+0000,False,False,005OH000008919xYAA,2025-12-02T17:40:52.000+0000,005OH000008919xYAA,2025-12-02T18:02:33.000+0000,005OH000008919xYAA,2025-12-02T18:02:33.000+0000,(705)277-1898,705 277 3186,ralph.sibigroup@outlook.com,(705)277-2905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2W1RYAU,False,,24196879,003G0000018f7KzIAI,0010A000002wPQgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,inforce Illustration login issue,Medium,"Authenticated and assisted the advisor in resetting the LL username successfully
================

Hi Josh,

Thank you for calling the workspace support about a login issue accessing your inforce illustration.

We have successfully reset your access, and we can confirm that you have your access back to inforce illustration.

Appreciate your patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-02T16:26:42.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T16:12:38.000+0000,005OH00000BFPZHYA5,2025-12-02T16:31:15.000+0000,005OH00000BFPZHYA5,2025-12-13T02:02:25.000+0000,(587)896-6639,(587) 896-6639,josh@trueplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2Wr4YAE,False,,24197719,0030A000002wORjQAM,0010A000003hrqcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New Business Application,Medium,"*** DDS Dec 2nd, 2025 ***
User has application 60924035-0 with locked sections, wants to change them. Told them to either start new application or request changes after being submitted and signed.
================
Good morning Pat,

It was a pleasure speaking with you today about a New Business Application: 60924035-0

Changes to locked sections of the application can only be done once submitted and signed by requesting the New Business Coordinator to make them. The other way would be to start a new application with the correct information.

I’m glad I was able to assist you today with your New Business application inquiry. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T16:41:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T16:23:24.000+0000,005OH00000AbJ7aYAF,2025-12-02T16:48:28.000+0000,005OH00000AbJ7aYAF,2025-12-02T16:48:28.000+0000,(647)515-3951,,pat@generationalwealthgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2X0kYAE,False,,24197116,0030A0000029VyjQAE,0010A000002vvpWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,workspace reistration,Medium,"**DDS Dec2**

DONNA WRAITH
donna@esrm.ca
ASA needs help for workspace registration. provided them step to retrieve their User Id from website after authentication and reset password for User ID. On the registration page, they are still getting the same error ""registering as an advisor"". Called assist line and the issue has been escalated to the 2nd level support team.",True,2025-12-03T15:55:36.000+0000,False,False,005OH00000BFiyTYAT,2025-12-02T16:15:45.000+0000,005OH00000BFiyTYAT,2025-12-03T15:55:36.000+0000,005OH00000BFiyTYAT,2025-12-03T15:55:36.000+0000,(780)475-5191,(780) 977-9210,trevor@esrm.ca,(780)665-7259,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2aA3YAI,False,,24203445,003G0000018f7UmIAI,0010A000002wPbiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Advisor can't be reach for the final authentication as she is not in the office. she decided to call back once in the office

===========

Hi Jennifer,

Thank you for calling the workspace support about resetting your multi-factor authenticator/MFA.

Our goal is to make doing business with us as easy as possible while keeping your account secure. Resetting your multi-factor authentication provides access to all your Workspace information, so we need to confirm it’s you before proceeding by calling you through the phone number listed on file.

My apologies as I could not assist you completely with your request. Please call us back once you are in the office and anyone from the team can help you further.

Thank you!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-02T17:52:09.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T17:44:16.000+0000,005OH00000BFPZHYA5,2025-12-02T17:58:08.000+0000,005OH00000BFPZHYA5,2025-12-02T17:58:08.000+0000,(613)563-1281,ext 31,jburns@david-burns.com,(613)563-0443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2al1YAA,False,,24198776,003OH00000TH7ytYAD,001OH00000ZeUHmYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,called regarding trade that rejected,True,2025-12-02T16:44:33.000+0000,False,False,005OH000006uYrkYAE,2025-12-02T16:38:05.000+0000,005OH000006uYrkYAE,2025-12-02T16:44:34.000+0000,005OH000006uYrkYAE,2025-12-02T16:44:34.000+0000,(705)717-0017,,mark@lilleyfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2bh7YAA,False,,24200210,0035o000006PvgoAAC,0015o000006vKJgAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor wanted to update their email for workspace.
***********
Hi Sharon , thank you for contacting the workspace support today.

To recap our call, you wanted to update your workspace email , we were able to make the update, and you can successfully sign in using this current email. The email update is Apexa should also reflect in our system shortly. If you have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:08:50.000+0000,False,False,005OH00000BFQFCYA5,2025-12-02T16:57:58.000+0000,005OH00000BFQFCYA5,2025-12-02T17:13:07.000+0000,005OH00000BFQFCYA5,2025-12-02T17:13:07.000+0000,(647)938-1166,,sharontario.he@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2c5OYAQ,False,,24204792,003G0000018f7wvIAA,0010A000002wQ36QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Need to Unlock Sign in,Medium,"TERRY G WINDREM
Terry is having trouble signing in to account and ISAM shows user id is locked. 
I advised Terry to call us so that we can assist us.

Email:
----------
Hello Terry,

Thank you for Contacting Workspace Support concerning your Workspace Access issues.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Terry Windrem <terry@Parkplacefinancial.ca> 
Sent: December 2, 2025 11:58 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Irwin, Denise <denise@parkplacefinancial.ca>
Subject: [EXT] Need to Unlock Sign in

Good Morning: I have not used this system for some time and have tried to log in with no success. Would your office be able to reset my login for me? Thank you. Should there be an issue, please contact my assistant Denise Irwin (cc’ed
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Morning:

I have not used this system for some time and have tried to log in with no success.

Would your office be able to reset my login for me?

Thank you.

Should there be an issue, please contact my assistant Denise Irwin (cc’ed on my email).

Terry


 	Terry Windrem 
	Partner
	PPF Group of Companies
	270 George St N
	Peterborough, ON, K9J 3H1 
	Email: terry@Parkplacefinancial.ca

	www.ppfgroup.ca

	The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving the communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: we have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-02T18:02:36.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T18:02:36.000+0000,005OH00000BGf2TYAT,2025-12-02T18:02:36.000+0000,005OH00000BGf2TYAT,2025-12-02T18:02:36.000+0000,(705) 748-5182,(705) 772-6586,terry@parkplacefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2cmvYAA,False,,24199979,003OH00000IL0vfYAD,001OH00000MWbPiYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration - W1510,Medium,"KB0020538 -W1510 when trying to register to workspace, user id/repnet was created today. advised to give it 24 to 48 hours and try to register again.

========

Hi Scott,

Thank you for contacting the workspace support about workspace registration issue.

We have confirmed that an activation code was received as well as user id has been created and is active on file however, we are getting an error when trying to register to workspace. Since you just created the user id, we may need to give it 24 to 48 hours and then try to register to workspace again. Please don’t hesitate to call us if you are still getting the same error message waiting for the timeframe
 
Appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T17:14:11.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T16:54:35.000+0000,005OH00000BFPZHYA5,2025-12-02T17:36:40.000+0000,005OH00000BFPZHYA5,2025-12-02T17:36:40.000+0000,(705)719-6773,,scott.brain@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2ervYAA,False,,24207234,0030A0000029nKoQAI,0010A000002wADmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T18:36:17.000+0000,False,False,005G0000002gyDJIAY,2025-12-02T18:36:17.000+0000,005G0000002gyDJIAY,2025-12-02T18:36:17.000+0000,005G0000002gyDJIAY,2025-12-02T18:36:17.000+0000,(204)943-6828,,paul.chabot@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2hTFYAY,False,,24202859,0030A0000029obOQAQ,0010A000002wBDgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Case 24133788: Illustrations access issue - Outbound call - Issue resolved,Medium,"Hi team,

I called the advisor today, and they confirmed that the issue has been resolved. 

Thank you for your assistance.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com> 
Sent: December 1, 2025 9:53 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Case 24133788: Illustrations access issue

Hello Fatima,

Please have the advisor run this Illustration through Workspace and let us know if they are still experiencing an issue.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 6:26 PM
To: Simpson, Samantha <Samantha.Simpson@canadalife.com>
Subject: RE: Case 24133788: Illustrations access issue

Hi Samantha,

Thank you for your response.

The advisor is requesting to run a new illustration as a recommendation for a prospective client. This illustration is not related to an existing policy. Using the software is still applicable in this case?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 2:50 PM
To: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com>
Subject: RE: Case 24133788: Illustrations access issue

Hello Fatima,

Thank you for providing this information.

Please have the user run this illustration through Workspace using the Canada Life web illustration tool. The Canada Life web illustration tool found in Workspace can be used to create in force illustrations for products issued on, or after January 1, 2017for policies issued before January 1, 2017, they would need to be illustrated using Product Illustrations desktop application. Please let me know if this information helps.
  
 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 2:22 PM
To: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com>
Subject: Case 24133788: Illustrations access issue
Importance: High

Hello W.S.Leaders,

Please review and advise on resolution.

Issue: Caller is unable to run illustrations for new prospects. They encounter the error message: “Failed to fetch.”

Troubleshooting Performed:
•	Connected via LogMeIn.
•	Cleared browser cookies.
•	Reattempted to run the illustration; issue persists.

KB: N/A
Salesforce ID: 0035o000004HFgDAAW
Advisor Name: Barry Fitkowski
Advisor Code: 4946
Authenticated: Yes
Screenshot: Attached
Contact type: Phone
Caller’s Email address: bfitkowski@ipcc.org

Additional comments: Caller previously called the DDS regarding an access issue and were able to resolve it. Caller insisted on putting a Rush on their request hence the ‘’High priority’’ tag.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 


Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:41:29.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T17:36:23.000+0000,005OH00000AbCcLYAV,2025-12-02T17:41:29.000+0000,005OH00000AbCcLYAV,2025-12-02T17:41:29.000+0000,(204)227-0369,,bfitkowski@ipcc.org,(204)920-3909,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2iaWYAQ,False,,24201872,0030A0000029lX5QAI,0010A000002w8gsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration process - NA,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: n/a
-Firm/MGA name: Ok
-Used LogMeIn? NO
-Advisor code(s): 95956

Call details: Caller needed assistance on their WS MGA registration.
>>>Assisted caller and they were able to successfully register and login into their account.
-----------------------------------email-----------------------
Hi Na,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that we were able to complete your registration and you accessed your NA Workspace account successfully.

•	Please use the following link to access Workspace: https://workspace.canadalife.com

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:33:00.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T17:21:55.000+0000,005OH00000AbCcLYAV,2025-12-02T17:33:00.000+0000,005OH00000AbCcLYAV,2025-12-02T17:33:00.000+0000,(604)468-8482,,james.leung@edwardjones.com,(604)468-8432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2nVJYAY,False,,24199510,003G0000018f7JnIAI,0010A000002wPP3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace Registration,Medium,"*** DDS DEC/18/2025 ***
Rob messaged for more clarification about his registration status on file.
They do not have an MGA user ID or workspace account.
They need to complete all registration steps.

*** DDS DEC/12/2025 ***
ROBERT ELDER
Carolyn contacted us to let us know that Rob needed help with setting up their MGA account. 
I sent registration steps to Rob for them to go through and let us know if they have any trouble.

Email:

--------------------------------------***DDS DEC/19/2025***--------------------------
Hello Rob,
To clarify a few of your questions, your two accounts (direct and MGA workspaces) do not affect each other. They operate independently using a user id on our backend system that holds your permission sets for each channel. This is why the first link brings you to the repnet page to create your user id using your advisor code/activation code for that specific channel. Once you have that user id, you then go to the workspace link to register for a workspace account.
Additionally, I just looked again, and I do not see an MGA workspace account for you. If you have one, you won’t be able to register for a second one through the links I provided. If you have tried to register and failed, please let us know and we can investigate it further.
To assist you better with this, please call us at your convenience at 1-888-999-451. Our team is available between the hours of 8am and 8pm EST Monday-Friday.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

From: Rob Elder <robelder@engagedfinancial.com> 
Sent: December 19, 2025 9:00 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Lott, Carolyn <Carolyn.Lott@advicecanada.com>
Subject: [EXT] Re: MGA Workspace Registration - 24199510
I think there is some confusion on your end… I have workspace currently for my direct contract with Canada Life, and I did setup workspace for my MGA Canada Life contract (I have had two for years). I do not want to mess with my direct link,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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ZjQcmQRYFpfptBannerEnd
I think there is some confusion on your end…
I have workspace currently for my direct contract with Canada Life, and I did setup workspace for my MGA Canada Life contract (I have had two for years).
I do not want to mess with my direct link, however I cannot seem to password reset my MGA link.
Hope that helps clarify the situation for you.
NOTE: the link you give for registration takes me to repnet and a big note that says “this site is used for password resets”. If I do go through the registration process… will it effect my direct link? Is my original al MGA link shut down?
Rob
Get Outlook for iOS
--------------------------------------***DDS DEC/18/2025***--------------------------
Hello Rob,
It was brought to our attention that you needed more clarification with the registration process for Workspace. I can help with that.
To clarify, I do not see an MGA workspace account for yourself on our system. If you had an account before with the direct channel, you would need to create one now that you are with the MGA channel. 
To complete the registration process, you can follow the steps in the first email I sent. If you would prefer to speak to an agent, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you. Our team is available between the hours of 8am and 8pm EST Monday-Friday.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS DEC/12/2025***--------------------------
Hello Rob,

It was brought to our attention that you need assistance with setting up your workspace MGA account. I am happy to assist you with this inquiry.

Please see the steps below to set up your MGA account:

STEP 1: Please visit https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do and click Register to start the registration process.
 
STEP 2: Accept the terms and conditions and on the next page, please enter your first name, last name, advisor code, and unique activation code. For this step, please contact your advisor if you do not know their code already. 
 
STEP 3: Create a new User ID with the listed guidelines 
 
Please wait 2 business days before moving up to the next step
 
STEP 4: Once your User ID is completed, please go to https://workspace.canadalife.com/registration and begin the registration process with your User ID and password you created in previous steps.
 
STEP 5: Complete the registration process as directed on the page and then log in with your email and set password.
 
If you have any issues with the steps, please let me know.

If you would like to speak to an agent over the phone who can walk through the steps with you, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you. Our team is available between the hours of 8am and 8pm EST Monday-Friday.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




_____________________________________________
From: Lott, Carolyn <Carolyn.Lott@advicecanada.com> 
Sent: December 2, 2025 11:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Elder, Robert <robelder@engagedfinancial.com>
Subject: Rob Elder - MGA Workspace


Hi Workspace Support,

Can you please assist Rob (cc’d) with setting up his Workspace on the MGA side?

Thank you so much!

Carolyn Lott  B.A.
Business Development Consultant | AC Team Ontario
carolyn.lott@advicecanada.com | 226-781-9171

Vacation Alert: 

 << OLE Object: Picture (Device Independent Bitmap) >> 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-02T16:48:19.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T16:48:19.000+0000,005OH00000BGf2TYAT,2025-12-19T14:21:40.000+0000,005OH00000BGf2TYAT,2025-12-19T14:21:40.000+0000,(519)371-7066,(519) 378-3597,robelder@engagedfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2oOCYAY,False,,24201233,003OH00000M98hkYAB,001OH00000QupiZYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Transfer Authorization,Medium,"*****DDS*** 12/02/2025
User called to get assistance with certain field of a Transfer authorization for registered investment for canada life. DDS reached out to support and referred to RSM.


******email chain*****
Hello James, 

     It was a pleasure assisting you today, the inquiry about what to put in each field of a transfer authorization would have to be referred to your RSM Scott Tessier and you can reach Scott at: (450) 846-1208 or scott.tessier@canadavie.com . If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:35:45.000+0000,False,False,005OH00000BFQFHYA5,2025-12-02T17:12:23.000+0000,005OH00000BFQFHYA5,2025-12-02T17:35:45.000+0000,005OH00000BFQFHYA5,2025-12-02T17:35:45.000+0000,(506)384-7728,,jmacdougall.cr957@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2pI7YAI,False,,24202351,003OH00000LmPZbYAN,001OH00000QUiUZYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Assisted ASA in resetting her MFA to access her workspace account.
Call back done for final authentication
=====================",True,2025-12-02T17:33:27.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T17:28:59.000+0000,005OH00000BFPZHYA5,2025-12-02T17:59:22.000+0000,005OH00000BFPZHYA5,2025-12-02T17:59:22.000+0000,(416)865-0224X306,,emcquillan@mcquillangroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2sgIYAQ,False,,24200380,0030A0000029fbkQAA,0010A000002w3kWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA disconnect,Medium,"PATRICK J T DONNELL (08052)
User let us know that they were having trouble accessing workspace due to authenticator app issues. 
KB0020738 - authenticated user and disconnected authenticator so user can set up authenticator again.
*error during authentication process which I had to confirm with a SL. I confirmed users info with phone number on SF rather than siebel due to error. I advised user to update their phone number on siebel.

Email:
----------
Hello Pat,

Thank you for contacting Workspace Support concerning accessing your Workspace account due to your authenticator app error.

One the call, I disconnected your previous authenticator and walked you through the process of resetting your authenticator through the app on your phone. In the future, please use your authenticator app to verify and access your workspace account.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:19:06.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T17:00:19.000+0000,005OH00000BGf2TYAT,2025-12-02T17:19:06.000+0000,005OH00000BGf2TYAT,2025-12-02T17:19:06.000+0000,(905)319-7021X222,905-979-0317,pat@donnellfinancial.com,(905)319-7020,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2sjcYAA,False,,24204228,003OH00000MwuYHYAZ,001OH00000RqObWYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"JOAN JORDAN JUCOTAN	
H4447
Advisor needed help for login. They had wrong association selected told them to use MGA. They were able to login with correct association.
 
Hello Joan,

Thank you for calling workspace support. I am so happy to assist with your inquiry today.

To recap, you needed help for logging in to your workspace account. I provided you the website address Advisor Workspace Login – Canada Life. Then you had wrong association selected which was causing the issue. We change that to MGA, and it takes you to authenticator. I provided you the steps for authenticator setup. You were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T18:04:31.000+0000,False,False,005OH00000BFiyTYAT,2025-12-02T17:54:59.000+0000,005OH00000BFiyTYAT,2025-12-02T18:04:31.000+0000,005OH00000BFiyTYAT,2025-12-02T18:04:31.000+0000,(780)686-8631,,joan.j@phoenix-horizon.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2tipYAA,False,,24200487,003G0000018f6oTIAQ,0010A000002wOqDQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process -Outbound,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: n/a
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor code(s): D2488

Call details: Caller needed assistance on their WS MGA registration.
>>>Assisted caller and they were able to successfully register and login into their account.


---------------------------EMAIL-----------------------------
Hi Lesley,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that we were able to complete your registration and you accessed your MGA Workspace account successfully.

•	Please use the following link to access Workspace: https://workspace.canadalife.com

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: CL Workspace Support 
Sent: November 28, 2025 1:48 PM
To: Lesley Coutts <lesley@zabafinancialgroup.ca>
Subject: RE: [EXT] MGA WorkSpace - Case 24073846

Hi Lesley,

Thank you for your response. Based on your availability, I will call you on Tuesday, December 2, 2025, at 11:00 AM (CST).

Have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lesley Coutts <lesley@zabafinancialgroup.ca> 
Sent: November 27, 2025 7:46 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] MGA WorkSpace - Case 24073846

Good morning. Sorry, I just missed your call yesterday. I would appreciate the help. -Time Zone Central Standard Time. (Regina, Saskatchewan) -I'm an support member the Advisor code they gave me to us is D2488 -Dec 2 10-11: 30 am or 1-3pm
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning. Sorry, I just missed your call yesterday. I would appreciate the help. 
-Time Zone Central Standard Time. (Regina, Saskatchewan)
-I'm an support member the Advisor code they gave me to us is D2488
-Dec 2 10-11:30 am  or 1-3pm
-Dec 4 10-11;30am or  2-3:30pm
-Dec 5  10am or 1-3pm

Regards, 

Lesley Coutts
Operations Associate
Zaba Financial Group
2340 9th Ave N
Regina SK S4R 8C5
Ph: (306) 543-9222
Fax: (306) 543-9280


On Wed, Nov 26, 2025 at 4:41 PM CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
Hi Lesley,
 
Thank you for contacting Workspace Support team.  
 
I tried calling you, but my call was forwarded to your voicemail (I left a message).
I would like to set up a phone call with you to help you with the Workspace access. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code (if it’s a non advisor account, please provide any active code(s) associated with one of your firm’s advisors.)
•	We will reach you at the provided phone number (or the one from your profile).
•	For security and compliance reasons, we can only speak directly with the account owner regarding access issues.
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST)
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
From: Lesley Coutts <lesley@zabafinancialgroup.ca> 
Sent: November 26, 2025 11:50 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] MGA WorkSpace
 
Hello. I'm wondering if you would be able to help me out. I was sent the registration for the MGA Workspace. I followed the steps. The next day I tried to log into my Canada life WorkSpace. I called the help desk and they got me signed in
Hello. I'm wondering if you would be able to help me out. I was sent the registration for the MGA Workspace. I followed the steps. The next day I tried to log into my Canada life WorkSpace. I called the help desk and they got me signed in again. So I emailed the distribution methodology back thinking they gave me the wrong WorkSpace registration and they replied saying that I'm registered with MGA. I went to the Financial Horizon's website to try to connect my MGA WorkSpace. I  tried to log into the MGA Workspace and it is saying my combination is invalid? I'm not sure what to do? I'm not that great with computers so I might be doing something wrong on my end. Any help is much appreciated. 
 
 
Regards, 
 
Lesley Coutts
Operations Associate
Zaba Financial Group
2340 9th Ave N
Regina SK S4R 8C5
Ph: (306) 543-9222
Fax: (306) 543-9280",True,2025-12-02T17:21:42.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T17:01:41.000+0000,005OH00000AbCcLYAV,2025-12-02T17:21:42.000+0000,005OH00000AbCcLYAV,2025-12-02T17:21:42.000+0000,(306)543-9222,(306) 537-5192,brian@zabafinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2udIYAQ,False,,24213546,0030A0000029WGGQA2,0010A000002vw3BQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-registration,Medium,"user request assistance for registering with Workspace
Authenticated user and procced assisting.
did a team call as logme in was not working.
KB0017316-
emailed
Hello Sunil,
It was a pleasure assisting you with your Workspace registration today.
On our call we have succesfully completed all the registration preocess, and gain access to your workspace account.
We have connect your account with the google authenticator app.
We showed you how to navigate the system and how you can find your client.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: CL Workspace Support 
Sent: December 2, 2025 2:13 PM
To: advance.jaggi@gmail.com
Subject: Registration-24213546

Hello Sunil,
Here is the list of instruction for the registration .
You can follow the step together while we tried to regain your user id.
You will need the following before you start:
•	Your User ID
•	Your User ID Password
•	Your compensation code 
 
Since you don’t remember your User ID and User ID password, you can use the URL below and click on the Forgot your user ID? Link and the Forgot your password? Link : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
•	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
 
•	Click on Verify and navigate to the next page
 
 
•	Fill in the required details marked by the red asterisk:
 
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
 
 
You can now login to Workspace using https://workspace.canadalife.com.

If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T20:45:54.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-02T20:02:00.000+0000,005OH00000AZ3ZxYAL,2025-12-02T20:45:54.000+0000,005OH00000AZ3ZxYAL,2025-12-02T20:45:54.000+0000,(416)824-4822,,advance.jaggi@gmail.com,(905)507-2921,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2ugYYAQ,False,,24204943,003G0000018f7pJIAQ,0010A000002wPvkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,E-benefit login issue,Medium,"referred advisor to the benefit section and provide the number to call 1-800-737-8595
==================

Hi Gord,

Thank you for calling the workspace support about your login issue with E-benefit section.

It has been identified that this section is out of our scope of support, and you would need to call the benefit side. Please call the number 1-800-737-8595 from 8 a.m. to 6 p.m. ET for additional guidance with your current situation.

Appreciate your understanding on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T18:15:20.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T18:04:25.000+0000,005OH00000BFPZHYA5,2025-12-02T18:31:39.000+0000,005OH00000BFPZHYA5,2025-12-02T18:31:39.000+0000,(403) 309-7435,,gord@slateinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2wIWYAY,False,,24203360,0030A0000029Zo2QAE,0010A000002vz2LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor needed assistance with registering for workspace.

***
Hi James , thank you for contacting the workspace support today.

To recap our call, I assisted you with registering for workspace and guided you on how you can update your names as well. To have your middle initial updated indefinitely here at workspace support you would need to contact your MGA. If you have any issues, feel free to let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

*****",True,2025-12-02T17:59:39.000+0000,False,False,005OH00000BFQFCYA5,2025-12-02T17:43:09.000+0000,005OH00000BFQFCYA5,2025-12-02T18:08:43.000+0000,005OH00000BFQFCYA5,2025-12-02T18:08:43.000+0000,(613)266-8882,,james.seto@sunlife.com,(613)228-7850,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2xeXYAQ,False,,24206497,003OH00000VGf3oYAD,001OH00000c8cAJYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reconnect Authenticator,Medium,"•	Reason for call- Reconnect authenticator, got a new phone
Authentication: Yes/No, which rotation: Yes, DEC Rotation
•	Troubleshooting steps completed: via SF
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): Authentication
==================
Hello Ryan, 

Thank you for contacting Workspace Support. It was our pleasure in helping you reconnect your Authenticator app to Workspace. 

Your voice matters. Let us know what you thought about the service by filling out a survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T18:31:36.000+0000,False,False,005OH00000BFQFGYA5,2025-12-02T18:25:58.000+0000,005OH00000BFQFGYA5,2025-12-02T18:32:34.000+0000,005OH00000BFQFGYA5,2025-12-02T18:32:34.000+0000,(905)628-9666,,ryanvanandel@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2yAbYAI,False,,24201155,003OH00000JpZVYYA3,001OH00000OFo8TYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"KB0020560 - User is having issues with signing into Workspace. User was selecting Advisor Solution as the association instead of MGA. 

Email: rylan.detcheverrey@edwardjones.com 

*******************************************************
Good afternoon, Rylan

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace sign!
 
I'm glad I was able to assist you with signing into your account, just as a reminder you want to change the association from ‘Advisor Solutions’ to 'MGA' in the dropdown of “How are you associated with Canada Life”.
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:20:44.000+0000,False,False,005OH00000BG5v4YAD,2025-12-02T17:11:06.000+0000,005OH00000BG5v4YAD,2025-12-02T17:20:44.000+0000,005OH00000BG5v4YAD,2025-12-02T17:20:44.000+0000,(250)426-2843,,rylan.detcheverrey@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h2z1qYAA,False,,24201696,003OH00000Ya13jYAB,001OH00000hoYx1YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor wants to register for User ID but has not received pre-registration letter from DM.
*************
Hi Pravin, thank you for contacting the workspace support today.

To recap our call, you wanted to register for workspace. In order to register for your user ID you will need a pre-registration letter from distrobution_methodology@canadalife.com , they will provide the information you require to register. If you have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:29:34.000+0000,False,False,005OH00000BFQFCYA5,2025-12-02T17:19:09.000+0000,005OH00000BFQFCYA5,2025-12-02T17:33:41.000+0000,005OH00000BFQFCYA5,2025-12-02T17:33:41.000+0000,(647)986-5145,,pbagwe@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h30p8YAA,False,,24201635,0030A0000029ayAQAQ,0010A000002w017QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"New Business, recover accidentally deleted apps",Medium,"*12/2*
----------------
KB0017773  
Jonathan Mosher
b6417
they accidentally deleted an app in progress and want to recover it, not possible at this time
wrote an application this morning, the client had to leave, tried to sign it new business 
tried to search for existing apps completed or otherwise and using all in the new business home



*email*
----------------

Good afternoon Wayne, 

Thank you for contacting the Workspace Support Team with your New Business inquiry. 

You wanted to see if it was possible if you could recover an accidentally deleted New Business App. Unfortunately, at this time there is no function to recover a deleted app, once it’s been deleted it is gone. I thought to put in feedback for you to suggest an improvement in the future to put in a safeguard or recycle bin of sorts that would allow you to recover deleted apps due to human error. If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:38:47.000+0000,False,False,005OH000008919xYAA,2025-12-02T17:18:09.000+0000,005OH000008919xYAA,2025-12-02T17:39:49.000+0000,005OH000008919xYAA,2025-12-02T17:39:49.000+0000,(705)949-6449,(705) 206-3191,mfgi@shaw.ca,(705)949-7411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h310QYAQ,False,,24201766,003OH00000LmPZbYAN,001OH00000QUiUZYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Assisted ASA in resetting her MFA
====================

Hi Lily,

Thank you for calling the workspace support about your multi-factor authenticator app/MFA issue

We have successfully disconnected your previous MFA and set up a new one successfully. We have confirmed that you have an access to your workspace as well.

Appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T17:38:15.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T17:20:15.000+0000,005OH00000BFPZHYA5,2025-12-02T17:43:53.000+0000,005OH00000BFPZHYA5,2025-12-02T17:43:53.000+0000,(416)865-0224X306,,emcquillan@mcquillangroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h34ZSYAY,False,,24204325,003G0000018f7HRIAY,0010A000002wPMiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-ERR-P202,Medium,"user receiving error code p202.
escalaltion to Sl leaders for ticket.
KB0021789 
email===
Hello SL leader,

User receiving error code P202 for 110239310 on workspace, please investigate.

Client detail: CHRISTINE LECOURS
110239310

Caller :  THEO BARNABE(ASA)
Email: theo.barnabe@sfita.ca
Phone: 514 989-7000 ext 227

Advisor:  ISABELLE TREMBLAY
Code:W6090


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ",True,2025-12-02T18:22:51.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-02T17:56:11.000+0000,005OH00000AZ3ZxYAL,2025-12-02T18:22:51.000+0000,005OH00000AZ3ZxYAL,2025-12-02T18:22:51.000+0000,(514)989-7000,(514) 894-4775,isabelle.tremblay@sfita.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h36UlYAI,False,,24202869,003OH00000DhcCKYAZ,001OH00000HKsE2YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-emailed address change,Medium,"user request to change his email from Serban.montre@agc.ia.ca to serbanmotre@assurinvest.ca.
authenticated user and change password, an mfa connection is required as this the first time he is logging since 2024.
KB0023058
emailed===========
Bonjour Serban,

Merci d’avoir contacté le support de l’espace concernant votre soucis sur l’address couriel , J'ai vraiment apprécié notre échange.

Juste un récapitulatif de ce que nous avons fait aujourd’hui, nous avons changé votre email de Serban.montre@montre@agc.ia.ca à 
serbanmotre@assurinvest.ca sur votre compte d’espace d’affaire.

nous connectons un authentificateur pour sécuriser votre compte, nous avons pu nous connecter à votre compte Workspace avec succès

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T17:56:18.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-02T17:36:31.000+0000,005OH00000AZ3ZxYAL,2025-12-02T17:59:43.000+0000,005OH00000AZ3ZxYAL,2025-12-02T17:59:43.000+0000,(438)822-3172,,serbanmotre@assurinvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h38gEYAQ,False,,24203641,0030A0000029ilhQAA,0010A000002w6P5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New issued policy inquiry - 60914634T,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Last login date: N/A
-Firm/MGA name: Ok
-Used LogMeIn? No
-Advisor code(s): 67721

Call details: Caller in inquiring about a new issued policy.
>>>The policy is in Pending status in Co-pilot but not yet available in WS. Advised caller to rech out to their NBA and provided their contact.


---------------------------------------EMAIL-----------------------
Hello John,

Thank you for contacting the Workspace Support team!

Please send your request regarding the Newly issued policy 60914634T,  to your New business coordinator: Christine Koukoulidis
•	Email address: NBInquiry.Team7@canadalife.com
•	Phone number: 1- 647-264-1595

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T18:05:28.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T17:47:02.000+0000,005OH00000AbCcLYAV,2025-12-02T18:06:53.000+0000,005OH00000AbCcLYAV,2025-12-02T18:06:53.000+0000,(780)962-4437,,john.bennett@edwardjones.com,(866)550-4494,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3BCvYAM,False,,24208644,0030A000008P3QVQA0,0010A000009IJhUQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Assisted the advisor in resetting her MFA
================================

Hi Jin,

Thank you for contacting the workspace support about resetting your multi-factor authenticator/MFA

We were able to successfully disconnect the previous MFA and reset a new MFA in which you have access your workspace as of this time. Our goal is to make doing business with us as easy as possible while keeping your account secure. Resetting your multi-factor authentication provides access to all your Workspace information, so we need to confirm it’s you before proceeding. Reason for me to confirm additional information to make sure that I am speaking with the owner of the account.

Appreciate your understanding and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T19:31:37.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T18:55:44.000+0000,005OH00000BFPZHYA5,2025-12-02T19:38:28.000+0000,005OH00000BFPZHYA5,2025-12-02T19:38:28.000+0000,(416)731-8765,(416) 731-8765,simpleinsuranceshop@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3C8mYAE,False,,24209059,003OH00000HmbA1YAJ,001OH00000LsRgjYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email update,Medium,"*12/2*
----------------

h8985

i just received a new selling code with, unable to log in. Do not have access to my old email address 
jbryant@peakgroup.com new 
josh.bryant@ipcc.org old 
updated email address in SF to reflect email in Siebel 
disconnected current authenticator and walked user through registration of new link

*email*
----------------

Good afternoon Josh, 

Thank you for contacting the Workspace Support Team with your email update inquiry. 

You received a new selling code today under a new firm but do not have access to your email that is registered to your current Workspace. We were able to update your email in the system, after a password reset and registering your authenticator app with your new email you were able to log in If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus",True,2025-12-02T19:20:50.000+0000,False,False,005OH000008919xYAA,2025-12-02T19:01:10.000+0000,005OH000008919xYAA,2025-12-02T19:20:50.000+0000,005OH000008919xYAA,2025-12-02T19:20:50.000+0000,(306)630-9275,,jbryant@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3CX4YAM,False,,24208942,0030A0000029YSxQAM,0010A000002vxt7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Trouble Signing On,Medium,"MICHELLE KAY-SCOTT
user is having trouble signing into workspace. They mentioned that they reset their password and it is still not working when they try to sign in. 
I advised user to provide information about what part they are having trouble with so I can further troubleshoot. Also advised user to call for more assistance.

Email:
----------
Hello Michelle,

Thank you for contacting Workspace Support about the trouble you are having with signing into your Workspace account. 

To further assist you, please advise what part you are having trouble with when you try to log in. If you are getting any error messages, please provide a screenshot of the page if you can. This will assist with the troubleshooting steps. 

If you would like to walk through the sign in and troubleshooting process over the phone, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you. Our team is available between the hours of 8am and 8pm EST Monday-Friday.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kay-Scott,Michelle <Michelle.Kay-Scott@edwardjones.com> 
Sent: December 2, 2025 12:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Trouble Signing On

Good afternoon I reset my password for workspace and still can't get onto the site. Please advise. Thank you, Michelle Kay-Scott, CFP® CEA® Financial Advisor| Edward Jones Investments 9-1246B Goderich St. Port Elgin, ON | N0H 2C3 Office: 226-453-2263
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon
I reset my password for workspace and still can't get onto the site. Please advise.
Thank you,

Michelle Kay-Scott, CFP®  CEA®
Financial Advisor| Edward Jones Investments
9-1246B Goderich St.
Port Elgin, ON | N0H 2C3
Office: 226-453-2263 
michelle.kay-scott@edwardjones.com | My Website 
For administrative matters, please contact:
Christi Ronholm l Branch Office Administrator christi.ronholm@edwardjones.com

Due to regulatory rules I cannot accept trading instructions by email or voice mail. 
Ask us about our Personal Service Reviews & Family Tree Pricing
 


If you are not the intended recipient of this message (including attachments) or if you have received this message in error, immediately notify us and delete it and any attachments. 

If you do not wish to receive any email messages from Edward Jones, excluding administrative communications, please email this request to Opt-Out@edwardjones.com from the email address you wish to unsubscribe. 

U.S. residents: For important additional information related to this email, visit www.edwardjones.com/us-en/disclosures/email and Privacy Notice. Edward D. Jones & Co., L.P. d/b/a Edward Jones, 12555 Manchester Road, St. Louis, MO 63131 © Edward Jones. All rights reserved. 

Canadian residents: For important additional information related to this email, visit www.edwardjones.ca/ca-en/disclosures/email and Privacy Notice. Edward Jones, 90 Burnhamthorpe Rd West Suite 902 Mississauga, Ontario Canada L5B 3C3 Edward Jones. All rights reserved. 

Si vous n’êtes pas le destinataire désigné de ce message (y compris des pièces jointes) ou si vous avez reçu ceci par erreur, veuillez nous en informer immédiatement et annuler le tout y compris les pièces jointes.

Si vous ne voulez pas recevoir des messages par Internet de Edward Jones, excluant des communications administratives, veuillez envoyer cette demande par courriel à Opt-Out@edwardjones.com à partir de l’adresse par courriel dont vous voulez annuler la souscription. 

Résidents Canadiens: Pour d’autres détails importants relatifs au présent courriel, visitez www.edwardjones.ca/fr/divulgations/email.html Edward Jones, 90 Burnhamthorpe Rd West Suite 902 Mississauga, Ontario Canada L5B 3C3 Edward Jones. Tous droits réservés.",True,2025-12-02T18:59:47.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T18:59:47.000+0000,005OH00000BGf2TYAT,2025-12-02T19:02:29.000+0000,005OH00000BGf2TYAT,2025-12-02T19:02:29.000+0000,(226)453-2263,,michelle.kay-scott@edwardjones.com,(844)854-2388,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3DZSYA2,False,,24206537,0030A0000029lcgQAA,0010A000002w8l1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T18:26:25.000+0000,False,False,005G0000002gyDJIAY,2025-12-02T18:26:25.000+0000,005G0000002gyDJIAY,2025-12-02T18:26:25.000+0000,005G0000002gyDJIAY,2025-12-02T18:26:25.000+0000,(306)463-5656,,emeyer@avisoinsurance.ca,(306)463-6426,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3ESNYA2,False,,24207799,003G0000018f7sfIAA,0010A000002wPyvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy details - Error P051,Medium,"****DDS****12/03/25 

User confirmed she can now access the policy details in WS

****DDS****12/02/25 

User reported error P051 when accessing the policies below:
Nadine Davies – 411263866 and 411263874 
John White – 411261100 and 411261340  
Logged in as user - no error message
Advised user to try signing into their ADSL WS profile to see if this error persists

============================================================================================= 
 
****Email Chain****


Good morning Ana,

Thank you for your email.

I’m so happy to hear that everything looks good and you can now access these policies. I will now close this case.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Admin <admin@gribbenfinancialgroup.ca> 
Sent: December 3, 2025 9:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Seg Fund Policies not showing on Workspace - Case 24207799

Good morning, Thank you for your prompt response. I checked today and everything on these accounts look fine. Thanks again for your help, Ana Miranda Advisor Assistant Gribben Financial Group Inc. admin@ gribbenfinancialgroup. ca (416) 499-5105
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning,

Thank you for your prompt response.
I checked today and everything on these accounts look fine.

Thanks again for your help,

Ana Miranda
Advisor Assistant
Gribben Financial Group Inc.
admin@gribbenfinancialgroup.ca
(416) 499-5105 Ext.223

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Tuesday, December 2, 2025 1:53 PM
To: Admin <admin@gribbenfinancialgroup.ca>
Subject: RE: Seg Fund Policies not showing on Workspace - Case 24207799

Good day Ana,

Thank you for contacting Workspace Support regarding the error message P051 when accessing the policies below.

We were able to access these policies in our systems and there was no error message. Could you kindly sign into your Direct (Advisor Solutions) profile and let us know if you’re still seeing this error message? If so, please reply to this email with a screenshot of the error page including the URL at the top of the webpage for investigation.


 


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Admin <admin@gribbenfinancialgroup.ca> 
Sent: December 1, 2025 3:31 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Seg Fund Policies not showing on Workspace

Good afternoon, I need your assistance accessing the 4 new Canada Life Segregated Funds policies below: Nadine Davies – 411263866 and 411263874 John White – 411261100 and 411261340 All of the policies have been fully funded, and

Good afternoon,

I need your assistance accessing the 4 new Canada Life Segregated Funds policies below:
Nadine Davies – 411263866 and 411263874 
John White – 411261100 and 411261340  
All of the policies have been fully funded, and they all show the error below

 

If you need additional information, please do not hesitate to contact me.

Thanks,

Ana Miranda
Advisor Assistant
Gribben Financial Group Inc.
admin@gribbenfinancialgroup.ca
(416) 499-5105 Ext.223",True,2025-12-02T18:44:09.000+0000,False,False,005OH0000097FtCYAU,2025-12-02T18:44:09.000+0000,005OH0000097FtCYAU,2025-12-03T18:06:22.000+0000,005OH0000097FtCYAU,2025-12-03T18:06:22.000+0000,(416) 499-5105,(416) 931-3506,sharon@gribbenfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3HOXYA2,False,,24204252,0030A0000029iQdQAI,0010A000002w69zQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User requesting form for change of representative,Medium,"****DDS****12/02/25 

User is unable to access WS and so cannot access forms - user prefers to get the form via email and not looking to access WS
As per KB0019288, user was referred to CSC. User was advised to call back to resolve the login issue (as user is yet to complete the registration process) 
 
============================================================================================= 
 
****Email Chain****

Bonjour François,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le formulaire de changement de représentant. 

Comme vous n’avez pas accès à l’Espace Affaires où vous pouvez télécharger ce formulaire, vous avez été connecter au département Centre de Service à la Clientèle (CSC) pour vous envoyer ce formulaire par courriel. Lorsque vous avez un peu de temps, veuillez nous contacter pour résoudre le problème d’accès sur l’Espace Affaires.

Service à la Clientèle : 1-888-252-1847

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T18:13:36.000+0000,False,False,005OH0000097FtCYAU,2025-12-02T17:55:16.000+0000,005OH0000097FtCYAU,2025-12-02T18:15:23.000+0000,005OH0000097FtCYAU,2025-12-02T18:15:23.000+0000,(418)774-1428,,contact@assurancesfrancoisveilleux.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3Ie2YAE,False,,24209140,0030A0000029iWrQAI,0010A000002w6ElQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Demande de rappel tel,Medium,"Caller requested to be transferred to DDS Natasha, as their call was cut. Provided case number C24180011

>>>Reached out to Natasha and provided the caller's phone number for a call-back and the case number.
#450-973-2424 POSTE 160",True,2025-12-02T19:08:52.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T19:02:14.000+0000,005OH00000AbCcLYAV,2025-12-02T19:09:26.000+0000,005OH00000AbCcLYAV,2025-12-02T19:09:26.000+0000,(450)973-2424X200,,dominic.paquette@partenaire-conseils.com,(450)973-4585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3JoZYAU,False,,24206246,0030A0000029j3AQAQ,0010A000002w6cWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call back request,Medium,"Caller received an email from DDS  Vinh H. and was inquiring about the object of the email.
Caller couldn't provide a case/INC number
>>>Reached out to Vinh and provided the caller's phone number for a call-back.
#250-718-7232 EXT 102",True,2025-12-02T18:30:24.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T18:22:06.000+0000,005OH00000AbCcLYAV,2025-12-02T18:30:59.000+0000,005OH00000AbCcLYAV,2025-12-02T18:30:59.000+0000,(778)574-0660,,trent.calder@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3MOFYA2,False,,24206663,003G0000018f76aIAA,0010A000002wP9uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't complete a simple protect application  - INC1923621,Medium,"Caller Name: FRANCO CALIGIURI
Advisor or support staff: Advisor 
Advisor Code: F3582
Advisor Name: FRANCO CALIGIURI	
Phone: (778) 836-8060
Email: franco@wealthviser.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Simple Protect Term Application. Can't proceed on 1 page, doesn't proceed to next. 

FINDINGS: 
DID A LOG ME IN SESSION: Application ID: 60923978-6 next button is red, not greyed. stuck in the Existing coverage section 
tried checking other options/unchecking and confirmed the existing policy is K113664T is valid.

Call assist spoke to Johnathan at assist, he took over the screen and we had a look and found some extensions might be causing the issue.
advised Franco to remove them and try again. he didn't want to delete them so he turned them all off, signed out, closed the browser, tried again, no luck
we tried on Edge browser which did have the extensions, he removed them completely, closed edge, re-opened and tried again. didn't work


RESOLUTION: Escalating as per Jonathan. Sent an email 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001b02HQAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028xMkQAI%26cntc%3D0030A0000028xMkQAI%26id%3D0050A000001b02HQAQ

--------------------------------------***DDS 12/02/2025***--------------------------
RESOLUTION FOR THIS CASE/MESSAGE FROM DDS SERVICE LEADERS/SAMANTHA
--------------------------------------***DDS 12/02/2025***--------------------------

Hello Franco,

Thank you for your patience while our digital partners investigate the issue you had completing your client’s application.

The issue should now be resolved. Please confirm if you are now able to proceed with completing this application.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 2, 2025 1:26 PM
To: Caligiuri, Franco <franco@wealthviser.com>
Subject: Case#24206663 - Can't complete a simple protect application

Hello Franco,

Thank you for contacting Workspace Support today regarding not being to complete your Simple Protect Application ID: 60923978-6.

During our LogMeIn session,  we found you had some Chrome browser extensions that may potentially be preventing you from moving forward in the application. 

You temporarily disabled them on Chrome however this didn’t help; we also tried on Microsoft Edge without any luck. 

As discussed, I’ve escalated this issue for you to have our digital lab further investigate and they will provide you with further updates.

Thanks for your patience in advance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T19:27:04.000+0000,False,False,005OH000002iN7pYAE,2025-12-02T18:28:17.000+0000,005OH00000AUS7aYAH,2025-12-03T22:04:29.000+0000,005OH000002iN7pYAE,2025-12-03T22:04:29.000+0000,(778)372-8354,(778) 836-8060,franco@wealthviser.com,(613)591-0338,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3PvmYAE,False,,24210990,0030A00000CjtnMQAR,0010A00000DLXmTQAX,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Advisor is getting the Error: ERR-P202 when trying to access Policy 90108746 in Workspace. - INC1924991,Medium,"*** DDS 05DEC2025 ***
aligned to inactive comp code, referred to C&C per DAS

*** DDS 02DEC2025 ***
INC1924991 submitted

***DDS Dec.2/2025***
Advisor is getting the Error: ERR-P202 when trying to access Policy 90108746 in Workspace. Responded to user and advised this has been escalated for further review. Gathered all the necessary information required to investigate this further and forwarded it to the WorkspaceServiceLeaders@canadalife.com email.

REF KB: KB0021789  

*****Email*****

Hello Emily,

We have heard back from our Digital Hub team, and they have determined that the reason that you are unable to view product details for this policy is because it is aligned with an inactive comp code. Please reach out to contracts&compensation@canadalife.com to request that the policy is re-aligned to your active code. After the product is re-aligned, policy details will be visible in Workspace in 5-7 days. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Emily,

Thanks for contacting the Workspace Support team regarding the Error: ERR-P202 message you are receiving when trying to access the client’s policy in Workspace.

We have gone ahead and escalated this to our Digital Technical Lab Team for review. We will reach back out to you as soon as we have more information on this matter.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: EMILY CAO <emicao@gmail.com> 
Sent: December 1, 2025 5:43 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] I can't see the client's details online - Case - 24210990

Hi, I have a problem with this client. I can't see the details about her seg-funds( attached). Sincerely regards, Ming Chun( Emily ) Cao Insurance & Financial Advisor Cell: 604-358-3215 emicao@ gmail. com                                 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

I have a problem with this client. I can't see the details about her
seg-funds( attached).


Sincerely regards,
Ming Chun( Emily ) Cao
Insurance & Financial Advisor
Cell: 604-358-3215
emicao@gmail.com",True,2025-12-05T14:37:57.000+0000,False,False,005OH000006wv2TYAQ,2025-12-02T19:26:46.000+0000,005OH00000BFQFBYA5,2025-12-05T14:37:57.000+0000,005OH000006wv2TYAQ,2025-12-05T14:37:57.000+0000,(604)358-3215,,emicao@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3QLSYA2,False,,24208396,0035o000005y31QAAQ,0015o000006VtsnAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reconnect Authenticator,Medium,"•	Reason for call: Reconnect Authenticator
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication KBA
=================================
Hello Qin, 

Thank you for contacting Workspace Support. It was our pleasure in helping you reconnect your Authenticator app to Workspace. 

Your voice matters. Let us know what you thought about the service by filling out a survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T18:55:20.000+0000,False,False,005OH00000BFQFGYA5,2025-12-02T18:52:10.000+0000,005OH00000BFQFGYA5,2025-12-02T18:55:20.000+0000,005OH00000BFQFGYA5,2025-12-02T18:55:20.000+0000,(780)863-9188,,annalu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3RPVYA2,False,,24205870,0031600002cIySYAA0,0010A000002wOKOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm,Medium,,True,2025-12-02T18:21:12.000+0000,False,False,005OH000006uYrkYAE,2025-12-02T18:17:20.000+0000,005OH000006uYrkYAE,2025-12-02T18:21:12.000+0000,005OH000006uYrkYAE,2025-12-02T18:21:12.000+0000,(647)980-2456,(647) 980-2456,karlee@kvand.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3RRAYA2,False,,24207037,003G0000018f7rzIAA,0010A000002wPyGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-document error,Medium,"user reached out with document error code.
this is known issue that has been address and resolute.
email=======
Bonjour Elaine,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis message d’erreur sur l’espace d’affaire.

Il s’agissait d’un problème affectant plusieurs utilisateurs, je suis heureux de vous informer que ce problème a maintenant été résolu.

Vous devriez être en mesure de soumettre le document sur l’espace de travail.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Elaine Frenette <elaine.frenette@bltheroux.qc.ca> 
Sent: December 2, 2025 8:58 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Incapable de soumettre des formulaires pour changement de bénéficiaire

Bonjour, J’ai essayé de soumettre le formulaire de changement de bénéficiaire pour le client Maurice Barabé et j’ai le message suivant, même problème pour une demande de changement de nom. Merci et bonne journée ! Elaine Frenette,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

J’ai essayé de soumettre le formulaire de changement de bénéficiaire pour le client Maurice Barabé et j’ai le message suivant, même problème pour une demande de changement de nom.

 

Merci et bonne journée !

Elaine Frenette,
Adj. Service clientèle
Benoit & Léo Théroux inc.
76, rue du Roi
Sorel-Tracy (Québec)  J3P 4M8
Tél. : (450) 743-0035 poste 126 / 1-800-563-0035
www.bltheroux.qc.ca   Suivez-nous sur  
  
Devez-vous vraiment imprimer ce courriel ? Pensons à l'environnement ... 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-02T18:33:30.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-02T18:33:30.000+0000,005OH00000AZ3ZxYAL,2025-12-02T18:34:02.000+0000,005OH00000AZ3ZxYAL,2025-12-02T18:34:02.000+0000,(450)743-0035X24,(450) 780-3050,benoit.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3SF7YAM,False,,24205966,0030A0000029VXzQAM,0010A000002vvR1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T18:18:35.000+0000,False,False,005G0000002gyDJIAY,2025-12-02T18:18:35.000+0000,005G0000002gyDJIAY,2025-12-02T18:18:36.000+0000,005G0000002gyDJIAY,2025-12-02T18:18:36.000+0000,(306)280-1804,,vic@jdon.ca,(306)242-1804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3TkhYAE,False,,24206580,003G000001veLuUIAU,0010A000002wT4CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,,True,2025-12-02T18:30:54.000+0000,False,False,005OH000006uYrkYAE,2025-12-02T18:27:14.000+0000,005OH000006uYrkYAE,2025-12-02T18:30:54.000+0000,005OH000006uYrkYAE,2025-12-02T18:30:54.000+0000,(905)999-9791,(905) 999-9791,christopher.stoyko@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3U8uYAE,False,,24207200,0030A000008YZ9DQAW,0010A000009SzT2QAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New Business Application,Medium,"*** DDS Dec 2nd, 2025 ***
User wanted to find application that was started. Indicated how to find it in New Business App. Redirected to RSA for processes questions.
==============
Bonjour Julien,

C’était un plaisir de vous parler aujourd’hui au sujet d’une proposition existante Nouvelles Affaires.

Durant notre appel, je vous ai indiqué comment trouver cette proposition existante.

Pour plus d’information sur le processus de soumission vous pouvez contacter votre Directrice Régionale des Ventes (Assurances), Marie-Claire Jobson, à marie-claire.jobson@canadavie.com ou par téléphone au (581) 705-4165.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-02T18:44:19.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T18:35:42.000+0000,005OH00000AbJ7aYAF,2025-12-02T18:48:23.000+0000,005OH00000AbJ7aYAF,2025-12-02T18:48:23.000+0000,(819)373-0365,,julien@julienfc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3UgrYAE,False,,24210497,0030A000005cvRHQAY,0010A000006MtQpQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*** DDS Dec 2nd, 2025 ***
Authenticated with rotation 2, then disconnected old MFA, connected new MFA and user signed in correctly.
=============
Bonjour Annik,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, j’ai déconnecté l’authentificateur précédent et vous ai aidé à connecter à nouveau Microsoft Authenticator. Au final vous vous êtes connectée avec succès.

C’était un plaisir de vous aider aujourd’hui pourréinitialiser la connexion à Microsoft Authenticator. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-02T19:27:59.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T19:20:05.000+0000,005OH00000AbJ7aYAF,2025-12-02T19:29:20.000+0000,005OH00000AbJ7aYAF,2025-12-02T19:29:20.000+0000,(418)332-0446,,info@sfagrimard.ca,(418)449-1268,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3UyXYAU,False,,24210963,0030A0000029mhmQAA,0010A000002w9gIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access and RepNet unlock err- w1285-,Medium,"******DDS***** 12/02/2025
User called as they were getting err code 1285. DDS authenticated and did a password reset for user id. Then walked user through a successful sign in. 

REF: KB0021888, KB0020858

*****email chain*****

Hello Kang, 

     It was a pleasure assisting you today with a password reset for your user id and walking you through a successful workspace sign in. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T19:42:13.000+0000,False,False,005OH00000BFQFHYA5,2025-12-02T19:26:23.000+0000,005OH00000BFQFHYA5,2025-12-02T19:42:13.000+0000,005OH00000BFQFHYA5,2025-12-02T19:42:13.000+0000,(778)855-3998,,williamchen1971@yahoo.com,(604)278-0133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3Z73YAE,False,,24210844,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre inquiry,Medium,"****DDS****12/12/25 

User had contacted Quadrus but got no feedback till date
CC'ed Quadrus in the email for more assistance since we do not handle issues related to IC

****DDS****12/11/25 
User informed us they are yet to get a call from Quadrus, advised user they will have to contact them directly as mentioned in the previous email
Provided user with the email address for Quadrus assistance as per KB0023331

****DDS****12/02/25 

User keeps getting error message when trying to submit request for a new client in IC
Referred user to Quadrus support as per KB0023324
============================================================================================= 
 
****Email Chain****

Bonjour,

Merci pour votre courriel.

J'ai ajouté le département Quadrus à ce courriel pour vous aider davantage.

Salut @Wealth Reporting Support, pourriez-vous aider Lizakim avec le problème technique dans Centre d’Investissement?



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Lizakim Théroux <lizakim.theroux@bltheroux.qc.ca> 
Sent: December 11, 2025 1:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Centre d'Investissement - Cas 24210844

Bonjour, Lors de mon appel récent, il m’a été indiqué que ma demande serait escaladée et que je recevrais un courriel dans trois jours ouvrables et que je n’avais pas à transmettre ma demande. Cependant, le problème sur mon compte n’est toujours
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Lors de mon appel récent, il m’a été indiqué que ma demande serait escaladée et que je recevrais un courriel dans trois jours ouvrables et que je n’avais pas à transmettre ma demande. Cependant, le problème sur mon compte n’est toujours pas résolu.
On m’a précisé que le problème vient de l’interface de mon compte et qu’il doit être corrigé. Au départ, j’avais contacté le numéro du centre d’investissement et c’est eux qui m’ont donné le numéro du soutien technique d’espace affaires.
Jusqu’ici, aucune action concrète n’a été effectuée.

Merci de votre retour.

Lizakim Théroux,
Conseillère en sécurité financière 
Conseillère en régimes de rentes collectives 
Représentante en investissement avec Quadrus

Benoit & Léo Théroux inc.
76, rue du Roi
Sorel-Tracy (Québec)  J3P 4M8
Tél.: (450) 743-0035, poste 129 / 1-800-563-0035  / fax.: (450) 743-4528
lizakim.theroux@bltheroux.qc.ca    -    www.bltheroux.qc.ca

Suivez-nous sur  
 
 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. // The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 11 décembre 2025 15:10
À : Lizakim Théroux <lizakim.theroux@bltheroux.qc.ca>
Objet : RE: Centre d'Investissement - Cas 24210844

Bonjour Lizakim,

Le courriel précédent indiquait de contacter l’équipe Soutien Quadrus pour les problèmes techniques liées à cette plateforme.
Soutien Quadrus : 1-888-532-3322. Vous pouvez aussi les contacter par courriel pour plus d’assistance : wealthreportingsupport@canadalife.com.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 







From: Lizakim Théroux <lizakim.theroux@bltheroux.qc.ca> 
Sent: December 11, 2025 9:48 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Centre d'Investissement - Cas 24210844

Bonjour, Je fais un suivi avec vous, car personne ne m’a contacté encore et le problème persiste toujours dans le centre d’investissement. Merci, Lizakim Théroux, Conseillère en sécurité financière Conseillère en régimes de rentes collectives

Bonjour,

Je fais un suivi avec vous, car personne ne m’a contacté encore et le problème persiste toujours dans le centre d’investissement.

Merci,

Lizakim Théroux,
Conseillère en sécurité financière 
Conseillère en régimes de rentes collectives 
Représentante en investissement avec Quadrus

Benoit & Léo Théroux inc.
76, rue du Roi
Sorel-Tracy (Québec)  J3P 4M8
Tél.: (450) 743-0035, poste 129 / 1-800-563-0035  / fax.: (450) 743-4528
lizakim.theroux@bltheroux.qc.ca    -    www.bltheroux.qc.ca

Suivez-nous sur  
 
 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. // The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 2 décembre 2025 16:29
À : Lizakim Théroux <lizakim.theroux@bltheroux.qc.ca>
Objet : Centre d'Investissement - Cas 24210844

Bonjour Lizakim,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le code d’erreur sur la plateforme Centre d’Investissement.

Comme mentionné lors de notre appel, veuillez contacter le Soutien Quadrus pour les problèmes techniques liées à cette plateforme.
Soutien Quadrus : 1-888-532-3322


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T17:29:14.000+0000,False,False,005OH0000097FtCYAU,2025-12-02T19:24:42.000+0000,005OH0000097FtCYAU,2025-12-12T17:29:15.000+0000,005OH0000097FtCYAU,2025-12-13T02:02:28.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3aXeYAI,False,,24208138,0030A0000029nKoQAI,0010A000002wADmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T18:48:46.000+0000,False,False,005G0000002gyDJIAY,2025-12-02T18:48:46.000+0000,005G0000002gyDJIAY,2025-12-02T18:48:46.000+0000,005G0000002gyDJIAY,2025-12-02T18:48:46.000+0000,(204)943-6828,,paul.chabot@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3cnxYAA,False,,24207736,0030A0000029laWQAQ,0010A000002w8jQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,FASAT Link Missing,Medium,"Advisor is calling to get an update on Case-24168878. They are informed that there is no update yet. Once we have more information, we will send them an email.",True,2025-12-02T18:52:41.000+0000,False,False,005OH00000BFiyTYAT,2025-12-02T18:43:19.000+0000,005OH00000BFiyTYAT,2025-12-02T18:52:42.000+0000,005OH00000BFiyTYAT,2025-12-02T18:52:42.000+0000,(204)489-1308,,barry@twerdunwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3d8vYAA,False,,24207803,003G0000018f7BmIAI,0010A000002wPFkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-12-02T18:45:08.000+0000,False,False,005OH000006uYruYAE,2025-12-02T18:44:12.000+0000,005OH000006uYruYAE,2025-12-02T18:45:08.000+0000,005OH000006uYruYAE,2025-12-02T18:45:08.000+0000,506-853-6111,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3dKDYAY,False,,24207823,0030A0000029VbOQAU,0010A000002vvU1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (3)
-Las login date: Ok
-Firm/MGA name: Ok
-Used LogMeIn? No
-Advisor code(s): D3473/D3472/F6569


Call details: Caller is not receiving their MFA verification code.
>>>We disconnected their MFA. reconnected it and then logged them out and back in to make sure that they are receiving the verification code.

--------------------------------------------EMAIL--------------------------------
Good day Tania,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we disconnected your authenticator  and reconnected it, then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T18:58:12.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T18:44:28.000+0000,005OH00000AbCcLYAV,2025-12-02T18:58:12.000+0000,005OH00000AbCcLYAV,2025-12-02T18:58:12.000+0000,(705)742-7331X1,(289) 927-4006,paul@harbrfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3fHDYAY,False,,24208715,0030A0000029WP4QAM,0010A000002vw8bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA issue,Medium,"****DDS****12/02/25 

ASA called to confirm advisor's phone number on file - authenticated as per KB0021888 
Advised ASA we will need to speak with the advisor directly regarding their MFA setup and/or other changes

============================================================================================= 
 
****Email Chain****

Bonjour Anny,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le numéro de téléphone de votre conseiller.

Comme mentionné lors de l’appel, nous devrons parler au conseiller (Patrick) directement concernant le problème d’accès sur son compte Espace Affaires et aussi avant de faire des modifications sur son dossier.

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T19:07:56.000+0000,False,False,005OH0000097FtCYAU,2025-12-02T18:56:55.000+0000,005OH0000097FtCYAU,2025-12-02T19:14:01.000+0000,005OH0000097FtCYAU,2025-12-02T19:14:01.000+0000,(819)758-9401,,patrick@premiereavenue.ca,(819)758-9190,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3fR2YAI,False,,24213118,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Assist Line Inquiry,Medium,Called Assist Line regarding case# 24210844,True,2025-12-02T21:33:03.000+0000,False,False,005OH0000097FtCYAU,2025-12-02T19:55:33.000+0000,005OH0000097FtCYAU,2025-12-02T21:33:03.000+0000,005OH0000097FtCYAU,2025-12-13T02:02:28.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3fU5YAI,False,,24208198,003OH00000LGTraYAH,001OH00000PuOquYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 2nd, 2025 ***
User wants to reset MFA. Authenticated with rotation 2, disconnected old MFA and helped connect new one. Sign in successful.
=============
Good morning Tanner,

It was a pleasure speaking with you today and helping you reset your authenticator method.

During our call, I disconnected the old Authenticator link and helped you connect to your new Authenticator app on your phone. In the end you signed in successfully.

I’m glad I was able to assist you today resetting this authenticator. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T18:58:52.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T18:49:41.000+0000,005OH00000AbJ7aYAF,2025-12-02T18:58:52.000+0000,005OH00000AbJ7aYAF,2025-12-03T17:30:38.000+0000,(204)730-8880,,tanner.pateman@insureline.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3fltYAA,False,,24210535,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA issue,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name, licence province: Ok
-Used LogMeIn? No
-Advisor code(s): C7943

Call details: Caller recently changed their mobile device and would like to reconnect their MFA in their new device. Caller also inquired about IC.
>>>Disconnected and reconnected MFA, provided WRS contact.


-------------------------------------------------EMAIL------------------------------------------------------
Bonjour Sebastien, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Ce fut un plaisir de parler avec vous au téléphone plus tôt concernant votre accès à l’Espace affaires et la configuration de votre authentificateur.

Pour récapituler les étapes effectuées :
•	Nous avons déconnecté l’authentificateur de votre ancien téléphone portable.
•	Nous l’avons ensuite reconnecté sur votre nouveau téléphone.
•	Enfin, nous vous avons déconnecté puis reconnecté afin de vérifier que vous recevez bien le code d’authentification.

Concernant vos questions sur le centre d’investissement, veuillez contacter l’équipe IC/WRS au : 1-888-532-3322

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T19:39:18.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T19:20:31.000+0000,005OH00000AbCcLYAV,2025-12-02T19:39:18.000+0000,005OH00000AbCcLYAV,2025-12-02T19:39:18.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3fnUYAQ,False,,24212043,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,confirm process,Medium,,True,2025-12-02T19:42:41.000+0000,False,False,005OH000006uYrkYAE,2025-12-02T19:40:19.000+0000,005OH000006uYrkYAE,2025-12-02T19:42:41.000+0000,005OH000006uYrkYAE,2025-12-02T19:42:41.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3i0YYAQ,False,,24209232,0030A00000Bt3BoQAJ,0010A00000CUCwiQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERROR- orchid,Medium,"**************Dec.02/25************************
KB0022199  - User is receiving an error message when trying to submit an Simple Protect application- Orchid 
Called Assist- escalated to L2 (Jeremie) 

**********Dec.03/25****************
Issue resolved on it's own, when user reopened it the next day. 
Full name: CHARLOTTE ELIZABETH ANDERSON 
Email: chelsey@infinitiwealth.com 
Code of caller: W6179 
Application- 60924144-6 (Juvinile Par) 
Advisor code of application- W6128
Phone: 604-668-6535 Ext.4 
URL: 0030A00000BtcKRQAZ 

**************************************************


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 3:11 PM
To: Anderson, Charlotte <charlotte@wealthsensefinancial.com>
Subject: RE: Workspace Support C24209232- Simple Protect

Hey, Charlotte

That is great to hear, thank you for your patience with this matter. It was greatly appreciated.

If you have any questions or need further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Charlotte Anderson <charlotte@wealthsensefinancial.com> 
Sent: December 3, 2025 1:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Support C24209232- Simple Protect

Hello, Please note that I was able to submit the application through the Simple Protect dashboard this morning without an error message popping up, so this appears to have resolved on its’ own. Charlotte Anderson Associate Advisor, CFP WEALTHSENSE
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Please note that I was able to submit the application through the Simple Protect dashboard this morning without an error message popping up, so this appears to have resolved on its’ own.

Charlotte Anderson
Associate Advisor, CFP
WEALTHSENSE FINANCIAL GROUP INC. 
Investment Representative, Quadrus Investment Services Ltd.
T: 604-688-6535 ext 4 ; F: 778-945-8399
E: charlotte@wealthsensefinancial.com ; W: www.wealthsensefinancial.com
Suite 310 - 1650 West 2nd Avenue, Vancouver, BC  V6J 1H4 
Do you know anyone that would be interested in meeting with a financial planner? 
Please send them our new short video on How WSF Can Help You.  Thank you!

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Tuesday, December 2, 2025 11:23 AM
To: Charlotte Anderson <charlotte@wealthsensefinancial.com>
Subject: Workspace Support C24209232- Simple Protect

Good afternoon, Charlotte
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today reading Simple Protect!
 
Regarding your Simple Protect application (60924144-6), we have escalated the issue to the Digital team. Thank you for your patience as we investigate this matter as soon as we get an update, we will reach out to you. 
 
If you have any questions or need further assistance, we’re here to help. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T20:13:06.000+0000,False,False,005OH00000BG5v4YAD,2025-12-02T19:03:27.000+0000,005OH00000BG5v4YAD,2025-12-03T20:13:06.000+0000,005OH00000BG5v4YAD,2025-12-03T20:13:06.000+0000,(604)688-6535X4,,charlotte@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3iVBYAY,False,,24208711,003G0000018f77WIAQ,0010A000002wPAqQAM,,,,,,,012OH000000ijW5YAI,Open,,Email,,Merge,Medium,"*12/4* 
----------------

First Name:Virginia
Middle Name
Last Name: Tupper
DOB:7/9/1955
Policy #'s:
60889174T CIIP3 
F745319860 PMUTF
Company:  London Life and Canada Life
CIS Client ID:
CLNTID: 0156998284
CLNTID: 0007192098
URL for records:
https://workspace.canadalife.com/workspace/s/account/001OH00000ddXUFYA2/virginia-lori-tupper
https://workspace.canadalife.com/workspace/s/account/001OH00000VmzcFYAR/virginia-tupper
Screenshot of any error messages



001OH00000ddXUFYA2
60889174T CIIP3 
CLNTID: 0156998284
001OH00000VmzcFYAR
F745319860 PMUTF
CLNTID: 0007192098

no visible issues, confirmed in CIS

001OH00000TdaNvYAJ - prospect

https://workspace.canadalife.com/workspace/s/account/001OH00000ddXUFYA2/virginia-lori-tupper
https://workspace.canadalife.com/workspace/s/account/001OH00000VmzcFYAR/virginia-tupper
https://workspace.canadalife.com/workspace/s/account/001OH00000TdaNvYAJ/virginia-tupper

Arina Rybalchenko <arina@axisfinancial.ca>

*email*
----------------",False,,False,False,005OH000008919xYAA,2025-12-02T18:56:51.000+0000,005OH000008919xYAA,2025-12-04T18:13:21.000+0000,005OH000008919xYAA,2025-12-04T18:13:21.000+0000,(506)857-6835,,andre@axisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3jHZYAY,False,,24208849,0030A0000029cyRQAQ,0010A000002w1ZDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T18:58:45.000+0000,False,False,005OH00000865wTYAQ,2025-12-02T18:58:45.000+0000,005OH00000865wTYAQ,2025-12-02T18:58:45.000+0000,005OH00000865wTYAQ,2025-12-02T18:58:45.000+0000,(780)448-1988,,rhonda.osmond-gejdos@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3jhPYAQ,False,,24210263,0035o0000042pkwAAA,0015o000004dovXAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Caller raise Incident to Escalations channel for support and an update regarding INC1875075,Medium,"***DDSSL Dec 2 2025***

jade had requested an update for this incident.
This has been raised directly to he mentioned advisors NBC representatives and the illustrations team are waiting for a response 

===Email Chain===

Good afternoon Jade, 

Thank you for contacting the Workspace Escalations team. We understand that you are requesting an update concerning the issue that the mentioned advisor has been facing concerning an inforce illustration. We are happy to assist you with this matter. 
This issue has been raised to the Illustrations technical team, and this has been determined to be a known limitation with the web illustrations portal. 
The latest update was made on November the 28th, where the Illustrations team have reached out directly to Angelo and Sarah and are awaiting a response from them. 

Please see the attached email thread or reference. 

If you have additional questions or require further support, please do not hesitate to let us know.
Thank you and have a great day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Watson, Jade <Jade.Watson@canadalife.com> 
Sent: December 2, 2025 12:37 PM
To: WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Subject: FW: Private & Confidential: 69080817D - Jessica Jac******** decision ***URGENT assistance please - SF Case #24092536

Hello, 

I believe on the 27th of November this request was handled and we engaged the “digital lab team”. I am unclear what the actions have been since this message (below). Can you provide an update?

Jade Watson
Associate Manager | New Business Underwriting and Operations
Phone: 226-316-1658 Jade.Watson@canadalife.com 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: McFarlane, Janice <janice.mcfarlane@canadalife.com> 
Sent: December 2, 2025 10:01 AM
To: Watson, Jade <Jade.Watson@canadalife.com>
Subject: RE: Private & Confidential: 69080817D - Jessica Jac******** decision ***URGENT assistance please - SF Case #24092536

Good morning, Jade
We are still waiting on this… 
Does the advisor need the illustration to have the DI policy issued?
If yes, can you give a nudge please?
Thank you, Janice 


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 1:30 PM
To: McFarlane, Janice <janice.mcfarlane@canadalife.com>; Nairn, Tricia <tricianairn@securafinancial.com>
Cc: Swift, Mark <Mark.Swift@canadalife.com>; Watson, Jade <Jade.Watson@canadalife.com>; Higgs, Brock <brockhiggs@securafinancial.com>; Hilborn, Jessica <Jessica.Hilborn2@canadalife.com>
Subject: RE: Private & Confidential: 69080817D - Jessica Jac******** decision ***URGENT assistance please - SF Case #24092536

Hi Janice/Tricia,

Thank you both for confirming! 

We will forward this to our Digital Lab Team as High Priority – updating here once we have more information. 

As always, the Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516 should you have any other questions!

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: McFarlane, Janice <janice.mcfarlane@canadalife.com> 
Sent: November 27, 2025 11:17 AM
To: Nairn, Tricia <tricianairn@securafinancial.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Swift, Mark <Mark.Swift@canadalife.com>; Watson, Jade <Jade.Watson@canadalife.com>; Higgs, Brock <brockhiggs@securafinancial.com>; Hilborn, Jessica <Jessica.Hilborn2@canadalife.com>
Subject: RE: Private & Confidential: 69080817D - Jessica Jac******** decision ***URGENT assistance please - SF Case #24092536
Importance: High

Just to clarify, the product minimum is $1000 so that would be the first value (default in the software).

Expected FIO Range (i.e. $1000 - $13,200): 


From: Tricia Nairn <tricianairn@securafinancial.com> 
Sent: November 27, 2025 1:09 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; McFarlane, Janice <janice.mcfarlane@canadalife.com>
Cc: Swift, Mark <Mark.Swift@canadalife.com>; Watson, Jade <Jade.Watson@canadalife.com>; Higgs, Brock <brockhiggs@securafinancial.com>; Hilborn, Jessica <Jessica.Hilborn2@canadalife.com>
Subject: [EXT] RE: Private & Confidential: 69080817D - Jessica Jac******** decision ***URGENT assistance please - SF Case #24092536
Importance: High

Hi there! CORRECT – FIO range should be $13,200. 00 Tricia Tricia Nairn Insurance Business Specialist | Secura Financial Group Quadrus Investment Services Ltd. From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Thursday, November
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there!

CORRECT – FIO range should be $13,200.00

Tricia

Tricia Nairn
Insurance Business Specialist | Secura Financial Group 
Quadrus Investment Services Ltd.
 
 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Thursday, November 27, 2025 12:54 PM
To: McFarlane, Janice <janice.mcfarlane@canadalife.com>
Cc: Swift, Mark <Mark.Swift@canadalife.com>; Watson, Jade <Jade.Watson@canadalife.com>; Tricia Nairn <tricianairn@securafinancial.com>; Brock Higgs <brockhiggs@securafinancial.com>; Hilborn, Jessica <Jessica.Hilborn2@canadalife.com>
Subject: FW: Private & Confidential: 69080817D - Jessica Jac******** decision ***URGENT assistance please - SF Case #24092536
Importance: High

Hi Janice,

Thank you for reaching out to Workspace Support! 

We’re sorry to hear that there is an issue with the FIO amount displayed in Web Illustrations that is preventing this policy from being issued. 

To help us resolve this as quickly as possible, could you please confirm the following information: 

Policy Number: 69080817D
Policy Kind: Individual critical illness/disability policy
Product Type: Critical Illness/Disability Insurance
Client Name: JESSICA JACKLIN
Asset Owner: Brock Higgs (ADSL Advisor Code: F4523)
Policy Status: Pending
Expected FIO Range (i.e. $? - $13,200): 

Once confirmed – we will escalate this to our Digital Lab Team and will update you here as soon as possible!
In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: McFarlane, Janice <janice.mcfarlane@canadalife.com> 
Sent: November 26, 2025 3:22 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Swift, Mark <Mark.Swift@canadalife.com>; Watson, Jade <Jade.Watson@canadalife.com>; Nairn, Tricia <tricianairn@securafinancial.com>; Higgs, Brock <brockhiggs@securafinancial.com>; Hilborn, Jessica <Jessica.Hilborn2@canadalife.com>
Subject: FW: Private & Confidential: 69080817D - Jessica Jac******** decision ***URGENT assistance please 
Importance: High

Good afternoon,
The decision for this policy was sent on November 21st.
Please see a copy/paste of the email here, from lower down in the thread, that we sent Monday for your convenience.
@Workspace Support this illustration is required to issue the policy – please handle with urgency.
Thank you for your assistance, Janice 

From: Tricia Nairn <tricianairn@securafinancial.com> 
Sent: November 24, 2025 9:43 AM
To: Campbell, Sarah <Sarah.Campbell@canadalife.com>; Higgs, Brock <brockhiggs@securafinancial.com>
Cc: McFarlane, Janice <janice.mcfarlane@canadalife.com>
Subject: [EXT] RE: Private & Confidential: 69080817D - Jessica Jac******** decision 

Hi Sarah,

We are encountering an issue with the illustration software it is only allowing us to choose a maximum FIO amount of $4500 when what should be available is $13,200 assuming the maximum issue limits for 3A are still a max benefit of $15,000.

Ideally we would like to max out her ADO.

 

 

Tricia Nairn
Insurance Business Specialist | Secura Financial Group 
Quadrus Investment Services Ltd.
 
 


From: Hilborn, Jessica <Jessica.Hilborn2@canadalife.com> 
Sent: November 26, 2025 4:26 PM
To: Direct <advisors workspacesupport@canadalife.com>
Cc: Swift, Mark <Mark.Swift@canadalife.com>; Watson, Jade <Jade.Watson@canadalife.com>; McFarlane, Janice <janice.mcfarlane@canadalife.com>; Nairn, Tricia <tricianairn@securafinancial.com>; Higgs, Brock <brockhiggs@securafinancial.com>
Subject: RE: Private & Confidential: 69080817D - Jessica Jac******** decision ***URGENT assistance please 
Importance: High

Hi Janice,

Thank you so much for your time today to discuss the issue your office is encountering with the illustration software and the FIO benefit.

Since the underwriter has confirmed that from an underwriting perspective, there is no impact to this FIO amount as a result of this decision.

I have included our Tech Team that handles issues with Advisor tools below to analyze further.

***Advisor WorkspaceTeam – would you please review the illustration software issue for Janice and her team.  Janice has provided a screenshot below that is displaying FIO range which is suspect.

In the event that there is an issue with the illustration software for DI policies with this benefit, please assist with arranging for an updated illustration to be sent to Janice and her team so that we may proceed with the issue and placing of this policy.

Should you require anything further from me, let me know.

Regards,


Jessica Hilborn,  ALMI, ACS
New Business Coordinator | New Business Underwriting and Operations
Phone: 519-435-4901 
Toll free: 1-833-435-4901  Jessica.Hilborn2@canadalife.com

 

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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Hilborn, Jessica 
Sent: November 26, 2025 3:00 PM
To: McFarlane, Janice <janice.mcfarlane@canadalife.com>; Nairn, Tricia <tricianairn@securafinancial.com>; Higgs, Brock <brockhiggs@securafinancial.com>
Cc: Swift, Mark <Mark.Swift@canadalife.com>; Watson, Jade <Jade.Watson@canadalife.com>
Subject: FW: Private & Confidential: 69080817D - Jessica Jac******** decision 
Importance: High

Hi Team,

Thank you so much Tricia for returning my call.

As we discussed, upon closer review of Janice’s message it is clear that there appears to be a maximum amount associated with the FIO in the screenshot.

I will double check with the underwriter to confirm if the underwriting decision would impact this FIO amount.

Once I hear back, I will send an update – if there is no impact from underwriting decision, we will go to next steps.

Appreciate all your help with this case.

Regards,


Jessica Hilborn,  ALMI, ACS
New Business Coordinator | New Business Underwriting and Operations
Phone: 519-435-4901 
Toll free: 1-833-435-4901  Jessica.Hilborn2@canadalife.com

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Hilborn, Jessica 
Sent: November 26, 2025 2:31 PM
To: Watson, Jade <Jade.Watson@canadalife.com>; McFarlane, Janice <janice.mcfarlane@canadalife.com>
Cc: Swift, Mark <Mark.Swift@canadalife.com>
Subject: RE: Private & Confidential: 69080817D - Jessica Jac******** decision 

Hi Janice and Team,

Please find below the underwriter decision email that was sent out.

Let me know if you need anything further.

-------


Underwriter: angelo.phills@canadalife.com, (431-808-0255)

The underwriter has provided details in the below decision which we trust will be helpful to you in understanding the basis for this decision and to prepare you for your client meeting. However, should you have any additional questions or concerns specific to this underwriting decision, the underwriter is available to discuss this case with you.

If you have any additional inquiries, feedback, questions, or status update requests, please reach out to me, your New Business Coordinator. I will assist you further.


Underwriting Decision:

Thank you for considering Canada Life for your client’s insurance needs.  We have completed the underwriting of the application and as a result, this application has been approved on a modified basis:

•	Occupation class 3A
•	Reduced amount: $1,800.00

The client is a base occupation class 3A and not eligible for an upgrade currently. Furthermore, upon completing the financial assessment, the income allows for the reduced amount.

Calculation:
	$20,350 (T2 Corporation income)  + $4,229 (2024 T4 income)  = $24,579 + 20% (Gross Up)  = $29,495 which qualifies for $1,800 monthly income benefit.
Reconsideration:

There is no foreseen offer to reconsider at this time.

We appreciate your submission of this application and look forward to a continued partnership with you in the future.

Regards,


Jessica Hilborn,  ALMI, ACS
New Business Coordinator | New Business Underwriting and Operations
Phone: 519-435-4901 
Toll free: 1-833-435-4901  Jessica.Hilborn2@canadalife.com

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Watson, Jade <Jade.Watson@canadalife.com> 
Sent: November 26, 2025 2:16 PM
To: McFarlane, Janice <janice.mcfarlane@canadalife.com>
Cc: Swift, Mark <Mark.Swift@canadalife.com>; Hilborn, Jessica <Jessica.Hilborn2@canadalife.com>
Subject: RE: Private & Confidential: 69080817D - Jessica Jac******** decision 

Hi Janice, 
I have asked Jessica to review and help us get a response. 

Jade Watson
Associate Manager | New Business Underwriting and Operations
Phone: 226-316-1658 Jade.Watson@canadalife.com 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: McFarlane, Janice <janice.mcfarlane@canadalife.com> 
Sent: November 26, 2025 11:37 AM
To: Watson, Jade <Jade.Watson@canadalife.com>
Subject: FW: Private & Confidential: 69080817D - Jessica Jac******** decision 
Importance: High

Good morning, Jade
I wonder if you can look into this for us please?
Brock would like to present the decision as soon as possible.
Thank you, Janice 

From: Tricia Nairn <tricianairn@securafinancial.com> 
Sent: November 24, 2025 9:43 AM
To: Campbell, Sarah <Sarah.Campbell@canadalife.com>; Higgs, Brock <brockhiggs@securafinancial.com>
Cc: McFarlane, Janice <janice.mcfarlane@canadalife.com>
Subject: [EXT] RE: Private & Confidential: 69080817D - Jessica Jac******** decision 

Hi Sarah, We are encountering an issue with the illustration software it is only allowing us to choose a maximum FIO amount of $4500 when what should be available is $13,200 assuming the maximum issue limits for 3A are still a max benefit of

Hi Sarah,

We are encountering an issue with the illustration software it is only allowing us to choose a maximum FIO amount of $4500 when what should be available is $13,200 assuming the maximum issue limits for 3A are still a max benefit of $15,000.

Ideally we would like to max out her ADO.

 

 

Tricia Nairn
Insurance Business Specialist | Secura Financial Group 
Quadrus Investment Services Ltd.
 
 

From: Campbell, Sarah <Sarah.Campbell@canadalife.com> 
Sent: November 21, 2025 5:17 PM
To: Brock Higgs <brockhiggs@securafinancial.com>
Cc: McFarlane, Janice <janice.mcfarlane@canadalife.com>; Tricia Nairn <tricianairn@securafinancial.com>
Subject: RE: Private & Confidential: 69080817D - Jessica Jac******** decision 

Hi Brock,
 
Underwriter: angelo.phills@canadalife.com, (431-808-0255)
 
The underwriter has provided details in the below decision which we trust will be helpful to you in understanding the basis for this decision and to prepare you for your client meeting. However, should you have any additional questions or concerns specific to this underwriting decision, the underwriter is available to discuss this case with you.
 
If you have any additional inquiries, feedback, questions, or status update requests, please reach out to me, your New Business Coordinator. I will assist you further.
 
 
Underwriting Decision:
 
Thank you for considering Canada Life for your client’s insurance needs.  We have completed the underwriting of the application and as a result, this application has been approved on a modified basis:
 
•	Occupation class 3A
•	Reduced amount: $1,800.00
 
 
The client is a base occupation class 3A and not eligible for an upgrade currently. Furthermore, upon completing the financial assessment, the income allows for the reduced amount.
 
 
Calculation:
•	$20,350 (T2 Corporation income)  + $4,229 (2024 T4 income)  = $24,579 + 20% (Gross Up)  = $29,495 which qualifies for $1,800 monthly income benefit.
 
Reconsideration:
 
There is no foreseen offer to reconsider at this time.
 
We appreciate your submission of this application and look forward to a continued partnership with you in the future.
 
 
Thanks!
 
Sarah Campbell
New Business Coordinator | Insurance New Business Underwriting and Operations
Sarah.campbell@canadalife.com |Tel: 1-(226) 212-8009
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T19:58:53.000+0000,False,False,005OH000001yNnaYAE,2025-12-02T19:17:05.000+0000,005OH000001yNnaYAE,2025-12-02T19:58:53.000+0000,005OH000001yNnaYAE,2025-12-13T02:02:09.000+0000,(613)548-1884X225,,brockhiggs@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3jzJYAQ,False,,24216057,0030A0000029q0gQAA,0010A000002wCLOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T20:38:06.000+0000,False,False,005G0000002gxxjIAA,2025-12-02T20:38:06.000+0000,005G0000002gxxjIAA,2025-12-02T20:38:07.000+0000,005G0000002gxxjIAA,2025-12-02T20:38:07.000+0000,(819) 823-4577,,alain.c.roy@cabn.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3kP6YAI,False,,24216194,003G0000018f7KzIAI,0010A000002wPQgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 2nd, 2025 ***
User could not access Workspace as UserID was locked. Authenticated with rotation 2 and unlocked UserID. User could sign in without issues.
=============
Good afternoon Josh,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call I unlocked your UserID which enabled you to successfully sign in.

I’m glad I was able to assist you today with accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-02T20:50:26.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T20:40:06.000+0000,005OH00000AbJ7aYAF,2025-12-02T20:50:26.000+0000,005OH00000AbJ7aYAF,2025-12-02T20:50:26.000+0000,(587)896-6639,(587) 896-6639,josh@trueplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3kvDYAQ,False,,24211608,003G0000018f7UmIAI,0010A000002wPbiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor needed assistance reconnecting MFA. I disconnected the MFA, advisor will reach out if they have any issues.
*************
Hi Jennifer , thank you for contacting the workspace support today.

To recap our call, you needed to reconnect your MFA due to it being linked to your assistance. I assisted you with the reconnection. If you have any issues, feel free to let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T19:42:28.000+0000,False,False,005OH00000BFQFCYA5,2025-12-02T19:34:38.000+0000,005OH00000BFQFCYA5,2025-12-02T19:46:01.000+0000,005OH00000BFQFCYA5,2025-12-02T19:46:01.000+0000,(613)563-1281,ext 31,jburns@david-burns.com,(613)563-0443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3nY8YAI,False,,24212096,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,confirm process,Medium,,True,2025-12-02T19:41:47.000+0000,False,False,005OH000006uYrkYAE,2025-12-02T19:40:54.000+0000,005OH000006uYrkYAE,2025-12-02T19:41:47.000+0000,005OH000006uYrkYAE,2025-12-02T19:41:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3oM6YAI,False,,24210573,003G0000018f6mHIAQ,0010A000002wOo0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1285 login issue,Medium,"DEAN R FRENCH
w5426

Advisor was having Error code ERR-W1285 for workspace login. I help them to change their User Id password and then they got ERR-W1282 error. I help them to reset workspace password. This allows them to login successfully.

Hello Dean,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you were getting ERR-W1285. After authentication, I provided you temporary password for your User Id to unlock your account and you created your own user ID password. Then you got Err-W1282. We reset your workspace password. After that, you were able to login successfully.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T19:43:49.000+0000,False,False,005OH00000BFiyTYAT,2025-12-02T19:21:08.000+0000,005OH00000BFiyTYAT,2025-12-02T19:43:49.000+0000,005OH00000BFiyTYAT,2025-12-02T19:43:49.000+0000,(416)363-2424,,dean@deanfrench.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3pq3YAA,False,,24211117,0030A0000029p0wQAA,0010A000002wBYxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- unlock account and password reset,Medium,"user locked his account trying the wrong password,
authenticated user, unlocked and reset password.
KB0017399 
email=========
Bonjour Daniel,

Merci d’avoir contacté le support de l’espace concernant votre soucis accès à l'espace , J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons déverrouillé et réinitialisé votre mot de passe 

vous avez pu accéder à votre compte.

si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T19:43:46.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-02T19:28:26.000+0000,005OH00000AZ3ZxYAL,2025-12-02T19:43:47.000+0000,005OH00000AZ3ZxYAL,2025-12-02T19:43:47.000+0000,(514)236-6327,514-236-6327,daniel.raymond@sfl.ca,(450)629-2238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3t8sYAA,False,,24210710,0030A000008P3QVQA0,0010A000009IJhUQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for final authentication,True,2025-12-02T19:39:39.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T19:23:04.000+0000,005OH00000BFPZHYA5,2025-12-02T19:39:39.000+0000,005OH00000BFPZHYA5,2025-12-02T19:39:39.000+0000,(416)731-8765,(416) 731-8765,simpleinsuranceshop@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3tVVYAY,False,,24215409,003G0000018f7EOIAY,0010A000002wPJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect contingent beneficiary percentages showing in Workspace.,Medium,"***DDS Dec.16/2025***
Responded to user and directed them to reach out to the ASC and provided their contact info as the advisor or their staff must have the beneficiary info updated through them.

***DDS Dec.2/2025***
Incorrect contingent beneficiary percentages showing in Workspace for the recent application that was submitted for Grant Holle RRIF #411263171.  Asked Advisor to send in the document that was submitted that shows the correct contingent beneficiary percentages so we may investigate this further. 
** Sent to L2 forwarded the email thread that included the document that showed the correct contingent beneficiary percentages as requested.

REF KB: KB0023193  

*****Email*****

Hello Teresa,

Thank you for following up on this request. We would need to direct you to reach out to the Advisor Service Centre at 1-888-252-1847, or the Advisor Support Chat.
As these are data entry corrections that need to made at the Head Office level and are not technical issues that our Tier 2 team or the Lab can fix.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
Hello Teresa,

Thanks for contacting the Workspace Support team regarding the incorrect Contingent Beneficiary percentages that are showing in Workspace for Policy 411263171.

Can you please provide me with the application that you submitted that shows the correct Contingent Beneficiary percentages, so that I may forward that to the appropriate area to have this investigated further.

Once we receive that document, we will work towards having the Contingent Beneficiary percentages and Katharine’s name corrected to match the application.

Thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Teresa Mueller <Teresa@muellerfinancialgroup.ca> 
Sent: December 2, 2025 10:00 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] G. Holle RRIF #411263171 Bene issue - Case - 24215409

Hi there, A recent application was submitted for Grant Holle RRIF #411263171. The contingent beneficiary percentages are wrong in WS. Contingent Beneficiary KATHERINE HOLLE Child Yes 33. 33% SHOULD BE 33. 34% Also spelling is KATHARINE –
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

A recent application was submitted for Grant Holle RRIF #411263171.  The contingent beneficiary percentages are wrong in WS.  

Contingent Beneficiary          KATHERINE HOLLE    Child   Yes              33.33%                           SHOULD BE 33.34%                Also spelling is KATHARINE – AS PER THE APPLICATION
Contingent Beneficiary          JACOB HOLLE              Child   Yes              33.34%                           SHOULD BE 33.33%

Please have these corrected to match the application.

Regards,

Teresa Mueller
Mueller Financial Group Inc.
Insurance Advisor  & Investment Representative
18 Catalpa Court
Grimsby, ON L3M 0B1         Cell: 905-517-9117
 
Quadrus Investment Services Ltd.
 
Affiliated with Canada Life
 
Teresa@muellerfinancialgroup.ca   Website:  www.muellerfinancialgroup.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-12-03T18:12:02.000+0000,False,False,005OH00000BFQFBYA5,2025-12-02T20:28:49.000+0000,005OH00000BFQFBYA5,2025-12-16T19:05:15.000+0000,005OH00000BFQFBYA5,2025-12-16T19:05:15.000+0000,(905)517-9117,(905) 517-9117,teresa@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3tvGYAQ,False,,24211064,0030A0000029khRQAQ,0010A000002w7zAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Contingent for Policy in WS,Medium,"•	Reason for call: Missing contingent for 60542122P policy, Jason DIMACULANGAN
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: Log In As User to verify contingent is not there
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): escalated to L2
==============================
Hello Kristine, 

Thank you for reaching out to Workspace Support. After an extensive review, we have concluded the lack of seeing the correct beneficiary in Workspace is not a technical issue but rather an administrative one. 

Please contact the Advisor Service Centre at 1-888-252-1847 to update or correct any errors with the beneficiary. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Kristine Quetulio <Kristine.Quetulio@iAInvestia.ca> 
Sent: December 16, 2025 7:53 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mary Ong <mary.ong@iAInvestia.ca>
Subject: [EXT] Re: Missing Contingent for 60542122P || 24211064

Hello, Following up on this case. It has been 11 days since this case was created, do we have any update on the contingent information? Thanks, Kristine Quetulio Licensed Assistant Kristine. quetulio@ iainvestia. ca (236) 268-4793 From: Kristine
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

Following up on this case. It has been 11 days since this case was created, do we have any update on the contingent information?

Thanks, 

 
Kristine Quetulio
Licensed Assistant
Kristine.quetulio@iainvestia.ca
(236) 268-4793


From: Kristine Quetulio <Kristine.Quetulio@iAInvestia.ca>
Date: Tuesday, December 9, 2025 at 10:00 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mary Ong <mary.ong@iAInvestia.ca>
Subject: Re: Missing Contingent for 60542122P || 24211064
Hi Kanwal, 
 
Hope this email finds you well. 
 
Can we please get an update on this case? The contingent information is still not reflected in workspace as of this morning. 
 
Thanks,  
 
 
Kristine Quetulio
Licensed Assistant
Kristine.quetulio@iainvestia.ca
(236) 268-4793
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Date: Tuesday, December 2, 2025 at 11:43 AM
To: Mary Ong <mary.ong@iAInvestia.ca>
Cc: Kristine Quetulio <Kristine.Quetulio@iAInvestia.ca>
Subject: Missing Contingent for 60542122P || 24211064
Hello Mary, 
 
Thank you for contacting Workspace Support. We have escalated the issue is not seeing the Contingent reflected on Workspace for the policy 60542122P to our second-tier support team. 
 
We will notify you as soon as the issue is resolved, please retain your ticket number – 24211064.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 


To unsubscribe from receiving commercial electronic messages from Investia Financial Services Inc. (“Investia”), click here. Mutual funds, exempt market products and/or exchange traded funds are offered through Investia. This message is intended only for the named recipients and may contain privileged or confidential information. If you are not the intended recipient of this message, please notify the sender immediately and permanently delete the original without making a copy or disclosing its content. Email is not a secure means of communication. Please do not send information or documents containing confidential personal information unless properly encrypted. 

Pour cesser de recevoir des messages électroniques commerciaux de la part d’Investia Services financiers inc. (« Investia »), veuillez vous désabonner en cliquant ici. Les fonds communs de placement, les produits du marché dispensé et/ou les fonds négociés en bourse sont offerts par l’entremise d’Investia. Ce message est destiné uniquement aux destinataires désignés et peut contenir de l’information privilégiée ou confidentielle. Si ce message ne vous est pas destiné, veuillez immédiatement aviser l’émetteur et supprimer l’original définitivement, sans en tirer de copie ni en dévoiler le contenu. Le courriel n’est pas un moyen de communication sécurisé. Veuillez ne pas transmettre de renseignements ou de documents contenant des renseignements personnels confidentiels à moins que ceux-ci soient adéquatement cryptés.",True,2025-12-22T13:24:47.000+0000,False,False,005OH00000BFQFGYA5,2025-12-02T19:27:45.000+0000,005OH00000BFQFGYA5,2025-12-22T13:24:47.000+0000,005OH00000BFQFGYA5,2025-12-22T13:24:47.000+0000,(778)881-5717,(778) 881-5717,mary.ong@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3w5BYAQ,False,,24214491,0030A0000029hfGQAQ,0010A000002w5VbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1285,Medium,"KB0020563 - Reset ISAM KB0020858  - Rotation 2 
Reset User ID but user does not remember the User ID so did not reset the temporary password. 
User will call back if assistance is still needed. 

Code: 37788
Email: andrew.sipes@rbc.com 

********************************************
Good afternoon, Andrew

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password, but you will need to update the temporary password I provided over the phone to continue. Please go to https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset the temporary password. Once that is completed you will then be able to reset your Workspace password to successfully log in. 

If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T20:30:36.000+0000,False,False,005OH00000BG5v4YAD,2025-12-02T20:15:15.000+0000,005OH00000BG5v4YAD,2025-12-02T20:31:12.000+0000,005OH00000BG5v4YAD,2025-12-02T20:31:12.000+0000,(416)313-2501,,andrew.sipes@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3wLFYAY,False,,24211050,003G000001M7wVdIAJ,0010A000004l6GgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA set up,Medium,"STEPHANIE KOTSOPOULOS-RUPNARAIN
user needs to set up authenticator on new device.
advised user to call in for assistance over the phone.

Email:
----------
Hello Stephanie,

It was brought to our attention that you need assistance with setting up Microsoft authenticator on your new device.

We can assist you with setting that up. However, to help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Terasa Rausch <terasa@basiswealth.com> 
Sent: December 2, 2025 11:08 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kotsopoulos - Rupnarain, Stephanie <stephanie@basiswealth.com>; Soares, Caroline <caroline@basiswealth.com>
Subject: [EXT] Authenticator App

Hi There, Stephanie, cc’d on this email, needs the Microsoft authenticator put on her phone, The Workspace one no longer works on her new iphone. Dana, the principal of our firm will also need a new one. I have copied her assistant on
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi There,

Stephanie, cc’d on this email, needs the Microsoft authenticator put on her phone, The Workspace one no longer works on her new iphone. Dana, the principal of our firm will also need a new one. I have copied her assistant on here who will likely help Dana get hers adjusted as well.

Thanks!

Terasa Rausch, CHS
Certified Health Insurance Specialist & Investment Representative

 
 

Basis Wealth and Basis Benefits
 
Insurance products, including segregated fund policies, are offered through Basis Wealth Inc. Any activity in relation to my title at Basis Wealth Inc. is related to my insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd.

Investment Representative, Quadrus Investment Services Ltd.
Mutual funds and referral arrangements offered through Quadrus Investment Services Ltd.
 
P: (416) 552-3004 ext.1  | F: (416) 552-3007 | E: terasa@basiswealth.com
330 University Avenue, Suite 105 - Toronto, ON M5G 1R8
www.basiswealth.com
 
If you no longer wish to receive emails of this nature, please reply with Unsubscribe in the subject line.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note, we have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-02T19:27:33.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T19:27:33.000+0000,005OH00000BGf2TYAT,2025-12-02T19:28:05.000+0000,005OH00000BGf2TYAT,2025-12-02T19:28:05.000+0000,(416)552-3004,(416) 937-5975,stephanie@basiswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3whyYAA,False,,24214885,0030A0000029UxOQAU,0010A000002vv08QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T20:20:49.000+0000,False,False,005G0000002gyDJIAY,2025-12-02T20:20:49.000+0000,005G0000002gyDJIAY,2025-12-02T20:20:49.000+0000,005G0000002gyDJIAY,2025-12-02T20:20:49.000+0000,(204)729-5267,,gwroberts@mts.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3xSkYAI,False,,24217272,0030A0000029klYQAQ,0010A000002w820QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA,Medium,"CANDACE GELLETA
cgelleta@starkmarsh.com
Advisor need help for disconnecting their authenticator and setup new one. She wasn't able to confirm their last login. I put them on hold and she left the call.

Hello Candace, 

I hope you are doing well and thank you for reaching out to workspace support team.

Please give us a call at your convenience, we will be happy to assist with your inquiry.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Candace M. Gelleta <cgelleta@starkmarsh.com> 
Sent: December 8, 2025 10:29 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: DIsconnect authenticator and setup new one Case-24217272

Good day, looking at my last emails in regards to workspace, could my last login have been on Feb 12, 2025? Cande Gelleta CFP®, RRC® 306-778-1885 Click here to book a meeting Click here to securely share files. From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com>
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good day, looking at my last emails in regards to workspace, could my last login have been on Feb 12, 2025?


Cande Gelleta
CFP®, RRC®
306-778-1885

Click here to book a meeting 
Click here to securely share files.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 8:13 AM
To: Candace M. Gelleta <cgelleta@starkmarsh.com>
Subject: RE: DIsconnect authenticator and setup new one Case-24217272

Hello Candace,

I hope you are doing well. I am reaching out regarding our yesterday’s call which was ended from your end. 
To disconnect the salesforce authenticator that you have setup already, you must pass the authentication questions. If you remember your last login, please give us a call and we will be happy to help your further.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 2, 2025 4:16 PM
To: cgelleta@starkmarsh.com
Subject: DIsconnect authenticator and setup new one Case-24217272

Hello Candace, 

Thank you for calling workspace support team. 

To recap, you needed help for setting up authenticator. our phone call got disconnected. As I have checked, you already have salesforce authenticator setup on your account. To disconnect that, I must ask you some verification questions. However, you were unable to provide the answer to the last time you successfully logged into Workspace. We are currently reviewing this login issue and as soon as I have more information I will reach out with next steps.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.",True,2025-12-02T21:11:46.000+0000,False,False,005OH00000BFiyTYAT,2025-12-02T20:56:22.000+0000,005OH00000BFiyTYAT,2025-12-09T13:27:31.000+0000,005OH00000BFiyTYAT,2025-12-09T13:27:31.000+0000,(306)773-7285,(306) 741-7778,cgelleta@starkmarsh.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3yS0YAI,False,,24215733,0030A0000029YbqQAE,0010A000002vxzuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support + MFA set up 1st time,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Las login date: Ok
-Firm/MGA name + Province prac: Ok
-Used LogMeIn? Yes
-Advisor code(s): H1896 /E5877

Caller was having issue accessing their WS account.
>>>Caller was using the wrong WS URL, we provided them with the right website link, reset their ISAM and WS passwords, set up the MFA, linked it to WS, then logged them out and back in, to make sure that they are receiving the MFA code.

---------------------------------------EMAIL-------------------------------------------
Bonjour Daniel, 

Ce fut un plaisir de vous parler au téléphone plus tôt concernant votre accès à l’Espace affaires et la configuration de votre authentificateur.

Pour récapituler ce que nous avons fait :
•	Nous avons débloqué votre compte Reseaurep
•	Nous avons réinitialisé votre mot de passe.
•	Configuré votre authentification multifactorielle (MFA).
•	Accédé à votre compte aves succès.

Veuillez utiliser le lien suivant pour accéder votre compte Espace affaires : https://espaceaffaires.canadavie.com

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T20:57:17.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T20:33:37.000+0000,005OH00000AbCcLYAV,2025-12-02T20:57:18.000+0000,005OH00000AbCcLYAV,2025-12-02T20:57:18.000+0000,(450)202-0877,,finance@assuranceseguin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3zFwYAI,False,,24216334,0030A0000029m1LQAQ,0010A000002w93JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA Registration,Medium,"LUC ST-CYR
User is having trouble with creating an MGA workspace account.
Sent a step by step breakdown of the registration process for user to follow and let us know if they face any issues.

Email:
----------
Hello Luc.

Thank you for getting back to us.

Please provide more details about what part of the process is not working so that I can assist you better. If you can, please attach a screenshot as well. 

If you would like to speak to an agent over the phone, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you. Our team is available between the hours of 8am and 8pm EST Monday-Friday.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Luc St-Cyr <luc@stcyr.ca> 
Sent: December 2, 2025 3:46 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace MGA Registration - 24216334

Thank you… It’s not working… will need your assistance Luc St-Cyr Conseiller en Sécurité Financière Conseiller en Assurance et Rentes Collectives Représentant en investissement T : (819) 825-9501 F : (888) 309-3907 1740 ch. Sullivan, suite 1100
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you…  It’s not working… will need your assistance

Luc St-Cyr
Conseiller en Sécurité Financière
Conseiller en Assurance et Rentes Collectives
Représentant en investissement 

 
 
 
T : (819) 825-9501
F : (888) 309-3907
1740 ch. Sullivan, suite 1100
Val-d'Or QC J9P 7H1
www.stcyr.ca/accueil.html

Les services d'investissement Quadrus ltée

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.  À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.

Hello Luc,

We were notified that you are having trouble with registration for your MGA Workspace account. I am happy to help you with this.

It seems that there is some confusion with your codes you have for your Canada Life access. To clarify, code W5711 is showing as your Advisor Solutions code only and code C9678 is for your MGA account with Canada Life.

To further clarify, User ID (formerly RepNet) is used by Canada Life to manage your permission sets with access to Workspace. Your previous User ID only has permissions related to Advisor Solutions (W5711) so you need to create a new User ID that will be for your MGA access (C9678). When you create your User ID (for MGA), you can then use it to create a Workspace account.

If you have tried any of these steps and are getting any error codes or restrictions, please let me know so that this can be further investigated. If not, please follow the steps below to register for your MGA workspace account:

STEP 1: Please visit https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do and click Register to start the registration process.
 
STEP 2: Accept the terms and conditions and on the next page, please enter your first name, last name, advisor code, and unique activation code. For this step, please contact your advisor if you do not know their code already. 
 
STEP 3: Create a new User ID with the listed guidelines 
 
Please wait 2 business days before moving up to the next step
 
STEP 4: Once your User ID is completed, please go to https://workspace.canadalife.com/registration and begin the registration process with your User ID and password you created in previous steps.
 
STEP 5: Complete the registration process as directed on the page and then log in with your email and set password.
 

If you would like to speak to an agent over the phone, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you. Our team is available between the hours of 8am and 8pm EST Monday-Friday.



🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: December 2, 2025 1:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: St-Cyr, Luc <luc@stcyr.ca>
Subject: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi there, 

Can you please assist Luc with this as he is having difficulties. 

Thank you, 

Jenn 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Luc St-Cyr <luc@stcyr.ca> 
Sent: December 2, 2025 1:43 PM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Cc: LaFrance, Cynthia <cynthia@stcyr.ca>; St Cyr, Linda <linda@stcyr.ca>; Roy, Julie <Julie@stcyr.ca>
Subject: [EXT] RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hello Jenifer, Sorry but nothing works, I had problem before to activate my Repnet. And it as not been a good experience for me. First off, all the info’s you have are not the right one. My code for Canada Life is W5711. I don’t use the code
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Jenifer,

Sorry but nothing works,  I had problem before to activate my Repnet.  And it as not been a good experience for me.  

1)	First off, all the info’s you have are not the right one. My code for Canada Life is W5711.   I don’t use the code C9678 (never)
I tried to go on RrepNet and do the modification nothing works.  

Again, I never go on RepSite only on Workspace….

I can’t go further with this experience.  If you have other options, please fill free.

Luc St-Cyr
Conseiller en Sécurité Financière
Conseiller en Assurance et Rentes Collectives
Représentant en investissement 

 
 
 
T : (819) 825-9501
F : (888) 309-3907
1740 ch. Sullivan, suite 1100
Val-d'Or QC J9P 7H1
www.stcyr.ca/accueil.html

Les services d'investissement Quadrus ltée

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.  À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.

De : Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Envoyé : 2 décembre 2025 12:47
À : Luc St-Cyr <luc@stcyr.ca>
Objet : Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
Importance : Haute

Hi Luc, 

I trust that this email finds you well. 

I see that you have not registered for Workspace as of yet.  You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. 

All instructions are below.

*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.

Kindly let me know if you require any assistance and I’ll be happy to help.  

Thank you, 

Jenn 


Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-02T20:42:06.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T20:42:06.000+0000,005OH00000BGf2TYAT,2025-12-02T21:15:43.000+0000,005OH00000BGf2TYAT,2025-12-02T21:15:43.000+0000,(819)825-9501,,luc@stcyr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3ziyYAA,False,,24214320,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor got a new phone and needs to set up MFA.
**********
Hi John , thank you for contacting the workspace support today.

It was my pleasure assisting you. Today we set up your MFA on your new phone for workspace ,you were able to sign onto workspace successfully. If you have any issues, feel free to let me know in your response to this email.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T20:25:17.000+0000,False,False,005OH00000BFQFCYA5,2025-12-02T20:12:27.000+0000,005OH00000BFQFCYA5,2025-12-02T20:50:48.000+0000,005OH00000BFQFCYA5,2025-12-02T20:50:48.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h3zuDYAQ,False,,24211665,003G0000018f7MHIAY,0010A000002wPRxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations log in,Medium,"*12/2*
----------------
Bev Waters 
25118
f0859

ll86322

been working with someone there, getting set up with product illustrators
unable to log into the app
a problem with the ID and password error. 
reset pw in ISAM and emailed 
walked through the pw reset process 
attempted to access the product illustrations app again 
confirmed they have @londonlife.bz account 
reset their password in ISAM again because of potential special characters, confirmed all letters and numbers 
english US 
unable to provide screenshots of this since i had to confirm the @londonlife.bz account through someone else
SD just installed their product illustrator app before they were tranferred to us 


*email*
----------------

Good afternoon Bev,

This is Kevin, Service Leader from the Canada Life Workspace Support team, reaching out regarding your access to the Product Illustrations software. We are happy to assist you with this matter.
We have escalated this issue to the Digital Lab team for deeper investigation and insight. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello L2, 

Bev is unable to log into their product illustrations despite having the aligned @londonlife.bz account and us trying multiple password resets. Still getting the same error, there is a problem with the ID and password. Service Desk had just finished installing the app so reinstalling it was the only thing not done 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Bev, 

Thank you for contacting the Workspace Support Team with your Product Illustration inquiry. 

You were trying to log into the Product Illustrations app but were receiving the error, problem exists between the ID and password. Service Desk had just completed installing your app and connected you to us to assist with logging you in. Despite having all the appropriate account level prerequisites and multiple password resets, we were unable to log you into the app. We have escalated this to our support team; they will follow up with you once the issue has been resolved. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T14:40:51.000+0000,False,False,005OH000001yNnaYAE,2025-12-02T19:35:24.000+0000,005OH000008919xYAA,2025-12-11T14:40:52.000+0000,005OH000001yNnaYAE,2025-12-13T02:01:16.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h41o3YAA,False,,24216502,0030A0000029UxOQAU,0010A000002vv08QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T20:44:50.000+0000,False,False,005G0000002gyDJIAY,2025-12-02T20:44:50.000+0000,005G0000002gyDJIAY,2025-12-02T20:44:50.000+0000,005G0000002gyDJIAY,2025-12-02T20:44:50.000+0000,(204)729-5267,,gwroberts@mts.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h42TyYAI,False,,24215892,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T20:35:37.000+0000,False,False,005G0000002gxxjIAA,2025-12-02T20:35:37.000+0000,005G0000002gxxjIAA,2025-12-02T20:35:38.000+0000,005G0000002gxxjIAA,2025-12-02T20:35:38.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h42yZYAQ,False,,24213657,0030A0000029nKoQAI,0010A000002wADmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T20:03:41.000+0000,False,False,005G0000002gyDJIAY,2025-12-02T20:03:41.000+0000,005G0000002gyDJIAY,2025-12-02T20:03:42.000+0000,005G0000002gyDJIAY,2025-12-02T20:03:42.000+0000,(204)943-6828,,paul.chabot@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h44p3YAA,False,,24212452,0030A0000029lGpQAI,0010A000002w8S2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not receiving notifications,Medium,"Caller Name: Joel Cohen
Advisor or support staff: Advisor 
Advisor Code: E7114 AND E6186 MGA
Advisor Name: Joel Cohen	
Phone: 
Email: jcohen@targetedstrategies.com	AND joelcyyz@icloud.com	
Siebel verification: YES
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: YES
Issue: Can access Workspace, needs to authenticate, not getting a notification to his phone to show

FINDNGS/RESOLUTION: ADVISED HIM THIS IS THE CORRECT SETUP, NO NOTIFICATION POPS UP ON HIS PHONE/PUSH NOTIFICATIONS.  

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000002GKe0AAG%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000007aL5qAAE%26cntc%3D0035o000007aL5qAAE%26id%3D0055o000002GKe0AAG


--------------------------------------***DDS  12/02/2025***--------------------------
Hello Joel,

Thanks for contacting Workspace Support today regarding not receiving notifications on your Microsoft Authenticator for Canada Life.

As discussed, there is no push notification to your phone sent by Canada Life, instead once you sign into Workspace, you’re then presented with the screen to check your mobile device for the code.

As noted if you do decide to change authenticators in the future do contact us.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T20:10:45.000+0000,False,False,005OH00000AUS7aYAH,2025-12-02T19:45:51.000+0000,005OH00000AUS7aYAH,2025-12-02T20:10:46.000+0000,005OH00000AUS7aYAH,2025-12-02T20:10:46.000+0000,(416)259-1166X306,(416) 414-0309,joel@scinsurance.ca,(647)722-7354,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h45LLYAY,False,,24213956,0035o000003VR2LAAW,0015o0000048X95AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected caller,Medium,Advisor needed help regarding form they sent to change the owner of the policy. They have been transfered to contracts&compensation@canadalife.com for assistance.,True,2025-12-02T20:18:08.000+0000,False,False,005OH00000BFiyTYAT,2025-12-02T20:07:28.000+0000,005OH00000BFiyTYAT,2025-12-02T20:18:08.000+0000,005OH00000BFiyTYAT,2025-12-02T20:18:08.000+0000,(438)700-9015,,michaelsalloum@cwcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h45hyYAA,False,,24218951,0030A000009zYDdQAM,001G000000whC8pIAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicate Request,Medium,"Dup see 24218848



Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Linda Lewis <linda@mitchellfinancial.ca> 
Sent: November 27, 2025 11:14 AM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] CLIENT LISTING FOR AGENT CODE 38529

Hello, Could you please provide us with a client listing for above agent code (Timothy Mitchell) showing the following: 1 – Client name - last name, followed by first name (alpha listing by last name) 2 – Policy # 3 – Plan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Could you please provide us with a client listing for above agent code (Timothy Mitchell) showing the following:

1 – Client name - last name, followed by first name (alpha listing by last name)
2 – Policy #
3 – Plan description
4 – Face amount
5 – Policy date
6 – Annualized premium
7 – Renewal commissions going forward.
 
Please let us know if you have any questions.
Thank you,

Linda Lewis
Mitchell Financial
Phone: (416) 595-1441
linda@mitchellfinancial.ca

**********************************
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.",True,2025-12-02T21:22:58.000+0000,False,False,005OH0000088z1hYAA,2025-12-02T21:22:58.000+0000,005OH0000088z1hYAA,2025-12-02T21:23:43.000+0000,005OH0000088z1hYAA,2025-12-02T21:23:43.000+0000,,,linda@mitchellfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h46UHYAY,False,,24212770,0035o000005y31WAAQ,0015o000006VtstAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations access,Medium,"*** DDS Dec 2nd, 2025 ***
User wanted to reset password to access PI. Authenticated with rotation 2, temp password, helped user change it on repnet self-serve and access PI successfully.
==========
Good afternoon Chloe,

It was a pleasure speaking with you today to help you access Product Illustrations.

During our call I created a temporary password for your UserID. I then helped you change that password. This new password will be useful to connect to Product Illustrations. Your Workspace password remains unchanged.

I’m glad I was able to assist you today with this password reset for Product Illustrations. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-02T20:04:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T19:50:29.000+0000,005OH00000AbJ7aYAF,2025-12-02T20:05:49.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:02:56.000+0000,(306)359-0776X308,,t.leipert@leipertfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h48ZKYAY,False,,24213164,003OH00000Xfy8UYAR,001OH00000fyWLvYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T19:56:20.000+0000,False,False,005G0000002gxxjIAA,2025-12-02T19:56:20.000+0000,005G0000002gxxjIAA,2025-12-02T19:56:20.000+0000,005G0000002gxxjIAA,2025-12-02T19:56:20.000+0000,(581)748-9715,,ousmane.coulibaly@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h49ASYAY,False,,24214675,0030A000009KkpHQAS,0010A00000AMnhKQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password Reset -,Medium,"•	Reason for call: password reset for ws account
Authentication: Yes/No, which rotation: Yes, DEC rotation
•	Troubleshooting steps completed: sent password reset link
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): Authentication KB

==================================
Hello Marcus, 

Thank you for contacting Workspace Support. It was our pleasure in helping you reset your password and setting up an authenticator to access your account. 

Your voice matters. Let us know what you thought about the quality of service by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T20:25:44.000+0000,False,False,005OH00000BFQFGYA5,2025-12-02T20:17:41.000+0000,005OH00000BFQFGYA5,2025-12-02T20:25:44.000+0000,005OH00000BFQFGYA5,2025-12-02T20:25:44.000+0000,(236)361-9415,,marcus.basara@wprivate.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h49vEYAQ,False,,24217642,0030A0000029cBwQAI,0010A000002w109QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SimpleProtect Application,Medium,"TROY WILLIAMS
calling about clarification on case 23910558
refered to the case by Jennifer to provide clarification",True,2025-12-02T21:08:17.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T21:01:33.000+0000,005OH00000BGf2TYAT,2025-12-02T21:08:18.000+0000,005OH00000BGf2TYAT,2025-12-02T21:08:18.000+0000,(705)876-1282,(289) 804-6158,troy.williams@ig.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4AzKYAU,False,,24214622,0030A0000029YNvQAM,0010A000002vxpDQAQ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,"EARL SIEGLE
user is having trouble with authentication when trying to access workspace.
KB0020738 - Authenticated user and disconnected previous authenticator to set up new one 

Email:
----------
Hello Earl,

Thank you for contacting Workspace Support concerning issues with your salesforce authenticator.

On the call today, I was able to verify your information, disconnect your old authenticator and then set up the authentication on the app again. In the future, please use your authenticator app on your phone to generate a verification code needed to log you into your Workspace account.

Let me know if you have any more questions. 


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000BGf2TYAT,2025-12-02T20:17:05.000+0000,005OH00000BGf2TYAT,2025-12-02T20:30:04.000+0000,005OH00000BGf2TYAT,2025-12-02T20:30:04.000+0000,(780)349-5650,,sfg@telus.net,(780)349-5680,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4BAhYAM,False,,24218974,0030A0000029ekUQAQ,0010A000002w30pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Misdirect,Medium,"**EMAIL**

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Hello again …

Please update my address for the GWL block of business only under my code 99871
•	111 Hawkcliff Way NW
•	Calgary, Alberta   T3G 2S3

This request is for the GWL block only … please note this is not associated to my “Canada Life” contract H4747

Since my move in June 2025, I have not received any account/policy notices nor commission statements in the mail via Canada Post. This is not the norm, my old address received numerous paper notices and paper commission statements in the mail every single month. 

Also, it appears that my November trailing commissions (for the GWL block of business) were not paid, could you please look into this and confirm?

Thank you,
Ben

From: Ben Doyle 
Sent: Monday, November 17, 2025 9:36 AM
To: 'contracts&compensation@canadalife.com' <contracts&compensation@canadalife.com>
Subject: FW: RRSP #231002534 (Paul Herbison)
Importance: High


Hello,
Please see the below email and advise as soon as possible
I believe my trailing commissions for GWL SEG Fund business is not being paid as well?


From: Ben Doyle 
Sent: Wednesday, November 5, 2025 10:34 AM
To: 'canadalife.contracts&licensing@canadalife.com' <canadalife.contracts&licensing@canadalife.com>
Cc: 'Deyo, Tracy' <Tracy.Deyo@financialhorizons.ca>
Subject: RRSP #231002534 (Paul Herbison)
Importance: High

Hello,

Could you please confirm my advisor code for these older Great West Life investment contracts that are now under the Canada Life branding. It appears my old GWL code #633773 is no longer accepted or valid
Paul Herbison – RRSP#231002534

Also, could you please update my address to:
•	Doyle Financial Inc.
•	111 Hawkcliff Way NW
•	Calgary, Alberta   T3G 2S3


If you have any questions, please do not hesitate to call.
Thanks,




The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-02T21:23:18.000+0000,False,False,005OH0000071DK9YAM,2025-12-02T21:23:18.000+0000,005OH0000071DK9YAM,2025-12-02T21:23:19.000+0000,005OH0000071DK9YAM,2025-12-02T21:23:19.000+0000,(403)835-7283,,ben@doylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4C3cYAE,False,,24217986,0035o00000670j6AAA,0015o000006fSR0AAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0021888 - Confirm some information if Advisor is ready for registration. activation code was received but  no details indicating that its active. Advisor is not certain about his advisor code referred to contracts&compensation@canadalife.com
==================
Hi Ryan,

Thank you for contacting the workspace support about workspace registration.

We have identified that you already have an activation code, and we tried to create your user id however you are not certain about your advisor code through Canada Life. For security reasons we would like to make sure that you are aware of your details as an advisor please reach out to contracts&compensation@canadalife.com to confirm your advisor code. You may reach out to distribution_methodology@canadalife.com to make sure that you have an active activation code as well. Once everything is confirmed you can go and try to create your user id or if you need assistance please don’t hesitate to call us so we can guide you accordingly.

Thank you understanding the situation and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T21:36:44.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T21:07:18.000+0000,005OH00000BFPZHYA5,2025-12-02T21:45:36.000+0000,005OH00000BFPZHYA5,2025-12-02T21:45:36.000+0000,(204)489-4640,,ryan.lobo@igpwm.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4C6gYAE,False,,24215006,0030A000006L12TQAS,0010A00000767w3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T20:22:55.000+0000,False,False,005G0000002gyDJIAY,2025-12-02T20:22:55.000+0000,005G0000002gyDJIAY,2025-12-02T20:22:56.000+0000,005G0000002gyDJIAY,2025-12-02T20:22:56.000+0000,(306)955-9190,(306) 852-7088,matthew.anderson@ig.ca,(306)374-9174,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4DM7YAM,False,,24214596,0030A000007v9LQQAY,0010A000008naHrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T20:16:48.000+0000,False,False,0050A000001rl3wQAA,2025-12-02T20:16:48.000+0000,0050A000001rl3wQAA,2025-12-02T20:16:49.000+0000,0050A000001rl3wQAA,2025-12-02T20:16:49.000+0000,(778)319-9057,,vandnasohnvi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001rl3wQAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4DdsYAE,False,,24218190,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund company mismatch info,Medium,,True,2025-12-02T21:37:02.000+0000,False,False,005OH000006uYrkYAE,2025-12-02T21:10:44.000+0000,005OH000006uYrkYAE,2025-12-02T21:37:03.000+0000,005OH000006uYrkYAE,2025-12-02T21:37:03.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4ERuYAM,False,,24216830,0030A0000029pHoQAI,0010A000002wBmCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user lock himself with the wrong password input several time.
Authenticated user,unlock and reset password.
email============
Bonjour Claude,

Merci d’avoir contacté le support de l’espace, J'ai vraiment apprécié notre échange.

lors de notre appel d’aujourd’hui, nous avons réinitialisé votre mot de passe et vous avez pu accéder à votre compte l’espace d’affaire.

si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter


Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T21:46:55.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-02T20:49:38.000+0000,005OH00000AZ3ZxYAL,2025-12-02T21:46:55.000+0000,005OH00000AZ3ZxYAL,2025-12-02T21:46:55.000+0000,(514)235-4004,(514) 235-4004,claudek@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4EmvYAE,False,,24217793,003G000001IkV07IAF,0010A000002wSDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Hi Floyd, thank you for contacting the workspace support today.


Our priority is to make supporting advisors’ as seamless as possible while maintaining the highest standards of account security.
Since resetting a password provides access to all Workspace information, we must verify authorization before proceeding. To ensure the request is legitimate, we always need confirmation or requests from the account holder.




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T21:24:31.000+0000,False,False,005OH00000BFQFCYA5,2025-12-02T21:04:17.000+0000,005OH00000BFQFCYA5,2025-12-02T21:24:31.000+0000,005OH00000BFQFCYA5,2025-12-02T21:24:31.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4FpNYAU,False,,24217455,003OH00000RtON7YAN,001OH00000XvDDuYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Register for MGA,Medium,"User is inquiring about how to register for Workspace. 
Logmein123- Assisted user to correct page to register - User receiving ERR-W1506 (registered Nov.21 for User ID) 
Tried troubleshooting (clear cookies and cache) + Reset User ID password
ERR-W1532- when clicking Accept to terms - KB0020558  (User created new password)

Email: rob@tavaresfinancial.com 
User: RTAVARES1961

**************************************************
Good afternoon, Robert

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration for your MGA account!
 
I'm glad I was able to assist you with resetting your User ID account and changing the temporary one I provided over the phone so you can successfully register into your MGA Workspace account. You are now set up for the two-factor authentication, during Workspace login it will now request a confirmation through the Microsoft authenticator.  
 
If you have any questions or need further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T21:36:49.000+0000,False,False,005OH00000BG5v4YAD,2025-12-02T20:58:46.000+0000,005OH00000BG5v4YAD,2025-12-02T21:36:49.000+0000,005OH00000BG5v4YAD,2025-12-02T21:36:49.000+0000,(613)340-7762,,rob@tavaresfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4IQfYAM,False,,24220870,003G0000018f7UmIAI,0010A000002wPbiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Salesforce Authenticator - missed the notification, now what",Medium,"*12/2*
----------------

w1617

Jennifer Burns, haveing issues with SF authenticator 
missed the push notification 
advised to cick on the blue text at the bottom of the cell phone picture and then again at the bottom of the larger cell phone picture to allow them to enter a dialog, they quickly disconnected the line in frsutration after this. 

*email*
----------------

Good afternoon Jennifer, 

Thank you for contacting the Workspace Support Team with your authenticator inquiry. 

You set up your Salesforce Authenticator and when you went to log into Workspace either missed the push notification with the approve button or it never appeared. In this instance you would need to click on the text at the bottom of your cell phone picture on your pc and then choose the text at the bottom of the larger cell phone that says choose a different verification method, this would allow you to enter in the verification code manually and log into Workspace, you were able to do this successfully. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T22:29:49.000+0000,False,False,005OH000008919xYAA,2025-12-02T21:58:31.000+0000,005OH000008919xYAA,2025-12-02T22:29:49.000+0000,005OH000008919xYAA,2025-12-02T22:29:49.000+0000,(613)563-1281,ext 31,jburns@david-burns.com,(613)563-0443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4Jg9YAE,False,,24220551,0030A0000029Y0TQAU,0010A000002vxWGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Jonathan,

Our team has received your request to provide Client Listings report for Advisor code 14581. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Jonathan,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
9G2JFNLXV2
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


















Hello,

Please handle.

Thanks, 

Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
AP

From: Brouwer, Jonathan <Jonathan.Brouwer@igpwm.ca> 
Sent: November 27, 2025 12:35 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: FW: [EXT] RE: Term opportunity listing

Hi, Hi Sam Can you please send this for Peter Hueberts practice? Upcoming renewals and T10-T20 conversion opportunities Thanks!                                                         
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd

Hi,
Hi Sam Can you please send this for Peter Hueberts practice? Upcoming renewals and T10-T20 conversion opportunities Thanks!                                                                                                                  He

Can you please send this for Peter Hueberts practice? advisor code 14581
Upcoming renewals and T10-T20 conversion opportunities

Thanks!",True,2025-12-02T21:51:32.000+0000,False,False,005OH0000088z1hYAA,2025-12-02T21:51:32.000+0000,005OH0000088z1hYAA,2025-12-02T21:55:42.000+0000,005OH0000088z1hYAA,2025-12-02T21:55:42.000+0000,(905)682-7292,,jonathan.brouwer@igpwm.ca,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4KQsYAM,False,,24221427,003G0000018f7ARIAY,0010A000002wPEQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,product illustration access issue,Medium,"***DDS Dec.2/2025***
Reference # RITM2009461. Previous case from different rep C23862851. Sent an email to CanadaLifeTechnologyProgram@canadalife.com and CC the Advisor asking the status of the request to trouble shoot the Product Illustrations access issues the Advisor was having.

*****Email*****
Hello Team, 

Advisor KA FAI CHENG, Advisor code 14703 has sent in a request to have access to Product illustration. Their reference number is RITM2009461. Can you please provide the status on this request. User would like to have a to have a “LL” number. It’s an ISAM account with a londonlife.bz account that includes the Ins_Ins_Illustration group.

Thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T22:38:43.000+0000,False,False,005OH00000BFQFBYA5,2025-12-02T22:11:02.000+0000,005OH00000BFQFBYA5,2025-12-02T22:48:02.000+0000,005OH00000BFQFBYA5,2025-12-02T22:48:02.000+0000,(604)438-1232,(778) 389-8989,chengkafai@patrickcheng.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4LBcYAM,False,,24216780,003OH00000FeMMFYA3,001OH00000JV9XDYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing DIA (Daily Interest Account),Medium,"***DDS*** 12/03/25
Name: Peter Samuel Harling
Email: Hello Margaret,

Please confirm if this information has been on the summary report in the past and is now missing or is this a request to have this information added to the summary report.

If it was there in the past, please provide a screenshot of a past summary or a summary from another client that shows this information should be there so we can investigate.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Margaret Moniz <mmoniz@cbiggroup.ca> 
Sent: December 2, 2025 4:37 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 24216780 - RE: 231003324

Hello, Policy 231003324 Advisor Peter Samuel Harling A5653 And I noticed more after this one. It shouldn’t matter what policy number it is or advisor. The information on clients files should be accurate and this is not the first time that I
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 
Policy 231003324
Advisor Peter Samuel Harling
A5653

And I noticed more after this one.
It shouldn’t matter what policy number it is or advisor. 
The information on clients files should be accurate and this is not the first time that I have reported the problem of not seeing DIAs’

Sincerely, 
Margaret

Margaret Moniz
Executive Assistant
                                                                                                                                        
 
 
101-4548 Lakelse Ave, Terrace, BC V8G 1P8 | Phone 250-635-6166 | 1-800-434-6116 | Fax 250-635-3539 
mmoniz@cbiggroup.ca
Why Canadians Trust CBIG




***DDS*** 12/02/25
Name: Margaret Moniz 

Hello Margaret,

Thank you for contacting the Workspace support group I would be happy to assist you regarding Missing DIA (Daily Interest Account)

Please confirm the following so we can investigate:

Advisor Name:
Advisor Code:
Policy number:
Client name:

Screenshot if possible.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Margaret Moniz <mmoniz@cbiggroup.ca> 
Sent: December 1, 2025 6:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] 231003324

Hello, Summary printout for Robert’s account is not reading right again. Missing the DIA. If we can get this corrected once and for all would be greatly appreciated!! Sincerely, Margaret Margaret Moniz Executive Assistant 101-4548 Lakelse Ave,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

Summary printout for Robert’s account is not reading right again. Missing the DIA.

If we can get this corrected once and for all would be greatly appreciated!!

Sincerely,
Margaret

Margaret Moniz
Executive Assistant
                                                                                                                                        
 
 
101-4548 Lakelse Ave, Terrace, BC V8G 1P8 | Phone 250-635-6166 | 1-800-434-6116 | Fax 250-635-3539 
mmoniz@cbiggroup.ca
Why Canadians Trust CBIG",True,2025-12-02T20:48:53.000+0000,False,False,005OH00000BGeeHYAT,2025-12-02T20:48:53.000+0000,005OH00000BGeeHYAT,2025-12-03T13:24:53.000+0000,005OH00000BGeeHYAT,2025-12-03T13:24:53.000+0000,(250)635-6166,,sam.harling@cbiggroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4MArYAM,False,,24215430,0030A0000029o38QAA,0010A000002wAmqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnecting MFA,Medium,"***2025/12/02***
 
 
==================================================================================
 
User's Name: Bharat Singh
Email: bharat.singh@joylinefinancial.com
Code: D6623
KBA: KB0020738  
Verification: Week 2 (MGA, Advisor)
Advisor is calling to have his MFA disconnected. Called him back with the phone # from Siebel and disconnected his MFA and set him back up. 
==================================================================================
 
***Email Chain***
Hi Bharat,

Thanks for contacting Canada Life Workspace Support regarding your Multi-factor Authentication issue. This is a follow-up email to summarize what we accomplished on the phone together.

Advisor called as he had an issue logging into his Workspace with his MFA. I called Bharat back and disconnected his MFA and then he was successfully able to login to Workspace. 

Thanks for calling Bharat and I hope you have a great day!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  

Warm Regards, 

T.J. Z.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-02T20:29:09.000+0000,False,False,005OH00000BFPZIYA5,2025-12-02T20:29:09.000+0000,005OH00000BFPZIYA5,2025-12-02T20:45:56.000+0000,005OH00000BFPZIYA5,2025-12-02T20:45:56.000+0000,(905)301-5033,(905) 301-5033,bharatsrawat@hotmail.com,(905)276-4010,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4MShYAM,False,,24219132,003OH000005YZbZYAW,001OH000006zHNDYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T21:42:28.000+0000,False,False,0055o000001h8zDAAQ,2025-12-02T21:25:43.000+0000,0055o000001h8zDAAQ,2025-12-02T21:42:29.000+0000,0055o000001h8zDAAQ,2025-12-02T21:42:29.000+0000,(418)540-8344,,ygauthier@gestionfinanceconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h8zDAAQ,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4MZAYA2,False,,24219156,003G0000018f6huIAA,0010A000002wOi9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SegFund access issue,Medium,"call is related to case#23998132 -Advisor just had access to segfund after taking to SL Jennifer, she called back since its loading slow but eventually loaded while on a call. Lydia  will observe it first and will call back if problem persist.
==================
Hi Lydia,

Thank you for calling the workspace support about an issue with Seg Fund application loading slow.

I understand that Jennifer just done some trouble shooting steps to correct the issue. It was loading slowly and eventually it loads and is accessible on your end. Please give it sometime for everything to load as it was just updated from the back end. Don’t hesitate to call us back if the issue persists so we can look into it further.

Appreciate your time calling us today. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-02T21:33:08.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T21:26:04.000+0000,005OH00000BFPZHYA5,2025-12-02T22:03:11.000+0000,005OH00000BFPZHYA5,2025-12-02T22:03:11.000+0000,(519)550-2198,,lydia@kruskafin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4NYRYA2,False,,24219673,0031600002cxOOeAAM,0010A000002wOLAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"London life, password reset-",Medium,"****DDS***** 12/02/2025
User called to get assistance with london life password reset to get access to the VPN. connected user with a service desk rep for assistance

ref: KB0023433


****email chain*****

Hello Oscar,

     It was a pleasure assisting you today. Just want to reach out to service desk next time at 1-800-475-7001, “Option 2 for general inquiries after selecting the advisor option” . If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T21:41:09.000+0000,False,False,005OH00000BFQFHYA5,2025-12-02T21:35:05.000+0000,005OH00000BFQFHYA5,2025-12-02T21:41:09.000+0000,005OH00000BFQFHYA5,2025-12-02T21:41:09.000+0000,(604)438-1232,(604) 670-7746,oscar.xie@hyxie.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4NriYAE,False,,24218318,0035o000004eppTAAQ,0010A000002vtlyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T21:12:52.000+0000,False,False,005G0000002gyDJIAY,2025-12-02T21:12:52.000+0000,005G0000002gyDJIAY,2025-12-02T21:12:53.000+0000,005G0000002gyDJIAY,2025-12-02T21:12:53.000+0000,,(780) 296-5064,tmfinanciallife@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4O4cYAE,False,,24216272,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,IC Client Xpress Error,Medium,"•	Reason for call
Authentication: Yes/No, which rotation
•	Troubleshooting steps completed
•	Email correspondence
•	Source of triage (e.g., “As per KBA001234”)

=================================",True,2026-02-04T19:49:20.000+0000,False,False,005OH00000BFQFGYA5,2025-12-02T20:41:14.000+0000,005OH00000BFQFGYA5,2026-02-04T19:49:20.000+0000,005OH00000BFQFGYA5,2026-02-04T19:49:20.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4OfjYAE,False,,24218848,0030A0000029oWMQAY,0010A000002wB9XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Sent directly to the Advisor Timothy

Hello Timothy,

Our team has received your request to provide Client Listings report for Advisor code 32859. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Timothy,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
0HT3R4RWPO
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 























Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Linda Lewis <linda@mitchellfinancial.ca> 
Sent: November 27, 2025 11:15 AM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] FW: CLIENT LISTING FOR AGENT CODE 38529

Sorry I indicated the wrong agent code – it is 32859 Thanks, From: Linda Lewis Sent: November 27, 2025 12: 14 PM To: 'canindserv@ canadalife. com' <canindserv@ canadalife. com> Subject: CLIENT LISTING FOR AGENT CODE 38529 Hello, Could
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Sorry I indicated the wrong agent code – it is 32859
Thanks, 

From: Linda Lewis 
Sent: November 27, 2025 12:14 PM
To: 'canindserv@canadalife.com' <canindserv@canadalife.com>
Subject: CLIENT LISTING FOR AGENT CODE 38529

Hello,

Could you please provide us with a client listing for above agent code (Timothy Mitchell) showing the following:

1 – Client name - last name, followed by first name (alpha listing by last name)
2 – Policy #
3 – Plan description
4 – Face amount
5 – Policy date
6 – Annualized premium
7 – Renewal commissions going forward.
 
Please let us know if you have any questions.
Thank you,

Linda Lewis
Mitchell Financial
Phone: (416) 595-1441
linda@mitchellfinancial.ca

**********************************
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.",True,2025-12-02T21:21:22.000+0000,False,False,005OH0000088z1hYAA,2025-12-02T21:21:22.000+0000,005OH0000088z1hYAA,2025-12-02T21:29:09.000+0000,005OH0000088z1hYAA,2025-12-02T21:29:09.000+0000,(416)595-1441,(416) 723-1441,tim@mitchellfinancial.ca,(416)595-8272,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4VUMYA2,False,,24220862,0030A0000029YbqQAE,0010A000002vxzuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adding a delegate,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Las login date: Ok
-Firm/MGA name + Province prac: Ok
-Used LogMeIn? Yes
-Advisor code(s): H1896 /E5877

Caller would like to add a delegate.
>>>Provided TPA form and the submission process.

---------------------------------------EMAIL-------------------------------------------


Bonjour Daniel,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Pour ajouter un délégué/adjoint et lui permettre d’accéder à votre portefeuille d’affaires dans l’Espace affaires, celui-ci doit avoir son propre accès à l’Espace affaires.

J’ai joint le formulaire d’accès pour tiers (TPA) pour votre commodité. Veuillez le remplir et l’envoyer à Distribution Methodology à l’adresse suivante : distribution_methodology@canadalife.com

Une fois que l’équipe Distribution Methodology aura traité ce formulaire, votre délégué pourra accéder à votre portefeuille d’affaires sur la plateforme.

Si vous avez besoin d’aide supplémentaire, n’hésitez pas à nous contacter.

	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialemment,

Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T21:58:19.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T21:58:19.000+0000,005OH00000AbCcLYAV,2025-12-02T22:00:20.000+0000,005OH00000AbCcLYAV,2025-12-02T22:00:20.000+0000,(450)202-0877,,finance@assuranceseguin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4WWnYAM,False,,24217310,0030A000002PSfpQAG,0010A000003BzKaQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations access,Medium,"*** DDS Dec 2ND, 2025 ***
User wanted access to PI. Authenticated with rotation 2, temp password then helped create new passord and sign in to PI without issues.
=================
Bonjour Marc-André,

C’était un plaisir de vous parler aujourd’hui et de vous aider à accéder à l’application Illustrations de Produits.

Durant notre appel, j’ai créé un mot de passe temporaire et je vous ai aidé à le mettre à jour pour ensuite vous connecter à Illustrations de Produit.

C’était un plaisir de vous aider aujourd’hui. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-02T21:09:56.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-02T20:56:53.000+0000,005OH00000AbJ7aYAF,2025-12-02T21:09:57.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:03:02.000+0000,(581)991-1717,(418) 576-5060,manadeau@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4ZL1YAM,False,,24223168,003OH00000GC2JQYA1,001OH00000K7L95YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T22:58:15.000+0000,False,False,005OH00000865wTYAQ,2025-12-02T22:58:15.000+0000,005OH00000865wTYAQ,2025-12-02T22:58:15.000+0000,005OH00000865wTYAQ,2025-12-02T22:58:15.000+0000,(250)434-4502,,hari.vyas@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4exNYAQ,False,,24218999,0030A0000029dtGQAQ,0010A000002w2JeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"ELAINE PIPPI
user needs help with accessing their account
found out that they do not have workspace and need to complete registration first.

Email:
----------
Hello Elaine,

Thank you for contacting Workspace Support about signing into your Workspace account.

As mentioned on the call, please contact Distribution_Methodology@canadalife.com to get your User ID that is needed for registration on Workspace. Once you have that information, please go to https://workspace.canadalife.com/registration to register for your account.

Let us know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T21:32:29.000+0000,False,False,005OH00000BGf2TYAT,2025-12-02T21:23:45.000+0000,005OH00000BGf2TYAT,2025-12-02T21:32:29.000+0000,005OH00000BGf2TYAT,2025-12-02T21:32:29.000+0000,(403)714-4867,,ejpippi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4hyTYAQ,False,,24219506,0030A000009zYDdQAM,001G000000whC8pIAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Linda,

Please note this has been send directly to Timothy. 

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CANINDSERV <CANINDSERV@canadalife.com> 
Sent: December 2, 2025 2:09 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: CLIENT LISTING FOR AGENT CODE 38529 - 24218848

Please handle 



Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Linda Lewis <linda@mitchellfinancial.ca> 
Sent: November 27, 2025 11:15 AM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] FW: CLIENT LISTING FOR AGENT CODE 38529

Sorry I indicated the wrong agent code – it is 32859 Thanks, From: Linda Lewis Sent: November 27, 2025 12: 14 PM To: 'canindserv@ canadalife. com' <canindserv@ canadalife. com> Subject: CLIENT LISTING FOR AGENT CODE 38529 Hello, Could
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Sorry I indicated the wrong agent code – it is 32859
Thanks, 

From: Linda Lewis 
Sent: November 27, 2025 12:14 PM
To: 'canindserv@canadalife.com' <canindserv@canadalife.com>
Subject: CLIENT LISTING FOR AGENT CODE 38529

Hello,

Could you please provide us with a client listing for above agent code (Timothy Mitchell) showing the following:

1 – Client name - last name, followed by first name (alpha listing by last name)
2 – Policy #
3 – Plan description
4 – Face amount
5 – Policy date
6 – Annualized premium
7 – Renewal commissions going forward.
 
Please let us know if you have any questions.
Thank you,

Linda Lewis
Mitchell Financial
Phone: (416) 595-1441
linda@mitchellfinancial.ca

**********************************
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.",True,2025-12-02T21:31:53.000+0000,False,False,005OH0000088z1hYAA,2025-12-02T21:31:53.000+0000,005OH0000088z1hYAA,2025-12-02T21:33:00.000+0000,005OH0000088z1hYAA,2025-12-02T21:33:00.000+0000,,,linda@mitchellfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4nFxYAI,False,,24223112,0030A0000029dQVQAY,0010A000002w1y8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset password link for workspace is not received,Medium,"KB0015372 - Guided the ASA to put the correct email and association and still not receiving the password reset link. Reach out to SL Jon and was advised to  Whitelist our email No-Reply@CanadaLife.com though their email administrator
===============
Hi Tiffany,

Thank you for calling the workspace support about not receiving the password reset link to reset your workspace password.

We have tried to make sure that you are putting in the correct email and association, check the status of the email on file which is active but still not able to receive the link. Upon investigation reason why this issue occur its because of the firewall settings that blocks Canada Life email to go through your outlook system. What we need to do is to request through your email administrator to whitelist No-Reply@CanadaLife.com to have this issue fix.

My apologies for the inconvenience and thank you for giving me a chance to investigate this issue. Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T23:26:21.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T22:56:17.000+0000,005OH00000BFPZHYA5,2025-12-02T23:35:28.000+0000,005OH00000BFPZHYA5,2025-12-02T23:35:28.000+0000,(905)307-8999,(416) 818-1918,tony.chau@meritrust.ca,(905)307-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4oqIYAQ,False,,24221492,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Relationship correction for policy 78326677,Medium,"****DDS****12/02/25 

Relationship shows as SON instead of DAUGHTER for one of the beneficiaries (TINA MARIA JAYNE) - referred user to CSC as advised by Assist Line
 
============================================================================================= 
 
****Email Chain****

Hello Danielle,

Thank you for contacting Workspace Support regarding the relationship correction for policy 78326677.

We will have to refer you to refer you to Client Services Centre (CSC) via 1-888-252 1847 to confirm the relationship shows correctly on their end. If incorrect, they will make this correction which will reflect in Workspace in 5-7 days. If the changes do not reflect after 7 business days, kindly let us know and we will escalate this to the Digital Lab for further investigation.

If you have additional questions or require further support, please do not hesitate to reach out to us.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: MacEachern, Danielle <Danielle.MacEachern@canadalife.com> 
Sent: December 2, 2025 10:43 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: CORRECT RELATIONSHIP * THOMAS J DRAKE 78326677
Importance: High

Hello,

Please have system updated to reflect “daughter” as relationship. 

 


Sincerely, 

Danielle M
Senior Advisor Support Associate, Financial Solutions Centre  
Associé au soutien aux conseillers, Centre de solutions financières 
Toll-free| Téléphone: 1-(888) 999-5374 
 
financialsolutionscentre@canadalife.com | centredesolutionsfinancieres@canadavie.com  
 
Go paperless and get 24/7 access with My Canada LifeTM 
Register now 
 
Prenez le virage numérique et profitez d’un accès en tout temps avec Ma Canada VieMC 
Inscrivez-vous dès maintenant 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T22:12:49.000+0000,False,False,005OH0000097FtCYAU,2025-12-02T22:12:49.000+0000,005OH0000097FtCYAU,2025-12-02T22:19:37.000+0000,005OH0000097FtCYAU,2025-12-02T22:19:37.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4qVYYAY,False,,24223113,003G0000018f6eTIAQ,0010A000002wOcVQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Beneficiary percentages were not showing for policy E065559-0 in Workspace,Medium,"***DDS Dec.2/2025***
Spoke to Jon on the assist line and concluded this would need to go to L2. Did a warm transfer and had the User speak to L2 directly.",True,2025-12-02T23:08:24.000+0000,False,False,005OH00000BFQFBYA5,2025-12-02T22:56:17.000+0000,005OH00000BFQFBYA5,2025-12-02T23:08:58.000+0000,005OH00000BFQFBYA5,2025-12-02T23:08:59.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4sXOYAY,False,,24224042,0030A0000029kVoQAI,0010A000002w7rEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-02T23:34:21.000+0000,False,False,005OH00000865wTYAQ,2025-12-02T23:34:21.000+0000,005OH00000865wTYAQ,2025-12-02T23:34:22.000+0000,005OH00000865wTYAQ,2025-12-02T23:34:22.000+0000,(236)420-5835,,kristi.ames@manulifesecurities.ca,(250)860-1213,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4tYFYAY,False,,24222007,0030A0000029ok3QAA,0010A000002wBLhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0022825 - assisted the advisor in getting his access back to workspace.
==================

Hi Guillaume,

Thank you for contacting the workspace support about you not able to access your workspace.

We have identified the issue, and we tried to reset your password first and figure out the correct multi-factor authenticator app/MFA. We can confirm that you were able to access your workspace after we figure out the MFA link to your workspace. If you could delete the other MFA app in your phone aside from the google authenticator app to avoid confusion moving forward.

Appreciate your time and understanding in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-02T22:44:58.000+0000,False,False,005OH00000BFPZHYA5,2025-12-02T22:26:04.000+0000,005OH00000BFPZHYA5,2025-12-02T22:53:23.000+0000,005OH00000BFPZHYA5,2025-12-02T22:53:23.000+0000,(514)247-4007,,gestion@guillaumecote.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h4zCDYAY,False,,24222671,0030A0000029i6RQAQ,0010A000002w5s2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Segregated fund application form,Medium,"*12/2*
----------------
b5639
working on B2B investment segegrate fund application form. 
the forms are in Workspace,RSA, 

*email*
----------------

Good afternoon Jaikumar, 

Thank you for contacting the Workspace Support Team with your form inquiry. 

The Workspace Support Team has very limited how-to information regarding applications and product knowledge, we are more for technical support within Workspace itself, we thought it would be better to direct your question towards your RSA The RSA should be available from this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. If you have any other questions or concerns, please reply to this email or call us back.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T22:55:15.000+0000,False,False,005OH000008919xYAA,2025-12-02T22:43:42.000+0000,005OH000008919xYAA,2025-12-02T23:18:32.000+0000,005OH000008919xYAA,2025-12-02T23:18:32.000+0000,(778)881-5063,,jaikak@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h51CQYAY,False,,24223728,003G0000018f6iNIAQ,0010A000002wOicQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****12/02/25 

Provided user steps on how to submit merge request in WS 
============================================================================================= 
 
****Email Chain****

Good day Helen,
 
Thank you for contacting Workspace Support regarding the merge process in Workspace.

To submit a merge request, please follow the steps below:

-Go to the Overview page in Workspace

 


-Scroll down to Other tools and platforms

 


-Click on Report merge issue, this will open a new window where you will enter the client’s details and submit the request.
  
  
 

The best way to submit your merge request is through Workspace and at minimum we would require the URLs for the duplicate accounts. This will ensure we have all the necessary information to support you. 

If you have any additional Workspace issue or any questions, please do not hesitate to reach out to us again by email or by phone.  
 

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Hengameh Zakipour <helen@zakipourfinancial.com> 
Sent: December 2, 2025 2:48 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Mojgan Nadafi

I have two accounts for Mojgan Nadafi, and no option for merging them. Please let me know how to merge. Financial Security Advisor Helen Zakipour Financial Services Cell# 604 716 9055 helen@ zakipourfinancial. co www. zakipourfinancial. com Are
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
I have two accounts for Mojgan Nadafi, and no option for merging them.
Please let me know how to merge.

 
 Financial Security Advisor
 Helen Zakipour Financial Services
 
    Cell# 604 716 9055
 helen@zakipourfinancial.co
www.zakipourfinancial.com
 Are you prepared for the unexpected? Did you know 73% of Canadians admit they need critical illness insurance, yet only 32% actually own it? Use www.criticaluncovered.ca to help uncover the opportunity!
*Upcoming Absence 

If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.” 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-02T23:20:15.000+0000,False,False,005OH0000097FtCYAU,2025-12-02T23:20:15.000+0000,005OH0000097FtCYAU,2025-12-02T23:22:19.000+0000,005OH0000097FtCYAU,2025-12-02T23:22:19.000+0000,(604)716-9055,(604) 716-9055,helen@zakipourfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h556NYAQ,False,,24223715,0030A0000029ocBQAQ,0010A000002wBEJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Repnet activation code inquiry,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Las login date: N/A
-Firm/MGA name: Ok
-Used LogMeIn? N/A
-Advisor code(s): B7227

Call details: Caller would like to register on Workspace and is inquiring about their Repnet activation code.

>>>Advised to contact D&M team.

------------------------------EMAIL-----------------------
Hi Xin,

Thank you for contacting Workspace Support team.  

To obtain your Repnet activation code (MGA), please contact the Distribution and Methodology team by emailing them at Distribution_Methodology@canadalife.com. Once you have the code, you can proceed with completing your registration.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-02T23:27:28.000+0000,False,False,005OH00000AbCcLYAV,2025-12-02T23:19:35.000+0000,005OH00000AbCcLYAV,2025-12-02T23:27:28.000+0000,005OH00000AbCcLYAV,2025-12-02T23:27:28.000+0000,(604)438-3699,,vickyhuang@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h56orYAA,False,,24224869,0030A0000029W1CQAU,0010A000002vvrzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"***DDSSL Dec 3 2025***

Caller was receiving unused error when registering for Workspace 
Error cause removed. 
Informed caller one last User ID reset will be needed before registering 

*12/2*
----------------
Vivian  
A3387
viviennecarrera@gmail.com	
i wanted to register to Workspace, i dont know if i was registered before in repnet

they have their ID 
walked through repnet password reset
walked through the registration process getting error w1506
the error indicates that they do not have a repnet ID or it's invalid but we were able to perform password resets on their repnet ID using the self servce option in repnet. 
we updated their chrome brower but it keeps reportint ERR w1506 regardless what we do 
had them attempt to change their password again and it stlll resulted in the same error 

*email*
----------------

Good afternoon Vivian,

This is Kevin, Service Leader from the Canada Life Workspace Support team, reaching out regarding your recent request concerning your Workspace registration. We are happy to assist you with this matter.

We had tried to reach you by phone, but it appears that you may have been unavailable at the time of our call. 
We wished to reach out to you and inform you that there has been a development to the error you have been facing, and the root cause of the error has been discovered and removed. 

You should now be able to complete your Workspace registration as expected. 

Please see the steps below to complete your Workspace registration. 

*Please note that you may need to complete one additional password reset for your Canada Life ID due to the error you have been facing. 
Please see the Reset Your User ID portion of the instructions first. Please be sure to create a simple password between 8 – 12 characters for your User ID, including no special characters whatsoever. 
___________________________________________________________________________________________________________________________
Please follow this link for Workspace registration and select ‘Register Now’. 
https://workspace.canadalife.com

You will be prompted to provide the credentials, including the password, associated with User ID: ARVI94
If a password reset is required for the User ID, please see the steps below.

To reset your User ID (formerly Repnet):
a) Click here: Sign in | Canada Life
b) Select ""Forgot password""
c) Follow the steps on-screen to reset your password
NOTE - If you receive the error User ID invalid, add @clext to the end of your User ID. e.g., example@clext 
Should you encounter any issues, please contact Workspace Support at 1-888-999-4516 and request a Repnet User ID reset.
Once the credentials are accepted, you may select the most appropriate login credentials for their Workspace profile and will be able to complete the registration.

Please note that you will be prompted to set up a multifactor authentication (MFA) method for your login. 
If you require assistance with setting up your authenticator, please contact the Workspace Support team at 1-888-999-4516. Please be prepared to confirm your identity when calling. 
___________________________________________________________________________________________________________________________

If you have additional questions or require further support, please do not hesitate to let us know.
You may call and request for me directly. 

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hey L2, 

Advisor is unable to register for Workspace, getting invalid ID or ERR 1506 despite multiple password resets via the self-service option in Workspace. A ticket might need to be sent to DAS for it. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Good afternoon Vivian, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to register for Workspace. We were able to walk you through the password reset option in Repnet but when we attempted to register you to Workspace, we kept receiving ERR W1506 regardless of password reset attempts or other triage attempted. This has been escalated to our support team who will follow up with you as soon as it’s resolved. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:10:24.000+0000,False,False,005OH000001yNnaYAE,2025-12-03T00:12:42.000+0000,005OH000008919xYAA,2025-12-03T19:10:24.000+0000,005OH000001yNnaYAE,2025-12-03T19:10:24.000+0000,(604)524-8644,,ajins@telus.net,(604)524-8654,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h66y6YAA,False,,24231113,0031600002C6m4NAAR,0010A000002wN7dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"CYNTHIA MARGARET BATCHELOR
User would like to set up authenticator on a new device and user was also having trouble with their password/access to their workspace account.

Email:
----------
Hello Cynthia,

Thank you for contacting Workspace Support for assistance with setting up your authenticator on your new device

On the call today, we were able to virtually connect through LogMeIn session to troubleshoot your authenticator set up issues and password reset requests you were getting. We were successfully in setting your authenticator up on your new device so you can use it to log into your Workspace account in the future.

Let me know if you have any more questions.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:47:02.000+0000,False,False,005OH00000BGf2TYAT,2025-12-03T15:12:33.000+0000,005OH00000BGf2TYAT,2025-12-03T15:47:02.000+0000,005OH00000BGf2TYAT,2025-12-03T15:47:02.000+0000,(613)258-1997,EXT 430,cynthia1@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h69UTYAY,False,,24226038,0030A0000029hHmQAI,0010A000002w5D2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T05:32:04.000+0000,False,False,005OH00000AuWfNYAV,2025-12-03T05:28:42.000+0000,005OH00000AuWfNYAV,2025-12-03T05:32:04.000+0000,005OH00000AuWfNYAV,2025-12-03T05:32:04.000+0000,(416)597-1456,,testemail1@fakemail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,121.0
500OH00000h6NfjYAE,False,,24228633,0030A00000BROtdQAH,0010A00000C1bzpQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Adara LePage 60920877-5,Medium,"***DDS*** 12/03/25
Name: PATRICIA CARVER
Phone: 
Agent code: 
Reference: KB0021989

Hello Tricia,

If the application was submitted but is now missing, please contact your New Business Coordinator for assistance: 
Christine Koukoulidis 647-264-1595

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Carver, Tricia <tricia.carver@nbc.ca> 
Sent: December 3, 2025 9:29 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: ethan.mushaluk <ethan.mushaluk@nbc.ca>
Subject: [EXT] Re: 24228633 - RE: Adara LePage 60920877-5

Hello again, I submitted the application noted above last week and it has disappeared. It’s not showing in the Simple Protect unsubmitted apps or in the spot in new business where all applications show up after they are submitted. I checked
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Hello again,

I submitted the application noted above last week and it has disappeared. It’s not showing in the Simple Protect unsubmitted apps or in the spot in new business where all applications show up after they are submitted. 

I checked the first spot in case I’d forgotten to submit it. Which is possible but it’s not there either. But I’m pretty sure I did submit it. 

Does all of that make sense?

Thanks for your help,

Trish 




***DDS*** 12/03/25
Name: PATRICIA CARVER

Hello Tricia,

Thank you for contacting the Workspace support group.

I’m not sure I understand your inquiry, please provide more information.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Carver, Tricia <tricia.carver@nbc.ca> 
Sent: December 2, 2025 12:11 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: ethan.mushaluk <ethan.mushaluk@nbc.ca>
Subject: [EXT] Adara LePage 60920877-5

Hello there, I found this in my e-mail saying the application had been signed. I would have submitted it within 24 hours of getting this notice, I think. Tricia Carver, CPA-CA, CFP, TEP Insurance Advisor Tel : (204) 925-5153 extension 55153
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello there,

I found this in my e-mail saying the application had been signed. I would have submitted it within 24 hours of getting this notice, I think.



Tricia Carver, CPA-CA, CFP, TEP
Insurance Advisor
	 
Tel : (204) 925-5153 extension 55153
   tricia.carver@nbc.ca 

 

 

NBF Financial Services Ltd. Partner of National Bank Insurance
Tr. 6576-1-1
1000 – 400 St. Mary Ave, Winnipeg, MB R3C 4K5


From: SimpleProtect.Support@canadalife.com <SimpleProtect.Support@canadalife.com> 
Sent: Monday, November 24, 2025 2:06 PM
To: Carver, Tricia <tricia.carver@nbc.ca>
Subject: Application signed

**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL 
**************************************
Proceed with application
Application ID: 60920877-5
Dear advisor, 
All reviews have been completed and signatures have been submitted by:
Adara LePage 
John LePage 
Please return to SimpleProtect to continue the application process.",True,2025-12-03T14:21:29.000+0000,False,False,005OH00000BGeeHYAT,2025-12-03T14:21:29.000+0000,005OH00000BGeeHYAT,2025-12-03T21:01:08.000+0000,005OH00000BGeeHYAT,2025-12-03T21:01:08.000+0000,(204)925-5153,,tricia.carver@nbc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6YoUYAU,False,,24227973,0030A0000029j45QAA,0010A000002w6dMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR-P202 (AW_PD_ERR-P202),Medium,"***DDS*** 12/04/25
Name: MARK ANTAYA 
Phone: 
Agent code: E7992
Reference: KB0021789

Hello Joanne,

Thank you for contacting the Workspace support group, I will submit this to be escalated. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Joanne Machado <Joanne.Machado@richardsonwealth.com> 
Sent: December 4, 2025 10:19 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Byun, Jiwon <jiwon.byun@Canadalife.com>
Cc: Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>; Uche, Nnedinma <Nnedinma.Uche@canadalife.com>; Riina Muzaffar <Riina.Muzaffar@RichardsonWealth.com>; Ryan Raven <Ryan.Raven@RichardsonWealth.com>
Subject: [EXT] RE: 24227973 - RE: Agent Change Request - Canada Life - Mahtab Tait (#25142989)

I am still getting the same error. Change was processed on Nov 30th, it is now Dec 4th (3 full business days). Please look into this to ensure the access is correct. Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
I am still getting the same error.  Change was processed on Nov 30th, it is now Dec 4th (3 full business days).  Please look into this to ensure the access is correct.

 


Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited.
Tel. 416.969.4733  .  joanne.machado@richardsonwealth.com
100 Queens Quay East, Suite 2500, Toronto, ON, M5E 1Y3

Inforce Servicing Requests: rwl.insuranceservices@richardsonwealth.com
New Business Requests: rwl-insurancenewbusiness@richardsonwealth.com



***DDS*** 12/03/25
Name: MARK ANTAYA
Phone: 
Agent code: E7992
Email: Hello Joanne,

Thank you for contacting the Workspace support group in regards to AOR change.

As per Jiwons reponse below it does take time for the system to update.   

Please allow until tomorrow morning and check again.  

If it still does not work please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Byun, Jiwon <jiwon.byun@Canadalife.com> 
Sent: December 2, 2025 11:58 AM
To: Joanne Machado <joanne.machado@richardsonwealth.com>
Cc: Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>; Uche, Nnedinma <Nnedinma.Uche@canadalife.com>; Riina Muzaffar <Riina.Muzaffar@RichardsonWealth.com>; Ryan Raven <Ryan.Raven@RichardsonWealth.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: Agent Change Request - Canada Life - Mahtab Tait (#25142989)

Hi Joanne,

Regarding the attached AOR request for policy 25142989, I can reconfirm that the policy transfer had been properly reflected as of November 30 on our end. As it takes some time to replicate the changes across all of our systems, I would suggest you or the advisor to access to the policy on Workspace 2 to 3 business days after you receive a confirmation.

As our Workspace Support team is already received your request, I’m hoping that they are able to assist you further.

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com> 
Sent: December-02-25 11:01 AM
To: Byun, Jiwon <jiwon.byun@Canadalife.com>
Cc: Uche, Nnedinma <Nnedinma.Uche@canadalife.com>
Subject: FW: Agent Change Request - Canada Life - Mahtab Tait (#25142989)

From: Joanne Machado <Joanne.Machado@richardsonwealth.com> 
Sent: December 2, 2025 10:39 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Uche, Nnedinma <Nnedinma.Uche@canadalife.com>
Cc: Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>; Riina Muzaffar <Riina.Muzaffar@RichardsonWealth.com>; Ryan Raven <Ryan.Raven@RichardsonWealth.com>
Subject: [EXT] FW: Agent Change Request - Canada Life - Mahtab Tait (#25142989)

Hello Canada Life, we are continually getting the same error on all recent AoR transfers – see below. Can you please investigate the piece that keeps getting missed on these transfers?? The constant need to follow up due to the same issue is
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Hello Canada Life, we are continually getting the same error on all recent AoR transfers – see below.  Can you please investigate the piece that keeps getting missed on these transfers??   The constant need to follow up due to the same issue is very time consuming.

 


Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited.
Tel. 416.969.4733  .  joanne.machado@richardsonwealth.com
100 Queens Quay East, Suite 2500, Toronto, ON, M5E 1Y3

Inforce Servicing Requests: rwl.insuranceservices@richardsonwealth.com
New Business Requests: rwl-insurancenewbusiness@richardsonwealth.com


 
 
 
www.richardsonwealth.com  

  


From: Uche, Nnedinma <Nnedinma.Uche@canadalife.com> 
Sent: Sunday, November 30, 2025 7:00 PM
To: Joanne Machado <Joanne.Machado@richardsonwealth.com>
Cc: Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>; Riina Muzaffar <Riina.Muzaffar@RichardsonWealth.com>; Ryan Raven <Ryan.Raven@RichardsonWealth.com>
Subject: FW: Agent Change Request - Canada Life - Mahtab Tait (#25142989)

	Some people who received this message don't often get email from nnedinma.uche@canadalife.com. Learn why this is important 

External/Externe
Hello Joanne,

Thank you for submitting your Agent of Record (AOR) change.

I have completed your request.

You will be able to view the change within two business days.


Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Contracts & Compensation <Contracts&Compensation@canadalife.com> 
Sent: Tuesday, November 11, 2025 10:36 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: Agent Change Request - Canada Life - Mahtab Tait (#25142989)

 
________________________________________
From: Joanne Machado <Joanne.Machado@richardsonwealth.com>
Sent: Tuesday, November 11, 2025 4:30:53 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Cc: Riina Muzaffar <Riina.Muzaffar@RichardsonWealth.com>; Ryan Raven <Ryan.Raven@RichardsonWealth.com>
Subject: [EXT] Agent Change Request - Canada Life - Mahtab Tait (#25142989)
Hello Canada Life, please proceed with the attached request. Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited. Tel. 416. 969. 4733 . joanne. machado@ richardsonwealth. com 100 Queens Quay

Hello Canada Life, please proceed with the attached request.
 
Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited.
Tel. 416.969.4733  .  joanne.machado@richardsonwealth.com
100 Queens Quay East, Suite 2500, Toronto, ON, M5E 1Y3
 
Inforce Servicing Requests: rwl.insuranceservices@richardsonwealth.com
New Business Requests: rwl-insurancenewbusiness@richardsonwealth.com
 
 
 
 
 
www.richardsonwealth.com  
 
  
 
 
From: Riina Muzaffar <Riina.Muzaffar@RichardsonWealth.com> 
Sent: Tuesday, November 11, 2025 10:29 AM
To: RWL - Insurance Services <RWL.InsuranceServices@RichardsonWealth.com>
Cc: Ryan Raven <Ryan.Raven@RichardsonWealth.com>
Subject: Agent Change Request - Canada Life - Mahtab Tait (#25142989)
 
Hello,
 
Please process the attached AOR Change request. Strictly looking for the ability to continue servicing the policy, without commissions. AOR Change Form, Client Disclosure Form & the Canada Life Policy Statement are attached. Policy details are below. Please advise should anything further be required.
 
Servicing Advisor: Mark Antaya
Client Name: MAHTAB TAIT
Carrier: Canada Life
Policy Type: Term 20
Policy#: 25142989
 
Thank you!
Riina
 
Riina Muzaffar  
Associate • Antaya Wealth Counsel • Richardson Wealth Limited
Tel. 613.788.8012
Toll Free 1.888.572.7735 
Email Riina.Muzaffar@RichardsonWealth.com
343 Preston Street, Suite 300, Ottawa ON, K1S 1N4
 
 
 
www.RichardsonWealth.com
Click here to read Our Principles.
Unsubscribe",True,2025-12-03T14:04:02.000+0000,False,False,005OH00000BGeeHYAT,2025-12-03T14:04:02.000+0000,005OH00000BGeeHYAT,2025-12-05T16:41:02.000+0000,005OH00000BGeeHYAT,2025-12-05T16:41:02.000+0000,(613)788-8010,(613) 889-5227,mark.antaya@richardsonwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6bYsYAI,False,,24227627,0030A0000029VqkQAE,0010A000002vviGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 2nd, 2025 ***
User wants to access Workspace. Indicated where to find verification code on his phone.
================
Good morning Paul,

It was a pleasure speaking with you today and helping you connect to your Workspace account.

During our call I indicated where to find the verification code on your phone. You found the code on your Google Authenticator and signed in successfully.

I’m glad I was able to assist you today logging in to your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T14:04:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T13:53:03.000+0000,005OH00000AbJ7aYAF,2025-12-03T14:04:13.000+0000,005OH00000AbJ7aYAF,2025-12-03T14:04:13.000+0000,(514)586-9330,,paulmontpetit@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6czYYAQ,False,,24227141,0030A0000029o5nQAA,0010A000002wAomQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Register for Workspace,Medium,"Caller Name: Tom Kawasaki
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Tom Kawasaki	
Phone: 613.380.2030
Email: tkawasaki@cdspi.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Needs to register for Workspace

FINDINGS: Not registered. test dummy email in SF. checked Siebel and found E3810 National Acct.
Name found in Siebel is TSUTOMU KAWASAKI
Timtam shows, KAWAST1 user id. 
checked ISAM using this full name and found KAWAST1@clext is active but no email address tied to it.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oLz0AAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H8jTAAS%26cntc%3D0035o000004H8jTAAS%26id%3D0055o000001oLz0AAE

--------------------------------------***DDS  12/08/2025***--------------------------
RESOLUTION: SENT FINAL FOLLOW UP. ADVISING HIM ONCE HE HAS THE INFO TO CONTACT US.

--------------------------------------***DDS  12/08/2025***--------------------------
Hello Tom, 

I’m sure you will hear from them soon. Once you have the information do give us a call if you need further assistance, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/08/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/08/2025***--------------------------
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Nobody from Distribution methodology has responded to my request for my user id.



Tom Kawasaki, CFP®
Eastern Ontario Region Investment Planning Advisor 




--------------------------------------***DDS  12/08/2025***--------------------------
RESOLUTION: SENT FINAL FOLLOW UP
--------------------------------------***DDS  12/08/2025***--------------------------
RESOLUTION: SENT FINAL FOLLOW UP
--------------------------------------***DDS  12/08/2025***--------------------------
Hello Tom,

Following up on the below email. 

As we’ve not heard back form you, we will close this request. If you still require assistance once you have all the information do contact us, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/04/2025***--------------------------
SENT FOLLOW UP AGAIN TO ADVISE HIM TO CHECK HIS EMAILS/RECORDS
--------------------------------------***DDS  12/04/2025***--------------------------
Hello Tom,

Thanks for the update. Hopefully, you hear back soon.

Please also check your emails/records to see if you’ve ever received anything directly from Distribution Methodology or anything mentioning your Repnet ID/User ID.

If you find/recall what that is, you can use this to register for Workspace following the steps mentioned in my initial message.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/04/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/04/2025***--------------------------
I reached out to get my user id and have not heard back. 

--------------------------------------***DDS  12/04/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  12/04/2025***--------------------------
Good morning Tom,

Following up on the below message. 

Please let us know if you still require assistance, please provide your Advisor code, the repnet/user id and what steps you’ve taken so we can better assist you, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/03/2025***--------------------------
SENT INSTRUCTIONS ON HOW TO REGISTER FOR WORKSPACE.
--------------------------------------***DDS  12/03/2025***--------------------------
Hello Tom,

We received the below request from Kezia to assist you with registering for Workspace access. 

To register for Workspace access you will need the following pieces of information. 

Your User ID/formerly Repnet ID. If you can’t remember your Username or password, please click here to reset or if you’re not sure what the User ID/formerly Repnet ID is, please reach out to Distribution_Methodology@canadalife.com to inquire.

Step 1: Click on the link Register
Step 2: Enter your RepNet ID and Password. 
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other. 
You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/03/2025***--------------------------
EMAIL RECEIVED FROM KEZIA THANESWARAN ON BOTH MAILBOXES. PICKED UP ON THE CL MAILBOX
--------------------------------------***DDS  12/03/2025***--------------------------
Hi team,

Can someone please assist the below advisor with getting set up? Thanks!

Regards,



Kezia Thaneswaran (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-5033
Email: kezia.thaneswaran@canadalife.com

📅 Book time to meet with me 


Upcoming absences: October 24th  – November 5th 
Goodbye RepNet – hello Workspace! 
Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
5% DISCOUNT : Critical Illness insurance

 
Visit  canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Monteyne, Leslie <Leslie.Monteyne@canadalife.com> 
Sent: December 2, 2025 2:58 PM
To: Tom Kawasaki <tkawasaki@cdspi.com>; Thaneswaran, Kezia <Kezia.Thaneswaran@canadalife.com>
Subject: RE: connection for Canada Life

Hi Tom,

Thanks for your quote request. I would be happy to put these together for you, but I have also cc’d your Regional Sales Associate, Kezia Thaneswaran, to help you get set up on Workspace, our advisor landing hub, which has the link to our online illustrations.

@Thaneswaran, Kezia would you kindly assist Tom with getting registered and accessing Workspace?

Cheers,

Leslie Monteyne BA, GBA (she/her)
Regional Sales Representative, Insurance | Insurance Distribution | GTA
leslie.monteyne@canadalife.com  
Mobile (preferred) 647-462-2724
Office 416-552-5797   

Upcoming absences: December 22-26, January 16

📅 Book time to meet with me 
 
Core business hours: 8:00 am to 4:00 pm EST
 
 
For all inforce inquiries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 
 

From: Tom Kawasaki <tkawasaki@cdspi.com> 
Sent: December 2, 2025 2:53 PM
To: Monteyne, Leslie <Leslie.Monteyne@canadalife.com>
Subject: [EXT] RE: connection for Canada Life

Hi Leslie, I’m looking for CI for a client. A couple of options… Split Dollar premium, $2M coverage, ROP rider 15 Years Straight CI, no ROP, Corporate owned, $2M coverage Straight CI, no ROP, individually owned, $2M coverage Client is male,
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Leslie,

I’m looking for CI for a client.  A couple of options…
1.	Split Dollar premium, $2M coverage, ROP rider 15 Years
2.	Straight CI, no ROP, Corporate owned, $2M coverage
3.	Straight CI, no ROP, individually owned, $2M coverage
Client is male, n/s (hasn’t smoked since 2020), July 4, 1984.

Is it easier to get the software installed on my computer or for you to generate the illustrations for me?

Thanks in advance.

Tom




Tom Kawasaki, CFP®
Eastern Ontario Region Investment Planning Advisor 



How did we do today? Click here to complete our anonymous 1-minute survey.


 

Head Office: 2005 Sheppard Ave E Suite 500	, Toronto	, ON	, M2J 5B4

T: 1.800.561.9401 ext 6854 or 613.380.2030
F: 1.866.561.2250

tkawasaki@cdspi.com | cdspi.com



For administrative matters please contact:

Kevin Bautista
Investment Sales Associate & Administrator 
1.800.561.9401 ext. 6873 or 416.385.6873
kbautista@cdspi.com | cdspi.com",True,2025-12-08T13:04:27.000+0000,False,False,005OH00000AUS7aYAH,2025-12-03T13:35:53.000+0000,005OH00000AUS7aYAH,2025-12-08T15:04:18.000+0000,005OH00000AUS7aYAH,2025-12-08T15:04:18.000+0000,(613)380-2030,,tkawasaki@cdspi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6dR0YAI,False,,24228000,0030A00000B37KVQAZ,0010A00000BdPqGQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T14:04:53.000+0000,False,False,005G0000002gxxjIAA,2025-12-03T14:04:53.000+0000,005G0000002gxxjIAA,2025-12-03T14:04:54.000+0000,005G0000002gxxjIAA,2025-12-03T14:04:54.000+0000,(514)992-7913,,ab.elmoutaouakil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6dXTYAY,False,,24227994,0030A0000029UtgQAE,0010A000002vuwkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace firm registration,Medium,"*** DDS Dec 3rd, 2025 ***
User wants to know how to register for Workspace and link all 110 advisors from the firm to that Workspace account for the assistant. Could not connect with assist so sent question and will call back to 418-623-6651 ext 1610 once I have a response.
=================",True,2025-12-04T18:09:50.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T14:04:45.000+0000,005OH00000AbJ7aYAF,2025-12-04T18:09:50.000+0000,005OH00000AbJ7aYAF,2025-12-04T18:09:50.000+0000,(418)623-6651,,sbedard@cflebourgneuf.com,(418)623-7873,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6e3iYAA,False,,24227476,003G0000018f6SXIAY,0010A000002wOOsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Workspaces access, err-w1287",Medium,"*****DDS****12/03/2025
User was having issues signing into workspace and getting err- w1287. DDS did a logmein session and closed all workspace sign in sessions user had open and cleared cookies and cache and user was able to successfully sign in. 


*****email chain*****
Hello Maria, 

      It was a pleasure assisting you today, just want to ensure you only have 1 session open when trying to access workspace. In the case that happens again, you can try clearing cache and cookies and re-opening the sign in session. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T14:25:04.000+0000,False,False,005OH00000BFQFHYA5,2025-12-03T13:48:36.000+0000,005OH00000BFQFHYA5,2025-12-03T14:25:04.000+0000,005OH00000BFQFHYA5,2025-12-03T14:25:04.000+0000,(905)669-5577,(416) 577-4595,john@penmore.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6ebYYAQ,False,,24228574,003OH00000TN9I6YAL,001OH00000Zm0XuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login error ERR-W1287,Medium,"JACKLYN LANE

Advisor was getting above error message. The issue was resolved by clearing cache and cookies.

Hello Jacklyn,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you were getting login error ERR-W1287. We were able to resolve this issue by clearing cache and cookies in your browser. Also, you were able to access workspace though different browser. Please let us know if this issue arises again.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T14:36:20.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T14:20:00.000+0000,005OH00000BFiyTYAT,2025-12-03T14:36:21.000+0000,005OH00000BFiyTYAT,2025-12-03T14:36:21.000+0000,(416)892-0790,,jacklyn@changinglanesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6ejbYAA,False,,24226583,003G000001rk0VLIAY,0010A000002wT1FQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Password Reset,Medium,"***DDs**12/03/2025
user has difficulty to reset his password on his own as he input the wrong password several time,
Authenticated user and reset password
KB0017399
email=====
Hello Remi,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you regarding your password reset.

On our call today we reset your Advisor solution password, you were able to change your password and access your account

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-12-03T13:35:18.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T13:11:15.000+0000,005OH00000AZ3ZxYAL,2025-12-03T13:38:19.000+0000,005OH00000AZ3ZxYAL,2025-12-03T13:38:19.000+0000,(506)857-8777,,remi@rpsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6fm7YAA,False,,24227438,0031600002NTvN1AAL,0010A000002wNifQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1287 -,Medium,"•	Reason for call: Cannot login to WS, ERR-W1287
Authentication: Yes/No, which rotation: Yes, Dec Rotation
•	Troubleshooting steps completed: Reset password via SF
•	Email correspondence
•	Source of triage (e.g., “As per KBA001234”): Authentication

============================
Hello Jeremy, 

Thank your for contacting Workspace Support. It was our pleasure in helping restore access to your Workspace account. 

Your voice matters! Let us know what you thought about the quality of service provided by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:00:24.000+0000,False,False,005OH00000BFQFGYA5,2025-12-03T13:47:25.000+0000,005OH00000BFQFGYA5,2025-12-03T15:01:11.000+0000,005OH00000BFQFGYA5,2025-12-03T15:01:11.000+0000,(506)857-6835,(506) 531-5660,jeremy@axisfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6gOqYAI,False,,24228313,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User is now being directed to user the MFA on his phone but he was always using the browser MFA. 
Logmein - to assist user to sign in 

Email: shawn@otfs.ca 
Email: shawn@flanniganfinancial.ca

*************************************************************
Good morning, Shawn

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace sign in! 
 
I'm glad I was able to assist you with signing into Workspace, as a reminder you will always need to use your Edge browser as the authenticator was set up there. 
In terms of Advice Canada, you will be able to access it on Workspace though the Overview page, the fourth tile (far right). 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T14:38:31.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T14:14:13.000+0000,005OH00000BG5v4YAD,2025-12-03T14:38:31.000+0000,005OH00000BG5v4YAD,2025-12-03T14:38:31.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6gyHYAQ,False,,24226656,003G0000018f6jaIAA,0010A000002wOjoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect Link Issue,Medium,"Client didn't receive link for application ID 60922994-2. Sent new link to advisor.

===Email Chain===

Hi there Colin,

Thank you for reaching out to Workspace Support with this new Simple Protect issue.

We’ve obtained a direct link for you to provide your client (The insured) to sign: https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=fc9458b8-4e01-4ca9-bb7d-bb2a6cd7af7a.

Expected Data:
Last Name: Breikss
Postal Code: V6B2W9
Date of Birth: January 23rd, 1976

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Colin Jones <Colin@colinjones.ca> 
Sent: December 2, 2025 4:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Follow up Different Policy same issue C23985191 - Simple Protect Issue Application ID 60922994-2

Morning Please provide update on this request – client (and me) feel left hanging TY Colin NB Please update mailing address as noted below, and add colin@ colinjones. ca my email to your address book Thank you Colin life, disability & critical
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Morning   Please provide update on this request – client (and me) feel left hanging    TY Colin 

NB Please update mailing address as noted  below, and add colin@colinjones.ca my email to your address book   Thank you Colin  
life, disability & critical illness insurance 
retirement plans, employee benefit programs 
   Suite 403  – 1777 56 St. 
   Delta, BC   V4L0A6 
   Cell  604-728-4071 
   http://www.colinjones.ca/ 

""The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. AND, “If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.”


From: Colin Jones 
Sent: November 28, 2025 1:32 PM
To: 'Workspace Support' <WorkspaceSupport@canadalife.com>
Subject: RE: Follow up Different Policy same issue C23985191 - Simple Protect Issue Application ID 60922994-2


[Incomplete] C. Breikss
Modified on: Thu, Nov 27, 2025	T10
$1,000,000	Application ID:
60922994-2

Good Afternoon Eliese
Another client not receiving the recently completed Simple protect app. 
It’s happened before with this company  (Major Tom Agency Inc – policy owner. )
Could you please generate a one link to facilitate application approval?
Thank you Colin and have a great weekend  
NB Please update mailing address as noted  below, and add colin@colinjones.ca my email to your address book   Thank you Colin  
life, disability & critical illness insurance 
retirement plans, employee benefit programs 
   Suite 403  – 1777 56 St. 
   Delta, BC   V4L0A6 
   Cell  604-728-4071 
   http://www.colinjones.ca/ 

""The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. AND, “If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.”


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 24, 2025 10:59 AM
To: Colin Jones <Colin@colinjones.ca>
Subject: C23985191 - Simple Protect Issue Application ID 60920771-0

Hi there Colin,

We’re reaching out to you regarding the issue with your client not receiving the link to review & sign from Simple Protect.

We’ve obtained a direct link for you to provide your client https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=8f52ce4a-5ddb-4827-80fc-958705b39f2a. Please note this link expires in 72 hours.

Expected Data:

Name: Schwarz
Postal Code: V5C0H8
Date of Birth: November 10th, 1976
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey. Thanks in advance.
 
Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas",True,2025-12-03T13:14:23.000+0000,False,False,0050A000000qsPeQAI,2025-12-03T13:14:23.000+0000,0050A000000qsPeQAI,2025-12-03T13:14:23.000+0000,0050A000000qsPeQAI,2025-12-03T13:14:23.000+0000,(604)728-4071,(604) 428-4071,colin@colinjones.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6iYiYAI,False,,24227653,0030A000003lLM6QAM,0010A000004Y4aNQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login issue ERR-W1287,Medium,"JEAN-MICHEL LORRAIN

adviosr called in again because they were getting same error message. They were able to login again after changing their password and they ended the call while on hold,

Hello Jean-Michel,

I am following up on your phone call; it was ended from your end. Please let me know if you are still getting the error message. Please try to put the password manually instead of using password manager. Also, you can try different browser. If the error is still same, I will be happy to investigate it further.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 8:39 AM
To: Lorrain, Jean-Michel <jean-michel.lorrain@parkgatefinancial.ca>
Subject: Login issue ERR-W1287 24226942

Hello Jean-Michel,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, we discussed about the workspace login issue with error ERR-W1287. You were able to change your password from website, and it helps you to resolve the issue. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T14:07:20.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T13:54:03.000+0000,005OH00000BFiyTYAT,2025-12-03T14:07:20.000+0000,005OH00000BFiyTYAT,2025-12-03T14:07:20.000+0000,(289)337-4440,(416) 671-5113,jean-michel.lorrain@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6jWNYAY,False,,24226942,0030A000003lLM6QAM,0010A000004Y4aNQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login issue ERR-W1287,Medium,"JEAN-MICHEL LORRAIN
ll35931
Advisor was getting about error code. they were able to change their password from the website. This helps them to resolve the issue.

Hello Jean-Michel,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, we discussed about the workspace login issue with error ERR-W1287. You were able to change your password from website, and it helps you to resolve the issue. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T13:39:38.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T13:27:18.000+0000,005OH00000BFiyTYAT,2025-12-03T13:39:39.000+0000,005OH00000BFiyTYAT,2025-12-03T13:39:39.000+0000,(289)337-4440,(416) 671-5113,jean-michel.lorrain@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6lTNYAY,False,,24229333,003G0000018f70DIAQ,0010A000002wP2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login error ERR-W1285,Medium,"DAVID D MACKINNON

LL23115
Advisor was getting above error message. Changed their User Id password after authentication and they created their own password. Then they get ERR-W1282 error message. I sent them a password reset link and they were able to login. They logged out and tried to login again, then got ERR- W1282 due to invalid password. We changed your password again. 

Hello David,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, we discussed about the login error ERR-W1285. We completed the authentication process. After investigation I find out your User Id was locked. We were able to unlock your user Id by changing your USER Id password. Then we changed your workspace password. This allows you to login successfully. You logged out and tried to login again, you were getting the ERR- W1282 due to invalid password.  Advisor changed their password again. It allows them to login successfully. Please let me know if you need any further assistance.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T14:51:39.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T14:37:14.000+0000,005OH00000BFiyTYAT,2025-12-03T15:02:53.000+0000,005OH00000BFiyTYAT,2025-12-03T15:02:53.000+0000,(613)935-3996,(613) 551-6109,dave@bmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6lujYAA,False,,24227180,0031600002VJNPhAAP,0010A000002wO4qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1287,Medium,"Caller Name: CINDY CHACRA
Advisor or support staff: Advisor support
Advisor Code: 35009
Advisor Name: KEVIN STEWART CL Advisor ID - F4614	
Phone: 
Email: cindy.chacra@rlfg.ca		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: trying to advisor workspace. incorrect email/password. tried to reset/received the link. ERR-W1287

FINDING: KB0020537 FOR ERR-W1287
Cchacra@clext is active

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000006zkSHYAY%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000K04l0YAB%26cntc%3D003OH00000K04l0YAB%26id%3D005OH000006zkSHYAY

RESOLUTION: Couldn't do log me in session/firewall issue. 
Guided her through creating a new password/ she was not using a special character required.
had her sign out/in again to test with success.




--------------------------------------***DDS  12/03/2025***--------------------------
Hello Cindy, 

Thank you for contacting Workspace Support today regarding not being able to access Workspace for Advisor Solutions and receiving ERR-W1287.

I’m glad I was able to help you resolve the issue and you’ve signed into Workspace successfully.

To recap, you were able to re-set your password and now selected one of the special characters required. 

You were then able to sign into Workspace, we also had you sign out and in again with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T14:04:14.000+0000,False,False,005OH00000AUS7aYAH,2025-12-03T13:36:59.000+0000,005OH00000AUS7aYAH,2025-12-03T14:04:14.000+0000,005OH00000AUS7aYAH,2025-12-03T14:04:14.000+0000,(343)293-2910X4502,(613) 217-1403,kevin.stewart@rlfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6lwLYAQ,False,,24227185,003OH00000YdsGKYAZ,001OH00000hxHE9YAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Advisor Solutions Workspace registration,Medium,"***DDS*** 12/03/25
Name:  Ashley DesChenes
Phone: 
Agent code: F8128/F8134

Hello Ashley,

I do see that this was escalated yesterday Case# 24221712 to our L2 team.

Once our team has completed the investigation one of our team members will get back to you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ashley DesChenes <ashley@belay.ca> 
Sent: December 3, 2025 9:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 24227185 - RE: Register for access to Canada Life Workspace

Hi Jenifer, Hope you are well. I called workspace support yesterday, and they told me that they were unable to help me because it appears there may be an issue with the permissions with my codes… They were supposed to email you to let you know
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Jenifer, 

Hope you are well. I called workspace support yesterday, and they told me that they were unable to help me because it appears there may be an issue with the permissions with my codes… They were supposed to email you to let you know that there was nothing they could do on their end. 

Anyway we can escalate looking into this?

Thank you,

Ashley DesChenes
Executive Assistant | Client Service 
BELΛY ADVISORY
780-409-8908 | www.belay.ca
This email may be confidential and protected by legal privilege.  If you are not the intended recipient, disclosure, copying, distribution and use are prohibited.  Please notify us immediately and delete this email from your systems.
 
Upcoming Vacation Alert: 
I will be out of the office during the following time period(s):




________________________________________
From: Ashley DesChenes <ashley@belay.ca>
Sent: Wednesday, December 3, 2025 6:48:22 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: 24227185 - RE: Register for access to Canada Life Workspace 
 
I already called workspace support yesterday and spoke to something and they said they were not able to help me

Ashley DesChenes
Executive Assistant | Client Service 




Hello Ashley,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Advisor Solutions Workspace registration.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Bornn, Jenifer <Jenifer.Bornn@canadalife.com> 
Sent: December 2, 2025 2:31 PM
To: DesChenes, Ashley <ashley@belay.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace
Importance: High

Hi Workspace Support,

Ashley was recently set up with advisor code below and when registering it is giving her an error message stating “the information does not match our records”. 

Can you please escalate this issue? This is a time sensitive matter, as there is a business block transfer in progress. 

Thank you

Jenifer Bornn (she/her)
Contracts and Compensation Specialist | CL Direct Contracting
jenifer.bornn@canadalife.com 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Ashley DesChenes <ashley@belay.ca> 
Sent: December 2, 2025 1:23 PM
To: Bornn, Jenifer <Jenifer.Bornn@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace

Hi Jenifer, Step 1 says to register for a user ID and then wait 2 days to proceed to step 2. However, registering for the user ID says “the information does not match our records” Do I need to wait for this as well? Thank you, Ashley DesChenes
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Jenifer,

Step 1 says to register  for a user ID and then wait 2 days to proceed to step 2. However, registering for the user ID says “the information does not match our records”

Do I need to wait for this as well?

Thank you,

Ashley DesChenes
Executive Assistant | Client Service 
BELΛY ADVISORY
780-409-8908 | www.belay.ca
This email may be confidential and protected by legal privilege.  If you are not the intended recipient, disclosure, copying, distribution and use are prohibited.  Please notify us immediately and delete this email from your systems.
 
Upcoming Vacation Alert: 
I will be out of the office during the following time period(s):
 
 
 
 
 
 
 
 
 
From: Bornn, Jenifer <Jenifer.Bornn@canadalife.com> 
Sent: December 2, 2025 12:14 PM
To: Ashley DesChenes <ashley@belay.ca>
Subject: Register for access to Canada Life Workspace

 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•	Do not use your employee ID as your User ID (formerly RepNet ID) as this may restrict your access.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	You must use the email noted below for all digital platform registrations.
•	Please wait 2 business days after receiving your User ID to register for Workspace.
•	Workspace has separate versions for Canada Life Direct and MGA business; even if you're already registered for the MGA version, you'll need to register separately for the Direct version to manage Direct business.

Your registration information
Name:	ASHLEY DESCHENES
Advisor code*:	F8128
Activation code:	To follow in a separate email.
Email:	ashley@belay.ca

* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID) 
•	Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Grant third-party access to your support team (optional)
•	To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form. This form can also be downloaded from Workspace.
•	Once authorized, delegates will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your advisor code(s).
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.

Thank you

Jenifer Bornn (she/her)
Contracts and Compensation Specialist | CL Direct Contracting
jenifer.bornn@canadalife.com",True,2025-12-03T13:37:27.000+0000,False,False,005OH00000BGeeHYAT,2025-12-03T13:37:27.000+0000,005OH00000BGeeHYAT,2025-12-03T15:23:03.000+0000,005OH00000BGeeHYAT,2025-12-03T15:23:03.000+0000,(780)545-4615,,ashley@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6m7gYAA,False,,24227742,003G0000018f6WwIAI,0010A000002wOU1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1285 - Cannot login to WS,Medium,"•	Reason for call: Cannot login to WS, ERR-W1285
Authentication: Yes/No, which rotation: Yes, December Rotation
•	Troubleshooting steps completed: Reset password via SF, verified iSAM for blocked accounts
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication. KB0020563  

=========================
Hello Richard, 

Thank you for contacting Workspace Support. It was our pleasure in helping you regain access to your Workspace account. 

Your voice matters. Let us know what you thought about the quality of service provided by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T14:56:02.000+0000,False,False,005OH00000BFQFGYA5,2025-12-03T13:57:01.000+0000,005OH00000BFQFGYA5,2025-12-03T14:57:10.000+0000,005OH00000BFQFGYA5,2025-12-03T14:57:10.000+0000,(519)836-1791,,richard@cremasco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6mZ9YAI,False,,24229847,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-12-03T15:02:16.000+0000,False,False,005OH000006uYrkYAE,2025-12-03T14:47:34.000+0000,005OH000006uYrkYAE,2025-12-03T15:02:29.000+0000,005OH000006uYrkYAE,2025-12-03T15:02:29.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6oasYAA,False,,24227613,003G0000018f6RuIAI,0010A000002wOOFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Registration,Medium,"user needed assitance to register his MGA account.
Authenticated user and assist with registration.
KB0017316

Email======
Hello David,
Thank you for reaching out to Workspace Support, it was a pleasure assisting you with your MGA registration today.
On our call we were able to reset you repnet password and complete the registration steps.
We connected your account with microsoft authenticator app to secure your Workpsace account.
And you were able to log in succesfully.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T14:32:10.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T13:52:38.000+0000,005OH00000AZ3ZxYAL,2025-12-03T14:34:08.000+0000,005OH00000AZ3ZxYAL,2025-12-03T14:34:08.000+0000,(613)267-3550,,dave@twealthsolutions.ca,(613)267-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6s53YAA,False,,24232486,003G0000018f76jIAA,0010A000002wPA3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password reset,Medium,"Advisor needed assistance with updating product illustration password.
********
Good morning, Lee , thank you for contacting the workspace support today.

To recap our call, you needed assistance with updating your password for your product illustration we were able to successfully reset your password. If you have any issues, feel free to let me know.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:47:49.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T15:35:39.000+0000,005OH00000BFQFCYA5,2025-12-03T15:52:47.000+0000,005OH00000BFQFCYA5,2025-12-03T15:52:47.000+0000,(905)727-3934,(905) 713-4530,lee@southlakewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6tp3YAA,False,,24228420,003G0000018f77NIAQ,0010A000002wPAhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked out of Workspace,Medium,"Caller Name: Tammy Thorne
Advisor or support staff: Advisor support
Advisor Code: LL24798/F3774
Advisor Name: ROBERT SHAUN GREG JOHNSTON	
Phone: 613-284-2375
Email: tammy@northstarwealthestate.ca		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Trying to login to desktop Product Illustration, had to reset the password now can't login to Workspace or 
ERR-W1285

FINDINGS: KB0020563 is for ERR-W1285>KB0020858

RESOLUTION: FOLLOWED KB0020858, VERIFIED AS PER DEC ROTATION 2 COMPLETED.
Tammy confirmed her own LL74138. Checked ISAM, found ll74138@llext locked. tied to her current email.
Clarified with Eliese on Assist desk i'm ok to proceed with unlocking the llext id
Did a logmein session
unlocked and assigned temp password Canada@2025
guided her to reset this on repnet/success
she was able to sign into workspace advisor. she uses browser authenticator.
had her check her product illustration and it also worked.

tried to sign into MGA workspace now, ERR-W1283, KB0017399 
already verified as per KB. she also provided the advisors MGA code A4221
unlocked and she was able to sign into the MGA. had her sign out to check/tested ok
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000By4DhYAJ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000005iLbNAAU%26cntc%3D0035o000005iLbNAAU%26id%3D005OH00000By4DhYAJ



--------------------------------------***DDS  12/03/2025***--------------------------
Hello Tammy,

Thank you for contacting Workspace Support today regarding not being able to access Workspace or Product Illustrations desktop version.

It was a pleasure speaking to you and thanks again for your patience during the call.

For Workspace, you were receiving ERR-W1285 which indicated your account was locked which we unlocked, and you were able to access both Workspace and Product Illustrations now.

To recap, during our LogMeIn session, 

1.	We completed verification, I unlocked your account.
2.	We also updated your repnet password
3.	You were then able to sign into Advisor Solutions Workspace, with your new password created, we had you sign out/in again to test with success
4.	I also had you sign into Product Illustrations desktop version with the newly created password with success
5.	We then tested your MGA Workspace sign in which gave ERR-W1283, we found your MGA profile was locked verification was completed, I unlocked the account, and you were able to sign into your MGA workspace with your existing password.
6.	We had you sign out of both profiles once again, signed in successfully on both profiles once again
 
🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T15:01:15.000+0000,False,False,005OH00000AUS7aYAH,2025-12-03T14:16:47.000+0000,005OH00000AUS7aYAH,2025-12-03T15:01:15.000+0000,005OH00000AUS7aYAH,2025-12-03T15:01:15.000+0000,(613)284-2375,,shaun@northstarwealthestate.ca,(613)284-0292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6uBdYAI,False,,24228496,003G000001VtM4aIAF,0010A000002wShpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Report Building,Medium,"****DDS**** 12/03/2025
User needed help beuilding a report that includes, client's name, policy number, amount of insurance and term end date. did a logmein and worked user through what can be created on MGA workspace and offered an alternative to client services.


*****email chain*****

Hello Patricia, 

    It was a pleasure assisting you today, mga workspace report is limited to just the templates and the templates can be adjusted accordingly to match what you are looking. Although there are certain things that can’t be reported on like the renewal date or the amount of the insurance. For a more detailed report, you can reach out to client services for assistance at 1-888-252-1847. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:15:59.000+0000,False,False,005OH00000BFQFHYA5,2025-12-03T14:18:29.000+0000,005OH00000BFQFHYA5,2025-12-03T15:15:59.000+0000,005OH00000BFQFHYA5,2025-12-03T15:15:59.000+0000,(519)485-5801,,jonathan@ianmoyer.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6uRrYAI,False,,24230806,0030A0000029iOSQAY,0010A000002w688QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login issue ERR-W1287,Medium,"CEDRIC LAWRENCE REYNOLDS

Advisor was getting ERR-W1287. It was resolve by clearing cache and cookies.

Hello Cedric,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, we discussed about the login error ERR-W1287. We were able to resolve this issue by clearing cache and cookies. 
You can follow the following steps if this happens again.

1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘‘choose what to clear’’ 
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’

If you have any questions, please let me know.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:20:15.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T15:06:10.000+0000,005OH00000BFiyTYAT,2025-12-03T15:20:15.000+0000,005OH00000BFiyTYAT,2025-12-03T15:20:15.000+0000,(416)474-3170,,geminiinsurance@rogers.com,(647)439-9266,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6uhwYAA,False,,24232569,003G0000018f6ZMIAY,0010A000002wOWRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Download PI for Desktop + Repnet Password Reset,Medium,"•	Reason for call: Download PI for Desktop + Repnet Password Reset
Authentication: Yes/No, which rotation: 
•	Troubleshooting steps completed
•	Email correspondence
•	Source of triage (e.g., “As per KBA001234”): Authentication, KB0023322

====================================
Bonjour Benoit, 

Merci d'avoir contacté le support Workspace. Nous avons été heureux de vous aider à télécharger Product Illustrator pour Desktop.

Votre avis compte ! Faites-nous savoir ce que vous pensez de la qualité du service fourni en remplissant un sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-02-04T19:49:57.000+0000,False,False,005OH00000BFQFGYA5,2025-12-03T15:36:52.000+0000,005OH00000BFQFGYA5,2026-02-04T19:49:57.000+0000,005OH00000BFQFGYA5,2026-02-04T19:49:57.000+0000,(514)898-4231,(514) 909-4231,bbertrand@premiereclassesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6ujXYAQ,False,,24229148,0030A0000029V8UQAU,0010A000002vv9IQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Paul,

As mentioned in my previous email, please see password below for your password-protected Excel file:
UTGZQ3PSI6

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Paul,

Our team received a request from Regional Sales Associate team for 39417 Insurance Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good afternoon Marisa,

Thank you for reaching out to Wealth Reporting Support team.

Our team will be looking into this Insurance Client Listings requests now. Once it is complete, it will be sent to the advisors directly due to security protocols and client sensitive data.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Spada, Marisa <Marisa.Spada@canadalife.com> 
Sent: December 2, 2025 12:24 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: Client Listing 

Good Afternoon team,

Please see the email below that was sent to CANINDSERV – 

Kindly advise 

Thank you 


From: Spada, Marisa <Marisa.Spada@canadalife.com> 
Sent: December 2, 2025 12:05 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: Client Listing 

Hi Team, 
Please provide client listings for the following advisors :

39417 – Paul Mandel 
B6743 – Irwin Wortsman 

The advisor has requested to have a listing of clients with policies that are jointly owned and prior to 2003.

Please advise if this request can be accommodated?

Thank you 

Marisa Spada 
Regional Sales Associate, Insurance  
Insurance Inside Sales, Insurance Distribution 
Web application training| Business process| General inquiries|
Telephone: (416) 552-3139/ Email: marisa.spada@canadalife.com

Important : 
Workspace
Advisors and support teams can get ready by registering for Workspace today

Take advantage of a 5% reduction in premium on new qualifying LifeAdvance™ critical illness insurance policies.  

 

Welcome to the new Canada Life
For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: https://repnet1.canadalife.com/portal/stellent1/groups/iiip/%40iiipdefaultpublic/documents/content/s1_302564.pdf 

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T14:32:42.000+0000,False,False,005OH0000071DK9YAM,2025-12-03T14:32:42.000+0000,005OH0000071DK9YAM,2025-12-03T14:32:43.000+0000,005OH0000071DK9YAM,2025-12-03T14:32:43.000+0000,(905)764-7300,4163004003,pmandel@iifc.ca,(905)764-0051,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6vFoYAI,False,,24229511,0030A00000BRKDWQA5,0010A00000C1X0WQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Application Error,Medium,"KB0023683- User receiving this error message when submitting a Simple Protect Application. 
Logmein- Cleared Cookies and Cache (DDS SharePoint)- advised user to start a new application 
Email: nicole@trustedpartnerfinancial.ca

*************************************************************
Good morning, Nicole

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your application!
 
When this error message appears “A Technical Error has occurred, the application has been cancelled”, it can be caused by selecting an option and later deselecting it. The system may retain the deselected value causing an error that prevents submission. To resolve the issue, you will need to start a new Simple Protect application. 
To avoid the issue, do not select and then deselect options in the picklist. Only select the options that apply and leave the other unchecked. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T14:41:04.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T14:41:04.000+0000,005OH00000BG5v4YAD,2025-12-03T14:54:30.000+0000,005OH00000BG5v4YAD,2025-12-03T14:54:30.000+0000,(519)608-5678,(519) 608-5678,nicole@trustedpartnerfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6w5SYAQ,False,,24230645,003G0000018f6l8IAA,0010A000002wOmsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre issue,Medium,"Assisted advisor in checking the details, no issues with workspace, but cant get through a specific option inside investment centre, reach out to assist line, SL Jason take over the call for tech issue.",True,2025-12-03T15:20:32.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T15:03:35.000+0000,005OH00000BFPZHYA5,2025-12-03T15:29:36.000+0000,005OH00000BFPZHYA5,2025-12-13T02:02:39.000+0000,(613)858-3892,6138583892,jeff@ciigroup.ca,(613)748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6wGjYAI,False,,24230121,003G0000018f76qIAA,0010A000002wPAAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM data download,Medium,"*** DDS Dec 3rd, 2025 ***
User wanted to verify he downloaded CRM data properly. When checking it looked like it was correctly downloaded on Nov 18th and saved on computer.
===============",True,2025-12-03T15:32:41.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T14:53:17.000+0000,005OH00000AbJ7aYAF,2025-12-03T16:03:25.000+0000,005OH00000AbJ7aYAF,2025-12-03T16:03:25.000+0000,(416)789-4527,,weining.yan@londonlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6wYVYAY,False,,24232068,0030A0000029g5WQAQ,0010A000002w49DQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration,Medium,"User is inquiring if he needs internet (WIFI) to access Workspace Support (Product Illustration). 

Code: 12452
Email: weining_yan@hotmail.com

***************************************************************
Good morning, Weining

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
To access Workspace/ Product Illustration you will need Internet/WIFI. Some suggestions in getting access to internet, are connecting to your clients WIFI or using personal hotspot from your mobile device.   
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:49:47.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T15:29:22.000+0000,005OH00000BG5v4YAD,2025-12-03T15:49:47.000+0000,005OH00000BG5v4YAD,2025-12-13T02:01:22.000+0000,(905)307-8999,(416) 888-0524,weining.yan@shenglin.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6wtWYAQ,False,,24235290,0030A000009EQNXQA4,0010A00000ADtqZQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0018402 - assisted the advisor with registration
=============

Hi Bei,

Thank you for contacting the workspace support about workspace registration.

We were able to confirm that you have successfully created your user id and is currently active. We also confirm that you were able to register to workspace and on process of completing it up on your end.

Thank you for your time in going through the process with me and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T16:35:14.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T16:17:26.000+0000,005OH00000BFPZHYA5,2025-12-03T16:38:43.000+0000,005OH00000BFPZHYA5,2025-12-03T16:38:43.000+0000,(647)203-3120,,ffionsheng@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6xCjYAI,False,,24228933,003G0000018f6SPIAY,0010A000002wOOkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 3rd, 2025 ***
User wants to access account. Account is locked. Authenticated with rotation 2, unlocked, then reset password and sign in successful.
==================
Good morning Anthony,

It was a pleasure to talk to you today and help you access your Workspace account.

During our call, I unlocked your account, helped you reset your password and you signed in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T14:40:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T14:28:06.000+0000,005OH00000AbJ7aYAF,2025-12-03T14:40:12.000+0000,005OH00000AbJ7aYAF,2025-12-03T14:40:12.000+0000,(705)574-0579X224,(705) 941-8099,a.deluco@glweathssm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6z3LYAQ,False,,24232078,003G0000018f7g3IAA,0010A000002wPmcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T15:29:32.000+0000,False,False,005G0000002gxxjIAA,2025-12-03T15:29:32.000+0000,005G0000002gxxjIAA,2025-12-03T15:29:32.000+0000,005G0000002gxxjIAA,2025-12-03T15:29:32.000+0000,(514)639-5335,(514) 434-5335,robert@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h6zGDYAY,False,,24230738,0035o000006W05pAAC,0015o0000072Fx4AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA reset new device,Medium,"user has a new phone, needed to reset mfa.
Authenticated user and disconnect mfa she will reconnect it on her own time.
KB0020738
email========
Bonjour Melanie,

Merci d’avoir contacté le support de l’espace concernant votre soucis avec l’authentificateur, J'ai vraiment apprécié notre échange.

lors de notre appel d’aujourd’hui, nous avons déconnecté votre ancienne connexion d’authentificateur, ce qui vous a donné la possibilité de connecter votre compte Workspace avec le nouveau téléphone.

Vous êtes à l’aise pour connecter l’authentificateur vous-même, cependant si vous avez d’autres questions, veuillez nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:19:35.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T15:05:07.000+0000,005OH00000AZ3ZxYAL,2025-12-03T15:19:36.000+0000,005OH00000AZ3ZxYAL,2025-12-03T15:19:36.000+0000,,,guillaume.toupin@dsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h70tpYAA,False,,24233605,003G0000018f6tDIAQ,0010A000002wOuwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - ERR-W1287,Medium,"KB0020537 - assisted the ASA to clear cashed and cookies, issue is resolved.
==================
Hi Towela,

Thank you for contacting the workspace support about an issue accessing workspace with error ERR-W1287

We have done trouble shooting steps and clear your cashed and cookies successfully and we have confirmed that you regain your access back to workspace.

Appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T16:06:23.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T15:51:47.000+0000,005OH00000BFPZHYA5,2025-12-03T16:10:40.000+0000,005OH00000BFPZHYA5,2025-12-03T16:10:41.000+0000,(587)432-2619,(403) 923-5333,jeff@eternalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h72veYAA,False,,24232454,003OH00000DO0AjYAL,001OH00000GykExYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 3rd, 2025 ***
User could not reset password so we tried again through ""Forgot password"" and it worked. Sign in successful.
==============
Good morning Brittany,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call I helped you reset your password and you were able to sign in successfully.

I’m glad I was able to assist you today to access your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T15:43:29.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T15:35:15.000+0000,005OH00000AbJ7aYAF,2025-12-03T15:43:30.000+0000,005OH00000AbJ7aYAF,2025-12-03T15:43:30.000+0000,(705)674-4551,,brittany.bernard@igpwm.ca,(705)674-3659,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h736rYAA,False,,24229862,0030A0000029hD6QAI,0010A000002w58bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Irwin,

As mentioned in my previous email, please see below for your password-protected Excel file:
3ZNAELFKZ5

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Irwin,

Our team received a request from Regional Sales Associate team for B6743 Insurance Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Irwin,

Our team received a request from Regional Sales Associate team for B6743 Insurance Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good afternoon Marisa,

Thank you for reaching out to Wealth Reporting Support team.

Our team will be looking into this Insurance Client Listings requests now. Once it is complete, it will be sent to the advisors directly due to security protocols and client sensitive data.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Spada, Marisa <Marisa.Spada@canadalife.com> 
Sent: December 2, 2025 12:24 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: Client Listing 

Good Afternoon team,

Please see the email below that was sent to CANINDSERV – 

Kindly advise 

Thank you 


From: Spada, Marisa <Marisa.Spada@canadalife.com> 
Sent: December 2, 2025 12:05 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: Client Listing 

Hi Team, 
Please provide client listings for the following advisors :

39417 – Paul Mandel 
B6743 – Irwin Wortsman 

The advisor has requested to have a listing of clients with policies that are jointly owned and prior to 2003.

Please advise if this request can be accommodated?

Thank you 

Marisa Spada 
Regional Sales Associate, Insurance  
Insurance Inside Sales, Insurance Distribution 
Web application training| Business process| General inquiries|
Telephone: (416) 552-3139/ Email: marisa.spada@canadalife.com

Important : 
Workspace
Advisors and support teams can get ready by registering for Workspace today

Take advantage of a 5% reduction in premium on new qualifying LifeAdvance™ critical illness insurance policies.  

 

Welcome to the new Canada Life
For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: https://repnet1.canadalife.com/portal/stellent1/groups/iiip/%40iiipdefaultpublic/documents/content/s1_302564.pdf 

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T14:47:47.000+0000,False,False,005OH0000071DK9YAM,2025-12-03T14:47:47.000+0000,005OH0000071DK9YAM,2025-12-03T14:47:48.000+0000,005OH0000071DK9YAM,2025-12-03T14:47:48.000+0000,(416)787-9779,4165747117,irwinw@iifc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h73DOYAY,False,,24235113,0030A0000029f2wQAA,0010A000002w3GrQAI,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Account Unlock,Medium,"Jarret Reis (D2040)
RHONDA LEIN
user is having trouble accessing their MGA account
KB0022483, KB0017399 - authenticated user and unlocked their account

Email:
----------
Hello Rhonda,

Thank you for contacting Workspace Support about your MGA Workspace access.

On the call today, I was able to unlock your account from our backend system which gave you access to Workspace again.

Let me know if you have any more questions.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000BGf2TYAT,2025-12-03T16:14:48.000+0000,005OH00000BGf2TYAT,2025-12-03T16:23:15.000+0000,005OH00000BGf2TYAT,2025-12-03T16:23:15.000+0000,(306)381-7347,,jreis@reiswealth.com,(306)934-5077,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h73F5YAI,False,,24234640,003G0000018f6ZVIAY,0010A000002wOWaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User having an issue with their client unable to sign off on a Simple Protect application,Medium,"***DDS(Dec 3)
Provided user link to direct application. They were having issues with it saying it expired.
We verified and it was expired at some point but reactivated it
User waited several days and ask again if link is expired now. Looked and it's still active, advise them of this. 


***EMAILS
Hello Karen,

We’ve checked and the link for 60920090-1 is still active, it is not expired. Here it is again in case there’s confusion about which one is which. 

https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=d25a76d3-365e-44bd-b61e-f062c1497f12%22
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: December 3, 2025 7:10 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: application for 60920090-1 ***high priority

I have not heard back from this mail that was sent on Monday Karen Debergh, CFP CEA Financial Planner debergh@ slaterwealth. ca 519-627-8793 From: Karen Debergh Sent: December 1, 2025 10: 00 AM To: 'Workspace Support' <WorkspaceSupport@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I have not heard back from this mail that was sent on Monday

   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Karen Debergh 
Sent: December 1, 2025 10:00 AM
To: 'Workspace Support' <WorkspaceSupport@canadalife.com>
Subject: RE: application for 60920090-1 ***high priority

I just got this email as well so I need to know if this link is still good today (Monday)

   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 28, 2025 4:38 PM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: RE: application for 60920090-1 ***high priority

Hello Karen,

We took a look and the link was once again expired so we reactivated it. We’re not sure what is happening there, hoping this just works for you. The link provided below hasn’t changed and neither is the information that needs to be entered.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: November 28, 2025 2:38 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: application for 60920090-1 ***high priority

So I could open the link and so could they but once we tried to verify their identity we both got a system error see attached screen shot…uggggg Karen Debergh, CFP CEA Financial Planner debergh@ slaterwealth. ca 519-627-8793 From: Workspace Support

So I could open the link and so could they but once we tried to verify their identity we both got a system error see attached screen shot…uggggg

   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 5:05 PM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: RE: application for 60920090-1 ***high priority

If you can open it on your computer but they can’t on their own, you have the right idea here to just have them come in and get this done on your own. They most likely have an issue on their own computer or internet browser that is causing all these headaches and that’s beyond any support we can provide. 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: November 27, 2025 1:37 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: application for 60920090-1 ***high priority

When she tried to do it …it came up system error. The links are working on my laptop so I am going to meet with them tomorrow at 3 pm and have them sign them from my links. That will be 53 hours from the links being sent to me so we should be

When she tried to do it …it came up system error. The links are working on my laptop so I am going to meet with them tomorrow at 3 pm and have them sign them from my links. That will be 53 hours from the links being sent to me so we should be good. 



   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 3:04 PM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: RE: application for 60920090-1 ***high priority

Hello Karen,

On our end it looks like the owner completed it, so only the insured needs to go through with this which is the link/info we provided you earlier today. 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: November 26, 2025 10:56 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: application for 60920090-1 ***high priority

My system shows that both need to sign is that incorrect? Sent to Morgan(Insured) morgancm2015@ gmail. com Signature pending Change email for InsuredRe-send email for Insured Mhairi(Owner) mhairi1972@ gmail. com Signature pending Karen Debergh,

My system shows that both need to sign is that incorrect?

•	Sent to Morgan(Insured)
morgancm2015@gmail.com
Signature pending

Change email  for InsuredRe-send email  for Insured
•	Mhairi(Owner)
mhairi1972@gmail.com
Signature pending


   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 26, 2025 10:46 AM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: RE: application for 60920090-1 ***high priority

Hello Karen,

Here’s the outstanding one for this application. 

Link: https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=d25a76d3-365e-44bd-b61e-f062c1497f12%22

Expected data:
Name: Cathcart-Molitor
Postal code: M7T6M4
DOB: 24/08/2009
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: November 25, 2025 4:43 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: application for 60920090-1 ***high priority

They are still having issues with this…they are getting messages that the links have expired can you send me updated links with what they need to imput as Mhairi name is spelled incorrectly on the app …it is spelled Mhaira Thanks Karen Debergh,

They are still having issues with this…they are getting messages that the links have expired can you send me updated links with what they need to imput as Mhairi name is spelled incorrectly on the app …it is spelled Mhaira
Thanks


   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 20, 2025 5:30 PM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: RE: application for 60920090-1

Hello Karen,

Both the links I provided you to the email you just responded are for 60920090-1 and they should be working for your clients. If you are referring to another application that isn’t 60920090-1 please let us know. 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: November 20, 2025 2:27 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] application for 60920090-1

I need links for the above policy as well as the same thing happened when I update the emails “send” is blanked out Karen Debergh, CFP CEA Financial Planner debergh@ slaterwealth. ca 519-627-8793 From: Workspace Support <WorkspaceSupport@ canadalife. com>

I need links for the above policy as well as the same thing happened when I update the emails “send” is blanked out

   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 19, 2025 3:30 PM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: RE: Signature package for Simple Protect applications Application number 60919641-6

Hello Karen,

As discussed, here’s the direct links to provide to your clients for 60920090-1 with all the information below on what they should be answering.

Insured:
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=6bf4ae41-d9a3-4707-b77f-f15a3a27dc39 
Cathcart-Molitor 
M7T6M4
August 24th, 2009

Owner:
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=34ff109e-68d1-4e2a-bfa4-59400deb621d
Cathcart
M7T6M4
April 19th, 1972

Please let us know if you have any other questions or issues regarding this and we’ll gladly assist. 

If you have a moment, we would greatly appreciate if you could please take a few seconds and fill out our survey. It is very short and provides us much needed feedback for the platform.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: November 19, 2025 1:28 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Signature package for Simple Protect applications Application number 60919641-6

So I sent the other application off and they did not receive an email now what do we do…I don’t want to mess anything up Karen Debergh, CFP CEA Financial Planner debergh@ slaterwealth. ca 519-627-8793 From: Workspace Support <WorkspaceSupport@ canadalife. com>

So I sent the other application off and they did not receive an email now what do we do…I don’t want to mess anything up

   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 19, 2025 11:13 AM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: RE: Signature package for Simple Protect applications INC1861635

Hello Karen,

If you’ve made an error and it’s not letting you go back to that section on the application to edit it, you will need to push through with your client and have them enter the information you’ve entered that is incorrect. Once it’s been submitted and signed, you can contact your New Business Associate, Paula Poultney at 548- 482-5987 or by email NBInquiry.Team2@canadalife.com and they will be able to make the correction on their end. 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: November 18, 2025 5:48 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Signature package for Simple Protect applications INC1861635

I noticed I put the postal code in wrong can this be fixed? It should be N7T 6M4 Karen Debergh, CFP CEA Financial Planner debergh@ slaterwealth. ca 519-627-8793 From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: November 18,

I noticed I put the postal code in wrong can this be fixed? It should be N7T 6M4

   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 18, 2025 5:40 PM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: Signature package for Simple Protect applications INC1861635

Hello Karen,

As discussed on our call, here are the direct links you can provide to your clients in order for them to sign off on their application. Noted below each link is the information the client should be entering during the signature process. It needs to match exactly as noted below. 

For the Insured:
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=90a09ef5-7f7a-47dd-ae75-ce014a4d8248 

Last name: Cathcart-Molitor
Postal code: M7T 6M4
Date of birth: October 23rd, 2005

For the Owner: 
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=435d6b07-5ef4-4e79-8ba0-b4433f7e029c 

Last name: Cathcart
Postal code: M7T 6M4
Date of birth: Aril 19th, 1972

Please let us know if you have any other questions or issues regarding Workspace and we’ll gladly assist. 

If you have a moment, we would greatly appreciate if you could please take a few seconds and fill out our survey. It is very short and provides us much needed feedback for the platform.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:07:39.000+0000,False,False,005OH000001yNnZYAU,2025-12-03T16:07:39.000+0000,005OH000001yNnZYAU,2025-12-03T16:07:39.000+0000,005OH000001yNnZYAU,2025-12-03T16:07:39.000+0000,(519)491-2120,5196278793,debergh@slaterwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnZYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h74HSYAY,False,,24230139,0030A0000029UqIQAU,0010A000002vutWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor is having issues signing onto workspace.

****************
Hi Shabbir , thank you for contacting the workspace support today.

To recap our call, we did a remote log me in session and were able to get you logged in to workspace. You did reset your password as well and set up your google authenticator. If you have any issues, feel free to let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:14:32.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T14:53:48.000+0000,005OH00000BFQFCYA5,2025-12-03T15:14:33.000+0000,005OH00000BFQFCYA5,2025-12-03T15:14:33.000+0000,(647)200-9762,,shabbir@safrifinancial.com,(647)484-1905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h74SpYAI,False,,24232234,003G0000018f6YyIAI,0010A000002wOW3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Merge,Medium,"user request of same client accounts, 2 of which has no active product.
co-pilot search by name found 1 on cl.
sending to SL for tickets-KB0016001
Email=============
Bonjour Diane,

Merci d’avoir soumis votre demande de fusion. 

Nous avons escaladé ce problème à l’équipe de deuxième niveau, quelqu’un vous contactera dès que nous en saurons plus

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Diane Bonin <diane.bonin@conseilsfinanciersdb.ca> 
Sent: November 28, 2025 8:40 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Daniel Pomerleau-24232234

https: //workspace. canadalife. com/s/account/0015o000006dxMCAAY/daniel-pomerleau https: //workspace. canadalife. com/s/account/0010A00000AmWw2QAF/daniel-pomerleau https: //workspace. canadalife. com/s/account/001OH000009nCZFYA2/daniel-pomerleau bonjour,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
https://workspace.canadalife.com/s/account/0015o000006dxMCAAY/daniel-pomerleau

https://workspace.canadalife.com/s/account/0010A00000AmWw2QAF/daniel-pomerleau

https://workspace.canadalife.com/s/account/001OH000009nCZFYA2/daniel-pomerleau

bonjour,

Pouvez-vous, svp, regrouper ce même client.

Merci !

Diane Bonin, Conseils financiers
Conseillère en sécurité financière
 
125F rue Lamartine
Repentigny  QC  J6A 8E9
Cellulaire :  (514) 812-7753
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié.   Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.   Merci.   À noter :  Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.   If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.   Thank you.   Note:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-03T16:24:33.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T15:32:21.000+0000,005OH00000AZ3ZxYAL,2025-12-03T16:24:34.000+0000,005OH00000AZ3ZxYAL,2025-12-03T16:24:34.000+0000,(514)812-7753,(514) 812-7753,diane.bonin@conseilsfinanciersdb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h74ZIYAY,False,,24233775,003OH00000Dzo5LYAR,001OH00000HeaayYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 3rd, 2025 ***
User could not access account. Helped them reset the password and sign in successfully.
=============
Good morning Cathy,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call, I helped you reset the password and you signed in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T16:01:53.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T15:54:31.000+0000,005OH00000AbJ7aYAF,2025-12-03T16:01:53.000+0000,005OH00000AbJ7aYAF,2025-12-03T16:01:53.000+0000,(902)863-8183,,cathy@successnplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h758pYAA,False,,24235971,0030A0000029jDOQAY,0010A000002w6lYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator,Medium,"ROXANN RITCHIE
user is having trouble setting up their authenticator on their workspace account
connect via LogMeIn and performed troubleshooting (clear cache and cookies) which didn't resolve the issue. Then, I prompted user to download google authenticator instead which still did not work so I added the authenticator browser extension instead. 

Email:
----------
Hello Roxann,

That is correct. 
The authenticator on your browser will generate a code for you at every log in which you would need to use to log in.

I hope this answers your question. Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roxann Ritchie <roxann.ritchie@gmii.ca> 
Sent: December 3, 2025 12:23 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Authenticator - 24235971

Hi Precious Thank you for your assistance, so everytime I want to go into the Workspace I have to use the Authenticator? Thank you Roxann Roxann Ritchie Financial Advisor Email: roxann. ritchie@ gmii. ca Cell phone: 902-385-9499 HELPING CLIENTS
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Precious

Thank you for your assistance, so everytime I want to go into the Workspace I have to use the Authenticator?

Thank you
Roxann

Roxann Ritchie
Financial Advisor
Email: roxann.ritchie@gmii.ca
Cell phone: 902-385-9499
HELPING CLIENTS INVEST FOR THE FUTURE!

This publication contains opinions of the writer and may not reflect opinions or Global Maxfin Investments Inc. The information contained herein was obtained from sources believed to reliable, but no representation, or warranty, express or implied, is made by the writer or Global Maxfin Investments Inc. or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities.  The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal or account advice. As each situation is different you should consult your own professional advisors for advice based on your specific circumstances.
Disclaimer: Mutual Funds, ETFs, Exempt Market Products and Liquid Alternatives are distributed and regulated through Global Maxfin Investments Inc. All other Products and Services are offered either through Roxann Ritchie and Global Insurance Solutions Inc and such services or products are not offered in the capacity as an employee or agent of Global Maxfin Investments Inc., and are not the responsibility of Global Maxfin Investments Inc.






Hello Roxann,

Thank you for Contacting Workspace Support for assistance with setting up your authenticator app.

On the call today, I performed some troubleshooting steps through our LogMeIn session. To resolve the issue, I added the authenticator to your browser instead which was successful in getting access to your Workspace account. In the future, you can log into your Workspace account using the code generated from that browser extension on your google chrome browser. 

Let me know if you have any more questions or issues.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:30:12.000+0000,False,False,005OH00000BGf2TYAT,2025-12-03T16:27:57.000+0000,005OH00000BGf2TYAT,2025-12-03T21:10:57.000+0000,005OH00000BGf2TYAT,2025-12-03T21:10:57.000+0000,(902)385-9499,(902) 698-1189,roxannritchie@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h75TeYAI,False,,24230497,0030A0000029c56QAA,0010A000002w0trQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Upload Documents,Medium,"User is inquiring how to submit documents via Workspace. 
Not available to MGA users. 

Email: sabufinancial@gmail.com

***********************************************************
Good morning, Sabu Jose

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
I am sorry, I could not hear you over the phone and so disconnected. Regarding submitting documents, you cannot do so through Workspace as that is not an available feature. You will need to go through your typical process in submitting documents. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:19:47.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T15:01:16.000+0000,005OH00000BG5v4YAD,2025-12-03T15:19:47.000+0000,005OH00000BG5v4YAD,2025-12-03T15:19:47.000+0000,(416)226-5999,(647) 281-6491,kattukudiyilfamily@sympatico.ca,(416)352-5314,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h769dYAA,False,,24235851,003G0000018f6XFIAY,0010A000002wOUKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Power of Attorney paperwork,Medium,"Caller Name: Claudette Borowski
Advisor or support staff: Advisor support
Advisor Code: 167680 GWL F5725
Advisor Name: MARK CALLA	
Phone: 
Email: claudette@copperbeechco.com		
Siebel verification: PARTIAL 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: PARTIAL, COULDN'T PROVIDE THE CURRENT ADDRESS
Issue: Submitted Power of Attorney through Workspace over 3 weeks ago/was it received/being looked 
Policy#2047672 AND 2172526
CHECKED ONBASE
REQ#2924651 /RECEIVED AND 2924639

FINDINGS: CHECKED ONBASE
REQ#2924651 /RECEIVED AND 2924639

RESOLUTION: checked with Jennifer on Assist Desk. she confirmed we can't see /provide the status. 
InForceLifeClientServiceLondon@canadalife.com
KB0016002
or to call CSC. gave Claudette the info.

--------------------------------------***DDS  12/03/2025***--------------------------
Hello Claudette, 

Thank you for contacting Workspace Support today regarding the status of Power of attorney paperwork you submitted through Workspace over 3 weeks ago.

You submitted the paperwork for 2 Insurance policies 2047672 AND 2172526 and would like to inquire as to the status of the paperwork.

As discussed, we provide Workspace Support are not equipped to check if the paperwork you’ve submitted have been processed. 

Please reach out to Client Services Centre 1-888-252-1847, or InForceLifeClientServiceLondon@canadalife.com

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T17:00:20.000+0000,False,False,005OH00000AUS7aYAH,2025-12-03T16:25:55.000+0000,005OH00000AUS7aYAH,2025-12-03T17:00:20.000+0000,005OH00000AUS7aYAH,2025-12-03T17:00:20.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h76BDYAY,False,,24231322,0030A00000Be9teQAB,0010A00000CEIIzQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"Caller Name: Kavinila Radha
Advisor or support staff: Advisor support
Advisor Code: D3094
Advisor Name: MARLENE DA COSTA MGA	
Phone: 
Email: kavinila.radha@continuumfc.ca		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Trying to login to advisor solutions workspace. ERR-W1283. Can't recall the last time she accessed as she changed from working for CL to the advisor firm.


FINDINGS: FOR ERR-W1283, FOLLOWED KB0017399
VERFIED THE ADVISORS MGA INFO NOTED ABOVE AS PER DEC ROTATION 2/KB

Found kavinila.radha@clext active tied to kavinila.radha@canadalife.com. she did note she came from CL to the firm she now works for. 
In siebel it shows as Misc, 1-1ES7YAH is tied to the above userid.
https://lifeco.lightning.force.com/lightning/r/Contact/0035o000007WDJpAAO/view

MGA WORKSPACE SHE'S ABLE TO ACCESS. SHE CONFIRMED LAST SIGN IN. 
this mga is tied to repnet Kaviha@clext which is active and has her current email
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000Bkdw5YAB%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000VCAd1YAH%26cntc%3D003OH00000VCAd1YAH%26id%3D005OH00000Bkdw5YAB

RESOLUTION: No advisor solutions profile in SF. advised her to reach out to DM as she couldn't confirm the user id created.

--------------------------------------***DDS  12/03/2025***--------------------------
Hello Kavinila,

Thank you for contacting Workspace Support today regarding not being able to access your Workspace account for Advisor Solutions association. 

As discussed, you were receiving ERR-W1283 when trying to sign in.

During our call it was determined you have changed firms and do not know the username created for your Advisor Solutions Workspace.

You will need to contact Distribution_Methodology@canadalife.com to inquire what your User ID is for your Advisor Solutions Workspace. 

Once you have this, you can then register for Workspace access under the Advisor Solutions association by going to Register

If you’re unsure of the password, do contact us and we can then further assist. 

Once you’re setup, please note the advisor will also need to sign into their workspace and delegate access to their book of business to you as needed.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T15:45:32.000+0000,False,False,005OH00000AUS7aYAH,2025-12-03T15:16:33.000+0000,005OH00000AUS7aYAH,2025-12-03T15:45:32.000+0000,005OH00000AUS7aYAH,2025-12-03T15:45:32.000+0000,(877)278-3837,,workflow@continuumfc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h76HhYAI,False,,24232312,0030A0000029cruQAA,0010A000002w1TZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Navigation,Medium,"Assisted the advisor how to search a policy and the details.
====================

Hi Joanna,

Thank you for calling the workspace support about how you can find policy details.

We have guided you through the steps on how to check a specific policy quickly by placing the policy number through the search tab. Please don’t hesitate to call us back if you need further assistance.

Thank you for your time calling as today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T15:46:09.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T15:33:26.000+0000,005OH00000BFPZHYA5,2025-12-03T15:50:15.000+0000,005OH00000BFPZHYA5,2025-12-03T15:50:15.000+0000,(778)945-6900,(604) 889-1286,joannahan83@gmail.com,(778)945-6909,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h775iYAA,False,,24232360,0035o000006t8DmAAI,0015o000007Uvf1AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T15:34:06.000+0000,False,False,005G0000002gxxjIAA,2025-12-03T15:34:06.000+0000,005G0000002gxxjIAA,2025-12-03T15:34:06.000+0000,005G0000002gxxjIAA,2025-12-03T15:34:06.000+0000,(514)377-9056,,dseguin@gfseguin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h78MhYAI,False,,24234325,003G0000018f6sTIAQ,0010A000002wOuCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,filter by status (or segment) client filters.,Medium,"***DDS*** 12/03/25
Name: Justin Richard    
Phone: 
Agent code: F6083
Hello Justin,

Thank you for contacting the Workspace support group regarding client filters. 

We understand this may be an inconvenience, and we apologize for any disruption this causes.

As part of the recent Workspace functionality update, users who have moved away from the CRM experience no longer have the option to filter by status (or segment).   These fields were tied to CRM-related functionality and are not available in the new non-CRM experience.

Thank you for your understanding as we continue to improve and streamline the platform.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Justin Richard <justin@richardfm.ca> 
Sent: December 2, 2025 12:36 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Client List view

Hi, Is it normal that I no longer have the option to filter my client list by their status (Active, Inactive, Transferred or Deceased)? Having a total list of is not very practical. . . Justin Richard CFP®, CLU® Président et planificateur financier
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

Is it normal that I no longer have the option to filter my client list by their status (Active, Inactive, Transferred or Deceased)?  Having a total list of is not very practical...

 

Justin Richard   CFP®, CLU®
Président et planificateur financier agréé | President & Certified Financial Planner
RICHARD GESTION FINANCIÈRE INC. / RICHARD FINANCIAL MANAGEMENT INC.
  
Investment Representative - Quadrus Investment Services Ltd.
50 rue du Marché, Suite 200, Dieppe, NB, E1A 9K2
Office: (506) 857-6831
www.richardfinancialmanagement.ca",True,2025-12-03T16:03:13.000+0000,False,False,005OH00000BGeeHYAT,2025-12-03T16:03:13.000+0000,005OH00000BGeeHYAT,2025-12-03T16:09:29.000+0000,005OH00000BGeeHYAT,2025-12-03T16:09:29.000+0000,(506)857-6831,,justin@richardfm.ca,(506)857-6840,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h78WYYAY,False,,24233647,003G0000018f6lhIAA,0010A000002wOnRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User ID locked.  KB0020858,Medium,"***DDS*** 12/09/25
Name:  Jing Zhang
Phone: 
Agent code: H2298
Reference: KB0020858 & KB0017316

Response from DM: Hi Vinh.

We have provided the advisor with their user ID for their access to their code under the MGA channel.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 





***DDS*** 12/03/25
Name:  Jing Zhang
Phone: 
Agent code: H2298
Reference: KB0020858 & KB0017316

Hello Jing ,

Thank you for contacting the Workspace support group regarding Workspace registration. 

@Distribution Methodology please resend Advisor: Jing Zhang (H2298) his user ID e-mail.   Email address: topjing@gmail.com

@ Jing Zhang, to help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 once you have your User ID and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Meritrust Financial, Rachel Leung <services@meritrust.ca> 
Sent: December 2, 2025 1:50 PM
To: Madriaga, Mary Claire <MaryClaire.Madriaga@canadalife.com>
Cc: Tiffany Su <admin@meritrust.ca>; Meritrust Financial, Yuchen Wang <info@meritrust.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Urgent - Canada life workspace issue | Advisor: Jing Zhang (H2298)
Importance: High

Hi Mary, Hope this email finds you well. Regarding the message below from the agent, his Workspace account is still displaying his previous MGA agent code. Could you please look into this matter as soon as possible? The agent has a pending application
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Mary, 

Hope this email finds you well. 
Regarding the message below from the agent, his Workspace account is still displaying his previous MGA agent code.
Could you please look into this matter as soon as possible? The agent has a pending application that he needs to submit.

Thank you.
 
Best regards,
 
Rachel Leung
 
Executive Assistant
Meritrust Financial
210-3190 Steeles Ave E, Markham ON L3R 1G9
Head Office: 905.307.8999 I Fax: 905.307.8899
Office hour: Mon-Fri 9:30AM-5:30PM
www.meritrust.ca
 
 
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

If you wish to stop receiving further commercial emails from MERITRUST FINANCIAL GROUP INC., please reply to this email with the subject line ""Unsubscribe"" 
 

________________________________________
From: Jeff <topjing@gmail.com>
Sent: Tuesday, December 2, 2025 1:11 PM
To: Meritrust Financial, Rachel Leung <services@meritrust.ca>
Subject: Canada life workspace
 
Dear Rachel

這是我在workspace申请新保单中，只有w6029 （原來Shenglin的MGA的advisor code）， 我是不是需要用H2298（宏泰的） 再申請一個workspace？

 
Best Regards

Jeff Zhang",True,2025-12-03T15:52:28.000+0000,False,False,005OH00000BGeeHYAT,2025-12-03T15:52:28.000+0000,005OH00000BGeeHYAT,2025-12-09T13:39:28.000+0000,005OH00000BGeeHYAT,2025-12-09T13:39:28.000+0000,(416)789-3691,,jeff.zhang@shenglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7AMsYAM,False,,24232495,003G0000018f6vSIAQ,0010A000002wOxLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Simple Protect Application,Medium,"user is making a proposal on simple protect, app would not allow a lower of of $100000 refer to rsa for workaround
Email============
Bonjour Solange,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis l’application simplement proteger, J'ai vraiment apprécié notre échange.

L’application a une limite de 100 000 pour l’assurance, cependant il y a un travail sur cela pour un montant d’assurance inférieur.

Malheureusement, vous contacterez votre responsable régional des ventes, Assurance pour connaître le processus.

Voici le contact de Julie :
Julie Dupras
Regional Sales Manager, Insurance
5149692857
julie.dupras@canadavie.com


Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:47:57.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T15:35:49.000+0000,005OH00000AZ3ZxYAL,2025-12-03T16:01:06.000+0000,005OH00000AZ3ZxYAL,2025-12-03T16:01:06.000+0000,(819)665-8876,(819) 665-8876,solange.guay@solangefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7AYAYA2,False,,24233314,003G0000018f73GIAQ,0010A000002wP6aQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1287,Medium,"Caller Name: Mark Donaldson
Advisor or support staff: Advisor 
Advisor Code: LL36672 - F7462
Advisor Name: MARK WILLIAM DONALDSON	
Phone: (416) 831-1849 
Email: mark@springrocc.ca		
Siebel verification: COMPLETED. 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED.
Issue: Can't sign into Advisor Solutions Workspace ERR-W1287

FINDINGS: KB0020537 FOR THE ERR-W1287.


https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001ecidQAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0031600002YQ3NqAAL%26cntc%3D0031600002YQ3NqAAL%26id%3D0050A000001ecidQAA

RESOLUTION: he's using Brave browser, had him clear his cookies/cache and try again. he then received ERR-W1282 KB0020561 had him go to the direct link/reset the password
he was then able to sign in/ had him sign out to test with success.


--------------------------------------***DDS  12/03/2025***--------------------------
Hello Mark,

Thank you for contacting Workspace Support today regarding not being able to access your Advisor Solutions Workspace and receiving ERR-W1287.

It was a pleasure speaking to you and I’m glad you were able to clear your cookies and cache on your Brave browser and then successfully login to Workspace after resetting your password.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T16:13:17.000+0000,False,False,005OH00000AUS7aYAH,2025-12-03T15:47:15.000+0000,005OH00000AUS7aYAH,2025-12-03T16:13:17.000+0000,005OH00000AUS7aYAH,2025-12-03T16:13:17.000+0000,(289)932-2396,,mark@springrocc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7B1FYAU,False,,24232996,003G0000018f7imIAA,0010A000002wPpAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-12-03T15:47:44.000+0000,False,False,005OH000006uYruYAE,2025-12-03T15:42:31.000+0000,005OH000006uYruYAE,2025-12-04T14:58:23.000+0000,005OH000006uYruYAE,2025-12-04T14:58:23.000+0000,(506)857-9505,,eric@coutureservicesfinanciers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7C2AYAU,False,,24232032,003G0000018f7YMIAY,0010A000002wPfCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Workspaces access, err-w1287",Medium,"*****DDS****12/03/2025
User was having issues signing into workspace and getting err- w1287. DDS did a logmein session and closed all workspace sign in sessions user had open and cleared cookies and cache and user was able to successfully sign in.



*****email chain*****

Hello Alison,

      It was a pleasure assisting you today. In the case that happens again, you can try clearing cache and cookies and re-opening the sign in session and that should resolve it. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:43:52.000+0000,False,False,005OH00000BFQFHYA5,2025-12-03T15:28:45.000+0000,005OH00000BFQFHYA5,2025-12-03T15:43:53.000+0000,005OH00000BFQFHYA5,2025-12-03T15:43:53.000+0000,(905)639-6443,,ojohnson@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7CJpYAM,False,,24231333,0030A0000029cnOQAQ,0010A000002w1PXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign onto workspace.

*********
Hi Keith   , thank you for contacting the workspace support today.

To recap our call, you were receiving an error while trying to sign onto workspace, I guided you to a password reset to gain access. If you still are experiencing any log in issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:26:15.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T15:16:48.000+0000,005OH00000BFQFCYA5,2025-12-03T15:26:16.000+0000,005OH00000BFQFCYA5,2025-12-03T15:26:16.000+0000,(416)458-9965,,keith@savageonline.ca,(905)366-6182,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7FzGYAU,False,,24234282,003OH00000MauAMYAZ,001OH00000RPyERYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor wanted assistance on how to add a discount to their application.
************
Hi Bing, thank you for contacting the workspace support today.

To recap our call, you did want to confirm how to add a %5 discount to an application, this is something that you regional sales associate Maria Davis can assist you with Maria.Davis@canadalife.com. If you have any issues, feel free to let me know




We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:12:10.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T16:02:39.000+0000,005OH00000BFQFCYA5,2025-12-03T16:12:10.000+0000,005OH00000BFQFCYA5,2025-12-03T16:12:10.000+0000,(204)940-6555,,bing.li@wyattdowling.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7GvJYAU,False,,24232165,0030A0000029n9UQAQ,0010A000002wA3BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't find policy in Salesforce and workspace,Medium,"Advisor-JIA JIA LI
code- B7263
a01.financials@gmail.com

Caller name - Rosita Chan
ASA calling on behalf of advisor as they can't see policy 411243116 in workspace. Called assist line and issue has been escalated to second level support.",True,2025-12-03T15:55:24.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T15:31:03.000+0000,005OH00000BFiyTYAT,2025-12-03T15:55:24.000+0000,005OH00000BFiyTYAT,2025-12-03T15:55:24.000+0000,(416)721-9287,,rli.financials@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7HY2YAM,False,,24233233,0030A0000029kToQAI,0010A000002w7pYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect-,Medium,"*****DSS*** 12/03/2025
User called to request a MFA disconnect. DDS authenticated, and walked user through setting up new MFA.

Ref: KB00218888

*****EMAIL CHAIN****
Hello Danielle, 

    Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:07:58.000+0000,False,False,005OH00000BFQFHYA5,2025-12-03T15:46:06.000+0000,005OH00000BFQFHYA5,2025-12-03T16:07:59.000+0000,005OH00000BFQFHYA5,2025-12-03T16:07:59.000+0000,(905)690-5034,,coreyc@brownfinancial.com,(905)690-5029,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7IM8YAM,False,,24235219,003G0000018f6XmIAI,0010A000002wOUrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - W1287,Medium,"*** DDS Dec 3rd, 2025 ***
User cannot access account and cannot reset password. Authenticated with rotation 2 and sent ""Reset password"" link and user signed in successfully.
===============
Good morning Mike,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call, I helped you reset the password to your Advisor Solutions account without success. Then I sent a “Reset password link” to your email and you were able to sign in successfully.

I’m glad I was able to assist you today to access your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T18:05:24.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T16:16:27.000+0000,005OH00000AbJ7aYAF,2025-12-04T18:05:24.000+0000,005OH00000AbJ7aYAF,2025-12-04T18:05:24.000+0000,(905)571-7644,(905) 718-8178,mike@capesky.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7J8SYAU,False,,24233550,003G0000018f7COIAY,0010A000002wPGMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user receiving Err code-ER-W1287
password reset is required
authenticated user and reset password.
KB0017399
Email==============
Bonjour Pascal,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis de réinitialisation de mot, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé votre mot de passe et vous avez pu accéder à votre compte d’espace d’affaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:08:08.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T15:51:01.000+0000,005OH00000AZ3ZxYAL,2025-12-03T16:09:19.000+0000,005OH00000AZ3ZxYAL,2025-12-03T16:09:19.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7KHPYA2,False,,24233526,003G0000018f6fHIAQ,0010A000002wOdJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T15:50:41.000+0000,False,False,005G0000002gxxjIAA,2025-12-03T15:50:41.000+0000,005G0000002gxxjIAA,2025-12-03T15:50:41.000+0000,005G0000002gxxjIAA,2025-12-03T15:50:41.000+0000,(450)923-2383,(514) 575-0383,suk.hong@sukhongfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7Ku7YAE,False,,24233447,0030A000008r6bzQAA,0010A000009lzlpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"SARAH KOLLA-EMPEY
user has a new phone so they need help setting up MFA on the new device
KB0020738 - authenticated User and disconnect previous authenticator so that the new one can be set up

Email:
----------
Hello Sarah,

Thank you for contacting Workspace Support concerning setting up your authenticator on your new device.

On the call today, I was able to successfully authenticate your information and disconnect your previous authenticator which gave you access to set up the new authenticator on your new phone.

Let us know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T15:59:52.000+0000,False,False,005OH00000BGf2TYAT,2025-12-03T15:49:26.000+0000,005OH00000BGf2TYAT,2025-12-03T15:59:52.000+0000,005OH00000BGf2TYAT,2025-12-03T15:59:52.000+0000,(306)934-6011,,skolla-empey@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7L3rYAE,False,,24235409,003G0000018f6huIAA,0010A000002wOi9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Workspaces access, err-w1287",Medium,"*****DDS****12/03/2025
User was having issues signing into workspace and getting err- w1287. DDS did a logmein session and closed all workspace sign in sessions user had open and cleared cookies and cache and user was able to successfully sign in.

*****EMAIL CHAIN****

Hello Lydia, 

      It was a pleasure assisting you today. In the case that happens again, you can try clearing cache and cookies and re-opening the sign in session and that should resolve it. If you have any questions, please don’t hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:29:44.000+0000,False,False,005OH00000BFQFHYA5,2025-12-03T16:19:21.000+0000,005OH00000BFQFHYA5,2025-12-03T16:36:58.000+0000,005OH00000BFQFHYA5,2025-12-03T16:36:58.000+0000,(519)550-2198,,lydia@kruskafin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7MfrYAE,False,,24238621,003G0000018f6h8IAA,0010A000002wOhOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,LOG in error ERR-W1287,Medium,"user was able to clear browsing history and access account.
No email sent",True,2025-12-03T17:11:16.000+0000,False,False,005OH00000BGf2TYAT,2025-12-03T17:05:14.000+0000,005OH00000BGf2TYAT,2025-12-03T17:11:16.000+0000,005OH00000BGf2TYAT,2025-12-03T17:11:16.000+0000,(416)972-6004X222,,glen@glenoliver.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7NLkYAM,False,,24236463,0030A00000BQ9K1QAL,0010A00000C0XZwQAN,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issues requiring INC's,Medium,"*** DDS 22DEC2025 ***
INC1944964 submitted for LOY OMOLIDA, emailed user

*** DDS 03DEC 2025 ***

INC1926001 submitted for: (prompt now visible)
https://workspace.canadalife.com/s/account/001OH000002Wg89/lu-lu-tian 
https://workspace.canadalife.com/workspace/s/account/001OH000002el3uYAA/lu-lu-tian 
----------------------
INC1926056 submitted for: (complete, auto merged)
https://workspace.canadalife.com/s/account/001OH00000BWAIw/pierrot-tellier-machabee 
https://workspace.canadalife.com/s/account/001OH00000C93hUYAR/pierrot-tellier-machabee

---------------------
INC1926107 submitted for: (complete, auto merged)
https://workspace.canadalife.com/s/account/0015o000007Yi19/marie-trudel 
https://workspace.canadalife.com/s/account/0015o000007aYBnAAM/marie-trudel

-----------------
INC1926138 submitted for: (prompt visible)
https://workspace.canadalife.com/s/account/0015o000007fm6YAAQ/sharon-f-tschaikowsky
https://workspace.canadalife.com/workspace/s/account/0015o000007f3DD/sharon-f-tschaikowsky

--------------------------
emailed CIS to merge:
https://workspace.canadalife.com/s/account/0015o000008LLStAAO/loy-omolida
https://workspace.canadalife.com/s/account/0015o000008Ldi8AAC/loy-omolida
----------------------
INC1926168 submitted for: (auto-merged)
https://workspace.canadalife.com/s/account/0015o000006dvBhAAI/patricia-ohearn 
https://workspace.canadalife.com/s/account/0015o000006anJv/patricia-ohearn
-------------------------------------------------------------
** DDS 04DEC2025 **
INC1926909 submitted for: (auto merged)
https://workspace.canadalife.com/s/account/001OH00000RghR1YAJ/ana-gisela-ordaz-nava
https://workspace.canadalife.com/s/account/001OH00000Rf3Sj/ana-gisela-ordaz-nava
------------------------------
INC1926919 submitted for: (already merged)
https://workspace.canadalife.com/s/account/001OH00000MFkng/caroline-j-buckland  
https://workspace.canadalife.com/s/account/001OH00000MFvRK/caroline-j-buckland?tabset-15dae=3 
------------------------------------------------
INC1926937 submitted for: (auto merged)
https://workspace.canadalife.com/s/account/0010A00000Cylpe/carol-l-barron 
https://workspace.canadalife.com/s/account/001OH000007bCpf/carol-l-barron
-------------------------
INC1927353 submitted for: (prompt visible)
https://workspace.canadalife.com/workspace/s/account/001OH00000N309x/melodie-catherine-anderson
https://workspace.canadalife.com/workspace/s/account/001OH00000N366vYAB/melodie-catherine-anderson
------------------------------
INC1927406 submitted for: (auto merged)
https://workspace.canadalife.com/s/account/001OH00000O3GQu/brianna-louise-cosco 
https://workspace.canadalife.com/s/account/001OH00000NwYCH/brianna-louise-cosco
------------------------------------
INC1927481 submitted for: (prompt visible)
https://workspace.canadalife.com/s/account/0015o000008K0AW/jennifer-ashley?tabset-15dae=3 
https://workspace.canadalife.com/s/account/001OH000001Yxzo/jennifer-c-ashley
---------------------------------------------
INC1928461 submitted for: (auto merged)
https://workspace.canadalife.com/s/account/0010A00000C0y6y/colin-croston
https://workspace.canadalife.com/s/account/0010A00000DDoR3/colin-croston
-------------------------------------------
INC1928099 submitted for: (already merged)
https://workspace.canadalife.com/s/account/0015o000006GNV1/ella-coleen-b-hotricano 
https://workspace.canadalife.com/s/account/0015o000006F90h/ella-coleen-b-hotricano
------------------------------------
Dec 18 - INC1942483 submitted for: (auto merged)
https://workspace.canadalife.com/s/account/0010A00000DDnz4/peter-steyn 
https://workspace.canadalife.com/s/account/0010A00000C20DV/peter-steyn?tabset-15dae=3

------------------------------------------
INC1942690 - (auto merged)
https://workspace.canadalife.com/s/account/001OH00000FTmf5/stephanie-doucet 
https://workspace.canadalife.com/s/account/001OH00000FTn86/stephanie-doucet?tabset-15dae=3
---------------------------------------
INC1942746 - (auto merged)
https://workspace.canadalife.com/s/account/0010A00000DDolS/angela-lafkas?tabset-15dae=3 
https://workspace.canadalife.com/s/account/0010A00000C2pw4/angela-lafkas?tabset-15dae=3
------------------------------------
INC1942843 - (prompt visible)
https://workspace.canadalife.com/s/account/0015o000006n3Rw/marcel-glaude 
https://workspace.canadalife.com/s/account/0015o000006n3WV/marcel-glaude
--------------------------------------
INC1943358 (prompt visible)
https://workspace.canadalife.com/s/account/0015o000007H2UG/judith-anatolia-vargas-machuca?tabset-15dae=3 -
https://workspace.canadalife.com/s/account/0015o000007H2JJ/judith-anatolia-vargasmachuca
-------------------------------------------------------
INC1943374 (prompt visible)
https://workspace.canadalife.com/s/account/0015o000007tFXH/gaelle-saintlouis 
https://workspace.canadalife.com/s/account/0015o000007uKmY/gaelle-saint-louis 
-----------------------------------
INC1943387 (auto merged)
https://workspace.canadalife.com/s/account/0015o000007yuYn/krista-louise-drew 
https://workspace.canadalife.com/s/account/0015o000007yugr/krista-louise-drew

-------------------------------EMAIL CHAIN: 
Good morning Tori,

I apologize for the delay in following up regarding the merge issues below as all accounts required investigation and escalation to our Digital Hub team. The merge prompt is currently visible for JUDITH ANATOLIA VARGAS MACHUCA and GAELLE SAINT-LOUIS, all other accounts have either been auto merged or merged by you except for LOY OMOLIDA, which I have escalated again this morning (INC1944964) and once processed, will be auto-merged. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Vanderspank, Tori <Tori.Vanderspank@canadalife.com> 
Sent: November 26, 2025 11:49 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: FSC WS Client Merge -23933159/24236463

Good morning, 

The below 21 are still not merged and don’t have a merge prompt. 

LU LU TIAN - March 13, 1989
https://workspace.canadalife.com/s/account/001OH000002Wg89/lu-lu-tian LL
https://workspace.canadalife.com/workspace/s/account/001OH000002el3uYAA/lu-lu-tian CL
Discrepancy with middle name found and correction is made

PIERROT TELLIER MACHABEE- August 18, 1995
https://workspace.canadalife.com/s/account/001OH00000BWAIw/pierrot-tellier-machabee nothing
https://workspace.canadalife.com/s/account/001OH00000C93hUYAR/pierrot-tellier-machabee LL
No discrepancy - user should receive a prompt on the screen

MARIE TRUDEL - May 22, 1953
https://workspace.canadalife.com/s/account/0015o000007Yi19/marie-trudel LL
https://workspace.canadalife.com/s/account/0015o000007aYBnAAM/marie-trudel Nothing
product not available in workspace, no other account found- user should receive a prompt on the screen

SHARON F TSCHAIKOWSKY April 25, 1961
https://workspace.canadalife.com/s/account/0015o000007fm6YAAQ/sharon-f-tschaikowsky CL
https://workspace.canadalife.com/workspace/s/account/0015o000007f3DD/sharon-f-tschaikowsky LL
Discrepancy with middle name found and correction is made

LOY OMOLIDA - October 28, 1968
https://workspace.canadalife.com/s/account/0015o000008LLStAAO/loy-omolida Same policy
https://workspace.canadalife.com/s/account/0015o000008LLSt/loy-omolida Same policy user should receive a prompt on the screen

PATRICIA O'HEARN- November 21, 1960
https://workspace.canadalife.com/s/account/0015o000006dvBhAAI/patricia-ohearn nothing
https://workspace.canadalife.com/s/account/0015o000006anJv/patricia-ohearn LL
Discrepancy found with first name and middle name, correction made

ANA GISELA ORDAZ NAVA - March 19, 1983
https://workspace.canadalife.com/s/account/001OH00000RghR1YAJ/ana-gisela-ordaz-nava nothing
https://workspace.canadalife.com/s/account/001OH00000Rf3Sj/ana-gisela-ordaz-nava LL
product not available in workspace -user should receive a prompt on the screen

CAROLINE J BUCKLAND - November 11, 1952
https://workspace.canadalife.com/s/account/001OH00000MFkng/caroline-j-buckland  LL
https://workspace.canadalife.com/s/account/001OH00000MFvRK/caroline-j-buckland?tabset-15dae=3 CL
Discrepancy with middle name found and correction is made

CAROL L BARRON - October 21, 1952
https://workspace.canadalife.com/s/account/0010A00000Cylpe/carol-l-barron LL
https://workspace.canadalife.com/s/account/001OH000007bCpf/carol-l-barron Nothing
product not available in workspace- user should receive a prompt on the screen

MELODIE CATHERINE ANDERSON- January 20, 1974
https://workspace.canadalife.com/workspace/s/account/001OH00000N309x/melodie-catherine-anderson GWL
https://workspace.canadalife.com/workspace/s/account/001OH00000N366vYAB/melodie-catherine-anderson LL
no visible discrepancy - user should receive a prompt on the screen

BRIANNA LOUISE COSCO - March 22, 1995
https://workspace.canadalife.com/s/account/001OH00000O3GQu/brianna-louise-cosco - LL 
https://workspace.canadalife.com/s/account/001OH00000NwYCH/brianna-louise-cosco - N/A
no visible discrepancy - user should receive a prompt on the screen

JENNIFER ASHLEY - November 25, 1985
Keep the C middle initial 
https://workspace.canadalife.com/s/account/0015o000008K0AW/jennifer-ashley?tabset-15dae=3 - GWL
https://workspace.canadalife.com/s/account/001OH000001Yxzo/jennifer-c-ashley - LL
Discrepancy with middle initial is added

COLIN CROSTON - April 6, 1973
https://workspace.canadalife.com/s/account/0010A00000C0y6y/colin-croston Nothing
https://workspace.canadalife.com/s/account/0010A00000DDoR3/colin-croston LL
Merge completed

ELLA COLEEN B HOTRICANO - August 29, 1978
https://workspace.canadalife.com/s/account/0015o000006GNV1/ella-coleen-b-hotricano - LL
https://workspace.canadalife.com/s/account/0015o000006F90h/ella-coleen-b-hotricano - GWL
Discrepancy with middle name found and correction is made

PETER STEYN – 06/02/1962
https://workspace.canadalife.com/s/account/0010A00000DDnz4/peter-steyn -LL
https://workspace.canadalife.com/s/account/0010A00000C20DV/peter-steyn?tabset-15dae=3 – n/a
Merge completed

STEPHANIE DOUCET – March 1, 1985
https://workspace.canadalife.com/s/account/001OH00000FTmf5/stephanie-doucet CL
https://workspace.canadalife.com/s/account/001OH00000FTn86/stephanie-doucet?tabset-15dae=3 – CL
Merge completed

ANGELA LAFKAS – October 5, 1968
https://workspace.canadalife.com/s/account/0010A00000DDolS/angela-lafkas?tabset-15dae=3 – LL 
https://workspace.canadalife.com/s/account/0010A00000C2pw4/angela-lafkas?tabset-15dae=3
Merge completed

MARCEL GLAUDE - May 27, 1961
https://workspace.canadalife.com/s/account/0015o000006n3Rw/marcel-glaude CL
https://workspace.canadalife.com/s/account/0015o000006n3WV/marcel-glaude LL
second level no visible discrepancy- user should receive a prompt on the screen

JUDITH ANATOLIA VARGAS MACHUCA - January 7, 1952
https://workspace.canadalife.com/s/account/0015o000007H2UG/judith-anatolia-vargas-machuca?tabset-15dae=3 - LL
https://workspace.canadalife.com/s/account/0015o000007H2JJ/judith-anatolia-vargasmachuca GWL
Discrepancy with Surname middle dash and correction is made

GAELLE SAINT-LOUIS - June 4, 1983
https://workspace.canadalife.com/s/account/0015o000007tFXH/gaelle-saintlouis LL
https://workspace.canadalife.com/s/account/0015o000007uKmY/gaelle-saint-louis GWL
Discrepancy with Surname middle dash and correction is made

KRISTA LOUISE DREW- August 23, 1985
https://workspace.canadalife.com/s/account/0015o000007yuYn/krista-louise-drew - CL
https://workspace.canadalife.com/s/account/0015o000007yugr/krista-louise-drew  Nothing
product not available in workspace no other account on co pilot

Sincerely, 
Tori VanderSpank
Business Process Specialist, Wealth Sales Enablement
Sales Performance and Enablement – Client Advisory Services

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-22T13:48:15.000+0000,False,False,005OH000006wv2TYAQ,2025-12-03T16:35:33.000+0000,005OH000006wv2TYAQ,2025-12-22T13:48:15.000+0000,005OH000006wv2TYAQ,2025-12-22T13:48:15.000+0000,(888) 999-5374,,financialsolutionscentre@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7NvCYAU,False,,24234815,0035o000006ltreAAA,0015o000007MbKdAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlock account,Medium,"VANESSA JANE FUNTERA-SMITH
e3297

Advisor needed help for unlocking their account. After authentication, account unlocked.

Hello Vanessa, 

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

To recap, your needed help for unlocking your account. After authentication, I unlocked your account, and you were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:18:32.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T16:10:13.000+0000,005OH00000BFiyTYAT,2025-12-03T16:18:33.000+0000,005OH00000BFiyTYAT,2025-12-03T16:18:33.000+0000,(416)816-7428,,vanessa.funtera-smith@greenstoneprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7Ow6YAE,False,,24235308,003G0000018f6ZMIAY,0010A000002wOWRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/03/25 

Authenticated user as per KB0021888, user got error codes ERR-W1287 when trying to sign in
We cleared cookies and cached files, ensured the Edge browser was up to date and closed and reopened the browser
User got error ERR_W1282 - did a PW reset and user was able to sign into WS
 
============================================================================================= 
 
****Email Chain****


Bonjour Nicole, 

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur l’Espace Affaires.

Lors de notre appel, nous avons constaté que vous recevez le message d’erreur ERR-W1287 chaque fois que vous accédez votre compte Espace Affaires. Nous avons réinitialisé votre mot de passe et par la suite vous étiez capable d’accéder votre compte Espace Affaires. Vous vous êtes déconnecté et vous reconnecté pour être certain que tout fonctionne correctement.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:17:43.000+0000,False,False,005OH0000097FtCYAU,2025-12-03T16:17:43.000+0000,005OH0000097FtCYAU,2025-12-03T16:36:40.000+0000,005OH0000097FtCYAU,2025-12-03T16:36:40.000+0000,(514)898-4231,(514) 909-4231,bbertrand@premiereclassesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7P7NYAU,False,,24233929,003OH00000AEWggYAH,001OH00000COt6CYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T15:57:24.000+0000,False,False,005G0000002gxxjIAA,2025-12-03T15:57:24.000+0000,005G0000002gxxjIAA,2025-12-03T15:57:24.000+0000,005G0000002gxxjIAA,2025-12-03T15:57:24.000+0000,(450)252-2012,,jboudreault@martinbernard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7RUDYA2,False,,24241416,0030A0000029k0XQAQ,0010A000002w7PhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset Authenticator,Medium,"***DDS Dec.3/2025***
Authenticated the advisor and cleared his cookies and cache. Disconnected the authenticator connected to his device due to him getting a new phone. Advisor seemed like he was in a rush and left the call before connecting the Authenticator to his new device. Sent a follow up email letting him know how to do so.

****Email****
Hello Jie,

Thanks for contacting the Workspace Support team regarding resetting the Authenticator that was connected to your previous device.

During our call, we were able to clear your cookies and cache and disconnect the Authenticator that was connected to your previous device.
However, you left our call before we can connect the Authenticator to your new device. Please go to your Workspace account and log in, from there you will be prompted to connect an Authenticator to your account.
If using Microsoft Authenticator again, please scan the QR code on the Workspace page from the camera in the Authenticator app and input the generated six digit verification code in order to connect your current device.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:03:47.000+0000,False,False,005OH00000BFQFBYA5,2025-12-03T17:44:19.000+0000,005OH00000BFQFBYA5,2025-12-03T18:08:26.000+0000,005OH00000BFQFBYA5,2025-12-03T18:08:26.000+0000,(778)837-6688,,jieyuan165@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7SABYA2,False,,24239535,0030A0000029lpsQAA,0010A000002w8uLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset Repnet account password,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (2)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? No
-Advisor code(s): B1939/ C2605

Call details: Caller would like to reset their Repnet account password to make changes into some advisors account as they are calling as the MGA's back office.
>>>We reset their password and they were able to access Repnet successfully.

------------------------------------------EMAIL-----------------------------------
Hi Winnie,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we unlocked your account by resetting your password.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:21:08.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T17:18:14.000+0000,005OH00000AbCcLYAV,2025-12-03T19:21:08.000+0000,005OH00000AbCcLYAV,2025-12-03T19:21:08.000+0000,(416)849-1341,4169047908,mbongard@ifcg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7SzlYAE,False,,24238995,0030A0000029d4fQAA,0010A000002w1eTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - Err-W1282,Medium,"KB0020537 - assisted advisor in making sure that he is putting the correct details like email and association. We sent and receive the reset link. Issue is resolved.
=================

Hi Ramzi,

Thank you for contacting the workspace support about getting an error Err-W1282 when accessing workspace.

We have tired to do some trouble shooting steps, make sure that we are using the correct details and we can confirm that you were be able to reset the password successfully . We can also confirm that you were able to regain access to your workspace as of this time.

Appreciate the time and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T17:23:28.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T17:10:21.000+0000,005OH00000BFPZHYA5,2025-12-03T17:28:56.000+0000,005OH00000BFPZHYA5,2025-12-03T17:28:56.000+0000,(780)448-1988,,ramzi.kobagi@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7Te7YAE,False,,24236752,0030A0000029dE8QAI,0010A000002w1nDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 3rd, 2025 ***
User could not log in as validation codes were always wrong. He found out he was using the wrong authenticator and he was able to sign in successfully.
==============
Good morning John,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call you indicated the verification code was not working, but then noticed that using the code from Google Authenticator was working for you. In the end, you signed in successfully.

I’m glad I was able to assist you today to access your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T16:52:41.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T16:39:54.000+0000,005OH00000AbJ7aYAF,2025-12-03T16:52:42.000+0000,005OH00000AbJ7aYAF,2025-12-03T16:52:42.000+0000,(416)783-7526,,john@northwoodfinancial.ca,(416)987-6022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7TiuYAE,False,,24235453,0030A0000029kAbQAI,0010A000002w7XBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor assistant unable to sign onto workspace .
***********
Hi Asif , thank you for contacting the workspace support today.

To recap our call, you needed assistance signing onto workspace.  Our goal is to make doing business with us as easy as possible while keeping your account secure. Resetting your multi-factor authentication provides access to all your Workspace information, so we need to confirm it’s you before proceeding. Please have your assistant register for their own workspace you will still be able to delegate clients to them within the platform. I will have a form attached where you can email distribution_methodology@canadalife.com to have your assistant set up.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:43:05.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T16:20:07.000+0000,005OH00000BFQFCYA5,2025-12-03T16:48:59.000+0000,005OH00000BFQFCYA5,2025-12-03T16:48:59.000+0000,(905)232-2619,,asifkhaninsure@yahoo.com,(905)232-1534,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7Uv3YAE,False,,24235044,003G0000018f7CbIAI,0010A000002wPGZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Error- Orchid,Medium,"KB0022199 - User receiving error message 

Email: margot@advocatewealth.ca 
Error: Oops, something went wrong. Orchid 
Code: F4496
Type: Term 
Application: 60923843-7

Escalated to L2 (Kevin)",True,2025-12-03T16:24:06.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T16:13:43.000+0000,005OH00000BG5v4YAD,2025-12-03T16:24:06.000+0000,005OH00000BG5v4YAD,2025-12-03T16:24:06.000+0000,(416)876-9791,(416) 876-9791,margot@advocatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7V6LYAU,False,,24235086,003G0000018f6wKIAQ,0010A000002wOyCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user receiving Erroe when reseting their password.
password reset is required on our end
authenticated user and reset password.
KB0017399
=============email====
Bonjour Celine,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis réinitialisation de mot, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé votre mot de passe et vous avez pu accéder à votre compte d’espace d’affaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:21:44.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T16:14:24.000+0000,005OH00000AZ3ZxYAL,2025-12-03T16:21:44.000+0000,005OH00000AZ3ZxYAL,2025-12-03T16:21:44.000+0000,(450)970-3026,(514) 424-8111,celine.paret@monarqueconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7WgtYAE,False,,24242249,0030A0000029druQAA,0010A000002w2INQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login email address update and advisor code added in simple protect,Medium,"DAVID JOSEPH HAYWOOD	
H3034

Advisor needed help for updating their login email. After authentication, help them to update email address. Also they were not able to see their advisor code in simple protect but we have that in siebel. Help them to add in advisor code summary.

Hello David,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.

In our today’s call, you needed assistance for changing your login email address. We completed the authentication and help you to change the email address. You were able to login with new email address. Then we discussed about another issue. You could not see your advisor code for your application. You shared your screen with me and then I help you to add your advisor code in the advisor code summary. This resolves the issue. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:33:01.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T17:55:45.000+0000,005OH00000BFiyTYAT,2025-12-03T18:33:01.000+0000,005OH00000BFiyTYAT,2025-12-03T18:33:01.000+0000,(778)688-8477,,dhaywood@wmbeck.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7X4zYAE,False,,24237685,003OH00000WaPDmYAN,001OH00000e15wgYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to access business Web App they keep getting an error.
*********
Application number: n/a
What device are they using?      
Computer (Laptop / Desktop)     : Asus Laptop
Mobile device (e.g. Tablet, smartphone) 
What browser are they using?  : Google Chrome      
Advisor Name : Brad Krull
Advisor phone number: 1 403-619-9818
Advisor email address: brad.krull@ammolitewealthmanagement.ca
Advisor ISAM ID: BRADKRULL
Advisor code: H8946
What are they trying to do?

The advisor is trying to access the New Buisness Webb app but they keep getting an error while trying to access we did some troubleshooting but still receiving the same message 
 

Adanne Campbell
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Adanne.taemarcampbell@candalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T17:07:22.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T16:52:46.000+0000,005OH00000BFQFCYA5,2025-12-03T17:16:02.000+0000,005OH00000BFQFCYA5,2025-12-03T17:16:02.000+0000,(403)619-9818,,b_l_krull@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7XEcYAM,False,,24235903,003G0000018f6z4IAA,0010A000002wP1iQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Premium vacation assistance,Medium,"DARREN GRANT BAILEY
ll31124
Advisor needed help for filling out info in product illustration application. they are informed to contact their RSA.

Hello Darren,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed help with Premium vacation feature in product illustration. You were getting the error message to fill out all the field first to view the report. Unfortunately, I can only help you with technical inquiries related to workspace not with information to input in applications. Please reach out to regional sales associate Maria Davis for assistance on filling out the correct information. Their email address is maria.davis@gwl.ca and contact is 905-521-2822. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T17:05:20.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T16:26:42.000+0000,005OH00000BFiyTYAT,2025-12-03T17:05:20.000+0000,005OH00000BFiyTYAT,2025-12-13T02:01:12.000+0000,(519)998-2009,(519) 998-2009,darrenbailey@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7YSSYA2,False,,24238233,0035o000006WIsaAAG,0015o0000072Z1wAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Confirmation of registration,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Last login date: N/A
-Firm/MGA name: N/A
-Province of practice: N/A
-Used LogMeIn? NO
-Advisor code(s): H8243

Call details: Caller was asking if they were registered on Workspace as they could remember starting their Repnet registration but not WS.
>>>Advised that they're not yet registered on WS, and provided registration steps.

---------------------------------------EMAIL-------------------------------------


Hi Lisa,

Thank you for contacting Workspace Support team.  

Based on our records, you were registered on Repnet, but you are not yet registered on Workspace (MGA).
•	If you forgot  your MGA User ID, you can request it from the Distribution and Methodology team to proceed with the registration by emailing them at: Distribution_Methodology@canadalife.com
To gain access to your MGA book of business on Workspace you will need to complete your registration, please ensure you use your MGA code and follow the steps outlined below.
You will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
Registering for User ID (formerly RepNet ID)
Step 1: From the Canada Life Selfcare Page, click Register to start the quick, 3-step registration process. 
 The Canada Life Selfcare Page page can be accessed with a direct URL: 
 https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
  
Step 2: Accept the terms and conditions. 
 
Step 3: Enter your first name, last name, your new advisor code (formerly called distributor code), and unique activation code. Click Continue. 
 NOTE - if the caller does not know their advisor code (formerly called distributor code) or Activate Code, direct them to Distribution Methodology (MGA) or Contracts and Licensing (ADSL) to have their Welcome Letter resent.  
•	Distribution_Methodology@canadalife.com
•	CanadaLife.Contracts&Licensing@canadalife.com 
 
IF  your user id has been created on Repnet, please allow 48 hours before registering for Workspace.
In case you’re already registered in Repnet and just don’t remember your User ID password, you can use the URL below and click on Forgot your password? Link : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en
If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting, and we will schedule a call to help you. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T17:09:45.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T17:00:09.000+0000,005OH00000AbCcLYAV,2025-12-03T17:09:45.000+0000,005OH00000AbCcLYAV,2025-12-03T17:09:45.000+0000,(905)929-2878,,lisal@jdimi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7YvUYAU,False,,24241518,0030A0000029UoLQAU,0010A000002vurtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Workspace sign on
*******
Hi Dominic , thank you for contacting the workspace support today.

To recap our call, you were having trouble signing onto workspace. We did some troubleshooting, and you were able to successfully update your password and sign on. If you have any issues feel free to let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T17:50:05.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T17:45:37.000+0000,005OH00000BFQFCYA5,2025-12-03T18:10:00.000+0000,005OH00000BFQFCYA5,2025-12-03T18:10:00.000+0000,(416)371-6398,,deowusu@gmail.com,(365)558-4870,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7ZMsYAM,False,,24236003,0030A0000029XNuQAM,0010A000002vwxyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1287,Medium,"User is indicating they are receiving the error message 1287.
Advised to clear cookies and cache. Logmein- worked when I watched user

Email: sandra.schnarr@igpwm.ca 
Code: 81267

************************************************************
Good morning, Sandra
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace log in!
 
I'm glad I was able to assist you with signing into your Workspace account. As a suggestion clearing cookies and cache can help with this error message, ERR-W1287. 

As a recap to clear cookies and cache you want to follow these steps:
1.	Select three dots in the top right-hand corner and then ‘Settings’ 
2.	Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3.	Change ‘Time Range’ to ‘All Time’
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:40:19.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T16:28:27.000+0000,005OH00000BG5v4YAD,2025-12-03T16:40:19.000+0000,005OH00000BG5v4YAD,2025-12-03T16:40:19.000+0000,(519)886-2360,,irene.vassalo@igpwm.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7bRvYAI,False,,24238503,003G0000018f7g3IAA,0010A000002wPmcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T17:03:38.000+0000,False,False,005G0000002gxxjIAA,2025-12-03T17:03:38.000+0000,005G0000002gxxjIAA,2025-12-03T17:03:39.000+0000,005G0000002gxxjIAA,2025-12-03T17:03:39.000+0000,(514)639-5335,(514) 434-5335,robert@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7bVFYAY,False,,24241272,0030A0000029avBQAQ,0010A000002vzycQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): 94337

Call details: Caller had an issue receiving their MFA verification code, we disconnected it and reconnected it.

----------------------------------------------EMAIL------------------------------
Hi Kristian,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we disconnected your authenticator and reconnected it, then logged you out and back in to make sure that you are receiving the MFA verification code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:24:44.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T17:42:31.000+0000,005OH00000AbCcLYAV,2025-12-03T19:24:44.000+0000,005OH00000AbCcLYAV,2025-12-03T19:24:44.000+0000,(604)463-6060,,kris@manionfinancial.com,(604)463-1586,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7bbgYAA,False,,24240186,003OH00000J3b6YYAR,001OH00000NLpP2YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration and Repnet Unlock and error W1281-,Medium,"**** DDS**** 12/03/2025
User called as their repnet was locked out and they needed to register for workspace, authenticated user and reset ISAM password. User was able to successfully register and sign but was getting error 1281, after receiving the verify now email. did a clear cookies and cache and password reset and user was able to sign in. 


*****email chain*****

Hello Anthony, 

     It was a pleasure assisting you with unlocking your repnet id and completing your registration for workspace. Please allow 24-48 hours for information to download. Regarding the err W1281 you were getting if you attempt to sign in after 48 hours and it happens again, try clearing the cookies&cache and attempt sign in again. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:15:18.000+0000,False,False,005OH00000BFQFHYA5,2025-12-03T17:27:08.000+0000,005OH00000BFQFHYA5,2025-12-03T18:15:18.000+0000,005OH00000BFQFHYA5,2025-12-03T18:15:18.000+0000,(866)800-7984,,stephen.bachalo1@ig.ca,(204)934-2814,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7cHdYAI,False,,24242698,0030A0000029fXMQAY,0010A000002w3hpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request/follow up,Medium,"**EMAIL**

Good morning Subhash,

Unfortunately, client listing reports are sent via encrypted email. Please let me know the best time to contact you for a LogMeIn session on how to access the encrypted email and Excel file.

I am available Monday to Friday from 9:00AM to 5:00PM eastern time.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: sjollyfinancial@sympatico.ca <sjollyfinancial@sympatico.ca> 
Sent: December 9, 2025 5:03 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: sjollyfinancial@sympatico.ca
Subject: [EXT] RE: Client Listing Request /Case24242698

Hi Carmen, Thanks for your Report, which I am unable to open despite multiple times. Can you kindly send me this Report by Mail at the following address. Much appreciated and Merry X’mas! Subhash Jolly S JOLLY FINANCIAL, 36 Joseph Duggan Road
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carmen,
Thanks for your Report, which I am unable to open despite multiple times.
Can you kindly send me this Report by Mail at the following address.
Much appreciated and Merry X’mas!

Subhash Jolly 
S JOLLY FINANCIAL,
36 Joseph Duggan Road
Toronto, On M4L 3Y2
Phone:  416 693-6781
Fax     :  416 699-5597
Cell    :   416 618-9229



Good day Subhash,

Our team received a follow-up from Customer Service Specialist team regarding 22166 Client Listing – DSC information (DSC Maturity Dates and Maturity Amount (segregated funds only)). As mentioned in my email below, there appears to be no clients listed for this request, DSC information (maturity dates/amounts – segregated funds only).

Please let me know if you would like the Wealth Fund Client Listings report – fund policy level details for mutual and segregated funds



Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 25, 2025 1:01 PM
To: sjollyfinancial@sympatico.ca
Subject: Client Listing Request /Case24019590

Good afternoon Subhash,

Our team received a request from Customer Service Specialist team for 22166 Client Listing – DSC information (DSC Maturity Dates and Maturity Amount (segregated funds only)). 

Please note there appears to be no clients listed for this request.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



Thank you, so much! He is quite elderly and must have missed seeing it



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 3, 2025 12:58 PM
To: White, Shelly <Shelly.White@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23904291, Case23936833

Good afternoon Shelly,

I reached out to sjollyfinancial@sympatico.ca on November 25 regarding this request, 22166 Client Listing – DSC information (DSC Maturity Dates and Maturity Amount (segregated funds only)).

Nonetheless, I will resend the email to the advisor.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: White, Shelly <Shelly.White@canadalife.com> 
Sent: December 3, 2025 12:46 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23936833

Hi Carmen – do you have an update as to when the advisor can expect to receive this? He called today asking about it


Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 21, 2025 11:34 AM
To: White, Shelly <Shelly.White@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23936833

Hi Shelly,

Thank you for your response.

As this is a custom request, our team will look into this with our data provider. Once it is complete, it will be sent to the advisor directly, sjollyfinancial@sympatico.ca, due to security purposes and client sensitive data.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: White, Shelly <Shelly.White@canadalife.com> 
Sent: November 20, 2025 3:17 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23904291

Hello – the advisor would like you to generate the following report

3) DSC Maturity Dates and Maturity Amount (SF only) – custom request 



Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 20, 2025 11:07 AM
To: White, Shelly <Shelly.White@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23904291

Good morning Shelly,

Regarding for DSC reports, there are three reports available:
1) Wealth Fund – fund level details and includes all load types for SF and MF
2) DSC Scan - remaining DSC fees for freedom fund policies (MF only) – custom request
3) DSC Maturity Dates and Maturity Amount (SF only) – custom request 

Please let me know which of the following report the advisor would like.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: White, Shelly <Shelly.White@canadalife.com> 
Sent: November 17, 2025 5:13 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: AUM - SUBHASH JOLLY / 22166

Hello:

Are you able to produce a report showing the remaining DSC on an advisors Book of Business? If so, you please produce for Subhash Jolly Code: 22166

Please advise if you are not able so that I can inform the advisor.


Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-03T18:02:18.000+0000,False,False,005OH0000071DK9YAM,2025-12-03T18:02:18.000+0000,005OH0000071DK9YAM,2025-12-10T14:52:58.000+0000,005OH0000071DK9YAM,2025-12-10T14:52:58.000+0000,(416)693-6781,(416) 618-9229,sjollyfinancial@sympatico.ca,(416)699-5597,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7dWzYAI,False,,24240469,0030A0000029hffQAA,0010A000002w5W0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ACB inquiry,Medium,"Authenticated? NA
-Full name: Ok
-2AAC: Ok (1)
-Last login date: N/A
-Firm/MGA name: N/A
-Province of practice: Yes
-Used LogMeIn? No
-Advisor code(s): D9397

Call details: Caller asked about finding the adjusted cost base (ACB) for certain investment funds on the Workspace platform.  The agent advised the customer to contact the customer service team or chat with them to inquire about accessing the ACB information.
Caller stated that they already have CSC contact number and know how to chat on WS.",True,2025-12-03T19:17:08.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T17:31:08.000+0000,005OH00000AbCcLYAV,2025-12-03T19:17:18.000+0000,005OH00000AbCcLYAV,2025-12-03T19:17:18.000+0000,(604)789-3888,,marco@vantagefg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7eeKYAQ,False,,24239809,0030A0000029p9BQAQ,0010A000002wBfQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Regristration,Medium,"User wants assistance to register for Workspace. 
User forgot password for User ID- Reset ISAM- KB0021888 - rotation 2 - updated temporary one
Could not hear advisor - disconnected and called back 
Registered user for Workspace successfully
KB0016709 - Set up Chrome Authenticator 

Code: 42794
Email: maughan.brian@gmail.com 
User ID: BMAUGHAN 

**********************************************************
Good afternoon, Brian 

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with resetting your User ID account and changing the temporary one I provided over the phone so you can successfully register for your Workspace account.  
You are now set up for the two-factor authentication, during Workspace login it will now request a confirmation through the Chrome authenticator.  

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:08:02.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T17:22:02.000+0000,005OH00000BG5v4YAD,2025-12-03T18:08:02.000+0000,005OH00000BG5v4YAD,2025-12-03T18:08:02.000+0000,(416)460-7719,,maughan.brian@gmail.com,(416)240-8283,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7fk1YAA,False,,24237047,0030A0000029cBwQAI,0010A000002w109QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Workspaces access, err-w1287 and TAN error",Medium,"*****DDS***** 12/03/2025
User was having issues signing into workspace and getting err- w1287. DDS did a logmein session and closed all workspace sign in sessions user had open and cleared cookies and cache and user was able to successfully sign in.

Ref:KB0022199

*****EMAIL CHAIN*****
Hello Troy, 

   It was a pleasure assisting you today. In the case that happens again, you can try clearing cache and cookies and re-opening the sign in session and that should resolve it. With the application, you will have go through your email and look for an email from “docu-sign” about this application. That is the only way to retrieve that info. If you are still having that issue, pls provide a screenshot of the error message and application number ad I can get that escalated for you. If you have any questions, please don’t hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:49:17.000+0000,False,False,005OH00000BFQFHYA5,2025-12-03T16:44:00.000+0000,005OH00000BFQFHYA5,2025-12-03T17:16:18.000+0000,005OH00000BFQFHYA5,2025-12-03T17:16:18.000+0000,(705)876-1282,(289) 804-6158,troy.williams@ig.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7g52YAA,False,,24238115,0030A0000029pX9QAI,0010A000002wBy9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1285,Medium,"User is getting error message when signing into Advisors Workspace account. User ID is locked, adviser user to get Advisor to call back for authentication to unlock account. 

Email: sahar.galbraith@ipcsecurities.com
Code: 98704
Code: D9561

*********************************************************
Good afternoon, Sahar

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace!
 
Regarding the error message ERR-W1285, we will need James Greenwood to give us a call back so we can authenticate him correctly and then we will be able to assist him with signing into his account. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T17:08:42.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T16:58:45.000+0000,005OH00000BG5v4YAD,2025-12-03T17:08:43.000+0000,005OH00000BG5v4YAD,2025-12-03T17:08:43.000+0000,(306)757-5038,,jim.greenwood@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7gMlYAI,False,,24237576,0030A0000029jbIQAQ,0010A000002w765QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"User is receiving an error message, user was selecting Advisor solutions instead of MGA

Email: adrian@chomenko.ca 

***********************************************
Good afternoon, Adrian 

Thank you for contacting the Workspace Support Team, it was great speaking with you today with your Workspace account!
 
I'm glad I was able to assist you with signing in. Just as a reminder you want to have the association as ‘MGA’ when choosing from the drop down options. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T16:55:54.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T16:51:22.000+0000,005OH00000BG5v4YAD,2025-12-03T16:55:54.000+0000,005OH00000BG5v4YAD,2025-12-03T16:55:54.000+0000,(514)737-9252X221,,adrian@chomenko.ca,(514)313-5353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7hQrYAI,False,,24237375,003G0000018f6c1IAA,0010A000002wOZJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,NB Application,Medium,"Advisor unable to submit NB application - check details and ask to update the percentage as per the guidance of S Jason.. issue resolve.
============

Hi Dan,

Thank you for contacting the workspace support about not able to submit a new business application.

We have identified the glitch and make sure that the percentage is updated. We can also confirm that the application was submitted successfully.

Appreciate your patience and for letting me investigate this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T17:02:54.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T16:48:28.000+0000,005OH00000BFPZHYA5,2025-12-03T17:08:20.000+0000,005OH00000BFPZHYA5,2025-12-03T17:08:20.000+0000,(289)337-4440,(289) 337-4440,dan.haney@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7hXOYAY,False,,24240627,003G0000018f6cUIAQ,0010A000002wOZmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"ERIC HOLT
Registration assistance
User needed help with registering for their workspace account.
KB0020858 - issue was that ISAM was locked so they needed to unlock. I authenticated user and unlocked user ID
User did not know their User ID so we were not able to register. advised user to contact distribution methodology

Email:
----------
Hello Eric Holt

Thank you for contacting Workspace Support concerning access to your Workspace account

On our call today, I was able to connect with your through a LogMeIn session and perform some troubleshooting steps which include unlocking your user ID account and resetting the password. As mentioned during our call, to get your User ID please email Distribution_Methodology@canadalife.com.

When you get your user ID, you can use that to register on https://workspace.canadalife.com/registration

Let us know if you have any more questions.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:16:59.000+0000,False,False,005OH00000BGf2TYAT,2025-12-03T17:33:33.000+0000,005OH00000BGf2TYAT,2025-12-03T18:16:59.000+0000,005OH00000BGf2TYAT,2025-12-03T18:16:59.000+0000,(905)898-3456,(647) 294-2856,eric@holt-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7hdmYAA,False,,24237865,003G0000018f6h8IAA,0010A000002wOhOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - W1287,Medium,"*** DDS Dec 3rd, 2025 ***
User cannot access Workspace account. Error W1287 appears. Resetting password does not work. Was authenticating with 2 advisor codes but he could only confirm one. Asked to escalate it but while on Assist Line, he dropped the call. L2 sent email to indicate the importance of correct authentication.
=========================================================================================

****Email Chain****

Per Michelle this can be filed with no response.  

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 11:42 AM
To: Meszaros, Michelle <Michelle.Meszaros@canadalife.com>
Subject: FW: URGENT - Case 24237865**** - Workspace can not verify my identity with the personal information I have? What information do you have that I don't know about?? Please escalate asap



From: Glen Oliver <glen@glenoliver.com> 
Sent: December 5, 2025 9:40 AM
To: Kapoor, PK <Piyusha.Kapoor@advicecanada.com>
Cc: Naseer, Summan <Summan.Naseer@advicecanada.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: URGENT - Case 24237865**** - Workspace can not verify my identity with the personal information I have? What information do you have that I don't know about?? Please escalate asap

What are these codes for and why have they never been shared with me or explained? I’ve never seen them or known of them. All the business I’ve ever written is under Glen Oliver F2687 or ll12440 which are the sole advisor codes under Glen Oliver
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
What are these codes for and why have they never been shared with me or explained? I’ve never seen them or known of them.

(1)	All the business I’ve ever written is under Glen Oliver F2687 or ll12440 which are the sole advisor codes under Glen Oliver & Associates. I’ve never seen a separate code for GOA. I can not write business or hold business under that code because there are no other licenced advisors in GOA.

(2)	All of my Mutual Fund business is under 26454 which is my “actual” mutual fund advisor code (that Workspace seems to be unaware of) even though that’s how I sign in to Investment Centre (within Workspace) and process all Mutual fund business. So what is F2688?

Most importantly, WHY would these other codes be included in some sort of advisor security identification with Workspace tech support if I’ve never heard of them myself and never used them? Can’t use them.

Samantha, can you please take this feedback to your superiors in Workspace Support and make sure they are aware of this problem, and try to add come other kind of identification option for something as important as Workspace access, which is now our ONLY way to access any business processing systems in Canada Life / Quadrus.

Thank you.

Glen Oliver CFP, CLU, CHFC
__________________________
Glen Oliver & Associates
Financial Consultants Inc.
42 St.Clair Avenue E
Toronto, Ontario M4T 1M9
(416) 972-6004 x 222
glen@glenoliver.com


From: Kapoor, PK <Piyusha.Kapoor@advicecanada.com> 
Sent: December 5, 2025 9:46 AM
To: Glen Oliver <glen@glenoliver.com>
Cc: Naseer, Summan <Summan.Naseer@advicecanada.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: URGENT - Case 24237865**** - Workspace can not verify my identity with the personal information I have? What information do you have that I don't know about?? Please escalate asap

Good morning, Glen,

Please find below your codes

Firm Code F0361
Individual code F2687
MF Code F2688

 

Thank you

PK Kapoor 
Business Development Consultant | GTA & Golden Horseshoe 

Piyusha.Kapoor@advicecanada.com | 647-954-9567

RepVision Video Tutorials: https://vimeo.com/showcase/10474307

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 3:49 PM
To: Glen Oliver & Associates Financial Consultants Inc <Glen@glenoliver.com>
Cc: Naseer, Summan <Summan.Naseer@advicecanada.com>; Kapoor, PK <Piyusha.Kapoor@advicecanada.com>
Subject: RE: URGENT - Case 24237865**** - Workspace can not verify my identity with the personal information I have? What information do you have that I don't know about?? Please escalate asap

Hello Glen,

Workspace Support specializes in technical support and cannot confirm or deny if these codes were shared with you. As such, if you wish to confirm which codes are associated with you, please reach out to Contracts and Compensation at contracts&compensation@canadalife.com for assistance.

@Kapoor, PK, can you please assist the Glen with locating the advisor codes associated with him.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Glen Oliver <glen@glenoliver.com> 
Sent: December 3, 2025 4:38 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Naseer, Summan <Summan.Naseer@advicecanada.com>
Subject: [EXT] RE: URGENT - Case 24237865**** - Workspace can not verify my identity with the personal information I have? What information do you have that I don't know about?? Please escalate asap

I should not be asked to provide advisor codes that have never been shared with me and that I’ve never seen anywhere doing business with Canada Life. I only have one advisor code with Canada Life that I’m aware of F2687, and one London Life

I should not be asked to provide advisor codes that have never been shared with me and that I’ve never seen anywhere doing business with Canada Life. 

I only have one advisor code with Canada Life that I’m aware of F2687, and one London Life advisor code 12440 and one Quadrus advisor code 26454 that are still used for most things I do with Canada Life, including signing in to most technology… and yet Samantha doesn’t know those are advisor codes, and tells me they aren’t recognized. 

I’m told told there is no other way to identify me… other than me providing two advisor codes that I work with. Seriously!?

Summan, can you please explain what Samantha is talking about? Or find someone who can get to the bottom of this?

This is so ridiculous! I can’t even get the most basic help accessing Workspace – where all business now resides… over something like this!??

Glen Oliver CFP, CLU, CHFC
__________________________
Glen Oliver & Associates
Financial Consultants Inc.
42 St.Clair Avenue E
Toronto, Ontario M4T 1M9
(416) 972-6004 x 222
glen@glenoliver.com


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 5:17 PM
To: Glen Oliver <glen@glenoliver.com>
Subject: RE: URGENT - Case 24237865**** - Workspace can not verify my identity with the personal information I have? What information do you have that I don't know about?? Please escalate asap

Hello Glen,

You do have more than 1 advisor/producer codes with Canada Life. LL12440-0 and LL26454-4 are not advisor codes, however, they are associated with you.

If you wish to confirm what your codes are, please reach out to Contracts and Compensation at contracts&compensation@canadalife.com for assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Glen Oliver <glen@glenoliver.com> 
Sent: December 3, 2025 11:29 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] URGENT - Case 24237865**** - Workspace can not verify my identity with the personal information I have? What information do you have that I don't know about?? Please escalate asap

Samantha, I hung up after a while on hold and the second person I called back and talked to was able to help me sign in right away by asking me to clear my cache and try again, which worked. More concerning, the first person I talked to asked

Samantha, I hung up after a while on hold and the second person I called back and talked to was able to help me sign in right away by asking me to clear my cache and try again, which worked.

More concerning, the first person I talked to asked for two of my Canada Life Advisor codes. I have ll12440-0  ll26454-4 and F2687.

I provided those and was told they were not correct. I clarified perhaps just 12440 26454 and F2687 and was told no!?

I do not know of any other advisor codes being used, and that really concerns me that I can not verify my own personal information with Canada Life, to get help when I need it.

Please escalate this and have someone contact me asap to resolve this, so it doesn’t happen again.

Glen Oliver CFP, CLU, CHFC
__________________________
Glen Oliver & Associates
Financial Consultants Inc.
42 St.Clair Avenue E
Toronto, Ontario M4T 1M9
(416) 972-6004 x 222
glen@glenoliver.com

cell: 416-301-8018

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 12:16 PM
To: Glen Oliver <glen@glenoliver.com>
Subject: Case 24237865**** - Phone Call Follow-Up - Workspace Login Error W1287

Hello Glen,

Thank you for contacting the Workspace Support team regarding an issue you have logging into your Workspace account.

We take the security of your account seriously and are committed to protecting your personal information. We understand that you were unable to provide the agent with the necessary information to authenticate you. As a result, we are unable to assist with resetting your password currently.

If you wish to locate the information that you, please reach out to Contracts and Compensation at contracts&compensation@canadalife.com for assistance. Once you receive the information needed for resetting your Workspace password, you can give us a call at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T17:09:28.000+0000,False,False,005OH000002iN7pYAE,2025-12-03T16:55:16.000+0000,005OH00000AbJ7aYAF,2025-12-08T18:05:39.000+0000,005OH000002iN7pYAE,2025-12-08T18:05:39.000+0000,(416)972-6004X222,,glen@glenoliver.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7iDJYAY,False,,24240302,0035o000006NBGPAA4,0015o000006sEMbAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Illustration,Medium,"Illustration
***********

Hi Yukari , thank you for contacting the workspace support today.

To recap our call, you needed assistance with an illustration , we realized you wanted a single coverage policy , however you started one with two clients, so you only had the option of a joint policy to correct that all we did was remove the first client that was within the illustration. If you have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T17:35:36.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T17:28:48.000+0000,005OH00000BFQFCYA5,2025-12-03T17:45:33.000+0000,005OH00000BFQFCYA5,2025-12-03T17:45:33.000+0000,(204)588-8781,,yukarimartinez@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7iI9YAI,False,,24240932,003OH00000KetbrYAB,001OH00000PCqKlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/03/25

Authenticated user as per KB0021888, user could not provide the correct address on file and mentioned he had never provided any other address to CL
Referred user to their AGA 

=============================================================================================

****Email Chain****

Bonjour Charles,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès. 

Je suis désolée que l’appel a été interrompu. Pour mieux vous assister, veuillez contacter votre AGD/AGA (Agence Générale Déléguée) pour confirmer toutes les informations liées à votre profile pour l’authentification dans le futur.

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T17:53:41.000+0000,False,False,005OH0000097FtCYAU,2025-12-03T17:37:54.000+0000,005OH0000097FtCYAU,2025-12-03T18:00:50.000+0000,005OH0000097FtCYAU,2025-12-03T18:00:50.000+0000,(450)531-3754,,cmatton@groupedivision.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7iy4YAA,False,,24239717,003G0000018f6ZMIAY,0010A000002wOWRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support-Reset password,Medium,"user receiving Error when reseting their password.
password reset is required on our end
authenticated user and reset password.
KB0017399
Email==========

Bonjour Nicole,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis réinitialisation de mot, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé votre mot de passe et vous avez pu accéder à votre compte d’espace d’affaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ",True,2025-12-03T17:26:19.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T17:20:48.000+0000,005OH00000AZ3ZxYAL,2025-12-03T17:50:31.000+0000,005OH00000AZ3ZxYAL,2025-12-03T17:50:31.000+0000,(514)898-4231,(514) 909-4231,bbertrand@premiereclassesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7k3sYAA,False,,24239852,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-12-03T17:41:14.000+0000,False,False,005OH000006uYrkYAE,2025-12-03T17:22:40.000+0000,005OH000006uYrkYAE,2025-12-03T17:41:14.000+0000,005OH000006uYrkYAE,2025-12-03T17:41:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7n4vYAA,False,,24240348,003G000001dNaD2IAK,0010A000002wStyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Dig Term Conversion issue - INC1926177,Medium,"****Dec, 5, 2025

DAS said:
""Please have the client check thier junk folder and if it is not there then have the advisor request a different email address from the client. This is not a Docusign issue but rather an issue with the clients email security or spam filter catching the generic docusign email address.""
This information was passed on to the user.

==============================================================================================================

KB0022696 - Digital Term Conversion - signature request not received by client/advisor- its been 2 days and clients did not get the link yet. reach out to assist line, SL Samantha will escalate the case.

=========================================================================

****email Chain****

Hello Wendy,

Regarding the Docusign email that your client is unable to locate.

We were informed that your client should check their spam/junk folder to locate the Docusign email. If the are unable to locate the email, please ask the user for a different email address. This could be an issue with the client’s email security or spam filter catching the generic Docusign email address.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 4:59 PM
To: Playfair, Wendy <wendy@binnaclefinancial.ca>
Subject: RE: Case 24240348 - INC1926177 - Phone Call Follow-Up - Term Conversion Issue

Hello Wendy,

Following up on the issue you have with your address appearing incorrectly in Conquest. Please send an email to Advisor Support at advisorsupport@conquestplanning.com or call the toll 1-888-282-7020. Conquest support is available Monday to Friday from 9:00 AM to 7:00 PM ET 

I will reach out again as soon as I have more information regarding the term conversion error you are receiving.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 3:28 PM
To: Playfair, Wendy <wendy@binnaclefinancial.ca>
Subject: Case 24240348 - INC1926177 - Phone Call Follow-Up - Term Conversion Issue

Hello Wendy,

Thank you for contacting the Workspace Support team regarding an issue you have with your clients not receiving the Term conversion DocuSign links. I’d be happy to assist you.

I have gone ahead and escalated this issue to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.

Additionally, as soon as I have more information about updating your address in Conquest I will pass it on.

In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T17:57:35.000+0000,False,False,005OH000002iN7pYAE,2025-12-03T17:29:31.000+0000,005OH00000BFPZHYA5,2025-12-05T16:23:04.000+0000,005OH000002iN7pYAE,2025-12-05T16:23:04.000+0000,(905)291-2527,(905) 515-8205,wendy@binnaclefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7nZWYAY,False,,24239851,003G0000018f6SOIAY,0010A000002wOOjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace email update,Medium,"*12/3*
----------------
Elayna Ginn

took over the role of the previous market assistants email. 
update email in WOrkspace 
23051
26241
f2909
F7908
office@TALERICOFINANCIAL.COM
unable to change the email because it's still in use from someone else 

Distribution_Methodology@canadalife.com

*email*
----------------

Good afternoon Elayna, 

Thank you for contacting the Workspace Support Team with your email update inquiry. 

You wanted to update the email in Workspace. We attempted to update the email in Workspace, due to it being registered under your former colleague we were unable to complete the update. Please contact Distribution_Methodology@canadalife.com and request that they offboard your colleagues profile, we will not be able to update the email on your Workspace till this is done, once you have confirmation that it’s complete, please call us back or reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T00:24:08.000+0000,False,False,005OH000008919xYAA,2025-12-03T17:22:39.000+0000,005OH000008919xYAA,2025-12-04T00:24:08.000+0000,005OH000008919xYAA,2025-12-04T00:24:08.000+0000,(403)380-5085,,joe@talericofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7pzWYAQ,False,,24240035,0030A0000091VJOQA2,0010A000002wSoIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/03/25 

Authenticated user as per KB0021888, user got error codes ERR-W1287 when trying to sign in
We cleared cookies and cached files and ensured the Edge browser was up to date
User was able to sign into WS

============================================================================================= 
 
****Email Chain****

Bonjour Jasmin,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur l’Espace Affaires.

Lors de notre appel, nous avons constaté que vous recevez le message d’erreur ERR-W1287 chaque fois que vous accédez votre compte Espace Affaires. Nous avons effacé les cookies, autres données des sites, images et fichiers en cache. Nous avons aussi vérifié que votre navigateur Edge est à jour. Ensuite vous étiez capable d’accéder votre compte sur Espace Affaires. 


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T17:25:10.000+0000,False,False,005OH0000097FtCYAU,2025-12-03T17:25:10.000+0000,005OH0000097FtCYAU,2025-12-03T18:04:37.000+0000,005OH0000097FtCYAU,2025-12-03T18:04:37.000+0000,(418)622-7077,418 254 3602,jlapointe@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7s6CYAQ,False,,24240734,0030A0000029ZVCQA2,0010A000002vylRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access issue,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): 62593

Call details: Caller was reporting an issue accessing their WS account, turned out that their account was 




Hi Gerry,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access.

Just a recap of what we did, we unlocked your account and reset your password, which allowed you to login into your Workspace account successfully. 

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:37:02.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T17:35:05.000+0000,005OH00000AbCcLYAV,2025-12-03T19:37:03.000+0000,005OH00000AbCcLYAV,2025-12-03T19:37:03.000+0000,(403)863-6533,,gheff@telusplanet.net,(403)275-4453,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7sKsYAI,False,,24245448,0030A00000CJNQoQAP,0010A00000DBaFAQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect needs NB Preferences,Medium,"*** DDS Dec 3rd, 2025 ***
User cannot access SP because the message indicates preferences needed to be selected, turns out advisor would need to do the same on his account. Email sent with guide on how the advisor can do that. Following KB0023051 
===============
Good afternoon Salvatore,

It was a pleasure speaking with you today about Simple Protect access blocked by preferences pop-up window.

During our call we saw that the notification to update New Business preferences still appeared after you updated yours and would not let you access to Simple Protect.

Your advisor would need to update his preferences as well so that this message disappears. He can do so by following the guide attached.

I’m glad I was able to assist you today with accessing Simple Protect. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T19:00:44.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T18:38:56.000+0000,005OH00000AbJ7aYAF,2025-12-03T19:46:08.000+0000,005OH00000AbJ7aYAF,2025-12-03T19:46:08.000+0000,(604)722-4164,,salvatore@ciccone-mckay.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7sW3YAI,False,,24243072,003OH00000QDdfiYAD,001OH00000VtjhCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New business app - Simple protect - Forest,Medium,KB0022199 - advisor getting error FOREST for NB application - call take over by SL Jon for escalation,True,2025-12-03T18:13:30.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T18:07:41.000+0000,005OH00000BFPZHYA5,2025-12-03T18:49:23.000+0000,005OH00000BFPZHYA5,2025-12-03T18:49:23.000+0000,(514)822-4270,,daniel.williams2@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7skbYAA,False,,24245658,003G0000018f7Z8IAI,0010A000002wPfyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): w1619
Caller was having an issue accessing their account because of them spelling their email address the wrong way and entering invalid password.
>>>We reset user password and instruct them to spell their email correctly instead of using the saved (wrong spelled) one on their browser.

--------------------EMAIL-----------------------------
Hi Tammy,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully after resetting your Workspace password and correcting the spelling of your login email address. 

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T22:11:41.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T18:41:25.000+0000,005OH00000AbCcLYAV,2025-12-03T22:11:41.000+0000,005OH00000AbCcLYAV,2025-12-03T22:11:41.000+0000,(613)254-8484,(613) 614-3754,jason@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7tBwYAI,False,,24241347,0030A0000029cbnQAA,0010A000002w1HPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"***DDS*** 12/03/25
Name: kathy Troster
Phone: 
Agent code: H9701
Reference KB0017316 
Hello Kathy,

Thank you for contacting the Workspace support group I would be happy to assist you regarding Workspace registration.

To re-cap our call for today:

We completed verification.
We completed registration.
We setup SF Authenticator.
Having difficulties with SF authenticator
We setup Google Authenticator.
We confirmed we can log in, log out and back in again successfully.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-12-03T18:31:36.000+0000,False,False,005OH00000BGeeHYAT,2025-12-03T17:43:13.000+0000,005OH00000BGeeHYAT,2025-12-03T18:31:36.000+0000,005OH00000BGeeHYAT,2025-12-03T18:31:36.000+0000,(416)818-8825,,atroster@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7tNMYAY,False,,24244816,003G0000018f72rIAA,0010A000002wP6BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,IC issues-resolved,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Last login date: N/A
-Firm/MGA name: N/A
-Province of practice: N/A
-Used LogMeIn? N/A
-Advisor code(s): F1705
-KB: KB0015637 

Call details: Caller was having issues accessing their IC.
>>>Issue resolved by clearing their browser's cookies.

------------------------------------EMAIL-------------------------------
Good day Wayne,

It was a pleasure speaking on the phone with you earlier regarding your access issue into Investment center.

I'm glad that the issue is resolved after clearing you browser’s cookies, closing it then reopening it, and you were able to access all  systems inside Workspace successfully.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T22:14:44.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T18:30:53.000+0000,005OH00000AbCcLYAV,2025-12-04T20:32:30.000+0000,005OH00000AbCcLYAV,2025-12-13T02:02:24.000+0000,(705)574-0579X231,(705) 542-2977,w.venturi@glwealthssm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7tQXYAY,False,,24244239,003G0000018f7nyIAA,0010A000002wPuQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/03/25 

Authenticated user as per KB0021888  - user gets error code W1281 when trying to login 
Noticed user is yet to register for WS - referred user to DM as they could not recall their User ID
Provided registration steps with screenshots
 
============================================================================================= 
 
****Email Chain****

Bonjour Linda,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur l’Espace Affaires.

Lors de notre appel, nous avons constaté que vous recevez le message d’erreur ERR-W1281 chaque fois que vous accédez votre compte Espace Affaires. Nous avons remarqué que vous n’avez pas encore compléter l’inscription et pour ceci, vous aurez besoin de votre nom d’utilisateur RéseauRep et mot de passe. Veuillez envoyer un courriel à distribution_methodology@canadalife.com et ils pourront vous confirmer votre nom d’utilisateur. 

Lorsque vous aurez votre nom d’utilisateur, veuillez cliquer sur ce lien pour réinitialiser votre mot de passe : 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/LoginPage.do&requestedLanguage=fr


Une fois que vous aurez ces détails en mains, veuillez utiliser la procédure ici-bas pour créer votre compte. 
•	Utiliser le lien d’inscription : https://workspace.canadalife.com/s/login/SelfRegister?language=fr
•	Entrer votre identifiant (autrefois appelé identifiant RéseauRep) et votre mot de passe :
•	Le système saura, en fonction de l’identifiant, si l’utilisateur est un utilisateur de conseiller ou de support.
 
 
 

•	Cliquez sur Suivant pour accéder à la page suivante
•	Lire et accepter les conditions d’utilisation
 
 
 

•	Un courriel de vérification sera envoyé à l’adresse courriel de l’utilisateur qui a été saisie à l’étape précédent
 
 

•	Vérifiez l’adresse courriel en cliquant sur Vérifier maintenant
•	Vous pouvez désormais se connecter à Espace affaires : https://lifeco.force.com/workspace

Si vous éprouvez des difficultés pendant le processus d’inscription, renvoyez-nous un courriel et il nous fera plaisir de vous aider.



Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:07:20.000+0000,False,False,005OH0000097FtCYAU,2025-12-03T18:23:11.000+0000,005OH0000097FtCYAU,2025-12-03T19:07:20.000+0000,005OH0000097FtCYAU,2025-12-03T19:07:20.000+0000,(418)563-3777,(418) 569-5026,michelturcotte@turcottetrustco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7tzyYAA,False,,24247473,003OH00000M9064YAB,001OH00000QulsMYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#primerica - Primerica - Registration issue,Medium,"***DDS*** 12/03/25
Name: CAROLYN Sayles
Phone: 519-770-5942
Agent code: P3089  dealer code 3000
Reference: KB0023476


Hello Carolyn

Thank you for contacting the Workspace support group regarding Workspace registration.

To recap our call for today:

We Registered for Workspace.
We setup Google Authenticator
We successfully loged in, out and back in again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:44:10.000+0000,False,False,005OH00000BGeeHYAT,2025-12-03T19:05:31.000+0000,005OH00000BGeeHYAT,2025-12-03T19:53:47.000+0000,005OH00000BGeeHYAT,2025-12-03T19:53:47.000+0000,(519)632-9604,,csayles@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7uPkYAI,False,,24243313,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-12-03T18:26:33.000+0000,False,False,005OH000006uYrkYAE,2025-12-03T18:10:56.000+0000,005OH000006uYrkYAE,2025-12-03T18:26:33.000+0000,005OH000006uYrkYAE,2025-12-03T18:26:33.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7usoYAA,False,,24246859,003G0000018f6ytIAA,0010A000002wP1XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1287,Medium,"•	Reason for call: ERR-W1287, cannot access WS
Authentication: Yes/No, which rotation: Yes, DEC rotation
•	Troubleshooting steps completed: clear cache and cookies
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): Authentication
==========================
Bonjour Pierre, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à retrouver l'accès à votre compte Workspace.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:06:23.000+0000,False,False,005OH00000BFQFGYA5,2025-12-03T18:57:34.000+0000,005OH00000BFQFGYA5,2025-12-03T19:17:57.000+0000,005OH00000BFQFGYA5,2025-12-03T19:17:57.000+0000,(819)205-1551X424,(613) 291-0228,pierre.claude@prosphere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7vH3YAI,False,,24244533,0035o000006K7IyAAK,0015o000006pDSEAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Registration,Medium,"Advisor is having issues registering for their workspace after being locked in Isam.
********
Hi Ruthann , thank you for contacting the workspace support today.

To recap our call, I was assisting you to register for your MGA workspace account. We did a remote log me in session while I walked you through the registration , once it was completed you were able to successfully sign on. If you have any issues with your account, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:35:52.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T18:27:07.000+0000,005OH00000BFQFCYA5,2025-12-03T19:09:32.000+0000,005OH00000BFQFCYA5,2025-12-03T19:09:32.000+0000,(613)312-7763,,ruthann@rhowefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7wEcYAI,False,,24245276,003G0000018f7GaIAI,0010A000002wPLNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre issue,Medium,"Investment Centre not loading.. assisted advisor in doing clear cashed and cookies, issue is resolved
===================
Hi Clare,

Thank you for contacting the workspace support about investment centre just on a loading page.

We have check and confirm some details; we also tried to clear cashed and cookies and eventually fixed the issue. You can always try to do the same process if you are experiencing some loading issue in the future, but you can always call us back if you need further assistance.

Thank you for your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T18:51:12.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T18:36:59.000+0000,005OH00000BFPZHYA5,2025-12-03T19:46:52.000+0000,005OH00000BFPZHYA5,2025-12-13T02:02:24.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7wTDYAY,False,,24244512,003G0000018f6uOIAQ,0010A000002wOwHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre issue,Medium,"Assisted the advisor in making sure that all details are check, clear cashed and cookies, issue resolve.
==================

Hi Christen,

Thank you for contacting the workspace support about investment centre just on a loading page.

We have check and confirm some details; we also tried to clear cashed and cookies and eventually fixed the issue. You can always try to do the same process if you are experiencing some loading issue in the future, but you can always call us back if you need further assistance.

Thank you for your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
 The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T18:52:46.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T18:26:57.000+0000,005OH00000BFPZHYA5,2025-12-03T19:40:15.000+0000,005OH00000BFPZHYA5,2025-12-13T02:02:24.000+0000,(204)489-1587,,andrew@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7x5rYAA,False,,24245988,0035o000006zLbcAAE,0015o000007cD11AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User having an issue with accessing their Workspace account,Medium,"***DDS(Dec 3)
Account was locked, secured account and unlocked it
We also did a password reset on their end and now has access to it. 

***EMAILS
Hello Matthew,

Thank you for contacting Workspace Support regarding your issue with accessing your Workspace account.

We were able to unlock it and now confirm you can access it after resetting your password.

As mentioned, if you want to have your email admin team to white list emails coming from No-Reply@CanadaLife.com, this could speed up the process on getting these emails coming your way.  

If you have a moment, we would greatly appreciate if you could please take a few seconds and fill out our survey. It is very short and provides us much needed feedback for the platform.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.
Jonathan V
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
   

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:00:03.000+0000,False,False,005OH000001yNnZYAU,2025-12-03T18:45:47.000+0000,005OH000001yNnZYAU,2025-12-03T21:40:39.000+0000,005OH000001yNnZYAU,2025-12-03T21:40:39.000+0000,(705)876-1282,,matthew.welch@igpwm.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnZYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7xSSYAY,False,,24244339,0030A00000Bzl9SQAR,0010A00000CaCYRQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect application blocked,Medium,"*** DDS Dec 3rd, 2025 ***
User cannot go forward with an application. Went out and back in, and it seemed to work. Application 60924183-7 submitted.
==============
Good afternoon Greg,

It was a pleasure helping you submit a Simple Protect application.

During our call, we exited Simple Protect and entered to edit the application again and it was successfully submitted.

I’m glad I was able to assist you today with this application. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T18:38:58.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T18:24:28.000+0000,005OH00000AbJ7aYAF,2025-12-03T18:58:59.000+0000,005OH00000AbJ7aYAF,2025-12-03T18:58:59.000+0000,(778)349-2433,,gregg.benefitslife@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7yDDYAY,False,,24241917,003OH00000M93oaYAB,001OH00000QuuiJYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,**PRIMERICA** not receiving auth code to complete verification,Medium,"Caller Name: COREY NEIL SCHMIDT
Advisor or support staff: Advisor 
Advisor Code: P7109 National Account
Advisor Name: COREY NEIL SCHMIDT	
Phone: 604-380-3111
Email: cschmidt@primerica.com		
Siebel verification: completed as per KB0021888  
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: confirmed as per KB0021888  
Issue: not receiving auth code to complete verification. Not receiving the email.

FINDINGS: 
SF NOT LOCKED.
CHECKED ISAM, FOUND 9606jpj04@clext - NOT LOCKED
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH0000079lGaYAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000KLEzJYAX%26cntc%3D003OH00000KLEzJYAX%26id%3D005OH0000079lGaYAI

He couldn't stay on the call as he had clients there with him, asked if I can look into/call him back.

CHECKED WITH QUESTION CORNER. JONATHAN NOTED HE MAY NEED TO WHITELIST OUR EMAIL. SENT FOLLOW UP

--------------------------------------***DDS  12/04/2025***--------------------------
RESOLUTION: CLOSING AS PER CHAT/COACHING CALL FROM MELODY.
""Michelle says that apparently his wife helped him and he was able to get in so you can close your case and in all likelihood, it seems he was quite likely usually getting a code to his email. I will still send you the coaching summary but it appears what you provided him with was likely the correct info. For next time just remember to ask those probing questions and ask whether they are receiving a specific error message/code, etc.""


--------------------------------------***DDS  12/03/2025***--------------------------
Hello Corey,

Thank you for contacting Workspace Support today regarding not receiving the email with your authentication code to sign into Workspace.

As you were with clients and had to go, I further checked into and could not find any delays with emails at this end or issues with your profile. 

Please check and white list our email account no-reply@CanadaLife.com to ensure its not getting blocked in any antivirus/firewall at your end.

Please try to sign in again/re-send the code and let us know, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T15:34:39.000+0000,False,False,005OH00000AUS7aYAH,2025-12-03T17:51:25.000+0000,005OH00000AUS7aYAH,2025-12-04T15:34:56.000+0000,005OH00000AUS7aYAH,2025-12-04T15:34:56.000+0000,(604)479-0200,,cschmidt@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7yTLYAY,False,,24243186,003G0000018f6SOIAY,0010A000002wOOjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Product illustrations, a problem exists verifying the password or version",Medium,"*12/3*
----------------
Elayna Ginn
F7908
product illustrations, problem verfying the password or version
had them update product illustration
had them attempt to log into the app again after update 
a problem exists between the ID and password. 
walked through self service password reset options on repnet
ll86498

the login ID lori does not have the security to illustrate that policy

*email*
----------------",True,2026-01-28T19:10:56.000+0000,False,False,005OH0000064XtBYAU,2025-12-03T18:09:21.000+0000,005OH000008919xYAA,2026-01-28T19:10:56.000+0000,005OH0000064XtBYAU,2026-01-28T19:10:56.000+0000,(403)380-5085,,joe@talericofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7yedYAA,False,,24247093,0030A0000029lWbQAI,0010A000002w8gTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setup Authenticator,Medium,"Caller Name: SOPHIE TURNER
Advisor or support staff: Advisor 
Advisor Code: 17298 MGA NOT ACTIVE XFERRED AGENCY GAVE C3846 WHICH IS ACTIVE. 
Advisor Name: SOPHIE TURNER	
Phone: (647) 292-8898
Email: sophiet8898@gmail.com		
Siebel verification: COMPLETED USING KB0021888  
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED USING KB0021888  
Issue: Can't sign into Workspace, needs to setup auth

FINDINGS:
NOT LOCKED
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001mRoYAAU%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H847AAC%26cntc%3D0035o000004H847AAC%26id%3D0055o000001mRoYAAU

RESOLUTION: SHE CONFIRMED TRYING TO LOGIN TODAY AS PER SF PROFILE. guided her to download google authenticator, setup/signed in/then out and in again to test. 


--------------------------------------***DDS  12/03/2025***--------------------------
Hello Sophie,

Thank you for contacting Workspace Support today regarding accessing Workspace.

To recap, during our call, I guided to download the Google Authenticator as you had not previously setup Multifactor Authentication. 

You were able to setup, sign into Workspace successfully. We then had you sign out and then in again to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T19:22:09.000+0000,False,False,005OH00000AUS7aYAH,2025-12-03T19:00:53.000+0000,005OH00000AUS7aYAH,2025-12-03T19:22:09.000+0000,005OH00000AUS7aYAH,2025-12-03T19:22:09.000+0000,(905)307-8999,,sophie8898@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7zfbYAA,False,,24246828,0030A0000029nEfQAI,0010A000002wA7sQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset,Medium,"THOMAS TYLER ADAM	
B6204
Advisor needed help for changing their workspace password but they don't remember their last successful login to workspace. called assist line and they will escalate this issue.

=============================================================================

****Email Chain****

Hello Thomas,

Thank you for contacting the Workspace support team regarding an issue you have resetting your password for Workspace.

We take the security of your account seriously and are committed to protecting your personal information. If you wish to inquire or make any changes to your Workspace account, you will go through an authentication process. We understand that you were unable to provide the agent with the necessary information to authenticate you. As a result, we are unable to assist with resetting your password at this time.

However, you should be able to reset the password from your end but you mentioned on the call that you are not receiving the email with the link to do so and would like to whitelist the email address that contains the password reset link. This is the email no-reply@canadalife.com.

If there is anything else we can assist you with, please do not hesitate to reach out. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:16:52.000+0000,False,False,005OH000002iN7pYAE,2025-12-03T18:57:07.000+0000,005OH00000BFiyTYAT,2025-12-03T19:25:14.000+0000,005OH000002iN7pYAE,2025-12-03T19:25:14.000+0000,(519)739-0101,,thomasadam@mdirect.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h7zxGYAQ,False,,24243264,0030A0000029kZpQAI,0010A000002w7u2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't sign into Workspace,Medium,"Caller Name: THAIS MCKEE
Advisor or support staff: Advisor 
Advisor Code: 22482 MGA
Advisor Name:	
Phone: 905-308-2020
Email:  thais.mckee@personalizedwealth.com		
Siebel verification: completed 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: ERR-W1283 can't sign in

FINDINGS: KB0017399 ERR-W1283 - 
confirmed but last login to Workspace shows Nov 20th but she couldn't recall exactly.
user logins shows as per Eliese, she must give a timeframe within 1 week of this or its a Hard Stop. She can contact her MGA or Regional sales associate. 
Thu 11/20/2025, 03:50:09 PM                    
75.156.164.136	Chatter Communities External User	Success	Browser	https://workspace.canadalife.com/s/login

AFTER ASKING THE SAME QUESTION AGAIN SHE NOTED NOV 20TH. 

SF LOCKED NO AUTHENTICATOR SETUP THERE THOUGH. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oXhsAAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H9AJAA0%26cntc%3D0035o000004H9AJAA0%26id%3D0055o000001oXhsAAE

RESOLUTION: AFTER SHE CONFIRMED AS PER KB KB0017399. followed kb, unlocked
had her try to sign in with the password she knows it to be she went through MFA setup using Microsoft Authenticator
she signed in/had her sign out to test with success.



--------------------------------------***DDS  12/03/2025***--------------------------

Hello Thais,

Thank you for contacting Workspace Support today regarding not being able to access Workspace and receiving ERR-W1283.

We completed verification, unlocked our account, you were then able to sign in. 

You were successfully able to setup and use the Microsoft authenticator to sign into Workspace now.  We made sure to test by logging out and back in.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T18:13:11.000+0000,False,False,005OH00000AUS7aYAH,2025-12-03T18:10:15.000+0000,005OH00000AUS7aYAH,2025-12-03T18:51:49.000+0000,005OH00000AUS7aYAH,2025-12-03T18:51:49.000+0000,(780)493-7280,(780) 328-2562 ext 110,thais.mckee@personalizedwealth.com,(866)208-7508,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h800VYAQ,False,,24245488,003G0000018f6hRIAQ,0010A000002wOhhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Successor Holder Change Not Reflected in WS - INC1926620,Medium,"ASA Terri Bent emailing on behalf of Dual-user Peter Justin McDonough (ADSL W5776) because Successor Holder change is not reflected in WS for TFSA 84183540;  Wealth Operations confirmed change was processed in Unitrax and IC Nov. 14th 2025; called Assist Line to confirm user should be referred to CSC as per Question Corner history because KB0021501 only references Wealth Operations; Sam will send ticket to DAS and then confirm handling (will update KBA based on DAS response)

Dec. 9th 2025 - Followed up with L2 re: DAS response/ if user has been sent an update

==================================================================================================

****EMAIL CHAIN****

Hello Terri,

As requested, the successor holder on policy 84183540 has been updated to Christina Phyllis Carroll in Workspace. Log in at anytime to view.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 5:00 PM
To: Bent, Terri <terri@mmfp.ca>
Cc: McDonough, Justin <justin@mmfp.ca>; Seers, Madison <Madison.Seers@canadalife.com>
Subject: RE: 84183540 TFSA Successor Holder - INC1926620/ SF Case #24245488

Hi Terri,

Thank you so much for reaching out to Workspace Support! We would be happy to look into this issue further with you.

We can see that, on November 14th 2025, you uploaded the Successor Holder document under Peter McDonough’s Workspace account (ADSL W5776) for John F. Larson’s TFSA 84183540.

Since Wealth Operations has already confirmed that they have successfully received and processed “REQ-2903367_EMAIL 84183540 TFSA Appointment successor holder 14 Nov 2025 Docusign” – we will go ahead and escalate this to our Digital Lab Team for further investigation. 

We appreciate your patience and promise to update you here as soon as we have more information!

In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Terri Bent <terri@mmfp.ca> 
Sent: December 2, 2025 12:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: McDonough, Justin <justin@mmfp.ca>
Subject: [EXT] Larson, John F (DOB: 3 May 1951) - 84183540 TFSA Appointment of successor holder - Advisor: P Justin McDonough 12484

Are you able to help? Thank you so much! https: //workspace. canadalife. com/workspace/s/account/0010A00000Afd3dQAB/john-f-larson From: Seers, Madison Sent: December 2, 2025 2: 42 PM To: Terri Bent 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Are you able to help? Thank you so much! 
https://workspace.canadalife.com/workspace/s/account/0010A00000Afd3dQAB/john-f-larson 
From: Seers, Madison 
Sent: December 2, 2025 2:42 PM
To: Terri Bent 
Cc: Justin McDonough 
Subject: Larson, John F - 84183540 TFSA Appointment of successor holder 
Hi Terri, It’s been added to Unitrax and IC on November 14th. If it’s not showing on workspace, then workspace support would need to be contacted. Thank you By replying to this request, any personal i 
sophospsmartbannerend 
Hi Terri, 
It’s been added to Unitrax and IC on November 14th. If it’s not showing on workspace, then workspace support would need to be contacted. 
Thank you 
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Madison Seers 
Sr. Customer Service Specialist 
Wealth Operations, Individual Customer, T-424/5B 
Phone: +1 (226) 785-3653 madison.seers@canadalife.com 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
From: Terri Bent <terri@mmfp.ca> 
Sent: December 2, 2025 8:27 AM
To: Seers, Madison <Madison.Seers@canadalife.com>
Cc: McDonough, Justin <justin@mmfp.ca>
Subject: [EXT] Larson, John F - 84183540 TFSA Appointment of successor holder 
Good morning Madison, I uploaded documents via WorkSpace but I do not see this showing up in WorkSpace: Successor holder should be Christina Phyllis Carroll, spouse TERRI BENT, ACS | EXECUTIVE ASSISTANT MATTHEWS MCDONOUGH FINANCIAL PLANNING 
Good morning Madison, I uploaded documents via WorkSpace but I do not see this showing up in WorkSpace: 
Successor holder should be Christina Phyllis Carroll, spouse 
 
TERRI BENT, ACS | EXECUTIVE ASSISTANT 
MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 
6174 Quinpool Road Halifax NS B3L 1A3 
Work: 902.431.7526 x8 | Fax: 902.431.9514 
terri@mmfp.ca 
www.matthewsmcdonough.com <http://www.matthewsmcdonough.com> 
""If you no longer want to receive these messages, click the word unsubscribe to email a request to me."" 
Looking for quick access to info about your investments, savings, and insurance products? 
Register for My Canada LifeTM today to find everything in one convenient place! 
Visit: canadalife.com 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-03T20:53:28.000+0000,False,False,005OH000002iN7pYAE,2025-12-03T18:39:24.000+0000,005OH00000BFQFDYA5,2025-12-10T18:21:30.000+0000,005OH000002iN7pYAE,2025-12-10T18:21:30.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h80N5YAI,False,,24242318,003G0000018f6Y5IAI,0010A000002wOVAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace missing policy,Medium,"*12/3*
----------------

Cathy Christmas
48502081t
Robert 
f1601

i have gone to Canadalife Directly about obtaining policy information, i cannot see anything in MGA. i went to the support desk to see if they can sent me the policy summary 

advised to enter a policy number into the global search
they found it 

*email*
----------------
Good afternoon Cathy, 

Thank you for contacting the Workspace Support Team with your client search inquiry. 

You were trying to locate a policy or client in Workspace but could not find them. We pointed you in the direction of the global search and advised to use the policy number instead of the name since the numbers are less likely to be error prone. If you have any questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T00:15:36.000+0000,False,False,005OH000008919xYAA,2025-12-03T17:56:38.000+0000,005OH000008919xYAA,2025-12-04T00:15:36.000+0000,005OH000008919xYAA,2025-12-04T00:15:36.000+0000,(905)988-8530,,robert@rgfraseragency.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h80riYAA,False,,24243139,003G0000018f6dpIAA,0010A000002wObrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 3rd, 2025 ***
User could not access Workspace account. Authenticated with rotation 2, reset password link sent and it worked. Sign in successful.
=================
Good morning Brian,

It was a pleasure to speak to you today and help you access your Workspace account.

During our call, I sent a “Reset Password” link through which you reset your password. In the end you signed in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T18:24:35.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T18:08:39.000+0000,005OH00000AbJ7aYAF,2025-12-03T20:32:17.000+0000,005OH00000AbJ7aYAF,2025-12-03T20:32:17.000+0000,(613)791-4671,(613) 791-4671,brian@murray-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h81ENYAY,False,,24246562,0030A0000029f1KQAQ,0010A000002w3FPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Seg fund application,Medium,"KB0023669 - Guided advisor with the process and submitted the application. application was submitted successfully.
========

Hi Kendyra,

Thank you for calling the workspace support about Segregated Fund application.

We basically just tried to make sure that all appropriate details and options were selected, and the application was submitted accordingly.

I do appreciate the time and patience in going through it with me. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T19:17:11.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T18:53:26.000+0000,005OH00000BFPZHYA5,2025-12-03T19:57:11.000+0000,005OH00000BFPZHYA5,2025-12-03T19:57:11.000+0000,(604)602-1809,(778) 836-3336,kendyracfp@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h81xYYAQ,False,,24246035,0030A0000029mByQAI,0010A000002w9C5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/3*
----------------

Michelle luong
h1476
tried to log into Workspace, dont receive the authenticator ID to enter
their authenticator app is ""locked"" and they are unable to access it 
authenticated 
disconnected authenticator 
registered new authenticator 
logged in

*email*
----------------
Good afternoon Michelle, 

Thank you for contacting the Workspace Support Team with your MFA inquiry. 

Your authenticator app had become locked out and you were unable to access it. We were able to guide you through uninstalling and reinstalling your authenticator app and then registering it again, you were able to log into Workspace successfully. If you have any questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T00:09:49.000+0000,False,False,005OH000008919xYAA,2025-12-03T18:46:35.000+0000,005OH000008919xYAA,2025-12-04T00:09:49.000+0000,005OH000008919xYAA,2025-12-04T00:09:49.000+0000,(647)299-0662,,michelle.luong@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h82DiYAI,False,,24247344,003G0000018f7COIAY,0010A000002wPGMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,user called on behalf oh her advisor to transfer call for a password reset but advisor was already being assist by anothe dds staff.,True,2025-12-03T19:10:07.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T19:03:56.000+0000,005OH00000AZ3ZxYAL,2025-12-03T19:10:07.000+0000,005OH00000AZ3ZxYAL,2025-12-03T19:10:07.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h82a9YAA,False,,24242071,0030A0000029n7vQAA,0010A000002wA2BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"*** DDS 03DEC2025 ***

account locked, authenticated based on ID Advisor rotation 2 questions, unlocked account, had user reset password from login page, authenticator issue

called user back at 	(416) 209-9262, disconnected authenticator, had user reconnect microsoft authenticator, log out and back in, resolved

referred to Relay chat for form inquiry

----------------EMAIL:
Hello Tom,

Thank you for contacting Workspace Support today regarding your form inquiry as well as your Workspace account access issue. It was a pleasure speaking with you! To recap, we unlocked your account, you updated your password, we reconnected your Microsoft authenticator app and you were able to login successfully. We made sure to test by logging out and back in. Regarding your LIF form inquiry, as we discussed you can reach out to Relay Chat in Workspace under the Support tab for process or form related questions. Don’t hesitate to reach out if there is anything I can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:21:04.000+0000,False,False,005OH000006wv2TYAQ,2025-12-03T17:53:25.000+0000,005OH000006wv2TYAQ,2025-12-03T18:22:05.000+0000,005OH000006wv2TYAQ,2025-12-03T18:22:05.000+0000,(416)367-4417,,amor.gabriel@caponifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h839fYAA,False,,24243331,0030A0000029oOSQAY,0010A000002wB30QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor having issues signing onto workspace.
*********
Hi Shari , thank you for contacting the workspace support today.

To recap our call, you had issues accessing your workspace account. We did some troubleshooting to get you signed on. I removed the current MFA and reconnected your MFA with the salesforce authenticator. You were able to successfully sign onto your account. If you have any issues, feel free to let me know in your response. 





We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:14:36.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T18:11:12.000+0000,005OH00000BFQFCYA5,2025-12-03T18:34:56.000+0000,005OH00000BFQFCYA5,2025-12-03T18:34:56.000+0000,(250)755-4004,,shari@molchanfinancial.com,(250)755-4006,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h86tyYAA,False,,24244185,003OH00000KUhgtYAD,001OH00000P0g2cYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): H3923

Call details: Caller is requesting to reset their WS password as they couldn't remember it.
>>>We reset their password and they were able to access WS successfully.

----------------------------------------------------EMAIL---------------------------------------------------
Hi Spencer,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully after resetting your Workspace password. 

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T22:18:07.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T18:22:37.000+0000,005OH00000AbCcLYAV,2025-12-03T22:20:23.000+0000,005OH00000AbCcLYAV,2025-12-03T22:20:23.000+0000,(368)886-7937,,spencer.moore@peoplecorporation.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h86u2YAA,False,,24245059,0030A00000CA8MbQAL,0010A00000CkXWrQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T18:33:46.000+0000,False,False,005OH00000865wTYAQ,2025-12-03T18:33:46.000+0000,005OH00000865wTYAQ,2025-12-03T18:33:46.000+0000,005OH00000865wTYAQ,2025-12-03T18:33:46.000+0000,(403)998-0908,,taxipo321@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h87QGYAY,False,,24249717,003OH00000O8CHVYA3,001OH00000TK7MlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T19:36:38.000+0000,False,False,005OH0000030c5BYAQ,2025-12-03T19:36:38.000+0000,005OH0000030c5BYAQ,2025-12-03T19:36:38.000+0000,005OH0000030c5BYAQ,2025-12-03T19:36:38.000+0000,(780)809-4599,,brett.newell@ascendantfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h89rnYAA,False,,24249561,0030A0000029gwpQAA,0010A000002w4tNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Colour Coded Error Code,Medium,"•	Reason for call: Orchid error code when trying to submit par app via Simple Protect
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: in KBA
•	Email correspondence See below
•	Source of triage (e.g., “As per KBA001234”): KB0022199  

============
Hello Kevin, 

Thank you for contacting Workspace Support. We are actively working on resolving the issue you are having for the Application#: 60924534-4 in Simple Protect resulting in the Orchid error code. 

We have escalated the issue to our back-end team. As soon as we have a response, we will contact you. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: McArdle,Kevin <Kevin.McArdle@edwardjones.com> 
Sent: December 3, 2025 2:41 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: McArdle,Kevin <Kevin.McArdle@edwardjones.com>; Connolly,Julie A <Julie.Connolly@edwardjones.com>
Subject: [EXT] Linda Davies app 60924534-4 

If you are not the intended recipient of this message (including attachments) or if you have received this message in error, immediately notify us and delete it and any attachments. If you do not wish to receive any email messages from Edward
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
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    Report Suspicious     



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U.S. residents: For important additional information related to this email, visit www.edwardjones.com/us-en/disclosures/email and Privacy Notice. Edward D. Jones & Co., L.P. d/b/a Edward Jones, 12555 Manchester Road, St. Louis, MO 63131 © Edward Jones. All rights reserved. 

Canadian residents: For important additional information related to this email, visit www.edwardjones.ca/ca-en/disclosures/email and Privacy Notice. Edward Jones, 90 Burnhamthorpe Rd West Suite 902 Mississauga, Ontario Canada L5B 3C3 Edward Jones. All rights reserved. 

Si vous n’êtes pas le destinataire désigné de ce message (y compris des pièces jointes) ou si vous avez reçu ceci par erreur, veuillez nous en informer immédiatement et annuler le tout y compris les pièces jointes.

Si vous ne voulez pas recevoir des messages par Internet de Edward Jones, excluant des communications administratives, veuillez envoyer cette demande par courriel à Opt-Out@edwardjones.com à partir de l’adresse par courriel dont vous voulez annuler la souscription. 

Résidents Canadiens: Pour d’autres détails importants relatifs au présent courriel, visitez www.edwardjones.ca/fr/divulgations/email.html Edward Jones, 90 Burnhamthorpe Rd West Suite 902 Mississauga, Ontario Canada L5B 3C3 Edward Jones. Tous droits réservés.",True,2026-02-04T19:50:28.000+0000,False,False,005OH00000BFQFGYA5,2025-12-03T19:34:15.000+0000,005OH00000BFQFGYA5,2026-02-04T19:50:28.000+0000,005OH00000BFQFGYA5,2026-02-04T19:50:28.000+0000,(705)435-4019,,kevin.mcardle@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h89wiYAA,False,,24249083,0030A0000029nmwQAA,0010A000002wAaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access Issues,Medium,"GEORGINA LOVE
Gina is having trouble accessing their workspace account (ERR-W1287)
troubleshooting: cleared cache and cookies and it resolved the issue

Email:
----------
Hello Gina,

Thank you for contacting Workspace Support concerning the error you are getting when you tried to access your workspace account.

On the call today, I was able to perform some troubleshooting steps with you to resolve the issue which gave you access to your account.

Let us know if you have any more questions.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:34:24.000+0000,False,False,005OH00000BGf2TYAT,2025-12-03T19:27:08.000+0000,005OH00000BGf2TYAT,2025-12-03T19:34:24.000+0000,005OH00000BGf2TYAT,2025-12-03T19:34:24.000+0000,(416)292-7229,(416) 662-9988,gina.love@ig.ca,(416)292-7230,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8ASwYAM,False,,24245936,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registartion,Medium,"***DDS Dec.3/2025***
Advisor was trying to register for MGA workspace but did not know his User ID, advised him to reach out to distribution methodology to get the User ID in order to complete the registration for his MGA Workspace account.

*****Email*****
Hello Craig,

Thanks for contacting the Workspace Support team regarding registering for your MGA Workspace account.

Please reach out to Distribution Methodology at distribution_methodology@canadalife.com. They will be able to assist you in providing that User ID that is required for your MGA Workspace registration.

Once you have that User ID if you still need help with the password, please reach out to us via a phone call and we can reset that password for you after authentication and walk you through all the registration steps.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:19:22.000+0000,False,False,005OH00000BFQFBYA5,2025-12-03T18:45:13.000+0000,005OH00000BFQFBYA5,2025-12-03T19:26:46.000+0000,005OH00000BFQFBYA5,2025-12-03T19:26:46.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8AkfYAE,False,,24248002,0030A0000029nmwQAA,0010A000002wAaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Password Support,Medium,"Indirect Advisor Gina Love (A1111) calling for assistance resetting WS password; unable to find user initially because they did not provide legal first name ""Georgina""; called Assist Line; CCP technical error prevented me from accessing call; attempted callback but no answer; sent f/u email 

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 12:37 PM
To: gina.love@ig.ca
Subject: Workspace Password Reset - SF Case #24248002

Hi Gina,

Thank you for reaching out to Workspace Support regarding your Workspace password reset! 

We apologize there was a technical issue that dropped our call – we have tried to call you back but only received your voicemail. 

If you still require support, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. Simply provide your SF Case #24248002 and the Digitial Distribution Support Specialist will be able to assist you.

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:37:39.000+0000,False,False,005OH00000BFQFDYA5,2025-12-03T19:12:15.000+0000,005OH00000BFQFDYA5,2025-12-03T19:50:53.000+0000,005OH00000BFQFDYA5,2025-12-03T19:50:53.000+0000,(416)292-7229,(416) 662-9988,gina.love@ig.ca,(416)292-7230,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8B0wYAE,False,,24249634,0030A000008VYrFQAW,0010A000009PopHQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Workspace,Medium,"Caller Name: Christine Kessel
Advisor or support staff: Advisor 
Advisor Code: 14187 
Advisor Name: Christine Kessel
Phone: (306) 536-7139
Email: ckessel@sasktel.net		
Siebel verification: CONFIRMED AS PER KB0021888 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: CONFIRMED AS PER KB0021888 
Issue: Couple issues. 
Using 2 computers, MAC and PC, can't sign into Workspace on the different devices. tried re-setting password and can't access still on the other devices. ERR-W1281

FINDINGS: KB KB0020560 FOR ERR-W1281

RESOLUTION: 
ADVISOR SOLUTIONS: SHOWS SHE SIGNED IN TODAY WHICH SHE CONFIRMED. says shes can't access with the passwords she's re-set.
its not locked but as she couldn't provide an active advisor code. I did a log me in session to have her self service. she was typing a password which didn't work. her saved password did work. guided her on how to check her saved passwords. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001doQwQAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A000008fSq1QAE%26cntc%3D0030A000008fSq1QAE%26id%3D0050A000001doQwQAI


MGA SHOWS SHE HASN'T SIGNED IN SINCE 2023 and it locked. verified, unlocked. had her re-set the password, she signed in, setup MFA with Microsoft authenticator and was successful. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o0000026GPPAA2%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o0000066P0DAAU%26cntc%3D0035o0000066P0DAAU%26id%3D0055o0000026GPPAA2

--------------------------------------***DDS  12/03/2025***--------------------------
Hello Christine,

Thank you for contacting Workspace Support today regarding not being able to access Workspace.

As discussed, you were using multiple devices and even attempted to re-set your password and now seeing ERR-W1281.

During our LogMeIn session, I guided you to sign into the Advisor Solutions Workspace using your saved password which is on the laptop. 

You were successfully able to sign into the Advisor Solutions Workspace. We had you sign out/in again to test.

To find out what your Active Advisor code is for your Advisor Solutions Workspace is, please reach out to  contracts&compensation@canadalife.com

We then checked your MGA code 14187 which is active however you noted you had not accessed Workspace for this profile. 

We completed verification, unlocked the profile, had you sign in, you then re-set the password,  setup the Multifactor Authentication using Microsoft Authenticator.

You were then successfully able to sign into Workspace for your MGA Advisor code 14187, we had you sign out/in again to test.

Please also try clear your cookies/cache on your Edge/Chrome on other devices and then try to sign in again with the same password you created today. Ensure you enter the correct email/password and MGA association.

Edge
1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’
Close the entire browser once cleared and re-open a new browser

Chrome
1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Clear Data’ to complete
Close the entire browser once cleared and re-open a new browser

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T20:46:33.000+0000,False,False,005OH00000AUS7aYAH,2025-12-03T19:35:28.000+0000,005OH00000AUS7aYAH,2025-12-03T20:46:33.000+0000,005OH00000AUS7aYAH,2025-12-03T20:46:33.000+0000,(306)536-7139,,ckessel@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8CEXYA2,False,,24243979,0030A0000029VSUQA2,0010A000002vvM9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/08/25 

Advised Jeff to call us directly again to assist with their MGA registration

****DDS****12/03/25 

As per the new process for authentication, user was advised to call us to assist with their MGA registration.
 
============================================================================================= 
 
****Email Chain****

Hello Jenn and Jeff,

Thank you for contacting Workspace Support regarding Jeff’s MGA access.

As you had mentioned in the email sent to Jeff 12/05/25, Jeff is yet to register for MGA Workspace. Also, a follow-up email was sent to Jeff on 12/03/25 to contact Workspace Support to assist with this issue. Here is the email that was sent to Jeff below:

To help you with your request, we need to connect with you (the advisor) over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


If you have additional questions or require further support, please do not hesitate to let us know.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Cynthia Lafrance <Cynthia@stcyr.ca> 
Sent: December 8, 2025 9:19 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: LaFrance, Cynthia <cynthia@stcyr.ca>
Subject: [EXT] RE: FW: Fw: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Is there someone we can call to help us get Jeff registered? Cynthia LaFrance Human Resources Resources Humaines 28 Armstrong St. N New Liskeard, ON P0J 1P0 Phone: 1-705-647-6645 Fax: 1-705-647-2027 www. stcyr. ca PROUDLY LOCAL, PROUDLY CANADIAN
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Is there someone we can  call to help us get Jeff registered?
 
 
Cynthia LaFrance 
Human Resources
Resources Humaines
 
28 Armstrong St. N
New Liskeard, ON P0J 1P0
Phone: 1-705-647-6645
Fax: 1-705-647-2027
www.stcyr.ca
 
PROUDLY LOCAL, PROUDLY CANADIAN
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
  
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.  À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.


Good day Jeff,

We received a request to assist you with the registration process for access to MGA Workspace.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: December 3, 2025 8:10 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: LaFrance, Cynthia <cynthia@stcyr.ca>; St Cyr, Jeff <info@stcyr.ca>
Subject: FW: Fw: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi there, 

Can you please assist Jeffrey St. Cyr with Workspace login?  

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Cynthia Lafrance <Cynthia@stcyr.ca> 
Sent: December 3, 2025 10:04 AM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Subject: [EXT] RE: Fw: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi Jennifer, I am trying to help Jeff out with registering. It says he is already registered. Not sure what to do now as I don't have a password or ID for him (unless it is automatically his email address). Cynthia LaFrance Human Resources Resources
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Hi Jennifer,
 
I am trying to help Jeff out with registering. It says he is already registered. Not sure what to do now as I don't have a password or ID for him (unless it is automatically his email address).
 
 
 
 
  
Cynthia LaFrance 
Human Resources
Resources Humaines
 
28 Armstrong St. N
New Liskeard, ON P0J 1P0
Phone: 1-705-647-6645
Fax: 1-705-647-2027
www.stcyr.ca
 
PROUDLY LOCAL, PROUDLY CANADIAN
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
  
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.  À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
  
________________________________________
 
________________________________________
From: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Sent: Tuesday, December 2, 2025 12:52 PM
To: Josée <josee@stcyr.ca>
Cc: Stewart, James <James.Stewart@advicecanada.com>
Subject: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD) 
 
Hi Jeffrey, 
 
I trust that this email finds you well. 
 
I see that you have not registered for Workspace as of yet.  You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. 
 
All instructions are below.
 
*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.
 
Kindly let me know if you require any assistance and I’ll be happy to help.  
 
Thank you, 
 
Jenn 
 
 
Jennifer Roe 
 
Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743
 
 
 
In Partnership with
 
James Stewart
 
Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
ust a quick reminder — your Canada Life Workspace account is waiting for you.
View in browser.

 	 	 

 
 
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Register for Canada Life MGA Workspace today!
You’re receiving this email because you’re contracted with both Financial Horizons and Canada Life.

Welcome to Canada Life Workspace, your digital hub to manage your business, service your clients and access tools to grow your business with Canada Life.

Your Canada Life MGA business needs its own Workspace access
If you’re recently contracted with Financial Horizons, you’ll need to register for a separate version of Workspace. 
•	Get a tailored experience for your MGA business.
•	Stay organized with clear business channels.
•	Easily manage both types of business as your practice evolves.
We’re working to unify your experience this fall and taking this extra step today sets you up for what’s next.
Get started: step-by-step guide
Your registration information 	 
First Name:	Jeffrey
Last Name:	St. Cyr
Advisor code*:	D0805
Activation code:	1+4RQ5+1643


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 	3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 	4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.





 
Need support?
Contact Workspace Support at CLWorkspaceSupport@canadalife.com.
To learn more, go to Workspace resource page.

Register today and unlock the full potential of Canada Life Workspace.


 
 
Canada Life and design are trademarks of The Canada Life Assurance Company. If you don’t want to receive these updates, you can unsubscribe here.

 



 
 	 	 

 
 
Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement. 
Inscrivez-vous à l’Espace affaires pour AGD de la Canada Vie dès aujourd’hui! 
Vous recevez ce courriel parce que vous détenez un contrat auprès de la Financière Horizons et de la Canada Vie.

Bienvenue dans l’Espace affaires de la Canada Vie, une plateforme numérique où vous pouvez gérer votre pratique, servir vos clients et accéder à des outils pour faire croître vos affaires avec la Canada Vie.

Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie
Si vous avez récemment établi un contrat avec la Financière Horizons, vous devrez vous inscrire à une version distincte de l’Espace affaires. 
•	Obtenez une expérience sur mesure pour vos affaires d’AGD.
•	Restez organisé grâce à des canaux d’affaires clairs.
•	Gérez facilement les deux types d’affaires à mesure que votre pratique évolue.
Nous travaillons à uniformiser votre expérience à l’automne et cette mesure supplémentaire que nous prenons aujourd’hui vous prépare pour ce qui est à venir. 
Pour commencer : guide étape par étape 
Renseignements sur votre inscription	 
Prénom: 	 
Nom de famille:	 
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	 

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 





 
Besoin d’aide?
Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com.
Pour en savoir plus, consultez la page de ressources de l’Espace affaires.

Inscrivez-vous dès aujourd’hui et tirez le maximum de l’Espace affaires de la Canada Vie.



 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie. Si vous ne souhaitez pas recevoir ces mises à jour, il vous suffit de vous désabonner ici.",True,2025-12-03T18:19:47.000+0000,False,False,005OH0000097FtCYAU,2025-12-03T18:19:47.000+0000,005OH0000097FtCYAU,2025-12-08T22:43:23.000+0000,005OH0000097FtCYAU,2025-12-08T22:43:23.000+0000,(705)647-6645X225,,info@stcyr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8DAbYAM,False,,24244175,003G0000018f6xCIAQ,0010A000002wOzqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration process,Medium,"Hi Wendy,

It was a pleasure speaking on the phone with you earlier regarding your MGA Workspace registration .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we completed your registration process, reset your Repnet password, set up your MFA and made sure that you’re accessing your MGA account without any issues.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: CL Workspace Support 
Sent: November 28, 2025 5:34 PM
To: Wendy Riley <wendy.riley@rileyfinancial.ca>
Subject: RE: [Request ID :##RE-170943##] : Wendy Riley Canada Life MGA WorkSpace registration - Case 24022353

Hi Wendy,

Thank you for your response. Based on your availability, I will call you on Wednesday, December 3, 2025, at 01:00 PM (EST).

If you need immediate assistance, you can reach out to our team: Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Have a great Weekend!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Wendy Riley <wendy.riley@rileyfinancial.ca> 
Sent: November 28, 2025 6:49 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: [Request ID :##RE-170943##] : Wendy Riley Canada Life MGA WorkSpace registration - Case 24022353

Good morning Fatima, Thank you for reaching out. Your time zone: Eastern Standard Time (Toronto) Three preferred dates and times for a call-back: December 1 @ 1: 00pm EST, Dec 3 @ 1: 00pm EST, Dec 1 @ 12: 00pm EST Advisor code (if it’s a non advisor
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    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Good morning Fatima,
Thank you for reaching out.
•	Your time zone: Eastern Standard Time (Toronto) 
•	Three preferred dates and times for a call-back: December 1 @ 1:00pm EST,  Dec 3 @ 1:00pm EST, Dec 1 @ 12:00pm EST
•	Advisor code (if it’s a non advisor account, please provide any active code(s) associated with one of your firm’s advisors.) CL Repnet LL22113, CL F3541, MGA CL A8092
Would you kindly confirm the date and time you are calling please?

Wendy Riley, CFP®
Financial Planner, Riley Financial Group Inc.
Investment Representative, Quadrus Investment Services Ltd.

Book a meeting with me  – CLICK HERE!!

Phone/Text: (613) 771-1244 I Fax: 613-902-5093 
Mail: Suite 414, 207 Dundas St E., Trenton On K8V 1L8

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. 

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed. 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 1:39 PM
To: Wendy Riley <wendy.riley@rileyfinancial.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: RE: [Request ID :##RE-170943##] : Wendy Riley Canada Life MGA WorkSpace registration - Case 24022353

Hi Wendy and Mackenzie,,
@Riley, WendyIt has come to our attention that you are experiencing issues accessing your Workspace account.
I would like to set up a phone call with you to help you with the Workspace registration. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code (if it’s a non advisor account, please provide any active code(s) associated with one of your firm’s advisors.)
	We will reach you at the provided phone number (or the one from your profile).
	For security and compliance reasons, we can only speak directly with the account owner regarding access issues.
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST)
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 24, 2025 2:20 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [Request ID :##RE-170943##] : Wendy Riley Canada Life MGA WorkSpace registration

Hi Mackenzie,

We have confirmed that Wendy’s user ID associated with her MGA Workspace access is WRILEY01. 

If she has not fully completed MGA Workspace registration process, please have her completes the remaining steps using the below instructions.

STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November-24-25 02:35 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [Request ID :##RE-170943##] : Wendy Riley Canada Life MGA WorkSpace registration

Hi Dis Methodology, 

Wendy Riley connect with the Workspace support call center, they told her to come to you to confirm her registration credentials for MGA workspace. Are you able to share those with me? 

I sent her the production code and activation code in order to get registered and it is saying she already is but the report I have shows her as not being registered. I appreciate any insights on this. 

Thanks, 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Wendy Riley <wendy.riley@rileyfinancial.ca> 
Sent: November 24, 2025 10:05 AM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: [Request ID :##RE-170943##] : Wendy Riley Canada Life MGA WorkSpace registration

Hi MacKenzie, The credentials email if I am understanding correctly. I was following the slide deck you sent, I reset my password on the Financial Horizons Advisor Portal via https: //sso-advisors. financialhorizons. com/ and multi-factor had previously

Hi MacKenzie,
The credentials email if I am understanding correctly.

I was following the slide deck you sent, I reset my password on the Financial Horizons Advisor Portal via https://sso-advisors.financialhorizons.com/  and multi-factor had previously been initiated. If I understand correctly, I am now waiting an email  from Distribution_Methodology@CanadaLife.com . Do you know what kind of timeline to expect this email? I have not yet received. I did reach out to Access@Financialhorizons.com and their response is below, advised to reach out to Canada Life.

Wendy Riley, CFP®
Financial Planner, Riley Financial Group Inc.
Investment Representative, Quadrus Investment Services Ltd.

Book a meeting with me  – CLICK HERE!!

Phone/Text: (613) 771-1244 I Fax: 613-902-5093 
Mail: Suite 414, 207 Dundas St E., Trenton On K8V 1L8

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. 

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed. 

From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November 24, 2025 9:29 AM
To: Wendy Riley <wendy.riley@rileyfinancial.ca>
Subject: RE: [Request ID :##RE-170943##] : Wendy Riley Canada Life MGA WorkSpace registration

What are you waiting to receive from them? 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Wendy Riley <wendy.riley@rileyfinancial.ca> 
Sent: November 24, 2025 9:16 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] FW: [Request ID :##RE-170943##] : Wendy Riley Canada Life MGA WorkSpace registration
Importance: High

Good morning, On November 21st I reset my password on the Financial Horizons Advisor Portal via https: //sso-advisors. financialhorizons. com/ and multi-factor had previously been initiated. If I understand correctly, I am now waiting an email

Good morning,
On November 21st I reset my password on the Financial Horizons Advisor Portal via https://sso-advisors.financialhorizons.com/  and multi-factor had previously been initiated. If I understand correctly, I am now waiting an email  from Distribution_Methodology@CanadaLife.com . Do you know what kind of timeline to expect this email? I have not yet received. I did reach out to Access@Financialhorizons.com and their response is below, advised to reach out to Canada Life.


Wendy Riley, CFP®
Financial Planner, Riley Financial Group Inc.
Investment Representative, Quadrus Investment Services Ltd.

Book a meeting with me  – CLICK HERE!!

Phone/Text: (613) 771-1244 I Fax: 613-902-5093 
Mail: Suite 414, 207 Dundas St E., Trenton On K8V 1L8

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. 

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed. 

From: Access <Access@Financialhorizons.com> 
Sent: November 21, 2025 1:56 PM
To: Wendy Riley <wendy.riley@rileyfinancial.ca>
Cc: Access <Access@Financialhorizons.com>
Subject: Re: [Request ID :##RE-170943##] : Wendy Riley Canada Life MGA WorkSpace registration

Hello Wendy,

Sadly as this comes from Canada life side I would not be able to give you an estimate. May I suggest reaching out to canada life IT instead if you wish for an estimation on the responce time?

Regards,

Access / Accès
IT Help Desk / Service d'assistance informatique
Financial Horizons / Financiere Horizons


This communication is governed by the disclaimer found on our website at www.financialhorizons.com/privacy /
Cette communication est régie par la clause de non-responsabilité qui se trouve sur notre site Web à l'adresse www.financierehorizons.com/confidentialite

________________________________________

Category : 
Description : 
CAUTION: This email originated from outside of our network. Before you click any links or open attachments have you validated the sender email address?
ATTENTION : ce courriel provient de l’extérieur de notre réseau. Avant de cliquer sur n’importe quel lien qu’il contient ou d’en ouvrir les pièces jointes, avez-vous bien vérifié la validité de l’adresse de courriel de la personne expéditrice?
Good morning,
I reset my password on the Financial Horizons Advisor Portal via https://sso-advisors.financialhorizons.com/  and multi-factor had previously been initiated. If I understand correctly, I am now waiting an email  from Distribution_Methodology@CanadaLife.com . Do you know what kind of timeline to expect this email? A few minutes or days?
 
Wendy Riley, CFP®
Financial Planner, Riley Financial Group Inc.
Investment Representative, Quadrus Investment Services Ltd.
 
Book a meeting with me  – CLICK HERE!!
 
Phone/Text: (613) 771-1244 I Fax: 613-902-5093
Mail: Suite 414, 207 Dundas St E., Trenton On K8V 1L8
 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.
 
 
Conversation: 
----- Wendelin Alison (Wendy) Riley : wendy.riley@rileyfinancial.ca On Nov 21, 2025 09:32:47 -0500 ----- 
CAUTION: This email originated from outside of our network. Before you click any links or open attachments have you validated the sender email address?
ATTENTION : ce courriel provient de l’extérieur de notre réseau. Avant de cliquer sur n’importe quel lien qu’il contient ou d’en ouvrir les pièces jointes, avez-vous bien vérifié la validité de l’adresse de courriel de la personne expéditrice?
Good morning,
I reset my password on the Financial Horizons Advisor Portal via https://sso-advisors.financialhorizons.com/  and multi-factor had previously been initiated. If I understand correctly, I am now waiting an email  from Distribution_Methodology@CanadaLife.com . Do you know what kind of timeline to expect this email? A few minutes or days?
 
Wendy Riley, CFP®
Financial Planner, Riley Financial Group Inc.
Investment Representative, Quadrus Investment Services Ltd.
 
Book a meeting with me  – CLICK HERE!!
 
Phone/Text: (613) 771-1244 I Fax: 613-902-5093
Mail: Suite 414, 207 Dundas St E., Trenton On K8V 1L8
 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.
 
 


________________________________________",True,2025-12-03T22:00:00.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T18:22:28.000+0000,005OH00000AbCcLYAV,2025-12-03T22:00:00.000+0000,005OH00000AbCcLYAV,2025-12-03T22:00:00.000+0000,(613)771-1244,,wendy.riley@rileyfinancial.ca,(613)902-5093,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8EZkYAM,False,,24244818,003G0000018f76jIAA,0010A000002wPA3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to Access Investment Centre (Trending Issue),Medium,"Dual-user Lee Browning (LL22515) unable to access IC (""buffering""); reported as trending issue; user ended call as they just wanted confirmation

***EMAIL CHAIN***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 11:38 AM
To: Browning, Lee <Lee@southlakewealth.com>
Subject: Investment Centre Issue - SF Case #24244818

Hi Lee,

Thank you for contacting Workspace Support! We’re sorry that you are experiencing issues connecting with Investment Centre.

As discussed, this is a known issue that has been reported by multiple users and is currently being escalated. 

We hope access will be restored shortly but will reach out here if any further action is needed on your end. 

In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:38:45.000+0000,False,False,005OH00000BFQFDYA5,2025-12-03T18:30:54.000+0000,005OH00000BFQFDYA5,2025-12-03T18:38:45.000+0000,005OH00000BFQFDYA5,2025-12-03T18:38:45.000+0000,(905)727-3934,(905) 713-4530,lee@southlakewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8Fp7YAE,False,,24244688,0030A0000029Yz3QAE,0010A000002vyKmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA RESET,Medium,"user reached out he cannot use the code on his mfa authenticaticator
authenticate user and disconnected and reconnected the google authenticator.
KB0020738
email==============
Bonjour Martin,

Merci d’avoir contacté le support de l’espaced’affaire concernant votre soucis authetificateur, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons déconnecté avec succès votre ancienne connexion d’authentificateur et reconnecter avec le google authentificateur.

Nous avons essayé de nous déconnecter et de nous reconnecter pour nous assurer que l’application fonctionne correctement
Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.


Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:58:36.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T18:29:10.000+0000,005OH00000AZ3ZxYAL,2025-12-03T18:58:36.000+0000,005OH00000AZ3ZxYAL,2025-12-03T18:58:36.000+0000,(450)752-2224,,martinhoude@videotron.ca,(450)932-6300,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8GAAYA2,False,,24247800,003OH00000T5JJBYA3,001OH00000ZPgw2YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1287,Medium,"User is receiving an error message. 
Advised to clear cookies and cache. 

Email: ashley.smith@igpwm.ca 

******************************************************
Good afternoon, Ashley 

Thank you for contacting the Workspace Support Team, it was great speaking with you today!

I'm glad I was able to assist you with signing into your Workspace account. As a suggestion clearing cookies and cache can help with this error message, ERR-W1287. 

As a recap to clear cookies and cache you want to follow these steps:
1.	Select three dots in the top right-hand corner and then ‘Settings’ 
2.	Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3.	Change ‘Time Range’ to ‘All Time’
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’

If you have any questions or need further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:14:29.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T19:09:47.000+0000,005OH00000BG5v4YAD,2025-12-03T19:14:29.000+0000,005OH00000BG5v4YAD,2025-12-03T19:14:29.000+0000,(403)284-0494,,ashley.smith@igpwm.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8GYMYA2,False,,24250781,0031600002KeCQxAAN,0015o00000864NzAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Dec 3rd, 2025 ***
User wanted to link ADSL account to Advice Canada and register to new MGA account. Did the link correctly and advised to contact DM to confirm UserID before calling us back. KB0017316  
===============
Good afternoon Nadiya,

It was a pleasure speaking with you today to help you finish registering to your Workspace account.

During our call I helped you connect your Advisor Solutions account on Advice Canada. For the registration to your MGA Workspace account, you can email distribution_methodology@canadalife.com with your full name and MGA advisor code requesting to confirm your UserID for your MGA account.

Once you receive it, you can call us back and we will finish the registration steps with you and link that new account on Advice Canada.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T20:18:42.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T19:50:56.000+0000,005OH00000AbJ7aYAF,2025-12-03T20:18:42.000+0000,005OH00000AbJ7aYAF,2025-12-03T20:18:42.000+0000,(613)599-4070,(613) 869-4455,nadiya@coulas.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8HSvYAM,False,,24249739,0030A0000029iByQAI,0010A000002w5x1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration issue,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): 73684/ E7739

Call details: Caller needed assistance on the registration process.
>>>Registered account successfully.





Hi Sandy,

It was a pleasure speaking on the phone with you earlier regarding your MGA Workspace registration .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we completed your registration process, reset your Repnet and Workspace passwords, set up your MFA and made sure that you’re accessing your MGA account without any issues.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T21:58:19.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T19:36:56.000+0000,005OH00000AbCcLYAV,2025-12-03T21:58:19.000+0000,005OH00000AbCcLYAV,2025-12-03T21:58:19.000+0000,(604)247-8007,,dave@massco.ca,(604)273-6331,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8I2EYAU,False,,24245632,003G0000018f71HIAQ,0010A000002wP4bQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User,Medium,,True,2025-12-03T18:45:52.000+0000,False,False,005OH000001yNnZYAU,2025-12-03T18:41:09.000+0000,005OH000001yNnZYAU,2025-12-03T18:45:52.000+0000,005OH000001yNnZYAU,2025-12-13T02:02:23.000+0000,(705)363-5960,(705) 363-5960,sean@pwminc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnZYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8IwlYAE,False,,24248201,003OH00000YGOxFYAX,0010A000002vtoyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-delegation how to,Medium,"user request to know how they can select specific client for delegation.

Email===============
Bonjour Emilie,

Merci d’avoir contacté le soutien de l’espace d’affaire.

Concernant votre question sur la liste des clients, lorsque le conseiller remplit le formulaire, il y a une option pour choisir certains clients uniquement pour la délégation.

Malheureusement, ils doivent sélectionner manuellement le client par nom pour donner l’accès.

j’ajoute une capture d’écran où ils peuvent trouver cette option.

 

j’espère que cela répond à votre question.


Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Rivard, Emilie <Emilie.rivard@conseilscanada.com> 
Sent: December 2, 2025 7:30 AM
To: Deragon, Genevieve <Genevieve.deragon@espacefinancemd.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Poupion, Erik <Erik.Poupion@conseilscanada.com>
Subject: RE: Rattachement nouveau conseiller Espace Finance 

Bonjour Geneviève,

J’espère que tu vas bien! 

Merci pour ton courriel. Il est effectivement possible de déléguer l’accès dans l’Espace Affaires, sans donner accès à tous les clients d’Étienne.

Lorsqu’Étienne est dans son Espace Affaires, il doit se rendre à la section des délégués (en cliquant sur ses initiales dans la pastille en haut à droite de l’écran, ensuite Paramètres et ensuite Gérer les délégués.
Il y aura l’option de tous les clients ou de sélectionner les clients.

Cependant comme je n’ai pas accès à l’Espace Affaires, je ne peux voir les options, si vous pouvez utiliser une liste prédéterminée ou si vous devez faire la sélection des clients un par un.

@Workspace Support est-ce possible de déléguer l’accès à une liste de clients prédéterminée dans l’Espace Affaires ? 

Merci et bonne journée 😊,

Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178

 Prendre rendez-vous avec moi | Book an appointment with me

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Vidéos tutorielles sur Bluesun Conseiller on Vimeo

Tutoriel vidéo RepVision sur Vimeo

Bluesun Advisor Video Tutorials on Vimeo

RepVision Video Tutorials on Vimeo

De : Geneviève Déragon <genevieve.deragon@espacefinancemd.ca> 
Envoyé : 1 décembre 2025 14:31
À : Rivard, Emilie <Emilie.rivard@conseilscanada.com>
Cc : Poupion, Erik <Erik.Poupion@conseilscanada.com>
Objet : [EXT] Rattachement nouveau conseiller Espace Finance 

Bonjour vous deux J’aurais besoin que vous m’aidiez avec ce besoin que nous avons de notre côté de pouvoir donner accès sur Espace Affaires à certains clients de Etienne seulement (et non pas tout son bloc d’affaires) à des
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour vous deux

J’aurais besoin que vous m’aidiez avec ce besoin que nous avons de notre côté de pouvoir donner accès sur Espace Affaires à certains clients de Etienne seulement (et non pas tout son bloc d’affaires) à des conseillers qui se joindront au cabinet très bientôt. 

Est-ce qu’on peut déterminer une liste de clients prédéterminée à qui on veut donner un accès sur Espace affaires (un peu comme une adjointe aurait). Les clients sont 100% à Etienne mais on veut seulement que les autres conseillers puissent voir le portefeuille du client et procéder à des changements d’adresse au besoin par exemple (transaction de base).

Je répète, on ne veut pas que le conseiller aie accès à TOUS les clients d’Etienne. 


Vous pouvez regarder ce qui peut être fait à ce niveau svp?
Grand merci!




 

a : 200- 400 Boul. St-Martin Ouest, Laval, Qc ,H7M 3Y8
t : 450. 241.6044 poste 6
www.espacefinance.ca

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:16:03.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T19:14:49.000+0000,005OH00000AZ3ZxYAL,2025-12-03T19:16:03.000+0000,005OH00000AZ3ZxYAL,2025-12-03T19:16:03.000+0000,514-878-6178,,emilie.rivard@conseilscanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8JHdYAM,False,,24245458,003G0000018f7AeIAI,0010A000002wPEdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,IC - Not loading,Medium,"•	Reason for call: IC not loading 
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: clear cache and cookies
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”)
==================
Hello Debra, 

Thank you for contacting Workspace Support. It was our pleasure in resolving your issue with the Investment Centre. 

Your voice matters. Let us know what you thought about the quality of services provided by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T18:51:27.000+0000,False,False,005OH00000BFQFGYA5,2025-12-03T18:39:03.000+0000,005OH00000BFQFGYA5,2025-12-03T18:51:27.000+0000,005OH00000BFQFGYA5,2025-12-13T02:02:23.000+0000,(902)402-5477,(902) 402-5477,debra@nationalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8K46YAE,False,,24251959,003OH000009FM9aYAG,001OH00000BD5lsYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cannot log into Workspace,Medium,"***DDS*** 12/03/25
Name: Sandi raffa
Phone: 403-620-0013
Agent code: 61052
Hello Sandi,

Thank you for contacting the Workspace support group regarding workspace login.

To re-cap our call today:

You tired logging in but was unseucceful.
We tried log me in, unsuccessful
You tried loggin in again and this time it work.
Confirmed nothing else is locked on your account.
Sandi also wanted to check Policy# 0010014904 GWL but im not finding the policy in our system.  Advised to check with the Advisor for the policy.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T20:17:56.000+0000,False,False,005OH00000BGeeHYAT,2025-12-03T20:06:10.000+0000,005OH00000BGeeHYAT,2025-12-03T20:46:26.000+0000,005OH00000BGeeHYAT,2025-12-03T20:46:26.000+0000,(403)710-5044,,matt.lukowich@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8KFMYA2,False,,24247435,003G0000018f7ixIAA,0010A000002wPpLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace Registration,Medium,"***DDS 2025-12-03***
User received their User ID and wanted assistance registering for Workspace.
DDS provided instructions to register for MGA Workspace.
 
================================================================================
****Email Chain**
Hello Marc,

Thank you for contacting the Workspace Support team regarding your MGA Workspace registration. We see that Distribution Methodology has provided you with your User ID below.

You can follow the following steps to complete your Workspace registration:
1.	Go to Advisor Workspace Login – Canada Life
2.	Click the Register now button
3.	Enter your User ID (BRAZEAUMARC) and associated password and click Verify
a.	If you’ve forgotten your associated password, please click on the red text that says create your user ID (formerly RepNet ID)
 
b.	This should open a new page where you can then select the Forgot your password? option to reset your user ID password. Make sure when entering your User ID to reset your password you are adding @clext at the end of it.
 
4.	Enter your MGA advisor code
a.	If you aren’t sure what that code is, please check APEXA or contact your MGA to obtain that code
5.	Enter in your email and create a password. This will be the information you use to login to Workspace.
6.	Read and accept the Terms of use
7.	A verification email will then be sent to your inbox. Please click the Verify now button to complete registration.
8.	Once this is done go back to Advisor Workspace Login – Canada Life and login using the email and password you previously entered

If you have any other Workspace related questions or have any issues with this process, feel free to reply to this email or give us a call at 1-800-475-7001,  and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 2, 2025 5:10 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Brazeau, Marc <mrb@ef.ca>
Cc: Page, Denise <dcp@ef.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: MGA Workspace Registration and Authenticator - Case 23746141

Hi Marc.

Your user ID is BRAZEAUMARC for your access to your advisor code under the MGA channel.

Your user ID is linked to email address 
mrb@ef.ca


If you forgot your password, please contact our service desk 800-475-7001.

Thank you.




Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 13, 2025 2:35 PM
To: Brazeau, Marc <mrb@ef.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Page, Denise <dcp@ef.ca>
Subject: MGA Workspace Registration and Authenticator - Case 23746141

Hello Marc and Denise,

It was a pleasure speaking to you earlier regarding your Authenticator and MGA Workspace registration.

We’re happy we were able to assist you in disconnecting and reconnecting your Authenticator for your Advisor Solutions account.

@Distribution Methodology Could you please provide Marc with his MGA User ID to he can complete his MGA Workspace registration?

@Brazeau, Marc Once you have this User ID, please reply to this email or give us a call and we can assist you in completing your MGA Workspace registration.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:05:06.000+0000,False,False,005OH00000AX0rVYAT,2025-12-03T19:05:06.000+0000,005OH00000AX0rVYAT,2025-12-03T19:05:27.000+0000,005OH00000AX0rVYAT,2025-12-03T19:05:27.000+0000,(705)267-1234,(705) 365-7077,mrb@ef.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8KNRYA2,False,,24250546,003G000001veLuUIAU,0010A000002wT4CQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,,True,2025-12-03T20:04:06.000+0000,False,False,005OH000006uYrkYAE,2025-12-03T19:47:40.000+0000,005OH000006uYrkYAE,2025-12-03T20:04:06.000+0000,005OH000006uYrkYAE,2025-12-03T20:04:06.000+0000,(905)999-9791,(905) 999-9791,christopher.stoyko@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8LMhYAM,False,,24249000,003G0000018f7kQIAQ,0010A000002wPqoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing policy-,Medium,"*****DDS****** 12/03/2025
Asa calling about a policy they are unable to view on their workspace
DDS retrieved policy number and verified it was aligned to a MGA code
Advised user it cannot be viewed on direct workspace and sent registration instruction. 



*****email chain******

Hello Amy, 

      It was a pleasure assisting you today, as discussed, the policy you are trying to access is aligned to an MGA code and cannot be viewed on the advisor solutions workspace. To view this policy, you can register for an MGA workspace account using the steps below. You can skip part 1, if you already have your user id, remember your password, and move on to step 2.  You also want to remember to switch the “how are you associated” field during sign in to MGA after registration. 


Part 1: Creating a User Id
1.	Go to repnet1.canadalife.com and select Register.  
2.	Accept the term & conditions.
3.	Enter the information provided in your registration letter.
4.	Create a user id and password (please ensure the password does not contain symbols)
 
Once a user id has been created, please allow 24-48 hours before registering for Workspace
 
Part 2: Registering for Workspace
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password: 
 
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   If needed.
 
 
 
 
•	 
1.	Click on Next to navigate to the next page 
•	
o	Read and accept the Terms of use
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	
o	Your account will be activated once the email is verified
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/
 
Let me know if you have any questions or come across any issues registering. 

I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T20:02:39.000+0000,False,False,005OH00000BFQFHYA5,2025-12-03T19:25:49.000+0000,005OH00000BFQFHYA5,2025-12-03T20:02:39.000+0000,005OH00000BFQFHYA5,2025-12-03T20:02:39.000+0000,(902) 454-7338,,helen@andersonandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8M96YAE,False,,24249533,003G0000018f762IAA,0010A000002wP9MQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre access issue,Medium,"Dave North	
LL10377

Advisor was having issues with accessing investment centre from workspace. the issue was resolved by clearing cache and cookies.

Hello David,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you were having issues logging into investment centre from workspace. It was asking for your username and password. You shared your screen with me and then I help you to clear cache and cookies. This resolve the issue, and you were able to login. You can follow the below steps to clear cache and cookies in the future for google chrome:

1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
        a. Select All Time
4. Make sure to check off the boxes for:
       a. Cookies and other site data
        b. Cached images and files
5. Click ‘Clear Data’ to complete.

Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:47:35.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T19:33:38.000+0000,005OH00000BFiyTYAT,2025-12-03T19:47:36.000+0000,005OH00000BFiyTYAT,2025-12-13T02:02:23.000+0000,(705)325-2233,,dave@whelannorth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8ONmYAM,False,,24247531,003G0000018f7COIAY,0010A000002wPGMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't Access WS,Medium,"•	Reason for call: Cannot access WS account
Authentication: Yes/No, which rotation: Yes, Dec rotation
•	Troubleshooting steps completed: cleared cache and cookies, reset password via SF
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): KB0020561 , authentication

========================
Bonjour Pierre, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à retrouver l'accès à votre compte Workspace.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:25:19.000+0000,False,False,005OH00000BFQFGYA5,2025-12-03T19:06:19.000+0000,005OH00000BFQFGYA5,2025-12-03T19:25:19.000+0000,005OH00000BFQFGYA5,2025-12-03T19:25:19.000+0000,(450)813-3663,(514) 825-1491 do not call,pascaldion@strateginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8Qz4YAE,False,,24247100,0030A00000BFylHQAT,0010A00000BqEIEQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MGA Account Registration,Medium,"Hi Christian, 

I am glad I was able to help you finish your Workspace MGA account registration. 

If you have any other questions or issues, don’t hesitate to communicate with us. 

Have a wonderful day!

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Wednesday, December 3, 2025 10:36 AM
To: D'Andrea, Christian <christian@willowtreewealth.com>
Subject: Phone Call - Workspace MGA Account Registration 

Hi Christian, 

Thank you for contacting Workspace Support.  

To avoid getting the message that display informing you that you are already registered, you can use this simple workaround. 
Copy paste the registration URL in an incognito browser and you will be able to initiate your Workspace account registration process. 
Here is the registration url: https://workspace.canadalife.com/registration
Here is an example of where to find the incognito mode for Google Chrome: 
 

I will guide you through the registration steps once you’ve reached this page. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:00:58.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T19:00:58.000+0000,0055o000001zVCKAA2,2025-12-03T19:01:11.000+0000,0055o000001zVCKAA2,2025-12-03T19:01:11.000+0000,(226)270-2788,,christian@willowtreewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8R2OYAU,False,,24251752,003OH00000QYkkgYAD,001OH00000WJYjaYAH,,,alexandrethibault@groupefinancieropus.com,,,,012OH000000ijW5YAI,Closed,,Email,,Contact us - Contact Form,Medium,"Contact us - Contact Form (EN)


First Name: Alexandre
Last Name: Thibault
Referrer: https://www.quadrusinvestmentservices.com/contact-us.html
Email Address: alexandrethibault@groupefinancieropus.com
Message: Bonjour, J'ai un client qui a reçu une lettre comme quoi il a des biens qui seront bientôt considéré comme étant non réclames et qui seront transférer à Revenu Québec. Mon client se nomme Normand Houle. Merci de me revenir rapidement


________________________________

Referrer: https://www.quadrusinvestmentservices.com/contact-us.html",True,2025-12-03T22:06:40.000+0000,False,False,005OH000006uYrtYAE,2025-12-03T20:03:38.000+0000,005OH000003pdnBYAQ,2025-12-04T03:20:43.000+0000,005G0000002h3jmIAA,2025-12-04T03:20:43.000+0000,(450)512-8791,,alexandrethibault@groupefinancieropus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrtYAE,,,,,,,1.0,0.0,0.0,,False,120.0
500OH00000h8RNGYA2,False,,24247357,0030A0000029XTnQAM,0010A000002vx2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needs to retrieve the applicant information on a submitted application,Medium,"User needs to retrieve the applicant information on a submitted application


Bonsoir Sylvie 

Ils sont en train de se concerter pour y trouver une solution.

Je vous reviens dès que j’ai du nouveau 

Merci et bonne soirée.

Yaovi Bouka


Bonsoir Yaovi

Est-ce que notre “situation” se résorbe?


Bonjour @NBInquiry.Team9,

Êtes-vous en mesure de récupérer l’information de cette proposition pour Yaovi? 

Si vous ne pouvez pas récupérer l’information veuillez nous envoyer un courriel et nous soumettrons ce cas a notre deuxième niveau de support. 

Merci!


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  





From: Bouka, Yaovi <Yaovi.Bouka@IG.ca> 
Sent: Wednesday, December 3, 2025 12:30 PM
To: NBInquiry.Team9 <NBInquiry.Team9@canadalife.com>
Cc: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Corrections nécessitant une révision police n0 60916694-0 - C24247357

Bonjour, Voici de nouveau le problème à corriger SVP Dans la police n0 60916694-0, la cliente Desgroseilliers avait demandé de corriger son nom de famille. Une fois cela fait, le système semble avoir annulé tout le contenu de la proposition
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
Voici de nouveau le problème à corriger SVP
Dans la police n0 60916694-0, la cliente Desgroseilliers avait demandé de corriger son nom de famille. Une fois cela fait, le système semble avoir annulé tout le contenu de la proposition et notamment la partie portant sur le questionnaire santé. Il fallait recommencer tout le processus concernant le questionnaire santé qui avait déjà été effectué.
Les deux clients voudraient SVP que vous récupériez toutes informations fournies dans le premier libellé de cette proposition car ils ne voudraient pas le refaire.
Merci et bonne journée.
Yaovi Bouka, Doct. Sc. De Gestion, Pl. Fin. Conseiller


Bonjour Yaovi, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Si je comprend bien, vous ave soumis cette proposition et votre Contact d'affaires Nouvelles a fait une correction de nom de famille après que vous aillez soumise cette proposition? Et vous voudriez récupérer l’information de cette proposition? 

Si c’est le cas, veuillez communiquer avec votre Contact d'affaires Nouvelles et ils pourront vous aider avec votre demande: 

•	Courriel : RequeteAN.Equipe9@canadavie.com
•	Soledad Thales: 1-833-893-5018

S’ils ne sont pas en mesure de vous aider, renvoyer nous un courriel et il nous fera plaisir de vous aider. 

Bonne journée!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Bouka, Yaovi <Yaovi.Bouka@IG.ca> 
Sent: Monday, December 1, 2025 10:10 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>; Official Lady SDG <sylvie.desgros@gmail.com>
Subject: TR: [EXT] TR: [EXT] Corrections nécessitant une révision police n0 60916694-0

Bonjour Dans la police n0 60916694-0, la cliente Desgroseilliers avait demandé de corriger son nom de famille. Ue fois cela fait, le système semble avoir annulé tout le contenu de la proposition notamment la partie portant sur le questionnaire
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd

Bonjour Dans la police n0 60916694-0, la cliente Desgroseilliers avait demandé de corriger son nom de famille. Ue fois cela fait, le système semble avoir annulé tout le contenu de la proposition notamment la partie portant sur le questionnaire

Bonjour
 
Dans la police n0 60916694-0, la cliente Desgroseilliers avait demandé de corriger son nom de famille. Ue fois cela fait, le système semble avoir annulé tout le contenu de la proposition notamment la partie portant sur le questionnaire santé
 
Les deux clients voudraient SVP que vous récupériez toutes informations fournies dans le premier libellé de cette proposition car ils ne voudraient pas le refaire.
 
Merci et bonne journée
 
Yaovi Bouka, Doct. Sc. De Gestion, Pl. Fin. Conseiller
2000-300, rue Léo Pariseau, Montréal, QC, H2X 4B3
Tél. (514) 228 8724, p. 6225, Sans frais 1 (877) 462 3919 
Cell (514) 898 0390  Téléc. (514) 228 0143
34 ans de carrière chez IG Gestion de Patrimoine
Courriel : Yaovi.Bouka@ig.ca
Yaovi Bouka conseiller | IG Gestion de patrimoine
IG Gestion de patrimoine Inc., cabinet en planification financière
Division des fonds communs de placement
 
facebook.com/YaoviBoukaGI/
linkedin.com/in/yaovibouka/ 
Groupe Investors « Unique » version courte - YouTube
 
Si vous ne souhaitez plus recevoir ces courriels, veuillez répondre à ce message en indiquant « Désabonnement » en objet.
 
 
De : SimpleProtect.Support@canadalife.com <SimpleProtect.Support@canadalife.com> 
Envoyé : 30 novembre 2025 15:00
À : Bouka, Yaovi <Yaovi.Bouka@IG.ca>
Objet : [EXT] Corrections nécessitant une révision
 
Veuillez passer les corrections en revue
Numéro de la proposition : 60916694-0
Bonjour, 
Sylvie Desgroseillers a examiné sa proposition et a demandé qu'un ou plusieurs changements y soient apportés.
Veuillez ouvrir la proposition dans SimplementProtégé pour passer en revue et apporter les corrections demandées. Vous pourrez ensuite envoyer la proposition mise à jour à Sylvie Desgroseillers pour quil puisse la lire et la signer.
Aller au tableau de bord 
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous est pas destiné, veuillez nous en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.",True,2025-12-03T19:04:03.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T19:04:03.000+0000,0055o000001zVCKAA2,2025-12-05T17:40:27.000+0000,0055o000001zVCKAA2,2025-12-05T17:40:27.000+0000,(514)822-4270,(514) 898-0390,yaovi.bouka@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8Ts8YAE,False,,24252502,0030A000009SwtiQAC,0010A00000AVr69QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustration login issue,Medium,"Phillip Johnson
phil@eternalwealth.ca

Advisor needed help for resetting their password for product illustration. After authentication, provided them with temporary password and they were able to create new password for product illustartion. Advisor was able tp login successfully.

Hello Philip, 

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed help for resetting your product illustration password. After authentication, I provided you the RepNet website address which is Sign in | Canada Life. Then I gave you the temporary password and you were able to create your new password for product illustration. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T20:25:54.000+0000,False,False,005OH00000BFiyTYAT,2025-12-03T20:13:41.000+0000,005OH00000BFiyTYAT,2025-12-03T20:25:54.000+0000,005OH00000BFiyTYAT,2025-12-13T02:01:18.000+0000,(403)464-1799,(403) 464-1799,phil@eternalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8TtmYAE,False,,24249049,003G0000018f6T9IAI,0010A000002wOPTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access issue,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? NO
-Advisor code(s): H5587

Caller stated that they couldn't have access into their Workspace account, when they were asked if they were selecting the right association (MGA), they weren't able to answer the question then refused to use LogMeIn and dropped the call.


Call details: Caller",True,2025-12-03T19:33:02.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T19:26:31.000+0000,005OH00000AbCcLYAV,2025-12-03T19:33:02.000+0000,005OH00000AbCcLYAV,2025-12-03T19:33:02.000+0000,(613)695-8611X1100,(613) 297-5717,garry.moore@miig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8UrQYAU,False,,24250782,003OH00000O8CHVYA3,001OH00000TK7MlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T19:50:56.000+0000,False,False,005OH0000030c5BYAQ,2025-12-03T19:50:56.000+0000,005OH0000030c5BYAQ,2025-12-03T19:50:56.000+0000,005OH0000030c5BYAQ,2025-12-03T19:50:56.000+0000,(780)809-4599,,brett.newell@ascendantfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8VSWYA2,False,,24249125,0030A000002gyoFQAQ,0010A000003S67BQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect - signature issue,Medium,"*12/3*
----------------

User wants us to resend client's signature link

I have already authenticated her (firm, code, full name, address,)

Application: 60922280-8
=============================================================================

SARAH FINATERI 
c3005
SFINATERI@clext
60922280-8
i sent an app to the client, sent it to the client, said the password was not working, send another one and they did not receive it


*email*
----------------

Hello Sarah,

1.	Please ensure that the user clears the cache and cookies on either their Google Chrome or Microsoft Edge browser before opening the signature link.

2.	Please provide the client with this link to open on their computer https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=b20b5813-1e51-483c-8472-20a0cb741766.

3.	Ensure that the link is not being opened on a cell phone or in Safari

4.	The expected values are last name | postal code |date of birth. 

Please let me know if the client was able to submit their signature.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Finateri, Sarah <sarah.finateri@scotiawealth.com> 
Sent: December 3, 2025 3:45 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24249125**** - Phone Call Follow-Up - Signature Link- not working

Hello Samantha, This is very frustrating. I just resent the link to the client while I was on the phone, for us to complete it together. She has been getting this message all day. We were unable to move forward. Can you please have this resolved,
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Samantha,

This is very frustrating. I just resent the link to the client while I was on the phone, for us to complete it together. 

She has been getting this message all day. We were unable to move forward.

 

Can you please have this resolved, we have a pending renewal and need to get this application submitted ASAP.

Thank you,

 
Sarah Finateri, Insurance Consultant
___________________________________________________________________________
Scotia Wealth Management® | Scotia Wealth Insurance Services Inc., 
Insurance Agency and Subsidiary of Scotia Capital Inc.  
1005 Skyview Drive, Suite 322, Burlington, Ont L7P 5B1 
T 1.289.293.0762  M 1.905.465.5727
sarah.finateri@scotiawealth.com
www.scotiawealthmanagement.com

 

The O’Driscoll Insurance Group

Keri O’Driscoll, BA,CFP, FEA               Ioana Csaki, BA
Sr. Insurance Consultant                        Insurance Sales Associate
M: 289-983-5587                                    W. 289-293-0755
keri.odriscoll@scotiawealth.com             Ioana.pop-otrocol@scotiawealth.com

Cuong Thuan
Associate Insurance Service Advisor
W: 519-660-6940
Cuong.Thuan@scotiawealth.com

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 3:00 PM
To: Finateri, Sarah <sarah.finateri@scotiawealth.com>
Subject: ****Case 24240348**** - Phone Call Follow-Up - Signature Link

Hello Sarah,

This is Samantha following up on our phone call regarding an issue your client has receiving the signature link.

We are unable to generate an active link because the previous link you sent the client is still active. Please refer the client to the first link you sent her. The expected values are last name | postal code |date of birth. 

You might need to reach out to the client to ensure that they are inputting the correct information. Additionally, if the client is receiving an error message, can you check to see if they are using an apple device or a mobile device. That would explain the error they are getting if they are using their phone, or if they are using MacOS (Safari). It is advised to use either Chrome or Microsoft Edge on a computer to complete this process.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

This e-mail, including any attachments, is confidential and may be privileged and is for the intended recipient(s) only. If received in error, please immediately delete this email and any attachments and contact the sender. Unauthorized copying, use or disclosure of this email or its content or attachments is prohibited. View our full email disclaimer. Please be advised that trading instructions received by e-mail or voicemail will not be acted upon. Please contact your Advisor directly to facilitate a trade in your account.
View important Scotia Wealth Management disclosures and information.
If you would like to stop receiving commercial electronic messages from Scotia Wealth Management, you can unsubscribe.
Consultez la traduction en français",True,2025-12-03T20:04:10.000+0000,False,False,005OH000002iN7pYAE,2025-12-03T19:27:47.000+0000,005OH000008919xYAA,2025-12-04T18:03:19.000+0000,005OH000002iN7pYAE,2025-12-04T18:03:19.000+0000,(289)293-0762,,sarah.finateri@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8WQ9YAM,False,,24248208,0030A0000029kQuQAI,0010A000002w7mXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA account registration required to access MGA policy transferred through AOR change,Medium,"Workspace MGA account registration required to access MGA policy transferred through AOR change

Hi Marion, 

I am glad I was able to assist you during your Workspace MGA account registration. 

As mentioned during our call, don’t hesitate to communicate with us if you have any other issues or questions related to Workspace. 

Have a wonderful day. 

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Marion Leblanc <Marion@rpsfinancial.ca> 
Sent: Friday, December 12, 2025 10:49 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: need some help - C24248208

Yes this is fine Marion LeBlanc, Financial Security Advisor Investment Representative, Quadrus Investment Services Ltd. 200 – 890 Main Street, Moncton, NB E1C 1G4 Cell: (506) 381-0412 Office: (506) 857 8777 Fax: (506 )852-3366 From: CL Workspace
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Yes this is fine

Marion LeBlanc, Financial Security Advisor
Investment Representative, Quadrus Investment Services Ltd.
200 – 890 Main Street, Moncton, NB E1C 1G4
Cell: (506) 381-0412
Office: (506) 857 8777 Fax: (506 )852-3366

   

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 1:26 PM
To: Marion Leblanc <Marion@rpsfinancial.ca>
Subject: RE: need some help - C24248208

Hi Marion, 

I am having some technical issues with my audio. It hasn’t been fixed yet so I was wondering if you would be available on Monday instead? 



Hi Marion, 

Can you provide your availability Friday pm for a phone call? 

It looks like you are from Moncton and I am from Vancouver (4 hours time difference). 

So please provide your availability starting 1 pm your time. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 


From: Marion Leblanc <Marion@rpsfinancial.ca> 
Sent: Tuesday, December 9, 2025 7:26 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: need some help - C24248208

Hello I am having trouble with this. Can you let me know a time perhaps Friday the 12th to help with this Marion LeBlanc, Financial Security Advisor Investment Representative, Quadrus Investment Services Ltd. 200 – 890 Main Street, Moncton,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 

2pm Atlantic works

Marion LeBlanc, Financial Security Advisor
Investment Representative, Quadrus Investment Services Ltd.
200 – 890 Main Street, Moncton, NB E1C 1G4
Cell: (506) 381-0412
Office: (506) 857 8777 Fax: (506 )852-3366


ZjQcmQRYFpfptBannerEnd
Hello I am having trouble with this.
Can you let me know a time perhaps Friday the 12th to help with this


Hi Marion, 

Can you provide your availability Friday pm for a phone call? 

It looks like you are from Moncton and I am from Vancouver (4 hours time difference). 

So please provide your availability starting 1 pm your time. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 





From: Marion Leblanc <Marion@rpsfinancial.ca> 
Sent: Tuesday, December 9, 2025 7:26 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: need some help - C24248208

Hello I am having trouble with this. Can you let me know a time perhaps Friday the 12th to help with this Marion LeBlanc, Financial Security Advisor Investment Representative, Quadrus Investment Services Ltd. 200 – 890 Main Street, Moncton,
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Hello I am having trouble with this.
Can you let me know a time perhaps Friday the 12th to help with this

Marion LeBlanc, Financial Security Advisor


Hi Marion, 

Thank you for contacting Workspace Support.  

Policies transferred from another advisor stay tied to the original sales channel when the policies were issued. Since this policy was issued under a MGA sales compensation code, It was transferred to your Workspace MGA account. So you will need to register to your Workspace MGA account to access this policy. 

There are two registrations required to access Workspace MGA accounts: 

•	User ID registration (this step already has been done)
•	Workspace account registration (this step hasn’t been done yet). 

You will find below the instructions on how to register to your Workspace account MGA account. 

You will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have your MGA User ID, MGA User ID password and MGA comp code in hands, please use the link below to register to your Workspace MGA account: 
•	https://workspace.canadalife.com/registration
If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting and we will schedule a call to help you.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

 


From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Tuesday, December 2, 2025 11:20 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; LeBlanc, Marion <marion@rpsfinancial.ca>
Subject: FW: need some help

Hi Team,

Please assist Marion with accessing the attached client under her MGA WS under code D7580.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Field Operations <fieldoperations@canadalife.com> 
Sent: Thursday, November 27, 2025 3:08 PM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: need some help

 
________________________________________
From: Siddall, Jennifer <Jennifer.Siddall@advicecanada.com>
Sent: Thursday, November 27, 2025 8:08:19 PM (UTC+00:00) Monrovia, Reykjavik
To: Field Operations <fieldoperations@canadalife.com>
Cc: LeBlanc, Marion <marion@rpsfinancial.ca>
Subject: FW: need some help
Hi there,
 
Can you assist Marion LeBlanc with accessing this contract?  
Thank you,
Jennifer
 
From: Marion Leblanc <Marion@rpsfinancial.ca> 
Sent: November 26, 2025 3:20 PM
To: Siddall, Jennifer <Jennifer.Siddall@advicecanada.com>
Subject: [EXT] need some help
 
Hi Jennifer, Hope you’re well. He attached policy was moved under me in 2021 I received a notification that it’s coming up for renewal however I’m not able to access the account in my Canada life website I’m wondering
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Hi Jennifer,
 
Hope you’re well. He attached policy was moved under me in 2021 I received a notification that it’s coming up for renewal however I’m not able to access the account in my Canada life website I’m wondering if you can give me some help with that
 
Marion LeBlanc, Financial Security Advisor
Investment Representative, Quadrus Investment Services Ltd.
200 – 890 Main Street, Moncton, NB E1C 1G4
Cell: (506) 381-0412
Office: (506) 857 8777 Fax: (506 )852-3366",True,2025-12-03T19:14:57.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T19:14:57.000+0000,0055o000001zVCKAA2,2025-12-15T18:28:02.000+0000,0055o000001zVCKAA2,2025-12-15T18:28:02.000+0000,(506)857-8055,,marion.leblanc@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8WdBYAU,False,,24253975,0031600002ar72IAAQ,0010A000002wOHpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Error message,Medium,"User is receiving an error message ""failed to fetch"" when trying to quote a par policy.
Advice troubleshoot- clear cookies and cache. 
Fixed the issue.

Email: russell@goldleaf.inc 
Code: F5944


*************************************************************
Good afternoon, Russell

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace!
 
I'm glad I was able to assist you with troubleshooting by clearing your cookies and cache, so you can quote on Workspace. 
 
As a recap to clear cookies and cache you want to follow these steps:
1.	Select three dots in the top right-hand corner and then ‘Settings’ 
2.	Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3.	Change ‘Time Range’ to ‘All Time’
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T20:47:38.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T20:33:37.000+0000,005OH00000BG5v4YAD,2025-12-03T20:47:38.000+0000,005OH00000BG5v4YAD,2025-12-03T20:47:38.000+0000,(705)885-1805,,russell@goldleaf.inc,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8WpzYAE,False,,24249175,0030A0000029irSQAQ,0010A000002w6TiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Email change,Medium,"KB0023058 - Email change (Authenticated- rotation 2) 
KB0020952 - Account showing as offboarded- will send an email to ANDigitalSupport.  
Escalated to Digital. 
Old Email: ryan@donvito-oneill-gagne.com 
New email: ryan.oconnor@manulifewealth.ca
New Email: ryanoconnor4@hotmail.com 
Code: H0971

*************************************************************


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 9, 2025 11:09 AM
To: ryan.oconnor@manulifewealth.ca
Subject: RE: Workspace Support C24249175- Email change 

Good morning, Ryan

Thank you for your patience with this matter. It is greatly appreciated!
 
We have received an update from the Digital Lab team regarding this matter; they have made the required correction in their admin systems. 

You are now able to sign into your Workspace account! If you are unsure of your password please click on “Forget password” and a link will be sent to your email, ryanoconnor4@hotmail.com.
If you are not receiving the link or have any issues, please give us a call and we can assist you with the problem. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 3:11 PM
To: Ryan O'Connor <ryan.oconnor@manulifewealth.ca>
Subject: RE: Workspace Support C24249175- Email change 

Hi Ryan, 

I am currently working on your access to set up your Workspace account and as soon as I get an update from the Digital team, I will let you know. 

Thank you for your patience on this matter!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ryan O'Connor <ryan.oconnor@manulifewealth.ca> 
Sent: December 8, 2025 2:32 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace Support C24249175- Email change 

Hi, Is it possible to get set up on workspace as soon as possible? Thank you, Ryan Ryan O'Connor Vice-President Operations Wealth Advisory Web heritagemd. ca Email oconnor@ heritagemd. ca Toll-free 877-556-5269 Office 514-630-3510 x 104 Mobile
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Hi,

Is it possible to get set up on workspace as soon as possible?

Thank you,
Ryan

Ryan O'Connor
Vice-President Operations

 
Wealth Advisory
Web heritagemd.ca
Email oconnor@heritagemd.ca
Toll-free 877-556-5269
Office 514-630-3510 x 104
Mobile  514-951-6649
Book a meeting https://calendar.app.google/1ukYCbVd4YqP1HU29

6265 CH DE LA CÔTE-DE-LIESSE 
Suite 101
SAINT-LAURENT QC   
H4T 1C3

 
STATEMENT OF CONFIDENTIALITY The information contained in this email message and any attachments may be confidential and legally privileged and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.

STATEMENT OF CONFIDENTIALITY The information contained in this email message and any attachments may be confidential and legally privileged and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Friday, December 5, 2025 2:59 PM
To: Ryan O'Connor <ryan.oconnor@manulifewealth.ca>
Subject: RE: Workspace Support C24249175- Email change 
 
Hi, Ryan 
 
On Apexa it is showing as your email address as ryanoconnor4@hotmail.com. Please let me know if you are okay with that email as being your Workspace login. If so, then I can proceed to help set up your Workspace account. 
 
Thank you for your patience. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Ryan O'Connor <ryan.oconnor@manulifewealth.ca> 
Sent: December 5, 2025 2:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace Support C24249175- Email change 
Importance: High
 
Hi Manulife is not able to make th ehcanges for me. the Email address on Apexa is my perosnal one and not Donvito email. I dont understand why this cant be done on Canada lifes end. Please advise as I need to be able to access the site and do
Hi 
 
Manulife is not able to make th ehcanges for me.  the Email address on Apexa is my perosnal one and not Donvito email.  I dont understand why this cant be done on Canada lifes end.  Please advise as I need to be able to access the site and do applications.
 
Thanks
Ryan
 
Ryan O'Connor
Vice-President Operations
 
 
Wealth Advisory
Web heritagemd.ca
Email oconnor@heritagemd.ca
Toll-free 877-556-5269
Office 514-630-3510 x 104
Mobile  514-951-6649
Book a meeting https://calendar.app.google/1ukYCbVd4YqP1HU29
 
6265 CH DE LA CÔTE-DE-LIESSE 
Suite 101
SAINT-LAURENT QC   
H4T 1C3
 
 
STATEMENT OF CONFIDENTIALITY The information contained in this email message and any attachments may be confidential and legally privileged and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.
 
STATEMENT OF CONFIDENTIALITY The information contained in this email message and any attachments may be confidential and legally privileged and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Thursday, December 4, 2025 11:13 AM
To: Ryan O'Connor <ryan.oconnor@manulifewealth.ca>
Subject: RE: Workspace Support C24249175- Email change 
 
Good morning, Ryan 
 
To update your Workspace account so you can sign in, you will first need to update your email address in Apexa. You can contact your MGA for assistance. Once you have done so, please send an email confirming so. 
Currently your email is showing as, ryan@donvito-oneill-gagne.com. 
 
Thank you for your patience, it is greatly appreciated. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 2:59 PM
To: ryan.oconnor@manulifewealth.ca
Subject: Workspace Support C24249175- Email change 
 
Good afternoon, Ryan 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace account!
 
Regarding your Workspace account, we have escalated the issue to the Digital team. Thank you for your patience as we investigate this matter as soon as we get an update, we will reach out to you. 
 
If you have any questions or need further assistance, we’re here to help. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
*********************************************************************************
 

From: AN Digital Support <ANDigitalSupport@canadalife.com> 
Sent: December 9, 2025 10:57 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Support C24249175

Hello Antia,

We have reactivated Ryan with the new email address.

Survey: We would love to know how you feel about the quality of service you received from our team. Please take a moment to complete a brief survey, click here.

Nicole
Distribution Digital Support Specialist
Canada Operations
E: ANdigitalsupport@canadalife.com
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 9:49 AM
To: AN Digital Support <ANDigitalSupport@canadalife.com>
Subject: RE: Workspace Support C24249175

Hi Nicole, 

I have spoken with Ryan and he would like to continue with his email that is listed in Apexa, ryanoconnor4@hotmail.com. Can we please reactivate him now.

Thank you, 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: AN Digital Support <ANDigitalSupport@canadalife.com> 
Sent: December 4, 2025 9:06 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Support C24249175

Hello Antia,

Please have the user update their email address in Siebel before we can reactivate them.

Survey: We would love to know how you feel about the quality of service you received from our team. Please take a moment to complete a brief survey, click here.

Nicole
Distribution Digital Support Specialist
Canada Operations
E: ANdigitalsupport@canadalife.com
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 9:03 AM
To: AN Digital Support <ANDigitalSupport@canadalife.com>
Subject: RE: Workspace Support C24249175

Hi Nicole, 

The email of the user is ryan.oconnor@manulifewealth.ca. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: AN Digital Support <ANDigitalSupport@canadalife.com> 
Sent: December 4, 2025 8:00 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Support C24249175

Hello Antia,

Thank you for contacting AN Digital Support.

Please verify the email address with the user.

Survey: We would love to know how you feel about the quality of service you received from our team. Please take a moment to complete a brief survey, click here.

Nicole
Distribution Digital Support Specialist
Canada Operations
E: ANdigitalsupport@canadalife.com
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 3:01 PM
To: AN Digital Support <ANDigitalSupport@canadalife.com>
Subject: Workspace Support C24249175

Good afternoon, 

I just wanted to request to see if the user was offboarded correctly. 

If so, can we please onboard the user if applicable, as they have an active code. 

Advisor’s name: RYAN O'CONNOR
URL: 0035o000004HEX9AAO
Code: H0971

Please let me know if you need any further information. 

Thank you! 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T20:01:58.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T19:28:32.000+0000,005OH00000BG5v4YAD,2025-12-09T16:10:43.000+0000,005OH00000BG5v4YAD,2025-12-09T16:10:43.000+0000,(514)630-3510,(514) 951-6649,ryanoconnor4@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8YYPYA2,False,,24248627,003OH00000MauAPYAZ,001OH00000RPyEUYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password for Life Insurance Contract,Medium,"Password for Life Insurance Contract

Hi Nate, 

Thank you for contacting Workspace Support.  

As discussed during our call, the password for e-contract is the four last digits/letter of the insurance policy. So if the policy ends by 239T, you would input 239T in the password field. 

If you have any other questions or issues, don’t hesitate to communicate with us. 

Have a wonderful day. 

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:26:00.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T19:20:32.000+0000,0055o000001zVCKAA2,2025-12-03T19:26:01.000+0000,0055o000001zVCKAA2,2025-12-03T19:26:01.000+0000,(604)880-1258,,nate.graf@graflifesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8aSBYAY,False,,24249043,0035o000007ah1DAAQ,0015o000008HBQHAA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/03/25

As per the new process for authentication, user was advised to call us to assist with their MGA registration.
============================================================================================= 
 
****Email Chain****

Hello Jennifer,

For password resets as well as any modification on the advisor’s account will require authentication. We will need to speak to the advisor directly before making any updates on their profile.


If you have additional questions or require further support, please do not hesitate to let us know.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: December 3, 2025 12:37 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Dempster, Geoffrey <geoff@carletonfs.com>
Subject: RE: MGA RepNet error message - Geoff Dempster (GDEMPSTE) - Case 24249043

Thank you Lawrencia!

Before anything, Geoff needs a password reset on his MGA RepNet first before he can register for MGA Workspace. 

Can you not unlock the account so that he can change his password.


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 2:28 PM
To: Dempster, Geoffrey <geoff@carletonfs.com>
Cc: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: RE: MGA RepNet error message - Geoff Dempster (GDEMPSTE) - Case 24249043

Good day Geoff,

We received a request to assist you with the registration process for access to MGA Workspace.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: December 3, 2025 8:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Bowmaster, Victoria M <victoria@carletonfs.com>; Dempster, Geoffrey <geoff@carletonfs.com>; Macleod, Trevor <Trevor.MacLeod@advicecanada.com>
Subject: MGA RepNet error message - Geoff Dempster (GDEMPSTE)

Hi Workspace,

Please unlock and reset Geoff’s CL MGA RepNet account.  Geoff is looking to register for his MGA Workspace and link into the Advice Canada Platform.

 



Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-03T19:26:23.000+0000,False,False,005OH0000097FtCYAU,2025-12-03T19:26:23.000+0000,005OH0000097FtCYAU,2025-12-03T20:55:44.000+0000,005OH0000097FtCYAU,2025-12-03T20:55:44.000+0000,(613)858-1117,(613) 858-1117,geoff@carletonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8bT5YAI,False,,24250298,0030A0000029ZhpQAE,0010A000002vywmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user receiving Erroe when reseting their password.
password reset is required on our end
authenticated user and reset password.
KB0017399
Email=============
Bonjour Yves,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis réinitialisation de mot, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé votre mot de passe et vous avez pu accéder à votre compte d’espace d’affaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
Sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !


  The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ",True,2025-12-03T19:59:36.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-03T19:44:36.000+0000,005OH00000AZ3ZxYAL,2025-12-03T20:03:34.000+0000,005OH00000AZ3ZxYAL,2025-12-03T20:03:34.000+0000,(450)721-4999,,ychapinc@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8bXvYAI,False,,24254644,0030A0000029knfQAA,0010A000002w83dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Slow connectivity when trying to access workspace,Medium,"Advisor saying it took time for the workspace to load... Tried to check the situation and identified that he does not have issues with logging in. Eventually advisor identified that the issue is with his internet service.
========================

Hi Viet,

Thank you for contacting the workspace support about workspace not loading on your end.

We have identified that there is no issue with workspace, and it has something to do with your internet connection. We have confirmed that you are able to access workspace with no issue this time.

Appreciate the time you took calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T20:55:10.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T20:43:40.000+0000,005OH00000BFPZHYA5,2025-12-03T20:59:37.000+0000,005OH00000BFPZHYA5,2025-12-03T20:59:37.000+0000,(514)731-6614,(514) 299-0015,vh9tran@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8beMYAQ,False,,24249656,0030A0000029aNAQAY,0010A000002vzXIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Account Password Reset,Medium,"Workspace Account Password Reset

Hi Anthony, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you reset your Workspace MGA account password. 

Don’t hesitate to communicate with us if you have any questions or other issues. 

Have a wonderful day. 

 Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:51:03.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T19:35:45.000+0000,0055o000001zVCKAA2,2025-12-03T19:51:04.000+0000,0055o000001zVCKAA2,2025-12-03T19:51:04.000+0000,(604)688-5262,(604) 307-5006,anthony@ciccone-mckay.com,(604)608-9230,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8cQkYAI,False,,24249896,0030A000001XklRQAS,0015o000007dyBEAAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login issue,Medium,"****DDS****12/03/25

As per the new process for authentication, user was advised to call us to assist with their MGA Workspace login
============================================================================================= 
 
****Email Chain****

Hello Josée,

We received a request to assist you with the error message ERR-W1283 when trying to access your MGA Workspace.

To help you with this, we need to connect with you directly over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: December 3, 2025 8:30 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Leclair, Josee <josee@stcyr.ca>
Subject: FW: Fw: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi there, 

Kindly assist Advisor with MGA Workspace Login issues. 

Thank you, 

Jenn 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Josée <josee@stcyr.ca> 
Sent: December 3, 2025 10:25 AM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>; LaFrance, Cynthia <cynthia@stcyr.ca>
Subject: [EXT] Re: Fw: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi Jennifer, This is the message I receive, even after resetting my password: Thank you, Josée Leclair, RRC®, RPA Senior Account Manager Financial Planner 28 Armstrong Street North P. O. Box 1238 New Liskeard, ON P0J 1P0 Phone : 1-705-647-6645
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Jennifer, 

This is the message I receive, even after resetting my password:

 
Thank you, 

Josée Leclair, RRC®, RPA
Senior Account Manager
Financial Planner
 
28 Armstrong Street North  
P.O. Box 1238
New Liskeard, ON P0J 1P0
Phone : 1-705-647-6645
Fax : 1-705-647-2027
www.stcyr.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.  À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.

________________________________________
From: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Sent: Wednesday, December 3, 2025 10:13 AM
To: Cynthia Lafrance <Cynthia@stcyr.ca>; Josée <josee@stcyr.ca>
Cc: Josée <josee@stcyr.ca>
Subject: RE: Fw: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD) 
 
Hi Cynthia, 
 
Sorry, everyone is having issues, you aren’t the only ones.  I have to forward to Workspace Support as I can’t do anything on my end, sadly. 
 
Josee, can you please send me an email with your concerns, so that I can forward to Workspace Support? 
 
Thank you, 
 
Jenn 
 
Jennifer Roe 
 
Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743
 
 
 
In Partnership with
 
James Stewart
 
Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
From: Cynthia Lafrance <Cynthia@stcyr.ca> 
Sent: December 3, 2025 10:06 AM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Subject: [EXT] RE: Fw: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
 
Also, it seems that our individual 'current' MGA workspace accounts are not working. Is there a reason for this? (Josee Leclair and myself have tested our MGA accounts and they will not log in). Thank you! Cynthia LaFrance Human Resources Resources
Also, it seems that our individual 'current'  MGA workspace accounts are not working. Is there a reason for this? (Josee Leclair and myself have tested our MGA accounts and they will not log in).
 
Thank you!
 
 
Cynthia LaFrance 
Human Resources
Resources Humaines
 
________________________________________
From: cynthia@stcyr.ca
Sent on: Wed Dec 03 2025 10:04:00 GMT-0500 (Eastern Standard Time)
To: Jennifer.Roe@advicecanada.com
Subject: RE: Fw: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
Hi Jennifer,
 
I am trying to help Jeff out with registering. It says he is already registered. Not sure what to do now as I don't have a password or ID for him (unless it is automatically his email address).
 
 
 
 
  
Cynthia LaFrance 
Human Resources
Resources Humaines
 
28 Armstrong St. N
New Liskeard, ON P0J 1P0
Phone: 1-705-647-6645
Fax: 1-705-647-2027
www.stcyr.ca
 
PROUDLY LOCAL, PROUDLY CANADIAN
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
  
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.  À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
  
________________________________________
 
________________________________________
From: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Sent: Tuesday, December 2, 2025 12:52 PM
To: Josée <josee@stcyr.ca>
Cc: Stewart, James <James.Stewart@advicecanada.com>
Subject: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD) 
 
Hi Jeffrey, 
 
I trust that this email finds you well. 
 
I see that you have not registered for Workspace as of yet.  You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. 
 
All instructions are below.
 
*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.
 
Kindly let me know if you require any assistance and I’ll be happy to help.  
 
Thank you, 
 
Jenn 
 
 
Jennifer Roe 
 
Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743
 
 
 
In Partnership with
 
James Stewart
 
Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
ust a quick reminder — your Canada Life Workspace account is waiting for you.
View in browser.

 	 	 

 
 
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Register for Canada Life MGA Workspace today!
You’re receiving this email because you’re contracted with both Financial Horizons and Canada Life.

Welcome to Canada Life Workspace, your digital hub to manage your business, service your clients and access tools to grow your business with Canada Life.

Your Canada Life MGA business needs its own Workspace access
If you’re recently contracted with Financial Horizons, you’ll need to register for a separate version of Workspace. 
•	Get a tailored experience for your MGA business.
•	Stay organized with clear business channels.
•	Easily manage both types of business as your practice evolves.
We’re working to unify your experience this fall and taking this extra step today sets you up for what’s next.
Get started: step-by-step guide
Your registration information 	 
First Name:	Jeffrey
Last Name:	St. Cyr
Advisor code*:	D0805
Activation code:	1+4RQ5+1643


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 	3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 	4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.





 
Need support?
Contact Workspace Support at CLWorkspaceSupport@canadalife.com.
To learn more, go to Workspace resource page.

Register today and unlock the full potential of Canada Life Workspace.


 
 
Canada Life and design are trademarks of The Canada Life Assurance Company. If you don’t want to receive these updates, you can unsubscribe here.

 



 
 	 	 

 
 
Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement. 
Inscrivez-vous à l’Espace affaires pour AGD de la Canada Vie dès aujourd’hui! 
Vous recevez ce courriel parce que vous détenez un contrat auprès de la Financière Horizons et de la Canada Vie.

Bienvenue dans l’Espace affaires de la Canada Vie, une plateforme numérique où vous pouvez gérer votre pratique, servir vos clients et accéder à des outils pour faire croître vos affaires avec la Canada Vie.

Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie
Si vous avez récemment établi un contrat avec la Financière Horizons, vous devrez vous inscrire à une version distincte de l’Espace affaires. 
•	Obtenez une expérience sur mesure pour vos affaires d’AGD.
•	Restez organisé grâce à des canaux d’affaires clairs.
•	Gérez facilement les deux types d’affaires à mesure que votre pratique évolue.
Nous travaillons à uniformiser votre expérience à l’automne et cette mesure supplémentaire que nous prenons aujourd’hui vous prépare pour ce qui est à venir. 
Pour commencer : guide étape par étape 
Renseignements sur votre inscription	 
Prénom: 	 
Nom de famille:	 
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	 

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 





 
Besoin d’aide?
Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com.
Pour en savoir plus, consultez la page de ressources de l’Espace affaires.

Inscrivez-vous dès aujourd’hui et tirez le maximum de l’Espace affaires de la Canada Vie.



 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie. Si vous ne souhaitez pas recevoir ces mises à jour, il vous suffit de vous désabonner ici.",True,2025-12-03T19:39:05.000+0000,False,False,005OH0000097FtCYAU,2025-12-03T19:39:05.000+0000,005OH0000097FtCYAU,2025-12-03T19:40:53.000+0000,005OH0000097FtCYAU,2025-12-03T19:40:53.000+0000,(705)647-6645,,josee@stcyr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8e9FYAQ,False,,24259003,0030A0000029Wy1QAE,0010A000002vwczQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User requesting assistance to sign in. 
KB0016709 - set up MFA (Edge authenticator)

Email: jennifer.cook@telus.net

******************************************************
Good afternoon, Jennifer 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace sign in!
 
I'm glad I was able to assist you with signing in and resetting your password for Workspace. During Workspace login it will now request a confirmation through the Edge authenticator.  

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T22:12:36.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T21:59:19.000+0000,005OH00000BG5v4YAD,2025-12-03T22:12:36.000+0000,005OH00000BG5v4YAD,2025-12-03T22:12:36.000+0000,(250)364-3140,,jennifer.cook@telus.net,(250)364-5710,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8fzqYAA,False,,24254965,0030A0000029p05QAA,0010A000002wBY6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Insurance question,Medium,"*** DDS Dec 3rd, 2025 ***
User wants to know where to find the yield of an insurance policy. Redirected to RSA for this process question.
===============
Bonjour Eric,

C’était un plaisir de vous avoir au téléphone au sujet des rendements de placements.

Pour ce genre de questions, Marie-Claire Jobson serait la meilleure personne à contacter par email à marie-claire.jobson@canadavie.com ou par téléphone au (581) 705-4165.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-03T20:57:38.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-03T20:48:44.000+0000,005OH00000AbJ7aYAF,2025-12-03T20:57:38.000+0000,005OH00000AbJ7aYAF,2025-12-03T20:57:38.000+0000,(418)780-1347X229,,elafond@sfgt.ca,(418)780-1355,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8g2vYAA,False,,24250283,0030A0000029cwAQAQ,0010A000002w1XBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T19:44:26.000+0000,False,False,005OH0000030c5BYAQ,2025-12-03T19:44:26.000+0000,005OH0000030c5BYAQ,2025-12-03T19:44:26.000+0000,005OH0000030c5BYAQ,2025-12-03T19:44:26.000+0000,(613)274-2610X331,(613) 983-6464,jason.manor@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8hOnYAI,False,,24250572,003G000001B4v07IAB,0010A000002wQKrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Error: ERR-W1287,Medium,"ERIC SHEARER
User is getting log in error (err w1287)
advised user to clear cache to resolve the issue

Email:
----------
Hello Eric,

Thank you for contacting Workspace Support concerning the log in error you were getting when you tried to access your workspace account.

On the call today, I directed you through troubleshooting steps of clearing your cache which helped provide you access to your account again.

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T19:54:52.000+0000,False,False,005OH00000BGf2TYAT,2025-12-03T19:48:01.000+0000,005OH00000BGf2TYAT,2025-12-03T19:54:52.000+0000,005OH00000BGf2TYAT,2025-12-03T19:54:52.000+0000,(306)220-9506,(306) 220-9506,eshearer@tipi-imipartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8kGHYAY,False,,24253521,0030A0000029bdxQAA,0010A000002w0X4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Update Password and Authenticator Setup,Medium,"DAVID WILBERT PAGE
user is having trouble updating password and setting up mfa. 
Set up a call for user for Friday at 1pm

Update December 5th, 2025: called user back to troubleshoot the steps more
authenticator refuses to work (invalid verification code)
KB0022931 - changed the time on the device which resolved the issue.
Second issue: user is having trouble seeing their gold key clients through workspace
KB0021295: advised user to contact client services for information on these GWL gold key clients

Email: 
----------
Hello David,

It was a pleasure assisting you on the phone today.

On the call, we were able to get you fully set up for Workspace by setting up your authenticator. In the future when you log into workspace, please use the authenticator attachment on your google chrome browser where the authenticator was set up.

Additionally, as mentioned on the call, to get access to your former GWL/Gold Key businesses, please complete the form in this link since these policies are not available through your MGA Workspace account.
Form: https://forms.office.com/pages/responsepage.aspx?id=aTA_Y3DWGUSf7iq0JRyI7rpCPA2O5jRBv8HN2_G9W4JUOTdaQVpLWVJBUVRYNTE5VDJESTdDQVBSTC4u&web=1&wdLOR=c1191FDC1-DFAC-440E-9D08-3D72BC67EE37

You can also contact client services to obtain a client listing of your GWL block of business. Please see the contact information below:
1-888-252-1847 or email InforceLifeClientServiceLondon@canadalife.com

Let me know if any more questions arise.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: David Page <david.page@dwpage.com> 
Sent: December 5, 2025 1:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Update Password and Authenticator Setup - 24253521

No problem I’m here working. 778-470-3100 David W. Page, CFP. CPCA. Certified Financial Planner D. W. Page Wealth Management 5 - 685 Tranquille Road, Kamloops, B. C. V2B 3H7 Phone: 1-778-470-3100 Fax: 1-778-470-3101 Email: david. page@ dwpage. com
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
No problem I’m here working. 778-470-3100

David W. Page, CFP. CPCA.
Certified Financial Planner
D. W. Page Wealth Management
5 - 685 Tranquille Road, Kamloops, B.C. V2B 3H7               
 Phone: 1-778-470-3100   Fax: 1-778-470-3101
Email:  david.page@dwpage.com 

                                          

Mutual Funds Provided Through Investia Financial Services Inc. 
To unsubscribe from receiving commercial electronic messages from Investia Financial Services Inc. click here 
To unsubscribe from receiving commercial electronic messages from D.W. Page Wealth Management, reply with subject line ‘UNSUBSCRIBE’

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 5, 2025 6:36 AM
To: David Page <david.page@dwpage.com>
Subject: RE: Update Password and Authenticator Setup - 24253521

Good morning, David,

About our meeting later today, something has come up for me, and I will not be available at our scheduled time. I will need to push our call an hour later to 2pm EST so we can have enough time to set up your authenticator.

Please let me know if this new time works for you. 
If it does not work, please let me know if another time would be fine.

Please note that you can still call in to our phone system anytime you are free, and another agent will be there to assist you.

I apologise for any inconvenience.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello David,

Thank you for contacting Workspace Support for help with accessing your Workspace account.

On your call today, I was able to connect to your screen through a LogMeIn session and assist you with updating your Workspace password. 

Unfortunately, we were not able to complete setting up your authenticator. However, I hope to have this resolved for you during our call on Friday at 1pm EST. If anything changes and you cannot make our call, please let me know by responding to this email. 

Let me know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T20:58:01.000+0000,False,False,005OH00000BGf2TYAT,2025-12-03T20:27:28.000+0000,005OH00000BGf2TYAT,2025-12-05T19:47:16.000+0000,005OH00000BGf2TYAT,2025-12-05T19:47:16.000+0000,(778)470-3100,,david.page@dwpage.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8kg7YAA,False,,24255581,0030A0000029aCSQAY,0010A000002vzPKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,"Hello Ken,

We received an email to send your insurance listings, but I also saw further in the email you are looking for your Seg funds as well.  I have gone ahead and compiled for you under Advisor Code 78854. 
Please find the attached file for your reference (2 Tabs on spreadsheet)
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Ken,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
HJMLJXYXR8
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


















Hi,
Redirecting this request for your handling. Thank you kindly!

Kind regards!
Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
CL

From: Bascoguin, Melinda 
Sent: November 28, 2025 5:53 PM
To: CANINDSERV 
Cc: kenlam@newdiamondfinancial.com; Gornenski, Andrei ; Styles, Gretta 
Subject: FW: [EXT] Life clients

Hello there,

Kindly provide a client listing for Kenneth Lam’s Insurance business. His advisor code is 78854. 

I will have a Wealth team member, @Styles, Gretta, assist in requesting for the list of Ken’s seg fund clients.

Thank you!



Regards, 

Melinda Bascoguin, ACS, ALMI
Regional Sales Associate, Insurance
Distribution Excellence
Ph: (604) 331-2465

Four Bentall Centre, Box 49203
1055 Dunsmuir Street, Suite 1500 
Vancouver, BC V7X 1K8

For in-force policies or general questions: save time by Live Chat on Workspace with this link Advisor Support (9 am – 7 pm ET) or call 1-888-252-1847 (8 am – 8 pm ET).



 

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We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: kenlam@newdiamondfinancial.com <kenlam@newdiamondfinancial.com> 
Sent: November 28, 2025 3:33 PM
To: Gornenski, Andrei <Andrei.Gornenski@canadalife.com>
Cc: gloria@newdiamondfinancial.com
Subject: [EXT] Life clients

Hi Andrei, Here is the 2nd email. We have life and seg fund with Canada Life. Please provide me a list of my clients. Ken Lam B. Sc. , CLU, CHFC, CAIB 604-889-1383 New Diamond Financial Group Inc. 604-279-0888 New Diamond Insurance Services (2024)
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Hi Andrei,

Here is the 2nd email.

We have life and seg fund with Canada Life.

Please provide me a list of my clients.

Ken Lam B.Sc., CLU, CHFC, CAIB 604-889-1383

New Diamond Financial Group Inc. 604-279-0888
New Diamond Insurance Services (2024) Ltd.604-278-1811
JF Insurance Agency Group Inc. 604-232-0896
128-6061 No. 3 Road
Richmond, BC, V6Y 2B2
Tel : 604-279-0888/Fax : 604-279-0616
This message, including any attachments, is privileged and intended only for the person(s) named above. This material may contain confidential or personal information., which may be subject to the provisions of the Freedom of Information & Protection Act. 
Any other distribution, copying or disclosure is strictly prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by telephone, fax or email, and permanently delete the original transmission from us, including any attachments, without making a copy.




From: Gornenski, Andrei <Andrei.Gornenski@canadalife.com> 
Sent: November 28, 2025 3:04 PM
To: kenlam@newdiamondfinancial.com
Subject: Canada Life contact



Regards,
Andrei Gornenski, QAFP
Regional Sales Manager, Insurance 
Andrei.Gornenski@canadalife.com - (604) 443-8217 

Stephanie Soulodre
Regional Sales Representative, Insurance
Stephanie.Soulodre@canadalife.com– (604) 331-2491

Melinda Bascoguin
Regional Sales Associate, Insurance 
Melinda.Bascoguin@canadalife.com - (604) 331-2465
 



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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-03T20:57:50.000+0000,False,False,005OH0000088z1hYAA,2025-12-03T20:57:50.000+0000,005OH0000088z1hYAA,2025-12-03T21:06:11.000+0000,005OH0000088z1hYAA,2025-12-03T21:06:11.000+0000,(604)279-0888,(604) 889-1383,kenlam@newdiamondfinancial.com,(604)279-0616,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8khiYAA,False,,24253830,0031600002Sz3MeAAJ,0010A000002wNwIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User is getting the ERR-P202 message when trying to access two policies for the client in Workspace.,Medium,"***DDS Dec.3/2025***
User is getting ERR-P202 message when trying to view these two policies owned by Alexis Ruffie in Workspace : 12130704 and R5000228D. Sent follow up email to user advising we have escalated this to or digital lab team and we will reach out as soon as we have more information on the matter. Completed L2 incident intake form and forwarded the email along with my intake form to WorkspaceServiceLeaders@canadalife.com

REF KB:KB0021789 

*****Email*****

Hello @Workspace Service Leaders,

User is getting the ERR-P202 message when trying to view these two policies owned by Alexis Ruffie in Workspace : 12130704 and R5000228D.

I have attached the completed L2 Incident Intake Form that has the necessary info as well as screenshots to investigate this further.

Please let me know if you need further information – thanks for the help!


Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 3, 2025 1:58 PM
To: D’Astous, Lee-Ann M <leeann@dastousprivatewealth.ca>
Subject: RE: Meeting today : Error : ERR-P202/ Alexis Ruffie - Case - 24253830

Hello Lee-Ann,

Thanks for contacting the Workspace Support team regarding the ERR-P202 message you are getting when trying to view these two policies owned by Alexis Ruffie in Workspace : 12130704 and R5000228D.

We have gone ahead and escalated this issue to the Digital Lab team for deeper investigation as to why you are getting that ERR-P202 message for those policies.

When we receive an update from the team assisting us, we will reach out to you directly. 

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Lee-Ann D'Astous <leeann@dastousprivatewealth.ca> 
Sent: December 3, 2025 7:21 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Meeting today : Error : ERR-P202/ Alexis Ruffie - Case - 24253830
Importance: High

Hello I am receiving this error ERR-P202 when trying to view these two policies owned by Alexis Ruffie : 12130704 and R5000228D I need a summary of these two policies today. Thank you Lee-Ann D'Astous Client Relations Specialist/Spécialiste
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Hello 

I am receiving this error ERR-P202 when trying to view these two policies owned by Alexis Ruffie : 12130704 and R5000228D

I need a summary of these two policies today.

Thank you


 
 
 	Lee-Ann D'Astous
Client Relations Specialist/Spécialiste Relations Clients
D’Astous Private Wealth / Gestion Privée
814 Main St, Suite 203, Moncton NB E1C 1E6
Phone: (506) 388-7664   
www.dastousprivatewealth.ca
 
          
 

Designed Clients : Register for your client portal here https://online.aviso.ca/login.aspx",True,2025-12-03T20:48:18.000+0000,False,False,005OH00000BFQFBYA5,2025-12-03T20:31:37.000+0000,005OH00000BFQFBYA5,2025-12-03T21:02:36.000+0000,005OH00000BFQFBYA5,2025-12-03T21:02:36.000+0000,(506)388-7664,(506) 866-2225,phil@dastousprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8owZYAQ,False,,24253751,0030A000002gyoQQAQ,0010A000003S67MQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor needs assistance with registration.
*********
Hi Brooklyn      , thank you for contacting the workspace support today.
To register for workspace you will need to confirm your User ID with distribution_methodology@canadalife.com and they will be able to provide you with the current information. I you have any issues please let me know



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T20:37:04.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T20:30:29.000+0000,005OH00000BFQFCYA5,2025-12-03T20:42:03.000+0000,005OH00000BFQFCYA5,2025-12-03T20:42:03.000+0000,(204)523-4922,,brooklyn.scott@investdfsi.ca,(204)523-7117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8sKDYAY,False,,24252739,003OH00000J3b6YYAR,001OH00000NLpP2YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Tied to previous Case#,Medium,,True,2025-12-03T20:50:23.000+0000,False,False,005OH00000BFQFGYA5,2025-12-03T20:17:02.000+0000,005OH00000BFQFGYA5,2025-12-03T20:50:23.000+0000,005OH00000BFQFGYA5,2025-12-03T20:50:23.000+0000,(866)800-7984,,stephen.bachalo1@ig.ca,(204)934-2814,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8vZrYAI,False,,24256334,0030A0000029VkLQAU,0010A000002vvcFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0022825 - Assisted advisor in resetting MFA app.
=======================
Hi Mohinder,

Thank you for contacting the workspace support about resetting your multi-factor authenticator app/MFA.

We have successfully disconnected the previous MFA and set a new one for your workspace access. We can confirm that you have regain your access back to workspace at this time.

I do appreciate the patience and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T21:14:06.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T21:09:23.000+0000,005OH00000BFPZHYA5,2025-12-03T21:19:26.000+0000,005OH00000BFPZHYA5,2025-12-03T21:19:26.000+0000,(416)818-5060,,msingh_insurance@yahoo.com,(905)273-7027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h8zDdYAI,False,,24254137,0030A0000029c5cQAA,0010A000002w0uNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request/follow up,Medium,"**EMAIL**

Hi Richard,

As mentioned in my previous email, please see password below for your password-protected Excel file:
LWPJY6DB9H

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.






Good day Richard,

Please find the attached file of the requested 90042, 15325, B7924 Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.

Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Richard Mikucki <remcorefs@shaw.ca> 
Sent: December 4, 2025 10:27 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: Client Listing Request /Case24254137

Please provide the requested client list of inforce life insurance contracts, including policy details along with annual premiums, for Richard Mikucki advisor codes 90042, 15325, B7924 at the earliest opportunity. Sylvia Perry is the assistant
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Please provide the requested client list of inforce life insurance contracts, including policy details along with annual premiums, for Richard Mikucki advisor codes 90042, 15325, B7924 at the earliest opportunity.  Sylvia Perry is the assistant of Richard Mikucki and shares the same email as that which is on file for Richard Mikucki.

Please advise when we can expect to receive the client listings.

Regards,
Richard Mikucki

Richard Mikucki
WealthCare Financial Services
891B Grosvenor Ave.
Winnipeg, MB, R3M 0M5
P (204) 594-9405
F (204) 415-4227
remcorefs@shaw.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



Good afternoon Richard,

Our team received a request from S. Perry via Call Centre regarding your advisor codes, a Wealth Client Listings report. Unfortunately, it appears S. Perry do not have an up-to-date email address on file with Canada Life for us to validate and fulfil this request. Could you please confirm if you would like to receive the Wealth Client Listings report?

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Please handle accordingly.  No response to Contact Centre is required.

Advisor name: RICHARD EDWARD MIKUCKI
Advisor code(s) 90042, 15325, 67117, 87924
First and last name of caller: SYLVIA PERRY 
Relationship to advisor:  ASSISTANT 
Advisor's language of preference: English
Caller's email: remcorefs@shaw.ca

***********************************************************************************************
Notes:

Please provide the client listing for the advisor codes above.

Thanks,

LL 59542
Bilingual Client Service Representative, Wealth/Insurance / Représantante Service à la Clientèle bilingue, Gestion Patrimoine/Assurance
Client Service Centre, Individual Customer / Centre de service à la clientèle, Client individuel, Canada Life / Canada Vie

This email is being sent from a general delivery mailbox. Replies are not monitored. To reach our Client Service Centre, please call 1-888-252-1847. 
Ce courriel provient d'une boîte de courriel générale. Les répliques ne seront ni lues, ni réacheminées. Pour de plus amples renseignements, veuillez contacter notre Centre de service à la clientèle 1-888-252-1847.

 


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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T20:36:22.000+0000,False,False,005OH0000071DK9YAM,2025-12-03T20:36:22.000+0000,005OH0000071DK9YAM,2025-12-04T18:37:45.000+0000,005OH0000071DK9YAM,2025-12-04T18:37:45.000+0000,(204)594-9405,,admin@wealthcarefs.ca,(204)415-4227,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h93qrYAA,False,,24259856,0030A0000029fCyQAI,0010A000002w3QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-03T22:20:06.000+0000,False,False,005OH0000084GETYA2,2025-12-03T22:20:06.000+0000,005OH0000084GETYA2,2025-12-03T22:20:07.000+0000,005OH0000084GETYA2,2025-12-03T22:20:07.000+0000,(289)244-5883,,mariasaputo@saputofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h94wVYAQ,False,,24255986,0030A0000029VkLQAU,0010A000002vvcFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for final authentication,True,2025-12-03T21:21:48.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T21:03:53.000+0000,005OH00000BFPZHYA5,2025-12-03T21:21:48.000+0000,005OH00000BFPZHYA5,2025-12-03T21:21:48.000+0000,(416)818-5060,,msingh_insurance@yahoo.com,(905)273-7027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h965YYAQ,False,,24260463,0030A000002sgemQAA,0010A000003da20QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"***DDS Dec.3/2025***
User was having issues accessing workspace. Authenticated user and Did a logmein session and cleared cookies/cache. Status was showing as locked in ISAM did a password reset and also sent the password reset link from SF to the user's email. User was able to log in and assisted him with connecting an Authenticator to his account. User was able to log in, log out and log back in successfully.

REF KB:KB0017399 

*****Email*****
Hello Zeynel,

Thanks for contacting the Workspace Support team, it was a pleasure assisting you with getting your Workspace password reset.

We’re happy we were able to assist you in resetting your Workspace password and connecting your Google Authenticator to your account.
As a reminder, whenever you log in to your Workspace account, please open the Google Authenticator app on your phone and input the six-digit generated verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reply to this email and we would love to assist you further.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T23:21:59.000+0000,False,False,005OH00000BFQFBYA5,2025-12-03T22:37:26.000+0000,005OH00000BFQFBYA5,2025-12-03T23:29:25.000+0000,005OH00000BFQFBYA5,2025-12-03T23:29:25.000+0000,(604)805-1748,,zazimullah@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h96JzYAI,False,,24258311,0030A0000029d0mQAA,0010A000002w1bJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - Err- W1281,Medium,"KB0020560 -  Assisted the advisor is properly doing the clear cashed and cookies process, issue resolved.
===================

Hi Peter,

Thank you for contacting the workspace support about getting an error Err- W1281 when trying to access workspace.

We have tried to check details at the back end and making sure that you enter correct details. We also delete cashed and cookies and eventually you have regained your access to workspace.

I do appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-03T21:59:10.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T21:44:29.000+0000,005OH00000BFPZHYA5,2025-12-03T22:04:07.000+0000,005OH00000BFPZHYA5,2025-12-03T22:04:07.000+0000,(780)995-2619,,peter@leeprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h96jpYAA,False,,24256709,0030A0000029pNsQAI,0010A000002wBqoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,"advisor code 78854 already sent - 24255581

Hello Gloira,

Our team has received your request from Ken Lam to provide Client Listings report for Advisor code A5900. 
Please note there are no clients listed as of 31 October 2025. 
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


















Hi,
Redirecting this request for your handling. Thank you kindly.

Kind regards!

Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
CL

From: kenlam@newdiamondfinancial.com 
Sent: November 28, 2025 6:17 PM
To: Bascoguin, Melinda ; CANINDSERV 
Cc: Gornenski, Andrei ; Styles, Gretta 
Subject: RE: [EXT] Life clients A5900

Helo, In addition to 78854 We have another code A5900 under Gloria Chang. Ken From: Bascoguin, Melinda <Melinda. Bascoguin@ canadalife. com> Sent: November 28, 2025 3: 53 PM To: CANINDSERV <CANINDSERV@ canadalife. com> Cc: kenlam@ newdiamondfinancial. com;
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Helo,
In addition to 78854
We have another code A5900 under Gloria Chang.

Ken

From: Bascoguin, Melinda <Melinda.Bascoguin@canadalife.com> 
Sent: November 28, 2025 3:53 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: kenlam@newdiamondfinancial.com; Gornenski, Andrei <Andrei.Gornenski@canadalife.com>; Styles, Gretta <Gretta.Styles@canadalife.com>
Subject: FW: [EXT] Life clients

Hello there,

Kindly provide a client listing for Kenneth Lam’s Insurance business. His advisor code is 78854. 

I will have a Wealth team member, @Styles, Gretta, assist in requesting for the list of Ken’s seg fund clients.

Thank you!



Regards, 

Melinda Bascoguin, ACS, ALMI
Regional Sales Associate, Insurance
Distribution Excellence
Ph: (604) 331-2465

Four Bentall Centre, Box 49203
1055 Dunsmuir Street, Suite 1500 
Vancouver, BC V7X 1K8

For in-force policies or general questions: save time by Live Chat on Workspace with this link Advisor Support (9 am – 7 pm ET) or call 1-888-252-1847 (8 am – 8 pm ET).



 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: kenlam@newdiamondfinancial.com <kenlam@newdiamondfinancial.com> 
Sent: November 28, 2025 3:33 PM
To: Gornenski, Andrei <Andrei.Gornenski@canadalife.com>
Cc: gloria@newdiamondfinancial.com
Subject: [EXT] Life clients

Hi Andrei, Here is the 2nd email. We have life and seg fund with Canada Life. Please provide me a list of my clients. Ken Lam B. Sc. , CLU, CHFC, CAIB 604-889-1383 New Diamond Financial Group Inc. 604-279-0888 New Diamond Insurance Services (2024)

Hi Andrei,

Here is the 2nd email.

We have life and seg fund with Canada Life.

Please provide me a list of my clients.

Ken Lam B.Sc., CLU, CHFC, CAIB 604-889-1383

New Diamond Financial Group Inc. 604-279-0888
New Diamond Insurance Services (2024) Ltd.604-278-1811
JF Insurance Agency Group Inc. 604-232-0896
128-6061 No. 3 Road
Richmond, BC, V6Y 2B2
Tel : 604-279-0888/Fax : 604-279-0616
This message, including any attachments, is privileged and intended only for the person(s) named above. This material may contain confidential or personal information., which may be subject to the provisions of the Freedom of Information & Protection Act. 
Any other distribution, copying or disclosure is strictly prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by telephone, fax or email, and permanently delete the original transmission from us, including any attachments, without making a copy.




From: Gornenski, Andrei <Andrei.Gornenski@canadalife.com> 
Sent: November 28, 2025 3:04 PM
To: kenlam@newdiamondfinancial.com
Subject: Canada Life contact



Regards,
Andrei Gornenski, QAFP
Regional Sales Manager, Insurance 
Andrei.Gornenski@canadalife.com - (604) 443-8217 

Stephanie Soulodre
Regional Sales Representative, Insurance
Stephanie.Soulodre@canadalife.com– (604) 331-2491

Melinda Bascoguin
Regional Sales Associate, Insurance 
Melinda.Bascoguin@canadalife.com - (604) 331-2465
 



Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-03T21:15:44.000+0000,False,False,005OH0000088z1hYAA,2025-12-03T21:15:44.000+0000,005OH0000088z1hYAA,2025-12-03T21:19:47.000+0000,005OH0000088z1hYAA,2025-12-03T21:19:47.000+0000,(604)279-0888,,gloria@newdiamondfinancial.com,(604)279-0616,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h97ZNYAY,False,,24255903,003OH00000KUkOUYA1,001OH00000P0g2oYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Error: Redwood,Medium,"User is receiving an error message when trying to start a Simple Protect Application (Redwood)
Advised to clear cookies and cache and start a new application. 

 Email: barbertheadvisor@gmail.com 

Application: 60942588-3
Term Application 
Code: H5058

**********************************************************
Good afternoon, Steven 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your application!
 
As a recap to clear cookies and cache you want to follow these steps:
1.	Select three dots in the top right-hand corner and then ‘Settings’ 
2.	Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3.	Change ‘Time Range’ to ‘All Time’
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’
 
After starting a new application and the error message continue to persist, please let us know and we will escalate the issue for you.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T21:12:43.000+0000,False,False,005OH00000BG5v4YAD,2025-12-03T21:02:23.000+0000,005OH00000BG5v4YAD,2025-12-03T21:12:43.000+0000,005OH00000BG5v4YAD,2025-12-03T21:12:43.000+0000,(403)360-8095,,barbertheadvisor@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h97mJYAQ,False,,24256846,0030A000008uaj6QAA,0010A000009pZTiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,FASATWeb,Medium,"Theodore Lim (F6413)
user does not have access to view their code on FASATWeb.
refered user to distribution methodology

Email:
----------
Hello Theodore,

Thank you for contacting Workspace Support about your FaasatWeb access.

As mentioned during the call, please contact distribution methodology by email at Distribution_Methodology@canadalife.com for inquiry about your aligned advisor code.

Let me know if you have any more questions. 


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T21:36:51.000+0000,False,False,005OH00000BGf2TYAT,2025-12-03T21:18:05.000+0000,005OH00000BGf2TYAT,2025-12-03T21:36:51.000+0000,005OH00000BGf2TYAT,2025-12-03T21:36:51.000+0000,(905)512-7549,(905) 512-7549,ted@projectfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h97paYAA,False,,24258463,003OH00000KOwnPYAT,001OH00000OtysFYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Question on where to find exclusions in Workspace,Medium,"Question on where to find exclusions in Workspace

Bonjour Marin, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

En raison des variations dans la façon dont ces données ont été enregistrées dans le système administratif qui alimente Espace affaires, les exclusions ne sont pas incluses dans Espace affaires. Pour le moment, vous devrez communiquer avec le Service à la clientèle afin d’obtenir ces renseignements.

Bonne fin de journée. 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Bouchard, Sophie <Sophie.Bouchard2@canadalife.com> 
Sent: Tuesday, December 2, 2025 8:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Marin Pukov <marin.pukov@pactole.ca>
Subject: RE: 60657392D/R5002246D NGUYEN - OAF - décision

Bonjour, 

Veuillez répondre à la question du conseiller.

Merci,


Sophie Bouchard (she/her, elle)
Senior In-Force Policy Analyst |  Insurance Operations, In-force Policy
Analyste principal – Polices en vigueur |  Exploitation Assurance, Polices en vigueur
Phone/Téléphone: 204-946-4279 | Toll free Phone/Sans frais: 1-844-229-5184
Email/Courriel : sophie.bouchard2@canadalife.com  

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Marin Pukov <marin.pukov@pactole.ca> 
Sent: December 2, 2025 10:01 AM
To: Bouchard, Sophie <Sophie.Bouchard2@canadalife.com>
Subject: [EXT] RE: 60657392D/R5002246D NGUYEN - OAF - décision

Bonjour Sophie, Pourquoi cette information n’est pas indiquée sur le site espace affaire? Merci de ton soutien. Marin De : Bouchard, Sophie <Sophie. Bouchard2@ canadalife. com> Envoyé : 2 décembre 2025 10: 49 À : Marin Pukov <marin. pukov@ pactole. ca>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Sophie,

Pourquoi cette information n’est pas indiquée sur le site espace affaire?

Merci de ton soutien. 

Marin 

De : Bouchard, Sophie <Sophie.Bouchard2@canadalife.com> 
Envoyé : 2 décembre 2025 10:49
À : Marin Pukov <marin.pukov@pactole.ca>
Objet : RE: 60657392D/R5002246D NGUYEN - OAF - décision

Bonjour, 

Oui, les deux polices ont l’avenant d’assurance collective (voir ci-joint). Ceci est refléter à notre système sous une exclusion.

Merci,


Sophie Bouchard (she/her, elle)
Senior In-Force Policy Analyst |  Insurance Operations, In-force Policy
Analyste principal – Polices en vigueur |  Exploitation Assurance, Polices en vigueur
Phone/Téléphone: 204-946-4279 | Toll free Phone/Sans frais: 1-844-229-5184
Email/Courriel : sophie.bouchard2@canadalife.com  

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Marin Pukov <marin.pukov@pactole.ca> 
Sent: December 1, 2025 3:16 PM
To: Bouchard, Sophie <Sophie.Bouchard2@canadalife.com>
Subject: [EXT] TR: 60657392D/R5002246D NGUYEN - OAF - décision

Bonjour Sophie, Merci de nous informer de cette décision. Avant qu’on aille de l’avant, j’aimerais vérifier des informations concernant ce contrat. Est-ce que cette police (60657392D) a l’advenant de coordination avec

Bonjour Sophie,

Merci de nous informer de cette décision. 

Avant qu’on aille de l’avant, j’aimerais vérifier des informations concernant ce contrat.

Est-ce que cette police (60657392D) a l’advenant de coordination avec le collective, si oui, pourquoi on ne le voit pas sur l’espace affaire : 
 

De plus, est-ce que l’ajout de 1000$ aura l’advenant de coordination avec l’assurance collectif de la cliente?

Merci de confirmer. 

Marin 
De : Bouchard, Sophie <Sophie.Bouchard2@canadalife.com> 
Envoyé : 1 décembre 2025 10:52
À : Marin Pukov <marin.pukov@pactole.ca>
Objet : 60657392D/R5002246D NGUYEN - OAF - décision

Bonjour,

Nous sommes heureux de vous informer que nous avons approuvé la demande d’Option d’assurabilité future pour un montant de 1000$ tel que demandé.

Des exigences à la livraison sont requises pour mettre la couverture supplémentaire en vigueur. SVP envoyer le tout avant le 1 février 2025.

-Prime initiale au montant de 40,64$, soit par formulaire TEF (ci-inclus) ou par chèque. Dès que la prime initiale est payée, toutes autres primes dues seront prélevés automatiquement le prochain jour.
-Modification

***NOUVEAUTÉ – Pour les contrats Option d’assurabilité future, un Accusé de réception n’est plus nécessaire pour mettre la police en vigueur. Veuillez ignorer cette exigence à la livraison indiquée sur la lettre de couverture qui accompagne le contrat***

***À noter : La police ne peut pas être mise en vigueur jusqu'à ce que la prime initiale soit reçue *** 
***NOUVEAUTÉ*** L’accusé de réception n’est plus nécessaire pour les options OAF***

Nous avons aussi annexé à ce courriel votre copie des Conditions particulières pour cette couverture. Veuillez en faire référence si vous avez des questions par rapport aux détails de la nouvelle couverture.

Les documents de confirmation vous ont été envoyés pour que vous puissiez les livrer au client. Veuillez s’il-vous-plait nous avertir sous peu si vous ne les avez pas reçus. Toutes les exigences peuvent m’être envoyées directement pour être traitées dans les plus brefs délais. Une fois reçues, nous allons mettre la couverture supplémentaire en vigueur.

N'hésitez pas à me contacter si vous avez des questions sur ce dossier.

Merci,


Sophie Bouchard (she/her, elle)
Senior In-Force Policy Analyst |  Insurance Operations, In-force Policy
Analyste principal – Polices en vigueur |  Exploitation Assurance, Polices en vigueur
Phone/Téléphone: 204-946-4279 | Toll free Phone/Sans frais: 1-844-229-5184
Email/Courriel : sophie.bouchard2@canadalife.com  

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T21:01:05.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T21:47:34.000+0000,0055o000001zVCKAA2,2025-12-19T21:01:05.000+0000,0055o000001zVCKAA2,2025-12-19T21:01:05.000+0000,(514)909-9036,(514) 909-9036,marin.pukov@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h99oBYAQ,False,,24258118,0030A0000029nd6QAA,0010A000002wATBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor having issues with MFA.
*******
Hi Scott, thank you for contacting the workspace support today.

To recap our call, you were having some issues signing into workspace you were having some issues with your MFA, we were able to get you set up and logged in. If you have any issues, feel free to let me know.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T21:59:47.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T21:41:02.000+0000,005OH00000BFQFCYA5,2025-12-03T21:59:53.000+0000,005OH00000BFQFCYA5,2025-12-03T21:59:53.000+0000,(431)200-1901,(431) 200-1901,scottcreran@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h99rMYAQ,False,,24259586,0030A00000B37KVQAZ,0010A00000BdPqGQAV,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Login issue,Medium,"Bonjour M. El Moutaouakil, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Je voie que vous avez des problèmes avec votre accès Espace affaires (erreur de connexion). 

Pour vous aider à régler votre problème de connexion, nous devons communiquer avec vous par téléphone. Veuillez nous appeler à votre convenance au 1-888-999-4516; un membre de l’équipe Espace affaires se fera un plaisir de vous aider. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

Bonne fin de journée!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  


From: Ledoux, Josee <Josee.Ledoux@canadavie.com> 
Sent: Tuesday, December 2, 2025 11:31 AM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Cc: Abdelkebir El Moutaouakil <ab.elmoutaouakil@gmail.com>
Subject: TR: [EXT] Urgent - accès site Espace affaires
Importance: High

Bonjour!

Merci d’aider Abdelkebir à rétablir son accès au site des conseillers l’Esapce affaires. 
Je m’occupe entre temps de lui envoyer les illustrations demandées. 

Merci! Bonne journée!. 

Josée Ledoux
Associée régionale des ventes, Assurance | Regional Sales Associate, Insurance
Tél. : 819 300-1939
josee.ledoux@canadavie.com 

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


De : Abdelkebir El Moutaouakil 
Envoyé : 2 décembre 2025 13:23
À : Ledoux, Josee 
Objet : [EXT] Cotation / Assurance Maladie Grave

Bonjour Josée, J'espère que tout va bien. Depuis des semaines, j'ai des soucis avec mon accès pour faire des cotations. J'ai besoin de ton support stp. Client : M. Abdeslam Laroui / NF / 03-10-1979 Capital : 100k, 150k et 250k. Durée
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Bonjour Josée,


J'espère que tout va bien.

Depuis des semaines, j'ai des soucis avec mon accès pour faire des cotations.

J'ai besoin de ton support stp.

Client : M. Abdeslam Laroui / NF / 03-10-1979

Capital : 100k, 150k et 250k.

Durée : T10, T20 et T75.

N.B: Si quelqu'un pouvait m'aider pour mes accès, ça serait super !

Merci et bonne journée, 
Abdelkebir El Moutaouakil

Directeur de Développement, Recrutement & Formation
Conseiller en Sécurité Financière

Cell : 514-992-7913
Bur : 450-781-4404 x307
Sans frais : 1 877 327-5557 x307
Site Web : https://abdelconseils.ca",True,2025-12-03T22:14:03.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T22:14:03.000+0000,0055o000001zVCKAA2,2025-12-03T22:17:23.000+0000,0055o000001zVCKAA2,2025-12-03T22:17:23.000+0000,(514)992-7913,,ab.elmoutaouakil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9BI6YAM,False,,24259027,0030A0000029p0fQAA,0010A000002wBYgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access issue,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): B3679

Call details: Caller locked their account by entering an invalid password.
>>>Unlocked the account and user logged in successfully.


--------------------EMAIL-------------------------
Hi Kristin,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully after resetting your Workspace password. 

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T22:07:27.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T21:59:54.000+0000,005OH00000AbCcLYAV,2025-12-03T22:07:27.000+0000,005OH00000AbCcLYAV,2025-12-03T22:07:27.000+0000,(604)308-6885,,kwood.ins@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9BczYAE,False,,24256668,003OH0000071mmbYAA,001OH000008gZElYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email Update,Medium,"******DDS****** 12/03/2025
Advisor calling to update the email address on file, as they were receiving application confirmations to old email, advised email had been updated for sign and to reach out to contracts and compensation. 



*******email chain*******

Hello Erin, 

     It was a pleasure assisting you today, as discussed, your sign in email has been updated,, so you should be able to receive confirmations and sign into your workspace account with your new email address. You can also reach out to contract and compensation at contracts&compensation@canadalife.com to assist with address updates.  If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T21:14:58.000+0000,False,False,005OH00000BFQFHYA5,2025-12-03T21:14:58.000+0000,005OH00000BFQFHYA5,2025-12-03T21:19:27.000+0000,005OH00000BFQFHYA5,2025-12-03T21:19:27.000+0000,(587)430-2748,,erin@agilewm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9C65YAE,False,,24258756,0030A0000029aqHQAQ,0010A000002vzuCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/3*
----------------
Ray Ryan

27795

trying to reset my password for workspace, do not want to be locked out. 
unlocked in SF
used log me in
Had user use self service pw reset to successfully reset their password
registered browser based MFA for the user
set up preferences in NB and showed user how to edit their name so that it shows the way they want in Workspace 
downloaded RSA document to advisors pc for future use



*email*
----------------
Good afternoon Raye, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You were having trouble logging into Workspace but ran into some issues. We connected to your pc and were able to guide you to the correct website to reset your password. Then we were able to set up your browser-based MFA and showed you how to log into Workspace using it. Then we set up your preferences for you in the NB app and showed you how to open Simple Protect. For any application or process questions we downloaded the PDF containing the contact information of your RSA, you can email them for any product knowledge inquiry you might have. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T00:00:06.000+0000,False,False,005OH000008919xYAA,2025-12-03T21:53:28.000+0000,005OH000008919xYAA,2025-12-04T00:00:07.000+0000,005OH000008919xYAA,2025-12-04T00:00:07.000+0000,(604)815-9034,,ryanins@telus.net,(604)892-9121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9Ch7YAE,False,,24256919,0030A0000029cwMQAQ,0010A000002w1XNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Training Request,Medium,"Good day, 

Thank you for reaching out to the Workspace Support team to schedule a training session. 

To book a Workspace training session, please provide the following:

•	A few dates and times for booking the training session
•	Best number to reach you 
•	Your time zone
•	Any topic you would like to have training on during this call (if nothing specific, we will do an overview of Workspace and its features)

Have a wonderful day. 😊

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, December 2, 2025 8:06 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: Antoney Vattavayalil Topic: Workspace Support Would you like additional training on Workspace/Salesforce?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Antoney Vattavayalil
Topic: Workspace Support
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:",True,2025-12-03T21:19:25.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T21:19:25.000+0000,0055o000001zVCKAA2,2025-12-03T21:19:33.000+0000,0055o000001zVCKAA2,2025-12-03T21:19:33.000+0000,(416)283-8899,,antoney@goldmax.ca,(416)283-8819,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9DlGYAU,False,,24257195,0030A0000062vxTQAQ,0010A000006nXD1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA Reset requests,Medium,"MFA Reset requests

Bonjour Ian et Luc, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  


Pour vous aider à changer votre authentificateurs associé à vos comptes Espace affaires, nous devons communiquer avec vous par téléphone. Veuillez nous appeler à votre convenance au 1-888-999-4516; un membre de l’équipe Espace affaires se fera un plaisir de vous aider. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

Bonne fin de journée!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  

Please see attached email from Advisor – Ian Parent.

Thank you AW.



From: Rivard, Emilie <Emilie.rivard@conseilscanada.com> 
Sent: Tuesday, December 2, 2025 6:23 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Parent, Ian <Ian.Parent@valorian.ca>; Tremblay, Luc <Luc.Tremblay@Valorian.ca>
Subject: TR: Nouveau codes QR pour authentificateurs pour Ian & Luc

Bonjour l’équipe de l’Espace Affaires,

Pourriez-vous aider Ian Parent et Luc Tremblay, voir le courriel ci-dessous-.

Merci et bonne journée 😊,

Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178

 Prendre rendez-vous avec moi | Book an appointment with me

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Vidéos tutorielles sur Bluesun Conseiller on Vimeo

Tutoriel vidéo RepVision sur Vimeo

Bluesun Advisor Video Tutorials on Vimeo

RepVision Video Tutorials on Vimeo

De : Ian Parent <Ian.Parent@valorian.ca> 
Envoyé : 2 décembre 2025 09:16
À : Canada Life Technology Program <CanadaLifeTechnologyProgram@canadalife.com>
Cc : Rivard, Emilie <Emilie.rivard@conseilscanada.com>
Objet : [EXT] Nouveau codes QR pour authentificateurs pour Ian & Luc

Bonjour à vous tous, Moi et Luc changeons de cellulaire et nous tentons de remettre le authentificateurs d’espace affaire dans notre application. Est-ce possible d’avoir un code QR, car je ne trouve pas le processus pour le générer
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour à vous tous,

Moi et Luc changeons de cellulaire et nous tentons de remettre le authentificateurs d’espace affaire dans notre application.

Est-ce possible d’avoir un code QR, car je ne trouve pas le processus pour le générer dans espace affaires.

Bonne journée


 
 
Ian Parent B.A.A.,DESS, 
Gestion du patrimoine privé
Conseiller en sécurité financière
Représentant en investissement
Représentant en épargne collective
Représentant en assurance de groupe et Rentes Collectives
 
Cell: (438) 821-9243
Fax : 514-343-0199
 
Investissements Valorian / Valorian Investments
Services d’investissements Quadrus 
Quadrus investments services
 
https://investissementvalorian.com/
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-03T21:24:02.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T21:24:02.000+0000,0055o000001zVCKAA2,2025-12-04T17:35:54.000+0000,0055o000001zVCKAA2,2025-12-04T17:35:54.000+0000,(438)821-9243,(438) 821-9243,ian.parent@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9DmvYAE,False,,24259052,0030A0000029hBxQAI,0010A000002w57SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Updated Advisor's email address on file,Medium,"***DDS Dec.3/2025***
Updated Advisor's email address after authentication in order to get access to her Workspace account. Had user log out an log back in successfully. 

*****Email*****
Hello Jana,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding your Workspace access issue.

During our call, we updated your email address that was on file, and you were able to gain access to Workspace account. You were also able to log out and log back in successfully.
If you have any additional questions or require any further support, please do not hesitate to reach out to us.

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you in our Survey below. Thanks in advance.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T22:18:29.000+0000,False,False,005OH00000BFQFBYA5,2025-12-03T22:00:26.000+0000,005OH00000BFQFBYA5,2025-12-03T22:21:18.000+0000,005OH00000BFQFBYA5,2025-12-03T22:21:18.000+0000,(403)350-9232,(403) 350-9232,jana@newoutlook.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9IPzYAM,False,,24260180,0030A0000029V4WQAU,0010A000002vv6rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor could not pass authentication.
***********
Hi Tirso , thank you for contacting the workspace support today.

Today you were unable to fully pass the authentication. To have your information required up to date you can send an email to contracts&compensation@canadalife.com and they should be able to update your information. If you have any issues please let me know.




We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T22:41:35.000+0000,False,False,005OH00000BFQFCYA5,2025-12-03T22:29:12.000+0000,005OH00000BFQFCYA5,2025-12-03T22:42:02.000+0000,005OH00000BFQFCYA5,2025-12-03T22:42:02.000+0000,(416)831-4228,(416) 831-4228,tirso_d@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9IZjYAM,False,,24260668,003G0000018f7NWIAY,0010A000002wPTBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ASSIST call,Medium,Case 23999800,True,2025-12-03T23:49:31.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T22:43:46.000+0000,005OH00000AbCcLYAV,2025-12-03T23:49:31.000+0000,005OH00000AbCcLYAV,2025-12-03T23:49:31.000+0000,(705)742-7475,(705) 760-0651,mike@uncovertherisk.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9KhuYAE,False,,24258538,003G0000018f7NqIAI,0010A000002wPTTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,"**EMAIL**

Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Eric J Koscielski
Code: 28665

Please email it to eric@balancewealth.ca",True,2025-12-03T21:49:13.000+0000,False,False,005OH0000071DK9YAM,2025-12-03T21:49:13.000+0000,005OH0000071DK9YAM,2025-12-03T21:49:13.000+0000,005OH0000071DK9YAM,2025-12-03T21:49:13.000+0000,(519)351-0101,(519) 365-0920,eric@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9L65YAE,False,,24258502,003OH00000M96O8YAJ,001OH00000Qur8CYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issue,Medium,"Workspace Login Issue

User received ""this url doesnt exist"". Helped them clear their cache and cookies. Sent an email with the login page url. 

Hi Sean, 

I am glad I was able to help you login to your account and setup your authenticator. 

Don’t hesitate to communicate with us if you have any other issues or any questions. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Wednesday, December 3, 2025 1:55 PM
To: smurray.ch257@primerica.com
Subject: Phone Call - Workspace Login Page

Hi Sean, 

Thank you for contacting Workspace Support.  

You will find below Workspace login page: 

https://workspace.canadalife.com/s/login/?language=en_US


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T22:05:27.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T21:48:19.000+0000,0055o000001zVCKAA2,2025-12-03T22:05:27.000+0000,0055o000001zVCKAA2,2025-12-03T22:05:27.000+0000,(780)231-0723,,smurray.ch257@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9MVCYA2,False,,24258780,0030A00000BD1ikQAD,0010A00000BnAUoQAN,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Change of Email,Medium,"Lino Chimienti
user needs to update email on file.
advised user to contact us by phone for authentication

Email:
----------
Hello Lino,

Thank you for contacting Workspace Support concerning the change of email on file.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Let me know if you have any questions.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lino Chimienti <lino@groupeconseilchimienti.com> 
Sent: December 3, 2025 3:26 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Change of Email

Hello I would like to change my email from lchimienti@ gcam. ca to lino@ groupeconseilchimienti. com Thank you Lino Chimienti Conseiller en assurance et rentes collectives Group insurance and Group annuity plans advisor Conseiller en sécurité financière
ZjQcmQRYFpfptBannerStart
Be careful with this message - Soyez prudent avec ce courriel. 
The sender's email domain has only been active for a short period of time and could be unsafe. - Le nom de domaine du courriel de l’expéditeur n’est actif que depuis peu de temps et pourrait ne pas être sûr. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello I would like to change my email from lchimienti@gcam.ca to lino@groupeconseilchimienti.com

Thank you
Lino Chimienti
Conseiller en assurance et rentes collectives
Group insurance and Group annuity plans advisor
Conseiller en sécurité financière
Financial Security Advisor
C: 514-627-9127",True,2025-12-03T21:53:52.000+0000,False,False,005OH00000BGf2TYAT,2025-12-03T21:53:52.000+0000,005OH00000BGf2TYAT,2025-12-03T21:55:24.000+0000,005OH00000BGf2TYAT,2025-12-03T21:55:24.000+0000,(514)627-9127,(514) 627-9127,lino@groupeconseilchimienti.com,(514)336-0504,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9PRSYA2,False,,24260069,0030A0000029pX9QAI,0010A000002wBy9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlocking account,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): 

Call details: Caller is having issue accessing their WS account.

>>>Turns out that their ISAM account is locked, we unlocked it and reset password. User accessed their account successfully.

---------------------------EMAIL--------------------------
Hi Jim,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did: we unlocked your account by resetting your password on Repnet then on Workspace.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T22:36:33.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T22:26:04.000+0000,005OH00000AbCcLYAV,2025-12-03T22:36:33.000+0000,005OH00000AbCcLYAV,2025-12-03T22:36:33.000+0000,(306)757-5038,,jim.greenwood@ipcsecurities.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9PZVYA2,False,,24259258,003G0000018f7IHIAY,0010A000002wPNXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - Err- W1281,Medium,"KB0020560 - Assisted the advisor is properly doing the clear cashed and cookies process, issue resolved.
===============

Hi Michale,

Thank you for contacting the workspace support about getting an error Err- W1281 when trying to access workspace.

We have tried to check details at the back end and making sure that you enter correct details. We also delete cashed and cookies and eventually you have regained your access to workspace.

I do appreciate your time and patience in going through the process I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-03T22:13:45.000+0000,False,False,005OH00000BFPZHYA5,2025-12-03T22:05:41.000+0000,005OH00000BFPZHYA5,2025-12-03T22:21:11.000+0000,005OH00000BFPZHYA5,2025-12-03T22:21:11.000+0000,(905)599-4107,9055994107,mike@dorvalprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9UCbYAM,False,,24260014,003OH00000M95WyYAJ,001OH00000Qux27YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#primerica - CIAM - Something went wrong,Medium,"CIAM - Something went wrong

Hi Jason, 

Thank you for contacting Workspace Support.  

The first step to troubleshoot your error message for your Workspace registration with CIAM will be to follow the instructions below. 

Step 1:
Use the link that applies to your language preference:
•	English: https://workspace.canadalife.com/registration?r=C 

Step 2: Complete Registration
1.	Enter your email address.
2.	Check your inbox for a 6-digit code and enter it on the registration page, then click Continue.
3.	Provide your name, email, and password, accept the Terms & Conditions, and click Continue.

Step 3: Set Up MFA
After accepting the Terms & Conditions, you will be prompted to add an MFA App:
•	Scan the QR code displayed on the screen using your preferred authenticator app.
•	If you do not have an MFA app installed, please download one of the following: 
o	Microsoft Authenticator
o	Google Authenticator
o	Salesforce Authenticator
o	Browser-based Authenticator

If you need detailed instructions for setting up your MFA app, please refer to the official guides for your chosen app.
Tip: If you scan the QR code with your camera app and nothing happens, install an authenticator app first.

Step 4: Link Your Account
Once MFA is set up, you will be prompted to link your account using your Activation ID. This code is included in your registration letter from Canada Life. If you cannot locate this letter, please let us know so we can assist you.

Step 5: Sign In
After linking your account, you can access Workspace by selecting the Canada Life MGA option on the My Accounts page.

If you experience any issues during registration or MFA setup, please reply to this email and we will assist you further.


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T21:03:58.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T22:24:32.000+0000,0055o000001zVCKAA2,2025-12-19T21:03:59.000+0000,0055o000001zVCKAA2,2025-12-19T21:03:59.000+0000,(519)574-5116,,jason.ferguson@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9VrvYAE,False,,24261420,003G0000018f6jhIAA,0010A000002wOjvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): F6317/ F6315
-error1287


Call details: Caller needed to reset their password.
>>>Password reset ans account accessed successfully.
-----------------------------EMAIL------------------------------
Hi Kam,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully after resetting your password. 

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T23:41:07.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T23:09:07.000+0000,005OH00000AbCcLYAV,2025-12-03T23:41:07.000+0000,005OH00000AbCcLYAV,2025-12-03T23:41:07.000+0000,(613)282-8901,(613) 282-8901,kam@deltorawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9WCrYAM,False,,24262316,0030A000006fgcAQAQ,001G000001kmjdFIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call cannot be authenticated / policy not located,Medium,,True,2025-12-03T23:47:13.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T23:44:49.000+0000,005OH00000AbCcLYAV,2025-12-03T23:47:14.000+0000,005OH00000AbCcLYAV,2025-12-03T23:47:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9diwYAA,False,,24261206,0030A0000029fkHQAQ,0010A000002w3r2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/3*
----------------
Debra Boyce-taylor
11096 TIM NIBLETT
trying to log into Workspace. i thought i had my own email login. 
105-980 FRASER DR - wrong address
115-980 FRASER DR - correct address 
10037143

""We've identified that the policy you are inquiring about is a former Gold Key policy that will not be accessible in your existing Workspace access for MGA business. Please complete this form, our Distribution Methodology will review and advise if you can obtain a Workspace account for your former Gold Key business.""

*email*
----------------
Good afternoon Debra,

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to log into Workspace but were running into some problems with the login page. We were able to guide you to the correct log in page and help you log into Workspace successfully. We also submitted an email on your behalf to correct your business address. Next, the conversation turned to an older GWL policy, since you are a national account, you will not be able to see this in your current Workspace. Please follow the directions below to request access to a Service Only account, they will only grant it if it is possible to view the policy information in Workspace as per our discussion. If you have questions or concerns, please reply to this email.

We've identified that the policy you are inquiring about is a former Gold Key policy that will not be accessible in your existing Workspace access for your business. Please complete this form, our Distribution Methodology will review and advise if you can obtain a Workspace account for your former Gold Key business.

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Contract and Licensing, 

The MA under Tim Niblett 11096 Debra Boyce-taylor had some trouble authenticating today due to the business address in Siebel being incorrect. Please correct.

105-980 FRASER DR - wrong address
115-980 FRASER DR - correct address

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T23:34:51.000+0000,False,False,005OH000008919xYAA,2025-12-03T23:01:33.000+0000,005OH000008919xYAA,2025-12-03T23:34:51.000+0000,005OH000008919xYAA,2025-12-03T23:34:51.000+0000,(905)875-3366,,tim@donaldsonniblettfinancial.com,(905)875-3574,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9e0fYAA,False,,24261211,0030A0000029gGpQAI,0010A000002w4KhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked User ID prevening User from Login to their Workspace account,Medium,"Locked User ID prevening User from Login to their Workspace account

Thanks for help Carl !
Best
Cindy Tsai



Hi Cindy,

Here is a phone recap. 

•	During our call we reset your User ID password. 
•	You were having difficulties finding your authenticator on your mobile phone. 
•	You will call us again tomorrow. 


Have a wonderful evening!


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: CL Workspace Support 
Sent: Wednesday, December 3, 2025 3:18 PM
To: cindygctsai2@gmail.com
Subject: RE: Phone Call - Workspace Login Issue - C24261211

Hi Cindy, 

Here is what you need to input in the User ID field: 

 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: CL Workspace Support 
Sent: Wednesday, December 3, 2025 3:12 PM
To: cindygctsai2@gmail.com
Subject: Phone Call - Workspace Login Issue - C24261211

Hi Cindy,


Your User ID password has been reset. Please use the temporary password provided to you in our phone call. 

Next steps:

1.	Go to the Canada Life Self-Care page: Sign in | Canada Life

2.	Log in using your User ID and the temporary password provided to you during our phone call

o	If you are updating your RepNet ID profile, add @clext after your ID (e.g., Abcde@clext). For example if your username is carl, then you would enter carl@clext

3.	Once logged in, enter: 

o	Current Password: Temporary password provided above
o	New Password: Your chosen permanent password
o	Re-enter New Password: Confirm your new password

4.	Click Save Changes.

Password Rules:

•	8–12 characters
•	Must include upper and lower-case letters and numbers
•	Cannot be the same as your last five passwords
•	Cannot match your User ID or contain your name
•	No spaces allowed


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

 888-252-1847",True,2025-12-03T23:25:18.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T23:01:43.000+0000,0055o000001zVCKAA2,2025-12-03T23:37:27.000+0000,0055o000001zVCKAA2,2025-12-03T23:37:27.000+0000,(604)618-3738,,cindygctsai2@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9hMnYAI,False,,24263087,0030A00000BHpFxQAL,0010A00000Bs4ILQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access issue - Authenticator,Medium,"***DDS Dec.3/2025***
User was having issues accessing Workspace. Had the User go back to her Workspace account and try to login and input the code generated in their Salesforce Authenticator and they were able to gain access to Workspace successfully

****Email****
Hello Danielle,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding the access issue you were having with Workspace.

We’re happy we were able to assist you in successfully accessing your Workspace account.
 
As a reminder, whenever you log in to your Workspace account, please open the Salesforce Authenticator app to gain access to your Workspace account.
 
If you have any issues with this or questions regarding Workspace, feel free to reply to this email and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T00:48:33.000+0000,False,False,005OH00000BFQFBYA5,2025-12-04T00:29:16.000+0000,005OH00000BFQFBYA5,2025-12-04T00:48:33.000+0000,005OH00000BFQFBYA5,2025-12-04T00:48:33.000+0000,(403)471-0708,,danielle@honourlifeinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9hjMYAQ,False,,24270183,003G000001M7wVdIAJ,0010A000004l6GgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reconnect Authenticator,Medium,"Reason for call: Disconnect and reconnect authenticator, user got new phone
Authentication: Yes/No, which rotation: Yes, n/a 
•	Troubleshooting steps completed: disconnect authenticator via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication
====================
Hello Stephanie, 

Thank you for contacting Workspace Support. It was our pleasure in helping you reconnect your Authenticator to your new phone and gain access to your Workspace account. 

Your voice matters. Let us know what you thought about the service today by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T15:37:22.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T15:30:18.000+0000,005OH00000BFQFGYA5,2025-12-04T15:40:33.000+0000,005OH00000BFQFGYA5,2025-12-04T15:40:33.000+0000,(416)552-3004,(416) 937-5975,stephanie@basiswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000h9inZYAQ,False,,24262380,0030A0000029idVQAQ,0010A000002w6JOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DSFA – Unable to Generate or Print TFSA Application Documents (Error: ‘We cannot generate this document’)” - WSL,Medium,"Application Type: TFSA
Issue: Customer was unable to generate or print the application documents in DSFA. Error displayed: “We cannot generate this document.”
Context:

Customer initially attempted to complete the application using DocuSign but encountered issues.
They decided to cancel the DocuSign process and try the Print and Sign option instead because the client was waiting to sign.
When attempting to print, the same error occurred, preventing document generation.


Troubleshooting Performed:

Agent guided the customer to check Chrome settings (PDF download settings) as per KB0022969.
Issue persisted despite troubleshooting.


Customer Action:

Customer will send screenshots of the error for escalation.
Immediate priority was resolving the issue for the client, so escalation was offered.


Next Steps:

Await screenshots from the user




===================EMAILS======================
Hi Tad, 

Thank you for contacting Workspace Support.  

As discussed during our call, can you send us screenshots of the errors message displayed when you received the Docusign emails?

Can you also send us a screenshot of the error when trying to use the Print option instead of using the digital Docusign signature process?

Thanks for your help. 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-02T18:23:21.000+0000,False,False,0055o000001zVCKAA2,2025-12-03T23:47:45.000+0000,0055o000001zVCKAA2,2026-01-02T18:23:21.000+0000,0055o000001zVCKAA2,2026-01-02T18:23:21.000+0000,(780)439-3535X2,780-990-8291,apexfinancialservicesinc@gmail.com,(780)439-2115,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9kZAYAY,False,,24263118,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application Visibility issue - INC1926869,Medium,"*** DDS 15DEC2025 ***

NBN team reached out to advisor Dec 9 - they were able to submit the app using EFT option, closing case
*** DDS 04DEC2025 *** INC1926869 submitted

Authenticated? N/A
-Full name: Yes
-2AAC: Ok (2)
-Last login date: N/A
-Firm/MGA name: N/A
-Province of practice: N/A
-Used LogMeIn? No
-Advisor code(s): E2507/E2508

Caller had a visibility issue while submitting a new application.
Caller was submitting an insurance application. After selecting payment mode: Credit Card, they received an error stating they were using a “not private” connection. After allowing the payment, the application disappeared. The advisor checked their New Business Web app dashboard in a different browser but could not find the application. Application number unknown.
Caller would like to know if the application was created or submitted or not.

-----------------------------------Email of Escalation to WSL---------------------

Hello W.S.Leaders,

Please review and advise on resolution.

Issue:
Caller was submitting an insurance application. After selecting payment mode: Credit Card, they received an error stating they were using a “not private” connection. After allowing the payment, the application disappeared. The advisor checked their New Business Web app dashboard in a different browser but could not find the application. Application number unknown.
Caller would like to know if the application was created or submitted or not.

Troubleshooting Performed:
•	Cleared browser cookies.
•	Closed and reopened the browser. Issue persisted.

Advisor Details:
o	Salesforce ID: 0035o000004H7aKAAS
o	Advisor Name: SANJIV SAWH
o	Advisor Code: E2507/E2508
o	Authenticated: N/A
o	Application Owner/Insured: CORY BENNETT
o	Insured DOB: 14 Oct 1995
o	Application Type: Insurance – Whole Life + CI (New Business Web App)
o	Contact Type: Phone
o	Email: ssawh@cwpinc.ca
o	Phone: (416) 450 9000

Additional notes: A confirmation of escalation was sent to the advisor.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:36:31.000+0000,False,False,005OH000006wv2TYAQ,2025-12-04T00:31:32.000+0000,005OH00000AbCcLYAV,2025-12-15T15:36:31.000+0000,005OH000006wv2TYAQ,2025-12-15T15:36:31.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9lQMYAY,False,,24261989,0030A0000029YIbQAM,0010A000002vxlUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application issue on Workspace,Medium,"***Dec.3/2025***
User was having an issue when completing the NB application, Did a logmein session with the user and had him complete the questions marked with an asterisk. He was able to proceed with the application with no issues.

****Email****

Hello Stefano,

Thanks for contacting the Workspace Support team regarding the issue you were having when completing the New Business Application.

During our call, we did a log me in session and we were able to resolve the issue you were having when proceeding with the Application.
If you have any additional questions or come across any more issues, please do not hesitate to reach out to us.

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you in our Survey below. Thanks in advance.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-03T23:44:42.000+0000,False,False,005OH00000BFQFBYA5,2025-12-03T23:30:39.000+0000,005OH00000BFQFBYA5,2025-12-03T23:50:31.000+0000,005OH00000BFQFBYA5,2025-12-03T23:50:31.000+0000,(905)731-1984,416-294-5286,stefano.pellegrino@live.com,(905)731-5536,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9o3IYAQ,False,,24262323,003G0000018f7NWIAY,0010A000002wPTBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy visibility issue,Medium,"User is not having access to policy 25224632
>>> Advised that the policy is owned by a different agent on WS and to reach out to the commissions team for confirmation, if no AOR change form submitted, provided the form and process.

----------------------------------------EMAIL---------------------------------------
Hi Mackenzie,

Regarding policy 25224632, the Agent of Record (AOR) listed in Workspace is not Michael Glenn English but a different agent.

Please note that Michael Glenn English is the AOR for some policies under the same owner (DR EDUARDO SEGURA DENTISTRY PROFESSIONAL CORPORATION), but not for this specific policy.

If a Change of AOR form was previously submitted including policy 25224632, please check the status of that change with the Contracts and Commissions department by emailing: CanadaLife.Contracts&Licensing@CanadaLife.com 

If no form was submitted, please advice the advisor to complete and send the attached form to the email address indicated on the form.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 3, 2025 7:32 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: ACTION REQUIRED: Setting up MGA Workspace - Case 23999800

See below client account for example

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Michael English <mike@uncovertherisk.com> 
Sent: December 1, 2025 1:01 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace - Case 23999800

25224632 www. uncovertherisk. com Mike English, CFP® , CHS, EPC Certified Financial Planner Investment Representative, Quadrus Investment Services LTD 18 – 347 Pido Road Peterborough, ON, K9J 6X7 Cell: 705-760-0651 mike@ uncovertherisk. com The
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



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25224632

 

www.uncovertherisk.com
Mike English, CFP® , CHS, EPC
Certified Financial Planner
Investment Representative, Quadrus Investment Services LTD
18 – 347 Pido Road
Peterborough, ON, K9J 6X7
Cell: 705-760-0651
mike@uncovertherisk.com 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 1, 2025 10:27 AM
To: Michael English <mike@uncovertherisk.com>
Subject: FW: ACTION REQUIRED: Setting up MGA Workspace - Case 23999800

Do you have a MGA policy number I can give them?

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 7:31 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace - Case 23999800

Hi Mackenzie, 

If the WS account was created recently, this may explain why the full data has not yet flowed into Workspace. If that is not the case, please ask them to contact our team and provide details of any active policies they are unable to locate in their account, so we can investigate the cause of the visibility issue.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November 25, 2025 9:55 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace - Case 23999800

Great! Are you able to confirm why he is not seeing any client listings? 

Thanks, 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 24, 2025 5:57 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace - Case 23999800

Hi Mackenzie,

Thank you for contacting Workspace Support team.  

Please note that advisor MICHAEL GLENN ENGLISH, have active Workspace MGA account.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November 24, 2025 7:25 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: ACTION REQUIRED: Setting up MGA Workspace

Hi There, 

Can you confirm is Mike English is set up on MGA workspace? 

Thanks, 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Michael English <mike@uncovertherisk.com> 
Sent: November 21, 2025 2:16 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] Re: ACTION REQUIRED: Setting up MGA Workspace

Last week www. uncovertherisk. com Mike English, CFP® , CHS, EPC Certified Financial Planner 18 – 347 Pido Road Peterborough, ON, K9J 6X7 Cell: 705-760-0651 mike@ uncovertherisk. com The contents of this communication, including any attachment(s),

Last week

 
 
www.uncovertherisk.com
Mike English, CFP® , CHS, EPC
Certified Financial Planner
18 – 347 Pido Road
Peterborough, ON, K9J 6X7
Cell: 705-760-0651
mike@uncovertherisk.com

	
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed

________________________________________
From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Sent: Friday, November 21, 2025 2:15:03 PM
To: Michael English <mike@uncovertherisk.com>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace 
 
Did you just register?
 
Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: Michael English <mike@uncovertherisk.com> 
Sent: November 21, 2025 11:25 AM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace
 
Hi Mackenzie, I have a Workspace log in for MGA?AGA but when I get in there are no clients, is this normal? www. uncovertherisk. com Mike English, CFP® , CHS, EPC Certified Financial Planner Investment Representative, Quadrus Investment Services
Hi Mackenzie,
I have a Workspace log in for MGA?AGA but when I get in there are no clients, is this normal?
 
 
 
 
 
www.uncovertherisk.com
Mike English, CFP® , CHS, EPC
Certified Financial Planner
Investment Representative, Quadrus Investment Services LTD
18 – 347 Pido Road
Peterborough, ON, K9J 6X7
Cell: 705-760-0651
mike@uncovertherisk.com 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed
 
 
 
From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November 20, 2025 10:32 AM
To: Michael English <mike@uncovertherisk.com>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace
 
Hi Mike, 
 
Here is your activation code and advisor code: 
 
Activation Code: 1-B9CLAN 
Advisor Code: B0500
 
Thanks, 
 
Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: Michael English <mike@uncovertherisk.com> 
Sent: November 20, 2025 9:58 AM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace
 
It is step 4 that I have not gotten. I have searched my email but no email from distribution_methodology for MGA set up. Now that could be because up until last week the email on file was my freedom 55 one. www. uncovertherisk. com Mike English,
 
It is step 4 that I have not gotten.
I have searched my email but no email from distribution_methodology for MGA set up.
Now that could be because up until last week the email on file was my freedom 55 one.
 
 
 
www.uncovertherisk.com
Mike English, CFP® , CHS, EPC
Certified Financial Planner
Investment Representative, Quadrus Investment Services LTD
18 – 347 Pido Road
Peterborough, ON, K9J 6X7
Cell: 705-760-0651
mike@uncovertherisk.com 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed
 
 
 
From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November 19, 2025 3:37 PM
Subject: ACTION REQUIRED: Setting up MGA Workspace
Importance: High
 
I trust that this email finds you well.
 
You have not registered for Canada Life (MGA) Workspace. You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. Please complete this by Monday November 24th. 
 
“With the Canada Life direct insurance contract changes happening in 2026 you will need to register for MGA Workspace so that you can continue to write insurance business with Canada Life through your MGA contract.
 
You will be able to link your Canada Life direct Workspace account with you MGA Workspace account for ease of use moving forward”
 
Please see slideshow above for instructions on how to register.
 
*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.
 
Kindly let me know if you require any assistance or need to know your activation code.
 
Thank you,
 
 
Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-03T23:45:08.000+0000,False,False,005OH00000AbCcLYAV,2025-12-03T23:45:08.000+0000,005OH00000AbCcLYAV,2025-12-03T23:45:08.000+0000,005OH00000AbCcLYAV,2025-12-03T23:45:08.000+0000,(705)742-7475,(705) 760-0651,mike@uncovertherisk.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000h9ubjYAA,False,,24262805,003G000001lFKfeIAG,0010A000002wSyVQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User's DOB appears incorrectly in DSFA,Medium,"User's DOB appears incorrectly in DSFA


Hi Ryan, 

I am sorry for the delay I am waiting for a response from one of our group regarding your issue. 

We will communicate with you early next week once we have an update. 

Have a wonderful weekend. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

No I didn’t , that’s how it displays when I load the pre-populated data 

Ryan West
Insurance Advisor and Investment Representative 


From: Ryan West <ryan.west@glwealthssm.com> 
Sent: Friday, December 5, 2025 9:26 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Digital Seg fund platform issue - C24262805
Importance: High

Hello, Can you please advise if my initial concern, issue is still being investigated? My issue was never resolved, my DoB still pre-populates incorrect into the digital seg app platform. The last response I got just said I entered in wrong
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Hello,
Can you please advise if my initial concern, issue is still being investigated? My issue was never resolved, my DoB still pre-populates incorrect into the digital seg app platform. 
The last response I got just said I entered in wrong and didn’t address my issue as all. 
Ryan West
GREAT LAKES WEALTH ADVISORY GROUP





Hi Ryan, 

In the Owner section you entered March 12 for your date of birth: 


 

If the application is not yet submitted you can edit and change it. 

If the application is already processed, please check in Investment Centre to see if the DOB appears correctly. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






From: Ryan West <ryan.west@glwealthssm.com> 
Sent: Tuesday, December 2, 2025 9:36 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Digital Seg fund platform issue

Here are the screenshot, I think its only me. I don’t know, perhaps I entered my DoB incorrectly on digital apps back in nov 2024. Not sure where workspace pulls data from. Ryan West GREAT LAKES WEALTH ADVISORY GROUP Unit A – 27 Great Northern
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Here are the screenshot, I think its only me. I don’t know, perhaps I entered my DoB incorrectly on digital apps back in nov 2024. Not sure where workspace pulls data from. 
Ryan West
GREAT LAKES WEALTH ADVISORY GROUP
Unit A – 27 Great Northern Rd
Sault Ste Marie, ON, P6B 4Y4
Office: 705-574-0579 ex 245
Direct: 705-574-0583
Cell: 705-255-6216
Fax: 705-574-0588
Ryan.West@glwealthssm.com
Client Service Centre: 1-888-252-1847
 
This e-mail (including any attachments) is intended only for use by the person (s) to whom it is addressed and may contain confidential information. If this e-mail is not addressed to you note that any circulation, distribution or copying of this e-mail (including attachments) is strictly prohibited. If you have received this e-mail in error, please notify me immediately and permanently delete the original e-mail (including attachments) and any electronic or printed copy of it.
From: Workspace Support 
Sent: Monday, December 1, 2025 1:45 PM
To: Ryan West 
Subject: RE: Digital Seg fund platform issue
Hi Ryan, 
Thank you for contacting Workspace Support. 
Can you send us a screenshot of the search displaying your DOB incorrectly? 
Can you also tell us if it occurs with other clients or just with your own client record?
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Ryan West <ryan.west@glwealthssm.com> 
Sent: Friday, November 28, 2025 9:33 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Digital Seg fund platform issue
Importance: High
Hello, So I was in the digital platform exploring an application for myself, when I hit the populate information options and search myself in the client search, select myself I ran into an issue the system generated my date of birth incorrectly,
Hello,
So I was in the digital platform exploring an application for myself, when I hit the populate information options and search myself in the client search, select myself I ran into an issue the system generated my date of birth incorrectly, my DoB is revered, so instead of Dec 3 it shows March 12.
Is this a bug or just something incorrect for me?
Ryan West
GREAT LAKES WEALTH ADVISORY GROUP
Unit A – 27 Great Northern Rd
Sault Ste Marie, ON, P6B 4Y4
Office: 705-574-0579 ex 245
Direct: 705-574-0583
Cell: 705-255-6216
Fax: 705-574-0588
Ryan.West@glwealthssm.com
Client Service Centre: 1-888-252-1847
 
This e-mail (including any attachments) is intended only for use by the person (s) to whom it is addressed and may contain confidential information. If this e-mail is not addressed to you note that any circulation, distribution or copying of this e-mail (including attachments) is strictly prohibited. If you have received this e-mail in error, please notify me immediately and permanently delete the original e-mail (including attachments) and any electronic or printed copy of it.",True,2025-12-04T00:10:44.000+0000,False,False,0055o000001zVCKAA2,2025-12-04T00:10:44.000+0000,0055o000001zVCKAA2,2025-12-05T21:58:46.000+0000,0055o000001zVCKAA2,2025-12-05T21:58:46.000+0000,(705)574-0583,(705) 255-6216,ryan.west@glwealthssm.com,(705)574-0588,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,120.0
500OH00000hAW6YYAW,False,,24267278,0030A00000CSW1fQAH,0015o0000054OlxAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 4, 2025 ***
User wants to reset MFA with new phone. Authenticated with rotation 2, disconnected, connected new one, and sign in successful.
==============
Bonjour Luc,

C’était un plaisir de vous parler aujourd’hui pour vous aider à reconnecter votre authentificateur pour accéder à votre compte Espace Affaires.

Durant l’appel, j’ai déconnecté l’ancien authentificateur et je vous ai aidé à connecter Google Authenticator sur le nouvel appareil.

C’était un plaisir de vous aider aujourd’hui à accéder au compte Espace Affaires. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-04T14:48:25.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T14:36:07.000+0000,005OH00000AbJ7aYAF,2025-12-04T15:12:37.000+0000,005OH00000AbJ7aYAF,2025-12-04T15:12:37.000+0000,(514)235-0793,(514) 235-0793,luc.tremblay@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hAsZbYAK,False,,24268468,0030A00000B90wuQAB,0010A00000BjGR2QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access - ERR-W1283,Medium,"KB0017399 - assisted the advisor in unlocking the account successfully.
===================

Hi Ana,

Thank you for contacting the workspace support about getting an error ERR-W1283 when trying to access workspace.

We have identified that your access was locked due to multiple access failure using an incorrect detail. We have confirmed your details and updated everything, unlock and reset your password. We can also confirm that you were able to regain your access to workspace.

Appreciate your patience and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-04T15:20:52.000+0000,False,False,005OH00000BFPZHYA5,2025-12-04T15:00:53.000+0000,005OH00000BFPZHYA5,2025-12-04T15:27:13.000+0000,005OH00000BFPZHYA5,2025-12-04T15:27:13.000+0000,(204)292-2140,(204) 292-2140,analiza.protacio@alpfinancial.ca,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hAtnKYAS,False,,24267425,0030A0000029ZRhQAM,0010A000002vyifQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issues and Authenticator Link,Medium,"***DDS 2025-12-04***
User was having issues logging in to Workspace.
DDS guided user to password reset self-serve.
User needed assistance linked Authenticator.
DDS assisted user in linking Authenticator.
 
================================================================================
****Email Chain**
Bonjour Martine,

Merci pour votre appel concernant votre accès à l’Espace Affaires. Nous sommes très heureux que nous avons pu vous aider à accéder à votre compte Espace Affaires et a lier votre Authentificateur à votre compte.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:48:58.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T14:39:20.000+0000,005OH00000AX0rVYAT,2025-12-04T14:48:58.000+0000,005OH00000AX0rVYAT,2025-12-04T14:48:58.000+0000,(514)944-1113,,martineprovencher@videotron.ca,(450)978-4994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hAu51YAC,False,,24264717,0030A0000029mgHQAQ,0010A000002w9enQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP - Orchid Error Code,Medium,"•	Reason for call: Orchid error code when trying to submit app via SP
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: Steps in KB0022199  
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0022199  
=====================
Hello Rob,

Thank you for contacting Workspace Support. We are actively working on resolving the issue you are having for the Application#:  60924444-5 in Simple Protect resulting in the Orchid error code. 

We have escalated the issue to our back-end team. As soon as we have a response, we will contact you. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Rob Andrus <rob@familywealth.ca> 
Sent: December 4, 2025 8:24 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Error Code Orchid

Please assist. Rob Andrus Managing Director, Family Wealth Concepts Senior Wealth Advisor, Worldsource Financial Management Inc. 27 Leenders Lane Erin Ontario N0B 1T0 P: 905. 918. 3800 Ext. 122 ● F: 905. 918. 3801 ● TF: 1. 855. 918. 3800 rob@ familywealth. ca
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Please assist.

Rob Andrus
Managing Director, Family Wealth Concepts
Senior Wealth Advisor, Worldsource Financial Management Inc.

27 Leenders Lane   Erin  Ontario   N0B 1T0
P: 905.918.3800 Ext. 122  ●  F: 905.918.3801 ● TF: 1.855.918.3800 
rob@familywealth.ca  ●  www.familywealth.ca

Schedule a Call

Connect on LinkedIn


This email and any attachments are intended only for the recipient(s) named in this email and may contain personal and/or confidential information. If you have received this email in error, please email the sender immediately, and delete the original email. Dissemination, distribution, or copying of all or any part of this message by anyone other than the intended recipient(s) is not authorized. Mutual funds and some segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other insurance products and related services are offered through Family Wealth Concepts Ltd.",True,2026-02-04T19:52:31.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T13:21:19.000+0000,005OH00000BFQFGYA5,2026-02-04T19:52:31.000+0000,005OH00000BFQFGYA5,2026-02-04T19:52:31.000+0000,(905)918-3800,,rob@familywealth.ca,(905)918-3801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hAuD5YAK,False,,24264753,003G0000019nA7pIAE,0010A00000ALdBeQAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,FASATWeb,Medium,"***DDS*** 12/04/25
Name: Nicole Godda
Phone:
Agent code:
Reference: KB0018605 and KB0015637

Hello Nicole,

Thank you for confirming everything is good now, I will close out the ticket.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Nicole Godda <nicole.godda@genierfinancial.com> 
Sent: December 4, 2025 8:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Subject: [EXT] RE: 24264753 - RE: WS - FASATWeb

Good morning Everything seems to be working properly this morning…. thanks for taking care of the issue. Will reach out if I have any further issues. Nicole Nicole Godda Operations Leader Genier Financial Services Inc ----------------------------------------------------------------------
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning

Everything seems to be working properly this morning….thanks for taking care of the issue.

Will reach out if I have any further issues.

Nicole

Nicole Godda
Operations Leader
Genier Financial Services Inc
----------------------------------------------------------------------
Phone:      705-360-5555
Email:      nicole.godda@genierfinancial.com
Website:   genierfinancial.com
Address:  174 Third Avenue, Timmins, Ont, P4N 1C8





***DDS*** 12/04/25
Name: Nicole Godda 
Phone: 
Agent code: 
Reference: KB0018605 and KB0015637

Good morning Nicole,

Thank you for contacting the Workspace support group regarding FASATWeb

Please confirm if you are unable to access or view the FASAT Web link in Workspace.

If so please Provide the following:

•	Advisor Code (Comp code)
•	Name
•	User ID (formerly RepNet ID)
•	Best contact phone number
•	Any screenshots of error messages or blank screen with URL bar.


But please try Clearing Cookies and Cache in Google Chrome

Instructions
1.	Open the Google Chrome browser
2.	Select the 3 vertical dots in the top right-hand side of the browser
  
 

3.	Find the section called Privacy and Security and select Clear browsing data

  
 

4.	Ensure that Time Range is set to All Time, and the 2 checkmarks are in Cookies and other site data and Cached Images and Files.  
5. Please close and relaunch the browser.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: December 3, 2025 10:36 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Godda, Nicole <nicole.godda@genierfinancial.com>
Subject: FW: WS - FASATWeb

Hi there, 

Nicole has not been able to access FASATWeb all week, could you please assist? 

Kindly see her email below. 

Thank you, 

Jenn 



Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Nicole Godda <nicole.godda@genierfinancial.com> 
Sent: December 3, 2025 9:26 AM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Subject: [EXT] WS - FASATWeb

Good morning Jennifer Hope all is well…. . question for you I have been trying to login to FasatWeb since Monday and I can get as far as seeing the Detailed Activity but when I try to export it excel I get the following message and this
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Jennifer

Hope all is well…..question for you I have been trying to login to FasatWeb since Monday and I can get as far as seeing the Detailed Activity but when I try to export it excel I get the following message and this is for all advisors. I download the details for them each Monday.

404 - File or directory not found.
The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable.

Is the system down? If so do we know for how long?

Thanks Nicole

Nicole Godda
Operations Leader
Genier Financial Services Inc
----------------------------------------------------------------------
Phone:      705-360-5555
Email:      nicole.godda@genierfinancial.com
Website:   genierfinancial.com
Address:  174 Third Avenue, Timmins, Ont, P4N 1C8",True,2025-12-04T13:23:21.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T13:23:21.000+0000,005OH00000BGeeHYAT,2025-12-04T13:54:40.000+0000,005OH00000BGeeHYAT,2025-12-04T13:54:40.000+0000,(705)360-5555,,nicole.godda@genierfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hAx9QYAS,False,,24266307,003G0000018f7L1IAI,0010A000002wPQiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User ID Password,Medium,"BRIAN MOORE
user needs assistance with resetting their password to access their User ID.
Advised user that they can do it through the reset password option on the RepNet link or if that doesn't work, we can reset it for them over the phonebut they need to call us.

Email:
----------
Hello Brian,

It was brought to our attention that you needed assistance with resetting the password for your User ID. I am happy to provide directions to assist you with this.

You can reset your password for your User ID with the link below. Please visit the link and select the option that says ‘Forgot password?’
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do

If you cannot reset it through this link. We would be able to do this over the phone with you. However, to help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: December 3, 2025 3:39 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: TODO: You’re almost there - set up your Canada Life Workspace (MGA) today 
Importance: High

Hello,

Can you reset the password for Brian Moore, user ID BRIANMOORE so he can continue with his MGA Workspace registration please?

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Brian Moore <brian.moore@miig.ca> 
Sent: December 2, 2025 5:58 PM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Subject: [EXT] RE: TODO: You’re almost there - set up your Canada Life Workspace (MGA) today 

Hi Patrick, Thank you for the reminder. Please have my password reset and I’ll complete the process. Talk soon, Brian Moore Partner | Moore Investments & Insurance Group Ltd Investment Representative | Quadrus Investment Services Ltd. Office: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Patrick,

Thank you for the reminder.

Please have my password reset and I’ll complete the process.

Talk soon,

Brian Moore
Partner | Moore Investments & Insurance Group Ltd
Investment Representative | Quadrus Investment Services Ltd.
Office: 613.695.8611 x1300
www.miig.ca",True,2025-12-04T14:15:26.000+0000,False,False,005OH00000BGf2TYAT,2025-12-04T14:15:26.000+0000,005OH00000BGf2TYAT,2025-12-04T14:16:27.000+0000,005OH00000BGf2TYAT,2025-12-04T14:16:27.000+0000,(613)695-8611X1300,(613) 294-4192,brian.moore@miig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hAxxOYAS,False,,24268177,003OH00000M98GFYAZ,001OH00000Quw7iYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"#Primerica Workspace registrataion ""something went wrong error""",Medium,"****Samantha****December 5, 2025

Currently holding off on registration for this user because of a SWW error
====================================================================

KENNETH WISE	
P5738
Advisor is trying to register for workspace but they were getting Something went wrong error message. issue has been escalated to 2nd level support.

=============================================================================

****Email Chain****

Hello Kenneth,

This is Samantha following up on our phone call regarding an issue you have registering for Workspace.

We are aware of the issue you have registering for your Workspace account. As soon as we resolved this issue, I will reach out to you.

In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T15:33:55.000+0000,False,False,005OH000002iN7pYAE,2025-12-04T14:55:25.000+0000,005OH00000BFiyTYAT,2025-12-04T15:41:00.000+0000,005OH000002iN7pYAE,2025-12-04T15:41:00.000+0000,(519)628-5365,,kwise@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hAzvwYAC,False,,24264733,0030A0000029Z4HQAU,0010A000002vyPMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Locked out of Workspace,Medium,"Caller Name: SAM MUKHI
Advisor or support staff: Advisor 
Advisor Code: E3739
Advisor Name: SAM MUKHI	
Phone: (819) 243-8723
Email: sam.mukhi@scotiawealth.com	
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Locked out of Workspace

FINDINGS: SF not locked/active too.
Checked ISAM, found 2 user IDs with his name, 
Smukhi1@clext active and tied to 	sam@onelifewealth.com and Insuranceman1@clext active and tied to 	sam.mukhi@scotiawealth.com


https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o0000026EWkAAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000006kMOkAAM%26cntc%3D0035o000006kMOkAAM%26id%3D0055o0000026EWkAAM


--------------------------------------***DDS  12/08/2025***--------------------------
RESOLUTION:  SENT FINAL FOLLOW UP. ADVISED HIM TO CALL HIM
--------------------------------------***DDS  12/08/2025***--------------------------
Hello Sam,

Following up on the email below. As we have not received a response, I’ll close the request, should you still need assistance, please give us a call so we can authenticate and further assist, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/05/2025***--------------------------
UPDATE RECEIVED NOTED BELOW
HE'S MENTIONED HE CAN'T ACCESS HIS PHONE, ASKED FOR CLARITY
NATIONAL ACCT SO HE WOULD RECEIVE 5 DIGIT CODE EMAILED FOR MFA
HE NOTED HE NEEDS HELP TO RE-SET THE PASSWORD BUT WHEN CHECKED THE USR LOGINS, IT SHOWS HE'S BEEN SUCCESSFUL IN ACCESSING WORKSPACE WITHOUT ISSUES.
Jonathan at question corner noted it will show they used the correct email/password/association but it doesn't say if they authenticated.

SENT FOLLOW UP INQUIRING FURTHER

--------------------------------------***DDS  12/05/2025***--------------------------
Hello Sam,

Thanks for the update. 

I checked your profile and can see you successfully used your email/password/correct association to access Workspace yesterday and so I don’t think you will need to re-set your password.

Please clarify “I still cannot access my mobile device”

When you enter your email/password, you then need to authenticate using the 5-digit code sent to your email. Is the code not working? Are you not receiving it?

Are you receiving any error messages/numbers? Please send a screenshot of the page you’re stuck on so we can better assist.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/05/2025***--------------------------
UPDATE EMAIL RECEIVED
--------------------------------------***DDS  12/05/2025***--------------------------
Hello Anita,

Thank you for following up. Yes, I still cannot access my mobile device. I need help to re-set the password.
If anyone has time to call me to get this done, I would appreciate it.
If not, I will just have to call when I have a minute…. It’s been very, very hectic the past couple of weeks and I am prioritizing my work. 
So, in the coming couple of weeks, once it slows down a bit, I will call and get this done.

Thank you kindly for following up. I appreciate it. 


Sam Mukhi
Conseiller en assurance | Insurance Consultant 
_________________________________________________________________                                      
Gestion de patrimoine Scotia® | Services d’assurance Gestion de patrimoine Scotia inc.,
Agence d’assurance et filiale de Scotia Capitaux inc. 
Scotia Wealth Management® | Scotia Wealth Insurance Services Inc.,
Insurance Agency and Subsidiary of Scotia Capital Inc. 
Suite 410- 200, Montcalm Street, Gatineau, QC, Canada J8Y 3B5
T 819.243.8723 M 418.558.7564
sam.mukhi@scotiawealth.com
www.ScotiaWealthManagement.com



--------------------------------------***DDS  12/05/2025***--------------------------
2ND FOLLOW UP SENT. 
CHECKED AND SEE HE'S SIGNED INTO WORKSPACE 12/4/2025 4:21 PM.
--------------------------------------***DDS  12/05/2025***--------------------------
Hello Sam,

Following up on the below email. Please let us know if you’re still having issues/require assistance, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/04/2025***--------------------------
SENT INSTRUCTIONS AND REQUESTED MORE INFO
--------------------------------------***DDS  12/04/2025***--------------------------
Hello Sam,

Thanks for contacting Workspace Support.

Please let us know if you’re receiving any error messages when trying to sign into Workspace.

Please provide us with the error #, it may look like ERR-W followed by a few numbers, please also provide a screenshot, thanks.

Please also ensure you’re going to Workspace, if possible, please try to sign in from another browser/device to test and let us know, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/04/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/04/2025***--------------------------
Hello,

My Advisor code is : E3739

I was working in Workspace earlier today.
I later tried going in to complete an application and, out of the blue, it locked me out.

Please call me tomorrow morning urgently to assist me to log back in.
If possible, please call me before 8:30 a.m.

Please call me at my office number below- (819) 243-8723

Thank you,

Sam Mukhi
Conseiller en assurance | Insurance Consultant 
_________________________________________________________________                                      
Gestion de patrimoine Scotia® | Services d’assurance Gestion de patrimoine Scotia inc.,
Agence d’assurance et filiale de Scotia Capitaux inc. 
Scotia Wealth Management® | Scotia Wealth Insurance Services Inc.,
Insurance Agency and Subsidiary of Scotia Capital Inc. 
Suite 410- 200, Montcalm Street, Gatineau, QC, Canada J8Y 3B5
T 819.243.8723 M 418.558.7564
sam.mukhi@scotiawealth.com
www.ScotiaWealthManagement.com",True,2025-12-08T13:08:18.000+0000,False,False,005OH00000AUS7aYAH,2025-12-04T13:22:19.000+0000,005OH00000AUS7aYAH,2025-12-08T13:08:18.000+0000,005OH00000AUS7aYAH,2025-12-08T13:08:18.000+0000,(819)243-8723,,sam.mukhi@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB0vFYAS,False,,24265167,0030A00000Be9teQAB,0010A00000CEIIzQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Workspace ERR-W1283,Medium,"Caller Name: Kavinila Radha
Advisor or support staff: Advisor support
Advisor Code: D3094 MGA. 98644 xferred. also provided MA062 ADSL and MA053.
Advisor Name: MARLENE DA COSTA	
Phone: 
Email: kavinila.radha@continuumfc.ca 		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Can't access Workspace ERR-W1283. 

FINDINGS: ERR-W1283 IS KB0017399. 

--------------------------------------***DDS  12/04/2025***--------------------------
UPDATED RESOLUTION: DISCUSSED WITH JENNIFER, THIS SUPPORT STAFF DOES NOT NEED ADVISOR SOLUTIONS WORKSPACE AS PER THIS MESSAGE. JENNIFER NOTED JUST TO FILE THE MESSAGE AND LET DM RESPOND.

EMAIL RECIEVED FROM LEANNE HUTTON
--------------------------------------***DDS  12/04/2025***--------------------------
Good morning,

Kavi no longer needs FSCSS under MISC. She only needs Just FHIHO/CNTREXCEL on MGA side going forward.

Thanks!

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
  
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Leanne Hutton (she/her)

--------------------------------------***DDS  12/04/2025***--------------------------
RESOLUTION:
CALLED ASSIST DESK/JENNIFER TO GET CLARITY ON AUTHENTICATION AS PER DEC ROTATION 2 QUESTIONS--she was only providing 1 advisor code
during the call with Jennifer/assist desk, we determined
 as its a full license /unique situation/listed as internal employee still. Jennifer chatted with Charles and noted Kavinila will need to reach out to 
ANDigitalSupport@canadalife.com
explain to her that its an onboarding concern and she needs to reach out to AnDigital Support to clear up the onboarding/offboarding issue first.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000002FU2qAAG%3Fnoredirect%3D1%26isUserEntityOverride%3D1

--------------------------------------***DDS  12/04/2025***--------------------------
sent an updated message.
--------------------------------------***DDS  12/04/2025***--------------------------
Hello Kavinila,

Thank you for contacting Workspace Support today regarding receiving ERR-W1283 when trying to login under Advisor Solutions.

Thanks for your patience during the call, much appreciated.

As discussed, your profile is still listed as an internal Canada Life employee however as you noted you no longer work for Canada Life. 

Please have your leader reach out to ANDigitalSupport@canadalife.com to have them check your profile onboarding/offboarding as you’re still listed as an internal employee. Also if you’re an FSC or Continuum user and what the issue is you’re having.

They will be able to help resolve this in the system/make any necessary changes. 

Depending on what they say/changes made, you may either be able to then sign into Workspace under Advisor solutions, or they may then refer you to contact us again to help with the changes they’ve made to your profile.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



--------------------------------------***DDS  12/04/2025***--------------------------
Hello Kavinila,

Thank you for contacting Workspace Support today regarding receiving ERR-W1283 when trying to login under Advisor Solutions.

Thanks for your patience during the call, much appreciated.

As discussed, your profile is still listed as an internal Canada Life employee however as you noted you no longer work for Canada Life. 

You will need to reach out to ANDigitalSupport@canadalife.com to have them check your profile onboarding/offboarding as you’re still listed as an internal employee. 

They will be able to help resolve this in the system/make any necessary changes. 

Depending on what they say/changes made, you may either be able to then sign into Workspace under Advisor solutions or they may then refer you to contact us again to help with the changes they’ve made to your profile.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-04T14:25:55.000+0000,False,False,005OH00000AUS7aYAH,2025-12-04T13:40:24.000+0000,005OH00000AUS7aYAH,2025-12-04T16:26:24.000+0000,005OH00000AUS7aYAH,2026-01-30T14:55:37.000+0000,(877)278-3837,,workflow@continuumfc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB1RUYA0,False,,24265792,003G0000018f6xCIAQ,0010A000002wOzqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access GRS account,Medium,"Wendy Riley, CFP
wendy.riley@rileyfinancial.ca
Advisor is not able to access GRS account. tried to clear cache and cookies. Tried to connect them with service desk but call was ended by the customer.

Hello Wendy,

Thank you for calling workspace support. I am so happy to take your call today. 

In our today’s call, you could not login to your GRS account. You were getting error message that you don’t have permissions to open this link. We tried to clear cache and cookies, and the error was still same. I was trying to connect you with service desk, and the call was ended from your end. Please contact service desk at 1-800-459-5141 to get assistance.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:21:45.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T14:01:40.000+0000,005OH00000BFiyTYAT,2025-12-04T14:21:45.000+0000,005OH00000BFiyTYAT,2025-12-04T14:21:45.000+0000,(613)771-1244,,wendy.riley@rileyfinancial.ca,(613)902-5093,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB1jJYAS,False,,24267161,0030A0000029hfGQAQ,0010A000002w5VbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor needed help getting into workspace.
***********
Hi Andrew , thank you for contacting the workspace support today.

To recap our call, I assisted you with navigating to the workspace account and you were able to successfully log on. The rep net website has been decommissioned you will only use Workspace in the future. If you have any issues, please let me know in your response.



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:46:33.000+0000,False,False,005OH00000BFQFCYA5,2025-12-04T14:33:46.000+0000,005OH00000BFQFCYA5,2025-12-04T14:46:33.000+0000,005OH00000BFQFCYA5,2025-12-04T14:46:33.000+0000,(416)313-2501,,andrew.sipes@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB3OQYA0,False,,24264827,003OH00000QgactYAB,001OH00000WTHsmYAH,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace registration,Medium,"***DDS*** 12/04/25
Name: Sam Julien
Phone: 
Agent code: 
Reference: KB0018469

Hello Sam,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding MGA Workspace registration.
 
To help you with this, we need to connect with you over the phone.  

Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: December 3, 2025 3:19 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Julien, Sam <sam.julien@healyfinancial.ca>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: 24264827 - MGA Workspace access

Hello, 

Can you please connect with Sam and book some time to assist him with getting his MGA Workspace registration completed?  He has run into some issues.

Thank you,
Rachel

Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857

In partnership with:

Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-04T13:27:14.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T13:27:14.000+0000,005OH00000BGeeHYAT,2025-12-04T13:31:30.000+0000,005OH00000BGeeHYAT,2025-12-04T13:31:30.000+0000,(902)425-8223,9024975736,sam.julien@healyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB3czYAC,False,,24269344,0030A0000029mk2QAA,0010A000002w9hzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wrong email connected to Workspace,Medium,"Caller Name: Meghan Simpson
Advisor or support staff: Advisor 
Advisor Code: H3361
Advisor Name: Meghan Simpson	
Phone: 705.532.9815
Email: meghan.simpson@wellington-altus.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: looks like there is an error on my user profile. I tried logging in and the username to which the verification code was sent is clearly not my email address

--------------------------------------***DDS  12/08/2025***--------------------------
RESOLUTON: image she sent indicates she needs to check her phone/mobile app authenticator to get the code. code isn't sent by email.
SENT FINAL FOLLOW UP/CLOSING
--------------------------------------***DDS  12/08/2025***--------------------------
Hello Meghan,

Following up on the email below. As we have not received a response, we will close this request. Should you still need assistance, please give us a call, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/05/2025***--------------------------
SHE HASN'T SIGNED IN AS YET TO WORKSPACE
2ND FOLLOW UP SENT
--------------------------------------***DDS  12/05/2025***--------------------------
Hello Meghan,

Following up on the below email. Please let us know if you’re still having trouble signing into Workspace and if you were able to access the authenticator app on your phone or not, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/04/2025***--------------------------
Hello Meghan,

Thanks for contacting Workspace Support.

Based on the screenshot you provided, it indicates you have setup Multifactor Authentication using a mobile authenticator on your phone. 

Please check your phone for the authenticator app, you maybe using something such as SalesForce, Google, Microsoft or another authenticator on your phone. 

Try using the search feature on your phone if you can’t recall which app you’re using, search “authenticator” to see what comes up and check that.

Once you find/open the app, it will display the code needed to enter on the page when you sign into Workspace.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/04/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/04/2025***--------------------------
Hello,

Please handle.

Thanks, 

Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
AP

From: Meghan Simpson <meghan.simpson@wellington-altus.ca> 
Sent: December 2, 2025 9:35 AM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] Wrong email address connected to my Workspace profile 

Good morning, It looks like there is an error on my user profile. I tried logging in and the username to which the verification code was sent is clearly not my email address. Advisor Code: H3361 Email: meghan. simpson@ wellington-altus. ca Can
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Good morning,

It looks like there is an error on my user profile. I tried logging in and the username to which the verification code was sent is clearly not my email address. 

Advisor Code:              H3361
Email:                              meghan.simpson@wellington-altus.ca

Can someone please correct this on my Workspace profile?

Thank you.

Meghan 

 

Meghan Simpson, TEP, CFP
Wealth Advisor

Sunnidale Family Wealth
Wellington-Altus Private Wealth Inc.
 
Office: 705.532.9815

 
Toll-Free: 833.482.5099

 
Fax:  705.315.4449 

 
Email: meghan.simpson@wellington-altus.ca

 
Web: advisor.wellington-altus.ca/sunnidalefamilywealth/

 
Address: 55 Mulcaster Street Suite 320, Barrie ON  L4M 0J4

    
 	 



NOTICE: This email and any attachments are for the sole use of the intended recipients and may be privileged or confidential. Any distribution, printing or other use by anyone else is prohibited. If you are not an intended recipient, please contact the sender immediately, and permanently delete this email and attachments. If you no longer wish to receive commercial electronic messages from Wellington-Altus Private Wealth Inc., please send an email to unsubscribe@wellington-altus.ca. Please note that we may still send messages for which we do not require consent.",True,2025-12-08T13:11:31.000+0000,False,False,005OH00000AUS7aYAH,2025-12-04T15:16:05.000+0000,005OH00000AUS7aYAH,2025-12-08T13:11:31.000+0000,005OH00000AUS7aYAH,2025-12-08T13:11:31.000+0000,(705)532-9815,,meghan.simpson@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB53hYAC,False,,24267082,003G000001IkUz9IAF,0010A000002wSC6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login error ERR-W1287,Medium,"PHILIP MANCINI

Advisor was getting above error message. Issue was resolved by clearing cache and cookies.

Hello Phil,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you were getting login error ERR-W1287 for workspace. We were able to resolve this issue by clearing cache and cookies. You were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:39:21.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T14:32:00.000+0000,005OH00000BFiyTYAT,2025-12-04T14:39:21.000+0000,005OH00000BFiyTYAT,2025-12-04T14:39:21.000+0000,(514)697-5800,(514) 951-2746,phil.mancini@smwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB6qxYAC,False,,24264603,003G0000018f6VIIAY,0010A000002wORzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 4th, 2025 ***
User has new phone, needs to reset MFA. Authenticated with rotation 2, followed KB0020738, disconnected old one, helped user connect new one and sign in is successful.
==============
Good morning Barb,

It was a pleasure speaking with you today and helping you setup your Google Authenticator connection.

During our call, I disconnected the previous connection and helped you connect to Google Authenticator on your new phone.

I’m glad I was able to assist you today resetting your authenticator. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-04T13:28:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T13:16:06.000+0000,005OH00000AbJ7aYAF,2025-12-04T13:28:12.000+0000,005OH00000AbJ7aYAF,2025-12-04T13:28:12.000+0000,(613)591-3900,(613) 797-7106,angela@mcauleyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB75VYAS,False,,24266107,003G0000018f6slIAA,0010A000002wOuUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-investment center-INC1927073,Medium,"user cannot create account for client, after working for 30 min the application close and disappear.
we tried to clear cache and cookies dis not work.
an browser is upto date
escalating to SL leaders.

Natasha polisena
natasha.polisena@sfproxima.com
450 818-9903 ext 3

client :Audrey Abran and Alex raymond-L'heureux.


Email==========================================================================================
Bonjour Natasha,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis sur le centre d’investiment, J'ai vraiment apprécié notre échange.

j’ai escaladé ce problème à l’équipe de deuxième niveau pour une enquête.Nous reviendrons vers vous dès que nous en saurons plus

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T15:01:09.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-04T14:10:01.000+0000,005OH00000AZ3ZxYAL,2025-12-04T15:03:08.000+0000,005OH00000AZ3ZxYAL,2025-12-13T02:01:48.000+0000,(450)818-9903,(514) 827-4023,kim.chabot@sfproxima.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB7VJYA0,False,,24267021,003G0000018f73aIAA,0010A000002wP6uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Fasatweb,Medium,"***DDS*** 12/04/25
Name: Douglas Frain
Phone:
Agent code:
Reference: KB0015637

Hi Doug,

Thank you for confirming everything is good now, I will close out the ticket.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Doug Frain (The Montage Advisory Group) <dfrain@montageadvisory.com> 
Sent: December 4, 2025 10:08 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 24267021 - RE: Fasatweb

It started working yesterday afternoon Doug Frain, CFP®, Senior Advisor Certified Financial Planner® Investment Representative – Quadrus Investment Services Ltd. O: 647. 479. 6241 ext 258 dfrain@ montageadvisory. com The Montage Advisory Group Inc. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
It started working yesterday afternoon

Doug Frain, CFP®, 
Senior Advisor
Certified Financial Planner®
Investment Representative – Quadrus Investment Services Ltd. 
 
O: 647.479.6241 ext 258
   dfrain@montageadvisory.com




***DDS*** 12/04/25
Name: Douglas Frain
Phone: 
Agent code: 
Reference: KB0015637  

Good morning Doug,

Thank you for contacting the Workspace support group regarding FASATWeb.

Can you try access it again this morning, I had another Advisor have the same issue but she said she was able to access FASATWeb this morning.

If it does not work please try Clearing Cookies and Cache.


How to clear Cache and Cookies data on Google Chrome:

Instructions
1.	Open the Google Chrome browser
2.	Select the 3 vertical dots in the top right-hand side of the browser
  
 

3.	Find the section called Privacy and Security and select Clear browsing data

  
 

4.	Ensure that Time Range is set to All Time, and the 2 checkmarks are in Cookies and other site data and Cached Images and Files.
  

5.	Please close and relaunch the browser.


How to clear Cache and Cookies data on Edge:
 
1.	Select three dots in the top right-hand corner and then ‘Settings’.
2.	Choose Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’.
3.	Change ‘Time Range’ to ‘All Time’.
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Select ‘Clear Now’.
 
 
 
 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Doug Frain (The Montage Advisory Group) <dfrain@montageadvisory.com> 
Sent: December 3, 2025 8:50 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Fasatweb

I have been unable to connect to Fasatweb for the past week. My LL # is 22087, F5488 I keep getting the below screen? Doug Frain, CFP®, Senior Advisor Certified Financial Planner® Investment Representative – Quadrus Investment Services Ltd. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I have been unable to connect to Fasatweb for the past week. My LL # is 22087, F5488

I keep getting  the below screen?
 

Doug Frain, CFP®, 
Senior Advisor
Certified Financial Planner®
Investment Representative – Quadrus Investment Services Ltd. 
 
O: 647.479.6241 ext 258
   dfrain@montageadvisory.com
 
The Montage Advisory Group Inc.
207 – 3495 Rebecca Street | Oakville | ON | L6L-0H5",True,2025-12-04T14:30:41.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T14:30:41.000+0000,005OH00000BGeeHYAT,2025-12-04T15:47:27.000+0000,005OH00000BGeeHYAT,2025-12-04T15:47:27.000+0000,(647)479-6241X258,(905) 301-4394 *,dfrain@montageadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB7rqYAC,False,,24265267,0031600002ZVP9CAAX,0010A000002wOGCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre SSO,Medium,"*** DDS Dec 4th, 2025 ***
User wants to access Investment Centre but is MGA and says that he used to be with Canada Life but not anymore. Want to verify with assist but could not get an SL. Will call back with more info.
==================
Bonjour Marc,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder au Centre d’Investissements.

Durant notre appel, votre accès au Centre d’Investissement ne fonctionnait pas, je vais donc demander plus de renseignements à ma personne de support niveau 2 pour vous indiquer comment y accéder ou pourquoi vous n’y avez plus accès. Je vous rappelle dès que j’ai plus d’informations.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2026-01-29T16:19:56.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T13:43:53.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:19:56.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:19:56.000+0000,(514) 922-9896,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB9P3YAK,False,,24267510,003G0000018f6jfIAA,0010A000002wOjtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Health and Lifestyle questionnaire no longer exist on the application.,Medium,"*** DDS 04DEC2025 ***
user was able to submit app successfully yesterday, states the H&L questionnaire went directly to client even though he didnt pick the option, will follow up with us if there are any further issues

***DDS*** 12/04/25
Name: STEPHEN Cragg
Phone: 905-372-0620
Agent code: F7535

The customer was trying to submit a Simple Protect application but encountered issues. They were unable to get the option to choose whether the client or the advisor would complete the health and lifestyle questionnaire. The customer tried the application multiple times in different browsers but the issue persisted. The agent escalated the issue to a Level 2 support agent (Jennifer) to investigate further.

--------------------------------------EMAIL:
Hello Stephen,

Thank you for contacting Workspace Support today regarding your Simple Protect inquiry regarding the Health and Lifestyle questionnaire being sent to the client. It was a pleasure speaking with you today! As we discussed on our call, not all products within Simple Protect will give you the option at the start of the app to send the questionnaire to the client or not, and our understanding is that if this option is not available, the default will be the advisor version. Please let me know if you continue to experience an issue with the platform and if I find out about any recent changes, I will follow up with you directly to advise. I know you have a lot of experience with technology and systems already, but I am attaching the overview guide below that you can refer to as well. Please let me know if you have any questions or if there is anything else I can assist with.

SimpleProtect: Overview guide | Rise 360

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T15:54:34.000+0000,False,False,005OH000006wv2TYAQ,2025-12-04T14:40:51.000+0000,005OH00000BGeeHYAT,2025-12-04T15:54:34.000+0000,005OH000006wv2TYAQ,2025-12-04T15:54:34.000+0000,(905)372-0620,(905) 626-7440,stephen@stephencragg.com,(289)252-0967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hB9c1YAC,False,,24267900,0030A0000029lvCQAQ,0010A000002w8y3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect,Medium,"When user is trying to do a application, they continue to run in a loop. Selects on updating preferences and clicks on continues, it bring her to the main page to select the advisor. 
KB0023051- Advised, advisor needs to update preferences in NewBusiness 

Also on the call: 
Email: jonathan.dunne@canadalife.com 

Email: lriley@eastportfinancial.com 
Advisor code: E8432
Advisor name: JONATHAN LEWIS 

*******************************************************


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 22, 2025 11:59 AM
To: Wedge, Natacha <Natacha.Wedge@canadalife.com>
Subject: RE: Workspace Support C24267900- Simple Protect

Good morning, 

I would suggest calling us at 1-800-475-7001 and we will be happy to assist with the registration. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

  

From: Wedge, Natacha <Natacha.Wedge@canadalife.com> 
Sent: December 22, 2025 10:38 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Support C24267900- Simple Protect

What’s the best and easiest number to use?



Natacha Wedge, BBA, CHS
Regional Vice President, Insurance Distribution
Atlantic 
Cell: 506-870-0088 
 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 22, 2025 10:04 AM
To: Wedge, Natacha <Natacha.Wedge@canadalife.com>
Subject: RE: Workspace Support C24267900- Simple Protect

Hi, 

If Jonathan is having issues with resetting his password or not getting the link, he can give us a call, and we can authenticate him and assist with resetting the password on our side so he can register for Workspace. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Wedge, Natacha <Natacha.Wedge@canadalife.com> 
Sent: December 19, 2025 2:26 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Support C24267900- Simple Protect
Importance: High

Hi, so when Jonathan Lewis clicks on forgot password we never gets a password reset link.

What can we send him, what can we do? 




Natacha Wedge, BBA, CHS
Regional Vice President, Insurance Distribution
Atlantic 
Cell: 506-870-0088 
 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 16, 2025 10:11 AM
To: Wedge, Natacha <Natacha.Wedge@canadalife.com>
Subject: RE: Workspace Support C24267900- Simple Protect

Hi Natacha, 

I can confirm that he has registered for his User ID (formerly known as Repnet). If he does not remember his User ID he would need to contact Distribution_Methodology@canadalife.com to attain it. 

And yes, that is correct he can only use his MGA User ID to register for his MGA Workspace account.

Once he has his User ID he can give us a call and we can definitely help him with the process of registering for an account!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Wedge, Natacha <Natacha.Wedge@canadalife.com> 
Sent: December 15, 2025 6:20 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Support C24267900- Simple Protect

Is there a way that we can see or know whether or not he has a user ID?  

To be clear he cannot register for his MGA instance by using the user ID of his direct instance right?



Natacha Wedge, BBA, CHS
Regional Vice President, Insurance Distribution
Atlantic 
Cell: 506-870-0088 
 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 15, 2025 2:03 PM
To: Wedge, Natacha <Natacha.Wedge@canadalife.com>
Subject: RE: Workspace Support C24267900- Simple Protect

Good afternoon, Natacha

I have looked at Jonathan Lewis’s profile, and it appears he has not registered for his MGA Workspace account yet. 
That would be the first step that needs to be taken, once he has registered for his Workspace account, he will then be able to setup preferences in New Business Web app before any delegates can access their code in Simple Protect. This is all to be done in Jonathan’s Workspace account.  

To complete Workspace registration, please follow this link and select 'Register now'. https://workspace.canadalife.com/. Jonathan will need to use his User ID credentials to complete registration for Workspace. If he does not remember the User ID he created he can contact Distribution_Methodology@canadalife.com to attain that information and reset his password at https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi…. 

Please let me know if you have any further questions or concerns on the matter. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Wedge, Natacha <Natacha.Wedge@canadalife.com> 
Sent: December 15, 2025 12:48 PM
To: Jeyaseelan, Antia <Antia.Jeyaseelan@canadalife.com>
Subject: FW: Workspace Support C24267900- Simple Protect
Importance: High

Hi Antia,

The MGA reached out to me to complain about the fact that Lori Riley, who you’ve been in touch with recently, has to use paper app instead of Simple protect due to a workspace issue. I see you’ve directed her on what to do. 

The issue seems to be with Jonathan Lewis. 

Can you confirm that he has only the direct instance and that he doesn’t not have the MGA instance? Or does he have both? 

They are saying that Johnathan has tried but it doesn’t work. 

Lori completes all apps for herself and for Jonathan so it’s crucial that we resolve their issues quickly. 


Natacha Wedge, BBA, CHS
Regional Vice President, Insurance Distribution
Atlantic 
Cell: 506-870-0088 
 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Douglas Bannister <dbannister@idcwin.ca> 
Sent: December 12, 2025 2:34 PM
To: Wedge, Natacha <Natacha.Wedge@canadalife.com>; Dunne, Jonathan <Jonathan.Dunne@canadalife.com>
Subject: FW: Workspace Support C24267900- Simple Protect

Good afternoon, As discussed, here’s the email that was received from Workspace Support. The issue is that one, when she’s selecting the advisor to start the application with, Jonathan Lewis is listed as a delegate already and when selected,

Good afternoon,
As discussed, here’s the email that was received from Workspace Support.
The issue is that one, when she’s selecting the advisor to start the application with, Jonathan Lewis is listed as a delegate already and when selected, it tells her to adjust her preferences.  She can then go to product screen, choose term and when she chooses Simple Protect, it loops her back to the start.
The second issue is that Jonathan is trying to log in.  When they do a password reset for his MGA account login, the email never arrives.
Let me know if you have any questions or how to proceed.
Have a great day,
 
Doug Bannister
Director, Operations – Atlantic Canada
 
T: 902-468-6114 x4302 | F: 902-468-7292 | M: 902-402-6637
 
This transmission is intended only for the individual to whom it is addressed. It may contain information which is of a private and/or confidential nature. If you are not the intended recipient of this information, or the person responsible for delivering this message, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this transmission in error, please notify the sender immediately and destroy this transmission.
 
IDC Worldsource Insurance Network Inc., 237 Brownlow Ave, Suite 100, Dartmouth, Nova Scotia B3B 2C6
 
From: Lori Riley <lriley@eastportfinancial.com> 
Sent: December 12, 2025 1:44 PM
To: Douglas Bannister <dbannister@idcwin.ca>
Subject: FW: Workspace Support C24267900- Simple Protect
 
CAUTION: This email originated outside of the organization. Do not click links or open attachments unless you are expecting this email and know the contents are safe.
VEUILLEZ NOTER : Cet e-mail provient de l'extérieur de l'organisation. Ne cliquez pas sur les liens et n'ouvrez pas les pièces jointes à moins que vous n'attendiez cet e-mail et que vous sachiez que son contenu est sécurisé. 
 
________________________________________
 
 

 
	Lori Riley
Insurance Specialist & Case Coordinator, Eastport Financial
  902-474-5433 Ext 106

  902-707-0324

  lriley@eastportfinancial.com

  www.eastportfinancialgroup.com





 	 	 	 	 




Halifax office
371 St. Margaret's Bay Rd.
Suite 201, Halifax, NS
B3N 1J8

D: (902) 474-5433
TF: (888) 988-5433	Mahone Bay office
PO Box 270, 3 Edgewater St.
Mahone Bay, NS 
B0J 2E0

D: (902) 531-5433
TF: (888) 988-5433	Toronto office
330 University Ave, Suite 105
Toronto, ON 
M5G 1R8 

TF: (888) 988-5433
 
 
 	 	 


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


 



 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 11:19 AM
To: Lori Riley <lriley@eastportfinancial.com>
Cc: Dunne, Jonathan <Jonathan.Dunne@canadalife.com>
Subject: Workspace Support C24267900- Simple Protect 
 
Good morning, Lori and Jonathan 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Simple Protect!
 
Regarding the error you’re receiving in Simple protect regarding the continuum loop you will need to get your advisor to setup their preferences in New Business Web app in Workspace before any delegates can access their code in Simple Protect.
 
As indicated the advisor (Jonathan L), needs to register for his Workspace account to do so. To complete your Workspace registration, please follow this link and select 'Register now'. https://workspace.canadalife.com/
You will need to use your User ID credentials to complete registration for Workspace. If the advisor is unsure, he will need to contact Distribution_Methodology@canadalife.com and request for that information. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 

Disclaimer
The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived.",True,2025-12-04T15:18:04.000+0000,False,False,005OH00000BG5v4YAD,2025-12-04T14:49:19.000+0000,005OH00000BG5v4YAD,2025-12-22T17:00:25.000+0000,005OH00000BG5v4YAD,2025-12-22T17:00:25.000+0000,(902)531-5433,,jlewis@eastportfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBAhfYAG,False,,24266382,0030A0000029jLcQAI,0010A000002w6sUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NEAL OWEN (50839) (advisor)
Ryan Rybarczyk
Ryan called about resetting Neal's password on file 
KB0017316- authenticated user to reset ISAM password.
I took a look and found out that we do not have an active workspace account for Neal so they need to create an account. Additionally, I let them know that they are not allowed to share accounts and they should all have their own accounts

Email:
----------
Hello Ryan,

For the authentication set up, you can use Microsoft authenticator to access your account. Most types of authenticators do work for this. 

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ryan Rybarczyk <ryan@bluerockwealth.ca> 
Sent: December 4, 2025 3:27 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Neal Owen <Neal@bluerockwealth.ca>
Subject: [EXT] RE: Workspace Registration - 24266382

Thank you. When trying to complete this it asks for a Salesforce, Google Authenticator, or Authy app. We don’t use any of these apps or systems but do use Zoho and Microsoft Authenticator. Is there a way to complete this with one of the
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you. When trying to complete this it asks for a Salesforce, Google Authenticator, or Authy app. We don’t use any of these apps or systems but do use Zoho and Microsoft Authenticator. Is there a way to complete this with one of the apps/systems we do use?

Best Regards,

Ryan Rybarczyk | Associate Advisor 


 

                         

115 Hurontario Street, Suite 201, Collingwood, Ontario L9Y 2L9
Bus: 705-443-5599 x1233   Fax: 705-445-2643
www.bluerockwealth.ca 

Ryan Rybarczyk is attached to PEAK Investment Services Inc. PEAK Investment Services Inc. is a mutual fund dealer that is registered with the Autorité de marchés financiers du Québec and the Canadian Investment Regulatory Organization. PEAK Investment Services Inc.’s activities involve investment products, such as mutual funds and exchange-traded funds. The Investor Protection Fund protects clients of PEAK Investment Services Inc. who are under its jurisdiction against the loss of property held in client accounts due to the firm's insolvency. Please see https://www.cipf.ca for more details.
The information in this message is personal and confidential. It is intended for the sole use of the individual or entity named above. Any reading, copying, disclosure, appropriation, or dissemination of the content of this message by anyone other than the intended recipient is strictly prohibited. If you have received this message in error, please inform us immediately. Thank you for your cooperation. Please be advised that PEAK Investment Services Inc. does not accept transactions by email. Please carry out your transactions by phone or fax only. You can stop receiving emails at any time by sending Ryan Rybarczyk an email with the instruction “unsubscribe.”


Hello Neal and Ryan,

Thank you for contacting Workspace Support concerning your Workspace access. 

As mentioned on the call today, we do not have an account on file for you so you will need to create this account which would provide access for yourself. Please reset the password the User ID password through this link by logging in with the User ID and temporary password I provided.
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do

Additionally, sharing workspace accounts is against our terms of use so we do require for your delegates to create their own workspace account. To allow access for them to do this, please complete the attached form for each of them and send it in to  Distribution_Methodology@canadalife.com for processing. Once processed they would get an email that give them directions on how to set up their own accounts with access to your business. 

Let me know if you have any questions. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:43:34.000+0000,False,False,005OH00000BGf2TYAT,2025-12-04T14:17:20.000+0000,005OH00000BGf2TYAT,2025-12-05T13:58:02.000+0000,005OH00000BGf2TYAT,2025-12-05T13:58:02.000+0000,(705)443-5599,,neal@bluerockwealth.ca,(705)445-2643,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBB96YAG,False,,24265203,0030A0000029itPQAQ,0010A000002w6V6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user used the wrong password several time and lock herself out, she could not reset on her own.
Authenticated user and reset password.
KB0017399  
=========================email======================
Bonjour Marie-Eve,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis réinitialisation de mot, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé votre mot de passe et vous avez pu accéder à votre compte d’espace d’affaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ",True,2025-12-04T13:50:10.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-04T13:41:18.000+0000,005OH00000AZ3ZxYAL,2025-12-04T13:50:11.000+0000,005OH00000AZ3ZxYAL,2025-12-04T13:50:11.000+0000,(514)733-1796,514-222-6067,,(514)733-1899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBBLzYAO,False,,24265508,0030A0000029dapQAA,0010A000002w25TQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DSFA Navigation,Medium,"•	Reason for call: Wants to know how to delete apps in progress
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: 
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Assist , KB0020289  
=========================
Bonjour Jean,

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à naviguer dans l'application des Fonds Ségrégés Numériques.

Votre voix compte. Faites-nous savoir ce que vous pensez de la qualité du service aujourd'hui en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:30:50.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T13:51:45.000+0000,005OH00000BFQFGYA5,2025-12-04T15:01:48.000+0000,005OH00000BFQFGYA5,2025-12-04T15:01:48.000+0000,(450)655-3773,,jeanpaquin@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBBfKYAW,False,,24265152,0030A0000029UusQAE,0010A000002vuxmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access to Quadrus Workspace,Medium,"***DDS*** 12/09/25
Name: Martin Poirier
Phone: 514-464-7620
Agent code: Q0181
Reference: KB0018469
French speaking advisor.

Hello Martin, 

Of course we can set up a callback time.  

Whenever you have time (No Rush) just reply back with:
Preferred date and time:
If you want to request a french speaking agent - Yes/No: 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Martin Poirier <martin.poirier464@gmail.com> 
Sent: December 9, 2025 11:49 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Belisle, Maxime <Maxime.Belisle@canadavie.com>; Pelletier, Caroline <Caroline.Pelletier@canadavie.com>
Subject: [EXT] Re: 24265152 - Access to Workspace

Hi Yes I do, however, Im currently in jolidays, in Europe, back on dec 19th We may arrange something then Regards Martin Poirier Téléchargez Outlook pour iOS De : Workspace Support <WorkspaceSupport@ canadalife. com> Envoyé : Tuesday, December
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi 
Yes I do, however, Im currently in jolidays, in Europe, back on dec 19th
We may arrange something then
Regards
Martin Poirier





***DDS*** 12/09/25
Name: Martin Poirier
Phone: 514-464-7620 
Agent code: Q0181
Reference: KB0018469
French  speaking advisor.
 
Hello Martin, 

Just following up if you are ok now or if you still require assistance with Workspace registration?

I tried calling your number 514-464-7620 but it is in french, if you need to speak with an agent we can request a french speaking agent to give you a call if you are still in need of assistance.

Please let me know if you have any questions or if there is anything else I can assist with.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 




***DDS*** 12/04/25
Name: Martin Poirier
Phone:
Agent code: Q0181
Reference: KB0018469

Hello Maxime,

Thank you for the heads up.

Hello Martin, for assistance with your Quadrus workspace registration we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




_____________________________________________
From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: December 4, 2025 9:59 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; martinp@optionsfortune.com; martin.poirier464@gmail.com
Cc: Pelletier, Caroline <Caroline.Pelletier@canadavie.com>
Subject: RE: 24265152 - Access to Workspace


Good morning Workspace, 

Just for awareness Martin is a Quadrus Direct advisor


Thank you and have a good day

Maxime Bélisle
Operations experience Consultant | Wealth distribution platforms
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
maxime.belisle@canadalife.com  |  438-458-7753





***DDS*** 12/04/25
Name: Martin Poirier
Phone: 
Agent code: 
Reference: KB0018469

Hello Martin,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace registration.
 
To help you with this, we need to connect with you over the phone.  

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

I will also include the step by step registration process if you would like to try this on your own.

Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/
 
Let me know if you have any questions or come across any issues registering. 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




_____________________________________________
From: Pelletier, Caroline <Caroline.Pelletier@canadavie.com> 
Sent: December 2, 2025 5:27 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Belisle, Maxime <Maxime.Belisle@canadavie.com>; martinp@optionsfortune.com; martin.poirier464@gmail.com; Pelletier, Caroline <Caroline.Pelletier@canadavie.com>
Subject: 24265152 - Access to Workspace
Importance: High


Hello,

Martin Poirier, an advisor, is currently unable to access Workspace for his mutual funds.

He requires access as soon as possible in order to complete a transaction.

Could you please assist in restoring his access?

Advisor, Martin Poirier, is unable to access Workspace for his mutual funds. 

Martin can be reached at the following number 514-464-7620.

Thank you!

Caroline

Caroline Pelletier
Chargée de comptes régionale | Plateformes de distribution, Gestion de patrimoine
Services d’investissement Quadrus ltée
https://www.quadrusinvestmentservices.com/fr
caroline.pelletier@canadavie.com | 514-830-8539",True,2025-12-04T13:40:02.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T13:40:02.000+0000,005OH00000BGeeHYAT,2025-12-09T17:20:35.000+0000,005OH00000BGeeHYAT,2025-12-09T17:20:35.000+0000,(514)778-7620,,martinp@optionfortune.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBDajYAG,False,,24269704,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-12-04T15:24:23.000+0000,False,False,005OH000006uYrkYAE,2025-12-04T15:21:51.000+0000,005OH000006uYrkYAE,2025-12-04T15:24:24.000+0000,005OH000006uYrkYAE,2025-12-04T15:24:24.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBDh9YAG,False,,24266500,0035o000004VrzvAAC,0015o0000054sCZAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration -,Medium,"•	Reason for call: Register for WS as MGA
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: reset isam password, helped register for WS
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentification
=================
Hello Nancy,

Thank you for contacting Workspace Support. It was our pleasure in helping you register for Workspace as an MGA. 

Your voice matters. Let us know what you thought about the quality of service by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T15:21:08.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T14:19:23.000+0000,005OH00000BFQFGYA5,2025-12-04T15:21:08.000+0000,005OH00000BFQFGYA5,2025-12-04T15:21:08.000+0000,(705)472-7790X4249,,nancy@llpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBFZIYA4,False,,24269265,003OH00000VbKndYAF,001OH00000cY0hgYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T15:14:55.000+0000,False,False,005G0000002gxxjIAA,2025-12-04T15:14:55.000+0000,005G0000002gxxjIAA,2025-12-04T15:14:55.000+0000,005G0000002gxxjIAA,2025-12-04T15:14:55.000+0000,(514)291-2526,,m.hanne@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBGQXYA4,False,,24268065,003G0000018f6skIAA,0010A000002wOuTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Error ERR-W1287,Medium,"***DDS 2025-12-04***
User was getting ERR-W1287.
DDS guided user to clear cache and cookies.
 
================================================================================
****Email Chain**
Hello Cecile,

It was a pleasure speaking to you earlier regarding your Workspace login issues. We’re happy we were able to assist you in logging in by clearing your cache and cookies.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:59:21.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T14:52:48.000+0000,005OH00000AX0rVYAT,2025-12-04T14:59:21.000+0000,005OH00000AX0rVYAT,2025-12-04T14:59:21.000+0000,(905)332-3400,(905) 631-5673,percy.pierre@hudsonwealth.ca,(905)332-3999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBHEVYA4,False,,24266112,0030A0000029a33QAA,0010A000002vzGnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,application 60923175-0 (not able to send the email to second insured Hong Shen),Medium,"***DDS*** 12/05/25
Name: Liping Xu
Phone: 
Agent code: 
Reference: KB0021645

Hello Lily,
Thank you for the screen shot and explaination.

We see that the original link has expired as links are only active for 72 hours.

We have re-activated a new link: https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=938fb163-bfb2-405a-bcfc-1fe6437dbcdb

Please send that link to the client to sign.

Expected data: 
Name: SHEN 
Postal Code: T6W5E3 
Date of Birth: Oct 17,1971

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: LILY XU <lilyxualpha@gmail.com> 
Sent: December 4, 2025 9:11 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: 24266112 - RE: [EXT] About the application 60923175-0

Hi Vinh, No any error message and just stuck a certain page and can't continue. Please see the attached copy of the screenshot. The first insured has sign the application and I can't send the email to the second insured. Please let me
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Vinh,

No any error message and just stuck a certain page and can't continue. Please see the attached copy of the screenshot. The first insured has sign the application and I can't send the email to the second insured.

Please let me know how to fix this issue.

Thank you,

Liping Xu
Insurance Advisor
AlphaPrime Financial Services Inc.
Life insurance   Travel insurance
Critical illness insurance   RRSP
Cell:(780)920-1453
Fax: (780)443-5888
E-mail:lilyxu@alphafinancial.ca




***DDS*** 12/04/25
Name: Liping Xu
Phone: 
Agent code: 
Reference: Probing questions for more info.

Hello Lily,

Thank you for contacting the Workspace support group I would be happy to assist you regarding application 60923175-0, unable to send the email to second insured Hong Shen

Please confirm if there are any error message or are you just stuck at a certain page and cannot continue?  Either way please provide a screenshot including the URL.

I also noticed you have said the email address is hzshh@hotmail but it is missing the .com at the end please confirm you just left that out of this email thread but is actually there.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: LILY XU <lilyxualpha@gmail.com> 
Sent: December 2, 2025 7:26 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] About the application 60923175-0

Hi, I am in the process of completing this application. I sent the email to first client Ningyu Liu and he has signed. But I am not able to send the email to second insured Hong Shen, the email address hzshh@ hotmail is correct. Could you please
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

I am in the process of completing this application.I sent the email to first client Ningyu Liu and he has signed. But I am not able to send the email to second insured Hong Shen, the email address hzshh@hotmail is correct. Could you please fix the issue ASAP?
 I am out of the country right now so I can't talk on the phone, please reply to this email.

Thank you,

Liping Xu
Insurance Advisor
AlphaPrime Financial Services Inc.
Life insurance   Travel insurance
Critical illness insurance   RRSP
Cell:(780)920-1453
Fax: (780)443-5888
E-mail:lilyxu@alphafinancial.ca",True,2025-12-04T14:10:10.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T14:10:10.000+0000,005OH00000BGeeHYAT,2025-12-05T16:38:22.000+0000,005OH00000BGeeHYAT,2025-12-05T16:38:22.000+0000,(780)920-1453,,lilyxu@alphafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBHhYYAW,False,,24267523,003G0000018f7iEIAQ,0010A000002wPocQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow 24268038,Medium,,True,2025-12-04T15:09:46.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T14:41:02.000+0000,005OH00000BFQFGYA5,2025-12-04T15:09:47.000+0000,005OH00000BFQFGYA5,2025-12-04T15:09:47.000+0000,(506)395-9575X2,(506) 394-7981,robert.st-pierre@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBItpYAG,False,,24272401,0030A0000029bmyQAA,0010A000002w0e4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account locked,Medium,"RICHARD M KENNEDY
82375
KB0017399

Advisor was getting ERR-W1283 error. Their account was locked. After authentication account unlocked and they were able to login successfully.	Hello Richard,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

To recap, your account was locked due to multiple unsuccessful login attempts. After authentication, I unlocked your account, and you were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:15:01.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T16:05:06.000+0000,005OH00000BFiyTYAT,2025-12-04T16:15:01.000+0000,005OH00000BFiyTYAT,2025-12-04T16:15:01.000+0000,(416)230-0094,(416) 230-0094,performa@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBJORYA4,False,,24270205,003G0000018f7IxIAI,0010A000002wPODQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"PENY JUN (F5243)
user needs an MFA disconnect to set up on phone instead of browser
KB0020738 - authenticated user and disconnected old authenticator and assisted user with setting up new authenticator on their phone.

Email:
----------
Hello Penny Jun

Thank you for contacting Workspace Support about setting up your authenticator on a new device.

On our call today, I was able to disconnect your old authenticator and walk you through the process of getting a new authenticator set up on your phone. 

If you have any more questions, please let me know.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T15:57:39.000+0000,False,False,005OH00000BGf2TYAT,2025-12-04T15:30:36.000+0000,005OH00000BGf2TYAT,2025-12-04T15:57:39.000+0000,005OH00000BGf2TYAT,2025-12-04T15:57:39.000+0000,(416)569-3280,(416) 569-3280,peny@axiomfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBMcMYAW,False,,24268391,0035o000007Zh6sAAC,0015o000008GB9zAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1287,Medium,"***DDS 2025-12-04***
User was getting ERR-W1287.
DDS guided user to clear cache and cookies.
 
================================================================================
****Email Chain**
Hello Jack,

It was a pleasure speaking to you earlier regarding your Workspace login issue. We’re happy we were able to assist you by clearing your cache and cookies.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T15:03:43.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T14:59:25.000+0000,005OH00000AX0rVYAT,2025-12-04T15:03:43.000+0000,005OH00000AX0rVYAT,2025-12-04T15:03:43.000+0000,(548)708-0053,(519) 566-5991,jsanko@thewealthcenter.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBMfiYAG,False,,24270360,003G0000018f6bPIAQ,0010A000002wOYhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Functionality,Medium,"KB0022802  - Advisor is requesting for his extracted file to be intact from CRM as there are missing information like address and phone number. Reach out to assist, SL Jason took over the call to be escalated.
=================",True,2025-12-08T14:36:10.000+0000,False,False,005OH00000BFPZHYA5,2025-12-04T15:33:01.000+0000,005OH00000BFPZHYA5,2025-12-08T14:36:10.000+0000,005OH00000BFPZHYA5,2025-12-08T14:36:10.000+0000,(416)538-9333,(416) 538-9333,dominic.ierullo@difp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBN75YAG,False,,24269747,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,IC error,Medium,,True,2025-12-04T15:23:54.000+0000,False,False,005OH000006uYrkYAE,2025-12-04T15:22:39.000+0000,005OH000006uYrkYAE,2025-12-04T15:23:54.000+0000,005OH000006uYrkYAE,2025-12-04T15:23:54.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBPQcYAO,False,,24270541,0030A0000029e6dQAA,0010A000002w2VzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advice Canada,Medium,"Advisor having issues accessing their MGA account Canada through Advice Canada.
********
Hi   John, thank you for contacting the workspace support today.
To recap our call, you were having trouble signing into workspace through Advice Canada, I had navigated you to the original workspace website and we were able to sign on after resetting your password you were able to log on. The codes that are transferred on your behalf are your direct codes W1057 H9040. You will have to confirm with Financial Horizon which clients should be available to you within your MGA workspace and that advisor code.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:18:41.000+0000,False,False,005OH00000BFQFCYA5,2025-12-04T15:36:16.000+0000,005OH00000BFQFCYA5,2025-12-04T16:18:42.000+0000,005OH00000BFQFCYA5,2025-12-04T16:18:42.000+0000,(902)576-2807,,john@dhrobertsfinancial.ca,(902)420-2810,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBPjvYAG,False,,24268004,0035o000005It20AAC,0015o000005rls5AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User ID,Medium,"GAVIN BOWER
user needs help recovering his user id
sent them a link to RepNet to recover it and advised they can contact distribution methodology for the user id as well if they do not get it through the link.

Email:
----------
Hello Gavin Bower

Thank you for contacting Workspace Support about your User ID.

As mentioned on the call, you do already have a User ID which you can recover when you visit the link below and select ‘forgot user id?’ https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do or you can contact Distribution_Methodology@canadalife.com by email to request your user ID

Let me know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:59:24.000+0000,False,False,005OH00000BGf2TYAT,2025-12-04T14:51:38.000+0000,005OH00000BGf2TYAT,2025-12-04T14:59:38.000+0000,005OH00000BGf2TYAT,2025-12-04T14:59:38.000+0000,(905)707-5545,,gavin@abarquezgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBQZXYA4,False,,24267986,0030A0000029bliQAA,0010A000002w0ctQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor having issues signing onto workspace.

*************
Hi William      , thank you for contacting the workspace support today.

To recap our call, you mentioned being locked out of your account , we were able to unlock your workspace and reset your password. If you are having any issues, please let me know in your response



We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:58:23.000+0000,False,False,005OH00000BFQFCYA5,2025-12-04T14:51:14.000+0000,005OH00000BFQFCYA5,2025-12-04T15:02:07.000+0000,005OH00000BFQFCYA5,2025-12-04T15:02:07.000+0000,(780)448-1988,(780) 982-7065,william.ostrowerka@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBQknYAG,False,,24267243,0030A0000029X1lQAE,0010A000002vwgyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Issues,Medium,"***DDS 2025-12-04***
User had Authenticator issues.
DDS guided user to open Authenticator and enter code.
 
================================================================================
****Email Chain**
Hello Andrew,

It was a pleasure speaking to you earlier regarding your Authenticator issues. We’re happy we were able to assist you regarding your Authenticator issues.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:39:14.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T14:35:22.000+0000,005OH00000AX0rVYAT,2025-12-04T14:43:21.000+0000,005OH00000AX0rVYAT,2025-12-04T14:43:21.000+0000,(519)655-2700,,andrew.raymer@iaprivatewealth.ca,(877)783-2701,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBRImYAO,False,,24272391,0030A0000029WJOQA2,0010A000002vw5BQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access Product Illustrator via WS,Medium,"•	Reason for call: Above
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: Advisor not going to correct website
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”)
======================
Hello Catalina, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access Workspace via workspace.canadalife.com. 

Your voice matters. Let us know what you thought about the quality of service provided by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:20:41.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T16:04:50.000+0000,005OH00000BFQFGYA5,2025-12-04T16:20:41.000+0000,005OH00000BFQFGYA5,2025-12-04T16:20:41.000+0000,(416)358-4800,,ntcoran@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBS0DYAW,False,,24267487,003G0000018f7EqIAI,0010A000002wPJdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset for Workspace and product illustration,Medium,"ASHLEY STEWART	
ASA needed help for password reset. completed authentication and help them to reset password for workspace and product illustration.

Hello Ashley,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

In our today’s call, you needed help for password reset. After authentication, I sent you the password reset link. You were able to change your password and login successfully. Also, you needed help for product illustration password reset. I provided you the temporary password and you were able to create your new password for product illustration. This allows you to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T14:54:26.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T14:40:32.000+0000,005OH00000BFiyTYAT,2025-12-04T14:54:27.000+0000,005OH00000BFiyTYAT,2025-12-04T14:54:27.000+0000,(506)694-6400,,bob.manning@omg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBSGRYA4,False,,24275612,003OH00000YLmEJYA1,001OH00000hLMGOYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User is needing assistance with setting up MFA. 

Email: ian.rana@westernfg.ca 
Code: H9808

************************************************
Good afternoon, Ian

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you with setting up your MFA for Workspace. During Workspace login it will now request a confirmation through the Edge authenticator.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T17:03:55.000+0000,False,False,005OH00000BG5v4YAD,2025-12-04T16:50:43.000+0000,005OH00000BG5v4YAD,2025-12-04T17:03:55.000+0000,005OH00000BG5v4YAD,2025-12-04T17:03:55.000+0000,(639)994-3385,,ian.rana@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBVCgYAO,False,,24272277,0030A0000029gRDQAY,0010A000002w4UCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-12-04***
User was having Authenticator issues.
DDS guided user in disconnecting and reconnecting Authenticator.
 
================================================================================
****Email Chain**
Hello Doug,

It was a pleasure speaking to you earlier regarding your Authenticator issues. We’re happy we were able to assist you in disconnecting and reconnecting your Google Authenticator app.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:12:41.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T16:03:13.000+0000,005OH00000AX0rVYAT,2025-12-04T16:12:41.000+0000,005OH00000AX0rVYAT,2025-12-04T16:12:41.000+0000,(416)518-5396,,life@wellmanfinancial.com,(905)686-6443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBVG0YAO,False,,24272323,0030A0000029aedQAA,0010A000002vzkFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-ERR-W1287,Medium,"user receive error message when signing in, cleared cache and cookies resolved the issue.
KB0020537 
Email==================================================
Bonjour Emilie,

Merci d’avoir contacté le support de l’espace concernant votre soucis accès à votre compte , J'ai vraiment apprécié notre échange.

Lors de notre appel d’aujourd’hui, nous avons résolu un problème en vidant le cache et les cookies, ce qui a résolu le problème.

S’il vous plaît n’hésitez pas à nous contacter si vous avez besoin d’une assistance supplémentaire.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:15:08.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-04T16:03:50.000+0000,005OH00000AZ3ZxYAL,2025-12-04T16:21:54.000+0000,005OH00000AZ3ZxYAL,2025-12-04T16:21:54.000+0000,(418)654-1411,4188069991,michael.leclerc@iggpp.ca,(418)654-1103,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBVHSYA4,False,,24268038,003G0000018f7iEIAQ,0010A000002wPocQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1287,Medium,"•	Reason for call: Above error code, can't access WS
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Clear cookies and cache
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication
====================================
Bonjour Robert,

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à accéder à votre compte Workspace.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T15:01:32.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T14:52:21.000+0000,005OH00000BFQFGYA5,2025-12-04T15:08:58.000+0000,005OH00000BFQFGYA5,2025-12-04T15:08:58.000+0000,(506)395-9575X2,(506) 394-7981,robert.st-pierre@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBX4pYAG,False,,24273206,0030A0000029fXMQAY,0010A000002w3hpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,"updated report provided 

**EMAIL**

Hi Subhash,

As mentioned in my previous email, please see password below for your password-protected Excel file:
NWIALRZ5QS

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Subhash,

Please find the attached file of the updated Wealth Client Listings – DSC information (maturity dates and amounts, segregated funds only). A separate Password Email will follow to access this password-protected Excel file. 

Please note the report does not contain ALL the advisors DSC clients or DSC funds.  The report displays only clients who have DSC Free Units or DSC Matured Units on their policy as of current asset date.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Hi Carmen,  

I have re-run the report indicated below and it is available now in the ad-hoc folder U2070 Book of Business with DSC by Advisor_WD S JOLLY Financial Services 3449-0191. 

The report does not contain ALL the advisors DSC clients or DSC funds.  The report displays only clients who have DSC Free Units or DSC Matured Units on their policy as of current asset date. 

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Rowland, Colleen <Colleen.Rowland@canadalife.com> 
Sent: November 25, 2025 9:05 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Wealth Management Data/Reporting Team <WealthManagementDataReportingTeam@canadalife.com>
Subject: FW: [EXT] MI Intake Checklist - Item ID295

Hi Carmen, 

Report U2070 Book of Business with DSC by Advisor_WD Jolly, S U0000092027 is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: November 21, 2025 11:13 AM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID295

Item ID295 has been added Chen, Carmen 11/21/2025 10: 12 AM Source System: Other Is this request in relation to a new or existing report?: New If development is in relation to an existing Report please provide the name and scan code of the existing
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
 
    Item ID295 has been added
 	 	 
 
Chen, Carmen
11/21/2025 10:12 AM
Source System:	Other 

Is this request in relation to a new or existing report?:	New 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 

Column Requirements :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 
22166, U0000092027 

Column and data filer requirements :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 
22166, U0000092027 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	11/25/2025 

Requestor Name and Organization :	SUBHASH JOLLY, IDC WORLDSOURCE INS NTWRK (SIDCF) 

MI Specialist:	 

Report Purpose - Business Use :	Client Listing - DSC Information (Maturity Dates and Amounts) - seg funds 
22166, U0000092027 

Advisor Name:	SUBHASH JOLLY 

Dealer Code:	22166, U0000092027 

Rep Code as it appears in Unitrax:	22166, U0000092027 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	 


 	
				
				

Modify my alert settings
|	View MI Intake Checklist





Good morning Shelly,

Thank you for your response.

I have reached out to our data provider regarding this matter. An updated client listing of this request will be sent to the advisor shortly.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: White, Shelly <Shelly.White@canadalife.com> 
Sent: December 3, 2025 3:41 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23904291, Case23936833

Hi Carmen

Subash forwarded your email to me to provide clarification.

Am I understanding correctly that the report shows no business under 22166?  Or does it mean that all policies are DSC free which I think may be unlikely


Our team received a follow-up from Customer Service Specialist team regarding 22166 Client Listing – DSC information (DSC Maturity Dates and Maturity Amount (segregated funds only)). As mentioned in my email below, there appears to be no clients listed for this request, DSC information (maturity dates/amounts for segregated funds only).



Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: White, Shelly 
Sent: December 3, 2025 1:00 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23904291, Case23936833


Thank you, so much! He is quite elderly and must have missed seeing it



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 3, 2025 12:58 PM
To: White, Shelly <Shelly.White@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23904291, Case23936833

Good afternoon Shelly,

I reached out to sjollyfinancial@sympatico.ca on November 25 regarding this request, 22166 Client Listing – DSC information (DSC Maturity Dates and Maturity Amount (segregated funds only)).

Nonetheless, I will resend the email to the advisor.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: White, Shelly <Shelly.White@canadalife.com> 
Sent: December 3, 2025 12:46 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23936833

Hi Carmen – do you have an update as to when the advisor can expect to receive this? He called today asking about it


Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 21, 2025 11:34 AM
To: White, Shelly <Shelly.White@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23936833

Hi Shelly,

Thank you for your response.

As this is a custom request, our team will look into this with our data provider. Once it is complete, it will be sent to the advisor directly, sjollyfinancial@sympatico.ca, due to security purposes and client sensitive data.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: White, Shelly <Shelly.White@canadalife.com> 
Sent: November 20, 2025 3:17 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23904291

Hello – the advisor would like you to generate the following report

3) DSC Maturity Dates and Maturity Amount (SF only) – custom request 



Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 20, 2025 11:07 AM
To: White, Shelly <Shelly.White@canadalife.com>
Subject: RE: AUM - SUBHASH JOLLY / 22166 /Case23904291

Good morning Shelly,

Regarding for DSC reports, there are three reports available:
1) Wealth Fund – fund level details and includes all load types for SF and MF
2) DSC Scan - remaining DSC fees for freedom fund policies (MF only) – custom request
3) DSC Maturity Dates and Maturity Amount (SF only) – custom request 

Please let me know which of the following report the advisor would like.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: White, Shelly <Shelly.White@canadalife.com> 
Sent: November 17, 2025 5:13 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: AUM - SUBHASH JOLLY / 22166

Hello:

Are you able to produce a report showing the remaining DSC on an advisors Book of Business? If so, you please produce for Subhash Jolly Code: 22166

Please advise if you are not able so that I can inform the advisor.


Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-04T16:17:06.000+0000,False,False,005OH0000071DK9YAM,2025-12-04T16:17:06.000+0000,005OH0000071DK9YAM,2025-12-04T16:35:27.000+0000,005OH0000071DK9YAM,2025-12-04T16:35:27.000+0000,(416)693-6781,(416) 618-9229,sjollyfinancial@sympatico.ca,(416)699-5597,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBY8rYAG,False,,24268457,0035o0000068aSuAAI,0015o000006h4OXAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T15:00:38.000+0000,False,False,005G0000002gxxjIAA,2025-12-04T15:00:38.000+0000,005G0000002gxxjIAA,2025-12-04T15:00:38.000+0000,005G0000002gxxjIAA,2025-12-04T15:00:38.000+0000,(819)566-0666,(438) 520-7271,mathieu.clerget@iggpp.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBaDyYAK,False,,24271561,003G0000018f6bKIAQ,0010A000002wOYcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New phone MFA setup,Medium,"Caller Name: MARC WB ARTHRELL
Advisor or support staff: Advisor 
Advisor Code: LL14958/F1260/F1261
Advisor Name: MARC WB ARTHRELL	
Phone: (613) 301-6272
Email: m.arthrell@clearstonewealth.com		
Siebel verification: VERIFIED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: VERIFIED
Issue: New phone, can't authenticate to sign into Workspace. 

FINDINGS: changed phones yesterday. confirmed he last signed into Workspace yesterday. 

RESOLUTION: FOLLOWED KB0020738, VERIFEID AS PER KB. CALLED BACK AT (613) 301-6272 IN SIEBEL. 

We setup the Microsoft which he had installed and then signed into Workspace but once setup, he realized he didn't want this and used Salesforce prior
deleted the microsoft auth, and we setup Salesforce auth now
he signed in/out to test with success. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001g2twQAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0031600002YQ2tHAAT%26cntc%3D0031600002YQ2tHAAT%26id%3D0050A000001g2twQAA

--------------------------------------***DDS  12/04/2025***--------------------------
Hello Marc,

Thank you for contacting Workspace Support today regarding access. 

As per conversation you bought a new phone yesterday and now unable to authenticate.

It was a pleasure speaking to you and helping you setup your Salesforce authenticator on your new phone to access Workspace.
 
Here is a recap of what we did today.
1.	Verified and disconnected the old authenticator profile
2.	Had you sign into Workspace, you were prompted to update your password.
3.	Then had you setup your Salesforce Authenticator on your phone
4.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-04T16:14:27.000+0000,False,False,005OH00000AUS7aYAH,2025-12-04T15:52:17.000+0000,005OH00000AUS7aYAH,2025-12-04T16:14:28.000+0000,005OH00000AUS7aYAH,2025-12-04T16:14:28.000+0000,(613)523-1999,(613) 301-6272,m.arthrell@clearstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBbl5YAC,False,,24269696,003OH00000UkdlBYAR,001OH00000bVfHpYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T15:21:38.000+0000,False,False,005G0000002gxxjIAA,2025-12-04T15:21:38.000+0000,005G0000002gxxjIAA,2025-12-04T15:21:39.000+0000,005G0000002gxxjIAA,2025-12-04T15:21:39.000+0000,(418)690-8501,,cedrick.cote@bnc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBcUKYA0,False,,24274202,0035o000005It20AAC,0015o000005rls5AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support,Medium,"Advisor is unable to sign onto workspace.
************
Hi Gavin , thank you for contacting the workspace support today.

To recap our call, to get the forms you require you will need to reach out to Maria Davis Maria.Davis@canadalife.com. I will also be in touch with you to let you know the next steps when it comes to accessing your workspace account.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:38:10.000+0000,False,False,005OH00000BFQFCYA5,2025-12-04T16:31:26.000+0000,005OH00000BFQFCYA5,2025-12-04T16:52:18.000+0000,005OH00000BFQFCYA5,2025-12-04T16:52:18.000+0000,(905)707-5545,,gavin@abarquezgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBd8YYAS,False,,24269516,003G0000018f7RJIAY,0010A000002wPXxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issues - Authenticator Issues,Medium,"***DDS 2025-12-04***
User was having issues logging in to Workspace and got too many invalid Authenticator attempts.
DDS assisted user with disconnecting and reconnecting SF Authenticator.
 
================================================================================
****Email Chain**
Hello Douglas,

It was a pleasure speaking to you earlier regarding your Workspace login and Authenticator issues. We’re happy we were able assist you in disconnecting and reconnecting your Salesforce Authenticator app.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T15:32:34.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T15:19:07.000+0000,005OH00000AX0rVYAT,2025-12-04T15:32:34.000+0000,005OH00000AX0rVYAT,2025-12-04T15:32:34.000+0000,(905)404-6435,,dbrowning@gillespieadams.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBeHaYAK,False,,24272403,0030A0000041wb5QAA,0010A000004nW1zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 4th, 2025 ***
User needed help accessing workspace. Reset password and signin ok. Authenticated with rotation 2 to update email address. KB0023058 followed
===========
Bonjour Oliver,

C’était un plaisir de vous parler aujourd’hui pour vous aider à vous connecter à votre compte Espace Affaires.

Durant notre appel je vous ai aidé à mettre à jour votre mot de passe et vous vous êtes connecté avec succès. J’ai aussi mis à jour votre adresse courriel olivier.laberge@sfl.ca qui pourra désormais être utilisée pour vous connecter à votre compte.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-04T16:21:52.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T16:05:08.000+0000,005OH00000AbJ7aYAF,2025-12-04T16:21:52.000+0000,005OH00000AbJ7aYAF,2025-12-04T16:21:52.000+0000,(819)643-1512X217,,olivier.laberge@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBg89YAC,False,,24275132,003G0000018f6yGIAQ,0010A000002wP0uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client address is incorrect,Medium,KB0015432 - MA is calling saying client address is incorrect on their end. wanted to correct it. Call assist SL Kevin will escalate the case.,True,2025-12-08T14:35:50.000+0000,False,False,005OH00000BFPZHYA5,2025-12-04T16:44:12.000+0000,005OH00000BFPZHYA5,2025-12-08T14:35:50.000+0000,005OH00000BFPZHYA5,2025-12-08T14:35:50.000+0000,(613)967-6060,(613) 921-7799,jeanettemolloy@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBiDBYA0,False,,24276234,003G0000018f77XIAQ,0010A000002wPArQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - ERR-W1287,Medium,"*** DDS Dec 4, 2025 ***
User had error W1287. Cleared cache and cookies, reset password and sign in was successful.
============
Good afternoon Joyce,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call you experienced ERR-W1287. We cleared the cache and cookies and I helped you reset your password. In the end you signed in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-04T17:10:50.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T16:59:16.000+0000,005OH00000AbJ7aYAF,2025-12-04T17:10:50.000+0000,005OH00000AbJ7aYAF,2025-12-04T17:10:50.000+0000,(519)992-7282,(519) 992-7282* call this,jlee@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBkbZYAS,False,,24275696,0030A0000029lUVQAY,0010A000002w8egQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access-,Medium,"*******DDS******* 12/04/2025
User was having issues accessing ws. After pulling up user's profile, i noticed user's advisor code was listed as terminated in Siebel, referred user to contracts and compensation.


******email chain******

Hello Chun, 

     It was a pleasure assisting you today, as discussed you won’t be able to access workspace if your advisor code is not active. You can reach out to contracts&compensation@canadalife.com for an understanding as to why your code is terminated. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T17:05:21.000+0000,False,False,005OH00000BFQFHYA5,2025-12-04T16:51:53.000+0000,005OH00000BFQFHYA5,2025-12-04T17:05:21.000+0000,005OH00000BFQFHYA5,2025-12-04T17:05:21.000+0000,(778)388-6670,,extramileca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBnO8YAK,False,,24273991,003OH00000XHWGgYAP,001OH00000fN6zdYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for Workspace,Medium,"•	Reason for call: Register for WS as MGA
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Guided through logmein for registration
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication

==========================
Hello Farzaneh, 

Thank you for contacting Workspace Support. It was our pleasure in helping you register for Workspace as an MGA. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:39:14.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T16:28:18.000+0000,005OH00000BFQFGYA5,2025-12-04T18:01:57.000+0000,005OH00000BFQFGYA5,2025-12-04T18:01:57.000+0000,(416)902-9967,,farzaneh_mdr@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBnfpYAC,False,,24272956,003G0000018f6XFIAY,0010A000002wOUKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Dig Term Conversion issue - INC1927332,Medium,"****DDS****December 17, 2025

User Patti Matetich does not have TPA delegation to code F5725 from Advisor Mark Calla.

For Patti to retrieve product details in Digital Term Conversion tool, they would need to get TPA delegation setup for code F5725.

Note that in Direct/ADSL Workspace, Patti can view the product details as Workspace has a seperate delegation model than Digital Term Conversion.
===========================================================================================

KB0022694  - dig conversion is not loading.. tried to do the TS steps, no good. Call assit, SL Samantha took over the call.

================================================================================================

****Email Chain****

Hello Patti,

Thank you for your patience while our digital partners investigate the issue you have with doing a term conversion for Cameron.

We were informed that you do not have Third Party Access (TPA) delegation to Marks code (F5725).  For you retrieve product details in Digital Term Conversion tool, you will first need to get TPA setup.  

I have attached the TPA form for your convenience. Please have your aligned advisor fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com for processing. 

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

 


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 11:34 AM
To: Matetich, Patti <patti@millcroftfinancial.ca>
Subject: Case 24272956 - INC1927332 - Phone call follow-Up

Hello Patti,

This is Samantha following up on our phone call regarding an issue you have completing a term conversion for your client and having access to applications submitted by your advisor.

1.	I have gone ahead and escalated the term conversion error to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
2.	Regarding access to submitted applications, we will also be looking into this access issue.

In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T20:22:27.000+0000,False,False,005OH000002iN7pYAE,2025-12-04T16:13:23.000+0000,005OH00000BFPZHYA5,2025-12-17T20:22:27.000+0000,005OH000002iN7pYAE,2025-12-17T20:22:27.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBo8oYAC,False,,24271591,003G0000018f7aAIAQ,0010A000002wPh0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"JAMES SR V SCHUMILAS	

advisor was having login issue. They shared their screen with me to share the error but they were able to login successfully.

Hello James, 

Thank you for calling workspace support team. I am so happy to take your call today.

To recap, You could not login to your workspace. You shared your screen with me via logmein. We tried to login again and it let you in without any issue. Please let me know if this issue arises again.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:01:06.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T15:52:40.000+0000,005OH00000BFiyTYAT,2025-12-04T16:01:06.000+0000,005OH00000BFiyTYAT,2025-12-04T16:01:06.000+0000,(519) 884-9710,,jimschumilassr@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBo8pYAC,False,,24273959,0030A0000029YJ9QAM,0010A000002vxlsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlocked repnet and workspace registration,Medium,"ESTHER BARNETT

Advisor needed help for unlocking their user ID and workspace registration. after authentication, help them to unlock user ID and completed registration.

Hello Esther,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

To recap, you were trying to register for workspace, but your User Id was locked. After authentication, I provided you temporary password and you created your new password for user ID and your account was unlocked. Then you were able to complete workspace registration and login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:46:51.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T16:27:50.000+0000,005OH00000BFiyTYAT,2025-12-04T16:48:33.000+0000,005OH00000BFiyTYAT,2025-12-04T16:48:33.000+0000,(905)201-0129,,deb@lifeviewfinancial.com,(905)201-0117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBty6YAC,False,,24273021,0030A0000029a5WQAQ,0010A000002vzJHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-12-04***
User was having issues with MGA Authenticator.
DDS assisted user with disconnecting and reconnecting Browser Authenticator.
 
================================================================================
****Email Chain**
Hello Jaclyn,

It was a pleasure speaking to you earlier regarding your MGA Workspace Authenticator issues. We’re happy we were able to assist you in disconnecting and reconnecting your Authenticator.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:24:57.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T16:14:23.000+0000,005OH00000AX0rVYAT,2025-12-04T16:24:57.000+0000,005OH00000AX0rVYAT,2025-12-04T16:24:57.000+0000,(705)748-5182,,mike@parkplacefinancial.ca,(705)748-4831,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBuZIYA0,False,,24276628,003G0000018f6RpIAI,0010A000002wOOAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DFSA Application,Medium,"Support staff was doing a dfsa application but receiving an error, they will trouble shoot but shutting down their system and let me know if it works.
****************
Hi Beth   , thank you for contacting the workspace support today.
To recap our call, you were receiving an error with a DFSA application , you did mention you’ll shut down your device and reopen the application to see if you’re able to move forward.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T17:16:36.000+0000,False,False,005OH00000BFQFCYA5,2025-12-04T17:05:04.000+0000,005OH00000BFQFCYA5,2025-12-04T17:19:09.000+0000,005OH00000BFQFCYA5,2025-12-04T17:19:09.000+0000,(519)843-2056,(519) 831-3303,dean@parallelfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBuqxYAC,False,,24275945,0030A0000029nPnQAI,0010A000002wAHYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace password reset,Medium,"***DDS 2025-12-04***
User was trying to reset password and was successful after calling.
User wanted to find client statements.
DDS guided user to client statements.
 
================================================================================
****Email Chain**
Hello Yaping,

It was a pleasure speaking to you earlier regarding your Workspace login issue and statement question. We’re happy we were able to assist you with your Workspace login and guide you to the statement.

If you have any other Workspace related questions, feel free to reply to this email

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T17:01:57.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T16:55:18.000+0000,005OH00000AX0rVYAT,2025-12-04T17:01:58.000+0000,005OH00000AX0rVYAT,2025-12-04T17:01:58.000+0000,(905)897-8333,,,(905)277-6007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBvn0YAC,False,,24272945,0030A0000029V4WQAU,0010A000002vv6rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - MFA,Medium,"User is requesting to sign into Workspace but does not remember setting up a MFA. Saw an email on July 6th saying MFA is set up. 
Logmein- to assist user disconnect MFA and set it up. KB0020738 - rotation 2 

Email: tirso_d@yahoo.com 
Code: D9575
Phone: 416-831-4228
Work: 905-597-8580
Old Phone: 416-551-9606

*********************************************************************
Good morning, Tirso 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
As indicated over the phone, please update your phone number on Apexa and then give us a call back after 24-48 hours and we can assist you with disconnecting the MFA and signing into your account. 

If you have any questions or need further assistance, we’re here to help.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:40:17.000+0000,False,False,005OH00000BG5v4YAD,2025-12-04T16:13:15.000+0000,005OH00000BG5v4YAD,2025-12-04T16:40:17.000+0000,005OH00000BG5v4YAD,2025-12-04T16:40:17.000+0000,(416)831-4228,(416) 831-4228,tirso_d@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBznPYAS,False,,24276456,0030A0000029aSRQAY,0010A000002vzb2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New app issue - MCL inquiry,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Last login date: N/A
-Firm/MGA name: N/A
-Province of practice: N/A
-Used LogMeIn? N/A
-Advisor code(s): B1626

Call details: Caller was having an issue while creating a new app, as the drop down to select the country of birth for the client was not working.
>>>Advised caller to clear their browser's cookies, close it and reopen it. That worked.

---------------------------------------EMAIL------------------------------
Good day Danny,

It was a pleasure speaking on the phone with you earlier regarding your access limitations into to a new application.

I'm glad that the issue is resolved after clearing your browser’s cookies, closing it then reopening it.

For all your inquiries about MCL, please reach out to the MCL technical support team at : 1-888-534-1836

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T17:11:54.000+0000,False,False,005OH00000AbCcLYAV,2025-12-04T17:02:32.000+0000,005OH00000AbCcLYAV,2025-12-04T17:15:04.000+0000,005OH00000AbCcLYAV,2025-12-04T17:15:04.000+0000,(204)949-6360,(204) 292-2885,danny.chung@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hBzxAYAS,False,,24278439,0031600002OjELEAA3,0010A000002wNmKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Case 24039034,Medium,"Call to Assist (Jennifer) regarding case Case 24039034
Email from Mackenzie C. regarding a role on Workspace MGA account change from MA to an Advisor.
Agent confused between multiple KBs: KB0021343
KB0019428 
KB0018943  
KB0017646

User doesn't have advisor MGA account or code on Siebel (only for ADSL).

>>>Advised to let the sender know that the user doesn't have an active MGA  advisor  code and for their MGA to contact the contracts team to add them.


-----------------------------EMAIL-------------------
Good day Mackenzie,

It appears that advisor CHERIE DOLSTRA does not have an active MGA advisor code in Siebel.

Their MGA will need to contact the Contracts and Licensing team to have them added.

For assistance, the Contracts and Compensation team can be reached at: contracts&compensation@canadalife.com 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 3, 2025 7:18 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace - Case 24039034

Cherie’s MGA account needs to be an advisor account linked to her MGA code. 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 25, 2025 7:10 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: RE: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace - Case 24039034

Hi Mackenzie,

Thank you for contacting Workspace Support team.  

Please note that advisor Cherie Dolstra has two active Workspace accounts, both accessible using the same email address but through different associations.:
-	Advisor account, under their Advisor solutions code (CHERIE MARGUERITE DOLSTRA)
-	MA account, for the MGA (CHERIE DOLSTRA)

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 





From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November 25, 2025 10:01 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

Hi There, 

Can you confirm is Cherie is set up for MGA workspace? 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: cheried@lighthouseprivatewealth.ca <cheried@lighthouseprivatewealth.ca> 
Sent: November 24, 2025 2:39 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: RE: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

It just shows up when I login to Workspace, I still use the Canada Life one. I think it might actually be the one I use to access James’ Canada Life clients that went through the MGA channel. Cherie Dolstra, BSc, CFP®, CLU® CERTIFIED
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
It just shows up when I login to Workspace, I still use the Canada Life one. 

I think it might actually be the one I use to access James’ Canada Life clients that went through the MGA channel. 

Cherie Dolstra, BSc, CFP®, CLU®
CERTIFIED FINANCIAL PLANNER®
Investment Representative – Quadrus Investment Services Ltd.

Lighthouse Private Wealth Inc.
294 Aylmer Street North
Peterborough ON K9J 3K7
Tel: (705) 748-5101 
Fax: (705) 874-3262 
cheried@lighthouseprivatewealth.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November 24, 2025 1:28 PM
To: Dolstra, Cherie <cheried@lighthouseprivatewealth.ca>
Subject: RE: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

Hi Cherie, 

To my knowledge everyone has a CL code now! 

Are you using MGA workspace?

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: cheried@lighthouseprivatewealth.ca <cheried@lighthouseprivatewealth.ca> 
Sent: November 24, 2025 1:08 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: ACTION REQUIRED: Setting up MGA Workspace

Hi Mackenzie, Do you know where we ended up with the new Canada Life code? I know Matt wanted to figure things out before proceeding regarding how the company was set up. I do have Workspace (Canada Life – MGA) in my Advice Canada. Do

Hi Mackenzie,

Do you know where we ended up with the new Canada Life code? I know Matt wanted to figure things out before proceeding regarding how the company was set up.

I do have Workspace (Canada Life – MGA) in my Advice Canada. Do I need to do anything?

When are the contract changes happening?

Thanks,

Cherie

Cherie Dolstra, BSc, CFP®, CLU®
CERTIFIED FINANCIAL PLANNER®
Investment Representative – Quadrus Investment Services Ltd.

Lighthouse Private Wealth Inc.
294 Aylmer Street North
Peterborough ON K9J 3K7
Tel: (705) 748-5101 
Fax: (705) 874-3262 
cheried@lighthouseprivatewealth.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: November 19, 2025 3:37 PM
To: Undisclosed recipients:
Subject: ACTION REQUIRED: Setting up MGA Workspace
Importance: High

I trust that this email finds you well.
 
You have not registered for Canada Life (MGA) Workspace. You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. Please complete this by Monday November 24th. 
 
“With the Canada Life direct insurance contract changes happening in 2026 you will need to register for MGA Workspace so that you can continue to write insurance business with Canada Life through your MGA contract.
 
You will be able to link your Canada Life direct Workspace account with you MGA Workspace account for ease of use moving forward”
 
Please see slideshow above for instructions on how to register.
 
*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.
 
Kindly let me know if you require any assistance or need to know your activation code.
 
Thank you,


Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-04T17:40:25.000+0000,False,False,005OH00000AbCcLYAV,2025-12-04T17:30:51.000+0000,005OH00000AbCcLYAV,2025-12-04T18:14:54.000+0000,005OH00000AbCcLYAV,2025-12-04T18:14:54.000+0000,(705)748-5101,,cheried@lighthouseprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hC0DDYA0,False,,24278530,003G0000018f6rjIAA,0010A000002wOtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Typo in form in ACH,Medium,"Typo in form in ACH

Bonjour @Advisor Content,

Patricia nous a fait parvenir une coquille dans le nom du formulaire ici-bas. 

Pouvez-vous faire la correction nécessaire? 

Merci!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Patricia Poirier <patricia@groupezelta.com> 
Sent: Tuesday, December 2, 2025 10:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] mot ASSURANCE mal écrit

Bonjour à vous, Il manque un ‘’s’’ dans le nom d’un formulaire sur cette page https: //www. acp. canadalife. com/fr/secure/formulaires-et-processus/living-benefits-processes/directives-de-paiement-des-prestations. html
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour à vous,

Il manque un ‘’s’’ dans le nom d’un formulaire sur cette page


https://www.acp.canadalife.com/fr/secure/formulaires-et-processus/living-benefits-processes/directives-de-paiement-des-prestations.html                          
 


Prendre rendez-vous directement dans mon agenda en ligne en cliquant ICI.
Les rendez-vous seront principalement en vidéoconférence sécurisée via Microsoft TEAMS ou en personne si nous le prévoyons d'avance.  

Patricia Poirier, 
Conseillère en sécurité financière et 
Conseillère en assurance et rentes collectives
Zelta Conseils – Cabinet de services financiers
Représentante en investissement
Services d'investissement Quadrus ltée.

NOUS AVONS DÉMÉNAGÉ : 
1220 Lebourgneuf, bureau 250, 
Québec (Québec)
G2K 2G4

Zelta Conseils – Cabinet de services financiers

Bureau : (581) 703-3188
Fax : (888) 466-4426
Cellulaire : (418) 931-8552
patricia@groupezelta.com
https://www.groupezelta.com/

Si vous ne souhaitez plus recevoir de courriels de ma part, veuillez répondre au présent courriel en indiquant « Désabonnement » dans l’objet. If you no longer want to receive emails from me, please reply with “Unsubscribe” in the subject line.
Le Contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-04T17:32:09.000+0000,False,False,0055o000001zVCKAA2,2025-12-04T17:32:09.000+0000,0055o000001zVCKAA2,2025-12-04T17:32:18.000+0000,0055o000001zVCKAA2,2025-12-04T17:32:18.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hC0Q8YAK,False,,24276627,003OH000009iPjyYAE,001OH00000Bnuz3YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration,Medium,"***DDS 2025-12-04***
User wanted to register for MGA Workspace.
DDS referred user to DM to obtain User ID.
 
================================================================================
****Email Chain**

Hello Jing,

It was a pleasure speaking to you earlier regarding your MGA Workspace registration. As discussed, please email Distribution_Methodology@canadalife.com to obtain your User ID. Once you have your user ID, feel free to give us a call back and we would love to assist you with your Workspace registration.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T17:13:59.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T17:05:03.000+0000,005OH00000AX0rVYAT,2025-12-04T17:13:59.000+0000,005OH00000AX0rVYAT,2025-12-04T17:13:59.000+0000,(437)286-4946,,jingzhang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hC0oIYAS,False,,24274942,0030A0000029axQQAQ,0010A000002w00XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Workspace,Medium,"Caller Name: RUTH FLEMING
Advisor or support staff: Advisor 
Advisor Code: D4210 MGA
Advisor Name: RUTH FLEMING	
Phone: following KB0020738
Email: ruthf@alleninsurance.ca		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Can't access Workspace/deleted the authenticator app to fix but then re-installed it and now the acct for CL is not there. 

FINDINGS: 
SF not locked. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001p6lPAAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HFT8AAO%26cntc%3D0035o000004HFT8AAO%26id%3D0055o000001p6lPAAQ

RESOLUTION: following KB0020738, verified/called her back at the # in Siebel 	(705) 924-2632
disconnected the auth from SF. had her setup again. signed in/out again to test with success.

--------------------------------------***DDS  12/04/2025***--------------------------
Hello Ruth, 

Thank you for contacting Workspace Support today regarding not being able to access Workspace.

It was a pleasure speaking to you and helping you regain access.

As you had issues signing in, you deleted the authenticator app on your phone in hoping to resolve but then re-installed it again and the account was not present.

It was a pleasure speaking to you earlier and helping you setup your Microsoft Authenticator app on your phone to access Workspace.
 
Here is a recap of what we did today during our LogMeIn session.
1.	Verified and disconnected the old authenticator profile
2.	Had you sign into Workspace, you were prompted to update your password.
3.	Then had you setup your Google Authenticator on your phone
4.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

To update the name on the account for Workspace, try this, 
1.	From the Authenticator app, press the account name. ...
2.	Tap the pencil icon top right beside the + sign.
3.	Rename the account so that it will be easy to identify. ...
4.	Tap Save.
 


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T17:05:24.000+0000,False,False,005OH00000AUS7aYAH,2025-12-04T16:41:44.000+0000,005OH00000AUS7aYAH,2025-12-04T17:05:24.000+0000,005OH00000AUS7aYAH,2025-12-04T17:05:24.000+0000,(705)924-2632,,ruthf@alleninsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hC0rWYAS,False,,24274034,003G0000018f6SOIAY,0010A000002wOOjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Access - INC1927372,Medium,"*** DDS 23DEC2025 ***
issue was resolved Dec 9 on a teams call with the user and tier 2. closing case.

*** DDS04DEC2025 *** INC1927372 submitted

Joseph Talerico
User is having trouble accessing product illustration
error message: program maintenance - repair or remove product illustration from my computer.
 KB0023363- connected to user through a logmein session and walked through the process of uninstalling and reinstalling the application which did not resolve the issue
I escalated to level 2

-------------------------EMAIL:
Hello Joe,

Thank you for contacting Workspace Support today regarding the Product Illustrator access issue. It was a pleasure speaking with you! To recap, you are getting an error message when attempting to run/install the desktop Product Illustrator which was not resolved by uninstalling and attempting to reinstall while you were on the phone with Precious. We have escalated the issue to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T13:32:31.000+0000,False,False,005OH000006wv2TYAQ,2025-12-04T16:28:50.000+0000,005OH00000BGf2TYAT,2025-12-23T13:32:32.000+0000,005OH000006wv2TYAQ,2025-12-23T13:32:32.000+0000,(403)380-5085,,joe@talericofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hC11DYAS,False,,24274210,003OH00000PPS1BYAX,001OH00000UuC0qYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration Issue,Medium,"***DDS 2025-12-04***
User was not able to proceed from the do you have a User ID page and are you a Primerica user.
User selected I have User ID, but was not able to proceed using Microsoft Edge.
DDS advised user to use Google Chrome but was still unsuccessful.
DDS was able to continue upon clearing cache and cookies.
User forgot User ID and self serve portal was not functioning.
DDS referred user to DM to receive User ID.
 
================================================================================
****Email Chain**
Hello Joe,

It was a pleasure speaking to you earlier regarding your MGA Workspace registration issue. We’re happy we were able to assist you in registering for MGA Workspace by clearing your cache and cookies. Unfortunately, we were unable to recover your User ID and you had to email Distribution_Methodology@canadalife.com to receive it.

Once you have received your User ID, feel free to give us a call back and we would love to assist you with your MGA registration.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:53:54.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T16:31:35.000+0000,005OH00000AX0rVYAT,2025-12-04T16:53:54.000+0000,005OH00000AX0rVYAT,2025-12-04T16:53:54.000+0000,(613)747-8181,,joe.truglia@truespectwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hC4K8YAK,False,,24278757,003G0000018f6vSIAQ,0010A000002wOxLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Additional learning material onSimple protect,Medium,"user request further assistance via the survey link.
KB0021631 

Email===================
Bonjour Solange,

Merci d’avoir demandé des formations supplémentaires sur l’application Simplement Protégé.

Pour les nouvelles propositions sur l’application Simplement Protégé au soutien d’espace d’affaire, nous avons une connaissance limitée du processus et du produit concerné, nous sommes plus expérimentés dans l’assistance technique.

Cependant j’inclus un lien que j’ai trouvé qui peut vous aider à trouver votre réponse à votre question sur le nouveau processus de proposition et la limitation.

Voici le lien https://www.acp.canadalife.com/fr/plus/technology/affaires-nouvelles.advisor-content-portal-site-access.html, pour que ce lien fonctionne, vous devez avoir votre espace d’affaire ouvert.

Si vous ne parvenez pas à trouver votre réponse sur le lien d’apprentissage, vous devrez contacter l’associée régionale des ventes pour d’autres questions, je suis sûr qu’elle pourra vous aider.

Voici une liste dès l’associée régionale des ventes au Québec qui pourraient vous aider :

Julie Dupras
Régional Sales Manager
5149692857
julie.dupras@canadavie.com


Josee Ledoux 
Josee.Ledoux@canadavie.com

Marie- Claire Jobson
Marie-Claire.Jobson@canadavie.com
 
Et

Melissa Gbago
Melissa.Gbago@canadavie.com

J’espère que cette information pourra vous être utile.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur Simplement Protégé: Simplement Protégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 3, 2025 10:42 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: Solange Guay Topic: Would you like additional training on Workspace/Salesforce? Oui What can we help
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Solange Guay
Topic: 
Would you like additional training on Workspace/Salesforce? Oui
What can we help you learn more about in Workspace?:  propoble avec simple protege vous donc dirige vers Julie Dupras",True,2025-12-04T18:33:55.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-04T17:35:16.000+0000,005OH00000AZ3ZxYAL,2025-12-04T18:33:55.000+0000,005OH00000AZ3ZxYAL,2025-12-04T18:33:55.000+0000,(819)665-8876,(819) 665-8876,solange.guay@solangefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hC7YCYA0,False,,24279131,0030A0000029o1VQAQ,0010A000002wAlmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"GORDON HINKSON
advisor does not have access to workspace. 
I checked and they need to register
sent them registration steps to complete the process and let us know if they have any questions.

Email:
----------
Hello Kim,

It was brought to our attention that you are trying to access your workspace account. However, our system shows that you do not yet have an online account.

Please follow the steps below to register for an account:

STEP 1: To register for workspace please go to https://workspace.canadalife.com/registration
 
STEP 2: You will need to enter your User ID and password. 
*If you do not have your User ID,  you can visit this link and select ‘forgot User ID’ or contact Distribution_Methodology@canadalife.com
 
STEP 3: You will also need to enter your advisor code (comp code)
*If you do not know your advisor code, please contact 
CanadaLife.Contracts&Licensing@canadalife.com 
 
Please let us know if you are having any trouble with your registration.

If this is incorrect and you believe you have registered before, please call us at 1-888-999-4516 and anyone on Workspace will be happy to assist you with troubleshooting. Our team is available between the hours of 8am and 8pm EST Monday-Friday.

Please respond to my email and let me know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: December 3, 2025 5:00 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Kim Hinkson <kim.hinkson@oceanwestfg.com>
Subject: 40182 GORDON ""KIM"" HINKSON

Hi Workspace Support, 

The advisor Kim Hinkson is trying to log into Workspace and requested a password reset hours ago. He still has not received anything. Can you please connect with Kim cc’d to make sure he can access our site. 

He needs access to commission statement only available in Workspace/ FASATWeb. 

@Kim Hinkson – you can try calling Service Desk directly at 1-800-475-7001 for any Workspace related issue. 


How to pull statements online:
•                     Log into Workspace
•                     Under “Other tools and platforms” – select FASATWeb
•                     Go to Reporting in FASATWeb 
•                     Click on Report Repository  
•                     Click on the drop-down menu for all period-end dates
•                     Click on the green button to download the statement  
•                     Click the blue underlined Complete Download link  
•                     The PDF of the commission statement will open
 
 


Thank you, 
Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC   V7X 1K8

If you are unable to reach me try:
Melinda Bascoguin
Regional Sales Associate, Insurance
Distribution Excellence
Melinda.Bascoguin@canadalife.com 
Ph: (604) 331-2465

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.


 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-04T17:43:06.000+0000,False,False,005OH00000BGf2TYAT,2025-12-04T17:40:50.000+0000,005OH00000BGf2TYAT,2025-12-04T17:43:06.000+0000,005OH00000BGf2TYAT,2025-12-04T17:43:06.000+0000,(604)662-3150,,kim.hinkson@oceanwestfg.com,(604)662-3151,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hC8HBYA0,False,,24275047,0030A0000029ZhJQAU,0010A000002vywLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-1283,Medium,"User receiving error message, advised to reset password. 

Email: jbellissimo@assante.com

***************************************************************
Good afternoon, Jennifer 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!
 
In regard to the error message ERR-W1283 you want to select on reset password to update the password, this error can populate when their were too many failed attempts. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:47:48.000+0000,False,False,005OH00000BG5v4YAD,2025-12-04T16:43:06.000+0000,005OH00000BG5v4YAD,2025-12-04T16:47:48.000+0000,005OH00000BG5v4YAD,2025-12-04T16:47:48.000+0000,(905)277-7918,,jbellissimo@assante.com,(905)273-9260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hC9WeYAK,False,,24280955,0030A000004pxeJQAQ,0010A000005bYKBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:07:40.000+0000,False,False,005OH000002iJPDYA2,2025-12-04T18:07:40.000+0000,005OH000002iJPDYA2,2025-12-04T18:07:41.000+0000,005OH000002iJPDYA2,2025-12-04T18:07:41.000+0000,(604)438-3699,(778) 990-0629,zhenwang@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCA4ZYAW,False,,24278772,0030A0000029VlqQAE,0010A000002vvdpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor switched phones and is unable to connected their MFA.
***********
Hi Fitzallen, thank you for contacting the workspace support today.

To recap our call, you were having issues signing onto workspace due to your MFA being on your old phone. Today we did disconnect your old authenticator and set up your new one on your current phone.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T17:40:34.000+0000,False,False,005OH00000BFQFCYA5,2025-12-04T17:35:24.000+0000,005OH00000BFQFCYA5,2025-12-04T17:50:56.000+0000,005OH00000BFQFCYA5,2025-12-04T17:50:56.000+0000,(416)875-7385,,fitzallen.sutton@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCBGgYAO,False,,24276026,003OH00000HmbA1YAJ,001OH00000LsRgjYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support,Medium,"Advisor wanted to know where they can start an application.
*************
Hi Josh , thank you for contacting the workspace support today.
To recap our call, you wanted to confirm where you can start applications within workspace. You can use the New Business app and Simple protect.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this https://advisorynetwork.swoogo.com/feedbacksurvey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T16:59:35.000+0000,False,False,005OH00000BFQFCYA5,2025-12-04T16:56:27.000+0000,005OH00000BFQFCYA5,2025-12-04T17:02:21.000+0000,005OH00000BFQFCYA5,2025-12-04T17:02:21.000+0000,(306)630-9275,,jbryant@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCBLcYAO,False,,24281260,0030A000008p4CSQAY,0010A000009jrrEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Repnet Mill Clean Up,Medium,"***DDS*** 12/04/25
Name: Adam Rea
Phone: 
Reference: KB0021631

Hello Adam, 

Thank you for the screenshot.  

Since Workspace support can only assist with techinal fixes to the web applications we are not the experts on the how to’s.

I have confirmed for Simple Protect and New Business Web App - questions, how to, app status, and training inquiries you can reference the New Business Web app guide that can be access though Workspace.

Select:
More - above your initials.
Technology - tile with a laptop computer icon.
New Business WebApp.

If you still cannot find your answer please refer to your Regional Sales Associate (RSA)
Wanda Leinweber 
Wanda.Leinweber@canadalife.com

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Adam Rea <adam.rea@myflightplan.ca> 
Sent: December 4, 2025 1:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 24281260 - RE: Repnet Mill Clean Up?

You bet. Here it is. Yes please! The ones that are complete, declined, or not proceeding with are still there months later. Thanks, Adam Rea, B. Comm Senior Associate | Flight Plan Financial Corp. Representing Canada Life Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
You bet. Here it is. Yes please! The ones that are complete, declined, or not proceeding with are still there months later. 

Thanks, 

Adam Rea, B.Comm
Senior Associate | Flight Plan Financial Corp.
Representing Canada Life
Investment Representative | Quadrus Investment Services.
Suite 200, 229 - 11th Ave SE
Calgary, AB T2G 0Y1
📱 Cell: 403-813-7433
🌐 Website: myflightplan.ca
📧 New Email: adam.rea@myflightplan.ca




***DDS*** 12/04/25
Name: Adam Rea
Phone:
Agent code:
Reference: Probing questions and Screenshot request.

Hello Adam,

Can you please take a screen shot of the screen you are looking at so I have a better understanding please.

To confirm there are no errors, you just want to clean up the Dashboard?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Adam Rea <adam.rea@myflightplan.ca> 
Sent: December 4, 2025 1:15 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 24281260 - RE: Repnet Mill Clean Up?
Importance: High

Hi Vinh, I emailed them originally with this request and they instructed me to reach out to your email address… See below. Thanks, Hi Adam, Thank you for your email. The Distribution Digital Support (DDS) team (also known as Workspace Support)
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Vinh, 

I emailed them originally with this request and they instructed me to reach out to your email address… See below. 

Thanks, 

Hi Adam,
Thank you for your email. The Distribution Digital Support (DDS) team (also known as Workspace Support) is responsible for advisor support for digital tool issues with WebApp, SimpleProtect, Insurance Illustrations etc.
Please contact the Workspace Support team at the appropriate number/email below.
DDS Support Details:
•	Hours: 8am–8pm ET
•	Languages: Bilingual support available
•	Contact: By phone or email
•	Direct advisors: 1-888-999-4516  
•	Indirect (MGA, National Account) 1-800-475-7001  
•	Direct advisors workspacesupport@canadalife.com   
•	Indirect (MGA, National accounts) clworkspacesupport@canadalife.com   

Thank you,

Paula Poultney
Associate Manager, Insurance Operations, New Business
Paula.Poultney@canadalife.com Phone: (548) 482-5987



Adam Rea, B.Comm
Senior Associate | Flight Plan Financial Corp.
Representing Canada Life
Investment Representative | Quadrus Investment Services.





***DDS*** 12/04/25
Name: Adam Rea
Phone: 
Agent code: 
Reference: KB0021989

Hello Adam,

Thank you for contacting the Workspace support group regarding submitted applications.

Please contact your New Business Associate (NBA) in regards to inquiries about applications that has already been submitted.

If you do not know who your New Business Associate is please advise which channel you are inquiring about?  Direct or MGA and we will assist in locating your NBA.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Adam Rea <adam.rea@myflightplan.ca> 
Sent: December 3, 2025 11:30 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Repnet Mill Clean Up?

Hello, My repnet new business applications mill is still full of applications from the past year that were completed, declined, or not proceeded with. I’m just curious if someone can help clean up my existing files so that the ones that are
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, My repnet new business applications mill is still full of applications from the past year that were completed, declined, or not proceeded with. I’m just curious if someone can help clean up my existing files so that the ones that are
 
Hello, 
 
My repnet new business applications mill is still full of applications from the past year that were completed, declined, or not proceeded with. I’m just curious if someone can help clean up my existing files so that the ones that are finished are removed so that I can focus on the ones that are active. 
 
Thank you, 
 
Adam Rea, B.Comm
Senior Associate | Flight Plan Financial Corp.
Representing Canada Life
Investment Representative | Quadrus Investment Services.
Suite 200, 229 - 11th Ave SE
Calgary, AB T2G 0Y1
📱 Cell: 403-813-7433
🌐 Website: myflightplan.ca
📧 New Email: adam.rea@myflightplan.ca
Follow me:
Instagram | Facebook | LinkedIn
📞 For immediate assistance, please contact Client Service at 1-888-252-1847",True,2025-12-04T18:12:25.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T18:12:25.000+0000,005OH00000BGeeHYAT,2025-12-05T16:35:53.000+0000,005OH00000BGeeHYAT,2025-12-05T16:35:53.000+0000,(403)313-2026X2,(403) 813-7433,adam.rea@myflightplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCCnvYAG,False,,24278221,003G0000018f79nIAA,0010A000002wPD6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up on INC1855156,Medium,"*12/4*
----------------
Karima Mulji

follow up on INC1855156
getting a lot of notifications from the ticket so it was causing confusion, they are also noticing the address keeps changing back and forth to what it is supposed to be and back into the incorrect address. 

*email*
----------------
Good afternoon Karima, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to follow up on the INC mentioned above since you have been getting constant notifications from the SNOW ticket as well as you keep noticing the information that you requested to be corrected keeps changing between what it should be and what it was. The ticket is going back to our support team to have them fix it. Someone will email you advising you when the work is complete, please disregard the ticket notifications and just watch for our email to you about it. If you have any questions or concerns, please reply to this email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T18:11:12.000+0000,False,False,005OH000008919xYAA,2025-12-04T17:27:48.000+0000,005OH000008919xYAA,2025-12-04T18:11:12.000+0000,005OH000008919xYAA,2025-12-04T18:11:12.000+0000,(416)722-4794,(416) 722-4794,shawn@prizemanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCDGyYAO,False,,24277799,003G0000018f6c0IAA,0010A000002wOZIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access:,Medium,"*****DDS**** 12/04/2025
User was having issues accessing workspace. As they were getting error 1501 upon sign in. Did a logmein session and noticed user was using a bookmarked link. Shared a new link and user was able to sign in successfully. 


*****email chain*****

Hello Dan,

     It was a pleasure assisting you today. You can now log into Workspace using this link  https://workspace.canadalife.com/. I would also suggest updating your bookmarked links, so you are able to sign in easier next time. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T17:36:54.000+0000,False,False,005OH00000BFQFHYA5,2025-12-04T17:21:23.000+0000,005OH00000BFQFHYA5,2025-12-04T17:36:54.000+0000,005OH00000BFQFHYA5,2025-12-04T17:36:54.000+0000,(204)955-7777,(204) 955-7777,dan.hutton@protectyournet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCECvYAO,False,,24276186,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,,True,2025-12-04T17:11:14.000+0000,False,False,005OH000006uYrkYAE,2025-12-04T16:58:38.000+0000,005OH000006uYrkYAE,2025-12-04T17:11:14.000+0000,005OH000006uYrkYAE,2025-12-04T17:11:14.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCHlwYAG,False,,24279203,003G0000018f7G9IAI,0010A000002wPKwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TPA Inquiry for Advisor GLEN WILLIAM VATERS,Medium,"***DDS Dec.4/2025***
ASA was inquiring whether or not they had TPA access to Advisor Glen Vaters MGA clients in Workspace. Did some investigating pulled up Siebel and confirmed they had TPA access, and also went to the ASA Workspace account and confirmed they had access to the Advisor's MGA clients.

*****Email*****
Hello Mackenzie,

Thanks for contacting the Workspace Support team regarding the TPA on file for Glen Vaters.

We tested and confirmed they have TPA on file for Glen Vaters and have access to his clients.

Please refer the user to us if they are having issues finding a client or policy.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 3, 2025 10:20 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: Workspace MGA - Glen's Clients - Case - 24279203

Can you confirm if there is a TPA on file for Glen Vaters?

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Leanne Cosstick <leannecosstick@awmi.ca> 
Sent: December 3, 2025 8:55 AM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] Workspace MGA - Glen's Clients

Hi Mackenzie It appears we don’t have access to Glen’s MGA clients in WS. Is there something we missed or did HO not give us access? Thanks. Leanne Cosstick | Underwriting Specialist Active Wealth Management Inc. | 11 Bay Bridge
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Mackenzie

It appears we don’t have access to Glen’s MGA clients in WS.  Is there something we missed or did HO not give us access?  Thanks.

Leanne Cosstick | Underwriting Specialist

Active Wealth Management Inc. | 11 Bay Bridge Road Suite 207, Belleville, ON, K8P 3P6 
T: 613-771-0115 | F: 613-771-0121 | E: leannecosstick@awmi.ca
Website: Active Wealth Management | Gain financial confidence.

We demonstrate we care through actions.

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy of it or its contents.  Thank you.",True,2025-12-04T17:42:09.000+0000,False,False,005OH00000BFQFBYA5,2025-12-04T17:42:09.000+0000,005OH00000BFQFBYA5,2025-12-04T18:29:40.000+0000,005OH00000BFQFBYA5,2025-12-04T18:29:40.000+0000,(613)771-0115,,glenvaters@awmi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCJEIYA4,False,,24281624,003OH00000YLmECYA1,001OH00000hLMGHYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/4*
----------------

Reid Cameron 
h7899
was just calling about getting registering for Workspace, it's giving me an error message and saying Workspace does not have my data
err w1510
they just registered Repnet today
advised that they will need to wait 48 hours 

*email*
----------------
Good afternoon Reid, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You just got finished registering your Repnet ID today and when you went to register for Workspace it gave you the code ERR W1510. This was just due to the information from Repnet not being fed into Workspace yet, it typically takes 48 hours for this to occur and after that point you will be able to register. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T18:49:31.000+0000,False,False,005OH000008919xYAA,2025-12-04T18:17:44.000+0000,005OH000008919xYAA,2025-12-04T18:49:32.000+0000,005OH000008919xYAA,2025-12-04T18:49:32.000+0000,(343)277-2683,,rcameron@assante.com,(613)549-5691,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCKANYA4,False,,24281766,0030A00000BgsXFQAZ,0010A00000CH5q7QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Update WS Email,Medium,"•	Reason for call: Update WS email
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Update in SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication

============================
Hello Wei, 

Thank you for contacting Workspace Support. It was our pleasure in helping you update your Workspace email and password to help you gain access to your account. 

Your voice matters. Let us know what you thought about the quality of service by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T18:28:47.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T18:19:44.000+0000,005OH00000BFQFGYA5,2025-12-04T18:51:22.000+0000,005OH00000BFQFGYA5,2025-12-04T18:51:22.000+0000,(778)922-8887,,viviangao@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCKAPYA4,False,,24283364,0030A0000029aPRQAY,0010A000002vzZ5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login issue ERR-W1283,Medium,"PAUL P HARROP

Advisor needed help for unlocking their account. They were not able to confirm their last successfull login and unfortunately I can't help him.

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

In our today’s call, you needed assistance for unlocking your account. Unfortunately, you were not able to confirm your last successful login to workspace. Due to this I won’t be able to unlock your account. You can reach out to MGA to confirm your last business with Canada life through workspace.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T19:09:39.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T18:41:45.000+0000,005OH00000BFiyTYAT,2025-12-04T19:09:39.000+0000,005OH00000BFiyTYAT,2025-12-04T19:09:39.000+0000,(514)594-5858,,pnhfin@gmail.com,(514)587-2490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCPMsYAO,False,,24280121,0030A0000029bgyQAA,0010A000002w0YiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing Successor Holder - WSL - INC1931216,Medium,"Missing Successor Holder

=================================================================================

Hello Shelly,

Thank you for your patience while our digital partners review your request to have the successor holder added to your client’s product details in Workspace.

The good news is that the successor holder is now visible. Log into Workspace at anytime to view.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 12:43 PM
To: White, Shelly <Shelly.White@canadalife.com>
Cc: crystal.yeung meritrust.ca <crystal.yeung@meritrust.ca>
Subject: RE: 90171599 - ALAN KAR LEUNG CHOW - C24280121

Hi Shelly, 

Thanks for confirming. 

We have escalated this case to our second level support. 

They will communicate with you once an update is available. 

Have a wonderful day. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: White, Shelly <Shelly.White@canadalife.com> 
Sent: Monday, December 8, 2025 5:26 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: crystal.yeung meritrust.ca <crystal.yeung@meritrust.ca>
Subject: RE: 90171599 - ALAN KAR LEUNG CHOW - C24280121

It was updated on system November 25th


Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 5, 2025 7:25 PM
To: White, Shelly <Shelly.White@canadalife.com>
Cc: crystal.yeung meritrust.ca <crystal.yeung@meritrust.ca>
Subject: RE: 90171599 - ALAN KAR LEUNG CHOW - C24280121

Hi Shelly, 

Can you confirm when it was processed?

It can take up to 7 business days for changes to flow from systems to Workspace. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 





From: White, Shelly <Shelly.White@canadalife.com> 
Sent: Thursday, December 4, 2025 10:01 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: crystal.yeung meritrust.ca <crystal.yeung@meritrust.ca>
Subject: RE: 90171599 - ALAN KAR LEUNG CHOW - C24280121

Yes, the successor holder, CHUI HUNG TSANG, appears correctly on system


Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: CL Workspace Support 
Sent: December 4, 2025 12:58 PM
To: White, Shelly 
Cc: crystal.yeung meritrust.ca 
Subject: RE: 90171599 - ALAN KAR LEUNG CHOW - C24280121

Hi Shelly, 

Thank you for contacting Workspace Support. 

Can you confirm if the successor holder designation was processed? If so, can you confirm the date it was processed and added to this policy?

Thanks for your help. 



If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


Warm Regards, 

Carl D.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: White, Shelly <Shelly.White@canadalife.com> 
Sent: Wednesday, December 3, 2025 7:27 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: crystal.yeung meritrust.ca <crystal.yeung@meritrust.ca>
Subject: 90171599 - ALAN KAR LEUNG CHOW

Hello Workspace Support

We have received the following enquiry from the advisor. Would you please assist by confirming the Successor Holder appears on Workspace and where the advisor can locate the information.

 

Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-11T15:22:55.000+0000,False,False,005OH000002iN7pYAE,2025-12-04T17:55:41.000+0000,0055o000001zVCKAA2,2025-12-11T15:22:55.000+0000,005OH000002iN7pYAE,2025-12-11T15:22:55.000+0000,(905)307-8999,(647) 988-8939,kayancrystal@gmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCQe2YAG,False,,24282166,003G0000027WrZcIAK,0010A000002wTCaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access - ERR-W1283,Medium,"KB0017399 - assisted the advisor in unlocking the account successfully.
===================

Hi Ken,

Thank you for contacting the workspace support about getting an error ERR-W1283 when trying to access workspace.

We have identified that your access was locked due to multiple access failure using an incorrect detail. We have confirmed your details and updated everything, unlock and reset your password. We can also confirm that you were able to regain your access to workspace.

Appreciate your patience and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T18:47:07.000+0000,False,False,005OH00000BFPZHYA5,2025-12-04T18:25:39.000+0000,005OH00000BFPZHYA5,2025-12-04T18:47:07.000+0000,005OH00000BFPZHYA5,2025-12-04T18:47:07.000+0000,(519)215-3897,(519) 215-3897,ken@protectyourfinances.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCRGiYAO,False,,24282593,0030A0000029fCyQAI,0010A000002w3QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:31:34.000+0000,False,False,005OH0000084GETYA2,2025-12-04T18:31:34.000+0000,005OH0000084GETYA2,2025-12-05T16:58:18.000+0000,005OH0000084GETYA2,2025-12-05T16:58:18.000+0000,(289)244-5883,,mariasaputo@saputofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCSHXYA4,False,,24281860,003OH00000H69OfYAJ,001OH00000L7pD3YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:21:13.000+0000,False,False,005G0000002gxxjIAA,2025-12-04T18:21:13.000+0000,005G0000002gxxjIAA,2025-12-04T18:21:13.000+0000,005G0000002gxxjIAA,2025-12-04T18:21:13.000+0000,(514)677-5459,,lili.stanovici@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCSJEYA4,False,,24281876,003G000001vebzBIAQ,0010A000002wT4dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Advisor locked out of Workspace - cannot complete CRM download and Acknowledgment,Medium,"***DDS*** 12/04/25
Name: John Enright 
Phone: 
Agent code: F7282
Reference: KB0020858

Hi John

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace access.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Van Esch, Jacqueline <Jacqueline.VanEsch@advicecanada.com> 
Sent: December 4, 2025 10:51 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Enright, John <jenright.jr@mcdougallinsurance.com>
Subject: Advisor locked out of Workspace - cannot complete CRM download and Acknowledgment

Hi 

Can you please work with John Enright to gain access to his Workspace account. He advised he has been locked out.

Can you also provide guidance on the CRM download page to download and acknowledge his data.

0050A000001ceLXQAY	U0000068291	JOHN ENRIGHT	MCDOUGALL INSURANCE FINANCIAL LTD

John, here are the resources for you to review regarding the project and job aids for validating your data.

Resources on upcoming changes to Workspace's CRM function

understanding-your-crm-data-job-aid-en.pdf

downloading-crm-data-extract-job-aid-en.pdf


Thank you so much

Warm regards
Jacqueline VanEsch
Technology Solutions Partner
jacqueline.vanesch@advicecanada.com  
Teams Phone:  1 403-515-6810

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
Any personal information you provide will be used in accordance with our privacy policy
Upcoming Vacations/Out of Office:  
-	December 1and 2nd 2025
-	January 2nd, 2026",True,2025-12-04T18:21:27.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T18:21:27.000+0000,005OH00000BGeeHYAT,2025-12-05T16:44:27.000+0000,005OH00000BGeeHYAT,2025-12-05T16:44:27.000+0000,(613) 966-7001 ext 1290,(613) 827-8909,jenright.jr@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCTARYA4,False,,24285247,0035o000007m7kMAAQ,0015o000008CygcAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,AWD Report Request,Medium,"**EMAIL**

Good afternoon Andrea,

This email is regarding your request for a list of clients that have cheques set up as their AWD redemption method. 

There were no clients found for the following advisor code(s): 15400, 25373

A reminder that this report only gives results for those holding nominee accounts, all others will not be listed, regardless of their preferred redemption method. 

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients that have cheque based redemptions set up. The details are as follows:

Request 1:
Advisor: Richard Knabenschuh
Code: 15400

Request 2:
Advisor: Scott Moore
Code: 25373

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to andrea@rklifestrategies.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EXFVbEk2jvZFs-oVbUmc7tkBbqad9PhGwdH2uUB85WHOxw?e=PSNO7h",True,2025-12-04T19:08:34.000+0000,False,False,005OH0000071DK9YAM,2025-12-04T19:08:34.000+0000,005OH0000071DK9YAM,2025-12-04T19:08:34.000+0000,005OH0000071DK9YAM,2025-12-04T19:08:34.000+0000,(905) 682-7722,,andrea@rklifestrategies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCURPYA4,False,,24279720,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace access.,Medium,"***DDS*** 12/04/25
Name: Shawn Flannigan
Phone: 
Agent code: F1350
Reference: KB0018469 
Hello Shawn,

Thank you for contacting the Workspace support group we would be happy to assist you regarding Workspace access.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 3, 2025 9:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Work Space changes

Hi There, 

Can you please help Shawn out with the step two portion of the Workspace Registration? 

Thanks, 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Shawn Flannigan <shawn@otfs.ca> 
Sent: December 1, 2025 2:53 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] RE: Work Space changes

Helle Mackenzie. Yes having some issues with changes. I opened instructions and did step one and I still have not receive email with instructions to set up my password and multi factor authentication. It has been almost two weeks. Also having
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Helle Mackenzie. Yes having some issues with changes. I opened instructions and did step one and I still have not receive email with instructions to set up my password and multi factor authentication. It has been almost two weeks. 

Also having issues with product illustrations for older London life policies that are not on WS. Three times with tech support and still waiting for second level to call me. I have to go out to see clients and I cannot just sit here waiting for them to call. I have already lost the ability to see one client since I cannot produce the information needed and he cancelled me seeing him until next year. I was looking at increasing his insurance and he was not happy with me cancelling appointment due to lack of information I needed on his old policies. Who do I call to get faster help with these issues? Tech support was useless in fixing issue. 

Thanks for your time 


 
Shawn Flannigan



 	Shawn Flannigan 
Financial Advisor, On Track Financial Strategies 
Cell:(705)-760-2315  |  Home Office:(705)-292-7358  |  www.otfs.ca  | shawn@otfs.ca

326 Bernard Ave Ennismoe Ontario K0L1T0




 


Message only 705-745-1324 ext 4229

shawn@otfs.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 1, 2025 1:55 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Shawn Flannigan <shawn@otfs.ca>
Subject: RE: Work Space changes

Hi Shawn, 

Do you still need help? I didn’t see what the original email from the distribution team was so just want to help get you sorted 😊

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 26, 2025 2:01 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Cc: Shawn Flannigan <shawn@otfs.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Work Space changes

HI Mackenzie,

Can you please help Shawn with his issues below? If this has already been handled, please disregard.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Shawn Flannigan <shawn@otfs.ca> 
Sent: November-03-25 08:46
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Work Space changes

Hello First off my ID is LL03082 and F1350 Canada Life. I am confused on the process to move Work Space to Financial Horizons and all other procedures I must do to comply. Thanks Shawn Flannigan Shawn Flannigan Financial Advisor, On Track Financial

Hello First off my ID is LL03082 and F1350 Canada Life.  I am confused on the process to move Work Space to Financial Horizons and all other procedures I must do to comply. Thanks 


 
Shawn Flannigan



 	Shawn Flannigan 
Financial Advisor, On Track Financial Strategies 
Cell:(705)-760-2315  |  Home Office:(705)-292-7358  |  www.otfs.ca  | shawn@otfs.ca

225 Charlotte St. Unit 1, Peterborough Ontario K9J 8M6




 


Message only 705-745-1324 ext 4229

shawn@otfs.ca",True,2025-12-04T17:49:55.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T17:49:55.000+0000,005OH00000BGeeHYAT,2025-12-05T16:43:11.000+0000,005OH00000BGeeHYAT,2025-12-05T16:43:11.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCVSRYA4,False,,24284198,0030A0000029bN9QAI,0010A000002w0L1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WS access,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): 	08043

Call details: Caller was reporting an issue accessing WS.
>>>Caller was using the registration page to access their account, we provided them with  the right WS link, reminded them to use their computer authenticator for verification code  and logged them in successfully.

------------------------------------------------EMAIL----------------------------------

Hi Brett,

It was a pleasure speaking on the phone with you earlier regarding your access to Workspace .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

•	Just a reminder: you’re using your computer for authentication and the following link to access Workspace: https://workspace.canadalife.com

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T19:11:06.000+0000,False,False,005OH00000AbCcLYAV,2025-12-04T18:53:22.000+0000,005OH00000AbCcLYAV,2025-12-04T19:11:06.000+0000,005OH00000AbCcLYAV,2025-12-04T19:11:06.000+0000,(416)486-3597,,brettrees@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCVc3YAG,False,,24285303,0030A0000029g2GQAQ,0010A000002w46VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not WS-related,Medium,,True,2025-12-04T19:35:16.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T19:09:23.000+0000,005OH00000BFQFGYA5,2025-12-04T19:35:16.000+0000,005OH00000BFQFGYA5,2025-12-04T19:35:16.000+0000,(604)895-3348,,jack@beaconwealthpartners.ca,(604)682-0529,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCVlyYAG,False,,24284976,0030A00000CSILhQAP,0010A00000D3FCBQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 4, 2025 ***
User has no access to account. Authenticated with rotation 2, locked account so unlocked it, user reset password and sign in successful.
===========
Good afternoon Eleanor,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call I unlocked your account, helped you reset your password and you were able to sign in successfully.

I’m glad I was able to assist you today in accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-04T19:16:08.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T19:04:49.000+0000,005OH00000AbJ7aYAF,2025-12-04T19:16:28.000+0000,005OH00000AbJ7aYAF,2025-12-04T19:16:28.000+0000,(604)438-1232,(778) 938-6886,eleanor.chan@fpfsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCVs8YAG,False,,24280772,0030A000006onPQQAY,0010A000007e4NZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Reset Authenticator,Medium,"Called is the asa ofthe advisor, the authenticator app was connect on her phone.
she would like to disconnect and reconnect with the advisor phone.
this require the account owner authentication.
emailed advisor to schedule a time together or call our workspace line directly.

Emailed================
Bonjour Danny,

Je vous contacte car votre adjointe Ashley a demandé que l'authentificateur soit déconnecté de son téléphone et réinitialisé avec le vôtre.

Afin de procéder à cela, nous devons nous connecter par téléphone avec la commande du titulaire du compte de  l’espace d’affaire.

Si vous pouvez, s’il vous plaît, me fournir 2 créneaux de votre disponibilité avec fuseau horaire, je peux réserver un moment pour que nous puissions nous connecter ou si vous préférez, vous pouvez nous appeler au numéro d’assistance Workspace ci-dessous directement, n’importe lequel de mes collègues pourrait être en mesure de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
============================================================================
Bonjour Danny

J'essaie de vous appeler, mais ça va sur votre boîte vocale.

S'il vous plaît, faites-moi savoir s'il y a un autre moment où nous pouvons nous connecter.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-09T20:50:58.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-04T18:04:47.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:50:58.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:50:58.000+0000,(506)872-1010X6103,,danny.chiasson@sfl.ca,(506)872-1018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCVtjYAG,False,,24280788,0030A000005stMHQAY,0010A000006dVifQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:05:01.000+0000,False,False,005OH000002iJPDYA2,2025-12-04T18:05:01.000+0000,005OH000002iJPDYA2,2025-12-04T18:05:02.000+0000,005OH000002iJPDYA2,2025-12-04T18:05:02.000+0000,(778)885-7844,,christine.mah@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCVvOYAW,False,,24281921,0030A0000029fCyQAI,0010A000002w3QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:22:12.000+0000,False,False,005OH0000084GETYA2,2025-12-04T18:22:12.000+0000,005OH0000084GETYA2,2025-12-04T18:22:13.000+0000,005OH0000084GETYA2,2025-12-04T18:22:13.000+0000,(289)244-5883,,mariasaputo@saputofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCVwyYAG,False,,24282762,0035o000004q6h9AAA,0015o000005OhKzAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:33:59.000+0000,False,False,005OH000002iJPDYA2,2025-12-04T18:33:59.000+0000,005OH000002iJPDYA2,2025-12-04T18:33:59.000+0000,005OH000002iJPDYA2,2025-12-04T18:33:59.000+0000,(778)223-9965,6043393931,weina.zhang@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCWwEYAW,False,,24279620,0030A00000A4OHbQAN,0010A00000AdEZ7QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Registration,Medium,"NADIYA SAKHNO
user needs registration help
KB0020858 -  authenticated and reset ISAM password as it was locked
user was able to register after resetting user id password and get access to MGA workspace

Email:
----------
Hello Nadiya,

Thank you for contacting Workspace Support about registering for an MGA Workspace account.

On the call today, we were able to reset your password for your User ID through the link I sent in your previous email which gave you access to create your workspace account.

Let me know if you have any more questions.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 12:57 PM
To: Sakhno, Nadiya <nadiya@jdlfinancial.ca>
Subject: Password Reset - 24279620

Hello Nadiya,

Please visit this link to reset your password:
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do

User ID: nadiyasakhno@clext

Thank you


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T18:10:05.000+0000,False,False,005OH00000BGf2TYAT,2025-12-04T17:48:24.000+0000,005OH00000BGf2TYAT,2025-12-04T18:10:17.000+0000,005OH00000BGf2TYAT,2025-12-04T18:10:17.000+0000,(613)271-0555,,nadiya@jdlfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCWxqYAG,False,,24280058,0030A0000029dE8QAI,0010A000002w1nDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DSFA,Medium,"Assisted the advisor in the navigation where to go specific for Seg Fund application as well as client details.
============

Hi John,

Thank you for calling us today about how and where to go or check current policies and Seg Fund application.

We were able to guide you through the process on where to check current policies and status of the application and navigated as well the section to process seg fund application in the future.

I do appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T18:05:28.000+0000,False,False,005OH00000BFPZHYA5,2025-12-04T17:54:54.000+0000,005OH00000BFPZHYA5,2025-12-04T18:09:50.000+0000,005OH00000BFPZHYA5,2025-12-04T18:09:50.000+0000,(416)783-7526,,john@northwoodfinancial.ca,(416)987-6022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCYEuYAO,False,,24284933,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer called to inquire about whether their health plan covers hearing aids. The agent was unable to locate the customer's plan details and offered to transfer the call to another department that can confirm the coverage. The agent will transfer the call so the customer can get the information they need.

Transferred to GCCS to confirm if hearing aids are covered, could not find client on PDAS or sales force.",True,2025-12-04T19:14:33.000+0000,False,False,005OH000007edoDYAQ,2025-12-04T19:04:10.000+0000,005OH000007edoDYAQ,2025-12-04T19:14:33.000+0000,005OH000007edoDYAQ,2025-12-04T19:14:33.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCYbSYAW,False,,24280721,0030A0000029fCyQAI,0010A000002w3QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:03:58.000+0000,False,False,005OH0000084GETYA2,2025-12-04T18:03:58.000+0000,005OH0000084GETYA2,2025-12-04T18:03:58.000+0000,005OH0000084GETYA2,2025-12-04T18:03:58.000+0000,(289)244-5883,,mariasaputo@saputofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCYtEYAW,False,,24281429,003OH00000WX8fbYAD,001OH00000dvSyyYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"JATIN PAHWA
H9016.

Advisor needed help for workspace registration. after authentication help them to register.

Hello Jatin,

Thank you for calling workspace support. I am so happy to take your call today.

To recap, you needed assistance for workspace registration. After authentication, I provided you the registration steps and you were able to complete it. Then we setup the google authenticator. You were able to login successfully. 

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T18:24:43.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T18:14:55.000+0000,005OH00000BFiyTYAT,2025-12-04T18:24:43.000+0000,005OH00000BFiyTYAT,2025-12-04T18:24:43.000+0000,(416)475-6565,,jatinpahwa48@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCYzeYAG,False,,24281820,0030A0000029mPbQAI,0010A000002vts2QAA,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 4 2025

Hi Karen,

Thank you for reaching out regarding this matter. 

My team has reviewed the original request from Lydia N. Kindly note that our team has several security criteria that must be met for us to process any request. 

Note that Lydia did not provide her full name, which does not allow us to validate her access in our system. Additionally, Lydia is using a general inbox email address. Due to our security measures, our team cannot send any data to a general inbox email. We would require her personal email which matches our Canada Life Records. 

Moreover, Great-West Life codes can only be sent to either a delegate or advisor directly. As we are unable to validate the requestor, we would need the advisor to request the listing with their personal email tied to Canada Life.

Additionally, our team provides client listings to external field users only. Could you kindly confirm the advisor's full name and email address for us to review this request?

If the email is not in our files, we would ask the user to update their email by contacting the contracts and compensation team at Contracts&Compensation@canadalife.com.  

Thank you for your understanding. We look forward to your reply.

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Thank you
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Rondeau, Karen <Karen.Rondeau@canadavie.com> 
Sent: December 4, 2025 11:14 AM
To: Gallant, Christine <Christine.Gallant@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>; BusinessReporting <BusinessReporting@canadalife.com>
Cc: Gousseau, Christine <Christine.Gousseau@canadalife.com>; Ledoux, Josee <Josee.Ledoux@canadavie.com>
Subject: RE: paul Orfali - 697578 - Great-West life

Hello business reporting, 

We did not receive the required list yet.

Can you please get back to us?

Thank you

 
Karen Rondeau
514.692.6138
Directrice générale régionale | Distribution
Regional Director | Distribution

 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com     Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

De : Gallant, Christine <Christine.Gallant@canadalife.com> 
Envoyé : 26 novembre 2025 10:53
À : Workspace Support <WorkspaceSupport@canadalife.com>; BusinessReporting <BusinessReporting@canadalife.com>; Rondeau, Karen <Karen.Rondeau@canadavie.com>
Cc : Gallant, Christine <Christine.Gallant@canadalife.com>; Gousseau, Christine <Christine.Gousseau@canadalife.com>
Objet : paul Orfali - 697578 - Great-West life

Bonjour Karen,

Les demandes de listes de polices pour les conseillers doivent maintenant être envoyées directement à la boîte courriel business reporting pour traitement. Cette boîte courriel prendra en charge la gestion de ces listes pour les assurances individuelles, tant pour les contrats d'assurance-vie que pour les contrats protection du vivant. @BusinessReporting – S’il vous plait voir la demande ci-bas.

Si la demande concerne des éléments plus spécifiques des polices protection du vivant, comme par exemple tous les contrats invalidités avec un avenant assurabilité futur, ces demandes continueront d'être envoyées à Christine Gousseau et à moi.

Concernant le problème d'affichage des listes de polices dans l'Espace Conseiller, l'équipe responsable de cet espace devra mener une enquête. @Workspace Support – S’il vous plait voir la demande ci-bas.

Merci,
Christine

Christine Gallant (she/her/elle) FLMI, ACS
In-Force Policy Specialist / Inforce Production Support, Canada Operations
Spécialiste – Polices en vigueur / Soutien à la production des polices en vigueur, Exploitation, Canada
christine.gallant@canadalife.com / 204-926-5354
Client Service Centre toll free / Centre de service à la clientèle sans frais: 1-888-252-1847
 
 
The Canada Life Assurance Company
La Compagnie d’Assurance du Canada sur la Vie
 
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Rendez-vous au : canadavie.com     Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Rondeau, Karen <Karen.Rondeau@canadavie.com> 
Sent: November 25, 2025 10:05 PM
To: Gallant, Christine <Christine.Gallant@canadalife.com>
Subject: TR: [EXT] paul Orfali - 697578 - Great-West life

Bonjour Christine,

Le conseiller a besoin de sa liste de clients sous son code 697578.

Merci de l’envoyer avec un mot de passe 

Sais-tu pourquoi il ne les voit pas sur Espace Affaires?

Je ne sais pas où demander.

La liste aidera pour le moment.

Merci!

 
Karen Rondeau
514.692.6138
Directrice générale régionale, Distribution indépendante 
Regional Director, Independant Distribution

 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com     Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

De : Ledoux, Josee <Josee.Ledoux@canadavie.com> 
Envoyé : 25 novembre 2025 08:54
À : Rondeau, Karen <Karen.Rondeau@canadavie.com>
Cc : Breahna, Silvia <Silvia.Breahna@canadavie.com>
Objet : TR: [EXT] paul Orfali - 697578 - Great-West life

Salut Karen!

Est-ce que tu peux t’occuper de cette demande?

Merci! Bonne journée!

Josée Ledoux
Associée régionale des ventes, Assurance | Regional Sales Associate, Insurance
Tél. : 819 300-1939
josee.ledoux@canadavie.com 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

De : Money Advisors Inc <info@moneyadvisors.ca> 
Envoyé : 24 novembre 2025 14:23
À : Ledoux, Josee <Josee.Ledoux@canadavie.com>
Objet : [EXT] paul Orfali - 697578 - Great-West life

Bonjour Josée, Nous souhaitons obtenir l'accès à tous les dossiers clients de la Great-West (GWL) associés à M. Paul Oraflai (code 697578). Actuellement, sous notre code 31439 dans l'Espace Affaires Canada Vie, nous ne voyons que les
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    Report Suspicious     



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Bonjour Josée,

Nous souhaitons obtenir l'accès à tous les dossiers clients de la Great-West (GWL) associés à M. Paul Oraflai (code 697578).

Actuellement, sous notre code 31439 dans l'Espace Affaires Canada Vie, nous ne voyons que les contrats de la Canada Vie (CL). Aucun des contrats de la GWL n'a été transféré dans l'Espace Affaires jusqu'à présent.

Cette situation nous cause des difficultés, particulièrement lorsque nous devons communiquer avec les clients.

Pourriez-vous nous aider avec ce transfert et nous fournir une liste à jour des clients de la GWL pour ce code ?

Merci de votre aide,
Lydia N.
Assistante
Money Advisors Inc.",True,2025-12-04T18:20:42.000+0000,False,False,005OH000002iN7rYAE,2025-12-04T18:20:42.000+0000,005OH000002iN7rYAE,2025-12-04T18:20:42.000+0000,005OH000002iN7rYAE,2025-12-04T18:20:42.000+0000,(613)266-1564,,paul.orfali@gmail.com,(613)695-7527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCZviYAG,False,,24280604,0035o000005jCufAAE,0015o000006Hy09AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:02:06.000+0000,False,False,005OH000002iJPDYA2,2025-12-04T18:02:06.000+0000,005OH000002iJPDYA2,2025-12-04T18:02:06.000+0000,005OH000002iJPDYA2,2025-12-04T18:02:06.000+0000,(778)889-1277,,unaunaj@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCbFzYAK,False,,24283282,0030A000008nvpXQAQ,0010A000009ignnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Wrong information on client Summary,Medium,"user email the tax percentage showing on the sumarry and workspace is wrong.
Escalation to sl leader, no KBA .

Client information
client name:Pierre Goulet 
policy:411252901
advisor salesforce id:https://lifeco.lightning.force.com/lightning/r/Contact/003OH00000JKXZdYAP/view

email======================
Hello Service Leaders,

This client account is showing the wrong tax percentage on their summary and workspace, on the email trail below we can see client service confirm the correct percentage to be 10% federal et 15% provincial.

Please escalate.
Client Name: Pierre Goulet 
Policy:411252901
advisor salesforce id:https://lifeco.lightning.force.com/lightning/r/Contact/003OH00000JKXZdYAP/view


 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
   





From: Chantal Godfroy <cgodfroy@diversico.ca> 
Sent: December 2, 2025 3:55 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Fwd: [EXT] Pierre Goulet 411252901

Bonjour, Pouvez-vous corriger l'information que nous voyons sur espace affaires? Voir ci-bas. Merci Chantal Godfroy Diversico Finances Humaines Inc. | Cabinet de services financiers Membre de SquadNouvellesAffaires cgodfroy@ diversico. ca
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Bonjour,

Pouvez-vous corriger l'information que nous voyons sur espace affaires? Voir ci-bas.

Merci
 	Chantal Godfroy

Diversico Finances Humaines Inc. | Cabinet de services financiers
Membre de SquadNouvellesAffaires
 cgodfroy@diversico.ca

7005, Boulevard Taschereau, bureau 180 | Brossard | Québec | Canada | J4Z 1A7 |
T (450) 616-8804 #234 | Sans frais: 1-800-357-0735 | F (514) 954-0505
www.diversico.ca
       
Unis dans la Révolution des Services Financiers

 

 

Le contenu de la présente communication, y compris tout fichier, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. / The contents of this communication, including any files, are confidential and may be privileged. If you are not the intended recipient (or if you are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this message without reading, copying, retransmitting, or recording its contents. Thank you. Please note: We have taken measures to protect against viruses, but we assume no responsibility for any loss or damage caused by the presence of a virus.
 

---------- Forwarded message ---------
De : Aburto Ahumada, Mauricio <Mauricio.Aburto@canadavie.com>
Date: mar. 2 déc. 2025 à 16:02
Subject: RE: [EXT] Pierre Goulet 411252901
To: Godfroy, Chantal <cgodfroy@diversico.ca>

Bonjour Chantal,
 
L’information qui figure sur le sommaire est inexacte.
 
Je vous confirme que la retenue programmée est de 10% fédéral et 15% provincial
 
Merci,
 
 
Mauricio Aburto
Spécialiste, Service à la clientèle / Customer Service Specialist
 
Gestion du Patrimoine, Exploitation Canada  
Wealth, Canada Operations  
1350 boul. René-Lévesque Ouest, 11e étage, Montréal QC   H3G 1T4  
Tél: (438) 316-5232 / Fax: (514) 350-4740 
 
 
 
 
 
Rendez-vous au : canadavie.com   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
 
De : Chantal Godfroy <cgodfroy@diversico.ca> 
Envoyé : Monday, December 1, 2025 4:58 PM
À : Fonds Distincts MTL <Fonds.Distincts@canadavie.com>
Objet : [EXT] Pierre Goulet 411252901
 
Bonjour, Sur le sommaire ci-joint, vous avez indiqué 90% pour le taux de retenue d'impôt au provincial mais dans la proposition c'est 15%. Pouvez-vous le modifier ? Merci Chantal Godfroy Diversico Finances Humaines Inc. | Cabinet de
Bonjour,
 
Sur le sommaire ci-joint, vous avez indiqué 90% pour le taux de retenue d'impôt au provincial mais dans la proposition c'est 15%.
 
Pouvez-vous le modifier ?
 
Merci
 	Chantal Godfroy

Diversico Finances Humaines Inc. | Cabinet de services financiers
Membre de SquadNouvellesAffaires
 cgodfroy@diversico.ca

7005, Boulevard Taschereau, bureau 180 | Brossard | Québec | Canada | J4Z 1A7 |
T (450) 616-8804 #234 | Sans frais: 1-800-357-0735 | F (514) 954-0505
www.diversico.ca
       
Unis dans la Révolution des Services Financiers

 

 

Le contenu de la présente communication, y compris tout fichier, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. / The contents of this communication, including any files, are confidential and may be privileged. If you are not the intended recipient (or if you are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this message without reading, copying, retransmitting, or recording its contents. Thank you. Please note: We have taken measures to protect against viruses, but we assume no responsibility for any loss or damage caused by the presence of a virus.
 
=====================================================================================
Bonjour Chantal,

Merci d’avoir contacté le support de l’espace d’affaire concernant l’information le taux de retenue d'impôt est inexacte.

J’ai escalade ce problème à l’équipe de deuxième niveau pour une enquête, et nous vous contacterons dès que nous en saurons plus.
J'ai escaladé ce problème à l'équipe de deuxième niveau pour une enquête, et nous vous contacterons dès que nous en saurons plus.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Chantal Godfroy <cgodfroy@diversico.ca> 
Sent: December 2, 2025 3:55 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Fwd: [EXT] Pierre Goulet 411252901

Bonjour, Pouvez-vous corriger l'information que nous voyons sur espace affaires? Voir ci-bas. Merci Chantal Godfroy Diversico Finances Humaines Inc. | Cabinet de services financiers Membre de SquadNouvellesAffaires cgodfroy@ diversico. ca
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Bonjour,

Pouvez-vous corriger l'information que nous voyons sur espace affaires? Voir ci-bas.

Merci
 	Chantal Godfroy

Diversico Finances Humaines Inc. | Cabinet de services financiers
Membre de SquadNouvellesAffaires
 cgodfroy@diversico.ca

7005, Boulevard Taschereau, bureau 180 | Brossard | Québec | Canada | J4Z 1A7 |
T (450) 616-8804 #234 | Sans frais: 1-800-357-0735 | F (514) 954-0505
www.diversico.ca
       
Unis dans la Révolution des Services Financiers

 

 

Le contenu de la présente communication, y compris tout fichier, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. / The contents of this communication, including any files, are confidential and may be privileged. If you are not the intended recipient (or if you are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this message without reading, copying, retransmitting, or recording its contents. Thank you. Please note: We have taken measures to protect against viruses, but we assume no responsibility for any loss or damage caused by the presence of a virus.
 

---------- Forwarded message ---------
De : Aburto Ahumada, Mauricio <Mauricio.Aburto@canadavie.com>
Date: mar. 2 déc. 2025 à 16:02
Subject: RE: [EXT] Pierre Goulet 411252901
To: Godfroy, Chantal <cgodfroy@diversico.ca>

Bonjour Chantal,
 
L’information qui figure sur le sommaire est inexacte.
 
Je vous confirme que la retenue programmée est de 10% fédéral et 15% provincial
 
Merci,
 
 
Mauricio Aburto
Spécialiste, Service à la clientèle / Customer Service Specialist
 
Gestion du Patrimoine, Exploitation Canada  
Wealth, Canada Operations  
1350 boul. René-Lévesque Ouest, 11e étage, Montréal QC   H3G 1T4  
Tél: (438) 316-5232 / Fax: (514) 350-4740 
 
 
 
 
 
Rendez-vous au : canadavie.com   Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
 
De : Chantal Godfroy <cgodfroy@diversico.ca> 
Envoyé : Monday, December 1, 2025 4:58 PM
À : Fonds Distincts MTL <Fonds.Distincts@canadavie.com>
Objet : [EXT] Pierre Goulet 411252901
 
Bonjour, Sur le sommaire ci-joint, vous avez indiqué 90% pour le taux de retenue d'impôt au provincial mais dans la proposition c'est 15%. Pouvez-vous le modifier ? Merci Chantal Godfroy Diversico Finances Humaines Inc. | Cabinet de
Bonjour,
 
Sur le sommaire ci-joint, vous avez indiqué 90% pour le taux de retenue d'impôt au provincial mais dans la proposition c'est 15%.
 
Pouvez-vous le modifier ?
 
Merci
 	Chantal Godfroy

Diversico Finances Humaines Inc. | Cabinet de services financiers
Membre de SquadNouvellesAffaires
 cgodfroy@diversico.ca

7005, Boulevard Taschereau, bureau 180 | Brossard | Québec | Canada | J4Z 1A7 |
T (450) 616-8804 #234 | Sans frais: 1-800-357-0735 | F (514) 954-0505
www.diversico.ca
       
Unis dans la Révolution des Services Financiers

 

 

Le contenu de la présente communication, y compris tout fichier, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. / The contents of this communication, including any files, are confidential and may be privileged. If you are not the intended recipient (or if you are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this message without reading, copying, retransmitting, or recording its contents. Thank you. Please note: We have taken measures to protect against viruses, but we assume no responsibility for any loss or damage caused by the presence of a virus.",True,2025-12-08T15:19:49.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-04T18:40:48.000+0000,005OH00000AZ3ZxYAL,2025-12-08T15:19:49.000+0000,005OH00000AZ3ZxYAL,2025-12-08T15:19:49.000+0000,(514)317-1242,514-236-4045,david.turgeon@gestionpriveeaaa.com,(514)954-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCbfxYAC,False,,24286263,0030A0000029ahgQAA,0010A000002vzmeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*******DDS*****12/04/2025
User had issues accessing workspace, did a logmein session and noticed user was trying to access workspace through the repnet site. Provided right site to user to they were able to reset their password and sign in successfully.


*****email chain*****
Hello Eugene, 

    It was a pleasure assisting you today, we were able to get your password reset for workspace but still not able to add the authenticator. I have added below instructions of adding the salesforce authenticator instead: Please review steps and advise if you have any issues,

1)	Download the salesforce authenticator for your android mobile device
2)	Once downloaded, log into workspace : https://workspace.canadalife.com/
3)	After entering your details, you will be prompted to set MFA, select salesforce authenticator
4)	You will then be prompted for a 2-word phrase, which can be retrieved from the app
5)	After, add account should show up on the app. Click that to add and you can click connect on your computer as well 
6)	Once that Is done, you should be good to sign in. Just want to ensure to allow “push notification” 

If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T19:59:48.000+0000,False,False,005OH00000BFQFHYA5,2025-12-04T19:23:06.000+0000,005OH00000BFQFHYA5,2025-12-04T19:59:48.000+0000,005OH00000BFQFHYA5,2025-12-04T19:59:48.000+0000,(403)254-5675,,olenickr@telus.net,(403)254-1873,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCbpSYAS,False,,24280916,0030A000004pxeJQAQ,0010A000005bYKBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:06:58.000+0000,False,False,005OH000002iJPDYA2,2025-12-04T18:06:58.000+0000,005OH000002iJPDYA2,2025-12-04T18:06:59.000+0000,005OH000002iJPDYA2,2025-12-04T18:06:59.000+0000,(604)438-3699,(778) 990-0629,zhenwang@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCcjyYAC,False,,24283678,0030A0000029bh8QAA,0010A000002w0YsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product iIlustration pre-2017,Medium,"*****DDS***** 12/04/2025
User was having issues accessing product illustration. DDS authenticated and did a password reset. Issue was still not fixed. DDS escalated to l2

Ref: KB0021888, KB0021014, KB0020858, KB0022055


******email chain******
Hello Emily, 

          It was a pleasure assisting you today. Your inquiry regarding product illustration sign in error has now been escalated to l2. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T19:19:47.000+0000,False,False,005OH00000BFQFHYA5,2025-12-04T18:46:29.000+0000,005OH00000BFQFHYA5,2025-12-04T19:22:07.000+0000,005OH00000BFQFHYA5,2025-12-13T02:01:54.000+0000,(905)380-1370,,jpilling@pillingfinancial.com,(289)956-0163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCdBOYA0,False,,24284014,003G0000018f6huIAA,0010A000002wOi9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace account unlock,Medium,"*12/4*
----------------
LYDIA CHAN-KRUSKA	
f8036
e1850
i can get into workspace for Advisor solutions cannot get into MGA 
err w1283
MGA account was locked, Unlocked in SF
guided user to forgot pw self service option
password reset and successfully logged in 
*email*
----------------

Good afternoon Lydia, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace for your MGA side but were getting ERR W1283. This was due to too many incorrect login attempts. You could have gotten password, email, or association wrong in any or all these attempts, we were able to unlock the account for you, and you successfully logged in. If you have any questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T19:04:26.000+0000,False,False,005OH000008919xYAA,2025-12-04T18:50:55.000+0000,005OH000008919xYAA,2025-12-04T19:04:26.000+0000,005OH000008919xYAA,2025-12-04T19:04:26.000+0000,(519)550-2198,,lydia@kruskafin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCdHoYAK,False,,24280901,0030A000009zP2UQAU,0010A00000AYPkTQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected Calls,Medium,"Advisor code: H3241
Policy: L21580400

Caller was inquiring if WS team is the team that sent them a client's contracts and asked for further client details.
>>>Advised to reach out to CSC insurance team, called asked to be transferred.
Transferred to 1-888-252-1847",True,2025-12-04T18:18:43.000+0000,False,False,005OH00000AbCcLYAV,2025-12-04T18:06:46.000+0000,005OH00000AbCcLYAV,2025-12-04T18:18:43.000+0000,005OH00000AbCcLYAV,2025-12-04T18:18:43.000+0000,(450)935-1068,,services@sflabrecque.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCg9KYAS,False,,24286098,0030A0000029XuBQAU,0010A000002vxQ3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlocking account - MFA issue,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Last login date: Ok
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): 44493

Call details: Caller would like to link their WS account to their computer MFA.
>>> WS account was locked, and the MFA needed to be disco and reconnected, so I made an outbound call to the caller's phone number on Siebel.
We unlocked their account, cleared their browser's cookies, reset their password and set up their MFA, advised them to update their mailing address and phone number on Apexa.

---------------------------------------------EMAIL-------------------------------------------
Hi Ravi,

It was a pleasure speaking on the phone with you earlier regarding your Workspace MGA account and setting up your authenticator.

Just a recap of what we did, we cleared your browser’s cookies, unlocked your account, disconnect and reconnected the authenticator in your device, then logged you out and back in to make sure that you are receiving the MFA code.

As a reminder, please make sure to enter your email address and not your advisor code for access and chose the MGA association.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T19:49:18.000+0000,False,False,005OH00000AbCcLYAV,2025-12-04T19:20:28.000+0000,005OH00000AbCcLYAV,2025-12-04T19:49:19.000+0000,005OH00000AbCcLYAV,2025-12-04T19:49:19.000+0000,(416)283-1160,,regentfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCgSaYAK,False,,24282670,003OH00000OtMrlYAF,001OH00000UHAriYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:32:51.000+0000,False,False,005G0000002gxxjIAA,2025-12-04T18:32:51.000+0000,005G0000002gxxjIAA,2025-12-04T18:32:52.000+0000,005G0000002gxxjIAA,2025-12-04T18:32:52.000+0000,(438)771-5599X2,514-262-2658,cb@orange360.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hChejYAC,False,,24281560,0030A0000029czAQAQ,0010A000002w1ZrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor locked out of workspace , I assisted with resetting their password.",True,2025-12-04T18:25:35.000+0000,False,False,005OH00000BFQFCYA5,2025-12-04T18:16:52.000+0000,005OH00000BFQFCYA5,2025-12-04T18:25:35.000+0000,005OH00000BFQFCYA5,2025-12-04T18:25:35.000+0000,(604)618-0036,,rosecapitulo56@gmail.com,(604)271-4863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCi6AYAS,False,,24283237,0031600002a7ovNAAQ,0010A000002wOHJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Help with web application submission,Medium,"***DDS Dec.4/2025***
RSA wanted us to contact the Advisor directly in order to provide assistance with submitting a web app. I let the RSA know the Advisor would have to contact us directly and we would be happy to assist them with their inquiry, provided contact info and opening/closing hours.

*****Email*****
Hello Janet,

Thanks for contacting the Workspace Support team regarding getting assistance with submitting a web application.

Unfortunately, we cannot reach out to the Advisor directly, however we can still connect with them over the phone.  Please have them call us at their convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist them.  
Our team is available between the hours of 8am to 8pm EST, M-F.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: de Bruijn, Janet <janet.debruijn@canadalife.com> 
Sent: December 3, 2025 10:48 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Luangamath, Donnie <Donnie.Luangamath@canadalife.com>; McKay, Ryan <ryan@evermarkfinancial.com>; de Bruijn, Janet <janet.debruijn@canadalife.com>
Subject: Help with application submission - Case - 24283237

HI, Application ID60923928-0

Advisor needs assistance from workspace support to submit this web app.

Can you please reach out to him directly as soon as possible. (403) 981-1997 or (403) 512-5611 (Mobile)



Thanks, 
Jd

2025 Year-end cut-off dates : 
https://www.acp.canadalife.com/news/all/2025-q4-2/2025-year-end-closing-dates.html

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Janet de Bruijn, ALMI, ACS
Regional Sales Associate | West Region
janet.debruijn@canadalife.com |  403-663-2507

Planned Absence from office:   

 

The Canada Life Assurance Company
Toll-Free: 1-800-252-1847

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-04T18:40:17.000+0000,False,False,005OH00000BFQFBYA5,2025-12-04T18:40:17.000+0000,005OH00000BFQFBYA5,2025-12-04T18:58:33.000+0000,005OH00000BFQFBYA5,2025-12-04T18:58:33.000+0000,(403)981-1997,(403) 512-5611,ryan@evermarkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCi7mYAC,False,,24281678,003G0000018f7xBIAQ,0010A000002wQ3MQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Auth code not working,Medium,"Caller Name: Mike Daoust
Advisor or support staff: Advisor 
Advisor Code: W2136
Advisor Name: Mike Daoust	
Phone: (204) 992-1000
Email: mdaoust@taxvantage.ca		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED.
Issue: Can't access Workspace. The verification code on the computer is invalid or expired

FINDINGS: sf profile not locked/active
He confirmed last Workspace login within the last week/2. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001ciCZQAY%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A000008fSuAQAU%26cntc%3D0030A000008fSuAQAU%26id%3D0050A000001ciCZQAY

RESOLUTION: Did a log me in session to better understand. he's using browser authenticator, shows cold entered each time is invalid.
he's using google chrome. we updated chrome, no luck. deleted cookies and cache for all time. tried again no go
followed KB0016709 and KB0020738 
removed the auth/called him back at the # in Siebel. setup again, no go. 
Wpg157@clext is also active. 
Called Assist Desk/spoke to says to try installing on edge or better yet have him try on the phone.
uninstalled the extension from his chrome browser
had him download google authenticator and setup
he was able to sign in/had him sign out back in to test



--------------------------------------***DDS  12/04/2025***--------------------------
Hello Mike,

Thank you for contacting Workspace Support today regarding not being able to sign into Workspace, each authentication code shows invalid.

During our LogMeIn Session, it was noted you’re using the browser authenticator on the Chrome browser however the codes entered each time were incorrect.

To recap during our call, we cleared your cookies and cache, we updated Chrome, without any success.

We then removed the authenticator from your profile setup the chrome extension again, without success.

We then removed the extension from Google Chrome again. I had you setup the Google Authenticator on your phone and you were able to access Workspace.

To test, we had you sign out/in again with success.

Thanks again for your patience today.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-04T19:08:39.000+0000,False,False,005OH00000AUS7aYAH,2025-12-04T18:18:26.000+0000,005OH00000AUS7aYAH,2025-12-04T19:09:12.000+0000,005OH00000AUS7aYAH,2025-12-04T19:09:12.000+0000,(204)992-1000,(204) 880-5669,mdaoust@taxvantage.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCjByYAK,False,,24288629,003G0000018f7FPIAY,0010A000002wPKCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User is following up on their CRM decommission files,Medium,"Hi Elizabeth, 

We will close this case for now but if you need any additional help from Workspace Support, let us know. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Elizabeth Farquharson <elizabeth@fortunafg.ca> 
Sent: Wednesday, December 3, 2025 11:57 AM
To: Briggs-Jude, Clare <Clare.Briggs.Jude@advicecanada.com>
Cc: Kobylnik, Wayne <wayne@fortunafg.ca>; Stewart, James <James.Stewart@advicecanada.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: CRM Hard Drive - Wayne Kobylnik

Hi Clare Thank you for the clarification. We will wait for the follow up email with delivery instructions. Thank you, Elizabeth Farquharson Client Service Associate Fortuna Financial Group Inc. (705) 720-1475 elizabeth@ fortunafg. ca www. fortunafg. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Clare
Thank you for the clarification. We will wait for the follow up email with delivery instructions. 


Thank you,

Elizabeth Farquharson
Client Service Associate
Fortuna Financial Group Inc.
(705) 720-1475
elizabeth@fortunafg.ca
www.fortunafg.ca

VACATION ALERT: I will be out of the office December 24th to January 2nd, inclusive. I will be back in the office on Monday, January 5th, 2026


If you no longer wish to receive these emails, please UNSUBSCRIBE
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


On Wed, Dec 3, 2025 at 2:41 PM Briggs-Jude, Clare <Clare.Briggs.Jude@advicecanada.com> wrote:
Hi all,
 
Wayne – my apologies that you haven’t had a response. Samy was on vacation last week and was then in London, Ontario for team meetings the last few days. He is currently travelling and will be back in office tomorrow.
 
Regarding your CRM data: you would have received an email back in October outlining that due to buy-sell activity, we needed additional time to review your data before extracting it, and as a result your data delivery had been delayed. We have continued to work through these reviews to provide data to advisors in this group. Pending a few approvals that we’re waiting on, we anticipate that you will receive a communication next week with more details and next steps.
 
I can confirm that when the time comes, you will receive a hard drive with your CRM data on it. We will provide a window of dates, and the hard drive will be FedEx’d to you based on your preferred delivery date. 
 
All the best,
Clare Briggs-Jude (she/her)
Process Development and Improvement Analyst | Digital Enablement | Sales Effectiveness & Performance
t 902-706-7961
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
 
Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
From: Stewart, James <James.Stewart@advicecanada.com> 
Sent: December 3, 2025 3:20 PM
To: Briggs-Jude, Clare <Clare.Briggs.Jude@advicecanada.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kobylnik, Wayne <wayne@fortunafg.ca>; Farquharson, Elizabeth S. <elizabeth@fortunafg.ca>
Subject: CRM Hard Drive - Wayne Kobylnik
Importance: High
 
Hello Clare and Workspace Support team,
 
Wayne Kobylnik was told that he Was a part of the group that will be receiving hard drives for their downloaded Workspace CRM info…he has not received anything as of yet to provide details of where/when to send the hard drive.
 
See attached for previous communications and assist in him getting the details needed.
 
Thanks!
 
James Stewart, CHS
 
Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 
In Partnership with
 
Jennifer Roe 
 
Business Development Consultant | Northern Ontario
Jennifer.Roe@advicecanada.com | 416-552-3743
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with ourprivacy policy.",True,2025-12-04T19:57:26.000+0000,False,False,0055o000001zVCKAA2,2025-12-04T19:57:26.000+0000,0055o000001zVCKAA2,2025-12-04T19:57:36.000+0000,0055o000001zVCKAA2,2025-12-04T19:57:36.000+0000,(705)720-1475,(705) 220-6666,wayne@fortunafg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCjbnYAC,False,,24287405,0030A0000029XC4QAM,0010A000002vwq5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MGA Registration,Medium,"YVES BOURGET D9472
user is trying to register for their MGA workspace account
Authenticated user and reset ISAM password so they can have access to register.

Email:
----------
Hello Yves,

Thank you for contacting Workspace Support about registering for your Workspace account.

On the call today, we reset your User ID password to give you access to your User ID to register for your workspace account.

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 2:50 PM
To: Bourget, Yves <Yves@pwminc.ca>
Subject: Update Password - 24287405

Hello Yves, 

Please click the link below to reset your password.
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do

User ID: LL17719@clext

Thank you.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:00:26.000+0000,False,False,005OH00000BGf2TYAT,2025-12-04T19:39:28.000+0000,005OH00000BGf2TYAT,2025-12-04T20:00:26.000+0000,005OH00000BGf2TYAT,2025-12-04T20:00:26.000+0000,(705)531-5555,,yves@pwminc.ca,(705)531-0055,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hClATYA0,False,,24282173,003G0000018f7p5IAA,0010A000002wPvXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Center Order issue,Medium,"*** DDS Dec 4, 2025 ***
When doing an order, user has a ""Payment Method"" dropdown without any clickable option. Escalated to L2. Handled in INC1927571",True,2026-01-29T16:20:57.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T18:25:43.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:20:57.000+0000,005OH00000AbJ7aYAF,2026-01-29T16:20:57.000+0000,(403)309-5241,,dan@roadhousefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hClNWYA0,False,,24287788,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow-up for INC1926869,Medium,"***2025/12/04***
 
 
==================================================================================
 
User's Name: Sanjiv Sawh
Email: ssawh@cwpinc.ca
Code: E2508
KBA: 
Verification: General Question
 
==================================================================================

***Email Chain***
Hi Sanjiv,

Thanks for contacting Canada Life Workspace Support regarding your application issue (cannot view application). As stated in our call together, unfortunately INC1926869 is still under investigation, and someone will contact you if it has been resolved. We apologize for any inconvenience this has caused you and we hope this is resolved quickly for you.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  

Warm Regards, 

T.J. Z.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-04T19:45:03.000+0000,False,False,005OH00000BFPZIYA5,2025-12-04T19:45:03.000+0000,005OH00000BFPZIYA5,2025-12-04T19:51:21.000+0000,005OH00000BFPZIYA5,2025-12-04T19:51:21.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCnNpYAK,False,,24287351,003G0000018f6jaIAA,0010A000002wOjoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Merge,Medium,"user request merge of same client accounts,
cl policy has middle iitial C as discrepency.
K174727T-9412906372
60907003T-9536926400
KB0020913
Email======================
Hello Colin,

Thank you for submitting your merge request. The discrepancy preventing the merge prompt notification has been updated.

Middle initial C was the Discrepency.

Please give it 2-4 business days and you should get a prompt notification to merge your client accounts. 

If you are still unable to see this updated, please contact us again and we can investigate it further.

We would love to know if we're meeting your expectations by filling out this Survey. Your feedback will assist us in providing better assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect- Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


   




From: Swoogo Alerts <noreply@swoogo.com> 
Sent: November 28, 2025 11:51 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that colin jones (colin@ colinjones. ca) has submitted a merge issue. Client details: First name: Cameron Middle name (if applicable): Last name: Watson DOB: February 8, 1970 Policy Number(s): K174727T, 60907003T
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that colin jones (colin@colinjones.ca) has submitted a merge issue.
 
Client details:
First name: Cameron
Middle name (if applicable): 
Last name: Watson
DOB: February 8, 1970
Policy Number(s): K174727T, 60907003T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000005dTokQAE/cameron-c-watson?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000cwx5BYAQ/cameron-watson?tabset-15dae=3
URL 3: 
URL 4: 
Additional details:",True,2025-12-04T19:38:33.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-04T19:38:33.000+0000,005OH00000AZ3ZxYAL,2025-12-04T19:39:39.000+0000,005OH00000AZ3ZxYAL,2025-12-04T19:39:39.000+0000,(604)728-4071,(604) 428-4071,colin@colinjones.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCp1GYAS,False,,24286114,003G0000018f75vIAA,0010A000002wP9FQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New Phone MFA,Medium,"aller Name: Mallory Kroll
Advisor or support staff: Advisor support
Advisor Code: W5838
Advisor Name: JOSHUA RONALD VEKEMAN
Phone: 902·429·6400
Email: mallory.kroll@omg.ca
Siebel verification: Completed with advisors info
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED:
Issue: purchased a new phone - follow up from case#24281271 which was also my case, I asked her to call to complete authentication.

FINDINGS: acct is active in SF. Auth is setup.
checked Siebel 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000002EQTWAA4%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000007K8R2AAK%26cntc%3D0035o000007K8R2AAK%26id%3D0055o000002EQTWAA4

NO PHONE# IN SIEBEL AS PER KB TO FOLLOW. 
CALLED ASSIST DESK/VERIFIED WITH JERMIE, NO CALLBACK NEEDED FOR SUPPORT STAFF

RESOLUTION: FOLLOWED KB0020738. AUTHENTICATED ADVISORS INFO. REMOVED AUTH FROM SF, HAD HER SETUP AGAIN USING HER MICROSOFT AUTHENTICATOR.

--------------------------------------***DDS 12/04/2025***--------------------------
Hello Mallory,

Thank you for contacting Workspace Support today. 

It was a pleasure speaking to you earlier and helping you setup the Microsoft Authenticator app on you new phone to access Workspace.
 
Here is a recap of what we did today.
1.	Verified and disconnected the old authenticator profile
2.	Setup your Microsoft Authenticator on the new phone
3.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-04T19:37:09.000+0000,False,False,005OH00000AUS7aYAH,2025-12-04T19:20:44.000+0000,005OH00000AUS7aYAH,2025-12-04T19:37:09.000+0000,005OH00000AUS7aYAH,2025-12-04T19:37:09.000+0000,(902)429-6400,,joshua.vekeman@omg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCq0aYAC,False,,24288761,003OH00000AtqA1YAJ,001OH00000DA0x2YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA register,Medium,"*12/4*
----------------
h0278
1-1euvfx7
Amir sefir 

AMIRAHMAD SEIFI

i have an issue with Workspace, setting up MFA. 
failed authentication, did not know date they last logged into Workspace

*email*
----------------

Good afternoon Amir, 

Thank you for contacting the Workspace Support Team with your authenticator issue. 

You were having issues logging into Workspace with authenticator and requested support. Unfortunately, you were unable to pass authentication, please reach out to your MGA to get them to confirm the last time you were able to log into your Workspace. If you have any questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:15:49.000+0000,False,False,005OH000008919xYAA,2025-12-04T19:59:16.000+0000,005OH000008919xYAA,2025-12-04T20:15:50.000+0000,005OH000008919xYAA,2025-12-04T20:15:50.000+0000,(647)870-4242,,amir.a.seifi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCqdCYAS,False,,24286174,0030A0000029Y68QAE,0010A000002vxc0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 4th, 2025 ***
User cannot verify himself. Turns out bookmark was old and incorrect verification was prompted. Told them to use proper url and sign in was successful.
================
Good afternoon Alan,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call I noticed the verification method with an email being sent was prompted due to opening an old version of the sign-in page. By using workspace.canadalife.com you will be prompted the correct method, which is using the Authenticator extension on your browser. In the end you signed in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T19:44:36.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T19:21:48.000+0000,005OH00000AbJ7aYAF,2025-12-04T19:44:36.000+0000,005OH00000AbJ7aYAF,2025-12-04T19:44:36.000+0000,(604)813-6771,,alan@insurancebroker.bc.ca,(604)734-6707,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCsbpYAC,False,,24285921,0030A000004SIhnQAG,0010A000005E2SlQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T19:17:44.000+0000,False,False,005OH000002iJPDYA2,2025-12-04T19:17:44.000+0000,005OH000002iJPDYA2,2025-12-04T19:17:44.000+0000,005OH000002iJPDYA2,2025-12-04T19:17:44.000+0000,(604)438-3699X132,(604) 562-5780,ferren425@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCtPnYAK,False,,24285941,003G0000018f6rAIAQ,0010A000002wOsuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect address showing in Workspace for Clients,Medium,"***DDS Dec.9/2025***
User confirmed Non-financial change form were submitted & the Address change is still not reflected in Workspace after 7 business days. Responded to user and advised we would escalate this for further investigation and reach out directly when we have an update. Forwarded email thread to L2 for further investigation into the matter.

***DDS Dec.4/2025***
ASA was inquiring about why the client's address was not updated in Workspace but showed correctly in the IC. Address was a international address in Hong Kong. Followed the KBA ""To update an International Address the caller should submit the relevant forms to update client information based on their products. "" Advised them to go to the Forms & Processes tab to find the correct form    "" e.g., For Investments they would submit a ""Non-financial change form"" & to utilize the support chat in Workspace if they needed assistance. Also provided their RSA contact info for any process related inquiries.

REF KB: KB0020906  

*****Email*****

Hello Michele,

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Ouellette, Michele <Michele.Ouellette@canadalife.com> 
Sent: December 9, 2025 11:11 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Murdoch, Christopher (Murdoch Financial Group Inc) <chris@murdochfinancial.com>
Subject: RE: Ian & Patricia Pellatt - Hong Kong address not showing on WS - Case - 24285941

Hello,

Ian and Patricia’s address still shows Langley, BC on Workspace.

Michele

Michele Ouellette  (she/her)
Advisor Support Associate
michele.ouellette@canadalife.com
Ph:   604-455-2767

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 1:07 PM
To: Ouellette, Michele <Michele.Ouellette@canadalife.com>
Cc: Murdoch, Christopher (Murdoch Financial Group Inc) <chris@murdochfinancial.com>
Subject: RE: Ian & Patricia Pellatt - Hong Kong address not showing on WS - Case - 24285941

Hello Michele,

Thank you for providing that information. These changes usually reflect in Workspace after 5-7 business days.

Please allow two more business days for this change to be reflected in Workspace. 

If by then these changes are not reflecting in Workspace we will investigate this matter further.

Take care.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ouellette, Michele <Michele.Ouellette@canadalife.com> 
Sent: December 4, 2025 1:07 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Murdoch, Christopher (Murdoch Financial Group Inc) <chris@murdochfinancial.com>
Subject: RE: Ian & Patricia Pellatt - Hong Kong address not showing on WS - Case - 24285941

Hello,

The signed non-financial change forms for all their mutual funds have already been emailed to Quadrus Processing by my ASA back up on Nov 27.   (see screen shot below)

She didn’t have access to Workspace to upload them.

 


She updated the address on Investment Centre the same day.

Are you able to have the Hong Kong addresses show up on Workspace?

Michele

Michele Ouellette  (she/her)
Advisor Support Associate
michele.ouellette@canadalife.com
Ph:   604-455-2767

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 4, 2025 11:52 AM
To: Ouellette, Michele <Michele.Ouellette@canadalife.com>
Cc: Murdoch, Christopher (Murdoch Financial Group Inc) <chris@murdochfinancial.com>
Subject: RE: Ian & Patricia Pellatt - Hong Kong address not showing on WS - Case - 24285941

Hello Michele,

Thanks for contacting the Workspace Support team regarding updating the client’s address in Workspace.

To update an International Address the relevant forms have to be submitted to update client information based on their products. 
For Investments, a Non-financial change Form would need to be submitted.
Forms can be located in the Forms & Processes tab in Workspace, if you are having issues finding this form you can utilize the Support Chat in Workspace.
For any process related inquiries, you can reach out to our RSA. Their contact info is Teri.kokaritis@canadalife.com / (403) 663-2512.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Ouellette, Michele <Michele.Ouellette@canadalife.com> 
Sent: December 3, 2025 1:12 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Murdoch, Christopher (Murdoch Financial Group Inc) <chris@murdochfinancial.com>
Subject: Ian & Patricia Pellatt - Hong Kong address not showing on WS - Case - 24285941

Hello,

I am the ASA for advisor Christopher Murdoch 31159.

On November 27, 2025 the addresses for Ian and Patricia Pellatt were updated on Investment Centre to Hong Kong.

On Workspace, it is still showing their old address in Langley, BC.

Below are screen shots from Investment and Workspace for their personal and joint investments.

Are you able to help in updating their Workspace addresses?

 

Account: IAN G PELLATT

 


 

Account: PATRICIA PELLATT

 



 

Account: MR IAN G PELLATT & PATRICIA PELLATT

 


Thank you very much!

Michele

Michele Ouellette  (she/her)
Advisor Support Associate
michele.ouellette@canadalife.com
Ph:   604-455-2767

Looking for quick online access to info about your investments, savings and insurance products?
Register for My Canada LifeTM today to find everything in one convenient place.
https://www.canadalife.com/gopaperless1

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-04T19:17:58.000+0000,False,False,005OH00000BFQFBYA5,2025-12-04T19:17:58.000+0000,005OH00000BFQFBYA5,2025-12-09T19:08:13.000+0000,005OH00000BFQFBYA5,2025-12-09T19:08:13.000+0000,(604)616-2569,(604) 616-2569,chris@murdochfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCvHxYAK,False,,24286793,003G0000018f6bPIAQ,0010A000002wOYhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,? re 'missing' info from CRM extract,Medium,"*** DDS 05DEC2025 ***
Dominic Ierullo, Cohort 5B, TSP Michelle Lee

stating addresses and phone numbers missing from extract, advised not included in crm files, provided resource guide and referred to TSP for further questions
---------------------------EMAIL:
Hello Dominic,

Thank you for contacting Workspace Support regarding your CRM extract inquiry below. Addresses and phone numbers were not included in the CRM extract as this is product data fed into Workspace from Policy Databases and are not part of CRM decommissioning. Please see the link below regarding what is changing and the section ‘How to download and review your CRM data’. If you have any further questions, you can always reach out to your dedicated Technology Solutions Partner michelle.k.lee@advicecanada.com for further assistance. Don’t hesitate to reach out to our team if there is anything else we can assist with.

Resources on upcoming changes to Workspace's CRM function

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Naseer, Summan <Summan.Naseer@advicecanada.com> 
Sent: December 4, 2025 9:00 AM
To: Ierullo, Dominic <dominic.ierullo@difp.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Extracted CSV files - C24286793

Hi Dominic, 

I’m copying in workspace support here so that can take a look and see what the issue is. @Workspace Support could you please assist Dominic with his CRM extraction files?

Thank you 

Summan Naseer
Business Development Director | GTA & Golden Horseshoe
summan.naseer@advicecanada.com | 416-552-6069

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Dominic Ierullo <dominic.ierullo@difp.ca> 
Sent: December 3, 2025 5:37 PM
To: Naseer, Summan <Summan.Naseer@advicecanada.com>
Subject: [EXT] Extracted CSV files
Importance: High

Hi Summan, the Extracted CSV files, that I received are incomplete most of my accounts are missing phone numbers and addresses, I need to have them resent with all the info intact. Salesforce told me this and my CSV files are importing with
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Summan, the Extracted CSV files, that I received are incomplete most of my accounts are missing phone numbers and addresses, I need to have them resent with all the info intact.  Salesforce told me this and my CSV files are importing with the missing data.
Please contact HO to have them resent. THX

Ciao 
Dominic Ierullo CFP CLU CHFC EPC 
Direct line: 416-538-9333, Cell: 416-995-2673  
        
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.  unsubscribe",True,2025-12-05T19:16:15.000+0000,False,False,005OH000006wv2TYAQ,2025-12-04T19:30:40.000+0000,005OH000006wv2TYAQ,2025-12-05T19:16:15.000+0000,005OH000006wv2TYAQ,2025-12-05T19:16:15.000+0000,(416)538-9333,(416) 538-9333,dominic.ierullo@difp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCwsHYAS,False,,24284396,003OH00000Nz1y3YAB,001OH00000T8pBSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T18:56:10.000+0000,False,False,005OH000002iJPDYA2,2025-12-04T18:56:10.000+0000,005OH000002iJPDYA2,2025-12-04T18:56:11.000+0000,005OH000002iJPDYA2,2025-12-04T18:56:11.000+0000,(778)636-0509,,alice.yi.cui@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCwtzYAC,False,,24291035,0030A0000029pT8QAI,0010A000002wBuhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access and product illustration,Medium,"**** DDS**** 12/04/2025
User needed help accessing illustration, but didnt remember their password, walked user through a password reset and how to access illustration through workspace


******email chain*****

Hello William, 

     It was a pleasure assisting you today, I have bookmarked the workspace site for you. So, you should be able to access illustration easily. Steps as should during our call.

1)	Open your edge browser
2)	Click on the “+” sign above the search bar
3)	Click on the star with lines on the far right to show your bookmarks
4)	Locate favourite and click on the workspace option
5)	Enter your sign in details 
6)	Once signed, scroll down till you see “ Canada life Illustration”

If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:56:38.000+0000,False,False,005OH00000BFQFHYA5,2025-12-04T20:31:26.000+0000,005OH00000BFQFHYA5,2025-12-04T20:56:38.000+0000,005OH00000BFQFHYA5,2025-12-04T20:56:38.000+0000,(905)471-3658,,bill@tieronehealthbenefits.com,(905)940-1894,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCx3gYAC,False,,24290789,003OH00000A8j5VYAR,001OH00000CIQbUYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WS Password Reset - Successful,Medium,"•	Reason for call: Reset WS password, reconnect authenticator 
Authentication: Yes/No, which rotation: Yes, DEC 
•	Troubleshooting steps completed: completed via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication 

=====================================
Hello Saidababu, 

Thank you for contacting Workspace Support. It was our pleasure in helping you regain access to your Workspace account today. 

For further questions regarding processes or after-sales administrative support, you can speak with your Regional Sales Representative (RSR) Vinitha Kale, at vinitha.kale@canadalife.com. 

Your voice matters! Let us know what you thought about the quality of service today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:29:33.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T20:27:49.000+0000,005OH00000BFQFGYA5,2025-12-04T20:43:01.000+0000,005OH00000BFQFGYA5,2025-12-04T20:43:01.000+0000,(647)447-4699,,siddhukeethas@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hCyNuYAK,False,,24287808,0030A0000029cZTQAY,0010A000002w1FyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T19:45:19.000+0000,False,False,005OH0000084GETYA2,2025-12-04T19:45:19.000+0000,005OH0000084GETYA2,2025-12-04T19:45:19.000+0000,005OH0000084GETYA2,2025-12-04T19:45:19.000+0000,(905)988-7328,(905) 988-7328,emjay@cogeco.ca,(905)735-4421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD09VYAS,False,,24285068,0030A0000029ZoZQAU,0010A000002vz2sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,policies Y247506 & Y247507 not being visible,Medium,"***DDS*** 12/04/25
Name: GISELE ROBITAILLE
Phone: 
Agent code: 90127
Reference: KB0017316 

Hello Christine,

Thank you for contacting the Workspace support group regarding policies Y247506 & Y247507 not being visible.

It looks like policies Y247506 & Y247507 are alligned to Advisor code 90127 which belongs to Gisele’s MGA Workspace.   

Our records shows that Gisele has not yet registered for her MGA workspace.   

To register, please have Gisele follow these step by step instructions or to speak with an agent to walk though registration, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/
 
Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Rivera, Kathleen Trixia <KathleenTrixia.Rivera@canadalife.com> 
Sent: December 3, 2025 12:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Robitaille & Associates Inc <gisele@robitailleanda.com>; Simpson, Christine <office@robitailleanda.com>
Subject: 24285068 - FW: AOR Request - Quilty - Y247506 & Y247507

Hi team,

Kindly see below and assist as the AOR has already been completed.

Thank you!

Regards,

Kathleen Trixia Rivera (she/her)
Business Operations Coordinator  |  Contracts & Compensation
KathleenTrixia.Rivera@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Rivera, Kathleen Trixia 
Sent: Wednesday, December 3, 2025 12:05 PM
To: Robitaille & Associates Inc <gisele@robitailleanda.com>
Cc: Robitaille & Associates Inc <gisele@robitailleanda.com>; Simpson, Christine <office@robitailleanda.com>
Subject: FW: AOR Request - Quilty - Y247506 & Y247507

Hi,

Thank you for submitting your Agent of Record (AOR) change.
I have completed your request for policy Y247506 with the Advisor code 90127  and you will be able to view the change within two business days.

For policy Y247507, the change has been completed since February 2020.
Regards,

Kathleen Trixia Rivera (she/her)
Business Operations Coordinator  |  Contracts & Compensation
KathleenTrixia.Rivera@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com> 
Sent: Tuesday, November 18, 2025 7:48 PM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: AOR Request - Quilty - Y247506 & Y247507

 
________________________________________
From: Gisele Robitaille <gisele@robitailleanda.com>On Behalf OfOffice <office@robitailleanda.com>
Sent: Wednesday, November 19, 2025 12:44:19 AM (UTC+00:00) Monrovia, Reykjavik
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Cc: Robitaille & Associates Inc <gisele@robitailleanda.com>; Simpson, Christine <office@robitailleanda.com>
Subject: [EXT] AOR Request - Quilty - Y247506 & Y247507
Hello, On behalf of my Advisor, Gisele Robitaille F0456, please find attached the following 2 AOR Requests: Y247506 – Maureen Quilty Y247507 – Owen Quilty (the original AOR for this policy was submitted in 2020 – but this policy
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Hello,
 
On behalf of my Advisor, Gisele Robitaille F0456, please find attached the following 2 AOR Requests:
 
Y247506 – Maureen Quilty
Y247507 – Owen Quilty (the original AOR for this policy was submitted in 2020 – but this policy doesn’t
Show on Workspace….)
 
Please confirm once complete.   Can we typically view these policies in our book of business on Workspace
When they are an AOR or that dependent on the type of policy?
 
Thanks, Christine Simpson, Office Manager
Robitaille & Associates Inc.
Ph: (705) 527-1374 
Email: office@robitailleanda.com
www.robitailleanda.com",True,2025-12-04T19:19:51.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T19:06:07.000+0000,005OH00000BGeeHYAT,2025-12-04T19:19:51.000+0000,005OH00000BGeeHYAT,2025-12-04T19:19:51.000+0000,(705)527-1374,,gisele@robitailleanda.com,(705)527-1377,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD0mEYAS,False,,24286011,0030A000006onPQQAY,0010A000007e4NZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Multi-factor Authenticator Disconnect,Medium,"DANNY CHIASSON
C7011
USer is trying to set up authenticator on a new device
KB0020738 - authenticated user and disconnected previous authenticator for new set up

Email:
----------
Hello Danny,

Thank you for contacting Workspace Support about setting up your multi-factor authenticator on your new device.

On the call today, I was able to successfully disconnect your old authenticator to give you access to set up the new authenticator. 

Let me know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T19:28:14.000+0000,False,False,005OH00000BGf2TYAT,2025-12-04T19:19:05.000+0000,005OH00000BGf2TYAT,2025-12-04T19:28:14.000+0000,005OH00000BGf2TYAT,2025-12-04T19:28:14.000+0000,(506)872-1010X6103,,danny.chiasson@sfl.ca,(506)872-1018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD1C2YAK,False,,24286120,003G0000018f7EaIAI,0010A000002wPJNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset password for product illustration,Medium,"IAN PEARSON
ll30599
Advisor needed help with password reset. After authentication, gave them temporary password and they were able to create new one for PI. This allows them to login successfully.

Hello Ian,

Thank you for calling workspace support. I am so glad to assist with your inquiry today.

To recap, you needed help for changing password for product illustration. I provided you the temporary password for your User Id and then you created new password for product illustration. The new password allows you to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T19:37:46.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T19:20:52.000+0000,005OH00000BFiyTYAT,2025-12-04T19:37:46.000+0000,005OH00000BFiyTYAT,2025-12-13T02:01:39.000+0000,(905)877-5835,(416) 857-4143,ian.pearson@eagleridgefsl.com,(905)367-7386,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD1C6YAK,False,,24290398,0035o000006clOeAAI,0015o000007C1U6AAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login error ERR-W1990,Medium,"RYAN HUTTON	
e3581

Advisor was trying to login to their workspace account but they were getting ERR-W190 error code. Afetr authentication, unlocked their account and they were able to login successfully.

Hello Ryan, 

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call you were trying to access your MGA workspace account, but you were getting error message ERR-W1990. Your account was locked. After authentication, I help you to unlock your account, and you were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:38:52.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T20:22:03.000+0000,005OH00000BFiyTYAT,2025-12-04T20:39:21.000+0000,005OH00000BFiyTYAT,2025-12-04T20:39:21.000+0000,(204)489-1012,,ryan.hutton@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD3LyYAK,False,,24288906,0030A0000029keIQAQ,0010A000002w7wyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login assistance,Medium,"GABY SUSANA JIMENEZ

Advisor needed help for logging in to their workspace account. Provided them correct website and they were able to login. They also needed assistance for new business application. They are advised to reach out their RSA.

Hello Gaby,

Thank you for calling workspace support team . I am so happy to take your call today.

To recap, you needed assistance for logging in to workspace account. I gave you the correct website to visit which is Advisor Workspace Login – Canada Life and then you were able to login successfully. Then you needed assistance for new business application. Please contact your regional sales associate Marisa Spada at 416-552-3139 or you can send them an email at  marisa.spada@canadalife.com  Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:13:29.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T20:01:15.000+0000,005OH00000BFiyTYAT,2025-12-04T20:13:29.000+0000,005OH00000BFiyTYAT,2025-12-04T20:13:29.000+0000,(905)455-0110,,myplanwithgaby@gmail.com,(905)455-0110,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD3YnYAK,False,,24285676,0030A0000029fDYQAY,0010A000002w3RJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password Reset,Medium,"***2025/12/04***
 
 
==================================================================================
 
User's Name: Matthew Buie
Email: nbuie@assante.com
Code: A9202
KBA: 
Verification: Did not complete. Was in a rush and had given up on getting his password reset. 
 
==================================================================================
 
***Email Chain***
Hi Matthew,

Thank you for contacting Workspace Support regarding your Workspace login issue. This is a follow-up email to summarize what we accomplished on the phone together.

Matthew called in because he was not receiving the email to reset his password. He stated he was in a rush and behind for a meeting and wanted to see if I could help him quikly with his questions. Unfortunately we did not have enough time to help him with his login issue, but he requested I find the Client Service Centre number which is 1-888-252-1847. They will hopefully be able to assist you with your statements. 

I hope that helps Matthew, and please call in when you have the appropriate alloted time to have your login issue resolved. We would be happy to assist you! 

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-04T19:14:30.000+0000,False,False,005OH00000BFPZIYA5,2025-12-04T19:14:30.000+0000,005OH00000BFPZIYA5,2025-12-04T19:52:05.000+0000,005OH00000BFPZIYA5,2025-12-04T19:52:05.000+0000,(604)685-2214,(604) 862-2274,mbuie@assante.com,(604)602-0211,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD3k9YAC,False,,24291347,003G0000018f6yzIAA,0010A000002wP1dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WRS Call,Medium,"**EMAIL**

Good day Joe,

Thank you for contacting the Wealth Reporting Support team.

I hope the General Quadrus ASR was able to assist you with your model portfolio inquiry today. If your designated ASR is ever unavailable, please feel free to contact the General Quadrus ASR line at 1-888-532-3322 (select 1 for advisor, then 3 to speak to an ASR).
 
Please do not hesitate to reach out to us if you have any questions regarding reports on Portfolio Insights and Investment Centre.

Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:44:17.000+0000,False,False,005OH0000071DK9YAM,2025-12-04T20:36:37.000+0000,005OH0000071DK9YAM,2025-12-04T20:44:17.000+0000,005OH0000071DK9YAM,2025-12-04T20:44:17.000+0000,(613)747-8181,(613) 797-9918,joe.truglia@truespectwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD4eaYAC,False,,24288191,0030A00000CfDGOQA3,0010A00000DGgxVQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support MFA,Medium,"Advisor unable to sign into their account.
**************
Hi Glen, thank you for contacting the workspace support today.

To recap our call, thank you for your patience today.  You were having some issues with your browser authentication; we did some troubleshooting and disconnected your MFA. We tried adding the salesforce authenticator, but the authenticator is not ideal for your account. We then went ahead and downloaded the browser extension within Google chrome. To copy your verification code you will right click on your mouse and select copy, then when you want to paste the code you will right click on your mouse again and select paste.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T19:56:45.000+0000,False,False,005OH00000BFQFCYA5,2025-12-04T19:50:57.000+0000,005OH00000BFQFCYA5,2025-12-04T21:22:31.000+0000,005OH00000BFQFCYA5,2025-12-04T21:22:31.000+0000,(403)983-2707,,gfreeland@acpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD4wHYAS,False,,24285929,0031600002PjlwtAAB,0010A000002wNnMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"KB0020738  - Disconnect MFA - rotation 2 
Called back user 

Email: doug@smithdoug.com 
Code: LL30521
Code: F0455
Phone: 416-433-3445

*****************************************************
Good afternoon, Douglas

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Salesforce Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T19:26:25.000+0000,False,False,005OH00000BG5v4YAD,2025-12-04T19:17:52.000+0000,005OH00000BG5v4YAD,2025-12-04T19:26:25.000+0000,005OH00000BG5v4YAD,2025-12-04T19:26:25.000+0000,(416)433-3445,,doug@smithdoug.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD68ZYAS,False,,24288181,0030A0000029gd4QAA,0010A000002w4d5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1282,Medium,"Caller Name: Robert Sproul
Advisor or support staff: Advisor 
Advisor Code: 21755 National Acct
Advisor Name: Robert Sproul	
Phone: 
Email: robert.sproul@ig.ca		
Siebel verification: PARTIAL
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: PARTIAL ONLY. HE COULDN'T RECALL LAST LOGIN TO WORKSPACE/ITS A HARD STOP.
Issue: ERR-W1282

FINDINGS:
SF PROFILE NOT LOCKED/ACTIVE.  LAST LOGIN IS OCT 27 2025
NO AUTHENTICATOR SETUP IN SF.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001o1HfAAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HATVAA4%26cntc%3D0035o000004HATVAA4%26id%3D0055o000001o1HfAAI


RESOLUTION: FOLLOWED KB0020561 . TRIED TO VERIFY AS PER KB0021888. 

AS HE COULDN'T RECALL LAST LOGIN TO WORKSPACE/ITS A HARD STOP.

HAD HIM SELF SERVE WITH A PASSWORD RE-SET. 

HE RE-SET HIS PASSWORD, signed in, as its a national acct, he then received the 5 digit code to his email. had him sign out/in again to test with success.

--------------------------------------***DDS  12/04/2025***--------------------------
Hello Robert,

Thank you for contacting Workspace Support today regarding not being able to access Workspace and receiving ERR-W1282.

It was a pleasure speaking to you and helping you regain access to Workspace.

To recap, during our call, you re-set password and was able to access Workspace with the 5-digit code emailed to you.

We then had you sign out/in again to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T19:55:07.000+0000,False,False,005OH00000AUS7aYAH,2025-12-04T19:50:46.000+0000,005OH00000AUS7aYAH,2025-12-04T20:07:07.000+0000,005OH00000AUS7aYAH,2025-12-04T20:07:07.000+0000,(416)292-7229,,robert.sproul@ig.ca,(416)292-7230,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD6YOYA0,False,,24291997,0030A000006iVZuQAM,0010A000007TNZmQAO,,,,,,,012OH000000ijW5YAI,Closed,,Email,,missing policies for Stalwart insurance group,Medium,"***DDS*** 12/05/25
Name: 	Shannon McNeice 
Email: Hello Shannon,
Thank you for contacting the Workspace support group I would be happy to assist you regarding missing policies for Stalwart insurance group.

For our investigation please provide the following information:
-	Some example policy numbers that you cannot see on your profile
-	Name of Client for policy
-	The Advisor name for the Policies
-	Advisor code
-	Were these policies visible to you before, if so when was the last time you were able to see the policies under your profile


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Shannon McNeice <smcneice@stalwartinsurancegroup.com> 
Sent: December 4, 2025 6:20 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Roll, Saundra <Saundra.Roll@canadalife.com>
Subject: Re: 24291997 - RE: [EXT] Servicing file - contact

I am not able to see any policies for Stalwart insurance group under my profile when I log in. Thanks, Shannon McNeice, BCom. , PMP Stalwart Insurance Group smcneice@ stalwartinsurancegroup. com (604) 916-6947 The information contained in this
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am not able to see any policies for Stalwart insurance group under my profile when I log in. 

Thanks, 

Shannon McNeice, BCom., PMP

 
Stalwart Insurance Group
smcneice@stalwartinsurancegroup.com




***DDS*** 12/04/25
Name: 	Shannon McNeice 
Phone: 
Agent code: 
Reference: More info needed.

Hello Shannon,

Thank you for contacting the Workspace support group.

Can you please provide more context in regards to your inquiry please.

Is this for a missing policy, or clients you do not see on your workspace, were they visible before, client name, Etc…  more detailed response the better.

Please also confirm your Advisor code as well and if you are the advisor for the client.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roll, Saundra <Saundra.Roll@canadalife.com> 
Sent: December 3, 2025 1:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: [EXT] Servicing file - contact

Can I ask you to help Shannon with this please. thanks!

Saundra Roll (she/her)
Regional Vice-President, Advanced Advisor Practices
Advisory Network
Phone: 519-435-7410
Cell: 519-860-7595
Email: saundra.roll@canadalife.com

Canada Life’s large-case support team offers exceptional expertise and guidance. Learn why placing your high-net-worth business with us has never been easier. 

L’équipe responsable du soutien à l’égard des affaires de grande taille de la Canada Vie offre une expertise et des conseils exceptionnels. Découvrez pourquoi il est plus facile que jamais de nous confier vos affaires liées à des clients à valeur nette élevée
 

From: Shannon McNeice 
Sent: December 3, 2025 12:52 PM
To: Roll, Saundra 
Subject: [EXT] Servicing file - contact

Hi Saundra, I'm trying to find out some information for a servicing files where we are the agent, but I'm unable to locate the client on the Canada Life workforce. Let me know who I should speak to on this.  Thanks, Shannon McNeice,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hi Saundra, 

I'm trying to find out some information for a servicing files where we are the agent, but I'm unable to locate the client on the Canada Life workforce. Let me know who I should speak to on this. 

Thanks, 

Shannon McNeice, BCom., PMP

 

Stalwart Insurance Group
smcneice@stalwartinsurancegroup.com
(604) 916-6947",True,2025-12-04T20:47:39.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T20:47:39.000+0000,005OH00000BGeeHYAT,2025-12-05T16:38:55.000+0000,005OH00000BGeeHYAT,2025-12-05T16:38:55.000+0000,(604)916-6947,,mcneice.shannon@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD7B2YAK,False,,24286934,0035o000007DDHcAAO,0015o000007tAnZAAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CRM Decom - Advisor CRM & Download CRM Data functions removed,Medium,"CRM Decom - Advisor CRM & Download CRM Data functions removed

Case Summary:
The advisor, Christian, recently accessed Workspace and was looking for the option to download their client (CRM) data. Upon review, the Download CRM Data tab and the modal window were not present in their Workspace account. This indicates that the advisor’s 90-day window to download their CRM extract has expired.

Christian is part of Cohort 2, which, according to KB0019824, means all CRM functionality and the ability to download CRM data have been removed after the 90-day period. The advisor missed the opportunity to download their data during the allotted timeframe.

====================emails====================

Bonjour Christian,

Merci d’avoir contacté l’équipe de support pour Espace Affaires.

Dans le cadre du processus de suppression des fonctions CRM d’Espace Affaires, vos données CRM ont été mises à disposition pour téléchargement pendant une période de 90 jours. Cette période étant maintenant terminée, nous avons modifié votre expérience dans Espace Affaires afin de retirer toutes les fonctions CRM, y compris la page de téléchargement des données CRM.

Bonne journée!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  




From: Martin, Melanie <Melanie.Martin@advicecanada.com> 
Sent: Wednesday, December 3, 2025 1:56 PM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Cc: Christian Perreault <christian.perreault@icloud.com>
Subject: FW: RE : FW: [EXT] Re: Avez-vous téléchargé vos données de GRC?


Bonjour,

Serait il possible d’aider monsieur Perreault avec le téléchargement de ses données?





Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237

In partnership with/ En partenariat avec:

Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.


Vidéos tutorielles sur Bluesun Conseiller on Vimeo

Tutoriel vidéo RepVision sur Vimeo

Bluesun Advisor Video Tutorials on Vimeo

RepVision Video Tutorials on Vimeo



From: Christian Perreault <christian.perreault@icloud.com> 
Sent: mercredi 3 décembre 2025 10:32
To: Martin, Melanie <Melanie.Martin@advicecanada.com>
Subject: RE : FW: [EXT] Re: Avez-vous téléchargé vos données de GRC?

Bonjour, J'ai eu accès à espace affaire dernièrement et je ne trouve pas l'endroit pour télécharger les dossiers clients pouvez-vous m'aider ? mon cellulaire 514-585-1557. Merci !! Christian Perreault Conseiller en sécurité financière Autonome. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

 J'ai eu accès à espace affaire dernièrement et je ne trouve pas l'endroit pour télécharger les dossiers clients pouvez-vous m'aider ?
mon cellulaire 514-585-1557.

Merci !!


Christian Perreault Conseiller en sécurité financière Autonome. Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte Faites bonne impression et imprimez seulement au besoin!

Le 30 oct. 2025 à 15 h 34, ""Martin, Melanie"" <Melanie.Martin@advicecanada.com> a écrit :


Bonjour Christian,
 
 
 
Voici les informations reçues pour le téléchargement de tes données.
 
 
 
Mélanie
 
 
 
 
 
From: Archille, Samy <Samy.Archille@conseilscanada.com> 
Sent: jeudi 30 octobre 2025 09:17
To: Martin, Melanie <Melanie.Martin@advicecanada.com>
Subject: RE: [EXT] Re: Avez-vous téléchargé vos données de GRC?
 
Bonjour Melanie,
 
Selon le processus établi, le conseiller doit télécharger ses données et s’il rencontre des difficultés dans la validation de ses données, il pourra contacter Espace affaires.  
 
Le conseiller a simplement besoin de cliquer sur ce bouton ci-dessous après avoir connecté sur son Espace affaires, puis ouvrir le fichier téléchargement dans le fichier.
 
<image001.png>
 
Si le conseiller a besoin plus de renseignements, il pourra venir assister à l’une de ces séances d’information.
 
Pour vous inscrire, cliquez sur le lien de la séance à laquelle vous souhaitez participer. 
•	12 novembre à 14 h HE
•	25 novembre à 14 h HE
 
 
Samy Archille (Il|Lui) (He|Him)
Partenaire aux Solutions Technologiques |Technology Solutions Partner
AC Advisor Experience  |  Expérience des  conseillers
samy.archille@conseilscanada.com |  204 946-4559
samy.archille@advicecanada.com |            204 946-4559
<image002.png>
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine. Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.Any personal information you provide will be used in accordance with our privacy policy.
 
De : Martin, Melanie <Melanie.Martin@advicecanada.com> 
Envoyé : 29 octobre 2025 15:35
À : Archille, Samy <Samy.Archille@conseilscanada.com>
Objet : RE: [EXT] Re: Avez-vous téléchargé vos données de GRC?
 
Merci Samy,
 
 
Il faudra aussi voir avec le conseiller pour le téléchargement de ses données, lorsque son accès sera rétablie.
 
 
Merci
 
 
 
 
 
 
Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237
 
In partnership with/ En partenariat avec:
 
Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314
 
<image003.png>
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
 
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
 
Tutoriel vidéo RepVision sur Vimeo
 
Bluesun Advisor Video Tutorials on Vimeo
 
RepVision Video Tutorials on Vimeo
 
 
 
From: Archille, Samy <Samy.Archille@conseilscanada.com> 
Sent: mardi 28 octobre 2025 09:49
To: Martin, Melanie <Melanie.Martin@advicecanada.com>
Cc: christian.perreault@icloud.com
Subject: RE: [EXT] Re: Avez-vous téléchargé vos données de GRC?
 
Bonjour Melanie,
 
Selon la chaine de courriel, si Christian a oublié son mot de passe, il peut cliquer sur oublier son mot de passe dans Espace affaires et il recevra un lien pour le rétablir.
 
Autrement dit, si c’est plus compliqué pour lui, il doit communiquer avec l’équipe de l’Espace affaires pour lui aider à rétablir son mot de passe.
 
•	WorkspaceSupport@canadalife.com or call us at 1-888-999-4516
 
Si vous avez d’autres questions, n’hésitez pas!
 
 
Samy Archille (Il|Lui) (He|Him)
Partenaire aux Solutions Technologiques |Technology Solutions Partner
AC Advisor Experience  |  Expérience des  conseillers
samy.archille@conseilscanada.com |  204 946-4559
samy.archille@advicecanada.com |            204 946-4559
<image002.png>
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine. Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.Any personal information you provide will be used in accordance with our privacy policy.
 
De : Martin, Melanie <Melanie.Martin@advicecanada.com> 
Envoyé : 27 octobre 2025 18:01
À : Archille, Samy <Samy.Archille@conseilscanada.com>
Cc : christian.perreault@icloud.com
Objet : FW: [EXT] Re: Avez-vous téléchargé vos données de GRC?
 
Bonjour Samy,
 
Est-ce que tu pourrais aider Christian avec le téléchargement de ses données?
 
Christian si tu ne parviens plus à te connecter à l’Espace Affaire tu dois écrire a l’équipe de soutien de l’Espace affaires.
 
Bonne fin de journée!
 
 
 
 
Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237
 
In partnership with/ En partenariat avec:
 
Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314
 
<image003.png>
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
 
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
 
Tutoriel vidéo RepVision sur Vimeo
 
Bluesun Advisor Video Tutorials on Vimeo
 
RepVision Video Tutorials on Vimeo
 
 
 
From: Christian Perreault <christian.perreault@icloud.com> 
Sent: lundi 27 octobre 2025 11:48
To: Martin, Melanie <Melanie.Martin@advicecanada.com>
Subject: [EXT] Re: Avez-vous téléchargé vos données de GRC?
 
Bonjour, Non je ne suis plus capable d’ouvrir espace Affaire et oui j’aurais besoin d’aide ! Christian Perreault Le 27 oct. 2025 à 11: 44, Martin, Melanie <Melanie. Martin@ advicecanada. com> a écrit :  Bonjour Christian, Je communique avec

Bonjour,
 
Non je ne suis plus capable d’ouvrir espace Affaire  et oui j’aurais besoin d’aide ! 
Christian Perreault  
 
Le 27 oct. 2025 à 11:44, Martin, Melanie <Melanie.Martin@advicecanada.com> a écrit :

 
Bonjour Christian,
 
Je communique avec vous aujourd’hui pour vous rappeler de télécharger vos données de GRC et pour vous suggérer des ressources d’aide.  
 
Le téléchargement de vos données ne prendra que quelques minutes. Le temps qu’il vous faudra pour comparer vos données téléchargées à vos données de GRC dans l’Espace affaires peut varier en fonction de la taille de votre fichier et de la façon dont vous vérifiez vos données. Bien qu’il ne soit pas obligatoire de vérifier vos données, nous vous recommandons de le faire.
 
Voici quelques méthodes : 
1.	Vérifier seulement les renseignements de vos principaux clients 
1.	Vérifier les renseignements de cinq à dix clients choisis au hasard 
1.	Vérifier les renseignements de tous vos clients 
 
Une fois que vous aurez téléchargé et vérifié votre fichier de données, ouvrez une session dans l’Espace affaires et remplissez l'attestation à la page Télécharger les données de GRC. La fenêtre contextuelle Avis concernant GRC s’affichera jusqu’à ce que vous ayez fourni l'attestation. 
Votre expérience dans l’Espace affaires changera selon la première des deux éventualités suivantes : 
1.	90 jours après la date à laquelle vous avez été avisé pour la première fois que vos données sont prêtes à être téléchargées 
1.	Une fois que tous les membres de votre cabinet auront confirmé avoir téléchargé les données  
 
Après la période de 90 jours, vous pourrez encore télécharger vos données extraites. Toutefois, comme votre expérience dans l’Espace affaires a changé, vous ne pourrez pas les vérifier. 
 
Besoin d’aide? 
Passez en revue les ressources ici, y compris une foire aux questions. Si vous avez besoin d’aide pour télécharger vos données de GRC ou si vous avez des questions sur l’Espace affaires, communiquez avec l’équipe de soutien de l’Espace affaires.  
 
 
 
 
 
 
Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237
 
In partnership with/ En partenariat avec:
 
Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314
 
<image001.png>
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
 
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
 
Tutoriel vidéo RepVision sur Vimeo
 
Bluesun Advisor Video Tutorials on Vimeo
 
RepVision Video Tutorials on Vimeo",True,2025-12-04T19:32:35.000+0000,False,False,0055o000001zVCKAA2,2025-12-04T19:32:35.000+0000,0055o000001zVCKAA2,2025-12-04T19:33:04.000+0000,0055o000001zVCKAA2,2025-12-04T19:33:04.000+0000,5145851557,,christian.perreault@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hD7pMYAS,False,,24289922,003OH00000M98GFYAZ,001OH00000Quw7iYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration # primerica,Medium,"user emailed he attempted tp register his workspace account but received error W2003.
Send to sl for escaltion.
KB0023468  -Account Linking Errors
send email to jeremy for ticket.
email========================================================================
Hello Ken,
Thank you for reaching out to Workspace Support regarding your Workspace registration error W2302.
I have escalated this issue to our second level team for an investigation.
We will reach back as soon as I learn more.
If you need further assitance, don't hesitate to contact us.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: KEN WISE <KWISE@PRIMERICA.COM> 
Sent: December 3, 2025 2:17 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Error Message-24289922

I am receiving this error message. I entered my activation code that was emailed to me - PME5738. Please advise. -- Ken Wise Representative kwise@ primerica. com Cell: 519-350-1608 You are receiving this message from Ken Wise on behalf of Primerica
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am receiving this error message.  I entered my activation code that was emailed to me - PME5738.  Please advise.

-- 
Ken Wise
Representative
kwise@primerica.com
Cell: 519-350-1608

You are receiving this message from Ken Wise on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively “Primerica”), branch office located at 85 Queen Street, Unit 1, Chatham, ON N7M 2G5. I can be reached at 519-352-2197.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-04T20:22:36.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-04T20:15:26.000+0000,005OH00000AZ3ZxYAL,2025-12-04T20:22:36.000+0000,005OH00000AZ3ZxYAL,2025-12-04T20:22:36.000+0000,(519)628-5365,,kwise@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDASEYA4,False,,24287019,0030A0000029X98QAE,0010A000002vwnnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User having issues logging in, he thought he changed the password
KB0022825  - Set up Google authenticator

Email: jmadvisors@cogeco.ca 
New Email: jamesc.mcdonald1956@gmail.com
Code: B9461

*******************************************************************
Good afternoon, James

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!
 
I'm glad I was able to assist you with signing into your Workspace account and setting up your authenticator. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:19:54.000+0000,False,False,005OH00000BG5v4YAD,2025-12-04T19:33:51.000+0000,005OH00000BG5v4YAD,2025-12-04T20:19:55.000+0000,005OH00000BG5v4YAD,2025-12-04T20:19:55.000+0000,(613)966-2360,(613) 242-3233,jmadvisors@cogeco.ca,(613)779-7895,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDAs4YAG,False,,24288553,0030A000006lKlBQAU,0010A000007ZRvwQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"ASA calling to reset her advisor's MFA.. Advisor is not available to talk to, they will call back.

=============

Hi Karina,

Thank you for contacting the workspace support about resetting Amy’s multi-factor authenticator/MFA app for workspace.

We’re here to make supporting your advisor as smooth as possible, while keeping their account secure. Since MFA resets unlock full access to Workspace, we need to confirm the request is authorized by the account holder/advisor hence talking to her is required for security reason. Please do call us back once she is available to speak with us and will be happy to assist.

I appreciate the time you are calling us here and thank you understanding. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T20:01:01.000+0000,False,False,005OH00000BFPZHYA5,2025-12-04T19:56:25.000+0000,005OH00000BFPZHYA5,2025-12-04T20:07:46.000+0000,005OH00000BFPZHYA5,2025-12-04T20:07:46.000+0000,(905)660-9740,(647) 992-4242,amy@oraclerms.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDCKMYA4,False,,24287631,0031600002cIzYXAA0,0010A000002wOKZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Register for Workspace MGA,Medium,"Caller Name: Morgan Schnurr
Advisor or support staff: Advisor 
Advisor Code: C4969 MGA
Advisor Name: Morgan Schnurr	
Phone: 
Email: morgan@unitygroup.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: assist Morgan with registration, as the system is not recognizing username and password


FINDINGS: from the email received, Advisor code is C4969 and the email was sent to her Dec 2nd.
TIMTAM SHOWS she registered 	MORGANSCHNURR
checked isam, found morganschnurr@clext is active and tied to morgan.schnurr@f55f.com

--------------------------------------***DDS  12/10/2025***--------------------------
RESOLUTION: NO RESPONSE. SENT FINAL EMAIL
--------------------------------------***DDS  12/10/2025***--------------------------
Hello Morgan,

As we have not received any responses from you, we’re closing this request. Should you still need assistance, please feel free to get back to us or give us a call at your convenience.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/08/2025***--------------------------
SENT 2ND FOLLOW UP sent from CL workspace mailbox since she's wanting to register for MGA.
she hasn't registered yet, found test dummy user in SF.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001nds2AAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HGb6AAG%26cntc%3D0035o000004HGb6AAG%26id%3D0055o000001nds2AAA
--------------------------------------***DDS  12/08/2025***--------------------------
Good morning Morgan,

Following up on the message below. Please let us know if you’re still having issues registering for Workspace and any errors or what page you’re stuck on so we can better assist, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/05/2025***--------------------------
SENT FOLLOW UP ASKING WHAT USERNAME SHE'S USING/SCREENSHOTS
--------------------------------------***DDS  12/05/2025***--------------------------
Hello Morgan,

Please let us know what the User ID is you created so we can further check and advise, thanks.

Also do you recall when you created this and what email you used? If the email used is active, you can use the password re-set link Request your forgotten password | Canada Life RepNet

Once you’ve created your UserID/password combination, you then allow 48hrs before you can register for Workspace. I can see the first email was sent to you December 2nd and so its been over 48hrs and you should be able to register for Workspace now however the user id/password combination you created must be entered to start the process.

To register for Workspace you would go to Register

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/05/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/05/2025***--------------------------
Hey Anita, they're not recognizing the username or password so I'm unsure which link to click as nothing has been created yet. I assume your team would need to create a login for me to try and register.

Thanks



--------------------------------------***DDS  12/04/2025***--------------------------
SENT EMAIL WITH INSTRUCTIONS AND REQUESTED MORE INFO
--------------------------------------***DDS  12/04/2025***--------------------------
Hello Morgan,

Your information was provided to us by Jennifer to assist you with your MGA Workspace Registration.

Please let us know if you’ve created the user/id password, let us know what the User ID is you created so we can further check.

If you know username created, you can res-set the password by going to Request your forgotten password | Canada Life RepNet or go to this link  Sign in | Canada Life and try to sign into using the userid/password to check

Let us know, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/04/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/04/2025***--------------------------
Hi there, 

Please assist Morgan with registration, as the system is not recognizing username and password. 

Thank you

Jenn

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Roe, Jennifer 
Sent: December 2, 2025 1:10 PM
To: Schnurr, Morgan <morgan@unitygroup.ca>
Cc: Stewart, James <James.Stewart@advicecanada.com>
Subject: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
Importance: High

Hi Morgan,

I trust that this email finds you well. 

I see that you have not registered for Workspace as of yet.  You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. 

All instructions are below.

*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.

Kindly let me know if you require any assistance and I’ll be happy to help.  

Thank you, 

Jenn 


Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

st a quick reminder — your Canada Life Workspace account is waiting for you.
View in browser.

 	 	 

 

 
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Register for Canada Life MGA Workspace today!
You’re receiving this email because you’re contracted with both Financial Horizons and Canada Life.

Welcome to Canada Life Workspace, your digital hub to manage your business, service your clients and access tools to grow your business with Canada Life.

Your Canada Life MGA business needs its own Workspace access
If you’re recently contracted with Financial Horizons, you’ll need to register for a separate version of Workspace. 
•	Get a tailored experience for your MGA business.
•	Stay organized with clear business channels.
•	Easily manage both types of business as your practice evolves.
We’re working to unify your experience this fall and taking this extra step today sets you up for what’s next.
Get started: step-by-step guide
Your registration information 	
First Name:	MORGAN
Last Name:	SCHNURR
Advisor code*:	C4969
Activation code:	1-X7ACOP 


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 
1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 
2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 
3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 
4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need support?
Contact Workspace Support at CLWorkspaceSupport@canadalife.com.
To learn more, go to Workspace resource page.

Register today and unlock the full potential of Canada Life Workspace.


 
 
Canada Life and design are trademarks of The Canada Life Assurance Company. If you don’t want to receive these updates, you can unsubscribe here.
 



 
 	 	 

 

 
Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement. 
Inscrivez-vous à l’Espace affaires pour AGD de la Canada Vie dès aujourd’hui! 
Vous recevez ce courriel parce que vous détenez un contrat auprès de la Financière Horizons et de la Canada Vie.

Bienvenue dans l’Espace affaires de la Canada Vie, une plateforme numérique où vous pouvez gérer votre pratique, servir vos clients et accéder à des outils pour faire croître vos affaires avec la Canada Vie.

Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie
Si vous avez récemment établi un contrat avec la Financière Horizons, vous devrez vous inscrire à une version distincte de l’Espace affaires. 
•	Obtenez une expérience sur mesure pour vos affaires d’AGD.
•	Restez organisé grâce à des canaux d’affaires clairs.
•	Gérez facilement les deux types d’affaires à mesure que votre pratique évolue.
Nous travaillons à uniformiser votre expérience à l’automne et cette mesure supplémentaire que nous prenons aujourd’hui vous prépare pour ce qui est à venir. 
Pour commencer : guide étape par étape 
Renseignements sur votre inscription	
Prénom: 	
Nom de famille:	
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 
1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 
2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 
3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 
4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 





Besoin d’aide?
Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com.
Pour en savoir plus, consultez la page de ressources de l’Espace affaires. 

Inscrivez-vous dès aujourd’hui et tirez le maximum de l’Espace affaires de la Canada Vie.



 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie. Si vous ne souhaitez pas recevoir ces mises à jour, il vous suffit de vous désabonner ici.",True,2025-12-10T13:44:46.000+0000,False,False,005OH00000AUS7aYAH,2025-12-04T19:42:49.000+0000,005OH00000AUS7aYAH,2025-12-10T13:44:46.000+0000,005OH00000AUS7aYAH,2025-12-10T13:44:46.000+0000,(705)571-3232,(705) 571-3232,morgan@unitygroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDDoNYAW,False,,24292029,003G0000018f6bPIAQ,0010A000002wOYhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM download help,Medium,"*** DDS Dec 4th, 2025 ***
Messaged Jason as user wanted to speak to him.",True,2025-12-04T20:52:35.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T20:48:00.000+0000,005OH00000AbJ7aYAF,2025-12-04T20:52:35.000+0000,005OH00000AbJ7aYAF,2025-12-04T20:52:35.000+0000,(416)538-9333,(416) 538-9333,dominic.ierullo@difp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDDwMYAW,False,,24287845,0030A0000029jkRQAQ,0010A000002w7CoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 4th, 2025 ***
User deleted authenticator app, needs to reset connection. Following KB0020738, authenticated with rotation 2, disconnected and then helped connect the Google Authenticator. Sign in successful.
=================
Good afternoon Shashank,

It was a pleasure speaking with you today to help you reset your Authenticator app.

During our call, I disconnected the previous authenticator link and helped you connect to a new authenticator app. In the end, you signed in successfully.

I’m glad I was able to assist you today to access your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T20:00:26.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T19:45:44.000+0000,005OH00000AbJ7aYAF,2025-12-04T20:00:26.000+0000,005OH00000AbJ7aYAF,2025-12-04T20:00:26.000+0000,(604)495-9090,(604) 729-2170,shashankhedao@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDEAtYAO,False,,24287893,0035o000007WUjmAAG,0015o000008D00GAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect 403 error,Medium,"Simple Protect 403 error

Bonjour Alexandre, 

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires.  

Pour résoudre le problème d’accès à Simplement Protégé, veuillez suivre les étapes ci-dessous :

Procédure pour Google Chrome

1.	Ouvrez Google Chrome.
2.	Cliquez sur les trois points en haut à droite de la fenêtre.
3.	Sélectionnez Paramètres.
4.	Dans le menu de gauche, cliquez sur Confidentialité et sécurité, puis sur Effacer les données de navigation.
5.	Dans la fenêtre qui s’ouvre : 
o	Choisissez Toutes les périodes dans le menu déroulant.
o	Décochez la case Historique de navigation afin de conserver votre historique.
o	Cochez uniquement Cookies et autres données de site et Images et fichiers en cache.
6.	Cliquez sur Effacer les données.
7.	Fermez et relancez votre navigateur.

Ensuite, essayez à nouveau d’accéder à Simplement Protégé 

Si vous n’utilisez pas Google Chrome

Veuillez nous indiquer le nom de votre navigateur (par exemple : Edge, Firefox, Safari) et nous vous enverrons les instructions adaptées.

Si le problème persiste après avoir suivi ces étapes, merci de nous envoyer un nouvel courriel afin que nous puissions assigner votre cas a notre deuxième niveau de support. 

Bonne journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  




From: Dupras, Julie <Julie.Dupras@canadavie.com> 
Sent: Wednesday, December 3, 2025 2:04 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: alexlemieux@sfsummum.com
Subject: TR: Message d'erreur Simplement protégé
Importance: High

Bonjour,
SVP voir plus bas et contacter le conseiller directement rapidement svp.
merci

 
•	À compter du 22 septembre : Faites profiter vos clients de 3 mois gratuits sur une assurance maladie grave en souscrivant sur la même proposition une vie ou une invalidité. Voir les détails ici : Page de ressources pour les conseillers

•	Starting September 22: Offer your clients 3 months of free critical illness insurance when they apply for life or disability coverage on the same application. See details here: Advisor resource page

________________
Julie Dupras
Canada vie / Canada Life
Directrice régionale des ventes – Assurance / Regional Sales Manager- Insurance
Cell: 514-969-2857
________________

Mélissa Gbago, B. Sc., M. Sc. Associée Régionale des Ventes | Regional Sales AssociateMelissa.gbago@canadavie.com    Tél.:  438-316-5071

 


______________________________________________________________________________________________


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus


De : Alexandre Lemieux <alexlemieux@sfsummum.com> 
Envoyé : 3 décembre 2025 13:52
À : Dupras, Julie <Julie.Dupras@canadavie.com>
Objet : [EXT] Message d'erreur Simplement protégé

Bonjour Julie, Quand je clique sur débuter la proposition simplement protégée : Voici ce que mon écran me donne : Je me suis déconnecté et je me suis reconnecter Je suis sur google chrome J’ai validé si mon anti virus ne bloquait pas l’ouverture
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Julie,
Quand je clique sur débuter la proposition simplement protégée :  
 

Voici ce que mon écran me donne :
 
-	Je me suis déconnecté et je me suis reconnecter
-	Je suis sur google chrome
-	J’ai validé si mon anti virus ne bloquait pas l’ouverture de simplement protégé

Peux tu me référer à quelqu’un qui pourra débloquer le compte svp

Merci et bonne journée
Veuillez noter ma nouvelle adresse courriel : alexlemieux@sfsummum.com
Visitez notre site web : https://www.sfsummum.com/
 	Alexandre Lemieux B. Ing
Conseiller en sécurité financière,
Représentant en épargne collective rattaché auprès des Services en placements PEAK Inc.  
Services Financiers Summum
Bureau: +1-450-419-3330| Cell.: +1-514-918-3490 | Fax : +1-450-419-3363 | alexlemieux@ccttsummum.com
109B - 275 Boul. Curé-Labelle, Sainte-Thérèse, QC, J7E 0C2
Voir l’article : https://www.finance-investissement.com/dossiers_/dossiers-partenaires/leader-au-sein-de-sa-communaute-sylvain-lemieux/",True,2025-12-04T19:47:04.000+0000,False,False,0055o000001zVCKAA2,2025-12-04T19:46:30.000+0000,0055o000001zVCKAA2,2025-12-04T19:47:04.000+0000,0055o000001zVCKAA2,2025-12-04T19:47:04.000+0000,(450)419-3330,,alexlemieux@ccttsummum.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDEKbYAO,False,,24292505,003G0000018f6txIAA,0010A000002wOvqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset password for product illustration,Medium,"Christopher Gerein	

Advisor needed help for product illustration password reset.  After authentication, gave them temporary password for ISAm and they were able to create new password. This allows them to login successfully.

Hello Christopher,

Thank you for calling workspace support team. I am glad to assist with your inquiry today.

In our today’s call, you needed password reset for product illustration. After authentication, I gave you temporary password and you created new password for product illustration. You were able to login with new password. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T21:07:01.000+0000,False,False,005OH00000BFiyTYAT,2025-12-04T20:54:31.000+0000,005OH00000BFiyTYAT,2025-12-04T21:07:01.000+0000,005OH00000BFiyTYAT,2025-12-13T02:01:39.000+0000,(306)537-9026,(306) 537-9026,chris@gereinfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDEakYAG,False,,24292376,003G0000018f6VgIAI,0010A00000AhqROQAZ,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - KYC status Report,Medium,"**WRS Email Thread** Dec 4 2025

Good Day Gary,

This email is regarding your request for a list of clients & plans and their current KYC status in Investment Centre. Please find attached the generated report(s). I wanted to let you know the reports have been separated on its own Excel sheet by advisor. A separate password email will follow. 

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of the clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Kindly take 30 seconds to let us know how our team helped you today by filling out our survey! 😊  Wealth support (swoogo.com) 
Have a great day!

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operation
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hi there!

As mentioned in my previous email, please find below your Excel password(s):

8WN6FXHD

Please note that passwords are case sensitive. Again, this Password is not meant to be used to open the encrypted email, but for the Excel document within that email.

As a reminder, our team is required to encrypt the email with the password-protected Excel to ensure sensitive client data is protected. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:52:57.000+0000,False,False,005OH000002iN7rYAE,2025-12-04T20:52:57.000+0000,005OH000002iN7rYAE,2025-12-04T20:52:57.000+0000,005OH000002iN7rYAE,2025-12-04T20:52:57.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDEdwYAG,False,,24290386,003G0000018f6iRIAQ,0010A000002wOigQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"Caller Name: QUANG TUAN NGUYEN
Advisor or support staff: Advisor 
Advisor Code: F2168
Advisor Name: QUANG TUAN NGUYEN	
Phone: (438) 992-9525
Email:  quangtuan.nguyen@qtninsurance.com		
Siebel verification: VERIFIED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Can't sign into Workspace, ERR-W1283


FINDINGS: 
profile in SF locked. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001e4JYQAY%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028wtsQAA%26cntc%3D0030A0000028wtsQAA%26id%3D0050A000001e4JYQAY

RESOLUTION: followed KB0017399. verified as per kb. 
unlocked profile in SF as per kb.
had him try to sign in with his current password. didn't work. had him self serve/password re-set
he received the email, reset his password, signed in. had him sign out/in again to test with success.

--------------------------------------***DDS  12/04/2025***--------------------------
Hello Quang,

Thank you for contacting Workspace Support today regarding not being able to access the Workspace website and receiving ERR-W1283.

It was a pleasure speaking to you and helping you re-gain access.

To recap, during our call, it was determined your account was locked, we completed verification, unlocked your account.

I had re-set your password; you received the password re-set email and changed your password. 

You then signed into Workspace with your new password after authenticating. 

I also had you sign out and sign in again to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-04T20:36:16.000+0000,False,False,005OH00000AUS7aYAH,2025-12-04T20:21:49.000+0000,005OH00000AUS7aYAH,2025-12-04T20:36:16.000+0000,005OH00000AUS7aYAH,2025-12-04T20:36:16.000+0000,(438)992-9525,(438) 992-9525,quangtuan.nguyen@qtninsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDEdxYAG,False,,24291202,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Sign in,Medium,"User is not sure where the MFA is on there browser
Did logmein to assist user with showing the MFA on their Edge. 

Email: fivem@telus.net 

**************************************************************
Good afternoon, Michael

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
I'm glad I was able to assist you with signing into Workspace by doing the self guided option to reset your password. As a reminder your authenticator for Workspace is on your Edge browser. It is located on the top right of your screen; I provided a screenshot below of how the icon looks like. 
 
 

If you want to learn more about Workspace you can scroll down on the Overview place and select on The Learning Centre/ CE. 
 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T21:20:20.000+0000,False,False,005OH00000BG5v4YAD,2025-12-04T20:34:13.000+0000,005OH00000BG5v4YAD,2025-12-04T21:20:20.000+0000,005OH00000BG5v4YAD,2025-12-04T21:20:20.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDFbZYAW,False,,24287960,003G000001IjNn1IAF,001OH00000XKhHHYA1,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Marketing Report,Medium,"***WRS 2025-12-04*** Email Thread
Bonjour Caroline,

Je comprends que vous avez besoin d’aide à créer un rapport de vos clients détenant un REER, en fonds distincts et mutuels.

Veuillez voir les instructions ci-bas pour créer une liste des clients qui ont un REER. Une prise d’écran est attachée pour vous guider.

1.	Sur le centre d’investissement, allez à la fenêtre de rapports.
2.	Sous les options de gestion, choisissez « Commerce ».
3.	Veuillez choisir « Liste de produits ou régimes de clients » pour le type de Commerce.
4.	Sous les critères de sélection, veuillez sélectionner la date d’effet, ainsi que les Types de régime que vous voulez voir (dans votre cas, choisissez REER REER – détenu par le client).
5.	Sous l’option de sortie, vous pouvez choisir les critères de tri et le format que vous voulez utiliser.
6.	Après que toutes les instructions sont complétées, veuillez créer le rapport.   


 

Si vous avez des autres questions, n’hétsitez pas à répondre à ce courriel et nous pourrons vous assister.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Rivard, Emilie <Emilie.rivard@conseilscanada.com> 
Sent: November 25, 2025 4:39 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Morin, Caroline <caroline@blcsf.ca>
Subject: TR: Rapport REER

Bonjour l’équipe des rapports,

J’espère que vous allez bien! 

Pouvez-vous aider la conseillère Caroline Morin ci-dessous.
Elle a besoin d’un rapport de ses clients détenant un REER, autant en fonds distincts qu’en fonds mutuels.

Merci et bonne journée 😊,

Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178

 Prendre rendez-vous avec moi | Book an appointment with me

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Vidéos tutorielles sur Bluesun Conseiller on Vimeo

Tutoriel vidéo RepVision sur Vimeo

Bluesun Advisor Video Tutorials on Vimeo

RepVision Video Tutorials on Vimeo

De : Caroline Morin <caroline@blcsf.ca> 
Envoyé : 25 novembre 2025 15:33
À : Rivard, Emilie <Emilie.rivard@conseilscanada.com>
Objet : [EXT] Rapport REER

Bonjour Émilie, Je ne sais pas trop si c'est à toi que je dois m'adresser pour cette demande, mais je me demandais si tu sais où je pourrais obtenir une liste de tous mes clients qui ont un compte REER, autant en fonds distincts qu'en fonds
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Émilie,
 
Je ne sais pas trop si c'est à toi que je dois m'adresser pour cette demande, mais je me demandais si tu sais où je pourrais obtenir une liste de tous mes clients qui ont un compte REER, autant en fonds distincts qu'en fonds mutuels ?
 
Laisse-moi savoir si tu sais de quelle façon je pourrais l'obtenir.
 
Merci pour ton aide et bonne journée !!
-- 
Caroline Morin, Pl. fin. | B.A.A.
Conseillère en sécurité financière 
Planificatrice financière
Représentante en épargne collective - Services d'investissement Quadrus
T.  514 639-5335   |   F.  514-639-0356
470, boul. Iberville, Repentigny, QC  J6A2B8
 
              Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

               The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-04T19:47:25.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T19:47:25.000+0000,005OH00000AX0rVYAT,2025-12-04T19:47:25.000+0000,005OH00000AX0rVYAT,2025-12-04T19:47:25.000+0000,(514)639-5335X224,(514) 652-9106,caroline@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDHVJYA4,False,,24288313,003G0000018f6jaIAA,0010A000002wOjoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Merge,Medium,"user request merge of client with 2 account.

60906998T-5071451154
K174732T-2840029366
KB0020913
Midlle initial L missing from cl account.

email=================

Hello Collin,

Thank you for submitting your merge request. The discrepancy preventing the merge prompt notification has been updated.

The middle initial L was missing from client Cl account.

Please give it 2-4 business days and you should get a prompt notification to merge your client accounts. 

If you are still unable to see this updated, please contact us again and we can investigate it further.

We would love to know if we're meeting your expectations by filling out this Survey. Your feedback will assist us in providing better assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect- Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


   




From: Swoogo Alerts <noreply@swoogo.com> 
Sent: November 28, 2025 11:54 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that colin jones (colin@ colinjones. ca) has submitted a merge issue. Client details: First name: Rhiannon Middle name (if applicable): Last name: Watson DOB: June 8, 1979 Policy Number(s): 60906998T, K174732T
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that colin jones (colin@colinjones.ca) has submitted a merge issue.
 
Client details:
First name: Rhiannon
Middle name (if applicable): 
Last name: Watson
DOB: June 8, 1979
Policy Number(s): 60906998T, K174732T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000005dJlEQAU/rhiannon-l-watson?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000dL6VRYA0/rhiannon-l-watson?tabset-15dae=3
URL 3: 
URL 4: 
Additional details:",True,2025-12-04T19:56:00.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-04T19:52:59.000+0000,005OH00000AZ3ZxYAL,2025-12-04T19:56:42.000+0000,005OH00000AZ3ZxYAL,2025-12-04T19:56:42.000+0000,(604)728-4071,(604) 428-4071,colin@colinjones.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDHdPYAW,False,,24291952,003OH00000Y87vJYAR,001OH00000gtH1lYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user receiving error-W1283
authenticated user reset password.
user also request the process for mga delegation.
email================
Bonjour Mathieu,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre soucis l’acces de votre espace d’affaire, J'ai vraiment apprécié notre échange.

lors de notre appel d’aujourd’hui, nous avons dû réinitialiser votre mot de passe car nous obtenions l’erreur W1283 , vous avez pu changer votre mot de passe avec succès et connecter votre compte l’authentificateur Microsoft.

Pour l’accès à la délégation, votre conseiller doit demander un accès tiers à la distribution méthodologie Distribution_Methodology@canadalife.com, ou j’ai inclus le lien où vous pouvez remplir le formulaire en ligne.

https://www.acp.canadalife.com/content/dam/advisors/secure/documents/compensation/fr_ca/mga-na/formulaire-dacces-a-titre-de-tiers.pdf

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T21:11:20.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-04T20:46:54.000+0000,005OH00000AZ3ZxYAL,2025-12-04T21:11:20.000+0000,005OH00000AZ3ZxYAL,2025-12-04T21:11:20.000+0000,(418)652-7181,,marmand@groupemirador.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDHohYAG,False,,24290010,0030A000006igGlQAI,0010A000007TYq0QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Statements,Medium,"Alfredo Maradiaga
user would like to access client statements through workspace
Refered user to client services: 1-888-252-1847or ISP Customer Care at 1-888-724-3680 or email isp_customer_care@canadalife.com.

Email:
----------
Hello Alfredo,

Thank you for contacting Workspace Support about accessing client statements.

As mentioned during the call, for access to any statements not available on Workspace, please contact 1-888-252-1847or ISP Customer Care at 1-888-724-3680 or email isp_customer_care@canadalife.com.

Let us know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:26:20.000+0000,False,False,005OH00000BGf2TYAT,2025-12-04T20:16:29.000+0000,005OH00000BGf2TYAT,2025-12-04T20:26:20.000+0000,005OH00000BGf2TYAT,2025-12-04T20:26:20.000+0000,(780)428-8585,(780) 977-3155,alfredo@groupoptions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDKRcYAO,False,,24292893,0030A000001a8WXQAY,0010A00000Ad3aeQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T21:00:31.000+0000,False,False,0055o000001NWfMAAW,2025-12-04T21:00:31.000+0000,0055o000001NWfMAAW,2025-12-04T21:00:31.000+0000,0055o000001NWfMAAW,2025-12-04T21:00:31.000+0000,(647)296-1690,,joseph@looniewell.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDLkEYAW,False,,24289145,0030A0000029krKQAQ,0010A000002w86UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Policy-,Medium,"*****DDS**** 12/04/2025
Asa called about a policy that is missing from their workspace. After putting it into sf snd co-pilot nothing came up and i advised user accordingly.

*****email chain****
Hello Sanjeev, 

    It was a pleasure assisting you today, as discussed, the policy no you provided did not come up with anything. I will suggest checking with the Advisor to verify the policy no. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T20:18:27.000+0000,False,False,005OH00000BFQFHYA5,2025-12-04T20:04:34.000+0000,005OH00000BFQFHYA5,2025-12-04T20:18:27.000+0000,005OH00000BFQFHYA5,2025-12-04T20:18:27.000+0000,(604)715-7542,,yogesh@yogeshbansal.ca,(888)846-7542,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDMzhYAG,False,,24293123,003OH00000UkSL6YAN,001OH00000bVfHwYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T21:03:53.000+0000,False,False,005G0000002gxxjIAA,2025-12-04T21:03:53.000+0000,005G0000002gxxjIAA,2025-12-04T21:03:53.000+0000,005G0000002gxxjIAA,2025-12-04T21:03:53.000+0000,(438)985-7980,,charline.djiende@ownsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDNioYAG,False,,24291696,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T20:42:26.000+0000,False,False,0055o000001NWfMAAW,2025-12-04T20:42:26.000+0000,0055o000001NWfMAAW,2025-12-04T20:42:27.000+0000,0055o000001NWfMAAW,2025-12-04T20:42:27.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDNsUYAW,False,,24289916,0035o000004OPq1AAG,0015o000004xbPAAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations access,Medium,"*** DDS Dec 4th, 2025 ***
User cannot access PI. Authenticated with rotation 2, temp password, helped user reset password on self-serve, then proper access to PI.
===========
Good afternoon Amanda,

It was a pleasure speaking with you today and helping you access Product Illustrations.

During our call, I created a temporary password and helped you update your UserID password used to access Product Illustrations.

I’m glad I was able to assist you today accessing Product Illustrations. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T20:30:45.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-04T20:15:22.000+0000,005OH00000AbJ7aYAF,2025-12-04T20:31:22.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:01:39.000+0000,(519)280-3376,(519) 280-3376,andrew.muchan@spmfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDOADYA4,False,,24289594,0030A000007QnUCQA0,0010A000008IatqQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T20:10:29.000+0000,False,False,005G0000002gxxjIAA,2025-12-04T20:10:29.000+0000,005G0000002gxxjIAA,2025-12-04T20:10:30.000+0000,005G0000002gxxjIAA,2025-12-04T20:10:30.000+0000,(514)651-1479,(514) 651-1479,karim.darwiche@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDODeYAO,False,,24295677,003G0000018f6jaIAA,0010A000002wOjoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue same company,Medium,"Merge issue same company

=============case info==========
First name: Douglas
Middle name (if applicable): 
Last name: Whiteford
DOB: December 28, 1967
Policy Number(s): 60894910T, 41179030
ClientID: CL 9726583562, CL 3762987474, LL 8105816004, GWL 6025996116
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000aHS8XYAW/douglas-r-whiteford
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000fEi59YAC/douglas-whiteford
==============emails===========

Hi, 

Thank you for contacting Workspace Support.  

We have made a correction to the name field that was causing the issue which should update in Workspace in 2-4 business days. You should then be able to complete the merge for this client in Workspace. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



 Hi CIS, 

When you have a chance, could you please merge the 2 CL client ids below: 

First name: Douglas
Middle name (if applicable): 
Last name: Whiteford
DOB: December 28, 1967
Policy Number(s): 60894910T, 41179030
ClientID: CL 9726583562, CL 3762987474, LL 8105816004, GWL 6025996116
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000aHS8XYAW/douglas-r-whiteford
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000fEi59YAC/douglas-whiteford

Thank you 😊



Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 

   

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.





From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Friday, November 28, 2025 10:02 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that colin jones (colin@ colinjones. ca) has submitted a merge issue. Client details: First name: Douglas Middle name (if applicable): Last name: Whiteford DOB: December 28, 1967 Policy Number(s): 60894910T, 41179030
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that colin jones (colin@colinjones.ca) has submitted a merge issue.
 
Client details:
First name: Douglas
Middle name (if applicable): 
Last name: Whiteford
DOB: December 28, 1967
Policy Number(s): 60894910T, 41179030
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000aHS8XYAW/douglas-r-whiteford?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000fEi59YAC/douglas-whiteford
URL 3: 
URL 4: 
Additional details:",True,2025-12-04T21:49:29.000+0000,False,False,0055o000001zVCKAA2,2025-12-04T21:49:29.000+0000,0055o000001zVCKAA2,2025-12-05T17:37:08.000+0000,0055o000001zVCKAA2,2025-12-05T17:37:08.000+0000,(604)728-4071,(604) 428-4071,colin@colinjones.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDONHYA4,False,,24295080,0030A0000029bliQAA,0010A000002w0ctQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,policy document - how to send to client,Medium,"*12/4*
----------------
85839

trying send my client the signature link in email. 
im missing something 

send the placing documents and the policy itself 
wants to send the copy of the policy for the client from the NB app page
advised he can email the file but they had renamed the file and it was giving a corrupted error, advised to not rename it and just email the file as is, the file opened as expected on the not renamed version



*email*
----------------

Good afternoon William, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were trying to send a document regarding a policy to the client, when you attached it, you were greeted with a corrupt message from the adobe application. This was determined to be the result of renaming the file, we were able to find the original copy of the file you downloaded to your pc, when we attached it to the email, it was opening like you expected. If you have any other questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T22:38:05.000+0000,False,False,005OH000008919xYAA,2025-12-04T21:38:25.000+0000,005OH000008919xYAA,2025-12-04T22:38:05.000+0000,005OH000008919xYAA,2025-12-04T22:38:05.000+0000,(780)448-1988,(780) 982-7065,william.ostrowerka@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDOi5YAG,False,,24289694,003G0000018f7DUIAY,0010A000002wPHQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect Beneficiary Details showing in Workspace but show correctly in IC - INC1928192,Medium,"*** DDS 18DEC2025 ***
change completed, advised user

*** DDS 05DEC2025 ***
INC1928192 submitted

***DDS Dec.4/2025***
ASA was inquiring about the Incorrect Beneficiary Details showing in Workspace for the client but showing correctly in the Investment Centre. Responded to the user and advised this has been escalated for further investigation, completed the L2 intake form and forwarded the email along with my L2 intake form to the Workspace Service Leaders email.

*****Email*****

Good morning Jacey,

We have heard back from our Digital Hub team, they have applied a fix, and the correct beneficiary details are now visible in Workspace for this policy. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello @Workspace Service Leaders,

Incorrect Beneficiary Details showing in Workspace for the client but show correctly in the Investment Centre. I have attached my L2 intake form with the necessary supporting info to investigate this further.

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Jacey,

Thanks for contacting the Workspace Support team regarding the incorrect Beneficiary Details showing in Workspace.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Yang, Jacey <YiJie.Yang@canadalife.com> 
Sent: December 3, 2025 12:30 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: O, Trien <trien.o@outlook.com>
Subject: Correction: Designation of Beneficiary Form Attached- RRIF# 110135865_Betty O Poon - Case - 24289694 

Hello Workspace Support,

Please find the attached Beneficiary Update Form and below record from Investment Centre.
How come Workspace’s Beneficiary Details are incorrect and do not match the form and Investment Centre?
Please kindly fix the error. Thank you very much!
 
 
 


Best Regards,

Jacey Yang
Advisor Support Associate  |  Canadian Asian Markets Region
Vancouver Metro Financial Centre (R0180)
Suite 2000, 4515 Central Boulevard, 20th Floor - Metrotower 3
Burnaby, B.C.  V5H 0C6
Office: (604) 438-1232 Ext. 6345
Fax: (604) 438-7799
Email: yijie.yang@canadalife.com
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-18T14:29:44.000+0000,False,False,005OH000006wv2TYAQ,2025-12-04T20:11:54.000+0000,005OH00000BFQFBYA5,2025-12-18T14:29:44.000+0000,005OH000006wv2TYAQ,2025-12-18T14:29:44.000+0000,(604)438-1232,(604) 351-8681,trien.o@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDS2XYAW,False,,24290416,0030A0000029caaQAA,0010A000002w1GgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Client List,Medium,"***DDS*** 12/05/25
Name: HALVOR Simonson
Phone:
Agent code: 93030
Hello Devon,

We understand this may be an inconvenience, and we apologize for any disruption this causes.
 
As part of the recent Workspace functionality update, users who have moved away from the CRM experience no longer have the option to filter by status (or segment).   These fields were tied to CRM-related functionality and are not available in the new non-CRM experience.
 
Thank you for your understanding as we continue to improve and streamline the platform.

However, in the Inforce Client List” report If you click on the Status column the report will sort all Active clients on top of the report. 

 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Currah, Devon <Devon.Currah@igpwm.ca> 
Sent: December 4, 2025 3:49 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Simonson, Hal <Hal.Simonson@igpwm.ca>
Subject: RE: [EXT] 24290416 - RE: Workspace Client List

Hi Vinh, In the first tab labeled “Clients” there is no ability to see the status – can you please advise how this can be updated to only show our current active clients? Thank you, Devon Currah, CFP (she/her) Senior Financial Consultant, Simonson
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Vinh,

In the first tab labeled “Clients” there is no ability to see the status – can you please advise how this can be updated to only show our current active clients?

Thank you,

Devon Currah, CFP (she/her)
Senior Financial Consultant, Simonson Team Wealth Management
Specializing in Responsible Investing and Philanthropic Planning
Phone (587) 200-7442  Toll-Free 1-866-951-6340     




***DDS*** 12/04/25
Name: 	HALVOR Simonson
Phone: 
Agent code: 93030

Hello Devon,

Thank you for contacting the Workspace support group regarding Workspace Client List.

You are correct Transferred means the clients have been transferred to another Advisor.

Unfortunately the reporting options are limited and we cannot filter out “Transferred” status.   The only option is really for Hal to click on the “Status” column which will sort the column making Active clients to show on the top of the list.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Currah, Devon <Devon.Currah@igpwm.ca> 
Sent: December 3, 2025 12:41 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Simonson, Hal <Hal.Simonson@igpwm.ca>
Subject: Workspace Client List

Hello, I am looking for a list of current active clients in the CL workspace for Hal Simonson 93030. Under the “All Reports” and “Inforce Client List” Report, I see that about half of the clients on our client list have
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I am looking for a list of current active clients in the CL workspace for Hal Simonson 93030. Under the “All Reports” and “Inforce Client List” Report, I see that about half of the clients on our client list have a status of “transferred”. Can you please clarify what this means? I think this means those clients have been transferred to another consultant. Can you please advise how we can get the “Clients” List to only include clients who are active and we are being compensated for?

Thank you,

Devon Currah, CFP (she/her)
Senior Financial Consultant, Simonson Team Wealth Management
Specializing in Responsible Investing and Philanthropic Planning
Phone (587) 200-7442  Toll-Free 1-866-951-6340     

Click HERE to listen to the latest market update from our Chief Investment Strategist

Book a short video appointment or a quick trade confirmation call",True,2025-12-04T20:22:14.000+0000,False,False,005OH00000BGeeHYAT,2025-12-04T20:22:14.000+0000,005OH00000BGeeHYAT,2025-12-05T13:15:41.000+0000,005OH00000BGeeHYAT,2025-12-05T13:15:41.000+0000,(780)449-1487,(587) 713-4615,hal.simonson@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDSfKYAW,False,,24292492,0030A0000029gkIQAQ,0010A000002w4icQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for Workspace,Medium,"•	Reason for call: Register for WS
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: n/a
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication

===========================
Hello Amaninder, 

Thank you for contacting Workspace Support. It was our pleasure in helping you register successfully as an MGA. 

For any questions regarding how to fill out applications, you contact the Client Services Centre (CSC) at 1-888-252-1847. 

Your voice matters! Let us know what you thought about the quality of service today by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T21:11:28.000+0000,False,False,005OH00000BFQFGYA5,2025-12-04T20:54:18.000+0000,005OH00000BFQFGYA5,2025-12-04T21:18:08.000+0000,005OH00000BFQFGYA5,2025-12-04T21:18:08.000+0000,(416)900-6052X242,,aj.bharj@travelshield.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDXtSYAW,False,,24292360,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-04T21:00:48.000+0000,False,False,005OH000006uyEFYAY,2025-12-04T20:52:44.000+0000,005OH000006uyEFYAY,2025-12-04T21:00:48.000+0000,005OH000006uyEFYAY,2025-12-04T21:00:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEFYAY,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDYUbYAO,False,,24295200,003G0000018f6ZVIAY,0010A000002wOWaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Call back,Medium,User is waiting on a call back from L2 (Jonathan). Jonathan is calling back now regarding previous case.,True,2025-12-04T21:44:36.000+0000,False,False,005OH00000BG5v4YAD,2025-12-04T21:40:41.000+0000,005OH00000BG5v4YAD,2025-12-04T21:44:36.000+0000,005OH00000BG5v4YAD,2025-12-04T21:44:36.000+0000,(519)491-2120,5196278793,debergh@slaterwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDYsrYAG,False,,24297177,0030A000006fgcAQAQ,001G000001kmjdFIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected Calls,Medium,,True,2025-12-04T22:30:37.000+0000,False,False,005OH00000AbCcLYAV,2025-12-04T22:26:00.000+0000,005OH00000AbCcLYAV,2025-12-04T22:30:37.000+0000,005OH00000AbCcLYAV,2025-12-04T22:30:37.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDdh8YAC,False,,24292584,003OH00000H69OfYAJ,001OH00000L7pD3YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-04T20:55:47.000+0000,False,False,005G0000002gxxjIAA,2025-12-04T20:55:47.000+0000,005G0000002gxxjIAA,2025-12-04T20:55:47.000+0000,005G0000002gxxjIAA,2025-12-04T20:55:47.000+0000,(514)677-5459,,lili.stanovici@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDdqoYAC,False,,24293407,0030A0000029h2LQAQ,0010A000002w4yjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Web Illustrator - Failed to fetch error,Medium,"Web Illustrator - Failed to fetch error

Thank you Carl, this morning it was working, but I will keep this e-mail in case it happens again.
Thanks


Hi Julie,

Thank you for contacting Workspace Support.

The “failed to fetch” error when opening the Web Illustrator typically indicates a connectivity or browser-related issue rather than a problem with the illustration data itself.

Please try the following steps:

1.	Clear your browser cache and cookies in Microsoft Edge:
o	Open Edge and click the three dots in the top-right corner.
o	Select Settings > Privacy, search, and services.
o	Under Clear browsing data, click Choose what to clear.
o	Set Time range to All time.
o	Check Cookies and other site data and Cached images and files.
o	Click Clear now, then restart Edge.

2.	After clearing cache and cookies, try accessing the Web Illustrator again.

If this does not resolve the issue, please email us with the details so we can assist further.

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Dupras, Julie <Julie.Dupras@canadavie.com> 
Sent: Wednesday, December 3, 2025 12:37 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Web illustration

Hi,
It seems to have an issue with Web illustration, it shows this pink message.

My colleague also has the same message.
Do we know when it will be corrected?

Thank you

 
 
•	À compter du 22 septembre : Faites profiter vos clients de 3 mois gratuits sur une assurance maladie grave en souscrivant sur la même proposition une vie ou une invalidité. Voir les détails ici : Page de ressources pour les conseillers

•	Starting September 22: Offer your clients 3 months of free critical illness insurance when they apply for life or disability coverage on the same application. See details here: Advisor resource page

________________
Julie Dupras
Canada vie / Canada Life
Directrice régionale des ventes – Assurance / Regional Sales Manager- Insurance
Cell: 514-969-2857
________________

Mélissa Gbago, B. Sc., M. Sc. Associée Régionale des Ventes | Regional Sales AssociateMelissa.gbago@canadavie.com    Tél.:  438-316-5071

 


______________________________________________________________________________________________


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus",True,2025-12-04T21:08:19.000+0000,False,False,0055o000001zVCKAA2,2025-12-04T21:08:19.000+0000,0055o000001zVCKAA2,2025-12-04T22:34:56.000+0000,0055o000001zVCKAA2,2025-12-13T02:01:35.000+0000,(514)969-2857,,julie_dupras@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDeZxYAK,False,,24292774,0031600002a7ovNAAQ,0010A000002wOHJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,NB Application not going through,Medium,"NB Application not going through despite all details are in placed. Reach out to assist line, SL Jason took over the call.",True,2025-12-08T14:36:58.000+0000,False,False,005OH00000BFPZHYA5,2025-12-04T20:58:31.000+0000,005OH00000BFPZHYA5,2025-12-08T14:36:58.000+0000,005OH00000BFPZHYA5,2025-12-08T14:36:58.000+0000,(403)981-1997,(403) 512-5611,ryan@evermarkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDhuRYAS,False,,24295016,0030A00000AvFwrQAF,0010A00000BVccCQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration:,Medium,"*****DDS***** 12/04/2025
User need help with registration but failed authentication as address was outdated, referred user to contracts and compensation


******email chain*****

Hello Analydia, 

    It was a pleasure assisting you today. We couldn’t complete registration today as you did not pass authentication due to address not matching. You can update your address with contracts&compensation@canadalife.com. 
If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T21:37:03.000+0000,False,False,005OH00000BFQFHYA5,2025-12-04T21:37:03.000+0000,005OH00000BFQFHYA5,2025-12-04T21:40:06.000+0000,005OH00000BFQFHYA5,2025-12-04T21:40:06.000+0000,(416)820-5556,,aaturiano@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDiSIYA0,False,,24293727,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-04T21:17:30.000+0000,False,False,005OH000006uyEFYAY,2025-12-04T21:13:27.000+0000,005OH000006uyEFYAY,2025-12-04T21:17:30.000+0000,005OH000006uyEFYAY,2025-12-04T21:17:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEFYAY,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDlehYAC,False,,24295965,003OH00000M95gfYAB,001OH00000QuuxNYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Assisted advisor with the workspace registration.
***********
Hi Tammy , thank you for contacting the workspace support today.

It was my pleasure assisting you, we got you successfully registered for workspace online.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T22:09:37.000+0000,False,False,005OH00000BFQFCYA5,2025-12-04T21:55:51.000+0000,005OH00000BFQFCYA5,2025-12-04T22:13:31.000+0000,005OH00000BFQFCYA5,2025-12-04T22:13:31.000+0000,(306)236-8716,,tdancy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDn0ZYAS,False,,24295332,0030A00000CSW1fQAH,0015o0000054OlxAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Equisoft Login Issues,Medium,"***DDS 2025-12-04***
User was having issues logging into their Equisoft account.
DDS guided user to resetting their Equisoft password, but was still unsuccessful logging in.
DDS referred user to Service Desk.
 
================================================================================
****Email Chain**
Bonjour Luc,

Merci pour votre appel concernant votre accès à votre compte Equisoft. Nous sommes très désolés que nous n’avons pas pu vous aider à débloquer votre compte. Comme nous en avons discuté, contactez l’équipe de Service Desk à 1-800-459-5141.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T21:43:14.000+0000,False,False,005OH00000AX0rVYAT,2025-12-04T21:43:14.000+0000,005OH00000AX0rVYAT,2025-12-04T21:55:58.000+0000,005OH00000AX0rVYAT,2025-12-04T21:55:58.000+0000,(514)235-0793,(514) 235-0793,luc.tremblay@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDpdRYAS,False,,24294914,003OH00000QgacvYAB,001OH00000WTHsoYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Login Error,Medium,"JOSEE LECLAIR
user needs help with accessing MGA workspace account
KB0020537 - authenticated user and unlocked account to provide access. sent reset password link out too.

Email:
----------
Hello Josee,

Thank you for contacting Workspace Support concerning logging into your workspace account.

On the call today, we found that your workspace account was locked so I unlocked it from our backend system and sent you a password reset link to gain access to your account again. You confirmed that you were able to successfully log in again.

Please let me know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T21:45:33.000+0000,False,False,005OH00000BGf2TYAT,2025-12-04T21:35:07.000+0000,005OH00000BGf2TYAT,2025-12-04T21:45:33.000+0000,005OH00000BGf2TYAT,2025-12-04T21:45:33.000+0000,(705)647-6645,,josee@stcyr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDugQYAS,False,,24297534,0030A0000029huaQAA,0010A000002w5hiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policies not showing up in Workspace under Advisor's profile,Medium,"***DDS Dec.4/2025***
ASA was inquiring about Policies 69086063T / 69086055T not showing up in the Advisor TREVOR A KRALL Workspace account. After investigating I can see both policies are aligned to a different Advisor LIONEL WILLIAMS. Did not provide any information about the other Advisor due to privacy reasons. Provided follow up email to the ASA that included the TPA form.

REF KB: KB0017397

*****Email*****
Hello Rochelle,

Thanks for contacting the Workspace support team regarding the policies that were not showing under your Advisor’s Workspace account.

As discussed, the policies that you mentioned on our call are both active however, they are under a different Advisor's code. 

Just to remind you, you should be requesting TPA to your advisor. I have attached the TPA form, please have this completed and sent to Distribution_Methodology@canadalife.com

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great night!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T22:57:06.000+0000,False,False,005OH00000BFQFBYA5,2025-12-04T22:37:11.000+0000,005OH00000BFQFBYA5,2025-12-04T23:12:46.000+0000,005OH00000BFQFBYA5,2025-12-04T23:12:46.000+0000,(403)284-0494,,trevor.krall@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDvhFYAS,False,,24296109,0030A00000CSW1fQAH,0015o0000054OlxAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User needed help to reset their Equisoft MFA,Medium,"Referred them to Equisoft support

Bonjour Luc,

Merci d’avoir contacté l’ équipe du support technique de l’Espace affaires 

Tel que mentionne durant notre appel, veuillez communiquer avex l’équipe de support d’Equisoft pour obtenir de l’aide pour reconfigurer votre connexion multifactorielle avec votre compte Equisoft.

Bonne fin de journée!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T22:30:13.000+0000,False,False,0055o000001zVCKAA2,2025-12-04T21:58:59.000+0000,0055o000001zVCKAA2,2025-12-04T22:30:13.000+0000,0055o000001zVCKAA2,2025-12-04T22:30:13.000+0000,(514)235-0793,(514) 235-0793,luc.tremblay@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hDxxaYAC,False,,24297483,0030A0000029kVoQAI,0010A000002w7rEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - Err- W1281,Medium,"KB0017399 - assisted the advisor in unlocking the account successfully.
================

Hi Kristi,

Thank you for contacting the workspace support about getting an error Err- W1281 when trying to access your workspace.

We have checked your details at the back end and make sure that you are logging in your correct details such as your email, password, and association. We can also confirm that you were able to regain access to your workspace.

I appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-04T22:44:23.000+0000,False,False,005OH00000BFPZHYA5,2025-12-04T22:35:09.000+0000,005OH00000BFPZHYA5,2025-12-04T22:53:19.000+0000,005OH00000BFPZHYA5,2025-12-04T22:53:19.000+0000,(236)420-5835,,kristi.ames@manulifesecurities.ca,(250)860-1213,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hE2ScYAK,False,,24297639,0035o000003dedwAAA,0015o000004HQ3RAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Known issue - DSFA Automatic Switch or DCA - allocation or percentage errors,Medium,"Known issue - DSFA Automatic Switch or DCA - allocation or percentage errors

HI Saad, 

Thank you for contacting Workspace Support.

As per our call, this is a known issue. For your reference, here is the workaround to ensure you can continue submitting applications without interruption:

Issue:
When selecting “Yes” for the Automatic Switch/DCA component on the Additional Options page for a new segregated fund application (account types: RSP/SRSP, LIRA/LRSP, RLSP, TFSA, Non-reg, and Income), an error message appears indicating the allocation does not add up correctly—even when the correct allocation is entered.

Workaround:

1.	On the Automatic Switch and DCA questions, select “No.”

              

2.	Add any Automatic Switch or DCA instructions in the Special Instructions field on the Additional Options page.

          

Please note: The DCA/Automatic Switch will be set up manually regardless of whether the form or Special Instructions is used to request it. This will allow applications to proceed while the issue is being resolved.
If you have any questions or need further assistance, feel free to reach out.

Have a wonderful day. 

Thank you for your patience while I was working in your case. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback: complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T22:53:46.000+0000,False,False,0055o000001zVCKAA2,2025-12-04T22:40:35.000+0000,0055o000001zVCKAA2,2025-12-04T22:53:46.000+0000,0055o000001zVCKAA2,2025-12-04T22:53:46.000+0000,(604)495-9092,(778) 239-6988,asgharsaad@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hE2fWYAS,False,,24297584,0030A0000029WRiQAM,0010A000002vwAlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"*12/4*
----------------
SHARLENE Bell

i would like to register for workspace. 
a2514
only a single code
was not registered for Repnet yet under code 
advised will need to reach out to Distribution_Methodology@canadalife.com


*email*
----------------
Good afternoon Sharlene, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to register for Workspace but were unsure of what stage of the process you were at. Our conversation and subsequent investigation determined that you need to start with Repnet registration first. You just need to email Distribution_Methodology@canadalife.com and request your Repnet registration information. They should provide everything you need, then you need to go register for Repnet as soon as you get the information. Then you need to wait 48 hours till you can register for Workspace. You will need to enter the Repnet ID and password you created when you registered for Workspace. When creating a password for Repnet, please use only letters and numbers as it can interfere with registration if there is a special character in the password. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T23:16:03.000+0000,False,False,005OH000008919xYAA,2025-12-04T22:38:45.000+0000,005OH000008919xYAA,2025-12-04T23:16:34.000+0000,005OH000008919xYAA,2025-12-04T23:16:34.000+0000,(780)922-2140,,sharlenebell@albertacom.com,(780)922-0981,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hE8rOYAS,False,,24298187,003G0000018f80zIAA,0010A000002wQ6tQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access - ERR-W1283,Medium,"KB0017399 - assisted the advisor in unlocking the account successfully.
=================

Hi Colleen,

Thank you for contacting the workspace support about getting an error ERR-W1283 when trying to access workspace.

We have identified that your access was locked due to multiple access failure using an incorrect detail. We have confirmed your details and updated everything, unlock and reset your password. We can also confirm that you were able to regain your access to workspace.

I understand you must be upset about what happen, but I do appreciate your patience and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-04T23:17:01.000+0000,False,False,005OH00000BFPZHYA5,2025-12-04T22:58:13.000+0000,005OH00000BFPZHYA5,2025-12-04T23:22:22.000+0000,005OH00000BFPZHYA5,2025-12-04T23:22:22.000+0000,(416)915-2435,,gillianj@johnstonshawinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hEBHQYA4,False,,24299049,003G0000018f706IAA,0010A000002wP2jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace - not a workspace issue - internal email provisioning question,Medium,"*12/4*
----------------
Qian Gu

trying to get a new email, i dont know how to get her started
wants to know what step for provisioning email to employee. 
advised that it's not something we can support since this is workspace support, Workspace support does not support their origanizations internal email issues. 



*email*
----------------

Good afternoon Qian, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You had a question related to how your employee can access your internal email that you just set up for them. We provided the information to a TSP, this is not the correct path as they will likely not be able to assist you, you will need to contact Microsoft or other 3rd party tech support. I found another tool after the call ended showing you had no TSP alignment so there is no support path from Workspace Support for this inquiry. We support Workspace itself, and any tech issues related to that inside of the platform. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T00:11:12.000+0000,False,False,005OH000008919xYAA,2025-12-04T23:31:56.000+0000,005OH000008919xYAA,2025-12-05T00:11:12.000+0000,005OH000008919xYAA,2025-12-05T00:11:12.000+0000,(647)408-2038,(647) 408-2038,qian.gu@helpingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hEDMQYA4,False,,24298664,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advisor wanted product specific info such as balance of RRIF,Medium,"***DDS Dec.4/2025***
Advisor wanted product specific info, provided CSC # and transferred him over. I also let him know relay support chat on Workspace might be able to assist him with product specific info as well.

*****Email*****
Hello Michael,

Thanks for contacting the Workspace Support team regarding the product specific information you were requesting.

Unfortunately, that is out of our scope here at Workspace Support, as we provide technical and navigational support for Workspace. However, I was able to transfer you over to the Client Service Centre who should be able to assist you further.

Please note, you can also utilize the Relay Support Chat option in Workspace to get assistance with product specific information as well.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great night!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T23:29:25.000+0000,False,False,005OH00000BFQFBYA5,2025-12-04T23:16:01.000+0000,005OH00000BFQFBYA5,2025-12-04T23:36:27.000+0000,005OH00000BFQFBYA5,2025-12-04T23:36:27.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hEJwTYAW,False,,24298889,0030A00000AvFwrQAF,0010A00000BVccCQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Pending Confirmation registration error,Medium,"Workspace Pending Confirmation registration error
Hi Analydia, 

I am glad I was able to help you finish your Workspace account registration and help you configure your Google Authenticator to your Workspace account. 

If you have any additional Workspace issue or any questions, don’t hesitate to reach out to us again by email or by phone.  

Have a wonderful day!

I hope my assistance made your day easier! Could you please take a moment to share your experience with my support by filling this short 5 seconds survey?  Your can also use this link to provide feedback on Workspace to help us improve it: complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Thursday, December 4, 2025 3:22 PM
To: aaturiano@gmail.com
Subject: Phone Call - Pending Confirmation Workspace Account Registration - C24298889

Hi Analydia, 

Thank you for contacting Workspace Support.  

Your Workspace account registration is not finished. Your account is in “pending Confirmation” status. 

We will need to redo a part of your registration to trigger the screen we need to send the confirmation email again. 

To do so, please click on this link : https://workspace.canadalife.com/registration

Enter your User ID and your User ID password like you did the first time your register and click on the red button. 

On the next screen you should see an error message. 

On this screen you should see a red link with something like “resend code”. 

Click on this resend code link. 

You will receive an email. In this email click on the red button. Then enter your email and password and login. 

This should active your account and resolve the pending confirmation status. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-04T23:32:42.000+0000,False,False,0055o000001zVCKAA2,2025-12-04T23:25:16.000+0000,0055o000001zVCKAA2,2025-12-05T00:25:08.000+0000,0055o000001zVCKAA2,2025-12-05T00:25:08.000+0000,(416)820-5556,,aaturiano@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,119.0
500OH00000hFF4UYAW,False,,24303806,003G0000018f7fqIAA,0010A000002wPmPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User inquiring about how to register for Workspace. 
User ID is registered back in October. 

Email: crystal@claritymd.ca
Code: W1478

****************************************************************
Good morning, Crystal 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace registration!

To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. You can contact Distribution_Methodology@canadalife.com to request for your User ID if you have forgotten it. 

In the case you forgot your password as well, you want to go to the following link, 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi… and select on forgot password to reset. 

*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T14:47:22.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T14:35:57.000+0000,005OH00000BG5v4YAD,2025-12-05T14:47:22.000+0000,005OH00000BG5v4YAD,2025-12-05T14:47:22.000+0000,(416) 578-9884 x 202,(416) 893-5500,rex@claritymd.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFGetYAG,False,,24303394,003OH00000P4R6YYAV,001OH00000UUybrYAD,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace access,Medium,"***DDS*** 12/05/25
Name: Garry Moore  
Phone: 
Agent code: H5587
Reference: 

Hello Patrick,

Thank you for contacting the Workspace support group, we would be happy to assist Garry in regards too his MGA Workspace access.

Has Garry tried selecting “Forgot Password” at the logon page or does that not work?   If he is not getting a password reset sent to his email, please have Garry call us.

Please have Garry call us at his convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: December 4, 2025 2:48 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Garry Moore - Repnet password reset
Importance: High

Hello,

Can you please reset the password for Garry Moore ASAP? I’m supposed to meet with him at 3pm to help him finalize his WS registration and just realized he will not have his password available.  His user ID is LL23096-2.

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772",True,2025-12-05T14:26:02.000+0000,False,False,005OH00000BGeeHYAT,2025-12-05T14:26:02.000+0000,005OH00000BGeeHYAT,2025-12-05T16:36:40.000+0000,005OH00000BGeeHYAT,2025-12-05T16:36:40.000+0000,(613)695-8611X1100,,garry.moore@miig.ca,(613)748-0231,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFJfzYAG,False,,24304221,0030A0000029lsWQAQ,0010A000002w8wGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Inforce Illustration,Medium,"*** DDS Dec 5th, 2025 ***
User wants to create an illustration but advisor's account is not setup yet through Workspace. Sent registration steps by email.
=============
Good morning Marie-Jeanne,

It was a pleasure speaking with you today about creating Inforce Illustrations.

For the policy 25309863, started before 2017, it would be illustrated using the Desktop app “Product Illustrations”. This is available to download through a Workspace account. I noticed that Marcel has an account for which a UserID was created but did not finish registration.

If he forgot what his UserID is, he can email distribution_methodology@canadalife.com with his full name and active advisor code so they can confirm it.

Once you have the UserID, Marcel can follow these steps to register to Workspace:

 

 

 

He can call us if he’s having issues registering or so we can help him download and access Product Illustrations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T15:00:49.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T14:45:55.000+0000,005OH00000AbJ7aYAF,2025-12-05T15:08:53.000+0000,005OH00000AbJ7aYAF,2025-12-05T15:08:53.000+0000,(204)878-9678,,mjk@atps.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFLGIYA4,False,,24301194,0035o000006kppKAAQ,0015o000007LMUsAAO,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Can't login to Workspace,Medium,"Caller Name: Zhi chun Ma (Victor Ma) 
Advisor or support staff: Advisor 
Advisor Code: E4141 MGA
Advisor Name: Zhi chun Ma 	
Phone: 778-989-5839
Email: isvictorma@gmail.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: My name is Zhi chun Ma, My advisor code is E4141, I can't login to my Workspace account. because my iPhone can't connect with my PC.

FINDINGS: The screenshot he provided is of the SF Authenticator, looks like he needs to open the app on his phone to approve.

SF PROFILE ACTIVE. LAST LOGIN OCT 29 AND AUTH IS SETUP. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o0000026G8eAAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000006l0A7AAI%26cntc%3D0035o000006l0A7AAI%26id%3D0055o0000026G8eAAE

--------------------------------------***DDS  12/08/2025***--------------------------
Checked and found he called in earlier today Case#24367459 and couldn't pass verification and was advised to contact Contracts & compensation.
not sure why the rep on this case asked for address as its not part of the MGA Dec 2 rotation questions (Dec rotation questions are Full name/advisor codes/province licenses to sell/last login to workspace and only if its a registration call then address on file and but this wasn't a registration call. Regardless the call/situation may have warranted that that question being asked by the other rep and the advisor failed. Even the address he provided in email doesn't match Siebel profile. .
Replied to his message advising he needs to contact contracts & compensation to check/update
--------------------------------------***DDS  12/08/2025***--------------------------
Hello Zhi,

As you were unable to pass verification the representative you spoke to or any of us would be unable to assist you. 

Please also note there were no changes to the authentication process. 

Your earlier messages indicated you deleted all the accounts from your Salesforce Authentication app and as such it needs to be setup again. To do this, we need to first authenticate you, this is the reason I asked you to contact us.

Please reach out to contracts&compensation@canadalife.com ASAP to further inquire as to what information is listed on file for you/and or update the information to your current address. Please also check/update the information in Apexa including any phone#s.

We here at Workspace Support do not have the ability to update this for you.

Once you receive confirmation from Contracts & Compensation that it has been updated, you will need to allow upto 48hrs for the systems to be updated and you can then give us a call to further assist you, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   

--------------------------------------***DDS  12/08/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/08/2025***--------------------------
Hi Antia,

I called your support center  1-888-999-4516, but the representative told me my address doesn't match the address in your system and he can't reset my account.. 
I never change my address, I don't know the reason. My address is 1428 Coast Meridian Rd, Coquitlam, BC V3E  0B3
Could you update my address on your system please? or call me to make sure.

I still can't login to the Workspace. I don't know why CL changed login technology without training or notice that blocked CL business!.

Thank you Antia again.

Victor



--------------------------------------***DDS  12/05/2025***--------------------------
RESOLUTION: AS HE HAS DELETED THE ACCT FROM HIS SF AUTHENTICATOR, HE WILL NEED TO SETUP MFA AGAIN AND WE WILL NEED TO AUTHENTICATE AND FOLLOW KB0020738. ADVISED HIM TO CALL US TO FURTHER ASSIST/AUTHENTICATE
--------------------------------------***DDS  12/05/2025***--------------------------
Hello,

Thanks for the details. 

As you’ve removed all the accounts from your Salesforce authenticator, you won’t be able to proceed further by simply re-adding it.

To help you with this, we need to connect with you over the phone and authenticate, thanks.  

Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/05/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/05/2025***--------------------------
Hi Anta,

Thank you for your reply.

I tried, but there are no actions on the iPhone side,  I deleted all accounts from salesForce on my iPhone. I want to try it again, but there is no QR code on the PC side to scan. So I still can login to the Workspace, Could you tell me where I can find isvictorma@gmail.com.mgana.aw account ?

Thank you,

Best regards,

Zhi chun Ma

--------------------------------------***DDS  12/05/2025***--------------------------
SENT INSTRUCTIONS TO CHECK THE MOBILE SF AUTH APP TO APPROVE

--------------------------------------***DDS  12/05/2025***--------------------------
Hello Zhi,

Thank you for contacting Workspace Support today. 

I see from the screenshot you’ve provided it indicates you need to authenticate to sign in. 

The screenshot notes you’re using the Salesforce Authenticator which would be installed on your phone.

Please try to sign into Workspace again, when prompted with this screen, open the Salesforce Authenticator app on your phone and approve the request.

You will then be able to sign into Workspace. 

This is a requirement each time you sign into Workspace, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/05/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/05/2025***--------------------------
Hello,

My name is Zhi chun Ma, My advisor code is E4141, I can't login to my Workspace account. because my iPhone can't connect with my PC.
 

Could you send a video to let me know how to fix it please ?

Thank you,

Best Regards,

Zhi chun Ma (Victor Ma) 778-989-5839",True,2025-12-05T18:55:31.000+0000,False,False,005OH00000AUS7aYAH,2025-12-05T13:07:59.000+0000,005OH00000AUS7aYAH,2025-12-09T04:44:32.000+0000,005OH00000AUS7aYAH,2025-12-09T04:44:32.000+0000,(778)989-5839,,isvictorma@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFMqhYAG,False,,24302613,0030A0000029ohhQAA,0010A000002wBJVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Locked MGA Workspace User ID,Medium,"***DDS*** 12/05/25
Name: Joel Lapierre 
Phone: 
Agent code: 
Reference: KB0020858

Hi Joel,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Locked MGA Workspace User ID.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: December 4, 2025 1:42 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: TODO: You’re almost there - set up your Canada Life Workspace (MGA) today | À faire: Vous y êtes presque – configurez votre Espace affaires de la Canada Vie (AGD) maintenant

Hello,

Can you please assist Joel in resetting his password so we can continue with his WS registration?

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Joel Lapierre <JLapierre@giffordcarr.ca> 
Sent: December 4, 2025 1:07 PM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Subject: [EXT] RE: TODO: You’re almost there - set up your Canada Life Workspace (MGA) today | À faire: Vous y êtes presque – configurez votre Espace affaires de la Canada Vie (AGD) maintenant

Can you please reset my access Pat. I think Katie may have started it but I do not recall going in and getting it rolling. Sorry for delay! Joel Lapierre, PFA Advisor T 613. 596. 9101 | C 613. 914. 4002 Disclaimer | Privacy Policy giffordcarr. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Can you please reset my access Pat. I think Katie may have started it but I do not recall going in and getting it rolling. 

Sorry for delay! 

 	Joel Lapierre, PFA
Advisor
T 613.596.9101 | C 613.914.4002

Disclaimer | Privacy Policy

       	  giffordcarr.ca
			
Book a meeting



From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: December 2, 2025 2:49 PM
To: Joel Lapierre <JLapierre@giffordcarr.ca>
Subject: TODO: You’re almost there - set up your Canada Life Workspace (MGA) today | À faire: Vous y êtes presque – configurez votre Espace affaires de la Canada Vie (AGD) maintenant
Importance: High

CAUTION: External Sender. Do NOT respond, click links, or open attachments unless you were expecting and know the content is safe.

Good afternoon Joel,

This email is a reminder that since you completed the first steps of the registration process for your MGA access, you simply need to complete the last step, which is completing the registration. If you recall, the first step asked you select a username, and 2 days later, to complete the registration. The part missing is the one that needed to be done 2 days later. See below for the username you selected, and if you forgot your password, please message me and I can have it reset for you.",True,2025-12-05T14:07:26.000+0000,False,False,005OH00000BGeeHYAT,2025-12-05T14:07:26.000+0000,005OH00000BGeeHYAT,2025-12-05T16:37:50.000+0000,005OH00000BGeeHYAT,2025-12-05T16:37:50.000+0000,(613)914-4002,,jlapierre@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFN1zYAG,False,,24301804,003G0000018f6olIAA,0010A000002wOqVQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CRM Data Download,Medium,"Caller Name: Stephanie Ryckman
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Jason Roy, LL22896	
Phone: 
Email: Stephanie.Ryckman@adkinsfinancial.com		
Siebel verification: N/A
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: N/A
Issue: We have received emails for both me and Jason Roy, LL22896, to complete the data download.
I am an Advisor Associate, so I assume the download is not applicable to me. Jason completed his download with the hard drive – will he still need to complete the Workspace process as per the email?
Please confirm so we can ensure it is done as needed.

RESOLUTION: ADVISED STEPHANIE, THE ADVISOR MUST LOGIN TO WORKSPACE TO ACKNOWLEDGE THEY'VE DOWNLOADED THE DATA AS PER EMAIL.

--------------------------------------***DDS  12/05/2025***--------------------------
Hello Stephanie, 

Thank you for contacting Workspace Support. 

Glad to hear the advisor had downloaded the CRM data. 

Jason will need to sign into Workspace to complete the process as per the email, he must acknowledge through Workspace that he’s downloaded the data, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/05/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/05/2025***--------------------------
Hello,

We have received emails for both me and Jason Roy, LL22896, to complete the data download.
I am an Advisor Associate, so I assume the download is not applicable to me. Jason completed his download with the hard drive – will he still need to complete the Workspace process as per the email?

Please confirm so we can ensure it is done as needed.

Thank you.

Stephanie Ryckman
Executive Assistant
Direct: 289-769-0985",True,2025-12-05T13:41:49.000+0000,False,False,005OH00000AUS7aYAH,2025-12-05T13:38:32.000+0000,005OH00000AUS7aYAH,2025-12-05T13:44:26.000+0000,005OH00000AUS7aYAH,2025-12-05T13:44:26.000+0000,(519)720-0936,(905) 928-4414,jason.roy@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFNA6YAO,False,,24303058,003OH00000PPS1BYAX,001OH00000UuC0qYAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace registration,Medium,"***DDS*** 12/05/25
Name: Joe Truglia 
Phone: 
Agent code: H6118
Reference: KB0017316 

Hello Joe,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding MGA Workspace registration.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: December 4, 2025 2:09 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Truglia, Joe <joe.truglia@truespectwealth.com>
Subject: FW: MGA acc#H6118 and H6117
Importance: High

Hello Workspace support team,

Can you assist Joe with the Workspace MGA registration please?

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Joe Truglia 
Sent: December 4, 2025 12:41 PM
To: Distribution Methodology 
Cc: Soullière, Patrick 
Subject: [EXT] MGA acc#H6118 and H6117
Importance: High

Hello. I am trying to complete the final stage of MGA access. I am not really certain how to do this. Can you help? Regards, Joe Truglia*, B. Comm. , , RWMTM Certified Financial Planner Principal, TRUESPECT Wealth Management Inc. ** Investment
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hello. I am trying to complete the final stage of MGA access. I am not really certain how to do this. Can you help? 



Regards,

Joe Truglia*, B.Comm.,  , RWMTM
Certified Financial Planner 
Principal, TRUESPECT Wealth Management Inc.** Investment Representative,
Investment Representative, Quadrus Investment Services Ltd. 
Tel. 613-747-8181 | Mobile 613-797-9918 | Fax 1-613-209-8245
Trudy Smith Advisor Support Associate| Advisor Support & Solutions
trudy.smith@advicecanada.com | 343-302-5625

 
710-112 Kent Street, Ottawa ON K1P 5P2
Canada Life Customer Service: 1-877-566-5433
www.truespectwealth.com | info@truespectwealth.com",True,2025-12-05T14:18:25.000+0000,False,False,005OH00000BGeeHYAT,2025-12-05T14:18:25.000+0000,005OH00000BGeeHYAT,2025-12-05T16:37:05.000+0000,005OH00000BGeeHYAT,2025-12-05T16:37:05.000+0000,(613)747-8181,,joe.truglia@truespectwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFO1HYAW,False,,24301422,0031600002N1yg8AAB,0010A000002wNauQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 5th, 2025 ***
User could not access account as ISAM userID pas locked. UserID locked was llo966@gwlext. User told me it happened last month, on Nov 4th and the month previous on Oct 2nd, but although the account was unlocked every time, it was never escalated, so info gathered here in case this happens again. User tried to connect this morning, does not work, so he tried to reset his Workspace password, does not work. Called, I authenticated with rotation 2, set temp password, helped him reset his UserID password and he signed in successfully.
=================
Bonjour Christian,

C’était un plaisir de vous parler aujourd’hui et de vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, j’ai créé un mot de passe temporaire et vous ai aidé à réinitialiser votre mot de passe de votre RepNetID. Au final vous vous êtes connecté avec succès.

Cependant ce problème a l’air de se reproduire chaque mois, donc j’ai pris cela en note dans le cas 24301422. Si cela se reproduit, n’hésitez pas à nous contacter et nous donner ce numéro de cas pour qu’on puisse investiguer cela en détail et résoudre ce problème.

C’était un plaisir de vous aider aujourd’hui pour accèder à votre compte Espace Affaires. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-05T13:47:49.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T13:20:17.000+0000,005OH00000AbJ7aYAF,2025-12-05T13:54:08.000+0000,005OH00000AbJ7aYAF,2025-12-05T13:54:08.000+0000,(514)773-2478,(514) 773-2478,christian.trudeau@delsafinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFPOpYAO,False,,24305138,0030A0000029VTVQA2,0010A000002vvMlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T15:04:10.000+0000,False,False,005OH0000084GETYA2,2025-12-05T15:04:10.000+0000,005OH0000084GETYA2,2025-12-05T15:04:11.000+0000,005OH0000084GETYA2,2025-12-05T15:04:11.000+0000,(416)726-3233,,juliana.chan@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFaX3YAK,False,,24301457,003OH00000YlGU0YAN,001OH00000iB7wKYAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to access Workspace,Medium,"Caller Name: Neda Abedi
Advisor or support staff: Advisor 
Advisor Code: H9822
Advisor Name: Neda Abedi	
Phone: 
Email: abedineda66@yahoo.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: I am currently unable to log in. My password is not being accepted, even though I am confident it is correct. I also attempted the Forgot Password option multiple times, but I have not received any reset email.

FINDINGS: NO ADV Frim acct found in Workspace with her name. Just an AN advisor profile/no user detail page. 
checked Siebel and found her name with code H9822 and its active. 
TIM TAM done on 1-1F2QQAL as found in Siebe and no user ID. 
checked ISAM, no profile found with her full name. checked last name, found another llext profile doesn't look to be her.
checked her email as well in ISAM, abedineda66@yahoo.com nothing found.

Doesn't look like she's created a userID as yet.	

--------------------------------------***DDS  12/09/2025***--------------------------
SHE HASN'T RECEIVED ANYTHING FROM DM AS YET WHILE OTHER CO-WORKERS HAVE.
ADVISED HER SHE NEEDS TO FOLLOW UP WITH DM

--------------------------------------***DDS  12/09/2025***--------------------------
Hello Neda,
 
Thanks for responding. 

As previously noted, based on the information you’ve provided so far, I do not see that you’ve created a user ID and this is needed to register for Workspace access.

As you have not received your confirmation email from Distribution Methodology, you will need to follow up with them. They must first setup your access and then you can proceed with creating the User ID, allow 48hrs wait time then register for Workspace following the instructions below.

Please follow up with  Distribution_Methodology@canadalife.com  to inquire what your user ID is.
 
Steps are below to follow for Workspace Registration after 48hrs of creating your User ID.
 
Step 1: Click on the link Register
Step 2: Enter your RepNet ID and Password. If you can’t remember your Username or password, please click here to reset or you can contact us.
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other. 
You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/09/2025***--------------------------
ANOTHER MESSAGE RECEIVED
--------------------------------------***DDS  12/09/2025***--------------------------
Hello Canada Life  

Team,

I hope you are doing well.

I am writing to kindly follow up regarding my registration activation code, as I have not yet received it, while one of my colleagues has already received their activation form. I will be attaching a sample image for your reference.

My Producer Code is: H9822

I would greatly appreciate it if you could please review this matter and advise when I may expect to receive my activation code so I can complete my registration without further delay.

Thank you very much for your kind support and assistance.

Warm regards,
Neda
Producer Code: H9822



--------------------------------------***DDS  12/08/2025***--------------------------
RESOLUTION: 
UPDATE RECEIVED. SHE HAS NO USER ID. ADVISED HER TO TRY AND REGISTER FOR ONE AND OR CONTACT DM TO INQUIRE WHAT HER USER ID IS AS SHE NOTED SHE DID CREATE ONE BUT NONE IS FOUND.

--------------------------------------***DDS  12/08/2025***--------------------------
Hello Neda,

Thanks for responding. 

Based on the information you’ve provided so far, I do not see that you’ve created a user ID and this is needed to register for Workspace access.

You can try to register by going to Sign in | Canada Life scroll down on the page and click Register option and or as you noted you’ve already registered, please contact Distribution_Methodology@canadalife.com to inquire what your user ID is.

If you must register, you will then need to allow 48hrs before you can then register for Workspace access. Please note down the User ID and Password you created.

Steps are below to follow after 48hrs. 

Step 1: Click on the link Register
Step 2: Enter your RepNet ID and Password. If you can’t remember your Username or password, please click here to reset it or you can contact us.
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other. 
You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/08/2025***--------------------------
EMAIL UPDATE RECEIVED.
--------------------------------------***DDS  12/08/2025***--------------------------
Subject: Urgent Assistance Required – Unable to Access or Register for Workspace

Hello, Canada Life Time

Thank you for your follow-up and for your continued support. Unfortunately, despite following all the instructions provided, I am still unable to access or successfully register for my Canada Life Workspace account.

At this point, I do not have access to a valid User ID and I am unable to retrieve one through the recovery links. As a result, I am completely unable to log in or complete the Workspace registration process.

Given the urgency of my situation, I kindly request your assistance in either:

•	Recreating my account from the beginning, or
•	Providing step-by-step support to help me successfully create and activate my User ID and Workspace access from scratch.


This matter is time-sensitive, as I currently have a client waiting and I urgently need access to prepare and proceed with their case.

Please let me know the fastest way to resolve this issue or if there is any additional information you require from me to move forward immediately.

Thank you very much for your time and support. I truly appreciate your urgent assistance.

Warm regards,
Neda




--------------------------------------***DDS  12/08/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  12/08/2025***--------------------------
Hello Neda,

Following up on the email below. 

Please let us know if you still require assistance and any errors/pages where you’re stuck so we can better assist, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/05/2025***--------------------------
SHE'S NOTED SHE DID REGISTER FOR User ID / RepNet ID and Workspace
she's also noted she does not have access to the userid created. 
sent instructions

--------------------------------------***DDS  12/05/2025***--------------------------
Hello Neda,

Thanks for the details. 

As you noted you have already created a User ID and Workspace account, I checked and do not see you’ve registered for a User ID or Workspace yet which explains why you’re not receiving a password re-set email.

As you’re unable to provide the User ID, you can try going to Request your forgotten user ID | Canada Life RepNet to request the User ID be sent to you or you can also contact Distribution_Methodology@canadalife.com to inquire but it may take longer to hear back depending on their volume.

Once you know your User ID, let us know and or try to register for Workspace by going to Register

If the password isn’t correct, you will need to re-set it, you can go to Request your forgotten password | Canada Life RepNet and then once you have both the User ID and password, click Register for Workspace access.

If it turns out you didn’t create a User ID, you will need to first create one. Go to Sign in | Canada Life and scroll to the bottom of the page and click Register, please note down the user id/password combination. You will then allow 48hrs to lapse before proceeding with your Workspace registration Register

If you’re still having issues once you have your User ID/Password, please let us know/provide any errors/screenshot/what step you’re having issues with, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/05/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/05/2025***--------------------------
Hello,

Thank you for your response and for your assistance. Please find the requested information below:

I am an advisor.

My advisor codes are as follows:
Producer Code: H9822
FundServ / Dealer Rep Code: 3444-84813

The last time I attempted to access Workspace was today using this email address: abedineda66@yahoo.com

I have registered for a User ID / RepNet ID and Workspace.
However, I am currently unable to log in and also do not receive any reset email when using the Forgot Password option.
Unfortunately, I do not have access to my User ID at this time.

I have a client meeting scheduled very soon and would greatly appreciate your urgent assistance in restoring my access.

Thank you very much for your support.

Warm regards,
Neda


--------------------------------------***DDS  12/05/2025***--------------------------
SENT FOLLOW UP EMAIL REQUESTING MORE INFO AS PER FINDINGS
--------------------------------------***DDS  12/05/2025***--------------------------
Hello Neda,

Thank you for contacting Workspace Support. 

Sorry to hear you’re having trouble accessing Workspace.

To better assist you please provide the following information.

Are you an advisor or do you support an advisor? 

Please provide your advisor codes or the codes of the advisors you support.

When was the last time you accessed Workspace and what email address did you use?

If not, have you registered for a User ID/Repnet ID and or have you registered for Workspace? If yes, please provide the User ID/Repnet ID and also when you registered for Workspace

Once we have this information we will check and further advise, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/05/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/05/2025***--------------------------
Hi Canada Life Time,

Thank you for sending me the Canada Life portal link.
Unfortunately, I am currently unable to log in. My password is not being accepted, even though I am confident it is correct. I also attempted the Forgot Password option multiple times, but I have not received any reset email.

I have a client appointment scheduled for tomorrow, and I urgently need access to the portal in order to prepare the illustration and complete the next steps. I would greatly appreciate your immediate assistance in resolving this issue or advising on how I can regain access as soon as possible.

Please let me know what I should do right away.

Thank you very much for your prompt support.

Kind regards,
Neda",True,2025-12-08T20:32:04.000+0000,False,False,005OH00000AUS7aYAH,2025-12-05T13:21:51.000+0000,005OH00000AUS7aYAH,2025-12-09T20:56:03.000+0000,005OH00000AUS7aYAH,2025-12-09T20:56:03.000+0000,(416)459-0176,,abedineda66@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFb8FYAS,False,,24303398,003G0000018f6bPIAQ,0010A000002wOYhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password Reset,Medium,"SL - Escalated to Illustration team. Followed up with the user. No response. Sent Follow-up #2 to the user.

***DDS 2025-12-05***
User was having issues accessing product illustrations and was getting incorrect password and User ID prompt.
DDS reset user's ISAM password and was unsuccessful.
DDS advised user to try to use a password with no special characters but was still unsuccessful.
DDS escalated issue to level 2 as per Assist Desk.
 
================================================================================
****Email Chain**

Hello Dominic,

Thank you for following up on the product illustration tool access issue you’re experiencing.

A ticket was escalated to the illustration team for further investigation. We’ve reached out for an update and will provide more information as soon as we hear back from them.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Dominic Ierullo <dominic.ierullo@difp.ca> 
Sent: January 5, 2026 11:23 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Product Illustration Password Reset - Case 24303398/INC1954929
Importance: High

Hello, is there any progress on this issue, someone from second level support was supposed to resolve my problem of not being able to reset my password. Ciao Dominic Ierullo CFP CLU CHFC EPC Direct line: 416-538-9333, Cell: 416-995-2673 The
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ZjQcmQRYFpfptBannerEnd
Hello, is there any progress on this issue, someone from second level support was supposed to resolve my problem of not being able to reset my password.

Ciao 
Dominic Ierullo CFP CLU CHFC EPC 
Direct line: 416-538-9333, Cell: 416-995-2673  
        
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.  unsubscribe



Hello Dominic,

It was a pleasure speaking to you earlier regarding your Product Illustrations access. We’ve gone ahead and escalated this issue to our level 2 support and we will let you know as soon as they update us.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-29T13:17:43.000+0000,False,False,0050A000000qsPeQAI,2025-12-05T14:26:05.000+0000,005OH00000AX0rVYAT,2026-01-29T13:17:43.000+0000,0050A000000qsPeQAI,2026-01-29T13:17:43.000+0000,(416)538-9333,(416) 538-9333,dominic.ierullo@difp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFbMnYAK,False,,24304833,0030A000008eN5JQAU,001G000000urNDHIA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Ruth Ann,

As mentioned in my previous email, please see password below for your password-protected Excel file:
SDFL29VZMS

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Ruth Ann,

Our team received your request from Customer Service Specialist team for W0745 (99091) Wealth Fund Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Cindy,

This request is now complete and sent to the advisor, ruthann.kamphuis@hubinternational.com, directly due to client sensitive data and security protocols.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Buragina, Cindy <Cindy.Buragina@canadalife.com> 
Sent: December 4, 2025 5:26 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: Client listing request for advisor Ruth Kamphuis under advisor code 99091

Good Afternoon,

Can you please provide a client list for advisor Ruth Kamphuis under advisor code 99091, dealer 3439.

Thank you,

Cindy Buragina
Sr Customer Service Specialist | Retirement Income
Cindy.Buragina@Canadalife.com | 548-482-5990

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Kamphuis, Ruth Ann <RuthAnn.Kamphuis@hubinternational.com> 
Sent: December 4, 2025 12:04 PM
To: Buragina, Cindy <Cindy.Buragina@canadalife.com>
Cc: Harvey, Linda <linda.harvey@hubinternational.com>
Subject: RE: Nancy Irene Hutton RRSP 231001516 to CL GIO RRIF application

Thanks! Can you get a list of clients under that code? Ruth Ann Ruth Ann Kamphuis Senior Consultant, Employee Benefits & Retirement | Office: +1 (905) 988-4462 | Mobile: 289-686-2671 HUB International Ontario ULC 211 Martindale Road, Suite
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Thanks! 

Can you get a list of clients under that code? 


Ruth Ann 


 

Ruth Ann Kamphuis
Senior Consultant, Employee Benefits & Retirement | Office: +1 (905) 988-4462 | Mobile: 289-686-2671

HUB International Ontario ULC
211 Martindale Road, Suite D3
St. Catharines, ON L2S 3V7

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Confidentiality Notice: This electronic message, together with its attachments, if any, is intended to be viewed only by the individual to whom it is addressed. It may contain information that is privileged, confidential, protected health information and/or exempt from disclosure under applicable law. Any dissemination, distribution or copying of this communication is strictly prohibited without our prior permission. If the reader of this message is not the intended recipient or if you have received this communication in error, please notify us immediately by return e-mail and delete the original message and any copies of it from your computer system.",True,2025-12-05T14:58:43.000+0000,False,False,005OH0000071DK9YAM,2025-12-05T14:58:43.000+0000,005OH0000071DK9YAM,2025-12-05T14:58:43.000+0000,005OH0000071DK9YAM,2025-12-05T14:58:43.000+0000,(416) 591-9600 ext 207,,ruthann.kamphuis@hubinternational.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFcCNYA0,False,,24303246,0030A00000CUpbQQAT,0010A00000D5kMvQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Access,Medium,"TARA DOWNEY
user contacted us because they cannot access their workspace account(s)
I advised them that their MGA account is locked and they need to call us to have it unlocked but their ADSl account is unlocked and can be accessed once they reset their password. They can also contact us if they have any trouble doing this.

Email:
----------

Hello Tara,

Thank you for contacting Workspace Support about accessing both your Workspace accounts.

On our system, it appears that your MGA account is locked which is why you cannot access it when you try to link it to Advice Canada. We can assist you with unlocking your account, however, to do this we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

On the other hand, your Advisor Solutions account is unlocked, and you should be able to access it from your end once you reset your password. If you are having trouble with resetting your password, you can also contact us and we will be happy to assist you with this over the phone.

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Tara Downey <tara@tru-ii.com> 
Sent: December 4, 2025 11:03 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Advice Canada Connections

Good morning - hoping you can help me “connect” my existing CL Workspace MGA site to the Advice Canada portal. I tried to use my old Workspace MGA password but it says it’s incorrect. Also, I am having issues with my old Workspace Advisor Solutions
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning - hoping you can help me “connect” my existing CL Workspace MGA site to the Advice Canada portal. I tried to use my old Workspace MGA password but it says it’s incorrect. Also, I am having issues with my old Workspace Advisor Solutions password. Are you able to help me connect everything?

Thanks
Tara

-- 
Tara Y. Downey
CEO & Financial Planner, Trū Insurance & Investments Solutions
Quadrus Investment Services Ltd. | Mutual Fund Dealer
 
E: tara@tru-ii.com
C: 519-639-2183
Book a meeting: https://calendly.com/taradowney
www.tru-ii.com
   
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer wish to receive these messages, simply reply to this message with the word ""unsubscribe"" in the subject line.",True,2025-12-05T14:22:58.000+0000,False,False,005OH00000BGf2TYAT,2025-12-05T14:22:58.000+0000,005OH00000BGf2TYAT,2025-12-05T14:22:58.000+0000,005OH00000BGf2TYAT,2025-12-05T14:22:58.000+0000,(519)245-0020,,tara@tru-ii.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFf70YAC,False,,24304094,003G000001Nru1LIAR,0010A000002wSadQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"***** DDS***** 12/05/2025
User called as they needed assistance with workspace registration, DDS authenticated and assisted user with their repnet registration. Then advised user to wait for 24-48 hours before starting workspace registration.

Ref::: KB0021888


******EMAIL CHAIN*****

Hello Darin, 

          It was a pleasure assisting you with registering for your user id today.

     Next step would be to wait 24-48 hours before initiating registration for workspace. Below are the instructions for workspace registration. 

     You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password: 
 
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   If needed.
 
 
 
 
•	 
1.	Click on Next to navigate to the next page 

o	Read and accept the Terms of use
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
1.	Verify the email by clicking Verify Now 

o	Your account will be activated once the email is verified
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/.

You will also be prompted to set up MFA. Please if you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T15:05:54.000+0000,False,False,005OH00000BFQFHYA5,2025-12-05T14:43:04.000+0000,005OH00000BFQFHYA5,2025-12-05T15:05:54.000+0000,005OH00000BFQFHYA5,2025-12-05T15:05:54.000+0000,(705)728-2070,(705) 791-4006,darin@calowbenefits.com,(705)812-3843,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFfACYA0,False,,24304640,0030A0000029We4QAE,0010A000002vwL2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T14:55:02.000+0000,False,False,005OH000003ds0PYAQ,2025-12-05T14:55:02.000+0000,005OH000003ds0PYAQ,2025-12-05T14:55:03.000+0000,005OH000003ds0PYAQ,2025-12-05T14:55:03.000+0000,(905)723-7277X1,4166883677,tony@geracifinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFh0mYAC,False,,24308502,0030A0000029YvKQAU,0010A000002vyHIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:03:05.000+0000,False,False,005OH000004oiYEYAY,2025-12-05T16:03:05.000+0000,005OH000004oiYEYAY,2025-12-05T16:03:06.000+0000,005OH000004oiYEYAY,2025-12-05T16:03:06.000+0000,(226)377-3122,,tim@timearleyfinancial.com,(519)488-0616,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFhiKYAS,False,,24306646,003OH00000M98TLYAZ,001OH00000Quw4gYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Workspace Registration,Medium,"KB0023476 - Assisted the advisor in registering to workspace

Hi Lori,

Thank you for calling the workspace support in registering to workspace.

We have guided you the process by making sure that you set your multi-factor authenticator/MFA and we can confirm that you have access to workspace this time.

We appreciate your time calling us today and thank you for your patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T15:46:08.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T15:32:22.000+0000,005OH00000BFPZHYA5,2025-12-05T15:59:45.000+0000,005OH00000BFPZHYA5,2025-12-05T15:59:45.000+0000,(604)740-2370,,loriannmargaretpratt@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFi6RYAS,False,,24304413,003OH00000M95gfYAB,001OH00000QuuxNYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA setup,Medium,"***DDS*** 12/05/25
Name: TAMMY LYNN DANCY 
Phone: 
Agent code: P1884
Reference: KB0023463

Hello Tammy,

Thank you for contacting the Workspace support group Workspace access/MFA setup 

From the logon history I see that you have tried to setup MFA but is not successful.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: TAMMY DANCY <TDANCY@PRIMERICA.COM> 
Sent: December 4, 2025 10:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Login Issues P1884

Hello there. I registered for my online access today on workspace. I am trying to login and instead of a verification code, I get an email saying that I logged in to an unverified network and I am not receiving a verification code. Please advise. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello there.

I registered for my online access today on workspace. I am trying to login and instead of a verification code, I get an email saying that I logged in to an unverified network and I am not receiving a verification code.

Please advise.
Thank you,
Tammy

-- 
https://calendly.com/tammydancy
https://livemore.net/dancy

Tammy Dancy
Branch Manager
 
#6 201 2nd Street West
Meadow Lake, SK   S9X 1C8

Cell:  306.236.8716.
Fax:  1.613.704.2892
Hello Tammy,

Thank you for contacting the Workspace support group Workspace access/MFA setup 

From the logon history I see that you have tried to setup MFA but are not successful.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: TAMMY DANCY <TDANCY@PRIMERICA.COM> 
Sent: December 4, 2025 10:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Login Issues P1884

Hello there. I registered for my online access today on workspace. I am trying to login and instead of a verification code, I get an email saying that I logged in to an unverified network and I am not receiving a verification code. Please advise. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello there.

I registered for my online access today on workspace. I am trying to login and instead of a verification code, I get an email saying that I logged in to an unverified network and I am not receiving a verification code.

Please advise.
Thank you,
Tammy

-- 
https://calendly.com/tammydancy
https://livemore.net/dancy

Tammy Dancy
Branch Manager
 
#6 201 2nd Street West
Meadow Lake, SK   S9X 1C8

Cell:  306.236.8716.
Fax:  1.613.704.2892",True,2025-12-05T14:49:50.000+0000,False,False,005OH00000BGeeHYAT,2025-12-05T14:49:50.000+0000,005OH00000BGeeHYAT,2025-12-05T16:36:19.000+0000,005OH00000BGeeHYAT,2025-12-05T16:36:19.000+0000,(306)236-8716,,tdancy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFijAYAS,False,,24305541,003OH00000M95gfYAB,001OH00000QuuxNYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - #primerica,Medium,"*** DDS Dec 5th, 2025 ***
User cannot access account. Registration done yesterday but active + not activated indicated on SF. Escalated to L2 to get this tech issue resolved.
================
Good morning Tammy,

It was a pleasure speaking with you today to help you access your Workspace account.

Your account has been registered however during our call I noticed its settings indicated it as “active” as well as the activation status indicating “not activated”. I have escalated this issue with our Level 2 support team that will follow up with you as soon as this issue is resolved within the next few business days.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T15:23:22.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T15:12:10.000+0000,005OH00000AbJ7aYAF,2025-12-05T15:40:00.000+0000,005OH000002iN7pYAE,2025-12-05T15:40:00.000+0000,(306)236-8716,,tdancy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFirHYAS,False,,24305744,0030A0000029muJQAQ,0010A000002w9q1QAA,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000001t1uPAAQ,2025-12-05T15:16:35.000+0000,0055o000001t1uPAAQ,2026-02-05T21:23:12.000+0000,0055o000001t1uPAAQ,2026-02-05T21:23:12.000+0000,(416)417-9008,(416) 417-9008,isaloins@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFjYoYAK,False,,24305396,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration - INC1928401,Medium,"*** DDS 09DEC2025 ***
registration complete, getting ERRW1281 and selecting 'other' from association choice, advised to select ADSL and call us if they have further issues

*** DDS 05DEC2025 ***
correction complete, advised user
*** DDS 05DEC2025 *** INC1928401 submitted for TAM correction

JAKE CURLEY (F5376)
Kristian Curley (user)
User is trying to register for workspace but the producer code is not working
ISAM shows that user is the advisor rather than support staff
Transferred to Jennifer on L@

-----------------------EMAIL:
Hello Kristian,

Thank you for following up. It does look like your account registration has been completed, which is great. Please make sure you are selecting ‘Advisor Solutions’ from the association drop down on the login page. If you continue to experience any login issues, please give our team a call at the number below so we can assist you further. Please let me know if you have any other questions.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Kristian Curley <kristian@leckcurley.ca> 
Sent: December 9, 2025 9:38 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace account registration - INC1928401/C24305396

Hello again, Thanks for the update! I’ve tried to complete the process and I think I’ve completed everything but I have this error message when I tried to do the final step. Please see attached the error message. Kristian Curley Licensed Assistant
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello again,

Thanks for the update! 

I’ve tried to complete the process and I think I’ve completed everything but I have this error message when I tried to do the final step. Please see attached the error message.

 	Kristian Curley
Licensed Assistant
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343
Fax: 902-755-5812  

Email is not secure. To securely send me an encrypted file or message please click here  

Hello Kristian,

We have heard back from our Digital Hub team and the correction to your User ID has been completed. You should be able to move forward with your Workspace account registration, and you will not be prompted to enter an agent code. If you run into any further issues with the registration process, please let me know or give the team a call at the number below and we would be happy to assist. Please let me know if you have any further questions.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Kristian,

Thank you for contacting Workspace Support today regarding your Advisor Solutions Workspace account registration. It was a pleasure speaking with you today! As we discussed, I have escalated a ticket to our Digital Hub team to have your security groups corrected and we will follow up with you as soon as we hear back from the team that the issue has been resolved and that you are able to move forward with your account registration.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T19:53:16.000+0000,False,False,005OH000006wv2TYAQ,2025-12-05T15:09:03.000+0000,005OH00000BGf2TYAT,2025-12-09T15:26:19.000+0000,005OH000006wv2TYAQ,2025-12-09T15:26:19.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFkmeYAC,False,,24306418,0030A0000029hjUQAQ,0010A000002w5ZBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advice Canada,Medium,"SHAWN S FLANNIGAN
user is having trouble linking their MGA and ADSL accounts to advice Canada
We found that they do not yet have an MGA account so they need to create one to link it to Advice Canada. advised user to contact distribution methodology for info needed to register for their MGA account.

Email:
----------
Hello Shawn,

Thank you for contacting Workspace Support about connecting your accounts through Advice Canada.

On the call today, I connected to your computer through a LogMeIn session to troubleshoot. On the call, we determined that you have not yet registered for an MGA account which is why you cannot link that account yet. As mentioned on the call, to get the details needed for your registration such as the activation code, please contact Distribution_Methodology@canadalife.com.

Once you register for your User ID, please allow 24-48 hours before registering for Workspace. If you need assistance with your MGA Workspace registration, please contact us again.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T15:44:18.000+0000,False,False,005OH00000BGf2TYAT,2025-12-05T15:28:38.000+0000,005OH00000BGf2TYAT,2025-12-05T15:44:18.000+0000,005OH00000BGf2TYAT,2025-12-05T15:44:18.000+0000,(705)292-7358,,shawn@flanniganfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFllrYAC,False,,24306242,0035o000007WVEfAAO,0015o000008CzxAAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ADSL workspace registration,Medium,"*****DDS***** 12/05/2025
User needed help with registration as they were getting 2302. Did a log me in session and verified user just completed Repnet registration. Advised user to wait 24-48 hours before completing workspace registration. 


*****email chain****

Hello Jiaqi,

     It was a pleasure assisting you today,     

    Next step would be to wait 24-48 hours before initiating registration for workspace. Below are the instructions for workspace registration. 

     You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password: 
 
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   If needed.
 
 
 
 
•	 
1.	Click on Next to navigate to the next page 

o	Read and accept the Terms of use
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
1.	Verify the email by clicking Verify Now 

o	Your account will be activated once the email is verified
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/.

You will also be prompted to set up MFA. Please if you have any questions, please don’t hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

 The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T15:42:57.000+0000,False,False,005OH00000BFQFHYA5,2025-12-05T15:25:23.000+0000,005OH00000BFQFHYA5,2025-12-05T15:42:57.000+0000,005OH00000BFQFHYA5,2025-12-05T15:42:57.000+0000,(613)722-7626X233,,dlamoureux@halpenny.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFmMzYAK,False,,24304369,0030A0000029VPPQA2,0010A000002vvJxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reconnect Authenticator,Medium,"•	Reason for call: Reconnect authenticator
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Reconnect on SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication
=========================
Bonjour Jean,

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à reconnecter votre application d'authentification.

Votre avis compte. Faites-nous savoir ce que vous avez pensé du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T14:57:02.000+0000,False,False,005OH00000BFQFGYA5,2025-12-05T14:48:50.000+0000,005OH00000BFQFGYA5,2025-12-05T14:59:46.000+0000,005OH00000BFQFGYA5,2025-12-05T14:59:46.000+0000,(514)952-8344,514-952-8344,jean@jeanvachon.com,(833)330-2608,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFnJ5YAK,False,,24309732,0030A0000029UxOQAU,0010A000002vv08QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:21:52.000+0000,False,False,005G0000002gyDJIAY,2025-12-05T16:21:52.000+0000,005G0000002gyDJIAY,2025-12-05T16:21:52.000+0000,005G0000002gyDJIAY,2025-12-05T16:21:52.000+0000,(204)729-5267,,gwroberts@mts.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFojhYAC,False,,24303365,003G0000018f6bYIAQ,0010A000002wOYqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 5th, 2025 ***
User could not access Workspace as userID was locked. Authenticated with rotation 2, set temp password, then helped user reset password. KB0020858  followed
===============
Good morning Paul,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call, I set a temporary UserID password and helped you reset it and in the end you successfully accessed your Workspace account as well as Product Illustrations.

I’m glad I was able to assist you today accessing your account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-05T14:45:00.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T14:25:36.000+0000,005OH00000AbJ7aYAF,2025-12-05T14:45:00.000+0000,005OH00000AbJ7aYAF,2025-12-05T14:45:00.000+0000,(905)401-5784,(905) 401-5784,paulallan@awig.ca,(289)362-2047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFortYAC,False,,24307290,003G000001F4Ud9IAF,0010A000002wS4nQAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Registered for Workspace,Medium,"***2025/12/05***
 
 
==================================================================================
 
User's Name: Anna McMullen
Email: btwm@raymondjames.ca
Code: C2332
KBA: 
Verification: General Question
 Support staff called in as she registered for Workspace 10mins prior to calling in. She was advised to wait 48 hours and wait for an email for Distribution Methodology 
==================================================================================
 
***Email Chain***
Hi Anna,

Thank you for contacting Canada Life Workspace Support regarding your registration issue. This is an email to summarize our time together on the call.

Anna called in as she registered for Workspace 10mins prior to calling in. She was advised to wait 48 hours and wait for an email for Distribution Methodology to proceed. That will give her the User name, and activation code and then she can proceed to the next steps of Workspace registration.

Thanks for calling in Anna, and have a great day!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  

Warm Regards, 

T.J. Z.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",False,,False,False,005OH00000BFPZIYA5,2025-12-05T15:43:38.000+0000,005OH00000BFPZIYA5,2025-12-12T21:32:55.000+0000,005OH00000BFPZIYA5,2025-12-12T21:32:55.000+0000,(416) 777-6386,(416) 777-7080,dbt@raymondjames.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFpStYAK,False,,24306084,0035o000006PvgoAAC,0015o000006vKJgAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA update,Medium,"User changed their email change, and wants to update their MFA since they deleted the old one. 
KB0020738 - authenticated- rotation 2 - called back user to set up Salesforce authenticator 

Email: sharontario.he@gmail.com 
Code: E2891

*************************************************************************
Good morning, Sharon

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Salesforce Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T15:34:20.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T15:22:31.000+0000,005OH00000BG5v4YAD,2025-12-05T15:34:21.000+0000,005OH00000BG5v4YAD,2025-12-05T15:34:21.000+0000,(647)938-1166,,sharontario.he@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFqP0YAK,False,,24307715,0030A000006YfV0QAK,0010A000007Jv1dQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T15:50:33.000+0000,False,False,0050A000000Hq5PQAS,2025-12-05T15:50:33.000+0000,0050A000000Hq5PQAS,2025-12-05T15:50:33.000+0000,0050A000000Hq5PQAS,2025-12-05T15:50:33.000+0000,(416)475-5926,(416) 475-5926,joe@filicefinancial.com,(416)475-5926,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFqiIYAS,False,,24303722,003G0000018f6rWIAQ,0010A000002wOtGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-12-05T14:35:41.000+0000,False,False,005OH000006uYruYAE,2025-12-05T14:34:07.000+0000,005OH000006uYruYAE,2025-12-05T15:53:59.000+0000,005OH000006uYruYAE,2025-12-05T15:53:59.000+0000,(306)993-1828,(306) 533-8876,steven@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFqrxYAC,False,,24303696,003G0000018f6wHIAQ,0010A000002wOy9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T14:33:29.000+0000,False,False,005G0000002gxxjIAA,2025-12-05T14:33:29.000+0000,005G0000002gxxjIAA,2025-12-05T14:33:30.000+0000,005G0000002gxxjIAA,2025-12-05T14:33:30.000+0000,(438)781-2742,(514) 816-9086,nick.antonelli@ariafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFrHnYAK,False,,24306825,003G0000018f6znIAA,0010A000002wP2RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T15:35:33.000+0000,False,False,0050A000000WjqvQAC,2025-12-05T15:35:33.000+0000,0050A000000WjqvQAC,2025-12-05T15:35:33.000+0000,0050A000000WjqvQAC,2025-12-05T15:35:33.000+0000,(613)902-7100,(613) 849-7041,bob@btfinancial.ca,(613)701-9725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFrfxYAC,False,,24303793,003OH00000DKm95YAD,001OH00000GqxIxYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't sign into Workspace,Medium,"Caller Name: Joanne Lester
Advisor or support staff: Advisor 
Advisor Code: H8455 MGA
Advisor Name: Joanne Lester	
Phone: 
Email: joanne.lester@ipcc.ca		
Siebel verification: partial as per authentication kb
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: partial/ can't recall the last time she logged in to Workspace. **HARD STOP**
Issue: tried to re-set the password, needs to authenticate, entered the code, doesn't work. ERR-W1282


FINDINGS: Not locked. Using Microsoft Authenticator. 
She can't recall last login to workspace, called Assist spoke to Jennifer we checked last logins. Jennifer found she had a ticket in October to SD so she should have phone logs/records of calling us.
says if she can't give something in Oct as per SF, we can't assist and she can try to contact her MGA. 
we may have to proceed KB0020738 kb but she has to authenticate. 
**HARD STOP** AS PER AUTHENTICATION/KB/DEC ROTATION 2 QUESTIONS.


https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000004SoviYAC%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000DLp8DYAT%26cntc%3D003OH00000DLp8DYAT%26id%3D005OH000004SoviYAC

RESOLUTION: she disconnected the call. sent follow up email advising she must authenticate.

--------------------------------------***DDS  12/05/2025***--------------------------Hello Joanne,

Thank you for contacting Workspace Support regarding not being able to authenticate to access Workspace.

As discussed, each time you enter the code from your mobile authenticator app, its not being accepted.

It was determined you’re using Microsoft Authenticator to authenticate and as you noted the app is upto date but its missing the Workspace profile on the app and you have not made any changes it or changed phones. 

I’m sorry the call was disconnected.

Please note we will need to authenticate you and will need to know the last login to workspace, please check your records/phone records to see when you last contacted us, it may coincide with your last login to Workspace. 

Once you have this information, please give us a call to authenticate and we can then proceed with helping you remove the authenticator app that isn’t working on your phone and setting up again, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T15:05:56.000+0000,False,False,005OH00000AUS7aYAH,2025-12-05T14:35:37.000+0000,005OH00000AUS7aYAH,2025-12-05T15:08:02.000+0000,005OH00000AUS7aYAH,2025-12-05T15:08:02.000+0000,(709)579-2056XExt210,,joanne.lester@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFsH5YAK,False,,24304140,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Is Shawn Flannigan. a registered user,Medium,"***DDS*** 12/05/25
Name: Shawn Flannigan  
Phone: 
Agent code: 
Reference: more info needed

Hello Mackenzie,

Thank you for contacting the Workspace support group regarding Shawn Flannigan.

Can you please confirm Shawn’s Advisor code so we can confirm in the system. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 3, 2025 1:45 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Shawn Flannigan

Hi There, 

Can you confirm if Shawn is a registered user?

Thanks, 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433",True,2025-12-05T14:44:10.000+0000,False,False,005OH00000BGeeHYAT,2025-12-05T14:44:10.000+0000,005OH00000BGeeHYAT,2025-12-05T14:45:38.000+0000,005OH00000BGeeHYAT,2025-12-05T14:45:38.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFsHAYA0,False,,24306106,0030A0000029dE8QAI,0010A000002w1nDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Canada Life - Cdn Fixed Income Balanced fund code,Medium,"***DDS*** 12/05/25
Name: John Klotz 
Phone: 
Agent code: 
Reference: probing questions

Hello John, 

Thank you for contacting the Workspace support group regarding Workspace.

I can see that you were able to successfully log into your MGA Workspace yesterday.   

Please advise if you are still having difficulties?

Is there a specific policy that you are not seeing?  If so please take a screen shot of how you are seching in Workspace.

Please also confirm your advisor code so we can confirm you have access to specific policies.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: John Klotz <John@northwoodfinancial.ca> 
Sent: December 3, 2025 2:15 PM
To: Cronin, Alan <Alan.Cronin@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: 24306106 - [EXT] RE: Canada Life - Cdn Fixed Income Balanced fund code

HI Alan Thanks for the prompt reply. Yes – if your folks at workspace could help me, that would be great. Paul Tsouronis sent me a statement. But I would like to be able to login and see for myself. Thanks, =jk= PS. Are You Ready to Retire?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
HI Alan
Thanks for the prompt reply.
Yes – if your folks at workspace could help me, that would be great.
Paul Tsouronis sent me  a statement.
But I would like to be able to login and see for myself.
Thanks,


=jk=

PS.  Are You Ready to Retire?  Click Here
John Klotz
P.   416-783-PLAN (7526) x 1

To Watch our client focused email about Team Northwood Financial, Click Here




From: Cronin, Alan <Alan.Cronin@canadalife.com> 
Sent: Wednesday, December 3, 2025 2:06 PM
To: John Klotz <John@northwoodfinancial.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: Canada Life - Cdn Fixed Income Balanced fund code

Hi John,

It is available - I've included the workspace support group email here who can help you out.

Hello Workspace please see John's request below - he needs access ASAP

Thank you,

Alan

Alan Cronin, CIM
Regional Sales Manager - Wealth Management 
Canada Life
t: (416) 756 - 8673
e: alan.cronin@canadalife.com
________________________________________
From: John Klotz <John@northwoodfinancial.ca>
Sent: Wednesday, December 3, 2025 1:43:10 PM
To: Cronin, Alan <Alan.Cronin@canadalife.com>
Subject: [EXT] RE: Canada Life - Cdn Fixed Income Balanced fund code 
 
Hi Alan Thanks for your prompt reply. It seems my Workstation does not include investments? It’s only for insurance. Not sure how to add it to the workstation site? Any suggestions would be helpfu I am having a phone call with our mutual
Hi Alan
Thanks for your prompt reply.
It seems my Workstation does not include investments?
It’s only for insurance.
Not sure how to add it to the workstation site?
Any suggestions would be helpfu
I am having a phone call with our mutual client, Choi Ping Lok, tomorrow.
Wanted to know if the investments have been moved from RBC yet to Canada Life?
Thanks,
 
 
=jk=
 
PS.  Are You Ready to Retire?  Click Here
John Klotz
P.   416-783-PLAN (7526) x 1
 
To Watch our client focused email about Team Northwood Financial, Click Here
 
 
 
 
From: Cronin, Alan <Alan.Cronin@canadalife.com> 
Sent: Wednesday, December 3, 2025 1:09 PM
To: John Klotz <John@northwoodfinancial.ca>
Subject: RE: Canada Life - Cdn Fixed Income Balanced fund code
 
Hi John,
 
It is on Workspace – are you able to login?
 
Thank you,

Alan
 
From: John Klotz <John@northwoodfinancial.ca> 
Sent: December 3, 2025 12:37 PM
To: Cronin, Alan <Alan.Cronin@canadalife.com>
Subject: [EXT] RE: Canada Life - Cdn Fixed Income Balanced fund code
 
Hi Alan Was curious what website I view to see my Canada Life clients investments? It’s not on workstation? Please advise. Thanks, =jk= PS. Are You Ready to Retire? Click Here John Klotz P. 416-783-PLAN (7526) x 1 To Watch our client focused
 
Hi Alan
Was curious what website I view to see my Canada Life clients investments?
It’s not on workstation?
Please advise.
Thanks,
 
 
=jk=
 
PS.  Are You Ready to Retire?  Click Here
John Klotz
P.   416-783-PLAN (7526) x 1
 
To Watch our client focused email about Team Northwood Financial, Click Here
 
 
 
 
From: Cronin, Alan <Alan.Cronin@canadalife.com> 
Sent: Thursday, November 20, 2025 3:54 PM
To: John Klotz <John@northwoodfinancial.ca>
Subject: Canada Life - Cdn Fixed Income Balanced fund code
 
Hi John,

Nice speaking with you.

As promised, here is the fund code:
 
Fund code
Estate Protection — CLGF121E
Canada Life : CAN Canadian Fixed Income Balanced 75/100
 
Thanks for your business – it’s appreciated.

Alan 
 
 
Your Canada Life Wealth Sales Team
 
Alan Cronin, CIM 
Regional Sales Manager 
t: 416-756-8673",True,2025-12-05T15:22:52.000+0000,False,False,005OH00000BGeeHYAT,2025-12-05T15:22:52.000+0000,005OH00000BGeeHYAT,2025-12-05T16:35:28.000+0000,005OH00000BGeeHYAT,2025-12-05T16:35:28.000+0000,(416)783-7526,,john@northwoodfinancial.ca,(416)987-6022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFtg9YAC,False,,24304050,0030A0000029mHmQAI,0010A000002w9HPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected caller- Policy related question,Medium,Caller has been informed to contact client services to get policy summary.,True,2025-12-05T15:01:57.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T14:41:47.000+0000,005OH00000BFiyTYAT,2025-12-05T15:01:57.000+0000,005OH00000BFiyTYAT,2025-12-05T15:01:57.000+0000,(416)777-7080,(416) 627-6003,dbt@caldwellsecurities.com,(416)862-2498,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFu1FYAS,False,,24307414,0030A0000029eTgQAI,0010A000002w2owQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup,Medium,"ROBERT R KENT	 
Advisor needed help for disconnecting and setting up new authenticator. After authentication, help them to disconnect and setup new one.

Hello Robert,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, you needed help for disconnecting the authenticator and setup new one. After authentication, I called you back on the phone number we have on file and then disconnected the authenticator. Then I help you to setup google authenticator on your phone and you were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T15:56:12.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T15:45:55.000+0000,005OH00000BFiyTYAT,2025-12-05T15:56:12.000+0000,005OH00000BFiyTYAT,2025-12-05T15:56:12.000+0000,(709)682-4961,,bkent@nf.sympatico.ca,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFuneYAC,False,,24308706,003OH00000XwaL9YAJ,001OH00000gUuS6YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1510,Medium,"***DDS 2025-12-05***
User was trying to register for Workspace and got ERR-W1510.
DDS noticed that User ID was created today and advised user to wait 48 hours before proceeding with registration.
 
================================================================================
****Email Chain**
Hello Andrea,

It was a pleasure speaking with you earlier regarding your Workspace registration. As discussed, please wait 48 hours after creating your User ID before proceeding with your Workspace registration, as our systems require some time to update before allowing you to register for Workspace.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T16:12:11.000+0000,False,False,005OH00000AX0rVYAT,2025-12-05T16:06:13.000+0000,005OH00000AX0rVYAT,2025-12-05T16:12:11.000+0000,005OH00000AX0rVYAT,2025-12-05T16:12:11.000+0000,(365)833-9659,,andrea.jelic@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFvekYAC,False,,24306235,0030A0000029fCyQAI,0010A000002w3QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T15:25:11.000+0000,False,False,005OH0000084GETYA2,2025-12-05T15:25:11.000+0000,005OH0000084GETYA2,2025-12-05T15:25:11.000+0000,005OH0000084GETYA2,2025-12-05T15:25:11.000+0000,(289)244-5883,,mariasaputo@saputofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFvelYAC,False,,24306307,0030A00000CUpbQQAT,0010A00000D5kMvQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password to Workspace doesn't work,Medium,"Caller Name: Tara Downey
Advisor or support staff: Advisor 
Advisor Code: LL21487. W6367. D6051
Advisor Name: Tara Downey	
Phone: 
Email: tara@tru-ii.com		
Siebel verification: partial as per auth kb.
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: partial she can't recall the last login to workspace ***HARD STOP*** BUT*** CONFIRMED WITH ASSIST DESK JONATHAN VERIFIED ADVISOR SOLUTIONS INFO.
Issue: trying to link the advice canada to MGA Workspace. ERR-W1282 when she tried to access workspace direct

FINDINGS: ERR-W1282, KB0020561  authenticated using KB0021888. she can't recall the last login to workspace at all, tried probing no luck. 
she gave last login for the advisor solutions workspace which is today.

couldn't do logmein /offered it.

MGA
no mfa setup.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oieNAAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H6J3AAK%26cntc%3D0035o000004H6J3AAK%26id%3D0055o000001oieNAAQ

ADVISOR SOLUTION:
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001sZaqQAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A00000CULhVQAX%26cntc%3D0030A00000CULhVQAX%26id%3D0050A000001sZaqQAE

RESOLUTION:  
Advised her as we're unable to authenticate, Called assist desk jonathan to check if we can possibly use the ADSL info for authentication. Jonathan confirmed I can use thsi. 
unlocked the MGA profile, had her re-set her password, she was able to re-set the password, tried to sign in but now getting ERR-W1283, MGA profile isn't locked, double checked it again.

i see she has now locked herself out of the Advisor solutions workspace so she def was choosing the wrong association and she was in a rush. (didn't mention this to her)

She had to go into a meeting. Advised her to clear the cookies/cache and try again to avoid getting locked out. says she will try and if needed she will need to call back to authenticate again.
--------------------------------------***DDS  12/05/2025***--------------------------
Hello Tara, 

Thank you for contacting Workspace Support today regarding not being able to link your MGA Workspace to Advice Canada. 

When attempting to login to Workspace directly you were receiving ERR-W1282.

We found your profile was locked and completed verification and unlocked your account, I then had you click the forgot password.

You were able to re-set the password, however on sign in again, you received ERR-W1283 which indicated the account is locked however it was not locked. 

As you had to head into a meeting you noted you will try again later and if any issues, you will need to call us to first authenticate/unlock if needed.

Please try to clear your cookies/cache and sign in again, ensure you’re using the newly created password and choosing the correct MGA association, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T16:07:07.000+0000,False,False,005OH00000AUS7aYAH,2025-12-05T15:26:26.000+0000,005OH00000AUS7aYAH,2025-12-05T16:10:14.000+0000,005OH00000AUS7aYAH,2025-12-05T16:10:14.000+0000,(519)245-0020,,tara@tru-ii.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFxyJYAS,False,,24309497,003OH00000XXA7KYAX,001OH00000fjWPYYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"***DDS 2025-12-05***
User wanted to complete registration for Workspace, inquired about TPA and wanted information for a form submission.
DDS advised user to wait 48 hours after creating User ID, advised user to send complete TPA form to DM and transferred user to CSC for the form submission question.
 
================================================================================
****Email Chain**
Bonjour Stefany,

Merci pour votre appel concernant votre inscription à l’Espace Affaires et votre accès aux autres codes. 

Comme nous en avons discuté, vous pouvez compléter votre inscription à l’Espace Affaires dans 48 heures car nos systèmes ont besoin du temps pour mettre à jour votre information. Nous avons inclus Distribution Methodology dans ce courriel pour vous donner votre nom d’utilisateur car vous l’avez oublié. Deuxièmement, envoyez le formulaire complété d’accès à titre de tiers à Distribution_Methodology@canadalife.com et ils vous donneront accès aux codes de votre boss. 

@Distribution Methodology Pouvez-vous donner Stefany Paradis son nom d’utilisateur pour le code H8726?

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T16:33:21.000+0000,False,False,005OH00000AX0rVYAT,2025-12-05T16:18:11.000+0000,005OH00000AX0rVYAT,2025-12-05T16:36:30.000+0000,005OH00000AX0rVYAT,2025-12-05T16:36:30.000+0000,(438)501-9821,,stefany444@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFy3CYAS,False,,24306504,0030A0000029i0JQAQ,0010A000002w5msQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disability quote inquiry,Medium,"*** DDS Dec 5th, 2025 ***
User has a question on how to do a disability quote. Referred to RSA.
=================
Good morning Rene,

It was a pleasure speaking with you today about a disability insurance quote.

For those questions about those processes more than technical issues, I would suggest that you contact your RSA, Salma Yarow, at salma.yarow@canadalife.com.

She will have more information about this than us. Thank you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T15:40:34.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T15:30:00.000+0000,005OH00000AbJ7aYAF,2025-12-05T15:40:34.000+0000,005OH00000AbJ7aYAF,2025-12-05T15:40:34.000+0000,(905)525-7259,,rpapin@danlawrie.com,(905)521-7989,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFyO7YAK,False,,24307587,0030A0000029mxqQAA,0010A000002w9szQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect and Workspace Email change,Medium,"***DDS 2025-12-05***
User switched email addresses and needed to disconnect Authenticator and email address.
DDS authenticated user and changed email address and assisted with disconnecting and reconnecting Authenticator.
 
================================================================================
****Email Chain**
Hello Tadi,

It was a pleasure speaking to you earlier regarding your Workspace Authenticator and email address change. We’re happy we were able to assist you with these requests after authenticating you.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T16:01:56.000+0000,False,False,005OH00000AX0rVYAT,2025-12-05T15:48:38.000+0000,005OH00000AX0rVYAT,2025-12-05T16:01:56.000+0000,005OH00000AX0rVYAT,2025-12-05T16:01:56.000+0000,(204)984-9940,,lsawyer@esf.ca,(204)984-9949,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hFzaPYAS,False,,24309796,0030A0000029hjUQAQ,0010A000002w5ZBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Shawn Flannigan
note: I already spoke to Shawn on the phone previously (case 24306418)
contacting about access to workspace
advised user to contact distribution methodology for info needed to register for user id before they can access workspace registration.

Email:
----------
Hello Shawn,

I believe we spoke on the phone today. This email was forwarded to us before our conversation, but I just wanted to confirm that I was able to provide clarification on how you would get access to your MGA Workspace account.

As mentioned on the call, please contact Distribution_Methodology@canadalife.com for all information needed to register for your User ID such as your activation code. Once you register for your User ID, please allow 24-48 hours before registering for Workspace. 

Please do not hesitate to contact us again if you need assistance with your Workspace registration after the wait period.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 4, 2025 12:20 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [Request ID :##RE-171137##] : WS re Financial Horizons

See below

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Shawn Flannigan <shawn@otfs.ca> 
Sent: December 3, 2025 4:42 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] FW: [Request ID :##RE-171137##] : WS re Financial Horizons

Hi I sent error message below to access @ FH. Thanks Shawn Flannigan Shawn Flannigan Financial Advisor, On Track Financial Strategies Cell: (705)-760-2315 | Home Office: (705)-292-7358 | www. otfs. ca | shawn@ otfs. ca 326 Bernard Ave Ennismoe Ontario
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi I sent error message below to access @ FH. Thanks 


 
Shawn Flannigan



 	Shawn Flannigan 
Financial Advisor, On Track Financial Strategies 
Cell:(705)-760-2315  |  Home Office:(705)-292-7358  |  www.otfs.ca  | shawn@otfs.ca

326 Bernard Ave Ennismoe Ontario K0L1T0




 


Message only 705-745-1324 ext 4229

shawn@otfs.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

From: Shawn Flannigan 
Sent: December 3, 2025 4:41 PM
To: 'Access' <Access@Financialhorizons.com>
Subject: RE: [Request ID :##RE-171137##] : WS re Financial Horizons

 
Connect your Workspace account to Advice Canada
Log in to Workspace to start the account linking process
 
Incorrect combination of email, password and association.
If this is the correct email address, we will lock your account after too many failed sign-in attempts.
Error: ERR-W1982
Email address
Password


Hello the system will not let me connect to WS   MGA. I tried to connect and got the above. I can log into WS then go to Advice Canada but when I try to connect to WS MGA I get error message above. What do I do now. Thanks 


 
Shawn Flannigan



 	Shawn Flannigan 
Financial Advisor, On Track Financial Strategies 
Cell:(705)-760-2315  |  Home Office:(705)-292-7358  |  www.otfs.ca  | shawn@otfs.ca

326 Bernard Ave Ennismoe Ontario K0L1T0




 


Message only 705-745-1324 ext 4229

shawn@otfs.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-05T16:22:41.000+0000,False,False,005OH00000BGf2TYAT,2025-12-05T16:22:41.000+0000,005OH00000BGf2TYAT,2025-12-05T16:24:48.000+0000,005OH00000BGf2TYAT,2025-12-05T16:24:48.000+0000,(705)292-7358,,shawn@flanniganfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG04xYAC,False,,24308751,0030A0000029XUgQAM,001OH00000XKhHHYA1,,,,,,,012G00000012AYWIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 5 2025

Bonjour Isabelle,

Nous vous informons que, après vérification, notre équipe n’a trouvé aucune liste dans nos dossiers correspondant aux codes que vous avez mentionnés. 

Merci et bonne journée! 

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊  Wealth support (swoogo.com) 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des


From: Langlois, Isabelle <Isabelle.Langlois@financierehorizons.ca> 
Sent: December 1, 2025 7:59 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: En vigueur Caroline Morin

Bonjour,

J’espère que voua allez bien !

J’aimerais recevoir l’en vigueur de la conseillère en objet :

 Canada Vie Assurance Vie :H6437 et Canada Vie Placement : 316215466

Merci et bonne journée !
Prendre note que mon numéro de téléphone direct est le : 438 793-8784
	
	
	

 


	Isabelle Langlois
Spécialiste en vigueur, affaire en vigueur
Financière Horizons
T : 438.793.8784 | TSF : 1 888.353.2410 
	Visitez financierehorizons.com | LinkedIn | Facebook | X

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite

Les Opérations vous souhaite des Joyeuses Fêtes !
Nos bureaux sont fermés le 24 décembre à partir de midi, les 25 et 26 décembre 2025
ainsi que le 1er et 2 janvier 2026. 
Nous bureaux seront ouverts le 29-30-31 décembre avec personnel réduit.",True,2025-12-05T16:06:54.000+0000,False,False,005OH000002iN7rYAE,2025-12-05T16:06:54.000+0000,005OH000002iN7rYAE,2025-12-05T16:06:54.000+0000,005OH000002iN7rYAE,2025-12-05T16:06:54.000+0000,(514)326-4101,,isabelle.langlois@financierehorizons.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG1QuYAK,False,,24308611,0030A0000029lWsQAI,0010A000002w8gkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:04:40.000+0000,False,False,005OH000004pk06YAA,2025-12-05T16:04:40.000+0000,005OH000004pk06YAA,2025-12-05T16:04:40.000+0000,005OH000004pk06YAA,2025-12-05T16:04:40.000+0000,(416)240-9545,416-219-0222,joe@tailoredprotection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG1tqYAC,False,,24305791,0030A0000029muJQAQ,0010A000002w9q1QAA,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000001t1uPAAQ,2025-12-05T15:17:13.000+0000,0055o000001t1uPAAQ,2026-02-05T21:23:49.000+0000,0055o000001t1uPAAQ,2026-02-05T21:23:49.000+0000,(416)417-9008,(416) 417-9008,isaloins@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG1trYAC,False,,24307305,003G0000018f7F7IAI,0010A000002wPJuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1283,Medium,"User is receiving error message 1283, advised user to reset password through self guided option. 
No link came through- KB0017399 - rotation 2 - reset password for direct
User inquiring how to register for MGA account 

Email: s.heelis@bhhbenefits.com
Code: F1655
MGA Code: H8288


*************************************************************
Good morning, Scott

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace accounts!
 
I'm glad I was able to assist you with resetting your password for your direct account and registering your MGA Workspace account. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T16:01:18.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T15:43:57.000+0000,005OH00000BG5v4YAD,2025-12-05T16:07:09.000+0000,005OH00000BG5v4YAD,2025-12-05T16:07:09.000+0000,(905)688-8485,,s.heelis@bhhbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG25IYAS,False,,24308613,0030A0000029goDQAQ,0010A000002w4lyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1293 login issue,Medium,"PING CHI WILLIAM TANG
33079

Advisor is calling to get an update. They are informed that the investigation is still under process. as soon as we have update, they will receive an email.

Hello Ping,

Thank you for calling workspace support for login error ERR-W1293.

Unfortunately, our team is still investigating the issue. I have sent a follow-up email to our investigation team. As soon as they have update, you will receive an email.

If you have any questions related to policies, please call Client Services department at 1-888-724-3680. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T16:19:20.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T16:04:41.000+0000,005OH00000BFiyTYAT,2025-12-05T16:19:21.000+0000,005OH00000BFiyTYAT,2025-12-05T16:19:21.000+0000,(905)470-8222,(416) 917-3176,wpctang@hotmail.com,(905)427-8804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG2jZYAS,False,,24308572,0030A0000029lAZQAY,0010A000002w8LhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Account Access,Medium,"MICHAEL DEUITCH (70992)
user needed help accessing their workspace account.
Advised user to select the 'forgot password' option to reset their password since they were having trouble remembering it. User was able to access once they reset their password.

Email:
----------
Hello Micheal,

Thank you for contacting Workspace Support concerning your Workspace Access.

On the call today, we walked through the process of resetting your log in password so that you can get access to your account again. You were successfully able to log into your account after resetting your password. 

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T16:13:11.000+0000,False,False,005OH00000BGf2TYAT,2025-12-05T16:04:10.000+0000,005OH00000BGf2TYAT,2025-12-05T16:13:11.000+0000,005OH00000BGf2TYAT,2025-12-05T16:13:11.000+0000,(514)945-0106,,mdeuitc@gmail.com,(514)343-0199,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG2rWYAS,False,,24305591,003OH00000YIE0xYAH,001OH00000hEaB9YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0018402  - Advisor got his activation code and on the process of creating his User ID/RepNet. advised to give it 72 to 48 hours before registering to workspace.
================

Hi Conner,

Thank you for calling the workspace support about registering to workspace.

We have confirmed that you have received your activation code and have already register to create your user id/RepNet. Please give it 48 to 72 hours and try to register to workspace by then. If you need assistance, please don’t hesitate to call and we will be happy to help.

We appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T15:21:19.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T15:13:04.000+0000,005OH00000BFPZHYA5,2025-12-05T15:27:46.000+0000,005OH00000BFPZHYA5,2025-12-05T15:27:46.000+0000,(204)255-1293,,conner.quiring@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG2xzYAC,False,,24306901,003G0000018f6VgIAI,0010A000002wOSNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T15:36:47.000+0000,False,False,0050A000000WjqvQAC,2025-12-05T15:36:47.000+0000,0050A000000WjqvQAC,2025-12-05T15:36:48.000+0000,0050A000000WjqvQAC,2025-12-05T15:36:48.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG3KdYAK,False,,24307517,0030A0000029kB9QAI,0010A000002w7XeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"Advisor is in a hurry, will call back to do the MFA set process

==============

Hi Je Shin,

Thank you for calling the workspace support about an issue with your multi-factor authenticator app/MFA

Our goal is to make doing business with us as easy as possible while keeping your account secure. Resetting your multi-factor authentication provides access to all your Workspace information, so we need to confirm it’s you before proceeding.

I understand that you’re in a hurry earlier and my apologies for not able to assist you completely. Please call us back at your most convenient time so we can help you better. Thank you!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T15:54:56.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T15:47:41.000+0000,005OH00000BFPZHYA5,2025-12-05T16:35:04.000+0000,005OH00000BFPZHYA5,2025-12-05T16:35:04.000+0000,(416)230-2896,,winnieyun8@hotmail.com,(905)943-9979,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG3ijYAC,False,,24305699,003G0000018f7BrIAI,0010A000002wPFpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"DOROTHY MALONEY

Advisor was trying to access workspace support form advice canada but their screen was stuck n loading. Cleared cache and cookies and issue was resolved.

Hello Dorothy,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you were trying to access workspace account through advice Canada, but your screen was stuck on loading. You shared your screen with me, we cleared cache and cookies, and it allows you to login again. If this happens again in the future, you can follow the below steps to clear cache and cookies from Microsoft edge:

1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’

Please let me know if you have any questions. 

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T15:30:14.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T15:15:33.000+0000,005OH00000BFiyTYAT,2025-12-05T15:30:14.000+0000,005OH00000BFiyTYAT,2025-12-05T15:30:14.000+0000,(902)429-2696,(902) 830-9892,todd@nationalwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG48ZYAS,False,,24307437,0030A0000029i0JQAQ,0010A000002w5msQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quote on disability policy,Medium,"***** DDS**** 12/05/2025
User needed help with creating a quote for a disability policy, advised it can be done through workspace. Walked user through sign in and showed them how to access web illustrator through workspace. 



*****email chain*****

Hello Rene, 

    It was a pleasure assisting you today with a password reset as well as getting your MFA set up. You should be able to sign and access the illustrations going forward to be able to create a quote. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T16:38:27.000+0000,False,False,005OH00000BFQFHYA5,2025-12-05T15:46:20.000+0000,005OH00000BFQFHYA5,2025-12-05T16:38:27.000+0000,005OH00000BFQFHYA5,2025-12-05T16:38:27.000+0000,(905)525-7259,,rpapin@danlawrie.com,(905)521-7989,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG4AAYA0,False,,24306153,0030A0000029muJQAQ,0010A000002w9q1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T15:23:39.000+0000,False,False,0055o000001t1uPAAQ,2025-12-05T15:23:39.000+0000,0055o000001t1uPAAQ,2025-12-05T15:23:39.000+0000,0055o000001t1uPAAQ,2025-12-05T15:23:39.000+0000,(416)417-9008,(416) 417-9008,isaloins@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG4TWYA0,False,,24306696,0030A0000029eTgQAI,0010A000002w2owQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup,Medium,"ROBERT R KENT	 
Advisor needed help for disconnecting and setting up new authenticator. After authentication, help them to disconnect and setup new one.

Hello Robert,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, you needed help for disconnecting the authenticator and setup new one. After authentication, I called you back on the phone number we have on file and then disconnected the authenticator. Then I help you to setup google authenticator on your phone and you were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T15:55:27.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T15:33:14.000+0000,005OH00000BFiyTYAT,2025-12-05T15:55:27.000+0000,005OH00000BFiyTYAT,2025-12-05T15:55:27.000+0000,(709)682-4961,,bkent@nf.sympatico.ca,(709)782-4500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG82VYAS,False,,24307255,0030A0000029lHIQAY,0010A000002w8SVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Dec 5th, 2025 ***
User wants advisor to finish registration but is blocked. Sent steps to follow for advisor but if any issues, the advisor would need to call us. KB0017316
=================
Good morning Hailey,

Tanya reached out to us at Workspace Support to finish your registration.

Here are the steps that you can follow to finish registration:

 

 

 

If you experience any issues following these steps, call us at 1-800-475-7001 and after authenticating you, we will be able to assist to make sure you have access to your account.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T15:51:02.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T15:43:00.000+0000,005OH00000AbJ7aYAF,2025-12-05T15:54:57.000+0000,005OH00000AbJ7aYAF,2025-12-05T15:54:57.000+0000,(416)454-5142,4164519914,hayley@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hG9y3YAC,False,,24309581,0035o000005It20AAC,0015o000005rls5AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:19:43.000+0000,False,False,005OH000004pk06YAA,2025-12-05T16:19:43.000+0000,005OH000004pk06YAA,2025-12-05T16:19:43.000+0000,005OH000004pk06YAA,2025-12-05T16:19:43.000+0000,(905)707-5545,,gavin@abarquezgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGAPHYA4,False,,24308595,0030A0000029i9BQAQ,0010A000002w5uTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DSFA page not loading - Error WAO_2001,Medium,"KB0023626 - TS steps done - log out WS clear cashed and cookies, looks like it is still doing the same thing. reach out assist line. Talk to SL Jon - took over the call",True,2025-12-08T14:36:36.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T16:04:25.000+0000,005OH00000BFPZHYA5,2025-12-08T14:36:36.000+0000,005OH00000BFPZHYA5,2025-12-08T14:36:36.000+0000,(519)536-0584,,bkadvises@pm.me,(877)201-9855,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGAU7YAO,False,,24306881,0030A0000029kpdQAA,0010A000002w85CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Access to Account WS -,Medium,"•	Reason for call: Could not login to WS
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: n/a
•	Email correspondence: n/a
•	Source of triage (e.g., “As per KBA001234”): n/a 

User was able to self-diagnostic his own issue and arrive at resetting his own password. No help offered.
==============================
Hello Francesco, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access your Workspace account. 

Your voice matters! Let us know what you thought about the service provided by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T15:43:39.000+0000,False,False,005OH00000BFQFGYA5,2025-12-05T15:36:29.000+0000,005OH00000BFQFGYA5,2025-12-05T15:56:21.000+0000,005OH00000BFQFGYA5,2025-12-05T15:56:21.000+0000,(450)424-4428,,fcinvestia@outlook.com,(450)424-4356,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGBYIYA4,False,,24316880,003G0000018f6T0IAI,0010A000002wOPKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T18:10:21.000+0000,False,False,005OH00000AdAzSYAV,2025-12-05T18:10:21.000+0000,005OH00000AdAzSYAV,2025-12-05T18:10:22.000+0000,005OH00000AdAzSYAV,2025-12-05T18:10:22.000+0000,(289)230-1745,(289) 230-1745,tom.mahoney@battlefieldifs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGBdFYAW,False,,24314842,0030A00000An0utQAB,0010A00000BM9DLQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnected/reconnected Authenticator,Medium,"***DDS Dec.5/2025***
Authenticated the Advisor and disconnected her Authenticator and connected a new one. Helped her reset her password in order to gain access to Workspace. User was able to log in/ log out and log back in successfully with no issues.

*****Email*****
Hello Catherine,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding your Authenticator issues.

We’re happy we were able to assist you in disconnecting and reconnecting your Authenticator.
As a reminder, whenever you log in to your Workspace account, please open the Microsoft Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reply to this email and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T18:09:23.000+0000,False,False,005OH00000BFQFBYA5,2025-12-05T17:39:24.000+0000,005OH00000BFQFBYA5,2025-12-05T18:09:23.000+0000,005OH00000BFQFBYA5,2025-12-05T18:09:23.000+0000,(613)804-2169,,cbholmes73@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGBmnYAG,False,,24309427,0030A0000029pFhQAI,0010A000002wBkUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,inforce illustration,Medium,"Caller Name: Simon Maxwell 
Advisor or support staff: Advisor 
Advisor Code: 05885 MGA.
Advisor Name: Simon Maxwell 	
Phone: 
Email: simon@maxwellinsurance.ca		
Siebel verification: COMPLETED AS PER KB0021888
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: VERIFIED AS PER KB0021888
Issue: has a request for an inforce illustration


FINDINGS: checked his profile and it has Canada Life Illustrations. guided him to it. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001ndeiAAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HEoLAAW%26cntc%3D0035o000004HEoLAAW%26id%3D0055o000001ndeiAAA

RESOLUTION:  checked his profile and it has Canada Life Illustrations. guided him to it. sent follow up.

--------------------------------------***DDS  12/05/2025***--------------------------

Hello Simon,

Thank you for contacting Workspace Support today regarding access to Canada Life Inforce Illustration.

To recap, on our call, I guided you on how to locate this via Workspace. You were able to access and gain the information needed.

For future reference, you would click here in Workspace. From the overview page, scroll down to Other Tools and Platforms.
 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T16:36:20.000+0000,False,False,005OH00000AUS7aYAH,2025-12-05T16:17:00.000+0000,005OH00000AUS7aYAH,2025-12-05T16:36:21.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:14.000+0000,(416)238-7775,(416) 898-7210,simon@maxwellinsurance.ca,(905)426-8110,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGBy8YAG,False,,24312378,0030A0000029pIPQAY,0010A000002wBmdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:02:36.000+0000,False,False,005G0000002gxxjIAA,2025-12-05T17:02:36.000+0000,005G0000002gxxjIAA,2025-12-05T17:02:37.000+0000,005G0000002gxxjIAA,2025-12-05T17:02:37.000+0000,(450)508-2174,(514) 927-4143,pierre-luc.gauvreau@iggpp.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGCZEYA4,False,,24311169,003OH00000M95gfYAB,001OH00000QuuxNYAR,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001ZN7VQAW,2025-12-05T16:43:41.000+0000,0050A000001ZN7VQAW,2025-12-05T17:46:20.000+0000,0050A000001ZN7VQAW,2025-12-19T14:28:26.000+0000,(306)236-8716,,tdancy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001ZN7VQAW,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGECnYAO,False,,24311497,003G000001v73RaIAI,0010A000002wT3kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration,Medium,"***DDS 2025-12-05***
User was trying to register for Workspace.
DDS authenticated user and assisted user with Workspace registration and Authenticator setup.
 
================================================================================
****Email Chain**
Bonjour Antonio,

Merci pour votre appel concernant votre inscription à l’Espace Affaires. Nous sommes très heureux que nous avons pu vous aider à compléter votre inscription après d’avoir vous authentifier.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:01:14.000+0000,False,False,005OH00000AX0rVYAT,2025-12-05T16:48:55.000+0000,005OH00000AX0rVYAT,2025-12-05T17:06:05.000+0000,005OH00000AX0rVYAT,2025-12-05T17:06:05.000+0000,(514) 655-5207,,services@sfuniversel.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGEzBYAW,False,,24311890,0030A0000029msxQAA,0010A000002w9ouQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Groupnet access,Medium,"*** DDS Dec 5th, 2025 ***
Weird call about groupnet, but user solved his issue within 30 seconds.
===============
Good morning Tim,

It was a pleasure speaking with you today.

It sounded like on our call that you solved your issue quickly for logging in to your Groupnet account.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T17:00:56.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T16:54:58.000+0000,005OH00000AbJ7aYAF,2025-12-05T17:00:56.000+0000,005OH00000AbJ7aYAF,2025-12-05T17:00:56.000+0000,(780)608-7797,(780) 668-2289,tim@vantfinancial.com,(780)608-7726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGFP2YAO,False,,24312004,003G0000018f7wvIAA,0010A000002wQ36QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Account- Password reset,Medium,"User is inquiring about advisor's sign in as they are having issues logging into their account. 
Advised that the user (advisor) needs to call in so they can be authenticated to reset password if they are not getting the link to do so. 

Email: denise@parkplacefinancial.ca 

Advisor: TERRY G WINDREM 
Email: terry@parkplacefinancial.ca 

***********************************************************
Good afternoon, Denise
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace!
 
In order for use to send a link to Terry to reset his password he will need to give us a call so we can authenticate him first. I would suggest Terry clicking on reset password or Forget password. If the link is not being sent to his email, please let him know he can call us and we will be happy to assist. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:03:48.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T16:56:35.000+0000,005OH00000BG5v4YAD,2025-12-05T17:04:14.000+0000,005OH00000BG5v4YAD,2025-12-05T17:04:14.000+0000,(705) 748-5182,(705) 772-6586,terry@parkplacefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGFh4YAG,False,,24314869,0030A0000029gonQAA,0010A000002w4mTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue- exceeded allowed number of attempts for authenticator,Medium,"FRANK J LIPKA
D1124
KB0022928
Advisor was not able to pass on the verification step. They were getting error message that they have exceeded allowed number of attempts. Help them to disconnect and setup new one.
Hello Frank,

Thank you for calling workspace support. I am so happy to take your call today. 

In our today’s call, you needed assistance for workspace login. You were having issues with verification code; you shared your screen with me and then we tried to clear cache and cookies. This didn’t resolve the issue. Then after authentication, I disconnected the authenticator and setup new google authenticator. You were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:46:59.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T17:39:46.000+0000,005OH00000BFiyTYAT,2025-12-05T17:46:59.000+0000,005OH00000BFiyTYAT,2025-12-05T17:46:59.000+0000,(647)348-7447,,frank.lipka@optimize.ca,(647)347-5456,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGGCzYAO,False,,24310418,0035o000007ERP3AAO,0015o000007uk7UAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:32:02.000+0000,False,False,005OH000004pk06YAA,2025-12-05T16:32:02.000+0000,005OH000004pk06YAA,2025-12-05T16:32:02.000+0000,005OH000004pk06YAA,2025-12-05T16:32:02.000+0000,(905)979-9676,,insurance@sonnymartin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGGPuYAO,False,,24309872,0030A0000062wQaQAI,0010A000006nXfUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:23:49.000+0000,False,False,0055o000002KxaMAAS,2025-12-05T16:23:49.000+0000,0055o000002KxaMAAS,2025-12-05T16:23:49.000+0000,0055o000002KxaMAAS,2025-12-05T16:23:49.000+0000,(403)607-1756,(403) 607-1756,boston.rowe@hitsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGHnNYAW,False,,24315447,003OH00000M98RgYAJ,001OH00000QuqTQYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Primerica- Registration link error ""oops something went wrong""",Medium,"BLANCA ELBIDA HERNANDEZ	

Advisor was trying to access registration link sent by canada life but they were getting ""oops something went wrong"" error message. While I was investigating they were able to access that link.

Hello Blanca,

Thank you for calling workspace support team.

To recap, you were trying to access workspace registration link sent by Canada life in email and you were getting something went wrong error message. While I was pulling up your information, you were able to access that link. Please let me know if further assistance is needed.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T18:02:18.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T17:48:36.000+0000,005OH00000BFiyTYAT,2025-12-05T18:02:19.000+0000,005OH00000BFiyTYAT,2025-12-05T18:02:19.000+0000,(289)752-0856,,blancaelbida.hernandez@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGHsAYAW,False,,24310460,0030A0000029fVaQAI,0010A000002w3gDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New Business WebApp Error,Medium,"Dominic Cellucci (
user is getting an error message when they try to access their new business app
connected with user through a logmein session for troubleshooting.
Cleared cache and cookies and advised user to try accessing again which resolved the issue.


Email:
----------
Hello Dominic,

Thank you for contacting Workspace Support about the error you were getting when you tried to access New Business WebApp. 

On the call today, through a LogMeIn session we were able to perform some troubleshooting such as clearing cache and cookies which resolved the issue you were facing with access. As mentioned on the call, please contact client services for information regarding policy. You can reach them at 1-888-252-1847.

Let me know if you have any more questions. 


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T16:47:19.000+0000,False,False,005OH00000BGf2TYAT,2025-12-05T16:32:35.000+0000,005OH00000BGf2TYAT,2025-12-05T16:47:19.000+0000,005OH00000BGf2TYAT,2025-12-05T16:47:19.000+0000,(613)723-7200,,domenico.cellucci@ig.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGIgBYAW,False,,24309230,003OH000005s6LlYAI,001OH000007KkifYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue/Email change request,Medium,"****DDS****12/22/25 

User requested an email address change for WS access, as per the new process for authentication, user was advised to call us to assist with their request

****DDS****12/05/25 
User got error code W1281 when trying to login to WS - authenticated user as per KB0021888  
Did a PW reset and changed MFA from Salesforce to Google - user signed in successfully
 
============================================================================================= 
 
****Email Chain****

Bonjour Jean- François,

Merci pour votre courriel.

 Pour faire ce changement, nous devons communiquer avec vous directement par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace Affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jean-Francois Gemme <jean-francois@gemmemesfinances.com> 
Sent: December 20, 2025 10:38 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Accès à l’Espace Affaires - Cas 24309230

Bonjour Lawrencia, Merci pour le suivi. J'aimerais mettre à jour l'adresse courriel associé à mon accès à votre plateforme; SVP remplacer jfg@ groupefinancieropus. com par Jean-Francois@ GemmeMesFinances. com Merci et bonne fin de journée, Jean-Francois
ZjQcmQRYFpfptBannerStart
Be careful with this message - Soyez prudent avec ce courriel. 
The sender's email domain has only been active for a short period of time and could be unsafe. - Le nom de domaine du courriel de l’expéditeur n’est actif que depuis peu de temps et pourrait ne pas être sûr. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Lawrencia,

Merci pour le suivi.

J'aimerais mettre à jour l'adresse courriel associé à mon accès à votre plateforme; SVP remplacer jfg@groupefinancieropus.com par Jean-Francois@GemmeMesFinances.com

Merci et bonne fin de journée,

Jean-Francois Gemme
5148941889
Jean-Francois@GemmeMesFinances.com
 

________________________________________
De : Jean-François Gemme <jeanfrancoisgemme@groupefinancieropus.com>
Envoyé : lundi 15 décembre 2025 13:35
À : Jean-Francois Gemme <jean-francois@gemmemesfinances.com>
Objet : Fw: Accès à l’Espace Affaires - Cas 24309230
 


Obtenir Outlook pour Android
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Friday, December 5, 2025 11:45:40 AM
To: Jean-François Gemme <jeanfrancoisgemme@groupefinancieropus.com>
Subject: Accès à l’Espace Affaires - Cas 24309230
 
Bonjour Jean- François,
 
Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur l’Espace Affaires.
 
Lors de notre appel, nous avons constaté que vous recevez le message d’erreur ERR-W1281 chaque fois que vous accédez votre compte Espace Affaires. Nous avons réinitialisé votre mot de passe et par la suite vous étiez capable d’accéder votre compte Espace Affaires.  Nous avons également déconnecté l’authentificateur Salesforce et lie l’authentificateur Google à votre compte. Vous vous êtes connecté, déconnecté et reconnecté sur votre compte Espace Affaires avec succès pour être certain que tout fonctionne correctement.
 
 
Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci,
 
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T16:43:27.000+0000,False,False,005OH0000097FtCYAU,2025-12-05T16:14:20.000+0000,005OH0000097FtCYAU,2025-12-22T17:29:42.000+0000,005OH0000097FtCYAU,2025-12-22T17:29:42.000+0000,(514)894-1889,,jean-francois@gemmemesfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGIhnYAG,False,,24314658,003G0000018f72NIAQ,0010A000002wP5hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - Error: ERR-W1285,Medium,"KB0020563 - assisted the advisor in doing the TS steps. however still getting the same error message. Reach out to SL Jennifer and reset the LL user id.. issue is resolved.
==================

Hi Matthew,

Thank you for calling the workspace support about getting an error ERR-W1285 when trying to access to workspace.

We have identified that we need to reset your access at the back end and have your password reset as well. We can confirm that you have regain your access back to workspace.

Appreciate your patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-05T18:06:49.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T17:36:29.000+0000,005OH00000BFPZHYA5,2025-12-05T19:26:38.000+0000,005OH00000BFPZHYA5,2025-12-05T19:26:38.000+0000,(613)967-6060,,mattmawer@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGLFwYAO,False,,24315701,0030A0000029asfQAA,0010A000002vzwLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1285,Medium,"Caller Name: Leanne Hebert
Advisor or support staff: Advisor support
Advisor Code: B6273 MGA
Advisor Name: JEFFREY CORMIER	
Phone: 
Email: leanne.hebert@sterlingmutuals.com and 	jcormier@sterlingmutuals.com	
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: was signed into Workspace this morning now getting ERR-W1285. trying to sign into the advisors workspace

FINDINGS: ERR-W1285 >KB0020563 and goes to KB0020858 

Note: Leanne Hebert was not listed when trying to add under contact roles. she does not have her own workspace/confirmed this with the advisor also. 

MGA workspace not locked and active. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001ndfPAAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HDWkAAO%26cntc%3D0035o000004HDWkAAO%26id%3D0055o000001ndfPAAQ

RESOLUTION: following ERR-W1285 >KB0020563 and goes to KB0020858 COMPLETED VERIFICATIOIN AS PER KB0020858/SPOKE TO THE ADVISOR
DID A LOG ME IN SESSION ON THE ADVISORS COMPUTER.
RESET THE ISAM/jeffcormier5@clext was locked, reset and used Canada@2025
had him try to now sign into Workspace , invalid password, had him re-set and he was able to access and he was successful. had him sign out/back in to test with success.
he will share the logins with Leanne after the fact.


--------------------------------------***DDS  12/05/2025***--------------------------
Hello Jeffrey and Leannie,

Thank you for contacting Workspace Support today. It was a pleasure speaking to you both and helping you.

To recap, Leanne was receiving ERR-W1285 when trying to sign into Workspace using your credentials Jeffrey

This error indicated a lock on the account which we needed to speak to you to authenticate.

During our log me in session, we completed authentication, unlocked the account, we had you reset your password for your User ID jeffcormier5@clext.

Then as you tried to access Workspace, you were met with invalid credentials, we had you reset your Workspace password now and you were then able to access Workspace after authenticating using your Salesforce authenticator.

We had you test by signing out/in again. You will now have Leanne try with your newly created password as needed.

Please also note we do not recommend sharing Workspace access, If you would like to have Leanne have her own Workspace access/access to your book of business, you will need to complete the attached for and send it to Distribution_Methodology@canadalife.com for processing, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T18:36:15.000+0000,False,False,005OH00000AUS7aYAH,2025-12-05T17:52:45.000+0000,005OH00000AUS7aYAH,2025-12-05T18:36:15.000+0000,005OH00000AUS7aYAH,2025-12-05T18:36:16.000+0000,(506)532-2158,,jcormier@sterlingmutuals.com,(877)423-2634,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGLKmYAO,False,,24311646,003OH00000UHN8dYAH,001OH00000avI0JYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:51:07.000+0000,False,False,0055o000002KxaMAAS,2025-12-05T16:51:07.000+0000,0055o000002KxaMAAS,2025-12-05T16:51:08.000+0000,0055o000002KxaMAAS,2025-12-05T16:51:08.000+0000,(587)896-6159,,mathieu@couillard.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGLPWYA4,False,,24309876,003G0000018f7nJIAQ,0010A000002wPtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:23:55.000+0000,False,False,0050A000000Hq5PQAS,2025-12-05T16:23:55.000+0000,0050A000000Hq5PQAS,2025-12-05T16:23:55.000+0000,0050A000000Hq5PQAS,2025-12-05T16:23:55.000+0000,(705)749-6776,,laura.boden@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGLmBYAW,False,,24313791,0030A0000029gonQAA,0010A000002w4mTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"Calling them back after authentication.

FRANK J LIPKA
D1124
KB0022928
Advisor was not able to pass on the verification step. They were getting error message that they have exceeded allowed number of attempts. Help them to disconnect and setup new one.
Hello Frank,

Thank you for calling workspace support. I am so happy to take your call today. 

In our today’s call, you needed assistance for workspace login. You were having issues with verification code; you shared your screen with me and then we tried to clear cache and cookies. This didn’t resolve the issue. Then after authentication, I disconnected the authenticator and setup new google authenticator. You were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:48:05.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T17:24:13.000+0000,005OH00000BFiyTYAT,2025-12-05T17:48:05.000+0000,005OH00000BFiyTYAT,2025-12-05T17:48:05.000+0000,(647)348-7447,,frank.lipka@optimize.ca,(647)347-5456,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGLz0YAG,False,,24310030,003OH00000SUOb4YAH,001OH00000YgLMJYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - ERR-W1973,Medium,"KB0022470  - User is receiving error message when trying to link MGA account to Advice Canada. 
Directed user to reset password by clicking on ""Forget password"" 

Email: sam.julien@healyfinancial.ca 

**********************************************************
Good morning, Julien 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your MGA account!
 
I'm glad I was able to assist you with resetting your password so you can link your MGA Workspace account to Advice Canada. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T16:35:38.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T16:25:51.000+0000,005OH00000BG5v4YAD,2025-12-05T16:35:38.000+0000,005OH00000BG5v4YAD,2025-12-05T16:35:38.000+0000,(902)425-8223X1,,sam.julien@healyfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGMBxYAO,False,,24311212,0030A0000029okRQAQ,0010A000002wBM0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:44:25.000+0000,False,False,005OH000004oiYEYAY,2025-12-05T16:44:25.000+0000,005OH000004oiYEYAY,2025-12-05T16:44:25.000+0000,005OH000004oiYEYAY,2025-12-05T16:44:25.000+0000,(519)290-1490,,jglaysher@execulink.com,(519)290-2050,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGNeEYAW,False,,24309758,0030A0000029ob5QAA,0010A000002wBDNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy Details for GWL policies,Medium,"*** DDS Dec 5th, 2025 ***
Advisor cannot access certain GWL policies on Workspace. Turns out this is normal according to KB0020263. Referred to ASC for any questions.
==============
Good morning Jed,

It was a pleasure talking with you today about accessing GWL policies on Workspace like policy 10026429.

For Darren Anderson, business aligned to his Investors Group Broker code is not accessible in Workspace. Please contact Client Services (1-888-252 1847) to service this business. Thank you for your understanding.

I’m glad I was able to assist you today about this access of GWL policies. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T16:22:13.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T16:22:13.000+0000,005OH00000AbJ7aYAF,2025-12-05T16:27:46.000+0000,005OH00000AbJ7aYAF,2025-12-05T16:27:46.000+0000,(204)943-6828,,darren.anderson@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGNr7YAG,False,,24309594,0030A0000029ahrQAA,0010A000002vzmkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:19:56.000+0000,False,False,005OH000003ds0PYAQ,2025-12-05T16:19:56.000+0000,005OH000003ds0PYAQ,2025-12-05T16:19:56.000+0000,005OH000003ds0PYAQ,2025-12-05T16:19:56.000+0000,(343)363-5068,,sandra@pomfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGP6ZYAW,False,,24314398,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:32:38.000+0000,False,False,005OH000005URvxYAG,2025-12-05T17:32:38.000+0000,005OH000005URvxYAG,2025-12-05T17:32:38.000+0000,005OH000005URvxYAG,2025-12-05T17:32:38.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGP89YAG,False,,24309804,0030A0000029ontQAA,0010A000002wBOtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:22:50.000+0000,False,False,005OH0000084GETYA2,2025-12-05T16:22:50.000+0000,005OH0000084GETYA2,2025-12-05T16:22:50.000+0000,005OH0000084GETYA2,2025-12-05T16:22:50.000+0000,(905)707-3383,416 728 7284,mikefloroff@rogers.com,(905)265-7879,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGPJXYA4,False,,24313390,0030A0000029XUOQA2,0010A000002vx3ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User forgot where her MFA was, helped the user located it on her browser. 

Email: lilliansiow@hotmail.com 

******************************************************************
Good afternoon, Lillian
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your authenticator!
 
As a reminder your authenticator for Workspace is on your Edge browser. It is located on the top right of your screen; I provided a screenshot below of how the icon looks like. 
 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:22:14.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T17:18:00.000+0000,005OH00000BG5v4YAD,2025-12-05T17:22:15.000+0000,005OH00000BG5v4YAD,2025-12-05T17:22:15.000+0000,(604)461-8000,,lilliansiow@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGPOPYA4,False,,24315716,0030A0000029ppwQAA,0010A000002wCCQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:53:00.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T17:53:00.000+0000,005OH000004Ir1xYAC,2025-12-05T17:53:01.000+0000,005OH000004Ir1xYAC,2025-12-05T17:53:01.000+0000,(403)266-2500,4036169884,lloyd@safebridgepw.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGPrMYAW,False,,24314415,0030A0000029loRQAQ,0010A000002w8tEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1285,Medium,"User indicates an error message. KB0020563 - KB0020858  - Authenticated - rotation 2 
Reset temporary password

Email: wes.rushton@ig.ca 
Code: 67740

**********************************************************
Good afternoon, Wes 

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully sign into your Workspace account.  
  
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:53:01.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T17:32:57.000+0000,005OH00000BG5v4YAD,2025-12-05T17:53:01.000+0000,005OH00000BG5v4YAD,2025-12-05T17:53:01.000+0000,(204)489-4640,,wes.rushton@igpwm.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGQc7YAG,False,,24311203,003OH00000OJvpkYAD,001OH00000TYyR9YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA navigation,Medium,"KB0016714 - Assisted the advisor where to get the code and what application specific. issue resolved.
========================
Hi Michelle,

Thank you for contacting the workspace support about your multi-factor authenticator app/MFA.

We were able to identify what is MFA and where to get the code. We can also confirm that you have access to workspace at this time.

We appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T17:02:35.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T16:44:16.000+0000,005OH00000BFPZHYA5,2025-12-05T17:08:51.000+0000,005OH00000BFPZHYA5,2025-12-05T17:08:51.000+0000,(514)830-1688,,michellelu68@gmail.com,(514)759-4778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGRYFYA4,False,,24315008,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:41:59.000+0000,False,False,005OH000005URvxYAG,2025-12-05T17:41:59.000+0000,005OH000005URvxYAG,2025-12-05T17:42:00.000+0000,005OH000005URvxYAG,2025-12-05T17:42:00.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGSAxYAO,False,,24313785,003OH00000M98RgYAJ,001OH00000QuqTQYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration #primerica,Medium,"Blanca Elbida Hernandez (Rep ID 6TGYB)
user needs to register for workspace 
KB0023476: sent the link for user to register for Workspace.

Email:
----------
Hello Blanca, 

Thank you for contacting Workspace Support about your registration for Workspace.

Please visit the link below to register for your new Workspace account:
https://workspace.canadalife.com/registration?r=C

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:40:09.000+0000,False,False,005OH00000BGf2TYAT,2025-12-05T17:24:09.000+0000,005OH00000BGf2TYAT,2025-12-05T17:40:37.000+0000,005OH00000BGf2TYAT,2025-12-05T17:40:37.000+0000,(289)752-0856,,blancaelbida.hernandez@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGT6vYAG,False,,24310491,003OH000005m2skYAA,001OH000007E261YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T16:33:02.000+0000,False,False,005OH0000084GETYA2,2025-12-05T16:33:02.000+0000,005OH0000084GETYA2,2025-12-05T16:33:02.000+0000,005OH0000084GETYA2,2025-12-05T16:33:02.000+0000,(647)469-3050,,peralalhw@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGV7AYAW,False,,24313395,0035o000005iM1VAAU,0010A000002w4VaQAI,,,,,,,012G00000012AYVIA2,Closed - Responded,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 5 2025
Bonjour Mirna,

Veuillez voir le document attaché avec l’information que nous avons trouvée dans nos dossiers pour le code de Mylène. Un courriel avec le mot de passe sera envoyé après ce courriel.

Je vous remercie pour votre temps pour ce cas! 

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊  Wealth support (swoogo.com) 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des


From: Mirna Sulukjian <msulukjian@peakgroup.com> 
Sent: November 25, 2025 9:26 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Mylène Viens

Bonjour, Veuillez nous envoyer la liste de clients de Mylène Viens 74322. Merci, Mirna Sulukjian Coordinatrice soutien administratif et aux conseillers | Administrative Coordinator and Advisor Support T : 514. 844. 6911, poste 2297 | extension
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Veuillez nous envoyer la liste de clients de Mylène Viens 74322.

Merci,

Mirna Sulukjian
Coordinatrice soutien administratif et aux conseillers | Administrative Coordinator and Advisor Support
T : 514.844.6911, poste 2297 | extension 2297
F : 514.844.3739
 
msulukjian@peakgroup.com


Groupe financier PEAK | PEAK Financial Group
www.groupepeak.com | www.peakgroup.com

 

L’information contenue dans ce message, incluant tous les documents joints, est personnelle et confidentielle. Elle est destinée au seul usage de l’individu ou entité nommée ci-dessus. Toute lecture, copie, divulgation, appropriation ou dissémination du contenu de ce message par toute autre personne que le destinataire est strictement défendue. Si vous avez reçu la communication par erreur, veuillez la détruire et nous en informer immédiatement. Nous vous remercions de votre collaboration.

The information contained in this transmission, including any files attached, is intended solely for the individual or entity to which it is addressed and is confidential in nature. Please be advised that any distribution, reproduction or other use of this document by anyone other than the addressee is strictly prohibited. If you have received this communication by error, please notify us immediately and delete it. Thank you for your cooperation

Salut!

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le document Excel envoyé: 

 C8NW2L33
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 

Wilfredy Folgar Lemus
Distribution Digital Support Specialist 
Distribution Digital Support
Digital Enablement 
P: 1-888-999-4516 
E: Wilfredy.Lemus@canadavie.com  
Hours: 9am-5pm 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:18:04.000+0000,False,False,005OH000002iN7rYAE,2025-12-05T17:18:04.000+0000,005OH000002iN7rYAE,2025-12-05T17:18:04.000+0000,005OH000002iN7rYAE,2025-12-05T17:18:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGW3EYAW,False,,24313195,003OH00000Xbj02YAB,001OH00000fpw8vYAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TPA Delegation Request for Felipe Torre,Medium,Called Assist Line regarding Case# 23925673,True,2025-12-05T17:33:25.000+0000,False,False,005OH0000097FtCYAU,2025-12-05T17:15:05.000+0000,005OH0000097FtCYAU,2025-12-05T18:41:32.000+0000,005OH0000097FtCYAU,2025-12-05T18:41:32.000+0000,(514)775-9795,,sam@torrefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGX8vYAG,False,,24311242,,0015o000008CygBAAS,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer, who works for a benefits consulting firm, inquired about survivor benefits for a Canada Life health and dental plan called Select Elite without dental coverage. The agent did not have immediate information on whether this plan includes survivor benefits, so they committed to checking with the underwriting team and providing an email response to the customer by the end of the day. The customer also asked about the dispensing fee maximum per prescription for the Select Elite plan, which the agent confirmed is $7 per prescription.",True,2025-12-15T15:28:36.000+0000,False,False,005OH000007edoDYAQ,2025-12-05T16:44:48.000+0000,005OH000007edoDYAQ,2025-12-15T15:28:36.000+0000,005OH000007edoDYAQ,2025-12-15T15:28:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGXSIYA4,False,,24312693,0030A000008sGa9QAE,0010A000009nAbMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"***** DDS**** 12/05/2025
Asa needed assistance registering for workspace. DDS authenticated and assisted with registration.

Ref: KB0021888


****EMAIL CHAIN*****
Hello Tania, 

    It was a pleasure assisting you with your registration today. You just want to wait 24-48 hours for information to download and you should be good. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:28:16.000+0000,False,False,005OH00000BFQFHYA5,2025-12-05T17:07:30.000+0000,005OH00000BFQFHYA5,2025-12-05T17:28:17.000+0000,005OH00000BFQFHYA5,2025-12-05T17:28:17.000+0000,(306)206-4747,,margaret@mclarkefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGYY6YAO,False,,24315604,0030A0000029UqvQAE,0010A000002vuu9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:51:15.000+0000,False,False,005OH000004pk06YAA,2025-12-05T17:51:15.000+0000,005OH000004pk06YAA,2025-12-05T17:51:16.000+0000,005OH000004pk06YAA,2025-12-05T17:51:16.000+0000,(416)988-8077,,ron@rrdfsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGaekYAC,False,,24315760,0030A00000BD1ikQAD,0010A00000BnAUoQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Update WS Email,Medium,"•	Reason for call: Update WS email
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Update completed via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication
========================
Hello Lino, 

Thank you for contacting Workspace Support. It was our pleasure in helping you update your login email for Workspace. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:53:34.000+0000,False,False,005OH00000BFQFGYA5,2025-12-05T17:53:34.000+0000,005OH00000BFQFGYA5,2025-12-05T18:02:16.000+0000,005OH00000BFQFGYA5,2025-12-05T18:02:16.000+0000,(514)627-9127,(514) 627-9127,lino@groupeconseilchimienti.com,(514)336-0504,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGaoOYAS,False,,24313756,003G0000018f7JGIAY,0010A000002wPOWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"****DDS****12/05/25 

Authenticated user as per KB0021888 - unlocked ISAM account 
User completed registration and signed into their MGA WS account
 
============================================================================================= 
 
****Email Chain****

Bonjour Mylene,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur l’Espace Affaires.

Je suis contente d’avoir pu vous aider à compléter l’inscription et lié votre authentificateur Salesforce à votre compte AGA. Vous avez également pu vous connecter, déconnecter et reconnecter sur votre compte Espace Affaires avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T18:37:55.000+0000,False,False,005OH0000097FtCYAU,2025-12-05T17:23:37.000+0000,005OH0000097FtCYAU,2025-12-05T18:37:55.000+0000,005OH0000097FtCYAU,2025-12-05T18:37:55.000+0000,(450)449-9739X2,(514) 465-1477,mylene@unia-finances.com,(450)444-3318,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGbe2YAC,False,,24314772,0030A0000029lDtQAI,0010A000002w8PBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:38:09.000+0000,False,False,005OH000004pk06YAA,2025-12-05T17:38:09.000+0000,005OH000004pk06YAA,2025-12-05T17:38:09.000+0000,005OH000004pk06YAA,2025-12-05T17:38:09.000+0000,(905)731-0178,,morty@futuricplanning.com,(905)731-7270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGbqzYAC,False,,24317626,003G0000018f6S3IAI,0010A000002wOOOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Liff or Riff tool,Medium,"*12/4*
----------------

Peter Drum
for years i used a shortcut on my desktop
looking for RIFF and LIFF applications in Workspace 
product resources> wealth products >
referred to RSA

*email*
----------------
Good afternoon Peter, 

Thank you for contacting the Workspace Support Team with your inquiry

You used to have a link on your desktop saved that brought you to the LIFF or RIFF tool  in Repnet and wanted to know where this was or what its equivalent was in Workspace. We tried to help you look in different areas but it didn’t seem to provide the information you wanted. I will have to refer you to your RSA for wealth, they can be found at https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-wealth-wholesaling-support-contact-sheet.pdf, if you have any questions or concerns, please reply to this email

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T18:51:02.000+0000,False,False,005OH000008919xYAA,2025-12-05T18:21:22.000+0000,005OH000008919xYAA,2025-12-05T19:10:40.000+0000,005OH000008919xYAA,2025-12-05T19:10:40.000+0000,(416)624-7899,(416)624-7899,peter.drum@pjdfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGclKYAS,False,,24312439,003G0000018f7S7IAI,0010A000002wPYhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:03:22.000+0000,False,False,0055o000002KxaMAAS,2025-12-05T17:03:22.000+0000,0055o000002KxaMAAS,2025-12-05T17:03:22.000+0000,0055o000002KxaMAAS,2025-12-05T17:03:22.000+0000,(587)855-6836,,greg@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGd1RYAS,False,,24312408,003G0000018f7nJIAQ,0010A000002wPtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:02:59.000+0000,False,False,0050A000000Hq5PQAS,2025-12-05T17:02:59.000+0000,0050A000000Hq5PQAS,2025-12-05T17:03:00.000+0000,0050A000000Hq5PQAS,2025-12-05T17:03:00.000+0000,(705)749-6776,,laura.boden@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGdawYAC,False,,24313290,003G0000018f6QUIAY,0010A000002wOMqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Functionality,Medium,"General questions about the extraction through CRM issue.

=============

Hi Angelo,

Thank you for contacting the workspace support about CRM specific to the extracted files.

In line with the recent update with CRM, we understand that there maybe some confusion and we apologize for that. Extracted files should include the client details such as address, phone number, and others. Please be informed that there could be a possibility that other information may not load successfully based on experience from another advisor. We already escalated and hopefully will be fix anytime soon. As for now you can try and complete the download if the same thing happens for you. Thank you for your understanding as we continue to improve and streamline the platform.
 
Appreciate the time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-05T17:26:27.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T17:16:40.000+0000,005OH00000BFPZHYA5,2025-12-05T18:36:35.000+0000,005OH00000BFPZHYA5,2025-12-05T18:36:35.000+0000,(905)476-9821,,financialservices@angelosetten.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGes1YAC,False,,24317242,0035o000007WVH1AAO,0015o000008CzyrAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked out of WS,Medium,"•	Reason for call
Authentication: Yes/No, which rotation
•	Troubleshooting steps completed
•	Email correspondence
•	Source of triage (e.g., “As per KBA001234”)
============================
Hello Sarah, 

Thank you for contacting Workspace Support. It was our pleasure in helping you regain access to your Direct Solutions account. 

As discussed, please feel free to respond directly via email Sarah if the issue reappears over the course of the next week. 

Your voice matters. Let us know what you thought about the quality of service by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T18:15:48.000+0000,False,False,005OH00000BFQFGYA5,2025-12-05T18:15:48.000+0000,005OH00000BFQFGYA5,2025-12-05T19:04:14.000+0000,005OH00000BFQFGYA5,2025-12-05T19:04:14.000+0000,(905)222-2444,,sarah@smith-rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGfT7YAK,False,,24315005,0030A000005xqPaQAI,0010A000006iNmUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registering for WS,Medium,"National Account AN Advisor Danette Hanneman trying to register for WS; unable to pass User Authentication (address on file was different); referred to MGA/National Account Leadership and invited Danette to call us back once her user details had been confirmed

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 5, 2025 4:08 PM
To: danette.hanneman@edwardjones.com
Subject: Workspace Registration - SF Case #24315005

Hi Danette, 

Thank you so much for reaching out to Workspace Support! We would be happy to help you register for your Workspace account.

As discussed, please first reach out to your MGA/National Account Leadership to review the user details on file. If you don’t know who your National Account Leadership contact is, please reach out to the head of your firm. 

Once your user details are confirmed, please contact feel free to contact us back so we may proceed with walking you through your MGA Workspace Registration. 

In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:52:21.000+0000,False,False,005OH00000BFQFDYA5,2025-12-05T17:41:56.000+0000,005OH00000BFQFDYA5,2025-12-05T23:09:43.000+0000,005OH00000BFQFDYA5,2025-12-05T23:09:43.000+0000,(613)741-6262,(613) 253-7708,danette.hanneman@edwardjones.com,(877)335-9382,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGfUgYAK,False,,24312922,0030A00000A0fqNQAR,0010A00000AZqffQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:10:54.000+0000,False,False,005G0000002gyDJIAY,2025-12-05T17:10:54.000+0000,005G0000002gyDJIAY,2025-12-05T17:10:55.000+0000,005G0000002gyDJIAY,2025-12-05T17:10:55.000+0000,(780)719-4683,,lisa@bigpicturefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGfbAYAS,False,,24314879,003OH000008txxLYAQ,001OH00000Amui6YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User having issues finding forms and accessing their own Workspace account,Medium,"***DDS(Dec 5)
Was able to recover their account after securing their account. Also provided info on relay chat team for form questions

***EMAILS
Hello Claire,

Thank you for contacting Workspace Support regarding your issue with access to forms, and your own Workspace account.

We were able to recover access to your account after securing your account and unlocking it. There is currently an issue with the website to view forms & processes, and product resources which are the same site. We are investigating this and will be placing a banner soon to reflect this issue if we aren’t able to find a quick solution.

If you have a moment, we would greatly appreciate if you could please take a few seconds and fill out our survey. It is very short and provides us much needed feedback for the platform.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.
Jonathan V
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
   

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T18:12:29.000+0000,False,False,005OH000001yNnZYAU,2025-12-05T17:39:56.000+0000,005OH000001yNnZYAU,2025-12-05T18:16:00.000+0000,005OH000001yNnZYAU,2025-12-05T18:16:00.000+0000,(450)973-2333,,claire.field@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnZYAU,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGh0GYAS,False,,24315935,003OH00000F5TYeYAN,001OH00000Irhu9YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"KB0020738 - Salesforce authenticator not working- Disconnected - Authentication (Rotation 2) - Called back user 
KB0016709 - Set up browser authenticator.

Email: chunxiu.liang@outlook.com 
Code: H2408
Phone- 647-622-9858

********************************************************************
Good afternoon, Chunxiu

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Chrome Authenticator on your mobile device. 

 It is located on the top right of your screen; I provided a screenshot below of how the icon looks like. 
 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T18:32:23.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T17:56:40.000+0000,005OH00000BG5v4YAD,2025-12-05T18:32:23.000+0000,005OH00000BG5v4YAD,2025-12-05T18:32:23.000+0000,(905)660-9414,,chunxiu.liang@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGhTGYA0,False,,24313841,003OH00000M92URYAZ,001OH00000QupUhYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User forgot which email her account was set up with. 
Assisted user and she was able to get the reset link in her email. 

Email: velitse@primerica.com 
Workspace Email: 4xmks@primerica.com 

***************************************************************
Good afternoon, Venex
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today with your Workspace account!
 
Just as a reminder your Workspace account relates to the current email listed, 4xmks@primerica.com
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T17:31:03.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T17:25:04.000+0000,005OH00000BG5v4YAD,2025-12-05T17:31:03.000+0000,005OH00000BG5v4YAD,2025-12-05T17:31:03.000+0000,(647)966-0702,,velipse@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGhpvYAC,False,,24316448,003G0000018f6z0IAA,0010A000002wP1eQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to save a file,Medium,"CARMEN A BRIGUGLIO	
F1800

Advisor needed help for saving file in your laptop from workspace. Assisted them with this.

Hello Carmen,

Thank you for calling workspace support team. I am glad to assist with your inquiry today.

To recap, you were trying to save a file from workspace account. I do apologize for the confusion. I thought you wanted to know if there is a way to send a file through workspace to the clients. After clarification, we were able to save that file in your computer. 

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T18:29:43.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T18:04:16.000+0000,005OH00000BFiyTYAT,2025-12-05T18:29:43.000+0000,005OH00000BFiyTYAT,2025-12-05T18:29:43.000+0000,(905)824-5660,(647) 222-4067,carm@briguglioinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGhpwYAC,False,,24318681,0030A0000029kSAQAY,0010A000002w7nkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 5th, 2025 ***
User wanted to access Workspace. Need to reset MFA. Authenticated with rotation 2, disconnected, helped reconnect through browser extension as any app on phone did not work.
==============
Bonjour Alexandre,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, j’ai déconnecté l’authentificateur précédent et vous ai aidé à connecter l’extension Google Chrome Authenticator. Au final vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-05T19:15:04.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T18:36:12.000+0000,005OH00000AbJ7aYAF,2025-12-05T19:15:04.000+0000,005OH00000AbJ7aYAF,2025-12-05T19:15:04.000+0000,(514)303-1483,,ajoannette@multi-aph.com,(866)937-3032,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGhwKYAS,False,,24316338,0030A000007F2JwQAK,0010A00000862gqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace log in,Medium,"*12/5*
----------------

arvind angwar
c7416
hard stop terminated code
*email*
----------------
Good afternoon Arvind, 

Thank you for contacting the Workspace Support Team with your login inquiry.

You wanted to log into Workspace. We were unable to authenticate you based on the information provided due to it not being active. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T22:15:32.000+0000,False,False,005OH000008919xYAA,2025-12-05T18:02:48.000+0000,005OH000008919xYAA,2025-12-05T22:15:32.000+0000,005OH000008919xYAA,2025-12-05T22:15:32.000+0000,(416)709-9250,,sukoonfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGi5yYAC,False,,24315085,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:43:17.000+0000,False,False,005OH000005URvxYAG,2025-12-05T17:43:17.000+0000,005OH000005URvxYAG,2025-12-05T17:43:18.000+0000,005OH000005URvxYAG,2025-12-05T17:43:18.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGj6sYAC,False,,24314031,003G0000018f7fdIAA,0010A000002wPmCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Inactive MGA Workspace,Medium,"Advisor confirm that there are some movements when it comes to the business and company reason why she does not have an access to her MGA account

================

Hi Tanya,

Thank you for contacting the workspace support about an issue with your MGA workspace access.

We have identified that the access is currently inactive, and this is due to the movement of the business as you have confirmed. You may reach out to your MGA or leadership to confirm this situation as well as for clarification.

We appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
 The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-05T17:36:14.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T17:27:36.000+0000,005OH00000BFPZHYA5,2025-12-05T18:46:07.000+0000,005OH00000BFPZHYA5,2025-12-05T18:46:07.000+0000,(905)267-1116,(416) 884-6332,john@discovery-wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGldJYAS,False,,24314046,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:27:47.000+0000,False,False,005OH000004pk06YAA,2025-12-05T17:27:47.000+0000,005OH000004pk06YAA,2025-12-05T17:27:47.000+0000,005OH000004pk06YAA,2025-12-05T17:27:47.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGp7SYAS,False,,24316687,003G0000018f724IAA,0010A000002wP5OQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access - ERR-W1283,Medium,"KB0017399 - reset password successfully- issue resolved.

===============

Hi Stephen,

Thank you for contacting the workspace support about getting an error ERR-W1283 when trying to access workspace.

We have checked your details and update it at the back end, reset your password successfully. We can also confirm that you have regain your access back to workspace.

We appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-05T18:17:54.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T18:07:38.000+0000,005OH00000BFPZHYA5,2025-12-05T19:33:08.000+0000,005OH00000BFPZHYA5,2025-12-05T19:33:08.000+0000,(709)279-0814,(709) 689-3277,stephen@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGrsPYAS,False,,24315527,0030A0000029ppwQAA,0010A000002wCCQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T17:49:49.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T17:49:49.000+0000,005OH000004Ir1xYAC,2025-12-05T17:49:49.000+0000,005OH000004Ir1xYAC,2025-12-05T17:49:49.000+0000,(403)266-2500,4036169884,lloyd@safebridgepw.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGsYMYA0,False,,24316414,0030A0000029ZQTQA2,0010A000002vyhvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T18:03:48.000+0000,False,False,005OH000004pk06YAA,2025-12-05T18:03:48.000+0000,005OH000004pk06YAA,2025-12-05T18:03:49.000+0000,005OH000004pk06YAA,2025-12-05T18:03:49.000+0000,(416)420-5992,,mijona1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGu8jYAC,False,,24316012,003OH00000URA5JYAX,001OH00000b88wAYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Multi-factor Authenticator Setup,Medium,"EMIR IMANI
user would like to set up authenticator on a new device
advised user that we would need to speak to them to assist so they should call us.

Email:
----------
Hello Emir,

It was brought to our attention that you are trying to set up your authenticator on a new device. We can assist you with this. However, to help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Let me know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 5, 2025 10:32 AM
To: Emir Imani <emirimani34@gmail.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] problem

@CL Workspace Support – Emir Imani is following up as he has not heard from anyone.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Distribution Methodology 
Sent: November 10, 2025 7:27 AM
To: 'Emir Imani' <emirimani34@gmail.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] problem

Hi Emir.

I am including @CL Workspace Support in this email to assist you.

Thank you.




Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Emir Imani <emirimani34@gmail.com> 
Sent: November 9, 2025 3:40 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] problem

Hi Hope you are fine. I got a technical problem when I tried to login on my workspace. The problem is that I had installed the authenticator application on  my previous device(Mobile device). In my new mobile device,I installed the authenticator
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi
Hope you are fine.
I got a technical problem when I tried to login on my workspace. The problem is that I had installed the authenticator application on  my previous device(Mobile device). In my new mobile device,I installed the authenticator application again, it asks me to transfer all accounts from the previous device which I don't have access to any more. 

I tried to create a new account for my Canada Life account but since it's already connected, I can not add it.

Is there any way that you remove the authenticator connection to my Advisor portal, So I can install it again?

Regards,
emir imani (Canada life agent code: H7967)",True,2025-12-05T17:57:49.000+0000,False,False,005OH00000BGf2TYAT,2025-12-05T17:57:49.000+0000,005OH00000BGf2TYAT,2025-12-05T17:57:49.000+0000,005OH00000BGf2TYAT,2025-12-05T17:57:49.000+0000,(647)204-5475,,emir_imani@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGvzIYAS,False,,24319398,003OH00000YdsGKYAZ,001OH00000hxHE9YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration - W1510,Medium,"KB0020538 - advisor wants to know ifs possible to expedite the process. Educate that advisor that the user id is not active yet as of this time and may take up to 72 hours before she can register to workspace.
==================================

Hi Ashley,

My apologies for the inconvenience in regard to the registration process issue. To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


Hi Ashley,

Thank you for contacting the workspace support about registering to workspace.

We have identified that it’s early still to register for workspace yet based on the error message that you are getting. I understand this must be frustrating for you however the user id status is not active yet as I personally check if we can expedite the situation. Please be informed that it may take 48 to 72 hours for the user id to be active into our system.

We appreciate your time calling us today and my apologies for the inconvenience.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-05T19:06:28.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T18:46:35.000+0000,005OH00000BFPZHYA5,2025-12-08T17:13:05.000+0000,005OH00000BFPZHYA5,2025-12-08T17:13:05.000+0000,(780)545-4615,,ashley@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGxEjYAK,False,,24322911,0035o000004POqEAAW,0015o000004yXyZAAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,SP application error code Tan,Medium,"****DDS****12/05/25 

User is unable to submit a SP application due to error message - Oops, something went wrong - Error code colour provided Tan
As per KB0022199, case has been escalated to Level 2 for resolution
 
============================================================================================= 
 
****Email Chain****

Bonjour David,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la proposition 60925200-6.

Cette requête a été transmis au Soutien Technique Niveau 2 et nous vous tiendrons informer dès qu’il y aura de nouveau.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH0000097FtCYAU,2025-12-05T19:37:55.000+0000,005OH0000097FtCYAU,2025-12-05T19:58:33.000+0000,005OH0000097FtCYAU,2025-12-05T19:58:33.000+0000,(819)944-2444,,sfdavidomaninc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGyieYAC,False,,24318132,0030A0000029VXvQAM,0010A000002vvQxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"****DDS***** 12/05/2025
User needed assistance setting up a new MFA for their account. 
DDS authenticated and disconnected current MFA and walked user through setting up new MFA. 

Ref: KB0021888, KB0016709


*****email chain*****
Hello Louis, 

      Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T19:05:43.000+0000,False,False,005OH00000BFQFHYA5,2025-12-05T18:28:06.000+0000,005OH00000BFQFHYA5,2025-12-05T19:06:55.000+0000,005OH00000BFQFHYA5,2025-12-05T19:06:55.000+0000,(778)387-5091,,lou.fafbiz@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hGzWbYAK,False,,24317084,0031600002QEwtAAAT,0010A000002wNoTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 5th, 2025 ***
User wants to access Workspace account but it's locked. Authenticated with rotation 2, unlocked account and helped user reset password.
===============
Bonjour Jean-François,

 C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, j’ai réussi à débloquer votre compte et vous ai aidé à réinitialiser votre mot de passe. Au final vous vous êtes connecté avec succès.

C’était un plaisir de vous aider aujourd’hui à accéder à votre compte. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-05T18:23:20.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T18:13:32.000+0000,005OH00000AbJ7aYAF,2025-12-05T18:23:21.000+0000,005OH00000AbJ7aYAF,2025-12-05T18:23:21.000+0000,(438)491-6791,(438) 491-6791,jeanfrancois.proulx@servicesfinancierspp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH0VwYAK,False,,24322057,0035o000006pbHBAAY,0015o000007R7NLAA0,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA account registration,Medium,"Workspace MGA account registration

Bonjour Pierre-Luc, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 
 
Deux inscriptions sont requises pour accéder aux comptes Espace affaires des agences générales dédiées :
 
• L’inscription du nom d’utilisateur (cette étape a déjà été complétée)
• L’inscription au compte Espace affaires (cette étape n’a pas encore été complétée)
 
Vous trouverez ci-dessous les instructions pour vous inscrire à votre compte Espace affaires.
 
Avant de commencer, vous aurez besoin des éléments suivants :

• Votre nom d’utilisateur 
• Le mot de passe de votre nom d’utilisateur
• Votre code de rémunération 
 
J’ai oublié mon nom d’utilisateur. Comment puis-je le récupérer?
Si vous ne vous souvenez pas de votre nom d’utilisateur, vous pouvez utiliser ce lien :
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/WEB-INF/web/forgotuid/ForgotUidStep1.jsp&requestedLanguage=fr
 
Si vous n’arrivez toujours pas à le récupérer, envoyez un courriel à l’adresse suivante : distribution_methodology@canadalife.com. Cette équipe pourra vous le confirmer.
Une fois que vous avez votre nom d’utilisateur et le mot de passe associé, veuillez suivre la procédure ci-dessous.
 
J’ai oublié le mot de passe de mon nom d’utilisateur. Comment puis-je le réinitialiser?

Pour réinitialiser le mot de passe de votre nom d’utilisateur, utilisez ce lien :
Demande de récupération de mot de passe
 
Lors de la réinitialisation, entrez votre nom d’utilisateur suivi de @clext.
Par exemple, si mon nom d’utilisateur est Nouvelutilisateur1, j’entrerais : Nouvelutilisateur1@clext
Une fois que vous aurez ces détails en mains, veuillez utiliser la procédure ici bas pour créer votre compte. Si vous préférez que l’on prenne rendez-vous au téléphone pour faire votre inscription ensemble, veuillez nous donner vos disponibilités et le meilleur numéro pour vous rejoindre. 
•	Utiliser le lien d’inscription : https://workspace.canadalife.com/s/login/SelfRegister?language=fr 
•	Entrer votre identifiant (autrefois appelé identifiant RéseauRep) et votre mot de passe :
o	Le système saura, en fonction de l’identifiant, si l’utilisateur est un utilisateur de conseiller ou de support.

 
•	Cliquez sur Suivant pour accéder à la page suivante
o	Lire et accepter les conditions d’utilisation

 
•	Un courriel de vérification sera envoyé à l’adresse courriel de l’utilisateur qui a été saisie à l’étape précédent
 
•	Vérifiez l’adresse courriel en cliquant sur Vérifier maintenant
•	Vous pouvez désormais se connecter à Espace affaires : https://lifeco.force.com/workspace
Si vous éprouvez des difficultés pendant le processus d’inscription, renvoyez nous un courriel et il nous fera plaisir de vous aider.
Ce fut un plaisir de vous aider! 😊 Si vous pouviez m’accorder 5 secondes de votre précieux temps, veuillez cliquer sur ce lien pour évaluer mon service et partager vos idées sur notre plateforme Espace affaires. Vos commentaires nous aident à améliorer: cliquez ici.
 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 


From: Tourangeau, Pierre-Luc <pierre-luc.tourangeau@agc.ia.ca> 
Sent: Thursday, December 4, 2025 10:16 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Bouchard, Anne-Sophie <Anne-Sophie.Bouchard@adj.ia.ca>
Subject: [EXT] Connexion à Canada-Vie

Bonjour, J’éprouve des problématiques de connexion au site de conseiller pour Canada-Vie. Êtes-vous en mesure de m’aider svp? Code conseiller E4227. Merci, Me recommander, c'est me remercier ! Assurance Véhicule et Habitation - Prêt
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
J’éprouve des problématiques de connexion au site de conseiller pour Canada-Vie.
Êtes-vous en mesure de m’aider svp?

Code conseiller E4227.
Merci,

Me recommander, c'est me remercier !

Assurance Véhicule et Habitation - Prêt Hypothécaire - Assurance Voyage

 


  



 
 
 
 
 
 
 
 	Pierre-Luc Tourangeau, B.A.A. Finance
Conseiller en sécurité financière

Industrielle Alliance
Assurance et service financiers Inc.*
255, rue Racine Est, 8e étage
Chicoutimi (Québec) G7H 7L2
Cellulaire : 418-590-8060
Fax : 1-877-781-7380
Pierre-Luc.Tourangeau@agc.ia.ca
*Cabinet de services financiers
 Ce message peut contenir de l’information privilégiée ou confidentielle. Si ce message ne vous est pas adressé ou si vous l’avez reçu par erreur, veuillez aviser l’émetteur immédiatement et effacer l’original, sans en tirer de copie ni en dévoiler le contenu.	
			


Mise en garde - Warning 
English will follow 
Faites constamment preuve de prudence : ne cliquez jamais sur des liens ou des pièces jointes qui vous semblent suspects. iA Groupe financier ne vous demandera jamais de renseignements personnels ou confidentiels par courriel, SMS ou via les réseaux sociaux.
Pour en apprendre plus sur les bonnes pratiques de cybersécurité, consultez la section Ma sécurité de notre site Web (https://ia.ca/zone-conseils/securite) 
________________________________________
Be always careful : never click on a link or attachment that seems suspicious. iA Financial Group will never ask you for personal or confidential information via email, SMS or social networks.
To learn more about good cyber security practices, visit the My security section of our website (https://ia.ca/advice-zone/security).",True,2025-12-05T19:25:35.000+0000,False,False,0055o000001zVCKAA2,2025-12-05T19:25:35.000+0000,0055o000001zVCKAA2,2025-12-05T19:25:35.000+0000,0055o000001zVCKAA2,2025-12-05T19:25:35.000+0000,(418)549-6914,,pierre-luc.tourangeau@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH1tTYAS,False,,24319956,003G0000018f7IlIAI,0010A000002wPO1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset RepNet Password - Product Illustrator Access,Medium,"Bonjour Eric,

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à réinitialiser votre mot de passe RepNet et de vous permettre d'accéder à la version bureau de Product Illustrator.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T18:55:26.000+0000,False,False,005OH00000BFQFGYA5,2025-12-05T18:55:26.000+0000,005OH00000BFQFGYA5,2025-12-05T19:59:23.000+0000,005OH00000BFQFGYA5,2025-12-05T19:59:23.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH2mEYAS,False,,24317921,0030A0000029VZSQA2,0010A000002vvSFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect client address showing on Workspace when the policy summary is printed - INC1928900,Medium,"***DDS Dec.5/2025***
Address on the Client information page on Workspace and Co-Pilot is correct however, when the Non-Registered fund summary is printed the address shows incorrectly on there. User says they already contacted client services. Responded to user and advised this was escalated and we will investigate the matter further and reach out directly when we have an update. Completed L2 intake form with the screenshot of the incorrect address and forwarded the email to the Workspace Service Leaders.

*****Email*****
Hello @Workspace Service Leaders,

Address on the client information page on Workspace and Co-Pilot is correct however, when the Non-Registered Fund summary is printed the address shows incorrectly on there. User says she already contacted client services.

I have attached my completed L2 Intake form that includes some screenshots of the address discrepancy. Correct address should be SITE 411, BOX 3 COMPARTMENT 7, RR3 DRAYTON VALLEY, AB T7A 2A3

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 5, 2025 12:07 PM
To: Yvette Ternowsky <yvette@idmfinancial.com>
Subject: RE: Fischer, Loretta - Address Discrepancy - Case - 24317921

Hello Yvette,

Thanks for contacting the Workspace Support team regarding the incorrect address showing when a summary is printed for the client’s policy.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Yvette Ternowsky <yvette@idmfinancial.com> 
Sent: December 4, 2025 9:19 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Fischer, Loretta - Address Discrepancy - Case - 24317921

Hello; The address listed on Loretta's file at the bottom of her client information page is correct However when I print a summary of her NR ; her address is incorrect? I have contacted customer service. Please advise if this is not where/who
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello;
 
The address listed on Loretta's file at the bottom of her client information page is correct
 
However when I print a summary of her NR ; her address is incorrect?
 
I have contacted customer service.  
 
Please advise if this is not where/who I should be contacting to have this corrected.  
-- 
Yvette Ternowsky - Marketing Assistant
 
IDM Financial Services Ltd.
Phone : 780-423-5858  Fax: 780-459-8829
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or records of it or it's contents.

We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-05T19:01:26.000+0000,False,False,005OH000002iN7pYAE,2025-12-05T18:25:12.000+0000,005OH00000BFQFBYA5,2025-12-05T21:01:26.000+0000,005OH000002iN7pYAE,2025-12-05T21:01:26.000+0000,(780)423-5858,(780) 445-8829,ian@idmfinancial.com,(780)421-4301,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH57PYAS,False,,24318839,0030A0000029ab2QAA,0010A000002vzhmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T18:38:32.000+0000,False,False,005OH000003ds0PYAQ,2025-12-05T18:38:32.000+0000,005OH000003ds0PYAQ,2025-12-05T18:38:32.000+0000,005OH000003ds0PYAQ,2025-12-05T18:38:32.000+0000,(416)882-5606,,samuel@financialessentials.ca,(416)352-5689,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH5VjYAK,False,,24323159,0030A0000029nn5QAA,0010A000002wAauQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"*** DDS Dec 5th, 2025 ***
User cannot access account. It is locked. Authenticated with rotation 2, unlocked account, set up MFA and sign in successful.
================
Good morning Ryan,

It was a pleasure speaking with you today and help you connect to your Workspace account.

During our call, I helped you connect to your Workspace account by setting up a connection with Google Authenticator. In the end you signed in successfully.

I’m glad I was able to assist you today signing to your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T20:06:55.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T19:41:37.000+0000,005OH00000AbJ7aYAF,2025-12-05T20:06:56.000+0000,005OH00000AbJ7aYAF,2025-12-05T20:06:56.000+0000,(604)739-8575,,ryan.smillie@iaprivatewealth.ca,(604)677-5961,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH5aTYAS,False,,24322880,0030A0000029fdzQAA,0010A000002w3mCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirect,Medium,"*12/5*
----------------
Laurennne Willis 
24322880
1-800-665-2648

Candace Dodson

*email*
----------------
Good afternoon Candace and Laurenne, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to access Groupnet to service Group policies. Workspace is for individual products and services; we directed you to the Groupnet support line at 1-800-665-2648. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T22:10:36.000+0000,False,False,005OH000008919xYAA,2025-12-05T19:37:25.000+0000,005OH000008919xYAA,2025-12-05T22:10:36.000+0000,005OH000008919xYAA,2025-12-05T22:10:36.000+0000,(250)299-2768,,candace@cdwbenefits.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH60JYAS,False,,24325344,0030A0000029ppwQAA,0010A000002wCCQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T20:15:17.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T20:15:17.000+0000,005OH000004Ir1xYAC,2025-12-05T20:15:17.000+0000,005OH000004Ir1xYAC,2025-12-05T20:15:17.000+0000,(403)266-2500,4036169884,lloyd@safebridgepw.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH6oFYAS,False,,24320183,003G0000018f6q2IAA,0010A000002wOrlQAE,,,,,,,012OH000000ijW5YAI,Open,,Email,,Product details incorrect,Medium,"*12/5*
----------------

policy summary is missing information warm xfer to Jeremie 

*email*
----------------",False,,False,False,005OH000001yMujYAE,2025-12-05T18:58:45.000+0000,005OH000008919xYAA,2025-12-05T19:15:33.000+0000,005OH000008919xYAA,2025-12-05T19:15:33.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yMujYAE,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH6t7YAC,False,,24322086,0030A0000029b3xQAA,0010A000002w06LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T19:25:57.000+0000,False,False,005G0000002gxxjIAA,2025-12-05T19:25:57.000+0000,005G0000002gxxjIAA,2025-12-05T19:25:58.000+0000,005G0000002gxxjIAA,2025-12-05T19:25:58.000+0000,(450)654-1889,(514) 513-4160,kim.roy@ig.ca,(450)654-8821,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH7MDYA0,False,,24323807,003G0000018f7qSIAQ,0010A000002wPwsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Delete a file,Medium,"•	Reason for call: Delete a file in WS
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: Followed KBA
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0016559  

============================
Hello Michael, 

Thank you for contacting Workspace Support. Unfortunately, since we do not have the REQ number, we cannot delete the file you requested be removed. 

However, you can reach your Business Service Associate (BSA) Kristine Song Heng-Nuestro at kristine.songhengnuestro@canadalife.com or via phone at (431)813-7449 for further support. 

Your voice matters. Let us know what you thought about the quality of service provided by filling out a brief survey. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T19:51:31.000+0000,False,False,005OH00000BFQFGYA5,2025-12-05T19:51:31.000+0000,005OH00000BFQFGYA5,2025-12-05T19:52:41.000+0000,005OH00000BFQFGYA5,2025-12-05T19:52:41.000+0000,(306) 648-3410,(306) 530-7153,kingside_iandi@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH7SgYAK,False,,24324723,003G0000018f7Y4IAI,0010A000002wPevQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy Status,Medium,"******DDS***** 12/05/2025
User called to verify what to mark a transferred and an inactive policy as in workspace. DDS advised transferred policy should be marked as ""transferred"" and inactive ""inactive"" for terminated policy.


*****email chain*****

Hello Jonathan,

     It was a pleasure assisting you today. As discussed, you want to mark transferred policies as transferred and inactive policies as inactive. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T20:15:56.000+0000,False,False,005OH00000BFQFHYA5,2025-12-05T20:05:34.000+0000,005OH00000BFQFHYA5,2025-12-05T20:15:56.000+0000,005OH00000BFQFHYA5,2025-12-05T20:15:56.000+0000,(903)374-9550,,jonathan.taylor@rtfc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH8dFYAS,False,,24322294,0030A0000029oFdQAI,0010A000002wAvsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T19:29:04.000+0000,False,False,005OH000003ds0PYAQ,2025-12-05T19:29:04.000+0000,005OH000003ds0PYAQ,2025-12-05T19:29:04.000+0000,005OH000003ds0PYAQ,2025-12-05T19:29:04.000+0000,(705)277-1898,705 277 3186,ralph.sibigroup@outlook.com,(705)277-2905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hH9fhYAC,False,,24321085,003OH000003D1XlYAK,001OH000004307lYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T19:12:11.000+0000,False,False,005OH000004pk06YAA,2025-12-05T19:12:11.000+0000,005OH000004pk06YAA,2025-12-05T19:12:11.000+0000,005OH000004pk06YAA,2025-12-05T19:12:11.000+0000,(778)633-0739,,jane.yj.li33@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHDkyYAG,False,,24326323,0030A0000029pW3QAI,0010A000002wBx8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T20:30:20.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T20:30:20.000+0000,005OH000004Ir1xYAC,2025-12-05T20:30:21.000+0000,005OH000004Ir1xYAC,2025-12-05T20:30:21.000+0000,(403)618-5144,,hoodgail532@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHDodYAG,False,,24322170,0030A0000029bmyQAA,0010A000002w0e4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Historic Rate of Returns,Medium,"•	Reason for call: Wants to know where to find historic rate of returns for life policies 
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Assist line

================================
Good morning Richard, 

Thank you for your patience on this matter while we had it escalated. The method to discover historical rates of returns for Segregated Funds, Mutual Funds, and Life Insurance is going to be via “Product Resources” and then you can scroll down and select the rate of return you would like as seen the in screenshot below: 

 

Your voice matters! Let us know what you thought about the service by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Kennedy <performa@rogers.com> 
Sent: December 5, 2025 4:36 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Historic Rates of Return || 24322170

I don't know what a Quadrus License is? Why do you ask? Have you located the location within Workspace of the historical rates of return for Canada Life UL policies? Richard Kennedy On Friday, December 5, 2025 at 03: 59: 14 p. m. EST, CL Workspace
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I don't know what a Quadrus License is? 
Why do you ask?
Have you located the location within Workspace of the historical rates of return for Canada Life UL policies? 
Richard Kennedy 

On Friday, December 5, 2025 at 03:59:14 p.m. EST, CL Workspace Support <clworkspacesupport@canadalife.com> wrote: 


Hello Richard, 
 
Thank you for contacting Workspace Support. We had a follow up question: do you possess a Quadrus License? 
 
Feel free to respond directly to this email!
 
Your voice matters! Let us know what you thought about the quality of service provided today.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T15:58:35.000+0000,False,False,005OH00000BFQFGYA5,2025-12-05T19:27:07.000+0000,005OH00000BFQFGYA5,2025-12-08T15:58:35.000+0000,005OH00000BFQFGYA5,2025-12-08T15:58:35.000+0000,(416)230-0094,(416) 230-0094,performa@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHGxKYAW,False,,24326518,0030A0000029YIhQAM,0010A000002vxlaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T20:33:08.000+0000,False,False,005G0000002gyDJIAY,2025-12-05T20:33:08.000+0000,005G0000002gyDJIAY,2025-12-05T20:33:09.000+0000,005G0000002gyDJIAY,2025-12-05T20:33:09.000+0000,(403)487-0255,,sdeblois@monarchwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHH3oYAG,False,,24322428,0030A0000029dLfQAI,0010A000002w1uQQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T19:31:05.000+0000,False,False,005G0000002gxxjIAA,2025-12-05T19:31:05.000+0000,005G0000002gxxjIAA,2025-12-05T19:31:06.000+0000,005G0000002gxxjIAA,2025-12-05T19:31:06.000+0000,(450)973-2333,(514) 629-1636,hugo.langis@iggpp.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHHmyYAG,False,,24325180,0030A0000029i3UQAQ,0010A000002w5peQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for final authentication,True,2025-12-05T20:34:55.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T20:12:40.000+0000,005OH00000BFPZHYA5,2025-12-05T20:34:55.000+0000,005OH00000BFPZHYA5,2025-12-05T20:34:55.000+0000,(778)668-6876,,mlmabeltam@gmail.com,(604)270-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHHtQYAW,False,,24324867,0030A0000029i3UQAQ,0010A000002w5peQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0016714 -assisted the advisor in resetting her MFA
===========================

Hi Mabel,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T20:30:57.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T20:07:41.000+0000,005OH00000BFPZHYA5,2025-12-05T20:34:42.000+0000,005OH00000BFPZHYA5,2025-12-05T20:34:42.000+0000,(778)668-6876,,mlmabeltam@gmail.com,(604)270-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHHwYYAW,False,,24322320,0030A0000029XrPQAU,0010A000002vxNlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T19:29:28.000+0000,False,False,005OH0000084GETYA2,2025-12-05T19:29:28.000+0000,005OH0000084GETYA2,2025-12-05T19:29:29.000+0000,005OH0000084GETYA2,2025-12-05T19:29:29.000+0000,(905)859-5141,(647) 220-2977,finesseyourfinances@rogers.com,(905)859-8571,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHJAUYA4,False,,24324506,003G0000018f7CiIAI,0010A000002wPGgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration Assistance,Medium,"Lai Ching Wong (b0145)
User is trying to access workspace and is having issue resetting their User ID password
User had not yet registered for a workspace account so I walked them through registration.

Email:
----------
Hello Lai Ching,

Thank you for contacting Workspace Support about registering for a Workspace account.

On the call today, I walked you through the registration process for your workspace account which you would need to access to create your illustrations. In the future, please sign into your Workspace account through this link: https://workspace.canadalife.com/s/login/?language=en_US&ec=302&startURL=%2Fs%2F

Let me know if you have any questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T20:31:37.000+0000,False,False,005OH00000BGf2TYAT,2025-12-05T20:02:21.000+0000,005OH00000BGf2TYAT,2025-12-05T20:31:37.000+0000,005OH00000BGf2TYAT,2025-12-05T20:31:37.000+0000,514-331-5838,,lai-ching.wong@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHJwmYAG,False,,24325707,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T20:20:37.000+0000,False,False,0050A000000Hq5PQAS,2025-12-05T20:20:37.000+0000,0050A000000Hq5PQAS,2025-12-05T20:20:38.000+0000,0050A000000Hq5PQAS,2025-12-05T20:20:38.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHK3KYAW,False,,24328658,0030A0000029X1OQAU,0010A000002vwgbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect-,Medium,"****** DDS***** 12/05/2025
Asa called to request for authenticator to be disconnected and reconnected. DDS authenticated and processed accordingly. 

Ref: KB0021888


****** email chain*****
Hello Amanda, 

      Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T21:25:18.000+0000,False,False,005OH00000BFQFHYA5,2025-12-05T21:07:54.000+0000,005OH00000BFQFHYA5,2025-12-05T21:25:18.000+0000,005OH00000BFQFHYA5,2025-12-05T21:25:18.000+0000,(403)336-2953,(403) 336-2953,november.varga@westernfg.ca,(403)485-2624,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHL0rYAG,False,,24321252,003G0000018f76vIAA,0010A000002wPAFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simpleprotect application issue:,Medium,"*****DDS***** 12/05/2025
User was having issues with a simpleprotect application. DDS did a logmein session with user to get visual and directed user to the proper support path. 




******EMAIL CHAIN******
Hello Wen, 

    It was a pleasure assisting you today, unfortunately there is no way around the issue you are having with the simple protect application, an option would be to submit as is and reach out to client services at 1-888-252-1847 to make the appropriate update. The issue about not being able to add health & lifestyle to the application would have to be referred to your RSA Josee Ledoux at josee.ledoux@gwl.ca or 819 300-1939. Also, with your client not receiving the application, after confirming they don’t have anything form Docusign, please respond to this email and I can get that escalated for you. Thank you. . If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T19:48:38.000+0000,False,False,005OH00000BFQFHYA5,2025-12-05T19:14:22.000+0000,005OH00000BFQFHYA5,2025-12-05T19:53:25.000+0000,005OH00000BFQFHYA5,2025-12-05T19:53:25.000+0000,(514)962-3168,(514) 962-3168,zhouwende@hotmail.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHMY8YAO,False,,24325516,0030A000009MGkhQAG,0010A00000AOMRUQA5,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect app not working properly on user's Ipad.,Medium,"***DDS Dec.5/2025***
User was having an issue with the Simple Protect app as we was using an iPad. I let the user know the system isn't built for usage on tablets. Especially if they're apple products as they default to Safari. Please use a laptop or desktop instead and to use only chrome or edge browsers as safari isn't compatible.

*****Email*****
Hello Matt,

Thanks for contacting the Workspace Support team regarding the issue you are having when trying to do the Simple Protect application on your iPad.

The system isn't built for usage on tablets. Especially if they're apple products as they default to Safari. Please use a laptop or desktop instead and use only chrome or edge browsers as safari isn't compatible.

If you are using Google chrome on your iPad, please follow the steps below to clear your cookies and cache data and close the entire browser once cleared and re-open a new browser.

1. Click the three vertical dots in the top right-hand corner of Google Chrome.
2. From the dropdown click on Settings and then Privacy and Security.
3. From there click on Delete Browsing Data & In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Delete from this device’ to complete

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Take care.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Matt Schieck <matt.schieck@pixelfinancial.ca> 
Sent: December 4, 2025 9:53 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] URGENT SimpleProtect not working - Case - 24325516
Importance: High

Hello, I have run into this issue when trying to do applications on Simple protect on my ipad. I am wondering if you know why this issue is happening and how to fix this? As you can see the screen does not display correctly for me to move forward
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, I have run into this issue when trying to do applications on Simple protect on my ipad. I am wondering if you know why this issue is happening and how to fix this? As you can see the screen does not display correctly for me to move forward with an app.

Thank you!

Matt Schieck
Financial Security Advisor
Pixel Financial Group Inc.
Investment Representative
Quadrus Investment Services Inc.

Office: (519) 505-1209
Fax: (519) 669-9916

www.pixelfinancial.ca

 
A division of Canada Life.

Freedom 55 Financial is now a division of The Canada Life Assurance Company. This change doesn’t affect contracts or policies you may have with us. Learn more at canadalife.com/onecompany or give me a call. All references to London Life in any communications, materials or forms (including any attachments to this email) refer to The Canada Life Assurance Company.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Matt Schieck <mschieck15@gmail.com> 
Sent: December 4, 2025 11:49 AM
To: Matt Schieck <matt.schieck@pixelfinancial.ca>
Subject: SimpleProtect


 

Sent from my iPad",True,2025-12-05T20:17:40.000+0000,False,False,005OH00000BFQFBYA5,2025-12-05T20:17:40.000+0000,005OH00000BFQFBYA5,2025-12-05T20:39:27.000+0000,005OH00000BFQFBYA5,2025-12-05T20:39:27.000+0000,(519)669-9996,(519) 505-1209,matt.schieck@pixelfinancial.ca,(519)669-9916,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHMueYAG,False,,24322867,003OH0000080eouYAA,001OH000009n7PoYAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"Caller Name: KEITH JACKSON
Advisor or support staff: Advisor 
Advisor Code: H8264
Advisor Name: KEITH JACKSON	
Phone: 
Email: KeithJackson@solomonfinancial.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: CAN'T ACCESS/REGISTER FOR WORKSPACE

FINDINGS:

TIMTAM SHOWS WITH 1-1ETZQ1M SHOWS HE REGISTERED USING  KDJE8893 AND DM CONFIRMED THIS IN THE EMAIL THREAD RECEIVED AND THAT HIS USERID IS TIED TO keithjackson79public@gmail.com

checked ISAM AND THE ID IS ACTIVE, KDJE8893@clext TIED TO keithjackson79public@gmail.com 12/5/2025 12:08 PM. ITS ASSOCIATED WITH HIS OLD TERMINATED CODE E8893

FOUND MGA PROFILE WITH kdjfinancial@gmail.com AND HE'S SIGNED INTO IT TODAY
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000002W3ZdYAK%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH0000081amXYAQ%26cntc%3D003OH0000081amXYAQ%26id%3D005OH000002W3ZdYAK

--------------------------------------***DDS  12/05/2025***--------------------------
RESOLUTION: JASON MCCALLUM NOTED IN QUESTION CORNER HE ALREADY SPOKE TO THE ADVISOR AND HELPED THEM.
""I've helped Keith with his issue and he's all good; sorry if I missed a 2nd email in the inboxes somewhere!""
CLOSING MY CASE.
--------------------------------------***DDS  12/05/2025***--------------------------
SENT FOLLOW UP EMAIL BASED ON MY FINDINGS.
ITS POSSIBLE HE'S IN WORKSPACE AND THE CONTRACT HE'S CHECKING IS STILL SHOWING HIS OLD TERMINATED ADVISOR CODE
ALSO IF HE WANTS TO CHANGE THE REPNET USER ID EMAIL, ADVISED HIM TO CONTACT US TO AUTHENTICATE.
--------------------------------------***DDS  12/05/2025***--------------------------
Hello Keith, 

We received the below email from Distribution Methodology to assist you with registering for Workspace MGA access.

I’ve reviewed the emails and checked the system on this end. 

I can see your Advisor code E8893 does show terminated and the new code is H8264 is active and associated with your User ID KDJE8893 and from the emails, I see Distribution Methodology has also confirmed this. 

The only discrepancy is the User ID is tied to your other email keithjackson79public@gmail.com. Do you still have access to this email? If yes, you can update it at your end to your current email by going to Sign in | Canada Life, you will need to know the password tied to the user ID, or you can also re-set it from this page. Alternatively, you can contact us at the number below and we will then authenticate and assist further.

I do see an active Workspace profile with your MGA association, and it shows recent access. Please confirm if this is correct, what email you utilize to access. You also noted when you try to login to Workspace, it indicates the contract is terminated, please provide a screenshot of this message and or the contract # you’re checking so we can review what advisor code is linked to this, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/05/2025***--------------------------
EMAIL RECEIVED FROM DM.
--------------------------------------***DDS  12/05/2025***--------------------------
@CL Workspace Support – are you able to assist the advisor, Keith Jackson with registering for Workspace.

I checked the system and code H8264 is active.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Keith Jackson <KeithJackson@solomonfinancial.ca> 
Sent: December 3, 2025 6:17 PM
To: Matheson, Angela <angela.matheson@hubfinancial.com>
Cc: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>; Flood, Valerie <Valerie.Flood@canadalife.com>; Chanderbhan, Christina <christina.chanderbhan@hubfinancial.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Canada Life advisor code H8264 request for activation code

Thank you, Angela, but unfortunately it still doesn’t work for me. There appears to be some disconnect between Canada Life and workspace because they can’t seem to determine which user selling/advisor code should be associated with the User
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Thank you, Angela, but unfortunately it still doesn’t work for me.

There appears to be some disconnect between Canada Life and workspace because they can’t seem to determine which user selling/advisor code should be associated with the User ID (formerly RepNet ID) KDJE8893, or if I should create a new User ID (formerly RepNet ID) altogether. All indications say it’s associated with my keithjackson79pubilc@gmail.com email address (which is what I used to use to sign on to workspace) and/or BOTH advisor/selling codes E8893 and H8264 but is marked as inactive in the Workspace system. TLDR; Whenever I try to log into workspace, I’m told my contract is terminated. Whenever I try to register my new advisor code or email address, workspace tells me that I’m already registered.

I have started throwing things in every direction in hopes of trying to make something stick but have been met with no response (let alone success) thus far. Please see the following email chain I sent to distribution methodology and workspace support two days ago in response to my original request sent on the 24th; if anyone can please please please please please tell me where I’m doing something wrong and guide me on how to fix it, I’d be so so so so so so incredibly grateful to be the problem and then know how to fix it myself.


From: kdjfinancial@gmail.com <kdjfinancial@gmail.com> 
Sent: December-01-25 4:06 PM
To: 'Distribution Methodology' <Distribution_Methodology@canadalife.com>
Cc: CLWorkspaceSupport@canadalife.com
Subject: RE: activation code required; H8264 - Inactive USER ID Case-23992646

User ID (formerly RepNet ID) KDJE8893, associated with the keithjackson79pubilc@gmail.com email address and advisor/selling code E8893, is marked as inactive in the Canada Life system:
 

I have called and spoken to the service desk on at least 3 different occasions and they told me it was a contract issue, not a workspace/repnet issue. I was told by them that I had to apply for a new contract with Canada Life and was given the new advisor/selling code H8264. I was NOT given an activation code with it which I could use to register a new user ID (formerly RepNet ID), which in turn would be used to register for Workspace. The email address I have registered with Apexa is kdjfinancial@gmail.com and should be the one associated with whatever Canada Life contract I have moving forward.

I have spoken to FHG, the original MGA the KDJE8893 contract was issued through. I have spoken to HUB, my current MGA, through whom the new code has been issued. No one seems to be capable of understanding the problem, let alone solving it.

I am getting incredibly frustrated at not only the process required to get to a place where I can create a single UL illustration (this has been an issue for WEEKS now), but that I should have to re-apply for a contract to replace one that shouldn’t have been terminated in the first place to then be able to get a user ID (formerly RepNet ID) to register for Workspace is absurd, never mind the fact that neither workspace support, contracting, FHG, HUB, nor, it seems, distribution methodology are apparently capable of helping me, even if any are actually willing. (a part of me thinks there must be an office pool on how long this can be dragged out for – this ordeal is comedically facetious to the point of being Kafkaesque). 

I’ll make this easy; I don’t care who does the job, which one they choose to do, or how they choose to do it, but please accomplish one of the following:
-	Reactivate the E8893 contract using the keithjackson79public@gmail.com email address AND SEND ME PROOF IT WILL WORK.
-	Send me the activation code for advisor code H8264 so I can use it to register for a new user ID (formerly RepNet ID) so I can then register for workspace or do whatever else you need to go to get me on it AND PROVE TO ME IT WILL WORK.

Please excuse my flippant demeanour, but I’m quite sick and tired of the 273492 different Canada Life departments involved playing the hot-potato-blame-game when it comes to just accomplishing a single task: GET ME ON WORKSPACE.

Thanks much,
Keith Jackson 

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November-26-25 3:07 PM
To: kdjfinancial@gmail.com
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: activation code required; H8264

Hi Keith.
 
Your user ID is KDJE8893 which is linked to email address 
keithjackson79public@gmail.com

 
When you created your user ID in February 2024, you entered this email address.  We cannot change the information that you created.
 
You will have to call our technical support at 1-800-475-7001 to update the email address associated with the user ID. This is the only way to update the email address associated with their user ID. Our technical support team can help update the email address associated with the user ID.
 
Your email address is correct on our system kdjfinancial@gmail.com
 
You will be able to register for Workspace.",True,2025-12-05T20:24:48.000+0000,False,False,005OH00000AUS7aYAH,2025-12-05T19:37:21.000+0000,005OH00000AUS7aYAH,2025-12-05T20:24:48.000+0000,005OH00000AUS7aYAH,2025-12-05T20:24:48.000+0000,(780)217-5913,,kdjfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHNKVYA4,False,,24329183,003OH00000Bk3RGYAZ,001OH00000E6ge7YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1283,Medium,"User was receiving error message when he attempted to resend the password he was not getting the link.
KB0017399 - Authenticated (rotation 2) - reset password successful 

Code: H0498
Email: egadesal15@gmail.com 

***************************************************************
Good afternoon, Eswaran

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace log in!
 
I'm glad I was able to assist you with resetting your password so you can successfully sign into Workspace. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T21:24:18.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T21:16:31.000+0000,005OH00000BG5v4YAD,2025-12-05T21:24:18.000+0000,005OH00000BG5v4YAD,2025-12-05T21:24:18.000+0000,(647)865-9465,,egadesal15@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHPAvYAO,False,,24322141,003OH00000YEhUgYAL,001OH00000h7ydMYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T19:26:43.000+0000,False,False,0055o000002DK5fAAG,2025-12-05T19:26:43.000+0000,0055o000002DK5fAAG,2025-12-05T19:26:44.000+0000,0055o000002DK5fAAG,2025-12-05T19:26:44.000+0000,(647)880-5128,,ryan.fiotakis@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHPNpYAO,False,,24322172,003G0000018f7TpIAI,0010A000002wPaPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User got a new phone and wants to reset her authenticator. 
KB0020738- Authentication - rotation 2 

Email: mandy@theinsuranceman.ca 
Code: W2488
Code: W2206

************************************************************
Good afternoon, Mandy

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to both your MGA and direct Workspace account. During Workspace login it will now request a confirmation through the Microsoft Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T19:53:24.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T19:27:11.000+0000,005OH00000BG5v4YAD,2025-12-05T19:53:24.000+0000,005OH00000BG5v4YAD,2025-12-05T19:53:24.000+0000,(613)824-8335,(613) 852-2521,tim@palladiuminsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHR9XYAW,False,,24324981,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Application,Medium,"User is selecting on ""Policy- for client records"" but then is prompted with a message ""'Policy-for-your-records-..""is protected. Please enter a Document Open Password. 
Advised to contact New business coordinator 

Email: brianesler@shaw.ca 

********************************************************
Good afternoon, Brian 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your application!
 
Regarding the document open password being requested for the “Policy for your records” please contact the New Business Coordinator Anna Ho as listed on the application. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T20:26:25.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T20:09:30.000+0000,005OH00000BG5v4YAD,2025-12-05T20:26:25.000+0000,005OH00000BG5v4YAD,2025-12-05T20:26:25.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHRHdYAO,False,,24328256,003OH00000Syv0DYAR,001OH00000ZHNSeYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"KB0018402  -  Advisor was able to register to workspace for MGA access. advise to give i 24 to 48 hours for everything to kick in.
===================

Hi Benjamin,

Thank you for calling the workspace support about registering to workspace specific to your MGA access.

We have identified that you do have access to a direct solution but specifically wanted to have an access for MGA. We can confirm that you already created your user id, and you were able to register to workspace successfully. Please keep in mind that all features will work perfectly after 24 to 48 hours.

Appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T21:24:24.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T21:01:31.000+0000,005OH00000BFPZHYA5,2025-12-05T21:33:17.000+0000,005OH00000BFPZHYA5,2025-12-05T21:33:17.000+0000,(204)926-7588,,ben@wpg-plan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHRKoYAO,False,,24323692,003OH00000V8WX7YAN,0015o000008CysDAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User asked if they can obtain REQ pdf documents as part of the CRM decommission,Medium,"Issue: User asked if they can obtain REQ pdf documents as part of the CRM decommission
Advisor or Support Staff: support staff 
Email: mpstvincent@fisc-fin.com
KBA:  KB0021997 
Findings/troubleshooting: see below


=====================emails===================


Bonjour Marie-Pier, 

Je crois que la meilleure façon de répondre a votre besoin, tout en s’assurant que le compte du conseiller reste sous sa gestion (ce qui permet de respecter les règles de conformité), serait que le conseiller accorde une delegation a la personne qui l’aidera pour faire le téléversement des fichiers.  

J’ai joint la procedure ici bas. Si vous avez des questions sur cette procedure, n’hesitez pas a nous renvoyer un courriel. 

Créer une délégation

• Cliquez sur vos initiales dans le coin supérieur droit, cliquez sur « Mes paramètres » :


• Sous l'onglet ""Gérer les délégués"", sélectionnez le bouton ""Ajouter des délégués"" sur le côté droit 


• Entrezcl'adresse courriel de la personne que vous souhaitez ajouter en tant que délégué, puis sélectionnez Tous les clients ou certains clients auxquels vous souhaitez donner accès et finalement, choisissez si vous souhaitez fournir un accès de type Lecture seule ou Modification au délégué de votre choix:
 
Veuillez mentionner au conseiller que si vous avez besoin de modifier les détails du client, il devra vous accorder une délégation ""Modification"".

Svp nous faire savoir s'il y a autre chose que nous pouvons vous aider.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

From: Tikelaline, Adel <Adel.Tikelaline@conseilscanada.com> 
Sent: Thursday, January 15, 2026 9:08 AM
To: St-Vincent, Marie-Pier <mpstvincent@fisc-fin.com>; Workspace Support <WorkspaceSupport@canadalife.com>; Hira, Kay <Kay.Hira@canadalife.com>
Cc: Blais, Sylvain <sblais@fisc-fin.com>
Subject: Reconfiguration de l’application d’authentification - C24323692

Bonjour Marie-Pier,
Je comprends très bien votre objectif et les circonstances. Concernant le numéro de téléphone associé dans le cadre d’Espace Affaires, la technologie repose uniquement sur un lien avec une application mobile d’authentification ou via une extension pour le navigateur et non un numéro de téléphone et ceux pour une meilleure sécurité.
Si jamais il faut reconfigurer l’application sur un autre appareil, le premier doit être dissocié avant que le nouveau puisse être configuré, comme indiqué dans le document PDF sur la configuration de l’Authentificateur SF.
S’il faut dissocier l’appareil initial, il faudra absolument contacter le support Espace Affaires et ensuite cela permettre la configuration d’un autre par la suite :  au 1 800 475-7001.  
Liens sur la foire a quesiton au sujet d’authentification multifacteur : FAQ sur l’authentification multifacteur pour l’Espace affaires

Cordialement,


Bonjour Adel,

Nous souhaitons éviter la lourde tâche pour le conseiller de télécharger individuellement chaque document soumis via « submit document ». Il est aussi assez âgé et peu à l’aise avec la technologie.

C’est pour cela que nous souhaiterions dans la mesure du possible non pas ajouter un appareil pour la double authentification mais bien modifier le numéro de téléphone/utilisateur associé à la double authentification. Est-ce qu’une telle mesure serait possible? Qui serait la personne ressource à contacter pour modifier cela?

Je vous remercie et vous souhaite une agréable journée


Bonjour Marie-Per,
Concernant la double authentification, il est impossible d’avoir plus d’un appareil par compte Espace Affaires pour autoriser l’accès. Seul le conseiller peut accorder l’accès via les applications mobiles autorisées ou l’application sur le navigateur. 
Techniquement, lors de l’achat des clients par le conseiller en question, les documents soumis via la fonction « Soumettre un document » pourront être demandés individuellement et non en groupe, comme indiqué dans le dernier courriel.
Si les conseillers ont obtenu des copies d’extraction CRM Espace Affaires incluant des fichiers provenant de leur utilisation de la composante CRM (fonction « Téléverser un document »), je présume que ces extractions vous seront remises pour vos dossiers lors des achats des clients concernés.
Cordialement,

Bonjour Adel,

Merci pour votre réponse.

Qu’en est-il de l’accès double identification? Pouvons-nous le reprogrammer avec un autre utilisateur/numéro de téléphone pour la vérification afin d’entrer dans le Workspace?

Je vous remercie et au plaisir!


Bonjour Marie- Pier ,

Voici une version corrigée et claire de votre phrase :

Pour répondre à votre question : les documents soumis via la fonction « Soumettre un document » restent toujours disponibles sur les serveurs de Canada Vie et ne font pas partie de l’extraction des données CRM. Seuls les fichiers envoyés via la fonction « Téléverser un document » seront inclus dans l’extraction disponible pour chaque conseiller.
J’espère que cela répond à votre demande ?



Bonjour,

Merci beaucoup pour votre réponse.

Pourriez-vous me confirmer que les documents soumis via « submit documents » resteront visibles sur le Workspace après février 2026 et pour toujours? Ce qui complique la migration des données dans notre cas est le fait que nous achetons en simultané une clientèle existante d’un autre conseiller Canada Vie. 

À mes yeux, l’objectif serait de conserver les informations de connexion Workspace du conseiller de qui nous achetons la clientèle afin d’être en mesure d’accéder à ses documents soumis via « submit documents » au besoin à l’avenir. La seule barrière que je vois concernerait la double authentification, qui oblige à confirmer l’accès au Workspace avec téléphone ou ordinateur. Est-ce possible de changer les informations de l’authentifiant afin que si mon équipe souhaite accéder au Workspace du conseiller de qui nous achetons la clientèle, que nous pouvons valider l’authentification avec l’ordinateur ou le téléphone de l’un de nos membres de l’équipe?

Je comprends que mes questions semblent assez complexes. Probablement qu’une réunion Teams permettrait d’aller droit au but. Auriez-vous des disponibilités au courant des prochains jours pour aborder le tout?

Je vous remercie à l’avance pour votre collaboration et demeure disponible si vous avez beso

Bonjour Marie-Pier, 

Malheureusement il n’y aucun moyen connu de télécharger plusieurs PDFS de demandes de services depuis Espace affaires. Il vous faudra donc manuellement accéder à chaque client et télécharger chaque pdf. 

Il n’y a pas non plus de moyen de contournement qui pourrait vous aider.

Bonne fin de journée. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 

  

From: Marie-Pier St-Vincent <mpstvincent@fisc-fin.com> 
Sent: Monday, December 8, 2025 12:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Tikelaline, Adel <Adel.Tikelaline@conseilscanada.com>; Hira, Kay <Kay.Hira@canadalife.com>
Subject: [EXT] RE: Clarification concernant la technologie utilisée pour la décommissions - C24323692

Bonjour Carl, Merci beaucoup pour votre réponse. Y-a-t ’il un moyen pour le conseiller de télécharger rapidement plusieurs PDFs de demandes de services pour plusieurs clients en même temps ou devra-t-il ouvrir chaque fiche client sur Workspace
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Bonjour Carl,

Merci beaucoup pour votre réponse.

Y-a-t ’il un moyen pour le conseiller de télécharger rapidement plusieurs PDFs de demandes de services pour plusieurs clients en même temps ou devra-t-il ouvrir chaque fiche client sur Workspace afin de télécharger manuellement les fichiers ?

À défaut, quelles seraient vos recommandations ? Serait-il possible de configurer l’accès Workspace du conseiller afin que sa connexion puisse être liée à la nôtre ou bien de fusionner ses données clients avec les nôtres?

Je vous remercie et vous souhaite une excellente journée,


Bonjour Marie-Pier, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.

Tel que mentionné dans le courriel d’Adel, les documents soumis via les fonctions « Soumettre les documents » ou « Soumettre une nouvelle application » ne font pas partie de l’extraction GRC.

Ces fichiers ne sont pas inclus dans le téléchargement de vos données GRC, car ils suivent un processus distinct. Ils demeurent accessibles dans Espace Affaires même après la suppression des fonctionnalités GRC, puisqu’ils sont stockés en toute sécurité sur les serveurs de Canada Vie pour le traitement par le siège social.

Si vous souhaitez récupérer ces documents, vous devrez communiquer avec le conseiller qui vous transfère ses clients et lui demander de télécharger lui-même les fichiers PDF liés à ces demandes de service, puis de vous les transmettre. Il n’existe pas d’option d’exportation massive pour ces fichiers.

Bonne journée. 

J’espère que vous êtes satisfait de la façon dont je vous ai aidé aujourd’hui. Pour m’assurer que je réponde à vos attentes, j’aimerais vraiment que vous répondiez à ce bref sondage de satisfaction : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  



From: Tikelaline, Adel <Adel.Tikelaline@conseilscanada.com> 
Sent: Thursday, December 4, 2025 6:01 AM
To: St-Vincent, Marie-Pier <mpstvincent@fisc-fin.com>; Hira, Kay <Kay.Hira@canadalife.com>
Cc: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Subject: Clarification concernant la technologie utilisée pour la décommissions

Bonjour Marie-Pier,
À ma connaissance, la technologie utilisée par l’équipe du projet de décommissionnement est uniquement conçue pour l’extraction des champs CRM-GRC de l’Espace Affaires. Elle ne permet pas de récupérer les documents transmis via la fonction « Soumettre les documents ».
Comme vous l’avez bien expliqué dans votre réponse, cette fonctionnalité demeure active après l’arrêt du GRC, et les documents liés à « Soumettre les documents » continuent d’être stockés sur les serveurs de la Canada Vie.
Je vous suggère de communiquer directement avec le soutien de l’Espace Affaires afin de vérifier s’il existe une possibilité d’obtenir un export massif des documents pour les Conseils avenir. Ils pourront ainsi vous fournir une confirmation finale à ce sujet.
Soutien Espace Affaires Soutien_EspaceAffaires@canadavie.com

Cordialement,


Adel Tikelaline   (Il) (Lui) (He|Him)
Technologie solution partner | Partenaire Solutions technologiques
AC Advisor Experience  |  Expérience des  conseillers
Adel.Tikelaline@conseilscanada.com |  +1 418-622-6808
Adel.Tikelaline@advicecanada.com   |  +1 418-622-6808


 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Marie-Pier St-Vincent <mpstvincent@fisc-fin.com> 
Sent: December 2, 2025 12:09 PM
To: Tikelaline, Adel <Adel.Tikelaline@conseilscanada.com>; Hira, Kay <Kay.Hira@canadalife.com>
Subject: [EXT] RE: AAP : Canada Life - CRM Data migration procedure

Bonjour Adel, Merci beaucoup pour votre réponse. Merci beaucoup à Kay également! En parallèle de notre propre migration de données CRM via Workspace, nous procédons aussi à l’intégration des clients d’un autre conseiller utilisant lui aussi
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Bonjour Adel,

Merci beaucoup pour votre réponse. Merci beaucoup à Kay également!

En parallèle de notre propre migration de données CRM via Workspace, nous procédons aussi à l’intégration des clients d’un autre conseiller utilisant lui aussi un CRM via Workspace. Nous devons donc gérer simultanément notre migration et la sienne.

Pour notre équipe, le téléchargement des données CRM devrait bien s’exécuter. En effet, tous nos documents soumis via « Soumettre des documents » ou « Soumettre une nouvelle demande », même s’ils ne sont pas inclus dans le download, ont déjà été enregistrés au préalable sur notre Drive d’entreprise. Ce n’est donc pas très graves qu’ils ne soient pas inclus dans le download de data. Par contre, le conseiller de qui nous acquérons de nouveaux clients via le Workspace qui doit également procéder au download et migration data n’a aucun backup des documents qu’il a préalablement soumis via « Soumettre des documents » ou « Soumettre une nouvelle demande ». Ces documents n’étant pas inclus dans le download des données via Workspace, je suis inquiète en regard aux prochaines étapes. J’aimerais vous demander des conseils ou des recommandations en regard à cette situation.

Nous souhaitons éviter autant que possible un travail manuel consistant à télécharger individuellement chaque document soumis via « Soumettre des documents » ou « Soumettre une nouvelle demande ». Il s’agit de plusieurs centaines de nouveaux clients concernés par le processus, ce qui pourrait entraîner un travail extrêmement lourd. Avez-vous des suggestions, ressources ou bonnes pratiques pour nous aider à gérer cette situation de manière efficace?

Je vous remercie et vous souhaite une agréable journée!  



 
	
Marie-Pier St-Vincent
M. Sc., B.A.A
Analyste Financière
110-6455, rue Doris-Lussier, Boisbriand (Qc) J7H 0E8
Bur : 514-375-7000		

www.fiscalite-financiere.com
	


From: Tikelaline, Adel <Adel.Tikelaline@conseilscanada.com> 
Sent: 12 novembre 2025 08:52
To: Hira, Kay <Kay.Hira@canadalife.com>; Marie-Pier St-Vincent <mpstvincent@fisc-fin.com>
Cc: Sylvain Blais <sblais@fisc-fin.com>
Subject: RE: AAP : Canada Life - CRM Data migration procedure

Bonjour Marie-Pier,
Je me permets de répondre directement en français, car je le peux :) 

Kay a très bien fourni les ressources pour comprendre les changements, ainsi que des aides de travail pour comprendre la structure des fichiers et comment les auditer.

Pour répondre directement au point que tu souhaites confirmer :

1.	Le fichier .csv contient tous les éléments associés aux champs qui sont décommissionnés de la fonction CRM d’Espace Affaires, notamment : 
o	Contacts du compte (vos clients)
o	Pistes
o	Clients éventuels
o	Actifs
o	Personnes-ressources de l’entreprise
o	Événements / réunions
o	Membres de la famille
o	Fichiers
o	Opportunités
o	Tâches
o	Champs définis par l’utilisateur

Elles sont au format CSV car elles sont conçues pour être directement intégrées dans un autre CRM et permettre de remplir les informations via les outils de migration respectifs, développés par chaque fournisseur de CRM (GRC).

2.	Concernant le second point au sujet des fichiers :

Ils sont identifiés par un numéro unique dans les dossiers décompressés. Toutefois, un fichier CSV nommé NomDuFichier.csv indique directement le nom du client associé à ce numéro unique. Cela devrait faciliter le travail d’audit ainsi que celui de votre partenaire CRM (GRC) pour migrer les fichiers plus facilement vers la nouvelle plateforme de votre choix.

Au niveau des fichiers inclus dans l’extraction vs ceux qui restent dans l’Espace affaires :
Ce qui n’est pas inclus :

•	Les fichiers soumis via « Soumettre des documents » ou « Soumettre une nouvelle demande » (identifiés par « REQ » dans le nom du fichier et qui resteront dans l’Espace affaires).
•	Les fichiers envoyés par courriel au siège social.

Le siège social conserve une copie de ces fichiers.



Il faut également savoir qu’aucune aide de travail ne détaille le processus de migration des données, car celui-ci est propre à chaque CRM. Les équipes techniques de la Canada Vie ont fourni des échantillons fictifs, structurés exactement comme le produit final remis aux conseillers, afin que ceux-ci puissent se familiariser avec la structure des fichiers et développer leurs outils de migration pour faciliter le travail le moment venu.

Dans ce courriel, j’inclurai l’aide de travail disponible sur le site mentionné dans la réponse de Kay qui se nomme : Comprendre vos données de l’outil GRC .
Dans ce courriel, j’inclurai l’aide de travail disponible sur le site mentionné dans la réponse de Kay, intitulée « Comprendre vos données de l’outil GRC ». Vous y trouverez tous les détails concernant les fichiers et la façon de les valider par rapport au contenu dans l’Espace affaires.

Merci, et j’espère que cela clarifie la situation. N’hésitez pas à participer à la dernière session d’information sur la décommission de la fonction GRC dans l’Espace affaires. Kay a inclus les liens pour s’inscrire dans sa réponse.
Cordialement.

Adel Tikelaline   (Il) (Lui) (He|Him)
Technologie solution partner | Partenaire Solutions technologiques
AC Advisor Experience  |  Expérience des  conseillers
Adel.Tikelaline@conseilscanada.com |  +1 418-622-6808
Adel.Tikelaline@advicecanada.com   |  +1 418-622-6808

From: Hira, Kay <Kay.Hira@canadalife.com> 
Sent: November 11, 2025 4:22 PM
To: St-Vincent, Marie-Pier <mpstvincent@fisc-fin.com>; Tikelaline, Adel <Adel.Tikelaline@conseilscanada.com>
Cc: Blais, Sylvain <sblais@fisc-fin.com>
Subject: RE: AAP : Canada Life - CRM Data migration procedure

Hi Adel

Are you able to provide further clarification to Marie-Pier please
They are AAP firm - FISCALITE FINANCIERE ST-VINCENT

Thanks

Kay Hira  ACS  CSC
Business Development Consultant I Advanced Advisor Practices
Kay.Hira@canadalife.com I 416-756-8680    

 
From: Marie-Pier St-Vincent <mpstvincent@fisc-fin.com> 
Sent: November 11, 2025 3:53 PM
To: Hira, Kay <Kay.Hira@canadalife.com>
Cc: Blais, Sylvain <sblais@fisc-fin.com>
Subject: [EXT] RE: AAP : Canada Life - Data migration procedure

Hi Kay, Thank you so much for your response. If I understand correctly, based on the resources below, the data download consists of 2 parts CSV files containing CRM client data (KYC informations inside designated boxes) All the files that were

Hi Kay,

Thank you so much for your response.

If I understand correctly, based on the resources below, the data download consists of 2 parts
1.	CSV files containing CRM client data (KYC informations inside designated boxes)
2.	All the files that were manually uploaded

Could you confirm this? Does that mean we’ll have to manually upload the client documents into the new CRM one by one? Also, could you clarify what you mean by “excluded are the files that they uploaded during the “Submit Documents” function”? Sorry if my question sounds a bit basic, I’m French and just want to make sure I’m understanding everything accurately!

Sincerely,



 
	
Marie-Pier St-Vincent
M. Sc., B.A.A
Analyste Financière
110-6455, rue Doris-Lussier, Boisbriand (Qc) J7H 0E8
Bur : 514-375-7000		

www.fiscalite-financiere.com
	

From: Hira, Kay <Kay.Hira@canadalife.com> 
Sent: 11 novembre 2025 13:40
To: Marie-Pier St-Vincent <mpstvincent@fisc-fin.com>
Cc: Sylvain Blais <sblais@fisc-fin.com>
Subject: RE: AAP : Canada Life - Data migration procedure

Hi Marie-Pier

Yes, the data has been extracted for upload to a new CRM.  There are two types of files Advisor’s receive in their download.  They receive all of the files they manually uploaded, excluded are the files that they uploaded during the “Submit Documents” function.  The second type are CSV files that are formatted and aligned to clients using an account ID.

Here are the resources to review the project and job aids for downloading and validating your data. 

Resources on upcoming changes to Workspace's CRM function

Choosing a new CRM tool

I hope this answers your question.

Thanks

Kay Hira  ACS  CSC
Business Development Consultant I Advanced Advisor Practices
Kay.Hira@canadalife.com I 416-756-8680  

From: Marie-Pier St-Vincent <mpstvincent@fisc-fin.com> 
Sent: November 11, 2025 12:54 PM
To: Hira, Kay <Kay.Hira@canadalife.com>
Cc: Blais, Sylvain <sblais@fisc-fin.com>
Subject: [EXT] RE: Canada Life - Data migration procedure

Hi Kay, Thank you for your detailed response. I was indeed talking about Workspace CRM data. Can you confirm that applying the steps described below will allow us to extract CRM data from Canada Life and will allow us to export them into another

Hi Kay,

Thank you for your detailed response. I was indeed talking about Workspace CRM data.

Can you confirm that applying the steps described below will allow us to extract CRM data from Canada Life and will allow us to export them into another CRM (for example Equisoft)? If you have any more procedures/documents please feel free to send them to me.

Thank you for your collaboration and wishing you a beautiful day!



 
	
Marie-Pier St-Vincent
M. Sc., B.A.A
Analyste Financière
110-6455, rue Doris-Lussier, Boisbriand (Qc) J7H 0E8
Bur : 514-375-7000		

www.fiscalite-financiere.com
	


 	
 	 	 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Hira, Kay <Kay.Hira@canadalife.com> 
Sent: 10 novembre 2025 15:16
To: Marie-Pier St-Vincent <mpstvincent@fisc-fin.com>
Subject: RE: Canada Life - Data migration procedure

Hello Marie-Pier
 
Do you mean Workspace CRM data ? Please find the information below :
 
Get ready to Download your CRM data :
Before your CRM data is ready for you to download, Canada Life will send you an email to notify you your data will be ready in a couple weeks and then another email when your data is ready to download. However, you can begin preparing for your data download by reviewing these resources.
 
Register for an information session :
Hosted by a technology solutions partner, each session will cover:
•	When you’ll get your data
•	How you can prepare for your data extraction from Workspace
•	Next steps and who you can go to for help throughout the change
 
Sessions will be recorded so you can review the recording if you’re unable to attend. To register, access the link for the session you’d like to attend.
•	November 12, 1 p.m. ET
•	November 26, 1 p.m. ET
 
Prepare your CRM data in Workspace
Ensure your support staff has converted all your leads to prospects in Workspace and that you’ve switched the ownership for these prospects to the servicing advisor. This will ensure we’re able to extract all your data. 
Review your CRM data in Workspace for accuracy. You may also want to consider identifying which clients no longer fit your target market. 
How to download and review your CRM data
To access and download your CRM data, follow the instructions here. 
Need help making sense of your extracted data files? Refer to this job aid.
If you’d like to check the accuracy of your extracted CRM data, follow these instructions to get a list of your in-force clients from Workspace.
 
How to download and Review your CRM data :
To access and download your CRM data, follow the instructions here.  
Need help making sense of your extracted data files? Refer to this job aid. 
If you’d like to check the accuracy of your extracted CRM data, follow these instructions to get a list of your in-force clients from Workspace.
 
Need help? 
Review the resources here, including frequently asked questions. If you need help downloading your data extraction or have questions about Workspace, contact Workspace Support.  
 
What’s changing :
We’re removing CRM functionalities from Workspace. This means advisors and their delegates won’t be able to see, enter or save the following in Workspace:
•	Leads
•	Opportunities
•	Meetings (events)
•	Tasks, notes
•	User defined fields
•	Family members
•	External products
•	CRM field labels (for example, smoking status, power of attorney)
•	Buy/sell CRM information
•	File upload
 
 
Hope this helps
 
Thanks
 
Kay Hira  ACS  CSC
Business Development Consultant I Advanced Advisor Practices
Kay.Hira@canadalife.com I 416-756-8680    
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Administration - access Relay for fast answers to your wealth and insurance forms, contacts and process questions. Watch this video to learn more about Relay
Wealth Tools - access the Wealth process toolkit for investment tools and training options
Canada Life Illustrations - Inforce
Canada Life Illustrations - Learning and support
 
From: Marie-Pier St-Vincent <mpstvincent@fisc-fin.com> 
Sent: November 10, 2025 3:08 PM
To: Hira, Kay <Kay.Hira@canadalife.com>
Subject: [EXT] Canada Life - Data migration procedure
 
Hi Mrs. Hira, I hope you are well. I’m looking to obtain the data migration procedure from Workspace Canada Life. Would you happen to know where I could find this procedure? Thank you very much and wishing you a beautiful day, Marie-Pier
Hi Mrs. Hira,
 
I hope you are well.
 
I’m looking to obtain the data migration procedure from Workspace Canada Life. Would you happen to know where I could find this procedure?
 
Thank you very much and wishing you a beautiful day,
 
 
 
 
 	 
Marie-Pier St-Vincent
M. Sc., B.A.A
Analyste Financière
110-6455, rue Doris-Lussier, Boisbriand (Qc) J7H 0E8
Bur : 514-375-7000		

www.fiscalite-financiere.com
	


 	 
 	 	 

 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T21:06:47.000+0000,False,False,0055o000001zVCKAA2,2025-12-05T19:49:58.000+0000,0055o000001zVCKAA2,2026-01-15T18:31:37.000+0000,0055o000001zVCKAA2,2026-01-15T18:31:37.000+0000,(514) 375-7000,,mpstvincent@fisc-fin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHSIUYA4,False,,24322975,0030A0000029fVaQAI,0010A000002w3gDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected caller- Policy related question,Medium,Advisor needed help for filling out 2 application together in NB so they apply discount. They are informed to contact RSA. Phone number provided.,True,2025-12-05T19:46:28.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T19:38:50.000+0000,005OH00000BFiyTYAT,2025-12-05T19:46:29.000+0000,005OH00000BFiyTYAT,2025-12-05T19:46:29.000+0000,(613)723-7200,,domenico.cellucci@ig.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHSggYAG,False,,24322963,003OH00000Ye0FSYAZ,001OH00000hxHDnYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration error W1510 -INC1928792,Medium,"*** DDS 09DEC2025 ***
provided user with correct registration link (old flow) and they are reporting ERR-W2303 

*** DDS 09DEC2025 ***
DAS applied fix, advised user they can proceed with registration and to call if they have issues

*** DDS05DEC2025 ***
INC1928792 submitted - over 48hrs since user id created

Advisor is trying to register for workspace but they are getting above error code. Called assist line and issue has been escalated to the 2nd level support

-------------------

Hello Omari,

Thank you for following up. You still need to complete your account registration before you will be able to login. Please go to this link: Register and enter your User ID that you created last week and the password and follow the prompts. If you continue to experience issues, please give us a call at the number below and we would be happy to assist further. Let me know if you have any questions.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Omari Fraser <omari.fraser.of@gmail.com> 
Sent: December 9, 2025 8:35 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace registration issue - INC1928792

I appreciate your help in getting my account registered. I just tried to log in, and I am getting these errors. Do I need to wait to let the system refresh? On Tue, Dec 9, 2025 at 6: 15 AM CL Workspace Support <CLWorkspaceSupport@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I appreciate your help in getting my account registered. I just tried to log in, and I am getting these errors. Do I need to wait to let the system refresh?

  

Good morning Omari,

We have heard back from our Digital Hub team, a fix has been applied, and you should now be able to move forward with your Workspace account registration. Please let me know if you have any questions and if you run into any further issues, please give us a call at the number below as our team is happy to assist.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
------------------------------

Hello Omari,

Thank you for contacting Workspace Support regarding your Workspace account registration issue. We have escalated the issue to our Digital Hub team for investigation and we will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T19:46:50.000+0000,False,False,005OH000006wv2TYAQ,2025-12-05T19:38:40.000+0000,005OH00000BFiyTYAT,2025-12-09T18:52:49.000+0000,005OH000006wv2TYAQ,2025-12-09T18:52:49.000+0000,(403)467-2306,,omari.fraser.of@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHT9kYAG,False,,24325704,0030A0000029ZSLQA2,0010A000002vyj9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T20:20:36.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T20:20:36.000+0000,005OH000004Ir1xYAC,2025-12-05T20:20:36.000+0000,005OH000004Ir1xYAC,2025-12-05T20:20:36.000+0000,(403)850-7772,,amcg@telusplanet.net,(403)203-0078,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHTBKYA4,False,,24324409,0030A000006RfFzQAK,0010A000007Myk9QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup on new phone,Medium,"Ann Lucente
f8025
Advisor needed help for disconnecting and setting up new authenticator.  After authentication, called them back and setup new one.

Hello Ann,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for disconnecting the authenticator and setup authenticator. After verification, I called you back on the number we have on file, disconnected the authenticator, and help you to setup new one. You were able to login successfully. Please follow this link to enable notifications in salesforce authenticator Control notifications on Android - Android Help.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T20:21:02.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T20:00:51.000+0000,005OH00000BFiyTYAT,2025-12-05T20:21:02.000+0000,005OH00000BFiyTYAT,2025-12-05T20:21:02.000+0000,(226)280-7343,(226) 280-7343,alucente@stewartfisher.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHTjGYAW,False,,24326359,0030A0000029nzSQAQ,0010A000002wAkSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for Workspace,Medium,"•	Reason for call: Register for WS as MGA
Authentication: Yes/No, which rotation: Yes Dec Rotation
•	Troubleshooting steps completed: n/a
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Authentication

====================
Bonjour Pierre, 

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à vous inscrire à Workspace. 

Votre avis compte. Faites-nous savoir ce que vous pensez de la qualité du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T20:30:39.000+0000,False,False,005OH00000BFQFGYA5,2025-12-05T20:30:39.000+0000,005OH00000BFQFGYA5,2025-12-05T20:32:21.000+0000,005OH00000BFQFGYA5,2025-12-05T20:32:21.000+0000,(514)526-1744,,docfortin@videotron.ca,(514)526-8520,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHTmbYAG,False,,24328687,0030A0000029jzMQAQ,0010A000002w7OqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:08:16.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T21:08:16.000+0000,005OH000004Ir1xYAC,2025-12-05T21:08:17.000+0000,005OH000004Ir1xYAC,2025-12-05T21:08:17.000+0000,(403)213-3214,,gordon.cade@iainvestia.ca,(403)213-3219,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHTrJYAW,False,,24325214,0030A0000029XC7QAM,0010A000002vwq8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Good morning Christine,

Thank you for your response.

The client listing provided is our most up-to-date reporting format available to us to source data and do not contain commission details. For commission related inquiries, please reach out to Contracts&Compensation@canadalife.com.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Christine Kessel <ckessel@sasktel.net> 
Sent: December 9, 2025 5:37 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Client Listing Request /Case24325214

Thanks for this listing. I’m actually looking for a report that will show the commissions paid on each client’s product. I’m in the process of transferring my book of business to another advisor as I'm retiring and need to have something to
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thanks for this listing.  I’m actually looking for a report that will show the commissions paid on each client’s product.

I’m in the process of transferring my book of business to another advisor as I'm retiring and need to have something to determine the value.

Regards,

Christine


> On Dec 5, 2025, at 2:14 PM, BusinessReporting <BusinessReporting@canadalife.com> wrote:
> 
> <Mail Attachment><Mail Attachment><Mail Attachment>



Hi Christine,

As mentioned in my previous email, please see below for your password-protected Excel file:
9SAN8SDPX4

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Christine,

Our team received your request for 14187 Wealth and Insurance Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hello team,
Please assist.
Thanks,
Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 | Email: Nnedinma.Uche@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com> 
Sent: Thursday, December 4, 2025 2:57 PM
To: AN Contracts and Compensation Workflow System 
Subject: FW: [EXT] Client Profitability report
________________________________________
From: Christine Kessel <ckessel@sasktel.net>
Sent: Thursday, December 4, 2025 8:56:15 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>
Subject: [EXT] Client Profitability report
I’m looking at fully retirement by year end. Please provide me with a book of business listing along with a Client Profitability Report. My advisor code is #14187. Please provide as soon as possible. Thanks! Christine Kessel (306) 536-7139 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 
ZjQcmQRYFpfptBannerEnd
I’m looking at fully retirement by year end.  Please provide me with a book of business listing along with a Client Profitability Report. My advisor code is #14187.
 
Please provide as soon as possible.
 
Thanks!
 
Christine Kessel
(306) 536-7139",True,2025-12-05T20:13:24.000+0000,False,False,005OH0000071DK9YAM,2025-12-05T20:13:24.000+0000,005OH0000071DK9YAM,2025-12-10T15:02:08.000+0000,005OH0000071DK9YAM,2025-12-10T15:02:08.000+0000,(306)536-7139,,ckessel@sasktel.net,(306)536-7139,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHVYAYA4,False,,24326689,0035o000005fTDRAA2,0015o000006EIOuAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Dec 5th, 2025 ***
User wants to access Workspace account. There is none, and he has no active code indicated on our side. So suggested him to contact MGA for the advisor code, then send message to DM to register and follow steps in email.
=============
Good morning Anthony,

It was a pleasure speaking with you today to help you register to your Workspace account.

To register for an account, you would need your Advisor Code (also called Producer code, Selling code or Compensation code). If you are not sure what it is, you can contact your MGA or National Account leadership, or any documentation around commissions with Canada Life.

Once you have that advisor code, you can send an email to distribution_methodology@canadalife.com with your full name and advisor code to request a pre-registration letter.
 
Once you receive the letter, these would be the steps to create your username:
 
Step 1: Go to Workspace login page (workspace.canadalife.com)
Step 2: Select ""Register""
Step 3: Select ""Create your User ID"" in red
Step 4: You will end up on this page below. You can leave the fields empty and click ""Register""
 
  
 
Step 5: On the page below, you will verify your information:
•        Confirm your first and last name.
•        Confirm your advisor code for this new account.
•        Confirm your activation code (found on email from Distribution Methodology)
 
 
   
 
After that, you will create a username (ex: YourName123), a password and choose a security question. When that is done, you will have to wait 48 hours before signing in your Workspace account.
 
If you have any question, don’t hesitate to reach out and we will gladly help.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T20:45:01.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-05T20:35:47.000+0000,005OH00000AbJ7aYAF,2025-12-05T20:49:34.000+0000,005OH00000AbJ7aYAF,2025-12-05T20:49:34.000+0000,(450)973-2333,,anthony.damato@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHWArYAO,False,,24326873,003OH00000RiH5jYAF,001OH00000XgyT4YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policies inquiry,Medium,"Caller Name: Loralee Hauber
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Loralee Hauber	
Phone: 905-844-1412 x 300
Email: Loralee.hauber@cfpinc.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: – I need to access the detailed information about these policies and do not have access either through Workspace or FHG portals – and I used to,

FINDINGS:

inforce policies J018251T, 41234602, 41057245
ERR-P202 is what she gets when trying to access the policies in Workspace. see attached error.
KB0021789 will need to send to serviceleaders mailbox to escalate. 


RESOLUTION: note: email indicates a request was sent to us Nov 27th found case#24143276 its opened and / INC1922918
checking with Jennifer/question corner/Jennifer said to move the message to her folder/ she will reply. 

--------------------------------------***DDS  12/05/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/05/2025***--------------------------
Hello
Can you please help – I need to access the detailed information about these policies and do not have access either through Workspace or FHG portals – and I used to,
Thank you
Loralee


Loralee Hauber
General Manager, Cornwall Financial Partners
General Manager, Cornwall Life Insurance

1540 Cornwall Road, Suite 101
Oakville, ON L6J 7W5

Tel: 905-844-1412 x 300
E: Loralee.hauber@cfpinc.ca
W: www.cornwallwealth.ca

 

From: Menikefs, Sara <Sara.Menikefs@advicecanada.com> 
Sent: November 27, 2025 2:45 PM
To: Loralee Hauber <loralee.hauber@cfpinc.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Loralee Hauber access to inforce policies J018251T, 41234602, 41057245

HI Loralee,

Including Workspace support as I believe they will be able to fix the link to grant you access to the policies.

Click here to book a meeting
Please update your records with my new email address: Sara.Menikefs@advicecanada.com
Sara Menikefs
Business Development Consultant | GTA & Golden Horseshoe
Sara.Menikefs@advicecanada.com | 613-449-3278

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Loralee Hauber <loralee.hauber@cfpinc.ca> 
Sent: November 27, 2025 1:49 PM
To: Menikefs, Sara <Sara.Menikefs@advicecanada.com>
Subject: [EXT] Loralee Hauber access to inforce policies J018251T, 41234602, 41057245

Hi Sara Can you assist with the behind the scenes of getting me access to the policies in the subject line? I am the advisor and they were written on a previous direct GWL code (you’ll see me as the asset owner in the screenshots below). 

Hi Sara

Can you assist with the behind the scenes of getting me access to the policies in the subject line?
I am the advisor and they were written on a previous direct GWL code (you’ll see me as the asset owner in the screenshots below).
I need to be able to view the product details and I get the error message below when I try to open the link.
This is the only inforce from that code I have tried to open…
Jennifer Pacheco in my office also cannot open them.
Can you help?
What I need in the immediate is the detailed product details of all 3 policies.

Thank you
Loralee



 

 

Loralee Hauber
General Manager, Cornwall Financial Partners
General Manager, Cornwall Life Insurance

1540 Cornwall Road, Suite 101
Oakville, ON L6J 7W5

Tel: 905-844-1412 x 300
E: Loralee.hauber@cfpinc.ca
W: www.cornwallwealth.ca",True,2025-12-05T20:56:39.000+0000,False,False,005OH00000AUS7aYAH,2025-12-05T20:38:31.000+0000,005OH00000AUS7aYAH,2025-12-05T20:56:39.000+0000,005OH00000AUS7aYAH,2025-12-05T20:56:39.000+0000,(289)259-7224,,loralee.hauber@cfpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHX24YAG,False,,24327808,003G000001vcHHLIA2,0010A000002wT42QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T20:54:10.000+0000,False,False,0050A000000Hq5PQAS,2025-12-05T20:54:10.000+0000,0050A000000Hq5PQAS,2025-12-05T20:54:11.000+0000,0050A000000Hq5PQAS,2025-12-05T20:54:11.000+0000,(647)260-2501,(416) 706-4102,vince@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHZNLYA4,False,,24330598,0030A0000029arEQAQ,0010A000002vzv9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"KB0020738 - User got a new phone and would like to disconnect old MFA. 
Authenticated user- rotation 2 - Called user back on Siebel 
KB0022821 - Set up Microsoft MFA

Email: daniel@westshield.ca 
Code: C3515
Phone: 403-561-0869

*********************************************************
Good afternoon, Daniel 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T21:58:57.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T21:45:54.000+0000,005OH00000BG5v4YAD,2025-12-05T21:58:57.000+0000,005OH00000BG5v4YAD,2025-12-05T21:58:57.000+0000,(403)261-8460,,daniel@westshield.ca,(403)561-0869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHaSzYAK,False,,24325144,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Fasat web commission statements.,Medium,"***DDS*** 12/05/25
Name: Lucie Gregoire 
Reference:  Assist line

Hello Lucie,

Thank you for contacting the Workspace support group regarding Fasat web commission statements.

Please try clearing your cache and cookies and try again.  I will include the step by step for Google Chrome, if you are using a different browser and would like the step by step please advise.

If this still does not work please give us a call at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

How to clear Cache and Cookies data on Google Chrome:
 
Instructions
1.	Open the Google Chrome browser
2.	Select the 3 vertical dots in the top right-hand side of the browser
 
 
 
 
1.	Find the section called Privacy and Security and select Clear browsing data
 
 
 
 
 
 
1.	Ensure that Time Range is set to All Time, and the 2 checkmarks are in Cookies and other site data and Cached Images and Files.
 
 
 
1.	Please close and relaunch the browser.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 5, 2025 10:57 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Gregoire, Lucie <lucie.gregoire@consilio.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: 24325144 - RE: Fasat web commission statements groupe financier financial group inc.

Hi Team,

Can you please see Lucie’s issue below and advise? I can confirm she has permission to Fasat on the user ID and she has firm level access and should be able to view/download commission statements.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Lucie Gregoire <lucie.gregoire@consilio.ca> 
Sent: December-04-25 15:56
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: Fasat web commission statements groupe financier financial group inc.

Hi, I am logged in to workspace under my LL73737 # / lucie. gregoire@ consilio. ca & I see the list of commissions : But When I click on download, it gives me this error message???: Can you help? Lucie G. MA For Luc Filion, Group Broker &
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi,

I am logged in to workspace under my LL73737 # / lucie.gregoire@consilio.ca & I see the list of commissions :

 

But When I click on download, it gives me this error message???:

 

Can you help?

Lucie G. 
MA For
Luc Filion, Group Broker & Business Financial Planner, Affiliated with Canada Life (formerly Freedom 55 Financial div. of London Life)
INVESTMENT REPRESENTATIVE, Quadrus Investment Services Ltd. (investment dealer)
Exclusive Rep for the Chamber of Commerce Group Insurance Plan

Groupe Financier Consilio Financial Group Inc. (my corporation)
197 Topaze crescent, Rockland, ON K4K 0E4
Tel. 613 627 4470 | Fax. 613 627 4823 | Cell: 613 618 4912

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Tuesday, December 2, 2025 3:41 PM
To: Lucie Gregoire <lucie.gregoire@consilio.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Luc Filion <luc.filion@consilio.ca>
Subject: FW: Fasat web commission statements

Hi Lucie,

This is confirmation I have added F4217 to your existing ADSL access. You can access this code effective tomorrow.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Luc Filion <luc.filion@consilio.ca> 
Sent: November-13-25 12:59
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Filion, Luc <luc.filion@consilio.ca>
Subject: [EXT] RE: Fasat web commission statements

Hi , Yes please add Lucie (see attached). But we logged in under my #F4217 & weren’t able obtain to commission statements for the 2 agents combined? It’s good that we see Pierre’s code individually, but we also need one

Hi ,

Yes please add Lucie (see attached).

But we logged in under my #F4217 & weren’t able obtain to commission statements for the 2 agents combined? 

It’s good that we see Pierre’s code individually, but we also need one statement showing both agents, showing total commission paid out to Luc for both …
 
Luc Filion
GROUP BROKER & SMALL BUSINESS FINANCIAL PLANNER
INVESTMENT REPRESENTATIVE, Quadrus Investment Services Ltd.
 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Thursday, November 13, 2025 1:01 PM
To: Luc Filion <luc.filion@consilio.ca>
Cc: Lucie Gregoire <lucie.gregoire@consilio.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Fasat web commission statements

Hi Luc,

If you are acceptable of Lucie having firm level access, can you please fill out the attached form using F4217 and send back to us for processing?

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Lucie Gregoire <lucie.gregoire@consilio.ca> 
Sent: October-28-25 15:35
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Fasat web commission statements

Hi, Luc # F1298 has a sub advisor, Pierre joanette #F7759. How do I access the commission statements for the 2 agents combined? I need something for the bookkeeper, which reflects the income deposits in the bank account. tx Lucie G. MA For Luc

Hi,

Luc # F1298 has a sub advisor, Pierre joanette #F7759.  How do I  access the commission statements for the 2 agents combined?  I need something for the bookkeeper, which reflects the income deposits in the bank account.

tx

Lucie G. 
MA For
Luc Filion, Group Broker & Business Financial Planner, Affiliated with Canada Life (formerly Freedom 55 Financial div. of London Life)
INVESTMENT REPRESENTATIVE, Quadrus Investment Services Ltd. (investment dealer)
Exclusive Rep for the Chamber of Commerce Group Insurance Plan

Groupe Financier Consilio Financial Group Inc. (my corporation)
197 Topaze crescent, Rockland, ON K4K 0E4
Tel. 613 627 4470 | Fax. 613 627 4823 | Cell: 613 618 4912",True,2025-12-05T20:11:57.000+0000,False,False,005OH00000BGeeHYAT,2025-12-05T20:11:57.000+0000,005OH00000BGeeHYAT,2025-12-05T20:19:51.000+0000,005OH00000BGeeHYAT,2025-12-05T20:19:51.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHbDiYAK,False,,24324901,0031600002ISyDdAAL,0010A000002wNNOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,,True,2025-12-05T20:19:55.000+0000,False,False,005OH000006uYrkYAE,2025-12-05T20:08:12.000+0000,005OH000006uYrkYAE,2025-12-05T20:19:56.000+0000,005OH000006uYrkYAE,2025-12-05T20:19:56.000+0000,(647)381-8243,(647) 381-8243,marc@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHbLoYAK,False,,24325903,0030A000006YfV0QAK,0010A000007Jv1dQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T20:23:25.000+0000,False,False,0050A000000Hq5PQAS,2025-12-05T20:23:25.000+0000,0050A000000Hq5PQAS,2025-12-05T20:23:25.000+0000,0050A000000Hq5PQAS,2025-12-05T20:23:25.000+0000,(416)475-5926,(416) 475-5926,joe@filicefinancial.com,(416)475-5926,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHbLqYAK,False,,24326442,0030A0000029e5eQAA,0010A000002w2V5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T20:31:58.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T20:31:58.000+0000,005OH000004Ir1xYAC,2025-12-05T20:31:58.000+0000,005OH000004Ir1xYAC,2025-12-05T20:31:58.000+0000,(403)455-0419,(403) 466-8378,boston.rowe@raymondjames.ca,(403)476-8951,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHbSKYA0,False,,24331018,0030A000009RTIEQA4,0010A00000AUAWKQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,inforce Illustration login issue,Medium,"KB0020858 - Assisted advisor in resetting the ISAM password.. Issue resolved.

=============

Hi Philippe,

Thank you for contacting the workspace support about logging in issue to your illustration.

We have confirmed your details and reset your access at the back end. We can also confirm that you have successfully reset your password and regain your access back to the illustration.

We appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-05T22:08:53.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T21:55:29.000+0000,005OH00000BFPZHYA5,2025-12-05T22:14:18.000+0000,005OH00000BFPZHYA5,2025-12-13T02:01:35.000+0000,(514)574-9623,(514) 574-9623,philippe@objectifsfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHel9YAC,False,,24327903,0030A0000029ih5QAA,0010A000002w6LMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Verification code in email -,Medium,"DAVID SWEENEY
user is trying to access their Workspace account and they are not getting the 5 digit verification code.
User self resolved the issue by himself by logging in again with authenticator.
no email was sent.",True,2025-12-05T21:05:59.000+0000,False,False,005OH00000BGf2TYAT,2025-12-05T20:56:09.000+0000,005OH00000BGf2TYAT,2025-12-05T21:06:00.000+0000,005OH00000BGf2TYAT,2025-12-05T21:06:00.000+0000,(604)892-5131,,david.sweeney@holliswealth.com,(866)692-4184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHf4YYAS,False,,24327248,0030A000007bWIeQAM,0010A000008TTgWQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T20:45:13.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T20:45:13.000+0000,005OH000004Ir1xYAC,2025-12-05T20:45:13.000+0000,005OH000004Ir1xYAC,2025-12-05T20:45:13.000+0000,(403)231-8619,403.231.3309,dfulmore@assante.com,(403)231-8646,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHf7fYAC,False,,24326987,0030A0000029XEcQAM,0010A000002vwraQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"***** DDS***** 12/05/2025
User needed help navigating to the login page of workspace, did a logmein session and navigated user to login page and help set up new MFA on account.


*****email chain******

Hello Harris, 

      It was a pleasure assisting you get access back into your workspace account and set up your MFA. You can use this link to access workspace https://workspace.canadalife.com/. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T20:59:51.000+0000,False,False,005OH00000BFQFHYA5,2025-12-05T20:40:32.000+0000,005OH00000BFQFHYA5,2025-12-05T20:59:51.000+0000,005OH00000BFQFHYA5,2025-12-05T20:59:51.000+0000,(289)801-0357,,harris@harrisjones.ca,(905)274-8836,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHg0ZYAS,False,,24328586,0030A0000029ih5QAA,0010A000002w6LMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"NB web app, unable to access",Medium,"*12/5*
----------------
David Sweeny 
24886
unexpected error has occurred 
have not tried to use new Business in a long time 
this started to occur when i tried to access it 
both new business and simple protect will not let them in 
ISAM account is locked
reset password in ISAM but user does not know ID. 
advised to email Distribution_Methodology@canadalife@canadalife.com


*email*
----------------

Good afternoon Dave, 

Thank you for contacting the Workspace Support Team with your NB app access inquiry. 

You kept running into an error when attempting to access Simple Protect or the NB web app. This was due to your associated Repnet account being locked. We directed you to email Distribution_Methodology@canadalife@canadalife.com in order to request your Repnet ID from them. You should be able to perform the self service options to reset your password and then your New Business App should become available to you. If this is not the case or you have other questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T22:05:20.000+0000,False,False,005OH000008919xYAA,2025-12-05T21:06:28.000+0000,005OH000008919xYAA,2025-12-05T22:05:20.000+0000,005OH000008919xYAA,2025-12-05T22:05:20.000+0000,(604)892-5131,,david.sweeney@holliswealth.com,(866)692-4184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHgeqYAC,False,,24327254,0030A0000029bsTQAQ,0010A000002w0ivQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T20:45:18.000+0000,False,False,005G0000002gxxjIAA,2025-12-05T20:45:18.000+0000,005G0000002gxxjIAA,2025-12-05T20:45:18.000+0000,005G0000002gxxjIAA,2025-12-05T20:45:18.000+0000,(514)426-0886,438-393-2432,katrine.lavigne@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHh36YAC,False,,24328396,003OH00000JvgvkYAB,001OH00000OMViZYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:03:11.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T21:03:11.000+0000,005OH000004Ir1xYAC,2025-12-05T21:03:11.000+0000,005OH000004Ir1xYAC,2025-12-05T21:03:11.000+0000,(587)952-1888,,joey@tievoliwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHiLiYAK,False,,24330187,0030A0000046wmEQAQ,0010A000004sHWZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:36:03.000+0000,False,False,0055o000001NWfMAAW,2025-12-05T21:36:03.000+0000,0055o000001NWfMAAW,2025-12-05T21:36:03.000+0000,0055o000001NWfMAAW,2025-12-05T21:36:03.000+0000,(639)915-0609,,tianbo@outlook.com,(365)996-5696,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHlY3YAK,False,,24329644,0030A00000ABG2QQAX,0010A00000AkFusQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:25:28.000+0000,False,False,005OH000004pk06YAA,2025-12-05T21:25:28.000+0000,005OH000004pk06YAA,2025-12-05T21:25:29.000+0000,005OH000004pk06YAA,2025-12-05T21:25:29.000+0000,(416)254-3042,,vince.citriniti@avenirwealthgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHloLYAS,False,,24331515,0030A0000029dWSQAY,0010A000002w22JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,"**EMAIL**

Hi Andrew,

As mentioned in my previous email, please see password below for your password-protected Excel file:
YBUAZ6Y2HW

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Andrew,

I have reached out to our data provider to look into further for E2734 aligned dealer/rep codes Client Listing – DSC info (maturity dates and amounts – available for segregated funds only). Please find the attached file of the updated Client Listings for this request.

Please note E2734 are aligned to 3268-37131, 3268-35593, 3268-35944, 3268-35945. As for 3268-35593 returned no data for this request.
					
					


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hi, 

Report U2070 Book of Business with DSC by Advisor_WD MACLEAN, A and ALLIN, L 37131, 35593, 35944, 35945 is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: December 4, 2025 10:49 AM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID323

Item ID323 has been added Chen, Carmen 12/4/2025 9: 48 AM Source System: Other Is this request in relation to a new or existing report?: New If development is in relation to an existing Report please provide the name and scan code of the existing
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID323 has been added
		
 
Chen, Carmen
12/4/2025 9:48 AM
Source System:	Other 

Is this request in relation to a new or existing report?:	New 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	DSC Information (maturity dates and matured amount) 

Column Requirements :	DSC Information (maturity dates and matured amount) 
E2734 
3268-37131 Dealer Rep Id FUNDSERVNO JOINT WITH LISE ALLIN 
3268-35593 Dealer Rep Id FUNDSERVNO 
3268-35944 Dealer Rep Id FUNDSERVNO JOINT WITH LISE ALLIN 
3268-35945 Dealer Rep Id FUNDSERVNO JOINT WITH LISE ALLIN 

Column and data filer requirements :	DSC Information (maturity dates and matured amount) 
E2734 
3268-37131 Dealer Rep Id FUNDSERVNO JOINT WITH LISE ALLIN 
3268-35593 Dealer Rep Id FUNDSERVNO 
3268-35944 Dealer Rep Id FUNDSERVNO JOINT WITH LISE ALLIN 
3268-35945 Dealer Rep Id FUNDSERVNO JOINT WITH LISE ALLIN 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/8/2025 

Requestor Name and Organization :	ANDREW MACLEAN, FINANCIAL HORIZONS INC (SFINA) 

MI Specialist:	

Report Purpose - Business Use :	DSC Information (maturity dates and matured amount) 
E2734 
3268-37131 Dealer Rep Id FUNDSERVNO JOINT WITH LISE ALLIN 
3268-35593 Dealer Rep Id FUNDSERVNO 
3268-35944 Dealer Rep Id FUNDSERVNO JOINT WITH LISE ALLIN 
3268-35945 Dealer Rep Id FUNDSERVNO JOINT WITH LISE ALLIN 

Advisor Name:	ANDREW MACLEAN 

Dealer Code:	E2734, 3268-37131, 3268-35593, 3268-35944, 3268-35945, U0000083649 

Rep Code as it appears in Unitrax:	E2734, 3268-37131, 3268-35593, 3268-35944, 3268-35945, U0000083649 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist",True,2025-12-05T22:08:47.000+0000,False,False,005OH0000071DK9YAM,2025-12-05T22:08:47.000+0000,005OH0000071DK9YAM,2025-12-05T22:09:15.000+0000,005OH0000071DK9YAM,2025-12-05T22:09:15.000+0000,(613)968-6751X1002,,andrewmacleanfinancial@gmail.com,(613)968-2845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHmQtYAK,False,,24326921,003G0000018f6gyIAA,0010A000002wOhEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,403 Error,Medium,"***DDS***

User just needs to clear cache and cookies

Pete Gillespie <pete@petegillespie.ca>



email==========

Good afternoon Pete,

Thank you for reaching out to Workspace Support regarding this 403 issue. To clear this and restore functionality you will have to clear the cache and cookies in your browser.

To Clear cache and cookies:
Edge
– Click the 3 dots in the top right > settings > Privacy, Search, and Services > Clear Browsing Data > Choose what to clear > click the check boxes for Cookies and other site data and Caches Images and Files
Chrome
- Click the 3 dots in the top right > settings > Privacy and Security > Delete Browsing Data > click the check boxes for Cookies and other site data and Caches Images and Files

Close the browser after this process and reopen.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
    
Jason M.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com   
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Pete Gillespie <pete@petegillespie.ca> 
Sent: December 4, 2025 8:08 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Hyperlinks to Forms and Product resources not working - 403 Forbidden - 24326921

Hi there, For all this week, when I am in Workspace and click on the links for forms and/or product resources, I receive a 403 Forbidden message, along with a strange Google Translate “Danish” field. Screenshot attached. Are other
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

For all this week, when I am in Workspace and click on the links for forms and/or product resources, I receive a 403 Forbidden message, along with a strange Google Translate “Danish” field.

Screenshot attached.

Are other advisors having a similar challenge?

This happens on my Canada Life Advisor Solutions Workspace, as well as my MGA Workspace, whether I enter them directly or through the Advice Canada portal.

Any help would be most appreciated.

Thanks,

Pete

Pete Gillespie  MBA CLU MFA-P
Gillespie Wealth Management and Estate Planning Inc.
Financial Planner
Advice / Insight / Action
416-457-8971

If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-05T20:41:38.000+0000,False,False,005OH0000064XtBYAU,2025-12-05T20:39:24.000+0000,005OH0000064XtBYAU,2025-12-05T20:41:38.000+0000,005OH0000064XtBYAU,2025-12-05T20:41:38.000+0000,(416)457-8971,,pete@petegillespie.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHmacYAC,False,,24332313,003G0000018f6hPIAQ,0010A000002wOhfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations,Medium,"*12/5*
----------------
ll86111
f2017 f2016
product illustrations
problem with password or version 
walked through installing the newest product illustrations
had them attempt to log in after its installed. 
a problem exists between the ID and password 
reset pw in ISAM and emailed 

*email*
----------------
Good afternoon Marian,

Thank you for contacting the Workspace Support Team with your Product Illustrations inquiry. 

You wanted to log into your Product Illustrations app but were getting the error problem with the password or version. We walked you through updating your Product Illustrations app, then we got there is a problem with the ID and password, we were able to reset your password and walk you through resetting your password on the Repnet website successfully, then you were able to log into your app. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-06T00:59:51.000+0000,False,False,005OH000008919xYAA,2025-12-05T22:33:28.000+0000,005OH000008919xYAA,2025-12-06T00:59:51.000+0000,005OH000008919xYAA,2025-12-13T02:01:56.000+0000,(204)975-9292X2,(204) 299-9957,chris.berard@berardfinancialgroup.com,(204)410-1144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHmp4YAC,False,,24327369,0030A0000029WmDQAU,0010A000002vwS3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for Workspace,Medium,"•	Reason for call
Authentication: Yes/No, which rotation
•	Troubleshooting steps completed
•	Email correspondence
•	Source of triage (e.g., “As per KBA001234”)
=============================
Bonjour Jessica, 

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à vous inscrire à Workspace. 

Votre avis compte. Faites-nous savoir ce que vous pensez de la qualité du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T20:47:22.000+0000,False,False,005OH00000BFQFGYA5,2025-12-05T20:47:22.000+0000,005OH00000BFQFGYA5,2025-12-05T20:52:36.000+0000,005OH00000BFQFGYA5,2025-12-05T20:52:36.000+0000,(418)871-6663,4182099999,jessica.perreault@talbotoliviercote.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHmvaYAC,False,,24328534,0030A0000029jz5QAA,0010A000002w7OeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:05:36.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T21:05:36.000+0000,005OH000004Ir1xYAC,2025-12-05T21:05:36.000+0000,005OH000004Ir1xYAC,2025-12-05T21:05:36.000+0000,(587)223-2215,,dsheehan@upfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHnbTYAS,False,,24328508,0030A0000029nmtQAA,0010A000002wAanQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Jeff,

As mentioned in my previous email, please see below for your password-protected Excel file:
TAYWQU5ZBP

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Jeff,

Our team received your request for 07966 Insurance Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.

Unfortunately, as for the GWL code, this information can be provided to the advisor code owner only. Please have the advisor reach out to us with the advisor code and GWL code for us to fulfil this request.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Individual Customer - DJ


From: Bascoguin, Melinda <Melinda.Bascoguin@canadalife.com> 
Sent: December 4, 2025 3:50 PM
To: CANINDSERV <CANINDSERV@canadalife.com>; Gopal, Jeff <jeff.gopal@ig.ca>
Cc: Prashant.Nundloll@igpwm.ca; Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>
Subject: RE: Vesa Adler - Term Client Listing 

Hello Jeff,

Hope you’re well.

I will have @CANINDSERV provide a client listing for term life insurance listing for Vesa Adler (advisor codes 717612 and 7966).

Alternatively, I have included a guide of how the advisor will be able to generate his own report in Workspace to see all his term renewals and conversion opportunities. I’ve also attached a job aid on how to run a report on book of business client list and link to a video demo on how to use this feature: Client list report – Canada Life.

Thank you!


Regards,     
                               
Melinda Bascoguin, ACS, ALMI
Regional Sales Associate, Insurance
Distribution Excellence
Ph: (604) 331-2465

Four Bentall Centre, Box 49203
1055 Dunsmuir Street, Suite 1500 
Vancouver, BC V7X 1K8

For in-force policies or general questions: save time by Live Chat on Workspace with this link Advisor Support (9 am – 7 pm ET) or call 1-888-252-1847 (8 am – 8 pm ET).



 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Gopal, Jeff <Jeff.Gopal@ig.ca> 
Sent: December 4, 2025 2:05 PM
To: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Cc: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>; Nundloll, Prashant <Prashant.Nundloll@igpwm.ca>
Subject: Vesa Adler - Term Client Listing 

Hi Teri, Would you be able to send us a full client term life insurance listing for Vesa Adler? We are trying to organize all insurance clients and potential opportunities for re writes and conversions. Regards, Jeffrey Gopal Regional Estate
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Teri,

Would you be able to send us a full client term life insurance listing for Vesa Adler?

We are trying to organize all insurance clients and potential opportunities for re writes and conversions.

Regards, 




 
Jeffrey Gopal
Regional Estate and Insurance Specialist
cell 604 655 6365

Book time with Gopal, Jeff: Insurance Review Meeting/Discussion – 60 minutes
Book time with Gopal, Jeff: Insurance Discussion – 30 minutes
Book time with Gopal, Jeff: Insurance Quick Chat  – 15 minutes

Member of the Power Financial Corporation Group of Companies
 
LEGAL NOTICE
 
This message (including attachments, if any) is intended only for the use of the addressee, and may contain privileged or confidential information.  Please do not forward this message without the sender's permission.  Any unauthorized distribution, copying, disclosure or dissemination of this transmission is strictly prohibited.  Taking of any income tax or legal action in reliance on the contents of this transmission is strictly prohibited without guidance from a tax or legal professional. If you are not (one of) the intended recipient(s), if you receive this transmission in error or if it is forwarded to you without the express authorization of IG Wealth Management or I.G. Insurance Services Inc, please destroy this transmission and contact us immediately.  Thank-you",True,2025-12-05T21:05:07.000+0000,False,False,005OH0000071DK9YAM,2025-12-05T21:05:07.000+0000,005OH0000071DK9YAM,2025-12-05T21:05:07.000+0000,005OH0000071DK9YAM,2025-12-05T21:05:07.000+0000,(604)682-5431,(604) 655-6365,jeff.gopal@ig.ca,(604)681-3207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHpAGYA0,False,,24330164,0030A0000029avBQAQ,0010A000002vzycQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided

**EMAIL**

Good morning Kristian,

I will resend the Client Listing report to you shortly. Please note the password for the password-protected Excel file remains the same. I have attached a reference guide below on how to open the email encrypted message.

1. Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example of the error message.

 

2. Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message

 
•	Please note the ""Password Email"" I provided is not to get into this site. The “Password Email” is for the Excel file itself as it is password-protected
•	Is the website asking for a one-time pass code? This is a separate code sent to your inbox or mobile device from the email service (ex. Microsoft Office 365 Encryption) 
o	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
o	Please check the general inbox for the code
	Please also check spam/junk folder
o	Please copy and paste the code to eliminate any mishaps
•	Is the website asking for login credentials? This is your email login credentials 
 

3. Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password located in the ""Password Email"" I provided.
The only time you input the password from the ""Password Email"" is shown below as reference
•	Please copy and paste the password to eliminate any mishaps

 



Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




From: Kristian Manion <kris@manionfinancial.com> 
Sent: December 5, 2025 4:41 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Client Listing Request /Case24330164

Hi guys, I'm having troubles opening attached and it says I've tried too many times. . Anyway you can retry sending? Kristian Manion, CHS Insurance & Benefits Specialist Manion & Associates Financial Services office: 604-463-6060
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi guys, I'm having troubles opening attached and it says I've tried too many times.. Anyway you can retry sending?


Kristian Manion, CHS  
Insurance & Benefits Specialist
Manion & Associates Financial Services
office: 604-463-6060
mobile: 604-537-8390
kris@manionfinancial.com             
manion.ca    

 

Please note my new email address going forward is kris@manionfinancial.com

We care about our customers’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. 


Hi Kristian,

As mentioned in my previous email, please see below for your password-protected Excel file:
BXEQBAM6PW

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Kristian,

Please find the attached file of the requested Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good afternoon Stephanie,

Our team received this request from CANINDSERV team. This request is now complete and sent to kris@manionfinancial.com due to client sensitive data and security protocols.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: December 3, 2025 2:27 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Kristian Manion <kris@manionfinancial.com>
Subject: Full Client Inforce listing: Manion & Associates Financial Services

Hi @CANINDSERV,

Can you please provide the advisor with a full client listing of all his active codes with Canada Life: 
 

You can send them directly to Kristian Manion kris@manionfinancial.com

Thank you, 
Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC   V7X 1K8

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.

 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Kristian Manion <kris@manionfinancial.com> 
Sent: December 3, 2025 9:57 AM
To: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>
Subject: Re: [EXT] WorkSpace Login tech support

Hey again Steph, is it possible to get list of our Canada LIfe clients?. . Just want to be on top of getting renewal notifications The tech said I can't get a full list on workspace. . . Thanks! Kristian Manion, CHS Insurance & Benefits
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hey again Steph, is it possible to get list of our Canada LIfe clients?.. Just want to be on top of getting renewal notifications

The tech said I can't get a full list on workspace... Thanks!


Kristian Manion, CHS  
Insurance & Benefits Specialist
Manion & Associates Financial Services
office: 604-463-6060
mobile: 604-537-8390
kris@manionfinancial.com             
manion.ca    

 

Please note my new email address going forward is kris@manionfinancial.com

We care about our customers’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. 



 	Virus-free.www.avg.com",True,2025-12-05T21:35:31.000+0000,False,False,005OH0000071DK9YAM,2025-12-05T21:35:31.000+0000,005OH0000071DK9YAM,2025-12-09T14:53:40.000+0000,005OH0000071DK9YAM,2025-12-09T14:53:40.000+0000,(604)463-6060,,kris@manionfinancial.com,(604)463-1586,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHpQLYA0,False,,24327408,003G0000018f7GEIAY,0010A000002wPL1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Update email address and password reset,Medium,"DERMID L O'FARRELL

Advisor needed help for updating their email address. After authentication, email address updated.
Hello Dermid,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for changing your email address. After authentication, I changed your email address. Then you needed assistance for password reset. I sent the link to your email address, and you were able to change it. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T21:06:40.000+0000,False,False,005OH00000BFiyTYAT,2025-12-05T20:48:05.000+0000,005OH00000BFiyTYAT,2025-12-05T21:08:13.000+0000,005OH00000BFiyTYAT,2025-12-05T21:08:13.000+0000,(613)258-1997,(613) 229-2384,dermid@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHpQMYA0,False,,24327730,0030A0000029ih5QAA,0010A000002w6LMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"Could not hear user anymore. So tried calling back, but was not able to get a hold of the user. 
User needed assistance with signing in. 

Email: dave@sweeneybride.com

**************************************************
Good afternoon, David

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace login!
 
I am sorry I could not hear you anymore through the line, so I tried giving a call back through the same number. I believe your receptionist may have picked up but was not able to get a hold of you. Please give us a call back and we will be able to assist you with signing into your account. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T21:01:45.000+0000,False,False,005OH00000BG5v4YAD,2025-12-05T20:53:04.000+0000,005OH00000BG5v4YAD,2025-12-05T21:01:46.000+0000,005OH00000BG5v4YAD,2025-12-05T21:01:46.000+0000,(604)892-5131,,david.sweeney@holliswealth.com,(866)692-4184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHq9ZYAS,False,,24332373,0030A0000029nDnQAI,0010A000002wA6vQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T22:35:24.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T22:35:24.000+0000,005OH000004Ir1xYAC,2025-12-05T22:35:24.000+0000,005OH000004Ir1xYAC,2025-12-05T22:35:24.000+0000,(403)225-3222,,info@sellarsyates.com,(403)225-3227,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHrYcYAK,False,,24328220,0030A0000029kKBQAY,0010A000002w7gDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:01:02.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T21:01:02.000+0000,005OH000004Ir1xYAC,2025-12-05T21:01:02.000+0000,005OH000004Ir1xYAC,2025-12-05T21:01:02.000+0000,(403)237-9990X3,,darin@ffgsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHrbqYAC,False,,24328376,0035o000004oj6HAAQ,0015o000005NKxJAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:02:55.000+0000,False,False,005OH000006owoYYAQ,2025-12-05T21:02:55.000+0000,005OH000006owoYYAQ,2025-12-05T21:02:56.000+0000,005OH000006owoYYAQ,2025-12-05T21:02:56.000+0000,(647)786-5716,,just2vikram@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHt5sYAC,False,,24332477,0030A0000029ZSLQA2,0010A000002vyj9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T22:38:48.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T22:38:48.000+0000,005OH000004Ir1xYAC,2025-12-05T22:38:49.000+0000,005OH000004Ir1xYAC,2025-12-05T22:38:49.000+0000,(403)850-7772,,amcg@telusplanet.net,(403)203-0078,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHt92YAC,False,,24329710,0030A0000029XTnQAM,0010A000002vx2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:26:36.000+0000,False,False,005G0000002gxxjIAA,2025-12-05T21:26:36.000+0000,005G0000002gxxjIAA,2025-12-05T21:26:37.000+0000,005G0000002gxxjIAA,2025-12-05T21:26:37.000+0000,(514)822-4270,(514) 898-0390,yaovi.bouka@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHtP7YAK,False,,24328210,003G0000018f7LjIAI,0010A000002wPRPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Register for Workspace,Medium,"Caller Name: Renee Marchand
Advisor or support staff: Advisor 
Advisor Code: F2571
Advisor Name: Greg Ingleson 	
Phone: 
Email: Renee@corefinancialplanning.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: I am trying to do step 2 for my advisor, but when I select ""Register"" it doesn't allow me to select ""I have a CL user ID"".

FINDINGS: 
requested more info. 

--------------------------------------***DDS  12/09/2025***--------------------------
RESOLUTION: checked and found advisor is now showing registered for Advisor solutions Workspace. its active and last login is Dec 8th. 
SENT FOLLOW UP EMAIL. CLOSING.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001dyxmQAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028xczQAA%26cntc%3D0030A0000028xczQAA%26id%3D0050A000001dyxmQAA

--------------------------------------***DDS  12/09/2025***--------------------------
Hello Renee,

We have not received an update from you however I did check the Advisor Code you provided in this message and found Greg Ingleson (F2571) is now registered for Workspace under Advisor Solutions.

If this isn’t the case and you’re still having issues, do let us know, provide any errors/screenshots, and please provide the User ID, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/05/2025***--------------------------
Hello Renee,

Thank you for contacting Workspace Support.

Please let us know the User ID that was created and being used to register for Workspace.

Please also provide us with a screenshot of the page you’re having issues with so we can better assist, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/05/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/05/2025***--------------------------
Hi,

I am following up on the email I received below.
I am trying to do step 2 for my advisor, but when I select ""Register"" it doesn't allow me to select ""I have a CL user ID"".

Please advise.

Thanks,


Renee Marchand
Marketing Associate
Core Financial Planning Group
Quadrus Investment Services Ltd.
20-365 Healey Road
Bolton, ON L7E 5C1
Ph: (877) 857-2673
Fax: (877) 857-2673
Email :Renee@corefinancialplanning.ca
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
________________________________________
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Sent: November 28, 2025 2:32 PM
To: Renee Marchand <Renee@corefinancialplanning.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Your Canada Life clients, all in one place – unlock the new experience | Vos clients de la Canada Vie, tous à un seul endroit – tirez parti de la nouvelle expérience 
 
Hi Renee,
 
It appears that Gregory is already completed with the step 1 – creating a user ID (RepNet ID).
 
Thus, please have him completes the below step if he hasn’t completed yet.
 
STEP 2: Register for Workspace 
•       Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
If he requires his user ID, please let us know so that we can email to him including the user ID.
 
If he needs assist on completing the above steps, please have him reaches out to Workspace Support team workspacesupport@canadalife.com for further assist.
 
Thank you,
 
Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Renee Marchand <Renee@corefinancialplanning.ca> 
Sent: November-28-25 10:39 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Fw: Your Canada Life clients, all in one place – unlock the new experience | Vos clients de la Canada Vie, tous à un seul endroit – tirez parti de la nouvelle expérience
 
Hi, I work with advisor Greg Ingleson (F2571) I am trying to setup his new workspace access. I'm on Step 1 trying to register, but I cannot find the activation code in his email. Can it be emailed to me (or him again)? Please advise. Thanks,
Hi,
 
I work with advisor Greg Ingleson (F2571)
I am trying to setup his new workspace access.  I'm on Step 1 trying to register, but I cannot find the activation code in his email.
Can it be emailed to me (or him again)?
 
Please advise.
 
Thanks,

Renee Marchand
Marketing Associate
Core Financial Planning Group
Quadrus Investment Services Ltd.
20-365 Healey Road
Bolton, ON L7E 5C1
Ph: (877) 857-2673
Fax: (877) 857-2673
Email :Renee@corefinancialplanning.ca
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
________________________________________
From: Greg Ingleson <greg@corefinancialplanning.ca>
Sent: November 20, 2025 2:09 PM
To: Renee Marchand <Renee@corefinancialplanning.ca>
Subject: Fwd: Your Canada Life clients, all in one place – unlock the new experience | Vos clients de la Canada Vie, tous à un seul endroit – tirez parti de la nouvelle expérience
 
 
Thanks
 
Greg Ingleson CFA,CFP
Financial Planner & Investment Representative
Quadrus Investment Services

Core Financial Planning Group
20-365 Healey Road
Bolton, On
L7E 5C1

cell: 905 872 4734
office phone: 877 857 CORE (2673)    
fax: 877 857 2673",True,2025-12-09T05:23:17.000+0000,False,False,005OH00000AUS7aYAH,2025-12-05T21:00:53.000+0000,005OH00000AUS7aYAH,2025-12-09T05:23:17.000+0000,005OH00000AUS7aYAH,2025-12-09T05:23:17.000+0000,(877)857-2673,,greg@corefinancialplanning.ca,(877)857-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hHz7yYAC,False,,24330111,003OH00000YLmEJYA1,001OH00000hLMGOYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:34:29.000+0000,False,False,005OH000006owoYYAQ,2025-12-05T21:34:29.000+0000,005OH000006owoYYAQ,2025-12-05T21:34:30.000+0000,005OH000006owoYYAQ,2025-12-05T21:34:30.000+0000,(639)994-3385,,ian.rana@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hI1eSYAS,False,,24331593,003G0000018f77yIAA,0010A000002wPBHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset the Authenticator app as the advisor got a new mobile device,Medium,"***DDS Dec.5/2025***
Authenticated the Advisor and disconnected the Authenticator connected to his account as he got a new phone. Did a logmein session and cleared cookies/cache and had the advisor download the Microsoft Authenticator app on their new device and walked them through al the steps to connect their account. User was able to log in/log out and log back into Workspace successfully.

*****Email*****

Hello Virendra,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding your Authenticator issues.
 
We’re happy we were able to assist you in disconnecting and reconnecting your Microsoft Authenticator.
As a reminder, whenever you log in to your Workspace account, please open the Microsoft Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reply to this email and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great night!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T22:33:01.000+0000,False,False,005OH00000BFQFBYA5,2025-12-05T22:10:56.000+0000,005OH00000BFQFBYA5,2025-12-05T22:55:19.000+0000,005OH00000BFQFBYA5,2025-12-05T22:55:19.000+0000,(416)524-4117,(416) 524-4117,virendra@vkgfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hI3gFYAS,False,,24332984,003OH00000M96wVYAR,001OH00000QuuocYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica registration issue. - INC1930022,Medium,"*** DDS 09DEC2025 ***
no response, f/u email sent

*** DDS 08DEC2025 ***
confirmed user is registered but not linked, emailed asking them to login and continue, offered call
*** DDS 08DEC2025 ***
INC1930022 submitted

***DDS Dec.5/2025***
Sent to L2. User was doing the CIAM Primerica registration but was running into an issue. Authenticated the user and Did a logmein session Followed KB KB0023476 and had the user enter the one time six digit verification code, but on the next page where the user had to enter his name/email/password it would not let him proceed even though his email name/password all met the requirements. Tried multiple times eventually I took a screenshot of the issue and forwarded it to L2.

REF KB: KB0023476

*****Email*****
Hello Daniel,

I am following up with you regarding the email below. Please let me know if you would like to schedule a call to resolve your Workspace account access issue. You can also give us a call at the number below at your convenience and our team will be happy to assist.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
-------------------------
Hello Daniel,

I am reaching out regarding your Primerica Workspace account registration issue below. We have confirmed that your registration has been completed, however your account needs to be linked as well. Please let me know if you would like to schedule a call to troubleshoot further. I will also provide you with some steps below.

Can you please go to Advisor Workspace Login – Canada Life and sign in (hit ‘Continue’ and not ‘Register Now’) with your email address and the password you created Friday and let me know if you are able to move forward with setting up Multi-Factor Authentication?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello @Workspace Service Leaders,

User was not able to proceed with their CIAM Primerica registration as it would not allow the combination of his name/email/password to proceed. Confirmed the Advisor’s email address was correct and tried this with and without the 'Paul' in the first name field. Had the Advisor try a few different passwords which all passed the password requirements as well but still was not able to proceed with the registration. I have attached a screenshot of the Advisor’s name/Email/Password that was not working.

 


Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 5, 2025 4:50 PM
To: danielpaulwalker@primerica.com
Subject: Primerica registration issue - Case - 24332984

Hello Daniel,

Thanks for contacting the Workspace Support team regarding your CIAM Primerica Registration.

During our call, we were encountering an issue when trying to proceed with the registration steps where it would not allow you to continue with the password you created.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:47:02.000+0000,False,False,005OH000006wv2TYAQ,2025-12-05T22:57:53.000+0000,005OH00000BFQFBYA5,2025-12-09T20:47:03.000+0000,005OH000006wv2TYAQ,2025-12-09T20:47:03.000+0000,(506)872-9970,,danielpaulwalker@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hI4IwYAK,False,,24330489,0030A0000029VXzQAM,0010A000002vvR1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:43:12.000+0000,False,False,005OH000006owoYYAQ,2025-12-05T21:43:12.000+0000,005OH000006owoYYAQ,2025-12-05T21:43:12.000+0000,005OH000006owoYYAQ,2025-12-05T21:43:12.000+0000,(306)280-1804,,vic@jdon.ca,(306)242-1804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hI5F4YAK,False,,24332680,003G0000018f7JVIAY,0010A000002wPOlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Address correction for Janice Chin,Medium,"*** DDS 08DEC2025 ***
address update completed, advised user

*** DDS08DEC2025 ***
emailed CIS to update address

****DDS****12/05/25 

Client provided consent for address change in WS - 4 products out of 6 have the correct address
As per KB0015432, Escalated to Level 2 for address correction 
 
============================================================================================= 
Good morning Neeru,

The address for the client has been updated in Workspace for these policies. Please let me know if anything further is required or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


 Good morning CIS team!

Can you please update the address for the following two LL policies to 29 MEGAN RIDGE DR PRT CV-ST PHL, NL A1M 0E4?

o	First Name: JANICE
o	Last Name: CHIN
o	DOB: 17FEB1979
o	Policy #'s: F754620499/F754496229
o	CIS Client ID’s: LL - 3317324232

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Thank you! 😊 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

****Email Chain****

Good day Neeru,

Thank you for contacting Workspace Support regarding the address update for the client Janice Chin.

I have escalated this to our 2nd level support team for further investigation. Once there is an update, the team will reach out to you directly. If you have any other questions, please do not hesitate to reach out to us and we will be happy to assist!

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Makkar, Neeru <Neeru.Makkar@canadalife.com> 
Sent: December 4, 2025 12:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Nash, Kent <kent.nash@ashtreefinancial.ca>
Subject: Address update

Hello,

Clients has provided the consent to change the address as below;

29 MEGAN RIDGE DR PORT CV-ST PHIL NL PORTUGAL COVE-ST PHILIPS, NL A1M 0E4

But address is not yet changed in Workspace for Mutual fund account.- Account: JANICE CHIN
Can you please fix this.

 

Thank you,



Thank you,
Neeru Makkar(She/Her)
Advisor Support Associate
Neeru.Makkar@canadalife.com  902-706-7404
 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-08T14:04:56.000+0000,False,False,005OH000006wv2TYAQ,2025-12-05T22:46:06.000+0000,005OH0000097FtCYAU,2025-12-08T14:04:56.000+0000,005OH000006wv2TYAQ,2025-12-08T14:04:56.000+0000,(709)743-5611,(709) 743-5611,kent.nash@ashtreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hI5GdYAK,False,,24330865,0030A00000CA8MbQAL,0010A00000CkXWrQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T21:52:01.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T21:52:01.000+0000,005OH000004Ir1xYAC,2025-12-05T21:52:01.000+0000,005OH000004Ir1xYAC,2025-12-05T21:52:01.000+0000,(403)998-0908,,taxipo321@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hI946YAC,False,,24332046,0030A0000029npvQAA,0010A000002wAdQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - Error: ERR-W1285,Medium,"Authentication done - 
Firm Name in Seibel -AWM FINANCIAL SERVICES INC but advisor mention A T Financial which is short for Amy Tong who is the owner of AWM FINANCIAL SERVICES INC - SL Jon said we can accept it.
KB0020563 - Assisted in resetting the password, issue resolved.
=================
Hi Sylvia,

Thank you for contacting the workspace support about getting an error ERR-W1285 when trying to access your workspace.

We have checked your details and updated the access on our end. We also have reset your password and confirmed that you have regain your access back to workspace.

We do appreciate your patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T22:49:24.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T22:24:18.000+0000,005OH00000BFPZHYA5,2025-12-05T23:16:54.000+0000,005OH00000BFPZHYA5,2025-12-05T23:16:54.000+0000,(416)568-3663,,sylvia_ding@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hI9AdYAK,False,,24332705,0030A0000029VXzQAM,0010A000002vvR1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T22:46:51.000+0000,False,False,005OH000006owoYYAQ,2025-12-05T22:46:51.000+0000,005OH000006owoYYAQ,2025-12-05T22:46:51.000+0000,005OH000006owoYYAQ,2025-12-05T22:46:51.000+0000,(306)280-1804,,vic@jdon.ca,(306)242-1804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hIAxqYAG,False,,24331755,0030A0000029VXzQAM,0010A000002vvR1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T22:15:54.000+0000,False,False,005OH000006owoYYAQ,2025-12-05T22:15:54.000+0000,005OH000006owoYYAQ,2025-12-05T22:15:54.000+0000,005OH000006owoYYAQ,2025-12-05T22:15:54.000+0000,(306)280-1804,,vic@jdon.ca,(306)242-1804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hIFflYAG,False,,24332387,0030A0000029ohCQAQ,0010A000002wBJ0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect app issue - INC1931094,Medium,"***DDS Dec.5/2025***
User was having an issue with SP app, had the user clear cookies/cache data but that still not resolve the issue. Had the user send me screenshots of the issue since I was not able to remotely connect the User's desktop/laptop. Responded to the user after he sent the screenshots via email, Completed L2 intake form and sent it to the Workspace Service Leaders for further investigation.

*****Email*****

Hello David,

Thank you for your patience while our digital partners investigate the issue you have with completing your client’s application.

The issue should now be resolved. Please reload the client’s application and proceed with completion.

If there is anything else we can assist you with, please do not hesitate to reach out. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 12:16 PM
To: David Sare <david.sare@thrivewealth.ca>
Cc: Smith, Nathan <Nathan.Smith@canadalife.com>
Subject: RE: SP application issue - Case - 24332387

Hello David,

Thank you for providing those screenshots. We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: David Sare <david.sare@thrivewealth.ca> 
Sent: December 5, 2025 4:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Smith, Nathan <Nathan.Smith@canadalife.com>; David Sare <David.Sare@thrivewealth.ca>
Subject: RE: SP application issue - Case - 24332387

Hi, thanks for your help. The system “froze” on me a few times. Basically on the screen previous to this one, I also clicked “Next” at the bottom and nothing happened. It didn’t technically freeze, I could edit the fields, but when it came to
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, thanks for your help. 

The system “froze” on me a few times. Basically on the screen previous to this one, I also clicked “Next” at the bottom and nothing happened. It didn’t technically freeze, I could edit the fields, but when it came to clicking the Next button, nothing happened. 
I closed the browser Chrome and retried, I tried Edge thinking it may have been the browser, and I cleared cashe, no difference. Also of note, it created a bunch of duplicate or old cases in the Simple Protect main screen. 

 	
 
	

Thanks, 
Dave

David Sare
Wealth Protection Specialist

Thrive Wealth Strategies
2nd Floor, 2600 Victoria Avenue, Regina, SK, S4T 1K2
Phone: 306-780-1699
David.Sare@thrivewealth.ca | thrivewealthstrategies.ca 

 

         .
Thrive serves members across lands covered by treaties 2, 4, 5, 6, 8 and 10, the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.
Thrive Wealth Strategies Ltd. is a subsidiary of Thrive Wealth Management Ltd., offering financial planning, life insurance and investments to members of credit unions and their communities.
This email (including attachments) is confidential, may be legally privileged or may contain information that is otherwise exempt from disclosure under applicable law. No waiver of confidentiality or privilege nor consent to disclosure may be inferred from the electronic nature or transmission of this communication. If you are not the intended recipient, your use, dissemination, copying or retention of this email is strictly prohibited. If you have received this email in error or are not a named recipient, please immediately notify the sender, by return email, and destroy all copies of this email in your possession. You can unsubscribe from receiving electronic communications at any time by sending an email with the word ""unsubscribe"" in the subject line to unsubscribe@thrivewealth.ca.

 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Friday, December 5, 2025 4:57 PM
To: David Sare <david.sare@thrivewealth.ca>
Subject: SP application issue - Case - 24332387

CAUTION:This email originated from outside of Conexus. Do not click links or open attachments unless you recognize the sender and know the content is safe.

Hello David, 

Thanks for contacting the Workspace Support team regarding the issue you were having when completing the Simple Protect application.

As discussed during our call, please send me a screenshot of the page that is not letting you proceed, and we will investigate this matter further once received.

Take care.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-05T22:57:09.000+0000,False,False,005OH000002iN7pYAE,2025-12-05T22:36:01.000+0000,005OH00000BFQFBYA5,2025-12-10T18:42:39.000+0000,005OH000002iN7pYAE,2025-12-10T18:42:39.000+0000,(306)780-1699,,david.sare@thrivewealth.ca,(306)780-1706,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hIFr3YAG,False,,24332411,0030A0000029nFpQAI,0010A000002wA8iQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-05T22:36:57.000+0000,False,False,005OH000004Ir1xYAC,2025-12-05T22:36:57.000+0000,005OH000004Ir1xYAC,2025-12-05T22:36:57.000+0000,005OH000004Ir1xYAC,2025-12-05T22:36:57.000+0000,(403)220-0536,,kris.hird@ama.ab.ca,(403)240-5398,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hIG7DYAW,False,,24332848,0030A0000029jFGQAY,0010A000002w6n6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Authentication done.. Advisor mentioned Lifebest Canada Inc as the firm name instead of FINANCIAL HORIZONS INC. advise to talk to leadership or his MGA to confirm the firm name.
=====================================

Hi Daniel,

Thank you for calling the workspace support about an issue getting through workspace.

As much as we want to help you get your access back, we would like you first to confirm your aligned firm for security reason. Please reach out to your leadership or to your MGA for the information. I understand this must be frustrating on your end and we apologize for the inconvenience.

We appreciate your time calling us today. Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-05T23:22:44.000+0000,False,False,005OH00000BFPZHYA5,2025-12-05T22:52:38.000+0000,005OH00000BFPZHYA5,2025-12-05T23:30:15.000+0000,005OH00000BFPZHYA5,2025-12-05T23:30:15.000+0000,(780)429-4550,(780) 554-7442,dannorm@shaw.ca,(780)352-6870,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hIO7xYAG,False,,24333191,003G0000018f6tjIAA,0010A000002wOvhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing successor on TFSA policy,Medium,"****DDS****12/05/25 
 
Successor was added on policy# 84262408 on 10/27/25 - successor is visible in IC but missing in WS
Logged as advisor and confirmed there is no successor added yet 
Escalated to Level 2 for investigation

============================================================================================= 
 
****Email Chain****

Bonjour Sandrine,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le CELI 84262408.

J’ai transmis cette requête au Soutien Technique Niveau 2 pour enquêter là-dessus et nous vous tiendrons informer dès qu’il y aura de nouveau.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Sandrine Pagé <sandrine.page@gplanifier.com> 
Sent: December 5, 2025 7:01 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Anne Francoeur CELI 84262408

Bonjour, Nous avons soumis une désignation de titulaire successeur le 27 octobre 2025 REQ-2870801, mais nous ne voyons toujours pas cette information dans le sommaire. Pourtant, dans le centre d’investissement, nous voyons l’information. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 

Nous avons soumis une désignation de titulaire successeur le 27 octobre 2025 REQ-2870801, mais nous ne voyons toujours pas cette information dans le sommaire. Pourtant, dans le centre d’investissement, nous voyons l’information. Est-ce possible de corriger svp ?

Merci !

Centre d’investissement :

 

Sommaire dans Espace Affaires :",True,2025-12-05T23:16:17.000+0000,False,False,005OH0000097FtCYAU,2025-12-05T23:06:41.000+0000,005OH0000097FtCYAU,2025-12-05T23:16:17.000+0000,005OH0000097FtCYAU,2025-12-05T23:16:17.000+0000,(450)565-8396,(450) 419-2484,michel.payette@gplanifier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hIQHrYAO,False,,24333938,0030A0000029hIQQAY,0010A000002w5DWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Connected an Authenticator to the Advisor's Workspace account.,Medium,"***DDS Dec.5/2025***
Did a logmein session & cleared the cookies/cache with the Advisor and then Authenticated her in order to help connect an Authenticator to her account. Connected the Microsoft Authenticator to the Advisor's phone and she was able to log in/log out and log back in sucessfully.

*****Email*****
Hello Joann,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding connecting an Authenticator to your Workspace account.
 
We’re happy we were able to assist you in connecting your Microsoft Authenticator to your Workspace account.
As a reminder, whenever you log in to your Workspace account, please open the Microsoft Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a good weekend!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-06T00:18:50.000+0000,False,False,005OH00000BFQFBYA5,2025-12-05T23:50:10.000+0000,005OH00000BFQFBYA5,2025-12-06T00:19:16.000+0000,005OH00000BFQFBYA5,2025-12-06T00:19:16.000+0000,(604)270-9985,(604) 671-3750,joann.wong@hotmail.com,(604)270-9975,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hISDFYA4,False,,24334050,003G0000018f6YvIAI,0010A000002wOW0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/5*
----------------

peter bennet
ll04016
f5267
f2678
i got a new phone, trying to log into Workspace cannot seem to get into Workspace 
disconnected old authenticator app 
walked user through set up of SF authenticator,
user able to log in

*email*
----------------
Good afternoon Peter, 

Thank you for contacting the Workspace Support Team with you MFA inquiry. 

You wanted to log into Workspace but were unable to do with your new phone. We disconnected the old authenticator and walked you through setting up your Salesforce authenticator successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-06T01:11:11.000+0000,False,False,005OH000008919xYAA,2025-12-05T23:57:25.000+0000,005OH000008919xYAA,2025-12-06T01:11:11.000+0000,005OH000008919xYAA,2025-12-06T01:11:11.000+0000,(416)203-1977X27,(416) 366-2971 ext. 7456(not in service),pbennett@blueprintwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hISgHYAW,False,,24334314,0030A0000029VGJQA2,0010A000002vvDgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/5*
----------------
72856
i cannot log into Workspace 
connected with LMI 
was able to log into Workspace withot issue using prepopulated fields 


*email*
----------------

Good afternoon John, 

Thank you for contacting the Workspace Support Team with your login issue

You were having some issue with Workspace accepting your password. We were able to connect to your pc and get you logged in without issue. If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-06T00:43:59.000+0000,False,False,005OH000008919xYAA,2025-12-06T00:18:36.000+0000,005OH000008919xYAA,2025-12-06T00:43:59.000+0000,005OH000008919xYAA,2025-12-06T00:43:59.000+0000,(604)883-1580,,girodevistula@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hIU8XYAW,False,,24333492,003OH00000OJwCDYA1,001OH00000TYyREYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/5*
----------------
KB0020738  
MFA, 
h5702
SHAO XUAN LI

not sure how to log in with authenticator 
user had pc issues which resulted in data loss 
disconnected authenticator and set up browser based authenticator for user in LMI 
walked user through logging in
*email*
----------------
Good afternoon Shao

Thank you for contacting the Workspace Support Team with your authenticator issue. 

You were unable to log into Workspace since you had some pc problems that resulted in data loss which caused you to lose your authenticator app. We were able to set up a browser-based authenticator app and successfully log you into Workspace, we also showed you how to log into the app with the authenticator to make sure you could do it going forward. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-06T01:06:18.000+0000,False,False,005OH000008919xYAA,2025-12-05T23:23:55.000+0000,005OH000008919xYAA,2025-12-06T01:06:19.000+0000,005OH000008919xYAA,2025-12-06T01:06:19.000+0000,(778)321-7330,,aprilli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hIcCbYAK,False,,24334566,0030A0000029aqnQAA,0010A000002vzuiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Login or Registration issue (TBD),Medium,"Login or Registration issue (TBD)

ASA MGA:  https://lifeco.lightning.force.com/lightning/r/Contact/003OH000005cb8nYAA/view
Advisor MGA:  https://lifeco.lightning.force.com/lightning/r/Contact/003OH00000Y8iuqYAB/view

======================emails===================

Mathieu,

Veuillez nous indiquer si vous souhaitez que nous fusionnions votre profil de délégué avec votre profil de conseiller. Si oui, vous devrez vous inscrire de nouveau.




Tina Garaffa



Bonjour Mathieu, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Pour bien comprendre votre problème, j’ai quelques questions pour vous. 

Je voie que vous avez un compte Espace affaires actif à titre de membre du soutien administratif et un compte Espace affaires qui n’est pas encore actif à titre de représentant.

Est-ce que vous avez un problème de connexion avec votre compte Espace affaires à titre de membre du soutien administratif? 

Ou est-ce que vous essayer de vous connecter à votre compte Espace affaires à titre de représentant? Il vous fera faire votre inscription pour vous connecter à ce compte. 

@Distribution Methodology, est-ce que Mathieu va conserver 2 noms d’utilisateurs (un pour son compte de représentant et un pour son rôle administratif)? 




Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 

 



From: Cariel, Karina <Karina.Cariel@canadavie.com> 
Sent: Thursday, December 4, 2025 12:52 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>; marmand@groupemirador.com
Subject: TR: RE: Faire affaire avec la Canada Vie 

Bonjour,

Veuillez SVP contacter Monsieur Armand (418-652-7181) dans le plus bref délai afin de trouver une solution pour son accès à espaces et nous confirmer lorsque ceci sera fait.


Merci et bonne journée,

Karina Cariel
Représentante régionale des ventes – Assurance, Soutien interne aux ventes 
Regional Sales Representative – Insurance, Inside Sales 

Karina.Cariel@canadavie.com - (514) 938-9828
1350 boul. René-Lévesque Ouest, 12e étage,
Montréal QC H3G 1T4 

 

Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.






De : Mathieu Armand 
Envoyé : 4 décembre 2025 15:40
À : Jobson, Marie-Claire 
Cc : Cariel, Karina 
Objet : [EXT] Re: RE: Faire affaire avec la Canada Vie 

Bonjour, J'ai déjà appelé par le passé et ils n'ont jamais été capable de : 1. me répondre dans un délai normal, et 2. lorsqu'ils répondent, de régler mon problème. cela n'aide pas à faire de la business avec Canada Vie. -- Nous profitons du
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Bonjour,

J'ai déjà appelé par le passé et ils n'ont jamais été capable de :
1. me répondre dans un délai normal, et 
2. lorsqu'ils répondent, de régler mon problème.

cela n'aide pas à faire de la business avec Canada Vie.
-- 
Nous profitons du congé des fêtes pour offrir un moment de repos à toute l’équipe. Nos bureaux seront fermés du 22 décembre au 2 janvier inclusivement. Joyeuses fêtes et merci de votre confiance!
Mathieu Armand
Conseiller en sécurité financière
Représentant en épargne collective *
Courtier hypothécaire **
Conseiller en finances | Expert de l'expérience client
Groupe MIRADOR
Cabinet de planification financière
Cabinet de services financiers
2848, chemin Sainte-Foy, Québec (Québec) G1V 1V8
418-652-7181 / Fax : 418-652-0688
www.groupemirador.com
https://www.facebook.com/GroupeMirador/

Au service des artistes

Ce message est confidentiel. S'il ne vous est pas destiné, veuillez en aviser l'émetteur immédiatement et le détruire intégralement.

Vous avez apprécié nos services ? N'hésitez pas à nous faire part de vos commentaires en cliquant ici

* Inscrit auprès d'Investia services financiers inc.
** Inscrit auprès de Multi-prêts Hypothèques



----------Message original---------- 
De : ""Jobson, Marie-Claire""<Marie-Claire.Jobson@canadalife.com>
À : Mathieu Armand<marmand@groupemirador.com>
Cc : ""Cariel, Karina""<Karina.Cariel@canadavie.com>
Date/Heure : 2025-12-04 15:35:59
Sujet : RE: Faire affaire avec la Canada Vie
	Vous n’obtenez pas souvent d’e-mail à partir de marie-claire.jobson@canadalife.com. Pourquoi c’est important

Bonjour Mathieu,

Vous devez appeler le soutien technique pour ceci : 1-800-475-7001.
Merci et bonne fin de journée,

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance
Tél.: 581-705-4165

Faites profiter vos clients de 3 mois gratuits sur une assurance maladie grave en souscrivant sur la même proposition une vie ou une invalidité. Voir les détails ici : Page de ressources pour les conseillers | (Rabais 5%) 

Offer your clients 3 months of free critical illness insurance when they apply for life or disability coverage on the same application. See details here: Advisor resource page | (5% discount)


 


📅 Book time to meet with me | Réservez du temps pour me rencontrer


Rendez-vous au : canadavie.com Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

De : Mathieu Armand <marmand@groupemirador.com>
Envoyé : 4 décembre 2025 15:34
À : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Cc : Cariel, Karina <Karina.Cariel@canadavie.com>
Objet : [EXT] Re: Faire affaire avec la Canada Vie

Bonjour, Mes accès ne fonctionnent pas avec Canada-vie. Lorsque je veux me connecter avec mon email et mot de passe cela ne fonctionne pas non plus. Je n'ai pas non plus la réception du courriel pour réactiver mon mot de passe. Cela fait quelques

Bonjour,

Mes accès ne fonctionnent pas avec Canada-vie. Lorsque je veux me connecter avec mon email et mot de passe cela ne fonctionne pas non plus. Je n'ai pas non plus la réception du courriel pour réactiver mon mot de passe.

Cela fait quelques années que je traine ce problème.

Est-ce qu'on peut régler ça et m'accompagner pour le faire?

Merci,
-- 
Nous profitons du congé des fêtes pour offrir un moment de repos à toute l’équipe. Nos bureaux seront fermés du 22 décembre au 2 janvier inclusivement. Joyeuses fêtes et merci de votre confiance!
Mathieu Armand
Conseiller en sécurité financière
Représentant en épargne collective *
Courtier hypothécaire **
Conseiller en finances | Expert de l'expérience client
Groupe MIRADOR
Cabinet de planification financière
Cabinet de services financiers
2848, chemin Sainte-Foy, Québec (Québec) G1V 1V8
418-652-7181 / Fax : 418-652-0688
www.groupemirador.com
https://www.facebook.com/GroupeMirador/

Au service des artistes

Ce message est confidentiel. S'il ne vous est pas destiné, veuillez en aviser l'émetteur immédiatement et le détruire intégralement.

Vous avez apprécié nos services ? N'hésitez pas à nous faire part de vos commentaires en cliquant ici

* Inscrit auprès d'Investia services financiers inc.
** Inscrit auprès de Multi-prêts Hypothèques



----------Message original----------
De : ""Jobson, Marie-Claire""<Marie-Claire.Jobson@canadalife.com>
À : Mathieu Armand<marmand@groupemirador.com>
Cc : ""Cariel, Karina""<Karina.Cariel@canadavie.com>
Date/Heure : 2025-11-24 14:34:22
Sujet : Faire affaire avec la Canada Vie
	Vous n’obtenez pas souvent d’e-mail à partir de marie-claire.jobson@canadalife.com. Pourquoi c’est important


Bonjour Mathieu,

Vous avez obtenu récemment votre code pour faire affaire avec la Canada Vie et nous tenons à vous remercier de votre confiance! 
Afin de vous présenter notre équipe de ventes et de bien vous orienter, il me fait plaisir de vous faire parvenir ci-joint les documents suivants :
•	Notre feuille-contact – Équipe Assurance
•	Kit de démarrage pour conseillers
•	D’Excellentes raisons de vendre les produits d’assurance vie de la Canada Vie
•	D’Excellentes raisons de vendre les produis PV de la Canada Vie

De plus, veuillez jeter un coup d’œil à la vidéo de démonstration de notre proposition SimplementProtégé dont le lien se trouve ci-dessous dans ma signature. Il s’agit de notre proposition en ligne simplifiée pour l’assurance vie temporaire, l’assurance vie avec participation et l’assurance maladies graves. Aussi, avant de soumettre votre première proposition, il sera important d’établir vos préférences dans le système des nouvelles affaires. Le début de la vidéo vous explique comment procéder.

Je vous invite à consulter ces documents et si vous avez des questions concernant nos processus administratifs ou nos propositions en ligne, je vous invite à communiquer avec moi. Si vous désirez discuter d’une nouvelle vente ou désirez avoir plus d’informations sur nos produits, veuillez plutôt contacter Karina Cariel.

Merci de faire affaire avec la Canada Vie et nous vous souhaitons une excellente journée!



Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance

Tél.: 581-705-4165

Proposition SimplementProtégé / SimpleProtect application
Visionnez la vidéo de démonstration: SimplementProtégé - Démonstration | Watch our demo video: SimpleProtect demo


📅 Book time to meet with me | Réservez du temps pour me rencontrer

 

* Bon à savoir ! / Good to know ! *

Assurance maladies graves | Critical illness insurance
RABAIS 5% : Cliquez ici pour les détails: Rabais 5% | 5% DISCOUNT : Click here for details: 5% discount

Rendez-vous au : canadavie.com Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-19T21:07:22.000+0000,False,False,0055o000001zVCKAA2,2025-12-06T00:45:36.000+0000,0055o000001zVCKAA2,2025-12-19T21:07:22.000+0000,0055o000001zVCKAA2,2025-12-19T21:07:22.000+0000,(418)681-0990,,,(418)681-8872,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,118.0
500OH00000hMX7zYAG,False,,24344466,003OH00000M94J8YAJ,001OH00000QuhP4YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,**PRIMERICA** ERR-P001,Medium,"**PRIMERICA** 
Caller Name: SUREKHA YARDI
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name:	
Phone: 
Email: SUREKHAYARDI@PRIMERICA.COM> 		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: ERR-P001
POLICY#411143365

FINDINGS. SCREENSHOT ATTACHED TO THIS TICKET.

KB0020736 is for this error. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH0000074uCwYAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000KL9l8YAD%26cntc%3D003OH00000KL9l8YAD%26id%3D005OH0000074uCwYAI

--------------------------------------***DDS  12/08/2025***--------------------------
RESOLUTION: EMAIL RECEIVED ADVISING ISSUE RESOLVED.
sent follow up/closure.

--------------------------------------***DDS  12/08/2025***--------------------------
Hello Surekha,

Thanks for the update, glad to hear the issue was resolved. Should you require further assistance, do not hesitate to give us a call..

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/08/2025***--------------------------
email recieved
--------------------------------------***DDS  12/08/2025***--------------------------
Issue is resolved, Thank you

--------------------------------------***DDS  12/08/2025***--------------------------
SENT FOLLOW UP REQUESTING MORE INFO AS PER KB.
--------------------------------------***DDS  12/08/2025***--------------------------
Hello Surekha,

Your message was sent to us by Elliot to further assist you. 

Please provide us with the following information to better assist, thanks.

Are you the advisor? Please provide your advisor code as well as please complete the following information.

•	First Name
•	Last Name
•	DOB
•	Policy Address
•	Policy Number(s)
•	Client name
•	Product code (of the affected product/asset

Once we have this information we can further investigate, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/08/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/08/2025***--------------------------",True,2025-12-08T16:41:13.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T15:12:58.000+0000,005OH00000AUS7aYAH,2025-12-08T16:41:13.000+0000,005OH00000AUS7aYAH,2025-12-08T16:41:13.000+0000,(905)277-4200,,surekhayardi@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hMnubYAC,False,,24346854,0030A0000029lHIQAY,0010A000002w8SVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Role change from MA to Advisor Registration issue,Medium,"User ID was created Wednesday Dec 3rd and user couldn't register Friday Dec 5th. Advised they should be able to register now. Provided link and requested confirmation.

SF ID: 0035o000004H8XdAAK

===Email Chain===

Good morning Hayley,

I’m reaching out to you regarding the registration issue you reported Friday December 5th. Please try registering again (using the link below) with the user ID you created on December 3rd and confirm if you’re able to complete it successfully.

Registration Link: https://workspace.canadalife.com/s/login/SelfRegister?language=en_US

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-29T13:23:15.000+0000,False,False,0050A000000qsPeQAI,2025-12-08T15:47:43.000+0000,0050A000000qsPeQAI,2026-01-29T13:23:15.000+0000,0050A000000qsPeQAI,2026-01-29T13:23:15.000+0000,(416)454-5142,4164519914,hayley@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNDnKYAW,False,,24341658,0030A0000029VgwQAE,0010A000002vvZAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T14:25:01.000+0000,False,False,005OH00000245RQYAY,2025-12-08T14:25:01.000+0000,005OH00000245RQYAY,2025-12-08T14:25:02.000+0000,005OH00000245RQYAY,2025-12-08T14:25:02.000+0000,(418)614-1588,,ebois@ericbois.com,(819)373-5781,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNGsyYAG,False,,24348985,0035o000007G2i0AAC,0015o000007wVuCAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:16:58.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:16:58.000+0000,0055o000002DK5fAAG,2025-12-08T16:16:58.000+0000,0055o000002DK5fAAG,2025-12-08T16:16:58.000+0000,(416)695-1433,,megha.lama@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNHsHYAW,False,,24340251,0035o000007Z7daAAC,0015o000008FaC8AAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CL MGA Workspace registration,Medium,"***DDS*** 12/08/25
Name: Devon Bough  
Phone: 
Agent code: E6626
Reference: KB0017316

Hello Devon,

Thank you for contacting the Workspace support group regarding CL MGA Workspace registration.

To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 5, 2025 2:54 PM
To: Menikefs, Sara <Sara.Menikefs@advicecanada.com>; Devon Bough <devon@boughfinancialgroup.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Canada Life Help

Hi Devon, 

CL reps are Janice McFarlane janice.mcfarlane@canadalife.com. I have included her contact info.

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433

Vacation Alert: Dec 22-29


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Menikefs, Sara <Sara.Menikefs@advicecanada.com> 
Sent: December 5, 2025 9:22 AM
To: Devon Bough <devon@boughfinancialgroup.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: RE: Canada Life Help

Morning Devon,

Good news to start the day! I’ve included @Campbell-Sergeant, MackenzieMackenzie as she covers closer to you so she will know the CL reps in your area. 

@CL Workspace Support Can you please assist with getting Devon access to Workspace?

Click here to book a meeting
**Upcoming Vacation Alert – Jan 1st to 12th **
Please update your records with my new email address: Sara.Menikefs@advicecanada.com
Sara Menikefs
Business Development Consultant | GTA & Golden Horseshoe
Sara.Menikefs@advicecanada.com | 613-449-3278

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Devon Bough <devon@boughfinancialgroup.com> 
Sent: December 5, 2025 6:45 AM
To: Menikefs, Sara <Sara.Menikefs@advicecanada.com>
Subject: [EXT] Canada Life Help

Good Morning Sara, I am placing some of those CI plans today and we are going with Canada life since the discount is too good to pass up. I still cannot get into my CL account and when I click the forgot password I don't get any emails. Who
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Morning Sara,
I am placing some of those CI plans today and we are going with Canada life since the discount is too good to pass up. I still cannot get into my CL account and when I click the forgot password I don't get any emails.

Who is the wholesaler or support for this so I can place this business this afternoon? 

Thank you! 


Devon Bough  BASc , CHS
Owner & Broker, Bough Financial Group
613-932-6239
devon@boughfinancialgroup.com
329 Second Street West
Cornwall, ON K6J 1G8
www.boughfinancialgroup.com",True,2025-12-08T13:53:21.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T13:53:21.000+0000,005OH00000BGeeHYAT,2025-12-08T13:53:21.000+0000,005OH00000BGeeHYAT,2025-12-08T13:53:21.000+0000,(613)937-0489X23,,devon@boughfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNLZKYA4,False,,24339256,0030A0000062vxTQAQ,0010A000006nXD1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA reset new device,Medium,"user was transfer from SD for password MFA reset,
Authenticated user and reset mfa.
KB0020738

Email=============
Bonjour Ian,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre soucis l’authentificateur, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons déconnecté avec succès votre ancienne connexion d’authentificateur et reconnecter l’authentificateur avec votre nouveau cellulaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T13:27:26.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-08T13:16:49.000+0000,005OH00000AZ3ZxYAL,2025-12-08T13:27:26.000+0000,005OH00000AZ3ZxYAL,2025-12-08T13:27:26.000+0000,(438)821-9243,(438) 821-9243,ian.parent@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNNQ8YAO,False,,24339963,0030A0000029oWOQAY,0010A000002wB9ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to access Workspace,Medium,"Caller Name: Ethan Astaneh
Advisor or support staff: Advisor 
Advisor Code: D7243 MGA
Advisor Name: EHSAN ASTANEH
Phone: 604-235-2545
Email: eastaneh@nicolawealth.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: when I try to reset my password it indicates an email with a code has been sent, but when I check my email folders including spam and quarantine I don't see anything.

FINDINGS: No SF profile found. Checked Siebel and found a CL profile but no info listed.
Now that he's provided the MGA advisor cdoe D7243 I see his name is EHSAN ASTANEH
he needs to register for MGA Workspace.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001ndZXAAY%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HFoSAAW%26cntc%3D0035o000004HFoSAAW%26id%3D0055o000001ndZXAAY

--------------------------------------***DDS  12/10/2025***--------------------------
RESOLUTION: HE NEEDS TO REGISTER FOR WORKSPACE. SENT INSTRUCTIONS
--------------------------------------***DDS  12/10/2025***--------------------------
Hello Ethan,

Thanks for responding and confirming your full name. 

I apologize for the typo in responding with your Advisor Code. 

I checked and do not see that you’ve registered for your MGA Workspace with your advisor code D7243.

Please follow the steps below to register in workspace with your MGA account. If you have any issue, please let us know what the issue is/provide any errors/screenshots, thanks.
 
Step 1: Click on the link Register
Step 2: Enter your RepNet /User ID and Password. If you can’t remember your Username or password, please click here to reset it or you can contact Distribution_Methodology@canadalife.com to inquire.
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other.
You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   


--------------------------------------***DDS  12/09/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/09/2025***--------------------------
Hello,

My advisor code is D7243, the one you typed below has a typo.

My legal name is Ehsan Ansari Astaneh.

Can you reconfirm if I'm registered in Workspace using the correct agent code?

Kind Regards,

 
Ethan Astaneh CFP®, FEA 
Wealth Advisor | Client Relationship Manager
D: 604-235-2545



--------------------------------------***DDS  12/09/2025***--------------------------
sent update with instructions to register for MGA workspace as per findings.
--------------------------------------***DDS  12/09/2025***--------------------------
Hello Ethan,

Thank you for providing your Advisor code D7273. 

Please confirm your full name.

Also, I do not see you’re registered for Workspace with this advisor code and so you will need to register for access before attempting to sign in.

Please follow the steps below to register in workspace with your MGA account. If you have any issue, please let us know what the issue is/provide any errors/screenshots.
 
Step 1: Click on the link Register
Step 2: Enter your RepNet /User ID and Password. If you can’t remember your Username or password, please click here to reset it or you can contact Distribution_Methodology@canadalife.com to inquire.
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other. 
You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/09/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/09/2025***--------------------------
Hello,

I am the advisor, and my code is D7243

Kind regards,

 
Ethan Astaneh CFP®, FEA 
Wealth Advisor | Client Relationship Manager
D: 604-235-2545


--------------------------------------***DDS  12/08/2025***--------------------------
REQUESTED ADDITIONAL INFORMAT TO FURTHER ASSIST. The email received indicates he's registered but not sure if that was referring to workspace or not.
--------------------------------------***DDS  12/08/2025***--------------------------
Hello Ethan,

Thank you for contacting Workspace Support.

To better assist you, please provide the information below.

Are you the advisor or do you support an advisor? 
 
If you’re the advisor, please provide your advisor code.
 
If you support an advisor, please provide the advisors name/advisor code, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  12/08/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/08/2025***--------------------------
Hi Canada Life Workspace Support Team,

Please see below, when I try to reset my password it indicates an email with a code has been sent, but when I check my email folders including spam and quarantine I don't see anything.

Kind Regard,s

 
Ethan Astaneh CFP®, FEA 
Wealth Advisor | Client Relationship Manager
D: 604-235-2545
________________________________________
From: Keegan Gaunt <kgaunt@nicolawealth.com>
Sent: Thursday, December 4, 2025 9:28 AM
To: Tyson Nguyen <tnguyen@nicolawealth.com>; Ethan Astaneh <eastaneh@nicolawealth.com>
Cc: Mitchell Robinson <mrobinson@nicolawealth.com>; Nicola Insurance Policy Service Team <policyservice@nicolawealth.com>
Subject: Re: Canada Life Account Access - Ethan Astaneh 
 
Good morning Tyson, 

Awesome, thank you for the additional information from Canada Life; it's much appreciated. We will take it from here. 

@Ethan Astaneh please let me know if you have any issues with the reset. 

Kind regards, 

 
Keegan Gaunt PLY 
Administrative Associate
________________________________________
From: Tyson Nguyen <tnguyen@nicolawealth.com>
Sent: Thursday, December 4, 2025 9:10 AM
To: Keegan Gaunt <kgaunt@nicolawealth.com>
Cc: Ethan Astaneh <eastaneh@nicolawealth.com>; Mitchell Robinson <mrobinson@nicolawealth.com>; Nicola Insurance Policy Service Team <policyservice@nicolawealth.com>
Subject: RE: Canada Life Account Access - Ethan Astaneh 
 
Good morning Keegan,
 
We have heard back from Canada Life, indicating that Ethan is already registered, see below. 
 
Ethan can click forgot his password again and check his spam folder to see if they have sent a code. If not, please reach out to the contacts for Workspace below to reset it manually. 
 
 
 
Let us know if you have any questions. 
 
Thanks! 
Tyson
 
 
Tyson Nguyen CLU®, CHS 
Insurance Planning Associate 
+++++++++++++++++++++++++++++++++
 
From: Pabla, Balwinder BALWINDER.PABLA@canadalife.com 
Sent: Thursday, December 4, 2025 5:29 AM
To: Tyson Nguyen tnguyen@nicolawealth.com
Cc: Nicola Insurance Policy Service Team policyservice@nicolawealth.com
Subject: RE: Canada Life Login Set Up: Ethan Astaneh - D7243 
 
Hi Tyson,
The advisor is already registered. 
If he is having problem, please have him reach out to workspace.
 
Register for Workspace
•       Click here to register
•       For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace. 
Do you have a support team who need access to your book of business?
•       To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form.
•       Once authorized, they will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your producer code.
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.
 
 
Thank you
 
Balwinder Pabla (she/her)
Senior Contracts Specialist (MGA)
Contracts and Financial Operations
Tel: (416) 552-3450  |  Email: Balwinder.Pabla@canadalife.com
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Keegan Gaunt <kgaunt@nicolawealth.com> 
Sent: Wednesday, December 3, 2025 3:03 PM
To: Tyson Nguyen <tnguyen@nicolawealth.com>
Cc: Ethan Astaneh <eastaneh@nicolawealth.com>; Mitchell Robinson <mrobinson@nicolawealth.com>; Nicola Insurance Policy Service Team <policyservice@nicolawealth.com>
Subject: Re: Canada Life Account Access - Ethan Astaneh 
 
Hi Tyson, 
 
Perfect, thanks so much. 
 
Kind regards, 
 
 
Keegan Gaunt PLY 
Administrative Associate 
________________________________________
From: Tyson Nguyen <tnguyen@nicolawealth.com>
Sent: Wednesday, December 3, 2025 2:59 PM
To: Keegan Gaunt <kgaunt@nicolawealth.com>
Cc: Ethan Astaneh <eastaneh@nicolawealth.com>; Mitchell Robinson <mrobinson@nicolawealth.com>; Max Lane <mlane@nicolawealth.com>; Nicola Insurance Policy Service Team <policyservice@nicolawealth.com>
Subject: RE: Canada Life Account Access - Ethan Astaneh 
 
Hi Keegan, 
 
Thanks for reaching out. 
 
We have reached out to Canada Life to confirm whether Ethan had a login previously and will keep you posted on the next steps if he doesn’t have one.
 
Best regards, 
Tyson  
 
 
Tyson Nguyen CLU®, CHS 
Insurance Planning Associate 
 
From: Keegan Gaunt <kgaunt@nicolawealth.com> 
Sent: Wednesday, December 3, 2025 1:48 PM
To: Max Lane <mlane@nicolawealth.com>
Cc: Ethan Astaneh <eastaneh@nicolawealth.com>; Mitchell Robinson <mrobinson@nicolawealth.com>; Nicola Insurance Policy Service Team <policyservice@nicolawealth.com>
Subject: Re: Canada Life Account Access - Ethan Astaneh 
 
Hi Max, 
 
Nice to hear from you! 
 
Thank you for the helpful guidance here, and redirecting to the Policy Services Team, much appreciated. I've taken a look at the SharePoint for future reference. 
 
Kind regards, 
 
 
Keegan Gaunt PLY 
Administrative Associate
________________________________________
From: Max Lane <mlane@nicolawealth.com>
Sent: Wednesday, December 3, 2025 1:35 PM
To: Keegan Gaunt <kgaunt@nicolawealth.com>; Nicola Insurance Policy Service Team <policyservice@nicolawealth.com>
Cc: Ethan Astaneh <eastaneh@nicolawealth.com>; Mitchell Robinson <mrobinson@nicolawealth.com>
Subject: Re: Canada Life Account Access - Ethan Astaneh 
 
Hi Keegan,
 
Great to see you pop up in my inbox again, but I will have to nudge your request back to the proper channel for future requests.  
 
For insurance requests, please review the Insurance Services SharePoint page in Private Wealth to confirm which communication channel will get you the result the quickest.  
 
In this case, you used an email group (Insurance Team), which goes to individual all of our individual email addresses and would not be easily tracked.  For this particular request, the SharePoint will guide you to the Registering for Insurance Advisors' Sites page, and it would let you know that the best choice would be to reach out to our policy service team.  An easy way to remember who to email is: if it's about a new policy/product = New Business email, if it relates to current clients' insurance = Policy Service email.  Of course, if you are unsure, you could always Teams message me and I would be happy to help.  
 
For this, we will send your request to the correct channel and let you and Ethan know next steps.  in the meantime, I see that Mitch has a Canada Life login and could be able to help assist for whatever Ethan needs.  
 
@Nicola Insurance Policy Service Team, please help Ethan get a user ID for the Canada Life Advisor Site.
 
Thanks all!
 
 
Max Lane CFP®, CIM® 
Senior Manager, Insurance Services | Client Relationship Manager
D: 604-235-5248
________________________________________
From: Keegan Gaunt <kgaunt@nicolawealth.com>
Sent: Wednesday, December 3, 2025 10:03 AM
To: Insurance Team <InsuranceTeam@nicolawealth.com>
Cc: Ethan Astaneh <eastaneh@nicolawealth.com>; Mitchell Robinson <mrobinson@nicolawealth.com>
Subject: Canada Life Account Access - Ethan Astaneh 
 
Hi Team, 
 
I hope you are having a wonderful morning. 
 
I am reaching out to see if we can please get Ethan Astaneh set up with a Canada Life insurance account login. He tried to do a password reset, but no information was received, so we believe either a new account is needed or the login information has changed. 
 
Please let me know if I can assist. 
 
Kind regards, 
 
Keegan Gaunt PLY 
Administrative Associate
D: 604-235-2559
TF: 1-800-219-8032
Vancouver 
    


 
This email and any attachments may be privileged and/or confidential. If you are not the intended recipient, please notify the sender immediately, delete this email and any copies. Any dissemination, copying, storage or use other than by the intended recipie",True,2025-12-10T13:09:03.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T13:44:38.000+0000,005OH00000AUS7aYAH,2025-12-10T13:09:03.000+0000,005OH00000AUS7aYAH,2025-12-10T13:09:03.000+0000,(604)235-2545,,eastaneh@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNNb6YAG,False,,24341499,0031600002G7HLDAA3,0010A000002wNFrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Downloading CRM,Medium,"KENNETH FUKASAWA
user needed clarification about CRM data
advised user that they can access their CRM data from their device once downloaded from workspace

Email:
----------
Hello Ken,

Thank you for contacting Workspace Support about downloading CRM data.

To clarify, the CRM data that is available on Workspace is what was found available for your account. Once it has been downloaded, you now have access to it on your computer in preparation for when that information is no longer on your Workspace account.

I hope this answers your question.
Let me know if any more questions come up.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: ken fukasawa <kfukasawa@yahoo.com> 
Sent: December 4, 2025 3:44 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Downloading CRM

Good afternoon I have download CRM and looked at each individual file. All it is a CapIntel report I did for my clients. What do I do next ? Ken                                                                                               
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon

I have download CRM and looked at each individual file.  All it is a CapIntel report I did for
my clients.  What do I do next ?

Ken",True,2025-12-08T14:21:25.000+0000,False,False,005OH00000BGf2TYAT,2025-12-08T14:21:25.000+0000,005OH00000BGf2TYAT,2025-12-08T14:22:32.000+0000,005OH00000BGf2TYAT,2025-12-08T14:22:32.000+0000,(514)373-7977,,kfukasawa@yahoo.com,(514)905-0886,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNRfJYAW,False,,24340644,003OH00000M95QXYAZ,001OH00000QuvdLYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Connect Authenticator -,Medium,"•	Reason for call: Connect authenticator to access WS account
Authentication: Yes/No, which rotation: Yes, DEC 
•	Troubleshooting steps completed: 
•	Email correspondence: See Below
•	Source of triage (e.g., “As per KBA001234”): Logmein session with user

=============================
Hello Roger, 

Thank you for contacting Workspace Support. It was our pleasure in helping you connect the Authenticator app to your Workspace account. 

Your voice matters. Let us know what you thought about the quality of service provided by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T14:33:57.000+0000,False,False,005OH00000BFQFGYA5,2025-12-08T14:03:40.000+0000,005OH00000BFQFGYA5,2025-12-08T14:33:58.000+0000,005OH00000BFQFGYA5,2025-12-08T14:33:58.000+0000,(506)658-1542,,rsavoie@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNToyYAG,False,,24342852,003OH000006WgQXYA0,001OH0000086l6DYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration Assistance - INC1930323 (ERR-W1510),Medium,"*** DDS 15DEC2025 ***
registration completed

*** DD S08DEC2025 ***
advised user they should be able to complete registration

*** DDS 08DEC2025 ***
INC1930323 submitted, more than 48hrs since user id was created

TRISTAN STRONACH (F6587)
User has trouble registering for workspace. (ERR-W1501)
connected with user via logmein and directed them to reset their User ID password and clear cache which did not resolve the issue
escalated to level 2

------------------------EMAIL CHAIN:
Hello Tristan,

Thank you for your email and I apologize for my delay in response as I was off at the end of last week. I can see you were able to complete your Workspace account registration on Friday. Don’t hesitate to reach out if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: tristan@wisegroup.ca <tristan@wisegroup.ca> 
Sent: December 11, 2025 9:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace account registration issue - C24342852/INC1930323/C24486664/C24487334

Hi Jennifer, Just wanted to check in. Thanks, Tristan From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: December 8, 2025 10: 35 AM To: Stronach, Tristan <tristan@ wisegroup. ca> Subject: Workspace account registration
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Jennifer,

Just wanted to check in.

Thanks,
Tristan 


Hello Tristan,

We have heard back from our Digital Hub team, they have made a correction to your account, and you should now be able to move forward with your Workspace account registration. Please let me know if you run into any further issues or if you have any questions.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello Tristan,

Thank you for contacting Workspace Support this morning regarding your Workspace account registration issue. As we discussed on our call, the issue has been escalated to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution to let you know you can move forward with your account registration.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T18:19:53.000+0000,False,False,005OH000006wv2TYAQ,2025-12-08T14:46:15.000+0000,005OH00000BGf2TYAT,2025-12-15T13:46:15.000+0000,005OH000006wv2TYAQ,2025-12-15T13:46:15.000+0000,(647)530-5650,,tristan@wisegroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNUfnYAG,False,,24340319,003G0000018f6TiIAI,0010A000002wOQRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations access,Medium,"*** DDS Dec 8th, 2025 ***
User cannot access PI. Authenticated with rotation 2, set temp password for ISAM then helped user reset password and access PI successfully.
===============
Good morning Phil,

It was a pleasure speaking with you today and helping you access Product Illustrations.

During our call I set a temporary password then helped you reset your UserID password used to sign in to Product Illustrations. 

I’m glad I was able to assist you today access Product Illustrations. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-08T14:22:00.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-08T13:55:13.000+0000,005OH00000AbJ7aYAF,2025-12-08T14:22:00.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:01:41.000+0000,(902)371-5998,(902) 371-5998,phil@cgordoncapital.ca,(902)564-9276,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNY9wYAG,False,,24347909,0030A0000029Xl6QAE,0010A000002vxHhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Sign on,Medium,"Advisor is unable to sign onto workspace.
*******
Hi Trevor, thank you for contacting the workspace support today.

To recap our call, you needed some assistance logging into your workspace account, I was able to disconnect your authentication, and you reset your password. You will be prompted to set up your MFA, and you will have to refer to your authentication app each time you log into workspace.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:11:37.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T16:02:27.000+0000,005OH00000BFQFCYA5,2025-12-08T16:17:21.000+0000,005OH00000BFQFCYA5,2025-12-08T16:17:21.000+0000,(647)220-5377,,nakmrk7@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNYHyYAO,False,,24339662,0030A000002NnQJQA0,0010A000003AJNeQAO,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA New Phone,Medium,"Caller Name: Andrea Kerr
Advisor or support staff: Advisor 
Advisor Code: 
Advisor Name:	
Phone: (306) 737-9475
Email:		
Siebel verification: N/A
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: N/A
Issue: got a new phone on the weekend and now, I CANNOT login to Workspace - my saved sites didn't transfer over in Authenticator.  I need a new QR code for it. 

RESOLUTION: ADVISED HER TO CONTACT US TO AUTHENTICATE AND WE THEN NEED TO FOLLOW KB0020738  

--------------------------------------***DDS  12/08/2025***--------------------------
Hello Andrea,

Thank you for contacting Workspace Support. 

As I understand you have a new phone and unable to authenticate when signing into Workspace.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/08/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/08/2025***--------------------------
Thanks Jacob!

Hello Workspace support team!  My phone number is the same - just a different device with which, I cannot make the authenticator app cooperate. How do I get a new QR code?

Thanks very much,

On Fri, Dec 5, 2025 at 2:25 PM Menjivar, Jacob <Jacob.Menjivar@canadalife.com> wrote:
Hi Andrea,
 
I will have to apologies about the delay in response. As I was away in Toronto at a conference, It looks that I had missed your email and it slipped through.
 
In case you haven’t reached out already, I have CC’d the email for our workspace support team who can get that corrected for you. 
 
They may need the new phone number if it is being switched over but they will be able to clarify any required information.
 
Let me know if there is anything else I can help with as I am now back in office.
 
Thanks,
Jacob
 
Jacob Menjivar
Business Development Manager, Wealth Management
(403) 777 – 5853 jacob.menjivar@canadalife.com
 
In partnership with:
 
Derek Stampe
Director of Business Development, Wealth Management
(306) 261 – 6338 derek.stampe@canadalife.com
 
Ethan Lewis
Business Development Associate, Wealth Management
(403) 777 – 5851 ethan.lewis@canadalife.com 
 
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Andrea Kerr <andrea@flourishfinancials.ca> 
Sent: December 2, 2025 9:53 AM
To: Menjivar, Jacob <Jacob.Menjivar@canadalife.com>
Subject: [EXT] New phone - need new workspace qr code
 
Hi Jacob, SO very unusual request here. . . . I got a new phone on the weekend and now, I CANNOT login to Workspace - my saved sites didn't transfer over in Authenticator.   I need a new QR code for it.   Do you have an email address for who
Hi Jacob,
 
SO very unusual request here.... I got a new phone on the weekend and now, I CANNOT login to Workspace - my saved sites didn't transfer over in Authenticator.  I need a new QR code for it. 
 
Do you have an email address for who I can reach out to about this?
 
Thank you!!!


 
-- 
Andrea Kerr B.Ed
Advisor
 
Flourish Financial Solutions
Growing and Protecting Your Financial Future
(306) 737-9475
andrea@flourishfinancials.ca
 
CLICK HERE TO BOOK YOUR PERSONAL DISCOVERY MEETING
NOTICE 1:  YOU SHOULD BE AWARE THAT E-MAIL COMMUNICATIONS MAY BE INTERCEPTED IN TRANSIT AND VIEWED BY UNAUTHORIZED THIRD PARTIES.  BY COMMUNICATING WITH US VIA E-MAIL, YOU ARE CONSENTING TO OUR USE OF THIS MEDIUM TO COMMUNICATE WITH YOU, INCLUDING THE INHERENT RISKS OF BREACH OF PRIVACY.  IF YOU DO NOT WANT US TO COMMUNICATE WITH YOU VIA E-MAIL, PLEASE ADVISE US IMMEDIATELY TO ARRANGE AN ALTERNATE MEANS OF COMMUNICATION.
NOTICE 2:  THE INFORMATION CONTAINED IN THIS EMAIL IS PRIVILEGED AND CONFIDENTIAL.  IT IS INTENDED FOR THE USE OF THE ADDRESSEE LISTED ABOVE AND NO ONE ELSE.  IF YOU ARE NOT THE INTENDED RECIPIENT OR THE EMPLOYEE OR AGENT RESPONSIBLE FOR DELIVERY OF THIS MESSAGE TO THE INTENDED RECIPIENT, PLEASE DO NOT USE THIS TRANSMISSION IN ANY WAY, BUT CONTACT THE SENDER BY TELEPHONE OR RETURN EMAIL AND DESTROY OR DELETE ALL COPIES OF THIS TRANSMISSION.



-- 
Andrea Kerr B.Ed
Advisor

Flourish Financial Solutions
Growing and Protecting Your Financial Future
(306) 737-9475
andrea@flourishfinancials.ca

CLICK HERE TO BOOK YOUR PERSONAL DISCOVERY MEETING
NOTICE 1:  YOU SHOULD BE AWARE THAT E-MAIL COMMUNICATIONS MAY BE INTERCEPTED IN TRANSIT AND VIEWED BY UNAUTHORIZED THIRD PARTIES.  BY COMMUNICATING WITH US VIA E-MAIL, YOU ARE CONSENTING TO OUR USE OF THIS MEDIUM TO COMMUNICATE WITH YOU, INCLUDING THE INHERENT RISKS OF BREACH OF PRIVACY.  IF YOU DO NOT WANT US TO COMMUNICATE WITH YOU VIA E-MAIL, PLEASE ADVISE US IMMEDIATELY TO ARRANGE AN ALTERNATE MEANS OF COMMUNICATION.
NOTICE 2:  THE INFORMATION CONTAINED IN THIS EMAIL IS PRIVILEGED AND CONFIDENTIAL.  IT IS INTENDED FOR THE USE OF THE ADDRESSEE LISTED ABOVE AND NO ONE ELSE.  IF YOU ARE NOT THE INTENDED RECIPIENT OR THE EMPLOYEE OR AGENT RESPONSIBLE FOR DELIVERY OF THIS MESSAGE TO THE INTENDED RECIPIENT, PLEASE DO NOT USE THIS TRANSMISSION IN ANY WAY, BUT CONTACT THE SENDER BY TELEPHONE OR RETURN EMAIL AND DESTROY OR DELETE ALL COPIES OF THIS TRANSMISSION.",True,2025-12-08T13:39:56.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T13:34:40.000+0000,005OH00000AUS7aYAH,2025-12-08T13:39:56.000+0000,005OH00000AUS7aYAH,2025-12-08T13:39:56.000+0000,(306)737-9475,,andrea@flourishfinancials.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNZHHYA4,False,,24341519,003G0000018f7rzIAA,0010A000002wPyGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Reset Authenticator,Medium,"user has new phone, need to reset Mfa
Authenticated User,reset mfa.
KB0020738
Email=======
Bonjour Benoit,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre soucis l’authentificateur, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons déconnecté avec succès votre ancienne connexion d’authentificateur et reconnecter l’authentificateur avec votre nouveau cellulaire.

Vous avez pu accéder à votre compte avec succès

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T14:35:01.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-08T14:21:43.000+0000,005OH00000AZ3ZxYAL,2025-12-08T14:35:02.000+0000,005OH00000AZ3ZxYAL,2025-12-08T14:35:02.000+0000,(450)743-0035X24,(450) 780-3050,benoit.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNZxDYAW,False,,24342976,003G0000018f7UTIAY,0010A000002wPaqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T14:48:19.000+0000,False,False,005OH00000245RQYAY,2025-12-08T14:48:19.000+0000,005OH00000245RQYAY,2025-12-08T14:48:19.000+0000,005OH00000245RQYAY,2025-12-08T14:48:19.000+0000,(819)210-9260,,jacquestouch1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNagTYAS,False,,24345727,0030A0000029YCnQAM,0010A000002vxi1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration,Medium,"PAUL MOWBRAY D6848 D6847
user wanted confirmation on how to start the registration for workspace
sent user the regsitration steps by email

Email:
----------
Hello Paul,

Thank you for contacting workspace about registration for registration.

Please see below the steps for registering for your account:

STEP 1: Please visit https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do and click Register to start the registration process.
 
STEP 2: Accept the terms and conditions and on the next page, please enter your first name, last name, advisor code, and unique activation code. For this step, please contact your advisor if you do not know their code already. 
 
STEP 3: Create a new User ID with the listed guidelines 
 
Please wait 2 business days before moving up to the next step
 
STEP 4: Once your User ID is completed, please go to https://workspace.canadalife.com/registration and begin the registration process with your User ID and password you created in previous steps.
 
STEP 5: Complete the registration process as directed on the page and then log in with your email and set password.
 
If you have any issues with the steps below, please let us know.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T15:40:45.000+0000,False,False,005OH00000BGf2TYAT,2025-12-08T15:31:56.000+0000,005OH00000BGf2TYAT,2025-12-08T15:40:45.000+0000,005OH00000BGf2TYAT,2025-12-08T15:40:45.000+0000,(416)619-5682,(416) 930-4714,paul.mowbray@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNcTeYAK,False,,24349052,003G0000018f70DIAQ,0010A000002wP2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:17:56.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T16:17:56.000+0000,0050A000000WjqvQAC,2025-12-08T16:17:57.000+0000,0050A000000WjqvQAC,2025-12-08T16:17:57.000+0000,(613)935-3996,(613) 551-6109,dave@bmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNdj7YAC,False,,24345676,003G000001hU8VuIAK,0010A000002wSvHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T15:31:06.000+0000,False,False,0050A000000Hq5PQAS,2025-12-08T15:31:06.000+0000,0050A000000Hq5PQAS,2025-12-08T15:31:07.000+0000,0050A000000Hq5PQAS,2025-12-08T15:31:07.000+0000,(905)372-4445,(289) 251-9379,marcia@atkinsonwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNeX3YAK,False,,24340401,003G0000018f6dpIAA,0010A000002wObrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Error message with registering for MGA Workspace,Medium,"Caller Name: Brian Murray
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name:	
Phone: 
Email: brian@murray-financial.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: ERR-W1510. Brian is trying to Register for MGA Workspace.  Wednesday Brian created his MGA RepNet: bpmurray

FINDINGS: ERR-W1510 KB KB0020538
Checked bpmurray in ISAM, not locked. tied to brian@murray-financial.com
Its possible he's entering the wrong password.

FOUND Testdummy profile in Workspace for MGA tied to H5930.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000008wUxhYAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000P8acfYAB%26cntc%3D003OH00000P8acfYAB%26id%3D005OH000008wUxhYAE

--------------------------------------***DDS  12/09/2025***--------------------------
RESOLUTION:
Hello Jennifer,

Once we’re able to speak to Brian/authenticate, we can assist in resolving or escalating if needed, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/09/2025***--------------------------
UPDATE RECEIVED FROM JENNIFER
--------------------------------------***DDS  12/09/2025***--------------------------
Thank you, but what about the error message? ERR-W1510. 

--------------------------------------***DDS 12/08/2025***--------------------------
UPDATE RECEIVED FROM JENNIFER TO CONNECT WITH BRIAN VIRUTALLY.

CHECKED THE SF PROFILE AGAIN, STILL SHOWS TEST DUMMY. HE NEEDS TO REGISTER. 

CHECKED ISAM PROFILE FOR bpmurray@clext and its not locked

WE WILL NEED TO AUTHENTICATE AND MOVE UPTO DAS AS PER KB KB0020538/NOTICE FROM MATTHEW IN DDS TRENDING ISSUES EARLIER TODAY REGARDING ERR-W1510 IF ITS NOT RESOLVED BY THE TIME HE CALLS US.

RESOLUTION: ADVISED JENNIFER, BRIAN WILL NEED TO CALL US TO FURTHER AUTHENTICATE/ASSIST
--------------------------------------***DDS 12/08/2025***--------------------------
Hello Jennifer, 

Thanks for the information. 

Brian, we will require you to call into Workspace Support so we can properly authenticate and further assist. If needed, we can also setup a Logmein session during the call. 

You can contact us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS 12/08/2025***--------------------------
EMAL RECEIVED FROM JENNIFER
--------------------------------------***DDS 12/08/2025***--------------------------
HI there,

Brian cleared his cookies with me on the call.  This didn’t resolve the issue.  Please connect virtually.  Brian will need to registered for MGA Workspace and link into AC platform.


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 


--------------------------------------***DDS  12/08/2025***--------------------------
same error and the profile isn't locked in isam. SF still shows test dummy user
Jennifer keeps replying instead.
RESOLUTION. SENT EMAIL ADVISING BRIAN TO CALL US SO WE CAN BETTER ASSIST/AUTHENTICATE IF NEEDED AS WELL.
--------------------------------------***DDS  12/08/2025***--------------------------
Thanks Jennifer.

The user ID seen in the screenshot is not locked out. 

Brian, you can try clearing your cookies/cache on your browser, instructions below for Chrome and Microsoft Edge are below to help if you’re using either.  Once cleared you can try again.

If you’re still having trouble Brian, we need to connect with you over the phone and possibly setup a LogMeIn session.  

You can call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F, thanks.

Edge
1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’
Close the entire browser once cleared and re-open a new browser

Chrome
1. Click three dots in the top right-hand corner of Chrome.
2. From the dropdown click ‘More Tools’ then click on ‘Clear Browsing Data’
3. In the pop-up window select the desired time range
a. Select All Time
4. Make sure to check off the boxes for:
a. Cookies and other site data
b. Cached images and files
5. Click ‘Clear Data’ to complete
Close the entire browser once cleared and re-open a new browser

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/08/2025***--------------------------
UPDATE RECEIVED FROM JENNIFER. SAME ERROR. 
--------------------------------------***DDS  12/08/2025***--------------------------
Hi there,

Please see error message below.  Brian changed his MGA RepNet password and now unable to register for MGA Workspace and link.  


--------------------------------------***DDS  12/08/2025***--------------------------
SENT FOLLOW UP with instructions from CL mailbox as he's wanting to register for MGA

--------------------------------------***DDS  12/08/2025***--------------------------
Hello Brian,

We received the below message from Jennifer to further assist you with registering for your MGA Workspace account.

The error in the screenshot received indicates you’re possibly using the wrong password for the User ID you created.

You can re-set the password by going to Request your forgotten password | Canada Life RepNet . When re-setting the password, you will need to enter the username as indicated, bpmurray@clext

Once the password is re-set, please try to register for Workspace again by going to Register

If you’re still receiving an error, let us know the error#/provide a screenshot and let us know what your advisor code is to further check, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   

--------------------------------------***DDS  12/08/2025***--------------------------
EMAIL RECEIVED FROM Jennifer Calcutt at the adsl mailbox

--------------------------------------***DDS  12/08/2025***--------------------------
HI There,

Brian is trying to Register for MGA Workspace.  Wednesday Brian created his MGA RepNet: bpmurray

Can you assist with this error message

 

Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944",True,2025-12-08T20:42:19.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T13:57:39.000+0000,005OH00000AUS7aYAH,2025-12-09T14:04:55.000+0000,005OH00000AUS7aYAH,2025-12-09T14:04:55.000+0000,(613)791-4671,(613) 791-4671,brian@murray-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNf2ZYAS,False,,24341362,0030A0000029VZaQAM,0010A000002vvSNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T14:18:23.000+0000,False,False,005OH00000245RQYAY,2025-12-08T14:18:23.000+0000,005OH00000245RQYAY,2025-12-08T14:18:24.000+0000,005OH00000245RQYAY,2025-12-08T14:18:24.000+0000,(450)582-6094,(514) 951-4565,michel@micheldupuis.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNfEbYAK,False,,24340505,003G0000018f716IAA,0010A000002wP4RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New Phone/Authenticator Issue,Medium,"Caller Name: Tabetha Billard
Advisor or support staff: Advisor 
Advisor Code: W5788
Advisor Name: KIRK R WRINN	
Phone: 1 613-224-8452 x228
Email: tabethabillard@mwfg.ca		
Siebel verification: Authenticated with Advisors ADSL info in Workspace
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: Completed.
Issue: code in authenticator app not working, bought a new phone over the weekend.

FINDINGS: Couldn't find an MGA SF profile for her but she is sure she has always used MGA for Workspace. Says she last logged in Thursday, matching the last login.
Now locked, ERR-W1281

did a TIM Tam for her Siebel CL profile 1-1EVZKDI and found no username registered for the CL profile
did a TIM Tam for her Siebel ADSL profile 1-1ESXUS5 and found LL75845@clext is registered/active in ISAM. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000000VBvFYAW%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH000001x8VjYAI%26cntc%3D003OH000001x8VjYAI%26id%3D005OH000000VBvFYAW

Checked with Jennifer/Assist Desk and she confirmed if she can pass the authentication as per kb, we can proceed and then have her sign in to check.

RESOLUTION: Followed KB0020738. Authenticated with the Advisors ADSL W5788. Removed Auth from her SF ADSL profile which is the only one. had her scan the QR code, setup/authenticate into Workspace. had her sign out/in again to test with success.


--------------------------------------***DDS  12/08/2025***--------------------------
Hello Tabetha,

Thank you for contacting Workspace Support today regarding not being able to access your Workspace account. 

It was a pleasure helping you regain access to Workspace again. 

As discussed, you bought a new phone over the weekend and installed the Microsoft Authenticator however it would not allow for authentication into Workspace.

During our call, we completed verification, removed the authenticator from your profile, and re-added it. 

You were then able to sign into Workspace, we tested by having you sign out and in again with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-08T14:45:34.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T14:00:33.000+0000,005OH00000AUS7aYAH,2025-12-08T14:45:34.000+0000,005OH00000AUS7aYAH,2025-12-08T14:45:34.000+0000,(613)224-8452,(613) 889-8452,kirkwrinn@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNgSRYA0,False,,24343042,003G0000018f7xJIAQ,0010A000002wQ3UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-12-08T14:50:11.000+0000,False,False,005OH000006uYruYAE,2025-12-08T14:49:27.000+0000,005OH000006uYruYAE,2025-12-09T15:20:42.000+0000,005OH000006uYruYAE,2025-12-09T15:20:42.000+0000,(204)297-6224,,deborah@capekfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNhoIYAS,False,,24341055,0030A0000029penQAA,0010A000002wC3XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1285,Medium,"***2025/12/08***
 
 
==================================================================================
 
User's Name: Arooran Shanmugasamy
Email: sarooran@gmail.com
Code: 24937
KBA: KB0020563  
Verification: Week 3 (MGA Advisor)
 
==================================================================================
 
***Email Chain***
Hi Arooran,

Thanks for contacting Canada Life Workspace Support regarding your Workspace Password Reset issue. This is a follow-up email summarizing our call together.

Advisor called in to have his password reset as he was receiving an error code ERR-W1285. We were able to unlock the account and reset his password.

However, Arooran does not have his authenticator setup. Arooran advised me that he would like a callback at a more convenient time to setup his MFA. Arooran please reply to this email with a time and date of when you would like a callback and I can setup a time with you to have a callback.

Thanks for calling Arooran and have a great day!",True,2025-12-08T14:12:22.000+0000,False,False,005OH00000BFPZIYA5,2025-12-08T14:12:22.000+0000,005OH00000BFPZIYA5,2025-12-08T15:51:42.000+0000,005OH00000BFPZIYA5,2025-12-08T15:51:42.000+0000,(905)762-1288,,sarooran@gmail.com,(905)762-1688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNhzZYAS,False,,24340761,0030A0000029ZoZQAU,0010A000002vz2sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace registration.,Medium,"***DDS*** 12/08/25
Name: Gisele Robitaille   
Phone: 
Agent code: 90127
Reference: KB0017316

Hello Gisele,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace registration.
 
To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: December 5, 2025 11:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Robitaille & Associates Inc <gisele@robitailleanda.com>
Subject: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi there, 

Can you please assist Gisele as her login info is not working. 

Thank you, 

Jenn 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Roe, Jennifer 
Sent: December 5, 2025 11:10 AM
To: Robitaille & Associates Inc <gisele@robitailleanda.com>
Subject: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)



Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Roe, Jennifer 
Sent: November 21, 2025 3:02 PM
To: Gisele Robitaille <gisele@robitailleanda.com>
Cc: Stewart, James <James.Stewart@advicecanada.com>
Subject: RE: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi Gisele, 

Enjoy your time off, I’m certain it’s well deserved. 

Please let me know your availability on Dec 5th and we can schedule a call to review. 

Thanks, 

Jenn 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Gisele Robitaille <gisele@robitailleanda.com> 
Sent: November 21, 2025 2:48 PM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Cc: Stewart, James <James.Stewart@advicecanada.com>
Subject: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi Jenn, Thanks for your reply and I would definitely appreciate your help. As of tomorrow I am on vacation until Dec 4th can we meet on the 5th or the following week please? Gisele Get Outlook for iOS From: Roe, Jennifer <Jennifer. Roe@ advicecanada. com>
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Hi Jenn, 
Thanks for your reply and I would definitely appreciate your help.  As of tomorrow I am on vacation until Dec 4th can we meet on the 5th or the following week please? 
Gisele 

Get Outlook for iOS
________________________________________
From: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Sent: Friday, November 21, 2025 12:54:18 PM
To: Gisele Robitaille <gisele@robitailleanda.com>
Cc: Stewart, James <James.Stewart@advicecanada.com>
Subject: Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD) 
 
Hi Giselle,

The instructions are below for your Canada Life ID and MGA Workspace. 

Would you like me to call you this afternoon to give you a hand? 

Thanks. 

Jenn 

Get Outlook for iOS
________________________________________
From: Gisele Robitaille <gisele@robitailleanda.com>
Sent: Friday, November 21, 2025 12:51:43 PM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Cc: Stewart, James <James.Stewart@advicecanada.com>
Subject: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD) 
 
Hi Jennifer, How do I go about Registering for Workspace MGA? Please advise. Get Outlook for iOS From: Roe, Jennifer <Jennifer. Roe@ advicecanada. com> Sent: Thursday, November 20, 2025 2: 35: 54 PM To: Gisele Robitaille <gisele@ robitailleanda. com>
Hi Jennifer,
How do I go about Registering for Workspace MGA?  Please advise.

Get Outlook for iOS
________________________________________
From: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Sent: Thursday, November 20, 2025 2:35:54 PM
To: Gisele Robitaille <gisele@robitailleanda.com>
Cc: Stewart, James <James.Stewart@advicecanada.com>
Subject: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD) 
 
Hi Gisele,
 
I trust that this email finds you well. 
 
You have not registered for Canada Life (MGA) Workspace. You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. 
 
“With the Canada Life direct insurance contract changes happening in 2026 you will need to register for MGA Workspace so that you can continue to write insurance business with Canada Life through your MGA contract.
 
You will be able to link your Canada Life direct Workspace account with you MGA Workspace account for ease of use moving forward”
 
All instructions are below.
 
*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.
 
Kindly let me know if you require any assistance and I’ll be happy to schedule a call.  
 
Thank you, 
 
Jenn 
 
 
Jennifer Roe 
 
Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743
 
 
 
In Partnership with
 
James Stewart
 
Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
Canada Life Workspace account is waiting for you.
View in browser.

 	 	 

 
 
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Register for Canada Life MGA Workspace today!
You’re receiving this email because you’re contracted with both Financial Horizons and Canada Life.

Welcome to Canada Life Workspace, your digital hub to manage your business, service your clients and access tools to grow your business with Canada Life.

Your Canada Life MGA business needs its own Workspace access
If you’re recently contracted with Financial Horizons, you’ll need to register for a separate version of Workspace. 
•	Get a tailored experience for your MGA business.
•	Stay organized with clear business channels.
•	Easily manage both types of business as your practice evolves.
We’re working to unify your experience this fall and taking this extra step today sets you up for what’s next.
Get started: step-by-step guide
Your registration information 	
First Name:	Gisele
Last Name:	Robitaille
Advisor code*:	90127
Activation code:	1-GJ1CB


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 	3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 	4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need support?
Contact Workspace Support at CLWorkspaceSupport@canadalife.com.
To learn more, go to Workspace resource page.

Register today and unlock the full potential of Canada Life Workspace.


 
 
Canada Life and design are trademarks of The Canada Life Assurance Company. If you don’t want to receive these updates, you can unsubscribe here.

 



 
 	 	 

 
 
Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement. 
Inscrivez-vous à l’Espace affaires pour AGD de la Canada Vie dès aujourd’hui! 
Vous recevez ce courriel parce que vous détenez un contrat auprès de la Financière Horizons et de la Canada Vie.

Bienvenue dans l’Espace affaires de la Canada Vie, une plateforme numérique où vous pouvez gérer votre pratique, servir vos clients et accéder à des outils pour faire croître vos affaires avec la Canada Vie.

Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie
Si vous avez récemment établi un contrat avec la Financière Horizons, vous devrez vous inscrire à une version distincte de l’Espace affaires. 
•	Obtenez une expérience sur mesure pour vos affaires d’AGD.
•	Restez organisé grâce à des canaux d’affaires clairs.
•	Gérez facilement les deux types d’affaires à mesure que votre pratique évolue.
Nous travaillons à uniformiser votre expérience à l’automne et cette mesure supplémentaire que nous prenons aujourd’hui vous prépare pour ce qui est à venir. 
Pour commencer : guide étape par étape 
Renseignements sur votre inscription	
Prénom: 	
Nom de famille:	
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 






Besoin d’aide?
Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com.
Pour en savoir plus, consultez la page de ressources de l’Espace affaires. 

Inscrivez-vous dès aujourd’hui et tirez le maximum de l’Espace affaires de la Canada Vie.



 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie. Si vous ne souhaitez pas recevoir ces mises à jour, il vous suffit de vous désabonner ici.",True,2025-12-08T14:06:19.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T14:06:19.000+0000,005OH00000BGeeHYAT,2025-12-08T16:04:02.000+0000,005OH00000BGeeHYAT,2025-12-08T16:04:02.000+0000,(705)527-1374,,gisele@robitailleanda.com,(705)527-1377,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNiAyYAK,False,,24346234,003G0000018f7fbIAA,0010A000002wPmAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Link - INC1930525/INC1932078/INC1932091,Medium,"INC1930525 - needs to cancel and start again, advised

*** DDS 10DEC2025 ***

asked user to try submitting 60925565-0 and 60925573-0 after fix applied

*** DDS 09DEC2025 ***
called advisor and submitted INC1932078 and INC1932091 for PAR applications 60925565-0 and 60925573-0 getting REDWOOD error

*** DDS 08DEC2025 ***
INC1930525 - submitted - unable to edit app
link was in expired status for app 60923142-4, re-activated, took over call, not a signature issue, user unable to edit application, did logmein session with the user to capture screenshot

*************Dec.08.25**************
KB0021645- Advisor is not able to make an edit and resend the link to the client. Error- Technical error has occurred. 


Email: glistainsurance@gmail.com 
Application: 60923142-4 
Phone: 226-979-2644
Code: W0892
ALEXGLISTA

-----------------------------------EMAIL CHAIN:
Hi Alexandra,

I have heard back from our Simple Protect team regarding 60923142-4. Unfortunately, it is not an outcome that we were hoping for. The team has confirmed that the application needs to be cancelled, and a new application needs to be started. The error is caused by entering and de-selecting values (in this case the CT check box). To avoid the issue in the future, the advice is to only select options that apply and leave all others unchecked. The team is working on a permanent fix for this and there is no current ETA. I checked with the team to see if there was any possibility of duplicating the app and was advised that this is not possible. I sincerely apologize for the inconvenience. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Good morning Alexandra,

We have been provided with updates regarding the two Simple Protect apps where you were getting ‘Oops something went wrong Redwood’ for 60925565-0 and 60925573-0. The team has applied a data fix. Can you please confirm if you are now able to move forward with the applications?

Regarding the issue with 60923142-4, we have requested that this be prioritized, it is being reviewed by a different team, and I will let you know as soon as I get an update.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Alexandra,

Thank you for taking my call this morning. I have submitted INC1932078 and INC1932091 for applications 60925565-0 and 60925573-0 where you are getting the ‘oops something went wrong – Redwood’ error message in Simple Protect. As we discussed, I have requested an update for 60923142-4 that was submitted to the Lab for investigation yesterday where you ran into the error in the Health and Lifestyle section. We are also investigating the issue that you mentioned regarding the fact that the ‘return to dashboard’ button is not working after you send an app to the client for signature. As soon as I get an update, I will reach out to you to advise.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Alexandra Glista <glistainsurance@gmail.com> 
Sent: December 9, 2025 11:02 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Re: Simple Protect unable to edit application - C24346234/INC1930525/INC1932078/INC1932091

Hi Jennifer, I am just off my meetings. I am free now if you are able to call me at 226-979-2644 I have not touched them since last night so not sure if they will still error. I don't need them as I had to reinput but I thought you should
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    Report Suspicious     



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Hi Jennifer,
I am just off my meetings.
I am free now if you are able to call me at 
226-979-2644
I have not touched them since last night so not sure if they will still error. I don't need them as I had to reinput but I thought you should see the error

Sincerely,
Alexandra Glista

President
Glista Insurance Solutions
33 Blue Forest Cres
Guelph, ON  N1E 0P2
226-979-2644
glistainsurance@gmail.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 


On Tue, Dec 9, 2025 at 10:45 AM Workspace Support <WorkspaceSupport@canadalife.com> wrote:
Hello Alexandra,
 
That is awful news, I am so sorry to hear that. Yes, absolutely we can schedule a call today so I can grab some screenshots and escalate the issues. Let me know what time works best for you today and the number I can reach you at. I am in the office until 4:00pm EST today and I am available between now and 12:00pm or 2:00pm onward.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
From: Alexandra Glista <glistainsurance@gmail.com> 
Sent: December 9, 2025 9:58 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Westaway, Paul <Paul.Westaway@advicecanada.com>
Subject: [EXT] Re: Simple Protect unable to edit application - C24346234/INC1930525
 
So, I can not express how upset I was with the system last night I was taking 3 applications, total annual premium of $305,000. All 3 crashed and would not let me in I had to restart and retype the information. It was beyond upsetting and nearly
So,
I can not express how upset I was with the system last night
 
I was taking 3 applications, total annual premium of $305,000.
All 3 crashed and would not let me in
 
I had to restart and retype the information. It was beyond upsetting and nearly lost the sale.
What is going on with Simply Protect?
 
The error code was AZURE and REDWOOD and I did not get the 3rd as I was so pissed off.
 
I am jumping onto a meet to take 3 more PAR apps this morning, can you please reach out later and I can do a logmein123 with you as I did not delete them to show you.
 
Sincerely,
Alexandra Glista
 
President
Glista Insurance Solutions
33 Blue Forest Cres
Guelph, ON  N1E 0P2
226-979-2644
glistainsurance@gmail.com
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 


Hello Alexandra,

Thank you for contacting Workspace Support today regarding the issue of being unable to edit the Health and Lifestyle questionnaire for Simple Protect application 60923142-4. It was a pleasure speaking with you today and thank you for connecting via logmein so I could capture some screenshots. I have escalated the issue to our Digital Hub team for investigation, and I will follow up with you as soon as I hear back with additional information. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T15:47:34.000+0000,False,False,005OH000006wv2TYAQ,2025-12-08T15:39:06.000+0000,005OH00000BG5v4YAD,2025-12-10T20:29:34.000+0000,005OH000006wv2TYAQ,2025-12-10T20:29:34.000+0000,(226)979-2644,(226) 979-2644,glistainsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNiisYAC,False,,24348319,003OH00000PlbfIYAR,001OH00000VLpCOYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:08:20.000+0000,False,False,005OH00000245RQYAY,2025-12-08T16:08:20.000+0000,005OH00000245RQYAY,2025-12-08T16:08:20.000+0000,005OH00000245RQYAY,2025-12-08T16:08:20.000+0000,(514)883-1217,,sara.nematollahi@safavifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNjOlYAK,False,,24343719,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-08T15:04:49.000+0000,False,False,005OH000006uyEFYAY,2025-12-08T15:01:11.000+0000,005OH000006uyEFYAY,2025-12-11T20:12:21.000+0000,005OH000006uyEFYAY,2025-12-11T20:12:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEFYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNjmwYAC,False,,24343455,0035o000007Z7daAAC,0015o000008FaC8AAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor is trying to register for workspace but is getting an error.
**********
Hi Devon , thank you for contacting the workspace support today.

To recap our call, we confirmed your user ID was created on Friday , you will able to register for workspace in two business days once the information required has been moved over to the workspace platform. 


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T15:05:59.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T14:56:36.000+0000,005OH00000BFQFCYA5,2025-12-08T15:15:37.000+0000,005OH00000BFQFCYA5,2025-12-08T15:15:37.000+0000,(613)937-0489X23,,devon@boughfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNkscYAC,False,,24341689,003G0000018f6T9IAI,0010A000002wOPTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call interaction issue,Medium,"*** DDS Dec 8th, 2025 ***
User reported a strange interaction where someone asked for age and heart monitor will be sent. I affirmed everyone at DDS is professional, would not ask these questions, but that screen sharing is done, and provided alternate number.
============
Good morning Patrick,

Thank you for reaching out to Workspace Support with this information.

That is indeed a strange interaction. None of the agents in our team would ask for an advisor’s age and mention a heart monitor. Agents usually indicate their name, thanking you for contacting Workspace Support and help you with any issues you may have. We also ask sometimes to access an advisor’s screen using www.logmein123.com when we think it can help resolve an issue faster.

The other number you can use to reach out to us is 1-888-999-4516 if you prefer.

Thank you for bringing this to our attention, and don’t hesitate to reach out to us if you have other questions.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-08T14:25:40.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-08T14:25:40.000+0000,005OH00000AbJ7aYAF,2025-12-08T14:28:02.000+0000,005OH00000AbJ7aYAF,2025-12-08T14:28:02.000+0000,(613)695-8611X1100,(613) 297-5717,garry.moore@miig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNldPYAS,False,,24341919,0030A0000029VmTQAU,0010A000002vveSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T14:30:08.000+0000,False,False,005OH00000245RQYAY,2025-12-08T14:30:08.000+0000,005OH00000245RQYAY,2025-12-08T14:30:08.000+0000,005OH00000245RQYAY,2025-12-08T14:30:08.000+0000,(877)899-8827,,info@guidanceconseils.com,(877)425-4515,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNmKxYAK,False,,24341484,003OH00000L7OhWYAV,001OH00000PkEGAYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access- err w1281 MFA Disconnect,Medium,"****DDS**** 12/08/2025
User was having issues signing in as they were getting err w1281. Did a logmein session and walked user through a password reset. User then experienced MFA issues. Authenticated and disconnected MFA.


ref::::KB0021888


*****EMAIL CHAIN*****

Hello Chittaranjan, 

     It was a pleasure assisting you with resetting your password and getting your MFA reconnected to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T14:44:49.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T14:21:01.000+0000,005OH00000BFQFHYA5,2025-12-08T14:44:49.000+0000,005OH00000BFQFHYA5,2025-12-08T14:44:49.000+0000,(519)657-5500,,chittaranjan@meritgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNmMaYAK,False,,24343283,0030A0000029goDQAQ,0010A000002w4lyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1293,Medium,"KB0022764- User is not able to sign into Workspace (compliance reason) 

Email: wpctang@hotmail.com 

***********************************************************


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 10:25 AM
To: wpctang@hotmail.com
Subject: Workspace Support C24343283- ERR-W1293

Good morning, Ping Chi

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!
 
You can reach out to client service center regarding your clients and policies at 1-888-252-1847. 
Regarding the error message, the investigation is still under process. I have sent in a follow up to see if it can be escalated and as soon as there is an update you will be reached out too. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


*********************************************************************************


From: Jeyaseelan, Antia 
Sent: December 8, 2025 10:26 AM
To: DDS Leaders <DDSLeaders@canadalife.com>; Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com>
Subject: Workspace Support C24343283- ERR-W1293

Good morning, 

User is receiving error message login error ERR-W1293. User has indicated that this began with C23695567. 

It has been a month; the user is requesting it be escalated and be updated as soon as it is fixed. 

PING CHI WILLIAM TANG
Code: 33079
Email: wpctang@hotmail.com
Phone: 647-235-2381

Can we please look at this, so we can help the user. 

Thank you!
Antia J  
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Antia.Jeyaseelan@canadalife.com
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T15:26:16.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T14:53:46.000+0000,005OH00000BG5v4YAD,2025-12-08T15:26:17.000+0000,005OH00000BG5v4YAD,2025-12-08T15:26:17.000+0000,(905)470-8222,(416) 917-3176,wpctang@hotmail.com,(905)427-8804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNpFZYA0,False,,24341753,003G0000018f7DzIAI,0010A000002wPInQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"Simple Protect Application 60924133-0 stuck, unable to continue to next screen.",Medium,"***DDS*** 12/08/25
Name: Angela Baker
Phone:
Agent code: W5920

Hello Angela,

Thank you for confirming everything is good now, I will close out the ticket.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: angela.baker@prosperitywealth.ca <angela.baker@prosperitywealth.ca> 
Sent: December 8, 2025 9:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 24341753 - RE: Simple protect issue

It has now started working. You can close the case. Thanks. Angela Baker, B. Comm. Office Manager & Financial Advisor Jonathan Noel, QAFP, Owner Prosperity Private Wealth 42 Little Bay Road, PO Box 730 Springdale, NL A0J 1T0 Tel: (709) 673-5550
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
It has now started working.  You can close the case.   Thanks.   

Angela Baker, B. Comm.
Office Manager & Financial Advisor

Jonathan Noel, QAFP, Owner
Prosperity Private Wealth
42 Little Bay Road, PO Box 730
Springdale, NL  A0J 1T0
Tel: (709) 673-5550   Fax: (709) 673-2163
Email: angela.baker@prosperitywealth.ca




***DDS*** 12/08/25
Name: Angela Baker   
Phone: 
Agent code: W5920
Reference: Probing Questions

Advisor name: Jonathan Noel

Hello Angela,

Thank you for contacting the Workspace support group regarding Simple Protect application being stuck. 

Please confirm any trouble shooting steps you have taken so we can report what has been tried.  Ie. Have you tried clearing the cache and cookies from the web browser or tried a different browser?   I do understand that you had this issue not too long ago, but we do need to confirm.

Please also confirm the Application Type?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Angela Baker <angela.baker@prosperitywealth.ca> 
Sent: December 4, 2025 12:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Simple protect issue

Hello, I am having an issue with Simpleprotect letting me proceed with an application. I am on this screen below (application # included in this screenshot). I do have everything filled out. I had a similar issue last week with an application
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I am having an issue with Simpleprotect letting me proceed with an application.

I am on this screen below (application # included in this screenshot). I do have everything filled out.

 



I had a similar issue last week with an application that I wasn't able to get the pages to move on. That incident # was 24054290/INC1872596.

Please advise on how to fix this issue.

Thanks,
Angela



Angela Baker, B. Comm.
Office Manager & Financial Advisor

Jonathan Noel, QAFP, Owner
Prosperity Private Wealth
42 Little Bay Road, PO Box 730
Springdale, NL  A0J 1T0
Tel: (709) 673-5550   Fax: (709) 673-2163
Email: angela.baker@prosperitywealth.ca",True,2025-12-08T14:27:09.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T14:27:09.000+0000,005OH00000BGeeHYAT,2025-12-08T15:17:20.000+0000,005OH00000BGeeHYAT,2025-12-08T15:17:20.000+0000,(709)673-5550,(709) 673-7888,jonathan.noel@prosperitywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNpKPYA0,False,,24341764,0030A0000029VjTQAU,0010A000002vvbXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T14:27:18.000+0000,False,False,005OH00000245RQYAY,2025-12-08T14:27:18.000+0000,005OH00000245RQYAY,2025-12-08T14:27:18.000+0000,005OH00000245RQYAY,2025-12-08T14:27:18.000+0000,(418)652-8011,,sylvain.hamel@cibc.ca,(418)654-1017,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNpvcYAC,False,,24345217,003G0000018f6znIAA,0010A000002wP2RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T15:24:03.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T15:24:03.000+0000,0050A000000WjqvQAC,2025-12-08T15:24:04.000+0000,0050A000000WjqvQAC,2025-12-08T15:24:04.000+0000,(613)902-7100,(613) 849-7041,bob@btfinancial.ca,(613)701-9725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNq6pYAC,False,,24344965,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T15:20:07.000+0000,False,False,0055o000001NWfMAAW,2025-12-08T15:20:07.000+0000,0055o000001NWfMAAW,2025-12-08T15:20:08.000+0000,0055o000001NWfMAAW,2025-12-08T15:20:08.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNq8PYAS,False,,24341971,0030A0000029m0tQAA,0010A000002w92wQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect,Medium,"*************Dec.08/25*****************
User indicated the signature has expired for the application. 
KB0021645 - Warm transfer to L2 (Jermeie) 

Code: F1778
Email: rahman@alifinancialgroup.ca 
Phone: 416-568-5264
Application: 6092400-8 
ISAM: COCO300",True,2025-12-08T14:43:28.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T14:30:49.000+0000,005OH00000BG5v4YAD,2025-12-08T14:43:28.000+0000,005OH00000BG5v4YAD,2025-12-08T14:43:28.000+0000,(905)660-9414X250,,rahman.ali@freedom55.com,(905)266-2030,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNs29YAC,False,,24342291,0030A0000029UfQQAU,0010A000002vuk6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T14:36:18.000+0000,False,False,005OH00000245RQYAY,2025-12-08T14:36:18.000+0000,005OH00000245RQYAY,2025-12-08T14:36:18.000+0000,005OH00000245RQYAY,2025-12-08T14:36:18.000+0000,(450)713-1501,,klcarrier@equipecqc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNtBCYA0,False,,24347260,003G0000018f7x0IAA,0010A000002wQ3BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T15:53:23.000+0000,False,False,005G0000002gyDJIAY,2025-12-08T15:53:23.000+0000,005G0000002gyDJIAY,2025-12-08T15:53:24.000+0000,005G0000002gyDJIAY,2025-12-08T15:53:24.000+0000,(306)359-1999,(306) 533-0110,leander@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNteAYAS,False,,24342820,003OH00000Tdw6oYAB,001OH00000a6PYfYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica registration,Medium,"*** DDS 09DEC2025 ***
f/u email sent

*** DDS 08DEC2025 ***

Email address discrepancy - steps provided per KB0023734 to resolve

-------------------------------------EMAIL CHAIN:
Hello Blake,

I am following up with you regarding the email below. Please let me know if you are having any Workspace account access issues as I am happy to schedule a call to assist. You can also give our team a call at the number below at your convenience.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Good morning Blake,

I am reaching out from Workspace Support regarding your Primerica Workspace account registration. We have identified an issue with the email address used while you were registering. I will provide you with the steps to correct the issue below and I am happy to schedule a call with you to go through the steps together if you prefer.

1 - Please go to the following link https://workspace.canadalife.com/registration?r=C and select ‘Sign in’.
 

2 - Please sign in with email address lrm9h@primerica.com and the password that you already created.

3 – After you have successfully signed in, click on your initials in the top right corner of Workspace, select ‘My settings’, and then change your email address to bwatson.lrm9h@primerica.com

You will then be able to sign in normally going forward.

Please let me know if you run into any issues with this, or if you have any questions.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:36:42.000+0000,False,False,005OH000006wv2TYAQ,2025-12-08T14:45:40.000+0000,005OH000006wv2TYAQ,2025-12-17T17:36:42.000+0000,005OH000006wv2TYAQ,2025-12-17T17:36:42.000+0000,(289)356-4504,,bwatson.lrm9h@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNu0kYAC,False,,24343803,0031600002N2N4TAAV,0010A000002wNc6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"*****DDS***** 12/08/2025
User wanted to disconnect and set up MFA, DDS authenticated and assisted user

Ref:KB0020858


*****email chain*****

Hello Petros,

     Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T15:30:22.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T15:02:31.000+0000,005OH00000BFQFHYA5,2025-12-08T15:30:22.000+0000,005OH00000BFQFHYA5,2025-12-08T15:30:22.000+0000,,,petros.gouskos@gwl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNuSEYA0,False,,24344456,003OH00000FPk5RYAT,001OH00000JEciSYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 8th, 2025 ***
User could not find verification code. Authenticated using rotation 2, called back, disconnected and helped reconnect Google Authenticator app. Sign in successful.
===========
Bonjour Leo,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, j’ai déconnecté l’ancien authentificateur et vous ai aidé à connecter à Google Authenticator. Au final, vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-08T15:24:36.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-08T15:12:49.000+0000,005OH00000AbJ7aYAF,2025-12-08T15:25:56.000+0000,005OH00000AbJ7aYAF,2025-12-08T15:25:56.000+0000,(418)627-4447X405,,leo.deblois@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNuyUYAS,False,,24348193,003G000001I2hmjIAB,0010A000002wS8yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report,Medium,"Hello Spero,
 This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. 
 As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Spero,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
W0X4REJYU9
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






















Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Spero Kokonas
Code: 36756, A5702 

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to spero@kokonasfinancial.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-08T16:06:46.000+0000,False,False,005OH0000088z1hYAA,2025-12-08T16:06:46.000+0000,005OH0000088z1hYAA,2025-12-08T16:12:31.000+0000,005OH0000088z1hYAA,2025-12-08T16:12:31.000+0000,(306)229-1306,(306) 229-1306,spero@kokonasfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNvQ0YAK,False,,24348928,003OH00000MFQvEYAX,001OH00000R27KTYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:16:10.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:16:10.000+0000,0055o000002DK5fAAG,2025-12-08T16:16:10.000+0000,0055o000002DK5fAAG,2025-12-08T16:16:10.000+0000,(647)607-0236,,akashdeep.suri@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNxZnYAK,False,,24347583,0030A0000029bALQAY,0010A000002w0CAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,parts of new accounts not printing?,Medium,"***DDS*** 12/08/25
Name: Bryan Paolatto
Phone:
Agent code:
Reference: More information required ,Troubleshooting,

Hello Carolyn or Blake,

To help you with this, we need to connect with you over the phone for some troubleshooting. 

Please advise on the best time we can connect, I will do my best to get back to you at that time.

Please provide the following information.

Callback Number:
Best time for callback:
Advisor name and advisor code:
Policy number (if avaialable):
A screenshot of what you see when trying to print:
Any error messages or Blank screen:
Any other information that might be useful for us to confirm/test prior to call you:

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Paolatto, Bryan <Bryan.Paolatto@canadalife.com> 
Sent: December 8, 2025 11:24 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: 24347583 - FW: Fw: Re: Online accounts 

Hi Vinh,

Can you schedule a call with the advisor instead of having them call in?

Thanks,

Bryan Paolatto, CIM®
Regional Sales Manager, Wealth
Canada Life
C: (519) 852-3681


From: Paolatto, Bryan <Bryan.Paolatto@canadalife.com> 
Sent: December 4, 2025 4:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: 24347583 - FW: Fw: Re: Online accounts 




***DDS*** 12/08/25
Name: Bryan Paolatto                                 
Phone: 
Agent code: 
Reference: More information required ,Troubleshooting, 

Advisor name: 	Blake Wood

Hello Bryan,

Thank you for contacting the Workspace support group regarding parts of new accounts not printing (Troubleshooting).

To help the advisor with this, we need to connect with the advisor over the phone.  Please have the advisor call us at their convenience at 800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Paolatto, Bryan <Bryan.Paolatto@canadalife.com> 
Sent: December 4, 2025 4:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: 24347583 - FW: Fw: Re: Online accounts 

Hello @Workspace Support,

Have you heard from other advisors about this error?

Thanks,

Bryan Paolatto, CIM®
Regional Sales Manager, Wealth
Canada Life
C: (519) 852-3681

From: Administration <Carolyn@BWFG.ca> 
Sent: December 4, 2025 3:09 PM
To: Blake Wood <Blake@BWFG.ca>; Paolatto, Bryan <Bryan.Paolatto@canadalife.com>
Subject: [EXT] Re: Fw: Re: Online accounts 

Hi It was with the print and sign option. Thanks CaW -- Carolyn Wood Administrator 519-933-2663 Carolyn@ BWFG. ca This message, including any attachment(s), is intended only for the named recipient(s) and may contain information that is privileged,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi
It was with the print and sign option. 
Thanks
CaW
-- 
 
Carolyn Wood                               
Administrator 
     
519-933-2663       
Carolyn@BWFG.ca


This message, including any attachment(s), is intended only for the named recipient(s) and may contain information that is privileged, confidential or exempt from disclosure under applicable law. Any dissemination or copying of this message by anyone other than a named recipient(s) is strictly prohibited. If you are not a named recipient or an employee or agent responsible for delivering this message to a named recipient(s), please notify us immediately by reply email or telephone, and permanently destroy this message, and any attachment(s), and any copies you may have.  Thank you. Warning: Email may not be secure unless properly encrypted.
 To unsubscribe from receiving commercial electronic messages from Investia Financial Services Inc., click here.
 
 
 
----------Initial message---------- 
From : Blake Wood<Blake@BWFG.ca>
To : Administration<Carolyn@BWFG.ca>
Date/Time : 2025-12-04 10:26:11
Subject : Fw: Re: Online accounts
Can you let Bryan know when this was happening with the printing issues.
-- 
 
Blake Wood                               
3974 Line 15 
St. Marys, Ontario N4X 1C5 
     
519-608-3432        
Blake@BWFG.ca


Mutual Funds offered through Investia Financial Services Inc. 
This message, including any attachment(s), is intended only for the named recipient(s) and may contain information that is privileged, confidential or exempt from disclosure under applicable law. Any dissemination or copying of this message by anyone other than a named recipient(s) is strictly prohibited. If you are not a named recipient or an employee or agent responsible for delivering this message to a named recipient(s), please notify us immediately by reply email or telephone, and permanently destroy this message, and any attachment(s), and any copies you may have.  Thank you. Warning: Email may not be secure unless properly encrypted.
 To unsubscribe from receiving commercial electronic messages from Investia Financial Services Inc., click here.
 
 
 
 
 
----------Initial message---------- 
From : ""Paolatto, Bryan""<Bryan.Paolatto@canadalife.com>
To : Blake Wood<Blake@BWFG.ca>
Date/Time : 2025-12-03 16:49:30
Subject : Re: Online accounts
Did this happen when selecting the print and sign option or preview forms button? 
 
Bryan Paolatto
Regional Sales Manager, Wealth
Canada Life
C: (519) 852-3681
________________________________________
From: Blake Wood <Blake@BWFG.ca>
Sent: Wednesday, December 3, 2025 10:59:03 AM
To: Paolatto, Bryan <Bryan.Paolatto@canadalife.com>
Subject: [EXT] Online accounts 
 
Is anyone experiencing parts of new accounts not printing? Blake Wood BridleWood Financial Group Inc. 519-608-3432 Blake@ BWFG. ca On Dec 3, 2025, at 8: 06 AM, Paolatto, Bryan <Bryan. Paolatto@ canadalife. com> wrote: That’s great to hear!
 
Is anyone experiencing  parts of new accounts not printing? 
 
 

Blake Wood 
BridleWood Financial Group Inc.
519-608-3432
Blake@BWFG.ca

On Dec 3, 2025, at 8:06 AM, Paolatto, Bryan <Bryan.Paolatto@canadalife.com> wrote:
That’s great to hear! More enhancements coming as well. 
 
Bryan Paolatto
Regional Sales Manager, Wealth
Canada Life
C: (519) 852-3681
________________________________________
From: Blake Wood <Blake@BWFG.ca>
Sent: Wednesday, December 3, 2025 7:49:39 AM
To: Paolatto, Bryan <Bryan.Paolatto@canadalife.com>
Subject: [EXT] Re: USA resident 
 
Carolyn loves the online account process so much she wants you to get all new seg business. She timed opening an account yesterday and it was under 9 minutes , including looking up an address for a registered transfer. Blake Wood BridleWood
 
Carolyn loves the online account process so much she wants you to get all new seg business.   
 
She timed opening an account yesterday and it was under 9 minutes , including looking up an address for a registered transfer.  
 

Blake Wood 
BridleWood Financial Group Inc.
519-608-3432
Blake@BWFG.ca

On Dec 3, 2025, at 7:16 AM, Paolatto, Bryan <Bryan.Paolatto@canadalife.com> wrote:
Unfortunately, we won’t be able to make this work.
 
Appreciate the opportunity.
 
Bryan Paolatto, CIM®
Regional Sales Manager, Wealth
Canada Life
C: (519) 852-3681
 
From: Blake Wood <Blake@BWFG.ca>
Sent: December 2, 2025 12:08 PM
To: Paolatto, Bryan <Bryan.Paolatto@canadalife.com>
Subject: [EXT] Re: RE: USA resident
 
Sorry. No ties to Canada any more, other than a sister in BC. -- Blake Wood 3974 Line 15 St. Marys, Ontario N4X 1C5 519-608-3432 Blake@ BWFG. ca Mutual Funds offered through Investia Financial Services Inc. This message, including any attachment(s),
 
Sorry.  No ties to Canada any more, other than a sister in BC. 
 
 
-- 
 
<image001.png>
Blake Wood                               
3974 Line 15 
St. Marys, Ontario N4X 1C5 
     
519-608-3432        
Blake@BWFG.ca


Mutual Funds offered through Investia Financial Services Inc. 
This message, including any attachment(s), is intended only for the named recipient(s) and may contain information that is privileged, confidential or exempt from disclosure under applicable law. Any dissemination or copying of this message by anyone other than a named recipient(s) is strictly prohibited. If you are not a named recipient or an employee or agent responsible for delivering this message to a named recipient(s), please notify us immediately by reply email or telephone, and permanently destroy this message, and any attachment(s), and any copies you may have.  Thank you. Warning: Email may not be secure unless properly encrypted.
 To unsubscribe from receiving commercial electronic messages from Investia Financial Services Inc., click here.
 
 
 
 
 
----------Initial message----------
From : ""Paolatto, Bryan""<Bryan.Paolatto@canadalife.com>
To : Blake Wood<Blake@BWFG.ca>
Date/Time : 2025-11-30 18:18:25
Subject : RE: USA resident
Hi Blake,
 
Thanks for reaching out – does she still have an address in Canada or have an existing account with Canada Life?
 
Unfortunately, we are unable to open new accounts for non-residents.
 
Regards,
 
Bryan Paolatto, CIM®
Regional Sales Manager, Wealth
Canada Life
C: (519) 852-3681
 
From: Blake Wood <Blake@BWFG.ca>
Sent: November 29, 2025 11:11 AM
To: Paolatto, Bryan <Bryan.Paolatto@canadalife.com>
Subject: [EXT] USA resident
 
I have a 69 year old client with about $50K in a maturing RRSP who lives in Boston. Can we transfer her account to Canada Life? Blake Wood BridleWood Financial Group Inc. 519-608-3432 Blake@ BWFG. ca                                          
 
I have a 69 year old client with about $50K in a maturing RRSP who lives in Boston. 
 
Can we transfer her account to Canada Life?  
 
Blake Wood
BridleWood Financial Group Inc.
519-608-3432
Blake@BWFG.ca",True,2025-12-08T15:57:51.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T15:57:51.000+0000,005OH00000BGeeHYAT,2025-12-08T17:07:47.000+0000,005OH00000BGeeHYAT,2025-12-08T17:07:47.000+0000,(519)608-3432,,blake@bwfg.ca,(519)673-0994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNydsYAC,False,,24347565,0035o000007WVG1AAO,0015o000008CzyIAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T15:57:31.000+0000,False,False,005OH00000AdAzSYAV,2025-12-08T15:57:31.000+0000,005OH00000AdAzSYAV,2025-12-08T15:57:32.000+0000,005OH00000AdAzSYAV,2025-12-08T15:57:32.000+0000,(519)284-1340,,amandafuhr@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNzJnYAK,False,,24344583,0030A0000029oqrQAA,0010A000002wBRIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cannot login to WS,Medium,"•	Reason for call: Cannot login to ws
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Needed to select correct association 
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
==========================
Bonjour Jacques, 

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à accéder à votre compte Workspace.

Votre avis compte ! Faites-nous savoir ce que vous pensez du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T15:26:47.000+0000,False,False,005OH00000BFQFGYA5,2025-12-08T15:14:39.000+0000,005OH00000BFQFGYA5,2025-12-08T15:30:36.000+0000,005OH00000BFQFGYA5,2025-12-08T15:30:36.000+0000,(514)334-4452,(514) 777-7975,jacques@jacqueslaframboise.com,(514)336-7511,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hNzurYAC,False,,24343866,003OH000004f9hoYAA,001OH000005vQhIYAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,split change,Medium,"***DDS*** 12/08/25
Name: Jessica Sutton  
Phone: 
Agent code: F6473
Reference: KB0022030  

Hello Jessica,

Thank you for contacting the Workspace support group regarding policy 41273053.

It looks like policy 41273053 is not alligned with your GWL comp code.  Once Field Buy Sell Transfer (contact & compensation) has alligned the policy to your comp code F6473, you should be able to see it winith 5-7 business days.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: December 4, 2025 3:43 PM
To: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: 24343866 - [EXT] Martins

Hi Deana, I hope you are well. Jen’s policy is still showing Jim as the advisor despite submitting the attached split change form back in 2023. Can you please proceed with moving this policy to my record and confirm once complete? @Workspace
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Deana,

I hope you are well. Jen’s policy is still showing Jim as the advisor despite submitting the attached split change form back in 2023. Can you please proceed with moving this policy to my record and confirm once complete?

@Workspace Support – can you please have workspace updated as well?

Thanks,
Jessica


Jessica Sutton, CFP
Chief Operating Officer & Advisor
303-1886 Oxford St. W., London, ON, N6K 0J8
P: 647.228.2411 | F: 519.850.5001",True,2025-12-08T15:14:57.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T15:03:29.000+0000,005OH00000BGeeHYAT,2025-12-08T15:14:57.000+0000,005OH00000BGeeHYAT,2025-12-08T15:14:57.000+0000,(647)228-2411,,jessica@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO1F9YAK,False,,24346720,0030A00000CB299QAD,0010A00000ClVPlQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration and repnet password reset-,Medium,"******DDS***** 12/08/2025
User needed assistance linking both MGA and ADSL workspace through advice canada but no MGA workspace account. Did a user id password reset after authentication and walked user through registeration  


ref::: KB0021888, KB0022055, KB0020858


*****EMAIL CHAIN*****

Hello Tonia, 

     It was a pleasure assisting you with your workspace registration today. Please allow 24-48 hours for information to download into your workspace account. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:15:12.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T15:45:38.000+0000,005OH00000BFQFHYA5,2025-12-08T16:15:12.000+0000,005OH00000BFQFHYA5,2025-12-08T16:15:12.000+0000,(613)919-0625,,toniadonaldson@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO1FAYA0,False,,24347954,0030A00000BfDqnQAF,0010A00000CFMYiQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:03:18.000+0000,False,False,0055o000001h4cFAAQ,2025-12-08T16:03:18.000+0000,0055o000001h4cFAAQ,2025-12-08T16:03:19.000+0000,0055o000001h4cFAAQ,2025-12-08T16:03:19.000+0000,(204)951-5382,,mon@smartwealthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO21gYAC,False,,24349331,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:21:27.000+0000,False,False,005OH000007fgYjYAI,2025-12-08T16:21:27.000+0000,005OH000007fgYjYAI,2025-12-08T16:21:28.000+0000,005OH000007fgYjYAI,2025-12-08T16:21:28.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO3IYYA0,False,,24344877,003G000001IkUzjIAF,0010A000002wSCfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Caller Name: James Orr
Advisor or support staff: Advisor 
Advisor Code: LL34518/F2258
Advisor Name: James Orr	
Phone: 
Email: james.orr@jamericfsaservices.com	
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: ERR-W1281

FINDINGS:F2258 shows name as james orr in SF.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001e4KLQAY%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028xd6QAA%26cntc%3D0030A0000028xd6QAA%26id%3D0050A000001e4KLQAY


RESOLUTION: authenticated as per KB0021888 .
followed KB0020560  and did a log me in session tried to access now getting  ERR-W1285 KB0020563
checked KB0020563 and then followed KB0020858, jeorr5029@clext is locked and it has james.orr@freedom55financial.com and he confirmed this.
unlocked in isam. created Canada@2025
guided him on the repnet site to create /update the password.
he was able to sign in/ had him sign out/in again to test. he was able to login.

--------------------------------------***DDS  12/08/2025***--------------------------
Hello James,

Thanks for contacting Workspace Support regarding not being able to access Workspace and receiving ERR-W1281.

It was a pleasure speaking to you and helping you re-gain access.

To recap, during our LogMeIn session. We attempted to sign into Workspace and you received ERR-W1285 which indicated your User ID jeorr5029@clext was locked.

We completed verification, unlocked the User ID and reset the password for jeorr5029@clext

We then had you sign into Workspace, you were able to access and authenticate. 

We then had you sign out/in again to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-08T16:01:22.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T15:18:48.000+0000,005OH00000AUS7aYAH,2025-12-08T16:01:22.000+0000,005OH00000AUS7aYAH,2025-12-08T16:01:22.000+0000,(514)918-9466,,james.orr@jamericfsaservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO3vKYAS,False,,24347218,0030A0000029VVDQA2,0010A000002vvOOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T15:52:44.000+0000,False,False,0055o000001h4cFAAQ,2025-12-08T15:52:44.000+0000,0055o000001h4cFAAQ,2025-12-08T15:52:44.000+0000,0055o000001h4cFAAQ,2025-12-08T15:52:44.000+0000,(204)488-3500X22,,curtis@magkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO3vNYAS,False,,24348503,0030A0000029e4PQAQ,0010A000002w2TqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Log in,Medium,"User is not able to sign into Workspace. User was able to sign in- needs to select MGA as association. 

Code: 13895 
Code: H4070
Email: spatel@patelinsurance.ca 

********************************************************
Good afternoon, Sujal

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace log in!
 
I'm glad I was able to assist you with signing into your account. As a reminder you want to select ‘MGA’ from the drop down option as the association when signing into Workspace. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:16:28.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T16:10:43.000+0000,005OH00000BG5v4YAD,2025-12-08T16:16:28.000+0000,005OH00000BG5v4YAD,2025-12-08T16:16:28.000+0000,(905)915-3871,4168973851,spatel@patelinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO43LYAS,False,,24348182,003G0000018f796IAA,0010A000002wPCPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - TCP Report,Medium,"***WRS Email Chain*** 2025-12-08
Hello Caroline,

This email is regarding your request for a list of clients without an aligned trusted contact person. Please find attached the requested reports, a separate password email will follow.  

As a reminder, this requested report's purpose is to identify clients that do not have a trusted contact person (TCP) listed on file on Investment Centre. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello Caroline,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
2B84LW5D

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:06:32.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T16:06:32.000+0000,005OH00000AX0rVYAT,2025-12-08T16:06:33.000+0000,005OH00000AX0rVYAT,2025-12-08T16:06:33.000+0000,(514)947-3756,(514) 947-3756,corey.ravenda@crwfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO5fNYAS,False,,24352143,003G0000018f7UqIAI,0010A000002wPbmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA access for policy,Medium,"==============
Bonjour Michel,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à la police 2595828.

Cette police étant sous le code de conseiller de Marc, dont vous n’avez pas l’accès, il faudrait que Marc vous donne accès en remplissant ce formulaire attaché.

Il pourra ensuite l’envoyer à distribution_methodology@canadalife.com pour vous permettre d’accéder à la police.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-08T17:12:36.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-08T16:58:45.000+0000,005OH00000AbJ7aYAF,2025-12-08T17:12:37.000+0000,005OH00000AbJ7aYAF,2025-12-08T17:12:37.000+0000,(819) 643-1512 x 243,,mhivon@ppta.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO6UwYAK,False,,24345577,0030A0000029bMuQAI,0010A000002w0KwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access - ERR-W1283,Medium,"KB0017399 - Assisted advisor in resetting the password after unlocking his access successfully.
===========================

Hi Jeffrey,

Thank you for contacting the workspace support about getting an error ERR-W1283 when trying to sign in to workspace.

We have updated you access at the back end, and you were able to successfully reset your password. We can confirm that you were able to regain your access back to workspace.

We appreciate your patience and time calling us today. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T15:42:59.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T15:29:38.000+0000,005OH00000BFPZHYA5,2025-12-08T15:47:56.000+0000,005OH00000BFPZHYA5,2025-12-08T15:47:56.000+0000,(204)489-4640,,jeffrey.klassen@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO6hwYAC,False,,24352185,0030A0000029pVxQAI,0010A000002wBx2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User is calling regarding advisors MFA, Advisor is not receiving the code, advised the advisor to contact us to assist him regarding this matter. 

Email: admin@fatefinanical.ca 
Code: C931

***************************************************
Good morning, Claudette

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace authenticator!
 
Regarding the MFA, a code would be sent to the authenticator that has been set up previously. If the advisor, Albert does not remember or wants to set up a new one he will need to give us a call so we can authenticate him and disconnect the MFA that is set up already. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:06:00.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T16:59:19.000+0000,005OH00000BG5v4YAD,2025-12-08T17:06:14.000+0000,005OH00000BG5v4YAD,2025-12-08T17:06:14.000+0000,(416)889-4923,,albert@fatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO79MYAS,False,,24350983,0030A00000BJyznQAD,0010A00000BuLN6QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:42:11.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T16:42:11.000+0000,005OH00000BfonJYAR,2025-12-08T16:42:11.000+0000,005OH00000BfonJYAR,2025-12-08T16:42:11.000+0000,(250)658-1299,,pamela.zwicky@edwardjones.com,(877)335-9358,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO7AvYAK,False,,24347338,003OH00000XXA7KYAX,001OH00000fjWPYYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 8th, 2025 ***
User wants to finish registration but username was created less than 2 business days ago. Asked to try again tomorrow mid-day minimum. Reset ISAM password together so her password should be good then. Redirected to RSM Wealth for a wealth question she had.
================
Bonjour Stéfany,

C’était un plaisir de vous parler aujourd’hui pour vous aider à finir de créer votre compte Espace Affaires.

Durant notre appel, j’ai remarqué que votre nom d’utilisateur avait été créé Vendredi, donc il y a moins de 2 jours ouvrables. Je vous conseillerai donc de réessayer à partir de demain midi pour que votre nom d’utilisateur soit mis à jour dans notre système.

Sur la page d’inscription, après avoir mis votre nom d’utilisateur et mot de passe, vous allez pouvoir confirmer votre code de conseiller, ainsi que votre nom complet et adresse courriel avant de créer un mot de passe. Ce mot de passe sera utile à chaque connexion à votre compte et est différent que votre mot de passe du nom d’utilisateur (utilisé seulement pour l’inscription). 

Vous pouvez envoyer votre formulaire d’accès d’un parti tiers à distribution_methodology@canadalife.com.

Pour les questions d’investissements (propositions, transferts, etc…), vous pouvez contacter Martin Hamaoui par email à  martin.hamaoui@canadalife.com.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-08T16:28:08.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-08T15:54:38.000+0000,005OH00000AbJ7aYAF,2025-12-08T16:28:08.000+0000,005OH00000AbJ7aYAF,2025-12-08T16:28:08.000+0000,(438)501-9821,,stefany444@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO7cJYAS,False,,24348345,0035o000007bCFoAAM,0010A000002vuQSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:08:39.000+0000,False,False,005OH0000030c5BYAQ,2025-12-08T16:08:39.000+0000,005OH0000030c5BYAQ,2025-12-08T16:08:39.000+0000,005OH0000030c5BYAQ,2025-12-08T16:08:39.000+0000,6135644384,,braden.sawatsky@cibc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO7h7YAC,False,,24345385,0030A0000029pF9QAI,0010A000002wBk1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,beneficiary name not spelled correctly,Medium,"***DDS*** 12/08/25
Name: Bonnie Peters  
Phone: 
Agent code: D8288
Reference: Call Assist - Suggest have Advisor contact CSC.

Hello Bonnie,

Thank you for contacting the Workspace support group regarding beneficiary name not spelled correctly.

Please contact Client Service Centre to have the beneficiary name corrected.
Client Service Centre number: 1-888-252-1847

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: badryoffice@shaw.ca <badryoffice@shaw.ca> 
Sent: December 4, 2025 3:51 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: tombadry@shaw.ca; 'Work' <nicoleannemiller@shaw.ca>
Subject: 24345385 - [EXT] CL NonReg policy#411267545 - Dallas Gibson

One of the beneficiary names is spelled incorrectly in Workspace. It says Brenden Borbely instead of Brendan. I have attached a copy of the application that shows it was spelled correctly when submitted. Regards, Bonnie Peters Office Administrator
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
One of the beneficiary names is spelled incorrectly in Workspace. It says Brenden Borbely instead of Brendan. I have attached a copy of the application that shows it was spelled correctly when submitted.


 

Regards,

Bonnie Peters
Office Administrator for Tom Badry

Email: badryoffice@shaw.ca
Phone: 1-877-208-5272",True,2025-12-08T15:26:37.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T15:26:37.000+0000,005OH00000BGeeHYAT,2025-12-08T16:03:46.000+0000,005OH00000BGeeHYAT,2025-12-08T16:03:46.000+0000,(403)208-5276XT3G4X8,XT3G4X8,tombadry@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO7xJYAS,False,,24349279,0030A00000BptmVQAR,0010A00000CQT4aQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-12-08***
User got a new phone and needed to disconnect and reconnect Authenticator.
DDS assisted user with disconnect and reconnect of Google Authenticator.
 
================================================================================
****Email Chain**
Hello Dame,

It was a pleasure speaking to you earlier regarding your Authenticator issue. We’re happy we were able to assist you in disconnecting and reconnecting your Authenticator.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:21:23.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T16:20:29.000+0000,005OH00000AX0rVYAT,2025-12-08T16:26:03.000+0000,005OH00000AX0rVYAT,2025-12-08T16:26:03.000+0000,(647)832-6477,,rioladame@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO83mYAC,False,,24349601,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:25:01.000+0000,False,False,005OH000004pk06YAA,2025-12-08T16:25:01.000+0000,005OH000004pk06YAA,2025-12-08T16:25:01.000+0000,005OH000004pk06YAA,2025-12-08T16:25:01.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO8lKYAS,False,,24353863,0030A0000029mTKQAY,0010A000002w9SyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:22:30.000+0000,False,False,005OH00000BfjndYAB,2025-12-08T17:22:30.000+0000,005OH00000BfjndYAB,2025-12-08T17:22:30.000+0000,005OH00000BfjndYAB,2025-12-08T17:22:30.000+0000,(306)221-7797,,k.werschler@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO9SwYAK,False,,24351250,0035o000003dedwAAA,0015o000004HQ3RAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:46:00.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T16:46:00.000+0000,005OH00000BfonJYAR,2025-12-08T16:46:01.000+0000,005OH00000BfonJYAR,2025-12-08T16:46:01.000+0000,(604)495-9092,(778) 239-6988,asgharsaad@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hO9pOYAS,False,,24345818,003G0000018f6pBIAQ,0010A000002wOquQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T15:33:24.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T15:33:24.000+0000,0050A000000WjqvQAC,2025-12-08T15:33:24.000+0000,0050A000000WjqvQAC,2025-12-08T15:33:24.000+0000,(613)205-8020,(613) 812-2241,barry@rwsl.ca,(613)205-8007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOA8mYAG,False,,24346950,003OH00000T5JJDYA3,001OH00000ZPgw4YAD,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Financial Horizons Access to Workspace,Medium,"YAO GUO LUO
user is adking about financial horizons and linking their accounts through there
provided clarifications about the account linking information

Email:
----------
Hello Yao Guo.

Thank you for contacting Workspace Support about options for accessing workspace through financial horizons. I am happy to provide clarification to your inquiry.

I do see that you have Workspace access through both the MGA option and through Advisor Solutions. This means that you might need to often switch between accounts. The Financial Horizons access allows for your to easily switch between those accounts when signed into one account.

You also have the option to not use Financial Horizons to switch between accounts and access workspace directly from the workspace site. When you want to switch accounts, you will log out of one and log in to the other manually.

Whichever option you choose depends on your preference.

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com> 
Sent: December 5, 2025 10:14 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Luo, Yao Guo <yaoguo.luo@yglfinservices.com>
Subject: TR: Some doubts on the email from Financialhorizons **URGENT request for advisor**
Importance: High

Hello Workspace Support,

Can you please answer the advisor’s questions in his email below.
Thank you !

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance


 

Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

De : Yao Guo Luo <yaoguo.luo@yglfinservices.com> 
Envoyé : 4 décembre 2025 21:51
À : Tremblay, Sylvie <Sylvie.Tremblay@canadavie.com>
Objet : [EXT] Some doubts on the email from Financialhorizons
Importance : Haute

Good afternoon Sylvie, Recently someone told me that there is no need for me to open the Workspace of Financialhorizons if I sell only the products of Canada Life with the current Workspace of Canada Life (please see the attachment one “Workspace
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon Sylvie,

Recently someone told me that there is no need for me to open the Workspace of Financialhorizons if I sell only the products of Canada Life with the current Workspace of Canada Life (please see the attachment one “Workspace of Canada Life”). Today I received an email (please see the email attached) from Financialhorizons mentioning “We are introducing adaptive Multi-Factor Authentication (MFA) for enhanced protection, which only requires a 2nd factor method (authenticator app, biometrics, passkey, or SMS)”. Can I ignore this information or not? Thank you very much for your help!

Best Regards,

Yao Guo Luo
December 4, 2025

Yao Guo Luo 
Financial Security Advisor - Conseiller en sécurité financière 
Mutual Fund Representative – Représentant en épargne collective 
1350 Boul. Rene-Levesque West, Suite 300 
Montreal, QC  H3G 1T4 
Tel: 438-875-6141
Fax: 514-931-9553
Prenez note de mon nouveau courriel : yaoguo.luo@yglfinservices.com 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu..  Merci.. À noter: nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The content of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thanks you. Note: we have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-08T15:49:02.000+0000,False,False,005OH00000BGf2TYAT,2025-12-08T15:49:02.000+0000,005OH00000BGf2TYAT,2025-12-08T15:50:38.000+0000,005OH00000BGf2TYAT,2025-12-08T15:50:38.000+0000,(438)875-6141,,yaoguo.luo@yglfinservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOAldYAG,False,,24349713,003OH00000M98UmYAJ,001OH00000QuwxKYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Workspace CIAM Registration,Medium,"** DDS 08DEC2025 ***
user was getting account linking error W2302, was able to find registration letter and enter Activation ID. had user log out and back in. resolved.

Advisor unable to get past the activation code in their registration.

---------------------------EMAIL CHAIN:
Hello Karl,

Thank you for contacting Workspace Support today regarding your Primerica Workspace account registration. It was a pleasure speaking with you today! To recap, we went through the steps of completing your Workspace account registration by entering your Activation code from your Welcome letter. After your account registration was completed and linked, we made sure to test by logging out and back in. Don’t hesitate to reach out to our team if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:58:44.000+0000,False,False,005OH000006wv2TYAQ,2025-12-08T16:26:19.000+0000,005OH00000BFQFCYA5,2025-12-08T17:54:12.000+0000,005OH000006wv2TYAQ,2025-12-08T17:54:12.000+0000,(709)690-0084,,kpower@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOAwjYAG,False,,24346014,0030A0000029cyaQAA,0010A000002w1ZMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T15:35:57.000+0000,False,False,005OH000004oiYEYAY,2025-12-08T15:35:57.000+0000,005OH000004oiYEYAY,2025-12-08T15:35:58.000+0000,005OH000004oiYEYAY,2025-12-08T15:35:58.000+0000,(519)657-8279,,john@justsmartmoney.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOBMcYAO,False,,24351330,0030A0000029netQAA,0010A000002wAUjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:47:00.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:47:00.000+0000,0055o000002DK5fAAG,2025-12-08T16:47:01.000+0000,0055o000002DK5fAAG,2025-12-08T16:47:01.000+0000,(416)743-1239,,jackie.yao@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOBpZYAW,False,,24346185,0030A0000029VwVQAU,0010A000002vvncQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect,Medium,"Advisor is having issues with a simple protect CI application.

******

Hi Jerry, thank you for contacting the workspace support today.

To recap our call, you were having some issues with simple protect. We tired doing a remote session and we were unable to connect however we did troubleshoot over the phone we cleared your browser, you were able to clear your history, cache, and cookies. You were also able to access the application and send it over to the client


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T15:44:24.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T15:38:29.000+0000,005OH00000BFQFCYA5,2025-12-08T15:57:25.000+0000,005OH00000BFQFCYA5,2025-12-08T15:57:25.000+0000,(416)733-4722,4168331908,jerry.sun@ig.ca,(416)733-7741,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOCXAYA4,False,,24348750,003G0000018f7g4IAA,0010A000002wPmdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:14:02.000+0000,False,False,005G0000002gxxjIAA,2025-12-08T16:14:02.000+0000,005G0000002gxxjIAA,2025-12-08T16:14:02.000+0000,005G0000002gxxjIAA,2025-12-08T16:14:02.000+0000,,(514) 814-7630,louis@lasuitelogique.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOG4UYAW,False,,24347276,003OH00000MtyQPYAZ,001OH00000RmddzYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Creating a Report,Medium,"REID RAMSEYER
user is trying to view new clients through a report
Advised user that unfortunately we cannot filter down the reports list to only new business and they will only be able to see new accounts which is not what they were looking for.

Email:
----------
Hello Reed,

Thank you for contacting Workspace Support about creating a report to see your new business from 2025.

As mentioned on the call, unfortunately, your Workspace account does not allow to filter the report options to only show new business on the report. The report will only show all created accounts for the year 2025. On the call, I logged into your workspace account and was able to create the only report available that is close enough to your request.

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:17:15.000+0000,False,False,005OH00000BGf2TYAT,2025-12-08T15:53:41.000+0000,005OH00000BGf2TYAT,2025-12-08T16:17:15.000+0000,005OH00000BGf2TYAT,2025-12-08T16:17:15.000+0000,(519)885-5177,,reid@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOGSjYAO,False,,24353958,0030A0000029Zf6QAE,0010A000002vytyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:23:44.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:23:44.000+0000,0055o000002DK5fAAG,2025-12-08T17:23:44.000+0000,0055o000002DK5fAAG,2025-12-08T17:23:44.000+0000,(416)679-8866,(416) 305-0767,romeo.dosremedios@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOGfbYAG,False,,24347786,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:00:47.000+0000,False,False,005OH000007fgYjYAI,2025-12-08T16:00:47.000+0000,005OH000007fgYjYAI,2025-12-08T16:00:48.000+0000,005OH000007fgYjYAI,2025-12-08T16:00:48.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOGitYAG,False,,24354858,0030A0000029XRMQA2,0010A000002vx1BQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1285,Medium,"KB0020563  - Reset ISAM KB0020858 - rotation 2 (address provided) - reset temporary password

Email: sgarvida1909@gmail.com 
Code: B0012

********************************************************
Good afternoon, Shiela 

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully sign into your Workspace account.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:51:19.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T17:35:50.000+0000,005OH00000BG5v4YAD,2025-12-08T17:52:02.000+0000,005OH00000BG5v4YAD,2025-12-08T17:52:02.000+0000,(905)470-8222,(647) 883-1909,sgarvida1909@gmail.com,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOHbnYAG,False,,24351738,0031600002G4XugAAF,0010A000002wNEoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR-P051,Medium,"*** DDS 10DEC2025 ***

reporting ERR-P051 for 4 policies, logged in as user, details visible, advised

---------------------------------------------------EMAIL CHAIN:

Hello Cathy,

Thank you for contacting Workspace Support regarding the error messages below for these policies. It appears that issue has been resolved as product details for all four policies are currently visible in Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Cathy Liu <cathy.liu@zpointfinancial.com> 
Sent: December 10, 2025 1:43 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] technical issue at workspace for below policies - C24351738

HI Workspace support, Would you please help to address below 4 client policies technical issue? Thank you! Best regards, Cathy Liu, MBA, CSC, CFP® Financial Security Advisor Office: 604-438-1232 ext 6524 Fax: 604-438-7799 Email: cathy. liu@ zpointfinancial. com
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
HI Workspace support,

Would you please help to address below 4 client policies technical issue? Thank you!

 

 
 

Best regards,

Cathy Liu,  MBA, CSC, CFP®
Financial Security Advisor
Office: 604-438-1232 ext 6524
Fax: 604-438-7799
Email: cathy.liu@zpointfinancial.com 
 
 
If you no longer want to receive emails from myself, please click the word unsubscribe to email a request to me. 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-10T20:59:36.000+0000,False,False,005OH000006wv2TYAQ,2025-12-08T16:52:52.000+0000,005OH000006wv2TYAQ,2025-12-10T20:59:36.000+0000,005OH000006wv2TYAQ,2025-12-10T20:59:36.000+0000,(604)438-1232,(604) 401-8873,cathy.liu@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOHmyYAG,False,,24351874,003G0000018f6XpIAI,0010A000002wOUuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:54:59.000+0000,False,False,005OH00000AdAzSYAV,2025-12-08T16:54:59.000+0000,005OH00000AdAzSYAV,2025-12-08T16:54:59.000+0000,005OH00000AdAzSYAV,2025-12-08T16:54:59.000+0000,(519)744-5433,(519) 744-0131,nancy.koebel@lyfestylefinancial.ca,(519)578-2121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOISsYAO,False,,24347505,0030A0000029g9wQAA,0010A000002w4DsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"KB0018402 - ASA needs assistance in registering to workspace for MGA access, unfortunately she hang up while confirming some details with assist line. Was not able to get her best call back number, unable to call back.

=================

Hi Heather,

Thank you for contacting the workspace support about registering your MGA access for workspace.

Our line got disconnected while I am confirming some details and unfortunately, I could not get your best call back number. I was able to confirm that you already have an active user ID, so there is no need for you to create a new one. You may go directly to the workspace login page and register your new MGA access at https://workspace.canadalife.com/registration. If you need further assistance, you can always call us here to better help you.

My apologies for the inconvenience and thank you for your time calling us today. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-08T16:20:39.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T15:56:45.000+0000,005OH00000BFPZHYA5,2025-12-08T17:06:40.000+0000,005OH00000BFPZHYA5,2025-12-08T17:06:40.000+0000,(519)885-5177X1201,,rob@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOIW6YAO,False,,24347922,0030A00000729FFQAY,0010A000007sqblQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:02:39.000+0000,False,False,005OH00000AdAzSYAV,2025-12-08T16:02:39.000+0000,005OH00000AdAzSYAV,2025-12-08T16:02:39.000+0000,005OH00000AdAzSYAV,2025-12-08T16:02:39.000+0000,(519) 448-3477,(519) 755-7615,andrea@stepright.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOJYfYAO,False,,24352008,003G0000018f6bUIAQ,0010A000002wOYmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simpleprotect link issue,Medium,"*****DDS**** 12/08/2025

User called to verify if the link sent to them in INC1930087 for client's application was for them to open or the client, as they were having issues opening it, confirmed with assist and advised user the link is to be sent to client.


*****email chain****
Hello Rahman, 

     It was a pleasure assisting you today, as discussed, the link you received should be going to your client. If your client has any issues accessing the link, you can reach back out to us for a new link. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:17:15.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T16:56:58.000+0000,005OH00000BFQFHYA5,2025-12-08T17:17:15.000+0000,005OH00000BFQFHYA5,2025-12-08T17:17:15.000+0000,(416)568-5264,(416) 568-5264,rahman@alifinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOJbrYAG,False,,24349263,0030A0000029ZR1QAM,0010A000002vyiJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Application stuck at review and submit,Medium,"Sent ticket to SP team INC1930509. Application completed and submitted.

Application ID 60924676-6",True,2026-01-29T13:24:28.000+0000,False,False,0050A000000qsPeQAI,2025-12-08T16:20:19.000+0000,0050A000000qsPeQAI,2026-01-29T13:24:28.000+0000,0050A000000qsPeQAI,2026-01-29T13:24:28.000+0000,(416)491-7400,(416) 452-5769,ty.wehrenberg@ig.ca,(416)491-7416,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOKo2YAG,False,,24349875,003G0000018f7PrIAI,0010A000002wPWGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"STERLING REMPEL (W0860) (D2119)
user needs to set up MFA on new device
KB0020738 - authenticated user and disconnected their authenticator on file.

Email:
----------
Hello Sterling,

Thank you for contacting Workspace Support about setting up your authenticator again.

On the call today, after verifying your information, I disconnected your workspace account from your old authenticator on your previous device to give you access to set up your authenticator again. We were able to complete this set up for both your Advisor Solutions and MGA accounts.

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:47:20.000+0000,False,False,005OH00000BGf2TYAT,2025-12-08T16:28:22.000+0000,005OH00000BGf2TYAT,2025-12-08T16:47:21.000+0000,005OH00000BGf2TYAT,2025-12-08T16:47:21.000+0000,(403)229-2123,,sterling@futurevalues.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOLNXYA4,False,,24349525,0030A000007VYUrQAO,0010A000008NRJgQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password is needed to access a submitted application,Medium,"KB0013860 - Reach out to assist line. SL Kevin guided me to use the last 4 digits of the policy number, issue is resolved.

===============

Hi Vicky,

Thank you for contacting the workspace support about a password that you need to put in when accessing files included in the submitted application.

We were able to confirm that you may use the last 4 digits of the policy number of the client in which you were able to access and fix the issue. You were also asking about the status of the application itself, and we referred you over to your regional sales associate indicated in the application.

Appreciate your patience and time calling us today. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T16:50:34.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T16:24:09.000+0000,005OH00000BFPZHYA5,2025-12-08T18:03:25.000+0000,005OH00000BFPZHYA5,2025-12-08T18:03:25.000+0000,(647)972-6641,,vicky.mwilliams@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOLPBYA4,False,,24351644,0030A0000029nVRQAY,0010A000002wAMJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:51:38.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:51:38.000+0000,0055o000002DK5fAAG,2025-12-08T16:51:38.000+0000,0055o000002DK5fAAG,2025-12-08T16:51:38.000+0000,(416)695-1433X259,4167252655,t.vijay@dfsin.ca,(416)695-1713,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOLPGYA4,False,,24355133,0035o000007D4TfAAK,0015o000007t1KbAAI,,,,,,,012OH000000ijW5YAI,Open,,Email,,Incorrect Product Address for Seg Fund,Medium,"CL Advisor Lisa Li (E5098) reporting incorrect Product Address for non-tax resident (mailing address correct but should not be product address?); confirmed with Assist who to refer to; ask for further information and escalated to L2 for support as per Assist

***EMAIL CHAIN***

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 5:19 PM
To: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com>
Subject: FW: [EXT] Re: Client Jiaquan Wang - Seg Fund #411207624 - SF Case #24355133

Hi team,

Forwarding here on the advice of Assist – can someone (maybe @Meszaros, Michelle?) confirm if an overseas Product Address is possible in Workspace? 

It looks like Wealth Operations did not update the Product Address for this policy – but CoPilot and Workspace no longer reflect the overseas address. 

Looking to confirm if this falls under us and would require an INC – or if this needs to be referred elsewhere please as a unique non-resident tax exception please – thank you! 


Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: georgia.king@canadalife.com   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 4:50 PM
To: Wray, Laura <Laura.Wray@canadalife.com>; lisashuoli@crius.ca
Subject: RE: [EXT] Re: Client Jiaquan Wang - Seg Fund #411207624 - SF Case #24355133

Hi Lisa,

This is Workspace Support – reaching out based on a referral from Wealth Operations (thanks Lisa)! We would be happy to look into this further with you both. 

As we understand, Lisa is requesting that the product address for Jiaquan Wang’s Segregated Fund (411207624) be reflected as his overseas home address in Hefei, Anhui, China in alignment with his non-resident tax status – correct? 
However, when we check the policy details in our back-systems, the only address currently listed for this policy is 15699 39A Ave, Surrey BC, V3Z 0L1. 
@Wray, Laura – can you please confirm when and how you updated the spelling of the  “Hefei” as per the email thread below? Clarifying this detail will aid us in our investigation. 
Thank you both for your continued patience - we hope to provide more information shortly! 

In the meantime, Lisa, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus

From: Wray, Laura <Laura.Wray@canadalife.com> 
Sent: December 4, 2025 1:32 PM
To: lisashuoli@crius.ca
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: [EXT] Re: Client Jiaquan Wang / 411207624

Hi Lisa, 

The information is showing correctly on system. 

@Workspace Support Would you mind assisting Lisa with her inquiry below? The address on file is showing incorrectly as:

15699 39A Ave
Surrey BC V3Z0L1 – Should only show as the mailing address.

When it should be listed as:
UNIT 93-220-501
NO. 1 TUNXI ROAD BAOHE DISTRICT
HEFEI ANHUI 230001 – Should show as residential address as correctly listed on system.

Thank you,

Laura Wray
Senior Customer Service Specialist | Canadian Operations - Wealth
Laura.Wray@canadalife.com | 519-435-7382


 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Shuo Li <lisashuoli@crius.ca> 
Sent: Tuesday, December 2, 2025 1:40 PM
To: Wray, Laura <Laura.Wray@canadalife.com>
Subject: Re: [EXT] Re: Client Jiaquan Wang / 411207624

Hi Laura, Thank you so much for helping to correct the spelling of the client’s residential address — I really appreciate it. I do have one question. Since the client is a non-tax resident, his mailing address is the one in Canada, and his residential
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Laura,
Thank you so much for helping to correct the spelling of the client’s residential address — I really appreciate it.
I do have one question. Since the client is a non-tax resident, his mailing address is the one in Canada, and his residential address should be his home-country address.
However, after the update, I noticed in the system that his residential address is now showing as a Canadian address, instead of his home-country address like before.
To help illustrate the issue, please see the screenshots below:
•	Before the change: (screenshot attached)
 
•	After the change: (screenshot attached)
 
Could you please help clarify why the residential address changed to the Canadian one? I just want to ensure the information is accurate for his non-resident status.
Thank you again for your help!

Wray, Laura <Laura.Wray@canadalife.com> 于2025年12月1日周一 16:46写道：
Hi Lisa, 
 
I’m sorry I missed that. I have corrected the spelling on system to Hefei. 
 
Thank you, 
 
Laura Wray
Senior Customer Service Specialist | Canadian Operations - Wealth
Laura.Wray@canadalife.com | 519-435-7382
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Shuo Li <lisashuoli@crius.ca> 
Sent: Monday, December 1, 2025 6:56 PM
To: Wray, Laura <Laura.Wray@canadalife.com>
Subject: [EXT] Re: Client Jiaquan Wang / 411207624
 
Hi Laura, Thank you so much for helping to remove the APR under this account. Your assistance is greatly appreciated. The mailing address, which is the one you have on file, is completely correct (15699 39A Ave,Surrey BC,V3Z 0L) and there are
Hi Laura,
Thank you so much for helping to remove the APR under this account. Your assistance is greatly appreciated.
The mailing address, which is the one you have on file, is completely correct (15699 39A Ave,Surrey BC,V3Z 0L) and there are no issues with it.
The client's residential address is an overseas address, and there is a minor spelling mistake in the city name. If this spelling error does not cause any issues, we will not request a change.
Please let me know if any further action is needed.
Thank you for your guidance.
Best regards,
Lisa
 
 
 
Wray, Laura <Laura.Wray@canadalife.com> 于2025年12月1日周一 14:36写道：
Hi Lisa, 
 
The APR has been removed from this account. 
 
Please note that the current address we have on file is:
 
15699 39A Ave 
Surrey BC
V3Z 0L1
 
Thank you, 
 
Laura Wray
Senior Customer Service Specialist | Canadian Operations - Wealth
Laura.Wray@canadalife.com | 519-435-7382
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 


 
-- 
Best Regards,
Shuo(Lisa) Li
Sales Representative
Crius Financial Services Corp.
2400 - 4720 Kingsway, Metrotower II
Burnaby, BC. V5H 4N2
 
Cell:  778-927-5268
Email: lisashuoli@crius.ca
--------------------------------------------------------------------------------
CONFIDENTIALITY NOTICE: The information in this transmission may contain privileged and confidential information and is intended only for the use of the person or corporate entity to which it is addressed. The confidential nature of this communication remains regardless of whether or not you are an intended recipient. If you are not an intended recipient, please notify the sender immediately and destroy this message and all attachments, without making a copy. Any distribution or reproduction of this message is prohibited. We assume no liability for the interception of any Internet communication or the transmission of computer viruses.
Information provided in this email is for general information only and is not to be considered as legal advice or a guarantee of compliance.  Use at your own discretion.
 



-- 
Best Regards,
Shuo(Lisa) Li
Sales Representative
Crius Financial Services Corp.
2400 - 4720 Kingsway, Metrotower II
Burnaby, BC. V5H 4N2

Cell:  778-927-5268
Email: lisashuoli@crius.ca
--------------------------------------------------------------------------------
CONFIDENTIALITY NOTICE: The information in this transmission may contain privileged and confidential information and is intended only for the use of the person or corporate entity to which it is addressed. The confidential nature of this communication remains regardless of whether or not you are an intended recipient. If you are not an intended recipient, please notify the sender immediately and destroy this message and all attachments, without making a copy. Any distribution or reproduction of this message is prohibited. We assume no liability for the interception of any Internet communication or the transmission of computer viruses.
Information provided in this email is for general information only and is not to be considered as legal advice or a guarantee of compliance.  Use at your own discretion.",False,,False,False,005OH00000BFQFDYA5,2025-12-08T17:39:51.000+0000,005OH00000BFQFDYA5,2025-12-09T00:19:58.000+0000,005OH00000BFQFDYA5,2025-12-09T00:19:58.000+0000,(778)927-5268,,lisashuoli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOLaUYAW,False,,24354300,0030A00000BuPnSQAV,0010A00000CV433QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace account unlock,Medium,"*****DDS**** 12/08/2025
User needed help getting account unlocked. DDs authenticated and unlocked account and walked user through a password reset. 

ref: KB0021888


*****EMAIL CHAIN*****
Hello Trevor, 

     It was a pleasure assisting you today. We were able to successfully unlock your account and reset your password. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:40:51.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T17:28:25.000+0000,005OH00000BFQFHYA5,2025-12-08T17:40:51.000+0000,005OH00000BFQFHYA5,2025-12-08T17:40:51.000+0000,(236)420-5834,,trevor.mctavish@manulifesecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOM8LYAW,False,,24353674,003G0000018f6liIAA,0010A000002wOnSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report,Medium,"Hello Nolan,
 This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. 
 As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 








Hello Nolan,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
OJXBT0917U 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 












Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Nolan Lamb
Code: 20902

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to nolan@coachingfinancial.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-08T17:19:53.000+0000,False,False,005OH0000088z1hYAA,2025-12-08T17:19:53.000+0000,005OH0000088z1hYAA,2025-12-08T17:24:33.000+0000,005OH0000088z1hYAA,2025-12-08T17:24:33.000+0000,(403)807-6681,(403) 807-6681,nolan@coachingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOMMsYAO,False,,24353286,0035o000005y31XAAQ,0015o000006VtsuAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:14:38.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:14:38.000+0000,0055o000002DK5fAAG,2025-12-08T17:14:38.000+0000,0055o000002DK5fAAG,2025-12-08T17:14:38.000+0000,(437)800-1039X103,,bobrien@rokpw.com,(437)800-1039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOMbJYAW,False,,24348334,0030A00000CghpSQAR,0010A00000DICdCQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:08:32.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T16:08:32.000+0000,0050A000000WjqvQAC,2025-12-08T16:08:33.000+0000,0050A000000WjqvQAC,2025-12-08T16:08:33.000+0000,(613)447-4586,(613) 447-4586,alexlacelle@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOMcvYAG,False,,24348337,003OH00000X364NYAR,001OH00000ex65uYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Caller Name: RENJING HU
Advisor or support staff: Advisor 
Advisor Code: H9507 MGA
Advisor Name: RENJING HU	
Phone: 
Email: joanhu4486@gmail.com		
Siebel verification: verified as per KB0021888
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: completed
Issue: created user id Joanhu915@clext since Nov 10th and was waiting for an email. needs to register for Workspace

FINDINGS: found test dummy user.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000BdZusYAF%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000X4mt6YAB%26cntc%3D003OH00000X4mt6YAB%26id%3D005OH00000BdZusYAF

RESOLUTION: did a log me in and helped her register for Workspace. she received ERR-W1507, she was sure the password is correct but had her go to the repnet forgot password page, KB0020554.
she was able to reset the repnet password
then continued with Workspace registration. 



--------------------------------------***DDS  12/08/2025***--------------------------
Hello Renjing,

Thank you for contacting Workspace Support today.

I’m glad I was able to help with completing your MGA Workspace registration. 
 
To recap, here is what we did during the LogMeIn session.
 
- Went through your account registration, however you received ERR-W1507, which indicated the incorrect user id/password combination, I had you re-set the password .
- You were then able to proceed with the Workspace registration.
- You setup the Multi Factor Authentication download Google Authenticator on your phone, connected your Google authenticator app and you were able to login successfully ( https://workspace.canadalife.com/). 
 
We made sure to test by logging out and back in. Don’t hesitate to reach out if there is anything I can assist with in the future.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T16:29:57.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T16:08:33.000+0000,005OH00000AUS7aYAH,2025-12-08T16:36:00.000+0000,005OH00000AUS7aYAH,2025-12-08T16:36:00.000+0000,(647)289-4486,,joanhu4486@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hONUNYA4,False,,24355180,003G0000018f7fdIAA,0010A000002wPmCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Change client status to Deceased,Medium,"****DDS****12/08/25 

User requested client's status changed to deceased - informed user that feature is gone due to CRM decommissioning
 
============================================================================================= 
 
****Email Chain****

Hello Tanya,

Thank you for your email.

We will have to refer you to Client Services Centre (CSC) via 1-888-252 1847 to confirm if these changes can be made at the Head Office. Another option will be to reach out to the Relay Chat team via Workspace for information on what form to submit to request for this change to be made. 

If you have additional questions or require further support, please do not hesitate to reach out to us.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tanya Rocha <tanya@discovery-wealth.com> 
Sent: December 8, 2025 1:42 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Change Client Status to Deceased - Case 24355180

The ‘Additional Details’ functionality has been removed for me but don’t Canada Life representatives still have access? I believe they do as they’re the one who shared a screen shot with me. When I asked them to change the client’s status to
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
The ‘Additional Details’ functionality has been removed for me but don’t Canada Life representatives still have access? I believe they do as they’re the one who shared a screen shot with me.

When I asked them to change the client’s status to deceased, they told me to send my request to Workspace.

My question is … who do I need to contact to change a client’s status to deceased?

Thanks,


Tanya Rocha
Licensed Marketing Associate for John Stregger
www.discovery-wealth.com
905-267-1116 x202



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 12:57 PM
To: Tanya Rocha <tanya@discovery-wealth.com>
Subject: RE: Change Client Status to Deceased - Case 24355180

Good day Tanya,

Thank you for contacting Workspace Support regarding the status of the client’s account below.

Unfortunately, the Additional details tab where the client’s status could be updated is no longer an option in Workspace due to the CRM decommissioning features discontinued. There is no longer an option to change an owner’s status in Workspace. Also, no account can be deleted from Workspace due to compliance reasons.

If you have additional questions or require further support, please do not hesitate to let us know.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tanya Rocha <tanya@discovery-wealth.com> 
Sent: December 5, 2025 11:12 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Change Client Status to Deceased

Can you change Doris Cole’s status to Deceased? https: //workspace. canadalife. com/workspace/s/account/0015o0000042XiAAAU/doris-may-cole Thanks, Tanya Rocha Licensed Marketing Associate for John Stregger www. discovery-wealth. com 905-267-1116

Can you change Doris Cole’s status to Deceased?
https://workspace.canadalife.com/workspace/s/account/0015o0000042XiAAAU/doris-may-cole

Thanks,

Tanya Rocha
Licensed Marketing Associate for John Stregger
www.discovery-wealth.com
905-267-1116 x202",True,2025-12-08T17:48:54.000+0000,False,False,005OH0000097FtCYAU,2025-12-08T17:40:33.000+0000,005OH0000097FtCYAU,2025-12-08T23:22:38.000+0000,005OH0000097FtCYAU,2025-12-08T23:22:38.000+0000,(905)267-1116,(416) 884-6332,john@discovery-wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOPFuYAO,False,,24360018,0035o000003YV6oAAG,0010A00000CTdZ8QAL,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-08T18:44:14.000+0000,0050A000001o2WeQAI,2025-12-08T18:44:14.000+0000,0050A000001o2WeQAI,2025-12-08T18:44:14.000+0000,,(506) 874-3268,becky.allen@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOPJ7YAO,False,,24353344,0030A0000029pVxQAI,0010A000002wBx2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0022825 - Assisted advisor in resetting the MFA successfully. 
=======================

Hi Albert,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace. We also routed you to the client service center for your other inquiry specific to the form or the process of withdrawal request of your client.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T17:35:54.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T17:15:23.000+0000,005OH00000BFPZHYA5,2025-12-08T17:39:56.000+0000,005OH00000BFPZHYA5,2025-12-08T17:39:56.000+0000,(416)889-4923,,albert@fatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOPsYYAW,False,,24349630,0030A0000029krOQAQ,0010A000002w86YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Log in,Medium,"User is calling regarding advisors account. 

Email: David.ho@torceinsurance.com
Email: jenny.jie@torceinsurance.com 

*************************************************************


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 3:46 PM
To: Jenny Jie <jenny.jie@torceinsurance.com>
Subject: RE: Workspace Support C24349630- Log in 

Hi Jenny, 

Regarding this error the password needs to be reset as there were too many attempts. If David is not receiving the link, please have him call us and we will be happy to help! 
You can suggest David to also check his junk inbox in the chances it landed in there. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jenny Jie <jenny.jie@torceinsurance.com> 
Sent: December 8, 2025 1:13 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Support C24349630- Log in 

Hi Anita, Thanks for your email. I will have David to call you once he comes back to the office. The error code is the following: Error: ERR-W1283 Thanks, Jenny Jenny Jie Office Manager | Torce Insurance Inc. 625 Cochrane Drive, Suite 600 |
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Anita,
 
Thanks for your email. I will have David to call you once he comes back to the office. 
The error code is the following:
 
Error: ERR-W1283
 
 
Thanks,
Jenny
 
Jenny Jie
Office Manager | Torce Insurance Inc. 
625 Cochrane Drive, Suite 600 | Markham, Ontario L3R 9R9 
Cell:  647 -938-8076 | Direct:  416-639-8813| Fax:  905-305-6108
jenny.jie@torceinsurance.com
 
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 12:10 PM
To: Jenny Jie <jenny.jie@torceinsurance.com>
Subject: RE: Workspace Support C24349630- Log in 
 
Hi Jenny, 
 
If David wants us to send a new link to reset the password, he will need to call us over the phone so we can properly authenticate him. Do you have the error code he is receiving so I can provide better guidance regarding the log in issue. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Jenny Jie <jenny.jie@torceinsurance.com> 
Sent: December 8, 2025 11:45 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Support C24349630- Log in 
 
Hi Anita, Thanks for your email. Since David is out of country and he prefers to send you email instead of the call. Is it possible for him to send you email regarding his log-in issue? Thanks, Jenny Jenny Jie Office Manager | Torce Insurance
 
Hi Anita,
 
Thanks for your email. 
Since David is out of country and he prefers to send you email instead of the call. 
Is it possible for him to send you email regarding his log-in issue?
 
Thanks,
Jenny
 
Jenny Jie
Office Manager | Torce Insurance Inc. 
625 Cochrane Drive, Suite 600 | Markham, Ontario L3R 9R9 
Cell:  647 -938-8076 | Direct:  416-639-8813| Fax:  905-305-6108
jenny.jie@torceinsurance.com
 
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 11:32 AM
To: Jenny Jie <jenny.jie@torceinsurance.com>
Subject: Workspace Support C24349630- Log in 
 
Good afternoon, Jenny
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace log in!
 
As indicated the account holder will need to contact us regarding their own Workspace account. If David is not receiving the email link, he can give us a call, and we can assist him with signing into his account by sending a link on our side.  
 
If you have any questions or need further assistance, we’re here to help. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:31:58.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T16:25:24.000+0000,005OH00000BG5v4YAD,2025-12-08T20:47:10.000+0000,005OH00000BG5v4YAD,2025-12-08T20:47:10.000+0000,(416)639-8863,,david.ho@torceinsurance.com,(905)305-6108,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOQDVYA4,False,,24348874,003OH00000MFQvEYAX,001OH00000R27KTYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:15:35.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:15:35.000+0000,0055o000002DK5fAAG,2025-12-08T16:15:36.000+0000,0055o000002DK5fAAG,2025-12-08T16:15:36.000+0000,(647)607-0236,,akashdeep.suri@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOQNHYA4,False,,24353325,003OH00000IXUL7YAP,001OH00000MkhJpYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"***DDS(Dec 8)
User has issue with Lawrencia to figure out his advisor code to secure his account. He was warm transferred over to me and during the wait time on hold was able to find his missing info and answer his security questions. His address on file and email address not update to date but those were not the security questions to answer. Updated email associated to Workspace but advised him to contact contract&comp to update email at HO. 

***
Warm transferred the caller to Assist Line

***EMAILS
Bonjour Hugo,
Merci d’avoir contacté l’équipe d’assistance pour Espace Affaire au sujet de problème d'accès à l'Espace Affaires.
Nous avons pu récupérer votre accès après avoir sécurisé votre compte et confirmé que vous pouviez désormais vous connecter. Comme mentionné, veuillez envoyer un courriel à contracts&compensation@canadalife.com mettre à jour l'adresse postale et l'adresse e-mail enregistrées au siège pour vous-même.
Si vous avez un moment, prenez le temps de répondre à ce sondage pour nous faire part de vos commentaires sur notre service: cliquez ici.
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE. 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN
Merci, 

Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-800-475-7001  
C: CVSoutiensEspaceAffaires@canadavie.com 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:15:06.000+0000,False,False,005OH0000097FtCYAU,2025-12-08T17:15:06.000+0000,005OH0000097FtCYAU,2025-12-08T17:35:43.000+0000,005OH000001yNnZYAU,2025-12-08T17:35:43.000+0000,(819)479-9407,,hrouillard@hrsfinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOQQUYA4,False,,24352100,0030A0000029dF5QAI,0010A000002w1o5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:58:11.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:58:11.000+0000,0055o000002DK5fAAG,2025-12-08T16:58:12.000+0000,0055o000002DK5fAAG,2025-12-08T16:58:12.000+0000,(416)695-1433,,ian.gawel@dfsin.ca,(416)695-1713,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOQdLYAW,False,,24350358,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:34:21.000+0000,False,False,005OH000005URvxYAG,2025-12-08T16:34:21.000+0000,005OH000005URvxYAG,2025-12-08T16:34:22.000+0000,005OH000005URvxYAG,2025-12-08T16:34:22.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOQokYAG,False,,24357353,0030A00000A7W5CQAV,0010A00000AgOQgQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:09:34.000+0000,False,False,0055o000001h4cFAAQ,2025-12-08T18:09:34.000+0000,0055o000001h4cFAAQ,2025-12-08T18:09:34.000+0000,0055o000001h4cFAAQ,2025-12-08T18:09:34.000+0000,(204)479-6798,,dwain@truityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOR6TYAW,False,,24352212,003G0000018f6znIAA,0010A000002wP2RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:59:46.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T16:59:46.000+0000,0050A000000WjqvQAC,2025-12-08T16:59:46.000+0000,0050A000000WjqvQAC,2025-12-08T16:59:46.000+0000,(613)902-7100,(613) 849-7041,bob@btfinancial.ca,(613)701-9725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hORCrYAO,False,,24354044,0030A0000029ncSQAQ,0010A000002wASNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:24:55.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:24:55.000+0000,0055o000002DK5fAAG,2025-12-08T17:24:56.000+0000,0055o000002DK5fAAG,2025-12-08T17:24:56.000+0000,(416)728-2080,,rajesh.sharma@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hORMaYAO,False,,24356582,0030A00000BCRtaQAH,0010A00000BmYUWQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations,Medium,"***DDS SL Dec 8 2025***

Caller required support gaining access to PI 
Was able to support them 

===Email Chain===

Good afternoon Ka-Fai, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today regarding your access to the Product Illustration software.  

We are very glad to have been able to assist you regain access to the inforce illustration platform.
If you have additional questions or require further support, please do not hesitate to let us know.

🔺If you could please spare 10 seconds and complete this survey, this will help me improve my ability to serve you in the future. All feedback is welcome and appreciated!

Thank you and have a wonderful day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T19:34:17.000+0000,False,False,005OH000001yNnaYAE,2025-12-08T17:59:28.000+0000,005OH000001yNnaYAE,2025-12-08T19:34:17.000+0000,005OH000001yNnaYAE,2025-12-13T02:02:36.000+0000,(604)438-1232X6236,,patrick.cheng@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hORRNYA4,False,,24354221,003G0000018f716IAA,0010A000002wP4RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password Reset,Medium,"***DDS 2025-12-08***
DDS called user back but was unable to reach them and escalated issue to L2.

***DDS 2025-12-08***
User needed to change Product Illustration password.
DDS assisted user with PI password reset with ISAM.
User was then unable to access PI and was receiving ""A problem exists with your User ID and password"" message.
DDS verified the Regional Format settings and ensured it was correct, but was still unable to access PI.
DDS told user we would call them back at 613-889-8452 with more information and awaiting assist desk investigation.

=================================================================================

Advisor Name: Kirk Wrinn
Code: W5788
Email: kirkwrinn@mwfg.ca
User ID: ll14437@llext
 
================================================================================
****Email Chain**",True,2025-12-08T21:52:07.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T17:27:19.000+0000,005OH00000AX0rVYAT,2025-12-08T21:52:07.000+0000,005OH00000AX0rVYAT,2025-12-13T02:01:22.000+0000,(613)224-8452,(613) 889-8452,kirkwrinn@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hORcgYAG,False,,24353822,0030A0000029Zf6QAE,0010A000002vytyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:21:52.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:21:52.000+0000,0055o000002DK5fAAG,2025-12-08T17:21:53.000+0000,0055o000002DK5fAAG,2025-12-08T17:21:53.000+0000,(416)679-8866,(416) 305-0767,romeo.dosremedios@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOSNQYA4,False,,24354373,003G0000018f7DMIAY,0010A000002wPHIQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-08T17:29:19.000+0000,0050A000001o2WeQAI,2025-12-08T17:29:20.000+0000,0050A000001o2WeQAI,2025-12-08T17:29:20.000+0000,(709)682-1543,(709) 682-1543,darrell@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOSP1YAO,False,,24349965,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:29:35.000+0000,False,False,005OH000005URvxYAG,2025-12-08T16:29:35.000+0000,005OH000005URvxYAG,2025-12-08T16:29:35.000+0000,005OH000005URvxYAG,2025-12-08T16:29:35.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOSc1YAG,False,,24352981,0030A0000029dopQAA,0010A000002w2FmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:10:32.000+0000,False,False,005OH00000BfjndYAB,2025-12-08T17:10:32.000+0000,005OH00000BfjndYAB,2025-12-08T17:10:33.000+0000,005OH00000BfjndYAB,2025-12-08T17:10:33.000+0000,(604)618-1295,,lakeviewinsurancefinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOTUnYAO,False,,24351837,0030A0000029mqeQAA,0010A000002w9nAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:54:26.000+0000,False,False,005G0000002gxxjIAA,2025-12-08T16:54:26.000+0000,005G0000002gxxjIAA,2025-12-08T16:54:27.000+0000,005G0000002gxxjIAA,2025-12-08T16:54:27.000+0000,(514)737-6446X224,,info@chevaliermeunier.com,(514)737-7038,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOWE9YAO,False,,24355517,0030A0000029dpUQAQ,0010A000002w2GCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:44:46.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:44:46.000+0000,0055o000002DK5fAAG,2025-12-08T17:44:46.000+0000,0055o000002DK5fAAG,2025-12-08T17:44:46.000+0000,(519)364-5233,,jeff@leifsofinancial.ca,(519)364-6085,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOWHNYA4,False,,24356052,003OH00000H69OfYAJ,001OH00000L7pD3YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Caller Name: LILIANA DANILA
Advisor or support staff: Advisor 
Advisor Code: H3020 MGA
Advisor Name: LILIANA DANILA	
Phone: 	(514) 677-5459
Email: lili.stanovici@gmail.com		
Siebel verification: VERIFIED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: complted
Issue: 1st time trying to login to workspace/needs help.


FINDINGS:
Siebel found 1-1EWQSID and found LDP040569 created since Nov 2024
checked Siebel and found LDP040569@clext is active, first name seen is Liliana Paraschiva and last name is Danila. its tied to liliana.danila@ascendantfinancial.ca

found this SF profile with testdummy user. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000006LGCvYAO%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000H7Ax8YAF%26cntc%3D003OH00000H7Ax8YAF%26id%3D005OH000006LGCvYAO

RESOLUTION: VERIFIED AS PER KB0021888. guided her to register for workspace. downloaded google authenticator, signed in/out to test/success.

--------------------------------------***DDS  12/08/2025***--------------------------
Hello Liliana,

Thank you for contacting Workspace Support today regarding registration access.

It was a pleasure speaking to you and helping you register for Workspace.

To recap, during our Logmein session, we located your Repnet User ID LDP040569@clext from an old email and then completed the registration for Workspace.

We then setup Multifcator Authentication, you downloaded the Google Authenticator and setup.

You were then able to sign into Workspace. We tested by having you sign out and in again with success.

Please also note it may take upto 48hrs before you can access your book of business now that you’ve registered for Workspace access, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T18:18:10.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T17:52:23.000+0000,005OH00000AUS7aYAH,2025-12-08T18:18:10.000+0000,005OH00000AUS7aYAH,2025-12-08T18:18:10.000+0000,(514)677-5459,,lili.stanovici@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOWPNYA4,False,,24350244,0030A0000029ZVCQA2,0010A000002vylRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"***DDS 2025-12-08***
User was getting ERR-W1283.
DDS authenticated user and unlocked and assisted with password reset.
 
================================================================================
****Email Chain**
Hello Gerry,

It was a pleasure speaking to you earlier regarding your Workspace password reset. We’re happy we were able to assist you in resetting your Workspace password.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T16:39:21.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T16:33:04.000+0000,005OH00000AX0rVYAT,2025-12-08T16:39:22.000+0000,005OH00000AX0rVYAT,2025-12-08T16:39:22.000+0000,(403)863-6533,,gheff@telusplanet.net,(403)275-4453,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOWpHYAW,False,,24353654,0030A0000029m8HQAQ,0010A000002w98dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/8*
----------------
Kim Teddis
c6247

Workspace, i had ai error with my pc, i lost some information, i lost the process to get into Workspace. lost the browser authenticator 
disconnected old app 
reconnected new app 
created shortcut for Workapace in browser bar 


*email*
----------------

Good afternoon Kim, 

Thank you for contacting the Workspace Support Team with your MFA inquiry. 

You had some computer trouble which resulted in your authenticator app being impacted and you could not find it. We were able to disconnect the old app and reconnect it again, you were able to log into Workspace successfully. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T01:12:50.000+0000,False,False,005OH000008919xYAA,2025-12-08T17:19:32.000+0000,005OH000008919xYAA,2025-12-09T01:12:51.000+0000,005OH000008919xYAA,2025-12-09T01:12:51.000+0000,(902)305-0563,,kged11@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOYPhYAO,False,,24355263,003G0000018f6kAIAQ,0010A000002wOluQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Merge,Medium,"user request merge of client account with 2 accounts.
Middle name discrepency
KB0020913
60880537T-2622224434
B754298-8-6263925162
Email============
Hello Kimberly,

Thank you for submitting your merge request. The discrepancy preventing the merge prompt notification has been updated.

Discrepancy found with client middle name.

Please give it 2-4 business days and you should get a prompt notification to merge your client accounts. 

If you are still unable to see this updated, please contact us again and we can investigate it further.

We would love to know if we're meeting your expectations by filling out this Survey. Your feedback will assist us in providing better assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect- Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


   




From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 2, 2025 9:15 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission-24355263

This is an alert to let you know that Kim Andrianidis (kandrianidis@ breadthconsulting. com) has submitted a merge issue. Client details: First name: Melissa Middle name (if applicable): Anne Last name: Mihalji DOB: May 28, 1987 Policy Number(s): 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Kim Andrianidis (kandrianidis@breadthconsulting.com) has submitted a merge issue.
 
Client details:
First name: Melissa
Middle name (if applicable): Anne
Last name: Mihalji
DOB: May 28, 1987
Policy Number(s): F010636160, F711372271, B754298-8, 60880537T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000BDXeHQAX/melissa-anne-mihalji?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000BDXeHQAX/melissa-anne-mihalji?tabset-15dae=3
URL 3: 
URL 4: 
Additional details:",True,2025-12-08T17:54:01.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-08T17:41:37.000+0000,005OH00000AZ3ZxYAL,2025-12-08T17:54:01.000+0000,005OH00000AZ3ZxYAL,2025-12-08T17:54:01.000+0000,(519)966-4400,,johnvan@breadthconsulting.com,(519)966-3400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOYr4YAG,False,,24354764,0030A000002DI9OQAW,0010A000002zqIaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:34:38.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:34:38.000+0000,0055o000002DK5fAAG,2025-12-08T17:34:38.000+0000,0055o000002DK5fAAG,2025-12-08T17:34:38.000+0000,(289)213-6649,(289) 213-6449,jamie@lepperfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOZ2JYAW,False,,24351517,0030A0000029nVRQAY,0010A000002wAMJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:50:00.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:50:00.000+0000,0055o000002DK5fAAG,2025-12-08T16:50:01.000+0000,0055o000002DK5fAAG,2025-12-08T16:50:01.000+0000,(416)695-1433X259,4167252655,t.vijay@dfsin.ca,(416)695-1713,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOaXrYAK,False,,24353600,0030A0000029WswQAE,0010A000002vwYEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect policy owner's name in WS,Medium,"****DDS****12/09/25 

Address updated by CIS 
User informed

****DDS****12/08/25 

Policy owner's name shows correct on the print summary but incorrect on the client details page
Sent email to CIS for correction
 
============================================================================================= 
 
****Email Chain****

Bonjour Geneviève,

Juste pour vous informer que la correction a été faite et ce changement va refléter dans 5-7 jours ouvrables dans l’Espace Affaires. Si après ce temps vous voyez aucun changement, veuillez-nous le faire savoir. Nous serions heureux d’examiner cela plus en détail pour vous.

S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 10:21 AM
To: Fontaine-Ouellet, Genevieve <Genevieve.Fontaine@iggpp.ca>
Subject: RE: Modifier le nom du titulaire contrat - Cas 24353600

Bonjour Geneviève,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace affaires concernant la correction du nom de la police 60295031C.

J’ai transmis ce dossier à un spécialiste pour enquêter là-dessus et je vous tiendrai au courant dès qu’il y aura du nouveau.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Fontaine-Ouellet, Genevieve <Genevieve.Fontaine@iggpp.ca> 
Sent: December 5, 2025 7:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Potvin, David <David.Potvin@iggpp.ca>
Subject: Modifier le nom du titulaire contrat 

Bonjour, Il y a un problème technique avec le nom du propriétaire de la police. Le service à la clientèle nous mentionne des difficultés techniques avec les polices à 3 parties présentement, comme c’est le cas ici. Voir le sommaire du
ZjQcmQRYFpfptBannerStart
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Bonjour,

Il y a un problème technique avec le nom du propriétaire de la police. 
Le service à la clientèle nous mentionne des difficultés techniques avec les polices à 3 parties présentement, comme c’est le cas ici. 

Voir le sommaire du contrat en pièce jointe. Nous voyons clairement que le titulaire du contrat est DR SCHILLER CASTOR M.D. INC.
 

Cependant dans Espace Affaire, il est indiqué GESTION CASTOR INC , une société qui n’existe pas !
 

Nous nous attendons à ce que vous effectuez la correction de nom pour la bonne, soit DR SCHILLER CASTOR M.D. INC.

Merci de confirmer réception et que le nom est modifié. 

 

Geneviève Fontaine, B.A.A.                                             
Coordonnatrice du développement

310-3655 avenue des Grandes-Tourelles, Boisbriand, QC J7H 0E2
Tel (450) 508-8988 | Genevieve.Fontaine@iggpp.ca
www.potvinlemayetassocies.ca 
IG Gestion de patrimoine Inc., cabinet en planification financière

Suivez-nous sur Facebook.  

Pour une demande de nature administrative, contactez-nous au : 
info.potvinlemay@iggpp.ca

           David Potvin                    Philippe Lemay      


                                                                
          Cliquez ici pour prendre un rendez-vous


Le présent courriel de IG Gestion de patrimoine Inc., cabinet en planification financière contient des renseignements confidentiels, ne s’adresse qu’au destinataire et ne doit pas être transmis à un autre destinataire sans le consentement explicite de l’expéditeur. Veuillez noter que toute communication transmise par courriel (y compris les réponses) pourrait ne pas se rendre à destination, ne pas être lue en temps opportun et, si elle contient des erreurs ou des omissions, ne faire l’objet d’aucune intervention. Aucune directive de placement ne sera acceptée par courriel. Si vous ne souhaitez plus recevoir ces courriels, veuillez répondre à ce message en indiquant « Désabonnement » en objet.",True,2025-12-09T17:39:35.000+0000,False,False,005OH0000097FtCYAU,2025-12-08T17:18:54.000+0000,005OH0000097FtCYAU,2025-12-09T17:51:26.000+0000,005OH0000097FtCYAU,2025-12-09T17:51:26.000+0000,(450)508-2174,(581) 997-1624,david.potvin@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOafwYAC,False,,24351887,0030A0000029kIgQAI,0010A000002w7eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:55:06.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:55:06.000+0000,0055o000002DK5fAAG,2025-12-08T16:55:07.000+0000,0055o000002DK5fAAG,2025-12-08T16:55:07.000+0000,(905)570-1200,,clarke.duncanson@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOb2TYAS,False,,24351127,0030A0000029b4cQAA,0010A000002w06qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:44:33.000+0000,False,False,00516000007Qeg2AAC,2025-12-08T16:44:33.000+0000,00516000007Qeg2AAC,2025-12-08T16:44:33.000+0000,00516000007Qeg2AAC,2025-12-08T16:44:33.000+0000,(519)938-8223,,peteduncanlife@protonmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hObAXYA0,False,,24351144,0030A000002SfbLQAS,0010A000003F6YRQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:44:44.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:44:44.000+0000,0055o000002DK5fAAG,2025-12-08T16:44:45.000+0000,0055o000002DK5fAAG,2025-12-08T16:44:45.000+0000,(416)743-1239,(416) 458-7883,oali@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hObDmYAK,False,,24352638,0030A0000029g7UQAQ,0010A000002w4B6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"***DDS 2025-12-08***
User was getting ERR-W1283 when trying to log in.
DDS authenticated user, unlocked the account and assisted with password reset.
 
================================================================================
****Email Chain**
Hello Peter,

It was a pleasure speaking to you earlier regarding your Workspace password reset. We’re happy we were able to assist you in resetting your Workspace password and helping you get logged in.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:06:37.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T17:05:32.000+0000,005OH00000AX0rVYAT,2025-12-08T17:12:37.000+0000,005OH00000AX0rVYAT,2025-12-08T17:12:37.000+0000,(514)254-4111X262,,peter.witkowski@gmt.qc.ca,(514)254-6537,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hObsEYAS,False,,24355383,0030A0000029mTKQAY,0010A000002w9SyQAI,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,"Well, it's Kelly. We're for returning your call. Thank you.",Medium,,False,,False,False,005OH00000BfjndYAB,2025-12-08T17:43:09.000+0000,005OH00000BfjndYAB,2025-12-08T17:43:38.000+0000,005OH00000BfjndYAB,2025-12-08T17:43:38.000+0000,(306)221-7797,,k.werschler@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hObtkYAC,False,,24353432,0030A0000029Y8WQAU,0010A000002vxeOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:16:37.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:16:37.000+0000,0055o000002DK5fAAG,2025-12-08T17:16:38.000+0000,0055o000002DK5fAAG,2025-12-08T17:16:38.000+0000,(905)459-2525,,anil@cfptoronto.ca,(905)670-5488,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hObw0YAC,False,,24366982,0030A0000029mWbQAI,0010A000002w9WAQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:17:45.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T20:17:45.000+0000,005OH00000BfonJYAR,2025-12-08T20:17:45.000+0000,005OH00000BfonJYAR,2025-12-08T20:17:45.000+0000,(250)412-7767,(250) 412-7767,ross@ross.financial,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOcbGYAS,False,,24351401,0030A0000029netQAA,0010A000002wAUjQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:48:14.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:48:14.000+0000,0055o000002DK5fAAG,2025-12-08T16:48:14.000+0000,0055o000002DK5fAAG,2025-12-08T16:48:14.000+0000,(416)743-1239,,jackie.yao@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOcjRYAS,False,,24354027,003G000001SoksiIAB,0010A000002wSgmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:24:44.000+0000,False,False,005G0000002gyDJIAY,2025-12-08T17:24:44.000+0000,005G0000002gyDJIAY,2025-12-08T17:24:44.000+0000,005G0000002gyDJIAY,2025-12-08T17:24:44.000+0000,(250)287-2642,,alvin.arruda@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOdHDYA0,False,,24354203,0030A0000029kv2QAA,0010A000002w89TQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Sign on,Medium,"Advisor unable to sign onto workspace as they locked themselves out.
**********
Hi Basil, thank you for contacting the workspace support today.

To recap our call, you needed assistance with logging into workspace. I was able to unlock your account after realizing the issue and had you reset your password.


If you are having any issues, please let me know in your response.


We would love to hear your feedback, I would appreciate if you could fill out this survey


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:43:25.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T17:27:08.000+0000,005OH00000BFQFCYA5,2025-12-08T17:47:13.000+0000,005OH00000BFQFCYA5,2025-12-08T17:47:13.000+0000,(905)668-3070,(416) 841-6037,basil.rodney@ig.ca,(905)664-4089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOdHFYA0,False,,24357884,003OH00000UkSL6YAN,001OH00000bVfHwYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:16:27.000+0000,False,False,005G0000002gxxjIAA,2025-12-08T18:16:27.000+0000,005G0000002gxxjIAA,2025-12-08T18:16:27.000+0000,005G0000002gxxjIAA,2025-12-08T18:16:27.000+0000,(438)985-7980,,charline.djiende@ownsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOdVhYAK,False,,24351561,0035o000007ah1AAAQ,0015o000008HBQEAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:50:35.000+0000,False,False,005OH000005URvxYAG,2025-12-08T16:50:35.000+0000,005OH000005URvxYAG,2025-12-08T16:50:35.000+0000,005OH000005URvxYAG,2025-12-08T16:50:35.000+0000,(780)362-1741,,amanda@titanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOdYyYAK,False,,24354277,003OH00000H2UjUYAV,001OH00000L4B2VYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:28:06.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:28:06.000+0000,0055o000002DK5fAAG,2025-12-08T17:28:06.000+0000,0055o000002DK5fAAG,2025-12-08T17:28:06.000+0000,(416)300-9848,,vickykapoor2012@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOdZhYAK,False,,24359605,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:39:16.000+0000,False,False,005OH000004pk06YAA,2025-12-08T18:39:16.000+0000,005OH000004pk06YAA,2025-12-08T18:39:17.000+0000,005OH000004pk06YAA,2025-12-08T18:39:17.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOdnSYAS,False,,24351681,003G0000018f73iIAA,0010A000002wP77QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CRM Extraction Date Iniquiry,Medium,"***DDS 2025-12-08***
User wanted an ETA on the CRM data download.
DDS referred user to TSP as per KB0022956.
 
================================================================================
****Email Chain**
Hello Nimesh,

Thank you for contacting the Workspace Support team regarding your CRM extract date. Unfortunately, the Workspace Support team is unable to provide an estimate for your CRM data extract. 

Please contact your aligned Technology Solutions Partner, Zia Hameed, at Zia.Hameed2@advicecanada.com to inquire further on the timing of your data download, as he will be able to provide further information on this matter.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Nimesh Doshi <nimesh@ndfinancial.ca> 
Sent: December 5, 2025 9:59 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Extract update

Good morning. I have yet to hear back about my extract and have the CRM companies asking me if I will sign up. Is it possible to get an ETA? Best regards, Nimesh Nimesh Doshi, CFP Financial Planning and Investment Representative Regus - Brookfield
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning.

I have yet to hear back about my extract and have the CRM companies asking me  if I will sign up.

Is it possible to get an ETA?

Best regards,

Nimesh



Nimesh Doshi, CFP   
Financial Planning and Investment Representative 
Regus - Brookfield Place
161 Bay Street, 27th Floor
Toronto, Ontario
M5J 2S1,Canada
https://ndfinancial.ca/ 
416-903-1074

 



If you no longer wish to receive these messages, please click unsubscribe to email the request to me.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-08T16:52:05.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T16:52:05.000+0000,005OH00000AX0rVYAT,2025-12-08T16:52:05.000+0000,005OH00000AX0rVYAT,2025-12-08T16:52:05.000+0000,(416)366-2971,(416) 903-1074,nimesh@ndfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOdnXYAS,False,,24355904,0030A0000029eOqQAI,0010A000002w2mCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/8*
----------------
Genia Gojsich
i am trying to get back my Workspace access, lost access, i went on it, the password is not working, I was locked out. I have been without it a coupe 

e6527
e6526


the 17th of november was when i was last in it
they do not have their own account, want support for logging into the advisors account. 
advised it's against the terms of service and we cannot assist with logging into an account that is not their named account
they disconnected while on hold 
when I called back they still refused assistance with getting their own access getting set up 
advised it's against the terms of service for their account to be used this way, 
they said it would be a discussion with their advisor and ended the call 


*email*
----------------

Good afternoon Genia and Dwight

Thank you for contacting the Workspace Support Team with your login issue. 

You wanted to get support to log into your advisors named account and not your own. This is against terms of service for Workspace to be used in this manner, we tried to get you to sign up with your own account, but you advised this would be a discussion with the advisor. We will not be able to provide anyone but Dwight assistance for Dwight’s account and having your own named account will still give you access to his book of business so you can still support your advisor in the way you have been doing. If you have trouble getting into your account, we can assist you with it and you won’t run into issues calling for it like you did with his. If you have questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T18:47:03.000+0000,False,False,005OH000008919xYAA,2025-12-08T17:50:20.000+0000,005OH000008919xYAA,2025-12-08T18:47:03.000+0000,005OH000008919xYAA,2025-12-08T18:47:03.000+0000,(905)631-1853,,f-w@f-w.ca,(289)337-3163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOelCYAS,False,,24353292,003G0000018f7xQIAQ,0010A000002wQ3bQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Advisor can no longer see the CRM data file and unable to run an import,Medium,"***DDS*** 12/08/25
Name: Linda Branconnier                         
Phone: 
Agent code: W0723

Hello Linda,

Thank you for contacting the Workspace support group regarding CRM data download.

Please try clearing your cache & cookies on your web browser, I have added a step by step for both Google Chrome and Microsoft Edge:

If clearing the cache & cookies still does not work please give us a call for additional troubleshooting at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.. 

How to clear Cache and Cookies data on Chrome:
 
1.	Select the three dots from the top right corner and click on settings.
2.	Choose privacy and security from the left side.
3.	Click on Delete browsing data.
 
 
 
 
1.	In the time range box choose ""All time"".
2.	Checkmark the boxes for Cookies and other site data & Cached images and files.
 
 
 
 
 
 
1.	Select Clear data and wait for the process to be completed.
2.	Close and reopen Google Chrome to ensure all backend processes are refreshed.
 
 
 
 
How to clear Cache and Cookies data on Edge:
 
1.	Select three dots in the top right-hand corner and then ‘Settings’.
2.	Choose Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’.
3.	Change ‘Time Range’ to ‘All Time’.
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Select ‘Clear Now’.
 
 
 
 
 
 
 
How to Clear Cache and Cookie – Microsoft Edge
Purpose:
You will need to clear cache and cookies for users from time to time to troubleshoot or resolve issues they may be experiencing.
Steps:
1. Select three dots in the top right-hand corner and then ‘Settings’
2. Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3. Change ‘Time Range’ to ‘All Time’
4. Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Linda Branconnier <lindab@priorityfinancial.ca> 
Sent: December 4, 2025 4:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] CRM data Issues
Importance: High

Hello, I am having issues with the migration of my CRM data to the Equisoft platform. The only types of policies that migrated over were clients life insurance policies and it appears that no investment policies or disability policies were migrated. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I am having issues with the migration of my CRM data to the Equisoft platform.

The only types of policies that migrated over were clients life insurance policies and it appears that no investment policies or disability policies were migrated.

Equisoft's support team has provided the following information regarding the issue:

After investigating, it appears that your Canada Life access has been deleted and recreated several times. Please make sure to always use the same (current) access when importing or updating data through the gateway.
The last import was on 2025-11-07 at 12:00:11.
Could you please try running the import again? It may retrieve the missing data we discussed last time.
Kindly keep me posted.

I went into Workspace today and can no longer see the CRM data file and unable to run an import.

Can you kindly advise a solution to having this issue corrected.

Thanking you in advance for your assistance in this matter.

Regards,

Linda Branconnier
President
 
Priority Financial Inc.
PO Box 55040, 710 St. Anne's Road, Winnipeg Manitoba  R2N 0N0
tel  204-943-5355  fax 204-943-5388",True,2025-12-08T17:14:40.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T17:14:40.000+0000,005OH00000BGeeHYAT,2025-12-08T17:31:38.000+0000,005OH00000BGeeHYAT,2025-12-08T17:31:38.000+0000,(204) 943-5355,,lindab@priorityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOg5NYAS,False,,24351992,0030A0000029fSIQAY,0010A000002w3eIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T16:56:44.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T16:56:44.000+0000,0055o000002DK5fAAG,2025-12-08T16:56:44.000+0000,0055o000002DK5fAAG,2025-12-08T16:56:44.000+0000,(905)570-1200,,sumit.bose@dfsin.ca,(905)570-1270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOg71YAC,False,,24354856,0030A000002DI9OQAW,0010A000002zqIaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:35:48.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:35:48.000+0000,0055o000002DK5fAAG,2025-12-08T17:35:49.000+0000,0055o000002DK5fAAG,2025-12-08T17:35:49.000+0000,(289)213-6649,(289) 213-6449,jamie@lepperfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOgLXYA0,False,,24355015,0030A0000029ZSsQAM,0010A000002vyjbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,"Hello Rajesh,

Our team has received your request to provide Client Listings report for Advisor code B2635. Please find the attached file for your reference (2 Tabs – Wealth & Insurance)
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Rajesh,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
KUCUMXAYVZ 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



















Hi Team, 

Please send my advisor Rajesh Saklani his list of money market clients. Est on file ~69k 
 

Thank you,


Giulia Tatangelo, IFIC.
Business Development Manager | Wealth Management
416.552.3642 | giulia.tatangelo@canadalife.com 
Let’s connect on LinkedIn



Janielle Calma 
Business Development Associate | Wealth Management
Ph: (204) 946-8133 | janielle.calma@canadalife.com",True,2025-12-08T17:38:11.000+0000,False,False,005OH0000088z1hYAA,2025-12-08T17:38:11.000+0000,005OH0000088z1hYAA,2025-12-08T17:53:10.000+0000,005OH0000088z1hYAA,2025-12-08T17:53:10.000+0000,(905)962-9922,,rajsaklani@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOhqYYAS,False,,24358046,003OH00000MtyQLYAZ,001OH00000RmddvYAB,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-08T18:18:42.000+0000,0050A000001o2WeQAI,2025-12-08T18:18:42.000+0000,0050A000001o2WeQAI,2025-12-08T18:18:42.000+0000,(709)730-5818,,liamw2403@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOiP5YAK,False,,24356963,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:04:29.000+0000,False,False,005OH00000245RQYAY,2025-12-08T18:04:29.000+0000,005OH00000245RQYAY,2025-12-08T18:04:29.000+0000,005OH00000245RQYAY,2025-12-08T18:04:29.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOj85YAC,False,,24352696,0030A0000029lPBQAY,0010A000002w8ZqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration Assistance,Medium,"DARWYNE LANG (D4025) - Advisor
Jennifer Neal (user/advisor support)
user is trying to register for a workspace account
KB0021888 - authenticated user, reset password through ISAM and assisted with registering for a new workspace account.


Email:
--------
Hello Jennifer,

Thank you for contacting Workspace Support concerning registration for your MGA workspace account.

On the call today, I was able to reset your User ID password and give you access through the link I sent in the previous email which gave you access to complete your workspace registration. 

Additionally, as mentioned on the call, I have sent an email to contracts and compensation on your behalf to have the address on file updated and prevent future caller authentication issues when you call into workspace support. 

I do apologise for the delays due to authentication issues, and I am happy we were able to resolve your issues today.

Please let me know if you have any more questions. 


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 12:38 PM
To: jneal@livingasplanned.com
Subject: Password Reset - 24352696

Hello Jennifer,

Thank you for contacting Workspace Support about access to your MGA workspace account.

Please visit this link to reset your password.
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do

User id: JenniferElizabeth@clext


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:37:46.000+0000,False,False,005OH00000BGf2TYAT,2025-12-08T17:06:24.000+0000,005OH00000BGf2TYAT,2025-12-08T17:51:13.000+0000,005OH00000BGf2TYAT,2025-12-08T17:51:13.000+0000,(416)806-2923,,dlang@livingasplanned.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOjsvYAC,False,,24355721,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,,True,2025-12-08T17:48:17.000+0000,False,False,005OH000006uYrkYAE,2025-12-08T17:47:36.000+0000,005OH000006uYrkYAE,2025-12-08T17:48:17.000+0000,005OH000006uYrkYAE,2025-12-08T17:48:17.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOk2dYAC,False,,24355812,0030A0000029ViNQAU,0010A000002vvaWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Assisted support staff with registration.
**************
Hi Donna , thank you for contacting the workspace support today.

To recap our call, I assisted you with your workspace registration and you were able to successfully sign on.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T18:08:57.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T17:49:02.000+0000,005OH00000BFQFCYA5,2025-12-08T18:13:51.000+0000,005OH00000BFQFCYA5,2025-12-08T18:13:51.000+0000,(514)931-0111,514-582-0111,larry@ljainsurance.com,(514)931-3232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOlgLYAS,False,,24359029,003OH00000VeEDnYAN,001OH00000cbImbYAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Workspace registration issue,Medium,"Authenticated? Yes.
-Full name: Yes
-2AAC: Ok (1)
-Last login date: N/A
-Physical address: Yes
-Province of practice: Yes
-Used LogMeIn? No
-Advisor code(s): H7766
-Advisor's email address: Jake.Pocock@ig.ca
-KBA: KB0020538

Call details: While registering on Workspace, the caller is encountering the error ERR-W1510 even if they have created their User ID since the 03DEC2025 and its status on ISAM is active.
Issue similar to INC1930751/Case 24353446 reported the same day and account registered the 03DEC2025 as well.
------------------------------------------------EMAIL-------------------------------------------
Good day Jake,

Thank you for contacting the Workspace Support team. 

The issue was escalated for immediate investigation. We appreciate you bringing this to our attention and will investigate further. 

When we receive an update from the team assisting us, we will reach out to you immediately. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000AbCcLYAV,2025-12-08T18:32:06.000+0000,005OH00000AbCcLYAV,2025-12-08T18:49:26.000+0000,005OH00000AbCcLYAV,2025-12-08T18:49:26.000+0000,(519)253-3553,,jake.pocock@ig.ca,(519)253-8064,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOmHGYA0,False,,24353786,003OH00000Ye0PFYAZ,001OH00000hxHE5YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:21:25.000+0000,False,False,0055o000001h4cFAAQ,2025-12-08T17:21:25.000+0000,0055o000001h4cFAAQ,2025-12-08T17:21:26.000+0000,0055o000001h4cFAAQ,2025-12-08T17:21:26.000+0000,(204)489-4640,,sunny.wong@ig.ca,(204)489-0688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOmtzYAC,False,,24357033,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:05:27.000+0000,False,False,005OH000005URvxYAG,2025-12-08T18:05:27.000+0000,005OH000005URvxYAG,2025-12-08T18:05:27.000+0000,005OH000005URvxYAG,2025-12-08T18:05:27.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOmvZYAS,False,,24353599,0030A0000029hffQAA,0010A000002w5W0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:18:53.000+0000,False,False,005OH00000BfjndYAB,2025-12-08T17:18:53.000+0000,005OH00000BfjndYAB,2025-12-08T17:18:54.000+0000,005OH00000BfjndYAB,2025-12-08T17:18:54.000+0000,(604)789-3888,,marco@vantagefg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOndBYAS,False,,24357798,0030A0000029Us5QAE,0010A000002vuvEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Investors Group Broker - how to request Workspace access,Medium,"Investors Group Broker - how to request Workspace access

Bonjour Anik, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Malheureusement, les polices liées aux codes de rémunération courtage du Groupe Investors ne sont pas accessibles dans Espace affaires. Veuillez communiquer avec le Service à la clientèle (1-888-252-1847) pour obtenir du soutien concernant ces polices.

Si vous souhaitez obtenir Espace affaires pour l’accès FASAT aux polices en lien avec des codes de rémunération courtage du Groupe Investors, veuillez en discuter avec votre direction du Groupe Investors afin d’obtenir un nom d’utilisateur (anciennement ID RéseauRep) pour accéder à Espace affaires.

Bonne journée. 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 





From: Pilon, Anik <Anik.Pilon@iggpp.ca> 
Sent: Friday, December 5, 2025 9:18 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Lussier, Patrick <Patrick.Lussier@iggpp.ca>
Subject: Accès à la police 41269209 – Cliente ANDREA DELORME

Bonjour, Je constate que je n’ai toujours pas accès à la police 41269209 de ma cliente, Andréa Delorme, dans le système de Canada Vie. Pourriez-vous vérifier et régler l’accès aux polices provenant de l’ancienne Great-West, maintenant intégrées
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Je constate que je n’ai toujours pas accès à la police 41269209 de ma cliente, Andréa Delorme, dans le système de Canada Vie. Pourriez-vous vérifier et régler l’accès aux polices provenant de l’ancienne Great-West, maintenant intégrées à Canada Vie ?

Merci beaucoup pour votre aide et votre collaboration.

Anik Pilon, Adjointe Administrative, Équipe Danny Tremblay
8-103, rue Georges, Gatineau (Québec) J8M 1A1 
Tél. : 819-281-8263 | www.equipetremblay.com

 
Pour une approche intégrée de vos finances personnelles et corporatives.

« Veuillez noter que les directives reçues par courriel, télécopieur ou messagerie texte ne seront pas traitées avant que j’aie examiné votre dossier et discuté avec vous des directives en question. Par conséquent, le prix en vigueur au moment où vous laissez votre message n’est pas garanti. » « Please note trade instructions received by email, fax, or text will not be processed until I've had the opportunity to review your file and discuss the transaction request.  Consequently, no pricing is guaranteed by leaving the message. »",True,2025-12-08T18:15:21.000+0000,False,False,0055o000001zVCKAA2,2025-12-08T18:15:21.000+0000,0055o000001zVCKAA2,2025-12-08T21:40:59.000+0000,0055o000001zVCKAA2,2025-12-08T21:40:59.000+0000,(819)243-6497,8199218185,danny.tremblay@iggpp.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOnlCYAS,False,,24354410,0030A0000029hCzQAI,0010A000002w58UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - ERR-W1283,Medium,"KB0017399- User is receiving error message, advised user to reset password through the self guided option. 

Email: nancy.stinson@ig.ca 

******************************************************
Good afternoon, Nancy

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace login!
 
I'm glad I was able to assist you with resetting your password through the self guided option. If you do receive the ERR-W1283, try to click on reset password and a link should be sent to your email to do so. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T17:34:45.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T17:29:44.000+0000,005OH00000BG5v4YAD,2025-12-08T17:34:45.000+0000,005OH00000BG5v4YAD,2025-12-08T17:34:45.000+0000,(705)876-1282,(705) 772-3863,nancy.stinson@ig.ca,(705)741-4165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOnwYYAS,False,,24355700,0035o000005jCudAAE,0015o000006Hy07AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:47:22.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:47:22.000+0000,0055o000002DK5fAAG,2025-12-08T17:47:23.000+0000,0055o000002DK5fAAG,2025-12-08T17:47:23.000+0000,(416)230-2269,,adarosa@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOofiYAC,False,,24357644,0030A000002sgemQAA,0010A000003da20QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:13:19.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T18:13:19.000+0000,005OH00000BfonJYAR,2025-12-08T18:13:19.000+0000,005OH00000BfonJYAR,2025-12-08T18:13:19.000+0000,(604)805-1748,,zazimullah@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOoszYAC,False,,24358259,003OH00000U7KKAYA3,001OH00000aj2AtYAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect App Question / Delegation set up,Medium,"***DDS*** 12/08/25
Name: Jay  Dziuba                        
Phone: 
Agent code: 
Reference: KB0017372 & KB0023051 

Hello Jay,

Thank you for contacting the Workspace support group regarding delagation.

Checking your profile it looks like you do not have Third party access (TPA) to Cecila’a comp code.

Hello Cecilia, please see the attached TPA form.   Please complete the attached TPA form to give Jay access to your comp code, please sign and send the form to Distribution_Methodology@canadalife.com as instructed page 1 of the forms.

Also for the “Update Preferences” message below, the advisor to whom they are a delegate must setup their preferences in New Business Web app before any delegates can access their code in Simple Protect.  So as an example if Cecila is the advisor and Jay is the delegate, Cecila must log on to her New Business Web app and setup her preferences to allow Jay access.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 5, 2025 11:33 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Dziuba, Jay <Jay.Dziuba@bmo.com>
Cc: Gowdy, Karen <karen.gowdy@nbpcd.com>; de Bold, Cecilia <cecilia.debold@bmo.com>; Marin, Russell <Russell.Marin@canadalife.com>
Subject: RE: Simple Protect App Question / Delegation set up

Hi @CL Workspace Support,

I reviewed the issue below with Jay during a call, but we could not resolve it. The system is not updating the information entered in Preferences into the SimpleProtect application section, where we are asked to select a servicing code from the dropdown and assign a percentage. We had Jay login to her own Workspace account.

Could you please review the screenshots I took below from Jay’s screen and the attached email, and set up a call with Jay to get this resolved? 

Thank you,

We went into Preferences, selected Karen Gowdy as servicing advisor and updated her advisor code in Preferences. However, when we try to go start an application under Karen’s code, it is still showing the old code entered which is Phil’s. It does not give us an option to select Karen’s code in the application.

 


 



 

We went into Preferences, selected Cecilia De Bold as servicing advisor and updated her advisor code in Preferences. However, when we try to go start an application under Cecilia’s code, it does not even allow us to start the application. It just has a pop-up that redirects us to go back to Preferences.

 

 

From: Dziuba, Jay <Jay.Dziuba@bmo.com> 
Sent: November 26, 2025 12:31 PM
To: Marin, Russell <Russell.Marin@canadalife.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Gowdy, Karen <karen.gowdy@nbpcd.com>; de Bold, Cecilia <cecilia.debold@bmo.com>
Subject: [EXT] Simple Protect App Question / Delegation set up

Hi Russ and Salma, I am hoping one of you can help point us in the right direction to get sort out my access to Karen and Cecilia and the ability to write applications on their behalf. I’ve given the 2 scenarios below that I’m running
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Russ and Salma,

I am hoping one of you can help point us in the right direction to get sort out my access to Karen and Cecilia and the ability to write applications on their behalf. I’ve given the 2 scenarios below that I’m running into and looking for direction on how to fix it so that I can complete applications for them now that Phil is transitioning out to head up our division.

My attempt below is on the Simple Protect application, but we have written the new business applications as well. I just didn’t test it with Karen or Cecilia.

When trying to write an application under Karen:

When I start a Simple Protect App, I ‘m giving the options of advisors to choose from:

 

If I select Karen, my only option to select for Advisor ID & licensing is Phil Comtois’ code and the ability to “add an advisor” is faded out and can’t be clicked on:

 


When trying to write business under Cecilia:


When select Cecilia before going to the applicaton I get this message:

 


When I click on Update preferences tab I try to add Ceclia’s code and get a message that Only one servicing advisor should be added. (Phil is stil listed there)


How can I have access to write and application under Karen (or Cecilia) in the future? Phil is now head of our division and our team has changed so that all applications should be written under Karen.

Please note that we have an application in process that is under Phil’s code and we don’t want to lose that as we are just waiting for the 2nd insured to sign.

Thank you,
Jay
Jay Dziuba (She/Her)
Senior Estate & Insurance Marketing Associate
Strategic Field Underwriting Consultant",True,2025-12-08T18:21:42.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T18:21:42.000+0000,005OH00000BGeeHYAT,2025-12-08T18:22:52.000+0000,005OH00000BGeeHYAT,2025-12-08T18:22:52.000+0000,(186)638-2835X2,,cecilia.debold@bmo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOoxPYAS,False,,24358022,003OH00000MtyQLYAZ,001OH00000RmddvYAB,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-08T18:18:21.000+0000,0050A000001o2WeQAI,2025-12-08T18:18:21.000+0000,0050A000001o2WeQAI,2025-12-08T18:18:21.000+0000,(709)730-5818,,liamw2403@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOpRUYA0,False,,24362762,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-08T19:26:27.000+0000,False,False,005OH000006uyEBYAY,2025-12-08T19:20:11.000+0000,005OH000006uyEBYAY,2025-12-08T19:26:28.000+0000,005OH000006uyEBYAY,2025-12-08T19:26:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOpv6YAC,False,,24357289,0035o0000037ZHXAA2,0015o000003mERYAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:08:49.000+0000,False,False,005G0000002gxxjIAA,2025-12-08T18:08:49.000+0000,005G0000002gxxjIAA,2025-12-08T18:08:49.000+0000,005G0000002gxxjIAA,2025-12-08T18:08:49.000+0000,(514)321-8066,8199956786,guillaume@frenza.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOq59YAC,False,,24358123,0030A0000029dmLQAQ,0010A000002w2DwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1505,Medium,"***DDS 2025-12-08***
User was not able to complete registration due to a locked ISAM account.
DDS authenticated user, reset ISAM password and assisted with MGA Workspace registration.
 
================================================================================
****Email Chain**
Hello John,

It was a pleasure speaking to you earlier regarding your Workspace registration issues. We’re happy we were able to assist you in registering for Workspace after authenticating you.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T18:30:38.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T18:19:43.000+0000,005OH00000AX0rVYAT,2025-12-08T18:31:25.000+0000,005OH00000AX0rVYAT,2025-12-08T18:31:25.000+0000,(705)476-5422,,jalexander@assante.com,(705)476-7842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOqG6YAK,False,,24356416,0030A0000029XUgQAM,0010A000002vx3hQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 8 2025

Bonjour Isabelle,

Je voulais vous informer que, après vérification, notre équipe n’a trouvé aucune liste dans nos dossiers correspondant aux codes que vous avez mentionnés. 

Merci et bonne journée! 

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊  Wealth support (swoogo.com) 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des



From: Langlois, Isabelle <Isabelle.Langlois@financierehorizons.ca> 
Sent: December 1, 2025 8:34 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: En vigueur Marc Tousignant

Bonjour,

Suite à mon courriel ci-dessous, merci d’expédié la liste en vigueur du conseiller en objet à mon courriel personnel.

Merci et bonne journée !
Prendre note que mon numéro de téléphone direct est le : 438 793-8784
	
	
	

 


	Isabelle Langlois
Spécialiste en vigueur, affaire en vigueur
Financière Horizons
T : 438.793.8784 | TSF : 1 888.353.2410 
	Visitez financierehorizons.com | LinkedIn | Facebook | X

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite

Les Opérations vous souhaite des Joyeuses Fêtes !
Nos bureaux sont fermés le 24 décembre à partir de midi, les 25 et 26 décembre 2025
ainsi que le 1er et 2 janvier 2026. 
Nous bureaux seront ouverts le 29-30-31 décembre avec personnel réduit.
 


De : Polices En Vigueur 
Envoyé : 1 décembre 2025 08:33
À : Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Objet : En vigueur Marc Tousignant

Bonjour,

J’espère que vous allez bien !

J’aimerais recevoir l’en vigueur du conseiller en objet :

 Canada Vie Assurance Vie : B9934 et Canada Vie Placement : 31623029

Merci et bonne journée !
Prendre note que mon numéro de téléphone direct est le : 438 793-8784
	
	
	

 


	Isabelle Langlois
Spécialiste en vigueur, affaire en vigueur
Financière Horizons
T : 438.793.8784 | TSF : 1 888.353.2410 
	Visitez financierehorizons.com | LinkedIn | Facebook | X

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite

Les Opérations vous souhaite des Joyeuses Fêtes !
Nos bureaux sont fermés le 24 décembre à partir de midi, les 25 et 26 décembre 2025
ainsi que le 1er et 2 janvier 2026. 
Nous bureaux seront ouverts le 29-30-31 décembre avec personnel réduit.",True,2025-12-08T17:56:54.000+0000,False,False,005OH000002iN7rYAE,2025-12-08T17:56:54.000+0000,005OH000002iN7rYAE,2025-12-08T17:56:55.000+0000,005OH000002iN7rYAE,2025-12-08T17:56:55.000+0000,(514)326-4101,,isabelle.langlois@financierehorizons.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOqhWYAS,False,,24360742,0035o000006DyqRAAS,0015o000006j9cwAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:53:47.000+0000,False,False,0050A000000Hq5PQAS,2025-12-08T18:53:47.000+0000,0050A000000Hq5PQAS,2025-12-08T18:53:48.000+0000,0050A000000Hq5PQAS,2025-12-08T18:53:48.000+0000,(705)749-6776,,julia@bodenandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOqmkYAC,False,,24360383,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:48:56.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T18:48:56.000+0000,005OH000003ds0PYAQ,2025-12-08T18:48:56.000+0000,005OH000003ds0PYAQ,2025-12-08T18:48:56.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOrlaYAC,False,,24355458,0030A0000029mTKQAY,0010A000002w9SyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:44:06.000+0000,False,False,005OH00000BfjndYAB,2025-12-08T17:44:06.000+0000,005OH00000BfjndYAB,2025-12-08T17:44:07.000+0000,005OH00000BfjndYAB,2025-12-08T17:44:07.000+0000,(306)221-7797,,k.werschler@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOrlvYAC,False,,24359865,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,RE: Jim Peddie-CLGA137E,Medium,"***DDS*** 12/08/25
Name: James Peddie                         
Phone: 
Agent code: 28408
Reference: Probing questions, more info needed.

Hello Jim,

Thank you for contacting the Workspace support group.

I’m not sure I understand what the exact issue is, can you please provide a detailed summary of the issue.

Please provide the steps you took before getting stuck and if there are any error messages.
If possible, please provide screenshots of the issue. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Faisal, Ali <Ali.Faisal@canadalife.com> 
Sent: December 5, 2025 12:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Jim Peddie-CLGA137E

Good morning,

Hope you’re doing well!

I just wanted to reach out as one of our advisors, Jim Peddie is having some difficulty populating the fund code for our index etf balanced portfolio (CLGA137E) on workspace for a transfer he is trying to put through.

If you can provide some assistance on the following, that would be greatly appreciated!

Best regards,
Ali Faisal
Business Development Manager, Wealth Management
Cell: 204-926-5162
Ali.Faisal@canadalife.com
In partnership with:
Ranvir Grewal, B.Econ, RPA
Director of Business Development  |  Wealth Distribution
403-999-7731 (Mobile)
ranvir.grewal@canadalife.com 
https://www.linkedin.com/in/ranvirgrewal/",True,2025-12-08T18:42:17.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T18:42:17.000+0000,005OH00000BGeeHYAT,2025-12-08T18:42:17.000+0000,005OH00000BGeeHYAT,2025-12-08T18:42:17.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOsDkYAK,False,,24359760,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:40:59.000+0000,False,False,005OH00000245RQYAY,2025-12-08T18:40:59.000+0000,005OH00000245RQYAY,2025-12-08T18:41:00.000+0000,005OH00000245RQYAY,2025-12-08T18:41:00.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOtCJYA0,False,,24355538,003G0000018f71cIAA,0010A000002wP4wQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access and MFA set up,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): F7342
-Advisor email:agooden@elanpwm.com
-KBA:KB0020738 

Call details: Caller would like to use the MFA on their phone and disconnect it from heir computer
>>>After authentication of the caller, we called them back on their phone number on Siebel, We cleared their browser's cookies, disconnected and reconnected their MFA then logged them out and back in to confirm that they're receiving the MFA verification code

-------------------EMAIL------------------------
Hi Andrew,

It was a pleasure speaking on the phone with you earlier regarding your Workspace account and setting up your authenticator.

Just a recap of what we did, we cleared your browser’s cookies, unlocked your account, disconnect and reconnected the authenticator in your device, then logged you out and back in to make sure that you are receiving the MFA code.

If you need more assistance, don't hesitate to contact us.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T18:10:19.000+0000,False,False,005OH00000AbCcLYAV,2025-12-08T17:45:01.000+0000,005OH00000AbCcLYAV,2025-12-08T18:15:56.000+0000,005OH00000AbCcLYAV,2025-12-08T18:15:56.000+0000,(289)388-0701,(289) 388-0701,agooden@elanpwm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOtM0YAK,False,,24355572,0030A00000CghpOQAR,0010A00000DICd8QAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:45:33.000+0000,False,False,0055o000002DK5fAAG,2025-12-08T17:45:33.000+0000,0055o000002DK5fAAG,2025-12-08T17:45:33.000+0000,0055o000002DK5fAAG,2025-12-08T17:45:33.000+0000,(647)382-1300,,jeremyl@quantumbusinesslaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOtSSYA0,False,,24355612,003G0000018f6g9IAA,0010A000002wOeAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Resetting WS MFA,Medium,"ADSL Advisor Mike Gorman (F2833) accidentally deleted their Salesforce Authenticator app; troubleshot Google Authenticator browser extension/SF mobile authenticator issues; successfully set up Mobile Google Authenticator app moving forward; advised user of PC ""time sync"" error as per Assist Line

***EMAIL CHAIN***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 12:39 PM
To: Gorman, Mike (LL) <mike@gormanfinancial.ca>
Subject: Workspace MFA Reconnection - SF Case #24355612

Hi Mike,

Thank you for reaching out to Workspace Support! It was a pleasure meeting you (and Joseph) today. 

We are so glad we were able to work together to successfully resolve your Workspace MFA errors. As discussed, we disconnected both your mobile Salesforce Authenticator app as well as your Google Authenticator browser extension, and set you up with the Google Authenticator mobile app.

Moving forward, you should be able to successfully log into Workspace following the steps listed below: 

1.	Enter your Workspace login credentials (selecting Advisor Solutions as your association choice) and select Continue

2.	Open the Google Authenticator app on your mobile device

 

3.	Input the code from Google Authenticator into the Verification Code field of your computer browser

 

4.	Select Continue

Once this code is confirmed you will be logged into your Workspace account. 

Please note: as discussed, this code is time sensitive. After reviewing our call, we did notice that the time displayed on your PC was off by three minutes. We would recommend correcting this on your PC as it may be a source of your MFA issues. 

 


As always, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Thanks and take care!
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T19:32:19.000+0000,False,False,005OH00000BFQFDYA5,2025-12-08T17:46:03.000+0000,005OH00000BFQFDYA5,2025-12-08T20:51:01.000+0000,005OH00000BFQFDYA5,2025-12-09T21:41:20.000+0000,(604)329-5820,(604) 329-5820,mike@gormanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOtfOYAS,False,,24361613,003G0000018f6gdIAA,0010A000002wOgzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:04:56.000+0000,False,False,005OH00000AdAzSYAV,2025-12-08T19:04:56.000+0000,005OH00000AdAzSYAV,2025-12-08T19:04:56.000+0000,005OH00000AdAzSYAV,2025-12-08T19:04:56.000+0000,(905)662-2424,(905) 327-1676,steve@truvisionfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOuZlYAK,False,,24355242,003G0000018f73yIAA,0010A000002wP7IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustration access,Medium,"KB0020858 - successfully reset LL user id access in ISAM
==================

Hi Lynsey,

Thank you for calling the workspace support about an issue accessing the product illustration.

We have updated your access at the back end, and you were able to successfully reset your password. We can also confirm that you have access to your product illustration.

We appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-08T17:54:58.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T17:41:26.000+0000,005OH00000BFPZHYA5,2025-12-08T18:09:06.000+0000,005OH00000BFPZHYA5,2025-12-13T02:01:49.000+0000,(204)346-1406,(204) 801-6982,christine@craftfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOvcLYAS,False,,24357788,003G0000018f6t0IAA,0010A000002wOujQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect App - Error Forest,Medium,"KB0022199 - Followed the guidance but no good. call assist, SL Jeremie took over the call.",True,2025-12-08T23:49:52.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T18:15:15.000+0000,005OH00000BFPZHYA5,2025-12-08T23:49:53.000+0000,005OH00000BFPZHYA5,2025-12-08T23:49:53.000+0000,(902)431-5500,(902) 233-7776,cory@arbourwealth.ca,(902)406-4034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOwGkYAK,False,,24358785,003OH00000O88ykYAB,001OH00000TK7MVYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:28:59.000+0000,False,False,005OH000005URvxYAG,2025-12-08T18:28:59.000+0000,005OH000005URvxYAG,2025-12-08T18:28:59.000+0000,005OH000005URvxYAG,2025-12-08T18:29:00.000+0000,(780)265-5898,,brsv_25@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOwa1YAC,False,,24359581,003G0000018f6RUIAY,0010A000002wONpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1293,Medium,"***2025/12/08***
 
 
==================================================================================
 
User's Name: Mark Cipparone
Email: mark@cipparonefinancial.ca
Code: F1591
KBA: KB0022764
Verification: Not needed because of account blocked
 Received ERR-W1293 for his ADSL account. Advised him that I would escalate the issue.
==================================================================================
 
***Email Chain***
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Yes indeed, it was me…..can’t really remember the actual time but I completed a Life Application on Monday.    I work from home and quite often do e-apps with clients that are unavailable during business hours.  
 
FYI----I did a Individual Health application last evening around 7:30 as well.  

Hope this helps….Mark!

Mark Cipparone, B.A., EPC
Cipparone Financial Inc.
Financial Security Advisor 
Phone: 905-980-1015
Toll Free:  1-888-252-1847
E-mail:  mark@cipparonefinancial.ca
 
Twitter: @CipparoneMark
LinkedIn: Mark Cipparone

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, December 10, 2025 3:45 PM
To: Mark Cipparone <mark@cipparonefinancial.ca>
Subject: Hi FW: ERR-W1293 - C24359581

Hi Mark,

We hope you are doing well! We did notice there was a login to Workspace on Monday evening, and we just wanted to confirm if that is in fact you and that your access has been resolved?

Please reply to this email and let us know.

Have a great day!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: WorkspaceEscalations <WorkspaceEscalations@canadalife.com> 
Sent: Tuesday, December 9, 2025 9:24 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: ERR-W1293 - C24359581

Hello TJ,

The advisor was able to sign in yesterday evening and their account access issue should be resolved. Please reach out to the advisor and confirm.
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 2:12 PM
To: WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Subject: FW: ERR-W1293 - C24359581

Hi Leaders, 

Please investigate this issue.

Please let me know if you need anything else!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Workspace Support 
Sent: Monday, December 8, 2025 2:05 PM
To: Cipparone, Mark <mark@cipparonefinancial.ca>
Subject: ERR-W1293 - C24359581

Hi Mark,

Thank you for contacting Workspace Support regarding your Workspace Access issue. This is a follow-up email to summarize what we accomplished on the phone together.

Mark called in because he was unable to log into Workspace. He specified that he was receiving ERR-W1293. I advised his that,  ""Yes, I can see your account has been blocked and I’m unable to unlock it so I’ll escalate this for you.""

From there, we will escalate this for you Mark and you should received another email from one of our Level 2 Specialists hopefully with a resolution. 
 
Have a great day! 

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-08T23:44:31.000+0000,False,False,005OH00000BFPZIYA5,2025-12-08T18:38:56.000+0000,005OH00000BFPZIYA5,2025-12-12T13:44:59.000+0000,005OH00000BFPZIYA5,2025-12-12T13:44:59.000+0000,(905)682-2651X230,(905) 980-1015,mark@cipparonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOwevYAC,False,,24358811,0030A0000029pfbQAA,0010A000002wC46QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:29:16.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T18:29:16.000+0000,005OH000003ds0PYAQ,2025-12-08T18:29:16.000+0000,005OH000003ds0PYAQ,2025-12-08T18:29:16.000+0000,(647)922-9057,,catherine.macrae@outlook.com,(905)695-0848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOxSqYAK,False,,24357185,0030A0000029fILQAY,0010A000002w3WWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:07:23.000+0000,False,False,005OH000005URvxYAG,2025-12-08T18:07:23.000+0000,005OH000005URvxYAG,2025-12-08T18:07:23.000+0000,005OH000005URvxYAG,2025-12-08T18:07:23.000+0000,(780)753-2940,(780) 753-1777,calliehudon@outlook.com,(780)753-2930,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOxeAYAS,False,,24359282,0030A0000029lHIQAY,0010A000002w8SVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"MGA Workspace registration, err W1510",Medium,"******DDS***** 12/08/2025

INC1930948

User was having issues with registration as they were getting error code 1510 after putting in their password. Escalated to 2nd level

Ref: KB0021888, KB0020538

****EMAIL CHAIN*****
Hello Hayley, 

    It was a pleasure assisting you today, your registration issue has now been escalated to 2nd level. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T18:57:36.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T18:35:14.000+0000,005OH00000BFQFHYA5,2025-12-08T19:03:57.000+0000,0050A000000qsPeQAI,2025-12-08T19:03:57.000+0000,(416)454-5142,4164519914,hayley@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hOzd7YAC,False,,24362913,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:22:19.000+0000,False,False,005OH000004pk06YAA,2025-12-08T19:22:19.000+0000,005OH000004pk06YAA,2025-12-08T19:22:19.000+0000,005OH000004pk06YAA,2025-12-08T19:22:19.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP0QjYAK,False,,24358327,003OH00000MqoiRYAR,001OH00000RiudJYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Inquiry on policies 40521365 & 40596453,Medium,"****DDS****12/08/25 

Policies were transferred from Benoit Cote to Philippe Fournier - policies still show as active in Benoit's WS account and inactive in Philippe's account
Both policies are active in CoPilot with servicing code 609350 (Benoit Cote) - referred user to contact Contracts&Licensing to confirm if buy/sell has been completed and under which code since all Philippe's codes show inactive.
 
============================================================================================= 
 
****Email Chain****

Bonjour Emilie,

Merci pour votre courriel!

Je confirme avec vous que ces polices sont bien sous le code de Benoit Côté. Philippe voit ces polices inactives car il ne fait pas partie des délégués de Benoit Côté.
Benoit va devoir ajouter Philippe comme délégué dans ses paramètres sur Espace Affaires pour qu’il ait accès à ces polices.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






From: Rivard, Emilie <Emilie.rivard@conseilscanada.com> 
Sent: December 9, 2025 8:45 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Fournier, Philippe <philippe@gfintegrale.ca>
Subject: RE: Question concernant l’état des polices d’assurance - René Garneau 40521365 / 40596453 - Cas 24358327

Bonjour Lawrencia,

J’espère que tu vas bien! 

Suite à ton courriel, j’ai validé avec le département des transferts, et il n’y a pas de transfert en cours pour ces polices.
Ces polices sont bien sous le bon code de Benoit Côté.

Ce que nous ne comprenons pas, c’est pourquoi Benoit Côté voit ses polices actives dans son Espace Affaires, mais Philippe les voit à Inactives.

Qu’est-ce qui pourrait causer cela ? 

Merci et bonne journée 😊,

Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178

 Prendre rendez-vous avec moi | Book an appointment with me

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Vidéos tutorielles sur Bluesun Conseiller on Vimeo

Tutoriel vidéo RepVision sur Vimeo

Bluesun Advisor Video Tutorials on Vimeo

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De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 8 décembre 2025 13:46
À : Rivard, Emilie <Emilie.rivard@conseilscanada.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc : Fournier, Philippe <philippe@gfintegrale.ca>
Objet : RE: Question concernant l’état des polices d’assurance - René Garneau 40521365 / 40596453 - Cas 24358327

Bonjour Philippe,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant les polices 40521365 et 40596453.

Nos systèmes indiquent un transfert de ces polices en cours, veuillez contacter le département chargé des contrats par courriel pour confirmer si ce transfert a été finalisé et avec quel code conseiller. Si le transfert a été finalisé, veuillez attendre 5-7 jours ouvrables pour que ces polices reflètent correctement dans votre compte Espace Affaires. Veuillez aussi confirmer avec ce département quel code est lié à ces polices et si ce code conseiller est aussi active.
canadalife.contracts&licensing@canadalife.com
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Rivard, Emilie <Emilie.rivard@conseilscanada.com> 
Sent: December 5, 2025 11:57 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Gestion Financiere Integrale (Sabrina Afounas) <sabrina@gfintegrale.ca>; Fournier, Philippe <philippe@gfintegrale.ca>
Subject: TR: Question concernant l’état des polices d’assurance - René Garneau 40521365 / 40596453

Bonjour l’équipe de l’Espace Affaires,

J’espère que vous allez bien! 

Le cabinet Gestion Financière Intégrale nous a contactés, car, pour les deux polices en pièce jointe, elles sont indiquées à inactives, mais elles sont bien actives.

Pourriez-vous corriger la situation ? 

Merci et bonne journée 😊,

Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178

 Prendre rendez-vous avec moi | Book an appointment with me

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Vidéos tutorielles sur Bluesun Conseiller on Vimeo

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De : Sabrina Afounas <sabrina@gfintegrale.ca> 
Envoyé : 5 décembre 2025 10:42
À : Rivard, Emilie <Emilie.rivard@conseilscanada.com>
Cc : Fournier, Philippe <philippe@gfintegrale.ca>
Objet : [EXT] Re: Question concernant l’état des polices d’assurance - René Garneau 40521365 / 40596453

Bonjour Émilie, Les polices sont bel et bien actives, mais dans le système de Philippe Fournier, elles apparaissent comme inactives. C’est cette incohérence que nous ne comprenons pas, car elles devraient s’afficher comme actives. Le système
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
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    Report Suspicious     



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Bonjour Émilie,


Les polices sont bel et bien actives, mais dans le système de Philippe Fournier, elles apparaissent comme inactives. C’est cette incohérence que nous ne comprenons pas, car elles devraient s’afficher comme actives. Le système semble induire en erreur.


Je te joins en pièce jointe ce que Philippe voit de son côté.


Pour l’instant, nous ne demandons pas le transfert vers Philippe. Nous souhaitons simplement comprendre d’où provient ce problème afin d’éviter d’autres confusions.


Merci beaucoup pour ton aide et bonne journée !


 

________________________________________
De : Sabrina Afounas <sabrina@gfintegrale.ca>
Envoyé : 2 décembre 2025 11:02
À : Rivard, Emilie <Emilie.rivard@conseilscanada.com>
Cc : Philippe Fournier <philippe@gfintegrale.ca>
Objet : Re: Question concernant l’état des polices d’assurance - René Garneau 40521365 / 40596453 
 


Bonjour Émilie,


Merci beaucoup pour les informations.

Je vais attendre la réponse de Philippe et nous te tiendrons au courant dès que possible.

Encore merci pour ton aide !


Bonne journée,

 

________________________________________
De : Rivard, Emilie <Emilie.rivard@conseilscanada.com>
Envoyé : 2 décembre 2025 08:15
À : Sabrina Afounas <sabrina@gfintegrale.ca>
Objet : RE: Question concernant l’état des polices d’assurance - René Garneau 40521365 / 40596453 
 
Bonjour Sabrina,
 
Je vais super bien, j’espère que toi aussi! 
 
J’ai vérifié les deux polices et elles sont actuellement sous le code Great West 609350 de Benoit Côté. Ce code de conseiller est inactif.
 
Si vous désirez que ces polices soient transférées à Philippe, je vais avoir besoin d’un courriel de sa part autorisant le transfert. 
 
Merci et bonne journée 😊,
 
Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178
 
 Prendre rendez-vous avec moi | Book an appointment with me
 
 
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
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De : Sabrina Afounas <sabrina@gfintegrale.ca> 
Envoyé : 1 décembre 2025 14:28
À : Rivard, Emilie <Emilie.rivard@conseilscanada.com>
Objet : [EXT] Question concernant l’état des polices d’assurance - René Garneau 40521365 / 40596453
 
Bonjour Emilie, Comment tu vas 🙂 J'ai une question concernant les polices d’assurance suivantes : 40521365 / 40596453 Le service client nous indique que ces polices sont actives, mais elles apparaissent comme inactives dans le système de Philippe
 
Bonjour Emilie, 
 
Comment tu vas 🙂
 
 
J'ai une question concernant les polices d’assurance suivantes : 40521365 / 40596453
 
 
Le service client nous indique que ces polices sont actives, mais elles apparaissent comme inactives dans le système de Philippe Fournier lorsqu’il tente de les consulter.
 
 
Est-ce que tu peux m'indiquer d’où pourrait provenir ce problème ?
 
 
Merci beaucoup pour ton aide.
 
 
Bonne journée,",True,2025-12-09T20:58:40.000+0000,False,False,005OH0000097FtCYAU,2025-12-08T18:22:37.000+0000,005OH0000097FtCYAU,2025-12-09T20:59:47.000+0000,005OH0000097FtCYAU,2025-12-09T20:59:47.000+0000,(514)266-5416,,philippe@gfintegrale.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP0wvYAC,False,,24356468,003G0000018f6jhIAA,0010A000002wOjvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T17:57:47.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T17:57:47.000+0000,0050A000000WjqvQAC,2025-12-08T17:57:48.000+0000,0050A000000WjqvQAC,2025-12-08T17:57:48.000+0000,(613)282-8901,(613) 282-8901,kam@deltorawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP0yaYAC,False,,24358730,003G0000018f7GEIAY,0010A000002wPL1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace access - Password reset,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Yes
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): W5481
-Caller email address:'Govindasamy, Sumathi' <SGovindasamy@ciassante.com>
-KBA: KB0017399

Call details: Caller is having issue accessing their ADSL account.
>>>Turns out that they were using the MGA association to access their ADSL account and they also used invalid password.
Outbound call, based on email request, After authentication we reset the WS password and walked them through the login process.

---------------------------------------------------EMAIL--------------------------------------

Hi Sumathi,

It was a pleasure speaking on the phone with you earlier regarding your MGA/NA Workspace registration .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we completed your registration process, reset your Repnet password, set up your MFA and made sure that you’re accessing your MGA/NA account without any issues.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support 
Sent: November 28, 2025 5:48 PM
To: 'Govindasamy, Sumathi' <SGovindasamy@ciassante.com>
Subject: RE: online access - Case 23894124

Hi Sumathi,

Thank you for your response. Based on your availability, I will call you on Wednesday, December 3, 2025, at 03:00 PM (EST).

If you need immediate assistance, you can reach out to our team: Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Have a great Weekend!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Govindasamy, Sumathi <SGovindasamy@ciassante.com> 
Sent: November 27, 2025 3:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Uche, Nnedinma <Nnedinma.Uche@canadalife.com>; Govindasamy, Sumathi <SGovindasamy@ciassante.com>
Subject: [EXT] RE: online access - Case 23894124

Hello Fatima , Your time zone - EST (UTC-5) Three preferred dates and times for a call-back : This week Friday ( Nov 28 2025)- Dec 1st to Dec 3rd Toronto time 10am -12am or 3pm-4pm. Advisor code (if it’s a non advisor account, please provide
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    Report Suspicious    ‌ 



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Hello Fatima ,


•	Your time zone - EST (UTC-5)
•	Three preferred dates and times for a call-back : This week Friday ( Nov 28 2025)- Dec 1st to Dec 3rd  Toronto time 10am -12am or 3pm-4pm.
•	Advisor code (if it’s a non advisor account, please provide the active code(s) associated with one of your firm’s advisors.) - advisor code67986 / 68140 is National Account codes
•	My cell # 6477391872
 



 Thanks, 



Sumathi Govindasamy

Advisor Commission Associate
15 York Street
Toronto, ON M5J 0A3

assante.com

 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, November 19, 2025 5:26 PM
To: Govindasamy, Sumathi <SGovindasamy@ciassante.com>
Cc: Uche, Nnedinma <Nnedinma.Uche@canadalife.com>
Subject: RE: online access - Case 23894124

External email – exercise caution opening links/attachments. 
Hi Sumathi,

I would like to set up a phone call with you to help you with the Workspace access. Kindly provide the following details to help us schedule a call-back:
•	Your time zone
•	Three preferred dates and times for a call-back
•	Advisor code (if it’s a non advisor account, please provide the active code(s) associated with one of your firm’s advisors.)
 
	We will reach you at the provided phone number (or the one from your profile).
 
I’m available Monday-Friday(statutory holidays excluded), from 10AM-06PM (MT)/12PM-08PM(EST) 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 





From: Uche, Nnedinma <Nnedinma.Uche@canadalife.com> 
Sent: November 19, 2025 10:46 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: online access

Hello Team,

Please assist.

Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com> 
Sent: Friday, November 14, 2025 9:39 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: online access

 
________________________________________
From: Govindasamy, Sumathi <SGovindasamy@ciassante.com>
Sent: Friday, November 14, 2025 3:38:41 PM (UTC+00:00) Monrovia, Reykjavik
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: [EXT] online access
Hello, Please take a look what is wrong with my access, not able to access. Email : DL-OPS-AASFMCommissions@ ci. com Thanks, Sumathi Govindasamy Advisor Commission Associate 15 York Street Toronto, ON M5J 0A3 assante. com This email message, including

Hello,
 
Please take a look what is wrong with my access, not able to access.
Email : DL-OPS-AASFMCommissions@ci.com
 
 
 
 
 Thanks, 
 


Sumathi Govindasamy

Advisor Commission Associate
15 York Street
Toronto, ON M5J 0A3

assante.com

 

 
 

________________________________________
This email message, including any attachments, is intended only for the person or entity to which it is addressed and may contain confidential or privileged material. If you are not the intended recipient, any review, re-transmission, dissemination, distribution, copying or other use of the contents of this email is prohibited and may be unlawful. If you have received this communication in error, please notify the sender immediately and destroy this email and its contents. Email is not secure. Do not send any confidential or personal information via email. All email messages received by us are archived and subject to review. Nothing in this email is intended to provide, or should be relied upon for, accounting, legal or tax advice or recommendations. In addition, nothing in this email constitutes an offer to sell or a solicitation of an offer to purchase any investment or security. 
Ce courrier électronique, y compris ses pièces jointes, est exclusivement à l’intention de la personne ou l’entité destinataire et peut contenir des documents et renseignements confidentiels ou privilégiés. Si vous n’en êtes pas le destinataire, sachez que toute révision, réexpédition, communication, distribution, copie ou tout autre usage des renseignements contenus dans ce courriel sont interdits et peuvent s’avérer illicites. Si vous avez reçu cette communication par erreur, veuillez immédiatement en informer l’expéditeur et détruire ce courriel et son contenu de façon sécuritaire. Les courriels ne constituent pas un moyen de communication sécuritaire. N’envoyez pas de renseignements confidentiels ou personnels par courriel. Tous les courriers électroniques que nous recevons sont archivés et peuvent faire l’objet d’une évaluation. Le présent courriel n’a pas pour effet de fournir, ou servir de fondement pour des conseils ou recommandations comptables, juridiques ou fiscaux. Par ailleurs, ce courriel ne saurait en aucun cas constituer une offre de vente ou une sollicitation d’achat de placements ou de titres.",True,2025-12-08T18:28:16.000+0000,False,False,005OH00000AbCcLYAV,2025-12-08T18:28:16.000+0000,005OH00000AbCcLYAV,2025-12-08T19:24:12.000+0000,005OH00000AbCcLYAV,2025-12-08T19:24:12.000+0000,(613)258-1997,(613) 229-2384,dermid@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP1EjYAK,False,,24359034,003G0000018f6lmIAA,0010A000002wOnWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:32:08.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T18:32:08.000+0000,0050A000000WjqvQAC,2025-12-08T18:32:08.000+0000,0050A000000WjqvQAC,2025-12-08T18:32:08.000+0000,(613)898-2565,(613) 898-2565,harry@deltorawealth.com,(613)823-0983,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP2MSYA0,False,,24361829,0030A0000029lFTQAY,0010A000002w8QlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:07:36.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T19:07:36.000+0000,005OH000003ds0PYAQ,2025-12-08T19:07:37.000+0000,005OH000003ds0PYAQ,2025-12-08T19:07:37.000+0000,(613)767-1234,613-449-6231,cbudd@alignedcapitalpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP2kIYAS,False,,24362730,0030A0000029X7oQAE,0010A000002vwmnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:19:44.000+0000,False,False,005OH000004oiYEYAY,2025-12-08T19:19:44.000+0000,005OH000004oiYEYAY,2025-12-08T19:19:44.000+0000,005OH000004oiYEYAY,2025-12-08T19:19:44.000+0000,(519)652-8484,,briansmith@legacywealthmgt.com,(519)652-8585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP3B4YAK,False,,24361846,003G0000018f7C4IAI,0010A000002wPG2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:07:53.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T19:07:53.000+0000,0050A000000WjqvQAC,2025-12-08T19:07:53.000+0000,0050A000000WjqvQAC,2025-12-08T19:07:53.000+0000,(613)271-8232,(613) 255-7653,gus@gdlfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP3CMYA0,False,,24362216,0030A0000029jw6QAA,0010A000002w7M4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"User is selecting Advisor Solution instead of MGA. User still receiving ERR-W1281. 
Logmein- KB0017399 - reset password (user was not receiving the link when he clicked 'reset password') 

Email: dcohen@dcfinancial.ca 

*********************************************************
Good afternoon, Danny

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace log in!
 
I'm glad I was able to assist you with resetting your Workspace password and successfully signing in. During Workspace login please remember to select ‘MGA’ from the drop-down options as how you are associated to Canada Life. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T19:27:50.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T19:12:48.000+0000,005OH00000BG5v4YAD,2025-12-08T19:27:51.000+0000,005OH00000BG5v4YAD,2025-12-08T19:27:51.000+0000,(514)737-9252X331,(514) 924-6648,dcohen@dcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP3lYYAS,False,,24360440,003G0000018f73hIAA,0010A000002wP76QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:49:34.000+0000,False,False,005OH00000AdAzSYAV,2025-12-08T18:49:34.000+0000,005OH00000AdAzSYAV,2025-12-08T18:49:34.000+0000,005OH00000AdAzSYAV,2025-12-08T18:49:34.000+0000,(519)376-2736,(519) 270-5984,taryn@bumsteadins.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP4L4YAK,False,,24360623,003G0000018f6l8IAA,0010A000002wOmsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:51:56.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T18:51:56.000+0000,0050A000000WjqvQAC,2025-12-08T18:51:56.000+0000,0050A000000WjqvQAC,2025-12-08T18:51:56.000+0000,(613)858-3892,6138583892,jeff@ciigroup.ca,(613)748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP4XWYA0,False,,24360782,003G000001C243xIAB,001G000000urMruIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:54:11.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T18:54:11.000+0000,0050A000000WjqvQAC,2025-12-08T18:54:12.000+0000,0050A000000WjqvQAC,2025-12-08T18:54:12.000+0000,(613) 422-7852,,d.drummond@rockcliffewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP4yyYAC,False,,24361013,003OH000001eZWPYA2,001OH0000020TVbYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:57:17.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T18:57:17.000+0000,005OH000003ds0PYAQ,2025-12-08T18:57:18.000+0000,005OH000003ds0PYAQ,2025-12-08T18:57:18.000+0000,(705)593-2696X623,,jenna@ghsret.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP5IMYA0,False,,24358841,003G0000018f7DMIAY,0010A000002wPHIQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-08T18:29:46.000+0000,0050A000001o2WeQAI,2025-12-08T18:29:46.000+0000,0050A000001o2WeQAI,2025-12-08T18:29:46.000+0000,(709)682-1543,(709) 682-1543,darrell@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP5mwYAC,False,,24358557,0035o000007hPUhAAM,0015o000008Od0hAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Caller Name: Taylor Clarke
Advisor or support staff: Advisor support
Advisor Code: E5397
Advisor Name: ANDREA FRUSTACI	 National Account
Phone: 604-501-4269
Email: tclarke@envisionfinancial.ca and afrustaci@envisionfinancial.ca	
Siebel verification: partial with advisors info as per KB0021888 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: partial as per KB0021888 partially. couldn't provide the name of the firm matching in Siebel.
Issue: trying to help the advisor setup for Workspace. 

FINDINGS: 
Checked 1-1ESITLZ in TIM Tam, no user id found. 
checked Siebel with first/last name and even email no user ID found.

test dummy profile
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000002J333AAC%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000007haXHAAY%26cntc%3D0035o000007haXHAAY%26id%3D0055o000002J333AAC

RESOLUTION: Sent an email advising her to follow up with DM/register for user ID.

side note, didn't add her name Taylor Clarke as she's not found in SF or Siebel. 

--------------------------------------***DDS  12/08/2025***--------------------------
Hello Taylor,

Thank you for contacting Workspace Support today regarding helping advisor ANDREA FRUSTACI access Workspace. 

It was a pleasure speaking to you.

As discussed, you reached out to Distribution_Methodology@canadalife.com last Wednesday but have not received any updates yet and not sure that ANDREA FRUSTACI has created a User ID yet.

We were unable to locate any further information at this end. 

Please follow up with Distribution_Methodology@canadalife.com. Once they’ve provided confirmation , you can then assist Andrea in the below steps.

A user ID will need to be created once Distribution Methodology confirms, you would then go to Sign in | Canada Life, scroll to the bottom of the page and click Register, follow the steps there. 
Take note of the User ID created and the password as this will needed to register for Workspace after 48hrs.


Register for Workspace instructions/steps to follow after 48hrs.
Step 1: Click on the link Register
Step 2: Enter your RepNet ID and Password. If you can’t remember your Username or password, please click here to reset it or you can call service desk at 1-800-459-5141.
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other. 
You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T18:54:22.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T18:25:38.000+0000,005OH00000AUS7aYAH,2025-12-08T18:56:21.000+0000,005OH00000AUS7aYAH,2025-12-08T18:56:21.000+0000,(604)828-4896,,afrustaci@envisionfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP5wcYAC,False,,24358512,0030A0000027Gv3QAE,0010A000002wN2mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor locked themselves out , I assisted them with getting onto workspace.
***************
Hi Dominique  , thank you for contacting the workspace support today.
To recap our call, you were locked out of your Advisor solutions workspace account , I assisted you by unlocking you account and having your password reset and you were able to log on


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T18:28:59.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T18:25:01.000+0000,005OH00000BFQFCYA5,2025-12-08T18:35:36.000+0000,005OH00000BFQFCYA5,2025-12-08T18:35:36.000+0000,(807)935-8386,(807) 620-6590,dominique@chenardwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP5yHYAS,False,,24362281,003G0000018f6wUIAQ,0010A000002wOyMQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-08T19:13:32.000+0000,0050A000001o2WeQAI,2025-12-08T19:13:32.000+0000,0050A000001o2WeQAI,2025-12-08T19:13:32.000+0000,(902)539-5093,(902) 304-1500,tim.burns@fffpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP6CnYAK,False,,24358707,0030A0000029dR0QAI,0010A000002w1yTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:27:59.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T18:27:59.000+0000,005OH000003ds0PYAQ,2025-12-08T18:27:59.000+0000,005OH000003ds0PYAQ,2025-12-08T18:27:59.000+0000,(705)523-3131,,stephane.cloutier@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP740YAC,False,,24359908,0035o000007WVGwAAO,0015o000008CzymAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC status Report,Medium,"**WRS Email Thread** Dec 8 2025

Good Day Russell,

This email is regarding your request for a list of clients & plans and their current KYC status in Investment Centre. Please find attached the generated report(s). I wanted to let you know the reports have been separated on its own Excel sheet by advisor. A separate password email will follow. 

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of the clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Kindly take 30 seconds to let us know how our team helped you today by filling out our survey! 😊  Wealth support (swoogo.com) 
Have a great day!

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operation
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hi there,

As mentioned in my previous email, please find below your Excel password(s):

57U5GY3C

Please note that passwords are case sensitive. Again, this Password is not meant to be used to open the encrypted email, but for the Excel document within that email.

As a reminder, our team is required to encrypt the email with the password-protected Excel to ensure sensitive client data is protected. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T18:42:56.000+0000,False,False,005OH000002iN7rYAE,2025-12-08T18:42:56.000+0000,005OH000002iN7rYAE,2025-12-08T18:42:56.000+0000,005OH000002iN7rYAE,2025-12-08T18:42:56.000+0000,(902)435-5556,,ramero@fraserco.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP7taYAC,False,,24357953,003G0000018f7DMIAY,0010A000002wPHIQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-08T18:17:30.000+0000,0050A000001o2WeQAI,2025-12-08T18:17:31.000+0000,0050A000001o2WeQAI,2025-12-08T18:17:31.000+0000,(709)682-1543,(709) 682-1543,darrell@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP8YMYA0,False,,24364252,003OH00000M96MfYAJ,001OH00000QumMGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"*12/8*
----------------
ANNE MARIE FAVOR

Anne Favor
cf162
p4505
im with primerica, trying to get registered, got an error code, i think i tried 2 times 
err w2302
terms and conditions are blank, 
CIAM has an X 

supplied link https://workspace.canadalife.com/registration?r=C to register for primerica Workspace 
went to verify your identity window instead of email address 
403 389 7375
trying to follow the regsitration steps and it gets stuck at the putting in ID and password 
called user back and signed them into Workspace. 
it was prompting for MFA so they were able to retrieve the code.
had them enter their activation code 



*email*
----------------
Good afternoon Anne, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to register for Workspace and received err w2302 when attempting to register, which was due to already starting the registration process and you trying to find where you were again. It looks like you were already registered so we were able to help you log into Workspace and getting the verification code for your apps, we left you at the Workspace overview page. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T00:51:14.000+0000,False,False,005OH000008919xYAA,2025-12-08T19:40:46.000+0000,005OH000008919xYAA,2025-12-09T00:51:14.000+0000,005OH000008919xYAA,2025-12-09T00:51:14.000+0000,(403)389-7375,,afavor.cf162@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP99hYAC,False,,24361182,003G0000018f6lgIAA,0010A000002wOnQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:59:20.000+0000,False,False,0055o000001h4cFAAQ,2025-12-08T18:59:20.000+0000,0055o000001h4cFAAQ,2025-12-08T18:59:20.000+0000,0055o000001h4cFAAQ,2025-12-08T18:59:20.000+0000,(204)999-9574,(204) 218-9475,janet@trinitypark.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP9fFYAS,False,,24358291,0030A0000029n59QAA,0010A000002w9zZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:22:09.000+0000,False,False,005OH000005URvxYAG,2025-12-08T18:22:09.000+0000,005OH000005URvxYAG,2025-12-08T18:22:10.000+0000,005OH000005URvxYAG,2025-12-08T18:22:10.000+0000,(780)421-9255,,may@maychan.ca,(780)421-9256,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hP9njYAC,False,,24361079,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-08T19:27:30.000+0000,False,False,005OH000006uyEBYAY,2025-12-08T18:58:03.000+0000,005OH000006uyEBYAY,2025-12-08T19:27:30.000+0000,005OH000006uyEBYAY,2025-12-08T19:27:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPAD9YAO,False,,24360439,003G0000018f77cIAA,0010A000002wPAwQAM,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-08T18:49:33.000+0000,0050A000001o2WeQAI,2025-12-08T18:49:33.000+0000,0050A000001o2WeQAI,2025-12-08T18:49:33.000+0000,(506)650-1393,(506) 650-1393,radhika.joshi@radhikajoshi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPALDYA4,False,,24360581,0030A00000Aqo6cQAB,0010A00000BPsSjQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration process,Medium,"KB0022055  
Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): D2093
-Advisor email address:ryan@bbfinancial.ca

Call details: Caller needed assistance completing their WS registration.
>>>We reset their ISAM password, assisted them on completing their registration on WS, set up their MFA and confirmed their successful access.

---------------------------------------------------------------------EMAIL----------------------------------
Hi Ryan,

It was a pleasure speaking on the phone with you earlier regarding your MGA Workspace registration .

I'm glad that the issue is resolved and you logged in into your Workspace account successfully. 

Just a recap of what we did, we completed your registration process, reset your Repnet and Workspace passwords, set up your MFA and made sure that you’re accessing your MGA account without any issues.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T23:02:02.000+0000,False,False,005OH00000AbCcLYAV,2025-12-08T18:51:24.000+0000,005OH00000AbCcLYAV,2025-12-08T23:29:03.000+0000,005OH00000AbCcLYAV,2025-12-08T23:29:03.000+0000,(780)702-5807X228,,ryan@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPBlKYAW,False,,24360981,003G0000018f7wvIAA,0010A000002wQ36QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Caller Name: Denise Irwin
Advisor or support staff: Advisor 
Advisor Code: W0560 W2274
Advisor Name: TERRY WINDREM	
Phone: 
Email: terry@parkplacefinancial.ca	and denise@parkplacefinancial.ca	
Siebel verification: VERIFIED USING KB0021888 TO START
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: VERIFIED USING KB0021888 
Issue: Called us last week. The advisor is having trouble logging into Workspace. Tried changing the password. not receiving password re-set.

FINDINGS: VERIFIED USING KB0021888 TO START. SHE GAVE 3 ACTIVE CODES FROM SIEBEL ADSL PROFILE.
denise is listed in Siebel but no tpa is seen

SF profile not locked/active and auth is setup. last login shows 10/29/2025 10:36 AM
checked isam, found Twindrem@clext is active and tied to the current email too


https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001dS3CQAU%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000041EsxQAE%26cntc%3D0030A0000041EsxQAE%26id%3D0050A000001dS3CQAU

RESOLUTION: they were trying to reset using MGA but had them try advisor solutions after completing verification with Terry.
he received the password re-set. now having trouble with authenticating as the Microsoft authenticator isn't giving him anything for workspace.
followed KB0020738 but used the phone# in Siebel for the CL profile as no phone# in his adsl profile/CONFIRMED WITH ASSIST DESK JERMIE.
REMOVED AUTH FROM SF, HAD IT PROMPT HIM TO SCAN QR CODE AGAIN.
(705) 772-6586 AND (705) 748-5182 IS SEEN IN THE CL PROFILE IN SIEBEL.
TERRY HAD TO TAKE A CALL/NO LONGER AVAILABLE AND ALSO MAY NEED HELP TO ACCESS HIS AUTHENTICATOR APP AT THAT END
DENISE WILL GET THEIR TECH PERSON TO COME AND HELP TERRY AND THEN CALL US BACK.
WHEN THEY CALL WE NEED TO FOLLOW THIS KB0020738. WE CAN CALL HIM BACK ON HIS CELL AND THEN FOLLOW KB0020738




--------------------------------------***DDS  12/08/2025***--------------------------
Hello Terry and Denise,

Thank you for contacting Workspace Support today regarding assisting advisor Terry Windrem access Workspace. 

As discussed, you’ve attempted the password re-set but no email is received.

Terry, we completed verification, and it was determined you were using the MGA association instead of Advisor Solutions.

You changed the association, reset the password and was able to receive the password reset. You then updated your Workspace password.

We then ran into the issue of authenticating using your Microsoft Authenticator as it was not providing you with the information needed.

As you had to take a call, we couldn’t complete the next steps which is to remove the Authenticator form your profile and have the system prompt you again to authenticate.

Denise noted she will speak to your IT person to get them to come and assist with the app, then call us back. 

When you call back, please reference this Case#24360981in the subject so the next representative can assist with removing the authenticator from your profile and assisting you with setting it up again, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-08T19:53:17.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T18:56:50.000+0000,005OH00000AUS7aYAH,2025-12-08T19:53:17.000+0000,005OH00000AUS7aYAH,2025-12-08T19:53:17.000+0000,(705) 748-5182,(705) 772-6586,terry@parkplacefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPBnbYAG,False,,24362167,003OH00000M95amYAB,001OH00000QumpfYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"#primerica user, SIN number issue",Medium,"*** DDS 23DEC2025 ***
closing case, no response from user

*** DDS 08DEC2025 ***
The user is reporting an issue with entering SIN number, asked for additional details and screenshot, offered call
----------------------------------
email chain:
Hello Calvin,

Thank you for contacting Workspace Support regarding the SIN number issue below. Can you please provide me with some additional details so I can investigate this issue for you? Are you able to send me a screenshot of the issue that you are running into when entering a client’s SIN number? Can you please also provide the app Tracking ID? I am happy to schedule a call with you as well to gather further details.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Calvin Yang <calvinyang@primerica.com> 
Sent: December 8, 2025 7:37 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace Technical Error - Unable to type in full SIN - C24362167

Hello, There is a technical problem with typing in the SIN number on workspace. I am unable to type in the full 9 digit SIN, it won't let me type past 8 digits. Thanks, Calvin You are receiving this message from Calvin Yang on behalf of the
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

There is a technical problem with typing in the SIN number on workspace. I am unable to type in the full 9 digit SIN, it won't let me type past 8 digits. 

Thanks, 

Calvin

You are receiving this message from Calvin Yang on behalf of the Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively ""Primerica""), branch office is located at #302 - 10090 152 Street, Surrey, BC V3R 8X8. I can be reached at 1-866-202-9706 and 587-982-8075 (Cell Number).


This e-mail may be privileged and/or confidential, and the sender does not waive any related rights and obligations. Any distribution, use or copying of this e-mail or the information it contains by other than the intended recipient is strictly prohibited. If you received this e-mail in error, please advise me (by return e-mail or otherwise) immediately. Ce courrier électronique est confidentiel et protégé. L'expéditeur ne renonce pas aux droits et obligations qui s'y rapportent. Toute diffusion, utilisation ou copie de ce message ou des renseignements qu'il contient par une personne autre que le (les) destinataire(s) désigné(s) est interdite. Si vous recevez ce courrier électronique par erreur, veuillez m'en aviser immédiatement, par retour de courrier électronique ou par un autre moyen
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-23T16:49:44.000+0000,False,False,005OH000006wv2TYAQ,2025-12-08T19:12:01.000+0000,005OH000006wv2TYAQ,2025-12-23T16:49:44.000+0000,005OH000006wv2TYAQ,2025-12-23T16:49:44.000+0000,(587)982-8075,,calvinyang@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPC14YAG,False,,24361262,003G0000018f77yIAA,0010A000002wPBHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:00:18.000+0000,False,False,0050A000000Hq5PQAS,2025-12-08T19:00:18.000+0000,0050A000000Hq5PQAS,2025-12-08T19:00:19.000+0000,0050A000000Hq5PQAS,2025-12-08T19:00:19.000+0000,(416)524-4117,(416) 524-4117,virendra@vkgfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPD8CYAW,False,,24364969,003G0000018f6cUIAQ,0010A000002wOZmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue - login error ERR-W1285,Medium,"***DDS Dec.8/2025***
User was getting the ERR-W1285 message when trying to log into Workspace. Authenticated User and did a logmein session & Unlocked and reset the password for the ISAM account associated with his Workspace. Reset the Password to his Workspace account and user was able to log in/log out and log back in successfully.

REF KB: KB0020563/KB0020858   

*****Email*****
Hello Eric,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding the access issue you were having with your Workspace account.

During our call, we were able to reset your Workspace password which granted you access to your Workspace account.
You were then able to log in/log out and log back in successfully with no issues. Moving forward you should have no issues accessing your Workspace.
If you have come across any more issues with this or questions regarding Workspace, feel free to reply to this email and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:48:50.000+0000,False,False,005OH00000BFQFBYA5,2025-12-08T19:50:39.000+0000,005OH00000BFQFBYA5,2025-12-08T20:53:41.000+0000,005OH00000BFQFBYA5,2025-12-08T20:53:41.000+0000,(905)898-3456,(647) 294-2856,eric@holt-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPEDaYAO,False,,24362287,0030A000006lKlBQAU,0010A000007ZRvwQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA MFA Reset,Medium,"***DDS*** 12/08/25
Name:  Amy Mandel                          
Phone: 647-992-4272
Agent code: C9894   
Reference: KB0018388

Hello Amy,

Thank you for contacting the Workspace support group today regarding MFA reset.

To confirm our call for today, we reset you MFA
You were able to setup a new Authenticator (Google Authenticator) on your smart phone.
We confirmed you were able to log in, log out and back in again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T19:35:52.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T19:13:36.000+0000,005OH00000BGeeHYAT,2025-12-08T19:37:00.000+0000,005OH00000BGeeHYAT,2025-12-08T19:37:00.000+0000,(905)660-9740,(647) 992-4242,amy@oraclerms.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPEljYAG,False,,24362758,0030A00000BSXTsQAP,0010A00000C2h41QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace email update,Medium,"*12/8*
----------------

Jesse Tocchet

i have a case number, i have to switch my workspace email. 

24323004

ll39147
f6212
H6205

jesse@mccalmont-financial.com new 
jesse.tocchet@canadalife.com old 
updated the email in Workspace to reflect the one in Siebel 


*email*
----------------
Good afternoon Jesse, 

Thank you for contacting the Workspace Support Team with your email update inquiry. 

You wanted to update your email in Workspace but we needed to authenticate you, so you decided to call in. We were able to update your Workspace email for you and you were able to log in to your Workspace successfully using the new email. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T00:57:15.000+0000,False,False,005OH000008919xYAA,2025-12-08T19:20:05.000+0000,005OH000008919xYAA,2025-12-09T00:57:15.000+0000,005OH000008919xYAA,2025-12-09T00:57:15.000+0000,(647)668-3504,(416) 804-4171,jesse@mccalmont-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPEnjYAG,False,,24361740,003G0000018f7nyIAA,0010A000002wPuQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 8th, 2025 ***
User wanted to finish registration for 2 accounts. Authenticated with rotation 2, set temp passwords for ISAM since it did not work for her, then showed how to update password and finish registration steps for both CL and ADSL account. Sign in successful.
===============
Bonjour Linda,

C’était un plaisir de vous parler aujourd’hui pour vous aider à créer vos deux compte Espace Affaires.

Durant notre appel, je vous ai aidé à mettre à jour vos mots de passe pour vos nom d’utilisateur puis je vous ai aidé à finir de créer votre compte AGA Espace Affaires puis votre compte Solutions Conseillers Espace Affaires. Nous avons connecté les comptes à l’extension Authenticator pour les codes de vérification. Au final vous vous êtes connecté avec succèsé

C’était un plaisir de vous aider aujourd’hui à créer vos comptes. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-08T19:51:37.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-08T19:06:33.000+0000,005OH00000AbJ7aYAF,2025-12-08T19:51:37.000+0000,005OH00000AbJ7aYAF,2025-12-08T19:51:37.000+0000,(418)563-3777,(418) 569-5026,michelturcotte@turcottetrustco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPErsYAG,False,,24361338,0030A0000029Xm1QAE,0010A000002vxINQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:01:09.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T19:01:09.000+0000,005OH000003ds0PYAQ,2025-12-08T19:01:09.000+0000,005OH000003ds0PYAQ,2025-12-08T19:01:09.000+0000,(705)472-9900,,michael.hutchison@raymondjames.ca,(705)472-8200,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPFMUYA4,False,,24360293,0030A0000029iU4QAI,0010A000002w6CcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace unlock/login,Medium,"*** DDS 09DEC2025 ***
Busayo (case 24384951) received a call from the advisor. Was able to confirm Dec 3 as last login (We show Dec 5, Dec 3 second last), authorized Busayo to ask for phone number and address in siebel and proceed with account unlock, closing case.

*** DDS 08DEC2025 ***
Took over escalated caller, user was unable to answer last login (stated Nov 25, however there are successful logins Dec 3 and 5). User got frustrated and hung up. Called the phone number on file which sent me to a FR IVR and a FR receptionist, I asked to speak with the advisor, was transferred to a VM that was not specific so I did not leave a message. Emailed user to schedule call to assist further.

*12/5*
----------------

61758
51641
10048


failed authentication, last known login attemtp guessed was nov 25

*email*
----------------

Hello Chaim,

I am reaching out from Workspace Support regarding the Workspace login issue phone call that I took over this afternoon. I tried to call you back at the number that we have on file and got your VM as I would like to assist you further with your access issue and I have been speaking with management directly about your case. Can you please confirm your availability for a call and the best number I can reach you at?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T15:52:25.000+0000,False,False,005OH000006wv2TYAQ,2025-12-08T18:47:39.000+0000,005OH000008919xYAA,2025-12-09T17:34:13.000+0000,005OH000006wv2TYAQ,2025-12-09T17:34:13.000+0000,(450)973-2333,(514) 487-1248,chaim.goldberg@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPFWCYA4,False,,24361176,0030A000006YfV0QAK,0010A000007Jv1dQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:59:15.000+0000,False,False,0050A000000Hq5PQAS,2025-12-08T18:59:15.000+0000,0050A000000Hq5PQAS,2025-12-08T18:59:16.000+0000,0050A000000Hq5PQAS,2025-12-08T18:59:16.000+0000,(416)475-5926,(416) 475-5926,joe@filicefinancial.com,(416)475-5926,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPFxhYAG,False,,24367225,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:21:28.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:21:28.000+0000,005OH000005URvxYAG,2025-12-08T20:21:28.000+0000,005OH000005URvxYAG,2025-12-08T20:21:28.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPGAVYA4,False,,24360192,0030A0000029p7LQAQ,0010A000002wBe9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"KB0018471 - assisted ASA in registering to workspace. Her password is not working when trying to sign in, however the client is in a hurry and will just call back later.

===============

Hi Laura,

Thank you for contacting the workspace support about registering to workspace.

We have confirmed that you already created your user ID and was able to successfully register to workspace. Please keep in mind that everything will take to load in 24 to 48 hours. I understand that your password is not accepted when you’re trying to sign in however it seems like you are in a hurry and decided to call back later. Please try to select forgot password for you to have an opportunity to reset it. If you need further assistance, don’t hesitate to call us back and will be happy to help.

Appreciate your time in calling us today. Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   

=======================",True,2025-12-08T18:57:56.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T18:46:37.000+0000,005OH00000BFPZHYA5,2025-12-08T19:13:56.000+0000,005OH00000BFPZHYA5,2025-12-08T19:13:56.000+0000,(613)843-1872,,stephen.leighton@edwardjones.com,(877)335-9150,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPGaHYAW,False,,24359711,0030A0000029VkkQAE,0010A000002vvceQAA,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-08T18:40:31.000+0000,0050A000001o2WeQAI,2025-12-08T18:40:31.000+0000,0050A000001o2WeQAI,2025-12-08T18:40:31.000+0000,(902)853-6020,,sharon.gallant@cufm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPH8EYAW,False,,24366051,0030A00000CA8MbQAL,0010A00000CkXWrQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:05:17.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T20:05:17.000+0000,005OH000004Ir1xYAC,2025-12-08T20:05:17.000+0000,005OH000004Ir1xYAC,2025-12-08T20:05:17.000+0000,(403)998-0908,,taxipo321@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPHQGYA4,False,,24362792,0030A0000029falQAA,0010A000002w3jmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:20:35.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T19:20:35.000+0000,005OH00000BfonJYAR,2025-12-08T19:20:35.000+0000,005OH00000BfonJYAR,2025-12-08T19:20:35.000+0000,(250)727-7197,(250) 896-1110,mattcuttiford@gmail.com,(250)727-6927,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPHpiYAG,False,,24361114,003G0000018f6lgIAA,0010A000002wOnQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T18:58:30.000+0000,False,False,0055o000001h4cFAAQ,2025-12-08T18:58:30.000+0000,0055o000001h4cFAAQ,2025-12-08T18:58:31.000+0000,0055o000001h4cFAAQ,2025-12-08T18:58:31.000+0000,(204)999-9574,(204) 218-9475,janet@trinitypark.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPIaZYAW,False,,24369728,003OH00000IL8LCYA1,001OH00000MWbPlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:56:22.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:56:22.000+0000,005OH000005URvxYAG,2025-12-08T20:56:22.000+0000,005OH000005URvxYAG,2025-12-08T20:56:22.000+0000,(780)618-6329,,tom.plocica@ts-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPIfLYAW,False,,24360678,0030A0000029bk8QAA,0010A000002w0bOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User requesting assistance for signing into Workspace and setting up the MFA. 
KB0022825 - Set up MFA 

Code: A2581
Email: scottmacnab@compuservicemtl.com 

*******************************************************
Good afternoon, Alan

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!
 
I'm glad I was able to assist you with setting up the MFA and signing into your Workspace account. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T19:10:16.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T18:52:54.000+0000,005OH00000BG5v4YAD,2025-12-08T19:10:16.000+0000,005OH00000BG5v4YAD,2025-12-08T19:10:16.000+0000,(514)739-2242,,scottmacnab@compuservicemtl.com,(514)739-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPJ0eYAG,False,,24363618,0030A0000029lHIQAY,0010A000002w8SVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace access and MFA set up,Medium,"****** DDS**** 12/08/2025
User was having issues accessing their account after completing registration and setting up MFA. DDS did a logmein session with user and walked them the set up. 


*****email chain*****

Hello Hayley, 

       It was a pleasure assisting you today, setting up your MFA and getting you access into your workspace. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T19:46:17.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T19:32:16.000+0000,005OH00000BFQFHYA5,2025-12-08T19:46:17.000+0000,005OH00000BFQFHYA5,2025-12-08T19:46:17.000+0000,(416)454-5142,4164519914,hayley@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPJWaYAO,False,,24361285,0030A0000029ZB4QAM,0010A000002vyVQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conquest Error- Access Forbidden,Medium,"*****DDS**** 12/08/2025

Caller: Dina Isabelle (admin) 

Advisor giving access: Pedro Maia, F5276, F5474, F5666, F6468, F7356, F7357, W5715, W5719
19048

Advisor having issues: John Armstrong:W5714, 
 14754
Issue: access denied to plan owner, when trying to launch conquest for clients in workspace
John Smyth, Wendy Smyth are the clients they are trying to launch conquest for. 

User searches for clients, one's up their profile and clicks launch plan and error message appears. 

Email address:  john@maiaandassociates.ca
SF ID: 0030A0000028xaEQAQ

KB0015653

*****EMAIL CHAIN****

Hello John, 

    It was a pleasure assisting you today, your conquest access issue has now been escalated to 2nd level. Please allow 2-3 business days for investigation.  If you have any questions, please don’t hesitate to reach out. Have a good day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T19:30:15.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T19:00:30.000+0000,005OH00000BFQFHYA5,2025-12-08T19:30:15.000+0000,005OH00000BFQFHYA5,2025-12-08T19:30:15.000+0000,(587)352-0545,(587) 352-0545 preferred,john@armstrongwealth.ca,(403)228-0231,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPJWgYAO,False,,24367103,0030A0000029WFzQAM,0010A000002vw2uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reconnect Authenticator,Medium,"•	Reason for call: Disconnect and reconnect authenticator
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Disconnect via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
=============================
Bonjour Yannick, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à reconnecter votre application d'authentification.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:28:29.000+0000,False,False,005OH00000BFQFGYA5,2025-12-08T20:19:39.000+0000,005OH00000BFQFGYA5,2025-12-08T20:29:29.000+0000,005OH00000BFQFGYA5,2025-12-08T20:29:29.000+0000,(450)800-2275,514-296-0508,yannick.aumais@bma.finance,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPKVsYAO,False,,24362034,003G000001IkUyXIAV,0010A000002wSBWQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Policy visibility issue - Policy 60898476T - ERROR P051,Medium,"Authenticated? Yes.
-Full name: Yes
-2AAC: Ok (1)
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): F6980 / LL97098
-Caller's email address: diane@blcsf.ca
Salesforce ID:0030A000002pkIHQAY
First Name: DIANE
Last Name: ROCH
DOB:05AUG1958
Policy Address: https://lifeco.lightning.force.com/lightning/r/Account/001OH00000fTVSGYA4/view
Policy Number(s): 60898476T
Client name: JACQUES PROVENCHER
Contract Type (of the affected product/asset: Insurance Term 
Screenshot of error message (provided)
ADSL only - Alias/FedID: LL97098
-KB0020732

Call details: Caller is encountering the error P051, while trying to get products details for the policy 60898476T.
Issue escalated (Called Assist J B.)



-------------------------------------------EMAIL----------------------------------------
Bonjour Diane,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires.

Actuellement, votre demande a été escaladée auprès de notre laboratoire technique pour une analyse approfondie.

Nous vous tiendrons informé dès que nous aurons reçu un retour de leur part.

Je vous remercie pour votre patience et votre collaboration.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Cordialement, 
  
Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000AbCcLYAV,2025-12-08T19:10:21.000+0000,005OH00000AbCcLYAV,2025-12-08T20:01:12.000+0000,005OH00000AbCcLYAV,2025-12-08T20:01:12.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPKfbYAG,False,,24368992,0030A0000029e0OQAQ,0010A000002w2Q9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0016714 - Assisted advisor in resetting the MFA successfully
====================

Hi Anita,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace. Specific to your new assistant, a TPA request and an activation code need to be sent by your MGA to the distribution_methodology@canadalife.com for her to register to workspace and also for her to have an access to your client details as a delegate.

We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T21:26:02.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T20:45:36.000+0000,005OH00000BFPZHYA5,2025-12-08T23:41:38.000+0000,005OH00000BFPZHYA5,2025-12-08T23:41:38.000+0000,(778)998-8324,,anita@dalakotifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPKz5YAG,False,,24362869,0030A0000029falQAA,0010A000002w3jmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:21:44.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T19:21:44.000+0000,005OH00000BfonJYAR,2025-12-08T19:21:44.000+0000,005OH00000BfonJYAR,2025-12-08T19:21:44.000+0000,(250)727-7197,(250) 896-1110,mattcuttiford@gmail.com,(250)727-6927,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPLOjYAO,False,,24363072,003OH00000X3GdCYAV,001OH00000ex65cYAA,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-08T19:24:27.000+0000,0050A000001o2WeQAI,2025-12-08T19:24:28.000+0000,0050A000001o2WeQAI,2025-12-08T19:24:28.000+0000,(902)574-8607,,simon@cgordoncapital.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPMOWYA4,False,,24366487,0030A0000029Yx7QAE,0010A000002vyIvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:10:57.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T20:10:57.000+0000,005OH00000BfonJYAR,2025-12-08T20:10:58.000+0000,005OH00000BfonJYAR,2025-12-08T20:10:58.000+0000,(250)287-2310,,darleneg@garatfinancial.com,(250)286-8840,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPMREYA4,False,,24366163,003G0000018f6qqIAA,0010A000002wOsaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support-Reset password and new phone,Medium,"user received err-W1285 on logging in.
Authenticated user and reset password.
KB0020738
KB0017399
email=====================================================================

Hello Scott,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you with your account unlock and password reset.

On our call today we were able to reset your Repnet password, Reset your Workspace account password and connect your authenticated app on your new device.

You were able to access your account succesfully.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-12-08T20:35:50.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-08T20:06:53.000+0000,005OH00000AZ3ZxYAL,2025-12-08T20:35:50.000+0000,005OH00000AZ3ZxYAL,2025-12-08T20:35:50.000+0000,(613)283-2011,(613) 227-2010,scott@achesonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPMkXYAW,False,,24361020,003OH00000N62l4YAB,001OH00000S1RUKYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Registration,Medium,"***DDS*** 12/08/25
Name: SVETOSLAV ZAMFIROV                  
Phone: 
Agent code: H4450
Reference: KB0017316

The customer, an advisor, is trying to help one of their support staff, Venefiro Zamfirov, set up Canada Life Access. The customer explains that Venefiro has followed the instructions but is unable to proceed past the step where it asks for an advisor code, as Venefiro does not have his own code and is only using the customer's code. The agent investigates and finds that Venefiro does have an active code (H 4450) that is linked to the customer's account. The agent advises the customer to have Venefiro try using that code, but also suggests that Venefiro contact the distribution methodology team to understand why he has a code when he is only licensed as an assistant. The customer agrees to follow up with the distribution methodology team.",True,2025-12-08T19:09:01.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T18:57:22.000+0000,005OH00000BGeeHYAT,2025-12-08T19:09:01.000+0000,005OH00000BGeeHYAT,2025-12-08T19:09:01.000+0000,(604)308-5474,,sven.zamfirov@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPMkZYAW,False,,24362124,003OH000007GqjSYAS,001OH000008yJ1bYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:11:28.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T19:11:28.000+0000,005OH000003ds0PYAQ,2025-12-08T19:11:29.000+0000,005OH000003ds0PYAQ,2025-12-08T19:11:29.000+0000,(613)264-0660,613-301-6635,kellydejong@crownintegrityinsurancewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPNvCYAW,False,,24364422,003OH000008MOdRYAW,001OH00000AAOTDYA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"CL Advisor Lili Wang (E9633) asking for help registering for WS; authenticated user; confirmed UserID in ISAM; completed password registration through logmein session; user had to end call before we could complete confirmation email - MFA set up; sent f/u email to user offering support whenever next available

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 1:10 PM
To: zzwwll2013@gmail.com
Subject: Workspace Registration - SF Case #24364422

Hi Lili, 

Thank you so much for reaching out to Workspace Support! We’re happy we were able to begin completing your registration for Workspace.

Together, we were able to confirm your UserID (LILIWANG) and set up your new password (special character - #). 

Unfortunately, you had to leave the call before we could complete the steps listed in your Confirmation Email. As discussed, please feel free to call us back whenever you are next available and we would be happy to help you complete your Workspace registration and set up your Multi-Factor Authentication. 

The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Thanks and have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:10:27.000+0000,False,False,005OH00000BFQFDYA5,2025-12-08T19:42:59.000+0000,005OH00000BFQFDYA5,2025-12-08T20:48:49.000+0000,005OH00000BFQFDYA5,2025-12-08T20:48:49.000+0000,(905)484-6492,,zzwwll2013@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPOWOYA4,False,,24364649,003OH00000YPMt5YAH,001OH00000hRtvxYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration- Err- W1510 - INC1931132,Medium,"*** DD S08DEC2025 ***

DAS applied fix, asked user to try again

*** DD S08DEC2025 ***
INC1931132 submitted to DAS, over 48hrs since user id created
*****DDS**** 12/08/2025
Advisor: Helen Yan Ma
Advisor code: H8392
Email: helen.ma@rbc.com
SF ID: 003OH00000YQdiNYAT
User issue: Error w1510 during registration after putting in password and user id. cleared cookies and cache and verified user completed repnet registration over 2 days ago. 

ref: KB0020538


*****email chain****

Hello Helen,

We have heard back from our Digital Hub team, they have applied a fix, and you should now be able to move forward with your account registration. Please let me know if you have any questions, and if you run into any further issues, please give us a call at the number below so we can assist further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Helen,

Thank you for contacting Workspace Support today regarding the ERR-W1510 error you were getting when completing your Workspace account registration. As we discussed, I have escalated the issue to our Digital Hub team for correction, and I will follow up with you as soon as I hear back that the correction has been made to let you know you can complete your account registration. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Helen, 

     It was a pleasure assisting you today, your err w1510 issue has now been escalated to 2nd level. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: CL Workspace Support 
Sent: December 8, 2025 3:04 PM
To: 'helen.ma@rbc.com' <helen.ma@rbc.com>
Subject: MGA workspace registration setps- 24364649

Hello Yan, 

Below are the steps for registration: 
Next step would be to wait 24-48 hours before initiating registration for workspace. Below are the instructions for workspace registration. 

     You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password: 
 
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   If needed.
 
 
 
 
•	 
1.	Click on Next to navigate to the next page 

o	Read and accept the Terms of use
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
1.	Verify the email by clicking Verify Now 

o	Your account will be activated once the email is verified
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/.

You will also be prompted to set up MFA. Please if you have any questions, please don’t hesitate to reach out. Have a good day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T13:17:37.000+0000,False,False,005OH000006wv2TYAQ,2025-12-08T19:46:28.000+0000,005OH00000BFQFHYA5,2025-12-09T13:17:37.000+0000,005OH000006wv2TYAQ,2025-12-09T13:17:37.000+0000,(416)733-0030,,helen.ma@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPOd1YAG,False,,24363179,0030A0000029cLzQAI,0010A000002w17XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:25:44.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T19:25:44.000+0000,005OH00000BfonJYAR,2025-12-08T19:25:45.000+0000,005OH00000BfonJYAR,2025-12-08T19:25:45.000+0000,(250)818-2616,(778) 679-2070,dale@prosperity-planning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPOhZYAW,False,,24363527,0030A0000029abdQAA,0010A000002vzi8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:30:48.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T19:30:48.000+0000,005OH00000BfonJYAR,2025-12-08T19:30:48.000+0000,005OH00000BfonJYAR,2025-12-08T19:30:48.000+0000,(250)382-2366,(250) 516-5306,cory@clkfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPOkmYAG,False,,24362666,0035o000004POpFAAW,0015o000004yXxzAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:18:51.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T19:18:51.000+0000,005OH000003ds0PYAQ,2025-12-08T19:18:52.000+0000,005OH000003ds0PYAQ,2025-12-08T19:18:52.000+0000,(519)878-5632,,eric@oninsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPOmiYAG,False,,24366737,0030A00000C13kfQAB,0010A00000CbKNjQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:14:18.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:14:18.000+0000,005OH000005URvxYAG,2025-12-08T20:14:18.000+0000,005OH000005URvxYAG,2025-12-08T20:14:18.000+0000,(780)904-8205,,ronbuchaski@gmail.com,(780)387-4929,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPPP7YAO,False,,24363225,0030A0000029cLzQAI,0010A000002w17XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:26:22.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T19:26:22.000+0000,005OH00000BfonJYAR,2025-12-08T19:26:23.000+0000,005OH00000BfonJYAR,2025-12-08T19:26:23.000+0000,(250)818-2616,(778) 679-2070,dale@prosperity-planning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPRSZYA4,False,,24367842,0030A0000029nCBQAY,0010A000002wA5YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:29:22.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T20:29:22.000+0000,005OH000004Ir1xYAC,2025-12-08T20:29:22.000+0000,005OH000004Ir1xYAC,2025-12-08T20:29:23.000+0000,(403)537-5853,,davidudy@wealthco.ca,(403)252-3020,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPRucYAG,False,,24366270,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:08:05.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:08:05.000+0000,005OH000005URvxYAG,2025-12-08T20:08:06.000+0000,005OH000005URvxYAG,2025-12-08T20:08:06.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPRx7YAG,False,,24362072,0035o000004tRqZAAU,0015o000005SBfUAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/08/25 

Authenticated user as per KB0021888, assisted user to complete registration process and link Microsoft MFA to their account

============================================================================================= 
 
****Email Chain****

Bonjour Karolanne,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès sur Espace Affaires.

Je suis heureuse d’avoir pu vous aider à compléter les étapes d’inscription et lier votre authentificateur Microsoft avec votre compte. Vous avez pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T19:34:50.000+0000,False,False,005OH0000097FtCYAU,2025-12-08T19:10:52.000+0000,005OH0000097FtCYAU,2025-12-08T19:37:29.000+0000,005OH0000097FtCYAU,2025-12-08T19:37:29.000+0000,(450)525-5513,,karolanne.boilard@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPS0SYAW,False,,24365962,0030A0000029jw6QAA,0010A000002w7M4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to login to Workspace,Medium,"***DDS SL Dec 8 2025***

Caller was unable to access their WS profile, getting odd request for 6 digit code 
appears to have been caused by incorrect email usage and combined with new CIAM site 

===Email Chain===

Good afternoon Danny, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today regarding the error you were facing when trying to access Workspace.  

We are very glad to have been able to assist you regain access to your Workspace profile.
If you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a wonderful day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:39:44.000+0000,False,False,005OH000001yNnaYAE,2025-12-08T20:03:55.000+0000,005OH000001yNnaYAE,2025-12-08T20:39:44.000+0000,005OH000001yNnaYAE,2025-12-08T20:39:44.000+0000,(514)737-9252X331,(514) 924-6648,dcohen@dcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPSlJYAW,False,,24368934,003G0000018f6cUIAQ,0010A000002wOZmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Caller Name: ERIC HOLT 
Advisor or support staff: Advisor 
Advisor Code: F0553
Advisor Name: eric@holt-financial.ca	
Phone: 1877-898-3456
Email: eric@holt-financial.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: ERR-W1281 Just hung up with another rep Solomon and he was able to access now getting this error.

FINDINGS: ERR-W1281 - KB0020560 
SF profile not locked.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001dFP0QAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028woEQAQ%26cntc%3D0030A0000028woEQAQ%26id%3D0050A000001dFP0QAM

RESOLUTION: VERIFIED AS PER KB0021888. 
he's not locked out. he's on the correct website. 
did log me in session. found the email address he had was incorrect, we correct this now but he still couldn't login. had him re-set the password. 6 digit code is sent to his email but hasn't been received as yet. 
determined he had an internet outage which might be affecting his emails as well now as he's also surprise he didn't receive any new emails in almost 1hr now. 
HE WILL TRY AGAIN TOMORROW. 
he will check the 6 digit code when received and or try to re-set the password again once the emails are working again.


--------------------------------------***DDS  12/08/2025***--------------------------
Hello Eric,

Thanks for contacting Workspace support today with not being able access Workspace again. You’re receiving ERR-W1281.

We completed the verification, checked your profile, and found you were not locked out.

We initiated a LogMeIn session to better assist you. We determined the email address entered was invalid, you had one too many letters.

You corrected this and was able to sign in, we tested by having you sign out/in again to be sure with success. We corrected the email and had you sign in again and however the password didn’t work.

I had you re-set the password, the 6-digit code was sent to your email however the email wasn’t received even after some time. We tried to re-send the code without luck even after checking the spam and junk folder.

It was then determined you were having an outage where the internet went down/ possibly affecting emails as you hadn’t received any new emails in almost 1hr.

As discussed, you will wait until that outage is resolved and try to enter the code when received and or if its timed out by then you will have to click on the forgot password again and enter the code once its emailed to you.

I also advised to try the password as you know it once more tomorrow

If you still have issues once received the code to re-set your password, do contact us so we can better assist, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-08T20:56:00.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T20:44:31.000+0000,005OH00000AUS7aYAH,2025-12-08T21:55:41.000+0000,005OH00000AUS7aYAH,2025-12-08T21:55:41.000+0000,(905)898-3456,(647) 294-2856,eric@holt-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPTJ2YAO,False,,24366881,0030A0000029oDTQAY,0010A000002wAuWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Staff wants to reset advisor's password.
*****************

Hi Sophia    , thank you for contacting the workspace support today.
To recap our call, your support staff wanted assistance to log into your workspace account however I am unable to do so. We’re here to make supporting advisors as smooth as possible, while keeping their account secure. Since resetting your password unlock full access to Workspace, we need to confirm the request is authorized by the account holder/advisor. Please have your assistant signed up for Third party access I will provide a form.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:45:28.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T20:16:18.000+0000,005OH00000BFQFCYA5,2025-12-08T20:45:28.000+0000,005OH00000BFQFCYA5,2025-12-08T20:45:28.000+0000,(604)818-9678,(604) 818-9678,shiyun@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPTJ4YAO,False,,24367983,003G0000018f76rIAA,0010A000002wPABQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain***2025-12-08
Hello Michael,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. Please note that both advisor codes are on the one Excel sheet and columns can be filtered using the dropdown button next to the column name.
 
As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello Michael,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
586GZY3Y

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:31:07.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T20:31:07.000+0000,005OH00000AX0rVYAT,2025-12-08T20:31:07.000+0000,005OH00000AX0rVYAT,2025-12-08T20:31:07.000+0000,(306)270-6284,(306) 270-6284,michael.dick@wealthinfocus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPV9pYAG,False,,24363348,0030A0000029W7NQAU,0010A000002vvxHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"*** DDS 09DEC2025 *** app 60925564-1 deleted Dec 8 4:46pm.

Support staff needs assistance but does not have TPA access
**************
Hi Rosy , thank you for contacting the workspace support today.

To recap our call, your assistant Gary did reach out to confirm an issue with an application. I could not discuss any client information with him due to him not having Third party access. In order for Gary’s access, I will provide a form that will need to be sent to distribution_methodology@canadalife.com. 


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T19:51:41.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T19:28:11.000+0000,005OH00000BFQFCYA5,2025-12-09T13:35:49.000+0000,005OH000006wv2TYAQ,2025-12-09T13:35:49.000+0000,(604)897-2129,,rosymultaniinsurances@gmail.com,(604)684-9286,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPVO6YAO,False,,24368800,003OH00000D6I4SYAV,001OH00000FzFeGYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:42:30.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T20:42:30.000+0000,005OH000004Ir1xYAC,2025-12-08T20:42:30.000+0000,005OH000004Ir1xYAC,2025-12-08T20:42:30.000+0000,(587)387-2710,403-923-7046,alam27m@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPWVjYAO,False,,24363365,0030A000003Ga2VQAS,0010A0000042vwTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:28:22.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T19:28:22.000+0000,005OH00000BfonJYAR,2025-12-08T19:28:23.000+0000,005OH00000BfonJYAR,2025-12-08T19:28:23.000+0000,(250)818-2616,(250) 858-1259,courtney@prosperity-planning.com,(250)590-5721,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPWjyYAG,False,,24366852,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:15:52.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:15:52.000+0000,005OH000005URvxYAG,2025-12-08T20:15:52.000+0000,005OH000005URvxYAG,2025-12-08T20:15:52.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPWlbYAG,False,,24370673,0030A0000029knfQAA,0010A000002w83dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustration Signature,Medium,"*****DDS***** 12/08/2025
User calling to see if there was a way for them to sign the illustration on their, advised it was not an option and referred to them RSA per assist

ref:: KB0021389



*****email chain*****

Hello Viet, 

     It was a pleasure assisting you today, as mentioned the option to add a signature to an illustration is not currently available. You can try reaching out to your RSA Sylvie Tremblay at sylvie.tremblay@canadavie.com or 514-878-6127, to see what options are available interms of adding a signature. I will also ensure to relay all your suggestions and feedback to leadership. The highlighted “updates-MGA & National Accounts” link also shows what future updates are coming to MGA workspace. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T21:42:11.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T21:11:14.000+0000,005OH00000BFQFHYA5,2025-12-08T21:42:11.000+0000,005OH00000BFQFHYA5,2025-12-13T02:03:03.000+0000,(514)731-6614,(514) 299-0015,vh9tran@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPWvDYAW,False,,24363265,003OH00000M9AS6YAN,001OH00000QuyVeYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Not allowed
-Advisor code(s): P6329
-Advisor email address: jd_souza@primerica.com

Call details: Caller received a registration email, and thought that they still need to register on WS.
>>>Caller have an active WS account, we provide them with the link to access WS and reset their password, they logged in successfully but as they needed to join a seminar they couldn't set up their MFA. Provided the MFA self set up PDF files and advised to call back if they face any issue.


---------------------EMAIL---------------------------------------
Hi Joseph,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access issue.

I'm glad that the issue is resolved and you logged in into your Workspace account successfully after resetting your WS password.

As discussed, you will need to link your account to an authenticator (MFA), but since you had to join a seminar, we couldn’t assist with that during the call.

Please refer to the attached files to set up your authenticator based on your preference.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:37:21.000+0000,False,False,005OH00000AbCcLYAV,2025-12-08T19:26:57.000+0000,005OH00000AbCcLYAV,2025-12-08T20:37:21.000+0000,005OH00000AbCcLYAV,2025-12-08T20:37:21.000+0000,(604)460-9488,,jd_souza@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPX9qYAG,False,,24366592,0030A000002NzHxQAK,0010A000003AVbRQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:12:20.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T20:12:20.000+0000,005OH00000BfonJYAR,2025-12-08T20:12:20.000+0000,005OH00000BfonJYAR,2025-12-08T20:12:20.000+0000,(250)287-2310,,devon@garatfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPXMeYAO,False,,24367131,0030A0000029WR5QAM,0010A000002vwANQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:20:02.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T20:20:02.000+0000,005OH00000BfonJYAR,2025-12-08T20:20:03.000+0000,005OH00000BfonJYAR,2025-12-08T20:20:03.000+0000,(250)886-8982,(250) 886-8982,insurance@melissahuston.com,(844)492-6435,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPY0yYAG,False,,24365178,0030A0000029ahgQAA,0010A000002vzmeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Workspace,Medium,"Caller Name: EUGENE OLENICK
Advisor or support staff: Advisor 
Advisor Code: A3246 MGA
Advisor Name: EUGENE OLENICK	
Phone: 
Email: olenickr@telus.net		
Siebel verification: completed
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: completed
Issue: Can't recall the workspace site how to access.

FINDINGS:
He didn't want to do a logmein session. Guided him to self serve.
 gave him the correct site, he was now able to access. now getting ERR-W1285
SF profile not locked. 

RESOLUTION: 
ERR-W1285 KB0020563 and then KB0020858 
Did TIMTAM, 1+6KKW+10 FOUND, 6031702@clext which he also confirmed-- is locked olenickr@telus.net
reset the password in ISAM to unlock the ID
gave him the temporary password, Canada@2025
had him go to the repnet site to update the password. 
he was able to sign into Workspace/authenticated. had him sign out/in again to test.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001mRqlAAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H9h8AAC%26cntc%3D0035o000004H9h8AAC%26id%3D0055o000001mRqlAAE

--------------------------------------***DDS  12/08/2025***--------------------------
Hello Eugene,

Thank you for contacting Workspace Support today regarding not being able to sign into Workspace. 

It was determined you were seeing ERR-W1285 which indicated your User ID was locked.

It was a pleasure speaking to you and helping you regain access.

To recap, during our call, we completed verification unlocked the profile and re-set the password for your User ID 6031702@clext. You then created your own unique password.

We then had you sign into Workspace and authenticated successfully. I also had you sign out and in again to test with success.

Also as discussed, the phone# for Client Services is 1-888-252-1847 and I was able to transfer your call to them directly. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T20:21:13.000+0000,False,False,005OH00000AUS7aYAH,2025-12-08T19:53:43.000+0000,005OH00000AUS7aYAH,2025-12-08T20:26:48.000+0000,005OH00000AUS7aYAH,2025-12-08T20:26:48.000+0000,(403)254-5675,,olenickr@telus.net,(403)254-1873,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPYYpYAO,False,,24365963,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:03:55.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:03:55.000+0000,005OH000005URvxYAG,2025-12-08T20:03:56.000+0000,005OH000005URvxYAG,2025-12-08T20:03:56.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPZGQYA4,False,,24366638,0030A0000029i6zQAA,0010A000002w5saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:12:57.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T20:12:57.000+0000,005OH000004Ir1xYAC,2025-12-08T20:12:58.000+0000,005OH000004Ir1xYAC,2025-12-08T20:12:58.000+0000,(403)698-3983,(403) 271-1905,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPZHzYAO,False,,24365139,0030A0000029jw6QAA,0010A000002w7M4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,Advisor updated their password today and they're having issues signing on again this issue has been escalated to a manager.,True,2025-12-08T20:16:00.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T19:53:08.000+0000,005OH00000BFQFCYA5,2025-12-08T20:16:00.000+0000,005OH00000BFQFCYA5,2025-12-08T20:16:00.000+0000,(514)737-9252X331,(514) 924-6648,dcohen@dcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPZeaYAG,False,,24366284,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:08:14.000+0000,False,False,0050A000000WjqvQAC,2025-12-08T20:08:14.000+0000,0050A000000WjqvQAC,2025-12-08T20:08:14.000+0000,0050A000000WjqvQAC,2025-12-08T20:08:14.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPZzVYAW,False,,24363757,0030A0000029VBUQA2,0010A000002vvB1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T19:34:04.000+0000,False,False,005OH00000865wTYAQ,2025-12-08T19:34:04.000+0000,005OH00000865wTYAQ,2025-12-08T19:34:04.000+0000,005OH00000865wTYAQ,2025-12-08T19:34:04.000+0000,(403)607-0111,,johnseto1@hotmail.com,(403)274-7784,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPaPMYA0,False,,24366890,0030A0000029pW3QAI,0010A000002wBx8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:16:24.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T20:16:24.000+0000,005OH000004Ir1xYAC,2025-12-08T20:16:24.000+0000,005OH000004Ir1xYAC,2025-12-08T20:16:24.000+0000,(403)618-5144,,hoodgail532@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPafZYAS,False,,24371604,0030A0000029jViQAI,0010A000002w71hQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0016714 - assisted advisor in resetting her MFA
===================

Hi Xun,

Thank you for contacting the workspace support about resetting your multi-factor authenticator app/MFA

We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace. Please keep in mind that the code will be accessible through the google authenticator app that you have downloaded.

We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T21:43:05.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T21:27:08.000+0000,005OH00000BFPZHYA5,2025-12-08T23:32:35.000+0000,005OH00000BFPZHYA5,2025-12-08T23:32:35.000+0000,(905)479-5806,(416) 358-5323,xyang18@rogers.com,(905)479-2943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPah4YAC,False,,24363911,0030A0000029W7NQAU,0010A000002vvxHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Assist line call,Medium,MGA MA not in system. Advised to send the advisor a TPA form and refer to DM if form already submitted as MA isn't setup yet.,True,2025-12-08T19:45:04.000+0000,False,False,0050A000000qsPeQAI,2025-12-08T19:36:20.000+0000,0050A000000qsPeQAI,2025-12-08T19:45:04.000+0000,0050A000000qsPeQAI,2025-12-08T19:45:04.000+0000,(604)897-2129,,rosymultaniinsurances@gmail.com,(604)684-9286,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPbDOYA0,False,,24368137,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:33:17.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T20:33:17.000+0000,005OH000003ds0PYAQ,2025-12-08T20:33:17.000+0000,005OH000003ds0PYAQ,2025-12-08T20:33:17.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPcXcYAK,False,,24366466,003G0000018f716IAA,0010A000002wP4RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration Error,Medium,"KB0023420- User receiving error message, reset user ID (self guided through repnet1.canada.com- did not work) 
KB0020858- Authenticated - rotation 2 - reset password and temporary one

Email: christinehelmer@mwfg.ca 
Code: LL75285
Code: W5788
Code: C5926

************************************************************
Good afternoon, Christine

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
I'm glad I was able to assist you with resetting your password for your User ID (Product Illustration) and changing the temporary one I provided over the phone so you can successfully sign into Product Illustration.
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:40:34.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T20:10:43.000+0000,005OH00000BG5v4YAD,2025-12-08T20:40:34.000+0000,005OH00000BG5v4YAD,2025-12-13T02:03:03.000+0000,(613)224-8452,(613) 889-8452,kirkwrinn@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPckUYAS,False,,24365994,0035o000007WVH1AAO,0015o000008CzyrAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:04:20.000+0000,False,False,0050A000000Hq5PQAS,2025-12-08T20:04:20.000+0000,0050A000000Hq5PQAS,2025-12-08T20:04:20.000+0000,0050A000000Hq5PQAS,2025-12-08T20:04:20.000+0000,(905)222-2444,,sarah@smith-rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPdVGYA0,False,,24364986,0030A0000029pHRQAY,0010A000002wBlpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Change E-Mail address on Workspace.,Medium,"***DDS*** 12/08/25
Name:  sue cheung                         
Phone: 604-716-2840
Agent code:  95296
Reference: KB0023058
Hi Sue,

Thank you for contacting the Workspace support group regarding updating your email address on Workspace today.

I would like to re-cap our call.

We went throug verification.
We changed the email address to sue.cheung@igpwm.ca
You has to reset your password
Tried sending a test email, Sue is able to get my test email so we know the email is correct and working.
Had Sue try a different web browser.
Had Sue Try again and this time it worked.
You were able to log into Workspace using your new email address.
Tried loging out and back in again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:24:03.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T19:50:54.000+0000,005OH00000BGeeHYAT,2025-12-08T20:24:04.000+0000,005OH00000BGeeHYAT,2025-12-08T20:24:04.000+0000,(604)431-0117,,sue.cheung@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPeOAYA0,False,,24366701,0030A0000029WymQAE,0010A000002vwdfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:13:54.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T20:13:54.000+0000,005OH00000BfonJYAR,2025-12-08T20:13:54.000+0000,005OH00000BfonJYAR,2025-12-08T20:13:54.000+0000,(250)585-8696,,dreid@ubwealthy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPecgYAC,False,,24367614,003OH00000IL0vfYAD,001OH00000MWbPiYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration and err W1510,Medium,"*****DDS**** 12/08/2025

Case number: 24367614
Advisor: Scott Brain
Advisor code: H2550
Email: scott.brain@ig.ca
SF ID: 003OH00000IMFHXYA5
User issue: Error w1510 during registration after putting in password and user id. cleared cookies and cache and verified user completed repnet registration over 2 days ago. 

ref: KB0020538




*******EMAIL CHAIN****

Hello Scott, 

    It was a pleasure assisting you today, your err w1510 issue has now been escalated to 2nd level. If you have any questions, please don’t hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:37:56.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T20:26:20.000+0000,005OH00000BFQFHYA5,2025-12-08T20:37:57.000+0000,005OH00000BFQFHYA5,2025-12-08T20:37:57.000+0000,(705)719-6773,,scott.brain@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPgPyYAK,False,,24370672,0030A0000029fJgQAI,0010A000002w3XcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:11:14.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T21:11:14.000+0000,005OH000003ds0PYAQ,2025-12-08T21:11:14.000+0000,005OH000003ds0PYAQ,2025-12-08T21:11:14.000+0000,(905)903-7419,,cfaretirewell@gmail.com,(905)425-1790,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPhDyYAK,False,,24368528,003G0000018f6TbIAI,0010A000002wOQKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New application issue: SP Redwood error,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Advisor code(s): F6451
-Application number: 60925636-2
-KBA: KB0022199

Call details: Caller is encountering the error: ''Oops, something went wrong - Error code: Redwood''
The advisor code is licensed for Life insurance, the application is for a PAR life policy of 30k$, caller couldn't confirm the following: if they selected Yes on the field Will any of the existing or applied for coverage be replaced by this policy? as in the KBA and refused to answer any related questions or suggestion of escalation.",True,2025-12-08T22:52:44.000+0000,False,False,005OH00000AbCcLYAV,2025-12-08T20:38:49.000+0000,005OH00000AbCcLYAV,2025-12-08T22:52:45.000+0000,005OH00000AbCcLYAV,2025-12-08T22:52:45.000+0000,(647)945-9059,,myron@millenniumwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPi58YAC,False,,24366044,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reporting Problem IC,Medium,Issue resolved and figured out. He emailed in as well and closing that email too.,True,2025-12-08T20:05:06.000+0000,False,False,005OH0000088z1hYAA,2025-12-08T20:05:06.000+0000,005OH0000088z1hYAA,2025-12-08T20:07:52.000+0000,005OH0000088z1hYAA,2025-12-13T02:02:27.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPiBZYA0,False,,24365601,0030A00000BgA3WQAV,0010A00000CGKmgQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misrouted call,Medium,Advisor was trying to call the benefit side but unfortunately missed to dial the correct number and reach us. Provided the number to call the benefit side.,True,2025-12-08T23:48:17.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T19:59:17.000+0000,005OH00000BFPZHYA5,2025-12-08T23:48:17.000+0000,005OH00000BFPZHYA5,2025-12-13T02:01:35.000+0000,(438)934-0934,,richard.gauthier.mtl@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPibPYAS,False,,24366325,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:08:46.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:08:46.000+0000,005OH000005URvxYAG,2025-12-08T20:08:47.000+0000,005OH000005URvxYAG,2025-12-08T20:08:47.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPiwLYAS,False,,24365762,003G0000018f6TbIAI,0010A000002wOQKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New application issue: SP Redwood error,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Advisor code(s): F6451
-Application number: 60925636-2
-KBA: KB0022199 

Call details: Caller is encountering the error: ''Oops, something went wrong - Error code: Redwood'' 
The advisor code is licensed for Life insurance, the application is for a PAR life policy of 30k$, caller couldn't confirm the following:  if they selected Yes on the field Will any of the existing or applied for coverage be replaced by this policy? as in the KBA and refused to answer any related questions or suggestion of escalation.",True,2025-12-08T20:56:04.000+0000,False,False,005OH00000AbCcLYAV,2025-12-08T20:01:15.000+0000,005OH00000AbCcLYAV,2025-12-08T20:56:04.000+0000,005OH00000AbCcLYAV,2025-12-08T20:56:04.000+0000,(647)945-9059,,myron@millenniumwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPj7gYAC,False,,24369883,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-08
Hello Claro,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. 
Please note there were no clients found for the following advisor codes:
-	LL29729
-	4492
-	4502
-	3584
-	F0702
 
As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Claro,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
4T0M3262

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:58:40.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T20:58:40.000+0000,005OH00000AX0rVYAT,2025-12-08T20:59:16.000+0000,005OH00000AX0rVYAT,2025-12-08T20:59:16.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPjAwYAK,False,,24368868,003G0000018f7J1IAI,0010A000002wPOHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Email address change,Medium,"*** DDS Dec 8th, 2025 ***
User wants to change email address for Workspace signin, so sent email to ask for availabilities.
===============
Bonjour Jimmy,

À la suite du courriel de Mélanie reçu plus tôt aujourd’hui, je voudrais organiser un appel pour pouvoir changer votre adresse courriel liée à votre compte Espace Affaires.

Étant donné que ce changement ne peut se faire qu’au téléphone avec vous une fois authentifié, pourriez-vous me donner votre numéro de téléphone et 2-3 horaires de libre pour organiser un appel plus tard cette semaine entre 8 :00am et 4 :00pm ? Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2026-02-05T20:12:20.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-08T20:43:35.000+0000,005OH00000AbJ7aYAF,2026-02-05T20:12:20.000+0000,005OH00000AbJ7aYAF,2026-02-05T20:12:20.000+0000,(450)431-6499,(450) 431-6499,jimmy@sfinanciere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPjdwYAC,False,,24369687,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:55:45.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:55:45.000+0000,005OH000005URvxYAG,2025-12-08T20:55:45.000+0000,005OH000005URvxYAG,2025-12-08T20:55:45.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPjhHYAS,False,,24370682,0030A0000029avMQAQ,0010A000002vzyiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:11:24.000+0000,False,False,005OH000005URvxYAG,2025-12-08T21:11:24.000+0000,005OH000005URvxYAG,2025-12-08T21:11:24.000+0000,005OH000005URvxYAG,2025-12-08T21:11:24.000+0000,(780)753-2005,780-753-0219,danielschindel@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPjqoYAC,False,,24367024,003G0000018f6u7IAA,0010A000002wOw0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-08
Hello Matthew,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. 
 
As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Matthew,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
4738CMH4

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:18:31.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T20:18:31.000+0000,005OH00000AX0rVYAT,2025-12-08T20:18:31.000+0000,005OH00000AX0rVYAT,2025-12-08T20:18:31.000+0000,(403)474-9316,(403) 620-5254,matthew@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPkIIYA0,False,,24367993,003OH00000YI4heYAD,001OH00000hEaB5YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:31:14.000+0000,False,False,005OH000006owoYYAQ,2025-12-08T20:31:14.000+0000,005OH000006owoYYAQ,2025-12-08T20:31:15.000+0000,005OH000006owoYYAQ,2025-12-08T20:31:15.000+0000,(306)664-1969,,nathan.lukan@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPkN3YAK,False,,24366121,003G0000018f6RUIAY,0010A000002wONpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Case was escalated for hacking case# C24359581. Advisor got a confirmation that the issue is has been taken cared off. Assisted the advisor in resetting the password. Issue was resolved.
====================

Hi Mark,

Thank you for contacting the workspace support about not able to access your workspace account.

I understand that your case was initially escalated, and you got a confirmation from your compliance tea that it has been worked on. We have confirmed that it was updated on our end, and we proceeded in making sure that your password will be reset. We can confirm that you regain your access back to workspace.

Thank you for your patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-08T20:39:54.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T20:06:20.000+0000,005OH00000BFPZHYA5,2025-12-08T20:44:20.000+0000,005OH00000BFPZHYA5,2025-12-08T20:44:21.000+0000,(905)682-2651X230,(905) 980-1015,mark@cipparonefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPkoUYAS,False,,24366539,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:11:37.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:11:37.000+0000,005OH000005URvxYAG,2025-12-08T20:11:37.000+0000,005OH000005URvxYAG,2025-12-08T20:11:37.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPl7sYAC,False,,24366857,0030A00000CRdwSQAT,0010A00000D2aJCQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:15:57.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T20:15:57.000+0000,005OH00000BfonJYAR,2025-12-08T20:15:58.000+0000,005OH00000BfonJYAR,2025-12-08T20:15:58.000+0000,(250)585-8696,,sdion@ubwealthy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPlCgYAK,False,,24367050,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:18:55.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T20:18:55.000+0000,005OH000004Ir1xYAC,2025-12-08T20:18:55.000+0000,005OH000004Ir1xYAC,2025-12-08T20:18:55.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPlJDYA0,False,,24368069,0030A0000029lW8QAI,0010A000002w8g0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Sending Paper Applications,Medium,"**DDS***

User couldn't send a docusign to their client due to their legal(?) situation? So has to send a paper app to HO for processing - they just called to confirm the number on the application was correct (866 275 8080); Confirmed in QC2 that it was correct.

Alice Day - Aliceday8975@gmail.com
33516


email===========

Good afternoon Alice,

Thank you for reaching out to Workspace Support regarding this paperwork submission confirmation. You are correct, 866 275 8080 is the number to fax the application to.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Jason M.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations   
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:33:37.000+0000,False,False,005OH0000064XtBYAU,2025-12-08T20:32:14.000+0000,005OH0000064XtBYAU,2025-12-08T20:33:37.000+0000,005OH0000064XtBYAU,2025-12-08T20:33:37.000+0000,(778)214-7574,(778) 214-7574,aliceday8975@gmail.com,(250)717-5707,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPlKrYAK,False,,24369882,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"Email received regarding a change of AOR, TPA and accessibility of the transferred policies in Workspace - WSL",Medium,"****December 29, 2025
Policies are now accessible in WS
===================================================================================
Email received regarding a change of AOR, TPA and accessibility of the transferred policies in Workspace

Summary of Issue:
Policies were transferred from advisor Alan to Jake Curley (CFP®, Quadrus Investment Services Ltd.). After reviewing several client names provided, it appears that these policies do not have a comp code linked in Copilot, which explains why Jake does not have access to them in Workspace.
Jake confirmed that the agent changes were completed and provided the following codes:

Canada Life code: F8116
Mutual Fund code: A5902

Despite this, Jake cannot see the transferred clients in Workspace. Some clients (e.g., Don Fanning, Ellen Fanning, Andrew Roussy) appear either missing or showing only inactive products. Ellen Fanning shows two records, one of which is correct, but most transferred clients are missing.
Jake is unable to provide a complete list of missing clients.

=======================emails===========================

Hello Jake,

Thank you for your patience while our digital partners investigate the issue you had with accessing your clients’ policies in Workspace.

The good news is that the policies for Ellen, Don and Andrew are now accessible in Workspace. Log into Workspace at anytime to view.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 11:48 AM
To: Curley, Jake <jake@leckcurley.ca>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: RE: Workspace Issues - C24369882

Hi Jake, 

We’ve reviewed your request and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action at this time. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Jake Curley <jake@leckcurley.ca> 
Sent: Thursday, December 11, 2025 10:11 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] RE: Workspace Issues - C24369882

Most of them are missing, that’s the issue. It would be faster to name the ones not missing than the ones that are based on what we have discovered so far. Even Ellen’s that you sent me shows her account as Inactive. Jake Curley, CFP® Investment
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Most of them are missing, that’s the issue. It would be faster to name the ones not missing than the ones that are based on what we have discovered so far. Even Ellen’s that you sent me shows her account as Inactive.

 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd.                  
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812     
Email is not secure. To securely send me an encrypted file or message please click here  

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 1:31 PM
To: Jake Curley <jake@leckcurley.ca>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: RE: Workspace Issues - C24369882

Hi Jake,
 
I do see something that needs to be fixed with Don Fanning and Andrew Roussy’s policies. 
 
Ellen fanning seems to be available in your Workspace but there are two records. This is the correct one for you: https://workspace.canadalife.com/s/account/001OH00000WkWZ6YAN/ellen-fanning?tabset-1a36b=3
 
I will need to escalate the missing policies to our second level support team. 
 
Are you aware of any other missing clients that should have been transferred to you? It would help if I can escalate all of the missing transferred policy into one case. 
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
 
 
 
From: Jake Curley <jake@leckcurley.ca> 
Sent: Wednesday, December 10, 2025 4:34 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] RE: Workspace Issues - C24369882
 
Hello, There are some here and a ton missing. Some of the clients as example are Don Fanning, Ellen Fanning, Andrew Roussy. These are clients we have been working with lately, that either are not showing up under my name or are showing up but
Hello,
There are some here and a ton missing. Some of the clients as example are Don Fanning, Ellen Fanning, Andrew Roussy. These are clients we have been working with lately, that either are not showing up under my name or are showing up but only with ‘inactive’ products.
We need to get this fixed.
Jake
 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd. 
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812 
Email is not secure. To securely send me an encrypted file or message please click here  
From: Workspace Support 
Sent: December 9, 2025 8:01 PM
To: Jake Curley ; Croucher, Rachel 
Subject: RE: Workspace Issues - C24369882
Hi Jake, 
Thank you for providing the codes below. 
I was able to find several active policies associated with F8116 in your Workspace account. 
If you know client names tied to policied issued under this code, you can use the global search to find them by searching by policy number or by client name: 
 
If you don’t know the client names nor policy numbers linked to these clients, you can generate the book of business client list report to get a list of these clients. Simply follow the steps in the attached guide.
You can then sort the Servicing Advisor ID (comp code) row to find the list of these clients. You can also export this list to Excel if you prefer viewing it in Excel by clicking on the Export button (in yellow below): 
 
Let me know if you have any additional questions. 
Have a wonderful day. 
I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you complete this brief survey : complete our brief survey
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Jake Curley <jake@leckcurley.ca> 
Sent: Tuesday, December 9, 2025 4:49 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] RE: Workspace Issues - C24369882
Yes, the agent changes were completed. The code is F8116 or A5902 depending on if you are referring to the Canada Life code or the Mutual Fund code. Still cannot see any of these clients in workspace. Jake Curley, CFP® Investment Representative
Yes, the agent changes were completed. The code is F8116 or A5902 depending on if you are referring to the Canada Life code or the Mutual Fund code.
Still cannot see any of these clients in workspace.
 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd. 
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812 
Email is not secure. To securely send me an encrypted file or message please click here  
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 5:00 PM
To: Jake Curley <jake@leckcurley.ca>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: RE: Workspace Issues - C24369882
Hi Jake, 
Thank you for contacting Workspace Support. 
Did you receive a confirmation that the change of AOR were completed for these policies? 
Can you confirm what are the new codes you are referring to? We can check if they are linked to your Workspace Direct account. If the change of AOR have not been processed yet, that wont change anything for now. However, if the new codes are currently active in your Workspace account it will means that the policies should be available in your Workspace account once the AOR changes are processed. 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Jake Curley <jake@leckcurley.ca> 
Sent: Friday, December 5, 2025 12:04 PM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Issues
It does not appear so based on the client list. But I am not sure if there is a spot where I can actually go on WS to view the codes being pulled into it. Jake Jake Curley, CFP® Investment Representative Quadrus Investment Services Ltd. 
It does not appear so based on the client list. But I am not sure if there is a spot where I can actually go on WS to view the codes being pulled into it.
Jake
 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd. 
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812 
Email is not secure. To securely send me an encrypted file or message please click here  
From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: December 5, 2025 3:33 PM
To: Jake Curley <jake@leckcurley.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: RE: Workspace Issues
Hi Jake, 
I am just double checking to make sure. Do you have access to the new codes on Workspace?
Thank you,
Rachel
Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857
In partnership with:
Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
Any personal information you provide will be used in accordance with our privacy policy.
From: Jake Curley <jake@leckcurley.ca> 
Sent: December 5, 2025 3:20 PM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Issues
Okay great, I have signed the TPA, as of now, I just see them all as inactive under Alan, I am guessing the transfer to make them active under my name must still be in process. Jake Jake Curley, CFP® Investment Representative Quadrus Investment
Okay great, I have signed the TPA, as of now, I just see them all as inactive under Alan, I am guessing the transfer to make them active under my name must still be in process.
Jake
 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd. 
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812 
Email is not secure. To securely send me an encrypted file or message please click here  
From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: December 5, 2025 3:15 PM
To: Jake Curley <jake@leckcurley.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Workspace Issues
Hi Jake, 
I just sent you a TPA form by DocuSign for Jen to have delegate access, sorry I missed this.
The clients under the old code will show inactive and once all completed you will see them as active under the new code.
Let me know if you have any other questions.
Thank you,
Rachel
Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857
In partnership with:
Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
Any personal information you provide will be used in accordance with our privacy policy.
From: Jake Curley <jake@leckcurley.ca> 
Sent: December 5, 2025 1:30 PM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace Issues
Hi Rachel, Another issue we have run into here with the changes is that when Jennifer goes to submit paperwork through workspace for clients who were previously on our joint code, it is stating she doesn’t have permission to perform this
Hi Rachel,
Another issue we have run into here with the changes is that when Jennifer goes to submit paperwork through workspace for clients who were previously on our joint code, it is stating she doesn’t have permission to perform this action. Upon looking deeper, all clients from that code now show “Inactive” products. I have added workspace support onto this email in case they may be able to assist with next steps. Hopefully these clients are being moved into my name which would then make the accounts active again??
Jake
 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd. 
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812 
Email is not secure. To securely send me an encrypted file or message please click here",True,2025-12-29T21:29:52.000+0000,False,False,005OH000002iN7pYAE,2025-12-08T20:58:40.000+0000,0055o000001zVCKAA2,2025-12-29T21:29:52.000+0000,005OH000002iN7pYAE,2025-12-29T21:29:52.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPmAPYA0,False,,24368041,0030A0000029lWKQAY,0010A000002w8gCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:31:46.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T20:31:46.000+0000,005OH000003ds0PYAQ,2025-12-08T20:31:47.000+0000,005OH000003ds0PYAQ,2025-12-08T20:31:47.000+0000,(888)679-1112X4,,stephanie@limestonefinancial.ca,(866)730-7210,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPmByYAK,False,,24367004,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:18:12.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:18:12.000+0000,005OH000005URvxYAG,2025-12-08T20:18:13.000+0000,005OH000005URvxYAG,2025-12-08T20:18:13.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPmK3YAK,False,,24369374,003OH00000YdsGKYAZ,001OH00000hxHE9YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration and email release,Medium,"***** DDS**** 12/08/2025
User needed help with registration as the system was not allowing them procced due to the email being linked to another workspace account. Release user email and they were able to register successfully. 

******email chain*****

Hello Ahsley, 

    It was a pleasure assisting you today, we were able to get your email released. Which then allowed you to register to workspace with your desired email. Please allow 24 hours for information for download into your new workspace account. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T21:07:05.000+0000,False,False,005OH00000BFQFHYA5,2025-12-08T20:50:53.000+0000,005OH00000BFQFHYA5,2025-12-08T21:07:06.000+0000,005OH00000BFQFHYA5,2025-12-08T21:07:06.000+0000,(780)545-4615,,ashley@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPmQZYA0,False,,24369308,0030A0000029XfbQAE,0010A000002vxCRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:49:52.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T20:49:52.000+0000,005OH00000BfonJYAR,2025-12-08T20:49:53.000+0000,005OH00000BfonJYAR,2025-12-08T20:49:53.000+0000,(250)886-6800,(250) 886-6800,todd@oceancityfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPmaCYAS,False,,24367459,0035o000006kppKAAQ,0015o000007LMUsAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset MFA,Medium,"***DDS*** 12/08/25
Name:  ZHI CHUN MA                    
Phone: 778-989-5839
Agent code:  E4141
Reference: KB0017316

Unable to pass verification.  
Advisor cannot provide the address we have on file.  advised to contact contracts&compensation@canadalife.com",True,2025-12-08T20:41:19.000+0000,False,False,005OH00000BGeeHYAT,2025-12-08T20:24:18.000+0000,005OH00000BGeeHYAT,2025-12-08T20:41:19.000+0000,005OH00000BGeeHYAT,2025-12-08T20:41:19.000+0000,(778)989-5839,,isvictorma@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPn6RYAS,False,,24368110,0035o000007QhefAAC,0015o0000087L4ZAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:32:52.000+0000,False,False,00516000007Qeg2AAC,2025-12-08T20:32:52.000+0000,00516000007Qeg2AAC,2025-12-08T20:32:52.000+0000,00516000007Qeg2AAC,2025-12-08T20:32:52.000+0000,(289)440-3595,,h_carroza@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPnhfYAC,False,,24370528,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-08
Hello Krzysztof,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. 
 
As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Krzysztof,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
76K4NYYM

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T21:09:00.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T21:09:00.000+0000,005OH00000AX0rVYAT,2025-12-08T21:09:01.000+0000,005OH00000AX0rVYAT,2025-12-08T21:09:01.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPpORYA0,False,,24371280,0030A0000029oDTQAY,0010A000002wAuWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/08/25 

Authenticated ASA as per KB0021888 - followed KB0017399 to unlock account and reset password
User did a PW reset and signed in successfully
 
============================================================================================= 
 
****Email Chain****

Hello Keefer,

Thank you for contacting Workspace Support regarding logging into Workspace.

I’m glad I was able to assist you do a password reset and you signed into your Workspace account successfully.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T21:33:59.000+0000,False,False,005OH0000097FtCYAU,2025-12-08T21:21:36.000+0000,005OH0000097FtCYAU,2025-12-08T21:41:51.000+0000,005OH0000097FtCYAU,2025-12-08T21:41:51.000+0000,(604)818-9678,(604) 818-9678,shiyun@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPpmZYAS,False,,24370437,0030A00000BH5rOQAT,0010A00000BrIGLQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:07:39.000+0000,False,False,005OH000005URvxYAG,2025-12-08T21:07:39.000+0000,005OH000005URvxYAG,2025-12-08T21:07:40.000+0000,005OH000005URvxYAG,2025-12-08T21:07:40.000+0000,(587)985-4659,,tpleasant@ipfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPpzSYAS,False,,24368172,0030A0000029Zb1QAE,0010A000002vyq8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:33:46.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T20:33:46.000+0000,005OH000003ds0PYAQ,2025-12-08T20:33:46.000+0000,005OH000003ds0PYAQ,2025-12-08T20:33:46.000+0000,(705)521-1444,,satkinson@assante.com,(705)521-1450,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPqFfYAK,False,,24369152,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:47:27.000+0000,False,False,005OH000004pk06YAA,2025-12-08T20:47:27.000+0000,005OH000004pk06YAA,2025-12-08T20:47:28.000+0000,005OH000004pk06YAA,2025-12-08T20:47:28.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPqNgYAK,False,,24370351,0030A0000029hdWQAQ,0010A000002w5UBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Advisor doesn't know their code.
**********
Hi Laura   , thank you for contacting the workspace support today.
To recap our call, I know you mentioned not being able to access your workspace account and you were not able to confirm your advisor code, therefore I can’t assist you at this moment, however contracts&compensation@canadalife.com can assist you with the confirmation of your code. Once you have it me or any agent at workspace support would be more than happy to assist you.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T21:28:31.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T21:06:11.000+0000,005OH00000BFQFCYA5,2025-12-08T21:28:31.000+0000,005OH00000BFQFCYA5,2025-12-08T21:28:31.000+0000,(450)443-1616,(514) 865-2828,lbarile@sfmb.ca,(450)443-3613,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPqcCYAS,False,,24368950,0030A0000029UoKQAU,0010A000002vursQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:44:51.000+0000,False,False,00516000007Qeg2AAC,2025-12-08T20:44:51.000+0000,00516000007Qeg2AAC,2025-12-08T20:44:52.000+0000,00516000007Qeg2AAC,2025-12-08T20:44:52.000+0000,(416)490-6555,(416) 457-6201,tpalma_1@hotmail.com,(416)490-1571,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPqcNYAS,False,,24372202,0030A0000029fhuQAA,0010A000002w3pEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:37:36.000+0000,False,False,005OH000006owoYYAQ,2025-12-08T21:37:36.000+0000,005OH000006owoYYAQ,2025-12-08T21:37:37.000+0000,005OH000006owoYYAQ,2025-12-08T21:37:37.000+0000,(306)791-1363,,barry@rdfinancial.ca,(306)791-3471,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPrTRYA0,False,,24369555,0030A0000029jViQAI,0010A000002w71hQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User needs assistance to set up MFA for Workspace. - Husband helping (name: Susan Woo)
KB0016709 - Set up Chrome MFA- Error- ""Invalid verification Code"" - updated date and time preference to set up MFA

Code: 75909
Email: xyang18@rogers.com 
Phone: 416-358-5323

*********************************************
Good afternoon, Xun

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you with setting up your MFA for Workspace. During Workspace login it will now request a confirmation through the Chrome authenticator.  
I could not hear you at the end of the call, I tried calling your cell back, but the call got disconnected. If you would like to set up a mobile authenticator, please give us a call back and we can help authenticate you and set up a mobile MFA.
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T21:27:48.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T20:53:32.000+0000,005OH00000BG5v4YAD,2025-12-08T21:28:57.000+0000,005OH00000BG5v4YAD,2025-12-08T21:28:57.000+0000,(905)479-5806,(416) 358-5323,xyang18@rogers.com,(905)479-2943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPs7jYAC,False,,24368267,0030A000002ubcnQAA,0010A000003g8DhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:35:01.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T20:35:01.000+0000,005OH000004Ir1xYAC,2025-12-08T20:35:02.000+0000,005OH000004Ir1xYAC,2025-12-08T20:35:02.000+0000,(403)346-0095,4033023350,dan@solomonfinanical.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPsinYAC,False,,24367824,003OH00000MIutYYAT,001OH00000R5fJAYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:29:05.000+0000,False,False,005OH00000865wTYAQ,2025-12-08T20:29:05.000+0000,005OH00000865wTYAQ,2025-12-08T20:29:05.000+0000,005OH00000865wTYAQ,2025-12-08T20:29:05.000+0000,(403)299-7366,,danielle.l.bryant@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPsqsYAC,False,,24371474,003OH00000LYXYaYAP,001OH00000QE8jaYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:25:03.000+0000,False,False,0055o000001NWfMAAW,2025-12-08T21:25:03.000+0000,0055o000001NWfMAAW,2025-12-08T21:25:03.000+0000,0055o000001NWfMAAW,2025-12-08T21:25:03.000+0000,(416)666-6633,,wenjun6633@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPt0lYAC,False,,24373684,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/08/25 

User experienced ERR-W1283 - Authenticated user as per KB0017399
Unlocked account and sent PW reset link - user was able to sign into WS
 
============================================================================================= 
 
****Email Chain****
 
Good day Gavin,

Thank you for contacting Workspace Support regarding the login issue.

Just to recap, you were unable to log into your account due to the error code ERR-W1283. We did a password reset and you were able to sign in, out and back into Workspace with the new password successfully.

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T22:07:31.000+0000,False,False,005OH0000097FtCYAU,2025-12-08T22:07:31.000+0000,005OH0000097FtCYAU,2025-12-08T22:14:07.000+0000,005OH0000097FtCYAU,2025-12-08T22:14:07.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPtGgYAK,False,,24368447,0030A000002ubcnQAA,0010A000003g8DhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:37:42.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T20:37:42.000+0000,005OH000004Ir1xYAC,2025-12-08T20:37:42.000+0000,005OH000004Ir1xYAC,2025-12-08T20:37:42.000+0000,(403)346-0095,4033023350,dan@solomonfinanical.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPtJvYAK,False,,24368367,0030A000008pIBGQA2,0010A000009k66vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support-illustration,Medium,"user called having issue to access we illustration from workspace, he does not the email and passoword.
For trouble shooting to understand the situation request user for logmein however user had to disconnect as he has another appointment and will call us back.",True,2025-12-08T20:41:38.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-08T20:36:24.000+0000,005OH00000AZ3ZxYAL,2025-12-08T20:41:38.000+0000,005OH00000AZ3ZxYAL,2025-12-13T02:01:19.000+0000,(604)657-7097,,quoctrujc@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPtaAYAS,False,,24371854,0030A0000029ohwQAA,0010A000002wBJkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:31:03.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T21:31:03.000+0000,005OH000003ds0PYAQ,2025-12-08T21:31:03.000+0000,005OH000003ds0PYAQ,2025-12-08T21:31:03.000+0000,(705)742-6800,,smackay@thomasfinancial.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPu6HYAS,False,,24368220,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:34:24.000+0000,False,False,005OH000005URvxYAG,2025-12-08T20:34:24.000+0000,005OH000005URvxYAG,2025-12-08T20:34:25.000+0000,005OH000005URvxYAG,2025-12-08T20:34:25.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPuPdYAK,False,,24368330,0030A0000029kM1QAI,0010A000002w7hoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Jeffrey,

Our team has received your request from Matt Corey to provide Client Listings report for Advisor code 62201. Please find the attached file for your reference. 
Please note you can filter by province either with Column S – Owner Province or Column W – Jurisdiction.  It doesn’t appear you have any New Brunswick clients. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Jeffrey,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
0J2WHCVNP9 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





















Hi Team,
Please handle.

Thank you
Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
WL


From: Corey, Matt <Matt.Corey@canadalife.com> 
Sent: December 4, 2025 2:37 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: Jeff Somers 62201

Jeff Somers IG advisor is looking to find out any clients he has in New Brunswick. Are you able to send him a list of them if any. 

The dividend scales increased for the Canada Life™ combined open participating (par) account
and the Canada Life closed account, effective July 1, 2025 Canada Life Par 2024 Year in Review


Matt Corey
Regional Sales Manager, Insurance
Product Solutions Centre
Ph: (506) 645-7292 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com     Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:35:48.000+0000,False,False,005OH0000088z1hYAA,2025-12-08T20:35:48.000+0000,005OH0000088z1hYAA,2025-12-08T20:44:43.000+0000,005OH0000088z1hYAA,2025-12-08T20:44:43.000+0000,(450)973-2333,(902) 629-9683,jeff.somers@igpwm.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPupUYAS,False,,24371033,0030A0000029dkBQAQ,0010A000002w2CBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:17:14.000+0000,False,False,005G0000002gxxjIAA,2025-12-08T21:17:14.000+0000,005G0000002gxxjIAA,2025-12-08T21:17:14.000+0000,005G0000002gxxjIAA,2025-12-08T21:17:14.000+0000,(514)996-1915,,info@kinoglobal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPv5iYAC,False,,24373008,003OH00000X3HRFYA3,001OH00000ex65qYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration - Primerica,Medium,"***DDS Dec.8/2025***
Primerica user needed assistance with registering but could not pass the authentication requirements as she was not able to provide her Advisor code. Had the user 
""Refer to their National Account leadership to confirm advisor code""  in order to proceed with any assistance.

*****Email*****
Hello Pilar,

Thanks for contacting the Workspace Support team regarding registering for your Primerica Workspace account.

Unfortunately, we were not able to proceed with assisting you regarding the registration due to the failed authentication requirements.

Please refer to your National Account leadership to confirm your Advisor Code.

Please reach back out to us once you have that, and we would love to assist you further.

Take care.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T22:23:35.000+0000,False,False,005OH00000BFQFBYA5,2025-12-08T21:52:29.000+0000,005OH00000BFQFBYA5,2025-12-08T22:24:49.000+0000,005OH00000BFQFBYA5,2025-12-08T22:24:49.000+0000,(289)228-6958,,phermoza@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPvbrYAC,False,,24368682,003G0000018f6tUIAQ,0010A000002wOvDQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-08
Hello Ryan,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. 
 
As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Ryan,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
0TUPNG2B

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T20:40:56.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T20:40:56.000+0000,005OH00000AX0rVYAT,2025-12-08T20:40:56.000+0000,005OH00000AX0rVYAT,2025-12-08T20:40:56.000+0000,(780)702-5807X228,,ryan@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPyLDYA0,False,,24370631,003G0000018f7T5IAI,0010A000002wPZfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Name correction for client Jessica M Shmigelsky,Medium,"****DDS****12/09/25 

Correction made by CIS
User informed via email.

****DDS****12/08/25 

Client's first name spelt incorrectly in WS - JESSICA and not JESICA
User sent a screenshot of the client's account in IC
As per KB0015432, email sent to CIS for correction 
============================================================================================= 
 
****Email Chain****

Good day Darlene,

Just to inform you that a correction has been made that should show the correct name in Workspace in 4-7 business days. If you notice no correction after this timeframe, please reach out and our team will investigate further.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 2:11 PM
To: Koop, Darlene J <client@staterafp.ca>
Subject: RE: Name issue on Workspace for JESSICA SHMIGELSKY - Case 24370631

Hello Darlene,

Thank you for contacting Workspace Support regarding the name correction request below.

I have referred this issue to our back-office team for further investigation, and I will reach out to you as soon there is an update from the team.


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Darlene Koop <client@staterafp.ca> 
Sent: December 5, 2025 1:43 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Name issue on Workspace for JESSICA SHMIGELSKY

Hello, The spelling of this client’s first name is missing a letter -- https: //workspace. canadalife. com/workspace/s/account/0010A00000CaDFMQA3/jesica-mary-shmigelsky The name should be JESSICA. Here is the screenshot from Investment Centre,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
The spelling of this client’s first name is missing a letter  -- https://workspace.canadalife.com/workspace/s/account/0010A00000CaDFMQA3/jesica-mary-shmigelsky

The name should be JESSICA.    Here is the screenshot from Investment Centre, where it IS correct.
 

Please have this corrected.
Thank you,

Darlene Koop, ACS
Client Service Associate, Investments

Our office will be closed from noon on December 24th and reopening on January 5th, 2026.  If you have any concerns or urgent requirements during that time, please email Rita directly at rita@staterafp.ca as she will be monitoring this email for any emergencies.
 

You are receiving this email because you have a relationship with our firm. If you no longer wish to receive emails of this nature, please reply with “unsubscribe” in the subject line.

The contents of this communication, including any attachments, are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-09T17:53:22.000+0000,False,False,005OH0000097FtCYAU,2025-12-08T21:10:36.000+0000,005OH0000097FtCYAU,2025-12-09T17:58:25.000+0000,005OH0000097FtCYAU,2025-12-09T17:58:25.000+0000,(587)855-6836,(780) 445-8050,tim.shmigelsky@tmsplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPyWTYA0,False,,24369170,003OH00000Ye0FSYAZ,001OH00000hxHDnYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T20:47:41.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T20:47:41.000+0000,005OH000004Ir1xYAC,2025-12-08T20:47:42.000+0000,005OH000004Ir1xYAC,2025-12-08T20:47:42.000+0000,(403)467-2306,,omari.fraser.of@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPyrRYAS,False,,24369228,0030A0000029e0OQAQ,0010A000002w2Q9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"C
====================",True,2025-12-08T21:03:35.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T20:48:36.000+0000,005OH00000BFPZHYA5,2025-12-08T21:27:09.000+0000,005OH00000BFPZHYA5,2025-12-08T21:27:09.000+0000,(778)998-8324,,anita@dalakotifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPzNjYAK,False,,24371605,0030A0000029UoqQAE,0010A000002vusJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:27:10.000+0000,False,False,005OH000006owoYYAQ,2025-12-08T21:27:10.000+0000,005OH000006owoYYAQ,2025-12-08T21:27:10.000+0000,005OH000006owoYYAQ,2025-12-08T21:27:10.000+0000,(306)359-1044,,,(306)757-0776,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hPzxFYAS,False,,24371961,003G0000018f7OCIAY,0010A000002wPUdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Dealer Auto Rebalancing Failure Analysis Report Q502,Medium,"**WRS Email Thread** Dec 8 2025

Good day Ryan,  
  
This email is regarding your request for a Dealer Auto Rebalancing Failure Analysis report. 

I would like to inform you there were no listings found for the following advisor(s):  

Lei Ren
Codes: 28563, 35745, 18393 

As a reminder, this report gives advisor firms the chance to resolve rejections before the rebalancing service runs (Jan 10th & July 10th - semi-annual & July 10th for annual).

Have a great day! 


Wilfredy Folgar Lemus
Distribution Digital Support Specialist 
Distribution Digital Support
Digital Enablement 
P: 1-888-999-4516 
E: Wilfredy.Lemus@canadavie.com  
Hours: 9am-5pm 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T21:33:19.000+0000,False,False,005OH000002iN7rYAE,2025-12-08T21:33:19.000+0000,005OH000002iN7rYAE,2025-12-08T21:33:19.000+0000,005OH000002iN7rYAE,2025-12-08T21:33:19.000+0000,(204)808-8096X303,(204) 952-1512,lei.ren@harmonyfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ03fYAC,False,,24370628,0030A0000029cxQQAQ,0010A000002w1YMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:10:33.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T21:10:33.000+0000,005OH000003ds0PYAQ,2025-12-08T21:10:33.000+0000,005OH000003ds0PYAQ,2025-12-08T21:10:33.000+0000,(705)303-5401,(705) 303-5401,steve.austin@northbay-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ2yMYAS,False,,24373256,003OH00000M94RUYAZ,001OH00000QuwFzYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Workspace Registration,Medium,"KB0023476 - Assisted the advisor successfully in registering to workspace.

=============
Hi Jacqueline,

Thank you for contacting the workspace support about registering to workspace.

We were able to follow through the process making sure that registration is successful. We can confirm that you were able to access workspace at this time.

We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T22:22:51.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T21:58:06.000+0000,005OH00000BFPZHYA5,2025-12-08T22:27:55.000+0000,005OH00000BFPZHYA5,2025-12-08T22:27:55.000+0000,(519)247-3028,,jacquelinejrobinson@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ3b1YAC,False,,24373474,003OH00000JJQ8nYAH,001OH00000NeIkEYAV,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Duplicated transaction in Workspace - WSL,Medium,"Duplicated transaction in Workspace

=================emails======================

Bonjour Chantal,
 
Une correction a été apportée qui devrait permettre de résoudre ce problème dans l’Espace affaire. Si vous n’arrivez toujours pas, veuillez svp appelez le service à la clientèle au - 1-888-252-1847 .

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  

Nous sommes toujours heureux de vous aider! 
 
Vous pouvez également cliquer ici pour vous inscrire à une formation virtuelle en ligne 
  
Merci, 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Jeremie B.
Distribution Digital Support Specialist 
Canada Operations
P: 1-888-999-4516 
C: SoutiensEspaceAffaires@canadavie.com 
   
Voyez les nouveautés dans Espace affaires  


Bonjour Chantal, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Nous avons examiné votre demande et votre dossier a été transmis à notre équipe des responsables des services Espace affaires. Ils prendront désormais en charge le problème, y compris tous les suivis et mises à jour.

Vous n’avez aucune autre mesure à prendre pour le moment. Notre équipe communiquera directement avec vous si des renseignements supplémentaires sont nécessaires et vous tiendra informé de l’évolution du dossier.

Si vous avez des questions entre-temps, veuillez répondre à ce courriel et nous nous ferons un plaisir de vous aider.

Merci de votre patience et de votre collaboration pour résoudre cette situation.

Bonne fin de journée!


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 





From: Chantal Godfroy <cgodfroy@diversico.ca> 
Sent: Monday, December 8, 2025 7:48 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Fwd: [EXT] Caroline Fortin 411260714

Bonjour, Pouvez-vous vérifier. Voir ci-bas Merci Chantal Godfroy Diversico Finances Humaines Inc. | Cabinet de services financiers Membre de SquadNouvellesAffaires cgodfroy@ diversico. ca 7005, Boulevard Taschereau, bureau 180 | Brossard | Québec
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ZjQcmQRYFpfptBannerEnd
Bonjour,

Pouvez-vous vérifier. Voir ci-bas

Merci
 	Chantal Godfroy

Diversico Finances Humaines Inc. | Cabinet de services financiers
Membre de SquadNouvellesAffaires
 cgodfroy@diversico.ca

7005, Boulevard Taschereau, bureau 180 | Brossard | Québec | Canada | J4Z 1A7 |
T (450) 616-8804 #234 | Sans frais: 1-800-357-0735 | F (514) 954-0505
www.diversico.ca
       
Unis dans la Révolution des Services Financiers

 

 

Le contenu de la présente communication, y compris tout fichier, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. / The contents of this communication, including any files, are confidential and may be privileged. If you are not the intended recipient (or if you are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this message without reading, copying, retransmitting, or recording its contents. Thank you. Please note: We have taken measures to protect against viruses, but we assume no responsibility for any loss or damage caused by the presence of a virus.
 

---------- Forwarded message ---------
De : Gbaguidi, Helga <helga.gbaguidi@canadalife.com>
Date: ven. 5 déc. 2025 à 17:58
Subject: TR: [EXT] Caroline Fortin 411260714
To: Godfroy, Chantal <cgodfroy@diversico.ca>

Bonjour,
 
Il n’y a qu’une seule transaction.
 
Si c’est sur Espace affaires que vous voyez ces 2 lignes, SVP veuillez contacter le support : WorkspaceSupport@canadalife.com
 
Merci bien.
 
Helga Gbaguidi
Spécialiste, Service à la Clientèle / Customer Service Specialist
Gestion du Patrimoine, Exploitation Canada / Wealth, Canada Operations
1350, boul. René-Lévesque Ouest, 11 étage Montréal (Québec) H3G 1T4 / M-1110
Tél: (438) 814-1891
Fax: (514) 350-4740 
 
 
 
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
________________________________________
From: Chantal Godfroy <cgodfroy@diversico.ca>
Sent: Tuesday, December 2, 2025 11:27:10 a.m. (UTC-05:00) Eastern Time (US & Canada)
To: Fonds Distincts MTL <Fonds.Distincts@canadavie.com>
Subject: [EXT] Caroline Fortin 411260714
Bonjour, Pourquoi dans les transactions on voit 2 fois l'achat de 60K, j'espère que le TEF a été fait juste 1 fois? Pouvez-vous corriger pour voir seulement 1 transaction. Transactions Voyez jusqu’à 500 de vos transactions récentes. 
Bonjour,

 
Pourquoi dans les transactions on voit 2 fois l'achat de 60K, j'espère que le TEF a été fait juste 1 fois? Pouvez-vous corriger pour voir seulement 1 transaction.
 
Transactions
Voyez jusqu’à 500 de vos transactions récentes. Le montant de la transaction correspond au montant avant déduction des frais. Vous ne trouvez pas ce que vous cherchez? Pour accéder à d’autres transactions, communiquez avec votre conseiller ou composez le 1 888 252-1847.
Date de la transaction	Nom du fonds	Transaction	Montant de la transaction	Nombre d’unités	Valeur unitaire	Nombre d’unités après les transactions
26 nov. 2025	Portefeuille FNB indiciel de croissance SFANFS	Prime	60 000,00 $	3 794,898	15,811	3 794,898
26 nov. 2025	Portefeuille FNB indiciel de croissance SFANFS	Prime	60 000,00 $	3 794,898	15,811	3 794,898
 
 
Merci
 	Chantal Godfroy

Diversico Finances Humaines Inc. | Cabinet de services financiers
Membre de SquadNouvellesAffaires
 cgodfroy@diversico.ca

7005, Boulevard Taschereau, bureau 180 | Brossard | Québec | Canada | J4Z 1A7 |
T (450) 616-8804 #234 | Sans frais: 1-800-357-0735 | F (514) 954-0505
www.diversico.ca
       
Unis dans la Révolution des Services Financiers",True,2026-01-02T18:17:46.000+0000,False,False,0055o000001zVCKAA2,2025-12-08T22:02:47.000+0000,0055o000001zVCKAA2,2026-01-02T18:17:46.000+0000,0055o000001zVCKAA2,2026-01-02T18:17:46.000+0000,(514)317-1242,,david.turgeon@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ3mJYAS,False,,24371374,0030A0000029eRYQAY,0010A000002w2nmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:23:12.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T21:23:12.000+0000,005OH000003ds0PYAQ,2025-12-08T21:23:12.000+0000,005OH000003ds0PYAQ,2025-12-08T21:23:12.000+0000,(705)759-7554,,stephen.dunn@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ45dYAC,False,,24370399,0030A0000029Wn6QAE,0010A000002vwSmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:07:03.000+0000,False,False,00516000007Qeg2AAC,2025-12-08T21:07:03.000+0000,00516000007Qeg2AAC,2025-12-08T21:07:03.000+0000,00516000007Qeg2AAC,2025-12-08T21:07:03.000+0000,(416)648-4335,,gustavo@santanafinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ4wwYAC,False,,24373305,003G0000018f6pMIAQ,0010A000002wOr5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC status Report,Medium,"**WRS Email Thread** Dec 8 2025

Good Day David,

This email is regarding your request for a list of clients & plans and their current KYC status in Investment Centre. Please find attached the generated report(s). A separate password email will follow. 

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of the clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Kindly take 30 seconds to let us know how our team helped you today by filling out our survey! 😊  Wealth support (swoogo.com) 
Have a great day!

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operation
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




Hi there,

As mentioned in my previous email, please find below your Excel password(s):

Y7594U9Z

Please note that passwords are case sensitive. Again, this Password is not meant to be used to open the encrypted email, but for the Excel document within that email.

As a reminder, our team is required to encrypt the email with the password-protected Excel to ensure sensitive client data is protected. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T21:59:04.000+0000,False,False,005OH000002iN7rYAE,2025-12-08T21:59:04.000+0000,005OH000002iN7rYAE,2025-12-08T21:59:43.000+0000,005OH000002iN7rYAE,2025-12-08T21:59:43.000+0000,(705)745-1324,7057685356,david@stonepathpw.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ5RXYA0,False,,24372345,0035o000006MAKbAAO,0015o000006rACjAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:40:19.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T21:40:19.000+0000,005OH000003ds0PYAQ,2025-12-08T21:40:20.000+0000,005OH000003ds0PYAQ,2025-12-08T21:40:20.000+0000,(705)743-4378,,steve.henderson@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ6vXYAS,False,,24375210,0030A000004RI6EQAW,0010A000002w7f6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,GBP Error – Unable to Add Co-Client Due to Excess Assets and Existing Plan Conflict,Medium,"Case Summary:
Found additional information in INC1533403 on this error and relayed the information to the advisor (Dec 12)

The advisor reported an error when attempting to add a co-client (spouse) to their Conquest plan. Investigation confirmed that the advisor’s Workspace account has 17 policies, exceeding the system limit of 15–20 assets, which triggers the GBP error. Additionally, the co-client may already have an existing plan, which can also cause the error when adding them as a co-client.

KBA: KB0022309 

Recommended actions:

If the co-client has an existing plan, archive it before adding them as a co-client (Browse Clients → Open Plan → Three dots → Archive Plan).
If the plan includes too many assets, create separate plans for each client or manually add policies.

This issue is similar to C23985153/INC1873348.

===========================emails============================

Hi Jeff, 

I don’t see any mentions regarding trying to create a new plan manually but there is a one-on-one rule between Workspace Clients and Conquest plans. So not sure if you would be able to create a manual new plan that is not linked to your client page. 

I searched our ticket database to find additional information on this issue. There are mentioning in another case that this is purely a technical limit in the backend system. Not a business limit. They also mention they don’t have any time frame on when this will be resolved. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Jeff Caligiuri <jeff@onyxfinancial.ca> 
Sent: Tuesday, December 9, 2025 4:08 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: conquest help - searching for co-client - C24375210

Well that’s not very efficient to run a separate plan for her when the planning required is based on combined family assets??? Am I the only advisor to come across this? So even though I remove assets from the conquest plan, it still assumes
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Well that’s not very efficient to run a separate plan for her when the planning required is based on combined family assets??? Am I the only advisor to come across this?
So even though I remove assets from the conquest plan, it still assumes that all the plans listed in WS are being included? That should be fixed……..
If I don’t use the launch plan button, can I create a new plan by manually entering both mine and my spouses data into a new planning engagement or does it automatically feed from WS regardless if I want it to or not?
Jeff Caligiuri, CFP, CLU, TEP, CHS
Partner, Wealth Management
ONYX Financial Group 	 
 
 
 
 
 	204-819-9474
204-777-6699
866-846-7051
jeff@onyxfinancial.ca
onyxfinancial.ca
Suite 300 - 200 Waterfront Drive, Winnipeg, MB, R3B 3P1


 	 

Investment Representative 

Quadrus Investment Services Ltd. 

I acknowledge that I live and work on Treaty One Territory, the homeland of the Anishinaabeg, Cree, Anisininew, Dakota, Lakota, Dene peoples, and the national homeland of the Red River Metis. 







Hi Jeff, 

The only workaround will be to create a separate plan for your wife. You won’t be able to add your wife to your plan because your plan has too many assets. I don’t think removing assets from your existing plan will remove this error since the data is coming from Workspace and there is a one-on-one relationship between a client record in Workspace and a Conquest Plan. So the data from your client record is pre-loaded in Conquest when you click on the launch plan button. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Jeff Caligiuri <jeff@onyxfinancial.ca> 
Sent: Monday, December 8, 2025 5:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: conquest help - searching for co-client - C24375210

They do not Jeff Caligiuri, CFP, CLU, TEP, CHS Partner, Wealth Management ONYX Financial Group 204-819-9474 204-777-6699 866-846-7051 jeff@ onyxfinancial. ca onyxfinancial. ca Suite 300 - 200 Waterfront Drive, Winnipeg, MB, R3B 3P1 Investment Representative
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They do not
Jeff Caligiuri, CFP, CLU, TEP, CHS
Partner, Wealth Management
ONYX Financial Group 	 
 
 
 
 
 
204-819-9474
204-777-6699
866-846-7051
jeff@onyxfinancial.ca
onyxfinancial.ca
Suite 300 - 200 Waterfront Drive, Winnipeg, MB, R3B 3P1


 
 


Investment Representative 

Quadrus Investment Services Ltd. 

I acknowledge that I live and work on Treaty One Territory, the homeland of the Anishinaabeg, Cree, Anisininew, Dakota, Lakota, Dene peoples, and the national homeland of the Red River Metis. 


________________________________________
From: Workspace Support 
Sent: Monday, December 8, 2025 7:01:04 PM
To: Jeff Caligiuri 
Subject: RE: conquest help - searching for co-client - C24375210 
Hi Jeff, 
Before we proceed further, can you please verify and confirm if the co-client you are trying to add already has their own plan in Conquest?
•	Navigating to Browse Clients 
•	Searching for your spouse’s name 
•	Checking if there is an existing plan listed under their profile
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516. 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Jeff Caligiuri 
Sent: Monday, December 8, 2025 3:14 PM
To: Workspace Support 
Subject: [EXT] RE: conquest help - searching for co-client - C24375210
Ok thanks…. i went in and deleted 7 of the assets (insurance policies) and then re-tried to add in my spouse as co-client (she has 6 assets listed under her workspace profile) When I try to manually add in my spouse it only gives me the option
Ok thanks….i went in and deleted 7 of the assets (insurance policies) and then re-tried to add in my spouse as co-client (she has 6 assets listed under her workspace profile)
When I try to manually add in my spouse it only gives me the option for co-client (in which I get the error message) or a dependant?? How do I manually add her in and then I can manually add in her assets?
Jeff Caligiuri, CFP, CLU, TEP, CHS
Partner, Wealth Management
ONYX Financial Group 	 
 
 
 
 
 
204-819-9474
204-777-6699
866-846-7051
jeff@onyxfinancial.ca
onyxfinancial.ca
Suite 300 - 200 Waterfront Drive, Winnipeg, MB, R3B 3P1


 
 

Investment Representative 

Quadrus Investment Services Ltd. 

I acknowledge that I live and work on Treaty One Territory, the homeland of the Anishinaabeg, Cree, Anisininew, Dakota, Lakota, Dene peoples, and the national homeland of the Red River Metis. 







Hi Jeff, 

The only workaround will be to create a separate plan for your wife. You won’t be able to add your wife to your plan because your plan has too many assets. I don’t think removing assets from your existing plan will remove this error since the data is coming from Workspace and there is a one-on-one relationship between a client record in Workspace and a Conquest Plan. So the data from your client record is pre-loaded in Conquest when you click on the launch plan button. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Jeff Caligiuri <jeff@onyxfinancial.ca> 
Sent: Monday, December 8, 2025 5:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: conquest help - searching for co-client - C24375210

They do not Jeff Caligiuri, CFP, CLU, TEP, CHS Partner, Wealth Management ONYX Financial Group 204-819-9474 204-777-6699 866-846-7051 jeff@ onyxfinancial. ca onyxfinancial. ca Suite 300 - 200 Waterfront Drive, Winnipeg, MB, R3B 3P1 Investment Representative
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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They do not




Hi Jeff, 

Thank you for contacting Workspace Support.  

We’ve reviewed the issue you encountered when trying to add a co-client to your plan in Conquest. The error occurs because the plan currently has more than the system limit of 15–20 assets attached. In your case, there are 17 policies linked to your Workspace account, which exceeds this limit.

To resolve this:

•	If the plan includes a co-client, the recommended workaround is to create separate plans for each client.
•	If the plan does not include a co-client, unfortunately, there is no system workaround. The only option is to manually add the policies into the plan.

Additionally, since you are trying to add your wife as a co-client, please confirm if the co-client you are adding already has their own plan. If they do, the system will error out when you try to add them as a co-client. The solution in that case is:

1.	Archive the existing plan for the co-client. To do this: 
o	Search for the client in Browse Clients
o	Open the plan
o	Click the three dots in the top-right corner
o	Select Archive Plan

2.	After archiving, you can proceed to add them as a co-client to your plan.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Jeff Caligiuri <jeff@onyxfinancial.ca> 
Sent: Monday, December 8, 2025 7:18 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FW: conquest help - searching for co-client

Workspace please see email string below…. are you able to assist please? Jeff Caligiuri, CFP, CLU, TEP, CHS Partner, Wealth Management ONYX Financial Group 204-819-9474 204-777-6699 866-846-7051 jeff@ onyxfinancial. ca onyxfinancial. ca Suite
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Workspace please see email string below….are you able to assist please?

 
Jeff Caligiuri, CFP, CLU, TEP, CHS
Partner, Wealth Management
 
ONYX Financial Group 	   
   
   
   
   
  	204-819-9474
204-777-6699
866-846-7051
jeff@onyxfinancial.ca
onyxfinancial.ca
Suite 300 - 200 Waterfront Drive, Winnipeg, MB, R3B 3P1
  
  
 	 

Investment Representative 

Quadrus Investment Services Ltd. 

I acknowledge that I live and work on Treaty One Territory, the homeland of the Anishinaabeg, Cree, Anisininew, Dakota, Lakota, Dene peoples, and the national homeland of the Red River Metis. 


 
From: advisorsupport@conquestplanning.com <advisorsupport@conquestplanning.com> 
Sent: Friday, December 5, 2025 2:50 PM
To: Jeff Caligiuri <jeff@onyxfinancial.ca>
Subject: RE: conquest help - searching for co-client

	You don't often get email from advisorsupport@conquestplanning.com. Learn why this is important 

Hi Jeff, 

Canada Life manages all user permissions and integration configurations, so you will need to reach out to workspacesupport@canadalife.com to ask them to investigate the issue. 

Best,

Dylan Biggs
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 7:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube


--------------- Original Message ---------------
From: Jeff Caligiuri [jeff@onyxfinancial.ca]
Sent: 2025-12-05, 3:37 p.m.
To: advisorsupport@conquestplanning.com
Subject: conquest help - searching for co-client

Hi there, I am trying to create a new plan for a client (myself) and trying to add in my wife as co-client using the “search for co-lient”…. However I keep getting the attached error message 
 
 
 
Jeff Caligiuri, CFP, CLU, TEP, CHS
Partner, Wealth Management
 
ONYX Financial Group	  
  
  
  
  
  	204-819-9474
204-777-6699
866-846-7051
jeff@onyxfinancial.ca
onyxfinancial.ca
Suite 300 - 200 Waterfront Drive, Winnipeg, MB, R3B 3P1
 
 
 	 
  
Investment Representative
 
Quadrus Investment Services Ltd.
 
I acknowledge that I live and work on Treaty One Territory, the homeland of the Anishinaabeg, Cree, Anisininew, Dakota, Lakota, Dene peoples, and the national homeland of the Red River Metis.

  
This communication contains information intended only for the person(s) to whom it is addressed. Any unauthorized use, retention, disclosure, copying or other distribution of this communication or taking any action on its contents is strictly prohibited. If you have received this message in error, please notify the author immediately and destroy this message without reading, copying, or forwarding.

 


ref:!00D5w03IkFb.!500OK0aZwin:ref",True,2025-12-08T22:51:19.000+0000,False,False,0055o000001zVCKAA2,2025-12-08T22:49:40.000+0000,0055o000001zVCKAA2,2025-12-12T23:51:02.000+0000,0055o000001zVCKAA2,2025-12-12T23:51:02.000+0000,(204)777-6699,(204) 781-4499,jeff@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ7ErYAK,False,,24374034,003G0000018f6lNIAQ,0010A000002wOn7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor was unable to see their apps within workspace, but was able to refresh their page and it appeared.
**************
Hi Alexander , thank you for contacting the workspace support today.

To recap our call, you were having some issues loading your apps on workspace, however you were able to fix that and you can see all your available apps


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T22:20:03.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T22:15:23.000+0000,005OH00000BFQFCYA5,2025-12-08T22:22:19.000+0000,005OH00000BFQFCYA5,2025-12-08T22:22:19.000+0000,(604)607-3585,(604) 607-3585,alexander@alexanderpotter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ7WZYA0,False,,24372116,003G0000018f7R9IAI,0010A000002wPXnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-08
Hello Brian,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. 
 
As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Brian,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
BHA916I6

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T21:36:10.000+0000,False,False,005OH00000AX0rVYAT,2025-12-08T21:36:10.000+0000,005OH00000AX0rVYAT,2025-12-08T21:36:10.000+0000,005OH00000AX0rVYAT,2025-12-08T21:36:10.000+0000,(403)209-4041,(403) 803-0382,harrington@pelican-grp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ8E6YAK,False,,24371805,0030A0000029iJaQAI,0010A000002w63pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor hasving issues with MFA.
*******
Hi Melanie, thank you for contacting the workspace support today.

To recap our call, you had some issues with your salesforce authenticator. We did remove the salesforce authenticator and tried to re-connect it to see if you do receive the automatic “Approve” prompt however you experience the same issues where it continued to prompt you with codes, then we got you set up for the google authenticator instead and it works better for you.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T22:11:33.000+0000,False,False,005OH00000BFQFCYA5,2025-12-08T21:30:21.000+0000,005OH00000BFQFCYA5,2025-12-08T22:11:33.000+0000,005OH00000BFQFCYA5,2025-12-08T22:11:33.000+0000,(780)886-4595,,melanie@stormesolutions.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ8cHYAS,False,,24371353,0030A0000029iPsQAI,0010A000002w69JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:22:43.000+0000,False,False,005OH000006owoYYAQ,2025-12-08T21:22:43.000+0000,005OH000006owoYYAQ,2025-12-08T21:22:43.000+0000,005OH000006owoYYAQ,2025-12-08T21:22:43.000+0000,(306)352-7113,,donn@customplanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ9A9YAK,False,,24371447,0035o000007Db79AAC,0015o000007tkjCAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:24:18.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T21:24:18.000+0000,005OH000003ds0PYAQ,2025-12-08T21:24:18.000+0000,005OH000003ds0PYAQ,2025-12-08T21:24:18.000+0000,(613)583-0660,,ssevans72@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ9F6YAK,False,,24375263,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Chat,,SimpleProtect Limitations,Medium,"Luca's NBC believes that there is an issue with SimpleProtect, he is unsure if it was communicated to us. He was trying to apply for child CI with $100k in coverage, system limitations informed him that the max is $25k. He and his NBC seem to think it should be $250k. 

https://www.acp.canadalife.com/content/dam/advisors/documents/technology/simpleprotect/en_ca/simpleprotect-quick-reference-comparison-of-new-business-webapp-vs-simpleprotect.pdf - $250k limit is for par/term juvenile apps, juvenile CI is limited to $25k. SP is doing what it should be doing, they are confused about what policy types are associated with each limit. 

*****Email sent Dec 8 2025*****
Hi Luca, 

Thanks for contacting Workspace Support about SimpleProtect! 

I’m afraid that the limit for child/juvenile CI policies is $25k, the $250k limit is specific to par and term policies. This is confirmed in the Quick reference comparison of New Business Web app vs. SimpleProtect chart: 

(screenshot from chart, highlighting limits based on policy type)

For a child CI policy with $100k coverage, you’d need to use the New Business WebApp instead of SimpleProtect. 

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you! 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Crystal H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: LUCA TALARICO <LUCA.TALARICO@LTplanservices.com> 
Sent: December 8, 2025 7:44 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] ISSUES WITH SIMPLE PROTECT - MAX AVAILABLE ON CI APP IS 25K
Importance: High

Hi, I recently submitted (end of November) a life insurance app for this child and then attempted to do a $100K Child CI policy. Simple Protect did not allow me to apply for more than $25K – I entered in $100K and it kept bringing me back
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

I recently submitted (end of November) a life insurance app for this child and then attempted to do a $100K Child CI policy. Simple Protect did not allow me to apply for more than $25K – I entered in $100K and it kept bringing me back to $25K (see attached). I tried multiple times and deleted a few applications. Maybe make tech aware so this can be fixed immediately.

I sent this email to my New Business coordinator on November 28th, 2025, but I don’t think they ever made you guys aware. She just responded to me to advise WS Support. This was a child CI application. Max available should be $250,000, NOT $25K 

Please reach should you have any additional questions.


Luca Talarico, BCOMM 
Conseiller en sécurité financière/Financial Security Advisor 
Conseiller en assurance et rentes collectives/Group Insurance and Group Annuity Plans Advisor
Représentant en investissement/ Investment Representative
Services de Planification LT Inc./ LT Planning Services Inc. 
300 – 1350 Boul. Rene-Levesque O. 
Montréal, Québec H3G 1T4
(514)-931-4242 ext 2308 
Courriel:  Luca.Talarico@ltplanservices.com",True,2025-12-08T22:51:48.000+0000,False,False,005OH00000BFQFFYA5,2025-12-08T22:51:48.000+0000,005OH00000BFQFFYA5,2025-12-08T23:06:40.000+0000,005OH00000BFQFFYA5,2025-12-08T23:06:40.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ9GcYAK,False,,24372288,0030A0000029jViQAI,0010A000002w71hQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for final authentication,True,2025-12-08T21:50:21.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T21:39:15.000+0000,005OH00000BFPZHYA5,2025-12-08T21:50:41.000+0000,005OH00000BFPZHYA5,2025-12-08T21:50:41.000+0000,(905)479-5806,(416) 358-5323,xyang18@rogers.com,(905)479-2943,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQ9rjYAC,False,,24373205,0030A000006fgcAQAQ,001G000001kmjdFIAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected Calls,Medium,"Unable to hear the caller.
Agent sound recorded but not the caller's.",True,2025-12-08T21:59:42.000+0000,False,False,005OH00000AbCcLYAV,2025-12-08T21:57:06.000+0000,005OH00000AbCcLYAV,2025-12-08T21:59:42.000+0000,005OH00000AbCcLYAV,2025-12-08T21:59:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQAkXYAW,False,,24371780,0035o000004QLsMAAW,0015o000004zTVYAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T21:29:56.000+0000,False,False,005OH000003ds0PYAQ,2025-12-08T21:29:56.000+0000,005OH000003ds0PYAQ,2025-12-08T21:29:56.000+0000,005OH000003ds0PYAQ,2025-12-08T21:29:56.000+0000,(613)801-9063,,steveg234@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQCfuYAG,False,,24373457,003G0000018f7sfIAA,0010A000002wPyvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM data notification,Medium,"KB0022954
Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (2)
-Firm/MGA name: Ok
-Province of practice: N/A
-Used LogMeIn? Yes
-Advisor code(s): W0815/ W0638
-Caller email address:admin@gribbenfinancialgroup.ca

Call details: Caller received a notification for Data CRM downloading on WS.
>>>Advised that CRM data downloading is available for ADSL advisors only.

----------------------------------------EMAIL-------------------------------------
Hi Ana,

As discussed, only direct advisors have access to the data contained in their CRM extract. If you received an email and/or notification regarding this, please note that it serves solely as a reminder for the advisor.

Advisor can access the ""How to download and review your CRM data"" section of this Content Hub resource https://www.acp.canadalife.com/secure/more-adsl/technology/changes-to-workspace-crm.html

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T22:47:57.000+0000,False,False,005OH00000AbCcLYAV,2025-12-08T22:02:24.000+0000,005OH00000AbCcLYAV,2025-12-08T22:48:21.000+0000,005OH00000AbCcLYAV,2025-12-08T22:48:21.000+0000,(416) 499-5105,(416) 931-3506,sharon@gribbenfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQD7LYAW,False,,24372953,003G0000018f7YiIAI,0010A000002wPfYQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Delegate can't see apps on NBN,Medium,"*** DDS JAN/27/2026 ***  
We were CC’d in an email from user to DM. 
No response sent since email was not meant for us.
*** 

Shannon forwarded email on behalf of Judy. Judy can't see her advisors' submitted applications on the New Business dashboard; it's not clear if this is an issue on her ADSL or MGA account, but suspect ADSL based on 'We’ve reviewed (advisor's) “manage delegate” tab and could not find anywhere that would indicate access.'

KB0023226 - confirmed she has proper delegate access on both ADSL and MGA accounts. Suggested advisor preferences settings to start and asked clarifying questions to better understand what's going wrong for further digging if needed. 

--------------------------------------***DDS JAN/27/2026***-------------------------- 

Hello Judy,

We are Workspace Support. Once the Third party Access form has been process, if you require additional support with navigating the Workspace platform, please reach out at a date and time that is convenient to you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Service Leader
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Judy Shiwji <judy.shiwji@cowangroup.ca> 
Sent: January 28, 2026 12:26 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Scott, Rose <rose.scott@cowangroup.ca>; Workspace Support <WorkspaceSupport@canadalife.com>; Lee-Tran, Shannon <Shannon.Lee@advicecanada.com>
Subject: [EXT] RE: Advisor Access for Judy Shiwji - Case #24372953

Please find attached the signed 3rd party access form signed from the Firm principal, Marc Benoit. Thanks very much. Judy Shiwji | Insurance Sales and Service Associate | Cowan Financial Solutions 105 Main St E, Suite 602, Hamilton, ON L8N 1G6. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Please find attached the signed 3rd party access form signed from the Firm principal, Marc Benoit.

Thanks very much.

Judy Shiwji | Insurance Sales and Service Associate | Cowan Financial Solutions
105 Main St E, Suite 602, Hamilton, ON L8N 1G6. 
T: 289-919-3218
judy.shiwji@cowangroup.ca | cowangroup.ca
For more information about Cowan and our products and services, visit Cowan At A Glance.
This email is confidential. If you are not the intended recipient, please notify the sender by return email and delete this message from your mailbox without reading, copying or circulating it or any of its attachments. 

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: January 23, 2026 6:04 PM
To: Judy Shiwji <judy.shiwji@cowangroup.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Rose Scott <rose.scott@cowangroup.ca>; Workspace Support <WorkspaceSupport@canadalife.com>; Lee-Tran, Shannon <Shannon.Lee@advicecanada.com>
Subject: RE: Advisor Access for Judy Shiwji - Case #24372953

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.

Hi Judy.

The form will also need to be signed by the Firm principal (Marc Benoit) to grant you access to Robert Salvucci’s code W1412.  Please have Marc sign the form and return it back to us for processing. 

Regarding advisor code E7838, you already have access and have registered your user ID. You can proceed to register for Workspace if you haven’t already done so.

Thank you. 



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Judy Shiwji <judy.shiwji@cowangroup.ca> 
Sent: January 21, 2026 11:52 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Scott, Rose <rose.scott@cowangroup.ca>; Workspace Support <WorkspaceSupport@canadalife.com>; Lee-Tran, Shannon <Shannon.Lee@advicecanada.com>
Subject: [EXT] RE: Advisor Access for Judy Shiwji - Case #24372953

Please find attached the signed 3rd party access from the advisor – Robert Salvucci. It’s important that I have access as soon as possible to see his applications submitted and the new business and able to download and send any attachments. 

Please find attached the signed 3rd party access from the advisor – Robert Salvucci.

It’s important that I have access as soon as possible to see his applications submitted and the new business and able to download and send any attachments.
All preferences have been set up from before and we’ve double checked to ensure we are following all the steps.
Please let me know once this is completed or if you have any questions


Judy Shiwji | Insurance Sales and Service Associate | Cowan Financial Solutions
105 Main St E, Suite 602, Hamilton, ON L8N 1G6. 
T: 289-919-3218
judy.shiwji@cowangroup.ca | cowangroup.ca
For more information about Cowan and our products and services, visit Cowan At A Glance.
This email is confidential. If you are not the intended recipient, please notify the sender by return email and delete this message from your mailbox without reading, copying or circulating it or any of its attachments. 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 8, 2025 4:52 PM
To: Lee-Tran, Shannon <Shannon.Lee@advicecanada.com>; Judy Shiwji <judy.shiwji@cowangroup.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Rose Scott <rose.scott@cowangroup.ca>
Subject: RE: Advisor Access for Judy Shiwji - Case #24372953

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.

Hi Judy,

Is this happening on your ADSL/Direct Workspace login, or your MGA/Indirect Workspace login? Your delegate access is set up correctly for both, it would help to know which account you’re experiencing this with. Were you able to see applications in New Business before and it only recently stopped functioning, or have you never been able to see them? Does it seem like the screen is functioning to search for applications, and it’s simply not showing you any results? 

If Rob can see the recently-submitted application but only you can’t, there’s a chance Rob’s new business preferences aren’t set up correctly. Setting up new business preferences and enabling notifications – this is the guide for advisor preferences within New Business, if you’d like to check those and make sure everything looks correct. This is the most common reason that could prevent you from seeing applications, if you’ve checked this over and it appears to be correct please let us know. We may need to submit a ticket on your behalf. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Crystal H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Lee-Tran, Shannon <Shannon.Lee@advicecanada.com> 
Sent: December 5, 2025 12:47 PM
To: Shiwji, Judy <judy.shiwji@cowangroup.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Scott, Rose <rose.scott@cowangroup.ca>
Subject: RE: Advisor Access for Judy Shiwji 

Hi Judy,

Nice to hear from you, hope you’re doing well! 

I’ve copied @Workspace Support here as they will help with delegation questions related to the new business web application.

Thank you,

Shannon Lee-Tran (She/Her)
Business Development Associate | Advisor Solutions & Support
shannon.lee@advicecanada.com | 289-812-8806

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Judy Shiwji <judy.shiwji@cowangroup.ca> 
Sent: December 5, 2025 3:32 PM
To: Lee-Tran, Shannon <Shannon.Lee@advicecanada.com>; Scott, Rose <rose.scott@cowangroup.ca>
Cc: Scott, Rose <rose.scott@cowangroup.ca>; Lott, Carolyn <Carolyn.Lott@advicecanada.com>
Subject: [EXT] RE: Advisor Access for Judy Shiwji 

Hello, I have access to Rob Salvucci’s book of clients however, I do not have access to his New Business portal. He submitted an application and unfortunately, I cannot see or access any apps in new business and the status. We’ve reviewed his

Hello,
I have access to Rob Salvucci’s book of clients however, I do not have access to his New Business portal.  He submitted an application and unfortunately, I cannot see or access any apps in new business and the status.  We’ve reviewed his “manage delegate” tab and could not find any where that would indicate access.

Please set me up to view business status or let us know what else I need to do.

Thanks very much.

Judy Shiwji | Insurance Sales and Service Associate | Cowan Financial Solutions
T: 905.528.0193 or 1.800.463.5386|D:289.919.3218
judy.shiwji@cowangroup.ca | cowangroup.ca
For more information about Cowan and our products and services, visit Cowan At A Glance.
This email is confidential. If you are not the intended recipient, please notify the sender by return email and delete this message from your mailbox without reading, copying or circulating it or any of its attachments. 

From: Lee-Tran, Shannon <Shannon.Lee@canadalife.com> 
Sent: December 10, 2024 10:17 AM
To: Rose Scott <rose.scott@cowangroup.ca>
Cc: Rose Scott <rose.scott@cowangroup.ca>; Judy Shiwji <judy.shiwji@cowangroup.ca>; Lott, Carolyn <Carolyn.Lott@canadalife.com>
Subject: RE: Advisor Access for Judy Shiwji 

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.

Hi Rose,

You shared in our other email on December 5 that you had been working with Carolyn on setting up Judy as an advisor, although she would be performing duties both as an advisor and admin. Judy will be able to be set up for access to Rob’s book once she is fully onboarded as an advisor. We have received from your firm and submitted all requirements for onboarding. Today, Tom and Judy have been sent contracting paperwork for their review and signatures. Once we receive these back and they have been processed into our systems, our system access coordinators will reach out to provide set up for Judy to get access to our Canada Life systems. Once Just has successfully accessed her systems, Rob will be able to add her as a delegate.

Hope this helps. If you have any other questions, please let us know.

Thank you.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Shannon Lee-Tran (She/Her) 
Sales Support Associate | Advisor Solutions – Ontario Central West  
shannon.lee@canadalife.com  |  289-812-8806

From: Rose Scott <Rose.Scott@cowangroup.ca> 
Sent: December 10, 2024 9:59 AM
To: Lee-Tran, Shannon <Shannon.Lee@canadalife.com>
Cc: Scott, Rose <rose.scott@cowangroup.ca>; Judy Shiwji <judy.shiwji@cowangroup.ca>
Subject: [EXT] FW: Advisor Access for Judy Shiwji 
Importance: High

Hi Shannon, following up on the request to get Judy access to Rob Salvucci’s book of business. What is required. Thanks Rose Scott | Operations Manager. Wealth Management | Cowan Financial Solutions, Worldsource Financial Management Inc. 

Hi Shannon, following up on the request to get Judy access to Rob Salvucci’s book of business.  What is required.

Thanks 

Rose Scott | Operations Manager. Wealth Management | Cowan Financial Solutions, Worldsource Financial Management Inc.
T: 226-894-8917 |M: 519-500-5299

This email is confidential. If you are not the intended recipient, please notify the sender by return email and delete this message from your mailbox without reading, copying or circulating it or any of its attachments.
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc, sponsoring mutual fund dealer. Other Products and Services are offered through Cowan Insurance Ltd.



From: Rose Scott <Rose.Scott@cowangroup.ca> 
Sent: December 4, 2024 8:26 AM
To: Jain, Amita <Amita.Jain@canadalife.com>
Cc: Rose Scott <Rose.Scott@cowangroup.ca>
Subject: Advisor Access for Judy Shiwji 
Importance: High

Hi Amita, Rob Salvucci has a new assistant Judy Shiwji and I need to get her access to his clients for Canada Life, GWL and London Life.  There is urgency in getting her set up.

Judy’s information is a as follow 

Email: judy.shiwji@cowangroup.ca
Telephone number – 289-919-3218

Please let me know if you need anything else.

Thanks 


Rose Scott  | Operations Manager, Wealth Management  | Cowan Financial Solutions, Worldsource Financial Management Inc.
705 Fountain Street North, Cambridge, ON  N1R 5T2
T: 226-894-8917 |M: 519-500-5299
Rose.scott@cowangroup.ca cowangroup.ca
For more information about Cowan and our products and services, visit Cowan At A Glance.

This email is confidential. If you are not the intended recipient, please notify the sender by return email and delete this message from your mailbox without reading, copying or circulating it or any of its attachments. If you wish to unsubscribe from future electronic communications from Cowan Insurance Group and its subsidiary companies, please click here, or reply to this email and indicate “Unsubscribe” in the header.
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc, sponsoring mutual fund dealer. Other Products and Services are offered through Cowan Benefits Ltd./Cowan Financial Solutions.",True,2025-12-08T21:51:34.000+0000,False,False,005OH000002iN7pYAE,2025-12-08T21:51:34.000+0000,005OH00000BFQFFYA5,2026-01-29T16:51:03.000+0000,005OH000002iN7pYAE,2026-01-29T16:51:03.000+0000,(519)756-9560,(905) 869-2818,rob.salvucci@cowangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQDP3YAO,False,,24372314,003G0000018f7LWIAY,0010A000002wPRCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,OrderXpress – Missing Option for “10% Free + Matured” Units in WOR Switches,Medium,"Ticket Summary

Betty Thomas reports that when processing WOR switches in Investment Centre via OrderXpress, she can select Free Units but does not see an option for “10% Free + Matured” units as referenced in previous guidance. It is unclear whether matured units should appear as a separate option or be included when selecting Free Units. Screenshots and session details will be required to confirm if this is a UI issue or a feature limitation.

========================emails==================

Hi Catherine,

Thank you for contacting Workspace Support.

We’re assisting Betty with her query regarding WOR switches in Investment Centre. In your previous email, you mentioned selecting the option for “10% free + matured” and that the system can now pull matured units as well.

Could you please confirm:
•	Should there be a separate option titled “Matured Units” in OrderXpress?
•	Or does selecting the “Free Units” checkbox automatically include matured units?

This will help us guide Betty correctly and determine if there is a system issue.

Thank you for your assistance.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Horst, James <James.Horst@canadalife.com> 
Sent: Friday, December 5, 2025 2:02 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Thomas, Betty Ann <betty@michaelthomascfp.com>
Subject: FW: Switches for Michael / Suzanne Comuzzi

Good afternoon @Workspace Support 

Looking for help for Betty here as she is unable to select F&M units when processing WOR switches (this is regardless or client or policy and is for all policies).

Is there a setting or something else that might be causing the issue? 

Thank you kindly 😊 

 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 

James Horst 
Client Service Specialist 
Wealth Operations, Individual Customer, (T4245B)
Phone: (519) 435-4332 James.Horst@canadalife.com 
 
 
 
 
From: Betty Thomas <betty@michaelthomascfp.com> 
Sent: December 5, 2025 1:04 PM
To: Keron, Catherine <Catherine.Keron@canadalife.com>
Subject: [EXT] RE: Switches for Michael / Suzanne Comuzzi
 
Hi Catherine ……TGIF 😊 Thank you for your follow-up email …. . apologies for my delay in replying !. . been a crazy week. I have again checked Workspace “Process navigator” for Seg fund Switch processing & only see info for fund to fund
 
Hi Catherine ……TGIF 😊
 
Thank you for your follow-up email ….. apologies for my delay in replying !..been a crazy week.
 
I have again checked Workspace “Process navigator” for Seg fund Switch processing & only see info for fund to fund and 10%free.
 
Also, our Investment Centre “Order Xpress” does not provide an option for ‘10% free + matured’.
 
 
I have always understood that ‘Free & Matured’ would need to be processed at HO and have submitted previous request either through Workspace of AdvisorDirect scan.
 
Again, sorry if I am missing something here.
 
Thanks again & have a great weekend!
 
Season’s Greetings
 
 
 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note, your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.] 
 
 
From: Keron, Catherine <Catherine.Keron@canadalife.com> 
Sent: December 1, 2025 4:15 PM
To: Betty Thomas <betty@michaelthomascfp.com>
Cc: Michael Thomas <mike@michaelthomascfp.com>
Subject: RE: Switches for Michael / Suzanne Comuzzi
 
Hi Betty
 
I’m told that you would do this same as you would any other wire order switch, but you would select the option for ‘10% free + matured’.  The system has the capability now to pull the mature units as well, I think previously it would only pull the 10% free amounts. 
 
Hope that helps – let me know if you need anything else. 
 
Thanks and have a great night,
 
 
 
 
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.
 
Catherine Keron 
Sr. Customer Service Specialist  |  Wealth Operations, Individual Customer T424 5B

catherine.keron@canadalife.com  |  226-316-1450
 
<image002.gif>

 
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Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
From: Betty Thomas <betty@michaelthomascfp.com> 
Sent: November 27, 2025 4:47 PM
To: Keron, Catherine <Catherine.Keron@canadalife.com>
Cc: Thomas, Michael <mike@michaelthomascfp.com>
Subject: [EXT] RE: Switches for Michael / Suzanne Comuzzi
 
Hi Catherine, Just left you a phone message …. . Thank you again for your help & processing these requests! I have reviewed process navigator & do not see any information on processing 10% free + Mature switch…only the 10%
 
Hi Catherine,
 
Just left you a phone message ….. Thank you again for your help & processing these requests!
 
I have reviewed process navigator & do not see any information on processing 10% free + Mature switch…only the 10% free.
.. 
In situations when we know there are no remaining DSC fees (as with these 3 plans) please advise how I should have processed…..So I can be sure to handle correctly in the future.
 
Thanks again !
 
<image006.png>
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note, your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.] 
 
 
From: Keron, Catherine <Catherine.Keron@canadalife.com> 
Sent: November 27, 2025 3:47 PM
To: Betty Thomas <betty@michaelthomascfp.com>
Cc: Michael Thomas <mike@michaelthomascfp.com>
Subject: Switches for Michael / Suzanne Comuzzi
 
HI Betty Ann & Michael
 
I received 3 switch forms for the above clients’ RSPs this afternoon, requesting to move all free/mature units to FEL. 
 
Since it nearing 4pm, I have processed these for you as a courtesy.  In the future, please enter these switches on Investment Centre.  Free/mature unit switches can be entered on IC now.
 
Thanks,
 
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.
 
Catherine Keron 
Sr. Customer Service Specialist  |  Wealth Operations, Individual Customer T424 5B

catherine.keron@canadalife.com  |  226-316-1450
 
<image002.gif>",True,2025-12-19T21:06:09.000+0000,False,False,0055o000001zVCKAA2,2025-12-08T21:39:51.000+0000,0055o000001zVCKAA2,2025-12-19T21:06:09.000+0000,0055o000001zVCKAA2,2025-12-19T21:06:09.000+0000,(705) 254-1988,(705) 541-8605,bettyann.thomas@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQFU7YAO,False,,24374092,003OH00000YLjQ2YAL,001OH00000hLMG7YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T22:16:56.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T22:16:56.000+0000,005OH000004Ir1xYAC,2025-12-08T22:16:56.000+0000,005OH000004Ir1xYAC,2025-12-08T22:16:56.000+0000,(403)299-5236,,dustin.yeager@rbc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQFU9YAO,False,,24374655,003G0000018f6bUIAQ,0010A000002wOYmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,SimpleProtect Client Link Issues,Medium,"Client couldn't complete the health/lifestyle questionnaire and sign the app, link is now invalid. Ali has already tried the self-serve options as indicated in the email attachment he included, which are the same as shown in KB0021645. As KB indicates authentication is required, followed new email process to request user call us at his convenience. 

*****Email sent Dec 8 2025*****
Hello Ali, 

Thanks for reaching out to Workspace Support for help with SimpleProtect. 

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F. 

As you’ve already tried the self-serve options indicated in the email to re-send the email link to your client, we’ll need to authenticate you over the phone to get a new link.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Crystal H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


From: Rahman Ali <rahman@alifinancialgroup.ca> 
Sent: December 8, 2025 5:06 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Pending application 60924000-8 - Case #24374655
Importance: High

Good morning. The email cannot be resent as requested from the item attached. Please help. Thanks. RAHMAN ALI CLU MBA Ali Financial Group 45 Weybridge Trail Brampton ON L6V 3S3 Email: rahman@ alifinancialgroup. ca Web: alifinancialgroup. ca Cell: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning.

The email cannot be resent as requested from the item attached. Please help. Thanks.

RAHMAN ALI  CLU MBA
Ali Financial Group
45 Weybridge Trail
Brampton ON L6V 3S3
Email: rahman@alifinancialgroup.ca
Web:  alifinancialgroup.ca
Cell:   (416) 568-5264

Click here to Book a meeting with Rahman Ali (Ali Financial Group)


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This email (including any attachments) is intended only for the use by the person(s) to whom it is addressed and may contain confidential information. If this email is not addressed to you, note any circulation, distribution or copying of this email (including attachments) is strictly prohibited. If you have received this email in error, please notify me immediately and permanently delete the original email (including attachments) and any electronic or printed copy of it.

P.S.: The greatest compliment you can give is a referral. If you have any friends, family, or colleagues looking into life insurance,critical illness insurance, disabilty insurance or investments, please pass along my information.",True,2025-12-08T22:32:26.000+0000,False,False,005OH00000BFQFFYA5,2025-12-08T22:32:26.000+0000,005OH00000BFQFFYA5,2025-12-08T23:06:24.000+0000,005OH00000BFQFFYA5,2025-12-08T23:06:24.000+0000,(416)568-5264,(416) 568-5264,rahman@alifinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQFkDYAW,False,,24372815,003OH00000Syv0DYAR,001OH00000ZHNSeYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User needed assistance with registering for Workspace. 

Email: davidb@wpg-plan.com
User name: DBOKSER 
Advisor code: H7435

******************************************************
Good afternoon, David

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with registering for Workspace. During Workspace login it will now request a confirmation through the Salesforce authenticator.  

If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T21:59:43.000+0000,False,False,005OH00000BG5v4YAD,2025-12-08T21:49:07.000+0000,005OH00000BG5v4YAD,2025-12-08T21:59:43.000+0000,005OH00000BG5v4YAD,2025-12-08T21:59:43.000+0000,(204)926-7588,,ben@wpg-plan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQHfaYAG,False,,24374116,0030A0000029VXzQAM,0010A000002vvR1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T22:17:31.000+0000,False,False,005OH000006owoYYAQ,2025-12-08T22:17:31.000+0000,005OH000006owoYYAQ,2025-12-08T22:17:32.000+0000,005OH000006owoYYAQ,2025-12-08T22:17:32.000+0000,(306)280-1804,,vic@jdon.ca,(306)242-1804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQIBsYAO,False,,24374955,003G0000018f6lNIAQ,0010A000002wOn7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP app issue,Medium,"***DDS Dec.8/2025***
Did a logmein session and observed the SP app would not let the user proceed even though all the necessary fields were filled in. Reached out to the assist line who concluded this needed to be escalated to L2. Did a warm transfer and had the User speak with the L2 directly.

** Called user back with a fix for the issue he was having, he said he would try that fix and reach back out to us if it doesn't work.

REF KB: KB0023222",True,2025-12-08T23:09:06.000+0000,False,False,005OH00000BFQFBYA5,2025-12-08T22:41:37.000+0000,005OH00000BFQFBYA5,2025-12-08T23:50:03.000+0000,005OH00000BFQFBYA5,2025-12-08T23:50:03.000+0000,(604)607-3585,(604) 607-3585,alexander@alexanderpotter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQIDSYA4,False,,24373546,0030A0000029f5UQAQ,0010A000002w3JeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T22:04:20.000+0000,False,False,005OH00000BfonJYAR,2025-12-08T22:04:20.000+0000,005OH00000BfonJYAR,2025-12-08T22:04:20.000+0000,005OH00000BfonJYAR,2025-12-08T22:04:20.000+0000,(604)276-8081,(604) 377-2328,joann.yu2@gmail.com,(800)935-4832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQIDXYA4,False,,24375138,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T22:47:20.000+0000,False,False,005OH000005URvxYAG,2025-12-08T22:47:20.000+0000,005OH000005URvxYAG,2025-12-08T22:47:20.000+0000,005OH000005URvxYAG,2025-12-08T22:47:20.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQIgWYAW,False,,24374461,0035o00000670j4AAA,0015o000006fSQyAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T22:27:07.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T22:27:07.000+0000,005OH000004Ir1xYAC,2025-12-08T22:27:07.000+0000,005OH000004Ir1xYAC,2025-12-08T22:27:07.000+0000,(403)894-7258,,insurement.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQKYfYAO,False,,24374640,0030A0000029k4bQAA,0010A000002w7SsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"KB0020560 - Assisted the advisor in making sure that he is using the correct details when trying to sign in to workspace.
==================

Hi Garry,

Thank you for contacting the workspace support about getting an error when trying to sign in to workspace.

We have updated your access at the back end and make sure that you are putting in the correct details when trying to sign in to workspace. We can also confirm that you regain your access back to workspace.

Appreciate your time calling us today and your patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-08T22:44:19.000+0000,False,False,005OH00000BFPZHYA5,2025-12-08T22:31:57.000+0000,005OH00000BFPZHYA5,2025-12-08T23:26:24.000+0000,005OH00000BFPZHYA5,2025-12-08T23:26:24.000+0000,(902)429-2422,(902) 449-9425,gmacneil@himmelman.ca,(902)429-0807,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQKYgYAO,False,,24374926,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T22:40:49.000+0000,False,False,005OH000005URvxYAG,2025-12-08T22:40:49.000+0000,005OH000005URvxYAG,2025-12-08T22:40:49.000+0000,005OH000005URvxYAG,2025-12-08T22:40:49.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQLMcYAO,False,,24374342,0030A0000029WUJQA2,0010A000002vwCsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login,Medium,"*12/8*
----------------

Wynn Sweatman
c0583
e780

i cannot get into Workspace, almost everytime i log in i have the same problem.
walked the user through the sign in process, 
they got to the point where they needed to change their password and then requested LMI
when we navigated to workspace on their PC it went right to the overview page
signed out and were able to walk them through the sign in process successfully, 
made sure pw is updated in browser, advised pw resets are typically done every 90 days so if they only log in a couple times every couple of months it can seem like its ""everytime""
user able to sign in successfully more than once

*email*
----------------
Good afternoon Wynn, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace but keep having the same issue with Workspace where it prompts to change your password. We were able to help guide you through the process by connecting directly to your pc and assisting with navigation. We made sure the newly entered password was updated in your browser and if they only log in 1 or 2 times every 90 days it may prompt for a password reset once every 90s day; at the end of the call, you were able to log into Workspace without error. If you have any questions or concerns, please reply to this email

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T00:36:23.000+0000,False,False,005OH000008919xYAA,2025-12-08T22:24:07.000+0000,005OH000008919xYAA,2025-12-09T00:36:23.000+0000,005OH000008919xYAA,2025-12-09T00:36:23.000+0000,(204)946-3540,,wynnsweatman@outlook.com,(204)947-2438,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQMDrYAO,False,,24374328,0030A000002QZPlQAO,0010A000003D857QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T22:23:35.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T22:23:35.000+0000,005OH000004Ir1xYAC,2025-12-08T22:23:36.000+0000,005OH000004Ir1xYAC,2025-12-08T22:23:36.000+0000,(403)966-9725,,jackieye@affinityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQN1pYAG,False,,24374189,0030A0000029mxJQAQ,0010A000002w9scQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T22:19:39.000+0000,False,False,005OH000004Ir1xYAC,2025-12-08T22:19:39.000+0000,005OH000004Ir1xYAC,2025-12-08T22:19:39.000+0000,005OH000004Ir1xYAC,2025-12-08T22:19:39.000+0000,(403)284-0494,,chris.franklin@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQPTXYA4,False,,24376347,0030A0000029VdOQAU,0010A000002vvVrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T23:34:16.000+0000,False,False,005OH00000BfjndYAB,2025-12-08T23:34:16.000+0000,005OH00000BfjndYAB,2025-12-08T23:34:17.000+0000,005OH00000BfjndYAB,2025-12-08T23:34:17.000+0000,(604)535-3367,(604) 787-3359,rick@crsfinancial.ca,(604)535-3302,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQQ1LYAW,False,,24375063,003OH00000Ye0FYYAZ,001OH00000hxHDtYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T22:45:11.000+0000,False,False,005OH000005URvxYAG,2025-12-08T22:45:11.000+0000,005OH000005URvxYAG,2025-12-08T22:45:11.000+0000,005OH000005URvxYAG,2025-12-08T22:45:11.000+0000,(587)416-5775,,cori@privatelaneadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQSj5YAG,False,,24376158,003G0000018f6xCIAQ,0010A000002wOzqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DSFA assistance,Medium,"***DDS Dec.8/2025***
User was stuck on a page when completing her DSFA, did a logmein session and was able to troubleshoot and resolve the issue.

*****Email*****
Hello Wendy,

Thanks for calling the Workspace Support team, it was a pleasure speaking to you today regarding the Digital Seg- Fund Application you were working on.

Glad we were able to resolve the issue with the error that was coming up when trying to proceed with the application.
If you have any other questions, or if the issue persists - please don’t hesitate to reach out to us and we will be happy to assist you!

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great night!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-08T23:43:27.000+0000,False,False,005OH00000BFQFBYA5,2025-12-08T23:25:41.000+0000,005OH00000BFQFBYA5,2025-12-08T23:44:15.000+0000,005OH00000BFQFBYA5,2025-12-08T23:44:15.000+0000,(613)771-1244,,wendy.riley@rileyfinancial.ca,(613)902-5093,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQV5pYAG,False,,24375395,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login account unlock,Medium,"*12/8*
----------------

MICHAEL GUSHNOWSKI
pressing 1 for english but they were getting IVR in french

A0361
unlocked account in salesforce
walked user through log in in LMI and showed them how to use the authenticator app across different browsers because they changed their password in from a link in their email account in google 
disconnected authenticator app to try to install it on chrome but Telus is preventing extensions installed on chrome
reinstalled on edge 
user can log into WOrkspace again

*email*
----------------
Good afternoon Michael, 

Thank you for contacting the Workspace Support Team with your login issue. 

You wanted to log into Workspace but were unable to sign in. This was due to your account being locked. We were able to unlock the account and guide you through the log in process successfully. You also received error p051 on a segfund, this was due to the fund being zero balance. If you have any questions or concerns, please reply to this email. 

ps remember to use Edge Browser for Workspace

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T00:25:54.000+0000,False,False,005OH000008919xYAA,2025-12-08T22:56:01.000+0000,005OH000008919xYAA,2025-12-09T00:25:54.000+0000,005OH000008919xYAA,2025-12-09T00:25:54.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQVQpYAO,False,,24376436,0030A0000029c9pQAA,0010A000002w0yBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T23:38:28.000+0000,False,False,005OH00000BfjndYAB,2025-12-08T23:38:28.000+0000,005OH00000BfjndYAB,2025-12-08T23:38:28.000+0000,005OH00000BfjndYAB,2025-12-08T23:38:28.000+0000,(604)465-3522,,darren.shellborn-birch@edwardjones.com,(855)750-1039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQVXGYA4,False,,24376736,0035o000004POq4AAG,0015o000004yXyUAAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,SVOA Reg Error W1528 - INC1932251,Medium,"*** DDS 29DEC2025 *** INC1947310 SO delegation issue resolved

*** DDS 15DEC2025 ***
advised user they should be able to complete registration now that DAS has applied a fix, advised to call if there are further issues

*** DDS 09DEC2025 ***
INC1932251 submitted

Katy is trying to register for her SVOA WS access and getting ERR-W1528. Email was originally sent on Nov 24th to us by DM, they are reaching out again for an update. 

Went hunting for original email/case and found it categorized with Fatima and filed in the w/e Nov 28 folder. No existing cases for this issue and email doesn't appear to have been responded to, so I have no idea what's happening. It looks like it was categorized/filed and never handled, so I'm playing dumb in my response 😬

KB0020538 indicates a ticket is needed, as ERR-W1258 is a code no longer in use. 

*****Email sent Dec 8 2025*****

Good morning Kate,

We have heard back from our Digital Hub team, they have made a correction to several of the accounts under Tyson’s GWL code, and your delegation issue should now be resolved (55 accounts were missing). Please note that there are some clients that Tyson will see under the Service Only account that you will not as they don’t have any policies associated with the clients. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Kate,

Thank you for following up and for confirming that your Service Only account registration is completed. I can confirm that code M9188 that you have TPA to is linked to Tyson’s GWL code 118060. For Service Only delegation, it is expected that it can take 48hrs after registration is completed before you will be able to see client accounts. Please let me know if you are still unable to view client accounts on Wed and if you can provide a policy example that you should be able to see, that would be helpful as well. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Kate van Kesteren <kate@accomplishinsurance.com> 
Sent: December 15, 2025 1:20 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Tyson Russell <tyson@accomplishinsurance.com>
Subject: [EXT] RE: Issue Registering for Second Workspace - New Account Required for Service Only Code 118060 - Case #24376736/INC1932251

Thank you for all your help so far. I’ve successfully logged in to Workspace Serv Only, but I’ve run into another issue. There is no client information yet. I called the number below, and they advised me to wait up to 5 business days for the
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you for all your help so far. I’ve successfully logged in to Workspace Serv Only, but I’ve run into another issue. There is no client information yet. I called the number below, and they advised me to wait up to 5 business days for the data to funnel in.

During the call, we discovered that my new Workspace account is linked to M9188 (which I understand is a commission transfer code) rather than the Serv Only code 118060, as per my initial request.

Could you clarify:

•	Why is the Workspace account linked to M9188 instead of 118060?
•	Will all clients connected to 118060 still funnel through?

I understand that 118060 is inactive/terminated, but we still use this code for verification when calling Canada Life’s in-force policy service. We have a long list of policies still connected to this code. 

Thanks again, 

Kate van Kesteren, Client Services Manager
Accomplish Insurance Services
Call/Text: 250-861-5433

We are excited to announce that we are now working remotely and conducting most meetings via web-video. Please note our new mailing address:
3036 Lowe Crt, Kelowna, BC V1Y 8L4

Hello Kate,

I am reaching out from Workspace Support as we received an update that a correction has made to your Service Only account and you should be able to move forward with completing the Workspace account registration now that the fix has been applied. If you run into any further issues, please give us a call at the number below so we can assist you further. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hi Jiwan, 

I’ve requested this be escalated to our level 2 support for handling; that error code is no longer in use, we’ll need to submit a ticket for investigation as it seems like something strange may be happening. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Crystal H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 8, 2025 8:03 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: Issue Registering for Second Workspace - New Account Required for Service Only Code 118060
Importance: High

Hi team,

Can you please advise if there is any update on the below request since the requestor is looking for any update?

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November-24-25 01:11 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: Issue Registering for Second Workspace - New Account Required for Service Only Code 118060
Importance: High

Hi team,

Can you please assist Kate on the below Service Only Workspace Access registration issues with the email address?

I believe that they can use the same email for up to three channels when registering for Workspace if the email address is used by the same individual. However, Kate is facing issues with registering for Service Only Workspace Access even if she was able to complete with creating her user ID - MRSKVK.

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Kate van Kesteren <kate@accomplishinsurance.com> 
Sent: November-24-25 11:19 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Issue Registering for Second Workspace - New Account Required for Service Only Code 118060
Importance: High

Good morning Jiwan, I successfully registered for a User ID on Friday and waited the required 48 hours. Today, I attempted to register for Workspace but encountered an error: “email is already in use. ” This may be because I already have Workspace
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Good morning Jiwan,

I successfully registered for a User ID on Friday and waited the required 48 hours. Today, I attempted to register for Workspace but encountered an error: “email is already in use.”

This may be because I already have Workspace access for Tyson’s code, MGA 51719. To clarify, I’m trying to set up a second, separate Workspace account for Serv Only code 118060.

Could you advise on how to proceed?

Thank you!

I got this error message: 

 

Regards,
 
AccomplishInsurance.com

Tyson Russell Estate and Business Planning Services Ltd. dba Accomplish Insurance Services. 
302 – 2755 Tutt Street Kelowna BC V1Y 0G1






From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 20, 2025 5:45 AM
To: Kate van Kesteren <kate@accomplishinsurance.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: New Account Required for Service Only Code 118060

Hello Kate,

Workspace registration process consists of two steps. First, you will need to Register for a User ID (formerly RepNet ID). Once you are done with creating your User ID, you then need to wait for 48 hours to move onto the next step - Register for Workspace. 

If you have any question on how to complete the above steps, you can reach out to Workspace Support team workspacesupport@canadalife.com for further assist.

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Kate van Kesteren <kate@accomplishinsurance.com> 
Sent: November-19-25 12:09 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: New Account Required for Service Only Code 118060

Thanks, Jiwon. I received the email with my registration information and activation code. Do I need to Register for a User ID first and then Register for Workspace, or can I use the registration information I received to go straight to registering

Thanks, Jiwon. I received the email with my registration information and activation code. Do I need to Register for a User ID first and then Register for Workspace, or can I use the registration information I received to go straight to registering for Workspace?

Thanks again for your help! 

Regards,

Kate van Kesteren, Client Services Manager
Accomplish Insurance Services
Call/Text: 250-861-5433

We are excited to announce that we are now working remotely and conducting most meetings via web-video. Please note our new mailing address:
3036 Lowe Crt, Kelowna, BC V1Y 8L4

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 18, 2025 8:37 AM
To: Kate van Kesteren <kate@accomplishinsurance.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Tyson Russell <tyson@accomplishinsurance.com>
Subject: RE: New Account Required for Service Only Code 118060

Hi Kate,

I have completed your request and sent a registration letter in a separate email as it contains a confidential information (e.g. activation code). You will be able to start a registration process effective tomorrow.

Thank you kindly,


Want to help improve the third-party access (TPA) process?
We’re inviting you to join a short online feedback session to share your experience and to test drive some new ideas.
What’s involved?
•	A 45-minute online session via Microsoft Teams
•	No preparation is required
•	Flexible dates
Book your session now 

Your input will help shape a better experience for all Advisors!


Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Kate van Kesteren <kate@accomplishinsurance.com> 
Sent: November-18-25 10:25 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: New Account Required for Service Only Code 118060

Thanks. Form submitted. What is the next step? I’m assuming I will receive a username / new ID by email in the coming days? Regards, Kate van Kesteren, Client Services Manager Accomplish Insurance Services Call/Text: 250-861-5433 We are excited

Thanks. Form submitted. What is the next step? I’m assuming I will receive a username / new ID by email in the coming days? 

Regards,

Kate van Kesteren, Client Services Manager
Accomplish Insurance Services
Call/Text: 250-861-5433

We are excited to announce that we are now working remotely and conducting most meetings via web-video. Please note our new mailing address:
3036 Lowe Crt, Kelowna, BC V1Y 8L4

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 18, 2025 6:19 AM
To: Kate van Kesteren <kate@accomplishinsurance.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: New Account Required for Service Only Code 118060

Hi Kate,

You can put your name under the advisor name in the form. I will ensure to provide TPA to you for Tyson Russell (his code 118060) – Please ensure to enter all Gold Key advisor codes for which Workspace access is required if there is any other.

Thank you kindly,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Kate van Kesteren <kate@accomplishinsurance.com> 
Sent: November-17-25 04:22 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: New Account Required for Service Only Code 118060

Hi Jiwon, Thank you for your email. To clarify, Tyson Russell already has access to Service Only Workspace for code 118060. It is me, his licensed assistant, who needs to establish access! Tyson & I looked at the form together – should I

Hi Jiwon, 

Thank you for your email. To clarify, Tyson Russell already has access to Service Only Workspace for code 118060. It is me, his licensed assistant, who needs to establish access!

Tyson & I looked at the form together – should I fill it out using my information? 

Regards,

Kate van Kesteren, Client Services Manager
Accomplish Insurance Services
Call/Text: 250-861-5433

We are excited to announce that we are now working remotely and conducting most meetings via web-video. Please note our new mailing address:
3036 Lowe Crt, Kelowna, BC V1Y 8L4

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 17, 2025 10:35 AM
To: Kate van Kesteren <kate@accomplishinsurance.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Tyson Russell <tyson@accomplishinsurance.com>
Subject: RE: New Account Required for Service Only Code 118060

Hi Kate,

Thank you for your email.

To request Service Only Workspace access for the code 118060, please have Tyson Russell submit the request using the following link: Service only Workspace access request form

We will ensure that it is properly handled once we receive.

Thank you,

Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Kate van Kesteren <kate@accomplishinsurance.com> 
Sent: November-17-25 01:10 PM
To: Contracts&Licensing@canadalife.com
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Tyson Russell <tyson@accomplishinsurance.com>
Subject: [EXT] New Account Required for Service Only Code 118060
Importance: High

Hi there, I am Tyson Russell’s licensed assistant (he is cc’d on this email. ) I was instructed to reach out to the contracts and licensing team for help. Tyson Russell already has Workspace access accounts for his two producer codes: 

Hi there,

I am Tyson Russell’s licensed assistant (he is cc’d on this email.) I was instructed to reach out to the contracts and licensing team for help. 

Tyson Russell already has Workspace access accounts for his two producer codes: MGA 51719 and Service Only Agreement 118060. I only have access to Workspace for MGA 51719. I need to set up a new account and Workspace user ID (connected to kate@accomplishinsurance.com) for our Service Only code 118060.

Thank you for your assistance!

Regards,

Kate van Kesteren, Client Services Manager
Accomplish Insurance Services
Call/Text: 250-861-5433

We are excited to announce that we are now working remotely and conducting most meetings via web-video. Please note our new mailing address:
3036 Lowe Crt, Kelowna, BC V1Y 8L4",True,2025-12-15T14:07:24.000+0000,False,False,005OH000006wv2TYAQ,2025-12-08T23:55:00.000+0000,005OH00000BFQFFYA5,2025-12-29T13:09:42.000+0000,005OH000006wv2TYAQ,2025-12-29T13:09:42.000+0000,(250)861-5433X101,,kate@accomplishinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQVtuYAG,False,,24377226,003G0000018f6q2IAA,0010A000002wOrlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"Known Issue : Workspace Policy Summary Data Issues – Missing Owner Address, Role, and % of Benefit (Reference: INC1557521)",Medium,"Known Issue : Workspace Policy Summary Data Issues – Missing Owner Address, Role, and % of Benefit (Reference: INC1557521)

====================emails===================
Hi Todd, 

We appreciate you bringing this to our attention and understand how frustrating this can be when reviewing summaries with clients. Here’s some clarification on the concerns you raised:

•	Owner’s mailing address: For certain London Life Term and Par policies, the policy owner address is not currently available in the Product Details section. This is a known limitation due to the legacy system. The address will become visible once these policies are migrated to the new database. Unfortunately, we do not have an exact timeline for when this migration will be completed.
•	Role and % of benefit: This is also a known issue. For FM policies, the role and percentage of benefit are displayed in the name field as a workaround. At present, there is no alternative fix until system enhancements are implemented.

We recognise that these limitations impact the professionalism of printed summaries and your ability to present accurate information to clients. Our teams are actively working on long-term solutions to resolve these issues as part of ongoing system integration efforts.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Polmateer, Tanya <Tanya.Polmateer@canadalife.com> 
Sent: Monday, December 8, 2025 8:15 AM
To: Babcock, Todd <todd@taves.ca>
Cc: Roberts, Mark <Mark.Roberts@advicecanada.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: SEVAT FW: 7124562-7 & 8381090-7 - CHRIS J FLATEN

Good Morning Todd

Thank you for the additional feedback.     

To clarify, the amalgamation of companies is not related to this issue. The policies currently residing on the legacy system will be corrected as part of the migration process to the new platform. This migration is already in progress and includes a thorough review to ensure accuracy and compliance.

I’ve copied Workspace Support on this email so they can provide further technical details regarding the migration timeline and any specific steps being taken to address these discrepancies.

The contact e-mail address for workspace support is WorkspaceSupport@canadalife.com.

Thank you 

Tanya Polmateer (she/her/elle)
Resolution Management Team Coordinator | Insurance Operations, In-Force Policy
Coordonnatrice gestion des resolutions | Exploitation Assurance, Policies en vigueur


Tanya.Polmateer@canadalife.com  Phone: 226-316-1461 | Toll Free /sans frais 1-844-363-5956

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Todd Babcock <todd@taves.ca> 
Sent: December 4, 2025 5:39 PM
To: Polmateer, Tanya <Tanya.Polmateer@canadalife.com>
Cc: Roberts, Mark <Mark.Roberts@advicecanada.com>
Subject: [EXT] RE: SEVAT FW: 7124562-7 & 8381090-7 - CHRIS J FLATEN

Hello Tanya, Thanks for the information below; however, on workspace it is still not showing correctly. All of the issues on the summary are the same on Workspace. The problem lies in when printing summaries, the information is incorrect. Which
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Hello Tanya,

            Thanks for the information below; however, on workspace it is still not showing correctly.  All of the issues on the summary are the same on Workspace.  The problem lies in when printing summaries, the information is incorrect.  Which doesn’t look good or professional when reviewed with clients.  I have included an example summary from Workspace.  As you can see, having not available for Owner’s mailing address, ROLE, and % of benefit is a problem.  So how then does this get rectified?  I send emails to inforce home office EVERY DAY to fix these things as it is out of my control.  A good portion of time, I get an email back saying resolved but it isn’t resolved.  Just like for Chirs Flaten.  Look at his statement and there are three things wrong on it.  Clients see this in reviews and it’s hard when client is laughing about Owner’s mailing address is not available. “Doesn’t Canada Life have my address?  I have only lived here for 25 years”.  Though on system, it shows their address in one part but look at the summary.  These summaries are the only thing as advisors we can use and with the errors, it’s just terrible.   As a Resolution Management Team Coordinator, how does this get fixed?  I have sent numerous emails to my Director Mark and I am sure he is sick and tired of getting these emails, just as I am tired of the time, money, effort, and support it takes to keep notifying home office, and trying to fix issues for the clients.

            I can appreciate that Workspace environment is unable to properly feed data from the legacy system but how does it get fixed?  Our companies amalgamated over five years ago and I am still having to apologize to clients about the back end mess and trying to get the systems correctly showing.  Honestly, its embarrassing.  I  am sure I am not the only advisor who is extremely frustrated.  I have been with the company over 30 years and with the amount of money Canada Life has, why can’t they get things right?  Does no one check to see if the systems will properly feed or work together BEFORE processing or implementing things?  For the past five years, I have been dealing with managers who tell me home office is working on these things, etc etc.and it will get rectified soon.  

            Believe it or not, I am biting my tongue and holding back words.  My primary role as an advisor is to bring new business in for the company.  I have a sales contract with the company, not an administration one.  No one else can bring business into the company but licenced advisors.  My role for the last six months has been trying to fix my clients due to Workspace and Canada Life problems.

       
Todd M. Babcock,  CFP, CLU, CHS, CPCA, FMA, EPC
Certified Financial Planner
Investment Representative
TAVES Legacy Planning , affiliated with Canada Life
Quadrus Investment Services Ltd. 
Member of the Million Dollar Round Table
Trust Advice Value Experience Service TM
Planning for generations TM
Todd’s contact information:
5977 168A St
Surrey, BC  V3S 9A3 
Office Phone: 604-575-0769 
Cell Phone: 604-763-7542
Email: todd@taves.ca
Website: www.taves.ca
  
If you no longer want to receive these messages, click the word 'unsubscribe' to email a request to me. 
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From: Polmateer, Tanya <Tanya.Polmateer@canadalife.com> 
Sent: December 4, 2025 4:31 AM
To: Todd Babcock <todd@taves.ca>
Cc: Roberts, Mark <Mark.Roberts@advicecanada.com>
Subject: RE: SEVAT FW: 7124562-7 & 8381090-7 - CHRIS J FLATEN

Good Morning Todd

Thank you for your patience. 

At this time, the Workspace environment is unable to properly feed data from the legacy system that currently houses policies 7124562-7 & 8381090-7, which may cause the beneficiary designation to appear differently in a summary when produced.
 
For the client's peace of mind, I have attached a current Annual Policy Statement provided to policy owners at the anniversary date of the policy. This document reflects the correct beneficiary designation. 

Please let me know if you have any other questions. 

Thank you

Tanya Polmateer (she/her/elle)
Resolution Management Team Coordinator | Insurance Operations, In-Force Policy
Coordonnatrice gestion des resolutions | Exploitation Assurance, Policies en vigueur


Tanya.Polmateer@canadalife.com  Phone: 226-316-1461 | Toll Free /sans frais 1-844-363-5956

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Polmateer, Tanya 
Sent: November 26, 2025 12:50 PM
To: 'Todd Babcock' <todd@taves.ca>; Roberts, Mark <Mark.Roberts@advicecanada.com>
Subject: RE: SEVAT FW: 7124562-7 & 8381090-7 - CHRIS J FLATEN

Hi Todd 

Thank you for clarifying, I will review.

Tanya Polmateer (she/her/elle)
Resolution Management Team Coordinator | Insurance Operations, In-Force Policy
Coordonnatrice gestion des resolutions | Exploitation Assurance, Policies en vigueur


Tanya.Polmateer@canadalife.com  Phone: 226-316-1461 | Toll Free /sans frais 1-844-363-5956

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Todd Babcock <todd@taves.ca> 
Sent: November 26, 2025 12:46 PM
To: Polmateer, Tanya <Tanya.Polmateer@canadalife.com>; Roberts, Mark <Mark.Roberts@advicecanada.com>
Subject: [EXT] Re: SEVAT FW: 7124562-7 & 8381090-7 - CHRIS J FLATEN

Hello Tanya, under the section of role and % of benefit shows not available. Role should be primary or contingent. % of benefit should show the percentage amount Get Outlook for iOS From: Polmateer, Tanya <Tanya. Polmateer@ canadalife. com>

Hello Tanya, under the section of role and % of benefit shows not available. Role should be primary or contingent. % of benefit should show the percentage amount

Get Outlook for iOS
________________________________________
From: Polmateer, Tanya <Tanya.Polmateer@canadalife.com>
Sent: Wednesday, November 26, 2025 8:38:38 AM
To: Roberts, Mark <Mark.Roberts@advicecanada.com>
Cc: Todd Babcock <todd@taves.ca>
Subject: RE: SEVAT FW: 7124562-7 & 8381090-7 - CHRIS J FLATEN 
 
Good Morning 
 
Thank you for your feedback.  I am reviewing the attached summary for policy 8381090-7 referenced however I can see the percentages are present.  Please advise if I am mis-interpreting your request?
 
 
 
 
Thank you 
 
Tanya Polmateer (she/her/elle)
Resolution Management Team Coordinator | Insurance Operations, In-Force Policy
Coordonnatrice gestion des resolutions | Exploitation Assurance, Policies en vigueur
 
 
Tanya.Polmateer@canadalife.com  Phone: 226-316-1461 | Toll Free /sans frais 1-844-363-5956
 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Roberts, Mark <Mark.Roberts@advicecanada.com> 
Sent: November 25, 2025 1:12 PM
To: Stanfield, Kathryn <Kathryn.Stanfield@canadalife.com>
Cc: Babcock, Todd <todd@taves.ca>
Subject: FW: SEVAT FW: 7124562-7 & 8381090-7 - CHRIS J FLATEN
 
Hi Kathryn,
Todd Babcock seems to have a beneficiary updated related challenge every month. He sends them for processing to the processing inbox instead of Workspace. Is there any reason why he cannot continue sending to the inbox? Somehow, there are errors or they are not getting actioned. Can you please investigate the latest example below?
 
Thanks for your help,
Mark
 
 
Mark Roberts 
Business Development Director | Advice Canada
Mark.Roberts@advicecanada.com | 604-901-0623
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: Todd Babcock <todd@taves.ca> 
Sent: November 25, 2025 9:21 AM
To: Roberts, Mark <Mark.Roberts@advicecanada.com>
Subject: [EXT] SEVAT FW: 7124562-7 & 8381090-7 - CHRIS J FLATEN
 
Hello Mark, I am having many of these come back and tell me they are completed. They are not completed. Here is the request I made: Hello, Can we please update the SHARE OF INSURANCE BENEFIT to show 100% for the primary beneficiary AND 100%
Hello Mark,
 
                I am having many of these come back and tell me they are completed.  They are not completed.  Here is the request I made:
 
Hello,
 
Can we please update the SHARE OF INSURANCE BENEFIT to show 100% for the primary beneficiary AND 100% FOR CONTINGENT? Currently shows 0%.
 
ROLE should be PRIMARY and CONTINGENT 
 
Please notify when completed, thanks and much appreciated
 
I have included the summary of the client.  You can see the errors are still there.  This is wasting a huge amount of my time.  First having to send the request in and then sending it a second time. I realize that moving to a new back office system has screwed up all of the life insurance accounts but now I am sending second requests for the same things.  Very time consumong
 
       
Todd M. Babcock,  CFP, CLU, CHS, CPCA, FMA, EPC
Certified Financial Planner
Investment Representative
TAVES Legacy Planning , affiliated with Canada Life
Quadrus Investment Services Ltd. 
Member of the Million Dollar Round Table
Trust Advice Value Experience Service TM
Planning for generations TM
Todd’s contact information:
5977 168A St
Surrey, BC  V3S 9A3 
Office Phone: 604-575-0769 
Cell Phone: 604-763-7542
Email: todd@taves.ca
Website: www.taves.ca
  
If you no longer want to receive these messages, click the word 'unsubscribe' to email a request to me. 
""The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.""
 
From: Canada Life Insurance Administration <CanadaLifeInsuranceAdministration@canadalife.com> 
Sent: November 25, 2025 4:29 AM
To: Todd Babcock <todd@taves.ca>
Subject: 7124562-7 & 8381090-7 - CHRIS J FLATEN
 
Hello,
 
This e-mail is to confirm that the requested title changes on policy number 7124562-7 & 8381090-7 has been completed.
 
Sincerely, 
 
 
This mailbox cannot receive messages. Please send your life insurance service requests to InforceLifeClientServiceLondon@canadalife.com. If your advisor firm has the ability to use Workspace, we encourage you to send new requests through Workspace as it is faster. The Contact Centre can also help with most inquiries. You can reach them at 1-888-252-1847. 
 
Client Service Representative | Insurance Operations, In-Force Policy 
Représentant du service à la clientèle| Exploitation Assurance, Polices en vigueur
InforceLifeClientServiceLondon@canadalife.com  | Toll-free/Téléphone sans frais:  1-888-252-1847",True,2025-12-09T00:30:41.000+0000,False,False,0055o000001zVCKAA2,2025-12-09T00:30:41.000+0000,0055o000001zVCKAA2,2025-12-09T00:31:42.000+0000,0055o000001zVCKAA2,2025-12-09T00:31:42.000+0000,(604)575-0769,(604) 763-7542,todd@taves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQYgPYAW,False,,24375658,0035o000004BpgmAAC,0015o000004ljFYAAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client Online Access,Medium,"Tori is asking about client-facing sites, which aren't in our scope. Redirected to use Relay as they have more info on the differences between MyCL and Investment Summary. 

*****Email sent Dec 8 2025*****
Hi Tori, 

Thanks for reaching out to Workspace Support! Our team handles Workspace itself for advisors and their delegates, I’m afraid the client-facing sites are outside of our team’s scope.  

I’d suggest reaching out to the Advisor Chat Support team, available on the Support tab in Workspace. If you choose ‘no’ to the policy access question, it’ll route you to the team that’s best able to assist with this. 

We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you! 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Crystal H 
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tori Kozma <tori.kozma@ipcc.org> 
Sent: December 8, 2025 6:29 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Client Portal

Good Morning, One of our clients recently set-up his online account. Him and his wife are wondering how they can view all their investments in one account. Tori Kozma, Administrative Assistant Guelph Financial – IPC Investment Corporation
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Morning,

One of our clients recently set-up his online account. Him and his wife are wondering how they can view all their investments in one account.

Tori Kozma, Administrative Assistant

Guelph Financial – IPC Investment Corporation
Ryan White | Financial Advisor | rk.white@ipcc.org
Ken White, EPC | Financial Consultant | kwhite@ipcc.org
Michelle Corbett | Executive Assistant | mcorbett@ipcc.org
Tori Kozma | Administrative Assistant | tori.kozma@ipcc.org
Kristen Young | Administrative Assistant | kyoung@ipcc.org
T: 519-821-5853 | TF: 888-794-9777 | F: 519-822-0088 | www.guelphfinancial.com
221 Woodlawn Rd W B3 Guelph, ON. N1H 8P4",True,2025-12-08T23:04:48.000+0000,False,False,005OH00000BFQFFYA5,2025-12-08T23:04:48.000+0000,005OH00000BFQFFYA5,2025-12-08T23:05:16.000+0000,005OH00000BFQFFYA5,2025-12-08T23:05:16.000+0000,(519)821-5853,,rk.white@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFFYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQbhXYAS,False,,24376665,0030A0000029dpbQAA,0010A000002w2GJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T23:51:04.000+0000,False,False,005OH00000BfjndYAB,2025-12-08T23:51:04.000+0000,005OH00000BfjndYAB,2025-12-08T23:51:04.000+0000,005OH00000BfjndYAB,2025-12-08T23:51:04.000+0000,(604)336-8833,(778) 869-1888,sunny.chan@pfiins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQcdZYAS,False,,24375879,003OH000009rG1TYAU,001OH00000BxmqKYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login issue,Medium,"****DDS****12/08/25 

As per the new process for authentication, user was advised to call us to assist with their MGA WS login issue and email address update
 
============================================================================================= 
 
****Email Chain****

Bonjour Rachel,

Nous avons reçu une demande d'assistance concernant votre accès à L’Espace Affaires AGD et le changement d’adresse courriel sur votre profil.

 Pour vous aider, nous devons communiquer avec vous directement par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Rivard, Emilie <Emilie.rivard@conseilscanada.com> 
Sent: December 8, 2025 10:06 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Rachel Darveau <racheldarveau@eclipseassurance.com>
Subject: TR: [EXT] Re: Accès Espace Affaires AGD

Bonjour l’équipe de l’Espace Affaires,

J’espère que vous allez bien! 

Pourriez-vous s.v.p. aider la conseillère Rachel Darveau ci-dessous. Elle doit avoir accès à son Espace Affaires AGD, mais n’est pas capable d’y accéder.

Rachel avait un contrat précédemment avec Diversico, et son accès à l’Espace Affaires était avec son adresse courriel :  rachel.darveau@diveriso.ca.

Cependant, elle est maintenant représentante autonome et a son propre contrat. Elle a conservé le même code avec Canada Vie : E8780.

Nous avons donc besoin de votre aide pour changer l’adresse courriel sur son compte pour la suivante : racheldarveau@eclipseassurance.com

Merci et bonne journée 😊,

Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178

 Prendre rendez-vous avec moi | Book an appointment with me

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Vidéos tutorielles sur Bluesun Conseiller on Vimeo

Tutoriel vidéo RepVision sur Vimeo

Bluesun Advisor Video Tutorials on Vimeo

RepVision Video Tutorials on Vimeo

De : Rachel Darveau <racheldarveau@eclipseassurance.com> 
Envoyé : 8 décembre 2025 10:04
À : Rivard, Emilie <Emilie.rivard@conseilscanada.com>
Objet : [EXT] Re: Accès Espace Affaires AGD

BonMatin! Après une multitude d'essais, le seul moyen de me connecter est avec le courriel de rachel. darveau@ diveriso. ca. un courriel auquel je n'ai plus accès. je n'ai plus le verification code sur mon application pour la double
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
BonMatin!

Après une multitude d'essais, le seul moyen de me connecter est avec le courriel de rachel.darveau@diveriso.ca. un courriel auquel je n'ai plus accès. je n'ai plus le verification code sur mon application pour la double identification non plus, je ne peux pas me connecter et faire le changement de courriel. 

Il faudrait que Canada Vie reset mon log in possiblement avec mon courriel, et que je recréé un verification code sur mon appli. 

est-ce possible ?

 


Sincères salutations
 


On Fri, Dec 5, 2025 at 2:45 PM Rivard, Emilie <Emilie.rivard@conseilscanada.com> wrote:
Salut Rachel,
 
J’espère que tu vas bien! 
 
J’ai eu un retour de Distribution Methodology.
 
Sarah confirme que ton nom d’utilisateur RACHELDARVEAU est le bon nom d’utilisateur car ton code avec Canada Vie est toujours le E8780.
 
Tu peux donc procéder à ton inscription avec ton adresse courriel actuel, voici le lien pour t’inscrire :
ÉTAPE 2: Inscrivez-vous à l’Espace affaires 
•         Cliquez ici pour vous inscrire. (Tu dois sélectionner AGD dans le menu déroulant)
•	L’Espace affaires fonctionne avec un outil d’authentification multifacteur pour protéger vos données et celles de vos clients. Nous vous recommandons d’utiliser l’application gratuite Salesforce Authenticator.
o	Les utilisateurs d’un iPhone peuvent obtenir l’application à partir de l'App Store.
o	Les utilisateurs d’un appareil Android peuvent obtenir l’application à partir de Google Play.
Le  page de ressources sur l’Espace affaires est votre guichet unique pour accéder aux ressources dont vous avez besoin et apprendre comment utiliser l’Espace affaires
 
Merci et bonne journée 😊,
 
Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178
 
 Prendre rendez-vous avec moi | Book an appointment with me
 
 
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
 
Tutoriel vidéo RepVision sur Vimeo
 
Bluesun Advisor Video Tutorials on Vimeo
 
RepVision Video Tutorials on Vimeo
 
De : Distribution Methodology <Distribution_Methodology@canadalife.com> 
Envoyé : 4 décembre 2025 11:31
À : Rivard, Emilie <Emilie.rivard@conseilscanada.com>
Cc : Rachel Darveau <racheldarveau@eclipseassurance.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Objet : RE: Accès Espace Affaires AGD
 
Hi Emilie,
 
This access only has producer code E8780 have no attachment to Diversico. 
 
Thanks,  
 
Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Rivard, Emilie <Emilie.rivard@conseilscanada.com> 
Sent: December-03-25 15:29
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Rachel Darveau <racheldarveau@eclipseassurance.com>
Subject: RE: Accès Espace Affaires AGD
 
Hi Sarah,
 
This user ID is related to her previous access with Diversico Finances Humaines.
 
Rachel is now an advisor with her own contract, so she needs to have new access. This is why we are reaching out to your team.
 
Can you please help us to obtain her access to AGD Workspace ?
 
Thank you and have a nice day 😊,
 
Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178
 
 Prendre rendez-vous avec moi | Book an appointment with me
 
 
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
 
Tutoriel vidéo RepVision sur Vimeo
 
Bluesun Advisor Video Tutorials on Vimeo
 
RepVision Video Tutorials on Vimeo
 
De : Distribution Methodology <Distribution_Methodology@canadalife.com> 
Envoyé : 3 décembre 2025 16:23
À : Rivard, Emilie <Emilie.rivard@conseilscanada.com>
Cc : Rachel Darveau <racheldarveau@eclipseassurance.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Objet : RE: Accès Espace Affaires AGD
 
Hi Emilie,
 
Rachel registered her MGA user ID as RACHELDARVEAU on April 8, 2024. She can proceed to register for Workspace with this user ID.
 
Thanks,  
 
Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Rivard, Emilie <Emilie.rivard@conseilscanada.com> 
Sent: December-02-25 11:22
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Rachel Darveau <racheldarveau@eclipseassurance.com>
Subject: Accès Espace Affaires AGD
 
Bonjour l’équipe DM,
 
J’espère que vous allez bien! 
 
La conseillère Rachel Darveau a besoin d’un accès à l’Espace Affaires AGD (courtage). Pourriez-vous nous guider sur la procédure à suivre pour qu’elle fasse son inscription ? 
 
Merci et bonne journée 😊,
 
Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178
 
 Prendre rendez-vous avec moi | Book an appointment with me
 
 
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
 
Tutoriel vidéo RepVision sur Vimeo
 
Bluesun Advisor Video Tutorials on Vimeo
 
RepVision Video Tutorials on Vimeo",True,2025-12-08T23:13:39.000+0000,False,False,005OH0000097FtCYAU,2025-12-08T23:13:39.000+0000,005OH0000097FtCYAU,2025-12-08T23:15:53.000+0000,005OH0000097FtCYAU,2025-12-08T23:15:53.000+0000,(819)539-3442,,racheldarveau@eclipseassurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQdzbYAC,False,,24376654,003OH00000M9546YAB,001OH00000QumV1YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA - Primerica,Medium,"***DDS Dec.8/2025***
User was trying to set up the MFA for their Primerica Workspace. Placed the user on hold for less than 3 mins to read the KBA's to better understand and troubleshoot the issue but the user disconnected the call for some reason. I'm assuming they maybe got busy and will reach back out to us again for assistance or they resolved their issue themselves.

REF KB: KB0023476  / KB0023469",True,2025-12-09T00:00:33.000+0000,False,False,005OH00000BFQFBYA5,2025-12-08T23:50:19.000+0000,005OH00000BFQFBYA5,2025-12-09T00:03:52.000+0000,005OH00000BFQFBYA5,2025-12-09T00:03:52.000+0000,(705)294-0585,,staceyleecraig@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQep6YAC,False,,24376627,0030A0000029cjAQAQ,0010A000002w1MWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T23:48:53.000+0000,False,False,005OH00000BfjndYAB,2025-12-08T23:48:53.000+0000,005OH00000BfjndYAB,2025-12-08T23:48:54.000+0000,005OH00000BfjndYAB,2025-12-08T23:48:54.000+0000,(604)323-1700,,eric.liu@edwardjones.com,(604)323-1780,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQfDHYA0,False,,24376271,003G0000018f6dZIAQ,0010A000002wObbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect - updating Advisor Preferences returns invalid advisor code,Medium,"Simple Protect - updating Advisor Preferences returns invalid advisor code - KB0021650 

Hi Ellen, 

Thank you for contacting Workspace Support.  

To resolve the issue Hans is experiencing, please ask him to log into Advisor Preferences via the New Business Web App and confirm that:

•	His  F5918 Advisor Code is entered correctly (without dashes or spaces, and including any alpha characters except “LL”).
•	All commission codes are added under Advisor Preferences.

Hans should ensure his preferences are fully set up before retrying the Simple Protect application.

For convenience, I’ve attached the Preferences Guide, which provides step-by-step instructions he can use as a reference.

If the issue persists after updating preferences, please let us know so we can assist further.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Ellen Goldenberg <ellen@wilimekwealth.com> 
Sent: Monday, December 8, 2025 7:58 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Wilimek, Hans <hans@wilimekwealth.com>
Subject: [EXT] Hans Wilimek F5918

Hans went into Workspace to enter a Simple Protect app & the system was bringing up F1480, which is Brock Wilimek's ID. Hans' ID was F1481 but this came up invalid & he was unable to input F5918. Can you please look into & advise?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hans went into Workspace to enter a Simple Protect app & the system was bringing up F1480, which is Brock Wilimek's ID.  

Hans' ID was F1481 but this came up invalid & he was unable to input F5918.  Can you please look into & advise?  Do we need to involve Credit & Commissions?

Thank you

Ellen

Ellen Goldenberg, BA, FLMI, ACS, AIAA
Executive Assistant

 

T:416-697-4963 E: ellen@wilimekwealth.com

150 Duncan Mill Road Unit # 2
Toronto, Ontario M3B 3M4
http://www.wilimekwealth.com
 

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-08T23:30:38.000+0000,False,False,0055o000001zVCKAA2,2025-12-08T23:30:38.000+0000,0055o000001zVCKAA2,2025-12-08T23:30:38.000+0000,0055o000001zVCKAA2,2025-12-08T23:30:38.000+0000,(905)475-0122X6422,(416) 543-1057,hans@wilimekwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQfhvYAC,False,,24376847,003G0000023IUYQIA4,0010A000002wT9BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration ERR-W1510 error - WSL - INC1931893,Medium,"*** DDS 09DEC2025 ***
INC1931893 submitted

Workspace Registration ERR-W1510 error

==========================emails======================

Hi @Workspace Service Leaders,

This issue is now resolved as per the email below. 😊


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 



Good morning, 

You can close this ticket. She was able to register this morning.

Thank you,

Amber Williams


Hi Amber, 

Thank you for contacting Workspace Support.  

We’ve reviewed your request and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action at this time. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

 





Hi @Workspace Service Leaders,

The user below is unable to register to Workspace Direct and is getting a ERR-W1510. The user is a member of the support staff. There doesn’t seem to be any group permission issue since the issue was corrected by Nicole as per the email below. User ID was registered more than 48 business hours ago (December 3)

So the most likely issue is linked to this message sent earlier by Matt: 

“Everyone FYI, you might notice an increase in ERR-W1510 (RepNet Id created 48 hours ago but still has not reflected in Workspace, this causes error during registration for non-Primerica users) 
 
This is due to the hold on Siebel to Salesforce(AW) ETL data update flow to support CIAM rollout. Siebel data for non-Primerica advisor is not reflecting in Workspace for last 2-3 days. Currently DHAS will triage such incident and manually update Workspace after a manual validation in Siebel.

Translation - you will see more registration issues with the error ERR-W1510, and please follow the knowledge articles for this to assign to DAS “
 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 


From: Williams, Amber <amber.williams@advicecanada.com> 
Sent: Monday, December 8, 2025 8:25 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Workspace Registration Issue INC1927552

Good morning Workspace Support,

I have a ticket open with the Nicole. I think she might be off today. We had an issue getting an operations member register for Workspace using their direct user ID. It required a TAM group adjustment on the back end. Since the adjustment has been made, she is still unable to register. 

Can you please update the ticket to reflect this error message and escalate to labs for investigation? 

User ID: staceywood81
INC1927552 (I think this is the correct ticket number)

 

Amber Williams
Business Development Consultant | AC Team Ontario
amber.williams@advicecanada.com | 226-234-7449

Vacation Alert: 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-09T16:39:36.000+0000,False,False,005OH000006wv2TYAQ,2025-12-09T00:01:44.000+0000,0055o000001zVCKAA2,2025-12-09T16:39:36.000+0000,0055o000001zVCKAA2,2025-12-09T16:39:36.000+0000,(519)250-9777,(519) 984-8692,jmaleyko@stewartfisher.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQgpIYAS,False,,24376656,0030A0000029dpbQAA,0010A000002w2GJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-08T23:50:33.000+0000,False,False,005OH00000BfjndYAB,2025-12-08T23:50:33.000+0000,005OH00000BfjndYAB,2025-12-08T23:50:34.000+0000,005OH00000BfjndYAB,2025-12-08T23:50:34.000+0000,(604)336-8833,(778) 869-1888,sunny.chan@pfiins.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQmcwYAC,False,,24376670,003OH00000M98gSYAR,001OH00000QuxnAYAR,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Primerica - Registration issue,Medium,"KB0023734 -KB0023469-KB0023476

 JOCELYN C CHUA
Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? No
-Advisor code(s): P2917
-Advisor email address:JCHUA.7BXAX@PRIMERICA.COM

Call details: Caller needed assistance registering their account (CIAM)

>>>We provided the registration link by email and followed the KB0023476, to complete registration, caller installed SF MFA on their mobile device, but  kept receiving QR code to scan to link their account to the MFA, caller didn't reach the 8th step.
Caller asked for a call-back as after their page timed out they refresh it but it was blurry and they couldn't read the page content.
Caller advised to call back the DDS team.
Caller's # 778-834-5460",False,,False,False,005OH00000AbCcLYAV,2025-12-08T23:51:13.000+0000,005OH00000AbCcLYAV,2025-12-09T18:38:05.000+0000,005OH00000AbCcLYAV,2025-12-09T18:38:05.000+0000,(778)834-5460,,jchua.7bxax@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hQnQ1YAK,False,,24376829,0030A0000029h7UQAQ,0010A000002w53EQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T00:00:18.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T00:00:18.000+0000,005OH00000BfjndYAB,2025-12-09T00:00:19.000+0000,005OH00000BfjndYAB,2025-12-09T00:00:19.000+0000,(250)542-7181,,money@junction.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,115.0
500OH00000hRgFlYAK,False,,24380151,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T14:12:13.000+0000,False,False,005OH00000245RQYAY,2025-12-09T14:12:13.000+0000,005OH00000245RQYAY,2025-12-09T14:12:13.000+0000,005OH00000245RQYAY,2025-12-09T14:12:13.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hRnwuYAC,False,,24378499,0030A0000029mOCQAY,0010A000002w9O0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace registration,Medium,"***DDS*** 12/09/25
Name: Steven Moranis                    
Phone: 
Agent code: 16085
Reference: KB0017316 

Hello Steven,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding MGA Workspace registration.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Thaneswaran, Kezia <Kezia.Thaneswaran@canadalife.com> On Behalf Of Spada, Marisa
Sent: December 8, 2025 12:37 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Cc: steveninsurance@aol.com; Spada, Marisa <Marisa.Spada@canadalife.com>
Subject: FW: [EXT] Can you please give me a call at (416) 258-4419 

Hi team,

Can someone please assist the advisor with logging into workspace? Thank you.

Regards,



Kezia Thaneswaran (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-5033
Email: kezia.thaneswaran@canadalife.com

📅 Book time to meet with me 


Upcoming absences: October 24th – November 5th 
Goodbye RepNet – hello Workspace! 
Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Steven Moranis 
Sent: December 8, 2025 10:49 AM
To: Spada, Marisa 
Subject: [EXT] Can you please give me a call at (416) 258-4419 

I’m having trouble logging on to WorkSpace, Thanks Marisa, Best Regards, Steven Moranis -- STEVEN MORANIS 620 Wilson Avenue, Suite #140 Toronto, Ontario M3K 1Z3 Tel. (416) 633-1090 Cell (416) 258-4419 Email: steveninsurance@ aol. com ""Privileged
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
I’m having trouble logging on to WorkSpace, 

Thanks Marisa,

Best Regards, 

Steven Moranis

--

STEVEN MORANIS
620 Wilson Avenue, Suite #140
Toronto, Ontario M3K 1Z3
Tel. (416) 633-1090
Cell (416) 258-4419
Email: steveninsurance@aol.com",True,2025-12-09T13:05:43.000+0000,False,False,005OH00000BGeeHYAT,2025-12-09T13:05:43.000+0000,005OH00000BGeeHYAT,2025-12-09T13:11:20.000+0000,005OH00000BGeeHYAT,2025-12-09T13:11:20.000+0000,(416)633-1090,,steveninsurance@aol.com,(416)630-3340,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hRveEYAS,False,,24379052,003OH00000M9AiIYAV,001OH00000QutDBYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica Workspace Support- Registration - INC1933037,Medium,"*** DDS 16DEC2025 ***

called user, was un able to connect via logmein, had user enter code from authenticator app, completed account linking, resolved
had user log out and back in

*** DDS 10DEC2025 ***
asked user to register again per DAS and send full page screenshot if it fails, offered call as well

if they are having further issues, we will need to schedule a Teams call with Jeff Dunham

*** DDS 10DEC2025 ***
INC1933037 submitted to DAS

user receiving error code ERR-W2302
KB0023468 -this appears to be a  account linking error.
Sending to second level for investigation and ticket.
Sl sent email to confirm user activation code.
Email===================================================================
Hello Chris,

Thank you very much for taking my call today. To recap, we made sure you were able to login after entering the 6-digit code from your authenticator app, we linked your Primerica account using your Activation ID and you were able to access Workspace successfully. We made sure to test by logging out and back in. Don’t hesitate to reach out if there is anything I can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Chris,

Thank you for providing those additional details and for confirming that you entered the correct activation code. This issue has been escalated to our Digital Hub team and there are a few additional steps that we would like to try. Can you please try registering again via the link below and if it fails, can you please provide me with a full-page screenshot? I am happy to schedule a call with you to go through the steps together if you prefer.

Register for a Canada Life account

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Victor,
Thank you for reaching out to Workspace Support regarding your Workspace Account registration.
Due to the error code you received, I am forwarding this issue to the second-level team for investigation, and we will get back to you as soon as we have more information.
If you need more help, don't hesitate to contact us.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CHRISTOPHER VICTOR OATES <COATES@PRIMERICA.COM> 
Sent: December 8, 2025 2:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] activation codo

Hello there, Im working on activating my account and there has been an error code ERR-W2302, im wondering if i can get another code sent. Thank you Chris Oates If you would like to unsubscribe from receiving all promotional messages from Primerica,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello there, 

Im working on activating my account and there has been an error code ERR-W2302, im wondering if i can get another code sent.


Thank you

Chris Oates
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 
==========================================================================forward email to sl
Hello Service leader,

Please escalate user received error code ERR-W2302, Primerica channel.
Used CIAM - Account Linking Errors
KB0023468 for troubleshoot.

•	Salesforce ID: Salesforce ID:
CIAM ID (Located on user record): 005OH0000079fMrYAI
•	Username: CHRISTOPHER VICTOR OATES
•	User Email: COATES@PRIMERICA.COM
•	Error Code & Screenshot: code ERR-W2302
•	Description of issue: Account Linking Errors

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: CHRISTOPHER VICTOR OATES <COATES@PRIMERICA.COM> 
Sent: December 8, 2025 2:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] activation codo

Hello there, Im working on activating my account and there has been an error code ERR-W2302, im wondering if i can get another code sent. Thank you Chris Oates If you would like to unsubscribe from receiving all promotional messages from Primerica,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello there, 

Im working on activating my account and there has been an error code ERR-W2302, im wondering if i can get another code sent.


Thank you

Chris Oates
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.
=================================
Hello Victor,

Can you confirm your activation Code you used for the registration .

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 





From: CL Workspace Support 
Sent: December 9, 2025 7:44 AM
To: 'CHRISTOPHER VICTOR OATES' <COATES@PRIMERICA.COM>
Subject: RE: activation code-24379052 **Primerica**

Hello Victor,
Thank you for reaching out to Workspace Support regarding your Workspace Account registration.
Due to the error code you received, I am forwarding this issue to the second-level team for investigation, and we will get back to you as soon as we have more information.
If you need more help, don't hesitate to contact us.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CHRISTOPHER VICTOR OATES <COATES@PRIMERICA.COM> 
Sent: December 8, 2025 2:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] activation codo

Hello there, Im working on activating my account and there has been an error code ERR-W2302, im wondering if i can get another code sent. Thank you Chris Oates If you would like to unsubscribe from receiving all promotional messages from Primerica,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello there, 

Im working on activating my account and there has been an error code ERR-W2302, im wondering if i can get another code sent.


Thank you

Chris Oates
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.
=================================================================================
Good morning, Victor,

Thank you for confirming the code.

I have escalated this issue to the second level team with this information; we will reach back as soon as we learn.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T19:19:03.000+0000,False,False,005OH000006wv2TYAQ,2025-12-09T13:35:40.000+0000,005OH00000AZ3ZxYAL,2025-12-16T19:19:03.000+0000,005OH000006wv2TYAQ,2025-12-16T19:19:03.000+0000,(519)803-5088,,coates@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hRw14YAC,False,,24385549,003OH00000M97ihYAB,001OH00000QuwcWYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Workspace Registration,Medium,"KB0023476 - assisted the advisor in  registering to workspace, currently getting an error and cant pass through MFA set up. Followed KB0023629 and tried to reset the previous password created when he started the process initially and pass through the MFA. Successfully register to workspace.
============================

Hi Roy,

Thank you for contacting the workspace support about registering to workspace.

We were able to follow through the process in spite challenges in going through it. We can confirm that you already have access to workspace this time.

We do appreciate your patience and spending time, not giving up until we finally complete the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T16:06:31.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T15:55:00.000+0000,005OH00000BFPZHYA5,2025-12-09T16:56:32.000+0000,005OH00000BFPZHYA5,2025-12-09T16:56:32.000+0000,(647)608-4304,,roysamaroo@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hRwkYYAS,False,,24381417,0030A0000029cQ4QAI,0010A000002w1AHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T14:41:13.000+0000,False,False,005OH000007fgYjYAI,2025-12-09T14:41:13.000+0000,005OH000007fgYjYAI,2025-12-09T14:41:14.000+0000,005OH000007fgYjYAI,2025-12-09T14:41:14.000+0000,(514)448-9080,(450) 923-5969,duchesneaudaniel@yahoo.ca,(514)448-9066,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hRx0MYAS,False,,24379434,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T13:51:09.000+0000,False,False,005OH00000245RQYAY,2025-12-09T13:51:09.000+0000,005OH00000245RQYAY,2025-12-09T13:51:09.000+0000,005OH00000245RQYAY,2025-12-09T13:51:09.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hRxHqYAK,False,,24382067,003OH00000M97zCYAR,001OH00000QuuSXYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,authenticator app.,Medium,"***DDS*** 12/10/25
Name: ANISOARA DRUMEA
Phone:
Agent code: P8124
Reference: KB0022890 

Hello Ana,

If you cannot use your smart phone you can install a Web Browser Authenticator on your computer.

I have attached the job aid how to install the browser authenticator.   If you are using Microsoft Edge please follow the steps near the top of the job aid, if you are using Google Chrome please start at the Google Chrome section on page 2

If you need assistance please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: ANISOARA DRUMEA <ADRUMEA@PRIMERICA.COM> 
Sent: December 9, 2025 11:04 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 24382067 - RE: Alternate way to downloading the authenticator

Hi, My phone is too old and the MFA does not download. I need another way to authenticate. Thanks, Ana From: ""CL Workspace Support"" <CLWorkspaceSupport@ canadalife. com> To: ""ANISOARA DRUMEA"" <ADRUMEA@ PRIMERICA. COM> Sent: Tuesday,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
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ZjQcmQRYFpfptBannerEnd
Hi,
My phone is too old and the MFA does not download. I need another way to authenticate.
Thanks, Ana




***DDS*** 12/09/25
Name: 	ANISOARA DRUMEA             
Phone: 
Agent code: P8124
Reference: KB0023469

Hello Ana,

Thank you for contacting the Workspace support group regarding authenticator app.

The authenicator app is downloadable on yor mobile device.   This will just be used to log into workspace as a Multifactor Factor Authentication (MFA) is required.

You can still use your land line as your primary phone. 

If you need assistance on how to download the MFA on your mobile device please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Please let me know if you have any questions or if there is anything else I can assist with.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: ANISOARA DRUMEA <ADRUMEA@PRIMERICA.COM> 
Sent: December 8, 2025 7:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Alternate way to downloading the authenticator

Hi, I am trying to register for a Workspace account and wondering if there is an alternate way to downloading an authenticator app on my mobile device. I am using a land line as my primary phone and do not have a way to download the authenticator. 
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd

Hi, 
I am trying to register for a Workspace account and wondering if there is an alternate way to downloading an authenticator app on my mobile device. I am using a land line as my primary phone and do not have a way to download the authenticator. My Canada life activation code is PME8124, advisor code P8124, dealer rep code is 3000.
Thanks,
Ana Drumea",True,2025-12-09T14:54:44.000+0000,False,False,005OH00000BGeeHYAT,2025-12-09T14:54:44.000+0000,005OH00000BGeeHYAT,2025-12-10T14:29:21.000+0000,005OH00000BGeeHYAT,2025-12-10T14:29:21.000+0000,(604)535-0585,,adrumea@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hRzt8YAC,False,,24379090,0030A0000029hFUQAY,0010A000002w5AuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Conquest support questions,Medium,"***DDS*** 12/09/25
Name: Dane Ozorio                
Phone: 
Agent code: 
Reference: KB0021887 

Hello Dane,

Thank you for contacting the Workspace support group regarding Conquest support questions.

Our support team provides limited Conquest inquiries like  “how to create a plan or how to add a co-client”.  

Other types of questions please contact conquest suppport team.  

Conquest Advisor support include:

Access to planning experts who can answer plan-specific questions related to the Conquest tool.
One-on-one Video guided support for questions related to Financial Planning strategies, concepts or assistance in modelling unique situations.

•	Book a meeting: https://calendly.com/conquest-advisor-support hosted using Microsoft Teams
•	Email questions to: advisorsupport@conquestplanning.com
•	Call the toll-free number: 1-888-282-7020
•	Conquest support is available Monday to Friday from 9:00 AM to 7:00 PM ET 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Dane Ozorio <dane@clearpeak.ca> 
Sent: December 8, 2025 11:14 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Conquest Support

Hi, I was hoping to arrange a one-on-one to help me with a conquest plan that I am trying to make. Please let me know who can help and when we can arrange that for. Thank you!! Cheers, :Dane Dane Ozorio, CFP, CHS, CLU, RRC President, ClearPeak
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, 

I was hoping to arrange a one-on-one to help me with a conquest plan that I am trying to make.  Please let me know who can help and when we can arrange that for.   Thank you!!

Cheers,

:Dane


 


 	Dane Ozorio, CFP, CHS, CLU, RRC
President, ClearPeak Financial Corporation
Investment Representative, Quadrus Investment Services Ltd.
403-863-1613  |  www.clearpeak.ca  |  dane@clearpeak.ca





IMPORTANT: The contents of this email and any attachments are confidential. They are intended for the named recipient(s) only. If you have received this email by mistake, please notify the sender immediately and do not disclose the contents to anyone or make copies thereof.


     

""Strive not to be a success, but rather to be of value."" - Albert Einstein.",True,2025-12-09T13:37:14.000+0000,False,False,005OH00000BGeeHYAT,2025-12-09T13:37:14.000+0000,005OH00000BGeeHYAT,2025-12-09T13:37:14.000+0000,005OH00000BGeeHYAT,2025-12-09T13:37:14.000+0000,(403)221-9300,,dane@clearpeak.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hS2J3YAK,False,,24378448,0030A0000029dZ1QAI,0010A000002w244QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TFSA Successor holder not seen in WS,Medium,"Escalated a ticket to DAS for S/H missing from product details. INC1935094. S/H added to Workspace. Advised issue should be resolved.

Caller Name: Natalie Monette 
Advisor or support staff: Advisor support
Advisor Code: W0595
Advisor Name: Michael Denault	
Phone: (780) 419-6600  
Email: Natalie@wrgoc.ca		
Siebel verification: n/a
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: n/a
Issue: We recently submitted a form on workspace to add a successor holder to this policy.  It is showing on Investment Centre but not in workspace. Please have it reflect on the policy in workspace.

FINDINGS: NEED TO FOLLOW KB0021463. CHECK MY NOTES UNDER NOTEIT TEMPLATES FOR SUCCESSOR HOLDER.
NEED THE FOLLOWING INFO AS PER KB

Natalie has TPA access to W0595 and W1422 for Michael Denault in the ADSL profile.
Natalie has TPA access to 97873 Wilrose Financial which is seen as an Active code under Micheals Siebel CL profile.

Client name: Makayla Faoro. Client#622009141.
Policy#: 9503840-5 (TFSA Acct#622013583)
Name of field that is incorrect: Successor Holder
Incorrect value
Correct value: Tyler Strydhorst
CIS ID: 3824156506
TFSA POLICY IN SF. https://lifeco.lightning.force.com/lightning/r/Asset/02i5o000001TVWEAA4/view

ONCE I have this then I can send the case upto Workspace Service Leaders mailbox.

See attached screenshot saved to this case as well as L2 intake form with the screenshot

Advisor code she provide is W0595, Michael Denault

9503840-5 TFSA Makayla Faoro: policy information found in Copilot however he advisor code seen is W0595 for the Advisor solutions profile. 
https://lifeco.lightning.force.com/lightning/r/Asset/02i5o000001TVWEAA4/view

--------------------------------------***DDS  12/10/2025***--------------------------
RESOLUTION: ESCALATED TO SERVICE LEADERS INBOX AS PER KB0021463. 
See attached screenshot saved to this case as well as L2 intake form with the screenshot

--------------------------------------***DDS  12/10/2025***--------------------------
Issue: Recently submitted a form on workspace to add a successor holder to this policy. It is showing on Investment Centre but not in workspace. Please have it reflect on the policy in workspace.

Escalating as per KB0021463. 

See attached L2 Intake form with screenshots/details, please assist Natalie, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



--------------------------------------***DDS  12/10/2025***--------------------------
SENT HER AN UPDATE THAT I'M ESCALATING
--------------------------------------***DDS  12/10/2025***--------------------------
Thanks for providing the advisor code Natalie.

I’m going to escalate this case to our digital lab for further investigation, and they will reach out/provide you with an update once resolved.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/10/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/10/2025***--------------------------
W0595 Mike Denault try this

Thank you!

Natalie Monette
Investment Service Manager
Member of the Wild Rose Group of Companies



--------------------------------------***DDS  12/09/2025***--------------------------
NEED THE CORRECT ADVISOR CODE. REQUESTED THIS. 
--------------------------------------***DDS  12/09/2025***--------------------------
Hello Natalie,

Thank you for providing the information however the advisor code provided in not coming up with any information. It also does not match the information seen for this policy. 

Please check your records and confirm the advisor code for this policy, thanks.

Regards, 
    
Anita Mano
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/09/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/09/2025***--------------------------
Hi there,

I am assistant to advisor.  Advisor information: A1909, Michael Denault

95038405 TFSA Makayla Faoro: policy information

Thank you!

Natalie Monette
Investment Service Manager



--------------------------------------***DDS  12/09/2025***--------------------------
REQUESTED ADVISOR INFORMATION BEFORE SENDING OFF TO L2


--------------------------------------***DDS  12/09/2025***--------------------------
Hello Natalie a follow up question to the below message. Can you please also confirm the Client name and policy# as well. Thanks

Are you the advisor or do you support an advisor? Please provide the advisor code for this policy so we can further investigate and correct, thanks.


--------------------------------------***DDS  12/09/2025***--------------------------
Hello Natalie,

Thank you for contacting Workspace Support.

Are you the advisor or do you support an advisor? Please provide the advisor code for this policy so we can further investigate and correct, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/09/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/09/2025***--------------------------
Hi Workspace Team,

We recently submitted a form on workspace to add a successor holder to this policy.  It is showing on Investment Centre but not in workspace.

Please have it reflect on the policy in workspace.

 

Thank you!

Natalie Monette
Investment Service Manager
Member of the Wild Rose Group of Companies
Suite 201, 100 Centre Street, St. Albert, AB. T8N 3W2
You are receiving this email because you have a relationship with our firm.  If you no longer wish to receive emails of this nature, please reply with Unsubscribe in the subject line.
 
www.wrgoc.ca
Phone: (780) 419-6600  Fax : (780) 419-6653  Toll Free: (866) 582-6600",True,2025-12-17T14:16:54.000+0000,False,False,0050A000000qsPeQAI,2025-12-09T13:02:40.000+0000,005OH00000AUS7aYAH,2025-12-17T14:16:55.000+0000,0050A000000qsPeQAI,2025-12-17T14:16:55.000+0000,(780)419-6600,,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hS2ffYAC,False,,24380679,003G0000018f7IOIAY,0010A000002wPNeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registering for Workspace,Medium,"Caller Name: Patti Chamberlain AND Bonnie Joyes
Advisor or support staff: Advisor support
Advisor Code: F1161 ADSL
Advisor Name: Debbie Deering	
Phone: 
Email: bonnie.joyes@rlfg.ca and patti.chamberlain@outlook.com
Siebel verification: completed as per KB0021888
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: completed with advisors info.
Issue: Calling for admin staff Bonnie Joyes. registration email was sent to bjoyes@flfg.ca and she did receive it as well.

FINDINGS: TPA is seen in Siebel for Bonnie to Debbie's book of business
Couldn't do log me in session. 
User ID bjoyes@clext isn't locked/active in isam
she's being prompted for advisor code when skipping the process, she can't continue, the next box is greyed out.

RESOLUTION:  Patti sent a screenshot of the page in edge browser. guided her to try on Chrome browser instead and she was able to register/setup authenticator as well using their own authenticator app (not the regular ones). had her sign out/in again to test with success.


--------------------------------------***DDS  12/09/2025***--------------------------
Hello Bonnie/Pattie

Thank you both for contacting Workspace Support today regarding registration access as you were being prompted to enter an advisor code when you’re not an advisor. 

It was a pleasure speaking to you and helping you register for Workspace.

To recap, I had you try to access the Workspace registration link in Google Chrome, and you were able to complete the registration and setup Multifactor Authentication.

We then had you sign into Workspace, sign out and back in again to test with success. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/09/2025***--------------------------
EMAIL FROM PATTI WHILE ON THE CALL WITH THE SCREENSHOT OF THE PAGE THEY WERE STUCK ON ASKING FOR ADVISOR CODE",True,2025-12-09T14:41:16.000+0000,False,False,005OH00000AUS7aYAH,2025-12-09T14:24:50.000+0000,005OH00000AUS7aYAH,2025-12-09T14:55:25.000+0000,005OH00000AUS7aYAH,2025-12-09T14:55:25.000+0000,(705)995-2910,(705) 499-1983,debbie.deering@rlfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hS46MYAS,False,,24379615,003G0000018f6jdIAA,0010A000002wOjrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T13:57:22.000+0000,False,False,005OH00000245RQYAY,2025-12-09T13:57:22.000+0000,005OH00000245RQYAY,2025-12-09T13:57:23.000+0000,005OH00000245RQYAY,2025-12-09T13:57:23.000+0000,(450)687-3971X4244,(514) 949-3098,trannga.ngo@conseilsfin.com,(450)687-7883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hS8jYYAS,False,,24381884,0030A0000029kv7QAA,0010A000002w89YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"RICHARD DAUGHERTY 34975
User is having trouble accessing their account. They are trying to reset their password but not getting the link to reset
KB0021888 - authenticated user and sent them a reset password link from our end. User got the reset password link and got access to their account.

Email:
----------
Hello Richard,

Thank you for contacting Workspace Support about accessing your Workspace account.

On the call today, I was able to authenticate your information and send you a reset password link from our system so that you can access your account. You were confirmed that you had gotten access to your account before we ended the call.

As mentioned, please feel free to contact us again if you have any more questions.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T15:00:25.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T14:51:23.000+0000,005OH00000BGf2TYAT,2025-12-09T15:00:25.000+0000,005OH00000BGf2TYAT,2025-12-09T15:00:25.000+0000,(519)340-1730,,richard@richline.ca,(519)340-1760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hS8mjYAC,False,,24379568,003G0000018f7gMIAQ,0010A000002wPmvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support-activate user and delegation - INC1948743,Medium,"*** DDS 06JAN2026 ***
AN will be re-activating Ron's account, Ron will need to add Maria as a delegate in order for her to be able to view BOB, advised to have Ron call if there are any login issues.

*** DDS 05JAN2026 ***
AN digital support confirmed account cannot be re-activated, advised user, spoke to WRS regarding report of policies under GWL code and to contact ASC to service the business

*** DDS 29DEC2025 *** - INC1948743 submitted, confirmed that Ron was authenticated by L1 and that email in Siebel is still active

user is the ma who called, she had a previous ticket 23700373, looking to access her advisor client, she now has access however advisor is inactive on workspace and did not delegate access yet.
Authenticated both send email for activation to ANDigitalSupport@canadalife.com
KB0020952 
And after this is resolved will do a howto delegate access.
Email=====================================================================

Hello Maria and Ron,

I wanted to follow up with you as our Digital Partners have re-assed the request, and Ron’s Service Only/Advisor Solutions Workspace account has been re-activated. Ron will need to add Maria as a delegate for Maria to be able to view Ron’s Book of Business. I have attached instructions on how to add a delegate through the Advisor’s account to this email. Ron, if you have any issues in logging into your account, please give our team a call at the number below so we can assist you further. Please let me know if you have any questions and I apologize for the back and forth with this issue.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
-------------------------------------------
Hello Maria,

I am reaching out from Workspace Support regarding the request to re-activate Ron’s Service Only Workspace account. The issue was escalated to our Digital Partners for investigation, and they have determined that the account cannot be re-activated. To service business under the GWL code, please reach out to the Advisor Service Centre at 1-888-252-1847. For a report of current polices under the GWL code, you can reach out to our Wealth Reporting Support team at BusinessReporting@canadalife.com for assistance. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello,

User RONALD F SAYEGH is currently showing as inactive on Workspace, can you please verify if his account can be reactivated.

Name: RONALD F SAYEGH
Saleforce id: https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001cmOOQAY%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A000008fT9VQAU%26cntc%3D0030A000008fT9VQAU%26id%3D0050A000001cmOOQAY.



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
   ================================

Hello Maria and Roanld,

Thank you for reaching out to Workspace Support. It was a pleasure talking with you both today, and I apologies for delay this is causing.

As we have discuss over the phone I have send a request for Ronald workspace to be reactivated if possible, Currently waiting on a response from the digital An team.

I will reached out as soon as I learn more and we can proceed with the next step.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 ==================================================================================

  Hello Maria,

Thank you for responding to my email, upon investigation this further it would appear your advisor Ronald has no advisor code that’s still active with his old access.

Unfortunately For you to receive his client list on Workspace or even for him to see his client on Workspace, he needs to request for this advisor code to be reactivated, or they can issue him another advisor code for his old access.

You can provide them this code for reference 048120 or W0953.

Please email the contracts&compensation@canadalife.com , request them to reactivate Ronald advisor code and change his email address as well.

Once we get him a new code or reactivate his old code then we can proceed gaining access to his workspace account and give you delegation to his client list.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
=======================================================================Hello Maria,

Thank you for responding back to my email, unfortunately we do have the client of client on Workspace as his account is not active.

However, you can receive that list by emailing to  WealthReportingSupport@canadalife.com requesting a book of business Report.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: ronsurance@gmail.com <ronsurance@gmail.com> 
Sent: December 10, 2025 10:43 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: Reactivate account and Delegation-24379568

Thank you Natasha, We have sent the attached email to Sarah Hazeu -- hopefully between the both of you it WILL get resolved. In the meantime is there any way we can get an updated current client list for Ronald Sayegh as we did in the past (
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Thank you Natasha, 

We have sent the attached email to Sarah Hazeu  -- hopefully between the both of you it WILL get resolved.

In the meantime is there any way we can get an updated current client list for Ronald Sayegh as we did in the past  ( like the list we received Jan 2024 that we sent you).

It would be much appreciated as we are at year end.

Thank you so much!


Maria A.Greco
Executive Assistant
Financial Security Advisor
Ronsurance Inc.
ronsurance@gmail.com
Office: 514-332-2223
Fax: 514-332-2225
 
Conseillers rattachés auprès de Services en placements PEAK inc.
Compte tenu du mode de communication (courriel) employé pour transmettre vos commandes, nous ne sommes pas en mesure de garantir la date exacte à laquelle vos transactions seront traitées. Services en placements PEAK Inc. ,Ronsurance Inc. &/or Ronald Sayegh se dégage de toute responsabilité à cet effet.  Ce message contient de l'information personnelle et confidentielle.  Elle est destinée au seul usage de l'individu ou de l’entité cité ci-dessus.  Toute lecture, copie, divulgation, appropriation ou dissémination du contenu de ce message par toute autre personne que le destinataire est strictement défendu.  Si vous avez reçu cette communication par erreur, veuillez nous en informer immédiatement. Nous vous remercions de votre collaboration.
Vous pouvez cesser de recevoir des courriels de la part de Ronald Sayegh en tout temps en lui transmettant un courriel avec l’instruction « désinscrire »
 
Advisors attached to PEAK Investments Inc.
Considering the method of communication (e-mail) used to transmit your orders, we cannot guarantee the exact date at which the transaction will be processed. Consequently, PEAK Investments Inc., Ronsurance Inc. &/or Ronald Sayegh will not assume any responsibilities.  This  transmission is intended solely for the individual or entity to whom it is addressed and is confidential in nature.  Please be advised that any distribution, reproduction, disclosure or possession of this document by any other than the addressee is strictly prohibited.  If you have received this communication in error, please notify us immediately.  Thank you for your cooperation.
To stop receiving commercial electronic messages  from RONALD SAYEGH please reply by e-mail with a directive requesting to  “UNSUBSCRIBE”.

=============Email To AN to REACTIVATE ACCOUNT
Hello AN,

We had previously request for this advisor account to be reactivated RONALD F SAYEGH however we could not as all his code was showing inactive, we have just received a respond from distribution methodology that this code W0953 is in transfer status and can be use as active.

Can you please see if his Workspace can now be reactive https://lifeco.lightning.force.com/lightning/r/Contact/0030A000008fT9VQAU/view please or we need to create a new workspace account for him.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
==============================================================
HI Maria,

I have looked at your user ID for the profile I set up and it appears you registered this user ID under the name “RONALDRSAYEGH” on November 6, 2025. You should have been able to then proceed to the below link to complete the registration on Workspace for access to Workspace:
https://workspace.canadalife.com/registration

Now if you and Ron are sharing the same email address for everything, this is where the issue will come into place. You are only able to register the same email address once per channel (MGA, CL Direct, MISC). 

@Workspace Support,

Hi Team, please kindly help Maria register for WS access. Although W0953 is transferred in status it is still eligible for access as the code is noted as a service only contract under ADSL channel. Please proceed with access as these codes are treated the same way as ACT status codes.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:",True,2026-01-05T15:25:29.000+0000,False,False,005OH000006wv2TYAQ,2025-12-09T13:55:56.000+0000,005OH00000AZ3ZxYAL,2026-01-06T18:59:18.000+0000,005OH000006wv2TYAQ,2026-01-06T18:59:18.000+0000,(514)332-2223,(514) 992-9199,ronsurance@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hS9pEYAS,False,,24380539,0030A0000029hKZQAY,0010A000002w5FLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy Visibility Issue,Medium,"***DDS 2025-12-09***
User reports still being unable to view policy.
DDS found that client has 2 records and advised user to check both records and contact CSC to change DOB and then email us back so we can merge the 2 accounts.

***DDS 2025-12-09***
User reports being unable to see policy 411269608 in Workspace.
DDS confirmed in CoPilot that policy is aligned to advisor's advisor code and logged in as user and was able to see policy.
DDS advised user to use the global search bar to find policy.
 
================================================================================
****Email Chain**
Hello Tyson,

Thank you for your timely response regarding this issue. Unfortunately, we are unable to update client information as we deal mainly with the technical issues of Workspace.

If you prefer email or chat, this change can also be done within Workspace using the Advisor Support Chat feature found in the Support tab on the top right of your Workspace page or this change can be emailed to advisordirectscan@canadalife.com.

We apologize for this inconvenience.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tyson Woo <tysonwoo@hotmail.com> 
Sent: December 9, 2025 9:57 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Re: Cristiano's Income Strategy at Canada Life - Case 24380539

Hi team, Are you able to just change the date of births to the correct date of birth? I have attached the original application with the correct birthday of Oct 8th/1978. I see the same birthday as well on both names as you mentioned. Can the
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi team,
Are you able to just change the date of births to the correct date of birth?
I have attached the original application with the correct birthday of Oct 8th/1978.
I see the same birthday as well on both names as you mentioned.
Can the team kindly update according to the original application attached?


With appreciation,
Tyson

________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: December 9, 2025 6:49 AM
To: tysonwoo <tysonwoo@hotmail.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: RE: Cristiano's Income Strategy at Canada Life - Case 24380539
 
Hello Tyson,
 
Thank you for your response regarding your policy visibility issue. We’ve investigated further and we see that there are 2 accounts under Cristiano’s name, with different dates of birth, in your Workspace as per the attached screenshot.
 
 
 
You can find both records of them using the global search bar in the top right and typing “Cristiano” and hitting Enter on your keyboard. These 2 accounts seem to have different products, one of them including the mentioned policy, which could be causing the confusion. Please try checking both accounts to verify that the policy 411269608 is visible in one of the accounts as we can see this policy in one of the 2 accounts.
 
If these two accounts are for the same person, please contact Client Service Centre at 1-888-252-1847 to change the incorrect date of birth on one of the accounts, and let us know once the change is visible in Workspace and we would be able to merge these two accounts into one.
 
If you have any other Workspace related questions or are still unable to find this policy, feel free to reply to this email with a screenshot of your issue and we would love to assist you.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Tyson Woo <tysonwoo@hotmail.com>
Sent: December 9, 2025 9:30 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Re: Cristiano's Income Strategy at Canada Life - Case 24380539
 
Hi team, I am still unable to search for the policy when I enter the client's name. It is not visible through my workspace. I would like to simply enter the client's name and to search for the investment policy, not dissimilar to every other
Hi team,
I am still unable to search for the policy when I enter the client's name.  It is not visible through my workspace.
I would like to simply enter the client's name and to search for the investment policy, not dissimilar to every other client with Canada Life.
Please help.
 
 
With gratitude,
Tyson
 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: December 9, 2025 6:25 AM
To: tysonwoo <tysonwoo@hotmail.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: RE: Cristiano's Income Strategy at Canada Life - Case 24380539
 
Hello Tyson,
 
Thank you for contacting the Workspace Support team regarding your policy visibility issue.
 
We’ve investigated your account, and it seems like this policy is now visible through your Workspace account. When searching for this policy, please use the search bar in the top right of the screen to search by policy number, and the policy and its details should be viewable.
 
If you are still unable to see the policy or have any other Workspace related questions, feel free to reply to this email and we would love to assist you.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Tyson Woo <tysonwoo@hotmail.com>
Sent: December 8, 2025 1:17 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Fw: Cristiano's Income Strategy at Canada Life
 
Hi team, This $150,000 investment application was submitted on Dec. 2nd/2025 successfully, and I can see the policy # through my MGA. 411269608 is the policy # that I see. However, I am unable to see it through workspace. Please advise ASAP. 
Hi team,
This $150,000 investment application was submitted on Dec.2nd/2025 successfully, and I can see the policy # through my MGA.
411269608 is the policy # that I see.
However, I am unable to see it through workspace.
Please advise ASAP.
 
 
With appreciation,
Tyson
 
________________________________________
From: Chen, Richard <Richard.Chen@canadalife.com>
Sent: December 5, 2025 4:02 PM
To: tysonwoo <tysonwoo@hotmail.com>
Subject: Cristiano's Income Strategy at Canada Life
 
Hi Tyson,
 
I confirmed with our head office that this was indeed set up this week.
 
Please see attached summary for new policy number and other details for reference.
 
If it doesn’t show up on Workspace for you on Monday, please contact Workspace Support CLWorkspaceSupport@canadalife.com
Workspace Support – Canada Life Service Desk – 1 (800) 475-7001
 
UPCOMING ABSENCE: Dec. 29~Jan. 2
 
Additional Resources:
 
Learn more about: Canada Life Advisor Rewards  Chinese market resources
 
NEW - Digital Segregated Fund Application (DSFA)             DSFA Resource Page
Canada Life Segregated Fund Performance, Overview & Fund Codes              
 
Canada Life Wealth Products – guides for advisors                                        
Canada Life Investment Management Ltd
Canada Life's weekly ""Soundbites"" featured on Investment Executive        
Insights & advice (Client friendly)                                                             
Market Volatility Toolkit                 
The Big Picture by OSC
CE - Accredited Courses                                                                                                           
 
Client Service – Investments – 1 (888) 252-1847 press 1 for English, then press 2 for Advisors, and press 2 for investments
Client Service – Investments – ISP_Customer_Care@canadalife.com
 
Workspace Support CLWorkspaceSupport@canadalife.com
Workspace Support – Canada Life Service Desk – 1 (800) 475-7001
 
Clients can register for MyCanadaLife to view their holdings with Canada Life
Get started with My Canada Life
Support line for clients – 1 (888) 534-1836
(for clients outside of Canada, collect calls accepted) – 1 (416) 597-6981
 
Richard Chen, CIM
Regional Sales Manager, Wealth Management
Ph: 604-338-6416
 
In partnership with:
 
Elly Wu
Regional Sales Representative | Wealth Management
Ph: 604-455-2731
Elly.wu@canadalife.com
Product Solutions Centre, BC Region (Greater Vancouver Area)
#1500 - 1055 Dunsmuir St,
Vancouver, BC V6B 6A3
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-09T14:21:56.000+0000,False,False,005OH00000AX0rVYAT,2025-12-09T14:21:56.000+0000,005OH00000AX0rVYAT,2025-12-12T17:39:25.000+0000,005OH00000AX0rVYAT,2025-12-12T17:39:25.000+0000,(604)505-5086,(604) 505-5086,tysonwoo@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSBfmYAG,False,,24381931,003G0000018f6vyIAA,0010A000002wOxqQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T14:52:07.000+0000,False,False,0050A000000WjqvQAC,2025-12-09T14:52:07.000+0000,0050A000000WjqvQAC,2025-12-09T14:52:07.000+0000,0050A000000WjqvQAC,2025-12-09T14:52:07.000+0000,(613)724-8247,(613) 724-8247,mark@taggartwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSDjAYAW,False,,24380876,0030A00000A8AwIQAV,0010A00000Ah5NNQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"*** DDS Dec 9th, 2025 ***
User needs to reset MFA. Authorized with rotation 2, disconnected, helped user reconnect with Salesforce Authenticator. SIgn in successful.
===============
Bonjour Salim,

C’était un plaisir de vous parler pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, j’ai déconnecté l’authentificateur précédent, je vous ai aidé à connecter le nouvel authentificateur sur votre téléphone et au final, vous vous êtes connecté à votre compte Espace Affaires avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-09T14:40:25.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-09T14:29:04.000+0000,005OH00000AbJ7aYAF,2025-12-09T14:40:25.000+0000,005OH00000AbJ7aYAF,2025-12-09T14:40:25.000+0000,(514)949-4675,,salim@dhanjifin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSElgYAG,False,,24382938,0030A0000029jj3QAA,0010A000002w7BfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:11:22.000+0000,False,False,005OH000007fgYjYAI,2025-12-09T15:11:22.000+0000,005OH000007fgYjYAI,2025-12-09T15:11:22.000+0000,005OH000007fgYjYAI,2025-12-09T15:11:22.000+0000,(514)416-0255X102,514-662-3694,ludovicmartial@gmail.com,(514)416-0256,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSG4JYAW,False,,24381257,0030A0000029a3PQAQ,0010A000002vzH5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Submit Documents,Medium,"*****DDS***** 12/09/2025
User called for assistance with submitting documents on workspace.
DDS reviewed user workspace access and verified they cant submit on MGA workspace 

ref: lookup utility

******email chain****
Hello Debbie, 

    It was a pleasure assisting you today, as mentioned the submit document’s function is not an option available through the MGA workspace. You will have to keep sending to the current email you are sending it to or you could try the fax. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T14:48:12.000+0000,False,False,005OH00000BFQFHYA5,2025-12-09T14:36:58.000+0000,005OH00000BFQFHYA5,2025-12-09T14:48:12.000+0000,005OH00000BFQFHYA5,2025-12-09T14:48:12.000+0000,(705)560-5475,,karen@sawyerandassociates.ca,(705)524-6046,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSGHCYA4,False,,24380317,0030A0000029VAUQA2,0010A000002vvAUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Error ""Oops, something went wrong Forest colour code Simple protect",Medium,"LEE C BROWNING	
W6050
Advisor was getting colour code ""forest"" when submitting application in simple protect. Advisor shared their screen, checked their preferences and tried again and it allows them to submit the application.

Hello Lee,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you were getting the error ""Oops, something went wrong"" and a colour coded error provided Forest #228b22 . You shared your screen with me, we checked your preference, and we went back to the application, and it allows you to submit the application. Please let us know if you get this message again.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T14:35:10.000+0000,False,False,005OH00000BFiyTYAT,2025-12-09T14:16:44.000+0000,005OH00000BFiyTYAT,2025-12-09T14:35:48.000+0000,005OH00000BFiyTYAT,2025-12-09T14:35:48.000+0000,(905)727-3934,,lee@southlakewealth.com,(905)727-3932,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSGihYAG,False,,24382819,0030A0000029UzTQAU,0010A000002vv28QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:09:21.000+0000,False,False,0055o000001h4cFAAQ,2025-12-09T15:09:21.000+0000,0055o000001h4cFAAQ,2025-12-09T15:09:22.000+0000,0055o000001h4cFAAQ,2025-12-09T15:09:22.000+0000,(204)571-5310,,kevin@bruggerwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSH0RYAW,False,,24381481,003OH00000QGZ1NYAX,001OH00000VxLpvYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T14:42:42.000+0000,False,False,005OH000007fgYjYAI,2025-12-09T14:42:42.000+0000,005OH000007fgYjYAI,2025-12-09T14:42:43.000+0000,005OH000007fgYjYAI,2025-12-09T14:42:43.000+0000,(438)496-5080,,emilie.dionne@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSHq1YAG,False,,24383992,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-09T15:32:03.000+0000,False,False,005OH000006uyEBYAY,2025-12-09T15:29:35.000+0000,005OH000006uyEBYAY,2025-12-09T15:32:04.000+0000,005OH000006uyEBYAY,2025-12-09T15:32:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSI1IYAW,False,,24383454,0030A0000029dkBQAQ,0010A000002w2CBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:20:45.000+0000,False,False,005G0000002gxxjIAA,2025-12-09T15:20:45.000+0000,005G0000002gxxjIAA,2025-12-09T15:20:46.000+0000,005G0000002gxxjIAA,2025-12-09T15:20:46.000+0000,(514)996-1915,,info@kinoglobal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSJK4YAO,False,,24383032,003OH00000M92kJYAR,001OH00000Quow4YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User requesting assistance for registering and signing into Workspace.

Email: bblake.cn596@primerica.com 

**********************************************************
Good morning, Bradley 

Thank you for contacting the Workspace Support Team, it was great speaking with you today with your Workspace account!
 
I'm glad I was able to assist you with completing registration and signing into your Workspace account. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T15:14:18.000+0000,False,False,005OH00000BG5v4YAD,2025-12-09T15:13:11.000+0000,005OH00000BG5v4YAD,2025-12-09T16:03:30.000+0000,005OH00000BG5v4YAD,2025-12-09T16:03:30.000+0000,(416)748-2726,,bblake.cn596@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSJVEYA4,False,,24381523,0030A0000029iwSQAQ,0010A000002w6XfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy,Medium,"*** DDS Dec 9th, 2025 ***
User cannot find policy 13888290 on Workspace but I can, so I confirmed that by email with blurred screenshot. They can setup a call if the issue presists. KB0021280 followed
===============
Good morning Somer,

Thank you for reaching out to Workspace Support to verify access to policy 13888290 for STEPHEN ABRAHAM PROFESSIONAL CORPORATION.

You should be able to access that policy and that account on Workspace and I can confirm the Third Party Access is active for the advisor code linked to this policy.

To see it, you can search for the policy number in the global navigation bar at the top right of the screen. The result should appear as below:

 

If you cannot find it, we can access your screen during a call to verify that it is accessible on your account. If you would like that, you can reply with 3 availabilities and a phone number and we will call you back to help resolve this issue.

I’m glad I was able to assist you today accessing this policy. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T14:43:46.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-09T14:43:46.000+0000,005OH00000AbJ7aYAF,2025-12-22T15:16:25.000+0000,005OH00000AbJ7aYAF,2025-12-22T15:16:25.000+0000,(519)680-7109,,lrkirbyinsuranceagency@bell.net,(519)680-7106,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSKW5YAO,False,,24380645,0035o000003F2qDAAS,0015o000003t6DlAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T14:24:07.000+0000,False,False,005OH00000245RQYAY,2025-12-09T14:24:07.000+0000,005OH00000245RQYAY,2025-12-09T14:24:08.000+0000,005OH00000245RQYAY,2025-12-09T14:24:08.000+0000,(450)687-3971,(514) 475-4578,joseph@torofinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSKj1YAG,False,,24382126,0030A000004BqHMQA0,0010A000004x1QLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T14:55:57.000+0000,False,False,005G0000002gxxjIAA,2025-12-09T14:55:57.000+0000,005G0000002gxxjIAA,2025-12-09T14:55:57.000+0000,005G0000002gxxjIAA,2025-12-09T14:55:57.000+0000,(450)580-2174,(450) 821-9429,mikael.coursol@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSLvBYAW,False,,24380835,003G0000018f6XXIAY,0010A000002wOUcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T14:28:09.000+0000,False,False,005OH00000245RQYAY,2025-12-09T14:28:09.000+0000,005OH00000245RQYAY,2025-12-09T14:28:09.000+0000,005OH00000245RQYAY,2025-12-09T14:28:09.000+0000,(450)492-5688,(514) 582-0960,antonio@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSMD1YAO,False,,24383246,0030A000004r2qcQAA,0010A000005cmgsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:17:05.000+0000,False,False,0055o000001h4cFAAQ,2025-12-09T15:17:05.000+0000,0055o000001h4cFAAQ,2025-12-09T15:17:06.000+0000,0055o000001h4cFAAQ,2025-12-09T15:17:06.000+0000,(204)573-9596,,jameshellis@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSNk7YAG,False,,24382302,003OH00000M97fIYAR,001OH00000QuxoCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Primerica Workspace Activation Code,Medium,"***DDS 2025-12-09***
User says he got to activation code portion of Workspace registration, but didn't have the code so could not continue.
DDS advised user to search for registration letter email containing activation code as per KB0023538 and advised user to email back to request another email be sent if cannot find registration letter.
 
================================================================================
****Email Chain**
Hello Darryl,

Thank you for contacting the Workspace Support team regarding your Workspace registration. An email containing the activation code should have already been sent to the email address you are currently using to email us.

Please search your inboxes for an email with the subject line “Welcome to Canada Life – Register for Workspace”. Ensure to search within your Spam folder as well when searching for this email.

If you are still unable to find this email after this search, please respond to this email and we can request to have the registration email resent to you so you can obtain your activation code and complete your Workspace registration.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: DARRYL ERIC ANTHO GUERRERO <DARRYL.GUERRERO@PRIMERICA.COM> 
Sent: December 8, 2025 7:41 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] User ID, temp password, activation code

Just was on the zoom meeting with CanadaLife and I didn't realize that I needed to get an advisor code I have semi-registered under ""darryl. guerrero@ primerica. com"" and got to the activation code point but don't have that info. Please advise
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Just was on the zoom meeting with CanadaLife and I didn't realize that I needed to get an advisor code

I have semi-registered under ""darryl.guerrero@primerica.com"" and got to the activation code point but don't have that info.

Please advise on how to proceed.



Sincerely,


Darryl Guerrero
Primerica Financial Services (NYSE: PRI)
Representative

Office: 905-604-8533
Fax: 905-604-8530
Cell: 416-508-3215

www.primericacanada.ca
www.primerica.com

PROPRIETARY & CONFIDENTIAL: This email and any attachments are confidential and/or proprietary and intended solely for the named recipients. Unauthorized use, copying, or distribution is prohibited. If you received this e-mail in error, please notify me and delete the message without copying or disclosing it. Thank you.

You are receiving this message from Darryl Guerrero on behalf of the Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively “Primerica”) branch office located at 106-7181 Woodbine Avenue, Markham ON L3R1A3. I can be reached at 905-604-8533.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-09T14:59:27.000+0000,False,False,005OH00000AX0rVYAT,2025-12-09T14:59:27.000+0000,005OH00000AX0rVYAT,2025-12-09T14:59:27.000+0000,005OH00000AX0rVYAT,2025-12-09T14:59:27.000+0000,(416)495-0752,,darryl.guerrero@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSOg9YAG,False,,24381331,003OH00000MFQwnYAH,001OH00000R27KaYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T14:38:44.000+0000,False,False,005OH000007fgYjYAI,2025-12-09T14:38:44.000+0000,005OH000007fgYjYAI,2025-12-09T14:38:44.000+0000,005OH000007fgYjYAI,2025-12-09T14:38:44.000+0000,(438)868-0481,,youri.ronai-hird@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSOt3YAG,False,,24381371,0030A0000029cQ4QAI,0010A000002w1AHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T14:39:59.000+0000,False,False,005OH000007fgYjYAI,2025-12-09T14:39:59.000+0000,005OH000007fgYjYAI,2025-12-09T14:39:59.000+0000,005OH000007fgYjYAI,2025-12-09T14:39:59.000+0000,(514)448-9080,(450) 923-5969,duchesneaudaniel@yahoo.ca,(514)448-9066,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSSQVYA4,False,,24384288,003G0000018f6qSIAQ,0010A000002wOsGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Dig Term Conversion status - INC1939524,Medium,"*** DDS 16DEC2025 ***
envelope re-sent, advised user (note: i know i sent emails from the wrong inbox with the exception of the last one as I was replying based on the original email sent by L1)

*** DDS 16DEC2025 ***
user replied with client info
INC1939524 submitted to re-send DTC envelope

*** DDS 16DEC2025 ***
asked for clarification as to whether or not the client received the docusign envelope or not, refer to Term Conversion team for status if submitted successfully
------------------------------------------
Advisor wanted to know if his conversion was submitted successfully. Educate advisor that if he did not get any error message upon submitting it then it should went through. Still not happy, so I ask if he is in workspace right now to further check it but he is on the road and cant access workspace as of this time. Suggested to call later during his free time to further check the status of the conversion.
======================

Hello Tony,

We have heard back from our Digital Hub team. The Docusign envelope was re-sent today at 1:35pm EST to your client. Please let me know if you have any questions or if there is anything else I can assist with. 

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hi Tony,

Thank you for providing the details below. I have requested that the Docusign package be re-sent to the client asap. Am I correct in assuming that this is for policy B541062-8? 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Tony Rogers <tony@tonyrogers.ca> 
Sent: December 16, 2025 12:03 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 24384288 - Digital Conversion Status - INC1939524

The client's info: Mark Skinner markskinner70@ hotmail. com 780-340-6526 Submitted 05-12-2025 Sent from my Bell Samsung device over Canada’s largest network. From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Tuesday, December
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
The client's info:
Mark Skinner
markskinner70@hotmail.com
780-340-6526
Submitted 05-12-2025


Sent from my Bell Samsung device over Canada’s largest network.
-----------------------

Good morning Tony,

I am reaching out from Workspace Support regarding your inquiry related to the status of a Digital Term Conversion application that was submitted through Workspace. For questions related to the status of the application, you can reach out to Term_Conversion_Inquiries@canadalife.com for assistance. 

Can I please confirm if your client received and was able to sign the Docusign package? If they did not receive it, can you please provide the following information so we can request that it be re-sent asap:

•	Signing Client Name
•	Signing Client Email address
•	Signing Client Phone number
•	Date the signature was requested 
•	Application number/Policy number
 
I am happy to give you a call today to discuss this issue further. Please let me know if you have any questions.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi Tony,

I understand this must be very frustrating on your end. I have submitted your case for further review and someone from the team will reach out to you once this situation is worked on. My apologies for the inconvenience and thank you for your understanding.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


Good morning.

The conversion for Mark Skinner is still not showing that the request for conversion has been received. As requested previously, can you please confirm that the Conversion was received and is being processed. Much longer than 24 to 48 hours now. 

Thanks

Tony


ROGERS FINANCIAL SERVICES LTD. 
Tony Rogers BA(ED), CFP 
Certified Financial Planner 
PO Box 33,  31 Loop Highway  
Centreville, NL A0G 4P0
Cell: 709-678-8049  Office: 709-678-2322 
Fax: 709-678-2332 


Hi Tony,

Thank you for contacting the workspace support about the status of the digital conversion submitted.

I understand that you wanted to know if the conversion you have submitted did went through as you have an experience before that you’ve submitted the conversion several times before it reflects into the system. Like what I’ve mentioned if you did not get any error message when submitting it, then it should go through. Please keep in mind that it may take 24 to 48 hours for it to reflect into the system. Please call us back later during your free time to we can investigate your inquiry further.

My apologies for the inconvenience and thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T19:25:22.000+0000,False,False,005OH000006wv2TYAQ,2025-12-09T15:34:03.000+0000,005OH00000BFPZHYA5,2025-12-16T19:25:22.000+0000,005OH000006wv2TYAQ,2025-12-16T19:25:22.000+0000,(709)678-2322,,tony@tonyrogers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSSdQYAW,False,,24387566,0030A0000029k3bQAA,0010A000002w7S7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/09/25 

User got a new phone and installed SF authenticator but was unable to access WS
Authenticated user as per KB0021888 for MFA change - disconnected and reconnected the new SF app
User signed in successfully.
 
============================================================================================= 
 
****Email Chain****

Bonjour Husain,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires pour changer l’authentificateur lier a votre compte Espace Affaires.

Je suis contente d’avoir pu vous aider à déconnecter et reconnecter l’authentificateur Salesforce sur votre compte comme vous avez changé le téléphone. Vous avez également pu vous connecter, déconnecter et reconnecter sur votre compte Espace Affaires avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T16:44:52.000+0000,False,False,005OH0000097FtCYAU,2025-12-09T16:26:29.000+0000,005OH0000097FtCYAU,2025-12-09T16:44:52.000+0000,005OH0000097FtCYAU,2025-12-09T16:44:52.000+0000,(514)757-0160,,husain.dhanji@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hST6QYAW,False,,24385582,0030A0000029cwAQAQ,0010A000002w1XBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:55:36.000+0000,False,False,0050A000000WjqvQAC,2025-12-09T15:55:36.000+0000,0050A000000WjqvQAC,2025-12-09T15:55:36.000+0000,0050A000000WjqvQAC,2025-12-09T15:55:36.000+0000,(613)274-2610X331,(613) 983-6464,jason.manor@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hST7zYAG,False,,24383088,0030A0000029phNQAQ,0010A000002wC5TQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:14:13.000+0000,False,False,0055o000001NWfMAAW,2025-12-09T15:14:13.000+0000,0055o000001NWfMAAW,2025-12-09T15:14:14.000+0000,0055o000001NWfMAAW,2025-12-09T15:14:14.000+0000,(647)880-1865,905 512 9824,jrnavera@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSTETYA4,False,,24384836,003G0000018f7nJIAQ,0010A000002wPtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:42:19.000+0000,False,False,0050A000000Hq5PQAS,2025-12-09T15:42:19.000+0000,0050A000000Hq5PQAS,2025-12-09T15:42:20.000+0000,0050A000000Hq5PQAS,2025-12-09T15:42:20.000+0000,(705)749-6776,,laura.boden@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSTceYAG,False,,24387012,003OH00000M95DvYAJ,001OH00000QuvayYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Sign in,Medium,"User needed guidance logging into Workspace, not sure of the correct URL. 

Email: roywarren@primerica.com 

*****************************************************
Good morning, Roy 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace login!
 
I'm glad I was able to assist you with signing into your Workspace account. Please follow this link to log into your Workspace account, https://workspace.canadalife.com/. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T16:19:34.000+0000,False,False,005OH00000BG5v4YAD,2025-12-09T16:18:38.000+0000,005OH00000BG5v4YAD,2025-12-09T16:25:25.000+0000,005OH00000BG5v4YAD,2025-12-09T16:25:25.000+0000,(519)471-6939,,roywarren@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSTpZYAW,False,,24386135,0030A00000A7JnBQAV,0010A00000AgH3TQAV,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request,Medium,"report provided 

**EMAIL**

Hi PJ,

As mentioned in my previous email, please see password below for your password-protected Excel file:
7ZRBDPL29F

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning PJ,

Please find the attached file of the requested W6726 Wealth Client Listings report. A separate Password Email will follow to access this password-protected Excel file.

 
Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Ethan,

Thank you for providing us the information.

The W6726 Wealth Client Listing request is now complete and sent to pj@coxfinancialgroup.ca.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Lewis, Ethan <ethan.lewis@canadalife.com> 
Sent: December 5, 2025 3:46 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Belair, Jason <Jason.Belair@canadalife.com>
Subject: RE: Seg Fund List /Case24237186

Good afternoon,

PJ gave me the following codes: If it is a London Life code you want, it is 39281-9.  The way it shows on a pay statement though is under a Canada Life W6726

Let me know if there is anything else you require.

Ethan Lewis 
Regional Sales Associate, Wealth Management
Ph: +1 403-777-5851 | E: ethan.lewis@canadalife.com
 

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 3, 2025 9:47 AM
To: Lewis, Ethan <ethan.lewis@canadalife.com>
Cc: Belair, Jason <Jason.Belair@canadalife.com>
Subject: RE: Seg Fund List /Case24237186

Good morning Ethan,

For the Wealth Client Listings report, could you please provide us the advisor codes (example of codes: Canada Life, MGA, ADSL, Producer) used to submit business under for us to look into?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Lewis, Ethan <ethan.lewis@canadalife.com> 
Sent: December 3, 2025 8:03 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Belair, Jason <Jason.Belair@canadalife.com>
Subject: FW: Seg Fund List

Good morning,

Would we be able to get this list for PJ as requested below?

Thanks,

Ethan Lewis 
Regional Sales Associate, Wealth Management
Ph: +1 403-777-5851 | E: ethan.lewis@canadalife.com
 

From: Warburton, Jeff 
Sent: December 3, 2025 6:02 AM
To: Lewis, Ethan 
Cc: Belair, Jason 
Subject: RE: Seg Fund List

Good Morning Ethan, 

If someone is looking for a book of business, the following email needs to be contacted to assist: 

WealthReportingSupport@canadalife.com

I hope this helps!

Cheers, 

Jeff Warburton (he/his)
Customer Service Specialist | Retirement Income
jeff.warburton@canadalife.com | 519-435-4421

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Lewis, Ethan <ethan.lewis@canadalife.com> 
Sent: December 3, 2025 8:00 AM
To: Warburton, Jeff <Jeff.Warburton@canadalife.com>
Cc: Belair, Jason <Jason.Belair@canadalife.com>
Subject: FW: Seg Fund List

Hi Jeff,

Would you be able to pull this list so I can get it to PJ?

Best,

Ethan Lewis 
Regional Sales Associate, Wealth Management
Ph: +1 403-777-5851 | E: ethan.lewis@canadalife.com
 

From: Belair, Jason <Jason.Belair@canadalife.com> 
Sent: December 2, 2025 2:18 PM
To: Flood, Valerie <Valerie.Flood@canadalife.com>
Cc: PJ Lynch <pj@coxfinancial.ca>; Lewis, Ethan <ethan.lewis@canadalife.com>
Subject: Re: Seg Fund List

Hi PJ,

The team and myself are at a wealth conference this week but will work on getting that off to you.

Thanks. Chat soon.

Jason

Jason Belair, CIM®
Regional Sales Manager, Wealth Management 
Product Solutions Centre - Mid-West Region 
Cell: 780-906-0968 | E: Jason.Belair@canadalife.com


In partnership with

Bunmi Ogunsakin
Regional Sales Representative, Wealth Management
Ph: 519-435-4866 | E: Bunmi.Ogunsakin@canadalife.com

Ethan Lewis
Regional Sales Associate, Wealth Management
Ph: 403-777-5851 | E: Ethan.Lewis@canadalife.com



________________________________________
From: Flood, Valerie <Valerie.Flood@canadalife.com>
Sent: Tuesday, December 2, 2025 2:38:12 PM
To: Belair, Jason <Jason.Belair@canadalife.com>
Cc: PJ Lynch <pj@coxfinancial.ca>
Subject: FW: Seg Fund List 

Hi Jason- can you help PJ with this request please?

Val 

Valerie Flood, CHS, CFP, CLU (she/her)
Advanced Case Consultant
valerie.flood@canadalife.com | 403-383-2614

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: PJ Lynch <PJ@coxfinancial.ca> 
Sent: December 2, 2025 12:20 PM
To: Flood, Valerie <Valerie.Flood@canadalife.com>
Subject: [EXT] Seg Fund List

Hey Val Can you please send me a full list of all our Canada Life Seg Fund contracts we currently have on the books with you? Thanks PJ The contents of this communication, including any attachment(s), are confidential and may be privileged. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hey Val

Can you please send me a full list of all our Canada Life Seg Fund contracts we currently have on the books with you?

Thanks
PJ

 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-09T16:05:16.000+0000,False,False,005OH0000071DK9YAM,2025-12-09T16:05:16.000+0000,005OH0000071DK9YAM,2025-12-09T16:05:16.000+0000,005OH0000071DK9YAM,2025-12-09T16:05:16.000+0000,(403)329-6220,(403) 894-2213,pj@coxfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSU0qYAG,False,,24382607,0030A0000029avBQAQ,0010A000002vzycQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided, tech issue 

**EMAIL**

Hi Kristian,

As mentioned in my previous email, please see password below for your password-protected Excel file:
BXEQBAM6PW


Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Kristian,

Please find the attached file of the requested Insurance Client Listings report. A Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Kristian,

I will resend the Client Listings report to you shortly. Please note the password for the password-protected Excel file remains the same. If you asked to enter a one-time passcode to open an encrypted email message, this is a code sent by Microsoft Office 365 Encryption separately. I have attached a reference guide below on how to open the email encrypted message.

1. Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example of the error message.

 

2. Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message

 
•	Please note the ""Password Email"" I provided is not to get into this site. The “Password Email” is for the Excel file itself as it is password-protected
•	Is the website asking for a one-time pass code? This is a separate code sent to your inbox or mobile device from the email service (ex. Microsoft Office 365 Encryption) 
o	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
o	Please check the general inbox for the code
	Please also check spam/junk folder
o	Please copy and paste the code to eliminate any mishaps
•	Is the website asking for login credentials? This is your email login credentials 
 

3. Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password located in the ""Password Email"" I provided.
The only time you input the password from the ""Password Email"" is shown below as reference
•	Please copy and paste the password to eliminate any mishaps

 



Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




From: Kristian Manion <kris@manionfinancial.com> 
Sent: December 5, 2025 4:41 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: Client Listing Request /Case24330164

Hi guys, I'm having troubles opening attached and it says I've tried too many times. . Anyway you can retry sending? Kristian Manion, CHS Insurance & Benefits Specialist Manion & Associates Financial Services office: 604-463-6060
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi guys, I'm having troubles opening attached and it says I've tried too many times.. Anyway you can retry sending?


Kristian Manion, CHS  
Insurance & Benefits Specialist
Manion & Associates Financial Services
office: 604-463-6060
mobile: 604-537-8390
kris@manionfinancial.com             
manion.ca    

 

Please note my new email address going forward is kris@manionfinancial.com

We care about our customers’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. 



 
Virus-free.www.avg.com


On Fri, Dec 5, 2025 at 1:36 PM BusinessReporting <BusinessReporting@canadalife.com> wrote:
 

BusinessReporting (BusinessReporting@canadalife.com) has sent you an encrypted message. Un message crypté vous a été envoyé. 
 

Click here/Cliquez ici



Encrypted message from Canada Life Assurance Company. Message crypté de Canada Life Assurance Company. 
Privacy Statement 


Learn More on email encryption. 
Microsoft Corporation, One Microsoft Way, Redmond, WA 98052",True,2025-12-09T15:05:34.000+0000,False,False,005OH0000071DK9YAM,2025-12-09T15:05:34.000+0000,005OH0000071DK9YAM,2025-12-09T15:05:35.000+0000,005OH0000071DK9YAM,2025-12-09T15:05:35.000+0000,(604)463-6060,,kris@manionfinancial.com,(604)463-1586,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSUDmYAO,False,,24384067,003OH0000017G14YAE,001OH000001IwZiYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:30:42.000+0000,False,False,005OH000003ds0PYAQ,2025-12-09T15:30:42.000+0000,005OH000003ds0PYAQ,2025-12-09T15:30:42.000+0000,005OH000003ds0PYAQ,2025-12-09T15:30:42.000+0000,(705)742-6800,,thomas@thomasfinancial.net,(705)742-5803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSUP4YAO,False,,24386127,0030A00000CNpEQQA1,0010A00000CyfasQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setting Up as an Advisor,Medium,"FRANCESCA BENEDETTI
advisor does not have their advisor code/ any info they need to be fully set up on CL account
Advised them to contact contracts and licensing for more information
No email sent",True,2025-12-09T16:10:16.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T16:05:11.000+0000,005OH00000BGf2TYAT,2025-12-09T16:10:16.000+0000,005OH00000BGf2TYAT,2025-12-09T16:10:16.000+0000,(450)973-2333,,francesca.benedetti@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSUs5YAG,False,,24383536,0030A0000029dkBQAQ,0010A000002w2CBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:22:01.000+0000,False,False,005G0000002gxxjIAA,2025-12-09T15:22:01.000+0000,005G0000002gxxjIAA,2025-12-09T15:22:02.000+0000,005G0000002gxxjIAA,2025-12-09T15:22:02.000+0000,(514)996-1915,,info@kinoglobal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSV6XYAW,False,,24382318,0030A000009LqovQAC,0010A00000ANvmCQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issues,Medium,"***DDS 2025-12-09***
User was having issues logging in to Workspace.
DDS guided user to correct login page and user was able to login.
 
================================================================================
****Email Chain**
Bonjour Julien,

Merci pour votre appel concernant votre accès à l’Espace Affaires. Nous sommes très heureux que nous avons pu vous aider à accéder à votre compte Espace Affaires en vous guidant à la bonne page de login.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T15:06:00.000+0000,False,False,005OH00000AX0rVYAT,2025-12-09T14:59:40.000+0000,005OH00000AX0rVYAT,2025-12-09T15:06:00.000+0000,005OH00000AX0rVYAT,2025-12-09T15:06:00.000+0000,(418)627-4447,,julien.gp@gestionholos.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSVeVYAW,False,,24385945,0030A0000029hh8QAA,0010A000002w5XJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Issues,Medium,"***DDS 2025-12-09***
User was having issues logging in to Workspace.
DDS assisted user with Authenticator use.
 
================================================================================
****Email Chain**
Bonjour Claude,

Merci pour votre appel concernant votre accès à l’Espace Affaires. Nous sommes très heureux que nous avons pu vous aider à accéder à votre compte d’Espace Affaires en utilisant votre application mobile Authenticator. Comme rappel, à chaque fois que vous essayez de faire votre login à l’Espace Affaires vous devez utiliser cette application pour authentifier votre login.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T16:08:42.000+0000,False,False,005OH00000AX0rVYAT,2025-12-09T16:02:06.000+0000,005OH00000AX0rVYAT,2025-12-09T16:08:43.000+0000,005OH00000AX0rVYAT,2025-12-09T16:08:43.000+0000,(418)659-8383X224,,claudeservais@sfpquebec.ca,(418)659-5565,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSVuaYAG,False,,24388856,003OH00000M98OQYAZ,001OH00000QurmCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W2002,Medium,"User is trying to resister and sign in into their account. 
User successfully registered but when she signed out to sign back in she received error, ""The user name or email address and password combination you entered is incorrect"".
Tried sending reset password link- did not work
User did self guided to reset password and was able to sign in. 

Email: lynnmarieberryman@primerica.com 

***********************************************************
Good morning, Lynn

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace registration!
 
I'm glad I was able to assist you with completing registration and signing into your Workspace account. During Workspace login it will now request a confirmation through the Google authenticator.  
Your patience was greatly appreciated as we were troubleshooting!
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:06:22.000+0000,False,False,005OH00000BG5v4YAD,2025-12-09T16:44:50.000+0000,005OH00000BG5v4YAD,2025-12-09T17:36:26.000+0000,005OH00000BG5v4YAD,2025-12-09T17:36:26.000+0000,(289)237-3076,,lynnmarieberryman@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSWVfYAO,False,,24385501,0030A0000029X3hQAE,0010A000002vwj0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Login Issues,Medium,"KAMLA THAPAR
user is having trouble with MFA to sign into their account
Advised user to try another authenticator app as they do not have their salesforce authenticator attached to their app. They were able to log in using their google authenticator.

Email:
----------
Hello Kamla,

Thank you for contacting Workspace Support about your log in issues due to the authenticator app.

On the call, I determined that your account is not linked to your salesforce authenticator and instead another authenticator method was used when setting up your app. In the future, please use your google authenticator app to log into your workspace account.

Let us know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T16:00:53.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T15:54:06.000+0000,005OH00000BGf2TYAT,2025-12-09T16:00:53.000+0000,005OH00000BGf2TYAT,2025-12-09T16:00:53.000+0000,(905)886-0652,,kamla_thapar@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSWqjYAG,False,,24385696,003G000001VqBTYIA3,0010A000002wShDQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SimpleProtect application error - Azure,Medium,"*** Dec 9th, 2025 ***
User has error Azure when adding a beneficiary. Tried all trouble shooting from KB0022199 but application still blocked. Term life insurance, not a big contract, exiting and entering not working, Clearing cache and cookies but same issue. Transferred to L2 to escalate issue.",True,2026-02-05T20:14:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-09T15:57:47.000+0000,005OH00000AbJ7aYAF,2026-02-05T20:14:13.000+0000,005OH00000AbJ7aYAF,2026-02-05T20:14:13.000+0000,(418)741-3155,(418) 208-7422,david.aprilgrant@sommetgf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSXJhYAO,False,,24383102,0030A0000029cAvQAI,0010A000002w0zIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA access but Can't access illustrations,Medium,shaylee davis is ASA. They can't access illustrations in PI as they do have TPA access to their advisors advisor code 88671. Called assist line and the issue has been escalated to the second level support.,True,2025-12-09T15:31:23.000+0000,False,False,005OH00000BFiyTYAT,2025-12-09T15:14:31.000+0000,005OH00000BFiyTYAT,2025-12-09T15:31:38.000+0000,005OH00000BFiyTYAT,2025-12-13T02:02:43.000+0000,(905)832-4572,,scott.olynick@edwardjones.com,(866)462-7285,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSZJvYAO,False,,24385790,003OH00000M93GbYAJ,001OH00000QusmpYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica -Registration error ERR-W1506,Medium,"BARRY KENNETH CHAPMAN
Advisor is getting above error code. They confirmed that they received user ID yesterday. They have been advised to wait for 48 hours and try again.

Hello Barry,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, we talked about the error code ERR-W1506. You will get this error message when you have not waited 2 business days after registering for User ID. Please try to do the registration tomorrow. If the error message still remain same, please reach out to us.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T16:08:23.000+0000,False,False,005OH00000BFiyTYAT,2025-12-09T15:59:19.000+0000,005OH00000BFiyTYAT,2025-12-09T16:08:39.000+0000,005OH00000BFiyTYAT,2025-12-09T16:08:39.000+0000,(204)996-0778,,barrykennethchapman@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSa9UYAS,False,,24384838,003OH00000M99ymYAB,001OH00000QupKfYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Workspace Registration,Medium,"Advisor was concerned about an email they received while logging onto workspace, they tried again and were able to successfully sign on.
**********Hi Masoud, Welcome to Workspace.

To recap our call, you were concerned about an email you receiving pertaining to your workspace account regarding it saying that you have logged in from an unfamiliar network sign on, however you were able to complete your registration successfully. If you continue to receive that email please let us know.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T15:54:08.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T15:42:20.000+0000,005OH00000BFQFCYA5,2025-12-09T15:57:43.000+0000,005OH00000BFQFCYA5,2025-12-09T15:57:43.000+0000,(647)919-8463,,masoud.movahedi@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSbOtYAK,False,,24383727,0030A0000029kbzQAA,0010A000002w7vYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Needs activation code,Medium,"Caller Name: SHIV KALYAN
Advisor or support staff: Advisor 
Advisor Code: D7002 MGA
Advisor Name: SHIV KALYAN	
Phone: (647) 825-1930
Email: skalyan.financialservices@gmail.com and shiv.kalyan@cartewm.com	
Siebel verification: completed 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: trying to sign into workspace and its asking for an activation code, doesn't have one. 

FINDINGS: did a log me in session, he was trying to use repnet to re-set his password. 

profile locked
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001nXBrAAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HEjAAAW%26cntc%3D0035o000004HEjAAAW%26id%3D0055o000001nXBrAAM

RESOLUTION: Went to Workspace, he's getting ERR-W1283. followed KB0017399. Partial, couldn't recall the last login to Workspace. HARD STOP

the last user logins
Mon 11/24/2025, 12:09:33 PM              
174.95.65.69 Chatter Communities External User	Success

double checked with assist desk Jason. HARD STOP AS CONFIRMED TO BE SURE IN THE EVENT THIS WAS ESCALATED.

Tried to help jog his memory further asking him to check his emails and so forth and he found a note where he last updated his password for Workspace and it matched what I have on SF.

verified phone # in siebel and called him back at the # in Siebel 	(647) 825-1930 to be absolutely sure. 
unlocked the account in SF, had him re-set the password, 


--------------------------------------***DDS  12/09/2025***--------------------------
Hello Shiv,

Thank you for contacting Workspace support today regarding not being able to access the website and receiving ERR-W1283.

It was a pleasure speaking to you and helping you regain access.

To recap during our LogMeIn session we found ERR-W1283 which indicated your account was locked due to too many failed password attempts.

We completed verification, unlocked the account. I then had you re-set your password. You were able to sign into Workspace and authenticated.

I then had you sign out, sign in again to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T16:27:32.000+0000,False,False,005OH00000AUS7aYAH,2025-12-09T15:24:45.000+0000,005OH00000AUS7aYAH,2025-12-09T16:27:32.000+0000,005OH00000AUS7aYAH,2025-12-09T16:27:32.000+0000,(647)825-1930,905-783-5430,skalyan.financialservices@gmail.com,(289)725-8025,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hScZSYA0,False,,24384005,003G0000018f6niIAA,0010A000002wOpSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre SSO Issue,Medium,"*** DDS Dec 9th, 2024 ***
User cannot access IC. Turns out their license was terminated recently so no access to all funds unlike what the user thought (MF only).
=============
Bonjour Guy,

C’était un plaisir de vous parler aujourd’hui au sujet de l’accès au centre d’investissement.

Durant notre appel, vous avez confirmé que votre licence avec Quadrus a pris fin récemment. L’accès au Centre d’Investissement est lié à cette license, ce qui explique pourquoi vous n’y avez plus accès en ce moment.

C’était un plaisir de vous aider aujourd’hui au sujet de cet accès au Centre d’Investissement. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-09T15:48:57.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-09T15:29:46.000+0000,005OH00000AbJ7aYAF,2025-12-09T15:51:20.000+0000,005OH00000AbJ7aYAF,2025-12-13T02:01:54.000+0000,(418)812-3320,,gjulien@forcescollectives.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSe3PYAS,False,,24388461,003G0000018f6dcIAA,0010A000002wObeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T16:39:41.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T16:39:41.000+0000,0055o000002KxaMAAS,2025-12-09T16:39:42.000+0000,0055o000002KxaMAAS,2025-12-09T16:39:42.000+0000,(780)875-2125,(780) 808-6993,ron@ronwalshfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSexpYAC,False,,24384033,0030A0000029jHzQAI,0010A000002w6pfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA access,Medium,"JANE CAPELL 98477
user requested TPA access forms for delegate access
informed user that I will send the requested forms.

Email:
----------
Hello Jane,

To answer your question, you would also need to fill out the TPA form to give access to your administrator. This form gives them access to your information on workspace which they would need for administrative purposes.

Let me know if you have any more questions.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jane Capell <jane.capell@dfsin.ca> 
Sent: December 9, 2025 1:00 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: TPA Access Form - 24384033
Importance: High

G’day! Thank you for the form. I submitted it already and then my administrator gently reminded me that she also requires access to the compensation section. Is there another level of permission that I need to give to do this? Jane Capell 98477
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
G’day!
Thank you for the form.  I submitted it already and then my administrator gently reminded me that she also requires access to the compensation section.  Is there another level of permission that I need to give to do this?
Jane Capell 
98477
Thanks so much for your assistance in this regard.

Jane Capell, CFP, CLU
Certified Financial Planner

Office: 905-570-1200 ext. 279
Fax: 905-570-1270
dfsin.ca/janecapell


It is possible to unsubscribe from this contact list at any time by phone, mail or email.

This email is confidential, may be privileged and is intended for the exclusive use of the addressee. Any other person is strictly
prohibited from disclosing, distributing or reproducing this message.  If you have received this email in error, please immediately
delete it and notify the sender. Thank you.



Hello Jane,

Thank you for contacting Workspace Support to request delegate access for your associates.

As mentioned on the call, please see the attached form to complete this request. Once completed, please send the form to Distribution_Methodology@canadalife.com for processing. Once the process has been  completed, they will send you a confirmation.

Please let me know if you have any questions.

🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T15:36:42.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T15:30:08.000+0000,005OH00000BGf2TYAT,2025-12-10T14:06:37.000+0000,005OH00000BGf2TYAT,2025-12-10T14:06:37.000+0000,(905)570-1200X276,,jane.capell@dfsin.ca,(905)333-4631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSfdmYAC,False,,24384410,003OH00000M9743YAB,001OH00000QusmzYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Workspace Registration,Medium,"***DDS 2025-12-09***
User was having issues logging into Workspace.
DDS found that user was not registered and assisted with registration and connecting Authenticator.
 
================================================================================
****Email Chain**
Hello Cheryl,

It was a pleasure speaking to you earlier regarding your Workspace access. We’re happy we were able to assist you in registering for Workspace and connecting your Authenticator app.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T15:59:43.000+0000,False,False,005OH00000AX0rVYAT,2025-12-09T15:35:49.000+0000,005OH00000AX0rVYAT,2025-12-09T15:59:43.000+0000,005OH00000AX0rVYAT,2025-12-09T15:59:43.000+0000,(306)222-8224,,cherylelaine.hamm@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSgoQYAS,False,,24387256,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,follow up to VM,Medium,,True,2025-12-09T16:24:15.000+0000,False,False,005OH000006uYrkYAE,2025-12-09T16:22:07.000+0000,005OH000006uYrkYAE,2025-12-09T16:32:47.000+0000,005OH000006uYrkYAE,2025-12-09T16:32:47.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSgy9YAC,False,,24386724,003G0000018f7OfIAI,0010A000002wPV5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Sign on,Medium,"Support staff just confirming what the CRM is and if it's something they would need to action.
***************
Hi Sarah , thank you for contacting the workspace support today.

To recap our call, you had some questions about the CRM download , I able just to let you know what the CRM functions are. If there is data to be extracted, please let us know we would be happy to help.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T16:14:19.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T16:14:19.000+0000,005OH00000BFQFCYA5,2025-12-09T16:20:44.000+0000,005OH00000BFQFCYA5,2025-12-09T16:20:44.000+0000,(306)693-5251,(306) 631-8034,brent.goldkey@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hShvjYAC,False,,24385178,003OH00000XXKZlYAP,001OH00000fjWPRYA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,workspace registration,Medium,"YING MEI
H8588
Advisor was trying to login then I realized they are not registered yet. she was able to complete their registration and authenticator setup and login successfully.

Hello Ying,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you were trying to login to your workspace account, but we noticed that you are not registered yet. You were able to complete your registration and authentication setup. At the end, you were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T15:59:12.000+0000,False,False,005OH00000BFiyTYAT,2025-12-09T15:47:58.000+0000,005OH00000BFiyTYAT,2025-12-09T15:59:12.000+0000,005OH00000BFiyTYAT,2025-12-09T15:59:12.000+0000,(416)827-1300,,jennifermei@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSitSYAS,False,,24390056,0030A0000029abiQAA,0010A000002vziDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:01:41.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T17:01:41.000+0000,005OH00000BfjndYAB,2025-12-09T17:01:41.000+0000,005OH00000BfjndYAB,2025-12-09T17:01:41.000+0000,(250)314-6628,,spencer.watson@edwardjones.com,(855)268-9396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSj1TYAS,False,,24384951,0030A0000029iU4QAI,0010A000002w6CcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account Unlock and password reset,Medium,"*****DDS***** 12/09/2025
User needed account unlocked and a ws password reset. DDS authenticated and unlocked user

ref:::: KB0021888

***8EMAIL CHAIN****

Hello Chaim,

    It was a pleasure assisting you today with unlocking your account and resetting your password. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T15:44:09.000+0000,False,False,005OH00000BFQFHYA5,2025-12-09T15:44:09.000+0000,005OH00000BFQFHYA5,2025-12-09T16:02:56.000+0000,005OH00000BFQFHYA5,2025-12-09T16:02:56.000+0000,(450)973-2333,(514) 487-1248,chaim.goldberg@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSk7BYAS,False,,24385100,0030A000008N8yaQAC,0010A000009GGwmQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New Business application,Medium,"user called regarding a application he submitted, he is met to have a document sign from the workspace for the client to sign according to the new business cordinator it is found on workspace.
But there is not document available once an appliaction is submitted, request to reach back to new business person for other instruction or option.
he also inquired about adding advisor on his new business dashbord but the dashborad is missing.
Escalated call to jonathan second level warm transfer.
60919803t
=====================================================================Email.",True,2025-12-09T20:49:45.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-09T15:46:39.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:49:45.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:49:45.000+0000,(514)966-0645,,philippe.v.tardif@clario.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSkTpYAK,False,,24387939,0030A000007taT5QAI,0010A000008m0xBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T16:31:58.000+0000,False,False,0055o000001t1uPAAQ,2025-12-09T16:31:58.000+0000,0055o000001t1uPAAQ,2025-12-09T16:31:58.000+0000,0055o000001t1uPAAQ,2025-12-09T16:31:58.000+0000,(647)830-9882,,kathryndou@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSlRTYA0,False,,24385824,003G0000018f7nJIAQ,0010A000002wPtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:59:53.000+0000,False,False,0050A000000Hq5PQAS,2025-12-09T15:59:53.000+0000,0050A000000Hq5PQAS,2025-12-09T15:59:53.000+0000,0050A000000Hq5PQAS,2025-12-09T15:59:53.000+0000,(705)749-6776,,laura.boden@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSlssYAC,False,,24386568,0035o000004POqEAAW,0015o000004yXyZAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"***DDS 2025-12-09***
User was still having issues with their SP Tan error (INC1928826) despite receiving an email that issue should be resolved.
DDS reopened ticket and escalated issue L2.
 
================================================================================
****Email Chain**",True,2025-12-09T16:17:46.000+0000,False,False,005OH00000AX0rVYAT,2025-12-09T16:11:54.000+0000,005OH00000AX0rVYAT,2025-12-09T16:17:46.000+0000,005OH00000AX0rVYAT,2025-12-09T16:17:46.000+0000,(819)944-2444,,sfdavidomaninc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSnHxYAK,False,,24385699,003G0000018f6emIAA,0010A000002wOcoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T15:57:49.000+0000,False,False,0050A000000WjqvQAC,2025-12-09T15:57:49.000+0000,0050A000000WjqvQAC,2025-12-09T15:57:49.000+0000,0050A000000WjqvQAC,2025-12-09T15:57:49.000+0000,(613)342-2555,(613) 498-5277,admin@leonardgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSnpsYAC,False,,24389986,0030A000002gyoQQAQ,0010A000003S67MQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration Assistance,Medium,"BROOKLYN SCOTT (C2075)
User is having trouble accessing user id to register for workspace
KB0020858 - Authenticated user and reset their ISAM password
user was able to successfully reset their User ID password and then register for workspace while on the call.

Email:
----------
Hello Brooklyn,

Thank you for contacting Workspace Support concerning Registering for Workspace.

On the call today, we were able to successfully reset your User ID password which gave you access to register for your Workspace account. We were able to successfully register for your Workspace account on the call.

If you have any more questions, please let me know.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 9, 2025 12:06 PM
To: brooklyn.scott@investdfsi.ca
Subject: User ID password reset - 24389986

Hello Brooklyn, 

Thank you for contacting Workspace Support concerning Registering for Workspace.

Please visit the link to reset your user id password:
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:16:44.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T17:00:41.000+0000,005OH00000BGf2TYAT,2025-12-09T17:16:44.000+0000,005OH00000BGf2TYAT,2025-12-09T17:16:44.000+0000,(204)523-4922,,brooklyn.scott@investdfsi.ca,(204)523-7117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSpGdYAK,False,,24394616,003OH00000JvgvkYAB,001OH00000OMViZYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:10:04.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T18:10:04.000+0000,005OH000004Ir1xYAC,2025-12-09T18:10:04.000+0000,005OH000004Ir1xYAC,2025-12-09T18:10:04.000+0000,(587)952-1888,,joey@tievoliwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSptFYAS,False,,24386032,0030A0000029dkxQAA,0010A000002w2CnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration Issues,Medium,"Samantha Werner-Mackeler
User is having trouble registering through the link provided in their distribution methodology email.
advised user to try another browser and also provided a direct link to help with registration.

Email:
----------
Hello Samantha,

It was brought to our attention that you are having trouble with registering for a Workspace account. I am happy to assist you.

Please advise what browser you are using to register for Workspace. We are aware that there has been some trouble with registering for Workspace through this link due to a browser issue. 

To resolve this, please try another browser or you can register using this link instead: https://workspace.canadalife.com/registration

Please let me know if the issue persists.


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 8, 2025 7:16 PM
To: Werner-Mackeler, Samantha <samantha@leonardgroup.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: Register for access to Canada Life Workspace - MGA

Hi Samantha.

I am including @CL Workspace Support in this email to assist you in registering for Workspace.

@CL Workspace Support – Samantha registered their user ID SAMANTHALGF on November 27, 2025.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: samantha@leonardgroup.ca <samantha@leonardgroup.ca> 
Sent: December 3, 2025 9:58 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace - MGA

Good morning, I am trying to do Step 2: Register for Workspace – I click on the link below and it takes me to this page. Unfortunately when I click on the I have a Canada life User ID box, nothing happens. There is no active link attached. Can
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning,

I am trying to do Step 2: Register for Workspace – I click on the link below and it takes me to this page. Unfortunately when I click on the I have a Canada life User ID box, nothing happens. There is no active link attached. Can you please let me know if this is a know issue or how to finish setting up Step 2. It has been 3 days since I did Step 1. 

 
Thank you!

Samantha Werner-Mackeler
Financial Planner (FP)
Leonard Group Financial
307-9 Broad St., Brockville, ON  K6V 6Z4
Office Hours – Monday to Friday 8am to 4pm
613-342-2555 | Fax: 613-342-2558 | www.leonardgroup.ca  
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line. 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-09T16:03:27.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T16:03:27.000+0000,005OH00000BGf2TYAT,2025-12-09T16:04:48.000+0000,005OH00000BGf2TYAT,2025-12-09T16:04:48.000+0000,(613)723-7200,,samantha.werner-mackeler@igpwm.ca,(613)723-0158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSrOnYAK,False,,24386193,003G0000018f6xmIAA,0010A000002wP0QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,N/A,Medium,,True,2025-12-09T16:13:14.000+0000,False,False,005OH0000097FtCYAU,2025-12-09T16:06:04.000+0000,005OH0000097FtCYAU,2025-12-09T16:13:14.000+0000,005OH0000097FtCYAU,2025-12-09T16:13:14.000+0000,(418)955-3255,(418) 955-3255,nicolas@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSrQRYA0,False,,24388056,003OH0000017G14YAE,001OH000001IwZiYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T16:33:42.000+0000,False,False,005OH000003ds0PYAQ,2025-12-09T16:33:42.000+0000,005OH000003ds0PYAQ,2025-12-09T16:33:42.000+0000,005OH000003ds0PYAQ,2025-12-09T16:33:42.000+0000,(705)742-6800,,thomas@thomasfinancial.net,(705)742-5803,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSrQYYA0,False,,24391741,0030A0000029dq6QAA,0010A000002w2GjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:27:30.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T17:27:30.000+0000,005OH000004Ir1xYAC,2025-12-09T17:27:30.000+0000,005OH000004Ir1xYAC,2025-12-09T17:27:30.000+0000,(403)317-4821,(403) 380-0478,peter@mcnallyfinancial.ca,(403)328-4034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSrqIYAS,False,,24391520,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Additional Codes for JAKE CURLEY,Medium,"***DDS*** 12/10/25
Name: JAKE CURLEY

Hello Rachel,

These Advisor codes are aligned to Jakes ADSL workspace, please ensure Jake is logging into ADSL and not his MGA Workspace.

If he is in the correct Workspace please provide some policy number examples so we can investigate.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: December 9, 2025 3:42 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: RE: 24391520 - RE: Access on Workspace - FW: Additional Code - JAKE CURLEY - LECK & CURLEY FINANCIAL SERVICES LIMITED

Hello, 

Please see attached, Jake cannot see any clients under his new code, the transfers were completed last week.

Thank you,
Rachel

Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857


***DDS*** 12/09/25
Name: JAKE CURLEY

Hello Rachel,

Thank you for contacting the Workspace support group regarding Additional Codes for JAKE CURLEY.

I can confirm that jake is alligned with the following  Advisor Codes: F8116 | A5902 | 20411-0 | 188070 | 188075

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: December 9, 2025 10:44 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: Access on Workspace - FW: Additional Code - JAKE CURLEY - LECK & CURLEY FINANCIAL SERVICES LIMITED
Importance: High

Hello, 

Can you please confirm for me if Jake Curley has been set up with access to his new code on Workspace?  New codes are below.

Thank you,
Rachel

Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857

In partnership with:

Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Pozzebon, Jenna <Jenna.Pozzebon@canadalife.com> 
Sent: November 13, 2025 4:32 PM
To: Contracts & Comp Direct Contracting <Contracts&CompDirectContracting@canadalife.com>; Contracts & Comp Accounting <contracts&compaccounting@canadalife.com>; Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>; Field Recognition <FieldRecognition@canadalife.com>; Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>; AN Digital Support <ANDigitalSupport@canadalife.com>; Field Management Changes <FIELDMANAGEMENTCHANGES@canadalife.com>; Field Payroll <FieldPayroll@canadalife.com>; Employee Benefits Admin <staffplan@canadalife.com>; McLeod, Laura <Laura.McLeod@canadalife.com>; eBusiness Support <eBusinessSupport@canadalife.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: Additional Code - JAKE CURLEY - LECK & CURLEY FINANCIAL SERVICES LIMITED

Please note: JAKE CURLEY has been issued an additional set of rep codes effective Nov 10, 2025.

*New 
Advisor Information
Advisor Name	JAKE CURLEY
Advisor Email	jake@leckcurley.ca

Advisor Codes	F8116 | A5902 | 20411-0 | 188070 | 188075
Life Licensed	Yes
Mutual Fund Registered	Yes
Business Address	174 GEORGE ST
NEW GLASGOW NS B2H 2K9
Advisor Alignment
Firm Name	LECK & CURLEY FINANCIAL SERVICES LIMITED
F5374
Principal of Firm	JAKE CURLEY
F5376
Firm’s Former Channel	FREEDOM
Office Code | Branch Code | Regional Office	PLEC | NOVSC | LL RO 6580 GWL RO 7340
RO Change	No
Region/Sales Team	708-09
Wholesale Region	ATLANTIC
Field Sales Territory	ATLANTIC(FS)
Location	HALIFAX
Effective Date	Nov 10, 2025



Jenna Pozzebon, ALMI
Contracts & Compensation Specialist | Contracts and Licensing 
Jenna.Pozzebon@canadalife.com  |  519-435-6968",True,2025-12-09T17:41:54.000+0000,False,False,005OH00000BGeeHYAT,2025-12-09T17:24:01.000+0000,005OH00000BGeeHYAT,2025-12-10T14:12:49.000+0000,005OH00000BGeeHYAT,2025-12-10T14:12:49.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSsRKYA0,False,,24386963,003G0000018f6xmIAA,0010A000002wP0QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"***DDS 2025-12-09***
User was having issues registering for Workspace and was unable to reset User ID password.
DDS assisted user with ISAM password reset and registration for Workspace and Authenticator link.
DDS also assisted user with delegate access.
 
================================================================================
****Email Chain**
Bonjour Line et Nicolas,

Merci pour votre appel concernant votre inscription à l’Espace Affaires. Nous sommes très heureux que nous avons pu vous aider à compléter votre inscription.

Si vous rencontrez toujours des problèmes avec l’ajout de Line comme délégué après 48 heures, n’hésitez pas à répondre à ce courriel et nous pourrons investiguer ce problème plus profondément.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T16:30:45.000+0000,False,False,005OH00000AX0rVYAT,2025-12-09T16:17:56.000+0000,005OH00000AX0rVYAT,2025-12-09T16:39:24.000+0000,005OH00000AX0rVYAT,2025-12-09T16:39:24.000+0000,(418)955-3255,(418) 955-3255,nicolas@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hStlgYAC,False,,24390823,0030A0000029XS0QAM,0010A000002vx1aQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simpleprotect link issue,Medium,"****DDS**** 12/09/2025
User was not getting docusign email confirmation for application being sent. escalated to l2 to get a new link generated

*****email chain****

Hello Jack, 

     It was a pleasure assisting you today, the issue with not receiving the application confirmation has now been escalated to 2nd level. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:32:05.000+0000,False,False,005OH00000BFQFHYA5,2025-12-09T17:13:29.000+0000,005OH00000BFQFHYA5,2025-12-09T17:32:05.000+0000,005OH00000BFQFHYA5,2025-12-09T17:32:05.000+0000,(416)493-7113,,service@wealthworks.com,(866)620-5414,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSuBQYA0,False,,24388521,0030A000004VV8RQAW,0010A000005HhGBQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T16:40:34.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T16:40:34.000+0000,0055o000002KxaMAAS,2025-12-09T16:40:35.000+0000,0055o000002KxaMAAS,2025-12-09T16:40:35.000+0000,(403)606-2105,,rob.gillings@navwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSuhfYAC,False,,24390645,0030A0000029VknQAE,0010A000002vvchQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustrations issue,Medium,"KB0022333
KB0023420
KB0023323


Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Ok
-Physical address: Yes
-Used LogMeIn? Yes
-Advisor code(s): W5695
-Caller's email address:deb@davisrea.com
-Called Assist: Yes, K

Call details: Caller was having an issue running illustrations for LL policies, we cleared their browser's cookies, reset their ISAM password, and walked them through running illustrations successfully.

------------------------------------------------------------------EMAIL-----------------------------------------
Hi Debbie,

It was a pleasure speaking on the phone with you earlier regarding your LL illustrations issue.

I'm glad that the issue is resolved and you were able to run multiple illustrations successfully.

Just a recap of what we did, we cleared your browser’s cash & cookies and reset your Repnet passwords which allowed you the access to your LL illustrations software successfully.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 

Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T18:35:50.000+0000,False,False,005OH00000AbCcLYAV,2025-12-09T17:10:37.000+0000,005OH00000AbCcLYAV,2025-12-09T18:44:42.000+0000,005OH00000AbCcLYAV,2025-12-13T02:02:32.000+0000,(416)324-2205,,lw@davisrea.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSvCWYA0,False,,24393323,003OH00000YlKHaYAN,001OH00000iB7wGYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:50:36.000+0000,False,False,005OH00000865wTYAQ,2025-12-09T17:50:36.000+0000,005OH00000865wTYAQ,2025-12-09T17:50:36.000+0000,005OH00000865wTYAQ,2025-12-09T17:50:36.000+0000,(587)223-2031,,zuojunjiao1982@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSwOTYA0,False,,24386865,0030A0000029pfbQAA,0010A000002wC46QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T16:16:19.000+0000,False,False,005OH000003ds0PYAQ,2025-12-09T16:16:19.000+0000,005OH000003ds0PYAQ,2025-12-09T16:16:20.000+0000,005OH000003ds0PYAQ,2025-12-09T16:16:20.000+0000,(647)922-9057,,catherine.macrae@outlook.com,(905)695-0848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSwumYAC,False,,24388484,003OH000005SHZTYA4,001OH000006sFhrYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login Assistance,Medium,"ANDREW WHITEHEAD (E8065)
user is having trouble logging into their account
Advised user to try with the correct email address associated with the workspace account.
user self resolved the issue
no email sent",True,2025-12-09T16:43:46.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T16:40:04.000+0000,005OH00000BGf2TYAT,2025-12-09T16:43:47.000+0000,005OH00000BGf2TYAT,2025-12-09T16:43:47.000+0000,(905)333-3335,,andrew.whitehead@ig.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSwuqYAC,False,,24393200,0035o000005kKt2AAE,0015o000006J0p3AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:48:53.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T17:48:53.000+0000,0055o000002KxaMAAS,2025-12-09T17:48:54.000+0000,0055o000002KxaMAAS,2025-12-09T17:48:54.000+0000,(403)991-4618,(403) 991-4618,devon@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSyS3YAK,False,,24391658,003OH00000M957PYAR,001OH00000QuudHYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Workspace Registration,Medium,"Advisor was having issues wit MFA.
**********
Hi Sophia , thank you for contacting the workspace support today.

To recap our call, you were having some issues with your MFA during your registration, I was able to delete your current selection, and you were able to add the MFA successfully to your account.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:42:57.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T17:26:13.000+0000,005OH00000BFQFCYA5,2025-12-09T17:42:57.000+0000,005OH00000BFQFCYA5,2025-12-09T17:42:57.000+0000,(416)454-0516,,sjohnson.3455d@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hSzPeYAK,False,,24391290,0030A0000029mYIQAY,0010A000002w9XhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:20:24.000+0000,False,False,005OH000003ds0PYAQ,2025-12-09T17:20:24.000+0000,005OH000003ds0PYAQ,2025-12-09T17:20:25.000+0000,005OH000003ds0PYAQ,2025-12-09T17:20:25.000+0000,(705)749-1131,,gary@curryfinancialgroup.com,(866)283-5290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT0TmYAK,False,,24394109,0030A0000029miqQAA,0010A000002w9h2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,NB app link expired,Medium,"***DDS Dec.9/2025***
Advisor wanted the link to the health and lifestyle questionnaire resent to them after it had expired. They tried the troubleshooting step and it did not work. Collected all the necessary information and forwarded the email thread to L2 email to have that link resent.

REF KB: KB0021645

*****Email*****

Hello @Workspace Service Leaders,

Advisor needs the link to the health and lifestyle questionnaire resent as the original has already expired. 

Advisor’s name & phone number: MELISSA LOISELLE / (780) 448-1988
SF URL : 0035o000004H75kAAC
Application number: 60923338-9
ISAM ID (@clext):loisem2@clext
Description of the issue: Questionnaire link expired, would like a new link to be sent out

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: NBInquiry.Team8 <NBInquiry.Team8@canadalife.com> 
Sent: December 8, 2025 1:38 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Melissa.Loiselle@IG.ca
Subject: FW: [EXT] Canada Life incomplete application for 60923338-9 - Case - 24394109

Hello Workspace/Tech,

Could you please assist Melissa with this application?
They have not been able to successfully send the link to the client to complete the questionnaire and sign. 

Thanks, 

Amanda Strong (she/her)
Associate Manager  |  Insurance Operations, New Business
amanda.strong@canadalife.com  |  306-751-6656

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Loiselle, Melissa <Melissa.Loiselle@IG.ca> 
Sent: December 8, 2025 2:12 PM
To: NBInquiry.Team8 <NBInquiry.Team8@canadalife.com>
Subject: FW: [EXT] Canada Life incomplete application for 60923338-9

Hello, We’re having issues getting the client to complete the health and lifestyle questionnaire. He doesn’t receive the email from Canada Life. We have already tried to resend the email, but he still not receiving it. Could you
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

We’re having issues getting the client to complete the health and lifestyle questionnaire.
He doesn’t receive the email from Canada Life. We have already tried to resend the email, but he still not receiving it.

Could you help us with this issue?

Thank you,

Melissa Loiselle, CFP
IG Wealth Management
Cell: (825) 440-9151

From: SimpleProtect.Support@canadalife.com <SimpleProtect.Support@canadalife.com> 
Sent: Sunday, December 7, 2025 12:10 PM
To: Loiselle, Melissa <Melissa.Loiselle@IG.ca>
Subject: [EXT] Canada Life incomplete application for 60923338-9

Dear advisor, 
Paul Blais wasn’t able to successfully complete the health and lifestyle questionnaire or review and sign the application online. The link we sent them previously will no longer work. To send a new link:
•	Open the application in SimpleProtect
•	Select ’Change email’ under the signer’s name
•	Enter the signer’s email address and ’Send’
You’ll be notified once your client has successfully completed and signed the application.
Thank you,
Canada Life
Go to Dashboard 
We care about our clients' privacy. If this email wasn't meant for you, please let us know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can't guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-09T18:02:29.000+0000,False,False,005OH00000BFQFBYA5,2025-12-09T18:02:29.000+0000,005OH00000BFQFBYA5,2025-12-09T18:24:08.000+0000,005OH00000BFQFBYA5,2025-12-09T18:24:08.000+0000,(780)448-1988,,melissa.loiselle@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT0WwYAK,False,,24392575,0030A000008sGa9QAE,0010A000009nAbMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - Err- W1281,Medium,"KB0020560- Assisted ASA in accessing workspace accordingly. Issue resolved.
============================

Hi Tania,

Thank you for contacting the workspace support about getting an error when trying to access your workspace.

We have identified that everything is all good about your access, we make sure that you input your correct email, password and association when signing in. We can confirm that you regain your access back to workspace.

Appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T17:51:32.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T17:40:09.000+0000,005OH00000BFPZHYA5,2025-12-09T17:55:22.000+0000,005OH00000BFPZHYA5,2025-12-09T17:55:22.000+0000,(306)206-4747,,margaret@mclarkefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT0rvYAC,False,,24391548,003OH00000UHN8dYAH,001OH00000avI0JYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:24:28.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T17:24:28.000+0000,0055o000002KxaMAAS,2025-12-09T17:24:28.000+0000,0055o000002KxaMAAS,2025-12-09T17:24:28.000+0000,(587)896-6159,,mathieu@couillard.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT2yXYAS,False,,24387970,0030A0000029fy4QAA,0010A000002w42ZQAQ,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Medical - Other medical,Medium,,True,2025-12-09T16:39:34.000+0000,False,False,005OH000008H6lxYAC,2025-12-09T16:32:26.000+0000,005OH000008H6lxYAC,2025-12-09T16:39:34.000+0000,005OH000008H6lxYAC,2025-12-09T16:39:34.000+0000,(506)325-2250,,bjtaylor@guardianfinancial.ca,(506)325-2240,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008H6lxYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT3hmYAC,False,,24394494,0030A0000029dq6QAA,0010A000002w2GjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:08:03.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T18:08:03.000+0000,005OH000004Ir1xYAC,2025-12-09T18:08:03.000+0000,005OH000004Ir1xYAC,2025-12-09T18:08:03.000+0000,(403)317-4821,(403) 380-0478,peter@mcnallyfinancial.ca,(403)328-4034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT3wHYAS,False,,24390981,003G0000018f6wSIAQ,0010A000002wOyKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:15:38.000+0000,False,False,0050A000000WjqvQAC,2025-12-09T17:15:38.000+0000,0050A000000WjqvQAC,2025-12-09T17:15:38.000+0000,0050A000000WjqvQAC,2025-12-09T17:15:38.000+0000,(613)596-9101,(613) 799-6883,rsandberg@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT5BeYAK,False,,24389266,0030A0000029iFPQAY,0010A000002w5ztQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace account unlock-,Medium,"****DDS*** 12/09/2025
User needed workspace account unlocked, DDS authenticated, but user failed authentication. 
DDS referred user to MGA to verify last business done through ws. per assist.

****email chain****

Hello Leonard, 

    It was a pleasure assisting you today. As mentioned, we were unable to unlock your account today because you did not pass authentication. To confirm the last login date, please refer to your MGA who can confirm the last business that was done through workspace to verify you last sign in date. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T16:50:33.000+0000,False,False,005OH00000BFQFHYA5,2025-12-09T16:50:33.000+0000,005OH00000BFQFHYA5,2025-12-09T16:54:58.000+0000,005OH00000BFQFHYA5,2025-12-09T16:54:58.000+0000,(204)355-8454,,leonard@lkfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT5mpYAC,False,,24392386,003OH00000YlKHSYA3,001OH00000iB7w8YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:37:31.000+0000,False,False,005OH00000865wTYAQ,2025-12-09T17:37:31.000+0000,005OH00000865wTYAQ,2025-12-09T17:37:31.000+0000,005OH00000865wTYAQ,2025-12-09T17:37:31.000+0000,(403)846-4207,,vpatel@avisowm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT6m2YAC,False,,24389716,0030A0000029fcdQAA,0010A000002w3lFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T16:56:56.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T16:56:56.000+0000,005OH00000BfjndYAB,2025-12-09T16:56:56.000+0000,005OH00000BfjndYAB,2025-12-09T16:56:56.000+0000,(604)709-5838,(604) 360-5741,anna_dai@vancity.com,(604)709-5833,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT6saYAC,False,,24392633,003G0000018f73TIAQ,0010A000002wP6nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:40:51.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T17:40:51.000+0000,0055o000002KxaMAAS,2025-12-09T17:40:51.000+0000,0055o000002KxaMAAS,2025-12-09T17:40:51.000+0000,(780)440-0733,,andrew@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT7LcYAK,False,,24392296,0035o000005GcImAAK,0015o000005pML8AAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email address and phone number update,Medium,"F7012

Advisor needed help for email address and phone number update. After authentication email address updated. But they were not able to login. Sent them a password reset link, they were not able to move further because they don't have access to authenticator. In order to setup authenticator, they should pass authentication but we have wrong number in siebel. email sent Tracey for phone number update,


Hello Tracey,

Please update the phone number for MICHAEL JOSEPH KONIECZNY and their advisor code is F7012. Their phone number should be 
306-502-4321.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Michael,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for updating your email address. After authentication, I updated your email address but you could not login. Then I sent you the link to change your password. You were not ale to complete that step because authenticator is required and you don’t have access to authenticator. To disconnect authenticator, we have wrong phone number on the file. I have sent the request to our manager to get your phone number updated. Once there is an update, you will receive an email.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:59:24.000+0000,False,False,005OH00000BFiyTYAT,2025-12-09T17:35:58.000+0000,005OH00000BFiyTYAT,2025-12-09T17:59:24.000+0000,005OH00000BFiyTYAT,2025-12-09T17:59:24.000+0000,(306)502-4321,(306) 502-4321,mikekonieczny@covellofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT7a1YAC,False,,24388927,0031600002cIznIAAS,0010A000002wOKdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1507,Medium,"Caller Name: Tanya Johnson
Advisor or support staff: Advisor support
Advisor Code: LL35681 /F2596
Advisor Name: SHERIANN AGNES WOODSIDE	
Phone: 
Email: tanya@eaglewoodwealthmgmt.com		
Siebel verification: completed
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: she gave eaglewood financial but it shows Saskatoon.	EAGLEWOOD WEALTH is seen in the email address as well as the CL profile for the advisor. and confirmed with Assist desk Jason. 
Issue: Wants to register for Workspace ERR-W1507

FINDINGS: TANYA.JOHNSON is the userid she created. and its showing locked, tanya.johnson@clext
KB0020554 for ERR-W1507 AND THEN KB0022055

RESOLUTION: VERIFIED AS PER KB0021888, as isam is showing locked, we need to follow KB0020858 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: she gave eaglewood financial but it shows Saskatoon.	EAGLEWOOD WEALTH is seen in the email address as well as the CL profile for the advisor. and confirmed with Assist desk Jason. 

Did a log me in session. guided her and unlocked her as per KB0020858 (verification completed)
guided her to update the repnet/user id password too
registered for workspace/setup SF authenticator. had her sign in/out to test with success.


--------------------------------------***DDS  12/09/2025***--------------------------
Hello Tanya,

Thank you for contacting Workspace Support today regarding not being able to access Workspace and receiving ERR-W1507.

It was a pleasure speaking to you and assisting you with registering for access to Workspace.

To recap, during our LogMeIn session, we completed verification, I unlocked your User ID, tanya.johnson@clext. I also had you update your password for this User ID.

We then completed the Workspace registration and setup your Salesforce Authenticator. You were able to sign into Workspace and authenticate.

We had you sign out and in again to test with success.

Reminder, once you have your new cell phone, do contact us to setup/update your information, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-09T17:26:21.000+0000,False,False,005OH00000AUS7aYAH,2025-12-09T16:45:52.000+0000,005OH00000AUS7aYAH,2025-12-09T17:30:36.000+0000,005OH00000AUS7aYAH,2025-12-09T17:30:36.000+0000,(306)230-5489,(306) 230-5489,sheriann@eaglewoodwealthmgmt.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT8nvYAC,False,,24395335,0030A0000029htkQAA,0010A000002w5h2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:20:22.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T18:20:22.000+0000,005OH00000BfjndYAB,2025-12-09T18:20:22.000+0000,005OH00000BfjndYAB,2025-12-09T18:20:22.000+0000,(778)320-9455,,nancy@nyfwealthmanagement.com,(604)271-4863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT95kYAC,False,,24392799,003OH00000YlGU2YAN,001OH00000iB7wMYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:43:00.000+0000,False,False,005OH00000865wTYAQ,2025-12-09T17:43:00.000+0000,005OH00000865wTYAQ,2025-12-09T17:43:00.000+0000,005OH00000865wTYAQ,2025-12-09T17:43:00.000+0000,(403)700-5046,,gengshengweng@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hT9gwYAC,False,,24395497,0030A0000029lBiQAI,0010A000002w8N5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:22:22.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T18:22:22.000+0000,005OH00000BfjndYAB,2025-12-09T18:22:22.000+0000,005OH00000BfjndYAB,2025-12-09T18:22:22.000+0000,(778)869-2512,(778) 374-3537 work phone,angie.amato@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTAPrYAO,False,,24390140,003OH00000M974KYAR,001OH00000QurncYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Workspace Registration,Medium,"Advisor is stock in the process not sure about the activation code. Inform the advisor where to get the advisor code. Successfully registered to workspace.
========================

Hi David,

Thank you for contacting the workspace support about registering to workspace.

We have identified that you’ve already started the process of registration and were stuck on the activation code. We guided you were to get the code and successfully registered to workspace. We can confirm that you are able to sign in and sign back in to workspace after trying to sign out.

We do appreciate your patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T17:19:02.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T17:03:00.000+0000,005OH00000BFPZHYA5,2025-12-09T17:28:22.000+0000,005OH00000BFPZHYA5,2025-12-09T17:28:22.000+0000,(250)619-1479,,drochefort@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTAstYAG,False,,24392464,0030A0000029XUgQAM,0010A000002vx3hQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 9 2025

Bonjour Isabelle,

Voici la liste que nous avons trouvée dans nos dossiers pour le code de Nicolas Giguere. Un courriel avec le mot de passe sera envoyé après ce courriel.

Je vous remercie pour votre temps pour ce cas! 

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊  Wealth support (swoogo.com) 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Langlois, Isabelle <Isabelle.Langlois@financierehorizons.ca> 
Sent: December 3, 2025 8:15 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: Liste en vigueur Nicolas Giguère-Code : E9008, H1870, 316215325

Bonjour,
SVP, nous fournir la liste des polices en vigueur incluant les avenants temporaires sous une police permanente sous les codes suivant : 
Canada Vie Assurance Vie : E9008, H1870
Canada Vie Placement : 316215325
SVP revenir vers moi avec la liste en vigueur et non directement au conseiller.
Merci et bonne journée !
Prendre note que mon numéro de téléphone direct est le : 438.793.8784
 	Isabelle Langlois
Spécialiste en vigueur, affaire en vigueur
Financière Horizons
T : 438.793.8784 | TSF : 1 888.353.2410 
	Visitez financierehorizons.com | LinkedIn | Facebook | X

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite

Les Opérations vous souhaite des Joyeuses Fêtes !
Nos bureaux sont fermés le 24 décembre à partir de midi, les 25 et 26 décembre 2025
ainsi que le 1er et 2 janvier 2026. 
Nous bureaux seront ouverts le 29-30-31 décembre avec personnel réduit.
 

Bonjour Isabelle!

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le document Excel envoyé: 

 R1M9K22X
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:38:39.000+0000,False,False,005OH000002iN7rYAE,2025-12-09T17:38:39.000+0000,005OH000002iN7rYAE,2025-12-09T17:38:39.000+0000,005OH000002iN7rYAE,2025-12-09T17:38:39.000+0000,(514)326-4101,,isabelle.langlois@financierehorizons.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTBH3YAO,False,,24389733,003G0000018f6y0IAA,0010A000002wP0eQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,Advisor is having issues with a client's account displaying different address. This has been escalated.,True,2025-12-09T17:02:51.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T16:57:07.000+0000,005OH00000BFQFCYA5,2025-12-09T17:21:49.000+0000,005OH00000BFQFCYA5,2025-12-09T17:21:49.000+0000,(647)479-6241X235,(905) 484-2763 *,cnaudain@montageadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTBLxYAO,False,,24391285,0030A000001Xpm3QAC,0010A000002wMzFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:20:21.000+0000,False,False,0050A000000WjqvQAC,2025-12-09T17:20:21.000+0000,0050A000000WjqvQAC,2025-12-09T17:20:21.000+0000,0050A000000WjqvQAC,2025-12-09T17:20:21.000+0000,(613)354-2726,(613) 888-2442,craig@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTBnMYAW,False,,24391298,003OH00000TN9I6YAL,001OH00000Zm0XuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/9*
----------------
JACKLYN LANE
Jacklyn Lane
f7821
20069

i accidentally deleted the app from myphone need to add it back 
disconnected the existing app 
and had the user log into 

*email*
----------------
Good afternoon Jacklyn, 

Thank you for contacting the Workspace Support Team with your MFA inquiry. 

You wanted to log into Workspace but could not since you accidentally removed your authenticator app from your device. We were able to remove the old app from your account and walk you through the setup successfully. If you have any other questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T01:01:44.000+0000,False,False,005OH000008919xYAA,2025-12-09T17:20:34.000+0000,005OH000008919xYAA,2025-12-10T01:01:44.000+0000,005OH000008919xYAA,2025-12-10T01:01:44.000+0000,(416)892-0790,,jacklyn@changinglanesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTBsRYAW,False,,24393546,0031600002C7VbbAAF,001G000000urMw9IAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,"**EMAIL**

Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Thomas Andreoli
Code: 34520

Please email it to thomas@afs-inc.ca

Hi,

Report Q504 Wrap fee Ad-Hoc report ANDREOLI, T 9917-34520 is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: December 1, 2025 2:57 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID314

Item ID314 has been added Chen, Carmen 12/1/2025 1: 55 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID314 has been added
		
 
Chen, Carmen
12/1/2025 1:55 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q504 Wrap Fee Ad-Hoc Report 

Column Requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-34520 

Column and data filer requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-34520 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/3/2025 

Requestor Name and Organization :	THOMAS A ANDREOLI, ANDREOLI FINANCIAL SERVICES INC (WFAN) 

MI Specialist:	

Report Purpose - Business Use :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-34520 

Advisor Name:	THOMAS A ANDREOLI 

Dealer Code:	9917-34520 

Rep Code as it appears in Unitrax:	9917-34520 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist


Hi Thomas,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
HREZFJMWSH

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Good day Thomas,

Please find the attached file of the requested MAS (Wrap) Fee charges summary report via Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:53:59.000+0000,False,False,005OH0000071DK9YAM,2025-12-09T17:53:59.000+0000,005OH0000071DK9YAM,2025-12-09T17:54:00.000+0000,005OH0000071DK9YAM,2025-12-09T17:54:00.000+0000,(905)477-1234X104,,thomas@afs-inc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTBsXYAW,False,,24395053,003OH00000WaPDmYAN,001OH00000e15wgYAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Brad Krull – Advisor code H8946,Medium,"***DDS*** 12/09/25
Name: Brad Krull
Phone: 
Agent code: H8946 
Reference: KB0017316 

Hello Valerie,

Thank you for contacting the Workspace support group regarding Brad Krull – Advisor code H8946.

It looks like Advisor code H8946 is alligned to Brad’s MGA Workspace which looks like he has not yet completed registration.  It’s looks like Brad is logging into his National Account Workspace.

Please have Brad register for his MGA workspace, if he does not know his User ID or Activation code please contact Distribution_Methodology@canadalife.com to have the registration letter re-sent.

I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Flood, Valerie <Valerie.Flood@canadalife.com> 
Sent: December 8, 2025 3:44 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Gornenski, Andrei <Andrei.Gornenski@canadalife.com>
Subject: Advisor Brad Krull H8946 
Importance: High

Hi- I have a new advisor I have been working to develop and he had to do his first app on Paper- online he gets these errors- -the top is SP, the bottom is NBN. He called last week and has not heard back. 

Can you give me an update or ETA? He is working on more cases and I want him to have a smoother experience 
 

 
Valerie Flood, CHS, CFP, CLU (she/her)
Advanced Case Consultant
valerie.flood@canadalife.com | 403-383-2614",True,2025-12-09T18:16:27.000+0000,False,False,005OH00000BGeeHYAT,2025-12-09T18:16:27.000+0000,005OH00000BGeeHYAT,2025-12-09T18:16:59.000+0000,005OH00000BGeeHYAT,2025-12-09T18:16:59.000+0000,(403)619-9818,,b_l_krull@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTDNnYAO,False,,24395618,0030A0000029YgRQAU,0010A000002vy33QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 9th, 2025 ***
User could not connect properly, deleted authenticator app. Authenticated with rotation 2, disconnected previous MFA, helped connect to Google Authenticator and sign in was successful. KB0020738  
================
Bonjour Sylvain,

C’était un plaisir de vous parler aujourd’hui pour vous aider à réinitialiser l’authentificateur.

Durant l’appel, j’ai déconnecté l’ancien authentificateur et je vous ai aidé à connecter à Google Authenticator. Au final vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-09T18:36:41.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-09T18:23:57.000+0000,005OH00000AbJ7aYAF,2025-12-09T18:36:41.000+0000,005OH00000AbJ7aYAF,2025-12-09T18:36:41.000+0000,(819)758-7231X5413,,ruelassurances@gmail.com,(819)758-5270,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTDPJYA4,False,,24390221,0030A0000029p1FQAQ,0010A000002wBZBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/09/25 

Authenticated user as per KB0021888 - user changed her phone
Did an MFA disconnect and reconnect - user signed in successfully
 
============================================================================================= 
 
****Email Chain****

Bonjour Lisa,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant l’accès à votre compte Espace Affaires.

Pendant notre appel, vous avez réinitialisé votre mot de passe. Ensuite, nous avons déconnecté l’authentificateur Salesforce comme vous avez changé de téléphone et reconnecter le nouveau sur votre compte. Vous avez également pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:04:29.000+0000,False,False,005OH0000097FtCYAU,2025-12-09T17:04:29.000+0000,005OH0000097FtCYAU,2025-12-09T17:20:52.000+0000,005OH0000097FtCYAU,2025-12-09T17:20:52.000+0000,(438)315-1065,,keven.brunelle@ecsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTDh5YAG,False,,24390913,003G0000018f6WyIAI,0010A000002wOU3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:14:32.000+0000,False,False,0050A000000WjqvQAC,2025-12-09T17:14:32.000+0000,0050A000000WjqvQAC,2025-12-09T17:14:32.000+0000,0050A000000WjqvQAC,2025-12-09T17:14:32.000+0000,(613)596-9101X393,(613) 859-2111,rcorleybyrne@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTDnVYAW,False,,24390297,0030A0000029acgQAA,0010A000002vzirQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:05:40.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T17:05:40.000+0000,005OH00000BfjndYAB,2025-12-09T17:05:40.000+0000,005OH00000BfjndYAB,2025-12-09T17:05:40.000+0000,(604)434-5559,(604) 831-5558,richyeh@gmail.com,(604)321-9277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTDxCYAW,False,,24390801,003OH00000M90VeYAJ,001OH00000QuwiyYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login/MFA assistance,Medium,"*12/9*
----------------
p3826
LICHUAN FAN

guided to authentication app to see if they can enter the code and log in with that

*email*
----------------
Good afternoon Lichaun,

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace but were unsure where the authentication code was coming from. We were able to guide to your authenticator app and help you log in successfully. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T00:57:57.000+0000,False,False,005OH000008919xYAA,2025-12-09T17:13:09.000+0000,005OH000008919xYAA,2025-12-10T00:57:57.000+0000,005OH000008919xYAA,2025-12-10T00:57:57.000+0000,(905)769-6031,,lichuan.fan@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTEGXYA4,False,,24390389,0030A0000029XUgQAM,0010A000002vx3hQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 9 2025

Bonjour Isabelle,

Je souhaite vous informer que, à cause de nos politiques de sécurité et de confidentialité, nous ne pouvons inclure d’informations personnelles dans les listes en vigueur. Cette mesure vise à protéger les données sensibles et à respecter nos normes internes.

Merci de votre compréhension et de votre collaboration. 

À la prochaine!  

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  





From: Langlois, Isabelle <Isabelle.Langlois@financierehorizons.ca> 
Sent: December 2, 2025 8:34 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: Liste en vigueur Éric Veilleux-Code : A4588, C9403, 316210019, 34653344

Bonjour,
Je vous écris, car j’aimerais savoir s’il est possible d’inclure les adresses et numéro de téléphone dans la liste en vigueur du conseiller en objet (voir courriel ci-dessous) ?
J’ai déjà reçu la liste, mais l’adjointe du conseiller, nous demande d’inclure ces informations.
Merci et bonne journée !
Prendre note que mon numéro de téléphone direct est le : 438 793-8784
	
	
	
 	Isabelle Langlois
Spécialiste en vigueur, affaire en vigueur
Financière Horizons
T : 438.793.8784 | TSF : 1 888.353.2410 
	Visitez financierehorizons.com | LinkedIn | Facebook | X


	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite

Les Opérations vous souhaite de Joyeuses Fêtes !
Nos bureaux sont fermés le 24 décembre à partir de midi, les 25 et 26 décembre 2025
ainsi que le 1er et 2 janvier 2026. 
Nous bureaux seront ouverts le 29-30-31 décembre avec personnel réduit.
 
De : Langlois, Isabelle 
Envoyé : 9 octobre 2025 09:59
À : Wealth Reporting Support 
Objet : Liste en vigueur Éric Veilleux
Bonjour,
J’espère que vous allez bien ?
Je vous écris, car j’aimerais recevoir la liste en vigueur pour le conseiller Éric Veilleux.
Voici ses codes :
Canada Vie Assurance Vie : A4588, C9403
Canada Vie Placement : 316210019, 34653344
Merci et bonne journée !
	
	
	
 	Isabelle Langlois
Spécialiste en vigueur, affaire en vigueur
Financière Horizons
T : 514.356.2410 x 4128 | TSF : 1 888.353.2410 x 4128
	Visitez financierehorizons.com | LinkedIn | Facebook | X

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite",True,2025-12-09T17:06:52.000+0000,False,False,005OH000002iN7rYAE,2025-12-09T17:06:52.000+0000,005OH000002iN7rYAE,2025-12-09T17:06:52.000+0000,005OH000002iN7rYAE,2025-12-09T17:06:52.000+0000,(514)326-4101,,isabelle.langlois@financierehorizons.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTETTYA4,False,,24391064,0030A0000029VYdQAM,0010A000002vvRaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registering,Medium,"Jason Holt
User needs help with accessing their User ID to register for workspace.
send user a link to request user ID and once they have that information, they can register for workspace.

Email:
----------
Hello Jason,

Thank you for contacting Workspace Support about registering for your MGA Workspace account.

Please visit this link and select ‘forgot User ID’ to request your User ID:
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do


🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:26:46.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T17:17:04.000+0000,005OH00000BGf2TYAT,2025-12-09T17:26:47.000+0000,005OH00000BGf2TYAT,2025-12-09T17:26:47.000+0000,(514)789-2220X241,,jason@donvito-oneill-gagne.com,(514)789-2221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTEV8YAO,False,,24392682,0030A0000029gc6QAA,0010A000002w4cCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:41:42.000+0000,False,False,005OH000006owoYYAQ,2025-12-09T17:41:42.000+0000,005OH000006owoYYAQ,2025-12-09T17:41:42.000+0000,005OH000006owoYYAQ,2025-12-09T17:41:42.000+0000,(306)260-1356,,marclapointe@all-sask.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTEmuYAG,False,,24392323,0030A0000029oV6QAI,0010A000002wB8WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,update contact needed,Medium,"Hello Wade,

Our team has received your request to provide Client Listings report for Advisor Code H3362. We are unable to send these reports as you have sent the request from an email account that does not match with what Canada Life has on file.  For security purposes please resubmit using the correct email address.  If you have made any changes recently or need to confirm which email to use, please contact canadalife.contracts&licensing@canadalife.com.

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




_____________________________________________
From: 
Sent: December 8, 2025 12:31 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: Contact Centre - Client listing - <<H3362>> - 24392323


Please handle accordingly.  No response to Contact Centre is required.

Advisor name: WADE LAWRENCE 
Advisor code(s) h3362
First and last name of caller: Cheryl Sebaski
Relationship to advisor:  Assistant 
Advisor's language of preference: English
Caller's email: wade@wadelawrence.ca / CC cheryl@wadelawrence.ca 

***********************************************************************************************
Notes:

Please provide the client listing for the advisor codes above.

Thanks,




LL77912
Customer Service Representative, Insurance 
Client Service Centre, Individual Customer, T-376 

Looking for quick access to info about your investments, savings and insurance products?
Register for My Canada LifeTM today to find everything in one convenient place!
 << OLE Object: Picture (Device Independent Bitmap) >> 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com     Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:36:32.000+0000,False,False,005OH0000088z1hYAA,2025-12-09T17:36:32.000+0000,005OH0000088z1hYAA,2025-12-09T17:38:14.000+0000,005OH0000088z1hYAA,2025-12-09T17:38:14.000+0000,(204)953-4425,,wade@privusbrands.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTFe2YAG,False,,24392715,003OH00000M97C8YAJ,001OH00000QurkSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica: Update Email Address,Medium,"NAME: HANH THI MY NGUYEN 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: P5689
PHONE: 12042296775 
EMAIL: HNGUYEN.FED8C@PRIMERICA.COM 

ISSUE: 
User registered for their Primerica using the wrong email address. 

AUTHENTICATION (If Required):
KB0021888 
Authenticated user to further assist
 
FINDINGS:
User would need to update their address to the primerica one as required for primerica users

 
TROUBLESHOOTING/RESOLUTION:
 KB0023734 
User can update their email through the option on their already created profile when they go into settings.

***could not complete troubleshooting on this call. User advised that they would callback later***

 
EMAIL:
 
--------------------------------------***DDS 12/09/2025***--------------------------

Hello Hanh,
Just wanted to send a follow up email after the callback. 
To resolve this today, since you will not be available until after I leave for the day, you can contact us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you. Our team is available between the hours of 8am and 8pm EST Monday-Friday.
If  you try to make the update on your own through your account and are not successful, you can contact us.
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: HANH THI MY NGUYEN <HNGUYEN.FED8C@primerica.com> 
Sent: December 9, 2025 2:05 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: #Primerica: Update Email Address - 24392715
Hi Precious, I forgot to leave you my phone number #204-229-6775, Talk soon, Thank-You Very much for your assistance !!!! Hanh Nguyen On Dec 9, 2025, at 11: 31 AM, CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: ﻿ CAUTION: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
ZjQcmQRYFpfptBannerEnd
Hi Precious,
I forgot to leave you my phone number
 #204-229-6775,
Talk soon,
Thank-You Very much for your assistance !!!!
Hanh Nguyen 
On Dec 9, 2025, at 11:31 AM, CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
﻿ 
CAUTION:	External emails may contain unsafe links/attachments
Hello Hanh,
 
Thank you for contacting Workspace Support concerning updating your registration email.
 
On the call today, we were troubleshooting steps to change your email address for Workspace. Unfortunately, we could not resolve the issue, but we have a call scheduled for 3:15 pm Est to continue troubleshooting. 
 
Please let me know if anything comes up and you need to reschedule our call.
 
If you have any further questions, please let us know. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-11T19:39:02.000+0000,False,False,005OH000001yNnaYAE,2025-12-09T17:42:06.000+0000,005OH00000BGf2TYAT,2025-12-11T19:39:02.000+0000,005OH000001yNnaYAE,2025-12-11T19:39:02.000+0000,(204)229-6775,,hnguyen.fed8c@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTGQcYAO,False,,24393872,0030A0000029UhgQAE,0010A000002vum7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:58:38.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T17:58:38.000+0000,005OH000004Ir1xYAC,2025-12-09T17:58:38.000+0000,005OH000004Ir1xYAC,2025-12-09T17:58:38.000+0000,(403)526-6622,(403) 952-7538,lstcg@telusplanet.net,(403)526-5292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTGa8YAG,False,,24391848,0030A0000029dq6QAA,0010A000002w2GjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:29:03.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T17:29:03.000+0000,005OH000004Ir1xYAC,2025-12-09T17:29:04.000+0000,005OH000004Ir1xYAC,2025-12-09T17:29:04.000+0000,(403)317-4821,(403) 380-0478,peter@mcnallyfinancial.ca,(403)328-4034,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTHmLYAW,False,,24395240,0030A0000029hr1QAA,0010A000002w5eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"CL Advisor Jane Victor (70540) calling for assistance accessing WS; unable to complete User Authentication based on information in Siebel; referred caller to MGA to confirm profile is correct; sent f/u email inviting user to call us back once confirmed 

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 4:46 PM
To: kaylee Lai <Kaylee.Lai@cfcanadafinancial.ca>
Cc: Sarabjeet Badwal <Sarabjeet.Badwal@cfcanadafinancial.ca>; jane Victor <geoffy@telus.net>
Subject: RE: Workspace Access - User Details - SF Case #24395240

Hi Kaylee,

Thank you for reaching out! 

If you are Jane’s MGA – we asked them to reach out to you to confirm that the details on their profile are up to date due to multiple discrepancies in Jane’s answers. 

In this case, Jane provided a different address from the one on file. However, we can see that Jane was able to call back and successfully pass authentication when speaking with another member of our team under SF Case # 24408157. 

We hope this helps! 

If you require any further information, please don’t hesitate to reach out and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: kaylee Lai <Kaylee.Lai@cfcanadafinancial.ca> 
Sent: December 9, 2025 2:15 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Sarabjeet Badwal <Sarabjeet.Badwal@cfcanadafinancial.ca>; jane Victor <geoffy@telus.net>
Subject: [EXT] Re: Workspace Access - User Details - SF Case #24395240

Hi Georgia,

Could you please advise what information we should confirm?

 

Warm Regards,
 
Kaylee Lai 
Administrator, Contracting  
CF Canada Financial Group Inc. | 107-7565 132nd Street, Surrey, BC  V3W1K5
Telephone: 604 647 0630  Ext.1406  |  Direct: 6046470642 | Fax: 604 647 0631 
Follow us     
 
 

________________________________________
From: jane Victor <geoffy@telus.net>
Sent: Tuesday, December 9, 2025 12:50 PM
To: kaylee Lai <Kaylee.Lai@cfcanadafinancial.ca>
Subject: Fwd: Workspace Access - User Details - SF Case #24395240
 
This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. If you feel that the email is suspicious, please report it to Unimaxx Support.
________________________________________

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 9, 2025 11:34 AM
To: geoffy@telus.net
Subject: Workspace Access - User Details - SF Case #24395240

Hi Jane,

Thank you so much for reaching out to Workspace Support! We appreciated your patience and understanding during our call.

As discussed, please reach out to your MGA to confirm the user details listed in your profile are up to date and correct. 

Once confirmed, please feel free to contact us again so we may continue with assisting you in restoring your Workspace access. 

The Workspace Support team is available Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001. Or, if you have any other questions, you may also email us!

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Thanks and take care!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T18:37:34.000+0000,False,False,005OH00000BFQFDYA5,2025-12-09T18:19:03.000+0000,005OH00000BFQFDYA5,2025-12-10T23:52:57.000+0000,005OH00000BFQFDYA5,2025-12-10T23:52:57.000+0000,(604)317-7934,(604) 317-7934,geoffy@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTIQdYAO,False,,24393070,003OH000003rXdkYAE,001OH000004rWVoYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:47:00.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T17:47:00.000+0000,0055o000002KxaMAAS,2025-12-09T17:47:00.000+0000,0055o000002KxaMAAS,2025-12-09T17:47:00.000+0000,(403)797-3317,,brianna@holdentaylor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTIgqYAG,False,,24395281,0030A0000029htkQAA,0010A000002w5h2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:19:36.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T18:19:36.000+0000,005OH00000BfjndYAB,2025-12-09T18:19:36.000+0000,005OH00000BfjndYAB,2025-12-09T18:19:36.000+0000,(778)320-9455,,nancy@nyfwealthmanagement.com,(604)271-4863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTIowYAG,False,,24397011,0030A0000029UoKQAU,0010A000002vursQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:43:33.000+0000,False,False,00516000007Qeg2AAC,2025-12-09T18:43:33.000+0000,00516000007Qeg2AAC,2025-12-09T18:43:33.000+0000,00516000007Qeg2AAC,2025-12-09T18:43:33.000+0000,(416)490-6555,(416) 457-6201,tpalma_1@hotmail.com,(416)490-1571,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTJCzYAO,False,,24391377,0030A0000029gpiQAA,0010A000002w4nJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:21:48.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T17:21:48.000+0000,005OH00000BfjndYAB,2025-12-09T17:21:49.000+0000,005OH00000BfjndYAB,2025-12-09T17:21:49.000+0000,(604)961-7050,,jnijjar1@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTJZaYAO,False,,24391628,003G0000018f7CnIAI,0010A000002wPGlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needs to change a client last name,Medium,"User needs to change a client last name 

Hi Jolene, 

Thank you for contacting Workspace Support.  

Unfortunately, our team is not authorized to change client last name as it could be linked to a legal name change. To update a client’s last name, please reach out to your Advisor Services Representative (ASR) for assistance.
If you are unsure who your ASR is or do not have their contact details, you can contact the Canada Life Client Service Centre at 1-888-252-1847. Their hours of operation are Monday to Friday, 8:00 a.m. – 6:00 p.m. EST.

Alternatively, you can also use the Relay Chat option available in your Workspace account under the Support tab to connect with Client Services.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Jolene Loyd <jolene@avfinancial.ca> 
Sent: Monday, December 8, 2025 9:42 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] client#750789870 - TOURANGEAU, Kristy

Good morning. We came across an issue with this client noted above. On workspace she is listed as “Aikman”. We need to have either two separate workspace spaces for this client. As her TFSA is under Tourangeau and her RDSP is under
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning.

We came across an issue with this client noted above. 
On workspace she is listed as “Aikman”. 

We need to have either two separate workspace spaces for this client. As her TFSA is under Tourangeau and her RDSP is under Aikman.
They are the same person, but with the issue of wanting to do a withdrawal from her TFSA, the form automatically put Aikman. 
Aikman is only used for her RDSP account, as paperwork stated we had to use what was on her SIN card.
Her legal name is TOURANGEAU, as it states on Investment Center. Back office almost did not do the withdrawal for the client due to the names not matching. 

Thank you

 
Jolene Loyd
Office Administrator  
AV Financial, 4855 Johnston Rd, Port Alberni, BC, V9Y 5M2
TEL 250-724-9745 | FAX 250-723-7738
E-Mail jolene@avfinancial.ca
Web: AV Financial",True,2025-12-09T17:25:48.000+0000,False,False,0055o000001zVCKAA2,2025-12-09T17:25:48.000+0000,0055o000001zVCKAA2,2025-12-09T17:26:31.000+0000,0055o000001zVCKAA2,2025-12-09T17:26:31.000+0000,(250)724-9745,(250) 720-5530,aaron@avfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTLBaYAO,False,,24393247,003OH00000M91LWYAZ,001OH00000QuxDEYAZ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Workspace email update. used wrong email. - INC1932370,Medium,"*12/8*
----------------
JIN YIP KONG
P0746
i registered for Workspace yesterday, i used the wrong, when i try to go in with the correct email, i cannot proceed beyond the log in now 


*email*
----------------
Good afternoon Jin, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You mistakenly registered the wrong email to Workspace and when you tried to log in to correct it, it brings you to the activation page and gives you ERR W2307. Your email was already updated in our system so we tried to log you in and cannot proceed beyond the activation page even though you have registered already. We have escalated this to our leadership for resolution, if you have questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi leaders

Advisor registered registered with an incorrect email. There was a list of people who were registered incorrectly and someone went and changed their email in the system to avoid calls but now when they go to log in they are met with the activation page again and when they enter their advisor code ( confirmed in siebel ) it outputs an error indicating the account is under investigation but the flag on their account is not active 

JIN YIP KONG
P0746
PME746

 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH000008919xYAA,2025-12-09T17:49:30.000+0000,005OH000008919xYAA,2025-12-12T20:58:43.000+0000,005OH000002iN7pYAE,2025-12-12T20:58:43.000+0000,(778)384-5545,,jinyipkong@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTLTMYA4,False,,24394506,003OH00000M9BafYAF,001OH00000QuwaYYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Workspace Registration and MFA Disconnect and Reconnect,Medium,"***DDS 2025-12-09***
User needed registration assistance.
DDS assisted user with registration and walked through CIAM registration steps.
DDS also assisted user with MFA disconnect and reconnect.
 
================================================================================
****Email Chain**
Bonjour Sylvain,

Merci pour votre appel concernant votre inscription à l’Espace Affaires. Nous sommes très heureux que nous avons pu vous aider à compléter votre inscription à l’Espace Affaires et lier votre Authentificateur. Comme nous en avons discuté, quand vous entrez dans votre compte d’Espace Affaires, vous devez utiliser votre application Google Authenticateur pour entrer un code sur votre ordinateur.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T18:08:12.000+0000,False,False,005OH00000AX0rVYAT,2025-12-09T18:08:12.000+0000,005OH00000AX0rVYAT,2025-12-09T18:41:33.000+0000,005OH00000AX0rVYAT,2025-12-09T18:41:33.000+0000,(514)467-0794,,sylvainmorand@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTMquYAG,False,,24396738,0030A000006iVZuQAM,0010A000007TNZmQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Wanted to access client details under code E5088,Medium,"Advisor wanted to know the client details under code E5088
- I can confirm that she has a TPA access to the code but she does not have an active workspace as of this time. referred over to client service centre
====================

Hi Shannon,

Thank you for contacting the workspace support about your request to access the client details for the code E5088.

We have identified that you are a delegate the code E5088 unfortunately you do not have an active workspace account as of this time. We referred you over to the client service center for additional assistance about getting access to the client details.

My apologies for the inconvenience and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T18:53:58.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T18:39:23.000+0000,005OH00000BFPZHYA5,2025-12-09T19:44:16.000+0000,005OH00000BFPZHYA5,2025-12-09T19:44:16.000+0000,(604)916-6947,,mcneice.shannon@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTNyEYAW,False,,24395788,0030A0000029Un6QAE,0010A000002vuqjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account unlock,Medium,"Margo noseworthy

ASA needs assistance for unlocking their account. After authentication, account unlocked. They were able to change their password and setup authenticator. 

Hello Margo,

Thank you for calling workspace support. I am so happy to assist with your inquiry today.

In our today’s call, you needed assistance for unlocking your account which was locked due to incorrect password. After authentication, I unlocked your account, and you were able to change your password. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T18:42:38.000+0000,False,False,005OH00000BFiyTYAT,2025-12-09T18:26:27.000+0000,005OH00000BFiyTYAT,2025-12-09T18:42:38.000+0000,005OH00000BFiyTYAT,2025-12-09T18:42:38.000+0000,(709)739-1060,,danny.whalen@cufm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTOXlYAO,False,,24397251,0030A0000029mrXQAQ,0010A000002w9noQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:47:11.000+0000,False,False,00516000007Qeg2AAC,2025-12-09T18:47:11.000+0000,00516000007Qeg2AAC,2025-12-09T18:47:12.000+0000,00516000007Qeg2AAC,2025-12-09T18:47:12.000+0000,(905)878-5786,905 407 5055,brian@robertleefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTPWyYAO,False,,24393366,0030A0000029abdQAA,0010A000002vzi8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T17:51:14.000+0000,False,False,005OH00000BfonJYAR,2025-12-09T17:51:14.000+0000,005OH00000BfonJYAR,2025-12-09T17:51:14.000+0000,005OH00000BfonJYAR,2025-12-09T17:51:14.000+0000,(250)382-2366,(250) 516-5306,cory@clkfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTSI1YAO,False,,24399563,0030A0000029mLxQAI,0010A000002w9LgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect Province of Taxation in Workspace - WSL,Medium,"Incorrect Province of Taxation in Workspace

Hi L2, 

User reported incorrect province of tax in Workspace for this policy. This doesn’t seem linked to Known Issue - Company account shows incorrect province of tax - KB0020744 since the policy owner since the pokicy owner isn’t linked to a company name/nominee plan. 

Let me know if you need any additional details. 😊


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 


Hi Courtney, 

Thank you for contacting Workspace Support.  

We’ve reviewed your request and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action at this time. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Courtney Lardizabal <courtney@crescentfinancial.ca> 
Sent: Monday, December 8, 2025 8:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FW: 310044095 RRIF Reinhart Brust - C24399563

Hello, Customer service advise they can see the province of residence shows on their side MB. Our side still show BC as per email below. They advise I needed to reach out to workspace to have fixed Regards, Courtney Lardizabal CHS Insurance
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

Customer service advise they can see the province of residence shows on their side MB. Our side still show BC as per email below. They advise I needed to reach out to workspace to have fixed 

Regards,
 
Courtney Lardizabal CHS
Insurance Licensed Assistant | CRESCENT FINANCIAL GROUP
501 St. Mary's Rd. | Winnipeg | MB | R2M 3L2
(T) 204-477-6174 ext 205| (TF) 1-866-725-4609 | (F) 204-477-6193
(@) courtney@crescentfinancial.ca
www.crescentfinancial.ca
 
The information contained herein is for general information purposes only. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. This email does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. This communication, including any attached documentation, is intended only for the person or entity to which it is addressed, and may contain confidential, personal, and/or privileged information. Any unauthorized disclosure, copying, or taking action on the contents is strictly prohibited. If you have received this message in error, please contact us immediately so we may correct our records. Please then delete or destroy the original transmission and any subsequent reply. Thank you. Email info@crescentfinancial.ca?subject=Unsubscribe to unsubscribe.
 

From: Courtney Lardizabal 
Sent: Friday, December 5, 2025 3:49 PM
To: ISP Customer Care <isp_customer_care@canadalife.com>
Cc: Courtney Lardizabal <courtney@crescentfinancial.ca>
Subject: 310044095 RRIF Reinhart Brust 

Hello, 

We had received an email from Canada Life stating the provide of resident would be updated to Manitoba has he has moved to Winnipeg. But workspace is not reflecting this 



 

Regards,
 
Courtney Lardizabal CHS
Insurance Licensed Assistant | CRESCENT FINANCIAL GROUP
501 St. Mary's Rd. | Winnipeg | MB | R2M 3L2
(T) 204-477-6174 ext 205| (TF) 1-866-725-4609 | (F) 204-477-6193
(@) courtney@crescentfinancial.ca
www.crescentfinancial.ca
 
The information contained herein is for general information purposes only. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. This email does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. This communication, including any attached documentation, is intended only for the person or entity to which it is addressed, and may contain confidential, personal, and/or privileged information. Any unauthorized disclosure, copying, or taking action on the contents is strictly prohibited. If you have received this message in error, please contact us immediately so we may correct our records. Please then delete or destroy the original transmission and any subsequent reply. Thank you. Email info@crescentfinancial.ca?subject=Unsubscribe to unsubscribe.",True,2025-12-19T16:55:18.000+0000,False,False,005OH000001yNnaYAE,2025-12-09T19:19:59.000+0000,0055o000001zVCKAA2,2025-12-19T16:55:18.000+0000,005OH000001yNnaYAE,2025-12-19T16:55:18.000+0000,(204)477-6174,(204) 770-9191,kevin@crescentfinancial.ca,(204)953-3442,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTSOMYA4,False,,24393922,0030A000006YgoNQAS,0010A000007JwtCQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration error,Medium,"KB0023358 - followed the guidance unfortunately issue is not resolved. Call assist, SL Eliese took over the call -INC1932274",True,2025-12-10T14:46:55.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T17:59:26.000+0000,005OH00000BFPZHYA5,2025-12-10T14:46:55.000+0000,005OH00000BFPZHYA5,2025-12-13T02:02:21.000+0000,(587)412-5123,(587) 568-7019,catherine@lefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTTHBYA4,False,,24393512,0030A0000029oV6QAI,0010A000002wB8WQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance & Wealth Report,Medium,"Hello Wade,

Our team has received your request to provide Client Listings report for Advisor code H3362. Please find the attached file for your reference (2 Tabs – Wealth & Insurance)
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Wade,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
M87PR75JS6 
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




















This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    ‌ 



 
Hello, Please send the H3362 client listing reports to any of the following email addresses for the Advisor which ever you show on file, all emails are active for the Advisor
 
wade@privusbrands.ca
wade.lawrence@ipcc.ca
wade@wadelawrence.ca
 
 
Regards,
 
Wade Lawence
 
 
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: Tuesday, December 9, 2025 11:38 AM
To: Wade Lawrence <wade@wadelawrence.ca>
Subject: RE: Contact Centre - Client listing - <<H3362>> - 24392323
 
Hello Wade,

Our team has received your request to provide Client Listings report for Advisor Code H3362. We are unable to send these reports as you have sent the request from an email account that does not match with what Canada Life has on file.  For security purposes please resubmit using the correct email address.  If you have made any changes recently or need to confirm which email to use, please contact canadalife.contracts&licensing@canadalife.com.
 
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com   
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
_____________________________________________
From: 
Sent: December 8, 2025 12:31 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: Contact Centre - Client listing - <<H3362>> - 24392323
 
 
Please handle accordingly.  No response to Contact Centre is required.
 
Advisor name: WADE LAWRENCE 
Advisor code(s) h3362
First and last name of caller: Cheryl Sebaski
Relationship to advisor:  Assistant 
Advisor's language of preference: English
Caller's email: wade@wadelawrence.ca / CC cheryl@wadelawrence.ca 
 
***********************************************************************************************
Notes:
 
Please provide the client listing for the advisor codes above.
 
Thanks,
 
 
 
 
LL77912
Customer Service Representative, Insurance 
Client Service Centre, Individual Customer, T-376 
 
Looking for quick access to info about your investments, savings and insurance products?
Register for My Canada LifeTM today to find everything in one convenient place!
<< OLE Object: Picture (Device Independent Bitmap) >> 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T17:53:29.000+0000,False,False,005OH0000088z1hYAA,2025-12-09T17:53:29.000+0000,005OH0000088z1hYAA,2025-12-09T18:03:24.000+0000,005OH0000088z1hYAA,2025-12-09T18:03:24.000+0000,(204)953-4425,,wade@privusbrands.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTTKUYA4,False,,24398120,0030A0000029nPJQAY,0010A000002wAHEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:59:11.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T18:59:11.000+0000,005OH00000BfjndYAB,2025-12-09T18:59:11.000+0000,005OH00000BfjndYAB,2025-12-09T18:59:11.000+0000,(604)535-7005,,bettina@bettinamacconnell.com,(866)701-1311,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTU5CYAW,False,,24393671,0030A0000029b8mQAA,0010A000002w0AgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA,Medium,"Advisor is signing on after a few months and would like to set up their MFA.
************
Hi Melvin, thank you for contacting the workspace support today.

To recap our call, you needed assistance with setting up your MFA. You have the Microsoft authenticator app, and I walked you through linking it to your workspace account.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T18:08:10.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T17:55:51.000+0000,005OH00000BFQFCYA5,2025-12-09T18:11:37.000+0000,005OH00000BFQFCYA5,2025-12-09T18:11:37.000+0000,(306)483-2666,,mel@flahrfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTUGYYA4,False,,24396758,0030A0000029eSvQAI,0010A000002w2ofQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:39:42.000+0000,False,False,00516000007Qeg2AAC,2025-12-09T18:39:42.000+0000,00516000007Qeg2AAC,2025-12-09T18:39:43.000+0000,00516000007Qeg2AAC,2025-12-09T18:39:43.000+0000,(416)756-4646X101,(647) 990-1268,justinbader@millennialfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTUtCYAW,False,,24396538,0030A0000029nDbQAI,0010A000002wA6jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Risk Report,Medium,"***DDS*** 12/09/25
Name: Kamila Santos
Phone: 
Agent code: 
Reference: KB0018473

Advisor name: 	EDWARD Sabat

Hello Kamila,

Thank you for contacting the Workspace support group regarding reporting. 

I do not think there is a template for Risk profile on workspace reporting, you would need to search for a template that closely matches the criteria’s you need and select the “Filter” button to add and remove any criteria’s that you need.

1) Select ‘New Report’. 
  

2) Search for in the report type box, select the report type that pertains to what you’re looking for and click continue. 
i.	Examples of reports you might want to pull the type of report you would choose: 
•	Client List: Contacts & Accounts Type 
•	Product List: Assets Type 
 
  
 
3) Click into ‘Filters’, click ‘Install Date’ and change range to ‘All Time’ – click ‘Apply’ (this field name will change depending on the report type chosen but needs to be switched to ‘All Time’ on all reports.) 
  
 
4) ‘Add Filter’ is where you will make any selections on what data you would like added or removed from your report. 
 
   
 
5) Go to the ‘Outline’ section and remove or add any columns that you would like displayed in the report: 
i.	The ‘x’ beside the column name is used to remove the column from the report 
ii.	The ‘Add Column (2)’ search bar can be used to add a column to the report 
 
   
 
*Just because there is a column to add does not mean it will display the results in the report. To display the information correctly the data must live in Workspace and not brought in via API Call as is with most policy specific data. 
 
6) Then you will select ‘Save and Run’ in the top right-hand corner and save in your ‘Private Reports’ folder: 
 
5.	Reports’ folder: 
 
  
 
 
Edit Report in Workspace 
 
Steps: 
1) Click into the report you’re looking to modify: 
 
 
2) Select ‘Edit’ in the top right-hand corner: 
 
  
3) Add or remove any columns or filters that you need and select ‘save and run’ in the top right- hand corner: 
   


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: kamila.santos@summitwealth.ca <kamila.santos@summitwealth.ca> 
Sent: December 8, 2025 2:32 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: 24396538 - [EXT] IC report

Hi team, I hope you could help me with this request: is there a possibility to generate a report on Workspace/IC to list our clients' Risk Profile somehow? Please advise. Thank you! Best regards, Kamila Santos Client Relationship Manager T. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi team, 

I hope you could help me with this request: is there a possibility to generate a report on Workspace/IC to list our clients' Risk Profile somehow? 

Please advise. 

Thank you!

Best regards, 

Kamila Santos
Client Relationship Manager
T. (416) 250-9988 Ext. 221

4789 Yonge Street, Suite 1012
Toronto, ON, M2N 0G3
F. 416-362-5505",True,2025-12-09T19:23:18.000+0000,False,False,005OH00000BGeeHYAT,2025-12-09T18:36:30.000+0000,005OH00000BGeeHYAT,2025-12-10T13:22:18.000+0000,005OH00000BGeeHYAT,2025-12-10T13:22:18.000+0000,(416)250-5520X258,,edward@consultinghouse.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTUwVYAW,False,,24397768,0030A00000CmV2UQAV,0010A00000DOIVlQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1285,Medium,"KB0020563 - KB0020858 - authenticated (rotation 2) - reset temporary password with user

Email: emily@pugachevsky.com 
Code: D7046

*************************************************************
Good afternoon, Emily 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully sign into your Workspace account.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:02:40.000+0000,False,False,005OH00000BG5v4YAD,2025-12-09T18:54:24.000+0000,005OH00000BG5v4YAD,2025-12-09T19:02:40.000+0000,005OH00000BG5v4YAD,2025-12-09T19:02:40.000+0000,(416)873-7675,,emily@pugachevsky.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTVSlYAO,False,,24396985,0030A000005x8xfQAA,0010A000006hfLHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/9*
----------------
SANDRA DUROCHER
sandra durocher
h4041
i have never gone into Workspace i was trying to register for Workspace
they have registered but never logged in before 
walked them through the self service password reset

 
*email*
----------------

Good afternoon Sandra, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted some support either registering or logging into Workspace. We discovered you had registered successfully, and we were able to guide you through the password reset process. You were able to log in successfully. If you have any questions or concerns, please reply to this email

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T00:53:36.000+0000,False,False,005OH000008919xYAA,2025-12-09T18:43:03.000+0000,005OH000008919xYAA,2025-12-10T00:53:36.000+0000,005OH000008919xYAA,2025-12-10T00:53:36.000+0000,(416)931-8999,,sandra@wealthshield.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTW5VYAW,False,,24398618,003G0000018f6csIAA,0010A000002wOaAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Bit locker,Medium,"KB0023361 - User is indicating they lost their Bit Locker key. 
User inquiring about signing into Microsoft account. - Transfer to Service Desk (warm transfer) 

Email: pat@pjfinancial.ca 
Code: LL06281

**********************************************************
Good afternoon, Patrick
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
Regarding your CRM data you can obtain the Recovery Key too access within Workspace. They key would be found in My Settings > Download CRM Data. If you have any issues regarding the key please contact your TSP, Michelle Lee at Michelle.K.Lee@advicecanada.com. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:43:16.000+0000,False,False,005OH00000BG5v4YAD,2025-12-09T19:06:07.000+0000,005OH00000BG5v4YAD,2025-12-09T19:43:16.000+0000,005OH00000BG5v4YAD,2025-12-09T19:43:16.000+0000,(604)218-3471,(604) 218-3471,pat@pjfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTWDRYA4,False,,24394058,0030A0000029oGMQAY,0010A000002wAwWQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Simple protect application,Medium,"ASA called on behalf of advisor as they needed assistance with application. They are told to contact their RSA. Information provided.

Hello Julie,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with application. Unfortunately, I can only help you with technical inquiries. Please contact your advisor’s regional sales associate Jane Bernier at 514-878-6103 or send them an email at jane.bernier@canadavie.com. 

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH00000BFiyTYAT,2025-12-09T18:01:42.000+0000,005OH00000BFiyTYAT,2025-12-09T18:16:01.000+0000,005OH00000BFiyTYAT,2025-12-09T18:16:01.000+0000,(506)443-7777,,york.financial@nb.aibn.com,(506)458-1154,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTXERYA4,False,,24398001,0030A0000029XTnQAM,0010A000002vx2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:57:34.000+0000,False,False,005G0000002gxxjIAA,2025-12-09T18:57:34.000+0000,005G0000002gxxjIAA,2025-12-09T18:57:34.000+0000,005G0000002gxxjIAA,2025-12-09T18:57:34.000+0000,(514)822-4270,(514) 898-0390,yaovi.bouka@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTXmIYAW,False,,24397584,0035o000004UffNAAS,0015o0000053fntAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:52:06.000+0000,False,False,00516000007Qeg2AAC,2025-12-09T18:52:06.000+0000,00516000007Qeg2AAC,2025-12-09T18:52:07.000+0000,00516000007Qeg2AAC,2025-12-09T18:52:07.000+0000,(519)389-1206,,pbfinsurance@gmail.com,(519)832-9153,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTYdSYAW,False,,24395129,003G0000018f7NqIAI,0010A000002wPTTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,"**EMAIL**

Hi Eric,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
F9D8XC7U6C

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Eric,

Please find the attached file of the requested PAC AWD Summary Report on Investment Centre (Nominee). A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi, 

Report Q503 PAC AWD Summary Report KOSCIELSKI, E 9917-28665 is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: December 3, 2025 4:49 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID321

Item ID321 has been added Chen, Carmen 12/3/2025 3: 48 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID321 has been added
		
 
Chen, Carmen
12/3/2025 3:48 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report 

Column Requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-28665 

Column and data filer requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-28665 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/5/2025 

Requestor Name and Organization :	ERIC KOSCIELSKI, BALANCE WEALTH MANAGEMENT GROUP INC (LJWII) 

MI Specialist:	

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-28665 

Advisor Name:	ERIC KOSCIELSKI 

Dealer Code:	9917-28665 

Rep Code as it appears in Unitrax:	9917-28665 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist



Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Eric J Koscielski
Code: 28665

Please email it to eric@balancewealth.ca",True,2025-12-09T18:17:30.000+0000,False,False,005OH0000071DK9YAM,2025-12-09T18:17:30.000+0000,005OH0000071DK9YAM,2025-12-09T18:17:31.000+0000,005OH0000071DK9YAM,2025-12-09T18:17:31.000+0000,(519)351-0101,(519) 365-0920,eric@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTYtjYAG,False,,24402335,003OH00000M91l5YAB,001OH00000Quxx6YAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Follow up on submitted DSFA applications,Medium,"Follow up on submitted DSFA applications

Hi Meghan,

Thank you for contacting Workspace Support.

For updates on the status of the two applications you submitted, please contact our Application Status and Processing Support team at 1-888-252-1847. They will be able to provide you with the most accurate and timely information regarding your applications.

If you need any assistance with Workspace or the Digital Segregated Fund Application process, feel free to reach out to us again.

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

Have a wonderful day. 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 




From: MEGHAN CAMPBELL <MCAMPBELL.HSFS904@PRIMERICA.COM> 
Sent: Tuesday, December 2, 2025 11:09 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: MEGHAN CAMPBELL <hsfs904@primerica.com>
Subject: [EXT] Fwd: KOM_112360565

Good afternoon, Please see email thread below and attachments. Please send status update on this request or if anything else is required. Thank you, Meghan Campbell Office administrator to Maninder Singh, HSFS9 905-299-7203. From: ""MCAMPBELL
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon,

Please see email thread below and attachments. 

Please send status update on this request or if anything else is required.

Thank you,
Meghan Campbell
Office administrator to Maninder Singh, HSFS9
905-299-7203. 

________________________________________
From: ""MCAMPBELL HSFS904"" 
To: ""cl segfunds"" 
Cc: ""MEGHAN CAMPBELL"" 
Sent: Monday, 1 December, 2025 15:18:43
Subject: Fwd: KOM_112360565

Good afternoon,

I am following up on the transfer form and application that was originally emailed in on Nov 10, 2025.

Please send update on the status of this so that it can be sent in for SG. 

Thank you,
Meghan Campbell
Office administrator to Maninder Singh, HSFS9
905-299-7203. 

________________________________________
From: ""MCAMPBELL HSFS904"" 
To: ""cl segfunds"" 
Sent: Thursday, 13 November, 2025 08:14:09
Subject: Fwd: KOM_112360565

Good morning, 

I am following up on my email from Nov 10 2025. 

I look forward to your response.

Thank you 
Meghan. 

________________________________________
From: ""MCAMPBELL HSFS904"" 
To: ""cl segfunds"" 
Sent: Monday, 10 November, 2025 16:14:50
Subject: Fwd: KOM_112360565


________________________________________
From: ""MCAMPBELL HSFS904"" 
To: ""cl segfunds"" 
Sent: Monday, 10 November, 2025 16:14:05
Subject: Fwd: KOM_112360565

Please see email below and attachments.

Once reviewed, please advise on next steps.

Your prompt attention to this matter is greatly appreciated.

Thank you,
Meghan. 

________________________________________
From: ""Manzanares, Amparo Kristina [PRI-CAN]"" 
To: ""MCAMPBELL HSFS904"" 
Sent: Wednesday, 29 October, 2025 16:35:34
Subject: KOM_112360565

Good Day,
This request is not in good order due to the ff. deficiency / deficiencies:
1.	Primerica Financial Services Ltd. Segregated Funds Client Information and Disclosures (Primerica app) AND Canada Life application is missing. Once application is sent to cl.segfunds@primerica.com, please resend transfer form for SG
Please review request and amend accordingly. Kindly send back corrected paperwork scanned as one .pdf file to cl.segfunds@primerica.com. 
Thank you!
PFSL Ops
PLEASE DO NOT REPLY BACK TO THIS E-MAIL
For follow up and inquiry, please contact our Customer Service Department at 905 812 3520.
From: MEGHAN CAMPBELL <MCAMPBELL.HSFS904@PRIMERICA.COM> 
Sent: Tuesday, October 28, 2025 6:00 PM
To: Canada Mutual Funds <CAN.MUTUALFUNDS@PRIMERICA.COM>
Subject: March, Patricia
please see amended transfer form and stamp for approval 
Thank you, 
Meghan Campbell
office administrator to Maninder Singh, HSFS9
hsfs904@primerica.com
905-299-7203
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 


In the US (except in NY) term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia. In NY, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY. If you wish to opt out of future commercial emails, please reply with the subject ""Opt Out"" to this email address and copy us_marketingadvisory@primerica.com.

 

If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 

If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-09T20:00:19.000+0000,False,False,0055o000001zVCKAA2,2025-12-09T20:00:19.000+0000,0055o000001zVCKAA2,2025-12-09T20:01:32.000+0000,0055o000001zVCKAA2,2025-12-09T20:01:32.000+0000,(905)515-2101,,maninder.singh@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTZ89YAG,False,,24397179,003OH00000M94J7YAJ,001OH00000QuhP3YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration - Primerica,Medium,"****DDS****12/09/25 

Authenticated user as per KB0023476 and assisted user to complete registration steps (KB0023476)
User also linked Google MFA to their account and was able to sign in, out and back into their WS account.
 
============================================================================================= 
 
****Email Chain****

Bonjour Suzanne,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant l’inscription.

Lors de notre appel, nous avons utilisé LogMeIn pour vous assister à compléter l’inscription. Vous avez aussi lié votre compte Espace Affaires à l’authentificateur Google et vous avez accédé votre compte avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T18:57:29.000+0000,False,False,005OH0000097FtCYAU,2025-12-09T18:46:05.000+0000,005OH0000097FtCYAU,2025-12-09T19:55:21.000+0000,005OH0000097FtCYAU,2025-12-09T19:55:21.000+0000,(514)919-8008,,suzannegaba@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTZT3YAO,False,,24394765,003G0000018f6kRIAQ,0010A000002wOmBQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Reports,Medium,"Advisor assistant wanted to build a report.
******
Hi Sherrie , thank you for contacting the workspace support today.

To recap our call, you were having some issues adding columns to current report. I do apologize that function as well as creating new reports is no longer available in workspace to confirm any client list information you may need, please reach out to client services if needed 1-888-252-1847. 


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T18:31:09.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T18:12:05.000+0000,005OH00000BFQFCYA5,2025-12-09T18:34:39.000+0000,005OH00000BFQFCYA5,2025-12-09T18:34:39.000+0000,(306)280-7060,(306) 280-7060,nextphasefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTZktYAG,False,,24400402,0030A0000029dkBQAQ,0010A000002w2CBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:32:16.000+0000,False,False,005G0000002gxxjIAA,2025-12-09T19:32:16.000+0000,005G0000002gxxjIAA,2025-12-09T19:32:16.000+0000,005G0000002gxxjIAA,2025-12-09T19:32:16.000+0000,(514)996-1915,,info@kinoglobal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTaIpYAK,False,,24406019,0030A0000029ma5QAA,0010A000002w9ZjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:54:38.000+0000,False,False,005OH000005URvxYAG,2025-12-09T20:54:38.000+0000,005OH000005URvxYAG,2025-12-09T20:54:38.000+0000,005OH000005URvxYAG,2025-12-09T20:54:38.000+0000,(403)346-1690,403-350-9009,garry@smithgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTbDCYA0,False,,24399907,0030A0000029g11QAA,0010A000002w45MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor needs assistance to register for workspace.
***********
Hi Jacques, thank you for contacting the workspace support today.

To recap our call, I walked you through the workspace registration and you set up your multifactor authentication with your salesforce authenticator on your phone. The multifactor authentication will be used each time you sign onto workspace.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:29:45.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T19:24:48.000+0000,005OH00000BFQFCYA5,2025-12-09T19:47:02.000+0000,005OH00000BFQFCYA5,2025-12-09T19:47:02.000+0000,(506)523-9683,,jacques@ajsi.ca,(506)382-9095,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTc4PYAS,False,,24399125,0030A000002v0TMQAY,0010A000003gWzyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:13:39.000+0000,False,False,0050A000000WjqvQAC,2025-12-09T19:13:39.000+0000,0050A000000WjqvQAC,2025-12-09T19:13:39.000+0000,0050A000000WjqvQAC,2025-12-09T19:13:39.000+0000,(613)539-2629,(613) 539-2629,nicholas@kingstonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTcE6YAK,False,,24400661,0030A0000029XaHQAU,0010A000002vx7qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:35:56.000+0000,False,False,005OH000007fgYjYAI,2025-12-09T19:35:56.000+0000,005OH000007fgYjYAI,2025-12-09T19:35:56.000+0000,005OH000007fgYjYAI,2025-12-09T19:35:56.000+0000,(514)376-7771,,eliot@finvest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTcM5YAK,False,,24395365,003G0000018f6dFIAQ,0010A000002wObQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:20:41.000+0000,False,False,005G0000002gyDJIAY,2025-12-09T18:20:41.000+0000,005G0000002gyDJIAY,2025-12-09T18:20:41.000+0000,005G0000002gyDJIAY,2025-12-09T18:20:41.000+0000,(204)228-6200,(204) 228-6200,blair@worbfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTckOYAS,False,,24399283,0030A0000029jS9QAI,0010A000002w6yIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:15:58.000+0000,False,False,005OH000007fgYjYAI,2025-12-09T19:15:58.000+0000,005OH000007fgYjYAI,2025-12-09T19:15:58.000+0000,005OH000007fgYjYAI,2025-12-09T19:15:58.000+0000,(514)620-0051,(514) 843-3960,robert.mcintosh@ipcc.ca,(514)620-8967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTdA6YAK,False,,24395800,0030A0000029XTnQAM,0010A000002vx2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:26:35.000+0000,False,False,005G0000002gxxjIAA,2025-12-09T18:26:35.000+0000,005G0000002gxxjIAA,2025-12-09T18:26:35.000+0000,005G0000002gxxjIAA,2025-12-09T18:26:35.000+0000,(514)822-4270,(514) 898-0390,yaovi.bouka@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTdq3YAC,False,,24396597,0030A0000029kv7QAA,0010A000002w89YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Password Reset,Medium,"CL Advisor Richard Daugherty (34975) password reset needed to be unlocked, successfully reset password and logged in, tried to replicate sign-in to confirm success, WS requested MFA Authentication to be setup again; tried to set up Microsoft Browser extension; referred to IT for PC manual time-reset (off by 3 minutes, impacting MFA)

***EMAIL CHAIN***

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 9, 2025 3:50 PM
To: richard@richline.ca
Subject: Workspace Password Reset - SF Case #24396597

Hi Richard,

Thank you so much for reaching out to Workspace Support! It was a pleasure meeting you today and we appreciated your patience during our call. 

Unfortunately, we were unable to successfully log you in to Workspace during our call due to the Multi-Factor Authentication failure. 

As discussed, we tried many methods and ultimately were able to determine that the Time Setting on your PC is off by 3.5 minutes – which will always impede your ability to successfully complete your time-sensitive Multi-Factor Authentication. 

Please reach out to your system administrator to have this issue manually corrected. Once rectified, you should be able to complete your MFA verification step (using the mobile app on your phone) and successfully log in to Workspace. 

However, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Thank you and take care!
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:38:09.000+0000,False,False,005OH00000BFQFDYA5,2025-12-09T18:37:30.000+0000,005OH00000BFQFDYA5,2025-12-09T22:51:29.000+0000,005OH00000BFQFDYA5,2025-12-09T22:51:29.000+0000,(519)340-1730,,richard@richline.ca,(519)340-1760,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTdqAYAS,False,,24400837,003OH00000L7OhYYAV,001OH00000PkEGCYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Insurance Application Support,Medium,"New Advisor Annie Tse (Yi Tse -  H2958) looking for support submitting first insurance application; referred to Advisor Service Centre and provided email with overview of available resources

***EMAIL CHAIN***
From: CL Workspace Support 
Sent: December 9, 2025 12:46 PM
To: 'Annie.tse@edwardjones.com' <Annie.tse@edwardjones.com>
Subject: Advisor Resources - SF Cases #24400837

Hi Annie,

Thank you for reaching out to Workspace Support! Welcome to the team! 

For any process related questions (including forms) please reach out to the Advisor Service Centre at 1-888-252-1847. They are available Monday-Friday from 8:00am to 8:00pm EST. 

As well we have the Advisor Support Chat available through your Workspace account. 

In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:49:43.000+0000,False,False,005OH00000BFQFDYA5,2025-12-09T19:38:13.000+0000,005OH00000BFQFDYA5,2025-12-09T19:50:57.000+0000,005OH00000BFQFDYA5,2025-12-09T19:50:57.000+0000,(780)435-5035,,annie.tse@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTeVxYAK,False,,24395764,003OH00000P7hDBYAZ,001OH00000UYYflYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for MGA Workspace - ERR-W1510,Medium,"Caller Name: Brian Murray
Advisor or support staff: Advisor 
Advisor Code: F1268 AND FH H5930
Advisor Name: Brian Murray	
Phone: (613) 791-4671
Email: brian@murray-financial.com
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: ERR-W1510. Brian is trying to Register for MGA Workspace. Wednesday Brian created his MGA RepNet: bpmurray

FINDINGS: He's calling in to authenticate as per 24340401.  

ERR-W1510 KB KB0020538
Checked bpmurray in ISAM, not locked. tied to brian@murray-financial.com
Its possible he's entering the wrong password.

FOUND Testdummy profile in Workspace for MGA tied to H5930.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000008wUxhYAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000P8acfYAB%26cntc%3D003OH00000P8acfYAB%26id%3D005OH000008wUxhYAE

RESOLUTION: 
#1. MGA
COMPLETED VERIFICATION AS PER KB0020538
did log me in session. guided him to register for Workspace now. setup microsoft authenticator. tested ok with going in/out. linked it to advice canada as well as per kb KB0022589

RESOLUTION:
#3. ADSL
then he also wanted the authenticator for advisor solutions on his phone as he currently uses browser authenticator and doesn't like it as he wants to access his workspace from his phone or other computers.
KB0020738 COMPLETED VERIFICATION AS PER THIS KB. CALLED HIM BACK AT THE NUMBER IN SIEBEL FOR ADVISOR SOLUTIONS; (613) 791-4671
We completed verification, removed the authenticator from SF, had him setup on Microsoft auth again. tested ok. had him sign out/in again to test with success.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001dz9zQAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%252F0030A0000028wpMQAQ%26cntc%3D0030A0000028wpMQAQ%26id%3D0050A000001dz9zQAA%26appLayout%3Dsetup%26tour%3D%26sfdcIFrameOrigin%3Dhttps%253A%252F%252Flifeco.my.salesforce-setup.com%26sfdcIFrameHost%3Dweb%26nonce%3D0710d01e7c7b358aa8e46400259a7d125d22c2d682f940113c7a532d90d099b4%26ltn_app_id%3D%26clc%3D1%26isDeleteRedirect%3Dtrue


--------------------------------------***DDS  12/09/2025***--------------------------
Hello Brian,

Thanks for contacting Workspace Support today regarding receiving ERR-W1510 when attempting to register for Workspace.

It was a pleasure speaking to you and helping you complete registration.

To recap during our LogMeIn session, we completed registration for your MGA Workspace and setup the Microsoft Authenticator. 

You were able to authenticate and sign into Workspace, we had you sign out and back in again to test.

I then assisted you with linking your MGA Workspace to your Advice Canada account.

We completed verification for your Advisor Solutions Profile and removed the browser authenticator from your browser as you wanted to setup on your cell phone for your Advisor Solutions profile. 

We then had the system prompt you to setup using your Microsoft Authenticator. You were able to sign into your Advisor Solutions Workspace; we tested by having you sign out and in again with success.

We had you go through and test access and authentication on both profiles a few times through Workspace as well your MGA access through Advice Canada with success.

Reminder to please follow up/reach out to contracts&compensation@canadalife.com to check/update your postal code for your Advisor Solutions code F1268. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T19:14:07.000+0000,False,False,005OH00000AUS7aYAH,2025-12-09T18:26:10.000+0000,005OH00000AUS7aYAH,2025-12-09T19:20:49.000+0000,005OH00000AUS7aYAH,2025-12-09T19:20:49.000+0000,(613)791-4671,,brian@murray-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTgRJYA0,False,,24396122,0030A0000029lG1QAI,0010A000002w8REQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:31:20.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T18:31:20.000+0000,005OH00000BfjndYAB,2025-12-09T18:31:21.000+0000,005OH00000BfjndYAB,2025-12-09T18:31:21.000+0000,(604)795-5566,(778) 808-4372,randy.booth@iaprivatewealth.ca,(604)795-5365,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hThAYYA0,False,,24399737,003OH00000M98WOYAZ,001OH00000QuwxUYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#primerica registration issue - INC1933835,Medium,"*** DDS 15DEC2025 ***
called user, authenticated, disconnected MFA, had user login, Change password, connect MFA (Okta verify), link account, success

had user test by logging out and back in, resolved

*** DDS 10DEC2025 ***
INC1933835 submitted

account was initially locked, authenticated caller and unlocked, had them go through registration (MFA not set up), getting 'Sorry something went wrong' 
escalating per KB0023629  
confirmed user received registration letter and was entering email correctly

***DDS*** 12/09/25
Name: LOURDES CAMACHO Tamondong
Phone: 647-542-3160
Agent code: P5103
Reference: KB0023476

---------------------------------

Hello Lou,

Thank you for taking my call again today it was a pleasure speaking with you. To recap our call, I made a change to your account, we were able to update your password, connect your Okta verify authenticator app, we linked your Primerica account using your Activation ID, and you were able to login successfully. We made sure to test by logging out and back in. Don’t hesitate to reach out if there is anything I can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Lourdes,

Thank you for taking my call this afternoon and going through some additional troubleshooting steps with me regarding your Primerica Workspace account registration issue. I have escalated the issue to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Lourdes

Thank you for contacting the Workspace support group regarding Registration.

To recap our call today:

We went trhough registration, we got to the point where it asks for  Input Name, Email, and Password, accept Terms & Conditions and continue. Then says Please check youve entered your email correctly and try again 
We went to the Workspace logon page, 
Tried to log in passaword and email does not match
We reset your password checked your Primerica email for the 6 digit code and tried to enter the code but says code is incorrect.
Tried using different web browser (Firefox)
We tried resetting the password several times and still does not work.
Always stuck at sending the 6 digit code to the advisors email address but the code does not work even though it is a new codeWill escalate this to our L2 team to investigate.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T17:01:17.000+0000,False,False,005OH000006wv2TYAQ,2025-12-09T19:22:20.000+0000,005OH00000BGeeHYAT,2025-12-15T17:01:18.000+0000,005OH000006wv2TYAQ,2025-12-15T17:01:18.000+0000,(647)543-3160,,lou.tamondong@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hThH3YAK,False,,24403497,0030A0000029X98QAE,0010A000002vwnnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor having difficulty signing onto workspace. 
******
Hi James , thank you for contacting the workspace support today.

To recap our call, we did a remotes session to try to get your email updated and your password for you to sign onto workspace. We were able to update your email and to ensure it stays up to date I would suggest also updating in Apexa. I do apologize we were not able to get you signed into workspace hopefully when you reset your password you’ll get logged on.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:51:44.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T20:17:27.000+0000,005OH00000BFQFCYA5,2025-12-09T20:58:02.000+0000,005OH00000BFQFCYA5,2025-12-09T20:58:02.000+0000,(613)966-2360,(613) 242-3233,jmadvisors@cogeco.ca,(613)779-7895,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hThIYYA0,False,,24397163,0030A0000029g5OQAQ,0010A000002w49AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace account registration,Medium,"eddie anicai

ASA need assistance for workspace registration. They already have activation code. They have been advised to register for user ID and then register for workspace after 48 hours.

Hello Eddie,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, we talked about MGA workspace account registration. As you mentioned over the phone you have received activation code already. Please visit Sign in | Canada Life for User Id registration. After 48 hours waiting period, you can register for workspace on Advisor Workspace Login – Canada Life. If you need any assistance, please let me know.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T18:57:47.000+0000,False,False,005OH00000BFiyTYAT,2025-12-09T18:45:54.000+0000,005OH00000BFiyTYAT,2025-12-09T18:57:47.000+0000,005OH00000BFiyTYAT,2025-12-09T18:57:47.000+0000,(416)486-1617,4166178854,jtf@fmig.ca,(416)486-2410,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hThk0YAC,False,,24398763,003G0000018f6YdIAI,0010A000002wOViQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:08:18.000+0000,False,False,0050A000000WjqvQAC,2025-12-09T19:08:18.000+0000,0050A000000WjqvQAC,2025-12-09T19:08:18.000+0000,0050A000000WjqvQAC,2025-12-09T19:08:18.000+0000,(613)748-3455,(613) 220-9170,sbuss@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTiL7YAK,False,,24399715,0030A00000CStLHQA1,0010A00000D3sjJQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy Owner Discrepancy,Medium,"NAME: DARCY MCKAY 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: D6101
PHONE: +18882521847
EMAIL: darcy.mckay@ig.ca
ISSUE: 
Advisor says they are not seeing policy C451456P on their workspace account when they search it. 
FINDINGS:
The policy shows a different advisor code on file when I check copilot which is why the advisor will not be able to see the policy on their account.
TROUBLESHOOTING/RESOLUTION:
KB0021280
KB0017403
Confirmed with user that they should not have any TPA access for another advisor
Sent email to DDS leaders for further investigation
Update: received confirmation from DDS leaders that this is not a breach. 
Message: We have confirmed with Comp and Contracting that this is not a breach. The policy is currently aligned to the correct advisor according to a request from the Regional office that was completed in Jan, 2024.
Advisor will need to request to become the owner of this policy from their regional office or IG head office. The request should be received by the Compension and Contracting team from the regional office or IG head office.

EMAIL:
--------------------------------------***DDS 12/09/2025***-------------------------- 
Hello Darcy.
Thank you for your patience as we investigated this case further. I have just received an update on the case.
Our team has confirmed from Compensation and Contracting that the policy (C451456P) is aligned to the correct advisor. This was put in place according to a request from the regional office and it was completed in January 2024.
To be listed as the advisor for this policy, please request to be the policy owner from your regional office or IG head office. The request needs to be received by Compensation and Contracting team from the regional office or IG head office.
Please let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: CL Workspace Support 
Sent: December 9, 2025 2:56 PM
To: 'darcy.mckay@igpwm.ca' <darcy.mckay@igpwm.ca>
Subject: Policy Owner Discrepancy - 24399715
Hello Darcy,
Thank you for contacting Workspace Support about access to viewing your client on your Workspace account.
As mentioned on the call, this policy (C451456P) shows a different advisor on file which is why you do not have access to view it online. I have sent a request to our second level team for there to be further investigation on this case. Once there is an update, you will be contacted.
The case number for your reference is 24399715.
Please let us know if there are any updates on your end as well.
Thank you for your patience as we work to resolve this for you.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-09T19:50:34.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T19:21:57.000+0000,005OH00000BGf2TYAT,2025-12-09T21:21:05.000+0000,005OH00000BGf2TYAT,2025-12-09T21:21:05.000+0000,(403)253-4840,,darcy.mckay@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTj12YAC,False,,24398939,0030A0000082c81QAA,0010A000008v7imQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:11:06.000+0000,False,False,0050A000000WjqvQAC,2025-12-09T19:11:06.000+0000,0050A000000WjqvQAC,2025-12-09T19:11:06.000+0000,0050A000000WjqvQAC,2025-12-09T19:11:06.000+0000,(613)889-7709,,sbelanger@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTj5sYAC,False,,24399379,003OH00000GEwMRYA1,001OH00000KAVgiYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:17:06.000+0000,False,False,005G0000002gxxjIAA,2025-12-09T19:17:06.000+0000,005G0000002gxxjIAA,2025-12-09T19:17:06.000+0000,005G0000002gxxjIAA,2025-12-09T19:17:06.000+0000,(514)321-8066X105,,maude@frenza.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTjqbYAC,False,,24396817,003OH00000IABHjYAP,001OH00000MKGyZYAX,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Infinite loading in Investment Centre - WSL,Medium,"Infinite loading in Investment Centre

Good afternoon Jack,

Thank you for reaching out to Workspace Support regarding this Investment Centre loading issue. We will investigate and see what the issue is. We will get back to you with a resolution or if we need further information.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
    
Jason M.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com   
   

Hi L2, 

User below is having infinite loading issue in Investment Centre. 

You will find attached the intake form. 

Thank you 😊


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 



Hi Jack, 

Thank you for contacting Workspace Support.  

We’ve reviewed your request and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action at this time. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

Thank you for your patience and for working with us to resolve this matter.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Jack Moroney <jack@synergyfinancialgroup.com> 
Sent: Monday, December 8, 2025 10:23 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Investment Centre not loading - AGAIN

Hi, This seems to happen every few months… more Investment Centre issues. See screenshot, when trying to access client accounts, it keeps loading the page indefinitely. Also, the tools on the bottom left side bar are gone. Quite annoying this
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

This seems to happen every few months… more Investment Centre issues.

See screenshot, when trying to access client accounts, it keeps loading the page indefinitely.  Also, the tools on the bottom left side bar are gone.

Quite annoying this keeps happening every few months.  Probably time for an upgrade!

If someone can help me out that would be great, thanks.
 
 Jack Moroney
  Advisor, Investment Representative
 504, 933 – 17th Ave SW
 Calgary, Alberta T2T 5R6
 Ph: (403) 234-0004 X 225
 Website: synergyfinancialgroup.com

       
 Please note: Trade instructions or policy change requests via e-mail or voice message cannot be acted upon until you have communicated with an advisor, the requested actions have been clarified and confirmed, and the appropriate paperwork has been completed
         
Confidentiality Warning:
The information contained in this email is confidential. It is intended only for the individual(s) named above. If the reader of this email is not the intended recipient, any distribution or copying of this email is prohibited. If you have received this email in error, please notify us by return email and delete all copies.",True,2026-01-02T18:18:57.000+0000,False,False,0055o000001zVCKAA2,2025-12-09T18:40:28.000+0000,0055o000001zVCKAA2,2026-01-02T18:19:03.000+0000,0055o000001zVCKAA2,2026-01-02T18:19:03.000+0000,(403)702-5225,,jack@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTk6lYAC,False,,24399695,0030A0000029i81QAA,0010A000002w5tSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report,Medium,"Hello Howard,

Our team has received your request to provide Client Listings report for Advisor code 51531. Please find the attached file for your reference. 
A separate email with the password to access the file will follow.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello Howard,
Thank you for contacting The Wealth Reporting Support team
As mentioned in my previous email, please see below for your Excel file password(s):
J21R6V2CWD
Please note the passwords are case sensitive and has no expiration date. The password is for the Excel file only. It is not the login credential nor one-time verification code to view the encrypted email message.
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊


The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






























This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    ‌ 



My other work email is… 
Howard.yancovitch@ig.ca

Please send me the report of my in/force policies

Sent from my iPhone


On Dec 9, 2025, at 12:32 PM, BusinessReporting <BusinessReporting@canadalife.com> wrote:
 
Hello Howard,

Our team has received your request to provide Client Listings report for Advisor Code 51531. We are unable to send these reports as you have sent the request from an email account that does not match with what Canada Life has on file.  For security purposes please resubmit using the correct email address.  If you have made any changes recently or need to confirm which email to use, please contact canadalife.contracts&licensing@canadalife.com.
The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com   
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
_____________________________________________
From: CL Ins - Call Centre <CLInsCallCentre@canadalife.com> 
Sent: December 8, 2025 11:24 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: Contact Centre - Client listing - 51531 - 24391811
 
 
Please handle accordingly.  No response to Contact Centre is required.
 
Advisor name: HOWARD YANCOVITCH
Advisor code(s) 51531 3449C1356(?)
First and last name of caller: HOWARD YANCOVITCH
Relationship to advisor: AOR
Advisor's language of preference: English
Caller's email: howardmy@hotmail.ca
 
***********************************************************************************************
Notes: Please email the AOR the list of clients that are still active.
 
Please provide the client listing for the advisor codes above.
 
Thanks,
 
 
 
LL68475
Client Service Representative, Insurance Solutions
Client Service Centre, Individual Customer, T-376
Canada Life Assurance Company 
 
This email is being sent from a general delivery mailbox. Replies are not monitored. To reach our Client Service Centre, please call 1-888-252-1847.
 
 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-09T19:21:46.000+0000,False,False,005OH0000088z1hYAA,2025-12-09T19:21:46.000+0000,005OH0000088z1hYAA,2025-12-09T19:26:14.000+0000,005OH0000088z1hYAA,2025-12-09T19:26:14.000+0000,(514)737-9252,,howard.yancovitch@ig.ca,(514)737-2342,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000088z1hYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTkrVYAS,False,,24396973,0035o000006v9NAAAY,0015o000007XEnKAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to check submitted status,Medium,"***DDS*** 12/09/25
Name: Winnie nerit
Phone: 
Agent code: E4247
Reference: KB0021631 

Advisor name: JAYSON MALLARI

Hello Winnie,

Thank you for contacting the Workspace support group today regarding Simple protect.

I would like to recap our call today:

We went to the NB Web app and checked for Existing Applications.
You were able to see the application that was submitted yesterday and the contact info. 


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:02:42.000+0000,False,False,005OH00000BGeeHYAT,2025-12-09T18:42:53.000+0000,005OH00000BGeeHYAT,2025-12-09T19:03:05.000+0000,005OH00000BGeeHYAT,2025-12-09T19:03:05.000+0000,(778)668-9390,,april@cambriafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTkrXYAS,False,,24397807,0030A0000029m0VQAQ,0010A000002w92TQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor is wanting to register to workspace unfortunately she is not aware of an activation code or even if she already created a user id/RepNet. An active user id is under her file but it is link to a previous firm and it was few years ago that she can't remember. Referred the advisor to distribution_methodology@canadalife.com.
====================

Hi Meriam,

Thank you for contacting the workspace support about registering to workspace.

We have identified that you have an active user ID/RepNet that has been created few years ago and you can’t recall which user id is that, just to see if we can recover that for you. Since you belong to a new firm as of this time, we may need to reach out to distribution_methodology@canadalife.com to confirm or get an activation code so you can create a new user id and register to workspace.

I understand this must be frustrating on your part and I apologize for the inconvenience.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T19:25:01.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T18:54:52.000+0000,005OH00000BFPZHYA5,2025-12-09T19:56:48.000+0000,005OH00000BFPZHYA5,2025-12-09T19:56:48.000+0000,(902)817-1600,,lynn.dean@fortresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTl7gYAC,False,,24399735,003OH00000YdsGKYAZ,001OH00000hxHE9YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations,Medium,"*12/9*
----------------
ASHLEY DESCHENES
KB0022829
ashely defchenes
ll20444
f8128
f8134

w6708
i just got my new codes, and i need to register my Londonlife code for product illustrations, i used have a code and now i got new codes.

 ll20444@londonlife.bz ID and the “IndIns_Illustration_Users” ISAM Security Group
 
 

*email*
----------------
Good afternoon Ashley, 

Thank you for contacting the Workspace Support Team with your product illustrations. 

You wanted to log into Product Illustrations, and you needed to get third party access. Regarding the Product Illustrations, it was confirmed your account was missing key components to access this app, as per our conversation, please have your RSA submit a request to have your ll20444@londonlife.bz ID and the “IndIns_Illustration_Users” ISAM Security Group created, this will resolve your issue with product illustrations. If you have any questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T00:50:31.000+0000,False,False,005OH000008919xYAA,2025-12-09T19:22:18.000+0000,005OH000008919xYAA,2025-12-10T00:50:32.000+0000,005OH000008919xYAA,2025-12-10T00:50:32.000+0000,(780)545-4615,,ashley@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTmrjYAC,False,,24397794,0030A0000029lvyQAA,0010A000002w8ykQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:54:41.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T18:54:41.000+0000,005OH00000BfjndYAB,2025-12-09T18:54:42.000+0000,005OH00000BfjndYAB,2025-12-09T18:54:42.000+0000,(250)545-5258,,colleenb@barkerwealth.ca,(250)545-6679,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTmy9YAC,False,,24397389,0030A0000029mwBQAQ,0010A000002w9rjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:49:12.000+0000,False,False,0055o000001NWfMAAW,2025-12-09T18:49:12.000+0000,0055o000001NWfMAAW,2025-12-09T18:49:13.000+0000,0055o000001NWfMAAW,2025-12-09T18:49:13.000+0000,(416)819-9038,,xwh2638@gmail.com,(905)415-8802,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTnPaYAK,False,,24398027,0030A0000029mpCQAQ,0010A000002w9lxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:57:52.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T18:57:52.000+0000,005OH00000BfjndYAB,2025-12-09T18:57:53.000+0000,005OH00000BfjndYAB,2025-12-09T18:57:53.000+0000,(778)987-8869,,yuolivia76@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTnfiYAC,False,,24397879,0030A0000029mIWQAY,0010A000002w9I9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:55:51.000+0000,False,False,00516000007Qeg2AAC,2025-12-09T18:55:51.000+0000,00516000007Qeg2AAC,2025-12-09T18:55:51.000+0000,00516000007Qeg2AAC,2025-12-09T18:55:51.000+0000,(416)910-8929,,allwayfinancial@yahoo.com,(905)817-0574,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTo8jYAC,False,,24397644,0030A0000029nMzQAI,0010A000002wAFnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email address change,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (2)
-Firm/MGA name: Ok
-Used LogMeIn? Yes
-Advisor code(s): H7361/ M8965
-Caller email address:irina.laude@wellington-altus.ca
-KB:KB0023058

Call details: Caller would like to change their email address on WS for both their MGA and ADSL accounts, we unlocked their accounts, reset their passwords, and changed their email addresses, they logged in successfully.
-----------------------------------------------------------------EMAIL---------------------------------------------------------------

Hello Irina,

It was a pleasure speaking on the phone with you earlier regarding your email address change. To recap, we unlocked both your account on Workspace (Direct and indirect), reset your passwords and updated your Workspace account email addresses (both) from: irina.laude@iaprivatewealth.ca to:  irina.laude@wellington-altus.ca   and made sure you were able to login successfully into both accounts.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 






Hello Irina,

It was a pleasure speaking on the phone with you earlier regarding your email address change. To recap, we unlocked both your account on Workspace (Direct and indirect), reset your passwords and updated your Workspace account email addresses (both) from: irina.laude@iaprivatewealth.ca to:  irina.laude@wellington-altus.ca   and made sure you were able to login successfully into both accounts.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:10:32.000+0000,False,False,005OH00000AbCcLYAV,2025-12-09T18:52:50.000+0000,005OH00000AbCcLYAV,2025-12-09T20:10:32.000+0000,005OH00000AbCcLYAV,2025-12-09T20:10:32.000+0000,(604)461-2880,,michael.noc@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hToIRYA0,False,,24400628,003OH00000TxbSkYAJ,001OH00000aWsTiYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setup authenticator,Medium,"Caller Name: ARCANGELO SANTIN (ANGELO)
Advisor or support staff: Advisor 
Advisor Code: F7873
Advisor Name: ARCANGELO SANTIN	
Phone: (807) 472-8601 
Email: angelo.santin@linkwell.ca		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Lost the account on google authenticator

FINDINGS: https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000Ae5G9YAJ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000TyHesYAF%26cntc%3D003OH00000TyHesYAF%26id%3D005OH00000Ae5G9YAJ

RESOLUTION: FOLLOWED KB0020738. AUTHENTICATED. CALLED HIM BACK AT THE # IN SIEBEL. (807) 472-8601
removed the auth from SF, called him back authenticated again. had him sign in he was prompted to update his password
had him sign out/back in to setup the authenticator. setup the QR code using google authenticator. he signed in/had him sign out and back in to test with success.



--------------------------------------***DDS  12/09/2025***--------------------------
Hello Arcangelo,

Thank you for contacting Workspace Support today regarding not being able to authenticate to access Workspace.

As discussed, your google authenticator no longer shows the accounts. You had recently changed phones but was able to access Workspace after this but something on the authenticator changed and you lost the accounts.

It was a pleasure speaking to you earlier and helping you setup the Google Authenticator app on your phone to access Workspace.
 
Here is a recap of what we did today.
1.	Verified and disconnected the old authenticator profile
2.	You signed into Workspace; you were prompted to update your password and signed in.
3.	We had you sign out and in again to setup your Google Authenticator on your phone
4.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-09T19:51:33.000+0000,False,False,005OH00000AUS7aYAH,2025-12-09T19:35:31.000+0000,005OH00000AUS7aYAH,2025-12-09T19:51:33.000+0000,005OH00000AUS7aYAH,2025-12-09T19:51:33.000+0000,(807)472-8601,,angelo.santin@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTolSYAS,False,,24397800,0030A0000029ln9QAA,0010A000002w8sGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T18:54:45.000+0000,False,False,0055o000001NWfMAAW,2025-12-09T18:54:45.000+0000,0055o000001NWfMAAW,2025-12-09T18:54:46.000+0000,0055o000001NWfMAAW,2025-12-09T18:54:46.000+0000,(905)624-0008X201,(905)624-0008,zahid@oroojfinancial.com,(905)624-6660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTolWYAS,False,,24398941,003OH000008BVDbYAO,001OH000009yeNCYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:11:07.000+0000,False,False,00516000007Qeg2AAC,2025-12-09T19:11:07.000+0000,00516000007Qeg2AAC,2025-12-09T19:11:07.000+0000,00516000007Qeg2AAC,2025-12-09T19:11:07.000+0000,(905)845-9090X169,,nmcpherson@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTp6RYAS,False,,24398144,0030A0000029XbtQAE,0010A000002vx8yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Email, phone number and address update",Medium,"ANDREW MCDOWELL
97284
Avisor needed assitance for updating their email address, phone number and address. Email sent to appropriate departments. After authentication, email address updated.

Hello Tracey,

Please update the phone number for ANDREW MCDOWELL, advisor code- 97284 in Siebel. Their correct phone number is 778-715-0680.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello team,

Please update the address for ANDREW MCDOWELL , advisor code- 97284 in Siebel. Their new address is 671G Market hill, Vancouver, BC, V5Z 4B5.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello Fraser,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for email address , address, and phone number update. After authentication, I was able to update your email address, and you were able to login successfully. Or the email address and phone number, I have sent an email to appropriate departments, and I CC’d you in those emails. I would really appreciate your patience while we are working on these updates.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:28:05.000+0000,False,False,005OH00000BFiyTYAT,2025-12-09T18:59:32.000+0000,005OH00000BFiyTYAT,2025-12-09T19:29:24.000+0000,005OH00000BFiyTYAT,2025-12-09T19:29:24.000+0000,(778)715-0680,,fraser@financialfootprint.ca,(604)468-0887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTpHmYAK,False,,24400323,003OH00000M96eaYAB,001OH00000QuqSbYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-registration **PRIMERICA**,Medium,"user request assistance with primerica regsitration
KB0023476  

Email=======================================================

Hello Michelle,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with your registration.
On our call today we have completed your registration process and connect the authenticator with your Workspace account to make it secure.
You were able to acess and navigate the system with no issue.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:06:09.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-09T19:31:00.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:06:09.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:06:09.000+0000,(613)743-5313,,michelleellis@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTpMaYAK,False,,24398657,0035o000006YpdGAAS,0015o0000075Bh0AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:06:38.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T19:06:38.000+0000,005OH00000BfjndYAB,2025-12-09T19:06:39.000+0000,005OH00000BfjndYAB,2025-12-09T19:06:39.000+0000,(250)352-3518,,lucas.hart@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTqVXYA0,False,,24399531,0030A0000029q5nQAA,0010A000002wCPmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"*** DDS Dec 9th, 2025 ***
User could not sign in. Authenticated with rotation 2, disconnected and reconnected MF. Sign in successful.
================
Good afternoon Cheryl,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call, I helped you sign in to your Workspace account. I disconnected the previous authenticator and helped you connect the Microsoft Authenticator. In the end you signed in successfully.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T19:42:29.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-09T19:19:27.000+0000,005OH00000AbJ7aYAF,2025-12-09T19:42:29.000+0000,005OH00000AbJ7aYAF,2025-12-09T19:42:29.000+0000,(613)225-2020X102,613-724-0762,franco@myretirementcanada.com,(613)225-3424,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTqX7YAK,False,,24398286,0030A0000029pojQAA,0010A000002wCBIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:01:21.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T19:01:21.000+0000,005OH00000BfjndYAB,2025-12-09T19:01:21.000+0000,005OH00000BfjndYAB,2025-12-09T19:01:21.000+0000,(604)732-6551,(778) 228-2445,bvande@rgfwealth.com,(604)853-7005,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTrbIYAS,False,,24400237,0031600002OkPijAAF,0010A000002wNmXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,,True,2025-12-09T19:30:36.000+0000,False,False,005OH000006uYrkYAE,2025-12-09T19:29:43.000+0000,005OH000006uYrkYAE,2025-12-09T19:30:36.000+0000,005OH000006uYrkYAE,2025-12-09T19:30:36.000+0000,(306)930-5651,(306) 930-5651,john@morashfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTsM3YAK,False,,24399171,0030A0000029XtPQAU,0010A000002vxPMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:14:20.000+0000,False,False,005OH000007fgYjYAI,2025-12-09T19:14:20.000+0000,005OH000007fgYjYAI,2025-12-09T19:14:21.000+0000,005OH000007fgYjYAI,2025-12-09T19:14:21.000+0000,,(514) 824-8837,tonycesta56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTt6uYAC,False,,24401922,003OH00000M927lYAB,001OH00000QujBeYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Registration,Medium,"Primerica user Brad van Goor (P4833) calling for assistance registering for Workspace; confirmed user is CIAM enabled; confirmed with Assist Line login flow/landing screens for user are correct; sent f/u email to user summarizing login steps (may updated KBAs to include landing page)

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 9, 2025 3:34 PM
To: bvangoor@primerica.com
Subject: Primerica Workspace Sign-In Process - SF Case #24401922

Hi Brad,

Thank you so much for reaching out to Workspace Support – it was a pleasure meeting you today!

We’re happy we were able to successfully complete your Primerica Workspace registration. 

As discussed, you will now be able to sign into Workspace using the steps listed below: 


1.	Go to your bookmarked Workspace Login Page

 

2.	Enter your Primerica email address and password; select Continue

 

3.	Using your mobile Authenticator app; enter your one-time verification code into your web browser and select Continue

 

4.	Select Continue to access your Active Workspace account. 

 

Success - you will now see your Workspace Overview page: 

 


We hope this helps! 

However, if you require any further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T22:42:45.000+0000,False,False,005OH00000BFQFDYA5,2025-12-09T19:53:50.000+0000,005OH00000BFQFDYA5,2025-12-09T22:42:45.000+0000,005OH00000BFQFDYA5,2025-12-09T22:42:45.000+0000,(250)319-2388,,bvangoor@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTtwPYAS,False,,24399070,003G0000018f7MHIAY,0010A000002wPRxQAM,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Conquest access issue,Medium,"Authenticated? Yes.
-Full name: Yes
-2AAC: Ok (1)
-Firm/MGA name: Ok
-Province of practice: Yes
-Advisor code(s): F0859
-Caller's  email address:anita@grfs.ca
-Caller's phone number:519-270-4233
-SF ID: 003OH00000ItC1UYAV
-KBA: KB0017390 - KB0022272
-Called Assist? Yes, E A.


Call details: Caller is having issue accessing Conquest , when clicking in the application getting the message ''Access Forbidden''.
According to the caller they had access to Conquest in the past as an advisor, but after they changed their role to a delegate they couldn't access it.
Advised the user that their issue will be escalated for investigation.


Case to be handled by Assist.",False,,False,False,0050A000000qsPeQAI,2025-12-09T19:12:50.000+0000,005OH00000AbCcLYAV,2025-12-09T20:03:48.000+0000,005OH00000AbCcLYAV,2025-12-09T20:03:48.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTuz0YAC,False,,24401504,0030A0000029anrQAA,0010A000002vzrmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Email address update,Medium,"user was prompt for password reset, need to verify email addres and update email adderss from workspace account.
from marilynbrodie@telus.net to mb@idcinsurance.ca
KB0023058 

email=====================================================================
Hello Marilyn,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with your email address change today.
We have change your email from marilynbrodie@telus.net to mb@idcinsurance.ca, and you were able to og in successfully.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:00:16.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-09T19:47:33.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:14:26.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:14:26.000+0000,(604)874-6697,,marilynbrodie@telus.net,(866)501-0758,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTvF5YAK,False,,24400035,0030A0000029icKQAQ,0010A000002w6ISQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:26:51.000+0000,False,False,005OH0000084GETYA2,2025-12-09T19:26:51.000+0000,005OH0000084GETYA2,2025-12-09T19:26:51.000+0000,005OH0000084GETYA2,2025-12-09T19:26:51.000+0000,(905)763-7676X1,(416) 991-8171,nick@svabinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTvtNYAS,False,,24399492,0030A0000029cImQAI,0010A000002w15mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-registration,Medium,"user need assistance with workspace registration,
Authenticated advisor and completed his registration .
connect authenthenticateur to secure his account.
error code -ERR-W1507
KB0020554


email============================
Bonjour Kelly et Donald,

Merci d’avoir contacté le support de l’espace d’affaire concernant l’enregistrement de votre compte avec l’espace d’affaire, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réussi à terminer le processus d’inscription et à connecter l’authentificateur pour sécuriser votre compte.

Vous avez pu accéder à votre compte d’espace de travail et y naviguer avec succès.

Pour les polices qui ne sont pas encore disponibles, vous pouvez obtenir des informations sur le support de chat

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:25:01.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-09T19:18:57.000+0000,005OH00000AZ3ZxYAL,2025-12-09T19:26:00.000+0000,005OH00000AZ3ZxYAL,2025-12-09T19:26:00.000+0000,(819)536-2454X1,,ddrouin@trifolium.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTvv3YAC,False,,24403911,0030A0000029ixeQAA,0010A000002w6YSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:23:49.000+0000,False,False,005OH000003ds0PYAQ,2025-12-09T20:23:49.000+0000,005OH000003ds0PYAQ,2025-12-09T20:23:49.000+0000,005OH000003ds0PYAQ,2025-12-09T20:23:49.000+0000,(905)576-1726,,stephen.parke@cibc.ca,(905)576-2919,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTwBAYA0,False,,24402611,003OH00000M9BECYA3,001OH00000QuuSFYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica MFA disconnect and setup new one,Medium,"Advisor needed help for resetting their password and MFA disconnect. After authentication, sent them a password reset link and they were able to login once after changing their password but once they log out it tells them to reset their password. They have changed their password 4 times already. called assist line and issue has been escalated to 2nd level support.",True,2025-12-09T21:11:22.000+0000,False,False,005OH00000BFiyTYAT,2025-12-09T20:04:04.000+0000,005OH00000BFiyTYAT,2025-12-09T21:11:22.000+0000,005OH00000BFiyTYAT,2025-12-09T21:11:22.000+0000,(604)584-7007,,christhomaswatts@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTx42YAC,False,,24403695,0030A0000029pgsQAA,0010A000002wC4yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user request assistance receiving error-w1285
using -KB0020858
email=======================================================================
Bonjour Flavio,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis réinitialisation de mot, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé votre mot de passe et vous avez pu accéder à votre compte d’espace d’affaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ",True,2025-12-09T20:48:52.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-09T20:20:13.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:48:52.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:48:52.000+0000,(514)428-8730,,cabinet@apfv.ca,(514)428-8731,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTx44YAC,False,,24404026,0030A0000029jztQAA,0010A000002w7P8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:25:46.000+0000,False,False,005OH000003ds0PYAQ,2025-12-09T20:25:46.000+0000,005OH000003ds0PYAQ,2025-12-09T20:25:47.000+0000,005OH000003ds0PYAQ,2025-12-09T20:25:47.000+0000,(705)476-6302,,speachey@dundeewealth.com,(705)000-0000,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hTy1mYAC,False,,24404793,003G0000018f71zIAA,0010A000002wP5JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:37:13.000+0000,False,False,005G0000002gxxjIAA,2025-12-09T20:37:13.000+0000,005G0000002gxxjIAA,2025-12-09T20:37:14.000+0000,005G0000002gxxjIAA,2025-12-09T20:37:14.000+0000,(450)777-4454,(450) 531-3417,info@gvestrie.ca,(450)777-7148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU03RYAS,False,,24400225,003G0000018f7wYIAQ,0010A000002wQ2jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Assistance to move file from one drive to Equisoft,Medium,"Monica bon
Advisor needed help for oving their file from one drive to Equisoft. I told them that I can only help them with workspace related inquiries but she was asking for help. she shared her screen with me and I tried to help her for moving their files.

Hello Monica,

Thank you for calling workspace support.

In our today’s call, you needed assistance for moving files from one drive to Equisoft. We can only assist with inquiries related to workspace, But I tried my best to assist you. In Equisoft, we clicked on “upload files” and selected the file you wanted to move. It was downloaded in few minutes. 

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:54:15.000+0000,False,False,005OH00000BFiyTYAT,2025-12-09T19:29:31.000+0000,005OH00000BFiyTYAT,2025-12-09T19:54:15.000+0000,005OH00000BFiyTYAT,2025-12-09T19:54:15.000+0000,(519)966-3400,(416) 518-2828,monica_boon@sympatico.ca,(519)739-1498,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU0EtYAK,False,,24405918,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:53:18.000+0000,False,False,005OH000005URvxYAG,2025-12-09T20:53:18.000+0000,005OH000005URvxYAG,2025-12-09T20:53:19.000+0000,005OH000005URvxYAG,2025-12-09T20:53:19.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU0ugYAC,False,,24400414,0035o000005hZqHAAU,0015o000006GMj9AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"***DDS Dec.9/2025***
Advisor doesn't have an active contract so was not able to access their Workspace account. Sent an email to contacts and licensing team and CC the Advisor to inquire about the current status of the Advisor's contract with CL.

*****Email*****

Hello Team, 

May we inquire about the current status of Advisor Deanna Venn contract with CL. Any assistance would be greatly appreciated.

Thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:51:39.000+0000,False,False,005OH00000BFQFBYA5,2025-12-09T19:32:26.000+0000,005OH00000BFQFBYA5,2025-12-09T19:52:02.000+0000,005OH00000BFQFBYA5,2025-12-09T19:52:02.000+0000,(306)955-9190,,deanna.venn@ig.ca,(306)374-9174,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU14PYAS,False,,24401663,003G0000018f6tMIAQ,0010A000002wOv5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration password reset,Medium,"****DDS**** 12/09/2025

User called to reset their product illustration password. DDS authenticated and assisted with a password reset.

ref ::kb0021888, kb0022055


*****email chain*****

Hello Shravani, 

    It was a pleasure assisting you with resetting your product illustration password. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:07:41.000+0000,False,False,005OH00000BFQFHYA5,2025-12-09T19:49:58.000+0000,005OH00000BFQFHYA5,2025-12-09T20:07:42.000+0000,005OH00000BFQFHYA5,2025-12-13T02:02:01.000+0000,(506)457-5524,,andrew@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU2GYYA0,False,,24403441,003G0000018f7rzIAA,0010A000002wPyGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:16:28.000+0000,False,False,005G0000002gxxjIAA,2025-12-09T20:16:28.000+0000,005G0000002gxxjIAA,2025-12-09T20:16:28.000+0000,005G0000002gxxjIAA,2025-12-09T20:16:29.000+0000,(450)743-0035X24,(450) 780-3050,benoit.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU2I9YAK,False,,24400691,0030A0000029XtPQAU,0010A000002vxPMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:36:17.000+0000,False,False,005OH000007fgYjYAI,2025-12-09T19:36:17.000+0000,005OH000007fgYjYAI,2025-12-09T19:36:17.000+0000,005OH000007fgYjYAI,2025-12-09T19:36:17.000+0000,,(514) 824-8837,tonycesta56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU2JlYAK,False,,24400693,003OH00000NZZ13YAH,001OH00000ScwpeYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica breach - INC1932964,Medium,"*** DDS 10DEC2025 ***
INC1932964
The user reported that they completed their account registration last night and they are seeing details for 'Dennis Leon Hommy' upon logging in. Escalated to DAS to lock account asap. Eva must have used Dennis' activation id when registering as they are only different by one digit.

------------------------EMAIL CHAIN:

Hello Eva,

Thank you for contacting Workspace Support and for providing the details below regarding your Primerica Workspace account registration issue. We have escalated the issue to our Digital Hub team for investigation and we will follow up with you as soon as we hear back with a resolution and next steps.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: EVA MELLA CORCUERA <ECORCUERA@PRIMERICA.COM> 
Sent: December 10, 2025 2:28 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] New workspace registration - INC1932964/C24400693

Hi there I just registered for the Workspace, but after registration using my own Primerica email address, the Welcome screen said ""Good evening Dennis Leon"". The account details is for someone named Dennis Leon Hommy. Please check because I
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there

I just registered for the Workspace, but after registration using my own Primerica email address, the Welcome screen said ""Good evening Dennis Leon"". The account details is for someone named Dennis Leon Hommy. Please check because I believe that this account is for Dennis Leon. I logged out and logged in again, and it was the same case.

Thank you for your assistance.
Eva Corcuera
advisor code: P9142


-- 
You are receiving this message from Eva Corcuera on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively ""Primerica""), branch office located at 37451 Kilgard Road Unit #109 Rm 7, Abbotsford, BC V3G 2H6. I can be reached at 604-888-4511.

If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-23T20:27:20.000+0000,False,False,005OH000006wv2TYAQ,2025-12-09T19:36:18.000+0000,005OH000006wv2TYAQ,2025-12-23T20:27:20.000+0000,005OH000006wv2TYAQ,2025-12-23T20:27:20.000+0000,(604)808-9583,,ecorcuera@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU2QEYA0,False,,24400986,003OH00000Pwt0xYAB,001OH00000VZRWxYAP,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User wants to transfer Conquest plans from a user to theirs - WSL,Medium,"***DDS SL DEC 10 2025***

This functionality is not available from one advisor to the other as confirmed by DHAS (INC1835081)
User will need to archive plan and have new advisor create plan assuming they have delegate access 
==============================================================================

User wants to transfer Conquest plans from a user to theirs.

I found a similar case that was processed in August 18 (INC1737555). So it does seem like plans can be transferred from a user to another user. 

Transfer case from JOHN PONTO (0050A000001ceMRQAY  - john@surepathgroup.ca) to Amanda Stonehouse (0050A000001oy7cQAA  - amanda@surepathgroup.ca)

========================emails===================

Good afternoon Amanda, 

This is Kevin, Service Leader from the Canada Life Workspace Support team, reaching out regarding your recent inquiry concerning transferring Conquest plans to your code from the previous advisor. 
We are happy to assist you with this matter.

At this time, this is not a supported feature of Conquest.
In order to create a plan under the new code, the original owner of the plan will need to archive said plan, and then recreate the plan under the new ownership, pending that the delegate option to launch a new plan is available to the new owner. 

We understand that this may not be the answer that you were expecting and we do appreciate your frustrations. 
We will take this chance to relay this as feedback to the Canada Life Head Office team for consideration of this feature in future enhancements for our advisor platforms. 

If you have additional questions or require further support, please do not hesitate to let us know.

🔺If you could please spare 10 seconds and complete this survey, this will help me improve my ability to serve you in the future. All feedback is welcome and appreciated!

Thank you and have a great day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



Hi L2, 

The user below wants to have some Conquest plans transferred to them from another advisor. 

I found a similar case that was processed in August 18 (INC1737555). So it does seem like plans can be transferred from a user to another user.

Transfer case from JOHN PONTO (0050A000001ceMRQAY - john@surepathgroup.ca) to Amanda Stonehouse (0050A000001oy7cQAA - amanda@surepathgroup.ca)

Let me know if you need any additional details. 😊


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 



Hi Amanda, 

Thank you for contacting Workspace Support.  

We’ve reviewed your request and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action at this time. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: advisorsupport@conquestplanning.com <advisorsupport@conquestplanning.com> 
Sent: Monday, December 8, 2025 12:43 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Stonehouse, Amanda <amanda@surepathgroup.ca>
Subject: RE: Fw: Conquest

Hi there, Thank you for handling the above request. @Amanda, I am forwarding your request to the Canadalife support team for better assistance with this specific request: workspacesupport@ canadalife. com Best regards, Guillaume Tigori Product
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    Report Suspicious     



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Hi there,

Thank you for handling the above request.

@Amanda, I am forwarding your request to the Canadalife support team for better assistance with this specific request: workspacesupport@canadalife.com

Best regards,

Guillaume Tigori 
Product Support Specialist

Conquest Advisor Support
Book: Schedule a meeting
Email: advisorsupport@conquestplanning.com
Phone: 1-888-282-7020
Hours: 9:00 a.m. to 7:00 p.m. ET

Follow us
LinkedIn | Facebook | Twitter | YouTube


--------------- Original Message ---------------
From: Amanda Stonehouse [amanda@surepathgroup.ca]
Sent: 2025-12-08, 1:55 p.m.
To: advisorsupport@conquestplanning.com
Subject: Fw: Conquest


Hello,
 
We are cancelling one advisors subscription on Conquest and adding it on my Workspace as explained below- is there a way to move all the previous data to mine?
 
Thank you,
 
--
Amanda Stonehouse BMGT, RRC
Registered Retirement Consultant, SurePath Group
Investment Representative, Quadrus Investment Services Ltd.
  
Tel: 403-343-7769  Toll Free: 888-263-4890   
Fax: 866-441-8422
 
Please note our new address:
30 Davison Drive, Red Deer, AB, T4R 2J3
 
www.surepathgroup.ca
 
If you are happy with our service, please give us a Google Review
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present
 
 	 	Book time to meet with me
 
 
________________________________________
From: Li, Paul <Paul.Li@advicecanada.com>
Sent: Monday, December 8, 2025 11:33 AM
To: Amanda Stonehouse <amanda@surepathgroup.ca>; Canada Life Technology Program <CanadaLifeTechnologyProgram@canadalife.com>
Cc: John Ponto <john@surepathgroup.ca>
Subject: RE: Conquest 
 
Hi Amanda,
 
If I’m understanding you correctly, you want to end the Conquest subscription for John’s codes and enroll in a new subscription under your codes?
 
@Canada Life Technology Program please confirm the process to complete this change. 
 
Are there existing plans under John’s Conquest? I’m not sure whether those can be exported to your account or not. Best to reach out to the Conquest Support team. They have a virtual meeting booking link and I’ve heard good things about their support.
 
Conquest support can be accessed through the following channels:
•                Book a meeting:https://calendly.com/conquest-advisor-support, hosted using Microsoft Teams
•                Email:advisorsupport@conquestplanning.com
•                Call toll-free: 1-888-282-7020
•                Conquest support is available Monday to Friday from 9:00 AM to 7:00 PM ET 
 
 
 
 
Paul Li, CFP
Business Development Director | Advice Canada 
paul.li@advicecanada.com | 403-515-6814
 
Upcoming Absence: Dec.16 to Dec.31 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: Amanda Stonehouse <amanda@surepathgroup.ca>
Sent: December 8, 2025 11:22 AM
To: Li, Paul <Paul.Li@advicecanada.com>
Subject: [EXT] Conquest
 
Hey Paul, Currently John has Conquest through his Workspace account and we are wanting to cancel it from him and start it through my workspace. How can we process that? Also, I noticed Michelle's email is no longer active and she was our support
 
Hey Paul,
 
Currently John has Conquest through his Workspace account and we are wanting to cancel it from him and start it through my workspace. How can we process that?
Also, I noticed Michelle's email is no longer active and she was our support person for Conquest - do we have someone else we can contact?
 
Thank you,
 
--
Amanda Stonehouse BMGT, RRC
Registered Retirement Consultant, SurePath Group
Investment Representative, Quadrus Investment Services Ltd.
  
Tel: 403-343-7769  Toll Free: 888-263-4890   
Fax: 866-441-8422
 
Please note our new address:
30 Davison Drive, Red Deer, AB, T4R 2J3
 
www.surepathgroup.ca

 
 


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500OH00000hU2ejYAC,False,,24400752,0030A000008XUvJQAW,0010A000009Rt9RQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T19:37:08.000+0000,False,False,005OH00000865wTYAQ,2025-12-09T19:37:08.000+0000,005OH00000865wTYAQ,2025-12-09T19:37:08.000+0000,005OH00000865wTYAQ,2025-12-09T19:37:08.000+0000,(587)891-8580,,weich74@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU2oTYAS,False,,24404628,003OH00000X3HRFYA3,001OH00000ex65qYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica Workspace Access,Medium,"NAME: PILAR HERMOZA 
ADVISOR OR SUPPORT STAFF: advisor
ADVISOR CODE: PB227
PHONE: 12892286958 
EMAIL: PHERMOZA@PRIMERICA.COM

ISSUE: 
User is having issues with registering for their Primerica account.
 
FINDINGS:
Found that User has already registered for workspace which is why they are not able to register again.
 
TROUBLESHOOTING/RESOLUTION:
Advised user to log into workspace instead and check to see if they encounter any issues logging in.
User was not able to set up their go through the MFA on file
KB0023523 
I authenticated user and deleted existing MFA so that they can access their account and set up a new authenticator system
User tried to link their accounts after they got in and they got: Err-W2302
KB0023468: I advised user to verify the activation code that they were using.
User was able to verify their account and activate it with the code.
 
EMAIL:
 
--------------------------------------***DDS 12/09/2025***--------------------------
Hello Pilar,
Thank you for contacting Workspace Support about accessing your Workspace account.
On the call today, we found out that you have already created a workspace account and to access it, you would just need to log in. Additionally. We were able to troubleshoot and set up your authenticator for your workspace access again.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-09T21:02:11.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T20:34:39.000+0000,005OH00000BGf2TYAT,2025-12-09T21:02:11.000+0000,005OH00000BGf2TYAT,2025-12-09T21:02:11.000+0000,(289)228-6958,,phermoza@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
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500OH00000hU3B0YAK,False,,24401352,0030A0000029fjRQAQ,0010A000002w3qHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Application,Medium,"User is receiving an error message when trying to submit a seg fund application. ""There is at least 1 error on this page you need to fix before you can continue."" 
Advised user to clear cookies and cache. - DDS SharePoint - still not working
Called Assist (Elise) - Warm transfer

Email: michellejiaalpha@gmail.com 
Email: wealth@alphafinanical.ca
Code: 3539-0588
Code: H8525
Tracking number: 47916
Tracking number: 47367

****************************************************************

Hello Michelle,

It was a pleasure speaking with you this afternoon regarding the error the advisor is receiving when trying to submit digital seg fund applications.

We’ve captured this issue as per your screenshots provided yesterday and escalated it to our digital lab for further investigation. An update will be provided once we hear back from them.

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: wealth@alphafinancial.ca <wealth@alphafinancial.ca> 
Sent: December 8, 2025 5:34 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: 'cathy gong' <cgong22@hotmail.com>
Subject: [EXT] ***Urgent***DCA Error Appearing on Multiple Pending Cases (E-App)
Importance: High

Hi Workspace Team, Advisor Name: Yan Gong Advisor Code: 3539-0588 Workspace login ID: cgong22@ hotmail. com When the advisor sets up a new investment account for her client, an error always appears under the DCA section (please see the attached
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Workspace Team,

Advisor Name: Yan Gong
Advisor Code: 3539-0588
Workspace login ID: cgong22@hotmail.com
When the advisor sets up a new investment account for her client, an error always appears under the DCA section (please see the attached screenshots). We used one case as an example (Tracking ID 47367); however, this issue is occurring in multiple pending cases, not just this one.
Could you please help check if there is any technical error associated with the advisor’s account and assist to solve at your earliest convenience?
Thank you!
Best regards,

Michelle Jia

Manager
Investment Department
AlphaPrime Financial Services Inc.
#300-4940 No. 3 Road
Richmond BC, V6X 3A5
Phone: 604-233-2233 ext. 337
Fax: 604-233-2222

 

Visit alphaprimefinancial.ca  Follow us on Wechat | Channel | Live | LinkedIn | Instagram | YouTube |

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.


From: wealth@alphafinancial.ca <wealth@alphafinancial.ca> 
Sent: December 8, 2025 5:34 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: 'cathy gong' <cgong22@hotmail.com>
Subject: [EXT] ***Urgent***DCA Error Appearing on Multiple Pending Cases (E-App)
Importance: High

Hi Workspace Team, Advisor Name: Yan Gong Advisor Code: 3539-0588 Workspace login ID: cgong22@ hotmail. com When the advisor sets up a new investment account for her client, an error always appears under the DCA section (please see the attached
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Workspace Team,

Advisor Name: Yan Gong
Advisor Code: 3539-0588
Workspace login ID: cgong22@hotmail.com
When the advisor sets up a new investment account for her client, an error always appears under the DCA section (please see the attached screenshots). We used one case as an example (Tracking ID 47367); however, this issue is occurring in multiple pending cases, not just this one.
Could you please help check if there is any technical error associated with the advisor’s account and assist to solve at your earliest convenience?
Thank you!
Best regards,

Michelle Jia

Manager
Investment Department
AlphaPrime Financial Services Inc.
#300-4940 No. 3 Road
Richmond BC, V6X 3A5
Phone: 604-233-2233 ext. 337
Fax: 604-233-2222

 

Visit alphaprimefinancial.ca  Follow us on Wechat | Channel | Live | LinkedIn | Instagram | YouTube |

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.",True,2025-12-09T20:13:35.000+0000,False,False,0050A000000qsPeQAI,2025-12-09T19:45:34.000+0000,005OH00000BG5v4YAD,2025-12-09T20:42:21.000+0000,0050A000000qsPeQAI,2025-12-09T20:42:21.000+0000,(604)369-7503,,cgong22@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU3ELYA0,False,,24407157,0031600002aq1BfAAI,0011600001xYIo6AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:13:40.000+0000,False,False,005G0000002gyDJIAY,2025-12-09T21:13:40.000+0000,005G0000002gyDJIAY,2025-12-09T21:13:40.000+0000,005G0000002gyDJIAY,2025-12-09T21:13:40.000+0000,(204) 477-6174,,courtney@crescentfinancial.ca,(204) 477-6193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU4OrYAK,False,,24406778,003OH00000GoZZGYA3,0015o000008CyxxAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:07:14.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T21:07:14.000+0000,0055o000002KxaMAAS,2025-12-09T21:07:14.000+0000,0055o000002KxaMAAS,2025-12-09T21:07:14.000+0000,780-446-9411,780-446-9411,charity@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU4a6YAC,False,,24401177,003G0000018f7FYIAY,0010A000002wPKLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration access issue:,Medium,"*****DDS**** 12/09/2025
User was having issues accessing PI. Did a logmein session and followed KB0023419 for resolution and issue was fixed. 


****email chain****

Hello Dianne, 

     It was a pleasure assisting you get access to product illustration today. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T19:49:15.000+0000,False,False,005OH00000BFQFHYA5,2025-12-09T19:43:03.000+0000,005OH00000BFQFHYA5,2025-12-09T19:49:15.000+0000,005OH00000BFQFHYA5,2025-12-13T02:02:01.000+0000,(306)359-1999,,rob@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU4v3YAC,False,,24401166,0030A0000029nMzQAI,0010A000002wAFnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"*** DDS Dec 9th, 2025 ***
User needed help resetting MFA with account. Authenticated with rotation 2, disconnected, reconnected MFA, then helped with WebFasat. They could not access certain statements to referred to the emails in KB0021250.  
==================
Good afternoon Irina,

It was a pleasure helping you reset your authenticator to access your Workspace account.

During our call, I disconnected the previous authenticator and helped you connect to the new authenticator. In the end, you were able to sign in successfully.

For advisor commissions statements, here are the two email addresses that might be useful:

Advisor Solutions account: Fieldcommissions@canadalife.com
MGA account: tax_mdrt&accounting@canadalife.com 

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-09T20:02:51.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-09T19:42:51.000+0000,005OH00000AbJ7aYAF,2025-12-09T20:04:28.000+0000,005OH00000AbJ7aYAF,2025-12-09T20:04:28.000+0000,(604)461-2880,,michael.noc@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU5EVYA0,False,,24402872,003OH00000YLsrSYAT,001OH00000hLMGSYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace-registration,Medium,"user just created his user id, error err-w1510 when trying to register.
request user to wait 3 business days before attempting registration.
KB0020538
email=============================
Hello Joseph,
Thank you for reaching out to Workspace Support, It was a pleasure talking with you today.
As we discuss on our call, please give it 3 business before you attempt the registration process.
I have attached the registration steps for your use :
1.Follow the registration link
•	https://workspace.canadalife.com/registration
•	https://espaceaffaires.canadavie.com/inscription
 
2. Enter the RepNet user ID and Password
 
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
 
7. A verification email will be sent to your email address
 
 
 
 
8. Verify the email by clicking Verify Now. Your account will be activated once the email is verified
 
 
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.cnadalife.com
•	https://espaceaffaires.canadavie.com
 
 
 
11. You then enter your email and password to access Workspace.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:32:39.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-09T20:07:48.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:32:40.000+0000,005OH00000AZ3ZxYAL,2025-12-09T20:32:40.000+0000,(204)477-6174X204,,joe@crescentfinancial.ca,(204)477-6193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU5UYYA0,False,,24401474,003G0000018f6h8IAA,0010A000002wOhOQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Info provided in registration letter did not match the system.

**************
Hi Glen , thank you for contacting the workspace support today.

To recap our call, the information provided to you in your registration for the User ID is not working, you would need to contact distribution_methodology@canadalife.com to provide you with a user ID to complete your registration. 


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:05:44.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T19:47:05.000+0000,005OH00000BFQFCYA5,2025-12-09T20:05:44.000+0000,005OH00000BFQFCYA5,2025-12-09T20:05:44.000+0000,(416)972-6004X222,,glen@glenoliver.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU68uYAC,False,,24404349,0030A0000029lHIQAY,0010A000002w8SVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Ok
-Physical address: Yes
-Used LogMeIn? Yes
-Advisor code(s): b6420
-Advisor email address:hayley@brashfinancial.ca


Caller was having issue accessing their account, we reset their password and they were able to login successfully.

------------------------------------EMAIL------------------------------

Hi Hayley,

It was a pleasure speaking on the phone with you earlier regarding your Workspace access issue.

I'm glad that the issue is resolved and you logged in into your Workspace account successfully after resetting your WS password.

As a reminder, please ensure that whenever you log into your account, you select the appropriate association (MGA).

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T21:51:24.000+0000,False,False,005OH00000AbCcLYAV,2025-12-09T20:30:41.000+0000,005OH00000AbCcLYAV,2025-12-10T01:20:14.000+0000,005OH00000AbCcLYAV,2025-12-10T01:20:14.000+0000,(416)454-5142,4164519914,hayley@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU6IeYAK,False,,24406956,0030A00000CRdwSQAT,0010A00000D2aJCQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:10:11.000+0000,False,False,005OH00000BfonJYAR,2025-12-09T21:10:11.000+0000,005OH00000BfonJYAR,2025-12-09T21:10:11.000+0000,005OH00000BfonJYAR,2025-12-09T21:10:11.000+0000,(250)585-8696,,sdion@ubwealthy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU6iLYAS,False,,24401519,003OH00000YLsrTYAT,001OH00000hLMGTYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User ID Registration,Medium,"***DDS SL Dec 9 2025***

Caller requested for help with User ID registration as they no longer had the registration email 
Authentication passed 

===Email Chain===

Good afternoon Adam, 

To register for all the major platforms including Workspace, please follow the instructions below to achieve a successful registration.
1.	You will need to register for a User ID before being able to register for Workspace. To register for a User ID (formerly Repnet ID), you will need an activation code. 
Your activation code is: 1-1F2LURS
2.	Please copy your activation code, and then please follow this link to register your User ID. Please select Register located at the lower half of the webpage. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/LoginPage.do&requestedLanguage=en
3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/
You will need to use your User ID credentials to complete registration for Workspace. 
*Please note that you will need to select an authentication app for Workspace. 
If you require support with your authenticator app or Workspace registration, please call us at 1-888-999-4516 from 8:00am to 8:00pm EST. 

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a great day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T21:35:06.000+0000,False,False,005OH000001yNnaYAE,2025-12-09T19:47:43.000+0000,005OH000001yNnaYAE,2025-12-09T21:35:06.000+0000,005OH000001yNnaYAE,2025-12-09T21:35:06.000+0000,(604)936-4325,,aw-barnett@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU7D3YAK,False,,24403318,003G0000018f6XvIAI,0010A000002wOV0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Product Illustration,Medium,"Caller Name: MICHAEL VANCEA (Mike)
Advisor or support staff: Advisor 
Advisor Code: LL16751/W6101 and W6155
Advisor Name: MICHAEL VANCEA 	
Phone: 519-272-9437
Email: mike@vanceafinancial.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: not able to sign into Product Ilustrations desktop version. Update the software today to v 9.1.0

FINDINGS:
KB0023420, checked this kb. his ll16751@llext is locked and tied to 
michael.vancea@freedom55financial.com
followed KB0020858 

e) Does the user have a userid@londonlife.bz account?   
If No, skip to the missing groups or account section in step i
user is missing either the @londonlife.bz ID or the “IndIns_Illustration_Users” ISAM Security Group (SCREENSHOT ATTACHED TO THIS TICKET)
advised him to contact his RSA.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001azM0QAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028wjpQAA%26cntc%3D0030A0000028wjpQAA%26id%3D0050A000001azM0QAI

RESOLUTION: followed KB0020858 /reset isam password, gave him temp password Canada@2025. had him go to repnet to update the password. 
he was then able to access Product Illustrations. No need to contact his RSA 


--------------------------------------***DDS  12/09/2025***--------------------------
Hello Mike,

Thank you for contacting Workspace Support today regarding not being able to access Product Illustrations desktop version.

During our call, we checked and found your user ID ll16751@llext was locked, we completed verification unlocked your profile, I then had you update the temporary password to your own unique login. 

You were then able to access Product Illustrations successfully.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-09T20:50:06.000+0000,False,False,005OH00000AUS7aYAH,2025-12-09T20:14:39.000+0000,005OH00000AUS7aYAH,2025-12-09T20:50:06.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:01.000+0000,(519)275-3333,(519) 272-9437,mike@vfgwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU7g5YAC,False,,24405300,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:45:03.000+0000,False,False,005OH000005URvxYAG,2025-12-09T20:45:03.000+0000,005OH000005URvxYAG,2025-12-09T20:45:03.000+0000,005OH000005URvxYAG,2025-12-09T20:45:03.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU8fZYAS,False,,24406132,0030A0000029nn3QAA,0010A000002wAasQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:56:36.000+0000,False,False,005OH00000BfonJYAR,2025-12-09T20:56:36.000+0000,005OH00000BfonJYAR,2025-12-09T20:56:36.000+0000,005OH00000BfonJYAR,2025-12-09T20:56:36.000+0000,(250)953-6818,(250) 953-6818,bryce@littleanddavies.com,(250)953-6828,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU8faYAC,False,,24406349,003G0000018f6eAIAQ,0010A000002wOcCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:00:16.000+0000,False,False,0055o000001h4cFAAQ,2025-12-09T21:00:16.000+0000,0055o000001h4cFAAQ,2025-12-09T21:00:16.000+0000,0055o000001h4cFAAQ,2025-12-09T21:00:16.000+0000,(204)489-1012,(204)229-9355,brian@myprofplan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU90PYAS,False,,24405049,0030A0000029YKKQA2,0010A000002vxmkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue - disconnected/reconnected Authenticator,Medium,"***DDS Dec.9/2025***
User was having issues accessing their Workspace account. Authenticated user and did a logmein session. Disconnected/reconnected their authenticator and user was able to access their Workspace account sucessfully.

*****Email*****

Hello Michael,

Thank you for contacting the Workspace Support team, it was a pleasure speaking to you earlier regarding your Authenticator issues.

We’re happy we were able to assist you in disconnecting and reconnecting your Microsoft Authenticator.
As a reminder, whenever you log in to your Workspace account, please open the Microsoft Authenticator app on your phone and input the generated six-digit verification code into workspace.
If you have any issues with this or questions regarding Workspace, feel free to reply to this email and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T21:05:34.000+0000,False,False,005OH00000BFQFBYA5,2025-12-09T20:41:25.000+0000,005OH00000BFQFBYA5,2025-12-09T21:05:55.000+0000,005OH00000BFQFBYA5,2025-12-09T21:05:55.000+0000,(403)668-1139X100,403-409-9234,mko@brokerlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU93cYAC,False,,24407688,003OH00000M91l2YAB,001OH00000Quxx3YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is having difficulties signing into Workspace account. 

Email: 7nlvs@primerica.com
Email: TVALENCIA@PRIMERICA.COM

*****************************************************************************
Good afternoon, Tomas 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!

As a Primerica Advisors must use the email address that contains their name to register. To get this corrected so you can sign in please follow the steps below. 
 
1.	Step 1. Locate their Registration email sent from Canada Life. Subject Line: English: Welcome to Canada Life — Register for Workspace

2.	Open the email and click the Register Now button.

 
3.	Click Sign In

 

4.	Input the incorrect email address (7nlvs@primerica.com), sign in with the password they set during registration (they can request and receive a password reset if needed).

5.	Once logged in click on their Initials in the top right corner of Workspace then My Settings and change their Sign-in email address to the Primerica email address with your name (tvalencia@primerica.com) 
-	This will allow you to sign in normally going forward.

 

If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T21:24:52.000+0000,False,False,005OH00000BG5v4YAD,2025-12-09T21:23:23.000+0000,005OH00000BG5v4YAD,2025-12-09T22:23:14.000+0000,005OH00000BG5v4YAD,2025-12-09T22:23:14.000+0000,(403)561-4295,,tvalencia@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU9l8YAC,False,,24404676,0030A0000029VfCQAU,0010A000002vvXfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"MGA workspace access, password reset and MFA disconnect",Medium,"*****DDS****12/09/2025
User needed help accessing workspace. DDS did a logmein session and provided user with the sign in link. Assisted user with a password reset. User was still having issues with authenticator and wanted disconnected to set up a new one. User failed authentication questions then referrred user to MGA


*****email chain****

Hello Ricky, 

    It was a pleasure assisting you today. As mentioned, we were unable to disconnect the MFA from your account today because you did not pass authentication. To confirm the last login date, please refer to your MGA who can confirm the last business that was done through workspace to verify you last sign in date. If you have any questions, please don’t hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:53:20.000+0000,False,False,005OH00000BFQFHYA5,2025-12-09T20:35:18.000+0000,005OH00000BFQFHYA5,2025-12-09T20:53:20.000+0000,005OH00000BFQFHYA5,2025-12-09T20:53:20.000+0000,(604)375-1385,,rickycy@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hU9y0YAC,False,,24403637,003OH00000NFK1FYAX,001OH00000SD0lMYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:19:32.000+0000,False,False,0055o000001t1uPAAQ,2025-12-09T20:19:32.000+0000,0055o000001t1uPAAQ,2026-02-05T21:24:51.000+0000,0055o000001t1uPAAQ,2026-02-05T21:24:51.000+0000,(416)725-0886,,maobella@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUApGYAW,False,,24405938,0030A0000029gIIQAY,0010A000002w4M5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:53:29.000+0000,False,False,0055o000001h4cFAAQ,2025-12-09T20:53:29.000+0000,0055o000001h4cFAAQ,2025-12-09T20:53:30.000+0000,0055o000001h4cFAAQ,2025-12-09T20:53:30.000+0000,(807)346-1850,(807) 251-3057,david@davlor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUBtNYAW,False,,24405531,0030A0000029mY8QAI,0010A000002w9XXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1282,Medium,"KB0020561 - KB0021888 - Authentication -rotation 2). User needed assistance resetting password 

Email: marianne.craig-gillert@acera.ca 
Code: H2201

************************************************************
Good afternoon, Marianne

Thank you for contacting the Workspace Support Team, it was great speaking with you today with Workspace log in. 

I’m glad I was able to assist you with resetting your password and successfully signing into your account. 

If you have any question or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:57:10.000+0000,False,False,005OH00000BG5v4YAD,2025-12-09T20:48:25.000+0000,005OH00000BG5v4YAD,2025-12-09T20:57:10.000+0000,005OH00000BG5v4YAD,2025-12-09T20:57:10.000+0000,(403)380-3488,,info@mefservices.com,(403)380-3334,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUC6DYAW,False,,24402643,003OH00000Ya13jYAB,001OH00000hoYx1YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:04:32.000+0000,False,False,005OH000004oiYEYAY,2025-12-09T20:04:32.000+0000,005OH000004oiYEYAY,2025-12-09T20:04:32.000+0000,005OH000004oiYEYAY,2025-12-09T20:04:32.000+0000,(647)986-5145,,pbagwe@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUDARYA4,False,,24410292,0030A0000029XaxQAE,0010A000002vx8CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T22:23:30.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T22:23:30.000+0000,005OH000004Ir1xYAC,2025-12-09T22:23:30.000+0000,005OH000004Ir1xYAC,2025-12-09T22:23:30.000+0000,(855)259-5865,(250) 421-4701,jaymes@dukemontane.com,(403)982-1022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUDGoYAO,False,,24404223,0030A0000029hVAQAY,0010A000002w5OFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - ERR-W1285/ ERR-W1283,Medium,"KB0020563 - KB0020858 - Authenticated (rotation 2) - reset temporary password 

Email: angela.jorgensen@ig.ca 
Code: 32760

*****************************************************************
Good afternoon, Angela 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully sign into your Workspace account.  During Workspace login please remember to select ‘MGA’ from the drop-down options as how you are associated to Canada Life.
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T20:45:58.000+0000,False,False,005OH00000BG5v4YAD,2025-12-09T20:28:52.000+0000,005OH00000BG5v4YAD,2025-12-09T20:45:58.000+0000,005OH00000BG5v4YAD,2025-12-09T20:45:58.000+0000,(250)762-3329,(250) 575-3329,angela.jorgensen@ig.ca,(250)868-9332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUDVOYA4,False,,24406618,003OH00000M90MGYAZ,001OH00000QutOXYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Workspace Registration,Medium,"Advisor needed assistance with registration , this has been escalated.",True,2025-12-09T21:28:37.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T21:04:26.000+0000,005OH00000BFQFCYA5,2025-12-09T21:36:27.000+0000,005OH00000BFQFCYA5,2025-12-09T21:36:27.000+0000,(289)943-7418,,ddavid@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUDdRYAW,False,,24405361,0030A0000029h5hQAA,0010A000002w51WQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Inscription WS,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Yes
-Used LogMeIn? N/A
-Advisor code(s): 14582
-Advisor email address:yannick.gregoire@ig.ca

Call details: Caller would like to know the process to register on WS, as they didn't have their User ID they were advised to contact D&M and provided registration steps.
-----------------------------------------------------------------EMAIL----------------------------------------
Bonjour Yannick,  
Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  
 Actuellement, vous n’êtes pas encore inscrit sur la plateforme Espace affaires, mais uniquement sur RéseauRep.

Pour obtenir votre code d’activation Repnet, veuillez contacter : Distribution_Methodology@canadalife.com
Pour utiliser Espace affaires vous devez faire 2 processus d’inscription : 
•	Inscription pour votre nom d’utilisateur  
•	Inscription pour votre compte Espace affaires
 
Comment vous inscrire pour votre compte Espace affaires

Pour obtenir un nom d'utilisateur (anciennement nom d’utilisateur du RéseauRep), cliquez sur le lien ci-dessous:
 Canada-Vie RéseauRep

 
Si vous ne vous souvenez pas de votre nom d'utilisateur et du mot de passe de votre nom d'utilisateur, vous pouvez utiliser l'URL ci-dessous et cliquer sur les liens ci-dessous https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/LoginPage.do&requestedLanguage=fr
 
 
 
Si vous n’êtes pas capable de trouver votre nom d’utilisateur avec cette méthode, vous pouvez envoyer un courriel à distribution_methodology@canadalife.com et ils pourront vous confirmer votre nom d’utilisateur. 
 
Une fois que vous aurez ces détails en mains, veuillez utiliser la procédure ici-bas pour créer votre compte. Si vous préférez que l’on prenne rendez-vous au téléphone pour faire votre inscription ensemble, veuillez nous donner vos disponibilités et le meilleur numéro pour vous rejoindre. 
•	Utiliser le lien d’inscription : https://workspace.canadalife.com/s/login/SelfRegister?language=fr
•	Entrer votre identifiant (autrefois appelé identifiant RéseauRep) et votre mot de passe :
o	Le système saura, en fonction de l’identifiant, si l’utilisateur est un utilisateur de conseiller ou de support.

 
•	Cliquez sur Suivant pour accéder à la page suivante
o	Lire et accepter les conditions d’utilisation

 
•	Un courriel de vérification sera envoyé à l’adresse courriel de l’utilisateur qui a été saisie à l’étape précédent
 
•	Vérifiez l’adresse courriel en cliquant sur Vérifier maintenant
•	Vous pouvez désormais se connecter à Espace affaires : https://lifeco.force.com/workspace
Si vous éprouvez des difficultés pendant le processus d’inscription, renvoyez-nous un courriel et il nous fera plaisir de vous aider.
 
•	J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes, je vous serais très reconnaissante de remplir ce bref sondage : cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
    
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Cordialemment,
 
Fatima B.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-09T20:59:02.000+0000,False,False,005OH00000AbCcLYAV,2025-12-09T20:45:54.000+0000,005OH00000AbCcLYAV,2025-12-09T20:59:16.000+0000,005OH00000AbCcLYAV,2025-12-09T20:59:16.000+0000,(450)443-6496,514-246-2166,yannick.gregoire@ig.ca,(450)443-8132,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUDjsYAG,False,,24405084,003OH00000RKTBEYA5,001OH00000XDlhGYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:41:59.000+0000,False,False,005OH000005URvxYAG,2025-12-09T20:41:59.000+0000,005OH000005URvxYAG,2025-12-09T20:41:59.000+0000,005OH000005URvxYAG,2025-12-09T20:41:59.000+0000,(780)299-9090,,insurancebyarti@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUEJLYA4,False,,24406303,003G0000018f6eAIAQ,0010A000002wOcCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:59:21.000+0000,False,False,0055o000001h4cFAAQ,2025-12-09T20:59:21.000+0000,0055o000001h4cFAAQ,2025-12-09T20:59:21.000+0000,0055o000001h4cFAAQ,2025-12-09T20:59:21.000+0000,(204)489-1012,(204)229-9355,brian@myprofplan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUEw2YAG,False,,24404549,003OH00000Ye0FYYAZ,001OH00000hxHDtYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:33:29.000+0000,False,False,005OH000005URvxYAG,2025-12-09T20:33:29.000+0000,005OH000005URvxYAG,2025-12-09T20:33:29.000+0000,005OH000005URvxYAG,2025-12-09T20:33:29.000+0000,(587)416-5775,,cori@privatelaneadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUFYrYAO,False,,24410710,0030A0000029oDTQAY,0010A000002wAuWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login - failed authentication,Medium,"*12/9*
----------------
Keefer Jeng
D6032
d6033
d6413
failed authentication
they think they logged into their workspace a long time ago like march, june, july. 
they logged in today 
located Workspace account using D6033 code

*email*
----------------
Good afternoon Yun, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace. Unfortunately, you could not provide accurate information based on the activity on your account. Please reach out to your MGA to inquire about when your last successful log into Workspace was. If you have any questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T23:02:03.000+0000,False,False,005OH000008919xYAA,2025-12-09T22:37:06.000+0000,005OH000008919xYAA,2025-12-09T23:02:03.000+0000,005OH000008919xYAA,2025-12-09T23:02:03.000+0000,(604)818-9678,(604) 818-9678,shiyun@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUFvKYAW,False,,24403614,003OH00000NFK1FYAX,001OH00000SD0lMYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:19:12.000+0000,False,False,0055o000001t1uPAAQ,2025-12-09T20:19:12.000+0000,0055o000001t1uPAAQ,2025-12-09T20:19:12.000+0000,0055o000001t1uPAAQ,2025-12-09T20:19:12.000+0000,(416)725-0886,,maobella@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUHDzYAO,False,,24406614,0030A000002NzHxQAK,0010A000003AVbRQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:04:19.000+0000,False,False,005OH00000BfonJYAR,2025-12-09T21:04:19.000+0000,005OH00000BfonJYAR,2025-12-09T21:04:20.000+0000,005OH00000BfonJYAR,2025-12-09T21:04:20.000+0000,(250)287-2310,,devon@garatfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUI5CYAW,False,,24404166,0030A00000CA8MbQAL,0010A00000CkXWrQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:27:55.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T20:27:55.000+0000,005OH000004Ir1xYAC,2025-12-09T20:27:55.000+0000,005OH000004Ir1xYAC,2025-12-09T20:27:55.000+0000,(403)998-0908,,taxipo321@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUIRlYAO,False,,24404023,0030A0000029bpcQAA,0010A000002w0gEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0020560 - Assisted the advisor in checking the details and ended up with an issue with MFA. Set up MFA successfully.
======================

Hi Robert,

Thank you for contacting the workspace support about getting an error when trying to access workspace.

We have tried to make sure that you are using the right details and reset your password however you also have an issue with your multi-factor authenticator/MFA set up. We have successfully disconnected the previous MFA and reset a new one for you. We can also confirm that you regain your access to workspace.

We appreciate your patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T20:47:44.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T20:25:43.000+0000,005OH00000BFPZHYA5,2025-12-09T20:52:20.000+0000,005OH00000BFPZHYA5,2025-12-09T20:52:20.000+0000,(905)707-1087,(647) 280-2615,robert.li@meritrust.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUJPRYA4,False,,24404200,003G0000018f7S7IAI,0010A000002wPYhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:28:29.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T20:28:29.000+0000,0055o000002KxaMAAS,2025-12-09T20:28:29.000+0000,0055o000002KxaMAAS,2025-12-09T20:28:29.000+0000,(587)855-6836,,greg@staterafp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUJR6YAO,False,,24408986,0030A0000029kuEQAQ,0010A000002w88pQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login -,Medium,"*12/9*
----------------
lorena spata

unable to log into Workspace 
resolved own issue without input from me
*email*
----------------
Good afternoon Lorena, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace. You resolved your own issue the second you got me on the line and declined assistance. If this changes or you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T00:12:28.000+0000,False,False,005OH000008919xYAA,2025-12-09T21:50:50.000+0000,005OH000008919xYAA,2025-12-10T00:12:28.000+0000,005OH000008919xYAA,2025-12-10T00:12:28.000+0000,(250)564-7484,,lorena@cbiggroup.ca,(250)564-7490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUJdxYAG,False,,24404282,003OH00000M9BsdYAF,001OH00000QutCmYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace signin #primerica,Medium,"*** DDS Dec 9th, 2025 ***
User could not access account. Followed KB0023734  to help her login. Helped user connect MFA and sign in successfully.
=================
Good afternoon Florentina,

It was a pleasure talking to you and helping you access to your Workspace account.

During our call I helped you reset your password, setup your Google Authenticator link to your account. In the end you signed in successfully.

I also helped you access different windows in Workspace for DSFA and Support. If you need to call us at any point, our number is 1-888-999-4516.

I’m glad I was able to assist you today finishing your Workspace registration. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-09T21:18:38.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-09T20:29:38.000+0000,005OH00000AbJ7aYAF,2025-12-09T21:20:14.000+0000,005OH00000AbJ7aYAF,2025-12-09T21:20:14.000+0000,(905)920-0976,,ftalaue.mxn38@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUJqtYAG,False,,24407506,003OH00000BtEwtYAF,001OH00000EHUbAYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:19:37.000+0000,False,False,005OH000006owoYYAQ,2025-12-09T21:19:37.000+0000,005OH000006owoYYAQ,2025-12-09T21:19:37.000+0000,005OH000006owoYYAQ,2025-12-09T21:19:37.000+0000,(306)933-9430,(306)665-0705,max.wiegers@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUK6zYAG,False,,24404361,0030A0000029f5UQAQ,0010A000002w3JeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:30:52.000+0000,False,False,005OH00000BfonJYAR,2025-12-09T20:30:52.000+0000,005OH00000BfonJYAR,2025-12-09T20:30:52.000+0000,005OH00000BfonJYAR,2025-12-09T20:30:52.000+0000,(604)276-8081,(604) 377-2328,joann.yu2@gmail.com,(800)935-4832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUKWoYAO,False,,24404485,0030A0000029f5UQAQ,0010A000002w3JeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:32:33.000+0000,False,False,005OH00000BfonJYAR,2025-12-09T20:32:33.000+0000,005OH00000BfonJYAR,2025-12-09T20:32:33.000+0000,005OH00000BfonJYAR,2025-12-09T20:32:33.000+0000,(604)276-8081,(604) 377-2328,joann.yu2@gmail.com,(800)935-4832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUKa2YAG,False,,24407620,003OH00000M97C8YAJ,001OH00000QurkSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica: Update Email Address,Medium,"NAME: HANH THI MY NGUYEN 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: P5689
PHONE: 12042296775 
EMAIL: HNGUYEN.FED8C@PRIMERICA.COM 

*I spolke to user before for this same issue under case 24392715

ISSUE: 
User registered for their Primerica using the wrong email address and then tried to register again with the right email.
They were getting error W2307 when they tried to log into a newly registered account.
 
FINDINGS:
User would need to update their address to the primerica one as required for primerica users
 
TROUBLESHOOTING:
KB0023734 
User can update their email through the option on their already created profile when they go into settings.
Logmein session with user to troubleshoot further.
User was able to sign in through the correct link to access the workspace account

RESOLUTION:
Email sent for level 2 support
When user logs in to their gmail it keeps telling them it is the wrong email and password combination
When they log in with their primerica email they cannot use the activation code and they get error W2307



Email
--------------------------------------***DDS 12/09/2025***--------------------------
Hello Hahn,
Thank you for contacting Workspace Support about registering for your Workspace Account.
On the call today, we performed some troubleshooting steps through a LogMeIn session to get you access to your workspace account again so that you can update your sign in email address. Unfortunately, we could not resolve the issue on this call, and I have now escalated the case to our level team backend support. I will be following up with you once I get an update.
Thank you for your patience while we work on resolving this case for you.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-09T21:38:41.000+0000,False,False,005OH00000BGf2TYAT,2025-12-09T21:22:02.000+0000,005OH00000BGf2TYAT,2025-12-10T19:37:23.000+0000,005OH000001yNnaYAE,2025-12-10T19:37:23.000+0000,(204)229-6775,,hnguyen.fed8c@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUL33YAG,False,,24404547,0030A0000029dKwQAI,0010A000002w1tmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:33:26.000+0000,False,False,005G0000002gxxjIAA,2025-12-09T20:33:26.000+0000,005G0000002gxxjIAA,2025-12-09T20:33:26.000+0000,005G0000002gxxjIAA,2025-12-09T20:33:26.000+0000,(514)483-2070,,denis.st-hilaire@sfl.ca,(514)493-6638,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hULcaYAG,False,,24406043,0030A0000029W8KQAU,0010A000002vvxzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:55:02.000+0000,False,False,005OH00000BfonJYAR,2025-12-09T20:55:02.000+0000,005OH00000BfonJYAR,2025-12-09T20:55:02.000+0000,005OH00000BfonJYAR,2025-12-09T20:55:02.000+0000,(250)382-2366,,barry@twbf.ca,(250)382-3545,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hULz9YAG,False,,24406067,003G0000018f74zIAA,0010A000002wP8JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor authorized ASA to continue with the process in registering to workspace. User id has been created link to the advisor code and ASA is unable to remember the specific user ID. referred to Distribution_Methodology@canadalife.com to confirm the details.
=========================

Hi Amanda,

Thank you for contacting the workspace support about assistance in registering to workspace for Matthew Felker.

We were able to confirm that a user id has been created that is link to Matthew’s advisor code and for security reasons we need you to confirm that specific user id from you. Unfortunately you can’t remember it, reason for you to reach out first to  Distribution_Methodology@canadalife.com to confirm the user ID. Once confirmed and you need assistance in registering to workspace, please don’t hesitate to call us here to better assist you.

My apologies for the inconvenience and thank you for calling us today.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T22:19:34.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T20:55:33.000+0000,005OH00000BFPZHYA5,2025-12-09T22:27:47.000+0000,005OH00000BFPZHYA5,2025-12-09T22:27:47.000+0000,(613)258-1997,(613) 324-5336,matthew@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUM7IYAW,False,,24409906,003OH00000M95QcYAJ,001OH00000QuljtYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Registration issue-Duplicate for case 24409906,Medium,Please check details on case 24409906,True,2025-12-09T23:50:17.000+0000,False,False,005OH00000AbCcLYAV,2025-12-09T22:13:15.000+0000,005OH00000AbCcLYAV,2025-12-09T23:50:17.000+0000,005OH00000AbCcLYAV,2025-12-09T23:50:17.000+0000,(514)823-7032,,danylepage@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUMnDYAW,False,,24407796,0030A0000029ppwQAA,0010A000002wCCQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:25:33.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T21:25:33.000+0000,005OH000004Ir1xYAC,2025-12-09T21:25:34.000+0000,005OH000004Ir1xYAC,2025-12-09T21:25:34.000+0000,(403)266-2500,4036169884,lloyd@safebridgepw.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUNPsYAO,False,,24406651,003OH000004f9hoYAA,001OH000005vQhIYAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User asked to changed details tied to a terminated policy,Medium,"User asked to changed details tied to a terminated policy

Hi Jessica, 

Thank you for contacting Workspace Support.  

As mentioned by Deana, this policy is terminated. Unfortunately, details tied to a terminated policy cannot be changed. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com> 
Sent: Monday, December 8, 2025 11:02 AM
To: Sutton, Jessica <jessica@navfinancial.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Martins


Policy 41273053 is terminated 


Deana Regan (she/her)
Associate Manager | Compensation and Contracting Operations
Deana.Regan@canadalife.com
 (226) 316-1794
T-4B4E

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Jessica Sutton <jessica@navfinancial.ca> 
Sent: Thursday, December 4, 2025 3:43 PM
To: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Martins

Hi Deana, I hope you are well. Jen’s policy is still showing Jim as the advisor despite submitting the attached split change form back in 2023. Can you please proceed with moving this policy to my record and confirm once complete? @Workspace
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Deana,
I hope you are well. Jen’s policy is still showing Jim as the advisor despite submitting the attached split change form back in 2023. Can you please proceed with moving this policy to my record and confirm once complete?
@Workspace Support – can you please have workspace updated as well?
Thanks,
Jessica
Jessica Sutton, CFP
Chief Operating Officer & Advisor
303-1886 Oxford St. W., London, ON, N6K 0J8
P: 647.228.2411 | F: 519.850.5001
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.",True,2025-12-09T21:04:58.000+0000,False,False,0055o000001zVCKAA2,2025-12-09T21:04:58.000+0000,0055o000001zVCKAA2,2025-12-09T21:05:38.000+0000,0055o000001zVCKAA2,2025-12-09T21:05:38.000+0000,(647)228-2411,,jessica@navfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUNRVYA4,False,,24407447,003G0000018f6c1IAA,0010A000002wOZJQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,LIFF,Medium,"*12/9*
----------------
Daniel Haney
47724


i have a LIFF application that is stuck in Workspace, it's showing sent on friday, signature pending for the advisor
LIFF for myself, did not get the advisor email, i am the AOR for my own policy 

never received the signature link 
*email*
----------------",False,,False,False,005OH0000064XtBYAU,2025-12-09T21:18:32.000+0000,005OH000008919xYAA,2025-12-09T21:30:59.000+0000,005OH000008919xYAA,2025-12-09T21:30:59.000+0000,(289)337-4440,(289) 337-4440,dan.haney@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUNjDYAW,False,,24405831,0030A0000029jS9QAI,0010A000002w6yIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Requested,Medium,"**EMAIL**

Good day Nick,

Please note this request is now complete and sent to the advisor directly, Robert.McIntosh@IPCC.CA.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



Good afternoon Nick,

I have reached out to our data provider to look into this custom request. Please note once I receive an update, I will reach out to the advisor directly due to client sensitive data and security protocols.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Hello,

Can you please assist Robert with his request?

Thanks,

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Nick Hood (he/him)
Customer Service Specialist | Canadian Operations - Wealth
Nicholas.Hood@canadalife.com | 226-316-1203

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Robert Mcintosh 
Sent: December 8, 2025 5:53 PM
To: Hood, Nicholas 
Subject: [EXT] Robert McIntosh code 3377-A078 (B2481)

Good evening Nick, I hope all is well. Could you please give me a list of my generation clients remaining To see if it is to there advantage to do a reset. The same type of list you did for me in the past. It would be greatly appreciated. Kind
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Good evening Nick,
I hope all is well.
Could you please give me a list of my generation clients remaining 
To see if it is to there advantage to do a reset.
The same type of list you did for me in the past.
It would be greatly appreciated.
Kind regards 
Thanks
Robbie.
Sent from my iPad",True,2025-12-09T20:52:16.000+0000,False,False,005OH0000071DK9YAM,2025-12-09T20:52:16.000+0000,005OH0000071DK9YAM,2025-12-15T19:39:49.000+0000,005OH0000071DK9YAM,2025-12-15T19:39:49.000+0000,(514)620-0051,(514) 843-3960,robert.mcintosh@ipcc.ca,(514)620-8967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUODuYAO,False,,24408669,0030A0000029ZVCQA2,0010A000002vylRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:44:01.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T21:44:01.000+0000,005OH000004Ir1xYAC,2025-12-09T21:44:01.000+0000,005OH000004Ir1xYAC,2025-12-09T21:44:01.000+0000,(403)863-6533,,gheff@telusplanet.net,(403)275-4453,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUPJcYAO,False,,24406552,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:03:23.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T21:03:23.000+0000,005OH000004Ir1xYAC,2025-12-09T21:03:24.000+0000,005OH000004Ir1xYAC,2025-12-09T21:03:24.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUQvcYAG,False,,24407387,0031600002PjlwtAAB,0010A000002wNnMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access and MFA Disconnect,Medium,"******DDS***** 12/09/2025
User needed help accessing workspace and authenticator disconnect. DDS authenticated and assisted user

ref: KB0021888


*****EMAIL CHAIN*****
Hello Doug, 

Thank you for reaching out to Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T21:24:44.000+0000,False,False,005OH00000BFQFHYA5,2025-12-09T21:17:40.000+0000,005OH00000BFQFHYA5,2025-12-09T21:24:45.000+0000,005OH00000BFQFHYA5,2025-12-09T21:24:45.000+0000,(416)433-3445,,doug@smithdoug.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hURbZYAW,False,,24409606,003G0000018f6VWIAY,0010A000002wOSDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,product illustration access issue,Medium,"***DDS Dec.9/2025***
User was having issues accessing Product illustartions. Checked ISAM & the Permissions in account were not set up correctly for product illustrations. Reached out to the assist line concluded this need to be escalated to L2 and did a warm transfer.

REF KB : KB0023420",True,2025-12-09T22:30:00.000+0000,False,False,005OH00000BFQFBYA5,2025-12-09T22:04:57.000+0000,005OH00000BFQFBYA5,2025-12-09T23:44:02.000+0000,005OH00000BFQFBYA5,2025-12-13T02:02:30.000+0000,(514)242-9598,(514) 242-9598,ts2008@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hURrhYAG,False,,24409738,0030A00000B93e4QAB,0010A00000BjJI7QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T22:08:23.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T22:08:23.000+0000,005OH00000BfjndYAB,2025-12-09T22:08:23.000+0000,005OH00000BfjndYAB,2025-12-09T22:08:23.000+0000,(250)762-3329,(236) 970-1138,lina.cai@ig.ca,(250)868-9332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUS6BYAW,False,,24406224,0030A0000029mjPQAQ,0010A000002w9hWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T20:58:04.000+0000,False,False,005OH00000BfonJYAR,2025-12-09T20:58:04.000+0000,005OH00000BfonJYAR,2025-12-09T20:58:05.000+0000,005OH00000BfonJYAR,2025-12-09T20:58:05.000+0000,(888)517-7748,(250) 361-6786,jamie.templeman@coastcapitalsavings.com,(250)727-3222,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUSB1YAO,False,,24406654,0030A0000029l1nQAA,0010A000002w8EmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login - authentication failed,Medium,"*12/9*
----------------
TIMOTHY BAUMAN
Tim Bauman
d1486
l4233336
im trying to get information about a clients policy, i am unable to log into Workspace.
provided the client service centre information 

*email*
----------------
Good afternoon Tim, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted some support for logging into Workspace. Unfortunately, you were unable to pass authentication for us to provide assistance with logging in. Please follow up with your MGA to get the last known login attempt so we can assist you in the future. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T00:45:01.000+0000,False,False,005OH000008919xYAA,2025-12-09T21:04:59.000+0000,005OH000008919xYAA,2025-12-10T00:45:01.000+0000,005OH000008919xYAA,2025-12-10T00:45:01.000+0000,(416)494-8279X277,,timothy.bauman@manulifesecurities.ca,(906)940-1894,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUSvoYAG,False,,24406796,0030A0000029WymQAE,0010A000002vwdfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:07:34.000+0000,False,False,005OH00000BfonJYAR,2025-12-09T21:07:34.000+0000,005OH00000BfonJYAR,2025-12-09T21:07:34.000+0000,005OH00000BfonJYAR,2025-12-09T21:07:34.000+0000,(250)585-8696,,dreid@ubwealthy.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUTgYYAW,False,,24406405,003OH00000SkJpAYAV,001OH00000YzKw7YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"KB0020738  -User wants to set up a new MFA (Authenticated- called back user- disconnected) 

Email: malihehziyaei@crius.ca 
Code: H9555
Phone: 416-300-5785

********************************************************
Good afternoon, Maliheh

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Microsoft Authenticator on your mobile device. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T21:09:02.000+0000,False,False,005OH00000BG5v4YAD,2025-12-09T21:01:12.000+0000,005OH00000BG5v4YAD,2025-12-09T21:09:02.000+0000,005OH00000BG5v4YAD,2025-12-09T21:09:02.000+0000,(416)300-5785,,ziyaei.malihe@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUTiDYAW,False,,24408304,0030A0000029VXvQAM,0010A000002vvQxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA,Medium,"Advisor having trouble signing onto workspace with MFA.
*********
Hi Louis, thank you for contacting the workspace support today.

To recap our call, I assist you with removing your current MFA method and assisted you with adding your second MFA we set up your salesforce authenticator app. This is what you will use moving forward for your workspace account


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T21:42:45.000+0000,False,False,005OH00000BFQFCYA5,2025-12-09T21:36:48.000+0000,005OH00000BFQFCYA5,2025-12-09T22:13:01.000+0000,005OH00000BFQFCYA5,2025-12-09T22:13:01.000+0000,(778)387-5091,,lou.fafbiz@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUTiFYAW,False,,24410212,0030A0000029q7DQAQ,0010A000002wCQxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T22:21:13.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T22:21:13.000+0000,005OH00000BfjndYAB,2025-12-09T22:21:13.000+0000,005OH00000BfjndYAB,2025-12-09T22:21:13.000+0000,(604)888-2074,,dan@djohnsonfinancial.com,(604)888-9354,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUTqFYAW,False,,24407946,0030A0000029ppwQAA,0010A000002wCCQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:28:35.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T21:28:35.000+0000,005OH000004Ir1xYAC,2025-12-09T21:28:35.000+0000,005OH000004Ir1xYAC,2025-12-09T21:28:35.000+0000,(403)266-2500,4036169884,lloyd@safebridgepw.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUTrtYAG,False,,24407548,003OH000005BPmeYAG,001OH000006ZrKaYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:20:21.000+0000,False,False,005OH000004Ir1xYAC,2025-12-09T21:20:21.000+0000,005OH000004Ir1xYAC,2025-12-09T21:20:22.000+0000,005OH000004Ir1xYAC,2025-12-09T21:20:22.000+0000,(403)801-0840,,gord.buehler@servuswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUTzuYAG,False,,24407299,003G0000018f7WmIAI,0010A000002wPdfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:15:57.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T21:15:57.000+0000,0055o000002KxaMAAS,2025-12-09T21:15:57.000+0000,0055o000002KxaMAAS,2025-12-09T21:15:57.000+0000,(780)513-8323,,jeremiah@discoveryfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUUJHYA4,False,,24407969,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing successor on TFSA policy - INC1933810,Medium,"****DDS****December 17, 2025
SH is now visible
==========================================================================================

****DDS****12/09/25 

Successor was added on policy# 64026143  on 11/03/25 - successor is visible in IC but missing in WS
Logged as advisor and confirmed there is no successor added yet
Escalated to Level 2 for investigation
 
============================================================================================= 
 
****Email Chain****

Hello Noelle,

Thank you for your patience while our team review the issue you had with the successor holder not appearing in your client’s product details.

The good news is that the successor holder information is now visible. Log into Workspace at anytime to view.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 9, 2025 3:34 PM
To: Brockie, Noelle <Noelle@prosperwealth.ca>
Subject: RE: Jennifer Burr - Case 24407969

Hello Noelle,

Thank you for contacting Workspace Support regarding the TFSA policy 64026143.

I have escalated this issue to our 2nd level team for further investigation. Once there is an update, the team will reach out to you directly.
If you have additional questions or require further support, please do not hesitate to let us know.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Noelle Brockie <noelle@prosperwealth.ca> 
Sent: December 8, 2025 12:17 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Jennifer Burr

Can you please look into why the Successor is not showing under this TFSA (I have had in the past but gotten resolved) https: //workspace. canadalife. com/workspace/s/asset/02iOH000009obmDYAQ/64026143 From: Nisbet, Laura <Laura. Nisbet@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Can you please look into why the Successor is not showing under this TFSA (I have had in the past but gotten resolved) 

https://workspace.canadalife.com/workspace/s/asset/02iOH000009obmDYAQ/64026143

From: Nisbet, Laura <Laura.Nisbet@canadalife.com> 
Sent: December 8, 2025 12:58 PM
To: Noelle Brockie <noelle@prosperwealth.ca>
Subject: RE: Jennifer Burr

Hi Noelle,

Robby is noted as both primary beneficiary and successor holder.  Here’s a screenshot from the back office program that shows him as the Successor.

 

I also double checked Investment Centre – and he is showing as successor holder there as well.

I think there is an issue with Workspace when it comes to successor holders showing.  I know I’ve had some others ask about the successor holder not showing on Workspace but I’m not sure if it was ever resolved.

Thanks,


Laura Nisbet
Customer Service Specialist  |  Wealth Operations - Savings
laura.nisbet@canadalife.com  |  519-435-6643
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Noelle Brockie <noelle@prosperwealth.ca> 
Sent: December 5, 2025 5:07 PM
To: Nisbet, Laura <Laura.Nisbet@canadalife.com>
Subject: [EXT] Jennifer Burr

TFSA 64026143 This now shows Robby as beneficiary but doesn’t show any Successor (on workspace) - Can you look into and be sure Successor on file and if I need to reach out to workspace to confirm the issue. Thank you, NOELLE BROCKIE Prosper

TFSA 64026143

This now shows Robby as beneficiary but doesn’t show any Successor (on workspace)  - Can you look into and be sure Successor on file and if I need to reach out to workspace to confirm the issue. 



Thank you, 

NOELLE BROCKIE
Prosper Wealth Ltd.
Sr. Admin. Assistant
100 Osborne Street N.
Winnipeg, MB   R3C 2H6
Ph:   204.946.8193 
Fax: 204.946.4188
noelle@prosperwealth.ca
www.prosperwealth.ca

The information contained in this email is confidential and may be privileged. If you are not the intended recipient, please notify the sender immediately and delete or destroy this communication without reading it, and without forwarding or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-09T21:29:08.000+0000,False,False,005OH000002iN7pYAE,2025-12-09T21:29:08.000+0000,005OH0000097FtCYAU,2025-12-17T15:48:24.000+0000,005OH000002iN7pYAE,2025-12-17T15:48:24.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUUO5YAO,False,,24406519,0030A0000029Yx7QAE,0010A000002vyIvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:02:54.000+0000,False,False,005OH00000BfonJYAR,2025-12-09T21:02:54.000+0000,005OH00000BfonJYAR,2025-12-09T21:02:54.000+0000,005OH00000BfonJYAR,2025-12-09T21:02:54.000+0000,(250)287-2310,,darleneg@garatfinancial.com,(250)286-8840,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUUsmYAG,False,,24408386,003G0000018f6TIIAY,0010A000002wOQ1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:38:28.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T21:38:28.000+0000,0055o000002KxaMAAS,2025-12-09T21:38:28.000+0000,0055o000002KxaMAAS,2025-12-09T21:38:28.000+0000,(780)489-5704,(780) 721-1946,tmurdock@aspireplanning.ca,(780)800-0407,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUV2XYAW,False,,24411185,003OH00000AHT6JYAX,001OH00000CS0mCYAT,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User is unable to access comp codes in webfasat,Medium,"User is unable to access comp codes in webfasat

Hi Team,

Please see my previous confirmation in my original email that I have already done the DM checks and that he should be able to access this code on Fasat Web:
 

Thanks,  

Sarah Hazeu 


Bonjour Mathis, 

Une modification doit être faite pour vous donner accès à ce code de rémunération dans FASATWeb. L’équipe en charge de cette modification recommuniquera avec vous lorsque ce sera fait. 

Bonne journee!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 


Hi Maxime, 

Once CL Direct Contracting fix this issue, Mathis should be able to access this code in WebFasat. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey :

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Thursday, December 11, 2025 10:43 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Belisle, Maxime <Maxime.Belisle@canadavie.com>; Hazeu, Sarah <Sarah.Hazeu@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois - C24411185

Hi team,

We have reviewed our system and confirmed that Mathis Blais’ advisor code F8085 is already added to our FASATWeb security tables. However, we have noticed that TPA flag is not checked off on this code in Siebel, which is why the advisor is unable to access to this code in FASATWeb. 

As our team does not modify the advisor’s TPA, we will forward this inquiry to CL Direct Contracting team for further assist.

Thank you,


Hi @Distribution Methodology,

User Mathis Blais is unable to access code F8085 in WebFASAT. Our procedure indicates that access to compensation is not granted by default when TPA is granted. Can you verify if access is granted for this code for Mathis?

I also see that F8085 appears both as transferred under Agreements and active in TPA. Not sure if this is relevant but wanted to point it out in case. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   


Bonjour, je me suis connecter comme vos instruction mais je voie toujours les code F6951 (code perso) et F8083. je ne voie toujours pas le F8085.......

Mathis		BLAIS	


Conseiller en sécurité financière • Financial Security Advisor
Représentant de courtier en épargne collective rattaché à Services d’investissement Quadrus Ltée


 

	L'assurance de
100 ans d'expérience
	T 418 543-3767 #17307


SF 1 855 587 7437 #17307

C 418 640-5866


mblais@lussier.co







730 255, rue Racine Est
Chicoutimi (Québec) G7H 7L2	 




Ce message est confidentiel et il est destiné uniquement aux personnes à qui il a été adressé. Toute utilisation ou communication non autorisée du présent message est interdite. Si vous ne souhaitez plus recevoir de courriel de notre part, veuillez l’indiquer en répondant à ce message. MDMarque de commerce déposée de Lussier Cabinet de services financiers inc. This message is confidential, and is intended for the above-named recipient(s) only. Any unauthorized use or disclosure of this message is prohibited. If you no longer wish to receive emails from us, please let us know by replying to this message. MDRegistered trademark of Lussier Financial Services Firm Inc.








From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: Wednesday, December 10, 2025 6:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Hazeu, Sarah <Sarah.Hazeu@canadalife.com>
Subject: RE: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois - C24411185

Good morning, 

Mathis’ issue is that that he didn’t have access to his 8085 code. He knows how to go to Fasat and can see his other codes. 


Thank you and have a good day

Maxime Bélisle
Operations experience Consultant | Wealth distribution platforms


Bonjour Mathis, 

Vous avez 2 comptes Espace affaires. Le lien WebFASAT est disponible dans vos 2 comptes mais vous devez vous connecter a votre compte Espace affaires Direct pour voir les relevés de commissions en lien avec les codes de rémunérations mentionnes dans les courriels ici-bas. 

Pouvez-vous vous connecter à votre compte Direct : 

 

Puis cliquez sur l’onglet WebFASAT depuis la section Autres outils et plateformes et nous dire si vous avez accès aux relevés de rémunérations : 

 



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
 
  
 


From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: Monday, December 8, 2025 12:55 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Belisle, Maxime <Maxime.Belisle@canadavie.com>; Blais, Mathis <mblais@lussier.co>
Subject: FW: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

Hi Team,

Can you please assist Mathis with his access to commission statements? I can confirm he is registered for RepNet ID under MBLAIS and has TPA to F8085 as well as the code appears in the Fasat security tables and he has permission to view Fasat Web under his user ID.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com> 
Sent: December-08-25 14:45
To: Hazeu, Sarah <Sarah.Hazeu@canadalife.com>
Subject: FW: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

HI Sarah,

Can you please confirm?

Tracy Aphayvong (she/her) 
Associate Manager Contracts & Compensation – Maintenance Team 
tracy.aphayvong@canadalife.com  |  1-519-435-4417 
Canada Life Assurance Company | Canada Vie


 

Welcome to the new Canada Life 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: December 8, 2025 2:27 PM
To: Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>; Cleary, Natasha <Natasha.Cleary@canadalife.com>; Molina, Tara <Tara.Molina@canadalife.com>
Cc: Venuto, Kevin <Kevin.Venuto@canadalife.com>; Boyadjian, Alex <Alexandra.Boyadjian@canadalife.com>
Subject: RE: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

Good afternoon, 

It seems only half of the request was completed. Frederic Tchernoff does now see his code, but Mathis Blais still doesn’t see his (F8085). Can you confirm?


Thank you and have a good day

Maxime Bélisle
Operations experience Consultant | Wealth distribution platforms
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
maxime.belisle@canadalife.com  |  438-458-7753
 




De : Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com> 
Envoyé : December 5, 2025 10:52 AM
À : Cleary, Natasha <Natasha.Cleary@canadalife.com>; Belisle, Maxime <Maxime.Belisle@canadavie.com>; Molina, Tara <Tara.Molina@canadalife.com>
Cc : Venuto, Kevin <Kevin.Venuto@canadalife.com>; Boyadjian, Alex <Alexandra.Boyadjian@canadalife.com>
Objet : RE: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

Hi,

This has been completed by Sarah.

Let me know if you have any further issues, I will have them looked into. 

Tracy Aphayvong (she/her) 
Associate Manager Contracts & Compensation – Maintenance Team 
tracy.aphayvong@canadalife.com  |  1-519-435-4417 
Canada Life Assurance Company | Canada Vie


 

Welcome to the new Canada Life 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



From: Cleary, Natasha <Natasha.Cleary@canadalife.com> 
Sent: December 4, 2025 6:52 PM
To: Belisle, Maxime <Maxime.Belisle@canadavie.com>; Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>; Molina, Tara <Tara.Molina@canadalife.com>
Cc: Venuto, Kevin <Kevin.Venuto@canadalife.com>; Boyadjian, Alex <Alexandra.Boyadjian@canadalife.com>
Subject: RE: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

Hi Tracy,

Can you confirm who has this in their processing queue and when it will be completed?


Natasha Cleary
Director, Distribution Compensation Operations 
Phone:  226-777-7760
Email:  natasha.cleary@canadalife.com
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.




From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: December 4, 2025 10:16 AM
To: Cleary, Natasha <Natasha.Cleary@canadalife.com>; Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>; Molina, Tara <Tara.Molina@canadalife.com>
Cc: Venuto, Kevin <Kevin.Venuto@canadalife.com>; Boyadjian, Alex <Alexandra.Boyadjian@canadalife.com>
Subject: TR: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

Good morning, 

I still need an update on this one to set expectations with the advisor.. can someone please give me an idea of what is going on? 


Thank you and have a good day

Maxime Bélisle
Operations experience Consultant | Wealth distribution platforms
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
maxime.belisle@canadalife.com  |  438-458-7753
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



De : Belisle, Maxime 
Envoyé : December 3, 2025 9:06 AM
À : Cleary, Natasha <Natasha.Cleary@canadalife.com>; Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>
Cc : Venuto, Kevin <Kevin.Venuto@canadalife.com>
Objet : TR: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

Good morning, 

I would still need an update on this one for one of our top at-risk firms; please let me know if there’s anything. 


Thank you and have a good day

Maxime Bélisle
Operations experience Consultant | Wealth distribution platforms
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
maxime.belisle@canadalife.com  |  438-458-7753
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



De : Belisle, Maxime 
Envoyé : December 1, 2025 9:56 AM
À : Hazeu, Sarah <Sarah.Hazeu@canadalife.com>; Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>
Objet : TR: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

Good morning, 

Could we get an update on this request, it is starting to brew up as it’s been more than a month, and the advisor is one of our top firms and at risk. 


Thank you and have a good day

Maxime Bélisle
Operations experience Consultant | Wealth distribution platforms
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
maxime.belisle@canadalife.com  |  438-458-7753
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



De : Field Payroll <FieldPayroll@canadalife.com> 
Envoyé : December 1, 2025 7:58 AM
À : Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc : Tchernoff, Frederic <ftchernoff@lussier.co>; Belisle, Maxime <Maxime.Belisle@canadavie.com>; Gauvreau, Emilie <egauvreau@lussier.co>
Objet : FW: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

Good morning, 

Can you please assist with this inquiry? 

Thank you for your help. 

Have a nice day!

Thank you, 

Isabelle Duchesne
Advisor Compensation & Payroll Specialist
Contracts & Compensation | Advisory Network 
Email : isabelle.duchesne@canadalife.com 226-781-9181
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Tchernoff, Frederic <ftchernoff@lussier.co> 
Sent: Monday, December 1, 2025 7:11 AM
To: Belisle, Maxime <Maxime.Belisle@canadavie.com>; Duchesne, Isabelle <Isabelle.Duchesne@canadalife.com>; Gauvreau, Emilie <egauvreau@lussier.co>
Subject: [EXT] RE: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

Toujours pas accès a mon code encore ce matin F8083 sur webfasat , pourriez me dire pourquoi ?? les délais son si long ! Frédéric TCHERNOFF  Conseiller en sécurité financière • Financial Security Advisor Représentant de courtier en épargne
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Toujours pas accès a mon code encore ce matin F8083  sur webfasat ,  pourriez me dire pourquoi ?? les délais son si long ! 

Frédéric	 	TCHERNOFF	


Conseiller en sécurité financière • Financial Security Advisor
Représentant de courtier en épargne collective rattaché à Services d’investissement Quadrus Ltée


 

	L'assurance de
100 ans d'expérience

	T   418 549-7747 #17325


SF  1 877 549 7747

F   418-579-4961


 ftchernoff@lussier.co







730 255, rue Racine Est
Chicoutimi (Québec) G7H 7L2	 




Ce message est confidentiel et il est destiné uniquement aux personnes à qui il a été adressé. Toute utilisation ou communication non autorisée du présent message est interdite. Si vous ne souhaitez plus recevoir de courriel de notre part, veuillez l’indiquer en répondant à ce message. MDMarque de commerce déposée de Lussier Cabinet de services financiers inc. This message is confidential, and is intended for the above-named recipient(s) only. Any unauthorized use or disclosure of this message is prohibited. If you no longer wish to receive emails from us, please let us know by replying to this message. MDRegistered trademark of Lussier Financial Services Firm Inc.





De : Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Envoyé : 27 novembre 2025 16:11
À : Tchernoff, Frederic <ftchernoff@lussier.co>; Gauvreau, Emilie <egauvreau@lussier.co>; Duchesne, Isabelle <Isabelle.Duchesne@canadalife.com>
Objet : RE: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

ATTENTION: Ce courriel provient de l’extérieur de Lussier. Veuillez porter une attention particulière aux pièces jointes et liens URL pouvant s’y trouver! 
ATTENTION: This email originates from an external network. Please pay particular attention to attachments and URL links that may be there!

Bonjour Isabelle, 

C’est le dossier dont je te parlais pour produire les rapports de paie. Le TPA a été signé et on attend que ça soit débarré. Je vais te l’envoyer si ça t’aide. Émilie y a accès, mais c’est moins pratique pour Frédéric et Mathis pour vérifier eux-mêmes leur paie. 

Le transfert des clients au nouveau code conjoint avait commencé autour du 6 novembre et peut prendre plusieurs jours avant que ça soit transféré et visible dans le Centre d’investissement. Quand j’avais parlé à Isabelle la semaine passée il n’y avait pas encore de paie de déposée dans les nouveaux codes. 

Est-ce qu’on peut valider si le dernier cycle de paie aurait commencé à capturer le changement?


Merci et bonne journée,  

** BoiteOutilQuadrus **
Maxime Bélisle
Consultant, expérience opérationnelle | Plateformes de distribution, Gestion de patrimoine
Services d’investissement Quadrus ltée
https://www.quadrusinvestmentservices.com/fr
maxime.belisle@canadavie.com  | 438-458-7753
 
Consultez canadavie.com. Suivez-nous sur LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. Les renseignements personnels que vous fournissez, le cas échéant, en répondant à cette demande seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadalife.com/fr/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



De : Tchernoff, Frederic <ftchernoff@lussier.co> 
Envoyé : November 27, 2025 3:51 PM
À : Gauvreau, Emilie <egauvreau@lussier.co>; Belisle, Maxime <Maxime.Belisle@canadavie.com>; Duchesne, Isabelle <Isabelle.Duchesne@canadalife.com>
Objet : [EXT] Fw: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 

Pourriez vous svp expliquer le dossier a Mme Duchesne , svp je vois ma paie sur webfasat au code 21520 mais pas les deuc¸x que je vous ai envoyer , pour moi et pour mathis blais merci Frédéric TCHERNOFF  Conseiller en sécurité financière

Pourriez vous svp expliquer le dossier a Mme Duchesne , svp je vois ma paie sur webfasat au code 21520 mais pas les deuc¸x que je vous ai envoyer , pour moi et pour mathis blais merci 

Frédéric	 	TCHERNOFF	


Conseiller en sécurité financière • Financial Security Advisor
Représentant de courtier en épargne collective rattaché à Services d’investissement Quadrus Ltée


 

	L'assurance de
100 ans d'expérience

	T   418 549-7747 #17325


SF  1 877 549 7747

F   418-579-4961


 ftchernoff@lussier.co







730 255, rue Racine Est
Chicoutimi (Québec) G7H 7L2	 




Ce message est confidentiel et il est destiné uniquement aux personnes à qui il a été adressé. Toute utilisation ou communication non autorisée du présent message est interdite. Si vous ne souhaitez plus recevoir de courriel de notre part, veuillez l’indiquer en répondant à ce message. MDMarque de commerce déposée de Lussier Cabinet de services financiers inc. This message is confidential, and is intended for the above-named recipient(s) only. Any unauthorized use or disclosure of this message is prohibited. If you no longer wish to receive emails from us, please let us know by replying to this message. MDRegistered trademark of Lussier Financial Services Firm Inc.





________________________________________
De : Field Payroll <FieldPayroll@canadalife.com>
Envoyé : Thursday, November 27, 2025 2:53:08 PM
À : Tchernoff, Frederic <ftchernoff@lussier.co>
Objet : RE: RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 
 
ATTENTION: Ce courriel provient de l’extérieur de Lussier. Veuillez porter une attention particulière aux pièces jointes et liens URL pouvant s’y trouver! 
ATTENTION: This email originates from an external network. Please pay particular attention to attachments and URL links that may be there!

Bonjour Frédéric, 
 
Est-ce que le formulaire TPA a été complété pour chacun de vos codes? Veuillez noter que l’accès est terminé lorsqu’un code termine ou est transféré– soit le F1434 et F8084. Si vous désirez des relevés spécifiques pour ces codes, s’il vous plait me laisser savoir et je pourrais en fournir. 
 
Passe une bonne journée!
 
Merci, 
 
Isabelle Duchesne
Advisor Compensation & Payroll Specialist
Contracts & Compensation | Advisory Network 
Email : isabelle.duchesne@canadalife.com 226-781-9181
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
From: Tchernoff, Frederic <ftchernoff@lussier.co> 
Sent: Wednesday, November 26, 2025 7:34 AM
To: Field Payroll <FieldPayroll@canadalife.com>; Field Commissions <Fieldcommissions@canadalife.com>
Subject: [EXT] RUSH URGENCE CODE D'AGENT NON ACTIVER SUR WEBFASAT ......depuis +1 mois 
 
Bonjour, Je souhaite obtenir des éclaircissements concernant l’accès à mes deux codes, qui demeurent toujours invisibles sur Web Fast. Le système indique que je ne suis pas autorisé à les consulter, alors que ces codes sont actifs pour les fonds
Bonjour,
Je souhaite obtenir des éclaircissements concernant l’accès à mes deux codes, qui demeurent toujours invisibles sur Web Fast. Le système indique que je ne suis pas autorisé à les consulter, alors que ces codes sont actifs pour les fonds communs (Quadrus), les fonds distincts (Canada Vie) ainsi que pour l’assurance vie.
Toutes les autorisations nécessaires ont été transmises il y a plus de trois semaines. Selon les obligations prévues à mon contrat de travail avec la Canada Vie, vous devez me fournir, dans un délai raisonnable, l’accès à mes codes agent afin que je puisse consulter mes dépôts de paie.
Je vous remercie donc de bien vouloir procéder à la régularisation de cette situation dans les plus brefs délais.
Cordialement,   
F8084
TCHERNOFF, FREDERIC	Sous-conseiller
F8083
TCHERNOFF/BLAIS, FREDERIC/MATHIS	Conseiller Conjoint
 
Frédéric	 	TCHERNOFF	


Conseiller en sécurité financière • Financial Security Advisor
Représentant de courtier en épargne collective rattaché à Services d’investissement Quadrus Ltée


 

	L'assurance de
100 ans d'expérience

	T   418 549-7747 #17325


SF  1 877 549 7747

F   418-579-4961


 ftchernoff@lussier.co


730 255, rue Racine Est
Chicoutimi (Québec) G7H 7L2",True,2025-12-11T19:20:48.000+0000,False,False,0055o000001zVCKAA2,2025-12-09T22:53:26.000+0000,0055o000001zVCKAA2,2025-12-12T16:43:12.000+0000,0055o000001zVCKAA2,2025-12-12T16:43:12.000+0000,(418)718-2804,,mblais@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUV42YAG,False,,24407588,0030A000008nvpXQAQ,0010A000009ignnQAA,,,,,,,012OH000000ijW5YAI,Open,,Email,,Policy owner was changed to joint ownership to single owner but Workspace owner still show co-joint ownership - WSL,Medium,"Policy owner was changed to joint ownership to single owner but Workspace owner still show co-joint ownership


Policy# :410381107
Previous owners: GERALD ST-AMAND & MME CAROLE DELAITRE
New Owner: GERALD ST-AMAND
CLient ID: CL 9136204590

====================emails=================

Hi @Workspace Service Leaders,

You will find below a case related to a change of ownership processed on June 27, 2025. The owners of the policy was changed from GERALD ST-AMAND & MME CAROLE DELAITRE to GERALD ST-AMAND but still appears under the co-wners’ name in Workspace and Copilot. 

Let me know if you need any additional details. 


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 

 
 Bonjour Jean-Claude, 

Nous avons examiné cette demande et votre dossier a été transmis à notre équipe des responsables des services Espace affaires. Ils prendront désormais en charge le problème, y compris tous les suivis et mises à jour.

Vous n’avez aucune autre mesure à prendre pour le moment. Notre équipe communiquera directement avec vous si des renseignements supplémentaires sont nécessaires et vous tiendra informé de l’évolution du dossier.

Si vous avez des questions entre-temps, veuillez répondre à ce courriel et nous nous ferons un plaisir de vous aider.

Merci de votre patience et de votre collaboration pour résoudre cette situation.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique






Bonjour Jean-Claude, 

Nous avons examiné cette demande et votre dossier a été transmis à notre équipe des responsables des services Espace affaires. Ils prendront désormais en charge le problème, y compris tous les suivis et mises à jour.

Vous n’avez aucune autre mesure à prendre pour le moment. Notre équipe communiquera directement avec vous si des renseignements supplémentaires sont nécessaires et vous tiendra informé de l’évolution du dossier.

Si vous avez des questions entre-temps, veuillez répondre à ce courriel et nous nous ferons un plaisir de vous aider.

Merci de votre patience et de votre collaboration pour résoudre cette situation.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





Bonjour JC,

La date est 27 juin 2025.


Merci beaucoup , 


Natalia Obando (she/her/elle)

Bonjour Natalia

Peux-tu STP nous confirmer la date à laquelle on a fait le changement de propriété sur Unitrax?

Merci.



Jean-Claude Karemera B.Sc. (Il / He / Him)



Bonjour Jean-Claude, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Pouvez-vous nous dire quand le changement de propriétaire a été fait dans vos systèmes?


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: Karemera, Jean Claude <Jean-Claude.Karemera@canadavie.com> 
Sent: Monday, December 8, 2025 11:36 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Sellers, Karen <Karen.Sellers@canadavie.com>; Obando, Natalia <Natalia.Obando@canadalife.com>
Subject: Client : Gerald St- Amand - 410381107
Importance: High

Hi,

We have updated the above policy from joint owners to an individual owner: GERALD ST-ARMAND.

However, workspace is still showing the policy as a joint policy,

Can you please verify and update the policy accordingly?

Thanks.



Jean-Claude Karemera B.Sc. (Il / He / Him)
Coordonnateur d’équipe / Team Coordinator
Gestion du Patrimoine, Exploitation Canada  
Wealth, Canada Operations  
1350 blvd René-Lévesque Ouest, 11e étage Montréal (Québec) H3G 1T4 / M-1110
Tél : (438)316-5237
Fax: 1-866-275-8085
Jean-claude.karemera@canadavie.com / Jean-claude.karemera@canadalife.com",False,,False,False,005OH000002iN7pYAE,2025-12-09T21:21:16.000+0000,0055o000001zVCKAA2,2025-12-19T16:58:14.000+0000,005OH000006wv2TYAQ,2025-12-19T16:58:14.000+0000,(514)317-1242,514-236-4045,david.turgeon@gestionpriveeaaa.com,(514)954-0505,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUWJVYA4,False,,24408048,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:30:53.000+0000,False,False,0055o000002KxaMAAS,2025-12-09T21:30:53.000+0000,0055o000002KxaMAAS,2025-12-09T21:30:54.000+0000,0055o000002KxaMAAS,2025-12-09T21:30:54.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUY6jYAG,False,,24407228,003G000001B4v07IAB,0010A000002wQKrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:14:42.000+0000,False,False,005OH000006owoYYAQ,2025-12-09T21:14:42.000+0000,005OH000006owoYYAQ,2025-12-09T21:14:43.000+0000,005OH000006owoYYAQ,2025-12-09T21:14:43.000+0000,(306)220-9506,(306) 220-9506,eshearer@tipi-imipartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUZysYAG,False,,24408748,003OH00000TNCivYAH,001OH00000Zm0YAYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration - Primerica,Medium,"****DDS****12/09/25 

Authenticated user as per KB0021888 and assisted user to complete registration steps (KB0023476)
User also linked browser MFA to their account and was able to sign in, out and back into their WS account.
 
============================================================================================= 
 
****Email Chain****


Bonjour Mylene,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès sur la plateforme Espace Affaires.

Lors de notre appel, nous avons utilisé LogMeIn pour vous assister à compléter l’inscription. Vous avez aussi lié votre compte Espace Affaires à l’authentificateur sur votre navigateur Edge et vous avez accédé votre compte avec succès.

S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T22:01:12.000+0000,False,False,005OH0000097FtCYAU,2025-12-09T21:45:39.000+0000,005OH0000097FtCYAU,2025-12-09T22:19:45.000+0000,005OH0000097FtCYAU,2025-12-09T22:19:45.000+0000,(514)991-1545,,mylenecapochichi@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUariYAC,False,,24409011,003OH00000M98jYYAR,001OH00000QuxgaYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Registration inquiry,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Yes
-Province of practice: Yes
-Used LogMeIn? No
-Advisor code(s): P2203
-Advisor email address: trudyannsabrinclarke@primerica.com

Call details: Caller was inquiring about the necessity to set up an authenticator to get access to their account on WS (Primerica) as they reached the authentication step (8) and was wondering if they can skip that part or to be authenticated by a different method.
Caller couldn't provide their physical address and stated that they don't need assistance on the registration process and only needs a confirmation regarding the MFA.

CIAM - Validating a user can register - KB0023735
CIAM - Registration Steps-KB0023476",True,2025-12-09T22:13:41.000+0000,False,False,005OH00000AbCcLYAV,2025-12-09T21:51:20.000+0000,005OH00000AbCcLYAV,2025-12-09T22:13:41.000+0000,005OH00000AbCcLYAV,2025-12-09T22:13:41.000+0000,(905)460-0586,,trudyannsabrinclarke@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUbXeYAK,False,,24408051,0030A0000029VbOQAU,0010A000002vvU1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Several user ID has been created for the ASA and cannot be use as it already link to other account. Assisted ASA to create a new user ID using the details that she received and we were able to successfully create a new user ID. Advised to give it 48 to 72 hours before proceeding in registering to workspace. KB0022055
========================
Hi Tania,

Thank you for contacting the workspace support about workspace registration.

We can confirm that 2 user id’s that has been created for you cannot be use for this registration as both are link to another account. We did create a new user id based on the information that you received, and we were able to successfully create that. Please give it 48 to 72 hours for the user id to be fully activated in our system before registering to workspace again.

We appreciate your patience in giving us time to check everything on our end. Please do call us back if you need further assistance in registering to workspace. Thank you!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-09T22:14:37.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T21:30:58.000+0000,005OH00000BFPZHYA5,2025-12-09T23:49:17.000+0000,005OH00000BFPZHYA5,2025-12-09T23:49:17.000+0000,(705)742-7331X1,(289) 927-4006,paul@harbrfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUbXfYAK,False,,24408157,0030A0000029hr1QAA,0010A000002w5eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login -authentication failed,Medium,"*12/9*
----------------
70540

Failed authentication , did not know last login or even the month it took place in 
*email*
----------------
Good afternoon Jane, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace. Unfortunately, you were unable to answer when your last successful log to Workspace was. Please consult your MGA for this information so we can assist you next time. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T00:33:25.000+0000,False,False,005OH000008919xYAA,2025-12-09T21:33:45.000+0000,005OH000008919xYAA,2025-12-10T00:33:25.000+0000,005OH000008919xYAA,2025-12-10T00:33:25.000+0000,(604)317-7934,(604) 317-7934,geoffy@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUcWxYAK,False,,24408997,0030A0000029eJwQAI,0010A000002w2iVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:51:03.000+0000,False,False,005OH000006owoYYAQ,2025-12-09T21:51:03.000+0000,005OH000006owoYYAQ,2025-12-09T21:51:04.000+0000,005OH000006owoYYAQ,2025-12-09T21:51:04.000+0000,(306)445-0205,,sreichert@assante.com,(306)445-0640,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUfMmYAK,False,,24409702,003G0000018f7LfIAI,0010A000002wPRLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/9*
----------------
everytime we log into Workspace, it has an authenticator code on her google, sometimes when she is outside of the country, she wants to use her phone to log in.
YIGUANG LI
i tried to use the cell phone to log in, it's not convient 


they are using a browser authenticator 
f2998
disconnected old authenticator and reconnected the new authenticator 

*email*
----------------

Good afternoon Ellen, 

Thank you for contacting the Workspace Support Team with your authenticator issue. 

You were using the browser-based authenticator which was causing issues when you wanted to access Workspace from your phone. We were able to disconnect the old app and then walk you through setting up the new one. If you have any questions or concerns, please reply to this email

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T22:22:24.000+0000,False,False,005OH000008919xYAA,2025-12-09T22:07:27.000+0000,005OH000008919xYAA,2025-12-09T22:22:24.000+0000,005OH000008919xYAA,2025-12-09T22:22:24.000+0000,(604)438-1232X6321,(604) 506-8793,ellen.li@wisdomstarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUfRdYAK,False,,24411173,0030A0000029pnpQAA,0010A000002wCATQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T22:52:59.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T22:52:59.000+0000,005OH00000BfjndYAB,2025-12-09T22:53:00.000+0000,005OH00000BfjndYAB,2025-12-09T22:53:00.000+0000,(250)782-6955,,haapala@pris.bc.ca,(250)782-9547,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUfUrYAK,False,,24410736,003OH00000M95QcYAJ,001OH00000QuljtYAB,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Primerica - Registration issue,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): P8463
-Advisor email address:danylepage@primerica.com

Call details: Caller is having an issue registering, as they reached the step6 of registration and kept getting a message that ''something went wrong, please checked you've entered your email address correctly''
Using LogMeIn, we confirmed that the user was entering the correct email address (based on their records and Siebel): DANYLEPAGE@PRIMERICA.COM

Ressources: 
CIAM - Validating a user can register - KB0023735
CIAM - Registration Steps-KB0023476 
CIAM - Something went wrong (Registration Error)-KB0023629 

Issue to be handled by Assist team (J V.)",False,,False,False,005OH00000AbCcLYAV,2025-12-09T22:38:12.000+0000,005OH00000AbCcLYAV,2025-12-09T22:49:44.000+0000,005OH00000AbCcLYAV,2025-12-09T22:49:44.000+0000,(514)823-7032,,danylepage@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUfuhYAC,False,,24410209,0030A0000029W9zQAE,0010A000002vvyvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,DSFA - when adding money to an existing policy the advisor code does not match the servicing advisor - WSL - INC1969568,Medium,"*** DDS 27JAN2026 ***
****DSFA Jan 26****
We've confirmed that the Advisor can still submit the subsequent premium with the code referenced. This code the Advisor sees in the sub prem UI reflects their ""Dealer code - Producer code"" and looks to match up to the same values in Siebel, so it is still correct at that level. This does not include the exact FundServ code for the Advisor, but Operations will still accept the request with the Producer code listed. The subsequent premium will be processed on the policy referenced in the sub prem request and the existing Advisor code listed on that policy in the back end system will be used, no changes there. Thanks! 

advised user

*** DDS 16JAN2026 ***
INC1969568 submitted
--------------------------------
DSFA - when adding money to an existing policy the advisor code does not match the servicing advisor
Advisor or Support Staff: advisor
Email: dennis@carsonfinancial.ca
KBA used: 
Findings:
Troubleshooting steps involved

=========================emails==================================

Good morning Jacob,

We have heard back from our DSFA Tier 3 team regarding Dennis Carson’s FundServ code when submitting subsequent premium applications. They have advised the following:

We've confirmed that the Advisor can still submit the subsequent premium with the code referenced. This code the Advisor sees in the sub prem UI reflects their ""Dealer code - Producer code"" and looks to match up to the same values in our systems, so it is still correct at that level. This does not include the exact FundServ code for the Advisor, but Operations will still accept the request with the Producer code listed. The subsequent premium will be processed on the policy referenced in the sub prem request and the existing Advisor code listed on that policy in the back-end system will be used, no changes there. Thanks!

Please let me know if you have any questions or if there is anything else we can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-888-999-4516 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: CLWorkspacesupport@canadalife.com 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hi @Workspace Service Leaders, 

The advisor  (Dennis Carson) wants to know if its normal that the fundserv code displayed on the applicatio is 3130-B6679 instead of their expected 3130-T1011 fundserv code. Their insurance code is B6679 so they don’t understand why the fundserv code displayed is a mix of their isurance code and fundserv code.


 
Carl Dombrowski
Digital Distribution Support Specialist  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 




Hi Jacob, 

We’ve reviewed your request, and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action currently. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 




From: Menjivar, Jacob <Jacob.Menjivar@canadalife.com> 
Sent: Tuesday, January 13, 2026 2:54 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: New Seg fund additional deposit option - C24410209

Good afternoon,

This is the document that the advisor provided to me with the following message.

“Attached is the first page of one that I completed a couple days ago. You can see my code in the top right is 3130-B6679. B6679 is my insurance code and T1011 is my fundserve code that I want is under. But as long is it is working and if Canada Life knows how to make it work I'm cool with it.”

We want to make sure that he won’t be running into any issues.

Thanks,
Jacob




Hi Jacob, 

Would it be possible to get a screenshot from the advisor showing where they are saying the comp code associated with this policy which is causing confusion? 

Workspace Support team members are not expert in compensation related issue. This will allow us to better understand their issue and find the appropriate resource or team that will be able to provide further guidance to the advisor. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Menjivar, Jacob <Jacob.Menjivar@canadalife.com> 
Sent: Wednesday, January 7, 2026 4:55 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: New Seg fund additional deposit option - C24410209

Good Afternoon,

Is there any way to confirm the type of code that should be used for this subsequent premiums inquiry? This advisor has been having a ton of issues with his advisor code at Canada Life and is wondering why it is just him. It’s quite frustrating given that he brings a strong relationship to Canada Life and there hasn’t been consistency with how we present ourselves to him.

Please advise, thank you.

Jacob 

Jacob Menjivar
Business Development Manager, Wealth Management
(403) 777 – 5853 jacob.menjivar@canadalife.com

In partnership with:


Hi Jacob,

Thank you for contacting Workspace Support.  

I’ve reviewed your concern about the advisor code showing a different Fundserv code when using the “Deposit Additional Money” option. Here’s what you need to know:

•	The system should display the correct servicing advisor code for the policy. If the code shown does not match what you expect, do not proceed with collecting signatures or submitting the transaction yet.
•	Please confirm with the Client Service Centre that the servicing advisor code for this policy is correct. This ensures there are no back-end issues with processing or compensation.
•	If the code is incorrect, the application should not be submitted until the discrepancy is resolved. 

The advisor can call Client Services at 1-888-252-1847. Their hours of operation are Monday to Friday, 8:00 a.m. – 6:00 p.m. EST.

Let us know if you have any additional questions. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Menjivar, Jacob <Jacob.Menjivar@canadalife.com> 
Sent: Monday, December 8, 2025 1:06 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Stampe, Derek <Derek.Stampe@canadalife.com>; Lewis, Ethan <ethan.lewis@canadalife.com>
Subject: RE: New Seg fund additional deposit option

Good Afternoon,

I just had an advisor reach out with questions pertaining to the Subsequent premiums feature on workspace. Mainly regarding the EFT form.

As this is a new feature, would we be able to confirm that no issue will be arising with the document submission?

Thanks,
Jacob

Jacob Menjivar
Business Development Manager, Wealth Management
(403) 777 – 5853 jacob.menjivar@canadalife.com

In partnership with:

Derek Stampe
Director of Business Development, Wealth Management
(306) 261 – 6338 derek.stampe@canadalife.com

Ethan Lewis
Business Development Associate, Wealth Management
(403) 777 – 5851 ethan.lewis@canadalife.com 

 

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We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Dennis Carson <dennis@carsonfinancial.ca> 
Sent: December 8, 2025 1:58 PM
To: Menjivar, Jacob <Jacob.Menjivar@canadalife.com>
Subject: [EXT] New Seg fund additional deposit option

Hi Jacob. As per our phone call. This is my first time using the deposit additional money option. My worry is that my advisor code came up as 3130-B6679. B6679 is my insurance code and my fundserve code is T1011. When I do a digital segfund
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ZjQcmQRYFpfptBannerEnd
Hi Jacob.

As per our phone call.  This is my first time using the deposit additional money option.

My worry is that my advisor code came up as 3130-B6679.  B6679 is my insurance code and my fundserve code is T1011.

When I do a digital segfund app it shows up as 3130-T1011.

The policy is question is 310044617.  I just want to confirm that the system putting my advisor code as B6679 isn't going to mess anything up on the back end going forward.

If you can find out any answers that I need that would be appreciated.

 
 
Dennis Carson 
Helping you achieve your Financial Freedom
 
Share your experience with us! Leave a google review HERE
 
Schedule an appointment with me
 
#1 - 75 Lenore Drive, Saskatoon, SK   S7K 7Y1
(Cell) 306-227-0599
(Fax) 306-500-4111
dennis@carsonfinancial.ca
 
**If you no longer wish to receive emails from my office, please send reply email to advise me. **
 
Save money on your mortgage insurance click to compare
 
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PLEASE NOTE: This e-mail, including attachment(s), and message is intended only for the named recipient(s) above and may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you have received this message in error, or are not the named recipient(s), please notify the sender immediately and delete this e-mail message without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  E.&O.",True,2025-12-09T22:21:11.000+0000,False,False,005OH000006wv2TYAQ,2025-12-09T22:21:11.000+0000,0055o000001zVCKAA2,2026-01-27T13:15:50.000+0000,005OH000006wv2TYAQ,2026-01-27T13:15:50.000+0000,(306)227-0599,,dennis@carsonfinancial.ca,(306)384-4658,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUgPKYA0,False,,24411104,0030A0000029hfUQAQ,0010A000002w5VpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration process,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Ok
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): E2541/D1527
-email address:'twila@advfinancial.ca'

Call details: Caller needed assistance registering their account on Repnet.
>>>Caller was using the wrong advisor code, we advised to use a different one and they were able to complete their registration on Repnet and advised to allow 48h to start their WS registration.
Caller also inquiored about the process to be added as a delegate for other advisors, and were provided the TPA form and the submission process.
-----------------------------------------------------------------EMAIL----------------------------------
Hi Twila,

It was a pleasure speaking on the phone with you earlier regarding your MGA Workspace registration .

Just a recap of what we did, we completed your registration IN Repnet and created your User ID for  your MGA account.

Please allow 48hours to start your Workspace registration.

To be added as a delegate, I have attached the Third-Party Access (TPA) form for your convenience. Please have your aligned advisor fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com 
 
Once Distribution Methodology processes this form, you should be able to access your advisors’ clients on the platform.
Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T23:41:11.000+0000,False,False,005OH00000AbCcLYAV,2025-12-09T22:50:15.000+0000,005OH00000AbCcLYAV,2025-12-09T23:41:11.000+0000,005OH00000AbCcLYAV,2025-12-09T23:41:11.000+0000,(403)381-9195,,ryan@advfinancial.ca,(403)380-2290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUgnRYAS,False,,24408977,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T21:50:30.000+0000,False,False,005OH000005URvxYAG,2025-12-09T21:50:30.000+0000,005OH000005URvxYAG,2025-12-09T21:50:31.000+0000,005OH000005URvxYAG,2025-12-09T21:50:31.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUgylYAC,False,,24410193,003OH00000O88ykYAB,001OH00000TK7MVYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T22:20:49.000+0000,False,False,005OH000005URvxYAG,2025-12-09T22:20:49.000+0000,005OH000005URvxYAG,2025-12-09T22:20:50.000+0000,005OH000005URvxYAG,2025-12-09T22:20:50.000+0000,(780)265-5898,,brsv_25@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUiAyYAK,False,,24411021,003OH00000M91l2YAB,001OH00000Quxx3YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Workspace Registration,Medium,"KB0023476 - Advisor is stuck in the registration process as the system is not accepting the Activation code. I confirm that the activation code he is using is the same as what we have in our end. Call assist, SL Jon took over the call.",True,2025-12-10T14:46:40.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T22:47:35.000+0000,005OH00000BFPZHYA5,2025-12-11T17:06:05.000+0000,005OH000001yNnZYAU,2025-12-11T17:06:05.000+0000,(403)561-4295,,tvalencia@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUixKYAS,False,,24409426,0035o000004VrztAAC,0015o0000054s9iAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T22:00:36.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T22:00:36.000+0000,005OH00000BfjndYAB,2025-12-09T22:00:37.000+0000,005OH00000BfjndYAB,2025-12-09T22:00:37.000+0000,(604)549-2487,(778) 860-6549,aquiles.rosales@prospera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUjrmYAC,False,,24410008,0030A000004r2qfQAA,0010A000005cmgvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T22:15:43.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T22:15:43.000+0000,005OH00000BfjndYAB,2025-12-09T22:15:44.000+0000,005OH00000BfjndYAB,2025-12-09T22:15:44.000+0000,(250)826-5679,(250) 826-5679,gwen.davis@coastcapitalsavings.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUkr9YAC,False,,24410853,0030A0000029jDSQAY,0010A000002w6lcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registartion,Medium,"***DDS Dec.11/2025***
User completed step 1 of the 2 step Workspace registration process but needed further assistance. Provided step by step info to complete their MGA Workspace registration. Advised the User to give us a call if they required further assistance to complete their Workspace registration.

***DDS Dec.9/2025***
User did not know her activation code nor User ID required for the Workspace registration.  Included user in the email asking distribution methodology to assist them in obtaining that info.

*****Email*****
Hello Gloria,

Thanks for contacting the Workspace Support team with regards to completing your MGA Workspace Registration. 

It appears you have already completed step 1 of the 2-step registration process which required your Activation Code. Using the User ID GVALDEZ04 please proceed with step 2 of the registration process.

Once you’re ready, please follow the steps below.

Step 1: Click on the link https://lifeco.my.site.com/workspace/s/login/SelfRegister
Step 2: Enter your RepNet ID ( User ID Provided in this email) and Password.
Step 3: Enter your Comp code. ( Your Advisor code)
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
To log into Workspace, click on this link https://lifeco.my.site.com/workspace/s/

If you would like to connect with the Workspace Support team over the phone for further assistance with your registration, please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
Our team is available between the hours of 8am to 8pm EST, M-F.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Gloria,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding your Workspace registration. 

As discussed, you will need to obtain your Activation code and User ID from our Distribution methodology team before proceeding.

@Distribution Methodology can you please assist the Advisor with obtaining the Activation Code and their User ID to complete their Workspace registration. 

Thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T22:59:47.000+0000,False,False,005OH00000BFQFBYA5,2025-12-09T22:42:05.000+0000,005OH00000BFQFBYA5,2025-12-11T20:54:19.000+0000,005OH00000BFQFBYA5,2025-12-11T20:54:19.000+0000,(164)770-2887,,gvaldez04@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUpE3YAK,False,,24410944,003G0000018f6z1IAA,0010A000002wP1fQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User unable to access product illustration,Medium,"****DDS****12/09/25 

Authenticated user as per KB0021888 and assisted user to reset their LL user ID (KB0023420) for access to product illustrations
User tried logging into WS with user ID password which locked the account after many attempts
Unlocked account and sent PW reset link
 
============================================================================================= 
 
****Email Chain****

Bonjour Jean-Paul,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant Illustration des Produits.

Je suis ravie d’avoir pu vous assister à réinitialiser votre mot de passe qui vous a permis d’accéder le logiciel Illustration des Produits. 

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T22:52:03.000+0000,False,False,005OH0000097FtCYAU,2025-12-09T22:44:51.000+0000,005OH0000097FtCYAU,2025-12-09T23:27:18.000+0000,005OH0000097FtCYAU,2025-12-13T02:02:28.000+0000,(450)390-3662,(819) 823-2541,jean-paul@prservicesfinanciers.com,(819)564-2039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUpYzYAK,False,,24410493,003G0000018f7IHIAY,0010A000002wPNXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access - ERR-W1283,Medium,"KB0017399 - assisted the advisor in resetting the password successfully.
=======================================

Hi Mike,

Thank you for contacting the workspace support about getting an error ERR-W1283 when trying to access workspace.

We were able to unlock your access, and you were able to reset your password successfully. We can also confirm that you were able to regain access to workspace. I can suggest that when you try to sign in to workspace avoid using saved information, instead manually put in the details such as email ,password and association. You may also keep note of your newly created password as reference.

We appreciate your patience in going through the process again and thank you for calling us today. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-09T22:42:48.000+0000,False,False,005OH00000BFPZHYA5,2025-12-09T22:29:45.000+0000,005OH00000BFPZHYA5,2025-12-09T23:30:08.000+0000,005OH00000BFPZHYA5,2025-12-09T23:30:08.000+0000,(905)599-4107,9055994107,mike@dorvalprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUpsNYAS,False,,24411266,0030A0000029p9DQAQ,0010A000002wBfSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T22:56:37.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T22:56:37.000+0000,005OH00000BfjndYAB,2025-12-09T22:56:37.000+0000,005OH00000BfjndYAB,2025-12-09T22:56:37.000+0000,(604)267-1291,,bobcowan@telus.net,(604)267-1294,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUrCdYAK,False,,24411147,0030A000004DRRoQAO,0010A000004ycekQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T22:51:55.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T22:51:55.000+0000,005OH00000BfjndYAB,2025-12-09T22:51:56.000+0000,005OH00000BfjndYAB,2025-12-09T22:51:56.000+0000,(604)685-6521X4252,(778) 873-2312,jay@jayetheringtonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUruAYAS,False,,24411348,003OH00000M95K1YAJ,001OH00000QuqGrYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue - Primerica,Medium,"***DDS Dec.12/2025***
Authenticated the Advisor, did a logmein session and performed some trouble shooting steps, followed KB0023534 /KB0023477 . Confirmed email address on file was correct & initiated the password reset. Disconnected/reconnected the Authenticator associated with the user's account and user was able to log in/log out and log back in successfully with no issues.

***DDS Dec.11/2025***
Set up a call with the user for Friday, Dec.12/2025 at 10;30 am PST to help resolve the user's Workspace access issues.

***DDS Dec.9/2025***
Primerica user was having issues accessing their Workspace account. Getting the 'incorrect password or email' prompt. Authenticated user and did a logmein session cleared cookies/cache data and had the user try the forgot password link a few times but he was not recieving the email that contained the OTP . Eventually sent the reset the password link to the user directly. User was able to log in successfully but when I get the user to log out and try to log back in again he encounters the same issue where it says password is incorrect. Took a screenshot of prompt for further investigation.

REF KB: KB0023477

*****Email*****
Hello Jacky,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding your Workspace access issue.

During our call, we confirmed your email address on file was correct and we then disconnected/reconnected the Authenticator to your Workspace account.
As a reminder, whenever you log in to your Workspace account, please open the Google Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any other questions or come across any other issues - please don’t hesitate to reach out to us and we will be happy to assist you!

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: CL Workspace Support 
Sent: December 11, 2025 10:40 AM
To: JACKY CHI KAU CHUNG <JACKYCHIKAUCHUNG@PRIMERICA.COM>
Subject: RE: Workspace access issue - Case - 24411348

Hello Jacky,

Thank you for providing those dates and times for us to connect. Friday, Dec 12, at 10:30am PST works for me. I will give you a call on the phone number we have on file which is (604) 876-3867.

Take care.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: JACKY CHI KAU CHUNG <JACKYCHIKAUCHUNG@PRIMERICA.COM> 
Sent: December 10, 2025 11:43 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace access issue - Case - 24411348

Thank you very much for reaching out to me. How about BC pacific time 1) Friday Dec 12, 10: 30am 2) Friday Dec 12, 1: 30pm 3) Monday Dec 15, 10am Thank you very much for your help. Blessings, jacky Jacky Chung jackychikauchung@ primerica. com (604)629-8610
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you very much for reaching out to me.

How about BC pacific time

1) Friday Dec 12, 10:30am
2) Friday Dec 12, 1:30pm
3) Monday Dec 15, 10am

Thank you very much for your help.

Blessings,
jacky


Jacky Chung 

 
jackychikauchung@primerica.com
(604)629-8610
 
You are receiving this message from Jacky Chung on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively “Primerica”), branch office located at 1985 East 39th Avenue, Vancouver, BC V5P 1H5. I can be reached at (604)629-8610.

________________________________________
From: ""CL Workspace Support"" <CLWorkspaceSupport@canadalife.com>
To: ""JACKY CHI KAU CHUNG"" <jackychikauchung@primerica.com>
Sent: Wednesday, December 10, 2025 10:00:03 AM
Subject: RE: Workspace access issue - Case - 24411348

CAUTION:	External emails may contain unsafe links/attachments

Hello Jacky,
 
I would like to set up a phone call with you to resolve the Workspace access issue you were having. 
Please provide 3 dates and times that are convenient to you and once the date and time is confirmed, I will give you a call on the phone number we have on file for you.
 
Thanks.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 9, 2025 4:41 PM
To: jackychikauchung@primerica.com
Subject: Workspace access issue - Case - 24411348
 
Hello Jacky,
 
Thanks for contacting the Workspace Support team regarding your recent Workspace access issue.
 
During our call, we were able to reset your password which then granted you access to your Workspace account.
However, when I had you log out and try to log back in, you were still encountering issues such as the “incorrect sign-in info” prompt.
I’m going to have this escalated for further investigation. We will reach out to you directly as soon as we have an update.
 
If you have any additional questions or require further support, please do not hesitate to reach out to us.
 
Have a great night!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 

If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-09T23:37:24.000+0000,False,False,005OH00000BFQFBYA5,2025-12-09T22:59:40.000+0000,005OH00000BFQFBYA5,2025-12-12T19:28:43.000+0000,005OH00000BFQFBYA5,2025-12-12T19:28:43.000+0000,(604)876-3867,,jackychikauchung@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUuwtYAC,False,,24412146,003OH00000M958iYAB,001OH00000QurCuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/09/25 

Authenticated user as per KB0021888 - directed user to get verification on their MFA to access WS
User signed in successfully 
 
============================================================================================= 
 
****Email Chain****

Salut François,

C’est Lawrie pour un petit suivi sur notre appel. Je suis heureuse d’avoir pu vous aider avec le problème d’accès sur Espace affaires.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T23:32:27.000+0000,False,False,005OH0000097FtCYAU,2025-12-09T23:32:27.000+0000,005OH0000097FtCYAU,2025-12-09T23:38:27.000+0000,005OH0000097FtCYAU,2025-12-09T23:38:27.000+0000,(514)743-4807,,francoisfiset@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hUyPNYA0,False,,24411421,0035o000004VrztAAC,0015o0000054s9iAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support login- authentication failed,Medium,"*12/9*
----------------
Aquiles Rosales
rs8q 7799
d8556

AQUILES ROSALES

i dont have access to my workspace, i am not getting the email password reset, failed authentication 
did not know last login which was only a couple days ago, did not know what MGA or national account to follow up with

*email*
----------------
Good afternoon Aquiles, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You requested assistance with logging into Workspace. Unfortunately, you were unable to pass the authentication question of when your last successful log in was. We were unable to assist you at this time, please follow up with your firm ( the national account you sell products for ) and request your last known login attempt from them. If you have any questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T00:06:10.000+0000,False,False,005OH000008919xYAA,2025-12-09T23:02:35.000+0000,005OH000008919xYAA,2025-12-10T00:06:30.000+0000,005OH000008919xYAA,2025-12-10T00:06:30.000+0000,(604)549-2487,(778) 860-6549,aquiles.rosales@prospera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hV13tYAC,False,,24411610,0030A000004CczgQAC,0010A000004xldCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration inquiry -  Adding a delegate,Medium,"Authenticated? N/A
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: No
-Province of practice: N/A
-Used LogMeIn? No
-Advisor code(s): C3313
-Email address:ironhorse@sunlife.com

Call details: Caller is asking if they have a WS account as according to them they had access to their advisor's clients previously.
>>>Confirmed to the caller that they don't have any active account on WS and that their advisor should submit a tpa form to add them as a delegate and then proceed with the registration process.
--------------------------------------------EMAIL---------------------------------------
Hi Jill, 

Thank you for reaching out to the Workspace support team!

To be added as a delegate, I have attached the Third-Party Access (TPA) form for your convenience. Please have your aligned advisor fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com. 
 
Once Distribution Methodology processes this form, you should be able to access your advisors’ clients on the platform.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

If there is anything else we can assist you with, please do not hesitate to reach out. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
  
Fatima B.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T23:36:27.000+0000,False,False,005OH00000AbCcLYAV,2025-12-09T23:11:23.000+0000,005OH00000AbCcLYAV,2025-12-09T23:36:27.000+0000,005OH00000AbCcLYAV,2025-12-09T23:36:27.000+0000,(519)497-3719,,ironhorse@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hV3DmYAK,False,,24412855,003OH00000YlGU5YAN,001OH00000iB7wPYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/9*
----------------

SCOTT FELDMAN

i just got contracted with CL last week, went to register with workspace i think i got it set up. it wont let me in. 
walked through registration of workspace and MFA. logged in
h9175

*email*
----------------

Good afternoon Scott, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to register for Workspace but tried to do it too early last Friday. We were able to guide you to the registration page where you were able to register your account and log in successfully. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T00:25:44.000+0000,False,False,005OH000008919xYAA,2025-12-10T00:12:54.000+0000,005OH000008919xYAA,2025-12-10T00:25:44.000+0000,005OH000008919xYAA,2025-12-10T00:25:44.000+0000,(647)339-7309,,scottfeldman84@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hV4HtYAK,False,,24411785,0030A0000029V3SQAU,0010A000002vv5sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/9*
----------------

IVAN VAZQUEZ-ALATORRE
Ivan Vazquez
a0482
d6294
91816492
i just got a new phone need to add it to my new phone
disconnected old app
walked through registering new app


*email*
----------------

Good afternoon Ivan, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You received a new phone and need to transfer the app to the new device. We were able to disconnect the old authenticator and reconnect the new one without issue, you logged into Workspace successfully. If you have any questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T23:29:34.000+0000,False,False,005OH000008919xYAA,2025-12-09T23:18:53.000+0000,005OH000008919xYAA,2025-12-09T23:29:34.000+0000,005OH000008919xYAA,2025-12-09T23:29:34.000+0000,(250)585-0377,,ivan@ivanwealth.com,(250)585-0378,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hV9JEYA0,False,,24412937,003OH00000M98gSYAR,001OH00000QuxnAYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Registration and MFA issue,Medium,"Orig: Case 24376670

KB0023734 -KB0023469-KB0023476

JOCELYN C CHUA
Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (1)
-Firm/MGA name: Ok
-Province of practice: Yes
-Physical address: Yes
-Used LogMeIn? No, used Teams meeting 
-Advisor code(s): P2917
-Advisor email address:JCHUA.7BXAX@PRIMERICA.COM

Call details: Caller needed assistance registering their account (CIAM) but they have issues authenticating their account, after checking the user time, it seems that they are 10min later than the PST time (located on BC), as their system didn't allow the time change without the admin access they were advised to reach out to their IT admin and/or Help desk for assistance.

User preferred to take notes of the HD phone number.",True,2025-12-10T01:07:34.000+0000,False,False,005OH00000AbCcLYAV,2025-12-10T00:18:22.000+0000,005OH00000AbCcLYAV,2025-12-10T01:20:59.000+0000,005OH00000AbCcLYAV,2025-12-10T01:20:59.000+0000,(778)834-5460,,jchua.7bxax@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hVAaFYAW,False,,24412786,003G0000018f6vmIAA,0010A000002wOxeQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustrations issue,Medium,"Authenticated? Yes.
-Full name: Ok
-2AAC: Ok (2)
-Firm/MGA name: Yes
-Physical address:Yes
-Province of practice: Yes
-Used LogMeIn? Yes
-Advisor code(s): F7350/F2943
-Advisor email address:Lin, ChenDong <U@chendonglin.ca>

Call details: Caller needed to reset their ISAM account to be able to run LL illustrations.>>>After reset user was able to access their illustrations account successfully.



-----------------------------------------EMAIL----------------------------------------
Hi Chendong,

It was a pleasure speaking on the phone with you earlier regarding your LL illustrations issue.

I'm glad that the issue is resolved and you were able to run an illustration successfully.

Just a recap of what we did, we reset your Repnet password which allowed you the access to your LL illustrations software successfully.

Should you have any further questions or require assistance, please do not hesitate to reach out.

	We’d love your feedback! Just a minute of your time makes a big difference, if you could please,  fill out our Survey 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

Warm Regards, 
Fatima B.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T01:11:47.000+0000,False,False,005OH00000AbCcLYAV,2025-12-10T00:07:26.000+0000,005OH00000AbCcLYAV,2025-12-10T01:16:48.000+0000,005OH00000AbCcLYAV,2025-12-13T02:02:28.000+0000,(604)816-3998,(604) 816-3998,u@chendonglin.ca,(604)438-7799,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbCcLYAV,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hVAtdYAG,False,,24412652,003OH00000Uhye2YAB,001OH00000bSFwaYAG,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/09/25 

As per the new process for authentication, user was advised to call us to assist with their MGA registration. 
============================================================================================= 
 
****Email Chain****

Bonjour Émile,

Nous avons reçu une demande d'assistance concernant votre inscription sur Espace Affaires.
 
 Pour vous aider, nous devons communiquer avec vous directement par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 9, 2025 6:54 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Arsenault, Emile <earseneault@lussier.co>
Subject: FW: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - En Vigueur le - ADSL

Hi team,

Can you please review the below email and assist Emile on accessing his Workspace account?

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Arseneault, Emile <earseneault@lussier.co> 
Sent: December-08-25 02:12 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - En Vigueur le - ADSL

marche toujours pas Émile ARSENEAULT  Conseiller en sécurité financière L'assurance de 100 ans d'expérience T 418 543-3767 #17308 SF 1 855 587 7437 #17308 C 825 852-1428 earseneault@ lussier. co 730 255, rue Racine Est Chicoutimi (Québec)
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
marche toujours pas  

Émile	 	ARSENEAULT	


Conseiller en sécurité financière


 

	L'assurance de
100 ans d'expérience
	T   418 543-3767 #17308


SF  1 855 587 7437 #17308

C   825 852-1428


earseneault@lussier.co







730 255, rue Racine Est
Chicoutimi (Québec) G7H 7L2	 




Ce message est confidentiel et il est destiné uniquement aux personnes à qui il a été adressé. Toute utilisation ou communication non autorisée du présent message est interdite. Si vous ne souhaitez plus recevoir de courriel de notre part, veuillez l’indiquer en répondant à ce message. MDMarque de commerce déposée de Lussier Cabinet de services financiers inc. This message is confidential, and is intended for the above-named recipient(s) only. Any unauthorized use or disclosure of this message is prohibited. If you no longer wish to receive emails from us, please let us know by replying to this message. MDRegistered trademark of Lussier Financial Services Firm Inc.




________________________________________
De : Distribution Methodology <Distribution_Methodology@canadalife.com>
Envoyé : 8 décembre 2025 13:23
À : Arseneault, Emile <earseneault@lussier.co>
Cc : Distribution Methodology <Distribution_Methodology@canadalife.com>
Objet : RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - En Vigueur le - ADSL 
 
ATTENTION: Ce courriel provient de l’extérieur de Lussier. Veuillez porter une attention particulière aux pièces jointes et liens URL pouvant s’y trouver! 
ATTENTION: This email originates from an external network. Please pay particular attention to attachments and URL links that may be there!

Bonjour Emile,
 
Nous vous prions de nous excuser pour la confusion. Après avoir revérifié notre système, nous avons constaté que vous avez terminé la création de votre identifiant utilisateur - EMILECANADAVIE. Vous devez donc passer à l’étape suivante, à savoir compléter l’ÉTAPE 2, si cela n’a pas encore été fait. Si vous avez déjà complété cette étape mais que vous rencontrez toujours des problèmes pour accéder à votre espace de travail, veuillez contacter notre équipe d’assistance Workspace pour obtenir une aide supplémentaire.
 
ÉTAPE 2: Inscrivez-vous à l’Espace affaires 
Cliquez ici pour vous inscrire.
•	L’Espace affaires fonctionne avec un outil d’authentification multifacteur pour protéger vos données et celles de vos clients. Nous vous recommandons d’utiliser l’application gratuite Salesforce Authenticator.
o	Les utilisateurs d’un iPhone peuvent obtenir l’application à partir de l'App Store.
o	Les utilisateurs d’un appareil Android peuvent obtenir l’application à partir de Google Play.
Le  page de ressources sur l’Espace affaires est votre guichet unique pour accéder aux ressources dont vous avez besoin et apprendre comment utiliser l’Espace affaires
 
Merci,
 
Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Arseneault, Emile <earseneault@lussier.co> 
Sent: December-08-25 10:22 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - En Vigueur le - ADSL
 
Cela ne marche pas, quand je m'inscrit ca me dit que je suis déja inscrit. Émile ARSENEAULT  Conseiller en sécurité financière L'assurance de 100 ans d'expérience T 418 543-3767 #17308 SF 1 855 587 7437 #17308 C 825 852-1428 earseneault@ lussier. co
Cela ne marche pas, quand je m'inscrit ca me dit que je suis déja inscrit.
 
Émile	 	ARSENEAULT	


Conseiller en sécurité financière


 

	L'assurance de
100 ans d'expérience
	T   418 543-3767 #17308


SF  1 855 587 7437 #17308

C   825 852-1428


earseneault@lussier.co







730 255, rue Racine Est
Chicoutimi (Québec) G7H 7L2	 




Ce message est confidentiel et il est destiné uniquement aux personnes à qui il a été adressé. Toute utilisation ou communication non autorisée du présent message est interdite. Si vous ne souhaitez plus recevoir de courriel de notre part, veuillez l’indiquer en répondant à ce message. MDMarque de commerce déposée de Lussier Cabinet de services financiers inc. This message is confidential, and is intended for the above-named recipient(s) only. Any unauthorized use or disclosure of this message is prohibited. If you no longer wish to receive emails from us, please let us know by replying to this message. MDRegistered trademark of Lussier Financial Services Firm Inc.




________________________________________
De : Distribution Methodology <Distribution_Methodology@canadalife.com>
Envoyé : 2 décembre 2025 21:00
À : Arseneault, Emile <earseneault@lussier.co>
Objet : Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - En Vigueur le - ADSL 
 
ATTENTION: Ce courriel provient de l’extérieur de Lussier. Veuillez porter une attention particulière aux pièces jointes et liens URL pouvant s’y trouver! 
ATTENTION: This email originates from an external network. Please pay particular attention to attachments and URL links that may be there!
 
 
Bienvenue à l’Espace affaires de la Canada Vie
Les renseignements contenus dans le présent message ne concernent que vous. Pour des raisons de sécurité, veuillez ne pas transmettre cette information à d’autres personnes.
Bienvenue à l’Espace affaires de la Canada Vie, une plateforme numérique qui vous permet de voir vos affaires de la Canada Vie, de modifier les renseignements sur les clients, de trouver les formulaires dont vous avez besoin et d’accéder à d’autres ressources et outils.
Lors de l’inscription, veuillez suivre ces étapes :
•	Le processus d’inscription comprend deux étapes obligatoires : la création du nom d’utilisateur, puis l’inscription à l’Espace affaires.
•	Veuillez ne pas utiliser votre numéro d’identification de l’employé pour le nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep) afin d’éviter des problèmes de système.
•	Ce n'est pas permis de partager un nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep).
•	Vous devez utiliser l’adresse courriel indiquée ci-dessous pour vous inscrire à tous les services en ligne.
•	Une fois que vous obtenez un nom d’utilisateur, attendez 2 jours ouvrables pour vous inscrire à l’Espace affaires.
•	L’Espace affaires comporte deux versions distinctes : une pour les affaires Directes de Canada Vie et une autre pour les affaires via les AGD. Même si vous êtes déjà inscrit à la version AGD, une inscription séparée est requise pour accéder à la version Directe et consulter vos affaires.
Vos informations d'enregistrement
Nom:	Emile Arseneault
Code de conseiller*:	
Code d’activation:	1-1F1FTHK
Adresse courriel:	earseneault@lussier.co

* Code de conseiller, aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie
ÉTAPE 1 : Inscrivez-vous pour obtenir un nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep) 
Cliquez ici pour commencer et suivez les directives pour vous inscrire.
•	Rappel : attendez 2 jours ouvrables après avoir reçu votre nom d’utilisateur avant de passer à l’ÉTAPE 2.
ÉTAPE 2: Inscrivez-vous à l’Espace affaires 
Cliquez ici pour vous inscrire.
•	L’Espace affaires fonctionne avec un outil d’authentification multifacteur pour protéger vos données et celles de vos clients. Nous vous recommandons d’utiliser l’application gratuite Salesforce Authenticator.
o	Les utilisateurs d’un iPhone peuvent obtenir l’application à partir de l'App Store.
o	Les utilisateurs d’un appareil Android peuvent obtenir l’application à partir de Google Play.
•	Le  page de ressources sur l’Espace affaires est votre guichet unique pour accéder aux ressources dont vous avez besoin et apprendre comment utiliser l’Espace affaires
Accorder l’accès à titre de tiers à votre équipe de soutien (optionnel)
•	Pour accorder l’accès à titre de tiers, veuillez remplir le formulaire ci-joint et indiquer tous les employés qui devraient avoir un accès à titre de délégué à votre bloc d’affaires. Ce formulaire est aussi disponible dans l’Espace affaires.
•	Nous enverrons à chacun d’eux un courriel personnel dans lequel ils trouveront un code d’activation qui leur permettra d’obtenir un nom d’utilisateur et s’inscrire à l’Espace affaires. Ils auront besoin que vous leur fournissiez votre code de conseiller.
•	S’il y a des changements apportés à votre personnel, veuillez en faire part à l’équipe Méthodologie de la distribution afin qu’elle puisse mettre à jour votre liste d’employés ayant un accès à titre de tiers.
 
Merci,
 
 
Distribution Methodology
The Canada Life Assurance Company
 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com     Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-09T23:58:53.000+0000,False,False,005OH0000097FtCYAU,2025-12-09T23:58:53.000+0000,005OH0000097FtCYAU,2025-12-10T00:03:01.000+0000,005OH0000097FtCYAU,2025-12-10T00:03:01.000+0000,(581)560-9325,,earseneault@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hVBBMYA4,False,,24412523,0035o000004VrztAAC,0015o0000054s9iAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-09T23:51:14.000+0000,False,False,005OH00000BfjndYAB,2025-12-09T23:51:14.000+0000,005OH00000BfjndYAB,2025-12-09T23:51:15.000+0000,005OH00000BfjndYAB,2025-12-09T23:51:15.000+0000,(604)549-2487,(778) 860-6549,aquiles.rosales@prospera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hVCXFYA4,False,,24412673,003OH00000M96ZgYAJ,001OH00000QuqyfYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration - Primerica,Medium,"***DDS Dec.9/2025***
User was having issues registering for Primerica Workspace. Authenticated user and did a logmein session. User was getting stuck on the 'Register for Workspace"" page confirmed he was entering his name/email correctly and creating a password that passed the password requirements. Took a screenshot of the prompt coming up and advised the user we would investigate further and reach back out to them directly via email. * Sent an email to L2 included supporting info necessary to investigate further and a screenshot of the prompt that was coming up.

REF KB: KB0023629 / KB0023533 / KB0023477  

*****Email*****

Hello @Workspace Service Leaders,

User was having issues registering for Primerica Workspace, they were getting stuck on the 'Register for Workspace"" page. Confirmed user was entering his Name/Email correctly and creating a password that passed the password requirement, but he was still getting stuck on that page. Tried the first name as Paul Eugene and Paul only and still encountered the same issue.

Salesforce ID: https://lifeco.lightning.force.com/lightning/r/Contact/003OH00000KLFdLYAX/view
User Name: PAUL EUGENE PALARDY
User Email: ppalardy@primerica.com
Description of issue (e.g. error code): User is entering the correct Name/email address when registering but encountering issues.
Screenshot: attached

 

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 9, 2025 5:41 PM
To: ppalardy@primerica.com
Subject: Workspace registration Primerica - Case - 24412673

Hello Paul,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding your Primerica Workspace Registration.

During our call, we were encountering an issue when trying to proceed with the registration steps where it would not allow you to continue even though all your information was correct.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T00:26:48.000+0000,False,False,005OH00000BFQFBYA5,2025-12-10T00:00:04.000+0000,005OH00000BFQFBYA5,2025-12-10T00:49:36.000+0000,005OH00000BFQFBYA5,2025-12-10T00:49:36.000+0000,(403)467-4935,,ppalardy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hVSfcYAG,False,,24413925,0030A0000029mmVQAQ,0010A000002w9kEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T04:57:24.000+0000,False,False,005OH00000BRMMHYA5,2025-12-10T04:07:19.000+0000,005OH00000BRMMHYA5,2025-12-10T04:57:24.000+0000,005OH00000BRMMHYA5,2025-12-10T04:57:24.000+0000,(416)597-1456,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BRMMHYA5,,,,,,,0.0,0.0,0.0,,False,114.0
500OH00000hVugUYAS,False,,24417399,0030A0000029cWdQAI,0010A000002w1DwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor wanted to sign into workspace and have their email updated.
**********
Hi Dominic   , thank you for contacting the workspace support today.

To recap our call, you were locked out of workspace. I was able to unlock the account and have you reses your password. You were also concerned about your email being up to date you will need to email contracts&compensation@canadalife.com. To have your assistant set up within workspace I have provided a Third-Party access form that will need to be filled out by you and emailed to the email within the form.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T14:59:01.000+0000,False,False,005OH00000BFQFCYA5,2025-12-10T14:42:48.000+0000,005OH00000BFQFCYA5,2025-12-10T16:32:45.000+0000,005OH00000BFQFCYA5,2025-12-10T16:32:45.000+0000,(506)777-3325,,dominic@roybyrns.com,(506)858-8093,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hVv3PYAS,False,,24422152,0030A0000029XtPQAU,0010A000002vxPMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor wants to know updated policy value statement.
*****************
Hi Antionio      , thank you for contacting the workspace support today.

To recap our call, you had question on how you can get statements for your policy with the value for today. Right now, workspace only has the value from the date of June 30,2025. The client services can provide today’s value for you 1-888-252-1847.


If you are having any issues, please let me know in your response.



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T16:24:41.000+0000,False,False,005OH00000BFQFCYA5,2025-12-10T16:09:01.000+0000,005OH00000BFQFCYA5,2025-12-10T16:30:50.000+0000,005OH00000BFQFCYA5,2025-12-10T16:30:50.000+0000,,(514) 824-8837,tonycesta56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hVwlYYAS,False,,24430791,003OH00000M94T3YAJ,001OH00000QuxzuYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration #primerica,Medium,"*** DDS Dec 10th, 2025 ***
User wants to access Workspace account. Helped her register after authenticating with rotation 2, helped user register, verify email, change email and setup MFA. Sign in successful.
===============
Good afternoon Louise,

It was a pleasure speaking with you today to help you access your new Workspace account.

During our call I helped you finish registration, setup a link with an authenticator app and change your email address linked to your account.

I’m glad I was able to assist you today finishing registration with Workspace. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T18:41:28.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-10T18:12:20.000+0000,005OH00000AbJ7aYAF,2025-12-10T18:41:28.000+0000,005OH00000AbJ7aYAF,2025-12-10T18:41:28.000+0000,(780)915-5051,,lcrosby.jph88@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hW97YYAS,False,,24416281,003G0000018f6NWIAY,0010A000002wOMeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product Illustrations access,Medium,"*** DDS Dec 9th, 2025 ***
No access to PI. Asked to call us to reset password or setup call.
On callback, reset password and helped user access Product Illustrations. Authenticated with rotation 2.
================
Good afternoon May,

Thank you for accepting my call this morning to help you access Product illustrations.

During our call, I set up a temporary password and helped you update your username password. In the end using this password helped you access Product Illustrations.

I’m glad I was able to assist you today access Product Illustrations. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

==================
Good morning May,

Thank you for reaching out to Workspace Support.

For access to Product Illustrations, in order to reset the password to your LL username, you would have to call us so we can do it with you on the phone.

If you would like us to call you, you can reply with your phone number and 3 available times for a call later today or this week and we’ll setup a call to help you access Product Illustrations.

If you have any questions, don’t hesitate to reach out and we will gladly help.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-10T19:21:56.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-10T14:15:59.000+0000,005OH00000AbJ7aYAF,2025-12-10T19:21:56.000+0000,005OH00000AbJ7aYAF,2025-12-10T19:21:56.000+0000,(604)685-5355,,jason@velawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWDZNYA4,False,,24415629,003G0000018f7MHIAY,0010A000002wPRxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,403 Forbidden error-Conquest - INC1933081,Medium,"*** DDS 10DEC2025 ***
das confirmed user needs to re-subscribe, referred to BSS

*** DDS 10DEC2025 ***
INC1933081 submitted

Advisor was having trouble accessing the Conquest application through their Workspace account. They were getting a 403 forbidden error message. I was able to resolve the error by clearing the cache and cookies, but the advisor was still unable to add new clients in the Conquest application. called assist line escalated the issue. They will investigate further and follow up with the advisor.

-----------------------------EMAIL:

Hello Elie,

We have head back from our Digital Hub team and they have confirmed that you are in read-only status in Conquest, and you will need to re-subscribe to be able to use the platform. Please reach out to Business Systems Specialist, Nathan Masaila nathan.masiala@advicecanada.com who can assist you with this. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello Elie,

Thank you for contacting Workspace Support today regarding the Conquest error that you are getting when launching your client’s plan from Workspace. It was a pleasure speaking with you! As we discussed, we have escalated the issue to our Digital Hub team for investigation and we will follow up with you as soon as we hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T16:35:07.000+0000,False,False,005OH000006wv2TYAQ,2025-12-10T13:56:36.000+0000,005OH00000BFiyTYAT,2025-12-10T16:35:08.000+0000,005OH000006wv2TYAQ,2025-12-10T16:35:08.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWFZWYA4,False,,24419721,0030A000007QnUCQA0,0010A000008IatqQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:29:51.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T15:29:51.000+0000,005G0000002gxxjIAA,2025-12-10T15:29:51.000+0000,005G0000002gxxjIAA,2025-12-10T15:29:51.000+0000,(514)651-1479,(514) 651-1479,karim.darwiche@pactole.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWGfEYAW,False,,24417114,0030A0000029lvLQAQ,0010A000002w8yCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T14:36:19.000+0000,False,False,005OH000004pk06YAA,2025-12-10T14:36:19.000+0000,005OH000004pk06YAA,2025-12-10T14:36:19.000+0000,005OH000004pk06YAA,2025-12-10T14:36:19.000+0000,(416)640-8969,,nathan@natelmanagement.com,(866)675-9592,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWGnIYAW,False,,24415491,003G0000018f7P5IAI,0010A000002wPVVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 10th, 2025 ***
User wants to reset MFA on new phone. But could not confirm advisor code while being authenticated. Referred to contracts&co. KB0021888  
===============
Bonjour Normand,

C’était un plaisir de vous parler aujourd’hui pour accéder au compte Espace Affaires.

Durant notre appel, je n’ai pas pu confirmer votre code de conseiller. Vous pouvez contacter contracts&compensation@canadalife.com pour vérifier quels sont vos codes de conseiller actifs avec Canada Vie. Une fois que vous les avez, vous pourrez nous rappeler pour que l’on puisse reconnecter l’application d’authentification avec vous.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-10T13:58:04.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-10T13:51:27.000+0000,005OH00000AbJ7aYAF,2025-12-10T14:00:06.000+0000,005OH00000AbJ7aYAF,2025-12-10T14:00:06.000+0000,(514) 743-5809,(514) 743-5809,nlajoie@equilibrefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWL8gYAG,False,,24415492,0030A0000029oFCQAY,0010A000002wAvWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Caller Name: Stephanie Wang
Advisor or support staff: Advisor support
Advisor Code: 70206 
Advisor Name: 70206 CHARLES MICHAEL (04420)	NATIONAL ACCOUNT
Phone: 
Email: stephanie.wang@edwardjones.com		
Siebel verification: VERIFIED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: VERIFIED.
Issue: Can't login to Workspace to check on a policy. ERR-W1281

FINDINGS: TPA IS SEEN UNDER 70206 CHARLES MICHAEL IN SIEBEL FOR STEPHANIE.

RESOLUTION: ERR-W1281, KB0020560
VERIFICATON COMPLETED. FOUND SF profile locked. unlocked, had her try to sign, no luck. made her re-set the password
she was able to sign in and authenticate with the 5 digit code sent to her. had her sign out/in to test.

also checked Policy 23382901 and this policy is not under the advisor Charles. she believe the policy was transferred to another advisor TIM SKOUBOURIS H3107. checked Copilot and it is. Sent her a TPA form so that advisor can complete and send to DM.


https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH0000047GP8%3Fnoredirect%3D1%26isUserEntityOverride%3D1%26unlock%3D1%26_CONFIRMATIONTOKEN%3DVmpFPSxNakF5TlMweE1pMHhNMVF4TkRvd01Ub3pPUzQ0TkRGYSx0S1ZZZkNaZjlibkxTWkxVUHIxY3d1cFlfeFBOcmtQNW5qV3AyeUVPUDJ3PSxZV1EyTldSag%253D%253D

--------------------------------------***DDS  12/10/2025***--------------------------
Hello Stephanie, 

Thank you for contacting Workspace Support today regarding not being able to access Workspace and receiving ERR-W1281.

It was a pleasure speaking to you and helping you re-gain access to Workspace. 

To recap during our call: 

We completed verification, unlocked your profile, I had you try to sign in with the correct association “MGA” and the password as you knew it however that did not work.

I had you re-set the password; you were able to sign into Workspace and authenticate with the 5-digit verification code emailed to you.

To test I had you sign out and back in again with success. 

As requested, here is the phone# 1-888-252-1847 for Client Services.

We also searched Policy 23382901 and this policy is not under the advisor Charles whom you have third party access to their book of business. 

As discussed, you believe the policy was transferred to another advisor TIM SKOUBOURIS H3107. 

Please note if you need access to any other advisors book of business, the advisor will need to complete the attached form and send it to Distribution_Methodology@canadalife.com for processing.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T14:25:11.000+0000,False,False,005OH00000AUS7aYAH,2025-12-10T13:51:29.000+0000,005OH00000AUS7aYAH,2025-12-10T14:25:12.000+0000,005OH00000AUS7aYAH,2025-12-10T14:25:12.000+0000,(416)780-1991,,,(416)780-9242,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWLa3YAG,False,,24415639,0035o000003OIN7AAO,0015o0000041HwiAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T13:56:49.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T13:56:49.000+0000,005G0000002gxxjIAA,2025-12-10T13:56:50.000+0000,005G0000002gxxjIAA,2025-12-10T13:56:50.000+0000,(514)799-6151,,cfulham.csf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWM4iYAG,False,,24415582,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Unlock:,Medium,"*****DDS**** 12/10/2025
User called to have workspace account unlocked. DDS tried to authenticate, user failed . DDS referred to contracts and compensation as user was not sure of all the advisor codes. 


*****email chain*****
Hello Leanne, 

     It was a pleasure assisting you today. I was unable to unlock your account because you did not pass authentication. There are 2 valid and active advisor codes listed in our system and you only provided 1. You can reach out to contracts&compensation@canadalife.com to verify the second advisor code. Once confirmed, you can give us a call back to get your account unlocked or reply to this email. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T14:11:09.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T13:54:44.000+0000,005OH00000BFQFHYA5,2025-12-10T14:11:09.000+0000,005OH00000BFQFHYA5,2025-12-10T14:11:09.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWOzNYAW,False,,24416933,003G0000021VKBvIAO,0010A000002wT83QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre Login failed,Medium,"*****DDS**** 12/10/2025
User was having issues accessing investment centre, did some trouble shooting steps but wasnt successful. Followed KB 0023403 and escalated to 2nd level.


*****email chain****
Hello Jackie, 

  It was a pleasure assisting you today, the issue with investment centre has now been escalated to 2nd level. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T14:56:56.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T14:32:13.000+0000,005OH00000BFQFHYA5,2025-12-10T14:56:56.000+0000,005OH00000BFQFHYA5,2025-12-10T14:56:56.000+0000,(306)546-1386,(306) 596-4408,amrit@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWRCSYA4,False,,24417823,003OH00000H69OcYAJ,001OH00000L7pD0YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Inactive Policies,Medium,"***********************Dec.10/25*************************
User is inquiring how he can remove clients that are not assigned to him anymore. Client is showing on Workspace as active, but shows Product are not available on their Workspace (KB0017403) 

******************Jan.03/26*************************
User contacted back indicating it reverted back to active status for clients that are not assigned to him anymore.

Email: andrew@jfginc.com 
Code: F8112

*************************************************************************


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: January 5, 2026 4:28 PM
To: Andrew Letterio <andrew@jfginc.com>
Subject: RE: [EXT] RE: Workspace Support C24417823 - Inactive Policies

Hi Andrew, 

Thank you for reaching out and sharing your concern. We understand how frustrating it must be after spending so much time marking those 160 accounts as inactive.

With the CRM function no longer available in Workspace, please note that the Status column is no longer reliable since it was tied to older CRM data that has now been removed. So, the option to go in and correct the status is no longer a functionality in Workspace. Unfortunately, all accounts will continue to appear in Workspace, whether they have active or inactive policies. This is due to compliance requirements that we’re required to follow.

We’ll make sure to capture your frustration regarding this as feedback and share it with our leadership team

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Andrew Letterio <andrew@jfginc.com> 
Sent: January 5, 2026 2:27 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Support C24417823 - Inactive Policies

Hi Anita, After spending quite some time during 160 accounts to show as inactive. I see workspace is now showing them again and the status is removed. How can this be fixed? Andrew Letterio, CIM® Associate Advisor | Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Anita, 
 
After spending quite some time during 160 accounts to show as inactive. I see workspace is now showing them again and the status is removed. How can this be fixed?
 
Andrew Letterio, CIM®
Associate Advisor | Investment Representative
Johnson Financial Group Inc.
Quadrus Investment Services Ltd. 
6-235 Industrial Parkway South 
Aurora, ON L4G 3V5
 
Cell: 289-338-5930
 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 10:31 AM
To: andrew@jfginc.com
Subject: Workspace Support C24417823 - Inactive Policies 
 
Good morning, Andrew 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your clients!
 
For compliance reasons clients will not disappear from your Workspace. However, you can click on the clients that are not aligned with you and change their status from Active to Inactive, you will need to click on the Additional Details tab to do so. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T15:29:56.000+0000,False,False,005OH00000BG5v4YAD,2025-12-10T14:51:55.000+0000,005OH00000BG5v4YAD,2026-01-05T21:30:21.000+0000,005OH00000BG5v4YAD,2026-01-05T21:30:21.000+0000,(289)338-5930,,andrew@jfginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWS0RYAW,False,,24414824,003G0000018f7nyIAA,0010A000002wPuQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Delegate on Workspace,Medium,"user called regarding case 24361740 follow up, she registered her workspace account but need delegation access from the advisor.
advisor not present will call back.",True,2025-12-10T13:32:53.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-10T13:19:05.000+0000,005OH00000AZ3ZxYAL,2025-12-10T13:43:12.000+0000,005OH00000AZ3ZxYAL,2025-12-10T13:43:12.000+0000,(418)563-3777,(418) 569-5026,michelturcotte@turcottetrustco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWUANYA4,False,,24418943,003G0000018f7N0IAI,0010A000002wPSfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:15:27.000+0000,False,False,005OH00000245RQYAY,2025-12-10T15:15:27.000+0000,005OH00000245RQYAY,2025-12-10T15:15:27.000+0000,005OH00000245RQYAY,2025-12-10T15:15:27.000+0000,(819)797-9501,,michel.fortier@prosphere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWVG5YAO,False,,24417495,003OH00000SdcJzYAJ,001OH00000YrXf8YAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Registration,Medium,"***DDS*** 12/10/25
Name: Len Drouillard
Phone:
Agent code: H6874
Reference: KB0017316

Hi Len, 

Please reach out to Workspace support at 1-888-999-4516 and don’t forget to mention the CRM issues as well as the deadline is Dec 12. 

Thank you, 

Jenn 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908
 


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.



***DDS*** 12/10/25
Name: Len Drouillard
Phone: 
Agent code: H6874
Reference: KB0017316

Hi Len,

Thank you for contacting the Workspace support group regarding MGA Registration.

Our records shows that you have not yet comeplter step 1.
1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


If you are having difficulties with this step, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.  


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: December 9, 2025 12:18 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Drouillard, Len <Len@lendfinancial.ca>
Subject: FW: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
Importance: High

Hi there,

Please assist Len with his Workspace MGA set up as he seems to be having some tech issues. 

Thank you, 

Jenn 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908



 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Roe, Jennifer 
Sent: November 19, 2025 9:13 AM
To: Drouillard, Len 
Cc: Stewart, James 
Subject: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
Importance: High

Hi Len, 

I trust that this email finds you well. 

You have not registered for Canada Life (MGA) Workspace. You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. 

“With the Canada Life direct insurance contract changes happening in 2026 you will need to register for MGA Workspace so that you can continue to write insurance business with Canada Life through your MGA contract.

You will be able to link your Canada Life direct Workspace account with you MGA Workspace account for ease of use moving forward”

All instructions are below.

*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.

Kindly let me know if you require any assistance and I’ll be happy to schedule a call. 

Thank you, 

Jenn 


Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908



 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-10T14:45:09.000+0000,False,False,005OH00000BGeeHYAT,2025-12-10T14:45:09.000+0000,005OH00000BGeeHYAT,2025-12-10T18:30:47.000+0000,005OH00000BGeeHYAT,2025-12-10T18:30:47.000+0000,(705)297-5379,,len@lendfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWZ0OYAW,False,,24417344,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset ans unlocked,Medium,"user called receiving error code-w1283
authenticated user-KB0017399
unlocked and reset password.
email=========================================================================
Hello Leanne,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you with the Error-W1283 issue today.

On our call we have unlocked your Workspace account and reset your password.

You were able to change your password and access your Workspace account succesfully.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-12-10T14:56:29.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-10T14:41:45.000+0000,005OH00000AZ3ZxYAL,2025-12-10T14:56:30.000+0000,005OH00000AZ3ZxYAL,2025-12-10T14:56:30.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWZl3YAG,False,,24415466,0030A0000029jIPQAY,0010A000002w6q0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR-W1281,Medium,"Caller Name: Nazaneen Ahmadi
Advisor or support staff: Advisor support
Advisor Code: 1700
Advisor Name: Ashima Jain -National acct
Phone: 
Email: Naz.Ahmadi@ig.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: ERR-W1281. I am registered now but I have issues with logging in. 
I’ve selected every drop down option and tried restarting my password. 
Unfortunately,  I still cant get it, please help!

FINDINGS: NO SF PROFILE WITH USER DETAIL PAGE. MIGHT NOT BE REGISTERED YET. EMAIL RECEIVED INDICATES THEY MIGHT BE A SUPPORT STAFF.

ERR-W1281- KB0020560  

FOUND NAZANEEN IN SIEBEL, DID TIM TAM WITH ACTIVATION CODE 1-1F2JAJF. CONFIRMED SHE CREATED USER ID AHMADN1 December 8TH 1:38PM CST
CHECKED ISAM, AHMADN1@clext IS ACTIVE AND TIED TO HER CURRENT EMAIL. 
TPA IS SEEN FOR THE ADVISOR IN SIEBEL AS WELL.


SHE HAS TO REGISTER FOR WORKSPACE NOW, SHE NEEDED TO ALLOW 48HRS AFTER THIS TIME DEDEMBER 8TH 1:38PM CST AND THEN REGISTER. 
SENT HER INSTRUCTIONS TO REGISTER.

--------------------------------------***DDS  12/12/2025***--------------------------
RESOLUTION: ADVISED HER TO CONTACT US SO WE CAN FURTHER ASSIST/AUTHENTICATE AS NEEDED.
--------------------------------------***DDS  12/12/2025***--------------------------
Hello Nazaneen,

Yes, that would be great if you called us as we can authenticate you and better assist, You can reach us by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST

You can reference Case#24415466 as I’ve captured everything you provided so whoever you speak to can assist, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/12/2025***--------------------------
Hello can you pls provide the phone number, I think it be easier to connect via phone. 

--------------------------------------***DDS  12/12/2025***--------------------------
checked and she's still not registered.
SENT 2ND FOLLOW UP
--------------------------------------***DDS  12/12/2025***--------------------------
Hello Nazaneen,

Following up on the below email as I see you have not registered for Workspace yet.

If you’re receiving any errors, please provide as well provide a screenshot, let us know what step you’re seeing the error or please give us a call at your convenience so we can better assist you, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  12/11/2025***--------------------------
she's still not registered for Workspace, looks like she beleives the user id registration was enough
AHMADN1@clext still active
sent her the instructions again to register for workspace

--------------------------------------***DDS  12/11/2025***--------------------------
Hello Nazaneen,

Thanks for responding. 

I do see you’ve created the User ID however you still need to register for Workspace. You were attempting to sign into Workspace with the User ID/password you created however that’s not correct and you also had to allow 48hrs from when you created that User ID/password before you can then register for Workspace, it’s a 2-part process. Now that is has been well over 48hrs since you created the User ID, you can register for Workspace, please follow the steps below and if you’re still having issues registering, please provide any errors/screenshots to better assist you, thanks.

To register for Workspace, you will need the User ID created and the password you created for this User ID. Instructions below on how to register for Workspace access.

If you run into any problems registering, let me know/provide any errors/screenshots, thanks.

Step 1: Click on the link Register
Step 2: Enter your RepNet ID and Password. If you can’t remember your Username or password, please click here to reset it.
Step 3: Enter your Comp code (for advisors only). You will skip this option.
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  12/11/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/11/2025***--------------------------
Hello, 

Ive registered with selecting security Q/A’s. 

Can you please let me know if im missing something. 

Thank you, 



--------------------------------------***DDS  12/10/2025***--------------------------
Hello Nazaneen,

Thanks for the information. 

You have not registered for Workspace access yet. 

I checked your User ID and found you recently created this on December 8TH 1:38PM CST. Once the User ID is created you must allow 48hrs before you can then register for Workspace.

To register for Workspace, you will need the User ID created and the password you created for this User ID. Instructions below on how to register for Workspace access, please allow the full 48hrs, do not try to register prior or you may lock yourself out and must contact us. (December 8TH 1:38PM CST)

If you run into any problems registering, let me know/provide any errors/screenshots, thanks.

Step 1: Click on the link Register
Step 2: Enter your RepNet ID and Password. If you can’t remember your Username or password, please click here to reset it.
Step 3: Enter your Comp code (for advisors only). You will skip this option.
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/10/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/10/2025***--------------------------
Hello, 
 
Thank you for getting back to me. 
 
I am supporting an advisor code 1700 her name is Ashima Jain. 
 
The username I’ve created is AHMADN1. 
 
 
Sincerely,
Nazaneen 
 
 
 
Nazaneen Ahmadi,
Assistant 
Ashima Jain BCom, CFP, RRC | Senior Financial Consultant
Private Client IG Wealth Management & Financial Planning
1000-1 Robert Speck Parkway 
Mississauga, ON  L4Z3M3
Tel: 905-306-0031
 


--------------------------------------***DDS  12/10/2025***--------------------------
Requested more info.
--------------------------------------***DDS  12/10/2025***--------------------------
Hello Nazaneen,

Thank you for contacting Workspace Support.

Are you an advisor or do you support an advisor? 

Please provide either your advisor codes or the codes for the advisor you support and advisor name.

You noted you’re registered now but can’t access Workspace, when did you register? Also, what User ID did you use to register for Workspace? 

Please let me know just the user ID you created, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/10/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/10/2025***--------------------------
Hello, 

Thank you for your email, I am registered now but I have issues with logging in. 

I’ve selected every drop down option and tried restarting my password. 

Unfortunately,  I still cant get it, please help!

 


Sincerely,
Nazaneen 

 

Nazaneen Ahmadi,
Assistant 
Ashima Jain BCom, CFP, RRC | Senior Financial Consultant
Private Client IG Wealth Management & Financial Planning
1000-1 Robert Speck Parkway 
Mississauga, ON  L4Z3M3
Tel: 905-306-0031",True,2025-12-12T15:48:00.000+0000,False,False,005OH00000AUS7aYAH,2025-12-10T13:50:22.000+0000,005OH00000AUS7aYAH,2025-12-12T15:48:25.000+0000,005OH00000AUS7aYAH,2025-12-12T15:48:25.000+0000,(905)306-0031,,ashima.jain@ig.ca,(905)306-0039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWasMYAS,False,,24418479,003OH00000H69OcYAJ,001OH00000L7pD0YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Callback- C24417823,Medium,Disconnect call since I could not hear user nor could they hear me.,True,2025-12-10T15:58:17.000+0000,False,False,005OH00000BG5v4YAD,2025-12-10T15:06:32.000+0000,005OH00000BG5v4YAD,2025-12-10T15:58:17.000+0000,005OH00000BG5v4YAD,2025-12-10T15:58:17.000+0000,(289)338-5930,,andrew@jfginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWdtZYAS,False,,24418412,0030A0000029XS0QAM,0010A000002vx1aQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User ID Access,Medium,"NAME: Eddie Maiato
ADVISOR OR SUPPORT STAFF: Support staff
ADVISOR CODE: 40428 
ADVISOR NAME: JACK DINARDO 
PHONE: NA
EMAIL: Eddie.Maiato@canadalife.com
 
ISSUE: 
User says that advisor is trying to register for workspace but does not have access to the email attached to user ID (welathworks@clext) to reset the password
 
FINDINGS:
We can reset the password for the advisor to give them access.
RSA contacted in place of the advisor by email.
We would need to speak to advisor to be able to properly assist 
 
TROUBLESHOOTING/RESOLUTION:
Advised RSA that advisor will need to call in to speak to an agent so that we can further assist them.
 
EMAIL:
 
--------------------------------------***DDS 12/10/2025***--------------------------
Hello Eddie,
Thank you for contacting Workspace Support about updating the email address for the User ID. We can assist with this here at Workspace Support.
However, to assist with this, we need to connect over the phone with the advisor.  Please advise the user to call us at their convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist.  Our team is available between the hours of 8am to 8pm EST, M-F.
Let me know if you have any questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Maiato, Eddie <Eddie.Maiato@canadalife.com> 
Sent: December 9, 2025 9:06 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: FW: 40428 - JACK DINARDO 
Good morning team,
Please see email below.  Can you kindly assist.
Thank you
Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|
Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com
Sept. 22 - Dec. 31, 2025: 3 months of CI premium waived in combo app
A new way to protect more and save more: critical illness insurance premium offer
Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions:  Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847
 
Visit  canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 9, 2025 9:03 AM
To: Maiato, Eddie <Eddie.Maiato@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: 40428 - JACK DINARDO 
Hi Eddie.
When the user ID was created in August 2012, the advisor entered this information. The email address associated with the user ID is admin@wealthworks.com. Unfortunately, there is nothing we can do on our end.
The advisor must call our technical support at 1-800-475-7001 to update the email address associated with the user ID. This is the only way to update the email address associated with their user ID. Our technical support team can help update the email address associated with the user ID.
The email address on SIEBEL is service@wealthworks.com
The advisor will be able to register for Workspace.
Thank you.
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Maiato, Eddie 
Sent: November 28, 2025 4:56 PM
To: dinardo@wealthworks.com
Subject: FW: 40428 - JACK DINARDO 
Good afternoon, Jack,
Please see confirmation email below.  Please click on the link to register for Workspace.
Thank you
Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|
Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com
Sept. 22 - Dec. 31, 2025: 3 months of CI premium waived in combo app
A new way to protect more and save more: critical illness insurance premium offer
Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions:  Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847
 
Visit  canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 28, 2025 11:19 AM
To: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: 40428 - JACK DINARDO - Rush
Hi Eddie,
It appears that Jack has already created his user ID – WEALTHWORKS.
If he has not completed with MGA Workspace registration, please have him complete using the below instructions.
STEP 2: Register for Workspace 
⦁	Click here to register.
⦁	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
⦁	For iPhone, get the app from the App Store.
⦁	For Android devices, get the app from Google Play.
For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
If he has already completed the above step, but has issues with accessing Workspace, please reach out to our Workspace Support team clworkspacesupport@canadalife.com for further assist.
Thank you,
Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
 https://www.canadalife.com/
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-10T15:05:03.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T15:05:03.000+0000,005OH00000BGf2TYAT,2025-12-10T15:15:59.000+0000,005OH00000BGf2TYAT,2025-12-10T15:15:59.000+0000,(416)493-7113,,service@wealthworks.com,(866)620-5414,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWe3CYAS,False,,24416608,003G0000018f7tBIAQ,0010A000002wPzQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 9th, 2025 ***
User wants to access account. Account in pending confirmation, but user found old email to confirm and I helped her setup the MFA. Sign in successful.
================
Good morning Karen,

Thank you for contacting Workspace support to access your account.

During our call, you found the confirm-email to validate your email address and were able to reste your password and setup your authenticator through Google Authenticator on your phone. In the end, you signed in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-10T14:34:00.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-10T14:24:28.000+0000,005OH00000AbJ7aYAF,2025-12-10T14:34:00.000+0000,005OH00000AbJ7aYAF,2025-12-10T14:34:00.000+0000,(416)542-5955,,karen.robbins@aon.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWfYlYAK,False,,24417225,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T14:38:57.000+0000,False,False,005OH000007fgYjYAI,2025-12-10T14:38:57.000+0000,005OH000007fgYjYAI,2025-12-10T14:38:57.000+0000,005OH000007fgYjYAI,2025-12-10T14:38:57.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWgL8YAK,False,,24416619,0030A0000029ZrXQAU,0010A000002vz5wQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration ERR-W1505,Medium,"KB0020550- User is trying to register for Workspace- User ID is indicating as inactive
KB0020858 - Reset ISAM- authentication - rotation 2 (business address) - update temporary password (Logmein)

maricris.marasigan@nbc.ca
Code: H8868

********************************************************************
Good morning, Maricris
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully register for your Workspace account.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T14:42:54.000+0000,False,False,005OH00000BG5v4YAD,2025-12-10T14:24:46.000+0000,005OH00000BG5v4YAD,2025-12-10T14:43:08.000+0000,005OH00000BG5v4YAD,2025-12-10T14:43:08.000+0000,(902)425-1283,,darren.caseley@nbc.ca,(902)425-1835,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWgWTYA0,False,,24417881,003OH00000M96nfYAB,001OH00000QuwFLYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace registration,Medium,"KANAGASABAI SRISKANTHARAJAH

Advisor needed assistance for workspace registration. They had to end the call because their email was not working.

Hello Kanagasabai,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you needed assistance for workspace registration. But your email was not working and you had to end the call. Please give us a call back whenever you are ready.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T15:03:57.000+0000,False,False,005OH00000BFiyTYAT,2025-12-10T14:53:25.000+0000,005OH00000BFiyTYAT,2025-12-10T15:03:57.000+0000,005OH00000BFiyTYAT,2025-12-10T15:03:58.000+0000,(905)472-8674,,ksriskantharajah@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWh2fYAC,False,,24416346,0030A0000029iihQAA,0010A000002w6MeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T14:17:58.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T14:17:58.000+0000,005G0000002gxxjIAA,2025-12-10T14:17:58.000+0000,005G0000002gxxjIAA,2025-12-10T14:17:58.000+0000,(514)953-7020X100,5142660494,clongpre@clgroupefinancier.com,(855)764-3552,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWh4KYAS,False,,24418720,003G0000018f6wTIAQ,0010A000002wOyLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:11:13.000+0000,False,False,005OH00000245RQYAY,2025-12-10T15:11:13.000+0000,005OH00000245RQYAY,2025-12-10T15:11:13.000+0000,005OH00000245RQYAY,2025-12-10T15:11:13.000+0000,(514)743-7013,(514) 743-7013,alan.david@insure-invest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWhlpYAC,False,,24416439,003G0000018f76fIAA,0010A000002wP9zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password Reset,Medium,"****DDS****Samantha****December 11, 2025

was able to reset the user's PI password in ISAM and they were able to sign into the software.

==============================================================================

***2025/12/10***
 
 705-860-3949
(705) 675-8341 x4267

(705) 806-8341 x6

x4267
==================================================================================
 
User's Name:
Email: hilary@monahanfinancial.ca
Code: F2616
KBA: KB0023322, KB0023420
Verification: Week (ADSL, Support)
Notes: ADSL
 Just trying  to login Product Illustrations and not getting access.  
==================================================================================
 
***Email Chain***

Hello Hillary,

Thank you for taking my phone call.

I’m glad I was able to assist you with resetting the password for the Product Illustration software.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 8:23 AM
To: Simpson, Hilary <hilary@monahanfinancial.ca>
Subject: Product Illustrations Access - C24416439

Hello Hilary,

Thank you for contacting Workspace Support regarding your Product Illustrations Access issue. This is a follow-up email to summarize what we accomplished on the phone together.

Hilary called in the gain access back into her Product Illustrations App. First, we attempted to reset her password which was successful however we were still unable to gain access to Illustrations. From there we uninstalled and re-installed product Illustrations, but we were unable to successfully login to Illustrations. We will escalate this for you Hilary. You should get a response back about your Illustrations for one of our Level 2 reps.

Thanks for calling Hilary and have a great day!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-11T17:04:54.000+0000,False,False,005OH000002iN7pYAE,2025-12-10T14:20:14.000+0000,005OH00000BFPZIYA5,2025-12-11T17:07:04.000+0000,005OH000002iN7pYAE,2025-12-11T17:07:04.000+0000,(705)806-8341X4267,(705) 690-4258,sean@monahanfinancial.ca,(705)805-7806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWiJnYAK,False,,24423265,0030A0000029jjyQAA,0010A000002w7CLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:24:44.000+0000,False,False,005OH000004oiYEYAY,2025-12-10T16:24:44.000+0000,005OH000004oiYEYAY,2025-12-10T16:24:45.000+0000,005OH000004oiYEYAY,2025-12-10T16:24:45.000+0000,(519)221-3531,,erossfinancial@gmail.com,(888)801-5526,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWiuoYAC,False,,24417966,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T14:55:14.000+0000,False,False,005OH000004pk06YAA,2025-12-10T14:55:14.000+0000,005OH000004pk06YAA,2025-12-10T14:55:14.000+0000,005OH000004pk06YAA,2025-12-10T14:55:14.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWk0YYAS,False,,24417517,0030A0000029dXWQAY,0010A000002w22yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Dec 9th, 2025 ***
User cannot access Workspace. Account not fully registered. User cannot confirm advisor code so referred to MGA to get it, also referred to DM to confirm username as I suspect it might be needed.
================
Good morning Darryl,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call I could not confirm your advisor code in our system. You had a 6-digit code while our system showed a 5-digit code.

You can contact your MGA leadership to confirm your active advisor (seller/compensation) code with us.

Since your Workspace account already has a username created, you can confirm what it is by emailing distribution_methodology@canadalife.com with your full name and advisor code.

Once you have that information, you can call us back so we can help you finish creating your Workspace account

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T14:58:42.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-10T14:45:44.000+0000,005OH00000AbJ7aYAF,2025-12-10T14:58:42.000+0000,005OH00000AbJ7aYAF,2025-12-10T14:58:42.000+0000,(705)286-4727,,darryl@dkcgroup.com,(705)286-4769,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWkJvYAK,False,,24418423,003OH00000M96nfYAB,001OH00000QuwFLYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access #primerica,Medium,"*** DDS Dec 10th 2025 ***
User wants to sign in to primerica Workspace account. Helped him reset password and setup MFA to access account. Sign in successful
================
Good morning Kanagasabai,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call I helped you sign in to your Workspace account after resetting your password. In the end, you signed in successfully.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T15:59:58.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-10T15:05:21.000+0000,005OH00000AbJ7aYAF,2025-12-10T15:59:58.000+0000,005OH00000AbJ7aYAF,2025-12-10T15:59:58.000+0000,(905)472-8674,,ksriskantharajah@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWl1oYAC,False,,24419584,0030A0000029V6rQAE,0010A000002vv8JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"ROBERT BUCHANAN
91655

ASA Debbie Meiller called on behalf of their advisor for login. They are informed that advisor can contact us directly.

Hello Robert,

I received a call from your support staff member Debbie Meiller today. They needed assistance for logging in to your account. As I have checked on our end, your account is not locked. If you need assistance with login, please give us a call at 1-800-475-7001. Our workspace webiste link is Advisor Workspace Login – Canada Life.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T15:37:57.000+0000,False,False,005OH00000BFiyTYAT,2025-12-10T15:27:00.000+0000,005OH00000BFiyTYAT,2025-12-10T15:37:57.000+0000,005OH00000BFiyTYAT,2025-12-10T15:37:57.000+0000,(519)675-2000,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWlr7YAC,False,,24418958,0030A0000029ln9QAA,0010A000002w8sGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:15:44.000+0000,False,False,0055o000001NWfMAAW,2025-12-10T15:15:44.000+0000,0055o000001NWfMAAW,2025-12-10T15:15:44.000+0000,0055o000001NWfMAAW,2025-12-10T15:15:44.000+0000,(905)624-0008X201,(905)624-0008,zahid@oroojfinancial.com,(905)624-6660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWn6TYAS,False,,24417211,0031600002EUOv4AAH,0010A000002wNDAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Naviplan Access,Medium,"***DDS 2025-12-10***
User was trying to access their Naviplan account.
DDS referred user to Naviplan support.
 
================================================================================
****Email Chain**
Bonjour Ines,

Merci pour votre appel concernant l’accès à Naviplan. Nous sommes désolés que nous n’avons pas pu vous aider à accéder Naviplan car ce site n’est pas un site que nous supportons. Comme nous en avons discuté, contactez le support Naviplan à 888-692-3474 et ils pourrons vous aider avec votre accès.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T14:50:54.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T14:38:43.000+0000,005OH00000AX0rVYAT,2025-12-10T14:52:06.000+0000,005OH00000AX0rVYAT,2025-12-10T14:52:06.000+0000,(819)410-0432X103,(819) 639-4713,jeanfrancois.landry@gestaltfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWn8AYAS,False,,24422756,0030A0000029nzXQAQ,0010A000002wAkXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"****DDS****12/10/25 

Authenticated user as per KB0021888 - assisted user to complete registration process
User also linked browser MFA to their account and was able to sign in, out and back into their WS account.

============================================================================================= 
 
****Email Chain****

Bonjour Raymond,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès sur la plateforme Espace Affaires.

Lors de notre appel, nous avons utilisé LogMeIn pour vous assister à compléter l’inscription.Vous avez aussi lié votre compte Espace Affaires à l’authentificateur Microsoft et vous avez accédé votre compte avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T16:31:37.000+0000,False,False,005OH0000097FtCYAU,2025-12-10T16:17:24.000+0000,005OH0000097FtCYAU,2025-12-10T17:25:48.000+0000,005OH0000097FtCYAU,2025-12-10T17:25:48.000+0000,(819)664-9144,,rpratte@pratte.ca,(819)772-9923,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWnWJYA0,False,,24418227,003OH00000I2AU8YAN,001OH00000MBBl8YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:00:53.000+0000,False,False,0055o000001NWfMAAW,2025-12-10T15:00:53.000+0000,0055o000001NWfMAAW,2025-12-10T15:00:54.000+0000,0055o000001NWfMAAW,2025-12-10T15:00:54.000+0000,(416)456-3811,,sudeep.singla@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWnb7YAC,False,,24417310,0031600002N2N4TAAV,0010A000002wNc6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account locked,Medium,"PETROS GOUSKOS
M0134

Advisor needed help for unlocking their account. after authentication, account unlocked. They were able to login successfully.

Hello Petros,

Thank you for calling workspace support team. I am so happy to take your call today.

In our todays’ call, you needed assistance for unlocking your account. After authentication, I unlocked your account, and you were able to login successfully. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T14:50:49.000+0000,False,False,005OH00000BFiyTYAT,2025-12-10T14:40:47.000+0000,005OH00000BFiyTYAT,2025-12-10T14:51:17.000+0000,005OH00000BFiyTYAT,2025-12-10T14:51:17.000+0000,,,petros.gouskos@gwl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWnw6YAC,False,,24418407,003OH00000Rqet8YAB,001OH00000XrV9PYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Investment Centre,Medium,"Caller Name: Nazar Kostyukov
Advisor or support staff: Advisor 
Advisor Code: F7143. GWLA5622 PI FOR INVESTMENT CENTRE. 
Advisor Name: Nazar Kostyukov	
Phone: 
Email: nazar@beyondwealth.ca		
Siebel verification: Verified
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: Verified/partial. 2 advisor codes seen as active but he could only locate 1 BUT kb BEING USED DOESN'T ASK TO AUTHENTICATE.
Issue: Unable to access Investment centre, signed into Workspace and can't access Investment centre/message saying to contact system administrator. 

FINDINGS: Had him send me the error/screenshot of the page 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000005V69WYAS%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH000008yKydYAE%26cntc%3D003OH000008yKydYAE%26id%3D005OH000005V69WYAS



RESOLUTION:  KB0023403. Advisor is first signing into Workspace and then clicking on Investment centre. already tried logging out/in and clearing cookies/cache.
Should it still fail, note this in your incident and proceed with the below. 

2. Obtain a full-screen screenshot of the error from the user and attach it to the ticket. ----DONE ATTACHED TO THIS CASE.

3. Record the code in the bottom right hand corner of the user's browser (in the purple copyright bar).--FSRVPxDZN

4. Document the specific steps taken by the caller leading up to experiencing the error.
Advisor is first signing into Workspace and then clicking on Investment centre. already tried logging out/in and clearing cookies/cache.

AS PER KB. WARM XFER TO JASON ON ASSIST DESK. MOVED SCREENSHOT EMAIL TO JASON'S ADSL INBOX.",True,2025-12-10T15:28:26.000+0000,False,False,005OH00000AUS7aYAH,2025-12-10T15:04:58.000+0000,005OH00000AUS7aYAH,2025-12-10T15:30:33.000+0000,005OH00000AUS7aYAH,2025-12-13T02:01:07.000+0000,(306)359-1999,,nazar@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWpt7YAC,False,,24418264,0030A0000029mhAQAQ,0010A000002w9flQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-ERR-W1506,Medium,"user has issue with sign in Workspace, not using the proper link for log in.
KB0020553 -
did log me in session assist user with log in.

email====================================================================================
Bonjour Jean Marc,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre soucis erreur w1506, J'ai vraiment apprécié notre échange.

Comme nous en avons discuté lors de notre appel, le lien pour se connecter à l’espace de travail est différent de l’inscription, c’est pourquoi vous receviez cette erreur.

j’inclus le lien pour votre utilisation future, https://workspace.cnadalife.com

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T15:14:51.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-10T15:01:41.000+0000,005OH00000AZ3ZxYAL,2025-12-10T15:14:51.000+0000,005OH00000AZ3ZxYAL,2025-12-10T15:14:51.000+0000,(418)839-2330,,jmbrousseau@bellnet.ca,(418)839-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWqUVYA0,False,,24424387,0030A000003y3hzQAA,0010A000004jnNIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application issue:,Medium,"****** DDS***** 12/10/2025
User was having issues submitting a CI application. did a logmein session and application was submitted successfully. Referred user to RSA for all process related inquiries. 


********email chain*****
Hello Mark, 

    It was a pleasure assisting you today, we were able to successfully submit the application. Regarding the required form, you can reach out to your RSA Maria Davis at maria.davis@gwl.ca or (905)-521-2822. She can also assist with verifying if that section of the form needs to be checked by you or not. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T17:01:06.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T16:40:50.000+0000,005OH00000BFQFHYA5,2025-12-10T17:01:06.000+0000,005OH00000BFQFHYA5,2025-12-10T17:01:06.000+0000,(226)218-0557,,mhopkins@easyinsure.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWqauYAC,False,,24420426,0030A0000029Zs2QAE,0010A000002vz6HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:41:54.000+0000,False,False,005OH000004pk06YAA,2025-12-10T15:41:54.000+0000,005OH000004pk06YAA,2025-12-10T15:41:54.000+0000,005OH000004pk06YAA,2025-12-10T15:41:54.000+0000,(416)451-6133,,mark@cfswealth.ca,(866)410-2675,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWqnYYAS,False,,24419176,0030A0000029cJ3QAI,0010A000002w15yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SF Authenticator Issue,Medium,"***DDS 2025-12-10***
User was having trouble with SF Authenticator.
DDS guided user to manual entry for Authenticator code.
User also had a NB application issue.
DDS emailed to follow up as user had to go to a meeting.

================================================================================

Client Name: Centre Kinetique
Assured Name: Olivier Perron
Code: D8403
 
================================================================================
****Email Chain**
Bonjour Karine,

Merci pour votre appel concernant votre problème de Salesforce Authenticator. Nous sommes très heureux que nous avons pu vous aider avec votre problème de Salesforce Authenticator.

Concernant votre application manquante, pouvez-vous nous envoyer une capture d’écran de la page avec vos propositions soumises et vos propositions non-complétées. Pouvez-vous également confirmer le nom du client et le type de proposition que vous avez fait. Une fois que nous avons ces informations, nous pourrons investiguer ce problème plus profondément. Vous pouvez également nous téléphoner à 1-800-475-7001 si vous préférez compléter ce procès au téléphone.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T15:29:45.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T15:19:44.000+0000,005OH00000AX0rVYAT,2025-12-10T15:34:44.000+0000,005OH00000AX0rVYAT,2025-12-10T15:34:44.000+0000,(438)888-4359,,karine.b@kolaborgroupeconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWs6FYAS,False,,24422285,003G0000018f6yXIAQ,0010A000002wP1BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:10:52.000+0000,False,False,005OH00000245ROYAY,2025-12-10T16:10:52.000+0000,005OH00000245ROYAY,2025-12-10T16:10:53.000+0000,005OH00000245ROYAY,2025-12-10T16:10:53.000+0000,(519)857-8366,(519) 857-8366,ash@ashgoela.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWsRAYA0,False,,24418681,003OH00000Ye0PCYAZ,001OH00000hxHE2YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:10:20.000+0000,False,False,005OH000007fgYjYAI,2025-12-10T15:10:20.000+0000,005OH000007fgYjYAI,2025-12-10T15:10:21.000+0000,005OH000007fgYjYAI,2025-12-10T15:10:21.000+0000,(418)276-0057,,audrey@servicesfinanciers.pro,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWsSlYAK,False,,24418873,003G0000018f7N0IAI,0010A000002wPSfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:14:11.000+0000,False,False,005OH00000245RQYAY,2025-12-10T15:14:11.000+0000,005OH00000245RQYAY,2025-12-10T15:14:11.000+0000,005OH00000245RQYAY,2025-12-10T15:14:11.000+0000,(819)797-9501,,michel.fortier@prosphere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWuMYYA0,False,,24419438,003OH00000YlKPYYA3,001OH00000iB7wVYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:24:36.000+0000,False,False,005OH000007fgYjYAI,2025-12-10T15:24:36.000+0000,005OH000007fgYjYAI,2025-12-10T15:24:36.000+0000,005OH000007fgYjYAI,2025-12-10T15:24:36.000+0000,(438)922-0794,,ghernandez@agencepg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWv0nYAC,False,,24418538,003G0000018f6c1IAA,0010A000002wOZJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Docusign number change,Medium,"*****DDS**** 12/10/2025
User called to request a change to the number on their docusign application. Advised we cant do that at this stage and they would need to contact head office to make changes retroactively. 


****email chain****
Hello Daniel, 

    It was a pleasure assisting you today, we are unable to change the number on the Docusign confirmation at this point. You can sign as it is and then update retroactively with head office. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T15:29:03.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T15:07:41.000+0000,005OH00000BFQFHYA5,2025-12-10T15:29:04.000+0000,005OH00000BFQFHYA5,2025-12-10T15:29:04.000+0000,(289)337-4440,(289) 337-4440,dan.haney@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWvC8YAK,False,,24419507,003OH00000M8pfgYAB,001OH00000QumelYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica User Registration CIAM,Medium,"***DDS SL Dec 12 2025***

User unable to register 
CIAM login",True,2025-12-19T16:57:01.000+0000,False,False,005OH000001yNnaYAE,2025-12-10T15:25:56.000+0000,005OH000001yNnaYAE,2025-12-19T16:57:01.000+0000,005OH000001yNnaYAE,2025-12-19T16:57:01.000+0000,(204)509-0170,,rginter@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWvaJYAS,False,,24421561,0030A0000029XtPQAU,0010A000002vxPMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Assistance,Medium,"NAME: ANTONIO A CESTA 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: 81570
PHONE: 15148248837 
EMAIL: tonycesta56@gmail.com 
 
ISSUE: 
User called to verify their login authenticator
 
FINDINGS:
User forgot what authenticator they used
 
TROUBLESHOOTING/RESOLUTION:
No troubleshooting done. 
They found the authenticator on their own and typed in their code which gave them access without my intervention.
 
EMAIL:
No email sent",True,2025-12-10T16:04:19.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T15:59:49.000+0000,005OH00000BGf2TYAT,2025-12-10T16:04:19.000+0000,005OH00000BGf2TYAT,2025-12-10T16:04:19.000+0000,,(514) 824-8837,tonycesta56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWvleYAC,False,,24421952,003G0000018f7cMIAQ,0010A000002wPiwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,address is not updating in Investment center - INC1933378,Medium,"***DDS*** 12/10/25
Name: RACHEL BENTLEY


====================================================================

****email Chain****

Hello Priyal,

This client’s address should now be updated in Investment Centre. Sign in at anytime to confirm.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 10:11 AM
To: Patel, Priyal <Priyal.Patel@canadalife.com>
Subject: 24421952 - RE: Dr. Iman Janemi & Mrs. Hilary Janemi Client #: 654946709

Hello Priyal, 

Thank you for contacting the Workspace support group regarding address not updating in IC.

I will have this issue escalated INC1933378

Once the investigation has completed our team will reach out.

Please let me know if you have any questions or if there is anything else I can assist with.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Patel, Priyal <Priyal.Patel@canadalife.com> 
Sent: December 8, 2025 4:18 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Dr. Iman Janemi & Mrs. Hilary Janemi Client #: 654946709

Good day Workspace!!

The address for the above-mentioned client ID was updated through workspace under REQ-2914579. However, it didn’t flow through on investment centre. The address update was successful for the individual client IDs however, it didn’t flow through for the joint client ID. Can you please investigate this and advice?

Please let me know if you require any additional information on this.

Thank you!!

Regards,
Priyal Patel
Advisor Service Representative, Quadrus Investment Services Ltd.
Wealth Operations, Individual Customer,
F: 1-877-814-6492
T: 1-888-532-3322 Ext. 4146
Email: Priyal.patel@canadalife.com
IMPORTANT 2025 PROCESSING DATES
•	Aged 71 Registered Investment Rollovers Due — December 01
•	Education Plan Contribution Deadline — December 31
•	FHSA Account Opening & Contribution Deadline — December 31
To secure your 2025 FHSA contribution room, your account must be opened at the fund company by year-end. Please have paperwork to Quadrus by December 24, 2025.
Avoid delays — submit your paperwork today!

 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
NOTE: To ensure that attachments are retained, please select forward when replying to this email.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.",True,2026-01-28T22:57:04.000+0000,False,False,005OH000002iN7pYAE,2025-12-10T16:06:02.000+0000,005OH00000BGeeHYAT,2026-01-28T22:57:04.000+0000,005OH000002iN7pYAE,2026-01-28T22:57:04.000+0000,(519)667-1220,,vic@jindalfinancial.com,(519)963-1464,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWwbCYAS,False,,24419575,0030A0000076m5GQAQ,0010A000007xXx4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:26:57.000+0000,False,False,005OH00000245RQYAY,2025-12-10T15:26:57.000+0000,005OH00000245RQYAY,2025-12-10T15:26:57.000+0000,005OH00000245RQYAY,2025-12-10T15:26:57.000+0000,(514)991-4818,,rongrong.dong@yuanrongwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWwcpYAC,False,,24420120,003G0000018f7nyIAA,0010A000002wPuQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cannot Access WS Account -,Medium,"•	Reason for call: Cannot access ws account ADSL 
Authentication: Yes/No, which rotation: Yes
•	Troubleshooting steps completed: Via SF
•	Email correspondence: See below 
•	Source of triage (e.g., “As per KBA001234”): Identification
============================
Bonjour Michel, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.

Pour obtenir le nom d'utilisateur, veuillez contacter mon équipe à l'adresse Distribution_Methdology@canadalife.com. 

Veuillez également utiliser l'application Apexa pour maintenir votre adresse e-mail à jour auprès de Canada Life.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T15:45:40.000+0000,False,False,005OH00000BFQFGYA5,2025-12-10T15:36:56.000+0000,005OH00000BFQFGYA5,2025-12-10T16:13:20.000+0000,005OH00000BFQFGYA5,2025-12-10T16:13:20.000+0000,(418)563-3777,(418) 569-5026,michelturcotte@turcottetrustco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWwxuYAC,False,,24420970,003G000001SoksiIAB,0010A000002wSgmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:50:11.000+0000,False,False,005G0000002gyDJIAY,2025-12-10T15:50:11.000+0000,005G0000002gyDJIAY,2025-12-10T15:50:11.000+0000,005G0000002gyDJIAY,2025-12-10T15:50:11.000+0000,(250)287-2642,,alvin.arruda@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWxHUYA0,False,,24419450,003G0000018f6g5IAA,0010A000002wOe6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client Information in Workspace,Medium,"***DDS*** 12/12/25
Name: John McCabe and Katie Marion
Phone:
Agent code: 
Reference: KB0015654
Advisor name: Angelo Bucciarelli 

Hello, 

Thank you for contacting the Workspace support group regarding ending Angelo’s delegation to John McCabe and to Katie Mario in Workspace.

As requested the delegation has been removed.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Pepin, Valerie <Valerie.Pepin@canadalife.com> 
Sent: December 12, 2025 10:35 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Knott, Charles <Charles.Knott@canadalife.com>; Bucciarelli, Angelo <angelo@abwealthandestate.com>; John McCabe <john@abwealthandestate.com>
Subject: FW: Client Information in Workspace

Hey Workspace Support,

Please proceed with ending Angelo’s delegation to John McCabe and to Katie Mario in Workspace.

Thank you,
Val

From: Angelo Bucciarelli <angelo@abwealthandestate.com> 
Sent: December 12, 2025 10:17 AM
To: John McCabe <john@abwealthandestate.com>; Pepin, Valerie <Valerie.Pepin@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Marion, Katie <Irene.Marion@canadalife.com>
Subject: [EXT] Re: Client Information in Workspace

Yes please proceed Angelo Get Outlook for iOS From: John McCabe <john@ abwealthandestate. com> Sent: Friday, December 12, 2025 8: 19: 57 AM To: Pepin, Valerie <Valerie. Pepin@ canadalife. com>; Workspace Support <WorkspaceSupport@ canadalife. com>
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Yes please proceed

Angelo

Get Outlook for iOS





***DDS*** 12/12/25
Name: John McCabe
Reference: No action required from DDS until requested by Valerie

Yes, please proceed.

John McCabe CFP
(519) 550-1770
john@abwealthandestate.com
 
The Rosewood tree is known for its strength and durability. The rings symbolize
the stages of your life and also represent our unique financial planning process.

 

________________________________________
From: Pepin, Valerie <Valerie.Pepin@canadalife.com>
Sent: Friday, December 12, 2025 8:05:05 AM
To: John McCabe <john@abwealthandestate.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Marion, Katie <irene.marion@canadalife.com>
Subject: RE: Client Information in Workspace 
 
Morning Jo,
 
Angelo can do it himself or we can do it for Angelo, but need his permission. We can reach out or if you want to and flip us the approval we can proceed!

Sincerely, 
Valer…
 
From: John McCabe <john@abwealthandestate.com> 
Sent: December 11, 2025 6:57 PM
To: Pepin, Valerie <Valerie.Pepin@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Marion, Katie <Irene.Marion@canadalife.com>
Subject: [EXT] Re: Client Information in Workspace
 
Valery, can Angelo turn off this delegation feature in order to get rid of that duplication John McCabe CFP (519) 550-1770 john@ abwealthandestate. com The Rosewood tree is known for its strength and durability. The rings symbolize the stages
Valery, can Angelo turn off this delegation feature in order to get rid of that duplication
 
John McCabe CFP
(519) 550-1770
john@abwealthandestate.com

The Rosewood tree is known for its strength and durability. The rings symbolize
the stages of your life and also represent our unique financial planning process.
 

 
________________________________________
From: Pepin, Valerie <Valerie.Pepin@canadalife.com>
Sent: Thursday, December 11, 2025 6:19:37 PM
To: John McCabe <john@abwealthandestate.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Marion, Katie <irene.marion@canadalife.com>
Subject: RE: Client Information in Workspace 
 
Hey John,

Thanks for the screen shots and details. Here’s what’s going on:
•	Angelo delegated his book to you in Workspace. As a result you’ll see duplicate clients
o	Angelo’s version of those clients will still have his CRM details (like email) because we haven’t switched his experience in Workspace yet
o	Angelo’s delegated version of clients will all have inactive policies 
•	Your version of the clients do not have ‘email’ because this is considered CRM and is not copied to you when the Buy/Sell occurs. 
•	You do have that email in your CRM extract “AccountContacts.csv” from Angelo

We cannot ‘correct’ or change this within Workspace. The most we could do is help end the delegation, but this would result in you loosing sight of his version of the client – you’d no longer have duplicates but you’d also loose sight of the CRM details. But you do have those details already in the extract CSVs.

Of note, both of your experiences will be changed to non-CRM in the new year and CRM details will be no longer visible.

Cheers,
Val
 
From: John McCabe <john@abwealthandestate.com> 
Sent: December 11, 2025 1:30 PM
To: Pepin, Valerie <Valerie.Pepin@canadalife.com>; Radix, Jacqueline <Jacqueline.Radix@advicecanada.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Marion, Katie <Irene.Marion@canadalife.com>
Subject: [EXT] Re: Client Information in Workspace
 
Here is an example of what I see when I type in a last name of a client. If we click on any link that has Angelo's name, all the product links are inactive. Unfortunately, all of our CRM links were updated prior to the book being transferred
Here is an example of what I see when I type in a last name of a client.  If we click on any link that has Angelo's name, all the product links are inactive.  Unfortunately, all of our CRM links were updated prior to the book being transferred so they all need to be manually replaced to the ""John McCabe"" client links. Is there a way you can get rid of the Angelo links?  However, that is where all the emails existed.  Many did not transfer over to my links.  Examples below.  The email missing example is Carissa.  We have manually updated the others as we are working with them right now.
 
 
 
 
 
 
John McCabe, CFP
Certified Financial Planner
AB Wealth & Estate Planning Inc.
Investment Representative
Quadrus Investment Services Ltd.
 
(519) 550-1770
john@abwealthandestate.com
www.abwealthandestate.com 
 
    
The Rosewood tree is known for its strength and durability. The rings symbolize
the stages of your life and also represent our unique financial planning process.



***DDS*** 12/11/25
Name: John McCabe

You do not have to action yet, I’ll reach out directly. Keeping you on the thread in case support is in fact required.

Thank you,
Val




***DDS*** 12/10/25
Name: John McCabe 

Hello Valerie,

Workspace support was cc’ed on these email threads.

Please confirm if our assistance is required at this time?   

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: John McCabe <john@abwealthandestate.com> 
Sent: December 8, 2025 8:14 PM
To: Radix, Jacqueline <Jacqueline.Radix@advicecanada.com>; Pepin, Valerie <Valerie.Pepin@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Marion, Katie <Irene.Marion@canadalife.com>
Subject: 24419450 - [EXT] Re: Client Information in Workspace

Thanks Jacque. Hey Val, can you connect with my asa Katie who uses Workspace every day and is living through the challenges now that we've transferred the entire block from Angelo to myself. Thank you. John McCabe CFP (519) 550-1770 john@ abwealthandestate. com
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thanks Jacque.  Hey Val, can you connect with my asa Katie who uses Workspace every day and is living through the challenges now that we've transferred the entire block from Angelo to myself.  Thank you.

John McCabe CFP
(519) 550-1770
john@abwealthandestate.com
www.abwealthandestate.com 

 
The Rosewood tree is known for its strength and durability. The rings symbolize
the stages of your life and also represent our unique financial planning process.

 


________________________________________
From: Radix, Jacqueline <Jacqueline.Radix@advicecanada.com>
Sent: December 8, 2025 6:54 PM
To: John McCabe <john@abwealthandestate.com>; Pepin, Valerie <Valerie.Pepin@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Marion, Katie <irene.marion@canadalife.com>
Subject: RE: Client Information in Workspace 
 
Hey John,
I’m connecting you with @Pepin, Valerie who can work with the Workspace Support team to help with this.  They’ll have the context to you with provide accurate information.
 
 
 
Jacqueline (Jacquie) Radix (she/her)
AVP, Digital Enablement, Advisor Experience
Jacqueline.radix@advicecanada.com
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: John McCabe <john@abwealthandestate.com> 
Sent: December 8, 2025 1:25 PM
To: Radix, Jacqueline <Jacqueline.Radix@advicecanada.com>
Cc: Marion, Katie <Irene.Marion@canadalife.com>
Subject: [EXT] Client Information in Workspace
 
Hi Jacqie, when the client information in Workspace was moved from Angelo to me, some fields did not transfer—specifically email addresses. Can you have someone look into this? John McCabe CFP (519) 550-1770 john@ abwealthandestate. com www. abwealthandestate. com
Hi Jacqie, when the client information in Workspace was moved from Angelo to me, some fields did not transfer—specifically email addresses.  Can you have someone look into this?
 
John McCabe CFP
(519) 550-1770
john@abwealthandestate.com
www.abwealthandestate.com",True,2025-12-10T15:24:50.000+0000,False,False,005OH00000BGeeHYAT,2025-12-10T15:24:50.000+0000,005OH00000BGeeHYAT,2025-12-12T17:04:29.000+0000,005OH00000BGeeHYAT,2025-12-12T17:04:29.000+0000,(519)550-1770,,john@abwealthandestate.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWxNZYA0,False,,24418917,0030A00000BKo13QAD,0010A00000BvDWEQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:15:00.000+0000,False,False,00516000007Qeg2AAC,2025-12-10T15:15:00.000+0000,00516000007Qeg2AAC,2025-12-10T15:15:00.000+0000,00516000007Qeg2AAC,2025-12-10T15:15:00.000+0000,(905)845-9090X177,2898882295,rnour@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWxaaYAC,False,,24422370,0030A0000029cnaQAA,0010A000002w1PjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Policy Ownership Incorrect - INC1933829,Medium,"***DDS 2025-12-10***
User reports that a joint owner of policy 310086951 was removed but the policy is still showing as jointly owned on Workspace (screenshot included).
Benita H Karlson should be sole owner of policy.
Email came from CSC who contacted us confirming that this is the case and asking for a correction.
DDS checked CoPilot and still sees joint ownership of the policy.
DDS is escalating issue to L2 so a SNOW ticket can be created.

==================================================================================

User's Name: Janna Hutton
Email: jhutton@integriscu.ca
SF ID: 0035o000005iJuqAAE

Advisor's Name: David Gulko
Email: dgulko@integriscu.ca
Code: D3761
SF ID: 0055o000001oivfAAA

Policy Number: 310086951
Client Name: Mr Esko T Karlson & Mrs Benita H Karlson
Policy Address: 4206 Richet St, Price George BC, V2K 2J1
Contract Type: CIWSU
SF ID: 02i5o000001TDejAAG
 
 
==================================================================================

****Email Chain**
Good Afternoon,

Please see the below as the Joint Owner on policy 310086951 was removed on this policy but the policy is still showing as Jointly owned on their end.

Can this be corrected so that it matches the policy information on Unitrax?

Thank you,

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Erik Newman
Sr. Customer Service Specialist
Canadian Operations - Wealth, T424 5B
Canada Life 
255 Dufferin Avenue|London|Ontario|N6A 4K1
Phone: 1-519-435-4257| 1-888-252-1847
Fax: 1-866-275-8080
Erik.Newman@canadalife.com

 
Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



From: PPI BC Investments <bcinvestments@ppi.ca> 
Sent: December 4, 2025 1:26 PM
To: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: [EXT] FW: FW: E Karlson & B Karlson - 310086951

Good morning, Can you please confirm as the advisors assistant has mentioned this is still showing as joint and not as having Benita as sole owner. Thank you, Jessica Brown Investments Administrator Don't miss out! Join PPI's operational experts
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Good morning,

Can you please confirm as the advisors assistant has mentioned this is still showing as joint and not as having Benita as sole owner. 

Thank you,
Jessica Brown
Investments Administrator

Don't miss out! Join PPI's operational experts for our next Ask Me Anything (AMA) session on October 16 at 1pm ET. REGISTER now and be part of the conversation.

PPI 
403-910-1784 Direct
800-661-1497 Toll-free
403-209-1406 Fax
bcinvestments@ppi.ca
www.ppi.ca


From: Janna Hutton <jhutton@integriscu.ca> 
Sent: December 4, 2025 11:10 AM
To: PPI BC Investments <bcinvestments@ppi.ca>
Cc: David Gulko <dgulko@integriscu.ca>
Subject: RE: FW: E Karlson & B Karlson - 310086951

!!Attention: EXTERNAL EMAIL/COURRIEL EXTERNE!! 
Good morning, 

I just checked the acct and it's still showing as Joint. Can you please follow up with Canada Life and get an ETA on when the settlement will be complete?

Thank you,


 
 
Janna Hutton
Aviso Wealth - Financial Planning Administrator (Licensed)
1598 6th Avenue, Prince George, BC V2L 5B5
T: 250-612-3457
TF: 1-844-717-7777 
Website | Facebook | Do Some Good | Twitter

 

	
IMPORTANT NOTICE: Mutual fund products and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc., Member CIRO and Canadian Investor Protection Fund. Information sent by way of public internet email is non-secure as it is not encrypted. Integris Financial Planning Services Ltd. and Aviso Financial Inc. are not responsible if this information is intercepted and misused. This email and any attachments are confidential, may be covered by legal professional privilege or exempt from disclosure under applicable law, and are intended for the addressee only. If you are not the intended recipient, you are not authorized to and must not disclose copy, distribute, or retain any or part of this email and any attachment without written permission from Integris Financial Planning Services Ltd. And Aviso Financial Inc. 





---- On Thu, 27 Nov 2025 15:58:20 -0800 PPI BC Investments <bcinvestments@ppi.ca> wrote ---

Good afternoon,

I have forwarded your below request over to CLG, I do believe they had mentioned that this was already complete and have made her the sole owner.

Thank you,
Jessica Brown
Investments Administrator

Don't miss out! Join PPI's operational experts for our next Ask Me Anything (AMA) session on October 16 at 1pm ET. REGISTER now and be part of the conversation.

PPI 
403-910-1784 Direct
800-661-1497 Toll-free
403-209-1406 Fax
bcinvestments@ppi.ca
www.ppi.ca


From: David Gulko <dgulko@integriscu.ca> 
Sent: November 27, 2025 3:27 PM
To: jhutton@integriscu.ca; PPI BC Investments <bcinvestments@ppi.ca>
Subject: Re: FW: E Karlson & B Karlson - 310086951

!!Attention: EXTERNAL EMAIL/COURRIEL EXTERNE!!
Can you please just ignore the new application, keep everything absolutely the same and just change policy number
310086951 To be in Bonita’s name only?

Thanks,
David 


 
David Gulko
Estate Planning Specialist
101-530 Central St. East, Prince George, BC V2M 3B7 
T: 250-612-3419
TF: 1-844-717-7777
Website | Facebook | Do Some Good | Twitter

	 

IMPORTANT NOTICE: Mutual fund products and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc., Member CIRO and Canadian Investor Protection Fund. Information sent by way of public internet email is non-secure as it is not encrypted. Integris Financial Planning Services Ltd. and Aviso Financial Inc. are not responsible if this information is intercepted and misused. This email and any attachments are confidential, may be covered by legal professional privilege or exempt from disclosure under applicable law, and are intended for the addressee only. If you are not the intended recipient, you are not authorized to and must not disclose copy, distribute, or retain any or part of this email and any attachment without written permission from Integris Financial Planning Services Ltd. And Aviso Financial Inc. 
________________________________________




---- On Thu, 27 Nov 2025 13:13:15 -0800 Janna Hutton <jhutton@integriscu.ca> wrote ----

See below

  
Janna Hutton
Financial Planning Administrator (Licensed)
Aviso Wealth
1598 6th Ave, Prince George, BC, V2L 5B5
T: 250-612-3457
TF: 1-844-717-7777 
Website | Facebook | Do Some Good | Twitter

	 

IMPORTANT NOTICE: Mutual fund products and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc., Member CIRO and Canadian Investor Protection Fund. Information sent by way of public internet email is non-secure as it is not encrypted. Integris Financial Planning Services Ltd. and Aviso Financial Inc. are not responsible if this information is intercepted and misused. This email and any attachments are confidential, may be covered by legal professional privilege or exempt from disclosure under applicable law, and are intended for the addressee only. If you are not the intended recipient, you are not authorized to and must not disclose copy, distribute, or retain any or part of this email and any attachment without written permission from Integris Financial Planning Services Ltd. And Aviso Financial Inc.
________________________________________




From: PPI BC Investments <bcinvestments@ppi.ca> 
Sent: Wednesday, November 26, 2025 3:04 PM
To: 'Janna Hutton' <jhutton@integriscu.ca>
Subject: FW: E Karlson & B Karlson - 310086951

Good afternoon Janna,

We have received the email from Canada Life, please see the below.

Thank you,
Jessica Brown
Investments Administrator

Don't miss out! Join PPI's operational experts for our next Ask Me Anything (AMA) session on October 16 at 1pm ET. REGISTER now and be part of the conversation.

PPI 
403-910-1784 Direct
800-661-1497 Toll-free
403-209-1406 Fax
bcinvestments@ppi.ca
www.ppi.ca



Sent: November 26, 2025 3:51 PM
To: PPI BC Investments <bcinvestments@ppi.ca>
Subject: E Karlson & B Karlson - 310086951

Good Afternoon,

We received the attached paperwork for jointly owned policy 310086951 for Benita & Esko Karlson.

As per our process, due to the passing of Esko Karlson we have removed him from the jointly owned policy, therefore, Benita Karlson is the sole owner/annuitant on policy 310086951.

A new Estate Protection application was submitted to transfer policy 310086951 to a new policy for Benita Karlson even though she is the owner/annuitant of 310086951 now. The policy cannot transfer to a new Estate Protection policy as the client is over age 91:

 


The new application has a different fund allocation and beneficiary percentages than what is current on policy 310086951.

Please have the client submit signed instructions in order to switch into a desired fund allocation and to update the beneficiaries on policy 310086951.

Thank you,

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Erik Newman
Sr. Customer Service Specialist
Canadian Operations - Wealth, T424 5B
Canada Life 
255 Dufferin Avenue|London|Ontario|N6A 4K1
Phone: 1-519-435-4257| 1-888-252-1847
Fax: 1-866-275-8080

 
Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


This is a confidential message which may be privileged. Unauthorized use/disclosure is prohibited. If this email was received in error, please go to www.ppi.ca/edisclaimer.html for instructions.
Le présent message est confidentiel et peut être protégé par le secret professionnel. Toute utilisation ou divulgation non autorisée est interdite. Si vous avez reçu le présent courriel par erreur, veuillez vous rendre sur le site www.ppi.ca/edisclaimer.html pour obtenir des directives. Code: $SGN98473",True,2025-12-10T16:11:57.000+0000,False,False,005OH000002iN7pYAE,2025-12-10T16:11:57.000+0000,005OH00000AX0rVYAT,2025-12-10T20:49:31.000+0000,005OH000002iN7pYAE,2025-12-10T20:49:31.000+0000,(416)795-1224,,dgulko@integriscu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWyNHYA0,False,,24421277,0030A0000029leFQAQ,0010A000002w8m6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- unlocked account and reset password,Medium,"user called she is enable to reset password on her own.
KB0017399
authenticated user.

email========================================================================
Hello Cathy,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with the account unlocked and password issue.
On our call, we have been able to reset your passoword successfully and log in your Workspace account.
We did a quick navigate of the system to search your clients information.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T16:11:14.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-10T15:55:03.000+0000,005OH00000AZ3ZxYAL,2025-12-10T16:11:14.000+0000,005OH00000AZ3ZxYAL,2025-12-10T16:11:14.000+0000,(416)412-4312,,c.monaco@iaprivatewealth.ca,(416)412-4286,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWygYYAS,False,,24420583,0030A0000029VtVQAU,0010A000002vvkrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:44:09.000+0000,False,False,005OH00000245RQYAY,2025-12-10T15:44:09.000+0000,005OH00000245RQYAY,2025-12-10T15:44:10.000+0000,005OH00000245RQYAY,2025-12-10T15:44:10.000+0000,(418)625-5099,,roger@assurancesrb.ca,(418)625-5098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWzCcYAK,False,,24422579,003G0000018f6oAIAQ,0010A000002wOpuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TCP Report Request,Medium,"report provided 

**EMAIL**

Hi Debbie,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
5U7KV9PN4L

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Debbie,

Please find the attached file of a list of clients that do not have a trusted contact person (TCP) listed on file on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients that have a trusted contact person (TCP) set up. The details are as follows:

Request 1:
Advisor: Deborah Lee Lang
Code: 9917-27570

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to debbie@lakecountryfg.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EfDinZWtKMhIn0aeYC_9T0YBxasYDtbwE497cUki8KwElQ?e=a3tSkS",True,2025-12-10T16:14:55.000+0000,False,False,005OH0000071DK9YAM,2025-12-10T16:14:55.000+0000,005OH0000071DK9YAM,2025-12-10T16:14:55.000+0000,005OH0000071DK9YAM,2025-12-10T16:14:55.000+0000,(807)227-2950,,debbie@lakecountryfg.ca,(844)899-1818,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hWzpGYAS,False,,24421074,0030A0000029lFTQAY,0010A000002w8QlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:51:52.000+0000,False,False,005OH000003ds0PYAQ,2025-12-10T15:51:52.000+0000,005OH000003ds0PYAQ,2025-12-10T15:51:52.000+0000,005OH000003ds0PYAQ,2025-12-10T15:51:52.000+0000,(613)767-1234,613-449-6231,cbudd@alignedcapitalpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX06xYAC,False,,24422248,0030A0000029ltaQAA,0010A000002w8x0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0017316 - Failed authentication as postal code is different from the one that was provided. refer to contracts&compensation@canadalife.com to update the postal code.
======================

Hi Vanessa,

Thank you for contacting the workspace support about registering to workspace.

I understand that you need assistance in registering to workspace apparently, we have a different postal code reflecting on file. For security reason you may need to update the postal code before we can assist you in registering to workspace. This must be frustrating on your end and my apologies for the inconvenience. Please call us back once this is worked on if you need further assistance.

Have a wonderful!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T16:30:18.000+0000,False,False,005OH00000BFPZHYA5,2025-12-10T16:10:23.000+0000,005OH00000BFPZHYA5,2025-12-10T19:40:45.000+0000,005OH00000BFPZHYA5,2025-12-10T19:40:45.000+0000,(905)668-3070,6472742794,olivia-joan.lym@ig.ca,(905)668-4089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX0AYYA0,False,,24419585,0035o000003OIN7AAO,0015o0000041HwiAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:27:02.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T15:27:02.000+0000,005G0000002gxxjIAA,2025-12-10T15:27:03.000+0000,005G0000002gxxjIAA,2025-12-10T15:27:03.000+0000,(514)799-6151,,cfulham.csf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX0RzYAK,False,,24426065,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:03:39.000+0000,False,False,0050A000000WjqvQAC,2025-12-10T17:03:39.000+0000,0050A000000WjqvQAC,2025-12-10T17:03:39.000+0000,0050A000000WjqvQAC,2025-12-10T17:03:39.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX0kLYAS,False,,24422399,003OH00000PMT0GYAX,001OH00000UqfNiYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace Registration,Medium,"NAME: MARK KOBELKA
ADVISOR OR SUPPORT STAFF: advisor
ADVISOR CODE: H6208
PHONE: NA
EMAIL: mark@belks.ca
 
ISSUE: 
User was having trouble with registering for a workspace account on the MGA side. 
 
 
FINDINGS:
I pulled up the advisor’s adv firm account and it does show that an MGA account was made already (dated Dec 3rd).
This would mean that the advisor no longer needs our assistance.
 
TROUBLESHOOTING/RESOLUTION:
 Sent an email advising that we do see an active Workspace account for their MGA side and let them know that they can confirm or reply if they have further questions.
 
EMAIL:
 
--------------------------------------***DDS mm/dd/yyyy***--------------------------
Hello Mark, 
It was brought to our attention that you need assistance with registering for your Workspace MGA account. 
However, I did look at your account and see that one was already created for your MGA access after we received this email. It also shows that you have been able to log in successfully since then.
Are you still having any issues with this? If so, you can reply to my email and I can further assist you.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 9, 2025 10:51 AM
To: Kobelka, Mark <mark@belks.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace 
Hi Mark.
Your login for Workspace will be separate for Advisor Solutions and MGA.
I am including @CL Workspace Support to assist you in registering for Workspace under the MGA channel.
Thank you.
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Mark Kobelka <mark@belks.ca> 
Sent: December 3, 2025 1:21 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace 
This is so confusing to get set up. I am using the same email as what is already set up with the old workspace. I cant seam to get anywhere with this new set up. Mark Kobelka, CFP Certified Financial Planner Belks Financial Strategies Inc. Canada
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
ZjQcmQRYFpfptBannerEnd
This is so confusing to get set up. 
I am using the same email as what is already set up with the old workspace. 
I cant seam to get anywhere with this new set up. 
Mark Kobelka, CFP
Certified Financial Planner
Belks Financial Strategies Inc. 
Canada Life l Quadrus Investments                                                     
7A – 2010 Currie Blvd 
Brandon MB, R7B 4E7 
Office: 204-728-1155                                                                                                          
Cell: 204 620-1515
Website: www.Belks.ca                                                                                                     
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-10T16:12:23.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T16:12:23.000+0000,005OH00000BGf2TYAT,2025-12-10T16:13:40.000+0000,005OH00000BGf2TYAT,2025-12-10T16:13:40.000+0000,(204)728-1155,,mark@belks.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX0lKYAS,False,,24422634,003OH00000GUO8bYAH,001OH00000KRjYeYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Updating Workspace Email,Medium,"NAME: MARIA DEPALMA 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H2195
PHONE: +16473353153 
EMAIL: maria@depalmainsurance.ca
 
ISSUE: 
User needs help with updating their email and password for Workspace
 
AUTHENTICATION (If Required):
KB0023058 
User did not know the last log in so I authenticated using question 3 from rotating questions (MGA advisor)
 
FINDINGS:
User needs to update their email in APEXA as well but I can assist in updating their workspace sign in email.
 
TROUBLESHOOTING/RESOLUTION:
Used  KB0023058  to update email on file for user. 
User also requested that they wanted a reset password link which I sent them from our end.
User was successfully able to log into their account after the updates.
Finally, user asked to information about commission statements.
I advised them to reach out to RSA.
 
EMAIL:
 
--------------------------------------***DDS 12/10/2025***--------------------------
Hello Maria,
Thank you for contacting Workspace Support today to update your email address.
On the call today, I was able to successfully authenticate your information and then proceed with updating your email address. I also sent you a link to update your password for workspace. Finally, as mentioned on the call, please reach out to your regional sales associate to get the commission statements you requested.
Regional Sales Associate: anushe.khawar@canadalife.com
If you have any more questions, please contact us again.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-10T16:31:12.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T16:15:40.000+0000,005OH00000BGf2TYAT,2025-12-10T16:31:53.000+0000,005OH00000BGf2TYAT,2025-12-10T16:31:53.000+0000,(647)335-3153,,maria@depalmainsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX16FYAS,False,,24420872,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-10T15:50:30.000+0000,False,False,005OH000006uyEBYAY,2025-12-10T15:48:43.000+0000,005OH000006uyEBYAY,2025-12-10T15:50:30.000+0000,005OH000006uyEBYAY,2025-12-10T15:50:30.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX1EbYAK,False,,24419639,0031600002PjlwtAAB,0010A000002wNnMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor is getting prompt from their ,FA app but their unable to still sign onto workspace.
*************
Hi Dougals      , thank you for contacting the workspace support today.

To recap our call, you have some issues with your MFA. We were able to disconnect and reconnect your salesforce authenticator, now you’re able to sign onto your workspace account.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T15:37:32.000+0000,False,False,005OH00000BFQFCYA5,2025-12-10T15:28:12.000+0000,005OH00000BFQFCYA5,2025-12-10T16:32:26.000+0000,005OH00000BFQFCYA5,2025-12-10T16:32:26.000+0000,(416)433-3445,,doug@smithdoug.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX1FtYAK,False,,24419468,0030A0000029b3xQAA,0010A000002w06LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:25:16.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T15:25:16.000+0000,005G0000002gxxjIAA,2025-12-10T15:25:16.000+0000,005G0000002gxxjIAA,2025-12-10T15:25:16.000+0000,(450)654-1889,(514) 513-4160,kim.roy@ig.ca,(450)654-8821,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX1r3YAC,False,,24420916,003OH00000TQ0DOYA1,001OH00000ZpUUiYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Email update,Medium,"KB0023734- User is inquiring about signing into her Workspace account with her new email, zcabana@primerica.com. 
Yesterday was told she registered with her wrong email (iCloud)
KB0023539 - authenticated (rotation 2) updated email address from icloud to Primerica
KB0023523  - Reset MFA - set up KB0022821

Email: zcabana@primerica.com 
Code: PA665

***********************************************
Good morning, Zenaida

Thank you for contacting the Workspace Support Team, it was great speaking with you today with your Workspace account!
 
I'm glad I was able to assist you with signing into your Workspace account and updating your email address. During Workspace login it will now request a confirmation through the Microsoft Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T15:56:39.000+0000,False,False,005OH00000BG5v4YAD,2025-12-10T15:49:23.000+0000,005OH00000BG5v4YAD,2025-12-10T16:39:55.000+0000,005OH00000BG5v4YAD,2025-12-10T16:39:55.000+0000,(365)293-4226,,zcabana@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX31ZYAS,False,,24419660,003OH00000KUkMvYAL,001OH00000P0g2hYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:28:35.000+0000,False,False,0055o000001NWfMAAW,2025-12-10T15:28:35.000+0000,0055o000001NWfMAAW,2025-12-10T15:28:35.000+0000,0055o000001NWfMAAW,2025-12-10T15:28:35.000+0000,(416)571-2780,,cherians4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX3DIYA0,False,,24422935,003OH00000Y0rVQYAZ,001OH00000gdV8gYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:19:48.000+0000,False,False,005OH00000BTQdVYAX,2025-12-10T16:19:48.000+0000,005OH00000BTQdVYAX,2025-12-10T16:19:48.000+0000,005OH00000BTQdVYAX,2025-12-10T16:19:48.000+0000,(819)437-8479,,wrocque@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX3G5YAK,False,,24419686,003G0000018f6KIIAY,0010A000002wOMXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:29:13.000+0000,False,False,005OH00000245RQYAY,2025-12-10T15:29:13.000+0000,005OH00000245RQYAY,2025-12-10T15:29:13.000+0000,005OH00000245RQYAY,2025-12-10T15:29:13.000+0000,(514)293-4696,(514) 293-4696,angelo@mazzellafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX3WGYA0,False,,24424053,003G0000018f6fvIAA,0010A000002wOdxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:36:13.000+0000,False,False,005OH00000245ROYAY,2025-12-10T16:36:13.000+0000,005OH00000245ROYAY,2025-12-10T16:36:13.000+0000,005OH00000245ROYAY,2025-12-10T16:36:13.000+0000,(519)980-8200,,john@john-rocheleau.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX4NUYA0,False,,24421182,0030A0000029Us5QAE,0010A000002vuvEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR-P051,Medium,"***DDS 2025-12-10***
User is encountering ERR-P051 when trying to view policy 60035520T (screenshot attached).
DDS escalated to L2 as per KB0020732.
Note Anik Pilon doesn't seem to have a Workspace account.

==================================================================================

User's Name: Anik Pilon
Email: Anik.Pilon@iggpp.ca

Advisor's Name: Danny Tremblay
Email: danny.tremblay@iggpp.ca
Code: 69526
SF ID: 0055o000001oCHhAAM

Policy Number: 60035520T 
Client Name: 9304-7108 Quebec Inc
Policy Address: 1915 Rue Saint-Louis, Gatineau QC, J8T 4H5
Contract Type: CIIP3
SF ID: 02i5o000001Di7QAAS
 
==================================================================================

****Email Chain**
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Bonjour,

Lorsque j’essaie de visualiser le produit 60035520T pour le client 9304-7108 QUEBEC INC, le message suivant s’affiche :

Désolé, une erreur s’est produite. Nous nous efforçons de la résoudre le plus rapidement possible. Veuillez réessayer plus tard.
Erreur : ERR-P051

Pourriez-vous svp corriger ce problème dans les plus brefs délais ?

Merci pour votre aide.

Anik Pilon, Adjointe Administrative, Équipe Danny Tremblay
8-103, rue Georges, Gatineau (Québec) J8M 1A1 
Tél. : 819-281-8263 | www.equipetremblay.com

 
Pour une approche intégrée de vos finances personnelles et corporatives.

« Veuillez noter que les directives reçues par courriel, télécopieur ou messagerie texte ne seront pas traitées avant que j’aie examiné votre dossier et discuté avec vous des directives en question. Par conséquent, le prix en vigueur au moment où vous laissez votre message n’est pas garanti. » « Please note trade instructions received by email, fax, or text will not be processed until I've had the opportunity to review your file and discuss the transaction request.  Consequently, no pricing is guaranteed by leaving the message. »",True,2025-12-10T15:53:38.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T15:53:38.000+0000,005OH00000AX0rVYAT,2025-12-10T15:53:53.000+0000,005OH00000AX0rVYAT,2025-12-10T15:53:53.000+0000,(819)243-6497,8199218185,danny.tremblay@iggpp.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX59pYAC,False,,24419962,003G0000018f77HIAQ,0010A000002wPAbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application - TAN error - INC1933363,Medium,"*** DDS 15DEC2025 ***
user and DAS confirmed submitted succcessfully
*** DDS 10DEC2025 ***
INC1933363 submitted

The user is getting 'Oops somethign went wrong TAN' for the application below. They mentioned that they ran into an issue with the H&L questionnaire yesterday where they awre unable to hit 'Next' and the app kept on bouncing up to the 'abnormal MRI' question. They were then able to move forward with the app today, however when they got to the point of submitting to the client, they then received the Oops TAN error. Can you please investigate?


Full Name:  BRENT R BEAUDOIN
User ID:	BBEAUDOIN@clext
Advisor commission code:
SF URL: 0050A000001azGZQAY
Email: brent@elevateiig.ca
Phone:905-321-0434
Application number: 60924169-1
Error code/colour: TAN
Type of app: Term 100k
{please attach a screen shot of the full screen with the error}


KB0022199 - Followed the guidance.. call assist.. SL Jennifer took over the call.

--------------------------EMAIL CHAIN:

Hello Brent,

Thank you very much for your email and I apologize for my delay in response as I was off at the end of last week. We are also seeing the app was submitted successfully on our end, thank you very much for confirming on your end. I will mark the incident as resolved and please don’t hesitate to reach out if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Brent Beaudoin <brent@elevateiig.ca> 
Sent: December 11, 2025 11:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Simple protect TAN error - C24419962/INC1933363

Either you fixed or it worked itself out? Last night I was doing another simple protect, I got an AZURE error and to call support … I just kept trying to hit next and move forward and then 3rd try it worked and was able to move on?? In regards
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Either you fixed or it worked itself out?

Last night I was doing another simple protect, I got an AZURE error and to call support … I just kept trying to hit next and move forward and then 3rd try it worked and was able to move on??

In regards to this incident – it now is fixed on my end
Thanks for the feedback

 
Brent Beaudoin, BBA, CFP
Certified Financial Planner & Investment Representative
 
Elevate Investment & Insurance Group 
Canada Life, Quadrus Investment Services Ltd. & Financial Horizons Group
  Office: 905-394-1434   Direct: 905-321-0434
  www.elevateiig.ca
 
Office Manager: sydney@elevateiig.ca
 
“The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.” 
 


Hello Brent,

Thank you for contacting Workspace Support today regarding the Simple Protect TAN error that you are getting with application 60924169-1. Thank you for providing the additional details on our call. We have escalated the issue to our Digital Hub team for investigation and we will follow up with you as soon as we hear back from the team with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T13:51:07.000+0000,False,False,005OH000006wv2TYAQ,2025-12-10T15:34:05.000+0000,005OH00000BFPZHYA5,2025-12-15T13:51:07.000+0000,005OH000006wv2TYAQ,2025-12-15T13:51:07.000+0000,(905)321-0434,,brent@elevateiig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX5yBYAS,False,,24421936,0030A0000029pfbQAA,0010A000002wC46QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:05:39.000+0000,False,False,005OH000003ds0PYAQ,2025-12-10T16:05:39.000+0000,005OH000003ds0PYAQ,2025-12-10T16:05:39.000+0000,005OH000003ds0PYAQ,2025-12-10T16:05:39.000+0000,(647)922-9057,,catherine.macrae@outlook.com,(905)695-0848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX7gHYAS,False,,24420359,003G0000018f7TZIAY,0010A000002wPa9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:41:02.000+0000,False,False,005OH00000245RQYAY,2025-12-10T15:41:02.000+0000,005OH00000245RQYAY,2025-12-10T15:41:03.000+0000,005OH00000245RQYAY,2025-12-10T15:41:03.000+0000,(819) 777-2882,(819) 664-2039,lf@groupemajor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX82uYAC,False,,24420831,003G0000018f7DPIAY,0010A000002wPHLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Capintel Access error;,Medium,"******DDS**** 12/10/2025
User was having access issues to capintel, did a logme in session and had user try to access capintel directly through workspace and outside workspace. Access was still not granted. referred user to appropriate support. 

ref: KB0018008

******EMAIL CHAIN******
Hello Craig, 

   It was a pleasure assisting you today, as discussed capintel is a vendor supported application. You can reach out to capintel support team https://www.capintel.com/ using that link to get support with the access issue, as it is not working both within and outside of workspace. You can choose one of the options under the Support sections. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T16:12:51.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T15:48:05.000+0000,005OH00000BFQFHYA5,2025-12-10T16:12:51.000+0000,005OH00000BFQFHYA5,2025-12-10T16:12:52.000+0000,(905)599-4107,(647) 202-4652,craig@dorvalprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX9jjYAC,False,,24422492,0030A0000029gviQAA,0010A000002w4saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Wokrspace registration,Medium,"*** DDS Dec 10th, 2025 ***
User could not access Workspace account. Helped her access ADSL account, service only, for an old advisor code. Then helped her create a username for new MGA account and sent steps to follow next.
================
Good morning Lindsay,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call, I helped you access the Advisor Solutions account, a Service Only account giving you access the GWL clients from Jamie. I then helped you create a username for a new MGA Workspace account to access Jamie’s current clients. You will have to wait 48 hours before finishing registration.

Here are the steps that you can then do starting this Friday:

 

 

You will then review terms of use, verify your email address and sign in to the account.

If you have any questions, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today in creating your username for a new MGA Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards,",True,2025-12-10T17:55:52.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-10T16:13:36.000+0000,005OH00000AbJ7aYAF,2025-12-10T18:01:32.000+0000,005OH00000AbJ7aYAF,2025-12-10T18:01:32.000+0000,(519)851-4645,5198608080,jamie@asmussenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hX9wbYAC,False,,24420809,0030A0000029W3QQAU,0010A000002vvu3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:47:52.000+0000,False,False,005OH00000245RQYAY,2025-12-10T15:47:52.000+0000,005OH00000245RQYAY,2025-12-10T15:47:52.000+0000,005OH00000245RQYAY,2025-12-10T15:47:52.000+0000,(450)916-3700,,steve.adam2101@gmail.com,(450)886-0406,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXAcYYAW,False,,24421191,0030A0000029VGRQA2,0010A000002vvDoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T15:53:46.000+0000,False,False,005OH000005URvxYAG,2025-12-10T15:53:46.000+0000,005OH000005URvxYAG,2025-12-10T15:53:47.000+0000,005OH000005URvxYAG,2025-12-10T15:53:47.000+0000,(780)467-4671,(780) 920-7970,insurance@cifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXB5dYAG,False,,24423940,0030A0000029iMhQAI,0010A000002w66cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:34:41.000+0000,False,False,005OH000003ds0PYAQ,2025-12-10T16:34:41.000+0000,005OH000003ds0PYAQ,2025-12-10T16:34:42.000+0000,005OH000003ds0PYAQ,2025-12-10T16:34:42.000+0000,(705)251-3000X1,,ellen.macdougall@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXCmkYAG,False,,24422108,0030A0000029gPZQAY,0010A000002w4SmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:08:15.000+0000,False,False,005OH000004oiYEYAY,2025-12-10T16:08:15.000+0000,005OH000004oiYEYAY,2025-12-10T16:08:16.000+0000,005OH000004oiYEYAY,2025-12-10T16:08:16.000+0000,(519)578-4141,,mary.friesen@edwardjones.com,(877)335-9216,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXDCEYA4,False,,24421712,0030A0000029YnxQAE,0010A000002vyAFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1282 - Login issue,Medium,"DANIEL D SEABROOKE
e4714

Advisor needed help for logging in to their workspace account, They were getting above error message. after authentication, i sent them a link for password reset.  they were able to login successfully after password reset.

Hello Daniel,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for workspace login. After authentication, I sent a password reset email. You were able to change your password successfully and it allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T16:12:36.000+0000,False,False,005OH00000BFiyTYAT,2025-12-10T16:02:13.000+0000,005OH00000BFiyTYAT,2025-12-10T16:12:37.000+0000,005OH00000BFiyTYAT,2025-12-10T16:12:37.000+0000,(705)743-1221X22,(705) 743-1221 X22,dan@seabrookefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXDvSYAW,False,,24425626,003G0000018f6UEIAY,0010A000002wOQwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:57:19.000+0000,False,False,0055o000002KxaMAAS,2025-12-10T16:57:19.000+0000,0055o000002KxaMAAS,2025-12-10T16:57:19.000+0000,0055o000002KxaMAAS,2025-12-10T16:57:19.000+0000,(403)313-2026X2,(403) 890-0063,don.rea@myflightplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXE8eYAG,False,,24424001,0030A0000029gqVQAQ,0010A000002w4o1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: ALEXANDER BEELICH 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: 88257
PHONE: +16137239088 
EMAIL: alex.beelich@nlfinancial.ca 
 
ISSUE: 
User needs to register for a Workspace account. 
 
AUTHENTICATION (If Required):
KB0020858 
MGA advisor question 2
 
FINDINGS:
User does have a User ID but does not know what it is
 
TROUBLESHOOTING/RESOLUTION:
Sent email with RepNet link so that user cal use the ‘forgot user ID’ option to recover their User ID
User was able to get their user ID from the site I sent them
I reset ISAM password after authenticating user
User was able to sign in with the temporary password I created and set a new password
User was able to register successfully for workspace.

 
EMAIL:
 
--------------------------------------***DDS 12/10/2025***--------------------------
Hello Alex,
Thank you for contacting Workspace Support to register for a Workspace account.
On the call today, we were able to access your user id and reset the password on the call which gave you access to creating an account on workspace. We successfully registered you for your workspace account on this call. In the future, please log into your workspace account using your Microsoft authenticator app on your phone.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 11:39 AM
To: alex.beelich@nlfinancial.ca
Subject: Recover User ID - 24424001
Hello Alex,
Please visit this link and select ‘forgot user id’ to recover your user id:
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
Thank you.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-10T16:49:25.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T16:35:27.000+0000,005OH00000BGf2TYAT,2025-12-10T16:59:28.000+0000,005OH00000BGf2TYAT,2025-12-10T16:59:28.000+0000,(613)723-9088,,alex.beelich@nlfinancial.ca,(613)723-8864,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXEJbYAO,False,,24422591,0030A0000029bkqQAA,0010A000002w0c6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-12-10***
User was having Authenticator issues.
DDS assisted user in disconnecting and reconnecting SF Authenticator.
 
================================================================================
****Email Chain**
Bonjour Andre,

Merci pour votre appel concernant votre accès à l’Espace Affaires et votre problème d’Authentificateur. Nous sommes très heureux que nous avons pu vous aider à déconnecter et reconnecter votre Authentificateur Salesforce.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T16:15:05.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T16:15:05.000+0000,005OH00000AX0rVYAT,2025-12-10T16:29:17.000+0000,005OH00000AX0rVYAT,2025-12-10T16:29:17.000+0000,(418)540-2899,,servicesfinanciersaleblancinc@gmail.com,(418)543-6985,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXF36YAG,False,,24426250,0030A0000029hqcQAA,0010A000002w5eOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Can't access Workspace,Medium,"Caller Name: Guru
Advisor or support staff: Advisor 
Advisor Code: E6020 MGA
Advisor Name: GURUNATHAN THEVARAJAN	
Phone: 
Email: tnkuru@hotmail.com>		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: My workspace disappeared. Pl call me to help to install my workspace ASAP.

FINDINGS:
SF PROFILE ACTIVE. LAST LOGIN IS 11/5/2025 1:45 PM
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oqqkAAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H7y2AAC%26cntc%3D0035o000004H7y2AAC%26id%3D0055o000001oqqkAAA

--------------------------------------***DDS  12/17/2025***--------------------------
RESOLUTION: AS NO NEW INFORMATION PROVIDED IN THE MESSAGE/ANSWERS TO MY QUESTIONS
HE'S NOTED HE WILL CALL IN. PLEASE HELP AS HE DIDN'T PROVIDE ANYTHING ON THIS CASE/EMAIL THREAD TO BETTER ASSIST HIM.
--------------------------------------***DDS  12/17/2025***--------------------------
Great, we look forward to your call. You can reference this Case#24426250 when calling, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/17/2025***--------------------------
UPDATE RECEIVED BUT NO NEW INFORMATION PROVIDED.
--------------------------------------***DDS  12/17/2025***--------------------------
Hi!

Please don’t close it. I will call you tomorrow to set up this request.

Thanks.
Guru.
E6020.

Get Outlook for iOS


--------------------------------------***DDS  12/16/2025***--------------------------
RESOLUTION: NO RESPONSE RECEIVED. CLOSING. SENT FINAL MESSAGE. 

--------------------------------------***DDS  12/16/2025***--------------------------
Hello Guru,

Following up on the email below. 

As we have not received a response from you, we’re going to close this request. 

Should you still require assistance, please do give us a call as your convenience. Our phone # is listed below, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/12/2025***--------------------------
Thanks for the information, Marisa.

Guri, please also elaborate on what software you’re referring to have installed as Workspace is not a software installed on your computer. It’s a website address, www.workspace.canadalife.com to sign in.

Please visit the website to sign into Workspace, once you sign into Workspace, you will need to authenticate using the code from the Authenticator app you would have installed on your phone.

If you’re having issues signing in, please provide the error#/screenshot to better assist, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/12/2025***--------------------------
UPDATE RECEIVED FROM MARISA SPADA
--------------------------------------***DDS  12/12/2025***--------------------------
Hi Workspace 

Guru is the advisor and his code is E6020.

Hope this helps. 

Marisa Spada 
Regional Sales Associate, Insurance  
Insurance Inside Sales, Insurance Distribution 
Web application training| Business process| General inquiries|
Telephone: (416) 552-3139/ Email: marisa.spada@canadalife.com


--------------------------------------***DDS  12/12/2025***--------------------------
SENT FINAL FOLLOW UP/CLOSING
--------------------------------------***DDS  12/12/2025***--------------------------
Hello Guru,

As we have not received any responses from you, we’re closing this request. Should you still need assistance, please feel free to get back to us or give us a call at your convenience.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/11/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  12/11/2025***--------------------------
Hello Guru,

Following up on the email below. 

Please do get back us with the information if you still require assistance, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   


--------------------------------------***DDS  12/10/2025***--------------------------
REQUESTED ADDITIONAL INFORMATION

--------------------------------------***DDS  12/10/2025***--------------------------
Hello Guru,

Your message was sent to us by Marisa to better assist you with Workspace.

Are you an advisor or do you support an advisor? Please provide your advisor codes or the advisor name/code you support.

Please also confirm your name as I was unable to locate you.

Please also elaborate on what software you’re referring to have installed as Workspace is not a software installed on your computer. It’s a website address, www.workspace.canadalife.com to sign in.

Let us know so we can better assist you, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/10/2025***--------------------------
EMAIL RECEIVED FROM THE RSA
--------------------------------------***DDS  12/10/2025***--------------------------
Good Afternoon Team,

Please see the email below from the advisor that needs assistance with Workspace.

Regards, 

Marisa Spada 
Regional Sales Associate, Insurance  
Insurance Inside Sales, Insurance Distribution 
Web application training| Business process| General inquiries|
Telephone: (416) 552-3139/ Email: marisa.spada@canadalife.com

Important : 
Workspace
Advisors and support teams can get ready by registering for Workspace today

Take advantage of a 5% reduction in premium on new qualifying LifeAdvance™ critical illness insurance policies.  

 

Welcome to the new Canada Life
For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: https://repnet1.canadalife.com/portal/stellent1/groups/iiip/%40iiipdefaultpublic/documents/content/s1_302564.pdf 

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: kuru thevarajan <tnkuru@hotmail.com> 
Sent: December 9, 2025 4:08 PM
To: Spada, Marisa <Marisa.Spada@canadalife.com>
Subject: [EXT] Canada life Software.

Hi Marisa! My workspace disappeared. Pl call me to help to install my workspace ASAP. Currently I have a client to deal with it. Thanks. Guru. Get Outlook for iOS                                                                             
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd

Hi Marisa!

My workspace disappeared. Pl call me to help to install my workspace ASAP.

Currently I have a client to deal with it.

Thanks.
Guru.",True,2025-12-16T14:53:49.000+0000,False,False,005OH00000AUS7aYAH,2025-12-10T17:06:19.000+0000,005OH00000AUS7aYAH,2025-12-17T20:10:35.000+0000,005OH00000AUS7aYAH,2025-12-17T20:10:35.000+0000,(416)892-3249,,tnkuru@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXF7hYAG,False,,24428116,0030A0000029oh6QAA,0010A000002wBIuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA,Medium,"CHARLENE WOIT
H4921
Advisor needed help for MFA disconnect. after authentication, MFA disconnected and help them to setup new one.

Hello Charlene, 

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

In our today’s call, you needed assistance for MFA disconnect and setup new authenticator. After authentication, I disconnected the authenticator and help you to setup google authenticator. You were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T17:41:08.000+0000,False,False,005OH00000BFiyTYAT,2025-12-10T17:33:13.000+0000,005OH00000BFiyTYAT,2025-12-10T17:41:08.000+0000,005OH00000BFiyTYAT,2025-12-10T17:41:08.000+0000,(403)358-2695,,charlene@charwoitfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXFCPYA4,False,,24421888,003OH00000J3TYtYAN,001OH00000NLpOwYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't login to Workspace,Medium,"Caller Name: BOZENA E BOGDANOWICZ (Eva)
Advisor or support staff: Advisor support and also an advisor-Dual Citizen
Advisor Code: H2841 HER PERSONAL CODE AND FOR FOR THE ADVISOR SHE SUPPORTS H2854
Advisor Name: BOZENA E BOGDANOWICZ	- National Account
Phone: (519) 886-2360 AND CELL 519-577-0015
Email: eva.bogdanowicz@igpwm.ca		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Can't access Workspace for herself. tried password re-set doesn't receive anything. 
she needs access to the advisors book of business also. ADVISOR SHE SUPPORTS H2854
advisor she supports checked his Workspace and no delegates are listed. 
1-1EX6SQ1


FINDINGS: found SF profile, with test dummy user/not under investigation
TIM TAM SEARCH WITH 1-1EX6SQ1 SHOWS SHE REGISTERED EVABOGDAN
CHECKED ISAM, Evabogdan@clext is active. 

also checked TPA access and TPA is seen for Eva to advisor codes H2854
KEVIN REID (RO022)

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000006btv0YAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000J4cOsYAJ%26cntc%3D003OH00000J4cOsYAJ%26id%3D005OH000006btv0YAA

RESOLUTION: Tried to setup a log me in session but she couldn't setup, it was being blocked.
guided her to register for Workspace. she completed registration. 
signed into workspace and authenticated with 5 digit code sent to her.
had her sign out/back in again to test with success.




--------------------------------------***DDS  12/10/2025***--------------------------
Hello Eva,

Thank you for contacting Workspace Support regarding not being able to access Workspace. 
 
It was a pleasure speaking with you! 
 
To recap, it determined on our call that you have not registered for Workspace access with the User ID “Evabogdan” you created sometime ago. 

We went through your account registration for Workspace. You completed registration and was able to sign into Workspace and authenticate with the 5-digit code that was sent to you.
 
We made sure to test by logging out and back in with success. 

I was also able to confirm you do have Third Party Access to the advisor you support Kevin Reid H2854. 

As you’ve just registered for Workspace access, you will need allow 48hrs before you’re able to view Kevin’s book of business.

Please also reach out to contracts&compensation@canadalife.com  to have your address information on file updated.
 
Don’t hesitate to reach out if there is anything I can assist with in the future.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T17:02:11.000+0000,False,False,005OH00000AUS7aYAH,2025-12-10T16:04:56.000+0000,005OH00000AUS7aYAH,2025-12-10T17:02:37.000+0000,005OH00000AUS7aYAH,2025-12-10T17:02:37.000+0000,(519)886-2360,,eva.bogdanowicz@igpwm.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXG0TYAW,False,,24424224,0030A00000A0fqNQAR,0010A00000AZqffQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect,Medium,"Advisor is unable to update application and client is having issues verifying their identity. 
********
Hi Lisa , thank you for contacting the workspace support today.

To recap our call, your client was having issues verifying their identity due to them having two different postal codes in their address, please have them try the alternate postal code in the application to verify. To have the correct address updated after the application is signed you can request assistance from your new business coordinator.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T17:02:21.000+0000,False,False,005OH00000BFQFCYA5,2025-12-10T16:38:43.000+0000,005OH00000BFQFCYA5,2025-12-10T17:02:22.000+0000,005OH00000BFQFCYA5,2025-12-10T17:02:22.000+0000,(780)719-4683,,lisa@bigpicturefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXGvGYAW,False,,24425897,003OH000009rG1TYAU,001OH00000BxmqKYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Email Change,Medium,"***DDS 2025-12-10***
User wanted to change email address and authenticator as they switched companies.
DDS authenticated user and assisted with email change and authenticator disconnect.
 
================================================================================
****Email Chain**
Bonjour Rachel,

Merci pour votre appel concernant votre changement de courriel et d’authentificateur. Nous sommes très heureux que nous avons pu vous aider à changer votre adresse courriel et votre authentificateur après de vous avoir authentifié.

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T17:01:03.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T17:01:03.000+0000,005OH00000AX0rVYAT,2025-12-10T17:08:07.000+0000,005OH00000AX0rVYAT,2025-12-10T17:08:07.000+0000,(819)539-3442,,racheldarveau@eclipseassurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXH2xYAG,False,,24422872,0030A0000029d80QAA,0010A000002w1hoQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"*****DDS**** 12/10/2025
User needed assistance with registration but no registration letter. referred user to DM.


*****email chain*****

Hello Donna,

     It was a pleasure assisting you today, as discussed you will need to reach out to @Distribution Methodology to get your registration letter before you can register for workspace. In the meantime, you can try reaching out to client services at 1-888-252-1847 or your RSA Marie-Claire Jobson at marie-claire.jobson@canadavie.com or 581-705-4165, for other options to submit the application while you wait for your registration letter. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T16:34:49.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T16:18:48.000+0000,005OH00000BFQFHYA5,2025-12-10T16:34:50.000+0000,005OH00000BFQFHYA5,2025-12-10T16:34:50.000+0000,(514)832-5100,,dhaley@assante.com,(514)832-5232,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXHo3YAG,False,,24424749,003G0000018f6jIIAQ,0010A000002wOjWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Redirect Issue,Medium,"***DDS 2025-12-10***
User reports automatically logging in to Investment Centre when trying to login to Workspace.
DDS guided user to login link from Google.
DDS did a logmein to add the link to user's favourite tab.
 
================================================================================
****Email Chain**
Bonjour Denise,

Merci pour votre appel concernant votre accès à l’Espace Affaires. Nous sommes très heureux que nous avons pu vous aider à résoudre votre problème de login. Si vous rencontrez ce problème encore, essayez d’utiliser ce lien pour accéder à l’Espace Affaires : Espace affaires ouvrez une session — Canada Vie

Si vous avez un moment, merci de remplir ce sondage afin de nous aider à mieux vous servir.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T16:45:36.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T16:45:36.000+0000,005OH00000AX0rVYAT,2025-12-10T16:54:47.000+0000,005OH00000AX0rVYAT,2025-12-10T16:54:47.000+0000,(514)791-3473,(514) 791-3473,patrick.beauchamp@sfprogestion.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXHvmYAG,False,,24422768,0030A000007Hb3XQAS,0010A0000088sJOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- New Business application page is stuck - INC1933483,Medium,"*** DDS 23DEC2025 ***
INC1933483 closed as resolved Dec 11, user confirmed resolved, closing case

*** DDS 10DEC2025 ***
INC1933483 submitted
------------------------
user called regarding application 60925871-3  is stuck and grey out cannot proceed to next step.
did a troubleshoot clearing cache and cookies.
attempted to access application again.
Ask user for picture as cannot do Log me in session with her association.
C7233
KB0023222

escalate to second level for investigation.

Email==============================================================================================================

Hello Sabrina,

Thank you for contacting Workspace Support today regarding the issue that you ran into with this Term app within the New Business eApp program and thank you for providing the screenshot below. We have escalated the issue to our Digital Hub team for investigation and we will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Corker,Sabrina <Sabrina.Corker@edwardjones.com> 
Sent: December 10, 2025 11:23 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Workspace/New Business eApp issue 60925871-3 - INC1933483/C24422768

Sabrina Corker Financial Advisor with Edward Jones Making Sense of Investing sabrina. corker@ edwardjones. com www. edwardjones. com/sabrina-corker Find us on Facebook Find us on LinkedIn 905-965-1207 6855 Meadowvale Town Center Circle Mississauga
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 

Sabrina Corker
Financial Advisor with Edward Jones
Making Sense of Investing 
 
sabrina.corker@edwardjones.com 
www.edwardjones.com/sabrina-corker
Find us on Facebook
Find us on LinkedIn 
905-965-1207
 
6855 Meadowvale Town Center Circle 
Mississauga On
L5N 2Y1
 
Our team helps individuals achieve their serious financial goals by discovering their values and needs and subsequently implementing tailored solutions. We strive to provide a client experience that exceeds their expectations.
 
Please note that for your protection, trade instructions or instructions to send funds cannot be accepted over email or by voicemail. Do not respond with personal information, including social insurance numbers or account numbers.
 
 
 
 

If you are not the intended recipient of this message (including attachments) or if you have received this message in error, immediately notify us and delete it and any attachments. 

If you do not wish to receive any email messages from Edward Jones, excluding administrative communications, please email this request to Opt-Out@edwardjones.com from the email address you wish to unsubscribe. 

U.S. residents: For important additional information related to this email, visit www.edwardjones.com/us-en/disclosures/email and Privacy Notice. Edward D. Jones & Co., L.P. d/b/a Edward Jones, 12555 Manchester Road, St. Louis, MO 63131 © Edward Jones. All rights reserved. 

Canadian residents: For important additional information related to this email, visit www.edwardjones.ca/ca-en/disclosures/email and Privacy Notice. Edward Jones, 90 Burnhamthorpe Rd West Suite 902 Mississauga, Ontario Canada L5B 3C3 Edward Jones. All rights reserved. 

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Si vous ne voulez pas recevoir des messages par Internet de Edward Jones, excluant des communications administratives, veuillez envoyer cette demande par courriel à Opt-Out@edwardjones.com à partir de l’adresse par courriel dont vous voulez annuler la souscription. 

Résidents Canadiens: Pour d’autres détails importants relatifs au présent courriel, visitez www.edwardjones.ca/fr/divulgations/email.html Edward Jones, 90 Burnhamthorpe Rd West Suite 902 Mississauga, Ontario Canada L5B 3C3 Edward Jones. Tous droits réservés.",True,2025-12-23T16:56:07.000+0000,False,False,005OH000006wv2TYAQ,2025-12-10T16:17:35.000+0000,005OH00000AZ3ZxYAL,2025-12-23T16:56:08.000+0000,005OH000006wv2TYAQ,2025-12-23T16:56:08.000+0000,(905)812-1380,(905) 965-1207,sabrina.corker@edwardjones.com,(866)591-8140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXIGmYAO,False,,24425190,0030A000006iVZuQAM,0010A000007TNZmQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Policies in WS,Medium,"Advisor and Non-Advisor Shannon McNeice calling to confirm delegate access to Advisor code E5088; confirmed TPA Access with Assist; investigated missing policies/clients; sent f/u email providing TPA form if needed for future

Resources Referenced: KB0021280, Siebel, Co-Pilot, WS, Workspace Utility, License Inquiry, Assist

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 11:16 AM
To: smcneice@stalwartinsurancegroup.com
Subject: Delegation Access for KONSTANTIN MAKIEVSKI - SF Case #24425190

Hi Shannon,

Thank you for reaching out to Workspace Support! It was lovely meeting you. 

As discussed, we have confirmed that your Non-Advisor Workspace Profile has TPA Access to Konstantin Makievski’s Advisor Code E5088.

This means that, within your Non-Advisor Workspace account, you should access to the following types of information: 

•	Clients that you have delegate access to 

Tip: From the Manage Clients page, select the red Search button to populate clients that have been entered into Workspace under Advisor codes you have access to

•	In-force Canada Life policies – i.e. 69043747P

Tip: Always search for policies/assets/files using the Global Search Bar in the top right-hand corner of Workspace

•	REQ-files that have been uploaded for policies that are still being underwritten

Tip: There is a difference between files that have been ‘uploaded’ to a Client profile in Workspace and those that have been ‘submitted’ through Workspace to Head Office for processing – only files that have been submitted will have a REQ# in their file name

Moving forward, if you believe that your Workspace account is missing a client or policy, please feel free to reach out to us for further investigation! As well, we have included the Third-Party Access form to this email if future delegation access is needed for any additional members of your firm. 

We hope this has helped! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T18:18:12.000+0000,False,False,005OH00000BFQFDYA5,2025-12-10T16:51:25.000+0000,005OH00000BFQFDYA5,2025-12-10T18:18:12.000+0000,005OH00000BFQFDYA5,2025-12-10T18:18:12.000+0000,(604)916-6947,,mcneice.shannon@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXIojYAG,False,,24428201,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:34:30.000+0000,False,False,005OH000005URvxYAG,2025-12-10T17:34:30.000+0000,005OH000005URvxYAG,2025-12-10T17:34:31.000+0000,005OH000005URvxYAG,2025-12-10T17:34:31.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXIqEYAW,False,,24422840,0030A00000CSYDJQA5,0015o000003tFgnAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:18:26.000+0000,False,False,005OH00000245ROYAY,2025-12-10T16:18:26.000+0000,005OH00000245ROYAY,2025-12-10T16:18:27.000+0000,005OH00000245ROYAY,2025-12-10T16:18:27.000+0000,(226)350-1254,(226) 350-1254,conner@horizonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXJnwYAG,False,,24423896,0031600002SzO3KAAV,0010A000002wNxzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:34:06.000+0000,False,False,0055o000001NWfMAAW,2025-12-10T16:34:06.000+0000,0055o000001NWfMAAW,2025-12-10T16:34:06.000+0000,0055o000001NWfMAAW,2025-12-10T16:34:06.000+0000,(514)655-3966,(514) 655-3966,duan.leo@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXKNRYA4,False,,24428877,003OH00000HvNCiYAN,001OH00000M2sNxYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"NAME: CLARICE ROBITAILLE 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H2671
PHONE: NA
EMAIL: claricerobitaille@inherentwealth.ca
 
ISSUE: 
User is having trouble accessing their workspace account

 
FINDINGS:
They might be confusing user ID with their email or mught be unsure if they have an account already or not. 
Our system shows that they already have an MGA workspace account but it is under an email that is different from the one that the user contacted us with which might be an old email if they are having trouble logging in.
 
TROUBLESHOOTING/RESOLUTION:
 I advised the user that they do have an account already but might need to update their email.
I let them know that they should try logging in with the other email and password but if they have trouble with this, they would need to contact us to update the address through our backend system.
 
EMAIL:
 
--------------------------------------***DDS 12/10/2025***--------------------------
Hello  Clarice,
It was brought to our attention that you are having trouble accessing your Workspace Account. I am happy to provide some clarification.
Your MGA workspace account is registered and active on our files. However, it does have a log in email that is not claricerobitaille@inherentwealth.ca.  You can change your email when you log in to your account. If this is the wrong email and you are having trouble logging in/resetting your password due to access, we can assist you with updating your email
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Davis, Maria <Maria.Davis@canadalife.com> 
Sent: December 9, 2025 12:19 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Accessing Workspace - Clarice Robitaille 
Hi
Please see below and advise 
Thank you!
Maria 
From: Clarice Robitaille <claricerobitaille@inherentwealth.ca> 
Sent: December 9, 2025 11:01 AM
To: Davis, Maria <Maria.Davis@canadalife.com>
Subject: [EXT] Accessing Workspace
Hello Maria, I am having trouble accessing the workspace. I do not believe I ever received a User ID or any necessary codes to enable my access. Could you please assist me with this? Thank you, Clarice Robitaille -- Clarice Robitaille Licensed
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
ZjQcmQRYFpfptBannerEnd
Hello Maria,
I am having trouble accessing the workspace. I do not believe I ever received a User ID or any necessary codes to enable my access.
Could you please assist me with this?
Thank you,
Clarice Robitaille
-- 
Clarice Robitaille
Licensed Administrator, Inherent Wealth Inc.
Email: clarice@inherentwealth.ca
Website: www.inherentwealth.ca
Cell: (519) 999-4371",True,2025-12-10T17:44:37.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T17:44:37.000+0000,005OH00000BGf2TYAT,2025-12-10T17:56:23.000+0000,005OH00000BGf2TYAT,2025-12-10T17:56:23.000+0000,(519)999-4371,,clarice@inherentwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXKgjYAG,False,,24423040,0030A0000029jY0QAI,0010A000002w73RQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:21:19.000+0000,False,False,0050A000000WjqvQAC,2025-12-10T16:21:19.000+0000,0050A000000WjqvQAC,2025-12-10T16:21:20.000+0000,0050A000000WjqvQAC,2025-12-10T16:21:20.000+0000,(613)695-6111X105,(613) 262-0203,gdamnon@rgpackman.ca,(613)695-9111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXLg5YAG,False,,24426862,0030A0000029aLxQAI,0010A000002vzWZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign into workspace due to an error , did some troubleshooting with them.
************
Hi David      , thank you for contacting the workspace support today.

To recap our call, you needed assistance signing into workspace today. I did some troubleshooting with you by clearing previous history within your browser and you were able to sign on, your next sign in attempt will likely ask you to set up your MFA. I have also provided the link for the product illustration download.


If you are having any issues, please let me know in your response



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T17:31:48.000+0000,False,False,005OH00000BFQFCYA5,2025-12-10T17:15:01.000+0000,005OH00000BFQFCYA5,2025-12-10T17:41:13.000+0000,005OH00000BFQFCYA5,2025-12-10T17:41:13.000+0000,(604)729-2470,,ffis@shaw.ca,(604)605-1674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXMqcYAG,False,,24424393,0030A0000029dXWQAY,0010A000002w22yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1507,Medium,"User requesting assistance with registering to Workspace. Ended up working over the phone when inputting password again.
Set up MFA - Microsoft 

Email: dhudson@hudsonhenderson.com 
Code: 54474
Phone: 705-457-5453

***************************************************************
Good afternoon, Darryl

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with registering for Workspace and setting up your MFA. During Workspace login it will now request a confirmation through the Microsoft Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T17:00:34.000+0000,False,False,005OH00000BG5v4YAD,2025-12-10T16:40:54.000+0000,005OH00000BG5v4YAD,2025-12-10T17:00:34.000+0000,005OH00000BG5v4YAD,2025-12-10T17:00:34.000+0000,(705)286-4727,,darryl@dkcgroup.com,(705)286-4769,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXNd1YAG,False,,24424834,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:46:31.000+0000,False,False,0055o000001NWfMAAW,2025-12-10T16:46:31.000+0000,0055o000001NWfMAAW,2025-12-10T16:46:32.000+0000,0055o000001NWfMAAW,2025-12-10T16:46:32.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXNhpYAG,False,,24423665,0035o000004YY5cAAG,0015o0000057MLVAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"KB0017316 - assisted the advisor in registering to workspace.
===================

Hi Sandeep,

Thank you for contacting the workspace support about registering to workspace support.

We have confirmed that you have created your user id and register to workspace successfully. We can confirm that you are able to access your workspace as of this time. Keep in mind that all features may take 24 to 48 to perfectly working for you.

We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T16:47:52.000+0000,False,False,005OH00000BFPZHYA5,2025-12-10T16:30:44.000+0000,005OH00000BFPZHYA5,2025-12-10T17:07:34.000+0000,005OH00000BFPZHYA5,2025-12-10T17:07:34.000+0000,(647)720-1214,,sandeeptalwar55@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXO69YAG,False,,24428800,0030A0000029hr1QAA,0010A000002w5eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/10*
----------------
Jane 
70540

JANE JAHANARA SAHRE VICTOR

user able to reset password successfully. 
walked user through the MFA setup
walked through how to log in
walked through how to find their client list 


*email*
----------------
Good afternoon Jane, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace but had some prior authentication issues preventing us from acting. This time we were able to pass authentication and assist you logging into Workspace. We set up your browser-based authenticator and showed you how to log into Workspace, you logged in successfully. We also guided you to your client list by navigating the client link on the left-hand side of your Workspace window. If you have any questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T19:19:30.000+0000,False,False,005OH000008919xYAA,2025-12-10T17:43:25.000+0000,005OH000008919xYAA,2025-12-10T19:19:30.000+0000,005OH000008919xYAA,2025-12-10T19:19:30.000+0000,(604)317-7934,(604) 317-7934,geoffy@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXQb1YAG,False,,24427951,0030A0000029aS6QAI,0010A000002vzamQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"advised caller that we can only help directly the account owner so we would need to speak to them to further assist.
+2364991218

**************************************************CALL BACK******************************************************
NAME: TANYA WILSON 
ADVISOR OR SUPPORT STAFF: advisor
ADVISOR CODE: E0644
PHONE: 2364991218 
EMAIL: tanya.wilson@wellington-altus.ca 
 
ISSUE: 
User needs help with registration
 
 
AUTHENTICATION (If Required):
KB0020858 
December authentication for MGA advisors
 
FINDINGS:
Ended uup finding our that User has an account on Workspace and they just needed to reset their workspace password not their RepNet 
 
TROUBLESHOOTING/RESOLUTION:
Reset ISAM password amnd advised user to register
This did not work since I user already has a workspace account
Sent reset password link from sf instead.
They were able to reset the password and log in to workspace again.
User also asked for access to be given to their assistance.
I sent them a TPA form in follow up email to be completed for processing.
 
EMAIL:
 
--------------------------------------***DDS 12/10/2025***--------------------------
Hello Tanya,
Thank you for contacting Workspace Support about registering for your workspace account.
On the call today, we were able to unlock your workspace account and reset your password to give you access to workspace again. Additionally, please see attached the TPA form as requested to give your assistance access to workspace.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 4:16 PM
To: tanya.wilson@wellington-altus.ca
Subject: Update User ID Password - 24427951
Hello Tanya,
Please log in through this link and update your password with your user ID
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
Thank you.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-10T21:29:21.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T17:30:57.000+0000,005OH00000BGf2TYAT,2025-12-10T21:29:21.000+0000,005OH00000BGf2TYAT,2025-12-10T21:29:21.000+0000,(604)802-7897,(604) 802-7897,tanya.wilson@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXQhMYAW,False,,24424907,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:47:15.000+0000,False,False,0055o000001NWfMAAW,2025-12-10T16:47:15.000+0000,0055o000001NWfMAAW,2025-12-10T16:47:16.000+0000,0055o000001NWfMAAW,2025-12-10T16:47:16.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXQiwYAG,False,,24426822,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:14:26.000+0000,False,False,0055o000001NWfMAAW,2025-12-10T17:14:26.000+0000,0055o000001NWfMAAW,2025-12-10T17:14:26.000+0000,0055o000001NWfMAAW,2025-12-10T17:14:26.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXRTlYAO,False,,24426161,0030A0000029ZEfQAM,0010A000002vyYwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: JEWELL WILLIAMS  
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: D6618
PHONE: 1 888-252-1847 
EMAIL: jwilliams@serenialife.ca 
 
ISSUE: 
User got a new device and needs help with setting up the browser authenticator extension
 
AUTHENTICATION (If Required):
KB0020738 
MGA questions 2
 
FINDINGS:
I can disconnect previous authenticator and set up a new one for user. 
 
TROUBLESHOOTING/RESOLUTION:
Connected with user through a log me in session
Installed browser authenticator on google chrome browser
Confirmed with user that they can log in and authenticate on their own.
 
EMAIL:
 
--------------------------------------***DDS 12/10/2025***--------------------------
Hello Jewell,
Thank you for contacting Workspace Support about setting up a new authentication on your new device. 
On the call today, I was able to disconnect your previous authenticator and set up a new on your google chrome browser. In the future, you should be able to sign into workspace with this browser and authenticate using the browser attachment I installed for you today.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 ",True,2025-12-10T17:16:20.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T17:05:00.000+0000,005OH00000BGf2TYAT,2025-12-10T17:16:20.000+0000,005OH00000BGf2TYAT,2025-12-10T17:16:20.000+0000,(416)452-1147,,jwilliams@serenialife.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXRthYAG,False,,24429775,0030A0000029eFJQAY,0010A000002w2e7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:57:56.000+0000,False,False,005OH000005URvxYAG,2025-12-10T17:57:56.000+0000,005OH000005URvxYAG,2025-12-10T17:57:57.000+0000,005OH000005URvxYAG,2025-12-10T17:57:57.000+0000,(780)699-0858,,brian.k@live.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXSHhYAO,False,,24424499,0030A000007bWIbQAM,0010A000008TTgTQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:42:16.000+0000,False,False,005OH000007fgYjYAI,2025-12-10T16:42:16.000+0000,005OH000007fgYjYAI,2025-12-10T16:42:17.000+0000,005OH000007fgYjYAI,2025-12-10T16:42:17.000+0000,(514)370-3030X203,(514) 830-3818,seb.turcot@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXSUcYAO,False,,24424890,003OH00000WBJMgYAP,0015o000008Cz0HAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:47:04.000+0000,False,False,005G0000002gyDJIAY,2025-12-10T16:47:04.000+0000,005G0000002gyDJIAY,2025-12-10T16:47:04.000+0000,005G0000002gyDJIAY,2025-12-10T16:47:05.000+0000,(306) 359-1999,,deanna@beyondwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXSrDYAW,False,,24427076,0030A0000029gwpQAA,0010A000002w4tNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,SimpleProtect Error code Orchid,Medium,"***DDS*** 12/10/25
Name: Kevin McArlde
Phone:
Agent code:
Reference: KB0022199

Hello Kevin,

Thank you for confirming Advisor and Advisor code.

Yes, please create a new application as error code “Orchid” has to do with network or browser response.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: McArdle,Kevin <Kevin.McArdle@edwardjones.com> 
Sent: December 10, 2025 1:01 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Bezaire, Sam <Sam.Bezaire@canadalife.com>; Connolly,Julie A <Julie.Connolly@edwardjones.com>
Subject: [EXT] RE: 24427076 - RE: Linda Davies app 60924534-4 

Kevin McArdle 45956 Please respond ASAP or I will put another app through if that is easier From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Wednesday, December 10, 2025 12: 20 PM To: McArdle,Kevin <Kevin. McArdle@ edwardjones. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Kevin McArdle 

45956 

Please respond ASAP or I will put another app through if that is easier 




***DDS*** 12/10/25
Name: Kevin McArlde
Phone: 
Agent code: 
Reference: KB0022199

Hello Kevin,

Thank you for contacting the Workspace support group regarding SimpleProtect Error code Orchid as per the screenshot.

Please advise who the advisor is and the alligned Advisor code.

Please also provide a step by step to get to the point of the error screen so we may investigate.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: McArdle,Kevin <Kevin.McArdle@edwardjones.com> 
Sent: December 9, 2025 8:19 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Bezaire, Sam <Sam.Bezaire@canadalife.com>; Connolly,Julie A <Julie.Connolly@edwardjones.com>; McArdle,Kevin <Kevin.McArdle@edwardjones.com>
Subject: [EXT] FW: Linda Davies app 60924534-4 

To whom it may concern, We would very much like to have an update on this application. Our goal is to have this matter resolved by the end of the day. Kevin McArlde From: McArdle,Kevin Sent: Wednesday, December 3, 2025 2: 41 PM To: CL Workspace
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
To whom it may concern,

We would very much like to have an update on this application. Our goal is to have this matter resolved by the end of the day. 


Kevin McArlde",True,2025-12-10T17:18:14.000+0000,False,False,005OH00000BGeeHYAT,2025-12-10T17:18:14.000+0000,005OH00000BGeeHYAT,2025-12-10T18:28:01.000+0000,005OH00000BGeeHYAT,2025-12-10T18:28:01.000+0000,(705)435-4019,,kevin.mcardle@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXSw3YAG,False,,24427509,003OH00000M96MhYAJ,001OH00000QumMIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Workspace Registration,Medium,"***DDS 2025-12-10***
User needed assistance registering for Workspace.
User was able to register for Workspace while on call.
 
================================================================================
****Email Chain**
Bonjour Kettely,

Merci pour votre appel concernant votre inscription à l’Espace Affaires. Nous sommes très heureux que vous avez pu compléter votre inscription avec nous.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T17:24:50.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T17:24:50.000+0000,005OH00000AX0rVYAT,2025-12-10T17:27:39.000+0000,005OH00000AX0rVYAT,2025-12-10T17:27:39.000+0000,(514)371-5486,,kpradel@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXUBTYA4,False,,24426649,0030A0000029ZQeQAM,0010A000002vyi6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - ERR-W1285,Medium,"KB0020563 - KB0020858 - Reset User ID - authenticated (rotation 2) - reset temporary password 
KB0020561  - ERR-W1282- Self guided user to 'reset password' for Workspace 

Email: beeleelim@telus.net 
Code: B7893

**************************************************************
Good afternoon, Bee
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully sign into your Workspace account.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T17:20:34.000+0000,False,False,005OH00000BG5v4YAD,2025-12-10T17:11:45.000+0000,005OH00000BG5v4YAD,2025-12-10T17:23:54.000+0000,005OH00000BG5v4YAD,2025-12-10T17:23:54.000+0000,(604)805-2873,,beeleelim@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXUbGYAW,False,,24427306,0031600002cHPMZAA4,0010A000002wOJzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:21:56.000+0000,False,False,0055o000002KxaMAAS,2025-12-10T17:21:56.000+0000,0055o000002KxaMAAS,2025-12-10T17:21:56.000+0000,0055o000002KxaMAAS,2025-12-10T17:21:56.000+0000,(825)963-2186,(250) 470-2186,isa@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXVCNYA4,False,,24425796,0035o000003OIN7AAO,0015o0000041HwiAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:59:59.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T16:59:59.000+0000,005G0000002gxxjIAA,2025-12-10T17:00:00.000+0000,005G0000002gxxjIAA,2025-12-10T17:00:00.000+0000,(514)799-6151,,cfulham.csf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXWGUYA4,False,,24425542,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T16:56:18.000+0000,False,False,005OH000005URvxYAG,2025-12-10T16:56:18.000+0000,005OH000005URvxYAG,2025-12-10T16:56:19.000+0000,005OH000005URvxYAG,2025-12-10T16:56:19.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXXMIYA4,False,,24432424,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-10T18:39:14.000+0000,False,False,005OH000006uyEBYAY,2025-12-10T18:34:31.000+0000,005OH000006uyEBYAY,2025-12-10T18:39:14.000+0000,005OH000006uyEBYAY,2025-12-10T18:39:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXXe8YAG,False,,24436574,0035o000004VrztAAC,0015o0000054s9iAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:32:17.000+0000,False,False,005OH00000BfjndYAB,2025-12-10T19:32:17.000+0000,005OH00000BfjndYAB,2025-12-10T19:32:18.000+0000,005OH00000BfjndYAB,2025-12-10T19:32:18.000+0000,(604)549-2487,(778) 860-6549,aquiles.rosales@prospera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXYqAYAW,False,,24428848,0030A0000029dNeQAI,0010A000002w1vvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:44:09.000+0000,False,False,0055o000002DK5fAAG,2025-12-10T17:44:09.000+0000,0055o000002DK5fAAG,2025-12-10T17:44:09.000+0000,0055o000002DK5fAAG,2025-12-10T17:44:09.000+0000,(905)212-6558,,andriy.bejnar@ipcc.ca,(844)754-7305,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXYrqYAG,False,,24429513,003G000001B4XzuIAF,0010A000002wQI8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:54:05.000+0000,False,False,0055o000002KxaMAAS,2025-12-10T17:54:05.000+0000,0055o000002KxaMAAS,2025-12-10T17:54:05.000+0000,0055o000002KxaMAAS,2025-12-10T17:54:05.000+0000,(780)465-5201,(780) 499-5705,margaret@fdgteam.com,(780)469-6089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXYwlYAG,False,,24429794,003G0000018f7drIAA,0010A000002wPkNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:58:15.000+0000,False,False,0055o000002KxaMAAS,2025-12-10T17:58:15.000+0000,0055o000002KxaMAAS,2025-12-10T17:58:16.000+0000,0055o000002KxaMAAS,2025-12-10T17:58:16.000+0000,(780)465-5201,(780) 497-1036,marie@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXZO3YAO,False,,24426678,003OH00000M94kYYAR,001OH00000Qur83YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace verification code issue,Medium,"******DDS*****12/10/2025
Primerica user calling as they are not receiving verification code, when attempting to sign in. Just receiving unrecognized network emails.

Case: 24426678
Advisor: ROBERT GRAY HOGGARD
Advisor code: P4423
Email: rhoggard@primerica.com
Phone and best contact time: 5193178045, anytme after 3pm today

Escalated to 2nd level
 


******email chain*****",True,2025-12-10T17:44:17.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T17:12:20.000+0000,005OH00000BFQFHYA5,2025-12-10T17:44:18.000+0000,005OH00000BFQFHYA5,2025-12-10T17:44:18.000+0000,(519)317-8045,,rhoggard@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXaTmYAK,False,,24426535,0030A0000029kCvQAI,0010A000002w7ZbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0022825 - Assisted the advisor in resetting her MFA
===================

Hi Cheryl,

Thank you for contacting the workspace support about an access issue.

We have identified that you were having an issue with the multi-factor authenticator app/MFA. We have disconnected the previous MFA and reset a new one for you. We can confirm that you were able to access to workspace.

Appreciate the time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T17:23:59.000+0000,False,False,005OH00000BFPZHYA5,2025-12-10T17:10:16.000+0000,005OH00000BFPZHYA5,2025-12-10T17:33:47.000+0000,005OH00000BFPZHYA5,2025-12-10T17:33:47.000+0000,(506)778-8446,,cherylharris@nb.aibn.com,(506)778-8459,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXaokYAC,False,,24427054,0030A0000029VNMQA2,0010A000002vvIJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:17:52.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T17:17:52.000+0000,005OH000004Ir1xYAC,2025-12-10T17:17:52.000+0000,005OH000004Ir1xYAC,2025-12-10T17:17:52.000+0000,(403)828-4430,,collin@accessiblewealthstrategies.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXbZZYA0,False,,24430384,003G0000018f6dpIAA,0010A000002wObrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,resetting user id and password.,Medium,"***DDS*** 12/10/25
Name: Brian PATRICK Murray
Phone:
Agent code: F1268

Hello Brian, 

Thank you for confirming everything is good now, I will close out the ticket.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Brian Murray <brian@murray-financial.com> 
Sent: December 10, 2025 1:28 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 24430384 - RE: My profile

Everything with Workforce was done yesterday. Thanks Brian future emails brian@ murray-financial. com Brian Murray, Financial Advisor Affiliated with Canada Life and Quadrus Investment Services Cell: 613-791-4671 From: Workspace Support <WorkspaceSupport@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Everything with Workforce was done yesterday. Thanks
Brian

future emails
brian@murray-financial.com
 
Brian Murray, Financial Advisor
Affiliated with Canada Life and Quadrus Investment Services
Cell: 613-791-4671





***DDS*** 12/10/25
Name: Brian PATRICK Murray
Phone: 
Agent code: F1268
Reference: Waiting for reply from probing question, possible issue - KB0023420 ?

Hello Brian,

Thank you for contacting the Workspace support group regarding resetting user id and password.

Our records shows that you can successfully log into your ADSL Workspace yesterday?  Please advise if you still need assistance?

If you are getting an error message please take a screenshot so we may investigate.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Uche, Nnedinma <Nnedinma.Uche@canadalife.com> 
Sent: December 9, 2025 8:50 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: My profile

Hello Team,

Please can you assist.

Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com> 
Sent: Monday, December 8, 2025 11:41 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: My profile

 
________________________________________
From: Brian Murray <brian@murray-financial.com>
Sent: Monday, December 8, 2025 5:40:50 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>
Subject: [EXT] My profile
I just spoke with Technology department to get help with resetting my user id and password for policy illustrations. She told me that my information was not correct and I needed to contact your office to get help. I can be reached at 613-791-4671. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
I just spoke with Technology department to get help with resetting my user id and password for policy illustrations. She told me that my information was not correct and I needed to contact your office to get help.
I can be reached at 613-791-4671.
 
My London life advisor code is LL14999-8
My Canada life advisor code is F1268
My Financial Horizons advisor code is H5930
 
My address is 889 Tewin Circle, Orleans, Ontario, K4A1K3
 
I gave all this information to the help desk and they said I needed to reach out to you.?
 
Can someone please give me a call at 613-791-4671.
 
Thanks, Brian
 
Brian Murray, Financial Advisor
Affiliated with Canada Life 
Investment Representative, Quadrus Investment Services Ltd.
Cell: 613-791-4671",True,2025-12-10T18:06:39.000+0000,False,False,005OH00000BGeeHYAT,2025-12-10T18:06:39.000+0000,005OH00000BGeeHYAT,2025-12-10T19:16:10.000+0000,005OH00000BGeeHYAT,2025-12-13T02:01:49.000+0000,(613)791-4671,(613) 791-4671,brian@murray-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXbpgYAC,False,,24428143,003OH00000YzJlSYAV,001OH00000ieG6TYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:33:36.000+0000,False,False,005OH000006owoYYAQ,2025-12-10T17:33:36.000+0000,005OH000006owoYYAQ,2025-12-10T17:33:36.000+0000,005OH000006owoYYAQ,2025-12-10T17:33:36.000+0000,(306)955-9190,,sadie.klein@igpwm.ca,(306)374-9174,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXcIpYAK,False,,24430471,0030A0000029e8zQAA,0010A000002w2Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Needs forms,Medium,"Caller Name: Suk Kaur
Advisor or support staff: Advisor support
Advisor Code:	H0446
Advisor Name: MANJIT SANDHU	
Phone: 
Email: sandhumanjitsingh@yahoo.ca		
Siebel verification: verified
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: verified
Issue: needs access to forms not found on workspace. she doesn't have her own workspace. signed into workspace as the advisor and uses their info 

RESOLUTION: GUIDED HER TO USE RELAY CHAT

--------------------------------------***DDS  12/10/2025***--------------------------
Hello Manjit/Suk,

Thank you for contacting Workspace Support today Suk regarding access to forms not found in Workspace. 

As mentioned on our call, as Workspace technical support, we are not equipped to answer such questions. 
 
As discussed, please click on the Support Tab top right of the screen above your initials in Workspace, then click on the tile, “I’m looking to chat with an agent online”. 

This team will be able to assist you with getting the forms needed.
 
 



🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T18:16:02.000+0000,False,False,005OH00000AUS7aYAH,2025-12-10T18:07:52.000+0000,005OH00000AUS7aYAH,2025-12-10T18:22:45.000+0000,005OH00000AUS7aYAH,2025-12-10T18:22:45.000+0000,(905)799-2470,416-300-7393,sandhumanjitsingh@yahoo.ca,(905)799-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXcygYAC,False,,24429166,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,farahb734@gmail.com,,,,0125o0000004MjyAAE,Closed,,Email,,[EXT] Re: Company paid form to be completed,Medium,"Good morning , Attached is my business account so you can take the monthly fee and also beneficiary for this policy. Thank you On Mon, Dec 1, 2025, 10: 31 Freedom Health <callcentreihs@ securecl. canadalife. com> wrote: You have received a
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé.
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur.
<https://us-phishalarm-ewt.proofpoint.com/EWT/v1/HMCOyEk!2mh1tY1kejxWseJGR6fZoX7hz-eiY_3lb8Ya7DxlhiGf2SNfNmtxhDW750TRUyEG-x7lIQ44-hsZ4xKuxBPWeMDFES66xQqd9QxSNK7gkvxD4_htkaJVyt5yGzXIScGQzUbFbkZy$>
Report Suspicious

ZjQcmQRYFpfptBannerEnd
Good morning ,
Attached is my business account so you can take the monthly fee and also beneficiary for this policy. Thank you

On Mon, Dec 1, 2025, 10:31 Freedom Health <callcentreihs@securecl.canadalife.com<mailto:callcentreihs@securecl.canadalife.com>> wrote:
[CL_Bilingual]  [cid:172810262519970717-100002]
You have received a secure email from Canada Life.
Vous avez reçu un courriel sécurisé de la Canada Vie.
Click here/Cliquez ici<https://encrypted.canadalife.com/formpostdir/securereader?id=cF6e_Sn4sRD5KhMWXEFf-ZzcsEbdP0Tb&brand=2c024622f027877e11> by 2025-12-22 08:31 CST

After this date you'll need to open the attachment.
Après cette date, vous devrez ouvrir la pièce jointe
For help, please refer to our Secure Email Service guide./Pour obtenir de l'aide, veuillez consulter notre guide du service de messagerie électronique sécurisé.<https://www.canadalife.com/content/dam/canadalife/documents/ext-files/canada-life-secure-email-service-guide.pdf>
Disclaimer:  The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

If you have concerns about this email, please visit the Contact Us page of www.canadalife.com<http://www.canadalife.com>.

Avertissement:Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Pour toute préoccupation en lien avec le présent courriel, veuillez consulter la page Pour nous joindre dans le site www.canadavie.com<http://www.canadavie.com>.

.
Secured by Proofpoint Encryption, Copyright © 2009-2025 Proofpoint, Inc. All rights reserved.",True,2025-12-10T18:05:23.000+0000,False,False,005OH000006uyEBYAY,2025-12-10T17:49:05.000+0000,005OH000003pdnBYAQ,2025-12-11T00:31:47.000+0000,005G0000002h3jmIAA,2025-12-11T00:31:47.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,1.0,0.0,0.0,,False,113.0
500OH00000hXd8NYAS,False,,24435233,0030A0000029Zn2QAE,0010A000002vz1LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:14:01.000+0000,False,False,005OH00000865wTYAQ,2025-12-10T19:14:01.000+0000,005OH00000865wTYAQ,2025-12-10T19:14:01.000+0000,005OH00000865wTYAQ,2025-12-10T19:14:01.000+0000,(403)671-6730,(587) 585-6730,vicgee415@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXeu2YAC,False,,24428944,0030A0000029dNeQAI,0010A000002w1vvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:45:38.000+0000,False,False,0055o000002DK5fAAG,2025-12-10T17:45:38.000+0000,0055o000002DK5fAAG,2025-12-10T17:45:38.000+0000,0055o000002DK5fAAG,2025-12-10T17:45:38.000+0000,(905)212-6558,,andriy.bejnar@ipcc.ca,(844)754-7305,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXfrhYAC,False,,24432965,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:42:19.000+0000,False,False,0055o000001NWfMAAW,2025-12-10T18:42:19.000+0000,0055o000001NWfMAAW,2025-12-10T18:42:19.000+0000,0055o000001NWfMAAW,2025-12-10T18:42:19.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXhR0YAK,False,,24429278,003G0000018f77NIAQ,0010A000002wPAhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA RESET,Medium,"user called he wants to diconect his mfa authenticator and reconnect with a browser authenticator.
authenticated user 
KB0016709
email============================================================================
Hello Shaun,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you with authenticator reset.

On our call today we have disconnected your old authenticator and reconnect with the edge browser authenticator.

After connection we did a trial logging out and back in, which was a success.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-12-10T18:09:18.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-10T17:50:34.000+0000,005OH00000AZ3ZxYAL,2025-12-10T18:09:18.000+0000,005OH00000AZ3ZxYAL,2025-12-10T18:09:18.000+0000,(613)284-2375,,shaun@northstarwealthestate.ca,(613)284-0292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXhVGYA0,False,,24432266,0030A0000029p9dQAA,0010A000002wBfiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support-Web Illustration,Medium,"User request to remove his address from the illustration on advisor detail.
using KB0021033 
assist user , edit information.

email====================================================================
Hello Brad,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with the Web Illustration today.
On our call we were able to acess your advisor illustration information and complete the update.
I am including a screen images of where you can find the edit advisor information for your future use.
 
 
 

If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T19:02:49.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-10T18:32:18.000+0000,005OH00000AZ3ZxYAL,2025-12-10T19:02:49.000+0000,005OH00000AZ3ZxYAL,2025-12-13T02:01:22.000+0000,(705)817-2434,6479569204,brad.paproski@emma.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXhWtYAK,False,,24429039,0030A0000029otuQAA,0010A000002wBTrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:46:57.000+0000,False,False,005OH000005URvxYAG,2025-12-10T17:46:57.000+0000,005OH000005URvxYAG,2025-12-10T17:46:58.000+0000,005OH000005URvxYAG,2025-12-10T17:46:58.000+0000,(780)966-5084,,cboyle@legacyfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXhn1YAC,False,,24428496,0030A0000029Y2cQAE,0010A000002vxYKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:38:57.000+0000,False,False,005OH000005URvxYAG,2025-12-10T17:38:57.000+0000,005OH000005URvxYAG,2025-12-10T17:38:58.000+0000,005OH000005URvxYAG,2025-12-10T17:38:58.000+0000,(780)702-0344X104,,tom@lifeguidefinancial.com,(780)702-0523,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXhv5YAC,False,,24429615,0030A00000BJLZDQA5,0010A00000Btfs0QAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect banking format error,Medium,"****DDS****12/10/25 

User keeps getting error message when trying to enter banking details on NBWA applications
Provided resources link and referred user to their RSA for more support as per KB0023223
 
============================================================================================= 
 
****Email Chain****

Hello Alex,

Thank you for contacting Workspace Support regarding invalid banking format error message for the applications below.

Please refer to the resources below that provide the format required for each bank:
https://www.acp.canadalife.com/secure/forms-processes/insurance-processes/bank-account-formats.html

For more support on how to fill an application, please contact your Regional Sales Associate.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Melo, Alex <Alex.Melo@canadalife.com> 
Sent: December 9, 2025 11:32 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Tomas, Jason <Jason.Tomas@canadalife.com>
Subject: Re: New Business Web Application Errors

Hello,

I have attempted to submit (4) applications through the New Business Application process but keep receiving an error when inputting the banking information for the client. Unfortunately, I have been unable to submit the applications due to this error.

It will consistently provide me with the error message that the transit numbers are incorrect for the clients though this information is verified via void cheque.

The applications currently pending submission are:
60919301-8 Payam Sarkhosh
60920846-5 Michael and Bernadette Grady
609227606 Nikolai Kim
60925265-0 Kaushik Das

Please advise of how to proceed.

Regards,

Alex Melo
Financial Services Representative, Insurance Link 
Financial Solutions Centre 
Toll-free 1-833-382-5086. 
insurancelink@canadalife.com   
 
Go paperless and get 24/7 access with My Canada LifeTM 
Register now 
 
Prenez le virage numérique et profitez d’un accès en tout temps avec Ma Canada VieMC 
Inscrivez-vous dès maintenant 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T18:03:47.000+0000,False,False,005OH0000097FtCYAU,2025-12-10T17:55:34.000+0000,005OH0000097FtCYAU,2025-12-10T18:05:37.000+0000,005OH0000097FtCYAU,2025-12-10T18:05:37.000+0000,(613)544-9600,,alex.melo@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXi1WYAS,False,,24427800,003G0000018f7STIAY,0010A000002wPZ3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:28:59.000+0000,False,False,0055o000002KxaMAAS,2025-12-10T17:28:59.000+0000,0055o000002KxaMAAS,2025-12-10T17:28:59.000+0000,0055o000002KxaMAAS,2025-12-10T17:28:59.000+0000,(780)439-3610,,brad@monetaplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXi6LYAS,False,,24427612,003G0000018f7PmIAI,0010A000002wPWCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:26:21.000+0000,False,False,0055o000002KxaMAAS,2025-12-10T17:26:21.000+0000,0055o000002KxaMAAS,2025-12-10T17:26:21.000+0000,0055o000002KxaMAAS,2025-12-10T17:26:21.000+0000,(403)938-5313,,harveypickering18@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXi81YAC,False,,24429349,003OH000008JNSlYAO,001OH00000A7AzXYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:51:47.000+0000,False,False,0055o000002DK5fAAG,2025-12-10T17:51:47.000+0000,0055o000002DK5fAAG,2025-12-10T17:51:47.000+0000,0055o000002DK5fAAG,2025-12-10T17:51:47.000+0000,(905)228-2347X217,,jessica@adamsonwealthgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXiW9YAK,False,,24427690,0030A0000029gMMQAY,0010A000002w4PpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:27:35.000+0000,False,False,005OH00000865wTYAQ,2025-12-10T17:27:35.000+0000,005OH00000865wTYAQ,2025-12-10T17:27:35.000+0000,005OH00000865wTYAQ,2025-12-10T17:27:35.000+0000,(780)428-7700,,bdawson@sterlingwealthmgmt.com,(780)424-7710,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXiccYAC,False,,24428989,003G0000018f7JSIAY,0010A000002wPOiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Planning Report,Medium,"**WRS Email Thread** Dec 10 2025

Salut Maxime,

Veuillez noter que notre équipe n’est pas en mesure de fournir un rapport provenant du Centre de placements en raison de nos mesures de sécurité. Le rapport mentionné peut être généré directement par le conseiller. Pourquoi est-ce qu’il nous demande de le créer pour lui? 

La seule exception est le rapport de sommaire fiscal des transactions, qui est réservé exclusivement aux consultants, expérience opérationnelle. 

Nous vous remercions de votre compréhension.

Cordialement,
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: December 5, 2025 7:14 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: Re: Gestion R.E.R. Maltais # client 548929291 - Case 24229604/24289819

Bonjour, 

Svp produire le rapport. Je vais lui transmettre l’information mais il a besoin qu’on le produise. 

Merci et bonne journée,

Maxime 

Téléchargez Outlook pour iOS
________________________________________
De : Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Envoyé : Thursday, December 4, 2025 3:16:42 PM
À : Belisle, Maxime <Maxime.Belisle@canadavie.com>
Objet : RE: Gestion R.E.R. Maltais # client 548929291 - Case 24229604/24289819 
 
Salut Maxime, 
 
Merci de me laisser savoir. Veuillez noter que sur le relevé de placement, vous devez choisir l’option de « format gain/perte » pour voir les valeurs comptables des transactions.
 
 
 
Veuillez noter que ce rapport n’a pas une valeur comptable totale/cumulée. Il montre seulement la valeur comptable pour chaque transaction.
 
Si le conseiller voudrait avoir la valeur comptable totale, ils peuvent l’obtenir dans la section de « Portefeuille (amélioré) » du centre d’investissement. Notez que cette page montre le total depuis la date d’entrée jusqu’à la date choisie; la date initiale ne peut pas être modifiée.
 
 
 
Également, la société de gestion devrait être capable de créer ce type de rapport pour le conseiller. Si la société de gestion est Canada Vie, veuillez contacter Mackenzie. 
 
Merci pour votre compréhension,
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
 
From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: December 4, 2025 9:27 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: RE: Gestion R.E.R. Maltais # client 548929291 - Case 24229604
 
Bonjour Wilfredy, 
 
Le conseiller a essayé de sortir le rapport, mais il ne voit pas les valeurs comptables cumulées. Est-ce que vous pouvez produire le rapport rapidement? 
 
 
Merci et bonne journée,  
 
Nouvelles Quadrus
Commentaires et suggestions pour Quadrus
 
Maxime Bélisle
Consultant, expérience opérationnelle | Plateformes de distribution, Gestion de patrimoine
Services d’investissement Quadrus ltée
https://www.quadrusinvestmentservices.com/fr
maxime.belisle@canadavie.com  | 438-458-7753
 
Consultez canadavie.com. Suivez-nous sur LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. Les renseignements personnels que vous fournissez, le cas échéant, en répondant à cette demande seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadalife.com/fr/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
De : Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Envoyé : December 3, 2025 2:37 PM
À : Belisle, Maxime <Maxime.Belisle@canadavie.com>
Objet : RE: Gestion R.E.R. Maltais # client 548929291 - Case 24229604
 
Salut Maxime, 
 
Notre équipe peut seulement vous fournir le rapport de sommaire fiscal des transactions (Taxation Trading Report), puisque ce le seul auquel les conseillers n’ont pas accès directement. Les autres rapports sur le centre d’investissement peuvent être crée par les conseillers. 
 
Merci pour votre compréhension,
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
 
From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: December 3, 2025 2:18 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: Re: Gestion R.E.R. Maltais # client 548929291 - Case 24229604
 
Je pensais que vous produisiez le rapport corpo ; quelle est la différence avec celui-ci
 
Téléchargez Outlook pour iOS
________________________________________
De : Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Envoyé : Wednesday, December 3, 2025 9:43:11 AM
À : Belisle, Maxime <Maxime.Belisle@canadavie.com>
Objet : RE: Gestion R.E.R. Maltais # client 548929291 - Case 24229604 
 
Salut Maxime,
 
Je comprends que le conseiller voudrez avoir un relevé avec la valeur comptable et valeur marchande du client. Ce type de rapport est disponible pour tous les conseiller sur la section de « Planification ». En créant un relevé de placement, vous pouvez avoir les valeurs mentionnées.
 
Voici les instructions de comment créer un rapport de planification qui montre les transactions d’un client pendant une période choisie. Une prise d’écran est attachée pour vous guider. 
 
1.	Sur le centre d’investissement, allez à la fenêtre de rapports.
2.	Sous les options de gestion, choisissez « Planification ».
3.	Veuillez choisir « Portefeuille » pour le type de planification.
4.	Sous les critères de sélection, choisissez « Relevés de placements » pour le type.  
5.	Dans la section d’à droite, veuillez écrire le numéro du client.
6.	Veuillez choisir la date d’effet que vous voulez voir (30-09-2025). 
7.	Sous les options de transaction, choisissez l’option « Inclure l’historique ». Vous pouvez aussi choisir la date que vous voudrez voir (01-10-2025).
8.	Après que toutes les instructions sont complétées, veuillez créer le rapport.   
 
 
 
Ce rapport montre tous les fonds et transactions d’un client pendant la période choisie, lesquelles sont sectionnées chronologiquement. Les valeurs comptables se trouvent dans la section des transactions.
 
J’espère que ces instructions vous aident. Si vous aviez des questions additionnelles sur des rapports du centre d’investissement, de taux de rendement, ou sur l’aperçu Portefeuille, n’hésitez pas à nous contacter.
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: December 3, 2025 8:54 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: RE: Gestion R.E.R. Maltais # client 548929291
Importance: High
 
Hi sorry to bother, 
 
I should mention this one is more urgent as the accounting is hounding the advisor for the information. Let me know if there’s anything, 
 
 
Thank you and have a good day
 
Maxime Bélisle
Operations experience Consultant | Wealth distribution platforms
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
maxime.belisle@canadalife.com  |  438-458-7753
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
De : Belisle, Maxime 
Envoyé : December 1, 2025 10:15 PM
À : Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Objet : TR: Gestion R.E.R. Maltais # client 548929291
 
Good morning, 
 
As below to get the reporting on this client 1 oct 2024 au 30 sept 2025
 
Thank you and have a good day, 
 
Maxime
 
De : Emond, Eric <eemond@lussier.co> 
Envoyé : November 27, 2025 8:55 AM
À : Belisle, Maxime <Maxime.Belisle@canadavie.com>
Objet : [EXT] Gestion R.E.R. Maltais # client 548929291
 
Bonjour Maxime, Peux-tu me sortir svp le relevé de client indiquant la valeur comptable ainsi que la valeur marchande du client du 1 oct 2024 au 30 sept 2025 Au plaisir! Eric EMOND , AVC, Pl. fin.  Conseiller en sécurité
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Bonjour Maxime,
 
Peux-tu me sortir svp le relevé de client indiquant la valeur comptable ainsi que la valeur marchande du client du 1 oct 2024 au 30 sept 2025
 
Au plaisir!
 
Eric	 	EMOND	 	, AVC, Pl. fin.	


Conseiller en sécurité financière • Financial Security Advisor
Conseiller en assurance et rentes collectives • Group Insurance and Group Annuity Plans Advisor
Représentant de courtier en épargne collective rattaché à Services d’investissement Quadrus Ltée


 

	L'assurance de
100 ans d'expérience

	T   418 549-7747 #17326


SF  1 877 549 7747 #17326

F   418-579-4961


 eemond@lussier.co







730 255, rue Racine Est
Chicoutimi (Québec) G7H 7L2	 




Ce message est confidentiel et il est destiné uniquement aux personnes à qui il a été adressé. Toute utilisation ou communication non autorisée du présent message est interdite. Si vous ne souhaitez plus recevoir de courriel de notre part, veuillez l’indiquer en répondant à ce message. MDMarque de commerce déposée de Lussier Cabinet de services financiers inc. This message is confidential, and is intended for the above-named recipient(s) only. Any unauthorized use or disclosure of this message is prohibited. If you no longer wish to receive emails from us, please let us know by replying to this message. MDRegistered trademark of Lussier Financial Services Firm Inc.",True,2025-12-10T17:46:11.000+0000,False,False,005OH000002iN7rYAE,2025-12-10T17:46:11.000+0000,005OH000002iN7rYAE,2025-12-10T17:46:11.000+0000,005OH000002iN7rYAE,2025-12-13T02:01:53.000+0000,(418)549-7747,(418) 540-8166,eemond@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXizEYAS,False,,24430518,003G0000018f6U2IAI,0010A000002wOQkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:08:33.000+0000,False,False,0055o000001h4cFAAQ,2025-12-10T18:08:33.000+0000,0055o000001h4cFAAQ,2025-12-10T18:08:33.000+0000,0055o000001h4cFAAQ,2025-12-10T18:08:33.000+0000,(204)947-5555,(204) 229-8880,brian@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXjC9YAK,False,,24431288,0030A0000029YgCQAU,0010A000002vy2tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:19:40.000+0000,False,False,005OH000005URvxYAG,2025-12-10T18:19:40.000+0000,005OH000005URvxYAG,2025-12-10T18:19:40.000+0000,005OH000005URvxYAG,2025-12-10T18:19:40.000+0000,(780)760-2168,(780) 982-1688,benny.wong2168@gmail.com,(780)760-2168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXjNRYA0,False,,24429214,003G0000018f6liIAA,0010A000002wOnSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:49:35.000+0000,False,False,0055o000002KxaMAAS,2025-12-10T17:49:35.000+0000,0055o000002KxaMAAS,2025-12-10T17:49:36.000+0000,0055o000002KxaMAAS,2025-12-10T17:49:36.000+0000,(403)807-6681,(403) 807-6681,nolan@coachingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXjTpYAK,False,,24427893,003OH00000LGTraYAH,001OH00000PuOquYAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needed a new link to be sent to them for the health and lifestyle questionnaire,Medium,"***DDS Dec.10/2025***Samantha

Link has been reactivated and the advisor was sent the details

==================================================================================


==========================================================================================

***DDS Dec.10/2025***
Forwarded the email from the user to L2 in order to have link to the questionnaire sent to the user. Provided necessary supporting info to investigate the matter further.

Advisor’s name & phone number: TANNER PATEMAN / (204) 730-8880
Advisor code: H5770
SF URL : 003OH00000LH3blYAD
Application number: 60916154-0
ISAM ID (@clext):tannerpateman@clext
Description of the issue: Questionnaire link expired, would like a new link to be sent out

*****Email*****

Hello Tanner,,

It was brought to our attention that the signature link for application 60916154-0 expired.

I have gone ahead and re-activated the signature link for the application in question.

Please provide this link http://simpleprotect.canadalife.ca/public/verify?uuid=6c6647e1-4cc3-4721-bae2-b74b2a2dddc9 to your client. This link should be open on the client’s computer, preferably using either Google Chrome or Microsoft Edge.

The expected values the client should be entering is Patel|R7B 0T4|18/10/1983

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Tanner Pateman <tanner.pateman@insureline.com> 
Sent: December 9, 2025 9:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Canada Life incomplete application for 60916154-0 - Case - 24427893

Hello, I’ve tried completing the steps below but it will not let me change anything. Everything is locked. Could you help me? Thanks! Tanner Pateman Commercial Broker 204-730-8880 tanner. pateman@ insureline. com From: SimpleProtect. Support@ canadalife. com
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Hello,

I’ve tried completing the steps below but it will not let me change anything. Everything is locked. Could you help me?

Thanks!

Tanner Pateman
Commercial Broker
204-730-8880
tanner.pateman@insureline.com
 

From: SimpleProtect.Support@canadalife.com <SimpleProtect.Support@canadalife.com> 
Sent: November 9, 2025 10:06 AM
To: Tanner Pateman <tanner.pateman@insureline.com>
Subject: Canada Life incomplete application for 60916154-0

	[EXTERNAL SENDER]
 
Dear advisor, 
Gayatri Patel wasn’t able to successfully complete the health and lifestyle questionnaire or review and sign the application online. The link we sent them previously will no longer work. To send a new link:
•	Open the application in SimpleProtect
•	Select ’Change email’ under the signer’s name
•	Enter the signer’s email address and ’Send’
You’ll be notified once your client has successfully completed and signed the application.
Thank you,
Canada Life
Go to Dashboard 
We care about our clients' privacy. If this email wasn't meant for you, please let us know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can't guarantee this email is virus free and take no responsibility for loss or damage.
CONFIDENTIALITY: This email may contain proprietary, confidential or privileged information. If you are not the intended recipient, viewing, forwarding, or printing this email is strictly prohibited. If you have received this communication in error, you are required to inform the sender of their error immediately and delete the email and any attachments.",True,2025-12-10T18:27:50.000+0000,False,False,005OH000002iN7pYAE,2025-12-10T17:30:10.000+0000,005OH00000BFQFBYA5,2025-12-10T21:31:34.000+0000,005OH000002iN7pYAE,2025-12-10T21:31:34.000+0000,(204)730-8880,,tanner.pateman@insureline.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXjYnYAK,False,,24432934,0030A0000029kOVQAY,0010A000002w7kDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login - account unlock,Medium,"*12/10*
----------------
KB0017399  

Irene Wong 
h1558
IRENE WONG
unlocked account in workspace
walked user though login process, they logged in successfully
09626
*email*
----------------

Good afternoon Irene, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace but were getting the error ERR w1283. This was due to your account being locked, we unlocked your account, and we were able to guide you through logging into Workspace. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T19:15:44.000+0000,False,False,005OH000008919xYAA,2025-12-10T18:41:53.000+0000,005OH000008919xYAA,2025-12-10T19:15:44.000+0000,005OH000008919xYAA,2025-12-10T19:15:44.000+0000,(403)216-0820,,i.wong@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXjlbYAC,False,,24428698,0030A0000029dNeQAI,0010A000002w1vvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:41:52.000+0000,False,False,0055o000002DK5fAAG,2025-12-10T17:41:52.000+0000,0055o000002DK5fAAG,2025-12-10T17:41:52.000+0000,0055o000002DK5fAAG,2025-12-10T17:41:52.000+0000,(905)212-6558,,andriy.bejnar@ipcc.ca,(844)754-7305,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXjyUYAS,False,,24428491,0030A0000029aOFQAY,0010A000002vzY3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:38:55.000+0000,False,False,005OH000006owoYYAQ,2025-12-10T17:38:55.000+0000,005OH000006owoYYAQ,2025-12-10T17:38:56.000+0000,005OH000006owoYYAQ,2025-12-10T17:38:56.000+0000,(306)525-2523,,adnan@parwezfinancial.ca,(306)525-2528,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXkEbYAK,False,,24428074,003G0000018f6RwIAI,0010A000002wOOHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:32:45.000+0000,False,False,0055o000002KxaMAAS,2025-12-10T17:32:45.000+0000,0055o000002KxaMAAS,2025-12-10T17:32:46.000+0000,0055o000002KxaMAAS,2025-12-10T17:32:46.000+0000,(780)720-3018,(780) 720-3018,ted@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXko6YAC,False,,24428768,003G0000018f7t3IAA,0010A000002wPzIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing Policies on ADSL Workspace,Medium,"***DDS*** 12/11/25
Name: Peter Fosbery
Phone:
Agent code: W1185

Hi Peter, 

Thank you for reaching out and sharing your feedback! 

I completely understand how convenient it would be to have both your ADSL (direct) and MGA (indirect) business visible within the same Workspace experience.   At the moment, this functionality isn’t available, but it is on the developers’ roadmap for a future enhancement that will allow toggling between experiences.   Your feedback is valuable and I’ll make sure to pass it along to the team, it helps us prioritize improvements that matter most to you. 

Currently, policies are displayed in different channels based on the advisor code associated with the business: 
-	Direct business (products sold through Canada Life) will appear in the ADSL Workspace. 
-	Indirect business (products not sold directly through Canada Life) will appear in the MGA Workspace. 

We truly appreciate your patience as we work toward this update. In the meantime, if you have any additional questions or suggestions, please don’t hesitate to reach out. We’re here to support you and ensure you have the best possible experience."" 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: pfos1@rogers.com <pfos1@rogers.com> 
Sent: December 11, 2025 1:41 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: 24428768 - RE: [EXT] Listing

why can’t all codes be combined in one location. They are with Manulife and Sun Life. From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Thursday, December 11, 2025 12: 23 PM To: Fosbery, Peter <pfos1@ rogers. com> Subject: 
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why can’t all codes be combined in one location.

They are with Manulife and Sun Life.





***DDS*** 12/11/25
Name: Peter Fosbery
Phone:
Agent code: W1185

Hi Peter, 

Policies would be located in different channel’s depending on the advisor code associated with the business.

Direct business products sold though Canada life would be available though the ADSL Workspace and products that are not directly sold though Canada Life will be under the Indirect MGA Workspace channel. 

We  can suggest speaking with your regional sales associate (RSA) Sharon Mcilvaney sharon.mcilvaney@gwl.ca or connect with the advisor support chat thorugh Workspace to get more detailed information on the separation of the channels.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Peter FOSBERY <pfos1@rogers.com> 
Sent: December 10, 2025 4:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: 24428768 - RE: [EXT] Listing

Why would Term Policies and Par Policies not be in the same channel? Peter Fosbery Fosbery Insurance Agency Baicorp Financial 79 Humber Trail Toronto. ON. M6S 4C2 (416) 769-8842 Sent from my iPad On Dec 10, 2025, at 3: 45 PM, Workspace Support
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Why would Term Policies and Par Policies not be in the same channel?


Peter Fosbery 
Fosbery Insurance Agency
Baicorp Financial
79 Humber Trail
Toronto. ON.   M6S 4C2
(416) 769-8842
 Sent from my iPad



***DDS*** 12/10/25
Name: Peter Fosbery
Phone:
Agent code: W1185

Hello Peter,

Policy N038012P is aligned with the ADSL channel, you will be able to see the policy in ADSL Workspace.

Policies can only be seen in their aligned channel.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: pfos1@rogers.com <pfos1@rogers.com> 
Sent: December 10, 2025 2:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: 24428768 - RE: [EXT] Listing

One Policy N038012P is visible on AWS but not in the MGA portal. There were several Term Policies that also gave a “No results” response in the MGA portal As a useful check, surely all policies should be viewable on both MGA and Advisor Solutions
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One Policy N038012P is visible on AWS   but not in the MGA portal.
There were several Term Policies that also gave a “No results”  response
in the MGA portal

As a useful check, surely all policies should be viewable on both MGA and Advisor Solutions – Yes?


Peter Fosbery, CFP, CEA
Fosbery Insurance Agency
79 Humber Trail
Toronto  ON  M6S4C2
(416) 769-8842
Certified Executor Advisor




***DDS*** 12/10/25
Name: Peter Fosbery
Phone:
Agent code: W1185

Hello Perter

It was great talking with you today regarding GWL policies under your ADSL Workspace.

To re-cap our call for today:

We logged into ADSL Workspace went into Reports -2026 All active Insurance Policies
We are able to see your GWL policies.
We tried searching for a few clients and you were able to see them.
Everything seems to be ok.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Peter FOSBERY <pfos1@rogers.com> 
Sent: December 10, 2025 12:55 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: 24428768 - RE: [EXT] Listing

Follow the thread. I can’t see ANY Great West policies on Workspace! Sent from my iPhone On Dec 10, 2025, at 12: 44 PM, Workspace Support <WorkspaceSupport@ canadalife. com> wrote:  Hello Peter, Thank you for contacting the Workspace support
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Follow the thread. I can’t see ANY Great West policies on Workspace!



***DDS*** 12/10/25
Name: Peter Fosbery
Phone: 
Agent code: W1185
Reference: KB0015376

Hello Peter,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding missing policies on your ADSL Workspace.

Please provide some examples of policies numbers you cannot see under your ADSL Workspace so we may investigate.

Please confirm if you are getting any error messages or no results when you do a search for the clients?

Please also confirm if you were able to see them in the past?  If so roughly how long ago?


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: December 9, 2025 8:38 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Fosbery, Peter <pfos1@rogers.com>
Subject: RE: [EXT] Listing

Hi Team,

Can you please assist Peter with accessing the GWL business under his ADSL WS account (CANFOZ)?

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: GWLCompandContracting <GWLCompandContracting@canadalife.com> 
Sent: November-11-25 08:47
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: [EXT] Listing

 
________________________________________
From: pfos1@rogers.com <pfos1@rogers.com>
Sent: Tuesday, November 11, 2025 8:46:25 AM (UTC-06:00) Central Time (US & Canada)
To: GWLCompandContracting <GWLCompandContracting@canadalife.com>
Subject: [EXT] Listing
we continue to be frustrated by the inability to view any GW Policies on Workspace or anywhere else. Please provide a listing of all policies under my code 074390. I already know the MGA’s is incomplete so theirs is useless. Thank you. 
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we continue to be frustrated by the inability to view any GW Policies on Workspace or anywhere else.
 
 
Please provide a listing of all policies under my code 074390.
 
 
I already know the MGA’s is incomplete so theirs is useless.
 
Thank you.
 
Peter Fosbery, CFP, CEA
Fosbery Insurance Agency
79 Humber Trail
Toronto  ON  M6S4C2
(416) 769-8842",True,2025-12-10T17:42:57.000+0000,False,False,005OH00000BGeeHYAT,2025-12-10T17:42:57.000+0000,005OH00000BGeeHYAT,2025-12-11T20:29:14.000+0000,005OH00000BGeeHYAT,2025-12-11T20:29:14.000+0000,(416)936-3450,(416) 936-3450,pfos1@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXmUzYAK,False,,24432236,0030A000009Lqp1QAC,0010A00000ANvmIQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:32:00.000+0000,False,False,005OH00000BfjndYAB,2025-12-10T18:32:00.000+0000,005OH00000BfjndYAB,2025-12-10T18:32:00.000+0000,005OH00000BfjndYAB,2025-12-10T18:32:00.000+0000,(604)888-2074,,jonah@jffinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXmrVYAS,False,,24428606,003OH00000M94zhYAB,001OH00000Quv4uYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User is trying to sign into her account but it brings her back in a loop to the sign in/ register page. 
Called Assist (Jonathan) - Warm transfer

Email: smith.jacquelineelizab@primerica.com 
Code: P5472",True,2025-12-10T17:42:32.000+0000,False,False,005OH00000BG5v4YAD,2025-12-10T17:40:35.000+0000,005OH00000BG5v4YAD,2025-12-10T18:12:42.000+0000,005OH00000BG5v4YAD,2025-12-10T18:12:42.000+0000,(604)524-5922,,smith.jacquelineelizab@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXnikYAC,False,,24428801,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:43:28.000+0000,False,False,005OH000005URvxYAG,2025-12-10T17:43:28.000+0000,005OH000005URvxYAG,2025-12-10T17:43:29.000+0000,005OH000005URvxYAG,2025-12-10T17:43:29.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXouzYAC,False,,24433521,0030A0000029cJ3QAI,0010A000002w15yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User hung up,Medium,,True,2025-12-10T18:53:12.000+0000,False,False,005OH00000BFQFGYA5,2025-12-10T18:50:03.000+0000,005OH00000BFQFGYA5,2025-12-10T18:53:12.000+0000,005OH00000BFQFGYA5,2025-12-10T18:53:12.000+0000,(438)888-4359,,karine.b@kolaborgroupeconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXq79YAC,False,,24429581,003G0000018f7F2IAI,0010A000002wPJpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Merge issue,Medium,Case-23797010,True,2025-12-10T18:00:54.000+0000,False,False,005OH00000BFiyTYAT,2025-12-10T17:55:08.000+0000,005OH00000BFiyTYAT,2025-12-10T18:00:54.000+0000,005OH00000BFiyTYAT,2025-12-10T18:00:54.000+0000,(902)830-2512,(902) 830-2512,chris@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXrWJYA0,False,,24435695,0030A0000029iPwQAI,0010A000002w69NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:20:03.000+0000,False,False,005OH000004oiYEYAY,2025-12-10T19:20:03.000+0000,005OH000004oiYEYAY,2025-12-10T19:20:03.000+0000,005OH000004oiYEYAY,2025-12-10T19:20:03.000+0000,(519)546-5817,(519) 348-9873,chad.webber@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXrmLYAS,False,,24429710,0030A0000029dNeQAI,0010A000002w1vvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T17:56:58.000+0000,False,False,0055o000002DK5fAAG,2025-12-10T17:56:58.000+0000,0055o000002DK5fAAG,2025-12-10T17:56:58.000+0000,0055o000002DK5fAAG,2025-12-10T17:56:58.000+0000,(905)212-6558,,andriy.bejnar@ipcc.ca,(844)754-7305,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXsCJYA0,False,,24435784,0030A0000029ZGjQAM,0010A000002vyalQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needed assistance with locating policies in Workspace,Medium,"***DDS Dec.10/2025***
User was having trouble locating two policies in Workspace. Logged in as the user and was able to locate both policies. responded to the user and sent a screenshot that included arrows and steps on where to locate both the policies in question.

*****Email*****

Hello Artem, 

Thanks for contacting the Workspace Support team regarding the 2 converted policies you were having trouble locating in Workspace.

You can find these two policies in the Clients section under the Companies field. Please refer to the screenshot that I have attached below.

 

If you have any additional questions or require further support, please do not hesitate to reach out to us.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Artem Financial <contact@artemfinancial.ca> 
Sent: December 9, 2025 9:02 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] cannot see the clients in the system - Case - 24435784

Hello, Can please someone help me with this? We converted 2 policies for both spouses, but I do not see them in the list of my clients when I log in into Canada Life workspace Why is that? MISHCHENKO S0004258P MISHCHENKO S0004261P thanks --
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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Hello,
Can please someone help me with this?
We converted 2 policies for both spouses, but I do not see them in the list of my clients when I log in into Canada Life workspace
Why is that?
MISHCHENKO S0004258P
MISHCHENKO S0004261P
 
thanks
 
 
--
Regards,
Mr.Artem (Art) Bytchkov, PFP, FMA, CEA, CLU
5 ★★★★★ Google reviews
-----------------------------------
Artem Financial LTD - Professional Financial & Insurance Services
www.artemfinancial.ca
Cell 403-690-8622 (good for text messages)
contact@artemfinancial.ca
 
Calculate cost of life insurance
https://artemfinancial.ca/life-insurance
 
This message contains personal and confidential information. 
It is intended solely for the use of the individual or entity named above. Any reading, copying, disclosure, appropriation or circulation of the content of this message by any person other than the intended recipient is strictly prohibited. If you have received this communication in error, please inform us immediately. Thank you for your cooperation. You may stop receiving emails from us at any time by sending us an email with the instruction “unsubscribe”.",True,2025-12-10T19:20:55.000+0000,False,False,005OH00000BFQFBYA5,2025-12-10T19:20:55.000+0000,005OH00000BFQFBYA5,2025-12-10T19:44:43.000+0000,005OH00000BFQFBYA5,2025-12-10T19:44:43.000+0000,(403)690-8622,,bytchkov@pm.me,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXsGAYA0,False,,24431733,003OH00000Y0rVQYAZ,001OH00000gdV8gYAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/10/25 

As per the new process for authentication, user was advised to call us to assist with the registration process
 
============================================================================================= 
 
****Email Chain****

Bonjour William,

Nous avons reçu une demande d'assistance concernant votre inscription sur Espace Affaires.
 
 Pour vous aider, nous devons communiquer avec vous directement par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Cariel, Karina <Karina.Cariel@canadavie.com> 
Sent: December 9, 2025 12:58 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: wrocque@hotmail.com; Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Subject: Monsieur W. Rocque 
Importance: High

Bonjour,

Le conseiller William Rocque voudrait avoir de l’aide afin de finaliser son inscription à espaces affaires.

Pouvez-vous SVP le contacter au (819) 437-8479.

Merci et bonne journée,

Karina Cariel
Représentante régionale des ventes – Assurance, Soutien interne aux ventes 
Regional Sales Representative – Insurance, Inside Sales 

Karina.Cariel@canadavie.com  -  (514) 938-9828
1350 boul. René-Lévesque Ouest, 12e étage,
Montréal QC   H3G 1T4 

 

Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-10T18:25:21.000+0000,False,False,005OH0000097FtCYAU,2025-12-10T18:25:21.000+0000,005OH0000097FtCYAU,2025-12-10T18:31:38.000+0000,005OH0000097FtCYAU,2025-12-10T18:31:38.000+0000,(819)437-8479,,wrocque@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXsllYAC,False,,24434003,003OH000006YONtYAO,0015o000008CyobAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:56:56.000+0000,False,False,0050A000000WjqvQAC,2025-12-10T18:56:56.000+0000,0050A000000WjqvQAC,2025-12-10T18:56:57.000+0000,0050A000000WjqvQAC,2025-12-10T18:56:57.000+0000,(613) 369-5505,,zach@fhpartners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXuCLYA0,False,,24430316,003OH00000AtqA1YAJ,001OH00000DA0x2YAD,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to access Workspace,Medium,"Caller Name: AmirAhmad Seifi
Advisor or support staff: Advisor 
Advisor Code: H0278 MGA
Advisor Name: AmirAhmad Seifi	
Phone: 
Email: amir.a.seifi@gmail.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: I have an issue connecting to my workspace in Canada life as my laptop renewed and all password etc. gone.
 Now it needed an authentication app to create a verification code, I reached to this number 1888-999-4516, while they got my agent code:
They asked for the last time I connected to Canada life workspace and honestly I have no idea as my laptop history has vanished.
 In this case, they said to reach out to your MGA and see if they can help you when you exactly last connected to the workspace, then return to us or may they help you in another way.


FINDINGS: sf profile not locked and he last logged in July and auth is setup. 
checked ISAM, aas1354@clext IS ACTIVE AND TIED TO HIS GMAIL.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000003hxWBYAY%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000Aur79YAB%26cntc%3D003OH00000Aur79YAB%26id%3D005OH000003hxWBYAY

-------------------------------------***DDS  12/10/2025***--------------------------
RESOLUTION: 
he noted he had an update on his phone and none of his authenticator apps he has has the workspace account.
Looks like he called us prior for help as per the emails but couldn't pass verification/last login he couldn't recall.
Now that our methods were changed>If the advisor cannot recall their last login, choose 2 additional questions from Authentication Rotation.xlsx  he can call in/pass, then we can assist and follow KB0020738 if needed.
-------------------------------------***DDS  12/10/2025***--------------------------
Hello Amir,

Thanks for the information. 

To help you with this, we need to connect with you over the phone. As you had an update to your phone and none of your authenticator apps have the Workspace account to authenticate, we may need to disconnect the authenticator from your profile to re-add.

You will need to complete verification and I do understand you reached out prior but as you couldn’t recall the last time you logged into Workspace we were unable to assist. 

When you call, please reference Case#24430316 as I’ve documented all the details so the agent you speak to can better assist, thanks.

Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

-------------------------------------***DDS  12/10/2025***--------------------------
UPDATE RECEIVED
-------------------------------------***DDS  12/10/2025***--------------------------
Hey team,

Yes I have these 3 authentication, but have not workspace on them yet! 

I had an update on my phone recently. 


--------------------------------------***DDS  12/10/2025***--------------------------
SENT FOLLOW UP TO GATHER MORE INFO ABOUT THE ISSUE.
--------------------------------------***DDS  12/10/2025***--------------------------
Thanks for responding Amir.

Do you have an Authenticator app installed on your phone? Does it show the Workspace account and is it generating any codes?

Which app do you have installed?

Have you changed phones? 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/10/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/10/2025***--------------------------
Hey team,
Yes, authentication is the problem, I have some use it for other perpus, but never uses for Canada life!,



--------------------------------------***DDS  12/10/2025***--------------------------
REQUESTED ADDITIONAL INFO. SOUNDS LIKE HE CAN'T AUTHENTICATE AND WILL NEED TO CALL TO DO MFA RE-SET
KB0020738 
--------------------------------------***DDS  12/10/2025***--------------------------
Hello Amir,

Thanks for contacting Workspace Support.

In reviewing the email below, you indicated an authentication app is needed to provide you with the verification code.

Please confirm, are you able to sign into Workspace but stuck when being prompted to enter the verification code to authenticate? 

Do you recall using an authenticator app previously to access Workspace?

The Authenticator app should be on your phone; do you have one installed such as Salesforce? Google/Microsoft Authenticators?

Have you changed phones?

OR are you not able to sign into Workspace at all? Any errors? Please provide a screenshot of the page you’re stuck on.

Please let me know the details above so we can better assist you, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   

--------------------------------------***DDS  12/10/2025***--------------------------
EMAL RECEIVED FROM DM
--------------------------------------***DDS  12/10/2025***--------------------------
Hi Amir.

I am including @CL Workspace Support in this email to assist.

Please see email below from advisor Amirahmad Seifi.

Thank you.





Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Deyo, Tracy <Tracy.Deyo@financialhorizons.ca> 
Sent: December 4, 2025 4:17 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: [EXT] Canada life issue advisor workspace
Importance: High

Good Afternoon Team, 

I know this is a long shot, but would you happen to know where an agent can check to verify the last timed they logged onto workspace?

Is there a work around alternative to reset the access for the agent below?  If there a contact he can speak with to verify identity by different means?
Agent:  AmirAhmad Seifi
Code:   H0278

 

Thank you kindly, 

 
Tracy Deyo
Regional Contracting Specialist
Financial Horizons Inc.
T: 343-307-7956 | TF: 1.877.711.1388
	Visit financialhorizons.com | LinkedIn | Facebook | X


	This communication is governed by the disclaimer found on our website at www.financialhorizons.com/privacy
OFFICE HOURS:  8:30am - 4:30pm EST



From: Amir <amir.a.seifi@gmail.com> 
Sent: December 4, 2025 3:19 PM
To: Tracy Deyo <Tracy.Deyo@financialhorizons.com>
Subject: [EXT] Canada life issue advisor workspace

Hello Tracy, Hope all is well with you. This is Amir Seifi, I have an issue connecting to my workspace in Canada life as my laptop renewed and all password etc. gone. Now it needed an authentication app to create a verification code, I reached
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    Report Suspicious    ‌ 



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Hello Tracy,
Hope all is well with you.
This is Amir Seifi, I have an issue connecting to my workspace in Canada life as my laptop renewed and all password etc. gone.

Now it needed an authentication app to create a verification code, I reached to this number 1888-999-4516, while they got my agent code:
H0278

They asked for the last time I connected to Canada life workspace and honestly I have no idea as my laptop history has vanished.

In this case, they said to reach out to your MGA and see if they can help you when you exactly last connected to the workspace, then return to us or may they help you in another way.

Can you please help on this, as I try to get a DI qoute for a client and I need this access.

By the way, is there a second advisor code as well aside H0278?
Regards,
Amir Seifi",True,2025-12-11T12:58:12.000+0000,False,False,005OH00000AUS7aYAH,2025-12-10T18:05:33.000+0000,005OH00000AUS7aYAH,2025-12-11T12:58:27.000+0000,005OH00000AUS7aYAH,2025-12-11T12:58:27.000+0000,(647)870-4242,,amir.a.seifi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXuNdYAK,False,,24430340,0030A0000029o78QAA,0010A000002wApiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0017316 - Failed authentication, ASA was unable to confirm the address reflecting on file. Refer to contracts&compensation@canadalife.com  to update the address on file.
===========================
Hi Jennifer,

Thank you for contacting the workspace support about trying to register to workspace.

We were able to identify that your advisor’s address on file is not updated. For security reason you may need to update the address on file with contracts&compensation@canadalife.com first.

Thank you for your understanding and have a good day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T18:12:26.000+0000,False,False,005OH00000BFPZHYA5,2025-12-10T18:05:55.000+0000,005OH00000BFPZHYA5,2025-12-10T19:40:03.000+0000,005OH00000BFPZHYA5,2025-12-10T19:40:03.000+0000,(403)472-1780,,csylven@ryderins.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXuQxYAK,False,,24432654,0030A0000029aVzQAI,0010A000002vzdrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:37:45.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T18:37:45.000+0000,005OH000004Ir1xYAC,2025-12-10T18:37:46.000+0000,005OH000004Ir1xYAC,2025-12-10T18:37:46.000+0000,(403)355-6109,,susan.obrien@richardsonwealth.com,(403)355-6053,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXv5HYAS,False,,24432889,003OH00000M904DYAR,001OH00000QumcuYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#primerica,Medium,"Caller Name: ASSEFASH G YIRGAW
Advisor or support staff: Advisor 
Advisor Code: 93MBF / P3635
Advisor Name: ASSEFASH G YIRGAW	
Phone: 778-878-2618
Email: AYIRGAW@PRIMERICA.COM		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Registered. signed out/signed in again to test but its asking for the one time code, she entered the same code originally received and it didn't work. 
CHECK YOUR ONE TIME PASSWORD APPLICATION FROM YOUR CODE
OTP CODE MUST BE 6 DIGITS AND SHE 
OTP CODE. 004603

FINDINGS: KB0023477  

She downloaded the google authenticator app but it has no accounts and not generating any codes
says she was told its not needed. it was only needed for the registration one time code.
also she doesn't want to use this or any authenticators going foward.

CALLED ASSIST DESK/SPOKE TO JASON.

did a log me in session. 

RESOLUTON: ESCALATED TO JASON ON ASSIST/WARM XFER.",True,2025-12-10T19:46:31.000+0000,False,False,005OH00000AUS7aYAH,2025-12-10T18:41:09.000+0000,005OH00000AUS7aYAH,2025-12-10T19:46:31.000+0000,005OH00000AUS7aYAH,2025-12-10T19:46:31.000+0000,(778)878-2618,,ayirgaw@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXvd6YAC,False,,24435147,003OH00000OtMrlYAF,001OH00000UHAriYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:12:43.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T19:12:43.000+0000,005G0000002gxxjIAA,2025-12-10T19:12:44.000+0000,005G0000002gxxjIAA,2025-12-10T19:12:44.000+0000,(438)771-5599X2,514-262-2658,cb@orange360.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXx0gYAC,False,,24435596,0030A0000029adkQAA,0010A000002vzjWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:18:38.000+0000,False,False,005OH00000BfonJYAR,2025-12-10T19:18:38.000+0000,005OH00000BfonJYAR,2025-12-10T19:18:39.000+0000,005OH00000BfonJYAR,2025-12-10T19:18:39.000+0000,(604)467-5211,(778) 242-2334,kathy.blom@ipcsecurities.com,(604)467-8985,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXx75YAC,False,,24432738,0030A0000062wQaQAI,0010A000006nXfUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:38:59.000+0000,False,False,0055o000002KxaMAAS,2025-12-10T18:38:59.000+0000,0055o000002KxaMAAS,2025-12-10T18:39:00.000+0000,0055o000002KxaMAAS,2025-12-10T18:39:00.000+0000,(403)607-1756,(403) 607-1756,boston.rowe@hitsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXxN8YAK,False,,24432322,0030A0000029owUQAQ,0010A000002wBVnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:33:10.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T18:33:10.000+0000,005OH000004Ir1xYAC,2025-12-10T18:33:10.000+0000,005OH000004Ir1xYAC,2025-12-10T18:33:10.000+0000,(250)863-4130,,robert.eger@westcapwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXyT1YAK,False,,24433391,003G0000018f77yIAA,0010A000002wPBHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Successor holder updated in Unitrax but not Workspace,Medium,"SL - Escalated to DAS for S/H missing from WS - INC1934664. Corrected. User confirmed issue resolved.

***DDS Dec.10/2025***
Successor holder was updated in Unitrax but not Workspace. Responded to user and advised this was going to be escalated and we would reach out to them directly once we have an update. Forwarded the email thread to L2 and included some necessary supporting info as well as screenshot of the policy not showing the Successor holder in Workspace.

*****Email*****

Hello @Workspace Service Leaders,

The Successor Holder was updated on Unitrax in the backend, but it did not flow over to Workspace.

Advisor’s name & phone number: VIRENDRA K GOYAL / (416) 524-4117
Advisor code: F0621
SF URL : 0030A0000028xOTQAY
Workspace URL: 02i5o000001P78WAAS
Policy number: 84052406

 
Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 12:03 PM
To: Horst, James <James.Horst@canadalife.com>
Cc: Goyal, Virendra <virendra@vkgfinancial.com>
Subject: RE: Martine M Cormier - LL 84052406 TFSA - Successor Holder Not Showing up - Case - 24433391

Hello James and Virendra,

Thanks for contacting the Workspace Support team regarding the Successor Holder being updated in Unitrax but not in Workspace.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Horst, James <James.Horst@canadalife.com> 
Sent: December 9, 2025 2:04 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Goyal, Virendra <virendra@vkgfinancial.com>
Subject: Martine M Cormier - LL 84052406 TFSA - Successor Holder Not Showing up - Case - 24433391

Good afternoon @Workspace Support,

Looking for help regarding the policy above – The Successor Holder was updated on Unitrax in the backend and it did not flow over to Workspace.

Virendra and the client still only see the older Successor holder on Workspace showing up.

Could you please look into this?

Thank you most kindly, 

Screenshot For Reference of Current Successor Holder – Gino Gauvin:
 

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 

James Horst 
Client Service Specialist 
Wealth Operations, Individual Customer, (T4245B)
Phone: (519) 435-4332 James.Horst@canadalife.com 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-17T13:54:52.000+0000,False,False,0050A000000qsPeQAI,2025-12-10T18:48:15.000+0000,005OH00000BFQFBYA5,2025-12-18T13:09:39.000+0000,0050A000000qsPeQAI,2025-12-18T13:09:39.000+0000,(416)524-4117,(416) 524-4117,virendra@vkgfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXyccYAC,False,,24434812,0030A0000029ZVgQAM,0010A000002vyllQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"NAME: MARJORIE LYNNE JOHNSTON 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 69505
PHONE: +14169310587 
EMAIL: lynne.johnston@montgarrett.com 
 
ISSUE: 
User is having trouble registering for workspace
  
FINDINGS:
User already has a workspace account for MGA so they won’t be register again.
 
TROUBLESHOOTING/RESOLUTION:
Advised user to try signing in on workspace. If they don’t have their password, they could select the ‘fogot password’ option.
User was able to reset the password and log in.
Connected with user through logmein session to set up browser extension authenticator.
Successfully set up authenticator for user and confirmed that they would be able to access the account through the authenticator extension.
 
EMAIL:
 
--------------------------------------***DDS 12/10/2025***--------------------------
Hello Lynne,
Thank you for contacting Workspace Support about accessing your workspace account.
On the call today, we determined that you already have a workspace account, and you would just need to reset your password to gain access to your account again. In the future, please use your Microsoft edge authenticator browser extension to verify and log into your workspace account.
Let us know if you have any more questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-10T19:22:45.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T19:08:26.000+0000,005OH00000BGf2TYAT,2025-12-10T19:22:45.000+0000,005OH00000BGf2TYAT,2025-12-10T19:22:45.000+0000,(905)877-5558,,lynne.johnston@montgarrett.com,(905)877-8429,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXycdYAC,False,,24435620,003G0000018f6eGIAQ,0010A000002wOcIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:18:59.000+0000,False,False,005OH00000245ROYAY,2025-12-10T19:18:59.000+0000,005OH00000245ROYAY,2025-12-10T19:18:59.000+0000,005OH00000245ROYAY,2025-12-10T19:18:59.000+0000,(519)991-5319,,martin.sobocan@sobocanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXyeFYAS,False,,24436544,0035o000006z34gAAA,0015o000007bsOVAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:31:55.000+0000,False,False,005OH00000865wTYAQ,2025-12-10T19:31:55.000+0000,005OH00000865wTYAQ,2025-12-10T19:31:55.000+0000,005OH00000865wTYAQ,2025-12-10T19:31:55.000+0000,(780)448-1988,(780) 243-8846,amber.macmillan@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXynpYAC,False,,24431132,0030A0000029h80QAA,0010A000002w53fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA,Medium,calling back for authentication Case-24431893,True,2025-12-10T18:52:06.000+0000,False,False,005OH00000BFiyTYAT,2025-12-10T18:17:16.000+0000,005OH00000BFiyTYAT,2025-12-10T18:52:27.000+0000,005OH00000BFiyTYAT,2025-12-10T18:52:27.000+0000,(604)988-9924,,gord@glfinancial.ca,(604)988-4677,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hXypSYAS,False,,24431515,003OH00000M9B4aYAF,001OH00000QuxRxYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Workspace Registration,Medium,"Advisor needed assistance with registration.
********
Hi Jocylyne   , thank you for contacting the workspace support today.

It was a pleasure assisting you. To recap our call, I walked through the registration for workspace with you, your preferred authentication app with prompt you with 6 digit codes each time you sign onto workspace.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T18:49:19.000+0000,False,False,005OH00000BFQFCYA5,2025-12-10T18:22:33.000+0000,005OH00000BFQFCYA5,2025-12-10T18:49:19.000+0000,005OH00000BFQFCYA5,2025-12-10T18:49:19.000+0000,(514)264-0680,,jocylynebustamante@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY01kYAC,False,,24436940,003OH00000M90pTYAR,001OH00000Qumd2YAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica Registration,Medium,"NAME: AQUILINO AGUSTIN 
ADVISOR OR SUPPORT STAFF: advisor
ADVISOR CODE: P6418
PHONE: NA
EMAIL: LAGUSTIN@PRIMERICA.COM
 
ISSUE: 
User is requesting help with registration
 
 
FINDINGS:
Looked up user and they have a profile already.
Since this is a primerica user, I see that they have created an account but are yet to activate/link account 
 
TROUBLESHOOTING/RESOLUTION:
Requested more details from user.
Advised that they can contact us if they need assistance over the phone. 
 
EMAIL:
--------------------------------------***DDS 12/10/2025***--------------------------
Hello Aquilino,
Thank you for contacting Workspace Support for registration assistance.
I will be happy to assist you further with your registration. However, please provide more details as to what you need assistance you need with registration. I see that your registration has come through on our system. What stage of registration are you on at this time?
If you would like to speak to an agent over the phone, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you. Our team is available between the hours of 8am and 8pm EST Monday-Friday.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: AQUILINO AGUSTIN <LAGUSTIN@PRIMERICA.COM> 
Sent: December 9, 2025 9:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] account activation
To Whom It May Concern: Please help me to complete my registration -- Regards, Aquilino Agustin Representative ************************************************************************************************** You are receiving this message
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
ZjQcmQRYFpfptBannerEnd
To Whom It May Concern:
Please help me to complete my registration
-- 
Regards, 
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-10T19:42:55.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T19:37:04.000+0000,005OH00000BGf2TYAT,2025-12-10T19:42:55.000+0000,005OH00000BGf2TYAT,2025-12-10T19:42:55.000+0000,(416)618-3958,,lagustin@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY087YAC,False,,24432052,0030A0000029VNMQA2,0010A000002vvIJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:29:41.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T18:29:41.000+0000,005OH000004Ir1xYAC,2025-12-10T18:29:42.000+0000,005OH000004Ir1xYAC,2025-12-10T18:29:42.000+0000,(403)828-4430,,collin@accessiblewealthstrategies.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY09lYAC,False,,24435140,0030A0000029i9BQAQ,0010A000002w5uTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:12:40.000+0000,False,False,005OH000004oiYEYAY,2025-12-10T19:12:40.000+0000,005OH000004oiYEYAY,2025-12-10T19:12:40.000+0000,005OH000004oiYEYAY,2025-12-10T19:12:40.000+0000,(519)536-0584,,bkadvises@pm.me,(877)201-9855,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY0eSYAS,False,,24437119,003OH000005SHZWYA4,001OH000006sFhuYAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Marketing Report,Medium,"**WRS Email thread** Dec 10 2025

Bonjour Daniela,

Je comprends que le conseiller voudrait créer un rapport qui montre le montant des investissements par RPA (PAC) pour le mois de novembre, 2025. Veuillez noter que le conseiller est dans la bonne section pour créer ce type de rapport. Néanmoins, il y a une section qui doit être changée pour avoir seulement l’information du mois de novembre jusqu’à aujourd’hui.   

Veuillez voir les instructions ci-bas pour créer un rapport de registre des comptes RPA/PRS des clients. Une prise d’écran est attachée pour vous guider.

1.	Sur le centre d’investissement, allez à la fenêtre de rapports.
2.	Sous les options de gestion, choisissez « Commerce ».
3.	Veuillez choisir « Registre des comptes RPA/PRS de clients » pour le type de Commerce.
4.	Sous les critères de sélection, veuillez sélectionner le type « RPA »
5.	Veuillez mettre une date (soit 31-10-2025) dans la section « RPA établi après le » pour avoir seulement les registres après le 31 octobre**. 
6.	Après que toutes les instructions sont complétées, veuillez créer le rapport.   

**Notez que la date finale ne peut pas être changée; elle sera toujours la date présente. 

 

J’espère que ces instructions vous aident. Si vous avez des problèmes, ou si vous avez d’autres questions en relations à des rapports, n’hésitez pas à nous contacter à nouveau! 

S’il vous est possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Cruz Amaro, Daniela <Daniela.CruzAmaro@canadavie.com> 
Sent: December 9, 2025 9:53 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Le Bon, Tom <tom.lebon@pcplanification.com>
Subject: RE: Montant des investissements par PAC

Hi Wealth,

This is a friendly follow-up on ,y question submitted on Friday.

Thank you for your help,
Have a great day. 😊

Daniela Cruz Amaro (She/Her/Elle)
Senior Advisor Service Representative  |  Quadrus Investment Services Ltd.
Représentante Principale Services aux Conseillers |  Service d’investissement Quadrus Ltée
 (888) 532-3322 ext 4186 Fax 1-866-790-0911 Daniela.CruzAmaro@canadavie.com
1350 Boul.René-Lévesque-Ouest, 11ieme étage, Montréal, QC  H3G 1T4 (M1110)
DATES IMPORTANTES DE TRAITEMENT 2025

•	Transferts interne REER/CRI au FERR/FRV — 1er décembre
•	Cotisation au REEE-REEI — Date limite : 31 décembre
o Les opérations doivent être effectuées et acceptées avant la fermeture des marchés.
o Pour garantir le traitement, visez à soumettre avant le 24 décembre 2025.
o Les transferts nécessitent plus de temps pour le mouvement des fonds — prévoyez le traitement au moins deux semaines à l’avance.
•	Ouverture et cotisation au CELIAPP — Date limite : 31 décembre
            o Pour garantir votre droit de cotisation CELIAPP 2025, votre compte doit être ouvert à la compagnie de fonds avant la fin de l’année.
•	Ajustements pour l’année précédente-Date limite : 16 janvier 2026
           o Tous les ajustements pour l’année précédente doivent être reçus par la société de fonds avant cette date afin de permettre les corrections.
Évitez les retards — soumettez vos documents dès aujourd’hui !

IMPORTANT 2025 PROCESSING DATES

•	Registered Investment Rollovers Due — December 01
•	RESP-RDSP — Deadline December 31, 2025
o	Trades must be placed and accepted before market close. 
o	To ensure processing, aim to submit by December 24, 2025. 
o	Transfers require additional time for funds to move—target processing at least two weeks in advance.
•	FHSA Account Opening & Contribution Deadline — December 31
To secure your 2025 FHSA contribution room, your account must be opened by year-end.
•	Adjustments for Prior Year Deadline: January 16, 2026 
o	All adjustments for the previous year must be received by the fund company by this date to allow corrections.
Avoid delays — submit your paperwork today!

Upcoming vacation: December 22, 23 and 24.
Vacances à venir : 22, 23 et 24 décembre.
Upcoming public holiday : December 25, 26 and January 1st.
Congés fériés à venir : 25, 26 décembdre et 1e janvier


 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Cruz Amaro, Daniela 
Sent: December 5, 2025 8:42 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Le Bon, Tom <tom.lebon@pcplanification.com>
Subject: FW: Montant des investissements par PAC


Bonjour Wealth Reporting,

Nous tentons de trouver un rapport qui nous permettrait de voir les RPA qui ont eu lieu au mois de novembre uniquement.
La conseillère souhaite voir le % que ça représente sur les investissements totaux.
Cependant, je vois que le rapport que nous produisons ne nous permet pas de sélectionner des dates particulières pour le rapport.

Savez-vous ce que nous pouvons faire?

Merci,
Bonne journée. 😊

Daniela Cruz Amaro (She/Her/Elle)
Senior Advisor Service Representative  |  Quadrus Investment Services Ltd.
Représentante Principale Services aux Conseillers |  Service d’investissement Quadrus Ltée
 (888) 532-3322 ext 4186 Fax 1-866-790-0911 Daniela.CruzAmaro@canadavie.com
1350 Boul.René-Lévesque-Ouest, 11ieme étage, Montréal, QC  H3G 1T4 (M1110)
DATES IMPORTANTES DE TRAITEMENT 2025

•	Transferts de placements enregistrés  Clients 71 ans — 1er décembre 
•	Date limite de cotisation au régime d’épargne études — 31 décembre
•	Date limite d’ouverture et de cotisation au CELIAPP — 31 décembre
Pour garantir votre droit de cotisation CELIAPP 2025, votre compte doit être ouvert avant la fin de l’année.
Évitez les retards — soumettez vos documents dès aujourd’hui !

IMPORTANT 2025 PROCESSING DATES

•	Registered Investment Rollovers Due Clients aged 71— December 01
•	Education Plan Contribution Deadline — December 31
•	FHSA Account Opening & Contribution Deadline — December 31
To secure your 2025 FHSA contribution room, your account must be opened by year-end.
Avoid delays — submit your paperwork today!

Upcoming vacation: December 22, 23 and 24.
Vacances à venir : 22, 23 et 24 décembre.
Upcoming public holiday : December 25, 26 and January 1st.
Congés fériés à venir : 25, 26 décembdre et 1e janvier


 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Tom Le Bon <tom.lebon@pcplanification.com> 
Sent: December 4, 2025 5:04 PM
To: Cruz Amaro, Daniela <Daniela.CruzAmaro@canadavie.com>
Subject: [EXT] Montant des investissements par PAC

Bonjour Daniela, Pascale souhaiterait savoir quel montant a été investi par l’ensemble de nos clients avec des PAC lors de ce mois de novembre 2025 ? En résumé, sur l’ensemble de nos investissements réalisés lors du mois de novembre,
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Daniela,

Pascale souhaiterait savoir quel montant a été investi par l’ensemble de nos clients avec des PAC lors de ce mois de novembre 2025 ?
En résumé, sur l’ensemble de nos investissements réalisés lors du mois de novembre, quel % représente les investissements effectués par PAC ?

Je ne sais pas où trouver l’information dans la production de rapport. 
J’ai pu sortir celui-ci contre mais le montant total me parait disproportionné. Nous devrions plutôt être aux alentours de 800 000$ de PAC pour le mois de novembre il me semble.

Passez une belle journée,

Tom Le Bon, pour 
Pascale Cauchi B.A.A., A.V.A., Pl.Fin 
Planificateur Financier 
1002, Sherbrooke ouest, bureau 1110
Montréal, Québec
H3A 3L6
Tél. : 514-849-3261 ext.240
Sans frais : 1-866-876-4008 poste 261
Fax : 514-849-5814 
Site internet : www.pascalecauchi.com
https://www.linkedin.com/in/pascale-cauchi/
Restez informés et voyez les articles publiés, cliquez J'aime https://www.facebook.com/PascaleCauchiInc
https://twitter.com/PascaleCauchi
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-10T19:39:12.000+0000,False,False,005OH000002iN7rYAE,2025-12-10T19:39:12.000+0000,005OH000002iN7rYAE,2025-12-10T19:39:12.000+0000,005OH000002iN7rYAE,2025-12-13T02:02:11.000+0000,(514)238-6170,,tom.lebon@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY0g0YAC,False,,24433282,003G0000018f6dlIAA,0010A000002wObnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy in Workspace/Merge,Medium,"****DDS****12/10/25 

User reported missing RRSP policy in Workspace (310063570) - user later discovered the client has 2 profiles and requested a merge
Verified CoPilot and CIS, corrected name order for the client as per KB0020913 
Notified user to use merge prompt in 2-5 business days 
============================================================================================= 
 
****Email Chain****

Hello Kerri,

Thank you for contacting Workspace Support regarding the missing RRSP policy 310063570 and the merge request.

Just to inform you that a correction has been made on the back systems that should allow the merge prompt to appear in Workspace in 2-5 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Kerri Deane <kerri@yffg.ca> 
Sent: December 9, 2025 2:46 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] SIU, J - Plan missing

Hello again: I have just discovered where the error is. There are 2 ID’s for Mr Siu…one under “Joseph Siu” and one under “Siu Joseph”: https: //workspace. canadalife. com/workspace/s/account/0010A00000B8UgIQAV/siu-joseph
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello again:

              I have just discovered where the error is.   There are 2 ID’s for Mr Siu…one under “Joseph Siu” and one under “Siu Joseph”:

https://workspace.canadalife.com/workspace/s/account/0010A00000B8UgIQAV/siu-joseph

https://workspace.canadalife.com/workspace/s/account/0010A00000B8L84QAF/joseph-siu

              Can you please join the 2 accounts and show the surname as “Siu” and the first name as “Joseph”.    Thank you…Kerri 

Kerri Deane 
Operations Manager 
Young Family Financial Group Inc
Affiliated with The Canada Life Assurance Company 
1299B - 56 St, Delta BC  V4L 2A6 
Ph:  # 604-948-0550   Fax: # 604-948-0553 
Client Service Centre: 1-888-252-1847
www.youngfamilyfinancialgroup.ca

 

Please note my correct email address is:   kerri@yffg.ca .   My previous email of Kerri.Deane@f55f.com is no longer operational.  
              

From: Kerri Deane 
Sent: December 9, 2025 1:37 PM
To: Workspace Support <workspacesupport@canadalife.com>
Subject: SIU, J - Plan missing

Good afternoon:

              Mr Joseph Siu has a life insurance policy and an RRSP 310063570 (screenshots attached), but only the life insurance policy is showing on his Workspace ID:  
 https://workspace.canadalife.com/workspace/s/account/0010A00000B8L84QAF/joseph-siu.   Can you please add the RRSP?   Thank you…Kerri 

Kerri Deane 
Operations Manager 
Young Family Financial Group Inc
Affiliated with The Canada Life Assurance Company 
1299B - 56 St, Delta BC  V4L 2A6 
Ph:  # 604-948-0550   Fax: # 604-948-0553 
Client Service Centre: 1-888-252-1847
www.youngfamilyfinancialgroup.ca

 

Please note my correct email address is:   kerri@yffg.ca .   My previous email of Kerri.Deane@f55f.com is no longer operational.",True,2025-12-10T18:46:48.000+0000,False,False,005OH0000097FtCYAU,2025-12-10T18:46:48.000+0000,005OH0000097FtCYAU,2025-12-10T18:55:20.000+0000,005OH0000097FtCYAU,2025-12-10T18:55:20.000+0000,(604)948-0550,(604) 307-9632,dane@yffg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY0peYAC,False,,24431893,0030A0000029h80QAA,0010A000002w53fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA,Medium,"GORDON ROBERT LATTER
77017 

Advisor needed help with workspace login. They were getting invalid or incorrect verification code. After authentication, disconnected MFA and setup microsoft edge extension.
Hell Gordon,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

To recap, you could not login with verification code. You were getting “invalid or expired code” error message. After completing authentication, I disconnected the authenticator and provided you the steps to setup google authenticator. You were having hard time for setting google authenticator. Then you shared your screen with me, and I help you to setup Microsoft browser extension. You were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T18:33:49.000+0000,False,False,005OH00000BFiyTYAT,2025-12-10T18:27:28.000+0000,005OH00000BFiyTYAT,2025-12-10T18:53:37.000+0000,005OH00000BFiyTYAT,2025-12-10T18:53:37.000+0000,(604)988-9924,,gord@glfinancial.ca,(604)988-4677,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY2OQYA0,False,,24432928,0030A0000029na6QAA,0010A000002wAQVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:41:47.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T18:41:47.000+0000,005OH000004Ir1xYAC,2025-12-10T18:41:47.000+0000,005OH000004Ir1xYAC,2025-12-10T18:41:47.000+0000,(403)862-3905,,vaneesa@goinsureme.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY2cEYAS,False,,24439407,003G0000018f6jGIAQ,0010A000002wOjUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:10:17.000+0000,False,False,0050A000000WjqvQAC,2025-12-10T20:10:17.000+0000,0050A000000WjqvQAC,2025-12-10T20:10:17.000+0000,0050A000000WjqvQAC,2025-12-10T20:10:17.000+0000,(613)735-1500,(613) 585-1500,dave@theinsuranceman.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY2sIYAS,False,,24437937,0030A0000029ntcQAA,0010A000002wAfuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:50:15.000+0000,False,False,005OH00000BfonJYAR,2025-12-10T19:50:15.000+0000,005OH00000BfonJYAR,2025-12-10T19:50:15.000+0000,005OH00000BfonJYAR,2025-12-10T19:50:15.000+0000,(604)761-5756,,ksmann@shaw.ca,(604)945-9880,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY4V8YAK,False,,24435863,0030A0000029WR5QAM,0010A000002vwANQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:22:09.000+0000,False,False,005OH00000BfonJYAR,2025-12-10T19:22:09.000+0000,005OH00000BfonJYAR,2025-12-10T19:22:10.000+0000,005OH00000BfonJYAR,2025-12-10T19:22:10.000+0000,(250)886-8982,(250) 886-8982,insurance@melissahuston.com,(844)492-6435,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY5MIYA0,False,,24432770,003G000001F3ju6IAB,0010A000002wS1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:39:26.000+0000,False,False,0050A000000WjqvQAC,2025-12-10T18:39:26.000+0000,0050A000000WjqvQAC,2025-12-10T18:39:27.000+0000,0050A000000WjqvQAC,2025-12-10T18:39:27.000+0000,(613)894-0086,(613) 894-0086,mathew@heinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY5XdYAK,False,,24436073,003OH00000M92ZQYAZ,001OH00000Qux23YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace registration,Medium,"NANCY JANE STEVENS
P2567
Advisor was stuck on MFA setup step. After authentication, they shared their screen with me and then I guide them to setup authenticator.
KB0023469  
Hello Nancy,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for workspace registration, and you were stuck on MFA setup.  You shared your screen with me, and we setup google authenticator. You were able to complete registration. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T19:47:44.000+0000,False,False,005OH00000BFiyTYAT,2025-12-10T19:25:10.000+0000,005OH00000BFiyTYAT,2025-12-10T19:47:44.000+0000,005OH00000BFiyTYAT,2025-12-10T19:47:44.000+0000,(587)216-0271,,nstevens@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY6iGYAS,False,,24436982,0030A0000090YrfQAE,0010A000009wyuGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:37:40.000+0000,False,False,0055o000001h4cFAAQ,2025-12-10T19:37:40.000+0000,0055o000001h4cFAAQ,2025-12-10T19:37:41.000+0000,0055o000001h4cFAAQ,2025-12-10T19:37:41.000+0000,(204)325-7203,,sebastian@sterlingwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY6v3YAC,False,,24432666,0030A0000029kpfQAA,0010A000002w85EQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"KB0017316 - Assisted the advisor successfully in registering to workspace.
=====================

Hi Harvinder,

Thank you for contacting the workspace support about registering to workspace.

We have confirmed that you already have a user id created for you and assisted you successfully in registering to workspace. We can confirm that you were able to access your workspace account.

Appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T18:50:41.000+0000,False,False,005OH00000BFPZHYA5,2025-12-10T18:38:00.000+0000,005OH00000BFPZHYA5,2025-12-10T18:58:32.000+0000,005OH00000BFPZHYA5,2025-12-10T18:58:32.000+0000,(778)881-2060,,makkar_dimple@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
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500OH00000hY8aHYAS,False,,24433028,003G0000018f7qEIAQ,0010A000002wPwfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA disconnect:,Medium,"******DDS**** 12/10/2025
User needed assistance disconnecting and reconnecting their MFA. DDS authenticated and assisted. 


ref:: KB0021888, KB0016709


*****EMAIL CHAIN*****


Hello Dean, 


      Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T19:01:46.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T18:43:04.000+0000,005OH00000BFQFHYA5,2025-12-10T19:01:47.000+0000,005OH00000BFQFHYA5,2025-12-10T19:01:47.000+0000,(306) 546-4171,(306) 536-3574,lepagefininc@accesscomm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY8bBYAS,False,,24439851,0030A0000029hjqQAA,0010A000002w5ZSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:16:22.000+0000,False,False,005OH00000BfonJYAR,2025-12-10T20:16:22.000+0000,005OH00000BfonJYAR,2025-12-10T20:16:23.000+0000,005OH00000BfonJYAR,2025-12-10T20:16:23.000+0000,(604)418-5433,,avtarbadasha1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY8onYAC,False,,24433084,003OH00000KUkMvYAL,001OH00000P0g2hYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T18:43:52.000+0000,False,False,0055o000001NWfMAAW,2025-12-10T18:43:52.000+0000,0055o000001NWfMAAW,2025-12-10T18:43:52.000+0000,0055o000001NWfMAAW,2025-12-10T18:43:52.000+0000,(416)571-2780,,cherians4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hY8p0YAC,False,,24437795,003OH000005SHZWYA4,001OH000006sFhuYAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Marketing Report,Medium,"DUPLICATE REQUEST **WRS Email thread** Dec 10 2025

Bonjour Daniela,

Je comprends que le conseiller voudrait créer un rapport qui montre le montant des investissements par RPA (PAC) pour le mois de novembre, 2025. Veuillez noter que le conseiller est dans la bonne section pour créer ce type de rapport. Néanmoins, il y a une section qui doit être changée pour avoir seulement l’information du mois de novembre jusqu’à aujourd’hui.

Veuillez voir les instructions ci-bas pour créer un rapport de registre des comptes RPA/PRS des clients. Une prise d’écran est attachée pour vous guider.

1. Sur le centre d’investissement, allez à la fenêtre de rapports.
2. Sous les options de gestion, choisissez « Commerce ».
3. Veuillez choisir « Registre des comptes RPA/PRS de clients » pour le type de Commerce.
4. Sous les critères de sélection, veuillez sélectionner le type « RPA »
5. Veuillez mettre une date (soit 31-10-2025) dans la section « RPA établi après le » pour avoir seulement les registres après le 31 octobre**.
6. Après que toutes les instructions sont complétées, veuillez créer le rapport.

**Notez que la date finale ne peut pas être changée; elle sera toujours la date présente.



J’espère que ces instructions vous aident. Si vous avez des problèmes, ou si vous avez d’autres questions en relations à des rapports, n’hésitez pas à nous contacter à nouveau!

S’il vous est possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage! Wealth support (swoogo.com)

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Merci,

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com
Heures: 9h-17h EDT

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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Cruz Amaro, Daniela <Daniela.CruzAmaro@canadavie.com>
Sent: December 9, 2025 9:53 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Le Bon, Tom <tom.lebon@pcplanification.com>
Subject: RE: Montant des investissements par PAC

Hi Wealth,

This is a friendly follow-up on ,y question submitted on Friday.

Thank you for your help,
Have a great day. 😊

Daniela Cruz Amaro (She/Her/Elle)
Senior Advisor Service Representative | Quadrus Investment Services Ltd.
Représentante Principale Services aux Conseillers | Service d’investissement Quadrus Ltée
 (888) 532-3322 ext 4186 Fax 1-866-790-0911 Daniela.CruzAmaro@canadavie.com
1350 Boul.René-Lévesque-Ouest, 11ieme étage, Montréal, QC H3G 1T4 (M1110)
DATES IMPORTANTES DE TRAITEMENT 2025

• Transferts interne REER/CRI au FERR/FRV — 1er décembre
• Cotisation au REEE-REEI — Date limite : 31 décembre
o Les opérations doivent être effectuées et acceptées avant la fermeture des marchés.
o Pour garantir le traitement, visez à soumettre avant le 24 décembre 2025.
o Les transferts nécessitent plus de temps pour le mouvement des fonds — prévoyez le traitement au moins deux semaines à l’avance.
• Ouverture et cotisation au CELIAPP — Date limite : 31 décembre
o Pour garantir votre droit de cotisation CELIAPP 2025, votre compte doit être ouvert à la compagnie de fonds avant la fin de l’année.
• Ajustements pour l’année précédente-Date limite : 16 janvier 2026
o Tous les ajustements pour l’année précédente doivent être reçus par la société de fonds avant cette date afin de permettre les corrections.
Évitez les retards — soumettez vos documents dès aujourd’hui !

IMPORTANT 2025 PROCESSING DATES

• Registered Investment Rollovers Due — December 01
• RESP-RDSP — Deadline December 31, 2025
o Trades must be placed and accepted before market close.
o To ensure processing, aim to submit by December 24, 2025.
o Transfers require additional time for funds to move—target processing at least two weeks in advance.
• FHSA Account Opening & Contribution Deadline — December 31
To secure your 2025 FHSA contribution room, your account must be opened by year-end.
• Adjustments for Prior Year Deadline: January 16, 2026
o All adjustments for the previous year must be received by the fund company by this date to allow corrections.
Avoid delays — submit your paperwork today!

Upcoming vacation: December 22, 23 and 24.
Vacances à venir : 22, 23 et 24 décembre.
Upcoming public holiday : December 25, 26 and January 1st.
Congés fériés à venir : 25, 26 décembdre et 1e janvier




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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Cruz Amaro, Daniela
Sent: December 5, 2025 8:42 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Le Bon, Tom <tom.lebon@pcplanification.com>
Subject: FW: Montant des investissements par PAC


Bonjour Wealth Reporting,

Nous tentons de trouver un rapport qui nous permettrait de voir les RPA qui ont eu lieu au mois de novembre uniquement.
La conseillère souhaite voir le % que ça représente sur les investissements totaux.
Cependant, je vois que le rapport que nous produisons ne nous permet pas de sélectionner des dates particulières pour le rapport.

Savez-vous ce que nous pouvons faire?

Merci,
Bonne journée. 😊

Daniela Cruz Amaro (She/Her/Elle)
Senior Advisor Service Representative | Quadrus Investment Services Ltd.
Représentante Principale Services aux Conseillers | Service d’investissement Quadrus Ltée
 (888) 532-3322 ext 4186 Fax 1-866-790-0911 Daniela.CruzAmaro@canadavie.com
1350 Boul.René-Lévesque-Ouest, 11ieme étage, Montréal, QC H3G 1T4 (M1110)
DATES IMPORTANTES DE TRAITEMENT 2025

• Transferts de placements enregistrés Clients 71 ans — 1er décembre
• Date limite de cotisation au régime d’épargne études — 31 décembre
• Date limite d’ouverture et de cotisation au CELIAPP — 31 décembre
Pour garantir votre droit de cotisation CELIAPP 2025, votre compte doit être ouvert avant la fin de l’année.
Évitez les retards — soumettez vos documents dès aujourd’hui !

IMPORTANT 2025 PROCESSING DATES

• Registered Investment Rollovers Due Clients aged 71— December 01
• Education Plan Contribution Deadline — December 31
• FHSA Account Opening & Contribution Deadline — December 31
To secure your 2025 FHSA contribution room, your account must be opened by year-end.
Avoid delays — submit your paperwork today!

Upcoming vacation: December 22, 23 and 24.
Vacances à venir : 22, 23 et 24 décembre.
Upcoming public holiday : December 25, 26 and January 1st.
Congés fériés à venir : 25, 26 décembdre et 1e janvier




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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Tom Le Bon <tom.lebon@pcplanification.com>
Sent: December 4, 2025 5:04 PM
To: Cruz Amaro, Daniela <Daniela.CruzAmaro@canadavie.com>
Subject: [EXT] Montant des investissements par PAC

Bonjour Daniela, Pascale souhaiterait savoir quel montant a été investi par l’ensemble de nos clients avec des PAC lors de ce mois de novembre 2025 ? En résumé, sur l’ensemble de nos investissements réalisés lors du mois de novembre,
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ZjQcmQRYFpfptBannerEnd
Bonjour Daniela,

Pascale souhaiterait savoir quel montant a été investi par l’ensemble de nos clients avec des PAC lors de ce mois de novembre 2025 ?
En résumé, sur l’ensemble de nos investissements réalisés lors du mois de novembre, quel % représente les investissements effectués par PAC ?

Je ne sais pas où trouver l’information dans la production de rapport.
J’ai pu sortir celui-ci contre mais le montant total me parait disproportionné. Nous devrions plutôt être aux alentours de 800 000$ de PAC pour le mois de novembre il me semble.

Passez une belle journée,

Tom Le Bon, pour
Pascale Cauchi B.A.A., A.V.A., Pl.Fin
Planificateur Financier
1002, Sherbrooke ouest, bureau 1110
Montréal, Québec
H3A 3L6
Tél. : 514-849-3261 ext.240
Sans frais : 1-866-876-4008 poste 261
Fax : 514-849-5814
Site internet : www.pascalecauchi.com
https://www.linkedin.com/in/pascale-cauchi/
Restez informés et voyez les articles publiés, cliquez J'aime https://www.facebook.com/PascaleCauchiInc
https://twitter.com/PascaleCauchi
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-10T19:48:16.000+0000,False,False,005OH000002iN7rYAE,2025-12-10T19:48:16.000+0000,005OH000002iN7rYAE,2025-12-10T19:48:16.000+0000,005OH000002iN7rYAE,2025-12-13T02:02:11.000+0000,(514)238-6170,,tom.lebon@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,113.0
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500OH00000hYEkgYAG,False,,24437148,003OH00000M982GYAR,001OH00000Quuh4YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - INC1933892,Medium,"*** DDS Dec 10th, 2025 ***
User tries to access account after registration. Unfortunately when choosing a method to verify, it asks for a code as if authenticator was already setup, and no way to disconnect since SF does not show anything to disconnect
======================================================

****Email Chain****

Hello Corazon,

This is Samantha following up on our phone call regarding an issue you have signing into your Workspace account.

As discussed, I have gone ahead and escalated this login to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T20:28:37.000+0000,False,False,005OH000002iN7pYAE,2025-12-10T19:39:31.000+0000,005OH00000AbJ7aYAF,2025-12-11T19:00:10.000+0000,005OH000001yNnaYAE,2025-12-11T19:00:10.000+0000,(604)341-5692,,cbalilo@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYF5ZYAW,False,,24438742,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Delegate WS Access Issues / Inactive Policies under Joint Code,Medium,"Dual Advisor Jake Curley (unclear at this point if ADSL or CL inquiry) reporting an error with Delegate Access/inactive policies for ""Jennifer""; WS was cc'd; was waiting for other team to respond with confirmation; sent f/u email asking for more info/offering support if still needed

Dec. 12th 2025 - Jake responded and advised there was another case open; confirmed Rachel had contacted DDS under SF Case #24391520; am closing case for time-being

***EMAIL CHAIN***
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 9:44 AM
To: Curley, Jake <jake@leckcurley.ca>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: RE: Workspace Issues - SF Case #24438742

Hi Jake, 

Thank you so much for your response! 

We can see that Rachel has also directly contacted another Workspace Support Specialist under SF Case #24391520.

In this case, I will close our interaction so that there are no interruptions or delays in the ongoing investigation. 

Of course, if you do require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Jake Curley <jake@leckcurley.ca> 
Sent: December 12, 2025 5:38 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] RE: Workspace Issues - SF Case #24438742

Hello,

I think someone else with WS Support is working on this issue as well. We may have two separate tickets going so to speak.

Jennifer Dobson is my admin so she had no code, but the code in question is A5902 or F8116. Neither of us can see the clients from this code. There are far too many clients affected to name.

 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd.                  
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812     
Email is not secure. To securely send me an encrypted file or message please click here  

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 1:01 PM
To: Curley, Jake <jake@leckcurley.ca>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: RE: Workspace Issues - SF Case #24438742

Hi Jake,

Thank you so much for contacting Workspace Support! We would be happy to look into this further with you. 

As we did not see a response from Rachel yet – we just wanted to check in. Are you still experiencing an issue with Jennifer not being able to submit paperwork through Workspace for clients as expected?

If so – kindly please confirm the following information to aid in our investigation: 
•	Jennifer’s last name and Advisor Code:
•	Joint Advisor Code: 
•	Client Names: 
•	Inactive Product Details (i.e. Policy #s):

Or, if easier, please feel free to reach out to us and we can review these details together! The Workspace Support team is available Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516 in addition to email. We hope this issue can be resolved for you shortly!
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Georgia K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Jake Curley <jake@leckcurley.ca> 
Sent: December 5, 2025 10:30 AM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace Issues

Hi Rachel,

Another issue we have run into here with the changes is that when Jennifer goes to submit paperwork through workspace for clients who were previously on our joint code, it is stating she doesn’t have permission to perform this action. Upon looking deeper, all clients from that code now show “Inactive” products. I have added workspace support onto this email in case they may be able to assist with next steps. Hopefully these clients are being moved into my name which would then make the accounts active again??

Jake

 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd.                  
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812     
Email is not secure. To securely send me an encrypted file or message please click here",False,,False,False,005OH00000BFQFDYA5,2025-12-10T20:01:15.000+0000,005OH00000BFQFDYA5,2025-12-12T16:45:33.000+0000,005OH00000BFQFDYA5,2025-12-12T16:45:33.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYFVMYA4,False,,24436198,0030A0000029lyMQAQ,0010A000002w90eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:27:06.000+0000,False,False,00516000007Qeg2AAC,2025-12-10T19:27:06.000+0000,00516000007Qeg2AAC,2025-12-10T19:27:06.000+0000,00516000007Qeg2AAC,2025-12-10T19:27:06.000+0000,(905)474-2597,416 948 4325,nancy@michaeljlinks.com,(905)944-0051,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYGb5YAG,False,,24436430,0030A0000029h80QAA,0010A000002w53fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace account unlock:,Medium,"*****DDS**** 12/10/2025
User needed workspace account unlocked. DDS authenticated and unlocked user's account. 

ref: KB0021888


*****EMAIL CHAIN****

Hello Gordon, 

    It was a pleasure assisting you with unlocking your account and resetting your password today. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T19:46:31.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T19:30:16.000+0000,005OH00000BFQFHYA5,2025-12-10T19:46:31.000+0000,005OH00000BFQFHYA5,2025-12-10T19:46:31.000+0000,(604)988-9924,,gord@glfinancial.ca,(604)988-4677,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYGtkYAG,False,,24440976,0031600002OkPijAAF,0010A000002wNmXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-10
Hello John,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. 
 
As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello John,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
NZPVX3J9

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T20:32:38.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T20:32:38.000+0000,005OH00000AX0rVYAT,2025-12-10T20:32:39.000+0000,005OH00000AX0rVYAT,2025-12-10T20:32:39.000+0000,(306)930-5651,(306) 930-5651,john@morashfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYH5mYAG,False,,24438821,003OH00000NZU2tYAH,001OH00000Sd3nbYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace registration,Medium,"*****DDS**** 12/10/2025
User needed help registering for workspace. DDS authenticated and assisted user with registration. Also did a password reset with user and walked them through sign in. 

ref: KB0021888, KB0023476, KB0023477, KB0023469, KB0016709


******EMAIL CHAIN****

Hello Michael, 

    It was a pleasure assisting you complete your registration for workspace. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T20:29:36.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T20:02:27.000+0000,005OH00000BFQFHYA5,2025-12-10T21:03:35.000+0000,005OH00000BFQFHYA5,2025-12-10T21:03:35.000+0000,(514)992-8137,,mramsay@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYI0CYAW,False,,24436327,0030A0000029WcNQAU,0010A000002vwJkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,email update,Medium,"*12/10*
----------------
KB0023058  
shawn fetter
h7178
advisor already updated email in apexa 
sfetter04@gmail.com old 
sfetter@delucaveale.com new
i used to work at one firm, when i first set up Workspace account and it was linked to my email address 
updated email in SF 

*email*
----------------

Good afternoon Shawn, 

Thank you for contacting the Workspace Support Team with your email update request. 

You wanted to update your email from sfetter04@gmail.com to sfetter@delucaveale.com. We were able to update your email address and log you into Workspace successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T19:44:00.000+0000,False,False,005OH000008919xYAA,2025-12-10T19:28:52.000+0000,005OH000008919xYAA,2025-12-10T19:44:00.000+0000,005OH000008919xYAA,2025-12-10T19:44:00.000+0000,(250)890-2000,,sfetter@delucaveale.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYI2aYAG,False,,24437377,003OH000005SHZWYA4,001OH000006sFhuYAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Marketing Report,Medium,"DUPLICATE **WRS Email thread** Dec 10 2025

Bonjour Daniela,

Je comprends que le conseiller voudrait créer un rapport qui montre le montant des investissements par RPA (PAC) pour le mois de novembre, 2025. Veuillez noter que le conseiller est dans la bonne section pour créer ce type de rapport. Néanmoins, il y a une section qui doit être changée pour avoir seulement l’information du mois de novembre jusqu’à aujourd’hui.

Veuillez voir les instructions ci-bas pour créer un rapport de registre des comptes RPA/PRS des clients. Une prise d’écran est attachée pour vous guider.

1. Sur le centre d’investissement, allez à la fenêtre de rapports.
2. Sous les options de gestion, choisissez « Commerce ».
3. Veuillez choisir « Registre des comptes RPA/PRS de clients » pour le type de Commerce.
4. Sous les critères de sélection, veuillez sélectionner le type « RPA »
5. Veuillez mettre une date (soit 31-10-2025) dans la section « RPA établi après le » pour avoir seulement les registres après le 31 octobre**.
6. Après que toutes les instructions sont complétées, veuillez créer le rapport.

**Notez que la date finale ne peut pas être changée; elle sera toujours la date présente.



J’espère que ces instructions vous aident. Si vous avez des problèmes, ou si vous avez d’autres questions en relations à des rapports, n’hésitez pas à nous contacter à nouveau!

S’il vous est possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage! Wealth support (swoogo.com)

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.

Merci,

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com
Heures: 9h-17h EDT

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Cruz Amaro, Daniela <Daniela.CruzAmaro@canadavie.com>
Sent: December 9, 2025 9:53 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Le Bon, Tom <tom.lebon@pcplanification.com>
Subject: RE: Montant des investissements par PAC

Hi Wealth,

This is a friendly follow-up on ,y question submitted on Friday.

Thank you for your help,
Have a great day. 😊

Daniela Cruz Amaro (She/Her/Elle)
Senior Advisor Service Representative | Quadrus Investment Services Ltd.
Représentante Principale Services aux Conseillers | Service d’investissement Quadrus Ltée
 (888) 532-3322 ext 4186 Fax 1-866-790-0911 Daniela.CruzAmaro@canadavie.com
1350 Boul.René-Lévesque-Ouest, 11ieme étage, Montréal, QC H3G 1T4 (M1110)
DATES IMPORTANTES DE TRAITEMENT 2025

• Transferts interne REER/CRI au FERR/FRV — 1er décembre
• Cotisation au REEE-REEI — Date limite : 31 décembre
o Les opérations doivent être effectuées et acceptées avant la fermeture des marchés.
o Pour garantir le traitement, visez à soumettre avant le 24 décembre 2025.
o Les transferts nécessitent plus de temps pour le mouvement des fonds — prévoyez le traitement au moins deux semaines à l’avance.
• Ouverture et cotisation au CELIAPP — Date limite : 31 décembre
o Pour garantir votre droit de cotisation CELIAPP 2025, votre compte doit être ouvert à la compagnie de fonds avant la fin de l’année.
• Ajustements pour l’année précédente-Date limite : 16 janvier 2026
o Tous les ajustements pour l’année précédente doivent être reçus par la société de fonds avant cette date afin de permettre les corrections.
Évitez les retards — soumettez vos documents dès aujourd’hui !

IMPORTANT 2025 PROCESSING DATES

• Registered Investment Rollovers Due — December 01
• RESP-RDSP — Deadline December 31, 2025
o Trades must be placed and accepted before market close.
o To ensure processing, aim to submit by December 24, 2025.
o Transfers require additional time for funds to move—target processing at least two weeks in advance.
• FHSA Account Opening & Contribution Deadline — December 31
To secure your 2025 FHSA contribution room, your account must be opened by year-end.
• Adjustments for Prior Year Deadline: January 16, 2026
o All adjustments for the previous year must be received by the fund company by this date to allow corrections.
Avoid delays — submit your paperwork today!

Upcoming vacation: December 22, 23 and 24.
Vacances à venir : 22, 23 et 24 décembre.
Upcoming public holiday : December 25, 26 and January 1st.
Congés fériés à venir : 25, 26 décembdre et 1e janvier




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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Cruz Amaro, Daniela
Sent: December 5, 2025 8:42 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Le Bon, Tom <tom.lebon@pcplanification.com>
Subject: FW: Montant des investissements par PAC


Bonjour Wealth Reporting,

Nous tentons de trouver un rapport qui nous permettrait de voir les RPA qui ont eu lieu au mois de novembre uniquement.
La conseillère souhaite voir le % que ça représente sur les investissements totaux.
Cependant, je vois que le rapport que nous produisons ne nous permet pas de sélectionner des dates particulières pour le rapport.

Savez-vous ce que nous pouvons faire?

Merci,
Bonne journée. 😊

Daniela Cruz Amaro (She/Her/Elle)
Senior Advisor Service Representative | Quadrus Investment Services Ltd.
Représentante Principale Services aux Conseillers | Service d’investissement Quadrus Ltée
 (888) 532-3322 ext 4186 Fax 1-866-790-0911 Daniela.CruzAmaro@canadavie.com
1350 Boul.René-Lévesque-Ouest, 11ieme étage, Montréal, QC H3G 1T4 (M1110)
DATES IMPORTANTES DE TRAITEMENT 2025

• Transferts de placements enregistrés Clients 71 ans — 1er décembre
• Date limite de cotisation au régime d’épargne études — 31 décembre
• Date limite d’ouverture et de cotisation au CELIAPP — 31 décembre
Pour garantir votre droit de cotisation CELIAPP 2025, votre compte doit être ouvert avant la fin de l’année.
Évitez les retards — soumettez vos documents dès aujourd’hui !

IMPORTANT 2025 PROCESSING DATES

• Registered Investment Rollovers Due Clients aged 71— December 01
• Education Plan Contribution Deadline — December 31
• FHSA Account Opening & Contribution Deadline — December 31
To secure your 2025 FHSA contribution room, your account must be opened by year-end.
Avoid delays — submit your paperwork today!

Upcoming vacation: December 22, 23 and 24.
Vacances à venir : 22, 23 et 24 décembre.
Upcoming public holiday : December 25, 26 and January 1st.
Congés fériés à venir : 25, 26 décembdre et 1e janvier




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Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Tom Le Bon <tom.lebon@pcplanification.com>
Sent: December 4, 2025 5:04 PM
To: Cruz Amaro, Daniela <Daniela.CruzAmaro@canadavie.com>
Subject: [EXT] Montant des investissements par PAC

Bonjour Daniela, Pascale souhaiterait savoir quel montant a été investi par l’ensemble de nos clients avec des PAC lors de ce mois de novembre 2025 ? En résumé, sur l’ensemble de nos investissements réalisés lors du mois de novembre,
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
Report Suspicious



ZjQcmQRYFpfptBannerEnd
Bonjour Daniela,

Pascale souhaiterait savoir quel montant a été investi par l’ensemble de nos clients avec des PAC lors de ce mois de novembre 2025 ?
En résumé, sur l’ensemble de nos investissements réalisés lors du mois de novembre, quel % représente les investissements effectués par PAC ?

Je ne sais pas où trouver l’information dans la production de rapport.
J’ai pu sortir celui-ci contre mais le montant total me parait disproportionné. Nous devrions plutôt être aux alentours de 800 000$ de PAC pour le mois de novembre il me semble.

Passez une belle journée,

Tom Le Bon, pour
Pascale Cauchi B.A.A., A.V.A., Pl.Fin
Planificateur Financier
1002, Sherbrooke ouest, bureau 1110
Montréal, Québec
H3A 3L6
Tél. : 514-849-3261 ext.240
Sans frais : 1-866-876-4008 poste 261
Fax : 514-849-5814
Site internet : www.pascalecauchi.com
https://www.linkedin.com/in/pascale-cauchi/
Restez informés et voyez les articles publiés, cliquez J'aime https://www.facebook.com/PascaleCauchiInc
https://twitter.com/PascaleCauchi
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-10T19:42:36.000+0000,False,False,005OH000002iN7rYAE,2025-12-10T19:42:36.000+0000,005OH000002iN7rYAE,2025-12-10T19:42:53.000+0000,005OH000002iN7rYAE,2025-12-13T02:02:11.000+0000,(514)238-6170,,tom.lebon@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,113.0
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500OH00000hYIWZYA4,False,,24443916,003OH00000IwmUyYAJ,001OH00000NE3DtYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:19:52.000+0000,False,False,005G0000002gyDJIAY,2025-12-10T21:19:52.000+0000,005G0000002gyDJIAY,2025-12-10T21:19:53.000+0000,005G0000002gyDJIAY,2025-12-10T21:19:53.000+0000,(204)505-0477X205,,wade@inclusifgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,113.0
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500OH00000hYJIuYAO,False,,24439876,003G0000018f6zZIAQ,0010A000002wP2DQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-10
Good afternoon James,
 
Our team received your request for the code 23391. Unfortunately, it appears this contact information is not up-to-date with Canada Life under this code. Could you please contact us with the email address you currently have on file and we should be able to validate and fulfill your request.

Thank you again for your time.

We look forward to your response.

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T20:16:44.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T20:16:44.000+0000,005OH00000AX0rVYAT,2025-12-10T20:17:04.000+0000,005OH00000AX0rVYAT,2025-12-10T20:17:04.000+0000,(403)669-9120,(403) 669-9120,jasavage1@live.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
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500OH00000hYKMyYAO,False,,24442523,0031600002cwbuPAAQ,0015o000006TknWAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC status Report,Medium,"**WRS Email Thread** Dec 10 2025

Good Day Courtney,

This email is regarding your request for a list of clients & plans and their current KYC status in Investment Centre. Please find attached the generated report(s). A separate password email will follow. 

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of the clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Kindly take 30 seconds to let us know how our team helped you today by filling out our survey! 😊  Wealth support (swoogo.com) 
Have a great day!

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operation
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hi there,

As mentioned in my previous email, please find below your Excel password(s):

7SXA9586

Please note that passwords are case sensitive. Again, this Password is not meant to be used to open the encrypted email, but for the Excel document within that email.

As a reminder, our team is required to encrypt the email with the password-protected Excel to ensure sensitive client data is protected. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T20:56:09.000+0000,False,False,005OH000002iN7rYAE,2025-12-10T20:56:09.000+0000,005OH000002iN7rYAE,2025-12-10T20:56:10.000+0000,005OH000002iN7rYAE,2025-12-10T20:56:10.000+0000,(587)855-6836,,courtney@staterafp.ca,(587)855-6836,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,113.0
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500OH00000hYKq0YAG,False,,24439336,003G0000018f72oIAA,0010A000002wP68QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustration password reset,Medium,"SHIRLEY SCHULTZ
ll72183
ASA needed help for resetting their password for product illustration. After authentication, password was reset but they were getting  Runtime 339 missing ocx file. Followed this job aid upto step 5. member had to leave. They will call us back if the issue is still same.

Hello Shirley,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for product illustration’s password reset. After authentication, I gave you the temporary password and you were able to create your new password for product illustration. This allows you to login successfully, but you were getting Runtime 339 missing ocx file error message. I did troubleshoot and then they were asking for email address and password. Please let us know if you still need assistance on this and call us at 1-888-999-4516.    

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T20:34:57.000+0000,False,False,005OH00000BFiyTYAT,2025-12-10T20:09:24.000+0000,005OH00000BFiyTYAT,2025-12-10T20:35:08.000+0000,005OH00000BFiyTYAT,2025-12-13T02:01:54.000+0000,(587)525-6089,(780) 722-6595,cgerlinsky@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYLKcYAO,False,,24435792,0030A0000029dKwQAI,0010A000002w1tmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:21:06.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T19:21:06.000+0000,005G0000002gxxjIAA,2025-12-10T19:21:06.000+0000,005G0000002gxxjIAA,2025-12-10T19:21:06.000+0000,(514)483-2070,,denis.st-hilaire@sfl.ca,(514)493-6638,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYLbXYAW,False,,24435568,003OH00000KetbrYAB,001OH00000PCqKlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:18:21.000+0000,False,False,005OH000007fgYjYAI,2025-12-10T19:18:21.000+0000,005OH000007fgYjYAI,2025-12-10T19:18:21.000+0000,005OH000007fgYjYAI,2025-12-10T19:18:21.000+0000,(450)531-3754,,cmatton@groupedivision.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYLeqYAG,False,,24440780,0035o0000063YGPAA2,0015o000006c9UMAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:29:41.000+0000,False,False,005OH000005URvxYAG,2025-12-10T20:29:41.000+0000,005OH000005URvxYAG,2025-12-10T20:29:41.000+0000,005OH000005URvxYAG,2025-12-10T20:29:41.000+0000,(587)983-1030,,arjun@askfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYMtOYAW,False,,24436532,0030A000003Ga2VQAS,0010A0000042vwTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:31:45.000+0000,False,False,005OH00000BfonJYAR,2025-12-10T19:31:45.000+0000,005OH00000BfonJYAR,2025-12-10T19:31:45.000+0000,005OH00000BfonJYAR,2025-12-10T19:31:45.000+0000,(250)818-2616,(250) 858-1259,courtney@prosperity-planning.com,(250)590-5721,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYNSyYAO,False,,24438324,003G0000018f6dpIAA,0010A000002wObrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations log in,Medium,"*12/10*
----------------
Brian Murray
F1268
h5930
ll14999
i have an open ticket, last couple of days, i have been working with Workspace Support. The old product illustrations, i am unable to get into it 
dont know my userID
user able to guess it
reset pw in ISAm and emailed
log me in to the users pc to help them reset the pw 
they were able to log into the product illustrations app without an issue. 

*email*
----------------

Good afternoon Brian, 

Thank you for contacting the Workspace Support Team with your Product illustrations inquiry. 

You were unable to log into the Product Illustrations app and requested some assistance. We were able to help you reset your password and then get logged into the app successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T21:08:14.000+0000,False,False,005OH000008919xYAA,2025-12-10T19:55:24.000+0000,005OH000008919xYAA,2025-12-10T21:08:14.000+0000,005OH000008919xYAA,2025-12-13T02:01:54.000+0000,(613)791-4671,(613) 791-4671,brian@murray-financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYOTnYAO,False,,24438461,003G0000018f7MHIAY,0010A000002wPRxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:57:21.000+0000,False,False,005OH00000AdAzSYAV,2025-12-10T19:57:21.000+0000,005OH00000AdAzSYAV,2025-12-10T19:57:21.000+0000,005OH00000AdAzSYAV,2025-12-10T19:57:21.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYPUoYAO,False,,24439372,0030A0000029VAGQA2,0010A000002vvALQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,GWL Policy not showing on workspace,Medium,"KB0020263- Educate the advisor that these policies are not going to be available in workspace due to system restrictions. 
=====================
Hi Moreno,

Thank you for contacting the workspace support about an inquiry as to why your GWL policy is not showing in workspace.

We have confirmed that due to system restrictions those GWL policies will not be available in workspace, although we are hoping that it will be available in the future.

Appreciate your understanding and time to call us today. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T21:32:49.000+0000,False,False,005OH00000BFPZHYA5,2025-12-10T20:09:51.000+0000,005OH00000BFPZHYA5,2025-12-10T21:32:49.000+0000,005OH00000BFPZHYA5,2025-12-10T21:32:49.000+0000,(204)943-6828,,moreno.alberti@ig.ca,(204)942-5672,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYQ0DYAW,False,,24441252,0030A00000B9TH9QAN,0010A00000BjiQkQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Works Support-Term Conversion error - INC1934778,Medium,"****DDS****January 21, 2026****Samantha

User was asked to try and do the DTC again
=======================================================================

user email receiving error when click on start conversion.
escalate to SL 
KB0022702
email=====================================================================


Hello Lucas,

Thank you for your patience while our digital partners investigate the issue you had with completing a digital term conversion for your client.

The issue should now be resolved. Can you please try to do the digital term conversion again. If the issue still exists let me know and we will investigate further.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Service Leader
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 11:49 AM
To: Coulson, Lucas <lucas@ckcg.ca>
Subject: INC1934778 - RE: Term Conversion Button Not Working-24441252

Hello Lucas,

Thank you for providing this information. I have gone ahead and escalated this to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lucas Coulson <lucas@ckcg.ca> 
Sent: December 10, 2025 8:10 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Term Conversion Button Not Working-24441252

Hi Natasha, Please see attached: The client is NEIL KRAITBERG MEDICINE PROFESSIONAL CORPORATION, and the policy number is E067652T. Lucas Coulson, CFP®, B. Comm (Hons. ) Associate Advisor | Couture Klassen Capital Group Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Natasha,

Please see attached:

The client is NEIL KRAITBERG MEDICINE PROFESSIONAL CORPORATION, and the policy number is E067652T.

Lucas Coulson, CFP®, B.Comm (Hons.)
Associate Advisor | Couture Klassen Capital Group
Investment Representative | Quadrus Investment Services Ltd.
 
Phone: 204-960-1313  
Fax: 204-272-0849   
Email: lucas@ckcg.ca
Website: www.ckcg.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 2:41 PM
To: Lucas Coulson <lucas@ckcg.ca>
Subject: RE: Term Conversion Button Not Working-24441252

Hello Lucas,

Thank you for reaching out to Workspace Support.

Can you please provide the error code or a screen image of the error please.

If you can provide the client name and policy information you are attempting to convert it would help us with the troubleshoot.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: Lucas Coulson <lucas@ckcg.ca> 
Sent: December 9, 2025 12:15 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Term Conversion Button Not Working

Hi, My Term Conversion button is giving me an error message when I click on it to start a conversion. Lucas Coulson, CFP®, B. Comm (Hons. ) Associate Advisor | Couture Klassen Capital Group Investment Representative | Quadrus Investment Services

Hi,

My Term Conversion button is giving me an error message when I click on it to start a conversion.

Lucas Coulson, CFP®, B.Comm (Hons.)
Associate Advisor | Couture Klassen Capital Group
Investment Representative | Quadrus Investment Services Ltd.
 
Phone: 204-960-1313  
Fax: 204-272-0849   
Email: lucas@ckcg.ca
Website: www.ckcg.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you",True,2026-01-21T20:48:31.000+0000,False,False,005OH000002iN7pYAE,2025-12-10T20:36:38.000+0000,005OH00000AZ3ZxYAL,2026-01-21T20:49:39.000+0000,005OH000002iN7pYAE,2026-01-21T20:49:39.000+0000,(204)960-1313,(204) 960-1313,lucas@ckcg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYQP9YAO,False,,24438006,0030A00000Btj3mQAB,0010A00000CUKbzQAH,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request/follow up,Medium,"report provided, TPA required for a code 

**EMAIL**

Hi Reiley,

As mentioned in my previous email, please see below for your password-protected Excel file:
MTK9WSKNYV

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.






Good morning Reiley,

Thank you for your response. 

Please find the attached file of the requested Wealth Fund Client Listings report (include Account Type, Owner Birth Year and Age details). A separate Password Email will follow to access this password-protected Excel file.

Unfortunately, it appears you do not have third-party access to 112650 for us to send you the requested information. Please have the attached TPA form filled out by appropriate party and submit it to Distribution_Methodology@canadalife.com regarding your access. In the meantime, this information will be sent to the advisor directly. 


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Reiley Shandler <reiley@wpg-plan.com> 
Sent: December 10, 2025 3:13 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Silver, Michael <michael@wpg-plan.com>; Bonneteau, Jason <jason@wpg-plan.com>
Subject: [EXT] RE: Red Flag Maturing Account /Case24438006

Hello, I was referring to any RRSP, Spousal RRSPs, Group RRSPs, LIRA and LRSP accounts that need to be converted before Dec 31, 2025. For the advisor code 112650 that one is aligned with Jason Bonneteau/BPG Benefits Planning Group. Thank you. 
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Hello,

I was referring to any RRSP, Spousal RRSPs, Group RRSPs, LIRA and LRSP accounts that need to be converted before Dec 31, 2025. 

For the advisor code 112650 that one is aligned with Jason Bonneteau/BPG Benefits Planning Group.

Thank you.

Sincerely, 

Reiley Shandler
Associate Advisor  CHS™, CLU®

W.P.G. - The Wealth Planning Group Ltd 
2 – 1851 Portage Avenue
Winnipeg, Manitoba R3J 0G8
Ph: (204) 989-7676  Ext: 584 
Fax: (204) 942-5692
E-mail: reiley@wpg-plan.com

The information contained herein is for general information purposes only. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. This email does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. This communication, including any attached documentation, is intended only for the person or entity to which it is addressed, and may contain confidential, personal, and/or privileged information. Any unauthorized disclosure, copying, or taking action on the contents is strictly prohibited. If you have received this message in error, please contact us immediately so we may correct our records. Please then delete or destroy the original transmission and any subsequent reply. Thank you


Good afternoon Reiley,

Thank you for reaching out to Business Reporting team.

Could you please confirm what do you mean by maturing Savings policy? The current Wealth Fund Client Listings report include fund policy details (ex. load-types, DBG, MBG, fund name, policy numbers, market values).

And for 112650 Jason Bonneteau, could you please provide us the advisor code associated to it (example: ADSL, Producer) for us to look into?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Reiley Shandler <reiley@wpg-plan.com> 
Sent: December 9, 2025 12:17 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Silver, Michael <michael@wpg-plan.com>; Bonneteau, Jason <jason@wpg-plan.com>
Subject: [EXT] Red Flag Maturing Account

Good morning, Can you please provide us a list with all of the Canada Life/GWL or London Life maturing Savings policy for codes 112640 _ Michael Silver 112650- Jason Bonneteau A1295 – Michael Silver 7014 – Jason Bonneteau Insurance
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Good morning,

Can you please provide us a list with all of the Canada Life/GWL or London Life maturing Savings policy for codes

112640 _ Michael Silver
112650- Jason Bonneteau
A1295 – Michael Silver
7014 – Jason Bonneteau


Insurance codes : 50568 (Jason Bonneteau) 55400 (Michael Silver) ; Michael Silver – 97035-9

Thank you. 

Sincerely, 

Reiley Shandler
Associate Advisor  CHS™, CLU®

W.P.G. - The Wealth Planning Group Ltd 
2 – 1851 Portage Avenue
Winnipeg, Manitoba R3J 0G8
Ph: (204) 989-7676  Ext: 584 
Fax: (204) 942-5692
E-mail: reiley@wpg-plan.com

The information contained herein is for general information purposes only. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. This email does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. This communication, including any attached documentation, is intended only for the person or entity to which it is addressed, and may contain confidential, personal, and/or privileged information. Any unauthorized disclosure, copying, or taking action on the contents is strictly prohibited. If you have received this message in error, please contact us immediately so we may correct our records. Please then delete or destroy the original transmission and any subsequent reply. Thank you",True,2025-12-10T19:51:15.000+0000,False,False,005OH0000071DK9YAM,2025-12-10T19:51:15.000+0000,005OH0000071DK9YAM,2025-12-11T15:42:52.000+0000,005OH0000071DK9YAM,2025-12-11T15:42:52.000+0000,(204)926-7584X584,,reiley@wpg-plan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYQnLYAW,False,,24437829,0030A0000029hKZQAY,0010A000002w5FLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy #411205131 LIRA/LRSP / Client Muriel Borromeo,Medium,"***DDS*** 12/10/25
Name: Tyson Woo
Phone:
Agent code: E2374

Hello Tyson, 

Thank you for contacting the Workspace support group regarding Policy #411205131.

It looks like Laura has closed account 411205131.  

It should now be listed under “Inactive Individually-Owned Products”.

In regard to funds deposited into the LRSP account please check the transaction history under policy 411277916.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tyson Woo <tysonwoo@hotmail.com> 
Sent: December 9, 2025 10:31 AM
To: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Policy #411205131 LIRA/LRSP / Client Muriel Borromeo 

Hi team, I do see the correct LRSP account opened now. I also see a separate LIRA account. Can the team kindly close the LIRA account, as there will be no use for it? Do we know when the funds will be deposited into the LRSP account? I ask because
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Hi team,
I do see the correct LRSP account opened now.
I also see a separate LIRA account. 
Can the team kindly close the LIRA account, as there will be no use for it?
Do we know when the funds will be deposited into the LRSP account?  I ask because the funds left the EQ account quite a few business days ago already.
Thank you for checking.


With gratitude, 
Tyson

________________________________________
From: Wray, Laura <Laura.Wray@canadalife.com>
Sent: Monday, December 8, 2025 11:11:14 a.m.
To: tysonwoo <tysonwoo@hotmail.com>; Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: RE: Policy #411205131 LIRA/LRSP / Client Muriel Borromeo

Hi Tyson,
 
Unfortunately, we are not able to change the policy type on a new account. I have closed account 411205131 and opened a new LRSP shell under policy number 411277916 to accept the funds.
 
Once received the funds will be posted to LRSP account 411277916.
 
Thank you,
 
Laura Wray
Senior Customer Service Specialist | Canadian Operations - Wealth
Laura.Wray@canadalife.com | 519-435-7382
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Tyson Woo <tysonwoo@hotmail.com>
Sent: Monday, December 8, 2025 1:12 PM
To: Wray, Laura <Laura.Wray@canadalife.com>; Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Re: Policy #411205131 LIRA/LRSP / Client Muriel Borromeo
 
Hello team, Happy to see that the funds have left the EQ LRSP account a few days ago, for Canada Life. I see that the account(411205131) is set up in Canada Life, but with a balance of $0 for now. More importantly, it appears to be a LIRA instead
Hello team,
Happy to see that the funds have left the EQ LRSP account a few days ago, for Canada Life.
I see that the account(411205131) is set up in Canada Life, but with a balance of $0 for now.  More importantly, it appears to be a LIRA instead of an LRSP?
Are we able to change it to the correct one?
 
 
With appreciation,
Tyson
________________________________________
From: Wray, Laura <Laura.Wray@canadalife.com>
Sent: December 5, 2025 10:36 AM
To: Individual Wealth <savingsretirement@equitable.ca>
Cc: tysonwoo <tysonwoo@hotmail.com>
Subject: FW: Policy #411205131 LIRA/LRSP / Client Muriel Borromeo
 
Hello,
 
Please see the amended transfer form signed and dated for client Muriel Borromeo.
 
Thank you,
 
Laura Wray
Senior Customer Service Specialist | Canadian Operations - Wealth
Laura.Wray@canadalife.com | 519-435-7382",True,2025-12-10T19:48:44.000+0000,False,False,005OH00000BGeeHYAT,2025-12-10T19:48:44.000+0000,005OH00000BGeeHYAT,2025-12-10T19:48:45.000+0000,005OH00000BGeeHYAT,2025-12-10T19:48:45.000+0000,(604)505-5086,(604) 505-5086,tysonwoo@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYRJdYAO,False,,24443131,0030A00000BFTZvQAP,0010A00000BpmpiQAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-10
Hello Andrew,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre.  
 
There were no clients found for the following advisor code:    
-	F5984

Please provide another 5-digit advisor code that would match our Quadrus records and we would be able to provide a report if available.

Thank you again for your time. 

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T21:06:12.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T21:06:12.000+0000,005OH00000AX0rVYAT,2025-12-10T21:06:23.000+0000,005OH00000AX0rVYAT,2025-12-10T21:06:23.000+0000,(780)875-2125,(780) 871-2082,andrew.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYSUGYA4,False,,24440417,0030A0000029owLQAQ,0010A000002wBVeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:24:18.000+0000,False,False,005OH00000BfonJYAR,2025-12-10T20:24:18.000+0000,005OH00000BfonJYAR,2025-12-10T20:24:18.000+0000,005OH00000BfonJYAR,2025-12-10T20:24:19.000+0000,(604)662-5512,(778) 834-5512,hal@wmsfinancial.ca,(604)662-3208,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYSdqYAG,False,,24437771,0030A000007taT7QAI,0010A000008m0xDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Merge,Medium,"User request merge pf client with 2 account same company
KB0016004-sent to merge cis

email===============================================
Hello, 

Can you merge these 2 accounts with same company and same client.

First Name: DARLENE HOLLAND HOLDINGS INC
Middle Name
Last Name:
DOB:
Policy #'s: 69055060P, 69054735P
Company: CL,CL
CIS Client ID’s: 9537334340, 0716263546
URL for records: https://workspace.canadalife.com/workspace/s/account/0015o000008VNa1AAG/darlene-holland-holdings-inc

https://workspace.canadalife.com/workspace/s/account/001OH00000R5UqmYAF/darlene-holland-holdings-inc




The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ========================================================================================
Hello Norma,

Thank you for submitting your merge request. The discrepancy preventing the merge prompt notification has been updated.

These 2 accounts have now been merge.

If you are still unable to see this updated, please contact us again and we can investigate it further.

We would love to know if we're meeting your expectations by filling out this Survey. Your feedback will assist us in providing better assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect- Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


   




From: Norma Gogan <norma@hansonwealth.ca> 
Sent: December 2, 2025 12:26 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Darlene Holland Holdings Inc C3699083902-24437771

Hi there. Client has two profiles on WS . Can you combine for us please? https: //workspace. canadalife. com/workspace/s/account/0015o000008VNa1AAG/darlene-holland-holdings-inc https: //workspace. canadalife. com/workspace/s/account/001OH00000R5UqmYAF/darlene-holland-holdings-inc
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Hi there.

Client has two profiles on WS . Can you combine for us please?

https://workspace.canadalife.com/workspace/s/account/0015o000008VNa1AAG/darlene-holland-holdings-inc

https://workspace.canadalife.com/workspace/s/account/001OH00000R5UqmYAF/darlene-holland-holdings-inc

Norma Gogan
Marketing Associate

Hanson Wealth Management
12th Floor -1200A
44 Chipman Hill, 
Saint John, NB  E2L 1E8
Phone:  (506) 799-1783",True,2025-12-19T19:33:05.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-10T19:47:58.000+0000,005OH00000AZ3ZxYAL,2025-12-19T19:33:05.000+0000,005OH00000AZ3ZxYAL,2025-12-19T19:33:05.000+0000,(506)632-8930,,norma.gogan@igpwm.ca,(506)658-0766,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYTAvYAO,False,,24438130,0030A000002pPYWQA2,0010A000003aT71QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T19:52:51.000+0000,False,False,005OH00000BfonJYAR,2025-12-10T19:52:51.000+0000,005OH00000BfonJYAR,2025-12-10T19:52:52.000+0000,005OH00000BfonJYAR,2025-12-10T19:52:52.000+0000,(778)294-0018,(604) 818-2678,lloyd@familytreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYTbYYAW,False,,24438481,0030A0000029bxJQAQ,0010A000002w0msQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset password,Medium,"•	Reason for call: Reset WS password
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: reset password
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification",True,2025-12-10T20:03:50.000+0000,False,False,005OH00000BFQFGYA5,2025-12-10T19:57:39.000+0000,005OH00000BFQFGYA5,2025-12-10T20:03:51.000+0000,005OH00000BFQFGYA5,2025-12-10T20:03:51.000+0000,(581)994-6493,,mario@llgp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYTmpYAG,False,,24437892,003G0000020tUqoIAE,0010A000002wT7hQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User ID Email Update,Medium,"*** DDS JAN/13/2026 ***
Called user back to complete resetting product illustration password.
Successfully reset the password
User confirmed they were able to successfully sign into PI

AUTHENTICATION (If Required):
Authenticated user as ADSL advisor
Jan rotating questions
User passed authentication

*** DDS JAN/08/2026 ***
Called user but there was no response.
Left voice message for a callback
***

*** DDS JAN/07/2026 ***
User contacted us to work on resetting their password for their user id
This was a response to an email I sent earlier asking to set up this call.
***

NAME: JANICE FRALICK 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: (F7596) LL33280
PHONE: +19056840296 
EMAIL: jfralick@prosimfinancial.ca 
 
ISSUE: 
User is trying to update their email for their User ID (ll number) so they don’t have issues if they have to update their product illustration password in the future. 
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User should be able to update their RepNet email through the RepNet site.
 
TROUBLESHOOTING/RESOLUTION:
Advised user to sign in to the user id (formerly RepNet) through the option on workspace for repnet
Connected to user through a logmein session so that we can troubleshoot better.
There was no option to update password through RepNet
Contacted assist
KB0020858: reset user’s ISAM password and had them sign in again
They were able to sign in to the update account option but it sent a OTP to the old email address which they have no access to
Called assist again
Resolution: We were unable to update the email. I advised user that this is not something that can be done at this time unfortunately but we will be sending it as feeback to our backend team to look into for the future.
**We had some trouble with resetting the password through the temporary password I set for her on ISAM so I will be calling user back tomorrow at 12:30pm to resolve this part

EMAIL:
--------------------------------------***DDS JAN/13/2026***--------------------------
Hello Janice,
Thank you for taking my call, it was a pleasure assisting you today.
On the call, I reset your password for your product illustration through our backend system which gave you access to log in and put in your permanent password. This was successful and you were able to log in to Product Illustration again.
As mentioned, at this time, there is still no way for you to update your email for your user id so in the meantime, please call us when you need to reset your password and we will be happy to assist you.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS JAN/07/2026***--------------------------
Hello Janice,
I apologise for just getting to your email.
Please confirm the best time and phone number I can call you back today. I am available until 5pm EST today.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Hello,
May I book an appointment tomorrow to get this password and email change situation resolved. Thanks. 
😊 Janice
Upcoming holiday: Dec 20 – Jan 4 (emails will be monitored on business days for urgent matters). For non-urgent matters, call the Client Service Centre at 1-888-252-1847 or I will reach out to you in the New Year.
201 - 20 Corporate Park Drive
St. Catharines, ON L2S 3W2Tel: 905-684-0296  

--------------------------------------***DDS 12/10/2025***--------------------------
Hello Janice,
Thank you for contacting Workspace Support about updating your User ID email.
On the call today, I connected to your computer through a LogMeIn session where we were able to troubleshoot access issues to your User ID. Unfortunately, we found that updating your User ID email with an inactive email on file is not one that our system allows to be done at this time. However, we will be submitting the feedback to our team to have this investigated and possibly implemented for a future update. In the meantime, please contact us if you wish to update your product illustration password and we will be happy to assist you.
Additionally, we were not able reset your password from the temporary password I put on file for you so I will be calling you tomorrow at 12:30 EST so that we can work on resolving this then. If this time does not work for you, please respond to this email and let me know.
Thank you for your patience during the call. I look forward to speaking with you tomorrow.
Let us know if you have any more questions. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 ",True,2025-12-10T21:06:32.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T19:49:39.000+0000,005OH00000BGf2TYAT,2026-01-13T17:41:46.000+0000,005OH00000BGf2TYAT,2026-01-13T17:41:46.000+0000,(905)684-0296,,jfralick@prosimfinancial.ca,(289)362-2047,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYTuCYAW,False,,24441075,003OH00000DYVd1YAH,001OH00000HB2ERYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 10th, 2025 ***
User needed account unlocked and MFA reset. Authenticated with rotation 2, unlocked, reset MFA and showed where to find illustrations. Sign in successful.
=============
Bonjour Logan,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, j’ai débloqué votre compte et je vous ai aidé à reconnecter un authentificateur pour accéder à votre compte.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-10T20:46:46.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-10T20:33:56.000+0000,005OH00000AbJ7aYAF,2025-12-10T20:46:47.000+0000,005OH00000AbJ7aYAF,2025-12-10T20:46:47.000+0000,(819)797-1364,,logan.guimond@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYTyAYAW,False,,24439476,0035o00000474GiAAI,0015o000004hYnzAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:11:10.000+0000,False,False,005OH00000BfonJYAR,2025-12-10T20:11:10.000+0000,005OH00000BfonJYAR,2025-12-10T20:11:10.000+0000,005OH00000BfonJYAR,2025-12-10T20:11:10.000+0000,(604)521-3778,,cameron@braunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYV80YAG,False,,24439886,0035o000005ofOxAAI,0015o000006MgmcAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:16:53.000+0000,False,False,0055o000002DK5fAAG,2025-12-10T20:16:53.000+0000,0055o000002DK5fAAG,2025-12-10T20:16:54.000+0000,0055o000002DK5fAAG,2025-12-10T20:16:54.000+0000,(416)410-8374,4167124176,scott@howetoplan.com,(416)489-0335,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYWT0YAO,False,,24442412,0030A0000029gjtQAA,0010A000002w4iDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:54:38.000+0000,False,False,0055o000002DK5fAAG,2025-12-10T20:54:38.000+0000,0055o000002DK5fAAG,2025-12-10T20:54:38.000+0000,0055o000002DK5fAAG,2025-12-10T20:54:38.000+0000,(905)212-6558X6560,,steve.penney@ipcc.ca,(844)754-7305,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYWspYAG,False,,24443060,0030A0000029b8mQAA,0010A000002w0AgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:05:06.000+0000,False,False,005G0000002gyDJIAY,2025-12-10T21:05:06.000+0000,005G0000002gyDJIAY,2025-12-10T21:05:06.000+0000,005G0000002gyDJIAY,2025-12-10T21:05:06.000+0000,(306)483-2666,,mel@flahrfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYXjzYAG,False,,24440790,003OH00000DC8aDYAT,001OH00000GEGmrYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:29:49.000+0000,False,False,005OH00000BfonJYAR,2025-12-10T20:29:49.000+0000,005OH00000BfonJYAR,2025-12-10T20:29:49.000+0000,005OH00000BfonJYAR,2025-12-10T20:29:49.000+0000,(250)590-8481,,cindy.lynn@manulifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYZbLYAW,False,,24440848,0035o000005kKt2AAE,0015o000006J0p3AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:30:43.000+0000,False,False,0055o000002KxaMAAS,2025-12-10T20:30:43.000+0000,0055o000002KxaMAAS,2025-12-10T20:30:43.000+0000,0055o000002KxaMAAS,2025-12-10T20:30:43.000+0000,(403)991-4618,(403) 991-4618,devon@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYZieYAG,False,,24440720,003G0000018f6roIAA,0010A000002wOtYQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor wants to link accounts.
**********
Hi Adam , thank you for contacting the workspace support today.

To recap our call, we were able to confirm you started your registration for your MGA workspace account , however you were not able to locate your user ID. Distribution_Methodology@canadalife.com can provide the User ID you created to complete the registration. 


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T20:33:51.000+0000,False,False,005OH00000BFQFCYA5,2025-12-10T20:28:44.000+0000,005OH00000BFQFCYA5,2025-12-10T20:53:02.000+0000,005OH00000BFQFCYA5,2025-12-10T20:53:02.000+0000,(877)745-7792,(877) 745-7792 ext. 101,adam@yesmoney.ca,(877)745-7792,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYaYAYA0,False,,24438232,0030A00000ArSpnQAF,0010A00000BRbxPQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user just return back to work, cannot access workspace.
reset her password and she is confortable to connect mfa herself.
KB0017399
email====================================================================
Hello Vivian,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you with your password reset.

On our call we have send you the password reset link which you confirm to have received.

After the password reset you would be required to connect your account with an authenticator, it can be either a browser authenticator or a cellulaire app.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  ",True,2025-12-10T20:03:57.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-10T19:54:12.000+0000,005OH00000AZ3ZxYAL,2025-12-10T20:03:57.000+0000,005OH00000AZ3ZxYAL,2025-12-10T20:03:57.000+0000,(778)896-9772,(778) 896-9772,rossvivian@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYay3YAC,False,,24442601,003OH00000Hj76pYAB,001OH00000LoXfrYAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-10
Hello Parneet,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. 
 
As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Parneet,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
W3TP3KFX

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T20:57:22.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T20:57:22.000+0000,005OH00000AX0rVYAT,2025-12-10T20:57:22.000+0000,005OH00000AX0rVYAT,2025-12-10T20:57:22.000+0000,(431)373-8243,825-540-8100,parneet@pelican-grp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYb1IYAS,False,,24440234,0030A0000029jQXQAY,0010A000002w6wqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:21:40.000+0000,False,False,005OH00000BfjndYAB,2025-12-10T20:21:40.000+0000,005OH00000BfjndYAB,2025-12-10T20:21:41.000+0000,005OH00000BfjndYAB,2025-12-10T20:21:41.000+0000,(250)545-8664,,ben.moore@edwardjones.com,(877)335-9177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYbXUYA0,False,,24442222,0030A0000062vxTQAQ,0010A000006nXD1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:51:31.000+0000,False,False,005OH000002N6huYAC,2025-12-10T20:51:31.000+0000,005OH000002N6huYAC,2025-12-10T20:51:32.000+0000,005OH000002N6huYAC,2025-12-10T20:51:32.000+0000,(438)821-9243,(438) 821-9243,ian.parent@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYbZ8YAK,False,,24441312,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"The customer inquired about opening an investment account and requested investment recommendations. The agent offered to provide conservative investment options and fund details, as well as guidance on navigating the investment platform. The agent committed to sending the customer investment recommendations and information on the required forms and documents.",True,2025-12-10T20:37:38.000+0000,False,False,005OH000005URvxYAG,2025-12-10T20:37:38.000+0000,005OH000005URvxYAG,2025-12-10T20:45:58.000+0000,005OH000005URvxYAG,2025-12-10T20:45:58.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYby9YAC,False,,24439273,0030A00000Bz762QAB,0010A00000D4uhUQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:08:37.000+0000,False,False,0050A000000WjqvQAC,2025-12-10T20:08:37.000+0000,0050A000000WjqvQAC,2025-12-10T20:08:38.000+0000,0050A000000WjqvQAC,2025-12-10T20:08:38.000+0000,(613)735-4141,(613) 281-2047,tommy@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYc7pYAC,False,,24444531,0031600002Ke8TmAAJ,0010A000002wNT2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Wei,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
N5XCGMTFJT

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Wei,

Please find the attached file of the requested list of clients, plans and their current KYC status on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Wei Gao
Code: 34162,21022

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to wei.gao@planiumwealth.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-10T21:31:17.000+0000,False,False,005OH0000071DK9YAM,2025-12-10T21:31:17.000+0000,005OH0000071DK9YAM,2025-12-10T21:31:18.000+0000,005OH0000071DK9YAM,2025-12-10T21:31:18.000+0000,(780)249-6888,(780) 906-8535,wei.gao@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYcIKYA0,False,,24443546,0030A00000CNpEQQA1,0010A00000CyfasQAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Delegate Preferences issue,Medium,"KB0023051 - setup the preferences in New Business Web app before any delegates can access their code in Simple Protect (the same applies to New Business Web app as well). 

To set up the preferences the advisor can follow the steps:
 https://www.acp.canadalife.com/content/dam/advisors/documents/technology/simpleprotect/en_ca/Canada-Life-Preferences.pdf",True,2025-12-10T21:13:29.000+0000,False,False,005OH00000BFPZHYA5,2025-12-10T21:13:29.000+0000,005OH00000BFPZHYA5,2025-12-10T21:13:30.000+0000,005OH00000BFPZHYA5,2025-12-10T21:13:30.000+0000,(450)973-2333,,francesca.benedetti@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYcjeYAC,False,,24440272,003G0000018f6KJIAY,0010A000002wOMYQA2,,,,,,,012OH000000ijW5YAI,Open,,Email,,Works Support-P202 error,Medium,"SL - Sent ticket to DAS for further investigation - INC1935114

user receiving error code after the policy is place
KB0021789  
sending to Sl for escalation

email=========================================================================
Hello Jennifer,

Thank you for reaching out to Workspace Support, regarding this policy upon investigating  it has an error code P202 showing on the product field.

I am escalating this to the second level team for an investigation, an will reach back as soon as we learn more.

If you require further assistance, please don't hesitate to contact us.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   






From: Scoville, Jennifer <Jennifer.Scoville@canadalife.com> 
Sent: December 9, 2025 11:35 AM
To: Jin, Emily (Weina) <emily.jin@wealthcompassgroup.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Wu, Cherie <Cherie.Wu@canadalife.com>
Subject: RE: policy No.: 69091152P
Importance: High

Hi Emily,

The EFT for the annual premium was processed on December 5 from the bank account provided on the EFT form submitted. As of today, our records show that the payment was successful and has not been returned by the bank for any reason. I can confirm that the policy is in force and active on our system. 

I have looped in the Workspace Support inbox to assist with your inquiry.

Workspace Support: This policy was placed in force on December 5. However, as per below, the advisor is unable to view the policy on workspace or pint off a summary. Can you kindly assist Emily with this matter?

Thanks!

Jennifer Scoville (she/her)
New Business Coordinator |Insurance Operations, Individual Wealth & Insurance Solutions
Jennifer.Scoville@canadalife.com | Toll free: 1(888)-221-2672

Mailing address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON  N6A 4K1

Placing requirements: policyplacing@canadalife.com

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Emily Jin <emily.jin@wealthcompassgroup.com> 
Sent: December 8, 2025 5:30 PM
To: Scoville, Jennifer <Jennifer.Scoville@canadalife.com>; Wu, Cherie <Cherie.Wu@canadalife.com>
Subject: [EXT] 回复: policy No.: 69091152P

Hi But Canada Life did not withdraw premium yet, and I can not find in force policy summary on Workspace, which the IFA loan bank required urgently. Thanks! 发件人: Scoville, Jennifer <Jennifer. Scoville@ canadalife. com> 发送时间: 2025年12月8日 12: 24
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi
But Canada Life  did not withdraw premium yet, and I can not find in force policy summary on Workspace, which the IFA loan bank  required urgently. Thanks!
________________________________________
发件人: Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
发送时间: 2025年12月8日 12:24
收件人: Emily Jin <emily.jin@wealthcompassgroup.com>; Wu, Cherie <Cherie.Wu@canadalife.com>
主题: RE: policy No.: 69091152P 
 
Hi Emily,
 
I can confirm that policy placing did process the documents you submitted, including the EFT payment, on Friday, December 5. The policy is currently in force and the file is complete.
 
Thank you, 
 
Jennifer Scoville (she/her)
New Business Coordinator |Insurance Operations, Individual Wealth & Insurance Solutions
Jennifer.Scoville@canadalife.com | Toll free: 1(888)-221-2672

Mailing address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON  N6A 4K1

Placing requirements: policyplacing@canadalife.com
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Emily Jin <emily.jin@wealthcompassgroup.com> 
Sent: December 8, 2025 1:30 PM
To: Wu, Cherie <Cherie.Wu@canadalife.com>; Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Subject: [EXT] 回复: policy No.: 69091152P
 
HI I sent policy placing requirement, including AOPR, EFT, signed illustration last Wednesday, till today, policy placing department still not withdraw premium, and I did not get any email notice, why? can you please check for me, thanks! 发件人: 
HI
I sent policy placing requirement, including AOPR, EFT, signed illustration last Wednesday, till today, policy placing department still not withdraw premium, and I did not get any email notice,  why?  can you please check for me, thanks!
________________________________________
发件人: Wu, Cherie <Cherie.Wu@canadalife.com>
发送时间: 2025年12月3日 8:02
收件人: Scoville, Jennifer <Jennifer.Scoville@canadalife.com>; Jin, Emily (Weina) <emily.jin@wealthcompassgroup.com>
主题: Re: policy No.: 69091152P 
 
Thank you very much for your rush process of this reissue. You help is highly appreciated.
 
Hi Emily, please download your digital contract and deliver at your earliest convenience.
 
Thank you all!
 
Cherie Wu
Regional Sale Manager -BC Insurance
Cherie.wu@canadalife.com
Ph: 604-618-2553
________________________________________
From: Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Sent: Wednesday, December 3, 2025 10:59:32 AM
To: Wu, Cherie <Cherie.Wu@canadalife.com>; Jin, Emily (Weina) <emily.jin@wealthcompassgroup.com>
Subject: RE: policy No.: 69091152P 
 
Hi Emily & Cherie,
 
This reissue has now been completed. Emily, you should have access to download the revised documents on your new business dashboard very shortly, if they are not already there. A physical copy of the contract will also be mailed out to you within the next business day.

Thanks!
 
Jennifer Scoville (she/her)
New Business Coordinator |Insurance Operations, Individual Wealth & Insurance Solutions
Jennifer.Scoville@canadalife.com | Toll free: 1(888)-221-2672

Mailing address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON  N6A 4K1

Placing requirements: policyplacing@canadalife.com
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Wu, Cherie <Cherie.Wu@canadalife.com> 
Sent: December 3, 2025 9:13 AM
To: Scoville, Jennifer <Jennifer.Scoville@canadalife.com>; Jin, Emily (Weina) <emily.jin@wealthcompassgroup.com>
Subject: Re: policy No.: 69091152P
 
Thank you very much, Jennifer!
 
Please keep me posted.
 
Cherie Wu
Regional Sale Manager -BC Insurance
Cherie.wu@canadalife.com
Ph: 604-618-2553
________________________________________
From: Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Sent: Wednesday, December 3, 2025 10:08:55 AM
To: Wu, Cherie <Cherie.Wu@canadalife.com>; Jin, Emily (Weina) <emily.jin@wealthcompassgroup.com>
Subject: RE: policy No.: 69091152P 
 
Hi Cherie,
 
Please see the attached update I sent to you and Emily yesterday, Dec 2. I can confirm that the reissue has been escalated and is currently being worked on this morning. I will confirm as soon as it is complete.

Thanks!
 
Jennifer Scoville (she/her)
New Business Coordinator |Insurance Operations, Individual Wealth & Insurance Solutions
Jennifer.Scoville@canadalife.com | Toll free: 1(888)-221-2672

Mailing address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON  N6A 4K1

Placing requirements: policyplacing@canadalife.com
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Wu, Cherie <Cherie.Wu@canadalife.com> 
Sent: December 3, 2025 7:30 AM
To: Jin, Emily (Weina) <emily.jin@wealthcompassgroup.com>; Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Cc: Sirbu, Liliana <Liliana.Sirbu@canadavie.com>
Subject: RE: policy No.: 69091152P
 
Hello Jennifer,
 
Could you please rush reissue the policy  as soon as possible. It is very time sensitive as the advisor only have 10 days to put the policy in force. We have received all the requirement on Nov 27.
 
Please advise the status of the reissue process.
 
Thank you very much
 
Let me know if you have any questions.
 
 
Cherie Wu (she/her) BBA
Regional Sales Manager, Insurance – BC
Canada Life
Cell: 604 -618 -2553
Cherie.wu@canadalife.com
 
 
 
If you are unable to reach me directly please contact:
 
Wenjia Li, Regional Sales Representative, Insurance
Cell:  (604)612-5105 
wenjia.li@canadalife.com 
 
Serena Jiao, Regional Sales Associate, Insurance
Cell: 604-648-3087
Serena.Jiao@canadalife.com
 
For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: click here
 
Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
From: emily.jin@wealthcompassgroup.com <emily.jin@wealthcompassgroup.com> 
Sent: December 1, 2025 1:54 PM
To: Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Cc: Wu, Cherie <Cherie.Wu@canadalife.com>; Sirbu, Liliana <Liliana.Sirbu@canadavie.com>
Subject: [EXT] Re: policy No.: 69091152P
 
Hi The Eq bank only give me another 10 days for IFA loan, please check the following email, how about the reissue of policy No: 69091152P ? I need it urgently to put in force. Thanks so much! From: Scoville, Jennifer <Jennifer. Scoville@ canadalife. com>
Hi
The Eq bank only give me another 10 days for IFA loan, please check the following email, how about the reissue of policy No: 69091152P ?  I need it urgently to put in force. Thanks so much!
 
 
 
________________________________________
From: Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Sent: Friday, November 28, 2025 8:42 AM
To: Jin, Emily (Weina) <emily.jin@wealthcompassgroup.com>
Cc: Wu, Cherie <Cherie.Wu@canadalife.com>; Sirbu, Liliana <Liliana.Sirbu@canadavie.com>
Subject: RE: policy No.: 69091152P 
 
Thank you, Emily!
 
Jennifer Scoville (she/her)
New Business Coordinator |Insurance Operations, Individual Wealth & Insurance Solutions
Jennifer.Scoville@canadalife.com | Toll free: 1(888)-221-2672

Mailing address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON  N6A 4K1

Placing requirements: policyplacing@canadalife.com
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: emily.jin@wealthcompassgroup.com <emily.jin@wealthcompassgroup.com>
Sent: November 27, 2025 6:04 PM
To: Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Cc: Wu, Cherie <Cherie.Wu@canadalife.com>; Sirbu, Liliana <Liliana.Sirbu@canadavie.com>
Subject: [EXT] Re: policy No.: 69091152P
 
Hi Please find attached illustration with product information page, thanks! From: Scoville, Jennifer <Jennifer. Scoville@ canadalife. com> Sent: Thursday, November 27, 2025 9: 42 AM To: Jin, Emily (Weina) <emily. jin@ wealthcompassgroup. com>
Hi
Please find attached illustration with product information page, thanks!
________________________________________
From: Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Sent: Thursday, November 27, 2025 9:42 AM
To: Jin, Emily (Weina) <emily.jin@wealthcompassgroup.com>
Cc: Wu, Cherie <Cherie.Wu@canadalife.com>; Sirbu, Liliana <Liliana.Sirbu@canadavie.com>
Subject: RE: policy No.: 69091152P
 
Hi Emily,

Thank you for forwarding the revised illustration. The attached illustration is missing the Product Information Page (PIP) which is typically the last page of the document. This page is required for us to process the reissue as it’s included within the final contract. Can you kindly forward the product information page for this illustration?
 
Thank you!
 
Jennifer Scoville (she/her)
New Business Coordinator |Insurance Operations, Individual Wealth & Insurance Solutions
Jennifer.Scoville@canadalife.com | Toll free: 1(888)-221-2672

Mailing address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON  N6A 4K1

Placing requirements: policyplacing@canadalife.com
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: emily.jin@wealthcompassgroup.com <emily.jin@wealthcompassgroup.com>
Sent: November 26, 2025 4:22 PM
To: Sirbu, Liliana <Liliana.Sirbu@canadavie.com>
Cc: Wu, Cherie <Cherie.Wu@canadalife.com>; Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Subject: [EXT] Re: policy No.: 69091152P
 
Hi Here you are, please find attached complete Wealth Select Pay to 100 illustration, and reissue ASAP, thanks! From: Sirbu, Liliana <Liliana. Sirbu@ canadavie. com> Sent: Wednesday, November 26, 2025 8: 17 AM To: Jin, Emily (Weina) <emily. jin@ wealthcompassgroup. com>
 
Hi
Here you are, please find attached complete Wealth Select Pay to 100 illustration, and reissue ASAP, thanks!
 
 
________________________________________
From: Sirbu, Liliana <Liliana.Sirbu@canadavie.com>
Sent: Wednesday, November 26, 2025 8:17 AM
To: Jin, Emily (Weina) <emily.jin@wealthcompassgroup.com>
Cc: Wu, Cherie <Cherie.Wu@canadalife.com>; Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Subject: policy No.: 69091152P
 
Hi Emily,
 
We can't issue based on the illustration you submitted, please provide the complete Wealth Select Pay to 100 illustration.
Cherie will be able to help you, if needed.
 
Thanks.
 
 
Liliana Sirbu  FALU  FLMI  ARA
Senior Underwriting Consultant, Premier Underwriting | Insurance Solutions
Individual Client, Canada Life
Consultante Principale en Tarification, Équipe tarification experte | Opérations Assurance Individuelle
Client Individuel, Canada-Vie
Liliana.Sirbu@canadavie.com | 438-316-5149
 
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
De : emily.jin@wealthcompassgroup.com <emily.jin@wealthcompassgroup.com>
Envoyé : 25 novembre 2025 18:14
À : Sirbu, Liliana <Liliana.Sirbu@canadavie.com>
Cc : Wu, Cherie <Cherie.Wu@canadalife.com>; Scoville, Jennifer <Jennifer.Scoville@canadalife.com>
Objet : [EXT] policy No.: 69091152P
 
Hi As I want to change this new issued policy, so I send to Eq bank, and my IFA loan for changed policy has been approved, please go ahead to print paper and e- contract for changed policy according to illustration attached ASAP. thanks!  
Hi
As I want to change this new issued policy, so I send to Eq bank, and my IFA  loan for changed policy has been approved, please go ahead to print paper and e- contract for changed policy according to illustration attached ASAP. thanks!",False,,False,False,0050A000000qsPeQAI,2025-12-10T20:22:14.000+0000,005OH00000AZ3ZxYAL,2025-12-11T21:21:20.000+0000,0050A000000qsPeQAI,2025-12-11T21:21:20.000+0000,(778)789-1089,+1 (778) 789-1089,emily.jin@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYdBvYAK,False,,24442306,0030A0000029ZEfQAM,0010A000002vyYwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:52:56.000+0000,False,False,005OH000004pk06YAA,2025-12-10T20:52:56.000+0000,005OH000004pk06YAA,2025-12-10T20:52:57.000+0000,005OH000004pk06YAA,2025-12-10T20:52:57.000+0000,(416)452-1147,,jwilliams@serenialife.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYdDEYA0,False,,24442149,003OH00000M99NZYAZ,001OH00000QuueYYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-**PRIMERICA**,Medium,"User request for the emailed registration to be resend to advisor
KB0023538
email ================================================================

Hello, 

The below Primerica Advisor indicated they did not receive their registration letter. Please resend.

Email Address (obtain from Siebel under Comm Pref Tab): AYESHA.ANWAR@PRIMERICA.COM
First Name AYESHA 
Last Name ANWAR
Language: ENG
Producer Code (obtain from Siebel): P4080
Activation ID (obtain from Siebel): PME4080


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
   ==============================================================

Hello Stefan,

Thank you for reaching out to Workspace Support regarding the primerica registration email.

I have send a request for the registration email to be resend to ayesha on email AYESHA.ANWAR@PRIMERICA.COM , she should received it approximately 1 business day.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: Moroz, Stefan <Stefan.Moroz@canadalife.com> 
Sent: December 9, 2025 4:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: AYESHA.ANWAR@PRIMERICA.COM
Subject: Resend Workspace Registration Email-24442149

Hello, 

Please resend Ayesha her Workspace registration email. 

Her Canada Life rep code is P4080 and her full name is Ayesha Anwar. 

Thanks in advance. 

Stefan Moroz, CIM ®
Director of Business Development, Wealth Management
Cell: 403-618-5871
Email: Stefan.Moroz@canadalife.com

In partnership with: 

Erika Sowka
Regional Sales Associate, Wealth Management 
Email: Erika.Sowka@canadalife.com
Phone: 416-552-6405

	 





 

Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-10T21:05:00.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-10T20:50:33.000+0000,005OH00000AZ3ZxYAL,2025-12-10T21:05:00.000+0000,005OH00000AZ3ZxYAL,2025-12-10T21:05:00.000+0000,(403)605-7290,,ayesha.anwar@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYdO3YAK,False,,24442012,003G0000018f7g8IAA,0010A000002wPmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:48:22.000+0000,False,False,005OH000002N6huYAC,2025-12-10T20:48:22.000+0000,005OH000002N6huYAC,2025-12-10T20:48:22.000+0000,005OH000002N6huYAC,2025-12-10T20:48:22.000+0000,(514)940-4949,,francine@fmartineau.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYdgXYAS,False,,24443542,003OH00000YhlpmYAB,001OH00000i4H9IYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:13:20.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T21:13:20.000+0000,005G0000002gxxjIAA,2025-12-10T21:13:21.000+0000,005G0000002gxxjIAA,2025-12-10T21:13:21.000+0000,(514)242-7261,,francois.rancourt@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYf9dYAC,False,,24438886,0035o000005ofOxAAI,0015o000006MgmcAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:03:23.000+0000,False,False,0055o000002DK5fAAG,2025-12-10T20:03:23.000+0000,0055o000002DK5fAAG,2025-12-10T20:03:24.000+0000,0055o000002DK5fAAG,2025-12-10T20:03:24.000+0000,(416)410-8374,4167124176,scott@howetoplan.com,(416)489-0335,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYgH4YAK,False,,24444435,0030A0000029nPOQAY,0010A000002wAHJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User inquiring how to resister for Workspace - directed user to register for User ID 
User is unsure of MGA advisor code. Will get that and then register. 

Email: timkelly@timjkelly.com 
ADSL Code: F0964
MGA Code: 3268-11375

******************************************************************
Good afternoon, Tim 

Thank you for contacting the Workspace Support Team, it was great speaking with you today!

To register for all the major platforms including Workspace, please follow the instructions below to achieve a successful registration.
1.	You will need to register for a User ID before being able to register for Workspace. To register for a User ID (formerly Repnet ID), you will need an activation code. 

2.	Once you obtain an activation code from Distribution Methodology, please follow this link to register your User ID. Please select Register located at the lower half of the webpage. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi…

•	You will need your advisor code when registering for your User ID. You can also try contacting contracts&compensation@canadalife.com to get your advisor code. 

3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T21:56:21.000+0000,False,False,005OH00000BG5v4YAD,2025-12-10T21:29:18.000+0000,005OH00000BG5v4YAD,2025-12-10T21:56:53.000+0000,005OH00000BG5v4YAD,2025-12-10T21:56:53.000+0000,(519)690-2862,,timkelly@timjkelly.com,(519)690-2862,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYgLxYAK,False,,24444110,003OH00000M91l2YAB,001OH00000Quxx3YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,follow up INC1932659,Medium,,True,2025-12-10T21:36:53.000+0000,False,False,005OH000008919xYAA,2025-12-10T21:23:27.000+0000,005OH000008919xYAA,2025-12-10T21:36:53.000+0000,005OH000008919xYAA,2025-12-10T21:36:53.000+0000,(403)561-4295,,tvalencia@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYgk1YAC,False,,24439211,0031600002OjkOgAAJ,0010A000002wNmMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:07:40.000+0000,False,False,005OH000002N6huYAC,2025-12-10T20:07:40.000+0000,005OH000002N6huYAC,2025-12-10T20:07:40.000+0000,005OH000002N6huYAC,2025-12-10T20:07:40.000+0000,(450)582-4777,(514) 424-5033,julien@daneault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYgosYAC,False,,24440539,003OH00000M8wAYYAZ,001OH00000QuhOzYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace registration - Primerica,Medium,"***DDS Dec.10/2025***
User wanted the Primerica Workspace registration email resent as he says he might of accidentally deleted the original email sent to him. Responded to user and advised I have reached out to the appropriate team ( SFMCDMsupport@canadalife.com ) and they will resend the registration email to the user directly and to please allow some time for the email to come through.

REF KB: KB0023538 

*****Email*****

Hello Team,

The below Primerica Advisor indicated they did not receive their registration letter. Please resend.

Email Address : RICKMAYHEW@PRIMERICA.COM
First Name: RICK
Last Name: MAYHEW
Language: English
Producer Code :P7154
Activation ID: PME7154

Thanks.

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Stefan,

Thanks for contacting the Workspace Support team regarding having the Advisor’s Workspace registration email resent.

I have contacted the appropriate team to request a new registration email to be sent to the user. Please allow some time for this email to come through.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Moroz, Stefan <Stefan.Moroz@canadalife.com> 
Sent: December 9, 2025 2:55 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Hwang, Lewis [PRI-1PP] <Lewis.Hwang@Primerica.Com>; RICKMAYHEW@PRIMERICA.COM
Subject: FW: Register Canada Life - Case - 24440539

Hello, 

Please resend Rick his Workspace registration email. 

Rick Mayhew
Primerica Rep Code: JTB93

Thanks, 


Stefan Moroz, CIM ®
Director of Business Development, Wealth Management
Cell: 403-618-5871
Email: Stefan.Moroz@canadalife.com

In partnership with: 

Erika Sowka
Regional Sales Associate, Wealth Management 
Email: Erika.Sowka@canadalife.com
Phone: 416-552-6405

	 





 

Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Hwang, Lewis [PRI-1PP] <Lewis.Hwang@Primerica.Com> 
Sent: December 9, 2025 2:25 PM
To: Moroz, Stefan <Stefan.Moroz@canadalife.com>
Cc: rickmayhew@primerica.com
Subject: [EXT] RE: Register Canada Life

Hi Stefan, Could you provide help for Rick on registration? Thank you, Lewis From: RICK MAYHEW <RICKMAYHEW@ PRIMERICA. COM> Sent: Tuesday, December 9, 2025 2: 15 PM To: Hwang, Lewis [PRI-1PP] <Lewis. Hwang@ Primerica. Com> Subject: Register
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Stefan,

Could you provide help for Rick on registration?

Thank you,

Lewis

From: RICK MAYHEW <RICKMAYHEW@PRIMERICA.COM> 
Sent: Tuesday, December 9, 2025 2:15 PM
To: Hwang, Lewis [PRI-1PP] <Lewis.Hwang@Primerica.Com>
Subject: Register Canada Life

Good day
I must have accidentley deleted my email from you to log into the proceedure to register for Canada Life.
Please resend,
sorry for inconvience
Rick Mayhw
JTB93

-- 
Visit my landing page: 
https://livemore.net/RickMayhew

You are receiving this message from Rick Mayhew on behalf of Primerica
Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively
“Primerica”), branch office located at #104 - 3851 18th Avenue, Prince George, BC  V2N1B1 I can be reached at 778-764-2692. Cell: 250-565-8587
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Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 



*****Email*****",True,2025-12-10T20:26:08.000+0000,False,False,005OH00000BFQFBYA5,2025-12-10T20:26:08.000+0000,005OH00000BFQFBYA5,2025-12-10T20:49:59.000+0000,005OH00000BFQFBYA5,2025-12-10T20:49:59.000+0000,(250)562-0083,,rickmayhew@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYhQmYAK,False,,24440726,0030A0000029msxQAA,0010A000002w9ouQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:28:51.000+0000,False,False,005OH000005URvxYAG,2025-12-10T20:28:51.000+0000,005OH000005URvxYAG,2025-12-10T20:28:52.000+0000,005OH000005URvxYAG,2025-12-10T20:28:52.000+0000,(780)608-7797,(780) 668-2289,tim@vantfinancial.com,(780)608-7726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYiM2YAK,False,,24440903,003G0000018f74PIAQ,0010A000002wP7jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration,Medium,"KB0023420 - User is receiving error message when trying to sign into Product Illustration. 
KB0020858  - Reset ISAM LL - reset temporary password

Email: dani@hfgcanada.ca 
Code: F2340
Code: 2341
Business address confirmed 

*************************************************************
Good afternoon,  Dani 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
I'm glad I was able to assist you with resetting your password for your User ID (Product Illustration) and changing the temporary one I provided over the phone so you can successfully sign into Product Illustration.
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T20:47:04.000+0000,False,False,005OH00000BG5v4YAD,2025-12-10T20:31:29.000+0000,005OH00000BG5v4YAD,2025-12-10T20:50:19.000+0000,005OH00000BG5v4YAD,2025-12-13T02:01:54.000+0000,(403)244-7999,(403) 803-4588,dirk@hfgcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYjq0YAC,False,,24440358,003OH000009FLroYAG,001OH00000BD8cdYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Applications are all blank,Medium,"Caller Name: Jennifer Demille 
Advisor or support staff: Advisor support
Advisor Code: 35675
Advisor Name: Karen Waters - National Account
Phone: 
Email: Jennifer.Demille@ig.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Term applications found in the New Business dashboard are all blank

FINDINGS:
AUTHENTICATED ADVISORS INFO AS PER KB0021888 
TPA IS SEEN FOR THE ADVISOR UNDER JENNIFER SIEBEL

found this KB0023226 however TPA is setup/seen. 
did a log me in had her guide me. 

RESOLUTION: 

Called assist desk/spoke to Kevin
there is a 60 day time limit. 
Kevin checked few things during screenshare and then noted he would take over the call. closing my case. 





RESOLUTION: DID A LOG ME IN SESSION, SIGNS INTO WORKSPACE, CLICKS ON THE APPLICATIONS, SELECTS THE ADVISORS NAME, CLICKS ON 
TOTAL APPLICATIONS 0. CLICKS ON THE NEW BUSINESS DASHBOARD AND CHANGES THE FILTER TO ALL AND NO APPLICATIONS FOUND. 



--------------------------------------***DDS  12/10/2025***--------------------------",True,2025-12-10T20:55:04.000+0000,False,False,005OH00000AUS7aYAH,2025-12-10T20:23:28.000+0000,005OH00000AUS7aYAH,2025-12-10T21:01:54.000+0000,005OH000001yNnaYAE,2025-12-10T21:01:54.000+0000,(403)343-7030,,karen.waters@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYkHSYA0,False,,24445277,0030A0000029ptrQAA,0010A000002wCFwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/10*
----------------
kumud prasad 
KUMUD PRASAD
d2086

trying to log into Workspace, have not logged in for a while. 
walked through resetting workspace password
walked through setting up MFA 
internal server error 
asked to reload and sign into Workspace again. 
getting url does not exist 
walked through clearing cache and cookies 


*email*
----------------
Good afternoon Kumud, 

Thank you for contacting the Workspace Support Team with your login issue. 

You wanted to log in but it had been a while since you have used Workspace, and you were looking for support. We were able to guide you through the login process successfully. We guided you through the multifactor set up and helped you navigate the URL does not exist error successfully, you were able to log into Workspace. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T22:15:14.000+0000,False,False,005OH000008919xYAA,2025-12-10T21:45:45.000+0000,005OH000008919xYAA,2025-12-10T22:15:14.000+0000,005OH000008919xYAA,2025-12-10T22:15:14.000+0000,(778)707-4960,,prasadkumud56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYkXWYA0,False,,24440066,0030A0000029ovOQAQ,0010A000002wBV1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:19:29.000+0000,False,False,005OH00000BfonJYAR,2025-12-10T20:19:29.000+0000,005OH00000BfonJYAR,2025-12-10T20:19:29.000+0000,005OH00000BfonJYAR,2025-12-10T20:19:29.000+0000,(604)231-0700,(604) 649-9282,kari.leoganda@leoganda.com,(604)231-7313,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYliwYAC,False,,24440534,003OH00000Ye0FYYAZ,001OH00000hxHDtYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:26:03.000+0000,False,False,005OH000005URvxYAG,2025-12-10T20:26:03.000+0000,005OH000005URvxYAG,2025-12-10T20:26:04.000+0000,005OH000005URvxYAG,2025-12-10T20:26:04.000+0000,(587)416-5775,,cori@privatelaneadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYnITYA0,False,,24440354,003OH00000EP57nYAD,001OH00000I6sGLYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Register for Workspace,Medium,"Caller Name: Sumreet Dhaliwal 
Advisor or support staff: Advisor 
Advisor Code: H2014 MGA
Advisor Name: Sumreet Dhaliwal 	
Phone: 
Email: sumreet.dhaliwal@wellington-altus.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: trying to register on the Canada Life Website for the advisor workstation, however, I am unable to proceed because I do not have an activation code or UserID

FINDINGS:
found a test dummy user with code H2014
checked the Siebel profile did a TIM TAM with 1-1EW39DT seen in Siebel and it returned nothing
checked ISAM, nothing found with her name or email

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000006JtADYA0%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000EQ5fDYAT%26cntc%3D003OH00000EQ5fDYAT%26id%3D005OH000006JtADYA0

--------------------------------------***DDS  12/11/2025***--------------------------
RESOLUTION:  CHECKED FURTHER AND SHE MUST HAVE RECEIVED AN ACTIVATION CODE AS ITS SEEN IN SIEBEL, 1-1EW39DT
ADVISED HER TO CHECK HER EMAILS AND OR REACH OUT TO DM TO INQUIRE SO SHE CAN REGISTER FOR A USER ID/THEN WORKSPACE.

-------------------------------------***DDS  12/11/2025***--------------------------
Hello Sumreet,

Our team is not equipped with the ability to help with processing the activation code or having them expedited. 

I do know that Distribution Methodology is working to process and respond to requests as quickly as possible. Please do give them some time and or follow up with them as needed.

Once you have your activation code, register for your User ID (take note of the User ID/password created as you will need that to register for Workspace) , do remember to allow 48hrs and then register for Workspace following the instructions in my earlier email. 

Should you need assistance once you have your activation code, please give us a call and we can further assist, thanks. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

-------------------------------------***DDS  12/11/2025***--------------------------
UPDATE RECEIVED
-------------------------------------***DDS  12/11/2025***--------------------------
Hi Anita, 

I reached out to the email you provided the other day and I have not heard anything so far. Do you mind reaching out to that team to help process this activation code? 

Thank you,
Sumreet 


--------------------------------------***DDS  12/11/2025***--------------------------
Hello Sumreet,

Thanks for providing the information. 

I checked see you have not registered for Workspace and do not see that you’ve created a User ID. 

Please check your old emails to find anything received from Distribution Methodology with the activation code. 

If you’re unable to locate, you will need to reach out to Distribution_Methodology@canadalife.com to inquire what the activation code is so you can register/create a User ID.

Once you have the activation code, you can go to Sign in | Canada Life, scroll down to the bottom of the page and click on Register.

Once you’ve completed your registration for RepNet/User ID (take note of the user id/password you created), you will then have to allow 48 hours before registering for Workspace
 
Please follow the steps below to register for Workspace. 
 
Step 1: Click on the link Register
Step 2: Enter your Repnet/User ID and Password. 
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other. 
 
You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/11/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/11/2025***--------------------------
Hi Anita, 

I am an advisor and my selling code is H2014. I did not receive an activation code from Distribution Methodology 

Thank you,
Sumreet 


--------------------------------------***DDS  12/10/2025***--------------------------
REQUESTED MORE INFORMATION
--------------------------------------***DDS  12/10/2025***--------------------------
Hello Sumreet,

Your email was sent to us by Natasha to better assist you with Workspace registration.

Sumreet, are you an advisor? Or do you support an advisor? Please provide your advisor codes or the name and codes of the advisor you do support.

Did you receive any emails from Distribution Methodology? If not you will need to reach out to Distribution_Methodology@canadalife.com as they will provide you with the activation code and or let you know if you already have a User ID.

Let me know so I can check and provide you with any additional information, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/10/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/10/2025***--------------------------
Hello,

Could you please assist Sumreet with the Workspace inquiry outlined below?

Thanks,
Natasha

Natasha Papaioannou
Regional Sales Representative, Wealth Management
Phone: 416-507-2910
natasha.papaioannou@canadalife.com

Fiona Zhou
Regional Sales Manager, Wealth Management
Cell: 647-674-2038
fiona.zhou@canadalife.com
 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

From: Sumreet Dhaliwal <sumreet.dhaliwal@wellington-altus.ca> 
Sent: December 10, 2025 10:32 AM
To: Zhou, Fiona <fiona.zhou@canadalife.com>
Cc: Papaioannou, Natasha <Natasha.Papaioannou@canadalife.com>
Subject: [EXT] Website Login

Hi Fiona, I hope you are doing well. I am trying to register on the Canada Life Website for the advisor workstation, however, I am unable to proceed because I do not have an activation code or UserID. Do you mind guiding me in the right direction
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Fiona, 

I hope you are doing well. I am trying to register on the Canada Life Website for the advisor workstation, however, I am unable to proceed because I do not have an activation code or UserID. Do you mind guiding me in the right direction to obtain these details as I am looking to write a term policy for a client. 

Thank you,
Sumreet 

Sumreet Dhaliwal 
Investment Advisor 

Lakeview Wealth Management 
Wellington-Altus Private Wealth Inc. 
Insurance Advisor 
Lakeview Wealth Management 
Wellington-Altus Insurance Inc. 
 	Office: 289.205.2606

 	Email: sumreet.dhaliwal@wellington-altus.ca

 	Web: advisor.wellington-altus.ca/lakeview-wealth-management

 	Address: 3455 North Service Rd. Suite 300, Burlington ON  L7N 3G2",True,2025-12-11T12:43:30.000+0000,False,False,005OH00000AUS7aYAH,2025-12-10T20:23:26.000+0000,005OH00000AUS7aYAH,2025-12-12T04:30:49.000+0000,005OH00000AUS7aYAH,2025-12-12T04:30:49.000+0000,(647)746-5983,,sumreet.dhaliwal@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYoCwYAK,False,,24440718,0030A0000029hyUQAQ,0010A000002w5l3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:28:43.000+0000,False,False,005OH000007fgYjYAI,2025-12-10T20:28:43.000+0000,005OH000007fgYjYAI,2025-12-10T20:28:43.000+0000,005OH000007fgYjYAI,2025-12-10T20:28:43.000+0000,(819)303-0801,819-930-2165,antoine.chabot@chabotservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYq1pYAC,False,,24440784,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:29:46.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T20:29:46.000+0000,005OH000004Ir1xYAC,2025-12-10T20:29:47.000+0000,005OH000004Ir1xYAC,2025-12-10T20:29:47.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYqoDYAS,False,,24440935,0030A0000029XQ0QAM,0010A000002vx09QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:32:04.000+0000,False,False,005OH000005URvxYAG,2025-12-10T20:32:04.000+0000,005OH000005URvxYAG,2025-12-10T20:32:04.000+0000,005OH000005URvxYAG,2025-12-10T20:32:04.000+0000,(780)970-0832,,tau@telusplanet.net,(780)970-0832,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYqoFYAS,False,,24442093,0030A0000029iDZQAY,0010A000002w5yNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:49:30.000+0000,False,False,005OH000002N6huYAC,2025-12-10T20:49:30.000+0000,005OH000002N6huYAC,2025-12-10T20:49:31.000+0000,005OH000002N6huYAC,2025-12-10T20:49:31.000+0000,(819)829-2225,8194326230,info@katialalancette.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYrzhYAC,False,,24444842,0030A0000029XUjQAM,0010A000002vx3kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA form - not heard back in a month,Medium,"*12/10*
----------------
Pam Tennant
Lisa Lyttle 

we sent in the TPA form, on the nov 12th, have not heard back. 

*email*
----------------

Good morning Pam, 

Thank you for your patience as we investigate this matter. It is greatly appreciated. 
We have received a response from the teams supporting us with your access the Service Only Workspace. 
We tapped a few shoulders, and we did determine that the team who administers and processes the requests were unable to locate the application that was sent to them. 

At your earliest convenience, please have Cathy complete the application once more by clicking this form.
Please let us know once this is complete, and we will tap a few more shoulders to ensure that it is given priority. 
We thank you for your patience in this matter and we look forward to hearing from you. 

Have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Good afternoon Pam, 

Thank you for contacting the Workspace Support team. It was a pleasure to meet you! 
We have escalated this issue to the appropriate team to inquire about your request for Cathy that was made some time ago.  
When we receive an update, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Good afternoon Sarah and Jiwon, 

May we trouble you regarding an inquiry we received concerning an access request for Service Only Workspace? 
Could you confirm if you have received a request from Pam Tennant for access to be granted to Cathy Brassington (service@ellementsgroup.com)? 

They stated that it has been some time that hey have not yet received a response, and I wished to check with you in case they missed your response to them. 

Please let us know when you are able to.

Thank you and have a great day! 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T16:38:48.000+0000,False,False,005OH000001yNnaYAE,2025-12-10T21:37:09.000+0000,005OH000008919xYAA,2025-12-15T16:38:48.000+0000,005OH000001yNnaYAE,2025-12-15T16:38:48.000+0000,(403)875-0123,,lisa.cfp@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYsoUYAS,False,,24442088,003OH000007chMZYAY,001OH000009N9OsYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:49:27.000+0000,False,False,005OH000005URvxYAG,2025-12-10T20:49:27.000+0000,005OH000005URvxYAG,2025-12-10T20:49:27.000+0000,005OH000005URvxYAG,2025-12-10T20:49:27.000+0000,(780)207-2100,,prabhjots@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYtNtYAK,False,,24441360,0030A0000029oGjQAI,0010A000002wAwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:38:26.000+0000,False,False,005OH000004pk06YAA,2025-12-10T20:38:26.000+0000,005OH000004pk06YAA,2025-12-10T20:38:26.000+0000,005OH000004pk06YAA,2025-12-10T20:38:26.000+0000,(416)787-1366,(416) 452-1393,kevin@gicwealth.ca,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYtPXYA0,False,,24446342,0030A0000029b4QQAQ,0010A000002w0BNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:11:22.000+0000,False,False,005OH00000BfjndYAB,2025-12-10T22:11:22.000+0000,005OH00000BfjndYAB,2025-12-10T22:11:22.000+0000,005OH00000BfjndYAB,2025-12-10T22:11:22.000+0000,(604)684-8313,,stuart@rowlesfinancial.com,(604)684-8315,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYtcYYAS,False,,24445811,0030A0000029YzfQAE,0010A000002vyLEQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Inforce Illustration for Two Policies,Medium,"Dual Advisor Sanjeev Duggal (CL 24698) looking for assistance running Illustrations for two policies - 48472067P and 60269079P; confirmed policy details in CoPilot; confirmed with Assist; guided user to Canada Life Web Illustrations report through Workspace; sent f/u email with screenshots reviewing steps for assistants

Source of Triage: Support Path ID Doc, SharePoint, Assist 

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 10, 2025 3:46 PM
To: info@duggalwealth.ca
Subject: Workspace Canada Life Web Illustrations - SF Case #24445811

Hi Sanjeev,

Thank you for reaching out to Workspace Support! It was so nice meeting you today. 

We’re happy we were able to guide you through accessing a Web Illustration report for both Life Insurance policies 48472067P and 60269079P.

As discussed, we’ve included the Web Illustration access steps below for your reference: 

1.	Within your Workspace Overview page, scroll down and select Canada Life Illustrations

 

2.	Within the Canada Life Web Illustrations page, select the Inforce icon

 

3.	Enter the desired policy number and select OK

 

4.	Within the Policy Illustration overview page, select the View Illustration Report icon (above the policy Summary)

 

5.	Review the Policy Illustration Report (will open in a new tab) and export as required


We hope this has helped! In the meantime, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T22:24:54.000+0000,False,False,005OH00000BFQFDYA5,2025-12-10T21:56:50.000+0000,005OH00000BFQFDYA5,2025-12-10T22:53:43.000+0000,005OH00000BFQFDYA5,2025-12-13T02:01:56.000+0000,(647)847-2444,4167239350,info@duggalwealth.ca,(866)847-6138,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYuILYA0,False,,24441541,003G000001SoksiIAB,0010A000002wSgmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:41:21.000+0000,False,False,005G0000002gyDJIAY,2025-12-10T20:41:21.000+0000,005G0000002gyDJIAY,2025-12-10T20:41:22.000+0000,005G0000002gyDJIAY,2025-12-10T20:41:22.000+0000,(250)287-2642,,alvin.arruda@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYuWuYAK,False,,24443699,0030A0000029opJQAQ,0010A000002wBQ9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:15:56.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T21:15:56.000+0000,005G0000002gxxjIAA,2025-12-10T21:15:56.000+0000,005G0000002gxxjIAA,2025-12-10T21:15:56.000+0000,(514)918-9293,(514) 918-9293,oliddesilets@gmail.com,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYvo2YAC,False,,24443890,0030A00000BROtdQAH,0010A00000C1bzpQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA inquiry,Medium,"******DDS****** 12/10/2025
User called requiring assistance with authenticator as they were not getting a code. DDS verified user is set up with an authenticator app and not salesforce authenticator. User was able to retrieve code and sign in successfully. 


*****email chain*****
Hello Tricia, 

    It was a pleasure assisting you today. Your workspace account is set up with an authenticator app that is not salesforce, just want to remember that upon sign in, so you know where to retrieve the code from. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T21:27:50.000+0000,False,False,005OH00000BFQFHYA5,2025-12-10T21:19:25.000+0000,005OH00000BFQFHYA5,2025-12-10T21:27:51.000+0000,005OH00000BFQFHYA5,2025-12-10T21:27:51.000+0000,(204)925-5153,,tricia.carver@nbc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYwKAYA0,False,,24442444,003G0000021VKBvIAO,0010A000002wT83QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:55:05.000+0000,False,False,005G0000002gyDJIAY,2025-12-10T20:55:05.000+0000,005G0000002gyDJIAY,2025-12-10T20:55:06.000+0000,005G0000002gyDJIAY,2025-12-10T20:55:06.000+0000,(306)546-1386,(306) 596-4408,amrit@atafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYwtdYAC,False,,24442035,003OH00000IL8LCYA1,001OH00000MWbPlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:48:45.000+0000,False,False,005OH000005URvxYAG,2025-12-10T20:48:45.000+0000,005OH000005URvxYAG,2025-12-10T20:48:45.000+0000,005OH000005URvxYAG,2025-12-10T20:48:45.000+0000,(780)618-6329,,tom.plocica@ts-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYx9nYAC,False,,24444591,003OH00000Vml4QYAR,001OH00000cmvUYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:32:25.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T21:32:25.000+0000,005OH000004Ir1xYAC,2025-12-10T21:32:26.000+0000,005OH000004Ir1xYAC,2025-12-10T21:32:26.000+0000,(437)988-2748,,neerajgiri@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYxcoYAC,False,,24443047,003OH00000IABHjYAP,001OH00000MKGyZYAX,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Jack,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
XGRULYV7TY

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Good afternoon Jack,

Please find the attached file of a list of clients, plans and their current KYC status on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Jack Moroney
Code: F7348 / 18913

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to jack@synergyfinancialgroup.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-10T21:04:57.000+0000,False,False,005OH0000071DK9YAM,2025-12-10T21:04:57.000+0000,005OH0000071DK9YAM,2025-12-10T21:04:58.000+0000,005OH0000071DK9YAM,2025-12-10T21:04:58.000+0000,(403)702-5225,,jack@synergyfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYygvYAC,False,,24442423,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:54:47.000+0000,False,False,005OH000005URvxYAG,2025-12-10T20:54:47.000+0000,005OH000005URvxYAG,2025-12-10T20:54:47.000+0000,005OH000005URvxYAG,2025-12-10T20:54:47.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYysDYAS,False,,24442501,003OH00000QjYMtYAN,001OH00000WWlnuYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T20:55:54.000+0000,False,False,005OH000005URvxYAG,2025-12-10T20:55:54.000+0000,005OH000005URvxYAG,2025-12-10T20:55:55.000+0000,005OH000005URvxYAG,2025-12-10T20:55:55.000+0000,(403)346-0095,(403) 396-2094,shirleychahley@solomonfinancial.ca,(403)346-0067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYyx5YAC,False,,24443448,003OH00000GoZZGYA3,0015o000008CyxxAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Charity,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
972JUXGNR8

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Charity,

Please find the attached file of the requested list of clients, plans and their current KYC status on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Kodie Dewar
Code: 20377

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to charity@dewarsorge.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-10T21:11:50.000+0000,False,False,005OH0000071DK9YAM,2025-12-10T21:11:50.000+0000,005OH0000071DK9YAM,2025-12-10T21:11:51.000+0000,005OH0000071DK9YAM,2025-12-10T21:11:51.000+0000,780-446-9411,780-446-9411,charity@dewarsorge.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYyx7YAC,False,,24445252,0030A000002v4BZQAY,0010A000003gY6fQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Amy,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
PTCSJP5ZGA

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Amy,

Please find the attached file of the requested list of clients, plans and their current KYC status on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: HUICONG GAO
Code: 21015

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to amy.gao@planiumwealth.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-10T21:45:16.000+0000,False,False,005OH0000071DK9YAM,2025-12-10T21:45:16.000+0000,005OH0000071DK9YAM,2025-12-10T21:45:16.000+0000,005OH0000071DK9YAM,2025-12-10T21:45:16.000+0000,(780)729-2683,(780) 729-2683,amy.gao@planiumwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYz1wYAC,False,,24446171,0030A0000029Y9fQAE,0010A000002vxfmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:06:30.000+0000,False,False,005OH000002iJPDYA2,2025-12-10T22:06:30.000+0000,005OH000002iJPDYA2,2025-12-10T22:06:31.000+0000,005OH000002iJPDYA2,2025-12-10T22:06:31.000+0000,(778)882-5213,(778) 882-5213,wisnet.financial@gmail.com,(604)303-7981,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hYzlBYAS,False,,24445552,0030A0000029c78QAA,0010A000002w0veQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to load a client account/policy through Workspace -INC1935180,Medium,"Confirm with the advisor if the policy/account in question was previously from GWL plans that was moved to CL
===============

Hi Randy,

Thank you for your help！ I am waiting for your updated results. 


Hi Li,

My apologies for the inconvenience. This case has been escalated for further review. We will provide you an update once this is worked on.

Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


Thank you for your reply. This policy has always been invested with Canada Life, and the client would like to obtain a statement. Recently, I haven’t been able to view her policy details. How should I resolve this issue?

Thank you for your help.

Thank you for contacting the workspace support about a client account that is not showing or loading in workspace.

Could you kindly confirm if the account /policy in question was previously from Great West Life that was moved to Canada Life?

Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com

 Hello

Good morning, I have a question regarding a client account. The client( Nan Wang) has four products with Canada Life, but only three of them are showing in the list. Another product is with the Canada Life B2B loan investment under account number 310023415, with the account holder being Nan Wang.The webpage indicates that the product details are unavailable. How can this issue be resolved?

Thanks",True,2025-12-10T21:51:24.000+0000,False,False,005OH000002iN7pYAE,2025-12-10T21:51:24.000+0000,005OH00000BFPZHYA5,2025-12-11T23:12:19.000+0000,005OH00000BFPZHYA5,2025-12-11T23:12:19.000+0000,(604)438-3699,,liwang@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ0IvYAK,False,,24442787,0030A0000029njwQAA,0010A000002wAYtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,IG Registration,Medium,"***DDS*** 12/10/25
Name: Marc Bissonnette
Phone:
Agent code: 01252
Reference: KB0017316

Hello Marc,

Thank you for contacting the Workspace support group, regarding policy 60165510T.

According to our records it looks like you have not yet registered your IG Workspace login.  
 
To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: December 9, 2025 10:51 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Bissonnette, Marc <Marc.Bissonnette@IG.ca>
Subject: RE: [EXT] RE: Change of Advisor on file

HI Team,

Can you please assist Marc with accessing policy 60165510T? It is coded to his NA code 1252 but cannot see it on WS.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Bissonnette, Marc <Marc.Bissonnette@IG.ca> 
Sent: December-09-25 09:48
To: Hazeu, Sarah <Sarah.Hazeu@canadalife.com>
Subject: RE: [EXT] RE: Change of Advisor on file

Hi Sarah, Does this mean that the policy is under my name…And all is OK. For I do not see it in my advisor portal. Marc Bissonnette Marc Bissonnette Pl. Fin. 6500 Trans-Canada Hwy, Suite 600, Pointe-Claire, QC H9R 0A5 Tel (514) 426-0886
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Sarah,
 
Does this mean that the policy is under my name…And all is OK.
For I do not see it in my advisor portal.
 
 
 
 
Marc Bissonnette
Marc Bissonnette
Pl. Fin.
 
6500 Trans-Canada Hwy, Suite 600, Pointe-Claire, QC H9R 0A5
Tel (514) 426-0886 - ext. 4398 | Fax (514) 426-0657 | | Toll Free 1-800-935-0886
CELLULAIRE: 514-290-0886 
Marc.bissonnette@ig.ca| investorsgroup.com
Investors Group Financial Services Inc.
Member of the Power Financial Corporation Group of Companies
 
 
AVIS DE CONFIDENTIALITÉ : 
Le présent message ainsi que tout fichier joint s'adressent exclusivement aux destinataires indiqués en rubrique et peuvent contenir des renseignements dont la teneur est confidentielle et protégée. Si vous n'êtes pas le destinataire de ce message ou si vous le recevez par erreur, veuillez en aviser immédiatement l'expéditeur et supprimer le message sans le copier, le conserver, l'acheminer ni en divulguer le contenu de quelque manière que ce soit.
CONFIDENTIALITY NOTICE: 
The contents of this communication, including any attachments, are intended for the addressees only and may contain confidential information which may also be privileged.  If you are not the intended recipient or received this communication by error, please notify the sender immediately and delete the message without copying, retaining, forwarding or otherwise distributing it.
 
 
 
 
From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: Tuesday, December 9, 2025 10:44 AM
To: Bissonnette, Marc <Marc.Bissonnette@IG.ca>
Subject: [EXT] RE: Change of Advisor on file
 
	You don't often get email from sarah.hazeu@canadalife.com. Learn why this is important 

HI Marc,
 
Thank you for your email. Please note the code you provided below is your GWL selling code with IG. The below noted policy is correctly coded to your National Account code with IG 1252. This is a CL branded policy and should be coded to your NA code
 
Thanks,  
 
Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Contracts & Compensation <Contracts&Compensation@canadalife.com> 
Sent: December-02-25 13:17
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: Change of Advisor on file
 
 
________________________________________
From: Bissonnette, Marc <Marc.Bissonnette@IG.ca>
Sent: Tuesday, December 2, 2025 7:15:46 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Subject: Change of Advisor on file
Hello, I have recently inquired about my client’s life insurance contract and was surprised to find out that I am not the advisor on file. Client: John Thomas Labrie DOB: December 26th, 1970 Policy Number: 60165510T My advisor number is
 
Hello,
 
I have recently inquired about my client’s life insurance contract and was surprised to find out that I am not the advisor on file.
Client: John Thomas Labrie
DOB: December 26th, 1970
Policy Number: 60165510T
 
My advisor number is 559670
 
I do not know why there is another representative attached to this file, but wish for this to be corrected.
 
Thank-you",True,2025-12-10T21:00:25.000+0000,False,False,005OH00000BGeeHYAT,2025-12-10T21:00:25.000+0000,005OH00000BGeeHYAT,2025-12-10T21:00:25.000+0000,005OH00000BGeeHYAT,2025-12-10T21:00:25.000+0000,(514)426-0886,514-290-0886,marc.bissonnette@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ0UJYA0,False,,24444210,0030A0000029nUBQAY,0010A000002wAL3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:25:12.000+0000,False,False,005OH000005URvxYAG,2025-12-10T21:25:12.000+0000,005OH000005URvxYAG,2025-12-10T21:25:12.000+0000,005OH000005URvxYAG,2025-12-10T21:25:12.000+0000,(780)464-3925,(780) 850-5507,dreaney@telusplanet.com,(780)464-3925,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ0fWYAS,False,,24443632,003OH00000M9BECYA3,001OH00000QuuSFYAZ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH0000064XtBYAU,2025-12-10T21:14:57.000+0000,005OH0000064XtBYAU,2025-12-10T21:14:57.000+0000,005OH0000064XtBYAU,2025-12-10T21:14:57.000+0000,(604)584-7007,,christhomaswatts@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ1N3YAK,False,,24443008,0030A0000029grQQAQ,0010A000002w4owQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:04:18.000+0000,False,False,0055o000001t1uPAAQ,2025-12-10T21:04:18.000+0000,0055o000001t1uPAAQ,2025-12-10T21:04:18.000+0000,0055o000001t1uPAAQ,2025-12-10T21:04:18.000+0000,(647)545-3383,please use hotmail,wujiaying04@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ1dBYAS,False,,24443063,003G0000018f6q3IAA,0010A000002wOrmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:05:07.000+0000,False,False,0055o000001t1uPAAQ,2025-12-10T21:05:07.000+0000,0055o000001t1uPAAQ,2025-12-10T21:05:08.000+0000,0055o000001t1uPAAQ,2025-12-10T21:05:08.000+0000,(416)575-6728,(416) 575-6728,weixing.jing@fortunewellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ1yAYAS,False,,24443567,0030A000008rpcTQAQ,0010A000009mjYWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:13:51.000+0000,False,False,005OH000005URvxYAG,2025-12-10T21:13:51.000+0000,005OH000005URvxYAG,2025-12-10T21:13:51.000+0000,005OH000005URvxYAG,2025-12-10T21:13:51.000+0000,(780)695-6427,,gogar@moneypoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ237YAC,False,,24446453,0035o000004VrztAAC,0015o0000054s9iAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"***DDS Dec.10/2025***
User was getting the ERR W1283 code when accessing Workspace. Authenticated user and and followed KB0017399. Unlocked account and sent the reset password link to the user.  User was able to log in/log out and log back in successfully with no issues.

REF KB: KB0017399

*****Email*****
Hello Aquiles,

Thank you for contacting the Workspace Support team, it was a pleasure speaking to you today regarding your Workspace access issue.

Just to recap, you were receiving the ERR W1283 code when trying to access your Workspace account.
I was able to unlock your account and send you the reset password link to your email.
You were then able to reset your password and log in/log out and log back in successfully.
if you have any other questions, or if the issue persists - please don’t hesitate to reach out to us and we will be happy to assist you!

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T22:44:09.000+0000,False,False,005OH00000BFQFBYA5,2025-12-10T22:14:16.000+0000,005OH00000BFQFBYA5,2025-12-10T22:44:09.000+0000,005OH00000BFQFBYA5,2025-12-10T22:44:09.000+0000,(604)549-2487,(778) 860-6549,aquiles.rosales@prospera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ2SpYAK,False,,24444839,0030A0000029nbaQAA,0010A000002wARfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:37:04.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T21:37:04.000+0000,005OH000004Ir1xYAC,2025-12-10T21:37:05.000+0000,005OH000004Ir1xYAC,2025-12-10T21:37:05.000+0000,(403)614-1409,,davek@askf.ca,(888)586-5283,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ3DbYAK,False,,24443866,0030A000004r2qcQAA,0010A000005cmgsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:18:54.000+0000,False,False,0055o000001h4cFAAQ,2025-12-10T21:18:54.000+0000,0055o000001h4cFAAQ,2025-12-10T21:18:55.000+0000,0055o000001h4cFAAQ,2025-12-10T21:18:55.000+0000,(204)573-9596,,jameshellis@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ3K2YAK,False,,24443570,003OH00000DYVd1YAH,001OH00000HB2ERYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"****DDS****12/10/25 

User wanted more information on disability insurance and policies that are non terminable in Illustrations
Provided links for more info on illustrations and referred user to their RSA (KB0021631)
 
============================================================================================= 
 
****Email Chain****

Bonjour Logan,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant les illustrations.

Comme discuté lors de notre appel, veuillez consulter ce lien pour des conseils utiles sur les illustrations : Illustrations de la Canada Vie - AGD/CN.
Vous pouvez aussi contacter votre Associé Régionale des Ventes par courriel : Melissa.Gbago@canadavie.com pour plus d’assistance. 

S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T21:21:37.000+0000,False,False,005OH0000097FtCYAU,2025-12-10T21:13:52.000+0000,005OH0000097FtCYAU,2025-12-10T21:27:57.000+0000,005OH0000097FtCYAU,2025-12-10T21:27:57.000+0000,(819)797-1364,,logan.guimond@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ3aBYAS,False,,24443676,003OH00000SdcJzYAJ,001OH00000YrXf8YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor needs to register for workspace.
**********
Hi Len , thank you for contacting the workspace support today.

To recap our call, I assisted you with registering for your User ID for your MGA workspace account, once it been 2 business days you will be able to complete the registration to your account.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T21:24:57.000+0000,False,False,005OH00000BFQFCYA5,2025-12-10T21:15:39.000+0000,005OH00000BFQFCYA5,2025-12-10T21:45:59.000+0000,005OH00000BFQFCYA5,2025-12-10T21:45:59.000+0000,(705)297-5379,,len@lendfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ43DYAS,False,,24445294,003OH00000FH2b5YAD,001OH00000J4zYQYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect,Medium,"Advisor is having issues with illustration and simple protect application.
*************
Hi Shelia , thank you for contacting the workspace support today.

To recap our call, you were having an issue with an application not reflecting the illustration. This is something your regional sales associate can assist you with, their name is Wanda Leinweber Wanda.Leinweber@canadalife.com

If you are having any issues, please let me know in your response.


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T21:51:41.000+0000,False,False,005OH00000BFQFCYA5,2025-12-10T21:46:08.000+0000,005OH00000BFQFCYA5,2025-12-10T22:09:37.000+0000,005OH00000BFQFCYA5,2025-12-10T22:09:37.000+0000,(639)471-1988,,shielamitchell4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ4mOYAS,False,,24444320,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:27:09.000+0000,False,False,005OH000005URvxYAG,2025-12-10T21:27:09.000+0000,005OH000005URvxYAG,2025-12-10T21:27:10.000+0000,005OH000005URvxYAG,2025-12-10T21:27:10.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ5LrYAK,False,,24445069,0035o000003E9ZXAA0,0015o000003sFRLAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:41:55.000+0000,False,False,005OH000006owoYYAQ,2025-12-10T21:41:55.000+0000,005OH000006owoYYAQ,2025-12-10T21:41:56.000+0000,005OH000006owoYYAQ,2025-12-10T21:41:56.000+0000,(306)842-4628,,lee.tochor@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ5gnYAC,False,,24443821,0030A000002ElhYQAS,0010A0000031JYkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-10
Hello Nathan,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre. Please find attached the generated report(s), a separate password email will follow. 
 
As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds.  
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Nathan

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
I10QJ5X9

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T21:18:10.000+0000,False,False,005OH00000AX0rVYAT,2025-12-10T21:18:10.000+0000,005OH00000AX0rVYAT,2025-12-10T21:18:25.000+0000,005OH00000AX0rVYAT,2025-12-10T21:18:25.000+0000,(780)459-5353,(780) 459-5353,nathan@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ5k8YAC,False,,24447005,0030A000006n26wQAA,0010A000007cCAPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:30:51.000+0000,False,False,005OH00000BfjndYAB,2025-12-10T22:30:51.000+0000,005OH00000BfjndYAB,2025-12-10T22:30:52.000+0000,005OH00000BfjndYAB,2025-12-10T22:30:52.000+0000,(604)482-2412,,barry.trischuk@td.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ6jLYAS,False,,24445206,003OH00000M97CJYAZ,001OH00000QuwUKYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration - Primerica,Medium,"****DDS****12/10/25 

User is unable to complete the registration process 
As per the new process for authentication, user was advised to call us to assist with the registration process

============================================================================================= 
 
****Email Chain****

Bonjour Sri,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant l’inscription sur Espace Affaires.
 
 Pour vous aider, nous devons communiquer avec vous directement par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: SRI ANDRE <ANDRE.SRI@PRIMERICA.COM> 
Sent: December 9, 2025 7:04 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: SRI ANDRE <andre.sri@primerica.com>
Subject: [EXT] Difficulté à s'inscrire : Espace Affaires

Bonjour, J'espère que vous allez bien. Pourriez-vous m'aider s'il vous plait? J'ai la difficulté à m'inscrire à l'Espace Affaires. Ci-joint le document qui monte le message reçu avant de finaliser l'inscription. Au plaisir de faire le suivi
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

J'espère que vous allez bien.

Pourriez-vous m'aider s'il vous plait? J'ai la difficulté à m'inscrire à l'Espace Affaires.
Ci-joint le document qui monte le message reçu avant de finaliser l'inscription.

Au plaisir de faire le suivi avec vous.

Sri André

Conseillère en sécurité financière
Représentante en épargne collective

Services Financiers Primerica
Placements PFSL du Canada Ltée

455 boul. St-Joseph, suite 110
Drummondville, Québec
J2C 7B5

1-819-445-2962 Tél. bureau 
1-819-474-8187 Fax. bureau
1-450-808-5459 Cellulaire

andre.sri@primerica.com
www.primerica.com
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-10T21:46:53.000+0000,False,False,005OH0000097FtCYAU,2025-12-10T21:44:27.000+0000,005OH0000097FtCYAU,2025-12-10T21:50:21.000+0000,005OH0000097FtCYAU,2025-12-10T21:50:21.000+0000,(450)808-5459,,andre.sri@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ6ufYAC,False,,24448268,003G0000018f6xIIAQ,0010A000002wOzwQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application issue,Medium,"***DDS Dec.10/2025***
User said she was having an issue with new life application but she was able to resolve the issue right away before we took any troubleshooting steps together.

****Email****
Hello Nicole,

Thanks for contacting the Workspace Support team regarding your new Life application.

During our call, you were able to resolve the issue you were facing without any troubleshooting on our end.
If you have any other questions, or if the issue persists - please don’t hesitate to reach out to us and we will be happy to assist you!

Have a great night!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T23:27:42.000+0000,False,False,005OH00000BFQFBYA5,2025-12-10T23:16:24.000+0000,005OH00000BFQFBYA5,2025-12-10T23:28:13.000+0000,005OH00000BFQFBYA5,2025-12-10T23:28:13.000+0000,(604)438-1232,(604) 862-2788,nicole@nzwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ8d4YAC,False,,24444310,0030A0000029guSQAQ,0010A000002w4rZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:27:02.000+0000,False,False,005OH0000084GETYA2,2025-12-10T21:27:02.000+0000,005OH0000084GETYA2,2025-12-10T21:27:03.000+0000,005OH0000084GETYA2,2025-12-10T21:27:03.000+0000,(905)513-9139,4164028666,hskfong888@yahoo.com,(905)294-7281,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ8hwYAC,False,,24444760,0030A0000029napQAA,0010A000002wAR4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:35:41.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T21:35:41.000+0000,005OH000004Ir1xYAC,2025-12-10T21:35:41.000+0000,005OH000004Ir1xYAC,2025-12-10T21:35:41.000+0000,(780)908-9246,,singhaman01@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ9EAYA0,False,,24444739,0030A00000B37KVQAZ,0010A00000BdPqGQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:35:10.000+0000,False,False,005G0000002gxxjIAA,2025-12-10T21:35:10.000+0000,005G0000002gxxjIAA,2025-12-10T21:35:11.000+0000,005G0000002gxxjIAA,2025-12-10T21:35:11.000+0000,(514)992-7913,,ab.elmoutaouakil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZ9RBYA0,False,,24446996,0030A0000029bQCQAY,0010A000002w0N6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"NB web app, requested pw reset",Medium,"*12/10*
----------------
Lia
George
90217
GEORGE LAI
trying to access new business but it's asking for a password reset 

i have an having issue logging into the New Business portion
reset repnet password in ISAM and emailed to the user 
now NB questionaire is whited out and they cannot proceed with it, there is a slightly opaque white overlay that prevents the user from being able to continue with the questionaire. 
checked to see if browser was up to date 
ccleared cache and cookies

*email*
----------------",True,2025-12-11T23:21:59.000+0000,False,False,005OH000008919xYAA,2025-12-10T22:30:40.000+0000,005OH000008919xYAA,2025-12-11T23:21:59.000+0000,005OH000008919xYAA,2025-12-11T23:21:59.000+0000,(905)881-4567,(416) 543-0488,georgelai78@gmail.com,(905)881-8848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZA2DYAW,False,,24446377,0030A00000BcpiAQAR,0010A00000CCwH2QAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:12:15.000+0000,False,False,005OH000002iJPDYA2,2025-12-10T22:12:15.000+0000,005OH000002iJPDYA2,2025-12-10T22:12:15.000+0000,005OH000002iJPDYA2,2025-12-10T22:12:15.000+0000,(778)683-0814,,zoeyzhou@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZBZJYA4,False,,24444920,0030A0000029XVJQA2,0010A000002vx4AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DocuSign Issues with Authenticator,Medium,"NAME: ANNETTE MRVA 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 96113
PHONE: 
EMAIL: annette@mrvafinancial.com 
 
ISSUE: 
User is trying to update the phone number on their file. They are trying to submit an application but they’re not getting the text since the phone number on file does not receive textts
 
FINDINGS:
They cannot update this through workspace. They would need to contact contracts and compensation to update the phone number across all systems.
Found out that this advisor’s request is directly related to docusign and not Workspace. They were putting a number that doesn’t work on the docusign page.
 
TROUBLESHOOTING/RESOLUTION:
called assist
Advised user to contact contracts&compensation@canadalife.com to update number on file.
Advised user to contact docusign directly and provided contact information.
 
EMAIL:
 
--------------------------------------***DDS 12/10/2025***--------------------------
Hello Annette,
Thank you for contacting workspace support about updating the phone number on file for your application to go through.
As mentioned on the call, please contact contracts&compensation@canadalife.com for the update to be made for you. If it is an issue with the Docusign site itself, please contact Docusign directly:
Phone: 1-800-379-9973 
Online Chat/ Help: https://support.docusign.com/ 
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-10T22:04:14.000+0000,False,False,005OH00000BGf2TYAT,2025-12-10T21:38:32.000+0000,005OH00000BGf2TYAT,2025-12-10T22:04:14.000+0000,005OH00000BGf2TYAT,2025-12-10T22:04:14.000+0000,(604)689-8289X230,6046315932,annette@mrvafinancial.com,(604)689-2801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZCyVYAW,False,,24448053,003OH00000TawfyYAB,001OH00000a2wOPYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration - Primerica,Medium,"****DDS****12/10/25 

User called us back for assistance with registration (Case 24428199)
Authenticated user as per KB0023476 and followed the registration steps according to the KBA
User completed registration, setup browser MFA and signed into WS successfully
 
============================================================================================= 
 
****Email Chain****

Bonjour Claude,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant l’inscription sur la plateforme.

Lors de notre appel, nous avons utilisé LogMeIn pour vous assister à compléter l’inscription. Vous avez aussi lié votre compte Espace Affaires à l’authentificateur sur votre navigateur Edge et vous avez accédé votre compte avec succès.

Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T23:17:53.000+0000,False,False,005OH0000097FtCYAU,2025-12-10T23:07:01.000+0000,005OH0000097FtCYAU,2025-12-11T00:17:36.000+0000,005OH0000097FtCYAU,2025-12-11T00:17:36.000+0000,(438)722-7750,,caka@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZD1dYAG,False,,24445179,0030A0000029ndCQAQ,0010A000002wATHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T21:44:07.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T21:44:07.000+0000,005OH000004Ir1xYAC,2025-12-10T21:44:07.000+0000,005OH000004Ir1xYAC,2025-12-10T21:44:07.000+0000,(403)270-4272,,gary@moneysynergy.ca,(403)313-9228,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZDJRYA4,False,,24446541,0035o00000670j4AAA,0015o000006fSQyAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:16:48.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T22:16:48.000+0000,005OH000004Ir1xYAC,2025-12-10T22:16:48.000+0000,005OH000004Ir1xYAC,2025-12-10T22:16:48.000+0000,(403)894-7258,,insurement.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZDL4YAO,False,,24445974,003OH00000M96MuYAJ,001OH00000QurcRYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/10/25 

Authenticated user as per KB0023539 - assisted user to complete registration and added MFA to their account
User was able to sign in, out and back into WS successfully
============================================================================================= 
 
****Email Chain****

Bonjour Martine,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant l’inscription.

Lors de notre appel, nous avons utilisé LogMeIn pour vous assister à compléter l’inscription. Vous avez aussi lié votre compte Espace Affaires à l’authentificateur Microsoft sur et vous avez accédé votre compte avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T22:16:32.000+0000,False,False,005OH0000097FtCYAU,2025-12-10T22:01:14.000+0000,005OH0000097FtCYAU,2025-12-10T22:32:59.000+0000,005OH0000097FtCYAU,2025-12-10T22:32:59.000+0000,(514)834-9381,,martine.mazabraud@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZFt6YAG,False,,24447448,0030A0000029nPFQAY,0010A000002wAHAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:44:56.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T22:44:56.000+0000,005OH000004Ir1xYAC,2025-12-10T22:44:56.000+0000,005OH000004Ir1xYAC,2025-12-10T22:44:56.000+0000,(403)290-1225,,jsnider@dolardoc.com,(403)265-4384,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZHWoYAO,False,,24447164,0030A0000029neOQAQ,0010A000002wAUOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:35:19.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T22:35:19.000+0000,005OH000004Ir1xYAC,2025-12-10T22:35:20.000+0000,005OH000004Ir1xYAC,2025-12-10T22:35:20.000+0000,(403)862-8036,,noordin.visram@gmail.com,(403)280-9042,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZHtGYAW,False,,24447387,0030A0000029hk0QAA,0010A000002w5ZgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:42:48.000+0000,False,False,005OH000002iJPDYA2,2025-12-10T22:42:48.000+0000,005OH000002iJPDYA2,2025-12-10T22:42:48.000+0000,005OH000002iJPDYA2,2025-12-10T22:42:48.000+0000,(604)438-3699,(778) 706-1121,karenliao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZIe1YAG,False,,24446197,003OH00000KAUEGYA5,001OH00000OdN3pYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:07:33.000+0000,False,False,005OH000002iJPDYA2,2025-12-10T22:07:33.000+0000,005OH000002iJPDYA2,2025-12-10T22:07:33.000+0000,005OH000002iJPDYA2,2025-12-10T22:07:33.000+0000,(604)889-7218,,carrie_tam@yahoo.com,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZJv3YAG,False,,24446407,0030A0000029ndpQAA,0010A000002wATpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:13:08.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T22:13:08.000+0000,005OH000004Ir1xYAC,2025-12-10T22:13:09.000+0000,005OH000004Ir1xYAC,2025-12-10T22:13:09.000+0000,(587)743-1471,,ccross@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZKPhYAO,False,,24446499,003G0000018f782IAA,0010A000002wPBLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"KB0018402  - Assisted the advisor in creating her user id for GMA access
======================

Hi Jenn,

Thank you for contacting the workspace support about registering to workspace.

We can confirm that we have created your user id to register to workspace unfortunately we need to give it sometime for the user id to reflect into our system. Please give it 48 to 72 hours before you proceed in registering to workspace.

We do appreciate your understanding and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

 The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-10T22:36:53.000+0000,False,False,005OH00000BFPZHYA5,2025-12-10T22:15:33.000+0000,005OH00000BFPZHYA5,2025-12-10T23:21:28.000+0000,005OH00000BFPZHYA5,2025-12-10T23:21:28.000+0000,(519)518-2025,(519) 636-8823,jenn@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZLbvYAG,False,,24446874,0030A00000A7qNfQAJ,0010A00000AgjvSQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:26:26.000+0000,False,False,005OH00000BfjndYAB,2025-12-10T22:26:26.000+0000,005OH00000BfjndYAB,2025-12-10T22:26:27.000+0000,005OH00000BfjndYAB,2025-12-10T22:26:27.000+0000,(604)795-5566,,crystal.parkinson@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZM09YAG,False,,24447395,0030A0000029nQAQAY,0010A000002wAHqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:43:14.000+0000,False,False,005OH000004Ir1xYAC,2025-12-10T22:43:14.000+0000,005OH000004Ir1xYAC,2025-12-10T22:43:14.000+0000,005OH000004Ir1xYAC,2025-12-10T22:43:14.000+0000,(403)703-4312,,ctseguin@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZOTKYA4,False,,24447545,0030A0000029pvvQAA,0010A000002wCHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T22:48:09.000+0000,False,False,005OH00000BfjndYAB,2025-12-10T22:48:09.000+0000,005OH00000BfjndYAB,2025-12-10T22:48:09.000+0000,005OH00000BfjndYAB,2025-12-10T22:48:09.000+0000,(250)960-2233,(250) 613-0450,naginasbanger@gmail.com,(250)562-4649,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZPduYAG,False,,24447559,0030A0000029Wn8QAE,0010A000002vwSoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workdpace Access,Medium,"KB0017399 - Assisted the advisor in resetting his access successfully
==================
Hi Jerry,

Thank you for contacting the workspace support about an issue accessing your workspace.

We have identified that your access was locked, and we have successfully reset it. You were able to update your password and sign in however we are stuck at the multi-factor authenticator/MFA. We are about to download the app and assist you in setting it up but you are in a hurry and will just call us back tomorrow.

We do appreciate your time and patience in going through the process. Please call us back tomorrow to assist you in setting up your MFA at your most convenient time. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-10T23:05:59.000+0000,False,False,005OH00000BFPZHYA5,2025-12-10T22:48:33.000+0000,005OH00000BFPZHYA5,2025-12-10T23:29:59.000+0000,005OH00000BFPZHYA5,2025-12-10T23:29:59.000+0000,(604)984-4515,(604) 726-9020,jgan@telus.net,(604)904-6609,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZSboYAG,False,,24448066,0035o000004POorAAG,0015o000004yXxbAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace err w1285,Medium,"*12/10*
----------------
ZHONGYI DENG
i cannot log into workspace, shows error code w1285
Chong Deng
d8382
KB0020563  
locked ISAM acount 

*email*
----------------
Good afternoon Zhongyi, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

When you logged into Workspace you received ERR w1285. This was due to your old associated Repnet account becoming locked out. We were able to reset your password and assist you with changing it to a permanent password, you were able to log into Workspace successfully and into the app again. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-10T23:46:01.000+0000,False,False,005OH000008919xYAA,2025-12-10T23:07:32.000+0000,005OH000008919xYAA,2025-12-10T23:46:01.000+0000,005OH000008919xYAA,2025-12-10T23:46:01.000+0000,(437)988-3608,,joydeng@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZVeUYAW,False,,24448332,003OH00000M98gSYAR,001OH00000QuxnAYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User is unable to complete registration to Workspace,Medium,"user who we couldn't finish the full process because MFA failed due to PC time being out of sync. I had no admin power to solve it and the user seemed to have zero clue who to turn to on Primerica side to assist with their PC issue. Not sure if we have info on if Primerica provides their PC or not, but I'm leaning towards no and that every user is a BYOD user since I've seen several variations. 

Unfortunately unable to complete registration until they fix PC time issue or get a new device/computer

***EMAILS
Hello Jocelyn,

Thank you for contacting Workspace Support regarding your issue with completing your registration to Workspace.

As discussed on our call, you unfortunately have an issue with your PC that the time clock on it is out of sync by over an hour. This is causing an issue with completing the registration process since we’re unable to get the MFA installation completed. We tried to fix it with a remote session but unfortunately we have no admin access to make any changes to the time on your computer. You will need to get this resolved on your end or change computer in order for us to assist in completing your registration. Once you do, please give us a call and we’ll be happy to assist. 

If you have a moment, we would greatly appreciate if you could please take a few seconds and fill out our survey. It is very short and provides us much needed feedback for the platform.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.
Jonathan V
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
   

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T00:17:57.000+0000,False,False,005OH000001yNnZYAU,2025-12-10T23:18:33.000+0000,005OH000001yNnZYAU,2025-12-11T00:17:57.000+0000,005OH000001yNnZYAU,2025-12-11T00:17:57.000+0000,(778)834-5460,,jchua.7bxax@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnZYAU,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZYfaYAG,False,,24448287,0030A0000029poCQAQ,0010A000002wCAqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-10T23:17:03.000+0000,False,False,005OH00000BfjndYAB,2025-12-10T23:17:03.000+0000,005OH00000BfjndYAB,2025-12-10T23:17:03.000+0000,005OH00000BfjndYAB,2025-12-10T23:17:03.000+0000,(888)517-7748,(778) 870-2194,adam.gable@coastcapitalsavings.com,(604)517-7810,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZcyUYAS,False,,24449923,0030A0000029WCsQAM,0010A000002vw0qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T01:13:35.000+0000,False,False,005OH000002iJPDYA2,2025-12-11T01:13:35.000+0000,005OH000002iJPDYA2,2025-12-11T01:13:35.000+0000,005OH000002iJPDYA2,2025-12-11T01:13:35.000+0000,(778)829-2712,,angel@bestcarefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZerSYAS,False,,24449318,003OH00000M974AYAR,001OH00000Qusn6YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login - authentication issue,Medium,"*12/10*
----------------

DOMENICO BONO
Lmjl1
p7494

i made a mistake, i used my iphone to generate the code.
removed the authenticator 
unlocked the users account
walkd through the log in process 
walked through activating 
ERR W2302 - was using the wrong code
registration complete. 


*email*
----------------
Good afternoon Domenico, 

Thank you for contacting the Workspace Support Team with your registration and MFA issue. 

You made an error during registration and were requesting some support so you can log into Workspace. We unlocked your account and removed the old MFA from your account, then we walked you through logging in, completing MFA setup and activation. You were able to log into Workspace successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T00:39:06.000+0000,False,False,005OH000008919xYAA,2025-12-11T00:16:10.000+0000,005OH000008919xYAA,2025-12-11T00:39:07.000+0000,005OH000008919xYAA,2025-12-11T00:39:07.000+0000,(647)406-6408,,domenicbono@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZnujYAC,False,,24449218,0030A0000029ocBQAQ,0010A000002wBEJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"***DDS Dec.10/2025***
User wanted to register for her MGA Workspace account but needed the Activation Code. Sent a follow up email and included Distribution methodology and requested their assistance in providing the user with their Activation code.

*****Email*****

Hello Vicky,

Thanks for contacting the Workspace Support team regarding Registering for your MGA Workspace account.

As discussed, you will need the Activation Code in order to proceed with the registration.
@Distribution Methodology Can you please provide the user with the registration email that includes their Activation Code. 

If you have any additional questions or require further support, please do not hesitate to reach out to us.
 
Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T00:25:11.000+0000,False,False,005OH00000BFQFBYA5,2025-12-11T00:08:43.000+0000,005OH00000BFQFBYA5,2025-12-11T00:25:22.000+0000,005OH00000BFQFBYA5,2025-12-11T00:25:22.000+0000,(604)438-3699,,vickyhuang@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000hZpoTYAS,False,,24449423,0030A0000029ZJBQA2,0010A000002vycPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnected/reconnected Authenticator,Medium,"***DDS Dec.10/2025***
User wanted to reset the Authenticator connected to his Workspace account. Authenticated user and did a logmein session. Disconnected/reconnected the Google Authenticator for the user and he was able to successfully access his Workspace account.

*****Email*****
Hello Thomas,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding your Authenticator issues.
 
We’re happy we were able to assist you in disconnecting and reconnecting your Google Authenticator.
As a reminder, whenever you log in to your Workspace account, please open the Google Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T00:41:39.000+0000,False,False,005OH00000BFQFBYA5,2025-12-11T00:25:40.000+0000,005OH00000BFQFBYA5,2025-12-11T00:41:39.000+0000,005OH00000BFQFBYA5,2025-12-11T00:41:39.000+0000,(604)647-0865,,tom@lumbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,113.0
500OH00000haPf4YAE,False,,24452462,003G0000018f6VgIAI,0010A000002wOSNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T14:17:46.000+0000,False,False,0050A000000WjqvQAC,2025-12-11T14:17:46.000+0000,0050A000000WjqvQAC,2025-12-11T14:17:46.000+0000,0050A000000WjqvQAC,2025-12-11T14:17:46.000+0000,(613)475-5109,(613) 847-1313,garys@lighthousewealth.ca,(613)475-1581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hadZLYAY,False,,24455314,0030A0000029krOQAQ,0010A000002w86YQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign onto workspace.
***************
Hi   David     , thank you for contacting the workspace support today.

To recap our call, I assisted you with logging into your workspace account , to have your assistance set up with their own workspace account; I will provide a Third-party access form in this email, and you will have to fill it out and email it to the email within the form.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T15:26:43.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T15:19:44.000+0000,005OH00000BFQFCYA5,2025-12-11T15:30:01.000+0000,005OH00000BFQFCYA5,2025-12-11T15:30:01.000+0000,(416)639-8863,,david.ho@torceinsurance.com,(905)305-6108,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hao49YAA,False,,24454090,0030A0000029lvLQAQ,0010A000002w8yCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DFSA Application,Medium,"Advisor put their email incorrectly on their application and needed assistance to correct the error.
**********
Hi Nathan, thank you for contacting the workspace support today.

To recap our call, there was an error with your email in an application you already sent to your client for signature. We did a remote session, and we were able just to go back into the application to make the update. Your client will have to sign once more to receive confirmation.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T15:00:25.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T14:55:26.000+0000,005OH00000BFQFCYA5,2025-12-11T15:10:38.000+0000,005OH00000BFQFCYA5,2025-12-11T15:10:38.000+0000,(416)640-8969,,nathan@natelmanagement.com,(866)675-9592,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000haofHYAQ,False,,24452421,003G0000018f7JjIAI,0010A000002wPOzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Misdirect User,Medium,"user called on the service desk number for outlook technical issue but got Workspace line instead,redirect user to service desk 1 800 459 5141.",True,2025-12-11T14:27:55.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-11T14:16:39.000+0000,005OH00000AZ3ZxYAL,2025-12-11T14:27:55.000+0000,005OH00000AZ3ZxYAL,2025-12-11T14:27:55.000+0000,(514)984-5870,(514) 984-5870,alainpierrecharles@apcplanfin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hawZOYAY,False,,24451538,003OH00000UczIyYAJ,001OH00000bMJWfYAO,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica Registration Error,Medium,"NAME: IVICA JUKICA
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 
PHONE: NA
EMAIL: IJUKICA@PRIMERICA.COM
 
ISSUE: 
User keeps getting error code ERR-W2302 when they try to register for their workspace account (primerica/CIAM)
 
FINDINGS:
KB0023468- This error code is as a result of user using the wrong activation code when going through the activation steps of registration.
 
TROUBLESHOOTING/RESOLUTION:
 Sent user an email to confirm the activation code they are using so that we can verify what activation code they are using.
 
EMAIL:
 
--------------------------------------***DDS 12/11/2025***--------------------------
Hello Ivica,
Thank you for contacting Workspace Support about registering for your Workspace account. 
This error code is resulting from an issue with the activation code you are using. Please advise what activation code you are using during this step of registration your registration so that we can further investigate this issue for you.
Thank you.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: IVICA JUKICA <IJUKICA@PRIMERICA.COM> 
Sent: December 9, 2025 8:51 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Registration
Hope this email finds you well I got an error message a few times when registering. I am pretty certain I followed all the instructions Error: ERR-W2302 IVICA JUKICA “ᗩᒪᗯᗩYS GOIᑎG above & beyond” PRIMERICA Financial Services Suite 16 700–6733
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
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Hope this email finds you well
I got an error message a few times when registering. I am pretty certain I followed all the instructions
Error: ERR-W2302
IVICA JUKICA“ᗩᒪᗯᗩYS GOIᑎG above & beyond”
PRIMERICA Financial ServicesSuite 16Direct: 905.580.3331Office: 905.858.8850
TAP HERE FOR ALL ABOUT US 
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-11T13:45:54.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T13:45:54.000+0000,005OH00000BGf2TYAT,2025-12-11T13:53:00.000+0000,005OH00000BGf2TYAT,2025-12-11T13:53:00.000+0000,(905)580-3331,,ijukica@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hawcfYAA,False,,24451322,0035o000004VrztAAC,0015o0000054s9iAAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Access Issues,Medium,"NAME: AQUILES ROSALES 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: D8556 
PHONE: NA
EMAIL: Aquiles.Rosales@prospera.ca
 
ISSUE: 
User needs help with accessing their workspace account.
User is complaining about not being able to be assisted because they could not pass authentication when they called previously.
*they could not pass the ‘last log in’ authentication question.
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
We got a notice that there has been modifications made to our authentication process which means that we can further assist now.  
*’last log in’ question request was modified.
However, I checked SF and see that they have been successful in logging into their account so they might have has the issue resolved.
 
TROUBLESHOOTING/RESOLUTION:
Emailed user to advise that we can help them again if they want to set up a call if they still need help since I see they now have workspace access. 
 
EMAIL:
 
--------------------------------------***DDS DEC/12/2025***--------------------------
Hello Aquilles,
Thank you for getting back to us and expressing your concern about the services you received when you called previously. I am happy to answer some of your questions and escalate any of your concerns/complaints.
To clarify, at the time you called, that authentication question ‘the last time you logged in’ was one that we were required to ask advisors for security reasons. We had recently updated are security questions due to previous bad actors we had calling in to try and access confidential information of our advisors. This was by no means an individual decision, but a policy put in place for our entire department.
However, we have since updated the process (a couple of days ago) due to concerns from some advisors so that if an advisor does not pass that specific question, we are allowed to ask them other questions to provide them service. I can confirm that that question is no longer a ‘hard stop’ question in our authentication process. 
I do apologise for all inconveniences caused by not being able to get help from us when you called in. We always strive to provide a seamless and stress-free service, and we do take it seriously when we do not meet that expectation. Your feedback is always welcome, so we have taken the steps to make sure that this does not happen again in the future. 
I hope I was able to provide some clarification
We do look forward to hearing from you again in the future.
If you have any more questions, please let me know.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Aquiles Rosales <Aquiles.Rosales@prospera.ca> 
Sent: December 11, 2025 7:52 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Workspace Access Issues - 24451322 
Dear Precious, Thank you for following up with me on this matter. While I was able to log in today, this does not fully resolve my concern. I would like to make a formal complaint regarding the agent who subjected me to this hardship. Additionally,
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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Dear Precious,
Thank you for following up with me on this matter. While I was able to log in today, this does not fully resolve my concern.
I would like to make a formal complaint regarding the agent who subjected me to this hardship. Additionally, I need clarification on the policy that required me to provide the previous login time as a security question. Please confirm whether this is part of your official policies and procedures or an individual decision.
If this is a policy requirement, I need assurance that this question will not be asked again before I continue doing business with Canada Life. If this was an individual issue, I need confirmation that I and my advisor colleagues will not be subjected to the behaviors of this individual again.
Your prompt attention to this matter is strongly required. If I do not receive an acceptable response along with a written apology for the inconvenience caused—including the impact on my time, my dealer’s time, and my clients’ time, as well as the damage to my reputation as an advisor—I will take this very seriously.
Should this issue remain unresolved, I will not only cease doing business with Canada Life but will also actively discourage my colleagues and clients from engaging with your company in the future.
Thank you for your consideration. I look forward to your timely response.
Sincerely, 	Aquiles Rosales CFP, PFP, RIS, (Hons)BA
Investment Advisor I Wealth Planning - Agassiz
Credential Securities I Prospera Insurance Agencies LTD.
	 	 
	Telephone: 778 860 6549
 
prospera.ca | Certified Great Place to Work®
 	Proud to be certified a great place to work!
 	 	 
 	To book an appointment please click on the link below: https://prospera.coconutcalendar.com/s/MW7VlMNq
 
We’ve got a new look and a new promise, learn more at localbankingmeansmore.ca.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Prospera Insurance Agencies Ltd. provides life, disability, and critical illness insurance, annuities, and full business solutions such as group benefit plans, succession planning, and business owner insurance.

--------------------------------------***DDS 12/11/2025***--------------------------
Hello Aquiles,
It was brought to my attention that you are having trouble accessing your workspace account and you could not get assistance when you initially called in due to our authentication process. I am sorry you are having trouble with resolving this issue. 
However, our system now shows that you were able to log into your account yesterday meaning the issue is now resolved. If this is not the case and you still need assistance, please confirm the best time and phone number that we can reach you at and resolve this for you.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Islam, Bulla <bulla.islam@canadalife.com> 
Sent: December 9, 2025 6:51 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Gornenski, Andrei <Andrei.Gornenski@canadalife.com>; Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>; Lane, Chris <Chris.Lane@canadalife.com>; Aquiles Rosales <Aquiles.Rosales@prospera.ca>; Sra, Arjun <Arjun.Sra2@canadalife.com>
Subject: Aquiles Rosales - WorkSpace Issues
Hi Team,
Reaching out on behalf of one of our advisors.
Please review the case below and kindly get back to the advisor at your earliest convenience. It’s of utmost importance that we provide our advisors with the solutions they need to conduct business in our regions.
Don’t hesitate to reach out to me or anyone on our team if you need 
additional verifications.
Best
Bulla
Bulla Islam
Business Development Manager | Investments
Business Line: 778-217-1444
E-mail: bulla.islam@canadalife.com 
LinkedIn: Bulla Islam
Chris Lane, CIM
Director of Business Development | Investments
Business Line: 778-384-0192
E-mail: chris.lane@canadalife.com 
Arjun Sra
Business Development Associate | Investments
Business Line: 778-726-2083
E-mail: arjun.sra2@canadalife.com 
From: Aquiles Rosales <Aquiles.Rosales@prospera.ca> 
Sent: December 9, 2025 3:44 PM
To: Islam, Bulla <bulla.islam@canadalife.com>
Cc: Gornenski, Andrei <Andrei.Gornenski@canadalife.com>; Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>
Subject: [EXT] Re: Bulla - Canada Life Wealth
Hi Bulla, I’m reaching out because I’ve encountered an issue with resetting my ID. The agent asked me for the last time I logged in, which is difficult to provide as I work with multiple insurance companies daily. I gave both my rep code and
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Hi Bulla,
I’m reaching out because I’ve encountered an issue with resetting my ID. The agent asked me for the last time I logged in, which is difficult to provide as I work with multiple insurance companies daily. I gave both my rep code and my Canada Life advisor code, but was told that was insufficient.
The agent then advised me to contact my MGA and stated that without the login date, nothing could be done. Frankly, this feels like poor service and an unreasonable policy. While I understand the need for security measures, they should not prevent legitimate stakeholders from accessing their accounts. This approach is not only inefficient—it’s disrespectful and detrimental to business.
I know you’ve just taken on this role and are not responsible for the policy, but if you’re my point of contact, I need your help. Is this something you can assist with? I’ve already spent two hours on this and am extremely frustrated. If this cannot be resolved within the next 24 to 48hours, I will begin transferring all my clients’ investments to your competition in the new year.
Thank you for your attention to this matter.
Best regards,	Aquiles Rosales CFP, PFP, RIS, (Hons)BA
Investment Advisor I Wealth Planning - Agassiz
Credential Securities I Prospera Insurance Agencies LTD.
	 	 
	Telephone: 778 860 6549
 
prospera.ca | Certified Great Place to Work®
 	Proud to be certified a great place to work!
 	 	 
 	To book an appointment please click on the link below: https://prospera.coconutcalendar.com/s/MW7VlMNq
 
We’ve got a new look and a new promise, learn more at localbankingmeansmore.ca.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Prospera Insurance Agencies Ltd. provides life, disability, and critical illness insurance, annuities, and full business solutions such as group benefit plans, succession planning, and business owner insurance.
 
 
From: Islam, Bulla <bulla.islam@canadalife.com>
Sent: Tuesday, December 9, 2025 3:23 PM
To: Aquiles Rosales <Aquiles.Rosales@prospera.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Sra, Arjun <Arjun.Sra2@canadalife.com>
Subject: RE: Bulla - Canada Life Wealth 
Excuse my typo its: CLWorkspacesupport@canadalife.com
 
Bulla Islam
Business Development Manager | Investments
Business Line: 778-217-1444
E-mail: bulla.islam@canadalife.com
LinkedIn: Bulla Islam
 
Chris Lane, CIM
Director of Business Development | Investments
Business Line: 778-384-0192
E-mail: chris.lane@canadalife.com
Arjun Sra
Business Development Associate | Investments
Business Line: 778-726-2083
E-mail: arjun.sra2@canadalife.com
 
 
From: Islam, Bulla
Sent: December 9, 2025 3:21 PM
To: 'Aquiles Rosales' <Aquiles.Rosales@prospera.ca>; 'CLWorkspace@canadalife.com' <CLWorkspace@canadalife.com>
Cc: Sra, Arjun <Arjun.Sra2@canadalife.com>
Subject: RE: Bulla - Canada Life Wealth
 
Hi Aquiles,
 
That’s unfortunate.
 
Here is the email contact: CLWorkspace@canadalife.com.
They’re usually pretty fast to respond and typically get back within a business day.
 
If you’re in a time crunch, here is the Canada Life helpline, they’re quite good as well: 1-800-475-7001.
 
Let us know what works.
 
Best,
Bulla
 
Bulla Islam
Business Development Manager | Investments
Business Line: 778-217-1444
E-mail: bulla.islam@canadalife.com
LinkedIn: Bulla Islam
 
Chris Lane, CIM
Director of Business Development | Investments
Business Line: 778-384-0192
E-mail: chris.lane@canadalife.com
Arjun Sra
Business Development Associate | Investments
Business Line: 778-726-2083
E-mail: arjun.sra2@canadalife.com
 
 
From: Aquiles Rosales <Aquiles.Rosales@prospera.ca>
Sent: December 9, 2025 3:13 PM
To: Islam, Bulla <bulla.islam@canadalife.com>
Subject: [EXT] Re: Bulla - Canada Life Wealth
 
HI Bulla, I am completely locked out of my Canada Life Workspace. Super frustrated is there anyway you could help? Aquiles Rosales CFP, PFP, RIS, (Hons)BA Investment Advisor I Wealth Planning - Agassiz Credential Securities I Prospera Insurance
HI Bulla,
 
I am completely locked out of my Canada Life Workspace. Super frustrated is there anyway you could help?
 
 
 	Aquiles Rosales CFP, PFP, RIS, (Hons)BA
Investment Advisor I Wealth Planning - Agassiz
Credential Securities I Prospera Insurance Agencies LTD.",True,2025-12-11T13:35:41.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T13:35:41.000+0000,005OH00000BGf2TYAT,2025-12-12T14:27:06.000+0000,005OH00000BGf2TYAT,2025-12-12T14:27:06.000+0000,(604)549-2487,(778) 860-6549,aquiles.rosales@prospera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hazh0YAA,False,,24452067,003G0000018f7P5IAI,0010A000002wPVVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA reset new device,Medium,"user called with a different advisor code but not valide
ref case 24451015",True,2025-12-11T14:09:50.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-11T14:06:22.000+0000,005OH00000AZ3ZxYAL,2025-12-11T18:33:21.000+0000,005OH00000AZ3ZxYAL,2025-12-11T18:33:21.000+0000,(514) 743-5809,(514) 743-5809,nlajoie@equilibrefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb274YAA,False,,24452221,003G0000018f7J1IAI,0010A000002wPOHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Incorrect ISAM Group,Medium,"***DDS 2025-12-11***
User was having issues registering for Workspace as they were getting prompted to enter an advisor code but user is MA.
DDS verified the ISAM groups and saw that user had advisor registration group.
DDS escalated issue to L2 to create a SNOW ticket.

================================================================================

User's Name: Laura-Lee Rompre
Email: adjointe@sfinanciere.ca
User ID: ADJOINTESF
SF ID: 003OH00000YwHGqYAN
 
================================================================================
****Email Chain**",True,2025-12-11T14:22:15.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T14:10:41.000+0000,005OH00000AX0rVYAT,2025-12-11T14:22:59.000+0000,005OH00000AX0rVYAT,2025-12-11T14:22:59.000+0000,(450)431-6499,(450) 431-6499,jimmy@sfinanciere.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb2GeYAI,False,,24452768,003G0000018f7ocIAA,0010A000002wPv4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Signature,Medium,"***DDS 2025-12-11***
User was trying to get client to sign Simple Protect link but the client wasn't able to sign.
In the first application 60922928-4 the assured was unable to sign so the owner couldn't sign since they sign after.
In the last two applications (60922901-2 and 60922912-8), the owner was unable to sign, but assured was able to sign.
DDS escalated to L2 to generate new SP signature links for 3 applications.
 
================================================================================

User's Name: Jean-Francois 
Email: jffournierass@hotmail.com
Code: F6544
SF ID: 0030A000008fT2UQAU

Application Number: 60922928-4
Client Name (assured): Dany Grenier
Client Name (owner): Les Forestiers DGL
Client Address: 14 Morin ave, Dolbeau-Mistassini QC, G8L 4C4

Application Number: 60922901-2
Client Name (assured): Alexandre Dionne
Client Name (owner): Coupe RMB 
Martin Dionne is signing for Coupe RMB
Client Address: 1240 Meganpic Rue, St-Honore QC, G0V 1L0

Application Number: 60922912-8
Client Name (assured): Kevin Dionne
Client Name: (owner): Coupe RMB
Martin Dionne is signing for Coupe RMB
Client Address: 741 Rue LaPrise, St-Honore QC, G0V 1L0

================================================================================
****Email Chain**",True,2025-12-11T14:56:43.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T14:24:51.000+0000,005OH00000AX0rVYAT,2025-12-11T15:10:39.000+0000,005OH00000AX0rVYAT,2025-12-11T15:10:39.000+0000,(418)590-2361,(418) 590-2361,jffournierass@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb3JCYAY,False,,24451881,003OH00000M90M1YAJ,001OH00000QumLNYAZ,,,,,,,012OH000000ijW5YAI,Open,,Email,,Primerica Workspace Registration failed,Medium,We need to authenticate the use and change their email address,False,,False,False,005OH000001yMujYAE,2025-12-11T13:59:49.000+0000,005OH000001yMujYAE,2025-12-11T15:24:35.000+0000,005OH000001yMujYAE,2025-12-11T15:24:35.000+0000,(613)793-2383,,mikotanmedina@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yMujYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb3cVYAQ,False,,24452584,0030A0000029fCyQAI,0010A000002w3QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"NAME: MARIA SAPUTO
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: C0160 
PHONE: NA
EMAIL: mariasaputo@saputofinancial.com
 
ISSUE: 
User needs help registering for their Workspace account.
 
 
FINDINGS:
User has a User ID when I checked ISAM but they have not registered for their account yet.
 
TROUBLESHOOTING/RESOLUTION:
I sent registration steps for user to follow and advised them to contact DM for their user ID if needed.
 
EMAIL:

--------------------------------------***DDS DEC/15/2025***--------------------------
Good morning Janielle.
Yes, I do see an account for the advisor. 
They were able to register.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
_____________________________________________
From: Calma, Janielle <Janielle.Calma@canadalife.com> 
Sent: December 12, 2025 3:39 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Workspace Registration - 24452584
Importance: High
Hi,
I was just wondering if the advisor was able to register?  Would you be able to check on your system?
Thank you!
Janielle

--------------------------------------***DDS 12/11/2025***--------------------------
Hello Maria,
It was brought to our attention that you need help with your registration for a Workspace account. I am happy to provide the registration steps below:
You will need your User ID. If you do not have your User ID, please go to STEP 1. If you have your User ID, please go to STEP 4.
STEP 1: Please visit https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do.
 
STEP 2: Select the ‘Forgot your user ID?’ option and put in your email address to recover the ID.
 
STEP 3: You should receive an email to direct you further on getting this User ID. 
If you have trouble recovering your ID through these steps, please contact Distribution_Methodology@canadalife.com
*you might need to visit https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do.
 To reset your password. Select ‘Forgot your password?’
  
STEP 4: Once you have your User ID, please go to https://workspace.canadalife.com/registration and select ‘register now.[‘
 
STEP 5: Put in your User ID and User ID password.
STEP 6: Complete the registration process as directed on the page and then log in with your email and password.
 
If you have any issues with the steps, please let me know.
If you would like to speak to an agent who can walk you through the steps over the phone, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you. Our team is available between the hours of 8am and 8pm EST Monday-Friday.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
_____________________________________________
From: Calma, Janielle <Janielle.Calma@canadalife.com> 
Sent: December 9, 2025 2:00 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: mariasaputo <mariasaputo@saputofinancial.com>
Subject: Workspace access
Importance: High
Hi Workspace team,
Hope your day is going well!
Can you please assist our advisor, Maria Saputo with Workspace access so she could place a purchase on DSFA? She might have access already. Would you be able to check on your system and confirm?
If not, can you please provide her with a Repnet access code and assist with the registration?
Thank you!
Best regards,
 << OLE Object: Picture (Device Independent Bitmap) >> 	Janielle Calma
Regional Sales Associate | Wealth Management
Ph: (204) 946-8133
60 Osborne St. N 1W
Winnipeg, MB  R3C  1V3
  Client Service:
  1-888-252-1847 (Segregated Funds) | isp_customer_care@canadalife.com
  1-888-532-3322 (Mutual Funds)
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-11T14:20:39.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T14:20:39.000+0000,005OH00000BGf2TYAT,2025-12-15T14:03:48.000+0000,005OH00000BGf2TYAT,2025-12-15T14:03:48.000+0000,(289)244-5883,,mariasaputo@saputofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb3pOYAQ,False,,24450877,003OH00000M97EHYAZ,001OH00000QusycYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica Resend Email,Medium,"NAME: SUSAN ELAINE PANYLYK 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: P7723
PHONE: NA
EMAIL: SPANYLYK@PRIMERICA.COM
 
ISSUE: 
User is requesting the registration email to be reset to the advisor. 
 
FINDINGS:
KB0023538: I can request for another email to be sent after confirming that user did not receive the email.
 
TROUBLESHOOTING/RESOLUTION:
Gathered information according to the template and sent an email as required. 

Update: confirmed that email was sent as at 11:13am est

EMAIL TO REQUEST:
The below Primerica Advisor indicated they did not receive their registration letter. Please resend.
Email Address (obtain from Siebel under Comm Pref Tab):
⦁	First Name: SUSAN ELAINE
⦁	Last Name: PANYLYK
⦁	Language: ENGLISH
⦁	Producer Code (obtain from Siebel): P7723
⦁	Activation ID (obtain from Siebel): PME7723
 
EMAIL:
 
--------------------------------------***DDS 12/11/2025***--------------------------
Hello Susan,
It was brought to our attention that you did not receive a registration email for your Workspace account. 
I have sent a request for another registration email to be sent to you. Please allow 1 business day to receive the new registration email.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Moroz, Stefan <Stefan.Moroz@canadalife.com> 
Sent: December 9, 2025 6:23 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; SPANYLYK@PRIMERICA.COM
Subject: Resend the Workspace Registration Email
Hello, 
Please resend Susan the Workspace registration email. 
Her full name is SUSAN ELAINE PANYLYK 
Her Canada Life code is P7723
Thanks in advance. 
Stefan Moroz, CIM ®
Director of Business Development, Wealth Management
Cell: 403-618-5871
Email: Stefan.Moroz@canadalife.com
In partnership with: 
Erika Sowka
Regional Sales Associate, Wealth Management 
Email: Erika.Sowka@canadalife.com
Phone: 416-552-6405
	 
	
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-11T13:12:30.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T13:12:30.000+0000,005OH00000BGf2TYAT,2025-12-11T16:27:55.000+0000,005OH00000BGf2TYAT,2025-12-11T16:27:55.000+0000,(587)999-9492,,spanylyk@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb4WwYAI,False,,24450980,0035o000006hzuYAAQ,0015o000007IP5pAAG,,,,,,,012OH000000ijW5YAI,Closed,,Email,,submitted applications.,Medium,"***DDS*** 12/10/25
Name: Brian Demsey
Phone:
Agent code: E2946
Reference: call assist

Hello Brian, 

Thank you for contacting the Workspace support group regarding submitted applications.

If an application has been approved you will not see the application anymore, please contact Client Service Centre at 1-888-252-1847 to confirm if the application has been approved and the ETA on when the policy will appear on workspace.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kokaritis, Teri <Teri.Kokaritis@canadalife.com> 
Sent: December 9, 2025 1:38 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Demsey, Brian <brian.demsey@ig.ca>
Subject: App #170710-31568375 - LB app for Greg Hill
Importance: High

Hi,

Would you kindly advise if you can locate this application on your systems.

Brian Demsey advisor code E2946.

Thank you! Have a great day!

 
Teri Kokaritis (she/her) 
Regional Sales Associate 
Distribution Excellence
Teri.kokaritis@canadalife.com
     (403) 663-2512 
Helpful links available in Workspace:
Canada Life Illustrations guide
SimpleProtect guide / WebApp reference guide
Guide to processing life, CI & DI insurance applications
Insurance forms & processes – Popular or use Process Navigator
Contact information for insurance - Business areas or reach out to Advisor Support Chat for real-time support
Workspace support: clworkspacesupport@canadalife.com / 1-888-999-4516 
Need CE credits? Check out the Learning Centre on Workspace today.
Self service options for your clients, encourage them to Register for My Canada Life.
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit Privacy policy.
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Demsey, Brian <Brian.Demsey@ig.ca> 
Sent: December 9, 2025 11:34 AM
To: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: FW: [EXT] RE: Hi Wenjia!

Hi Teri, FYI, see below for Canada Life policy number…. Brian Demsey, BA, BPHE, BEd, RIS Investment Associate, 301-121 5th Ave, Kamloops, BC V2C6X7 Tel: (250)299-6922 IG Wealth Management Inc. Mutual Fund Division From: Demsey, Brian Sent: Monday,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Teri, FYI, see below for Canada Life policy number….

Brian Demsey, BA, BPHE, BEd, RIS
Investment Associate, 
301-121 5th Ave, Kamloops, BC V2C6X7
Tel: (250)299-6922
IG Wealth Management Inc. Mutual Fund Division



From: Demsey, Brian 
Sent: Monday, December 8, 2025 4:12 PM
To: 'Li, Wenxia' <Wenjia.Li@canadalife.com>
Subject: RE: [EXT] RE: Hi Wenjia!

Hi Wenxia,

Here’s the policy number: 170710-31568375.

Brian Demsey, BA, BPHE, BEd, RIS
Investment Associate, 
301-121 5th Ave, Kamloops, BC V2C6X7
Tel: (250)299-6922
IG Wealth Management Inc. Mutual Fund Division



From: Li, Wenxia <Wenjia.Li@canadalife.com> 
Sent: Monday, December 8, 2025 3:03 PM
To: Demsey, Brian <Brian.Demsey@ig.ca>; Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: [EXT] RE: Hi Wenjia!

Hi Brian, 

I just got back from your vacation 😊 

@Kokaritis, Teri, are you able to see the application? I am not able to locate it in the system.

Thank you,
Wenjia 

From: Demsey, Brian <Brian.Demsey@ig.ca> 
Sent: December 1, 2025 1:32 PM
To: Li, Wenxia <Wenjia.Li@canadalife.com>
Subject: Hi Wenjia!

Hi Wenjia! Congratulations on your new role! I have a question for you: I placed a new living benefits policy for Greg Hill in the last month, but I don’t see it on Workspace. Has it been approved? Brian Demsey, BA, BPHE, BEd, RIS Investment

Hi Wenjia!

Congratulations on your new role!
I have a question for you: I placed a new living benefits policy for Greg Hill in the last month, but I don’t see it on Workspace.
Has it been approved?

Brian Demsey, BA, BPHE, BEd, RIS
Investment Associate, 
301-121 5th Ave, Kamloops, BC V2C6X7
Tel: (250)299-6922
IG Wealth Management Inc. Mutual Fund Division",True,2025-12-11T13:27:22.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T13:18:34.000+0000,005OH00000BGeeHYAT,2025-12-11T13:27:23.000+0000,005OH00000BGeeHYAT,2025-12-13T02:01:50.000+0000,(250)762-3329,,brian.demsey@ig.ca,(250)868-9332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb56QYAQ,False,,24451562,0030A0000029V1QQAU,0010A000002vv3vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Access,Medium,"Caller Name: Wayne S. Kobylnik
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name:	
Phone: 
Email:		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Hi have set up my registration to sign in under my MGA code but every time I go to sign in the account defaults

FINDINGS:

--------------------------------------***DDS  12/16/2025***--------------------------
RESOLUTION: SENT FINAL FOLLOWUP. CLOSING
--------------------------------------***DDS  12/16/2025***--------------------------
Hello Wayne,

As we have not received a response to the below messages, we’re closing this request. Should you require further assistance please do give us a call at your convenience, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/12/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  12/12/2025***--------------------------
Hello Wayne,

Following up on the below email. If you still require assistance, please provide the information requested below, as well as your advisor code or code/name of the advisor you support, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  12/11/2025***--------------------------
Sounds like he might be defaulted on the wrong association. asked for screenshot/more info.

--------------------------------------***DDS  12/11/2025***--------------------------
Hello Wayne,

Thank you for contacting Workspace Support.

It sounds as though the association is not saving. When you sign into Workspace, you must enter your email/password and select your association. There is also a check box that you can click on to remember your email/association, enter your info and select this box if you haven’t already or uncheck the box and check it again then sign in/out to check if its saved the association.

If this is not the case, please provide a screenshot of the page you’re signing into where it shows what’s defaulted and or elaborate as to what you’re seeing so we can better assist, thanks.. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/11/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/11/2025***--------------------------
Hi have set up my registration to sign in under my MGA code but every time I go to sign in the account defaults
Wayne S. Kobylnik, CFP, CHS, PFP
Certified Financial Planner and Investment Representative
Quadrus Investment Services Ltd.
Fortuna Financial Group, 
Advisor Support Associate, Elizabeth Farquharson, 705-720-1475
Client Service Centre 1-888-252-1847",True,2025-12-16T14:58:11.000+0000,False,False,005OH00000AUS7aYAH,2025-12-11T13:47:20.000+0000,005OH00000AUS7aYAH,2025-12-16T14:58:11.000+0000,005OH00000AUS7aYAH,2025-12-16T14:58:11.000+0000,(705)518-0528,,wayne@athertonfinancial.ca,(705)728-0012,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb5RSYAY,False,,24454432,0030A0000029ZEfQAM,0010A000002vyYwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T15:03:11.000+0000,False,False,005OH000004pk06YAA,2025-12-11T15:03:11.000+0000,005OH000004pk06YAA,2025-12-11T15:03:11.000+0000,005OH000004pk06YAA,2025-12-11T15:03:11.000+0000,(416)452-1147,,jwilliams@serenialife.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb5b3YAA,False,,24451015,003G0000018f7P5IAI,0010A000002wPVVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA RESET,Medium,"user has issue with authenticator,but does not have a valid advisor code for Authentication.
refer to contracts&compensation@canadalife.com .
Email====================================================================
Bonjour Normand

Merci d’avoir contacté le support de l’espace d’affaire concernant votre authentificateur, J'ai vraiment apprécié notre échange.

Comme nous en avons discuté au téléphone, veuillez envoyer un email à contracts&compensation@canadalife.com pour demander le code du conseiller en rémunération pour canadalife.

Après votre information, vous pouvez nous joindre en retour, nous pouvons ensuite passer à l’étape suivante.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T13:36:22.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-11T13:20:12.000+0000,005OH00000AZ3ZxYAL,2025-12-11T13:36:23.000+0000,005OH00000AZ3ZxYAL,2025-12-11T13:36:23.000+0000,(514) 743-5809,(514) 743-5809,nlajoie@equilibrefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb6vRYAQ,False,,24453284,003G0000018f7ioIAA,0010A000002wPpCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect,Medium,"User is submitting an application, it is for 2 insured (two email address). The link went to only one of the client but not the other one. 

Email: blair@haydenfinancial.ca
Application: 609236376-8

***************************************************************
Good morning, Blair 

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
For an application, if it is for two insured the way it works is it will be sent to the first client, and once they have completed the signature and has done their part it will be sent to the second. So, it will not be sent together essentially. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T14:50:45.000+0000,False,False,005OH00000BG5v4YAD,2025-12-11T14:37:49.000+0000,005OH00000BG5v4YAD,2025-12-11T14:50:45.000+0000,005OH00000BG5v4YAD,2025-12-11T14:50:45.000+0000,(506)878-7500,,blair@haydenfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb7PxYAI,False,,24451225,003OH00000Tdl1kYAB,001OH00000a6PYzYAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration/linking MFA,Medium,"***DDS*** 12/11/25
Name: YIN MAN LEE
Phone:
Agent code: PA628
Reference: KB0023469",True,2025-12-11T13:51:59.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T13:31:40.000+0000,005OH00000BGeeHYAT,2025-12-11T13:51:59.000+0000,005OH00000BGeeHYAT,2025-12-11T13:51:59.000+0000,(778)828-9326,,ylee.5614l@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hb9ocYAA,False,,24453701,0030A0000029lFTQAY,0010A000002w8QlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T14:46:27.000+0000,False,False,005OH000003ds0PYAQ,2025-12-11T14:46:27.000+0000,005OH000003ds0PYAQ,2025-12-11T14:46:28.000+0000,005OH000003ds0PYAQ,2025-12-11T14:46:28.000+0000,(613)767-1234,613-449-6231,cbudd@alignedcapitalpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbA7mYAE,False,,24452500,0030A000004RI6EQAW,0010A000002w7f6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"MGA workspace registration, ERR W1507",Medium,"*****DDS**** 12/11/2025
User called needing assistance with registration for mga workspace. DDS authenticated and assisted user with registration. 

ref: KB0021888


******EMAIL CHAIN****


Hello Maureen, 

     It was a pleasure assisting you with your workspace registration and repnet password reset today. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T14:50:59.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T14:18:55.000+0000,005OH00000BFQFHYA5,2025-12-11T14:51:00.000+0000,005OH00000BFQFHYA5,2025-12-11T14:51:00.000+0000,(204)777-6699,(204) 781-4499,jeff@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbA9JYAU,False,,24451570,0030A0000029jTYQAY,0010A000002w6zhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not able to authenticate,Medium,"Caller Name: RAYMOND BACCHUS (Ray)
Advisor or support staff: Advisor 
Advisor Code: 10241 MGA
Advisor Name: RAYMOND BACCHUS	
Phone: (780) 429-1243 and 780-986-9924
Email: raybacch@telus.net and ray_cweg@telus.net	

Siebel verification: completed.

DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: Asked him the 2 additional questions from the list, licensed to sell province and address but he provided the old address found in Siebel with postal code T6C4E3 instead T6C 4N6 seen in Siebel. I checked Google/Canada Post. Canada Post shows the postal code he's providing and google has both.-***CALLED KEVIN AT ASSIST DESK TO TRIPLE CHECK AND HE NOTED IT MIGHT BE A SPLIT POSTAL CODE AS HE ALSO CONFIRMED CANADA POST HAS THE CODE THE ADVISOR HAS PROVIDED***

Issue: Not able to authenticate/not receiving a verification code by email. 

FINDINGS:

Not locked and last login is Sept and auth is setup

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001ndzsAAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HBaVAAW%26cntc%3D0035o000004HBaVAAW%26id%3D0055o000001ndzsAAA

RESOLUTION: KB0020738
did a log me in session, guided him to login and pointed him to his cell he found no auth apps installed, says he didn't change phones either.
Moving forward with KB0020738, verification completed/called him at the # in Siebel
disconnected the auth from profile . downloaded google auth/setup. he was able to sign in/had sign in/out to test with success.


--------------------------------------***DDS  12/11/2025***--------------------------

Hello Ray,

Thanks for contacting Workspace Support today regarding not receiving the verification code to sign into Workspace.

It was a pleasure speaking to you and helping you regain access to Workspace.

Here is a recap of what we did today during the call/LogMeIn session.

1.	Verified and disconnected the old authenticator profile
2.	Downloaded the Google Authenticator and setup on your phone
3.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

With regards to your old address on file, please check/update Apexa and or reach out to your MGA, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T14:47:18.000+0000,False,False,005OH00000AUS7aYAH,2025-12-11T13:47:42.000+0000,005OH00000AUS7aYAH,2025-12-11T14:47:18.000+0000,005OH00000AUS7aYAH,2025-12-11T14:47:18.000+0000,(780)429-1243,(780) 906-9924,raybacch@telus.net,(780)425-3168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbAalYAE,False,,24457987,003G0000018f7wxIAA,0010A000002wQ38QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request/follow up,Medium,"info provided 

**EMAIL**

Good morning Jason,

Our team received your request for 112650 (aligned to ADSL code) Wealth Fund Client Listings report. Please note as of November 30, 2025, there were no clients listed under 112650 Wealth business.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Reiley,

Thank you for your response. 

Please find the attached file of the requested Wealth Fund Client Listings report (fund policy level and include info like Account Type, Owner Birth Year and Age details). A separate Password Email will follow to access this password-protected Excel file.

Unfortunately, it appears you do not have third-party access to 112650 for us to send you the requested information. Please have the attached TPA form filled out by appropriate party and submit it to Distribution_Methodology@canadalife.com regarding your access. In the meantime, this information will be sent to the advisor directly. 


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Reiley Shandler <reiley@wpg-plan.com> 
Sent: December 10, 2025 3:13 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Silver, Michael <michael@wpg-plan.com>; Bonneteau, Jason <jason@wpg-plan.com>
Subject: [EXT] RE: Red Flag Maturing Account /Case24438006

Hello, I was referring to any RRSP, Spousal RRSPs, Group RRSPs, LIRA and LRSP accounts that need to be converted before Dec 31, 2025. For the advisor code 112650 that one is aligned with Jason Bonneteau/BPG Benefits Planning Group. Thank you. 
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    Report Suspicious    ‌ 



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Hello,

I was referring to any RRSP, Spousal RRSPs, Group RRSPs, LIRA and LRSP accounts that need to be converted before Dec 31, 2025. 

For the advisor code 112650 that one is aligned with Jason Bonneteau/BPG Benefits Planning Group.

Thank you.

Sincerely, 

Reiley Shandler
Associate Advisor  CHS™, CLU®

W.P.G. - The Wealth Planning Group Ltd 
2 – 1851 Portage Avenue
Winnipeg, Manitoba R3J 0G8
Ph: (204) 989-7676  Ext: 584 
Fax: (204) 942-5692
E-mail: reiley@wpg-plan.com

The information contained herein is for general information purposes only. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. This email does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. This communication, including any attached documentation, is intended only for the person or entity to which it is addressed, and may contain confidential, personal, and/or privileged information. Any unauthorized disclosure, copying, or taking action on the contents is strictly prohibited. If you have received this message in error, please contact us immediately so we may correct our records. Please then delete or destroy the original transmission and any subsequent reply. Thank you


From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 10, 2025 1:52 PM
To: Reiley Shandler <reiley@wpg-plan.com>
Cc: Michael Silver <michael@wpg-plan.com>; Jason Bonneteau <jason@wpg-plan.com>
Subject: RE: Red Flag Maturing Account /Case24438006

Good afternoon Reiley,

Thank you for reaching out to Business Reporting team.

Could you please confirm what do you mean by maturing Savings policy? The current Wealth Fund Client Listings report include fund policy details (ex. load-types, DBG, MBG, fund name, policy numbers, market values).

And for 112650 Jason Bonneteau, could you please also provide us the advisor code associated to it (example: ADSL, Producer) for us to look into?


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Reiley Shandler <reiley@wpg-plan.com> 
Sent: December 9, 2025 12:17 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Silver, Michael <michael@wpg-plan.com>; Bonneteau, Jason <jason@wpg-plan.com>
Subject: [EXT] Red Flag Maturing Account

Good morning, Can you please provide us a list with all of the Canada Life/GWL or London Life maturing Savings policy for codes 112640 _ Michael Silver 112650- Jason Bonneteau A1295 – Michael Silver 7014 – Jason Bonneteau Insurance

Good morning,

Can you please provide us a list with all of the Canada Life/GWL or London Life maturing Savings policy for codes

112640 _ Michael Silver
112650- Jason Bonneteau
A1295 – Michael Silver
7014 – Jason Bonneteau


Insurance codes : 50568 (Jason Bonneteau) 55400 (Michael Silver) ; Michael Silver – 97035-9

Thank you. 

Sincerely, 

Reiley Shandler
Associate Advisor  CHS™, CLU®

W.P.G. - The Wealth Planning Group Ltd 
2 – 1851 Portage Avenue
Winnipeg, Manitoba R3J 0G8
Ph: (204) 989-7676  Ext: 584 
Fax: (204) 942-5692
E-mail: reiley@wpg-plan.com

The information contained herein is for general information purposes only. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. This email does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. This communication, including any attached documentation, is intended only for the person or entity to which it is addressed, and may contain confidential, personal, and/or privileged information. Any unauthorized disclosure, copying, or taking action on the contents is strictly prohibited. If you have received this message in error, please contact us immediately so we may correct our records. Please then delete or destroy the original transmission and any subsequent reply. Thank you",True,2025-12-11T16:06:39.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T16:06:39.000+0000,005OH0000071DK9YAM,2025-12-11T16:06:40.000+0000,005OH0000071DK9YAM,2025-12-11T16:06:40.000+0000,(204)989-7676,,jason@wpg-plan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbBJtYAM,False,,24451702,003OH00000M927mYAB,001OH00000QujBfYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#primerica - register for workplace,Medium,"***DDS*** 12/12/25
Name: Jocelyn Jones
Phone:
Agent code: P7813
Reference: KB0023629,  KB0023533, KB0023476

Hello Jocelyn,

Thank you for confirming.

To help you with this, we need to connect with you over the phone.  

We can setup a preferred callback time, please provide a good callback number and preferred time to call or for immediate support, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: JOCELYN JONES <JJONES.NRHR9@PRIMERICA.COM> 
Sent: December 11, 2025 10:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 24451702 - RE: register for workplace

Hi there, Yes, that is the message I am getting. Your help is greatly appreciated. Thank you, Jocelyn Jones From: ""Workspace Support"" <WorkspaceSupport@ canadalife. com> To: ""JJONES NRHR9"" <JJONES. NRHR9@ PRIMERICA. COM> Sent: Thursday,
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    Report Suspicious     



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Hi there,
Yes, that is the message I am getting.
Your help is greatly appreciated.

Thank you,
Jocelyn Jones





***DDS*** 12/11/25
Name: Jocelyn Jones
Phone:
Agent code: P7813
Reference: KB0023629

Hello Jocelyn,

Thank you for contacting the Workspace support group regarding registration.

Please confirm this is the error message screen you are getting when trying to add the 6 digit code.

 

If your error message is different from this screen shot please reply to this email and take a  screen capture of the error message.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: JOCELYN JONES <JJONES.NRHR9@PRIMERICA.COM> 
Sent: December 10, 2025 5:35 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] re: register for workplace

Hi, I followed all the instructions and when I was on the part where I need to enter the code from the attentication app. somehow it showed an error, it prompted me to go back to the previous page. I did that several times and to no avail to
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,
I followed all the instructions and when I was on the part where I need to enter the code from the attentication app. somehow it
showed an error, it prompted me to go back to the previous page.  I did that several times and to no avail to complete
the process.  Can someone please direct me on how to do it.

Name: Jocelyn Jones
Advisor Code: P7813
Dealer Rep: 3000


Thank you,
Jocelyn Jones
5203 87 St NW
Edmonton, AB
T6E 5L5
Tel: 780 990 6993
Fax: 780 784 4052",True,2025-12-23T17:12:30.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T13:53:06.000+0000,005OH00000BGeeHYAT,2025-12-23T17:12:30.000+0000,005OH00000BGeeHYAT,2025-12-23T17:12:30.000+0000,(780)237-6777,,jjones.nrhr9@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbBtPYAU,False,,24453863,003OH00000M9AwXYAV,001OH00000QuyUdYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#primerica - Registration Not Proceeding,Medium,"***DDS*** 12/11/25
Name: SHELLA MARIE FERNANDEZ
Phone:
Agent code: P0900
Reference: KB0023553 & KB0023476

Hello Shella

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace registration.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: SHELLA MARIE FERNANDEZ <SFERNANDEZ@PRIMERICA.COM> 
Sent: December 10, 2025 9:41 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Support_Registration Not Proceeding
Importance: High

Good day, Support Team. I hope you're doing well. I’m experiencing an issue during the registration process for Workspace. After creating a password, agreeing to the terms and conditions, and clicking Continue, the system does not proceed to
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good day, Support Team.
I hope you're doing well. I’m experiencing an issue during the registration process for Workspace. After creating a password, agreeing to the terms and conditions, and clicking Continue, the system does not proceed to the next screen. It remains stuck on the same page with no error message or indication of what’s wrong.

For reference, I am using Google Chrome.

Could you please look into this or advise on how to resolve the issue?

Thank you for your assistance!


Best regards,
 

 Office #: 587-855-5993
 Fax #: 587-855-5994
 Mobile #: 587-832-5069
 Email Address: sfernandez@primerica.com
 Office Address: 7907 Flint Road SE Unit",True,2025-12-11T15:00:43.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T14:50:24.000+0000,005OH00000BGeeHYAT,2025-12-11T15:05:06.000+0000,005OH00000BGeeHYAT,2025-12-11T15:05:06.000+0000,(587)832-5069,,sfernandez@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbBzqYAE,False,,24452346,0031600002G7TxKAAV,0010A000002wNGnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T14:14:33.000+0000,False,False,0050A000000WjqvQAC,2025-12-11T14:14:33.000+0000,0050A000000WjqvQAC,2025-12-11T14:14:33.000+0000,0050A000000WjqvQAC,2025-12-11T14:14:33.000+0000,(613) 232-4577x105,,asaint@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbCJFYA2,False,,24454473,003OH00000M94ENYAZ,001OH00000QuqqbYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace registration,Medium,"RONALD YL LIU

Advisor needed assistance with registration but they couldn't confirm their advisor code. They will call us back with info.

Hello Ronald,

Thank you for calling workspace support team.

In our today’s call, you needed assistance for workspace registration. You could not confirm your advisor code for authentication. Once you have this information, please give us a call back. We will be happy to assist you further.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T15:17:01.000+0000,False,False,005OH00000BFiyTYAT,2025-12-11T15:03:59.000+0000,005OH00000BFiyTYAT,2025-12-11T15:17:01.000+0000,005OH00000BFiyTYAT,2025-12-11T15:17:01.000+0000,(416)671-1702,,rliu@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbDgjYAE,False,,24452839,003G0000018f7LTIAY,0010A000002wPR9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T14:26:36.000+0000,False,False,005OH000002N6huYAC,2025-12-11T14:26:36.000+0000,005OH000002N6huYAC,2025-12-11T14:26:37.000+0000,005OH000002N6huYAC,2025-12-11T14:26:37.000+0000,(418)549-7747X17325,(418) 817-5355,ftchernoff@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbEPzYAM,False,,24456824,0030A0000029n0JQAQ,0010A000002w9vIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0017316 - Assisted the advisor in the registration successfully
====================

Hi Beau,

Thank you for contacting the workspace support about registering to workspace.

We have confirmed that a user id has been created successfully, and you just need to reset your password. We can confirm that you were able to register to workspace. Please keep in mind that all features may work perfectly in 24 to 48 hours.

Appreciate your patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T15:58:02.000+0000,False,False,005OH00000BFPZHYA5,2025-12-11T15:46:51.000+0000,005OH00000BFPZHYA5,2025-12-11T17:00:04.000+0000,005OH00000BFPZHYA5,2025-12-15T20:21:13.000+0000,(705)523-3753,,beau.frescura@rbc.com,(416)313-5490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbEjBYAU,False,,24452082,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T14:06:57.000+0000,False,False,0050A000000WjqvQAC,2025-12-11T14:06:57.000+0000,0050A000000WjqvQAC,2025-12-11T14:06:57.000+0000,0050A000000WjqvQAC,2025-12-11T14:06:57.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbGt7YAE,False,,24454426,0030A0000029n0JQAQ,0010A000002w9vIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"******DDS**** 12/11/2025
User wanted assistance with registration, but failed authentication. referred user to their national account leadership to verify advisor code 


ref: KB00218888


******EMAIL CHAIN*****

Hello Beau,

     It was a pleasure assisting you today, we couldn’t complete registration today due to you not passing authentication. You can reach out to your national account leadership to verify your advisor code. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T15:13:33.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T15:03:01.000+0000,005OH00000BFQFHYA5,2025-12-11T15:13:33.000+0000,005OH00000BFQFHYA5,2025-12-11T15:13:33.000+0000,(705)523-3753,,beau.frescura@rbc.com,(416)313-5490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbH2mYAE,False,,24452952,003G0000018f6xmIAA,0010A000002wP0QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T14:29:20.000+0000,False,False,005OH000002N6huYAC,2025-12-11T14:29:20.000+0000,005OH000002N6huYAC,2025-12-11T14:29:21.000+0000,005OH000002N6huYAC,2025-12-11T14:29:21.000+0000,(418)955-3255,(418) 955-3255,nicolas@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbH7dYAE,False,,24457206,003G0000018f6kqIAA,0010A000002wOmaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***DDS 2025-12-11***
User wanted to merge 2 accounts.
DDS changed Daniel R Roach to Daniel Robert Joseph Roach.
 
================================================================================
****Email Chain**
Hello Natalie,

Thank you for contacting the Workspace Support team regarding your merge issue. 

We’ve gone ahead and performed the necessary changes on our system, and you should be able to merge the accounts in 2-3 business days. If you are still unable to merge the accounts after 3 business days, feel free to reply to this email and we would love to investigate this issue further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 2, 2025 2:31 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Natalie Kemp (natalie. kemp@ kfginc. ca) has submitted a merge issue. Client details: First name: Daniel Middle name (if applicable): R Last name: Roach DOB: April 17, 2025 Policy Number(s): E139566-6, E139579-4
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Natalie Kemp (natalie.kemp@kfginc.ca) has submitted a merge issue.
 
Client details:
First name: Daniel
Middle name (if applicable): R
Last name: Roach
DOB: April 17, 2025
Policy Number(s): E139566-6, E139579-4
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000BIOJPQA5/daniel-r-roach
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000BIOJPQA5/daniel-r-roach
URL 3: 
URL 4: 
Additional details:",True,2025-12-11T15:52:56.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T15:52:56.000+0000,005OH00000AX0rVYAT,2025-12-11T15:52:56.000+0000,005OH00000AX0rVYAT,2025-12-11T15:52:56.000+0000,(289)932-5367,,richard.pillitteri@kfginc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbI8TYAU,False,,24452524,003G0000018f7RzIAI,0010A000002wPYZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T14:19:33.000+0000,False,False,005OH000002N6huYAC,2025-12-11T14:19:33.000+0000,005OH000002N6huYAC,2025-12-11T14:19:34.000+0000,005OH000002N6huYAC,2025-12-11T14:19:34.000+0000,(418)623-9422,(418) 563-3296,j.denis.cote@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbJfiYAE,False,,24455812,003G0000018f7xRIAQ,0010A000002wQ3cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace registration.,Medium,"***DDS*** 12/11/25
Name: DAVID JOHNSON
Phone:
Agent code:E4430
Reference: KB0017316

Hello David,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace registration.
 
To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Davis, Maria <Maria.Davis@canadalife.com> 
Sent: December 10, 2025 10:10 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: Portal Access - Dave Johnson - E4430
Importance: High

Hi

Please see below and advise on how Dave can obtain login ID to register for workspace.

Thank you!
Maria 

________________________________________
From: Dave Johnson <dave.johnson@thebig.ca>
Sent: Wednesday, December 10, 2025 9:50:08 AM
To: Steenbergen, Maureen <Maureen.Steenbergen@canadalife.com>
Subject: [EXT] Portal Access 
 
Good morning. I've actually been trying for the last couple of days to access your portal. I believe I've forgotten my login credentials and have no idea how to obtain them. Could you please lead me in the right direction Thank you Dave Johnson
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Good morning. I've actually been trying for the last couple of days to access your portal. I believe I've forgotten my login credentials and have no idea how to obtain them. Could you please lead me in the right direction

Thank you

 	Dave Johnson 
BROKER
 
	  226.780.0802 ext 19504
  866.377.0844
  dave.johnson@thebig.ca
  thebig.ca/dave-johnson",True,2025-12-11T15:28:45.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T15:28:45.000+0000,005OH00000BGeeHYAT,2025-12-11T15:51:18.000+0000,005OH00000BGeeHYAT,2025-12-11T15:51:18.000+0000,(204) 946-0211,(204) 782-6770,djohnson@johnsonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbJsXYAU,False,,24452743,0035o000006InnQAAS,0015o000006nvKFAAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access to New Business,Medium,"***DDS*** 12/12/25
Name: YONG CHANG
Phone:
Agent code: E2258
Reference: KB0023214

Hi Richard,

Thank you for confirming everything is good now, I will close out the ticket.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: richard c <richard-chang@live.cn> 
Sent: December 11, 2025 7:33 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 24452743 - RE: Access to New Business

Hi Vinh, Thanks for the quick response. I was trying to open New Business from a email link and it didn't work. Just now, I tried from Workplace and it worked fine. Regards. Richard Chang Insurance Advisor 3190 Steeles Ave. E. , Unit 210, Markham,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Vinh,

Thanks for the quick response.

I was trying to open New Business from a email link and it didn't work. Just now, I tried from Workplace and it worked fine.

Regards.


Richard Chang

Insurance Advisor
3190 Steeles Ave. E., Unit 210, Markham, ON L3R 1G9 Canada www.meritrust.ca  
Cell: 647.803.4898 I  Phone: 905.307.8999 I  Fax: 905.307.8899 I





***DDS*** 12/11/25
Name: YONG CHANG
Phone:
Agent code: E2258
Reference: KB0023214  

Hi Richard,

Thank you for contacting the Workspace support group regarding New Business web app.

Please confirm if you are getting this  message when you click on the New Business WebApp tile. (ie trying to launch the New Business WebApp from the main Workspace Overview page).

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: richard c <richard-chang@live.cn> 
Sent: December 10, 2025 8:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Access to New Business

Hello, I have access to Workplace but for some reason cannot access New Business. An error message screenshot is attached for your review. Please let me know how this can be resolved. Regards. Richard Chang Insurance Advisor 3190 Steeles Ave. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I have access to Workplace but for some reason cannot access New Business.

An error message screenshot is attached for your review.

Please let me know how this can be resolved.

Regards.


Richard Chang

Insurance Advisor
3190 Steeles Ave. E., Unit 210, Markham, ON L3R 1G9 Canada www.meritrust.ca  
Cell: 647.803.4898 I  Phone: 905.307.8999 I  Fax: 905.307.8899 I",True,2025-12-11T14:24:25.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T14:24:25.000+0000,005OH00000BGeeHYAT,2025-12-12T13:10:06.000+0000,005OH00000BGeeHYAT,2025-12-12T13:10:06.000+0000,(647)803-4989,,richard-chang@live.cn,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbLSwYAM,False,,24453467,003OH00000M97UGYAZ,001OH00000QuwazYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica Registration Error,Medium,"NAME: JESUS ALBERTO ACEVEDO JIMENEZ 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: P7035
PHONE: NA
EMAIL: JACEVEDOJIMENEZ@PRIMERICA.COM
 
ISSUE: 
User is trying to register but is getting error code ERR-W2302.
  
FINDINGS:
User is not using the activation code which they should be doing. Rather, they are using authenticator verification code.
 
TROUBLESHOOTING/RESOLUTION:
KB0023468 - Asdvised user to use activation code sent in the original registration email you received. 
 
EMAIL:
 
--------------------------------------***DDS 12/11/2025***--------------------------
Hello Albert,
Thank you for contacting us about the error you are getting when you try to register for your Workspace account. I am happy to provide troubleshooting steps to resolve this issue.
It looks like you are putting in the incorrect code for this registration step. Please refer to the original registration email you received to find your activation code which is what you need to enter in this step.
This should resolve the issue you are facing.
If you are still having trouble, please let me know.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: JESUS ALBERTO ACEVEDO JIMENEZ <JACEVEDOJIMENEZ@PRIMERICA.COM> 
Sent: December 9, 2025 8:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Problem with registration
Hello, I tried several times the registration using the Microsoft Authenticator codes and it did not work. What should I do? Thanks, Albert Acevedo If you would like to unsubscribe from receiving all promotional messages from Primerica, please
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
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Hello,

I tried several times the registration using the Microsoft Authenticator codes and it did not work. What should I do?

Thanks,

Albert Acevedo
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-11T14:41:39.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T14:41:39.000+0000,005OH00000BGf2TYAT,2025-12-11T14:43:10.000+0000,005OH00000BGf2TYAT,2025-12-11T14:43:10.000+0000,(587)968-2052,,jacevedojimenez@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbMs2YAE,False,,24453194,003OH00000M924vYAB,001OH00000QuuS2YAJ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Primerica Workspace Registration failed,Medium,"User did use the wrong email to register in WS
#Primerica user - call them back to have email updated",False,,False,False,005OH000001yMujYAE,2025-12-11T14:35:49.000+0000,005OH000001yMujYAE,2025-12-11T16:19:22.000+0000,005OH000001yMujYAE,2025-12-11T16:19:22.000+0000,(647)939-5878,,jmercado.fmk6k@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yMujYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbNszYAE,False,,24454264,003OH00000M95DpYAJ,001OH00000Qun5nYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#primerica registration,Medium,"Caller Name: ROLAND ALMEIDA
Advisor or support staff: Advisor 
Advisor Code: P5068 National acct/PRIMERICA 
Advisor Name: ROLAND ALMEIDA	
Phone: 416-803-1019
Email: RALMEIDA.CV811@PRIMERICA.COM		
Siebel verification: Completed
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: Completed
Issue: #primerica. Wants to register for Workspace, tried on his own but stuck at the authenticator. 

FINDINGS:
Not locked. no auth setup

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH0000079isEYAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000KLENbYAP%26cntc%3D003OH00000KLENbYAP%26id%3D005OH0000079isEYAQ

RESOLUTION:
did a log me in session to better assist. guided him to login/setup authenticator. He couldn't recall password. had him click forgot password, it sent him a 6 digit code to his email, nothing received as yet. signed out of the email, tried doing the same in chrome browser too. no code is received/tried the resend code, no go.
his email is web based, checked to see where we could whitelist 

Email admin will need to white list our email account no-reply@CanadaLife.com.

had him download google authenticator to use in the mean time.

no email received while on the call. advised him to reach out to his Email admin --need to white list our email account no-reply@CanadaLife.com.



--------------------------------------***DDS  12/11/2025***--------------------------
Hello Roland,

Thank you for contacting Workspace Support today regarding Workspace registration.
 
It was a pleasure speaking to you.
 
Here is a recap of what we did today during the LogMeIn session.
1.	As you were unable to recall the password you created for your Workspace login, we did a password re-set however no email was received with the 6 digit code. 
2.	We confirmed your email is correct for Workspace, we tried to re-send the code, no luck.
3.	We checked your spam/junk, nothing was received while on the call.
4.	We had you sign out of your email completely, had you try to access via Google Chrome, no luck, no email is received
5.	While waiting on the email, you mentioned you didn’t want to use the Okta Authenticator app, and so I guided you to download Google Authenticator to use once we can sign into Workspace and setup.

As no email was received during our time on the call, please ask your email admin to check and whitelist our email account, no-reply@CanadaLife.com

Then try to sign in again to Workspace, click on the Forgot password again to receive the code, at which point you will then be prompted to reset your password sign in and setup the Authenticator. 

Once you have your password/able to get to the above stage, you can give us a call to further assist you.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T15:42:06.000+0000,False,False,005OH00000AUS7aYAH,2025-12-11T14:59:07.000+0000,005OH00000AUS7aYAH,2025-12-11T15:42:30.000+0000,005OH00000AUS7aYAH,2025-12-11T15:42:30.000+0000,(416)386-1019,,ralmeida.cv811@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbNw9YAE,False,,24453281,003G0000018f7NqIAI,0010A000002wPTTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client PAC/AWD Account Register,Medium,"report inquiry 

**EMAIL**

Good morning Eric,

Thank you for your response.

The purpose of this PAC/AWD summary report is to display a list of your client’s PAC/AWD total annual dollar amount for nominee plans only. As a result, clients with PAC/AWD in client-held plans will not be shown in this report.

An alternative report available to users on Investment Centre is Client PAC/AWD Account Register. Please note this report would need to be generated separately for each PAC/AWD client-held active and nominee active. Please view reference below on how to retrieve the following report.

Step 1. Select Reports
Step 2. Select Marketing
Step 3. Select Client PAC/AWD Account Register
Step 4. Select the following type (ex. PAC or AWD)
Step 5. Select the following status 
Step 6. Optional – select the file format as .CSV Excel to filter data easily
Step 7. Generate report 

 


Please let me know if you have any questions.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Eric Koscielski <eric@balancewealth.ca> 
Sent: December 9, 2025 7:59 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: PAC AWD Summary Report Request /Case24395129

Good Day Folks

I was hoping you could provide some context on this report as it seems to be missing several items
Doesn’t appear to include PAC’s for RESP’s or RDSP’s
Doesn’t appear to include corporate clients

Could you please advise what is and isn’t captured and whether there is another report available which would capture everything

Many Thanks


 	Eric Koscielski, B. Comm., CFP
Certified Financial Planner
BALANCE WEALTH MANAGEMENT GROUP
Quadrus Investment Services Ltd. 
101 Keil Dr. S., Unit 3, Chatham ON  N7M 3H2
T: 519-351-0101     F: 519-351-9669
If you wish to unsubscribe from receiving these emails please click unsubscribe The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",True,2025-12-11T14:37:46.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T14:37:46.000+0000,005OH0000071DK9YAM,2025-12-11T14:37:46.000+0000,005OH0000071DK9YAM,2025-12-13T02:02:49.000+0000,(519)351-0101,(519) 365-0920,eric@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbNzTYAU,False,,24459182,003G0000018f6kjIAA,0010A000002wOmTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:26:35.000+0000,False,False,0050A000000WjqvQAC,2025-12-11T16:26:35.000+0000,0050A000000WjqvQAC,2025-12-11T16:26:36.000+0000,0050A000000WjqvQAC,2025-12-11T16:26:36.000+0000,(613)548-1884,+1 613-217-3867,kevinrebelo@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbOFlYAM,False,,24456316,0030A0000029ff9QAA,0010A000002w3mxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Conversion Not Received,Medium,"***DDS SL Dec 11 2025***

Caller requested for support concerning an OTC that supposedly was not received by Canada Life 
As we cannot confirm if this conversion was sent through, we will need to redirect for handling 
From escalations inbox 

===Email Chain===

Good morning Linda and Tony, 

This is Kevin, Service Leader from the Canada Life Workspace Support team, reaching out regarding your request for information about the recently submitted conversion that was reportedly not received by Canada Life. 
We are happy to assist you with this matter.

So that we may be able to escalate this matter further to the appropriate team, could you kindly provide us with a few additional details for the conversion and policy in question? 
If you could provide the following: 

•	Signing Client Name
•	Signing Client Email address
•	Signing Client Phone number
•	Date the signature was requested 
•	Application number (if available)

•	Advisor Name
•	Advisor Email Address
•	Advisor Phone Number

Please let us know at your earliest convenience. 
We look forward to your reply. 

Thank you and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T16:55:41.000+0000,False,False,005OH000001yNnaYAE,2025-12-11T15:39:00.000+0000,005OH000001yNnaYAE,2025-12-19T16:55:42.000+0000,005OH000001yNnaYAE,2025-12-19T16:55:42.000+0000,(416)733-5709,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbPJgYAM,False,,24456884,003OH00000Bk3RCYAZ,001OH00000E6ge3YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T15:47:41.000+0000,False,False,005OH000002N6huYAC,2025-12-11T15:47:41.000+0000,005OH000002N6huYAC,2025-12-11T15:47:41.000+0000,005OH000002N6huYAC,2025-12-11T15:47:41.000+0000,(418)333-2788,,martin@sfrc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbPzeYAE,False,,24455386,003OH00000M8zRXYAZ,001OH00000QuoHrYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica workspace registration,Medium,"MAGID MANNA DABLEH
P8136

Advisor needed assistance for setting up their workspace account. After authentication, they were able to reset their password and then they were having issues with authenticator. they shared their screen with me and setup microft browser extension.

Hello Majid,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you needed assistance with completing the registration process. After authentication, you were able to change your workspace password. After resetting password, you were able to setup authenticator. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T15:55:58.000+0000,False,False,005OH00000BFiyTYAT,2025-12-11T15:21:13.000+0000,005OH00000BFiyTYAT,2025-12-11T15:55:58.000+0000,005OH00000BFiyTYAT,2025-12-11T15:55:59.000+0000,(905)848-8122,,mdableh.rvr68@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbPziYAE,False,,24456122,0030A0000029mwpQAA,0010A000002w9sDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T15:35:10.000+0000,False,False,005OH000003ds0PYAQ,2025-12-11T15:35:10.000+0000,005OH000003ds0PYAQ,2025-12-11T15:35:11.000+0000,005OH000003ds0PYAQ,2025-12-11T15:35:11.000+0000,(905)434-0795,,stephanie@toscanogroup.ca,(888)304-6726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbQAsYAM,False,,24453660,0030A0000029jLiQAI,0010A000002w6saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Statement report on IC,Medium,advisor looking for ACB statement for client's tax purposes.. redirected to contact fund company,True,2025-12-11T14:51:50.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T14:45:25.000+0000,005OH0000071DK9YAM,2025-12-11T14:51:50.000+0000,005OH0000071DK9YAM,2025-12-13T02:02:49.000+0000,(902)624-1555,,dmr.financial.services@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbQKYYA2,False,,24453792,0030A0000029X84QAE,0010A000002vwmyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T14:48:53.000+0000,False,False,005OH000004pk06YAA,2025-12-11T14:48:53.000+0000,005OH000004pk06YAA,2025-12-11T14:48:53.000+0000,005OH000004pk06YAA,2025-12-11T14:48:53.000+0000,(416)454-5142,(647) 887-9933,miles@brashfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbQKgYAM,False,,24456657,0030A0000029Vq4QAE,0010A000002vvhkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor needed assistance registering for MGA account.
**********
Hi Jing , thank you for contacting the workspace support today.

To recap our call, we set up your MGA workspace account and your multifactor authenticator and you were able to sign on.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T15:55:59.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T15:44:24.000+0000,005OH00000BFQFCYA5,2025-12-11T16:01:12.000+0000,005OH00000BFQFCYA5,2025-12-11T16:01:12.000+0000,(416)858-5889,,topjing@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbQnZYAU,False,,24453731,0030A0000029ivFQAQ,0010A000002w6WXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: BARRY SANDERSON 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 93997
PHONE: +17053245433 
EMAIL: bws@sandersoninsurance.ca 
 
ISSUE: 
User is not able to use the SF authenticator app anymore
 
AUTHENTICATION (If Required):
 KB0020738 - December rotating question passed/validated
 
FINDINGS:
The authenticator app is producing a code that doesn’t work when user tries to use it.
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and disconnected the authenticator on file so that it can be set up again. 
User confirmed that they were able to log into their workspace account on the call. 

 
EMAIL:
 
--------------------------------------***DDS 12/11/2025***--------------------------
Hello Barry,
Thank you for contacting Workspace Support today about your authenticator issues when logging into workspace.
On the call today, I was able to validate your information and disconnect your old authenticator so that you had access to set up your new authenticator. You confirmed that you were able to log into your account on the call
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-11T14:58:06.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T14:47:23.000+0000,005OH00000BGf2TYAT,2025-12-11T14:58:06.000+0000,005OH00000BGf2TYAT,2025-12-11T14:58:06.000+0000,(705)324-5433X227,,bws@sandersoninsurance.ca,(705)324-3133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbRgRYAU,False,,24455345,003OH00000M94ENYAZ,001OH00000QuqqbYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace linking,Medium,"******DDS***** 12/11/2025
User needed assistance with linking their primerica account to ciam. Verified user already registered for workspace. dds authenticated and assisted.

REF: KB0021888, KB0023476, KB0023533


*****EMAIL CHAIN*****
Hello Ronald, 


   It was a pleasure assisting you reset your password and get you back into workspace. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T15:48:53.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T15:20:16.000+0000,005OH00000BFQFHYA5,2025-12-11T16:08:53.000+0000,005OH00000BFQFHYA5,2025-12-11T16:08:53.000+0000,(416)671-1702,,rliu@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbSB5YAM,False,,24454685,0031600002PjlwtAAB,0010A000002wNnMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0022825 - Assisted the advisor in resetting the MFA successfully.
================================

Hi Doug,

Thank you for contacting the workspace support about resetting your multi-factor authenticator app/MFA

We understand that you have initially use another MFA which is not working for you. We have tried to reset, and use google authenticator, and we can confirm that it works well for you. Keep in mind that moving forward your code should be coming from your google authenticator app. 

Appreciate you’re understanding and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-11T15:15:46.000+0000,False,False,005OH00000BFPZHYA5,2025-12-11T15:07:50.000+0000,005OH00000BFPZHYA5,2025-12-11T15:38:21.000+0000,005OH00000BFPZHYA5,2025-12-11T15:38:21.000+0000,(416)433-3445,,doug@smithdoug.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbTn4YAE,False,,24454284,0030A00000BdKAqQAN,0010A00000CDR1mQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-unlock account and reset password,Medium,"user receive error code w1283
authenticated user and reset password

email=================================================================================================

Bonjour Marc- Antoine,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis réinitialisation de mot, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé votre mot de passe et vous avez pu accéder à votre compte d’espace d’affaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter en retour.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect - Learning and support
Regards, 
    


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ",True,2025-12-11T15:10:22.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-11T14:59:32.000+0000,005OH00000AZ3ZxYAL,2025-12-11T15:10:22.000+0000,005OH00000AZ3ZxYAL,2025-12-11T15:10:22.000+0000,(514)426-0886,514-946-8386,marc-antoine.blondin@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbUKwYAM,False,,24454569,0030A0000029VSvQAM,0010A000002vvMLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T15:05:37.000+0000,False,False,005OH000007fgYjYAI,2025-12-11T15:05:37.000+0000,005OH000007fgYjYAI,2025-12-11T15:05:37.000+0000,005OH000007fgYjYAI,2025-12-11T15:05:37.000+0000,(514)288-2262,,svermette@bv-a.com,(514)288-8169,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbUT3YAM,False,,24458144,0030A0000029VCMQA2,0010A000002vvBPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Successor Holder Not Updated,Medium,"***DDS 2025-12-11***
User reports that a successor holder for a TFSA was added last month, but user is unable to see change on Workspace.
Tomas Cuberos (Customer Service Specialist) contacted us to inquire about this change as this displays correctly on his end.
Successor holder should be Corine Bru, but no successor holder is showing (screenshot attached).
DDS escalated issue to L2 to create a SNOW ticket.

==================================================================================

User's Name: April Steed
Email: april@steedfinancial.ca
Code: A3385
SF ID: 0035o000004HCW5AAO

Policy Number: 90124878
Client Name: Mark Wasyliuk
CORRECT Successor Holder: Corine Bru
Contract Type: CIWSU
SF ID: 02i5o000001OTXzAAO
 
==================================================================================

****Email Chain**
Hello Tomas,

Thank you for contacting the Workspace Support team regarding this successor holder issue. We’ve gone ahead and escalated this issue to our Level 2 support who will contact April with an update once they’ve investigated this issue further.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Cuberos, Tomas <Tomas.Cuberos@canadalife.com> 
Sent: December 9, 2025 6:05 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: April Steed <april@steedfinancial.ca>
Subject: FW: Successor holder not displaying on workspace / 90124878 - WASYLIUK, MARK - Case 24458144

Hello workspace

The successor holder for the above client’s TFSA was added last month and displays correctly on system.

Per the below, April is unable to see this reflected on her end when checking workspace. 

Successor holder is Corine Bru. Please kindly assist.

Thank you!

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Tomas Cuberos
Customer Service Specialist
Canadian Operations – Wealth
Phone: (519)931-5112 tomas.cuberos@canadalife.com 


 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-11T16:09:45.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T16:09:45.000+0000,005OH00000AX0rVYAT,2025-12-11T16:31:04.000+0000,005OH00000AX0rVYAT,2025-12-11T16:31:04.000+0000,(778)581-1850,,april@steedfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbUXuYAM,False,,24457693,0030A0000029bh6QAA,0010A000002w0YqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Issues,Medium,"***DDS 2025-12-11***
User was having issues with SF Authenticator.
DDS guided user to manual entry.
 
================================================================================
****Email Chain**
Bonjour Gilles,

Merci pour votre appel concernant votre problème d’Authentificateur. Nous sommes très heureux que nous avons pu vous aider à entrer le code de votre application manuellement dans votre ordinateur pour vous authentifier. Si vous rencontrez ce problème encore, vous pouvez suivre les étapes suivants pour entrer le code manuellement :
1.	Allez à Espace affaires ouvrez une session — Canada Vie
2.	Entrez votre information
3.	Cliquez sur le texte bleu Having Trouble?
 
4.	Cliquez sur le texte bleu Use a Different Verification Method
 
5.	Entrez le code de l’application Salesforce Authenticator.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T16:01:45.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T16:01:45.000+0000,005OH00000AX0rVYAT,2025-12-11T16:05:10.000+0000,005OH00000AX0rVYAT,2025-12-11T16:05:10.000+0000,(514)814-3711,,gilles.desmarais@videotron.ca,(514)666-3711,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbUb5YAE,False,,24454679,003OH00000M98jOYAR,001OH00000Qux1wYAB,,,,,,,012OH000000ijW5YAI,Open,,Phone,,#Primerica Authenticator app,Medium,"NAME: ABDUL SAMUT SALAAM 
ADVISOR OR SUPPORT STAFF: 
ADVISOR CODE: P4421
PHONE: +16135390404 
EMAIL: asalaam@primerica.com 
 
ISSUE: 
User is trying to set up authenticator on their new workspace account
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User was trying to use an authenticator app that is not famliar with workspace. 
 
TROUBLESHOOTING/RESOLUTION:
Advised user to download the google authenticator instead.
User downloaded google authenticator and scanned QR code to connect.
User was able to set up authenticator and log into workspace.

 
EMAIL:
 
--------------------------------------***DDS 12/11/2025***--------------------------
Hello Abdul,
Thank you for contacting Workspace Support for help with setting up your authenticator.
On the call today, we were able to download the google authenticator app to your mobile device which gave you access to complete your registration. We confirmed on the call that you were able to log into workspace.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",False,,False,False,005OH00000BGf2TYAT,2025-12-11T15:07:40.000+0000,005OH00000BGf2TYAT,2025-12-11T15:31:48.000+0000,005OH00000BGf2TYAT,2025-12-11T15:31:48.000+0000,(613)539-0404,,asalaam@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbUj8YAE,False,,24455019,0030A0000029ZEfQAM,0010A000002vyYwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T15:14:10.000+0000,False,False,005OH000004pk06YAA,2025-12-11T15:14:10.000+0000,005OH000004pk06YAA,2025-12-11T15:14:11.000+0000,005OH000004pk06YAA,2025-12-11T15:14:11.000+0000,(416)452-1147,,jwilliams@serenialife.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbVbxYAE,False,,24454500,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T15:04:28.000+0000,False,False,005OH000004pk06YAA,2025-12-11T15:04:28.000+0000,005OH000004pk06YAA,2025-12-11T15:04:29.000+0000,005OH000004pk06YAA,2025-12-11T15:04:29.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbVsBYAU,False,,24457488,0030A0000029oDTQAY,0010A000002wAuWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace registration,Medium,"***DDS*** 12/11/25
Name: Yun Shi
Phone:
Agent code:D6033
Reference: KB0022620 & KB0017316

Hello Yun,

Now that we have confirmed your User ID, we can set up a callback as we need to speak with you directly to register for workspace.   

Please provide a direct callback number and preferred time to call or for immediate support you can call our direct workspace support team 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 11, 2025 1:25 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com>; Keefer Jeng <keefer.jeng@syfinancial.ca>
Cc: James Zhe <james.zhe@syfinancial.ca>; Vanduyvenvoorde, Duane <Duane.Vanduyvenvoorde@canadalife.com>; shiyun@syfinancial.ca; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: 24457488 - RE: FW: [EXT] Re: Workspace issue

Hi team,

Yun’s user ID created is SHIYUN0088.

Thank you kindly,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com



Hi all,

Don’t think this is a simple matter of creating a new account in workspace or registering for workspace. 

Advisor should already have an ID in workspace but every time we try to enter or create a new account for her, it errors out. We’ve been thru the whole phone support already but got no resolution thus far.

Keefer : pls take over and provide more details. 






Sincerely,

James Zhe
Director, SY. Wealth
Licensed Insurance & Mutual Fund Representative
syfinancial.ca

825, 2777 Jow St, Richmond, BC V6X 0V7
james.zhe@syfinancial.ca


***DDS*** 12/11/25
Name: Yun Shi 
Phone:
Agent code:D6033
Reference: KB0022620 & KB0017316

Hello @Distribution Methodology, 

Would you be able to provide advisor Yun Shi (D6033) with her User ID please.


Hello Yun,
 
To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com> 
Sent: December 11, 2025 9:52 AM
To: Keefer Jeng <keefer.jeng@syfinancial.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: James Zhe <james.zhe@syfinancial.ca>; Vanduyvenvoorde, Duane <Duane.Vanduyvenvoorde@canadalife.com>
Subject: RE: FW: [EXT] Re: Workspace issue

Hi Keefer, 

Thank you for the additional information. 

Can someone through Workspace support please assist? 


Toni-Jill Acierto (she/her)
Learning Facilitation Specialist, Learning & Development
Insurance Solutions Distribution

 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



From: Keefer Jeng <keefer.jeng@syfinancial.ca> 
Sent: December 10, 2025 4:16 PM
To: Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: James Zhe <james.zhe@syfinancial.ca>
Subject: Re: FW: [EXT] Re: Workspace issue

Hi Toni, I hope you are doing well. My name is Keefer Jeng, and I am assisting advisor Yun Shi (D6033) Sophia Yun Shi is unable to log into her account ID: shiyun@ syfinancial. ca. We have contacted the IT department multiple times, and they require
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Toni,

I hope you are doing well. My name is Keefer Jeng, and I am assisting advisor Yun Shi (D6033)  
Sophia Yun Shi is unable to log into her account ID: shiyun@syfinancial.ca. We have contacted the IT department multiple times, and they require authentication through a series of security questions. All questions must be answered correctly before they can send the password-reset link.
We were able to answer every question except one: the date of Sophia’s last account login, which we do not have access to. Because of this, the authentication request was denied.
IT advised us to contact our MGA; however, when we reached out, the MGA informed us they do not have any information regarding this matter. As a result, Sophia is still unable to access her account.
Could you please advise on the next steps? Thank you in advance.



Sincerely,
Keefer Jeng
Office Manager | 客户体验团队

 
825, 2777 Jow St Floor 8, Richmond, BC V6X 0V7 
Text/Phone: (778) 732-5050
keefer.jeng@syfinancial.ca
Follow our practice on LinkedIn!
YouTube Channel | 订阅油管频道



On Wed, 10 Dec 2025 at 10:53, James Zhe <james.zhe@syfinancial.ca> wrote:
Keefer: please provide all relevant details including advisor info and screenshots / the exact problem you are facing.



Sincerely,

James Zhe
Director, SY. Wealth
Licensed Insurance & Investment Representative
syfinancial.ca

 
825, 2777 Jow St Floor 8, Richmond, BC V6X 0V7 
Mobile: (604) 353-7550
james.zhe@syfinancial.ca
Follow our practice on LinkedIn!

Compliance Reminder: Clients are responsible for complying with the laws and regulations of Canada, the United States, People's Republic of China and any other relevant jurisdictions where business is conducted. This includes the truthful declaration of insurance premiums and their sources and adherence to capital control policies such as those stipulated under the Regulations on Foreign Exchange Administration of the PRC and other national authorities. Clients must also comply with the foreign exchange guidelines and related requirements set by the State Administration of Foreign Exchange (SAFE) and other relevant national and territorial authorities where they reside.
Financial advisors and institutions are duly obligated to report any suspicious financial transactions to regulatory compliance authorities. Financial institutions and advisors assume that client information declarations are accurate, truthful, and to the best of their knowledge.
金融监管提醒：客户有责任遵守中华人民共和国、加拿大及其他相关司法管辖区的法律法规。这包括如实申报保险保费及其资金来源，并遵守《外汇管理条例》所规定的资本管制政策。客户还须遵守国家外汇管理局（SAFE）及其他相关国家或地区监管机构制定的外汇管制规定和相关要求。
财务顾问及金融机构有义务向监管合规机构报告任何可疑的金融交易行为。金融机构与顾问在履行职责时，视客户所提供的信息为准确、真实且基于客户所知的最佳情况。


On Wed, 10 Dec 2025 at 19:40, Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com> wrote:
Hello,
 
Would anyone be able to assist James with their WS account. They have been having issues accessing workspace since MFA and was wondering if there’s anyway to just have the whole account reset so they can associate the right device to MFA this specific account. 
 
James feel free to provide more detail if I missed anything.
 
Thanks, 
Toni-Jill Acierto (she/her)
Learning Facilitation Specialist, Learning & Development
Insurance Solutions Distribution
 
 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
 
Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
 
From: James Zhe <james.zhe@syfinancial.ca> 
Sent: December 10, 2025 1:39 AM
To: Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com>; Keefer Jeng <keefer.jeng@syfinancial.ca>
Subject: [EXT] Re: Workspace issue
 
Hi Toni, This is James and we spoke during the Charlevoix conference regarding an advisor’s recurring issues accessing workspace and unable to connect and setup Authenticator. After nearly 7 months of back and forth with CL tech team this is
Hi Toni,
 
This is James and we spoke during the Charlevoix conference regarding an advisor’s recurring issues accessing workspace and unable to connect and setup Authenticator. After nearly 7 months of back and forth with CL tech team this is still unresolved and they pushed us away to resolve with our “MGA” (who obviously has no idea how to resolve an internal CL tech issue). 
 
I’m cc’ing our office manager Keefer to connect with you as he’s now taking over this case and provide you with the details so you could hopefully help escalate this to the right channels? 
 
Thank you so much again!
 
@Keefer - pls work with Toni as she likely has access to more resources in terms of CL’s workspace team. 






Sincerely,

James Zhe
Director, SY. Wealth
Licensed Insurance & Mutual Fund Representative
syfinancial.ca

825, 2777 Jow St, Richmond, BC V6X 0V7
james.zhe@syfinancial.ca
 
 
On Thu, Oct 16, 2025 at 8:15 PM Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com> wrote:
Hey James, 

If you could give me additional information on Yun Shi problem. D6033 advisor code. 

Try the salesforce authenticator. But please provide me a little bit more information! Thanks 
 
Toni-Jill Acierto (she/her)
Learning Facilitation Specialist, Learning & Development
Insurance Solutions Distribution
 
 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
 
Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.",True,2025-12-11T16:10:22.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T15:58:02.000+0000,005OH00000BGeeHYAT,2025-12-11T18:48:14.000+0000,005OH00000BGeeHYAT,2025-12-11T18:48:14.000+0000,(604)818-9678,(604) 818-9678,shiyun@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbVydYAE,False,,24457666,003G0000018f6qqIAA,0010A000002wOsaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access -  ERR-W1285,Medium,"KB0020563 - access is all set at the back end, assisted the ASA to reset her password. Issue is not resolved - ERR-W1285. Call assist, talk to SL Jason and took over the call
=================
KB0017316 - Assisted the advisor in registering her MGA access successfully
====================

Hi Lucie,

Thank you for contacting the workspace support about registering to workspace and an issue accessing your direct access getting error ERR-W128.

We can confirm that we have registered your MGA access successfully however we did not get your access back to your direct access. Rest assured that the case is already escalated and will get back to you once it is worked on.

We do appreciate your patience and understanding on this situation. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T16:15:49.000+0000,False,False,005OH00000BFPZHYA5,2025-12-11T16:01:16.000+0000,005OH00000BFPZHYA5,2025-12-11T17:13:40.000+0000,005OH00000BFPZHYA5,2025-12-11T17:13:40.000+0000,(613)283-2011,(613) 227-2010,scott@achesonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbWppYAE,False,,24457537,003OH00000M8pfgYAB,001OH00000QumelYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email Correction,Medium,"***DDS***

Resolving email discrepancies - connected via phone successfully and changed email address. User didn't want to try accessing WS at this time; will try himself later and reach out if he has any issues.

005OH000007AfRwYAK	
RICHARD LLOYD GINTER	
P6121	
PME6121	
rginter@primerica.com	

email=========================	

Good morning Richard,

Thank you for speaking with me this morning regarding your email address in our system. I’m glad we could get it corrected. This will allow for more seamless communication in the future.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Jason M.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations   
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T16:19:27.000+0000,False,False,005OH0000064XtBYAU,2025-12-11T15:58:49.000+0000,005OH0000064XtBYAU,2025-12-11T16:19:27.000+0000,005OH0000064XtBYAU,2025-12-11T16:19:27.000+0000,(204)509-0170,,rginter@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbWzTYAU,False,,24455110,003OH00000M98TtYAJ,001OH00000QujwzYAB,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Email Update,Medium,"**DDS***

Mismatched email correction",False,,False,False,005OH0000064XtBYAU,2025-12-11T15:15:50.000+0000,005OH0000064XtBYAU,2025-12-11T15:15:50.000+0000,005OH0000064XtBYAU,2025-12-11T15:15:50.000+0000,(403)257-1677,,rgraham@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbX9BYAU,False,,24458614,0030A0000029XTnQAM,0010A000002vx2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP application inquiry,Medium,"****DDS****12/11/25

User contacted RSA who referred him back to us for tech assistance
Escalated to Level 2 for assistance following KB0023222

****DDS****12/11/25 

Assisted user to go past the ""Renseignements sur le client"" page in NB 
Advised user to contact their RSA for more assistance on completing the application. 
============================================================================================= 
 
****Email Chain****

Bonjour Yaovi,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant les propositions de Pamela Moise.

J’ai transmis cette requête au Soutien Technique Niveau 2 pour enquêter là-dessus et nous vous tiendrons informer dès qu’il y aura de nouveau.

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com> 
Sent: December 11, 2025 2:24 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Bouka, Yaovi <yaovi.bouka@ig.ca>
Subject: TR: [EXT] RE: [EXT] RE: Ajout de nouvelles souscriptions à une police en cours de souscription 60926311-3 - Pamela Moise
Importance: High

Bonjour Soutien Espace Affaires,

Je viens de terminer une rencontre Teams avec le conseiller, M. Yaovi Bouka, et il est bloqué ici dans cette proposition…nous avons passé page par page et je n’ai pas été capable de le débloquer.
Cette cliente est l’assurée et la propriétaire des 3 produits.

M. Bouka a appelé le soutien technique (1-800-475-7001) et on lui aurait dit que Canada Vie pourrait prendre le dossier en charge et apporter les corrections.
Pouvez-vous svp regarder ceci aussitôt que possible et communiquer avec M. Bouka pour régler ce dossier.

SVP voir également le courriel plus bas du conseiller où il indique clairement les 3 produits que la cliente désire.
Merci beaucoup !

 

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance
Tél.: 581-705-4165 


 




Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
De : Bouka, Yaovi <Yaovi.Bouka@IG.ca> 
Envoyé : 11 décembre 2025 12:26
À : Tremblay, Sylvie <Sylvie.Tremblay@canadavie.com>
Cc : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Objet : RE: [EXT] RE: Ajout de nouvelles souscriptions à une police en cours de souscription

Bonjour Mmes Tremblay et Jobson Grace à l’aide de votre département d’assistance technique, j’ai réussi à entrer les informations nécessaires pour les 3 polices groupées ( Universelle ($500 000 + Maladie grave($180 000 + T30 de $500 000) sous

Bonjour Mmes Tremblay et Jobson

Grace à l’aide de votre département d’assistance technique, j’ai réussi à entrer les informations nécessaires pour les 3 polices groupées ( Universelle ($500 000 + Maladie grave($180 000 + T30 de $500 000) sous le n0 60926311-3

J’ai choisi le fait que Canada-vie contacter la cliente Mme Pamela Moise pour l’entrevue santé de même que les prise d’urine et de sang. Les informations sont verrouillées au niveau de l’assurabilité. Je ne peux pas y aller plus loin pour le moment.

SVP contacter pour moi, le département compétent pour prendre la suite avant que ne je puisse y revenir avec les informations nécessaires pour la soumission des 3 propositions

Merci et bonne journée

Yaovi Bouka, Doct. Sc. De Gestion, Pl. Fin. Conseiller
1360, boul. René-Lévesque Ouest, bureau 400, Montréal, Qc H3G 2W4
Tél. (514) 228 8724, p. 6225, Sans frais 1 (877) 462 3919 
Cell (514) 898 0390  Téléc. (514) 228 0143
Courriel : Yaovi.Bouka@ig.ca
Yaovi Bouka conseiller | IG Gestion de patrimoine
IG Gestion de patrimoine Inc., cabinet en planification financière
Division des fonds communs de placement
 
facebook.com/YaoviBoukaGI/
linkedin.com/in/yaovibouka/ 
Groupe Investors « Unique » version courte - YouTube

Si vous ne souhaitez plus recevoir ces courriels, veuillez répondre à ce message en indiquant « Désabonnement » en objet.



Bonjour Yaovi,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la proposition 60926311-3.

Comme discuté lors de notre appel, veuillez contacter votre Associé Régionale des Ventes Sylvie Tremblay sur l’étape suivante de cette proposition.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T16:53:06.000+0000,False,False,005OH0000097FtCYAU,2025-12-11T16:17:22.000+0000,005OH0000097FtCYAU,2025-12-12T00:42:24.000+0000,005OH0000097FtCYAU,2025-12-12T00:42:24.000+0000,(514)822-4270,(514) 898-0390,yaovi.bouka@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbYq2YAE,False,,24457710,0030A0000029aTaQAI,0010A000002vzbrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA issue,Medium,"YUANLUO Y JIANG
76008

Advisor was having issues with verification method. Help them to change the verification method for salesforce authenticator, so they can enter the code instead of approving the request in salesforce. They were not able to see the request in salesforce auth.
Hello Yuanluo,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with salesforce authenticator. On the Canada life website, I help you to change the verification method by clicking on “Having trouble” and then clicked on “change verification method”. This allows you to enter the code form authenticator. You were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T16:12:42.000+0000,False,False,005OH00000BFiyTYAT,2025-12-11T16:02:08.000+0000,005OH00000BFiyTYAT,2025-12-11T16:12:43.000+0000,005OH00000BFiyTYAT,2025-12-11T16:12:43.000+0000,(905)479-5806X110,,jyl316@hotmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbagTYAQ,False,,24455352,003OH00000M99PhYAJ,001OH00000QuFX7YAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email Update,Medium,"***DDS***

Correcting email discrepancies - call successful and email corrected

email=======================


Good morning Rodgen,

Thank you for speaking with me this morning so that we could get your email address corrected in our system. The next time you are able to try and login you may have to reset your password and you will also receive a one-time password via email to use at login.

If you run into any issues, please give us a call back.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Jason M.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations   
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T15:56:50.000+0000,False,False,005OH0000064XtBYAU,2025-12-11T15:20:27.000+0000,005OH0000064XtBYAU,2025-12-11T15:56:50.000+0000,005OH0000064XtBYAU,2025-12-11T15:56:50.000+0000,(403)714-6271,,rodgenbelacaol.pineda@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbazqYAA,False,,24455481,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T15:22:59.000+0000,False,False,005G0000002gxxjIAA,2025-12-11T15:22:59.000+0000,005G0000002gxxjIAA,2025-12-11T15:22:59.000+0000,005G0000002gxxjIAA,2025-12-11T15:22:59.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbbfoYAA,False,,24457572,003OH00000Ye0FaYAJ,001OH00000hxHDvYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Caller Name: Tamanna Priya
Advisor or support staff: Advisor 
Advisor Code: 	H9557 IS HER PERSONAL CODE. E7013 JEFFERY CLEARY
Advisor Name: JEFFERY CLEARY	
Phone: 
Email: priya_afrooz@hotmail.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Not able to login to Workspace. ERR-W1281

FINDINGS: 
she did a password re-set but nothing is received. 
she's using tamannaap@prolink.insure but SF shows priya_afrooz@hotmail.com
last login to she noted was about 2 weeks ago, SF shows Nov 25

SIEBEL SHOWS H9557 BUT SHE GAVE E7013 JEFFERY CLEARY and she has no TPA to this code. 

AFTER FURTHER PROBING, SHE NOTED SHE WAS SETUP AS AN ADVISOR WITH CODE H9557. SHE VERFIIED EVERYTHING IN SIEBEL
HAD HER TRY TO SIGN IN WITH HER PERSONAL EMAIL NOW. SHE HAD TO RE-SET THE PASSWORD and was successfully signed in.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000BdwnNYAR%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000WYFqLYAX%26cntc%3D003OH00000WYFqLYAX%26id%3D005OH00000BdwnNYAR

RESOLUTION:AFTER FURTHER PROBING, SHE NOTED SHE WAS SETUP AS AN ADVISOR WITH CODE H9557. SHE VERFIIED EVERYTHING IN SIEBEL
HAD HER TRY TO SIGN IN WITH HER PERSONAL EMAIL NOW. SHE HAD TO RE-SET THE PASSWORD
SHE WAS ABLE sign in/authenticate and had her sign out/back in to test.

--------------------------------------***DDS  12/11/2025***--------------------------
Hello Tamanna,

Thank you for contacting Workspace support today regarding receiving ERR-W1281 when trying to access Workspace.

It was a pleasure speaking to you and helping you regain access.

As discussed, you were using the incorrect email to sign into Workspace and not receiving a password re-set.

Once you entered the correct email, you were able to re-set the password, sign into Workspace, and authenticate.

You also mentioned you have access to the advisor JEFFERY CLEARY, E7013 but no third-party access was seen on your profile. 

To access the advisor(s) Book of Business in Workspace, you will need Third Paty Access (TPA). Currently, there is no TPA available for any advisor.
 
I have attached the TPA form for your convenience. 
 
Please have the aligned advisor fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T16:26:37.000+0000,False,False,005OH00000AUS7aYAH,2025-12-11T15:59:25.000+0000,005OH00000AUS7aYAH,2025-12-11T16:26:37.000+0000,005OH00000AUS7aYAH,2025-12-11T16:26:37.000+0000,(647)677-7838,,priya_afrooz@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbdJUYAY,False,,24459391,0030A0000029XtPQAU,0010A000002vxPMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:29:50.000+0000,False,False,005OH000007fgYjYAI,2025-12-11T16:29:50.000+0000,005OH000007fgYjYAI,2025-12-11T16:29:50.000+0000,005OH000007fgYjYAI,2025-12-11T16:29:50.000+0000,,(514) 824-8837,tonycesta56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbdTAYAY,False,,24457840,0030A0000029VGRQA2,0010A000002vvDoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:04:20.000+0000,False,False,005OH000005URvxYAG,2025-12-11T16:04:20.000+0000,005OH000005URvxYAG,2025-12-11T16:04:21.000+0000,005OH000005URvxYAG,2025-12-11T16:04:21.000+0000,(780)467-4671,(780) 920-7970,insurance@cifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbdTEYAY,False,,24460506,003OH000009bwflYAA,0015o000008CybiAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:46:31.000+0000,False,False,0050A000000Hq5PQAS,2025-12-11T16:46:31.000+0000,0050A000000Hq5PQAS,2025-12-11T16:46:32.000+0000,0050A000000Hq5PQAS,2025-12-11T16:46:32.000+0000,(905) 372-0620,,lisa@stephencragg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbeCJYAY,False,,24459987,0030A0000029nRAQAY,0010A000002wAIlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:38:40.000+0000,False,False,005G0000002gxxjIAA,2025-12-11T16:38:40.000+0000,005G0000002gxxjIAA,2025-12-11T16:38:40.000+0000,005G0000002gxxjIAA,2025-12-11T16:38:40.000+0000,(819)562-2113,(819)571-7679,diane.prefontaine@cabn.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbeiUYAQ,False,,24456139,0035o000004QLsIAAW,0015o000004zTVUAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: SHANE HILLMAN 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H7567
PHONE: 1 902-870-7629 
EMAIL: shane.hillman@agc.ia.ca
 
ISSUE: 
User is trying to register for workspace
 
AUTHENTICATION (If Required):
KB0020858 - passed authentication
December rotating Questions
 
FINDINGS:
User has a user id but does not have access due to the password. 
 
TROUBLESHOOTING/RESOLUTION:
Reset ISAM password and sent a link for user to sign in and reset password link
User was able to log in and reset the password for User ID
I directed user to the Workspace page where they were able to successfully register for their account.
 
EMAIL:
 
--------------------------------------***DDS 12/11/2025***--------------------------
Hello Shane,
Thank you for contacting Workspace Support about registration for a workspace account.
On the call today, I assisted you with resetting your User ID password which gave you access to register on the workspace site for an account. On the call , you confirmed that you were successfully able to register for Workspace.
If you have any questions, please let me know.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 10:37 AM
To: shane.hillman@agc.ia.ca
Subject: User ID Password Reset - 24456139
Hello Shane, 
Please visit the link below to reset your User ID password:
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
User ID: hillman90@clext
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-11T15:45:47.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T15:35:24.000+0000,005OH00000BGf2TYAT,2025-12-11T15:45:47.000+0000,005OH00000BGf2TYAT,2025-12-11T15:45:47.000+0000,(902)870-7629,,shane.hillman@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbeiZYAQ,False,,24459224,0030A0000029ZmTQAU,0010A000002vz0rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1285,Medium,"User is not able to sign into Workspace- error message stating account is locked. 
KB0020563 - KB0020858 - Authentication (rotation 2) - reset temporary password with user
Call cut (could not hear user/nor could they hear me) - called back 
User still received error message 1285 but had to leave for a meeting. 

Email: gwardrop@greenprivatewealth.com 
Code: 97222
Code: C4783
Code: E1405
Phone: 289-242-4292 

**********************************************************
Good morning, Graham

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!

I am sorry we were not able to fix your issue to sign into Workspace today. Please give us a call when you are available and we can troubleshoot to get you logged into your Workspace account. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T16:38:21.000+0000,False,False,005OH00000BG5v4YAD,2025-12-11T16:27:17.000+0000,005OH00000BG5v4YAD,2025-12-11T16:57:42.000+0000,005OH00000BG5v4YAD,2025-12-11T16:57:42.000+0000,(905)319-8977X2108,,gwardrop@greenprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbf9uYAA,False,,24459126,003OH00000Bv9l0YAB,001G000000urN6bIAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Jordan,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
SVCMPWKW4N

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Jordan,

Please find the attached file of the requested list of clients, plans and their current KYC status on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Shawn R. Windrem
Code: 9917-37518/37967/A3150/A0975

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to jordan.balogh@wfgi.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-11T16:25:32.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T16:25:32.000+0000,005OH0000071DK9YAM,2025-12-11T16:25:32.000+0000,005OH0000071DK9YAM,2025-12-11T16:25:32.000+0000,(306) 343-9463,,jordan.balogh@wfgi.ca,(306) 244-0059,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbfcxYAA,False,,24457188,003OH00000J3b6aYAB,001OH00000NLpP4YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quadrus Clients On CapIntel,Medium,"NAME: MARC MAINVILLE 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 20146
PHONE: 1 346-293-7283 
EMAIL: marc@clearviewwm.ca 
 
ISSUE: 
User is having trouble seeing quadrus clients on capIntel
 
 
FINDINGS:
We do not have much informtion on quadrus/capintel 
 
TROUBLESHOOTING/RESOLUTION:
Advised user to contact quadurs directly for support at 1-888-532-3322 
 
EMAIL:
 
--------------------------------------***DDS 12/11/2025***--------------------------
Hello Marc,
Thank you for contacting Workspace Support about accessing your Quadrus clients through CapIntel. 
As mentioned on the call, Workspace support does not have much access to information on CapIntel so for this inquiry, please visit CapIntel website at https://www.capintel.com/contact to request support through a chat or you can contact your Regional Sales representative, Mackenzie Cooke. You can reach them at:
Email
mackenzie.cooke@canadalife.com
Phone
647-598-5249
Mobile
6134157908
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-11T16:19:22.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T15:52:42.000+0000,005OH00000BGf2TYAT,2025-12-11T16:19:22.000+0000,005OH00000BGf2TYAT,2025-12-11T16:19:22.000+0000,(613)266-0850,,marc@clearviewwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbgcFYAQ,False,,24460575,0030A0000029lyMQAQ,0010A000002w90eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:47:35.000+0000,False,False,00516000007Qeg2AAC,2025-12-11T16:47:35.000+0000,00516000007Qeg2AAC,2025-12-11T16:47:35.000+0000,00516000007Qeg2AAC,2025-12-11T16:47:35.000+0000,(905)474-2597,416 948 4325,nancy@michaeljlinks.com,(905)944-0051,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbgkJYAQ,False,,24458536,003OH00000IL8LCYA1,001OH00000MWbPlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:15:44.000+0000,False,False,005OH000005URvxYAG,2025-12-11T16:15:44.000+0000,005OH000005URvxYAG,2025-12-11T16:15:44.000+0000,005OH000005URvxYAG,2025-12-11T16:15:44.000+0000,(780)618-6329,,tom.plocica@ts-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbhTVYAY,False,,24457519,003OH00000HXRqrYAH,001OH00000Lb7ckYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User kept receive the page is not available when trying to sign in after accepting authentication. 
Logmein- clear cookies and caches (DDS SharePoint) 

Email: imran@rubachwealth.com 

***********************************************************************
Good morning, Imran

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!
 
I'm glad I was able to assist you with troubleshooting by clearing your cookies and cache, so you can successfully sign into Workspace. 
 
As a recap to clear cookies and cache you want to follow these steps:
1.	Select three dots in the top right-hand corner and then ‘Settings’ 
2.	Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3.	Change ‘Time Range’ to ‘All Time’
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T16:07:01.000+0000,False,False,005OH00000BG5v4YAD,2025-12-11T15:58:32.000+0000,005OH00000BG5v4YAD,2025-12-11T16:07:01.000+0000,005OH00000BG5v4YAD,2025-12-11T16:07:01.000+0000,(905)334-6579,,imran@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbhYPYAY,False,,24462441,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:17:52.000+0000,False,False,0055o000002KxaMAAS,2025-12-11T17:17:52.000+0000,0055o000002KxaMAAS,2025-12-11T17:17:52.000+0000,0055o000002KxaMAAS,2025-12-11T17:17:52.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbiESYAY,False,,24459719,0030A0000029buRQAQ,0010A000002w0kZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:34:30.000+0000,False,False,0055o000001NWfMAAW,2025-12-11T16:34:30.000+0000,0055o000001NWfMAAW,2025-12-11T16:34:30.000+0000,0055o000001NWfMAAW,2025-12-11T16:34:30.000+0000,(416)509-1509,,mona_mengi@yahoo.com,(905)956-6233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbiZEYAY,False,,24460932,0030A0000029hijQAA,0010A000002w5YfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:52:57.000+0000,False,False,00516000007Qeg2AAC,2025-12-11T16:52:57.000+0000,00516000007Qeg2AAC,2025-12-11T16:52:58.000+0000,00516000007Qeg2AAC,2025-12-11T16:52:58.000+0000,(905)736-0204,,sylvio@afs1992.onmicrosoft.com,(905)732-0204,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbk81YAA,False,,24460934,0030A000007F2JwQAK,0010A00000862gqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:53:00.000+0000,False,False,0055o000001NWfMAAW,2025-12-11T16:53:00.000+0000,0055o000001NWfMAAW,2025-12-11T16:53:00.000+0000,0055o000001NWfMAAW,2025-12-11T16:53:00.000+0000,(416)709-9250,,sukoonfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hblqTYAQ,False,,24462326,0030A0000029orqQAA,0010A000002wBSMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:16:04.000+0000,False,False,005OH00000BfjndYAB,2025-12-11T17:16:04.000+0000,005OH00000BfjndYAB,2025-12-11T17:16:04.000+0000,005OH00000BfjndYAB,2025-12-11T17:16:04.000+0000,(604)703-7615,,sgillespie@envisionfinancial.ca,(604)703-7638,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbm3KYAQ,False,,24458455,003OH00000M98OKYAZ,001OH00000Qurm6YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica email update,Medium,"*****DDS**** 12/11/2025
User's email updated. KB0021888


*****EMAIL CHAIN*****
Hello Darshit, 

      It was a pleasure assisting you today. As discussed, the call you received today came from the workspace support department, we were trying to get you authorized and email we have on file for you also updated. That has now been updated. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T16:39:03.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T16:14:29.000+0000,005OH00000BFQFHYA5,2025-12-11T16:39:03.000+0000,005OH00000BFQFHYA5,2025-12-11T16:39:03.000+0000,(647)679-0071,,darshitshah@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hboMvYAI,False,,24463158,0030A00000A49EEQAZ,0010A0000031774QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-e-benefit,Medium,"user request a reset of her e-benefit platform.
KB0023253
responded to user
email============================================================================
Hello Sue,

Thank you for reaching out to Workspace Support. 

Unfortunately at Workspace Support we are equipe to assist with E-Benefit system.

Please reach out to then directly on the 1-800-565-4066, for assistance on you reset.

If you required any further assistance, feel free to reach us back.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: Sue Evel <sevel@ewfp.ca> 
Sent: December 9, 2025 2:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] e-benefit

I am unable to get into the e-benefit platform under my direct code W1066. Can I get a reset please? Thanks, Sue Susan Evel, BA, CFP® Edgewater Financial Products (1778324 Ontario Inc. ) Investment Representative (905) 928-7011 Book A Time
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am unable to get into the e-benefit platform under my direct code W1066. Can I get a reset please?
Thanks,
Sue

Susan Evel, BA, CFP®
Edgewater Financial Products (1778324 Ontario Inc.)
Investment Representative
(905) 928-7011

Book A Time With Me:
https://outlook.office365.com/owa/calendar/SueEvel@ewfp.ca/bookings/

  
 
 
This email, including any attachments, is confidential and intended solely for the use of the recipient to whom it was addressed. If received in error, do not copy or distribute this email. Please notify us immediately by replying to the sender and delete this email. Thank you. Despite every precaution we take, we are not responsible for loss or damage caused by any virus present.",True,2025-12-19T19:33:31.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-11T17:28:58.000+0000,005OH00000AZ3ZxYAL,2025-12-19T19:33:32.000+0000,005OH00000AZ3ZxYAL,2025-12-19T19:33:32.000+0000,9059287011,,sevel@ewfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbp1EYAQ,False,,24459789,0030A0000029f4yQAA,0010A000002w3J8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support does not have to correct advisor code.
*************
Hi Renee,

Thank you for giving us a call, I could not locate your advisor Corinne with the code provided. If possible, we would need to confirm the correct Canada life advisor codes. Once you have confirmed the code an agent would be more than happy to assist.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T16:51:22.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T16:35:30.000+0000,005OH00000BFQFCYA5,2025-12-11T16:51:22.000+0000,005OH00000BFQFCYA5,2025-12-11T16:51:22.000+0000,(514)620-0051X132,,corinne.laflamme@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbpMBYAY,False,,24460334,0030A0000029ci2QAA,0010A000002w1LsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:44:00.000+0000,False,False,0055o000002DK5fAAG,2025-12-11T16:44:00.000+0000,0055o000002DK5fAAG,2025-12-11T16:44:00.000+0000,0055o000002DK5fAAG,2025-12-11T16:44:00.000+0000,(905)796-1219,,tom@allainmalik.com,(905)450-6962,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbppMYAQ,False,,24461303,003OH00000YdsGKYAZ,001OH00000hxHE9YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password Reset/access,Medium,"*** DDS DEC/15/2025 ***
Got an email from CL technology program confirming that llext has been set up
We would need to reset password for LL20444@llext to give user access
Emailed user to confirm callback time
*also advised they can call us and an agent will be able to assist.
******
NAME: ASHLEY DESCHENES 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: LL20444/F8128 
PHONE: +17805454615 
EMAIL: ashley@belay.ca 
 
ISSUE: 
User is having trouble resetting their password for product illustrations.
 
AUTHENTICATION (If Required):
KB0020858 - Caller passed their authentication
 
FINDINGS:
Need to resset the ISAM password from our end to allow access for user to reset on their end.’
I found that user is missing the llext extenstion for their LL number on file
I reset the password for the clext extenstion that I see on ISAM
 
TROUBLESHOOTING/RESOLUTION:
Reset the ISAM password and sent link to user to access the user ID
User is still having trouble accessing product illustrations (suspect is due to missing llext)
Called assist desk.
Escaled through email to CL tech program
Will follow up with user when I get an update



EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
Hello Ashley,
Thank you for your patience while we worked to resolve you Product Illustration access issue.
I just got an update from out technical solutions team confirming that they have set up your llext access for you. To complete the setup process, we would need to speak to you over the phone and assist you with resetting the password.
Please confirm the best time and phone number that I can reach you at to assist you with this or you can call our phone number 1-888-999-4516 at your earliest convenience and give the case number 24461303, and an agent will be happy to assist you with this.
Thank you.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


--------------------------------------***DDS 12/11/2025***--------------------------
Hello Ashley,
This is just a quick follow up email to confirm the details of our conversation.
As mentioned during the call, I have forwarded an email to our technology program services team to give you access to your ll extension and access to product illustration. 
Once I get an update from them, I will confirm a good time to call you back so we can complete resetting your password to give you access.
Thank you for your patience while we work on this for you.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 12:05 PM
To: DesChenes, Ashley <ashley@belay.ca>
Subject: Product Illustration Password Reset - 24461303
Hello Ashley,
Thank you for contacting Workspace Support about resetting your password for Product Illustration.
Please visit this link and sign in with your user id and temporary password provided during the call to reset your password.
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-11T17:23:58.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T16:58:46.000+0000,005OH00000BGf2TYAT,2025-12-15T14:16:47.000+0000,005OH00000BGf2TYAT,2025-12-15T14:16:47.000+0000,(780)545-4615,,ashley@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbqJuYAI,False,,24460715,0030A00000A0XW0QAN,0010A00000AZhqAQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS***** 12/11/2025
User wanted to register for workspace but did not have registration letter, referred user to DM


******email chain*****

Hello Anthony, 

         Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to @Distribution Methodology to get your registration letter. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T16:54:57.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T16:49:55.000+0000,005OH00000BFQFHYA5,2025-12-11T16:57:11.000+0000,005OH00000BFQFHYA5,2025-12-11T16:57:11.000+0000,(289)208-7394,,tony.leith@terracottawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbqrkYAA,False,,24459507,003G0000018f7FHIAY,0010A000002wPK4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Rob,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
IQ9AYNU2D9

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Rob,

Please find the attached file of the requested list of clients, plans and their current KYC status on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

As a reminder, this requested report's purpose is to provide you with the current KYC status for all of your clients holding mutual funds. 

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Rob Kloosterman
Code: 28669

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to rob@uncovertherisk.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-11T16:31:34.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T16:31:34.000+0000,005OH0000071DK9YAM,2025-12-11T16:31:34.000+0000,005OH0000071DK9YAM,2025-12-11T16:31:34.000+0000,(705)742-7475,(905) 443-0227,rob@uncovertherisk.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbrSsYAI,False,,24460089,003OH00000M97ImYAJ,001OH00000QujCCYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/11*
----------------
Tony fehr
p4852
im not sure if im registered yet, thought i had registered, getting my workspace set up,
tried to register again and it failed 
user has already registered they just need to complete activation.
having issues with the primerica inbox
taking a long time and the verification code is invalid when it arrives. 
warm tfer to L2
*email*
----------------",True,2025-12-19T16:57:11.000+0000,False,False,005OH000001yNnaYAE,2025-12-11T16:40:11.000+0000,005OH000008919xYAA,2025-12-19T16:57:11.000+0000,005OH000001yNnaYAE,2026-02-19T16:26:17.000+0000,(519)200-9536,,tfehr@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbrcaYAA,False,,24462068,0030A0000029iovQAA,0010A000002w6RuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign onto their workspace.
************
Hi Ryan  , thank you for contacting the workspace support today.
To recap our call, we tried resetting your password as you were having some troubles into workspace. You were able to confirm after restarting your system you finally received the reset password link and can sign onto your account


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T17:21:35.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T17:11:34.000+0000,005OH00000BFQFCYA5,2025-12-11T17:35:35.000+0000,005OH00000BFQFCYA5,2025-12-11T17:35:35.000+0000,(506)857-8055,(506) 650-6992,jon.duplessis@ig.ca,(506)858-9368,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbs2HYAQ,False,,24458510,0031600002cIy4oAAC,0010A000005BU0aQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:15:18.000+0000,False,False,0050A000000WjqvQAC,2025-12-11T16:15:18.000+0000,0050A000000WjqvQAC,2025-12-11T16:15:19.000+0000,0050A000000WjqvQAC,2025-12-11T16:15:19.000+0000,(613)548-1884,(647) 248-5821,andrew@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbsS7YAI,False,,24460083,003G0000018f7FfIAI,0010A000002wPKSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:40:07.000+0000,False,False,005OH000002N6huYAC,2025-12-11T16:40:07.000+0000,005OH000002N6huYAC,2025-12-11T16:40:08.000+0000,005OH000002N6huYAC,2025-12-11T16:40:08.000+0000,(418)540-3156,(418) 540-3156,audrey@sfgauthier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbuAYYAY,False,,24459377,003OH00000M97LqYAJ,001OH00000QumL1YAJ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Primerica Workspace Registration failed,Medium,"Primerica user registered with the wrong email
Update their email in SF",False,,False,False,005OH000001yMujYAE,2025-12-11T16:29:35.000+0000,005OH000001yMujYAE,2025-12-11T16:30:12.000+0000,005OH000001yMujYAE,2025-12-11T16:30:12.000+0000,(905)627-4704,,pkiely@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yMujYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbuthYAA,False,,24458989,0030A0000029oWMQAY,0010A000002wB9XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"TIMOTHY CHARLES MITCHELL

Advisor needed help for changing their verification method on salesforce authenticator. I help them to enable notifications on their salesforce authenticator. Also provided them steps how to login from their mobile device.

Hello Timothy,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you needed assistance with workspace login. You were having trouble with salesforce authenticator. You shared your screen with me and then I help you to change the verification method. We enabled the notification in the salesforce authenticator. You were able to login successfully from your laptop. In the future, you must approve the request from salesforce authenticator to sign in. Also, you wanted to learn how to login from phone. I provided you the steps for logging in from your mobile device.  

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello Timothy,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you needed assistance with workspace login. You were having trouble with salesforce authenticator. You shared your screen with me and then I help you to change the verification method. We enabled the notification in the salesforce authenticator. You were able to login successfully from your laptop. Then you wanted to learn how to login from phone. I provided you the steps for logging in from your mobile device.  

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T17:26:30.000+0000,False,False,005OH00000BFiyTYAT,2025-12-11T16:23:26.000+0000,005OH00000BFiyTYAT,2025-12-11T17:26:30.000+0000,005OH00000BFiyTYAT,2025-12-11T17:26:30.000+0000,(416)595-1441,(416) 723-1441,tim@mitchellfinancial.ca,(416)595-8272,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbwHIYAY,False,,24463895,0030A0000029nn3QAA,0010A000002wAasQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:40:08.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T17:40:08.000+0000,005OH00000BfonJYAR,2025-12-11T17:40:08.000+0000,005OH00000BfonJYAR,2025-12-11T17:40:08.000+0000,(250)953-6818,(250) 953-6818,bryce@littleanddavies.com,(250)953-6828,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbwSTYAY,False,,24459269,003OH00000M94kYYAR,001OH00000Qur83YAB,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH0000064XtBYAU,2025-12-11T16:28:07.000+0000,005OH0000064XtBYAU,2025-12-11T16:28:08.000+0000,005OH0000064XtBYAU,2025-12-11T16:28:08.000+0000,(519)317-8045,,rhoggard@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbwSdYAI,False,,24463574,0030A0000029adkQAA,0010A000002vzjWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:34:53.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T17:34:53.000+0000,005OH00000BfonJYAR,2025-12-11T17:34:53.000+0000,005OH00000BfonJYAR,2025-12-11T17:34:53.000+0000,(604)467-5211,(778) 242-2334,kathy.blom@ipcsecurities.com,(604)467-8985,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbxuvYAA,False,,24463290,0031600002EU1m8AAD,0010A000002wNBmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/5*
----------------
JAMIE JOHNSON
Jamie Johnson
f1077
b9767
trying sign into Workspace, requesting authentication, got a new phone, 
disconnected the old authenticator 
walked through setting up the new app
advised that CRM data is just extra notes that were added to the clients records but everything needed to service clients is still in Workspace like their basic information and any associated product information


*email*
----------------
Good afternoon Jamie, 

Thank you for contacting the Workspace Support Team with your multifactor and CRM inquiries. 

You wanted to log into Workspace but had received a new phone and wanted some help registering the new device, you also had some CRM questions about the nature of what the CRM data was. We were able to disconnect your old authenticator app and help you register the new one successfully. Then you wanted to know more about CRM, CRM is just the additional notes or files that used to be part of the client’s profile in Workspace. The product information and basic client information like DOB, any products, addresses will still be available to you in Workspace like it always was. CRM was more focused around notes and files that were not tied to a specific product and can literally be about anything relevant to a client that was in and above the basic client and product information. If you have questions or concerns, please reply to this email.

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T18:41:15.000+0000,False,False,005OH000008919xYAA,2025-12-11T17:30:39.000+0000,005OH000008919xYAA,2025-12-11T18:41:15.000+0000,005OH000008919xYAA,2025-12-11T18:41:15.000+0000,(514)913-3671,(514) 913-3671,jamie@inspirefinancials.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbyAwYAI,False,,24460218,003G0000018f6jGIAQ,0010A000002wOjUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:42:07.000+0000,False,False,0050A000000WjqvQAC,2025-12-11T16:42:07.000+0000,0050A000000WjqvQAC,2025-12-11T16:42:07.000+0000,0050A000000WjqvQAC,2025-12-11T16:42:07.000+0000,(613)735-1500,(613) 585-1500,dave@theinsuranceman.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbyipYAA,False,,24460241,0030A0000029phNQAQ,0010A000002wC5TQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:42:31.000+0000,False,False,0055o000001NWfMAAW,2025-12-11T16:42:31.000+0000,0055o000001NWfMAAW,2025-12-11T16:42:31.000+0000,0055o000001NWfMAAW,2025-12-11T16:42:31.000+0000,(647)880-1865,905 512 9824,jrnavera@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbyqvYAA,False,,24462444,0030A0000029mpQQAQ,0010A000002w9m6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:17:54.000+0000,False,False,005OH00000BfjndYAB,2025-12-11T17:17:54.000+0000,005OH00000BfjndYAB,2025-12-11T17:17:54.000+0000,005OH00000BfjndYAB,2025-12-11T17:17:54.000+0000,(250)564-0262,(250) 961-2721,brian@girardfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbzJxYAI,False,,24463469,003G0000018f6e4IAA,0010A000002wOc6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Rate of Return,Medium,"**WRS Email Thread** Dec 11-16 2025
Good Day Donna,

Kindly note that I was not available during the mentioned time of this message. Please note our team would require additional information on why you think the reports do not appear to be accurate. 

As you know, the Rate of Return calculation used in Investment Centre is complex. We are unable to make a calculation by hand when it comes to the data used.

 

Could you provide us with an explanation to further investigate what the issue could be. Once we have further context, our team could set up a meeting with you to ensure all data is correct.

Thank you for your understanding, we look forward to your message.
Wilfredy Folgar Lemus
Sr. Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-999-4516 
E: Wilfredy.Lemus@canadavie.com  
Hours: 9am-5pm 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Donna Drummond <d.drummond@rockcliffewealth.com> On Behalf Of G Piper
Sent: December 12, 2025 11:26 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Rockcliffe Wealth Advisors (George Piper) <g.piper@rockcliffewealth.com>; Beaulieu, Julia <Julia.Beaulieu2@canadalife.com>
Subject: [EXT] RE: Frances Wiggins ID 688037905 - Case 24463469

Good morning Wilfredy, Please contact the Advisor on Tuesday, December 16, to discuss the reporting, return and calculation. He can be reached at 613-422-7852 x323 between 12: 00 pm – 1: 00 pm. The reports do not appear to be accurate. Thank you. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Wilfredy,

Please contact the Advisor on Tuesday, December 16, to discuss the reporting, return and calculation.  He can be reached at 613-422-7852 x323 between 12:00 pm – 1:00 pm.  The reports do not appear to be accurate. 

Thank you.

Sincerely,
Donna Drummond
Client Service Manager
Rockcliffe Wealth Advisors Inc.
613.422.7852 x321

Marketing Associate
Quadrus Investment Services Ltd.

Confidential Client Document Upload Link Available.
Secure Mailbox available onsite for letter size envelopes 8:00 am – 6:00 pm; 
Rockcliffe Wealth Advisors Inc., 101-2460 Lancaster Road, Ottawa ON  K1B 4S5

From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: December 11, 2025 12:34 PM
To: Donna Drummond <d.drummond@rockcliffewealth.com>
Cc: G Piper <g.piper@rockcliffewealth.com>; Beaulieu, Julia <Julia.Beaulieu2@canadalife.com>
Subject: RE: Frances Wiggins ID 688037905 - Case 24463469

Good Day Donna,

I understand that the advisor would like the rate of return displayed in the Enhanced Portfolio Summary report to be adjusted. 

Kindly note that our team would appreciate further clarification on why the advisor believes there is an issue with the annualized rate of return.

As you may be aware, the Enhanced Portfolio Summary includes two different return metrics:

•	Cumulative Rate of Return: Represents the total return on investment over an entire period. In this case, from inception to the selected end date.
•	Annualized Rate of Return: Reflects the average annual return on investment per year.

The annualized rate of return is calculated by dividing the cumulative rate of return by the total number of years invested, thereby providing an annualized average.

Please let us know the specific concerns regarding this calculation so we can assist further.

I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.







From: Donna Drummond <d.drummond@rockcliffewealth.com> 
Sent: December 9, 2025 3:38 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Rockcliffe Wealth Advisors (George Piper) <g.piper@rockcliffewealth.com>; Beaulieu, Julia <Julia.Beaulieu2@canadalife.com>
Subject: [EXT] Frances Wiggins ID 688037905

Donna Drummond (d.drummond@rockcliffewealth.com) has sent you a protected message. 
 

Read the message



Learn about messages protected by Microsoft Purview Message Encryption. 

Privacy Statement 


Learn More on email encryption. 
Microsoft Corporation, One Microsoft Way, Redmond, WA 98052",True,2025-12-11T17:33:10.000+0000,False,False,005OH000002iN7rYAE,2025-12-11T17:33:10.000+0000,005OH000002iN7rYAE,2025-12-16T18:51:44.000+0000,005OH000002iN7rYAE,2025-12-16T18:51:44.000+0000,(613)422-7852,,g.piper@rockcliffewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hbzq9YAA,False,,24459817,003G0000018f6xeIAA,0010A000002wP0IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Desktop,Medium,"Caller Name: JOSEPH FLYNN (Joe)
Advisor or support staff: Advisor 
Advisor Code: LL35363/F3826 AND F6546
Advisor Name: JOSEPH FLYNN 	
Phone: 
Email: joe@aiimfinancial.ca		
Siebel verification: completed
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: completed
Issue: has a premium vacation quote. needs the old Product Illustration desktop version.

FINDINGS: ll35363@llext is active. 

RESOLUTION: did a log me in session, he had the old version, had him download the latest version.
followed KB0023420. ll35363@llext is active and tied to current email.
no permissions seen in groups but as we can't see the londonlife we won't know for sure (previously explained to me by Jeremie)
followed KB0020858 , re-set the isam password, gave him the temp one had him create his own password now
then he was able to sign into Product Illustration. had him sign out/back in again to test with success.


--------------------------------------***DDS  12/11/2025***--------------------------
Hello Joe,

Thanks for contacting Workspace Support today.

As discussed, you needed access to Product Illustrations Desktop application and when attempting to sign in, you were not successful.

During our log me in session, we noticed you had the older version, I had you download the latest version.

We then had you re-set your password for your User ID ll35363@llext and you were able to access Product Illustrations now.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-11T17:06:18.000+0000,False,False,005OH00000AUS7aYAH,2025-12-11T16:35:51.000+0000,005OH00000AUS7aYAH,2025-12-11T17:06:18.000+0000,005OH00000AUS7aYAH,2025-12-13T02:02:38.000+0000,(416)953-2997,(416) 953-2997,joe@aiimfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc0MQYAY,False,,24459995,0030A000002w8WkQAI,0015o000006CcM9AAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Rhianne,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
R9RT8YTL49

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Rhianne,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Adam McKay
Code: 24088

Request 2:
Advisor: John McKay
Code: 09086

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to rhianne@mckayandassociatesfinancial.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-11T16:38:53.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T16:38:53.000+0000,005OH0000071DK9YAM,2025-12-11T16:38:53.000+0000,005OH0000071DK9YAM,2025-12-11T16:38:53.000+0000,(416)491-1771,,rhianne@mckayandassociatesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc0PkYAI,False,,24465344,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,DSFA HTTP Error 403 forbidden message.,Medium,"***DDS*** 12/11/25
Name: Gavin Jung
Phone:
Agent code: B1514
Reference: KB0022494 

Hi Gavin,

Thank you for contacting the Workspace support group we would be happy to assist you regarding HTTP Error 403 forbidden message.

Please confirm if you are using a bookmark to go to the DSFA login or are you logging into your MGA Workspace then clicking on the DSFA tile?   If you are using a bookmark, please try logging into workspace first then manually select the DSFA tile.   If that still fails please clear cache & cookies on the web browser close all tabs, then reopen a NEW tab and log back into Workspace and click on the DSFA tile.

If that fails please try using a different Web browser to test.  ie, if you are using Google Chrome, try Microsoft Edge

How to clear Cache and Cookies data on Google Chrome:
 
Instructions
1.	Open the Google Chrome browser
2.	Select the 3 vertical dots in the top right-hand side of the browser

 
 
 
 
1.	Find the section called Privacy and Security and select Clear browsing data
 
 
 
 
 
 
1.	Ensure that Time Range is set to All Time, and the 2 checkmarks are in Cookies and other site data and Cached Images and Files.
 
 
 
1.	Please close and relaunch the browser.
 
 
How to clear Cache and Cookies data on Edge:
 
1.	Select three dots in the top right-hand corner and then ‘Settings’.
2.	Choose Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’.
3.	Change ‘Time Range’ to ‘All Time’.
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Select ‘Clear Now’.
 
  
 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chouhan, Mandy <mandy.chouhan@canadalife.com> 
Sent: December 10, 2025 4:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Gavin Jung <gavinjung1@outlook.com>
Subject: Workspace DFSA Access
Importance: High

Hello Team,

Gavin is experiencing issues accessing DSFA and managing his client’s account through Workspace. Could you please assist him?

Below is the error message he receives when attempting to access DSFA:
 

Advisor Information:
Name: Gavin Jung
Email: gavinjung1@outlook.com

Thank you for your support!

Mandy Chouhan (She/Her)
Regional Sales Representative | Wealth Management
mandy.chouhan@canadalife.com  |  403-777-1621",True,2025-12-11T18:02:33.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T18:02:33.000+0000,005OH00000BGeeHYAT,2025-12-11T18:02:33.000+0000,005OH00000BGeeHYAT,2025-12-11T18:02:33.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc0WDYAY,False,,24462493,0030A0000029f4yQAA,0010A000002w3J8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"ASA does not a profile created yet refer to contracts&compensation@canadalife.com. educate ASA to reach out to distribution_methodology@canadalife.com once profile is created for the activation code.
===================================================

Hi Renne,

Thank you for contacting the workspace support about registering to workspace.

We have identified that you do not have a profile created yet therefore your advisor may need to send a request to contracts&compensation@canadalife.com for your profile to be created. Once profile is confirmed, please reach out to distribution_methodology@canadalife.com for the activation code to be generated as you need it for you to create your user id/RepNet for you to register to workspace. Please understand that this process needs to be taken cared off for you to register to workspace successfully.

We appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T17:35:31.000+0000,False,False,005OH00000BFPZHYA5,2025-12-11T17:18:33.000+0000,005OH00000BFPZHYA5,2025-12-11T17:42:47.000+0000,005OH00000BFPZHYA5,2025-12-11T17:42:47.000+0000,(514)620-0051X132,,corinne.laflamme@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc2OEYAY,False,,24462983,0030A00000BnHKNQA3,0010A00000CNkgMQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****01/05/26 

Sent FU email to user to inform their user ID has been reactivated - user will contact us if they need assistance setting up MFA

****DDS****12/11/25 

User requested email address change for WS access - Authenticated user as per KB0021888
User's SF account shows not active - sent an email to AN Digital to verify offboarding request or a re-registration as the user now has an active code 
============================================================================================= 
 
****Email Chain****

Bonjour Carl,

Nous nous excusons pour le retard dans la réponse. En raison d’un volume élevé de courriels en attente, nous n’avons pas pu répondre plus tôt. Nous apprécions votre patience et compréhension.

L’équipe Niveau 2 vient de confirmer que le problème d’accès sur Espace Affaires a été résolu. Vous devez juste lier un authentificateur a votre compte pour avoir accès. Nous serons ravis de vous aider avec ceci par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: CL Workspace Support 
Sent: December 11, 2025 11:17 AM
To: cboileau@groupedcb.com
Subject: Changement d'adresse - Cas 24462983

Bonjour Carl,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant l’inscription sur la plateforme

Lors de notre appel, nous avons utilisé LogMeIn pour vous assister à réinitialiser votre mot de passe pour votre nom d’utilisateur CBOILEAU. Ensuite nous avons changé votre adresse courriel de carl.boileau@torrus.ca  à Carl.Boileau@ig.ca. Comme mentionné tout a l’heure, j’ai envoyé la requête au Soutien Technique Niveau 2 et je vous tiendrai au courant dès qu’il y aura du nouveau.

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T17:26:24.000+0000,False,False,005OH0000097FtCYAU,2025-12-11T17:26:24.000+0000,005OH0000097FtCYAU,2026-01-05T19:32:50.000+0000,005OH0000097FtCYAU,2026-01-05T19:32:50.000+0000,(514)822-4270,(514) 865-4282,carl.boileau@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc2T6YAI,False,,24461253,0030A0000029j67QAA,0010A000002w6f4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS**** 12/11/2025
Asa needed assistance with registration but TPA access was rejected. Advised user on next steps. 

ref: KB0017372


******email chain*****
Hello Vitra, 

    It was a pleasure assisting you today, as discussed tpa was rejected. So, we cannot proceed with registration. First step would be to have the advisor complete the TPA form https://www.acp.canadalife.com/content/dam/advisors/secure/documents/compensation/en_ca/mga-na/third-party-access-form.pdf. If you already completed the form, you can try reaching out to distribution_methodology@canadalife.com for the registration letter. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T17:11:47.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T16:57:55.000+0000,005OH00000BFQFHYA5,2025-12-11T17:11:48.000+0000,005OH00000BFQFHYA5,2025-12-11T17:11:48.000+0000,(416)561-8234,,zak.goldman@mnp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc2uYYAQ,False,,24463308,0030A0000029aS6QAI,0010A000002vzamQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace access.,Medium,"***DDS*** 12/11/25
Name: Tanya Wilson
Phone:
Agent code: E0644

Hello Tanya,

Thank you for contacting the Workspace support group regarding Workspace access.

Our records shows that you have successfully logged into your MGA Workspace yesterday.

Please confirm if everything is ok now?

Otherwise for immediate support, please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 10, 2025 2:18 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: Online Rep Access 

Hi team,

Can you please assist on the below request regarding Workspace access issues for Tanya Wilson?

It looks like Tanya is having issues with accessing her Workspace. Her User ID is TANYAWILSON@clext.

Thank you, 

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Mallory Pearson <mallory.pearson@wellington-altus.ca> 
Sent: December-10-25 12:25 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] FW: Online Rep Access 

Hello, We urgently need assistance getting our online rep access back so we can pull a client’s statement. Thank you. Mallory Pearson, B. Comm, CFP® Associate Financial Planner Gold Seal Financial Group Wellington-Altus Private Wealth
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

We urgently need assistance getting our online rep access back so we can pull a client’s statement. Thank you.

Mallory Pearson, B.Comm, CFP®
Associate Financial Planner

Gold Seal Financial Group
Wellington-Altus Private Wealth Inc.
 	Office: 236.499.1215

 	Email: mallory.pearson@wellington-altus.ca

 	Web: goldsealfinancialgroup.com

 	Address: 34 - 1480 Foster Street Suite 34, White Rock Square, White Rock BC  V4B 3X7

    	 


From: Mallory Pearson 
Sent: Tuesday, December 9, 2025 9:59 AM
To: 7001@canadalife.com
Subject: Online Rep Access 

Hello,

Tanya Wilson’s online rep access doesn’t seem to work anymore. Would you assist us in resetting this? Let us know what additional details are needed. Thank you.

Mallory Pearson, B.Comm, CFP®
Associate Financial Planner

Gold Seal Financial Group
Wellington-Altus Private Wealth Inc.
 	Office: 236.499.1215

 	Email: mallory.pearson@wellington-altus.ca

 	Web: goldsealfinancialgroup.com

 	Address: 34 - 1480 Foster Street Suite 34, White Rock Square, White Rock BC  V4B 3X7",True,2025-12-11T17:30:53.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T17:30:53.000+0000,005OH00000BGeeHYAT,2025-12-11T17:37:06.000+0000,005OH00000BGeeHYAT,2025-12-11T17:37:06.000+0000,(604)802-7897,(604) 802-7897,tanya.wilson@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc3IjYAI,False,,24462625,0030A0000029XQwQAM,0010A000002vx0vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA password reset and MFA setup,Medium,"******DDS**** 12/11/2025
User needed assistance accessing workspace. DDS authenticated and assisted user with a password reset. 

ref: KB0021888, KB0016709

*****EMAIL CHAIN******

Hello Gaetano, 

       It was a pleasure assisting you with your password reset and mfa set up today. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T18:05:41.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T17:20:38.000+0000,005OH00000BFQFHYA5,2025-12-11T18:05:41.000+0000,005OH00000BFQFHYA5,2025-12-11T18:05:41.000+0000,(416)725-7274,,glomonaco@ferrariinsurance.ca,(905)856-9133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc3QkYAI,False,,24460487,003G000001ZfZd9IAF,0010A000002wSpdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Tasha,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
EDT9UY3PIY

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Tasha,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Tasha Howe
Code: 32589

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to tasha@lafc.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-11T16:46:08.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T16:46:08.000+0000,005OH0000071DK9YAM,2025-12-11T16:46:08.000+0000,005OH0000071DK9YAM,2025-12-11T16:46:08.000+0000,(613)354-2726,(613) 929-7669,tasha@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc4HzYAI,False,,24463152,0030A0000029l1HQAQ,0010A000002w8ELQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:28:56.000+0000,False,False,005OH00000BfjndYAB,2025-12-11T17:28:56.000+0000,005OH00000BfjndYAB,2025-12-11T17:28:56.000+0000,005OH00000BfjndYAB,2025-12-11T17:28:56.000+0000,(604)703-7694,(604) 996-1697,rjordan@envisionfinancial.ca,(604)703-7638,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc5AqYAI,False,,24462713,0030A0000029hr1QAA,0010A000002w5eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - MFA,Medium,"User can not locate the MFA they set up on their Edge browser yesterday. 
Logmein - to assist user

Code: 70540
Email: jaha2363victoria@gmail.com 

************************************************************************
Good afternoon, Jane

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace authenticator!

As a reminder your authenticator for Workspace is on your Chrome browser. It is located on the top right of your screen; I provided a screenshot below of how the icon looks like. 
 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T17:32:56.000+0000,False,False,005OH00000BG5v4YAD,2025-12-11T17:22:09.000+0000,005OH00000BG5v4YAD,2025-12-11T17:32:56.000+0000,005OH00000BG5v4YAD,2025-12-11T17:32:56.000+0000,(604)317-7934,(604) 317-7934,geoffy@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc5FlYAI,False,,24463382,0030A0000029a4bQAA,0010A000002vzIHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:32:05.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T17:32:05.000+0000,005OH00000BfonJYAR,2025-12-11T17:32:05.000+0000,005OH00000BfonJYAR,2025-12-11T17:32:05.000+0000,(250)385-3636,,mgouws@solguard.bc.ca,(250)385-6361,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc628YAA,False,,24466245,003G0000018f7P5IAI,0010A000002wPVVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA reset new device,Medium,"reference case 24452067,
user called again he is requesting an escalation to received his advisor code from distratibution methodoloy, reach out to sl jeremie as one of the collegue to sl to respond to his email providing him his advisor code so we can authenticate him.",True,2025-12-11T18:35:47.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-11T18:16:14.000+0000,005OH00000AZ3ZxYAL,2025-12-11T18:35:47.000+0000,005OH00000AZ3ZxYAL,2025-12-11T18:35:47.000+0000,(514) 743-5809,(514) 743-5809,nlajoie@equilibrefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc6A5YAI,False,,24460911,003OH00000M95iVYAR,001OH00000QumUcYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Workspace Registration,Medium,,True,2025-12-11T16:55:29.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T16:52:44.000+0000,005OH00000BFQFCYA5,2025-12-11T16:55:30.000+0000,005OH00000BFQFCYA5,2025-12-11T16:55:30.000+0000,(905)687-0950,,sniegocki.nancy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc6wWYAQ,False,,24461930,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:09:07.000+0000,False,False,005OH000005URvxYAG,2025-12-11T17:09:07.000+0000,005OH000005URvxYAG,2025-12-11T17:09:07.000+0000,005OH000005URvxYAG,2025-12-11T17:09:07.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc7FsYAI,False,,24463468,0030A0000029bSCQAY,0010A000002w0OXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,,Medium,,True,2025-12-11T17:35:10.000+0000,False,False,005OH000006uYruYAE,2025-12-11T17:33:09.000+0000,005OH000006uYruYAE,2025-12-11T17:35:10.000+0000,005OH000006uYruYAE,2025-12-11T17:35:10.000+0000,(905)620-1439,,,(877)335-9165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc7HVYAY,False,,24461937,0030A0000029iLHQAY,0010A000002w65CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:09:13.000+0000,False,False,00516000007Qeg2AAC,2025-12-11T17:09:13.000+0000,00516000007Qeg2AAC,2025-12-11T17:09:14.000+0000,00516000007Qeg2AAC,2025-12-11T17:09:14.000+0000,(905)549-7526,,chris@kingsviewfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc88fYAA,False,,24461192,0030A0000029otuQAA,0010A000002wBTrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T16:56:57.000+0000,False,False,005OH000005URvxYAG,2025-12-11T16:56:57.000+0000,005OH000005URvxYAG,2025-12-11T16:56:58.000+0000,005OH000005URvxYAG,2025-12-11T16:56:58.000+0000,(780)966-5084,,cboyle@legacyfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc8dPYAQ,False,,24465614,0030A0000029dvRQAQ,0010A000002w2LgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:06:35.000+0000,False,False,005OH00000BfjndYAB,2025-12-11T18:06:35.000+0000,005OH00000BfjndYAB,2025-12-11T18:06:35.000+0000,005OH00000BfjndYAB,2025-12-11T18:06:35.000+0000,(888)517-7748,,michael.hintz@coastcapitalsavings.com,(604)495-4862,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hc8rrYAA,False,,24461367,003OH00000M95iVYAR,001OH00000QumUcYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor needs assistance with resetting MFA.
***********
Hi Nancy , Welcome to Workspace 😊
 
to recap our call, you wanted to update your MFA as the one Salesforce authenticator was not allowing you to sign on. I disconnected it for you were able to set up your new MFA and you can now successfully sign on.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T17:02:17.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T16:59:40.000+0000,005OH00000BFQFCYA5,2025-12-11T17:07:28.000+0000,005OH00000BFQFCYA5,2025-12-11T17:07:28.000+0000,(905)687-0950,,sniegocki.nancy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcA7QYAU,False,,24462032,003OH00000JG6BPYA1,001OH00000NaM00YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:10:54.000+0000,False,False,005OH000005URvxYAG,2025-12-11T17:10:54.000+0000,005OH000005URvxYAG,2025-12-11T17:10:55.000+0000,005OH000005URvxYAG,2025-12-11T17:10:55.000+0000,(780)982-4340,,kevinpaish@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcAGvYAM,False,,24461444,0030A0000029ZoZQAU,0010A000002vz2sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is inquiring about registering for MGA Workspace account. 
User under of User ID- contacting Distribution Methodology. 

Code: 90127
Email: gisele@robitailleanda.com 
User: GGROBITAILLE 

*********************************************************************
Good afternoon, Gisele

Thank you for contacting the Workspace Support Team, it was great speaking with you today!

You are registered for your User ID; you are now able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. Please contact Distribution_Methodology@canadalife.com to request for your User ID. 

*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help.
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T17:14:03.000+0000,False,False,005OH00000BG5v4YAD,2025-12-11T17:00:57.000+0000,005OH00000BG5v4YAD,2025-12-11T17:14:04.000+0000,005OH00000BG5v4YAD,2025-12-11T17:14:04.000+0000,(705)527-1374,,gisele@robitailleanda.com,(705)527-1377,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcAs6YAE,False,,24466209,003G0000018f6ReIAI,0010A000002wONzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration issue,Medium,"***DDS***

User is receiving W1505 - ISAM account is locked when trying to register for WS - I'm advising them to call in because we need to verify them live and it might be nice to have us on the phone to help the registration process

Todd, Shawn <shawn.todd@ecivda.com>
0035o000006TwoxAAC

email=======================

Good day Jennifer and Shawn,

Thank you for reaching out to Workspace Support regarding this registration issue. It appears one of the backend accounts for Shawn is locked, causing the error message to appear.

Shawn, if you could call in, we’ll be able to verify and unlock that account for you so that you can resume registration as normal. Please give us a call by phone at 1-800-475-7001

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Jason M.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations   
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: December 10, 2025 6:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Todd, Shawn <shawn.todd@ecivda.com>
Subject: Error message when registering for MGA Workspace - Shawn Todd - 24466209

Good morning Workspace Support,

See below error message that Shawn is receiving when trying to register for MGA Workspace.  Note, the error message says that Shawn is not registered for MGA RepNet.  Shawn registered on Friday.  His User ID: Shawn.Todd


 

Perhaps there is an issue behind the scenes that is preventing Shawn from registering.


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: Shawn Todd <Shawn.todd@ecivda.com> 
Sent: December 10, 2025 8:09 AM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] Canada Life log in

Hi Jennifer Just tried logging in - same issues Here is a snapshot of what I had for user and pass, along with the error message Thanks for all of your help! Snow is on its way btw. Looks like we are getting a big amount today! Shawn Shawn Todd
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Jennifer

Just tried logging in - same issues

Here is a snapshot of what I had for user and pass, along with the error message

Thanks for all of your help!  Snow is on its way btw.  Looks like we are getting a big amount today!

Shawn

 

 	Shawn Todd CFP  
Partner, Certified Financial Planner
Working with Owners, Entrepreneurs & High Net Worth Clients. Business, Wealth, Estate & Retirement Planning
Ecivda Financial Planning Boutique | Podcast Host
Quadrus Investment Services | Investment Representative
p:  613-591-0337

m:  613-612-6155

w:  ecivda.com

e:  shawn.todd@ecivda.com

a:  200 – 68 Chamberlain Ave., Ottawa, ON K1S 1V9
Podcast Mind and Money Show


 	 	 	 	 	 	 


 
 
 	Schedule your next online meeting	here",True,2025-12-11T18:18:51.000+0000,False,False,005OH0000064XtBYAU,2025-12-11T18:15:47.000+0000,005OH0000064XtBYAU,2025-12-11T18:18:51.000+0000,005OH0000064XtBYAU,2025-12-11T18:18:51.000+0000,(613)591-0337,(613) 612-6155,shawn.todd@ecivda.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcAtiYAE,False,,24464546,0030A000004zKSkQAM,0010A000005kgWVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration and Authenticator,Medium,"***DDS 2025-12-11***
DM provided User ID.
DDS advised user to complete Workspace registration and call if assistance is required.

***DDS 2025-12-11***
User wanted to disconnect Authenticator for advisors account
DDS recommended user to have advisor call us.
DDS also referred user to DM to obtain User ID to complete Workspace registration.
 
================================================================================
****Email Chain**
Bonjour Carolane,

Nous pouvons voir que Distribution Méthodologie vient de vous donner votre nom d’utilisateur. Vous pouvez maintenant compléter votre inscription à l’Espace Affaires en allant au lien suivant et en entrant l’information demandée : Register

Si vous avez oublié votre mot de passe, vous pouvez nous téléphoner et nous pourrons vous aider à le réinitialiser pour compléter votre inscription.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 11, 2025 2:34 PM
To: 'carolane@financesintelligentes.ca' <carolane@financesintelligentes.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Inscription à l'Espace Affaires - Cas 24464546

Bonjour Carolane,

Merci pour votre courriel.

Votre identifiant utilisateur créé est : CAROLANE.COTE

Merci,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December-11-25 01:09 PM
To: 'carolane@financesintelligentes.ca' <carolane@financesintelligentes.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: Inscription à l'Espace Affaires - Cas 24464546

Bonjour Carolane,

Merci pour votre appel concernant votre Authentificateur et votre inscription à l’Espace Affaires. Comme nous en avons discuté, nous ne pouvons pas déconnecter l’Authentificateur de Sandy sans l’authentifier. Elle peut nous téléphoner à 1-800-475-7001 et nous pourrons l’aider à déconnecter ceci. Pour votre inscription, nous avons inclus Distribution Méthodologie dans ce courriel pour vous donner votre nom d’utilisateur pour compléter votre inscription.

@Distribution Methodology Pouvez-vous donner Carolane Cote son nom d’utilisateur?

@carolane@financesintelligentes.ca Une fois que vous avez votre nom d’utilisateur, vous pourrez aller à ce lien et cliquer le bouton S’inscrire pour compléter votre inscription : Espace affaires ouvrez une session — Canada Vie 

Si vous ne connaissez pas votre mot de passe associé à votre compte, n’hésitez pas à nous téléphoner et nous pourrons vous aider à compléter votre inscription.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T18:02:16.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T17:50:46.000+0000,005OH00000AX0rVYAT,2025-12-11T20:33:30.000+0000,005OH00000AX0rVYAT,2025-12-11T20:33:30.000+0000,(450)327-0270,,sandy@sandylachapelle.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcBbBYAU,False,,24461604,003OH00000R2AS3YAN,001OH00000WrwlCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:03:25.000+0000,False,False,0055o000001NWfMAAW,2025-12-11T17:03:25.000+0000,0055o000001NWfMAAW,2025-12-11T17:03:25.000+0000,0055o000001NWfMAAW,2025-12-11T17:03:25.000+0000,(519)500-1025,,trustlalita@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcD6mYAE,False,,24465859,0030A0000029ayuQAA,0010A000002w01mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needs help from their RSA to find conversion options for a policy,Medium,"User needs help from their RSA to find conversion options for a policy

Hi Laura,

Thank you for contacting Workspace Support.

For conversion options and quotes, please refer to your Regional Sales Associate (RSA). Based on our records, your RSA is Salma Yarow and you can reach her at salma.yarow@canadalife.com.

You can also find helpful information and resources on Canada Life Illustrations at the following link:
https://www.acp.canadalife.com/more/technology/canada-life-illustrations-mgana.html 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 




From: Laura Thompson <laura@investiawpg.ca> 
Sent: Tuesday, December 9, 2025 10:57 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Linda Ridley conversion request Canada Life # 60675361T

Hi There, We are looking for conversion options and quotes for this client. Please email me directly or forward on to the appropriate department. Enjoy your day, Laura L. Thompson, BSc. Ag, CFP Certified Financial Planner Family Business Owner
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi There, 
We are looking for conversion options and quotes for this client.  Please email me directly or forward on to the appropriate department.  
 
Enjoy your day, 

Laura L. Thompson, BSc.Ag, CFP
Certified Financial Planner
Family Business Owner
 
Investia WPG                   
5204 Roblin Blvd                                        
Winnipeg, MB R3H0H1
ph: 204.832.9148
toll free: 800.522.3915
cell: 204.333.9082
fax: 204.896.5907 
website: www.investiawpg.ca

Coaching Individuals & Families How to Build & Maintain a Happy, Healthy and Abundant Lifestyle!
To unsubscribe from receiving commercial electronic messages from Investia Financial Services Inc., click here",True,2025-12-11T18:10:40.000+0000,False,False,0055o000001zVCKAA2,2025-12-11T18:10:40.000+0000,0055o000001zVCKAA2,2025-12-11T18:40:09.000+0000,0055o000001zVCKAA2,2025-12-13T02:01:19.000+0000,(204)832-9148,,laura@investiawpg.ca,(204)896-5907,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcE4QYAU,False,,24463252,003OH00000QpWuwYAF,001OH00000WdqvdYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:30:07.000+0000,False,False,0055o000001h4cFAAQ,2025-12-11T17:30:07.000+0000,0055o000001h4cFAAQ,2025-12-11T17:30:07.000+0000,0055o000001h4cFAAQ,2025-12-11T17:30:07.000+0000,(204)324-3259,,troyvoth@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcEMBYA2,False,,24463004,0030A0000029oNvQAI,0010A000002wB2YQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:26:41.000+0000,False,False,005OH000005URvxYAG,2025-12-11T17:26:41.000+0000,005OH000005URvxYAG,2025-12-11T17:26:42.000+0000,005OH000005URvxYAG,2025-12-11T17:26:42.000+0000,(780)420-6633,(780) 990-9178,jimrey@telus.net,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcEqqYAE,False,,24462964,0030A0000029b3vQAA,0010A000002w06JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked Account,Medium,"NAME: AERONN ZLOTNIK 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 
PHONE: +16046577736 
EMAIL: azlotnik@zlc.net 
 
ISSUE: 
User is having trouble logging into their account
 
AUTHENTICATION (If Required):
Not able to authenticate as user does not have advisor code. 
 
FINDINGS:
User’s account is locked on ISAM
 
TROUBLESHOOTING/RESOLUTION:
 Not able to assist as User could not pass authentication
 
EMAIL:
 
--------------------------------------***DDS 12/11/2025***--------------------------
No email sent as no support was given.",True,2025-12-11T17:31:41.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T17:26:06.000+0000,005OH00000BGf2TYAT,2025-12-11T17:31:41.000+0000,005OH00000BGf2TYAT,2025-12-11T17:31:41.000+0000,(604)688-7208,,azlotnik@zlc.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcEu1YAE,False,,24462272,0030A0000029XTiQAM,0010A000002vx2ZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:15:11.000+0000,False,False,005OH000005URvxYAG,2025-12-11T17:15:11.000+0000,005OH000005URvxYAG,2025-12-11T17:15:12.000+0000,005OH000005URvxYAG,2025-12-11T17:15:12.000+0000,(780)318-2890,,tim@abergfinancial.com,(780)420-6655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcFJyYAM,False,,24464979,0030A0000029nAhQAI,0010A000002wA4SQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:56:48.000+0000,False,False,005OH000005URvxYAG,2025-12-11T17:56:48.000+0000,005OH000005URvxYAG,2025-12-11T17:56:48.000+0000,005OH000005URvxYAG,2025-12-11T17:56:48.000+0000,(780)398-2041,,weaselcreek@gmail.com,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcFqCYAU,False,,24466885,003G0000018f6jLIAQ,0010A000002wOjZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needs help to login and download their CRM data,Medium,"User needs help to login and download their CRM data

Hi Maddie and Greg, 

Thank you for contacting Workspace Support.

To log in to your Workspace Direct account, please follow these steps:

1.	Go to the login page: https://workspace.canadalife.com/s/login/?language=en_US 
2.	Enter your email address and click Continue.
3.	On the next page, enter your password.
4.	In the dropdown menu under How are you associated with Canada Life, select Advisor Solutions / Advanced Advisor Practices.
5.	Click Sign In.

If you don’t remember your password, click the Forgot Password link located under the Register Now button and follow the prompts to reset it.

Once you’re logged in, here’s how to download your CRM data:

1.	When your data extract is ready, you’ll receive an email notification.
2.	Log in to Workspace and look for the pop-up message on the main screen. Click Download CRM data.
3.	Your data extract files will appear. Click the first download link to begin downloading. 
o	Files will download to your default Downloads folder unless you’ve set a custom location.
4.	Repeat the process for all files listed until all extracts are downloaded.
5.	After downloading, complete the acknowledgement on the Download CRM data page. This step is required.

Important:
•	You have 90 days from the date of your notification email to download and validate your data.
•	For the best experience, use Google Chrome or Microsoft Edge on a computer (not a tablet or phone). Avoid Incognito or InPrivate windows.
•	After downloading, move your files to a secure, backed-up location.

For help understanding your CRM data extract, review the Understanding Your CRM Data job aid available on the Resources page.

If you experience any issues, please reply to this email or contact Workspace Support at WorkspaceSupport@canadalife.com.

Have a wonderful day!

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Croucher, Rachel <Rachel.Croucher@advicecanada.com> 
Sent: Tuesday, December 9, 2025 4:48 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>; Fisher, Maddie <maddie@newgroundfinancial.com>
Subject: FW: Have you downloaded your CRM data yet? - Greg Randall
Importance: High

Hello, 

Greg Randall is looking for assistance to get his CRM data downloaded.  He is not sure what log in details to use.  Can you please reach out to Greg or Maddie and assist them with this process.

Thank you,
Rachel

Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857

In partnership with:

Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Maddie Fisher <maddie@newgroundfinancial.com> 
Sent: December 8, 2025 9:32 AM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] Re: Have you downloaded your CRM data yet? - Greg Randall

Hi Rachel, Can you send me the login link that Greg would need, I’m not 100% sure where he needs to get logged in and he has no idea either. Thank you “Forget everything you thought you knew about the insurance industry. ” www. newgroundfinancial. com
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Rachel,

Can you send me the login link that Greg would need, I’m not 100% sure where he needs to get logged in and he has no idea either. 

Thank you


 
 
“Forget everything you thought you knew about the insurance industry.”
 
       
www.newgroundfinancial.com
Serving: NS, NB, PEI, NFLD, ONT & AB
 	 	 
 
Maddie Fisher, BA
Operations Manager
 
 
Office & Fax: 902-800-7100
Schedule a time to meet
Submit a Google review
Click here to send us a referral
Proud member of Family Enterprise Canada
 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses; however, take no responsibility for loss or damage caused by any virus present.
 
To opt out of these emails, please click reply and write unsubscribe in the subject line.
From: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Date: Wednesday, November 26, 2025 at 4:19 PM
To: Maddie Fisher <maddie@newgroundfinancial.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: FW: Have you downloaded your CRM data yet? - Greg Randall
	This message's attachments contains at least one web link. This is often used for phishing attempts. Please only interact with this attachment if you know its source and that the content is safe. If in doubt, confirm the legitimacy with the sender by phone.

Hi Maddie,
 
This would have been Greg’s access under Performance + under his old email.  Greg will need to sign in with that log in details to sign off.
 
Thank you,
Rachel
 
Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857
 
In partnership with:
 
Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: Maddie Fisher <maddie@newgroundfinancial.com>
Sent: November 25, 2025 11:02 AM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] Re: Have you downloaded your CRM data yet? - Greg Randall
 
Hi Rachel, Greg never had a login to Workspace under NewGround Financial. How can we get these downloaded? “Forget everything you thought you knew about the insurance industry. ” www. newgroundfinancial. com Serving: NS, NB, PEI, NFLD, ONT &
Hi Rachel,
 
Greg never had a login to Workspace under NewGround Financial. How can we get these downloaded?
 

 
 
“Forget everything you thought you knew about the insurance industry.”
 
       
www.newgroundfinancial.com
Serving: NS, NB, PEI, NFLD, ONT & AB
 	 	 
 
Maddie Fisher, BA
Operations Manager
 
 
Office & Fax: 902-800-7100
Schedule a time to meet
Submit a Google review
Click here to send us a referral
Proud member of Family Enterprise Canada
 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses; however, take no responsibility for loss or damage caused by any virus present.
 
To opt out of these emails, please click reply and write unsubscribe in the subject line.
From: Maddie Fisher <maddie@newgroundfinancial.com>
Date: Wednesday, November 19, 2025 at 12:03 PM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: Re: Have you downloaded your CRM data yet? - Greg Randall
Ahh got it, thank you!
 

 
 
“Forget everything you thought you knew about the insurance industry.”
 
       
www.newgroundfinancial.com
Serving: NS, NB, PEI, NFLD, ONT & AB
 	 	 
 
Maddie Fisher, BA
Operations Manager
 
 
Office & Fax: 902-800-7100
Schedule a time to meet
Submit a Google review
Click here to send us a referral
Proud member of Family Enterprise Canada
 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses; however, take no responsibility for loss or damage caused by any virus present.
 
To opt out of these emails, please click reply and write unsubscribe in the subject line.
From: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Date: Wednesday, November 19, 2025 at 11:51 AM
To: Maddie Fisher <maddie@newgroundfinancial.com>
Subject: RE: Have you downloaded your CRM data yet? - Greg Randall
	This message's attachments contains at least one web link. This is often used for phishing attempts. Please only interact with this attachment if you know its source and that the content is safe. If in doubt, confirm the legitimacy with the sender by phone.
 
Hi Maddie,
 
It would be on Greg’s Workspace that the pop up appears.  Can you please check there and let me know.
 
Thank you,
Rachel
 
Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857
 
In partnership with:
 
Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: Maddie Fisher <maddie@newgroundfinancial.com>
Sent: November 19, 2025 10:01 AM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] Re: Have you downloaded your CRM data yet? - Greg Randall
 
Hi Rachel, I am doing this for Nick in his Workspace, but I do not see a pop up that tells me to download the CRM data. . . “Forget everything you thought you knew about the insurance industry. ” www. newgroundfinancial. com Serving: NS, NB, PEI,
Hi Rachel,
 
I am doing this for Nick in his Workspace, but I do not see a pop up that tells me to download the CRM data...
 

 
 
“Forget everything you thought you knew about the insurance industry.”
 
       
www.newgroundfinancial.com
Serving: NS, NB, PEI, NFLD, ONT & AB
 	 	 
 
Maddie Fisher, BA
Operations Manager
 
 
Office & Fax: 902-800-7100
Schedule a time to meet
Submit a Google review
Click here to send us a referral
Proud member of Family Enterprise Canada
 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses; however, take no responsibility for loss or damage caused by any virus present.
 
To opt out of these emails, please click reply and write unsubscribe in the subject line.
From: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Date: Thursday, November 13, 2025 at 11:56 AM
To: Maddie Fisher <maddie@newgroundfinancial.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: RE: Have you downloaded your CRM data yet? - Greg Randall
	This message's attachments contains at least one web link. This is often used for phishing attempts. Please only interact with this attachment if you know its source and that the content is safe. If in doubt, confirm the legitimacy with the sender by phone.
 
Hi Maddie,
 
This is regarding the Workspace CRM decommission.  Even if Greg did not download any client info to Workspace we are still recommending all advisors to download these files and keep them in a safe place.  You may not need to refer to them but there could be that one time you may need something from these files.
 
The CRM data extract contains more than just files manually uploaded by users. It also includes CRM-related data such as:
 
•	Accounts and Contacts (clients)
•	Leads and Prospects
•	Events and Meetings
•	Tasks
•	Opportunities
•	Third-Party Assets
•	Family Members
•	Company Contacts
•	User Defined Fields
•	Files uploaded directly to CRM records
 
So, it is normal that this user would receive files to download if they have created leads, prospects or some of the items listed above.
 
Please note that files submitted through the “Submit Documents” or “Submit New Application” features are not part of the CRM extract. These remain visible in Workspace but are not included in the downloaded data.
If you or your advisor would like help reviewing the extract or understanding how the files are connected to CRM data, I’d be happy to walk you through the validation steps.
 
If they need more details about this process, they can be referred to this page : https://www.acp.canadalife.com/secure/more-adsl/technology/changes-to-workspace-crm.html
 
 
Thank you,
Rachel
 
Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857
 
In partnership with:
 
Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
From: Maddie Fisher <maddie@newgroundfinancial.com>
Sent: November 13, 2025 11:17 AM
To: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] Re: Have you downloaded your CRM data yet? - Greg Randall
 
Hi Rachel, It was our understanding that all of Greg’s business moved over to Nick. Would there even be anything that needs to be downloaded, or would it all be saved in Nick’s account now? “Forget everything you thought you knew about the insurance
Hi Rachel,
 
It was our understanding that all of Greg’s business moved over to Nick. Would there even be anything that needs to be downloaded, or would it all be saved in Nick’s account now?
 

 
 
“Forget everything you thought you knew about the insurance industry.”
 
       
www.newgroundfinancial.com
Serving: NS, NB, PEI, NFLD, ONT & AB
 	 	 
 
Maddie Fisher, BA
Operations Manager
 
 
Office & Fax: 902-800-7100
Schedule a time to meet
Submit a Google review
Click here to send us a referral
Proud member of Family Enterprise Canada
 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses; however, take no responsibility for loss or damage caused by any virus present.
 
To opt out of these emails, please click reply and write unsubscribe in the subject line.
From: Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Date: Wednesday, November 12, 2025 at 12:32 PM
To: Greg Randall <greg@newgroundfinancial.com>
Cc: Nick Mombourquette <nick@newgroundfinancial.com>, Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: Have you downloaded your CRM data yet? - Greg Randall
Hello Greg & Nick,  
 
I’m checking in to remind you to download your CRM data and suggest some resources if you need any help.  
 
Based on Canada Life’s records, you haven’t completed the acknowledgement in Workspace that you’ve downloaded your data. If you have, please disregard this message. 
 
Downloading your data will only take a few minutes. The amount of time it will take you to review your downloaded data against your CRM data in Workspace may vary depending on the size of your file and on your approach. While you’re not required to review your data, we do recommend it.
 
Some suggested approaches include reviewing: 
•	Only the information about your top clients 
•	Information for five to ten randomly selected clients 
•	All your clients’ information 
 
After you’ve downloaded and reviewed your data file, log in to Workspace and complete the acknowledgement on the Download CRM data page in Workspace. The Notice about CRM data pop-up will appear until you complete the acknowledgement. 
 
Depending on which of these happens first, your Workspace experience will change either: 
•	90 days after you’re first notified your data is ready for you to download 
•	Once all members of your firm have downloaded their data and acknowledged they’ve done so  
 
After the 90-day window closes, you’ll still be able to download your extracted data. However, because your Workspace experience has changed you won’t be able to review it. 
 
Need help? 
Review the resources here, including frequently asked questions. You also received instructions for downloading your data in an email with the subject line ACTION REQUIRED: Your CRM data is ready to download. If you need help with downloading your CRM data or have questions about Workspace, contact Workspace Support.  
 
Thank you,
Rachel
 
Rachel Croucher
Business Development Consultant | Advice Canada, Atlantic
rachel.croucher@advicecanada.com | 902-407-8857
 
In partnership with:
 
Darsey Lavigne
Business Development Director | Advice Canada, Atlantic
darsey.lavigne@advicecanada.com | 506-866-1526
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-11T18:26:33.000+0000,False,False,0055o000001zVCKAA2,2025-12-11T18:26:33.000+0000,0055o000001zVCKAA2,2025-12-11T18:26:53.000+0000,0055o000001zVCKAA2,2025-12-11T18:26:53.000+0000,(902)440-2051,(902) 483-3976,greg@performanceplusfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcHByYAM,False,,24463462,0030A0000029b3vQAA,0010A000002w06JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset User ID Password,Medium,"NAME: AERONN ZLOTNIK 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: D2678
PHONE: +16046577736 
EMAIL: azlotnik@zlc.net 
 
ISSUE: 
User is having trouble logging into their account
 
AUTHENTICATION (If Required):
KB0020858 - authenticated user
December rotating questions 
Passed authenticattion.
 
FINDINGS:
User’s account is locked on ISAM
 
TROUBLESHOOTING/RESOLUTION:
Reset password on ISAM
Sent link to user to access user id and reset the password there.
User was able to access user id again
Sent link to user to reset password for workspace
User was able to access workspace again
 
EMAIL:
 
--------------------------------------***DDS 12/11/2025***--------------------------
Hello Aeronn,
Thank you for contacting Workspace Support about your access to Workspace.
On the call today, we reset your password for your User ID to unlock your account and give you access to workspace again. We then reset your password for workspace. 
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 12:37 PM
To: Aeronn Zlotnik <azlotnik@zlc.net>
Subject: Reset User ID Password - 24463462
Hello Aeronn,
Thank you for contacting Workspace Support.
Please visit the link below to reset your password
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
Thank you.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-11T17:44:05.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T17:33:04.000+0000,005OH00000BGf2TYAT,2025-12-11T17:44:05.000+0000,005OH00000BGf2TYAT,2025-12-11T17:44:05.000+0000,(604)688-7208,,azlotnik@zlc.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcHOzYAM,False,,24475081,0030A00000BFTZvQAP,0010A00000BpmpiQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:34:03.000+0000,False,False,0055o000002KxaMAAS,2025-12-11T20:34:03.000+0000,0055o000002KxaMAAS,2025-12-11T20:34:04.000+0000,0055o000002KxaMAAS,2025-12-11T20:34:04.000+0000,(780)875-2125,(780) 871-2082,andrew.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcHS9YAM,False,,24467346,0030A0000029daDQAQ,0010A000002w256QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:33:12.000+0000,False,False,0055o000002DK5fAAG,2025-12-11T18:33:12.000+0000,0055o000002DK5fAAG,2025-12-11T18:33:12.000+0000,0055o000002DK5fAAG,2025-12-11T18:33:12.000+0000,(416)604-2004,416-629-4661,wes.cote@edwardjones.com,(877)635-8290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcHs3YAE,False,,24467268,003OH000004yGAuYAM,001OH000006KBwlYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:32:09.000+0000,False,False,005OH000005URvxYAG,2025-12-11T18:32:09.000+0000,005OH000005URvxYAG,2025-12-11T18:32:09.000+0000,005OH000005URvxYAG,2025-12-11T18:32:09.000+0000,(780)460-4327,,todd@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcIjAYAU,False,,24465136,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:59:09.000+0000,False,False,005OH000005URvxYAG,2025-12-11T17:59:09.000+0000,005OH000005URvxYAG,2025-12-11T17:59:10.000+0000,005OH000005URvxYAG,2025-12-11T17:59:10.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcJ7NYAU,False,,24463940,0030A0000029glXQAQ,0010A000002w4jXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:40:47.000+0000,False,False,005OH00000BfjndYAB,2025-12-11T17:40:47.000+0000,005OH00000BfjndYAB,2025-12-11T17:40:47.000+0000,005OH00000BfjndYAB,2025-12-11T17:40:47.000+0000,(250)717-1346,,c.r.financialgroup@shaw.ca,(250)717-3620,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcJybYAE,False,,24466772,003OH00000M946HYAR,001OH00000QuwvHYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace registration - Primerica,Medium,"***DDS Dec.11/2025***
Advisor needed the Primerica Workspace registration email sent to them. Sent an email to SFMCDMsupport@canadalife.com and included the necessary supporting info for the team to send the Advisor that registration email.

REF KB: KB0023538

*****Email*****

Hello Team,

The below Primerica Advisor indicated they did not receive their registration letter. Please resend.

Email Address: CRISTAYNE.TSUU@PRIMERICA.COM
First Name:CRISTAYNE
Last Name: TSUU
Language: English
Producer Code: P4177
Activation ID: PME4177

Thanks.

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Erika,

Thanks for contacting the Workspace Support team regarding having the Advisor’s Primerica Workspace Registration email resent.

I have contacted the appropriate team to request a new registration email to be sent to the user. Please allow some time for this email to come through.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Sowka, Erika <Erika.Sowka@canadalife.com> 
Sent: December 11, 2025 9:54 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Moroz, Stefan <Stefan.Moroz@canadalife.com>; CRISTAYNE TSUU <cristayne.tsuu@primerica.com>
Subject: Resend Primerica Registration Email - Case - 24466772

Good morning team,

I hope all is well!

May we please resend credentials to the following advisor: Cristayne Tsuu (P4177)

Thank you in advance!

Erika Sowka
Business Development Associate, Wealth Management
Erika.Sowka@canadalife.com 
Phone: 416-552-6405

In partnership with:
Stefan Moroz, CIM®
Director of Business Development, Wealth Management
Stefan.Moroz@canadalife.com 
Cell: 403-618-5871

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-12-11T18:24:43.000+0000,False,False,005OH00000BFQFBYA5,2025-12-11T18:24:43.000+0000,005OH00000BFQFBYA5,2025-12-11T19:22:32.000+0000,005OH00000BFQFBYA5,2025-12-11T19:22:33.000+0000,(403)926-6086,,cristayne.tsuu@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcKD9YAM,False,,24467424,0030A0000029mBMQAY,0010A000002w9BYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing request/follow up,Medium,"**EMAIL**

Good afternoon Chris,

Thank you for your response. 

As for 720713, there appears to be no clients listed under Insurance business as of November 30, 2025.

Please note these GWL code information are to be provided to the advisor code owner only. Please have the advisor reach out to us with the following information for us to look into. 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


From: Krmpotic, Chris <Chris.Krmpotic@IG.ca> 
Sent: December 11, 2025 2:44 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: [EXT] Client Listing Request /Case24467424

Hello, Here is the information that I have available Contract type – IS70 Branch - KCHIN Advisor Agreement Group ID (U-code)—we were never provided this by GWL nor IG Wealth management when we signed up Most of the policies should have migrated
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Here is the information that I have available

Contract type – IS70
Branch - KCHIN
Advisor Agreement Group ID (U-code)—we were never provided this by GWL nor IG Wealth management when we signed up

Most of the policies should have migrated to my lead advisor Terra Crowley. If you can please send a listing for her as well that would be appreciated.
726816
Contract type – IS70
Branch - KCHIN


Thanks


Chris Krmpotic, BMath, RRC®, CEA®,CFP®
Senior Financial Consultant
Chris.Krmpotic@ig.ca  | ig.ca
Nikki Konarski
Wealth Management Assistant
nikki.konarski@ig.ca

Melissa Di Roberto
Wealth Management Assistant
(Currently on Maternity leave)

A Plan for Living.
We go beyond Investments. Discover a synchronized approach to your Wealth.

4295 King Street East, Suite 301, Kitchener, ON N2P 0C6
Tel (519) 650-7250 | Fax 519-650-1421 |Toll Free 855-330-0967 
 
80 King Street South, Suite 201, Waterloo, On N2J 1P5
Tel (519) 886.2360 | Fax 519.746.5396 | Mobile 519.568.9878


 

Please note trade instructions received by email or text may not be processed until I've had the opportunity to review your file and discuss the transaction request. Consequently no pricing is guaranteed by leaving the message
 	
	

If you no longer wish to receive these emails, please reply with “Unsubscribe” in the subject line, and I will remove this email address from my contact list

Disclaimer:  This e-mail message is intended only for the named recipient(s) above and may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you have received this message in error or are not the named recipient(s), please immediately notify the sender and delete this e-mail message. Thank you.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: Thursday, December 11, 2025 1:36 PM
To: Krmpotic, Chris <Chris.Krmpotic@IG.ca>
Subject: [EXT] Client Listing Request /Case24467424

	You don't often get email from businessreporting@canadalife.com. Learn why this is important 

Good afternoon Chris,

Our team received your request for 720713 Insurance Client Listings report. Kindly note our team would require additional information to validate your access to the requested GWL code. Please let us know the Contract Type, Branch (Channel Location) aligned to and the Advisor Agreement Group ID (U-code) associated to it.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Chris,

Our team received your request for 720713 Insurance Client Listings report. Kindly note our team would require additional information to validate your access to the requested GWL code. Please let us know the Contract Type, Branch (Channel Location) aligned to and the Advisor Agreement Group ID (U-code) associated to it.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good afternoon Maria,

Thank you for reaching out to Business Reporting team.

Our team do provide Insurance Client Listings report to external field users only and the report would include information like product plan name, issue date, premium duration, policy status.

As for the GWL codes mentioned below, information can be provided to the advisor code owner only due to client sensitive data and security protocols. I will follow up with Chris regarding his GWL code mentioned below.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Davis, Maria <Maria.Davis@canadalife.com> 
Sent: December 5, 2025 4:14 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: question about GWL policies

Hi,

Do you provide these listings?  See below and advise please.

Thank you so much!
Maria 

From: Krmpotic, Chris <Chris.Krmpotic@IG.ca> 
Sent: December 5, 2025 3:50 PM
To: Steenbergen, Maureen <Maureen.Steenbergen@canadalife.com>
Subject: question about GWL policies

Hi Maureen, I hope you are doing well. We are doing some planning for 2026 and looking into conversion options and Terra and I are wondering if there is any way we can get a listing of our GWL policies. I tried using Workforce, but they didn't
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Maureen,

I hope you are doing well.

We are doing some planning for 2026 and looking into conversion options and Terra and I are wondering if there is any way we can get a listing of our GWL policies. I tried using Workforce, but they didn't appear to show up.
Is there a report we can run??  Terra code is 726816 and mine is 720713 (hopefully there is nothing still listed under mine).

Thanks for any help you can provide.



Chris Krmpotic, BMath, RRC®, CEA®,CFP®
Senior Financial Consultant
Chris.Krmpotic@ig.ca  | ig.ca
Nikki Konarski
Wealth Management Assistant
nikki.konarski@ig.ca

Melissa Di Roberto
Wealth Management Assistant
(Currently on Maternity leave)

A Plan for Living.
We go beyond Investments. Discover a synchronized approach to your Wealth.

4295 King Street East, Suite 301, Kitchener, ON N2P 0C6
Tel (519) 650-7250 | Fax 519-650-1421 |Toll Free 855-330-0967 
 
80 King Street South, Suite 201, Waterloo, On N2J 1P5
Tel (519) 886.2360 | Fax 519.746.5396 | Mobile 519.568.9878


 

Please note trade instructions received by email or text may not be processed until I've had the opportunity to review your file and discuss the transaction request. Consequently no pricing is guaranteed by leaving the message
 	
	

If you no longer wish to receive these emails, please reply with “Unsubscribe” in the subject line, and I will remove this email address from my contact list

Disclaimer:  This e-mail message is intended only for the named recipient(s) above and may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you have received this message in error or are not the named recipient(s), please immediately notify the sender and delete this e-mail message. Thank you.",True,2025-12-11T18:34:23.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T18:34:23.000+0000,005OH0000071DK9YAM,2025-12-15T22:05:24.000+0000,005OH0000071DK9YAM,2025-12-15T22:05:24.000+0000,(519)886-2360,,chris.krmpotic@ig.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcKPzYAM,False,,24464089,0030A0000029eJxQAI,0010A000002w2iWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:42:44.000+0000,False,False,005OH00000BfjndYAB,2025-12-11T17:42:44.000+0000,005OH00000BfjndYAB,2025-12-11T17:42:45.000+0000,005OH00000BfjndYAB,2025-12-11T17:42:45.000+0000,(604)618-0328,(604) 618-0328,eunice@egafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcKxtYAE,False,,24468056,0030A0000029goDQAQ,0010A000002w4lyQAA,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Workspace Access - ERR-W1293,Medium,"CL Advisor Ping (33079) looking for assistance logging in to Workspace; sent Logmein session instructions via email due to technical difficulties; saw user is receiving ERR-W1293; warm-transferred to L2 as per KBA

Source of Triage: KB0022764, Assist Line

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 12:06 PM
To: wpctang@hotmail.com
Subject: LogMeIn Instructions

Hi Ping, 

Please click this link:

http://www.logmein123.com

PIN: 422404

Thank you,


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,0050A000000qsPeQAI,2025-12-11T18:44:03.000+0000,005OH00000BFQFDYA5,2025-12-11T19:35:08.000+0000,0050A000000qsPeQAI,2025-12-11T19:35:08.000+0000,(905)470-8222,(416) 917-3176,wpctang@hotmail.com,(905)427-8804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcLtyYAE,False,,24466594,003OH000004OQFJYA4,001OH000005ZRvQYAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Successor Holder Removal Issue - INC1935105,Medium,"*** DDS 19DEC2025 ***
confirmed S/H removed INC1935105, advised user

***DDS 2025-12-11***
User reports that they submitted everything for the Successor Holder to be removed, but it still appears on Workspace.
Taylor McCall (Sr. Customer Service Specialist) contacted us to inform us that they have completed everything to set the Successor Holder as inactive on TFSA 410643696.
DDS escalated this issue to L2 to create a SNOW ticket.

==================================================================================

User's Name: Reagan Gale
Email: reagan@pinkneyfinancial.com
Code: E8448
SF ID: 0035o000007kbUcAAI

Policy Number: 410643696
Client Name: Kenneth Dingwell
Contract Type: CIWSU
SF ID: 02iOH0000058brTYAQ
 
==================================================================================

****Email Chain**

Hello Talyor,

We have heard back from our Digital Hub team and the successor holder for this policy has been removed from Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
------------------------------
Hello,

Admin has completed everything within our capabilities to set the Successor Holder inactive on TFSA 410643696.

We cannot fully delete the information from our system. Please investigate to see if this information can be removed from Workspace as it should not be there due to the Successor Holder removal instructions we received.

Thank you,

Taylor McCall
Sr. Customer Service Specialist | Canadian Operations - Wealth
Taylor.McCall@canadalife.com | P: (519) 931-5046 | F: 1-866-275-8080
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Reagan Gale <reagan@pinkneyfinancial.com> 
Sent: December 9, 2025 1:43 PM
To: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Cc: IDCWIN-PRA Investments Mailbox <investments-prairies@idcwin.ca>
Subject: [EXT] FW: Kenneth Dingwell TFSA Withdrawal & Beneficiary Updates 

Hello, Please see request from July 23. Successor holder is still showing on workspace for TFSA. Thank you. Reagan Gale Sr Financial Advisor Pinkney Financial Services 9903 Franklin Avenue, Unit A Fort McMurray, AB T9H 2K4 (O) 780. 743. 4368 reagan@ pinkneyfinancial. com
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd
Hello, 

Please see request from July 23. Successor holder is still showing on workspace for TFSA. 

Thank you.

Reagan Gale 
Sr Financial Advisor
Pinkney Financial Services 
9903 Franklin Avenue, Unit A 
Fort McMurray, AB T9H 2K4 
(O) 780.743.4368 
reagan@pinkneyfinancial.com 

 

From: Reagan Gale 
Sent: July 23, 2025 9:10 AM
To: ISP Customer Care <isp_customer_care@canadalife.com>
Cc: IDCWIN-PRA Investments Mailbox <investments-prairies@idcwin.ca>
Subject: Kenneth Dingwell TFSA Withdrawal & Beneficiary Updates 

Hello, 

Please see attached TFSA withdrawal for Kenneth Dingwell. 

Also, beneficiary updates for both accounts as well as removal of successor holder. 

Thank you! 

Reagan Gale 
Sr Financial Advisor
Pinkney Financial Services 
9903 Franklin Avenue, Unit A 
Fort McMurray, AB T9H 2K4 
(O) 780.743.4368 
reagan@pinkneyfinancial.com",True,2025-12-11T18:21:40.000+0000,False,False,005OH000002iN7pYAE,2025-12-11T18:21:40.000+0000,005OH00000AX0rVYAT,2025-12-19T17:03:53.000+0000,005OH000006wv2TYAQ,2025-12-19T17:03:53.000+0000,(780)838-0663,,reagan@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcLyjYAE,False,,24463861,003G0000018f7GWIAY,0010A000002wPLJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T17:39:43.000+0000,False,False,0055o000002KxaMAAS,2025-12-11T17:39:43.000+0000,0055o000002KxaMAAS,2025-12-11T17:39:44.000+0000,0055o000002KxaMAAS,2025-12-11T17:39:44.000+0000,(780)428-8585,(780) 905-6951,billie.borys@wiseowlfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcMblYAE,False,,24467575,003G0000018f7nHIAQ,0010A000002wPtkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:36:34.000+0000,False,False,0055o000002KxaMAAS,2025-12-11T18:36:34.000+0000,0055o000002KxaMAAS,2025-12-11T18:36:35.000+0000,0055o000002KxaMAAS,2025-12-11T18:36:35.000+0000,(780) 533-3456,(780) 512-8715,jeff@planitfinancialcorp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcMmoYAE,False,,24467879,0030A0000029ZmTQAU,0010A000002vz0rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/11*
----------------
KB0020563  
Graham Wardrop
97222
e1405
GRAHAM WARDROP
i was on the phone with someone this morning, it was not working. 
reset pw in workspace 
getting err 1285
reset pw in ISAM and emailed
last pass app is causing user trouble with their workspace login
keeps populating the incorrect email into the page and autonavigating 
set up MFA in browser for the user 

*email*
----------------
Good afternoon Graham, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You were trying to get assistance earlier in the day with login, but you had to leave the call due to time constraints. We were able to guide you through login process which was the result of your associated Repnet account being locked, we were able to get you to reset your Repnet password and then after a password reset on Workspace and setting up your browser based authenticator app for Workspace, you were able to log in successfully. If you have any questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T23:37:47.000+0000,False,False,005OH000008919xYAA,2025-12-11T18:41:22.000+0000,005OH000008919xYAA,2025-12-11T23:37:47.000+0000,005OH000008919xYAA,2025-12-11T23:37:47.000+0000,(905)319-8977X2108,,gwardrop@greenprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcNe2YAE,False,,24468654,003G0000018f7UOIAY,0010A000002wPalQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace Registration,Medium,"***DDS 2025-12-11***
User wanted to register for MGA Workspace, but cannot perform a User ID password reset.
DDS advised user to call us so we can perform ISAM password reset.
 
================================================================================
****Email Chain**
Hello Janice,

Thank you for contacting the Workspace Support team regarding your MGA Workspace registration. We are unable to complete this password reset request over email as we must authenticate you before resetting your password. Please give us a call at 1-800-475-7001 and we would be able to assist you in completing your MGA Workspace registration.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Janice Garbutt <janice@jdlfinancial.ca> 
Sent: December 10, 2025 9:53 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] FW: Action required- Here are your credentials – set up your Workspace (MGA) today

Hello, Would you please help with the instructions in the email below? I have tried several times to accomplish this to no avail. Have a great day, Janice John D. Landry Financial 97 Bayswater Avenue Ottawa, ON K1Y 2G2 (613) 878-4803 (613) 691-7808
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
 
Would you please help with the instructions in the email below? I have tried several times to accomplish this to no avail.
 
Have a great day,
 
Janice
 
John D. Landry Financial
97 Bayswater Avenue
Ottawa, ON K1Y 2G2
 
(613) 878-4803
(613) 691-7808 fax
 
From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: December 9, 2025 3:11 PM
To: Garbutt, Janice <janice@jdlfinancial.ca>
Cc: Macleod, Trevor <Trevor.MacLeod@advicecanada.com>
Subject: Action required- Here are your credentials – set up your Workspace (MGA) today
 
HI Janice,
 
I’m sorry to hear that you are having issues with this User ID.  I believe that the account is locked out.
 
In order to have it unlocked, you will need to call the Workspace team who can connect with you and unlock it.  They can also assist with registering for MGA workspace and linking your Workspace accounts in Advice Canada.
 
Once you account is unlock, I would be happy to connect virtually to help you and to go over the new platform.
 
Please call 1-800-475-7001 Monday – Friday 8AM to 8PM EST
 
 
Click here to book a meeting
 
Many thanks,
Jennifer
 
Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 
 
In partnership with:
 
Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
 
 
From: Janice Garbutt <janice@jdlfinancial.ca> 
Sent: December 9, 2025 2:57 PM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: RE: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today
 
Hi Jennifer, It’s telling me that the user ID is invalid when I try to reset my password. Have a great day, Janice John D. Landry Financial 97 Bayswater Avenue Ottawa, ON K1Y 2G2 (613) 878-4803 (613) 691-7808 fax From: Calcutt, Jennifer <Jennifer. Calcutt@ advicecanada. com>
 
Hi Jennifer,
 
It’s telling me that the user ID is invalid when I try to reset my password.
 
Have a great day,
 
Janice
 
John D. Landry Financial
97 Bayswater Avenue
Ottawa, ON K1Y 2G2
 
(613) 878-4803
(613) 691-7808 fax
 
From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: November 24, 2025 1:29 PM
To: Garbutt, Janice <janice@jdlfinancial.ca>
Subject: RE: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today
 
GARBUTT49@clext 
 
 
Click here to book a meeting
 
Many thanks,
Jennifer
 
Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 
 
In partnership with:
 
Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
 
 
From: Janice Garbutt <janice@jdlfinancial.ca> 
Sent: November 24, 2025 1:19 PM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: RE: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today
 
When I use that user ID to reset my password I get that it is invalid… Have a great day, Janice John D. Landry Financial 97 Bayswater Avenue Ottawa, ON K1Y 2G2 (613) 878-4803 (613) 691-7808 fax From: Calcutt, Jennifer <Jennifer. Calcutt@ advicecanada. com>
 
When I use that user ID to reset my password I get that it is invalid…
 
Have a great day,
 
Janice
 
John D. Landry Financial
97 Bayswater Avenue
Ottawa, ON K1Y 2G2
 
(613) 878-4803
(613) 691-7808 fax
 
From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: November 24, 2025 11:30 AM
To: Garbutt, Janice <janice@jdlfinancial.ca>
Subject: RE: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today
 
HI Janice,
 
Here is your MGA RepNet User ID: GARBUTT49 
 
You can reset your password: Request your forgotten password | Canada Life RepNet
 
Happy to jump on a call to help you.  Once you reset your password.  You can register for MGA Workspace. 
 
 
Click here to book a meeting
 
Many thanks,
Jennifer
 
Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 
 
In partnership with:
 
Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
 
 
From: Janice Garbutt <janice@jdlfinancial.ca> 
Sent: November 24, 2025 11:23 AM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Action required- Here are your credentials – set up your Workspace (MGA) today
 
Hi Jennifer, So, I registered, it took forever to come back and tell me that “I am already registered” and request my username and password. I don’t remember doing this, so I am a little at a loss. Have a great day, Janice John D. Landry Financial
 
Hi Jennifer,
 
So, I registered, it took forever to come back and tell me that “I am already registered” and request my username and password. I don’t remember doing this, so I am a little at a loss.
 
Have a great day,
 
Janice
 
John D. Landry Financial
97 Bayswater Avenue
Ottawa, ON K1Y 2G2
 
(613) 878-4803
(613) 691-7808 fax
 
From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: October 30, 2025 3:55 PM
To: Garbutt, Janice <janice@jdlfinancial.ca>
Cc: Macleod, Trevor <Trevor.MacLeod@advicecanada.com>
Subject: Action required- Here are your credentials – set up your Workspace (MGA) today
Importance: High
 
Hi Janice, we noticed that you haven’t registered your MGA Workspace.  Big changes are coming to workspace, and we need everyone to have both workspaces for Direct and MGA set up.  
 
Coming soon will be a consolidate view.  
Please let me know if you have any questions, happy to connect.
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately.
View in browser.

 	 	 

Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Tailor your experience – Register for your MGA Workspace today
Your Canada Life MGA Workspace access is ready. Just use the credentials you received when you joined the MAP program to get started.
Your original credentials:	
First Name:	Janice
Last Name:	Garbutt
Advisor code*:	28011
Activation code:	1+6KL4+382

* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life. 
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.


 
 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 




 
 	3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.




 
 	4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need help? Contact Workspace Support at CLWorkspaceSupport@canadalife.com.




 
 
Canada Life and design are trademarks of The Canada Life Assurance Company.
 



 
 	 	 

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Prénom: 	
Nom de famille:	
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 


 
 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.




 
 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.




 
 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 






Besoin d’aide? Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com. 




 
 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie.",True,2025-12-11T18:53:27.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T18:53:27.000+0000,005OH00000AX0rVYAT,2025-12-11T19:03:39.000+0000,005OH00000AX0rVYAT,2025-12-11T19:03:39.000+0000,(613)878-4803,(613) 878-4803,janice@jdlfinancial.ca,(613)691-7808,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcOgWYAU,False,,24465670,0030A0000029dvRQAQ,0010A000002w2LgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:07:27.000+0000,False,False,005OH00000BfjndYAB,2025-12-11T18:07:27.000+0000,005OH00000BfjndYAB,2025-12-11T18:07:27.000+0000,005OH00000BfjndYAB,2025-12-11T18:07:27.000+0000,(888)517-7748,,michael.hintz@coastcapitalsavings.com,(604)495-4862,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcQiSYAU,False,,24470634,003OH00000NnSZ8YAN,001OH00000SuN5MYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:23:23.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T19:23:23.000+0000,005OH00000BfonJYAR,2025-12-11T19:23:24.000+0000,005OH00000BfonJYAR,2025-12-11T19:23:24.000+0000,(604)798-4007,,clarkieandcobooks@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcS8zYAE,False,,24465168,003OH00000Tdl1kYAB,001OH00000a6PYzYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - MFA issue,Medium,"KB0023476 - Advisor was able to register and currently stuck in the verification process when trying to sign in to workspace, she mentioned about OKTA as her MFA when she register yesterday but there is no code that will load in the app. Tried to reset the MFA.. use google authenticator this time and advisor was able to access workspace.
===========================

Hi Angel,

Glad to hear your response. The code that you need as of this moment should be coming from your multi-factor authenticator app/MFA that we have set up for you that day. Please check your phone for your MFA app and the code should be available for you there. Should you need further help with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
Hello Randy,

Happy New Year! Thank you for your help again last time! I am just back from vacation. I forget my password and click ""forget password"". Unfortunately, I still cannot receive the one-time 6-digit code after waiting for an hour. Can you please look into it?
Btw, I have finished the survey and you have been super helpful!



Hi Angel,

Thank you for contacting the workspace support about an issue with your multi-factor authenticator app/MFA.

We can confirm that you were able to register to workspace yesterday and just stuck with the authenticator code as you were not certain about your MFA set up. We have successfully reset it and selected a new app, and we got your access back to workspace. Please keep in mind that the code will be coming from your google authenticator app.

Thank you for giving me an opportunity to resolve your issue and for your patience. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T20:16:17.000+0000,False,False,005OH00000BFPZHYA5,2025-12-11T17:59:41.000+0000,005OH00000BFPZHYA5,2026-01-02T22:51:15.000+0000,005OH00000BFPZHYA5,2026-01-02T22:51:15.000+0000,(778)828-9326,,ylee.5614l@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcSddYAE,False,,24465282,0030A0000029eFLQAY,0010A000002w2e9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DFSA Application,Medium,"Support staff needed assistance with putting banking information in correct format.
*************
Hi Linda , thank you for contacting the workspace support today.

To recap our call, you wanted assistance with the format on the banking information for your DFSA application ,we were able to get the banking information in the format required.


If you are having any issues, please let me know in your response.


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T18:16:06.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T18:01:38.000+0000,005OH00000BFQFCYA5,2025-12-11T18:18:41.000+0000,005OH00000BFQFCYA5,2025-12-11T18:18:41.000+0000,(780)707-0298,,patrick.gagnon@apexfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcT58YAE,False,,24469169,003G0000018f7nJIAQ,0010A000002wPtmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:01:08.000+0000,False,False,0050A000000Hq5PQAS,2025-12-11T19:01:08.000+0000,0050A000000Hq5PQAS,2025-12-11T19:01:08.000+0000,0050A000000Hq5PQAS,2025-12-11T19:01:08.000+0000,(705)749-6776,,laura.boden@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcTLLYA2,False,,24471233,0030A00000B6pI1QAJ,0010A00000Bh7t6QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MFA,Medium,"Advisor wants to re-connect MFA  on their new phone.
*************
Hi Alex , thank you for contacting the workspace support today.

To recap our call, you wanted to add your MFA to your new phone, I was able to disconnect your current MFA. When you sign onto workspace you will receive a prompt to set up your authenticator for your MGA and Advisor solutions account.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T19:40:08.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T19:32:06.000+0000,005OH00000BFQFCYA5,2025-12-11T19:42:53.000+0000,005OH00000BFQFCYA5,2025-12-11T19:42:53.000+0000,(519)836-1791X113,,alex@cremasco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcTUvYAM,False,,24470093,0030A0000029ksaQAA,0010A000002w87VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User wants a report listing their MGA policies and GWL policies,Medium,"User wants a report listing their MGA policies and GWL policies

Hi Anderson, 

Thank you for contacting Workspace Support.  

At the current time Wayne could generate a book of business report listing all the clients linked to the first C comp code below (the second C code is not a producer code so no policies would be linked to the second one). 

For the other two GWL codes, they seem to be former Gold Key comp codes, which are not accessible through the advisor’s current Workspace access for MGA business. To proceed, please have Wayne complete the Service Only Workspace access request form. Our Distribution Methodology team will review and advise on eligibility for a Workspace account to view former Gold Key business. Here is the link to the form

If Gerald has any question on the form or the processing process for this form, they can send an email to distribution_methodology@canadalife.com. 

If Distribution Methodology grant Wayne a Service Only Workspace account, he will be able to replicate the same book of business client list report in their new Workspace Service Only account to get a list of the GWL comp code. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 






From: Chiu, Anderson <Anderson.Chiu@canadalife.com> 
Sent: Tuesday, December 9, 2025 10:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: wayne <wayne@pinkneyfinancial.com>
Subject: RE: UL Client Listing

Hello WS support,

May I please request a complete UL client listing for the advisor codes listed below?   Can this be done in workspace?

 



Regards, 
Anderson 

Ask me about how your client can receive three-months of premium waived on a CI policy with 5% premium reduction.  
________________________________________
Anderson Chiu, BA, CHS, CFP, CLU 
Regional Sales Manager, Insurance 
Canada Life 
780.292.5675
Anderson.chiu@canadalife.com

Popular Links: 
Practice site for our online applications, Online applications, Field Underwriting Guide 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand. 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

From: Wayne Pinkney <wayne@pinkneyfinancial.com> 
Sent: December 9, 2025 10:27 PM
To: Chiu, Anderson <Anderson.Chiu@canadalife.com>
Subject: [EXT] Re: Any chance???

That is fine. I want to send them info importance of their policy and getting more $'s in there for tax avoidance on death. Sent from my iPhone On Dec 9, 2025, at 9: 10 PM, Chiu, Anderson <Anderson. Chiu@ canadalife. com> wrote:  CAUTION: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
That is fine. I want to send them info importance of their policy and getting more $'s in there for tax avoidance on death. 
Sent from my iPhone

On Dec 9, 2025, at 9:10 PM, Chiu, Anderson <Anderson.Chiu@canadalife.com> wrote:
 
	CAUTION: This email originated from outside the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 
Which code is you currently active code?
 
 
 
 
 
 
 
Regards, 
Anderson 
 
Ask me about how your client can receive three-months of premium waived on a CI policy with 5% premium reduction.  
________________________________________
Anderson Chiu, BA, CHS, CFP, CLU 
Regional Sales Manager, Insurance 
Canada Life 
780.292.5675
Anderson.chiu@canadalife.com
 
 
From: Wayne Pinkney <wayne@pinkneyfinancial.com> 
Sent: December 9, 2025 9:07 PM
To: Chiu, Anderson <Anderson.Chiu@canadalife.com>
Subject: [EXT] Any chance???
 
I would like to have a list of all my clients holding UL policies Sent from my iPhone                                                                                                                                                          
I would like to have a list of all my clients holding UL policies
Sent from my iPhone",True,2025-12-19T21:07:48.000+0000,False,False,0055o000001zVCKAA2,2025-12-11T19:15:20.000+0000,0055o000001zVCKAA2,2025-12-19T21:07:48.000+0000,0055o000001zVCKAA2,2025-12-19T21:07:48.000+0000,(780)743-4368,,wayne@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcUqjYAE,False,,24465760,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:09:00.000+0000,False,False,005OH000005URvxYAG,2025-12-11T18:09:00.000+0000,005OH000005URvxYAG,2025-12-11T18:09:00.000+0000,005OH000005URvxYAG,2025-12-11T18:09:00.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcVy8YAE,False,,24467774,0030A0000029l2NQAQ,0010A000002w8FHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:39:37.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T18:39:37.000+0000,005OH00000BfonJYAR,2025-12-11T18:39:37.000+0000,005OH00000BfonJYAR,2025-12-11T18:39:37.000+0000,(604)676-6395,,rwhiton@intuitfinancial.com,(888)757-0872,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcW1RYAU,False,,24470290,003OH00000IHPEFYA5,001OH00000MSWgJYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:18:04.000+0000,False,False,005OH000002N6huYAC,2025-12-11T19:18:04.000+0000,005OH000002N6huYAC,2025-12-11T19:18:04.000+0000,005OH000002N6huYAC,2025-12-11T19:18:04.000+0000,(450)275-3733,,kim@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcW32YAE,False,,24470292,0030A0000029ghsQAA,0010A000002w4gqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:18:08.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T19:18:08.000+0000,005OH00000BfonJYAR,2025-12-11T19:18:09.000+0000,005OH00000BfonJYAR,2025-12-11T19:18:09.000+0000,(250)590-8481,,barb.finnerty@manulifewealth.ca,(250)590-8350,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcWkXYAU,False,,24467374,003OH00000Ya13nYAB,001OH00000hoYx5YAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace Registration,Medium,"***DDS*** 12/11/25
Name: MATTHEW MUSTAPIC
Phone:
Agent code: H7796
Reference: KB0017316 

Hello Matthew, 

Thank you for contacting the Workspace support group we would be happy to assist you regarding MGA Workspace Registration.

The advisor code you mentioned below F4109 is alligned with your Advisor Solutions channel.    

This new Activation code:1-1F2OV5E is for you to register for your MGA Workspace channel.

You will need to know your Advisor code under your MGA channel prior to registering for your User ID, if you do not know your MGA alligned advisor/comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com to have your welcome letter resent.  

As direct on the beginning on the email thread, to register for a User ID:
Register for a User ID (formerly RepNet ID)
•	Click here to get started and follow the provided instructions.


Please wait 2 business days after receiving your User ID to register for Workspace.
Register for Workspace
•	Click here to register
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace. 


If you run into any difficulties along the way and need to speak with a support agent, please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Matthew Mustapic <matthew@shaenwealth.com> 
Sent: December 11, 2025 9:09 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Register for access to Canada Life Workspace

Hello, Are you able to assist with the below chain? Again I am not exactly sure what needs to be done, I was told by Canada Life I had to change codes. Thanks Matthew Mustapic MBA, CFP Certified Financial Planner Suite 101C – 1001 William
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Are you able to assist with the below chain? Again I am not exactly sure what needs to be done, I was told by Canada Life I had to change codes.

Thanks

Matthew Mustapic MBA, CFP

Certified Financial Planner

 

 

Suite 101C – 1001 William Street.,  Thunder Bay, ON, P7B 6M1
Phone: (807) 935-1765 //  Fax: (807) 345-8765 // www.shaenwealth.com
Wealth Management 
Corporate & Personal Financial Planning 
Retirement & Estate Planning 
Pension and Benefit Consulting 
If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Louie, Eilleen <eilleen.louie@canadalife.com> 
Sent: December 10, 2025 4:39 PM
To: Matthew Mustapic <matthew@shaenwealth.com>
Subject: RE: Register for access to Canada Life Workspace

Hello Matthew,
You need register on workspace as it is a different access from your current code. If you need help please contact workspace.
 
Thanks
Eilleen Louie (she/her)
Senior Contracts Specialist (MGA)
Contracts and Financial Operations 
The Canada Life Assurance Company
 (416) 552-3452 | eilleen.louie@canadalife.com 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube 
 
| X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
From: Matthew Mustapic <matthew@shaenwealth.com> 
Sent: December 10, 2025 3:21 PM
To: Louie, Eilleen <eilleen.louie@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace
 
Thanks do you know who I would reach out to for assistance with this? I was told by people at Canada Life this needed to be done and now I have no further information on what to do including what it means to register with the MGA. Thank you
Thanks do you know who I would reach out to for assistance with this? I was told by people at Canada Life this needed to be done and now I have no further information on what to do including what it means to register with the MGA.
 
Thank you
 
Matthew Mustapic MBA, CFP
 
Certified Financial Planner
 
 
 
 
 
Suite 101C – 1001 William Street.,  Thunder Bay, ON, P7B 6M1
Phone: (807) 935-1765 //  Fax: (807) 345-8765 // www.shaenwealth.com
Wealth Management 
Corporate & Personal Financial Planning 
Retirement & Estate Planning 
Pension and Benefit Consulting 
If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
From: Louie, Eilleen <eilleen.louie@canadalife.com> 
Sent: December 10, 2025 2:12 PM
To: Matthew Mustapic <matthew@shaenwealth.com>
Subject: RE: Register for access to Canada Life Workspace
 
Hello Matthew,
I believe you need to register for the code under the MGA channel.
 
Thanks
Eilleen Louie (she/her)
Senior Contracts Specialist (MGA)
Contracts and Financial Operations 
The Canada Life Assurance Company
 (416) 552-3452 | eilleen.louie@canadalife.com 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube 
 
| X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
From: Matthew Mustapic <matthew@shaenwealth.com> 
Sent: December 10, 2025 11:49 AM
To: Louie, Eilleen <eilleen.louie@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace
 
Hi, Hoping for some guidance. I already have a rep code which is F4109. Someone from CL said we had to do this but I didn’t get any word on if I have to create brand new profiles on workspace or what needs to be done. Thanks Matthew Mustapic
Hi,
 
Hoping for some guidance. I already have a rep code which is F4109. Someone from CL said we had to do this but I didn’t get any word on if I have to create brand new profiles on workspace or what needs to be done.
 
Thanks
 
 
Matthew Mustapic MBA, CFP
 
Certified Financial Planner
 
 
 
 
 
Suite 101C – 1001 William Street.,  Thunder Bay, ON, P7B 6M1
Phone: (807) 935-1765 //  Fax: (807) 345-8765 // www.shaenwealth.com
Wealth Management 
Corporate & Personal Financial Planning 
Retirement & Estate Planning 
Pension and Benefit Consulting 
If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
From: Louie, Eilleen <eilleen.louie@canadalife.com> 
Sent: December 2, 2025 2:58 PM
To: Matthew Mustapic <matthew@shaenwealth.com>
Subject: Register for access to Canada Life Workspace
 
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	Please wait 2 business days after receiving your User ID to register for Workspace.
 
Your registration information
Name:	MATTHEW MUSTAPIC
Producer code:	Has been sent to your branch
Activation code:	1-1F2OV5E
Register for a User ID (formerly RepNet ID)
•	Click here to get started and follow the provided instructions.
Register for Workspace
•	Click here to register
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace. 
Do you have a support team who need access to your book of business?
•	To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form.
•	Once authorized, they will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your producer code.
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.
 
Please complete this questionnaire:
•	To help us better tailor our support and get to know you better, please complete this 1 minute survey.
 
 
Thank you,
Eilleen Louie (she/her)
Senior Contracts Specialist (MGA)
Contracts and Compensation Department 
The Canada Life Assurance Company
 (416) 552-3452 | eilleen.louie@canadalife.com",True,2025-12-11T18:33:39.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T18:33:39.000+0000,005OH00000BGeeHYAT,2025-12-11T18:34:19.000+0000,005OH00000BGeeHYAT,2025-12-11T18:34:19.000+0000,(807)935-1765,,matthew@shaenwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcWxSYAU,False,,24470263,003OH00000M992nYAB,001OH00000QuvTYYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User Unable to Complete Registration,Medium,"***DDS SL DEC 11 2025***

Caller reported that they are receiving error code W2302 when trying to complete registartion. 
user appears to be using correct activation code 

Will require escalation (INC1934934)

===Email Chain===

Good afternoon Shelley, 

Thank you for contacting the Workspace Support team. We understand that you have been experiencing an error message when attempting to complete your profile registration. We are happy to assist you in this matter. 
We have escalated this issue to the Digital Lab team for deeper investigation. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: SHELLEY LOUISE FLURI <SFLURI@PRIMERICA.COM> 
Sent: December 10, 2025 4:10 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] registration error

Good afternoon, I received an error code and it states my registration could not be completed. Please assist. Advisor code is P6689 and DRC is 3000 Thank you, Shelley Fluri -- You are receiving this message from Shelley L. Fluri on behalf of
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon,
I received an error code and it states my registration could not be completed.
Please assist.
Advisor code is P6689 and DRC is 3000

Thank you,
Shelley Fluri

-- 
You are receiving this message from Shelley L. Fluri on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd., branch office located at 3 - 251 St. Paul St. W, St. Catharines, ON L2S 2E4. I can be reached at 289-362-2180.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-16T14:16:27.000+0000,False,False,005OH000001yNnaYAE,2025-12-11T19:17:38.000+0000,005OH000001yNnaYAE,2025-12-16T14:16:28.000+0000,005OH000001yNnaYAE,2025-12-16T14:16:28.000+0000,(905)329-3727,,sfluri@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcXYaYAM,False,,24472706,003OH00000M9AwXYAV,001OH00000QuyUdYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Workspace Registration,Medium,"***DDS 2025-12-11***
User needed assistance with registering for Workspace as they were unable to continue after the password screen.
DDS assisted user with using a password that fit the criteria so user could complete registration.
 
================================================================================
****Email Chain**
Hello Shella,

It was a pleasure speaking to you earlier regarding your Workspace registration. We’re happy we were able to assist you in completing your Workspace registration and linking your Authenticator. 

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T19:54:56.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T19:54:56.000+0000,005OH00000AX0rVYAT,2025-12-11T20:05:09.000+0000,005OH00000AX0rVYAT,2025-12-11T20:05:09.000+0000,(587)832-5069,,sfernandez@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcYkjYAE,False,,24470846,003OH00000M982GYAR,001OH00000Quuh4YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue ERR-W2307,Medium,"CORAZON QUIAMBAO BALILO

Advisor was having above error message, Cleared cache and cookies and let her login. She was able to login successfully.

Hello Corazon,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you needed assistance for logging in to your account. We cleared cache and cookies, and the issue was resolved. You were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
Hello Corazon,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you needed assistance for logging in to your account. We cleared cache and cookies, and the issue was resolved. You were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T19:52:06.000+0000,False,False,005OH00000BFiyTYAT,2025-12-11T19:26:21.000+0000,005OH00000BFiyTYAT,2025-12-11T19:52:07.000+0000,005OH00000BFiyTYAT,2025-12-11T19:52:07.000+0000,(604)341-5692,,cbalilo@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcZAUYA2,False,,24466721,0030A0000029grQQAQ,0010A000002w4owQAA,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0055o000001t1uPAAQ,2025-12-11T18:23:59.000+0000,0055o000001t1uPAAQ,2026-02-05T21:25:38.000+0000,0055o000001t1uPAAQ,2026-02-05T21:25:38.000+0000,(647)545-3383,please use hotmail,wujiaying04@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hca50YAA,False,,24468716,0030A0000029fFWQAY,0010A000002w3TSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration/User ID,Medium,"NAME: YVONNE AU
ADVISOR OR SUPPORT STAFF: Support staff
ADVISOR CODE: D7458
ADVISOR NAME: TIM CHUANG 
PHONE: 
EMAIL: 
 
ISSUE: 
User is trying to access MGA workspace account
  
FINDINGS:
They are yet to register for workspace on the MGA side
 
TROUBLESHOOTING/RESOLUTION:
Advised user to contact distribution methodology for registration information (User ID) since they don’t have that.
Once they have the user id, we can assist with workspace registration. 


 
EMAIL:
 
--------------------------------------***DDS 12/11/2025***--------------------------
Hello Yvonne,
Thank you for contacting Workspace Support for access to your MGA workspace account.
As mentioned during the call, please contact Distribution_Methodology@canadalife.com for information about your User ID. Once you have your User ID, you can contact us again and we can assist you with registration.
Thank you.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-11T19:06:17.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T18:54:35.000+0000,005OH00000BGf2TYAT,2025-12-11T19:06:17.000+0000,005OH00000BGf2TYAT,2025-12-11T19:06:17.000+0000,(647)688-1627,,tim.chuang@radiantlifeinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hca6YYAQ,False,,24467030,003OH00000MauAPYAZ,001OH00000RPyEUYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy not LTV,Medium,"Caller Name: NATHANIEL GRAF
Advisor or support staff: Advisor 
Advisor Code: H4426 MGA
Advisor Name: NATHANIEL GRAF	
Phone: 604-880-1258
Email: nate.graf@graflifesolutions.com		
Siebel verification: N/A
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: N/A
Issue: Trying to place the policy/already issued/signed off on it. Term Policy/CI and Disability was completed same time. Only received an email saying it was not in order, It was returned to him. Its not LTV long term verification enabled for the CI and Disability

FINDINGS: POLICY#69098564C CI and 69098563D Disability Policy
checked both in Copilot Scott Lebaron Moore
he has a report showing its verified until 2036

checked and both policies are in Copilot.

no kbs found to help guide with this scenario

RESOLUTION: CALLED/CHECKED WITH ASSIST DESK SAMANTHA AND she also checked and noted to have him contact his RSA. found the RSM is Michael Araujo in SF and RSA listed in the wholesaling contact sheet is Teri Kokaritis. sent him an email with this info. 

--------------------------------------***DDS  12/11/2025***--------------------------
Hello Nathaniel,

Thank you for contacting Workspace Support today regarding a policy that was already issued and now sent back to you as it’s not been LTV enabled.

As discussed, the policy#69098564C CI and 69098563D Disability Policy were both signed/issued already, and you have no way of having the client sign /fix this. 

I’m sorry I was unable to assist you with resolving this as we here at Workspace Support are not equipped to make/accept such changes. 

Please reach out to your Regional Sales associate, Teri Kokaritis, Teri.kokaritis@canadalife.com and they will be able to assist you with resolving this issue.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T19:02:47.000+0000,False,False,005OH00000AUS7aYAH,2025-12-11T18:28:23.000+0000,005OH00000AUS7aYAH,2025-12-11T19:03:41.000+0000,005OH00000AUS7aYAH,2025-12-11T19:03:41.000+0000,(604)880-1258,,nate.graf@graflifesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcaD4YAI,False,,24468360,0030A0000029f6QQAQ,0010A000002w3KaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:48:54.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T18:48:54.000+0000,005OH00000BfonJYAR,2025-12-11T18:48:54.000+0000,005OH00000BfonJYAR,2025-12-11T18:48:54.000+0000,(604)235-5527,(778) 996-6569,eila@coreplan.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcaTCYAY,False,,24468918,003OH0000081SnFYAU,001G000000urMorIAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Tech Issue,Medium,"**WRS Email Thread** Dec 11 2025

Good Day Anna,

Thank you for contacting the Wealth Reporting Support team.

I understand you are experiencing difficulties generating forms in the Investment Centre. As an initial troubleshooting step, I recommend clearing all cookies and cache from your browser to ensure there are no underlying system issues.

If the error persists after clearing the cache, please contact your designated Advisor Service Representative (ASR), Jacqueline Robinson, for further assistance. You may reach her via email at jacqueline.robinson2@canadalife.com or by phone at 1-888-532-3322, ext. 4143.

Thank you for your attention to this matter. Please let us know if you require any additional support.

I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Anna Brown <Anna@bradywealth.ca> 
Sent: December 10, 2025 11:35 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] Generating Forms Issue

Good morning, I am looking for some assistance for an issue on Investment Centre. I have not been able to generate pre-populated forms for the last two days. The error I recieve is below. Is there a way to have this fixed today? It has made
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning,

I am looking for some assistance for an issue on Investment Centre.

I have not been able to generate pre-populated forms for the last two days.

The error I recieve is below.

 

Is there a way to have this fixed today? It has made productivity drop significantly.

I appreciate your assistance with this issue.

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-11T18:57:31.000+0000,False,False,005OH000002iN7rYAE,2025-12-11T18:57:31.000+0000,005OH000002iN7rYAE,2025-12-11T18:57:31.000+0000,005OH000002iN7rYAE,2025-12-13T02:03:01.000+0000,,,anna@bradywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcbPDYAY,False,,24467731,0030A0000029laVQAQ,0010A000002w8jPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to find Nominee Policies in Workspace,Medium,"How to find Nominee Policies in Workspace

Hi Yongmei, 

Thank you for contacting Workspace Support.  

There is no direct way to do so but there are a few workarounds.

Using the Companies tab located on the Manage Clients page

All nominee related plans should be located under the Companies tab. However, there might be non-nominee plan policies listed in this section. But the nominee policies should be easy to spot (under the name of BB Bank or other assignee). 

  

Generating the Book of Business Client List Report

I have attached a guide that will show you how to generate the Book of Business Client List Report. This report should also give you a view of all of these policies (along with all other policies). 

Let me know if you have any additional questions.

Have a wonderful day!

Thank you for your patience while I was working in your case. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback: complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Yongmei Zhang <zym964784@gmail.com> 
Sent: Tuesday, December 9, 2025 1:00 PM
To: Xie, Jocelyn (Yiting) <Jocelyn.Xie@canadalife.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>; Miao, Ivy <Ivy.Miao@canadalife.com>; Wei, Celeste <Celeste.Wei@canadalife.com>
Subject: [EXT] Re: FW: Kelly Zhang's question

Yes please! Thank you,Jocelyn. Best Regards! Yongmei (kelly) Zhang Director Polestar Wealth Corp Tel: 416-8504528*107 Cell: 4167269239 Greater Toronto Area (GTA) 675 Cochrane Dr. N500 Richmond Hill, ON Greater Vancouver Area (GTA) 415 - 6388
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Yes please!
Thank you,Jocelyn.

Best Regards!


Yongmei (kelly) Zhang
Director
Polestar Wealth Corp

Tel: 416-8504528*107
Cell: 4167269239

Greater Toronto Area (GTA)
675 Cochrane Dr.N500
Richmond Hill, ON

Greater Vancouver Area (GTA)
415 - 6388 No. 3 Road, 
Richmond BC V6Y 0L4 


This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please notify the sender immediately by return e-mail, and delete the e-mail from your system. Any disclosure, dissemination, distribution, or copying of this e-mail is strictly prohibited

Xie, Jocelyn (Yiting) <Jocelyn.Xie@canadalife.com> 于 2025年12月9日周二 下午3:52写道：
Hi Team,
We understand that with the nominee account policy search we have to type in the policy number instead of the client name. is there a way that can make all the policies advisor managed show up, like if advisor wish to view her entire book which can make the all the nominee account policies also show up ? 
Warm regards,
Jocelyn
Work Phone: 416-552-6621 (New! Since 2025 Jan)
Email: Jocelyn.xie@canadalife.com 
Wechat: 814118893
Helpful Links: 
Insights & advice (Client friendly) FundGrade A+® Awardswinning Funds Morningstar Top rated Funds 中文资料（chinese marketing material）
2025 Advisor Bonus incentive(Up to additional $45k, Up to additional 1.2% ) 2025顾问奖金计划（最高额外拿$四万五 ）
Application Form Process MER Calculator Weekly PM Recap 
Seg Fund Info Folder Seg Fund Series Guide Mutual Fund Series Guide Risk Tolerance Questionnaire 
Seg Funds – Perforamce/Overview Mutual Fund – Perforamce/Overview 
Senior Client Toolkit Retirement Toolkit Female Client Toolkit Market Volatility Toolkit
Estate planning Toolkit Get help to plan or settle an estate | ClearEstate CE - Accredited Courses
Compound Calculator Retirment income calculator 
My Canada Life(client portal) 
Client Service - Investments - 1 (888) 252-1847 press 1 for English then press 2
Client Service - Investments email – MGA : ISP_Customer_Care@canadalife.com
Canadalife/Quadrus Mutual Funds : 1-888-532-3322. or email advisordirectscan@canadalife.com
Annuity inquiry: annuityquote@canadalife.com.
Commission Inquiry: ADSL FieldCommissions@canadalife.com (MGA)Commissions@canadalife.com
Workspace Support: 1-800-475-7001 CLWorkspaceSupport@canadalife.com 
For Canada Life direct advisor (Advice Canada) only, you can also use Relay, an online chat service, available through Workspace under the Support tab, if you need a quick answer to a question regarding a process, a contact person, or a form. 
Jocelyn Xie 
Regional Sales Representative, Wealth Management
Product Solutions Centre, Greater Toronto Area 
Work Phone: 416-552-6621
Suite 301, 2005 Sheppard Ave. East
Toronto, ON, M2J 5B4
Email: Jocelyn.xie@canadalife.com 
Wechat: 814118893
Languages: English, Mandarin
Hours of Work: 9:00 am – 5:00 pm ET, Mon-Fri
Your Canada Life Investment Sales Team :
Ivy Miao, CIM®|Regional Sales Manager, Wealth
Ivy.miao@canadalife.com| 647-832-3575
Jocelyn Xie | Regional Sales Representitive, Wealth
Jocelyn.xie@canadalife.com| 416-552-6621
Celeste Wei| Regional Sales Associate, Wealth
celeste.wei@canadalife.com | (416) 552-3463
MGA Compensation
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Miao, Ivy <Ivy.Miao@canadalife.com> 
Sent: December 9, 2025 3:32 PM
To: Xie, Jocelyn (Yiting) <Jocelyn.Xie@canadalife.com>
Subject: Kelly Zhang's question
Hi Jocelyn,
As discussed, please liaise with Workspace team and get back to Kelly.
Thank you.
Ivy
Ivy Miao, CIM®
Regional Sales Manager, Wealth Management
Tel: 647.832.3575
Email: ivy.miao@canadalife.com
Jocelyn Xie
Regional Sales Representative, Wealth
jocelyn.xie@canadalife.com | 416-552-6621
Celeste Wei
Regional Sales Associate, Wealth
celeste.wei@canadalife.com | 416-552-3463
Welcome to the new Canada Life
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
From: Yongmei Zhang <zym964784@gmail.com> 
Sent: December 9, 2025 11:39 AM
To: Miao, Ivy <Ivy.Miao@canadalife.com>
Subject: Re: [EXT] Re: Meeting: Canada Life seg fund update
Hi, Ivy, Very appreciate your update for us yesterday. As I told you yesterday, my client's account is not shown on the client page. I have to type policy # in the search box to find it, very inconvenient . Policy # is :#411107360 client
Hi, Ivy, 
Very appreciate your update for us yesterday.
As I told you yesterday, my client's account is not shown on the client page. I have to type policy # in the search box to find it, very inconvenient .
Policy # is :#411107360 client name: Yiwen Sun

Can yu please help to find why.
Thank You!
Nerry Christmas!
Best Regards!


Yongmei (kelly) Zhang
Director
Polestar Wealth Corp
Tel: 416-8504528*107
Cell: 4167269239
Greater Toronto Area (GTA)
675 Cochrane Dr.N500
Richmond Hill, ON
Greater Vancouver Area (GTA)
415 - 6388 No. 3 Road, 
Richmond BC V6Y 0L4 
This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please notify the sender immediately by return e-mail, and delete the e-mail from your system. Any disclosure, dissemination, distribution, or copying of this e-mail is strictly prohibited
On Thu, Dec 4, 2025 at 3:34 PM Miao, Ivy <Ivy.Miao@canadalife.com> wrote:
Great. I’ll send you a Teams links now.
Best,
Ivy
Ivy Miao, CIM®
Regional Sales Manager, Wealth Management
Tel: 647.832.3575
Email: ivy.miao@canadalife.com
Jocelyn Xie
Regional Sales Representative, Wealth
jocelyn.xie@canadalife.com | 416-552-6621
Celeste Wei
Regional Sales Associate, Wealth
celeste.wei@canadalife.com | 416-552-3463
Welcome to the new Canada Life
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
From: Yongmei Zhang <zym964784@gmail.com> 
Sent: December 4, 2025 3:33 PM
To: Miao, Ivy <Ivy.Miao@canadalife.com>
Subject: [EXT] Re: Meeting: Canada Life seg fund update
Hi Ivy, Monday @1pm works for me. Send me zoom link please. Thank You! Best Regards! Yongmei (kelly) Zhang Director Polestar Wealth Corp Tel: 416-8504528*107 Cell: 4167269239 Greater Toronto Area (GTA) 675 Cochrane Dr. N500 Richmond Hill, ON
Hi Ivy,

Monday @1pm works for me.
Send me zoom link please. 

Thank You!
Best Regards!


Yongmei (kelly) Zhang
Director
Polestar Wealth Corp
Tel: 416-8504528*107
Cell: 4167269239
Greater Toronto Area (GTA)
675 Cochrane Dr.N500
Richmond Hill, ON
Greater Vancouver Area (GTA)
415 - 6388 No. 3 Road, 
Richmond BC V6Y 0L4 
This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please notify the sender immediately by return e-mail, and delete the e-mail from your system. Any disclosure, dissemination, distribution, or copying of this e-mail is strictly prohibited
On Thu, Dec 4, 2025 at 3:23 PM Miao, Ivy <Ivy.Miao@canadalife.com> wrote:
Hi Kelly,
I would like to schedule a virtual meeting with you so I can give you an update on Canada Life wealth and seg fund highlights.
Are you free on at 1pm on Monday Dec 8th, or Thursday December 11 (early afternoon)?
Warm regards,
Ivy
Ivy Miao, CIM®
Regional Sales Manager, Wealth Management
Tel: 647.832.3575
Email: ivy.miao@canadalife.com
Jocelyn Xie
Regional Sales Representative, Wealth
jocelyn.xie@canadalife.com | 416-552-6621
Celeste Wei
Regional Sales Associate, Wealth
celeste.wei@canadalife.com | 416-552-3463
Welcome to the new Canada Life
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram",True,2025-12-11T18:38:47.000+0000,False,False,0055o000001zVCKAA2,2025-12-11T18:38:47.000+0000,0055o000001zVCKAA2,2025-12-11T18:39:12.000+0000,0055o000001zVCKAA2,2025-12-11T18:39:12.000+0000,(416)726-9239,(416) 726-9239,zym964784@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcbtrYAA,False,,24467932,003G0000018f6rgIAA,0010A000002wOtQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:42:07.000+0000,False,False,0050A000000Hq5PQAS,2025-12-11T18:42:07.000+0000,0050A000000Hq5PQAS,2025-12-11T18:42:08.000+0000,0050A000000Hq5PQAS,2025-12-11T18:42:08.000+0000,(705)761-6645,(705) 761-6645,brian@heritagewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcbygYAA,False,,24467695,0030A0000029ovbQAA,0010A000002wBV9QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1282 - Login issue,Medium,"PAULINE HADDAD

Advisor was having issues ERR-W1282. They were able to reset their password and this allows them to login successfully.",True,2025-12-11T18:51:08.000+0000,False,False,005OH00000BFiyTYAT,2025-12-11T18:38:21.000+0000,005OH00000BFiyTYAT,2025-12-11T18:51:08.000+0000,005OH00000BFiyTYAT,2025-12-11T18:51:08.000+0000,(514)979-4436,,pauline@gestionph.com,(514)343-0199,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcclEYAQ,False,,24471490,0035o000006wJxeAAE,0015o000007Yc3XAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:36:12.000+0000,False,False,005OH000002N6huYAC,2025-12-11T19:36:12.000+0000,005OH000002N6huYAC,2025-12-11T19:36:13.000+0000,005OH000002N6huYAC,2025-12-11T19:36:13.000+0000,(450)672-0245X104,5142486031,annie.champagne@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hccmkYAA,False,,24472963,003OH00000PtpRoYAJ,001OH00000VW2TKYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA worskpace unlock and password reset,Medium,"*****DDS**** 12/11/2025
User needed help unlocking mga workspace account. DDS authenticated and assisted user. 


ref: KB0017399


*****EMAIL CHAIN******

Hello Jen, 

     It was a pleasure assisting you with your password reset and account unlock today. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:17:28.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T19:59:08.000+0000,005OH00000BFQFHYA5,2025-12-11T20:17:28.000+0000,005OH00000BFQFHYA5,2025-12-11T20:17:28.000+0000,(204)573-4944,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hceTbYAI,False,,24472273,003OH00000VWEikYAH,001OH00000cRT3IYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration for User ID,Medium,"Assisted advisor with registering for user ID.
**********
Hi Nicholas       , thank you for contacting the workspace support today.

To recap our call, I assisted you with part 1 of your workspace registration , in 2 business days you should be able to complete part 2 of the registration.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T19:59:31.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T19:48:13.000+0000,005OH00000BFQFCYA5,2025-12-11T20:33:48.000+0000,005OH00000BFQFCYA5,2025-12-11T20:33:48.000+0000,(705)869-6705,,nicholas.siren@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcedDYAQ,False,,24467984,003OH00000M95iVYAR,001OH00000QumUcYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace registration - Primerica,Medium,"***DDS Dec.11/2025***
Advisor needed the Primerica Workspace registration email sent to them. Responded to user and advised I would reach out to the appropriate team to have the registration email sent to the Advisor. Sent an email to SFMCDMsupport@canadalife.com and included the necessary supporting info for the team to send the Advisor that registration email.

REF KB: KB0023538

*****Email*****

Hello Team,

The below Primerica Advisor indicated they did not receive their registration letter. Please resend.

Email Address: SNIEGOCKI.NANCY@PRIMERICA.COM
First Name: NANCY
Last Name: SNIEGOCKI
Language: English
Producer Code: P3585
Activation ID: PME3585

Thanks.

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Erika,

Thanks for contacting the Workspace Support team regarding having the Advisor’s Primerica Workspace Registration email resent.

I have contacted the appropriate team to request a new registration email to be sent to the user. Please allow some time for this email to come through.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Sowka, Erika <Erika.Sowka@canadalife.com> 
Sent: December 11, 2025 9:57 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: NANCY SNIEGOCKI <sniegocki.nancy@primerica.com>
Subject: Resend Primerica Registration Email - Case - 24467984

Good morning team,

I hope all is well!

May we please resend credentials to the following advisor: Nancy Sniegocki (P3585)

Thank you in advance!

Erika Sowka
Business Development Associate, Wealth Management
Erika.Sowka@canadalife.com 
Phone: 416-552-6405

In partnership with:
Elliot Pong, CIM®
Director of Business Development, Wealth Management
Elliot.Pong@canadalife.com 
Cell: 647-861-3821 Phone: 226-401-5857

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-12-11T18:42:56.000+0000,False,False,005OH00000BFQFBYA5,2025-12-11T18:42:56.000+0000,005OH00000BFQFBYA5,2025-12-11T19:31:24.000+0000,005OH00000BFQFBYA5,2025-12-11T19:31:24.000+0000,(905)687-0950,,sniegocki.nancy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcedEYAQ,False,,24468019,0030A0000029fYxQAI,0010A000002w3ihQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:43:36.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T18:43:36.000+0000,005OH00000BfonJYAR,2025-12-11T18:43:36.000+0000,005OH00000BfonJYAR,2025-12-11T18:43:36.000+0000,(604)637-0332,,adib@coreplan.net,(604)434-4906,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcei2YAA,False,,24468163,0030A000008qqHJQAY,0010A000009ljLoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP Application issue,Medium,"***DDS Dec.11/2025***
User was getting the 'Redwood' error code when completing the SP app. Followed the appropriate KBA and reached out to assist line when I had done a few of the trouble shooting steps. Concluded with the assist line that this needed to be escalated to L2 so I did a warm transfer so user can receive further assistance from L2.

REF KB: KB0022199",True,2025-12-11T19:08:04.000+0000,False,False,005OH00000BFQFBYA5,2025-12-11T18:45:57.000+0000,005OH00000BFQFBYA5,2025-12-11T19:09:11.000+0000,005OH00000BFQFBYA5,2025-12-11T19:09:11.000+0000,(613)354-2726,,maryann@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcfXeYAI,False,,24467903,0030A0000029kQ1QAI,0010A000002w7leQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:41:42.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T18:41:42.000+0000,005OH00000BfonJYAR,2025-12-11T18:41:42.000+0000,005OH00000BfonJYAR,2025-12-11T18:41:42.000+0000,(604)728-7739,,bklee@shaw.ca,(604)251-6828,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcfasYAA,False,,24468618,0030A0000029nn3QAA,0010A000002wAasQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:52:49.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T18:52:49.000+0000,005OH00000BfonJYAR,2025-12-11T18:52:49.000+0000,005OH00000BfonJYAR,2025-12-11T18:52:49.000+0000,(250)953-6818,(250) 953-6818,bryce@littleanddavies.com,(250)953-6828,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcgQWYAY,False,,24468813,003OH00000J0H4RYAV,001OH00000NI5QeYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:55:51.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T18:55:51.000+0000,005OH00000BfonJYAR,2025-12-11T18:55:51.000+0000,005OH00000BfonJYAR,2025-12-11T18:55:51.000+0000,(604)637-0339,,alicia@coreplan.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcgYYYAY,False,,24469015,003OH00000NZWxbYAH,001OH00000Sd5TWYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration,Medium,"***DDS*** 12/11/25
Name: MELODY DEBORAH Prevost
Phone:780-885-7464
Agent code: P9080
Reference: KB0023469 
Hello Melody,

Thank you for contacting the Workspace support group, it was a pleasure speaking with you today.

To recap our call:

We completed registration by entering the activation code.
We were able to setup MFA by disconnecting the current MFA and resetup a new MFA (Google Authenticator)
We were able to log in, out and back in again.


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-12-11T20:12:34.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T18:58:52.000+0000,005OH00000BGeeHYAT,2025-12-11T20:12:34.000+0000,005OH00000BGeeHYAT,2025-12-11T20:12:34.000+0000,(780)885-7464,,melody.prevost@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcgYZYAY,False,,24469141,003OH00000M93N9YAJ,001OH00000QurkOYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace registration,Medium,"A DIANA WESTRIK

Advisor was stuck on one time password they were advise to use authenticator app for the code. They were able to complete registration.

Hello Diana,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, you needed assistance with workspace registration. You shared your screen with me, and I provided you the further steps. You were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T19:14:15.000+0000,False,False,005OH00000BFiyTYAT,2025-12-11T19:00:49.000+0000,005OH00000BFiyTYAT,2025-12-11T19:14:15.000+0000,005OH00000BFiyTYAT,2025-12-11T19:14:15.000+0000,(519)823-3336,,awestrik@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcgwjYAA,False,,24468001,003OH00000JynSlYAJ,001OH00000OQ6K8YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T18:43:15.000+0000,False,False,0055o000001h4cFAAQ,2025-12-11T18:43:15.000+0000,0055o000001h4cFAAQ,2025-12-11T18:43:15.000+0000,0055o000001h4cFAAQ,2025-12-11T18:43:15.000+0000,(204)362-7288,,andy@mikelynesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hch3DYAQ,False,,24470404,003G0000018f75yIAA,0010A000002wP9IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:19:54.000+0000,False,False,005OH000002N6huYAC,2025-12-11T19:19:54.000+0000,005OH000002N6huYAC,2025-12-11T19:19:55.000+0000,005OH000002N6huYAC,2025-12-11T19:19:55.000+0000,(450)536-0875,(514) 608-9168,alexandra.proulx@trinum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hchUcYAI,False,,24468143,0030A0000029bNDQAY,0010A000002w0L5QAI,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Wealth and Insurance Client Listing request/follow up,Medium,"report provided 

**EMAIL**

Hi Adel,

As mentioned in my previous email, please see below for your password-protected Excel file:
9J5T324PKP

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Adel,

As discussed in our call, please find the attached file of 77715 Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",False,,False,False,005OH0000071DK9YAM,2025-12-11T18:45:29.000+0000,005OH0000071DK9YAM,2025-12-11T20:53:08.000+0000,005OH0000071DK9YAM,2025-12-11T20:53:08.000+0000,(613)271-0633,,aaly@sympatico.ca,(613)592-5911,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hchUgYAI,False,,24469863,0035o000007Zh6uAAC,0015o000008GBBOAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:11:52.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T19:11:52.000+0000,005OH00000BfonJYAR,2025-12-11T19:11:53.000+0000,005OH00000BfonJYAR,2025-12-11T19:11:53.000+0000,(604)662-1874,,sharding@mackieresearch.com,(778)373-4101,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hciiSYAQ,False,,24473352,003G0000018f6yJIAQ,0010A000002wP0xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Decomm Inquiry,Medium,"***DDS***

User was asking if he should see client policy data in the CRM download > No, client details will still be listed in Workspace; other tertiary protocols like Tasks and contact info can be found in the CRM download
Matt Stewart - matt@pointway.ca
23078


Email==================================


Good afternoon Matt,

Thank you for reaching out to Workspace Support regarding this CRM decomm inquiry. Only some of the client data will be included in the CRM decom datafile. Any missing info will still be housed on Workspace.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
    
Jason M.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com   
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:11:57.000+0000,False,False,005OH0000064XtBYAU,2025-12-11T20:06:14.000+0000,005OH0000064XtBYAU,2025-12-11T21:47:12.000+0000,005OH0000064XtBYAU,2025-12-11T21:47:12.000+0000,(519)936-7257,(519) 854-3133,matt@pointway.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hckCNYAY,False,,24474193,0030A0000029g6xQAA,0010A000002w4AeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:19:56.000+0000,False,False,005OH000006owoYYAQ,2025-12-11T20:19:56.000+0000,005OH000006owoYYAQ,2025-12-11T20:19:56.000+0000,005OH000006owoYYAQ,2025-12-11T20:19:56.000+0000,(306)384-7216,,david@krahnfinancial.ca,(306)934-3374,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hckp3YAA,False,,24468724,0030A000001XnZBQA0,0010A000002wMysQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected caller- Policy related question,Medium,Advisor is looking for info related to investment centre fee and advisor fee. They were transferred to client services.,True,2025-12-11T19:00:39.000+0000,False,False,005OH00000BFiyTYAT,2025-12-11T18:54:44.000+0000,005OH00000BFiyTYAT,2025-12-11T19:00:39.000+0000,005OH00000BFiyTYAT,2025-12-11T19:00:39.000+0000,(250)415-2765,,brandon@gloverprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hckyoYAA,False,,24473783,003OH00000PJXjoYAH,001OH00000Un3wYYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace - MGA link Advice Canada.,Medium,"***DDS*** 12/11/25
Name: Kimberley Thibault
Phone:
Agent code: H6037
Reference: KB0017316 

Hello Kimberly,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding MGA Workspace - MGA link Advice Canada.

It looks like do have not yet registered for MGA Workspace. 

To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kimberley Thibault <kim@taggartwealth.com> 
Sent: December 11, 2025 9:48 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: 24473783 - [EXT] MGA link Advice Canada 

Good morning, I am trying to add the MGA link through Advice Canada and require assistance and or instructions on how to do so. I have attempted this in the past without luck. Thank you, Kimberley Thibault Executive Assistant. Mobile: 613. 371. 0919
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning,

I am trying to add the MGA link through Advice Canada and require assistance and or instructions on how to do so. I have attempted this in the past without luck. 


Thank you,",True,2025-12-11T20:21:24.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T20:13:32.000+0000,005OH00000BGeeHYAT,2025-12-11T20:21:24.000+0000,005OH00000BGeeHYAT,2025-12-11T20:21:24.000+0000,(613)724-8247,,mark@taggartwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcllBYAQ,False,,24469983,0030A0000029pqaQAA,0010A000002wCD4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:13:33.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T19:13:33.000+0000,005OH00000BfonJYAR,2025-12-11T19:13:34.000+0000,005OH00000BfonJYAR,2025-12-11T19:13:34.000+0000,(604)855-0034,,deanl@fraserfinancial.com,(604)855-1734,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcmZ8YAI,False,,24470144,0030A0000029j6KQAQ,0010A000002w6fHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:15:58.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T19:15:58.000+0000,005OH00000BfonJYAR,2025-12-11T19:15:59.000+0000,005OH00000BfonJYAR,2025-12-11T19:15:59.000+0000,(604)939-6163,(778) 836-6163,sultana@shaw.ca,(604)939-1455,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcn0cYAA,False,,24474309,0030A0000029a7dQAA,0010A000002vzKuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:21:27.000+0000,False,False,00516000007Qeg2AAC,2025-12-11T20:21:27.000+0000,00516000007Qeg2AAC,2025-12-11T20:21:28.000+0000,00516000007Qeg2AAC,2025-12-11T20:21:28.000+0000,(416)728-9366,(416) 728-9366,fortunelifeclub@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcoawYAA,False,,24472372,003OH00000TutnZYAR,001OH00000aTOe1YAG,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support- Policy Detail,Medium,"SL - Sent email to CIS to inquire about the correction. Correction completed. Advised MA issue should be resolved within 3-5 business days once the data feeds into Workspace.

user inquiry of the ownership of policy showing inder insured name.
NO exact KBA
Using KBA KB0021453
confirm information showing correct after verifying copilot.
refer to client service for process inquiry if change is required
Escalated to SL for investigation.
email===============================================================================

Good morning Donna,

We’ve heard back from the head office team regarding the correction to the account owner name. It’s been updated in the backend system that feeds into Workspace and you should see this update on Workspace within 3-5 business days. If the issue persists at that time, please let us know so we can assist further.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 22, 2025 11:56 AM
To: Kelly, Donna <donna@theinsuranceman.ca>
Subject: RE: Policy S0004320P - 1561922 Ontario Ltd.-24472372

Hello Donna,

Thank you for following up on this issue.

This was escalated for correction and we haven’t heard back from the team handling it. We’ve reached out for an update and will provide more information as soon as we hear back from them.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Donna Kelly <donna@theinsuranceman.ca> 
Sent: December 22, 2025 10:33 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Policy S0004320P - 1561922 Ontario Ltd.-24472372

Hi there, Any word on this? It seems to be taking a long time. Thanks. Donna Donna Kelly Administrative Assistant The Insurance Man (Pembroke) Ltd. Member of Palladium Insurance Group 870 Pembroke St. East Pembroke, ON K8A 3M2 https: //www. theinsuranceman. ca/
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

Any word on this?  It seems to be taking a long time.  Thanks.  Donna



Donna Kelly
Administrative Assistant

The Insurance Man (Pembroke) Ltd. 
Member of Palladium Insurance Group
870 Pembroke St. East
Pembroke, ON
K8A 3M2
https://www.theinsuranceman.ca/

Tel: 613-735-1500
Fax: 613-732-8885 


Notice: Coverage cannot be bound, altered or cancelled by leaving an email message; confirmation from one of our licenced brokers is required in order to effect changes.  

The contents of this communication, including any attachment(s) are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient). please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of it or it's contents.  Thank You.



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 9:21 AM
To: Donna Kelly <donna@theinsuranceman.ca>
Subject: RE: Policy S0004320P - 1561922 Ontario Ltd.-24472372

Hello Lawrie,

Thank you for raising this issue regarding the account name appearing as the insured’s name on Workspace and in CIS.

We’ve reached out to CIS to see if they can make the update and will follow-up with the user once we have more information.
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 9:16 AM
To: Workspace Service Leaders <WorkspaceServiceLeaders@canadalife.com>
Subject: FW: Policy S0004320P - 1561922 Ontario Ltd.-24472372

Hello Service leaders,
Please investigate this case, I could not find the exact KBA for it.
Using KBA KB0021453

Users report the policy S0004320P is supposed to be under owner 1561922 Ontario Ltd.-24472372 upon on verifying both co-pilot and Workspace the owner shows as the insured James Lapointe.

However, on the Workspace summary report the owner is shows as 1561922 Ontario Ltd.-24472372, which differs from the system.

I have verified with the user Donna Kelly (MA) she confirms that this was originally a Term policy B453010-0 which was converted, therefore the owner should not have changed.

Above is a screen shot of the Summary showing on Workspace.

Client information: JAMES LAPOINTE
DOB:18 Sep 1958
Policy: S0004320P
Salesforce id: 02iOH00000I84ttYAB
Advisor: Dave Gareau(W2206)


 

 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
   




From: Donna Kelly <donna@theinsuranceman.ca> 
Sent: December 11, 2025 2:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Policy S0004320P - 1561922 Ontario Ltd.-24472372

Yes, I can confirm that 1561922 Ontario Ltd is supposed to be the policyowner. We just did a conversion of the term policy B453010-0 which resulted in this new policy and there was no transfer of ownership. See details below from the policy
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ZjQcmQRYFpfptBannerEnd
Yes, I can confirm that 1561922 Ontario Ltd is supposed to be the policyowner.  We just did a conversion of the term policy B453010-0 which resulted in this new policy and there was no transfer of ownership.  See details below from the policy change department. I trust this is now satisfactory to have this corrected.  Thanks.  Donna



From: Anifalaje, Feyikemi <feyikemi.anifalaje@canadalife.com> 
Sent: December 2, 2025 12:23 PM
To: Dave Gareau <dave@theinsuranceman.ca>
Subject: Conversion Notice /1561922 ONTARIO LTD / B453010-0 /S0004320P
 
Hi,
 
The conversion requested on policy number B453010-0 has been completed and settled.  The new policy number is S0004320P, with an effective date of 21NOV2025. The policy contract will be sent via interoffice mail by our mail distribution team within three to five business days.
 
Information applicable to the conversion is denoted by an ‘X’ below:
 
 
X	This was a full term conversion, and original policy number B453010-0 has been cancelled.
	This was a partial term conversion, and the balance of the original policy number --------- has been cancelled.
	Please return or destroy the original policy contract.
	This was a partial Term conversion and the balance of the original policy number --------------- has been reduced adjusted and kept inforce.
	This policy is the result of an election from the Guaranteed Purchase Option/Insurance Benefit on policy number _____________.
	This policy is a result of a joint exchange of policy number ________________.
	Overpayment of $------------ from the original policy has been: 
	applied to the new policy towards 
	left on account of the original policy 
	Refunded by cheque
 
	We have made a Pre-Authorized Withdrawal to pay the: 
	Full initial premium of $----------------
	Balance of $------------------------
 
X	Pre-Authorized withdrawals will commence on 01JAN2025.
X	This conversion met requirements to be submitted via the Online Term Conversion application. For future conversions please check the eligibility through workspace.
 
Reminder: Please send the requirements to the person who requested them.
 
Note: The New Business mailbox is only for new issue policies.
 
 
 
 
 
 
Please be advised that our turnaround time for processing conversions is 5 business days.  
 
All placing requirements will be handled in the order it was received.
 
If you are inquiring on the status of a pending conversion, updates can be obtained on Advisors Hub.
 
Also, if you are requiring forms or applications for conversions, these can also be found in the Advisor Content Hub on Workspace under Forms & Processes. 
 
 
Thank you
 
 
 
Feyikemi (Fey) Anifalaje (She/Her)
In-force Policy Analyst, Insurance Operations, In-Force Policy | Canada Operations
Analyste Exploitation Assurance, Polices en vigueur | Exploitation, Canada
 
feyikemi.anifalaje@canadalife.com   | Phone/Téléphone: 1-226-243-8257  | Toll-free/Téléphone sans frais: 1-888-252-1847
 
 







Donna Kelly
Administrative Assistant

The Insurance Man (Pembroke) Ltd. 
Member of Palladium Insurance Group
870 Pembroke St. East
Pembroke, ON
K8A 3M2
https://www.theinsuranceman.ca/

Tel: 613-735-1500
Fax: 613-732-8885 


Notice: Coverage cannot be bound, altered or cancelled by leaving an email message; confirmation from one of our licenced brokers is requ
ents.  Thank You.",True,2026-01-09T13:31:50.000+0000,False,False,0050A000000qsPeQAI,2025-12-11T19:49:46.000+0000,005OH00000AZ3ZxYAL,2026-01-09T13:31:50.000+0000,0050A000000qsPeQAI,2026-01-09T13:31:50.000+0000,(647)965-6075,,kelly.donna@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcpC3YAI,False,,24470748,0030A0000029erBQAQ,0010A000002w36OQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:25:08.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T19:25:08.000+0000,005OH00000BfonJYAR,2025-12-11T19:25:08.000+0000,005OH00000BfonJYAR,2025-12-11T19:25:08.000+0000,(604)626-6381,(604) 626-6381,rdouglas@dtfs.ca,(866)876-8975,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcpSJYAY,False,,24472798,003OH00000MFQwnYAH,001OH00000R27KaYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-FASAT SITE,Medium,"user request learning tool on fasat , use KB0021250 to to assist.

email======================================================================
Bonjour Youri,

Merci d’avoir contacté le support de l’espace d’affaire concernant le relevés de ventes.

Malheureusement, nous n'avons pas l'accès ou les connaissances pour aider avec cette requête. Cependant, vous pouvez envoyer un e-mail à l'équipe phasât directement sur tax_mdrt&accounting@canadalife.com  pour l'assistance.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:21:52.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-11T19:56:21.000+0000,005OH00000AZ3ZxYAL,2025-12-11T20:21:52.000+0000,005OH00000AZ3ZxYAL,2025-12-11T20:21:52.000+0000,(438)868-0481,,youri.ronai-hird@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcpTmYAI,False,,24469879,0030A0000029ocBQAQ,0010A000002wBEJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is inquiring how to register for Workspace. - forgot User ID password - self guide to reset password to register (won't allow)
KB0020858  - authenticated (rotation 2) - reset temporary password - register
KB0016714  - set up MFA 

Email: vickyhuang@crius.ca
Code: B7227

*********************************************************
Good afternoon, Xin Hao

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully register for your Workspace account.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T19:29:40.000+0000,False,False,005OH00000BG5v4YAD,2025-12-11T19:12:07.000+0000,005OH00000BG5v4YAD,2025-12-11T19:39:35.000+0000,005OH00000BG5v4YAD,2025-12-11T19:39:35.000+0000,(604)438-3699,,vickyhuang@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcq01YAA,False,,24469731,0030A0000029iHbQAI,0010A000002w61vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support-Reset password,Medium,"user called requesting assistance for password reset however we did not need to assist as he was able to do the selfserve reset.
he also mention of the delegation access for his ma, as mga he has a third party link and need to complete the form to request access.

email=================================================================================
Bonjour Jonathan,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre la réinitialisation de mot , J'ai vraiment apprécié notre échange.

Lors de notre appel, vous avez pu utiliser le lien de réinitialisation du mot de passe automatique, changer votre mot de passe. Nous n'avons pas eu besoin d'aide pour réinitialiser de notre côté.

Comme nous l’avons mentionné pour l’accès à la délégation, veuillez remplir le formulaire d’accès tiers que vous avez reçu pour que votre assistant ait accès à votre liste de clients

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T19:23:06.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-11T19:09:58.000+0000,005OH00000AZ3ZxYAL,2025-12-11T19:23:06.000+0000,005OH00000AZ3ZxYAL,2025-12-11T19:23:06.000+0000,(819)678-4745,,jonathan.poulin@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcqJVYAY,False,,24474639,003OH00000N2nE1YAJ,001OH00000RxRw2YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Email Change,Medium,"NAME: NICOLE MANCHUR 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: H4357
PHONE: +1 403-986-7749 
EMAIL: nicole.manchur@iainvestia.ca
 
ISSUE: 
User wants to update their email for signing into workspace
 
AUTHENTICATION (If Required):
KB0023058 
Authenticated user as MGA advisor
Passed december authentication questions.
 
FINDINGS:
Email on APEXA does not match the one user wants to update  
 
TROUBLESHOOTING/RESOLUTION:
 Updated email on SF after authenticating user
Advised user to update information on APEXA.
User confirmed that they have updated this information
Went email to Tracy.Aphayvong@canadalife.com for this to be looked into since it has been more than 48 hours since APEXA was updated but we have not received it yet.
 
EMAIL:
 
--------------------------------------***DDS DEC/11/2025***--------------------------
Hello Nicole,
Thank you for contacting Workspace Support to update your workspace sign in email.
To summarize our call, I was able to successfully update you sign in email on workspace so in the future, please use your new email and current password to access your workspace account. Also, as mentioned, I have emailed Tracy and cc’d you to that email. Tracy will be able to update our system with your new email, so it reflects what you have put in APEXA.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-11T20:44:40.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T20:26:45.000+0000,005OH00000BGf2TYAT,2025-12-11T20:44:40.000+0000,005OH00000BGf2TYAT,2025-12-11T20:44:40.000+0000,(403)309-6300,,nicole.manchur@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcquWYAQ,False,,24475925,0035o00000670j4AAA,0015o000006fSQyAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:48:43.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T20:48:43.000+0000,005OH000004Ir1xYAC,2025-12-11T20:48:44.000+0000,005OH000004Ir1xYAC,2025-12-11T20:48:44.000+0000,(403)894-7258,,insurement.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcraPYAQ,False,,24470026,0030A0000029jBSQAY,0010A000002w6jrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't sign into Workspace,Medium,"Caller Name: DEAN TRUDEAU
Advisor or support staff: Advisor 
Advisor Code: A8513
Advisor Name: DEAN TRUDEAU	
Phone: 
Email: dean@opesadvisory.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: can't sign into Workspace. 

RESOLUTION: had him try while on the called and he was able to sign in/ had him sign out/in again to test with success. 

--------------------------------------***DDS  12/11/2025***--------------------------
Hello Dean,

Thank you for contacting Workspace Support today regarding not being able to login. 

It was a pleasure speaking to you.

As we were on the call, you were successfully able to sign in using your email, dean@opesadvisory.com

I had you sign out/back in again to test and you were successfully able to sign in and authenticate

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T19:23:44.000+0000,False,False,005OH00000AUS7aYAH,2025-12-11T19:14:18.000+0000,005OH00000AUS7aYAH,2025-12-11T19:23:45.000+0000,005OH00000AUS7aYAH,2025-12-11T19:23:45.000+0000,(613)702-1075,Ext 6,dean@opesadvisory.com,(613)627-3800,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcrvQYAQ,False,,24472028,0030A0000029Wn8QAE,0010A000002vwSoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace - set up MFA.,Medium,"*12/11*
----------------
JERRY GANGUR
Jerry Gangur
b0448
i have got my son helping me with logging into Workspace 
received an email saying, we downloaded the authenticator app.
walked user through setting up the SF authenticator app
walked user through logging into Workspace

*email*
----------------
Good afternoon Jerry, 

Thank you for contacting the Workspace Support Team with your multifactor authenticator issue. 

You wanted some assistance with setting up your authenticator app and logging into Workspace. We were able to guide you through setting up the authenticator app and then logging into Workspace successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T23:43:29.000+0000,False,False,005OH000008919xYAA,2025-12-11T19:44:30.000+0000,005OH000008919xYAA,2025-12-11T23:43:29.000+0000,005OH000008919xYAA,2025-12-11T23:43:29.000+0000,(604)984-4515,(604) 726-9020,jgan@telus.net,(604)904-6609,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcsOQYAY,False,,24470477,0030A0000029VMlQAM,0010A000002vvHxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS***** 12/11/2025
User needed help with MGA registration. DDS tried to authenticate. User failed. DDS referred user to right path to update address. 

ref: KB0021888


****EMAIL CHAIN*****

Hello Tracy,
   
     ID advisor Ravinder Manawala would like to get their address in Siebel updated. Advisor has confirmed the address has been updated in Apexa. Please assist with the Siebel update, as advisor needs to complete workspace registration. Advisor code is 93468. Thank you. Have a good day!


Busayo Alarape  
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: personal email  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

**************************************************************************************************************

Hello Ravinder, 

     It was a pleasure assisting you today. We couldn’t complete registration today because you did not pass authentication. I have cc’d you in an email I sent to Tracy. You can follow up with her in regard to the address update. You can reach back out to us once the address has been updated. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T19:42:42.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T19:21:01.000+0000,005OH00000BFQFHYA5,2025-12-11T19:42:42.000+0000,005OH00000BFQFHYA5,2025-12-11T19:42:42.000+0000,(416)358-5603,,,(905)273-7027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcsWZYAY,False,,24475795,003G0000018f6v6IAA,0010A000002wOwzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:46:13.000+0000,False,False,0055o000002KxaMAAS,2025-12-11T20:46:13.000+0000,0055o000002KxaMAAS,2025-12-11T20:46:14.000+0000,0055o000002KxaMAAS,2025-12-11T20:46:14.000+0000,(780)875-2125,(780) 871-4787,kristofer.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcsy2YAA,False,,24476147,003G000001F46thIAB,0010A000002wS2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request Corporation Name Mismatch,Medium,"***DDS 2025-12-11***
User wanted to merge 2 accounts.
DDS noticed that the 2 corporation accounts do not have the same name so referred user to InForceLifeClientServiceLondon@canadalife.com to have address changed as both accounts hold insurance products.
 
================================================================================
****Email Chain**
Hello Lianna,

Thank you for contacting the Workspace Support team regarding your merge issue. 

We’ve investigated these accounts, and it seems like the corporations do not have the same name. Unfortunately, we are unable to merge corporation accounts when their names do not match exactly. To request a change of name on one of these accounts so they match, please contact InForceLifeClientServiceLondon@canadalife.com and they would be able to perform the change for you.

Once this change is completed and visible in Workspace, please reply to this email and we would love to assist you in merging these two accounts.

If you have any other Workspace related questions, feel free to reply to this email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 3, 2025 10:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Lianna Young (lianna@ steadygaitplanning. com) has submitted a merge issue. Client details: First name: Middle name (if applicable): Last name: DOB: Policy Number(s): 69092758T, 60689645T Merge details: Number
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Lianna Young (lianna@steadygaitplanning.com) has submitted a merge issue.
 
Client details:
First name: 
Middle name (if applicable): 
Last name: 
DOB: 
Policy Number(s): 69092758T, 60689645T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000c2cpjYAA/crown-pointe-animal-hospital-professional-corporation
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH0000027l1DYAQ/crowne-pointe-animal-hospital
URL 3: 
URL 4: 
Additional details:",True,2025-12-11T20:52:42.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T20:52:42.000+0000,005OH00000AX0rVYAT,2025-12-11T20:53:01.000+0000,005OH00000AX0rVYAT,2025-12-11T20:53:01.000+0000,(587)689-2454,(780) 222-5455,jillian@steadygaitplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hctXSYAY,False,,24473713,0030A0000029judQAA,0010A000002w7KqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:12:25.000+0000,False,False,005G0000002gxxjIAA,2025-12-11T20:12:25.000+0000,005G0000002gxxjIAA,2025-12-11T20:12:26.000+0000,005G0000002gxxjIAA,2025-12-11T20:12:26.000+0000,(450)650-8505X11792,(514) 710-5858,jdaneau@lussier.co,(450)650-8515,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcu0UYAQ,False,,24473379,003G0000018f70AIAQ,0010A000002wP2nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: RICHARD J YAWORSKI
Code: 9917-26719

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to richard.yaworski@rjywealth.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM


Hi Richard,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
HE29WZPUJG

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Richard,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:06:44.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T20:06:44.000+0000,005OH0000071DK9YAM,2025-12-11T20:07:21.000+0000,005OH0000071DK9YAM,2025-12-11T20:07:21.000+0000,(800)341-5586,(905) 259-0419,richard.yaworski@ryjwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcu0VYAQ,False,,24473838,003G000001D3Rg9IAF,0010A000002wRt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Peter,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
XHSBFBCEC7

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Peter,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Peter Thomas Killam
Code: LL32119

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to peter.killam@onpointwealth.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-11T20:14:25.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T20:14:25.000+0000,005OH0000071DK9YAM,2025-12-11T20:14:25.000+0000,005OH0000071DK9YAM,2025-12-11T20:14:25.000+0000,(905)442-2155,(416) 818-0791,peter.killam@onpointwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcubZYAQ,False,,24472133,003G0000018f7ymIAA,0010A000002wQ4jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Register,Medium,"User needed assistance with registering for MGA Workspace account. 
KB0020858 - User forgot password - authenticated (rotation 2) - reset temporary password - registered 

Email: rhonda@bayviewfinancial.ca 
Code: C8508

*******************************************************
Good afternoon, Rhonda

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully register for your MGA Workspace account.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:01:30.000+0000,False,False,005OH00000BG5v4YAD,2025-12-11T19:46:06.000+0000,005OH00000BG5v4YAD,2025-12-11T20:02:10.000+0000,005OH00000BG5v4YAD,2025-12-11T20:02:10.000+0000,(204)515-4003,(204) 750-0270,rhonda@bayviewfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcujjYAA,False,,24475050,0030A000008vZXUQA2,0010A000009qadjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:33:30.000+0000,False,False,005OH000002N6huYAC,2025-12-11T20:33:30.000+0000,005OH000002N6huYAC,2025-12-11T20:33:31.000+0000,005OH000002N6huYAC,2025-12-11T20:33:31.000+0000,(450)687-3971,(579) 888-3424,jeanphilippe.payette@gplanifier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcutMYAQ,False,,24474106,0030A0000029jQXQAY,0010A000002w6wqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:18:30.000+0000,False,False,005OH00000BfjndYAB,2025-12-11T20:18:30.000+0000,005OH00000BfjndYAB,2025-12-11T20:18:31.000+0000,005OH00000BfjndYAB,2025-12-11T20:18:31.000+0000,(250)545-8664,,ben.moore@edwardjones.com,(877)335-9177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcv1LYAQ,False,,24472330,003G0000018f7OBIAY,0010A000002wPUcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Application Error - INC1935119,Medium,"NAME: DAVID MCCALLUM 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: F4760/LL30530
PHONE: +13362571011 
EMAIL: david@binnaclefinancial.ca
 
ISSUE: 
User is not able to move forward with their application.
They get a messge that says  
 ’we found 1 errors. Please check your answers and try again’
When they try clicking to go to the errors, nothing happens, 
APPLICATION ID: 60926700-3
 
 
FINDINGS:
There seems to me no missing field when I went through the application so user should have no trouble progressing to the next page.
 
TROUBLESHOOTING/RESOLUTION:
User tried exiting the application and trying again and it was the same message.
User had tried to start the application over again which brought them to the same position.
Called assist 
They confirmed that we would need to escalate this issue 
APPLICATION ID: 60926700-3
 
EMAIL:

--------------------------------------***DDS DEC/12/2025***--------------------------
Hello David, 
Thank you for letting us know you were able to complete the application.
I will let the digital team know.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: David McCallum <david@binnaclefinancial.ca> 
Sent: December 11, 2025 6:14 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: SimpleProtect Application Error - 24472330
I sorted it out myself. I solved it by using Microsoft Edge Browser instead of Google Chrome Browser. You may cancel this work. David McCallum (250) 668 6387 mobile Financial Risk Management | Employee Benefits Advisor The Binnacle Financial
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
ZjQcmQRYFpfptBannerEnd
I sorted it out myself.  I solved it by using Microsoft Edge Browser instead of Google Chrome Browser.
You may cancel this work.
David McCallum
(250) 668 6387 mobile
Financial Risk Management  |  Employee Benefits Advisor
The Binnacle Financial Team
Vancouver Island and the Gulf Islands

 
--------------------------------------***DDS DEC/11/2025***--------------------------
Hello David,
Thank you for contacting Workspace Support about your SimpleProtect application error.
As mentioned on the call, I have now escalated this case for further investigation. Once there is an update, they will reach out to you with an update.
If there are updates on your end, please reach out to us again.
I do apologise for the inconvenience and thank you for your patience.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-11T20:11:28.000+0000,False,False,005OH000002iN7pYAE,2025-12-11T19:49:02.000+0000,005OH00000BGf2TYAT,2025-12-12T15:34:13.000+0000,005OH00000BGf2TYAT,2025-12-12T15:34:13.000+0000,(250)668-6387,(250) 668-6387,david@davidmccallum.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcvHRYAY,False,,24470696,003G0000018f6cfIAA,0010A000002wOZxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CRM Data Download,Medium,"***DDS 2025-12-11***
User wanted to know when was the last date that their advisor could download their CRM data.
DDS guided user to the CRM Data Download tab in Workspace and guided user to download their CRM Data.
 
================================================================================
****Email Chain**
Hello Mariette,

Thank you for contacting the Workspace Support team regarding Marc Halpert’s CRM data. It seems like as of December 31st, 2025, all CRM functionality and data will not be accessible for Marc Halpert. This is also viewable within Marc’s Workspace account under the Download CRM Data tab. We have highlighted this in red in the screenshot below.

It seems like Marc has not yet downloaded his CRM data. He can follow the steps below to download his CRM data and complete the acknowledgement:
1.	Click the initials on the top right of the Overview page when logging in to Workspace.
2.	Click My Settings.
3.	Navigate to the CRM Data download tab.
4.	Click on the red text labelled Data Extract 1 to download your CRM Data to download your CRM data.
a.	Repeat this step with the other Data Extracts
5.	Scroll down on the page and check the acknowledgement checkboxes to acknowledge that you’ve downloaded your data.
 

If you have any other Workspace related questions or require any assistance with your CRM Data Download, feel free to reply to this email or give us a call at 1-888-999-4516 and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Brisebois, Mariette <Mariette.Brisebois@canadavie.com> 
Sent: December 10, 2025 9:12 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Halpert, Marc <marc.halpert@mhfinancialservices.com>
Subject: CRM download for advisor Marc Halpert 16636/F1063 ******************IMPORTANT************
Importance: High

Hello, 

Can you please advise what’s the latest day to download advisor Marc Halpert’s CRM?  

Thank you for your assistance in this matter. 



Mariette Brisebois, ACS, FLMI 
Associée, Soutien aux conseillers 
Advisor Support Associate 

mariette.brisebois@canadalife.com | 450-499-3023


Vous cherchez un accès rapide aux renseignements sur vos produits de placement, d’épargne et d’assurance?  
Inscrivez-vous à Ma Canada VieMC aujourd’hui pour tout trouver en un seul endroit pratique! 

Looking for quick access to information about your investments, savings and insurance products?
Register for My Canada LifeTM today to find everything in one convenient place! 


 


Rendez-vous au : canadavie.com  
Visit canadalife.com  
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-11T19:24:17.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T19:24:17.000+0000,005OH00000AX0rVYAT,2025-12-11T19:24:51.000+0000,005OH00000AX0rVYAT,2025-12-11T19:24:51.000+0000,(514)386-7878,(514) 386-7878,marc.halpert@mhfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcvUQYAY,False,,24472008,0030A0000029aPRQAY,0010A000002vzZ5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"Caller Name: PAUL HARROP
Advisor or support staff: Advisor 
Advisor Code: 21349 MGA
Advisor Name: PAUL HARROP	
Phone: (514) 594-5858 
Email: pnhfin@gmail.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED WITH ADDITIONAL QUESTIONS NOTED BELOW
Issue:  ERR-W1283 RECEIVED WHEN TRYING TO SIGN INTO WORKSPACE. 
HE referenced case#24283364 but on that case he wasn't able to authenticate with the last login. our methods now have more options.

FINDINGS: ERR-W1283  KB0017399

Profile is locked in SF. not under investigation.
user logins show he's been locked out since Dec 4th. No authenticator setup either.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001m7i1AAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HARVAA4%26cntc%3D0035o000004HARVAA4%26id%3D0055o000001m7i1AAA

RESOLUTION: 
FOLLOWED KB0017399, VERIFIED BY ASKING 2 ADDITIONAL QUESTIONS.
ASKED PROVINCE LIC TO SELL: VERFIED AS PER SIEBEL
ASKED FOR PHYSICAL ADDRESS: VERFIED AS PER SIEBEL
WHAT MGA DO YOU PLACE BUSINESS THROUGH: VERFIED AS PER SIEBEL
CONFIRMED THE PHONE# ON FILE: (514) 594-5858--CALLED HIM BACK AS THE CALL TOOK TIME AND I WANTED TO BE SURE. 
UNLOCKED THE SF PROFILE. 

COULDN'T GET HIM TO DOWNLOAD THE AUTHENTICATOR APP/CAN'T RECALL HIS PASSWORD/TECHNICALLY CHALLENGED
DID A LOG ME IN SESSION, followed KB0016709 . INSTALLED THE BROWSER AUTHENTICATOR ON EDGE. KB0016709  
he was able to setup authentication using the browser. he signed in/authenticated. 
had him sign out/in a few times to show him the process. 



--------------------------------------***DDS  12/11/2025***--------------------------
Hello Paul,

Thanks for contacting Workspace Support today regarding receiving ERR-W1283 when attempting to sign into Workspace.

It was a pleasure speaking to you and helping you regain access.

To recap, during our call, we completed verification, unlocked your account and had you try to sign into Workspace.

As your password was not working, I had you re-set the password, you were then able to complete the re-set, sign into workspace.

I then had you setup Multi Factor Authentication by downloading the Google Authenticator on your cell phone however as you could not login to your Apple account , we couldn’t setup the Authenticator on your phone. 

We setup a LogMeIn session, during the log me in session you were unable to recall your password, I had you click on forgot password and re-set the password.

I then helped you install the browser authenticator on Microsoft Edge; you signed into Workspace and authenticated.

I had you test by signing out and back in again with success.

Please note each time you sign into Workspace, you will need to authenticate.

For reference, this is what you will click on when signing into Workspace going forward to access the authenticator.
 
 
 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T21:13:23.000+0000,False,False,005OH00000AUS7aYAH,2025-12-11T19:44:10.000+0000,005OH00000AUS7aYAH,2025-12-11T21:13:23.000+0000,005OH00000AUS7aYAH,2025-12-11T21:13:23.000+0000,(514)594-5858,,pnhfin@gmail.com,(514)587-2490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcw8mYAA,False,,24473901,0030A0000029iiGQAQ,0010A000002w6MIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:15:34.000+0000,False,False,0055o000002KxaMAAS,2025-12-11T20:15:34.000+0000,0055o000002KxaMAAS,2025-12-11T20:15:35.000+0000,0055o000002KxaMAAS,2025-12-11T20:15:35.000+0000,(780)761-3343,(780) 993-4777,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcwDXYAY,False,,24471630,0030A0000029oDTQAY,0010A000002wAuWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to access Workspace,Medium,"Service Leader - Setup meeting with Yun Shi and their RSM to assist with restoring their access to Workspace. After successfully authenticating them, I updated their email address to shiyun@syfinancial.ca, disconnected their MFA, assisted with the MFA reinstall, and ensured they could log out and back into Workspace successfully. Issue appears to be resolved.

SF ID

Caller Name: Toni-Jill Acierto
Advisor or support staff: Advisor 
Advisor Code: D6033
Advisor Name: YUN SHI	
Phone: 
Email:		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: They have been having issues accessing workspace since MFA and was wondering if there’s anyway to just have the whole account reset so they can associate the right device to MFA this specific account. 

FINDINGS:
Siebel has D6033 and 16758 both active. 
SF profile shows info@syfinancial.ca and its active. last successful login shows December 9th and an authenticator is setup.
User logins show 3 different IP address tried to access between Dec 8-9th. successful IP login was Dec 9th.


https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001neP1AAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HFOWAA4%26cntc%3D0035o000004HFOWAA4%26id%3D0055o000001neP1AAI

--------------------------------------***DDS  12/17/2025***--------------------------
RESOLUTION:
UPDATE RECEIVED FROM THE REP ADVISING THEM TO CALL IN AS WELL.
--------------------------------------***DDS  12/17/2025***--------------------------


Email Chain

Good afternoon Sophia, James, Keefer, & Penny,

It was a pleasure meeting with you today to assist with restoring Sophia’s Workspace account access.

During our meeting we updated Sophia’s login email for Workspace, disconnected the MFA setup on the account, reset the password, and setup a new MFA on their phone. Once that was completed Sophia signed out and back into Workspace and confirmed it’s working as expected.

@James Zhe regarding your access to Workspace, we determined that you haven’t registered yet and to do so you must contact distribution_methodology@canadalife.com to request your user ID. Once you have the user ID, if you’re unable to reset the password using the self-serve portal, please call Workspace Support to request a password reset for your user ID. Any representative is able to provide you with a new password so you can register for Workspace. Once you’ve registered successfully, you will be able to see your clients immediately but it will take approximate 24 hours for the delegation to Sophia’s clients to feed in through the backend system to your account. If you’re unable to see Sophia’s clients after 24 hours, please reach out to let us know.

I'm so glad I was able to help you today with restoring Sophia’s access to Workspace. I'd appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey below. Thank you in advance.

Feedback Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi James, 

Is it possible to get Keefer and Yun Shi to call into 1-800-475-7001? I can escalate it further once a call is made. Just have them reference Case #24471630.

Thanks, 

Toni-Jill Acierto (she/her)
Learning Facilitation Specialist, Learning & Development
Insurance Solutions Distribution


--------------------------------------***DDS  12/16/2025***--------------------------
RESOLUTION: ADVISED THEM TO HAVE THE ADVISOR CALL US. as my findings indicate the advisor or someone is accessing the account.
checked with question corner too and was advised to follow the new process/have them call us.

--------------------------------------***DDS  12/16/2025***--------------------------

Hello everyone, we’re more than happy to help Yun Shi however we do need to authenticate, and this cannot be done over email. 

Yun please contact us at your convenience so we can authenticate and further assist with accessing/setting up their Workspace account, thanks.

Please reference Case#24471630 when calling in as we’ve documented all the details to better assist you, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  12/16/2025***--------------------------
email received
--------------------------------------***DDS  12/16/2025***--------------------------
Toni -- can you escalate? Seems like we are going in circles here for the past 3 weeks.



Sincerely,

James Zhe
Director, SY. Wealth
Licensed Insurance & Investment Representative
syfinancial.ca

 
825, 2777 Jow St Floor 8, Richmond, BC V6X 0V7 
Mobile: (604) 353-7550
james.zhe@syfinancial.ca
Follow our practice on LinkedIn!


--------------------------------------***DDS  12/16/2025***--------------------------
RESOLUTION: ADVISED THEM TO CALL IN AND AUTHENTICATE. WE'VE MENTIONED THIS ON SEVERAL CASES

--------------------------------------***DDS  12/16/2025***--------------------------
Hello Keefer,

Thank you for contacting Workspace Support. 

I see there has been several cases/emails received for the same. We’re unable to create an account over email. 

Please have the advisor Yun Shi (D6033)  contact us at their convenience so we can authenticate and further assist with accessing/setting up their Workspace account, thanks.

Our contact info is noted below.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/16/2025***--------------------------
Hi Canada Life IT Support,

I hope you are doing well. My name is Keefer Jeng, and I am assisting advisor Yun Shi (D6033)  

For Case #24471630, could you please create an account using the email shiyun@syfinancial.ca under advisor code D6033, and then delegate the account to info@syfinancial.ca?
Thank you for your assistance.


Sincerely,
Keefer Jeng
Office Manager | 客户体验团队


--------------------------------------***DDS  12/11/2025***--------------------------
RESOLUTION: CLOSING THIS CASE AS THERE IS ALREADY AN ACTIVE CASE 24457488
each person it seems is sending an email but the advisor. 
--------------------------------------***DDS  12/11/2025***--------------------------

Hello everyone, it seems another rep at Canada Life has already opened Case# 24457488 and reach out by email requesting to connect with the advisor. 

Please ask the advisor to respond to that email from earlier today, Case# 24457488 to continue the process and avoid any duplications and we can effectively assist the advisor, thanks. 

I’m going to close this request now.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/11/2025***--------------------------
Hi folks, seems like you are missing some contents in the prior email chain.

Keefer from the advisor's end already provided all of the details and screenshots yesterday, but seems like it was left off this email thread...



Sincerely,

James Zhe
Director, SY. Wealth
Licensed Insurance & Investment Representative



--------------------------------------***DDS  12/11/2025***--------------------------
REQUESTED ADDITIONAL INFORMATION.

--------------------------------------***DDS  12/11/2025***--------------------------
Hello Toni-Jill,

Thank you for contacting Workspace Support.

I’ve reviewed the email thread and would like to confirm and request some additional information to better assist.

From the messages I gather the advisor who’s having issues with Workspace, Yun Shi with Advisor Code: D6033? 

What is Yun’s email address on file and or the email being used to try and access Workspace?

Are there any error messages received when attempting to access Workspace?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/11/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/11/2025***--------------------------
Hello,

Would anyone be able to assist James with their WS account. They have been having issues accessing workspace since MFA and was wondering if there’s anyway to just have the whole account reset so they can associate the right device to MFA this specific account. 

James feel free to provide more detail if I missed anything.

Thanks, 
Toni-Jill Acierto (she/her)
Learning Facilitation Specialist, Learning & Development
Insurance Solutions Distribution

 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



From: James Zhe <james.zhe@syfinancial.ca> 
Sent: December 10, 2025 1:39 AM
To: Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com>; Keefer Jeng <keefer.jeng@syfinancial.ca>
Subject: [EXT] Re: Workspace issue

Hi Toni, This is James and we spoke during the Charlevoix conference regarding an advisor’s recurring issues accessing workspace and unable to connect and setup Authenticator. After nearly 7 months of back and forth with CL tech team this is
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Hi Toni,

This is James and we spoke during the Charlevoix conference regarding an advisor’s recurring issues accessing workspace and unable to connect and setup Authenticator. After nearly 7 months of back and forth with CL tech team this is still unresolved and they pushed us away to resolve with our “MGA” (who obviously has no idea how to resolve an internal CL tech issue). 

I’m cc’ing our office manager Keefer to connect with you as he’s now taking over this case and provide you with the details so you could hopefully help escalate this to the right channels? 

Thank you so much again!

@Keefer - pls work with Toni as she likely has access to more resources in terms of CL’s workspace team. 






Sincerely,

James Zhe
Director, SY. Wealth
Licensed Insurance & Mutual Fund Representative
syfinancial.ca

825, 2777 Jow St, Richmond, BC V6X 0V7
james.zhe@syfinancial.ca


On Thu, Oct 16, 2025 at 8:15 PM Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com> wrote:
Hey James, 

If you could give me additional information on Yun Shi problem. D6033 advisor code. 

Try the salesforce authenticator. But please provide me a little bit more information! Thanks 
 
Toni-Jill Acierto (she/her)
Learning Facilitation Specialist, Learning & Development
Insurance Solutions Distribution",True,2025-12-11T21:54:19.000+0000,False,False,0050A000000qsPeQAI,2025-12-11T19:38:20.000+0000,005OH00000AUS7aYAH,2026-01-06T20:13:31.000+0000,0050A000000qsPeQAI,2026-01-06T20:13:31.000+0000,(604)818-9678,(604) 818-9678,shiyun@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hcwzuYAA,False,,24471393,0030A0000029pFZQAY,0010A000002wBkMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needs help to run a UL inforce illustration with a loan balance,Medium,"User needs help to run a UL inforce illustration with a loan balance
Perfect.  Thank you for letting us know.

Hi Blessie:

Are you doing a conversion with term reset?  Please provide the details:

Hi,

Conversion with term reset - please disregard, this was resolved.

Thank you.

Regards.
Krishnadai Ramdin


Hi Blessie, 

Thank you for contacting Workspace Support.  

Please refer to your Regional Sales Associate (RSA). Based on our records, your RSA is Wanda Leinweber and you can reach her at wanda.leinweber@canadalife.com. 

@Leinweber, Wanda, are you able to help Blessie who needs assistance? Blessie is working on a conversion case and can successfully run a Universal Life illustration for the partial converted amount. However, she is unable to illustrate the current existing balance on the term policy that the client wants to carry over as a term rider on the new policy. 

You can also find helpful information and resources on Canada Life Illustrations at the following link:
https://www.acp.canadalife.com/more/technology/canada-life-illustrations-mgana.html 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: Wednesday, December 10, 2025 4:31 AM
To: bmanders <bmanders@knfinancial.ca>
Cc: Amelita.Manaog@hubfinancial.com; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: RUSH - [EXTERNAL] Re: [EXT] Re: FW: 60699038T Cornell Atkins - Conversion application

Hi Blessie,

The new policy details at conversion can illustrated using the web-based illustration software at https://illustrations.canadalife.com.

Re email below, I have cc’d in Workspace Support to help with the illustration issues you are having. 

Thank you.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I Mail: T-191

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Blessie Manders 
Sent: December 9, 2025 11:30 AM
To: Ramdin, Krishnadai 
Cc: Manaog, Amelita 
Subject: Re: [EXTERNAL] Re: [EXT] Re: FW: 60699038T Cornell Atkins - Conversion application

Good morning, I have already reached out to them, but I was told that they can't help me with the illustration. This is getting ridiculous. Is there someone I can contact to help me with this? Blessie Manders KN Financial T (403)880-5151
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Good morning,

I have already reached out to them, but I was told that they can't help me with the illustration.

This is getting ridiculous. Is there someone I can contact to help me with this?

Blessie Manders
KN Financial 
T (403)880-5151
F (403)590-1966
E bmanders@knfinancial.ca
W knfinancial.ca

bettermortgageinsurance.ca/blessiemanders

  

Click here for privacy disclaimer


On Tue, Dec 9, 2025 at 4:57 AM Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> wrote:
Hi Blessie,

Please contact out illustration team at InforceParIllustrations@canadalife.com who will help with direction how to run using Workspace.

Thank you.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I Mail: T-191

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Blessie Manders <bmanders@knfinancial.ca> 
Sent: December 8, 2025 4:17 PM
To: Manaog, Amelita <Amelita.Manaog@hubfinancial.com>
Cc: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Subject: Re: [EXTERNAL] Re: [EXT] Re: FW: 60699038T Cornell Atkins - Conversion application

Hi Krishnadai, I can run a UL illustration for the partial converted amount; however, I can't run an illustration with the current existing balance on the term that the client would like to carry over to the new policy as a term rider. I
Hi Krishnadai,

I can run a UL illustration for the partial converted amount; however, I can't run an illustration with the current existing balance on the term that the client would like to carry over to the new policy as a term rider. I hope this makes sense.

Regards,

Blessie Manders
KN Financial 
T (403)880-5151
F (403)590-1966
E bmanders@knfinancial.ca
W knfinancial.ca

bettermortgageinsurance.ca/blessiemanders

  

Click here for privacy disclaimer


On Mon, Dec 8, 2025 at 10:27 AM Manaog, Amelita <Amelita.Manaog@hubfinancial.com> wrote:
Hi Blessie, 

Please see attached email from Canada life regarding the illustration that is required on this case.

If you are still having issues to run with the quote, may I suggest that you call Nancy of Canada life to help you .

If you are still having issues, please let me know and I will try to escalate this with our marketing team.

Thank you and have a nice day .


Amelita


 
 
Risk & Insurance | Employee Benefits | Retirement & Private Wealth
Ready for tomorrow.
 
 Amelita Manaog
Account Manager
 
HUB Financial Inc.
120 6712 Fisher Street, SE 
Calgary, AB, T2H 2A7
 
Office: 403-355-2104
Toll-free: 800-661-9228
Fax: 866-790-0517
amelita.manaog@hubfinancial.com


hubfinancial.com
 
     
 
Click here for privacy disclaimer





From: Blessie Manders <bmanders@knfinancial.ca> 
Sent: Wednesday, December 3, 2025 12:04 PM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Manaog, Amelita <Amelita.Manaog@hubfinancial.com>
Subject: [EXTERNAL] Re: [EXT] Re: FW: 60699038T Cornell Atkins - Conversion application

Can someone please help me with the illustration? I am trying to run it, but not sure how to do it with the remaining balance as a term rider on the new policy. 

Thank you so much for your help

Blessie Manders
KN Financial 
T (403)880-5151
F (403)590-1966
E bmanders@knfinancial.ca
W knfinancial.ca

bettermortgageinsurance.ca/blessiemanders

  

Click here for privacy disclaimer


On Wed, Dec 3, 2025 at 11:59 AM Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> wrote:
Thanks Blessie,

A new illustration is required.
Please re illustrate and forward to my attention.

Thank you.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I Mail: T-191

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Blessie Manders <bmanders@knfinancial.ca> 
Sent: December 3, 2025 1:54 PM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Amelita.Manaog@hubfinancial.com
Subject: [EXT] Re: FW: 60699038T Cornell Atkins - Conversion application

Hi Amelita and Krishnadai, Thank you for the update. I appreciate it. Please carry the balance as a term rider on the new policy as per the application. Sorry for the incorrect illustration. Can someone from HUB or Canada Life help me with the
Hi Amelita and Krishnadai,

Thank you for the update. I appreciate it.

Please carry the balance as a term rider on the new policy as per the application. Sorry for the incorrect illustration.

Can someone from HUB or Canada Life help me with the correct illustration, please? Thank you.
Warm regards,

Blessie Manders
KN Financial 
T (403)880-5151
F (403)590-1966
E bmanders@knfinancial.ca
W knfinancial.ca

bettermortgageinsurance.ca/blessiemanders

  

Click here for privacy disclaimer


On Wed, Dec 3, 2025 at 5:20 AM Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> wrote:
Good morning Amelita,

Conversion is currently being reviewed for AML purposes, once approved and the following is confirmed new contract will be issued.

Question 2.4 was completed to include carrying over balance for $300K as a term benefit, however, the term benefit was not illustrated.

 


Please advise if the $300K should be retained on the original policy or carried over as term benefit on the new policy.

Thank you.
Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I Mail: T-191

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Manaog, Amelita <Amelita.Manaog@hubfinancial.com> 
Sent: December 1, 2025 11:05 AM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: bmanders <bmanders@knfinancial.ca>
Subject: RE: 60699038T Cornell Atkins - Conversion application

Good Morning Kirshnadai, Please see attached the complete copy of the application for conversion ( pages 1-26 ) and illustration (pages 1-14). If you can please expedite this conversion since this was submitted November 18. Thank you and have
Good Morning Kirshnadai, 

Please see attached the complete copy of the application for conversion ( pages 1-26 ) and illustration (pages 1-14).

If you can please expedite this conversion since this was submitted November 18.

Thank you and have a nice day .


Amelita


 
 
Risk & Insurance | Employee Benefits | Retirement & Private Wealth
Ready for tomorrow.
 
 Amelita Manaog
Account Manager
 
HUB Financial Inc.
120 6712 Fisher Street, SE 
Calgary, AB, T2H 2A7
 
Office: 403-355-2104
Toll-free: 800-661-9228
Fax: 866-790-0517
amelita.manaog@hubfinancial.com


hubfinancial.com
 
     
 
Click here for privacy disclaimer




From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: Monday, December 1, 2025 8:22 AM
To: bmanders <bmanders@knfinancial.ca>
Cc: Manaog, Amelita <Amelita.Manaog@hubfinancial.com>
Subject: [EXTERNAL] FW: 60699038T Cornell Atkins - Conversion application

Hi Blessie,

Please help to re email the conversion application to include all the pages to me directly.

Thank you.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I Mail: T-191

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

From: Blessie Manders <bmanders@knfinancial.ca> 
Sent: November 18, 2025 4:05 PM
To: Policy Change - Regina <PolicyChange-Regina@canadalife.com>
Cc: Manaog, Amelita <Amelita.Manaog@hubfinancial.com>
Subject: 60699038T Cornell Atkins - Conversion application 

Hello, Please see the attached conversion application and signed illustration. Thank you, Atkins. pdf Blessie Manders KN Financial T (403)880-5151 F (403)590-1966 E bmanders@ knfinancial. ca W knfinancial. ca bettermortgageinsurance. ca/blessiemanders

Hello,

Please see the attached conversion application and signed illustration.

Thank you,
 Atkins.pdf
Blessie Manders
KN Financial 
T (403)880-5151
F (403)590-1966
E bmanders@knfinancial.ca
W knfinancial.ca

bettermortgageinsurance.ca/blessiemanders

  

Click here for privacy disclaimer


On Tue, Nov 18, 2025 at 12:43 PM Policy Change - Regina <PolicyChange-Regina@canadalife.com> wrote:
Hi Blessie,
Thank you for your email. We are not able to open the attachment. Could you resubmit your request, please? 
Thank you
Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847

WL
From: bmanders <bmanders@knfinancial.ca> 
Sent: November 17, 2025 3:42 PM
To: Term_Conversion_Inquiries <Term_Conversion_Inquiries@canadalife.com>; Manaog, Amelita <Amelita.Manaog@hubfinancial.com>
Subject: [EXT] Cornell Atkins - Conversion application
Hello, Please see the attached conversion application and signed illustration for this client. Thank you, Atkins. pdf Cornell_Illustration_cornell_atkins. pdf Blessie Manders KN Financial T (403)880-5151 F (403)590-1966 E bmanders@ knfinancial. ca
Hello,
Please see the attached conversion application and signed illustration for this client.
Thank you,
 Atkins.pdf
 Cornell_Illustration_cornell_atkins.pdf
Blessie Manders
KN Financial 
T (403)880-5151
F (403)590-1966
E bmanders@knfinancial.ca
W knfinancial.ca
bettermortgageinsurance.ca/blessiemanders
  
Click here for privacy disclaimer",True,2025-12-11T19:34:41.000+0000,False,False,0055o000001zVCKAA2,2025-12-11T19:34:41.000+0000,0055o000001zVCKAA2,2025-12-11T23:08:29.000+0000,0055o000001zVCKAA2,2025-12-13T02:01:19.000+0000,(403)880-5151,,bmanders@knfinancial.ca,(403)590-1966,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hczUjYAI,False,,24471519,0030A0000029ocBQAQ,0010A000002wBEJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Callback - C24469879,Medium,Could not hear user so called back.,True,2025-12-11T19:38:57.000+0000,False,False,005OH00000BG5v4YAD,2025-12-11T19:36:40.000+0000,005OH00000BG5v4YAD,2025-12-11T19:38:57.000+0000,005OH00000BG5v4YAD,2025-12-11T19:38:57.000+0000,(604)438-3699,,vickyhuang@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hczktYAA,False,,24471827,003G0000018f796IAA,0010A000002wPCPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue Same Company,Medium,"***DDS 2025-12-11***
CIS merged the 2 accounts.

***DDS 2025-12-11***
User wanted to merge 2 accounts.
DDS submitted request to CIS as per KB0016004 since policies are from same company.

==================================================================================

Client Name:6587658 CANADA INC
Policy #'s: B694044-5
Company:LL
CIS Client ID’s: 4151416566
URL for records: 001OH00000QKFtsYAH

Client Name:6587658 CANADA INC
Policy #'s: B794636-4
Company:LL
CIS Client ID’s: 4898222414
URL for records: 001OH00000QKBuyYAH
 
==================================================================================

****Email Chain**
Hello Corey,

Thank you for contacting the Workspace Support team regarding your merge issue.

We’ve gone ahead and performed the necessary changes on our system, and the accounts should now be merged. This change should be reflected on Workspace in 2-3 business days. If you still do not see this change after 3 business days, feel free to reply to this email and we would love to investigate further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 2, 2025 3:53 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission - Case 24471827

This is an alert to let you know that Corey Ravenda (corey. ravenda@ crwfinancialgroup. com) has submitted a merge issue. Client details: First name: Middle name (if applicable): Last name: DOB: Policy Number(s): B694044-5, B794636-4 Merge details: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Corey Ravenda (corey.ravenda@crwfinancialgroup.com) has submitted a merge issue.
 
Client details:
First name: 
Middle name (if applicable): 
Last name: 
DOB: 
Policy Number(s): B694044-5, B794636-4
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/s/account/001OH00000QKFtsYAH/6587658-canada-inc
URL 2: https://workspace.canadalife.com/s/account/001OH00000QKBuyYAH/6587658-canada-inc
URL 3: 
URL 4: 
Additional details:",True,2025-12-11T19:52:12.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T19:41:10.000+0000,005OH00000AX0rVYAT,2025-12-11T19:52:12.000+0000,005OH00000AX0rVYAT,2025-12-11T19:52:12.000+0000,(514)947-3756,(514) 947-3756,corey.ravenda@crwfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd0H9YAI,False,,24472935,0035o000004IbR4AAK,0015o000004rnOiAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Account,Medium,"Dual-user Joe Santoro looking to link his MGA Workspace account; confirmed MGA account details (H1684); reset ISAM password, completed MGA Registration and set up MFA, updated saved respective passwords in user's Password Manager Last Pass; Authorized both MGA and ADSL accounts in Advice Canada; confirmed WS accounts are now linked 

Resources Referenced: KB0022589, Assist Line

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 2:08 PM
To: Santoro, Joseph <JOE@SANTOROFINANCIAL.COM>
Subject: MGA Workspace Registration - Linked Accounts - SF Case #24472935

Hi Joe,

Thank you for reaching out to Workspace Support – it was a pleasure meeting you today!

We’re so glad we were able to successfully complete your MGA Workspace Registration and link your ADSL and MGA Workspace Accounts through Advice Canada. 

As discussed, you will use the same email address but different saved passwords as these are two separate accounts. Once logged into Workspace, you will be able to view your MGA/ADSL clients from either account, following the steps outlined below: 

1.	Enter your Workspace Login credentials; selecting “Workspace ADSL” or “Workspace MGA” password file respectively

 

2.	Choose the appropriate Association channel (ADSL or MGA), select Sign In

 
3.	Complete your MFA through your SF Authenticator app
4.	Within Workspace, select your initials in the top right-hand corner

5.	Select View MGA/ADSL clients

 


Voila! We hope this helps. 

As always, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:53:25.000+0000,False,False,005OH00000BFQFDYA5,2025-12-11T19:58:43.000+0000,005OH00000BFQFDYA5,2025-12-11T21:09:28.000+0000,005OH00000BFQFDYA5,2025-12-11T21:09:28.000+0000,(416)234-1768,,joe@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd0yiYAA,False,,24473841,003OH00000FH2b5YAD,001OH00000J4zYQYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:14:27.000+0000,False,False,005G0000002gyDJIAY,2025-12-11T20:14:27.000+0000,005G0000002gyDJIAY,2025-12-11T20:14:28.000+0000,005G0000002gyDJIAY,2025-12-11T20:14:28.000+0000,(639)471-1988,,shielamitchell4@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd1hpYAA,False,,24471905,0030A0000029jDSQAY,0010A000002w6lcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Registration Questions,Medium,"NAME: GLORIA VALDEZ
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: E0946
PHONE: NA
EMAIL: gvaldez04@yahoo.ca 
 
ISSUE: 
User is trying tor egister for their workspace account but they need their activation. 
 
 
FINDINGS:
User 
 
TROUBLESHOOTING/RESOLUTION:
Advised user to contact distribution methodology for activation code. 
No confrimed resolution because user hung up.

EMAIL:
 
--------------------------------------***DDS DEC/11/2025***--------------------------
No email sent",True,2025-12-11T19:47:31.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T19:42:28.000+0000,005OH00000BGf2TYAT,2025-12-11T19:47:31.000+0000,005OH00000BGf2TYAT,2025-12-11T19:47:31.000+0000,(164)770-2887,,gvaldez04@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd1hsYAA,False,,24476379,0030A000007AAPrQAO,0010A0000081AjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Inforce Policy Report,Medium,"***DDS SL DEC 11 2025***

Caller requested information regarding an inforce policy listing from Workspace 
Will provide steps for report

===Email Chain===

Good afternoon Jocelyn and Kelly, 

Thank you for contacting the Workspace Support team. We understand that you are seeking a method to display all inforce policies, so the entire book of business is visible in place of having to search for policies. We are happy to assist you with this matter. 

You will be able to create and export a full policy listing from Workspace. 
Please see the steps below.
___________________________________________________________________________________________________________________________________

1.	Navigate to All Reports. 
2.	Select All Reports on the left-hand side. 
3.	Use the search tool to search for the word “inforce”.
4.	Sort the results to show you the report ‘Inforce Client List’ created by Workspace Admin. 
5.	Select this report.

 

6.	When the report is populated, it will not initially show any results. Navigate to the filters section. 
7.	You may change the Servicing Advisor to the name of the desired advisor to show their business. (Please note – the name you type in MUST match the way it is displayed in Workspace i.e. capitalization, punctuation, etc.) Or you may delete this filter to see all business to which you are delegated. 
   
___________________________________________________________________________________________________________________________________

You are now able to export these reports in an Excel format that can be saved to your computer. 

We hope this helps answer your questions, and if you have additional questions or require further support, please do not hesitate to let us know.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a wonderful day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Xie, Jocelyn (Yiting) <Jocelyn.Xie@canadalife.com> 
Sent: December 9, 2025 3:52 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Yongmei Zhang <zym964784@gmail.com>; Miao, Ivy <Ivy.Miao@canadalife.com>; Wei, Celeste <Celeste.Wei@canadalife.com>
Subject: FW: Kelly Zhang's question


Hi Team,

We understand that with the nominee account policy search we have to type in the policy number instead of the client name. is there a way that can make all the policies advisor managed show up, like if advisor wish to view her entire book which can make the all the nominee account policies also show up ? 


Warm regards,

Jocelyn

Work Phone: 416-552-6621 (New! Since 2025 Jan)
Email: Jocelyn.xie@canadalife.com 
Wechat: 814118893

Helpful Links: 

Insights & advice (Client friendly) FundGrade A+® Awardswinning Funds Morningstar Top rated Funds 中文资料（chinese marketing material）
2025 Advisor Bonus incentive(Up to additional $45k, Up to additional 1.2% ) 2025顾问奖金计划（最高额外拿$四万五 ）
Application Form Process MER Calculator Weekly PM Recap 
Seg Fund Info Folder Seg Fund Series Guide Mutual Fund Series Guide Risk Tolerance Questionnaire 

Seg Funds – Perforamce/Overview Mutual Fund – Perforamce/Overview 

Senior Client Toolkit Retirement Toolkit Female Client Toolkit Market Volatility Toolkit

Estate planning Toolkit Get help to plan or settle an estate | ClearEstate CE - Accredited Courses

Compound Calculator Retirment income calculator 

My Canada Life(client portal) 

Client Service - Investments - 1 (888) 252-1847 press 1 for English then press 2
Client Service - Investments email – MGA : ISP_Customer_Care@canadalife.com
Canadalife/Quadrus Mutual Funds : 1-888-532-3322. or email advisordirectscan@canadalife.com
Annuity inquiry: annuityquote@canadalife.com.
Commission Inquiry: ADSL FieldCommissions@canadalife.com (MGA)Commissions@canadalife.com
Workspace Support: 1-800-475-7001 CLWorkspaceSupport@canadalife.com 
For Canada Life direct advisor (Advice Canada) only, you can also use Relay, an online chat service, available through Workspace under the Support tab, if you need a quick answer to a question regarding a process, a contact person, or a form. 

Jocelyn Xie 
Regional Sales Representative, Wealth Management
Product Solutions Centre, Greater Toronto Area 
Work Phone: 416-552-6621
Suite 301, 2005 Sheppard Ave. East
Toronto, ON, M2J 5B4
Email: Jocelyn.xie@canadalife.com 
Wechat: 814118893

Languages: English, Mandarin
Hours of Work: 9:00 am – 5:00 pm ET, Mon-Fri

Your Canada Life Investment Sales Team :

Ivy Miao, CIM®|Regional Sales Manager, Wealth
Ivy.miao@canadalife.com| 647-832-3575

Jocelyn Xie | Regional Sales Representitive, Wealth
Jocelyn.xie@canadalife.com| 416-552-6621

Celeste Wei| Regional Sales Associate, Wealth
celeste.wei@canadalife.com | (416) 552-3463
MGA Compensation
 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Miao, Ivy 
Sent: December 9, 2025 3:32 PM
To: Xie, Jocelyn (Yiting) 
Subject: Kelly Zhang's question

Hi Jocelyn,
As discussed, please liaise with Workspace team and get back to Kelly.
Thank you.
Ivy

Ivy Miao, CIM®
Regional Sales Manager, Wealth Management
Tel: 647.832.3575
Email: ivy.miao@canadalife.com

Jocelyn Xie
Regional Sales Representative, Wealth
jocelyn.xie@canadalife.com | 416-552-6621

Celeste Wei
Regional Sales Associate, Wealth
celeste.wei@canadalife.com | 416-552-3463

Welcome to the new Canada Life
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

From: Yongmei Zhang <zym964784@gmail.com> 
Sent: December 9, 2025 11:39 AM
To: Miao, Ivy <Ivy.Miao@canadalife.com>
Subject: Re: [EXT] Re: Meeting: Canada Life seg fund update

Hi, Ivy, Very appreciate your update for us yesterday. As I told you yesterday, my client's account is not shown on the client page. I have to type policy # in the search box to find it, very inconvenient . Policy # is :#411107360 client
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hi, Ivy, 
Very appreciate your update for us yesterday.
As I told you yesterday, my client's account is not shown on the client page. I have to type policy # in the search box to find it, very inconvenient .
Policy # is :#411107360 client name: Yiwen Sun

Can yu please help to find why.

Thank You!

Nerry Christmas!


Best Regards!


Yongmei (kelly) Zhang
Director
Polestar Wealth Corp

Tel: 416-8504528*107
Cell: 4167269239

Greater Toronto Area (GTA)
675 Cochrane Dr.N500
Richmond Hill, ON

Greater Vancouver Area (GTA)
415 - 6388 No. 3 Road, 
Richmond BC V6Y 0L4 


This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please notify the sender immediately by return e-mail, and delete the e-mail from your system. Any disclosure, dissemination, distribution, or copying of this e-mail is strictly prohibited


On Thu, Dec 4, 2025 at 3:34 PM Miao, Ivy <Ivy.Miao@canadalife.com> wrote:
Great. I’ll send you a Teams links now.

Best,
Ivy

Ivy Miao, CIM®
Regional Sales Manager, Wealth Management
Tel: 647.832.3575
Email: ivy.miao@canadalife.com

Jocelyn Xie
Regional Sales Representative, Wealth
jocelyn.xie@canadalife.com | 416-552-6621

Celeste Wei
Regional Sales Associate, Wealth
celeste.wei@canadalife.com | 416-552-3463

Welcome to the new Canada Life
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

From: Yongmei Zhang <zym964784@gmail.com> 
Sent: December 4, 2025 3:33 PM
To: Miao, Ivy <Ivy.Miao@canadalife.com>
Subject: [EXT] Re: Meeting: Canada Life seg fund update

Hi Ivy, Monday @1pm works for me. Send me zoom link please. Thank You! Best Regards! Yongmei (kelly) Zhang Director Polestar Wealth Corp Tel: 416-8504528*107 Cell: 4167269239 Greater Toronto Area (GTA) 675 Cochrane Dr. N500 Richmond Hill, ON
Hi Ivy,

Monday @1pm works for me.

Send me zoom link please. 

Thank You!
Best Regards!


Yongmei (kelly) Zhang
Director
Polestar Wealth Corp

Tel: 416-8504528*107
Cell: 4167269239

Greater Toronto Area (GTA)
675 Cochrane Dr.N500
Richmond Hill, ON

Greater Vancouver Area (GTA)
415 - 6388 No. 3 Road, 
Richmond BC V6Y 0L4 


This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please notify the sender immediately by return e-mail, and delete the e-mail from your system. Any disclosure, dissemination, distribution, or copying of this e-mail is strictly prohibited


On Thu, Dec 4, 2025 at 3:23 PM Miao, Ivy <Ivy.Miao@canadalife.com> wrote:
Hi Kelly,

I would like to schedule a virtual meeting with you so I can give you an update on Canada Life wealth and seg fund highlights.

Are you free on at 1pm on Monday Dec 8th, or Thursday December 11 (early afternoon)?

Warm regards,
Ivy

Ivy Miao, CIM®
Regional Sales Manager, Wealth Management
Tel: 647.832.3575
Email: ivy.miao@canadalife.com

Jocelyn Xie
Regional Sales Representative, Wealth
jocelyn.xie@canadalife.com | 416-552-6621

Celeste Wei
Regional Sales Associate, Wealth
celeste.wei@canadalife.com | 416-552-3463

Welcome to the new Canada Life
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram",True,2025-12-11T20:56:43.000+0000,False,False,005OH000001yNnaYAE,2025-12-11T20:56:43.000+0000,005OH000001yNnaYAE,2025-12-11T20:56:44.000+0000,005OH000001yNnaYAE,2025-12-11T20:56:44.000+0000,,(647) 879-2916,jocelyn.xie@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd1wQYAQ,False,,24478005,0030A00000CZYxyQAH,0010A00000DAm4bQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"Support staff wanted to confirm their TPA.
****************
Hi Eddie, thank you for contacting the workspace support today.

To recap our call, we confirmed your third-party access is set up , once you sign into workspace you will have to wait a business day before you can see your Third-party access.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T21:36:02.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T21:28:52.000+0000,005OH00000BFQFCYA5,2025-12-11T21:42:50.000+0000,005OH00000BFQFCYA5,2025-12-11T21:42:50.000+0000,(416)274-1322,(416) 274-1322,david@fmig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd1y1YAA,False,,24474644,0030A0000029lPgQAI,0010A000002w8aLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:26:52.000+0000,False,False,00516000007Qeg2AAC,2025-12-11T20:26:52.000+0000,00516000007Qeg2AAC,2025-12-11T20:26:52.000+0000,00516000007Qeg2AAC,2025-12-11T20:26:52.000+0000,(905)667-3540,905-520-7219,rick.dipronio@rdfinancialservice.com,(289)396-1464,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd2xJYAQ,False,,24473979,0030A0000029m8HQAQ,0010A000002w98dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1282,Medium,"User is having difficulties signing into Workspace regarding password and MFA. 
Logmein- located MFA on Edge on the top right - helped user reset password via self guide to sign in

Email: kged11@eastlink.ca 

**********************************************************************
Good afternoon, Kim

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding you Workspace login!
 
As a reminder your authenticator for Workspace is on your Edge browser. It is located on the top right of your screen; I provided a screenshot below of how the icon looks like, you can copy it and past it by clicking (Ctrl ‘V’)
 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:42:48.000+0000,False,False,005OH00000BG5v4YAD,2025-12-11T20:16:36.000+0000,005OH00000BG5v4YAD,2025-12-11T20:44:37.000+0000,005OH00000BG5v4YAD,2025-12-11T20:44:37.000+0000,(902)305-0563,,kged11@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd35QYAQ,False,,24476650,0030A0000029pLJQAY,0010A000002wBooQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:01:40.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T21:01:40.000+0000,005OH000004Ir1xYAC,2025-12-11T21:01:40.000+0000,005OH000004Ir1xYAC,2025-12-11T21:01:40.000+0000,(403)214-3201,(403) 254-1910,garth@calgaryfinancial.net,(403)287-7076,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd3OnYAI,False,,24475196,0030A0000029Zn2QAE,0010A000002vz1LQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application Inquiries-,Medium,"*****DDS***** 12/11/2025
User had process inquiries about an application. Referred user to the right support. 



******email chain******


Hello Victoria, 

     It was a pleasure assisting today. As discussed, for all process related inquiries, your RSA Janet de Bruijn would be the best contact. You can reach her at janet.debruijn@canadalife.com or (403) 663-2507. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Victoria, 

     It was a pleasure assisting today. As discussed, for all process related inquiries, your RSA Janet de Bruijn would be the best contact. You can reach her at janet.debruijn@canadalife.com or (403) 663-2507. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:51:07.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T20:35:56.000+0000,005OH00000BFQFHYA5,2025-12-11T20:58:11.000+0000,005OH00000BFQFHYA5,2025-12-11T20:58:11.000+0000,(403)671-6730,(587) 585-6730,vicgee415@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd3wXYAQ,False,,24472338,0030A00000ApXzDQAV,0010A00000BPEBjQAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T19:49:09.000+0000,False,False,005OH00000245RQYAY,2025-12-11T19:49:09.000+0000,005OH00000245RQYAY,2025-12-11T19:49:10.000+0000,005OH00000245RQYAY,2025-12-11T19:49:10.000+0000,(514)334-8701,(514) 531-2134,nathalie.perron@coachingtrek.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd4b0YAA,False,,24478728,003G0000018f6xLIAQ,0010A000002wOzzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Good afternoon Ivan,

The one-time passcode to open the encrypted email message is sent by Microsoft Office 365 Encryption. Please refer to your general inbox, spam/junk folder for the instant one-time passcode. As for the password for the password-protected Excel file, this was sent in a separate email by our team, subject line: “Password Email”.

Please view reference guide below on how to open an encrypted email message. 

1. Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example of the error message.

 

2. Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message

 

•	Please note the ""Password Email"" I provided is not to get into this site. The “Password Email” is for the Excel file itself as it is password-protected
•	Is the website asking for a one-time pass code? This is a separate code sent to your inbox or mobile device from the email service (ex. Microsoft Office 365 Encryption) 
o	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
o	Please check the general inbox for the code
	Please also check spam/junk folder
o	Please copy and paste the code to eliminate any mishaps
•	Is the website asking for login credentials? This is your email login credentials 
 

3. Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password located in the ""Password Email"" I provided.
The only time you input the password from the ""Password Email"" is shown below as reference
•	Please copy and paste the password to eliminate any mishaps

 



Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Ivan Burt <ivan@burtwealthandinsurance.ca> 
Sent: December 16, 2025 1:18 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: KYC Report Request /Case24478728

What’s the password Ivan B. Burt, CEBS, BPHA Certified Employee Benefits Specialist Financial Security Advisor Ivan Burt Wealth and Insurance Solutions Phone – 709-368-8373 Cell – 709-687-9493 Fax – 709-368-2453 10 Forbes St. , Chelsea Bldg. ,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
What’s the password



Ivan B. Burt, CEBS, BPHA
Certified Employee Benefits Specialist
Financial Security Advisor
Ivan Burt Wealth and Insurance Solutions
Phone – 709-368-8373
Cell – 709-687-9493
Fax – 709-368-2453
10 Forbes St., Chelsea Bldg., Suite #203
St. John’s, NL A1E 3L5


The contents of this communication, including any attachments, are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immedialtely and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or it’s contents.  Thank you.  Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.


Hi Ivan,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
PW9WH9RIZH

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Ivan,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Ivan Burt
Code: 17071

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to ivan@burtwealthandinsurance.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-11T21:43:22.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T21:43:22.000+0000,005OH0000071DK9YAM,2025-12-16T18:48:45.000+0000,005OH0000071DK9YAM,2025-12-16T18:48:45.000+0000,(709)687-9493,(709) 687-9493,ivan@burtwealthandinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd4kaYAA,False,,24476365,0030A0000029aDnQAI,0010A000002vzQLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MFA,Medium,"Assisting advisor set up new authenticator.
****************
Hi Dawn, thank you for contacting the workspace support today.

To recap our call,  we set up your google authenticator on your new phone and you were able to successfully sign onto your workspace account.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T21:00:43.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T20:56:31.000+0000,005OH00000BFQFCYA5,2025-12-11T21:06:08.000+0000,005OH00000BFQFCYA5,2025-12-11T21:06:08.000+0000,(780)906-5487,,dawn@redsealfinancial.com,(780)669-3723,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd4uDYAQ,False,,24472529,003G0000018f7xYIAQ,0010A000002wQ3jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre login issue,Medium,"CARLEEN CARELS

Advisor was having login issue with investment centre. They had to end the call. I told them to clear cache and cookies. If this doesn't resolve the issue. They can call us back.

Hello Carleen,

Thank you for calling workspace support team. I am glad to assist with your inquiry today.

In our today’s call, you were having issues logging in to your investment centre. You had to end the call from your side. Please try to clear cache and cookies. If this doesn’t resolve the issue, you can give us a call back.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:06:42.000+0000,False,False,005OH00000BFiyTYAT,2025-12-11T19:52:28.000+0000,005OH00000BFiyTYAT,2025-12-11T20:06:43.000+0000,005OH00000BFiyTYAT,2025-12-13T02:02:34.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd5IPYAY,False,,24472633,003G0000018f7P5IAI,0010A000002wPVVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"****DDS****12/11/25 

User got a new device and needed help setting MFA on new device
Authenticated user as per KB0021888 - sent a PW reset link to unlock account and added SF authenticator to their WS account 
============================================================================================= 
 
****Email Chain****


Bonjour Normand,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant l’authentificateur lié à votre compte Espace Affaires.

Je suis ravie d’avoir pu vous assister à reconnecter l’authentificateur Salesforce sur votre compte et ensuite vous avez accédé votre compte Espace Affaires avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T21:40:26.000+0000,False,False,005OH0000097FtCYAU,2025-12-11T19:53:58.000+0000,005OH0000097FtCYAU,2025-12-11T23:12:36.000+0000,005OH0000097FtCYAU,2025-12-11T23:12:36.000+0000,(514) 743-5809,(514) 743-5809,nlajoie@equilibrefinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd5LpYAI,False,,24476635,003G0000018f7xYIAQ,0010A000002wQ3jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre SSO issue - INC1935106,Medium,"****DDS****Dec 12, 2025****Samantha

Resolved

==================================================================================================

KB0021772  - INC1935106 / Advisor having an error when accessing investment centre, TS steps done but no good. Reach out to assist line, talk to SL Sam and escalated the case.
==========================

****Email Chain****

Hello Carleen,

Thank you for confirming that you now have access to Investment Centre.

If there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Carleen Carels <carleen@carelsfinancial.com> 
Sent: December 12, 2025 9:29 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 24476635 / INC1935106 - Investment Centre Issue

They have fixed the issue. Carleen From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: December 12, 2025 9: 18 AM To: Carleen Carels <carleen@ carelsfinancial. com> Subject: RE: 24476635 / INC1935106 - Investment Centre
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
They have fixed the issue.  Carleen

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 9:18 AM
To: Carleen Carels <carleen@carelsfinancial.com>
Subject: RE: 24476635 / INC1935106 - Investment Centre Issue

Hello Carleen,

We have gone ahead and escalated this your Investment Centre login issue to our Digital Technical Lab team. As soon as we have more information, we will follow-up with you.

In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Carleen Carels <carleen@carelsfinancial.com> 
Sent: December 12, 2025 7:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 24476635 / INC1935106 - Investment Centre Issue

This is still not working and I need access asap. Please call me at 204-946-8191. Carleen From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: December 11, 2025 3: 48 PM To: Carleen Carels <carleen@ carelsfinancial. com>

This is still not working and I need access asap.  Please call me at 204-946-8191.  Carleen

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 3:48 PM
To: Carleen Carels <carleen@carelsfinancial.com>
Subject: 24476635 / INC1935106 - Investment Centre Issue

Hi Carleen,

Thank you for calling the workspace support about an issue accessing Investment Centre.

We have tried to check details as well as having done some trouble shooting steps, but it did not fix the issue. We then result in escalating your situation so it can be investigated further. I understand this must be very frustrating on your part and my apologies for the inconvenience. We will provide an update once this request is worked on.

Thank you for your understanding and have a good day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:06:08.000+0000,False,False,005OH000002iN7pYAE,2025-12-11T21:01:25.000+0000,005OH00000BFPZHYA5,2025-12-15T15:06:08.000+0000,005OH00000BFPZHYA5,2025-12-15T15:06:08.000+0000,(204)946-8191,,carleen@carelsfinancial.com,(204)946-8223,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd5QTYAY,False,,24472655,003G0000018f7k3IAA,0010A000002wPqRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,General Inquiry,Medium,"***DDS***

User just calling in to ask how/where to run an Inforce Illustration - gave her verbal instructions as she followed along and directed her to the correct tab in WS

Susan Henley - shenley@dennisfinancial.net
H4472

email===================
Good afternoon Susan,

Thank you for reaching out to Workspace Support regarding this Inforce Illustrations inquiry. I’m glad we could find the Illustrations tab, starting from the Overview page.

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey. Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Jason M.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations   
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T19:58:56.000+0000,False,False,005OH0000064XtBYAU,2025-12-11T19:54:11.000+0000,005OH0000064XtBYAU,2025-12-11T19:58:57.000+0000,005OH0000064XtBYAU,2025-12-11T19:58:57.000+0000,(902) 222-7183,(902) 222-7183,sue@slhbenefits.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd5QXYAY,False,,24474070,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:18:03.000+0000,False,False,005OH000003ds0PYAQ,2025-12-11T20:18:03.000+0000,005OH000003ds0PYAQ,2025-12-11T20:18:04.000+0000,005OH000003ds0PYAQ,2025-12-11T20:18:04.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd69jYAA,False,,24477223,0030A0000029pQZQAY,0010A000002wBsrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:12:53.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T21:12:53.000+0000,005OH000004Ir1xYAC,2025-12-11T21:12:53.000+0000,005OH000004Ir1xYAC,2025-12-11T21:12:53.000+0000,(780)716-5977,,lyc2003a@hotmail.com,(780)800-0363,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd6KxYAI,False,,24474007,003OH00000M96jDYAR,001OH00000QuaC2YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Issues,Medium,"***DDS 2025-12-11***
User was having issues logging in to Workspace due to Authenticator.
DDS assisted user in using Authenticator.
 
================================================================================
****Email Chain**
Hello Gerard,

It was a pleasure speaking to you earlier regarding your Workspace login issue. We’re happy we were able to assist you in logging in to your Workspace account using the Authenticator mobile app. As a reminder, every time you login to Workspace, you will have to enter the code that appear on the Authenticator app on your phone to approve the login.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:18:24.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T20:17:05.000+0000,005OH00000AX0rVYAT,2025-12-11T20:27:30.000+0000,005OH00000AX0rVYAT,2025-12-11T20:27:30.000+0000,(403)328-5484,,gerardvanschothorst@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd6ksYAA,False,,24477841,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Upload documents,Medium,"*12/11*
----------------

Jim Peddie

i just filled out a tfer to RIFF for a client, i spoke with the lady that senbt them to
upload documents
is MGA 
advised that MGA users do not have the ability to upload documents 
 

*email*
----------------
Good afternoon James, 

Thank you for contacting the Workspace Support Team with your upload documents inquiry. 

You wanted to know if it was possible to submit documents and upload them to Workspace. We tried to guide you to the area, but the option was missing, upon further investigation we discovered the option was not available to you and we directed to you to the other option you advised me about during the call. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T23:58:51.000+0000,False,False,005OH000008919xYAA,2025-12-11T21:25:22.000+0000,005OH000008919xYAA,2025-12-11T23:58:51.000+0000,005OH000008919xYAA,2025-12-11T23:58:51.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd7c4YAA,False,,24476574,003G0000018f7GkIAI,0010A000002wPLXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Paul,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
36QMBJC9K3

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Paul,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Paul Murphy
Code: 14352,A5803, W5774 

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to paul@mmfp.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-11T21:00:24.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T21:00:24.000+0000,005OH0000071DK9YAM,2025-12-11T21:06:28.000+0000,005OH0000071DK9YAM,2025-12-11T21:06:28.000+0000,(902)209-6600,(902) 209-6600,paul@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd7k1YAA,False,,24473115,003OH00000M98gBYAR,001OH00000QuvOrYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Workspace Registration,Medium,"Assisted with Registration.
********
Hi Ruth , thank you for contacting the workspace support today.

To recap our call, I was able to assist you with the registration, and you logged on successfully.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-29T15:17:09.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T20:01:54.000+0000,005OH00000BFQFCYA5,2026-01-29T15:17:10.000+0000,005OH00000BFQFCYA5,2026-01-29T15:17:10.000+0000,(250)744-1351,,rmclaughlin@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd8EfYAI,False,,24473189,0030A0000029ZIYQA2,0010A000002vyc1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:03:07.000+0000,False,False,005G0000002gxxjIAA,2025-12-11T20:03:07.000+0000,005G0000002gxxjIAA,2025-12-11T20:03:07.000+0000,005G0000002gxxjIAA,2025-12-11T20:03:07.000+0000,(450)471-8695,514-594-8978,pierreh.goulet@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd8t0YAA,False,,24476404,0030A00000BHpFxQAL,0010A00000Bs4ILQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:57:03.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T20:57:03.000+0000,005OH000004Ir1xYAC,2025-12-11T20:57:04.000+0000,005OH000004Ir1xYAC,2025-12-11T20:57:04.000+0000,(403)471-0708,,danielle@honourlifeinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd8t1YAA,False,,24477499,003OH00000M97QdYAJ,001OH00000QuxVKYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace MFA issue,Medium,"******DDS**** 12/11/2025
User having issues with MFA upon sign in, DDS authenticated and disconnected user's MFA to set up a new connection as an extension. 

ref: KB0021888, KB0016709



*******email chain******
Hello Nada, 

    Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T21:22:12.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T21:18:29.000+0000,005OH00000BFQFHYA5,2025-12-11T21:37:46.000+0000,005OH00000BFQFHYA5,2025-12-11T21:37:46.000+0000,(905)848-8122,,ndableh.tbl04@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hd9VjYAI,False,,24478148,003OH00000M98waYAB,001OH00000QuxZwYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email Update,Medium,"*DDS**

User needs email sycned - calling them:

005OH000007AfCgYAK	
GUY	SPEARNS	
P6842	
guyspearns@primerica.com	

email=========================
Good afternoon Guy,

Thank you for speaking with me today about correcting your email address in our systems. I have successfully updated your email address in our systems so you will be able to receive emails properly through our automated systems.

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey. Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Jason M.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations   
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T21:36:55.000+0000,False,False,005OH0000064XtBYAU,2025-12-11T21:31:26.000+0000,005OH0000064XtBYAU,2025-12-11T21:36:56.000+0000,005OH0000064XtBYAU,2025-12-11T21:36:56.000+0000,(250)480-8192,,guyspearns@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdAQDYA2,False,,24476896,0030A0000029pMtQAI,0010A000002wBq9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:06:37.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T21:06:37.000+0000,005OH000004Ir1xYAC,2025-12-11T21:06:37.000+0000,005OH000004Ir1xYAC,2025-12-11T21:06:37.000+0000,(403)625-4427,,dahlin@belaywealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdAmmYAE,False,,24476793,0030A0000029pMWQAY,0010A000002wBprQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:04:29.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T21:04:29.000+0000,005OH000004Ir1xYAC,2025-12-11T21:04:30.000+0000,005OH000004Ir1xYAC,2025-12-11T21:04:30.000+0000,(514)737-9252X228,,jongomes@total.net,(514)737-2342,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdBydYAE,False,,24476618,0030A0000029hymQAA,0010A000002w5lLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:01:13.000+0000,False,False,00516000007Qeg2AAC,2025-12-11T21:01:13.000+0000,00516000007Qeg2AAC,2025-12-11T21:01:14.000+0000,00516000007Qeg2AAC,2025-12-11T21:01:14.000+0000,(905)754-3548,(416) 454-3830,rob@robkimelinsurance.ca,(416)661-9157,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdC5QYAU,False,,24475368,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:39:03.000+0000,False,False,005OH000004pk06YAA,2025-12-11T20:39:03.000+0000,005OH000004pk06YAA,2025-12-11T20:39:03.000+0000,005OH000004pk06YAA,2025-12-11T20:39:03.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdC5SYAU,False,,24475972,003OH00000XHWGhYAP,001OH00000fN6zeYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email Update,Medium,"**DDS**

User needs to sync/update their emails for CIAM - Connected via phone - verified and correction completed

005OH00000BiHx0YAF	
ALGHIN WILSON	
PB260	
alghinwilson@primerica.com	

email==============
Good afternoon Alghin,

Thank you for speaking with me today about correcting your email address in our systems. I have successfully updated your email address in our systems to alghinwilson@primerica.com so you will be able to receive emails properly through our automated systems.

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey. Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Jason M.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations   
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



==========================",True,2025-12-11T21:10:21.000+0000,False,False,005OH0000064XtBYAU,2025-12-11T20:49:43.000+0000,005OH0000064XtBYAU,2025-12-11T21:10:21.000+0000,005OH0000064XtBYAU,2025-12-11T21:10:21.000+0000,(905)341-6211,,alghinwilson@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdDRLYA2,False,,24478717,003OH00000M98EvYAJ,001OH00000QuqgQYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica Registration,Medium,"NAME: RICHELDA ALMOITE CAMARILLO 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: P8352
PHONE: +1 604-862-4372 
EMAIL: rcamarillo@primerica.com 
 
ISSUE: 
User wanted to check if they have completed registration. 
 
AUTHENTICATION (If Required):

 
FINDINGS:
CIAM shows that user has registered but has not yet actuvated their accoiunt with the activation code
 
TROUBLESHOOTING/RESOLUTION:
 walked user through the sign in process so that they can contunue to the part where they activate the account
Connected with user through logmein
Was able to walk user through using the activation code
 
EMAIL:
 
--------------------------------------***DDS DEC/11/2025***--------------------------
Hello Richelda,
Thank you for calling Workspace Support today for help with your registration.
On the call today, we connected through a LogMeIn session to verify that you had completed your registration and should have no issues accessing your workspace account. We were able to confirm that you have access to your workspace account without any issues.
Our call got unfortunately disconnected and when I called you back, I didn’t get a response. 
If you have another inquiry, please contact us again.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-11T22:10:45.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T21:43:15.000+0000,005OH00000BGf2TYAT,2025-12-11T22:10:45.000+0000,005OH00000BGf2TYAT,2025-12-11T22:10:45.000+0000,(604)324-7840,,rcamarillo@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdEGtYAM,False,,24476685,0030A0000029aSVQAY,0010A000002vzb6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Pause on a renewal request,Medium,"******DDS****** 12/11/2025
User needed assistance on if putting a pause on a term renewal can be done through workspace. provided user with the right support per assist.


******email chain******

Hello Walter, 

   It was a pleasure assisting you today. You will want to reach out to client services at 1-888-252-1847 for assistance with your inquiry about putting on a pause on the term 20 renewal. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T21:15:57.000+0000,False,False,005OH00000BFQFHYA5,2025-12-11T21:02:15.000+0000,005OH00000BFQFHYA5,2025-12-11T21:15:57.000+0000,005OH00000BFQFHYA5,2025-12-11T21:15:57.000+0000,(403)253-4840,(403) 710-4183,walter.thompson@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdEiLYAU,False,,24476313,0030A0000029ay6QAA,0010A000002w013QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policies under Shanan Landry MGA Workspace.,Medium,"***DDS*** 12/11/25
Name: Shanan Landry
Phone:
Agent code: C3760
Reference: Tested under Shanan Landry MGA Workspace
Advisor name: 	Sarah King

Hello, 

Thank you for contacting the Workspace support group regarding missing policies under Shanan Landry MGA Workspace.

We have confirmed that Shanan Landry does have access to the 2 policies 60082160P & 48418162P

Please have Shanan log in to MGA Workspace and try again.

If it is still not working please have Shanan call us at their convenience at 11-800-475-7001 and anyone on Workspace will be happy to assist.  Our team is available between the hours of 8am to 8pm EST, M-F.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Soika, Jordan <Jordan.Soika@canadalife.com> 
Sent: December 11, 2025 3:23 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: BWIS@bmo.com
Subject: FW: AOR question -nada Life 60082160P & 48418162P Valerie C McFarland

Hello Team,

Shanan Landry is unable to access the policies in the subject line of this email despite having third party access to Sarah King’s advisor code C3760. Can the Workspace Support team investigate this and respond back to Shanan? 

Thank you kindly,

Jordan Soika (He/Him)
Associate Manager, Contracts (MGA & National Accounts)
Contracts and Financial Operations
Tel:  (416) 552-5279 | Email:  Jordan.Soika@canadalife.com

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: BMO Wealth Insurance Services <BWIS@bmo.com> 
Sent: December 11, 2025 10:53 AM
To: Garcia, Eva <Eva.Garcia@canadalife.com>
Subject: [EXT] AOR question -nada Life 60082160P & 48418162P Valerie C McFarland

Good morning Ms. Eva, Can you tell why Shanan Landry- Marketing Associate of Sarah King can’t access the above-mentioned policies. When it is coded to their team. For your assistance, please. Thanks again, Janet Arena Senior Service Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Ms. Eva,
Can you tell why Shanan Landry- Marketing Associate of Sarah King can’t access the above-mentioned policies. When it is coded to their team.
For your assistance, please.
Thanks again,
Janet Arena
Senior Service Representative
BMO Wealth Insurance Services
BMO Estate Insurance Advisory Services Inc
First Canadian Place 
100 King Street West
39th Floor
Toronto, On M5X 1H3
BWIS@bmo.com
 
This email and its attachments are confidential. Any unauthorised use or disclosure is prohibited. If you receive this email in error, please notify me by reply email and permanently delete the original without making any copies or disclosing its contents. All insurance products and advice are offered through BMO Estate Insurance Advisory Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors. Comments included in this email and its attachments are not intended to be legal, tax, insurance or investment advice. Professional advice should be obtained for your specific circumstances.
From: Landry, Shanan 
Sent: December 11, 2025 10:12 AM
To: BMO Wealth Insurance Services 
Subject: RE: ANNUAL STATEMENT (Whole Life) - Canada Life 60082160P Valerie C McFarland
Thanks so much Janet. This is what I see when I try to pull up the policies. Let me know if you need anything else from me. Thank you!!!
 
Shanan Landry | Estate & Insurance Marketing Associate
BMO Estate Insurance Advisory Services Inc. | #1100, 525 – 8th Ave SW, Calgary AB, T2P 1G1
shanan.landry@bmo.com |Tel: 403-260-9320 | Fax: 403-260-9379
From: BMO Wealth Insurance Services <BWIS@bmo.com> 
Sent: December 11, 2025 7:21 AM
To: Landry, Shanan <Shanan.Landry@bmo.com>
Subject: FW: ANNUAL STATEMENT (Whole Life) - Canada Life 60082160P Valerie C McFarland
Hi Shanan,
Both policies 60082160P and 48418162P are coded to Sarah King-please see attached current summaries.
When you get the chance, please try accessing Workspace again and send me the error message if you still can’t get through and we’ll ask Canada Life to investigate.
Thank you,
Janet Arena
Senior Service Representative
BMO Wealth Insurance Services
BMO Estate Insurance Advisory Services Inc
First Canadian Place 
100 King Street West
39th Floor
Toronto, On M5X 1H3
BWIS@bmo.com
 
This email and its attachments are confidential. Any unauthorised use or disclosure is prohibited. If you receive this email in error, please notify me by reply email and permanently delete the original without making any copies or disclosing its contents. All insurance products and advice are offered through BMO Estate Insurance Advisory Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors. Comments included in this email and its attachments are not intended to be legal, tax, insurance or investment advice. Professional advice should be obtained for your specific circumstances.
From: Landry, Shanan <Shanan.Landry@bmo.com> 
Sent: December 10, 2025 6:39 PM
To: BMO Wealth Insurance Services <BWIS@bmo.com>
Subject: FW: ANNUAL STATEMENT (Whole Life) - Canada Life 60082160P Valerie C McFarland
Hi BWIS,
Can you check to see why I no longer have access on workspace to the 2 McFarland policies? Just last week I did have access since I pulled an illustration. However now I don’t. 
I am in need of summaries for both if you can send those to me.
Thank you,
Shanan Landry | Estate & Insurance Marketing Associate
BMO Estate Insurance Advisory Services Inc. | #1100, 525 – 8th Ave",True,2025-12-11T20:55:45.000+0000,False,False,005OH00000BGeeHYAT,2025-12-11T20:55:45.000+0000,005OH00000BGeeHYAT,2025-12-11T20:58:16.000+0000,005OH00000BGeeHYAT,2025-12-11T20:58:16.000+0000,(403)260-3884,,sarah@kingwealth.ca,(403)355-6109,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdFg0YAE,False,,24476545,0030A0000029X9HQAU,0010A000002vwnwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't find client in workspace,Medium,"SANDEEP SETHI

Advisor was trying to find their client in workspace but they were not able to find them. They shared their screen with me and I tried to search with last name of their client and we found the client.

Hello Sandeep,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you were trying to pull up your client’s information, but you were not getting results. You shared your screen with me and then we tried with last name of the client, and it did pull up the client’s information. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:59:57.000+0000,False,False,005OH00000BFiyTYAT,2025-12-11T20:59:57.000+0000,005OH00000BFiyTYAT,2025-12-11T20:59:57.000+0000,005OH00000BFiyTYAT,2025-12-11T20:59:57.000+0000,(647)219-1414,,info@knsinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdFmPYAU,False,,24474396,003G0000018f7P9IAI,0010A000002wPVZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:22:59.000+0000,False,False,005OH000002N6huYAC,2025-12-11T20:22:59.000+0000,005OH000002N6huYAC,2025-12-11T20:23:00.000+0000,005OH000002N6huYAC,2025-12-11T20:23:00.000+0000,(450) 638-0202,(514) 926-5059,jean@agirai.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdFzMYAU,False,,24476810,0030A000008r6c1QAA,0010A000009lzlrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User requesting assistance to register for Workspace account. 
Logmein- directed user to register for Workspace 
KB0016709 - Set up Chrome MFA

Email: 756555730a@gmail.com 
Code: D6049
User ID: BWANG101 

*****************************************************************
Good afternoon, Bo 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with registering for your MGA Workspace account. Workspace page is, https://workspace.canadalife.com/. During Workspace login it will now request a confirmation through the Chrome Authenticator on your mobile device. 
As a reminder your authenticator for Workspace is on your Chrome browser. It is located on the top right of your screen; I provided a screenshot below of how the icon looks like. 
 
 

 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T21:29:40.000+0000,False,False,005OH00000BG5v4YAD,2025-12-11T21:04:55.000+0000,005OH00000BG5v4YAD,2025-12-11T21:29:40.000+0000,005OH00000BG5v4YAD,2025-12-11T21:29:40.000+0000,(647)326-4787,,756555730a@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdGDyYAM,False,,24479409,0030A0000029pTBQAY,0010A000002wBukQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:58:59.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T21:58:59.000+0000,005OH000004Ir1xYAC,2025-12-11T21:59:00.000+0000,005OH000004Ir1xYAC,2025-12-11T21:59:00.000+0000,(403)253-4840,,teraca.moffatt@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdH9vYAE,False,,24474876,0030A0000029muJQAQ,0010A000002w9q1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:30:51.000+0000,False,False,0055o000001t1uPAAQ,2025-12-11T20:30:51.000+0000,0055o000001t1uPAAQ,2025-12-11T20:30:51.000+0000,0055o000001t1uPAAQ,2025-12-11T20:30:51.000+0000,(416)417-9008,(416) 417-9008,isaloins@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdI5zYAE,False,,24477137,0030A0000029pQTQAY,0010A000002wBslQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:11:16.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T21:11:16.000+0000,005OH000004Ir1xYAC,2025-12-11T21:11:16.000+0000,005OH000004Ir1xYAC,2025-12-11T21:11:16.000+0000,(403)337-3387,,christopher.hareuther@servuswealth.ca,(403)337-3216,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdJ3dYAE,False,,24474988,003OH00000WogPuYAJ,001OH00000eR3RFYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:32:28.000+0000,False,False,0055o000001NWfMAAW,2025-12-11T20:32:28.000+0000,0055o000001NWfMAAW,2025-12-11T20:32:29.000+0000,0055o000001NWfMAAW,2025-12-11T20:32:29.000+0000,(647)267-4829,,patgponniah@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdJN5YAM,False,,24477550,003OH000009iPk0YAE,001OH00000Bnuz5YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:19:40.000+0000,False,False,005G0000002gyDJIAY,2025-12-11T21:19:40.000+0000,005G0000002gyDJIAY,2025-12-11T21:19:40.000+0000,005G0000002gyDJIAY,2025-12-11T21:19:40.000+0000,(204)509-2100,,bronwyn@sigurdsonfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdJWfYAM,False,,24475064,0030A0000029nAhQAI,0010A000002wA4SQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:33:43.000+0000,False,False,005OH000005URvxYAG,2025-12-11T20:33:43.000+0000,005OH000005URvxYAG,2025-12-11T20:33:44.000+0000,005OH000005URvxYAG,2025-12-11T20:33:44.000+0000,(780)398-2041,,weaselcreek@gmail.com,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdJoYYAU,False,,24478914,0035o0000063YGPAA2,0015o000006c9UMAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:48:08.000+0000,False,False,005OH000005URvxYAG,2025-12-11T21:48:08.000+0000,005OH000005URvxYAG,2025-12-11T21:48:09.000+0000,005OH000005URvxYAG,2025-12-11T21:48:09.000+0000,(587)983-1030,,arjun@askfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdLLZYA2,False,,24475385,0030A0000029gBnQAI,0010A000002w4FyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"***DDS 2025-12-11***
User was receiving ERR-W1281 when trying to login.
DDS advised user to select MGA association and check email.
User had a typo in email and was able to login.
 
================================================================================
****Email Chain**
Hello David,

It was a pleasure speaking to you earlier regarding your Workspace login issues. We’re happy we were able to assist you in logging in to your Workspace account.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T20:44:07.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T20:39:18.000+0000,005OH00000AX0rVYAT,2025-12-11T20:44:07.000+0000,005OH00000AX0rVYAT,2025-12-11T20:44:07.000+0000,(416)492-0015,,davidjr@cowperinsurance.ca,(416)498-1525,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdMRJYA2,False,,24475611,0030A0000029ZagQAE,0010A000002vypnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:43:08.000+0000,False,False,005OH000005URvxYAG,2025-12-11T20:43:08.000+0000,005OH000005URvxYAG,2025-12-11T20:43:08.000+0000,005OH000005URvxYAG,2025-12-11T20:43:08.000+0000,(780)462-0843,,fivem@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdNbyYAE,False,,24478605,003OH00000M9A5PYAV,001OH00000QutO0YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email Update,Medium,"***DDS***

Email correction





email===================================",True,2025-12-11T22:52:28.000+0000,False,False,005OH0000064XtBYAU,2025-12-11T21:41:01.000+0000,005OH0000064XtBYAU,2025-12-11T22:52:28.000+0000,005OH0000064XtBYAU,2025-12-11T22:52:28.000+0000,(416)840-7306,,pratti@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdO07YAE,False,,24477242,003G0000018f6fEIAQ,0010A000002wOdGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Quote on Workspace and Form Download,Medium,"***DDS 2025-12-11***
User was having issues finding a quote on Workspace from a quote number given to the user.
DDS guided user to Canada Life Illustration to find quote from quote number and policy number.
DDS also helped user download forms from the forms and processes page.
 
================================================================================
****Email Chain**
Hello Christopher,

It was a pleasure speaking to you earlier regarding your Workspace quote issue. We’re happy we were able to assist you in finding and printing your quote from your provided quote number. We’re also happy we were able to assist you with downloading your forms.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T21:13:20.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T21:13:20.000+0000,005OH00000AX0rVYAT,2025-12-11T21:39:40.000+0000,005OH00000AX0rVYAT,2025-12-13T02:01:35.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdOrKYAU,False,,24477327,0031600002G6ks8AAB,0010A000002wNF5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:14:57.000+0000,False,False,0055o000001t1uPAAQ,2025-12-11T21:14:57.000+0000,0055o000001t1uPAAQ,2025-12-11T21:14:57.000+0000,0055o000001t1uPAAQ,2025-12-11T21:14:57.000+0000,(647)688-1627,(647) 688-1627,tim.chuang@radiantlifeinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdP7XYAU,False,,24479805,0030A0000029mIWQAY,0010A000002w9I9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T22:08:51.000+0000,False,False,00516000007Qeg2AAC,2025-12-11T22:08:51.000+0000,00516000007Qeg2AAC,2025-12-11T22:08:51.000+0000,00516000007Qeg2AAC,2025-12-11T22:08:51.000+0000,(416)910-8929,,allwayfinancial@yahoo.com,(905)817-0574,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdPHBYA2,False,,24478828,0030A0000029pRkQAI,0010A000002wBtnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:45:54.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T21:45:54.000+0000,005OH000004Ir1xYAC,2025-12-11T21:45:55.000+0000,005OH000004Ir1xYAC,2025-12-11T21:45:55.000+0000,(403)409-4281,,gskriver@faithlifefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdPQnYAM,False,,24476120,003OH00000NrhpkYAB,001OH00000SzpS8YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/11/25 

As per the new process for authentication, user was advised to call us to assist with their MGA registration 
 
============================================================================================= 
 
****Email Chain****

Good day Matt,

We received a request to assist you with the registration process for access to MGA Workspace.

To help you with this, we need to connect with you directly over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com> 
Sent: December 11, 2025 8:19 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: ACTION REQUIRED: Setting up MGA Workspace

Can someone please help Matt?

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433

Vacation Alert: Dec 22-29


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Matt Mawer 
Sent: December 9, 2025 1:39 PM
To: Campbell-Sergeant, Mackenzie 
Subject: [EXT] Re: ACTION REQUIRED: Setting up MGA Workspace

Hey Mackenzie, I feel like a Boomer here. I can't seem to get on the MGA sign in. It says my repnet ID is already in use and when I try to recover password it never sends me anything. I also had some password problems with my Advisor solutions
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hey Mackenzie, I feel like a Boomer here. I can't seem to get on the MGA sign in.

It says my repnet ID is already in use and when I try to recover password it never sends me anything. I also had some password problems with my Advisor solutions password the other day, and I asked the guy there if he can help me sign into my MGA log in and he said he sees that I have it but can't help me with that.

Matthew Mawer, CFP®
Investment Representative, Quadrus Investments Services Ltd.
Bridge to Wealth
415 Maitland Dr., Belleville, ON, K8N4Z5
T: 613.967.6060 x258
F: 613.967.6063

Book a meeting with me at your convenience Click Here

 
www.bridgetowealth.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
________________________________________
From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Sent: Monday, December 8, 2025 9:22 AM
To: Matt Mawer <mattmawer@bridgetowealth.ca>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace 

Hi Matt, 

Lately no email has been going out. The process is evolving as we go. Youa re good to proceed with step 2 in the registration process!

Thanks, 

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433

Vacation Alert: Dec 22-29


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Matt Mawer <mattmawer@bridgetowealth.ca> 
Sent: December 5, 2025 10:43 AM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] Re: ACTION REQUIRED: Setting up MGA Workspace

Hey Mackenzie, I did that thing, it said wait 24 to 48 hours and I am just remembering, I don't think I got an email in that time frame, but I don't know. I get 100 emails a day and the canada life ones are usually spam, its possible I missed
Hey Mackenzie,

I did that thing, it said wait 24 to 48 hours and I am just remembering, I don't think I got an email in that time frame, but I don't know. I get 100 emails a day and the canada life ones are usually spam, its possible I missed it, but i just did a search and cant find it. Do you know what it would look like??

Matthew Mawer, CFP®
Investment Representative, Quadrus Investments Services Ltd.
Bridge to Wealth
415 Maitland Dr., Belleville, ON, K8N4Z5
T: 613.967.6060 x258
F: 613.967.6063

Book a meeting with me at your convenience Click Here

 
www.bridgetowealth.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
________________________________________
From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Sent: Tuesday, November 25, 2025 8:47 AM
To: Matt Mawer <mattmawer@bridgetowealth.ca>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace 

The deadline is a “Mackenzie” deadline! You are good, just wanted to make sure I had time to help everyone through the process!

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Matt Mawer <mattmawer@bridgetowealth.ca> 
Sent: November 24, 2025 3:41 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] Re: ACTION REQUIRED: Setting up MGA Workspace

K I registered, your previous email says wait for 48 hours, the deadline is today though, should I be fine? Get Outlook for Android From: Campbell-Sergeant, Mackenzie <Mackenzie. Campbell-Sergeant@ advicecanada. com> Sent: Monday, November
K I registered, your previous email says wait for 48 hours, the deadline is today though, should I be fine?

Get Outlook for Android
________________________________________
From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Sent: Monday, November 24, 2025 1:42:45 PM
To: Matt Mawer <mattmawer@bridgetowealth.ca>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace 

Ill work on this!

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Matt Mawer <mattmawer@bridgetowealth.ca> 
Sent: November 24, 2025 1:40 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] Re: ACTION REQUIRED: Setting up MGA Workspace

I ran into this problem like a year ago. . It says I'm already registered but I can't recover my password with my email. Matthew Mawer, CFP® Investment Representative, Quadrus Investments Services Ltd. Bridge to Wealth 415 Maitland Dr. , Belleville,
I ran into this problem like a year ago.. It says I'm already registered but I can't recover my password with my email.

Matthew Mawer, CFP®
Investment Representative, Quadrus Investments Services Ltd.
Bridge to Wealth
415 Maitland Dr., Belleville, ON, K8N4Z5
T: 613.967.6060 x258
F: 613.967.6063

Book a meeting with me at your convenience Click Here

 
www.bridgetowealth.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
________________________________________
From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Sent: Monday, November 24, 2025 1:24 PM
To: Matt Mawer <mattmawer@bridgetowealth.ca>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace 

Hi Matt, 

There was a power point that walked through the how to in my original email. Here are the codes you will need to complete this: 


Producer Code Activation Code
H5401	1-1EYLG91


Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Matt Mawer <mattmawer@bridgetowealth.ca> 
Sent: November 21, 2025 12:49 PM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] Re: ACTION REQUIRED: Setting up MGA Workspace

how do i do this? Matthew Mawer, CFP® Investment Representative, Quadrus Investments Services Ltd. Bridge to Wealth 415 Maitland Dr. , Belleville, ON, K8N4Z5 T: 613. 967. 6060 x258 F: 613. 967. 6063 Book a meeting with me at your convenience Click
how do i do this?


Matthew Mawer, CFP®
Investment Representative, Quadrus Investments Services Ltd.
Bridge to Wealth
415 Maitland Dr., Belleville, ON, K8N4Z5
T: 613.967.6060 x258
F: 613.967.6063

Book a meeting with me at your convenience Click Here

 
www.bridgetowealth.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
________________________________________
From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Sent: Friday, November 21, 2025 10:51 AM
To: Matt Mawer <mattmawer@bridgetowealth.ca>
Subject: RE: ACTION REQUIRED: Setting up MGA Workspace 

Yes, please!

Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

From: Matt Mawer <mattmawer@bridgetowealth.ca> 
Sent: November 21, 2025 10:48 AM
To: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Subject: [EXT] Re: ACTION REQUIRED: Setting up MGA Workspace

Hey Mackenzie, Do I need to do this? Matt Get Outlook for Android From: Campbell-Sergeant, Mackenzie <Mackenzie. Campbell-Sergeant@ advicecanada. com> Sent: Wednesday, November 19, 2025 3: 36: 53 PM Subject: ACTION REQUIRED: Setting up MGA
Hey Mackenzie,

Do I need to do this?

Matt

Get Outlook for Android
________________________________________
From: Campbell-Sergeant, Mackenzie <Mackenzie.Campbell-Sergeant@advicecanada.com>
Sent: Wednesday, November 19, 2025 3:36:53 PM
Subject: ACTION REQUIRED: Setting up MGA Workspace 

I trust that this email finds you well.

You have not registered for Canada Life (MGA) Workspace. You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. Please complete this by Monday November 24th. 

“With the Canada Life direct insurance contract changes happening in 2026 you will need to register for MGA Workspace so that you can continue to write insurance business with Canada Life through your MGA contract.

You will be able to link your Canada Life direct Workspace account with you MGA Workspace account for ease of use moving forward”

Please see slideshow above for instructions on how to register.

*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.

Kindly let me know if you require any assistance or need to know your activation code.

Thank you,


Mackenzie Campbell-Sergeant
Business Development Consultant | AC Team Ontario
mackenzie.campbell-sergeant@advicecanada.com | 613-724-4433


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-11T20:52:23.000+0000,False,False,005OH0000097FtCYAU,2025-12-11T20:52:23.000+0000,005OH0000097FtCYAU,2025-12-11T20:58:12.000+0000,005OH0000097FtCYAU,2025-12-11T20:58:12.000+0000,(613)967-6060X258,,mattmawer@bridgetowealth.ca,(613)967-6063,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdQ3VYAU,False,,24476228,003OH00000Vml4QYAR,001OH00000cmvUYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T20:54:07.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T20:54:07.000+0000,005OH000004Ir1xYAC,2025-12-11T20:54:07.000+0000,005OH000004Ir1xYAC,2025-12-11T20:54:07.000+0000,(437)988-2748,,neerajgiri@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdRHQYA2,False,,24481165,003G0000018f6QuIAI,0010A000002wONFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy transferred in 2022 but still showing in the former's policy owner's Portfolio Summary - WSL,Medium,"SL - Sent ticket to DAS for correction. INC1936035. Issue corrected.

Hey Carl,

I will follow-up. Malcolm confirmed this morning that it’s been corrected when I reached out. I will forward that response to Anthony.
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support


Hi Eliese, 

The user is following up on this case/incident. 😊


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 


From: Osorio Vasquez, Anthony <Anthony.Osorio@canadalife.com> 
Sent: Wednesday, December 17, 2025 10:40 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Heather Neureuther Policy #9132926-8 - C24481165

Hi WS Support,

Just following up on this request as I have not received a response.

Thank you,

Anthony Osorio Vasquez 
Resolution Management Team Coordinator | Canada Operations, In-Force Policy
Coordinateur gestion des résolutions |  Exploitation, Canada, Polices en vigueur

: anthony.osorio@canadalife.com  |  : 1+ 548-482-5379 | Toll-free/Téléphone sans frais: 1-844-363-5956 
 




Policy transferred in 2022 but still showing in the former's policy owner's Portfolio Summary

Hi Malcom, 

Thank you for contacting Workspace Support.

We’ve reviewed your case, and we can see that there is an issue with the policy that shouldn’t be displaying on Roy’s Portfolio summary and your case has been escalated to our Workspace Service Leaders team.

They will now take ownership of the issue, including all follow-ups and updates.

Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

Regarding the policy still being available in Roy’s My Canada Life account, he will need to communicate directly with My Canada Life support team directly to get help with this issue. 

We have a dedicated support team for My Canada Life.  
Clients can call 1-888-534-1836 for help with the website.  
Email address for website support:  Feedback-MyCanadaLife@canadalife.com  

Please take notice this is a client support line only. You cannot call on behalf of Roy. They must call themselves.

Hello Carl,

Thank you for raising this issue with the portfolio summary still pulling the individual policy information under the previous joint account owner.

This has been escalated to the digital lab for further investigation and we will reach out to the user once we hear back from them.
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Client Information System Support <ClientInformationSystem.Support@canadalife.com> 
Sent: Wednesday, December 10, 2025 7:57 AM
To: Osorio Vasquez, Anthony <Anthony.Osorio@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Heather Neureuther Policy #9132926-8

Hi, everything looks correct on our end. I have checked to see if there are any client aliases and there are not. I will allow Workspace to weigh in, as this does not appear to be a CIS issue.

Thanks. 

 

Marcie
Marcie Sholdice (she/her)
Client Information System Support 
Central Services and Strategy 
Marcie.sholdice@canadalife.com
Call Centre Number - 1-888-252-1847

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage




From: Osorio Vasquez, Anthony <Anthony.Osorio@canadalife.com> 
Sent: December 10, 2025 10:30 AM
To: Client Information System Support <ClientInformationSystem.Support@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Smith, Malcolm <malcolm.smith@glwealthssm.com>
Subject: FW: Heather Neureuther Policy #9132926-8

Hi CISS,

Client ID 0001122204 (ROY NEUREUTHER) & 3807629012 (HEATHER NEUREUTHER) appear to be linked some how and they come up on Roy’s profile when the advisor prints the clients portfolio.

These policies are individually owned and show as such on my end, but I am wondering if these are some how still linked on the back end?

@Workspace Support – would you also be able to look at this and see if the issue comes from Workspace itself?

There was a transfer of ownership completed back in 2022, and annual statements show proper policyowners, it is only the portfolio summary which shows both. Roy used to be the owner. 

Thank you,

Anthony Osorio Vasquez 
Resolution Management Team Coordinator | Canada Operations, In-Force Policy
Coordinateur gestion des résolutions |  Exploitation, Canada, Polices en vigueur

: anthony.osorio@canadalife.com  |  : 1+ 548-482-5379 | Toll-free/Téléphone sans frais: 1-844-363-5956 
 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Malcolm Smith <malcolm.smith@glwealthssm.com> 
Sent: December 10, 2025 10:16 AM
To: Osorio Vasquez, Anthony <Anthony.Osorio@canadalife.com>
Subject: [EXT] Heather Neureuther Policy #9132926-8

I enclose a screenshot showing this policy still appearing under her father Roy Neureuther’s portfolio which he also sees when he goes on my Canada Life. This seems to be a privacy breach although it has not yet been reported as such. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I enclose a screenshot showing this policy still appearing under her father Roy Neureuther’s portfolio which he also sees when he goes on my Canada Life. This seems to be a privacy breach although it has not yet been reported as such.

Malcolm T Smith 
Certified Financial Planner
Unit A, 27 Great Northern Road
Sault Ste Marie, ON P6B 4Y4
e-mail:malcolm.smith@glwealthssm.com
Office:  (705) 574-0581
Fax:  (705) 574-0588
Home:  (705) 842-3258 
Cell:  (705) 542-6360 

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: info@glwealthssm.com <info@glwealthssm.com> 
Sent: December 10, 2025 10:15 AM
To: Malcolm Smith <malcolm.smith@glwealthssm.com>
Subject: Attached Image",True,2025-12-17T13:16:10.000+0000,False,False,0050A000000qsPeQAI,2025-12-11T22:54:11.000+0000,0055o000001zVCKAA2,2025-12-17T18:54:25.000+0000,0055o000001zVCKAA2,2025-12-17T18:54:25.000+0000,(705)574-0581,(705) 542-6360,malcolm.smith@glwealthssm.com,(705)574-0588,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdRQzYAM,False,,24476460,003G0000018f6cUIAQ,0010A000002wOZmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issues - ERR-W1281,Medium,"***DDS 2025-12-11***
User was having issues logging in to Workspace and receiving ERR-W1281.
DDS advised user to check email being used.
User realized there was a type in email address and was able to login.
 
================================================================================
****Email Chain**
Hello Eric,

It was a pleasure speaking to you earlier regarding your Workspace access issues. We’re happy we were able to assist you with logging in to your Workspace account after the error ERR-W1281 by checking your email address for any typos.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

If you have the time, please fill out this quick survey to help us improve our ability to serve you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T21:08:17.000+0000,False,False,005OH00000AX0rVYAT,2025-12-11T20:58:16.000+0000,005OH00000AX0rVYAT,2025-12-11T21:09:55.000+0000,005OH00000AX0rVYAT,2025-12-11T21:09:55.000+0000,(905)898-3456,(647) 294-2856,eric@holt-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdRywYAE,False,,24478514,003G0000018f6UQIAY,0010A000002wOR8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Tim,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
KDTA75PK3M

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Tim,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Timothy Alan Reynolds
Code: 27909

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to tim@lafc.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-11T21:38:49.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T21:38:49.000+0000,005OH0000071DK9YAM,2025-12-11T21:38:50.000+0000,005OH0000071DK9YAM,2025-12-11T21:38:50.000+0000,(613)354-2726,(613) 583-4955,tim@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdSF0YAM,False,,24477905,0030A0000029fXMQAY,0010A000002w3hpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Wealth Client Listing Request/follow up,Medium,"contacted advisor to open encrypted email

**EMAIL**

Hi Subhash,

Unfortunately, I do not have an extension number nor direct line. If you contact 18885323322, select 1 for advisor, and 2 for reporting (this is my department).

I will contact you at your phone number, 4166936781, right now.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: sjollyfinancial@sympatico.ca <sjollyfinancial@sympatico.ca> 
Sent: December 11, 2025 3:54 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: sjollyfinancial@sympatico.ca
Subject: RE: [EXT] RE: Client Listing Request /Case24242698

Hi Carmen, What is your extension or direct line pl. I am trying to reach you. Thanks. Subhash Jolly S JOLLY FINANCIAL, 36 Joseph Duggan Road Toronto, On M4L 3Y2 Phone: 416 693-6781 Fax : 416 699-5597 Cell : 416 618-9229 From: BusinessReporting
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Carmen,
What is your extension or direct line pl.
I am trying to reach you.
Thanks.

Subhash Jolly 
S JOLLY FINANCIAL,
36 Joseph Duggan Road
Toronto, On M4L 3Y2
Phone:  416 693-6781
Fax     :  416 699-5597
Cell    :   416 618-9229
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: Wednesday, December 10, 2025 9:55 AM
To: sjollyfinancial@sympatico.ca
Subject: RE: [EXT] RE: Client Listing Request /Case24242698

Good morning Subhash,

Unfortunately, client listing reports are sent via encrypted email. Please let me know the best time to contact you for a LogMeIn session on how to access the encrypted email and Excel file.

I am available Monday to Friday from 9:00AM to 5:00PM eastern time.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: sjollyfinancial@sympatico.ca <sjollyfinancial@sympatico.ca> 
Sent: December 9, 2025 5:03 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: sjollyfinancial@sympatico.ca
Subject: [EXT] RE: Client Listing Request /Case24242698

Hi Carmen, Thanks for your Report, which I am unable to open despite multiple times. Can you kindly send me this Report by Mail at the following address. Much appreciated and Merry X’mas! Subhash Jolly S JOLLY FINANCIAL, 36 Joseph Duggan Road

Hi Carmen,
Thanks for your Report, which I am unable to open despite multiple times.
Can you kindly send me this Report by Mail at the following address.
Much appreciated and Merry X’mas!

Subhash Jolly 
S JOLLY FINANCIAL,
36 Joseph Duggan Road
Toronto, On M4L 3Y2
Phone:  416 693-6781
Fax     :  416 699-5597
Cell    :   416 618-9229
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: Wednesday, December 3, 2025 1:11 PM
To: sjollyfinancial@sympatico.ca
Subject: RE: Client Listing Request /Case24242698

Good day Subhash,

Our team received a follow-up from Customer Service Specialist team regarding 22166 Client Listing – DSC information (DSC Maturity Dates and Maturity Amount (segregated funds only)). As mentioned in my email below, there appears to be no clients listed for this request, DSC information (maturity dates/amounts for segregated funds only).

Please let me know if you would like the Wealth Fund Client Listings report – fund policy level details for mutual and segregated funds as well.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: November 25, 2025 1:01 PM
To: sjollyfinancial@sympatico.ca
Subject: Client Listing Request /Case24019590

Good afternoon Subhash,

Our team received a request from Customer Service Specialist team for 22166 Client Listing – DSC information (DSC Maturity Dates and Maturity Amount (segregated funds only)). 

Please note there appears to be no clients listed for this request.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-12-11T21:26:43.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T21:26:43.000+0000,005OH0000071DK9YAM,2025-12-11T21:27:04.000+0000,005OH0000071DK9YAM,2025-12-11T21:27:04.000+0000,(416)693-6781,(416) 618-9229,sjollyfinancial@sympatico.ca,(416)699-5597,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdSwaYAE,False,,24477318,0030A0000029pRfQAI,0010A000002wBtiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:14:46.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T21:14:46.000+0000,005OH000004Ir1xYAC,2025-12-11T21:14:46.000+0000,005OH000004Ir1xYAC,2025-12-11T21:14:46.000+0000,(403)571-2655,,cdnfingrp@gmail.com,(403)571-2656,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdTEKYA2,False,,24480839,0030A00000CStLAQA1,0010A00000D3sjCQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T22:41:55.000+0000,False,False,005OH000005URvxYAG,2025-12-11T22:41:55.000+0000,005OH000005URvxYAG,2025-12-11T22:41:56.000+0000,005OH000005URvxYAG,2025-12-11T22:41:56.000+0000,(587)936-1448,(587) 936-1448,kcm@ualberta.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdTWBYA2,False,,24480868,0030A0000029pUoQAI,0010A000002wBw8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/11*
----------------
MANSOOR SHAIKH
98043SHA
e8898
98043SHA
trying to access repnet, see that it's changed. 
trying to log into Workspace. 
need to register
reset pw in ISAM and emailed 
user able to reset password in Repnet
walked through workspace registration
walked through MFA set up
mansoor@adnanassociates.com
logged into Workspace 

*email*
----------------
Good afternoon Mansoor, 

Thank you for contacting the Workspace Support Team with your registration issue. 

You wanted to register for Workspace since you formerly used Repnet and it does not function anymore in the way it used too. We were able to guide you through resetting your Repnet password and then guide you through the Workspace registration and the multifactor authenticator setup. Then you had a question related to product knowledge so we thought it would be better to send you to your RSA who is found here. https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf . If there are any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T23:20:38.000+0000,False,False,005OH000008919xYAA,2025-12-11T22:42:58.000+0000,005OH000008919xYAA,2025-12-11T23:20:39.000+0000,005OH000008919xYAA,2025-12-11T23:20:39.000+0000,(416)312-1628,,mansoor@adnanassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdUFCYA2,False,,24477259,003OH00000M91l2YAB,001OH00000Quxx3YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up on a call for Jonathan,Medium,"*12/5*
----------------

TOMAS Valencia
p3022
I have an issue with Workspace, Jonathan told me.
warm tfer to Jonathan 

*email*
----------------",True,2025-12-11T21:18:35.000+0000,False,False,005OH000008919xYAA,2025-12-11T21:13:41.000+0000,005OH000008919xYAA,2025-12-11T21:18:47.000+0000,005OH000008919xYAA,2025-12-11T21:18:47.000+0000,(403)561-4295,,tvalencia@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdUlTYAU,False,,24478371,0030A0000029l8gQAA,0010A000002w8KDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:36:12.000+0000,False,False,005OH00000BfonJYAR,2025-12-11T21:36:12.000+0000,005OH00000BfonJYAR,2025-12-11T21:36:13.000+0000,005OH00000BfonJYAR,2025-12-11T21:36:13.000+0000,(250)667-1905,,marc@mcknightfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdUolYAE,False,,24479967,0030A0000029pUVQAY,0010A000002wBvuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T22:13:03.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T22:13:03.000+0000,005OH000004Ir1xYAC,2025-12-11T22:13:03.000+0000,005OH000004Ir1xYAC,2025-12-11T22:13:03.000+0000,(403)292-0707,,jmalyk@wealthychoices.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdUzyYAE,False,,24477798,003G0000018f7A3IAI,0010A000002wPDMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:24:42.000+0000,False,False,0050A000000Hq5PQAS,2025-12-11T21:24:42.000+0000,0050A000000Hq5PQAS,2025-12-11T21:24:43.000+0000,0050A000000Hq5PQAS,2025-12-11T21:24:43.000+0000,(905)430-7444,,brianc@callerygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdV1ZYAU,False,,24477064,003OH00000M9BECYA3,001OH00000QuuSFYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica - Workspace Registration,Medium,"Advisor couldn't find activation code.
***********
Hi Chris , thank you for contacting the workspace support today.

To recap our call, you were at the last step of the registration, I was able to point you in the direction on where could find your activation code and the registration was a success. Welcome to workspace 😊


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T21:20:03.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T21:09:46.000+0000,005OH00000BFQFCYA5,2025-12-11T21:20:03.000+0000,005OH00000BFQFCYA5,2025-12-11T21:20:03.000+0000,(604)584-7007,,christhomaswatts@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdV4oYAE,False,,24478095,003OH00000AtqA1YAJ,001OH00000DA0x2YAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0022825 - assisted the advisor in resetting his MFA
======================================

Hi Amir,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-11T21:47:09.000+0000,False,False,005OH00000BFPZHYA5,2025-12-11T21:30:34.000+0000,005OH00000BFPZHYA5,2025-12-11T21:51:26.000+0000,005OH00000BFPZHYA5,2025-12-11T21:51:26.000+0000,(647)870-4242,,amir.a.seifi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdWAXYA2,False,,24477304,003OH00000M9371YAB,001OH00000QuxgiYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email Correction,Medium,"***DDS***

Syncing primerica email -
005OH000007Bso5YAC	
WILSON WAI SHING TAN	
P5096	
wtan.cw090@primerica.com	

email====Good afternoon Wilson,

Thank you for speaking with me today about correcting your email address in our systems. I have successfully updated your email address in our systems so you will be able to receive emails properly through our automated systems.

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey. Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Jason M.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations   
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

=================",True,2025-12-11T21:28:44.000+0000,False,False,005OH0000064XtBYAU,2025-12-11T21:14:26.000+0000,005OH0000064XtBYAU,2025-12-11T21:28:44.000+0000,005OH0000064XtBYAU,2025-12-11T21:28:44.000+0000,(604)876-9631,,wtan.cw090@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdWNRYA2,False,,24477365,0031600002BAa37AAD,0010A000002wN59QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:15:45.000+0000,False,False,005OH000006owoYYAQ,2025-12-11T21:15:45.000+0000,005OH000006owoYYAQ,2025-12-11T21:15:45.000+0000,005OH000006owoYYAQ,2025-12-11T21:15:45.000+0000,(639)480-7470,(306) 237-7613,jordan@cleghornwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdWgpYAE,False,,24479099,0030A0000029iOhQAI,0010A000002w68NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Policy showing as inactive - INC1935148,Medium,"Policy is showing as inactive on client's individual profile but not on the joint.  
Client (ERIN) does not have an individual profile (has no individual products) 

Email: laura.gasper@thrivewealth.ca 
Policy showing Inactive: 
60246623T
60246639T
INC1935148

Escalated to L2 (Samantha) 

************************************************************************

****Email Chain****

Hello Laura,

Thank you for your patience while our digital partners review the issue you had with clients’ policy showing inactive in Workspace.

1.	The good news is that your clients’ policies are now active in Workspace.

2.	The client CHRIS AND ERIN BRAUN are set up with a Company record in our admin system. Such records are not supposed to have any joint owners. If you believe this is an incorrect setup, you will need to work with the Advisor Support Centre 1-888-252-1847 to get the data corrected in the admin system. 

3.	Please note that product details info can still be viewed in Workspace and are as follows:
-	Policyowner(s)
CHRIS AND ERIN BRAUN
-	Insured person(s)
CHRISTOPHER R BRAUN
-	Payor
CHRIS BRAUN/ERIN PLAMONDON-BRAUN

4.	Regarding Erin not having a profile in Workspace. Workspace is designed for “individual clients”, however, if there is a client that is jointly held only, they wouldn’t show up in the individual search (because they do not have any individual product). These clients are recognized to be a group of persons and should show up if you search for them using the global search. 

 

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 4:20 PM
To: laura.gasper@thrivewealth.ca
Subject: Workspace Support C24479099/INC1935148 - Policy details 

Good afternoon, Laura

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the policies!
 
Regarding the policies it does appear that it is showing as inactive on the client’s individual profile but not on the joint profile for Chris and Erin. 
I have escalated this issue to the Digital team to investigate, once it has been done, we will follow up with you. 

Thank you for your patience with this matter. It is greatly appreciated. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T22:15:27.000+0000,False,False,005OH000002iN7pYAE,2025-12-11T21:52:06.000+0000,005OH00000BG5v4YAD,2025-12-16T16:10:36.000+0000,005OH000002iN7pYAE,2025-12-16T16:10:36.000+0000,(306)642-5773,,laura.gasper@thrivewealth.ca,(306)642-5173,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdX4zYAE,False,,24477520,003OH00000M958iYAB,001OH00000QurCuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Training,Medium,"****DDS****12/11/25 

 Workspace training request 
============================================================================================= 
 
****Email Chain****

Bonjour François,

Merci d’avoir communiqué avec l’équipe de soutien de l’Espace affaires pour planifier une séance de formation. 

Pour réserver une séance de formation sur l’Espace affaires, veuillez fournir ce qui suit :

• Quelques dates et heures pour réserver la séance de formation
• Le meilleur numéro pour vous joindre 
• Votre fuseau horaire
• Tout sujet sur lequel vous aimeriez recevoir de la formation au cours de cet appel (si rien de précis, nous ferons un survol d’Espace Affaires et de ses caractéristiques)

Passez une merveilleuse journée. 😊


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 9, 2025 4:41 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required - Cas 24477520

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: francois fiset Topic: Soutien de l’Espace affaires Would you like additional training on Workspace/Salesforce?
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: francois fiset
Topic: Soutien de l’Espace affaires
Would you like additional training on Workspace/Salesforce? Oui
What can we help you learn more about in Workspace?:",True,2025-12-11T21:18:56.000+0000,False,False,005OH0000097FtCYAU,2025-12-11T21:18:56.000+0000,005OH0000097FtCYAU,2025-12-12T16:21:13.000+0000,005OH0000097FtCYAU,2025-12-12T16:21:13.000+0000,(514)743-4807,,francoisfiset@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdXjLYAU,False,,24479264,0030A000005vrCrQAI,0010A000006gGt7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:55:49.000+0000,False,False,005OH000005URvxYAG,2025-12-11T21:55:49.000+0000,005OH000005URvxYAG,2025-12-11T21:55:49.000+0000,005OH000005URvxYAG,2025-12-11T21:55:49.000+0000,(587)731-5000,4033586062ext89934,info@amorgan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdYx7YAE,False,,24477825,003G0000018f6ZKIAY,0010A000002wOWPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Financial Horizons/non workspace issue,Medium,Directed user to correct caller to correct contact,True,2025-12-11T21:28:34.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T21:25:13.000+0000,005OH00000BGf2TYAT,2025-12-11T21:28:34.000+0000,005OH00000BGf2TYAT,2025-12-11T21:28:34.000+0000,(905)964-2291,(905) 964-2291,bob@mcphailfinancial.ca,(289)956-0163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdZreYAE,False,,24478963,003OH00000KoYJ8YAN,0015o000008CymAAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Stephanie,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
9AM5IQTVF8

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Stephanie,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: John DiCesare
Code: 15954

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to stephanie@corpsolutionsteam.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-11T21:49:21.000+0000,False,False,005OH0000071DK9YAM,2025-12-11T21:49:21.000+0000,005OH0000071DK9YAM,2025-12-11T21:49:22.000+0000,005OH0000071DK9YAM,2025-12-11T21:49:22.000+0000,(416) 491-1771,,stephanie@corpsolutionsteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdcO3YAI,False,,24479158,0035o000007mhWrAAI,0015o000008VMyIAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:53:31.000+0000,False,False,005OH000005URvxYAG,2025-12-11T21:53:31.000+0000,005OH000005URvxYAG,2025-12-11T21:53:32.000+0000,005OH000005URvxYAG,2025-12-11T21:53:32.000+0000,(780)893-0810,7809839049,kal@myqfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hddqOYAQ,False,,24479538,0030A0000029exiQAA,0010A000002w3CCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T22:02:14.000+0000,False,False,00516000007Qeg2AAC,2025-12-11T22:02:14.000+0000,00516000007Qeg2AAC,2025-12-11T22:02:14.000+0000,00516000007Qeg2AAC,2025-12-11T22:02:14.000+0000,(905)852-0048,,marieheddle@sympatico.ca,(905)852-9382,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdds1YAA,False,,24479370,0030A0000029XEmQAM,0010A000002vwrfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:58:00.000+0000,False,False,005OH000005URvxYAG,2025-12-11T21:58:00.000+0000,005OH000005URvxYAG,2025-12-11T21:58:00.000+0000,005OH000005URvxYAG,2025-12-11T21:58:00.000+0000,(647)293-1765,7802711765,krmittal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hde6TYAQ,False,,24478765,003G0000018f7XPIAY,0010A000002wPeIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Successor Holder not removed on a policy - WSL - INC1941969,Medium,"*** DDS 23DEC2025 ***
S/H removed, advised user

*** DDS 18DEC2025 *** INC1941969 submitted

Successor Holder not removed on a policy
-----------------------
Hello Sonja,

We have heard back from our Digital Hub team, they have applied a fix and the successor holder for this policy has been removed from Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
---------------------
Thanks so much Carl!  Have a great day!

Hi @Workspace Service Leaders,

User reported a successor holder that was deceased following a death claim is still present in Workspace. Client Services confirmed the claim was processed but the successor holder is still showing in Workspace.


 
Carl Dombrowski
Digital Distribution Support Specialist  


Hi Sonja, 

We’ve reviewed your request and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action at this time. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 




Hi 

Yes it was processed. The surviving spouse is the new owner of the TFSA. 


Sincerely,



Sue Monopoli
Sr Customer Service Specialist


Hi Carl,

There is a note on Investment Centre stating that the successor holder was set to inactive.  Not sure if that helps?

  
 		SONJA KOLOMAS-PEARSON FLMI, ACS, AIAA, AIRC, ARA
CLIENT RELATIONS ASSOCIATE, WEALTH 
BAY WEST GROUP 
570 Brant Street, Burlington, Ontario, L7R 2G8
skolomas-pearson@baywestgroup.com | Tel: 905-639-6443 ext 1624 | TF: 1-866-922-9937
WEBSITE | 	LEGAL |  
 



Portfolio Management services are provided by Quintessence (Q) Wealth. Bay West Group is an owner and Partner in the Q Wealth Partnership. Only individuals registered as Associate or Advising Representatives with Q Wealth may provide investment or trading advice.	 



Hi Sonja,

I think you are correct. The successor holder died not the policy owner. So, there wouldn’t be a new policy issued. 

Sue, can you confirm (or get a confirmation from the necessary team) that the death claim was processed? 

If it was already processed we would need to know the data it was processed. We would need these details to escalate this case to our Level 2 Support Team. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 





From: Sonja Kolomas-Pearson <skolomas-pearson@baywestgroup.com> 
Sent: Friday, December 12, 2025 10:43 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kolomas-Pearson, Sonja <skolomas-pearson@baywestgroup.com>
Subject: [EXT] RE: O'Brien ID:536634544 - remove late spouse info - C24478765

Hi Carl, I’m not sure why the policy would need to be terminated and reissued just because the client’s spouse passed away? Can you double check on that. We’re just asking that the deceased spouse’s name be removed from the client facing reports
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carl,

I’m not sure why the policy would need to be terminated and reissued just because the client’s spouse passed away?  Can you double check on that.  We’re just asking that the deceased spouse’s name be removed from the client facing reports that are generated from Workspace.  Please advise.  Thanks!



Hi Sonja, 

Thank you for contacting Workspace Support.  

We apologise for the delayed response. We needed to review your case with several colleagues to ensure we had all the necessary information to provide accurate guidance.

This policy should be terminated and reissued without the successor holder once the death claim is processed. 

If you need more information on the status of these changes, you can communicate with Client Service Centre. 

You can reach out to Client Service Centre at 1-888-252-1847 - Hours of Operation: Monday to Friday, 8am – 6pm EST 

You can also reach out to them by using the Relay chat (refer to the screenshot below for reference on how to access it):  

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Sonja Kolomas-Pearson <skolomas-pearson@baywestgroup.com> 
Sent: Friday, November 28, 2025 7:24 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kolomas-Pearson, Sonja <skolomas-pearson@baywestgroup.com>
Subject: [EXT] FW: O'Brien ID:536634544 - remove late spouse info

Hello, Our client George O’Brien’s wife Elizabeth passed away, and a claim was submitted (death certificate attached), however on Workspace Elizabeth is still showing as the successor holder on the printable summary report for the
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Our client George O’Brien’s wife Elizabeth passed away, and a claim was submitted (death certificate attached), however on Workspace Elizabeth is still showing as the successor holder on the printable summary report for the TFSA 64019660.  Are we able to have Elizabeth’s name removed as it’s sometimes upsetting for clients to see their deceased spouse still referenced on the client facing documents.  Please advise.  Thanks!

 

Hello, Just following up on the email below.  Please advise.  Thanks!

  
 		SONJA KOLOMAS-PEARSON FLMI, ACS, AIAA, AIRC, ARA
CLIENT RELATIONS ASSOCIATE, WEALTH 
BAY WEST GROUP 
570 Brant Street, Burlington, Ontario, L7R 2G8
skolomas-pearson@baywestgroup.com | Tel: 905-639-6443 ext 1624 | TF: 1-866-922-9937
WEBSITE | 	LEGAL |  	 


Portfolio Management services are provided by Quintessence (Q) Wealth. Bay West Group is an owner and Partner in the Q Wealth Partnership. Only individuals registered as Associate or Advising Representatives with Q Wealth may provide investment or trading advice.	 


From: Monopoli, Sue <Sue.Monopoli@canadalife.com> 
Sent: November 28, 2025 9:27 AM
To: Sonja Kolomas-Pearson <skolomas-pearson@baywestgroup.com>
Cc: Sonja Kolomas-Pearson <skolomas-pearson@baywestgroup.com>
Subject: RE: O'Brien ID:536634544 - remove late spouse info

Hi Sonja
 
You can contact workspace support, but my understanding is that the successor holder will always show up on workspace, it cannot be removed. 
I have forwarded your email to the income team for the rif account. 
 
Sincerely,
 
 
 
Sue Monopoli
Sr Customer Service Specialist
Wealth Operations, Individual Customer, T424-5B
Phone:  548-485-5023 Sue.Monopoli@canadalife.com
Customer service number  1-888-252-1847
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
 
 
 
 
From: Sonja Kolomas-Pearson <skolomas-pearson@baywestgroup.com> 
Sent: November 28, 2025 9:19 AM
To: Monopoli, Sue <Sue.Monopoli@canadalife.com>
Cc: Kolomas-Pearson, Sonja <skolomas-pearson@baywestgroup.com>
Subject: [EXT] O'Brien ID:536634544 - remove late spouse info
 
Hi Sue, Our client George O’Brien’s wife Elizabeth passed away, and a claim was submitted (death certificate attached), however on Workspace Elizabeth is still showing as the successor holder on the TFSA 64019660 and the primary
Hi Sue,
 
Our client George O’Brien’s wife Elizabeth passed away, and a claim was submitted (death certificate attached), however on Workspace Elizabeth is still showing as the successor holder on the TFSA 64019660 and the primary beneficiary on the RRIF 210014987.  There is contingent beneficiary information on file, so I thought it would just come into effect when CL was notified of her passing.  Please advise, or if I should contact Workspace support to have system updated.  Thanks! 
 
  
 		SONJA KOLOMAS-PEARSON FLMI, ACS, AIAA, AIRC, ARA
CLIENT RELATIONS ASSOCIATE, WEALTH 
BAY WEST GROUP 
570 Brant Street, Burlington, Ontario, L7R 2G8
skolomas-pearson@baywestgroup.com | Tel: 905-639-6443 ext 1624 | TF: 1-866-922-9937
WEBSITE | 	LEGAL |  	 

 

 
Portfolio Management services are provided by Quintessence (Q) Wealth. Bay West Group is an owner and Partner in the Q Wealth Partnership. Only individuals registered as Associate or Advising Representatives with Q Wealth may provide investment or trading advice.	 

 
  
 		SONJA KOLOMAS-PEARSON FLMI, ACS, AIAA, AIRC, ARA
CLIENT RELATIONS ASSOCIATE, WEALTH 
BAY WEST GROUP 
570 Brant Street, Burlington, Ontario, L7R 2G8
skolomas-pearson@baywestgroup.com | Tel: 905-639-6443 ext 1624 | TF: 1-866-922-9937
WEBSITE | 	LEGAL |  	 

 

 
Portfolio Management services are provided by Quintessence (Q) Wealth. Bay West Group is an owner and Partner in the Q Wealth Partnership. Only individuals registered as Associate or Advising Representatives with Q Wealth may provide investment or trading advice.",True,2025-12-11T21:44:25.000+0000,False,False,005OH000006wv2TYAQ,2025-12-11T21:44:25.000+0000,0055o000001zVCKAA2,2025-12-23T20:25:31.000+0000,005OH000006wv2TYAQ,2025-12-23T20:25:31.000+0000,(905) 639-6443 x28,(905) 617-3000,jracicot@baywestgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdeOEYAY,False,,24479451,0030A000004A7xLQAS,0010A000004vIe2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T22:00:07.000+0000,False,False,005OH000005URvxYAG,2025-12-11T22:00:07.000+0000,005OH000005URvxYAG,2025-12-11T22:00:08.000+0000,005OH000005URvxYAG,2025-12-11T22:00:08.000+0000,(780)431-0527,,arun.nair@igpwm.ca,(780)437-1184,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdfKIYAY,False,,24479180,003G0000018f6fEIAQ,0010A000002wOdGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor requested to speak with Justin , I sent Justin the request.
***********
Hi   Christopher , thank you for contacting the workspace support today.

I did pass the message along to Justin L. to get into contact with you.

If you are having any issues, please let me know in your response.


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T22:01:44.000+0000,False,False,005OH00000BFQFCYA5,2025-12-11T21:54:02.000+0000,005OH00000BFQFCYA5,2025-12-11T22:10:26.000+0000,005OH00000BFQFCYA5,2025-12-11T22:10:26.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdfvRYAQ,False,,24479301,0030A0000029pT6QAI,0010A000002wBufQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:56:42.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T21:56:42.000+0000,005OH000004Ir1xYAC,2025-12-11T21:56:42.000+0000,005OH000004Ir1xYAC,2025-12-11T21:56:42.000+0000,(403)297-0249,,stephanie@unistarinc.ca,(403)269-3939,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdgY5YAI,False,,24479141,0030A0000029YswQAE,0010A000002vyEpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T21:53:11.000+0000,False,False,005OH000004Ir1xYAC,2025-12-11T21:53:11.000+0000,005OH000004Ir1xYAC,2025-12-11T21:53:11.000+0000,005OH000004Ir1xYAC,2025-12-11T21:53:11.000+0000,(403)253-4840,587 582-5377,lorraine.reed@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdgbJYAQ,False,,24479152,0031600002EU1m8AAD,0010A000002wNBmQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needs help to understand their CRM data extraction,Medium,"User needs help to understand their CRM data extraction

Hi Jamie, 

Thank you for contacting Workspace Support.

I understand you were expecting more client information in your downloaded CRM files. Here are a few important points to help you review and validate your extract:

1.	What should be included:

Your extract contains data such as Accounts & Contacts (clients), Leads, Prospects, Events/Meetings, Tasks, Opportunities, 3rd Party Assets, Family Members, Company Contacts, User Defined Fields, and uploaded Files.

2.	Why some files may appear blank:

If you did not have data for a specific record type (e.g., Leads or Tasks), the corresponding CSV file will be empty. Also, any data entered in Workspace after the extraction process began will not appear in your extract.

3.	How to validate your data:

	Locate the CRM_Data folder inside your downloaded ZIP files.
	Open the AccountContact.csv file and check the number of clients listed against your expected book of business.
	Use filters in Excel to search for specific clients and confirm details like meetings, tasks, and notes.
	For uploaded files, cross-reference the FileName.csv list with the physical files in your extract.

4.	Next steps if data is missing:

If you believe data is missing and it was entered before the extraction date, please send us:

	A list of the client names
	Screenshots showing what is missing in the extract and what is present in Workspace
	The date you were notified your data was available

I’ve attached the Understanding Your CRM Data job aid to help you navigate and validate your extract.

If you have any other questions, please let us know.

If you feel I went the extra mile to solve your issue, please take a moment to share your experience in this brief survey. Your feedback means the world to me :  complete our brief survey

Have a wonderful day. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Jamie Johnson <Jamie@inspirefinancials.com> 
Sent: Wednesday, December 10, 2025 6:18 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] need help downloading CRM data

Hi, I previously attempted to download data but upon opening files there is a lack of data, customer info ect. . . . . Can you assist to ensure I have access to client data? thanks: ) Jamie Johnson, Bsc. Conseiller en Sécurité Financière / Financial
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, 

I previously attempted to download data but upon opening files there is a lack of data, customer info ect.....

Can you assist to ensure I have access to client data?
thanks:)

Jamie Johnson, Bsc.
Conseiller en Sécurité Financière / Financial Security Advisor
Representant en Investissement avec Investissement Quadrus/Investment Representative with Quadrus Investments
Canada vie/ Canada Life
Mobile:  514 913-3671
Courriel: jamie@inspirefinancials.com",True,2025-12-11T21:53:21.000+0000,False,False,0055o000001zVCKAA2,2025-12-11T21:53:21.000+0000,0055o000001zVCKAA2,2025-12-11T21:53:53.000+0000,0055o000001zVCKAA2,2025-12-11T21:53:53.000+0000,(514)913-3671,(514) 913-3671,jamie@inspirefinancials.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdh1AYAQ,False,,24479581,003G0000018f6gEIAQ,0010A000002wOeFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Address Update issue,Medium,"Address Update issue

Hi Kelly, 

Thank you for contacting Workspace Support.  

The address now seems to be updated to the correct address. 

Let us know if you have any additional questions. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Kelly Everest <kelly@soundwealthfinancial.ca> 
Sent: Wednesday, December 10, 2025 6:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Samantha C MacGregor 

I am having trouble with her address .. there is one product under her that the address is incorrect and I cannot seem to change it …. . the address should be 44 Louisa St Parry Sound ONt P2A 3C1 ……. . can you correct this …
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am having trouble with her address .. there is one product under her that the address is incorrect and I cannot seem to change it ….. the address should be 44 Louisa St Parry Sound ONt P2A 3C1 …….. can you correct this … 



Kelly Everest
Financial Security Advisor    
Investment Representative


Sound Wealth Financial Inc.
Quadrus Investment Services  
A:  36 River Street, Parry Sound ONT, P2A2T6
P: 705-746-7532
E: kelly@soundwealthfinancial.ca 
Insurance products/including segregated fund policies, are offered through Sound Wealth Financial Inc, and Kelly Everest offers mutual funds through Quadrus Investment Services Ltd.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or",True,2025-12-11T22:03:03.000+0000,False,False,0055o000001zVCKAA2,2025-12-11T22:03:03.000+0000,0055o000001zVCKAA2,2025-12-11T23:03:58.000+0000,0055o000001zVCKAA2,2025-12-11T23:03:58.000+0000,(705)746-7532,(705) 746-0128,kelly@soundwealthfinancial.ca,(705)746-7532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdiYHYAY,False,,24479557,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T22:02:37.000+0000,False,False,005OH000005URvxYAG,2025-12-11T22:02:37.000+0000,005OH000005URvxYAG,2025-12-11T22:02:38.000+0000,005OH000005URvxYAG,2025-12-11T22:02:38.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdkNFYAY,False,,24480278,0030A0000029fVMQAY,0010A000002w3fzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conversion Application,Medium,"NAME: PAUL LAVERTY 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: B8965 
PHONE: NA
EMAIL: plaverty@lavertyinsurance.com 
 
ISSUE: 
User is asking about making corrections to a term conversion application already sent in
  
FINDINGS:
 KB0022907 - term conversion inquiries need to be refered elsewhere
 
TROUBLESHOOTING/RESOLUTION:
 Advised the user to direct their question to the term conversion inbox for further assistance. 
 
EMAIL:
 
--------------------------------------***DDS DEC/11/2025***--------------------------
Hello Paul,
Your inquiry was forwarded to us about making updates to a term conversion you submitted.
I have forwarded your email to Term_Conversion_Inquiries@canadalife.com who will be able to assist with your inquiry.
Let me know if you have any questions.
@Term_Conversion_Inquiries please assist Paul with the inquiry below.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Davis, Maria <Maria.Davis@canadalife.com> 
Sent: December 10, 2025 8:21 AM
To: Term_Conversion_Inquiries <Term_Conversion_Inquiries@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: Conversion Application (Original Policy: 20155096)
Importance: High
Hi,
Please see below and advise, I’m not sure who should handle this.
Thank you!
Maria 
From: Paul Laverty <plaverty@lavertyinsurance.com> 
Sent: December 9, 2025 4:05 PM
To: Marin, Russell <Russell.Marin@canadalife.com>
Subject: [EXT] Conversion Application (Original Policy: 20155096)
Hi Russell, As per our discussion today, I completed and submitted to Canada Life term life conversion application on Dec 8th. Original policy 20155096 (owner: Shandy Gunness) that is to be converted to a Wealth Achiever Plus. The electronically
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You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    
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Hi Russell,
As per our discussion today, I completed and submitted to Canada Life term life conversion application on Dec 8th. Original policy 20155096 (owner: Shandy Gunness) that is to be converted to a Wealth Achiever Plus. The electronically completed application put the clients first and last name in the first name box on the application, leaving the last name box empty. Please correct the application to show as follows:
First name - Shandy 
Last name - Gunness  
Also when signing via Docusign, the electronic conversion application did not show my last name as advisor, only my first name.
Thanks for correcting the issue and let me know if you require any further clarity.
Sincerely,
Paul
 
Laverty Consulting
289-221-6511
Insurance     Investments     Employee Benefits
___________________________________________________________________________
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.
Le présent message électronique (y compris les pièces qui y sont annexées, le cas échéant) s'adresse au destinataire indiqué et peut contenir des renseignements de caractère privé ou confidentiel. Si vous n'êtes pas le destinataire de ce document, nous vous signalons qu'il est strictement interdit de le diffuser, de le distribuer ou de le reproduire. Si ce message vous a été transmis par erreur, veuillez en informer l'expéditeur et le supprimer immédiatement.",True,2025-12-11T22:21:53.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T22:21:53.000+0000,005OH00000BGf2TYAT,2025-12-11T22:24:11.000+0000,005OH00000BGf2TYAT,2025-12-11T22:24:11.000+0000,(289)221-6511,,plaverty@lavertyinsurance.com,(416)490-0777,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdl1YYAQ,False,,24480997,003G0000018f6KJIAY,0010A000002wOMYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Getting an error when trying to access a policy - ERR-P202,Medium,"KB0021789 - Followed the guidance, call assist, SL Jon took over the call to be escalated
===============",True,2025-12-15T14:25:25.000+0000,False,False,005OH00000BFPZHYA5,2025-12-11T22:47:29.000+0000,005OH00000BFPZHYA5,2025-12-15T14:25:25.000+0000,005OH00000BFPZHYA5,2025-12-15T14:25:25.000+0000,(778)789-1089,+1 (778) 789-1089,emily.jin@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdlnvYAA,False,,24480875,0030A000009Lqp1QAC,0010A00000ANvmIQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T22:43:10.000+0000,False,False,005OH00000BfjndYAB,2025-12-11T22:43:10.000+0000,005OH00000BfjndYAB,2025-12-11T22:43:10.000+0000,005OH00000BfjndYAB,2025-12-11T22:43:10.000+0000,(604)888-2074,,jonah@jffinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdmnBYAQ,False,,24480282,003OH00000ESRi2YAH,001OH00000IALvIYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T22:22:01.000+0000,False,False,005OH000005URvxYAG,2025-12-11T22:22:01.000+0000,005OH000005URvxYAG,2025-12-11T22:22:01.000+0000,005OH000005URvxYAG,2025-12-11T22:22:01.000+0000,(587)778-2296,,noveegraceigpit@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdms1YAA,False,,24480289,0035o000007WVK8AAO,0015o000008D00wAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User asked why trustees are missing on seg fund policy,Medium,"User asked why trustees are missing on seg fund policy

Hi Cathy, 

Thank you for contacting Workspace Support.  

I was informed that we can only see limited information on the policy type tied to 341002113. This is why the trustee information is not listed on this policy. 

To get more information, including the trustees linked to this policy, you would need to communicate with Client Service Centre. 

You can reach out to Client Service Centre at 1-888-252-1847 - Hours of Operation: Monday to Friday, 8am – 6pm EST 

You can also reach out to them by using the Relay chat. 

Let us know if you have any additional questions. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Cathy Lonie <cathy@makeaplanfinancial.ca> 
Sent: Wednesday, December 3, 2025 9:07 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] policy # 341002113

I am the Admin. Assistant to Advisor Emily Lonie (3075-10939), writing re the above policy belonging to Leann Thompson. I have in our file a Change of Beneficiary form, dated August 19, 2025, which shows a primary, two contingents and a trustee
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am the Admin. Assistant to Advisor Emily Lonie (3075-10939), writing re the above policy belonging to Leann Thompson.  
I have in our file a Change of Beneficiary form, dated August 19, 2025, which shows a primary, two contingents and a trustee for the two minor contingent beneficiaries.  This form specifies both the RRSP and the client’s T20 life policy.
In Workspace, for the RRSP policy, the trustee is not listed.  Of note, in the Workspace listing of the T20, the trustee is listed.
Can you please add the trustee under the RRSP.
Thank you,
Cathy Lonie

  	Cathy Lonie
Licensed Office Manager
613-240-8830
cathy@makeaplanfinancial.ca 
Mail: 215 – 110 Didsbury Rd, Kanata ON, K2T 0C2  
www.makeaplanfinancial.ca",True,2025-12-11T22:22:19.000+0000,False,False,0055o000001zVCKAA2,2025-12-11T22:22:19.000+0000,0055o000001zVCKAA2,2025-12-11T23:04:21.000+0000,0055o000001zVCKAA2,2025-12-11T23:04:21.000+0000,(778)870-4137,,emily@makeaplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdnuXYAQ,False,,24480430,003G0000018f75YIAQ,0010A000002wP8sQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustration access issue,Medium,"***DDS Dec.11/2025***
User was having issues accessing Product Illustrations. Checked ISAM and confirmed user had the correct permission and group sets. Followed KB0023420 tried some trouble shooting steps. Reached out to the assist line and concluded this had to be escalated to L2, completed the warm transfer.

REF KB: KB0023420",True,2025-12-11T22:51:26.000+0000,False,False,005OH00000BFQFBYA5,2025-12-11T22:26:58.000+0000,005OH00000BFQFBYA5,2025-12-11T22:51:27.000+0000,005OH00000BFQFBYA5,2025-12-13T02:02:18.000+0000,(438)796-8689,(514) 473-8876,jean-guy.fortin@sffainc24.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdq1DYAQ,False,,24481087,003G0000018f7SPIAY,0010A000002wPYzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T22:50:58.000+0000,False,False,0055o000002KxaMAAS,2025-12-11T22:50:58.000+0000,0055o000002KxaMAAS,2025-12-11T22:50:59.000+0000,0055o000002KxaMAAS,2025-12-11T22:50:59.000+0000,(780)428-7525,(780) 405-0874,dale@saberfinancial.net,(780)450-2532,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hdqHKYAY,False,,24481410,0030A0000029pvvQAA,0010A000002wCHbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-11T23:03:44.000+0000,False,False,005OH00000BfjndYAB,2025-12-11T23:03:44.000+0000,005OH00000BfjndYAB,2025-12-11T23:03:44.000+0000,005OH00000BfjndYAB,2025-12-11T23:03:44.000+0000,(250)960-2233,(250) 613-0450,naginasbanger@gmail.com,(250)562-4649,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000he14fYAA,False,,24481793,003OH00000SFIW1YAP,001OH00000YNvDYYA1,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica CIAM - User is not able to confirm verification code (not yet registered),Medium,"CIAM - User is not able to confirm verification code (not yet registered)

CIAM Registered Field has a Red X (CIAM user who has started their registration but did not complete linking their account)
Email, Username, Active check is populated but CIAM User ID is blank (User  has not yet completed account linking step)



Bonjour Henry Claude, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Pour vous aider à résoudre ce problème, nous devons communiquer avec vous par téléphone. Veuillez nous appeler au moment qui vous convient au 1-888-999-4516; un membre de l’équipe Espace affaires se fera un plaisir de vous aider. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

Bonne fin de journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: HENRY CLAUDE MOISE <HMOISE@PRIMERICA.COM> 
Sent: Wednesday, December 10, 2025 4:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Impossible de valider le code d’authentification – Accès à l’espace d’affaires

Madame, Monsieur, Je vous écris afin de solliciter votre assistance concernant un problème d’accès à mon espace d’affaires. Après avoir complété toutes les étapes requises pour la sécurisation de mon compte, je rencontre une difficulté au moment
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Madame, Monsieur,
Je vous écris afin de solliciter votre assistance concernant un problème d’accès à mon espace d’affaires.
Après avoir complété toutes les étapes requises pour la sécurisation de mon compte, je rencontre une difficulté au moment de la validation du code d’authentification à usage unique. En effet, malgré plusieurs tentatives de numérisation du code QR à l’aide de mon application d’authentification, ainsi que l’entrée manuelle des codes générés, le système ne permet pas de poursuivre la procédure.
Par conséquent, l’accès à mon espace d’affaires m’est actuellement impossible.
Je vous serais reconnaissant(e) de bien vouloir vérifier la situation et m’indiquer la démarche à suivre pour corriger ce problème dans les plus brefs délais.
Je reste à votre entière disposition pour toute information complémentaire nécessaire au traitement de ma demande.
Je vous remercie par avance pour votre collaboration.
Veuillez recevoir, Madame, Monsieur, mes salutations distinguées.
 

MOISE HENRY CLAUDE / Gérant de District
 Conseiller en sécurité financière",True,2025-12-11T23:21:17.000+0000,False,False,0055o000001zVCKAA2,2025-12-11T23:21:17.000+0000,0055o000001zVCKAA2,2025-12-11T23:30:44.000+0000,0055o000001zVCKAA2,2025-12-11T23:30:44.000+0000,(438)220-5480,,hmoise@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000he1mEYAQ,False,,24481905,0030A0000029pasQAA,0010A000002wC0kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login issue,Medium,"****DDS****12/11/25 

User is unable to obtain verification code for WS login, verified SF and noticed logged in 
Advised user to contact us if issue persists. 
============================================================================================= 
 
****Email Chain****

Good day Yong,

Thank you for contacting Workspace Support regarding the login issue below.

Our systems indicate you signed in successfully on 12/11/2025. If you are still experiencing this issue,  please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Zhang, Yong <Yong.Zhang@IG.ca> 
Sent: December 11, 2025 12:12 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: verification code

From: Zhang, Yong Sent: Thursday, December 11, 2025 2: 03 PM To: 'clWorkspace@ canadalife. com' <clWorkspace@ canadalife. com> Subject: verification code Dear sir or madam, I am not able to receive the verification code when I log on Worksapce. 
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd


From: Zhang, Yong 
Sent: Thursday, December 11, 2025 2:03 PM
To: 'clWorkspace@canadalife.com' <clWorkspace@canadalife.com>
Subject: verification code

Dear sir or madam,
I am not able to receive the verification code when I log on Worksapce.
 

www.zhangyong.ca
Suite 200, 8250 Decarie Blvd.
Montreal,QC,H4P2P5
514-9729818(cell)
Yong Zhang, CFP ®(Registered outside of Quebec https://fpcanada.ca/findaplanner)
Registered Retirement Consultant®

Financial security advisor, Mutual fund representative,
Group insurance and group annuity plans advisor
IG Wealth Management Inc., Firm in Financial Planning 
Mutual Fund Division
Member of Power Financial Corporation group of companies",True,2025-12-11T23:25:55.000+0000,False,False,005OH0000097FtCYAU,2025-12-11T23:25:55.000+0000,005OH0000097FtCYAU,2025-12-11T23:29:18.000+0000,005OH0000097FtCYAU,2025-12-11T23:29:18.000+0000,(450)973-2333,(514) 972-9818,yong.zhang@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000he1nrYAA,False,,24482292,0030A0000029ZmdQAE,0010A000002vz0wQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Death benefit,Medium,"*12/11*
----------------

KB0022881
pingie wu
h9707

my client just received the contract, the death benefit garuntee, there is no automatic reset option
The Death Benefit Guarantee Reset Option will only ever appear in product details if the option is Yes. 
If the option is No or unavailable for that specific product/client then the field does not display at all. 
*email*
----------------
Good afternoon Ping, 

Thank you for contacting the Workspace Support Team with your death benefit inquiry. 

You wanted to know if it was possible to reset the death benefit guarantee. We advised that option to reset only appears if they said yes and the client/product is eligible for it. You wanted to know if it was still possible to reset regardless, for this we turned you to your RSA who is found at https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-11T23:55:00.000+0000,False,False,005OH000008919xYAA,2025-12-11T23:44:32.000+0000,005OH000008919xYAA,2025-12-11T23:55:00.000+0000,005OH000008919xYAA,2025-12-11T23:55:00.000+0000,(778)838-1699,(778) 838-1699,marywu1699@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000he302YAA,False,,24482338,003OH00000M92ZFYAZ,001OH00000QurCdYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needs to change the name of their connexion to finish CIAM process,Medium,"User needs to change the name of their connexion to finish CIAM process

The user is a CIAM user who has started their registration but did not complete linking their account. 
Email, Username, Active check is populated but CIAM User ID is blank (has not yet completed account linking step.)

Bonjour Ernest, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Pouvez-vous essayer de changer le nom de votre connexion pour un autre nom (au lieu de Canada Life vous pouvez changer le nom pour Espace affaires)? Si vous avez une connexion existante dans votre application d’authentification multifactorielle sous le nom de Canada Life, vous ne pourrez pas utiliser le même nom pour votre connexion pour votre compte Espace affaires. 

Si cela ne règle pas votre problème, nous devons communiquer avec vous par téléphone. Veuillez nous appeler au moment qui vous convient au 1-888-999-4516; un membre de l’équipe Espace affaires se fera un plaisir de vous aider. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

Bonne fin de journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 

   



From: ERNEST KEVIN KOUAKO <EKOUAKO@PRIMERICA.COM> 
Sent: Wednesday, December 10, 2025 8:04 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] difficulté pour activation de compte

Bonjour, J'ai de la difficulté à finaliser le processus. À l'étape 8 je suis ramener à l'étape 5 pour mettre le code d'activation et à chaque fois on me fait savoir que mon adresse courriel est déjà existant. Merci de me donner un coup de pousse
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 
J'ai de la difficulté à finaliser le processus. 
À l'étape 8 je suis ramener à l'étape 5 pour mettre le code d'activation et à chaque fois on me fait savoir que mon adresse courriel est déjà existant.
Merci de me donner un coup de pousse pour finaliser.

voici l'image sur mon authentificateur",True,2025-12-19T21:08:20.000+0000,False,False,0055o000001zVCKAA2,2025-12-11T23:47:33.000+0000,0055o000001zVCKAA2,2025-12-19T21:08:20.000+0000,0055o000001zVCKAA2,2025-12-19T21:08:20.000+0000,(514)820-1704,,ekouako@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000he4IfYAI,False,,24481946,0030A0000029cl9QAA,0010A000002w1NrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Service Only Workspace registration,Medium,"***DDS Dec.12/2025***
Investigated user's issue further and confirmed the mandatory two business day wait after creating the User ID had not finished. Sent an email to the User and advised him of this, and to try to register for Workspace again after 1 more business day, and to reach out if the encounter any issues and need assistance.

***DDS Dec.11/2025***
User was getting the ERR-W1281 error code when trying to complete the registration for his Service Only Workspace account. Authenticated user and Did a logmein session tried some trouble shooting steps such as clearing cookies/cache and making sure user was on the correct URL page. User had registered for RepNet User ID but was unable to proceed with the Workspace registration. Confirmed User's email address was correct. Sent user a follow up email letting them know we were going to investigate this further and reach out as soon as we had an update.

REF KB:KB0020560 

*****Email*****

Hello Robert,

Did some more investigating into the issue you were having with regards to registering for your Service Only Workspace account.
Workspace registration is a two– step process, after creating your User ID you must wait two business days before registering for Workspace.
Because your User ID was created yesterday, you must wait one more business day before registering. Please try again to register for Workspace on Monday.
If you have any other questions or encounter any issues when registering - please don’t hesitate to reach out to us and we will be happy to assist you.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 11, 2025 5:07 PM
To: rob@parrofinancial.com
Subject: Service Only Workspace account - Case - 24481946

Hello Robert,

Thanks for contacting the Workspace Support team regarding your registration for your Service Only Workspace account.

We are going to investigate the ERR-W1281 code you were receiving further on our end and will let you know the moment we have an update.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Take care.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T00:09:54.000+0000,False,False,005OH00000BFQFBYA5,2025-12-11T23:27:57.000+0000,005OH00000BFQFBYA5,2025-12-12T17:48:28.000+0000,005OH00000BFQFBYA5,2025-12-12T17:48:28.000+0000,(905)815-8631,,rob@parrofinancial.com,(905)815-8631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000he67aYAA,False,,24482165,003OH00000NZWxbYAH,001OH00000Sd5TWYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration - Primerica,Medium,"****DDS****12/11/25 

User encountered ERR-W2302 when registering for WS.
As per the new process for authentication, user was advised to call us to assist with their MGA registration 
 
============================================================================================= 
 
****Email Chain****

Hello Melody,

Thank you for contacting Workspace Support regarding the error message ERR-W2302 when completing the registration process.

To help you with this, we need to connect with you directly over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: MELODY DEBORAH PREVOST <MELODY.PREVOST@PRIMERICA.COM> 
Sent: December 11, 2025 11:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] advisor code 9080 dealer code 3000 registration assistance

We couldn't complete your registration We were unable to complete your registration. Please check your information and try again. If the problem persists, call 1-888-999-4516 or send an email to WorkspaceSupport@ canadalife. com. Error: ERR-W2302
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
We couldn't complete your registration
We were unable to complete your registration. Please check your information and try again. If the problem persists, call 1-888-999-4516 or send an email to WorkspaceSupport@canadalife.com.
Error: ERR-W2302

Regards,

Melody Prevost


You are receiving this message from Melody Prevost on behalf of Primerica Life 
Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively 
“Primerica”), branch office located at 2309 90B Street SW, Edmonton, AB T6X 1V8. I 
can be reached at 780-450-2525.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-11T23:38:07.000+0000,False,False,005OH0000097FtCYAU,2025-12-11T23:38:07.000+0000,005OH0000097FtCYAU,2025-12-11T23:47:08.000+0000,005OH0000097FtCYAU,2025-12-11T23:47:08.000+0000,(780)885-7464,,melody.prevost@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000he70PYAQ,False,,24482087,003G0000018f7ZqIAI,0010A000002wPggQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,GWL Policy Access,Medium,"NAME: GEORGE KAMPHORST 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 94135
PHONE: 
EMAIL: gfkamphorst@gmail.com> 
 
ISSUE: 
User is not able to see GWL policies on workspace that was recently transferred to them
Policies: # 4758925 and # 4797777

 
FINDINGS:
Checked copilot to see what advisors are listed under the policies.
I found that the policies are listed under the advisor’s gold key id
 
TROUBLESHOOTING/RESOLUTION:
KB0021295 
Advised user to fill out the request form for a workspace account for their gold key business. 
Let them know they can also contact client services to get their client list while they wait for access. 
 
EMAIL:
 
--------------------------------------***DDS DEC/11/2025***--------------------------
Hello George,
Thank you for contacting Workspace Support about viewing GLW policies on Workspace.
After looking at both policies, I have identified that the policies you are inquiring about are former Gold Key policies that will not be accessible in your existing Workspace access for MGA business. Please complete this form, our Distribution Methodology will review and advise if you can obtain a Workspace account for your former Gold Key business.
If you are looking to obtain a client listing of your GLW block of business while waiting for your service only access (after filling the form) please contact client services at 1-888-252-1847 or email InforceLifeClientServiceLondon@canadalife.com for Client listings and summaries. 
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: George Kamphorst <gfkamphorst@gmail.com> 
Sent: December 10, 2025 1:51 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Foster # 4758925 and # 4797777
Hello, the above two GWL policies were recently transferred to me for service.   I was advised I should be able to see them on Workspace, but I don't see them. I was advised to contact you to see what is happening - why I can't see the
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
ZjQcmQRYFpfptBannerEnd
Hello, the above two GWL policies were recently transferred to me for service.  I was advised I should be able to see them on Workspace, but I don't see them.
I was advised to contact you to see what is happening - why I can't see the policies.  I would appreciate it if you would check this out and get back to me.
My CL code is 94135.
Thanks,  
George Kamphorst",True,2025-12-11T23:34:23.000+0000,False,False,005OH00000BGf2TYAT,2025-12-11T23:34:23.000+0000,005OH00000BGf2TYAT,2025-12-11T23:41:02.000+0000,005OH00000BGf2TYAT,2025-12-11T23:41:02.000+0000,(289) 252-1111,,george@financialprotect.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000heC4yYAE,False,,24483177,0030A0000029fMHQAY,0010A000002w3aDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue - User was able to resolve the issue themself,Medium,"***DDS Dec.11/2025***
user said he was having an issue accessing his Workspace had user try to log in one more time to tell me if they got any error codes but they were able to log in successfully with no issues.

*****Email*****
Hello Ian,

Thanks for contacting the Workspace Support team regarding the Workspace access issue you were having.

During our call, you were able to login into Workspace successfully, however, if you have any other questions, or if the issue persists - please don’t hesitate to reach out to us and we will be happy to assist you!

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T01:09:36.000+0000,False,False,005OH00000BFQFBYA5,2025-12-12T00:58:17.000+0000,005OH00000BFQFBYA5,2025-12-12T01:11:28.000+0000,005OH00000BFQFBYA5,2025-12-12T01:11:28.000+0000,(250)818-0012,(250) 818-0012,iclark@harbourfrontwealth.com,(250)405-2911,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hejSMYAY,False,,24483658,003G0000018f7UNIAY,0010A000002wPakQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR-W1505,Medium,"Caller Name: Iman Baker 
Advisor or support staff: Advisor support
Advisor Code:
Advisor Name: 
Phone: 
Email: ibaker@scrivens.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue:  ERR-W1505 see attached. user ID created is IMANBAKER. 

FINDINGS: ERR-W1505 >KB0020550 >KB0015449  >KB0020858
Checked ISAM and found IMANBAKER@clext is locked. Its tied to ibaker@scrivens.ca
no workspace acct.
TPA access seen in Siebel for W1254 David Scrivens
Although this wasn't provided in email, as I saw TPA access I entered the advisors name under the case contact.

--------------------------------------***DDS  12/12/2025***--------------------------

RESOLUTION: advised Iman to contact us so we can authenticate.
Once Iman calls, please help them by following KB0020858 to unlock IMANBAKER@clext in ISAM so they can register for Workspace

--------------------------------------***DDS  12/12/2025***--------------------------
Hello Iman,

Your email was sent to us here at Workspace to assist with the registration.

I checked the User ID IMANBAKER@clext provided by Distribution Methodology and see its locked.

To help you with this, we need to connect with you over the phone/authenticate.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  

You can reference Case#24483658 when calling in, thanks. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/12/2025***--------------------------
EMAIL RECEIVED FROM DM
--------------------------------------***DDS  12/11/2025***--------------------------
Hi team,

May we please have your assist for Iman on completing Direct Workspace registration steps as he has issues with completing the second step?

His user ID created is IMANBAKER@clext.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Iman Baker <ibaker@scrivens.ca> 
Sent: December-11-25 01:43 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace - Iman Baker - Effective December 01, 2025

Hi, I got this message. From: Distribution Methodology <Distribution_Methodology@ canadalife. com> Sent: December 11, 2025 1: 27 PM To: Iman Baker <ibaker@ scrivens. ca> Cc: Calcutt, Jennifer <Jennifer. Calcutt@ advicecanada. com>;
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, 
I got this message.  

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 11, 2025 1:27 PM
To: Iman Baker <ibaker@scrivens.ca>
Cc: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace - Iman Baker - Effective December 01, 2025

Hi Iman,

Thank you for your email.

Your user ID created is IMANBAKER.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Iman Baker <ibaker@scrivens.ca> 
Sent: December-11-25 11:09 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace - Iman Baker - Effective December 01, 2025

Hello, I registered for the formerly RepNet ID on December 1, 2025, and I am still waiting to receive my user ID in order to register for the workspace. Could you please assist me? Thank you. From: Distribution Methodology <Distribution_Methodology@ canadalife. com>

Hello,

I registered for the formerly RepNet ID on December 1, 2025, and I am still waiting to receive my user ID in order to register for the workspace. Could you please assist me?

Thank you.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 28, 2025 10:19 AM
To: Iman Baker <ibaker@scrivens.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Subject: Register for access to Canada Life Workspace - Iman Baker - Effective December 01, 2025

 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•	Do not use your employee ID as your User ID (formerly RepNet ID) as this may restrict your access.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	You must use the email noted below for all digital platform registrations.
•	Please wait 2 business days after receiving your User ID to register for Workspace.
•	Workspace has separate versions for Canada Life Direct and MGA business; even if you're already registered for the MGA version, you'll need to register separately for the Direct version to manage Direct business.
 
Your registration information
Name:	Iman Baker
Advisor code*:	W1254
Activation code:	To follow in a separate email.
Email:	ibaker@scrivens.ca

* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID) 
•	Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
•	For iPhone, get the app from the App Store.
•	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Thank you,
 
Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-12T05:24:24.000+0000,False,False,005OH00000AUS7aYAH,2025-12-12T05:11:26.000+0000,005OH00000AUS7aYAH,2025-12-12T05:31:19.000+0000,005OH00000AUS7aYAH,2025-12-12T05:31:19.000+0000,(613) 782-1104,(613) 558-9101,dscrivens@scrivens.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hemNLYAY,False,,24483679,003OH00000PaNSjYAN,001OH00000V80hJYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"Caller Name: Harkanwaljot Malhi
Advisor or support staff: Advisor 
Advisor Code: H5943
Advisor Name: Harkanwaljot Malhi	
Phone: 
Email: malhijot52@gmail.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: I was advised that my Canada Life selling code (H5943) is active on APEXA, but that I need to contact you to complete the advisor portal setup. I don’t believe I ever received activation for my advisor portal.

FINDINGS: 
Checked Siebel, H5943 is active. 
Did a TIM Tam with the activation code seen 1-1EZAPAB and found MALHIJOT52 was created 4/28/2025
Checked ISAM and found malhijot52@clext is active and tied to his current email, malhijot52@gmail.com
he can register for Workspace once he know the User ID.

SF PROFILE WITH TEST DUMMY USER.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH0000097B6wYAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000PbCDcYAN%26cntc%3D003OH00000PbCDcYAN%26id%3D005OH0000097B6wYAE

--------------------------------------***DDS  12/12/2025***--------------------------
RESOLUTION: BASED ON THE FINDINGS, HE NEEDS TO REGISTER FOR WORKSPACE. SENT INSTRUCTIONS TO REGISTER AS WELL AS HOW TO GET THE USER ID/PASSWORD

--------------------------------------***DDS  12/12/2025***--------------------------
Hello Harkanwaljot,

We received the below message from Stephanie to assist you with your Workspace registration. 

I checked your advisor code and do not see that you’ve registered for Workspace.

Please search your emails for anything received from Distribution Methodology. I do see Distribution Methodology was cc’d on the message from Stephanie as well and so I’m sure they will respond to you advising further.

In the meantime, do you recall creating a Repnet/User ID? You would have visited Sign in | Canada Life to do so. 

To check if you created a Repnet/User ID you can click on the Forgot User ID which goes to Request your forgotten user ID | Canada Life RepNet, enter your email and if there was a Repnet/User ID created, you would be notified.

To register for Workspace you need to know your Repnet/User ID /password. 

If you cannot recall what the password is you created for the Repnet/User ID, you can click on Forgot your password once you know the Repnet/User ID, Request your forgotten password | Canada Life RepNet

Once you have both the Repnet/User ID and Password, you can then register for Workspace by following the below instructions.

Step 1: Click on the link Register
Step 2: Enter your RepNet/User ID and Password. 
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password following the criteria noted on screen for Workspace access.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other. 
 
You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  




--------------------------------------***DDS  12/12/2025***--------------------------
EMAIL RECEIVED/SENT TO US AND DM FROM STEPHANIE SOULDRE
--------------------------------------***DDS  12/12/2025***--------------------------
Hi @CL Workspace Support and @Distribution Methodology,

The advisor Harkanwaljot Malhi (H5943) does not recall receiving a welcome email with activation code and instructions to register for Workspace. 

Can you please provide the step-by-step instructions to onto Workspace. 

Please work directly with; Jot Malhi malhijot52@gmail.com

Thank you, 
Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC   V7X 1K8

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.

 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Jot Malhi <malhijot52@gmail.com> 
Sent: Wednesday, December 10, 2025 2:23 PM
To: Amar, Gurbinder <gurbinder.amar@hubfinancial.com>
Subject: [EXTERNAL] Canada Life Advisor Portal (GWL Access) Activation

Hi Amar,
I hope you’re doing well.
I was advised that my Canada Life selling code (H5943) is active on APEXA, but that I need to contact you to complete the advisor portal setup.
I don’t believe I ever received activation for my advisor portal. Would you be able to confirm whether this was previously requested? If not, could you please assist with getting my portal access set up?
Thank you for your help. Please let me know if you need anything further from me.
Best regards,
Harkanwaljot Malhi
Selling Code: H5943
Hub Financial",True,2025-12-12T06:00:26.000+0000,False,False,005OH00000AUS7aYAH,2025-12-12T05:44:26.000+0000,005OH00000AUS7aYAH,2025-12-12T06:00:26.000+0000,005OH00000AUS7aYAH,2025-12-12T06:00:26.000+0000,(204)963-2240,,malhijot52@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000het53YAA,False,,24483638,003G0000018f7TQIAY,0010A000002wPa0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"Caller Name: Sydney Berta
Advisor or support staff: Advisor 
Advisor Code: W1109
Advisor Name: ANDREW NOSEWORTHY
Phone: 613.226.1964 | 1.800.267.1964
Email: sberta@CapCorp.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: I have started the process to register for Workspace and have created my User ID (sydberta) and waited 2 business days. When trying to register into my account and using my advisor code
Invalid Advisor code see screenshot attached.

FINDINGS: checked Siebel only 1 profile found for ADSL and no advisor code is seen but the screenshot she sent shows W1109 is what she's entering, this code belongs to 	
ANDREW NOSEWORTHY. Sydney has TPA access to W1109. Looks like she's a support to the advisor.
Checked SF, not registered yet. 
Activation code in Siebel is 1-1F2S0QZ
TIM TAM shows its tied to SYDBERTA created just Dec 9
checked ISAM sydberta@clext is active and tied to her current email.

--------------------------------------***DDS  12/12/2025***--------------------------
RESOLUTION: SHE'S NOW RECEIVING ERR-W2302. AS PER ERR-W2302 WE NEED TO HAVE THEM CALL/AUTHENTICATE AND FOLLOW KB0023468  
ADVISED HER TO CHECK THE ACTIVATION CODE

****IF THE CODE IS CORRECT, ADVISED HER TO CALL US/AUTHENTICATE AND WE CAN THEN FOLLOW  KB0023468 *** 

***details captured so far to help the next rep that takes the call**

If the code is correct ask them to try again, if the issue does not self resolve submit a ticket to Digital Hub - Application Support with the following information:
Salesforce ID:  she's not registered yet for Workspace, No user detail page found. https://lifeco.lightning.force.com/lightning/r/Contact/003OH00000YwHGjYAN/view
CIAM ID (Located on user record): none listed
User Name: 
User Email: sberta@CapCorp.ca	
Error Code & Screenshot: ERR-W2302/ATTACHED TO THIS CASE
Activation Code:
Alias:

--------------------------------------***DDS  12/12/2025***--------------------------
Thank you for the details, Sydney.

What is the activation code you’re using? Please ensure you’re using the correct activation code as received in Activation letter received from Canada Life.

If the activation code you’re using is correct, we will need to connect with you over the phone. 

Please give us a call at your convenience and you can reference this Case # 24483638 and anyone of us here will be able to assist further, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



--------------------------------------***DDS  12/12/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/12/2025***--------------------------
Hi,

I am not an advisor, the code I have sent in the previous email is the code that I have received with the instructions and my information to register an account.

After login in and using my activation code, the screen shows me an error message.
I hope this helps to solve the problem!
 
Have a great day,

Sydney Berta,
Account Manager

613.226.1964 | 1.800.267.1964

1050 Morrison Dr. 3rd Floor
Ottawa, Ontario, Canada K2H 8K7
www.capcorp.ca


Follow Us | Facebook | LinkedIn



--------------------------------------***DDS  12/12/2025***--------------------------
ASKED FOR CLARIFICATIONS BASED ON MY FINDINGS AND SENT INSTRUCTIONS
--------------------------------------***DDS  12/12/2025***--------------------------
Hello Sydney,

Thank you for contacting Workspace Support.

Are you an advisor or do you support an advisor? The code seen in the screenshot you provided does not belong to you. 

Is this the code of an advisor you support? What is the name of the advisor?

If you’re an advisor, please let me know your advisor code. 

If you’re not an advisor, you do not need to enter an advisor code on this step, you would skip this step as indicated in the screenshot. Please start from the beginning, instructions below.

Step 1: Click on the link Register
Step 2: Enter your User ID/RepNet ID and Password. 
Step 3: Enter your Comp code (for advisors). ---YOU CAN SKIP THIS STEP IF YOU’RE NOT AN ADVISOR
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other. 
 
You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/11/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/11/2025***--------------------------
Good morning,

I have started the process to register for Workspace and have created my User ID (sydberta) and waited 2 business days. When trying to register into my account and using my advisor code

Would you help me figure out which part is not functioning, please?

 

Sydney Berta,
Account Manager

613.226.1964 | 1.800.267.1964

1050 Morrison Dr. 3rd Floor
Ottawa, Ontario, Canada K2H 8K7
www.capcorp.ca",True,2025-12-12T17:53:37.000+0000,False,False,005OH00000AUS7aYAH,2025-12-12T04:47:57.000+0000,005OH00000AUS7aYAH,2025-12-12T17:53:37.000+0000,005OH00000AUS7aYAH,2025-12-12T17:53:37.000+0000,(613)226-1964,ext 371,anoseworthy@capcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,112.0
500OH00000hf7q1YAA,False,,24489391,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:33:01.000+0000,False,False,005OH000002N6huYAC,2025-12-12T15:33:01.000+0000,005OH000002N6huYAC,2025-12-12T15:33:01.000+0000,005OH000002N6huYAC,2025-12-12T15:33:01.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfA3lYAE,False,,24496758,0030A0000029Y97QAE,0010A000002vxepQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:35:09.000+0000,False,False,0055o000001h4cFAAQ,2025-12-12T17:35:09.000+0000,0055o000001h4cFAAQ,2025-12-12T17:35:09.000+0000,0055o000001h4cFAAQ,2025-12-12T17:35:09.000+0000,(204)779-4444,,casimiro@mts.net,(204)779-1337,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfJQzYAM,False,,24484252,003OH00000Vi9DsYAJ,001OH00000cgTT7YAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace registration,Medium,"***DDS*** 12/12/25
Name: Monica Thornton-Trump
Phone:
Agent code: H9001
Reference: KB0017316

Hello @Distribution Methodology

Would you be able to provide Monica Thornton-Trump Email: monica@ventumfinancial.com her RepNet Activation Id: so she can register for a user ID please.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Monica Thornton-Trump <monica@ventumfinancial.com> 
Sent: December 12, 2025 3:42 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Feliciano, Grace <Grace.Feliciano@canadalife.com>; PPI Strategic Relationship Investments <srinvestments@ppi.ca>
Subject: [EXT] RE: 24484252 RE: access to the Canada Life system

Thanks for your response…however I have no idea what the MGA User ID and password is. Jennifer, are you able to assist with this request on behalf of PPI as my MGA? Thank you, Monica Thornton-Trump MBA Investment & Commodities Futures Advisor/Insurance
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Thanks for your response…however I have no idea what the MGA User ID and password is.

Jennifer, are you able to assist with this request on behalf of PPI as my MGA?

Thank you



***DDS*** 12/12/25
Name: Monica Thornton-Trump 
Phone:
Agent code: H9001
Reference: KB0017316

Hello Monica,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace registration.
 
To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Monica Thornton-Trump <monica@ventumfinancial.com> 
Sent: December 11, 2025 12:32 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Feliciano, Grace <Grace.Feliciano@canadalife.com>
Subject: [EXT] access to the Canada Life system

Good Morning, Thank you for pointing me in the right direction Grace! I am a new rep to Canada Life, my sales code is H9001. I recently had a transfer in of some of your seg funds, and I was hoping you could help me get set up on your system
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Morning,

Thank you for pointing me in the right direction Grace!

I am a new rep to Canada Life, my sales code is H9001.

I recently had a transfer in of some of your seg funds, and I was hoping you could help me get set up on your system so I can see my  clients’ accounts?

Thank you,

Monica Thornton-Trump MBA 
Investment & Commodities Futures Advisor/Insurance Advisor",True,2025-12-12T13:19:56.000+0000,False,False,005OH00000BGeeHYAT,2025-12-12T13:19:56.000+0000,005OH00000BGeeHYAT,2025-12-12T20:59:31.000+0000,005OH00000BGeeHYAT,2025-12-12T20:59:31.000+0000,(604)443-5441,,monica@ventumfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfKenYAE,False,,24484781,0030A0000029Z8cQAE,0010A000002vyT3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace registration,Medium,"***DDS*** 12/12/25
Name: Brent Stein
Phone:
Agent code: C0687
Reference: KB0022055 

Hi Brent,

Thank you for taking the time to speak with me today.

To recap our call: 

We followed the instructions to register for a User ID and was successful in creating a user ID
Please wait 2 business days before trying to register for Workspace, the instructions to register for Workspace in included below in the email trail from my last message.
If you run into any difficulties, please call our Workspace support team at 1-800-475-7001 and any of our agents will be able to assist.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: December 12, 2025 11:22 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Brent Stein <brent@unitygroup.ca>
Subject: *URGENT* 24484781 - RE: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)
Importance: High

Hi there, 

Brent requires some additional IT assistance, not just instructions, please and thank you. 

Hi - my apologies, it's not working. It won't recognize my own email. Can someone log into my screen and assist at some point?

Thanks,
Brent

Thank you, 

Jenn 


Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908



 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Brent Stein 
Sent: December 12, 2025 10:55 AM
To: Roe, Jennifer 
Subject: Re: 24484781 - RE: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi - my apologies, it's not working. It won't recognize my own email. Can someone log into my screen and assist at some point? Thanks, Brent On Fri, 12 Dec 2025 at 09: 57, Roe, Jennifer <Jennifer. Roe@ advicecanada. com> wrote: Hi
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hi - my apologies, it's not working. It won't recognize my own email. Can someone log into my screen and assist at some point?

Thanks,
Brent






***DDS*** 12/12/25
Name: Brent Stein
Phone:
Agent code: C0687
Reference: KB0017316

Hello Brent,

Thank you for contacting the Workspace support group regarding MGA Workspace registration.

Our records indicates that you have not yet created a User ID for the MGA Workspace (Step 1. Create your Canada Life user ID (formerly RepNet ID)). 

As per the instruction on the first email: 
Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Register for Canada Life MGA Workspace today!
You’re receiving this email because you’re contracted with both Financial Horizons and Canada Life.

Welcome to Canada Life Workspace, your digital hub to manage your business, service your clients and access tools to grow your business with Canada Life.

Your Canada Life MGA business needs its own Workspace access
If you’re recently contracted with Financial Horizons, you’ll need to register for a separate version of Workspace. 
•	Get a tailored experience for your MGA business.
•	Stay organized with clear business channels.
•	Easily manage both types of business as your practice evolves.
We’re working to unify your experience this fall and taking this extra step today sets you up for what’s next.
Get started: step-by-step guide
Your registration information 	
First Name:	Brent
Last Name:	Stein
Advisor code*:	C0687
Activation code:	1-Q7HQAN


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.




Once you have on hands your User ID and User ID password after waiting 2 business days, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/

If you need assistance and would like to speak with an agent, please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: December 11, 2025 12:48 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Brent Stein <brent@unitygroup.ca>
Subject: RE: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi there, 

Brent Stein is having difficulties with MGA Workspace registration, can you kindly assist?

Thank you, 

Jenn 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908



 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Brent Stein 
Sent: December 11, 2025 11:57 AM
To: Roe, Jennifer 
Subject: Re: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

past that step it asks us to create a user ID Isn't that C code for my Financial Horizon's clients and my F code is the Canada Life channel? Brent On Thu, 11 Dec 2025 at 11: 51, Roe, Jennifer <Jennifer. Roe@ advicecanada. com> wrote: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
past that step it asks us to create a user ID Isn't that C code for my Financial Horizon's clients and my F code is the Canada Life channel?
Brent

On Thu, 11 Dec 2025 at 11:51, Roe, Jennifer <Jennifer.Roe@advicecanada.com> wrote:
Hey Brent, 

The user ID is the Rep code and then it will prompt you for activation code. 

Advisor code*:	C0687
Activation code:	1-Q7HQAN

Please reach out if you have anymore issues and I can give you a call. 

Don’t forget to wait two business days to register for MGA Workspace after you register your ID. 

Thanks, 

Jenn 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908



 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Brent Stein <brent@unitygroup.ca> 
Sent: December 11, 2025 11:47 AM
To: Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Subject: [EXT] Re: Register for access to Canada Life (MGA) Workspace | Inscription pour accéder à l’Espace affaires de la Canada Vie (AGD)

Hi - registering now. Curious on the User ID we need to pick. My LL number won't work and my F number won't work. What do you suggest we use here? Thanks, Brent On Tue, 2 Dec 2025 at 13: 07, Roe, Jennifer <Jennifer. Roe@ advicecanada. com>
Hi - registering now. Curious on the User ID we need to pick. My LL number won't work and my F number won't work. What do you suggest we use here?

Thanks,
Brent

On Tue, 2 Dec 2025 at 13:07, Roe, Jennifer <Jennifer.Roe@advicecanada.com> wrote:
Hi Brent,

I trust that this email finds you well. 

I see that you have not registered for Workspace as of yet. You will need to create a Canada Life ID (formerly RepNet ID) prior to registering for Workspace. 

All instructions are below.

*****Please note that you MUST wait TWO business days to register for Workspace after you have created your RepNet ID. This helps ensure your credentials are securely synced across our systems.

Kindly let me know if you require any assistance and I’ll be happy to help. 

Thank you, 

Jenn 


Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908



 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


ust a quick reminder — your Canada Life Workspace account is waiting for you.
View in browser.

	 	

 

Do not forward or share this email. If you’re not the intended recipient of this email, please delete it and notify the sender immediately. 
Register for Canada Life MGA Workspace today!
You’re receiving this email because you’re contracted with both Financial Horizons and Canada Life.

Welcome to Canada Life Workspace, your digital hub to manage your business, service your clients and access tools to grow your business with Canada Life.

Your Canada Life MGA business needs its own Workspace access
If you’re recently contracted with Financial Horizons, you’ll need to register for a separate version of Workspace. 
•	Get a tailored experience for your MGA business.
•	Stay organized with clear business channels.
•	Easily manage both types of business as your practice evolves.
We’re working to unify your experience this fall and taking this extra step today sets you up for what’s next.
Get started: step-by-step guide
Your registration information 	
First Name:	Brent
Last Name:	Stein
Advisor code*:	C0687
Activation code:	1-Q7HQAN


* Advisor code is also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
 	1.	Create your Canada Life user ID (formerly RepNet ID) 
a.	Go here and click “Register”.
b.	Follow the steps to create your User ID and password using the activation code and advisor code provided above.

Important: Advisors and support team members cannot share a User ID. You’ll need to grant third-party access (TPA) for your support team. Instructions are provided in Step 4. 
c.	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.



 	2.	Register for Workspace
Due to compliance requirements, please make sure to complete the registration process yourself. 
a.	Register for Workspace
b.	Enter your newly created Canada Life User ID and password.
c.	You’ll then be prompted to enter your advisor code.
d.	Accept the terms and conditions.
e.	Set up your account details like your name (if not automatically provided), email and create a password for Workspace.
f.	You’ll get an email from Workspace to verify the email you added. Check your email and click on the Verify button.
g.	Once verified, you’ll be able to sign into Workspace. 





 	3.	Start placing business 
a.	Log in to Workspace.
b.	Enter your email address and password.
c.	Select Managing General Agency from the drop-down menu.
d.	Follow the prompt to set up multi-factor authentication.





 	4.	Grant third-party access (TPA) to your support team (optional) 
a.	Complete this third-party access form.
b.	Once approved, your support team will receive an activation code to create their unique User ID to register for Workspace. You’ll need to provide them your advisor code.
c.	If any of your current team members should be removed, please email distribution_methodology@canadalife.com.






Need support?
Contact Workspace Support at CLWorkspaceSupport@canadalife.com.
To learn more, go to Workspace resource page.

Register today and unlock the full potential of Canada Life Workspace.




Canada Life and design are trademarks of The Canada Life Assurance Company. If you don’t want to receive these updates, you can unsubscribe here.






	 	

 

Ne faites pas suivre et ne distribuez pas ce courriel. Si vous n’êtes pas le destinataire visé du présent courriel, veuillez le supprimer et en informer l’expéditeur immédiatement. 
Inscrivez-vous à l’Espace affaires pour AGD de la Canada Vie dès aujourd’hui! 
Vous recevez ce courriel parce que vous détenez un contrat auprès de la Financière Horizons et de la Canada Vie.

Bienvenue dans l’Espace affaires de la Canada Vie, une plateforme numérique où vous pouvez gérer votre pratique, servir vos clients et accéder à des outils pour faire croître vos affaires avec la Canada Vie.

Un accès distinct à l’Espace affaires est requis pour vos affaires d’AGD de la Canada Vie
Si vous avez récemment établi un contrat avec la Financière Horizons, vous devrez vous inscrire à une version distincte de l’Espace affaires. 
•	Obtenez une expérience sur mesure pour vos affaires d’AGD.
•	Restez organisé grâce à des canaux d’affaires clairs.
•	Gérez facilement les deux types d’affaires à mesure que votre pratique évolue.
Nous travaillons à uniformiser votre expérience à l’automne et cette mesure supplémentaire que nous prenons aujourd’hui vous prépare pour ce qui est à venir. 
Pour commencer : guide étape par étape 
Renseignements sur votre inscription	
Prénom: 	
Nom de famille:	
Code du conseiller* : 	Veuillez vous reporter à APEXA pour connaître votre code de vente ou encore communiquer avec Méthodologie de la distribution

Code d’activation : 	

* Le code de conseiller est aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie. 
 	1.	Créez votre nom d’utilisateur de la Canada Vie (anciennement nom d’utilisateur du RéseauRep) 
a.	Cliquez ici, puis sur Inscrivez-vous dès maintenant.
b.	Suivez les étapes pour créer votre nom d’utilisateur et votre mot de passe au moyen du code d’activation et du code du conseiller indiqués ci-dessus

Important : Les conseillers et les membres de l’équipe de soutien ne peuvent pas partager un nom d’utilisateur. Vous devrez accorder un accès à titre de tiers aux membres de votre équipe de soutien. Des directives sont fournies à l’étape 4. 
c.	Après avoir créé votre nom d’utilisateur, attendez deux jours ouvrables avant de vous inscrire à l’Espace affaires. Cela permet de nous assurer que vos données d’accès sont synchronisées en toute sécurité dans l’ensemble de nos systèmes. 



 	2.	Inscrivez-vous à l’Espace affaires
En raison des exigences en matière de conformité, vous devez vous assurer de suivre le processus d’inscription vous-même. 
a.	Inscrivez-vous à l’Espace affaires
b.	Entrez votre nom d’utilisateur de la Canada Vie et votre mot de passe nouvellement créés.
c.	Entrez ensuite votre code du conseiller.
d.	Acceptez les modalités.
e.	Configurez votre compte en indiquant votre nom (s’il n’est pas fourni automatiquement) et votre adresse courriel et créez un mot de passe pour l’Espace affaires. 
f.	Vous recevrez un courriel de l’Espace affaires pour vérifier l’adresse courriel que vous avez ajoutée. Confirmez l’exactitude de votre adresse courriel et cliquez sur le bouton de vérification.
g.	Une fois la vérification terminée, vous pourrez ouvrir une session dans l’Espace affaires.





 	3.	Commencez à régulariser des affaires 
a.	Ouvrez une session dans l’Espace affaires.
b.	Entrez votre adresse courriel et votre mot de passe.
c.	Sélectionnez Agence générale déléguée dans la liste déroulante.
d.	Suivez les directives pour configurer l’authentification multifacteur.





 	4.	Octroyez un accès à titre de tiers à votre équipe de soutien (facultatif) 
o	Remplissez le formulaire concernant l’accès à titre de tiers. 
a.	Une fois l’approbation obtenue, les membres de votre équipe de soutien recevront un code d’activation pour créer un nom d’utilisateur unique aux fins d’inscription à l’Espace affaires. Vous devrez leur fournir votre code de conseiller.
b.	Si un des membres actuels de votre équipe doit être retiré, veuillez envoyer un courriel à l’adresse distribution_methodology@canadalife.com. 






Besoin d’aide?
Communiquez avec l’équipe de soutien de l’Espace affaires à l’adresse CVSoutiensEspaceAffaires@canadavie.com.
Pour en savoir plus, consultez la page de ressources de l’Espace affaires. 

Inscrivez-vous dès aujourd’hui et tirez le maximum de l’Espace affaires de la Canada Vie.





Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie. Si vous ne souhaitez pas recevoir ces mises à jour, il vous suffit de vous désabonner ici.",True,2025-12-12T13:44:21.000+0000,False,False,005OH00000BGeeHYAT,2025-12-12T13:44:21.000+0000,005OH00000BGeeHYAT,2025-12-12T17:47:01.000+0000,005OH00000BGeeHYAT,2025-12-12T17:47:01.000+0000,(705)728-5551X234,,brent.stein@f55f.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfO2VYAU,False,,24484809,0030A0000029kTEQAY,0010A000002w7ojQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-How to access webillustration,Medium,"user request assistance on how to access workspace web illustration.
user has never sign in workspace before assist with how to sign and connect microsoft authenticator.
error-ERR-W1282-KB0020561,he self reset his paaword.
KB0021003 -WEb illustration

email=========================================================================
Bonjour Jean claude,

Merci d’avoir contacté le support de l’espace d’affaire concernant l’accès à l’illustration, J'ai vraiment apprécié notre échange.

Lors de notre appel d’aujourd’hui, vous avez pu vous connecter à votre compte Workspace et connecter l’application d’authentification.

Nous avons également navigué jusqu’à où trouver l’illustration web depuis l’espace de travail.

Vous avez pu ouvrir l’application et commencer votre processus d’illustration.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T14:22:18.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-12T13:45:50.000+0000,005OH00000AZ3ZxYAL,2025-12-12T14:22:18.000+0000,005OH00000AZ3ZxYAL,2025-12-13T02:01:22.000+0000,(514)231-2868,,jc.l@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfPg5YAE,False,,24485058,003OH00000UkSL9YAN,001OH00000bVfHzYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't change password,Medium,"Caller Name: CANDACE BARRETT
Advisor or support staff: Advisor 
Advisor Code: H7979 MGA AND OLD LL18607/F6990
Advisor Name: CANDACE BARRETT	
Phone: (519) 200-3342
Email: candace@queensavefinancial.ca		
Siebel verification: COMLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED 
Issue: trying to register for MGA Workspace/can't change password. 

FINDINGS:
test dummy user found
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000AsybGYAR%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000UlcWrYAJ%26cntc%3D003OH00000UlcWrYAJ%26id%3D005OH00000AsybGYAR

candacebarrett@clext is the user ID she noted she created.
checked ISAM and its active 
she was using 1-1ETETEF which is tied to her advisor solutions workspace for code F6990 and its tied to CANDACEBARRETT@clext
TIM TAM confirms 1-1ETETEF is tied to 	CANDACEBARRETT

checked Siebel for the MGA H7979 and found activation code 1-1F1GP91 did TIM TAM no user id found. 

ISAM search of her name only comes up with the one user id CANDACEBARRETT@clext thats not for her MGA. tried the search with her email too. 

RESOLUTION: Verification done using KB0021888, as its registration asked for address/completed.
Did a log me in session. No emails from DM with the activation code for MGA 
she only has info for the ADSL.

Advised her to reach out to DM to inquire as to the activation code for H7979
--------------------------------------***DDS  12/12/2025***--------------------------
Hello Candace,

Thank you for contacting Workspace Support today regarding regarding registering for your MGA Workspace account using advisor code H7979.

On checking we found you were using CANDACEBARRETT@clext which is tied to the activation code you provided in an email from 2023 1-1ETETEF. Both the user ID and activation code are connected to your Advisor Solutions profile with advisor code F6990.

Further checking, I do not see that you’ve created any new user ID’s for your MGA code H7979. 

Please reach out to Distribution_Methodology@canadalife.com to request your activation code for your MGA code H7979.

Once you have this, you will need to then create a User ID/Password by going to Sign in | Canada Life, scroll down to the bottom of the page and click on Register.

Take note of the User ID/Password combination as you will need it to register for your MGA Workspace. Please ensure you allow 48hrs after you create the User ID/Password before registering for Workspace.

Step 1: Click on the link Register
Step 2: Enter your RepNet ID and Password. 
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select Other as you noted you already use Microsoft Authenticator, click Add account

If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-12T14:36:38.000+0000,False,False,005OH00000AUS7aYAH,2025-12-12T13:54:54.000+0000,005OH00000AUS7aYAH,2025-12-12T14:36:38.000+0000,005OH00000AUS7aYAH,2025-12-12T14:36:38.000+0000,(519)679-8000,,candace@queensavefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfPxoYAE,False,,24484093,0030A0000029iKnQAI,0010A000002w64iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account unlock and password reset,Medium,"JOSEFA CALUGAN ALIPIO
03073
Advisor needed help for unlocking their account and password reset. after authentication, account unlocked and password reset link sent. They also needed help for creating report on active clients. They shared their screen with me and I provide them steps.

Hello Josefa,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you needed assistance for unlocking your account. After authentication, I unlocked your account and sent you the link for password reset. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T13:21:41.000+0000,False,False,005OH00000BFiyTYAT,2025-12-12T13:10:38.000+0000,005OH00000BFiyTYAT,2025-12-12T13:39:43.000+0000,005OH00000BFiyTYAT,2025-12-12T13:39:43.000+0000,(905)707-1087,(416) 688-3156,josiealipio@msn.com,(905)731-8503,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfQp2YAE,False,,24485081,0030A0000029ZIYQA2,0010A000002vyc1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T13:55:35.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T13:55:35.000+0000,005G0000002gxxjIAA,2025-12-12T13:55:35.000+0000,005G0000002gxxjIAA,2025-12-12T13:55:35.000+0000,(450)471-8695,514-594-8978,pierreh.goulet@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfTIDYA2,False,,24483995,003G0000018f71UIAQ,0010A000002wP4oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,New Phone MFA,Medium,"Caller Name: Gerard Nash
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Gerard Nash 	
Phone: (709)690-7458
Email: gerard.nash@principalplanning.ca	
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Hi there i changed phone and I need to reset my Salesforce Workspace on my phone. Thank you

FINDINGS: PROFILE SHOWS AUTH IS SETUP. KB0020738 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001gkYdQAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028xGZQAY%26cntc%3D0030A0000028xGZQAY%26id%3D0050A000001gkYdQAI

--------------------------------------***DDS  12/12/2025***--------------------------
RESOLUTION:  HE HAS TO CALL IN TO AUTHENTICATE AND WE CAN THEN FOLLOW KB0020738 .

--------------------------------------***DDS  12/12/2025***--------------------------
Hello Gerard,

Thanks for contacting Workspace Support. 

To help you with this, we need to connect with you over the phone and authenticate. 

We can remove the Multifactor Authentication from your profile so that you’re prompted to setup on your new phone. 

Please download the authenticator app on your phone if you haven’t already or we can guide you with this when you call in.

Give us a call at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/12/2025***--------------------------
EMAIL RECIEVED
--------------------------------------***DDS  12/12/2025***--------------------------
Hi there i changed phone and I need to reset my Salesforce Workspace on my phone. Thank you
Gerard Nash, Certified Financial Planner
(709)690-7458
www.principalplanning.ca
Team Phone numbers:
Jeanette Enman: 1-506-799-0323                    
Customer Service: 1-844-222-2264    
Sharon Nash: 1-709-764-8576",True,2025-12-12T13:16:44.000+0000,False,False,005OH00000AUS7aYAH,2025-12-12T13:05:09.000+0000,005OH00000AUS7aYAH,2025-12-12T13:16:44.000+0000,005OH00000AUS7aYAH,2025-12-12T13:16:44.000+0000,(709)690-7458,(709) 690-7458,gerard.nash@principalplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfUxYYAU,False,,24486191,003OH00000M9579YAB,001OH00000QurkoYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace access,Medium,"*****DDS***** 12/12/2025
User needed assistance with verification code as they were not getting code sent to them. Did a logmein session and verified user wasnt looking in the authenticator app. They did and signed in successfully. 


*******email chain*******

 Hello Kulwinder, 

    It was a pleasure assisting you today. The mfa verification code would need to be retrieved from the authenticator app. The support line number and email address are also listed below. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T14:45:58.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T14:27:15.000+0000,005OH00000BFQFHYA5,2025-12-12T14:45:58.000+0000,005OH00000BFQFHYA5,2025-12-12T14:45:58.000+0000,(647)292-9583,,ksohal@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfXk1YAE,False,,24484554,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-12T13:36:52.000+0000,False,False,005OH000006uyEGYAY,2025-12-12T13:34:29.000+0000,005OH000006uyEGYAY,2025-12-12T13:36:52.000+0000,005OH000006uyEGYAY,2025-12-12T13:36:52.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEGYAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfY6dYAE,False,,24485688,0035o000006LKYUAA4,0015o000006qSFMAA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request/follow up,Medium,"confirming delegate access 

**EMAIL**

Hi Sharina,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
9LVWKTPGYK

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Sharina,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon,
We can confirm on IC that Sharina has access to Ralph’s code A3941.


Thanks, 
Ian 
Quadrus Security Requests quadrussecurityrequests@quadrusinvestment.com

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus


Good morning Quadrus Security team,

Could you please confirm if Sharina Filion (sharina.filion@navwealth.ca) has delegate access to Ralph Brust advisor code A3941 as we received a KYC status report request?


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Ralph Brust
Code: A3941

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to sharina.filion@navwealth.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T14:14:52.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T14:14:52.000+0000,005OH0000071DK9YAM,2025-12-12T21:08:11.000+0000,005OH0000071DK9YAM,2025-12-12T21:08:11.000+0000,(403)369-7015,,sharina.filion@navwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfYEjYAM,False,,24486652,003G0000018f7TmIAI,0010A000002wPaMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA disconnect and setup,Medium,"KEVIN R LUNDY
w1315

Advisor needed assistance for disconnect MFA and setup in new phone for MGA and ADSL account. After authentication, Called them back and assistance provided
Hello Kevin,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.

In our today’s call, you needed assistance with MFA disconnect and setup authenticator on your new phone. After authentication, I called you back and then you were able to setup authenticator successfully.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T14:46:43.000+0000,False,False,005OH00000BFiyTYAT,2025-12-12T14:37:45.000+0000,005OH00000BFiyTYAT,2025-12-12T14:46:43.000+0000,005OH00000BFiyTYAT,2025-12-12T14:46:43.000+0000,(613)979-5433,(613) 979-5433,kevin@lundyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfZE4YAM,False,,24484993,0035o000006p1EdAAI,0015o000007QS78AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 12th, 2025 ***
User wants to reset MFA but failed authentication, asked to gather info about advisor and to call back.
================
Bonjour Camille,

C’était un plaisir de vous parler aujourd’hui pour réinitialiser votre authentificateur.

Malheureusement je n’ai pas pu confirmer les informations d’un de vos conseillers pour pouvoir vous aider à accéder à l’Espace Affaires.

Vous pouvez nous rappeler quand vous aurez les informations disponibles et nous vous aiderons volontiers.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-12T14:06:23.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T13:52:24.000+0000,005OH00000AbJ7aYAF,2025-12-12T14:06:23.000+0000,005OH00000AbJ7aYAF,2025-12-12T14:06:23.000+0000,(819)377-7555X215,,erik@groupecrh.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfbHRYAY,False,,24485535,003OH00000IwmUyYAJ,001OH00000NE3DtYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Changing Workspace Login Email Address,Medium,"***DDS*** 12/12/25
Name: Nancy Harrison 
Phone:
Agent code: H3326
Reference: KB0023058 

Advisor name: Wade Ryplanski

Hello Salma,

Thank you for contacting the Workspace support group regarding changing Workspace login email address for Nancy Harrison.

To help you with this, we need to connect over the phone to complete verification.   

Please have Nancy call us at her convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist.   

Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 11, 2025 3:11 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Wade Ryplanski <wade@inclusifgroup.com>
Cc: Reception <reception@inclusifgroup.com>
Subject: RE: New advisor looking to start application for life insurance for client Application to complete RUSH inquiry
Importance: High

Hi @Distribution Methodology,

1)	We are looking to go ahead and get Wade registered on Workspace. Wade has never had a RepNet account. Can you please email Wade his login credentials/registration letter and steps to get registered for Workspace today?

2)	Wade’s assistant Nancy Harrison (She is cc’d) has a Workspace account already. She has her Workspace account set up incorrectly under Wade’s email wade@inclusifgroup.com. Under that current Workspace account, she is not set up with delegate access. We are looking to get full delegate access to Wade’s code set up on Nancy’s Workspace account. Can you please let us know what is needed to get this access for her?

Hi @CL Workspace Support 

Nancy has her Workspace account incorrectly set with Wade’s email wade@inclusifgroup.com. How do we get this email changed on her Workspace account?

Thank you,
Salma
From: Wade Ryplanski <wade@inclusifgroup.com> 
Sent: December 11, 2025 3:03 PM
To: Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Reception <reception@inclusifgroup.com>
Subject: [EXT] RE: New advisor looking to start application for life insurance for client Application to complete RUSH inquiry

My assistant Nancy Harrison (She is cc’d on this response) had her workspace account set up under my email wade@ inclusifgroup. com. Under that current workspace account, she is not set up with delegate access. We would like to have an account
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
My assistant Nancy Harrison (She is cc’d on this response) had her workspace account set up under my email wade@inclusifgroup.com. Under that current workspace account, she is not set up with delegate access. We would like to have an account set up for her and myself as we talked about on the phone.

Let me know if you need anything else from me as I’d like to get this application started for my client as soon as possible.

Thanks!

                    
 
Wade Ryplanski, BA
Wealth Advisor
The Inclusif Group
LP Financial Planning Services Ltd. 
302-131 Provencher Blvd.
Winnipeg, Manitoba 
R2H 0G2
 
Tel: (204) 505-0477, Ext. 205
Fax: (204) 505-0473
Toll Free: 1-855-877-0477
E-Mail:  wade@inclusifgroup.com
 
NOTICE: This E-mail and any attachments are confidential and may be protected by legal privilege.  If you are not the intended recipient, any disclosure, copying, distribution or use of this E-mail, the information contained therein or any attachment is prohibited.  If you have received this E-mail in error, please notify the sender immediately by return E-mail and delete this from your system.
If you wish to unsubscribe to e-mails on behalf of The Inclusif Group, please e-mail Donna Watson at donna@inclusifgroup.com.
 
To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail or voicemail. Please contact our office directly at 204-505-0477.

From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 11, 2025 1:16 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Wade Ryplanski <wade@inclusifgroup.com>
Subject: RE: New advisor looking to start application for life insurance for client Application to complete RUSH inquiry
Importance: High

Hi @Distribution Methodology,

Please disregard this request.

Thanks!
From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 10, 2025 5:24 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Wade Ryplanski <wade@inclusifgroup.com>
Subject: RE: New advisor looking to start application for life insurance for client Application to complete RUSH inquiry
Importance: High

Hi @Distribution Methodology,

We are looking to get Wade registered on Workspace. Can you please confirm if Wade has an existing RepNet account already set up?

If not, can you please email Wade login credentials/registration letter and steps to get registered for Workspace?

Thank you,
Salma
From: Wade Ryplanski <wade@inclusifgroup.com> 
Sent: December 10, 2025 5:15 PM
To: Dyck, Tiffany <tiffany.dyck@canadalife.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] RE: New advisor looking to start application for life insurance for client

Good afternoon Tiffany, Sorry I was just in a meeting. I have not registered wth workplace before. Are you able to get that set up for me or do I register myself? Thanks! Wade Ryplanski, BA Wealth Advisor The Inclusif Group LP Financial Planning

Good afternoon Tiffany,

Sorry I was just in a meeting. I have not registered wth workplace before. Are you able to get that set up for me or do I register myself?

Thanks!

                    
 
Wade Ryplanski, BA
Wealth Advisor
The Inclusif Group
LP Financial Planning Services Ltd. 
302-131 Provencher Blvd.
Winnipeg, Manitoba 
R2H 0G2
 
Tel: (204) 505-0477, Ext. 205
Fax: (204) 505-0473
Toll Free: 1-855-877-0477
E-Mail:  wade@inclusifgroup.com
 
NOTICE: This E-mail and any attachments are confidential and may be protected by legal privilege.  If you are not the intended recipient, any disclosure, copying, distribution or use of this E-mail, the information contained therein or any attachment is prohibited.  If you have received this E-mail in error, please notify the sender immediately by return E-mail and delete this from your system.
If you wish to unsubscribe to e-mails on behalf of The Inclusif Group, please e-mail Donna Watson at donna@inclusifgroup.com.
 
To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail or voicemail. Please contact our office directly at 204-505-0477.

From: Dyck, Tiffany <tiffany.dyck@canadalife.com> 
Sent: December 10, 2025 3:23 PM
To: Wade Ryplanski <wade@inclusifgroup.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: RE: New advisor looking to start application for life insurance for client

Hi Wade

Just tried giving you a call. 

That’s great to hear you are ready to write your first app with us!

Can you please confirm you have registered Workspace? Our web applications are located within there. 

Salma here can also send you a helpful email for when starting out on your first app, we have two web app’s: Simple Protect and New Business. 

Thank you,

Tiffany Dyck, BHJ, RHU, GBA
Regional Sales Representative, Insurance

 

P.O. Box 338
100 Osborne St. North
Winnipeg, MB  R3C 2H6
(work) 204-946-8198
(mobile) 204-890-2892

If you are unable to reach me directly please contact:

Manitoba
Salma Yarow
Regional Sales Associate
416-552-3912
salma.yarow@canadalife.com

Saskatchewan
Janet de Bruijn
Regional Sales Associate
403-663-2507
janet.debruijn@canadalife.com

Alberta
Wanda Leinweber
Regional Support Associate
403-750-2127
Wanda.Leinweber@canadalife.com

For all inforce inquiries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: https://repnet1.canadalife.com/portal/stellent1/groups/iiip/%40iiipdefaultpublic/documents/content/s1_302564.pdf 

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Teerhuis, Kris <Kris.Teerhuis@canadalife.com> 
Sent: December 10, 2025 11:26 AM
To: Dyck, Tiffany <tiffany.dyck@canadalife.com>
Subject: Fw: New advisor looking to start application for life insurance for client


Thanks!

Kris

________________________________________
From: Wade Ryplanski <wade@inclusifgroup.com>
Sent: Wednesday, December 10, 2025 9:55 AM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] New advisor looking to start application for life insurance for client
 
This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
Report Suspicious
 
Good morning Kris,
 
I hope you’re having a great day! I’m reaching out for your assistance with writing my first insurance policy. I originally tried reaching out to Annie Hurwich but I only got mail undeliverable. I have a client interested in a $100,000 My Term 5 (Gold) life insurance policy through Canada Life. I had my rep at Financial Horizons complete a Life Guide (Attached) that had Canada Life as the best option for my client. The client is comfortable with moving forward with the 5-year term and the disability waiver. As this is the first policy, I’m hoping you can assist me in getting this taken care of or give me the contact information for someone who can.
 
Let me know the next steps.
 
Thanks!
 
 
                    
 
Wade Ryplanski, BA
Wealth Advisor
The Inclusif Group
LP Financial Planning Services Ltd.
302-131 Provencher Blvd.
Winnipeg, Manitoba
R2H 0G2
 
Tel: (204) 505-0477, Ext. 205
Fax: (204) 505-0473
Toll Free: 1-855-877-0477
E-Mail:  wade@inclusifgroup.com",True,2025-12-12T14:10:28.000+0000,False,False,005OH00000BGeeHYAT,2025-12-12T14:10:28.000+0000,005OH00000BGeeHYAT,2025-12-12T14:10:43.000+0000,005OH00000BGeeHYAT,2025-12-12T14:10:43.000+0000,(204)505-0477X205,,wade@inclusifgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfbJ2YAI,False,,24486814,003G0000018f6xTIAQ,0010A000002wP07QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,DocuSign email received from potential unknown source,Medium,"Advisor received a docusign stating it was from Workspace Escalations inbox. Reached out to request a copy of the original email for us to investigate further. Confirmed that this email was sent to the user from the CRM team and advised this is a legitimate email and attachment.

===Email Chain===

Good afternoon Mike,

Thank you for providing the requested information so promptly.

We investigated this issue further with our team and confirmed that the email you received is legitimate. This was sent to you from our team regarding your CRM data.

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you in our survey. Thanks in advance.

Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Mike Woods <mwoods@beaconpoint.ca> 
Sent: December 12, 2025 12:47 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Fw: Reminder: Complete with Docusign: Canada Life CRM Data Acknowledgement

You requested the original email Mike Woods, CFP, CLU, CH. F. C, CHS Certified Financial Planner - BeaconPoint Financial Security LTD. Investment Representative - Quadrus Investment Services LTD. Direct: 905 464 4470 www. beaconpoint. ca Book time
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
You requested the original email

Mike Woods, CFP, CLU, CH.F.C, CHS
Certified Financial Planner - BeaconPoint Financial Security LTD.
Investment Representative - Quadrus Investment Services LTD.
Direct: 905 464 4470
www.beaconpoint.ca   Book time with Mike Woods 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.

________________________________________
From: DocuSign CA System <dse@camail.docusign.net> on behalf of Workspace Escalations via Docusign <dse@camail.docusign.net>
Sent: Wednesday, December 10, 2025 4:01:50 AM
To: Mike Woods <mwoods@beaconpoint.ca>
Subject: Reminder: Complete with Docusign: Canada Life CRM Data Acknowledgement 
 
	 
 
Workspace Escalations sent you a document to review and sign. 

REVIEW DOCUMENT 




Workspace Escalations 
workspaceescalations@canadalife.com

As outlined in the email and disclosure from Canada Life, you must complete the following acknowledgement before we can proceed with extracting your CRM data.
Powered by 	 

Do Not Share This Email
This email contains a secure link to Docusign. Please do not share this email, link, or access code with others.
Alternate Signing Method
Visit Docusign.com, click 'Access Documents', and enter the security code:
091E4DF55E4943099894FF5B07CF257B6 
About Docusign
Sign documents electronically in just minutes. It's safe, secure, and legally binding. Whether you're in an office, at home, on-the-go -- or even across the globe -- Docusign provides a professional trusted solution for Digital Transaction Management™. 
Questions about the Document?
If you need to modify the document or have questions about the details in the document, please reach out to the sender by emailing them directly.

Stop receiving this email
Report this email or read more about Declining to sign and Managing notifications.

If you have trouble signing, visit ""How to Sign a Document"" on our Docusign Support Center, or become part of the Docusign Community to access tips and guidance from peers.
 Download the Docusign App 
This message was sent to you by Workspace Escalations who is using the Docusign Electronic Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.
	


Good morning Mike,

Thank you for reaching out to Workspace Support regarding this DocuSign email you received.

Can you kindly attach the original email you received in a reply so we can investigate further?

Note: Please do not open the DocuSign till we have more information regarding the source.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Mike Woods <mwoods@beaconpoint.ca> 
Sent: December 10, 2025 11:57 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Is this a real thing? C24486814

I haven't clicked on it. I got a docuSign for Workspace escalations. Seems off Pls advise Mike Woods, CFP, CLU, CH. F. C, CHS Certified Financial Planner - BeaconPoint Financial Security LTD. Investment Representative - Quadrus Investment Services
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I haven't clicked on it. 

I got a docuSign for Workspace escalations. Seems off

Pls advise 

Mike Woods, CFP, CLU, CH.F.C, CHS
Certified Financial Planner - BeaconPoint Financial Security LTD.
Investment Representative - Quadrus Investment Services LTD.
Direct: 905 464 4470
www.beaconpoint.ca   Book time with Mike Woods 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.",True,2025-12-12T19:02:26.000+0000,False,False,0050A000000qsPeQAI,2025-12-12T14:41:29.000+0000,0050A000000qsPeQAI,2025-12-12T19:02:26.000+0000,0050A000000qsPeQAI,2025-12-12T19:02:26.000+0000,(905)464-4470,(905) 464-4470,mwoods@beaconpoint.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfczsYAA,False,,24486712,0031600002G7TxKAAV,0010A000002wNGnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T14:39:16.000+0000,False,False,0050A000000WjqvQAC,2025-12-12T14:39:16.000+0000,0050A000000WjqvQAC,2025-12-12T14:39:16.000+0000,0050A000000WjqvQAC,2025-12-12T14:39:16.000+0000,(613) 232-4577x105,,asaint@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfdMVYAY,False,,24486575,0030A0000029jzsQAA,0010A000002w7P7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Viewing Client Error,Medium,"NAME: LESZEK PLONKA 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H3749
PHONE: +1 416-505-7999 
EMAIL: leszekp@rogers.com 
 
ISSUE: 
User is having trouble viewing the following policy: 411286552 - 
They are getting error code: ERR-P202
 
 
FINDINGS:
 KB0021789 - a ticket would need to be sent.
 
TROUBLESHOOTING/RESOLUTION:
Called assist
Assist advised to collect the following information:
⦁	 Salesforce ID: https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001mRZgAAM%3Fnoredirect%3D1%26isUserEntityOverride%3D1
⦁	First Name: LESZEK
⦁	Last Name: PLONKA
⦁	DOB: Aug 26th 1926
⦁	Policy Address: https://lifeco.lightning.force.com/lightning/r/Asset/02iOH00000IONxBYAX/view
⦁	Policy Number(s): 411286552
⦁	Client name: JACEK KOT 
⦁	Product code (of the affected product/asset): CL SEG FUND (LIF)
⦁	Screenshot of error message (if possible): 
⦁	Correlation ID (located under the error message): 
I was in the middle of getting this information when the call got disconnected.
Called user back twice and there was no response/noone picked up
 
EMAIL:

--------------------------------------***DDS DEC/12/2025***--------------------------
No email sent",True,2025-12-12T14:57:02.000+0000,False,False,005OH00000BGf2TYAT,2025-12-12T14:35:48.000+0000,005OH00000BGf2TYAT,2025-12-12T14:57:02.000+0000,005OH00000BGf2TYAT,2025-12-12T14:57:02.000+0000,(416)505-7999,(416) 505-7999,jp2coins@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfdRHYAY,False,,24486898,0030A0000029dGuQAI,0010A000002w1ppQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Access Not Working,Medium,"***DDS 2025-12-12***
User inquired about advisor not being able to login to Workspace.
DDS advised user that advisor is not registered for Workspace and guided user to complete Workspace registration.
 
================================================================================
****Email Chain**
Bonjour Linda,

Merci pour votre courriel concernant l’accès de M. Tsakiris à l’Espace Affaires. D’après nos systèmes, il semble que Panagiotis Tsakiris n’est pas encore inscrit à l’Espace Affaires. Pour compléter son inscription, il doit suivre ce lien et entrer son nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep) et mot de passe associé pour compléter son inscription : Register

S’il a oublié son nom d’utilisateur, il peut contacter Distribution_Methodology@canadalife.com et ils pourront lui donner son nom d’utilisateur. 

Une fois qu’il a son nom d’utilisateur, il pourra nous appeler à 1-888-999-4516 et nous pourrons lui aider à compléter son inscription à l’Espace Affaires.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: WHITEMONT - Assurances <assurances@whitemont.com> 
Sent: December 10, 2025 1:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Peter Tsakiris <ptsak@whitemont.com>
Subject: [EXT] acces conseiller

Bonjour, L’acces conseiller de votre espace affaires de M. P. Tsakiris ne fonctionne plus. Son code d’agent est le 94693GIF. Est-ce possible de valider si vous avez sa nouvelle adresse courriel ptsak@ whitemont. com et nous envoyer
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

L’acces conseiller de votre espace affaires de M. P. Tsakiris ne fonctionne plus.

Son code d’agent est le 94693GIF.  Est-ce possible de valider si vous avez sa nouvelle adresse courriel ptsak@whitemont.com et nous envoyer un mot de passe temporaire pour faire la réinitialisation du mot de passe


Merci de votre collaboration et Bonne journée

Linda Andrews
Superviseur de service
service@whitemont.com
FAX : 418-658-0936
418-658-0500 poste 328
Sans frais 1-877-868-0188 ext. 328
 
 

WHITEMONT est un fier partenaire de :",True,2025-12-12T14:43:35.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T14:43:35.000+0000,005OH00000AX0rVYAT,2025-12-12T14:43:49.000+0000,005OH00000AX0rVYAT,2025-12-12T14:43:49.000+0000,(514)393-1790,,ptsak@gifacto.com,(514)393-1788,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfeNNYAY,False,,24488060,003OH00000M9BECYA3,001OH00000QuuSFYAZ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,005OH0000064XtBYAU,2025-12-12T15:08:04.000+0000,005OH0000064XtBYAU,2025-12-12T15:08:05.000+0000,005OH0000064XtBYAU,2025-12-12T15:08:05.000+0000,(604)584-7007,,christhomaswatts@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfeOyYAI,False,,24485992,003G0000018f75YIAQ,0010A000002wP8sQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrator Issues - Update on INC1935198,Medium,"***DDS 2025-12-12***
User called to inquire about INC1935198 (Product Illustrator Issue).
DDS told user the lab is working on it and to reply to lab email. 

================================================================================
****Email Chain**
Bonjour Jean-Guy,

Merci pour votre appel concernant votre problème de Product Illustrator. Comme nous en avons discuté, notre équipe technique investigue toujours ce problème et ils vous informeront une fois qu’ils ont une mise à jour. Pour le moment, vous pouvez répondre au courriel que vous avez reçu de notre équipe niveau 2 pour votre appel et ils pourront vous aider à résoudre ce problème.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T14:29:35.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T14:22:19.000+0000,005OH00000AX0rVYAT,2025-12-12T14:33:22.000+0000,005OH00000AX0rVYAT,2025-12-13T02:01:22.000+0000,(438)796-8689,(514) 473-8876,jean-guy.fortin@sffainc24.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hff8DYAQ,False,,24487962,0035o000007h9bZAAQ,0015o000008OKuGAAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TPA Form,Medium,"NAME: BENILDA CRUZ 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: E6249 
PHONE: 
EMAIL: benilda_cruz@yahoo.com
 
ISSUE: 
User is trying to expedite the process of processing a TPA form.
 
 
FINDINGS:
KB0013533  
TPA forms are processed by Distribution methodology. A follow up would need to be sent to them as we have no access on our end 
 
TROUBLESHOOTING/RESOLUTION:
Advised user to contact distribution methodology to follow up.
Forwarded the email to distribution methodology 
 
EMAIL:
 
--------------------------------------***DDS DEC/12/2025***--------------------------
Hello Benila,
Your email was forwarded to us for processing. However, we do not have access to TPA forms that are sent in or to the processing of these forms.
I have forwarded this message to distribution methodology who can assist you.
@Distribution Methodology please see message below.
Thank you.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: NBInquiry.Team6 <NBInquiry.Team6@canadalife.com> 
Sent: December 10, 2025 3:44 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: dr_agana611@yahoo.com
Subject: FW: [EXT] Urgent: New Business Life Application Third Party Access
Hello
Please see following email.  
Thank you, 
Niro Selvarajah (he/ him)
Associate Manager, Insurance New Business Underwriting and OperationsCanada Life 
330 University Avenue, Toronto, Ontario M5G 1R8  
Email:  niro.selvarajah@canadalife.com 
Tel:  647-264-4104   1-877-816-9315  |  Fax:1-877-362-7631 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Benilda Cruz <benilda_cruz@yahoo.com> 
Sent: December 10, 2025 11:33 AM
To: NBInquiry.Team6 <NBInquiry.Team6@canadalife.com>
Cc: Danny Agana <dr_agana611@yahoo.com>
Subject: [EXT] Urgent: New Business Life Application Third Party Access
Hello. I would like to ask for your assistance to expedite the processing of third party access to advisor code. I am writing a new life application online (already have all the client's details two days ago), however, I need to put Danilo Agana
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
ZjQcmQRYFpfptBannerEnd
Hello.  I would like to ask for your assistance to expedite the processing of third party access to advisor code.  I am writing a new life application online (already have all the client's details two days ago), however, I need to put Danilo Agana as the servicing agent and its not showing in the drop down list. So Danilo emailed distribution_methodology@canadalife.com two days ago and got automatic response acknowledging receipt and that it may take some time to handle the request.
I tried to reach out to Niro Selvarajah and left him voicemail this morning.
Hope to hear from you as soon as possible.  Thank you.
Regards,
Benilda Cruz
Financial Advisor
885 Progress Avenue Suite 211
Toronto ON M1H 3G3
Mobile: 416 836 6725
Office:  647 352 9526
Fax:  416 282 7001",True,2025-12-12T15:06:07.000+0000,False,False,005OH00000BGf2TYAT,2025-12-12T15:06:07.000+0000,005OH00000BGf2TYAT,2025-12-12T15:07:43.000+0000,005OH00000BGf2TYAT,2025-12-12T15:07:43.000+0000,(416)282-5383,,benilda_cruz@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hffo4YAA,False,,24489933,0030A0000029gguQAA,0010A000002w4g2QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:42:55.000+0000,False,False,005OH000007fgYjYAI,2025-12-12T15:42:55.000+0000,005OH000007fgYjYAI,2025-12-12T15:42:55.000+0000,005OH000007fgYjYAI,2025-12-12T15:42:55.000+0000,(418)780-1347X230,(418) 952-0288,m.allard@mdallard.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfhRlYAI,False,,24487295,0030A0000029oFJQAY,0010A000002wAvdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T14:52:23.000+0000,False,False,005OH000007fgYjYAI,2025-12-12T14:52:23.000+0000,005OH000007fgYjYAI,2025-12-12T14:52:23.000+0000,005OH000007fgYjYAI,2025-12-12T14:52:23.000+0000,(514)918-4565,(514) 918-4565,alexandre@dupuisservicesfinanciers.ca,(514)326-0250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfhl3YAA,False,,24490643,003G0000018f6ZbIAI,0010A000002wOWgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Doug,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
XDRWLDQWU2

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Doug,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Doug Bremness
Code: 24258,39966

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to doug@aspireplanning.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T15:55:58.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T15:55:58.000+0000,005OH0000071DK9YAM,2025-12-12T15:55:59.000+0000,005OH0000071DK9YAM,2025-12-12T15:55:59.000+0000,(780)909-4048,,doug@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfiKTYAY,False,,24485993,0035o000007WVHfAAO,0015o000008CzzSAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre SSO - INC1935961,Medium,"Resolution notes:
missing integration checkbox - added this and connected with end user via email.

=======================================================================

•	Reason for call: IC SSO issue
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: Logmein with user
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): KB0021772  
============================
Bonjour Benjamin,

Merci d'avoir contacté le support Workspace. Cet e-mail est pour confirmer que votre problème d'accès au Centre d'Investissement a été transmis à notre équipe de support de deuxième niveau.

Si vous avez des questions, n'hésitez pas à nous contacter.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-28T23:00:19.000+0000,False,False,005OH000002iN7pYAE,2025-12-12T14:22:19.000+0000,005OH00000BFQFGYA5,2026-01-28T23:00:19.000+0000,005OH000002iN7pYAE,2026-01-28T23:00:19.000+0000,(819)820-1277,(819) 574-4842,benjamin@accesassurancesinc.com,(819)821-0117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfiVnYAI,False,,24487213,0030A0000029jzsQAA,0010A000002w7P7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Viewing Client Error,Medium,"Caller Name: LESZEK PLONKA
Advisor or support staff: Advisor 
Advisor Code: H3749
Advisor Name: LESZEK PLONKA	
Phone: 1 416-505-7999
Email: leszekp@rogers.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Not able to access policy. Was speaking to Precious, asked for her again.
411286552, new life acct switched

FINDINGS: 24486575 IS WHAT PRECIOUS WORKED ON. SHE NOTED WE NEED TO DO A LOG ME IN AND to get a screenshot and then send the whole thing to jeremie
User is having trouble viewing the following policy: 411286552 
They are getting error code: ERR-P202
KB0021789 - a ticket would need to be sent.

Jermie already started a ticket as per precious.

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001mRZgAAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H9jKAAS%26cntc%3D0035o000004H9jKAAS%26id%3D0055o000001mRZgAAM

Couldn't do a Logmein on the computer. 

checked the Policy in Copilot. 411286552. signed into Workspace through SF, captured the error. attached to this ticket. 

RESOLUTION: 

CONNECTED WITH JEREMIE AND HE NOTED TO SEND HIM THE INFO AS HE ALREADY STARTED A TICKET TO ESCALATE.

Salesforce ID 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001mRZgAAM%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H9jKAAS%26cntc%3D0035o000004H9jKAAS%26id%3D0055o000001mRZgAAM

First Name: Jacek
Last Name: Kot
DOB: Jan 1 1962
Policy Address: 19689 Horshoe Hill Rd. Caledon Villa, ON. L7K 2C2
Policy Number(s): 411286552 
Client name: Jacek Kot
Product code (of the affected product/asset
Screenshot of error message (if possible) attached to the case.
Correlation ID (located under the error message)
ADSL only - Alias/FedID

SIDE NOTE: DIDN'T MENTION THE SURVEY AS I HAVEN'T FIXED ANYTHING/RESOLVED ANYTHING. 
--------------------------------------***DDS  12/12/2025***--------------------------
Hello Leszek

Thanks for contacting Workspace Support today and providing the screenshot.

I’ve escalated this issue to our digital lab for further investigation. Once the issue is resolved, they will reach out to you with an update, thanks for your patience

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-12T15:25:29.000+0000,False,False,005OH00000AUS7aYAH,2025-12-12T14:50:31.000+0000,005OH00000AUS7aYAH,2025-12-17T16:19:28.000+0000,0050A000000qsPeQAI,2025-12-17T16:19:28.000+0000,(416)505-7999,(416) 505-7999,jp2coins@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfivaYAA,False,,24486725,0030A0000029aVQQAY,0010A000002vzdIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 12th, 2025 ***
User wants to reset MFA. Authentication with rotation 2 failed. 2 active codes, but only 1 could be confirmed.
==============
Good morning Ingrid,

It was a pleasure speaking with you today to try and help you reset your authenticator to access your Workspace account.

During our call I was unfortunately not able to confirm the 2 active advisor codes for Nathalie Missakian, one of the advisors you are supporting. In order to help you reste your authenticator, we would need to confirm an advisor’s full name, their active codes and additional authentication questions.
You can contact your MGA to know what that other code is or to update their information with Canada Life if that code is no longer active.

If you have any questions, don’t hesitate to reach out and we will gladly help.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-12T14:56:22.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T14:39:22.000+0000,005OH00000AbJ7aYAF,2025-12-12T14:56:22.000+0000,005OH00000AbJ7aYAF,2025-12-12T14:56:22.000+0000,(514)345-8880X206,,nmissakian@twmg.net,(514)345-1806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfkUMYAY,False,,24486664,003OH000006WgQXYA0,001OH0000086l6DYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"Requesting for a follow up on C24342852/INC1930323. 
User missed email from Jennifer, indicating the issue has been resolved and can not register. 

Email: tristan@wisegroup.ca 

***************************************************************************
Good morning, Tristan

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!

As indicated in Jennifer’s email on Monday, we have heard back from our Digital Hub team, they have made a correction to your account, and you should now be able to move forward with your Workspace account registration. 

If you have any questions or need further assistance, we’re here to help 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T14:50:01.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T14:38:14.000+0000,005OH00000BG5v4YAD,2025-12-12T14:52:21.000+0000,005OH00000BG5v4YAD,2025-12-12T14:52:21.000+0000,(647)530-5650,,tristan@wisegroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hflOxYAI,False,,24490458,0030A000006YgZrQAK,0010A000007JwdOQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:52:20.000+0000,False,False,005OH000002N6huYAC,2025-12-12T15:52:20.000+0000,005OH000002N6huYAC,2025-12-12T15:52:21.000+0000,005OH000002N6huYAC,2025-12-12T15:52:21.000+0000,(418)719-6006,(418) 719-6006,matremblay@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hflVHYAY,False,,24487534,003OH000001CR77YAG,001G000000urNDzIAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Rachel,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
L9V6K1W6Z3

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Rachel,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Laura Boden
Code: 37245

Request 2:
Advisor: Julia Boden
Code: A5090

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to rachel@bodenandassociates.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T14:57:16.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T14:57:16.000+0000,005OH0000071DK9YAM,2025-12-12T14:57:17.000+0000,005OH0000071DK9YAM,2025-12-12T14:57:17.000+0000,(705) 749-6776,,rachel@bodenandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfmPpYAI,False,,24490598,0030A0000029oTwQAI,0010A000002wB7qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:55:17.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T15:55:17.000+0000,005G0000002gxxjIAA,2025-12-12T15:55:17.000+0000,005G0000002gxxjIAA,2025-12-12T15:55:17.000+0000,(514)822-4270,(514) 770-1614,alexander.ramirez@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfmxfYAA,False,,24489130,0031600002VKwkLAAT,0010A000002wO5UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:28:29.000+0000,False,False,005OH000002N6huYAC,2025-12-12T15:28:29.000+0000,005OH000002N6huYAC,2025-12-12T15:28:29.000+0000,005OH000002N6huYAC,2025-12-12T15:28:29.000+0000,(819)314-9188,(819) 314-9188,jeremy@jblaisgf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfnc0YAA,False,,24489643,0030A0000029a7dQAA,0010A000002vzKuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:37:53.000+0000,False,False,00516000007Qeg2AAC,2025-12-12T15:37:53.000+0000,00516000007Qeg2AAC,2025-12-12T15:37:53.000+0000,00516000007Qeg2AAC,2025-12-12T15:37:53.000+0000,(416)728-9366,(416) 728-9366,fortunelifeclub@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfo8HYAQ,False,,24490083,003OH00000EDreNYAT,001OH00000HtpLGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Hannah,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
3FYVZT24TY

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Hannah,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Hannah Relleve
Code: 18822

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to hannah@gainingaltitudefinancial.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T15:45:17.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T15:45:17.000+0000,005OH0000071DK9YAM,2025-12-12T15:45:17.000+0000,005OH0000071DK9YAM,2025-12-12T15:45:17.000+0000,(250)686-4134,,hannah@gainingaltitudefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfpDtYAI,False,,24486951,0030A000008r6c1QAA,0010A000009lzlrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Walkthrough,Medium,"***DDS 2025-12-12***
User wanted to submit a new application for a client and wanted to know how to do that in Workspace.
DDS guided user to Simple Protect to create a new application.
 
================================================================================
****Email Chain**
Hello Bo,

It was a pleasure speaking to you earlier regarding your new application within Workspace. As discussed, when wanting to create a new application for clients, you can use the Simple Protect option from the Workspace home screen to choose what type of application to create and enter the appropriate information.

If you have any issues with Simple Protect or any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T14:53:48.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T14:44:48.000+0000,005OH00000AX0rVYAT,2025-12-12T14:53:49.000+0000,005OH00000AX0rVYAT,2025-12-12T14:53:49.000+0000,(647)326-4787,,756555730a@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfpsDYAQ,False,,24487035,003G0000018f7FPIAY,0010A000002wPKCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Download,Medium,"Advisor having issues with CRM.
*********************
Hi Wayne   , thank you for contacting the workspace support today.

To recap our call, you were having some issues accessing your CRM files due to the workspace website. We did a remote session and re-tried; it was a success. 


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T14:57:48.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T14:46:16.000+0000,005OH00000BFQFCYA5,2025-12-12T15:00:39.000+0000,005OH00000BFQFCYA5,2025-12-12T15:00:39.000+0000,(705)720-1475,(705) 220-6666,wayne@fortunafg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfq6kYAA,False,,24489017,0030A00000BgkRnQAJ,0010A00000CGxETQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:26:15.000+0000,False,False,005OH000002N6huYAC,2025-12-12T15:26:15.000+0000,005OH000002N6huYAC,2025-12-12T15:26:16.000+0000,005OH000002N6huYAC,2025-12-12T15:26:16.000+0000,(450)928-1321,514 444 1439,frederik@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfrcJYAQ,False,,24488181,0030A0000029bOkQAI,0010A000002w0M8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:10:27.000+0000,False,False,005OH000004oiYEYAY,2025-12-12T15:10:27.000+0000,005OH000004oiYEYAY,2025-12-12T15:10:27.000+0000,005OH000004oiYEYAY,2025-12-12T15:10:27.000+0000,(519)786-4924,,pat.smits@edwardjones.com,(866)777-8065,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfrhDYAQ,False,,24491430,003OH00000M92ZRYAZ,001OH00000Qux24YAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Display Name Change,Medium,"***DDS 2025-12-12***
User wanted to change their display name from Kenneth Joseph Richards to Kenneth Richards, removing the middle name.
DDS guided user to update display name within Workspace Settings.
 
================================================================================
****Email Chain**
Hello Elliot,

Thank you for contacting the Workspace Support team regarding this display name change. This change can be done from the advisors Workspace account. Please provide Kenneth with the following instructions to change his display name on Workspace:

To change your display name on Workspace, you can follow the steps below and follow along with the included screenshot:
1.	Click your initials on the top right of the screen
2.	Click on My Settings
3.	Under the My Settings tab and the Preferences Section, click Edit on Display Name
4.	Enter your desired Display Name
 


If you have any issues with this process or require further assistance with anything Workspace related, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Pong, Elliot <Elliot.Pong@canadalife.com> 
Sent: December 10, 2025 1:48 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Advisor name change on Workspace

Hi team,

I had an advisor reach out who recently registered for Canada Life Workspace. He noticed his name is showing both his first name and middle name. Would you please be able to have his name updated to just show his first name as requested? See below and let me know if there is anything else you may need. 

Advisor Current Name on Workspace: Kenneth Joseph Richards
Requested Name change: Kenneth Richards
Advisor Code: P4508
Dealer Code: 3000

Thanks in advance, 

Elliot 

Elliot Pong, CIM ®
Director of Business Development, Wealth Management
Cell: 647-861-3821 Phone: 226-401-5857
Email: Elliot.pong@canadalife.com

 

Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-12T16:09:56.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T16:09:56.000+0000,005OH00000AX0rVYAT,2025-12-12T16:10:18.000+0000,005OH00000AX0rVYAT,2025-12-12T16:10:18.000+0000,(905)486-2080,,krichards@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfriuYAA,False,,24491744,003G0000018f76sIAA,0010A000002wPACQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - E-benefit,Medium,"User is having issues with signing into E-benefit. 

Code: LL23643
Email: jimmy@tsuifinancial.com 

*********************************************************************
Good morning, Jimmy

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding E-Benefit! 

Regarding E-Benefit sign in, first time user must register for the site by selecting the Register Now link. If the have registered and need further assistance, you can use the contact us section of the website or call 1-800-565-4066. 

If you have any questions or any further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T16:21:33.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T16:15:34.000+0000,005OH00000BG5v4YAD,2025-12-12T16:21:33.000+0000,005OH00000BG5v4YAD,2025-12-12T16:21:33.000+0000,(604)585-2424,(604) 617-3155,jimmy@tsuifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfrm2YAA,False,,24492359,003G0000018f7EZIAY,0010A000002wPJMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***DDS 2025-12-12***
User wanted to merge 2 accounts.
DDS noticed that SIN do not match on both accounts.
DDS advised user to contact CSC or Advisor Support Chat to correct incorrect SIN number.
 
================================================================================
****Email Chain**
Hello Kim,

Thank you for contacting the Workspace Support team regarding your merge issue. We’ve investigated this issue, and it seems like the SIN numbers of these two accounts do not match. Please contact Client Service Centre at 1-888-252-1847 or use the Advisor Support Chat function in Workspace (found in the Support tab on the top right) to update the incorrect SIN number.

Once this change is completed, please reply to this email and we would be able to merge these two accounts. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 3, 2025 11:22 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Kim Andrianidis (kandrianidis@ breadthconsulting. com) has submitted a merge issue. Client details: First name: Ann Middle name (if applicable): Last name: Croft DOB: July 15, 1959 Policy Number(s): 411235633,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Kim Andrianidis (kandrianidis@breadthconsulting.com) has submitted a merge issue.
 
Client details:
First name: Ann
Middle name (if applicable): 
Last name: Croft
DOB: July 15, 1959
Policy Number(s): 411235633, 8118757-5, F010655726, F010655754, F754755850
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000hLRneYAG/ann-m-croft
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000fpx8VYAQ/ann-m-croft
URL 3: 
URL 4: 
Additional details:",True,2025-12-12T16:26:08.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T16:26:08.000+0000,005OH00000AX0rVYAT,2025-12-12T16:26:08.000+0000,005OH00000AX0rVYAT,2025-12-12T16:26:08.000+0000,(519)966-4400,(519) 965-3406,rwakeman@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfrxFYAQ,False,,24487334,003OH000006WgQXYA0,001OH0000086l6DYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration and Repnet password reset,Medium,"******DDS***** 12/12/2025
User needed assistance with workspace registration and repnet password reset. 

ref: KB0021888

*****email chain*******
Hello Tristan, 

    It was a pleasure assisting you complete your registration and reset your repnet password today. You just want to wait 24 hours for information to download into your account. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T15:09:32.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T14:53:04.000+0000,005OH00000BFQFHYA5,2025-12-12T15:09:32.000+0000,005OH00000BFQFHYA5,2025-12-12T15:09:32.000+0000,(647)530-5650,,tristan@wisegroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfrxLYAQ,False,,24489679,0030A0000029fcOQAQ,0010A000002w3l5QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace access right for Roger Law & Milly Ho,Medium,"***DDS*** 12/12/25
Name: Roger Law & Milly Ho 
Phone:
Agent code: 
Reference: KB0023226

Advisor name: TIMOTHY LAU 

Hello @Distribution Methodology

Are you able to setup Roger Law (roger.law@wayfinancial.ca) and Milly Ho (milly.ho@wayfinancial.ca) with the same TPA access as Susana Yu.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Wu, Cherie <Cherie.Wu@canadalife.com> 
Sent: December 11, 2025 7:53 PM
To: Susana Yu <Susana.yu@wayfinancial.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Workspace access right for Roger Law & Milly Ho

Hello Team,

Could you please assist Susana’s inquire as below.

Thank you very much.


Cherie Wu (she/her) BBA
Regional Sales Manager, Insurance – BC
Canada Life
Cell: 604 -618 -2553
Cherie.wu@canadalife.com

 

If you are unable to reach me directly please contact:

Wenjia Li, Regional Sales Representative, Insurance
Cell: (604)612-5105 
wenjia.li@canadalife.com 

Serena Jiao, Regional Sales Associate, Insurance
Cell: 604-648-3087
Serena.Jiao@canadalife.com

For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: click here

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here: SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Susana Yu 
Sent: December 11, 2025 4:15 PM
To: Wu, Cherie 
Subject: [EXT] Workspace access right for Roger Law & Milly Ho

Hi Cherie, I’m not sure if you’re the right person to reach out to, but I’m hoping you might be able to point me in the right direction. We are currently experiencing issues with setting up MGA access for our office staff. In my own workspace
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hi Cherie,

I’m not sure if you’re the right person to reach out to, but I’m hoping you might be able to point me in the right direction.

We are currently experiencing issues with setting up MGA access for our office staff. In my own workspace login, I have full delegate access that allows me to view all our advisors’ new business, policy information, new business applications, and policy delivery documents. One of my colleagues also has this same level of access.

However, when we set up third-party access for my colleagues, Roger Law and Milly Ho, they do not have the same viewing options for new business information. We were informed that MGA head office/back office roles do not have access to receive contracts or placing documents, and that only advisors have this access. This is confusing, as the access I currently have includes all of these permissions.

Could you advise whether there is someone specific who can assist us with correcting or configuring the appropriate access for our staff (Roger Law & Milly Ho)? Any guidance would be greatly appreciated.

Thank you in advance for your help.

Warm regards,

 Susana Yu
Operations Manager
Greater Vancouver Area (GVA)
400 – 6388 No. 3 Road, ☎️604 279 0866 (Ext. 122)
Richmond BC V6Y 0L4 📱604 306 3080
Greater Toronto Area (GTA)
North Tower, Markham, ON L3R 0B8 “The WAY to connect members.
The WAY to drive business.”
  
This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please notify the sender immediately by return e-mail, and delete the e-mail from your system. Any disclosure, dissemination, distribution, or copying of this e-mail is strictly prohibited.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: November 28, 2025 9:46 AM
To: Roger Law <roger.law@wayfinancial.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Milly Ho <milly.ho@wayfinancial.ca>; Susana Yu <Susana.yu@wayfinancial.ca>
Subject: RE: Grant Access Right for RogerLaw & MillyHo for New Business WebApp

	You don't often get email from distribution_methodology@canadalife.com. Learn why this is important 

Hi Roger.

MGA head office/back office have inquiry (view only) access to New Business applications. MGA head office/back office roles do not have access to receive contracts/placing docs as it’s not part of their head office/back office access. Only advisors have this access. For e-contracts and placing docs, MGA advisors have Full Delegate Access to their own advisor codes and will have access to e-contracts or pdfs.

Thank you.




Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Roger Law <roger.law@wayfinancial.ca> 
Sent: November 25, 2025 6:24 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Milly Ho <milly.ho@wayfinancial.ca>; Susana Yu <Susana.yu@wayfinancial.ca>
Subject: [EXT] Grant Access Right for RogerLaw & MillyHo for New Business WebApp

Hello CL, Please assist in updating the account for RogerLaw (roger. law@ wayfinancial. ca) and Milly Ho (milly. ho@ wayfinancial. ca) to access the page in WebApp below. Their current view on WebApp: Feel free to let me know if you have any questions. 

Hello CL,

Please assist in updating the account for RogerLaw (roger.law@wayfinancial.ca) and Milly Ho (milly.ho@wayfinancial.ca) to access the page in WebApp below.

 

Their current view on WebApp:
 

Feel free to let me know if you have any questions.

Thank you,

 

Greater Vancouver Area (GVA)
400 - 6388 No. 3 Road,
Richmond BC V6Y 0L4

Greater Toronto Area (GTA)
Suite N500, 675 Cochrane Drive, North Tower,
Markham, ON L3R 0B8

  	Roger Law

Case & Contracting Coordinator",True,2025-12-12T15:56:53.000+0000,False,False,005OH00000BGeeHYAT,2025-12-12T15:38:23.000+0000,005OH00000BGeeHYAT,2025-12-12T15:56:53.000+0000,005OH00000BGeeHYAT,2025-12-12T15:56:53.000+0000,(604)279-0866,(604) 760-8231,tim.lau@gtwealth.ca,(604)278-0133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfstNYAQ,False,,24490460,0035o000007WVK9AAO,0015o000008D00xAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre Access,Medium,"***DDS 2025-12-12***
User was having issues accessing the Investment Centre.
DDS noticed user completed registration today and advised user to wait 48 hours before trying again and contact us again if issue still persists.
 
================================================================================
****Email Chain**
Hello Marina,

It was a pleasure speaking to you earlier regarding your Investment Centre access. As discussed, please wait 48 hours after registering for Workspace before trying to access the Investment Centre again as our systems sometimes takes time to update on the backend to grant you Investment Centre access. 

If you are still unable to access the Investment Centre after 48 hours, feel free to reply to this email with a screenshot of your issue or give us a call back and we would be able to investigate this issue further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T15:59:51.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T15:52:22.000+0000,005OH00000AX0rVYAT,2025-12-12T16:01:26.000+0000,005OH00000AX0rVYAT,2025-12-13T02:01:59.000+0000,(204)478-8500,(204) 791-8382,pedmond@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hftJ8YAI,False,,24487675,0030A0000029YVHQA2,0010A000002vxuiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 12th, 2025 ***
User wants to sign in to Workspace. Needs to set up MFA. Helped him set up the authenticator and sign in successfully.
===========
Good morning Chris,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call, I helped you connect the Google Authenticator app to your account. In the end you logged in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-12T15:46:02.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T15:00:20.000+0000,005OH00000AbJ7aYAF,2025-12-12T15:46:02.000+0000,005OH00000AbJ7aYAF,2025-12-12T15:46:02.000+0000,(416)444-4405,,chris@cmins.ca,(416)444-1540,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfuf0YAA,False,,24487980,003G0000018f6rjIAA,0010A000002wOtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Merge - INC1937927,Medium,"***DDS 2025-12-16***
Lab made merge prompt appear.
DDS notified user that merge prompt should appear and advised user to merge clients.

merge issue-user click no merge by mistake.
sending to sl-KB0015430

email=========================================================================

Bonjour Patricia,

Merci pour votre courriel concernant votre problème de fusion. Nos partenaires digitaux ont investigué ce problème et le message de fusion devrait maintenant apparaitre. Vous allez retrouver ce message sous un des deux comptes de Vanessa Rioux-Ouellet et vous pouvez cliquer sur ce bouton pour compléter la fusion.

 

Si vous avez des autres questions concernant l’Espace Affaires, n’hésitez pas à répondre à ce courriel et nous pourrons vous assister.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 3, 2025 1:42 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission-24487980

This is an alert to let you know that Patricia (patricia@ groupezelta. com) has submitted a merge issue. Client details: First name: Vanessa Middle name (if applicable): Last name: Rioux-Ouellet DOB: 26 août 1991 Policy Number(s): 69084105T,69084106C,69084107C,69084108C,F010642312,F071761051,F697436166,F717826189,F744998383
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Patricia (patricia@groupezelta.com) has submitted a merge issue.
 
Client details:
First name: Vanessa
Middle name (if applicable): 
Last name: Rioux-Ouellet
DOB: 26 août 1991
Policy Number(s): 69084105T,69084106C,69084107C,69084108C,F010642312,F071761051,F697436166,F717826189,F744998383
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000CEIk9QAH/vanessa-riouxouellet
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000eR2BiYAK/vanessa-riouxouellet?tabset-15dae=3
URL 3: 
URL 4: 
Additional details: j'ai cliqué par erreur sur NE PAS FUSIONNÉ",True,2025-12-12T15:44:55.000+0000,False,False,005OH000002iN7pYAE,2025-12-12T15:06:28.000+0000,005OH00000AZ3ZxYAL,2025-12-16T16:42:28.000+0000,005OH000002iN7pYAE,2025-12-16T16:42:28.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfurtYAA,False,,24487791,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:02:46.000+0000,False,False,0050A000000WjqvQAC,2025-12-12T15:02:46.000+0000,0050A000000WjqvQAC,2025-12-12T15:02:47.000+0000,0050A000000WjqvQAC,2025-12-12T15:02:47.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfvEbYAI,False,,24493813,0030A0000029epkQAA,0010A000002w35MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T16:48:38.000+0000,False,False,005OH00000BTQdVYAX,2025-12-12T16:48:38.000+0000,005OH00000BTQdVYAX,2025-12-12T16:48:38.000+0000,005OH00000BTQdVYAX,2025-12-12T16:48:38.000+0000,(450)372-5650,,camille.fortier@edwardjones.com,(877)335-0682,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfvcfYAA,False,,24487888,003G0000018f71UIAQ,0010A000002wP4oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-12-12***
User wanted to disconnect Authenticator.
DDS failed authentication so DDS referred user to Contracts & Licensing to obtain advisor code.
 
================================================================================
****Email Chain**
Hello Gerard,

It was a pleasure speaking to you earlier regarding your Authenticator issue. We’re sorry we couldn’t authenticate you to complete your Authenticator disconnect. Please contact contracts&compensation@canadalife.com and they would be able to provide you with all your advisor codes. Once you have those codes, feel free to give us a call back so we can complete our authentication process, and we would be able to disconnect your Authenticator.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T15:25:49.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T15:04:42.000+0000,005OH00000AX0rVYAT,2025-12-12T15:25:49.000+0000,005OH00000AX0rVYAT,2025-12-12T15:25:49.000+0000,(709)690-7458,(709) 690-7458,gerard.nash@principalplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfwKQYAY,False,,24490506,0030A0000029YaMQAU,0010A000002vxyfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account Unlock,Medium,"NAME: CRAIG HEERING 
ADVISOR OR SUPPORT STAFF: 
ADVISOR CODE: 34086
PHONE: +1 604-618-2532 
EMAIL: craigheering@dccnet.com 
 
ISSUE: 
User was getting error code W1283
 
AUTHENTICATION (If Required):
KB0021888
 
FINDINGS:
Found that the user’s account is locked on SF user detail page
 
TROUBLESHOOTING/RESOLUTION:
I authenticated user so that they can log in
They didn’t have the password anymore 
Sent them a reset password link to a change password.
 
EMAIL:
 
--------------------------------------***DDS DEC/12/2025***--------------------------
Hello Craig,
Thank you for contacting Workspace Support about Accessing your account.
On the call today. We found that your account was locked which was why you were having trouble logging in. I was able to unlock the account to give you access again which was successful.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-12T16:01:42.000+0000,False,False,005OH00000BGf2TYAT,2025-12-12T15:53:16.000+0000,005OH00000BGf2TYAT,2025-12-12T16:01:42.000+0000,005OH00000BGf2TYAT,2025-12-12T16:01:42.000+0000,(604)943-9229,(604) 618-2532,craigheering@dccnet.com,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfworYAA,False,,24488109,003OH00000FbP8bYAF,001OH00000JRmnJYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA RESET,Medium,"user change her phone and request to reset her Mfa,
Authneticated User disconnect and reconnect MFA
KB0020738

email===========================================================================
Bonjour Melodie,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre soucis l’authentificateur, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons déconnecté avec succès votre ancienne connexion d’authentificateur et reconnecter l’authentificateur avec votre nouveau cellulaire.

Vous avez pu accéder à votre compte avec succès

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T15:25:02.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-12T15:09:01.000+0000,005OH00000AZ3ZxYAL,2025-12-12T15:25:02.000+0000,005OH00000AZ3ZxYAL,2025-12-12T15:25:02.000+0000,(514)473-2628,,melodielevesque27@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfy18YAA,False,,24492725,003G0000018f7gAIAQ,0010A000002wPmjQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T16:31:33.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T16:31:33.000+0000,005G0000002gxxjIAA,2025-12-12T16:31:33.000+0000,005G0000002gxxjIAA,2025-12-12T16:31:33.000+0000,(450) 743-3357,(450) 561-5463,info@jfgagne.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfyHEYAY,False,,24490330,0030A0000029lJYQAY,0010A000002w8URQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:49:37.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T15:49:37.000+0000,005G0000002gxxjIAA,2025-12-12T15:49:38.000+0000,005G0000002gxxjIAA,2025-12-12T15:49:38.000+0000,(450)654-4500,514-917-2345,manon.brisson@groupegmb.com,(450)654-4677,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfynTYAQ,False,,24488868,003OH00000SRNGcYAP,001OH00000YcYgUYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advice Canada,Medium,"Advisor is having issues accessing advice Canada.
********
Hi  Brady , thank you for contacting the workspace support today.
To recap our call, you had some issues accessing advice Canada. I did some troubleshooting, and we access it through workspace, and you bookmarked the link. Try to clear your history once a week in order not to get any website errors.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T15:36:32.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T15:23:19.000+0000,005OH00000BFQFCYA5,2025-12-12T15:36:32.000+0000,005OH00000BFQFCYA5,2025-12-12T15:36:32.000+0000,(705)707-5574XExt205,,brady@llpg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hfzrcYAA,False,,24490151,0030A0000029cRDQAY,0010A000002w1BBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:46:24.000+0000,False,False,00516000007Qeg2AAC,2025-12-12T15:46:24.000+0000,00516000007Qeg2AAC,2025-12-12T15:46:25.000+0000,00516000007Qeg2AAC,2025-12-12T15:46:25.000+0000,(416)537-2337,(416) 537-2337,jyepremian@insurer.com,(416)613-1295,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg02sYAA,False,,24489057,0030A00000BgkRnQAJ,0010A00000CGxETQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:26:59.000+0000,False,False,005OH000002N6huYAC,2025-12-12T15:26:59.000+0000,005OH000002N6huYAC,2025-12-12T15:27:00.000+0000,005OH000002N6huYAC,2025-12-12T15:27:00.000+0000,(450)928-1321,514 444 1439,frederik@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg0itYAA,False,,24490413,0030A0000029lJYQAY,0010A000002w8URQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:51:21.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T15:51:21.000+0000,005G0000002gxxjIAA,2025-12-12T15:51:21.000+0000,005G0000002gxxjIAA,2025-12-12T15:51:21.000+0000,(450)654-4500,514-917-2345,manon.brisson@groupegmb.com,(450)654-4677,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg1BvYAI,False,,24490486,0030A0000029XtPQAU,0010A000002vxPMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:52:48.000+0000,False,False,005OH000007fgYjYAI,2025-12-12T15:52:48.000+0000,005OH000007fgYjYAI,2025-12-12T15:52:48.000+0000,005OH000007fgYjYAI,2025-12-12T15:52:48.000+0000,,(514) 824-8837,tonycesta56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg1GhYAI,False,,24488883,003G0000018f6dLIAQ,0010A000002wObWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:23:35.000+0000,False,False,0050A000000WjqvQAC,2025-12-12T15:23:35.000+0000,0050A000000WjqvQAC,2025-12-12T15:23:35.000+0000,0050A000000WjqvQAC,2025-12-12T15:23:35.000+0000,(613)537-5252,(613) 551-5360,mike@whaleyassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg3K5YAI,False,,24489123,0030A000008QMOJQA4,0010A000009JkGfQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Email address,Medium,"KB0023058  - Authenticated and updated email 


Old Email: vikashjain68@gmail.com 
New Email: vj.sigma@outlook.com
Code: H6900

*******************************************************
Good morning, Vikash

Thank you for contacting the Workspace Support Team, it was great speaking to you today regarding your email update!

I’m glad I was able to assist you with updating your email from your previous, vikashjain68@gmail.com to you new outlook one. 

If you have any questions or need any further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T15:39:09.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T15:28:21.000+0000,005OH00000BG5v4YAD,2025-12-12T15:39:10.000+0000,005OH00000BG5v4YAD,2025-12-12T15:39:10.000+0000,(647)535-5068,,vj.sigma@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg4D5YAI,False,,24497157,003OH00000NnSZ8YAN,001OH00000SuN5MYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:41:31.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T17:41:31.000+0000,005OH00000BfonJYAR,2025-12-12T17:41:32.000+0000,005OH00000BfonJYAR,2025-12-12T17:41:32.000+0000,(604)798-4007,,clarkieandcobooks@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg4UiYAI,False,,24492422,003G0000018f6ZKIAY,0010A000002wOWPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Bob,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
PWF6SB7TXA

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Bob,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Robert Pride
Code: 08330

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to bob@mcphailfinancial.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T16:27:04.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T16:27:04.000+0000,005OH0000071DK9YAM,2025-12-12T16:27:04.000+0000,005OH0000071DK9YAM,2025-12-12T16:27:04.000+0000,(905)964-2291,(905) 964-2291,bob@mcphailfinancial.ca,(289)956-0163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg4WKYAY,False,,24490673,0035o000007DQrLAAW,0015o000007tPmvAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Caller Name: RUIHUA CHEN
Advisor or support staff: Advisor 
Advisor Code: H6436 MGA and H4934 and E5820
Advisor Name: RUIHUA CHEN	
Phone: (437) 848-1383sd
Email: fionacrh@hotmail.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: trying to register for Workspace for the last year.

FINDINGS:
TEST DUMMY USER FOR ALIAS E5820
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o0000028irVAAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000007DXuiAAG%26cntc%3D0035o000007DXuiAAG%26id%3D0055o0000028irVAAQ

Siebel shows activation code 1-1EROAOB >RHCHEN2025
checked isam, rhChen2025@clext is tied fiona@egeinsurance.com to and locked. 

RESOLUTION:  as the user id locked, followed KB0020858. already verified.   MGA - Validated users full name and Compensation Code
did a log me in session. 
she confirmed she has access to fiona@egeinsurance.com when probed if she had any other emails.

as she didn't know the user ID followed KB0022055
had her go to https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
to prompt click forgot user id without telling her. had her try both emails. it worked with her fiona@egeinsurance.com but nothing received

Note to me: I must had missed hearing her say the user ID she's now noted it RHCHEN2025

continued with KB0020858. 
she didn't want to setup the log me in in
unlocked gave Canada@2025
she then updated her password.
proceeded to register for Workspace and setup Microsoft Authenticator
had her sign out/back in to test with success. 

--------------------------------------***DDS  12/12/2025***--------------------------
Hello Ruihua,

Thank you for contacting Workspace Support today regarding your MGA Workspace registration access.

It was a pleasure speaking to you today.

To recap, during our call/log me in session, we completed verification, unlocked your User ID RHCHEN2025@clext. I had you update the password for the User ID.

You were then able to proceed with the Workspace registration.

I had you setup the Multi Factor Authentication connected your Microsoft authenticator app and you were able to login successfully to Workspace.
 
We made sure to test by logging out and back in. Don’t hesitate to reach out if there is anything I can assist with in the future, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-12T16:54:27.000+0000,False,False,005OH00000AUS7aYAH,2025-12-12T15:56:30.000+0000,005OH00000AUS7aYAH,2025-12-12T16:54:27.000+0000,005OH00000AUS7aYAH,2025-12-12T16:54:27.000+0000,(437)848-1383,,fionacrh@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg4WPYAY,False,,24492826,0030A0000029dt5QAA,0010A000002w2JTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Policy,Medium,"User is indicating that they received a Policy but they have no records of it. The name of the account owner is ""Timothy Van Haltern"", which they do take care of all Van Haltern accounts.  

Code: D8770
Email: policyservice@brianlaundry.com
Policy: 02715817

**************************************************************************
Good morning, Laura 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the policy you received!

As indicated over the phone you will need to contact the Client services at 1-888-252-1847 to get more information regarding the policy you provided (02715817). 
I would also suggest the advisor, Brian to sign in to his Workspace account and search for the policy number, he can do so on the top right hand search bar. If he is having any difficulties find the policy, he can give us a call, and we can assist accordingly. 

If you have any questions or need any further assistance, we’re here to help.
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T16:51:42.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T16:32:56.000+0000,005OH00000BG5v4YAD,2025-12-12T16:52:09.000+0000,005OH00000BG5v4YAD,2025-12-12T16:52:09.000+0000,(905)632-7060,,brian@brianlaundry.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg4bCYAQ,False,,24492171,0035o000004xXH9AAM,0015o000005W7hrAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: TAMARA PALS 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: ll30262/D9742 
PHONE: +12508992337 
EMAIL: tamara@clearworthfinancial.ca 
 
ISSUE: 
User is trying to link their MGA workspace to advice Canada 
 
AUTHENTICATION (If Required):
 KB0020858 
Authenrticated user as MGA advisor
December roattaing questions
 
FINDINGS:
User does not have an MGA account yet so they would need to create one
They are confusing the user ID for a workspace access.
 
TROUBLESHOOTING/RESOLUTION:
Reset password on ISAM to give user access to the user id
User was able to successfully update their password there.
Directed user to thew workspace page to then register for MGA workspace.
User was successfully able to register. 
They tried to sign in again and were getting an error message.
Advised user to clear cache and cookies and try again
 
EMAIL:
 
--------------------------------------***DDS DEC/12/2025***--------------------------

Hello Tamara,
Thank you for contacting Workspace Support about adding your MGA account to advice Canada.
On the call today, we determined you did not yet have an MGA workspace account to connect it to. So, on the call, we created an account an MGA workspace account for you and then linked it to your advice Canada account. In the future, you should be able to log into one of your workspace accounts and switch between advisor solutions and MGA clients
As mentioned, you can call back at your convenience to navigate any errors that you encounter with this process,
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 11:31 AM
To: Pals, Tamara <tamara@clearworthfinancial.ca>
Subject: User ID Access - 24492171
Hello Tamara,
Please visit the link below to reset your password for your User ID
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
User ID: TP-D9742@clext
Thank you.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-12T16:47:20.000+0000,False,False,005OH00000BGf2TYAT,2025-12-12T16:22:45.000+0000,005OH00000BGf2TYAT,2025-12-12T16:47:20.000+0000,005OH00000BGf2TYAT,2025-12-12T16:47:20.000+0000,(250)899-2337,,tamara@clearworthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg4zOYAQ,False,,24492522,003OH00000NZX3zYAH,001OH00000Sd3nnYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace registration,Medium,"AYSHA KHATOON

Advisor needed help for workspace registration but they couldn't confirm their advisor code. They are advised to contact distribution methodology team to get advisor code.

Hello Ayesha,

Thank you for calling workspace support team today. 

In our today’s call, you needed assistance for workspace registration. You could not confirm your advisor code for the authentication questions. Please send an email to Distribution_Methodology@canadalife.com to get your advisor code. Once you have this, please give us a call and we will be happy to assist you.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T16:39:34.000+0000,False,False,005OH00000BFiyTYAT,2025-12-12T16:28:31.000+0000,005OH00000BFiyTYAT,2025-12-12T16:39:34.000+0000,005OH00000BFiyTYAT,2025-12-12T16:39:34.000+0000,(647)648-0907,,akhatoon@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg7KUYAY,False,,24490047,0030A0000029lF6QAI,0010A000002w8QOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect preferences issue,Medium,"ASA-sandy jelly
Advisor-MYLEs rempel
41956
ASA called in beacuse they were trying to edit preferences in simple protect but system doesn't allow them to do so They are advised that advisor will be able to add preferences and they can register for workspace.

Hello Myles,

I hope you are doing well. Today, I received a call from your support staff member Sandy jelly. They were trying to edit preferences in simple protect but they won’t be able to make those changes, you will have to register for workspace account and then you can make changes. To register for workspace, please send an email to Distribution_Methodology@canadalife.com to get your activation code. Once you have the activation code, please visit Sign in | Canada Life for User Id registration. After 48 hours waiting period, you can register for workspace on Advisor Workspace Login – Canada Life. If you need any assistance, please feel free to reach out.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T16:15:35.000+0000,False,False,005OH00000BFiyTYAT,2025-12-12T15:44:49.000+0000,005OH00000BFiyTYAT,2025-12-12T16:15:35.000+0000,005OH00000BFiyTYAT,2025-12-12T16:15:35.000+0000,(403)228-7966,,tsfinancial@gmail.com,(403)229-2250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg8I9YAI,False,,24490115,0030A0000029UfjQAE,0010A000002vukPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:45:51.000+0000,False,False,005OH000004oiYEYAY,2025-12-12T15:45:51.000+0000,005OH000004oiYEYAY,2025-12-12T15:45:51.000+0000,005OH000004oiYEYAY,2025-12-12T15:45:51.000+0000,(519)946-9977,,mark@financialhealthworks.com,(519)946-9978,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg9J7YAI,False,,24493123,0031600002ISyDdAAL,0010A000002wNNOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T16:37:13.000+0000,False,False,005OH000004pk06YAA,2025-12-12T16:37:13.000+0000,005OH000004pk06YAA,2025-12-12T16:37:14.000+0000,005OH000004pk06YAA,2025-12-12T16:37:14.000+0000,(647)381-8243,(647) 381-8243,marc@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg9KhYAI,False,,24491531,003G0000018f6iLIAQ,0010A000002wOiaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations access,Medium,"*** DDS Dec 12th, 2025 ***
User cannot access PI. Authenticated with rotation 2, set temp password for @clext (locked) and @llext (for PI access) and helped user reset both passwords. Access to PI successful. KB0020858  followed.
=================
Good morning Jessica,

It was a pleasure speaking with you today and helping you access Product Illustrations.

During our call I set up a temporary password for your username and helped you reset it in order to access Product Illustrations.

I’m glad I was able to assist you today accessing PI. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-12T16:27:34.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T16:11:34.000+0000,005OH00000AbJ7aYAF,2025-12-22T15:17:24.000+0000,005OH00000AbJ7aYAF,2025-12-22T15:17:24.000+0000,(514)931-4242X4238,(514) 699-5220,jessica.laoun@elevationsfinancieres.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg9cPYAQ,False,,24490378,0030A0000029lJYQAY,0010A000002w8URQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:50:37.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T15:50:37.000+0000,005G0000002gxxjIAA,2025-12-12T15:50:38.000+0000,005G0000002gxxjIAA,2025-12-12T15:50:38.000+0000,(450)654-4500,514-917-2345,manon.brisson@groupegmb.com,(450)654-4677,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hg9vmYAA,False,,24491270,003OH00000M91riYAB,001OH00000QuxDJYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign into workspace.
**************",True,2025-12-12T16:17:55.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T16:07:04.000+0000,005OH00000BFQFCYA5,2025-12-14T13:38:33.000+0000,005OH00000BFQFCYA5,2025-12-14T13:38:33.000+0000,(306)222-2072,,brenda.rebeyka@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgA5TYAU,False,,24491962,0030A0000029aqWQAQ,0010A000002vzuRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace access,Medium,"****DDS****December 12, 2025

Using inquired about the TPA form and access. Form was sent.
=================================================================

****Email Chain****

Hello Stephanie,

Yes, you will follow the same procedure. I have attached the TPA form for your convenience. Please have your aligned advisors’ fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Stephanie Ruston <Stephanie.Ruston@manulifewealth.ca> 
Sent: December 11, 2025 1:03 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1418510 - Phone Call Follow-Up

Good afternoon, Around this time last year I made an inquiry on behalf of the advisors to find out if it was possible to give myself and the other administrative assistant in our office our own logins for Workspace. The below email was sent
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Good afternoon,

Around this time last year I made an inquiry on behalf of the advisors to find out if it was possible to give myself and the other administrative assistant in our office our own logins for Workspace.  The below email was sent to me with what would be required to set this up.  Could you please tell me if this is still the proper procedure and if the form sent to me is current.

Regards,
Stephanie Ruston for Mona Anthony CFP® and Alana Wiper CFP®

 

 
NOTICE: This message is only to be read by the addressee and is not for public distribution.  The sender is not responsible for distribution of this message beyond the addressee intended.  All information in this message is confidential to the addressee and should be treated as such.  If you prefer not to receive future emails, CLICK HERE
 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: November 22, 2024 1:55 PM
To: Stephanie Ruston <Stephanie.Ruston@manulifewealth.ca>
Subject: INC1418510 - Phone Call Follow-Up

Hello Stephanie,

This is Samantha following up on our phone call regarding Workspace access.

You will need Third Party Access (TPA) to your advisors’ code(s) to have access to their Book of Business in Workspace. I have attached the TPA form for your convenience. Please have your aligned advisors’ fill it out and send it to Distribution Methodology at distribution_methodology@canadalife.com. 
 
Once Distribution Methodology processes this form, you should be able to register for Workspace and access your advisors’ clients on the platform.

If there is anything else we can assist you with, please do not hesitate to reach out.
 
Please take less than 30 seconds to rate the service I've provided you with today and let me know if my customer service has met your expectations survey.  I appreciate your feedback in advance😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Digital Enablement 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T16:20:38.000+0000,False,False,005OH000002iN7pYAE,2025-12-12T16:19:09.000+0000,005OH000002iN7pYAE,2025-12-12T16:20:38.000+0000,005OH000002iN7pYAE,2025-12-12T16:20:38.000+0000,(519)326-9919,,mona.anthony@manulifesecurities.ca,(519)326-6165,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgAqJYAU,False,,24493046,003G0000018f6mvIAA,0010A000002wOodQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Bill,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
XHLAIDRWEP

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Bill,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: William Gibbs
Code: 22903

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to bill@billgibbs.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T16:36:01.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T16:36:01.000+0000,005OH0000071DK9YAM,2025-12-12T16:36:01.000+0000,005OH0000071DK9YAM,2025-12-12T16:36:01.000+0000,(519)732-5320,,bill@billgibbs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgBMTYA2,False,,24490784,0030A000002aJXSQA2,0010A000003LUphQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T15:58:12.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T15:58:12.000+0000,005G0000002gxxjIAA,2025-12-12T15:58:12.000+0000,005G0000002gxxjIAA,2025-12-12T15:58:12.000+0000,(514)426-0886,(514) 713-2600,ryan.mclaughlin@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgCQgYAM,False,,24491863,0030A0000029evgQAA,0010A000002w39vQAA,,,,,,,0125o0000004MjyAAE,Open,,Phone,,,Medium,"The customer is a former 21-year employee of Canada Life who was recently bought out due to a reorganization. The customer needs help understanding their retiree benefits plan, specifically the 'Freedom package' that provides additional coverage beyond the standard retiree plan. The customer had previously left a message 2.5 weeks ago but did not receive a callback, which the customer found unacceptable. The agent will escalate the request to a specialized consultant who can provide more details on the retiree benefits plan and ensure the customer receives a callback (ai generated).",False,,False,False,005OH000006wbdFYAQ,2025-12-12T16:17:38.000+0000,005OH000006wbdFYAQ,2025-12-12T16:27:55.000+0000,005OH000006wbdFYAQ,2025-12-12T16:27:55.000+0000,(613)226-1021,,,(613)226-3516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wbdFYAQ,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgCnGYAU,False,,24493242,0030A0000029dcCQAQ,0010A000002w26WQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace access,Medium,"******DDS**** 12/12/2025
User needed assistance accessing workspace, DDS assisted user with a password reset. 

ref: KB0021888

*****email chain*****

Hello Barry, 

    Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T16:54:17.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T16:39:14.000+0000,005OH00000BFQFHYA5,2025-12-12T16:54:18.000+0000,005OH00000BFQFHYA5,2025-12-12T16:54:18.000+0000,(902)678-5974,,bhennigar@ipcsecurities.com,(902)542-8656,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgCyXYAU,False,,24492581,003G0000018f6ZaIAI,0010A000002wOWfQAM,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Investment Centre Access,Medium,"SL - Sent ticket for further investigation regarding SSO Issue INC1935838

***DDS 2025-12-12***
User was having issues accessing Investment Centre and was able to access it yesterday.
DDS advised user to clear cache and cookies and was still unable to access Investment Centre.
DDS escalated issue to L2 to create a SNOW ticket.

================================================================================

User's Name: Wayne Branchaud
Phone: 519-754-5040
Email: wayne@stepright.ca
SF ID: 0050A000001azM6QAI
Browser: Google Chrome
When did it work: Yesterday
 
================================================================================
****Email Chain**

Hello Wayne,

It was a pleasure speaking with you today regarding the issue with accessing Investment Centre.

During our call we confirmed that you had access yesterday and clearing the cache and cookies didn’t help resolve the issue. We’ve escalated a ticket to our digital lab for further investigation and an update will be provided as soon as we hear back from them.

Please note: Someone from their team may also reach out to you to troubleshoot and/or confirm correction.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas",False,,False,False,0050A000000qsPeQAI,2025-12-12T16:29:21.000+0000,005OH00000AX0rVYAT,2025-12-12T16:53:18.000+0000,0050A000000qsPeQAI,2025-12-13T02:01:59.000+0000,(519)448-3477,(519) 754-5040,wayne@stepright.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgDg6YAE,False,,24498169,0030A0000029YrdQAE,0010A000002vyDWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:56:04.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T17:56:04.000+0000,005OH00000BfjndYAB,2025-12-12T17:56:05.000+0000,005OH00000BfjndYAB,2025-12-12T17:56:05.000+0000,(604)795-5566,,andrew.riley@manulifesecurities.ca,(604)795-5365,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgEYsYAM,False,,24492353,0030A0000029hyUQAQ,0010A000002w5l3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T16:26:00.000+0000,False,False,005OH000007fgYjYAI,2025-12-12T16:26:00.000+0000,005OH000007fgYjYAI,2025-12-12T16:26:00.000+0000,005OH000007fgYjYAI,2025-12-12T16:26:00.000+0000,(819)303-0801,819-930-2165,antoine.chabot@chabotservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgEfNYAU,False,,24495916,0030A0000029mPbQAI,0010A000002w9PPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 12 2025

Good Day everyone, 

It appears that the GWL code provided is aligned to a group code, which is currently sent to the owner of the advisor code only.

For any completed third-party access forms, please reach out to the Distribution Methodology team for further assistance. Their email is Distribution_Methodology@canadalife.com.

For now, I will be sending any listing we can find directly to Paul.

Best regards,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

    
Wilfredy
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Paul Orfali <paul.orfali@gmail.com> 
Sent: December 4, 2025 5:56 PM
To: Ledoux, Josee <Josee.Ledoux@canadavie.com>; BusinessReporting <BusinessReporting@canadalife.com>
Cc: Rondeau, Karen <Karen.Rondeau@canadavie.com>
Subject: [EXT] Paul Orfali - 697578 - Great-West life - case 24281820

I am requesting a complete list of my clients with Great-West Life.   My assistant, Niyonkuru Lydia, will be handling this request on my behalf. Please send the information to the office email address: info@ moneyadvisors. ca.   My personal email
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am requesting a complete list of my clients with Great-West Life.
 
My assistant, Niyonkuru Lydia, will be handling this request on my behalf. 
Please send the information to the office email address: info@moneyadvisors.ca.
 
My personal email is: paul.orfali@gmail.com
 (or paulorfali@gmail.com) for your reference.


 
Thank you for your assistance.
 

 
PAUL ORFALI
MGA, EPC
Financial, Insurance and Mortgage Services.
Mobile: 613-266-1564
Office:  613-695-7526
Fax:      613-695-7527",True,2025-12-12T17:22:17.000+0000,False,False,005OH000002iN7rYAE,2025-12-12T17:22:17.000+0000,005OH000002iN7rYAE,2025-12-12T17:22:17.000+0000,005OH000002iN7rYAE,2025-12-12T17:22:17.000+0000,(613)266-1564,,paul.orfali@gmail.com,(613)695-7527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgGpDYAU,False,,24495942,0030A0000029eSUQAY,0010A000002w2oTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - MFA,Medium,"KB0022951 - User having issues using Salesforce MFA, notification was turned off. 

Email: andrejfrazer@yahoo.ca 

****************************************************************
Good afternoon, Andre

Thank you for contacting the Workspace Support Team, it was great speaking with you today!

I’m glad I was able to assist you with turning on your notification for your Salesforce authenticator. During Workspace login it will request a confirmation through the Salesforce Authenticator on your mobile device. 

If you have any questions or have need any further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T17:33:07.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T17:22:38.000+0000,005OH00000BG5v4YAD,2025-12-12T17:33:08.000+0000,005OH00000BG5v4YAD,2025-12-12T17:33:08.000+0000,(604)716-5682,,andrejfrazer@yahoo.ca,(888)666-9285,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgGxHYAU,False,,24493275,0030A0000029Zu8QAE,0010A000002vz8DQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect,Medium,"Advisor is having an issue with applications.
*********
Hi Russell , thank you for contacting the workspace support today.

To recap our call, you were completing a simple protect application however the beneficiary DOB was incorrect , to update that you will have to start a new application.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T16:53:50.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T16:39:50.000+0000,005OH00000BFQFCYA5,2025-12-12T17:05:02.000+0000,005OH00000BFQFCYA5,2025-12-12T17:05:02.000+0000,(905)333-3335,,russell.mationg@ig.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgIuGYAU,False,,24493854,0030A0000029epkQAA,0010A000002w35MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T16:49:18.000+0000,False,False,005OH00000BTQdVYAX,2025-12-12T16:49:18.000+0000,005OH00000BTQdVYAX,2025-12-12T16:49:18.000+0000,005OH00000BTQdVYAX,2025-12-12T16:49:18.000+0000,(450)372-5650,,camille.fortier@edwardjones.com,(877)335-0682,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgKMhYAM,False,,24499623,0035o000005m4ylAAA,0015o000006KSjMAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:18:32.000+0000,False,False,005G0000002gyDJIAY,2025-12-12T18:18:32.000+0000,005G0000002gyDJIAY,2025-12-12T18:18:32.000+0000,005G0000002gyDJIAY,2025-12-12T18:18:32.000+0000,(306)986-9333,,terry.garrett@mcgregorfinancial.ca,(306)986-9340,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgKpgYAE,False,,24498569,003G0000018f6h0IAA,0010A000002wOhGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,S0003936P ownership has been transferred to the clients corporation But still shows under her personal client name.,Medium,"***DDS*** 12/15/25
Name: Arlene Kipling
Phone:
Agent code: F2164
Reference: Call assist

Hello Arlene,

Thank you for the information, I am unable to find the service request for this transfer on my end.

Please contact Client Service as they can see more in regards to policies and transfer requests 1-888-252-1847 or go to Advisor Support Chat in Workspace to confirm that the transfer was successful and that the policy should now show under the organization record. 

https://workspace.canadalife.com/workspace/s/relay-chat


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Arlene Kipling <arlene@KiplingFinancial.com> 
Sent: December 13, 2025 12:39 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 24498569 - RE: ownership Gestion Laurie Dunbar Inc. S0003936P

Hello I was in contact with Arnaud Rossi from Canada Life, and the transfer was submitted on November 17th 2025 with him directly. Thanks,Arlene From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: December 12, 2025 1: 24 PM
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello I was in contact with Arnaud Rossi from Canada Life, and the transfer was submitted on November 17th 2025 with him directly.  
Thanks,Arlene




***DDS*** 12/12/25
Name: Arlene Kipling 
Phone:
Agent code: F2164

Hello Arlene,

Thank you for contacting the Workspace support group regarding policy S0003936P still shows under her personal client’s name..

When did you submit the ownership to be transferred to the corporate account?
Where and how did you submit this request?
Did you receive confirmation this request was processed?
Can you provide us with the document that was submitted?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Arlene Kipling <arlene@KiplingFinancial.com> 
Sent: December 10, 2025 11:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] ownership Gestion Laurie Dunbar Inc. S0003936P
Importance: High

Hello, hope you are doing well. I am looking on Workspace and I see the life insurance policy S0003936P ownership has been transferred to the clients corporation though does not show under her corporate client account when I am searching. It
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, hope you are doing well.
I am looking on Workspace and I see the life insurance policy S0003936P ownership has been transferred to the clients corporation though does not show under her corporate client account when I am searching.  It still shows under her personal client name.  Will this be updated?

=Arlene Kipling , A.V.A, , Pl. Fin, R.I.S. / CLU, F.Pl., R.I.S.
Conseiller en sécurité financière / Financial security advisor
Conseiller en assurance et rentes collectives / Advisor in group insurance and group-annuity plans
Représentant en investissement / Investment representative
cellulaire: 514-242-9648 fax:514-931-9553",True,2025-12-12T18:22:22.000+0000,False,False,005OH00000BGeeHYAT,2025-12-12T18:02:06.000+0000,005OH00000BGeeHYAT,2025-12-15T13:22:37.000+0000,005OH00000BGeeHYAT,2025-12-15T13:22:37.000+0000,(514)242-9648,(514) 242-9648,arlene@kiplingfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgKzJYAU,False,,24496820,0030A0000029cnaQAA,0010A000002w1PjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:36:02.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T17:36:02.000+0000,005OH00000BfjndYAB,2025-12-12T17:36:03.000+0000,005OH00000BfjndYAB,2025-12-12T17:36:03.000+0000,(416)795-1224,,dgulko@integriscu.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgL5mYAE,False,,24499298,0030A00000CSJ4DQAX,0010A00000D3Fx2QAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Shaun,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
KAF5FRMA4T

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Shaun,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Shaun Denny
Code: 35949, 39612

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to shaun@tcwealth.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T18:13:39.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T18:13:39.000+0000,005OH0000071DK9YAM,2025-12-12T18:13:39.000+0000,005OH0000071DK9YAM,2025-12-12T18:13:39.000+0000,(780)459-5353,,shaun@tcwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgLiXYAU,False,,24497213,0030A000002QCT1QAO,0010A000003Cjt5QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password reset,Medium,"Advisor is unable to sign into their product illustration.
************
Hi Brandon , thank you for contacting the workspace support today.

To recap our call, you needed a password reset for your product illustration. We were able to complete that today and you can now sign in.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T17:50:05.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T17:42:14.000+0000,005OH00000BFQFCYA5,2025-12-12T17:52:52.000+0000,005OH00000BFQFCYA5,2025-12-12T17:52:52.000+0000,(705)806-8341,(705) 919-6934,brandon@monahanfinancial.ca,(705)805-7806,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgMOPYA2,False,,24494599,0035o000004xXH9AAM,0015o000005W7hrAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1911 (Advice Canada),Medium,"KB0022413- KB0017399 (ERR-W1283 on direct Workspace) - self guided user to reset password  

Email: tamara@clearworthfinancial.ca 

**************************************************************************
Good afternoon, Tamara

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Advice Canada!

I’m glad I was able to assist you by guiding you to the self guided option to reset your direct Workspace account so you can sign in through all your portals.

If you have any question or need any further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T17:14:10.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T17:01:09.000+0000,005OH00000BG5v4YAD,2025-12-12T17:14:32.000+0000,005OH00000BG5v4YAD,2025-12-12T17:14:32.000+0000,(250)899-2337,,tamara@clearworthfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgMbKYAU,False,,24498412,0031600002ISxAiAAL,0010A000002wNN4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:59:54.000+0000,False,False,0050A000000WjqvQAC,2025-12-12T17:59:54.000+0000,0050A000000WjqvQAC,2025-12-12T17:59:55.000+0000,0050A000000WjqvQAC,2025-12-12T17:59:55.000+0000,(613)267-3550,(613) 539-0465,nicholas@twealthsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgN2mYAE,False,,24500268,003OH00000TE1DFYA1,001OH00000ZaQQ4YAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:28:39.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T18:28:39.000+0000,005G0000002gxxjIAA,2025-12-12T18:28:40.000+0000,005G0000002gxxjIAA,2025-12-12T18:28:40.000+0000,(450)626-2040,,matis.girouard@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgNXRYA2,False,,24498339,003G0000018f6RuIAI,0010A000002wOOFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:58:48.000+0000,False,False,0050A000000WjqvQAC,2025-12-12T17:58:48.000+0000,0050A000000WjqvQAC,2025-12-12T17:58:49.000+0000,0050A000000WjqvQAC,2025-12-12T17:58:49.000+0000,(613)267-3550,,dave@twealthsolutions.ca,(613)267-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgOTVYA2,False,,24499100,003G0000018f7NhIAI,0010A000002wPTLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 12th, 2025 ***
User needs to reset MFA. Authenticated with rotation 2, disconnected previous link and helped connect Microsoft Authenticator. Sign in successful.
================
Good afternoon Thomas,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call, I disconnected the previous linked authenticator and helped you link a new Microsoft Authenticator. In the end, you signed in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-12T18:23:15.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T18:10:38.000+0000,005OH00000AbJ7aYAF,2025-12-12T18:23:15.000+0000,005OH00000AbJ7aYAF,2025-12-12T18:23:15.000+0000,(416)254-7128X132,(416) 720-7177,thomas.chau@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgOgLYAU,False,,24495598,0030A0000029mPfQAI,0010A000002w9PTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,How to cancel insurance,Medium,"*12/12*
----------------

Kasey Reiter 

d3697

directed to RSA

*email*
----------------

Good afternoon Kasey

Thank you for contacting The Workspace Support Team with your inquiry. 

The Workspace Support Team has very limited how-to information regarding applications, we are more for technical support within Workspace itself, we thought it would be better to direct your question towards your RSA or to the CSC, if you wanted to speak to someone immediately about it 1 888 252 1847. The RSA should be available from this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. If you have any other questions or concerns, please reply to this email or call us back.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T17:32:53.000+0000,False,False,005OH000008919xYAA,2025-12-12T17:17:23.000+0000,005OH000008919xYAA,2025-12-12T17:32:53.000+0000,005OH000008919xYAA,2025-12-12T17:32:53.000+0000,(250)793-9026,(250) 793-9026,nrclayson@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgP9OYAU,False,,24495035,0035o000003Gq68AAC,0015o000003uMSpAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration password reset,Medium,"******DDS**** 12/12/2025
User called requesting to update product illustration password. DDS authenticated and assisted

ref: KB0021888


******EMAIL CHAIN****
Hello Jillian, 

   It was a pleasure assisting you with your repnet password reset today. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T17:20:38.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T17:08:07.000+0000,005OH00000BFQFHYA5,2025-12-12T17:20:38.000+0000,005OH00000BFQFHYA5,2025-12-13T02:01:54.000+0000,(780)440-0733,,jillian@aspireplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgPNsYAM,False,,24503064,003G000001IjDqQIAV,0010A000002wSA8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Request for advisor registration information,Medium,"HO staff reached out asking for advisor's MGA code and activation code. Referred them to contact DM.

SF ID: 003OH00000UlcX3YAJ

===Email Chain===

Hello Jennifer,

Thank you for contacting Workspace Support regarding the advisor’s code and activation information.

The Workspace Support Team doesn’t provide this information to advisors or support staff. This information is sent from the Distribution Methodology Team. Please contact them by email at distribution_methodology@Canadalife.com. 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roe, Jennifer <Jennifer.Roe@advicecanada.com> 
Sent: December 12, 2025 12:12 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Michael Wellard Life Long Planning Group (LLPG) - Canada Life MGA Workspace

Hi there, 

Michael Wellard LL32418 was not provided with an Advisor Code, nor Activation Code to register for Canada Life MGA Workspace. 

Kindly provide to me, so that I am able to assist him in set up. 

Thank you, 

Jenn 

Jennifer Roe 

Business Development Consultant | Northern Ontario

Jennifer.Roe@advicecanada.com | 416-552-3743



In Partnership with

James Stewart

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908



 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-12T19:11:20.000+0000,False,False,0050A000000qsPeQAI,2025-12-12T19:11:20.000+0000,0050A000000qsPeQAI,2025-12-12T19:11:20.000+0000,0050A000000qsPeQAI,2025-12-12T19:11:20.000+0000,(705)707-5574X203,(705) 493-3729,michael@llpg.ca,(705)707-1018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgPm6YAE,False,,24495838,0030A0000029X0WQAU,0010A000002vwfjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration,Medium,"***DDS 2025-12-12***
User wanted to access an MGA policy.
DDS advised user to get advisor to complete MGA Workspace registration and referred user to DM to obtain their User ID and to complete TPA form for delegate access.
 
================================================================================
****Email Chain**
Hello Joanie,

It was a pleasure speaking to you regarding Ed’s MGA Workspace access. As discussed, we’ve included Distribution Methodology in this email chain to provide Ed with his MGA Workspace activation code. Additionally, please have Ed compete the attached Third Party Access form and send the completed document to Distribution_Methodology@canadalife.com so they can provide you with your own MGA Workspace access.

@Distribution Methodology Could you please provide Edgar Hickey with his activation code and registration letter for his MGA Workspace account linked to the code D4175?

@Hickey, Ed Once you have this activation code, you proceed with your MGA Workspace registration. If you have any questions about the process or require further assistance, feel free to reply to this email or give us a call at 1-800-475-7001 and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T17:34:18.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T17:20:52.000+0000,005OH00000AX0rVYAT,2025-12-12T17:35:08.000+0000,005OH00000AX0rVYAT,2025-12-12T17:35:08.000+0000,(902)431-5500,,ed@arbourwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgPqvYAE,False,,24496664,003OH00000DC8aIYAT,001OH00000GEGmwYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 12th, 2025 ***
User cannot log in. Authenticated with rotation 2, sent reset password link, password reset. But account got locked, so unlocked it and sign in was successful.
=================
Good afternoon Frankie,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call I helped you reset your password after unlocking your account. In the end, you signed in successfully.

I’m glad I was able to assist you today access your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-12T17:47:56.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T17:33:45.000+0000,005OH00000AbJ7aYAF,2025-12-12T17:47:57.000+0000,005OH00000AbJ7aYAF,2025-12-12T17:47:57.000+0000,(604)742-4039,,frankie.lachimea@navacord.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgPsUYAU,False,,24495851,0035o000007CPKCAA4,0015o000007sDLhAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Account Unlock,Medium,"NAME: JEFFREY JACQUES 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: E5512
PHONE: +1 250-598-9550 
EMAIL: jeffrey.jacques@edwardjones.com 
 
ISSUE: 
User is having trouble logging into their workspace account
 
AUTHENTICATION (If Required):
KB0021888 
Authenticated user as an MGA advisr
Asked two additional questions since they could not answer the last login question
-	Email 
-	Physical address
 
FINDINGS:
 user’s account is locked on SF
 
TROUBLESHOOTING/RESOLUTION:
 unlocked the account after authentication
User was able to reset the password and log in successfully.

 
EMAIL:
 
--------------------------------------***DDS DEC/12/2025***--------------------------
Hello Jeff,
Thank you for contacting Workspace Support about accessing your workspace account.
On this call, we were able to unlock your account and send you a reset password link for access. You confirmed that you were able to reset your password and get into your account before we ended the call.
As mentioned, please update your address through APEXA. If you do not have access to this, please contact your MGA.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-12T17:30:54.000+0000,False,False,005OH00000BGf2TYAT,2025-12-12T17:21:06.000+0000,005OH00000BGf2TYAT,2025-12-12T17:30:54.000+0000,005OH00000BGf2TYAT,2025-12-12T17:30:54.000+0000,(250)598-9550,(250) 882-9950,jeffrey.jacques@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgQ0ZYAU,False,,24494309,003OH00000DYVd7YAH,001OH00000HB2EXYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password Reset,Medium,"NAME: ADEKUNLE OWOEYE 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: LL18845/F7158 
PHONE: 
EMAIL: adekunle.owoeye@torusadvisorygroup.com 
 
ISSUE: 
User is having trouble getting the reset password link to access their account online
 
 
AUTHENTICATION (If Required):
KB0021888 
Authenticated user as adsl advisor
Passed authentiction
 
FINDINGS:
Sometimes, the delay in getting the password link can be linkced to the email provider.
Sometimes the issue can be resolved when the link is initiated from our end.
 
TROUBLESHOOTING/RESOLUTION:
I initiated the password reset link from our end on workspace to see if it makes a difference with the time he is receiving.
User confirmed they got the email while on the phone with them
User successfully reset the password
 
 
EMAIL:
 
--------------------------------------***DDS DEC/12/2025***--------------------------
Hello Adekunle,
Thank you for contacting Workspace Support about resetting your Workspace password.
On the call today, I sent you a reset password link to your email on file which was helpful in helping you reset your password and give you access to your account again. You confirmed on the call that you were able to log into your account again which resolved the issue you were facing.
If you have any more questions, please let me know.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-12T17:09:27.000+0000,False,False,005OH00000BGf2TYAT,2025-12-12T16:56:24.000+0000,005OH00000BGf2TYAT,2025-12-12T17:09:27.000+0000,005OH00000BGf2TYAT,2025-12-12T17:09:28.000+0000,(437)227-9558,,adekunle.owoeye@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgQFBYA2,False,,24498197,0030A000002sgemQAA,0010A000003da20QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:56:35.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T17:56:35.000+0000,005OH00000BfonJYAR,2025-12-12T17:56:36.000+0000,005OH00000BfonJYAR,2025-12-12T17:56:36.000+0000,(604)805-1748,,zazimullah@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgQOmYAM,False,,24495990,0031600002G7TyAAAV,0015o000008CysqAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:23:16.000+0000,False,False,005OH00000245RQYAY,2025-12-12T17:23:16.000+0000,005OH00000245RQYAY,2025-12-12T17:23:17.000+0000,005OH00000245RQYAY,2025-12-12T17:23:17.000+0000,450-420-2555,,louise@groupefinancierlgc.com,(450) 420-2221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgRXiYAM,False,,24495324,003G0000018f7IHIAY,0010A000002wPNXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign into workspace.
**************
Hi Michael    , thank you for contacting the workspace support today.

To recap our call, your workspace account was locked due to an error, I was able to unlock the account, and you had to reset the password to sign on. You signed on successfully and cleared your browsing history which should fix this error.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T17:25:39.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T17:12:52.000+0000,005OH00000BFQFCYA5,2025-12-12T17:25:39.000+0000,005OH00000BFQFCYA5,2025-12-12T17:25:39.000+0000,(905)599-4107,9055994107,mike@dorvalprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgRz7YAE,False,,24493756,0030A0000029e8zQAA,0010A000002w2Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T16:47:29.000+0000,False,False,005OH000004pk06YAA,2025-12-12T16:47:29.000+0000,005OH000004pk06YAA,2025-12-12T16:47:30.000+0000,005OH000004pk06YAA,2025-12-12T16:47:30.000+0000,(905)799-2470,416-300-7393,sandhumanjitsingh@yahoo.ca,(905)799-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgTHpYAM,False,,24499052,0035o000007ah1CAAQ,0015o000008HBQGAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy details Err P202,Medium,"*12/12*
----------------
cannot find a policy 
e6477
69091182c
directed to the search bar 
unable to see the policy details, getting err p202

*email*
----------------

Hello Jenny,

Thank you for your patience while our digital partners review the issue you had with accessing your client’s policy details.

The good news is that your client’s policy details are no accessible in Workspace. Log into Workspace at anytime to view.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 6:32 PM
To: jennysun@crius.ca
Subject: Error p202 INC1936011

Good afternoon Jenny, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You called us with an issue locating the policy in your Workspace, we were able to guide you to the search bar in the top right of the page and you were able to locate the policy. When you tried to view the policy details you received ERR P202. We have escalated this to our support team for resolution. They will follow up with you once the work is completed. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-30T15:09:27.000+0000,False,False,005OH000002iN7pYAE,2025-12-12T18:09:44.000+0000,005OH000008919xYAA,2026-01-30T15:09:27.000+0000,005OH000002iN7pYAE,2026-01-30T15:09:27.000+0000,(613)402-6188,,jennysun@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgUSRYA2,False,,24504357,003OH00000PUwxvYAD,001OH00000V1BXmYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Financial Horizon,Medium,"KB0023478- User inquiring about MFA/ sign in for Financial Horizon portal. 

Email: access@financialhorizons.com
******************************************************************
Good afternoon, Tim

Thank you for contacting the Workspace Support Team, it was great speaking with you today!

Regarding the Financial Horizon account/login you want to contact access@financialhorizons.com for assistance. 

If you have any questions or need any further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:38:31.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T19:30:52.000+0000,005OH00000BG5v4YAD,2025-12-12T19:39:21.000+0000,005OH00000BG5v4YAD,2025-12-12T19:39:21.000+0000,(519)518-2025X21,,tim@unityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgUgvYAE,False,,24496423,0030A0000029mPbQAI,0010A000002w9PPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 12 2025

Good Day Paul,

As requested, please find the client listing under the Great West Life code attached. The password to the document will be sent to you shortly.

As you may know, our team is required to encrypt these kinds of emails to ensure sensitive client data is protected. 

I would like to let you know there is a 30-second survey linked ahead. I would truly appreciate if you could complete the survey to let me know how I did today! 😊 Wealth support (swoogo.com)

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Thank you,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: BusinessReporting@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Paul Orfali <paul.orfali@gmail.com> 
Sent: December 4, 2025 5:56 PM
To: Ledoux, Josee <Josee.Ledoux@canadavie.com>; BusinessReporting <BusinessReporting@canadalife.com>
Cc: Rondeau, Karen <Karen.Rondeau@canadavie.com>
Subject: [EXT] Paul Orfali - 697578 - Great-West life - case 24281820

I am requesting a complete list of my clients with Great-West Life.   My assistant, Niyonkuru Lydia, will be handling this request on my behalf. Please send the information to the office email address: info@ moneyadvisors. ca.   My personal email
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am requesting a complete list of my clients with Great-West Life.
 
My assistant, Niyonkuru Lydia, will be handling this request on my behalf. 
Please send the information to the office email address: info@moneyadvisors.ca.
 
My personal email is: paul.orfali@gmail.com
 (or paulorfali@gmail.com) for your reference.


 
Thank you for your assistance.
 

 
PAUL ORFALI
MGA, EPC
Financial, Insurance and Mortgage Services.
Mobile: 613-266-1564
Office:  613-695-7526
Fax:      613-695-7527


Hi there!

As mentioned in my previous email, please find below your Excel password(s):

42389XTU

Please note that passwords are case sensitive. Again, this Password is not meant to be used to open the encrypted email, but for the Excel document within that email.

As a reminder, our team is required to encrypt the email with the password-protected Excel to ensure sensitive client data is protected. 

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Digital Enablement
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T17:29:57.000+0000,False,False,005OH000002iN7rYAE,2025-12-12T17:29:57.000+0000,005OH000002iN7rYAE,2025-12-12T17:29:57.000+0000,005OH000002iN7rYAE,2025-12-12T17:29:57.000+0000,(613)266-1564,,paul.orfali@gmail.com,(613)695-7527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgUydYAE,False,,24495314,0030A0000029V4fQAE,0010A000002vv70QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1506,Medium,"Caller Name: JOSEPH NAVERA bdm@mgacanada.com
Advisor or support staff: Advisor support
Advisor Code: E1191 MGA
Advisor Name: RACHHPAL PANJLA	
Phone: 
Email: rpanjla@gmail.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Joseph helping the advisor sign into Workspace
ERR-W1506

FINDING: ERR-W1506 - KB0020553  
test dummy user tied to a terminated adv code 98163
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001pdldAAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HEesAAG%26cntc%3D0035o000004HEesAAG%26id%3D0055o000001pdldAAA

checked Siebel 1-1R9WCL found RACHHPAL was created Dec 5
checked ISAM and found Rachhpal@clext is active and tied to his current email. he also knew the user name he created

RESOLUTION: SPOKE TO THE ADVISOR/AUTHENTICATED USING KB0021888. 
advised as per KB KB0020553 
 re-try the registration in 48-72 hours.
sent follow up with instructions.


--------------------------------------***DDS  12/12/2025***--------------------------
Hello Rachhpal,

Thank you for contacting Workspace Support today. It was a pleasure speaking to you.

You were attempting to sign into Workspace and receiving ERR-W1506, this error indicated you registered for both your User ID RACHHPAL and Workspace access the same day. 

As discussed, please allow 48hrs and then register for Workspace following the instructions below. 

Step 1: Click on the link Register
Step 2: Enter your RepNet/User ID and Password. 
Step 3: Enter your Comp code (for advisors).
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
Your account will be activated once the email is verified.
 
When you sign in, you will be prompted to setup Multifactor Authentication, select the method, Salesforce or Other. 
 
You will need to download an authenticator app on you phone if you do not already have one. You choose, Salesforce or Google or Microsoft Authenticator, scan the QR code to setup. If you need help with this, please do give us a call, thanks.
 
To log into Workspace, click on this link: https://workspace.canadalife.com

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-12T17:36:19.000+0000,False,False,005OH00000AUS7aYAH,2025-12-12T17:12:30.000+0000,005OH00000AUS7aYAH,2025-12-12T17:36:19.000+0000,005OH00000AUS7aYAH,2025-12-12T17:36:19.000+0000,(416)895-9899,,rpanjla@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgVJhYAM,False,,24498776,0031600002cHPJPAA4,0010A000002wOJyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Callum,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
Q97PESYWKE

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Callum,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Callum Sutherland
Code: ll35674

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to callum@csutherlandfinancial.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T18:05:22.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T18:05:22.000+0000,005OH0000071DK9YAM,2025-12-12T18:05:22.000+0000,005OH0000071DK9YAM,2025-12-12T18:05:22.000+0000,(613)748-3455,(613) 501-3055,callum@csutherlandfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgVOYYA2,False,,24497854,0030A0000029jS9QAI,0010A000002w6yIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application issue,Medium,"ROBERT G MCINTOSH

Advisor was trying to fill out simple protect application but they were not able to enter the postal code. They shared screen with me and realize they are entering the incorrect pattern. Issue was resolved.

Hello Robert,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.

In our today’s call, you were working on a life insurance application, and you could not enter the postal code. You shared your screen with me and then we realize that you were putting the postal code in incorrect pattern. You entered 0 instead of O and this allows you to fill out the application. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T18:14:46.000+0000,False,False,005OH00000BFiyTYAT,2025-12-12T17:51:46.000+0000,005OH00000BFiyTYAT,2025-12-12T18:14:46.000+0000,005OH00000BFiyTYAT,2025-12-12T18:14:46.000+0000,(514)620-0051,(514) 843-3960,robert.mcintosh@ipcc.ca,(514)620-8967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgWApYAM,False,,24495340,003OH00000M90MGYAZ,001OH00000QutOXYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W2302,Medium,"***2025/12/12***
 
 
==================================================================================
 
User's Name: Delroy David
Email: DDAVID@PRIMERICA.COM
Code: CG585, P4538
KBA: KB0023468  
Verification: Week 2 (Primerica/MGA, Advisor)
Notes: Unable to get password reset link to his email. Activated his Primerica but he potentially put in the wrong activation code. This a Breach.
 
==================================================================================
 
***Email Chain***
Hello _____,
 
Thank you for contacting Workspace Support regarding your __________ issue. This is a follow-up email to summarize what we accomplished on the phone together.",True,2025-12-12T17:13:03.000+0000,False,False,005OH00000BFPZIYA5,2025-12-12T17:13:03.000+0000,005OH00000BFPZIYA5,2026-01-09T18:12:52.000+0000,005OH000001yMujYAE,2026-01-09T18:12:52.000+0000,(289)943-7418,,ddavid@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgXGeYAM,False,,24497008,0030A0000029avlQAA,0010A000002vzz7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:39:18.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T17:39:18.000+0000,005OH00000BfjndYAB,2025-12-12T17:39:19.000+0000,005OH00000BfjndYAB,2025-12-12T17:39:19.000+0000,(250)782-7184,,office@tlcoe.com,(250)782-1158,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgYZNYA2,False,,24500829,0030A00000CkO72QAF,0010A00000DM433QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:37:00.000+0000,False,False,00516000007Qeg2AAC,2025-12-12T18:37:00.000+0000,00516000007Qeg2AAC,2025-12-12T18:37:01.000+0000,00516000007Qeg2AAC,2025-12-12T18:37:01.000+0000,(289)962-1425,(905) 690-5045,huntermaxwell@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgZFEYA2,False,,24497933,0030A0000029hKZQAY,0010A000002w5FLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue Same Company,Medium,"***DDS 2025-12-15***
CIS merged 2 accounts.
DDS notified user.

***DDS 2025-12-12***
Following case 24380539, user got DOB updated on Workspace and wants to merge 2 accounts.
DDS sent a request to CIS to merge the accounts.
 
================================================================================
****Email Chain**
Hello Tyson,

Thank you for providing the requested clarification. We’ve gone ahead and performed the necessary changes in our system, and the accounts should be merged in 2-3 business days. If you are still unable to see the change after 3 business days, feel free to reply to this email and we would love to investigate this issue further.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tyson Woo <tysonwoo@hotmail.com> 
Sent: December 12, 2025 2:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Chen, Richard <Richard.Chen@canadalife.com>
Cc: Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Re: Cristiano's Income Strategy at Canada Life - Case 24380539/24497933

Hi team, Leao is part of the last name. Leao Coelho. With gratitude, Tyson From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: December 12, 2025 10: 57 AM To: Chen, Richard <Richard. Chen@ canadalife. com>; tysonwoo
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi team,
Leao is part of the last name.
Leao Coelho.


With gratitude,
Tyson
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: December 12, 2025 10:57 AM
To: Chen, Richard <Richard.Chen@canadalife.com>; tysonwoo <tysonwoo@hotmail.com>
Cc: Wu, Elly <elly.wu@canadalife.com>
Subject: RE: Cristiano's Income Strategy at Canada Life - Case 24380539/24497933 
 
Hello Richard, 
 
Thank you for confirming that the date of birth has been changed. We just wanted to confirm some information before we merged the two accounts, as they have a slight difference in name.
 
@tysonwoo Could you please confirm if the last name is Leao Coelho or just Coelho, and Leao is a part of the first name or middle name?
 
Once we have this confirmation, we will merge the two accounts accordingly.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Chen, Richard <Richard.Chen@canadalife.com> 
Sent: December 12, 2025 12:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: tysonwoo <tysonwoo@hotmail.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: FW: Cristiano's Income Strategy at Canada Life - Case 24380539/24497933
 
Hello Justin L and team,
 
The incorrect date of birth on one of the accounts is corrected.
Advisor confirmed that the change is visible in Workspace.
 
Could you please merge these two accounts into one?
 
Thanks,
 
UPCOMING ABSENCE:  Dec. 29~Jan. 2
 
Richard Chen, CIM
Regional Sales Manager, Wealth Management
Product Solutions Centre, BC Region
#1500 - 1055 Dunsmuir St, 
Vancouver, BC V6B 6A3
Ph: 604-338-6416
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
From: Tyson Woo <tysonwoo@hotmail.com> 
Sent: December 12, 2025 9:17 AM
To: Chen, Richard <Richard.Chen@canadalife.com>
Cc: Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Re: Cristiano's Income Strategy at Canada Life - Case 24380539
 
Good morning tea, Thank you for correcting the DOB to Oct. 8th/1978. Please also merge the Canada Life accounts under the same client's name, just like all other clients. When I type in any other clients' names, all policies will show. This is
Good morning tea,
Thank you for correcting the DOB to Oct.8th/1978.
Please also merge the Canada Life accounts under the same client's name, just like all other clients.
When I type in any other clients' names, all policies will show.
This is the only case where there are 2 identical Cristiano Leao Coelho names that pop up.  
One shows insurance policies.
The other shows the income strategy.
I have no idea why.
Please help!
 
 
With appreciation,
Tyson
________________________________________
From: Chen, Richard <Richard.Chen@canadalife.com>
Sent: December 10, 2025 9:03 AM
To: tysonwoo <tysonwoo@hotmail.com>
Cc: Wu, Elly <elly.wu@canadalife.com>
Subject: RE: Cristiano's Income Strategy at Canada Life - Case 24380539 
 
Good morning Tyson,
 
Our back office has completed the following:
 
The clients DOB has been corrected to Oct 8, 1978. 
 
Please accept our apologies for the error.
 
UPCOMING ABSENCE:  Dec. 29~Jan. 2
 
Richard Chen, CIM
Regional Sales Manager, Wealth Management
Product Solutions Centre, BC Region
#1500 - 1055 Dunsmuir St, 
Vancouver, BC V6B 6A3
Ph: 604-338-6416
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
From: Tyson Woo <tysonwoo@hotmail.com> 
Sent: December 9, 2025 6:57 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Re: Cristiano's Income Strategy at Canada Life - Case 24380539
 
Hi team, Are you able to just change the date of births to the correct date of birth? I have attached the original application with the correct birthday of Oct 8th/1978. I see the same birthday as well on both names as you mentioned. Can the
Hi team,
Are you able to just change the date of births to the correct date of birth?
I have attached the original application with the correct birthday of Oct 8th/1978.
I see the same birthday as well on both names as you mentioned.
Can the team kindly update according to the original application attached?
 
 
With appreciation,
Tyson
 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: December 9, 2025 6:49 AM
To: tysonwoo <tysonwoo@hotmail.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: RE: Cristiano's Income Strategy at Canada Life - Case 24380539
 
Hello Tyson,
 
Thank you for your response regarding your policy visibility issue. We’ve investigated further and we see that there are 2 accounts under Cristiano’s name, with different dates of birth, in your Workspace as per the attached screenshot.
 
 
 
You can find both records of them using the global search bar in the top right and typing “Cristiano” and hitting Enter on your keyboard. These 2 accounts seem to have different products, one of them including the mentioned policy, which could be causing the confusion. Please try checking both accounts to verify that the policy 411269608 is visible in one of the accounts as we can see this policy in one of the 2 accounts.
 
If these two accounts are for the same person, please contact Client Service Centre at 1-888-252-1847 to change the incorrect date of birth on one of the accounts, and let us know once the change is visible in Workspace and we would be able to merge these two accounts into one.
 
If you have any other Workspace related questions or are still unable to find this policy, feel free to reply to this email with a screenshot of your issue and we would love to assist you.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Tyson Woo <tysonwoo@hotmail.com>
Sent: December 9, 2025 9:30 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Re: Cristiano's Income Strategy at Canada Life - Case 24380539
 
Hi team, I am still unable to search for the policy when I enter the client's name. It is not visible through my workspace. I would like to simply enter the client's name and to search for the investment policy, not dissimilar to every other
Hi team,
I am still unable to search for the policy when I enter the client's name.  It is not visible through my workspace.
I would like to simply enter the client's name and to search for the investment policy, not dissimilar to every other client with Canada Life.
Please help.
 
 
With gratitude,
Tyson
 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: December 9, 2025 6:25 AM
To: tysonwoo <tysonwoo@hotmail.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: RE: Cristiano's Income Strategy at Canada Life - Case 24380539
 
Hello Tyson,
 
Thank you for contacting the Workspace Support team regarding your policy visibility issue.
 
We’ve investigated your account, and it seems like this policy is now visible through your Workspace account. When searching for this policy, please use the search bar in the top right of the screen to search by policy number, and the policy and its details should be viewable.
 
If you are still unable to see the policy or have any other Workspace related questions, feel free to reply to this email and we would love to assist you.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Tyson Woo <tysonwoo@hotmail.com>
Sent: December 8, 2025 1:17 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Fw: Cristiano's Income Strategy at Canada Life
 
Hi team, This $150,000 investment application was submitted on Dec. 2nd/2025 successfully, and I can see the policy # through my MGA. 411269608 is the policy # that I see. However, I am unable to see it through workspace. Please advise ASAP. 
Hi team,
This $150,000 investment application was submitted on Dec.2nd/2025 successfully, and I can see the policy # through my MGA.
411269608 is the policy # that I see.
However, I am unable to see it through workspace.
Please advise ASAP.
 
 
With appreciation,
Tyson
 
________________________________________
From: Chen, Richard <Richard.Chen@canadalife.com>
Sent: December 5, 2025 4:02 PM
To: tysonwoo <tysonwoo@hotmail.com>
Subject: Cristiano's Income Strategy at Canada Life
 
Hi Tyson,
 
I confirmed with our head office that this was indeed set up this week.
 
Please see attached summary for new policy number and other details for reference.
 
If it doesn’t show up on Workspace for you on Monday, please contact Workspace Support CLWorkspaceSupport@canadalife.com
Workspace Support – Canada Life Service Desk – 1 (800) 475-7001
 
UPCOMING ABSENCE: Dec. 29~Jan. 2
 
Additional Resources:
 
Learn more about: Canada Life Advisor Rewards  Chinese market resources
 
NEW - Digital Segregated Fund Application (DSFA)             DSFA Resource Page
Canada Life Segregated Fund Performance, Overview & Fund Codes              
 
Canada Life Wealth Products – guides for advisors                                        
Canada Life Investment Management Ltd
Canada Life's weekly ""Soundbites"" featured on Investment Executive        
Insights & advice (Client friendly)                                                             
Market Volatility Toolkit                 
The Big Picture by OSC
CE - Accredited Courses                                                                                                           
 
Client Service – Investments – 1 (888) 252-1847 press 1 for English, then press 2 for Advisors, and press 2 for investments
Client Service – Investments – ISP_Customer_Care@canadalife.com
 
Workspace Support CLWorkspaceSupport@canadalife.com
Workspace Support – Canada Life Service Desk – 1 (800) 475-7001
 
Clients can register for MyCanadaLife to view their holdings with Canada Life
Get started with My Canada Life
Support line for clients – 1 (888) 534-1836
(for clients outside of Canada, collect calls accepted) – 1 (416) 597-6981
 
Richard Chen, CIM
Regional Sales Manager, Wealth Management
Ph: 604-338-6416
 
In partnership with:
 
Elly Wu
Regional Sales Representative | Wealth Management
Ph: 604-455-2731
Elly.wu@canadalife.com
Product Solutions Centre, BC Region (Greater Vancouver Area)
#1500 - 1055 Dunsmuir St,
Vancouver, BC V6B 6A3
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-12T17:52:46.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T17:52:46.000+0000,005OH00000AX0rVYAT,2025-12-15T14:00:42.000+0000,005OH00000AX0rVYAT,2025-12-15T14:00:42.000+0000,(604)505-5086,(604) 505-5086,tysonwoo@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgZLfYAM,False,,24499332,003G0000018f6wQIAQ,0010A000002wOyIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Updating Advisor's phone number on file,Medium,"***DDS Dec.12/2025***
Assistant to the Advisor was inquiring about having the Advisor's phone number on file updated. Responded to the email and asked the assistant to have the Advisor reach out to us via phone call in order to authenticate and proceed with the update.

REF KB: KB0021888 

*****Email*****

Hello Trish,

Thanks for contacting the Workspace Support team with regards to having the Advisor’s phone number on file updated.

To help with this, we would need to connect with Pam over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
Our team is available between the hours of 8am to 8pm EST, M-F.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
From: Client Service <clientservice@thetowergroup.ca> 
Sent: December 10, 2025 11:25 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Lavers, Pam <plavers@thetowergroup.ca>
Subject: [EXT] Workspace Digital Investment Applications - Case - 24499332

Hello Workspace team, My Advisor, Pam Lavers, went to sign a digital investment application today, and it was trying to send a verification code to our landline for her signature. Is there a way to change this on the workspace side as it is
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Workspace team,

My Advisor, Pam Lavers, went to sign a digital investment application today, and it was trying to send a verification code to our landline for her signature. Is there a way to change this on the workspace side as it is hard to get a text message through a landline and the phone call is hit or miss if I catch it due to meetings etc.

The landline number is 403-265-3771
We would like it to be Pam’s cell, which is 403-606-0439

Is this something than you can do, or we can do if given the instructions? We have tried to figure it out on our end through Pam’s profile and settings.

Thank you!

Thanks,

 	Trish Mochulski	 

Client Service Manager

					 	

T: 403.265.3771
  	 	 	C: 403.681.4336


www.TheTowerGroup.ca


 
	 
	 





Please consider the environment before printing this e mail
This e mail may be privileged and/or confidential and the sender does not waive any related rights and
obligations. Any distribution, use or copying of this e mail or the information it contains by other than
the intended recipient is unauthorized. If you receive this e mail in error, please advise me immediately.",True,2025-12-12T18:14:02.000+0000,False,False,005OH00000BFQFBYA5,2025-12-12T18:14:02.000+0000,005OH00000BFQFBYA5,2025-12-12T18:26:48.000+0000,005OH00000BFQFBYA5,2025-12-12T18:26:48.000+0000,(403)265-3771,,plavers@thetowergroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgazDYAQ,False,,24498208,0030A00000BNwhzQAD,0010A00000ByIgaQAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Infant Policy and Reporting Question,Medium,"***DDS 2025-12-12***
User wanted to know if they could complete an infant policy on SP.
DDS referred user to RSA.
User also wanted to create a report with client listings and assets.
DDS referred user to BusinessReporting inbox.
 
================================================================================
****Email Chain**
Hello Derrick,

It was a pleasure speaking to you earlier regarding your Simple Protect question and your reporting inquiry. As discussed, please contact your Regional Sales Associate to confirm how to compete the infant policy in Simple Protect. For your reporting inquiry, please contact BusinessReporting@canadalife.com and they should be able to assist you in producing the requested report.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Justin
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T17:56:42.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T17:56:42.000+0000,005OH00000AX0rVYAT,2025-12-12T18:02:44.000+0000,005OH00000AX0rVYAT,2025-12-12T18:02:44.000+0000,(780)505-0069,,derrick@dc-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgcBVYAY,False,,24498113,003OH00000Syv06YAB,001OH00000ZHNSXYA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:55:11.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T17:55:11.000+0000,005OH00000BfonJYAR,2025-12-12T17:55:11.000+0000,005OH00000BfonJYAR,2025-12-12T17:55:11.000+0000,(250)652-2075,,taunya.sawatsky@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgcY1YAI,False,,24501373,003G0000018f6hoIAA,0010A000002wOi4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Dec 12th, 2025 ***
User needs to unlock UserID and finish registration. Authenticated with rotation 2 and unlocked userID, helped user reset UserID, helped registrating and signing in.
============
Good morning Tim,

It was a pleasure speaking with you today helping you register to your new MGA Workspace account.

During our call, I helped you unlock your username before helping you register to your Workspace account. In the end you signed in successfully.

I’m glad I was able to assist you today registering to Workspace. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-12T19:05:50.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T18:45:07.000+0000,005OH00000AbJ7aYAF,2025-12-12T20:55:51.000+0000,005OH00000AbJ7aYAF,2025-12-12T20:55:51.000+0000,(519)518-2025,,tim@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgcxrYAA,False,,24499904,0035o000006akH4AAI,0015o0000079j0QAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:22:56.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T18:22:56.000+0000,005OH00000BfjndYAB,2025-12-12T18:22:57.000+0000,005OH00000BfjndYAB,2025-12-12T18:22:57.000+0000,(604)560-5595,,keyana@tatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgdtsYAA,False,,24498061,0030A0000029WnCQAU,0010A000002vwSsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:54:26.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T17:54:26.000+0000,005OH00000BfjndYAB,2025-12-12T17:54:27.000+0000,005OH00000BfjndYAB,2025-12-12T17:54:27.000+0000,(888)517-7748,(778) 554-8012,bobbie.evans@coastcapitalsavings.com,(604)953-4302,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgeBcYAI,False,,24497695,003G0000018f7NyIAI,0010A000002wPUPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Investment Centre inquiry - INC1941642,Medium,"****DDS****12/12/25 
User will like to obtain an LL code - referred user to contracts&comp as per KB0021888
User sees a blank screen when accessing IC in WS - escalated the case to Level 2 for more assistance 
 
============================================================================================= 
 
****Email Chain****

Bonjour Camille, 

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant les requêtes sur Centre d’investissement et un code LL.

Pour obtenir un code LL, veuillez contacter le département en charge des contrats par courriel : contracts&compensation@canadalife.com. Pour le problème d’accès sur la plateforme Centre d’Investissement, j’ai transmis cette requête au Soutien Technique Niveau 2 pour enquêter là-dessus et l’équipe vous tiendra informée dès qu’il y aura de nouveau.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Groupe Contact Plus Inc. <services.financiers@gcontactplus.com> 
Sent: December 10, 2025 12:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Acces centre d'investissement

Bonjour, Lorsque que j'essaie d'avoir accès au centre d'investissement par CV, la page m'apparait vide. Est-ce possible pour vous de régler la situtatin afin que je puisse y avoir acces? De plus, j'aimerais avoir mon code LL. Si possible de
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
 
Lorsque que j'essaie d'avoir accès au centre d'investissement par CV, la page m'apparait vide. Est-ce possible pour vous de régler la situtatin afin que je puisse y avoir acces?
De plus, j'aimerais avoir mon code LL. Si possible de m'aider avec ces 2 choses.
 
Merci
-- 
 
 
   
________________________________________",True,2025-12-12T18:00:08.000+0000,False,False,005OH000002iN7pYAE,2025-12-12T17:49:28.000+0000,005OH0000097FtCYAU,2025-12-17T22:40:03.000+0000,005OH000002iN7pYAE,2025-12-17T22:40:03.000+0000,(450)672-0245,(514) 949-6819,claudia.gagnon@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgf1MYAQ,False,,24500911,0030A0000029orWQAQ,0010A000002wBRnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:38:21.000+0000,False,False,005OH000004oiYEYAY,2025-12-12T18:38:21.000+0000,005OH000004oiYEYAY,2025-12-12T18:38:21.000+0000,005OH000004oiYEYAY,2025-12-12T18:38:21.000+0000,(519)885-8786,,sue@noblewealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hggweYAA,False,,24500882,003OH000009FKB9YAO,001OH00000BDGLtYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:37:58.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T18:37:58.000+0000,005G0000002gxxjIAA,2025-12-12T18:37:58.000+0000,005G0000002gxxjIAA,2025-12-12T18:37:58.000+0000,(514)297-1714,,rtorkamanloo@inw-gpi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hghJ8YAI,False,,24499897,003OH00000M98YBYAZ,001OH00000Quu2QYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset,Medium,"ROSA BAZIN

Advisor needed assistance for password reset. They were not able to confirm their advisor code but they were able to reset password through website. They also needed help for first time MFA setup but for some reason website link was not working. I requested them to share screen but they were having issues with laptop. She will give us a call back.

Hello Rosa,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

In our today’s call, you needed assistance for password reset. You were able to change it from the workspace website. Also, please send an email to distribution methodology team at Distribution_Methodology@canadalife.com to get your advisor code. You had to end the call because you needed some time to restart your laptop. You can always give us a call back to get assistance on authenticator setup. We will be happy to assist.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T18:46:38.000+0000,False,False,005OH00000BFiyTYAT,2025-12-12T18:22:53.000+0000,005OH00000BFiyTYAT,2025-12-12T18:46:39.000+0000,005OH00000BFiyTYAT,2025-12-12T18:46:39.000+0000,(403)277-2925,,rosa.bazin@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hghvvYAA,False,,24500294,0035o000005m4ylAAA,0015o000006KSjMAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:29:03.000+0000,False,False,005G0000002gyDJIAY,2025-12-12T18:29:03.000+0000,005G0000002gyDJIAY,2025-12-12T18:29:03.000+0000,005G0000002gyDJIAY,2025-12-12T18:29:03.000+0000,(306)986-9333,,terry.garrett@mcgregorfinancial.ca,(306)986-9340,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgiVQYAY,False,,24501284,0035o000006d4J0AAI,0015o000007CMHVAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:43:46.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T18:43:46.000+0000,005OH00000BfjndYAB,2025-12-12T18:43:46.000+0000,005OH00000BfjndYAB,2025-12-12T18:43:47.000+0000,(604)739-6450,,jhong@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgjftYAA,False,,24497328,0030A0000029YzHQAU,0010A000002vyL0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T17:43:55.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T17:43:55.000+0000,005OH00000BfjndYAB,2025-12-12T17:43:55.000+0000,005OH00000BfjndYAB,2025-12-12T17:43:55.000+0000,(604)795-5566,,sheila.riley@manulifesecurities.ca,(604)795-5365,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgkllYAA,False,,24502061,003OH000002BtMcYAK,001OH000002i1VYYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,workspace login issue ERR-W1285,Medium,"LISA MELISSA JEFFRAY

advisor needed assistance for unlocking their User ID. after authentication, shared temporary password and they were able to create new password for user ID. Account was unlocked. They were able to login successfully.

 Hello Lisa,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, you needed assistance with workspace login issue. After authentication, I shared the temporary password for user ID and you were able to create new password. This helps to unlock your user Id and you were able to login successfully to workspace.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:09:20.000+0000,False,False,005OH00000BFiyTYAT,2025-12-12T18:55:52.000+0000,005OH00000BFiyTYAT,2025-12-12T19:09:20.000+0000,005OH00000BFiyTYAT,2025-12-12T19:09:20.000+0000,(519)525-8464,,lisa@westharbour.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hglBVYAY,False,,24500546,0030A0000029jdPQAQ,0010A000002w77iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:32:32.000+0000,False,False,005OH000005URvxYAG,2025-12-12T18:32:32.000+0000,005OH000005URvxYAG,2025-12-12T18:32:32.000+0000,005OH000005URvxYAG,2025-12-12T18:32:32.000+0000,(403)302-3663,,moller.michael@shaw.ca,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgm5vYAA,False,,24499467,003G0000018f7bbIAA,0010A000002wPiCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:16:08.000+0000,False,False,005OH000002N6huYAC,2025-12-12T18:16:08.000+0000,005OH000002N6huYAC,2025-12-12T18:16:08.000+0000,005OH000002N6huYAC,2025-12-12T18:16:08.000+0000,(450)233-7773X255,(514) 704-7332,jplalande@phisof.ca,(579)720-7332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgmQtYAI,False,,24499752,003G0000018f7MBIAY,0010A000002wPRrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Heather,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
567ZFGSHQG

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Heather,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Heather A Padfield
Code: 25539

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to heather@harveyfinancialsolutions.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T18:20:45.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T18:20:45.000+0000,005OH0000071DK9YAM,2025-12-12T18:20:46.000+0000,005OH0000071DK9YAM,2025-12-12T18:20:46.000+0000,(519)396-7224,,heather@harveyfinancialsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgmXLYAY,False,,24499151,003G0000018f7UNIAY,0010A000002wPakQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Support staff needs assistance with registration.
**************
Hi Iman , thank you for contacting the workspace support today.

To recap our call, I assisted you with your workspace registration and set up your MFA.


If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T18:22:42.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T18:11:19.000+0000,005OH00000BFQFCYA5,2025-12-12T18:42:59.000+0000,005OH00000BFQFCYA5,2025-12-12T18:42:59.000+0000,(613) 782-1104,(613) 558-9101,dscrivens@scrivens.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgmdlYAA,False,,24497976,003OH00000R2AS3YAN,001OH00000WrwlCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is inquiring to sign in/ register for Workspace. Assisted user to register for Workspace- using Logmein. 
KB0022821  - Set up Microsoft MFA 

User ID: LALITAP 
Email: lalitalifegirl@gmail.com 

***********************************************************
Good afternoon, Lalita

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!

I’m glad I was able to assist you with registering for your Workspace account. During Workspace login it will request a confirmation through the Microsoft Authenticator on your mobile device. 

If you have any questions or need any further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T18:09:40.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T17:53:21.000+0000,005OH00000BG5v4YAD,2025-12-12T18:12:59.000+0000,005OH00000BG5v4YAD,2025-12-12T18:12:59.000+0000,(519)500-1025,,trustlalita@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgmtzYAA,False,,24501039,0035o000006bHYEAA2,0015o000007AIQ9AAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:40:11.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T18:40:11.000+0000,005OH00000BfjndYAB,2025-12-12T18:40:12.000+0000,005OH00000BfjndYAB,2025-12-12T18:40:12.000+0000,(250)260-4513,,ckarpowich@vantageone.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgnJkYAI,False,,24501461,0030A0000029l2NQAQ,0010A000002w8FHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:46:33.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T18:46:33.000+0000,005OH00000BfonJYAR,2025-12-12T18:46:34.000+0000,005OH00000BfonJYAR,2025-12-12T18:46:34.000+0000,(604)676-6395,,rwhiton@intuitfinancial.com,(888)757-0872,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgo4WYAQ,False,,24499667,0035o000006Z3xQAAS,0015o0000075SCCAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:19:08.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T18:19:08.000+0000,005OH00000BfjndYAB,2025-12-12T18:19:08.000+0000,005OH00000BfjndYAB,2025-12-12T18:19:08.000+0000,(604)739-6450,,krevenko@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgoMJYAY,False,,24501430,0035o000006dxOwAAI,0015o000007DNzTAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:45:59.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T18:45:59.000+0000,005OH00000BfjndYAB,2025-12-12T18:46:00.000+0000,005OH00000BfjndYAB,2025-12-12T18:46:00.000+0000,(604)217-7175,,randhawa345@gmail.com,(604)855-4770,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgoPVYAY,False,,24499186,0030A0000029XbsQAE,0010A000002vx8xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:11:53.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T18:11:53.000+0000,005G0000002gxxjIAA,2025-12-12T18:11:53.000+0000,005G0000002gxxjIAA,2025-12-12T18:11:53.000+0000,(514)426-0886,(514) 992-5794,costa.cacchione@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgp3lYAA,False,,24498429,0030A0000029anrQAA,0010A000002vzrmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 12th, 2025 ***
User cannot sign in. Verified correct email, password and type of account is used and it worked. Sign in successful.
================
Good afternoon Marilyn,

It was a pleasure speaking with you today to help you access your account.

During our call, I helped you sign in to your account using this email address and the MGA type of account.

I’m glad I was able to assist you today signing in to your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-12T18:07:17.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T18:00:10.000+0000,005OH00000AbJ7aYAF,2025-12-12T18:07:17.000+0000,005OH00000AbJ7aYAF,2025-12-12T18:07:17.000+0000,(604)874-6697,,marilynbrodie@telus.net,(866)501-0758,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgq36YAA,False,,24500663,0030A0000029msxQAA,0010A000002w9ouQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:34:31.000+0000,False,False,005OH000005URvxYAG,2025-12-12T18:34:31.000+0000,005OH000005URvxYAG,2025-12-12T18:34:32.000+0000,005OH000005URvxYAG,2025-12-12T18:34:32.000+0000,(780)608-7797,(780) 668-2289,tim@vantfinancial.com,(780)608-7726,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgqB9YAI,False,,24501291,0030A000002pPYWQA2,0010A000003aT71QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:43:50.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T18:43:50.000+0000,005OH00000BfonJYAR,2025-12-12T18:43:50.000+0000,005OH00000BfonJYAR,2025-12-12T18:43:50.000+0000,(778)294-0018,(604) 818-2678,lloyd@familytreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgqUaYAI,False,,24504599,003G0000018f7sfIAA,0010A000002wPyvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM data download,Medium,"*** DDS Dec 12th, 2025 ***
Helped user download and decompress extracted data.
=============
Good afternoon Sharon,

It was a pleasure helping you download your CRM data from your Workspace account.

During our call, I helped you download and decompress the data extract from your Workspace account. It was saved on your computer.

I’m glad I was able to assist you today downloading this CRM data. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-12T19:45:55.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T19:34:42.000+0000,005OH00000AbJ7aYAF,2025-12-12T20:00:33.000+0000,005OH00000AbJ7aYAF,2025-12-12T20:00:33.000+0000,(416) 499-5105,(416) 931-3506,sharon@gribbenfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgr0pYAA,False,,24503680,0035o000007S1Z8AAK,0015o0000088Vu5AAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/12/25 
KB0020952
User is unable to complete registration as their account is not active in SF and user switched firms
Escalated to Level 2 for investigation
 
============================================================================================= 
 
****Email Chain****
Bonjour Michael,

Merci pour votre réponse à notre courriel. Je pense qu’un appel nous aidera à clarifier votre situation. S’il vous plait téléphonez nous à 1-800-475-7001 et n’importe qui dans notre équipe pourra vous aider à accéder à votre compte d’Espace Affaires.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Michael Bibaut <mbibaut@tremblayfinance.com> 
Sent: December 16, 2025 1:05 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT - Cas 24503680

Je ne comprend pas j'ai essayé de me login in mais ca ne marche pas encore je n'ai pas de mot de passe encore. J'ai essayé avec celui qui m'avait été donné la dernière fois mais ce ne fonctionne pas. Pourriez vous me redonner les 2 s'il vous
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Je ne comprend pas j'ai essayé de me login in mais ca ne marche pas encore je n'ai pas de mot de passe encore.
J'ai essayé avec celui qui m'avait été donné la dernière fois mais ce ne fonctionne pas.
Pourriez vous me redonner les 2 s'il vous plaît 
 
Merci 
-- 
Michael Bibaut
Conseiller en sécurité financière pour Tremblay Solutions Financières inc.
492, boul. de l'Hôpital, bureau 100
Gatineau (Québec)  J8V 2P4
bur. 819.205.7551
téléc. 1.866.585.0124
courriel : mbibaut@tremblayfinance.com 
site web : http://www.courtier.ca (assurances et investissement)
 
 
 
 
----------Message original---------- 
De : CL Workspace Support<CLWorkspaceSupport@canadalife.com>
À : Michael Bibaut<mbibaut@tremblayfinance.com>
Date/Heure : 2025-12-16 12:52:37
Sujet : RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT - Cas 24503680
Bonjour Michael,
 
Merci pour votre réponse concernant votre problème d’accès.
 
S’il vous plait téléphonez nous à 1-888-999-4516 et nous pourrons vous assister avec votre login et la réinitialisation de votre mot de passe. Pour clarifier, le problème technique a été résolu et vous ne devez pas inscrire encore, vous pouvez tout simplement faire le login avec votre adresse courriel et mot de passe.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Michael Bibaut <mbibaut@tremblayfinance.com>
Sent: December 16, 2025 12:43 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT - Cas 24503680
 
Bonjour, Ca ne fonctionne toujours pas. Merci Michael Bibaut Conseiller en sécurité financière pour Tremblay Solutions Financières inc. 492, boul. de l'Hôpital, bureau 100 Gatineau (Québec) J8V 2P4 bur. 819. 205. 7551 téléc. 1. 866. 585. 0124 courriel
 
Bonjour,
 
Ca ne fonctionne toujours pas.
 
Merci 
 
Michael Bibaut
Conseiller en sécurité financière pour Tremblay Solutions Financières inc.
492, boul. de l'Hôpital, bureau 100
Gatineau (Québec)  J8V 2P4
bur. 819.205.7551
téléc. 1.866.585.0124
courriel : mbibaut@tremblayfinance.com 
site web : http://www.courtier.ca (assurances et investissement)
 
 vous pouvez réserver une rencontre ici:
 
https://calendly.com/m-bibaut5
 	 
 	 	 
________________________________________
De : CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Envoyé : mardi 16 décembre 2025 12:12
À : Michael Bibaut <mbibaut@tremblayfinance.com>
Cc : Morelli, Claudia <Claudia.Morelli@canadalife.com>
Objet : RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT - Cas 24503680
 
Bonjour Michael,
 
Merci pour votre patience pendant que notre équipe technique investiguait votre problème d’accès. Nous avons des bonnes nouvelles pour vous. Votre problème d’accès devrait maintenant être réglé.
 
Vous pouvez maintenant faire votre login en utilisant votre adresse courriel actuel et le mot de passe associé. Si vous avez besoin du support additionnel pour réinitialiser votre mot de passe, n’hésitez pas à nous téléphoner à 1-888-999-4516 et nous pourrons vous assister.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: December 12, 2025 2:39 PM
To: mbibaut@tremblayfinance.com
Cc: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT - Cas 24503680
 
Bonjour Michael,
 
Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre inscription.
 
J’ai transmis cette requête au Soutien Technique Niveau 2 pour enquêter là-dessus et nous vous tiendrons informer dès qu’il y aura de nouveau.
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci,
 
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique
Distribution Digital Support (DDS)  
Canada Operations
T: 1-888-999-4516  
C: SoutiensEspaceAffaires@canadavie.com
 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
From: Morelli, Claudia
Sent: December 11, 2025 10:10 AM
To: SoutienEspaceAffaires
Cc: Michael Bibaut
Subject: FW: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT
Importance: High
 
Bonjour,
 
Svp voir les courriels plus bas et assister Michael.
 
Merci
 
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA) | Compensation and Contracting Operations
Sr Spécialiste des contrats bilingue (AGD) |Opérations de Contrats et Rémunération
 
claudia.morelli@canadalife.com | 437-703-8574
 
 
 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
From: Michael Bibaut <mbibaut@tremblayfinance.com>
Sent: December 11, 2025 10:33 AM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: [EXT] RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT
 
Bonjour Personnes ne m'As encore appelé pour m'aider a m'inscrire Pourriez vous faire le nécessaire pour que je puisses présenter vos produits s'il vous plait . merci et bonne journée ! Michael Bibaut Conseiller en sécurité financière pour Tremblay
Bonjour
 
Personnes ne m'As encore appelé pour m'aider a m'inscrire
 
Pourriez vous faire le nécessaire pour que je puisses présenter vos produits s'il vous plait .
 
merci et bonne journée !
 
Michael Bibaut
Conseiller en sécurité financière pour Tremblay Solutions Financières inc.
492, boul. de l'Hôpital, bureau 100
Gatineau (Québec) J8V 2P4
bur. 819.205.7551
téléc. 1.866.585.0124
courriel : mbibaut@tremblayfinance.com 
site web : http://www.courtier.ca (assurances et investissement)
 
vous pouvez réserver une rencontre ici:
 
https://calendly.com/m-bibaut5
 
 
________________________________________
De : Morelli, Claudia <Claudia.Morelli@canadalife.com>
Envoyé : vendredi 28 novembre 2025 13:59
À : SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Cc : Michael Bibaut <mbibaut@tremblayfinance.com>
Objet : FW: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT
 
Hello,
 
Please see e-mail below and assist Michael.
 
Thank you
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA) | Compensation and Contracting Operations
Sr Spécialiste des contrats bilingue (AGD) |Opérations de Contrats et Rémunération
 
claudia.morelli@canadalife.com | 437-703-8574
 
 
 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
From: Michael Bibaut <mbibaut@tremblayfinance.com>
Sent: November 28, 2025 1:26 PM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: [EXT] RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT
 
Bonjour Etant donné que j'avais déjà un compte ca ne me laisse pas rentrer avec les nouveaux code. Ca me dit de modifier dans mon profile mais l'adresse courriel que j'utilisait est désactivé je ne peux donc pas m'inscrire Pourriez effacé mon
Bonjour
 
Etant donné que j'avais déjà un compte ca ne me laisse pas rentrer avec les nouveaux code.
Ca me dit de modifier dans mon profile mais l'adresse courriel que j'utilisait est désactivé je ne peux donc pas m'inscrire
Pourriez effacé mon ancien compte que je reprennes de zéro
 
merci a vous.
 
Bonne journée
 
Michael Bibaut
Conseiller en sécurité financière pour Tremblay Solutions Financières inc.
492, boul. de l'Hôpital, bureau 100
Gatineau (Québec) J8V 2P4
bur. 819.205.7551
téléc. 1.866.585.0124
courriel : mbibaut@tremblayfinance.com 
site web : http://www.courtier.ca (assurances et investissement)
 
vous pouvez réserver une rencontre ici:
 
https://calendly.com/m-bibaut5
 
 
________________________________________
De : Morelli, Claudia <Claudia.Morelli@canadalife.com>
Envoyé : vendredi 28 novembre 2025 12:29
À : Michael Bibaut <mbibaut@tremblayfinance.com>
Objet : Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - MICHAEL BIBAUT
 
 
Bienvenue à l’Espace affaires de la Canada Vie
Les renseignements contenus dans le présent message ne concernent que vous. Pour des raisons de sécurité, veuillez ne pas transmettre cette information à d’autres personnes.
Bienvenue à l’Espace affaires de la Canada Vie, une plateforme numérique qui vous permet de voir vos affaires de la Canada Vie, de modifier les renseignements sur les clients, de trouver les formulaires dont vous avez besoin et d’accéder à d’autres ressources et outils
Lors de l’inscription, veuillez suivre ces étapes :
•	Veuillez ne pas partager votre nom d’utilisateur.
•	Une fois que vous obtenez un nom d’utilisateur, attendez 2 jours ouvrables pour vous inscrire à l’Espace affaires.
 
Vos informations d'enregistrement
Nom:	MICHAEL BIBAUT
Code de conseiller*:	Veuillez consulter APEXA pour votre code de vente
Code d’activation:	1-1ES5VBO
* Code de conseiller, aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie
Inscrivez-vous pour obtenir un nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep)
•	Cliquez ici pour commencer et suivez les directives pour vous inscrire.
Inscrivez-vous à l’Espace affaires
• Cliquez ici pour vous inscrire.
• L’Espace affaires fonctionne avec un outil d’authentification multifacteur pour protéger vos données et celles de vos clients. Nous vous recommandons d’utiliser l’application gratuite Salesforce Authenticator.
•	
o	Les utilisateurs d’un iPhone peuvent obtenir l’application à partir de l’App Store.
o	Les utilisateurs d’un appareil Android peuvent obtenir l’application à partir de Google Play.
• Le page de ressources sur l’Espace affaires est votre guichet unique pour accéder aux ressources dont vous avez besoin et apprendre comment utiliser l’Espace affaires.
Avez-vous une équipe de soutien qui a besoin d’avoir accès à votre bloc d’affaires?
•	Veuillez remplir le formulaire d’accès à titre de tiers et indiquer tous les employés qui devraient avoir un accès à titre de délégué à votre bloc d’affaires.
•	Nous enverrons à chacun d’eux un courriel personnel dans lequel ils trouveront un code d’activation qui leur permettra d’obtenir un nom d’utilisateur et s’inscrire à l’Espace affaires. Ils auront besoin que vous leur fournissiez votre code de producteur.
•	S’il y a des changements apportés à votre personnel, veuillez en faire part à l’équipe Méthodologie de la distribution afin qu’elle puisse mettre à jour votre liste d’employés qui ont un accès à titre de tiers.
Veuillez répondre au questionnaire suivant :
•	Pour nous aider à adapter notre soutien et à mieux vous connaître, veuillez répondre à ce sondage qui ne vous prendra qu’une minute.
 
Merci,
 
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA) | Contracts and Compensation Department
Sr Spécialiste des contrats bilingue (AGD) | Département des contrats et rémunération
claudia.morelli@canadalife.com | 437-703-8574
 
 
 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:39:01.000+0000,False,False,005OH000002iN7pYAE,2025-12-12T19:20:22.000+0000,005OH0000097FtCYAU,2025-12-16T19:30:05.000+0000,005OH0000097FtCYAU,2025-12-16T19:30:05.000+0000,(819)743-9935X2,,mbibaut@tremblayfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgrVRYAY,False,,24499373,003OH00000QDdfiYAD,001OH00000VtjhCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:14:30.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T18:14:30.000+0000,005G0000002gxxjIAA,2025-12-12T18:14:30.000+0000,005G0000002gxxjIAA,2025-12-12T18:14:30.000+0000,(514)822-4270,,daniel.williams2@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgsJQYAY,False,,24501517,0035o000006dxOyAAI,0015o000007DNzVAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:47:15.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T18:47:15.000+0000,005OH00000BfjndYAB,2025-12-12T18:47:16.000+0000,005OH00000BfjndYAB,2025-12-12T18:47:16.000+0000,(604)317-1710,,charles.wills@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgsT6YAI,False,,24505210,0030A00000BFTZvQAP,0010A00000BpmpiQAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-12
Hello Andrew,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello Andrew,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
N7JH5X1Y

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



Sorry we have been given so many codes by Canada Life. Some codes I’ve been given in the last 4 years; Please let me know if any of those work. 

LL39286
F5713
F5729
H6070
18231

Thank you, 

Andrew Koep, B Comm
Financial Security Advisor 
Koep Financial Group 
#2 Civic Plaza, 4602 50 Avenue 
Lloydminster, AB T9V 0W3 
Phone (780) 875-2125 
 
The contents of this communication, including any attachments, are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: Wednesday, December 10, 2025 2:07 PM
To: Andrew Koep <andrew.koep@koepfinancialgroup.com>
Subject: KYC Report Request - Case 24443131

Hello Andrew,

This email is regarding your request for a list of clients, plans and their current KYC status on Investment Centre.  
 
There were no clients found for the following advisor code:    
-	F5984

Please provide another 5-digit advisor code that would match our Quadrus records, and we would be able to provide a report if available.

Thank you again for your time. 

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:44:19.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T19:44:19.000+0000,005OH00000AX0rVYAT,2025-12-12T19:44:58.000+0000,005OH00000AX0rVYAT,2025-12-12T19:44:58.000+0000,(780)875-2125,(780) 871-2082,andrew.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgtDqYAI,False,,24500918,003G0000018f7TFIAY,0010A000002wPZpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 12th, 2025 ***
User needed to reset MFA. Authenticated with rotation 2, disconnected old one helped connect new one (chrome extension) and sign in successful.
==============
Good afternoon Mike,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call I disconnected the old authenticator extension and helped you connect to the new one. In the end, you signed in successfully.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-12T19:08:34.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T18:38:27.000+0000,005OH00000AbJ7aYAF,2025-12-12T19:10:37.000+0000,005OH00000AbJ7aYAF,2025-12-12T19:10:37.000+0000,(780)419-6600,(780) 970-3071,client@wrgoc.ca,(780)419-6653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgtDrYAI,False,,24501014,0030A0000029iPwQAI,0010A000002w69NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:39:45.000+0000,False,False,005OH000004oiYEYAY,2025-12-12T18:39:45.000+0000,005OH000004oiYEYAY,2025-12-12T18:39:46.000+0000,005OH000004oiYEYAY,2025-12-12T18:39:46.000+0000,(519)546-5817,(519) 348-9873,chad.webber@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgu8HYAQ,False,,24499505,0035o000006UiOhAAK,0015o0000070t07AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:16:43.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T18:16:43.000+0000,005OH00000BfjndYAB,2025-12-12T18:16:43.000+0000,005OH00000BfjndYAB,2025-12-12T18:16:43.000+0000,(604)218-0086,,milo.s@murrick.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hguOSYAY,False,,24501382,0030A0000029owLQAQ,0010A000002wBVeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:45:15.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T18:45:15.000+0000,005OH00000BfonJYAR,2025-12-12T18:45:15.000+0000,005OH00000BfonJYAR,2025-12-12T18:45:15.000+0000,(604)662-5512,(778) 834-5512,hal@wmsfinancial.ca,(604)662-3208,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hguTJYAY,False,,24500691,003OH00000TH7ysYAD,001OH00000ZeUHlYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:34:55.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T18:34:55.000+0000,005G0000002gxxjIAA,2025-12-12T18:34:56.000+0000,005G0000002gxxjIAA,2025-12-12T18:34:56.000+0000,(514)708-2936,,simon.richard@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgurRYAQ,False,,24499629,003OH00000SO9JtYAL,001OH00000YYmBcYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:18:39.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T18:18:39.000+0000,005G0000002gxxjIAA,2025-12-12T18:18:40.000+0000,005G0000002gxxjIAA,2025-12-12T18:18:40.000+0000,(514)945-0464,,daniel@assurancegal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hguwLYAQ,False,,24500346,003G0000018f7w8IAA,0010A000002wQ2JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Marc,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
7NT0DNXEJN

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Marc,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Marc Sayer
Code: A0152

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to msayer@horizonfinancial.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T18:29:55.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T18:29:55.000+0000,005OH0000071DK9YAM,2025-12-12T18:29:55.000+0000,005OH0000071DK9YAM,2025-12-12T18:29:55.000+0000,(519) 967-9769 Ext 1001,,msayer@horizonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgvVoYAI,False,,24501672,003OH00000J0H4RYAV,001OH00000NI5QeYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:49:30.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T18:49:30.000+0000,005OH00000BfonJYAR,2025-12-12T18:49:30.000+0000,005OH00000BfonJYAR,2025-12-12T18:49:30.000+0000,(604)637-0339,,alicia@coreplan.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgvkKYAQ,False,,24500975,0035o000006azUtAAI,0015o0000079yySAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:39:13.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T18:39:13.000+0000,005OH00000BfjndYAB,2025-12-12T18:39:14.000+0000,005OH00000BfjndYAB,2025-12-12T18:39:14.000+0000,(604)562-6701,,vivianlananhbui@live.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgx9PYAQ,False,,24501031,0030A0000029ntcQAA,0010A000002wAfuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:40:04.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T18:40:04.000+0000,005OH00000BfonJYAR,2025-12-12T18:40:04.000+0000,005OH00000BfonJYAR,2025-12-12T18:40:04.000+0000,(604)761-5756,,ksmann@shaw.ca,(604)945-9880,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgx9WYAQ,False,,24503252,0030A0000029m5ZQAQ,0010A000002w96oQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 12th, 2025 ***
User needed help resetting MFA. Authenticated using rotation 2. Disconnected and reconnected authenticator. Login successful.
==============
Good afternoon Nicole,

It was a pleasure speaking with you and helping you reset your authenticator connection to your Workspace account.

During our call I disconnected the previous authenticator link and helped you connect to Salesforce Authenticator. Signing in worked successfully.

I’m glad I was able to assist you today connect to your account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-12T19:25:48.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T19:13:59.000+0000,005OH00000AbJ7aYAF,2025-12-12T19:25:48.000+0000,005OH00000AbJ7aYAF,2025-12-12T19:25:48.000+0000,(250)860-7746,,jeremy.fulford@iaprivatewealth.ca,(250)862-9248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgxR9YAI,False,,24502811,0030A0000029oGjQAI,0010A000002wAwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:07:29.000+0000,False,False,005OH000004pk06YAA,2025-12-12T19:07:29.000+0000,005OH000004pk06YAA,2025-12-12T19:07:29.000+0000,005OH000004pk06YAA,2025-12-12T19:07:29.000+0000,(416)787-1366,(416) 452-1393,kevin@gicwealth.ca,(416)630-4022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgxUNYAY,False,,24505558,0030A0000029hxJQAQ,0010A000002w5kCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:49:48.000+0000,False,False,005OH000004pk06YAA,2025-12-12T19:49:48.000+0000,005OH000004pk06YAA,2025-12-12T19:49:48.000+0000,005OH000004pk06YAA,2025-12-12T19:49:48.000+0000,(905)884-6117,(416) 953-2626,dlgfinancialgroup@rogers.com,(905)884-6177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgxflYAA,False,,24504101,0035o000007ERP3AAO,0015o000007uk7UAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:26:48.000+0000,False,False,005OH000004pk06YAA,2025-12-12T19:26:48.000+0000,005OH000004pk06YAA,2025-12-12T19:26:48.000+0000,005OH000004pk06YAA,2025-12-12T19:26:48.000+0000,(905)979-9676,,insurance@sonnymartin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgy0cYAA,False,,24501550,0030A0000029kQ1QAI,0010A000002w7leQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:47:41.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T18:47:41.000+0000,005OH00000BfonJYAR,2025-12-12T18:47:41.000+0000,005OH00000BfonJYAR,2025-12-12T18:47:41.000+0000,(604)728-7739,,bklee@shaw.ca,(604)251-6828,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgy3pYAA,False,,24500305,0030A0000029lIaQAI,0010A000002w8TdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:29:13.000+0000,False,False,00516000007Qeg2AAC,2025-12-12T18:29:13.000+0000,00516000007Qeg2AAC,2025-12-12T18:29:13.000+0000,00516000007Qeg2AAC,2025-12-12T18:29:13.000+0000,(416)474-3170,647-687-2099,joan_reynolds@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgyNBYAY,False,,24500363,003G000001hU8FnIAK,0010A000002wSvGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"*******DDS******* 12/12/2025

User needed assistance setting up a new authenticator, DDS authenticated and assisted user with the set up.


ref: KB0021888

******email chain*****

Hello Lloyd, 

     Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you reconnect your MFA to ensure account security. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

  The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T18:46:10.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T18:30:05.000+0000,005OH00000BFQFHYA5,2025-12-12T18:46:10.000+0000,005OH00000BFQFHYA5,2025-12-12T18:46:10.000+0000,(514) 286-8811 x104,(514) 983-7311,lloyd@kelsonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgyOpYAI,False,,24503410,0030A0000029jzsQAA,0010A000002w7P7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:16:08.000+0000,False,False,005OH000004pk06YAA,2025-12-12T19:16:08.000+0000,005OH000004pk06YAA,2025-12-12T19:16:08.000+0000,005OH000004pk06YAA,2025-12-12T19:16:08.000+0000,(416)505-7999,(416) 505-7999,jp2coins@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgyv7YAA,False,,24503811,003G0000018f75TIAQ,0010A000002wP8nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,PAC/AWD Summary Report Requested,Medium,"***WRS Email*** 2025-12-12
Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Darren W Koole22597
Code: 22597

Please email it to darren@balancewealth.ca",True,2025-12-12T19:22:18.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T19:22:18.000+0000,005OH00000AX0rVYAT,2025-12-12T19:22:18.000+0000,005OH00000AX0rVYAT,2025-12-12T19:22:18.000+0000,(519)351-0101,,darren@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgzBEYAY,False,,24502683,003OH00000M97QlYAJ,001OH00000QuxVSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica Registration,Medium,"NAME: GABRIELLE HELENE LEROUX 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: P8008
PHONE: 613-935-5994 
EMAIL: gleroux@primerica.com 
 
ISSUE: 
User was trying to complete registration but was getting an error mesasge 
 
 
FINDINGS:
User was using the wrong activation code. 
 
TROUBLESHOOTING/RESOLUTION:
I directed user to the registration email to find the activation code.  
 
EMAIL:
 
--------------------------------------***DDS DEC/12/2025***--------------------------
No email sent
User self resolved the case",True,2025-12-12T19:09:46.000+0000,False,False,005OH00000BGf2TYAT,2025-12-12T19:05:22.000+0000,005OH00000BGf2TYAT,2025-12-12T19:09:47.000+0000,005OH00000BGf2TYAT,2025-12-12T19:09:47.000+0000,(613)935-5994,,gleroux@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hgzzIYAQ,False,,24504767,0030A0000029mZdQAI,0010A000002w9ZHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace unlock,Medium,"*****DDS****12/12/2025

User needed account to be unlocked but did not have their advisor code for authentication. They will be calling back.

ref: KB0021888


*****Email chain*****
Hello Ha, 

    It was a pleasure assisting you today. You can reach back out to us at 1-800-475-7001 Monday- Friday 8 am -8pm est, once you verify your advisor code. Your MGA leadership would also be a good contact to confirm your code. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:49:24.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T19:37:16.000+0000,005OH00000BFQFHYA5,2025-12-12T19:49:24.000+0000,005OH00000BFQFHYA5,2025-12-12T19:49:24.000+0000,(905)695-5163,,hb72nguyen@gmail.com,(905)760-0240,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh0C5YAI,False,,24500760,0030A0000029YgCQAU,0010A000002vy2tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:35:59.000+0000,False,False,005OH000005URvxYAG,2025-12-12T18:35:59.000+0000,005OH000005URvxYAG,2025-12-12T18:35:59.000+0000,005OH000005URvxYAG,2025-12-12T18:35:59.000+0000,(780)760-2168,(780) 982-1688,benny.wong2168@gmail.com,(780)760-2168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh0VXYAY,False,,24503272,003OH00000RHTECYA5,001OH00000X9VpoYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:14:13.000+0000,False,False,005OH000004pk06YAA,2025-12-12T19:14:13.000+0000,005OH000004pk06YAA,2025-12-12T19:14:14.000+0000,005OH000004pk06YAA,2025-12-12T19:14:14.000+0000,(416)876-5252X0,,anjusandhar@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh1EeYAI,False,,24501840,003G0000018f6efIAA,0010A000002wOchQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to access Product illustration.,Medium,"***DDS*** 12/12/25
Name: Giovanna Barbieri
Phone:
Agent code: W5081
Reference: KB0022814, KB0023322 

Hello Giovanna,

Thank you for contacting the Workspace support group regarding How to access Product illustration.

Product Illustration can be found as a desktop icon or by searching the start menu.
 
If not on the Desktop:
 
1. Click on the Start menu 
 
 
2. Click the ‘Canada Life Direct’ folder
•	If there is no Canada Life (Direct) folder, have the caller search (just start typing and a search box will appear): Product Illustration

o	For French users they should search Examples de Produits
3. Select the Product Illustrations icon to launch the illustrator 
 
English
 
 
French
 
 

If the Advisor still cannot find it they may not have it installed.

To Intall:

1. Provide the Advisor with this link to the Direct (formerly ADSL) software downloads on Workspace:
 
https://www.acp.canadalife.com/secure/more-adsl/technology/software-downloads.html
(On Workspace this is found through More > Technology > Software Downloads)

2. Once the Advisor has downloaded Product Illustrations they can double-click on the downloaded file to install the application. 
 
Once complete it should appear in their Start Menu under Apps and should create a Desktop icon as well. 


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Inforce Par Illustrations <InforceParIllustrations@canadalife.com> 
Sent: December 10, 2025 1:26 PM
To: Barbieri, Giovanna <Giovanna.Barbieri@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: WILLIAM N STESZYN Pol#4769593-4

@Workspace Support can you please assist, as below.

Thank you
Katie Wood
Inforce Par Illustrations

 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la presente communication, y compris tout fichier joint, est confidentiel et peut etre privilegie. Si vous n'etes pas le destinataire (ou si vous ne recevez pas la presente communication au nom du destinataire vise), veuillez en aviser immediatement l'expediteur et supprimer ou detruire le present message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.  noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilite pour ce qui est de la perte ou des dommages causes par la presence d'un virus.


From: Barbieri, Giovanna <Giovanna.Barbieri@canadalife.com> 
Sent: December 10, 2025 12:57 PM
To: Inforce Par Illustrations <InforceParIllustrations@canadalife.com>
Subject: RE: WILLIAM N STESZYN Pol#4769593-4

Hello Katie,

Thank you for the illustrations.

Would you know where advisor accesses Product illustration?

Some advisors have a habit on relying on the ASAs. I am curious to know where they can access the product illustrations.

I appreciate your feedback.

Thanks,


Giovanna Barbieri
Advisor Support Associate | Advisor Solutions Canada Life
Associé, Soutien aux conseillers | Solutions conseillers Canada-Vie
Giovanna.Barbieri@canadalife.com  |  819-975-0361

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Inforce Par Illustrations <InforceParIllustrations@canadalife.com> 
Sent: Wednesday, December 10, 2025 10:31 AM
To: Katsipis, Elithaki <Elithaki@EKSFinancialservices.com>
Cc: Barbieri, Giovanna <Giovanna.Barbieri@canadalife.com>
Subject: RE: WILLIAM N STESZYN Pol#4769593-4

Hi Elithaki, 

I’ve attached the requested illustrations for 4769593-4. We are no longer providing illustrations that offices can produce themselves. Please be advised that there is no special handling that would prevent your office from running this policy illustration in Product Illustrations. Please reach out to @Workspace Support and reference KB0021168 if there are issues using PI and KB0022001 if there are issues with delegate access in PI.

These quotes/illustrations and all values represented are for information only and not an estimate or prediction of future performance.  Actual values may be higher or lower than those indicated. 

*Please note we have a standard 5-10 day turnaround time for all requests. If you require something by a particular date or time, please indicate this in the subject line and we will do our best to accommodate the request.

Thank you,
Katie Wood
Inforce Par Illustrations

 

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Elithaki Katsipis <Elithaki@EKSFinancialServices.com> 
Sent: December 4, 2025 11:07 AM
To: Inforce Par Illustrations <InforceParIllustrations@canadalife.com>
Cc: Barbieri, Giovanna <Giovanna.Barbieri@canadalife.com>
Subject: [EXT] WILLIAM N STESZYN Pol#4769593-4
Importance: High

Hello, Can you please send me a policy illustration for this client. Is he eligible for premium vacation? Thank you, Aimeriez-vous prendre un rendez-vous avec moi, veuillez cliquer sur ce lien: Want to book an appointment, please click on the
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Can you please send me a policy illustration for this client.

Is he eligible for premium vacation?

Thank you,

Aimeriez-vous prendre un rendez-vous avec moi, veuillez cliquer sur ce lien:
Want to book an appointment, please click on the link below:
Calendly - Elithaki Katsipis

ELITHAKI KATSIPIS, B.A. Econ.
Conseillère en sécurité financière | Financial Security Advisor
Conseillère en assurance et rentes collectives | Group insurance and group annuity Plans Advisor
Tel. : 514-332-1127 | Cell. : 514-347-7209
365 - 4480 chemin Côte de Liesse,
Mont-Royal, QC, H4N 2R1",True,2025-12-12T18:52:18.000+0000,False,False,005OH00000BGeeHYAT,2025-12-12T18:52:18.000+0000,005OH00000BGeeHYAT,2025-12-12T18:52:18.000+0000,005OH00000BGeeHYAT,2025-12-13T02:02:48.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh1HpYAI,False,,24501004,003OH00000M9C0YYAV,001OH00000QuyWIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/12
----------------
burdol powell
p4535
i tried to log into Workspace, tried to register
user was mostly registere for workspace
signed them into Workspace 
searched their email for acviation code 
user completed registration 
signed into Workspace 


*email*
----------------
Good afternoon Burdol, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You got most of the way through registering for Workspace but got stuck at a particular spot when it was asking for a code. We were able to figure out that you had mostly completed the registration correctly, you just needed to finish it. We were able to help you retrieve your activation code in your email and then complete your registration successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:51:28.000+0000,False,False,005OH000008919xYAA,2025-12-12T18:39:33.000+0000,005OH000008919xYAA,2025-12-12T19:51:28.000+0000,005OH000008919xYAA,2025-12-12T19:51:28.000+0000,(647)785-1237,,burdolfpowell@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh27cYAA,False,,24507207,003G0000018f6wQIAQ,0010A000002wOyIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application blocked,Medium,"*** DDS Dec 12th, 2025 ***
User has application for DSFA blocked due to innability to verify phone number as apparently it defaults to office when she enters a cell number. Will call back when they have the application on screen.
=============
Good afternoon Pam,

It was a pleasure speaking with you today about an application submission issue with verifying phone number.

During our call you said you could not access the application and the current issue on a computer. You can call us back, or have a support staff call us back with that information so we can gather information about the issue as well as screen capture to try and resolve it.

Ou number is 1-888-999-4516 and the case number is 24507207.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-12T20:45:04.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T20:15:33.000+0000,005OH00000AbJ7aYAF,2025-12-12T20:45:04.000+0000,005OH00000AbJ7aYAF,2025-12-12T20:45:04.000+0000,(403)265-3771,,plavers@thetowergroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh29CYAQ,False,,24506463,0030A0000029orWQAQ,0010A000002wBRnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:03:42.000+0000,False,False,005OH000004oiYEYAY,2025-12-12T20:03:42.000+0000,005OH000004oiYEYAY,2025-12-12T20:03:42.000+0000,005OH000004oiYEYAY,2025-12-12T20:03:42.000+0000,(519)885-8786,,sue@noblewealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh2lmYAA,False,,24502513,003OH00000SdcJyYAJ,001OH00000YrXf7YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,"***2025/12/12***
 
 
==================================================================================
 
User's Name: Wei Liu
Email: 7080113st@gmail.com
Code: H7634
KBA: KB0021197  
Verification: 
Notes: Has access to Workspace. Needs access to CE Centre (The Learning Centre) Looking to learn CE credits to renew Advisor License in training. Advised her to contact learningcentreadministrator@canadalife.com 

Shu Yan Liu is a trustee and passed away. 60632614T, 60494105T, 50003411P, 50003254P, 50004301P need to be changed and removed from the policy. 
==================================================================================
 
***Email Chain***
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    ‌ 



Hello TJ

Received.THANK YOU.

On Fri, Dec 12, 2025 at 11:25 AM CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
Hi Wei,
 
During our call you made an additional request to remove a trustee from your policies due to a death. We would love to assist you, but unfortunately that is a different department. Please contact Client Services Centre at 1-888-252-1847  and they should have you fill out a form and then they should be able to assist you better.
 
If you have any other concerns or questions regarding Workspace, please reach out!
 
We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
 
Warm Regards, 
 
T.J. Z.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-12T19:47:44.000+0000,False,False,005OH00000BFPZIYA5,2025-12-12T19:02:50.000+0000,005OH00000BFPZIYA5,2025-12-12T19:47:44.000+0000,005OH00000BFPZIYA5,2025-12-12T19:47:44.000+0000,(778)953-4986,,7080113st@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZIYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh39zYAA,False,,24503035,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:10:53.000+0000,False,False,005OH000004pk06YAA,2025-12-12T19:10:53.000+0000,005OH000004pk06YAA,2025-12-12T19:10:54.000+0000,005OH000004pk06YAA,2025-12-12T19:10:54.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh3LHYAY,False,,24505309,003OH00000QgZ4AYAV,001OH00000WTHszYAH,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/12/25 

As per the new process for authentication, user was advised to call us directly to assist with their MGA login issue. 
============================================================================================= 
 
****Email Chain****

Good day Drew,

Thank you for contacting Workspace Support regarding registering for MGA Workspace.
 
To help you with this, we need to connect with you over the phone directly.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Drew MacQuarrie <drew@platinumwealth.ca> 
Sent: December 12, 2025 8:34 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Information

To whom it may concern, Would it be possible for someone to call me so I can discuss this email. 519-630-5121 Thank you Drew MacQuarrie (519) 601-9622 1-1478 Seagull Road, London ON, N6H 5L9 platinumwealth. ca How do I continue to protect my
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
To whom it may concern,

Would it be possible for someone to call me so I can discuss this email.

519-630-5121

Thank you

Drew MacQuarrie

 

(519) 601-9622 
1-1478 Seagull Road, London ON, N6H 5L9
platinumwealth.ca

How do I continue to protect my money from market shifts?
 
The contents of this communication including any attachment(s) are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient) please notify the sender immediately and delete or destroy this communication without reading it and without making, forwarding or retaining any copy or record of it or its contents. Thank you. 
NOTE: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present. “If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.”
Le contenu de la présente communication y compris tout fichier joint est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé) veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.
À NOTER: Nous avons pris des mesures de protection contre les virus mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. « Si vous ne désirez plus recevoir ces messages, veuillez répondre au présent message en indiquant Désabonnement dans l’objet. »",True,2025-12-12T19:45:51.000+0000,False,False,005OH0000097FtCYAU,2025-12-12T19:45:51.000+0000,005OH0000097FtCYAU,2025-12-12T19:46:29.000+0000,005OH0000097FtCYAU,2025-12-12T19:46:29.000+0000,(519)601-9622,,drew@platinumwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh3Q8YAI,False,,24502694,003G0000018f7btIAA,0010A000002wPiUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:05:33.000+0000,False,False,005OH00000245RQYAY,2025-12-12T19:05:33.000+0000,005OH00000245RQYAY,2025-12-12T19:05:33.000+0000,005OH00000245RQYAY,2025-12-12T19:05:33.000+0000,(450) 585-4847,(514) 757-4847,haussmann@4i.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh3t8YAA,False,,24501639,0030A0000029nSLQAY,0010A000002wAJXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:49:03.000+0000,False,False,005OH000004oiYEYAY,2025-12-12T18:49:03.000+0000,005OH000004oiYEYAY,2025-12-12T18:49:03.000+0000,005OH000004oiYEYAY,2025-12-12T18:49:03.000+0000,(519)659-0966,,kevlock@sympatico.ca,(519)659-9957,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh3xxYAA,False,,24501608,0030A0000029fYxQAI,0010A000002w3ihQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:48:38.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T18:48:38.000+0000,005OH00000BfonJYAR,2025-12-12T18:48:38.000+0000,005OH00000BfonJYAR,2025-12-12T18:48:38.000+0000,(604)637-0332,,adib@coreplan.net,(604)434-4906,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh4CVYAY,False,,24502471,003G0000018f6z8IAA,0010A000002wP1mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Investment Statement report on IC,Medium,"net amount vs book value inquiry on the report 

**EMAIL**

Good day Darin,

Thank you for reaching out to Wealth Reporting Support team.

On the Investment Statement report, the gross (net) amount = Unit Price * Number of Units. As the book value = Cost/Unit * Number of Units.

The Unit Price is the fund’s market price for the following date, ex. TDB2605 is 13.5100 on Oct. 17, 2024. As for the Cost/Unit, it is the ACB/Share price which is 13.1991 on Oct. 17, 2024, for TDB2605. This information can be found under Transactions > Details on Investment Centre. Please note the gain/loss shown in the attached file is not for tax purposes and is recommended to reach out to the fund company directly for more details.

 



Please note the branch’s designated Quadrus ASR appears to be Margot Pert (mutual fund related inquiries). If you require further assistance, please feel free to reach out to Margot.Pert@quadrusinvestment.com. Or the General Quadrus ASR line (mutual fund related inquiries) at 18885323322, select 1 for advisor and then select 3 to speak to an ASR. 



Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Darin Calderwood <Darin@helmsmanfinancial.ca> 
Sent: December 10, 2025 4:23 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] 

Hi, Hoping you can give me a call about this as the client’s accountant and myself have some questions. As an example, on page 3, TD Global Tactical there is a transfer in on Oct 17, 2024: Why is the gross amount and the book value different?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

Hoping you can give me a call about this as the client’s accountant and myself have some questions.

As an example, on page 3, TD Global Tactical there is a transfer in on Oct 17, 2024:

•	Why is the gross amount and the book value different?
•	Why is the unit price and cost/unit different on the same day?

I realize it is consistently different but an explanation would be helpful.

Clients accountant is looking for an explanation as to Gross amount and Book Value difference.

Thanks,

 
Darin Calderwood BBA, CFP
Certified Financial Planner
  
 		Book time to meet with me


 
Quadrus Investment Services
#408-355 Burrard St.
Vancouver BC, V6C 2G8
Tel: 604-868-2284

www.helmsmanfinancial.ca 
 
Member of the Canadian Association of Insurance and Financial Advisors (Advocis)
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-12T19:02:14.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T19:02:14.000+0000,005OH0000071DK9YAM,2025-12-12T19:02:15.000+0000,005OH0000071DK9YAM,2025-12-13T02:02:07.000+0000,(604)868-2284,(604) 868-2284,darin@helmsmanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh4VvYAI,False,,24505505,0030A0000029a3wQAA,0010A000002vzHcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MFA,Medium,"Advisor needs to update their MFA.
**************
Hi Amardeep , thank you for contacting the workspace support today.

To recap our call, I assisted you logging into workspace and updating your multifactor authenticator with your new phone. 


If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 





Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:52:55.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T19:48:59.000+0000,005OH00000BFQFCYA5,2025-12-12T20:12:35.000+0000,005OH00000BFQFCYA5,2025-12-12T20:12:35.000+0000,(416)508-4487,,amar@sethifinancial.ca,(905)487-1078,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh5V8YAI,False,,24502141,003OH00000NrhpkYAB,001OH00000SzpS8YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"******DDS****12/12/2025
User called for assistance with registration, DDS authenticated and assisted.

ref: KB0021888


*****email chain****
Hello Matt, 

     It was a pleasure assisting you complete your workspace registration today. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:13:36.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T18:57:06.000+0000,005OH00000BFQFHYA5,2025-12-12T19:13:36.000+0000,005OH00000BFQFHYA5,2025-12-12T19:13:36.000+0000,(613)967-6060X258,,mattmawer@bridgetowealth.ca,(613)967-6063,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh6qzYAA,False,,24502169,003G0000018f79dIAA,0010A000002wPCwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Merge,Medium,"user request merge of client account iwth different channel.
No visible discrepency
Sent to SL for ticket.
KB0016001

email============================================================================
Hello Service Leaders,

Can you please investigate this merge ,no visible discrepancy, same advisor and verified workspace no merge prompt.

From the email trail, it would appear the cis team made some adjustment on client name.

Request sent by:
Rachel Johnstone
Advisor: RICHARD BORLAND

First Name: Barbara
Middle Name
Last Name: Ross
DOB: 05 oct 1934
Policy #'s: 310069281, B389526-4
Company:  CL, LL
CIS Client ID: 1076132552, B389526-4
URL for records: 1076132552, 9366640210
Screenshot of any error messages


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 







From: O'Drowsky, Rachel <Rachel.O'Drowsky@canadalife.com> 
Sent: December 3, 2025 11:04 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Merge Client ID's -- BARBARA J ROSS 

Hello,

As per the email below, can you please confirm if you can merge the CL client ID for Barbara Ross, with LL client ID 9366640210?

Thank you!

Thank you,

Rachel Johnstone (O’Drowsky)
Senior In-Force Policy Associate | Insurance Client Service, Canada Operations 
Associè principal - Polices en vigueur | Service à la clientèle assurance vie, Exploitation, Canada 

Rachel.O’Drowsky@canadalife.com  |  Phone/Téléphone: 548-485-5457 | Toll-free/Téléphone sans frais: 1-844-363-5956 | 

  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Client Information System Support <ClientInformationSystem.Support@canadalife.com> 
Sent: December 3, 2025 9:00 AM
To: O'Drowsky, Rachel <Rachel.O'Drowsky@canadalife.com>
Subject: RE: Merge Client ID's -- BARBARA J ROSS 

HI I have merged the two LL ids. The other one is CL so I cannot merge it with the other ones. I have updated all files so that the middle initial is in the right field so that they should be able to proceed with the merge in Workspace.

Thanks 

Marcie
Marcie Sholdice (she/her)
Client Information System Support 
Central Services and Strategy 
Marcie.sholdice@canadalife.com
Call Centre Number - 1-888-252-1847

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage




From: O'Drowsky, Rachel <Rachel.O'Drowsky@canadalife.com> 
Sent: December 2, 2025 3:21 PM
To: Client Information System Support <ClientInformationSystem.Support@canadalife.com>
Subject: Merge Client ID's -- BARBARA J ROSS 

Hello,

Please merge below client IDs:

9366640210 MRS BARBARA J ROSS
7785300134 MRS BARBARA J ROSS

The advisor also said there is an additional profile that I am unfortunately unable to find.
It is for the same client (BARBARA ROSS, no middle initial), same address, and the nonregistered account number is 310069281

Can you please confirm if the additional profile can be located and merged with the other 2?

Thank you!

Thank you,

Rachel Johnstone (O’Drowsky)
Senior In-Force Policy Associate | Insurance Client Service, Canada Operations 
Associè principal - Polices en vigueur | Service à la clientèle assurance vie, Exploitation, Canada 

Rachel.O’Drowsky@canadalife.com  |  Phone/Téléphone: 548-485-5457 | Toll-free/Téléphone sans frais: 1-844-363-5956 | 

  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

============================================================================
Hello Rachel,

Thank you for submitting the merge request.

I have escalated this request to the second level team as there is no visible discrepancy .

Someone will reach you back as soon as we learn more.

If you require further assistance, please don't hesitate to contact us.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   





From: O'Drowsky, Rachel <Rachel.O'Drowsky@canadalife.com> 
Sent: December 3, 2025 11:04 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Merge Client ID's -- BARBARA J ROSS -24502169

Hello,

As per the email below, can you please confirm if you can merge the CL client ID for Barbara Ross, with LL client ID 9366640210?

Thank you!

Thank you,

Rachel Johnstone (O’Drowsky)
Senior In-Force Policy Associate | Insurance Client Service, Canada Operations 
Associè principal - Polices en vigueur | Service à la clientèle assurance vie, Exploitation, Canada 

Rachel.O’Drowsky@canadalife.com  |  Phone/Téléphone: 548-485-5457 | Toll-free/Téléphone sans frais: 1-844-363-5956 | 

  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Client Information System Support <ClientInformationSystem.Support@canadalife.com> 
Sent: December 3, 2025 9:00 AM
To: O'Drowsky, Rachel <Rachel.O'Drowsky@canadalife.com>
Subject: RE: Merge Client ID's -- BARBARA J ROSS 

HI I have merged the two LL ids. The other one is CL so I cannot merge it with the other ones. I have updated all files so that the middle initial is in the right field so that they should be able to proceed with the merge in Workspace.

Thanks 

Marcie
Marcie Sholdice (she/her)
Client Information System Support 
Central Services and Strategy 
Marcie.sholdice@canadalife.com
Call Centre Number - 1-888-252-1847

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage




From: O'Drowsky, Rachel <Rachel.O'Drowsky@canadalife.com> 
Sent: December 2, 2025 3:21 PM
To: Client Information System Support <ClientInformationSystem.Support@canadalife.com>
Subject: Merge Client ID's -- BARBARA J ROSS 

Hello,

Please merge below client IDs:

9366640210 MRS BARBARA J ROSS
7785300134 MRS BARBARA J ROSS

The advisor also said there is an additional profile that I am unfortunately unable to find.
It is for the same client (BARBARA ROSS, no middle initial), same address, and the nonregistered account number is 310069281

Can you please confirm if the additional profile can be located and merged with the other 2?

Thank you!

Thank you,

Rachel Johnstone (O’Drowsky)
Senior In-Force Policy Associate | Insurance Client Service, Canada Operations 
Associè principal - Polices en vigueur | Service à la clientèle assurance vie, Exploitation, Canada 

Rachel.O’Drowsky@canadalife.com  |  Phone/Téléphone: 548-485-5457 | Toll-free/Téléphone sans frais: 1-844-363-5956 | 

  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:06:59.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-12T18:57:28.000+0000,005OH00000AZ3ZxYAL,2025-12-12T19:06:59.000+0000,005OH00000AZ3ZxYAL,2025-12-12T19:06:59.000+0000,(705)646-4852,(705) 646-4852,richard@borlandfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh745YAA,False,,24505805,003G0000018f6xNIAQ,0010A000002wP01QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Address update,Medium,"***DDS Dec.12/2025***
User wanted to have the address on file updated. Advised user to reach out to the Advisor Service Centre to make the update and provided their contact info.

*****Email*****

Hello Craig,

Thanks for contacting the Workspace Support team regarding updating both the personal and corporate to the same address.

Please reach out to the Advisor Service Centre at 1-888-252-1847. They will be able to assist you with regards to updating the address.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Take care.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Craig Kotze <Craig@kotzefinancial.com> 
Sent: December 10, 2025 3:18 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Change of address: - Case - 24505805

Good day, Please update both personal and corporate to the same address effective Dec 1 2025. Adrian Craig Kotze - Planned Financial Security Inc. Suite 607-708 Farrow St Coquitlam BC V3J 0P2 Thank you. A. Craig Kotze Planned Financial Security
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good day,
Please update both personal and corporate to the same address effective Dec 1 2025. 
Adrian Craig Kotze - Planned Financial Security Inc. 
Suite 607-708 Farrow St Coquitlam BC V3J 0P2

Thank you.
A. Craig Kotze 
Planned Financial Security Inc.
604 729 6424 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not  the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. The recipient may request to not receive any further e-mails by replying electronically to the representative with the word ""REMOVE"" on the subject line.",True,2025-12-12T19:54:00.000+0000,False,False,005OH00000BFQFBYA5,2025-12-12T19:54:00.000+0000,005OH00000BFQFBYA5,2025-12-12T20:02:58.000+0000,005OH00000BFQFBYA5,2025-12-12T20:02:58.000+0000,(604)729-6424,(604) 729-6424,craig@kotzefinancial.com,(604)732-6320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh7DZYAY,False,,24502229,003OH00000YPThdYAH,001OH00000hRtvmYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T18:58:29.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T18:58:29.000+0000,005G0000002gxxjIAA,2025-12-12T18:58:30.000+0000,005G0000002gxxjIAA,2025-12-12T18:58:30.000+0000,(450)508-2174,,guillaume.bechard@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh7GuYAI,False,,24508383,0030A0000029j8NQAQ,0010A000002w6hAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Redwood,Medium,"KB0022199- User receiving error message Redwood when completing an application. 
Warm transfer to L2 (Kevin) 

Email: larry@lwburnsfinancial.ca 
Code: 98102
Phone: 613-832-2221
Term 30 Application 
Application: 60926864-6",True,2025-12-12T20:43:59.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T20:34:54.000+0000,005OH00000BG5v4YAD,2025-12-12T20:46:48.000+0000,005OH00000BG5v4YAD,2025-12-12T20:46:48.000+0000,(613)832-2221,,larry@lwburnsfinancial.ca,(888)933-5313,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh7oiYAA,False,,24504701,0035o000007WVGdAAO,0015o000008CzyYAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Misdirect User,Medium,"user looking tho access the Quadus direct virtual investment centre.
called assist 
refer user to email QuadrusSecurityRequests@quadrusInvestment.com.

email===============================================================================
Bonjour Remi,

Merci d’avoir contacté le support de l’espace d’affaire .

Lors de notre appel d’aujourd’hui, vous cherchiez à accéder au centre d’investissement virtuel Quadrus, qui n’est pas pris en charge dans l’espace de travail.

Cependant, vous pouvez envoyer un e-mail à QuadrusSecurityRequests@quadrusInvestment.com pour demander de l’aide.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:55:27.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-12T19:36:20.000+0000,005OH00000AZ3ZxYAL,2025-12-12T19:55:27.000+0000,005OH00000AZ3ZxYAL,2025-12-13T02:02:07.000+0000,(613)266-5826,,7456132@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh8EaYAI,False,,24507480,003OH00000OhINPYA3,001OH00000U2BeCYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:19:47.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T20:19:47.000+0000,005G0000002gxxjIAA,2025-12-12T20:19:47.000+0000,005G0000002gxxjIAA,2025-12-12T20:19:47.000+0000,(514)293-9462,,catherine.beaulieu@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh90tYAA,False,,24503630,003OH00000M94z2YAB,001OH00000QuwiJYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login assistance,Medium,"HARRY JAMES LOVE
advisor was having issues logging in to worksoace. They tried to share their screen but for some reason they were not able to share. They decided to call us back later on.

Hello Harry,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for logging in to your workspace account. You tried to share your screen with me, but for some reason Mac book doesn’t allow me to access your desktop. I tried to provide you the steps, but you had to end the call. Please give us a call back, I will be happy to assist you further.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:41:29.000+0000,False,False,005OH00000BFiyTYAT,2025-12-12T19:19:23.000+0000,005OH00000BFiyTYAT,2025-12-12T19:41:29.000+0000,005OH00000BFiyTYAT,2025-12-12T19:41:29.000+0000,(807)344-5043,,hlove.cl514@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hh9qUYAQ,False,,24503612,003OH00000W6fXcYAJ,001OH00000dFpzvYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:19:06.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T19:19:06.000+0000,005G0000002gxxjIAA,2025-12-12T19:19:06.000+0000,005G0000002gxxjIAA,2025-12-12T19:19:06.000+0000,(514)589-1192,,dreamgoalachieve@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhAGPYA2,False,,24508872,0030A0000029p8AQAQ,0010A000002wBejQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Dec 12th, 2025 ***
User wants to access advisor's account. But account not yet finished to register so advisor will have to call. Also advised to create her own account so I sent TPA form with instructions.
=================
Bonjour Céline,

C’était un plaisir de vous parler aujourd’hui pour vous aider à terminer l’inscription du compte Espace Affaires de Dominic.

Le compte de Dominic n’a pas fini d’être créé. Il a créé un nom d’utilisateur, et peut finir cette inscription en ligne en allant sur Register et mettre ce nom d’utilisateur et mot de passe. S’il ne se souvient pas du nom d’utilisateur, il peut envoyer un courriel à distribution_methodology@canadalife.com avec son nom complet et code de conseiller pour le confirmer.

Pour vous donner accès à ses clients et vous autoriser à créer des propositions pour eux, Dominic peut vous donner accès à titre de parti tiers en remplissant ce formulaire attaché et l’envoyer à distribution_methodology@canadalife.com qui vous enverra ensuite un code d’activation pour créer votre nom d’utilisateur qui vous permettra ensuite de vous inscrire à l’Espace Affaires.

Si à tout moment Dominic a des questions ou des problèmes pour son inscription, il devra nous appeler au 1-888-999-4516.
Vous pouvez nous appeler si vous rencontrez des problèmes pour votre inscription.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-12T20:51:57.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-12T20:42:30.000+0000,005OH00000AbJ7aYAF,2025-12-12T20:55:20.000+0000,005OH00000AbJ7aYAF,2025-12-12T20:55:20.000+0000,(418)696-0862,,ddesbiens@onsinvestit.com,(418)545-6748,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhC0SYAU,False,,24507683,0030A0000029gIJQAY,0010A000002w4M6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR-P202 code - Policy - 411223019,Medium,"***DDS Dec.12/2025***
User is getting the ERR-P202 message when trying to access the client's segregated fund accounts or insurance policies. Responded to user and advised this was going to be escalated to our 2nd level support team for further investigation and we would reach out directly once we had an update. Completed the L2 intake form and forwarded the email thread and my intake form to the Workspace Service Leaders to investigate this matter further.

*****Email*****

Hello @Workspace Service Leaders,

User is getting the ERR-P202 message when trying to view any of his client's segregated fund accounts or insurance policies. 
I have attached my completed L2 Intake form that includes the necessary supporting info to investigate this further.
The policy the user shared is 411223019.

 

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 1:36 PM
To: Paolatto, Bryan <Bryan.Paolatto@canadalife.com>
Cc: AYR Financial Admin <admin2@ayrfinancial.ca>; Neff, Alexandra <Alexandra.Neff@canadalife.com>
Subject: RE: Online Access - View Account Error Message - Case - 24507683

Hello Bryan & Elizabeth,

Thanks for contacting the Workspace Support team regarding the ERR-P202 message that is coming up when trying to access the client’s policy.

I am going to send this to our 2nd Level Support team to have this escalated for further investigation. We will reach out to you directly as soon as we have an update or if we require further information.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Paolatto, Bryan <Bryan.Paolatto@canadalife.com> 
Sent: December 11, 2025 8:12 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: AYR Financial Admin <admin2@ayrfinancial.ca>; Neff, Alexandra <Alexandra.Neff@canadalife.com>
Subject: FW: Online Access - View Account Error Message - Case - 24507683

Hello @Workspace Support,

Could you please look into this for Jason and Elizabeth?  Elizabeth, if you need any policy summaries or information in the interim, please let Alex and I know and we will pull this for you.

Thanks,

Bryan Paolatto, CIM®
Regional Sales Manager, Wealth
Canada Life
C: (519) 852-3681

From: AYR Financial Admin <admin2@ayrfinancial.ca> 
Sent: December 11, 2025 9:47 AM
To: Paolatto, Bryan <Bryan.Paolatto@canadalife.com>
Subject: [EXT] Online Access - View Account Error Message

Good morning Bryan, When my advisor, Jason Charrette advisor code: , attempts to view any of his client's segregated fund accounts or insurance policies he receives an error (ERR-P202) per the screenshot attached. Can you please forward this
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Bryan, 
 
When my advisor, Jason Charrette advisor code: , attempts to view any of his client's segregated fund accounts or insurance policies he receives an error (ERR-P202) per the screenshot attached. 
 
Can you please forward this to your tech team have this looked into and fixed? It has occurred since December 2, 2025. 
 
Thank you for your help. 
 
Elizabeth Whitehead 
Assistant 
  
Ayr Financial Services Group | IPC Securities Corporation 
Ayr Financial Services | IPC Investment Corporation 
Ayr Financial Services Inc. 
  
92 Stanley Street 
Ayr, ON. N0B 1E0 
  
P: (519) 632-9450 | F: (519) 632-9322 
E: admin2@ayrfinancial.ca 
W: www.ayrfinancial.ca 
    
PLEASE NOTE: Trade instructions cannot be accepted via email, fax, or voicemail and must be discussed with your advisor. 
  
** NOTICE OF CONFIDENTIALITY ** 
This material is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure.  If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited.  If you have received this communication in error, please notify the sender and destroy this message accordingly.",True,2025-12-12T20:23:02.000+0000,False,False,005OH00000BFQFBYA5,2025-12-12T20:23:02.000+0000,005OH00000BFQFBYA5,2025-12-12T20:46:58.000+0000,005OH00000BFQFBYA5,2025-12-12T20:46:58.000+0000,(519)632-9450X0305,x0305,jcharrette@ayrfinancial.ca,(519)632-9322,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhCgOYAU,False,,24507920,003G0000018f6aSIAQ,0010A000002wOXkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-12
Hello Scott,

We received your KYC report request. Unfortunately, this contact information is not up to date on file with Canada Life for us to send you the requested information. Please contact us with the email address you currently have on file for us to fulfill this request. 

However, if you have made any changes to your email address, please contact fieldoperations@canadalife.com so we can update our systems with the correct information.

Thank you again for your time. 

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T20:27:22.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T20:27:22.000+0000,005OH00000AX0rVYAT,2025-12-12T20:27:22.000+0000,005OH00000AX0rVYAT,2025-12-12T20:27:22.000+0000,(705) 748-2060,,sbaker@raigrantinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhCjVYAU,False,,24503214,003G0000018f7JVIAY,0010A000002wPOlQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Address correction,Medium,"****DDS****12/12/25 

Client provided consent for address change in WS on 11/28/25- 2 products out of 4 have the correct address
As per KB0015432, Escalated to Level 2 for address correction 
 
============================================================================================= 
 
****Email Chain****

Hello Neeru,

Thank you for contacting Workspace Support regarding the address update for the clients below.

I have escalated this request to our 2nd level support team for further investigation. Once there is an update, the team will reach out to you directly. If you have any other questions, please do not hesitate to reach out to us and we will be happy to assist!

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Makkar, Neeru <Neeru.Makkar@canadalife.com> 
Sent: December 10, 2025 2:33 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Address update

Hello,

Account: STACY COLLINS
Account: KEVIN HILLIER
Account: MS STACY COLLINS & KEVIN HILLIER

Client address has not been updated in workspace. Consent has been provided under 
REQ-2927327 and REQ-2927326.

Can you please fix this.


Thank you,
Neeru Makkar(She/Her)
Advisor Support Associate
Neeru.Makkar@canadalife.com  902-706-7404
 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Makkar, Neeru 
Sent: November 28, 2025 2:53 PM
To: Kevin Hillier <kevinwhillier@gmail.com>; Collins, Stacy Lynn <slc771@mun.ca>
Cc: Kent Nash <kent.nash@ashtreefinancial.ca>
Subject: RE: Tfsa

Good Day,
 
Thank you for your email. To update the address in our system you will receive a separate email with a link to provide consent to your address change.
 
Please provide the consent at  your earliest convenience.  
  
If you have any questions or concerns, we look forward to hearing from you.


Thank you,
Neeru Makkar(She/Her)
Advisor Support Associate
Neeru.Makkar@canadalife.com  902-706-7404
 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Kent Nash <kent.nash@ashtreefinancial.ca> 
Sent: November 28, 2025 2:11 PM
To: Kevin Hillier <kevinwhillier@gmail.com>
Cc: Makkar, Neeru <Neeru.Makkar@canadalife.com>
Subject: [EXT] RE: Tfsa

Sure thing. Neeru, please see below the new address for Kevin and Stacy Collins. Thanks, Kent Nash Financial Planner, Ash Tree Financial Inc. Investment Representative, Quadrus Investment Services Ltd. (709) 743-5611 | https: //urldefense. com/v3/__http: //www. ashtreefinancial. ca__;!!HMCOyEk!c6oHjmmPejArnLCTZA-g6wHLIDagQKV_cqzmJto_QN3a08H0gHsQjcpJ7VJLTNiOc4OeDlcPymd-rQLlSGDXPpGRxVueIOpi$
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Sure thing.  Neeru, please see below the new address for Kevin and Stacy Collins.

Thanks,


Kent Nash
Financial Planner, Ash Tree Financial Inc.
Investment Representative, Quadrus Investment Services Ltd.
(709) 743-5611  |  https://urldefense.com/v3/__http://www.ashtreefinancial.ca__;!!HMCOyEk!c6oHjmmPejArnLCTZA-g6wHLIDagQKV_cqzmJto_QN3a08H0gHsQjcpJ7VJLTNiOc4OeDlcPymd-rQLlSGDXPpGRxVueIOpi$
kent.nash@ashtreefinancial.ca
57 Old Pennywell Rd., St. John’s, NL, A1E 6A8














 


-----Original Message-----
From: Kevin Hillier <kevinwhillier@gmail.com> 
Sent: November 26, 2025 3:27 PM
To: Kent Nash <kent.nash@ashtreefinancial.ca>
Subject: Re: Tfsa

Could you also update our addresses to 
51 Peggy deane drive
Portugal cove-st. Phillips, NL
A1M0H7

Sent from my iPhone",True,2025-12-12T19:13:23.000+0000,False,False,005OH0000097FtCYAU,2025-12-12T19:13:23.000+0000,005OH0000097FtCYAU,2025-12-12T19:15:41.000+0000,005OH0000097FtCYAU,2025-12-12T19:15:41.000+0000,(709)743-5611,(709) 743-5611,kent.nash@ashtreefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhDPRYA2,False,,24503345,0030A0000029YgCQAU,0010A000002vy2tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:15:17.000+0000,False,False,005OH000005URvxYAG,2025-12-12T19:15:17.000+0000,005OH000005URvxYAG,2025-12-12T19:15:18.000+0000,005OH000005URvxYAG,2025-12-12T19:15:18.000+0000,(780)760-2168,(780) 982-1688,benny.wong2168@gmail.com,(780)760-2168,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhEQRYA2,False,,24504505,0030A0000029gb3QAA,0010A000002w4bJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:33:02.000+0000,False,False,005OH000007fgYjYAI,2025-12-12T19:33:02.000+0000,005OH000007fgYjYAI,2025-12-12T19:33:02.000+0000,005OH000007fgYjYAI,2025-12-12T19:33:03.000+0000,(514)576-8725,,diane@servicesfinanciersalarie.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhEVFYA2,False,,24505102,0030A0000029YglQAE,0010A000002vy3NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:42:42.000+0000,False,False,005OH000004pk06YAA,2025-12-12T19:42:42.000+0000,005OH000004pk06YAA,2025-12-12T19:42:42.000+0000,005OH000004pk06YAA,2025-12-12T19:42:42.000+0000,(416)245-8785,(416) 568-6273,mariannepisani@hotmail.com,(416)245-0879,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhEWnYAM,False,,24503625,003G0000018f6g5IAA,0010A000002wOe6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,technical issues printing portfolio summaries,Medium,"***DDS*** 12/12/25
Name: John McCabe

*** Submitted L2 escalation form to DDS Leaders inbox ***

Good afternoon John, 

This is Kevin, Service Leader from the Canada Life Workspace Support team, reaching out this error you have been facing when trying to export portfolio summaries in Workspace. 
We are happy to assist you with this matter.
We have escalated this issue to the Digital Lab team for deeper investigation and correction. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: John McCabe <john@abwealthandestate.com> 
Sent: December 12, 2025 2:36 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Pepin, Valerie <Valerie.Pepin@canadalife.com>
Subject: [EXT] Re: 24503625 - RE: technical issues printing portfolio summaries

I cleared the cache and cookies and the message still appears. I have this problem quite frequently. 1 in 3 maybe. I can go in and get individual product information but I cannot get summary information very often. John McCabe CFP Investment
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I cleared the cache and cookies and the message still appears.  I have this problem quite frequently.  1 in 3 maybe.  I can go in and get individual product information but I cannot get summary information very often.

John McCabe CFP
Investment Representative
(519) 550-1770
john@abwealthandestate.com
www.abwealthandestate.com 

    
The Rosewood tree is known for its strength and durability. The rings symbolize
the stages of your life and also represent our unique financial planning process.

 


________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: December 12, 2025 2:23 PM
To: John McCabe <john@abwealthandestate.com>
Cc: Pepin, Valerie <Valerie.Pepin@canadalife.com>
Subject: 24503625 - RE: technical issues printing portfolio summaries 
 
Hello John,
 
Thank you for contacting the Workspace support group regarding technical issues printing portfolio summaries.
 
Is it only for this client or for all clients and how long have you been seeing this message?
 
Please also try clearing Cache & Cookies on your web browser.
 
How to clear Cache and Cookies data on Google Chrome:
 
Instructions
1.	Open the Google Chrome browser
2.	Select the 3 vertical dots in the top right-hand side of the browser
 
 
 
 
 
1.	Find the section called Privacy and Security and select Clear browsing data
 
 
 
 
 
 
1.	Ensure that Time Range is set to All Time, and the 2 checkmarks are in Cookies and other site data and Cached Images and Files.
 
 
 
1.	Please close and relaunch the browser.
 
 
 
 
How to clear Cache and Cookies data on Edge:
 
1.	Select three dots in the top right-hand corner and then ‘Settings’.
2.	Choose Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’.
3.	Change ‘Time Range’ to ‘All Time’.
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Select ‘Clear Now’.
  
 
 
 
Please let me know if you have any questions or if there is anything else I can assist with.
 
We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey
 
We assure you of complete confidentially of your responses.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
 
 
Regards, 
 
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: John McCabe <john@abwealthandestate.com> 
Sent: December 12, 2025 1:44 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Pepin, Valerie <Valerie.Pepin@canadalife.com>
Cc: Knott, Charles <Charles.Knott@canadalife.com>; Bucciarelli, Angelo <angelo@abwealthandestate.com>
Subject: [EXT] Re: 24419450 - RE: Client Information in Workspace
 
Thank you. We are still having problems frequently printing portfolio summaries. . . ie Dianne Bannerman. . Click print summary and get this. . . John McCabe CFP Investment Representative (519) 550-1770 john@ abwealthandestate. com www. abwealthandestate. com
Thank you.  We are still having problems frequently printing portfolio summaries...ie Dianne Bannerman..
 
Click print summary and get this...
 
 
 
 
John McCabe CFP
Investment Representative
(519) 550-1770
john@abwealthandestate.com
www.abwealthandestate.com 
 
    
The Rosewood tree is known for its strength and durability. The rings symbolize
the stages of your life and also represent our unique financial planning process.",True,2025-12-23T14:05:21.000+0000,False,False,005OH000001yNnaYAE,2025-12-12T19:19:19.000+0000,005OH00000BGeeHYAT,2025-12-23T14:05:21.000+0000,005OH000001yNnaYAE,2025-12-23T14:05:21.000+0000,(519)550-1770,,john@abwealthandestate.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhEbjYAE,False,,24507585,0030A0000029erxQAA,0010A000002w36qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application status,Medium,"******DDS**** 12/12/2025
User wanted guidance on how to access pending applications. 


******email chain******

Hello Amandeep, 

     It was a pleasure assisting you today, I was able to verify that you are MGA, so you will be unable to see the status of a pending application on workspace until it’s processed. If you want an update, you can reach out to advisor service chat on workspace or call 1-888-252-1847. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T20:30:13.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T20:21:30.000+0000,005OH00000BFQFHYA5,2025-12-12T20:30:13.000+0000,005OH00000BFQFHYA5,2025-12-12T20:30:13.000+0000,(780)935-1000,,aman@onkarinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhFBDYA2,False,,24509399,0030A0000029WYsQAM,0010A000002vwGeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA new device,Medium,"user request to set up mfa on his phone, he did not have a authenticator connected.KB0022821
Email=============================
Bonjour Pierre,

Merci d’avoir contacté le support de l’espace d’affaire concernant l’authentificateur, J'ai vraiment apprécié notre échange.

Lors de notre appel d’aujourd’hui, nous avons connecté l’authentificateur Microsoft avec votre compte Workspace avec succès.

Et vous avez pu vous connecter et accéder à votre compte.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T21:09:28.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-12T20:51:51.000+0000,005OH00000AZ3ZxYAL,2025-12-12T21:09:57.000+0000,005OH00000AZ3ZxYAL,2025-12-12T21:09:57.000+0000,(418)228-7171X257,,pierre.thibodeau@agc.ia.ca,(418)228-7562,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhFMXYA2,False,,24508512,003G0000018f71UIAQ,0010A000002wP4oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support MFA,Medium,"Advisor needs to set up new authenticator.
********

Hi Gerard , thank you for contacting the workspace support today.

To recap our call, we disconnected your old multi-factor authentication method for workspace and reconnected your multi-factor on your new phone using the salesforce authenticator app.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T20:58:52.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T20:36:54.000+0000,005OH00000BFQFCYA5,2025-12-12T20:58:52.000+0000,005OH00000BFQFCYA5,2025-12-12T20:58:52.000+0000,(709)690-7458,(709) 690-7458,gerard.nash@principalplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhFhPYAU,False,,24505941,0030A0000029mZdQAI,0010A000002w9ZHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - ERR-W1283,Medium,"KB0017399- User needs assistance with signing into Workspace. 
Logmein- Guided user to reset password through the self guided option

Code: 41358
Email: hb72nguyen@gmail.com 

**************************************************************
Good afternoon, Ha

Thank you for contacting the Workspace Support Team, it was great speaking to you regarding Workspace login!

I’m glad I was able to assist you with resetting your password so you can successfully sign into your Workspace account. During Workspace login it will now request a confirmation through the Chrome Authenticator on your mobile device. 
As a reminder your authenticator for Workspace is on your Chrome browser. It is located on the top right of your screen; I provided a screenshot below of how the icon looks like. 
 


If you have any questions or need any further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T20:12:14.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T19:55:52.000+0000,005OH00000BG5v4YAD,2025-12-12T20:30:57.000+0000,005OH00000BG5v4YAD,2025-12-12T20:30:57.000+0000,(905)695-5163,,hb72nguyen@gmail.com,(905)760-0240,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhFwDYAU,False,,24508756,0035o000006kppJAAQ,0015o000007LMUrAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:40:20.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T20:40:20.000+0000,005OH00000BfjndYAB,2025-12-12T20:40:21.000+0000,005OH00000BfjndYAB,2025-12-12T20:40:21.000+0000,(236)706-5829,,pchan@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhGDgYAM,False,,24506936,0030A0000029iWLQAY,0010A000002w6EPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:11:00.000+0000,False,False,005OH000004pk06YAA,2025-12-12T20:11:00.000+0000,005OH000004pk06YAA,2025-12-12T20:11:00.000+0000,005OH000004pk06YAA,2025-12-12T20:11:00.000+0000,(416)580-6747,(416) 580-6747,ericb@ifcg.com,(416)486-4061,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhGDhYAM,False,,24507816,0030A0000029pqaQAA,0010A000002wCD4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Setting up ASA (Indirect) WS Access,Medium,"Indirect ASA Laurinda Barnard looking for assistance registering ASA Workspace account; authenticated user; initiated logmein session and verified Registration; reset ISAM password as per KB0020554 (needs updating); completed WS registration together and ultimately setup Microsoft Authenticator browser extension as per KB0016709 (offered future support setting up alternate Authentication methods if desired - i.e. SF mobile app if user wants to use different browser); confirmed user was able to log in and out of WS successfully; expected clients were not visible in WS under aligned CL Advisor Dean Lewis (C0189 - TPA access confirmed in Siebel); confirmed TPA access is required through DM (as per KB0017372 and verified by logging into to Dean's WS account and checking ""My Settings - TPA"" tab); sent email to Laurinda summarizing WS login steps and referring to DM to resolve TPA access issue 

Also - lost SF/CCP connection during logmein, called user back, logged in png attached to this case

Wednesday, December 17th 2025: User confirmed WS TPA access; am closing case

Resources Referenced/Source of Triage: KB0020554, KB0016709, KB0017372

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 17, 2025 12:43 PM
To: Laurinda Barnard <laurindab@fraserfinancial.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: MGA Workspace Account - SF Case #24507816

Hey Laurinda,

That’s wonderful – thank you for confirming! We will close this case as Resolved.

As always, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Happy Holidays, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Laurinda Barnard <laurindab@fraserfinancial.com> 
Sent: December 17, 2025 10:23 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: MGA Workspace Account - SF Case #24507816

Good morning, It looks like it’s working now: Laurinda Barnard Licensed Assistant IPC Investment Corporation Fraser Financial - Abbotsford Phone: 604-855-0034 Fax: 604-855-1734 Toll free: 1-888-549-1199 http: //www. fraserfinancialabbotsford. com
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning,

It looks like it’s working now:

 

Laurinda Barnard
Licensed Assistant 
IPC Investment Corporation
Fraser Financial - Abbotsford 
Phone: 604-855-0034 Fax:  604-855-1734
Toll free:  1-888-549-1199
http://www.fraserfinancialabbotsford.com
mailto:laurindab@fraserfinancial.com
 
This message is intended to be received only by the individual or entity to whom or to which it is addressed, and may contain information that is confidential and/or privileged and/or subject to copyright.  If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited.  Please notify the sender immediately if you have received this communication in error (by calling collect, if necessary) so that we can arrange for its return at our expense.  Thank you for your assistance and cooperation.
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 17, 2025 9:17 AM
To: laurindab@fraserfinancial.com
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: MGA Workspace Account - SF Case #24507816

Hi Tina, 

Thank you for confirming! 

Laurinda – could you please confirm if your Workspace account reflects this delegate access? TPA access sometimes needs to update overnight. 

If you are still not seeing your clients as expected – please feel free to give us a call and we will investigate this issue further.

The Workspace Support team is available phone Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001. Simply provide your SF Case #24507816 and the Digital Distribution Support Specialist will be able to access this email thread. 

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 16, 2025 7:56 PM
To: laurindab@fraserfinancial.com
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: MGA Workspace Account - SF Case #24507816

Hi Laurinda.

We can confirm that you currently have delegate access to Dale-Lynn Desabrais (C0912) and Lewis Dean (C0189).

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 3:06 PM
To: laurindab@fraserfinancial.com
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: MGA Workspace Account - SF Case #24507816

Hi Laurinda, 

Thank you so much for reaching out to Workspace Support! It lovely meeting you today. 

We are so glad we were able to complete your MGA Workspace registration and successfully link your account to the Microsoft Authenticator browser extension. As discussed, if you decide you would like to update your authentication method in the future (i.e. a mobile authenticator that can be used with different browsers), please feel free to give us a call and we would be happy to assist. 

To review, you may access your MGA Workspace account by following the steps below: 

1.	Enter your Workspace login credentials 

2.	Select the MGA/AGA Association channel

3.	Select Sign in 

 

4.	Select the Microsoft MFA browser extension (QR Code icon) from the top of your browser

 

5.	Enter your Verification Code and select Verify to complete your sign-in

 

Tip: From the Manage Clients> Client Accounts tab; select the red Search button to populate results


Lastly, we were able to confirm that accessing CL Advisor Dean Lewis’ (C0189) Workspace clients requires TPA authorization. Your Siebel profile is already set up with TPA Access to C0189. However, there were no clients available within your Workspace account as of yet. 

@Distribution Methodology – kindly please confirm Laurinda’s Delegate Third-Party Access under CL Advisor Dean (Robert) Lewis (C0189) now that their ASA Workspace account registration is complete. Laurinda’s UserID is LAURINDA85  (or advise if you need any further information). 

Thank you both! 

In the meantime, Laurinda, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T21:23:59.000+0000,False,False,005OH00000BFQFDYA5,2025-12-12T20:25:29.000+0000,005OH00000BFQFDYA5,2025-12-17T19:44:37.000+0000,005OH00000BFQFDYA5,2025-12-17T19:44:37.000+0000,(604)855-0034,,deanl@fraserfinancial.com,(604)855-1734,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhGn9YAE,False,,24506026,003G0000018f6tEIAQ,0010A000002wOuxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-12
Hello Marie-Helene,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Marie-Helene,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
9ZOYBAXR

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Eric R. Sigouin
Code: 23220

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to mariehelene@sigouinfinancial.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T19:57:21.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T19:57:21.000+0000,005OH00000AX0rVYAT,2025-12-12T19:59:19.000+0000,005OH00000AX0rVYAT,2025-12-12T19:59:19.000+0000,(514)544-3742,(705) 372-3883,eric@sigouinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhICEYA2,False,,24504388,0035o000006h9syAAA,0015o000007HRGIAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:31:26.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T19:31:26.000+0000,005OH00000BfjndYAB,2025-12-12T19:31:27.000+0000,005OH00000BfjndYAB,2025-12-12T19:31:27.000+0000,(604)369-8345,,rahuldevkapoor@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhILyYAM,False,,24507328,003OH00000M91LWYAZ,001OH00000QuxDEYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica workspace login issue ERR- W2307 - INC1932370,Medium,"****December 15, 2025
User's email address was update successfully in CIAM. They were advised to log into WS again.
===============================================================================


P0746
Advisor is trying to login and they are getting ERR-W2307. according to the KBA KB0023468  , they are already registered. I tried to clear cache and cookies and they are still getting the same error once they enter activation code. called assist line and the issue has been escalated to the second level support.

Mike's case 24393247
=============================================================================================

****Email Chain****

Hello Jin Yip,

This is Samantha following up on our phone call regarding an issue you have accessing your Workspace account.

We have gone ahead and escalated this access issue to our Digital Technical Lab Team for further investigation and will reach out once I have more information.

In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions",True,2025-12-12T20:47:50.000+0000,False,False,005OH000002iN7pYAE,2025-12-12T20:17:16.000+0000,005OH00000BFiyTYAT,2025-12-15T16:05:40.000+0000,005OH000002iN7pYAE,2025-12-15T16:05:40.000+0000,(778)384-5545,,jinyipkong@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhIU6YAM,False,,24508379,0030A00000CSW1fQAH,0015o0000054OlxAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email update,Medium,"*****DDS**** 12/12/2025

User was having issues with their email, as communications from client services were being sent to their old email. User was referred to ws to update email. DDS advised user email is up to date and they should be reaching out to client services for assistance. 

*****email chain****

Hello Luc, 

      It was a pleasure assisting you today. Your email is up to date on the workspace end. If client services are still sending communications to your old email. It would be best to reach out to them to see, if there is a way to update it on their end. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T20:58:42.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T20:34:51.000+0000,005OH00000BFQFHYA5,2025-12-12T20:58:42.000+0000,005OH00000BFQFHYA5,2025-12-12T20:58:42.000+0000,(514)235-0793,(514) 235-0793,luc.tremblay@valorian.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhJ1pYAE,False,,24504489,003OH00000Cq6c2YAB,001OH00000FPgMwYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reconnect Authenticator,Medium,"•	Reason for call: Disconnect authenticator
Authentication: Yes/No, which rotation: Yes, Dec rotation
•	Troubleshooting steps completed: Via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
==============================

Bonjour Sandra, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à reconnecter votre application d'authentification.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T19:38:55.000+0000,False,False,005OH00000BFQFGYA5,2025-12-12T19:32:49.000+0000,005OH00000BFQFGYA5,2025-12-12T19:38:55.000+0000,005OH00000BFQFGYA5,2025-12-12T19:38:55.000+0000,(514)710-0129,,sandramedina66@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhJYAYA2,False,,24505728,0030A00000CA8MbQAL,0010A00000CkXWrQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:52:49.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T19:52:49.000+0000,005OH000004Ir1xYAC,2025-12-12T19:52:49.000+0000,005OH000004Ir1xYAC,2025-12-12T19:52:49.000+0000,(403)998-0908,,taxipo321@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhJczYAE,False,,24509836,003OH00000HsszJYAR,0010A000002vtqRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:59:01.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T20:59:01.000+0000,005G0000002gxxjIAA,2025-12-12T20:59:01.000+0000,005G0000002gxxjIAA,2025-12-12T20:59:01.000+0000,(450) 973-2424,,josee.lortie@partenaire-conseils.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhJgEYAU,False,,24508637,0030A0000029pUYQAY,0010A000002wBvxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:38:48.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T20:38:48.000+0000,005OH000004Ir1xYAC,2025-12-12T20:38:49.000+0000,005OH000004Ir1xYAC,2025-12-12T20:38:49.000+0000,(403)221-0310,(403) 831-8144,eric.jozsa@raymondjames.ca,(403)221-0398,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhKCaYAM,False,,24511192,0030A0000029XEmQAM,0010A000002vwrfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:25:10.000+0000,False,False,005OH000005URvxYAG,2025-12-12T21:25:10.000+0000,005OH000005URvxYAG,2025-12-12T21:25:11.000+0000,005OH000005URvxYAG,2025-12-12T21:25:11.000+0000,(647)293-1765,7802711765,krmittal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhKFkYAM,False,,24510237,003OH00000YLjQ3YAL,001OH00000hLMG8YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:06:54.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T21:06:54.000+0000,005OH000004Ir1xYAC,2025-12-12T21:06:54.000+0000,005OH000004Ir1xYAC,2025-12-12T21:06:54.000+0000,(403)402-2320,,kristelai@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhKsZYAU,False,,24512137,0035o0000073rTBAAY,0015o000007hBJGAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:48:28.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T21:48:28.000+0000,005OH00000BfjndYAB,2025-12-12T21:48:29.000+0000,005OH00000BfjndYAB,2025-12-12T21:48:29.000+0000,(604)609-6196,,kyle@spearfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhKyqYAE,False,,24504987,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:40:52.000+0000,False,False,005OH000004pk06YAA,2025-12-12T19:40:52.000+0000,005OH000004pk06YAA,2025-12-12T19:40:52.000+0000,005OH000004pk06YAA,2025-12-12T19:40:52.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhLd8YAE,False,,24505422,0030A0000029iTLQAY,0010A000002w6C8QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:47:39.000+0000,False,False,005OH000004pk06YAA,2025-12-12T19:47:39.000+0000,005OH000004pk06YAA,2025-12-12T19:47:39.000+0000,005OH000004pk06YAA,2025-12-12T19:47:39.000+0000,(905)760-0093,,tullio@andreisfinancial.com,(905)760-0103,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhMNvYAM,False,,24506915,0030A0000029aOOQAY,0010A000002vzYCQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:10:42.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T20:10:42.000+0000,005OH00000BfonJYAR,2025-12-12T20:10:43.000+0000,005OH00000BfonJYAR,2025-12-12T20:10:43.000+0000,(604)647-0635,(604) 318-5443,fernando.marcial@cfcanadafinancial.ca,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhMffYAE,False,,24506622,0030A0000029eHIQAY,0010A000002w2g6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:06:13.000+0000,False,False,005OH000004pk06YAA,2025-12-12T20:06:13.000+0000,005OH000004pk06YAA,2025-12-12T20:06:14.000+0000,005OH000004pk06YAA,2025-12-12T20:06:14.000+0000,(416)436-2268,,ginostirpe@sympatico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhMxVYAU,False,,24511073,0035o000006wg5EAAQ,0015o000007Z025AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:22:35.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T21:22:35.000+0000,005OH00000BfjndYAB,2025-12-12T21:22:36.000+0000,005OH00000BfjndYAB,2025-12-12T21:22:36.000+0000,(778)241-5650,,kayla@ffgcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhNYXYA2,False,,24508187,003G0000018f6v6IAA,0010A000002wOwzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Kris,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
RSTKCBPNRY

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Kris,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Kristofer N Koep
Code: 18230

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to kristofer.koep@koepfinancialgroup.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T20:31:47.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T20:31:47.000+0000,005OH0000071DK9YAM,2025-12-12T20:31:48.000+0000,005OH0000071DK9YAM,2025-12-12T20:31:48.000+0000,(780)875-2125,(780) 871-4787,kristofer.koep@koepfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhNbpYAE,False,,24508243,003G0000018f6puIAA,0010A000002wOrdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-12
Hello Camby,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Camby,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
4A2LGKJ1

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Li Fei Wang
Code: F5604/ll21253

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to camby.wang@wwfinancial.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T20:32:44.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T20:32:44.000+0000,005OH00000AX0rVYAT,2025-12-12T20:32:44.000+0000,005OH00000AX0rVYAT,2025-12-12T20:32:44.000+0000,(604)723-2969,(604) 723-2969,camby.wang@wwfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhO6LYAU,False,,24505396,0030A0000029i6zQAA,0010A000002w5saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T19:47:19.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T19:47:19.000+0000,005OH000004Ir1xYAC,2025-12-12T19:47:20.000+0000,005OH000004Ir1xYAC,2025-12-12T19:47:20.000+0000,(403)698-3983,(403) 271-1905,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhOCxYAM,False,,24512652,0035o0000074xLLAAY,0015o000007iZklAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:02:14.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:02:14.000+0000,005OH00000BfjndYAB,2025-12-12T22:02:14.000+0000,005OH00000BfjndYAB,2025-12-12T22:02:14.000+0000,(250)768-8218,,jonathan.dobroskay@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhOw1YAE,False,,24509071,0030A0000029na6QAA,0010A000002wAQVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:46:20.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T20:46:20.000+0000,005OH000004Ir1xYAC,2025-12-12T20:46:20.000+0000,005OH000004Ir1xYAC,2025-12-12T20:46:20.000+0000,(403)862-3905,,vaneesa@goinsureme.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhP7KYAU,False,,24510412,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:09:52.000+0000,False,False,005OH000005URvxYAG,2025-12-12T21:09:52.000+0000,005OH000005URvxYAG,2025-12-12T21:09:52.000+0000,005OH000005URvxYAG,2025-12-12T21:09:52.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhP8wYAE,False,,24508919,0030A0000029pZoQAI,0010A000002wC00QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:43:19.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T20:43:19.000+0000,005OH000004Ir1xYAC,2025-12-12T20:43:19.000+0000,005OH000004Ir1xYAC,2025-12-12T20:43:19.000+0000,(403)383-9047,,loannevo@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhQ1pYAE,False,,24508834,0035o000005GX2TAAW,0015o000005pHQqAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:41:44.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T20:41:44.000+0000,005OH00000BfonJYAR,2025-12-12T20:41:44.000+0000,005OH00000BfonJYAR,2025-12-12T20:41:44.000+0000,(604)581-2134X204,(604) 786-5874,tracey.cambridge@globalpacific.com,(604)581-2629,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhQEdYAM,False,,24509394,0030A0000029pkbQAA,0010A000002wC8DQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:51:39.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T20:51:39.000+0000,005OH000004Ir1xYAC,2025-12-12T20:51:40.000+0000,005OH000004Ir1xYAC,2025-12-12T20:51:40.000+0000,(403)381-8662,,kcraig@quintusfinancial.biz,(403)381-8923,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhQjJYAU,False,,24508279,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:33:13.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T20:33:13.000+0000,005OH000004Ir1xYAC,2025-12-12T20:33:14.000+0000,005OH000004Ir1xYAC,2025-12-12T20:33:14.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhQudYAE,False,,24507405,0030A000006y0aNQAQ,0010A000007nyjHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MFA,Medium,"Advisor needs assistance to set up MFA.
*************
Hi Yue  , thank you for contacting the workspace support today.

To recap our call, I assisted you with setting up your multifactor authentication and you were able to sign onto workspace successfully.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T20:25:30.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T20:18:34.000+0000,005OH00000BFQFCYA5,2025-12-12T20:31:49.000+0000,005OH00000BFQFCYA5,2025-12-12T20:31:49.000+0000,(604)780-8884,,jerry.zhang.insurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhSQHYA2,False,,24511825,0030A0000029mtIQAQ,0010A000002w9pFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor needs assistance to register.
***********
Hi Rowena , thank you for contacting the workspace support today.

To recap our call, we confirmed you made a user ID. Please wait 48 hours before completing the second part of your registration. 

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T21:51:52.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T21:40:19.000+0000,005OH00000BFQFCYA5,2025-12-12T21:51:52.000+0000,005OH00000BFQFCYA5,2025-12-12T21:51:52.000+0000,(416)993-8242,905-512-9206,robad99@hotmail.com,(905)944-0244,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhSptYAE,False,,24506452,003G0000018f6VdIAI,0010A000002wOSKQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Investment centre error,Medium,"SL - Sent ticket to DAS for further investigation. INC1936179

******DDS***** 12/12/2025

Advisor: Chris Chornick
LL30517
Issue: not able to get into investment centre, login failed error message, DDS cleared cookies and cache. But issues was still not resolved

Escalated to 2nd level

===Email Chain===

Good afternoon Chris,

It was a pleasure speaking with you regarding the issue with accessing Investment Centre through Workspace.

During our call you advised you had access before the issue presented yesterday. My colleague Busayo cleared the cache and cookies on your browser but the issue persists. As mentioned, we’ve escalated this to our digital lab for further investigation and will provide an update as soon as we hear back from them.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas",False,,False,False,0050A000000qsPeQAI,2025-12-12T20:03:36.000+0000,005OH00000BFQFHYA5,2025-12-12T20:26:54.000+0000,0050A000000qsPeQAI,2025-12-13T02:02:35.000+0000,(204)777-6699,,chris@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhU0UYAU,False,,24507331,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:17:19.000+0000,False,False,005OH000004pk06YAA,2025-12-12T20:17:19.000+0000,005OH000004pk06YAA,2025-12-12T20:17:20.000+0000,005OH000004pk06YAA,2025-12-12T20:17:20.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhUmrYAE,False,,24506882,0030A0000029lhjQAA,0010A000002w8oNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:10:14.000+0000,False,False,005OH000004pk06YAA,2025-12-12T20:10:14.000+0000,005OH000004pk06YAA,2025-12-12T20:10:14.000+0000,005OH000004pk06YAA,2025-12-12T20:10:14.000+0000,(647)889-7290,(647) 889-7290,gakharsim@gmail.com,(905)887-9140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhUtLYAU,False,,24508491,0030A0000029gb2QAA,0010A000002w4bIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:36:38.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T20:36:38.000+0000,005OH000004Ir1xYAC,2025-12-12T20:36:39.000+0000,005OH000004Ir1xYAC,2025-12-12T20:36:39.000+0000,(403)270-3608,(403) 875-3337,clarke@clarkerobinson.ca,(888)875-9980,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhV4gYAE,False,,24508795,003G000001Q2zxsIAB,0010A000002wSffQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-12
Hello Anita,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Anita,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
3P01KN94

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: David Sklivas
Code: A1952

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to anitakouzoudjian@sklivas.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T20:40:57.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T20:40:57.000+0000,005OH00000AX0rVYAT,2025-12-12T20:40:57.000+0000,005OH00000AX0rVYAT,2025-12-12T20:40:57.000+0000,(514)631-1170,(514) 231-6680,info@sklivas.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhVBBYA2,False,,24510434,0035o000006v9N8AAI,0015o000007XEnIAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:10:14.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T21:10:14.000+0000,005OH00000BfjndYAB,2025-12-12T21:10:14.000+0000,005OH00000BfjndYAB,2025-12-12T21:10:14.000+0000,(778)558-9390,,april@cambriafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhWqOYAU,False,,24511944,0030A0000029bJ8QAI,0010A000002w0IcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace secure connection error,Medium,"*12/12*
----------------
Paul Leung 

PAUL SAU SEE LEUNG
27035
unable to log into Workspace, 
secure connection error on ipad 
user tried on the computer 
works on the computer

*email*
----------------

Good afternoon Paul, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace, but your iPad was giving you “not a secure connection” errors and would not let you access the site. We had you try to log into your PC and that worked without error. Workspace is not designed to work in mobile browsers; it works best on a desktop/laptop browser. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-13T00:27:50.000+0000,False,False,005OH000008919xYAA,2025-12-12T21:43:22.000+0000,005OH000008919xYAA,2025-12-13T00:27:50.000+0000,005OH000008919xYAA,2025-12-13T00:27:50.000+0000,(604)762-5500,,leungpaul01@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhWwkYAE,False,,24507663,0030A0000029msNQAQ,0010A000002w9oUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset and unlocked,Medium,"user used  the wrong password and locked her account.
authenticaed user and reset password.KB0017399
email=====================================

Bonjour Marie,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis réinitialisation de mot, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé votre mot de passe et vous avez pu accéder à votre compte d’espace d’affaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T20:27:32.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-12T20:22:41.000+0000,005OH00000AZ3ZxYAL,2025-12-12T20:33:48.000+0000,005OH00000AZ3ZxYAL,2025-12-12T20:33:48.000+0000,(450)973-2333,(514) 659-8512,marie-cynthia.rabel@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhXklYAE,False,,24508940,0030A0000029XOCQA2,0010A000002vwyBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:43:35.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T20:43:35.000+0000,005OH00000BfonJYAR,2025-12-12T20:43:35.000+0000,005OH00000BfonJYAR,2025-12-12T20:43:35.000+0000,(778)998-5259,,les@vorosfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhYCCYA2,False,,24508112,003OH00000URFGGYA5,001OH00000b88w2YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:30:24.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T20:30:24.000+0000,005G0000002gxxjIAA,2025-12-12T20:30:25.000+0000,005G0000002gxxjIAA,2025-12-12T20:30:25.000+0000,(450)522-1877,,jeremi.latulippe@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhYFOYA2,False,,24507813,0030A0000029eFDQAY,0010A000002w2e1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected User,Medium,"User directed to Workspace Support to update email with Canada Life. Email is already correct in Siebel, transferred to SD for any other potential email updates.",True,2025-12-12T20:53:45.000+0000,False,False,005OH00000BFQFGYA5,2025-12-12T20:25:28.000+0000,005OH00000BFQFGYA5,2025-12-12T20:53:45.000+0000,005OH00000BFQFGYA5,2025-12-12T20:53:45.000+0000,(418)544-7170,,theode@sympatico.ca,(418)544-7071,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhYVeYAM,False,,24510272,003OH00000YLjQ3YAL,001OH00000hLMG8YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:07:33.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T21:07:33.000+0000,005OH000004Ir1xYAC,2025-12-12T21:07:34.000+0000,005OH000004Ir1xYAC,2025-12-12T21:07:34.000+0000,(403)402-2320,,kristelai@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhYotYAE,False,,24509659,0030A0000029pqyQAA,0010A000002wCDNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:56:09.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T20:56:09.000+0000,005OH000004Ir1xYAC,2025-12-12T20:56:09.000+0000,005OH000004Ir1xYAC,2025-12-12T20:56:09.000+0000,(403)612-7259,,lshilliday@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhZGHYA2,False,,24507861,0030A0000029kT4QAI,0010A000002w7oZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Client signature.,Medium,"***DDS*** 12/12/25
Name: bo wang
Phone:647-326-4787
Agent code: D6049
Reference: KB0023307
He Bo,

Thank you for contacting the Workspace support group today regarding Simple Protect Client signature.

We loged into your workspace and continued the application and sent the email to the client.
We can see on the application that the email was sent and is waiting on the signature.
Once the client signs off you can continue the application.
You can contact the client and ask to check their email.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-12-15T17:32:33.000+0000,False,False,005OH00000BGeeHYAT,2025-12-12T20:26:15.000+0000,005OH00000BGeeHYAT,2025-12-15T17:32:33.000+0000,005OH00000BGeeHYAT,2025-12-15T17:32:33.000+0000,(416)835-4977,(416) 835-4977,bowangca@gmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhZhnYAE,False,,24511108,003G0000018f71wIAA,0010A000002wP5GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS Email Chain*** 2025-12-12
Hello Carol,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello Carol,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
N668OZ7E

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Carol Chambers
Code: 17699

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to carol@carolchambers.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T21:23:41.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T21:23:41.000+0000,005OH00000AX0rVYAT,2025-12-12T21:23:41.000+0000,005OH00000AX0rVYAT,2025-12-12T21:23:41.000+0000,(905)821-0795,416-528-0633,carol@carolchambers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhaKQYAY,False,,24508349,0030A0000029XbsQAE,0010A000002vx8xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:34:16.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T20:34:16.000+0000,005G0000002gxxjIAA,2025-12-12T20:34:16.000+0000,005G0000002gxxjIAA,2025-12-12T20:34:16.000+0000,(514)426-0886,(514) 992-5794,costa.cacchione@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhaPKYAY,False,,24510233,003OH00000Dzo8ZYAR,001OH00000HeabSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:06:50.000+0000,False,False,005OH000005URvxYAG,2025-12-12T21:06:50.000+0000,005OH000005URvxYAG,2025-12-12T21:06:50.000+0000,005OH000005URvxYAG,2025-12-12T21:06:50.000+0000,(780)995-4199,780.982.4199,info@swisinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhadqYAA,False,,24512608,0030A0000029q7qQAA,0010A000002w73CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:00:31.000+0000,False,False,0055o000001NWfMAAW,2025-12-12T22:00:31.000+0000,0055o000001NWfMAAW,2025-12-12T22:00:32.000+0000,0055o000001NWfMAAW,2025-12-12T22:00:32.000+0000,(416)720-4457,647-765-8777,adam@strategicviewfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhah4YAA,False,,24510406,0030A000006tUuLQAU,0010A000007itOTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call back - C24509560,Medium,Could not hear user so called back.,True,2025-12-12T21:14:12.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T21:09:47.000+0000,005OH00000BG5v4YAD,2025-12-12T21:14:12.000+0000,005OH00000BG5v4YAD,2025-12-12T21:14:12.000+0000,(613)748-3455X110,,jean@ouellettefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhakGYAQ,False,,24510513,0035o000006v9NAAAY,0015o000007XEnKAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:11:50.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T21:11:50.000+0000,005OH00000BfjndYAB,2025-12-12T21:11:51.000+0000,005OH00000BfjndYAB,2025-12-12T21:11:51.000+0000,(778)668-9390,,april@cambriafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhaluYAA,False,,24510703,003G0000018f6wQIAQ,0010A000002wOyIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application blocked follow up,Medium,"***DDS SL Dec 12 2025***

SL raised - INC1936310

*12/12*
----------------

Tricia Mochulski
w6087
16844

calling about a case, 24507207
DSFA no option to view submitted application
updated chrome browser 

*email*
----------------

Good afternoon Tricia and Connie, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today regarding the error you have been encountering in the Digital Seg Fund Application (DSFA) portal. 
We are glad to assist you in this matter. 
We have escalated this issue to the Digital Lab team for deeper investigation and insight. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T14:19:54.000+0000,False,False,005OH000001yNnaYAE,2025-12-12T21:15:32.000+0000,005OH000008919xYAA,2025-12-17T14:19:54.000+0000,005OH000001yNnaYAE,2025-12-17T14:19:54.000+0000,(403)265-3771,,plavers@thetowergroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhbDLYAY,False,,24509560,0030A000006tUuLQAU,0010A000007itOTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"User inquiring how to merge Financial Horizon with MGA Workspace account. User not registered for MGA Workspace account, directed him to register. 
KB0020858 - reset ISAM (User ID) - reset temporary password

Email: jean@ouellettefinancial.com 
Code: 35133
Code: C7114
Code: F1288
Phone: 613-697-5326


*********************************************************************
Good afternoon, Jean 

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully register for your Workspace account.  
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T21:23:51.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T20:54:25.000+0000,005OH00000BG5v4YAD,2025-12-12T21:23:51.000+0000,005OH00000BG5v4YAD,2025-12-12T21:23:51.000+0000,(613)748-3455X110,,jean@ouellettefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhbQCYAY,False,,24508374,0030A0000029XbsQAE,0010A000002vx8xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:34:42.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T20:34:42.000+0000,005G0000002gxxjIAA,2025-12-12T20:34:42.000+0000,005G0000002gxxjIAA,2025-12-12T20:34:42.000+0000,(514)426-0886,(514) 992-5794,costa.cacchione@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhbYJYAY,False,,24511121,003G0000018f6znIAA,0010A000002wP2RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Robert,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
2Y7VZY4DWX

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Robert,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Robert Thompson
Code: 23179

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to bob@btfinancial.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T21:23:50.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T21:23:50.000+0000,005OH0000071DK9YAM,2025-12-12T21:23:51.000+0000,005OH0000071DK9YAM,2025-12-12T21:23:51.000+0000,(613)902-7100,(613) 849-7041,bob@btfinancial.ca,(613)701-9725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhcakYAA,False,,24508718,0030A0000029kSHQAY,0010A000002w7nrQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:39:51.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T20:39:51.000+0000,005OH00000BfonJYAR,2025-12-12T20:39:52.000+0000,005OH00000BfonJYAR,2025-12-12T20:39:52.000+0000,(250)590-4724,(250) 590-4724,tracey.rompain@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhcsXYAQ,False,,24509916,0030A0000029p7WQAQ,0010A000002wBeKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,misdirect,Medium,"*12/12*
----------------

Hiu
55801

where i can find out what type of fund is eligable, 
how to question


*email*
----------------

Good afternoon Hui, 

Thank you for contacting the Workspace Support Team with your inquiry.

The Workspace Support Team has very limited how-to information regarding applications, we are more for technical support within Workspace itself, we thought it would be better to direct your question towards your RSA or to the CSC, if you wanted to speak to someone immediately about it, warm transferred you to the CSC. The RSA should be available from this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. If you have any other questions or concerns, please reply to this email or call us back.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T21:11:32.000+0000,False,False,005OH000008919xYAA,2025-12-12T21:00:39.000+0000,005OH000008919xYAA,2025-12-12T21:11:32.000+0000,005OH000008919xYAA,2025-12-12T21:11:32.000+0000,(604)561-7702,,aan098@gmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhdIPYAY,False,,24511045,0035o000004POpFAAW,0015o000004yXxzAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:21:39.000+0000,False,False,005OH000003ds0PYAQ,2025-12-12T21:21:39.000+0000,005OH000003ds0PYAQ,2025-12-12T21:21:39.000+0000,005OH000003ds0PYAQ,2025-12-12T21:21:39.000+0000,(519)878-5632,,eric@oninsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhdNBYAY,False,,24509085,0035o000006o7O2AAI,0015o000007PCtyAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:46:34.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T20:46:34.000+0000,005OH00000BfjndYAB,2025-12-12T20:46:34.000+0000,005OH00000BfjndYAB,2025-12-12T20:46:34.000+0000,(604)886-8787,,valerie_georgescu@cooperators.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhdjkYAA,False,,24512361,0030A0000029XEmQAM,0010A000002vwrfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:53:26.000+0000,False,False,005OH000005URvxYAG,2025-12-12T21:53:26.000+0000,005OH000005URvxYAG,2025-12-12T21:53:27.000+0000,005OH000005URvxYAG,2025-12-12T21:53:27.000+0000,(647)293-1765,7802711765,krmittal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhdqBYAQ,False,,24508724,0030A0000029pgsQAA,0010A000002wC4yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Needed help signing onto WS,Medium,"•	Reason for call: Needed help signing into WS
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Logmein
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
====================
Bonjour Flavio, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T20:49:39.000+0000,False,False,005OH00000BFQFGYA5,2025-12-12T20:39:54.000+0000,005OH00000BFQFGYA5,2025-12-12T20:50:48.000+0000,005OH00000BFQFGYA5,2025-12-12T20:50:48.000+0000,(514)428-8730,,cabinet@apfv.ca,(514)428-8731,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhe1UYAQ,False,,24511069,003OH000007m1fLYAQ,001OH000009XDB2YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:22:28.000+0000,False,False,0055o000001t1uPAAQ,2025-12-12T21:22:28.000+0000,0055o000001t1uPAAQ,2025-12-12T21:22:28.000+0000,0055o000001t1uPAAQ,2025-12-12T21:22:28.000+0000,(647)963-4890,,ziren.wang.cfa@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhe6JYAQ,False,,24509232,0035o000006tRS1AAM,0015o000007VHEYAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:48:52.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T20:48:52.000+0000,005OH00000BfjndYAB,2025-12-12T20:48:53.000+0000,005OH00000BfjndYAB,2025-12-12T20:48:53.000+0000,(778)761-2115,,robert.klewchuk@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hheB9YAI,False,,24509222,0030A0000029j5AQAQ,0010A000002w6eCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:48:41.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T20:48:41.000+0000,005OH00000BfonJYAR,2025-12-12T20:48:41.000+0000,005OH00000BfonJYAR,2025-12-12T20:48:41.000+0000,(778)870-5224,,lmcleod@outlook.com,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hheFzYAI,False,,24508663,0030A0000029j8NQAQ,0010A000002w6hAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call back- C24508383,Medium,Could not hear user so called back. C24508383,True,2025-12-12T20:43:20.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T20:39:09.000+0000,005OH00000BG5v4YAD,2025-12-12T21:14:58.000+0000,005OH00000BG5v4YAD,2025-12-12T21:14:58.000+0000,(613)832-2221,,larry@lwburnsfinancial.ca,(888)933-5313,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hheazYAA,False,,24512373,0030A0000029aVnQAI,0010A000002vzdfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"***DDS Dec.12/2025***
User was having issues accessing their Workspace account. Authenticated the user and did a logmein session. Performed an account unlock and sent the password reset to the user's email. Walked the user through resetting their password and they were able to then log in/log out and log back in successfully.

REF KB: KB0017399

*****Email*****
Hello Bessie,

Thanks for contacting the Workspace Support team , it was a pleasure speaking with you today regarding your Workspace access issue.

During our call, we were able to unlock your account and reset your password.
As a reminder, whenever you log in to your Workspace account, please open the Salesforce Authenticator app on your phone and approve the request to grant you access to your Workspace account.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great weekend!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T22:23:52.000+0000,False,False,005OH00000BFQFBYA5,2025-12-12T21:53:49.000+0000,005OH00000BFQFBYA5,2025-12-12T22:25:10.000+0000,005OH00000BFQFBYA5,2025-12-12T22:25:10.000+0000,(416)930-8688,,bessieauyeung@yahoo.ca,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hheeBYAQ,False,,24509153,0030A0000029mp3QAA,0010A000002w9loQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:47:39.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T20:47:39.000+0000,005OH00000BfonJYAR,2025-12-12T20:47:39.000+0000,005OH00000BfonJYAR,2025-12-12T20:47:39.000+0000,(604)688-7208,6049705106,fremtulla@zlc.net,(604)688-7268,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhfdRYAQ,False,,24509012,0030A0000029gUAQAY,0010A000002w4WLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:45:16.000+0000,False,False,005OH00000BfonJYAR,2025-12-12T20:45:16.000+0000,005OH00000BfonJYAR,2025-12-12T20:45:16.000+0000,005OH00000BfonJYAR,2025-12-12T20:45:16.000+0000,(604)646-5801,,compliance@customplanfinancial.com,(604)687-7763,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhff3YAA,False,,24509013,0035o000006nXQBAA2,0015o000007OYRsAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:45:18.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T20:45:18.000+0000,005OH00000BfjndYAB,2025-12-12T20:45:18.000+0000,005OH00000BfjndYAB,2025-12-12T20:45:18.000+0000,(604)895-3325,,s.schiavoni@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhfjuYAA,False,,24509458,003G0000018f6ocIAA,0010A000002wOqMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report,Medium,"***WRS Email Chain*** 2025-12-12
Hello Shermeen,

We received your KYC report request. Unfortunately, this contact information is not up to date on file with Canada Life for us to send you the requested information. Please contact Distribution_Methodology@canadalife.com so we can update our systems with the correct information and cc WealthReportingSupport@canadalife.com on the email so we can send you the report once your email has been updated.

Thank you again for your time. 

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: CHAU CHAN
Code: 17744, 18347, 30784

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to ccsl@taginc.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T20:52:38.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T20:52:38.000+0000,005OH00000AX0rVYAT,2025-12-12T20:53:13.000+0000,005OH00000AX0rVYAT,2025-12-12T20:53:13.000+0000,(416)254-7128,(647) 218-7128,chau.chan@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhgcmYAA,False,,24511696,003G0000018f6yhIAA,0010A000002wP1LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS Email Chain*** 2025-12-12
Hello Holly,

We received your KYC report request. Unfortunately, this contact information is not up to date on file with Canada Life for us to send you the requested information. Please contact Distribution_Methodology@canadalife.com so we can update our systems with the correct information and cc WealthReportingSupport@canadalife.com on the email so we can send you the report once your email has been updated.

Thank you again for your time. 

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: David Hills 
Code: A3807

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to hmacneil@belmontwm.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T21:37:05.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T21:37:05.000+0000,005OH00000AX0rVYAT,2025-12-12T21:37:05.000+0000,005OH00000AX0rVYAT,2025-12-12T21:37:05.000+0000,(902)830-6166,(902) 830-6166,dhills@belmontwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhi0HYAQ,False,,24510308,003OH00000O88ykYAB,001OH00000TK7MVYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:08:06.000+0000,False,False,005OH000005URvxYAG,2025-12-12T21:08:06.000+0000,005OH000005URvxYAG,2025-12-12T21:08:07.000+0000,005OH000005URvxYAG,2025-12-12T21:08:07.000+0000,(780)265-5898,,brsv_25@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhi3RYAQ,False,,24509554,0030A0000029pl8QAA,0010A000002wC8VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T20:54:17.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T20:54:17.000+0000,005OH000004Ir1xYAC,2025-12-12T20:54:17.000+0000,005OH000004Ir1xYAC,2025-12-12T20:54:17.000+0000,(403)229-0373,,marcelle.h@shaw.ca,(403)229-0383,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhiUxYAI,False,,24511243,0030A0000029gr2QAA,0010A000002w4oYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:26:42.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T21:26:42.000+0000,005G0000002gxxjIAA,2025-12-12T21:26:43.000+0000,005G0000002gxxjIAA,2025-12-12T21:26:43.000+0000,(514)942-9571,,diane.dube@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhigBYAQ,False,,24511467,0035o000007119DAAQ,0015o000007e0CmAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:31:41.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T21:31:41.000+0000,005OH00000BfjndYAB,2025-12-12T21:31:42.000+0000,005OH00000BfjndYAB,2025-12-12T21:31:42.000+0000,(778)386-7094,,gilbert.tempongko@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhjltYAA,False,,24509979,0030A0000029kLMQAY,0010A000002w7hJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:01:38.000+0000,False,False,005OH000005URvxYAG,2025-12-12T21:01:38.000+0000,005OH000005URvxYAG,2025-12-12T21:01:38.000+0000,005OH000005URvxYAG,2025-12-12T21:01:38.000+0000,(780)707-8067,,brad@planswellwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhjp9YAA,False,,24510405,0030A0000029d8oQAA,0010A000002w1iSQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New Business Webb app,Medium,"Advisor having issues accessing the new business webb app.
**************
Hi Nicole , thank you for contacting the workspace support today.

To recap our call, you were having some issues with the New Business web app we did try some troubleshooting, and the application was deleted in the midst 

Please let me know If you are having any issues,  once you start the new application, I will investigate that for you on my end.

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T21:16:26.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T21:09:47.000+0000,005OH00000BFQFCYA5,2025-12-12T21:38:10.000+0000,005OH00000BFQFCYA5,2025-12-12T21:38:10.000+0000,(705)719-6773,,nicole.rourke@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhk6rYAA,False,,24510075,003G0000018f6aSIAQ,0010A000002wOXkQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS Email Chain*** 2025-12-12
Hello Scott,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Scott,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
40SOF3T9

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



2 email addresses :

sbaker@rgins.ca is the newest one and the one I now use

sbaker@raigrantinsurance.com was too bloody long

both still work

thanks,

Scott Baker
Rai Grant Insurance Brokers
Quadrus Investment Services Ltd.
2461 Miller rd., Lakefield, Ont., K0L 2H0
sbaker@rgins.ca
www.raigrantinsurance.com
Tel: 705-748-2060 Fax: 705-748-0493




Notice of Confidentiality: 
The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material.  Any review re-transmission dissemination or other use of or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited.  If you received this in error please contact the sender immediately by return electronic transmission and then immediately delete this transmission including all attachments without copying distributing or disclosing same. 




From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: Friday, December 12, 2025 3:28 PM
To: Scott Baker <sbaker@rgins.ca>
Subject: KYC Report Request - Case 24507920

Hello Scott,

We received your KYC report request. Unfortunately, this contact information is not up to date on file with Canada Life for us to send you the requested information. Please contact us with the email address you currently have on file for us to fulfill this request. 

However, if you have made any changes to your email address, please contact fieldoperations@canadalife.com so we can update our systems with the correct information.

Thank you again for your time. 

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T21:03:25.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T21:03:25.000+0000,005OH00000AX0rVYAT,2025-12-12T21:03:44.000+0000,005OH00000AX0rVYAT,2025-12-12T21:03:44.000+0000,(705) 748-2060,,sbaker@raigrantinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhkZxYAI,False,,24512093,003G0000018f6pRIAQ,0010A000002wOrAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User needs hep for downloading their CRM extraction files before the end of the 90 days,Medium,"User needs hep for downloading their CRM extraction files before the end of the 90 days

514-235-7005

Bonjour Patrick, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Je suis content d’avoir pu vous aider à télécharger vos donnes de GRC de votre compte Espace affaires.

Si jamais vous avez besoin d’aide ou d’autres problèmes avec votre compte Espace affaires, n’hesitez pas à recommuniquer avec nous et il nous fera plaisir de vous aider.

Bon weekend!

J’espère que j’ai pu vous faciliter la vie avec mon aide aujourd’hui! Si oui, je vous serais très reconnaissant de prendre un moment pour nous faire part de vos commentaires en répondant à ce bref sondage : court sondage


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T23:39:21.000+0000,False,False,0055o000001zVCKAA2,2025-12-12T21:47:02.000+0000,0055o000001zVCKAA2,2025-12-12T23:39:21.000+0000,0055o000001zVCKAA2,2025-12-12T23:39:21.000+0000,(450)928-1321X4259,(514) 235-7005,info@quantumsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhkbeYAA,False,,24512198,0035o0000073rT9AAI,0015o000007hBJEAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:49:49.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T21:49:49.000+0000,005OH00000BfjndYAB,2025-12-12T21:49:49.000+0000,005OH00000BfjndYAB,2025-12-12T21:49:49.000+0000,(778)931-0039,,spencer.mcintosh@drakewellington.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhkjZYAQ,False,,24510162,0030A0000029iHSQAY,0010A000002w61mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"********DDS***** 12/12/2025

User needed assistance with registration for mga workspace. DDS authenticated user and assisted them complete registration during logmein session. 

ref: KB0021888


******EMAIL CHAIN******

Hello Karla, 

    It was a pleasure assisting you complete your workspace registration today. Please allow 24 hours for information to download into your workspace account. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T21:27:29.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T21:05:22.000+0000,005OH00000BFQFHYA5,2025-12-12T21:27:29.000+0000,005OH00000BFQFHYA5,2025-12-12T21:27:29.000+0000,(780)945-2897,(780) 670-3985,jeremy@pcfs.ca,(780)945-2897,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhlfjYAA,False,,24512993,0030A000002KXS3QAO,0010A0000036pTUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:14:24.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T22:14:24.000+0000,005OH000004Ir1xYAC,2025-12-12T22:14:24.000+0000,005OH000004Ir1xYAC,2025-12-12T22:14:24.000+0000,(403)284-0494,,kjol.bjordal@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhm2HYAQ,False,,24512308,0030A0000029WUJQA2,0010A000002vwCsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor has questions about their policies
*********
Hi Wynn , thank you for contacting the workspace support today.

To recap our call, I was able to confirm with you how to look for your existing policies. I did confirm that right now you are not the Agent for your existing policies 
2252835 2195000.

If you are having any issues, please let me know in your response


We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T22:04:12.000+0000,False,False,005OH00000BFQFCYA5,2025-12-12T21:52:21.000+0000,005OH00000BFQFCYA5,2025-12-12T22:57:45.000+0000,005OH00000BFQFCYA5,2025-12-12T22:57:45.000+0000,(204)946-3540,,wynnsweatman@outlook.com,(204)947-2438,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhmNJYAY,False,,24512917,0030A000002KXRzQAO,0010A0000036pTQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:12:04.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T22:12:04.000+0000,005OH000004Ir1xYAC,2025-12-12T22:12:05.000+0000,005OH000004Ir1xYAC,2025-12-12T22:12:05.000+0000,(780)490-6989,(587) 708-2845,cathyli@crius.ca,(780)450-6670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhmWtYAI,False,,24511228,0030A0000029pHoQAI,0010A000002wBmCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/12/25 

User encountered error code W1283 when trying to sign into WS
Authenticated user as per KB0017399 - unlocked account and sent PW reset link
User signed in successfully 
============================================================================================= 
 
****Email Chain****

Bonjour Claude,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant

Lors de notre appel, nous avons constaté que vous recevez le message d’erreur ERR-W1283 chaque fois que vous accédez votre compte Espace Affaires. Vous avez réinitialisé votre mot de passe et vous vous êtes connecté, déconnecté et reconnecté à votre compte Espace Affaire avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T21:34:32.000+0000,False,False,005OH0000097FtCYAU,2025-12-12T21:26:17.000+0000,005OH0000097FtCYAU,2025-12-12T22:06:36.000+0000,005OH0000097FtCYAU,2025-12-12T22:06:36.000+0000,(514)235-4004,(514) 235-4004,claudek@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhmjlYAA,False,,24510562,003G0000018f6dCIAQ,0010A000002wObNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS Email Chain*** 2025-12-12
Hello Ryan,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Ryan,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
7IZ6WUB8

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: David Ryan Wing
Code: 25410

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to ryan.wing@acera.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T21:12:40.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T21:12:40.000+0000,005OH00000AX0rVYAT,2025-12-12T21:12:40.000+0000,005OH00000AX0rVYAT,2025-12-12T21:12:40.000+0000,(778)846-2529,,ryan.wing@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhmyHYAQ,False,,24510597,0030A000005RpVSQA0,0010A000006BI7iQAG,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to setup preferences for email notifications,Medium,"How to setup preferences for email notifications 

Hi Cedric, 

Thank you for contacting Workspace Support.  

To ensure your delegate receives notifications such as document placement updates, you will need to add Laurie’s email address in your Preferences within New Business Web App. Please follow these steps:

1.	Log in to New Business Web App through Workspace.
2.	From the dashboard, select the Preferences icon.
3.	Verify your own details: 
o	Ensure your email address is correct.
o	Confirm your Advisor code(s) are entered for all applicable channels.
4.	Scroll to the Notification section.
5.	Add your delegate’s email address (e.g., Laurie’s email) in the field provided for additional notifications.
6.	Click Save to apply the changes.

Once this is completed, Laurie will start receiving notifications related to your applications.

If you have any questions or need further assistance, please let us know.

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey



If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Hi team,

Can we please have your insight on the below request as we have confirmed that Laurie is granted for a firm level access in MGA channel?

Thank you

Jiwon Byun (She/her)





From: Cedric Larigaldie <Cedric@aspirewealth.ca> 
Sent: Wednesday, December 10, 2025 11:53 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Michaud, Laurie <laurie@aspirewealth.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Third-party access (TPA)

Thank you, team, This is what I have on my screen: Laurie has access to my Advisor workspace, but on my MGA side, she sees my clients but doesn’t receive any updates on document placement. Let me know what to do. Cheers. Our office will be closed
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ZjQcmQRYFpfptBannerEnd
Thank you, team, 
This is what I have on my screen:
 
Laurie has access to my Advisor workspace, but on my MGA side, she sees my clients but doesn’t receive any updates on document placement. 
Let me know what to do. 
Cheers.
Our office will be closed from Wed, Dec. 24th, 2025, through Jan. 4th, 2026. We will reopen on Monday, January 5th, 2026.
 		CÉDRIC LARIGALDIE MFA-P 
Wealth Coach 613-254-8484

AspireWealth.ca    
Book a meeting with me





The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un viru.
From: Distribution Methodology 
Sent: December 10, 2025 9:46 AM
To: Cedric Larigaldie 
Cc: Laurie Michaud ; Distribution Methodology 
Subject: RE: Third-party access (TPA)
Hi Cedric,
We have reviewed our system and noticed that Laurie is granted for a firm level access to Aspire Wealth, thus she should already be able to access to your advisor codes in both MGA and Direct channels.
Please note that any advisor a delegate needs to access to should go into their Workspace access and completes the delegation process for their delegate to see their codes. Thus, if you have not completed this step, please do so. If you have any questions on how to complete this step, please reach out to our Workspace Support team workspacesupport@canadalife.com for further assist.
Thank you,
Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876 | Email: Jiwon.Byun@canadalife.com
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Cedric Larigaldie <Cedric@aspirewealth.ca> 
Sent: December-09-25 02:25 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Michaud, Laurie <laurie@aspirewealth.ca>
Subject: [EXT] Third-party access (TPA)
Hello Team, Could you add : Laurie Michaud: Laurie@ aspirewealth. ca To have access to my files. I appreciate your help. Cheers. Our office will be closed from Wed, Dec. 24th, 2025, through Jan. 4th, 2026. We will reopen on Monday, January 5th,
Hello Team, 
Could you add :
•	Laurie Michaud: Laurie@aspirewealth.ca
To have access to my files.
I appreciate your help. 
Cheers.
Our office will be closed from Wed, Dec. 24th, 2025, through Jan. 4th, 2026. We will reopen on Monday, January 5th, 2026.
 		CÉDRIC LARIGALDIE MFA-P 
Wealth Coach 613-254-8484

AspireWealth.ca    
Book a meeting with me",True,2025-12-12T21:13:22.000+0000,False,False,0055o000001zVCKAA2,2025-12-12T21:13:22.000+0000,0055o000001zVCKAA2,2025-12-13T00:49:37.000+0000,0055o000001zVCKAA2,2025-12-13T00:49:37.000+0000,(613)254-8484X3,,cedric@aspirewealth.ca,(613)254-8434,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhn4qYAA,False,,24513056,0035o0000076ILJAA2,0015o000007kIC3AAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:16:22.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:16:22.000+0000,005OH00000BfjndYAB,2025-12-12T22:16:23.000+0000,005OH00000BfjndYAB,2025-12-12T22:16:23.000+0000,(778)800-9577,,phil.bourque@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhn6LYAQ,False,,24510618,003OH00000IHPEFYA5,001OH00000MSWgJYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:13:46.000+0000,False,False,005G0000002gxxjIAA,2025-12-12T21:13:46.000+0000,005G0000002gxxjIAA,2025-12-12T21:13:47.000+0000,005G0000002gxxjIAA,2025-12-12T21:13:47.000+0000,(450)275-3733,,kim@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhoX4YAI,False,,24513363,0035o000007CAmxAAG,0015o000007s0l8AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:26:32.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:26:32.000+0000,005OH00000BfjndYAB,2025-12-12T22:26:32.000+0000,005OH00000BfjndYAB,2025-12-12T22:26:32.000+0000,(250)762-3329,,betty.weselak@ig.ca,(250)868-9332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhoYjYAI,False,,24513832,0035o000007CAmyAAG,0015o000007s0l9AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:45:29.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:45:29.000+0000,005OH00000BfjndYAB,2025-12-12T22:45:30.000+0000,005OH00000BfjndYAB,2025-12-12T22:45:30.000+0000,(250)762-3329,,jill.diemer@ig.ca,(250)868-9332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhofAYAQ,False,,24513386,0030A0000029eJyQAI,0010A000002w2iXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:28:06.000+0000,False,False,005G0000002gyDJIAY,2025-12-12T22:28:06.000+0000,005G0000002gyDJIAY,2025-12-12T22:28:06.000+0000,005G0000002gyDJIAY,2025-12-12T22:28:06.000+0000,(306)546-5850,,mturlock@ipcsecurities.com,(306)536-5851,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhpRVYAY,False,,24511131,0030A0000029oDTQAY,0010A000002wAuWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is calling to help advisor to register for Workspace account. Inquiring on previous C24457488.
Advisor (YUN SHI) came on the line, user is trying to sign into her Workspace page. 
Confirmed information, and confirmed the correct email so she can sign in. 

Old Email: shiyun@shiyunfinancial.com 
New Email: shiyun@syfinancial.ca 
Email: info@syfinancial.ca 
Code: D6033
Code: 16758

*********************************************************************
Good afternoon, Sophia 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!
 
I’m glad I was able to assist you with confirming the correct information for your Workspace account. You can also check on Apexa or contact contracts&compensation@canadalife.com for your information. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T22:04:04.000+0000,False,False,005OH00000BG5v4YAD,2025-12-12T21:24:03.000+0000,005OH00000BG5v4YAD,2025-12-12T22:04:04.000+0000,005OH00000BG5v4YAD,2025-12-12T22:04:04.000+0000,(604)818-9678,(604) 818-9678,shiyun@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhq4IYAQ,False,,24512817,0035o000007a52gAAA,0015o000008GY6GAAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth and Insurance Client Listing Request,Medium,"info provided 

**EMAIL**

Good afternoon Joel,

Please note there were no clients listed under E6186, E7114 Wealth and Insurance business as of previous month-end, November 30, 2025. Unfortunately, our team are unable to look into individual policy numbers. Please refer to your contact who is handling the book transfer or your aligned sales support staff for further assistance.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.

Hi Team,
Please handle.

Thank you
Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
WL


From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: December 9, 2025 7:21 AM
To: Client Services West <clientserviceswest@canadalife.com>
Cc: joelcyyz@icloud.com
Subject: RE: [EXT] RE: Client Listing Request /INC1814609

HI Team,

Please provide Joel a book of business listing on his MGA codes. There is no GWL code for this advisor.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Contracts & Compensation <Contracts&Compensation@canadalife.com> 
Sent: October-24-25 06:38
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: [EXT] RE: Client Listing Request /INC1814609

 
________________________________________
From: Joel Cohen <joelcyyz@icloud.com>
Sent: Friday, October 24, 2025 11:37:15 AM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Cc: JKwan@ppi.ca <JKwan@ppi.ca>
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
Good morning. I am following up on my below e-mail and would appreciate any update you can provide (i. e. , listing, timing, etc. ). Best regards and much thanks, Joel Cohen 416. 457. 3194 From: Joel Cohen <joelcyyz@ icloud. com> Sent: October
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Good morning.
 
I am following up on my below e-mail and would appreciate any update you can provide (i.e., listing, timing, etc.).
 
 
Best regards and much thanks,
 
 
Joel Cohen
416.457.3194
 
From: Joel Cohen <joelcyyz@icloud.com> 
Sent: October 20, 2025 3:10 PM
To: Contracts&Compensation@canadalife.com
Cc: JKwan@ppi.ca
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
 
Good afternoon.
 
As can be seen in the below e-mail I got your e-mail address from Carmen in your Business Reporting Team.
 
I am an advisor whose Canada Life codes are E6186 (Personal Code for Joel Cohen) and E7114 (Corporate Code for Joel Cohen Consulting Inc.).
 
Please send me a list of all clients / files where I am the servicing agent noting one such client / file should be policy number 69044446P.
 
Should you have any questions, please let me know,
 
 
Best regards,
 
 
Joel Cohen
416.457.3194
 
From: Joel Cohen <joelcyyz@icloud.com> 
Sent: October 20, 2025 10:03 AM
To: 'BusinessReporting' <BusinessReporting@canadalife.com>
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
 
Carmen, good morning.
 
Noted and will do.
 
 
Best regards and much thanks,
 
 
Joel Cohen
416.457.3194
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: October 20, 2025 9:45 AM
To: Joel Cohen <joelcyyz@icloud.com>
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
 
Good day Joel,
 
Unfortunately, our team is unable to assist with your follow up inquiries. It is best to reach out to Contracts&Compensation@canadalife.com for further assistance.
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
From: Joel Cohen joelcyyz@icloud.com 
Sent: October 20, 2025 5:27 AM
To: 'BusinessReporting@canadalife.com' BusinessReporting@canadalife.com
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
 
Carmen, good morning, I hope you had a relaxing weekend.
 
Gentle follow up on my below e-mail.
 
I look forward to your response.
 
 
Best regards and much thanks,
 
 
Joel Cohen
416.457.3194
 
 
 
 
From: Joel Cohen <joelcyyz@icloud.com> 
Sent: October 17, 2025 2:48 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
 
Carmen, much thanks for this. Two follow ups: Do you have the ability to check on the policy number that I provided you? And why would I not be showing as the service agent (i. e. , can a servicing agent be removed by the AOR, or other)? Best
 
Carmen, much thanks for this.
 
Two follow ups:
 
1.	Do you have the ability to check on the policy number that I provided you?
 
2.	And why would I not be showing as the service agent (i.e., can a servicing agent be removed by the AOR, or other)?
 
Best regards,
 
 
Joel Cohen
416.457.3194
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: October 17, 2025 2:33 PM
To: Joel Cohen <joelcyyz@icloud.com>
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
 
Good afternoon Joel,
 
I have looked into code E6186 and as of September 30, 2025, there appears to be no clients listed under it for Insurance business.
 
For further assistance, Canada Life compensation team is contracts&compensation@canadalife.com.
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
 
From: Joel Cohen <joelcyyz@icloud.com> 
Sent: October 16, 2025 2:44 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
 
Carmen, appreciate the below e-mail address. One follow up, will they be able to provide a listing of files where I am the servicing agent? If yes, then great. If not, please share the e-mail address of who I should contact. Best regards and
 
Carmen, appreciate the below e-mail address.
 
One follow up, will they be able to provide a listing of files where I am the servicing agent?
 
If yes, then great.  If not, please share the e-mail address of who I should contact.
 
 
Best regards and much thanks,
 
 
Joel Cohen
416.457.3194
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: October 16, 2025 2:16 PM
To: Joel Cohen <joelcyyz@icloud.com>
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
 
Hi Joel,
 
Canada Life’s compensation team is contracts&compensation@canadalife.com.
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: Joel Cohen <joelcyyz@icloud.com> 
Sent: October 16, 2025 11:37 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
 
Good morning Carmen and thank you for your response. One follow up, my compensation contacts where, at Canada Life? And, if yes, can you please provide me with their e-mail address so I can reach out to them? Best regards and much thanks, Joel
 
Good morning Carmen and thank you for your response.
 
One follow up, my compensation contacts where, at Canada Life?  And, if yes, can you please provide me with their e-mail address so I can reach out to them?
 
 
Best regards and much thanks,
 
 
Joel Cohen
416.457.3194
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: October 16, 2025 11:28 AM
To: Joel Cohen <joelcyyz@icloud.com>
Subject: RE: [EXT] RE: Client Listing Request /INC1814609
 
Good morning Joel,
 
Thank you for your response.
 
The policies provided in the current list are what is on record for your book of business as of month end previous month.  Any information regarding commission split, advisors listed on specific policies, or policies you believe should be listed and are not should be directed to your compensation contacts.
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
From: Joel Cohen <joelcyyz@icloud.com> 
Sent: October 15, 2025 4:46 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: Client Listing Request /INC1813198
 
Good afternoon and thank you for the feedback. One follow up, did you check my code as a servicing agent as I know that there is one large policy (policy number 69044446P ) where I should be listed for 50% of the commission as the servicing
 
Good afternoon and thank you for the feedback.
 
One follow up, did you check my code as a servicing agent as I know that there is one large policy (policy number 69044446P ) where I should be listed for 50% of the commission as the servicing agent?
 
Look forward to your respone.
 
 
Best regards,
 
 
Joel Cohen
416.457.3194
 
From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: October 15, 2025 4:29 PM
To: joelcyyz@icloud.com
Subject: Client Listing Request /INC1813198
 
Good afternoon Joel,
 
Our team received a request from Jesy K. (PPI) for E6186 Insurance Client Listings report. Please note there appears to be no clients listed under this code as of September 31, 2025.
 
 
Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-12-12T22:09:01.000+0000,False,False,005OH0000071DK9YAM,2025-12-12T22:09:01.000+0000,005OH0000071DK9YAM,2025-12-12T22:09:13.000+0000,005OH0000071DK9YAM,2025-12-12T22:09:13.000+0000,(416)457-3194,,joelcyyz@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhqXFYAY,False,,24511374,0030A000003cnzWQAQ,0010A000004P4N0QAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Marketing inquiry,Medium,"******DDS****12/12/2025
User called regarding what type of client details from workspace can be posted on social media for marketing. referred user to mga leadership. per assist.


******email chain******
Hello Anthony, 

     It was a pleasure assisting you today, your inquiry regarding what client details can be posted from workspace to social media for marketing, would have to be referred to your MGA leadership. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T21:40:12.000+0000,False,False,005OH00000BFQFHYA5,2025-12-12T21:29:48.000+0000,005OH00000BFQFHYA5,2025-12-12T21:40:12.000+0000,005OH00000BFQFHYA5,2025-12-12T21:40:12.000+0000,(587)336-7746,,anthonymedina@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhqgwYAA,False,,24511967,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:43:55.000+0000,False,False,0055o000001NWfMAAW,2025-12-12T21:43:55.000+0000,0055o000001NWfMAAW,2025-12-12T21:43:56.000+0000,0055o000001NWfMAAW,2025-12-12T21:43:56.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhqtpYAA,False,,24511416,0035o0000070ngNAAQ,0015o000007dl5vAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:30:40.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T21:30:40.000+0000,005OH00000BfjndYAB,2025-12-12T21:30:40.000+0000,005OH00000BfjndYAB,2025-12-12T21:30:40.000+0000,(604)375-6832,,daver6832@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhrOTYAY,False,,24511490,003OH000007m1fLYAQ,001OH000009XDB2YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:32:10.000+0000,False,False,0055o000001t1uPAAQ,2025-12-12T21:32:10.000+0000,0055o000001t1uPAAQ,2025-12-12T21:32:10.000+0000,0055o000001t1uPAAQ,2025-12-12T21:32:10.000+0000,(647)963-4890,,ziren.wang.cfa@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhuxUYAQ,False,,24512950,0035o0000075EJeAAM,0015o000007iukfAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:12:54.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:12:54.000+0000,005OH00000BfjndYAB,2025-12-12T22:12:54.000+0000,005OH00000BfjndYAB,2025-12-12T22:12:54.000+0000,(604)349-3280,,blaine@tempofinancialservices.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhv2HYAQ,False,,24512133,0030A0000029ln9QAA,0010A000002w8sGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T21:48:21.000+0000,False,False,0055o000001NWfMAAW,2025-12-12T21:48:21.000+0000,0055o000001NWfMAAW,2025-12-12T21:48:21.000+0000,0055o000001NWfMAAW,2025-12-12T21:48:21.000+0000,(905)624-0008X201,(905)624-0008,zahid@oroojfinancial.com,(905)624-6660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhvS5YAI,False,,24512194,0030A000007UuVMQA0,0010A000008MlCvQAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS Email Chain*** 2025-12-12
Hello Seyed,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Seyed,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
NE3XP129

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Seyed Abdollah Safavi
Code: 36309

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to abdollah.safavi@safavifinancial.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-12T21:49:47.000+0000,False,False,005OH00000AX0rVYAT,2025-12-12T21:49:47.000+0000,005OH00000AX0rVYAT,2025-12-12T21:49:47.000+0000,005OH00000AX0rVYAT,2025-12-12T21:49:47.000+0000,(514)617-3119,(514) 467-8491,abdollah.safavi@safavifinancial.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhxqWYAQ,False,,24513370,003OH00000M927mYAB,001OH00000QujBfYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration - Primerica,Medium,"***DDS Dec.12/2025***
User needed assistance with Primerica Workspace registration. Authenticated user and did a logmein session followed KB0023476 but user was encountering technical issue that would not let her proceed pass the ""register for Workspace"" page where it requires the user to input their first/last name and email/password. Confirmed email was correct contacted assist line concluded this need to be escalated to L2 so I completed a warm transfer.

REF KB: KB0023476 / KB0023477",True,2025-12-12T22:34:07.000+0000,False,False,005OH00000BFQFBYA5,2025-12-12T22:27:11.000+0000,005OH00000BFQFBYA5,2025-12-12T22:59:01.000+0000,005OH00000BFQFBYA5,2025-12-12T22:59:01.000+0000,(780)237-6777,,jjones.nrhr9@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhy0AYAQ,False,,24512719,003OH00000M98Y7YAJ,001OH00000Quu2MYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login/,Medium,"*12/12*
----------------

maria vidiao
P1667
trying to log into Workspace, keeps asking for a OTP application for a code. invalid code.
user at the MFA verification screen
was able to enter the code from app and log in

*email*
----------------
Good afternoon Maria, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You registered for Workspace but when you went to log in today you got stuck on the verification code step. This was due to the verification code being generated on your app and not going to your email, we directed you to the app and you were able to log into Workspace successfully. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-13T00:40:52.000+0000,False,False,005OH000008919xYAA,2025-12-12T22:04:45.000+0000,005OH000008919xYAA,2025-12-13T00:40:52.000+0000,005OH000008919xYAA,2025-12-13T00:40:52.000+0000,(403)926-7158,,mviado@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhyZeYAI,False,,24513192,0035o000007A35hAAC,0015o000007p2y7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:20:47.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:20:47.000+0000,005OH00000BfjndYAB,2025-12-12T22:20:47.000+0000,005OH00000BfjndYAB,2025-12-12T22:20:47.000+0000,(604)764-6970,,olivia@cambriafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhyjLYAQ,False,,24513235,0030A000009Rb4sQAC,0010A00000AUIbvQAH,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA Setup,Medium,"****DDS****12/12/25 

User changed phone and will like to set up MFA on the new device - checked SF and found that user signed in later today in WS
User was advised to call us if they still need help.
 
============================================================================================= 
 
****Email Chain****

Hello Sara,

Thank you for contacting Workspace Support regarding the authenticator setup on your new phone.

Our systems show that you logged in successfully today with the new authenticator. If you still need help, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Dexin Shi <dexin.s.ca@gmail.com> 
Sent: December 12, 2025 11:07 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Change google authenticator

Hi there, I have update my phone number to : 647-529-0565. And I have a new phone now, please advise how can change my google authenticator to my new phone with my new number. If you have any questions, please feel free to contact me at any
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

I have update my phone number to : 647-529-0565. And I have a new phone now, please advise how can change my google authenticator to my new phone with my new number.

If you have any questions, please feel free to contact me at any time.

Thanks,

Best Regards!

Dexin (Sara) Shi
Director | Dexin Financial Inc.
306 - 85 Enterprise Blvd
Markham, ON L6G 0B5
Tel: (647)529-0565 
Fax: (905)479-8500
Email: dexin.s.ca@gmail.com
website: https://www.citistarfinancial.com/",True,2025-12-12T22:22:03.000+0000,False,False,005OH0000097FtCYAU,2025-12-12T22:22:03.000+0000,005OH0000097FtCYAU,2025-12-12T22:32:02.000+0000,005OH0000097FtCYAU,2025-12-12T22:32:02.000+0000,(647)529-0565,6475290565,dexin.s.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhyxqYAA,False,,24513875,0035o000007F6BeAAK,0015o000007vUPjAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:46:58.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:46:58.000+0000,005OH00000BfjndYAB,2025-12-12T22:46:58.000+0000,005OH00000BfjndYAB,2025-12-12T22:46:58.000+0000,(778)878-1270,,eleni.prontzos@iainvestia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hhzAjYAI,False,,24512874,0030A0000029q3lQAA,0010A000002wCO4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:10:56.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T22:10:56.000+0000,005OH000004Ir1xYAC,2025-12-12T22:10:56.000+0000,005OH000004Ir1xYAC,2025-12-12T22:10:56.000+0000,(403)253-4840,(403) 619-0410,audrey.veltri@ig.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hi05GYAQ,False,,24514560,0030A0000029gIaQAI,0010A000002w4MNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T23:20:29.000+0000,False,False,005OH000002iJPDYA2,2025-12-12T23:20:29.000+0000,005OH000002iJPDYA2,2025-12-12T23:20:29.000+0000,005OH000002iJPDYA2,2025-12-12T23:20:29.000+0000,(604)438-3690,(778) 320-8869,melissameng@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hi0ZqYAI,False,,24513098,0035o0000077CuUAAU,0015o000007lLTPAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:17:47.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:17:47.000+0000,005OH00000BfjndYAB,2025-12-12T22:17:48.000+0000,005OH00000BfjndYAB,2025-12-12T22:17:48.000+0000,(604)482-5188,,,(604)482-5183,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hi0tBYAQ,False,,24513101,003OH00000TowZeYAJ,001OH00000aL1eAYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"*12/12*
----------------
MINERVA KRAUSHAR
minerva kraushar
h7150
can i have new registration
new advisor onboarding under my father, 
i was sent an invitation to Workspace back in august, there was something that was delayed on his end 
user not registered yet
walked through registration process successfully
walked through setting up mfa 
walked through clearing cache and cookies for URL does not exist.

*email*
----------------

Good afternoon Minerva, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You were not sure where you were in the registration process that you started a while back and called for support. We were able to walk you through the rest of the registration process and setting up your multifactor authenticator, you were able to successfully log into Workspace. If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T23:00:37.000+0000,False,False,005OH000008919xYAA,2025-12-12T22:17:49.000+0000,005OH000008919xYAA,2025-12-12T23:00:37.000+0000,005OH000008919xYAA,2025-12-12T23:00:37.000+0000,(403)606-6904,,manzano.minerva@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hi1E9YAI,False,,24513145,0035o000007A35eAAC,0015o000007p2y4AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:19:16.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:19:16.000+0000,005OH00000BfjndYAB,2025-12-12T22:19:16.000+0000,005OH00000BfjndYAB,2025-12-12T22:19:16.000+0000,(604)364-9058,,amado.cacho@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hi1HOYAY,False,,24513262,0035o000007A35iAAC,0015o000007p2y8AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:22:50.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:22:50.000+0000,005OH00000BfjndYAB,2025-12-12T22:22:50.000+0000,005OH00000BfjndYAB,2025-12-12T22:22:50.000+0000,(604)799-3799,,devon@drfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hi1cLYAQ,False,,24513213,0030A000002NzHuQAK,0010A000003AVbOQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:21:29.000+0000,False,False,005OH000004Ir1xYAC,2025-12-12T22:21:29.000+0000,005OH000004Ir1xYAC,2025-12-12T22:21:29.000+0000,005OH000004Ir1xYAC,2025-12-12T22:21:29.000+0000,(403)556-3271,587-281-1727,jordan.priebe@investdfsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hi2gXYAQ,False,,24513934,0035o000007FGlcAAG,0015o000007vf6xAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-12T22:49:33.000+0000,False,False,005OH00000BfjndYAB,2025-12-12T22:49:33.000+0000,005OH00000BfjndYAB,2025-12-12T22:49:33.000+0000,005OH00000BfjndYAB,2025-12-12T22:49:33.000+0000,(236)587-6956,,kara.wieler@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hi5MbYAI,False,,24513765,0030A0000086tzOQAQ,0010A000008zWf2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"12/12
----------------
YING JI
ying ji
c8066
i changed the mobile, the authenticator 
disconnected the old authenticator 
walked through registering the new one, was successfully able to set up and log into Workspace 


*email*
----------------
Good afternoon Ying, 

Thank you for contacting the Workspace Support Team with your inquiry.

You have a new phone and want some help with setting up the authenticator app on the new device. We walked you through the process of registering the new device once we removed the old authenticator connection, you were able to successfully log into Workspace. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-13T00:53:48.000+0000,False,False,005OH000008919xYAA,2025-12-12T22:42:48.000+0000,005OH000008919xYAA,2025-12-13T00:53:48.000+0000,005OH000008919xYAA,2025-12-13T00:53:48.000+0000,(647)894-9588,(647) 894-9588,elenaji.on@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiA7lYAE,False,,24514361,0030A0000029kFGQAY,0010A000002w7bhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/12*
----------------
KB0017399
JEFFERY POTTER
Jeff Potter
e0501

i cannot access workspace, forgot my password, requested a link, didn't get it
unlocked account 
walked through the login process 
when i connected to the PC the user had the primerica sign in proccess where it does the ""i am not a robot"" step. 
upon entering workspace.canadalife.com again we were able to get to the correct login screen
tried to send the password to the user through SF and that never went through, you never received the link, not in spam 
tried to use self service option and they still never got the linm 
tried to update their browser to see if the browser was impacting the behaviour. 
they never received the pw

============================================================================================================

****email chain****
----------------

Hello Service Leaders,

This user is not receiving their password reset links despite nothing appearing to be wrong with their account after it was unlocked. What is weird is that they were getting the Primerica log in flow when I first used LMI and remoted to their pc. I had to navigate to Workspace.Candalife.com again and that finally got them to the correct page but still no password reset link, we even updated their browser and they were receiving spam emails while on the call so their email inbox was still working. Not in the spam folder either. 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support 
Sent: December 12, 2025 7:11 PM
To: 'jefferypotter@integrityfirst.ca' <jefferypotter@integrityfirst.ca>
Subject: Workspace Login 24514361

Good afternoon Jeff, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace but did not know your password, you tried to send yourself a link, but you are not getting them.  We tried to send you the password reset link from our side, and you never received it. At first it looked like you were getting the wrong Workspace login page so when we entered Workspace.canadalife.com into the browser again it got you to the correct login page. It still was not sending you the password reset links. We have escalated this to our L2 team for resolution, they will follow up with you. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

========================================================================================================

Hello Jeffery,

We understand that you were trying to reset the password for your Workspace account, however, you are not receiving the password reset link in your email.

If you are still unable to receive the password reset link via email, the delay with these emails might be due to an issue with your email network or security settings. We advise that you speak to your networking team (IT department) to whitelist the salesforce address no-reply@canadalife.com.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 6:11 PM
To: jefferypotter@integrityfirst.ca
Subject: Workspace Login 24514361

Good afternoon Jeff, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace but did not know your password, you tried to send yourself a link, but you are not getting them.  We tried to send you the password reset link from our side, and you never received it. At first it looked like you were getting the wrong Workspace login page so when we entered Workspace.canadalife.com into the browser again it got you to the correct login page. It still was not sending you the password reset links. We have escalated this to our L2 team for resolution, they will follow up with you. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T17:36:13.000+0000,False,False,005OH000002iN7pYAE,2025-12-12T23:09:39.000+0000,005OH000008919xYAA,2025-12-15T17:36:13.000+0000,005OH000002iN7pYAE,2025-12-15T17:36:13.000+0000,(780)893-5256,(780) 893-5256,jockular52@hotmail.com,(780)490-7075,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiE9lYAE,False,,24514563,0030A0000029V4WQAU,0010A000002vv6rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator issue,Medium,"***DDS Dec.12/2025***
Authenticated user and did a logmein session, Disconnected/Reconnected the Authenticator to the user's account and they were able to log in/log out and log back in successfully.

*****Email*****

Hello Tirso,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding your Authenticator issue.

We’re happy we were able to assist you in disconnecting and reconnecting your Authenticator.
As a reminder, whenever you log in to your Workspace account, please open the Google Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have a great weekend!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-12T23:42:58.000+0000,False,False,005OH00000BFQFBYA5,2025-12-12T23:20:40.000+0000,005OH00000BFQFBYA5,2025-12-12T23:42:59.000+0000,005OH00000BFQFBYA5,2025-12-12T23:42:59.000+0000,(416)831-4228,(416) 831-4228,tirso_d@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiIILYA2,False,,24515484,0030A000006KOT7QAO,0010A0000075UsAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-13T01:05:15.000+0000,False,False,005OH000002iJPDYA2,2025-12-13T01:05:15.000+0000,005OH000002iJPDYA2,2025-12-13T01:05:15.000+0000,005OH000002iJPDYA2,2025-12-13T01:05:15.000+0000,(604)722-0722,,tracywonghs@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiM7JYAU,False,,24514916,0030A0000029o1VQAQ,0010A000002wAlmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registartion,Medium,"***DDS Dec.15/2025***
Advised User to contact us at their earliest convenience in order to set up the temporary password for their locked User ID. Provided contact info/ hours of operation.
* User called in, I Authenticated the user and did a temporary password reset to unlock the users ISAM account. Walked the user through the registration steps and connected the Google Authenticator to his account. User was able to access Workspace successfully also guided user to the Learning centre per request.

***DDS Dec.12/2025***
User needed assistance with Workspace registration. User ended up not being able to answer the security question to the forgot password link for their Rep Net password and was locked out. Responded to user advised we would escalate this for further investigation. Forwarded email thread to L2 provided supporting info and screenshot of the error.

*****Email*****

Hello Gordon,

Thanks for contacting the Workspace Support team, it was a pleasure assisting you today with your Workspace Registration.

We’re happy we were able to assist you in successfully registering for your Workspace account.
As a reminder, whenever you log in to your Workspace account, please open the Google Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

Take care.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Gordon,

Thanks for contacting the Workspace Support team the other day regarding your MGA Workspace Registration.

We need to connect with you over the phone in order to set up your temporary password for your User ID.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
Our team is available between the hours of 8am to 8pm EST, M-F.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello @Workspace Service Leaders,

Advisor GORDON KIMBERLEY HINKSON was trying to register for their MGA Workspace account. He had already completed step 1 of creating the User ID/password. He forgot his rep net password and when we did the forgot password link, he was not able to answer the security question he had created, which in turn locked him out. Please refer to screenshot below.

SF URL : 0035o000004HFULAA4
Email: kim.hinkson@oceanwestfg.com
Advisor code:  40182


 

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 5:13 PM
To: kim.hinkson@oceanwestfg.com
Subject: Workspace registration - Case - 24514916

Hello Gordon,

Thanks for contacting the Workspace Support team regarding your MGA Workspace Registration.

During our call, we tried to reset your Rep Net password using the forgot password link, however, you were not able to verify the security question which locked us out.
We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update or if we require further information.

Take care.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-13T00:21:24.000+0000,False,False,005OH00000BFQFBYA5,2025-12-12T23:43:09.000+0000,005OH00000BFQFBYA5,2025-12-15T20:12:10.000+0000,005OH00000BFQFBYA5,2025-12-15T20:12:10.000+0000,(604)662-3150,,kim.hinkson@oceanwestfg.com,(604)662-3151,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiN6cYAE,False,,24514956,003G0000018f6YtIAI,0010A000002wOVyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect beneficiary name in WS - INC1938823,Medium,"****DDS****12/19/25 
Logged in as user and saw correction of the first name of the beneficiary
User informed of the correction via email

*** DDS 19DEC2025 ***
spelling corrected, assigning back to L1 to f/u with FR user

*** DDS 16DEC2025 ***
INC1938823 submitted

****DDS****12/12/25 

KB0015432  
Beneficiary's name shows incorrectly in WS though a correction was made in IC
Escalated to Level for correction
============================================================================================= 
 
****Email Chain****

Bonjour Maryse,

Une correction a été appliquée dans nos systèmes et vous devriez être en mesure de voir le nom s’afficher correctement dans votre compte Espace Affaires. 
Si vous voyez toujours le prénom incorrect, veuillez-nous le faire savoir. Nous serions heureux d’examiner cela plus en détail pour vous.



Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 4:58 PM
To: Bombardier, Maryse <Maryse.Bombardier@canadavie.com>
Subject: RE: Angela Rea - Client 628793092 - Cas 24514956

Bonjour Maryse,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le prénom de la bénéficiaire Patrizia.

J’ai transmis ce dossier à un spécialiste pour enquêter là-dessus et l’équipe vous tiendrai au courant dès qu’il y aura du nouveau.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Bombardier, Maryse <Maryse.Bombardier@canadavie.com> 
Sent: December 11, 2025 6:36 AM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Cc: Bombardier, Maryse <Maryse.Bombardier@canadavie.com>
Subject: Angela Rea - Client 628793092

Bonjour,

Serait-il possible de vérifier pourquoi le prénom de la bénéficiaire Patrizia a été corrigé dans le Centre d’Investissement, mais pas dans Espace Affaires pour les polices 310110254 et 310073113?


Centre d’Investissement
 


Espace Affaires
 




Merci de vérifier et bonne journée

Maryse Bombardier
Associée, Soutien aux Conseillers/Advisor Support Associate

Tel:  (514) 350-6304  
Email/Courriel:  Maryse.Bombardier@canadavie.com
☼ Pensez à l'environnement avant d'imprimer ce courriel // ☼ Consider the environment before printing this e-mail.

Vous cherchez un accès rapide aux renseignements sur vos produits de placement, d’épargne et d’assurance?  
Inscrivez-vous à Ma Canada VieMC aujourd’hui pour tout trouver en un seul endroit pratique! 


 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note : We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-19T19:21:50.000+0000,False,False,005OH0000097FtCYAU,2025-12-12T23:45:59.000+0000,005OH0000097FtCYAU,2025-12-19T19:21:50.000+0000,005OH0000097FtCYAU,2025-12-19T19:21:50.000+0000,(450)687-3971,(514) 239-0732,fb@benoitsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiNlgYAE,False,,24515492,,0010A000006K8kxQAC,,,,,,Annuity,012OH00000000WHYAY,Closed,Non-financial,Incoming Call,,Non-financial,Medium,,True,2025-12-13T03:34:43.000+0000,False,False,005OH00000AuWfNYAV,2025-12-13T03:21:52.000+0000,005OH00000AuWfNYAV,2025-12-13T03:34:43.000+0000,005OH00000AuWfNYAV,2025-12-13T03:34:43.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiOQtYAM,False,,24515326,0030A000009LqovQAC,0010A00000ANvmCQAT,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Application is missing from New Business Dashboard,Medium,"Application is missing from New Business Dashboard 
KBA: KB0021798 

From the emails received, it looks like only the insured signed the application

===================emails==================


Bonjour Julien, 


Depuis le 8 septembre 2025 une nouvelle option permet de soumettre le questionnaire directement par courriel au client. Le représentant choisit cette option au début de la proposition électronique dans Simplement Protégé. 

Pouvez-vous répondre au courriel ci-joint que nous vous avons envoyé le 12 décembre? 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 





From: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com> 
Sent: Friday, December 19, 2025 11:25 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Julien Gagnon Paré <julien.gp@gestionholos.com>
Subject: TR: Proposition signée - 60918714-0

Bonjour Soutien Espace Affaires,

SVP communiquer avec le conseiller…voir son courriel plus bas…
Merci,

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance
Tél.: 581-705-4165 
 


Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

De : Julien Gagnon Paré <julien.gp@gestionholos.com> 
Envoyé : 19 décembre 2025 10:22
À : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Objet : [EXT] RE: Proposition signée - 60918714-0

Bonjour Marie-Claire, Je n’ai aucune nouvelle pour ce dossier, comment puis-je savoir où est en rendu le dossier ? --- Cordialement, Julien Gagnon-Paré, M. B. A. Finance Conseiller en sécurité financière Représentant en épargne collective* Holos
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Marie-Claire, 

Je n’ai aucune nouvelle pour ce dossier, comment puis-je savoir où est en rendu le dossier ? 

--- 
Cordialement,
Julien Gagnon-Paré, M.B.A. Finance
Conseiller en sécurité financière
Représentant en épargne collective*

Holos Services financiers Inc. | cabinet en assurance de personnes



Bonjour Julien, 

Merci d’avoir communiqué avec le soutien d’Espace affaires.

Selon le premier courriel l’assurée semble avoir signé la proposition, mais nous devons vérifier si votre signature a également été complétée.

Pouvez-vous confirmer si vous avez signé la proposition dans SimplementProtégé via le courriel qui vous a été envoyé ?

Si ce n’est pas le cas, veuillez consulter votre boîte courriel pour accéder au lien de signature et finaliser le processus dès que possible. Sans votre signature, la proposition ne pourra pas être soumise pour traitement et n’apparaitra pas dans votre tableau de bord des Affaires nouvelles. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com> 
Sent: Wednesday, December 10, 2025 7:39 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Julien Gagnon Paré <julien.gp@gestionholos.com>
Subject: RE: Proposition signée - 60918714-0
Importance: High

Bonjour Soutien Espace Affaires,

SVP répondre au courriel ici-bas du conseiller…il ne voit pas cette proposition sur son tableau de bord.
Merci !

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance
Tél.: 581-705-4165 


 



Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

De : Julien Gagnon Paré <julien.gp@gestionholos.com> 
Envoyé : 9 décembre 2025 10:09
À : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Objet : [EXT] TR: Proposition signée

Bonjour Marie-Claire, Pourrais-tu me dire où en est la proposition ci-dessous et où puis-je voir moi-même cette information ? Aussi, où puis-je trouver la proposition ? Cela ne semble pas fonctionner. --- Cordialement, Julien Gagnon-Paré, M. B. A. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Marie-Claire, 

Pourrais-tu me dire où en est la proposition ci-dessous et où puis-je voir moi-même cette information ? 

Aussi, où puis-je trouver la proposition ? Cela ne semble pas fonctionner. 

 

--- 
Cordialement,
Julien Gagnon-Paré, M.B.A. Finance
Conseiller en sécurité financière
Représentant en épargne collective*

Holos Services financiers Inc. | cabinet en assurance de personnes

825, boul. Lebourgneuf, bureau 500
Québec, QC, G2J 0B9
T : 418 627-4447, poste 213
F : 418 627-3327

Facebook  |  LinkedIn 

 

*SFL Placements, Cabinet de services financiers
SFL Placements est un nom d’affaires de Desjardins Sécurité financière Investissements Inc., un cabinet de services financiers.

Pour une assistance immédiate, n’hésitez pas à contacter une de nos adjointes, soit Stéfanie Hains ou Stéphanie Fortin-Nadeau, au 418-627-4447, poste 274.

Avis concernant la confidentialité : ce message ainsi que toutes pièces jointes peuvent contenir des informations confidentielles. Il est à l'usage exclusif du destinataire ci-dessus ou du mandataire chargé de lui transmettre. Toute autre personne ayant accès à ce message ainsi qu'aux pièces jointes est avisée qu'il lui est interdit de le diffuser, d'en dévoiler la teneur, de le distribuer, de le reproduire ou d'en utiliser le contenu. Si le destinataire vous est inconnu ou que vous avez reçu ce message par mégarde, veuillez m'en informer par courriel ou au (418) 627-4447 # 213 et détruire de façon définitive le message (incluant les pièces jointes) sans le lire ainsi que toute copie de celui-ci. Merci de votre collaboration.


De : SimpleProtect.Support@canadalife.com <SimpleProtect.Support@canadalife.com> 
Envoyé : 14 novembre 2025 10:32
À : Julien Gagnon Paré <julien.gp@gestionholos.com>
Objet : Proposition signée

	Vous n’obtenez pas souvent d’e-mail à partir de simpleprotect.support@canadalife.com. Pourquoi c’est important 

Traitement de la proposition
Numéro de la proposition : 60918714-0
Bonjour, 
Toutes les révisions ont été effectuées et les signatures ont été soumises par :
Marie-Ève Lemay 
Veuillez retourner dans SimplementProtégé pour poursuivre le processus de proposition. 
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous est pas destiné, veuillez nous en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.",True,2025-12-19T21:08:46.000+0000,False,False,0055o000001zVCKAA2,2025-12-13T00:25:10.000+0000,0055o000001zVCKAA2,2025-12-22T22:01:50.000+0000,0055o000001zVCKAA2,2025-12-22T22:01:50.000+0000,(418)627-4447,,julien.gp@gestionholos.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiOacYAE,False,,24515446,0030A0000029gIaQAI,0010A000002w4MNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-13T00:49:46.000+0000,False,False,005OH000002iJPDYA2,2025-12-13T00:49:46.000+0000,005OH000002iJPDYA2,2025-12-13T00:49:47.000+0000,005OH000002iJPDYA2,2025-12-13T00:49:47.000+0000,(604)438-3690,(778) 320-8869,melissameng@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiQMLYA2,False,,24515485,0035o000006mVVrAAM,0015o000007NIboAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-13T01:13:07.000+0000,False,False,005OH000002iJPDYA2,2025-12-13T01:13:07.000+0000,005OH000002iJPDYA2,2025-12-13T01:13:08.000+0000,005OH000002iJPDYA2,2025-12-13T01:13:08.000+0000,(778)288-8788,,investmentcad@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiRN9YAM,False,,24515403,0030A0000029hJGQAY,0010A000002w5E7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to use Edit Delivery button in DSFA,Medium,"How to use Edit Delivery button in DSFA

Hi Linda,

Thank you for contacting Workspace Support.

You should be able to update the phone number and resend the DocuSign package directly in Workspace. Here are the steps to follow:

1.	Log in to Workspace and open the Digital Segregated Fund Application (DSFA) dashboard.
2.	Locate the application for RRIF ID 48133.
3.	Click Edit Delivery. This will take you to the DocuSign delivery page.
4.	Update the advisor’s phone number to the correct phone number in the appropriate field.
5.	Save the changes and select Resend DocuSign to send the updated signature package to the client.

Once this is done, the client should receive the verification code at the updated number.

If you encounter any issues while editing the delivery details or resending the package, please let us know and we’ll assist further.

Have a wonderful weekend!

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 




From: Linda Metcalfe <lmetcalfe@zlc.net> 
Sent: Wednesday, December 10, 2025 1:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RRIF Tracking ID 48133

Hello, I have received the document signature package for RRIF ID 48133 and the advisor phone # is incorrect. Could you please update it to 604 306-3373 for texting so that I can get the verification code? Thank you, Linda Linda Metcalfe Principal/Associate
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I have received the document signature package for RRIF ID 48133 and the advisor phone # is incorrect.  Could you please update it to 604 306-3373 for texting so that I can get the verification code?
Thank you,
Linda


 	Linda Metcalfe 
Principal/Associate
	1200 - 666 Burrard St. Vancouver, BC
T: 604.688.7208 Ext. 248 | E: lmetcalfe@zlc.net",True,2025-12-13T00:44:35.000+0000,False,False,0055o000001zVCKAA2,2025-12-13T00:40:42.000+0000,0055o000001zVCKAA2,2025-12-13T00:49:17.000+0000,0055o000001zVCKAA2,2025-12-13T00:49:17.000+0000,(604)688-7208,,lmetcalfe@zlc.net,(604)532-5257,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiRlJYAU,False,,24515262,003G0000018f7jMIAQ,0010A000002wPpkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/15/25 

user is unable to login - advised user to call us directly and referred user to previous email sent 12/12/25.

****DDS****12/12/25 

User needs assistance with registration process - error code W1507
As per the new process for authentication, user was advised to call us to assist with their registration 
 
============================================================================================= 
 
****Email Chain****

Hello Natascha,

As mentioned in the previous email, we need to connect with you directly over the phone to assist you with this issue.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Natascha Dhillon <Natascha.Dhillon@peoplecorporation.com> 
Sent: December 15, 2025 12:43 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace - Natascha Dhillon - Effective December 09, 2025 - Cas 24515262

Hello, I am now getting this error when I try to login. Thank you, Natascha From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: December 12, 2025 6: 21 PM To: Natascha Dhillon <Natascha. Dhillon@ peoplecorporation. com> Subject: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I am now getting this error when I try to login.
 

Thank you,
Natascha

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 6:21 PM
To: Natascha Dhillon <Natascha.Dhillon@peoplecorporation.com>
Subject: RE: Register for access to Canada Life Workspace - Natascha Dhillon - Effective December 09, 2025 - Cas 24515262

	You don't often get email from workspacesupport@canadalife.com. Learn why this is important 

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
ATTENTION: Ce courriel provient de l’extérieur de l’organisation. Ne cliquez pas sur les liens et ne téléchargez pas les pièces jointes à moins de reconnaître l’expéditeur et de savoir que le contenu est sans danger.
Good day Natascha,

We received a request to assist you with the registration process for access to Workspace.

To help you with this, we need to connect with you directly over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 12, 2025 1:12 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Natascha Dhillon <natascha.dhillon@peoplecorporation.com>; Providence, Delena <Delena.Providence@advicecanada.com>
Subject: FW: Register for access to Canada Life Workspace - Natascha Dhillon - Effective December 09, 2025

Hi team,

Can we please have your assist for Natascha on completing her Workspace registration steps as she continues having issues with user ID?

Her user ID created is NATASCHADHILLON@clext.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Natascha Dhillon <Natascha.Dhillon@peoplecorporation.com> 
Sent: December-12-25 02:37 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Providence, Delena <Delena.Providence@advicecanada.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace - Natascha Dhillon - Effective December 09, 2025

Hi Jiwon, Yes, I tried that as well. I also tried “Natascha. dhillon@ peoplecorporation. com” From: Distribution Methodology <Distribution_Methodology@ canadalife. com> Sent: December 12, 2025 1: 30 PM To: Natascha Dhillon <Natascha. Dhillon@ peoplecorporation. com>

Hi Jiwon,

Yes, I tried that as well. I also tried “Natascha.dhillon@peoplecorporation.com”

 

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 12, 2025 1:30 PM
To: Natascha Dhillon <Natascha.Dhillon@peoplecorporation.com>
Cc: Providence, Delena <Delena.Providence@advicecanada.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace - Natascha Dhillon - Effective December 09, 2025

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
ATTENTION: Ce courriel provient de l’extérieur de l’organisation. Ne cliquez pas sur les liens et ne téléchargez pas les pièces jointes à moins de reconnaître l’expéditeur et de savoir que le contenu est sans danger.
Hi Natascha,

Thank you for your email.

We have reviewed our system and noticed that you have entered the incorrect user ID.

Can you please try entering the correct user ID – NATASCHADHILLON? 

Please let us know if you continue to have issues.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Natascha Dhillon <Natascha.Dhillon@peoplecorporation.com> 
Sent: December-12-25 12:57 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Byun, Jiwon <jiwon.byun@Canadalife.com>
Cc: Providence, Delena <Delena.Providence@advicecanada.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace - Natascha Dhillon - Effective December 09, 2025
Importance: High

Hi I’m getting this error when I try to register for workspace. Im getting this error when trying with User ID (I tried both Natascha. Dhillon and Natascha. Dhillon@ peoplecorporation. com) Can you please help? Thanks, Natascha From: Distribution

Hi 

I’m getting this error when I try to register for workspace. 
 

Im getting this error when trying with User ID (I tried both Natascha.Dhillon and Natascha.Dhillon@peoplecorporation.com) 
 

Can you please help?

Thanks,
Natascha

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 8, 2025 8:36 AM
To: Natascha Dhillon <Natascha.Dhillon@peoplecorporation.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Providence, Delena <Delena.Providence@advicecanada.com>
Subject: Register for access to Canada Life Workspace - Natascha Dhillon - Effective December 09, 2025

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
ATTENTION: Ce courriel provient de l’extérieur de l’organisation. Ne cliquez pas sur les liens et ne téléchargez pas les pièces jointes à moins de reconnaître l’expéditeur et de savoir que le contenu est sans danger.
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•	Do not use your employee ID as your User ID (formerly RepNet ID) as this may restrict your access.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	You must use the email noted below for all digital platform registrations.
•	Please wait 2 business days after receiving your User ID to register for Workspace.
•	Workspace has separate versions for Canada Life Direct and MGA business; even if you're already registered for the MGA version, you'll need to register separately for the Direct version to manage Direct business.
 
Your registration information
Name:	Natascha Dhillon
Advisor code*:	W1076
Activation code:	To follow in a separate email.
Email:	natascha.dhillon@peoplecorporation.com

* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID) 
•	Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
•	For iPhone, get the app from the App Store.
•	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Thank you,
 
Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
This message is intended only for the use of the person/company/agency (""intended recipient"") to whom it is addressed. It may contain information which is privileged and confidential. If you are not the intended recipient, please contact the sender as soon as possible. Any dissemination, distribution, copying or other use of this message, or any of its content, by anyone other than the intended recipient, is strictly prohibited. We have taken every precaution to ensure that this message is virus free, but we cannot be responsible for any damage that may be caused by its content.
Ce message est destiné exclusivement à l’usage de la personne/l’entreprise/l’agence (""destinataire"") à qui il est adressé puisqu’il peut contenir des renseignements protégés et confidentiels. Si vous n’êtes pas le destinataire, veuillez aviser l’expéditeur dans les plus brefs délais. Il est strictement interdit à quiconque n’est pas le destinataire de diffuser, distribuer, reproduire, ou d’utiliser le contenu de ce message de toute autre manière. Toutes les précautions nécessaires sont prises pour nous assurer que le message est exempt de virus informatique mais nous ne pouvons être tenus responsables des dommages qui pourraient être causés par le contenu de ce message.

This message is intended only for the use of the person/company/agency (""intended recipient"") to whom it is addressed. It may contain information which is privileged and confidential. If you are not the intended recipient, please contact the sender as soon as possible. Any dissemination, distribution, copying or other use of this message, or any of its content, by anyone other than the intended recipient, is strictly prohibited. We have taken every precaution to ensure that this message is virus free, but we cannot be responsible for any damage that may be caused by its content.
Ce message est destiné exclusivement à l’usage de la personne/l’entreprise/l’agence (""destinataire"") à qui il est adressé puisqu’il peut contenir des renseignements protégés et confidentiels. Si vous n’êtes pas le destinataire, veuillez aviser l’expéditeur dans les plus brefs délais. Il est strictement interdit à quiconque n’est pas le destinataire de diffuser, distribuer, reproduire, ou d’utiliser le contenu de ce message de toute autre manière. Toutes les précautions nécessaires sont prises pour nous assurer que le message est exempt de virus informatique mais nous ne pouvons être tenus responsables des dommages qui pourraient être causés par le contenu de ce message.

This message is intended only for the use of the person/company/agency (""intended recipient"") to whom it is addressed. It may contain information which is privileged and confidential. If you are not the intended recipient, please contact the sender as soon as possible. Any dissemination, distribution, copying or other use of this message, or any of its content, by anyone other than the intended recipient, is strictly prohibited. We have taken every precaution to ensure that this message is virus free, but we cannot be responsible for any damage that may be caused by its content.
Ce message est destiné exclusivement à l’usage de la personne/l’entreprise/l’agence (""destinataire"") à qui il est adressé puisqu’il peut contenir des renseignements protégés et confidentiels. Si vous n’êtes pas le destinataire, veuillez aviser l’expéditeur dans les plus brefs délais. Il est strictement interdit à quiconque n’est pas le destinataire de diffuser, distribuer, reproduire, ou d’utiliser le contenu de ce message de toute autre manière. Toutes les précautions nécessaires sont prises pour nous assurer que le message est exempt de virus informatique mais nous ne pouvons être tenus responsables des dommages qui pourraient être causés par le contenu de ce message.",True,2025-12-13T00:16:09.000+0000,False,False,005OH0000097FtCYAU,2025-12-13T00:16:09.000+0000,005OH0000097FtCYAU,2025-12-15T23:30:09.000+0000,005OH0000097FtCYAU,2025-12-15T23:30:09.000+0000,(877) 417-6735 x1,(905) 933-8806,dan.millar@benefitpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hiTVSYA2,False,,24515483,0030A000006KOT7QAO,0010A0000075UsAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-13T01:04:35.000+0000,False,False,005OH000002iJPDYA2,2025-12-13T01:04:35.000+0000,005OH000002iJPDYA2,2025-12-13T01:04:35.000+0000,005OH000002iJPDYA2,2025-12-13T01:04:35.000+0000,(604)722-0722,,tracywonghs@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hidJWYAY,False,,24515488,,0010A000006K8kxQAC,,,,,,Annuity,012OH00000000WHYAY,Closed,Non-financial,Incoming Call,,Non-financial,Medium,,True,2025-12-13T03:34:22.000+0000,False,False,005OH00000AuWfNYAV,2025-12-13T03:07:47.000+0000,005OH00000AuWfNYAV,2025-12-13T03:34:22.000+0000,005OH00000AuWfNYAV,2025-12-13T03:34:22.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AuWfNYAV,,,,,,,0.0,0.0,0.0,,False,111.0
500OH00000hmy4cYAA,False,,24523970,0030A0000027Gv3QAE,0010A000002wN2mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Name update,Medium,"User is inquiring how to change a clients user name associated with their investment account. 
Suggested contacting client services. 

Email: dominique@chenardwealth.com 

****************************************************************
Good morning, Dominique 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
I would suggest contacting the client service center regarding your clients user name change at 1-888-252-1847. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:07:57.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T14:56:20.000+0000,005OH00000BG5v4YAD,2025-12-15T15:07:58.000+0000,005OH00000BG5v4YAD,2025-12-15T15:07:58.000+0000,(807)935-8386,(807) 620-6590,dominique@chenardwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hmzaVYAQ,False,,24521576,0031600002G4XugAAF,0010A000002wNEoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"CRM download issue, has TSP",Medium,"*** DDS 15DEC2025 ***
cohort 7a, TSP Michelle Lee

user having issues downloading and locating CRM file on their device, warm transferred to TSP

---------------------------------EMAIL CHAIN:

Hello Cathy,

Thank you very much for your email. You have a dedicated Technology Solutions Partner, Michelle Lee (Michelle.K.Lee@advicecanada.com) who can assist with your issues related to the CRM extract file. @Lee, Michelle Can you please reach out to Cathy to assist with the issues that they are running into with downloading and locating their CRM file?

Don’t hesitate to reach out to our team if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Cathy Liu <cathy.liu@zpointfinancial.com> 
Sent: December 10, 2025 5:47 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: technical issue at workspace for below policies - C24351738/C24521576

Dear Jennifer, Thank you so much for your prompt feedback and kind assistance, may I know if you would kindly help to arrange a technician support zoom meeting with me at their convenience, I did workspace data download but it seems some issues
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Dear Jennifer,

Thank you so much for your prompt feedback and kind assistance, may I know if you would kindly help to arrange a technician support zoom meeting with me at their convenience, I did workspace data download but it seems some issues with the document, and I cannot save it in my pc, please kindly let me what date would work best for the technician accessing my pc. Thank you so much!

 
Warm regards,

Cathy Liu,  MBA, CSC, CFP®
Financial Security Advisor
Office: 604-438-1232 ext 6524
Fax: 604-438-7799
Email: cathy.liu@zpointfinancial.com 
 
 
If you no longer want to receive emails from myself, please click the word unsubscribe to email a request to me. 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-15T14:20:38.000+0000,False,False,005OH000006wv2TYAQ,2025-12-15T14:13:54.000+0000,005OH000006wv2TYAQ,2025-12-15T14:20:38.000+0000,005OH000006wv2TYAQ,2025-12-15T14:20:38.000+0000,(604)438-1232,(604) 401-8873,cathy.liu@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hn7cbYAA,False,,24522899,003G0000018f6ReIAI,0010A000002wONzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Workspace registration for MGA account
************
Hi Shawn  , thank you for contacting the workspace support today.

To recap our call, we were able to unlock your account complete your workspace registration for your MGA account. 

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:06:13.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T14:38:41.000+0000,005OH00000BFQFCYA5,2025-12-15T15:06:13.000+0000,005OH00000BFQFCYA5,2025-12-15T15:06:13.000+0000,(613)591-0337,(613) 612-6155,shawn.todd@ecivda.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnCvQYAU,False,,24519429,0030A0000029bViQAI,0010A000002w0R5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 15th, 2025 ***
User cannot log in. In the end she finds the verification code on her browser and logs in.
=============
Good morning Maria,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call you found the verification code appearing on your computer through the Authenticator browser extension. In the end you signe din successfully.

I’m glad I was able to assist you today with this access. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-15T13:14:46.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-15T13:06:18.000+0000,005OH00000AbJ7aYAF,2025-12-15T13:14:47.000+0000,005OH00000AbJ7aYAF,2025-12-15T13:14:47.000+0000,(604)725-4558,,connie.rodrigues58@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnEFhYAM,False,,24519868,0030A0000029puJQAQ,0010A000002wCGJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"BRETT JOSEPH STRANO

Advisor needed assistance for workspace registration. after authentication, assistance provided.

Hello Brett,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for workspace registration. After authentication, I help you with resetting your User Id password and then you completed the workspace registration. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T13:37:34.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T13:22:03.000+0000,005OH00000BFiyTYAT,2025-12-15T13:37:35.000+0000,005OH00000BFiyTYAT,2025-12-15T13:37:35.000+0000,(905)864-9969,(647) 519-2844,brett.strano@edwardjones.com,(855)599-9081,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnHTjYAM,False,,24521932,003OH00000M90MGYAZ,001OH00000QutOXYAZ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Primerica Workspace Registration failed,Medium,User need assistance to register in Workspace as Primerica user,False,,False,False,005OH000001yMujYAE,2025-12-15T14:20:24.000+0000,005OH000001yMujYAE,2025-12-15T14:20:25.000+0000,005OH000001yMujYAE,2025-12-15T14:20:25.000+0000,(289)943-7418,,ddavid@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yMujYAE,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnKBMYA2,False,,24523593,0035o000006m6UfAAI,0015o000007MpEAAA0,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Investment Centre Access,Medium,"***DDS 2025-12-15***
User was having issues with IC access.
User sent request to DDS and Quadrus Security Requests.
Quadrus was able to resolve access issue and caller confirmed that user now had access.
DDS offered further assistance if necessary.
 
================================================================================
****Email Chain**
Hello Maxime,

Thank you for contacting the Workspace Support team regarding Gabriel’s Investment Centre access issue. Following the email chain, we see that the issue has been resolved by the Quadrus Security Requests team and that Gabriel is able to access the Investment Centre. If he is still having issues with his access, feel free to reply to this email and we would be able to investigate further.

If the advisor is facing any other Workspace related issues, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: December 12, 2025 10:06 AM
To: Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Erreur dans le centre d'investissement - Groupe Stratège conseiller A5205

It works thank you so much Trish 😊 



De : Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com> 
Envoyé : December 11, 2025 8:21 AM
À : Belisle, Maxime <Maxime.Belisle@canadavie.com>
Cc : Workspace Support <WorkspaceSupport@canadalife.com>; Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>
Objet : FW: Erreur dans le centre d'investissement - Groupe Stratège conseiller A5205

Good morning Maxime,

Could you please ask user to try access now and let me know. 
 

Thanks,
Trish

Quadrus Security Requests
quadrussecurityrequests@quadrusinvestment.com

By replying to this request, any personal information provided will be used to provide you with products and services. To learn more about our personal information policies and practices, visit canadalife.com/privacy.
En répondant à cette demande, toutes les informations personnelles fournies seront utilisées pour vous fournir des produits et services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, visitez canadalife.com/privacy.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus


From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: December 11, 2025 7:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>
Subject: Fw: Erreur dans le centre d'investissement - Groupe Stratège conseiller A5205

Good morning,

This is a new advisor from a firm transfering in. The other advisors of the firm can get into IC but it doesn't work for him. 

Can you take a look if there's something going on with his access ? 

Thank you and have a good day, 

Maxime 

Téléchargez Outlook pour iOS
________________________________________
De : Gabriel Vézina <gvezina@groupestratege.com>
Envoyé : Wednesday, December 10, 2025 4:55:07 PM
À : Belisle, Maxime <Maxime.Belisle@canadavie.com>
Objet : [EXT] Erreur dans le centre d'investissement - Groupe Stratège conseiller A5205 
 
Bonjour, Je tente de me connecter sur la plateforme Quadrus à partir du centre d'ivnestissement et cela m'affiche le message suivant en pj. Mon accès en ligne est via mon courriel. Mon code de conseiller est en objet, je suis avec Groupe Financier
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Bonjour,

Je tente de me connecter sur la plateforme Quadrus à partir du centre d'ivnestissement et cela m'affiche le message suivant en pj. Mon accès en ligne est via mon courriel.

Mon code de conseiller est en objet, je suis avec Groupe Financier Stratège et nous sommes en cours de transfert. Les autres conseillers ont accès. 

Pouvez-vous m'aider à corriger la situation?

merci, 

Prendre rendez-vous
Médias et plus encore!
Laissez un avis 5   sur Google | Partagez votre expérience sur Yelp | Entreprise certifiée B Corp   |
 
 AVIS DE CONFIDENTIALITÉ : Ce courriel, ainsi que ses pièces jointes, est confidentiel et peut être protégé par le secret professionnel. Si vous n’en êtes pas le destinataire visé, veuillez en aviser l’expéditeur immédiatement et le supprimer; vous ne devez pas le copier, ni l’utiliser à quelque fin que ce soit, ni divulguer son contenu à qui que ce soit. Groupe Financier Stratège se réserve le droit de contrôler le contenu de tous les courriels qui passent par leurs réseaux.
CONFIDENTIALITY NOTICE: This email, including any attachments, is confidential and may be privileged. If you are not the intended recipient please notify the sender immediately, and please delete it; you should not copy it or use it for any purpose or disclose its contents to any other person. Groupe Financier Stratège reserves the right to monitor all email communications through their networks.",True,2025-12-15T14:50:15.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T14:50:15.000+0000,005OH00000AX0rVYAT,2025-12-15T14:50:32.000+0000,005OH00000AX0rVYAT,2025-12-15T14:50:32.000+0000,(418)622-2288X302,,gvezina@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnOjeYAE,False,,24519851,003OH00000M91riYAB,001OH00000QuxDJYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica MFA Workspace Registration,Medium,User is not getting the code to continue,True,2025-12-15T13:21:32.000+0000,False,False,005OH000001yMujYAE,2025-12-15T13:21:32.000+0000,005OH000001yMujYAE,2025-12-15T13:42:27.000+0000,005OH000001yMujYAE,2025-12-15T13:42:27.000+0000,(306)222-2072,,brenda.rebeyka@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yMujYAE,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnOmtYAE,False,,24521771,0030A0000029mmaQAA,0010A000002w9kJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issue - ERR-W1283,Medium,"***DDS 2025-12-15***
User was encountering ERR-W1283 when trying to login to Workspace.
DDS unlocked and assisted user with password reset.
 
================================================================================
****Email Chain**
Hello Stephen,

It was a pleasure speaking to you earlier regarding your Workspace login issue. We’re happy we were able to assist you with unlocking your account and resetting your password.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T14:24:23.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T14:17:39.000+0000,005OH00000AX0rVYAT,2025-12-15T14:24:32.000+0000,005OH00000AX0rVYAT,2025-12-15T14:24:32.000+0000,(514)680-0060,(514) 292-8080,ssztern@peakgroup.com,(514)373-5526,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnOuxYAE,False,,24526045,003G00000282vMgIAI,0010A000002wTD8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Simon,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
GKTN2MCLA7

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Simon,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Simon Baxter Elias
Code: 33522

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to Simon@projectfinancial.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T15:28:01.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T15:28:01.000+0000,005OH0000071DK9YAM,2025-12-15T15:28:01.000+0000,005OH0000071DK9YAM,2025-12-15T15:28:01.000+0000,(855)776-5346,(416) 454-5343,simon@projectfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnSiTYAU,False,,24520968,003G0000018f7MHIAY,0010A000002wPRxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conquest renewal,Medium,"*** DDS Dec 15th, 2025 ***
User has conquest in read only. INC1933081  was resolved but looks like Elie did not know the ifno. Nathan would be the person to contact in order to renew his license with Conquest. He's not happy as it appears they are not answering him in a timely manner.
=============
Good morning Elie,

It was a pleasure speaking with you today about accessing Conquest.

During our call, I found information from Dec 12th on your ticket INC1933081 indicating that you would need to contact nathan.masiala@canadalife.com in order to renew your access to Conquest (Goals Based Planning).

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-15T14:22:30.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-15T13:58:29.000+0000,005OH00000AbJ7aYAF,2025-12-15T14:22:30.000+0000,005OH00000AbJ7aYAF,2025-12-15T14:22:30.000+0000,(519)804-9990,(519) 572-7699,elie@grfs.ca,(226)896-1892,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnTD6YAM,False,,24521782,0030A0000029c9kQAA,0010A000002w0y6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,redirect licensing and commission inquiries,Medium,"Good morning Jag,

Thank you for contacting the Wealth Reporting Support team.

As discussed on our phone call, for any inquiries related to your contracts/commissions, please reach out to Contracts&Compensation@canadalife.com for further assistance.


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T14:28:44.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T14:17:48.000+0000,005OH0000071DK9YAM,2025-12-15T14:28:44.000+0000,005OH0000071DK9YAM,2025-12-15T14:28:44.000+0000,(416)986-4497,,jag@jag-singh.ca,(905)482-0398,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnUyiYAE,False,,24520159,0030A0000029XRmQAM,0010A000002vx1WQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace Registration,Medium,"***DDS*** 12/15/25
Name: Robert THOMAS Anderson
Phone:
Agent code: D7084
Reference: KB0017316 

Hi Robert,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding MGA Workspace Registration.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 12, 2025 2:41 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Anderson, Robert <rob@rtafinancial.ca>
Subject: FW: Activation code request - D7084 - Robert Anderson

Hi team,

Can you please assist Robert on accessing to his MGA Workspace account?

His user ID is ROBERT1215@clext.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Robert T. Anderson <rob@rtafinancial.ca> 
Sent: December-12-25 01:40 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Activation code request - D7084 - Robert Anderson

Hi, Thanks for confirming and getting back to me. I tried to reset my password on Repnet website and it says my user ID is invalid - ROBERT1215. Can you please help me reset the password to move forward with the registration. Thank youi. Thanks,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

Thanks for confirming and getting back to me. I tried to reset my password on Repnet website and it says my user ID is invalid - ROBERT1215. 

Can you please help me reset the password to move forward with the registration. Thank youi.

Thanks,
Rob
 
All the best,
 
Robert T. Anderson, CFP, RIS
Certified Financial Planner & Group Benefits Broker
RTA Financial Inc.
4th FL-255 Dufferin Ave. London, ON N6A 4K1
P: 519-860-4223 E: rob@rtafinancial.ca
Investment Representative - Quadrus Investment Services Ltd.
This email (including any attachments) is intended for use by the person(s) to whom it is addressed and may contain confidential information.  If this email is not addressed to you, note circulation, distribution or copying of this email (including attachments) is strictly prohibited.  If you have received this email in error, please notify me immediately and permanently delete the original email (including attachments) and any electronic or printed copy of it.
 
________________________________________
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Sent: Friday, December 12, 2025 1:34 PM
To: Robert T. Anderson <rob@rtafinancial.ca>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Activation code request - D7084 - Robert Anderson 
 
Hi Robert,
 
Thank you for your email.
 
We have reviewed our system and noticed that you are already completed with creating your user ID - ROBERT1215.
 
Thus, if you have not fully completed with MGA Workspace registration process, please do so using the below instructions. If you have any question or concerns, please kindly reach out to Workspace Support team clworkspacesupport@canadalife.com for further assist.
 
STEP 2: Register for Workspace 
•       Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Thank you,
 
Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Robert T. Anderson <rob@rtafinancial.ca> 
Sent: December-12-25 01:14 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Activation code request - D7084 - Robert Anderson
 
Hello, Hope you're doing well. Requesting my activation code to complete step one of my MGA registration with CL. D7084 Thanks, Rob Step 1: Create your Canada Life user ID Go here and click ‘Register’ Follow steps to create your Canada Life
Hello,
 
Hope you're doing well.
 
Requesting my activation code to complete step one of my MGA registration with CL. D7084
 
Thanks,
Rob
 
 
Step 1: Create your Canada Life user ID
•	Go here and click ‘Register’
•	Follow steps to create your Canada Life User ID and password using your advisor code and activation code.
•	If you need your advisor code, contact a distribution_methodology@canadalife.com.
•	After creating your User ID, wait two business days before registering for Workspace. This helps ensures your credentials are securely synced across our systems.
Step 2: Register for Workspace

Due to security and compliance requirements, please complete the registration process yourself.
•	Go here to register
•	Enter your newly created Canada Life User ID and password
•	Follow prompts to set up your Workspace account and complete registration.
Step 3: Connect your accounts.
•	Sign into the Advice Canada using your Financial Horizons Advisor Portal credentials.
•	Select ‘Authorize Connections’ to link your Workspace accounts (MGA and Canada Life – Direct).
Step 4: Access the client search experience
•	Access your client search here https://www.secure.acp.canadalife.com
•	Sign in with your Financial Horizons credentials.
•	Click “Clients” in the sidebar.
•	Keep accessing client search anytime through the Advice Canada Connected experience.
•	If delegates want to see all clients, they must have third-party access for both MGA and direct codes.
 
 
Thanks,
Rob
 
All the best,
 
Robert T. Anderson, CFP, RIS
Certified Financial Planner, Group Benefits Broker
RTA Financial Inc.
4th FL-255 Dufferin Ave. London, ON N6A 4K1
P: 519-860-4223 E: rob@rtafinancial.ca
Investment Representative - Quadrus Investment Services Ltd.",True,2025-12-15T13:32:30.000+0000,False,False,005OH00000BGeeHYAT,2025-12-15T13:32:30.000+0000,005OH00000BGeeHYAT,2025-12-15T13:32:30.000+0000,005OH00000BGeeHYAT,2025-12-15T13:32:30.000+0000,(519)860-4223,,rob@rtafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnVupYAE,False,,24522849,003OH00000UHNQcYAP,001OH00000avI0cYAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Kyle,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
MFZBFESGMX

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Kyle,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Kyle Sawchuk
Code: A5472

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to ksawchuk@efgi.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T14:37:46.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T14:37:46.000+0000,005OH0000071DK9YAM,2025-12-15T14:37:47.000+0000,005OH0000071DK9YAM,2025-12-15T14:37:47.000+0000,(204)475-8500,,ksawchuk@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnXIDYA2,False,,24520269,0030A0000029cCqQAI,0010A000002w10yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset WS Password,Medium,"•	Reason for call: Reset ws password
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Reset via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
===========================
Bonjour Sindy, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T13:46:38.000+0000,False,False,005OH00000BFQFGYA5,2025-12-15T13:36:12.000+0000,005OH00000BFQFGYA5,2025-12-15T13:46:38.000+0000,005OH00000BFQFGYA5,2025-12-15T13:46:38.000+0000,(819)731-3393,,dmarcouiller@groupemarcouiller.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnXOmYAM,False,,24524525,0035o000003V9udAAC,00116000022DMt9AAG,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Sylvia,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
S3HBEVZ3CP

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Sylvia,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: David Douglas
Code: ll13524

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to srai@aspirefinancial.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T15:04:52.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T15:04:52.000+0000,005OH0000071DK9YAM,2025-12-15T15:04:53.000+0000,005OH0000071DK9YAM,2025-12-15T15:04:53.000+0000,(226) 919-5154,,srai@aspirefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnYSpYAM,False,,24521233,003OH00000M94kYYAR,001OH00000Qur83YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica INC1933617,Medium,"Advisor is looking for an update on INC1933617. They are advised that once there is an update, they will receive an email from Jason.",True,2025-12-15T14:12:03.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T14:06:22.000+0000,005OH00000BFiyTYAT,2025-12-15T14:12:03.000+0000,005OH00000BFiyTYAT,2025-12-15T14:12:03.000+0000,(519)317-8045,,rhoggard@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnYXhYAM,False,,24523057,0030A0000027Gv3QAE,0010A000002wN2mQAE,,,,,,,012OH000000ijW5YAI,Open,,Phone,,SimpleProtect Error,Medium,"*** DDS DEC/19/2025 ***
User says that the issue is still persisting.
Advised them to try changing the questionnaire option to see if the issue resolves
*****
NAME: DOMINIQUE CHENARD 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: F1857
PHONE: 807-935-8385 
EMAIL: dominique@chenardwealth.com 
 
ISSUE: 
Client tried to access a simpleprotect application to sign and they got an error code: REDWOOD
Confirmed that the Life Insurance Application
 
 
FINDINGS:
KB0022199
We would need to send a new link for the client to access
 
TROUBLESHOOTING/RESOLUTION:
Called assist and confirmed KB information
Collected the following information for a new link to generated:
⦁	Full Name: DOMINIQUE CHENARD
⦁	User ID: chenardwealth@clext 
⦁	Advisor commission code: LL31680
⦁	Email: dominique@chenardwealth.com 
⦁	Phone: 807-935-8385 
⦁	Application number: 60925641-9
⦁	Screenshot: NA
⦁	error code/colour: Redwood
⦁	Application is for: Life Insurance 
⦁	CLIENT”S NAME: Francesco Mollicola
Sent above information to L2 (Jeremie) for further support


EMAIL:
--------------------------------------***DDS DEC/19/2025***--------------------------
Hello Dominique,
Unfortunately, we cannot change the questionnaire selection for the application once one has been chosen. The only other option would be to send another link. 
I have forwarded the request for a link to be sent again.
Please let me know if the issue persists after the new link in received.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com

From: Dominique Chénard <Dominique@chenardwealth.com> 
Sent: December 19, 2025 12:13 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: SimpleProtect Application Error - 24523057
Importance: High
Good afternoon,
The client has let me know he's still having trouble with the app, after multiple attempts on both our ends. 
Am I able to cancel the ""do it yourself"" part of the questionnaire, and just do it with him? It doesn't allow me to do it on my end.
Application 60925641-9
Dominique
 
Dominique Chénard, CPA, CA, CFP®
Certified Financial Planner | Chénard Wealth & Advisory Inc.
Investment Representative | Quadrus Investment Services Ltd.
P: 807-935-8386 | https://www.chenardwealth.com/
To schedule an appointment: https://calendly.com/dominiquechenard/
--------------------------------------***DDS DEC/15/2025***--------------------------
Hello Dominique,
Thank you for contacting Workspace Support about the issues you were having with your SimpleProtect application error.
On the call today, I conformed that the error you were receiving was due to an issue with the access link that the client was using. This can be resolved when a new link is sent out. I collected all required information for the application and as mentioned, the Level 2 team will be sending out the link again which should resolve the issue.
Let me know if you have any questions.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",False,,False,False,005OH00000BGf2TYAT,2025-12-15T14:41:13.000+0000,005OH00000BGf2TYAT,2025-12-19T19:15:22.000+0000,005OH00000BGf2TYAT,2025-12-19T19:15:22.000+0000,(807)935-8386,(807) 620-6590,dominique@chenardwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnYcVYAU,False,,24521073,0030A0000029pEnQAI,0010A000002wBjkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Login,Medium,"***DDS*** 12/15/25
Name: Anthony Calamia
Phone:416-576-9080
Agent code: A3847

Hi Anthony,

Thank you for contacting Workspace Support today regarding MGA Login.

To recap our call today:

We reset your password,
Reset your MFA
Your are now in Workspace

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-12-15T14:10:24.000+0000,False,False,005OH00000BGeeHYAT,2025-12-15T14:01:53.000+0000,005OH00000BGeeHYAT,2025-12-15T14:10:24.000+0000,005OH00000BGeeHYAT,2025-12-15T14:10:24.000+0000,(416)576-9080,,calamia.anthony@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnaPnYAI,False,,24524610,0030A0000029oFdQAI,0010A000002wAvsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:06:17.000+0000,False,False,005OH000003ds0PYAQ,2025-12-15T15:06:17.000+0000,005OH000003ds0PYAQ,2025-12-15T15:06:17.000+0000,005OH000003ds0PYAQ,2025-12-15T15:06:17.000+0000,(705)277-1898,705 277 3186,ralph.sibigroup@outlook.com,(705)277-2905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnamQYAQ,False,,24524382,0030A0000029XC8QAM,0010A000002vwq9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"SIMON RUSINEK
C0114

Advisor needed assistance for logging in to their workspace account. They changed their password and this allows them to login successfully.

Hello Simon,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you were trying to login to your workspace account, and you could not login. You changed your password on the workspace website. This allows you to login successfully and you were able to setup authenticator.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:10:59.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T15:02:55.000+0000,005OH00000BFiyTYAT,2025-12-15T15:11:00.000+0000,005OH00000BFiyTYAT,2025-12-15T15:11:00.000+0000,(416)566-4620,,rusineksim@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnapbYAA,False,,24527624,003G0000018f6iLIAQ,0010A000002wOiaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:49:55.000+0000,False,False,005OH000002N6huYAC,2025-12-15T15:49:55.000+0000,005OH000002N6huYAC,2025-12-15T15:49:55.000+0000,005OH000002N6huYAC,2025-12-15T15:49:55.000+0000,(514)931-4242X4238,(514) 699-5220,jessica.laoun@elevationsfinancieres.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnbSJYAY,False,,24523876,003G0000018f7OFIAY,0010A000002wPUgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Login Issue,Medium,"***DDS 2025-12-15***
User was having issues logging into Product Illustration ""A Problem Exists with your User ID"".
DDS confirmed that user has correct ISAM Groups and @londonlife.bz and regional format is correct.
DDS reset user's ISAM password and user was able to login.
 
================================================================================
****Email Chain**
Hello Holly,

It was a pleasure speaking to you earlier regarding your Product Illustration access issue. We’re happy we were able to assist you with accessing Product Illustrations by resetting your password.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:14:50.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T14:55:07.000+0000,005OH00000AX0rVYAT,2025-12-15T15:15:04.000+0000,005OH00000AX0rVYAT,2025-12-15T15:15:04.000+0000,(519)284-2649,(519) 284-2649,holly@hollyroulston.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hncMqYAI,False,,24522006,003G0000018f6QcIAI,0010A000002wOMyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1282,Medium,"User is not able to sign in as they are receiving the error message. Advised user to self guide and reset their password. 

Email: mike.stewart@ubboss.ca 

********************************************************
Good morning, Mike

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace log in. 

I’m glad I was able to assist you by directing you to the self guided option to reset your password so you can successfully sign into your Workspace account. 

If you have any questions or need any further assistance, we’re here to help.
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T14:28:08.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T14:21:51.000+0000,005OH00000BG5v4YAD,2025-12-15T14:28:08.000+0000,005OH00000BG5v4YAD,2025-12-15T14:28:08.000+0000,(780)932-1463,(780) 932-1463,mike.stewart@ubboss.ca,(780)434-5841,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hndlqYAA,False,,24522224,003OH00000EP57pYAD,001OH00000I6sGNYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"*****DDS***** 12/15/2025
Caller : MARY JANE CASTILLO
Advisor code: H1922

Inquiry: User needed assistance with workspace registration. DDS authenticated user and assisted user with registration.

ref: KB0021888


*******EMAIL CHAIN*******

Hello Mary, 

           It was a pleasure assisting you today,     

    Next step would be to wait 24-48 hours before initiating registration for workspace. Below are the instructions for workspace registration. 

     You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 
 
1.	Enter your User ID and Password: 
 
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   If needed.
 
 
 
 
•	 
1.	Click on Next to navigate to the next page 

o	Read and accept the Terms of use
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
1.	Verify the email by clicking Verify Now 

o	Your account will be activated once the email is verified
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/.

You will also be prompted to set up MFA. Please if you have any questions, please don’t hesitate to reach out. Have a good day!

I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T14:40:50.000+0000,False,False,005OH00000BFQFHYA5,2025-12-15T14:25:54.000+0000,005OH00000BFQFHYA5,2025-12-15T14:46:09.000+0000,005OH00000BFQFHYA5,2025-12-15T14:46:09.000+0000,(204)227-9652,,maryjanecastillo@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hneA3YAI,False,,24523190,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Matthew,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
VLETC5SAH2

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Matthew,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Matthew DeJOng
Code: A5403

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to mdejong@mcdougallinsurance.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T14:43:27.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T14:43:27.000+0000,005OH0000071DK9YAM,2025-12-15T14:43:27.000+0000,005OH0000071DK9YAM,2025-12-15T14:43:27.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hngDWYAY,False,,24522676,0030A0000027Gv3QAE,0010A000002wN2mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Incorrect ISAM Group,Medium,"***DDS 2025-12-15***
User was getting prompted to enter advisor code upon Workspace registration, but is not an advisor.
DDS confirmed user has incorrect ISAM groups, namely iipWorkspaceAdvisorReg.
DDS escalated issue to L2. 

================================================================================
****Email Chain**",True,2025-12-15T14:42:47.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T14:34:39.000+0000,005OH00000AX0rVYAT,2025-12-15T14:44:33.000+0000,005OH00000AX0rVYAT,2025-12-15T14:44:33.000+0000,(807)935-8386,(807) 620-6590,dominique@chenardwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hniP2YAI,False,,24524367,003G0000018f7GLIAY,0010A000002wPL8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:02:39.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T15:02:39.000+0000,0050A000000WjqvQAC,2025-12-15T15:02:40.000+0000,0050A000000WjqvQAC,2025-12-15T15:02:40.000+0000,(613)254-8484,(613) 883-7395,cedric@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnik2YAA,False,,24527791,0030A00000CJE4oQAH,0010A00000Ctw65QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - ERR-W1283,Medium,"KB0017399 - Assisted the advisor based on the guidance on the KB.. issued resolved.
==========================

Hi Edward,

Thank you for contacting the workspace support about getting an error when trying to sign in to workspace.

We were able to identify the cause of the issue and fixed it accordingly by updating your access on our end. We also have reset your password successfully and can confirm that you have access to workspace. We also guided you how to navigate and login to workspace properly for future reference.

We appreciate your patience and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-15T16:04:16.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T15:52:06.000+0000,005OH00000BFPZHYA5,2025-12-15T16:25:56.000+0000,005OH00000BFPZHYA5,2025-12-15T16:25:56.000+0000,(519)574-6228,,edjacobinsurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnkIiYAI,False,,24525427,0035o000003E9ZTAA0,0015o000003sFRHAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:18:42.000+0000,False,False,0055o000001NWfMAAW,2025-12-15T15:18:42.000+0000,0055o000001NWfMAAW,2025-12-15T15:18:42.000+0000,0055o000001NWfMAAW,2025-12-15T15:18:42.000+0000,(647)765-0869,,joycelisong@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnkQmYAI,False,,24522883,003G0000018f6f7IAA,0010A000002wOd9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Log in,Medium,"User is not able to go on the direct Advisor sign in page, receiving this URL is not valid. - Advised user to clear cookies and cache.
User internet was not connected- connected to wifi and was able to sign in. 

Email: bsomerville@capital-wealth.ca 

**************************************************************
Good morning, Robert

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!
 
I'm glad I was able to assist you with troubleshooting by clearing your cookies and cache, so you can access the Advisor Workspace log in page. I would also suggest double checking you are connected to the internet.  
 
As a recap to clear cookies and cache you want to follow these steps:
1.	Select three dots in the top right-hand corner and then ‘Settings’ 
2.	Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3.	Change ‘Time Range’ to ‘All Time’
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T14:48:42.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T14:38:20.000+0000,005OH00000BG5v4YAD,2025-12-15T14:48:51.000+0000,005OH00000BG5v4YAD,2025-12-15T14:48:51.000+0000,(905)295-1117,,bsomerville@capital-wealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnkk5YAA,False,,24522319,003OH00000M97M7YAJ,001OH00000QurLcYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Registration,Medium,"***DDS*** 12/15/25
Name: DONNA LEE Taylor  
Phone: 506-988-7950
Agent code: P1153
Reference: KB0023476

Hi Donna,

Thank you for contacting Workspace Support today regarding Primerica Registration.

To recap our call today:

We went through registration.
Down,oaded Google Authenticator
Setup MFA
Able to log in, logout and back in again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-12-15T14:58:11.000+0000,False,False,005OH00000BGeeHYAT,2025-12-15T14:27:56.000+0000,005OH00000BGeeHYAT,2025-12-15T14:58:11.000+0000,005OH00000BGeeHYAT,2025-12-15T14:58:11.000+0000,(506)204-7950,,donnaleetaylor@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnlWTYAY,False,,24522434,0030A00000B37KQQAZ,0010A00000BdPqBQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator issues,Medium,"JOSE MANUEL REYES RODRIGUEZ
D2637
Advisor was not able to see verification code in their Microsoft edge extension. I requested them to share their screen but they had to end the call because of the meeting with their client. They are advised to contact us once they are available.

Hello Jose,

Thank you for calling workspace support team. 

In our today’s call, you needed assistance with authenticator. You mentioned that you had Microsoft edge extension installed but you cannot see any verification code on your browser. I requested you to share your screen with me, but you had to end our call due to the shortage of time. Please give us a call back once you are ready, we will be happy to investigate it.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T14:40:08.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T14:30:24.000+0000,005OH00000BFiyTYAT,2025-12-15T14:40:08.000+0000,005OH00000BFiyTYAT,2025-12-15T14:40:08.000+0000,(647)891-1428,,jose.reyes@cartewm.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnmUEYAY,False,,24524979,0030A000005YX1HQAW,0010A000006IPEJQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Dec 15th, 2025 ***
User needs to create username and register to access her Workspace account. For forms questions, redirected to RSA. Registration steps and RSA contact info all in email.
==============
Bonjour Diane,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à l’Espace Affaires.

Pour plus d’information sur les formulaires de proposition d’assurance, vous pouvez contacter Marie-Claire Jobson, votre DRV, à marie-claire.jobson@canadavie.com ou par téléphone au (581) 705-4165.

Durant notre appel, j’ai remarqué que vous n’avez pas encore créé de nom d’utilisateur. Pour ce faire vous pouvez envoyer un courriel à distribution_methodology@canadalife.com avec votre nom complet et code de conseiller pour leur demander un code d’activation pour créer votre nom d’utilisateur.

Une fois que vous l’avez, vous pouvez suivre les étapes suivantes.

Étape 1: Allez sur https://espaceaffaires.canadavie.com/inscription et cliquez sur « Créer votre nom d’utilisateur ».

 

Étape 2 : Cliquez sur « Inscrivez-vous dès maintenant »

 

Vous allez ensuite vérifier votre nom, prénom, code de conseiller, et code d’activation. Vous allez créer votre nom d’utilisateur, mot de passe et question de sécurité. Après 48 heures, vous pourrez terminer l’inscription une fois que le nom d’utilisateur est sauvegardé dans notre système.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-15T18:42:24.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-15T15:12:18.000+0000,005OH00000AbJ7aYAF,2025-12-15T18:42:25.000+0000,005OH00000AbJ7aYAF,2025-12-15T18:42:25.000+0000,(819)917-7325,,castonguaydiane@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnmfRYAQ,False,,24522667,0030A0000029fCyQAI,0010A000002w3QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T14:34:25.000+0000,False,False,005OH0000084GETYA2,2025-12-15T14:34:25.000+0000,005OH0000084GETYA2,2025-12-15T14:34:26.000+0000,005OH0000084GETYA2,2025-12-15T14:34:26.000+0000,(289)244-5883,,mariasaputo@saputofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnmh5YAA,False,,24526782,0030A0000029e4yQAA,0010A000002w2UPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Dec 15th, 2025 ***
User wants to access advisor's account. Account not finished to be created, so included all info in email.
===============
Bonjour Martine,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder au compte Espace Affaires de Dave.

Tout d’abord, pour plus d’information sur des polices, vous pouvez contacter le Centre de Service à la clientèle au 1-888-252-1847.

Pour la création du compte de Dave, il peut envoyer un courriel à distribution_methodology@canadalife.com pour confirmer son code d’activation et à quel code de conseiller il est relié.

Pour la création de votre compte, Dave pourra remplir le formulaire attaché pour vous donner accès et l’envoyer à distribution_methodology@canadalife.com avec le code de conseiller auquel il vous autorise l’accès.

Une fois que vous avez vos codes d’activation respectifs, vous pouvez suivre les étapes suivantes :

Étape 1 : Aller sur https://espaceaffaires.canadavie.com/inscription et cliquez sur « Créer votre nom d’utilisateur »

 

Étape 2 : Cliquez sur « Inscrivez-vous dès maintenant ».

 

Vous allez ensuite confirmer votre nom, prénom, code de conseiller du compte et code d’activation reçu de la part de Distribution Methodology.

Vous allez enfin pouvoir créer votre nom d’utilisateur et mot de passe. Ce sera seulement après 48h que vous pourrez terminer ‘l’inscription en mettant ce nom d’utilisateur et mot de passe dans la page https://espaceaffaires.canadavie.com/inscription.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-15T15:53:10.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-15T15:38:36.000+0000,005OH00000AbJ7aYAF,2025-12-15T17:57:10.000+0000,005OH00000AbJ7aYAF,2025-12-15T17:57:10.000+0000,(418)668-0177,,dave.ferland@agc.inalco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnn25YAA,False,,24524967,0030A0000029h5hQAA,0010A000002w51WQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,WS Registration Assistance,Medium,"Reason for call: Register for WS
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Changed password in iSAM
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identifcation
==========================
Bonjour Yannick, 

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à vous inscrire à Workspace. 

Votre avis compte. Faites-nous savoir ce que vous pensez de la qualité du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:35:18.000+0000,False,False,005OH00000BFQFGYA5,2025-12-15T15:12:06.000+0000,005OH00000BFQFGYA5,2025-12-15T15:35:19.000+0000,005OH00000BFQFGYA5,2025-12-15T15:35:19.000+0000,(450)443-6496,514-246-2166,yannick.gregoire@ig.ca,(450)443-8132,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnnQLYAY,False,,24529274,003G0000018f76AIAQ,0010A000002wP9UQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:12:03.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T16:12:03.000+0000,0050A000000WjqvQAC,2025-12-15T16:12:03.000+0000,0050A000000WjqvQAC,2025-12-15T16:12:03.000+0000,(613)967-6060,(613) 849-3130,paulmawer@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnnzrYAA,False,,24529638,0030A00000A0XVzQAN,0010A00000AZhq9QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration and repnet password reset-,Medium,"*****DDS***** 12/15/2025
Caller : Twila Jensen
Advisor: Monique Atkins
Advisor code: D1527


Inquiry: User needed assistance with workspace registration. DDS authenticated and assisted user complete registration.

ref: KB0021888


*******EMAIL CHAIN*******
Hello Twila, 

    It was a pleasure assisting you complete your workspace registration and reset your repnet password today. Please allow 24 hours for information to load into your workspace. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T16:35:04.000+0000,False,False,005OH00000BFQFHYA5,2025-12-15T16:16:50.000+0000,005OH00000BFQFHYA5,2025-12-15T16:35:04.000+0000,005OH00000BFQFHYA5,2025-12-15T16:35:04.000+0000,(403)894-4133,,monique@advfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hno4ZYAQ,False,,24527738,003OH00000R2AS3YAN,001OH00000WrwlCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:51:33.000+0000,False,False,0055o000001NWfMAAW,2025-12-15T15:51:33.000+0000,0055o000001NWfMAAW,2025-12-15T15:51:33.000+0000,0055o000001NWfMAAW,2025-12-15T15:51:33.000+0000,(519)500-1025,,trustlalita@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnovrYAA,False,,24527957,0030A0000029pgsQAA,0010A000002wC4yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Could not access WS Account,Medium,"•	Reason for call: Could not access WS account
Authentication: Yes/No, which rotation: Yes, in 24508724
•	Troubleshooting steps completed: Told to clear cache and cookies
•	Email correspondence: See in 24508724
•	Source of triage (e.g., “As per KBA001234”): Logmein with user",True,2025-12-15T16:14:46.000+0000,False,False,005OH00000BFQFGYA5,2025-12-15T15:54:08.000+0000,005OH00000BFQFGYA5,2025-12-15T16:14:47.000+0000,005OH00000BFQFGYA5,2025-12-15T16:14:47.000+0000,(514)428-8730,,cabinet@apfv.ca,(514)428-8731,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnp7BYAQ,False,,24526297,003G0000018f6iBIAQ,0010A000002wOiQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:31:31.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T15:31:31.000+0000,0050A000000WjqvQAC,2025-12-15T15:31:31.000+0000,0050A000000WjqvQAC,2025-12-15T15:31:31.000+0000,(613)629-1234,(613) 401-7633,rod.white@rgwfinancial.com,(613)629-1236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnpQQYAY,False,,24524987,003G0000018f6hVIAQ,0010A000002wOhlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:12:20.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T15:12:20.000+0000,0050A000000WjqvQAC,2025-12-15T15:12:21.000+0000,0050A000000WjqvQAC,2025-12-15T15:12:21.000+0000,(613)741-5460,(613) 878-4208,george@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnqb2YAA,False,,24525046,003G0000018f6uAIAQ,0010A000002wOw3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Geoff,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
ZF5C4S896Z

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Geoff,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Geoff Barnett
Code: 11417,F0466,9917

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to geoff@barnettwealth.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T15:13:11.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T15:13:11.000+0000,005OH0000071DK9YAM,2025-12-15T15:13:12.000+0000,005OH0000071DK9YAM,2025-12-15T15:13:12.000+0000,(705)503-9690,(705) 725-3601,geoff@barnettwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnqj7YAA,False,,24525016,003G0000018f6hVIAQ,0010A000002wOhlQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:12:45.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T15:12:45.000+0000,0050A000000WjqvQAC,2025-12-15T15:12:45.000+0000,0050A000000WjqvQAC,2025-12-15T15:12:45.000+0000,(613)741-5460,(613) 878-4208,george@onelifewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnuBZYAY,False,,24523878,0030A0000029lFTQAY,0010A000002w8QlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T14:55:07.000+0000,False,False,005OH000003ds0PYAQ,2025-12-15T14:55:07.000+0000,005OH000003ds0PYAQ,2025-12-15T14:55:08.000+0000,005OH000003ds0PYAQ,2025-12-15T14:55:08.000+0000,(613)767-1234,613-449-6231,cbudd@alignedcapitalpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnuegYAA,False,,24526377,0030A0000029XC8QAM,0010A000002vwq9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,Call back done for  Final authentication,True,2025-12-15T19:50:24.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T15:32:36.000+0000,005OH00000BFPZHYA5,2025-12-15T19:50:25.000+0000,005OH00000BFPZHYA5,2025-12-15T19:50:25.000+0000,(416)566-4620,,rusineksim@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnujXYAQ,False,,24527259,0030A0000029lHCQAY,0010A000002w8SPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simpleprotect training,Medium,"*****DDS***** 12/15/2025
Caller : GWENDOLYN BARTLEY
Advisor code: 89675


Inquiry: User wanted some guidance or training on how to submit a life insurance application on simpleprotect. Guided the user to the learning centre and provided contact details to RSA. 

ref: 


*******EMAIL CHAIN*******
Hello Gwen, 

     It was a pleasure assisting you today. For the simpleprotect training , it should be available on the learning centre. If it’s not, you can try reaching out to your RSA Marisa Spada at marisa.spada@canadalife.com or 416) 552-3139. I have also attached a simple protect overview guide for your reference. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:56:40.000+0000,False,False,005OH00000BFQFHYA5,2025-12-15T15:45:12.000+0000,005OH00000BFQFHYA5,2025-12-15T16:03:49.000+0000,005OH00000BFQFHYA5,2025-12-15T16:03:49.000+0000,(416)778-8000,,gbartley@bairdmacgregor.com,(416)778-4492,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnv4QYAQ,False,,24525168,003G0000018f6yGIAQ,0010A000002wP0uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:15:04.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T15:15:04.000+0000,0050A000000WjqvQAC,2025-12-15T15:15:04.000+0000,0050A000000WjqvQAC,2025-12-15T15:15:05.000+0000,(613)967-6060,(613) 921-7799,jeanettemolloy@bridgetowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnvnaYAA,False,,24526615,0030A0000029jY0QAI,0010A000002w73RQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:36:05.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T15:36:05.000+0000,0050A000000WjqvQAC,2025-12-15T15:36:06.000+0000,0050A000000WjqvQAC,2025-12-15T15:36:06.000+0000,(613)695-6111X105,(613) 262-0203,gdamnon@rgpackman.ca,(613)695-9111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnw7AYAQ,False,,24530161,0030A0000029orWQAQ,0010A000002wBRnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:23:31.000+0000,False,False,005OH000004oiYEYAY,2025-12-15T16:23:31.000+0000,005OH000004oiYEYAY,2025-12-15T16:23:31.000+0000,005OH000004oiYEYAY,2025-12-15T16:23:31.000+0000,(519)885-8786,,sue@noblewealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnxr7YAA,False,,24529341,003G0000018f6pRIAQ,0010A000002wOrAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:12:55.000+0000,False,False,005OH000002N6huYAC,2025-12-15T16:12:55.000+0000,005OH000002N6huYAC,2025-12-15T16:12:56.000+0000,005OH000002N6huYAC,2025-12-15T16:12:56.000+0000,(450)928-1321X4259,(514) 235-7005,info@quantumsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnzGFYAY,False,,24527703,0030A0000029mcmQAA,0010A000002w9cLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA reset,Medium,"KB0020738  - User lost his phone and wants to set up a new MFA with his new device. 
Called back user- disconnect 

Code: E0466
Phone: 647-709-8181

***********************************************************************
Good morning, Niravkumar 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:58:53.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T15:51:01.000+0000,005OH00000BG5v4YAD,2025-12-15T16:03:53.000+0000,005OH00000BG5v4YAD,2025-12-15T16:03:53.000+0000,(647)709-8181,,chintamanifinancialinc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hnzUkYAI,False,,24526686,0030A0000029h5hQAA,0010A000002w51WQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- TPA access,Medium,"User does not see his associate linked on Workspace. Only registered for Workspace today. 
Can take 24-48 hours for the clients to all show after registration. 

Code: 14582
Email: yannick.gregoire@ig.ca 
Associates code: 39943

*******************************************************************
Good morning, Yannick 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Workspace account!
 
Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile.  I can confirm you have third party access to code: 39943.

If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:50:50.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T15:37:03.000+0000,005OH00000BG5v4YAD,2025-12-15T15:50:50.000+0000,005OH00000BG5v4YAD,2025-12-15T15:50:50.000+0000,(450)443-6496,514-246-2166,yannick.gregoire@ig.ca,(450)443-8132,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho0AcYAI,False,,24529478,0030A0000029dKwQAI,0010A000002w1tmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:14:46.000+0000,False,False,005G0000002gxxjIAA,2025-12-15T16:14:46.000+0000,005G0000002gxxjIAA,2025-12-15T16:14:47.000+0000,005G0000002gxxjIAA,2025-12-15T16:14:47.000+0000,(514)483-2070,,denis.st-hilaire@sfl.ca,(514)493-6638,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho0YrYAI,False,,24531229,0030A0000029q6tQAA,0010A000002wCQdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:37:12.000+0000,False,False,005OH0000084GETYA2,2025-12-15T16:37:12.000+0000,005OH0000084GETYA2,2025-12-15T16:37:12.000+0000,005OH0000084GETYA2,2025-12-15T16:37:12.000+0000,(416)802-3678,(416) 802-3678,agentkathy@aol.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho12xYAA,False,,24531722,0031600002NUJm7AAH,0010A000002wNinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:43:59.000+0000,False,False,005OH00000BTQdVYAX,2025-12-15T16:43:59.000+0000,005OH00000BTQdVYAX,2025-12-15T16:43:59.000+0000,005OH00000BTQdVYAX,2025-12-15T16:43:59.000+0000,(418) 204-1211,(418) 930-6403 xx call this nu,rpascal09@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho18EYAQ,False,,24526505,0030A0000029XuBQAU,0010A000002vxQ3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor having issues signing onto workspace.
**************
Hi Ravi  , thank you for contacting the workspace support today.

To recap our call, you were locked out of your workspace account, we were able to unlock the account and reset your password for you to sign in.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:38:20.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T15:34:27.000+0000,005OH00000BFQFCYA5,2025-12-15T15:56:41.000+0000,005OH00000BFQFCYA5,2025-12-15T15:56:41.000+0000,(416)283-1160,,regentfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho18FYAQ,False,,24527153,0030A0000029i0LQAQ,0010A000002w5muQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1285 - Sign in Issue,Medium,"•	Reason for call: Above issue
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: n/a
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification

==============================
Bonjour Jeremy, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:54:24.000+0000,False,False,005OH00000BFQFGYA5,2025-12-15T15:43:54.000+0000,005OH00000BFQFGYA5,2025-12-15T16:08:41.000+0000,005OH00000BFQFGYA5,2025-12-15T16:08:41.000+0000,(450)654-1889,450-365-0910,jeremy.bedard@ig.ca,(450)654-8821,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho2PHYAY,False,,24526050,0031600002OjkOgAAJ,0010A000002wNmMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"***DDS 2025-12-15***
User was encountering error ERR-W1283 when trying to login to ADSL Workspace.
DDS unlocked user account and reset user's password after authentication.
DDS did a LogMeIn with user to complete the password reset and save to browser.
 
================================================================================
****Email Chain**
Bonjour Sylvie,

Merci pour votre appel concernant votre accès à l’Espace Affaires. Nous sommes très heureux que nous avons pu vous aider à réinitialiser votre mot de passe pour accéder à votre compte Espace Affaires.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:40:11.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T15:28:06.000+0000,005OH00000AX0rVYAT,2025-12-15T15:55:02.000+0000,005OH00000AX0rVYAT,2025-12-15T15:55:02.000+0000,(450)582-4777,(514) 424-5033,julien@daneault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho3UzYAI,False,,24525744,0030A000001XiydQAC,0010A000002wNHPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:23:30.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T15:23:30.000+0000,0050A000000WjqvQAC,2025-12-15T15:23:30.000+0000,0050A000000WjqvQAC,2025-12-15T15:23:30.000+0000,(613)312-7763,(613) 312-7763,ruthann@rhowefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho3WhYAI,False,,24531300,003G0000018f7DPIAY,0010A000002wPHLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre Access,Medium,"NAME: JEFFREY CRAIG CORNELL 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 
PHONE: +13462937283 
EMAIL: craig@dorvalprivatewealth.com 
 
ISSUE: 
User is trying to access investment center but keeps getting error message: Error message: log in failed, probless signing you in, please contact your system administration for resolution. 
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
 
 
TROUBLESHOOTING/RESOLUTION:
Called assist 
Transferred to assist line for further assistance. 
 
EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
No email sent",True,2025-12-15T16:46:37.000+0000,False,False,005OH00000BGf2TYAT,2025-12-15T16:38:14.000+0000,005OH00000BGf2TYAT,2025-12-15T16:46:37.000+0000,005OH00000BGf2TYAT,2025-12-15T16:46:37.000+0000,(905)599-4107,(647) 202-4652,craig@dorvalprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho53xYAA,False,,24533807,0030A0000029dnbQAA,0010A000002w2EsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Issues,Medium,"NAME: XING FAN
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 
PHONE: +16472283552 
EMAIL: xingfan3552@gmail.com 
 
ISSUE: 
User is having trouble accessing their workspace account
They are trying to register
 
AUTHENTICATION (If Required):
KB0020738
Authenticated user as an MGA advisor
Unable to answer last log in question so I asked for email address and physical address.
User passed authentication.
 
 
FINDINGS:
User is not on the right site.
Also found that they do not need to register since they already have a workspace account.
 
TROUBLESHOOTING/RESOLUTION:
Advised user to go to the right site
Advised user to log in with their email and password
User could not remember their log in credentials so I advised them to select the ‘forgot password’ option.
User does not have access to previous authenticator on file.
Authenticated user and disconnected previous authenticator
Walked user through setting up salesforce authenticator again.

 
EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
Hello Xing,
Thank you for contacting Workspace Support about accessing your account.
On today’s call, we were able to navigate to the correct workspace site to allow you to log in since we determined that you already have an account and do not need to create one. I walked you through the process of resetting your password which you were able to do and then log into your account. Additionally, we were able to set up your authenticator on your salesforce authenticator mobile app which you will be able to use to authenticate all your future sign ins.
Finally, as mentioned on the call, please contact client services at 1-888-252-1847 for more assistance with client specific information.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-15T17:44:15.000+0000,False,False,005OH00000BGf2TYAT,2025-12-15T17:10:15.000+0000,005OH00000BGf2TYAT,2025-12-15T17:44:16.000+0000,005OH00000BGf2TYAT,2025-12-15T17:44:16.000+0000,(905)479-5806,(647) 228-3552,nottingham284@gmail.com,(905)479-8500,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho55RYAQ,False,,24531475,0035o000006nDiSAAU,0015o000007OBEEAA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Xiao Juan,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
JEWBJ3JUBP

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Xiao Juan,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: XIAO JUAN WANG
Code: 20407

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to angelwang@hillhousewealth.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T16:40:31.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T16:40:31.000+0000,005OH0000071DK9YAM,2025-12-15T16:40:32.000+0000,005OH0000071DK9YAM,2025-12-15T16:40:32.000+0000,(780)428-8585,(780) 451-8575,angelwang@hillhousewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho5AEYAY,False,,24526399,0031600002BAa37AAD,0010A000002wN59QAE,,,,,,,012OH000000ijW5YAI,Open,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Jordan,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
ETSLWZHRMA

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Jordan,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Jordan Cleghorn
Code: 33649

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to jordan@cleghornwealth.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",False,,False,False,005OH0000071DK9YAM,2025-12-15T15:33:03.000+0000,005OH0000071DK9YAM,2025-12-15T15:33:03.000+0000,005OH0000071DK9YAM,2025-12-15T15:33:03.000+0000,(639)480-7470,(306) 237-7613,jordan@cleghornwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho5GnYAI,False,,24529623,0030A0000029ohlQAA,0010A000002wBJZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:16:38.000+0000,False,False,005OH0000084GETYA2,2025-12-15T16:16:38.000+0000,005OH0000084GETYA2,2025-12-15T16:16:38.000+0000,005OH0000084GETYA2,2025-12-15T16:16:38.000+0000,(416)639-8825,4167253792,willie.chey@gmail.com,(905)305-6108,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho5IHYAY,False,,24526052,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:28:08.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T15:28:08.000+0000,0050A000000WjqvQAC,2025-12-15T15:28:09.000+0000,0050A000000WjqvQAC,2025-12-15T15:28:09.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho5lOYAQ,False,,24528947,003OH00000Z6lJUYAZ,001OH00000is12hYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor is having issues with registration.
******************
Hi Chadi, thank you for contacting the workspace support today.

To recap our call, you were able to complete your User ID. In 48 hours, you will be able to complete your registration. 

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T16:11:27.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T16:07:35.000+0000,005OH00000BFQFCYA5,2025-12-15T16:18:43.000+0000,005OH00000BFQFCYA5,2025-12-15T16:18:43.000+0000,(343)575-5647,,cdagher@capcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho5rlYAA,False,,24526149,0030A0000029pETQAY,0010A000002wBjVQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application error,Medium,"*****DDS***** 12/15/2025
Caller : Mark Levitt
Advisor code: 93131

Inquiry: User was getting error message on an application they were getting on yesterday. But was resolved after trying today. 



*******EMAIL CHAIN*******

Hello Mark, 

     It was a pleasure assisting you today. Seems everything is working fine with the application now. For the updates coming to workspace, please review highlighted link below, titled “Updates – MGA & National Accounts”. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T15:40:20.000+0000,False,False,005OH00000BFQFHYA5,2025-12-15T15:29:27.000+0000,005OH00000BFQFHYA5,2025-12-15T15:40:35.000+0000,005OH00000BFQFHYA5,2025-12-15T15:40:35.000+0000,(905)516-3879,,mark.levitt@bell.net,(905)516-3879,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho6O1YAI,False,,24526272,0030A0000029mtIQAQ,0010A000002w9pFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Resetting User ID Password,Medium,"NAME: ROWENA ABAD 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: E4946
PHONE: +14169938242 
EMAIL: robad99@hotmail.com
 
ISSUE: 
User is trying to reset their RepNet password 
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
 User was putting in a password that has a scpecial character
 
TROUBLESHOOTING/RESOLUTION:
 advised user to try with no special characters. Just letters and numbers.
No further actions were needed since user was able to navigate themselves and didn’t need any more help
 
EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
No email sent",True,2025-12-15T15:35:24.000+0000,False,False,005OH00000BGf2TYAT,2025-12-15T15:31:10.000+0000,005OH00000BGf2TYAT,2025-12-15T16:03:44.000+0000,005OH00000BGf2TYAT,2025-12-15T16:03:44.000+0000,(416)993-8242,905-512-9206,robad99@hotmail.com,(905)944-0244,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho6ntYAA,False,,24528454,003G0000018f7V8IAI,0010A000002wPc4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issue - INC1937967,Medium,"*** DDS 19DEC2025 ***
DAS advising account un-linked, asked user to try to link again and confirm

*** DDS 19DEC2025 ***
ticket sent back to lab (same INC), user cannot unlink account, getting ERR-W1990 if they select 'view MGA clients' from ADSL account, doesn't have the option to 'view Direct' clients under MGA account, neither account is locked/password issues

****DDS****December 16, 2025
DAS:
@DDS
This was likely due to MGA user not active during AC-AW account linking. 
Now that the AW MGA user record is active, user should re-attempt to link Advice Canada to their MGA AW user record.

With that being said, - if the issue persist, kindly provide a screenshot of what information user is entering to link their MGA Workspace with Advice Canada
=======================================================================================
***DDS 2025-12-15***
DDS called back to inquire for screenshot to escalate to L2 as per Assist Desk.
DDS escalated issue to L2.

***DDS 2025-12-15***
User was having issues logging in to Direct Workspace through the Advice Canada portal and MGA Workspace seemed not registered.
DDS cleared user's cache and cookies to access Advice Canada site and Direct Workspace through SSO link.
DDS noticed that user had 3 SF accounts (one of them was an inactive MGA MA account).
DDS assisted user with MGA Workspace registration.
DDS assisted user with linking MGA Workspace to Advice Canada site.
User is able to login to MGA Workspace through normal login link.
User tried using Advice Canada link for MGA access but still got ERR-W1913.
DDS noticed that user now has 2 SF accounts as the inactive MGA MA account seems to have merged with the active Advisor MGA account.
DDS will call user back at 613-355-5740 with more information on how to unlink MGA Workspace account to Advice Canada.

================================================================================

User's Name: Mavis Sholdice
Email: mavis@palladiuminsurance.ca
Phone: 613-355-5740
Code (MGA): H4277
 
================================================================================
****Email Chain****

Hello Mavis,

Thank you for this confirmation.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Mavis Wenmann <mavis@palladiuminsurance.ca> 
Sent: January 6, 2026 4:47 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24528454**** - RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

Yes I can access both now thanks. I did report back however that I cannot toggle between both profiles from the upper right-hand profile drop down whereas I could in past. I have to step out of WORKSPACE to switch profiles. Mavis Wenmann, ACS,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Yes I can access both now thanks.   I did report back however that I cannot toggle between both profiles from the upper right-hand profile drop down whereas I could in past.  I have to step out of WORKSPACE to switch profiles.
	Mavis Wenmann, ACS, AIAA
Vice President Operations, Financial Services 
Assurances Palladium Insurance
Life • Home • Auto • Disability • Group • Business
T: 613 824.8335 ext.236  F: 613 824.7344  TF: 1-800 566.6314
palladiuminsurance.ca
Like our service? Please refer us to your family, friends and colleagues.
 	   	Like & Follow for a chance to win!

 	Notice: Coverage cannot be bound, altered or canceled by leaving an e-mail message; confirmation from one of our licensed brokers is required in order to effect changes. Member, Palladium Insurance Group.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you
Note: L'addition, changement ou l'enlèvement des protections d'assurance ne peuvent être faits par courriel sans la confirmation de l'un de nos courtiers licenciés. Membre, Groupe d’assurances Palladium.
Le contenu de cette communication, y compris tout pièce jointe, est confidentiel et pourrait être de nature privilégiée. Si vous n'êtes pas le destinataire visé, ou si vous ne recevez pas cette communication au nom du destinataire visé, veuillez en aviser l'expéditeur immédiatement et supprimer ou détruire cette communication sans la lire et sans faire suivre, conserver ou copier la communication ou toute partie de son contenu. Merci


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Tuesday, January 6, 2026 4:28 PM
To: Mavis Wenmann <mavis@palladiuminsurance.ca>
Subject: ****Case 24528454**** - RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

Hello Mavis,

Thank you for your patience while our digital partners investigate the issue with not being able to access your MGA account through Advice Canada.

The issue should now be resolved. Try accessing your account from Advice Canada again. If the issue still exists let us know.

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Mavis Wenmann <mavis@palladiuminsurance.ca> 
Sent: December 29, 2025 3:52 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

Thank you, much appreciated. Mavis Wenmann, ACS, AIAA Vice President Operations, Financial Services Assurances Palladium Insurance Life • Home • Auto • Disability • Group • Business T: 613 824. 8335 ext. 236 F: 613 824. 7344 TF: 1-800 566. 6314

Thank you, much appreciated.

	Mavis Wenmann, ACS, AIAA
Vice President Operations, Financial Services 
Assurances Palladium Insurance
Life • Home • Auto • Disability • Group • Business
T: 613 824.8335 ext.236  F: 613 824.7344  TF: 1-800 566.6314
palladiuminsurance.ca
Like our service? Please refer us to your family, friends and colleagues.
 	   	Like & Follow for a chance to win!

 	Notice: Coverage cannot be bound, altered or canceled by leaving an e-mail message; confirmation from one of our licensed brokers is required in order to effect changes. Member, Palladium Insurance Group.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you
Note: L'addition, changement ou l'enlèvement des protections d'assurance ne peuvent être faits par courriel sans la confirmation de l'un de nos courtiers licenciés. Membre, Groupe d’assurances Palladium.
Le contenu de cette communication, y compris tout pièce jointe, est confidentiel et pourrait être de nature privilégiée. Si vous n'êtes pas le destinataire visé, ou si vous ne recevez pas cette communication au nom du destinataire visé, veuillez en aviser l'expéditeur immédiatement et supprimer ou détruire cette communication sans la lire et sans faire suivre, conserver ou copier la communication ou toute partie de son contenu. Merci


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Monday, December 29, 2025 2:28 PM
To: Mavis Wenmann <mavis@palladiuminsurance.ca>
Subject: RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

Good afternoon Mavis, 

Thank you for following up with us and for providing this update. 
It is much appreciated. 
We have raised this back to the Digital Lab team for deeper investigation as to why the toggle ability appears to not be shown to you in Workspace.  
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Mavis Wenmann <mavis@palladiuminsurance.ca> 
Sent: December 29, 2025 1:24 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

Thank you, I have re-linked both Canada Life accounts successfully to my ADVICE CANADA dashboard however, I have no ability to simply toggle from one account to the other in my profile whereas I did before. Mavis Wenmann, ACS, AIAA Vice President

Thank you, I have re-linked both Canada Life accounts successfully to my ADVICE CANADA dashboard however, I have no ability to simply toggle from one account to the other in my profile whereas I did before.
 

	Mavis Wenmann, ACS, AIAA
Vice President Operations, Financial Services 
Assurances Palladium Insurance
Life • Home • Auto • Disability • Group • Business
T: 613 824.8335 ext.236  F: 613 824.7344  TF: 1-800 566.6314
palladiuminsurance.ca
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 	Notice: Coverage cannot be bound, altered or canceled by leaving an e-mail message; confirmation from one of our licensed brokers is required in order to effect changes. Member, Palladium Insurance Group.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you
Note: L'addition, changement ou l'enlèvement des protections d'assurance ne peuvent être faits par courriel sans la confirmation de l'un de nos courtiers licenciés. Membre, Groupe d’assurances Palladium.
Le contenu de cette communication, y compris tout pièce jointe, est confidentiel et pourrait être de nature privilégiée. Si vous n'êtes pas le destinataire visé, ou si vous ne recevez pas cette communication au nom du destinataire visé, veuillez en aviser l'expéditeur immédiatement et supprimer ou détruire cette communication sans la lire et sans faire suivre, conserver ou copier la communication ou toute partie de son contenu. Merci


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Tuesday, December 23, 2025 2:46 PM
To: Mavis Wenmann <mavis@palladiuminsurance.ca>
Subject: RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

Good afternoon Mavis, 

Thank you for your patience as we investigate this matter. It is greatly appreciated. 
We have received an update from the Digital Lab team regarding this matter. 
They have made a few additional required changes in their admin systems, and your MGA Workspace profile should now be unlinked from your Financial Horizons portal. 

At your earliest convenience, please try to link your new Workspace profile and please let us know the results when you are able to. 

We look forward to your reply. 

Thank you and have a great day!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 22, 2025 8:28 AM
To: Sholdice, Mavis <mavis@palladiuminsurance.ca>
Subject: RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

Good morning Mavis,

Thank you for the update and for providing the screenshots below. I have escalated the issue back to our Digital Hub team noting that your MGA Workspace account is still linked within the FHG platform. I will follow up with you as soon as we hear back from the team with an update.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Mavis Wenmann <mavis@palladiuminsurance.ca> 
Sent: December 19, 2025 4:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454
Importance: High

Not fixed, I logged completely out of FHG portal and back in, WORKSPACE (Canada Life-MGA) is still showing as linked. And when I try to open still get error message, ERR-W1913. Also tried link on FHG dashboard,”Canada Life Workspace (MGA) and

Not fixed, I logged completely out of FHG portal and back in, WORKSPACE (Canada Life-MGA) is still showing as linked. And when I try to open still get error message, ERR-W1913.  Also tried link on FHG dashboard,”Canada Life Workspace (MGA)  and still same error message. 
 

 


 

	Mavis Wenmann, ACS, AIAA
Vice President Operations, Financial Services 
Assurances Palladium Insurance
Life • Home • Auto • Disability • Group • Business
T: 613 824.8335 ext.236  F: 613 824.7344  TF: 1-800 566.6314
palladiuminsurance.ca
Like our service? Please refer us to your family, friends and colleagues.
 	   	Like & Follow for a chance to win!

 	Notice: Coverage cannot be bound, altered or canceled by leaving an e-mail message; confirmation from one of our licensed brokers is required in order to effect changes. Member, Palladium Insurance Group.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you
Note: L'addition, changement ou l'enlèvement des protections d'assurance ne peuvent être faits par courriel sans la confirmation de l'un de nos courtiers licenciés. Membre, Groupe d’assurances Palladium.
Le contenu de cette communication, y compris tout pièce jointe, est confidentiel et pourrait être de nature privilégiée. Si vous n'êtes pas le destinataire visé, ou si vous ne recevez pas cette communication au nom du destinataire visé, veuillez en aviser l'expéditeur immédiatement et supprimer ou détruire cette communication sans la lire et sans faire suivre, conserver ou copier la communication ou toute partie de son contenu. Merci


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Friday, December 19, 2025 3:40 PM
To: Mavis Wenmann <mavis@palladiuminsurance.ca>
Subject: RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

Hi Mavis,

I just tried giving you a call and got your VM. They unlinked your MGA Workspace account from the FH/Advice Canada platform so you should be able to add it again. If you are still seeing it linked within the FH platform, can you please send me a screenshot so I can escalate again?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Mavis Wenmann <mavis@palladiuminsurance.ca> 
Sent: December 19, 2025 3:30 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

As mentioned its already linked, just broken Mavis Wenmann, ACS, AIAA Vice President Operations, Financial Services Assurances Palladium Insurance Life • Home • Auto • Disability • Group • Business T: 613 824. 8335 ext. 236 F: 613 824. 7344 TF: 

As mentioned its already linked, just broken

	Mavis Wenmann, ACS, AIAA
Vice President Operations, Financial Services 
Assurances Palladium Insurance
Life • Home • Auto • Disability • Group • Business
T: 613 824.8335 ext.236  F: 613 824.7344  TF: 1-800 566.6314
palladiuminsurance.ca
Like our service? Please refer us to your family, friends and colleagues.
 	   	Like & Follow for a chance to win!

 	Notice: Coverage cannot be bound, altered or canceled by leaving an e-mail message; confirmation from one of our licensed brokers is required in order to effect changes. Member, Palladium Insurance Group.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you
Note: L'addition, changement ou l'enlèvement des protections d'assurance ne peuvent être faits par courriel sans la confirmation de l'un de nos courtiers licenciés. Membre, Groupe d’assurances Palladium.
Le contenu de cette communication, y compris tout pièce jointe, est confidentiel et pourrait être de nature privilégiée. Si vous n'êtes pas le destinataire visé, ou si vous ne recevez pas cette communication au nom du destinataire visé, veuillez en aviser l'expéditeur immédiatement et supprimer ou détruire cette communication sans la lire et sans faire suivre, conserver ou copier la communication ou toute partie de son contenu. Merci


From: Mavis Wenmann 
Sent: Friday, December 19, 2025 3:27 PM
To: 'Workspace Support' <WorkspaceSupport@canadalife.com>
Subject: RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

Where would I even find this,  rep today was online and could not find link either.

	Mavis Wenmann, ACS, AIAA
Vice President Operations, Financial Services 
Assurances Palladium Insurance
Life • Home • Auto • Disability • Group • Business
T: 613 824.8335 ext.236  F: 613 824.7344  TF: 1-800 566.6314
palladiuminsurance.ca
Like our service? Please refer us to your family, friends and colleagues.



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Friday, December 19, 2025 3:22 PM
To: Mavis Wenmann <mavis@palladiuminsurance.ca>
Subject: RE: INC1937967 - RE: Workspace Login and Registration Assistance - Case 24528454

Hi Mavis,

I have heard back from our Digital Hub team, they are reporting that your MGA account was unlinked from the Advice Canada platform. Can you please try re-linking and let me know if you are successful?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards,",True,2026-01-06T21:28:31.000+0000,False,False,005OH000001yNnaYAE,2025-12-15T16:00:42.000+0000,005OH00000AX0rVYAT,2026-01-07T16:37:46.000+0000,005OH000002iN7pYAE,2026-01-07T16:37:46.000+0000,(613) 824-8335 x 236,,mavis@palladiuminsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho73zYAA,False,,24529413,003G0000018f74DIAQ,0010A000002wP7XQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Adam,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
JNYZSD2SVT

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Adam,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Adam McKay
Code: 24088

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to adam@mckayandassociatesfinancial.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T16:13:55.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T16:13:55.000+0000,005OH0000071DK9YAM,2025-12-15T16:13:56.000+0000,005OH0000071DK9YAM,2025-12-15T16:13:56.000+0000,(416)491-1771X104,(416) 230-3633,adam@mckayandassociatesfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho7K6YAI,False,,24526898,003G0000018f7L1IAI,0010A000002wPQiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T15:40:03.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T15:40:03.000+0000,0050A000000WjqvQAC,2025-12-15T15:40:04.000+0000,0050A000000WjqvQAC,2025-12-15T15:40:04.000+0000,(613)695-8611X1300,(613) 294-4192,brian.moore@miig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho7aEYAQ,False,,24527050,0030A0000029XC8QAM,0010A000002vwq9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0022821 - Disconnected the current MFA set up as requested by the advisor, done successfully. Confirmed that <FA was set up accordingly.
==============

Hi Simon,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-15T15:50:50.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T15:42:21.000+0000,005OH00000BFPZHYA5,2025-12-15T16:10:05.000+0000,005OH00000BFPZHYA5,2025-12-15T16:10:05.000+0000,(416)566-4620,,rusineksim@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho7aKYAQ,False,,24532427,0030A0000029bHFQAY,0010A000002w0HSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:52:39.000+0000,False,False,005OH000004oiYEYAY,2025-12-15T16:52:39.000+0000,005OH000004oiYEYAY,2025-12-15T16:52:39.000+0000,005OH000004oiYEYAY,2025-12-15T16:52:39.000+0000,(226)271-3048,,chris@ltfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho7brYAA,False,,24528868,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:06:29.000+0000,False,False,005OH000005URvxYAG,2025-12-15T16:06:29.000+0000,005OH000005URvxYAG,2025-12-15T16:06:29.000+0000,005OH000005URvxYAG,2025-12-15T16:06:29.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho850YAA,False,,24539259,0030A0000029Y5PQAU,0010A000002vxaxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"****DDS****12/15/25 

User was unable to sign into WS - authenticated user as per KB0021888 
Did a PW reset and unlocked ISAM account as per KB0020858 
User completed registration process and was able to sign in successfully
 
============================================================================================= 
 
****Email Chain****

Good day Steve,

Thank you for contacting Workspace Support regarding the registration steps for access to Workspace.
 
Currently, you do not have an active Workspace account. I have provided the instructions to register for your Workspace account below. If you require additional support with registering, let me know and I will reach out at a date and time that is convenient to you.
 
To register for your Workspace, you will need your User ID and password. If you know your User ID and password, proceed to Step 1 in the instruction. If you do not remember your User ID, reach out to Distribution Methodology at distribution_methodology@canadalife.com for assistance with retrieving it. 
 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do. When resetting your password, enter your User ID with @clext at the end. If you need assistance with resetting your password, let us know.
 
 
 
 
 
To register for Workspace, please follow the steps outlined below:
 
Step 1: Click on the link https://lifeco.my.site.com/workspace/s/login/SelfRegister
Step 2: Enter your User ID (formerly RepNet) and Password.
Step 3: Enter your Comp code.
Step 4: Enter your First and last name, along with an email address and password.
Step 5: Click on Next to navigate to the next page .
•	Read and accept the Terms of use.
Step 6: A verification email will be sent to your email address that was entered in the previous step.
Step 7: Verify the email by clicking Verify Now.
•	Your account will be activated once the email is verified.
 
To log into Workspace, click on this link https://lifeco.my.site.com/workspace/s/login/?language=en_US
 


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:32:52.000+0000,False,False,005OH0000097FtCYAU,2025-12-15T18:24:00.000+0000,005OH0000097FtCYAU,2025-12-15T19:00:20.000+0000,005OH0000097FtCYAU,2025-12-15T19:00:20.000+0000,(613)742-6811,,steve.mcilroy@edwardjones.com,(877)730-4732,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho8eLYAQ,False,,24526792,003G0000018f7AzIAI,0010A000002wPEyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustration login issue,Medium,"JEREMY A WARNICK
W6430
advisor needed assistance with password reset for product illustrator. after authentication, provided them temporary password ffor RepNet and they were able to create new password for PI.

Hello Jeremy,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.

In our today’s call, you needed assistance with password reset for product illustration. After authentication, we created new password for product illustrator, and this allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T16:06:08.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T15:38:45.000+0000,005OH00000BFiyTYAT,2025-12-15T16:06:08.000+0000,005OH00000BFiyTYAT,2025-12-15T16:06:08.000+0000,(204)228-4544,(204) 228-4544,jeremy@warnickwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho9DsYAI,False,,24529476,0030A0000029gyfQAA,0010A000002w4v3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:14:44.000+0000,False,False,005OH0000084GETYA2,2025-12-15T16:14:44.000+0000,005OH0000084GETYA2,2025-12-15T16:14:45.000+0000,005OH0000084GETYA2,2025-12-15T16:14:45.000+0000,(519)416-1600,,rachel@dfsfinancial.ca,(519)416-1660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000ho9fFYAQ,False,,24527028,0030A0000029mtIQAQ,0010A000002w9pFQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: ROWENA ABAD 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: E4946
PHONE: +14169938242 
EMAIL: robad99@hotmail.com 
 
ISSUE: 
User is having trouble logging into their workspace account 
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User has no workspace account so they would need to register.
User is mixing up their User ID with workspace.
 
TROUBLESHOOTING/RESOLUTION:
Connected to user through logmein session
Walked user through the regsitration process on workspace.
User was able to successfully complete registration and log into their account.
 
EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
Hello Rowena,
Thank you for contacting Workspace Support about registering for a Workspace account.
On the call today, we determined that you do not yet have a workspace account, so I connected with through a LogMeIn session and walked you through the registration process. On the call, we were able to complete the registration process. Please note that in the future, you will need to authenticate your log in with your google authenticator mobile app.
Please let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-15T16:02:54.000+0000,False,False,005OH00000BGf2TYAT,2025-12-15T15:42:00.000+0000,005OH00000BGf2TYAT,2025-12-15T16:02:54.000+0000,005OH00000BGf2TYAT,2025-12-15T16:02:54.000+0000,(416)993-8242,905-512-9206,robad99@hotmail.com,(905)944-0244,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoAD7YAM,False,,24527145,0030A0000029d3VQAQ,0010A000002w1dOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User ID Locked + Registration,Medium,"***DDS*** 12/15/25
Name:   rita Mutiger
Phone: 416-697-8787
Agent code: 23463
Reference: KB0020858 & KB0017316

Hello Rita,

Thank you for contacting Workspace Support today regarding User ID reset.

We reset the User ID as it was locked.
We have to register as you have not registered for MGA Workspace yet.
We started the registration.
We reset the password agin to include #
We are now able to complete registration
Setup google authenticator but Advisor does not have access to download any apps on her phone, she needs a password from her husband to unlock the phone to allow downloading of apps.
Rita asked for a callback in 15 mionutes.
We are now able to install the authenticator
Rita is able to log in, sucessfully.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-12-15T15:48:38.000+0000,False,False,005OH00000BGeeHYAT,2025-12-15T15:43:46.000+0000,005OH00000BGeeHYAT,2025-12-15T17:05:04.000+0000,005OH00000BGeeHYAT,2025-12-15T17:05:04.000+0000,(905)513-6990,,rita@mutiger.ca,(905)513-6474,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoBUCYA2,False,,24530057,0030A0000029VGRQA2,0010A000002vvDoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:22:11.000+0000,False,False,005OH000005URvxYAG,2025-12-15T16:22:11.000+0000,005OH000005URvxYAG,2025-12-15T16:22:12.000+0000,005OH000005URvxYAG,2025-12-15T16:22:12.000+0000,(780)467-4671,(780) 920-7970,insurance@cifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoBUEYA2,False,,24531909,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:46:15.000+0000,False,False,005OH000003ds0PYAQ,2025-12-15T16:46:15.000+0000,005OH000003ds0PYAQ,2025-12-15T16:46:16.000+0000,005OH000003ds0PYAQ,2025-12-15T16:46:16.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoCDKYA2,False,,24528223,003G0000018f6phIAA,0010A000002wOrQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Stephen,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
N5Y8NY9DGM

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Stephen,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: stephen Beyea
Code: 24404

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to steve@rpsfinancial.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T15:57:30.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T15:57:30.000+0000,005OH0000071DK9YAM,2025-12-15T15:57:31.000+0000,005OH0000071DK9YAM,2025-12-15T15:57:31.000+0000,(506)386-3024,(506) 871-3232,steve@rpsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoCN5YAM,False,,24529759,0030A0000029bmyQAA,0010A000002w0e4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:18:18.000+0000,False,False,005OH0000084GETYA2,2025-12-15T16:18:18.000+0000,005OH0000084GETYA2,2025-12-15T16:18:18.000+0000,005OH0000084GETYA2,2025-12-15T16:18:18.000+0000,(416)230-0094,(416) 230-0094,performa@rogers.com,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoCbXYAU,False,,24527914,0035o000007ah1DAAQ,0015o000008HBQHAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Dec 15th, 2025 ***
User needs help finishing registration. Does not remember password. Authenticated with rotation 2. Helped set temp userID password, helped reset password and finsih registration. Sign in successful.
================
Good morning Geoff,

If was a pleasure speaking with you today and helping you register to Workspace.

During our call, I set up a temporary password for your userID, then helped you reset it and finish registration to your Workspace account. In the end you signed in successfully.

I’m glad I was able to assist you today rgeistering to Workspace. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-15T16:11:42.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-15T15:53:32.000+0000,005OH00000AbJ7aYAF,2025-12-15T16:11:43.000+0000,005OH00000AbJ7aYAF,2025-12-15T16:11:43.000+0000,(613)858-1117,(613) 858-1117,geoff@carletonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoD6DYAU,False,,24530721,0030A0000029gJeQAI,0010A000002w4NbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:30:51.000+0000,False,False,0055o000001NWfMAAW,2025-12-15T16:30:51.000+0000,0055o000001NWfMAAW,2025-12-15T16:30:52.000+0000,0055o000001NWfMAAW,2025-12-15T16:30:52.000+0000,(416)450-9000,,ssawh@cwpinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoF1XYAU,False,,24528594,0030A0000029mLxQAI,0010A000002w9LgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:02:36.000+0000,False,False,0055o000001h4cFAAQ,2025-12-15T16:02:36.000+0000,0055o000001h4cFAAQ,2025-12-15T16:02:37.000+0000,0055o000001h4cFAAQ,2025-12-15T16:02:37.000+0000,(204)477-6174,(204) 770-9191,kevin@crescentfinancial.ca,(204)953-3442,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoF1cYAE,False,,24532019,003OH000001CR77YAG,001G000000urNDzIAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Rachel,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
4AKNZG6BJB

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Rachel,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: R Scott Baker
Code: 37968

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to rachel@bodenandassociates.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T16:47:47.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T16:47:47.000+0000,005OH0000071DK9YAM,2025-12-15T16:47:48.000+0000,005OH0000071DK9YAM,2025-12-15T16:47:48.000+0000,(705) 749-6776,,rachel@bodenandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoGyZYAU,False,,24532538,0030A0000029phtQAA,0010A000002wC5pQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fassat Web,Medium,"Support staff is looking for client commission statement.
***********
Hi Mallorie , thank you for contacting the workspace support today.

To recap our call, I advised where you can locate weekly statements within Fastat Web.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T17:03:47.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T16:53:58.000+0000,005OH00000BFQFCYA5,2025-12-15T17:15:33.000+0000,005OH00000BFQFCYA5,2025-12-15T17:15:33.000+0000,(519)638-3328,,jason@jackfinancial.ca,(888)484-2142,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoHHrYAM,False,,24530164,0030A0000029b6jQAA,0010A000002w08nQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue ERR-W1283,Medium,"FILOMENA F MAY
A9305
Advisor was getting above error code. After authentication, account unlocked and they were able to login successfully.

Hello Filomena,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.

To recap, you were getting error code ERR-W1283. After authentication, I unlocked your account. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T16:33:14.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T16:23:32.000+0000,005OH00000BFiyTYAT,2025-12-15T16:33:14.000+0000,005OH00000BFiyTYAT,2025-12-15T16:33:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoHY2YAM,False,,24530305,0030A000008wOiWQAU,0010A000009rXUTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:25:15.000+0000,False,False,005OH000005URvxYAG,2025-12-15T16:25:15.000+0000,005OH000005URvxYAG,2025-12-15T16:25:15.000+0000,005OH000005URvxYAG,2025-12-15T16:25:15.000+0000,(587)877-6114,,cjensen@nextlevelinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoHePYAU,False,,24528719,003G0000018f6xEIAQ,0010A000002wOzsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Gu,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
SXDWY9BAKG

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Gu,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Gu Xu
Code: LL28374

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to xugu@springxuwealth.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T16:04:24.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T16:04:24.000+0000,005OH0000071DK9YAM,2025-12-15T16:04:24.000+0000,005OH0000071DK9YAM,2025-12-15T16:04:24.000+0000,(604)732-1508,6047879528,xugu@springxuwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoJ1wYAE,False,,24531871,003G0000018f7O8IAI,0010A000002wPUZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,GRS access password reset,Medium,"*****DDS***** 12/15/2025
Caller : Graham Kehoe
Advisor code: F2131

Inquiry: User was looking to reset their GRS access password. 

ref: 


*******EMAIL CHAIN*******

Hello Graham, 

     It was a pleasure assisting you today. To reset your GRS access password, the support number to reach out to is 1-800-665-2648. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T16:57:11.000+0000,False,False,005OH00000BFQFHYA5,2025-12-15T16:45:43.000+0000,005OH00000BFQFHYA5,2025-12-15T16:57:11.000+0000,005OH00000BFQFHYA5,2025-12-15T16:57:11.000+0000,(250)753-9955,(250) 751-9080,graham@kehoefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoKdzYAE,False,,24533682,0030A0000029Zp1QAE,0010A000002vz3FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:08:35.000+0000,False,False,005OH000003ds0PYAQ,2025-12-15T17:08:35.000+0000,005OH000003ds0PYAQ,2025-12-15T17:08:35.000+0000,005OH000003ds0PYAQ,2025-12-15T17:08:35.000+0000,(613)432-1688,,kevin.cherry@edwardjones.com,(877)630-7712,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoKsVYAU,False,,24532171,003G0000018f6YpIAI,0010A000002wOVuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Product Illustrations, there was a problem with the ID and password missing @londonlife.bz account",Medium,"Authenticated user. he had a locked @Clext and didn't remember his password for the @LLext

====EMAIL====

Bonjour Patrice,

Merci de contacter l’équipe support de l’Espace Affaires.

C’était bien de parler avec vous et je suis content d’avoir pu vous aider aujourd’hui à accéder à votre site d’illustrations.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  

Nous sommes toujours heureux de vous aider! 
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
  
Merci, 

Ashley. S
Spécialiste en soutien de la distribution numérique.
Distribution Digital Support  
Opérations Canada 
T: 1-888-999-4516 
C: SoutiensEspaceAffaires@canadavie.com 
   

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T17:45:46.000+0000,False,False,0055o000001h8zDAAQ,2025-12-15T16:49:40.000+0000,0055o000001h8zDAAQ,2025-12-15T17:45:46.000+0000,0055o000001h8zDAAQ,2025-12-15T17:45:46.000+0000,(514)990-1493,(514) 891-1493,beaudoin.p@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h8zDAAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoLF0YAM,False,,24530274,0030A0000029VuIQAU,0010A000002vvlZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor needs help updating password.
***************
Hi Ya Jun , thank you for contacting the workspace support today.

To recap our call, you had some issues resetting your password. We did a remote session, and you were able to successfully reset your password.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T16:50:02.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T16:24:52.000+0000,005OH00000BFQFCYA5,2025-12-15T16:50:02.000+0000,005OH00000BFQFCYA5,2025-12-15T16:50:02.000+0000,(905)307-8999,,rddyjun@yahoo.ca,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoLQLYA2,False,,24531649,0030A0000029cxvQAA,0010A000002w1YrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"KB0020738 - User wants to set up new MFA, does not remember setting it up or on which device. 
Called back- Disconnect MFA

Code: D1525 
Email: ken@gillplanning.com 
Phone: 416-997-0780
Phone: 416-492-4455 x 2

*********************************************************************************
Good afternoon, Kenneth
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T16:54:21.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T16:42:53.000+0000,005OH00000BG5v4YAD,2025-12-15T16:54:33.000+0000,005OH00000BG5v4YAD,2025-12-15T16:54:33.000+0000,(416)492-4455X201,(416) 997-0780,ken@gillplanning.com,(416)492-5591,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoLeqYAE,False,,24531437,003G0000018f71zIAA,0010A000002wP5JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:39:59.000+0000,False,False,005G0000002gxxjIAA,2025-12-15T16:39:59.000+0000,005G0000002gxxjIAA,2025-12-15T16:39:59.000+0000,005G0000002gxxjIAA,2025-12-15T16:39:59.000+0000,(450)777-4454,(450) 531-3417,info@gvestrie.ca,(450)777-7148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoMUSYA2,False,,24530582,0035o000007SNgbAAG,0015o0000088so7AAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:29:08.000+0000,False,False,005OH000005URvxYAG,2025-12-15T16:29:08.000+0000,005OH000005URvxYAG,2025-12-15T16:29:08.000+0000,005OH000005URvxYAG,2025-12-15T16:29:08.000+0000,(780)437-3575,,rd@dentonagenciesltd.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoMnsYAE,False,,24533817,003G0000029mzj0IAA,0010A000002wTEiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Data Download Questions,Medium,"***DDS 2025-12-15***
User needed assistance downloading CRM data using the Microsoft account link.
DDS advised user to sign in using a Microsoft account to download CRM Data using Sharepoint link.
User was getting issue, ""We're having trouble signing you in"".
DDS referred user to TSP.
 
================================================================================
****Email Chain**
Hello Scott,

It was a pleasure speaking to you earlier regarding your CRM Data Download questions. We’re happy we were able to assist you with your CRM Data Download by assisting you in logging in to your Microsoft account. For further assistance with this issue, please refer to Samy Archille at 204-946-4559 or by email at Samy.Archille@conseilscanada.com.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T17:26:02.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T17:10:23.000+0000,005OH00000AX0rVYAT,2025-12-15T17:26:03.000+0000,005OH00000AX0rVYAT,2025-12-15T17:26:03.000+0000,(204)489-1587,(204) 955-9231,scott@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoNFGYA2,False,,24536996,003G0000018f6v0IAA,0010A000002wOwtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace err w1283,Medium,"*12/15*
----------------
KB0017399  
Greg TAYLOR
GREGORY TAYLOR
f2767
H4279
ERR w1283

unlocked account in SF 
user logged in 

*email*
----------------
Good afternoon Greg, 

Thank you for contacting the Workspace Support Team with your login issue. 

You were trying to log into Workspace but received ERR W1283 and were unable to login. This was due to your account being locked, we unlocked it for you and you were able to log in successfully. If you have any questions or concerns, please reply to this email

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T22:31:54.000+0000,False,False,005OH000008919xYAA,2025-12-15T17:54:20.000+0000,005OH000008919xYAA,2025-12-15T22:31:54.000+0000,005OH000008919xYAA,2025-12-15T22:31:54.000+0000,(604)685-6521,,greg.taylor@canadalife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoNLdYAM,False,,24529698,0035o000005seXRAAY,0015o000006QXHnAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Password Reset,Medium,"User is indicating they can not log in as it indicate the password is incorrect. 
KB0015372 - authenticated (rotation 2) - sent reset link 

Email: nia.ishmael@igpwm.ca 
Associate code: 61779
Code: E0752

*******************************************************************
Good afternoon, Nia

Thank you for contacting the Workspace Support Team, it was great speaking with you regarding Workspace login!
 
I'm glad I was able to assist you with resetting your password so you can successfully sign in to Workspace. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T16:24:33.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T16:17:37.000+0000,005OH00000BG5v4YAD,2025-12-15T16:24:33.000+0000,005OH00000BG5v4YAD,2025-12-15T16:24:33.000+0000,(705)719-6773,,nia.ishmael@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoNTlYAM,False,,24533824,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:10:29.000+0000,False,False,005OH000005URvxYAG,2025-12-15T17:10:29.000+0000,005OH000005URvxYAG,2025-12-15T17:10:30.000+0000,005OH000005URvxYAG,2025-12-15T17:10:30.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoNVQYA2,False,,24532536,0030A0000029a7sQAA,0010A000002vzL9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:53:57.000+0000,False,False,005OH000005URvxYAG,2025-12-15T16:53:57.000+0000,005OH000005URvxYAG,2025-12-15T16:53:57.000+0000,005OH000005URvxYAG,2025-12-15T16:53:57.000+0000,(780)709-5319,,jothiamoo@gmail.com,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoOfxYAE,False,,24535184,0030A0000029pDbQAI,0010A000002wBiiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"*****DDS***** 12/15/2025
Caller : Annie
Advisor: Jeremy Ruban
Advisor code: H9310


Inquiry: Asa called in wanting to get Advisor's user id, so they can complete registration. Referred user to DM 

ref: 


*******EMAIL CHAIN*******

Hello Jeremy, 

     It was a pleasure assisting your assistant Annie today. To get started with the registration for workspace, you will need to reach out to distribution_methodology@canadalife.com to get your registration letter or to confirm what your user id is. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T17:38:54.000+0000,False,False,005OH00000BFQFHYA5,2025-12-15T17:29:32.000+0000,005OH00000BFQFHYA5,2025-12-15T17:38:55.000+0000,005OH00000BFQFHYA5,2025-12-15T17:38:55.000+0000,(204)259-1985,,jeremy.ruban@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoQPzYAM,False,,24530812,0030A0000029jdPQAQ,0010A000002w77iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:32:03.000+0000,False,False,005OH000005URvxYAG,2025-12-15T16:32:03.000+0000,005OH000005URvxYAG,2025-12-15T16:32:03.000+0000,005OH000005URvxYAG,2025-12-15T16:32:03.000+0000,(403)302-3663,,moller.michael@shaw.ca,(403)342-1087,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoR3gYAE,False,,24535211,0030A0000029falQAA,0010A000002w3jmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:29:56.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T17:29:56.000+0000,005OH00000BfonJYAR,2025-12-15T17:29:57.000+0000,005OH00000BfonJYAR,2025-12-15T17:29:57.000+0000,(250)727-7197,(250) 896-1110,mattcuttiford@gmail.com,(250)727-6927,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoS3gYAE,False,,24533637,003G0000018f71zIAA,0010A000002wP5JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:08:07.000+0000,False,False,005G0000002gxxjIAA,2025-12-15T17:08:07.000+0000,005G0000002gxxjIAA,2025-12-15T17:08:07.000+0000,005G0000002gxxjIAA,2025-12-15T17:08:07.000+0000,(450)777-4454,(450) 531-3417,info@gvestrie.ca,(450)777-7148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoSA4YAM,False,,24531081,003OH00000M98QLYAZ,001OH00000Qus30YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0016714 - advisor unable to go through MFA.. assisted in making sure that he is under the correct association and was able to set up MFA accordingly.
======================

Hi Todd,

Thank you for contacting the workspace support about an issue with your multi factor authenticator.

We were able to confirm that you’ve set up your multi factor authenticator but unable to pass through it. We check and confirm that your association should have been under National as a Primerica advisor instead of MGA, and we were able to go through the MFA. We can confirm that you have access to workspace as of this time.

We appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-15T17:35:00.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T16:35:23.000+0000,005OH00000BFPZHYA5,2025-12-15T17:43:49.000+0000,005OH00000BFPZHYA5,2025-12-15T17:43:49.000+0000,(306)241-8668,,todd.li@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoTVwYAM,False,,24532144,0030A0000029cxvQAA,0010A000002w1YrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call back- C24531649,Medium,Call back for MFA disconnect.,True,2025-12-15T16:50:47.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T16:49:26.000+0000,005OH00000BG5v4YAD,2025-12-15T16:50:47.000+0000,005OH00000BG5v4YAD,2025-12-15T16:50:47.000+0000,(416)492-4455X201,(416) 997-0780,ken@gillplanning.com,(416)492-5591,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoTkPYAU,False,,24530861,003G0000018f6o4IAA,0010A000002wOpoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Redirect,Medium,"**WRS** Dec 15 2025

The user reached out regarding a redemption form they submitted. They were redirected to the ASR team. client 535571993",True,2025-12-15T16:46:22.000+0000,False,False,005OH000002iN7rYAE,2025-12-15T16:32:40.000+0000,005OH000002iN7rYAE,2025-12-15T16:46:22.000+0000,005OH000002iN7rYAE,2025-12-15T16:46:22.000+0000,(778)227-9894,(604) 732-1508 x4227,ruriko@taylorwayfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoVsgYAE,False,,24532113,003OH00000Ye0FYYAZ,001OH00000hxHDtYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:48:50.000+0000,False,False,005OH000005URvxYAG,2025-12-15T16:48:50.000+0000,005OH000005URvxYAG,2025-12-15T16:48:50.000+0000,005OH000005URvxYAG,2025-12-15T16:48:50.000+0000,(587)416-5775,,cori@privatelaneadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoYVfYAM,False,,24534298,0030A0000029c5cQAA,0010A000002w0uNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client having login issue with MCL,Medium,"Client having login issue with MCL

Hi Richard, 

I hope you are doing well. 

Your client Paul Jellicoe needs help to recover their My Canada Life login details. 

They mention that they can’t call 1-888 numbers. Can you send them the My Canada Life support team email address below? 

Feedback-MyCanadaLife@canadalife.com 

This team should be able to help your client with their issue. 

Please take notice this is a client only email address. So the client themselves needs to communicate with the My Canada Life support team. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Rafique, Naila <Naila.Rafique@canadalife.com> 
Sent: Wednesday, December 10, 2025 1:32 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: FW: [EXT] on line access

Hello Workspace Support Team,

Please see below inquiry – could you please assist or re-direct to proper area.


If you have any other question or request, please contact our Client Service Centre toll-free at 1-888-252-1847 or email at: CANINDSERV@canadalife.com

Thanks,

Naila Rafique
In-Force Policy Analyst | Insurance Operations, In-Force Policy
Analyste – Polices en vigueur | Exploitation Assurance, Polices en vigueur

Naila.Rafique@canadalife.com  | Phone/ Téléphone: 306-751-6728 | Toll-free/ Téléphone sans frais: 1-888-252-1847 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Paul Jellicoe <pjellicoe42@gmail.com> 
Sent: December 9, 2025 2:33 AM
To: Rafique, Naila <Naila.Rafique@canadalife.com>
Subject: Re: FW: [EXT] on line access

Thank you. Surely you can look into the matter via email and explain what the issue is? I need a non-888 number, please, as I cannot make 1-888 calls. Paul On Fri, Dec 5, 2025 at 8: 55 PM Rafique, Naila <Naila. Rafique@ canadalife. com> wrote: 
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you.
Surely you can look into the matter via email and explain what the issue is?
I need a non-888 number, please, as I cannot make 1-888 calls.
Paul


On Fri, Dec 5, 2025 at 8:55 PM Rafique, Naila <Naila.Rafique@canadalife.com> wrote:
Hello,
 
Thank you for your inquiry.
 
For assistance with login-related queries, please contact My Canada Life Support at 1-888-534-1836.
 
If you have any other question or request, please contact our Client Service Centre toll-free at 1-888-252-1847 or email at: CANINDSERV@canadalife.com
 
Thanks,
 
Naila Rafique
In-Force Policy Analyst | Insurance Operations, In-Force Policy
Analyste – Polices en vigueur | Exploitation Assurance, Polices en vigueur
 
Naila.Rafique@canadalife.com  | Phone/ Téléphone: 306-751-6728 | Toll-free/ Téléphone sans frais: 1-888-252-1847 
 

From: Paul Jellicoe <pjellicoe42@gmail.com> 
Sent: November 20, 2025 9:16 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] on line access
 
Hi, Are you able to see if I have online access to my policy? It is an estate achiever Max 20, number 25136761 When I try to log in, I am told I have the wrong credentials. I arranged it through an advisor, REM consultants in Winnipeg. I was
Hi,
Are you able to see if I have online access to my policy?
It is an estate achiever Max 20, number 25136761
When I try to log in, I am told I have the wrong credentials.
I arranged it through an advisor, REM consultants in Winnipeg.
I was hoping to be able to see my October CSV for my accountant
If I do have access, it would be through either this email or pjellicoe@doctors.org.uk
Thanks,
Paul Jellicoe",True,2025-12-15T17:17:01.000+0000,False,False,0055o000001zVCKAA2,2025-12-15T17:17:01.000+0000,0055o000001zVCKAA2,2025-12-15T17:17:52.000+0000,0055o000001zVCKAA2,2025-12-15T17:17:52.000+0000,(204)594-9405,,admin@wealthcarefs.ca,(204)415-4227,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoYliYAE,False,,24533625,0030A0000029iszQAA,0010A000002w6UlQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:07:53.000+0000,False,False,005OH000005URvxYAG,2025-12-15T17:07:53.000+0000,005OH000005URvxYAG,2025-12-15T17:07:54.000+0000,005OH000005URvxYAG,2025-12-15T17:07:54.000+0000,(780)709-0529,,jimmynaval@yahoo.ca,(780)442-0037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoZYGYA2,False,,24536236,003G0000018f7KpIAI,0010A000002wPQWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustration password reset,Medium,"DREW EDWARD MACARTNEY
Advisor needed assistance for product illustration password reset. after authentication, assistance provided.

Hello Drew,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, you needed assistance with password reset for product illustration. After authentication, I help you with password reset. Once you tried to access illustration, you got error message “illustration unavailable for this policy, email Inforce par illustrations”. Please send an email to InforceParIllustrations@canadalife.com for support. 

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:03:58.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T17:44:09.000+0000,005OH00000BFiyTYAT,2025-12-15T18:03:58.000+0000,005OH00000BFiyTYAT,2025-12-15T18:03:58.000+0000,(506)639-3706,,dmacartney@belmontwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoaFnYAI,False,,24543725,003G0000018f7FEIAY,0010A000002wPK1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User asked why addresses are not available in CRM data extraction,Medium,"User asked why addresses are not available in CRM data extraction

Good morning, Zia,
Bruce is in client meetings today; he will touch base with you at some point.

I am Bruce & Daniel’s ASA; I use Workspace to submit work to Head Office to be processed via “Submit Documents”
Documents sent this way are assigned SR REQ # & documents are stored on Workspace for future reference.
Prior to decommission of Workspace CRM, I opened “tasks” when I worked on a client request.
I added e-mails & other documents to “files” on Workspace for future reference. (Documents that were not filed under the SR REQ #)

I don’t know what the Advisor database download consists off as ASAs are not part of that process.

I started using Cloven this week, random testing of clients shows:
Client contact information is missing.
“Files” stored in Workspace don’t show on Cloven, I assume they should show under “Attachments” in Cloven 
“Tasks/Activities” in Workspace-I see them in “Activities” in Cloven. 

Cloven is new for me, once I use it daily, I can provide more feedback.

I hope this information is helpful in resolving the issues.

Have a good day.
Karima


Hello Bruce,
I’d be happy to assist and work with you to find a solution. To better understand your concerns and determine the best approach, I’d like to schedule a call with you. During our discussion, I can review your current Workspace CRM extracted data, compare it with what appears in Workspace, and then address your concerns with the project team as needed.
I am available tomorrow between 10:00 AM and 1:00 PM. Please let me know if any time within that window works for you.
Thank you,
Zia Hameed
Technology Solutions Partner
Zia.Hameed2@advicecanada.com | 416-552-3541



Hi Bruce, 

I appreciate you sharing your concerns regarding the CRM decommission process. I understand how important this is for your business and the urgency you’ve expressed.

To ensure your feedback is properly addressed, I will loop in your Technology Service Partner, Zia Hameed, so they can see if they can add any additional information to your concerns. 

I can Also create a feedback form to the escalation team for further review. Please confirm if you want me to do so. 

Please also mention if there are any specific details or examples you’d like included in the feedback submission, so we can make sure your concerns are fully represented.

Thank you for your patience as we work through this. Your input is valuable, and we want to make sure it reaches the right team.



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Bruce Unsal <Bruce@milestonewepg.ca> 
Sent: Tuesday, December 16, 2025 8:42 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Mulji, Karima <Karima.Mulji@canadalife.com>
Cc: Bilas, Daniel <daniel@milestonewepg.ca>; Wong, Kevin <Kevin.Wong@advicecanada.com>; Lobo, Yvette <Yvette.Lobo@advicecanada.com>
Subject: [EXT] Re: RUSH/ Milestone WEPG, Data Extract for Burcin Bruce Unsal & Daniel Bilas /Cloven follow up - C24543725
Importance: High

Hi Carll, Thank you for your email. We have over 950 clients. We purchased a CRM system that was approved to manage this, and we expect to have our clients' contact information. This is not acceptable. Why would I pay for a system that doesn’t
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carll,

Thank you for your email.

We have over 950 clients. We purchased a CRM system that was approved to manage this, and we expect to have our clients' contact information.

This is not acceptable. Why would I pay for a system that doesn’t have basic contact information for our clients?

I know for a fact that many have gotten the contact information from Workspace, after asking for it, which you have provided on your side. Even Cloven has confirmed this and asked me to reach out to you.

I would like this missing information on a rush basis, and for my ASA, Karima, to be able to upload without being blocked.

If this isn't sorted out, I want a full refund and compensation for wasting our time. This is not acceptable.

I await your response with a solution, as we have wasted money and time for no good reason.

Thank you for your prompt attention, and I look forward to hearing back on how you will solve this.

Thank you 
Bruce Unsal, B.B.A., CHS, CPCA, EPC,
Managing Director and Financial Security Advisor
 
Milestone Wealth and Estate planning Group Inc.


Hi Bruce, 

Thank you for contacting Workspace Support.

We’ve reviewed your concern regarding missing client addresses in the CRM data extract. Please note that addresses are not included in the CRM extract because they are considered product-related data sourced from policy databases, not CRM fields. The extract only contains CRM-specific information such as:

•	Accounts & Contacts (basic client details like name, phone, and email)
•	Leads
•	Prospects
•	Events/Meetings
•	Tasks
•	Opportunities
•	Files uploaded via Workspace’s “Upload Files” feature

If your vendor, Cloven, is using a third-party tool to pull additional data outside of the official CRM extract, please be aware of the following:

We’ve learned that some third-party vendors have created their own tools like plugins, portals, or bots that try to pull data from Workspace into their platforms. These tools are not developed, owned, or supported by Canada Life, and we haven’t partnered with or authorised any of them.

Because they’re built and maintained externally, we’re not responsible for how they work or any issues they may cause. If you're experiencing problems with one of these tools, we recommend reaching out directly to the vendor who created it.

Please let us know if you need further clarification or assistance with validating your CRM extract.

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Mulji, Karima <Karima.Mulji@canadalife.com> 
Sent: Friday, December 12, 2025 8:15 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Unsal, Bruce <bruce@milestonewepg.ca>; Bilas, Daniel <daniel@milestonewepg.ca>
Subject: RUSH/ Milestone WEPG, Data Extract for Burcin Bruce Unsal & Daniel Bilas /Cloven follow up

RUSH

Hello, can you please help us re CRM Decommission Data extract issues?
Please see below e-mails.

Thanks
Karima (ASA)

From: Bruce Unsal <Bruce@milestonewepg.ca> 
Sent: December 12, 2025 10:48 AM
To: Mulji, Karima <Karima.Mulji@canadalife.com>
Cc: Bilas, Daniel <daniel@milestonewepg.ca>
Subject: [EXT] Fw: RE: Cloven follow up
Importance: High

Is there anyone you can ask or contact to address this on our behalf? Thanks. Bruce Unsal, B. B. A. , CHS, CPCA, EPC, Managing Director and Financial Security Advisor Milestone Wealth and Estate planning Group Inc. 12-815 Major Mackenzie Dr. E
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Is there anyone you can ask or contact to address this on our behalf?

Thanks.

Bruce Unsal, B.B.A., CHS, CPCA, EPC,
Managing Director and Financial Security Advisor
 
Milestone Wealth and Estate planning Group Inc.
12-815 Major Mackenzie Dr. E
Suite 254
Richmond Hill, ON L4C 9X2 

W http://www.milestonewepg.ca
E: bruce@milestonewepg.ca
T: 647 290 0676

If you no longer want to receive these messages, please reply to this email with the word unsubscribe.
 
*Representing Canada Life Assurance Company and a range of financial companies*
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

________________________________________
From: Cloven Onboarding <onboarding@cloven.ca>
Sent: Friday, December 12, 2025 10:30:42 AM
To: Bruce Unsal <Bruce@milestonewepg.ca>
Subject: Re: RE: Cloven follow up

Hi Bruce,

I checked the raw data (see attached) and only few client has the address. I also had another client who had the same issue where Canada Life did not include the address in the extracted data.

I suggest for you to contact Canada Life so they can generate a more complete report of contact records.
Best,

Rachel Engano 
Customer Success Agent
Cloven




 
	+1 613 927 1230
 
	support@bluroot.ca

 
	Toronto, ON, Canada
		


 		
		
 		 		 	
		

Leave us your feedback

Need a faster response? Let's chat about this ticket through our new live chat feature. Simply click the button below to initiate the chat.
 

---- on Fri, 12 Dec 2025 10:13:26 -0500 ""Bruce Unsal""<bruce@milestonewepg.ca> wrote ---- 
Hi Rachel,

Thank you for your follow-up.  

From what we can see, clients are missing contact information such as addresses. 

Are you still setting up? 

Next week, l will have more time as l need some help with setup.

Thank you.

Bruce Unsal, B.B.A., CHS, CPCA, EPC,
Managing Director and Financial Security Advisor
 
Milestone Wealth and Estate planning Group Inc.
12-815 Major Mackenzie Dr. E
Suite 254
Richmond Hill, ON L4C 9X2 

W http://www.milestonewepg.ca
E: bruce@milestonewepg.ca
T: 647 290 0676

If you no longer want to receive these messages, please reply to this email with the word unsubscribe.
 
*Representing Canada Life Assurance Company and a range of financial companies*
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
________________________________________
From: Rachel Engano <rengano@bluroot.ca>
Sent: Friday, December 12, 2025 8:03:40 AM
To: Bruce Unsal <Bruce@milestonewepg.ca>
Subject: Any feedback? 
 
Hey Bruce,

Do you have any feedback on the data migration?

Just to keep things moving, we do ask for any feedback before the ""review deadline"" (yours is Dec 19, 2025).
If you think you'll need more time, let me know and we can discuss.

Rachel
Cloven Account Rep",True,2025-12-15T19:22:33.000+0000,False,False,0055o000001zVCKAA2,2025-12-15T19:22:33.000+0000,0055o000001zVCKAA2,2025-12-18T18:43:12.000+0000,0055o000001zVCKAA2,2025-12-18T18:43:12.000+0000,(647)290-0676,(647) 290-0676,bruce@milestonewepg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoc4XYAQ,False,,24532594,0030A0000029V8UQAU,0010A000002vv9IQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T16:54:36.000+0000,False,False,005OH0000084GETYA2,2025-12-15T16:54:36.000+0000,005OH0000084GETYA2,2025-12-15T16:54:36.000+0000,005OH0000084GETYA2,2025-12-15T16:54:36.000+0000,(905)764-7300,4163004003,pmandel@iifc.ca,(905)764-0051,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hocSkYAI,False,,24533550,0035o000006npyqAAA,0015o000007OtPwAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:06:49.000+0000,False,False,0055o000001h4cFAAQ,2025-12-15T17:06:49.000+0000,0055o000001h4cFAAQ,2025-12-15T17:06:50.000+0000,0055o000001h4cFAAQ,2025-12-15T17:06:50.000+0000,(204)925-7420X7405,(204)925-7420,ronald.waterman@investdfsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hodiAYAQ,False,,24533049,0030A0000029pDbQAI,0010A000002wBiiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"Support staff called requesting details on how to register for their advisors Workspace account. 
It does appear the Advisor is already registered. 
Advised for the advisor to contact us so we can assist him to get access to his Workspace. 

Code: H9310",True,2025-12-15T17:07:53.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T17:00:29.000+0000,005OH00000BG5v4YAD,2025-12-15T17:07:53.000+0000,005OH00000BG5v4YAD,2025-12-15T17:07:53.000+0000,(204)259-1985,,jeremy.ruban@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoerAYAQ,False,,24534311,0030A0000029krGQAQ,0010A000002w86QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:17:11.000+0000,False,False,0055o000001h4cFAAQ,2025-12-15T17:17:11.000+0000,0055o000001h4cFAAQ,2025-12-15T17:17:12.000+0000,0055o000001h4cFAAQ,2025-12-15T17:17:12.000+0000,(204)663-9034,,trevor@graysfinancial.com,(204)661-3853,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hogcyYAA,False,,24539202,003G0000018f6xJIAQ,0010A000002wOzxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*** DDS Dec 15th, 2025 ***
User has no account yet. No activation code or username. Sent info by email to get activation code and register for new MGA account.
============
Good afternoon Ravindra,

It was a pleasure talking with you today helping you register to Workspace.

During our call I noticed a username was not created yet for your MGA Workspace account. In that case, you can send an email to distribution_methodology@canadalife.com with your full name and advisor code so they can send you an activation code to enable you to create a username.

Once you receive the activation code, you can follow these steps:
 
Step 1: Go to Workspace login page (workspace.canadalife.com)
Step 2: Select ""Register""
Step 3: Select ""Create your User ID"" in red
Step 4: You will end up on this page below. You can leave the fields empty and click ""Register""

 

Step 5: On the page below, you will verify your information:
•        Confirm your first and last name.
•        Confirm your advisor code for this new account.
•        Confirm your activation code (found on email from Distribution Methodology)

 

After that, you will create a username (ex: YourName123), a password and choose a security question. When that is done, you will have to wait 48 hours before signing in your Workspace account.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-15T18:40:22.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-15T18:23:19.000+0000,005OH00000AbJ7aYAF,2025-12-15T18:40:23.000+0000,005OH00000AbJ7aYAF,2025-12-15T18:40:23.000+0000,(516)966-4400,(519) 980-7934,rsyal@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoh4HYAQ,False,,24535293,003OH000005SHZWYA4,001OH000006sFhuYAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Trading Report,Medium,"**WRS Email Thread** Dec 15 2025

Salut Tom,

Merci pour nous donner cette information. 

Pour ce type d’information, je vous recommande de créer un rapport de transaction. Ce rapport peut montrer les transactions des clients pendant une période spécifique. Veuillez noter que deux rapports doivent être créés pour des fonds communs et des fonds distincts. 

Veuillez voir ci-bas les instructions pour créer les deux rapports. Une prise d’écran est attachée pour vous guider.

Sommaire de Transaction
1.	Sur le centre d’investissement, allez à la fenêtre de rapports.
2.	Sous les options d’administration, choisissez « Négociations ».
3.	Veuillez choisir « Sommaire de transaction » pour le type de Rapport.
4.	Sous les critères de sélection, veuillez choisir seulement fonds distincts et rentes ou Tous les investissements (à l’exception fonds distincts et rentes) comme le type catégorie d’investissement.  
5.	Sous les critères de sélection, veuillez choisir l’option de Toutes les transactions ou Client, dans lequel vous pouvez chercher le client que vous voulez voir.
6.	Sous la plage de dates de traitement, veuillez sélectionner les dates que vous voudrez voir (par exemple, de 01-01-2025 à 28-10-2025). 
7.	Après que toutes les instructions sont complétées, veuillez créer le rapport.   

 

Ce rapport montre toutes les transactions d’un client, mais elles sont sectionnées par type de transactions. Alors, vous pourrez chercher des mots clés avec « Ctrl+F » pour chercher le type de transaction que vous voulez voir.

 

J’espère que ces instructions vous aident. Si vous aviez des questions additionnelles sur des rapports du centre d’investissement, de taux de rendement, ou sur l’aperçu Portefeuille, n’hésitez pas à nous contacter.

S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Tom Le Bon <tom.lebon@pcplanification.com> 
Sent: December 10, 2025 2:49 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Cruz Amaro, Daniela <Daniela.CruzAmaro@canadavie.com>
Subject: [EXT] RE: Montant des investissements par PAC - Cas 24437119

Bonjour, Je viens de prendre connaissance de votre courriel ci-dessous. Ce rapport ne nous permet de visualiser que les PAC établis après la date inscrite. Cependant, nous souhaiterions savoir quels montants de PAC ont été investis pendant le
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Je viens de prendre connaissance de votre courriel ci-dessous.

Ce rapport ne nous permet de visualiser que les PAC établis après la date inscrite.

Cependant, nous souhaiterions savoir quels montants de PAC ont été investis pendant le mois de novembre, même si les PAC ont été établis avant cette date.

Comment pourrions-nous procéder svp ?

Passez une belle journée,

Tom Le Bon, pour 
Pascale Cauchi B.A.A., A.V.A., Pl.Fin 
Planificateur Financier 
1002, Sherbrooke ouest, bureau 1110
Montréal, Québec
H3A 3L6
Tél. : 514-849-3261 ext.240
Sans frais : 1-866-876-4008 poste 261
Fax : 514-849-5814 
Site internet : www.pascalecauchi.com
https://www.linkedin.com/in/pascale-cauchi/
Restez informés et voyez les articles publiés, cliquez J'aime https://www.facebook.com/PascaleCauchiInc
https://twitter.com/PascaleCauchi
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 


De : Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Envoyé : 10 décembre 2025 14:40
À : Cruz Amaro, Daniela <Daniela.CruzAmaro@canadavie.com>
Cc : Tom Le Bon <tom.lebon@pcplanification.com>
Objet : RE: Montant des investissements par PAC - Cas 24437119

	Vous n’obtenez pas souvent d’e-mail à partir de wealthreportingsupport@canadalife.com. Pourquoi c’est important 

Bonjour Daniela,

Je comprends que le conseiller voudrait créer un rapport qui montre le montant des investissements par RPA (PAC) pour le mois de novembre, 2025. Veuillez noter que le conseiller est dans la bonne section pour créer ce type de rapport. Néanmoins, il y a une section qui doit être changée pour avoir seulement l’information du mois de novembre jusqu’à aujourd’hui.   

Veuillez voir les instructions ci-bas pour créer un rapport de registre des comptes RPA/PRS des clients. Une prise d’écran est attachée pour vous guider.

1.	Sur le centre d’investissement, allez à la fenêtre de rapports.
2.	Sous les options de gestion, choisissez « Commerce ».
3.	Veuillez choisir « Registre des comptes RPA/PRS de clients » pour le type de Commerce.
4.	Sous les critères de sélection, veuillez sélectionner le type « RPA »
5.	Veuillez mettre une date (soit 31-10-2025) dans la section « RPA établi après le » pour avoir seulement les registres après le 31 octobre**. 
6.	Après que toutes les instructions sont complétées, veuillez créer le rapport.   

**Notez que la date finale ne peut pas être changée; elle sera toujours la date présente. 

 

J’espère que ces instructions vous aident. Si vous avez des problèmes, ou si vous avez d’autres questions en relations à des rapports, n’hésitez pas à nous contacter à nouveau! 

S’il vous est possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Cruz Amaro, Daniela <Daniela.CruzAmaro@canadavie.com> 
Sent: December 9, 2025 9:53 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Le Bon, Tom <tom.lebon@pcplanification.com>
Subject: RE: Montant des investissements par PAC

Hi Wealth,

This is a friendly follow-up on ,y question submitted on Friday.

Thank you for your help,
Have a great day. 😊

Daniela Cruz Amaro (She/Her/Elle)
Senior Advisor Service Representative  |  Quadrus Investment Services Ltd.
Représentante Principale Services aux Conseillers |  Service d’investissement Quadrus Ltée
 (888) 532-3322 ext 4186 Fax 1-866-790-0911 Daniela.CruzAmaro@canadavie.com
1350 Boul.René-Lévesque-Ouest, 11ieme étage, Montréal, QC  H3G 1T4 (M1110)
DATES IMPORTANTES DE TRAITEMENT 2025

•	Transferts interne REER/CRI au FERR/FRV — 1er décembre
•	Cotisation au REEE-REEI — Date limite : 31 décembre
o Les opérations doivent être effectuées et acceptées avant la fermeture des marchés.
o Pour garantir le traitement, visez à soumettre avant le 24 décembre 2025.
o Les transferts nécessitent plus de temps pour le mouvement des fonds — prévoyez le traitement au moins deux semaines à l’avance.
•	Ouverture et cotisation au CELIAPP — Date limite : 31 décembre
            o Pour garantir votre droit de cotisation CELIAPP 2025, votre compte doit être ouvert à la compagnie de fonds avant la fin de l’année.
•	Ajustements pour l’année précédente-Date limite : 16 janvier 2026
           o Tous les ajustements pour l’année précédente doivent être reçus par la société de fonds avant cette date afin de permettre les corrections.
Évitez les retards — soumettez vos documents dès aujourd’hui !

IMPORTANT 2025 PROCESSING DATES

•	Registered Investment Rollovers Due — December 01
•	RESP-RDSP — Deadline December 31, 2025
o	Trades must be placed and accepted before market close. 
o	To ensure processing, aim to submit by December 24, 2025. 
o	Transfers require additional time for funds to move—target processing at least two weeks in advance.
•	FHSA Account Opening & Contribution Deadline — December 31
To secure your 2025 FHSA contribution room, your account must be opened by year-end.
•	Adjustments for Prior Year Deadline: January 16, 2026 
o	All adjustments for the previous year must be received by the fund company by this date to allow corrections.
Avoid delays — submit your paperwork today!

Upcoming vacation: December 22, 23 and 24.
Vacances à venir : 22, 23 et 24 décembre.
Upcoming public holiday : December 25, 26 and January 1st.
Congés fériés à venir : 25, 26 décembdre et 1e janvier


 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Cruz Amaro, Daniela 
Sent: December 5, 2025 8:42 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Le Bon, Tom <tom.lebon@pcplanification.com>
Subject: FW: Montant des investissements par PAC


Bonjour Wealth Reporting,

Nous tentons de trouver un rapport qui nous permettrait de voir les RPA qui ont eu lieu au mois de novembre uniquement.
La conseillère souhaite voir le % que ça représente sur les investissements totaux.
Cependant, je vois que le rapport que nous produisons ne nous permet pas de sélectionner des dates particulières pour le rapport.

Savez-vous ce que nous pouvons faire?

Merci,
Bonne journée. 😊

Daniela Cruz Amaro (She/Her/Elle)
Senior Advisor Service Representative  |  Quadrus Investment Services Ltd.
Représentante Principale Services aux Conseillers |  Service d’investissement Quadrus Ltée
 (888) 532-3322 ext 4186 Fax 1-866-790-0911 Daniela.CruzAmaro@canadavie.com
1350 Boul.René-Lévesque-Ouest, 11ieme étage, Montréal, QC  H3G 1T4 (M1110)
DATES IMPORTANTES DE TRAITEMENT 2025

•	Transferts de placements enregistrés  Clients 71 ans — 1er décembre 
•	Date limite de cotisation au régime d’épargne études — 31 décembre
•	Date limite d’ouverture et de cotisation au CELIAPP — 31 décembre
Pour garantir votre droit de cotisation CELIAPP 2025, votre compte doit être ouvert avant la fin de l’année.
Évitez les retards — soumettez vos documents dès aujourd’hui !

IMPORTANT 2025 PROCESSING DATES

•	Registered Investment Rollovers Due Clients aged 71— December 01
•	Education Plan Contribution Deadline — December 31
•	FHSA Account Opening & Contribution Deadline — December 31
To secure your 2025 FHSA contribution room, your account must be opened by year-end.
Avoid delays — submit your paperwork today!

Upcoming vacation: December 22, 23 and 24.
Vacances à venir : 22, 23 et 24 décembre.
Upcoming public holiday : December 25, 26 and January 1st.
Congés fériés à venir : 25, 26 décembdre et 1e janvier


 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Tom Le Bon <tom.lebon@pcplanification.com> 
Sent: December 4, 2025 5:04 PM
To: Cruz Amaro, Daniela <Daniela.CruzAmaro@canadavie.com>
Subject: [EXT] Montant des investissements par PAC

Bonjour Daniela, Pascale souhaiterait savoir quel montant a été investi par l’ensemble de nos clients avec des PAC lors de ce mois de novembre 2025 ? En résumé, sur l’ensemble de nos investissements réalisés lors du mois de novembre,

Bonjour Daniela,

Pascale souhaiterait savoir quel montant a été investi par l’ensemble de nos clients avec des PAC lors de ce mois de novembre 2025 ?
En résumé, sur l’ensemble de nos investissements réalisés lors du mois de novembre, quel % représente les investissements effectués par PAC ?

Je ne sais pas où trouver l’information dans la production de rapport. 
J’ai pu sortir celui-ci contre mais le montant total me parait disproportionné. Nous devrions plutôt être aux alentours de 800 000$ de PAC pour le mois de novembre il me semble.

Passez une belle journée,

Tom Le Bon, pour 
Pascale Cauchi B.A.A., A.V.A., Pl.Fin 
Planificateur Financier 
1002, Sherbrooke ouest, bureau 1110
Montréal, Québec
H3A 3L6
Tél. : 514-849-3261 ext.240
Sans frais : 1-866-876-4008 poste 261
Fax : 514-849-5814 
Site internet : www.pascalecauchi.com
https://www.linkedin.com/in/pascale-cauchi/
Restez informés et voyez les articles publiés, cliquez J'aime https://www.facebook.com/PascaleCauchiInc
https://twitter.com/PascaleCauchi
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-15T17:31:08.000+0000,False,False,005OH000002iN7rYAE,2025-12-15T17:31:08.000+0000,005OH000002iN7rYAE,2025-12-15T17:31:09.000+0000,005OH000002iN7rYAE,2025-12-15T17:31:09.000+0000,(514)238-6170,,tom.lebon@pcplanification.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hohQuYAI,False,,24537871,003OH00000M98I0YAJ,001OH00000QuqTGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Workspace Registration,Medium,"KB0023476 - assisted advisor in registering to workspace.

===============

Hi Lisa,

Thank you for contacting the workspace support about assistance in registering to workspace.

We guided you through the registration process and we’ve confirmed that you were able to sign in to workspace.

We appreciate your patience and time in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-15T18:26:16.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T18:05:38.000+0000,005OH00000BFPZHYA5,2025-12-15T19:30:31.000+0000,005OH00000BFPZHYA5,2025-12-15T19:30:31.000+0000,(780)365-2089,,lslasynski@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hohdhYAA,False,,24533829,0035o000007Zh6uAAC,0015o000008GBBOAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:10:32.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T17:10:32.000+0000,005OH00000BfonJYAR,2025-12-15T17:10:33.000+0000,005OH00000BfonJYAR,2025-12-15T17:10:33.000+0000,(604)662-1874,,sharding@mackieresearch.com,(778)373-4101,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hohqlYAA,False,,24538728,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:17:26.000+0000,False,False,005OH000005URvxYAG,2025-12-15T18:17:26.000+0000,005OH000005URvxYAG,2025-12-15T18:17:26.000+0000,005OH000005URvxYAG,2025-12-15T18:17:26.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoiOXYAY,False,,24539994,0030A0000029laVQAQ,0010A000002w8jPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:34:10.000+0000,False,False,0055o000001t1uPAAQ,2025-12-15T18:34:10.000+0000,0055o000001t1uPAAQ,2025-12-15T18:34:10.000+0000,0055o000001t1uPAAQ,2025-12-15T18:34:10.000+0000,(416)726-9239,(416) 726-9239,zym964784@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoiYAYAY,False,,24534069,0030A0000029Vd9QAE,0010A000002vvVcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirect,Medium,"*12/15*
----------------
Ron Clarke, 

trying to change my email address, not with my canadalife where they send their statements.
my canadalife at work site, do not know how to get support 
1-888-222-0775
got number from assist 
misdirect 
*email*
----------------
Good afternoon Ron,

Thank you for contacting the Workspace Support Team with your My Canada Life at Work inquiry. 

The Workspace Support Team has very limited information regarding My Canada Life at Work, we are more for technical support for Workspace itself, we thought it would be better to direct your question towards the My Canada Life at Work support line at: 1-888-222-0775 . If you have any other questions or concerns, please reply to this email or call us back.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T17:41:54.000+0000,False,False,005OH000008919xYAA,2025-12-15T17:13:43.000+0000,005OH000008919xYAA,2025-12-15T17:41:55.000+0000,005OH000008919xYAA,2025-12-15T17:41:55.000+0000,(905)331-2090,,rpclarkefinancial@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hojvmYAA,False,,24537248,003G000001cQtbNIAS,0010A000002wStRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Service Request Not Completed regarding policy 9464635-2,Medium,"***DDS Dec.15/2025***
ASA reached out regarding an uncompleted service request for policy 9464635-2 belonging to SHERI L ONIFRICHUK. Logged into Workspace as the advisor and I was able to confirm that forms were submitted to pay the amount owing on November 11, 2025 but the service request was not completed and interest has been accrued according to the Advisor. Reached out to the assist line to get more clarity on the matter.


*****Email*****

Hello Kristina,

Thanks for contacting the Workspace Support team regarding the service request for policy 9464635-2.

For further assistance regarding this issue, please reach out to the Advisor Service Centre at 1-888-252-1847.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Kristina Joki, Admin Assist <admin@melaniecheekfinancial.com> 
Sent: December 12, 2025 5:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Cheek, Melanie <info@melaniecheekfinancial.com>
Subject: [EXT] Service Request Not Completed - Case - 24537248

Hello, I am reaching out regarding policy 9464635-2 for SHERI L ONIFRICHUK. We submitted forms to pay the amount owing on November 11, 2025, through workspace, but this has not been completed and now interested has been accrued. Is there a correction
ZjQcmQRYFpfptBannerStart
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I am reaching out regarding policy 9464635-2 for SHERI L ONIFRICHUK.

We submitted forms to pay the amount owing on November 11, 2025, through workspace, but this has not been completed and now interested has been accrued.

Is there a correction needed on the forms? Please advise. 

Kindly,

Kristina

Kristina Joki, H.B.Com
Executive Assistant to Melanie Cheek
 
Inspired Wealth Building
With proven, practical perspectives on insurance & investing
 
You will have everything in life you want, if you will just help other people get what they want.
Zig Ziglar
Welcome to the new Canada Life
 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
 
Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.",True,2025-12-15T22:09:09.000+0000,False,False,005OH00000BFQFBYA5,2025-12-15T17:57:34.000+0000,005OH00000BFQFBYA5,2025-12-15T22:09:09.000+0000,005OH00000BFQFBYA5,2025-12-15T22:09:09.000+0000,(780)604-3711,(780) 604-3711,info@melaniecheekfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hok0VYAQ,False,,24537195,0030A0000029c59QAA,0010A000002w0tuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:56:56.000+0000,False,False,005OH000005URvxYAG,2025-12-15T17:56:56.000+0000,005OH000005URvxYAG,2025-12-15T17:56:56.000+0000,005OH000005URvxYAG,2025-12-15T17:56:56.000+0000,(780)257-4000,,kanchanbahl@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hok3mYAA,False,,24536977,003OH00000AwSscYAF,001OH00000DCnzzYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:54:06.000+0000,False,False,005OH000005URvxYAG,2025-12-15T17:54:06.000+0000,005OH000005URvxYAG,2025-12-15T17:54:06.000+0000,005OH000005URvxYAG,2025-12-15T17:54:06.000+0000,(780)716-2938,,wangcg519@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hokBlYAI,False,,24534442,0030A0000029YVsQAM,0010A000002vxv9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product details unavailable - INC1753456/INC1937960,Medium,"*** DDS 18DEC2025 *** - details visible, advised user

INC1937960 submitted
*** DDS 15DEC2025 ***
INC1753456 - closed without resolution, policy aligned to 2222222 comp code

---------------------EMAIL CHAIN:

Good morning Chao,

We have heard back from our Digital Hub team, they have applied a fix and product details for this policy are now visible in Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Chao,

Thank you for your email and for following up on this issue. I apologize; the previous incident was closed and marked as resolved. I have escalated the issue back to our Digital Hub team, and I have also created a case to track this issue personally and as soon as I hear back with an update, I will follow up with you to advise. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Chao Xie <chaoxie@crius.ca> 
Sent: December 10, 2025 11:58 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Hood, Nicholas <Nicholas.Hood@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: Re: [EXT] Re: Paul Po Yi Wong, 310083940 - INC1753456/INC1937960/C24534442

Hi, How about the issue now? It has been more than 3 months since I report this issue. I still can't find the account detail today as below. Recently, I plan to review the clients accounts. Could you please double check? Thanks. Warm Regards,
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

How about the issue now? It has been more than 3 months since I report this issue. I still can't find the account detail today as below. Recently, I plan to review the clients accounts. Could you please double check? Thanks.

 
Warm Regards,

Chao Xie
Executive Sales Representative
Crius Financial Services Corp.
2400-4720 Kingsway Metrotower II
Burnaby, BC  V5H 4N2
Cell: 778-681-7778
WeChat: charismo1980
Email: chaoxie@crius.ca
我们致力于保障您家庭财富的稳健增长！

-------------------------------------------------------------------------------
 
CONFIDENTIALITY NOTICE: The information in this transmission may contain privileged and confidential information and is intended only for the use of the person or corporate entity to which it is addressed. The confidential nature of this communication remains regardless of whether or not you are an intended recipient. If you are not an intended recipient, please notify the sender immediately and destroy this message and all attachments, without making a copy. Any distribution or reproduction of this message is prohibited. We assume no liability for the interception of any Internet communication or the transmission of computer viruses.
 Information provided in this email is for general information only and is not to be considered as legal advice or a guarantee of compliance.  Use at your own discretion.


On Thu, Sep 18, 2025 at 12:14 PM Workspace Support <WorkspaceSupport@canadalife.com> wrote:
Hello Chao,
 
Thank you for your email and thank you for your patience as our teams work to resolve the product display issue for this policy. The ticket is still under review, and I have requested an update. As soon as I get confirmation that the product details issue is resolved and visible in Workspace, I will follow up with you directly.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
From: Chao Xie <chaoxie@crius.ca> 
Sent: September 18, 2025 1:58 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Hood, Nicholas <Nicholas.Hood@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Re: Paul Po Yi Wong, 310083940 - INC1753456
 
Hi Workspace, How about the issue now? It has been lasting for 2 weeks since receiving your reply but I still can't find any detail today as below. Thank you. Warm Regards, Chao Xie Executive Sales Representative Crius Financial Services
Hi Workspace,
 
How about the issue now? It has been lasting for 2 weeks since receiving your reply but I still can't find any detail today as below. Thank you.
 
Warm Regards,
 
Chao Xie
Executive Sales Representative
Crius Financial Services Corp.
2400-4720 Kingsway Metrotower II
Burnaby, BC  V5H 4N2
Cell: 778-681-7778
WeChat: charismo1980
Email: chaoxie@crius.ca
我们致力于保障您家庭财富的稳健增长！
 
-------------------------------------------------------------------------------
 
CONFIDENTIALITY NOTICE: The information in this transmission may contain privileged and confidential information and is intended only for the use of the person or corporate entity to which it is addressed. The confidential nature of this communication remains regardless of whether or not you are an intended recipient. If you are not an intended recipient, please notify the sender immediately and destroy this message and all attachments, without making a copy. Any distribution or reproduction of this message is prohibited. We assume no liability for the interception of any Internet communication or the transmission of computer viruses.
 Information provided in this email is for general information only and is not to be considered as legal advice or a guarantee of compliance.  Use at your own discretion.
 
 
On Wed, Sep 3, 2025 at 9:54 AM Workspace Support <WorkspaceSupport@canadalife.com> wrote:
Hello Richard,
 
Thank you for your email and for confirming the policy status. I have escalated the issue to our Digital Hub team for investigation, and I will follow up as soon as I hear back with a resolution.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
From: Chen, Richard <Richard.Chen@canadalife.com> 
Sent: September 3, 2025 12:28 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Hood, Nicholas <Nicholas.Hood@canadalife.com>
Cc: Wu, Elly <elly.wu@canadalife.com>; Chao Xie <chaoxie@crius.ca>
Subject: RE: Paul Po Yi Wong, 310083940 - INC1753456
 
Hi Jennifer,
 
This policy is active but Workspace is showing ‘product details unavailable’
 
Could you please escalate to Digital Hub for a fix?
 
Thank you,
 
Richard Chen, CIM
Regional Sales Manager, Wealth Management
Product Solutions Centre, BC Region
Ph: 604-338-6416
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: September 3, 2025 9:24 AM
To: Hood, Nicholas <Nicholas.Hood@canadalife.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>; Chao Xie <chaoxie@crius.ca>
Subject: RE: Paul Po Yi Wong, 310083940 - INC1753456
 
Hello Nick,
 
Thank you for contacting Workspace Support regarding the Product Details inquiry for this policy. I can confirm that the policy is properly aligned to the advisor who is inquiring and copied on this email. If an advisor is seeing a policy in Workspace that is in Inactive status and showing ‘Product details unavailable’, we would typically refer them Head Office or Client Services to confirm the policy status. If Workspace is reflecting incorrect information, we would then escalate the issue to our Digital Hub team for correction as a technical issue. Please let me know if Workspace is showing incorrect information and we will investigate. Let me know if you have any questions or if there is anything else I can assist with.
 
I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.
 
Thanks in advance 😊
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
From: Hood, Nicholas <Nicholas.Hood@canadalife.com> 
Sent: September 2, 2025 3:20 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Chen, Richard <Richard.Chen@canadalife.com>; Wu, Elly <elly.wu@canadalife.com>; Chao Xie <chaoxie@crius.ca>
Subject: Paul Po Yi Wong, 310083940 - INC1753456
 
Hello,
 
Could you please help with the attached request? It’s an intermediary policy owned by B2B Bank.
 
Thanks,
 
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Nick Hood (he/him)
Customer Service Specialist  |  Canadian Operations - Wealth
Nicholas.Hood@canadalife.com |  226-316-1203
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-18T14:18:41.000+0000,False,False,005OH000006wv2TYAQ,2025-12-15T17:18:57.000+0000,005OH000006wv2TYAQ,2025-12-18T14:18:41.000+0000,005OH000006wv2TYAQ,2025-12-18T14:18:41.000+0000,(604)438-3699,(778) 681-7778,chaoxie@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hokTWYAY,False,,24535232,0030A000005x8xeQAA,0010A000006hfLGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - INC1937997,Medium,"Advisor having issues with applications.

================================================================================

***********Email Chain***********

Hello Joel,

It was brought to our attention that you are having an issue updating your preferences in New Business with your advisor code.

Our Digital technical Lab team is actively working on this issue. This should be resolved 1-2 business days.

In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 15, 2025 11:51 AM
To: joel.skaine@ig.ca
Subject: 24535232 Simple protect 

Hi Joel , thank you for contacting the workspace support today.

To recap our call, you were having difficulty with a simple protect application not recognizing your Advisor code, we tried some troubleshooting, but we were not successful. I have escalated this issue to be resolved we will be reaching out shortly.




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T17:33:30.000+0000,False,False,005OH000002iN7pYAE,2025-12-15T17:30:11.000+0000,005OH00000BFQFCYA5,2025-12-15T18:30:55.000+0000,005OH000002iN7pYAE,2025-12-15T18:30:55.000+0000,(902)423-8294,(902) 698-9743,joel.skaine@ig.ca,(902)423-8187,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000holRDYAY,False,,24535479,0030A000005jM9MQAU,0010A000006TU3PQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:33:31.000+0000,False,False,005OH000005URvxYAG,2025-12-15T17:33:31.000+0000,005OH000005URvxYAG,2025-12-15T17:33:31.000+0000,005OH000005URvxYAG,2025-12-15T17:33:31.000+0000,(780)860-3191,,kanwar@estatenest.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000holUWYAY,False,,24539623,003G0000018f7F3IAI,0010A000002wPJqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace password reset,Medium,"*****DDS***** 12/15/2025
Caller : Brian Cressman
Advisor code: W6112


Inquiry: User was looking to update sign in email, DDS authenticated and assisted user.

ref: KB0021888


*******EMAIL CHAIN*******




Hello Brian, 

    It was a pleasure assisting you update your sign in email. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:40:44.000+0000,False,False,005OH00000BFQFHYA5,2025-12-15T18:29:09.000+0000,005OH00000BFQFHYA5,2025-12-15T18:40:44.000+0000,005OH00000BFQFHYA5,2025-12-15T18:40:44.000+0000,(519)275-3333,,brian@vanceafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000homdYYAQ,False,,24539316,0030A0000029Y2cQAE,0010A000002vxYKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:24:43.000+0000,False,False,005OH000005URvxYAG,2025-12-15T18:24:43.000+0000,005OH000005URvxYAG,2025-12-15T18:24:43.000+0000,005OH000005URvxYAG,2025-12-15T18:24:43.000+0000,(780)702-0344X104,,tom@lifeguidefinancial.com,(780)702-0523,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000homogYAA,False,,24534950,0030A0000029iysQAA,0010A000002w6ZRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:26:01.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T17:26:01.000+0000,005OH00000BfonJYAR,2025-12-15T17:26:02.000+0000,005OH00000BfonJYAR,2025-12-15T17:26:02.000+0000,(250)585-2088X2,(250) 740-1679,andreas.hinkkala@hinkkala.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000homryYAA,False,,24538559,0035o000006GUU0AAO,0015o000006ld9gAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:15:13.000+0000,False,False,005OH000005URvxYAG,2025-12-15T18:15:13.000+0000,005OH000005URvxYAG,2025-12-15T18:15:13.000+0000,005OH000005URvxYAG,2025-12-15T18:15:13.000+0000,(780)908-2181,,trrehani@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000honEXYAY,False,,24539934,003OH00000SCZZmYAP,001OH00000YKM8sYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:33:21.000+0000,False,False,005OH000002N6huYAC,2025-12-15T18:33:21.000+0000,005OH000002N6huYAC,2025-12-15T18:33:22.000+0000,005OH000002N6huYAC,2025-12-15T18:33:22.000+0000,(819)437-8336,8194378336 (215),johnny.pierre-paul@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000honKzYAI,False,,24539244,0031600002NUJm7AAH,0010A000002wNinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:23:48.000+0000,False,False,005OH00000BTQdVYAX,2025-12-15T18:23:48.000+0000,005OH00000BTQdVYAX,2025-12-15T18:23:48.000+0000,005OH00000BTQdVYAX,2025-12-15T18:23:48.000+0000,(418) 204-1211,(418) 930-6403 xx call this nu,rpascal09@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000honrDYAQ,False,,24538455,0030A0000029hfUQAQ,0010A000002w5VpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password Reset,Medium,"***DDS*** 12/15/25
Name:   Skylar   edmonds
Phone: 403-381-9195
Agent code: 	E2540
Reference: KB0017399 

Advisor name: RYAN PETERSON
Hi Skylar, 

Thank you for contacting Workspace Support today regarding password reset and MFA setup.

We reset your password.
We setup your MFA (MS Authenticator)
Confirmed you can log in, log out and back in again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:46:39.000+0000,False,False,005OH00000BGeeHYAT,2025-12-15T18:13:42.000+0000,005OH00000BGeeHYAT,2025-12-15T18:46:39.000+0000,005OH00000BGeeHYAT,2025-12-15T18:46:39.000+0000,(403)381-9195,,ryan@advfinancial.ca,(403)380-2290,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000honuUYAQ,False,,24539638,0035o000004VbXWAA0,0015o0000054c8JAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0018402 - assisted advisor in creating his user ID. advised to give it 48 to 72 hours before registering to workspace.
================

Hi Faraz,

Thank you for contacting the workspace support about registering for your MGA access.

We can confirm that you received an activation code, and we have successfully created your user ID which is very important for you to register to workspace. Please give it 48 to 72 hours before registering to workspace to give time for the user id to be activated into our system.

Appreciate your patience on this matter and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-15T18:48:05.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T18:29:24.000+0000,005OH00000BFPZHYA5,2025-12-15T18:52:42.000+0000,005OH00000BFPZHYA5,2025-12-15T18:52:42.000+0000,(647)286-1060,,faraz@rpncas.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000honxeYAA,False,,24535203,003OH00000M98hsYAB,001OH00000Quw42YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is having issues signing in after registration.
KB0023533 - not fully registered
KB0023745 - correcting email address to Primerica

Email: fpan@primerica.com

************************************************************************
Good afternoon, Feng

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with updating you email address to the correct one, that being your Primerica one so you can successfully complete registration. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T17:31:40.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T17:29:52.000+0000,005OH00000BG5v4YAD,2025-12-15T17:45:41.000+0000,005OH00000BG5v4YAD,2025-12-15T17:45:41.000+0000,(587)982-8199,,fpan@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hopMlYAI,False,,24536633,0030A0000029jSZQAY,0010A000002w6yiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Issues,Medium,"***DDS 2025-12-15***
User was having issues logging in to Workspace using the Authenticator.
DDS disconnected and assisted user with reconnecting Authenticator.
 
================================================================================
****Email Chain**
Hello Sam,

It was a pleasure speaking to you earlier regarding your Authenticator issues. We’re happy we were able to assist you in disconnecting and reconnecting your Salesforce Authenticator. As a reminder, you can follow the steps below to login to your Workspace account:
1.	Go to Advisor Workspace Login – Canada Life
2.	Enter your email and password
3.	When prompted to confirm your identity, check you phone and open the Salesforce Authenticator app. Use this app to approve the login by hitting the approve button.
a.	If you are not getting the notification to approve the login, click the blue text at the bottom that says Having Trouble
b.	The picture will enlarge, and you can scroll down and click on the blue text that says Use a Different Verification Method
c.	Input the code displayed on the Salesforce Authenticator mobile app

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:04:34.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T17:49:34.000+0000,005OH00000AX0rVYAT,2025-12-15T18:21:01.000+0000,005OH00000AX0rVYAT,2025-12-15T18:21:01.000+0000,(778)999-7768,,sam@familyinsuranceplans.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hopeVYAQ,False,,24535795,0030A0000029fypQAA,0010A000002w43KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Authenticator issue,Medium,"***DDS Dec.15/2025***
Advisor wanted to disconnect the Authenticator connected to their old device and connect a new Authenticator to their new device. Advised user ""To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you. ""

REF KB: KB0020738

*****Email*****

Hello Thie,

Thanks for contacting the Workspace Support team regarding connecting your Authenticator to your new laptop.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
Our team is available between the hours of 8am to 8pm EST, M-F.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Thie Convery <thie.convery@ipcsecurities.com> 
Sent: December 13, 2025 11:50 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Jennifer Moumblow <jennifer.moumblow@ipcsecurities.com>
Subject: [EXT] Access to Workspace - Help, Please! - Case - 24535795

Dear Canada Life, I set up my authenticator app a while ago – and all was well! I accidentally smashed the screen on that laptop, got a new one, but the authenticator app (and access) is on the old computer and I can’t set up a new
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Dear Canada Life,
 
I set up my authenticator app a while ago – and all was well!
 
I accidentally smashed the screen on that laptop, got a new one, but the authenticator app (and access) is on the old computer and I can’t set up a new access on the new laptop.
 
Can you help, please?


  
Thie C.L. Convery 
B.Sc. (Hons), R.F.P., CFP, CIM, FMA, FCSI
Wealth Advisor

IPC Securities Corporation
229 King Street West
Dundas, ON   L9H 1V6
T   905-627-9970 x1
F   905-627-9214
E   thie.convery@ipcsecurities.com  
W  www.ConveryWealth.com
 
Independent of her role with IPCS, Thie Convery is also a co-author in Financial Success for Women by Women, Financial Success for Pre-Retirees and Financial Success for Retirees.
 
 
Please note that trade instructions cannot be accepted via email, fax or voicemail.
 
This email and any files transmitted are privileged, confidential, subject to copyright and intended solely for the use of the individual or entity to whom they are addressed.  The views expressed herein are those of the user and not necessarily those of IPC Securities Corporation (IPC) or any of its entities or subsidiaries.  Any unauthorized use, copying or review or disclosure is prohibited.  Kindly notify the sender immediately if this communication was received in error by you.  Thank you for your assistance and cooperation.",True,2025-12-15T17:37:58.000+0000,False,False,005OH00000BFQFBYA5,2025-12-15T17:37:58.000+0000,005OH00000BFQFBYA5,2025-12-15T17:53:02.000+0000,005OH00000BFQFBYA5,2025-12-15T17:53:02.000+0000,(905)627-9970X1,,thie.convery@ipcsecurities.com,(905)627-9214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoqXNYAY,False,,24542088,0030A0000029c9xQAA,0010A000002w0yJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:00:58.000+0000,False,False,005OH000003ds0PYAQ,2025-12-15T19:00:58.000+0000,005OH000003ds0PYAQ,2025-12-15T19:00:59.000+0000,005OH000003ds0PYAQ,2025-12-15T19:00:59.000+0000,(416)704-7573,,steven.smithclu@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hos4XYAQ,False,,24542909,003OH00000M92eYYAR,001OH00000QuyPJYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Workspace sign in issue:,Medium,"*** DDS 16DEC2025 ***
per sign in history, user was being prompted to enter code from authenticator, asked them to re-try and asked for their availability for a call if that fails

*****DDS***** 12/15/2025
Advisor: JANET LOUISE ELLIS
Advisor code: P7265
Email: janellis@primerica.com
Phone number: 6047897936

Inquiry: User is not getting the email with the 6 digit verification code at sign in. He gets and email ""Sign in from an unfamiliar network"" but there's no visible ""Try another method"" or ""Resend code"" options. Checked all folders in his inbox - no code. Tried clearing cache and cookies as well as closing window and retrying.


*******email chain******

Good morning Janet,

I am reaching out from Workspace Support regarding the login issue that you were experiencing yesterday. I have reviewed your case, and it appears that the code that you were being prompted to enter was from your authenticator app, not a code sent by email. Can you please try logging in again today and let me know if you are successful? After you enter your email address and password, you should be prompted to enter the 6-digit code from your authenticator app. If this fails, please let me know your availability for a call so I can assist further.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Janet, 

   It was a pleasure assisting you today, as discussed, the sign in issue has been escalated to 2nd level. Please allow some time and look out for another follow up email from 2nd level advising the next steps. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T19:58:08.000+0000,False,False,005OH000006wv2TYAQ,2025-12-15T19:12:03.000+0000,005OH00000BFQFHYA5,2025-12-22T19:58:08.000+0000,005OH000006wv2TYAQ,2025-12-22T19:58:08.000+0000,(604)584-2171,,janellis@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hosMDYAY,False,,24536003,003G0000018f7opIAA,0010A000002wPvHQAU,,,,,,,012OH000000ijW5YAI,Open,,Email,,Address correction for Martin Verville & Luc Verville - INC1938294,Medium,"*** DDS 16DEC2025 ***
address corrected by DAS, assigning back to Lawrie to f/u with FR user

*** DDS 15DEC2025 ***
emailed CIS to see if they could correct, they cannot, escalated to DAS - INC1938294, L1 to send f/u email as they are FR user

****DDS****12/15/25 
Address on joint account policy details page is correct but the wrong address shows on client details page
Contacted Assist Line who will follow up with CIS/DAS 
Correct address: 111 RUE QUESNEL VICTORIAVILLE QC G6S 1K8
Wrong address: 27 RUE DEMERS VICTORIAVILLE QC G6P 1Y3
 
============================================================================================= 
 
****Email Chain****

Bonjour Marie-Lou,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant l’adresse de Martin Verville et Luc Verville.

J’ai transmis cette requête au Soutien Technique Niveau 2 pour enquêter là-dessus et nous vous tiendrons informer dès qu’il y aura de nouveau.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Marie-Lou Gilbert <mlgilbert@agfinances.com> 
Sent: December 11, 2025 7:07 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Client Martin Verville et Luc Verville

Bonjour, L’adresse de ces deux clients n’est pas la bonne et quand je tente de corrigé dans l’espaces affaire, ça ne fonctionne pas. Il est possible que ce soit parce que c’est détenu en copropriété. J’ai vérifié
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

L’adresse de ces deux clients n’est pas la bonne et quand je tente de corrigé dans l’espaces affaire, ça ne fonctionne pas.
Il est possible que ce soit parce que c’est détenu en copropriété.
J’ai vérifié au service à la clientèle de Canada vie et il confirme que c’est bien l’adresse suivante : 

111 rue Quesnel
Victoriaville (Qc)
G6S 1K8 

Ceci est l’adresse qui devrait figurer au dossier.

Merci de faire les corrections svp et si cela ne fonctionne pas, me revenir avec ça svp.


Marie-Lou Gilbert
Adjointe Administrative pour
Martin Lajeunesse

19 rue Notre-Dame est
Victoriaville, Qc
G6P 3Z4
Tél : 819-758-7922
Fax : 819-758-5634",False,,False,False,005OH0000097FtCYAU,2025-12-15T17:40:53.000+0000,005OH0000097FtCYAU,2025-12-16T16:49:54.000+0000,005OH000006wv2TYAQ,2025-12-16T16:49:54.000+0000,(819)758-7922,(819) 352-6321,mlajeunesse@agfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hosfaYAA,False,,24537234,0030A0000029XgzQAE,0010A000002vxE9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Log in,Medium,"NAME: BRADLEY KEZEMA 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H8948
PHONE: +17804393610 
EMAIL: brad@monetaplanning.com 
 
ISSUE: 
User is unable to sign into their workspace MGA account.
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User’s MGA workspace account is still active with no issues so they should be able to sign in.
 
TROUBLESHOOTING/RESOLUTION:
Advised user to reset password.
They advised they will try this on their own and then contact us if any issues arrise
No troubleshooting done.
 
EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
No email sent",True,2025-12-15T18:02:26.000+0000,False,False,005OH00000BGf2TYAT,2025-12-15T17:57:25.000+0000,005OH00000BGf2TYAT,2025-12-15T18:02:26.000+0000,005OH00000BGf2TYAT,2025-12-15T18:02:26.000+0000,(780)439-3610,,brad@monetaplanning.com,(587)758-1316,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hosm5YAA,False,,24540143,003OH00000M9715YAB,001OH00000QusnZYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace registration - Primerica,Medium,"***DDS Dec.15/2025***
Advisor needed the Primerica Workspace registration email sent to them. Responded to user and advised I would reach out to the appropriate team to have the registration email sent to the Advisor. Sent an email to SFMCDMsupport@canadalife.com and included the necessary supporting info for the team to send the Advisor that registration email.

REF KB: KB0023538

*****Email*****

Hello Team,

The below Primerica Advisor indicated they did not receive their registration letter. Please resend.

Email Address: SHARMA.DAWINDERKUMAR@PRIMERICA.COM
First Name: DAWINDER KUMAR
Last Name: SHARMA
Language: English
Producer Code: P5021
Activation ID: PME5021

Thanks.

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Stefan,

Thanks for contacting the Workspace Support team regarding having the Advisor’s Primerica Workspace Registration email resent.

I have contacted the appropriate team to request a new registration email to be sent to the user. Please allow some time for this email to come through.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Moroz, Stefan <Stefan.Moroz@canadalife.com> 
Sent: December 15, 2025 10:44 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; SHARMA.DAWINDERKUMAR@PRIMERICA.COM
Subject: Resend Workspace Registration Email - Case - 24540143

Hello, 

Please resend the Workspace registration email to Dawinder Kumar Sharma

Rep code: P5021
Dealer Code: 3000

Thanks in advance. 

Stefan Moroz, CIM ®
Director of Business Development, Wealth Management
Cell: 403-618-5871
Email: Stefan.Moroz@canadalife.com

In partnership with: 

Erika Sowka
Regional Sales Associate, Wealth Management 
Email: Erika.Sowka@canadalife.com
Phone: 416-552-6405

Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-15T18:36:13.000+0000,False,False,005OH00000BFQFBYA5,2025-12-15T18:36:13.000+0000,005OH00000BFQFBYA5,2025-12-15T19:17:40.000+0000,005OH00000BFQFBYA5,2025-12-15T19:17:40.000+0000,(705)930-0706,,sharma.dawinderkumar@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hotVCYAY,False,,24536431,003G0000018f7llIAA,0010A000002wPsEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to see clients,Medium,"***DDS*** 12/15/25
Name:   Kate Van kesteren
Phone: 250-861-5433
Agent code: 118060 and 	51719",True,2025-12-15T17:57:30.000+0000,False,False,005OH00000BGeeHYAT,2025-12-15T17:46:47.000+0000,005OH00000BGeeHYAT,2025-12-15T18:10:11.000+0000,005OH00000BGeeHYAT,2025-12-15T18:10:11.000+0000,(250) 861-5433,,tyson@russellebs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hotgbYAA,False,,24541408,003OH00000YlGU0YAN,001OH00000iB7wKYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Registration,Medium,"***DDS*** 12/15/25
Name:   neda abedi
Phone:  416-459-0176
Agent code: H9822	
Reference: KB0020538


Hi Neda,

Thank you for contacting Workspace Support today regarding MGA registration.

To recap our call today we have confirmed that you created your User ID today and must wait 2 business days before registering for Workspace.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T19:00:05.000+0000,False,False,005OH00000BGeeHYAT,2025-12-15T18:52:23.000+0000,005OH00000BGeeHYAT,2025-12-15T19:04:21.000+0000,005OH00000BGeeHYAT,2025-12-15T19:04:22.000+0000,(416)459-0176,,abedineda66@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000houO2YAI,False,,24537847,003G0000018f7nkIAA,0010A000002wPuCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Commission statements within Fasat web.
************
Hi Adele , thank you for contacting the workspace support today.

To recap our call, I know you are having issues accessing your GWL statements to identify payments. To confirm the missing statements please reach out to 
Fieldcommissions@canadalife.com they should be able to better assist you. 



If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 






The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:22:18.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T18:05:20.000+0000,005OH00000BFQFCYA5,2025-12-15T18:22:18.000+0000,005OH00000BFQFCYA5,2025-12-15T18:22:18.000+0000,(250)392-6448,,admacfin@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000houeBYAQ,False,,24539085,0031600002NUJm7AAH,0010A000002wNinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:21:48.000+0000,False,False,005OH00000BTQdVYAX,2025-12-15T18:21:48.000+0000,005OH00000BTQdVYAX,2025-12-15T18:21:48.000+0000,005OH00000BTQdVYAX,2025-12-15T18:21:48.000+0000,(418) 204-1211,(418) 930-6403 xx call this nu,rpascal09@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000howJQYAY,False,,24540702,003G0000018f7BeIAI,0010A000002wPFcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Address issue,Medium,"Address issue

Hi Katiana, 

Thank you for confirming. 

We will close this ticket since this issue is now resolved (the apartment number is showing in Workspace). 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Marcellus, Katiana <Katiana.Marcellus@canadavie.com> 
Sent: Monday, December 15, 2025 7:43 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Sellers, Karen <Karen.Sellers@canadavie.com>; Karemera, Jean Claude <Jean-Claude.Karemera@canadavie.com>
Subject: RE: 411199847- Serge Turcot - C24540702

Good morning,
As mentioned, the apartment number was missing in the system.
The address 8960 is valid; we just need to update it to include the apartment, which is 413.
Thank you.



Katiana Marcellus (her)


Hi Katiana, 

Can you confirm which one these is the correct address: 


413-895 Rue de Coulonge, Terrebonne, QC, J6X 1 E1

Or 

413 – 8960 BOUL ST MICHEL MONTREAL QC H1Z 3G4



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Marcellus, Katiana <Katiana.Marcellus@canadavie.com> 
Sent: Monday, December 15, 2025 8:22 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Sellers, Karen <Karen.Sellers@canadavie.com>; Karemera, Jean Claude <Jean-Claude.Karemera@canadavie.com>
Subject: RE: 411199847- Serge Turcot 

Good morning,
Thank you for the confirmation. Yes, this should be the correct address as confirmed by the client.
Regards,

Katiana Marcellus (her)
Spécialiste Principale Service à la clientèle  |Gestion du Patrimoine
Senior Customer Specialist  | Wealth Canada Operations
katiana.marcellus@canadavie.com  |  438-316-5250

 

Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 12 décembre 2025 12:24
À : Marcellus, Katiana <Katiana.Marcellus@canadavie.com>
Cc : Sellers, Karen <Karen.Sellers@canadavie.com>; Karemera, Jean Claude <Jean-Claude.Karemera@canadavie.com>
Objet : RE: 411199847- Serge Turcot 

Hi Katiana, 

Thank you for contacting Workspace Support.  

In the attached email the user mentions that “413 is missing in the client address”

 

We can see the same address in Workspace as per the screenshot above in yellow (including the apartment number). 

Can you confirm if this is the correct address or did the client moved to different address (413-895 Rue de Coulonge, Terrebonne, QC, J6X 1 E1) that has the exact same apartment number? 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Marcellus, Katiana <Katiana.Marcellus@canadavie.com> 
Sent: Wednesday, December 10, 2025 8:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Sellers, Karen <Karen.Sellers@canadavie.com>; Karemera, Jean Claude <Jean-Claude.Karemera@canadavie.com>
Subject: TR: 411199847- Serge Turcot 

Good morning,
It appears that the client’s address in Workspace is not updated correctly. Could you please verify and advise? The correct address should be:

413-895 Rue de Coulonge, Terrebonne, QC, J6X 1 E1

However, the apartment number (413) is not showing in the system. The advisor has requested confirmation.
Please let me know.
Thank you!

Katiana Marcellus (her)
Spécialiste Principale Service à la clientèle  |Gestion du Patrimoine
Senior Customer Specialist  | Wealth Canada Operations
katiana.marcellus@canadavie.com  |  438-316-5250

 

Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



De : Marcellus, Katiana 
Envoyé : 4 décembre 2025 17:20
À : Sellers, Karen <Karen.Sellers@canadavie.com>
Cc : Karemera, Jean Claude <Jean-Claude.Karemera@canadavie.com>
Objet : 411199847- Serge Turcot 

MayBe i can send this to workspace because the address on file is correct …
 


 
Katiana Marcellus (her)
Spécialiste Principale Service à la clientèle  |Gestion du Patrimoine
Senior Customer Specialist  | Wealth Canada Operations
katiana.marcellus@canadavie.com  |  438-316-5250",True,2025-12-17T17:21:51.000+0000,False,False,0055o000001zVCKAA2,2025-12-15T18:43:16.000+0000,0055o000001zVCKAA2,2025-12-17T17:21:51.000+0000,0055o000001zVCKAA2,2025-12-17T17:21:51.000+0000,(450)970-3026X6,(514) 265-0602,gerald.perreault@monarqueconseil.com,(450)970-3027,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000howWJYAY,False,,24539132,0030A0000029iMXQAY,0010A000002w66SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Workspace MGA registration.
**************
Hi Susan , thank you for contacting the workspace support today.

To recap our call, we got you set up on your Workspace for your MGA account, and you were able to log in successfully.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:35:17.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T18:22:29.000+0000,005OH00000BFQFCYA5,2025-12-15T18:48:35.000+0000,005OH00000BFQFCYA5,2025-12-15T18:48:35.000+0000,(705)721-0450,,al.jones@ajwep.ca,(705)721-9840,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000howjBYAQ,False,,24537038,0035o000003YhwdAAC,0015o000004Bc0lAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T17:54:57.000+0000,False,False,005OH00000865wTYAQ,2025-12-15T17:54:57.000+0000,005OH00000865wTYAQ,2025-12-15T17:54:57.000+0000,005OH00000865wTYAQ,2025-12-15T17:54:57.000+0000,(604)562-4907,(604)562-4907,krishan@krizal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoxtqYAA,False,,24541898,003G0000018f6wQIAQ,0010A000002wOyIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application error- Redwood,Medium,"ASA-tricia mochulski- Calling on behalf of PAMELA LAVERS. they are working on simple protect application and getting error code- Redwood. KB0022199  Followed. Called assist line and escalated the issue to second level support.



Ashley - Escalated  INC1938170 to MAGNUM team as per - KB0022199

Email:
Hi Tricia,

Thank you for contacting the Workspace Support team regarding an erorr in Simple Protect.

As we discussed, I have submitted an incident to our digital partners so that they can urgently investigate towards resolving the issue.

We will provide an update as soon as we have more information.

Kind regards,
 
Ashley. S
Senior Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  


 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T19:14:32.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T18:58:28.000+0000,005OH00000BFiyTYAT,2025-12-15T19:49:42.000+0000,0055o000001h8zDAAQ,2025-12-15T19:49:42.000+0000,(403)265-3771,,plavers@thetowergroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hoyWXYAY,False,,24539372,0030A000001aikLQAQ,0010A000002wN1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:25:40.000+0000,False,False,005OH00000BTQdVYAX,2025-12-15T18:25:40.000+0000,005OH00000BTQdVYAX,2025-12-15T18:25:40.000+0000,005OH00000BTQdVYAX,2025-12-15T18:25:40.000+0000,(418)263-1333,(418) 998-0400,chretiengf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hozdwYAA,False,,24540814,003OH00000Bk3RCYAZ,001OH00000E6ge3YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:44:51.000+0000,False,False,005OH00000BTQdVYAX,2025-12-15T18:44:51.000+0000,005OH00000BTQdVYAX,2025-12-15T18:44:51.000+0000,005OH00000BTQdVYAX,2025-12-15T18:44:51.000+0000,(418)333-2788,,martin@sfrc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp0F4YAI,False,,24543501,003G000001IkUyXIAV,0010A000002wSBWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 15th, 2025 ***
User cannot access Workspace with verification code. Authenticated with rotation 2 and helped her disconnect and reconnect MFA with the chrome extension but it doe snot work.
=============
Bonjour Diane,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, nous n’avons pas réussi à connecter à l’extension Google Chrome Authenticator donc nous avons connecté votre compte à Google Authenticator et vous avez réussi à vous connecter à l’Espace Affaires.

C’était un plaisir de vous aider aujourd’hui à vous connecter à votre compte Espace Affaires. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-15T20:03:38.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-15T19:20:03.000+0000,005OH00000AbJ7aYAF,2025-12-15T20:03:38.000+0000,005OH00000AbJ7aYAF,2025-12-15T20:03:38.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp0mpYAA,False,,24539341,0030A0000029VmPQAU,0010A000002vveOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to access WS,Medium,"•	Reason for call: Locked out of WS
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Unlocked acc in SF and sent password reset link
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification 
===========================
Hello Dennis, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access your Workspace account via a password reset. 

Your voice matters. Let us know what you thought about the quality of service by filling out a brief survey. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:50:32.000+0000,False,False,005OH00000BFQFGYA5,2025-12-15T18:25:05.000+0000,005OH00000BFQFGYA5,2025-12-15T18:50:32.000+0000,005OH00000BFQFGYA5,2025-12-15T18:50:32.000+0000,(403)850-1511,,dennick@telus.net,(403)275-9408,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp0uwYAA,False,,24544264,0030A0000029hdWQAQ,0010A000002w5UBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup,Medium,"LAURA BARILE

Advisor needed help with MFA disconnect and setup new one. after authentication, assistance provided.

Hello Laura,

Thank you for calling workspace support team. It was a nice talking to you today.

In our today’s call, you needed assistance for disconnecting and setting up new authenticator. After authentication, I called you back and disconnected the authenticator. You were able to setup google authenticator and this allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T19:35:30.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T19:29:43.000+0000,005OH00000BFiyTYAT,2025-12-15T19:35:30.000+0000,005OH00000BFiyTYAT,2025-12-15T19:35:30.000+0000,(450)443-1616,(514) 865-2828,lbarile@sfmb.ca,(450)443-3613,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp1ZCYAY,False,,24538277,0030A0000029aPRQAY,0010A000002vzZ5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Assistance for creating illustrations,Medium,"PAUL P HARROP

advisor needed assistance for creating illustrations in PI. They are advised to contact their RSA

Hello Paul,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.

In our today’s call, you needed assistance with creating illustrations in product illustrations. Unfortunately, I can only assist you with technical inquiries related to workspace. Please contact your regional sales associate to get assistance on this. For insurance policies, you can contact Sylvie Tremblay at 514-878-6127 or send them an email at sylvie.tremblay@canadavie.com. For wealth policies, you can contact Martin Hamaoui at martin.hamaoui@canadalife.com. 

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:31:22.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T18:11:17.000+0000,005OH00000BFiyTYAT,2025-12-15T18:31:22.000+0000,005OH00000BFiyTYAT,2025-12-15T18:31:22.000+0000,(514)594-5858,,pnhfin@gmail.com,(514)587-2490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp1atYAA,False,,24543607,0030A0000029k75QAA,0010A000002w7UiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlock WS account,Medium,"•	Reason for call: Unlock WS account, connect authenticator 
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Unlocked account in SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification

=====================
Bonjour Robert, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T19:58:13.000+0000,False,False,005OH00000BFQFGYA5,2025-12-15T19:21:16.000+0000,005OH00000BFQFGYA5,2025-12-15T20:24:40.000+0000,005OH00000BFQFGYA5,2025-12-15T20:24:40.000+0000,(450)674-5497,,robert.carrier@pmesf.com,(450)674-3687,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp3SvYAI,False,,24538430,003OH00000Syv0DYAR,001OH00000ZHNSeYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Delegate access - ADSL,Medium,"*12/15*
----------------

Bejamin Silver

trying to figure out, create a delegate access in Advisor solutions. i have my own account that is created, we sent an email to Contract and licensing nov 13 sent another email on the 25th

*email*
----------------
Good afternoon Benjamin, 

Thank you for contacting the Workspace Support Team with your inquiry.

You sent an email too contracting and licensing on Nov 13th and again on Nov 25th and have not heard anything back. Unfortunately we do not have time frames on their response times or information on when your email will be answered. We thought it would be best to direct you too your Business Development Consultant, if you are unsure of who that is please reach out to your RSA located in the link below https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:33:18.000+0000,False,False,005OH000008919xYAA,2025-12-15T18:13:21.000+0000,005OH000008919xYAA,2025-12-15T18:33:18.000+0000,005OH000008919xYAA,2025-12-15T18:33:18.000+0000,(204)926-7588,,ben@wpg-plan.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp3mKYAQ,False,,24540250,0030A0000029aPRQAY,0010A000002vzZ5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Web Illustrator how too,Medium,"*12/15*
----------------

Paul Harrop

having trouble with the illustrations on workspace, i do not seem to be able to select the dollar amount of insurance. I am not familiar.  


*email*
----------------
Good afternoon Paul, 

Thank you for contacting the Workspace Support Team with your web illustration inquiry. 

You were having trouble with entering the dollar amount for insurance in the web illustrator tool and were looking for assistance with how to complete the illustration or this part of the illustration. The Workspace Support Team has very limited how-to information regarding applications, we are more for technical support within Workspace itself, we thought it would be better to direct your question towards your RSA or to this link for support https://www.acp.canadalife.com/more/technology/canada-life-illustrations-adsl.html. The RSA should be available from this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. If you have any other questions or concerns, please reply to this email or call us back.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:52:57.000+0000,False,False,005OH000008919xYAA,2025-12-15T18:37:31.000+0000,005OH000008919xYAA,2025-12-15T18:52:57.000+0000,005OH000008919xYAA,2025-12-15T18:52:57.000+0000,(514)594-5858,,pnhfin@gmail.com,(514)587-2490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp442YAA,False,,24539450,0030A000001aikLQAQ,0010A000002wN1PQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:26:44.000+0000,False,False,005OH00000BTQdVYAX,2025-12-15T18:26:44.000+0000,005OH00000BTQdVYAX,2025-12-15T18:26:44.000+0000,005OH00000BTQdVYAX,2025-12-15T18:26:44.000+0000,(418)263-1333,(418) 998-0400,chretiengf@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp4fEYAQ,False,,24544181,003OH00000M9ATJYA3,001OH00000QuqVBYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login/registration,Medium,"*12/15*
----------------

Esta balze 
pme7361
p3000
i am a primerica rep, trying to activate my workspace, everytime i get to the last step, it's getting an activation code 
p1234

does not know producer code, hard stop. 

*email*
----------------

Good afternoon Esther,

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted some assistance with your login/registration. Unfortunately, we could not authenticate you due to not being able to provide the correct advisor code. Once you have obtained this information, we should be able to assist you. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T22:36:36.000+0000,False,False,005OH000008919xYAA,2025-12-15T19:28:34.000+0000,005OH000008919xYAA,2025-12-15T22:36:36.000+0000,005OH000008919xYAA,2025-12-15T22:36:36.000+0000,(416)822-3731,,ebulze@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp5BXYAY,False,,24543700,0030A0000029hdWQAQ,0010A000002w5UBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup,Medium,"after authentication, calling the advisor back. case-Select 24544264",True,2025-12-15T20:00:54.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T19:22:12.000+0000,005OH00000BFiyTYAT,2025-12-15T20:01:22.000+0000,005OH00000BFiyTYAT,2025-12-15T20:01:22.000+0000,(450)443-1616,(514) 865-2828,lbarile@sfmb.ca,(450)443-3613,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp5D5YAI,False,,24541623,003OH00000M94kYYAR,001OH00000Qur83YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Workspace Registration -  INC1933617,Medium,"Unable to register successfully, case was already escalated  with  INC1933617 - Tried to do the steps as per DAS advise but still no good. Called Assist, Rachele will re escalate the issue with Jason who sent out the escalation",True,2025-12-15T19:27:35.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T18:54:54.000+0000,005OH00000BFPZHYA5,2025-12-15T19:27:35.000+0000,005OH00000BFPZHYA5,2025-12-15T19:27:35.000+0000,(519)317-8045,,rhoggard@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp6FcYAI,False,,24546851,0030A0000029fZ6QAI,0010A000002w3iqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Regristration,Medium,"User wants assistance signing into Workspace, directed user to register for Workspace. 

Email: melanie@wadefinancial.ca 
Code: E1196
User: MELANIEWADE 

**************************************************************
Good afternoon, Melanie

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with successfully registering for your Workspace account. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:11:18.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T20:03:54.000+0000,005OH00000BG5v4YAD,2025-12-15T20:11:18.000+0000,005OH00000BG5v4YAD,2025-12-15T20:11:18.000+0000,(587)524-5122,(780) 297-1237,melanie@wadefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp82nYAA,False,,24539461,003G0000018f6iLIAQ,0010A000002wOiaQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:26:51.000+0000,False,False,005OH000002N6huYAC,2025-12-15T18:26:51.000+0000,005OH000002N6huYAC,2025-12-15T18:26:52.000+0000,005OH000002N6huYAC,2025-12-15T18:26:52.000+0000,(514)931-4242X4238,(514) 699-5220,jessica.laoun@elevationsfinancieres.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp8kPYAQ,False,,24547703,0030A0000029jvSQAQ,0010A000002w7LQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issue and Email Change,Medium,"Workspace Login Issue and Email Change

KB0017399
User needed help to login. Sent them a password reset email to help the login.

Bonjour Jean-Guy, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Je suis content de vous avoir aider à accéder à votre compte Espace affaires. 

J’ai joint le guide pdf pour vous aider à créer la liste de vos clients. 

Si jamais vous avez des questions ou d’autres problèmes, n’hesitez pas a recommuniquer avec nous. 

Bonne journée!

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:15:28.000+0000,False,False,0055o000001zVCKAA2,2025-12-15T20:15:28.000+0000,0055o000001zVCKAA2,2025-12-22T15:29:01.000+0000,0055o000001zVCKAA2,2025-12-22T15:29:01.000+0000,(418)261-5288,,jgtremblay@assurancesjgt.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp9uvYAA,False,,24539789,003OH00000M91LWYAZ,001OH00000QuxDEYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,# Primerica MFA Disconnect and setup,Medium,"JIN YIP KONG  

KB0023469  ,KB0023523  
Advisor needed assistance for disconnecting MFA and setup new one. after authentication, assistance provided.

Hello Jin,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with setting up new authenticator and disconnecting current MFA. After authentication, I removed MFA from your account and we setup new one. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T18:47:42.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T18:31:29.000+0000,005OH00000BFiyTYAT,2025-12-15T18:48:22.000+0000,005OH00000BFiyTYAT,2025-12-15T18:48:22.000+0000,(778)384-5545,,jinyipkong@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hp9waYAA,False,,24543987,0030A0000029VD5QAM,0010A000002vvBzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA issue,Medium,"****DDS****12/15/25 

Call transferred from SD - User was unable to setup MFA
Authenticated user as per KB0021888 - user was able to link Microsoft MFA to their WS account and signed in successfully
 
============================================================================================= 
 
****Email Chain****

Bonjour Camille,

C’est Lawrie pour un petit suivi sur notre appel.

Je suis contente d’avoir pu vous aider à relier votre authentificateur Microsoft avec votre compte Espace Affaires. Vous avez pu vous connecter, vous déconnecter et vous reconnecter à votre compte Espace Affaire avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T19:37:26.000+0000,False,False,005OH0000097FtCYAU,2025-12-15T19:25:53.000+0000,005OH0000097FtCYAU,2025-12-15T19:52:54.000+0000,005OH0000097FtCYAU,2025-12-15T19:52:54.000+0000,(418)840-1188X2322,,lisa.faucher@promutuelcsf.ca,(840)840-4120,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpARHYA2,False,,24548653,003G0000018f6ygIAA,001OH00000DR6jNYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:28:13.000+0000,False,False,005OH0000030c5BYAQ,2025-12-15T20:28:13.000+0000,005OH0000030c5BYAQ,2025-12-15T20:28:14.000+0000,005OH0000030c5BYAQ,2025-12-15T20:28:14.000+0000,(613)777-0797,(613) 483-1224,michael@caldwelladvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpAZNYA2,False,,24544026,003OH00000YvpoeYAB,001OH00000iX8YaYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:26:32.000+0000,False,False,0055o000002DK5fAAG,2025-12-15T19:26:32.000+0000,0055o000002DK5fAAG,2025-12-15T19:26:32.000+0000,0055o000002DK5fAAG,2025-12-15T19:26:32.000+0000,(905)474-9360,,stephen.cho@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpBALYA2,False,,24540051,0035o000006ZLBxAAO,0015o0000075juMAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:34:55.000+0000,False,False,005OH000006owoYYAQ,2025-12-15T18:34:55.000+0000,005OH000006owoYYAQ,2025-12-15T18:34:55.000+0000,005OH000006owoYYAQ,2025-12-15T18:34:55.000+0000,(306)251-0208,,kayla@melloinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpDgoYAE,False,,24542716,003OH000004WshRYAS,001OH000005kziTYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1282,Medium,"KB0020561 - User receiving error message, advised them to reset password through self guided option. 

Email: robert.mcdonald@herodfinancial.com 

*****************************************************************
Good afternoon, Robert
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today with Workspace login!
 
I'm glad I was able to assist you by directing you to the self guided option to reset your password to sign in to Workspace successfully. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T19:15:24.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T19:09:58.000+0000,005OH00000BG5v4YAD,2025-12-15T19:15:24.000+0000,005OH00000BG5v4YAD,2025-12-15T19:15:24.000+0000,(705)741-5287,,robert.mcdonald@herodfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpDqbYAE,False,,24545807,0031600002cyORLAA2,0010A000002wOLbQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:49:58.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T19:49:58.000+0000,0050A000000WjqvQAC,2025-12-15T19:49:59.000+0000,0050A000000WjqvQAC,2025-12-15T19:49:59.000+0000,(613) 232-4577 x111,(613) 618-3441,nbusa@nbfminc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpF5uYAE,False,,24541542,003OH00000QVidoYAD,001OH00000WG1DwYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:53:55.000+0000,False,False,005OH0000030c5BYAQ,2025-12-15T18:53:55.000+0000,005OH0000030c5BYAQ,2025-12-15T18:53:56.000+0000,005OH0000030c5BYAQ,2025-12-15T18:53:56.000+0000,(613)258-9150,,pierre.joanette@consilio.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpFp4YAE,False,,24541255,0030A0000029ng6QAA,0010A000002wAVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing beneficiary in Workspace,Medium,"Missing beneficiary in Workspace

Thank you
I can see it now also.
Susan


Hi Susan, 

Thank you for contacting Workspace Support.  

Perhaps this was a temporary issue. I can now see the beneficiary in Workspace for this policy: 

 

Don’t hesitate to send us an email should this issue reoccurs. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Susan Carscadden-Mifsud <susan@ianmoyer.com> 
Sent: Thursday, December 11, 2025 8:25 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] LIF 411277817

Hello LIF 411277817 was recently opened for our client John Ferguson. On Workspace, there is no indication that there is a beneficiary on this policy. Client service says the beneficiary is on the policy Can you please explain why this is not
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello

LIF 411277817 was recently opened for our client John Ferguson.

On Workspace, there is no indication that there is a beneficiary on this policy.  
Client service says the beneficiary is on the policy

Can you please explain why this is not showing on workspace?
Thank you
Susan


________________________

Susan Carscadden-Mifsud
Licensed Financial Service Assistant
________________________________

** Effective Nov 1, 2023 our new location is 45 King Street West Ingersoll, ON**


Quadrus Investment Services Ltd.

 

Ian C. Moyer Insurance Agency 
45 King St. W
Ingersoll, ON N5C 2J7
Ph.    519-485-5801
TF.    800-565-5444
Fax.    519-425-1207
www.ianmoyer.com


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-15T18:50:22.000+0000,False,False,0055o000001zVCKAA2,2025-12-15T18:50:22.000+0000,0055o000001zVCKAA2,2025-12-15T19:26:07.000+0000,0055o000001zVCKAA2,2025-12-15T19:26:07.000+0000,(519)485-5801,,susan@ianmoyer.com,(519)425-1207,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpGErYAM,False,,24541049,0030A0000029dNeQAI,0010A000002w1vvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:47:45.000+0000,False,False,0055o000002DK5fAAG,2025-12-15T18:47:45.000+0000,0055o000002DK5fAAG,2025-12-15T18:47:45.000+0000,0055o000002DK5fAAG,2025-12-15T18:47:45.000+0000,(905)212-6558,,andriy.bejnar@ipcc.ca,(844)754-7305,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpGhzYAE,False,,24544986,0030A0000029nSLQAY,0010A000002wAJXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:39:22.000+0000,False,False,005OH000004oiYEYAY,2025-12-15T19:39:22.000+0000,005OH000004oiYEYAY,2025-12-15T19:39:23.000+0000,005OH000004oiYEYAY,2025-12-15T19:39:23.000+0000,(519)659-0966,,kevlock@sympatico.ca,(519)659-9957,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpGzoYAE,False,,24547158,0030A0000029cmOQAQ,0010A000002w1OmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:08:03.000+0000,False,False,00516000007Qeg2AAC,2025-12-15T20:08:03.000+0000,00516000007Qeg2AAC,2025-12-15T20:08:03.000+0000,00516000007Qeg2AAC,2025-12-15T20:08:03.000+0000,(905)690-3667X243,905 577 3859,d.munro@bellnet.ca,(905)690-3533,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpHffYAE,False,,24545787,0030A000002ABUtQAO,0010A000002wiAhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,Workspace login issue,Medium,"****DDS****12/15/25 

User left a VM:
Oui, bonjour, s'il vous plaît, rappelez Line Boivin au 4188017863. J'aimerais parler à un technicien, j'ai de la difficulté là avec la plateforme de Canada V pour me brancher.
 As per the new process for authentication, user was advised to call us to assist with login issue
============================================================================================= 
 
****Email Chain****

Bonjour Line,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès.
 
 Pour vous aider, nous devons communiquer avec vous directement par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T22:20:38.000+0000,False,False,005OH0000097FtCYAU,2025-12-15T19:49:42.000+0000,005OH0000097FtCYAU,2025-12-15T22:23:27.000+0000,005OH0000097FtCYAU,2025-12-15T22:23:27.000+0000,(418)801-7863,(418) 558-1854,info@tauxdirect.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpI3mYAE,False,,24546825,0030A0000029ow7QAA,0010A000002wBVaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Assistance,Medium,"NAME: KEVIN SCOTT HARDING 
ADVISOR OR SUPPORT STAFF: 
ADVISOR CODE: 00211
PHONE: 
EMAIL: scott@hardingfinancial.ca 
 
ISSUE: 
User is trying to log into their account but having issues with verification
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User is waiting for an email but they need to check their authenticator app.  
 
TROUBLESHOOTING/RESOLUTION:
Advised user to check their phone to see if they have an authenticator app.
User found their authenticator app and confirmed that workspace was on there.
They were able to use the code there to log in successfully
 
EMAIL:
 
--------------------------------------***DDS DEC/15/2025***-------------------------- 
No email sent.
User self resolved the issue",True,2025-12-15T20:08:34.000+0000,False,False,005OH00000BGf2TYAT,2025-12-15T20:03:36.000+0000,005OH00000BGf2TYAT,2025-12-15T20:08:34.000+0000,005OH00000BGf2TYAT,2025-12-15T20:08:34.000+0000,(709)757-4226,,scott@hardingfinancial.ca,(709)757-4201,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpIiBYAU,False,,24547595,0030A0000029dWVQAY,0010A000002w22MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - MFA,Medium,"KB0016709 - Assisted to set up Chrome MFA

Email gerrymr17@gmail.com 
Code: B6212

****************************************************************************
Good afternoon, Gerald

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you with setting up your MFA for Workspace. During Workspace login it will now request a confirmation through the Chrome authenticator.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:22:23.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T20:13:57.000+0000,005OH00000BG5v4YAD,2025-12-15T20:22:34.000+0000,005OH00000BG5v4YAD,2025-12-15T20:22:34.000+0000,(778)989-5575,(778) 989-5575,gerrymr17@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpJSrYAM,False,,24541733,0030A0000029dKwQAI,0010A000002w1tmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T18:56:20.000+0000,False,False,005G0000002gxxjIAA,2025-12-15T18:56:20.000+0000,005G0000002gxxjIAA,2025-12-15T18:56:20.000+0000,005G0000002gxxjIAA,2025-12-15T18:56:20.000+0000,(514)483-2070,,denis.st-hilaire@sfl.ca,(514)493-6638,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpJrAYAU,False,,24546312,0035o000006nNLBAA2,0015o000007OMmFAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor is having issues accessing investment center.
***********
Hi Kris , thank you for contacting workspace support today.

You shared concerns about investment statements for your clients including a fax number that’s not yours. Charlene and Bruce should be able to assist you with corrections.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:05:30.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T19:56:55.000+0000,005OH00000BFQFCYA5,2025-12-15T20:19:26.000+0000,005OH00000BFQFCYA5,2025-12-15T20:19:26.000+0000,(780)238-6064,(780) 238-6064,kris@prospericfinancial.ca,(780)429-1353,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpJuRYAU,False,,24547057,003G0000018f7jMIAQ,0010A000002wPpkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration INC1938308,Medium,"*** DDS 16DEC2025 ***
correction made, advised user they can proceed with registration

NATASCHA DHILLON

INC1938308 - submitted to have ISAM security group corrected

ASA needed help for workspace registration. After authentication, changed the password for user id. Then they were prompted to put the advisor code. They have incorrect security group setup. Called assist line and issue has been escalated to the 2nd level support.

----------------------------------EMAIL CHAIN:
Good morning Natascha,

We have heard back from our Digital Hub team, your User ID security group has been corrected, and you should now be able to complete your Workspace account registration without being prompted to enter an agent code. Please let me know if you run into any issues with completing your registration or if you have any questions.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
----------------------------
Hello Natascha,

Thank you for contacting Workspace Support regarding your Advisor Solutions Workspace account registration. As we discussed on our call, I have escalated the issue to our Digital Hub team to have your User ID security groups corrected and as soon as I hear back from the team that the issue has been resolved, we will follow up to make sure you are able to complete your account registration successfully.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:29:37.000+0000,False,False,005OH000006wv2TYAQ,2025-12-15T20:06:44.000+0000,005OH00000BFiyTYAT,2025-12-16T16:46:31.000+0000,005OH000006wv2TYAQ,2025-12-16T16:46:31.000+0000,(877) 417-6735 x1,(905) 933-8806,dan.millar@benefitpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpK5bYAE,False,,24542563,003OH00000HeR9RYAV,001OH00000LkMg4YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:07:40.000+0000,False,False,005OH000003ds0PYAQ,2025-12-15T19:07:40.000+0000,005OH000003ds0PYAQ,2025-12-15T19:07:41.000+0000,005OH000003ds0PYAQ,2025-12-15T19:07:41.000+0000,(905)621-1468,,steve.badali@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpKC3YAM,False,,24543001,0030A0000029fcgQAA,0010A000002w3lIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset password,Medium,"***DDS*** 12/15/25
Name:   Taylor Black   Peter jobe    Donald Jobe
Phone:  506-204-9200
Agent code: W5632
Reference: KB0023420  

Hello, 

Thank you for contacting Workspace Support today regarding user id Password reset.

To recap our cal today:
We reset the user id password,
Had to reset it agin though Workspace
After a few attempts we were able to reset Tish’s LL password and Tish tried Product illistrations.
Trish is now able to access 

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-15T19:48:15.000+0000,False,False,005OH00000BGeeHYAT,2025-12-15T19:13:08.000+0000,005OH00000BGeeHYAT,2025-12-15T20:18:59.000+0000,005OH00000BGeeHYAT,2025-12-15T20:18:59.000+0000,(506)204-9200,,peter@jfmi.ca,(506)204-9215,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpKbsYAE,False,,24543781,0030A0000029e3DQAQ,0010A000002w2SoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Old application,Medium,"KB0021223  - User is inquiring for a rating of an application that a client declined a year back. 
Emailed New Business coordinator regarding this inquiry. 

Email: robert.johnston@ig.ca 
Code: 78163
Application: 60829536-4 

********************************************************************


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 15, 2025 2:47 PM
To: robert.johnston@ig.ca
Subject: Workspace Support C24543781- Simple Protect Application 

Good afternoon, Robert 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the application previously submitted!
 
As indicated, I have sent an email to your New Business coordinator at NBInquiry.Team8@canadalife.com requesting the rating of the application. If you have further questions regarding this, you can also contact the new business leader, Amanda Strong at 1-306-751-6656. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


****************************************************************************


From: NBInquiry.Team8 <NBInquiry.Team8@canadalife.com> 
Sent: December 17, 2025 1:40 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: robert.johnston@ig.ca
Subject: RE: Workspace Support C24543781- Simple Protect Application 

Hello,

I have sent a separate email to Robert directly, outlining the reason for the rating in 2024.

Thanks, 


Amanda Strong (she/her)
Associate Manager  |  Insurance Operations, New Business
amanda.strong@canadalife.com  |  306-751-6656

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 15, 2025 1:47 PM
To: NBInquiry.Team8 <NBInquiry.Team8@canadalife.com>
Cc: robert.johnston@ig.ca
Subject: Workspace Support C24543781- Simple Protect Application 

Good afternoon, 

Advisor Robert Johnston (Code: 78163) had submitted an insurance application for a client last year. The client declined the insurance; can we please get the details of the raring for the declined application if possible. (Application # 60829536-4) 

Thank you for your assistance! 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T19:45:42.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T19:23:26.000+0000,005OH00000BG5v4YAD,2025-12-17T19:10:25.000+0000,005OH00000BG5v4YAD,2025-12-17T19:10:25.000+0000,(705)719-6773,,robert.johnston@ig.ca,(705)719-6774,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpKf7YAE,False,,24544237,0031600002RdwigAAB,0010A000002wNtdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy details in Workspace,Medium,"****DDS****12/15/25 

User is unable to access policy# 69094519T - logged in as user and noticed the policy has an active and a transferred status
Advised user to select the asset name with the active status to view the policy details page
referred user to Contracts&Licensing for inquiries on ownership change.
 
============================================================================================= 
 
****Email Chain****

Hello Marie-Helene,

We received your inquiry regarding the missing policy details for policy# 69094519T.

To access the details of this policy, enter the policy number in the global search bar on the right side of the screen and select the asset name with the status “Active”.  For requests on ownership changes, please reach out to Contracts & Licensing via email: canadalife.contracts&licensing@canadalife.com. 



 



We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Marson, Dustin <Dustin.Marson@canadalife.com> 
Sent: December 12, 2025 8:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Lanoix-Verreault, Marie-Helene <mariehelene@sigouinfinancial.com>
Subject: FW: Policy to place no. 69094519T (Annie Bourdage & Sylvain Leduc)
Importance: High

Hello Workspace team,

Could you please see Marie-Helene’s inquiry below and assist us with locating this policy?

Thank you,

Dustin Marson
New Business Co-ordinator | New Business Underwriting and Operations
Phone: 1-855-552-3544 | 1-226-773-6443 dustin.marson@canadalife.com 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Marie-Helene Lanoix-Verreault <mariehelene@sigouinfinancial.com> 
Sent: December 12, 2025 9:57 AM
To: Marson, Dustin <Dustin.Marson@canadalife.com>
Subject: [EXT] RE: Policy to place no. 69094519T (Annie Bourdage & Sylvain Leduc)

Hello Dustin, Do you know why this policy is still not coming up on Workspace? I had also submitted an Ownership change to Leduc Management Inc. but that name is also not found on Workspace. Let me know what you can see at your end. Thanks!
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Dustin,
 
Do you know why this policy is still not coming up on Workspace?
 
 
 
I had also submitted an Ownership change to Leduc Management Inc. but that name is also not found on Workspace.
 
Let me know what you can see at your end.
 
Thanks!
 
 
Marie-Helene Lanoix-Verreault
Financial Planner
 
 
904 George Street PO Box 1270
Hearst, ON Canada P0L 1N0
Office 705-372-6000
Fax 705-372-6004
www.sigouinfinancial.com
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
From: Marson, Dustin <Dustin.Marson@canadalife.com> 
Sent: December 3, 2025 9:27 AM
To: Marie-Helene Lanoix-Verreault <mariehelene@sigouinfinancial.com>; Placing Requirements - Canada Life <policyplacing@canadalife.com>
Subject: RE: Policy to place no. 69094519T (Annie Bourdage & Sylvain Leduc)
 
Hi Marie-Helene,
 
The policy is showing as in-force and paid to date. The draw date is the 3rd, so a debit will take place tonight to push the policy to January.
 
Please let me know if you have any questions.
 
Thank you and have a great day!
 
Dustin Marson
New Business Co-ordinator | New Business Underwriting and Operations
Phone: 1-855-552-3544 | 1-226-773-6443 dustin.marson@canadalife.com 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
From: Marie-Helene Lanoix-Verreault <mariehelene@sigouinfinancial.com> 
Sent: December 1, 2025 11:35 AM
To: Placing Requirements - Canada Life <policyplacing@canadalife.com>; Marson, Dustin <Dustin.Marson@canadalife.com>
Subject: [EXT] FW: Policy to place no. 69094519T (Annie Bourdage & Sylvain Leduc)
 
Hello Policy Placing/Dustin, What is the status of placing this policy that I submitted to placing November 20th, 2025? Thanks Marie-Helene Lanoix-Verreault Financial Planner 904 George Street PO Box 1270 Hearst, ON Canada P0L 1N0 Office 705-372-6000
Hello Policy Placing/Dustin,

What is the status of placing this policy that I submitted to placing November 20th, 2025?
 
Thanks
 
Marie-Helene Lanoix-Verreault
Financial Planner
 
 
904 George Street PO Box 1270
Hearst, ON Canada P0L 1N0
Office 705-372-6000
Fax 705-372-6004
www.sigouinfinancial.com
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
From: Marie-Helene Lanoix-Verreault 
Sent: November 20, 2025 11:57 AM
To: Placing Requirements - Canada Life <policyplacing@canadalife.com>
Subject: Policy to place no. 69094519T (Annie Bourdage & Sylvain Leduc)
 
Hello,
 
Please see attached signed AOPR,  EFT and Void cheque to place policy no. 69094519T.
 
Once placed, please forward Title Change and PAD to proper department for processing.

Thank you
 
 
 
Marie-Helene Lanoix-Verreault, CFP® 
Financial Planner 

 
904 George Street Po Box 1270
Hearst, ON Canada P0L 1N0
Office 705-372-6000
Fax 705-372-6004
 
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-15T19:29:19.000+0000,False,False,005OH0000097FtCYAU,2025-12-15T19:29:19.000+0000,005OH0000097FtCYAU,2025-12-15T19:59:33.000+0000,005OH0000097FtCYAU,2025-12-15T19:59:33.000+0000,(705)372-6000,(705) 362-5931,mariehelene@sigouinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpKyaYAE,False,,24547821,0030A000003z35tQAA,0010A000004kn1nQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:17:18.000+0000,False,False,00516000007Qeg2AAC,2025-12-15T20:17:18.000+0000,00516000007Qeg2AAC,2025-12-15T20:17:18.000+0000,00516000007Qeg2AAC,2025-12-15T20:17:18.000+0000,(905)754-3546,(416) 716-3707,financial.syl@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpLJSYA2,False,,24544928,0030A0000029jS9QAI,0010A000002w6yIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,"report provided 

**EMAIL**

Hi Robert,

As mentioned in my previous email, please see below for your password-protected Excel file:
SR23QCDLS5


Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.

Good afternoon Robert,

Please find the attached file of the requested 3377-A078 Wealth Client Listings – Generations information. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good day Nick,

Please note this request is now complete and sent to the advisor directly, Robert.McIntosh@IPCC.CA.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 9, 2025 3:53 PM
To: Hood, Nicholas <Nicholas.Hood@canadalife.com>
Subject: RE: [EXT] Robert McIntosh code 3377-A078 (B2481) /Case24405831

Good afternoon Nick,

I have reached out to our data provider to look into this custom request. Please note once I receive an update, I will reach out to the advisor directly due to client sensitive data and security protocols.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Hood, Nicholas 
Sent: December 9, 2025 9:37 AM
To: Wealth Reporting Support 
Subject: FW: [EXT] Robert McIntosh code 3377-A078 (B2481)

Hello,

Can you please assist Robert with his request?

Thanks,

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Nick Hood (he/him)
Customer Service Specialist | Canadian Operations - Wealth
Nicholas.Hood@canadalife.com | 226-316-1203

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Robert Mcintosh 
Sent: December 8, 2025 5:53 PM
To: Hood, Nicholas 
Subject: [EXT] Robert McIntosh code 3377-A078 (B2481)

Good evening Nick, I hope all is well. Could you please give me a list of my generation clients remaining To see if it is to there advantage to do a reset. The same type of list you did for me in the past. It would be greatly appreciated. Kind
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Good evening Nick,
I hope all is well.
Could you please give me a list of my generation clients remaining 
To see if it is to there advantage to do a reset.
The same type of list you did for me in the past.
It would be greatly appreciated.
Kind regards 
Thanks
Robbie.
Sent from my iPad



Hi, 

Report U1408 Advisor Book of Business by Investment Class_WD McIntosh, R U0000015163 is available now in the Ad-Hoc Folder.

Thanks,

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: December 9, 2025 3:49 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID330

Item ID330 has been added Chen, Carmen 12/9/2025 2: 48 PM Source System: Other Is this request in relation to a new or existing report?: New If development is in relation to an existing Report please provide the name and scan code of the existing
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 Item ID330 has been added
		
 
Chen, Carmen
12/9/2025 2:48 PM
Source System:	Other 

Is this request in relation to a new or existing report?:	New 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Client Listing - Generations Info 

Column Requirements :	Advisor is looking for this: ""Could you please give me a list of my generation clients remaining 
To see if it is to there advantage to do a reset."" 
3377-A078 B2481 

Column and data filer requirements :	Advisor is looking for this: ""Could you please give me a list of my generation clients remaining 
To see if it is to there advantage to do a reset."" 
3377-A078 B2481 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/12/2025 

Requestor Name and Organization :	ROBERT MCINTOSH, IPC ESTATE SERVICES INC (SFINA) 

MI Specialist:	

Report Purpose - Business Use :	Advisor is looking for this: ""Could you please give me a list of my generation clients remaining 
To see if it is to there advantage to do a reset."" 
3377-A078 B2481 

Advisor Name:	ROBERT MCINTOSH 

Dealer Code:	3377-A078, B2481, U0000015163 

Rep Code as it appears in Unitrax:	3377-A078, B2481, U0000015163 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist",True,2025-12-15T19:38:38.000+0000,False,False,005OH0000071DK9YAM,2025-12-15T19:38:38.000+0000,005OH0000071DK9YAM,2025-12-15T19:40:19.000+0000,005OH0000071DK9YAM,2025-12-15T19:40:19.000+0000,(514)620-0051,(514) 843-3960,robert.mcintosh@ipcc.ca,(514)620-8967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpNYAYA2,False,,24546283,0030A00000279pHQAQ,0010A000002wN2kQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:56:36.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T19:56:36.000+0000,0050A000000WjqvQAC,2025-12-15T19:56:37.000+0000,0050A000000WjqvQAC,2025-12-15T19:56:37.000+0000,(613)591-0337,(613) 857-2399,corey.butler@ecivda.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpO7cYAE,False,,24544531,003OH00000SXZobYAH,001OH00000Yk6bvYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace MGA Account Registration,Medium,"Workspace MGA Account Registration

Hi Andrew, 

Thank you for contacting Workspace Support.  

To access your Workspace account you must first register to your User ID and then you will be able to register to your Workspace (48 business hours after the creation of your User ID). 

Below you’ll find instructions for obtaining both types of access.

How to obtain a User ID
Before you can access your Workspace account, you will l need to register for your User ID. You will need an activation code.

To obtain your activation code, please send an email to distribution_methodology@canadalife.com. Be sure to mention that you’re requesting a User ID, and they’ll be able to assist you with any questions about the process. Tell them you need a User ID for your Workspace account. 

Once you’ve received your activation code and the other necessary information from the Distribution Methodology department at Canada Life, please use the following link to complete your registration:
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/TermsAndConditionsSetup.do 

How to register to a Workspace account

Once registered, you will need to wait 48 business hours before they can proceed with registering for their Workspace account.

To complete your registration, please follow this link: https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 

You will be able to choose the email of your choice for your Workspace account. 

If you have any questions related to registering for your Workspace account, send us an email once you reach this step and we will be glad to assist you. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 




From: Kelso Beggs <KBeggs@ppi.ca> 
Sent: Friday, December 12, 2025 12:42 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Andrew Vuk <andrew.vuk@wellington-altus.ca>; Kat Elliott <kathleen.elliott@wellington-altus.ca>
Subject: [EXT] Support with Workspace access - Andrew Vuk - H7633

Hi @CL Workspace Support , I hope the week’s been good! Would you be able to help Andrew and Kat (copied) with setting up Andrew’s Workspace login? I don’t believe he’s ever had a RepNet ID but he can’t locate any welcome email from you. He
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Hi @CL Workspace Support ,

I hope the week’s been good!

Would you be able to help Andrew and Kat (copied) with setting up Andrew’s Workspace login?  I don’t believe he’s ever had a RepNet ID but he can’t locate any welcome email from you.

He has his first Canada Life Par case ready to write asap.

Many thanks in advance
Kelso

Kelso Beggs, CFP®
Regional Director, Strategic Relationships – Ontario
We are excited to share our new tagline, ""The advisor’s premier partner for insurance,"" reflecting PPI’s commitment to excellence and our dedication to becoming an indispensable partner in your business.

Book a meeting with me
 
PPI
647-497-5526 Direct
647-203-0620 Cell
kbeggs@ppi.ca

2235 Sheppard Avenue East
Suite 1000
Toronto, Ontario  M2J 5B5
www.ppi.ca

This is a confidential message which may be privileged. Unauthorized use/disclosure is prohibited. If this email was received in error, please go to www.ppi.ca/edisclaimer.html for instructions.
Le présent message est confidentiel et peut être protégé par le secret professionnel. Toute utilisation ou divulgation non autorisée est interdite. Si vous avez reçu le présent courriel par erreur, veuillez vous rendre sur le site www.ppi.ca/edisclaimer.html pour obtenir des directives. Code: $SGN98473",True,2025-12-15T19:33:20.000+0000,False,False,0055o000001zVCKAA2,2025-12-15T19:33:20.000+0000,0055o000001zVCKAA2,2025-12-15T19:33:58.000+0000,0055o000001zVCKAA2,2025-12-15T19:33:58.000+0000,(289)812-1074,,andrew.vuk@wellington-altus.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpOKbYAM,False,,24548376,003OH00000M9ATJYA3,001OH00000QuqVBYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"KB0023476  - User is indicating that they have not received the activation code that is being sent to her email.
KB0023629 - user was able to reset password through self-guided option

Email: ebulze@primerica.com 
Code: P7361

*****************************************************************
Good afternoon, Esther

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with registering for your Workspace account so you can successfully sign in. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:27:47.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T20:24:36.000+0000,005OH00000BG5v4YAD,2025-12-15T21:18:10.000+0000,005OH00000BG5v4YAD,2025-12-15T21:18:10.000+0000,(416)822-3731,,ebulze@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
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500OH00000hpPDNYA2,False,,24546391,0030A000001aTFmQAM,0010A000002wN0xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:58:02.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T19:58:02.000+0000,0050A000000WjqvQAC,2025-12-15T19:58:03.000+0000,0050A000000WjqvQAC,2025-12-15T19:58:03.000+0000,(613)937-7755,(613) 937-7755,brandonbrisbois@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpQFtYAM,False,,24544566,003OH00000C5jYlYAJ,001OH00000EWHp7YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Broken link,Medium,"SUSAN MARSHALL

Advisor is trying to access https://www.acp.canadalife.com/product-resources/individual-health.html in workspace account but nothing pulls up. They are advised to contact plan direct/freedom to choose - 1-800-565-4066. also I have sent an email to advisor content hub with the link. member is CC'd in that email.
  Hello Susan,

Thank you for calling workspace support team. It was a nice talking to you today.

In our today’s call, you were trying to access Brochure, but the link was not working. To get a copy of the brochure, please contact 
plan direct/freedom to choose at 1-800-565-4066. I have also sent an email to advisor content hub so they can investigate it for you.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello there, 

I hope you are doing well. Advisor is trying to access this link https://www.acp.canadalife.com/product-resources/individual-health.html in workspace account for individual products but nothing opens up. Can we please investigate this.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T19:59:42.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T19:33:53.000+0000,005OH00000BFiyTYAT,2025-12-15T19:59:42.000+0000,005OH00000BFiyTYAT,2025-12-15T19:59:42.000+0000,(403)818-4053,(587) 500-3453,smarshall@harbourfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpQapYAE,False,,24544917,003OH00000Ye0FXYAZ,001OH00000hxHDsYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:38:26.000+0000,False,False,005G0000002gxxjIAA,2025-12-15T19:38:26.000+0000,005G0000002gxxjIAA,2025-12-15T19:38:27.000+0000,005G0000002gxxjIAA,2025-12-15T19:38:27.000+0000,(514)822-4270,438-855-3294,haythem.abid@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpQvpYAE,False,,24545582,0030A0000029f1jQAA,0010A000002w3FoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to register to Workspace MGA,Medium,"How to register to Workspace MGA

Hi Alice and Maurice, 

Thank you for contacting Workspace Support.  

Maurice has registered to their Workspace Direct account but not to their Workspace MGA account. The W5754 code they are seeing in Simple Protect and New Business Web app is tied to their Workspace Direct account. 

To be able to submit an insurance application using their B1606 code, they will need to register to their Workspace MGA account. 

There are two registrations required to access Workspace MGA accounts: 

•	User ID registration (this step already has been done)
•	Workspace account registration (this step hasn’t been done yet). 

You will find below the instructions on how to register to your Workspace account MGA account. 

You will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
•	Your MGA comp code
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do

If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 

I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example if my User ID is Newuser1, I would input Newuser1@clext
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
•	Go to this url: https://workspace.canadalife.com/registration 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en

If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting and we will schedule a call to help you. 

Have a wonderful day. 

Thank you for your patience while I was working in your case. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback: complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
Hi there,
I’m just following up on this. The broker is waiting to submit the app.
Thank you,
Alice




From: Prasla, Sahanaz <Sahanaz.Prasla@canadalife.com> 
Sent: Friday, December 12, 2025 12:04 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Laforteza, Alice <alice.laforteza@hubfinancial.com>; Soika, Jordan <Jordan.Soika@canadalife.com>
Subject: FW: Urgent: Unable to use code on e-app

Hello,
Please see below email from MGA and kindly assist.

Thank you,

Sahanaz Prasla, (she/her) 
Contracts Specialist | Compensation and Contracting Operations
sahanaz.prasla@canadalife.com| 647-952-3174

 

Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Laforteza, Alice <alice.laforteza@hubfinancial.com> 
Sent: December 12, 2025 10:00 AM
To: Prasla, Sahanaz <Sahanaz.Prasla@canadalife.com>
Cc: Soika, Jordan <Jordan.Soika@canadalife.com>
Subject: FW: Urgent: Unable to use code on e-app

Hi Sahanaz, As Jordan is out of the office today, could you please assist me with the below? Thank you, Alice Risk & Insurance | Employee Benefits | Retirement & Private Wealth Ready for tomorrow. Alice Laforteza AVP - Central Operations
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Sahanaz,

As Jordan is out of the office today, could you please assist me with the below? 

Thank you,
Alice
 
Risk & Insurance | Employee Benefits | Retirement & Private Wealth
Ready for tomorrow.
 
Alice Laforteza
AVP - Central Operations


From: Laforteza, Alice 
Sent: Friday, December 12, 2025 9:55 AM
To: Soika, Jordan <jordan.soika@canadalife.com>
Subject: Urgent: Unable to use code on e-app

Hi Jordan,

Happy Friday! 

I’m hoping you can help me with this asap. Our broker, Moe G. Mailloux / Moe Mailloux Financial Services Inc. is trying to submit an e-app but their code is not coming up in the drop down anymore. Their code is B1606 which is active and has been for a long time. 

They provided the attached screenshot. It now shows a code of W5754 which is not a code they are familiar with. 

Can you please look into it asap and let us know why their code B1606 can’t be used? They are waiting for this to be resolved so they can submit the business.  

Thank you!
Alice
 
Risk & Insurance | Employee Benefits | Retirement & Private Wealth
Ready for tomorrow.
 
Alice Laforteza
AVP - Central Operations



HUB Financial Inc.
3700 Steeles Ave W. Suite 1001
Woodbridge,ON L4L 8M9
 
Office: 289-268-1883
Toll-free: 1-800-561-2405
Email: alice.laforteza@hubfinancial.com



hubfinancial.com
 
     
 
Click here for privacy disclaimer",True,2025-12-15T19:48:15.000+0000,False,False,0055o000001zVCKAA2,2025-12-15T19:46:54.000+0000,0055o000001zVCKAA2,2025-12-17T16:15:27.000+0000,0055o000001zVCKAA2,2025-12-17T16:15:27.000+0000,(519)728-9431,,moesr@momayu.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpRDZYA2,False,,24544894,0030A0000029gqgQAA,0010A000002w4oCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:38:12.000+0000,False,False,0055o000002DK5fAAG,2025-12-15T19:38:12.000+0000,0055o000002DK5fAAG,2025-12-15T19:38:12.000+0000,0055o000002DK5fAAG,2025-12-15T19:38:12.000+0000,(416)697-6849,,snigdha@allainmalik.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpSfpYAE,False,,24543543,0030A0000029WmrQAE,0010A000002vwScQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:20:34.000+0000,False,False,005OH000007fgYjYAI,2025-12-15T19:20:34.000+0000,005OH000007fgYjYAI,2025-12-15T19:20:35.000+0000,005OH000007fgYjYAI,2025-12-15T19:20:35.000+0000,(819)562-0601,,fledoux@groupepeak.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpSr7YAE,False,,24543587,003OH00000Z38wGYAR,001OH00000ilEueYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica Registration Error - INC1938868,Medium,"*** DDS 16DEC2025 ***
correction made by DAS, advised user
*** DDS 16DEC2025 ***
INC1938868 submitted

NAME: MARWAN SHERM 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: PB466 
ADVISOR NAME: 
PHONE: +1 647-513-7612 
EMAIL: MSHERM@PRIMERICA.COM
 
ISSUE: 
User is trying to link their workspace account with the activation code but they are getting error Err-w2302

 
FINDINGS:
Found KB KB0023735 - user has not been preloaded for registration
 
TROUBLESHOOTING/RESOLUTION:
I confirmed they were using the right activation code
Called assist line. 
Did not receive a response
Sent email to the DDS service leaders inbox as it appears that a ticket needs to be sent.


 
EMAIL:
Hello Marwan,

We have heard back from our Digital Hub team, and the required corrections to your Primerica Workspace account have been completed. You should now be able to successfully login to your Workspace account and complete the account linking process. Please let me know if you have any questions and if you run into any further issues, please give us a call at the number below so we can assist you further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
--------------------------------------***DDS DEC/15/2025***--------------------------
Hello Marwan,
Thank you for contacting Workspace Support about your registration.
As mentioned on the call today, the error code you are getting is because of a technical issue from the backend which will need to be escalated. I have now requested for a ticket to be sent on your behalf. Once there is an update, you will be contacting by someone our level 2 team.
Thank you for your patience while we work to resolve this issue for you.
Please let me know if you have any more questions. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T17:01:07.000+0000,False,False,005OH000006wv2TYAQ,2025-12-15T19:21:00.000+0000,005OH00000BGf2TYAT,2025-12-16T17:01:07.000+0000,005OH000006wv2TYAQ,2025-12-16T17:01:07.000+0000,(647)513-7612,,msherm@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpTIZYA2,False,,24544669,0030A0000029nSLQAY,0010A000002wAJXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:35:15.000+0000,False,False,005OH000004oiYEYAY,2025-12-15T19:35:15.000+0000,005OH000004oiYEYAY,2025-12-15T19:35:15.000+0000,005OH000004oiYEYAY,2025-12-15T19:35:15.000+0000,(519)659-0966,,kevlock@sympatico.ca,(519)659-9957,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004oiYEYAY,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpTIeYAM,False,,24548287,003G0000018f6pWIAQ,0010A000002wOrFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations - A Problem Exists with the User ID or Password,Medium,"***DDS*** 12/15/25
Name:   Jeffery Ricciardi
Phone:  807-472-0999    807-935-1761
Agent code: F1849
Reference: KB0023420

Hi Jeff,

Thank you for contacting Workspace Support today regarding Product Illustrations - A Problem Exists with the User ID or Password

To recap our call for today:
We reset your LL password.
Had you create a new passowrd.
Tried logging into Product Illistrations and successful

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-15T20:29:59.000+0000,False,False,005OH00000BGeeHYAT,2025-12-15T20:23:23.000+0000,005OH00000BGeeHYAT,2025-12-15T20:41:21.000+0000,005OH00000BGeeHYAT,2025-12-15T20:41:21.000+0000,(807)935-1761,,jeff@rwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpTKEYA2,False,,24546079,003G0000018f6ReIAI,0010A000002wONzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:53:41.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T19:53:41.000+0000,0050A000000WjqvQAC,2025-12-15T19:53:41.000+0000,0050A000000WjqvQAC,2025-12-15T19:53:41.000+0000,(613)591-0337,(613) 612-6155,shawn.todd@ecivda.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpTNPYA2,False,,24544414,0035o000007X1aqAAC,0015o000008DXITAA4,,,,,,,012OH000000ijW5YAI,Open,,Email,,Policy 20730991 - showing pending in Co-pilot - INC1846855,Medium,"***DDS Dec.15/2025***
Advisor Emily purchased the book of business of Paul Virgin upon his retirement September 15, 2025. Transfer of the policy still shows pending status on Co-pilot and the policy itself does not appear on the Advisor's Workspace. Reached out to the assist line for help with this matter.",False,,False,False,005OH00000BFQFBYA5,2025-12-15T19:31:32.000+0000,005OH00000BFQFBYA5,2025-12-15T20:19:07.000+0000,005OH00000BFQFBYA5,2025-12-15T20:19:07.000+0000,(778)870-4137,,emily@makeaplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpUcuYAE,False,,24549437,003OH00000YdsGKYAZ,001OH00000hxHE9YAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password reset,Medium,"Ashley needed a password reset.
**************
Hi Ashley       , thank you for contacting the workspace support today.

To recap our call, I assisted you with resetting your password for your product illustration. 

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:50:40.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T20:39:26.000+0000,005OH00000BFQFCYA5,2025-12-15T20:50:40.000+0000,005OH00000BFQFCYA5,2025-12-15T20:50:40.000+0000,(780)545-4615,,ashley@belay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpW59YAE,False,,24546209,0030A000006YgoNQAS,0010A000007JwtCQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,follow up on INC1932274,Medium,"*12/15*
----------------
Melonie Lang

I just had a call with us last week, they sent an email asking for more information 
INC1932274

THey asked for TPA form, we dont have one, they had a copy on their end. 
advised we do not keep copies of TPA forms on our side and if they had no record of that, to submit a new form indicating they need TPA for product illustrations

*email*
----------------

Good afternoon Melanie, 

Thank you for contacting the Workspace Support Team with your inquiry.

You wanted to follow up on this INC because they were requesting a TPA form, when you replied to the email it gave you a auto reply stating the inbox was not monitored. We advised if you were unable to obtain the copy of the TPA form you sent in that granted you access that you should fill out another TPA and submit it with it stating that this is being submitted explicitly to fix/grant you access to product illustrations. If you have any questions or concerns, please reply to this email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T01:25:42.000+0000,False,False,005OH000008919xYAA,2025-12-15T19:55:35.000+0000,005OH000008919xYAA,2025-12-16T01:25:42.000+0000,005OH000008919xYAA,2025-12-16T01:25:42.000+0000,(587)412-5123,(587) 568-7019,catherine@lefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpWBeYAM,False,,24548055,003G0000018f7ocIAA,0010A000002wPv4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect - not received links,Medium,"•	Reason for call: Follow up on 24452768
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: n/a
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): Assist Line
===================
Bonjour Jean-François,

Merci d'avoir contacté le support Workspace. Nous avons transmis la création des liens à notre équipe de support de deuxième niveau et ces liens devraient vous être envoyés dans environ 24 heures ouvrables.

Si vous ne recevez pas les liens, n'hésitez pas à nous recontacter.

Votre avis compte. Faites-nous savoir ce que vous pensez de la qualité du service en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T15:05:12.000+0000,False,False,005OH00000BFQFGYA5,2025-12-15T20:20:24.000+0000,005OH00000BFQFGYA5,2025-12-16T15:08:39.000+0000,005OH00000BFQFGYA5,2025-12-16T15:08:39.000+0000,(418)590-2361,(418) 590-2361,jffournierass@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpWRkYAM,False,,24548717,0030A0000029o2uQAA,0010A000002wAmcQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:29:01.000+0000,False,False,005OH000004pk06YAA,2025-12-15T20:29:01.000+0000,005OH000004pk06YAA,2025-12-15T20:29:02.000+0000,005OH000004pk06YAA,2025-12-15T20:29:02.000+0000,(905)760-8508,(416) 809-5708,kris.svirkov@totalinsurancesolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpWWZYA2,False,,24546880,003OH00000M8x4oYAB,001OH00000QuwVqYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace access-,Medium,"******DDS****** 12/15/2025
Caller: JENNIFER NICOLE SAVOIE
Advisor code: P4129

Issue: User is not getting the email with the 6 digit verification code at sign in. He gets and email ""Sign in from an unfamiliar network"" but there's no visible ""Try another method"" or ""Resend code"" options. Checked all folders in his inbox - no code. Tried clearing cache and cookies as well as closing window and retrying. 

Per assist: User should have retrieved code from authenticator app. User and signed in successfully.


*****email chain*****
Hello Jennifer, 

    It was a pleasure assisting you today. Just want to remember to retrieve the verification code from the authenticator app next time. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:24:37.000+0000,False,False,005OH00000BFQFHYA5,2025-12-15T20:04:09.000+0000,005OH00000BFQFHYA5,2025-12-15T20:24:37.000+0000,005OH00000BFQFHYA5,2025-12-15T20:24:37.000+0000,(506)607-1746,,jsavoie@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpWoOYAU,False,,24547884,003G0000018f6ikIAA,0010A000002wOizQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:18:08.000+0000,False,False,005OH00000BTQdVYAX,2025-12-15T20:18:08.000+0000,005OH00000BTQdVYAX,2025-12-15T20:18:09.000+0000,005OH00000BTQdVYAX,2025-12-15T20:18:09.000+0000,(418)476-5864X101,(418) 670-4567,jean-philippe@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpYQNYA2,False,,24547122,0030A0000029VknQAE,0010A000002vvchQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Link Request,Medium,"***DDS SL Dec 15 2025***

Caller requesting support with Simple Protect App

===Email Chain===

Good afternoon Libby, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you regarding the errors you have been facing when trying to support your client with Simple Protect. 
We are happy to assist you with this matter.

We have reactivated the link below for application.
Please provide this link directly to the client.

Application: 60925548-0 

http://simpleprotect.canadalife.ca/public/verify?uuid=5b969dc3-a27e-4a6a-9604-d4bf06d6974b 

Expected Information : 
Last Name: Federer
Postal Code: M5V0H5
Date of Birth: October 7th, 1993

This link will be active for the next 72 hours.
Please note that the link will not work as expected on your device as the servicing advisor, and the link should be accessed only by the client.

Please advise the client to access the link above on a desktop/laptop computer, as mobile devices can cause visibility errors with Simple Protect applications. 

If they experience additional interruptions, please do not hesitate to let us know. 
If you have additional questions or require further support, please do not hesitate to let us know.

Thank you and have a great day!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T21:33:39.000+0000,False,False,005OH000001yNnaYAE,2025-12-15T20:07:34.000+0000,005OH000001yNnaYAE,2025-12-15T21:33:40.000+0000,005OH000001yNnaYAE,2025-12-15T21:33:40.000+0000,(416)324-2205,,lw@davisrea.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpZhMYAU,False,,24549692,0030A0000029YWQQA2,0010A000002vxvXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:42:51.000+0000,False,False,00516000007Qeg2AAC,2025-12-15T20:42:51.000+0000,00516000007Qeg2AAC,2025-12-15T20:42:51.000+0000,00516000007Qeg2AAC,2025-12-15T20:42:51.000+0000,(877)242-9122,,nkupusa@dlfinc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpZxSYAU,False,,24545341,0030A0000029oFdQAI,0010A000002wAvsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:43:40.000+0000,False,False,005OH000003ds0PYAQ,2025-12-15T19:43:40.000+0000,005OH000003ds0PYAQ,2025-12-15T19:43:40.000+0000,005OH000003ds0PYAQ,2025-12-15T19:43:40.000+0000,(705)277-1898,705 277 3186,ralph.sibigroup@outlook.com,(705)277-2905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpaX4YAI,False,,24550075,003G0000018f73hIAA,0010A000002wP76QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS Email Chain*** 2025-12-15
Hello Taryn,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Taryn,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
2A37OH59

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Taryn Bumstead King
Code: 29691, 34041

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to taryn@bumsteadins.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T20:47:52.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T20:47:52.000+0000,005OH00000AX0rVYAT,2025-12-15T20:48:04.000+0000,005OH00000AX0rVYAT,2025-12-15T20:48:04.000+0000,(519)376-2736,(519) 270-5984,taryn@bumsteadins.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpaYeYAI,False,,24549425,0030A0000029edOQAQ,0010A000002w2vfQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:39:14.000+0000,False,False,005OH000003ds0PYAQ,2025-12-15T20:39:14.000+0000,005OH000003ds0PYAQ,2025-12-15T20:39:14.000+0000,005OH000003ds0PYAQ,2025-12-15T20:39:14.000+0000,(613)389-2811,,greg@michaelrsmith.ca,(613)389-2855,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpas2YAA,False,,24549620,003G0000018f6SNIAY,0010A000002wOOiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Changing Workspace Login Email Address,Medium,"***DDS*** 12/15/25
Name:   elayna Ginn
Phone:  403-380-5085
Agent code: 23051  19191
Reference: KB0023058
Hello Elyna

Thank you for contacting Workspace Support today regarding Changing Workspace Login Email Address

To recap our call for today:

We updated the Workspace login email to office@talericofinancial.com 
Elyna tried loggin in to Workspace using the new Email.
Tried loggin in, out and back in again.
Tried logging into Product Illistrations, 
Error password issue.
Reset LL password.
Tried Product Illistrations again works

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-15T20:47:39.000+0000,False,False,005OH00000BGeeHYAT,2025-12-15T20:41:47.000+0000,005OH00000BGeeHYAT,2025-12-15T21:33:34.000+0000,005OH00000BGeeHYAT,2025-12-15T21:33:34.000+0000,(403)380-5085,,john@talericofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpbeNYAQ,False,,24549279,0030A0000029hL3QAI,0010A000002w5FkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email address update,Medium,"KEVIN L GALANDY
20835

Advisor needed assistance with email address update. After authentication, email address updated.

 Hello Kevin,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.

In our today’s call, you needed assistance with email address update. After authentication, I updated your email address. You were driving and you couldn’t login at that time. Please try to login with new email address once you got time and setup authenticator. If you need assistance, feel free to reach out.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:53:55.000+0000,False,False,005OH00000BFiyTYAT,2025-12-15T20:37:08.000+0000,005OH00000BFiyTYAT,2025-12-15T20:53:55.000+0000,005OH00000BFiyTYAT,2025-12-15T20:53:55.000+0000,(403)275-4043,(403) 923-5717,galandy@baysidemail.com,(403)275-5655,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpc7JYAQ,False,,24545679,0030A00000Cco7kQAB,0015o000007kFn6AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T19:48:09.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T19:48:09.000+0000,0050A000000WjqvQAC,2025-12-15T19:48:10.000+0000,0050A000000WjqvQAC,2025-12-15T19:48:10.000+0000,(613) 205-8020,,linda@rwsl.ca,(613) 205-8007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpcYkYAI,False,,24546778,0030A0000029j6KQAQ,0010A000002w6fHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:03:00.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T20:03:00.000+0000,005OH00000BfonJYAR,2025-12-15T20:03:00.000+0000,005OH00000BfonJYAR,2025-12-15T20:03:00.000+0000,(604)939-6163,(778) 836-6163,sultana@shaw.ca,(604)939-1455,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpdhlYAA,False,,24548647,0030A0000029WUFQA2,0010A000002vwCoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlock WS account,Medium,"•	Reason for call: Locked out of WS account
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Unlock in SF + Password Reset
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
============================
Bonjour Nancy

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:36:41.000+0000,False,False,005OH00000BFQFGYA5,2025-12-15T20:28:09.000+0000,005OH00000BFQFGYA5,2025-12-15T20:36:42.000+0000,005OH00000BFQFGYA5,2025-12-15T20:36:42.000+0000,(819)825-3602,(819) 354-5106,nancy.aube@promutuelcsf.ca,(819)824-1114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpdt7YAA,False,,24554143,003G0000018f6XIIAY,0010A000002wOUNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0021888 - Advisor opted to call back as he is unable to confirm the active advisor code specific to his MGA access that he needs to register with
==================

Hi Timothy,

Thank you for contacting the workspace support about registering your MGA access to workspace.

We would love to assist you in registering to workspace unfortunately we need to confirm that we have the correct details to make sure that we will be able to assist you accordingly and ore importantly for security purposes. Please call us back as soon as you have confirmed your active advisor code for MGA access.

We appreciate your patience on this matter and have a good day.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-15T22:03:25.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T21:56:02.000+0000,005OH00000BFPZHYA5,2025-12-15T22:09:00.000+0000,005OH00000BFPZHYA5,2025-12-15T22:09:00.000+0000,(519)690-2862,(519) 860-2869,timkelly@timjkelly.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpeQsYAI,False,,24547661,0030A0000029odCQAQ,0010A000002wBFPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 15th, 2025 ***
==============
Bonjour Alain,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder au compte Espace Affaires.

Durant notre appel, vous avez trouvé le code de vérification sur votre application d’authentification Google. Au final vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-15T20:22:43.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-15T20:14:50.000+0000,005OH00000AbJ7aYAF,2025-12-15T20:22:43.000+0000,005OH00000AbJ7aYAF,2025-12-15T20:22:43.000+0000,(418)627-4447X447,(418) 569-9740,alain.rondeau@sfl.ca,(819)477-2955,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpeQzYAI,False,,24549572,0030A0000029g3gQAA,0010A000002w47cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:41:01.000+0000,False,False,005OH000003ds0PYAQ,2025-12-15T20:41:01.000+0000,005OH000003ds0PYAQ,2025-12-15T20:41:01.000+0000,005OH000003ds0PYAQ,2025-12-15T20:41:01.000+0000,(705)688-5997,(705) 688-5997,chantel.dupuis@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpeh5YAA,False,,24552145,003G0000018f6tuIAA,0010A000002wOvnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff could not pass authentication.
***************
Hi Adeline , your support staff Carmen has reached out for assistance within workspace.

Carmen could not pass authentication, please have them call back once they have the correct information.

If you are having any issues, please let me know in your response
We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-29T15:17:35.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T21:18:37.000+0000,005OH00000BFQFCYA5,2026-01-29T15:17:35.000+0000,005OH00000BFQFCYA5,2026-01-29T15:17:35.000+0000,(604)438-1232,(778) 882-4575,adeline@adelinelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpfGVYAY,False,,24549094,0030A0000029YBFQA2,0010A000002vxh7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: YANG KIM
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: D1962
PHONE: +14163588692 
EMAIL: yangskim@hotmail.com 
 
ISSUE: 
User is trying to sign into workspace
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User does not yet have a workspace account
 
TROUBLESHOOTING/RESOLUTION:
I walked user through the registration process through the workspace site.
 
EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
Hello Yang,
Thank you for contacting Workspace Support about accessing your Workspace account.
On this call, we were able to walk through the registration process together to give you access to workspace. We successfully registered your Workspace account on the call today. In the future when you sign into Workspace, please use the google authenticator (phone app) code to authenticate your log in.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-15T20:57:40.000+0000,False,False,005OH00000BGf2TYAT,2025-12-15T20:34:10.000+0000,005OH00000BGf2TYAT,2025-12-15T20:57:40.000+0000,005OH00000BGf2TYAT,2025-12-15T20:57:40.000+0000,(416)358-8692,,,(647)723-0191,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpgnoYAA,False,,24549933,003G0000018f7n0IAA,0010A000002wPtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:46:18.000+0000,False,False,0050A000000WjqvQAC,2025-12-15T20:46:18.000+0000,0050A000000WjqvQAC,2025-12-15T20:46:18.000+0000,0050A000000WjqvQAC,2025-12-15T20:46:18.000+0000,(613)232-4577X101,(613) 291-3560,sfitzpatrick@jrsaint.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpi9VYAQ,False,,24546840,003OH00000DYVd1YAH,001OH00000HB2ERYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,NB App payment issue,Medium,"*** DDS Dec 15th, 2025 ***
User had an issue formatting banking info in NB App so followed KB0023223, shared link and issue was resolved. Resent link in email for future reference.
============
Bonjour Logan,

C’était un plaisir de vous parler aujourd’hui pour vous aider avec un problème de formatage de payement sur une proposition électronique.

Durant notre appel, j’ai partagé un lien vers la page Formats de comptes bancaires pour vérifier comment formater les informations bancaires dans cette application.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-15T20:24:02.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-15T20:03:47.000+0000,005OH00000AbJ7aYAF,2025-12-15T20:25:43.000+0000,005OH00000AbJ7aYAF,2025-12-15T20:25:43.000+0000,(819)797-1364,,logan.guimond@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpj0kYAA,False,,24547488,003OH00000R2AS3YAN,001OH00000WrwlCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:12:36.000+0000,False,False,0055o000001NWfMAAW,2025-12-15T20:12:36.000+0000,0055o000001NWfMAAW,2025-12-15T20:12:36.000+0000,0055o000001NWfMAAW,2025-12-15T20:12:36.000+0000,(519)500-1025,,trustlalita@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hplLvYAI,False,,24549149,0030A0000029hokQAA,0010A000002w5cvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:34:57.000+0000,False,False,0055o000002DK5fAAG,2025-12-15T20:34:57.000+0000,0055o000002DK5fAAG,2025-12-15T20:34:57.000+0000,0055o000002DK5fAAG,2025-12-15T20:34:57.000+0000,(416)543-8337,,malarskijack@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hplP7YAI,False,,24547478,0030A0000029gnfQAA,0010A000002w4laQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Escalation - MFA Support Request,Medium,"***DDS SL De 15 2025***

Raised from escalations - caller was experiencing issue with accessing Workspace through MFA 
Directly contacted 

===Email Chain===

Good afternoon Hugo, 

Thank you for contacting the taking the time to speak with the Workspace Support team. It was a pleasure to speak with you regarding access to your Workspace profile. 

We are glad to have been able to help you with making the needed changes in your app settings to ensue that your notifications are enabled once again. 
you should no longer have any access issues going forward. 

As mentioned, there are planned enhancements to Workspace to enable biometric login that we are hoping to launch next year. 
In the future, if you do experience any login errors, please give us a call any time from 8:00am to 8:00pm EST, Monday to Friday, at 1-888-999-4516.

If for any reason you do have issues accessing Workspace outside of our normal contact hours, you may also choose to do a password reset when trying to login and this will bypass the requirement for multifactor authentication, but only for that specific login instance. 

If you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:53:58.000+0000,False,False,005OH000001yNnaYAE,2025-12-15T20:12:29.000+0000,005OH000001yNnaYAE,2025-12-15T20:53:58.000+0000,005OH000001yNnaYAE,2025-12-15T20:53:58.000+0000,(250)580-3359,,hugo@hdfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpmwPYAQ,False,,24551659,003OH00000EzVA9YAN,001OH00000Il7QMYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New business app,Medium,"KB0023236 - advisor wanted to make sure that she can add another advisor under a specific application. Guided her over the preferences tab to make sure that the other advisor is listed. Was able to update and submit the application.
==============

Hi Dineene,

Thank you for contacting the workspace support about making sure that another advisor is listed accordingly and will have an access specific to new business application.

We have confirmed that the advisor details are set under preferences, and you were able to set it properly through the application. We can also confirm that the application was submitted successfully. If you need to make some changes with the application specific, please reach out to your regional sales associate for better assistance.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-15T21:25:49.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T21:10:43.000+0000,005OH00000BFPZHYA5,2025-12-15T21:44:32.000+0000,005OH00000BFPZHYA5,2025-12-15T21:44:32.000+0000,(416)434-6544,,dineene.griffith@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpnHFYAY,False,,24547835,003OH00000N62l6YAB,001OH00000S1RUMYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:17:30.000+0000,False,False,0055o000002DK5fAAG,2025-12-15T20:17:30.000+0000,0055o000002DK5fAAG,2025-12-15T20:17:30.000+0000,0055o000002DK5fAAG,2025-12-15T20:17:30.000+0000,(647)545-4326,,jordan@armandowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpo5FYAQ,False,,24548099,003G0000018f6eWIAQ,0010A000002wOcYQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustration access,Medium,"KB0020858 - Assisted ASA in resetting the ISAM access... Issue resolve.
================

Hi Ann,

Thank you for contacting the workspace support about an issue accessing the illustration board.

We have reset your access on our end and have your password reset. We can also confirm that you were able to access your Illustration board.

Appreciate your patience and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-15T20:42:25.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T20:20:51.000+0000,005OH00000BFPZHYA5,2025-12-15T20:57:43.000+0000,005OH00000BFPZHYA5,2025-12-15T20:57:43.000+0000,(403)264-4010,(587) 284-4010,denny@hopestate.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpoejYAA,False,,24548244,0030A0000029ZwnQAE,0010A000002vzAxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Login issue.
*************
Hi Lianne       , thank you for contacting the workspace support today.

To recap our call, you were having some issues accessing your account. We were able to get you logged in successfully.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:32:41.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T20:22:57.000+0000,005OH00000BFQFCYA5,2025-12-15T20:35:00.000+0000,005OH00000BFQFCYA5,2025-12-15T20:35:00.000+0000,(204)997-8512,,lianne@pereux.com,(204)253-5105,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpqyLYAQ,False,,24553825,003OH00000V0wP2YAJ,001OH00000bpPTmYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T21:49:14.000+0000,False,False,005OH00000865wTYAQ,2025-12-15T21:49:14.000+0000,005OH00000865wTYAQ,2025-12-15T21:49:15.000+0000,005OH00000865wTYAQ,2025-12-15T21:49:15.000+0000,(780)982-2222,,hirdeyaggarwal@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpr4jYAA,False,,24548735,003G0000018f7J2IAI,0010A000002wPOIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect payment info:,Medium,"******DDS**** 12/15/2025
Caller: Sanjay Bhroat
Advisor code: F2055

Issue: Advisor was having issues updaing payment info for T30 application, DDS did a logmein session and cleared cookies and cache and issue was resolved.

******email chain******
Hello Sanjay, 

     It was a pleasure assisting you today. We were able to update the banking info by just clearing the cache and cookies. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T20:55:33.000+0000,False,False,005OH00000BFQFHYA5,2025-12-15T20:29:14.000+0000,005OH00000BFQFHYA5,2025-12-15T20:55:33.000+0000,005OH00000BFQFHYA5,2025-12-15T20:55:33.000+0000,(204)688-1069,(204) 688-1069,sanjay@bhroat.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hprw0YAA,False,,24549385,0030A000004wv4sQAA,0010A000005iRBYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:38:50.000+0000,False,False,005OH00000BTQdVYAX,2025-12-15T20:38:50.000+0000,005OH00000BTQdVYAX,2025-12-15T20:38:50.000+0000,005OH00000BTQdVYAX,2025-12-15T20:38:50.000+0000,(418)548-0152,(581) 234-2116,jtchernoff@gestionfinanceconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hptUjYAI,False,,24549239,0030A000004wv4sQAA,0010A000005iRBYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:36:28.000+0000,False,False,005OH00000BTQdVYAX,2025-12-15T20:36:28.000+0000,005OH00000BTQdVYAX,2025-12-15T20:36:28.000+0000,005OH00000BTQdVYAX,2025-12-15T20:36:28.000+0000,(418)548-0152,(581) 234-2116,jtchernoff@gestionfinanceconseil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpuQqYAI,False,,24551425,0030A0000029eRLQAY,0010A000002w2nZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace email update,Medium,"*******DDS****** 12/15/2025
Caller: Edwin Jackson
Advisor code: F9583

Inquiry: Workspace sign in email update. DDS authenticated user and updated sign in email. DDS also assisted user with a password reset. User was able to sign in successfully. 

ref: KB0021888


*******Email chain******
Hello Edwin, 

      It was a pleasure assisting you update your sign in email and update your password. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T21:20:38.000+0000,False,False,005OH00000BFQFHYA5,2025-12-15T21:06:50.000+0000,005OH00000BFQFHYA5,2025-12-15T21:20:38.000+0000,005OH00000BFQFHYA5,2025-12-15T21:20:38.000+0000,(604)757-5421,,edj@edjacksonfinancial.com,(604)224-3560,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpuc8YAA,False,,24552750,0030A0000029gIKQAY,0010A000002w4M7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T21:29:12.000+0000,False,False,005G0000002gxxjIAA,2025-12-15T21:29:12.000+0000,005G0000002gxxjIAA,2025-12-15T21:29:12.000+0000,005G0000002gxxjIAA,2025-12-15T21:29:12.000+0000,(819)566-0666,(819) 588-6948,yanick.st-onge@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpvtBYAQ,False,,24550781,003G0000018f6QbIAI,0010A000002wOMxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS Email Chain*** 2025-12-15
Hello Jeff,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Jeff,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
Y4879H23

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: John Jeffrey Stuart
Code: 9917 - 08151

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to jeff@welistenfinancial.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-15T20:57:25.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T20:57:25.000+0000,005OH00000AX0rVYAT,2025-12-15T20:57:26.000+0000,005OH00000AX0rVYAT,2025-12-15T20:57:26.000+0000,(416)358-0557,(416) 358-0557,jeff@welistenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpw2pYAA,False,,24552338,0030A0000029kDXQAY,0010A000002w7a8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Regristration,Medium,"User is inquiring how to get access to Workspace Support. User needs to contacting Distribution Methodology first to get the activation code then will be able to register. 

Email: snewransky@idcwen.ca
Code: H6940

******************************************************************
Good afternoon, Steve

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
To register for all the major platforms including Workspace, please follow the instructions below to achieve a successful registration.

1.	You will need to register for a User ID before being able to register for Workspace. To register for a User ID (formerly Repnet ID), you will need an activation code. 
Please contact Distribution_Methodology@canadalife.com to request for your registration letter (activation code specifically) 

2.	Once you obtain an activation code from Distribution Methodology, please follow this link to register your User ID. Please select Register located at the lower half of the webpage. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi…

3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T21:31:31.000+0000,False,False,005OH00000BG5v4YAD,2025-12-15T21:22:03.000+0000,005OH00000BG5v4YAD,2025-12-15T21:31:31.000+0000,005OH00000BG5v4YAD,2025-12-15T21:31:31.000+0000,(204)807-3472,,snewransky@idcwin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpwkSYAQ,False,,24554179,003OH00000YvpohYAB,001OH00000iX8YdYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Assistance,Medium,"NAME: ANIL KUMAR 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H9724
PHONE: +16476316727 
EMAIL: aggsur@gmail.com 
 
ISSUE: 
User is having trouble with completing their registration.
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User already has an account so they would just log in
User was selecting ther wrong association option to login which is where the issue was. 
 
TROUBLESHOOTING/RESOLUTION:
Advised user to log in making sure to select MGA
User was able to log in and set up authenticator for the account. 
 
EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
Hello Anil,
Thank you for contacting Workspace Support about your log in issues.
On the call today, we verified that you already have a workspace account and would need to log in to get access. In the future, when you are logging into your account, please selection the option for MGA as your association. 
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-15T22:04:44.000+0000,False,False,005OH00000BGf2TYAT,2025-12-15T21:56:48.000+0000,005OH00000BGf2TYAT,2025-12-15T22:04:44.000+0000,005OH00000BGf2TYAT,2025-12-15T22:04:44.000+0000,(647)631-6727,,aggsur@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpwpCYAQ,False,,24550146,003OH00000Z38t0YAB,001OH00000ilEuIYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T20:48:39.000+0000,False,False,005OH00000865wTYAQ,2025-12-15T20:48:39.000+0000,005OH00000865wTYAQ,2025-12-15T20:48:40.000+0000,005OH00000865wTYAQ,2025-12-15T20:48:40.000+0000,(587)966-3929,,vivianchoo5@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpxLRYAY,False,,24550043,0030A0000029phiQAA,0010A000002wC5jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect/reconnect authenticator,Medium,"***DDS Dec.15/2025***
Authenticated user and did a logmein session to try to trouble shoot his Workspace access issue. Disconnected the authenticator associated with the user's account and connected the Google Authenticator. User was able to log in/log out and log back in successfully.

REF KB: KB0022825  

*****Email*****

Hello James,

Thank you for contacting the Workspace Support team, it was a pleasure speaking with you today regarding Your Authenticator issue.

We’re happy we were able to assist you in disconnecting and reconnecting your Authenticator.
As a reminder, whenever you log in to your Workspace account, please open the Google Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey and tell us how we did.

Have  a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T21:12:33.000+0000,False,False,005OH00000BFQFBYA5,2025-12-15T20:47:33.000+0000,005OH00000BFQFBYA5,2025-12-15T21:13:19.000+0000,005OH00000BFQFBYA5,2025-12-15T21:13:19.000+0000,(306)547-5462,(306) 547-7492,bodnar.jadc@sasktel.net,(306)547-5462,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpypOYAQ,False,,24551626,003G0000018f6e5IAA,0010A000002wOc7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Application,Medium,"NAME: LIBBY WILDMAN 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: W5695
PHONE: 416-803-9255 
EMAIL: lw@davisrea.com 
 
ISSUE: 
Client is trying to finish an application and the link has expired.
‘Email can’t be updated’ message

 
 
FINDINGS:
KB0023156 
The link was sent over 72 hours ago so it would be expired.
User started editing the app before trying to access it again.
 
TROUBLESHOOTING/RESOLUTION:
Called assist to confirm info
⦁	 User’s name & phone number: LIBBY WILDMAN/416-803-9255 
⦁	User's email address: lw@davisrea.com 
⦁	Application number if available: 60925548-0 
⦁	User’s portal ID: https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001cz8GQAQ%3Fnoredirect%3D1%26isUserEntityOverride%3D1
⦁	Associated Advisor's commission code (Producer Code): W5695
⦁	Description of the issue: Client was trying to access the link after 72 hours of it being sent starting 
⦁	Application is for: 5 million of tenure term (Tilbury Properties) 
Transferred to Kevin on L2

EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
No email sent",True,2025-12-15T21:25:28.000+0000,False,False,005OH00000BGf2TYAT,2025-12-15T21:10:20.000+0000,005OH00000BGf2TYAT,2025-12-15T21:25:28.000+0000,005OH00000BGf2TYAT,2025-12-15T21:25:28.000+0000,(416)324-2205,(416) 803-9255,lw@davisrea.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpzASYAY,False,,24553611,0030A0000029ZuvQAE,0010A000002vz9FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Wealth Client List Report,Medium,"***WRS Email Chain*** 2025-12-15
Bonjour Jean-François,

Notre équipe a reçu votre demande pour votre liste de clients sous le code A5816. Veuillez voir le document attaché avec l’information que nous avons trouvée. Un courriel avec les mots de passes sera envoyé après ce courriel.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Justin 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  

Bonjour Jean-François,

Veuillez voir le mot de passe pour le document Excel envoyé: 
2V54C4LC
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Justin 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  

Bonjour,

Pourriez-vous envoyer la liste des clients en placement uniquement à Jean-François Lessard (A5816) à l’adresse suivante : jeanfrancois@conciliasf.com ?

Merci,
Nicholas

Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 

Rendez-vous au : canadavie.com Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



De : Département administratif 
Envoyé : 4 décembre 2025 11:23
À : Whitehead, Nicholas 
Objet : [EXT] Listes clients investissements Canada Vie

Bonjour, Pouvez-vous nous envoyer la liste des clients qui ont des placements avec investissement avec Canada vie s'il vous plat. Cordialement -- Merci et bonne journée ! Département de l'administration Concilia Inc - Jean-François
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour,
Pouvez-vous nous envoyer la liste des clients qui ont des placements avec investissement avec Canada vie s'il vous plat.
Cordialement
-- 
Merci et bonne journée !

Département de l'administration
Concilia Inc - Jean-François Lessard
administration@conciliasf.com",True,2025-12-15T21:45:01.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T21:45:01.000+0000,005OH00000AX0rVYAT,2025-12-15T21:45:15.000+0000,005OH00000AX0rVYAT,2025-12-15T21:45:15.000+0000,(418)230-2395,,jeanfrancois@conciliasf.com,(418)228-0326,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hpzS7YAI,False,,24551606,0030A0000029iMRQAY,0010A000002w66MQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T21:09:49.000+0000,False,False,005G0000002gyDJIAY,2025-12-15T21:09:49.000+0000,005G0000002gyDJIAY,2025-12-15T21:09:49.000+0000,005G0000002gyDJIAY,2025-12-15T21:09:49.000+0000,(519)859-9930,,shooper@idcwin.ca,(519)537-8778,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gyDJIAY,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hq0OEYAY,False,,24553529,0030A0000029nINQAY,0010A000002wABfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Name correction on policy# 310040465,Medium,"****DDS****12/16/25 
Correction done - User informed

****DDS****12/15/25 

KB0015432 
Client K LEILA SINNEN is titled as MR instead of MRS in Workspace - title is correct in copilot but incorrect in SF and WS
Sent an email to CIS for correction.
 
============================================================================================= 
 
****Email Chain****

Hello Karl,

Just to inform you that a correction has been made on the back systems that should reflect in Workspace in the next 2-4 business days. If you do not see this updated, please contact us again and we can investigate it further.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 15, 2025 2:52 PM
To: karl@jungfinancialservices.com
Subject: RE: Call Centre Referral - Policy #310040465 - Case 24553529

Good day Karl,

We received a request to update client’s information on policy# 310040465.

This request has been escalated to our Digital Lab for review, and we will reach out to you once there is an update.

If you have additional questions or require further support, please do not hesitate to reach out to us.

 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tymoczko, Mateusz <Mateusz.Tymoczko@canadalife.com> 
Sent: December 12, 2025 12:04 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Call Centre Referral - Policy #310040465

Additional Details:
Caller said client is female but is listed as MR. on Workspace.


From: ISP Customer Care <ISP_Customer_Care@canadalife.com> 
Sent: December 12, 2025 1:21 PM
To: IC Wealth Workflow System <ICWealthWF@canadalife.com>
Subject: FW: Call Centre Referral - Policy #310040465

 
________________________________________
From: CL IRIS - Call Centre <CLIRISCallCentre@canadalife.com>
Sent: Friday, December 12, 2025 1:21:11 PM (UTC-05:00) Eastern Time (US & Canada)
To: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: Call Centre Referral - Policy #310040465
Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	310040465
Client Name:	K LEILA SINNEN
Caller Name:	Carl Jung
Caller Relationship:	Advisor
Advisor Code:	3376-90080
Caller authenticated?	Yes
Language:	English
Send To:	isp_customer_care@canadalife.com

Acknowledgement call required?	No
Correspond By:	Email
Caller's Phone Number:	604-886-2691
Caller's Fax #	
Caller's Email Address:	carl@jungfinancialservices.com

Caller's Mailing Address:	
Date of Birth:	
Permission to leave voicemail?	No
Email Security Permission?	Yes
Referral Reason:	Other Policy Details
Follow-up #	None
Submitter Employee ID:	LL76350
 
Additional Details:
Caller said client is female but is listed as MR. on Workspace.

________________________________________
**This email is being sent from a general delivery mailbox. Please do not reply to this email - Replies are not monitored. If further clarification is required, please email Call Centre Feedback.**",True,2025-12-16T23:09:14.000+0000,False,False,005OH0000097FtCYAU,2025-12-15T21:43:33.000+0000,005OH0000097FtCYAU,2025-12-16T23:09:14.000+0000,005OH0000097FtCYAU,2025-12-16T23:09:14.000+0000,(604)886-2691,,karl@jungfinancialservices.com,(604)886-3014,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hq1fLYAQ,False,,24556076,0031600002KdTuMAAV,0010A000002wNRuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect issue,Medium,"***DDS Dec.15/2025***
User explained he was having an issue with submitting a SP app. Had the user try again in order to tell me what error code they were receiving and user was able to submit his application successfully without having to perform any troubleshooting on our end.",True,2025-12-15T22:52:57.000+0000,False,False,005OH00000BFQFBYA5,2025-12-15T22:46:54.000+0000,005OH00000BFQFBYA5,2025-12-15T22:52:57.000+0000,005OH00000BFQFBYA5,2025-12-15T22:52:57.000+0000,(519)878-1486,(519) 878-1486,travis@travis-elder.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hq1nFYAQ,False,,24550945,003OH00000IwmUyYAJ,001OH00000NE3DtYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor assistant needs an email update.
**********
Hi Nancy    , thank you for contacting the workspace support today.

To recap our call, you needed an email update for your workspace account. We were able to make the update, and you signed on successfully. 

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T21:18:31.000+0000,False,False,005OH00000BFQFCYA5,2025-12-15T20:59:47.000+0000,005OH00000BFQFCYA5,2025-12-15T21:18:31.000+0000,005OH00000BFQFCYA5,2025-12-15T21:18:31.000+0000,(204)505-0477X205,,wade@inclusifgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hq1tnYAA,False,,24553572,0030A0000029V4fQAE,0010A000002vv70QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T21:44:21.000+0000,False,False,0055o000001NWfMAAW,2025-12-15T21:44:21.000+0000,0055o000001NWfMAAW,2025-12-15T21:44:21.000+0000,0055o000001NWfMAAW,2025-12-15T21:44:21.000+0000,(416)895-9899,,rpanjla@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hq5qwYAA,False,,24556670,0030A0000029p0qQAA,0010A000002wBYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T23:06:55.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T23:06:55.000+0000,005OH00000BfonJYAR,2025-12-15T23:06:55.000+0000,005OH00000BfonJYAR,2025-12-15T23:06:55.000+0000,(604)506-8234,,arun@chandsfinancial.com,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hq7W5YAI,False,,24552046,0030A0000029WghQAE,0010A000002vwNGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/15*
----------------
KB0020738  
kurt Woodward
c5922
i just got a new phone, need it set up 
disconnected and walked through setting up the new one
user able to sign in 

*email*
----------------
Good afternoon Kurt,

Thank you for contacting the Workspace Support Team with your multifactor issue. 

You received a new device and need to transfer your authenticator to the new device. We disconnected your authenticator for you and waked you through the setup successfully. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T22:28:30.000+0000,False,False,005OH000008919xYAA,2025-12-15T21:16:59.000+0000,005OH000008919xYAA,2025-12-15T22:28:30.000+0000,005OH000008919xYAA,2025-12-15T22:28:30.000+0000,(780)518-7818,,kurt@woodwardinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hq8bqYAA,False,,24553884,0030A0000029ZuvQAE,0010A000002vz9FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Wealth Client List Report,Medium,"***WRS Email Chain*** 2025-12-15
Duplicate Request of case 24553611.

Hello Nicholas,

We would like to inform you that we have sent the requested Client List report to the advisor Jean-François Lessard. If you have any other questions, feel free to reply to this email and we would love to assist you.

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Justin
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Whitehead, Nicholas <Nicholas.Whitehead@canadalife.com> 
Sent: December 15, 2025 1:46 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: TR: [EXT] liste de mes clients avec fonds distincts
Importance: High

Hi Team, 

***URGENT****

Can you please provide the client list of wealth (seg funds) to advisor Jean-Francois Lessard (A5816).

I sent in this request a while ago.

Thanks,
Nicholas

Nicholas Whitehead
Représentant Régional des ventes, Gestion du Patrimoine
Regional Sales Representative, Wealth Management
nicholas.whitehead@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-878-6009
Martin Hamaoui
Directeur Régional des ventes, Gestion du Patrimoine
Regional Sales Manager, Wealth Management
martin.hamaoui@CanadaVie.com
1230 – 1350 René Lévesque Ouest, Montréal, H3G 1T4
Bureau : (514)-979-0874
 

Rendez-vous au : canadavie.com Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


De : jeanfrancois@conciliasf.com 
Envoyé : 15 décembre 2025 13:29
À : Whitehead, Nicholas 
Objet : [EXT] liste de mes clients avec fonds distincts

Bonjour Nicholas, Ça fait plusieurs semaine que j'ai demandé une liste de tous mes clients avec des fonds distincts avec vous sans retour?? Est ce possible de m'envoyer le tout rapidement cette semaine? merci de ta collaboration! -- Jean-François
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Bonjour Nicholas,
 
Ça fait plusieurs semaine que j'ai demandé une liste de tous mes clients 
avec des fonds distincts avec vous sans retour?? Est ce possible de 
m'envoyer le tout rapidement cette semaine?
 
merci de ta collaboration!
 
-- 
Jean-François Lessard
Conseiller en sécurité financière
Concilia inc.
418-230-2395
conciliasf.com
 
Veuillez laisser votre avis ici bas sur votre expérience client chez
Concilia!
 
https://urldefense.com/v3/__https://www.facebook.com/conciliaservicesfinanciers/reviews__;!!HMCOyEk!cIqQ4sK-vfDXAHvzs9PTuFaPXKmL-TejKnvCoVxnKo44edsYsAww9GOCrYgKg9tSBEjBK-mQSrOMytKMUudlgvR0KFiKf4I-XSA$",True,2025-12-15T21:50:26.000+0000,False,False,005OH00000AX0rVYAT,2025-12-15T21:50:26.000+0000,005OH00000AX0rVYAT,2025-12-15T21:50:26.000+0000,005OH00000AX0rVYAT,2025-12-15T21:50:26.000+0000,(418)230-2395,,jeanfrancois@conciliasf.com,(418)228-0326,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hq8woYAA,False,,24553491,0030A0000029jWfQAI,0010A000002w72KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login -authentication failed,Medium,"*12/15*
----------------
David Heyman

i am trying to log into workspace, the password saved in the browser is incorrect. 
does not know advisor codes, 
hardstop



*email*
----------------
Good afternoon David, 

Thank you for contacting the Workspace Support Team with your inquiry.

You wanted to log into Workspace but were unsure how with the information you had. Unfortunately, because you were unable to provide your authentication information, we could not assist you and had to end the call. If you have any questions or concerns, please reply to this email or call us back. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T01:30:50.000+0000,False,False,005OH000008919xYAA,2025-12-15T21:42:54.000+0000,005OH000008919xYAA,2025-12-16T01:30:50.000+0000,005OH000008919xYAA,2025-12-16T01:30:50.000+0000,(250)658-1299,,,(877)335-9358,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hq93JYAQ,False,,24556132,0030A0000029jWfQAI,0010A000002w72KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"*12/15*
----------------
David Heyman 96247
wanted to log into Workspace, 
not registered, 
walked through recovering their ID and password with the Repnet self service option. 
walked through registering for Workspace 


*email*
----------------
Good afternoon David, 

Thank you for contacting the Workspace Support Team with your registration/login issue. 

You wanted to log into Workspace, but it had been a long time since you remember using it last and could not log in. We discovered you had not registered for Workspace yet. We guided you through getting your ID and password and then the Workspace registration process successfully. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T01:31:38.000+0000,False,False,005OH000008919xYAA,2025-12-15T22:48:47.000+0000,005OH000008919xYAA,2025-12-16T01:31:38.000+0000,005OH000008919xYAA,2025-12-16T01:31:38.000+0000,(250)658-1299,,,(877)335-9358,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqA7OYAU,False,,24552670,003G0000018f6tuIAA,0010A000002wOvnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirect,Medium,"*12/15*
----------------
KB0016559  
Carmen Huang
REQ2952638
tried to submit a document to Canadalife headoffice to process, requesting to cancel the REQ 

Adeline Lin 
directed towards CSC 1-888-252-1847

*email*
----------------
Good afternoon Carmen, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to cancel a REQ related to a submitted document in Workspace. The Workspace Support Team does not support canceling the REQs for submitted documents, we are more for technical support within Workspace itself, we thought it would be better to direct your question towards the Client Service Centre at 1-888-252-1847. If you have any other questions or concerns, please reply to this email or call us back.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T22:03:18.000+0000,False,False,005OH000008919xYAA,2025-12-15T21:27:43.000+0000,005OH000008919xYAA,2025-12-15T22:03:18.000+0000,005OH000008919xYAA,2025-12-15T22:03:18.000+0000,(604)438-1232,(778) 882-4575,adeline@adelinelin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqA90YAE,False,,24554164,003G0000018f6XjIAI,0010A000002wOUoQAM,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Investment Centre inquiry,Medium,"****DDS****12/15/25 

IC portfolio pages were not loading - cleared cookies and cached files, updated browser using LogMeIn
User signed out and signed in and the portfolio pages loaded with no issue
Attached screenshot of error page for reference.
 
============================================================================================= 
 
****Email Chain****

Bonjour Sébastien,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème sur Centre d’Investissement.

Lors de notre appel, nous avons utilisé LogMeIn pour faire la mise à jour de votre navigateur Chrome et aussi effacé les cookies et les fichiers en cache. Ensuite vous êtes retourné dans le Centre d’Investissement et vous avez réussi à a ouvrir les portefeuilles de vos clients.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH0000097FtCYAU,2025-12-15T21:56:24.000+0000,005OH0000097FtCYAU,2025-12-15T22:17:48.000+0000,005OH0000097FtCYAU,2025-12-15T22:17:48.000+0000,(514)931-4242,(514) 826-0069,sg@servicesfinanciersops.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqCu5YAE,False,,24557067,003G0000018f6huIAA,0010A000002wOi9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User reported 2 not in good order issues with two transfer from other financial institutions - WSL,Medium,"***DDS 05JAN2026 ***
no response from user, policies submitted through DSFA currently active, closing clase

*** DDS 22DEC2025 ***
asked advisor to confirm which DSFA Tracking ID corresponds with the app she got the NIGO for

User reported 2 not in good order issues with two transfer from other financial institutions: 

- Transfers weren’t signed by the client.(missing auto Signatures from client)   
- one of the plan boxes wasn’t checked off properly.

This seem to be an issue linked to KB0022755  

===================emails============


Hi Lydia, 

We’ve reviewed your request, and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action currently. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  



Hi @Workspace Service Leaders,

Issue Reported by Advisor:

Advisor experienced a Not in Good Order (NIGO) situation on two transfers of LIRA and LRSP plans to segregated fund applications submitted via  DSFA. 

Details of the Issue:
•	Quadrus flagged the transfers as NIGO because client signatures were missing. Advisor confirmed that all forms should have been automated for signatures.
•	Additionally, plan type checkboxes were inconsistent: 
o	First page of the transfer form correctly indicated Locked-in RSP.
o	Second page (relinquishing institution section) incorrectly showed LIRA.
•	Advisor had to obtain client re-signatures to correct the issue.

Potential Related Known Issue (KBA Reference):
•	I spoke to Rachelle and I told her the issue could be related to KB0022755 – Known Issues with Onbase REQ after successful doc submit in Workspace (but we are unsure if this case is the known issue or this is a DSFA glitch):
o	Current known issue: Documents submitted via Workspace and converted to TIFF in Onbase may lose certain elements (e.g., checkmarks, signatures), especially if a non-Adobe PDF editor was used.
o	This can lead processors to incorrectly mark submissions as NIGO.

Let me know if you need any additional info. 

 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 




From: lydia@kruskafin.com lydia@kruskafin.com 
Sent: Wednesday, December 17, 2025 5:12 PM
To: Workspace Support WorkspaceSupport@canadalife.com
Cc: Jamrozinski, Eva Eva.Jamrozinski@canadalife.com; Chan-Kruska, Lydia lydia@kruskafin.com; Beekhoo, Shane Shane.Beekhoo@advicecanada.com
Subject: RE: [EXT] glitches on Online digital seg applications - C24557067

Just to be perfectly clear. I submitted all 3 digital online applications via workspace. I only forwarded the email to Eva to show you that the Transfer forms had to be RE-Signed by my client. There is an issue with Digital online segregated
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Just to be perfectly clear. I submitted all 3 digital online applications via workspace. I only forwarded the email to Eva to show you that the Transfer forms had to be RE-Signed by my client.
There is an issue with Digital online segregated fund applications that need to be fixed. Please check your own system. 
This is a screenshot from Workspace. To show you that 3 applications were complete but only 2 are submitted to head office. Please call me if you would like clarification. I fly out tomorrow for xmas but am available until 4 pm to discuss 519 5502198. It maybe easier to provide context as I don’t think you understand the Issue.
 
THERE ARE ONLY 2 FUNDS ENTERED ON THE INVESTMENT CENTRE BUT THERE SHOULD BE ANOTHER ONE AND HEAD OFFICE EVA SAID THAT THEY ONLY RECEIVED 2. 
 
Lydia Chan-Kruska CLU, CHS, B.A.
Financial Advisor 
Kruska Wealth Management Inc.
Investment Representative
Quadrus Investment Services Ltd.
519 550 2198
lydia@kruskafin.com
 
Inquiries or administration assistance, please call: 
Customer Service Center 1-888-252-1847
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.




Hi Lydia, 

Just one last question to be sure I understand correctly. You didn’t submit this application using the online Digital Segregated Fund Application available in your Workspace account. You submitted the signed pdf by email to Eva? 

This distinction matters for our escalation path. 

Thanks for your help. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: lydia@kruskafin.com <lydia@kruskafin.com> 
Sent: Tuesday, December 16, 2025 3:13 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Chan-Kruska, Lydia <lydia@kruskafin.com>
Subject: RE: [EXT] glitches on Online digital seg applications - C24557067
Importance: High

Hi there, my client’s name is Daniel J Mulloy. Please see the email below that I sent the Segregated fund head office contact person. She has confirmed that only 2 of the applications are received in head office. This is the screenshot from
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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ZjQcmQRYFpfptBannerEnd
Hi there, my client’s name is Daniel J Mulloy.  Please see the email below that I sent the Segregated fund head office contact person.  She has confirmed that only 2 of the applications are received in head office.  
This is the screenshot from my Advisor workspace portal.  There is definitely a glitch on the system as they are missing this locked in RSP application account # #534592373  above but none of the Transfer forms initiated signatures from the client.  
Please Escalate this as I am sure that I am not the only advisor who is transferring investment business.  
Thanks.



From: lydia@kruskafin.com <lydia@kruskafin.com> 
Sent: December 16, 2025 11:09 AM
To: 'Jamrozinski, Eva' <Eva.Jamrozinski@canadalife.com>
Cc: lydia@kruskafin.com
Subject: pls check if locked in RSP(Federal) Application account #534592373
Importance: High

Hi Eva, I submitted  the following 3 digital applications last week and I only see 2 of them listed on the system.. . I have enclosed the Docusign with 2 TARIs.-(#5258255547 and # 534592373) as well as the application that the client signed.
I had to re-send the TARIs to Quadrus as I think there is glitch(blank signatures) on the workspace digital platform as both Transfers didn’t ask the client to sign.  

1.	locked in RSP(Federal) Application  account #534592373.  I don’t see this locked in RSP account on system.  Can you please see if you have received the Application and transfer?
2.	LIRA – Alberta – on system
3.	RSP – on system

Please let me know what you need from me as I will be out of the office Friday until Jan 3 and would like this to be resolved before Dec 31.  

 

Lydia Chan-Kruska CLU, CHS, B.A.
Financial Advisor 
Kruska Wealth Management Inc.

Investment Representative


Lydia Chan-Kruska CLU, CHS, B.A.
Financial Advisor 
Kruska Wealth Management Inc.



Hi Lydia, 

Thank you for contacting Workspace Support.  

I am sorry you experienced this not in good order issue. 

To help us escalate this issue to the proper team, can you provide the client names for these two orders?

Thanks for your help. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: lydia@kruskafin.com <lydia@kruskafin.com> 
Sent: Friday, December 12, 2025 1:20 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Chan-Kruska, Lydia <lydia@kruskafin.com>
Subject: [EXT] glitches on Online digital seg applications
Importance: High

Hi there, I just experienced a not in good order from quadrus on 2 of my Transfers of LIRA and LRSP plans to seg fund applications. Quadrus informed me that the Transfers weren’t signed by the client. (missing auto Signatures from client)
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there, I just experienced a not in good order from quadrus on 2 of my Transfers of LIRA and LRSP plans to seg fund applications.
•	Quadrus informed me that the Transfers weren’t signed by the client.(missing auto Signatures from client)   All of the forms should be automated for signatures.  
•	Also one of the plan boxes wasn’t checked off properly.  As an example it was a locked in RSP and the system checked off correctly on the first page of the transfer form but on the second page for relinquishing institution it checked off LIRA.
I had to get client to re-sign them.   Just wanted to let you know as others maybe going to experience this
Good luck,

Lydia Chan-Kruska CLU, CHS, B.A.
Financial Advisor 
Kruska Wealth Management Inc.

Investment Representative
Quadrus Investment Services Ltd.

519 550 2198
lydia@kruskafin.com
 

Inquiries or administration assistance, please call: 
Customer Service Center 1-888-252-1847

 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",True,2026-01-05T14:16:15.000+0000,False,False,005OH000006wv2TYAQ,2025-12-15T23:22:14.000+0000,0055o000001zVCKAA2,2026-01-05T14:16:16.000+0000,005OH000006wv2TYAQ,2026-01-05T14:16:16.000+0000,(519)550-2198,,lydia@kruskafin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqGCrYAM,False,,24555403,0030A0000029l2JQAQ,0010A000002w8FDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login issue,Medium,"****DDS****12/15/25 

User is having difficulty accessing WS - As per the new process for authentication, user was advised to call us to assist as user is yet to complete registration 
 
============================================================================================= 
 
****Email Chain****

Good day Scoey,

Thank you for contacting Workspace Support regarding your access to Workspace.

To help you with this, we need to connect with you directly over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Ogilvy Hamilton <ogilvy.hamilton@hotmail.com> 
Sent: December 14, 2025 1:14 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Access

Good day, I cannot access workspace Name: Scoey Ogilvy Hamilton ID: OgilvyHamilton Please help, Regards Sent from my iPhone                                                                                                                    
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You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good day, 

I cannot access workspace 

Name: Scoey Ogilvy Hamilton 
ID: OgilvyHamilton

Please help,

Regards 
Sent from my iPhone",True,2025-12-15T22:26:22.000+0000,False,False,005OH0000097FtCYAU,2025-12-15T22:26:22.000+0000,005OH0000097FtCYAU,2025-12-15T22:37:58.000+0000,005OH0000097FtCYAU,2025-12-15T22:37:58.000+0000,(416)272-7479,,ogilvy.hamilton@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqJkAYAU,False,,24554791,003OH00000XD7K1YAL,001OH00000fEnPdYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T22:10:52.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T22:10:52.000+0000,005OH00000BfonJYAR,2025-12-15T22:10:53.000+0000,005OH00000BfonJYAR,2025-12-15T22:10:53.000+0000,(778)512-3038,,rihana.p.finances39@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqKLIYA2,False,,24556709,003G0000018f7EDIAY,0010A000002wPJ0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login err w1281,Medium,"*12/15*
----------------
KB0020560  
RAVI RAVINDER HAYER
RAVI HAYER
f2795
I locked myself out of Workspace, setting up my new laptop , wrong combination and locked 
err w1281
not locked, did not change association to correct one on new device

*email*
----------------

Good afternoon Ravi, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to log into Workspace on your new PC but are running into some issues. We were able to guide you to your association which reverted to the default value on the new pc and prevented login. If you have any questions or concerns, please reply to this email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T01:39:07.000+0000,False,False,005OH000008919xYAA,2025-12-15T23:08:20.000+0000,005OH000008919xYAA,2025-12-16T01:39:07.000+0000,005OH000008919xYAA,2025-12-16T01:39:07.000+0000,(604)732-1508,(604) 306-4929,ravi@hayerwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqKhwYAE,False,,24556495,0030A000002UmrLQAS,0010A000003H1iEQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T23:00:10.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T23:00:10.000+0000,005OH00000BfonJYAR,2025-12-15T23:00:11.000+0000,005OH00000BfonJYAR,2025-12-15T23:00:11.000+0000,(604)855-0034,,dalea@fraserfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqLu3YAE,False,,24555847,0030A0000029VtXQAU,0010A000002vvktQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Worrkspace access - Err-W1283,Medium,"KB0017399 -  Assisted the advisor in resetting his access and his password. issue resolved.
==========

Hi Trevor,

Thank you for contacting the workspace support about getting an error Err-W1283 when accessing your workspace.

We have successfully updated your access on our end, and we have reset your password as well. We have confirmed that you have regain your access to workspace.

We appreciate you time and your patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-15T22:50:27.000+0000,False,False,005OH00000BFPZHYA5,2025-12-15T22:39:18.000+0000,005OH00000BFPZHYA5,2025-12-15T22:56:37.000+0000,005OH00000BFPZHYA5,2025-12-15T22:56:37.000+0000,(204)338-5506,,trevor@trevordoyle.com,(204)272-3460,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqLu4YAE,False,,24556390,0030A0000029dxjQAA,0010A000002w2NoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T22:56:38.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T22:56:38.000+0000,005OH00000BfonJYAR,2025-12-15T22:56:38.000+0000,005OH00000BfonJYAR,2025-12-15T22:56:38.000+0000,(250)413-7549,,alanlolacher@gmail.com,(250)413-7549,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqSXKYA2,False,,24556258,0030A0000029jhoQAA,0010A000002w7AVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T22:52:21.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T22:52:21.000+0000,005OH00000BfonJYAR,2025-12-15T22:52:21.000+0000,005OH00000BfonJYAR,2025-12-15T22:52:21.000+0000,(250)412-3406,7786559977,vicki.cook@manulifewealth.ca,(250)412-3421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqSkEYAU,False,,24556291,0030A0000029jhoQAA,0010A000002w7AVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T22:53:29.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T22:53:29.000+0000,005OH00000BfonJYAR,2025-12-15T22:53:29.000+0000,005OH00000BfonJYAR,2025-12-15T22:53:29.000+0000,(250)412-3406,7786559977,vicki.cook@manulifewealth.ca,(250)412-3421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqSqfYAE,False,,24556006,003G0000018f7oTIAQ,0010A000002wPuvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP application error code Orchid,Medium,"****DDS****12/15/25 

User had error code Orchid when trying to submit the application# 60927407-7 in SP
Through LogMeIn, we were able to clear cookies and cached files - user was able to proceed with the application
Provided steps to clear cookies and cached files if the user experiences another tech issue while submitting an application in SP 
============================================================================================= 
 
****Email Chain****

Bonjour Martin,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la proposition# 60927407-7.

Je suis ravie d’avoir pu vous assister à aller sur la page suivante de cette proposition. Comme mention lors de notre appel, si un problème technique figure lorsque vous faites une proposition, veuillez suivre ces étapes selon le navigateur que vous utilisez:

Microsoft Edge :
1.	Appuyez sur les 3 petits points en haut à droite de votre écran et sélectionnez Paramètres
2.	Sélectionnez Confidentialité, recherche et services
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4.	Changez Intervalle de temps à « À tout moment » (1) et assurez que seulement Cookies et autres données de site (2) et Images et fichiers mis en cache (3) sont sélectionnés
5.	Appuyez sur Effacer maintenant¬¬ (4)
 

Google Chrome :
1.	Appuyez sur les trois petits points en haut à droite de votre écran et sélectionnez Paramètres
2.	Sélectionnez Confidentialité et sécurité
3.	Pour la période, sélectionnez Toutes les données (1) et assurez que seulement Cookies et autres données de site (2) et Images et fichiers mis en cache (3) sont sélectionnés
4.	Appuyez sur Supprimer les données (4)
 




Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T23:14:12.000+0000,False,False,005OH0000097FtCYAU,2025-12-15T22:44:38.000+0000,005OH0000097FtCYAU,2025-12-15T23:14:12.000+0000,005OH0000097FtCYAU,2025-12-15T23:14:12.000+0000,(418)313-7243,(418) 313-7243,martin.fortier@financiavip.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqUu9YAE,False,,24558592,003OH00000NrhplYAB,001OH00000SzpS9YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration - Primerica,Medium,"User encountered ERR-W2310 when registering
Carl D already emailed user the steps to take while they were on a call",True,2025-12-16T01:03:36.000+0000,False,False,005OH0000097FtCYAU,2025-12-16T00:47:18.000+0000,005OH0000097FtCYAU,2025-12-16T01:03:36.000+0000,005OH0000097FtCYAU,2025-12-16T01:03:36.000+0000,(705)362-2663,,yves.morrissette@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqVyEYAU,False,,24556611,003OH00000QDh0BYAT,001OH00000Vtjh4YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration - Primerica,Medium,"***DDS Dec.15/2025***
User was getting the ERR-W2310 code, was not able to fully troubleshoot the issue due to the user failing the hard stop authentication questions. User was not able to provide his advisor code. Asked the user to reach out to his National Account leadership for assistance in providing that.

REF KB: KB0023745

*****Email*****

Hello Brenden,

Thanks for contacting the Workspace Support team regarding the ERR-W2310 message you were receiving when registering for Workspace.

Unfortunately, I was not able to Authenticate you because you were not able to provide your Advisor code.
Please reach out to your National Account leadership for assistance in providing that to you.
Once you have your Advisor code, please give us a call and we would be more than happy to troubleshoot this issue for you.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Take care.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-15T23:34:57.000+0000,False,False,005OH00000BFQFBYA5,2025-12-15T23:04:15.000+0000,005OH00000BFQFBYA5,2025-12-15T23:34:57.000+0000,005OH00000BFQFBYA5,2025-12-15T23:34:57.000+0000,(705)994-2725,,brendensinclair@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqWEMYA2,False,,24556615,0035o000003RuDiAAK,0015o0000044csvAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-15T23:04:40.000+0000,False,False,005OH00000BfonJYAR,2025-12-15T23:04:40.000+0000,005OH00000BfonJYAR,2025-12-15T23:04:41.000+0000,005OH00000BfonJYAR,2025-12-15T23:04:41.000+0000,(778)239-8714,,peymanfinancials@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqXAVYA2,False,,24558315,003OH00000NrhplYAB,001OH00000SzpS9YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - ERR-W2310,Medium,"#Primerica - ERR-W2310 - KB0023745

User called to report that they were getting - ERR-W2310. Provided them the troubleshooting steps to help them with this issue
===================emails=====================

Bonjour Yves,

Vous devez utiliser votre adresse courriel yves.morrissette@primerica.com et non pkfp9@primerica.com.

Veuillez cliquer sur ce lien :https://workspace.canadalife.com/s/login/?language=fr

Inscrivez votre adresse courriel yves.morrissette@primerica.com puis cliquez sur le bouton Continuer

Vous pourrez réinitialiser votre mot de passe sur le prochain écran : 

 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    


Bonjour Yves,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Je viens de vous laisser un appel sur votre boite vocale. 

Votre adresse courriel semble maintenant correspondre à votre adresse courriel qui doit être utilisée pour faire votre inscription à votre compte Espace affaires. 

Vous devriez donc pouvoir retenter de nouveau. 

Pour ce faire, veuillez cliquer sur ce lien : Registration Router

•	Choisissez Je suis affilié à Primerica 
•	Sur la prochaine page, inscrivez votre adresse courriel (yves.morrissette@primerica.com)
•	Cliquez sur Continuer

Vous devriez maintenant recevoir le code d’activation. 

Si jamais vous n’etes toujours pas capable de finir votre inscription, veuillez nous renvoyer un courriel. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T20:59:50.000+0000,False,False,0055o000001zVCKAA2,2025-12-16T00:26:41.000+0000,0055o000001zVCKAA2,2025-12-22T15:44:01.000+0000,0055o000001zVCKAA2,2025-12-22T15:44:01.000+0000,(705)362-2663,,yves.morrissette@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqYL1YAM,False,,24557972,003OH00000RHTJ7YAP,001OH00000X9VpkYAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login Issue - MFA reset request,Medium,"****DDS****12/15/25 

Advisor requested an MFA reset for Marie's WS account (Marie is also an advisor as verified in Siebel)
As per the new process for authentication, user was advised to have Marie call us directly for their MFA reset
 
============================================================================================= 
 
****Email Chain****

Good day Blake,

Thank you for contacting Workspace Support regarding authentication reset for Marie’s Workspace account.

To help with this, we need to connect with Marie directly over the phone.  Please have Marie call us at their convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist with this.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Blake Cherpin <blake@deanfinancial.ca> 
Sent: December 15, 2025 10:56 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Marie Dean <marie@deanfinancial.ca>
Subject: [EXT] Marie Dean Login Issues C6015

Hi there, Can you please reset the 2-factor authentication for Marie's workspace login? We don't know where it is set up, and can't access the code. Thanks, Blake Cherpin, BBA Licensed Insurance Advisor DEAN Financial Ltd. 200-10524
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

Can you please reset the 2-factor authentication for Marie's workspace login?
We don't know where it is set up, and can't access the code.

Thanks,

Blake Cherpin, BBA
Licensed Insurance Advisor

DEAN Financial Ltd.
200-10524 178 Street NW
Edmonton, AB  T5S 2J1
General Phone & Text: 780-487-7903
Direct Phone: 780-540-9322
LinkedIn
www.deanfinancial.ca
Book a meeting with me here

E.& O.E.
 
This communication is confidential.  It is intended only for the recipient(s) named above.  Any disclosure, copying or other distribution of this communication to anyone is strictly prohibited,  If you receive this email message in error, please return it to me.",True,2025-12-16T00:07:19.000+0000,False,False,005OH0000097FtCYAU,2025-12-16T00:07:19.000+0000,005OH0000097FtCYAU,2025-12-16T00:10:52.000+0000,005OH0000097FtCYAU,2025-12-16T00:10:52.000+0000,(780)487-7903,,blake@deanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqZQkYAM,False,,24557020,0030A0000029o1VQAQ,0010A000002wAlmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login MFA issue,Medium,"*12/15*
----------------

Gordon Hinkson
40182

so i just got a new password this morning for repnet and changed the one for workspace, for the authentication, i think we might have an old cell phone number. 

user needed login to workspace, thought their old phone was getting an SMS and didn't realize it was an authenticator app. 

i need the actual CE credits 
lmi to pc, located credit form from transcripts and then clicked on the icon of a certificate on each line 

*email*
----------------
Good afternoon Gordon, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace but were running into an issue with the authenticator part of the process. You were just expecting Workspace to send you an SMS message, but it was prompting for your authenticator app. After entering the information from authenticator, you were able to log in. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T01:47:15.000+0000,False,False,005OH000008919xYAA,2025-12-15T23:20:23.000+0000,005OH000008919xYAA,2025-12-16T01:47:37.000+0000,005OH000008919xYAA,2025-12-16T01:47:37.000+0000,(604)662-3150,,kim.hinkson@oceanwestfg.com,(604)662-3151,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqZSOYA2,False,,24557844,0030A0000029jv1QAA,0010A000002w7L9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/15*
----------------

Lei yu
45457
reset MFA
walked user through setting up MFA 
they reset their pw and then successfully registered MFA for their new device. 


*email*
----------------
Good afternoon Lei, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to set up Salesforce Authenticator on your new device since you no longer have access to the old device. We were able to walk you through the registration of the new app successfully. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T00:17:05.000+0000,False,False,005OH000008919xYAA,2025-12-15T23:59:49.000+0000,005OH000008919xYAA,2025-12-16T00:17:05.000+0000,005OH000008919xYAA,2025-12-16T00:17:05.000+0000,(604)267-1833,(778) 898-6498,stevenyuleigp@gmail.com,(604)269-9588,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqe74YAA,False,,24557369,003G0000018f6hHIAQ,0010A000002wOhXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration,Medium,"***DDS Dec.15/2025***
User was not yet registered for their MGA Workspace account. Advisor already had created a User ID so I was able to walk him through the registration steps using logmein session after authenticating him. 

REF KB: KB0017316

*****Email*****
Hello Gary,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding your MGA Workspace registration.

During our call, we were able to get you registered for your MGA Workspace account.
As a reminder, whenever you log in to your Workspace account, please open the Salesforce Authenticator app on your phone and approve the request to grant you access to your Workspace.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short Survey  and tell us how we did.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T00:03:08.000+0000,False,False,005OH00000BFQFBYA5,2025-12-15T23:36:47.000+0000,005OH00000BFQFBYA5,2025-12-16T00:04:29.000+0000,005OH00000BFQFBYA5,2025-12-16T00:04:29.000+0000,(604)868-1522,(604) 868-1522,gary@ghughesgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqeIMYAY,False,,24557838,0030A0000029eioQAA,0010A000002w2zEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/15/25 

User was unable to complete registration due to error code ERR-W2302
As per the new process for authentication, user was advised to call us to assist with their MGA registration

============================================================================================= 
 
****Email Chain****

Good day Cindy,

We received a request to assist you with the registration process for access to Workspace.

To help you with this, we need to connect with you directly over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 12, 2025 5:22 PM
To: Service <service@magnifywealth.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace 

Hi Cindy.

I am including @CL Workspace Support in this email to assist you in registering for Workspace.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Service <service@magnifywealth.ca> 
Sent: December 10, 2025 9:00 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace 

Hi Tina, I have registered using my service@ magnifywealth. ca email, but it is not letting me. I get as far as putting in my activation code from the email, but then I get this error. Thanks, Cindy Metz | Operations Manager Magnify Wealth Office: 
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Hi Tina, 

I have registered using my service@magnifywealth.ca email, but it is not letting me.  I get as far as putting in my activation code from the email, but then I get this error. 

 

Thanks, 

Cindy Metz | Operations Manager
Magnify Wealth
Office: 902.702.3490 | Fax: 902.468.7292
100-237 Brownlow Avenue | Dartmouth | NS | B3B 2C6
 
Products and Services are offered through Scott Gannon Financial Inc. o/a Magnify Wealth. 

Confidentiality Warning: This communication, including any attachments, is intended only for the addressee and may contain confidential and/or privileged information. Any unauthorized use, distribution, copying or disclosure of the contents, in whole or in part, is strictly prohibited. If you have received this email in error, please notify the sender and permanently delete this material from your computer. 

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 1, 2025 9:36 AM
To: Service <service@magnifywealth.ca>
Subject: Register for access to Canada Life Workspace 

 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	Please wait 2 business days after receiving your User ID to register for Workspace.

Your registration information
Name:	Cindy Metz
Advisor code*:	To be obtained from your aligned advisor.
Activation code:	1-1F2NSCF
* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID) 
•	Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Thank you,



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-15T23:59:23.000+0000,False,False,005OH0000097FtCYAU,2025-12-15T23:59:23.000+0000,005OH0000097FtCYAU,2025-12-16T00:00:40.000+0000,005OH0000097FtCYAU,2025-12-16T00:00:40.000+0000,(902)406-3350,(902)406-3350,scott@scottgannon.com,(902)869-2009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqfKuYAI,False,,24558105,0030A0000029i1sQAA,0010A000002w5oCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T00:14:39.000+0000,False,False,005OH000002iJPDYA2,2025-12-16T00:14:39.000+0000,005OH000002iJPDYA2,2025-12-16T00:14:40.000+0000,005OH000002iJPDYA2,2025-12-16T00:14:40.000+0000,(604)261-2123,(778) 861-1386,sinva.ca@gmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqfMTYAY,False,,24557193,0031600002cJIc3AAG,0010A000002wOKeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needed help to find a policy located in a duplicate,Medium,"User needed help to find a policy located in a duplicate

Hi Julie, 

Thank you for contacting Workspace Support.  

This policy is available in Workspace in a duplicate client page. This is why you weren’t able to find it under the client page. 

To resolve this, you can click on the View Duplicate Client(s) button on either of the client’s Workspace page to merge these two client pages: 

 

Once the client pages are merged all of the policies will be listed under the only client page remaining for this client. 

Have a wonderful day!

Your satisfaction is deeply important to me. Please take a quick moment to complete this survey link. You can provide feedback on my service and share your thoughts on our platform. Your input on both is greatly valued: complete our brief survey



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Julie Frenette <julie@palladiuminsurance.ca> 
Sent: Friday, December 12, 2025 1:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Clost, Merv <merv@palladiuminsurance.ca>
Subject: [EXT] Susan Dever investment information missing the Seg Fund Non-Registered policy

Good afternoon, We are missing the non-registered policy 410871990 to Susan Dever’s account. I can find the information under the policy number but not under Susan Dever’s name. Can I please ask for your assistance to get this done. 
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Good afternoon, 
We are missing the non-registered policy 410871990 to Susan Dever’s account. I can find the information under the policy number but not under Susan Dever’s name. 
Can I please ask for your assistance to get this done. 
Thanks,
Julie 

Book time with Julie Frenette: 30 minutes meeting 


 	Julie Frenette, CHS, CEA
Insurance Advisor / Conseillère en sécurité financière
Assurances Palladium Insurance
Life • Home • Auto • Disability • Group • Business
T: 613 824.8335 ext.224  C: 613 668.7682   F: 613 824.7344  TF: 1-800 566.6314
palladiuminsurance.ca
 
Like our service? Please refer us to your family, friends and colleagues.
 		
 	Notice: Coverage cannot be bound, altered or canceled by leaving an e-mail message; confirmation from one of our licensed brokers is required in order to effect changes. Member, Palladium Insurance Group. The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you
Note: L'addition, changement ou l'enlèvement des protections d'assurance ne peuvent être faits par courriel sans la confirmation de l'un de nos courtiers licenciés. Membre, Groupe d’assurances Palladium. Le contenu de cette communication, y compris tout pièce jointe, est confidentiel et pourrait être de nature privilégiée. Si vous n'êtes pas le destinataire visé, ou si vous ne recevez pas cette communication au nom du destinataire visé, veuillez en aviser l'expéditeur immédiatement et supprimer ou détruire cette communication sans la lire et sans faire suivre, conserver ou copier la communication ou toute partie de son contenu. Merci",True,2025-12-15T23:28:17.000+0000,False,False,0055o000001zVCKAA2,2025-12-15T23:28:17.000+0000,0055o000001zVCKAA2,2025-12-15T23:28:50.000+0000,0055o000001zVCKAA2,2025-12-15T23:28:50.000+0000,(613)824-8335X300,(613) 240-2578,merv@palladiuminsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqiCNYAY,False,,24558796,0030A0000029gGJQAY,0010A000002w4KBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issue,Medium,"Workspace Login Issue - KB0017399

Helped user login by sending them password reset email.

====================emails====================

Bonjour André,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Une fois que vous êtes inscrit et/ou en mesure de vous connecter, veuillez suivre les étapes ci-dessous pour configurer votre application Google Authenticator.
1.	Accédez à la page de connexion Espace affaires sur votre ordinateur :
https://workspace.canadalife.com 

2.	Lorsque vous êtes invité à Choisir une méthode de vérification, sélectionnez Utiliser des codes d’authentification provenant d’une application d’authentification.
3.	Ouvrez l’application Google Authenticator sur votre appareil mobile.
4.	Appuyez sur l’icône +.
5.	Scannez le code QR qui devrait toujours être visible sur l’écran de votre ordinateur.
6.	Sur votre appareil mobile, l’application Authenticator générera un code.
7.	Saisissez le code provenant de Google Authenticator sur l’écran Espace affaires de votre ordinateur, puis cliquez sur Connecter.

Bonne fin de soirée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T01:22:03.000+0000,False,False,0055o000001zVCKAA2,2025-12-16T01:10:30.000+0000,0055o000001zVCKAA2,2025-12-22T15:29:23.000+0000,0055o000001zVCKAA2,2025-12-22T15:29:23.000+0000,(514)932-8088,(514) 386-8694,andre@alevesque.ca,(514)932-8404,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqj8OYAQ,False,,24558332,003OH000003rXfFYAU,001OH000004rWVrYAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Login Issue,Medium,"****DDS****12/15/25 

User is unable to login to WS - their account is locked in SF due to many invalid password entries
As per the new process for authentication, user was advised to call us to assist with their login issue
 
============================================================================================= 
 
****Email Chain****

Good day Lynette,

Thank you for contacting Workspace Support regarding the Workspace login issue.

To help you with this, we need to connect with you directly over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lynette Tolean <lynette_sauvesolutions@outlook.com> On Behalf Of Lynette Tolean
Sent: December 15, 2025 8:02 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Subject: [EXT] Workspace Log in not working

Good morning, Can someone assess so I can log in to the Workspace portal? It's been a week, and I still have no access at all. Thank you for your assistance with this matter. Kind Regards, Lynette Note that our office will be closed for the
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Good morning,

Can someone assess so I can log in to the Workspace portal?

It's been a week, and I still have no access at all.

Thank you for your assistance with this matter.

Kind Regards,
Lynette

Note that our office will be closed for the holidays from December 19th, 2025 
to January 5th, 2026.


Lynette Tolean, CEA- DFP
Insurance Agent / Certified Executor Advisor
Dementia-Friendly Prof. / Travel Insurance Agent


Cell: 613-219-6052
Work: 613-260-3333 ext. 225
email:admin@sauvesolutions.com


Solutions financières Sauvé Financial Solutions Inc.
3751 rue Albion Road, Ottawa, ON   K1T 1A6

https://urldefense.com/v3/__http://www.sauvesolutions.com__;!!HMCOyEk!as3e7OQj912V-qvqKYbaTzXC1eE7URZnyT_ulyTjoRLYA-nflAfaBiL-j_cJi9ZTGDOzOi7HdcoHDRbkINC-27Mufpc1$",True,2025-12-16T00:27:52.000+0000,False,False,005OH0000097FtCYAU,2025-12-16T00:27:52.000+0000,005OH0000097FtCYAU,2025-12-16T00:31:43.000+0000,005OH0000097FtCYAU,2025-12-16T00:31:43.000+0000,(613)260-3333X225,,admin@sauvesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqjwMYAQ,False,,24557493,003OH00000Q2OLuYAN,001OH00000Vga3kYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needs to register to Workspace MGA to access policy,Medium,"User needs to register to Workspace MGA to access policy

Hi Lynn, 

Thank you for contacting Workspace Support.  

To access this policy, you will need first to register to your MGA User ID and then register to your Workspace MGA account  (48 business hours after the creation of your User ID).

Below you’ll find instructions for obtaining both types of access.

How to obtain a User ID
Before you can access your Workspace account, you will l need to register for your User ID. You will need an activation code.

To obtain your activation code, please send an email to distribution_methodology@canadalife.com. Be sure to mention that you’re requesting a User ID, and they’ll be able to assist you with any questions about the process. Tell them you need a User ID for your Workspace account. 

Once you’ve received your activation code and the other necessary information from the Distribution Methodology department at Canada Life, please use the following link to complete your registration:
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/TermsAndConditionsSetup.do 

How to register to a Workspace account

Once registered, you will need to wait 48 business hours before they can proceed with registering for their Workspace account.

To complete your registration, please follow this link: https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 

You will be able to choose the email of your choice for your Workspace account. 

If you have any questions related to registering for your Workspace account, send us an email once you reach this step and we will be glad to assist you. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: Monday, December 15, 2025 5:18 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kan, Lynn <lynn@capellawealth.ca>
Subject: RE: policy No:60525575P

HI Team,

Can you please help Lynn access the above client under their MGA WS account?

Thanks, 

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544 

Upcoming Absences: 

  
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Lynn Kan 
Sent: December-02-25 12:04
To: Hazeu, Sarah 
Subject: [EXT] RE: policy No:60525575P

Hi Sarah, I tried to review summery of the client Wenjie Zhang at workspace, I could not find the client’s name in my workspace. Could you direct me how to found the way to review enforce illustration and summery. Thank your very much!
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ZjQcmQRYFpfptBannerEnd
Hi Sarah,

I tried to review summery of the client Wenjie Zhang at workspace, I could not find the client’s name in my workspace. Could you direct me how to found the way to review enforce illustration and summery.

Thank your very much!

Lynn Kan
Financial Security Advisor 
2000-4515 Central Boulevard, Burnaby, BC V5H 0C6
 Phone: (778) 872-6611
 Fax: (604) 438-7799 
 Email: lynn@capellawealth.ca

Email changing Notice: Please note that my email address is updated to lynn@capellawealth.ca effective immediately. Current lynn.kan@freedom55financial.com email is still monitored regularly and will be closed in October, 2023.

If you no longer want to receive emails from myself, please click the word unsubscribe to email a request to me. 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: Tuesday, November 18, 2025 10:56 AM
To: Lynn Kan <lynn@capellawealth.ca>
Subject: FW: policy No:60525575P

Hello Lynn,

Thank you for submitting your Agent of Record (AOR) change.

I have completed your request to your MGA code H6261.

You will be able to view the change within two business days.

Thanks,

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544 

Upcoming Absences: 

  
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com> 
Sent: October-23-25 11:35
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: policy No:60525575P


________________________________________
From: Lynn Kan <lynn@capellawealth.ca>
Sent: Thursday, October 23, 2025 4:34:37 PM (UTC+00:00) Monrovia, Reykjavik
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: [EXT] policy No:60525575P
Hi This is Lynn, my advisor code: LL28262. I attached Agent of Record change Form for your records. The client’s name is Wen Jie Zhang, the policy no: 60525575P. The client did not pay premium for this year, she wants to pay premium after

Hi 
This is Lynn, my advisor code: LL28262. I attached Agent of Record change Form for your records.
The client’s name is Wen Jie Zhang, the policy no: 60525575P. 
The client did not pay premium for this year, she wants to pay premium after change advisor.

Thanks

Lynn Kan
Financial Security Advisor 
2000-4515 Central Boulevard, Burnaby, BC V5H 0C6
 Phone: (778) 872-6611
 Fax: (604) 438-7799 
 Email: lynn@capellawealth.ca

Email changing Notice: Please note that my email address is updated to lynn@capellawealth.ca effective immediately. Current lynn.kan@freedom55financial.com email is still monitored regularly and will be closed in October, 2023.

If you no longer want to receive emails from myself, please click the word unsubscribe to email a request to me. 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-15T23:42:43.000+0000,False,False,0055o000001zVCKAA2,2025-12-15T23:42:43.000+0000,0055o000001zVCKAA2,2025-12-15T23:43:13.000+0000,0055o000001zVCKAA2,2025-12-15T23:43:13.000+0000,(778)872-6611,,lynnjin2018@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqkE5YAI,False,,24557475,003OH00000QDh0BYAT,001OH00000Vtjh4YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"*12/15*
----------------
Brendan Sinclair
pa180
trying to register for workspace, having some trouble, he is asking my producer  



*email*
----------------

Good afternoon Brenden

Thank you for contacting the Workspace Support Team with your inquiry. 

You were trying to register for Workspace and were running into issues earlier. During our discussion you were able to progress more than you could previously and were finally able to access Workspaces home page. If you have questions or concerns, please reply to this email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T02:06:11.000+0000,False,False,005OH000008919xYAA,2025-12-15T23:42:01.000+0000,005OH000008919xYAA,2025-12-16T02:10:13.000+0000,005OH000008919xYAA,2025-12-16T02:10:13.000+0000,(705)994-2725,,brendensinclair@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqkahYAA,False,,24558745,003G0000018f7ARIAY,0010A000002wPEQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations pw reset,Medium,"***DDS Dec.15/2025***
User wanted assistance with resetting their product illustration pw. Tried to authenticate the user and asked the user for their two valid (active) Advisor codes and user was only able to provide 1 of his active Advisor codes. Could not fully authenticate user since that is hard stop question. Advised him to reach out to his MGA leadership to provide his MGA Advisor code.

REF KB: KB0021888 

*****Email*****

Hello Patrick,

Thanks for contacting the Workspace Support team regarding resetting the password to your Product Illustrations. 

Unfortunately, I was not able to fully authenticate you because you were not able to provide your two active Advisor Codes.
Please reach out to your MGA leadership for assistance in providing you your MGA Advisor code.
Once you have your MGA Advisor Code , please give us a call and we would be more than happy to assist you.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Take care.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T01:21:56.000+0000,False,False,005OH00000BFQFBYA5,2025-12-16T00:59:42.000+0000,005OH00000BFQFBYA5,2025-12-16T01:23:07.000+0000,005OH00000BFQFBYA5,2025-12-16T01:23:07.000+0000,(604)438-1232,(778) 389-8989,chengkafai@patrickcheng.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqmHZYAY,False,,24557949,0030A00000C4D7TQAV,0010A00000DAzOxQAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP app issue - INC1939213,Medium,"*** DDS 23DEC2025 ***
ticket closed, user confirmed issue resolved (they submitted a new app), closing case

*** DDS 16DEC2025 ***
INC1939213 submitted

***DDS Dec.15/2025***
User was not able to proceed past the Health and Lifestyle section on the SP Protect app. did a logmein session & Followed the KBA ensured all areas of the app were fully completed. Cleared cookies/cache and had the user try on a different browser as well. Still not able to proceed with completing the application. Advised user we would be escalating this matter to our 2nd level support team and we would be reaching out to them shortly with a resolution or if we need any further info to investigate. 

REF KB:  KB0013525 

*****Email*****
 
Hello @Workspace Service Leaders,

Advisor was facing an issue when completing the SP app. User was not able to proceed past the Health and Lifestyle section. Followed KB0013525 and ensured that all areas of the app were fully completed.
Cleared cookies/cache and had the user try again using a different browser, but user was still not able to proceed past the Health and Lifestyle section of the app. Advised user we would escalate this for further investigation.

User’s name & phone number : MELISSA KATHRYN ALDRIDGE / (778) 987-7033
User's email address : melissa@elsaywealth.com
Application number: 60927232-5

Please let me know if you need further information – thanks for the help!


Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 15, 2025 5:36 PM
To: Aldridge, Melissa Kathryn <melissa@elsaywealth.com>
Subject: Simple Protect Application Issue - Case - 

Hello Melissa,

Thanks for contacting the Workspace Support team regarding the issue you were having when completing a Simple Protect Application.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great night!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T00:35:53.000+0000,False,False,005OH000006wv2TYAQ,2025-12-16T00:06:03.000+0000,005OH00000BFQFBYA5,2025-12-23T18:49:48.000+0000,005OH000006wv2TYAQ,2025-12-23T18:49:48.000+0000,(778)987-7033,,melissa@elsaywealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqmNyYAI,False,,24557716,003OH00000M9939YAB,001OH00000QurXaYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/15*
----------------
p8278

Currently having a hard time logging into Workspace, got locked out
your account has been locked because you entered incorrect sign in information 
unlocked from panel 
user logged into workspace successfully

*email*
----------------
Good afternoon Michael,

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to log into Workspace but kept encountering issues and eventually locked yourself out due to incorrect attempts. We were able to unlock your account, and you could log into Workspace successfully. If you have any questions or concerns, please reply to this email

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T02:10:43.000+0000,False,False,005OH000008919xYAA,2025-12-15T23:52:08.000+0000,005OH000008919xYAA,2025-12-16T02:10:43.000+0000,005OH000008919xYAA,2025-12-16T02:10:43.000+0000,(604)777-2144,,mromanisson@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hqnS7YAI,False,,24558295,003G0000018f6yXIAQ,0010A000002wP1BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustrator print settings,Medium,"*12/15*
----------------

Ash Gula 

f1001
trying to print the illustration, tried a couple of times, the illustration number does not show when im printing but does on the website
printed to PDF > opened in adobe and printed
now showing the page with the illustration number

GSFA looking for segfund printing for old submitted app 
advised to go see their Wealth RSA to inquire how they are able to get the document for their records

*email*
----------------
Good afternoon Ashok, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to know how to print an illustration without the edge of the document bleeding over the page and cutting off important numbers needed by head office. We overcame this by saving the PDF to desktop and then printing from Adobe instead of the browser. This allowed for the content to fit on a page correctly. Then you had a question related to an older submitted DSFA, if you can still get access to the pdf file if you missed the chance during the print and sign process to secure your own copy. We referred you to your RSA who was found here https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-wealth-wholesaling-support-contact-sheet.pdf. If you have any questions or concerns, please reply to this email

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T01:04:16.000+0000,False,False,005OH000008919xYAA,2025-12-16T00:25:49.000+0000,005OH000008919xYAA,2025-12-16T01:04:16.000+0000,005OH000008919xYAA,2025-12-16T01:04:16.000+0000,(519)857-8366,(519) 857-8366,ash@ashgoela.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,108.0
500OH00000hrffQYAQ,False,,24560286,003OH00000M6xomYAB,001OH00000QsKjSYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access #primerica,Medium,"*** DDS Dec 16th, 2025 ***
User needs to access account. Authenticated and helped reset password before logging in as it looks like account was registered but not signed in yet. Set up MFA and sign in successful.
================
Bonjour Renée,

C’était un plaisir de vous aider aujourd’hui pour accéder à votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à réinitialiser votre mot de passe et installé l’extension d’authentification Google Chrome Authenticator pour accéder à votre compte Espace Affaires. Au final vous vous êtes connectée avec succès.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-16T13:38:41.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-16T13:34:12.000+0000,005OH00000AbJ7aYAF,2025-12-16T14:00:16.000+0000,005OH00000AbJ7aYAF,2025-12-16T14:00:16.000+0000,(819)431-4789,,renee.fearrey@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hrnjOYAQ,False,,24565092,003OH00000890E1YAI,001OH000009vtZCYAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:21:41.000+0000,False,False,005OH000002N6huYAC,2025-12-16T15:21:41.000+0000,005OH000002N6huYAC,2025-12-16T15:21:41.000+0000,005OH000002N6huYAC,2025-12-16T15:21:41.000+0000,(438)944-6175,(418) 617-4421,philippe.bouchard@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hrtYgYAI,False,,24560761,0035o000007ZgUdAAK,0015o000008GB9yAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Suppor-Worksapce registration,Medium,"user has recently join canadalife as the senior underwriter, she is requesting workspace access.
called sl, she is not suppose to have workspace access and is refer off to her request cordinator to request for head office client inquiry system.

email=====================================================================
Bonjour Estelle,

Merci de contacter Workspace supposez concernant l’accès à votre espace de travail.

Comme nous en avons discuté par téléphone pour les employés internes, ils n’ont pas accès à l’espace de travail mais doivent demander l’accès à une autre demande de client du siège social du système (Head office client inquiry).

Cela est fait par votre équipe de direction ou un coordinateur d’accès au système.

Bonjour ,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre soucis, J'ai vraiment apprécié notre échange.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T14:28:30.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-16T13:51:00.000+0000,005OH00000AZ3ZxYAL,2025-12-16T14:28:30.000+0000,005OH00000AZ3ZxYAL,2025-12-16T14:28:30.000+0000,(514)488-3722,,estelle.maingot@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hrtyVYAQ,False,,24560931,0030A00000CGPkdQAH,0010A00000Cr0qRQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset WS Password,Medium,"•	Reason for call: Reset WS password, reset repnet password for PI, and register for WS as MGA
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Reset password via WS, reset iSAM password
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification, KB0023420  
============================
Bonjour Marie-Claude,

Merci d’avoir contacté le support Workspace. Ce fut un plaisir de vous aider à réinitialiser votre mot de passe et à accéder à votre compte Workspace.

Nous avons réussi à vous aider à accéder au Product Illustrator.

Nous avons également réussi à vous inscrire à votre compte AGA Workspace.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T14:03:34.000+0000,False,False,005OH00000BFQFGYA5,2025-12-16T13:56:44.000+0000,005OH00000BFQFGYA5,2025-12-16T14:51:36.000+0000,005OH00000BFQFGYA5,2025-12-16T14:51:36.000+0000,(581)991-1717X104,(418) 558-5781,mcdesrochers@panoramasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hrv13YAA,False,,24560879,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T13:54:59.000+0000,False,False,005OH00000245RQYAY,2025-12-16T13:54:59.000+0000,005OH00000245RQYAY,2025-12-16T13:55:00.000+0000,005OH00000245RQYAY,2025-12-16T13:55:00.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hrvsLYAQ,False,,24562600,0035o000003BmchAAC,001G000000urMrjIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T14:34:57.000+0000,False,False,0050A000000WjqvQAC,2025-12-16T14:34:57.000+0000,0050A000000WjqvQAC,2025-12-16T14:34:57.000+0000,0050A000000WjqvQAC,2025-12-16T14:34:57.000+0000,(613) 398-1394,,norm@kellarfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hrwRjYAI,False,,24560698,003OH00000M95iIYAR,001OH00000QurKvYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,registration,Medium,"***DDS*** 12/16/25
Name:   Lilian ayisi-otchere
Phone:  647-831-3967
Agent code: p1079
Reference: KB0023469 

Thank you for contacting Workspace Support today regarding MFA

To recap our call had adviser use the MFA on her phone (Google Authenticator)
tried logging out, and back in again.",True,2025-12-16T14:00:14.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T13:48:58.000+0000,005OH00000BGeeHYAT,2025-12-16T14:00:14.000+0000,005OH00000BGeeHYAT,2025-12-16T14:00:14.000+0000,(647)831-3967,,lilian.ayisiotchere@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hrxlyYAA,False,,24559645,003G0000018f6g5IAA,0010A000002wOe6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing applications,Medium,"Caller Name: Irene Marion (goes by Katie)
Advisor or support staff: Advisor 
Advisor Code: H6079/ 3439 Seg fund. F7742 (19835)
Advisor Name: JOHN BRADLEY MCCABE MGA AND ADSL DUAL
Phone: 
Email: irene.marion@canadalife.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: confirmed the MGA side
Issue: Logging into her workspace through Advisor Solutions. In the Dig Seg Funds app...has 8. on the application dashboard
only seeing H6079 for MGA. Where did all the applications go for ADSL. Would see

FINDINGS: did a log me in session. 

she goes by Irene or Katie Marion.
In Siebel there is Irene Marion with her CL email and TPA is seen for Angelo Bucciarelli E6640 she confirms she used to work with him but he's retiring and everything has moved over to John now. She noted everything worked ok upto yesterday. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000237jlYAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH000006uHUBYA2%26cntc%3D003OH000006uHUBYA2%26id%3D005OH00000237jlYAA


RESOLUTION: ON 1 SCREEN/EDGE WHICH I COULDN'T SEE IN LOG ME IN THERE WAS SECURITY BLOCKING. SHE couldn't view Johns book of business
had her sign out, sign in again on the screen I could see and she was able to access what she needed.
advised her to always sign out/in/use different browsers. she was using the same browser to sign in for both MGA and ADSL. 

also sent her the TPA form for John to fill out as she doesn't have TPA for his MGA 

--------------------------------------***DDS  12/16/2025***--------------------------
Hello Katie,

Thank you for contacting Workspace Support. It was a pleasure speaking to you today and glad we were able to help resolve you not being able to see the applications you’re looking for on Workspace.

To recap during our LogMeIn session, we had you sign out/sign in again on your Edge browser and you were able to review the applications you were looking for.

As noted, please ensure you’re always signing out and not signing into both Advisor Solutions and MGA under the same browser, use separate browsers for each if you need to view them both at the same time.

With regards to TPA access to the advisor John Mccabe’s book of business for MGA, please have John review the attached form and or complete the form and send it off to Distribution_Methodology@canadalife.com 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-16T14:05:34.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T13:02:59.000+0000,005OH00000AUS7aYAH,2025-12-16T14:06:00.000+0000,005OH00000AUS7aYAH,2025-12-16T14:06:00.000+0000,(519)550-1770,,john@abwealthandestate.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hry28YAA,False,,24561967,003G0000018f6YFIAY,0010A000002wOVKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T14:22:09.000+0000,False,False,0050A000000WjqvQAC,2025-12-16T14:22:09.000+0000,0050A000000WjqvQAC,2025-12-16T14:22:09.000+0000,0050A000000WjqvQAC,2025-12-16T14:22:09.000+0000,(613)354-2726,(613) 531-1686,bob@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hs0dUYAQ,False,,24563136,0030A0000029YBgQAM,0010A000002vxhJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy Visibility Issue,Medium,"***DDS 2025-12-17***
User reports still being unable to see policy.
DDS advised user to search using policy number as user is looking under incorrect account owner.

***DDS 2025-12-16***
User reports being unable to see policy 60731673P within their Workspace.
DDS investigated issue and it seems like policy 60731673P is visible to user in their Workspace account.
DDS notified user to search using global search bar.
 
================================================================================
****Email Chain**
Hello Cherie,

Thank you for your response regarding the policy 60731673P. We’ve investigated this issue further and we can confirm that this policy is indeed visible from the advisor’s Workspace account, but under a different account owner than Wendy Cheung, namely Senses Investment Corp. Please have the advisor search using the policy number in the global search bar on the top right to find this policy as shown in the screenshot below:
 

If you or the advisor believes this policy is currently under the incorrect account owner and it should be Wendy, please contact Client Service Centre at 1-888-252-1847 to confirm if the information displaying on Workspace accurately reflects what they have in their database and upon confirmation, we can make the correction to the policy details.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Wu, Cherie <Cherie.Wu@canadalife.com> 
Sent: December 16, 2025 4:45 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P) **Urgent** - Case 24563136

Hello Justin,

The advisor tried to logon to workspace, he is able to locate the client’s name, but no details. Please see screen shot as below:

 



Cherie Wu (she/her) BBA
Regional Sales Manager, Insurance – BC
Canada Life
Cell: 604 -618 -2553
Cherie.wu@canadalife.com

 

If you are unable to reach me directly please contact:

Wenjia Li, Regional Sales Representative, Insurance
Cell:  (604)612-5105 
wenjia.li@canadalife.com 

Serena Jiao, Regional Sales Associate, Insurance
Cell: 604-648-3087
Serena.Jiao@canadalife.com

For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: click here

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 16, 2025 6:47 AM
To: Wu, Cherie <Cherie.Wu@canadalife.com>
Subject: RE: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P) **Urgent** - Case 24563136

Hello Cherie,

Thank you for contacting the Workspace Support team regarding this policy detail issue. We’ve investigated this issue, and it appears that this policy is indeed viewable within Jason’s Workspace account. From what we can see, there doesn’t seem to be an issue with this policy’s visibility. Please have him search by entering the policy number in the search bar on the top right of the page to find the policy details.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Wu, Cherie <Cherie.Wu@canadalife.com> 
Sent: December 15, 2025 1:07 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P) **Urgent**

Hi Team,

My advisor and client are not able to view this policy’s detail on work space, could you please look into it and advice.

Thank you very much.


Cherie Wu (she/her) BBA
Regional Sales Manager, Insurance – BC
Canada Life
Cell: 604 -618 -2553
Cherie.wu@canadalife.com

 

If you are unable to reach me directly please contact:

Wenjia Li, Regional Sales Representative, Insurance
Cell:  (604)612-5105 
wenjia.li@canadalife.com 

Serena Jiao, Regional Sales Associate, Insurance
Cell: 604-648-3087
Serena.Jiao@canadalife.com

For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: click here

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Mitrenga, Brandi <Brandi.Mitrenga@canadalife.com> 
Sent: December 15, 2025 9:59 AM
To: Wu, Cherie <Cherie.Wu@canadalife.com>
Subject: FW: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P) **Urgent**

Hi Cherie, 

Laura asked me to reach out to you regarding this policy as Ann is currently away.

According to our records, the advisor on file is TOP PRODUCER CONSULTING LTD , code C5800, which shows as Jason Chau as the AOR under this code.  There was no agent of record change completed, that I can see.

If Jason cannot view this policy on Workspace, please contact Workspace support as this is not something client services can assist with.
 
Thanks.
 
Brandi Mitrenga (she/her)
In-Force Policy Analyst | Insurance Operations, In-Force Policy
Analyste - Polices en vigueur | Exploitation Assurance, Polices en vigueur 
brandi.mitrenga@canadalife.com  | Toll-free/Téléphone sans frais: 1-844-540-3979
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 



From: Wu, Cherie <Cherie.Wu@canadalife.com> 
Sent: December 15, 2025 11:41 AM
To: Bechtold, Laura <Laura.Bechtold@canadalife.com>
Subject: FW: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P) **Urgent**

Hi Laura,

Hope you had great weekend.

I need your help on this issue; I have been reaching out to Ann-Marie try to figure out what happened on our end and why the advisor on record has been changed? I still haven’t receive any response yet. Advisor and client both confirmed nobody submitted any change of AOR for this policy, this issue cause both advisor and client not able to access the policy and they are very frustrated.

It has been going back and forth for about a month.

Could you please look into it and advice,

Thank you very much. 


Cherie Wu (she/her) BBA
Regional Sales Manager, Insurance – BC
Canada Life
Cell: 604 -618 -2553
Cherie.wu@canadalife.com

 

If you are unable to reach me directly please contact:

Wenjia Li, Regional Sales Representative, Insurance
Cell:  (604)612-5105 
wenjia.li@canadalife.com 

Serena Jiao, Regional Sales Associate, Insurance
Cell: 604-648-3087
Serena.Jiao@canadalife.com

For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: click here

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Wu, Cherie 
Sent: December 10, 2025 8:08 AM
To: Anderson, Ann-Marie <Ann-Marie.Anderson@canadalife.com>
Cc: Bechtold, Laura <Laura.Bechtold@canadalife.com>
Subject: RE: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P)

Hi Anne-Marie,

Could you please let me know why the advisor on record has been changed without any advise from advisor or client?

Thank you


Cherie Wu (she/her) BBA
Regional Sales Manager, Insurance – BC
Canada Life
Cell: 604 -618 -2553
Cherie.wu@canadalife.com

 

If you are unable to reach me directly please contact:

Wenjia Li, Regional Sales Representative, Insurance
Cell:  (604)612-5105 
wenjia.li@canadalife.com 

Serena Jiao, Regional Sales Associate, Insurance
Cell: 604-648-3087
Serena.Jiao@canadalife.com

For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: click here

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Anderson, Ann-Marie <Ann-Marie.Anderson@canadalife.com> 
Sent: December 10, 2025 2:56 AM
To: Wu, Cherie <Cherie.Wu@canadalife.com>
Subject: RE: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P)

Hi,

Please have the client call the call center to request an agent of record change to the agent of choice. I can’t do anymore from my end.

Thank You & Have A Nice Day!  
Regards,

Ann-Marie Anderson
Senior Policy Associate | In-Force Policy | Canada Operations
Associée principale | Polices en vigueur | Exploitation, Canada

Ann-Marie.Anderson@canadalife.com | Phone: 306-751-6133 | Toll-free/Téléphone sans frais: 1-844-231-2995

 


 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Wu, Cherie <Cherie.Wu@canadalife.com> 
Sent: December 9, 2025 5:14 PM
To: Anderson, Ann-Marie <Ann-Marie.Anderson@canadalife.com>
Subject: RE: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P)

Hello Ann-Marie,

Hope it finds you well.

The advisor brought this to my attention, the client didn’t change the advisor on record, could you please look into this and let me know why we have different advisor on this case?

Thank you


Cherie Wu (she/her) BBA
Regional Sales Manager, Insurance – BC
Canada Life
Cell: 604 -618 -2553
Cherie.wu@canadalife.com

 

If you are unable to reach me directly please contact:

Wenjia Li, Regional Sales Representative, Insurance
Cell:  (604)612-5105 
wenjia.li@canadalife.com 

Serena Jiao, Regional Sales Associate, Insurance
Cell: 604-648-3087
Serena.Jiao@canadalife.com

For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: click here

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

what she’s talking bout 😑 Regards, Jason Chau DMA—Retirement Income Services Specialist Life Products Specialist JasonChauFinancial. com Cell: (604) 649-3812. email: Jason@ JasonChauFinancial. com jasonchau649@ gmail. com
ZjQcmQRYFpfptBannerStart
From: ""Anderson, Ann-Marie"" <Ann-Marie.Anderson@canadalife.com>
Date: December 9, 2025 at 12:54:54 PM PST
To: jasonchau649@gmail.com
Subject: RE: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P)
 
Hi,
 
Please speak to the policy owners to find out who the new agents are on the policy, with the change of ownership. If there is to be a agent change, please have the client call the call centre or have an AOR change done.
 
Thank You & Have A Nice Day!  
Regards,
 
Ann-Marie Anderson
Senior Policy Associate | In-Force Policy | Canada Operations
Associée principale | Polices en vigueur | Exploitation, Canada
 
Ann-Marie.Anderson@canadalife.com | Phone: 306-751-6133 | Toll-free/Téléphone sans frais: 1-844-231-2995
 
 
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Bechtold, Laura <Laura.Bechtold@canadalife.com> 
Sent: December 9, 2025 6:27 AM
To: Anderson, Ann-Marie <Ann-Marie.Anderson@canadalife.com>
Subject: FW: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P)
 
Hi Ann,
 
Can you please look into? Your statement is a bit confusing, it sounds like because of the title change Jason lost his agent of record? We also need to provide a solution to assist them. If they are not the AOR, we need to advise them the next steps (ie. please contact the client). We also need to provide them the privacy blurb. 
 
Thanks,
Laura Bechtold
Associate Manager | Insurance Operations, In-Force Policy
Directrice Adjointe Principale | Exploitation Assurance, Polices en vigueur 
Laura.Bechtold@canadalife.com |  Phone/Téléphone:306-751-6553 | Toll-free/Téléphone sans frais: 1-844-231-3003 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Wu, Cherie <Cherie.Wu@canadalife.com> 
Sent: December 8, 2025 7:06 PM
To: Bechtold, Laura <Laura.Bechtold@canadalife.com>
Subject: FW: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P)
 
Hello Laura,
 
Could you please help on these on-going issues. The original request was submitted on Nov 20th looking for help on Client’s portal since the client cannot see the policy on her end. We have received the reply from Ann-Marie that indicate Jason is not AOR on this case. Could you please look into it and it is causing frustration for the advisor and client.
 
Thank you very much
 
 
Cherie Wu (she/her) BBA
Regional Sales Manager, Insurance – BC
Canada Life
Cell: 604 -618 -2553
Cherie.wu@canadalife.com
 
 
 
If you are unable to reach me directly please contact:
 
Wenjia Li, Regional Sales Representative, Insurance
Cell:  (604)612-5105 
wenjia.li@canadalife.com 
 
Serena Jiao, Regional Sales Associate, Insurance
Cell: 604-648-3087
Serena.Jiao@canadalife.com
 
For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: click here
 
Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
From: Jason Chau <jasonchau649@gmail.com> 
Sent: December 6, 2025 11:41 AM
To: Anderson, Ann-Marie <Ann-Marie.Anderson@canadalife.com>
Cc: Wu, Cherie <Cherie.Wu@canadalife.com>; Way Process <process@wayfinancial.ca>; Ng, Carol <Carol.Ng@CanadaLife.com>
Subject: [EXT] Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P)
 
I have just checked my portal, and there is no product under Wendy Cheung and yet I don't see Senses (the new owner from Wendy), neither can Wendy access her file Please escalate this and fix the issue. We did the title change but there
I have just checked my portal, and there is no product under Wendy Cheung and yet I don't see Senses (the new owner from Wendy), neither can Wendy access her file
Please escalate this and fix the issue.  
We did the title change but there is no reason why I'm not the AOR
 
 
 Jason Chau
DMA--Retirement Income Services Specialist
Senoir Advisor--Product Specialist & Corp Insurance
604-649-3812      Jason@Jasonchaufinancial.com      JasonChau649@gmail.com
 
JasonChauFinancial.com
 
 
On Sun, Nov 30, 2025 at 5:10 AM Anderson, Ann-Marie <Ann-Marie.Anderson@canadalife.com> wrote:
Hi,
 
Due to title change request received and processed, Jason Chau is no longer the agent on record.
 
Thank You & Have A Nice Day!  
Regards,
 
Ann-Marie Anderson
Senior Policy Associate | In-Force Policy | Canada Operations
Associée principale | Polices en vigueur | Exploitation, Canada
 
Ann-Marie.Anderson@canadalife.com | Phone: 306-751-6133 | Toll-free/Téléphone sans frais: 1-844-231-2995
 
<image003.png>
 
 
 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Jason Chau 
Sent: November 20, 2025 8:16 AM
To: Wu, Cherie 
Cc: Michelle Mar 
Subject: Re: Life Insurance Policy - Wendy Cheung (Policy Number: 60731673P)
 
Hi Cherie, Wendy just told me that her ins portal now cannot see any info/summary etc after the title change. Can u please look into that 🙏🙏😉thx (It seems to work fine on my end) Regards, Jason Chau DMA—Retirement Income Services Specialist
Hi Cherie,
 
Wendy just told me that her ins portal now cannot see any info/summary etc after the title change. Can u please look into that 🙏🙏😉thx
(It seems to work fine on my end)
 
Regards,
 
Jason Chau
DMA—Retirement Income Services Specialist
Life Products Specialist
 
JasonChauFinancial.com
Cell:
(604) 649-3812. 
email: 
Jason@JasonChauFinancial.com
jasonchau649@gmail.com
 
 
 
This message may contain privileged or confidential information. If you are not the intended recipient of this message, or if you have received it by mistake, please notify the sender immediately and delete the original without making a copy or disclosing its content.",True,2025-12-16T14:45:21.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T14:45:21.000+0000,005OH00000AX0rVYAT,2025-12-17T14:16:59.000+0000,005OH00000AX0rVYAT,2025-12-17T14:16:59.000+0000,(604)649-3812,,jasonchau649@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hs0yQYAQ,False,,24561990,0030A0000029Zl6QAE,0010A000002vyzeQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Login Issue,Medium,"User was not able to sign in- was not asking for her association. Directed her to the correct website. 

Email: alissa.mcanuff@edwardjones.com 

******************************************************************
Good morning, Alissa 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!

I’m glad I was able to assist you with signing into your Workspace account. As a reminder the direct log in site is https://workspace.canadalife.com/. And remember to change the drop-down option for how you are associated to ‘MGA’. 

If you have any questions or have need any further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T14:28:55.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T14:22:32.000+0000,005OH00000BG5v4YAD,2025-12-16T14:29:07.000+0000,005OH00000BG5v4YAD,2025-12-16T14:29:07.000+0000,(905)639-3384X0547,,alissa.mcanuff@edwardjones.com,(877)765-1723,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hs13FYAQ,False,,24561405,0030A0000029k3DQAQ,0010A000002w7RtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Changing Workspace Login Email Address,Medium,"***DDS*** 12/16/25
Name:   amanda pratt
Phone:  613-258-1997 255
Agent code: LL16010  C6713
Reference: KB0017316

Advisor name: Matthew felker
Hi Amanda,

Thank you for contacting Workspace Support today regarding MGA Workspace Registration

To recap our call for today:

Advisor would like to update his workspace logon email to Mfelker@Assante.com
Turns out Mathew is not yet registered to Workspace
We went though registration
Had Amanda Log in, out and back i again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.",True,2025-12-16T14:35:56.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T14:09:17.000+0000,005OH00000BGeeHYAT,2025-12-16T14:51:19.000+0000,005OH00000BGeeHYAT,2025-12-16T14:51:19.000+0000,(613)258-1997,,jana@ofarrellfinancial.com,(613)258-6983,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hs4kJYAQ,False,,24564516,003G0000018f6W9IAI,0010A000002wOSqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access - ERR-W1281,Medium,"KB0020560 - Assisted advisor in fixing the issue. Issue resolved.
==================

Hi Paul,

Thank you for contacting the workspace support about getting an error when accessing workspace.

We have confirmed that your access is all set on our end and confirm as well that you were able o access workspace as of this time. Please make sure that you put the correct email, password and association correctly when trying to sign in to workspace for future reference.

Appreciate your time calling us today and the patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T15:25:05.000+0000,False,False,005OH00000BFPZHYA5,2025-12-16T15:11:27.000+0000,005OH00000BFPZHYA5,2025-12-16T23:41:15.000+0000,005OH00000BFPZHYA5,2025-12-16T23:41:15.000+0000,(519)435-7979,(519) 661-9029,paul.gowan@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hs5ZsYAI,False,,24561525,003G0000018f7cDIAQ,0010A000002wPinQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T14:12:11.000+0000,False,False,005OH00000245RQYAY,2025-12-16T14:12:11.000+0000,005OH00000245RQYAY,2025-12-16T14:12:11.000+0000,005OH00000245RQYAY,2025-12-16T14:12:11.000+0000,(450) 420-2555,(514) 951-0555,johanne@groupefinancierlgc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hs5hxYAA,False,,24562153,0030A0000073gIoQAI,0010A000007uPDPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't setup authenticator,Medium,"Caller Name: YingHong Cheng
Advisor or support staff: Advisor 
Advisor Code: H9515
Advisor Name: YingHong Cheng	
Phone: (647) 575-7910 
Email: maywu0504@gmail.com		
Siebel verification: done using KB0021888  
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: done using KB0021888  
Issue: Trying to login to Workspace. Setup SF/goog authenticator and the 2 word phrase not working. 

FINDINGS:

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001odg5AAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H4yzAAC%26cntc%3D0035o000004H4yzAAC%26id%3D0055o000001odg5AAA

RESOLUTION: Did a logme in session. she wasn't using the correct authenticator. she downloaded google and Microsoft but chose SF auth on the computer. 
had setup Microsoft Authenticator. 
had her sign in/out/in again to test with success. 


--------------------------------------***DDS  12/16/2025***--------------------------
Hello Yinghong,

Thank you for contacting Workspace Support today regarding not being able to setup authenticator app to access Workspace.

It was a pleasure speaking to you and helping you access Workspace.

To recap, during our LogMeIn session we determined you were selecting Salesforce instead of the 2nd option as you had already downloaded Microsoft Authenticator. 

Here is a recap of what we did today.
1.	Setup the MGA Workspace account on your phone using the Microsoft Authenticator you already downloaded.
2.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T14:50:57.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T14:25:57.000+0000,005OH00000AUS7aYAH,2025-12-16T14:50:57.000+0000,005OH00000AUS7aYAH,2025-12-16T14:50:57.000+0000,(647)575-7910,,maywu0504@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hs95kYAA,False,,24562635,003OH00000M9CAFYA3,001OH00000QulSjYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application Inquiries,Medium,"NAME: RAYMOND FISHER
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: P4784
PHONE: +15148985058 
EMAIL: rfisher@primerica.com 
 
ISSUE: 
User is trying to find out who to contact about a pending application  
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
We don’t have access to submitted applications. 
 
TROUBLESHOOTING/RESOLUTION:
Advised user to contact their RSM
 
EMAIL:
 
--------------------------------------***DDS DEC/16/2025***--------------------------
Hello Raymond,
Thank you for contacting Workspace Support about information on your submitted application. 
As I mentioned on the call, please reach out to your regional sales associate or regional sales manager, Scott Tessier for more information on your submitted applications. At workspace, we have no information on an application once it has been submitted.
Scott Tessier can be reach by email or phone at:
Email
scott.tessier@canadavie.com
Phone
 (450) 846-1208
Let me know if you have any more questions
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-16T14:57:35.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T14:35:38.000+0000,005OH00000BGf2TYAT,2025-12-17T17:49:14.000+0000,005OH00000BGf2TYAT,2025-12-17T17:49:14.000+0000,(514)898-5058,,rfisher@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hs9FGYAY,False,,24561494,003G0000018f6peIAA,0010A000002wOrNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup,Medium,"Mike Musi

Advisor needed assistance with MFA disconnect and setup new one. after authentication, called them back and setup new authenticator.

Hello Mike,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with MFA Disconnect and setup new one. After authentication, I called you back and disconnected the authenticator. You were able to setup the authenticator successfully. This allows you to login without any issues.

 I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T14:15:58.000+0000,False,False,005OH00000BFiyTYAT,2025-12-16T14:11:18.000+0000,005OH00000BFiyTYAT,2025-12-16T14:15:58.000+0000,005OH00000BFiyTYAT,2025-12-16T14:15:58.000+0000,(450)492-5688,(514) 833-6874,mike@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsBAdYAM,False,,24563045,0030A0000029WP4QAM,0010A000002vw8bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 16th, 2025 ***
User needs to reset MFA with new phone. Authenticated with rotation 2, called back, disconnected, helped reconnect and sign in successful.
==============
Bonjour Patrick

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à réinitialiser votre authentificateur Microsoft Authenticator pour accéder à votre compte Espace Affaires. Au final vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-16T14:58:20.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-16T14:43:24.000+0000,005OH00000AbJ7aYAF,2025-12-16T15:13:19.000+0000,005OH00000AbJ7aYAF,2025-12-16T15:13:19.000+0000,(819)758-9401,,patrick@premiereavenue.ca,(819)758-9190,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsBiWYAU,False,,24562513,0030A0000029oqrQAA,0010A000002wBRIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T14:33:07.000+0000,False,False,005OH000007fgYjYAI,2025-12-16T14:33:07.000+0000,005OH000007fgYjYAI,2025-12-16T14:33:07.000+0000,005OH000007fgYjYAI,2025-12-16T14:33:07.000+0000,(514)334-4452,(514) 777-7975,jacques@jacqueslaframboise.com,(514)336-7511,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsC6hYAE,False,,24562104,0030A0000029X0WQAU,0010A000002vwfjQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Code vs ADSL Code,Medium,"***DDS 2025-12-16***
User followed up after the resolution of case 24495838.
User wanted to know why a policy was coded to the advisors MGA code and not ADSL code.
DDS referred user to RSA.
 
================================================================================
****Email Chain**
Good morning Joanie,

Thank you for your response regarding Leslie’s policy. Unfortunately, since we deal more with the technical issues, we aren’t equipped to answer this process related question. For this kind of question, we would refer you to your Regional Sales Associate for Insurance Jane Bernier at Jane.Bernier@canadalife.com or to your Regional Sales Representative for Wealth Sandra Brooks at Sandra.Brooks@canadalife.com depending on the type of product.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Joanie Long <joanie@arbourwealth.ca> 
Sent: December 15, 2025 1:03 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: MGA Workspace Registration - Case 24495838

Hi Justin, I just wanted to say thanks again for being so thorough and helpful on Friday. I wanted to follow up on , Ed did ask why Leslie’s policy would need to go under an MGA code, also how would we go about to transferring it to his
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Justin,
 
I just wanted to say thanks again for being so thorough and helpful on Friday. I wanted to follow up on , Ed did ask why Leslie’s policy would need to go under an MGA code, also how would we go about to transferring it to his code that we always use with Canada Life.
 
I appreciate any insights you can give us.
 
Thanks,
 
Joanie Long
Financial Services Associate
 
 
 Office:  902.431-5500, ext. 3            Fax: 902.406.4034
38 Ella Lane,  Unit 200,  Bedford,  NS  B4B 2M8
Please click here to schedule your meeting with Ed! 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 1:37 PM
To: Joanie Long <joanie@arbourwealth.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>; Ed Hickey <ed@arbourwealth.ca>
Subject: MGA Workspace Registration - Case 24495838
 
Hello Joanie,
 
It was a pleasure speaking to you regarding Ed’s MGA Workspace access. As discussed, we’ve included Distribution Methodology in this email chain to provide Ed with his MGA Workspace activation code. Additionally, please have Ed compete the attached Third Party Access form and send the completed document to Distribution_Methodology@canadalife.com so they can provide you with your own MGA Workspace access.
 
@Distribution Methodology Could you please provide Edgar Hickey with his activation code and registration letter for his MGA Workspace account linked to the code D4175?
 
@Hickey, Ed Once you have this activation code, you proceed with your MGA Workspace registration. If you have any questions about the process or require further assistance, feel free to reply to this email or give us a call at 1-800-475-7001 and we would love to assist you.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T14:24:51.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T14:24:51.000+0000,005OH00000AX0rVYAT,2025-12-16T14:24:51.000+0000,005OH00000AX0rVYAT,2025-12-16T14:24:51.000+0000,(902)431-5500,,ed@arbourwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsCTRYA2,False,,24566017,0030A00000CVdxdQAD,0010A00000D6bsQQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:35:51.000+0000,False,False,0055o000001NWfMAAW,2025-12-16T15:35:51.000+0000,0055o000001NWfMAAW,2025-12-16T15:35:51.000+0000,0055o000001NWfMAAW,2025-12-16T15:35:51.000+0000,(905)325-6752,,guolichee@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsChqYAE,False,,24564837,0030A0000029UzeQAE,0010A000002vv2JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Authenticator Disconnect Request,Medium,"***DDS 2025-12-16***
User got a new phone and needed assistance in disconnecting and reconnecting new Authenticator.
DDS advised user to call as we cannot assist this request over email.
 
================================================================================
****Email Chain**
Hello Grant,

We recently became aware of your issues with your Authenticator app and your Workspace access. Unfortunately, Workspace only supports Authenticator apps to authenticate logins. To help you with disconnecting your old phone’s Authenticator and connecting your new phone’s Authenticator, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Maiato, Eddie <Eddie.Maiato@canadalife.com> 
Sent: December 15, 2025 11:55 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: FW: tutorial on E app

Good afternoon team,

Please see inquiry below and kindly advise.

Thank you




Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com

Sept. 22 - Dec. 31, 2025: 3 months of CI premium waived in combo app
A new way to protect more and save more: critical illness insurance premium offer

Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions:  Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847
 

 
Visit  canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: Grant Miller <grant.miller@dfsin.ca> 
Sent: December 15, 2025 11:51 AM
To: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: [EXT] RE: tutorial on E app

Good morning Eddie. I have a new phone and now cannot log into workspace. Is there not an easier way than using this authenticator app???? From: Maiato, Eddie <Eddie. Maiato@ canadalife. com> Sent: August 15, 2025 12: 30 PM To: Grant Miller
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Eddie.  I have a new phone and now cannot log into workspace.
Is there not an easier way than using this authenticator app????

From: Maiato, Eddie <Eddie.Maiato@canadalife.com> 
Sent: August 15, 2025 12:30 PM
To: Grant Miller <grant.miller@dfsin.ca>; Alexandra Van Tassell <alexandra.vantassell@dfsin.ca>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: tutorial on E app

Good afternoon, Grant and Alexandra,

It was a pleasure speaking with you both!   When you have a moment, please complete the TPA form and send it back to me.

Here's a quick recap of key items and resources:
________________________________________
•	 Third-party access (TPA) enables your associate to view and manage your Canada Life business. If they are not yet authorized or registered, they will receive an email with a code and instructions to access Canada Life Workspace.
________________________________________
•	 Form 17-8944 – Use when completing an application remotely (not in person).
•	 Form 46-10771 – Use when a client, beneficiary, or third-party payee needs to verify their identity, and you can't view their government-issued photo ID in person. Required for AML (Anti-Money Laundering) compliance.
 Health & Lifestyle Prep
•	 Term and PAR Resource – This resource can be shared with your client ahead of the meeting to help them prepare for Health and Lifestyle questions.

Banking format document
•	Use the account format when completing our NB webapplicaton and SimpleProtect

Have a great weekend.

Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com
📅 Book time to meet with me 

Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions:  Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847
 

 
Visit  canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: Grant Miller <grant.miller@dfsin.ca> 
Sent: August 11, 2025 4:44 PM
To: Maiato, Eddie <Eddie.Maiato@canadalife.com>; Kale, Vinitha <Vinitha.Kale@canadalife.com>
Cc: Alexandra Van Tassell <alexandra.vantassell@dfsin.ca>
Subject: [EXT] RE: tutorial on E app

My apologies Eddie. I completely overlooked two items in my calendar on Thursday that overlap this time. Quite flexible otherwise if we can find another time wed / thurs / fri Thank you, GM From: Maiato, Eddie <Eddie. Maiato@ canadalife. com>

My apologies Eddie.  I completely overlooked two items in my calendar on Thursday that overlap this time.
Quite flexible otherwise if we can find another time wed / thurs / fri
Thank you,
GM

From: Maiato, Eddie <Eddie.Maiato@canadalife.com> 
Sent: August 11, 2025 3:15 PM
To: Grant Miller <grant.miller@dfsin.ca>; Kale, Vinitha <Vinitha.Kale@canadalife.com>
Cc: Alexandra Van Tassell <alexandra.vantassell@dfsin.ca>; Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: RE: tutorial on E app

Hi Grant,

I’m available on Thursday August 14th at 11:30am – 12:30pm

Thank you




Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com
📅 Book time to meet with me 

Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions:  Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847
 

 
Visit  canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: Grant Miller <grant.miller@dfsin.ca> 
Sent: August 11, 2025 3:09 PM
To: Maiato, Eddie <Eddie.Maiato@canadalife.com>; Kale, Vinitha <Vinitha.Kale@canadalife.com>
Cc: Alexandra Van Tassell <alexandra.vantassell@dfsin.ca>
Subject: [EXT] RE: tutorial on E app

Hi Eddie, sorry for the delay. Can we do something on Wednesday, Thursday or Friday? Thanks, GM From: Maiato, Eddie <Eddie. Maiato@ canadalife. com> Sent: August 8, 2025 10: 21 AM To: Kale, Vinitha <Vinitha. Kale@ canadalife. com>; Grant

Hi Eddie, sorry for the delay.
Can we do something on Wednesday, Thursday or Friday?
Thanks,
GM

From: Maiato, Eddie <Eddie.Maiato@canadalife.com> 
Sent: August 8, 2025 10:21 AM
To: Kale, Vinitha <Vinitha.Kale@canadalife.com>; Grant Miller <grant.miller@dfsin.ca>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: RE: tutorial on E app

Good morning, Grant,

I hope you're doing well. 

I'm available on Monday, August 11th between 11:00am–12:00pm and 1:00pm–2:00pm.  Please let me know which time works best for you, and I’ll send over a Teams invite.

I've included a few resources to help guide you through the application process using our New Business Web-application and SimpleProtect. We can review them together during our meeting.

Setting Up Your Preferences
Learn how to configure your preferences, enable notifications to receive application summaries, and add advisor codes.
•	New Business Web App vs. SimpleProtect
A quick-reference comparison outlining the key differences between the New Business Web-application and SimpleProtect.
•	Non-Face-to-Face Guidelines
Step-by-step instructions for submitting applications without in-person meetings.
•	New Business Web-application Quick Reference Guide
A concise guide to help you navigate and complete applications using the New Business Web-application.
•	SimpleProtect Quick Reference Guide
A streamlined guide for using the SimpleProtect application efficiently.

Should you have any questions, please do not hesitate to contact me.

Thank you

Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com
📅 Book time to meet with me 

Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions:  Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847

 
Visit  canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: Kale, Vinitha <Vinitha.Kale@canadalife.com> 
Sent: August 7, 2025 8:43 AM
To: Grant Miller <grant.miller@dfsin.ca>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: RE: tutorial on E app

Hi Grant, 
Of course, we’d be happy to set up a session to show you our eapp.

My colleague Eddie Maiato will be able to arrange time with you.  She is away today but upon her return Friday, she’ll send you some availabilities. 

Thank you, 

Vinitha N Kale, CHS
Regional Sales Representative, Insurance
Canada Life
416 507 2966
330 University Ave, Toronto, ON, M5G1R8

 

If you are unable to reach me directly please contact:
Eddie Maiato, Regional Sales Associate, Ph# 416 552 3125 or eddie.maiato@canadalife.com 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

From: Grant Miller <grant.miller@dfsin.ca> 
Sent: August 6, 2025 1:42 PM
To: Kale, Vinitha <Vinitha.Kale@canadalife.com>
Subject: [EXT] tutorial on E app

Hi Vinitha. Could we arrange a call to discuss how to use the E app? Thank you, GM Grant Miller, PFA, EPC Financial Advisor Life and Health Insurance Advisor Subscribe to my newsletter Update Investor Profile Here 88 Centre St. N. Oshawa, ON. 

Hi Vinitha.  Could we arrange a call to discuss how to use the E app?
Thank you,
GM

Grant Miller, PFA, EPC
Financial Advisor
Life and Health Insurance Advisor
Subscribe to my newsletter

Update Investor Profile Here

88 Centre St. N.
Oshawa, ON.  L1G 4B6
Office: 905-443-1026 | Cell: 905-439-5726
Toll Free : 1-800-461-4737 | Fax : 905-443-1030
Facebook  |  LinkedIn  |  www.dfsin.ca 

     
Desjardins® and related marks are the property of the Fédération des caisses Desjardins du Québec used under license
*Mutual funds are distributed through Desjardins Financial Security Investments Inc.  

It is possible to unsubscribe from this contact list at any time by phone, mail or email.",True,2025-12-16T15:16:59.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T15:16:59.000+0000,005OH00000AX0rVYAT,2025-12-16T15:16:59.000+0000,005OH00000AX0rVYAT,2025-12-16T15:16:59.000+0000,(905)439-5726,,grant.miller@dfsin.ca,(905)430-8725,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsDilYAE,False,,24565298,0030A0000029XTwQAM,0010A000002vx2iQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA authentication,Medium,"****DDS****December 16, 2025
User wanted assistance with WS registration but when the agent asked for their advisor's code they provided b147 and b434b. Agent was advised that unless the user provides a valid code for their advisor we cannot proceed with support",True,2025-12-16T15:33:47.000+0000,False,False,005OH000002iN7pYAE,2025-12-16T15:25:06.000+0000,005OH000002iN7pYAE,2025-12-16T15:56:34.000+0000,005OH000002iN7pYAE,2025-12-16T15:56:34.000+0000,(902)468-3444,,,(902)468-2399,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsE5LYAU,False,,24566132,0030A0000029cxoQAA,0010A000002w1YkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Wants to update Email Access,Medium,"KB0023058 - authenticated, updated the email address successfully.

==============

Hi Heather,

Thank you for contacting the workspace support about changing your email access for workspace.

We have updated the access accordingly and reset your password. We can confirm that you were able to access workspace with your updated email on file.

Appreciate your time and patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T15:48:45.000+0000,False,False,005OH00000BFPZHYA5,2025-12-16T15:37:29.000+0000,005OH00000BFPZHYA5,2025-12-16T23:41:54.000+0000,005OH00000BFPZHYA5,2025-12-16T23:41:54.000+0000,(902)423-8294,(902) 499-9189,allison.edwards@ig.ca,(902)423-8171,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsEzjYAE,False,,24562458,0030A0000029g40QAA,0010A000002w47rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T14:32:06.000+0000,False,False,005OH000007fgYjYAI,2025-12-16T14:32:06.000+0000,005OH000007fgYjYAI,2025-12-16T14:32:06.000+0000,005OH000007fgYjYAI,2025-12-16T14:32:06.000+0000,(450)663-8877,(514) 944-7181,info@gpvq.ca,(450)661-5793,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsFEKYA2,False,,24566712,0030A0000029YfJQAU,0010A000002vy2FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:46:52.000+0000,False,False,005OH000002N6huYAC,2025-12-16T15:46:52.000+0000,005OH000002N6huYAC,2025-12-16T15:46:53.000+0000,005OH000002N6huYAC,2025-12-16T15:46:53.000+0000,(418)658-6666X281,,judith.rioux@sfl.qc.ca,(418)658-6491,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsFm6YAE,False,,24564380,003OH00000SgvWPYAZ,001OH00000Yv9MPYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Regristration,Medium,"User inquiring to register for Workspace. Directed user to register for User ID.

Email: erica.brennan@scotiawealth.com 
Code: H7803

*************************************************************************
Good morning, Erica

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
Now that you are registered for your User ID (formerly known as Repnet), you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T15:18:10.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T15:08:53.000+0000,005OH00000BG5v4YAD,2025-12-16T15:18:25.000+0000,005OH00000BG5v4YAD,2025-12-16T15:18:25.000+0000,(613)782-6734,,erica.brennan@scotiawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsJpqYAE,False,,24563864,0035o000006oxApAAI,0015o000007QN9sAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 16th, 2025 ***
User needs to reset MFA with new phone. Authenticated with rotation 2, called back, disconnected, helped reconnect and sign in successful.
==============
Bonjour Chloe,

C’était un plaisir de vous parler aujourd’hui pour vous aider à reconnecter l’application Salesforce à votre compte Espace Affaires.

Durant notre appel, hj’ai déconnecté l’ancien lien et vous ai aidé à reconnecter l’application Salesforce Authenticator. Au final, vous vous êtes connectée avec succès.

C’était un plaisir de vous aider aujourd’hui à accèder à votre compte. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-16T15:12:02.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-16T14:59:35.000+0000,005OH00000AbJ7aYAF,2025-12-16T15:13:05.000+0000,005OH00000AbJ7aYAF,2025-12-16T15:13:05.000+0000,(450)492-5688X110,(514) 566-8284,chloe@landrymusi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsLmoYAE,False,,24565238,003OH00000WGaI3YAL,001OH00000dV4YqYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:24:09.000+0000,False,False,0055o000001h4cFAAQ,2025-12-16T15:24:09.000+0000,0055o000001h4cFAAQ,2025-12-16T15:24:10.000+0000,0055o000001h4cFAAQ,2025-12-16T15:24:10.000+0000,(204)918-9178,,ty@eatonfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsLrXYAU,False,,24563794,003G0000018f7M8IAI,0015o000006qoaCAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration,Medium,"Advisor requested to speak with Jennifer pertaining to the case 23995412.
*********
Hi Nirmal       , thank you for contacting the workspace support today.

To recap our call, you had issues with your product illustration and requested to speak with Jennifer B. she will reach out shortly.

If you are having any issues, please let me know in your response




The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T15:07:46.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T14:58:19.000+0000,005OH00000BFQFCYA5,2025-12-16T15:09:24.000+0000,005OH00000BFQFCYA5,2025-12-16T15:09:24.000+0000,(587)525-6089,780 886 9795,nshah@lavorogroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsMECYA2,False,,24564690,0030A0000041wb1QAA,0010A000004nW1vQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Mary,

As mentioned in my previous email, please see below for your password-protected Excel file:
5SAS2G36Z8

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Mary,

Please find the attached file of C3434 Insurance Client Listings report on requested behalf of J. Bonnenvie and our Business Development Consultant team. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Thanks, in the meantime I will assure that it is updated

Kay Hira  ACS  CSC
Business Development Consultant I Advanced Advisor Practices
Kay.Hira@canadalife.com I 416-756-8680    

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Administration - access Relay for fast answers to your wealth and insurance forms, contacts and process questions. Watch this video to learn more about Relay
Wealth Tools - access the Wealth process toolkit for investment tools and training options
Canada Life Illustrations - Inforce
Canada Life Illustrations - Learning and support

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 16, 2025 9:56 AM
To: Hira, Kay <Kay.Hira@canadalife.com>
Subject: RE: Client Listing Request /Case24563295

Good morning Kay,

Thank you for reaching out to Business Reporting team.

Please note our team provide client listings to external field users only. Due to security protocols and client sensitive data, we ensure the requestor has third-party access and email address on file with Canada Life (Direct/Indirect Channel) for us to proceed with the request. As a result, we are unable to send it to Jennifer Bonnevie unless their contact information has been updated via Distribution_Methodology@canadalife.com.

The C3434 Insurance Client Listings report will be sent to the advisor shortly.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Hira, Kay <Kay.Hira@canadalife.com> 
Sent: December 16, 2025 8:40 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: Client Listing Request /Case24549855
Importance: High

Hello Carmen

Are you able to send the report to me or the advisor directly ?
This is an AAP firm and Jennifer Bonnevie is their chief administrative officer. She is authorized to receive reports

Thanks

Kay Hira  ACS  CSC
Business Development Consultant I Advanced Advisor Practices
Kay.Hira@canadalife.com I 416-756-8680    

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Administration - access Relay for fast answers to your wealth and insurance forms, contacts and process questions. Watch this video to learn more about Relay
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Canada Life Illustrations - Inforce
Canada Life Illustrations - Learning and support

From: Jennifer Bonnevie <jennifer.bonnevie@omg.ca> 
Sent: December 15, 2025 3:51 PM
To: Hira, Kay <Kay.Hira@canadalife.com>
Cc: brandt.krause <brandt.krause@omg.ca>
Subject: [EXT] Fw: Client Listing Request /Case24549855

Hi Kay, I just received this from CL. What do they need? If that book is under OMG, I should be able to request it. Thanks, Jennifer Jennifer L. Bonnevie, CFP®, CLU® Director, Advisory Support Owens MacFadyen Group 1801 Hollis St. , Suite 1001
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Kay,

I just received this from CL. What do they need? If that book is under OMG, I should be able to request it.

Thanks,
Jennifer

 
 
Jennifer L. Bonnevie, CFP®, CLU®
Director, Advisory Support
Owens MacFadyen Group
1801 Hollis St., Suite 1001 
Halifax, NS, B3J 3N4
T: 902·429·6400  www.omg.ca
 
 
Please do not send trading instructions by email. There are no assurances that we will receive them or be aware of them on a timely basis. All trading instructions received by email will not be acted upon until they are verified with you by phone or in person. If you have a transaction you would like to do, please call 902-429-6400.
 
This Internet email message is intended for the addressee only and may contain confidential and/or privileged information. If you are not the addressee, please contact the sender immediately as an unauthorized communication has occurred requiring that you delete the message without printing, disclosing, copying, using, distributing or retaining in any manner or in any form whatsoever, the message or any of its contents.
 
To unsubscribe from all future email from Owens MacFadyen Group, click here or send an email to unsubscribe@omg.ca with “unsubscribe” in the subject line.
 
________________________________________
From: BusinessReporting <BusinessReporting@canadalife.com>
Sent: Monday, December 15, 2025 4:46 PM
To: Jennifer Bonnevie <jennifer.bonnevie@omg.ca>
Subject: Client Listing Request /Case24549855 
 
	You don't often get email from businessreporting@canadalife.com. Learn why this is important 

 EXTERNAL EMAIL: Do not click links or attachments unless you recognize the sender and know the content is safe.

Good afternoon Jennifer,
 
Our team received your request for C3434 Insurance Client Listings report. Unfortunately, it appears your contact information is not up-to-date with Canada Life (Direct/Indirect Channel) for us to send you the requested information. Please reach out to Distribution_Methodology@canadalife.com and cc our team in the email to have your information updated. Once we receive confirmation, we will look into this request.
 
 
Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.",True,2025-12-16T15:14:30.000+0000,False,False,005OH0000071DK9YAM,2025-12-16T15:14:30.000+0000,005OH0000071DK9YAM,2025-12-16T15:14:31.000+0000,005OH0000071DK9YAM,2025-12-16T15:14:31.000+0000,(416)203-6400,,mary.murphy@omg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsMsSYAU,False,,24563421,0031600002MCb3XAAT,0010A000002wNZSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Forgot user ID,Medium,"Monika lunio

ASA needed assistance with User Id. after authentication, help them to find on Repnet website but it wasnot working. They are advised to contact distribution methodology team.

Hello Monika,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for workspace registration. After authentication, we tried to find your user Id on RepNet website, but it was not working for you. Please contact distribution methodology team at Distribution_Methodology@canadalife.com to get assistance on this.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T15:12:35.000+0000,False,False,005OH00000BFiyTYAT,2025-12-16T14:51:15.000+0000,005OH00000BFiyTYAT,2025-12-16T15:12:36.000+0000,005OH00000BFiyTYAT,2025-12-16T15:12:36.000+0000,(613)748-3455X4152,(613) 620-2125,ben@750swfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsOHcYAM,False,,24566576,0030A0000029ihgQAA,0010A000002w6LsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:44:41.000+0000,False,False,005OH000002N6huYAC,2025-12-16T15:44:41.000+0000,005OH000002N6huYAC,2025-12-16T15:44:41.000+0000,005OH000002N6huYAC,2025-12-16T15:44:41.000+0000,(418)658-7382X394,,mathieu.moisan@valeo.plus,(418)626-5161,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsOKlYAM,False,,24564010,0030A0000029gb3QAA,0010A000002w4bJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:02:01.000+0000,False,False,005OH000007fgYjYAI,2025-12-16T15:02:01.000+0000,005OH000007fgYjYAI,2025-12-16T15:02:01.000+0000,005OH000007fgYjYAI,2025-12-16T15:02:01.000+0000,(514)576-8725,,diane@servicesfinanciersalarie.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsPaAYAU,False,,24563863,003G0000018f7LRIAY,0010A000002wPR7QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations - A Problem Exists with the User ID or Password,Medium,"***DDS*** 12/16/25
Name:   Anthony Visconti
Phone:  226-499-1947
Agent code: 27578
Reference: KB0023420

Hi Anthony,

Thank you for contacting Workspace Support today regarding Product Illustrations - A Problem Exists with the User ID or Password

To recap our call for today:
We reset your LL# password.
Tried accessing Product Illistrations.
Success.
Confirmed your monitor is a hign resolution monitor set to custom scaling so some older applications may not fit the screen properly.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-16T15:11:13.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T14:59:34.000+0000,005OH00000BGeeHYAT,2025-12-16T15:23:27.000+0000,005OH00000BGeeHYAT,2025-12-16T15:23:27.000+0000,(289)301-4249,,anthony@viscontifinancial.ca,(905)470-5578,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsPlUYAU,False,,24567329,0030A0000029YbhQAE,0010A000002vxzlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor having issues signing on.
***************

Hi Michael , thank you for contacting the workspace support today.

To recap our call, I assisted you with signing onto workspace and you were able to successfully change your password and sign on.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T16:03:32.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T15:56:08.000+0000,005OH00000BFQFCYA5,2025-12-16T16:16:13.000+0000,005OH00000BFQFCYA5,2025-12-16T16:16:13.000+0000,(519)591-9224,(519) 591-9224,mcrogers@eastlink.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsQKwYAM,False,,24568031,0030A0000029aCxQAI,0010A000002vzPkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T16:07:40.000+0000,False,False,005OH000002N6huYAC,2025-12-16T16:07:40.000+0000,005OH000002N6huYAC,2025-12-16T16:07:40.000+0000,005OH000002N6huYAC,2025-12-16T16:07:40.000+0000,(418)627-4447,,claude.lepage@sfl.qc.ca,(418)627-3327,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsQmOYAU,False,,24564858,003G0000018f6rjIAA,0010A000002wOtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:17:17.000+0000,False,False,005OH000002N6huYAC,2025-12-16T15:17:17.000+0000,005OH000002N6huYAC,2025-12-16T15:17:17.000+0000,005OH000002N6huYAC,2025-12-16T15:17:17.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsRDnYAM,False,,24564304,003G0000018f7ryIAA,0010A000002wPyFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:07:28.000+0000,False,False,005OH000002N6huYAC,2025-12-16T15:07:28.000+0000,005OH000002N6huYAC,2025-12-16T15:07:28.000+0000,005OH000002N6huYAC,2025-12-16T15:07:28.000+0000,(450) 743-0035 x122 1-800-563-0035,(450) 780-6289,michelle.bussiere@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsSkzYAE,False,,24565613,003G0000018f7ocIAA,0010A000002wPv4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Advisor requesting new links for SP applications,Medium,"***DDS 2025-12-22***
User followed up saying that the 2 links for Martin Dionne didn't work.
User escalated case to WorkspaceEscalations.

Sent links to French speaking DDS for follow-up.

Re: Case 24452768

App ID: 60922928-4
Signer: Insured
Link: http://simpleprotect.canadalife.ca/public/verify?uuid=a1a16f13-beed-4ccd-aac5-20f7d538ddb4

App ID: 60922901-2
Signer: Business Owner
Link: http://simpleprotect.canadalife.ca/public/verify?uuid=6768aa8b-978f-4549-91a1-2f377d5edf0c

App ID: 60922912-8
Signer: Business Owner
Link: http://simpleprotect.canadalife.ca/public/verify?uuid=e4ab16b1-661a-4e33-9ac8-d363f04a0b09

=======================================================
***Email Chain***
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Bonjour,

J’ai envoyé les liens à mes clients et un des deux, Martin Dionne, m’a contacté pour me dire que ça ne fonctionnait pas, mais que c’était peut-être en raison qu’il était sur son cellulaire. Avec son accord, j’ai essayé de mon côté sur mon ordinateur et effectivement les liens ne fonctionnent pas. Ça commence vraiment à être gênant votre affaire, si vous ne voulez plus vendre d’assurance il vaudrait peut-être mieux fermer. En raison de l’incompétence de la compagnie, c’est nous les conseillers qui ont l’air d’incompétents. Ces trois propositions auraient dû être complétées il y a un mois, c’est tout à fait inacceptable. Veuillez me trouvez une autre solution le plus vite possible sinon je n’aurais pas le choix d’aller vers une autre compagnie qui veut encore vendre de l’assurance.


Jean-Francois Fournier
Conseiller en sécurité financière
Conseiller en assurances et rentes collectives
418-590-2361

 




De : CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Envoyé : 16 décembre 2025 10:41
À : Fournier, Jean-Francois <jffournierass@hotmail.com>
Objet : Liens de Signature - Cas 24565613

Bonjour Jean-Francois,

Nous sommes très désolés pour les délais dans la création des liens de signature. Voici les liens directs que vous pouvez envoyer à vos clients à signer. Notez que ces liens sont valides pour 72 heures :

Numéro de proposition: 60922928-4
Signataire: Dany Grenier
Lien: http://simpleprotect.canadalife.ca/public/verify?uuid=a1a16f13-beed-4ccd-aac5-20f7d538ddb4
 
Numéro de proposition: 60922901-2
Signataire: Martin Dionne
Lien: http://simpleprotect.canadalife.ca/public/verify?uuid=6768aa8b-978f-4549-91a1-2f377d5edf0c
 
Numéro de proposition: 60922912-8
Signataire: Martin Dionne
Lien: http://simpleprotect.canadalife.ca/public/verify?uuid=e4ab16b1-661a-4e33-9ac8-d363f04a0b09

Si vous avez des autres questions concernant ces liens, n’hésitez pas à répondre à ce courriel et nous pourrons vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T15:29:42.000+0000,False,False,0050A000000qsPeQAI,2025-12-16T15:29:42.000+0000,0050A000000qsPeQAI,2025-12-22T18:28:00.000+0000,005OH00000AX0rVYAT,2025-12-22T18:28:00.000+0000,(418)590-2361,(418) 590-2361,jffournierass@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsV6AYAU,False,,24566063,003G0000018f6VmIAI,0010A000002wOSTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations - A Problem Exists with the User ID or Password,Medium,"***DDS*** 12/16/25
Name:   William Shewfelt
Phone:  519-396-3874
Agent code: 27094
Reference: KB0023420

Hi William,

Thank you for contacting Workspace Support today regarding Product Illustrations - A Problem Exists with the User ID or Password

To recap our call for today:
We reset your LL# password.
Tried accessing Product Illustrations.
Success.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-16T15:39:30.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T15:36:28.000+0000,005OH00000BGeeHYAT,2025-12-16T15:50:33.000+0000,005OH00000BGeeHYAT,2025-12-16T15:50:33.000+0000,(519)396-3874,,bill@shewfeltfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsVCXYA2,False,,24564124,0035o000007WVK9AAO,0015o000008D00xAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Investment Centre,Medium,"Caller Name: Marina Grienke
Advisor or support staff: Advisor support
Advisor Code: W0806 and W2797
Advisor Name: PAUL EDMOND
Phone: 204-478-8500 or 204-930-8642
Email: mgrienke@efgi.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: verified. 
Issue: Logging into Workspace/not able to access Investment Centre. Tried on Edge as well, same.

FINDINGS: TPA ACCESS is seen.

found and followed KB0023403. GSRVPxDZN from Chrome. see attached. 

RESOLUTION: log me in session didn't work. she sent a screenshot with the code.  new code found in Edge now. BSRVPxDZN
AS PER KB. WARM XFER TO JASON ON ASSIST DESK.",True,2025-12-16T15:15:46.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T15:03:59.000+0000,005OH00000AUS7aYAH,2025-12-16T15:30:21.000+0000,005OH00000AUS7aYAH,2025-12-16T15:30:21.000+0000,(204)478-8500,(204) 791-8382,pedmond@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsVe3YAE,False,,24567423,003OH00000M97vOYAR,001OH00000Quw1NYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access # primerica,Medium,"*** DDS Dec 16th, 2025 ***
User needs to sign in to account. Guided her on connecting MFA and signing into account.
==============
Bonjour Marie-Eve,

C’était un plaisir de vous aider aujourd’hui à accéder à votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à vous connecter au compte en mettant en place le code de vérification avec l’application Google Authenticator. Au final, vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-16T16:11:19.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-16T15:57:46.000+0000,005OH00000AbJ7aYAF,2025-12-16T16:11:19.000+0000,005OH00000AbJ7aYAF,2025-12-16T16:11:19.000+0000,(819)350-0136,,msinotte@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsW0YYAU,False,,24565653,003G000001HFbdxIAD,0010A000002wS86QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:30:14.000+0000,False,False,005OH00000245ROYAY,2025-12-16T15:30:14.000+0000,005OH00000245ROYAY,2025-12-16T15:30:15.000+0000,005OH00000245ROYAY,2025-12-16T15:30:15.000+0000,(519)996-9699,(519) 996-9699,nicktonita@encompasswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsX4hYAE,False,,24564925,003OH0000013aPtYAI,001OH000001ElrSYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff needed to complete their workspace registration.
***************
Hi Karen , thank you for contacting the workspace support today.

To recap our call, I walked through the workspace registration with you and you were able to successfully sign on.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T15:39:25.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T15:18:20.000+0000,005OH00000BFQFCYA5,2025-12-16T15:43:35.000+0000,005OH00000BFQFCYA5,2025-12-16T15:43:35.000+0000,(902)481-5650,,sfortune@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsXBGYA2,False,,24569704,003OH00000M94kYYAR,001OH00000Qur83YAB,,,,,,,012OH000000ijW5YAI,Open,,Email,,Investigation,Medium,Investigation,False,,False,False,0050A000001ZN7VQAW,2025-12-16T16:33:17.000+0000,0050A000001ZN7VQAW,2025-12-16T16:33:18.000+0000,0050A000001ZN7VQAW,2025-12-16T16:33:18.000+0000,(519)317-8045,,rhoggard@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001ZN7VQAW,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsXJBYA2,False,,24564511,0031600002EUCh3AAH,0010A000002wND1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:11:19.000+0000,False,False,0050A000000WjqvQAC,2025-12-16T15:11:19.000+0000,0050A000000WjqvQAC,2025-12-16T15:11:20.000+0000,0050A000000WjqvQAC,2025-12-16T15:11:20.000+0000,(613)777-5386X1,(613) 540-0530,steve@kingstonfinancial.ca,(613)707-5364,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsXskYAE,False,,24567300,0030A0000029bguQAA,0010A000002w0YeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:55:46.000+0000,False,False,005OH000002N6huYAC,2025-12-16T15:55:46.000+0000,005OH000002N6huYAC,2025-12-16T15:55:46.000+0000,005OH000002N6huYAC,2025-12-16T15:55:46.000+0000,(819)583-6161,,lepouliot@assurancesmproteau.ca,(819)583-5991,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsY0nYAE,False,,24568098,003G000001IkUyXIAV,0010A000002wSBWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect Authenticator,Medium,"•	Reason for call: Reconnect authenticator 
Authentication: Yes/No, which rotation: Yes
•	Troubleshooting steps completed: Via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification

=====================
Bonjour Diane, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à reconnecter votre application d'authentification.

Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T16:09:01.000+0000,False,False,005OH00000BFQFGYA5,2025-12-16T16:09:01.000+0000,005OH00000BFQFGYA5,2025-12-16T16:09:01.000+0000,005OH00000BFQFGYA5,2025-12-16T16:09:01.000+0000,(514)639-5335,(514) 519-6617,diane@blcsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsYokYAE,False,,24566360,0030A0000029ioMQAQ,0010A000002w6RVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:41:18.000+0000,False,False,005OH000002N6huYAC,2025-12-16T15:41:18.000+0000,005OH000002N6huYAC,2025-12-16T15:41:18.000+0000,005OH000002N6huYAC,2025-12-16T15:41:18.000+0000,(418)476-7334X712,,plcaron@finandicap.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsYvHYAU,False,,24568656,003OH00000PaLimYAF,001OH00000V80h4YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T16:17:46.000+0000,False,False,0055o000001h4cFAAQ,2025-12-16T16:17:46.000+0000,0055o000001h4cFAAQ,2025-12-16T16:17:46.000+0000,0055o000001h4cFAAQ,2025-12-16T16:17:46.000+0000,(431)999-0786,,soniadhunna1988@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsZJOYA2,False,,24565301,003OH00000C5jYlYAJ,001OH00000EWHp7YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1283,Medium,"KB0017399 - directed user to reset password through the self guided option. 

Email: susan@palmerswystun.com 

**************************************************************
Good morning, Susan

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!
 
I'm glad I was able to assist you with resetting your password through the self guided option. If you do receive the ERR-W1283, try to click on reset password and a link should be sent to your email to do so. The error comes up when there were too many failed attempts. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T15:30:08.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T15:25:09.000+0000,005OH00000BG5v4YAD,2025-12-16T15:30:43.000+0000,005OH00000BG5v4YAD,2025-12-16T15:30:43.000+0000,(403)818-4053,(587) 500-3453,smarshall@harbourfrontwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsZuWYAU,False,,24566641,003OH00000P4R6XYAV,001OH00000UUybqYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Regristration,Medium,"KB0023629 - User is having issues registering, receives message something went wrong. 
KB0023469 - KB0022821 - set up Microsoft MFA

Code: PA051
Email: gpanza@primerica.com 

************************************************************
Good morning, Gennaro

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you with completing registration for Workspace. During Workspace login it will now request a confirmation through the Microsoft authenticator, which you have name ‘Workspace’. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T15:47:43.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T15:45:45.000+0000,005OH00000BG5v4YAD,2025-12-16T16:17:33.000+0000,005OH00000BG5v4YAD,2025-12-16T16:17:33.000+0000,(416)901-9258,,gpanza@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsaDrYAI,False,,24568618,0030A0000029V3CQAU,0010A000002vv5cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Support staff needs help signing on.
*******
Hi Jane Ann     , thank you for contacting the workspace support today.

To recap our call, you were having some issues with signing onto workspace and using MFA. Today we set up a browser extension on your Microsoft edge browser. Each time you sign onto workspace it’ll provide you a 6-digit verification code.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T16:40:09.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T16:17:11.000+0000,005OH00000BFQFCYA5,2025-12-16T16:40:09.000+0000,005OH00000BFQFCYA5,2025-12-16T16:40:09.000+0000,(519)836-3010,,michelle@micronfinancial.com,(519)836-2459,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsadfYAA,False,,24567314,0030A0000029jLHQAY,0010A000002w6sEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"Caller Name: 	MARY FRANCES WHITE (GOES MY FRANCIS)
Advisor or support staff: Advisor 
Advisor Code: B0132 MGA
Advisor Name: MARY FRANCES WHITE 	
Phone: 416-910-9608
Email: ins_solutions4life@yahoo.ca		
Siebel verification: completed
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: asked additional 2 questions
Issue: re-set the password, updated it, now trying to sign in, it shows incorrect. 

FINDINGS: KB0017399
sf acct locked. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001neNfAAI%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HCbuAAG%26cntc%3D0035o000004HCbuAAG%26id%3D0055o000001neNfAAI

RESOLUTION: FOLLOWED KB0017399 verified./ unlocked. she signed in with her password. authenticated but she was confused as to what app she's using. determined its Microsoft auth. had her sign out/in to test with success. 

--------------------------------------***DDS  12/16/2025***--------------------------
Hello Francis,

Thank you for contacting Workspace Support today with regarding to receiving ERR-W1283 when trying to access Workspace.

It was a pleasure speaking to you and helping you regain access to Workspace.

To recap, we completed verification, unlocked your account and had you sign in with the password as you knew it to be.

You were able to sign into Workspace however when attempting to authenticate, you had a few installed on your phone. We determined you were using the Microsoft Authenticator.

You were able to authenticate and sign in. We had you sign in and out to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T16:02:07.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T15:55:53.000+0000,005OH00000AUS7aYAH,2025-12-16T16:17:32.000+0000,005OH00000AUS7aYAH,2025-12-16T16:17:32.000+0000,(416)910-9608,,ins_solutions4life@yahoo.ca,(905)477-4614,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsatqYAA,False,,24568247,003G0000018f6eLIAQ,0010A000002wOcNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy Owner Issue,Medium,"***DDS 2025-12-16***
User reports seeing policy owner under THELON RIVER ENTERPRISES INC when owner should now be 929515 ONTARIO LIMITED in Workspace.
Krishnadai Ramdin (In-Force Policy Analyst) messaged user saying that policy was issued and contract printed correctly with the owner 929515 ONTARIO LIMITED.
DDS also sees that THELON RIVER ENTERPRISES INC is the policy owner in CoPilot.
DDS escalated issue to L2 for a SNOW ticket.

==================================================================================

User's Name: Joanne Feather
Email: joanne@feigelsohnkellar.com
SF ID: 0035o000007bmU1AAI

Advisor Name: William Douglas Kellar
Email: doug@feigelsohnkellar.com
Code: F6850

Policy Number: S0003813P
INCORRECT Client Name: THELON RIVER ENTERPRISES INC
CORRECT Client Name: 929515 ONTARIO LIMITED
Contract Type: CIIP3
SF ID: 02iOH00000GkRAdYAN
 
==================================================================================

****Email Chain**
From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: December 11, 2025 2:51 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: ELITE / 69038272T Title Change and Conversion
Importance: High

Hi,

Please review and advise re email below regarding the policyowner’s name issue on Workspace.
Policy was issued and contract printed correctly with owner, 929515 ONTARIO LIMITED.

Please let me know if I can help with anything.

Thank you.
Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com  | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I  Mail: T-191

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
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We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Joanne Feather <joanne@feigelsohnkellar.com> 
Sent: December 11, 2025 11:32 AM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Briault, Dominik <dominik@feigelsohnkellar.com>
Subject: [EXT] RE: ELITE / 69038272T Title Change and Conversion

Good Morning Krishnadai, In viewing on Workspace this morning the new policy, S0003813P is still showing as owned by Thelon River Enterprises Inc and not the correct owner on the contract 929515 ONTARIO LIMITED. Can you please ensure that this
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Good Morning Krishnadai,

In viewing on Workspace this morning the new policy, S0003813P is still showing as owned by Thelon River Enterprises Inc and not the correct owner on the contract 929515 ONTARIO LIMITED. 
Can you please ensure that this is corrected.

Thank you


Joanne Feather
Director, Client Experience

Feigelsohn Kellar
Tel: (416) 410-4181 ext. 205
2842 Bloor Street West Suite 201, Toronto, Ontario, Canada, M8X 1B1

Mastering Intergenerational Transitions

From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: Tuesday, December 9, 2025 4:45 PM
To: Joanne Feather <joanne@feigelsohnkellar.com>
Cc: Dominik Briault <dominik@feigelsohnkellar.com>
Subject: FW: ELITE / 69038272T Title Change and Conversion

Thanks Joanne,

System has now been updated.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com  | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I  Mail: T-191

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Joanne Feather <joanne@feigelsohnkellar.com> 
Sent: December 9, 2025 4:23 PM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Briault, Dominik <dominik@feigelsohnkellar.com>
Subject: [EXT] RE: ELITE / 69038272T Title Change and Conversion

Good afternoon Krishnadai, Please find attached the signed amendment and policy delivery receipt for this conversion. I have also included the certificate of completion for Docusign e-signatures. Let me know if you require anything further on

Good afternoon Krishnadai, 

Please find attached the signed amendment and policy delivery receipt for this conversion. 
I have also included the certificate of completion for Docusign e-signatures. 

Let me know if you require anything further on this case.

Thank you very much,
Joanne

Joanne Feather
Director, Client Experience

Feigelsohn Kellar
Tel: (416) 410-4181 ext. 205
2842 Bloor Street West Suite 201, Toronto, Ontario, Canada, M8X 1B1

Mastering Intergenerational Transitions

From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: Tuesday, December 2, 2025 9:38 AM
To: Joanne Feather <joanne@feigelsohnkellar.com>
Subject: RE: ELITE / 69038272T Title Change and Conversion

Hi Joanne,

Just requested the whole contract package be sent with the e contract to include – Naar Cap amendment/premium statement and delivery receipt.

Thank you.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com  | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I  Mail: T-191

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Joanne Feather <joanne@feigelsohnkellar.com> 
Sent: December 2, 2025 9:10 AM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Subject: [EXT] RE: ELITE / 69038272T Title Change and Conversion

We usually are issued all documents at one time, but the contract is most important. When should we receive the paper documents? Thank you Joanne Feather Director, Client Experience Feigelsohn Kellar Tel: (416) 410-4181 ext. 205 2842 Bloor Street

We usually are issued all documents at one time, but the contract is most important. 
When should we receive the paper documents?

Thank you

Joanne Feather
Director, Client Experience

Feigelsohn Kellar
Tel: (416) 410-4181 ext. 205
2842 Bloor Street West Suite 201, Toronto, Ontario, Canada, M8X 1B1

Mastering Intergenerational Transitions

From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: Tuesday, December 2, 2025 9:08 AM
To: Joanne Feather <joanne@feigelsohnkellar.com>
Subject: RE: ELITE / 69038272T Title Change and Conversion

Hi Joanne,

The placing documents will not accompany the e contract – are they required to be sent?

Thank you.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com  | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I  Mail: T-191

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Joanne Feather <joanne@feigelsohnkellar.com> 
Sent: December 2, 2025 9:01 AM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Subject: [EXT] RE: ELITE / 69038272T Title Change and Conversion

Will there be placing documents? I should have said “documents”. Yes we are only anticipating one policy contract. 😊 Thank you Joanne Feather Director, Client Experience Feigelsohn Kellar Tel: (416) 410-4181 ext. 205 2842 Bloor Street

Will there be placing documents? I should have said “documents”. Yes we are only anticipating one policy contract. 😊

Thank you

Joanne Feather
Director, Client Experience

Feigelsohn Kellar
Tel: (416) 410-4181 ext. 205
2842 Bloor Street West Suite 201, Toronto, Ontario, Canada, M8X 1B1

Mastering Intergenerational Transitions

From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: Tuesday, December 2, 2025 7:30 AM
To: Joanne Feather <joanne@feigelsohnkellar.com>
Subject: RE: ELITE / 69038272T Title Change and Conversion

Good morning Joanne,

You requested to send “copies” of contract in email below.

But there is only one contract, for S0003813P, pertaining to the conversion.
For clarification purposes and to make sure I do not miss anything , please advise. 

Thank you.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com  | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I  Mail: T-191

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Joanne Feather <joanne@feigelsohnkellar.com> 
Sent: December 1, 2025 12:11 PM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Briault, Dominik <dominik@feigelsohnkellar.com>
Subject: [EXT] RE: ELITE / 69038272T Title Change and Conversion

Hi Krishnadai, Can you please send us the pdf copies of the contract? Thank you Joanne Feather Director, Client Experience Feigelsohn Kellar Tel: (416) 410-4181 ext. 205 2842 Bloor Street West Suite 201, Toronto, Ontario, Canada, M8X 1B1 Mastering

Hi Krishnadai,

Can you please send us the pdf copies of the contract?

Thank you

Joanne Feather
Director, Client Experience

Feigelsohn Kellar
Tel: (416) 410-4181 ext. 205
2842 Bloor Street West Suite 201, Toronto, Ontario, Canada, M8X 1B1

Mastering Intergenerational Transitions

From: Dominik Briault <dominik@feigelsohnkellar.com> 
Sent: Friday, November 28, 2025 10:53 AM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Ireland, Sharon <Sharon.Ireland@canadalife.com>; Joanne Feather <joanne@feigelsohnkellar.com>
Subject: RE: ELITE / 69038272T Title Change and Conversion

Hi Krishnadai. Any ideas why I still can’t produce an inforce illustration for this new policy? I would have expected it to work today after the overnight batch.

Thanks,

Dominik Briault, FSA, FCIA, FEA
Vice-President, Actuarial Services
Feigelsohn Kellar
Tel: (416) 410-4181 ext. #203

www.feigelsohnkellar.com

Mastering Intergenerational Transitions

From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: November 27, 2025 1:21 PM
To: Dominik Briault <dominik@feigelsohnkellar.com>
Cc: Ireland, Sharon <Sharon.Ireland@canadalife.com>; Joanne Feather <joanne@feigelsohnkellar.com>
Subject: RE: ELITE / 69038272T Title Change and Conversion

Hi Dominik,

Title change completed and the new contract S0003813P effective December 17, 2024, owner 929515 ONTARIO LIMITED, advisor code F6850, now issued.  Policy is in force and currently paid to December 17, 2025.  Paper contract will be sent tomorrow.
The amendment will be manually monitored, please send directly to my attention once signed.

The original policy has been terminated effective December 17, 2024.

Thank you.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com  | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I  Mail: T-191

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Dominik Briault <dominik@feigelsohnkellar.com> 
Sent: November 27, 2025 9:06 AM
To: Ireland, Sharon <Sharon.Ireland@canadalife.com>; Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Joanne Feather <joanne@feigelsohnkellar.com>
Subject: [EXT] RE: ELITE / 69038272T Title Change and Conversion

Thanks Sharon! The last thing that I want is to be hunted down by Sharon… LOL!!! I feel like I would lose that one! Dominik Briault, FSA, FCIA, FEA Vice-President, Actuarial Services Feigelsohn Kellar Tel: (416) 410-4181 ext. #203 www. feigelsohnkellar. com

Thanks Sharon! The last thing that I want is to be hunted down by Sharon… LOL!!! I feel like I would lose that one!

Dominik Briault, FSA, FCIA, FEA
Vice-President, Actuarial Services
Feigelsohn Kellar
Tel: (416) 410-4181 ext. #203

www.feigelsohnkellar.com

Mastering Intergenerational Transitions

From: Ireland, Sharon <Sharon.Ireland@canadalife.com> 
Sent: November 27, 2025 8:57 AM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Joanne Feather <joanne@feigelsohnkellar.com>; Dominik Briault <dominik@feigelsohnkellar.com>
Subject: RE: ELITE / 69038272T Title Change and Conversion

Hi Krishna,

As a special offer, for this case only, you can place the policy inforce today.  I know Dom understands the importance of the NAAR amendment to this contract and he will get it signed as soon as possible for you.  

Please set a manual follow-up for yourself for Dec 8th so you can do a quick reminder to Dom if we haven’t received it by then 😊.

Have a great day! 

Sharon
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Dominik Briault <dominik@feigelsohnkellar.com> 
Sent: November 27, 2025 8:51 AM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Joanne Feather <joanne@feigelsohnkellar.com>; Ireland, Sharon <Sharon.Ireland@canadalife.com>
Subject: [EXT] RE: ELITE / 69038272T Title Change and Conversion

Thanks Krishnadai, this is great news! However, the client has been asking us to provide an inforce illustration for just over a week (he’s viewing it as proof that the policy is in existence). Because of how long it took, we can’t delay further

Thanks Krishnadai, this is great news!

However, the client has been asking us to provide an inforce illustration for just over a week (he’s viewing it as proof that the policy is in existence). Because of how long it took, we can’t delay further sending him that information… and I can’t produce an inforce illustration until the policy is placed on system.

We will get the NAAR amendment signed next week; that won’t be a problem. But, can the policy be placed ASAP with the signed NAAR amendment to follow so that we can expedite the inforce illustration?

Thanks for your support!

Dominik Briault, FSA, FCIA, FEA
Vice-President, Actuarial Services
Feigelsohn Kellar
Tel: (416) 410-4181 ext. #203

www.feigelsohnkellar.com

Mastering Intergenerational Transitions

From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: November 27, 2025 7:05 AM
To: Dominik Briault <dominik@feigelsohnkellar.com>
Cc: Joanne Feather <joanne@feigelsohnkellar.com>; Ireland, Sharon <Sharon.Ireland@canadalife.com>
Subject: RE: ELITE / 69038272T Title Change and Conversion

Good morning,

Title change is actively being reviewed for processing – the new contract should be printed by tomorrow.
New contract S0003813P issued effective December 17, 2024 will be accompanied with the NAAR amendment to be signed upon delivery.  
Once amendment is signed and returned policy will be placed.

I do apologize for the delay and inconveniences.

Thank you.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com  | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I  Mail: T-191

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Ireland, Sharon <Sharon.Ireland@canadalife.com> 
Sent: November 26, 2025 5:43 PM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Briault, Dominik <dominik@feigelsohnkellar.com>; Joanne Feather <joanne@feigelsohnkellar.com>
Subject: RE: ELITE / 69038272T Title Change and Conversion

Hi Krishna,

Thanks for referring this case over to me for review.    The transfer of ownership needs to happen on 69038272T as noted on 584 CAN.  The transfer of ownership is processed using our regular processes.  It has no impact on the 12-month exchange.

After the ownership piece is complete, you can process the 12-month exchange with 929515 Ontario Limited as the owner of the new par policy.  You have the signature you need on the form you have accepted.  

The outcome of this review would have been different if the term policy # was not clearly documented on the 584 CAN form. 

I’ve reviewed the amendments noted below as well.  The NAAR amendment is required to be signed as part of the PAR policy.  However, I’m confused with regards to the issue you’ve noted with the signatures that are currently on the illustration (signed Oct 2, 2025).  The signature is consistent with what we have on the change application received at the same time.  Is there an issue with the e-sig document that you are concerned about?  Please give me a call on Thursday can chat further about this piece. 

If you have any further questions, please let me now.  
Have a great day!


 

Sharon
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Dominik Briault <dominik@feigelsohnkellar.com> 
Sent: November 26, 2025 12:05 PM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Joanne Feather <joanne@feigelsohnkellar.com>
Subject: [EXT] RE: ELITE / 69038272T Title Change and Conversion

Hi Krishnadai. Is it possible to put a rush on this conversion? It’s been over 2 weeks since all the paperwork was sent in and since the client paid the premium in full. We are being asked to provide confirmations to both the client and their

Hi Krishnadai. Is it possible to put a rush on this conversion? It’s been over 2 weeks since all the paperwork was sent in and since the client paid the premium in full. We are being asked to provide confirmations to both the client and their accountant, which we can’t provide until the conversion is completed and placed.

This is now urgent!

Thanks,

Dominik Briault, FSA, FCIA, FEA
Vice-President, Actuarial Services
Feigelsohn Kellar
Tel: (416) 410-4181 ext. #203

www.feigelsohnkellar.com

Mastering Intergenerational Transitions

From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: November 25, 2025 9:50 AM
To: Dominik Briault <dominik@feigelsohnkellar.com>
Cc: Joanne Feather <joanne@feigelsohnkellar.com>
Subject: RE: ELITE / 69038272T Title Change and Conversion

Hi Dominik,

This has now been re escalated, will advise once response is received.

Thank you.

Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com  | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I  Mail: T-191

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Dominik Briault <dominik@feigelsohnkellar.com> 
Sent: November 24, 2025 11:47 AM
To: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com>
Cc: Joanne Feather <joanne@feigelsohnkellar.com>
Subject: [EXT] RE: ELITE / 69038272T Title Change and Conversion

Hi Krishnadai. Again, this was meant to be a term conversion backdated to the original date of the term policy. All the paperwork was completed and signed with that in mind. The 12-month exchange is how Client Service decided to process the

Hi Krishnadai. Again, this was meant to be a term conversion backdated to the original date of the term policy. All the paperwork was completed and signed with that in mind.

The 12-month exchange is how Client Service decided to process the conversion; this was not the client’s decision.

So, as a client, why would I sign a document confirming something that I never applied for?

Should the change of ownership of the term policy have been processed before the conversion to a par policy? As mentioned below, we were fine with whatever process Canada Life wanted to use, as long as it didn’t mean having to get new signatures from the client as everything has been signed already.

Thanks,

Dominik Briault, FSA, FCIA, FEA
Vice-President, Actuarial Services
Feigelsohn Kellar
Tel: (416) 410-4181 ext. #203

www.feigelsohnkellar.com

Mastering Intergenerational Transitions

From: Ramdin, Krishnadai <Krishnadai.Ramdin@canadalife.com> 
Sent: November 24, 2025 11:42 AM
To: Dominik Briault <dominik@feigelsohnkellar.com>
Cc: Joanne Feather <joanne@feigelsohnkellar.com>
Subject: Re: ELITE / 69038272T Title Change and Conversion

Hi Dom,

There are additional steps that need to be taken for 12 Month Exchange to ensure we are following all Compliance and CRA rules that are different for conversions. 

Unfortunately, the signed amendment is a pre requirement to place policy before the title change can be completed and new contract with the new owner’s name printed and sent.

Thank you.
Regards.
Krishnadai Ramdin
In-Force Policy Analyst | Insurance Operations, In-force Policy
Krishnadai.Ramdin@canadalife.com  | Phone: 226-316-1546 | Toll-free: 1-844-363-5956 I  Mail: T-191",True,2025-12-16T16:11:25.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T16:11:25.000+0000,005OH00000AX0rVYAT,2025-12-16T16:12:13.000+0000,005OH00000AX0rVYAT,2025-12-16T16:12:13.000+0000,(416)410-4181,,doug@feigelsohnkellar.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsaycYAA,False,,24565247,003OH00000LLjJ8YAL,001OH00000Q0fSUYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:24:19.000+0000,False,False,005OH000002N6huYAC,2025-12-16T15:24:19.000+0000,005OH000002N6huYAC,2025-12-16T15:24:20.000+0000,005OH000002N6huYAC,2025-12-16T15:24:20.000+0000,(418)955-3255,819-609-6550,pierre-luc@lefebvremccaffrey.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsbBVYAY,False,,24565137,003G0000018f7NhIAI,0010A000002wPTLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy related Issues,Medium,"THOMAS HUNGKIT CHAU

Advisor needed assistance for the policy submitted a week ago, They are advised to contact new business associate.

Hello Thomas,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with the application submitted a week ago. As the application has been submitted already please contact your new business associate. Their name is Paula Poultney and email address is NBInquiry.Team2@canadalife.com.

 I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T15:37:50.000+0000,False,False,005OH00000BFiyTYAT,2025-12-16T15:22:28.000+0000,005OH00000BFiyTYAT,2025-12-16T15:37:50.000+0000,005OH00000BFiyTYAT,2025-12-16T15:37:50.000+0000,(416)254-7128X132,(416) 720-7177,thomas.chau@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hscu5YAA,False,,24570666,003G0000018f7rsIAA,0010A000002wPy9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: BENJAMIN SCHOCK 
ADVISOR OR SUPPORT STAFF: advisor
ADVISOR CODE: W2891/W1510
PHONE: +1 306-653-2313 
EMAIL: bschock@cherryinsurance.net 
 
ISSUE: 
User got a new device and needs to set up authenticator
 
AUTHENTICATION (If Required):
 KB0020738 
Authenticated user as ADSL advisor
 
FINDINGS:
User was trying to set up an authenticator for workspace but they did not disconnect the old one still connected to the previous device 
 
TROUBLESHOOTING/RESOLUTION:
 authenticated user and disconnected authenticator
Advised user to log in again and set up new authenticator
 
EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
Hello Ben,
Thank you for contacting Workspace Support about setting up your authenticator on your new device. 
On the call today, I was able to disconnect your previous authenticator and walk you through the process of setting it up on your new device. In the future, you should be able to authenticate your account with your salesforce authenticator on your new phone.
Please let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-16T16:58:04.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T16:47:55.000+0000,005OH00000BGf2TYAT,2025-12-16T16:58:05.000+0000,005OH00000BGf2TYAT,2025-12-16T16:58:05.000+0000,(306) 653-2313,(306) 717-9414,bschock@cherryinsurance.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsdV3YAI,False,,24565532,003OH00000FPk5aYAD,001OH00000JEcibYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:28:24.000+0000,False,False,005OH000002N6huYAC,2025-12-16T15:28:24.000+0000,005OH000002N6huYAC,2025-12-16T15:28:25.000+0000,005OH000002N6huYAC,2025-12-16T15:28:25.000+0000,(418)549-7747X17332,,egauvreau@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsf5XYAQ,False,,24569487,003OH00000Uhye3YAB,001OH00000bSFwbYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T16:30:01.000+0000,False,False,0055o000001h4cFAAQ,2025-12-16T16:30:01.000+0000,0055o000001h4cFAAQ,2025-12-16T16:30:02.000+0000,0055o000001h4cFAAQ,2025-12-16T16:30:02.000+0000,(204)522-3285,,john@cameronagencies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hshAXYAY,False,,24567760,0030A0000029fXdQAI,0010A000002w3hwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: JULIA CHANG 
ADVISOR OR SUPPORT STAFF: 
ADVISOR CODE: A4255
PHONE: +1 416-904-3610
EMAIL: siuboan@gmail.com 
 
ISSUE: 
User is having trouble authenticating their log in through authenticator app. 
 
AUTHENTICATION (If Required):
KB0020738 - authenticated user as a MGA advisor
They did not know their last login so 
 
FINDINGS:
There is already an authenticator connected to user’s account so they should have access to it
KB0020738 - to set up new authenticator 
 
TROUBLESHOOTING/RESOLUTION:
User insists that they do not have access to the previous authenticator that was set up on the account.
Authenticated user and disconnected authenticator
 
EMAIL:
 
--------------------------------------***DDS DEC/16/2025***--------------------------
Hello Julia,
Thank you for contacting Workspace Support about accessing your Workspace account.
On the call, we determined that you were having an issue with remembering what your previous authenticator was for your account, so we disconnected the old authenticator, and we were able to set up a new authenticator on your phone. In the future, you can use this authenticator app on your phone to authenticate your log ins.
Let us know if you have any questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-16T16:19:08.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T16:03:08.000+0000,005OH00000BGf2TYAT,2025-12-17T17:47:58.000+0000,005OH00000BGf2TYAT,2025-12-17T17:47:58.000+0000,(905)470-8222,,siuboan@gmail.com,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hshLnYAI,False,,24567052,0030A0000029oQ8QAI,0010A000002wB4HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 16th, 2025 ***
User wants to finish registration. Turns out he created username this morning so has to wait for Thursday to complete registration. Sent steps in email.
==================
Bonjour Gilles,

C’était un plaisir de vous parler aujourd’hui pour accéder à votre compte Espace Affaires.

Durant notre appel, j’ai confirmé que votre nom d’utilisateur a bien été créé plus tôt aujourd’hui. Il faudra attendre 48 heures, donc à partir de Jeudi en milieu de journée, pour terminer les étapes de l’inscription au compte Espace Affaires.

Vous pourrez ensuite suivre ces étapes :

Étape 1 : Allez sur https://espaceaffaires.canadavie.com/inscription
Étape 2 : Vous pouvez inscrire votre nom d’utilisateur et mot de passe. Vous allez ensuite pouvoir finir la création de votre compte Espace Affaires.


 

Vous allez ensuite pouvoir confirmer votre code de conseiller, nom, prénom, email et créer un mot de passe pour vous connecter. Après avoir vérifier votre addresse courriel vous pourrez ensuite connecter une application d’authentification sur votre téléphone en suivant les étapes indiquées sur l’ordinateur pour vérifier votre identité à chaque connection.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-16T16:29:03.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-16T15:51:37.000+0000,005OH00000AbJ7aYAF,2025-12-16T16:29:03.000+0000,005OH00000AbJ7aYAF,2025-12-16T16:29:03.000+0000,(418)658-4478X105,,gilles.boutin@bba.qc.ca,(418)658-0296,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hshtjYAA,False,,24569392,0030A0000029mwjQAA,0010A000002w9s7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login assistance,Medium,"MARGARET COCKERILL
ASA needed assistance for workspace login. After authentication, assistance provided and MFA setup for first time.

Hello Margaret,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.

In our today’s call, you needed assistance for logging in to your workspace account so you can download the policy summary. I provided you the website address Advisor Workspace Login – Canada Life. After authentication, I sent you a password reset email. Then you shared your screen with me and we setup browser extension in Microsoft edge for your account. At the end you were able to login successfully. You were able to find the statement for the policy.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T16:56:11.000+0000,False,False,005OH00000BFiyTYAT,2025-12-16T16:28:43.000+0000,005OH00000BFiyTYAT,2025-12-16T16:56:11.000+0000,005OH00000BFiyTYAT,2025-12-16T16:56:11.000+0000,(416)590-7807X226,,hgoodman@hgpartners.ca,(416)590-9581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsiJSYAY,False,,24567054,003OH00000Z38t0YAB,001OH00000ilEuIYAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Register for Workspace,Medium,"Caller Name: Tyler Klimt
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Jinwei Chu	
Phone: 
Email: vivianchoo5@icloud.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: The above advisor informed me that she is experiencing some issues registering for Workspace. She mentioned she hasn’t received an email after she tried registering. Can you please assist?

FINDINGS: only 1 Siebel profile found with code H9729 for MGA
Only 1 SF profile found with the same code and test dummy user
they emailed workspacesupport not the CL mailbox


--------------------------------------***DDS  12/19/2025***--------------------------
RESOLUTION: NO RESPONSE/SENT FINAL FOLLOW UP. no survey mentioned as I didn't didn't help
--------------------------------------***DDS  12/19/2025***--------------------------
Hello Jinwei,

As we have not received a response from you, we will go ahead and close this request. Should you still require assistance, please do give us a call at your convenience, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 



--------------------------------------***DDS  12/18/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  12/18/2025***--------------------------
Hello Jinwei,

Following up on the email below. Please provide the requested information to better assist you, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/16/2025***--------------------------
REQUESTED ADDITIONAL INFORMATION BASED ON FINDINGS

--------------------------------------***DDS  12/16/2025***--------------------------
Hello Tyler/Jinwei,

Thanks for contacting Workspace Support.

We’re more than happy to help.

Jinwei can you please provide your advisor code.

Have you already created your User ID/Password then allowed 48hrs before registering for Workspace? 

What is the User ID you’ve created?

Please let us know what step you’re currently on in the process. 

Are you attempting to register for your Advisor Solutions Workspace or MGA? 

Do you receive any errors?, Please provide any error numbers/screenshots so we can better assist, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/16/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/16/2025***--------------------------
Hi WS Support, 

The above advisor informed me that she is experiencing some issues registering for Workspace. She mentioned she hasn’t received an email after she tried registering. Can you please assist?

Thank you,
Tyler

Tyler Klimt
Regional Sales Representative – Insurance, West Region
Canada Life
Phone: 236-900-3940
tyler.klimt@canadalife.com",True,2025-12-19T13:44:52.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T15:51:37.000+0000,005OH00000AUS7aYAH,2025-12-19T13:44:52.000+0000,005OH00000AUS7aYAH,2025-12-19T13:44:52.000+0000,(587)966-3929,,vivianchoo5@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsjp3YAA,False,,24569645,003OH00000RfXriYAF,001OH00000XdBlRYAV,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Caller requesting support with CIAM registration,Medium,"***DDS SL Dec 16 2025***

Caller is supposedly not receiving an activation code for registration 
User may be confused as the activation code would be provided prior to registration 

===Email Chain===

Good morning Nnaemeka, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today regarding the error message you have been facing with registration for Workspace.  
We have escalated this issue to the Digital Lab team for investigation and correction. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: NNAEMEKA DEREK ANYIAM <NANYIAM@PRIMERICA.COM> 
Sent: December 15, 2025 3:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace Registration Issues Case: 24569645 - INC1939383

I am having problems activating my account, and I do not receive activation codes. Thank You. If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@ primerica. com. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am having problems activating my account, and I do not receive activation codes.

Thank You.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-19T16:57:45.000+0000,False,False,005OH000001yNnaYAE,2025-12-16T16:32:19.000+0000,005OH000001yNnaYAE,2025-12-19T16:57:45.000+0000,005OH000001yNnaYAE,2025-12-19T16:57:45.000+0000,(613)743-3926,,nanyiam@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hskDJYAY,False,,24570568,003OH00000FbP8WYAV,001OH00000JRmnEYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration - INC1939418,Medium,"****DDS****December 17, 2025 - Samantha

WS account has been re-activated

==========================================================================================
Advisor change firm and currently wanting to register the new firm with his new advisor code J0108. Aug.14,2025 was the time that he cut ties with the former firm. Call assist to confirm if we need to refer the advisor to licensing. Talk to SL Samantha and will be escalated.

==============

Hello Kwesi,

Thank you for your patience while our digital partners investigate the issue you have with accessing Workspace.

You already have an active Workspace. Please log into this account using your Edward Jones email address. If your password no longer works, your can reset it from your end. If you need additional support with accessing your account, we will need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 16, 2025 11:40 AM
To: 'kwesi.hammond@edwardjones.com' <kwesi.hammond@edwardjones.com>
Subject: 24570568 / INC1939418 - Request to update file

Hi Kwesi,

Thank you for contacting the workspace support about making sure that your new access is link to your current file so you may be able to register to workspace with your new credentials.

We have gathered the details necessary so we can escalate this situation and update everything on file. We will provide an update once the request is worked on. We appreciate your patience and understanding on this matter.

Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T15:59:18.000+0000,False,False,005OH000002iN7pYAE,2025-12-16T16:46:23.000+0000,005OH00000BFPZHYA5,2025-12-17T15:59:19.000+0000,005OH000002iN7pYAE,2025-12-17T15:59:19.000+0000,(905)286-9325,,kwesi.hammond@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hskbQYAQ,False,,24567791,003OH00000NZVABYA5,001OH00000ScwpwYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CIAM Registration,Medium,"***DDS SL Dec 16 2025***

Caller requested for support with CIAM registration 
user is not sure where they left off 
Creating case to see current status 

===Email Chain===

Good morning Lloyd, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today.  
Thank you for taking the time to chat with us. 
At your earliest convenience, please let us know the best time to connect with you so that we may address your current access to Workspace. 

If preferred, you may also reach out to us at 1-888-999-4516 anytime from 8:00am to 8:00pm EST. 

We look forward to hearing from you. 

have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: LLOYD MURPHY POTTAGE <LLOYDMURPHY.POTTAGE@PRIMERICA.COM> 
Sent: December 15, 2025 12:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] almost through registration.... then i hit a glitch.

this is Lloyd Murphy Pottage, with primerica. . . I got this far--took me a while. but couldn't get an email sent to do the final ( I think) step what next? Murphy Byv8B If you would like to unsubscribe from receiving all promotional messages
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
this is Lloyd Murphy Pottage, with primerica...
I got this far--took me a while. 

but couldn't get an email sent to do the final ( I think) step 

what next? 

Murphy 
Byv8B
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-16T16:22:55.000+0000,False,False,005OH000001yNnaYAE,2025-12-16T16:03:50.000+0000,005OH000001yNnaYAE,2025-12-16T16:22:55.000+0000,005OH000001yNnaYAE,2025-12-16T16:22:55.000+0000,(250)882-3209,,lloydmurphy.pottage@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hskzbYAA,False,,24568420,003G0000018f6u7IAA,0010A000002wOw0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T16:14:12.000+0000,False,False,0055o000002KxaMAAS,2025-12-16T16:14:12.000+0000,0055o000002KxaMAAS,2025-12-16T16:14:12.000+0000,0055o000002KxaMAAS,2025-12-16T16:14:12.000+0000,(403)474-9316,(403) 620-5254,matthew@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsl1EYAQ,False,,24569429,0030A0000029j2pQAA,0010A000002w6cLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Policy,Medium,"User is not able to see a policy in her WS. User does not have TPA- sending the TPA form. 

Email: wthompson@bbfp.ca 
Policy 20004575
Advisor code: D6858

*****************************************************************
Good morning, Wendy

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the policy missing!
 
You currently do not have TPA to D6858. I have attached the Third-party access (TPA) form in which you can get your advisor to complete. You want to send it to the Distribution Methodology team so you can gain access to the policies on Workspace.
 
If you have any questions or need further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T16:38:21.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T16:29:19.000+0000,005OH00000BG5v4YAD,2025-12-16T16:38:21.000+0000,005OH00000BG5v4YAD,2025-12-16T16:38:21.000+0000,(289)337-5491X24,(905) 517-0404,bbrady@bbfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hslIvYAI,False,,24567084,0030A0000029iakQAA,0010A000002w6HHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T15:52:04.000+0000,False,False,005OH000002N6huYAC,2025-12-16T15:52:04.000+0000,005OH000002N6huYAC,2025-12-16T15:52:04.000+0000,005OH000002N6huYAC,2025-12-16T15:52:04.000+0000,(418)627-4447X253,,jonathan.lachance@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsnZGYAY,False,,24567942,0031600002G6ks8AAB,0010A000002wNF5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"KB0017316 - Assisted in registering to workspace, updated the access and registration was successful.
=================

Hi Yvonne,

Thank you for contacting the workspace support about assistance in registering your MGA access for workspace.

We have confirmed that you’ve already created a user id, we have updated the access and assisted you in registering to workspace. We can also confirm that you were able to login to workspace. Please give it 24 to 48 hours for all features to work perfectly.

We appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T16:23:19.000+0000,False,False,005OH00000BFPZHYA5,2025-12-16T16:06:13.000+0000,005OH00000BFPZHYA5,2025-12-16T23:38:26.000+0000,005OH00000BFPZHYA5,2025-12-16T23:38:26.000+0000,(647)688-1627,(647) 688-1627,tim.chuang@radiantlifeinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsoVMYAY,False,,24571484,003G0000018f6XtIAI,0010A000002wOUyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"***DDS*** 12/16/25
Name:   Vincent Fedele
Phone:  416-995-5731
Agent code: LL05678
Reference:KB0020738 

Hello Vincent,

Thank you for contacting Workspace Support today regarding Workspace login.

To recap our call for today: We need to disconnect your MFA and re-connect a new one.
Vincent said he needs to go now but will call back.
Advised when he calls back to let the agent know he needs to disconnect his MFA and reconnect a new on using the Smart Phone.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-16T17:04:36.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T16:59:50.000+0000,005OH00000BGeeHYAT,2025-12-16T17:19:32.000+0000,005OH00000BGeeHYAT,2025-12-16T17:19:32.000+0000,(416)995-5731,,vince@vincefedele.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsotbYAA,False,,24573756,0030A0000029kaDQAQ,0010A000002w7uGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:32:54.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T17:32:54.000+0000,005OH00000BfonJYAR,2025-12-16T17:32:54.000+0000,005OH00000BfonJYAR,2025-12-16T17:32:54.000+0000,(604)647-0630,(604) 369-1976,clarissa.yap@icloud.com,(604)539-7776,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsowkYAA,False,,24568490,003G0000018f6u7IAA,0010A000002wOw0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T16:15:10.000+0000,False,False,0055o000002KxaMAAS,2025-12-16T16:15:10.000+0000,0055o000002KxaMAAS,2025-12-16T16:15:10.000+0000,0055o000002KxaMAAS,2025-12-16T16:15:10.000+0000,(403)474-9316,(403) 620-5254,matthew@mylifefinancialgroup.com,(403)474-9320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsrQ2YAI,False,,24571881,003OH00000M90ykYAB,001OH00000QuxwXYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Primerica email correction,Medium,"*** DDS 16DEC2025 ***

if you receive this call, authenticate the user and change their email address using 'update email' under 'actions' on the left to mpatal.3jpvb@primerica.com

*** DDS 16DEC2025 ***
pro-actively reaching out to users who registered with incorrect email as per Val's spreadsheet dated Dec 15

called the number in Siebel ((204) 505-4423) received and unidentified VM, did not leave message, emailed user to give us a call so we can correct their email address

------------------------EMAIL chain:
Hello Myra,

I am reaching out from Workspace Support regarding a correction that needs to be made to the email address that was used during your recent Primerica Workspace account registration. Please give us a call at the number below at your convenience and you can reference case 24571881 so we can assist with completing the required change and ensure that you do not have any future login issues. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:33:33.000+0000,False,False,005OH000006wv2TYAQ,2025-12-16T17:05:24.000+0000,005OH000006wv2TYAQ,2025-12-17T17:33:33.000+0000,005OH000006wv2TYAQ,2025-12-17T17:33:33.000+0000,(204)505-4423,,mpatal.3jpvb@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsrUnYAI,False,,24568164,003G0000018f7TcIAI,0010A000002wPaCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T16:10:10.000+0000,False,False,0050A000000WjqvQAC,2025-12-16T16:10:10.000+0000,0050A000000WjqvQAC,2025-12-16T16:10:10.000+0000,0050A000000WjqvQAC,2025-12-16T16:10:10.000+0000,(613)735-4141,(613) 312-7800,laurie@fcfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsrzSYAQ,False,,24568849,003OH00000M921NYAR,001OH00000QutYFYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Primerica email correction,Medium,"*** DDS 17DEC2025 ***'

emailed re not receiving code, advised to use authenticator and give us a call if there are further issues

*** DDS 16DEC2025 ***
pro-actively reaching out to Primerica agent's on Val's list from 15DEC2025 to authenticate and change email

called user at (403) 830-5301, authenticated, changed email to srodrigues@primerica.com, user was driving and not in a position to login at the time of the call, f/u email sent advising to let me know if he has further issues/any login issues

----------------------------------EMAIL CHAIN:

Good morning Sergio,

Thank you for your email. The code that you are being prompted to enter at that point would be from your authenticator app. If you continue to have login issues, please give us a call at the number below so we can assist you further.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: SERGIO CORDEIRO RODRIGUES <87xky@primerica.com> 
Sent: December 16, 2025 5:49 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: srodrigues@primerica.com
Subject: [EXT] Re: Workspace email address update - C24568849

Hello Jennifer it seems to say I signed in from unfamiliar network and does not send me a code On Dec 16, 2025 9: 39 a. m. , CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: CAUTION: External emails may contain unsafe links/attachments
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 


ZjQcmQRYFpfptBannerEnd
Hello Jennifer it seems to say I signed in from unfamiliar network and does not send me a code
---------------------
Hello Sergio,

Thank you for taking my call today regarding updating your Primerica Workspace account email address. As we discussed on our call, please use srodrigues@primerica.com to login to Workspace going forward. Let me know if you run into any login issues when you are at home as you were unable to test while we were on the call together. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T16:39:20.000+0000,False,False,005OH000006wv2TYAQ,2025-12-16T16:20:08.000+0000,005OH000006wv2TYAQ,2025-12-17T13:37:40.000+0000,005OH000006wv2TYAQ,2025-12-17T13:37:40.000+0000,(403)830-5301,,srodrigues@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hstMzYAI,False,,24573536,0030A0000029YXjQAM,0010A000002vxwbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:29:44.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T17:29:44.000+0000,005OH00000BfonJYAR,2025-12-16T17:29:44.000+0000,005OH00000BfonJYAR,2025-12-16T17:29:44.000+0000,(604)271-4869,(604) 351-8332,shirleyma@shirleymafinancial.ca,(604)271-4863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hstZvYAI,False,,24570219,0030A0000029pr5QAA,0010A000002wCDUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WAO_8002,Medium,"***DDS 2025-12-18***
C&L confirmed that the user's MGA is not setup as a FundServ dealer with CL.

***DDS 2025-12-16***
User reports not having FundServ codes to choose from when trying to complete a DFSA and encounters WAO_8002.
DDS referred user to Contracts and Licensing to add a FundServ code.
 
================================================================================
****Email Chain**
Hi Vicky, 

As per our records, your MGA is not set up as a FundServ dealer with Canada Life.

Therefore, you can only submit business under your MGA code B5239 WEIXUAN ZHANG. 

Kind regards, 

Grace Feliciano (she/her)
Senior Contracts & Compensation Specialist | Compensation and Contracting Operations
E-mail: grace.feliciano@canadalife.com   |  416-552-3096

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com> 
Sent: Tuesday, December 16, 2025 11:44 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: Fundserv codes settings - Case 24570219

 
________________________________________
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Sent: Tuesday, December 16, 2025 4:44:14 PM (UTC+00:00) Monrovia, Reykjavik
To: 'Vicky Zhang' <vicky.wx@hotmail.com>; Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>
Subject: RE: Fundserv codes settings - Case 24570219
Hello Vicky,
 
Thank you for contacting the Workspace Support team regarding your FundServ code issue. We’ve included Contracts & Licensing on this email chain to help resolve this issue.
 
@Contracts & Licensing, Canada Life Could you please assist the advisor Weixuan Zhang (advisor code B5239) as they seem to have no FundServ code?
 
If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Vicky Zhang <vicky.wx@hotmail.com> 
Sent: December 12, 2025 5:44 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Fundserv codes settings
 
Greetings, My name is WEIXUAN (VICKY) ZHANG, Advisor Code: B5239. I applied for an RRSP using the Digital Segregated Fund Application, and the system displayed the following message at the end. Please help me set my Fundserv code. Thanks. There
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Greetings,
 
My name is WEIXUAN (VICKY) ZHANG, Advisor Code:B5239. I applied for an RRSP using the Digital Segregated Fund Application, and the system displayed the following message at the end. Please help me set my Fundserv code. Thanks.
 
There are no FundServ codes for you to select from
Ensure you are set up in the advisor system. If the problem persists, contact Workspace support: CLWorkspacesupport@canadalife.com and reference WAO_8002.
 
Thanks & Regards
 
Vicky Zhang",True,2025-12-16T16:41:18.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T16:41:18.000+0000,005OH00000AX0rVYAT,2025-12-18T19:02:26.000+0000,005OH00000AX0rVYAT,2025-12-18T19:02:26.000+0000,(905)470-8222,(416) 668-7788,vicky.wx@hotmail.com,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsuJ0YAI,False,,24571473,0030A0000029aVUQAY,0010A000002vzdMQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor wants to set up authenticator on new phone.
**************
Hi Ying   , thank you for contacting the workspace support today.

To recap our call, you wanted to set up your MFA on your new phone. We set up your google authenticator.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T17:06:08.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T16:59:44.000+0000,005OH00000BFQFCYA5,2025-12-16T17:32:39.000+0000,005OH00000BFQFCYA5,2025-12-16T17:32:39.000+0000,(416)358-2266,assistant Monica 6477680266,marilyn_yingliu@yahoo.com,(289)997-4387,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsuUKYAY,False,,24571724,003G0000018f6SkIAI,0010A000002wOP4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product Illustration Download,Medium,"NAME: GESI COMMISSO 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: LL30711 
ADVISOR NAME: 
PHONE: NA
EMAIL: gesi@vfgwealth.com
 
ISSUE: 
User is asking how they can download Product Illustration 
 
 
FINDINGS:
 KB0023322 
 
TROUBLESHOOTING/RESOLUTION:
Provided link for user to download the application from
Advised them to let us know if they have any issues.
 
EMAIL:
 
--------------------------------------***DDS DEC/15/2025***--------------------------
Hello Gesi,
Thank you for contacting Workspace Support. I will be happy to provide the link for where you can download Product Illustrations. Please visit the link below and select ‘product illustrations 9.1.0.’ 
Product Illustrations download:
https://www.acp.canadalife.com/secure/more-adsl/technology/software-downloads.html
Depending on the device you have, you should be prompted on the download process. Please follow along as the prompts come up. Once downloaded, you will need to sign into Product Illustrations with your LL number and password.
If you have any questions about setting up, please let up know.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Gesi Commisso <gesi@vfgwealth.com> 
Sent: December 16, 2025 11:34 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Help - getting product illustrations - LL30711 W6106 Gesi Commisso
Hi workspace I was told you can help me get product illustrations on my computer? Please advise thanks Gesi Commisso, CFP Managing Partner and Financial Planner / Group Benefits Specialist VFG Wealth Investia Financial Services Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
ZjQcmQRYFpfptBannerEnd
Hi workspace I was told you can help me get product illustrations on my computer?
Please advise thanks
Gesi Commisso, CFP
Managing Partner and Financial Planner / Group Benefits Specialist
VFG Wealth 
 
Investia Financial Services
Investment Representative
 
Leave a Review - VFG Woodstock – Please and thank you! 
Book time with Gesi Commisso 
Get a life insurance quote here!
 LinkedIn | Facebook | 
 
19 West Ave
Woodstock, ON N4S 7K4
Office: 519.539.4534
Cell: 519-532-7432
Fax: 519.539.7936
 
Any activity in relation to my title as Partner with Vancea Financial Group Inc. is related to my insurance business only, and is not the business of/or under the supervision of Investia Financial Services. Mutual funds and referral arrangements are offered through Investia Financial Services.
Notice of Confidentiality:
The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material.  Any review, re-transmission, dissemination or other use of or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited.  If you received this in error, please contact me immediately by return electronic transmission and then immediately delete this transmission including all attachments without copying distributing or disclosing same.",True,2025-12-16T17:03:03.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T17:03:03.000+0000,005OH00000BGf2TYAT,2025-12-16T17:03:03.000+0000,005OH00000BGf2TYAT,2025-12-16T17:03:03.000+0000,(519)275-3333,,dino@vfgwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsusVYAQ,False,,24573311,003OH00000M956CYAR,001OH00000Qun5eYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User is indicating he is not receiving a code in his email when trying to sign in. 
Advised the code will be sent to the Microsoft authenticator.

Code: P3187
Email: meisenrigler@primerica.com 
Phone: 204-210-2335

***********************************************************************
Good afternoon, Michael

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding sign in!
 
Just as a reminder during Workspace login it will now request a confirmation through the Microsoft authenticator each time.  

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T17:28:39.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T17:26:37.000+0000,005OH00000BG5v4YAD,2025-12-16T17:51:36.000+0000,005OH00000BG5v4YAD,2025-12-16T17:51:36.000+0000,(250)738-7010,,meisenrigler@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsvbiYAA,False,,24570797,003OH000003rXfFYAU,001OH000004rWVrYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"KB0018469- User is a advisor and support staff. User is trying to register for direct Workspace account as support staff. 

Email: admin@sauvesolutions.com 
MGA Code: E8902 
User ID: LYANSAMIDAN 
Direct Code: W1105

****************************************************************
Good morning, Lynette

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
I am glad I can assist you with registering for your direct Workspace account. Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. During Workspace login it will now request a confirmation through the Google authenticator.  

If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T17:02:52.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T16:49:42.000+0000,005OH00000BG5v4YAD,2025-12-16T17:02:52.000+0000,005OH00000BG5v4YAD,2025-12-16T17:02:52.000+0000,(613)260-3333X225,,admin@sauvesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hswO4YAI,False,,24572861,0030A0000029brLQAQ,0010A000002w0hxQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:19:43.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T17:19:43.000+0000,005OH00000BfonJYAR,2025-12-16T17:19:43.000+0000,005OH00000BfonJYAR,2025-12-16T17:19:43.000+0000,(604)322-1432,(604) 329-4109,berringer_group@telus.net,(604)322-4660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsx5cYAA,False,,24573334,0030A00000C9bIQQAZ,0010A00000CjzdPQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:26:56.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T17:26:56.000+0000,005OH00000BfonJYAR,2025-12-16T17:26:56.000+0000,005OH00000BfonJYAR,2025-12-16T17:26:56.000+0000,(250)410-3931X3,,gatwood@harbourfrontwealth.com,(250)389-6053,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsx8vYAA,False,,24585868,0030A0000029mSHQAY,0010A000002w9S0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:29:37.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T20:29:37.000+0000,005OH000004Ir1xYAC,2025-12-16T20:29:38.000+0000,005OH000004Ir1xYAC,2025-12-16T20:29:38.000+0000,(403)532-1651,(587) 885-1672,samantha@livefreeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsyBNYAY,False,,24571555,003OH00000CNjolYAD,001OH00000Et75fYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:00:49.000+0000,False,False,005OH000007fgYjYAI,2025-12-16T17:00:49.000+0000,005OH000007fgYjYAI,2025-12-16T17:00:49.000+0000,005OH000007fgYjYAI,2025-12-16T17:00:49.000+0000,(514)712-7172,,jonathan@marcilboulay.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hszAeYAI,False,,24570680,003OH00000M9851YAB,001OH00000QurqoYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Primerica Email Update,Medium,"Phoned Brent and there was no answer. VM was automated and couldn't confirm identification. Emailed user to phone in at their earliest convenience so we can update their WS login email to match what's on file for them.

===Email Chain===

Good morning Brent,

We’re reaching out to you because your workspace login email address requires an update. We tried to connect with you via phone but you weren’t available.

Please call us back at your earliest convenience so we can update your email to match what’s on file for you. Any representative you reach is able to make this update.

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T16:48:11.000+0000,False,False,0050A000000qsPeQAI,2025-12-16T16:48:11.000+0000,0050A000000qsPeQAI,2025-12-16T16:50:06.000+0000,0050A000000qsPeQAI,2025-12-16T16:50:06.000+0000,(403)998-8616,,kennedy.brentm@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hsznLYAQ,False,,24570063,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-16T16:42:23.000+0000,False,False,005OH000006uyEBYAY,2025-12-16T16:38:54.000+0000,005OH000006uyEBYAY,2025-12-16T16:42:23.000+0000,005OH000006uyEBYAY,2025-12-16T16:42:23.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht0d3YAA,False,,24572341,0030A0000029XtPQAU,0010A000002vxPMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:12:26.000+0000,False,False,005OH000007fgYjYAI,2025-12-16T17:12:26.000+0000,005OH000007fgYjYAI,2025-12-16T17:12:26.000+0000,005OH000007fgYjYAI,2025-12-16T17:12:26.000+0000,,(514) 824-8837,tonycesta56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht0mgYAA,False,,24580611,0030A0000029eZmQAI,0010A000002w2tLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/16*
----------------
KB0017399  
Elizabeth Secord 
19336
31191066
i have not been on Workspace in a while, i am trying to reset my password, 
err w1283
unlocked in Workspace


*email*
----------------
Good afternoon Elizabeth, 

Thank you for contacting the Workspace Support Team with your inquiry. 

While logging into Workspace you were receiving ERR W1283 were unable to access the portal. This was due to your account being locked, we were able to unlock it for you and then guide you through the log in process successfully. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T23:22:23.000+0000,False,False,005OH000008919xYAA,2025-12-16T19:12:16.000+0000,005OH000008919xYAA,2025-12-16T23:22:23.000+0000,005OH000008919xYAA,2025-12-16T23:22:23.000+0000,(289)213-6418,,bethsecord123@gmail.com,(905)735-4421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht0wLYAQ,False,,24574746,003OH00000M956CYAR,001OH00000Qun5eYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Callback- C24573311,Medium,The user accidently ended the call- called back user.,True,2025-12-16T17:49:11.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T17:47:35.000+0000,005OH00000BG5v4YAD,2025-12-16T17:49:11.000+0000,005OH00000BG5v4YAD,2025-12-16T17:49:11.000+0000,(250)738-7010,,meisenrigler@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht11BYAQ,False,,24574812,003OH00000M9B35YAF,001OH00000Quup1YAB,,,,,,,012OH000000ijW5YAI,Open,,Phone,,#Primerica workspace login,Medium,"****DDS****December 16, 2025

User said that she registered for WS but she is stuck on the screen that is asking for a code.
========================================================================

****Email Chain****

Hello Terry-Ann,

Thank you for contacting the Workspace Support team regarding an issue you have accessing Workspace. I’d be happy to assist you.

Please provide us with a screenshot of the page you are stuck on. This way we can investigate further.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: TERRY-ANN CLARKE <TERRYANNCLARKE@PRIMERICA.COM> 
Sent: December 15, 2025 7:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] No Verification code gets sent

Hello, I've registered for workspace however when I am about to sign in to use the space, It requires me to add another verification code. The problem is that new code does not come to my email so I am stuck on that screen and can not proceed
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I've registered for workspace however when I am about to sign in to use the space, It requires me to add another verification code. The problem is that new code does not come to my email so I am stuck on that screen and can not proceed any further.

You are receiving this message from Terry Ann Clarke on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively “Primerica”), branch office located at 43 Goldthorne Ave. Etobicoke ON M8Z 5S7. Canada I can be reached at 416-705-3486.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",False,,False,False,005OH000002iN7pYAE,2025-12-16T17:48:41.000+0000,005OH000002iN7pYAE,2025-12-16T17:55:23.000+0000,005OH000002iN7pYAE,2025-12-16T17:55:23.000+0000,(416)705-3486,,terryannclarke@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht1PLYAY,False,,24570691,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer inquired about travel insurance for their in-laws who are coming to Canada on a super visa. The agent explained that they do not sell travel insurance independently, but provided contact information for three third-party providers the customer can try - TUGO, TourMed, and Destination Travel. The agent gave the customer the phone numbers and website details for these providers so the customer can explore their travel insurance options.",True,2025-12-16T16:53:06.000+0000,False,False,005OH000007edoDYAQ,2025-12-16T16:48:20.000+0000,005OH000007edoDYAQ,2025-12-16T16:53:06.000+0000,005OH000007edoDYAQ,2025-12-16T16:53:06.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht2A9YAI,False,,24572800,0030A0000029bqKQAQ,0010A000002w0h6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:18:51.000+0000,False,False,0050A000000XQhmQAG,2025-12-16T17:18:51.000+0000,0050A000000XQhmQAG,2025-12-16T17:18:52.000+0000,0050A000000XQhmQAG,2025-12-16T17:18:52.000+0000,(506)642-8160,(506) 647-9797,rsbryant@nbnet.nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht2YHYAY,False,,24570089,003OH00000M94zhYAB,001OH00000Quv4uYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#primerica,Medium,"Caller Name: JACQUELINE ELIZAB SMITH
Advisor or support staff: Advisor 
Advisor Code: PME5472
Advisor Name: JACQUELINE ELIZAB SMITH	
Phone: 
Email: smith.jacquelineelizab@primerica.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED:  confirm
Issue: Was told to call/refer to INC1933668

FINDINGS: INC1933668

https://lifeco.lightning.force.com/lightning/r/Contact/003OH00000KLHP9YAP/view

AS PER THE INC TICKET, If they do call, please refer to DHAS update below, it looks like they were just entering a password that matched too closely to their username/email which is not acceptable. 
Kindly ask user to do the registration with valid and strong password (password that should not contain username details).

RESOLUTION: ASVISED as per the  INC1933668. 
she refused the log me in session, asked a few times too.. 

the password she's choosing again wasn't strong enough and it was noted on the screen but . it ticks the boxes but tells her to make the password stronger.
completely different passwords she noted and says it has nothing to do with the user name/email address.  

had her try edge browser. It then prompted her to scan the QR code on Edge but she didn't want to go forward anymore and said bye.

I had messaged Jonathan to get his feedback on how to handle

---------BUT SHE CALLED BACK AND GOT ME AGAIN. ---------------

RESOLUTION: SHE CALLED BACK WAS REGISTERED AND USING OKTA AUTH APP....AND WAS RECEIVING EMAILS NOTHING UNFAMILLAIR NETWORK AND WANTED TO KNOW WHAT IT WAS. 

she was stuck on the complete step 9 of KB0023476
guided her and she was to complete the registration. 
had her sign out/in again to test with success


--------------------------------------***DDS  12/16/2025***--------------------------
Hello Jacqueline,

Thank you for contacting Workspace Support today regarding registration for your Workspace account. 

It was a pleasure speaking to you and I’m glad to hear you were finally able to complete the registration for Workspace. 

You’ve used the Okta authenticator app on your cell phone to authenticate and so each time you sign into Workspace, you will need to check the app and enter the code to sign in. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T18:17:28.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T16:39:16.000+0000,005OH00000AUS7aYAH,2025-12-16T18:17:28.000+0000,005OH00000AUS7aYAH,2025-12-16T18:17:28.000+0000,(604)524-5922,,smith.jacquelineelizab@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht2rkYAA,False,,24577248,0030A0000029bQCQAY,0010A000002w0N6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T18:23:17.000+0000,False,False,0055o000001NWfMAAW,2025-12-16T18:23:17.000+0000,0055o000001NWfMAAW,2025-12-16T18:23:18.000+0000,0055o000001NWfMAAW,2025-12-16T18:23:18.000+0000,(905)881-4567,(416) 543-0488,georgelai78@gmail.com,(905)881-8848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht37sYAA,False,,24574164,003OH00000TXjLqYAL,001OH00000ZyhSsYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CIAM Registration Request,Medium,"***DDS SL Dec 16 2025***

Caller is requesting for support concerning the CIAM registration error W2302
User is likely not using correct code 
Will need to clarify for them 

===Email Chain===

Good afternoon Kathleen, 

Thank you for contacting the Workspace Support team. We understand that you are experiencing difficulty with completing your Workspace registration. We are happy to assist you with this matter. 

The screenshot provided below, indicates that there was an error with the code that was entered in the previous page. 
The activation code is not a one-time passcode, but this is a code that would have been provided to you in your registration letter for Workspace. 
This code follows a format that looks like this: 1-2345678

Please see the image below for reference. This is how you would have been provided your activation code. 

 

Please let us know if you have been inserting the activation code provided to you, and please confirm your activation code. 
If you are receiving this error message after providing the right code, we will need to escalate this issue further. 

Please let us know at your earliest convenience.
We look forward to hearing from you. 

Thank you and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: KATHLEEN LAURA GOODE <KGOODE@PRIMERICA.COM> 
Sent: December 15, 2025 8:18 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Continue to get error while completing registration - Case: 24574164

Good Afternoon I am trying to set up my access to Canada Life and continue to get this error even though I am putting in the one-time password code that has been assigned. I've tried this multiple times. Can you kindly advise as to what my next
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Afternoon

I am trying to set up my access to Canada Life and continue to get this error even though I am putting in the one-time password code that has been assigned. 

I've tried this multiple times.

Can you kindly advise as to what my next steps are.

Thank you
Kathleen (Kathy) Goode



 
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-19T16:58:07.000+0000,False,False,005OH000001yNnaYAE,2025-12-16T17:38:47.000+0000,005OH000001yNnaYAE,2025-12-19T16:58:07.000+0000,005OH000001yNnaYAE,2025-12-19T16:58:07.000+0000,(705)427-2335,,kgoode@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht43qYAA,False,,24570681,0030A000006qSEtQAM,0010A000007fjRLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 16 2025

Bonjour Johany,

Notre équipe a reçu votre demande pour une liste de clients pour vous. En vérifiant votre accès sur nos systèmes, nous avons vu que votre courriel n’est pas à jour dans nos dossiers. 

À cause de nos mesures de sécurité, notre équipe ne peut pas envoyer des listes à des courriels qui ne sont pas listés sous votre nom.  

J’ai ajouté l’équipe de contrats et compensation sur ce courriel. Je voudrais leur demander de mettre à jour votre courriel dans nos systèmes. S’ils ont besoin de l’information additionnelle, ils vous laisseront savoir. 
 
Après que votre courriel correspond sur nos dossiers, nous allons pouvoir vous envoyer les listes de polices que nous pourrons trouver. 

Notez que notre équipe n’a pas de listes des clients pour des entreprises dans nos dossiers.

 Merci pour votre compréhension. Nous serons à l’attente de la mise à jour.
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus",True,2025-12-16T16:48:11.000+0000,False,False,005OH000002iN7rYAE,2025-12-16T16:48:11.000+0000,005OH000002iN7rYAE,2025-12-16T16:48:12.000+0000,005OH000002iN7rYAE,2025-12-16T16:48:12.000+0000,(450)964-6464X223,,johany.doucet@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht5MTYAY,False,,24570575,0030A0000029VjrQAE,0010A000002vvbvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,NB Application how to question,Medium,"*** DDS Dec 16th, 2025 ***
User has an issue with an application on NB. Turns out page states that in order to continue you need to press save and next and it will lock the client's info, but the advisor did not understand it well. After clicking it, she was able to continue the application process.
================
Bonjour Suzanne,

C’était un plaisir de vous parler aujourd’hui pour vous aider à remplir une proposition depuis Nouvelles Affaires.

Pendant notre appel, j’ai indiqué que la page sur laquelle vous étiez bloquée devrait être enregistrée en cliquant « Enregistrer et suivant » pour aller de l’avant dans la proposition.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-16T17:03:53.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-16T16:46:29.000+0000,005OH00000AbJ7aYAF,2025-12-16T17:57:56.000+0000,005OH00000AbJ7aYAF,2025-12-16T17:57:56.000+0000,(514)366-6268,,,(514)788-4885,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht5ZUYAY,False,,24574680,0030A000005f2PMQAY,0010A000006P8NRQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Err-W1283 password lockout,Medium,"***DDS*** 12/16/25
Name:   JANELLE MORTON
Phone:  519-318-8930
Agent code: C5601
Reference: KB0017399

Thank you for contacting Workspace Support today regarding Err-W1283 password lockout

To recap our call for today:
Setup a new password.
Had Janelle login, out and back in again.
Success.


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-12-16T17:50:37.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T17:46:29.000+0000,005OH00000BGeeHYAT,2025-12-16T18:01:03.000+0000,005OH00000BGeeHYAT,2025-12-16T18:01:03.000+0000,(519)686-7400,,janelle.morton@ig.ca,(519)686-2769,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht5j5YAA,False,,24573257,003OH00000NZYMZYA5,001OH00000Sd5PrYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Workspace registration Link,Medium,"****DDS****December 16, 2025

User wants the registration link

========================================================

****Email Chain****

Hello Marco,

Thank you for contacting the Workspace support team regarding the registration link. I’d be happy to assist you.

Please use this link https://workspace.canadalife.com/registration?r=C to register for your Workspace account.

If you need additional support with registering for your account, we would need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






From: MARCO B T MOHAREB <MMOHAREB@PRIMERICA.COM> 
Sent: December 15, 2025 6:27 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Request for the link of Work Space registration

Hello Team, I cannot locate the link for my registration for the workspace. Kindly share this with me, I appreciate it, Thank you Marco Mohareb In the US (except in NY) term life insurance products are underwritten by Primerica Life Insurance
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello Team, 

I cannot locate the link for my registration for the workspace. 

Kindly share this with me, 

I appreciate it, 

Thank you

Marco Mohareb 


In the US (except in NY) term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia. In NY, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY. If you wish to opt out of future commercial emails, please reply with the subject ""Opt Out"" to this email address and copy us_marketingadvisory@primerica.com.",True,2025-12-16T17:29:39.000+0000,False,False,005OH000002iN7pYAE,2025-12-16T17:25:39.000+0000,005OH000002iN7pYAE,2025-12-16T17:29:39.000+0000,005OH000002iN7pYAE,2025-12-16T17:29:39.000+0000,(416)858-2058,,mmohareb@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht5r9YAA,False,,24572734,0030A000006UHQHQA4,0010A000007FoIGQA0,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Riff in Investment Centre Seg fund not an option,Medium,"*12/16*
----------------
Barbra Atchison
141048120 - sample policy number from client where they are having the issues with investment centre not the actual product with the problem 

trying to do a RIFF, it's not presenting seg funds as an option when i go to set up the plan
it's expected to be there 
*email*
----------------",False,,False,False,005OH0000064XtBYAU,2025-12-16T17:17:58.000+0000,005OH000008919xYAA,2025-12-16T17:26:10.000+0000,005OH000008919xYAA,2025-12-16T17:26:10.000+0000,(780)909-7257,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht5uQYAQ,False,,24575144,003OH00000M94zhYAB,001OH00000Quv4uYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#primerica,Medium,REFER TO CASE #24570089. SHE CALLED TWICE AND GOT ME.,True,2025-12-16T17:56:00.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T17:52:49.000+0000,005OH00000AUS7aYAH,2025-12-16T17:56:00.000+0000,005OH00000AUS7aYAH,2025-12-16T17:56:00.000+0000,(604)524-5922,,smith.jacquelineelizab@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht6aIYAQ,False,,24571636,0030A000004r2qcQAA,0010A000005cmgsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:01:51.000+0000,False,False,0055o000001h4cFAAQ,2025-12-16T17:01:51.000+0000,0055o000001h4cFAAQ,2025-12-16T17:01:51.000+0000,0055o000001h4cFAAQ,2025-12-16T17:01:51.000+0000,(204)573-9596,,jameshellis@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht7D3YAI,False,,24574304,0030A0000029fypQAA,0010A000002w43KQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0016709 - Assisted the advisor in resetting the MFA... Code is not accepted getting URL error even if we tried to clear cashed and cookies. reach out to assist, SL Samantha advised to update the browser, issue resolve.
===================
Hi Thie,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We have successfully disconnected the previous MFA and set up a new one for you. Initially we had an issue as the code is not accepted, we have identified and correct to issue. We did confirm that you have regained your access to workspace.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T17:50:32.000+0000,False,False,005OH00000BFPZHYA5,2025-12-16T17:40:53.000+0000,005OH00000BFPZHYA5,2025-12-16T23:39:55.000+0000,005OH00000BFPZHYA5,2025-12-16T23:39:55.000+0000,(905)627-9970X1,,thie.convery@ipcsecurities.com,(905)627-9214,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht7mXYAQ,False,,24572833,0030A0000029VeEQAU,0010A000002vvWhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password Reset,Medium,"NAME: QI HU
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: D4810
PHONE: +16479922922 
EMAIL: angelhuqi@gmail.com 
 
ISSUE: 
User is unable to sign in
They keep getting an error message that says wrong email/password/association.
 
AUTHENTICATION (If Required):
KB0021888
Authenticated user as an MGA advisor.
Passed authentication
 
FINDINGS:
The user’s workspace account is locked due to many failed logins.
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user
Unlocked account
Sent user a password reset email
User was able to reset password through the verification link
 
EMAIL:
 
--------------------------------------***DDS DEC/16/2025***--------------------------
Hello Qi,
Thank you for contacting Workspace Support about your access to your Workspace account.
On the call today, I unlocked your account and sent you a link with helped with resetting your password. In the future when you log in to workspace, please use your salesforce authenticator app to generate a code which would give you access to the site.
Let us know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-16T17:34:31.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T17:19:18.000+0000,005OH00000BGf2TYAT,2025-12-17T17:46:27.000+0000,005OH00000BGf2TYAT,2025-12-17T17:46:27.000+0000,(647)992-2922,,angelhuqi@hotmail.com,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht8U9YAI,False,,24573933,0030A0000029e1vQAA,0010A000002w2RWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:35:20.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T17:35:20.000+0000,005OH00000BfonJYAR,2025-12-16T17:35:21.000+0000,005OH00000BfonJYAR,2025-12-16T17:35:21.000+0000,(778)999-3387,(778) 999-3387,scottg@ridgewealth.com,(604)687-7763,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000ht9LJYAY,False,,24576904,0030A0000029bqKQAQ,0010A000002w0h6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"RUSSELL MYERS BRYANT

Advisor needed assistance for logging in to their account. They were not able to find the authenticator they have setup. I help them to find out google authenticator. They were able to login successfully after verification code.

 Hello Russell,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with workspace login. You shared your screen with me and then we tried to find out the authenticator in your phone. We found that you are setup with google authenticator. You entered the code and you were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T18:36:44.000+0000,False,False,005OH00000BFiyTYAT,2025-12-16T18:17:58.000+0000,005OH00000BFiyTYAT,2025-12-16T18:36:44.000+0000,005OH00000BFiyTYAT,2025-12-16T18:36:44.000+0000,(506)642-8160,(506) 647-9797,rsbryant@nbnet.nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htAfbYAE,False,,24579583,003OH00000QVj8SYAT,001OH00000WG1E6YAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/16/25 

Authenticated user as per KB0021888 - advised user to enter the email address we have in Siebel to sign into WS and use their MFA on the phone to access WS - user signed in successfully
 
============================================================================================= 
 
****Email Chain****


Bonjour Amelie,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès.

Je suis ravie d’avoir pu vous aider à reconnecter sur votre compte Espace Affaires avec succès. 


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T18:57:48.000+0000,False,False,005OH0000097FtCYAU,2025-12-16T18:57:48.000+0000,005OH0000097FtCYAU,2025-12-16T19:05:35.000+0000,005OH0000097FtCYAU,2025-12-16T19:05:35.000+0000,(450)377-6390,,amelie.morin@nd-sfi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htAhGYAU,False,,24579037,003OH00000TozyvYAB,001OH00000aL1e0YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Activation Error - ERR-W2302,Medium,"****DDS****December 16, 2025


=================================================================

Description of issue:  when the user enters their activation code, they receive error message ""We couldn't complete your registration..."" with error code ERR-W2302

Salesforce ID: 003OH00000TqAJ4YAN
CIAM ID (Located on user record): does not have a CIAM ID
User Name: ZEMEEN RAHIM DOSANI
User Email: ZDOSANI@PRIMERICA.COM
Error Code & Screenshot: Error: ERR-W2302

======================================================================================

****Email Chain****

Hello Zemeen,

To help you with this registration issue, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: ZEMEEN RAHIM DOSANI <ZDOSANI@PRIMERICA.COM> 
Sent: January 6, 2026 1:58 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: ****Case 24579037**** - INC1939635 - RE: canadalife Activate error

I have now tired multiple times - i get the verification code, once i submit here i get the second screen Thank you, Zemeen (Zee) Dosani 905-409-3289 From: ""CL Workspace Support"" <CLWorkspaceSupport@ canadalife. com> To: ""ZEMEEN RAHIM DOSANI""
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I have now tired multiple times - i get the verification code, once i submit here i get the second screen 


  

Thank you,
Zemeen (Zee) Dosani
905-409-3289

________________________________________
From: ""CL Workspace Support"" <CLWorkspaceSupport@canadalife.com>
To: ""ZEMEEN RAHIM DOSANI"" <ZDOSANI@PRIMERICA.COM>
Sent: Wednesday, December 17, 2025 5:39:52 PM
Subject: RE: ****Case 24579037**** - INC1939635 - RE: canadalife Activate error


CAUTION:	External emails may contain unsafe links/attachments

Hello Zemeen,
 
Thank you for your patience while our digital partners investigate the issue you have registering for your Workspace account.
 
Please to proceed with registration, your activation code should now work.
 
If there is anything else we can assist you with, please do not hesitate to reach out. 
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 16, 2025 12:53 PM
To: ZEMEEN RAHIM DOSANI <ZDOSANI@PRIMERICA.COM>
Subject: ****Case 24579037**** - INC1939635 - RE: canadalife Activate error
 
Hello Zemeen,
 
Thank you for contacting the Workspace support team regarding an issue you have entering your activation code. I’d be happy to assist you.
 
I have gone ahead and escalated this registration issue to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: ZEMEEN RAHIM DOSANI <ZDOSANI@PRIMERICA.COM> 
Sent: December 15, 2025 7:36 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] canadalife Activate error
 
Hi I am getting this error everytime i try to activate. Please advise how I can fix this Zemeen Dosani 9054093289 Thank you, Zemeen (Zee) Dosani 905-409-3289 If you would like to unsubscribe from receiving all promotional messages from Primerica,


Hi
 
I am getting this error everytime i try to activate. Please advise how I can fix this
Zemeen Dosani
9054093289
 
 
 



Thank you,
Zemeen (Zee) Dosani
905-409-3289
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-17T22:41:28.000+0000,False,False,005OH000002iN7pYAE,2025-12-16T18:49:33.000+0000,005OH000002iN7pYAE,2026-01-06T21:32:12.000+0000,005OH000002iN7pYAE,2026-01-06T21:32:12.000+0000,(905)409-3289,,zdosani@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htBrmYAE,False,,24574898,0030A00000BCRtaQAH,0010A00000BmYUWQA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations,Medium,"*12/16*
----------------
kafai cheng
f2971
d3212
i have 24558745 
reset pw in ISAM and emailed 
walked user through repnet pw reset 
user able to log into product illustrations now

*email*
----------------
Good afternoon Patrick, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were unable to log into your Product Illustration tool and wanted to fix the issue preventing you from logging you in. We were able to reset your password, guide you through the password reset process and then you could successfully log into your Product Illustration app again. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T00:14:05.000+0000,False,False,005OH000008919xYAA,2025-12-16T17:49:50.000+0000,005OH000008919xYAA,2025-12-17T00:14:06.000+0000,005OH000008919xYAA,2025-12-17T00:14:06.000+0000,(604)438-1232X6236,,patrick.cheng@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htCEIYA2,False,,24572648,0030A0000072mEwQAI,0010A000007tUBiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:17:00.000+0000,False,False,005OH00000BfjndYAB,2025-12-16T17:17:00.000+0000,005OH00000BfjndYAB,2025-12-16T17:17:00.000+0000,005OH00000BfjndYAB,2025-12-16T17:17:00.000+0000,(604)746-6890,(604) 768-7484,nadeen@krstrategygroup.ca,(604)746-6891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htCXpYAM,False,,24576106,0035o0000068aSkAAI,0015o000006h4ONAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Needed help signing onto WS,Medium,"•	Reason for call: Didn't if an authenticator was already connected, adv yes
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: n/a
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification 
============================
Bonjour Zaki, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T18:06:46.000+0000,False,False,005OH00000BFQFGYA5,2025-12-16T18:06:46.000+0000,005OH00000BFQFGYA5,2025-12-16T18:12:52.000+0000,005OH00000BFQFGYA5,2025-12-16T18:12:52.000+0000,(514)476-9110,,zaki.barakat@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htCmCYAU,False,,24573091,003OH00000M9C0YYAV,001OH00000QuyWIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica email correction,Medium,"***DDS Dec17,2025***
Member called back, after authentication, email address updated.

*** DDS 16DEC2025 ***
if/when the user calls back, please authenticate and then change the email address using 'Update email' under Actions on the panel to the left to burdolfpowell@primerica.com

*** DDS 16DEC2025 ***
pro-actively reaching out to users who registered with an incorrect email from Val's spreadsheet sent Dec 15 (user spoke with L1 Friday to register)

called (647) 785-1237 and got an identified VM, asked user to call back and reference this case, f/u email sent as well:

----------------------------------EMAIL CHAIN:
Hello Burdol,

I am reaching out from Workspace Support regarding a correction that needs to be made to the email address that was used during your recent Primerica Workspace account registration and I just left you a voicemail message. Please give us a call at the number below at your convenience and you can reference case 24573091 so we can assist with completing the required change and ensure that you do not have any future login issues. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T15:25:08.000+0000,False,False,005OH000006wv2TYAQ,2025-12-16T17:23:01.000+0000,005OH000006wv2TYAQ,2025-12-17T15:25:08.000+0000,005OH00000BFiyTYAT,2025-12-17T15:25:08.000+0000,(647)785-1237,,burdolfpowell@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htE6QYAU,False,,24572888,003OH00000M904DYAR,001OH00000QumcuYAB,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Email Update,Medium,gregr,False,,False,False,005OH0000064XtBYAU,2025-12-16T17:20:10.000+0000,005OH0000064XtBYAU,2025-12-16T17:20:11.000+0000,005OH0000064XtBYAU,2025-12-16T17:20:11.000+0000,(778)878-2618,,ayirgaw@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htEbBYAU,False,,24575120,0030A0000029mLmQAI,0010A000002w9LVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:52:36.000+0000,False,False,005OH000005URvxYAG,2025-12-16T17:52:36.000+0000,005OH000005URvxYAG,2025-12-16T17:52:36.000+0000,005OH000005URvxYAG,2025-12-16T17:52:36.000+0000,(780)962-1779,780-916-6694,jim@peddieinsurance.ca,(780)575-2241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htEnyYAE,False,,24572949,0030A0000029XnQQAU,0010A000002vxJmQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:20:59.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T17:20:59.000+0000,005OH00000BfonJYAR,2025-12-16T17:20:59.000+0000,005OH00000BfonJYAR,2025-12-16T17:20:59.000+0000,(604)510-5222X1,(604) 839-4946,simon@dynamicplanning.ca,(604)510-5233,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htGHtYAM,False,,24572815,0030A0000072mEwQAI,0010A000007tUBiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:19:03.000+0000,False,False,005OH00000BfjndYAB,2025-12-16T17:19:03.000+0000,005OH00000BfjndYAB,2025-12-16T17:19:04.000+0000,005OH00000BfjndYAB,2025-12-16T17:19:04.000+0000,(604)746-6890,(604) 768-7484,nadeen@krstrategygroup.ca,(604)746-6891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htHXOYA2,False,,24575578,003OH00000O88ykYAB,001OH00000TK7MVYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T17:58:47.000+0000,False,False,005OH000005URvxYAG,2025-12-16T17:58:47.000+0000,005OH000005URvxYAG,2025-12-16T17:58:47.000+0000,005OH000005URvxYAG,2025-12-16T17:58:47.000+0000,(780)265-5898,,brsv_25@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htIGUYA2,False,,24573461,0030A0000029m3SQAQ,0010A000002w94rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Passord Lockout,Medium,"***DDS*** 12/16/25
Name:   DAVE LADBROOK
Phone:  613-539-0187
Agent code: 93045DL
Reference: KB0017399

Hi Dave,

Thank you for contacting Workspace Support today regarding Workspace locked

To recap our call for today: We unlocked Workspace
Setup a new password.
Had Dave login, out and back in again.
Success.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-12-16T17:28:45.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T17:28:45.000+0000,005OH00000BGeeHYAT,2025-12-16T17:41:20.000+0000,005OH00000BGeeHYAT,2025-12-16T17:41:20.000+0000,(613)634-1664X229,(613) 539-0187,ladbrookdave@gmail.com,(613)634-1667,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htJJ3YAM,False,,24577802,0030A00000BNwhzQAD,0010A00000ByIgaQAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wealth Client Listing Request/follow up,Medium,"report provided 

**EMAIL**

Hi Derrick,

As mentioned in my previous email, please see password below for your password-protected Excel file:
6ZALTQMUQ4

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.






Good morning Derrick,

Our team received confirmation that your information is now up-to-date with Canada Life.

Please find the attached file of the requested W2693, D9994 Wealth Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.






This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



Can you provide a listing of my client’s assets under management for both of my Canada Life codes:

               W2693
               D9994

Thank you

 

		Derrick Casey
President
DC Financial 
 

	780-505-0069

 

	www.dc-financial.ca







The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. We have taken precautions against viruses, but take no responsibility for loss or damage caused by a virus present.

Good day team,

The advisor, Derrick Casey sent in a request to update their email to the following teams in August 2025. Could the following team please follow up on this request as our team received another Client Listings request from this advisor? The advisor’s contact information is still not updated on Siebel (Direct/Indirect Channel) as of today’s date.

Please let us know once it is complete and we will fulfil the Client Listings request on our end to the advisor.



Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: derrick@dc-financial.ca <derrick@dc-financial.ca> 
Sent: August 26, 2025 2:24 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>; Field Operations <fieldoperations@canadalife.com>; Contracts & Licensing, Canada Life <CanadaLife.Contracts&Licensing@canadalife.com>
Subject: RE: [EXT] AUM reporting - INC1732935, INC1733844

I just logged into both workspace profiles and they both show derrick@ dc-financial. ca. Can you change my email in the location that apparently is keeping me from being able to get reporting on my assets under management? 780. 505. 0069 www. dc-financial. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I just logged into both workspace profiles and they both show derrick@dc-financial.ca.  

Can you change my email in the location that apparently is keeping me from being able to get reporting on my assets under management?



 
  780.505.0069
  www.dc-financial.ca
8716 108 St Grande Prairie, AB
T8V4C7

From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: August 19, 2025 8:50 AM
To: derrick@dc-financial.ca
Subject: RE: [EXT] AUM reporting - INC1732935, INC1733844

Hello Derrick,

The email you sent your request from does not match what Canada Life has on file (different than Workspace) for you.  Each of your accounts have a different email.  I suggest you update your email(s) with what we have on file, so you won’t have that issue going forward.  You can use the same email for all if you wish.
Here is who you would contact for each account.
Direct (Advisor Solutions) FieldOperations@canadalife.com
Indirect (MGA) canadalife.contracts&licensing@canadalife.com
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊
The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: derrick@dc-financial.ca <derrick@dc-financial.ca> 
Sent: August 18, 2025 4:53 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: RE: [EXT] AUM reporting - INC1732935, INC1733844

Here are my codes: MGA: D9994 Advisor Solutions : W2693 162110 A3544 (I’m not sure which one of these you need exactly but that’s all of them) Just provide wealth totals. Thanks 780. 505. 0069 www. dc-financial. ca 8716 108 St Grande Prairie, AB

Here are my codes:

MGA: D9994
Advisor Solutions : W2693  162110 A3544 (I’m not sure which one of these you need exactly but that’s all of them)

Just provide wealth totals. 

Thanks


 
  780.505.0069
  www.dc-financial.ca
8716 108 St Grande Prairie, AB
T8V4C7

From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: August 18, 2025 2:26 PM
To: derrick@dc-financial.ca
Subject: RE: [EXT] AUM reporting - INC1732935

Good Afternoon Derrick,
Thank you for reaching out to Wealth Support Reporting.  The below request is something we can do.
To be able to send a complete report we would need you to provide us your Canada Life Compensation Codes for both MGA and Advisor Solutions (Direct) that you want for the report.  Also, this allows us to validate you for security purposes. 
Also, please let us know if you are looking for Wealth, Insurance, or both for your client list.  
Please note we can only send the report to an email Canada Life has on file under your codes.  If you aren’t sure which email you have associated, you can contact  distribution_methodology@canadalife.com
I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey.
Thanks in advance 😊

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Jamie
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: derrick@dc-financial.ca <derrick@dc-financial.ca> 
Sent: August 18, 2025 11:48 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] AUM reporting - INC1732935

Can you provide me with AUM reporting on my Canada Life MGA contract as well as my Advisor Solutions contract (GWL)? Thanks 780. 505. 0069 www. dc-financial. ca 8716 108 St Grande Prairie, AB T8V4C7 Good morning Derrick, Thank you for following

Can you provide me with AUM reporting on my Canada Life MGA contract as well as my Advisor Solutions contract (GWL)?

Thanks


 
  780.505.0069
  www.dc-financial.ca
8716 108 St Grande Prairie, AB
T8V4C7


Good morning Derrick, 

Thank you for following up with us. 
it is much appreciated. 

As this type of report will not be available through Workspace, we recommend reaching out to wealthreportingsupport@canadalife.com. 
They will be the best resource in this line of inquiry for numerical value reporting across your books of business. 

If you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Digital Enablement   
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: derrick@dc-financial.ca <derrick@dc-financial.ca> 
Sent: August 18, 2025 11:41 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] Additional assistance required - INC1732076

I am just looking for a report that shows either my total aum across MGA and Advisor Solutions (GWL) or separate reports for each contract. 780. 505. 0069 www. dc-financial. ca 8716 108 St Grande Prairie, AB T8V4C7 From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com>

I am just looking for a report that shows either my total aum across MGA and Advisor Solutions (GWL) or separate reports for each contract.



 
  780.505.0069
  www.dc-financial.ca
8716 108 St Grande Prairie, AB
T8V4C7

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: August 18, 2025 9:35 AM
To: derrick@dc-financial.ca
Subject: RE: [EXT] Additional assistance required - INC1732076

Good morning Derrick, 

Thank you for contacting the Workspace Support team. We understand that you are inquiring about receiving additional training for the Workspace platform, specifically about wealth reporting. 
We are happy to assist you with this matter.
Is there a specific report that you are seeking to create that cannot be made in MGA Workspace? 
Or are there other facets of Workspace that you had questions for? 

Please let us know at your earliest convenience. 
We look forward to hearing from you.
Thank you and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Digital Enablement   
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: August 13, 2025 1:24 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: Derrick Casey Topic: Would you like additional training on Workspace/Salesforce? Yes What can we help

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Derrick Casey
Topic: 
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:  Wealth Reporting",True,2025-12-16T18:31:32.000+0000,False,False,005OH0000071DK9YAM,2025-12-16T18:31:32.000+0000,005OH0000071DK9YAM,2026-01-08T15:58:39.000+0000,005OH0000071DK9YAM,2026-01-08T15:58:39.000+0000,(780)505-0069,,derrick@dc-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htL4hYAE,False,,24574863,003OH00000AKPz7YAH,001OH00000CVDztYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration process,Medium,"ASA Called on behalf of their advisor regrading workspace registration. They are advised to register for User ID first. Info provided.

Hello Jill,

I hope you are doing well. I received a call from your support staff member Cassandra regarding MGA workspace registration. 

To start this process please send an email to Distribution_Methodology@canadalife.com to get your activation code. Once you have the activation code, please visit Sign in | Canada Life for User Id registration. After 48 hours waiting period, you can register for workspace on Advisor Workspace Login – Canada Life. If you need any assistance, please let me know.
 
I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T18:01:05.000+0000,False,False,005OH00000BFiyTYAT,2025-12-16T17:49:23.000+0000,005OH00000BFiyTYAT,2025-12-16T18:01:06.000+0000,005OH00000BFiyTYAT,2025-12-16T18:01:06.000+0000,(306)912-5209,,jhuls@aeternusadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htLHgYAM,False,,24578311,003G0000018f76zIAA,0010A000002wPAJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM questions,Medium,"*12/16*
----------------

Jeff Campbell,
f2436 

Canada life news, prepare for your CRM data extraction, here is a link
UID	F/W Code	Adv Name	Firm	Region	Delivery method	Cohort	TSP Alignment	Language	Notes	ASP Alignment?	ASA/BGA
U0000004441	F2436	Geoff Campbell	EQUIS GROUP BENEFITS INC	ATLANTIC	Workspace	Cohort 8A	Jacqueline Van Esch	English		No	


Jacqueline Van Esch
*email*
----------------
Good afternoon Geoff, 

Thank you for contacting the Workspace Support Team with your CRM inquiry.

You had some questions about the CRM data. We directed you toward that FAQ that broke down how to make sense of the information presented. You had additional questions on whether you could ignore an email that recommended you check to see if there were any data that did not belong to you or not, based on what you saw you were comfortable with just leaving it. We wanted you to reach out to your TSP Jacqueline Van Esch jacquelinevaneschtspbookingpage@canadalife.com in the event you had additional questions or concerns regarding your CRM. If you have other questions or concerns, please reply to this email

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T00:09:30.000+0000,False,False,005OH000008919xYAA,2025-12-16T18:38:55.000+0000,005OH000008919xYAA,2025-12-17T00:09:30.000+0000,005OH000008919xYAA,2025-12-17T00:09:30.000+0000,(902)877-6555,902-930-2730,geoff@equisgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htMK9YAM,False,,24575689,003OH00000M936yYAB,001OH00000QuxgfYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica  - Workspace registration error Err-W2310,Medium,"****DDS****December 16, 2025

Hello Roland,

Thank you for providing this information.

The email address that you should be using to register for your Workspace account is the one that you registration letter was sent to. The registration email should be titled “Welcome to Canada Life — Register for Workspace”. If you do not use the correct email address, you will encounter an error further down in the registration process that will require you to change it before you can move forward.

If you require help with registration, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: ROLAND ENDRE KLOTZ <RKLOTZ@PRIMERICA.COM> 
Sent: December 20, 2025 11:44 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: ****Case 24575689**** - RE: Error message

The email adress used on file was 166CH@ primerica. com which is my business email and the activation code is PME172 From: ""CL Workspace Support"" <CLWorkspaceSupport@ canadalife. com> To: ""ROLAND ENDRE KLOTZ"" <RKLOTZ@ PRIMERICA. COM> Sent: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
The email adress used on file was 166CH@primerica.com which is my business email and the activation code is PME172

________________________________________
From: ""CL Workspace Support"" <CLWorkspaceSupport@canadalife.com>
To: ""ROLAND ENDRE KLOTZ"" <RKLOTZ@PRIMERICA.COM>
Sent: Thursday, December 18, 2025 8:53:41 AM
Subject: RE: ****Case 24575689**** - RE: Error message

CAUTION:	External emails may contain unsafe links/attachments

Hello Roland,
 
Can you please confirm the email address and activation code your used to register for your account. This way we can investigate further.
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
From: ROLAND ENDRE KLOTZ <RKLOTZ@PRIMERICA.COM> 
Sent: December 17, 2025 8:41 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: ****Case 24575689**** - RE: Error message
 
Good evening, attached above is the screen shot of the error message. I look forward to your helpful response Thank you Roland klotz From: ""CL Workspace Support"" To: ""ROLAND ENDRE KLOTZ"" 
 
Good evening, attached above is the screen shot of the error message. I look forward to your helpful response
 
Thank you
Roland klotz
 
________________________________________
From: ""CL Workspace Support"" 
To: ""ROLAND ENDRE KLOTZ"" 
Sent: Tuesday, December 16, 2025 11:07:01 AM
Subject: ****Case 24575689**** - RE: Error message
 
CAUTION:	External emails may contain unsafe links/attachments
 
Hello Roland,
Thank you for contacting the Workspace Support team regarding and issue you have registering for your Workspace account. I’d be happy to assist you.
Please provide us with a screenshot of the error message you are receiving. This way we can investigate further.
Looking forward to your email.
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Regards, 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: ROLAND ENDRE KLOTZ 
Sent: December 15, 2025 9:10 PM
To: Workspace Support 
Subject: [EXT] Error message
Good evening, regarding the last email i received, stated to use the 6 digit activation code that was sent previously to my email when registering. i tried the 6 digit provided code and i am still receiving an error code. iv tried changing email
Good evening, regarding the last email i received, stated to use the 6 digit activation code that was sent previously to my email when registering. i tried the 6 digit provided code and i am still receiving an error code. iv tried changing email adresses and passwords however nothing seems to be working. if you could please provide me with further assistance to complete my registration, that would be much appreciated. 
please email me back as your earliest convenience to help set up my account.
thank you
Roland K
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 
 
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 

If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-29T15:52:33.000+0000,False,False,005OH000002iN7pYAE,2025-12-16T18:00:42.000+0000,005OH000002iN7pYAE,2025-12-29T15:52:34.000+0000,005OH000002iN7pYAE,2025-12-29T15:52:34.000+0000,(403)978-8508,,rklotz@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htNBNYA2,False,,24579745,003G0000018f7kQIAQ,0010A000002wPqoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T18:59:56.000+0000,False,False,0050A000000XQhmQAG,2025-12-16T18:59:56.000+0000,0050A000000XQhmQAG,2025-12-16T18:59:56.000+0000,0050A000000XQhmQAG,2025-12-16T18:59:56.000+0000,(902) 454-7338,,helen@andersonandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htNjGYAU,False,,24576535,003OH00000YLmECYA1,001OH00000hLMGHYA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration.,Medium,"***DDS*** 12/16/25
Name:   REID MATTHEW CAMERON
Phone:  
Agent code: H7899
Reference: KB0017316

Hello Reid,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace Registration.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jiang, Jessie <Yijie.Jiang@canadalife.com> 
Sent: December 15, 2025 9:15 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Cameron, Reid <rcameron@assante.com>
Subject: FW: Access to RepNet

Hi team,

Please kindly assist the below inquiry. Thank you for the help!

Regards,

Jessie Jiang 
Contracts Specialist, Contracts (National Accounts)
Contracts and Financial Operations
Tel : 416-552-5539 | Email : Yijie.Jiang@canadalife.com

 

Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Cameron, Reid <rcameron@assante.com> 
Sent: December 12, 2025 2:08 PM
To: Jiang, Jessie <Yijie.Jiang@canadalife.com>
Subject: [EXT] Re: Access to RepNet

Hello, I am unable to login to my account and I've been locked out after registering last week. My name and producer code are below if you would be able to help me get onto my account. Name of Advisor Reid Cameron Producer Code H7899 Thank you,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I am unable to login to my account and I've been locked out after registering last week. My name and producer code are below if you would be able to help me get onto my account. 


Name of Advisor
Reid Cameron

Producer Code
H7899


Thank you,

Reid Cameron, BBA 
Financial Advisor | Assante Financial Management LTD.
90 Johnson Street, Kingston, Ontario K7L 1X7
Office: (343) 247-2683 | rcameron@assante.com
 
________________________________________
From: Canada Life <donotreply@canadalife.com>
Sent: Thursday, December 4, 2025 1:02 PM
To: Cameron, Reid <rcameron@assante.com>
Subject: Access to RepNet 
 
External email – exercise caution opening links/attachments. 
December 04, 2025

[Please do not reply to this e-mail]

This is to confirm that you just registered for user ID (formerly RepNet ID).

Thank you.",True,2025-12-16T18:13:02.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T18:13:02.000+0000,005OH00000BGeeHYAT,2025-12-16T18:14:06.000+0000,005OH00000BGeeHYAT,2025-12-16T18:14:06.000+0000,(343)277-2683,,rcameron@assante.com,(613)549-5691,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htOk9YAE,False,,24577420,0031600002YQR0TAAX,0010A000002wOCaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T18:25:39.000+0000,False,False,005OH0000030c5BYAQ,2025-12-16T18:25:39.000+0000,005OH0000030c5BYAQ,2025-12-16T18:25:39.000+0000,005OH0000030c5BYAQ,2025-12-16T18:25:39.000+0000,(613)882-0350,(613) 882-0350,andrew@tricomifinancial.com,(613)366-7489,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htOybYAE,False,,24574759,003OH00000NZX0lYAH,001OH00000Sd12nYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,login,Medium,"****DDS****12/16/25

User was unable to sign into WS due to error message incorrect combination of email address/PW
Authenticated user as per KB0021888 - found out user is yet to complete registration
Followed KB0023476 for registration steps and user signed into WS successfully

============================================================================================= 
 
****Email Chain****

Bonjour Josué,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès.

Lors de notre appel, nous avons constaté que vous n’avez pas complété les étapes de l’inscription. En utilisant LogMeIn, vous avez complété l’inscription et lié l’authentificateur Salesforce à votre compte Espace Affaires. Ensuite vous vous êtes connecté, déconnecté et reconnecté sur votre compte Espace Affaire avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T18:51:45.000+0000,False,False,005OH0000097FtCYAU,2025-12-16T17:47:43.000+0000,005OH0000097FtCYAU,2025-12-16T18:51:45.000+0000,005OH0000097FtCYAU,2025-12-16T18:51:45.000+0000,(438)837-8095,,jsaraviaolmos@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htP3SYAU,False,,24575427,003OH00000M96kmYAB,001OH00000QuxgDYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Primerica email correction,Medium,"*** DDS 16DEC2025 ***

if/when the user calls back, authenticate the user and change the email address to asokpo@primerica.com using 'Update email' under Actions on the left

*** DDS 16DEC2025 ***

called (587) 990-3620, no answer and no VM emailed user to call us to correct email

*** DDS 16DEC2025 ***
pro-actively contacting users from Val's Dec 15 list to correct their email address

-----------------------------EMAIL CHAIN:

Hello Andrew,

I am reaching out from Workspace Support regarding a correction that needs to be made to the email address that was used during your recent Primerica Workspace account registration. Please give us a call at the number below at your convenience and you can reference case 24575427 so we can assist with completing the required change and ensure that you do not have any future login issues. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:32:56.000+0000,False,False,005OH000006wv2TYAQ,2025-12-16T17:56:45.000+0000,005OH000006wv2TYAQ,2025-12-17T17:32:56.000+0000,005OH000006wv2TYAQ,2025-12-17T17:32:56.000+0000,(587)990-3620,,asokpo@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htPOYYA2,False,,24581425,003OH00000M98JmYAJ,001OH00000QuvbSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CIAM Registration,Medium,"***DDS SL Dec 16 2025***

Caller appears to be unable to provide correct codes during registration
Appears to be a misunderstanding with which codes to provide at which time 

Likely MFA reset will be needed later on

===Email Chain===

Good afternoon Wendy, 

Thank you for following up with us and for clarifying where the error is occurring. 
It is much appreciated. 

This section will be where you are to insert the code that would be generated from your chosen multifactor authentication mobile app, and not your Workspace activation code. 
This would be something that was generated by apps such as Google Authenticator, Microsoft Authenticator, etc. 

If you are still unable to insert the code generated by this app, please call us directly at 1-888-999-4516 any time from 8:00am to 8:00pm EST. 

We look forward to hearing from you. 

Have a great day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: WENDY HAYNES <WHAYNES.CN567@PRIMERICA.COM> 
Sent: December 16, 2025 1:39 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Activation Code Needed

Hi CL Workspace Support, Please see attached screenshot where I am unable to get any further with completing my registration. The code number I was issued was 762129 which doesn't match the format you indicted in your email. Please advise. Thank
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi CL Workspace Support,

Please see attached screenshot where I am unable to get any further with completing my registration.  The code number I was issued was 762129 which doesn't match the format you indicted in your email.

Please advise.

Thank you 

Wendy Haynes 3000/P4721
________________________________________
From: ""CL Workspace Support"" <CLWorkspaceSupport@canadalife.com>
To: ""WENDY HAYNES"" <WHAYNES.CN567@PRIMERICA.COM>
Sent: Tuesday, December 16, 2025 9:18:33 AM
Subject: RE: Activation Code Needed

CAUTION:	External emails may contain unsafe links/attachments

Good afternoon Wendy, 

Thank you for contacting the Workspace Support team. We understand that you have been unable to complete your Workspace registration. 
We are happy to assist you with this matter. 

At your earliest convenience, could you kindly confirm the activation code that you are entering at this stage with your profile registration? 
This will be a code that was sent with your initial registration letter following the format of: 1-1234567

And if available, please provide a screenshot of the error message you receive after providing the activation code, including the URL at the top of the web page. 

We look forward to hearing from you. 

Thank you and have a great day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.
 
Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
From: WENDY HAYNES <WHAYNES.CN567@PRIMERICA.COM> 
Sent: December 15, 2025 5:13 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Activation Code Needed
 
Hi Canada Life/WorkSpace Team I'm unable to complete my Advisor registration as the activation code emailed to me previously gives me an error message. Please resend a new activation code. Thank you Wendy Haynes, 3000/P4721 -- You are receiving
Hi Canada Life/WorkSpace Team
 
I'm unable to complete my Advisor registration as the activation code emailed to me previously gives me an error message. Please resend a new activation code.
 
Thank you
 
Wendy Haynes, 3000/P4721
 
-- 
You are receiving this message from Wendy Haynes on behalf of the Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively ""Primerica"") branch office located at #201-15290-103A Avenue, Surrey BC V3R 7A2. I can be reached at (604)465-7474.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 


-- 
You are receiving this message from Wendy Haynes on behalf of the Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively ""Primerica"") branch office located at #201-15290-103A Avenue, Surrey BC  V3R 7A2.  I can be reached at (604)465-7474.

If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-16T19:25:35.000+0000,False,False,005OH000001yNnaYAE,2025-12-16T19:24:21.000+0000,005OH000001yNnaYAE,2025-12-16T19:25:35.000+0000,005OH000001yNnaYAE,2025-12-16T19:25:35.000+0000,(604)467-3134,,whaynes.cn567@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htQsMYAU,False,,24575548,003OH00000MauAIYAZ,001OH00000RPyENYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"KB0017316 - User is inquiring how to register for MGA Workspace account.   

Direct Code: 22917 
Email: rwakeman@breadthconsulting.com 
MGA Code: H4335

************************************************************************
Good afternoon, Ryan 

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
  
To register for all the major platforms including Workspace, please follow the instructions below to achieve a successful registration.

1.	You will need to register for a User ID before being able to register for Workspace. To register for a User ID (formerly Repnet ID), you will need an activation code. 
Please contact Distribution_Methodology@canadalife.com to request for your registration letter (activation code specifically) 

2.	Once you obtain an activation code from Distribution Methodology, please follow this link to register your User ID. Please select Register located at the lower half of the webpage. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi…

3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T18:08:36.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T17:58:27.000+0000,005OH00000BG5v4YAD,2025-12-16T18:09:18.000+0000,005OH00000BG5v4YAD,2025-12-16T18:09:18.000+0000,(519)966-4400,,rwakeman@breadthconsulting.com,(519)966-3400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htRJtYAM,False,,24579919,0030A0000029oFdQAI,0010A000002wAvsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T19:02:28.000+0000,False,False,005OH000003ds0PYAQ,2025-12-16T19:02:28.000+0000,005OH000003ds0PYAQ,2025-12-16T19:02:29.000+0000,005OH000003ds0PYAQ,2025-12-16T19:02:29.000+0000,(705)277-1898,705 277 3186,ralph.sibigroup@outlook.com,(705)277-2905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htTK2YAM,False,,24577871,0030A00000CghpSQAR,0010A00000DICdCQAX,,,,,,,012OH000000ijW5YAI,Closed,,Email,,“reuse evidence”,Medium,"Caller Name: Janice Mcfarlane
Advisor or support staff: Advisor support
Advisor Code: E6596
Advisor Name: Alexandre Andre Lacelle	
Phone: 
Email: janice.mcfarlane@canadalife.com and alex@lacellefinancial.ca
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: I just assumed when the reuse option came up, it meant it was a valid option.

I assume that completing the questionnaire will be the fastest way to hopefully move this along this year.   I assume there’s a form number for what I need to complete or is there an electronic way?


FINDINGS: 69029295T checked in copilot and its an insurance policy. 
they will need to contact their RSA which is Janice Mcfarlane who is on the one that emailed in and for forms reach out to relay chat.
 

--------------------------------------***DDS  12/16/2025***--------------------------
RESOLUTION: they will need to contact their RSA which is Janice Mcfarlane who is on the one that emailed in and for forms reach out to relay chat.
--------------------------------------***DDS  12/16/2025***--------------------------
Hello Janice/Alexandre,

Thank you for contacting Workspace Support.

Unfortunately, we here are Workspace Support are not equipped to help with what process/forms you would need to rectify the situation. 

We would normally refer you to your regional sales associate for assistance however I do see that is Janice in this case. 

With regards to the forms you may need, please reach out to the chat support team who is dedicated to assist with and can answer your questions on what forms may be needed.

Please sign into Workspace, click on the Support Tab top right of the screen above your initials in Workspace, then click on the tile, “I’m looking to chat with an agent online”. 
 
 
 
🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/16/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/16/2025***--------------------------

From: McFarlane, Janice <janice.mcfarlane@canadalife.com> 
Sent: December 11, 2025 2:21 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Alexandre Lacelle <alex@lacellefinancial.ca>
Subject: FW: 69107663U Alexandre Lacelle

Good afternoon, 
Quick question – why would the “reuse evidence” option come up if the evidence is expired?
Thanks, Janice 

From: Alexandre Lacelle <alex@lacellefinancial.ca> 
Sent: December 11, 2025 2:11 PM
To: McFarlane, Janice <janice.mcfarlane@canadalife.com>
Subject: [EXT] Re: 69107663U Alexandre Lacelle

Hey Jan. Happy to answer the questions once again. I just assumed when the reuse option came up, it meant it was a valid option. I assume that completing the questionnaire will be the fastest way to hopefully move this along this year. I assume
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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ZjQcmQRYFpfptBannerEnd
Hey Jan. 

Happy to answer the questions once again.  I just assumed when the reuse option came up, it meant it was a valid option.

I assume that completing the questionnaire will be the fastest way to hopefully move this along this year.   I assume there’s a form number for what I need to complete or is there an electronic way?

Thanks!

Alexandre Lacelle
Financial Security Advisor
Conseiller en sécurité financière
Lacelle Financial Services Inc.
Services Financiers Lacelle

Insurance products are provided through PPI Management inc.
 
Les produits d'assurance sont offerts par l'entremise de PPI Management inc.
	
This email, including any attachments, is confidential and intended solely for the use of the individual or entity to which it is addressed. If you have received this email in error, please notify the sender immediately by email and delete it from your system. Any unauthorized use, disclosure, copying, or distribution of the contents of this email is strictly prohibited.
 
Ce courriel, y compris les pièces jointes, est confidentiel et destiné uniquement à l'usage de la personne ou de l'entité à laquelle il est adressé. Si vous avez reçu ce courriel par erreur, veuillez en aviser immédiatement l'expéditeur par courriel et supprimer le message de votre système. Toute utilisation non autorisée, divulgation, copie ou distribution du contenu de ce courriel est strictement interdite.

On Dec 11, 2025, at 1:04 PM, McFarlane, Janice <janice.mcfarlane@canadalife.com> wrote:
 
Please see below and advise how you would like to proceed. Janice 
 
From: Howard, Shannon <Shannon.Howard@canadalife.com> 
Sent: December 11, 2025 12:53 PM
To: ontnewbusiness@ppi.ca
Cc: McFarlane, Janice <janice.mcfarlane@canadalife.com>
Subject: RE: 69107663U Alexandre Lacelle
 
            
Advisor: Alexandre Andre Lacelle
Advisor Code: E6596
 
Hi Alexandre,
 
I'm pleased to advise you that we have completed our review of your case and have the following updates for you:
 
We require the following information from you to promptly process this application:    
 
1.	The Underwriter has reviewed your request to reuse insurability on policy 69029295T.  We cannot reuse this insurability as it expired on August 2025 (evidence and prior applications cannot be reused unless less than 12 months old if under the age of 70, 6 months if over the age of 70)
2.	The Telephone Interview or Supplement to the Application should be obtained with the requested risk information.  Please confirm if we should order the Telephone Interview.
 
Your underwriter for this case is Gladys Vasco
 
I will be managing this application throughout underwriting. I look forward to working with you on this case. 
 
Thank you,
 
Shannon Howard (She/Her)
New Business Coordinator | New Business Operations and Underwriting 
Phone number | Toll-free: 1-888-827-8015
Shannon.Howard@canadalife.com
 
<image001.jpg>
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
From: Howard, Shannon 
Sent: December 5, 2025 10:00 AM
To: 'ontnewbusiness@ppi.ca' <ontnewbusiness@ppi.ca>
Subject: 69107663U Alexandre Lacelle
 
Hi Alexandre,
 
Thank you for applying with Canada Life.  I wanted to introduce myself as your contact for this application and I am looking forward to working with you! 
 
I will provide you an update regarding further information or requirements needed, as soon as the underwriter has completed their initial review.
In the meantime, if you have any questions or additional information to provide, please send it directly to me. 
 
We recognize the importance of timely service and the impact that delays can have on your business and client relationships. While this is not the experience we strive to deliver, I want to assure you that we are actively working to improve our service levels. We’ve added additional resources and many of our team members are working extended hours to address the backlog. We expect these delays to be temporary and are doing everything we can to return to our usual standards as quickly as possible.
 
 
Thank you,
 
Shannon Howard (She/Her)
New Business Coordinator | New Business Operations and Underwriting 
Phone number | Toll-free: 1-888-827-8015
Shannon.Howard@canadalife.com
 
<image001.jpg>",True,2025-12-16T18:46:55.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T18:32:23.000+0000,005OH00000AUS7aYAH,2025-12-16T18:47:16.000+0000,005OH00000AUS7aYAH,2025-12-16T18:47:16.000+0000,(613)447-4586,(613) 447-4586,alexlacelle@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htTS5YAM,False,,24579843,003G0000018f6XtIAI,0010A000002wOUyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,disconnect MFA and setup new one,Medium,"VINCENT FEDELE

Advisor needed assistance with MFA disconnect and setup. after authentication, called them back. Advisor was having trouble setting up an authenticator on their phone and was getting suspicious notifications about their computer being infected. They shared their screen with me. I have advised them to contact IT department of their company. I haven't setup the extension on browser due to those notifications. I tried to help the advisor download the Google Authenticator app, but the advisor was unable to find the App Store on their Android phone. They will ask their child and call us back.

Advisor Helo Vincent,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today. 

In our today’s call, you needed assistance for disconnect MFA and setup new one. After authentication, I called you back and disconnected the authenticator. You shared your screen with me. I tried to help you find play store or app store in your phone, but you couldn’t find it. Please give us a call back once you have this and we will help you to setup authenticator.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T19:29:12.000+0000,False,False,005OH00000BFiyTYAT,2025-12-16T19:01:20.000+0000,005OH00000BFiyTYAT,2025-12-16T19:29:12.000+0000,005OH00000BFiyTYAT,2025-12-16T19:29:12.000+0000,(416)995-5731,,vince@vincefedele.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htUeIYAU,False,,24579417,003G0000018f6XtIAI,0010A000002wOUyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup,Medium,CAse-24579843,True,2025-12-16T19:30:13.000+0000,False,False,005OH00000BFiyTYAT,2025-12-16T18:55:27.000+0000,005OH00000BFiyTYAT,2025-12-16T19:30:13.000+0000,005OH00000BFiyTYAT,2025-12-16T19:30:13.000+0000,(416)995-5731,,vince@vincefedele.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htUfsYAE,False,,24579823,0030A000004LtM3QAK,0010A0000058dU4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T19:01:00.000+0000,False,False,005OH0000084GETYA2,2025-12-16T19:01:00.000+0000,005OH0000084GETYA2,2025-12-16T19:01:01.000+0000,005OH0000084GETYA2,2025-12-16T19:01:01.000+0000,(905)624-2995,,nicholas.yuzwin@manulifesecurities.ca,(905)367-7355,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htUmKYAU,False,,24584623,0030A0000029nS3QAI,0010A000002wAJKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:10:56.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T20:10:56.000+0000,005OH00000BfonJYAR,2025-12-16T20:10:56.000+0000,005OH00000BfonJYAR,2025-12-16T20:10:56.000+0000,(604) 764-0639,,dohee_p@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htV5hYAE,False,,24578990,003OH00000Y0rVRYAZ,001OH00000gdV8hYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Workspace Registration,Medium,"KB0023629 - Assisted advisor in registering to workspace. Completed the registration successfully.
========================

Hi Layal,

Thank you for contacting the workspace support about registering to workspace.

We have confirmed that you’ve started to follow the registration process yesterday and currently stuck when you tired to continue the registration today. We have guided you successfully and confirm that the registration was successful. We can also confirm that you were able to access workspace of this time.

Appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T18:56:04.000+0000,False,False,005OH00000BFPZHYA5,2025-12-16T18:48:50.000+0000,005OH00000BFPZHYA5,2025-12-16T23:38:56.000+0000,005OH00000BFPZHYA5,2025-12-16T23:38:56.000+0000,(587)896-5587,,layal.elhusseini@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htVDhYAM,False,,24576056,003G0000018f6aoIAA,0010A000002wOY6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Confirming address update for policy in Workspace,Medium,"***DDS Dec.16/2025***
ASA was inquiring about the status of an updated address in Workspace for the joint and individual accounts of LUKASZ MALARZEWSKI & MONIKA MALARZEWSKI. Logged in as the user and investigated further and was able to conclude the address was updated correctly for all accounts. Responded to user and provided a screenshot to further clarify the status of the address update was complete.

REF KB: KB0015432 

*****Email*****

Hello Lora,

Thanks for contacting the Workspace Support team regarding the client’s updated addresses in Workspace.

I investigated this matter further and can confirm the address for Monika’s individual profile has been updated as well. Please refer to the screenshot below.

 

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Lora Adkins <lora.adkins@adkinsfinancial.com> 
Sent: December 15, 2025 9:04 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Monika and Lukasz Malarzewski - Address change - Case - 24576056

How long should it take for the address on the joint policy to update on the Monika’s individual profile? Consent was provided on 24Nov2025 and the address is still the old one on WS. Lukasz and joint profiles seem to have updated. Lora
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
How long should it take for the address on the joint policy to update on the Monika’s individual profile?  Consent was provided on 24Nov2025 and the address is still the old one on WS.  Lukasz and joint profiles seem to have updated.

 
 



 
Lora Adkins
Administrative Assistant
Upcoming absences
Dec 19,24,29

 

519-720-0936 Office
519-720-6904 Fax
1-888-497-8370 Toll free


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.",True,2025-12-16T18:06:05.000+0000,False,False,005OH00000BFQFBYA5,2025-12-16T18:06:05.000+0000,005OH00000BFQFBYA5,2025-12-16T18:22:43.000+0000,005OH00000BFQFBYA5,2025-12-16T18:22:43.000+0000,(519)720-0936,(519) 569-1205,john.adkins@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htVaPYAU,False,,24581241,003G0000023IUYQIA4,0010A000002wT9BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,DocuSign access,Medium,"***DDS*** 12/16/25
Name:  Stacey Wood 
Phone:  
Agent code: F6110
Reference: KB0023391

No action required from Workspace support as this was already handled by Amber Williams on Friday 12 2025 as per attached email from amber.

Hi QS and Workspace Support, 

Please disregard. I had Edna reach out to CLTP on Friday to see what was going on with this request. 

I will have her follow up. 

Thank you,

Amber Williams
Business Development Consultant | AC Team Ontario
amber.williams@advicecanada.com | 226-234-7449

Vacation Alert: 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-16T19:21:39.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T19:21:39.000+0000,005OH00000BGeeHYAT,2025-12-16T19:36:49.000+0000,005OH00000BGeeHYAT,2025-12-16T19:36:49.000+0000,(519)250-9777,(519) 984-8692,jmaleyko@stewartfisher.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htWL9YAM,False,,24581886,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T19:31:02.000+0000,False,False,005OH000003ds0PYAQ,2025-12-16T19:31:02.000+0000,005OH000003ds0PYAQ,2025-12-16T19:31:02.000+0000,005OH000003ds0PYAQ,2025-12-16T19:31:02.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htXsIYAU,False,,24580001,0030A0000029UrEQAU,0010A000002vuuNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/16*
----------------
KB0020738  
Dave Rau

trying to get into Workspace, changed phones, do not have it on new device
disconnected MFA in SF and had user log in again, 
they were able to set up the new MFA and log in successfully


*email*
----------------
Good afternoon Dave, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You received a new device and wanted to transfer your authenticator app to that device. We disconnected your authenticator app and then you were able to set up the app on your new device successfully. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T23:47:58.000+0000,False,False,005OH000008919xYAA,2025-12-16T19:03:48.000+0000,005OH000008919xYAA,2025-12-16T23:47:58.000+0000,005OH000008919xYAA,2025-12-16T23:47:58.000+0000,(519)337-2001X6,,david.rau@cpwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htYI3YAM,False,,24578520,0030A0000029lpiQAA,0010A000002w8uBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Strange email received,Medium,"*** DDS Dec 16th, 2025 ***
User received an email from jiwon.byun@canadalife.com telling them Workspace access is not possible for [two series of numbers]. The numbers don't have any meaning to the user, with six digits, too long for an advisor code, too short for policies. Told them they can answer that email to get more information as it is a canada life coordinator.
=============
Bonjour Céline,

Merci de nous avoir contacté au sujet de cet email de la part de jiwon.byun@canadalife.com.

Cette personne fait bien partie de Canada Vie mais le contenu du courriel n’est pas très clair sachant que votre compte Espace Affaire est activé, actif, sans problème apparent, et les deux séries de chiffres ne vous parlent pas plus. Je vous conseillerai de leur répondre pour avoir plus d’information, il se peut que cette personne s’est trompée de destinataire. En tout cas votre compte Espace Affaire n’a aucune indication d’un problème technique.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-16T18:54:41.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-16T18:42:04.000+0000,005OH00000AbJ7aYAF,2025-12-16T18:54:42.000+0000,005OH00000AbJ7aYAF,2025-12-16T18:54:42.000+0000,(450)424-3555,(438) 398-6701,melanie.bosse@sfl.qc.ca,(450)424-5377,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htZVvYAM,False,,24580971,0035o000005I2l9AAC,0015o000005qxNGAAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Name Change Not Reflecting in “Add Money - INC1939920,Medium,"** DDS 05JAN2026 ***
closing as resolved, fixed by DAS, have not heard back from RSA

*** DDS 29DEC2025 ***
product details issue corrected, emailed RSA to ask advisor to try again and report back (did not email the advisor directly as they were not initially included in the email chain)

*** DDS 16DEC2025 ***
INC1939920 submitted (product details show wrong last name under owner/annuitant)

Caller Name: Khushbu Chauhan
Advisor or support staff: Advisor 
Advisor Code: 
Advisor Name: Lindsay Pinkney 	
Phone: 
Email: Khushbu.Chauhan@canadalife.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue:
Advisor Lindsay Pinkney flagged an issue with the new technology app:
•	Client: Corrie-Lynn Peterson (formerly Corrie-Lynn Fischer)
•	Policy: RRSP #410849459
•	Issue: Although the client’s name is updated in the Canada Life system and statements show Peterson, when the advisor uses the “Add Money to Policy” feature and enters the RRSP account number, the app still displays paperwork under the old name (Fischer).
•	Impact: New transactions and DocuSign envelopes are showing the incorrect name, which creates compliance and client experience concerns.

Request:
1.	Validate name mapping for account-number lookups in the app.
2.	Refresh downstream data so the app and DocuSign pull the current legal name (Peterson).
3.	Confirm if any additional steps are required after a name change to sync across platforms.


FINDINGS: CHECKED THE RRSP #410849459 IN COPILOT AND IT SHOWS THE CORRECT NAME, Corrie-Lynn Peterson
when searched in SF, 2 results are found. 
410849459 with the correct name/plan type RRSP-Corrie-Lynn Peterson--Lifeco Wealth
410849459-CIWSU is found with the name CORRIE-LYNN K FISCHER and plan type is CIWSU , Lifeco customer
both are active

reached out to assist desk/spoke to Jennifer. 

email from Matthew NOV 27 indicates this feature is on DFSA.

****************Jennifer from Assist Desk is looking into and will get back to me. ****************

--------------------------------------***DDS  12/16/2025***--------------------------
RESOLUTION:  JENNIFER ON ASSIST IS TAKING OVER THE CASE. SHE NOTED SHE WIL SUBMIT A TICKET. 
EMAIL MOVED TO JENNIFER'S FOLDER. 
CLOSING MY CASE. 


--------------------------------------***DDS  12/16/2025***--------------------------
EMAIL RECEIVED:
--------------------------------------***DDS  12/16/2025***--------------------------

Hello Khushbu,

When investigating this issue, we noticed that the product details for the policy were still reflecting the client’s old/incorrect name as the policyowner and annuitant. This has since been corrected by our Digital Hub team in our backend systems that feed into Workspace. Can you please ask the advisor to try again and let me know if they are running into the same issue with the subsequent premium feature within the Digital Seg Fund App? Please let me know if you would prefer that I reach out to the advisor directly as I am happy to do so.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Chauhan, Khushbu <Khushbu.Chauhan@canadalife.com> 
Sent: December 15, 2025 3:26 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: Name Change Not Reflecting in “Add Money to Policy” App – RRSP #410849459
Importance: High

Hello Workspace and/or ISP,

Advisor Lindsay Pinkney flagged an issue with the new technology app:
•	Client: Corrie-Lynn Peterson (formerly Corrie-Lynn Fischer)
•	Policy: RRSP #410849459
•	Issue: Although the client’s name is updated in the Canada Life system and statements show Peterson, when the advisor uses the “Add Money to Policy” feature and enters the RRSP account number, the app still displays paperwork under the old name (Fischer).
•	Impact: New transactions and DocuSign envelopes are showing the incorrect name, which creates compliance and client experience concerns.

Request:
1.	Validate name mapping for account-number lookups in the app.
2.	Refresh downstream data so the app and DocuSign pull the current legal name (Peterson).
3.	Confirm if any additional steps are required after a name change to sync across platforms.

Advisor Contact:
Lindsay Pinkney
Email: lindsay@pinkneyfinancial.com
Phone: 780.743.4368

Thank you for prioritizing this fix. Please confirm once resolved or advise next steps.",True,2026-01-05T17:22:32.000+0000,False,False,005OH000006wv2TYAQ,2025-12-16T19:17:23.000+0000,005OH00000AUS7aYAH,2026-01-05T17:22:32.000+0000,005OH000006wv2TYAQ,2026-01-05T17:22:32.000+0000,(403)809-4890,,lindsay@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htZvfYAE,False,,24579223,0035o000007ij0pAAA,0015o000008QAIAAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cannot login to WS,Medium,"•	Reason for call: Cannot access ws account, needs password reset
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Reset password via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification 
===============================
Bonjour Arthur, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T18:52:32.000+0000,False,False,005OH00000BFQFGYA5,2025-12-16T18:52:32.000+0000,005OH00000BFQFGYA5,2025-12-16T18:54:41.000+0000,005OH00000BFQFGYA5,2025-12-16T18:54:41.000+0000,(514)588-6066,,arthur.kaabouch@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hta5LYAQ,False,,24579801,003OH00000IwmUyYAJ,001OH00000NE3DtYAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"Caller Name: Salma Yarow
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Wade Ryplanski 	
Phone: 
Email: Salma.Yarow@canadalife.com and wade@inclusifgroup.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Hi @Distribution Methodology,
I am following up on the below inquiry. Can we please have Wade’s registration letter emailed to him today?
Wade has an application he is looking to write as soon as possible.

RESOLUTION: WE'RE CC'D ON THE EMAIL TO DM. NO ACTION NEEDED ON OUR END (CONFIRMED WITH QUESTION CORNER/MATT REPLIED)

WADE NEEDS HIS REGISTRATION LETTER FROM DM.

NO EMAIL TO BE SENT/FILED AWAY.

--------------------------------------***DDS  12/16/2025***--------------------------
EMAIL THAT WAS RECEIVED
--------------------------------------***DDS  12/16/2025***--------------------------
Hi @Distribution Methodology,

I am following up on the below inquiry. Can we please have Wade’s registration letter emailed to him today?

Wade has an application he is looking to write as soon as possible.

Thank you for your assistance with this inquiry.

Thank you,
Salma
From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 11, 2025 3:11 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Wade Ryplanski <wade@inclusifgroup.com>
Cc: Reception <reception@inclusifgroup.com>
Subject: RE: New advisor looking to start application for life insurance for client Application to complete RUSH inquiry
Importance: High

Hi @Distribution Methodology,

1)	We are looking to go ahead and get Wade registered on Workspace. Wade has never had a RepNet account. Can you please email Wade his login credentials/registration letter and steps to get registered for Workspace today?

2)	Wade’s assistant Nancy Harrison (She is cc’d) has a Workspace account already. She has her Workspace account set up incorrectly under Wade’s email wade@inclusifgroup.com. Under that current Workspace account, she is not set up with delegate access. We are looking to get full delegate access to Wade’s code set up on Nancy’s Workspace account. Can you please let us know what is needed to get this access for her?

Hi @CL Workspace Support 

Nancy has her Workspace account incorrectly set with Wade’s email wade@inclusifgroup.com. How do we get this email changed on her Workspace account?

Thank you,
Salma
From: Wade Ryplanski <wade@inclusifgroup.com> 
Sent: December 11, 2025 3:03 PM
To: Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Reception <reception@inclusifgroup.com>
Subject: [EXT] RE: New advisor looking to start application for life insurance for client Application to complete RUSH inquiry

My assistant Nancy Harrison (She is cc’d on this response) had her workspace account set up under my email wade@ inclusifgroup. com. Under that current workspace account, she is not set up with delegate access. We would like to have an account
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
My assistant Nancy Harrison (She is cc’d on this response) had her workspace account set up under my email wade@inclusifgroup.com. Under that current workspace account, she is not set up with delegate access. We would like to have an account set up for her and myself as we talked about on the phone.

Let me know if you need anything else from me as I’d like to get this application started for my client as soon as possible.

Thanks!

                    
 
Wade Ryplanski, BA
Wealth Advisor
The Inclusif Group
LP Financial Planning Services Ltd. 
302-131 Provencher Blvd.
Winnipeg, Manitoba 
R2H 0G2
 
Tel: (204) 505-0477, Ext. 205
Fax: (204) 505-0473
Toll Free: 1-855-877-0477
E-Mail:  wade@inclusifgroup.com
 
NOTICE: This E-mail and any attachments are confidential and may be protected by legal privilege.  If you are not the intended recipient, any disclosure, copying, distribution or use of this E-mail, the information contained therein or any attachment is prohibited.  If you have received this E-mail in error, please notify the sender immediately by return E-mail and delete this from your system.
If you wish to unsubscribe to e-mails on behalf of The Inclusif Group, please e-mail Donna Watson at donna@inclusifgroup.com.
 
To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail or voicemail. Please contact our office directly at 204-505-0477.

From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 11, 2025 1:16 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Wade Ryplanski <wade@inclusifgroup.com>
Subject: RE: New advisor looking to start application for life insurance for client Application to complete RUSH inquiry
Importance: High

Hi @Distribution Methodology,

Please disregard this request.

Thanks!
From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 10, 2025 5:24 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Wade Ryplanski <wade@inclusifgroup.com>
Subject: RE: New advisor looking to start application for life insurance for client Application to complete RUSH inquiry
Importance: High

Hi @Distribution Methodology,

We are looking to get Wade registered on Workspace. Can you please confirm if Wade has an existing RepNet account already set up?

If not, can you please email Wade login credentials/registration letter and steps to get registered for Workspace?

Thank you,
Salma
From: Wade Ryplanski <wade@inclusifgroup.com> 
Sent: December 10, 2025 5:15 PM
To: Dyck, Tiffany <tiffany.dyck@canadalife.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] RE: New advisor looking to start application for life insurance for client

Good afternoon Tiffany, Sorry I was just in a meeting. I have not registered wth workplace before. Are you able to get that set up for me or do I register myself? Thanks! Wade Ryplanski, BA Wealth Advisor The Inclusif Group LP Financial Planning

Good afternoon Tiffany,

Sorry I was just in a meeting. I have not registered wth workplace before. Are you able to get that set up for me or do I register myself?

Thanks!

                    
 
Wade Ryplanski, BA
Wealth Advisor
The Inclusif Group
LP Financial Planning Services Ltd. 
302-131 Provencher Blvd.
Winnipeg, Manitoba 
R2H 0G2
 
Tel: (204) 505-0477, Ext. 205
Fax: (204) 505-0473
Toll Free: 1-855-877-0477
E-Mail:  wade@inclusifgroup.com
 
NOTICE: This E-mail and any attachments are confidential and may be protected by legal privilege.  If you are not the intended recipient, any disclosure, copying, distribution or use of this E-mail, the information contained therein or any attachment is prohibited.  If you have received this E-mail in error, please notify the sender immediately by return E-mail and delete this from your system.
If you wish to unsubscribe to e-mails on behalf of The Inclusif Group, please e-mail Donna Watson at donna@inclusifgroup.com.
 
To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail or voicemail. Please contact our office directly at 204-505-0477.

From: Dyck, Tiffany <tiffany.dyck@canadalife.com> 
Sent: December 10, 2025 3:23 PM
To: Wade Ryplanski <wade@inclusifgroup.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: RE: New advisor looking to start application for life insurance for client

Hi Wade

Just tried giving you a call. 

That’s great to hear you are ready to write your first app with us!

Can you please confirm you have registered Workspace? Our web applications are located within there. 

Salma here can also send you a helpful email for when starting out on your first app, we have two web app’s: Simple Protect and New Business. 

Thank you,

Tiffany Dyck, BHJ, RHU, GBA
Regional Sales Representative, Insurance

 

P.O. Box 338
100 Osborne St. North
Winnipeg, MB  R3C 2H6
(work) 204-946-8198
(mobile) 204-890-2892

If you are unable to reach me directly please contact:

Manitoba
Salma Yarow
Regional Sales Associate
416-552-3912
salma.yarow@canadalife.com

Saskatchewan
Janet de Bruijn
Regional Sales Associate
403-663-2507
janet.debruijn@canadalife.com

Alberta
Wanda Leinweber
Regional Support Associate
403-750-2127
Wanda.Leinweber@canadalife.com

For all inforce inquiries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: https://repnet1.canadalife.com/portal/stellent1/groups/iiip/%40iiipdefaultpublic/documents/content/s1_302564.pdf 

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Teerhuis, Kris <Kris.Teerhuis@canadalife.com> 
Sent: December 10, 2025 11:26 AM
To: Dyck, Tiffany <tiffany.dyck@canadalife.com>
Subject: Fw: New advisor looking to start application for life insurance for client


Thanks!

Kris

________________________________________
From: Wade Ryplanski <wade@inclusifgroup.com>
Sent: Wednesday, December 10, 2025 9:55 AM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] New advisor looking to start application for life insurance for client
 
This message is from an external sender - Ce courriel provient d’un expéditeur externe.
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation.
Report Suspicious
 
Good morning Kris,
 
I hope you’re having a great day! I’m reaching out for your assistance with writing my first insurance policy. I originally tried reaching out to Annie Hurwich but I only got mail undeliverable. I have a client interested in a $100,000 My Term 5 (Gold) life insurance policy through Canada Life. I had my rep at Financial Horizons complete a Life Guide (Attached) that had Canada Life as the best option for my client. The client is comfortable with moving forward with the 5-year term and the disability waiver. As this is the first policy, I’m hoping you can assist me in getting this taken care of or give me the contact information for someone who can.
 
Let me know the next steps.
 
Thanks!
 
 
                    
 
Wade Ryplanski, BA
Wealth Advisor
The Inclusif Group
LP Financial Planning Services Ltd.
302-131 Provencher Blvd.
Winnipeg, Manitoba
R2H 0G2
 
Tel: (204) 505-0477, Ext. 205
Fax: (204) 505-0473
Toll Free: 1-855-877-0477
E-Mail:  wade@inclusifgroup.com
 
NOTICE: This E-mail and any attachments are confidential and may be protected by legal privilege.  If you are not the intended recipient, any disclosure, copying, distribution or use of this E-mail, the information contained therein or any attachment is prohibited.  If you have received this E-mail in error, please notify the sender immediately by return E-mail and delete this from your system.
If you wish to unsubscribe to e-mails on behalf of The Inclusif Group, please e-mail Donna Watson at donna@inclusifgroup.com.
 
To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail or voicemail. Please contact our office directly at 204-505-0477.",True,2025-12-16T19:01:24.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T19:00:42.000+0000,005OH00000AUS7aYAH,2025-12-16T19:01:24.000+0000,005OH00000AUS7aYAH,2025-12-16T19:01:24.000+0000,(204)505-0477X205,,wade@inclusifgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htbSrYAI,False,,24582408,0030A00000CeKfiQAF,0010A00000DFls5QAD,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Email Change,Medium,"***DDS 2025-12-16***
User wanted to change Workspace email address.
DDS advised user to call to change Workspace email address and to contact DM to update email address in Siebel as user is a delegated user.
 
================================================================================
****Email Chain**
Bonjour Kim,

Merci pour votre courriel concernant votre changement d’adresse courriel. Pour compléter le changement d’adresse courriel pour votre compte d’Espace Affaires, vous devez nous téléphoner à 1-800-475-7001 et nous pourrons vous aider avec ce changement. 

Pour changer votre adresse courriel dans les systèmes autres qu’Espace Affaires, s’il vous plait envoyez un courriel à Distribution_Methodology@canadalife.com pour les informer de votre changement d’adresse courriel. Cela mettra à jour nos informations de systèmes Canada Vie.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kim Bourdages <k.bourdages@gfsymbiose.com> 
Sent: December 15, 2025 11:50 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Accès Espace Affaire

Bonjour, Présentement le courriel associé à mon compte est service@ monchoixfinancier. com Celui-ci doit être modifier puisque cette adresse courriel n'existre plus. SVP inscrire k. bourdages@ gfsymbiose. com Merci, bonne journée! 🎄Veuillez noter
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 
Présentement le courriel associé à mon compte est service@monchoixfinancier.com
Celui-ci doit être modifier puisque cette adresse courriel n'existre plus. SVP inscrire k.bourdages@gfsymbiose.com


Merci, bonne journée!

🎄Veuillez noter que nos bureaux seront fermés du 22 décembre au 2 janvier inclusivement pour la période des Fêtes.
Notez que la dernière date pour effectuer une demande de transaction avant la fin de l’année, sera le 18 décembre à 14 h.🎄",True,2025-12-16T19:38:34.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T19:38:34.000+0000,005OH00000AX0rVYAT,2025-12-16T19:38:34.000+0000,005OH00000AX0rVYAT,2025-12-16T19:38:34.000+0000,(514)912-5309,,c.laventure@monchoixfinancier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htcghYAA,False,,24580252,003OH00000M99iZYAR,001OH00000QuxDbYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Password reset,Medium,"User gets a message to re-enter a new password. Has not completed registration. 
KB0022821 - set up Microsoft MFA 

Email: jpurdon@primerica.com 

*************************************************************
Good afternoon, John 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding login!
 
I'm glad I was able to assist you with completing registration so you can sign into your Workspace account. During Workspace login it will now request a confirmation through the Microsoft authenticator.  

If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T19:10:17.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T19:07:18.000+0000,005OH00000BG5v4YAD,2025-12-16T19:17:15.000+0000,005OH00000BG5v4YAD,2025-12-16T19:17:15.000+0000,(705)222-9657,,jpurdon@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htdxiYAA,False,,24580182,0030A0000029aCJQAY,0010A000002vzPBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Multiple Profiles,Medium,"Caller Name: Maria Davis
Advisor or support staff: Advisor 
Advisor Code: A1128
Advisor Name: RANDALL SHEFFIELD	
Phone: 
Email: Maria.Davis@canadalife.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Would you be able to consolidate Cate (Caitlin) & Trent’s profile on WorkSpace? See below, I’m not sure if workspace fixes this.  Please advise.


FINDINGS: screenshot attached.

Advisor SF profile: https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001np83AAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H6jsAAC%26cntc%3D0035o000004H6jsAAC%26id%3D0055o000001np83AAA


TRENT MCCLEMENT AND CAITLIN MCCLEMENT


Logged into SF/Workspace as advisor.
Checked each client
1. TRENT MCCLEMENT 
DOB: October 1, 1983
Address: 117 RUTH ANNE PL MOOREFIELD, ON N0G 2K0
Phone#(519) 497-5306
1 Product: Term Policy No. 60563783T
Checked in Copilot: Details match as seen in Workspace including Advisor code A1128
No SIN seen in Copilot
Copilot CIS Client ID: 5559214194
Asset contact role: INS OWN 
Checked SF, Name looks ok, URL: https://lifeco.lightning.force.com/lightning/r/Asset/02i5o000001CZX7AAO/view
Company: CL
Check SF and make sure info matches (name, DOB, advisor on record)---Matches
Checked CIS and make sure info matches (name, DOB, advisor on record)---Matches


2. TRENT MCCLEMENT 
DOB: October 1, 1983
Address: 117 RUTH ANNE PL MOOREFIELD, ON N0G 2K0
Phone#(519) 497-5306
1 Product: Critical Illness/Disability Insurance Policy No. 60563757C
Checked in Copilot: Details match as seen in Workspace  including Advisor code A1128
No SIN seen in Copilot
Copilot CIS Client ID: 6861311152
Asset contact role: INS OWN 
Checked SF, Name looks ok, URL: https://lifeco.lightning.force.com/lightning/r/Asset/02i5o000001CaGAAA0/view
Company: CL
Check SF and make sure info matches (name, DOB, advisor on record)---Matches
Checked CIS and make sure info matches (name, DOB, advisor on record)---Matches

3. CAITLIN MCCLEMENT
DOB: April 18, 1990
Address: 117 RUTH ANNE PL MOOREFIELD, ON N0G 2K0
Phone#(519) 671-9479
1 Product: Critical Illness/Disability Insurance Policy No. 60563756C
Checked in Copilot: Details match as seen in Workspace  including Advisor code A1128
No SIN seen in Copilot
Copilot CIS Client ID:  3316261104
Asset contact role: INS OWN 
Checked SF, Name looks ok, URL: https://lifeco.lightning.force.com/lightning/r/Asset/02i5o000001Ca02AAC/view
Company: CL
Check SF and make sure info matches (name, DOB, advisor on record)---Matches
Checked CIS and make sure info matches (name, DOB, advisor on record)---Matches

4. CAITLIN MCCLEMENT
DOB: April 18, 1990
Address: 117 RUTH ANNE PL MOOREFIELD, ON N0G 2K0
Phone#(519) 671-9479
1 Product: Term Policy No. 60563784T
Checked in Copilot: Details match as seen in Workspace  including Advisor code A1128
No SIN seen in Copilot
Copilot CIS Client ID: 0222244554
Asset contact role: INS OWN 
Checked SF, Name looks ok, URL: https://lifeco.lightning.force.com/lightning/r/Asset/02i5o000001CZQgAAO/view
Company: CL
Check SF and make sure info matches (name, DOB, advisor on record)---Matches
Checked CIS and make sure info matches (name, DOB, advisor on record)---Matches
 
Reviewed KB0016001  
No option in Workspace to merge/this is also an MGA profile 
“Report Merge Issue” from the Overview page in Workspace. is not seen (my notes indicate they would not have the option to merge)
Form advisor must complete is https://advisorynetwork.swoogo.com/wsmerge as per my notes

Reviewed KB0020913 >KB0016004>collected all the info as per KB noted above. 

Steps: Validate the information in the merge form.---NO FORM RECEIVED---need to check with Assist as no form was received and when I log to Workspace as the advisor, I do not see a merge option/form to properly direct the advisor.

Reviewed the Merge guide as its my first merge
https://769372677.sharepoint.com/teams/DDSTEAM/SiteAssets/Forms/AllItems.aspx?id=%2Fteams%2FDDSTEAM%2FSiteAssets%2FSitePages%2FHome%2FMerge%2DGuide%2D%2D1%2D%2Epdf&parent=%2Fteams%2FDDSTEAM%2FSiteAssets%2FSitePages%2FHome

************************
Need some assistance using CIS, searching the client to check that the information matches--Melody helped me with gaining access
Need some assistance on if I should be sending this Form that the advisor must complete is https://advisorynetwork.swoogo.com/wsmerge as per my notes---CLARIFIED WITH ASSIST DESK SAMANTHA THIS ISN'T NEEDED AS ITS MGA AND THEY DO NOT HAVE THE OPTION IN WORKSPACE
Need some assistance on whether or not I'm sending my case to L2 as per KB0016001 or sending an email to clientInformationSystem.Support@canadalife.com as per KB0016004---CLARIFIED WITH SAMANTHA ON ASSIST TO FOLLOW Follow KB0016004.


Trent:
https://workspace.canadalife.com/workspace/s/asset/02i5o000001CaGAAA0/60563757c
https://workspace.canadalife.com/workspace/s/asset/02i5o000001CZX7AAO/60563783t

Cate: 
https://workspace.canadalife.com/workspace/s/asset/02i5o000001CZQgAAO/60563784t
https://workspace.canadalife.com/workspace/s/asset/02i5o000001Ca02AAC/60563756c

--------------------------------------***DDS  12/19/2025***--------------------------
RESOLUTION:
AS CIS CONFIRMED THE MERGE NOW, CHECKED WORKSPACE, NO CHANGE YET AS EXPECTED.
NORMALLY IT TAKES24-48HRS BUT SENT A FOLLOW UP EMAIL ADVISING TO ALLOW 2-3 BUSINESS DAYS
TICKET CLOSED.
--------------------------------------***DDS  12/19/2025***--------------------------
Good morning Kristen/Maria,

Thanks for your patience. 

Our team has reviewed each of the policies and determined the 2 profiles for both Trent and Caitlin can be merged into 1 profile each with the 2 policies listed for each. 

The merge will be completed within the next 2-3 business days, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/19/2025***--------------------------
UPDATE FROM CIS RECEIVED
--------------------------------------***DDS  12/19/2025***--------------------------
All done! For future if its easier for you, you don’t need to tell us the type of policy (critical illness, term etc.) just the name, policy number and ID is enough. 😊
Thanks! 

Marcie
Marcie Sholdice (she/her)
Client Information System Support 
Central Services and Strategy 
Marcie.sholdice@canadalife.com
Call Centre Number - 1-888-252-1847


--------------------------------------***DDS  12/18/2025***--------------------------
SENT UPDATE TO ADVISE WE'RE INVESTIGATING
sent email to CIS team as per kb  KB0016004.
CIS at clientInformationSystem.Support@canadalife.com

--------------------------------------***DDS  12/18/2025***--------------------------
Thanks for the details, Kristen, appreciated.

I’ve sent this off for further investigation and once we receive an update, we will reach out, thanks in advance for your patience.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  12/18/2025***--------------------------
sent email to CIS team as per kb
CIS at clientInformationSystem.Support@canadalife.com
--------------------------------------***DDS  12/18/2025***--------------------------

Hello Team,

Please review, 4 profiles seen in Workspace, looking to be consolidated.  There are no discrepancies found in SF/CIS or Workspace with the policies.  Please review/assist. Thanks.


•	First Name: TRENT
•	Middle Name: 
•	Last Name: MCCLEMENT
•	DOB: October 1, 1983
•	Policy #'s:  Term Policy No. 60563783T and Critical Illness/Disability Insurance Policy No. 60563757C
•	Company: CL
•	CIS Client ID’s:  5559214194 and 6861311152
•	URL for records:
https://workspace.canadalife.com/workspace/s/asset/02i5o000001CaGAAA0/60563757c
https://workspace.canadalife.com/workspace/s/asset/02i5o000001CZX7AAO/60563783t


•	First Name: CAITLIN
•	Middle Name: 
•	Last Name: MCCLEMENT
•	DOB: April 18, 1990
•	Policy #'s:  Term Policy No. Critical Illness/Disability Insurance Policy No. 60563756C and Term Policy No. 60563784T
•	Company: CL
•	CIS Client ID’s: 3316261104 and 0222244554
•	URL for records:
https://workspace.canadalife.com/workspace/s/asset/02i5o000001CZQgAAO/60563784t
https://workspace.canadalife.com/workspace/s/asset/02i5o000001Ca02AAC/60563756c


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   

--------------------------------------***DDS  12/18/2025***--------------------------
Thanks team, 

Trent:
https://workspace.canadalife.com/workspace/s/asset/02i5o000001CaGAAA0/60563757c
https://workspace.canadalife.com/workspace/s/asset/02i5o000001CZX7AAO/60563783t

Cate: 
https://workspace.canadalife.com/workspace/s/asset/02i5o000001CZQgAAO/60563784t
https://workspace.canadalife.com/workspace/s/asset/02i5o000001Ca02AAC/60563756c


 

 
Kristen Steeper, RRC
Associate Consultant
Sheffield Professional Planning Team
IG Wealth Management Inc.
Mutual Funds Division
3179 Wonderland Rd. S. 
London, ON N6L 1R4
Cell: 519-857-6539


--------------------------------------***DDS  12/18/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  12/18/2025***--------------------------
Hello Maria/Kristen, 

Following up on the below emails. Kindly provide the requested information to better assist you, thanks.

We will need the Policy#’s and links/URL for each of the policies.

Sign into Workspace or have the advisor sign into Workspace, click on each profile, capture the link/URL for each profile, and send this to me, please note which profile is for which client/policy numbers.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


-------------------------------------***DDS  12/17/2025***--------------------------
SENT FOLLOWUP

-------------------------------------***DDS  12/17/2025***--------------------------
Great, thanks.

We will also need the links for each of the policies.

Sign into Workspace or have the advisor sign into Workspace, click on each profile, capture the link/URL for each profile, and send this to me, please note which profile is for which client/policy numbers.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

-------------------------------------***DDS  12/17/2025***--------------------------
UPDATE RECEIVED
-------------------------------------***DDS  12/17/2025***--------------------------
Thank you for the follow up, just waiting for the advisor to provide the policy numbers.  I’ll forward as soon as I receive.

Thank you!



-------------------------------------***DDS  12/17/2025***--------------------------
Spoke Samantha on Assist desk
Need the URL from each profile, have the advisor access/provide the links to each.
then Follow KB0016004. 
sent follow up email.

-------------------------------------***DDS  12/17/2025***--------------------------
Hello Maria,

Following up on the below email. 

In addition to the below message please also provide the links for each of the policies.

Sign into Workspace or have the advisor sign into Workspace, click on each profile, capture the link/URL for each profile, and send this to me, please note which profile is for which client/policy numbers.

Once we have this information we can review/advise, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



-------------------------------------***DDS  12/16/2025***--------------------------
Thanks Maria.

Can you please provide the policy #’s for each of the profiles, the advisor will need to access each individually to see if the policy#’s are the same/different. 

There maybe something different on each that’s triggered the separation. 

Let me know/provide any screenshots as well, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


-------------------------------------***DDS  12/16/2025***--------------------------
UPDATE RECEIVED
-------------------------------------***DDS  12/16/2025***--------------------------
The advisor is 

Randal Sheffield – A1128

--------------------------------------***DDS  12/16/2025***--------------------------
requested the advisor info. screenshot might be from the advisors profile in workspace 
tpa for each Cate/Caitlin and Trent is seen multiple times.

--------------------------------------***DDS  12/16/2025***--------------------------
Hello Maria,

Thank you for contacting Workspace Support. 

Who is the advisor both Cate (Caitlin) & Trent support? 

The screenshot is from the advisors Workspace correct? Please provide the advisors name/advisor code.

Let us know so we can further check/advise, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/16/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/16/2025***--------------------------
From: Davis, Maria <Maria.Davis@canadalife.com> 
Sent: December 15, 2025 2:35 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: Multiple Profiles 

Hi

See below, I’m not sure if workspace fixes this.  Please advise.

Thank you!
Maria 

From: Steeper, Kristen <Kristen.Steeper@IG.ca> 
Sent: December 15, 2025 2:32 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Davis, Maria <Maria.Davis@canadalife.com>; randy.sheffield <randy.sheffield@ig.ca>
Subject: Multiple Profiles 

Hello, Would you be able to consolidate Cate (Caitlin) & Trent’s profile on WorkSpace? Can you tell me if there is something different about each profile that is keeping them separate? Thank you, Kristen Steeper, RRC Associate Consultant
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Hello, 

Would you be able to consolidate Cate (Caitlin) & Trent’s profile on WorkSpace? 

 
Can you tell me if there is something different about each profile that is keeping them separate? 
Thank you, 

 
Kristen Steeper, RRC
Associate Consultant
Sheffield Professional Planning Team
IG Wealth Management Inc.
Mutual Funds Division
3179 Wonderland Rd. S. 
London, ON N6L 1R4
Cell: 519-857-6539

 

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If you no longer wish to receive these emails, please reply with “Unsubscribe” in the subject line, and I will remove this email address from my mailing list.",True,2025-12-19T13:38:03.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T19:06:30.000+0000,005OH00000AUS7aYAH,2025-12-19T13:38:03.000+0000,005OH00000AUS7aYAH,2025-12-19T13:38:03.000+0000,(519)686-7400,(519) 355-6191,randy.sheffield@ig.ca,(519)686-2769,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hte0sYAA,False,,24578268,0030A0000029XS0QAM,0010A000002vx1aQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Application unable to submit it electronically,Medium,"Hi Jack,

Thank you for confirming everything is good now, I will close out the ticket.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: dinardo@wealthworks.com <dinardo@wealthworks.com> 
Sent: December 16, 2025 1:49 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: 24578268 - RE: [EXT] FW: Can Life Application Number

This application was deleted and I submitted a new application on the 12th. Close this ticket. Jack Di Nardo, CFP, CLU, CHFC Sr. Wealth Advisor. Optimize-WealthWorks Financial 245 Fairview Mall Drive Suite 403 Toronto ON M2J 4T1 Fax: 1-866-620-5414
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This application was deleted and I submitted a new application on the 12th.


Close this ticket.

Jack Di Nardo, CFP, CLU, CHFC 
Sr. Wealth Advisor. 
Optimize-WealthWorks Financial

245 Fairview Mall Drive
Suite 403
Toronto ON M2J 4T1
Fax: 1-866-620-5414
Telephone: 416-493-7113

E. & O.E.






***DDS*** 12/16/25
Name:   JACK DINARDO
Phone:  
Agent code: 40428
Reference: probing questions

Hello, 

Thank you for contacting the Workspace support group regarding “Application unable to submit it electronically”

Please confirm the following:
Advisor name:
Advisor Code:
How are you submitting the application?
Has other application processed though succesfully and only this one is not?
Is there an Error message when trying to submit or is it just stuck, ie grey out next/continue button?
Please take a screen shot of where the application process is stuck/unable to proceed.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Maiato, Eddie <Eddie.Maiato@canadalife.com> 
Sent: December 11, 2025 11:16 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Maiato, Eddie <Eddie.Maiato@canadalife.com>
Subject: FW: [EXT] FW: Can Life Application Number
Importance: High

Hi team,

Please see email below and kindly advise,

Thank you

Eddie Maiato (she/her) 
Regional Sales Associate
Insurance Distribution, Inside Sales 
Web application training| Business process| General inquiries|

Telephone: (416) 552-3125
Email: eddie.maiato@canadalife.com

Sept. 22 - Dec. 31, 2025: 3 months of CI premium waived in combo app
A new way to protect more and save more: critical illness insurance premium offer

Workspace support: clworkspacesupport@canadalife.com / 1-800-475-7001
Need CE credits? Review The Learning Centre in Workspace See video for details
For in-force policies or general questions: Save time by Live Chat on Workspace with this link Support or call 1-888-252-1847


 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: dinardo@wealthworks.com 
Sent: December 11, 2025 10:36 AM
To: Maiato, Eddie 
Subject: [EXT] FW: Can Life Application Number

Hi Eddie, Here are the details on the app for my grand daughter Lilianna Di Nardo. I am unable to submit it electronically on the system and tech support has not provided any answers. Please look into this for me. Sincerely, Jack Di Nardo, CFP,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
Hi Eddie,

Here are the details on the app for my grand daughter Lilianna Di Nardo.

I am unable to submit it electronically on the system and tech support has not provided any answers.

Please look into this for me.

Sincerely,

Jack Di Nardo, CFP, CLU, CHFC 
Sr. Wealth Advisor. 
Optimize-WealthWorks Financial

245 Fairview Mall Drive
Suite 403
Toronto ON M2J 4T1
Fax: 1-866-620-5414
Telephone: 416-493-7113

E. & O.E.

This message, including any attachments, is intended only for the use of the individual(s) to which it is addressed and may contain information that is privileged / confidential. Any other distribution, copying or disclosure is strictly prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and permanently delete this message including any attachments, without reading it or making a copy. Thank you.

From: Jack Di Nardo <paljoey_9@hotmail.com> 
Sent: December 11, 2025 10:34 AM
To: Jack Di Nardo <dinardo@wealthworks.com>
Subject: Fw: Can Life Application Number


________________________________________
From: Don Brookes <admin@wealthworks.com>
Sent: December 11, 2025 10:18 AM
To: 'Jack Di Nardo' <paljoey_9@hotmail.com>
Subject: Can Life Application Number 

60923058-4

 


Don Brookes
Operations Manager 
www.optimize.ca/wealth-works-financial

245 Fairview Mall Drive
Suite 403
Toronto ON M2J 4T1
Fax: 1-866-620-5414
Telephone: 416-493-7113",True,2025-12-16T18:38:17.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T18:38:17.000+0000,005OH00000BGeeHYAT,2025-12-16T19:05:17.000+0000,005OH00000BGeeHYAT,2025-12-16T19:05:17.000+0000,(416)493-7113,,service@wealthworks.com,(866)620-5414,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htedbYAA,False,,24579797,003G0000018f7LUIAY,0010A000002wPRAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Aurora Tancock (Ontario region),Medium,"***DDS*** 12/16/25
Name:   Aurora Tancock 
Phone:  
Agent code: F7059 
Reference:
From Case 24589215 

Hello Nnedinma,
 
Thank you for contacting the Workspace Support team regarding a request.

Are you trying to confirm whether the files on OnBase was processed? Or are you trying to confirm what documents were uploaded.

Looking forward to your email to provide support.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Uche, Nnedinma <Nnedinma.Uche@canadalife.com> 
Sent: December 12, 2025 2:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: APPROVED: Re: Aurora Tancock (Ontario region) 
Importance: High

Hello Team,

Please assist with request.

Thanks,

Nnedi Uche (She/her)
Business operations Co-ordinator
Contracts and Compensation Department
Tel: 204-800-6925 |  Email: Nnedinma.Uche@canadalife.com   
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Contracts & Compensation <Contracts&Compensation@canadalife.com> 
Sent: Thursday, December 11, 2025 10:41 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: APPROVED: Re: Aurora Tancock (Ontario region) 
Importance: High

 
________________________________________
From: Espinoza-Carter, Martha <Martha.Espinoza-Carter@canadalife.com>
Sent: Thursday, December 11, 2025 4:40:26 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Subject: FW: APPROVED: Re: Aurora Tancock (Ontario region) 
One or more of the attachments could not be ingested to OnBase because they are corrupt or damaged. Please investigate whether this has already been processed and reach out to your trainer if you have questions regarding how to proceed.
 
 
Thank you,
 
Martha Espinoza-Carter
Sr. Business Systems Specialist  |  Automation
Canada Operations
Martha.Espinoza-Carter@CanadaLife.com  |  226-777-8496
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Contracts & Compensation <Contracts&Compensation@canadalife.com> 
Sent: November 25, 2025 1:52 PM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: APPROVED: Re: Aurora Tancock (Ontario region) 
Importance: High
 
 
________________________________________
From: Espinoza-Carter, Martha <Martha.Espinoza-Carter@canadalife.com>
Sent: Tuesday, November 25, 2025 6:51:19 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Subject: FW: APPROVED: Re: Aurora Tancock (Ontario region) 
*NO RESPONSE BACK REQUIRED*
 
Initial email failed to ingest to OnBase. please investigate if this has already been handled or manually upload if required.
 
 
Thank you,
 
Martha Espinoza-Carter
Sr. Business Systems Specialist  |  Automation
Canada Operations
Martha.Espinoza-Carter@CanadaLife.com  |  226-777-8496
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Field Operations <fieldoperations@canadalife.com> 
Sent: September 10, 2025 12:05 PM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: APPROVED: Re: Aurora Tancock (Ontario region) 
Importance: High
 
 
________________________________________
From: Cameron, Geraldine <Geraldine.Cameron@canadalife.com>
Sent: Wednesday, September 10, 2025 4:04:54 PM (UTC+00:00) Monrovia, Reykjavik
To: Field Operations <fieldoperations@canadalife.com>; Isaac Tse <Isaac.Tse@canadalife.com>
Cc: Field Relations - CCI <FieldRelationsCCI@canadalife.com>
Subject: APPROVED: Re: Aurora Tancock (Ontario region) 
Hi Field Operations/Isaac:
We acknowledge receipt of the Application for Canada Life Sales Agreement (condensed CCI & internal background check) no Sterling background check:
 
This candidate is approved by Field Relations:   
Aurora Tancock
Principal – 1001345484 Ontario Limited
Ontario region
 
BDC has been informed via separate email.  Thank you.
 
 
Best regards, 
 
Geraldine V. Cameron, B.A. 
Field Relations Specialist
T-4B4E,  London, ON
 
 
 
Welcome to the new Canada Life.
Visit canadalife.com   
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it or its contents. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Isaac Tse <Isaac.Tse@canadalife.com> 
Sent: September 9, 2025 11:33 AM
To: Field Relations - CCI <FieldRelationsCCI@canadalife.com>
Cc: Regan, Deana <Deana.Regan@canadalife.com>
Subject: FW: Setting up new Corporation
Importance: High
 
Hello FR, please see below Aurora Tancock F7059 is incorporating to be the principal of 1001345484 ONTARIO LIMITED. 

Just wonder as this has come through Michael Flynn and Rob DeMott, is a CCI still needed? 
 
Isaac Tse
Contracts & Compensation Specialist | Contracts and Licensing
Contracts and Compensation Department
Email: Isaac.Tse@canadalife.com Tel: +15194354315
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Regan, Deana <Deana.Regan@canadalife.com> 
Sent: September 9, 2025 10:12 AM
To: Isaac Tse <Isaac.Tse@canadalife.com>
Subject: FW: Setting up new Corporation
Importance: High
 
H Isaac!
 
Can I get you to work with Aurora on this one?  Its kind of special handling with Mike/Rob involved.  You can work Piyusha if needed too.
 
 
Let me know if there is anything I can assist with!
 
 
 
Deana Regan (she/her)
Assistant Manager | Contracts & Compensation 
Advisory Network | Individual Customer
Deana.Regan@canadalife.com
 (226) 316-1794
T-4B4E
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
From: Aurora Tancock <aurora@tancock.com> 
Sent: Saturday, September 6, 2025 5:05 PM
To: Regan, Deana <Deana.Regan@canadalife.com>; Flynn, Michael <Michael.Flynn@canadalife.com>; Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Cc: DeMott, Rob <Rob.Demott@advicecanada.com>
Subject: [EXT] RE: Setting up new Corporation
 
Hi Deana: Please find attached the Signed Documents and Articles of Incorporation to set up the new corporation. Please let me know if there is anything else needed. Also, I am hiring a couple of employees. Could you direct me to the person
ZjQcmQRYFpfptBannerStart
Be careful with this message - Soyez prudent avec ce courriel. 
The sender's email domain has only been active for a short period of time and could be unsafe. - Le nom de domaine du courriel de l’expéditeur n’est actif que depuis peu de temps et pourrait ne pas être sûr. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Deana:  Please find attached the Signed Documents and Articles of Incorporation to set up the new corporation.  Please let me know if there is anything else needed.
 
Also, I am hiring a couple of employees.  Could you direct me to the person to speak to as to what paperwork would be needed once the Corporation is set up.
 
Thanks!
 
Aurora
Aurora Tancock, CFP, FLMI
Certified Financial Planner
Investment Representative 
           
A dream without a plan is only a wish.
If you no longer want to receive these messages, click the word unsubscribe to email a request to me.
 Think Green ... Do you really need to print this e-mail?
1 ton of paper = 17 trees! Reduce. Reuse. Recycle.
 
“The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.” 
 
 
From: Regan, Deana <Deana.Regan@canadalife.com> 
Sent: September 5, 2025 2:59 PM
To: Flynn, Michael <Michael.Flynn@canadalife.com>; Aurora Tancock <aurora@tancock.com>; Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Cc: DeMott, Rob <Rob.Demott@advicecanada.com>
Subject: RE: Setting up new Corporation
 
Hi Mike
 
You can send this directly to me so I can work with someone on the team to ensure this is a smooth transition.  We won’t move any business without direction first.  AORS on direct business can be sent @Field Buy-Sell Transfer.  For tracking purposes its best they are sent in one client/family per email.
 
 
 
Deana Regan (she/her)
Assistant Manager | Contracts & Compensation 
Advisory Network | Individual Customer
Deana.Regan@canadalife.com
 (226) 316-1794
T-4B4E
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
From: Flynn, Michael <Michael.Flynn@canadalife.com> 
Sent: Thursday, September 4, 2025 4:23 PM
To: Regan, Deana <Deana.Regan@canadalife.com>; aurora@tancock.com
Cc: DeMott, Rob <Rob.Demott@advicecanada.com>
Subject: FW: Setting up new Corporation
 
Hi Deana, hope you are doing well. Aurora is in the process of setting up a new firm and has a few questions:
 
•	Rob sent a contracting package over earlier and it is complete, can you please let us know who that should be sent in to. Assuming that will be the same person who will facilitate the rest of the set up process – banking etc. 
•	Once that is set up Aurora will be looking to move her Mutual Fund business over to that new firm/connect her MF code to it. Can you please let us know how that will work and what is required – letter of direction etc. And or if it is automatic. I don’t know that automatic is preferred choice vs. being able to provide direction on timing. 
•	Aurora expects a number of AORs from seg fund clients. Can you please let us know where those should be sent and if they can be sent in bulk?
 
Finally please ensure team uses this e-mail address for correspondence with Aurora.
 
Thank you for your help
 
From: Aurora Tancock <aurora@tancock.com> 
Sent: September 4, 2025 1:23 PM
To: Flynn, Michael <Michael.Flynn@canadalife.com>
Subject: [EXT] Setting up new Corporation
 
Hi Mike: I have set up my numbered Co. and I have a few questions. Could you please give me a call when you get a chance. 905-401-5731. Thanks Aurora Aurora Tancock, CFP, FLMI Financial Planner Investment Representative A dream without a plan
 
Hi Mike:  I have set up my numbered Co. and I have a few questions.  Could you please give me a call when you get a chance.  905-401-5731.
 
Thanks
 
Aurora
Aurora Tancock, CFP, FLMI
Financial Planner
Investment Representative 
           
A dream without a plan is only a wish.
If you no longer want to receive these messages, click the word unsubscribe to email a request to me.
 Think Green ... Do you really need to print this e-mail?
1 ton of paper = 17 trees! Reduce. Reuse. Recycle.",True,2026-01-15T17:37:13.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T19:00:40.000+0000,005OH00000BGeeHYAT,2026-01-15T17:37:13.000+0000,005OH00000BGeeHYAT,2026-01-15T17:37:13.000+0000,(905)397-3322,(905) 401-5731,aurora@luminariswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htfEkYAI,False,,24584872,003G000001vebzBIAQ,0010A000002wT4dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"KB0020560 - Advised user to reset password- reset password was successful - but still received the message. 
KB0015372 - reset password link sent 

Email: jenright.jr@mcdougallinsurance.com 
MGA Code: C5975
Direct Code: F7282

**********************************************************************
Good afternoon, John 

Thank you for contacting the Workspace Support Team, it was great speaking with you today log in!
 
I'm glad I was able to assist you with resetting your password so you can successfully sign into your Workspace account. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T20:24:15.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T20:14:48.000+0000,005OH00000BG5v4YAD,2025-12-16T20:24:16.000+0000,005OH00000BG5v4YAD,2025-12-16T20:24:16.000+0000,(613) 966-7001 ext 1290,(613) 827-8909,jenright.jr@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htfRfYAI,False,,24584525,0030A0000029UhgQAE,0010A000002vum7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:09:42.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T20:09:42.000+0000,005OH000004Ir1xYAC,2025-12-16T20:09:42.000+0000,005OH000004Ir1xYAC,2025-12-16T20:09:42.000+0000,(403)526-6622,(403) 952-7538,lstcg@telusplanet.net,(403)526-5292,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htfWYYAY,False,,24582634,003OH00000YzX6kYAF,001OH00000ieG6WYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica Registration,Medium,"NAME: EDDIE SANTOS RIBAS NETO
ADVISOR OR SUPPORT STAFF: 
ADVISOR CODE: PB454
PHONE: 12269772835 
EMAIL: EDDIE.SANTOSRIBASNETO@PRIMERICA.COM
 
ISSUE: 
User is trying to complete registration but they are getting an error.
 
 
FINDINGS:
KB0023735 
User still shows testdummyuser on CIAM so they could be an issue with them being set up to register.
 
TROUBLESHOOTING/RESOLUTION:
called assist
Transferred over to level 2 to take over the call.
 
EMAIL:
 
--------------------------------------***DDS DEC/16/2025***--------------------------
No email sent",True,2025-12-16T19:51:25.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T19:41:54.000+0000,005OH00000BGf2TYAT,2025-12-19T21:01:37.000+0000,005OH000001yNnaYAE,2025-12-19T21:01:37.000+0000,(226)977-2835,,eddie.santosribasneto@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htgaZYAQ,False,,24579996,0030A0000029fCyQAI,0010A000002w3QjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T19:03:43.000+0000,False,False,005OH0000084GETYA2,2025-12-16T19:03:43.000+0000,005OH0000084GETYA2,2025-12-16T19:03:44.000+0000,005OH0000084GETYA2,2025-12-16T19:03:44.000+0000,(289)244-5883,,mariasaputo@saputofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000084GETYA2,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htgpBYAQ,False,,24583958,0030A000008p4CSQAY,0010A000009jrrEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,client unable to sign off on app,Medium,"*** DDS 19DEC2025 ***
user confirmed they deleted the apps and stated new ones, they will let us know if they have any further issues.

*** DDS 19DEC2025 ***
user responded stating client unable to sign, checked 4 apps in swagger, all deleted last night around 9:00pm EST, asked if anything further is required

****DDS****December 17, 2025
 Links for applications 60927822-6, 60927817-0, 60927776-9 and 60927801-3 all have active links which was sent to the advisor for his clients to open on their pc
========================================================================================

****DDS****December 16, 2025
client received the signature link but is not able to sign off on the app using either his last name, dob and postal code. his son's info does not work either

================================================================

****Email Chain****

Hello Adam,

Hapy to have assisted you. And do keep up updated on whether or not your clients were able to sign off on their applications.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Adam Rea <adam.rea@myflightplan.ca> 
Sent: December 17, 2025 4:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24583958**** - Phone Call Follow-Up

Thank you very much Samantha. I appreciate how clear and organized this email is. I will send it to the clients and keep you posted. Thanks, Adam Rea, B. Comm Senior Associate | Flight Plan Financial Corp. Representing Canada Life Investment
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you very much Samantha. I appreciate how clear and organized this email is. I will send it to the clients and keep you posted. 

Thanks, 


Adam Rea, B.Comm
Senior Associate | Flight Plan Financial Corp.
Representing Canada Life
Investment Representative | Quadrus Investment Services.
Suite 200, 229 - 11th Ave SE
Calgary, AB T2G 0Y1
📱 Cell: 403-813-7433
🌐 Website: myflightplan.ca
📧 New Email: adam.rea@myflightplan.ca
Follow me:
Instagram | Facebook | LinkedIn
📞 For immediate assistance, please contact Client Service at 1-888-252-1847
________________________________________
Confidentiality Notice:
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately, and delete this message without reading, forwarding, or retaining any copies.
Virus Disclaimer:
We take precautions to prevent viruses but accept no responsibility for any damage caused by viruses transmitted via email.
If you no longer wish to receive messages from me, simply reply with ‘unsubscribe’ in the subject line.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, December 17, 2025 2:02 PM
To: Adam Rea <adam.rea@myflightplan.ca>
Subject: RE: ****Case 24583958**** - Phone Call Follow-Up

Hello Adam,

I was able to review all 4 links I have previous sent you and they all returned the page below. Please ensure that the clients are using the correct links. Additionally, have the clients clear the cache and cookies on their browser before accessing the signature links below. These links should be accessed using either Google Chrome or Microsoft Edge on a computer.

 
60927822-6
Expected values: Enofe|L4L 0G9|09/12/2019
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=7596516f-2564-4bf4-84dc-5379d20f6acf

60927817-0
Expected values: Jekeli|L4L 0G9|12/12/2014
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=9c2afaac-3db4-4f4b-bff1-7d57609ca339

60927801-3
Expected values: Jekeli|L4L 0G9|16/08/2016
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=9321656d-2d86-4ab3-905d-31207001904f

60927776-9
Expected values: Enofe|L4L 0G9|05/07/2021
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=af63b0b1-97af-4529-90c8-0d5024a75f36

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Adam Rea <adam.rea@myflightplan.ca> 
Sent: December 17, 2025 12:46 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24583958**** - Phone Call Follow-Up

Here is his response: same thing Adam Rea, B. Comm Senior Associate | Flight Plan Financial Corp. Representing Canada Life Investment Representative | Quadrus Investment Services. Suite 200, 229 - 11th Ave SE Calgary, AB T2G 0Y1 📱 Cell: 

Here is his response:

same thing  

 


Adam Rea, B.Comm
Senior Associate | Flight Plan Financial Corp.
Representing Canada Life
Investment Representative | Quadrus Investment Services.
Suite 200, 229 - 11th Ave SE
Calgary, AB T2G 0Y1
📱 Cell: 403-813-7433
🌐 Website: myflightplan.ca
📧 New Email: adam.rea@myflightplan.ca
Follow me:
Instagram | Facebook | LinkedIn
📞 For immediate assistance, please contact Client Service at 1-888-252-1847
________________________________________
Confidentiality Notice:
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately, and delete this message without reading, forwarding, or retaining any copies.
Virus Disclaimer:
We take precautions to prevent viruses but accept no responsibility for any damage caused by viruses transmitted via email.
If you no longer wish to receive messages from me, simply reply with ‘unsubscribe’ in the subject line.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, December 17, 2025 10:59 AM
To: Adam Rea <adam.rea@myflightplan.ca>
Subject: RE: ****Case 24583958**** - Phone Call Follow-Up

Hello Adam,

Thank you for providing this information.

The final application details are below.

60927776-9
Expected values: Enofe|L4L 0G9|05/07/2021
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=af63b0b1-97af-4529-90c8-0d5024a75f36

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Adam Rea <adam.rea@myflightplan.ca> 
Sent: December 17, 2025 11:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24583958**** - Phone Call Follow-Up

Hi Samantha, My bad! I gave you the wrong application number. Thanks for your guidance and support. [Incomplete] T. Jekeli Modified on: Tue, Dec 16, 2025 PAR $250,000 Application ID: 60927817-0 DeleteEdit [Incomplete] O. Enofe Modified on: Tue,

Hi Samantha, 

My bad! I gave you the wrong application number. Thanks for your guidance and support. 

 
[Incomplete] T. Jekeli
Modified on: Tue, Dec 16, 2025	PAR
$250,000	Application ID:
60927817-0	DeleteEdit
 
[Incomplete] O. Enofe
Modified on: Tue, Dec 16, 2025	PAR
$250,000	Application ID:
60927822-6	DeleteEdit
 
[Incomplete] J. Jekeli
Modified on: Tue, Dec 16, 2025	PAR
$250,000	Application ID:
60927801-3	DeleteEdit
 
[Incomplete] N. Enofe
Modified on: Tue, Dec 16, 2025	PAR
$250,000	Application ID:
60927776-9	


Adam Rea, B.Comm
Senior Associate | Flight Plan Financial Corp.
Representing Canada Life
Investment Representative | Quadrus Investment Services.
Suite 200, 229 - 11th Ave SE
Calgary, AB T2G 0Y1
📱 Cell: 403-813-7433
🌐 Website: myflightplan.ca
📧 New Email: adam.rea@myflightplan.ca
Follow me:
Instagram | Facebook | LinkedIn
📞 For immediate assistance, please contact Client Service at 1-888-252-1847
________________________________________
Confidentiality Notice:
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately, and delete this message without reading, forwarding, or retaining any copies.
Virus Disclaimer:
We take precautions to prevent viruses but accept no responsibility for any damage caused by viruses transmitted via email.
If you no longer wish to receive messages from me, simply reply with ‘unsubscribe’ in the subject line.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, December 17, 2025 9:41 AM
To: Adam Rea <adam.rea@myflightplan.ca>
Subject: RE: ****Case 24583958**** - Phone Call Follow-Up

Hello Adam,

1.	Please ensure that the clients are opening the links below on their devices.
2.	What is the new application ID? This one 60927796-3 shows that the application was deleted. Please check your dashboard again.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Adam Rea <adam.rea@myflightplan.ca> 
Sent: December 17, 2025 10:30 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24583958**** - Phone Call Follow-Up

No it wasn’t deleted please look again. I deleted that original one but then restarted and completed another. Adam Rea, B. Comm Senior Associate | Flight Plan Financial Corp. Representing Canada Life Investment Representative | Quadrus Investment

No it wasn’t deleted please look again. I deleted that original one but then restarted and completed another. 

Adam Rea, B.Comm
Senior Associate | Flight Plan Financial Corp.
Representing Canada Life
Investment Representative | Quadrus Investment Services.
Suite 200, 229 - 11th Ave SE
Calgary, AB T2G 0Y1
📱 Cell: 403-813-7433
🌐 Website: myflightplan.ca
📧 New Email: adam.rea@myflightplan.ca
Follow me:
Instagram | Facebook | LinkedIn
📞 For immediate assistance, please contact Client Service at 1-888-252-1847
________________________________________
Confidentiality Notice:
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately, and delete this message without reading, forwarding, or retaining any copies.
Virus Disclaimer:
We take precautions to prevent viruses but accept no responsibility for any damage caused by viruses transmitted via email.
If you no longer wish to receive messages from me, simply reply with ‘unsubscribe’ in the subject line.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, December 17, 2025 9:29 AM
To: Adam Rea <adam.rea@myflightplan.ca>
Subject: RE: ****Case 24583958**** - Phone Call Follow-Up

Hello Adam,

We understand that your clients are receiving an error message, have them use the links below instead.

60927822-6
Expected values: Enofe|L4L 0G9|09/12/2019
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=7596516f-2564-4bf4-84dc-5379d20f6acf

60927817-0
Expected values: Jekeli|L4L 0G9|12/12/2014
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=9c2afaac-3db4-4f4b-bff1-7d57609ca339

60927801-3
Expected values: Jekeli|L4L 0G9|16/08/2016
https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=9321656d-2d86-4ab3-905d-31207001904f

60927796-3 - J. Jekeli
For this application, we are unable to generate a link because this application was deleted. You will need to complete a new application.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Adam Rea <adam.rea@myflightplan.ca> 
Sent: December 17, 2025 9:32 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24583958**** - Phone Call Follow-Up

Why are there only 3 links? There are 4 children. Nathan, Oghosa, Jayson, Tamara. Thank you, Adam Rea, B. Comm Senior Associate | Flight Plan Financial Corp. Representing Canada Life Investment Representative | Quadrus Investment Services. Suite

Why are there only 3 links? There are 4 children. Nathan, Oghosa, Jayson, Tamara.

Thank you, 

Adam Rea, B.Comm
Senior Associate | Flight Plan Financial Corp.
Representing Canada Life
Investment Representative | Quadrus Investment Services.
Suite 200, 229 - 11th Ave SE
Calgary, AB T2G 0Y1
📱 Cell: 403-813-7433
🌐 Website: myflightplan.ca
📧 New Email: adam.rea@myflightplan.ca
Follow me:
Instagram | Facebook | LinkedIn
📞 For immediate assistance, please contact Client Service at 1-888-252-1847
________________________________________
Confidentiality Notice:
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately, and delete this message without reading, forwarding, or retaining any copies.
Virus Disclaimer:
We take precautions to prevent viruses but accept no responsibility for any damage caused by viruses transmitted via email.
If you no longer wish to receive messages from me, simply reply with ‘unsubscribe’ in the subject line.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Wednesday, December 17, 2025 8:14 AM
To: Adam Rea <adam.rea@myflightplan.ca>
Subject: RE: ****Case 24583958**** - Phone Call Follow-Up

Hello Adam,

Below are the active links for your clients. Please have them open these links on their computers preferably using either Google Chrome or Microsoft Edge.

60927822-6
Expected values: Enofe|L4L 0G9|09/12/2019
http://simpleprotect.canadalife.ca/public/verify?uuid=7596516f-2564-4bf4-84dc-5379d20f6acf

60927817-0
Expected values: Jekeli|L4L 0G9|12/12/2014
http://simpleprotect.canadalife.ca/public/verify?uuid=9c2afaac-3db4-4f4b-bff1-7d57609ca339

60927801-3
Expected values: Jekeli|L4L 0G9|16/08/2016
http://simpleprotect.canadalife.ca/public/verify?uuid=9321656d-2d86-4ab3-905d-31207001904f

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Adam Rea <adam.rea@myflightplan.ca> 
Sent: December 16, 2025 4:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24583958**** - Phone Call Follow-Up

Hello, Yes I sent the signature link for Nathan to Andrew, and it didn’t work. I sent the signature link to Elizabeth for Jayson, and it didn’t work. I did not send the other two because I told them we will likely run into the same problem so

Hello, 

1)	Yes
2)	I sent the signature link for Nathan to Andrew, and it didn’t work. I sent the signature link to Elizabeth for Jayson, and it didn’t work. I did not send the other two because I told them we will likely run into the same problem so let me ask technical support and then I will send it again. 

Adam Rea, B.Comm
Senior Associate | Flight Plan Financial Corp.
Representing Canada Life
Investment Representative | Quadrus Investment Services.
Suite 200, 229 - 11th Ave SE
Calgary, AB T2G 0Y1
📱 Cell: 403-813-7433
🌐 Website: myflightplan.ca
📧 New Email: adam.rea@myflightplan.ca
Follow me:
Instagram | Facebook | LinkedIn
📞 For immediate assistance, please contact Client Service at 1-888-252-1847
________________________________________
Confidentiality Notice:
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately, and delete this message without reading, forwarding, or retaining any copies.
Virus Disclaimer:
We take precautions to prevent viruses but accept no responsibility for any damage caused by viruses transmitted via email.
If you no longer wish to receive messages from me, simply reply with ‘unsubscribe’ in the subject line.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Tuesday, December 16, 2025 3:09 PM
To: Adam Rea <adam.rea@myflightplan.ca>
Subject: RE: ****Case 24583958**** - Phone Call Follow-Up

Hello Adam,

1.	Did you manage to complete all 4 applications?
2.	Did you send the signature link for all 4 applications to the clients?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Adam Rea <adam.rea@myflightplan.ca> 
Sent: December 16, 2025 2:46 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24583958**** - Phone Call Follow-Up

Hey Samantha, Thank you very much for getting back to me. The Application ID #s are as follows: [Incomplete] O. Enofe Modified on: Tue, Dec 16, 2025 PAR $250,000 Application ID: 60927822-6 [Incomplete] T. Jekeli Modified on: Tue, Dec 16, 2025

Hey Samantha, 

Thank you very much for getting back to me. The Application ID #s are as follows:
 
[Incomplete] O. Enofe
Modified on: Tue, Dec 16, 2025	PAR
$250,000	Application ID:
60927822-6	
 
[Incomplete] T. Jekeli
Modified on: Tue, Dec 16, 2025	PAR
$250,000	Application ID:
60927817-0	
 
[Incomplete] J. Jekeli
Modified on: Tue, Dec 16, 2025	PAR
$250,000	Application ID:
60927796-3	
 
[Incomplete] J. Jekeli
Modified on: Tue, Dec 16, 2025	PAR
$250,000	Application ID:
60927801-3	

Regards, 


Adam Rea, B.Comm
Senior Associate | Flight Plan Financial Corp.
Representing Canada Life
Investment Representative | Quadrus Investment Services.
Suite 200, 229 - 11th Ave SE
Calgary, AB T2G 0Y1
📱 Cell: 403-813-7433
🌐 Website: myflightplan.ca",True,2025-12-17T15:14:01.000+0000,False,False,005OH000002iN7pYAE,2025-12-16T20:01:37.000+0000,005OH000002iN7pYAE,2025-12-19T15:56:35.000+0000,005OH000006wv2TYAQ,2025-12-19T15:56:35.000+0000,(403)313-2026X2,(403) 813-7433,adam.rea@myflightplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hthrjYAA,False,,24585282,0030A0000029X7oQAE,0010A000002vwmnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Set up,Medium,"KB0022825 - Assisted ASA in disconnecting the MFA, and set up a new one. Issue resolved.

==============

Hi Marilyn,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We’re here to make supporting you as smooth as possible, while keeping your account secure. Since MFA resets unlock full access to Workspace, we need to confirm the request is authorized. We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T21:02:16.000+0000,False,False,005OH00000BFPZHYA5,2025-12-16T20:20:56.000+0000,005OH00000BFPZHYA5,2025-12-16T23:37:36.000+0000,005OH00000BFPZHYA5,2025-12-16T23:37:36.000+0000,(519)652-8484,,briansmith@legacywealthmgt.com,(519)652-8585,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htiNtYAI,False,,24584507,0030A0000029pCYQAY,0010A000002wBhuQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:09:34.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T20:09:34.000+0000,005OH00000BfonJYAR,2025-12-16T20:09:35.000+0000,005OH00000BfonJYAR,2025-12-16T20:09:35.000+0000,(778)892-9850,,sainianupreet@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htiSlYAI,False,,24582461,0030A0000029ZRhQAM,0010A000002vyifQAA,,,,,,,012OH000000ijW5YAI,Open,,Phone,,SP application inquiry - INC1939893,Medium,"*** DDS 19DEC2025 ***
issue resolved per DAS/user confirmed

****DDS****12/16/25 

User is unable to submit application due to system glitch - the screen freezes and becomes pink
Using logmein, we cleared cookies and cached files and updated the Edge browser - user signed in and could not load the NB Dashboard
User switched to Chrome, user was able to open the application but could not get past insurability - client details page showed all locked on the left side of the screen instead of the usual green check marks, when user entered information on the insurability page it all went pink and the page froze again
Escalated the case to Level 2 for further investigation.
 
============================================================================================= 
 
****Email Chain****

Bonjour Martine,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant la proposition 60927762-9.

Cette requête a été transmis au Soutien Technique Niveau 2 et nous vous tiendrons informer dès qu’il y aura de nouveau.
	
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,005OH0000097FtCYAU,2025-12-16T19:39:14.000+0000,005OH0000097FtCYAU,2025-12-19T15:37:39.000+0000,005OH000006wv2TYAQ,2025-12-19T15:37:39.000+0000,(514)944-1113,,martineprovencher@videotron.ca,(450)978-4994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htiVyYAI,False,,24581249,0030A0000029Z7sQAE,0010A000002vySOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T19:21:46.000+0000,False,False,005OH000007fgYjYAI,2025-12-16T19:21:46.000+0000,005OH000007fgYjYAI,2025-12-16T19:21:47.000+0000,005OH000007fgYjYAI,2025-12-16T19:21:47.000+0000,(514)717-7170,514-262-3556,ralphadiorio@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htir0YAA,False,,24582892,0031600002YQR0TAAX,0010A000002wOCaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Outlook Delegation/VPN Requirements,Medium,"Dual Advisor Andrew Tricomi (F7223) looking for assistance following SF Case #24581144; Service Desk referred user back to us; guided user through Outlook Delegation via logmeinsession; called Assist to confirm RSA would be the appropriate contact for inquiry regarding 'firm's VPN business requirements'; sent f/u email to user reviewing Outlook Delegation steps for future ref if needed 

***EMAIL CHAIN***
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 16, 2025 1:49 PM
To: Tricomi, Andrew <andrew@tricomifinancial.com>
Subject: Outlook Delegate Access / VPN Requirements - SF Case #24582892

Hi Andrew,

Thank you for reaching out to Workspace Support - it was a pleasure meeting you today! We’re happy we were able to address your two inquiries. 

As discussed, please reach out to your Regional Sales Associate to confirm the VPN requirements of your firm’s business needs.

In terms of setting up your external ASA Yasmin Al-Haddad (or any other user) with Outlook Delegate access; simply follow the steps we reviewed together below: 

1.	Within Outlook, select File 

 
2.	Under the Account Information pane, select Account Settings > Delegate Access

 
3.	Within the Delegates dialog box, select Add

 
4.	Within the Add Users dialog box, use the Search bar to find and select the desired Outlook user; select Add 

 
5.	Within the Delegate Permissions dialog box, use the drop-down menus to select the Permission settings for Calendar, Tasks, Inbox, Contacts, and Notes and select OK

 

Remember: Editor permissions are the same as yourself
 

6.	Use the buttons on the left-hand side of the Delegates dialog box to Add (another Delegate), Remove (the current selected Delegate), review the Permissions (of the current selected Delegate), or view the (Outlook Contact) Properties (of the current selected Delegate). Select OK to finalize your Delegate settings. 

 


We hope this helps! 


As always, if you require further support or have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! The Workspace Support team is available by email or you may call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-800-475-7001.

Lastly, if you have a moment, we invite you to share any feedback you may have about your experience with us by filling out our short survey here. All feedback is appreciated and helps us in improving our service to you, our valued user - thank you in advance!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Georgia K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T20:55:57.000+0000,False,False,005OH00000BFQFDYA5,2025-12-16T19:45:30.000+0000,005OH00000BFQFDYA5,2025-12-16T20:55:57.000+0000,005OH00000BFQFDYA5,2025-12-16T20:55:57.000+0000,(613)882-0350,(613) 882-0350,andrew@tricomifinancial.com,(613)366-7489,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFDYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htjbnYAA,False,,24586208,0030A0000029Z7sQAE,0010A000002vySOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:34:35.000+0000,False,False,005OH000007fgYjYAI,2025-12-16T20:34:35.000+0000,005OH000007fgYjYAI,2025-12-16T20:34:35.000+0000,005OH000007fgYjYAI,2025-12-16T20:34:35.000+0000,(514)717-7170,514-262-3556,ralphadiorio@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htkO1YAI,False,,24578985,0030A00000CGBYkQAP,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,,True,2025-12-16T18:53:35.000+0000,False,False,005OH000006uyEBYAY,2025-12-16T18:48:47.000+0000,005OH000006uyEBYAY,2025-12-16T18:53:35.000+0000,005OH000006uyEBYAY,2025-12-16T18:53:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uyEBYAY,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htkr5YAA,False,,24580467,0030A0000029kkaQAA,0010A000002w81CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 16th, 2025 ***
User needed help accessing account. Confirmed which email to use, they reset password and signed in successfully.
=============
Bonjour Roger,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder au compte de Normand.

Durant notre appel je vous ai aidé à mettre à jour le mot de passe. Au final, vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-16T19:20:04.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-16T19:10:12.000+0000,005OH00000AbJ7aYAF,2025-12-16T19:20:04.000+0000,005OH00000AbJ7aYAF,2025-12-16T19:20:04.000+0000,(514)379-1054,,nfiliatrault@peakgroup.com,(514)379-1068,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htkvuYAA,False,,24582047,003G0000018f6SEIAY,0010A000002wOOZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,SP Issue with editing information,Medium,"Reached out to the advisor to confirm if the application is for a term product. Advisor confirmed it isn't. Sent ticket to SP Team. While investigating the app was deleted. Reached out to confirm if assistance was still required. Advised confirmed assistance no longer required as they couldn't wait.

App ID: 60926176-5

===Email Chain===

Good morning Jay,

We’ve just heard back from the Simple Protect Team that the application was deleted while they were investigating the issue. Please confirm if assistance is still required or if you started a new application.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 16, 2025 2:53 PM
To: Doyle, Jay <jay@mcarthurfinancial.ca>; Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: RE: Simple Protect issues 60926176-5 RUSH SIMPLEPROTECT ISSUE - C24582047

Hello Jay,

Thank you for confirming.

We’ve escalated this issue for further investigation to the Simple Protect Technical Team for further investigation. An update will be provided within 2 business days.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Jay Doyle <jay@mcarthurfinancial.ca> 
Sent: December 16, 2025 2:36 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Yarow, Salma <Salma.Yarow@canadalife.com>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] Re: Simple Protect issues 60926176-5 RUSH SIMPLEPROTECT ISSUE - C24582047

Not term 20 pay wealth Jay Doyle B. Ed CFP Doyle Wealth Management 200-395 Stafford St Winnipeg, Manitoba R3M 2X4 Phone: 204-999-3449 From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Tuesday, December 16, 2025 1: 34: 39 PM
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Not term

20 pay wealth

Jay Doyle B.Ed CFP
Doyle Wealth Management 
200-395 Stafford St 
Winnipeg, Manitoba R3M 2X4
Phone: 204-999-3449

________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Tuesday, December 16, 2025 1:34:39 PM
To: Yarow, Salma <Salma.Yarow@canadalife.com>; Jay Doyle <jay@mcarthurfinancial.ca>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: RE: Simple Protect issues 60926176-5 RUSH SIMPLEPROTECT ISSUE - C24582047 


Hello Salma & Jay,

Thank you for contacting Workspace Support regarding this issue.

@Doyle, Jay Please confirm if the application is for a term product.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 16, 2025 11:05 AM
To: Doyle, Jay <jay@mcarthurfinancial.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: RE: Simple Protect issues 60926176-5 RUSH SIMPLEPROTECT ISSUE - C24582047

Hi Jay,

You will typically receive a response from the Workspace team within a day or two with guidance on how to resolve this.

I’ve also reached out to our escalation team and requested that a response be sent to you today.

You should hear back from their team soon.

Thank you,
Salma

Salma Yarow
Regional Sales Associate,
Insurance Distribution

Email: salma.yarow@canadalife.com

Phone Number: 416-552-3912
For all inforce inquiries and requests, please contact client service: 1-888-252-1847 
MGA/NA Life canindserv@canadalife.com
Advisor Solutions Life inforcelifeclientservicelondon@canadalife.com
Living Benefits livingbenefitsclientservice@canadalife.com

 
For in-force policy, form or process questions: Save time by Live Chat on Workspace with this link  Support
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. 

From: Jay Doyle <jay@mcarthurfinancial.ca> 
Sent: December 16, 2025 10:44 AM
To: Yarow, Salma <Salma.Yarow@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] Re: Simple Protect issues 60926176-5 RUSH SIMPLEPROTECT ISSUE 

What is the eta for resolving this? Jay Doyle B. Ed CFP Doyle Wealth Management 200-395 Stafford St Winnipeg, Manitoba R3M 2X4 Phone: 204-999-3449 From: Yarow, Salma <Salma. Yarow@ canadalife. com> Sent: Tuesday, December 16, 2025 9: 40: 16
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
What is the eta for resolving this?

Jay Doyle B.Ed CFP
Doyle Wealth Management 
200-395 Stafford St 
Winnipeg, Manitoba R3M 2X4
Phone: 204-999-3449

________________________________________
From: Yarow, Salma <Salma.Yarow@canadalife.com>
Sent: Tuesday, December 16, 2025 9:40:16 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Jay Doyle <jay@mcarthurfinancial.ca>
Cc: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: RE: Simple Protect issues 60926176-5 RUSH SIMPLEPROTECT ISSUE 
 
Thank you for the below Jay.
 
Hi @Workspace Support,
 
Can you please assist Jay with the below SimpleProtect issue and have this issue resolved asap?:
 
60926176-5
 
Side note another client needed changes to their app and it worked fine. However, The application listed above I have re-sent the application for review three times and all three times the client has sent it back  for changes. When I try and change it, everything stays locked. 
 
Not sure what’s going on with this one, but I would like it fixed, please
 
Thank you,
Salma
 
Salma Yarow
Regional Sales Associate,
Insurance Distribution
 
 
From: Jay Doyle <jay@mcarthurfinancial.ca> 
Sent: December 16, 2025 10:15 AM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Cc: Yarow, Salma <Salma.Yarow@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Simple Protect issues 
 
60926176-5 Side note another client needed changes to their app and it worked fine However, The application listed above I have re-sent the application for review three times and all three times the client has sent it back for changes. When
60926176-5
 
Side note another client needed changes to their app and it worked fine 
 
However, The application listed above I have re-sent the application for review three times and all three times the client has sent it back  for changes. When I try and change it, everything stays locked. 
 
Not sure what’s going on with this one, but I would like it fixed, please
 
Jay Doyle B.Ed CFP
Doyle Wealth Management 
200-395 Stafford St 
Winnipeg, Manitoba R3M 2X4
Phone: 204-999-3449
 
________________________________________
From: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Sent: Tuesday, December 16, 2025 8:30:30 AM
To: Jay Doyle <jay@mcarthurfinancial.ca>
Cc: Yarow, Salma <Salma.Yarow@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Simple Protect issues 
 
Hi Jay,
 
I have cc'd the necessary parties to help out with your Simple Protect issue. You'll need to provide them with an application #.
 
Thanks,
 
Kris",True,2025-12-18T15:47:46.000+0000,False,False,0050A000000qsPeQAI,2025-12-16T19:33:25.000+0000,0050A000000qsPeQAI,2025-12-18T15:47:47.000+0000,0050A000000qsPeQAI,2025-12-18T15:47:47.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htlP2YAI,False,,24582696,0030A00000ChnHOQAZ,0010A00000DJLG6QAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Workspace MFA
***********
Hi Jean-Luc , thank you for contacting the workspace support today.

To recap our call, we set up your multifactor authentication for your workspace account, and you were able to sign in.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T19:51:42.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T19:42:41.000+0000,005OH00000BFQFCYA5,2025-12-16T19:56:29.000+0000,005OH00000BFQFCYA5,2025-12-16T19:56:29.000+0000,(647)405-2437,,jlmaclean@codefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htlTsYAI,False,,24584244,003G0000018f6QUIAY,0010A000002wOMqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustration log in  issue,Medium,"KB0020858 - authenticated and reset password in ISAM. Reset password for LL user ID.. issue resolved.
======================

Hi Angelo,

Thank you for contacting the workspace support about an issue logging to access inforce illustration.

We have updated your access on our end ad successfully reset your password. We can confirm that you were able to successfully log in to the illustration.

Appreciate your patience and time calling us today. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-16T20:20:49.000+0000,False,False,005OH00000BFPZHYA5,2025-12-16T20:05:39.000+0000,005OH00000BFPZHYA5,2025-12-16T22:22:16.000+0000,005OH00000BFPZHYA5,2025-12-16T22:22:16.000+0000,(905)476-9821,,financialservices@angelosetten.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htm9nYAA,False,,24583407,0030A0000029aovQAA,0010A000002vzslQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T19:52:53.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T19:52:53.000+0000,005OH00000BfonJYAR,2025-12-16T19:52:54.000+0000,005OH00000BfonJYAR,2025-12-16T19:52:54.000+0000,(250)248-3909,,mae-claire.locke@ipcc.org,(250)248-3632,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htmWKYAY,False,,24582042,003OH00000M95yLYAR,001OH00000QuqrbYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration ERR w2310,Medium,"*12/16*
----------------
KB0023745 
Maria Castro
p7621
trying to register for Workspace, err w2310
tried to enter the correct activation code and it still error'd 
selected change email and followed on screen steps, updated email and signed in, attempted to log into Workspace and activate again, it was successful, user able to log into WOrkspace 

*email*
----------------

Good afternoon Maria, 

Thank you for contacting the Workspace Support Team with your inquiry. 

While registering for Workspace you received ERR 2310. This was due to either your activation code being incorrect or the email  you registered with not matching the one that was in Workspace, we confirmed it was not your activation code so we updated your email to the one on record and when we attempted the activation again it was successful, you were able to log into Workspace. If you have any questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T22:43:04.000+0000,False,False,005OH000008919xYAA,2025-12-16T19:33:22.000+0000,005OH000008919xYAA,2025-12-16T22:43:04.000+0000,005OH000008919xYAA,2025-12-16T22:43:04.000+0000,(604)657-9205,,mcastro.mhes5@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htnaWYAQ,False,,24585701,003G0000018f6ZVIAY,0010A000002wOWaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application issue - INC1940025,Medium,"*** DDS 17DEC2025 ***
new link sent to advisor

*** DDS 16DEC2025 ***
INC1940025 submitted, active link in swagger not opening, getting an error in both edge and chrome for 60920090-1

Advisor is calling regarding case-24234640. They were upset as they are not getting reply back for their email. Called assist line and call transferred to Jennifer. They will sent her a new link for the application to be signed by a insurer.

------------------------------------EMAIL CHAIN:

Hello Karen,

I have heard back from our Digital Hub team, and they have provided a new link to send to the insured for application 60920090-1. The expected data is the same as below.

Link - https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=d25a76d3-365e-44bd-b61e-f062c1497f12

Please let me know if you run into any further issues as I am happy to assist.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hi Karen,

Thank you for testing the link while we were on the call and providing the information below regarding the error message you are getting when you tried to open the link in Edge and Chrome. I have escalated the issue to our Digital Hub team and I will follow up with you as soon as I hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Karen Debergh <Debergh@slaterwealth.ca> 
Sent: December 16, 2025 4:22 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Application number 60919641-6***high priority 24234640/24585701/INC1940025

Hmmm… can't reach this page simpleprotect. canadalife. ca took too long to respond Try: Search the web for simpleprotect canadalife ca Checking the connection Checking the proxy and the firewall ERR_CONNECTION_TIMED_OUT Karen Debergh, CFP CEA
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hmmm… can't reach this page
simpleprotect.canadalife.ca took too long to respond
Try:
•	Search the web for simpleprotect canadalife ca
•	Checking the connection
•	Checking the proxy and the firewall
ERR_CONNECTION_TIMED_OUT


   Karen Debergh, CFP CEA
                    Financial Planner
                                       debergh@slaterwealth.ca
                                       519-627-8793
                            

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 16, 2025 4:14 PM
To: Karen Debergh <Debergh@slaterwealth.ca>
Subject: RE: Application number 60919641-6***high priority 24234640/24585701

Hello Karen,

I am happy we were able to touch base today regarding the applications below. Please see the link below to send to the Insured for signature for application 60920090-1.

Link: http://simpleprotect.canadalife.ca/public/verify?uuid=d25a76d3-365e-44bd-b61e-f062c1497f12
Expected data:
Name: Cathcart-Molitor
Postal Code: M7T6M4 
Date of birth : Aug 24, 2009

Please see the link below for bank account formats:

Bank account formats

Please let me know if there is anything else I can assist with.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T21:07:49.000+0000,False,False,005OH000006wv2TYAQ,2025-12-16T20:27:16.000+0000,005OH00000BFiyTYAT,2025-12-17T15:57:43.000+0000,005OH000006wv2TYAQ,2025-12-17T15:57:43.000+0000,(519)491-2120,5196278793,debergh@slaterwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htoGRYAY,False,,24582493,0030A000001aZ20QAE,0010A000002wN18QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client's mailing address not showing in Workspace - INC1940547,Medium,"*** DDS 02MAR2026 ***
address updated, advised user
*** DDS 29JAN2026 ***
latest update on ticket - fix targeted for Feb 27

*** DDS 17DEC2025 ***
INC1940547 submitted

***DDS Dec.16/2025***
ASA was inquiring about the ""mailing address not available"" message under the joint product for one of the policies in Workspace for John Leonard & Marilyn Leonard. Logged in as the advisor to Workspace, investigated further by pulling up the two policies ( 410766562/410766463 ) in Co-pilot confirmed both policies had the correct address in Co-pilot. Reached out to the assist line for help and concluded this needed to be Escalated to L2, Put the email from the user in the SL ADSL folder per request.

-------------------------------------EMAIL CHAIN:

Good morning Trudy,

I apologize for the delay in follow up as a back-end change was required. We have heard back from our Digital Hub team, and the address is now visible in Workspace for this policy. Please let me know if you have any questions or if there is anything else we can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


-------------------------

Hello Trudy,

Thank you for contacting Workspace Support regarding the address issue for this policy. I have escalated the issue to our Digital Hub team for correction, and I will follow up with you as soon as I hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


_____________________________________________
From: Smith, Trudy <Trudy.Smith@canadalife.com> 
Sent: December 15, 2025 12:33 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: John Leonard & Marilyn Leonard - Address on WS not available on joint product? - C24582493/INC1940547


Hi, for our client under advisor Brittany Hudson, when you click into their joint products, comes up mailing address not available. Should it not be there?
Url 1 Asset: 410766463
However on Url 2, Asset: 410766562 it is there. Can this be fixed on Url 1? 
Address should be 299 Regional Hwy 47, Goodwood ON L0C 1A0
Thank you in advance!

Trudy Smith 
Advisor Support Associate| Advisor Support & Solutions
trudy.smith@advicecanada.com | 343-302-5625
Upcoming Vacation: Dec 19, 29-31
 
 << OLE Object: Picture (Device Independent Bitmap) >> 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.",True,2026-03-02T13:48:34.000+0000,False,False,005OH000006wv2TYAQ,2025-12-16T19:39:44.000+0000,005OH00000BFQFBYA5,2026-03-02T13:48:34.000+0000,005OH000006wv2TYAQ,2026-03-02T13:48:34.000+0000,(289)385-2502,(289) 385-2502,brittany@b-cfinancial.com,(705)874-1320,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htoQ7YAI,False,,24580793,0035o000004BpgiAAC,0015o000004ljFUAAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,White Screen Simple Protect,Medium,"***DDS 2025-12-16***
User tried clearing cache and cookies as per instructions, tried using a different browser and tried using a different computer but was still encountering the same white screen issue.
User was encountering this issue in October, but was able to submit 2 applications on December 1st and is now unable to access SP again.
DDS escalated issue to L2.

***DDS 2025-12-16***
User got a white screen when trying to access Simple Protect (step by step breakdown of steps included as screenshot).
User showed that NewBusiness settings are properly configured through screenshots.
DDS advised user to clear cache and cookies and try again.
 
================================================================================

User's Name: Mylene Boulanger
Email: mboulanger@assante.com
SF ID: 005OH00000BYaPJYA1

Advisor Name: Michael Roy
Email: MRoy@assante.com
Code: D8080
SF ID: 0055o000001np7qAAA
Note advisor is not registered for Workspace

================================================================================
****Email Chain**
Bonjour Mylène,

Merci pour votre courriel concernant votre problème de Simplement Protégée. Pouvez vous essayer de vider vos caches et vos cookies en suivant les instructions ci-dessous selon le navigateur que vous utilisez :
Microsoft Edge :
1.	Appuyez sur les 3 petits points en haut à droite de votre écran et sélectionnez Paramètres
2.	Sélectionnez Confidentialité, recherche et services
3.	Dans la section, Effacer les données de navigation, choisissez Choisir les éléments à effacer
4.	Changez Intervalle de temps à À tout moment (1) et assurez que seulement Cookies et autres données de site (2) et Images et fichiers mis en cache (3) sont sélectionnés
5.	Appuyez sur Effacer maintenant¬¬ (4)
 

Google Chrome :
1.	Appuyez sur les trois petits points en haut à droite de votre écran et sélectionnez Paramètres
2.	Sélectionnez Confidentialité et sécurité
3.	Pour la période, sélectionnez Toutes les données (1) et assurez que seulement Cookies et autres données de site (2) et Images et fichiers mis en cache (3) sont sélectionnés
4.	Appuyez sur Supprimer les données (4)
 

Après ces étapes, déconnectez de votre compte Espace Affaires et essayez encore d’accéder à Simplement Protégée. Si vous rencontrez toujours des problèmes après ces étapes, n’hésitez pas à répondre à ce courriel et téléphonez-nous à 1-800-475-7001 et nous pourrons vous assister.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Boulanger, Mylène <mboulanger@assante.com> 
Sent: December 15, 2025 11:37 AM
To: Dupras, Julie <Julie.Dupras@canadavie.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Accès

C’est difficile à voir comme c’est blanc sur blanc mais ça fait ça Mylène Boulanger Conseillère en sécurité financière – Équipe Michaël Roy mboulanger@ assante. com Tél. : 450 250-0722 Fax : 450 250-1007 Adresse 1200 Rue Daniel - Johnson O 4e
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
C’est difficile à voir comme c’est blanc sur blanc mais ça fait ça

 
Mylène Boulanger	 
Conseillère en sécurité financière – Équipe Michaël Roy 

mboulanger@assante.com
Tél. : 450 250-0722
Fax : 450 250-1007
Adresse 
1200 Rue Daniel - Johnson O 4e étage Suite 4000, Saint-Hyacinthe, QC J2S 7K7
Veuillez noter que je suis disponible du lundi au jeudi.	
     	
 	

AVERTISSEMENT DE CONFIDENTIALITÉ: Le présent courriel est destiné uniquement au(x) destinataire(s) susmentionné(s). Son contenu est confidentiel. Si vous avez reçu ce courriel par erreur, veuillez nous en aviser immédiatement et l'effacer sans en tirer de copie, ni en dévoiler le contenu, ni prendre quelque mesure fondée sur celui-ci. Merci.
CONFIDENTIALITY NOTICE: This e-mail message is intended only for the above-mentioned recipient(s). Its content is confidential. If you have received this e-mail by error, please notify us immediately and delete it without making a copy, nor disclosing its content nor taking any action based thereon. Thank you.
De : Dupras, Julie 
Envoyé : 11 décembre 2025 16:18
À : Workspace Support 
Cc : Boulanger, Mylène 
Objet : TR: Accès
Importance : Haute
External email – exercise caution opening links/attachments. 
Bonjour, voir de bas en haut.
La conseillère a une page blanche.
Mylène, peux-tu faire une impression d’écran et faire une réponse à tous.
merci
 
•	Dernière chance avant le 31 décembre : Faites profiter vos clients de 3 mois gratuits sur une assurance maladie grave en souscrivant sur la même proposition une vie ou une invalidité. Voir les détails ici : Page de ressources pour les conseillers
•	Last chance before December 31st: Offer your clients 3 months of free critical illness insurance when they apply for life or disability coverage on the same application. See details here: Advisor resource page
________________
Julie Dupras, Directrice régionale des ventes – Assurance / Regional Sales Manager- Insurance
Cell: 514-969-2857
Karina Cariel, Représentante régionale des ventes – Assurance, Soutien interne aux ventes 
Regional Sales Representative – Insurance, Inside Sales Karina.Cariel@canadavie.com - 514-938-9828
Mélissa Gbago, B.Sc., M.Sc. Associée Régionale des Ventes | Regional Sales Associate Melissa.gbago@canadavie.com - 438-316-5071
 
______________________________________________________________________________________________
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus
De : Boulanger, Mylène <mboulanger@assante.com> 
Envoyé : 11 décembre 2025 16:11
À : Dupras, Julie <Julie.Dupras@canadavie.com>
Objet : [EXT] RE: Accès
Oui, exactement! Mylène Boulanger Conseillère en sécurité financière – Équipe Michaël Roy mboulanger@ assante. com Tél. : 450 250-0722 Fax : 450 250-1007 Adresse 1200 Rue Daniel - Johnson O 4e étage Suite 4000, Saint-Hyacinthe, QC J2S 7K7 Veuillez
Oui, exactement!
Mylène Boulanger	 
Conseillère en sécurité financière – Équipe Michaël Roy 

mboulanger@assante.com
Tél. : 450 250-0722
Fax : 450 250-1007
Adresse 
1200 Rue Daniel - Johnson O 4e étage Suite 4000, Saint-Hyacinthe, QC J2S 7K7
Veuillez noter que je suis disponible du lundi au jeudi.	
     	
 	

AVERTISSEMENT DE CONFIDENTIALITÉ: Le présent courriel est destiné uniquement au(x) destinataire(s) susmentionné(s). Son contenu est confidentiel. Si vous avez reçu ce courriel par erreur, veuillez nous en aviser immédiatement et l'effacer sans en tirer de copie, ni en dévoiler le contenu, ni prendre quelque mesure fondée sur celui-ci. Merci.
CONFIDENTIALITY NOTICE: This e-mail message is intended only for the above-mentioned recipient(s). Its content is confidential. If you have received this e-mail by error, please notify us immediately and delete it without making a copy, nor disclosing its content nor taking any action based thereon. Thank you.
De : Dupras, Julie <Julie.Dupras@canadavie.com> 
Envoyé : 11 décembre 2025 15:38
À : Boulanger, Mylène <mboulanger@assante.com>
Objet : RE: Accès
External email – exercise caution opening links/attachments. 
Bonjour Mylène, ça fait quoi, toujours la page blanche?
 
•	Dernière chance avant le 31 décembre : Faites profiter vos clients de 3 mois gratuits sur une assurance maladie grave en souscrivant sur la même proposition une vie ou une invalidité. Voir les détails ici : Page de ressources pour les conseillers
•	Last chance before December 31st: Offer your clients 3 months of free critical illness insurance when they apply for life or disability coverage on the same application. See details here: Advisor resource page
________________
Julie Dupras, Directrice régionale des ventes – Assurance / Regional Sales Manager- Insurance
Cell: 514-969-2857
Karina Cariel, Représentante régionale des ventes – Assurance, Soutien interne aux ventes 
Regional Sales Representative – Insurance, Inside Sales Karina.Cariel@canadavie.com - 514-938-9828
Mélissa Gbago, B.Sc., M.Sc. Associée Régionale des Ventes | Regional Sales Associate Melissa.gbago@canadavie.com - 438-316-5071
 
______________________________________________________________________________________________
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus
De : Boulanger, Mylène <mboulanger@assante.com> 
Envoyé : 11 décembre 2025 15:33
À : Dupras, Julie <Julie.Dupras@canadavie.com>
Objet : [EXT] TR: Accès
Hola Julie, Est-que j’avais eu un suivi pour cela? Je ne crois pas avoir reçu quelque chose. J’avais réussi à remplir 2 propositions le 1er décembre… maintenant je devais en refaire une aujourd’hui et rien… Peux-tu
Hola Julie, 

Est-que j’avais eu un suivi pour cela? Je ne crois pas avoir reçu quelque chose. 

J’avais réussi à remplir 2 propositions le 1er décembre… maintenant je devais en refaire une aujourd’hui et rien… 

Peux-tu m’aider rapidement? 

Merci beaucoup, 
Mylène Boulanger	 
Conseillère en sécurité financière – Équipe Michaël Roy 

mboulanger@assante.com
Tél. : 450 250-0722
Fax : 450 250-1007
Adresse 
1200 Rue Daniel - Johnson O 4e étage Suite 4000, Saint-Hyacinthe, QC J2S 7K7
Veuillez noter que je suis disponible du lundi au jeudi.	
     	
 	

AVERTISSEMENT DE CONFIDENTIALITÉ: Le présent courriel est destiné uniquement au(x) destinataire(s) susmentionné(s). Son contenu est confidentiel. Si vous avez reçu ce courriel par erreur, veuillez nous en aviser immédiatement et l'effacer sans en tirer de copie, ni en dévoiler le contenu, ni prendre quelque mesure fondée sur celui-ci. Merci.
CONFIDENTIALITY NOTICE: This e-mail message is intended only for the above-mentioned recipient(s). Its content is confidential. If you have received this e-mail by error, please notify us immediately and delete it without making a copy, nor disclosing its content nor taking any action based thereon. Thank you.
De : Boulanger, Mylène 
Envoyé : 30 octobre 2025 16:20
À : Dupras, Julie <julie.dupras@canadavie.com>
Objet : Accès
Bonjour Julie, 

Je m’excuse mais je n’arrive pas à comprendre pourquoi je n’arrive pas à faire des propositions électroniques. Je te laisse ce que je vois… la page devient blanche à la fin… 

Merci beaucoup!

 
 
 

 
 
 
Mylène Boulanger	 
Conseillère en sécurité financière – Équipe Michaël Roy 

mboulanger@assante.com
Tél. : 450 250-0722
Fax : 450 250-1007
Adresse 
1200 Rue Daniel - Johnson O 4e étage Suite 4000, Saint-Hyacinthe, QC J2S 7K7
Veuillez noter que je suis disponible du lundi au jeudi.	
     	
 	

AVERTISSEMENT DE CONFIDENTIALITÉ: Le présent courriel est destiné uniquement au(x) destinataire(s) susmentionné(s). Son contenu est confidentiel. Si vous avez reçu ce courriel par erreur, veuillez nous en aviser immédiatement et l'effacer sans en tirer de copie, ni en dévoiler le contenu, ni prendre quelque mesure fondée sur celui-ci. Merci.
CONFIDENTIALITY NOTICE: This e-mail message is intended only for the above-mentioned recipient(s). Its content is confidential. If you have received this e-mail by error, please notify us immediately and delete it without making a copy, nor disclosing its content nor taking any action based thereon. Thank you.
________________________________________
This email message, including any attachments, is intended only for the person or entity to which it is addressed and may contain confidential or privileged material. If you are not the intended recipient, any review, re-transmission, dissemination, distribution, copying or other use of the contents of this email is prohibited and may be unlawful. If you have received this communication in error, please notify the sender immediately and destroy this email and its contents. Email is not secure. Do not send any confidential or personal information via email. All email messages received by us are archived and subject to review. Nothing in this email is intended to provide, or should be relied upon for, accounting, legal or tax advice or recommendations. In addition, nothing in this email constitutes an offer to sell or a solicitation of an offer to purchase any investment or security. 
Ce courrier électronique, y compris ses pièces jointes, est exclusivement à l’intention de la personne ou l’entité destinataire et peut contenir des documents et renseignements confidentiels ou privilégiés. Si vous n’en êtes pas le destinataire, sachez que toute révision, réexpédition, communication, distribution, copie ou tout autre usage des renseignements contenus dans ce courriel sont interdits et peuvent s’avérer illicites. Si vous avez reçu cette communication par erreur, veuillez immédiatement en informer l’expéditeur et détruire ce courriel et son contenu de façon sécuritaire. Les courriels ne constituent pas un moyen de communication sécuritaire. N’envoyez pas de renseignements confidentiels ou personnels par courriel. Tous les courriers électroniques que nous recevons sont archivés et peuvent faire l’objet d’une évaluation. Le présent courriel n’a pas pour effet de fournir, ou servir de fondement pour des conseils ou recommandations comptables, juridiques ou fiscaux. Par ailleurs, ce courriel ne saurait en aucun cas constituer une offre de vente ou une sollicitation d’achat de placements ou de titres.",True,2025-12-16T19:14:48.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T19:14:48.000+0000,005OH00000AX0rVYAT,2025-12-16T19:50:46.000+0000,005OH00000AX0rVYAT,2025-12-16T19:50:46.000+0000,(450)250-0722,,mroy@assante.com,(450)250-1007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htoUxYAI,False,,24581338,0030A0000029Z7sQAE,0010A000002vySOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T19:23:11.000+0000,False,False,005OH000007fgYjYAI,2025-12-16T19:23:11.000+0000,005OH000007fgYjYAI,2025-12-16T19:23:11.000+0000,005OH000007fgYjYAI,2025-12-16T19:23:11.000+0000,(514)717-7170,514-262-3556,ralphadiorio@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htpMEYAY,False,,24585198,0030A0000029bhlQAA,0010A000002w0ZLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password Reset,Medium,"NAME: PIERRE A JEAUROND
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: C4515
PHONE: +16137982424 
EMAIL: pierre@ifs-asf.ca 
 
ISSUE: 
User is trying to log into their account but is failing. 
They are also not able to reset the password
 
AUTHENTICATION (If Required):
KB0017399  
Authenticated user as MGA advisor
Did not pass last log in questions
Asked for email and address on file
 
FINDINGS:
Account is locked which is why they can’t reset password 
 
TROUBLESHOOTING/RESOLUTION:
 Authenticated user and unlocked account.
 
EMAIL:
 
--------------------------------------***DDS DEC/16/2025***--------------------------
Hello Pierre,
Thank you for contacting Workspace Support about accessing your workspace account.
On the call today, I was able to unlock your account from our backend system which gave you access to reset your password through the site. You confirmed that you were able to update your password and sign in on the call today
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-16T20:30:20.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T20:19:37.000+0000,005OH00000BGf2TYAT,2025-12-17T17:43:31.000+0000,005OH00000BGf2TYAT,2025-12-17T17:43:31.000+0000,(613)798-2424,,pierre@ifs-asf.ca,(613)725-5098,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htqN6YAI,False,,24586462,003OH00000ZHK7rYAH,001OH00000jEBBSYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"KB0017316 - User is inquiring how to register for Workspace. Directed to the register page- User ID registration completed. 

Email: nick@groupmcusa.com
User ID: NBAKISH 
Code: H8399

*************************************************************************
Good afternoon, Mark 
  
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
Now that you are registered for your User ID (formerly known as Repnet), you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 
  
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T20:43:12.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T20:38:11.000+0000,005OH00000BG5v4YAD,2025-12-16T20:44:05.000+0000,005OH00000BG5v4YAD,2025-12-16T20:44:05.000+0000,(514)501-3558,,nick@grouprmcusa.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htqlDYAQ,False,,24585768,0030A0000029mSHQAY,0010A000002w9S0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:28:18.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T20:28:18.000+0000,005OH000004Ir1xYAC,2025-12-16T20:28:19.000+0000,005OH000004Ir1xYAC,2025-12-16T20:28:19.000+0000,(403)532-1651,(587) 885-1672,samantha@livefreeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htrURYAY,False,,24583322,0030A0000029eZmQAI,0010A000002w2tLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reports,Medium,"NAME: ELIZABETH R SECORD 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: 19336
PHONE: 19058926166 
EMAIL: bsecord@bujoldsteele.ca 
 
ISSUE: 
User is trying to create a report on workspace 
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User was not seeing any results in the reports because they need to adjust the filters.
 
TROUBLESHOOTING/RESOLUTION:
Connected to user through logmein and was able to build the reports for user and save to their device. 
 
EMAIL:
 
--------------------------------------***DDS DEC/16/2025***--------------------------
Hello Beth,
Thank you for contacting Workspace Support today. It was my pleasure to help you with building your requested reports.
On the call today, through a logmein session, I was able to create two reports (address and in force client) and save it to your device for your ease of access. In the future, to view these reports that I have saved for you, please check your downloaded excel files on your computer. 
Additionally, you can create more reports on workspace when you go to the reports tab, search up key words for the report type and select the report that best fits your requirement. Make sure to edit the filters for each report and put your name in as account owner to view your own accounts.
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-16T20:22:03.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T19:51:42.000+0000,005OH00000BGf2TYAT,2025-12-17T17:43:49.000+0000,005OH00000BGf2TYAT,2025-12-17T17:43:49.000+0000,(289)213-6418,,bethsecord123@gmail.com,(905)735-4421,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htrpKYAQ,False,,24581022,003G0000018f7jRIAQ,0010A000002wPppQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect Issue,Medium,"User was trying to submit applications for Simple Protect but was having issues. User was able to submit one application but was unable to find it in the system. 
User just indicated that he clicks on Edit on the application and nothing happens. 
User will contact us back when he get his password to do logmein. 

Code: W2353 
Email: rsinclair@sbwdirection.com 

**************************************************************************
Good afternoon, Roger 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Simple Protect!
 
Please let me know the best time available to give you a call once you get your password so we can perform logmein123 (sharing screen). 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T19:31:29.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T19:18:07.000+0000,005OH00000BG5v4YAD,2025-12-16T19:31:30.000+0000,005OH00000BG5v4YAD,2025-12-16T19:31:30.000+0000,(902)425-6438,(902) 456-3153,rsinclair@sbwdirection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htrpMYAQ,False,,24583698,003OH00000YzX6kYAF,001OH00000ieG6WYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Caller not part of the initial rollout for CIAM,Medium,"***DDS SL Dec 16 2025***

Caller not part of initial rollout for CIAM 
Will need escalation 
===Email Chain===

Good afternoon Eddie, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today regarding your registration for Workspace.  
We have escalated this issue to the Digital Lab team, for support in finalizing the required items for your registration. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T14:19:21.000+0000,False,False,005OH000001yNnaYAE,2025-12-16T19:57:37.000+0000,005OH000001yNnaYAE,2025-12-17T14:19:21.000+0000,005OH000001yNnaYAE,2025-12-17T14:19:21.000+0000,(226)977-2835,,eddie.santosribasneto@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htsFFYAY,False,,24583173,003G000001B4Y3cIAF,0010A000002wQIBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Partner User Password Reset or Account Unlock,Medium,"***DDS*** 12/16/25
Name:  Kelvin krips
Phone:  403-742-2777
Agent code: E5585  
Reference: KB0017399

Hello Kelvin,

Thank you for contacting Workspace Support today regarding resetting MFA and unlocking workspace password.

To recap our call for today:
We disconnected MFA, 
Unlock your password.
Reset up MFA
Logged in, loged out and back inagain.
Success.
Kelvin wanted to log into his MGA to make sure it’s still ok.
Kelvin is able to log into MGA Workspace successfully.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-16T20:13:18.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T19:49:27.000+0000,005OH00000BGeeHYAT,2025-12-16T20:23:19.000+0000,005OH00000BGeeHYAT,2025-12-16T20:23:19.000+0000,(403) 343-2252,(403) 343-2252,kelvin@everybodybenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htsVKYAY,False,,24582199,003OH000007m1fLYAQ,001OH000009XDB2YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T19:35:34.000+0000,False,False,0055o000001t1uPAAQ,2025-12-16T19:35:34.000+0000,0055o000001t1uPAAQ,2025-12-16T19:35:35.000+0000,0055o000001t1uPAAQ,2025-12-16T19:35:35.000+0000,(647)963-4890,,ziren.wang.cfa@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000httG6YAI,False,,24584611,003G000001D2z3wIAB,001G000000urMrgIAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:10:44.000+0000,False,False,0050A000000WjqvQAC,2025-12-16T20:10:44.000+0000,0050A000000WjqvQAC,2025-12-16T20:10:45.000+0000,0050A000000WjqvQAC,2025-12-16T20:10:45.000+0000,(613) 342-2555,,stephanie.foley@leonardgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000httSyYAI,False,,24581958,003OH00000W6gi5YAB,001OH00000dFq0AYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T19:32:06.000+0000,False,False,0055o000001h4cFAAQ,2025-12-16T19:32:06.000+0000,0055o000001h4cFAAQ,2025-12-16T19:32:06.000+0000,0055o000001h4cFAAQ,2025-12-16T19:32:06.000+0000,(204)259-1982,,adam.sefton@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htuLrYAI,False,,24584992,0030A0000029ZTFQA2,0010A000002vyjyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:16:37.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T20:16:37.000+0000,005OH00000BfonJYAR,2025-12-16T20:16:37.000+0000,005OH00000BfonJYAR,2025-12-16T20:16:37.000+0000,(250)203-6053,(250) 203-6053,dustinwhiteside@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htuVSYAY,False,,24581144,0031600002YQR0TAAX,0010A000002wOCaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor having issues logging into Advice Canada and WS.
***********
Hi   Andrew , thank you for contacting the workspace support today.

To recap our call, you were having some issues signing onto Advice Canada and workspace with some troubleshooting we were able to fix the issue.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T19:40:31.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T19:20:12.000+0000,005OH00000BFQFCYA5,2025-12-16T19:42:37.000+0000,005OH00000BFQFCYA5,2025-12-16T19:42:37.000+0000,(613)882-0350,(613) 882-0350,andrew@tricomifinancial.com,(613)366-7489,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htuk3YAA,False,,24588876,0035o000007Hs3jAAC,0015o000007yNOXAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:19:34.000+0000,False,False,005OH000006owoYYAQ,2025-12-16T21:19:34.000+0000,005OH000006owoYYAQ,2025-12-16T21:19:34.000+0000,005OH000006owoYYAQ,2025-12-16T21:19:34.000+0000,(306)535-4517,,stephanie@pittsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htvZkYAI,False,,24584655,0030A0000029aPRQAY,0010A000002vzZ5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign in.
*************

Hi Paul , thank you for contacting the workspace support today.

To recap our call,  you were having issues signing into your workspace account. You were able to reset your password and sign in. You also had some concerns about the products and quotes; I will provide a link that should be helpful. If you still need assistance, please contact your regional sales associate Josee Ledoux Josee.Ledoux@canadavie.com

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T20:35:23.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T20:11:23.000+0000,005OH00000BFQFCYA5,2025-12-16T20:50:15.000+0000,005OH00000BFQFCYA5,2025-12-16T20:50:15.000+0000,(514)594-5858,,pnhfin@gmail.com,(514)587-2490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htvwEYAQ,False,,24585096,0030A0000029fn5QAA,0010A000002w3ssQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:18:00.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T20:18:00.000+0000,005OH00000BfonJYAR,2025-12-16T20:18:00.000+0000,005OH00000BfonJYAR,2025-12-16T20:18:00.000+0000,(604)276-8081,(604) 518-5581,admin@elitewealthmanagement.ca,(778)653-0531,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htwfOYAQ,False,,24588131,003OH00000SXZoWYAX,001OH00000Yk6bqYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration - Activation Code,Medium,"***DDS 2025-12-16***
User was trying to enter an activation code but it would not be accepted for Workspace registration.
DDS found that user has already created a User ID and thus doesn't need an activation code.
DDS provided registration instructions to the user and advised user to call if they still encounter issues.
 
================================================================================
****Email Chain**
Bonjour Andrew,

Merci pour votre courriel concernant votre inscription à l’Espace Affaires. D’après ce qu’on peut voir, il semble que vous avez déjà créé votre nom d’utilisateur donc, vous n’avez plus besoin du code d’activation. Par contre, vous avez besoin de votre code de conseiller pour compléter votre inscription, qui peut être retrouvé sur APEXA. 

Vous pouvez suivre les étapes suivantes pour compléter votre inscription à l’Espace Affaires :
1.	Allez à Register.
2.	Entrez votre nom d’utilisateur et votre mot de passe associé.
a.	Si vous avez oublié votre nom d’utilisateur, envoyez un courriel à Distribution_Methodology@canadalife.com et ils pourront vous fournir votre nom d’utilisateur.
b.	Si vous avez oublié votre mot de passe, téléphonez-nous à 1-800-475-7001 et nous pourrons vous aider à réinitialiser ce mot de passe.
3.	Sur la prochaine page, entrez votre code de conseiller (que vous pouvez retrouver sur APEXA).
4.	Entrez votre adresse courriel et un mot de passe, ces information seront utilisés pour votre login à l’Espace Affaires.
5.	Acceptez les conditions d’utilisation.
6.	Un courriel de vérification va ensuit être envoyé à votre adresse courriel, ouvrez le courriel et cliquer sur le bouton rouge Vérifier pour compléter votre inscription.
7.	Allez à Espace affaires ouvrez une session — Canada Vie et entrez votre adresse courriel et mot de passe pour accéder à l’Espace Affaires.

Si vous avez besoin d’aides avec ces étapes, n’hésitez pas à nous appeler à 1-800-475-7001 et nous pourrons vous aider à compléter votre inscription à l’Espace Affaires.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Andrew Anglehart CSF <andrew.anglehart@mesfinancesmaliberte.ca> 
Sent: December 15, 2025 4:35 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] code d’activation

Bonjour, j'essaie de me connecter sur le site conseiller. Je suis a l'étape ou on me demande un code d'activation pourtant après avoir essayer a plusieurs reprises d'entrer le code que l'on ma fourni on me dit qu'il y a une erreur. est ce que
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, j'essaie de me connecter sur le site conseiller. Je suis a l'étape ou on me demande un code d'activation pourtant après avoir essayer a plusieurs reprises d'entrer le code que l'on ma fourni on me dit qu'il y a une erreur. est ce que j'avais un temps limité pour le faire? si oui est-il possible d'avoir un nouveau code?

Andrew Anglehart",True,2025-12-16T21:05:17.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T21:05:17.000+0000,005OH00000AX0rVYAT,2025-12-16T21:05:52.000+0000,005OH00000AX0rVYAT,2025-12-16T21:05:52.000+0000,(514)834-6913,,andrew.anglehart@mesfinancesmaliberte.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htwgvYAA,False,,24581589,0035o000003VR2eAAG,0015o0000048X9JAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for Workspace,Medium,"•	Reason for call: Needs to register for WS
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: logmein session to guide registration
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
==========================
Bonjour Louanne, 

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à vous inscrire à Workspace. 

Votre avis compte. Faites-nous savoir ce que vous pensez de la qualité du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T19:26:46.000+0000,False,False,005OH00000BFQFGYA5,2025-12-16T19:26:46.000+0000,005OH00000BFQFGYA5,2025-12-16T19:30:58.000+0000,005OH00000BFQFGYA5,2025-12-16T19:30:58.000+0000,(418)385-3216,,louanne.conseillere@beaudinasf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htwvTYAQ,False,,24583253,003OH00000YIE0xYAH,001OH00000hEaB9YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Caller Name: Conner Quiring
Advisor or support staff: Advisor 
Advisor Code: H7897 National Account.
Advisor Name: Conner Quiring	
Phone: 204-255-1293
Email: conner.quiring@edwardjones.com		
Siebel verification: completed
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: completed using KB0021888 with address/phone/email info as its registration issue.
Issue: Not able to sign into Workspace. ERR-W1281

FINDINGS: ERR-W1281> KB0020560
found testdummy account
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000C4LxFYAV%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000YJPtvYAH%26cntc%3D003OH00000YJPtvYAH%26id%3D005OH00000C4LxFYAV

checked Siebel, did a tim tam search and he provided and confirmed he created user ID, CONNERCRAB
checked isam and found ConnerCrab@clext is active. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000C4LxFYAV%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000YJPtvYAH%26cntc%3D003OH00000YJPtvYAH%26id%3D005OH00000C4LxFYAV

RESOLUTION: guided him to register for workspace. he received the verify now email and clicked it then it noted it would send him a 5 digit code to his email which he hasn't received as yet. he checked spam/junk, no luck. and he authenticated with the code sent to his email. 
code was received after 5 mins or so.
tested by having him sign in/out with success. he signed in again without a code the 2nd time.

--------------------------------------***DDS  12/16/2025***--------------------------
Hello Conner,

Thank you for contacting Workspace Support today regarding not being able to access your account and receiving ERR-W1281.

It was a pleasure speaking with you! 
 
To recap, we went through your account registration and you were able to login successfully after entering the 5 digit code sent to your email. https://workspace.canadalife.com/). 
 
We made sure to test by logging out and back in with success. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T20:07:55.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T19:50:32.000+0000,005OH00000AUS7aYAH,2025-12-16T20:22:07.000+0000,005OH00000AUS7aYAH,2025-12-16T20:22:07.000+0000,(204)255-1293,,conner.quiring@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htxZoYAI,False,,24582497,003G000001B5yWCIAZ,0010A000002wQNZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CRM inquiry,Medium,"*** DDS 17DEC2025 ***
inquiring about old FM policies not being transferred to new CRM (Equisoft), Equisoft is reporting this is doe to missing addresses, expected for FM policies

advised user policy numbers/assets not included in extract, cannot help with 3rd party software, addresses not available - known issue for this contract type

------------------------------------------------EMAIL CHAIN:

Hello Maria,

Thank you for contacting Workspace Support regarding the advisor’s questions related to their new CRM platform. No asset or product information was included in the CRM Extract as this data is not considered to be CRM data. For issues related to tools created by third-party vendors to pull data from Workspace to their platforms, we are unable to support or troubleshoot as these are not developed or owned by Canada Life and we would recommend reaching out directly to the vendor who created it. All the policies listed below are legacy FM policies and it is expected that address information will show ‘Not available’ in Workspace for this contract type. This is a known issue that will be resolved when the FM polices are moved over to an upgraded system and there is no current ETA. If the advisor has questions regarding the addresses for these products, please advise them to reach out to the Advisor Service Centre (1-888-252-1847 or Advisor Support Chat in Workspace). We also recommend that advisors continue to use Workspace to ensure data accuracy and a reliable experience. If you have any other questions regarding Workspace itself, please let me know as we are happy to help. 

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Zaplatina, Maria <Maria.Zaplatina@canadalife.com> 
Sent: December 15, 2025 12:52 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Policies not transfered to Equisoft due to address in Workspace - FW: [EXT] Request: #200924 - Policy missing in Equisoft - C24582497

Hi Team, 

The advisor (Nicolas St-Vincent) has chosen to use Equisoft as his CRM. During the transition, some policies have not been moved. Over the months, Equisoft support team has been working on correcting the issue. There are some remaining policies that they cannot moved and I received the following reason for it (translated to English. The original message is below): 

“I notice that some are still returning an error that prevents their import: MissingContactInformationError.
This error is often caused by a missing or empty value in the ""Owner's mailing address"" field for the policies in Workspace.
Since the underlying dataset in Workspace is quite complex, the gateway needs this information to create the policies and link them to the correct contacts.
To fix this, we need to ensure that the contacts’ addresses are properly populated in each respective policy. I believe this can be done in bulk by contacting Workspace directly. That’s what other clients have done”.

Can you please assist with fixing this problem for the following policies: 

B682941-8
B683496-7
B683496-7
B682941-8
B788736-0
8027514-6
7533872-7

Thank you! 

Regards / Cordialement,

Maria Zaplatina
Associée  | Soutiens aux conseillers
Associate  | Advisor Support
maria.zaplatina@canadalife.com 
maria.zaplatina@canadavie.com  



 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Alexandre Cantin-Brochu (Equisoft/connect) <support.connect@equisoft.com> 
Sent: 2-Dec-25 1:37 PM
To: Zaplatina, Maria <Maria.Zaplatina@canadalife.com>
Subject: [EXT] Request: #200924 - Policy missing in Equisoft

##- Please type your reply above this line -## Your support request has been updated. To review the status of the ticket and add updates, follow the link below: http: //kronos. zendesk. com/hc/requests/200924 You can also add a comment by replying
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##- Please type your reply above this line -##
Your support request has been updated. 
To review the status of the ticket and add updates, follow the link below:
http://kronos.zendesk.com/hc/requests/200924 
You can also add a comment by replying to this email.
Alexandre Cantin-Brochu (Equisoft/connect) 
Dec 2, 2025, 13:36 EST 
Bonjour Maria,
 
Je vois que Nicolas a refait une importation avec sa passerelle Canada-Life. Notre correctif semble avoir réglé une partie des polices manquantes, mais je constate que certaines retournent encore une erreur qui empêchent leur importation: MissingContactInformationError.
 
Cette erreur est souvent causée par une valeur manquante/vide dans le champ ""Owner's mailing address"" au niveau des polices dans Workspace. 
Puisque le jeu de données en arrière-plan de Workspace est plutôt complexe, la passerelle a besoin de cette information afin de créer les polices et les lier aux bons contacts. 
 
Pour corriger cela, il faudrait s'assurer de bien alimenter l'adresse des contacts dans chaque police respective. Je crois que ça peut être fait massivement en contactant Workspace directement. C'est ce que d'autres clients ont fait. 
 
N'hésitez pas si vous avez des questions. 
 
Merci !  
 
Alexandre Cantin-Brochu
Analyste d'affaires / Business Analyst

This email is a service from Equisoft/connect. Delivered by Zendesk 
[7P94LD-VKRX5]",True,2025-12-17T15:50:28.000+0000,False,False,005OH000006wv2TYAQ,2025-12-16T19:39:48.000+0000,005OH000006wv2TYAQ,2025-12-17T15:50:28.000+0000,005OH000006wv2TYAQ,2025-12-17T15:50:28.000+0000,(514)375-7000,(514) 817-1118,nstvincent@fiscalite-financiere.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htxegYAA,False,,24585981,0030A0000029mzCQAQ,0010A000002w9uGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:31:12.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T20:31:12.000+0000,005OH00000BfonJYAR,2025-12-16T20:31:12.000+0000,005OH00000BfonJYAR,2025-12-16T20:31:12.000+0000,(604)986-3481,,barry@soperfinancial.ca,(604)986-3491,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htxptYAA,False,,24581836,003OH00000IABHaYAP,001OH00000MKGyQYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup,Medium,"ASA-JINNIE CHO, advisor-H2953 LAURIE lynn DONALDSON
ASA needed assistance for MFa disconnect and setup new one. They were able to pass the authentication questions but we don't have phone number in siebel to call back for mFA disconnect. they are advised to contact distribution methodology to team for information update.

Hello Jinnie,

Thank you for calling workspace support team. It was a nice talking to you today. 

In our today’s call, you needed assistance with MFA disconnect. For MFA disconnect, we must call you back on the number we have on file for you. But I couldn’t locate your cell number. Please reach out to distribution methodology team at Distribution_Methodology@canadalife.com to have this information updated. Once updated, we will be happy to assist you further.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T19:56:11.000+0000,False,False,005OH00000BFiyTYAT,2025-12-16T19:30:21.000+0000,005OH00000BFiyTYAT,2025-12-16T23:08:13.000+0000,005OH00000BFPZHYA5,2025-12-16T23:08:13.000+0000,(604)235-5263,,ldonaldson@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htyXSYAY,False,,24582223,003G000001D2EKlIAN,0010A000002wRrTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T19:35:49.000+0000,False,False,005OH000003ds0PYAQ,2025-12-16T19:35:49.000+0000,005OH000003ds0PYAQ,2025-12-16T19:35:49.000+0000,005OH000003ds0PYAQ,2025-12-16T19:35:49.000+0000,(613)876-7640,(613) 703-9075,jeff.locke@eofs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htydzYAA,False,,24583631,003OH00000M92pLYAR,001OH00000QupHGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica workspace registration,Medium,"GRANT MICHAEL FUERGUTZ
Advisor was stuck on MFA code, they didn't had authenticator in their phone. after authentication, MFA removed and setup new one. They were able to login successfully.

Hello Grant,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today. 

In our today’s call, you needed assistance with workspace registration. You shared your screen with me and then we completed the authentication. You were stuck on MFA, but you could not find authenticator in your phone. We remove the MFA and setup again. This allows you to successfully complete the registration and login.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T20:20:58.000+0000,False,False,005OH00000BFiyTYAT,2025-12-16T19:56:30.000+0000,005OH00000BFiyTYAT,2025-12-16T20:20:59.000+0000,005OH00000BFiyTYAT,2025-12-16T20:20:59.000+0000,(250)862-3818,,gfuergutz.hvj59@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htykMYAQ,False,,24585714,003OH00000WA3NJYA1,001OH00000dL2WqYAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:27:29.000+0000,False,False,0055o000001h4cFAAQ,2025-12-16T20:27:29.000+0000,0055o000001h4cFAAQ,2025-12-16T20:27:29.000+0000,0055o000001h4cFAAQ,2025-12-16T20:27:30.000+0000,(204)987-3011,,jeremy.hutsebaut@swadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htyu1YAA,False,,24582098,0035o000006UWQxAAO,001G000000urMpkIAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client List report on IC,Medium,"kyc status inquiry 

**EMAIL**

Hi Kristy-Lee, 

Please ensure you’ve selected correct representative information. 
 

Cheers,

Atalanti (Ally) Hoffman

Advisor Service Representative
Quadrus Investment Services Ltd.
P: 1-888-532-3322 ext. 4105
F: 1-877-814-6492
E: atalanti.hoffman@canadalife.com


By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 

Upcoming planned absence:

 


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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
NOTE: To ensure that attachments are retained, please select forward when replying to this email

From: Kristy-Lee Fram <kristy-lee.f@encompasswealth.ca> 
Sent: December 16, 2025 2:55 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Hoffman, Atalanti <Atalanti.Hoffman@canadalife.com>
Subject: [EXT] RE: KYC /Case24582098

Good afternoon, For some reason I nothing come up when I run this report. Regards, Kristy-Lee Fram | Advisor Support Associate Encompass Insurance & Wealth Management Inc. 580-B Middle Side Road Amherstburg,ON, N9V 3R3 Phone: (519) 736-3504
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ZjQcmQRYFpfptBannerEnd
Good afternoon,

For some reason I nothing come up when I run this report. 

Regards, 

Kristy-Lee Fram | Advisor Support Associate
 
Encompass Insurance & Wealth Management Inc.
580-B Middle Side Road
Amherstburg,ON, N9V 3R3
 
Phone: (519) 736-3504 ext 4000
Email: kristy-lee.f@encompasswealth.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 


If you wish to unsubscribe, please reply with the word unsubscribe in the subject space.


Good afternoon Kristy-Lee,

Thank you for reaching out to Wealth Reporting Support team.

On Investment Centre, the Client List report does include KYC information (ex. last KYC update) for client/plan level. Please view reference below on how to retrieve the following report.

Step 1. Select Reports
Step 2. Select Marketing
Step 3. Select Client List
Step 4. Optional – select file format as .CSV Excel file 
Step 5. Generate report 

 



Please note there are additional ad-hoc reports available to advisors/delegates for Investment Centre (Quadrus). For example, the KYC Status ad-hoc report will list the following client’s stale-dated/upcoming due KYC statuses for client/plan level. To submit a request for this report, please fill out this form https://forms.office.com/r/RYZZLTBdCh. For more details of the other ad-hoc reports available, please refer to this link, Quadrus Toolkits, (found in Advisor Content Hub).


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Dowden, Anne <Anne.Dowden@quadrusinvestment.com> On Behalf Of Hoffman, Atalanti
Sent: December 12, 2025 11:43 AM
To: Fram, Kristy-Lee <kristy-lee.f@encompasswealth.ca>
Cc: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: RE: KYC

HI Kristy-Lee

Atalanti is out of the office today, therefore I am responding on her behalf.

Please continue to email her directly in her absence as there are a few of us working on her emails.

I am not aware of such a report.  Have you tried the reports on Investment Centre.  See below.  

I have also included wealth reporting in case they are aware of a report.

 
Let us know if you have further questions.

Have a nice afternoon.




Anne Dowden
Sr. Advisor Service Representative
Wealth Operations, Individual Customer
Quadrus Investment Services Ltd.
Toll Free 1-888-532-3322 x4115
Fax 1-877-814-6492
Anne.Dowden@canadalife.com


 

Have you checked out the RESP toolkit? Learn what grants your clients are eligible for, which processes and forms are needed for each step of the RESP lifecycle, and download a full list of the most popular not in good orders.

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
NOTE: To ensure that attachments are retained, please select forward when replying to this email.



From: Kristy-Lee Fram <kristy-lee.f@encompasswealth.ca> 
Sent: December 12, 2025 9:26 AM
To: Hoffman, Atalanti <Atalanti.Hoffman@canadalife.com>
Subject: [EXT] KYC

Good morning Atalanti I am not sure if this is something you can help me with or not, If not that is perfectly fine. I am looking to fine out if there is a way to run a KYC report that would show all clients with dates of when the last time
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ZjQcmQRYFpfptBannerEnd
Good morning Atalanti

I am not sure if this is something you can help me with or not, If not that is perfectly fine. I am looking to fine out if there is a way to run a KYC report that would show all clients with dates of when the last time there KYC was updated. 

Thank you in advance. 
Kristy-Lee Fram | Advisor Support Associate
 
Encompass Insurance & Wealth Management Inc.
580-B Middle Side Road
Amherstburg,ON, N9V 3R3
 
Phone: (519) 736-3504 ext 4000
Email: kristy-lee.f@encompasswealth.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 


If you wish to unsubscribe, please reply with the word unsubscribe in the subject space.",True,2025-12-16T19:34:06.000+0000,False,False,005OH0000071DK9YAM,2025-12-16T19:34:06.000+0000,005OH0000071DK9YAM,2025-12-16T21:37:35.000+0000,005OH0000071DK9YAM,2025-12-16T21:37:35.000+0000,(519) 736-3504 ext 2100,,kristy-lee.f@encompasswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htzDNYAY,False,,24582136,0030A0000029o71QAA,0010A000002wApgQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Escalation - Secure Link for Simple Protect Request,Medium,"***DDS SL Dec 18 2025***

Raised from escalations 
Caller requested to have their SP app link sent to the advisor 

===Email Chain===

Good morning James and Stephanie, 

Thank you for contacting the Workspace Support team. We understand that the client for application 60927687-8 has been unable to receive the email needed to complete their signature. 
We are happy to assist you with this matter. 

Please provide this link directly to the JOINT OWNER.

Application: 60927687-8

https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=53cffda0-5ca5-4dd8-ae39-4525fc74c050

Expected Information : 
Last Name: Tschenscher
Postal Code: V7M0C2
Date of Birth: June 7th, 1960

This link will be active for the next 72 hours.
Please note that the link will not work as expected on your device as the servicing advisor, and the link should be accessed only by the client.

Please advise the client to access the link above on a desktop/laptop computer, as mobile devices can cause visibility errors with Simple Protect applications. 
Please also advise the client that if they are an Apple MacOS user, please do not use the Safari web browser. Please use Google Chrome, Firefox, etc.

If they experience additional interruptions, please do not hesitate to let us know. 
If you have additional questions or require further support, please do not hesitate to let us know.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a great day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T16:28:05.000+0000,False,False,005OH000001yNnaYAE,2025-12-16T19:34:34.000+0000,005OH000001yNnaYAE,2025-12-18T16:28:06.000+0000,005OH000001yNnaYAE,2025-12-18T16:28:06.000+0000,(604)903-2530,,jscott-moncrieff@beemwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000htzOjYAI,False,,24589322,003OH00000M93LdYAJ,001OH00000QuqpwYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA disconnect,Medium,"KB0020738  - User got a new phone and wants to reset MFA.

Email: skerrsmith@primerica.com 
Code: P8753
Phone: 587-777-7236

***************************************************************************
Good afternoon, Shawna
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T21:29:00.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T21:27:41.000+0000,005OH00000BG5v4YAD,2025-12-16T21:33:59.000+0000,005OH00000BG5v4YAD,2025-12-16T21:33:59.000+0000,(587)777-7236,,skerrsmith@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu0m9YAA,False,,24582464,0030A0000029npbQAA,0010A000002wAcmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- New business Web App,Medium,"User was not able to view existing application when she clicked on the link in Simple Protect. Directed user to New Business Webb app on the Overview Page and was able to successfully locate it. 

Code: B3760
Email: nicola@oneill-group.ca 
Phone: 604-484-4174

*****************************************************************************
Good afternoon, Nicola

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Simple Protect application!
 
To see the application status in Workspace, please click on “New Business WebApp” that is located on your overview page (the second title), you can then type the application number or click All, under submitted application to view the status and more. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T19:55:23.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T19:39:18.000+0000,005OH00000BG5v4YAD,2025-12-16T19:55:24.000+0000,005OH00000BG5v4YAD,2025-12-16T19:55:24.000+0000,(604)484-4170,,thomas@oneill-inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu1AMYAY,False,,24583740,003G0000018f7EZIAY,0010A000002wPJMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign in.
***************
Hi Ryan , thank you for contacting the workspace support today.

To recap our call, you were having issues signing onto your workspace account. We were able to unlock your account and get you signed on.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T20:11:20.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T19:58:21.000+0000,005OH00000BFQFCYA5,2025-12-16T20:11:20.000+0000,005OH00000BFQFCYA5,2025-12-16T20:11:20.000+0000,(519)966-4400,(519) 965-3406,rwakeman@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu1AOYAY,False,,24587287,0030A000002ivZKQAY,0010A000003TxSFQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:51:52.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T20:51:52.000+0000,005OH000004Ir1xYAC,2025-12-16T20:51:53.000+0000,005OH000004Ir1xYAC,2025-12-16T20:51:53.000+0000,(604)353-1917,,dypak17@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu1dPYAQ,False,,24582962,0030A00000C3M1pQAF,0010A00000CdTNSQA3,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace registration,Medium,"*** DDS Dec 16th, 2025 ***
User wants to register. Sent all steps and TPA form by email.
================
Bonjour Edith,

Merci beaucoup d’avoir contacté l’équipe de soutien Espace Affaires.

Pour pouvoir vous créer un compte Espace Affaires vous permettant d’accéder aux clients de Karen et de soumettre des propositions sous son code, vous pouvez remplir ce formulaire ci-joint d’accès d’un parti tiers. Karen pourra le remplir avec son code de conseillère et vous désigner pour vous autoriser l’accès. Ce formulaire devra être envoyé à distribution_methodology@canadalife.com. Vous allez recevoir de leur part un courriel contenant un code d’activation.

Une fois ce courriel reçu, vous pourrez suivre les étapes suivantes :

Étape 1 : Allez sur la page d’inscription : https://espaceaffaires.canadavie.com/inscription et cliquez sur « Créer votre nom d’utilisateur)

 

Étape 2 : Cliquez sur « Inscrivez vous dès maintenant »

 

Vous allez ensuite pouvoir confirmer votre nom, prénom, le code de conseiller auquel vous allez accéder et le code d’activation reçu.
Vous allez enfin créer un nom d’utilisateur (exemple : VotreNom123!) ainsi qu’un mot de passe et choisir une question de sécurité. Il faudra ensuite attendre 48h pour pouvoir terminer l’inscription en retournant sur la page de l’étape 1 et inscrire votre nom d’utilisateur et mot de passe.

Si vous avez d’autres questions ou si vous êtes bloquée à une de ces étapes, n’hésitez pas à nous appeler et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Edith Hu <edith.hu@sommetgf.ca> 
Sent: December 15, 2025 4:16 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Chang, Karen <karen.chang@sommetgf.ca>
Subject: [EXT] Objet : Demande d’accès à l’espace client – Code W6359

Bonjour, Je me permets de vous écrire en tant qu’adjointe administrative de Mme Karen Chang (code conseillère W6359). Afin de pouvoir assurer le suivi administratif et faciliter la gestion des dossiers, je souhaiterais obtenir un accès à l’espace
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
Je me permets de vous écrire en tant qu’adjointe administrative de Mme Karen Chang (code conseillère W6359).
Afin de pouvoir assurer le suivi administratif et faciliter la gestion des dossiers, je souhaiterais obtenir un accès à l’espace client 
associé à ce compte.
Je vous remercie de bien vouloir m’indiquer la procédure à suivre ou de m’accorder les droits nécessaires pour accéder à cet espace.
Je reste disponible pour fournir toute information ou document complémentaire requis.
Dans l’attente de votre retour, je vous prie d’agréer mes salutations distinguées.
Cordialement,


Edith Hu
Adjointe

1575, boul. de l'Avenir, bureau 320-A | Laval (Qc) H7S 2N5
T : 450-490-4123 poste 200 | F : 450-786-1470
Sans frais : 1-877-849-7377",True,2025-12-16T19:46:28.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-16T19:46:28.000+0000,005OH00000AbJ7aYAF,2025-12-16T19:54:24.000+0000,005OH00000AbJ7aYAF,2025-12-16T19:54:24.000+0000,(514)589-8098,,karen.chang@sommetgf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu2JLYAY,False,,24584871,0030A0000029df8QAA,0010A000002w28eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Login Issues,Medium,"***DDS 2025-12-16***
User was having issues logging into Workspace and resetting password.
DDS found that user's account was locked due to too many incorrect password attempts and advised user to call to unlock account.

================================================================================
****Email Chain**
Bonjour Andre,

Nous étions informés de votre problème d’accès à l’Espace Affaires. Nous pouvons voir que votre compte a été bloqué car il y avait trop de tentatives incorrectes de mot de passe. Pour débloquer votre compte, vous devez nous téléphoner à 1-800-475-7001 et n’importe qui de notre équipe pourra vous aider à accéder à votre compte d’Espace Affaires.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ledoux, Josee <Josee.Ledoux@canadavie.com> 
Sent: December 15, 2025 2:21 PM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Cc: Andre Charest <andrecharest8@gmail.com>
Subject: TR: Accès Espace Affaires - André Charest H1880
Importance: High

Bonjour!

Merci d’aider M. Charest à rétablir son accès au site des conseillers l’Espace Affaires.
Bonne journée! 😊

Josée Ledoux
Associée régionale des ventes, Assurance | Regional Sales Associate, Insurance
Tél. : 819 300-1939
josee.ledoux@canadavie.com 



 



Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

De : Andre Charest 
Envoyé : 15 décembre 2025 14:14
À : Ledoux, Josee 
Objet : [EXT] programme

j ai beau mentionne que le mot de passe est oublie je recois jamais de code temporaire pour modifier le mot de passe Andre Charest / conseiller en sécurité financière Agence IDC Win Registre AMF 106718 Numéro de téléphone : 514-983-2987 Courriel
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious  



ZjQcmQRYFpfptBannerEnd
j ai beau mentionne que le mot de passe est oublie 
je recois jamais de code temporaire pour modifier le mot de passe 
Andre Charest / conseiller en sécurité financière
Agence IDC Win
Registre AMF 106718
Numéro de téléphone : 514-983-2987
Courriel : andrecharest8@gmail.com
 


Pour visiter ma plateforme cliquer sur le lien -- https://charestsecuritefinanciere.com/",True,2025-12-16T20:14:47.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T20:14:47.000+0000,005OH00000AX0rVYAT,2025-12-16T20:15:05.000+0000,005OH00000AX0rVYAT,2025-12-16T20:15:05.000+0000,(514)983-2987,(514) 983-2987,andrecharest8@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu2RTYAY,False,,24586950,0030A0000029VZSQA2,0010A000002vvSFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:46:10.000+0000,False,False,005OH000005URvxYAG,2025-12-16T20:46:10.000+0000,005OH000005URvxYAG,2025-12-16T20:46:10.000+0000,005OH000005URvxYAG,2025-12-16T20:46:10.000+0000,(780)423-5858,(780) 445-8829,ian@idmfinancial.com,(780)421-4301,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu2WKYAY,False,,24588078,0035o000006p1EeAAI,0015o000007QS79AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:04:24.000+0000,False,False,005OH000005URvxYAG,2025-12-16T21:04:24.000+0000,005OH000005URvxYAG,2025-12-16T21:04:25.000+0000,005OH000005URvxYAG,2025-12-16T21:04:25.000+0000,(780)860-1277,,josephuruvath2410@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu310YAA,False,,24586670,003OH000004OP6FYAW,001OH000005ZRvTYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:41:28.000+0000,False,False,005G0000002gxxjIAA,2025-12-16T20:41:28.000+0000,005G0000002gxxjIAA,2025-12-16T20:41:28.000+0000,005G0000002gxxjIAA,2025-12-16T20:41:28.000+0000,(514)929-8482,,gianna@vitaassure.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu3FOYAY,False,,24584399,0030A0000029VCcQAM,0010A000002vvBgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:07:50.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T20:07:50.000+0000,005OH000004Ir1xYAC,2025-12-16T20:07:50.000+0000,005OH000004Ir1xYAC,2025-12-16T20:07:50.000+0000,(403)870-5839,,securelifefinancialltd@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu4t2YAA,False,,24584529,003OH00000ZHNNSYA5,001OH00000jEBBcYAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Workspace access issue,Medium,"unable to access Workspace

I have a MA Michelle Grant 0030A00000B30W5QAJ who is having issues accessing her Workspace account. What's weird is that she is setup as a Primerica user in Siebel with the email address MICHELLE.GRANT@PRIMERICA.COM but she said her email address is michelle@shaenwealth.com.
 
In siebel, her TPAs are aligned to Direct codes which means that her account might have not been set up properly. In SF, her account is aligned with the Primerica channel.

===========================================================================================

CK - This is now fixed, they need to register net new as a Primerica Advisor under this license: 005OH00000CUrBY. I would follow up w/ them and let them know this and that they should have received an email titled ""Welcome to Canada Life"". If they did not receive this use KB0023538 and trigger the resend process.
 
===================================================================================================

****Email Chain****

Hello Michelle,

We have investigated further into your Workspace access, and the issue should now be resolved. Please sign into your Workspace account. If you forgot your password, you could reset it. 

If you need assistance with logging into your Workspace account, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Michelle Grant <michelle@shaenwealth.com> 
Sent: January 5, 2026 9:02 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case 24584529**** - Phone Call Follow-Up

Good Morning, I was never a Primerica Advisor or am not currently a Primerica Advisor. I was originally a Freedom 55 advisor and then took on the role of Marketing Associate for Kyle Shaen (LL 24963, F1853) and Jeff Ricciardi (25756, F1849). 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Morning,

I was never a Primerica Advisor or am not currently a Primerica Advisor.  I was originally a Freedom 55 advisor and then took on the role of Marketing Associate for Kyle Shaen (LL 24963, F1853)  and Jeff Ricciardi (25756, F1849).  Up until Dec 16- I had always logged in under Advisors Solutions.  

Michelle Grant
Administrative Assistant
 
1001 William St. Unit 101 C Thunder Bay ON P7B 6M1
Phone: (807) 935-1764 //  Fax: (807) 345-8765 //  Michelle@shaenwealth.com
// www.shaenwealth.com Wealth Management Corporate & Personal Financial Planning Retirement & Estate Planning Pension and Benefit Consulting If you no longer want to receive these messages from our office, simply reply to this message with the word ""unsubscribe"" in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Monday, December 29, 2025 10:25 AM
To: Michelle Grant <michelle@shaenwealth.com>
Subject: RE: ****Case 24584529**** - Phone Call Follow-Up

Hello Michelle,

Thank you for your patience while our Digital Technical Lab team investigates the issue you have with accessing your Workspace account.

We were informed that you should be registering for Workspace as a new Primerica Advisor. Additionally, you should have received an email titled ""Welcome to Canada Life— Register for Workspace” with the instructions on how to register for this account.

If you cannot locate this registration email in your primary inbox. If this search returns no results, please to check your spam/junk folder for the same email. 

Let us know whether or not you were able to locate the registration email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 16, 2025 3:01 PM
To: Grant, Michelle <michelle@shaenwealth.com>
Subject: ****Case 24584529**** - Phone Call Follow-Up

Hello Michelle,

This is Samantha following up on our phone call regarding an issue you have accessing your Workspace account.

I have gone ahead and escalated this login issue to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T15:24:39.000+0000,False,False,005OH000002iN7pYAE,2025-12-16T20:09:44.000+0000,005OH000002iN7pYAE,2026-01-05T16:05:35.000+0000,005OH000002iN7pYAE,2026-01-05T16:05:35.000+0000,(705)341-5928,,michelle.grant@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu5VoYAI,False,,24589024,0030A0000029cCcQAI,0010A000002w10kQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,inforce Illustration,Medium,"Advisor is trying to complete a premium vacation for your clients illustration however advisor is getting an error, reach out to assist line, SL Kevin took over the call.
=================

===Email Chain===

Good afternoon Jeff, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today regarding creating the premium vacation for your clients illustration. 

 As mentioned, when you have the chance, check out this article from Canada Life about the Web Illustrator tool. 
It will have a lot of valuable information that you can use. 
Any questions that can’t be answered by this article, would best be directed to your Regional Sales Associate (RSA) for Insurance. 

Your RSA contact is Jocelyn Xie and they can be reached at jocelyn.xie@canadalife.com . 
If you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help me improve my ability to serve you in the future. All feedback is welcome and appreciated!

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T21:48:18.000+0000,False,False,005OH000001yNnaYAE,2025-12-16T21:22:24.000+0000,005OH00000BFPZHYA5,2025-12-16T23:35:47.000+0000,005OH00000BFPZHYA5,2025-12-16T23:35:47.000+0000,(905)731-3232X365,,jeff.tsuyuki@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu66qYAA,False,,24584334,003OH00000ToyYHYAZ,001OH00000aL1eOYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User inquiring how to register for Workspace. Directed them to register for User ID first. 

 Email: alana.porter@edwardjones.com
Code: H7728

*********************************************************************
Good afternoon, Alana

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
Now that you are registered for your User ID (formerly known as Repnet), you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T20:13:02.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T20:06:59.000+0000,005OH00000BG5v4YAD,2025-12-16T20:13:02.000+0000,005OH00000BG5v4YAD,2025-12-16T20:13:02.000+0000,(519)474-9356,,alana.porter@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu6dHYAQ,False,,24587613,0030A0000029g8eQAA,0010A000002w4CaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:56:52.000+0000,False,False,005OH000005URvxYAG,2025-12-16T20:56:52.000+0000,005OH000005URvxYAG,2025-12-16T20:56:53.000+0000,005OH000005URvxYAG,2025-12-16T20:56:53.000+0000,(780)433-0444,(780) 289-7862,shelley@sheltryn.ca,(866)403-6889,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu6q3YAA,False,,24587024,0030A000007Hb3aQAC,0010A0000088sJRQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:47:29.000+0000,False,False,005OH000004pk06YAA,2025-12-16T20:47:29.000+0000,005OH000004pk06YAA,2025-12-16T20:47:29.000+0000,005OH000004pk06YAA,2025-12-16T20:47:29.000+0000,(647)785-2030,,sareh_nourian@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu7nfYAA,False,,24586087,0030A0000029lY4QAI,0010A000002w8hcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:32:38.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T20:32:38.000+0000,005OH00000BfonJYAR,2025-12-16T20:32:38.000+0000,005OH00000BfonJYAR,2025-12-16T20:32:38.000+0000,(604)825-8219,(604) 499-3040,raza@smartadvice.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu8jiYAA,False,,24584706,0030A0000029lBBQAY,0010A000002w8MYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:12:13.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T20:12:13.000+0000,005OH00000BfonJYAR,2025-12-16T20:12:14.000+0000,005OH00000BfonJYAR,2025-12-16T20:12:14.000+0000,(604)428-4114,,admin@clearpathplanning.com,(604)436-3302,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hu9pVYAQ,False,,24586434,003G0000018f6ZaIAI,0010A000002wOWfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Mutual Fund information not available on Workspace,Medium,"***DDS*** 12/16/25
Name: Sonia Williams
Phone:
Agent code:

Hi Sonia, 

Policy 410813455 as shown in the screenshot are CAN segregated funds and for Stefanie Simon & Mr. Richard Simon, the policies are London Life Mutual Fund (different product types).  

Currently Mutual Fund Policy Details and Policy summary reports are not available on Workspace but may become available down the line.   As of today these policies are only available on Investment Centre.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Sonia Williams <sonia@stepright.ca> 
Sent: December 17, 2025 9:17 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] 24586434 - RE: Stefanie Simon & Richard Simon ITF accounts (10656139,10656137,10656135)

Good morning Vinh The client opened 3 accounts as you see below. They are individual client ITF with their own client#. On w/s they are under Stefanie Simon & Mr. Richard Simon under organization. An example is client Ken Whetham, he opened
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Vinh

The client opened 3 accounts as you see below.  They are individual client ITF with their own client#.  On w/s they are under Stefanie Simon & Mr. Richard Simon under organization.   An example is client Ken Whetham, he opened up 3 accounts ITF for his grandchildren, and they show separate on w/s (example WHETHAM KEN ITF HARTLEY QUINN,) I have attached a portfolio summary of w/s.  I hope this helps. 


755304386	Top of Form
Stefanie Simon & Richard Simon ITF Paige Simon
Joint WROS ITF	36369	Active
755760263	Stefanie Simon & Richard Simon ITF Blaire Simon
Joint WROS ITF	36369	Active	
755989983	Stefanie Simon & Richard Simon ITF Bennett Simon
Joint WROS ITF	36369	Active	





***DDS*** 12/16/25
Name:  Sonia Williams
Phone: 
Agent code: 
Reference: Call assist

Advisor name:  	WAYNE A BRANCHAUD

Hi Sonia, 

Thank you for contacting the Workspace support group regarding Mutual Fund information not available on Workspace.

Please confim what you are wanting to see on Workspace in regards to the Mutual Fund accounts a we do not have access to IC.  (Screenshot would be helpful).

We can confirm that Mutual Fund Policy Details and Policy summary reports are not available on Workspace but can be seen in Investment Centre.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-16T20:58:47.000+0000,False,False,005OH00000BGeeHYAT,2025-12-16T20:37:51.000+0000,005OH00000BGeeHYAT,2025-12-17T15:28:40.000+0000,005OH00000BGeeHYAT,2025-12-17T15:28:40.000+0000,(519)448-3477,(519) 754-5040,wayne@stepright.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huAFKYA2,False,,24587437,003G0000024MdmRIAS,0010A000002wT9lQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations,Medium,"*12/16*
----------------
KB0022489
Delona 
ll31087
f3491
H6708
ADA DINORAH MCCASH
reset pw in ISAM and emailed 
walked user through pw reset on repnet. 
user able to access prod illustrations


it started to ask me for a passkey.
advice canada, all stuff is entered for me. create a passkey for SAML
went to log me in and advised they can ignore it if they want to
now they are not getting a MFA prompt for advice canada

*email*
----------------
Good afternoon Ada, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You have been unable to log into the Product Illustrations took for a bit and were looking for support. We reset your password for you and then guided you through the password reset process successfully. There was also an issue with the Advice Canada portal asking to use SAML authentication to log into the portal. We advised it is likely ok to ignore If you didn’t want to use it. The next inquiry was about your authentication when logging into Advice Canada, it was not presenting you with a chance to enter you 2fa code and was just logging you in with a password and ID.  Please email access@financialhorizons.com with your issue, they should be able to support this. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T22:33:52.000+0000,False,False,005OH000008919xYAA,2025-12-16T20:54:09.000+0000,005OH000008919xYAA,2025-12-16T22:33:52.000+0000,005OH000008919xYAA,2025-12-16T22:33:52.000+0000,416-994-7985,,dinorah@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huAFMYA2,False,,24589398,003G0000018f6uvIAA,0010A000002wOwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:28:51.000+0000,False,False,0055o000002KxaMAAS,2025-12-16T21:28:51.000+0000,0055o000002KxaMAAS,2025-12-16T21:28:52.000+0000,0055o000002KxaMAAS,2025-12-16T21:28:52.000+0000,(403)614-5128,(403) 614-5128,roger@broekefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huATmYAM,False,,24587201,0030A0000029YN4QAM,0010A000002vxobQAA,,,,,,,012OH000000ijW5YAI,Open,,Voicemail,,,Medium,,False,,False,False,0055o000001t1uPAAQ,2025-12-16T20:50:21.000+0000,0055o000001t1uPAAQ,2026-02-05T21:28:35.000+0000,0055o000001t1uPAAQ,2026-02-05T21:28:35.000+0000,(905)507-0540,,yanmolo@rogers.com,(905)507-0138,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huBHoYAM,False,,24586889,0030A000005xqPsQAI,0010A000006iNmhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:45:06.000+0000,False,False,005OH000005URvxYAG,2025-12-16T20:45:06.000+0000,005OH000005URvxYAG,2025-12-16T20:45:06.000+0000,005OH000005URvxYAG,2025-12-16T20:45:06.000+0000,(780)982-6466,,gbergenstrom@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huC11YAE,False,,24589612,003G0000018f7IlIAI,0010A000002wPO1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy Status Issue - INC1939688,Medium,"***DDS 2025-12-18***
User emailed back and confirmed that policy is showing under inactive section for both individual accounts of the joint policy.
DDS confirmed that on the joint account, the policy is under the active section, but under each individual client's account, the policy is under the inactive section (screenshot attached).
DDS confirmed again that policy is active in CoPilot and in SF.
Please investigate why policy is showing under inactive policy section in the individual client's account.

***DDS 2025-12-16***
User reports seeing product under the inactive section of client products in Workspace, despite a payment being made recently.
CSC and Head Office confirmed that policy is active, with a confirmation letter being sent to the advisor.
DDS sees that policy is active in CoPilot and is active in SF.
DDS found ERR-P202 when trying to view policy from user's Workspace account, but found that policy was now shown under the active section of policies (screenshot included).
DDS escalated issue to L2 to create a SNOW ticket for ERR-P202.
DDS also notified user that policy should now be showing under active in Workspace.

================================================================================

User's Name: Eric Sigouin
Email: Eric@SFSigouin.com
Code: LL17302
SF ID: 0030A0000028xa9QAA

Policy Number: 7777517-1 
Client Name: MR GIOVANNI IERACI & MRS MARIA V IERACI & SIMONETTA IERACI
Client Address: Viale Dante 232, Riccone 47838, Italy
Policy Type: IIP
SF ID: 0010A00000BIieMQAT

================================================================================

****Email Chain**
Hello,

Its seems that the clients still inactive in workspace this morning.

 




Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237

In partnership with/ En partenariat avec:

Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.


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From: Larouche, Veronique <Veronique.Larouche@canadalife.com> 
Sent: mercredi 17 décembre 2025 09:52
To: Martin, Melanie <Melanie.Martin@advicecanada.com>; Sigouin, Eric QC <Eric@sfsigouin.com>
Cc: Guarnieri, Christopher <Christopher.Guarnieri@advicecanada.com>
Subject: RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED*** - Case 24589612

Bonjour,

Ce matin elle parait encore comme inactive :

 

De : Martin, Melanie <Melanie.Martin@advicecanada.com> 
Envoyé : 17 décembre 2025 09:49
À : Larouche, Veronique <Veronique.Larouche@canadalife.com>; Sigouin, Eric QC <Eric@sfsigouin.com>
Cc : Guarnieri, Christopher <Christopher.Guarnieri@advicecanada.com>
Objet : FW: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED*** - Case 24589612

Bonjour à vous,


Le soutien de l’espace Affaire mentionne que le statut de la police affiche maintenant Actif.

Laissez-moi savoir si vous avez des questions 😊






Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237

In partnership with/ En partenariat avec:

Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.


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From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: mardi 16 décembre 2025 16:33
To: Martin, Melanie <Melanie.Martin@advicecanada.com>
Subject: RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED*** - Case 24589612

Hello Melanie,

Thank you for contacting the Workspace Support team regarding Eric’s policy status issue. We’ve investigated this issue, and it seems like the policy is now showing under the active status of the client’s account (see the attached screenshot).

 

However, we do see that the policy details are unavailable for this policy, displaying the error code ERR-P202. We will escalate the error ERR-P202 to the Digital Technical Lab team to investigate, but the policy should now be showing as active. We will let you know once the Lab has resolved the ERR-P202 issue.

If Eric is seeing differently from his account, or if he has any other Workspace related questions, feel free to reply to this email and we would love to assist him.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Martin, Melanie <Melanie.Martin@advicecanada.com> 
Sent: December 15, 2025 2:15 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Hello,


Head office confirmed to Eric Sigouin assistant that they received the payment of $2,678 for the econovie shortfall of the policy number 7777517-1.
A confirmation letter was sent to the advisor but the policy is now inactive in Worskpace.

Can you take a look on it? why it is showing inactive in workspace?)
The client is 92 years old and the advisor is concerned that she might not be insured.


 







Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237

In partnership with/ En partenariat avec:

Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.


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From: Durk, Michelle <Michelle.Durk@canadalife.com> 
Sent: lundi 15 décembre 2025 12:33
To: Martin, Melanie <Melanie.Martin@advicecanada.com>
Cc: Guarnieri, Christopher <Christopher.Guarnieri@advicecanada.com>
Subject: RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Hello Melanie, 

I am only able to confirm that the policy is in fact in force.

This needs to be handled by Workspace (re: why it is showing inactive in workspace?)

sorry, I could not assist further with that.


Michelle Durk (she/her)
Senior Policy Analyst , Insurance Operations, In-force Policy
Analyste principale, Exploitation Assurance, Polices en vigueur


Michelle.Durk@canadalife.com |  Phone/Téléphone: 226-777-8413 | Toll Free/Téléphone sans frais:  1-844-363-5956 

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus
From: Martin, Melanie <Melanie.Martin@advicecanada.com> 
Sent: December 12, 2025 4:22 PM
To: Durk, Michelle <Michelle.Durk@canadalife.com>
Cc: Guarnieri, Christopher <Christopher.Guarnieri@advicecanada.com>
Subject: FW: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***
Importance: High

Hello Michelle,

Head office confirmed to Eric Sigouin assistant that they received the payment of $2,678 for the econovie shortfall of the policy number 7777517-1.
A confirmation letter was sent to the advisor but the policy is now inactive in Worskpace.

Can you take a look on it? The client is 92 years old and the advisor is concerned that she might not be insured.




 






Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237

In partnership with/ En partenariat avec:

Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.


Vidéos tutorielles sur Bluesun Conseiller on Vimeo

Tutoriel vidéo RepVision sur Vimeo

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From: Larouche, Veronique <Veronique.Larouche@canadalife.com> 
Sent: December 12, 2025 12:43 PM
To: Sigouin, Eric QC <Eric@sfsigouin.com>
Cc: Guarnieri, Christopher <Christopher.Guarnieri@advicecanada.com>
Subject: RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Bonjour Chris,

Voici ce que nous voyons de notre côté via Espace Affaire 


 
De : Eric Sigouin <Eric@SFSigouin.com> 
Envoyé : 12 décembre 2025 12:34
À : Larouche, Veronique <Veronique.Larouche@canadalife.com>
Cc : Guarnieri, Christopher <Christopher.Guarnieri@advicecanada.com>
Objet : [EXT] RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Bonjour Véronique! ABSOLUEMENT! Tu as tout à fait raison!! Mais ladite police est maintenant ‘’inactive’’ dans l’Espace affaire. Faut faire arranger ça au plus vite… Je mets Chris Guarnieri en cc. Habituellement, lorsqu’il adresse une situation,
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour Véronique!

ABSOLUEMENT! Tu as tout à fait raison!! Mais ladite police est maintenant ‘’inactive’’ dans l’Espace affaire. Faut faire arranger ça au plus vite…
Je mets Chris Guarnieri en cc. Habituellement, lorsqu’il adresse une situation, les affaires bouge!!

… Chris! Please help?
Thanks…

Eric G. Sigouin
Conseiller en sécurité financière
Centre financier  Canada-Vie  Montréal - R1500
Tel : (514) 544-3742
Courriel : eric@sfsigouin.com



Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

De : Larouche, Veronique <Veronique.Larouche@canadalife.com> 
Envoyé : 12 décembre 2025 12:08
À : Eric Sigouin <Eric@SFSigouin.com>
Objet : RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Eric,

Je viens de contacter le service clientèle et on me confirme que cette police est en bon ordre et bien active. La situation du Econovie Shortfall est réglé, il semblerait que Michelle Burk t’aurait envoyé une lettre avec cette confirmation sur laquelle tu peux t’appuyer.

REF de mon appel : Agent Samira #LL77239.


Véronique Larouche
Associé Soutien aux Conseillers / Advisor Support Associate
Courriel : veronique.larouche@canadalife.com
Téléphone : 819 307-1362


 

Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


De : Eric Sigouin <Eric@SFSigouin.com> 
Envoyé : 12 décembre 2025 10:43
À : Larouche, Veronique <Veronique.Larouche@canadalife.com>
Objet : [EXT] RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Bonjour Véronique… Je commence à être un peu nerveux! Oui, le bureau-chef m’a confirmé que nous avions reçu un paiement de $2,678 pour appliquer sur le ‘’éconovie shortfall’’. Oui, Michelle Durk m’a envoyé une illustration de police datée du

Bonjour Véronique… 

Je commence à être un peu nerveux!
Oui, le bureau-chef m’a confirmé que nous avions reçu un paiement de $2,678 pour appliquer sur le ‘’éconovie shortfall’’.
Oui, Michelle Durk m’a envoyé une illustration de police datée du 28 novembre 2025 parce que je me plaignais que je ne voyais pas la police dans ‘’Espace affaire’’ … donc on devrait être correct! Sauf que ce matin, lorsque je vérifie dans la liste des produits de la cliente, la police qui nous intéresse est passée dans la section ‘’police inactive’’ et je ne peux toujours pas la consulter dans ‘’Espace affaire’’! La cliente a 92 ans… tu sais ce que ça veux dire?!?

S’il faut envoyer ça dans les mains d’un ‘’superviseur’’ au bureau-chef, let’s go, je veux régler ça avant Noël pour faire certain que la police est bel et bien assurée si jamais… son numéro sortait!!

Merci de ton aide! 😊


Eric G. Sigouin
Conseiller en sécurité financière
Centre financier  Canada-Vie  Montréal - R1500
Tel : (514) 544-3742
Courriel : eric@sfsigouin.com



Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

De : Larouche, Veronique <Veronique.Larouche@canadalife.com> 
Envoyé : 8 décembre 2025 10:37
À : Eric Sigouin <Eric@SFSigouin.com>
Cc : Guarnieri, Christopher <Christopher.Guarnieri@advicecanada.com>
Objet : RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Salut Eric,

J’attends toujours un retour du département à cet effet 5-7 jours pour un retour.
Est-ce qu’un paiement a été fait sur cette police : je crois oui sur econo shortfall ? et quel montant ? on a recu le message que le montant was complete de Michelle Burk

Quelles  questions tu aimerais que je leur demande plus précisément ?


Hello Eric, 

Just wanted to confirm to you that the payment was received and the econo shortfall case has been completed.

FYI.

Have a great day !


Michelle Durk (she/her)
Senior Policy Analyst , Insurance Operations, In-force Policy



De : Eric Sigouin <Eric@SFSigouin.com> 
Envoyé : 5 décembre 2025 13:32
À : Larouche, Veronique <Veronique.Larouche@canadalife.com>
Cc : Guarnieri, Christopher <Christopher.Guarnieri@advicecanada.com>
Objet : [EXT] RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Bonjour Véronique! C’est complètement faux… Je viens de régler un autre cas de de ÉconoVie shrotfall cette semaine (tu peux aller voir la police 49 941 271) et maintenant que le montant requis a été reçu, que la police est rétablie, elle est

Bonjour Véronique!

C’est complètement faux… Je viens de régler un autre cas de de ÉconoVie shrotfall cette semaine (tu peux aller voir la police 49 941 271) et maintenant que le montant requis a été reçu, que la police est rétablie, elle est visible à nouveau.
La police de Mme Ieraci (777517-1) a toujours été disponible et à chaque année qu’un montant est requis pour la garder en vie, elle n’est plus accessible… mais après que le montant a été déposé, elle redevient toujours accessible!!
Si j’avais besoin d’aller faire une ‘’révision de dossier’’ avec ladite cliente, faudrait que je puisse consulter les informations!!

Chris, is there anything you can do about this?!? 
Just give me a call and we’ll talk… ☹

J’attends de tes Nouvelles!!


Eric G. Sigouin
Conseiller en sécurité financière
Centre financier  Canada-Vie  Montréal - R1500
Tel : (514) 544-3742
Courriel : eric@sfsigouin.com



Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

De : Larouche, Veronique <Veronique.Larouche@canadalife.com> 
Envoyé : 28 novembre 2025 13:13
À : Eric Sigouin <Eric@SFSigouin.com>
Objet : RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Salut,

Selon ce que la dame mentionne c’est que ce genre de police avec Econovie Shorfall c,est police doivent être traiter par le département alors c’est un peu comme les police 09F pris dans l’ancien système. Seulement certaine personne a une license pour accéder ces infos.

😏

De : Eric Sigouin <Eric@SFSigouin.com> 
Envoyé : 28 novembre 2025 12:50
À : Durk, Michelle <Michelle.Durk@canadalife.com>; Larouche, Veronique <Veronique.Larouche@canadalife.com>
Cc : Guarnieri, Christopher <Christopher.Guarnieri@advicecanada.com>
Objet : [EXT] RE: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Bonjour! Je garderai cette illustration dans mon dossier, au cas… mais je continu de dire que l’’’Espace affaire’’ devrait être corrigé et la police devrait apparaître dans les produits en force de la cliente. Merci de voir avec le département

Bonjour!

Je garderai cette illustration dans mon dossier, au cas… mais je continu de dire que l’’’Espace affaire’’ devrait être corrigé et la police devrait apparaître dans les produits en force de la cliente.

Merci de voir avec le département concerné comment ils peuvent remédier à cette situation!

Bonne fin de semaine à tous et à toutes!


Eric G. Sigouin
Conseiller en sécurité financière
Centre financier  Canada-Vie  Montréal - R1500
Tel : (514) 544-3742
Courriel : eric@sfsigouin.com



Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

De : Durk, Michelle <Michelle.Durk@canadalife.com> 
Envoyé : 28 novembre 2025 12:39
À : Larouche, Veronique <Veronique.Larouche@canadalife.com>
Cc : Eric Sigouin <Eric@SFSigouin.com>
Objet : FW: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Bonjour Veronique, 

FYI.

Merci, 


Michelle Durk (she/her)
Senior Policy Analyst , Insurance Operations, In-force Policy
Analyste principale, Exploitation Assurance, Polices en vigueur


Michelle.Durk@canadalife.com |  Phone/Téléphone: 226-777-8413 | Toll Free/Téléphone sans frais:  1-844-363-5956 

 
From: Durk, Michelle 
Sent: November 28, 2025 10:01 AM
To: Sigouin, Eric QC <Eric@sfsigouin.com>
Subject: FW: 7777517-1 MARIA V IERACI, GIOVANNI IERACI & SIMONETTA IERACI ***ECONOLIFE SHORTFALL – IMMEDIATE ACTION REQUIRED***

Hello Eric, 

Further to your call to our Client Service Centre advising that you cannot see the policy in workspace.

I don’t have access to workspace, but the policy appears to be in good order (the econo shortfall payment was made and handled per our  prior emails below).

You can illustrate the policy (well, you would normally need to contact InforceParIllustrations@canadalife.com because you are unable to obtain at the regional office level due to the special handling notation on the policy.

I have provided one for you above.

I trust this helps.

Michelle Durk (she/her)
Senior Policy Analyst , Insurance Operations, In-force Policy
Analyste principale, Exploitation Assurance, Polices en vigueur",True,2025-12-16T21:32:37.000+0000,False,False,005OH000002iN7pYAE,2025-12-16T21:32:37.000+0000,005OH00000AX0rVYAT,2025-12-18T15:48:19.000+0000,005OH00000AX0rVYAT,2025-12-18T15:48:19.000+0000,(514)544-3742,(514) 569-5477,eric@sfsigouin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huCAeYAM,False,,24586859,003G0000018f6gzIAA,0010A000002wOhFQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Product Illustration,Medium,"KB0023420- User not able to log into Product Illustration 
KB0020858 - authenticated (rotation 2) - updated temporary password

Email: jeff.tsuyuki@dwlfinancial.com 
Code: 12310-9
Code: F1490

************************************************************************
Good afternoon, Jeffrey
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Product Illustration!
 
I'm glad I was able to assist you with resetting your password for your User ID (Product Illustration) and changing the temporary one I provided over the phone so you can successfully sign into Product Illustration.
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T20:57:56.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T20:44:35.000+0000,005OH00000BG5v4YAD,2025-12-16T20:57:56.000+0000,005OH00000BG5v4YAD,2025-12-16T20:57:56.000+0000,(416)731-3232X358,(416) 892-5085,jeff.tsuyuki@dwlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huD9vYAE,False,,24585553,0030A0000029nINQAY,0010A000002wABfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:24:47.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T20:24:47.000+0000,005OH00000BfonJYAR,2025-12-16T20:24:47.000+0000,005OH00000BfonJYAR,2025-12-16T20:24:47.000+0000,(604)886-2691,,karl@jungfinancialservices.com,(604)886-3014,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huDBbYAM,False,,24587706,003OH0000048Y2NYAU,001OH000005E0LZYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:58:18.000+0000,False,False,005OH000005URvxYAG,2025-12-16T20:58:18.000+0000,005OH000005URvxYAG,2025-12-16T20:58:18.000+0000,005OH000005URvxYAG,2025-12-16T20:58:18.000+0000,(780)231-9147,,jennifer@cathcartfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huDDAYA2,False,,24586175,003G0000018f6tMIAQ,0010A000002wOv5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Quadrus,Medium,"Caller Name: Nathan Groom
Advisor or support staff: Advisor 
Advisor Code: W5206 and F5789
Advisor Name: ANDREW CHAMBERLAIN	
Phone: 
Email: nathan@chamberlainwealth.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Issues with Quadrus Login. Can't access. First time accessing and accessing from Workspace

FINDINGS: 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH0000094PvVYAU%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000PKaLtYAL%26cntc%3D003OH00000PKaLtYAL%26id%3D005OH0000094PvVYAU

RESOLUTION: FOUND KB0023256
CALLED ASSIST DESK/JASON TO CONFIRM
call was disconnected, no number to call back.
sent email. 



--------------------------------------***DDS  12/16/2025***--------------------------
Hello Nathan,

Thank you for contacting Workspace Support today with regards to accessing Quadrus from Workspace.

It was a pleasure speaking to you and I’m so sorry our call was disconnected. I could not retrieve a phone# to return the call, my apologies.

Here is the team that would setup/help you with access to Investment Centre. Once you’ve confirmed you have access with them and run into any issues signing in, let us know, thanks.

Please send an email QuadrusSecurityRequests at QuadrusSecurityRequests@quadrusinvestment.com with the following details:
•	Full Name
•	UserID
•	Telephone Number
•	Location

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-16T20:55:36.000+0000,False,False,005OH00000AUS7aYAH,2025-12-16T20:34:11.000+0000,005OH00000AUS7aYAH,2025-12-16T20:55:37.000+0000,005OH00000AUS7aYAH,2025-12-16T20:55:37.000+0000,(506)457-5524,,andrew@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huDTJYA2,False,,24587275,0030A0000029b1FQAQ,0010A000002w03xQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor wants to access direct workspace
********
Hi Wayne  , thank you for contacting the workspace support today.

To recap our call, You wanted to access your direct channel to workspace, in order to set up and register you would need to contact distribution_methodology@canadalife.com and they will provide the information required.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T21:03:06.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T20:51:40.000+0000,005OH00000BFQFCYA5,2025-12-16T21:03:06.000+0000,005OH00000BFQFCYA5,2025-12-16T21:03:06.000+0000,(403)938-6102,,wayne@madsenandcompany.com,(403)938-6617,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huFA6YAM,False,,24585665,0030A0000029ob5QAA,0010A000002wBDNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:26:34.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T20:26:34.000+0000,005OH000004Ir1xYAC,2025-12-16T20:26:34.000+0000,005OH000004Ir1xYAC,2025-12-16T20:26:34.000+0000,(204)943-6828,,darren.anderson@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huFTSYA2,False,,24585576,0030A0000029i6zQAA,0010A000002w5saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:25:09.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T20:25:09.000+0000,005OH000004Ir1xYAC,2025-12-16T20:25:09.000+0000,005OH000004Ir1xYAC,2025-12-16T20:25:09.000+0000,(403)698-3983,(403) 271-1905,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huFV4YAM,False,,24587100,0030A0000029WazQAE,0010A000002vwIMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: MING TAM 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: E8340
PHONE: +13462937283 
EMAIL: tam_miriam@yahoo.ca 
 
ISSUE: 
User is not able to log into workspace
 
FINDINGS:
User does not have a workspace account to access.
 
TROUBLESHOOTING/RESOLUTION:
 Sent user the registration steps to follow.
They would need to contact distribution methodology for the acvation code. 
 
EMAIL:
 
--------------------------------------***DDS DEC/16/2025***--------------------------
Hello Ming,
Thank you for contacting Workspace Support about your account registration.
As mentioned on the call, please follow the steps below to complete registration.
STEP 1: Please visit https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do and click Register to start the registration process.
 
STEP 2: Accept the terms and conditions and on the next page, please enter your first name, last name, advisor code, and unique activation code. 
Please contact Distribution_Methodology@canadalife.com for your activation code if you do not have it.
 
STEP 3: Create a new User ID with the listed guidelines 
 
Please wait 2 business days before moving up to the next step
 
STEP 4: Once your User ID is completed, please go to https://workspace.canadalife.com/registration and begin the registration process with your User ID and password you created in previous steps.
 
STEP 5: Complete the registration process as directed on the page and then log in with your email and set password.
 
If you have any issues with the steps below, please let us know.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-16T21:01:05.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T20:48:43.000+0000,005OH00000BGf2TYAT,2025-12-17T17:42:33.000+0000,005OH00000BGf2TYAT,2025-12-17T17:42:33.000+0000,(604)377-4894,,tam_miriam@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huFq8YAE,False,,24587112,003OH00000IL8LCYA1,001OH00000MWbPlYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:48:58.000+0000,False,False,005OH000005URvxYAG,2025-12-16T20:48:58.000+0000,005OH000005URvxYAG,2025-12-16T20:48:58.000+0000,005OH000005URvxYAG,2025-12-16T20:48:58.000+0000,(780)618-6329,,tom.plocica@ts-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huGPXYA2,False,,24586563,0030A0000029lDhQAI,0010A000002w8OzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"NAME: NIGEL WATKINSON 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: B4839
PHONE: 16045388948 
EMAIL: nwatkinson59@gmail.com
 
ISSUE: 
User is trying to set up authenticator on salesforce app
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User already has an authenticator on file with another app.
 
TROUBLESHOOTING/RESOLUTION:
 Advised user to check their phone for another authenticator app to verify they don’t have access to it
 
EMAIL:
 
--------------------------------------***DDS DEC/16/2025***--------------------------
Hello Nigel,
Thank you for contacting Workspace Support about setting up your authenticator.
On the call today, we determined that you already had multi-factor authenticator set up on your account through another authenticator app. I was able to direct you to this app to get the code needed to log into workspace so there was no need to set up the authenticator again on salesforce authenticator. As mentioned on the call, please use this authenticator app (used today) to verify your log in every time with the generated code.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-16T20:48:38.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T20:39:55.000+0000,005OH00000BGf2TYAT,2025-12-17T17:43:13.000+0000,005OH00000BGf2TYAT,2025-12-17T17:43:13.000+0000,(604)538-8948,,nwatkinson59@gmail.com,(604)538-8138,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huGe4YAE,False,,24586728,003G0000018f6wPIAQ,0010A000002wOyHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy Visibility Issue,Medium,"***DDS 2025-12-16***
User reports not being able to see policy 707502678 on their Workspace and thus unable to submit documents for the policy.
DDS found no policy 707502678 but found policy F707502678 (same number but just with an F before) and the policy is visible in the user's account.
DDS found that policy F707502678 is terminated and thus documents cannot be submitted for the policy.
DDS confirmed that the policy is visible in Workspace, but policy details are not and advised user to contact CSC to confirm policy status.
 
================================================================================
****Email Chain**
Hello Ashley, 

Thank you for contacting the Workspace Support team regarding your policy visibility issue. It seems like the policy number 707502678 is not associated to any policy. However, we do see a very similar policy number on Leonard Gervais’ account, namely the number you provided with an extra character at the beginning, which we suspect is the policy you are looking for as it seems to be of the same account type as described below. However, it does seem like the policy details for this policy is not available on your account and thus you are unable to submit documents for this policy. Please contact Client Service Centre to confirm the status of this policy and feel free contact us to inquire further once you have confirmed the policy’s status.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ashley Nutter <ANutter@cbaps.ca> 
Sent: December 15, 2025 2:33 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Leonard Gervais- Account not showing

Good Afternoon, I recently went to submit documents for Leonard Gervais (Client# 507294308) and his LIRA (Acc# 707502678) is not listed. Are you able to look into this? Thank you,                                                            
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Afternoon,

I recently went to submit documents for Leonard Gervais (Client# 507294308) and his LIRA (Acc# 707502678) is not listed. 

Are you able to look into this?

Thank you,",True,2025-12-16T20:42:21.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T20:42:21.000+0000,005OH00000AX0rVYAT,2025-12-16T20:42:22.000+0000,005OH00000AX0rVYAT,2025-12-16T20:42:22.000+0000,(506)799-1700,,gcosman@cbaps.ca,(506)910-0998,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huHFHYA2,False,,24590749,003G0000018f7NyIAI,0010A000002wPUPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue No Visible Data Inconsistencies Different Company,Medium,"***DDS 2025-12-16***
User wanted to merge 2 accounts.
DDS found no visible data inconsistencies and the 2 accounts are from different companies.
DDS found that merge prompt appears for user and advised user to click merge prompt to merge both accounts.

==================================================================================

User's Name: Camille Lavigueur
Email: camille.lavigueur@gcontactplus.com
SF ID: 005OH00000CChwjYAD

Advisor Name: Claudia Gagnon
Email: claudia.gagnon@gcontactplus.com
Code: 646436, LL19356
SF ID: 0050A000001hkh1QAA

First Name: Jean-Simon
Middle Name:
Last Name: Lazure
DOB: 11-Apr-1994
Policy #'s: 41310694
Company:  GWL
CIS Client ID: 6194773154
URL for records: 0010A000009gSumQAE

First Name: Jean-Simon
Middle Name:
Last Name: Lazure
DOB: 11-Apr-1994
Policy #'s: E253255T
Company:  LL
CIS Client ID: 4395534022
URL for records: 0010A000009gSc2QAE
 
==================================================================================

****Email Chain**
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



This is an alert to let you know that camille lavigueur (camille.lavigueur@gcontactplus.com) has submitted a merge issue.
 
Client details:
First name: jean simon
Middle name (if applicable): 
Last name: lazure
DOB: 11 avril 1994
Policy Number(s): E253255T,41310694
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000009gSc2QAE/jeansimon-lazure
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A000009gSumQAE/jeansimon-lazure
URL 3: 
URL 4: 
Additional details:",True,2025-12-16T21:57:15.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T21:57:15.000+0000,005OH00000AX0rVYAT,2025-12-16T22:02:59.000+0000,005OH00000AX0rVYAT,2025-12-16T22:02:59.000+0000,(450)672-0245,(514) 949-6819,claudia.gagnon@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huIOCYA2,False,,24588917,0030A000008N8yZQAS,0010A000009GGwlQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client Premium,Medium,"Call transferred to client services.
**************
Hi Chang , thank you for contacting the workspace support today.

To recap our call, you had some questions about client details and premiums; here at workspace we can assist with technical issues. However, client specific issues would be our client services department 1-888-252-1847.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T21:26:23.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T21:20:18.000+0000,005OH00000BFQFCYA5,2025-12-16T21:29:29.000+0000,005OH00000BFQFCYA5,2025-12-16T21:29:29.000+0000,(780)604-3648,(780) 604-3648,summer4353@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huIRKYA2,False,,24586792,0030A000004OsQ3QAK,0010A000005B4fwQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:43:24.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T20:43:24.000+0000,005OH000004Ir1xYAC,2025-12-16T20:43:24.000+0000,005OH000004Ir1xYAC,2025-12-16T20:43:24.000+0000,(403)619-2936,,rrcbrenda@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huIWAYA2,False,,24586410,0030A0000029UnGQAU,0010A000002vuqtQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:37:25.000+0000,False,False,005OH000005URvxYAG,2025-12-16T20:37:25.000+0000,005OH000005URvxYAG,2025-12-16T20:37:25.000+0000,005OH000005URvxYAG,2025-12-16T20:37:25.000+0000,(780)914-7542,,ross@hallettfinancial.ca,(780)756-3533,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huJSDYA2,False,,24586312,0030A0000029dCIQAY,0010A000002w1lhQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:36:02.000+0000,False,False,005OH00000BfonJYAR,2025-12-16T20:36:02.000+0000,005OH00000BfonJYAR,2025-12-16T20:36:02.000+0000,005OH00000BfonJYAR,2025-12-16T20:36:02.000+0000,(604)233-0123,(604) 537-7803,paullui@shaw.ca,(604)271-4863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huJouYAE,False,,24589850,0030A000002rRNMQA2,0010A000003cLxMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:37:07.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T21:37:07.000+0000,005OH000004Ir1xYAC,2025-12-16T21:37:07.000+0000,005OH000004Ir1xYAC,2025-12-16T21:37:07.000+0000,(403)452-3886,(403) 836-9312,cindywang836@gmail.com,(403)452-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huKGFYA2,False,,24588906,0030A0000029hWsQAI,0010A000002w5PTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:20:05.000+0000,False,False,005OH0000030c5BYAQ,2025-12-16T21:20:05.000+0000,005OH0000030c5BYAQ,2025-12-16T21:20:05.000+0000,005OH0000030c5BYAQ,2025-12-16T21:20:05.000+0000,(613)796-0037,(613) 290-0701,m.brouillard@lawyersfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huKWMYA2,False,,24587118,0030A0000029W37QAE,0010A000002vvtkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:49:01.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T20:49:01.000+0000,005OH000004Ir1xYAC,2025-12-16T20:49:02.000+0000,005OH000004Ir1xYAC,2025-12-16T20:49:02.000+0000,(403)547-7566,(403) 630-2674,ash@sharmaandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huKXxYAM,False,,24586551,003OH00000890DuYAI,001OH000009vtZ5YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:39:41.000+0000,False,False,005OH000005URvxYAG,2025-12-16T20:39:41.000+0000,005OH000005URvxYAG,2025-12-16T20:39:41.000+0000,005OH000005URvxYAG,2025-12-16T20:39:41.000+0000,(780)910-3499,,bradbaird@solomonfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huKg1YAE,False,,24586579,0030A0000029X1YQAU,0010A000002vwglQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:40:07.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T20:40:07.000+0000,005OH000004Ir1xYAC,2025-12-16T20:40:08.000+0000,005OH000004Ir1xYAC,2025-12-16T20:40:08.000+0000,(403)613-2205,,doina@mortgagegroup.com,(403)776-4723,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huNdwYAE,False,,24589441,003OH00000QGXNnYAP,001OH00000VxLq5YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advice Canada,Medium,"user is saying that she usually gets to enter the MFA code when she signs into AC but now she doesn't.

Following up with the team to ask if this is expected behaviour",True,2025-12-16T21:47:38.000+0000,False,False,005OH000002iN7pYAE,2025-12-16T21:29:46.000+0000,005OH000002iN7pYAE,2025-12-16T21:47:39.000+0000,005OH000002iN7pYAE,2025-12-16T21:47:39.000+0000,(877)857-2673XExt253,,dinorah@corefinancialplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huO8bYAE,False,,24590720,003OH00000H2UjPYAV,001OH00000L4B2QYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:56:49.000+0000,False,False,0055o000001h4cFAAQ,2025-12-16T21:56:49.000+0000,0055o000001h4cFAAQ,2025-12-16T21:56:50.000+0000,0055o000001h4cFAAQ,2025-12-16T21:56:50.000+0000,(204)474-2929,(204)802-5649,samantha@yourstylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huOwaYAE,False,,24587959,003G0000018f7FbIAI,0010A000002wPKOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password reset,Medium,"NAME: AMANDA 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: LL21655/F0640
ADVISOR NAME: MICHEAL KELLY
PHONE: +19054195372 
EMAIL: mike.kelly@qandlfinancial.com 
*support staff called in but advisor was present to authenticate and allow me to proceed with call.
 
ISSUE: 
User is trying to reset password for product illustrations. 
 
AUTHENTICATION (If Required):
KB0021888 
Authenticated Advisor as ADSL advisor
Got permission to proceed with Amanda who called in to provide support to advisor
 
FINDINGS:
I needed to authenticate advisor directly before proceeding
ISAM password needs to be reset for access. 
 
TROUBLESHOOTING/RESOLUTION:
Reset ISAM password
User was able to log in and reset password
Confirmed that they could access PI 
 
EMAIL:
 
--------------------------------------***DDS DEC/16/2025***--------------------------
Hello Michael,
Thank you for contacting Workspace Support about resetting your Product Illustration password.
On the call today, after I asked you some authentication questions and got your permission to process, I reset the password for you user id (LL number) on our back-end system for Amanda to have access to log in on the site (formerly RepNet) and set a new password. On the call, Amanda confirmed that she was able to reset the password for you and log into product illustration. 
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-16T21:19:39.000+0000,False,False,005OH00000BGf2TYAT,2025-12-16T21:02:30.000+0000,005OH00000BGf2TYAT,2025-12-17T17:10:50.000+0000,005OH00000BGf2TYAT,2025-12-17T17:10:50.000+0000,(905)419-5372,(905) 441-5726,mike.kelly@qandlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huPCfYAM,False,,24587469,0030A0000029oTwQAI,0010A000002wB7qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T20:54:39.000+0000,False,False,005G0000002gxxjIAA,2025-12-16T20:54:39.000+0000,005G0000002gxxjIAA,2025-12-16T20:54:40.000+0000,005G0000002gxxjIAA,2025-12-16T20:54:40.000+0000,(514)822-4270,(514) 770-1614,alexander.ramirez@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huPkaYAE,False,,24589060,003OH00000SkEnsYAF,001OH00000YzKvxYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:23:07.000+0000,False,False,005OH000005URvxYAG,2025-12-16T21:23:07.000+0000,005OH000005URvxYAG,2025-12-16T21:23:08.000+0000,005OH000005URvxYAG,2025-12-16T21:23:08.000+0000,(780)819-3834,,a.bombino@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huQ45YAE,False,,24590678,003G0000018f7HRIAY,0010A000002wPMiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 16 2025

Bonjour Isabelle,

Merci de contacter l’équipe de soutien au rapport patrimoine.

Veuillez noter que j’ai attaché la liste de clients avec des fonds distincts pour les codes que vous m’aviez donné. Un courriel avec le mot de passe du document sera envoyé après ce message. 

Je voulais vous demander de prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! 😊 Wealth support (swoogo.com)

Je comprends aussi que vous voudrez savoir comment créer une liste des clients avec des fonds communs qui ont moins de 100,000$. L’équipe a trouvé un rapport qui pourra vous servir. 

Les instructions suivant vous montreront comment créer une liste de clients avec l’information de vos clients. Une prise d’écran a été attaché pour vous guider.

1.	Sur le centre d’investissement, allez à la fenêtre de rapports.
2.	Sous les options de gestion, choisissez « Commerce ».
3.	Veuillez choisir « Liste de clients » pour le type de Commerce.
4.	Sous les critères de sélection, veuillez sélectionner une valeur marchande que vous voulez voir (veuillez écrire 0 et 100000 dans la section « De » et veuillez mettre un chiffre plus grand dans la section « à »). 
5.	Après que toutes les instructions sont complétées, veuillez créer le rapport.   

 

J’espère que ces instructions vous aident. Si vous avez des problèmes, ou si vous avez d’autres questions en relations à des rapports, n’hésitez pas à nous contacter à nouveau! 

Veuillez prendre 30 secondes pour nous faire savoir comment notre équipe vous a aidé aujourd'hui en répondant à notre sondage! Wealth support (swoogo.com)

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.



From: Isabelle Tremblay <isabelle.tremblay@sfita.ca> 
Sent: December 11, 2025 11:13 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] Rapports de clients - Isabelle Tremblay (cabinet: SFITA) - 23786375

Bonjour, Est-ce possible de produire pour moi même : Isabelle Tremblay du cabinet SFITA, les rapports suivants : Liste des clients en fonds communs avec des comptes de 100 000 $ et moins Liste de tous les clients en fonds distincts chez Canada
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
 
Est-ce possible de produire pour moi même : Isabelle Tremblay du cabinet SFITA, les rapports suivants :
 
•	Liste des clients en fonds communs avec des comptes de 100 000 $ et moins
•	Liste de tous les clients en fonds distincts chez Canada Vie et Financières Horizons

Codes  : Canada vie : W6090 /  Quadrus : 15154 / Financières horizons : 2915

Merci de me transmettre ces rapports.

Merci d'avance pour tout, 
 
Je vous souhaite une bonne journée!
 
Bonne journée, 

Bien Cordialement, 

 	Léo Mazeyrat
Coordinateur Administratif et Financier
SFITA Cabinet de Services Financiers				 
	(514) 989-7000 poste 235
 
	leo.mazeyrat@sfita.ca

 
	https://sfita.ca

 
	388 Rue Saint-Jacques suite 700, Montréal, QC H2Y 1S1






 		 		 	


Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus. Si vous ne désirez plus recevoir ces messages, veuillez répondre au présent message en indiquant Désabonnement dans l’objet.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present If you no longer wish to receive these messages, please reply to this email with Unsubscribe in the subject.

Salut, 

Veuillez voir le mot de passe pour le document Excel envoyé: 

 YXPL4N9E
 
Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.
 
S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T21:55:46.000+0000,False,False,005OH000002iN7rYAE,2025-12-16T21:55:46.000+0000,005OH000002iN7rYAE,2025-12-16T21:55:47.000+0000,005OH000002iN7rYAE,2025-12-16T21:55:47.000+0000,(514)989-7000,(514) 894-4775,isabelle.tremblay@sfita.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huQFBYA2,False,,24587730,0030A000008N8yZQAS,0010A000009GGwlQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - MFA,Medium,"KB0022951 - User is having issues with her MFA, advised to turn on notification
KB0020738 - Authenticator (rotation 2) - Called back user - Disconnect MFA 
KB0022825 - Set up Google MFA 

Email: summer4353@gmail.com 
Code: H5668
Phone: 780-604-3648

***************************************************************************
Good afternoon, Chang
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T21:10:35.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T20:58:37.000+0000,005OH00000BG5v4YAD,2025-12-16T21:10:35.000+0000,005OH00000BG5v4YAD,2025-12-16T21:10:35.000+0000,(780)604-3648,(780) 604-3648,summer4353@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huRJOYA2,False,,24589902,003OH00000M95juYAB,001OH00000Qur6IYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User can not get the correct MFA number. Disconnected and set up new MFA. 
KB0022821 - Set Microsoft MFA 

Email: michelleppugh@primerica.com 
Code: P3073
Phone: 905-359-1103

************************************************************************
Good afternoon, Michelle

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Microsoft Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T21:39:45.000+0000,False,False,005OH00000BG5v4YAD,2025-12-16T21:38:23.000+0000,005OH00000BG5v4YAD,2025-12-16T21:50:22.000+0000,005OH00000BG5v4YAD,2025-12-16T21:50:22.000+0000,(905)359-1103,,michelleppugh@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huRL2YAM,False,,24590052,0030A0000029ZJrQAM,0010A000002vycqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:41:30.000+0000,False,False,005OH0000030c5BYAQ,2025-12-16T21:41:30.000+0000,005OH0000030c5BYAQ,2025-12-16T21:41:30.000+0000,005OH0000030c5BYAQ,2025-12-16T21:41:30.000+0000,(905)427-9797,,bdelong@rogers.com,(905)428-2177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huTg7YAE,False,,24591743,0030A0000029mwjQAA,0010A000002w9s7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0016709 - advisor called in earlier and an MFA extension was set up however the extension suddenly is not available. Microsoft extension was added but the advisor is under Chrome browser. Ask to change the browser to edge and the extension icon is showing again.

================

Hi Margaret

Thank you for contacting the workspace support about your MFA extension icon not showing in your computer.

We have confirmed that the MFA extension set up for you was under Microsoft edge browser and when we change the browser the icon appeared this time. Please ensure to use the edge browser when ever you are tying to access workspace.

Appreciate the time spent calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T22:41:34.000+0000,False,False,005OH00000BFPZHYA5,2025-12-16T22:25:48.000+0000,005OH00000BFPZHYA5,2025-12-16T22:49:06.000+0000,005OH00000BFPZHYA5,2025-12-16T22:49:06.000+0000,(416)590-7807X226,,hgoodman@hgpartners.ca,(416)590-9581,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huUc9YAE,False,,24588642,003G0000018f7PeIAI,0010A000002wPW4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:15:00.000+0000,False,False,005OH000006owoYYAQ,2025-12-16T21:15:00.000+0000,005OH000006owoYYAQ,2025-12-16T21:15:00.000+0000,005OH000006owoYYAQ,2025-12-16T21:15:00.000+0000,(306)961-9099,(306) 961-9099,greg.breeze@sasktel.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006owoYYAQ,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huV20YAE,False,,24589857,0030A0000029aPRQAY,0010A000002vzZ5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:37:24.000+0000,False,False,005G0000002gxxjIAA,2025-12-16T21:37:24.000+0000,005G0000002gxxjIAA,2025-12-16T21:37:24.000+0000,005G0000002gxxjIAA,2025-12-16T21:37:24.000+0000,(514)594-5858,,pnhfin@gmail.com,(514)587-2490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huWCYYA2,False,,24589243,0030A000008wOiWQAU,0010A000009rXUTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:26:29.000+0000,False,False,005OH000005URvxYAG,2025-12-16T21:26:29.000+0000,005OH000005URvxYAG,2025-12-16T21:26:29.000+0000,005OH000005URvxYAG,2025-12-16T21:26:29.000+0000,(587)877-6114,,cjensen@nextlevelinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huWZAYA2,False,,24590404,0030A0000029j5lQAA,0010A000002w6eiQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:49:40.000+0000,False,False,005OH000005URvxYAG,2025-12-16T21:49:40.000+0000,005OH000005URvxYAG,2025-12-16T21:49:40.000+0000,005OH000005URvxYAG,2025-12-16T21:49:40.000+0000,(780)462-2735,(780) 498-1715,brianesler@shaw.ca,(780)433-7717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huXQNYA2,False,,24590547,003OH00000SvwVPYAZ,001OH00000ZDfFvYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0018402 - Advisor is not certain if she does have an activation code as of this time, advise to check her email no good. Referred to distribution_methodology@canadalife.com to confirm or request an activation code first.
==================

Hi Harkirat,

Thank you for contacting the workspace support about registering to workspace.

We have confirmed that you did not receive your activation code yet that is necessary for you to create your user id and register to workspace. We have referred you to distribution_methodology@canadalife.com so you may request for an activation. The team will respond to you with the activation code and instructions on how to create your user id. Please reach out to us if you need assistance upon receiving the activation code. 
 
Appreciate your patience and understanding on this matter. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T22:18:19.000+0000,False,False,005OH00000BFPZHYA5,2025-12-16T21:52:53.000+0000,005OH00000BFPZHYA5,2025-12-16T23:36:58.000+0000,005OH00000BFPZHYA5,2025-12-16T23:36:58.000+0000,(604)441-7904,,harkiratmalhi1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huXVCYA2,False,,24589263,0030A00000BmHoZQAV,0010A000002wPyhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:26:47.000+0000,False,False,005OH000002npWUYAY,2025-12-16T21:26:47.000+0000,005OH000002npWUYAY,2025-12-16T21:26:48.000+0000,005OH000002npWUYAY,2025-12-16T21:26:48.000+0000,(416)498-6944,(416) 565-4867,terryflynn@tmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huXwcYAE,False,,24590028,0030A000002tVKJQA2,0010A000003fnCgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:41:00.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T21:41:00.000+0000,005OH000004Ir1xYAC,2025-12-16T21:41:01.000+0000,005OH000004Ir1xYAC,2025-12-16T21:41:01.000+0000,(780)490-6989,(780) 885-7377,emmama@crius.ca,(780)450-6670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huZNJYA2,False,,24589502,0030A0000029YtwQAE,0010A000002vyFfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor's account is locked.
*****************
Hi Josh , thank you for contacting the workspace support today.

To recap our call, I was able to assist you with signing onto your workspace account, you also had some questions about the active advisor codes under the company. contracts&compensation@canadalife.com should be able to confirm advisor codes for you.

If you are having any issues, please let me know in your response
We would love to hear your feedback, I would appreciate if you could fill out this survey 




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T21:44:03.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T21:30:57.000+0000,005OH00000BFQFCYA5,2025-12-16T21:49:56.000+0000,005OH00000BFQFCYA5,2025-12-16T21:49:56.000+0000,(416)733-3292,,josh@tridelta.ca,(416)981-7972,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huZbrYAE,False,,24589740,0030A000002rRNMQA2,0010A000003cLxMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:35:14.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T21:35:14.000+0000,005OH000004Ir1xYAC,2025-12-16T21:35:15.000+0000,005OH000004Ir1xYAC,2025-12-16T21:35:15.000+0000,(403)452-3886,(403) 836-9312,cindywang836@gmail.com,(403)452-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huZjvYAE,False,,24589736,0030A000007A7jOQAS,0010A000008187oQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Paperless Report Request,Medium,"report provided 

**EMAIL**

Hi Xyrus,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
4Q8NJI3NB3

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Xyrus,

This email is regarding your request for a list of clients with paperless status in Investment Centre. Please find the attached file as reference. A separate Password Email for the password-protected Excel file will follow.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of Paper-basedclients. The details are as follows:

Request 1:
Advisor: 
Code: 

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EVJvCJWQCxdAhnW2uSaMRLwB3f1uoVtPKj3T1ufnCyNaNQ?e=u3NJzC",True,2025-12-16T21:35:08.000+0000,False,False,005OH0000071DK9YAM,2025-12-16T21:35:08.000+0000,005OH0000071DK9YAM,2025-12-16T21:35:09.000+0000,005OH0000071DK9YAM,2025-12-16T21:35:09.000+0000,(306)586-0905,(306) 690-9769,xyrus.smith@heartlandfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hubSMYAY,False,,24590761,0030A0000029Vg9QAE,0010A000002vvYSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:57:23.000+0000,False,False,005OH000005URvxYAG,2025-12-16T21:57:23.000+0000,005OH000005URvxYAG,2025-12-16T21:57:24.000+0000,005OH000005URvxYAG,2025-12-16T21:57:24.000+0000,(780)395-9494,,dipak@auminsurance.ca,(780)395-9495,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hubqYYAQ,False,,24590242,0030A00000C13kfQAB,0010A00000CbKNjQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T21:45:49.000+0000,False,False,005OH000005URvxYAG,2025-12-16T21:45:49.000+0000,005OH000005URvxYAG,2025-12-16T21:45:49.000+0000,005OH000005URvxYAG,2025-12-16T21:45:49.000+0000,(780)904-8205,,ronbuchaski@gmail.com,(780)387-4929,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hudVlYAI,False,,24590254,0030A00000BHnj4QAD,0010A00000Bs2XkQAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***DDS 2025-12-16***
User wanted to merge 2 accounts.
DDS changed Crystal Lynn Snook to Crystal Lynn Snook where Lynn in the middle name.
 
================================================================================
****Email Chain**
Hello Becky,

Thank you for contacting the Workspace Support team regarding your merge issue.

We’ve gone ahead and performed the necessary changes on our system, and you should be able to merge the accounts in 2-3 business days. If you are still unable to merge the accounts after 3 business days, feel free to reply to this email and we would love to investigate this issue further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 4, 2025 10:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Becky Allen (becky. allen@ csfi. ca) has submitted a merge issue. Client details: First name: Crystal Middle name (if applicable): Last name: Snook DOB: October 21, 1986 Policy Number(s): 69105113U, 9557601-1
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Becky Allen (becky.allen@csfi.ca) has submitted a merge issue.
 
Client details:
First name: Crystal
Middle name (if applicable): 
Last name: Snook
DOB: October 21, 1986
Policy Number(s): 69105113U, 9557601-1
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000hoIFYYA2/crystal-lynn-snook
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000K0ksHYAR/crystal-lynn-snook
URL 3: 
URL 4: 
Additional details:",True,2025-12-16T21:46:08.000+0000,False,False,005OH00000AX0rVYAT,2025-12-16T21:46:08.000+0000,005OH00000AX0rVYAT,2025-12-16T21:46:47.000+0000,005OH00000AX0rVYAT,2025-12-16T21:46:47.000+0000,(506)857-8727,(506) 962-4997,josh.hicks@csfi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huitdYAA,False,,24591188,003OH00000M91beYAB,001OH00000QuwyzYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Workspace Registration,Medium,"Workspace registration.
***********
Hi Debbie , thank you for contacting the workspace support today.

To recap our call, I assisted you with your workspace registration and you were able to log in.


If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T22:32:04.000+0000,False,False,005OH00000BFQFCYA5,2025-12-16T22:09:50.000+0000,005OH00000BFQFCYA5,2025-12-16T22:32:04.000+0000,005OH00000BFQFCYA5,2025-12-16T22:32:04.000+0000,(250)253-8558,,debbie.tettenborn@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huiyUYAQ,False,,24592005,0030A0000029YydQAE,0010A000002vyKMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T22:33:53.000+0000,False,False,005OH000002iJPDYA2,2025-12-16T22:33:53.000+0000,005OH000002iJPDYA2,2025-12-16T22:33:54.000+0000,005OH000002iJPDYA2,2025-12-16T22:33:54.000+0000,(604)285-7175,(604) 218-0006,agnesmwt@gmail.com,(604)285-7176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hukAfYAI,False,,24591369,0030A000002xUraQAE,0010A000003ixWhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T22:14:57.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T22:14:57.000+0000,005OH000004Ir1xYAC,2025-12-16T22:14:58.000+0000,005OH000004Ir1xYAC,2025-12-16T22:14:58.000+0000,(780)937-8529,,5jeffrey.zhou5@gmail.com,(780)450-6670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hukAgYAI,False,,24592834,0030A0000029ZDhQAM,0010A000002vyY3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T23:02:43.000+0000,False,False,005OH000002iJPDYA2,2025-12-16T23:02:43.000+0000,005OH000002iJPDYA2,2025-12-16T23:02:44.000+0000,005OH000002iJPDYA2,2025-12-16T23:02:44.000+0000,(604)218-8869,,chan.jennifer15@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hukH9YAI,False,,24592015,0030A000004LU5fQAG,0010A0000057ScrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T22:34:06.000+0000,False,False,005OH000004Ir1xYAC,2025-12-16T22:34:06.000+0000,005OH000004Ir1xYAC,2025-12-16T22:34:06.000+0000,005OH000004Ir1xYAC,2025-12-16T22:34:06.000+0000,(403)238-2005,,dave.shakespeare@edwardjones.com,(888)800-0825,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000humE6YAI,False,,24592423,0035o000003cyWrAAI,0015o000004GmomAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registartion,Medium,"***DDS Dec.16/2025***
User was inquiring about registering for a Workspace account, confirmed user had not registered for Workspace nor had he created a User ID. Asked the user if he received a registration email from DM which he said he could not find. Sent a follow up email to the user and CC Distribution methodology in assisting him and providing the registration email that included his activation code.

REF KB: KB0017316

*****Email*****
Hello Matthew, 

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding registering for your Workspace account.

@Distribution Methodology, can you please assist Matthew Dam (D8402) in providing the registration email that includes his Activation Code.

Once you receive the registration email, please follow the link provided and register for your Workspace account.

If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T23:05:04.000+0000,False,False,005OH00000BFQFBYA5,2025-12-16T22:47:54.000+0000,005OH00000BFQFBYA5,2025-12-16T23:07:35.000+0000,005OH00000BFQFBYA5,2025-12-16T23:07:35.000+0000,(905)892-5993,,matt.dam@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000humvgYAA,False,,24594202,0030A000001ah7EQAQ,0010A000002wN1JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****12/16/25 

KB0016002
Verified SF, Copilot and CIS - SIN discrepancy
User will need to contact CSC or Support Chat to update the SIN on file.

============================================================================================= 
 
****Email Chain****

Hello Jen,

Thank you for contacting Workspace Support regarding the merge issue in Workspace below.

Upon verification, we noticed that there is a SIN Number discrepancy between the accounts which is preventing us to process the merge. Please reach out to Client Services Centre (CSC) or the Advisor Support Chat in Workspace to update the incorrect SIN. 

Client Services Centre : 1-888-252-184


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 4, 2025 9:22 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Jen Shymanski (jen@ santorofinancial. com) has submitted a merge issue. Client details: First name: Erin Middle name (if applicable): Last name: Goertzen DOB: January 29, 1989 Policy Number(s): 41311128,60633735T,69011584T
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Jen Shymanski (jen@santorofinancial.com) has submitted a merge issue.
 
Client details:
First name: Erin
Middle name (if applicable): 
Last name: Goertzen
DOB: January 29, 1989
Policy Number(s): 41311128,60633735T,69011584T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0015o000007AeghAAC/erin-goertzen
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000EeZgX/erin-goertzen
URL 3: 
URL 4: 
Additional details:",True,2025-12-17T00:12:39.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T00:12:39.000+0000,005OH0000097FtCYAU,2025-12-17T00:13:47.000+0000,005OH0000097FtCYAU,2025-12-17T00:13:47.000+0000,(226)339-3673,(226) 339-3673,andrew@santorofinancial.com,(888)729-4001,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huqG8YAI,False,,24592728,003OH00000IABHaYAP,001OH00000MKGyQYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0016709 - ASA is assisting several advisors and that she cant be contacted through the phone number under the advisor's name.  Called the advisor through the best call back number. Disconnected the MFA and prefers to use the extension. Extension for edge is already set up. Issue resolved.
========================

Hi Jinnie,

Thank you for contacting the workspace support about setting up your multi-factor authenticator/MFA.

We’re here to make supporting your advisor and support staff as smooth as possible, while keeping the account secure.
Since MFA resets unlock full access to Workspace, we need to confirm the request is authorized by the account holder/advisor and I hope you understand the reason why we need to confirm additional information and must call you on a phone number for verification. We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace.

We appreciate your patience and understanding in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-16T23:20:51.000+0000,False,False,005OH00000BFPZHYA5,2025-12-16T22:58:27.000+0000,005OH00000BFPZHYA5,2025-12-16T23:27:52.000+0000,005OH00000BFPZHYA5,2025-12-16T23:27:52.000+0000,(604)235-5263,,ldonaldson@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huqpaYAA,False,,24592474,0035o000006k4ocAAA,0015o000007KZj8AAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T22:49:36.000+0000,False,False,005OH000002iJPDYA2,2025-12-16T22:49:36.000+0000,005OH000002iJPDYA2,2025-12-16T22:49:36.000+0000,005OH000002iJPDYA2,2025-12-16T22:49:36.000+0000,(778)891-8173,,jenniferli8173@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hurFNYAY,False,,24592449,0030A0000029gfTQAQ,0010A000002w4f0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T22:48:50.000+0000,False,False,005OH000005URvxYAG,2025-12-16T22:48:50.000+0000,005OH000005URvxYAG,2025-12-16T22:48:50.000+0000,005OH000005URvxYAG,2025-12-16T22:48:50.000+0000,(780)242-3616,,shah_drs@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000005URvxYAG,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hutU5YAI,False,,24592815,0030A0000029XeMQAU,0010A000002vxBHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration - hard stop authentication failed,Medium,"*12/16*
----------------
Leslie Allen

trying to register for Workspace
d6842
d6841
hard stop 
*email*
----------------
Good afternoon Leslie and Iqbal, 

Thank you for contacting the Workspace Support Team with your inquiry. 

Leslie called wishing to get some support for registration but was unfortunately unable to pass our authentication. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-16T23:19:04.000+0000,False,False,005OH000008919xYAA,2025-12-16T23:02:08.000+0000,005OH000008919xYAA,2025-12-16T23:19:04.000+0000,005OH000008919xYAA,2025-12-16T23:19:04.000+0000,(780)424-2651X6010,,iqbal@amiriwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000huv1GYAQ,False,,24594421,0031600002RdwaNAAR,0010A000002wNtbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****12/16/25 

Logged in as user and noticed the accounts to be merged belong to different advisors
From KB0020913 - profiles must be owned by the same advisor.
 
============================================================================================= 
 
****Email Chain****

Hello Meaghen,

Thank you for contacting Workspace Support regarding the merge issue below. 

We are unable to merge these accounts as they belong to different account owners/advisors.

If you have additional questions or require further support, please do not hesitate to let us know.


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 4, 2025 9:50 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Meaghen Ross (meaghen. ross@ bcfwealth. com) has submitted a merge issue. Client details: First name: Lynnett Middle name (if applicable): Last name: Stucky-Mack DOB: November 19, 1962 Policy Number(s): F717555538,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Meaghen Ross (meaghen.ross@bcfwealth.com) has submitted a merge issue.
 
Client details:
First name: Lynnett
Middle name (if applicable): 
Last name: Stucky-Mack
DOB: November 19, 1962
Policy Number(s): F717555538, F731984112
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/s/account/001OH00000OT8CrYAL/lynnett-stuckymack?tabset-bca9e=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000IGvzFYAT/lynnett-stuckymack?tabset-cec8e=87c21
URL 3: 
URL 4: 
Additional details:",True,2025-12-17T00:25:32.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T00:25:32.000+0000,005OH0000097FtCYAU,2025-12-17T00:28:29.000+0000,005OH0000097FtCYAU,2025-12-17T00:28:29.000+0000,(604)576-0060,(778) 998-9475,andrew.crampton@bcfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hv0ydYAA,False,,24593898,0030A0000029fKPQAY,0010A000002w3YGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"***DDS Dec.16/2025***
Assistant to the Advisor called in regarding resetting the Advisor's Workspace pw. I let the caller know we have to speak to their Advisor and authenticate them before we can proceed with the pw reset. she placed me on hold briefly to speak to her advisor and confirmed that he received the pw reset link in their email so they are able to resolve this issue themself.",True,2025-12-17T00:01:29.000+0000,False,False,005OH00000BFQFBYA5,2025-12-16T23:54:57.000+0000,005OH00000BFQFBYA5,2025-12-17T00:02:06.000+0000,005OH00000BFQFBYA5,2025-12-17T00:02:06.000+0000,(604)697-5750,,lyle@langloisbrown.com,(604)684-2840,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hv3YKYAY,False,,24593864,003OH00000LVnelYAD,001OH00000QB0STYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/16*
----------------
h3491
Vivian Tang
disconnnected old authenticator
walked through registering google authenticator 
logged into Workspace 
*email*
----------------

Good afternoon Vivian, 

Thank you for contacting the Workspace Support Team with your inquiry. 

Your Salesforce authenticator app is no longer set up on your iphone and displays a 2 word phrase instead of a verification code or approve button. We suggested you use a different app because the Salesforce authenticator can sometimes erase itself, you were able to register your Google authenticator without issue. If you have any questions or concerns, please reply to this email

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T00:07:03.000+0000,False,False,005OH000008919xYAA,2025-12-16T23:53:06.000+0000,005OH000008919xYAA,2025-12-17T00:07:03.000+0000,005OH000008919xYAA,2025-12-17T00:07:03.000+0000,(778)919-6688,,viviannatang96.ifm@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hv4SlYAI,False,,24593827,0030A0000029WCsQAM,0010A000002vw0qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T23:51:00.000+0000,False,False,005OH000002iJPDYA2,2025-12-16T23:51:00.000+0000,005OH000002iJPDYA2,2025-12-16T23:51:01.000+0000,005OH000002iJPDYA2,2025-12-16T23:51:01.000+0000,(778)829-2712,,angel@bestcarefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hv8XyYAI,False,,24593816,0030A0000029WCsQAM,0010A000002vw0qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-16T23:50:31.000+0000,False,False,005OH000002iJPDYA2,2025-12-16T23:50:31.000+0000,005OH000002iJPDYA2,2025-12-16T23:50:31.000+0000,005OH000002iJPDYA2,2025-12-16T23:50:31.000+0000,(778)829-2712,,angel@bestcarefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hv8zNYAQ,False,,24593773,003OH00000QAkyoYAD,001OH00000VqAmXYAV,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login issue,Medium,"****DDS****12/16/25 

User is unable to sign into WS - check login history - user entered invalid password
Use also changed their mobile device and will need to reset their MFA
As per the new process for authentication, user was advised to call us to assist with this inquiry
 
============================================================================================= 
 
****Email Chain****

Bonjour Caroline,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès et la double authentification.

 Pour vous aider, nous devons communiquer avec vous directement par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Girard, Caroline <Caroline.Girard@adj.ia.ca> 
Sent: December 16, 2025 10:37 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Connexion espace conseiller

Bonjour, Pour une raison que j'ignore, je ne suis plus en mesure de me connecter sur l'espace conseiller avec mon courriel caroline. girard@ adj. ia. ca Mon nom d'utilisateur est CGirard. J'ai tenté à 3 reprises de réinitialiser mon mot de passe,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Pour une raison que j'ignore, je ne suis plus en mesure de me connecter sur l'espace conseiller avec mon courriel caroline.girard@adj.ia.ca
Mon nom d'utilisateur est CGirard.

J'ai tenté à 3 reprises de réinitialiser mon mot de passe, mais je n'ai jamais reçu de courriel.

J'ai changé de cellulaire récemment et je dois aussi reprogrammer la double authentification avec Salesforce authenticator.

Merci en avance pour votre aide ! 


  	Caroline Girard
Directrice administration
Saxum assurances et services financiers inc.
Industrielle Alliance, Assurance et services financiers inc.
5700 Rue J-B Michaud, bureau 500
Lévis (Québec) G6V 0B1
Fax : 1 581 500-0711
caroline.girard@adj.ia.ca


Saxum assurances et services financiers inc. est un cabinet partenaire de iA Groupe financier afin d'opérer son réseau dédié de conseillers. Les échanges par courriel ne sont pas un moyen sécurisé de partager de l’information.
Ce message peut contenir de l’information privilégiée ou confidentielle. Si ce message ne vous est pas adressé ou si vous l’avez reçu par erreur, veuillez aviser l’émetteur immédiatement et effacer l’original, sans en tirer de copie ni en dévoiler le contenu.
Pour cesser de recevoir des messages électroniques commerciaux de la part de l'Industrielle Alliance, Assurance et services financiers inc., cliquez ici.

Mise en garde - Warning 
English will follow 
Faites constamment preuve de prudence : ne cliquez jamais sur des liens ou des pièces jointes qui vous semblent suspects. iA Groupe financier ne vous demandera jamais de renseignements personnels ou confidentiels par courriel, SMS ou via les réseaux sociaux.
Pour en apprendre plus sur les bonnes pratiques de cybersécurité, consultez la section Ma sécurité de notre site Web (https://ia.ca/zone-conseils/securite) 
________________________________________
Be always careful : never click on a link or attachment that seems suspicious. iA Financial Group will never ask you for personal or confidential information via email, SMS or social networks.
To learn more about good cyber security practices, visit the My security section of our website (https://ia.ca/advice-zone/security).",True,2025-12-16T23:48:10.000+0000,False,False,005OH0000097FtCYAU,2025-12-16T23:48:10.000+0000,005OH0000097FtCYAU,2025-12-16T23:50:19.000+0000,005OH0000097FtCYAU,2025-12-16T23:50:19.000+0000,(877)215-8421X101,,regis.bouchard@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hv9sFYAQ,False,,24594360,0030A0000029i1sQAA,0010A000002w5oCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T00:22:10.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T00:22:10.000+0000,005OH000002iJPDYA2,2025-12-17T00:22:11.000+0000,005OH000002iJPDYA2,2025-12-17T00:22:11.000+0000,(604)261-2123,(778) 861-1386,sinva.ca@gmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hvBZ4YAM,False,,24594194,0030A0000029YmjQAE,0010A000002vy8mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnected/Reconnected MFA,Medium,"***DDS Dec.16/2025***
User was having issues accessing their Workspace account due to the MFA. Authenticated user and disconnected/reconnected their Authenticator to their account. User was able to log in/log out and log back in successfully.

REF KB: KB0022825  

*****Email*****

Hello Lauren,

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding your Authenticator issue.
 
We’re happy we were able to assist you in disconnecting and reconnecting your Authenticator.
As a reminder, whenever you log in to your Workspace account, please open the Google Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please use this link to fill out this short survey and tell us how we did. Workspace Support Independent Distribution (swoogo.com)

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T00:27:14.000+0000,False,False,005OH00000BFQFBYA5,2025-12-17T00:12:17.000+0000,005OH00000BFQFBYA5,2025-12-17T00:30:49.000+0000,005OH00000BFQFBYA5,2025-12-17T00:30:49.000+0000,(306)490-8820,,dwheeldon@sentinelgroup.ca,(306)445-8991,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hvCA9YAM,False,,24594038,0030A0000029ZDhQAM,0010A000002vyY3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T00:03:19.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T00:03:19.000+0000,005OH000002iJPDYA2,2025-12-17T00:03:19.000+0000,005OH000002iJPDYA2,2025-12-17T00:03:19.000+0000,(604)218-8869,,chan.jennifer15@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hvErtYAE,False,,24594369,0030A0000029i1sQAA,0010A000002w5oCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T00:22:45.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T00:22:45.000+0000,005OH000002iJPDYA2,2025-12-17T00:22:46.000+0000,005OH000002iJPDYA2,2025-12-17T00:22:46.000+0000,(604)261-2123,(778) 861-1386,sinva.ca@gmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hvFmNYAU,False,,24594703,003OH00000DYVd7YAH,001OH00000HB2EXYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,workspace access issue,Medium,"***DDS Dec.16/2025***
User was having an issue accessing his Workspace account and wanted to reset the pw. Tried multiple times to access Siebel to authenticate the user but the site was down somehow. did a logmein session and tried to have the user follow the forgot password option. Ultimately apologized to the user and explained the situation and asked if he can give us a call back tomorrow for further assistance with his issue.",True,2025-12-17T01:11:09.000+0000,False,False,005OH00000BFQFBYA5,2025-12-17T00:47:51.000+0000,005OH00000BFQFBYA5,2025-12-17T01:11:09.000+0000,005OH00000BFQFBYA5,2025-12-17T01:11:09.000+0000,(437)227-9558,,adekunle.owoeye@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hvHPxYAM,False,,24594820,003G0000018f7NyIAI,0010A000002wPUPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****12/16/25 

Logged in as user and noticed client has only 1 profile
Advised user to contact us if they still see 2 accounts for the same client -Raymond Chan
 
============================================================================================= 
 
****Email Chain****

Salut Camille,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace affaires à propos d’une fusion de compte.

Nous avons remarqué qu’il existe qu’un seul compte pour le client Raymond Chan, en plus aucun compte s’affiche lorsqu’on clique sur le deuxième lien dans votre courriel. Si vous voyez toujours deux comptes, veuillez-nous le faire savoir. Nous serons heureux d’examiner cela plus en détail pour vous.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 4, 2025 2:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that camille lavigueur (camille. lavigueur@ gcontactplus. com) has submitted a merge issue. Client details: First name: raymond Middle name (if applicable): Last name: chan DOB: 24 octobre 1992 Policy Number(s): 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that camille lavigueur (camille.lavigueur@gcontactplus.com) has submitted a merge issue.
 
Client details:
First name: raymond
Middle name (if applicable): 
Last name: chan
DOB: 24 octobre 1992
Policy Number(s): 60323299T , 60333306C ,60333299T,60340610T,60287247C,69106176C,S0002739T,60784823T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0015o000007Adp4AAC/raymond-chan
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000MamEOYAZ/raymond-chan
URL 3: 
URL 4: 
Additional details:",True,2025-12-17T00:59:16.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T00:59:16.000+0000,005OH0000097FtCYAU,2025-12-17T01:01:41.000+0000,005OH0000097FtCYAU,2025-12-17T01:01:41.000+0000,(450)672-0245,(514) 949-6819,claudia.gagnon@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,107.0
500OH00000hwA9wYAE,False,,24598486,0030A0000029kLcQAI,0010A000002w7hUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Updating Incorrect Client Information in Workspace,Medium,"SL - Address reflecting correctly on WS after recent ETL. Advised issue should be resolved.

***DDS*** 12/17/25
Name: DAVID ACHESON
Phone: 
Agent code: B5493
Reference:  KB0015432


Good morning David and Thomas,

Thank you for reaching out to the Workspace Support Team regarding this address discrepancy.

We’ve checked the information through the backend system and can see the address is reflecting on Workspace with the P.O. Box once, not twice.

@daveacheson@balancedplanning.ca Please confirm if this issue’s been resolved on your end when you have a moment. Thank you. 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Cuberos, Tomas <Tomas.Cuberos@canadalife.com> 
Sent: December 15, 2025 4:26 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: 24598486 - FW: Call Centre Referral - Policy #411259864 


Hello DDS Leaders, 

Please see attached L2 escalation form.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Cuberos, Tomas <Tomas.Cuberos@canadalife.com> 
Sent: December 15, 2025 4:26 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: 24598486 - FW: Call Centre Referral - Policy #411259864 

Please handle the below

I can confirm there is only one entry on system, it does not show the po box twice, as described below.

For reference, this is what is showing on system.

 

Kindly assist the advisor. 

Thanks!

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
Tomas Cuberos
Customer Service Specialist
Canadian Operations – Wealth
Phone: (519)931-5112 tomas.cuberos@canadalife.com 


 

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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: ISP Customer Care <ISP_Customer_Care@canadalife.com> 
Sent: December 15, 2025 2:11 PM
To: IC Wealth Workflow System <ICWealthWF@canadalife.com>
Subject: FW: Call Centre Referral - Policy #411259864 

 
________________________________________
From: CL IRIS - Call Centre <CLIRISCallCentre@canadalife.com>
Sent: Monday, December 15, 2025 2:10:36 PM (UTC-05:00) Eastern Time (US & Canada)
To: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: Call Centre Referral - Policy #411259864 
Please handle accordingly. No response to Call Centre is required. 
Policy Number(s):	411259864 
Client Name:	SHARON HODGSON 
Caller Name:	DAVID ATCHESON 
Caller Relationship:	Advisor
Advisor Code:	24311
Caller authenticated?	Yes
Language:	English
Send To:	isp_customer_care@canadalife.com

Acknowledgement call required?	No
Correspond By:	
Caller's Phone Number:	250 809-7045
Caller's Fax #	
Caller's Email Address:	
Caller's Mailing Address:	PO BOX 912 SUMMERLAND BC V0H 1Z0 
Date of Birth:	
Permission to leave voicemail?	
Email Security Permission?	
Referral Reason:	Address Change
Follow-up #	None
Submitter Employee ID:	LL59542
 
Additional Details:
the advisor indicated the address is showing as incorrect is showing PO BOX 912 twice on workspace. Please correct address to PO BOX 912 SUMMERLAND BC V0H 1Z0 and resend the purchase confirmation from 29NOV2025 to corrected address.",True,2025-12-22T13:37:19.000+0000,False,False,0050A000000qsPeQAI,2025-12-17T14:38:14.000+0000,005OH00000BGeeHYAT,2025-12-22T13:37:19.000+0000,0050A000000qsPeQAI,2025-12-22T13:37:19.000+0000,(778)516-5580,(250) 809-7045,daveacheson@balancedplanning.ca,(778)516-5582,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwAJRYA2,False,,24596825,0030A000006r1YBQAY,0010A000007gJYSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T13:55:46.000+0000,False,False,005OH000007fgYjYAI,2025-12-17T13:55:46.000+0000,005OH000007fgYjYAI,2025-12-17T13:55:46.000+0000,005OH000007fgYjYAI,2025-12-17T13:55:46.000+0000,(514)894-1589,(514) 894-1589,asantaguida@twmg.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwDCOYA2,False,,24598515,0030A0000029Wz4QAE,0010A000002vwdsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator issues,Medium,"RALPH DLORIO

Advisor was having issues with authenticator. Assist them with changing verification method and enable notifications. They were able to login successfully.

Hello Ralph,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you were having issues with authenticator. I help you to change the verification method on your computer and enable the notifications in salesforce authenticator. You were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T14:48:53.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T14:38:53.000+0000,005OH00000BFiyTYAT,2025-12-17T14:48:53.000+0000,005OH00000BFiyTYAT,2025-12-17T14:48:53.000+0000,(514)262-3556,,diorioralph@gmail.com,(514)643-4898,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwDdkYAE,False,,24595899,003G0000018f6pBIAQ,0010A000002wOquQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't access Investment Centre,Medium,"Caller Name: Linda Anderson
Advisor or support staff: Advisor support/MA
Advisor Code: F5684
Advisor Name: Barry Thompson	
Phone: 
Email:  linda@rwsl.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Trying to access Investment Centre/banner across the top of Workspace noting current issue. 

FINDING:
did a logmein sessions, screenshot attached with the banner.

RESOLUTION: CONFIRMED WITH DDS TRENDING WE DO HAVE AN ISSUE WITH THE ADSL SIDE.
ADVISED LINDA. Confirmed with DDS/Michelle this was in error and fixed on our end. 
Had Linda sign out, cleared cookies/cache in Chrome, had her sign in again and everything is now working. 


--------------------------------------***DDS  12/17/2025***--------------------------
Hello Linda,

Thanks for contacting Workspace Support today. It was a pleasure speaking to you. 

To recap, during our LogMeIn session I was able to capture the banner nothing there are current issues with Workspace and no options to Investment centre or anything else.

I assisted you with clearing the cookies/cache, signing out/back in again to Workspace and the issue was resolved, you were able to access Investment centre.

We tested by having you sign out and back in again with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-17T13:45:11.000+0000,False,False,005OH00000AUS7aYAH,2025-12-17T13:12:55.000+0000,005OH00000AUS7aYAH,2025-12-17T13:45:11.000+0000,005OH00000AUS7aYAH,2025-12-17T13:45:11.000+0000,(613)205-8020,(613) 812-2241,barry@rwsl.ca,(613)205-8007,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwFihYAE,False,,24596326,0031600002cy2SWAAY,0015o000008H1gIAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,AOR transfer for policy# 60618228C.,Medium,"***DDS*** 12/17/25
Name:  Kay Hira   
Phone: 
Agent code: 
Reference:  

Advisor name:  	SARAH ELIZABETH CHISHOLM

Hello Kay,

Thank you for contacting the Workspace support group regarding AOR transfer for policy# 60618228C.

I’m showing that this policy is still under Advisor Hugh O’Neil.

Please confirm how and when this was transferred?   

You will need to confirm with Contracts & Compensation if a request was put through to confirm if the transfer was processed.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Hira, Kay <Kay.Hira@canadalife.com> 
Sent: December 15, 2025 3:41 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: AAP - O'Farrell Financial : Urgent - CI Policy 60618228C - Sally Jane Lao
Importance: High

Hello WS support team

The above policy is aligned to advisor Sarah Chisholm - code (W6503), but the advisor is unable to view it On Workspace.
Can you please review and advise the reason ? Please process the necessary fix as well

Thanks

Kay Hira  ACS  CSC
Business Development Consultant I Advanced Advisor Practices
Kay.Hira@canadalife.com I 416-756-8680    

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
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From: Jennifer Shaddick <jennifers@ofarrellfinancial.com> 
Sent: December 15, 2025 2:12 PM
To: Hira, Kay <Kay.Hira@canadalife.com>
Subject: [EXT] Urgent - CI Policy 60618228C - Sally Jane Lao
Importance: High

Hi Kay, We are looking to confirm that CI Policy 60618228C for Sally Jane Lao is still in force as the client is inquiring about her coverage and we cannot see it on system. This policy was originally under Hugh O’Neill (W5480) and I believe
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Hi Kay,

We are looking to confirm that CI Policy 60618228C for Sally Jane Lao is still in force as the client is inquiring about her coverage and we cannot see it on system.

This policy was originally under Hugh O’Neill (W5480) and I believe it was supposed to be transferred to Sarah Chisholm’s code (W6503) when Hugh retired in July. Sally Jane’s term policy and her husband Orvin’s Term policy and CI policy have all moved to Sarah’s code.

Can you please investigate and see if it can be transferred? Currently we cannot see it on system.

Thank you,


Jennifer Shaddick
Advisor Associate to Sarah Chisholm
Book a meeting with Sarah Chisholm | https://calendly.com/sarahchisholm
T: 613.258.1997 Ext.277 | F: 613.258.6983
510 St. Lawrence Street, Winchester ON K0C 2K0
jennifers@ofsi.ca | OFSI.CA",True,2025-12-17T13:34:38.000+0000,False,False,005OH00000BGeeHYAT,2025-12-17T13:34:38.000+0000,005OH00000BGeeHYAT,2025-12-17T13:35:26.000+0000,005OH00000BGeeHYAT,2025-12-17T13:35:26.000+0000,(613)258-1997,Ext 247,sarahc@ofsi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwHkZYAU,False,,24596157,003G0000018f7EIIAY,0010A000002wPJ5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Merge Issue,Medium,"ALEXANDER FRANKLAND
41084484,E176525T

Middles name has been updated to James.

Hello Jones,

Thank you for contacting workspace support team. I am so happy to assist with your inquiry today.

I’ve amended the user’s accounts in our system. You should find the merge prompt appears in Workspace within 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 5, 2025 10:40 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission Case-24596157

This is an alert to let you know that Fallon Jones (fallon@ baywealth. ca) has submitted a merge issue. Client details: First name: Paul Middle name (if applicable): James Last name: Ryan DOB: October 15, 1969 Policy Number(s): 41084484 Merge
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This is an alert to let you know that Fallon Jones (fallon@baywealth.ca) has submitted a merge issue.
 
Client details:
First name: Paul
Middle name (if applicable): James
Last name: Ryan
DOB: October 15, 1969
Policy Number(s): 41084484
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0015o000008M9tVAAS/paul-james-ryan
URL 2: https://workspace.canadalife.com/workspace/s/account/0015o000008KHNHAA4/paul-j-ryan
URL 3: 
URL 4: 
Additional details:",True,2025-12-17T13:34:43.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T13:27:02.000+0000,005OH00000BFiyTYAT,2025-12-17T13:34:43.000+0000,005OH00000BFiyTYAT,2025-12-17T13:34:43.000+0000,(902)482-9665,(902) 789-6687,alex@baywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwLePYAU,False,,24595664,0031600002QUe3fAAD,0010A000002wNqMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Login Issue,Medium,"Caller Name: XIAOLAN (Mary) GUAN
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: XIAOLAN (Mary) GUAN	
Phone: 647-706-9177
Email: maryguan@maryguanfinancial.com 		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: I  found I can not log into my Workspace account. It shows ‘403 forbidden’. So does for the website Avice Canada.
I set up access to MGA Workspace on Nov 19,2025. I used Authenticator app as my primary MFA method. I used Advisor Solution channel to log in my Workspace just one or two days ago. Now I can’t do so from either way, MGA or Advisor solution. Please help to resolve it as soon as possible.
Right now I am in China, not convenient to take the phone call. If you have to  call me, we need to make a appointment. I need to put the SIM card in. Otherwise, please send me email.

FINDINGS: n/a

--------------------------------------***DDS  12/17/2025***--------------------------
RESOLUTION: EMAIL RECEIVED TODAY AT 6AM SAYING SHE RECTIFIED THE ISSUE
SENT FOLLOW UP/CLOSED.

--------------------------------------***DDS  12/17/2025***--------------------------
Hello Mary, 

Thanks for contacting Workspace Support. I’m glad to hear you’ve sorted out the issue and now able to access Workspace. 

Should you require further assistance do reach out, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/17/2025***--------------------------
EMAIL RECEIVED 
--------------------------------------***DDS  12/17/2025***--------------------------
Hi,

I found it’s problem from my side. It’s okay now.

Thanks,

Mary


--------------------------------------***DDS  12/17/2025***--------------------------
EMAIL RECEIVED 12/16/2025
--------------------------------------***DDS  12/17/2025***--------------------------
Hello,

I  found I can not log into my Workspace account. It shows ‘403 forbidden’. So does for the website Avice Canada.

I set up access to MGA Workspace on Nov 19,2025. I used Authenticator app as my primary MFA method. I used Advisor Solution channel to log in my Workspace just one or two days ago. Now I can’t do so from either way, MGA or Advisor solution. Please help to resolve it as soon as possible.

Right now I am in China, not convenient to take the phone call. If you have to  call me, we need to make a appointment. I need to put the SIM card in. Otherwise, please send me email.

Thanks,

 
XiaoLan (Mary) Guan
 
Director, Financial Security Advisor
Maryguan Financial and Wealth Management Inc.
Suite 316,1-7357 Woodbine Ave Markham ON L3R 6L3
Cell phone: 647-706-9177
Email: maryguan@maryguanfinancial.com",True,2025-12-17T12:43:59.000+0000,False,False,005OH00000AUS7aYAH,2025-12-17T12:43:02.000+0000,005OH00000AUS7aYAH,2025-12-17T12:44:00.000+0000,005OH00000AUS7aYAH,2025-12-17T12:44:00.000+0000,(647)706-9177,(647) 706-9177,maryguan@maryguanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwLoAYAU,False,,24596976,003OH00000M99cAYAR,001OH00000QudsfYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-MFA RESET **PRIMERICA**,Medium,"user has disconnected her authenticator, need a reset.
Request user to contact us via phone.
KB0020738

email==================================================================================
Bonjour Emilie,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre soucis avec l’authentificateur.

Pour vous aider avec cela, nous devons nous connecter avec vous par téléphone.  Veuillez nous appeler à votre convenance au 1-888-999-4516 et toute personne sur l’espace de travail se fera un plaisir de vous aider.  Notre équipe est disponible entre 8h et 20h HNE, du lundi au vendredi.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Emilie Godbout <EMILIE.GODBOUT@PRIMERICA.COM> 
Sent: December 16, 2025 7:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Authentificateur manquant-24596976

Bonjour, J'ai désinstallé l'authentificateur microsoft de mon cellulaire et réinstaller pour cause de défectuosité avec mon autre travail et malheureusement je n'ai plus le volet Canada Vie dans mon authentificateur. Il faut que j'aille une
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ZjQcmQRYFpfptBannerEnd
Bonjour, 

J'ai désinstallé l'authentificateur microsoft de mon cellulaire et réinstaller pour cause de défectuosité avec mon autre travail et malheureusement je n'ai plus le volet Canada Vie dans mon authentificateur. Il faut que j'aille une seconde fois le code QR pour rajouter l'accès au code unique dans l'authentificateur mais je ne le trouve nulle part et ni le rentrer manuellement. 

J'avais tout finaliser mon inscription avec vous et je ne peux plus y avoir accès même avec mon mot de passe puisqu'il faut absolument l'authentificateur et je ne l'ai plus.

Mon code de solution est le FXY4Y. 

Merci de m'apporter l'aide nécessaire pour ravoir mes accès, Bonne soirée ! 

Émilie Godbout
Conseillère en sécurité financière
Services financiers Primerica
99 rue Crémazie, Bureau 104, Gatineau (Qc) J8Y 3P1
Téléphone (Cellulaire) : (819) 930-2990
Téléphone (bureau) : (819) 561-0783 poste 257
Télécopieur : (819) 561-9930

Courriel : emilie.godbout@primerica.com
Site web : www.primerica.com/egodbout

If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.

Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.



In the US (except in NY) term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia. In NY, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY. If you wish to opt out of future commercial emails, please reply with the subject ""Opt Out"" to this email address and copy us_marketingadvisory@primerica.com.


In the US (except in NY) term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia. In NY, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY. If you wish to opt out of future commercial emails, please reply with the subject ""Opt Out"" to this email address and copy us_marketingadvisory@primerica.com.",True,2025-12-17T14:06:11.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-17T14:01:08.000+0000,005OH00000AZ3ZxYAL,2025-12-17T14:06:11.000+0000,005OH00000AZ3ZxYAL,2025-12-17T14:06:11.000+0000,(819)930-2990,,emilie.godbout@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwMSSYA2,False,,24601508,003OH00000SO3PjYAL,001OH00000YYmBjYAL,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"ASA-May concepcion needed assistance for workspace registration. In the user Id field, they entered email address. After correction, they were able to pass on to next step. They were able to continue the process. 

Hello May,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with workspace registration. In the user Id, you had email address entered which was causing the issue. Once you corrected the information, it allows you to pass on to next steps. Please let me know if you have any questions.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T15:47:36.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T15:36:23.000+0000,005OH00000BFiyTYAT,2025-12-17T15:48:01.000+0000,005OH00000BFiyTYAT,2025-12-17T15:48:01.000+0000,(403)261-7798,,kyle@silverberginvestment.com,(403)262-3575,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwMdkYAE,False,,24597120,003G0000018f6ZIIAY,0010A000002wOWNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T14:05:42.000+0000,False,False,0050A000000XQhmQAG,2025-12-17T14:05:42.000+0000,0050A000000XQhmQAG,2025-12-17T14:05:43.000+0000,0050A000000XQhmQAG,2025-12-17T14:05:43.000+0000,(902)220-1271,(902) 220-1271,chris@cpbarrettfinancial.com,(902)425-9518,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwNgHYAU,False,,24595978,003G0000018f7nyIAA,0010A000002wPuQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing documents,Medium,"*** DDS Dec 17th, 2025 ***
User cannot access documents in NB app new formatting. Inquiring on QC for more info.
During the call, I helped user regain delegate access for ADSL through advisor, I helped her update preferences on NB App for advisor so that documents are visible. The advisor will need to call back to reset MFA with us for his MGA account.
===============
Bonjour Linda,

C’était un plaisir de vous parler aujourd’hui pour résoudre plusieurs problèmes.

Tout d’abord, nous avons rétabli la délégation depuis le compte de Michel (Supérieur) au vôtre et vous avez à nouveau accès à ces clients.
Nous avons aussi confirmé que Michel a bien un compte AGA pour lequel il faudrait qu’il nous appelle pour rétablir sa méthode de vérification.
L’accès aux documents de propositions soumises est correct depuis votre compte Supérieur et le sien.

Enfin, il y a une présentation différente des propositions sous votre compte AGA, en accédant Nouvelles Affaires, qui n’affiche plus les documents à télécharger. Je vais investiguer ceci et vous recontacter une fois que j’obtiens plus de détails dessus.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-17T14:37:51.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-17T13:17:21.000+0000,005OH00000AbJ7aYAF,2025-12-17T14:37:52.000+0000,005OH00000AbJ7aYAF,2025-12-17T14:37:52.000+0000,(418)563-3777,(418) 569-5026,michelturcotte@turcottetrustco.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwPLSYA2,False,,24595984,0030A0000029fUnQAI,0010A000002w3faQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Suppor-MFA disconnect,Medium,"user called regarding her mfa for her new phone.
authennticated user 
KB0021888 /KB0020738

email=======================================================================
Bonjour Caroline,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre soucis l’authentificateur, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons déconnecté avec succès votre ancienne connexion d’authentificateur et reconnecter l’authentificateur avec votre nouveau cellulaire.

Vous avez pu accéder à votre compte avec succès

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur Simplement Protégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect - Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
  ",True,2025-12-17T13:33:19.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-17T13:17:44.000+0000,005OH00000AZ3ZxYAL,2025-12-17T13:33:19.000+0000,005OH00000AZ3ZxYAL,2025-12-17T13:33:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwQREYA2,False,,24595994,003OH00000M97CiYAJ,001OH00000Qus2hYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support - Registration**PRIMERICA**,Medium,"user received error message, email address wrong.
KB0023745-CIAM - ERR W2310
email user instruction how to change the email address.

email============================================================================
Hello Wayne,

Thank you for reaching out to Workspace Support regarding your Workspace registration.

This Error is due to the email address use differs from the one file in salesforce.

Please follow the instruction below for troubleshooting:

1.	Click the change your email address link and update the email address.
 

2.	Once completed the system will log you out.

3.	You will then Log back in with the correct email address and again choose the the option to Complete their registration with your Activation Code.

Please verified the registration letter, it would have the email address link with the activation code.

If after complete this you are still getting an error please reach us directly via our number 1-888-999-4516 , we would assist with the email address change.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: WAYNE ALEX CHANNER <WCHANNER@PRIMERICA.COM> 
Sent: December 13, 2025 10:11 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] issues with registration REG CODE: PME1394

Good Day, I tried registering with my primerica email and the registration code provided by your company but received an error code. This was the error that I received: Any assistance would be appreciated, Wayne Alex Channer, Primerica, 441BF
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Day,

I tried registering with my primerica email and the registration code provided by your company but received an error code.  This was the error that I received:

 

Any assistance would be appreciated,

Wayne Alex Channer,
Primerica, 441BF
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-17T13:53:18.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-17T13:18:32.000+0000,005OH00000AZ3ZxYAL,2025-12-17T13:53:19.000+0000,005OH00000AZ3ZxYAL,2025-12-17T13:53:19.000+0000,(416)492-8884,,wchanner@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwS4oYAE,False,,24597526,003OH00000M95acYAB,001OH00000Quu2sYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-registration **PRIMERICA**w2302,Medium,"user receiving error w2302 when trying to register.
KB0023468 -CIAM - Account Linking Errors
*******
Email sl for investigation as activation is correct.

user no longer needed assistance as she was using wrong email for registration.

latess email ========================================================
Bonjour Marie,

Vous pouvez réinitialiser l’adresse e-mail avec les instructions ci-dessous.

Si vous avez reçu une erreur avec l’option de réinitialisation du courriel. Voir l’image ci-dessous.

1. Cliquez sur le lien pour changer votre adresse e-mail et mettre à jour l’adresse e-mail.
 
 


2. Une fois terminé, le système vous déconnectera.

3. Vous devrez ensuite vous reconnecter avec la bonne adresse e-mail et choisir à nouveau l’option pour compléter leur enregistrement avec votre code d’activation.

Veuillez vérifier la lettre d’inscription, elle aurait la bonne l’adresse e-mail avec le code d’activation.

Si après avoir terminé cela, vous recevez toujours une erreur, veuillez nous contacter directement via notre numéro 1-888-999-4516, nous vous aiderions avec le changement d’adresse e-mail.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesur

email===============================================================================
Bonjour Marie-Soleil,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre d’enregistrement.

Pouvez-vous s’il vous plaît confirmer votre code d’activation et votre adresse e-mail utilisée pour l’inscription.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: MARIE-SOLEIL BOISSONNEAULT <BOISSONNEAULT.MARIESOLEIL@PRIMERICA.COM> 
Sent: December 16, 2025 7:39 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Message d'erreur pour finaliser mon inscription à Espace Affaires

Bonsoir, J'essaie de m'inscrire à l'Espace Affaires de la Canada Vie. Voir le message d'erreur que je reçois en pièce jointe. J'aurais besoin d'un coup de main de votre part svp. J'ai l'impression de suivre les étapes. . . Merci. -- Notre Règle
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonsoir,

J'essaie de m'inscrire à l'Espace Affaires de la Canada Vie. Voir le message d'erreur que je reçois en pièce jointe.
J'aurais besoin d'un coup de main de votre part svp. J'ai l'impression de suivre les étapes...
Merci.

-- 
Notre Règle d'Or, Traitez les autres comme nous aimerions être traités

Marie-Soleil Boissonneault

Conseillère en sécurité financière
Représentante en épargne collective

Les Services Financiers Primerica
3535 boul. Sainte-Anne Suite 600,
Quebec (Qc)
G1E 3L6
www.primericacanada.ca

Cell (418) 932-5776
Bur  (418) 627-2913
Fax  1-800 447-3414
Exigences relatives au contenu et désinscription 

Vous recevez ce message de la part de Marie-Soleil Boissonneault au nom de La Compagnie d'Assurance-Vie Primerica Canada et (ou) Les Placements PFSL du Canada Ltée (collectivement appelées «Primerica »), dont la succursale est située au 3535 boul. Sainte-Anne Suite 600, Québec, Québec, G1E 3L6. Vous pouvez me joindre au 418 932-5776. Si vous souhaitez ne plus recevoir de messages promotionnels de la part de Primerica, veuillez cliquer sur l'adresse courriel suivante : pricanada_unsubscribe@primerica.com. Veuillez prendre note que vous continuerez à recevoir des avis contenant des renseignements factuels sur les comptes que vous détenez à Primerica. Pour en savoir plus sur Primerica et ses sociétés affiliées, veuillez consulter le site Web suivant: http://www.primericacanada.ca/public/canada/french/terms.html.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.
==============================================================================
Bonjour Marie soleil,

Merci d’avoir répondu, je vais escalader vers l’équipe de deuxième niveau pour une enquête.

Comme le numéro d’enregistrement est correct, ainsi que l’adresse mariesoleil.boissonneault@primerica.com

Vous devriez avoir de nos nouvelles dès que nous en saurons plus

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: MARIE-SOLEIL BOISSONNEAULT <BOISSONNEAULT.MARIESOLEIL@PRIMERICA.COM> 
Sent: December 17, 2025 8:47 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Message d'erreur pour finaliser mon inscription à Espace Affaires-24597526

Mon code d'activation: PME6998 Courriel utilisé pour l'inscription, j'ai tenté avec jhbp7@ primerica. com la semaine dernière, mais hier j'ai réessayé avec mariesoleil. boissonneault@ primerica. com car je crois que c'est ce que j'ai entendu pour
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Mon code d'activation:PME6998

Courriel utilisé pour l'inscription, j'ai tenté avec jhbp7@primerica.com la semaine dernière, mais hier j'ai réessayé avec mariesoleil.boissonneault@primerica.com
car je crois que c'est ce que j'ai entendu pour les instructions de connexion. 

Merci.

________________________________________
De: ""CL Workspace Support"" <CLWorkspaceSupport@canadalife.com>
À: ""BOISSONNEAULT.MARIESOLEIL@PRIMERICA.COM"" <BOISSONNEAULT.MARIESOLEIL@PRIMERICA.COM>
Envoyé: Mercredi 17 Décembre 2025 09:21:20
Objet: RE: Message d'erreur pour finaliser mon inscription à Espace Affaires-24597526

CAUTION:	External emails may contain unsafe links/attachments

Bonjour Marie-Soleil,
 
Merci d’avoir contacté le support de l’espace d’affaire concernant votre d’enregistrement.
 
Pouvez-vous s’il vous plaît confirmer votre code d’activation et votre adresse e-mail utilisée pour l’inscription.
 
Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
===========================
From: MARIE-SOLEIL BOISSONNEAULT <BOISSONNEAULT.MARIESOLEIL@PRIMERICA.COM> 
Sent: December 16, 2025 7:39 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Message d'erreur pour finaliser mon inscription à Espace Affaires
 
Bonsoir, J'essaie de m'inscrire à l'Espace Affaires de la Canada Vie. Voir le message d'erreur que je reçois en pièce jointe. J'aurais besoin d'un coup de main de votre part svp. J'ai l'impression de suivre les étapes. . . Merci. -- Notre Règle
Bonsoir,
 
J'essaie de m'inscrire à l'Espace Affaires de la Canada Vie. Voir le message d'erreur que je reçois en pièce jointe.
J'aurais besoin d'un coup de main de votre part svp. J'ai l'impression de suivre les étapes...
Merci.
 
-- 
Notre Règle d'Or, Traitez les autres comme nous aimerions être traités

Marie-Soleil Boissonneault

Conseillère en sécurité financière
Représentante en épargne collective

Les Services Financiers Primerica
3535 boul. Sainte-Anne Suite 600,
Quebec (Qc)
G1E 3L6
www.primericacanada.ca

Cell (418) 932-5776
Bur  (418) 627-2913
Fax  1-800 447-3414
Exigences relatives au contenu et désinscription 

Vous recevez ce message de la part de Marie-Soleil Boissonneault au nom de La Compagnie d'Assurance-Vie Primerica Canada et (ou) Les Placements PFSL du Canada Ltée (collectivement appelées «Primerica »), dont la succursale est située au 3535 boul. Sainte-Anne Suite 600, Québec, Québec, G1E 3L6. Vous pouvez me joindre au 418 932-5776. Si vous souhaitez ne plus recevoir de messages promotionnels de la part de Primerica, veuillez cliquer sur l'adresse courriel suivante : pricanada_unsubscribe@primerica.com. Veuillez prendre note que vous continuerez à recevoir des avis contenant des renseignements factuels sur les comptes que vous détenez à Primerica. Pour en savoir plus sur Primerica et ses sociétés affiliées, veuillez consulter le site Web suivant: http://www.primericacanada.ca/public/canada/french/terms.html.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 


-- 
Notre Règle d'Or, Traitez les autres comme nous aimerions être traités

Marie-Soleil Boissonneault

Conseillère en sécurité financière
Représentante en épargne collective

Les Services Financiers Primerica
3535 boul. Sainte-Anne Suite 600,
Quebec (Qc)
G1E 3L6
www.primericacanada.ca

Cell (418) 932-5776
Bur  (418) 627-2913
Fax  1-800 447-3414
Exigences relatives au contenu et désinscription 

Vous recevez ce message de la part de Marie-Soleil Boissonneault au nom de La Compagnie d'Assurance-Vie Primerica Canada et (ou) Les Placements PFSL du Canada Ltée (collectivement appelées «Primerica »), dont la succursale est située au 3535 boul. Sainte-Anne Suite 600, Québec, Québec, G1E 3L6. Vous pouvez me joindre au 418 932-5776. Si vous souhaitez ne plus recevoir de messages promotionnels de la part de Primerica, veuillez cliquer sur l'adresse courriel suivante : pricanada_unsubscribe@primerica.com. Veuillez prendre note que vous continuerez à recevoir des avis contenant des renseignements factuels sur les comptes que vous détenez à Primerica. Pour en savoir plus sur Primerica et ses sociétés affiliées, veuillez consulter le site Web suivant: http://www.primericacanada.ca/public/canada/french/terms.html.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 
=============================================================================email sleaders===========================
Hello Sleaders,

Please investigate the registration for this user Marie-Soleil Boissonneault.
user receiving error w2302 when trying to register.
KB0023468 -CIAM - Account Linking Errors
Advisor code-P6998
Activation code: PME6998
Confirmed the activation code match that of the user on system.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: MARIE-SOLEIL BOISSONNEAULT <BOISSONNEAULT.MARIESOLEIL@PRIMERICA.COM> 
Sent: December 17, 2025 8:47 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Message d'erreur pour finaliser mon inscription à Espace Affaires-24597526

Mon code d'activation: PME6998 Courriel utilisé pour l'inscription, j'ai tenté avec jhbp7@ primerica. com la semaine dernière, mais hier j'ai réessayé avec mariesoleil. boissonneault@ primerica. com car je crois que c'est ce que j'ai entendu pour
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Mon code d'activation:PME6998

Courriel utilisé pour l'inscription, j'ai tenté avec jhbp7@primerica.com la semaine dernière, mais hier j'ai réessayé avec mariesoleil.boissonneault@primerica.com
car je crois que c'est ce que j'ai entendu pour les instructions de connexion. 

Merci.

________________________________________
De: ""CL Workspace Support"" <CLWorkspaceSupport@canadalife.com>
À: ""BOISSONNEAULT.MARIESOLEIL@PRIMERICA.COM"" <BOISSONNEAULT.MARIESOLEIL@PRIMERICA.COM>
Envoyé: Mercredi 17 Décembre 2025 09:21:20
Objet: RE: Message d'erreur pour finaliser mon inscription à Espace Affaires-24597526

CAUTION:	External emails may contain unsafe links/attachments

Bonjour Marie-Soleil,
 
Merci d’avoir contacté le support de l’espace d’affaire concernant votre d’enregistrement.
 
Pouvez-vous s’il vous plaît confirmer votre code d’activation et votre adresse e-mail utilisée pour l’inscription.
 
Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: MARIE-SOLEIL BOISSONNEAULT <BOISSONNEAULT.MARIESOLEIL@PRIMERICA.COM> 
Sent: December 16, 2025 7:39 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Message d'erreur pour finaliser mon inscription à Espace Affaires
 
Bonsoir, J'essaie de m'inscrire à l'Espace Affaires de la Canada Vie. Voir le message d'erreur que je reçois en pièce jointe. J'aurais besoin d'un coup de main de votre part svp. J'ai l'impression de suivre les étapes. . . Merci. -- Notre Règle
Bonsoir,
 
J'essaie de m'inscrire à l'Espace Affaires de la Canada Vie. Voir le message d'erreur que je reçois en pièce jointe.
J'aurais besoin d'un coup de main de votre part svp. J'ai l'impression de suivre les étapes...
Merci.
 
-- 
Notre Règle d'Or, Traitez les autres comme nous aimerions être traités

Marie-Soleil Boissonneault

Conseillère en sécurité financière
Représentante en épargne collective

Les Services Financiers Primerica
3535 boul. Sainte-Anne Suite 600,
Quebec (Qc)
G1E 3L6
www.primericacanada.ca

Cell (418) 932-5776
Bur  (418) 627-2913
Fax  1-800 447-3414
Exigences relatives au contenu et désinscription 

Vous recevez ce message de la part de Marie-Soleil Boissonneault au nom de La Compagnie d'Assurance-Vie Primerica Canada et (ou) Les Placements PFSL du Canada Ltée (collectivement appelées «Primerica »), dont la succursale est située au 3535 boul. Sainte-Anne Suite 600, Québec, Québec, G1E 3L6. Vous pouvez me joindre au 418 932-5776. Si vous souhaitez ne plus recevoir de messages promotionnels de la part de Primerica, veuillez cliquer sur l'adresse courriel suivante : pricanada_unsubscribe@primerica.com. Veuillez prendre note que vous continuerez à recevoir des avis contenant des renseignements factuels sur les comptes que vous détenez à Primerica. Pour en savoir plus sur Primerica et ses sociétés affiliées, veuillez consulter le site Web suivant: http://www.primericacanada.ca/public/canada/french/terms.html.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 


-- 
Notre Règle d'Or, Traitez les autres comme nous aimerions être traités

Marie-Soleil Boissonneault

Conseillère en sécurité financière
Représentante en épargne collective

Les Services Financiers Primerica
3535 boul. Sainte-Anne Suite 600,
Quebec (Qc)
G1E 3L6
www.primericacanada.ca

Cell (418) 932-5776
Bur  (418) 627-2913
Fax  1-800 447-3414
Exigences relatives au contenu et désinscription 

Vous recevez ce message de la part de Marie-Soleil Boissonneault au nom de La Compagnie d'Assurance-Vie Primerica Canada et (ou) Les Placements PFSL du Canada Ltée (collectivement appelées «Primerica »), dont la succursale est située au 3535 boul. Sainte-Anne Suite 600, Québec, Québec, G1E 3L6. Vous pouvez me joindre au 418 932-5776. Si vous souhaitez ne plus recevoir de messages promotionnels de la part de Primerica, veuillez cliquer sur l'adresse courriel suivante : pricanada_unsubscribe@primerica.com. Veuillez prendre note que vous continuerez à recevoir des avis contenant des renseignements factuels sur les comptes que vous détenez à Primerica. Pour en savoir plus sur Primerica et ses sociétés affiliées, veuillez consulter le site Web suivant: http://www.primericacanada.ca/public/canada/french/terms.html.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-17T20:11:57.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-17T14:16:28.000+0000,005OH00000AZ3ZxYAL,2025-12-17T20:12:41.000+0000,005OH00000AZ3ZxYAL,2025-12-17T20:12:41.000+0000,(418)932-5776,,boissonneault.mariesoleil@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwS6QYAU,False,,24596155,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,hang up,Medium,none,True,2025-12-17T13:28:28.000+0000,False,False,005OH000006uYrkYAE,2025-12-17T13:26:55.000+0000,005OH000006uYrkYAE,2025-12-17T13:28:28.000+0000,005OH000006uYrkYAE,2025-12-17T13:28:28.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwU1lYAE,False,,24596105,0030A0000029pgsQAA,0010A000002wC4yQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Wants to update email,Medium,"•	Reason for call: Sent email requesting we update his new email 
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: Adv can be done via Apexa or can call if he would like to update it for WS access
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
=============================
Bonjour Flavio, 

Merci d'avoir contacté le support Workspace.

Pour mettre à jour votre adresse e-mail utilisée pour la correspondance avec Canada Life, veuillez utiliser l'application Apexa pour effectuer ce changement.

Si vous souhaitez modifier l'adresse e-mail de connexion à Workspace, veuillez nous appeler au numéro ci-dessous et nous serons ravis de modifier cette adresse pour vous.

Votre avis compte ! Faites-nous savoir ce que vous pensez de la qualité du service en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: flavaniservfinance@videotron.ca <flavaniservfinance@videotron.ca> 
Sent: December 12, 2025 3:51 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] changement d'adresse courriel ; Email Adress Change-Please Update Your information

Chers clients, Nous souhaitons vous informer que notre adresse de courriel a été modifiée. À compter d'aujourd'hui, nous vous prions de bien vouloir utiliser cette nouvelle adresse pour toutes vos correspondances : NOUVELLE ADRESSE DE COURRIEL
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Chers clients,

Nous souhaitons vous informer que notre adresse de courriel a été modifiée. À compter d'aujourd'hui, nous vous prions de bien vouloir utiliser cette nouvelle adresse pour toutes vos correspondances :

NOUVELLE ADRESSE DE COURRIEL : cabinet@apfv.ca

Nous vous remercions de mettre à jour vos informations de contact en conséquence. Si vous avez des questions ou des préoccupations, n'hésitez pas à nous écrire à cette nouvelle adresse ou par téléphone au 514-428-8730.

Merci pour votre compréhension et votre collaboration.

Cordialement,
Assurance et Produits Financiers Vani inc.


Dear Customers,

We would like to inform you that our email address has been updated. From now on, please use the following new address for all your correspondence:

NEW EMAIL ADDRESS: cabinet@apfv.ca

We kindly ask you to update your contact information accordingly. Should you have any questions or concerns, please do not hesitate to reach out to us via this new address or by telephone at 514-428-8730.

Thank you for your understanding and cooperation.

Best regards,

Assurance et Produits Financiers Vani inc",True,2025-12-17T13:24:23.000+0000,False,False,005OH00000BFQFGYA5,2025-12-17T13:24:23.000+0000,005OH00000BFQFGYA5,2025-12-17T13:24:24.000+0000,005OH00000BFQFGYA5,2025-12-17T13:24:24.000+0000,(514)428-8730,,cabinet@apfv.ca,(514)428-8731,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwUjJYAU,False,,24596194,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM hang up,Medium,none,True,2025-12-17T13:29:21.000+0000,False,False,005OH000006uYrkYAE,2025-12-17T13:28:49.000+0000,005OH000006uYrkYAE,2025-12-17T13:29:21.000+0000,005OH000006uYrkYAE,2025-12-17T13:29:21.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwWwQYAU,False,,24596994,0030A0000029Z7sQAE,0010A000002vySOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T14:02:00.000+0000,False,False,005OH000007fgYjYAI,2025-12-17T14:02:00.000+0000,005OH000007fgYjYAI,2025-12-17T14:02:00.000+0000,005OH000007fgYjYAI,2025-12-17T14:02:00.000+0000,(514)717-7170,514-262-3556,ralphadiorio@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwYetYAE,False,,24598031,0030A0000029golQAA,0010A000002w4mRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Regristration,Medium,"User is inquiring about her Workspace account. Not registered yet. 
User does not know advisor code- indicated she is a support staff/ and does not have a book of business. 
Referred to DM- to get advisor code 

Email: Vanessa.Barcelon@ig.ca 
User ID: VANCHAN 

**********************************************************************************
Good morning, Vanessa

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
Please contact Distribution_Methodology@canadalife.com for confirmation of the advisor code. Once you have your advisor code, we can properly authenticate you to reset your User ID password, and you will be able to register for Workspace. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T14:59:21.000+0000,False,False,005OH00000BG5v4YAD,2025-12-17T14:28:36.000+0000,005OH00000BG5v4YAD,2025-12-17T14:59:21.000+0000,005OH00000BG5v4YAD,2025-12-17T14:59:21.000+0000,(905)668-3070,,vanessa.barcelon@ig.ca,(905)668-4089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwZavYAE,False,,24596786,0030A0000029VXwQAM,0010A000002vvQyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support - Registration,Medium,"BRIAN JAMES DECOSTE

Advisor was trying to sign in but they couldn't because they were not registered for workspace. They were able to complete the registration and login successfully.

Hello Brian,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you were trying to login to workspace account, but you were not registered for workspace. You completed the registration , setup the authenticator and login successfully. 

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T14:06:29.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T13:54:31.000+0000,005OH00000BFiyTYAT,2025-12-17T14:06:30.000+0000,005OH00000BFiyTYAT,2025-12-17T14:06:30.000+0000,(902)752-0986,(902) 968-1727,jimdecoste@eastlink.ca,(902)735-2279,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwaToYAI,False,,24599846,003OH00000M9C0YYAV,001OH00000QuyWIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica email address update,Medium,"BURDOL F POWELL

As per Case-24573091, advisor called back. After authentication email address update.

Hello Burdol,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for updating email address as you registered with the wrong email address. After authentication, you email address has been updated to burdolfpowell@primerica.com.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T15:23:55.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T15:06:48.000+0000,005OH00000BFiyTYAT,2025-12-17T15:24:19.000+0000,005OH00000BFiyTYAT,2025-12-17T15:24:19.000+0000,(647)785-1237,,burdolfpowell@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwaVQYAY,False,,24598629,0030A000006r1YBQAY,0010A000007gJYSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T14:41:28.000+0000,False,False,005OH000007fgYjYAI,2025-12-17T14:41:28.000+0000,005OH000007fgYjYAI,2025-12-17T14:41:28.000+0000,005OH000007fgYjYAI,2025-12-17T14:41:28.000+0000,(514)894-1589,(514) 894-1589,asantaguida@twmg.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwajtYAA,False,,24596918,003OH00000Z6lJUYAZ,001OH00000is12hYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration err- W1507,Medium,"*******DDS****** 12/17/2025
Caller: CHADI DAGHER
Advisor code: F8129
email: cdagher@capcorp.ca

ref: KB0021888

Issue: User was getting error w1507 when attempting to register, on the first screen after putting user id and password. DDS authenticated and did a repnet password reset and user was successfully able to register. 

********email chain*******
Hello Chadi, 

     It was a pleasure assisting you complete your registration for workspace today. You just want to allow 24 hours for the information to load into your account. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T14:22:08.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T13:59:09.000+0000,005OH00000BFQFHYA5,2025-12-17T14:22:08.000+0000,005OH00000BFQFHYA5,2025-12-17T14:22:08.000+0000,(343)575-5647,,cdagher@capcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwbODYAY,False,,24597018,0035o000004WdYKAA0,0015o0000055bhZAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Issues logging in,Medium,"Caller Name: MATTHEW DUNLOP
Advisor or support staff: Advisor 
Advisor Code: D8740 SEEN IN SIEBEL National Acct D8740 and 81441
Advisor Name: MATTHEW DUNLOP	
Phone: 905-852-2831 
Email: matthew.dunlop@edwardjones.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue:I am having trouble logging into your advisor login. 
It said to email this email if I can not log in. 

FINDINGS: FOUND A TEST DUMMY USER ONLY IN SF WITH HIS NAME AND ADVISOR CODE D8740 WHICH MATCHES THE ONLY SIEBEL PROFILE. 
HE'S NOT REGISTERED. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001myj3AAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004WyNfAAK%26cntc%3D0035o000004WyNfAAK%26id%3D0055o000001myj3AAA

--------------------------------------***DDS  12/18/2025***--------------------------
RESOLUTION:

24617626 he called and it was determined he didn't receive his registration letter and was referred to DM.
ADVISED HIM TO REACH OUT TO DM. 

--------------------------------------***DDS  12/18/2025***--------------------------
Not to worry Matthew. Should you require assistance once you have your registration letter please call us and we can guide you through.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

-------------------------------------***DDS  12/18/2025***--------------------------
Awesome. Sorry I was getting the two emails mixed up.

Thank you very much. 

Have a Merry Christmas and a Happy Holiday! 

MATTHEW DUNLOP
Edward Jones | Financial Advisor
278 Main Street North Suite 6, Uxbridge, ON L9P 1X4
Phone: 905-852-2831 | Fax: 877-335-1364 | Toll-Free: 888-852-2831 
E-mail: matthew.dunlop@edwardjones.com | www.edwardjones.ca 


-------------------------------------***DDS  12/18/2025***--------------------------
Hello Matthew,

I checked further into see the rep you spoke to indicated you’re to reach out to distribution_methodology@canadalife.com  to get your registration letter that will contain the details to register for Workspace. 

Once you have that, the first step is to create your User ID/Password at which point you will then wait 48hrs before you proceed to Register for Workspace . 

If you have any questions once you have this information, please don’t hesitate to reach out. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/18/2025***--------------------------
UPDATE RECEIVED
--------------------------------------***DDS  12/18/2025***--------------------------
Hi Anita, 

I have never signed into workspace. One of your representatives that answered the phone when I called said I needed to send you guys an email to get my account set up. 

I am using my work email : matthew.dunlop@edwardjones.com 

My advisor code is D8740 and 81441.

Please let me know if there is anything else you need from me to get the registration link sent to me so I can open an account. 

Thank you,



--------------------------------------***DDS  12/18/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  12/18/2025***--------------------------
Hello Matthew,

Following up on the below email. Please provide the requested information to better assist you, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/17/2025***--------------------------
REQUESTED MORE INFO BASED ON FINDINGS.

--------------------------------------***DDS  12/17/2025***--------------------------
Hello Matthew,

Thank you for contacting Workspace Support.

Are you receiving any errors when trying to sign into Workspace, please let me know/provide a screenshot as well.

When was the last time you successfully signed into Workspace? 

What email address are you using?

Please also provide your advisor code, thanks.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS  12/17/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/17/2025***--------------------------
Hi Canada Life Tech Team,

I am having trouble logging into your advisor login. 

It said to email this email if I can not log in. 

Please let me know what I have to go to log into an account.

Thanks, 

MATTHEW DUNLOP
Edward Jones | Financial Advisor
278 Main Street North Suite 6, Uxbridge, ON L9P 1X4
Phone: 905-852-2831 | Fax: 877-335-1364 | Toll-Free: 888-852-2831 
E-mail: matthew.dunlop@edwardjones.com | www.edwardjones.ca",True,2025-12-18T21:13:16.000+0000,False,False,005OH00000AUS7aYAH,2025-12-17T14:02:42.000+0000,005OH00000AUS7aYAH,2025-12-19T05:13:35.000+0000,005OH00000AUS7aYAH,2025-12-19T05:13:35.000+0000,(905)852-2831,,matthew.dunlop@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwc93YAA,False,,24604411,0030A0000029bhfQAA,0010A000002w0ZFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration-,Medium,"********DDS******** 12/17/2025
User needed assistance completing registration but did not have registration letter. Referred user to DM.

******email chain*****
Hello Marc, 

     It was a pleasure assisting you today. 

     We were unable to complete the registration today, as you still haven’t received your registration letter from distribution methodology yet. I will advise giving it more time as DM is currently backlogged. Once that is received, you should be able to begin registration. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T16:40:59.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T16:22:50.000+0000,005OH00000BFQFHYA5,2025-12-17T16:40:59.000+0000,005OH00000BFQFHYA5,2025-12-17T16:40:59.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwctmYAA,False,,24597267,003G0000018f6SJIAY,0010A000002wOOeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Desktop,Medium,"Caller Name: Lisa Dinchik
Advisor or support staff: Advisor 
Advisor Code: W5297 AND LL23814
Advisor Name: KEVIN DELANEY	
Phone: 
Email: office@delaneyfinancial.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: password not working for Product Ilustration desktop version. Using LL23814 which is the advisors information. 

FINDINGS:
ll23814@llext is locked and tied to kevin@delaneyfinancial.ca


RESOLUTION: need to speak to Kevin and follow KB0020858--advisor not available. advised Lisa and sent follow up to both Kevin and Lisa to have Kevin call in to authenticate

--------------------------------------***DDS  12/17/2025***--------------------------
Hello Lisa,

Thank you for contacting Workspace Support today regarding accessing Product Illustrations Desktop Version.

As discussed, you’re using the advisors Kevin Delaney’s credentials and could not recall the password.

Please note we do need to speak to Kevin to authenticate and further assist.

Kevin, please give us a call at your convenience to further assist, you can reference this Case#24597267, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-17T14:24:54.000+0000,False,False,005OH00000AUS7aYAH,2025-12-17T14:09:47.000+0000,005OH00000AUS7aYAH,2025-12-17T14:24:54.000+0000,005OH00000AUS7aYAH,2025-12-17T14:24:54.000+0000,(519)258-7491,,kdelaney@thebenefitscompany.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwdppYAA,False,,24597340,003G0000018f6tEIAQ,0010A000002wOuxQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Updating Incorrect Client Information in Workspace,Medium,"*** DDS 17DEC2025 ***
cis confirmed completed, advised user

*** DDS 17DEC2025 ***
emailed CIS to correct

***DDS*** 12/17/25
Name:  Vicky Labelle-cyr   
Phone: 
Agent code: F1149
Reference:  Call assist

Advisor name: ERIC R SIGOUIN

Moved email to Jennifer's ADSL Folder to submit a ticket.

---------------------------EMAIL: 

Hello Marie-Helene,

Thank you for contacting Workspace Support regarding the client’s first and last name being reversed in Workspace. We have corrected the issue in our systems, and this change will be reflected in Workspace in 2-4 business days. Product details for the clients’ policies in Workspace currently reflect the correct name. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Marie-Helene Lanoix-Verreault <mariehelene@sigouinfinancial.com> 
Sent: December 15, 2025 3:47 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Labelle-Cyr, Vicky <info@sigouinfinancial.com>
Subject: 24597340 - [EXT] Benoit Girard - C24597340

Hello, Could you please correct this profile to Benoit Girard. First name and last name are inverted: https: //workspace. canadalife. com/workspace/s/account/001OH00000SiurRYAR/girard-benoit?tabset-15dae=3 The client’s name/profile is correct
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd



Hello,

Could you please correct this profile to Benoit Girard. First name and last name are inverted:

https://workspace.canadalife.com/workspace/s/account/001OH00000SiurRYAR/girard-benoit?tabset-15dae=3
 


The client’s name/profile is correct on investment center with these same policy numbers:

 


Vicky: once it has been corrected by workspace, you should be able to merge his two profiles on workspace. 
Thank you

Marie-Helene Lanoix-Verreault
Financial Planner
 
 
904 George Street PO Box 1270
Hearst, ON Canada P0L 1N0
Office 705-372-6000
Fax 705-372-6004
www.sigouinfinancial.com
 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

---------------------------------------------

Hello CIS team!

The first and last name of the client below is reversed in CIS, however it is correct in other systems. Can you please correct?

o	First Name: BENOIT
o	Last Name: GIRARD
o	DOB: 01JUN1992
o	Policy #'s: 410996565/410995591
o	CIS Client ID’s: CL - 7853487290

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Thank you 😊 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
------------------------------------------------",True,2025-12-17T17:30:29.000+0000,False,False,005OH000006wv2TYAQ,2025-12-17T14:11:30.000+0000,005OH00000BGeeHYAT,2025-12-17T20:12:37.000+0000,005OH00000BGeeHYAT,2025-12-17T20:12:37.000+0000,(514)544-3742,(705) 372-3883,eric@sigouinfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwdpqYAA,False,,24597417,0035o000004POqHAAW,0015o000004yXycAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Help registering for WS,Medium,"•	Reason for call: Needs help registering for WS
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Reset iSAM password, guided in registration process
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
===============================
Bonjour Karine, 

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à vous inscrire à Workspace. 

Votre avis compte. Faites-nous savoir ce que vous pensez de la qualité du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T14:49:29.000+0000,False,False,005OH00000BFQFGYA5,2025-12-17T14:13:30.000+0000,005OH00000BFQFGYA5,2025-12-17T14:49:29.000+0000,005OH00000BFQFGYA5,2025-12-17T14:49:29.000+0000,(833)936-8004,,pluralsf@pmtroy.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwdpxYAA,False,,24600576,003G0000018f6pRIAQ,0010A000002wOrAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T15:20:46.000+0000,False,False,005OH000002N6huYAC,2025-12-17T15:20:46.000+0000,005OH000002N6huYAC,2025-12-17T15:20:46.000+0000,005OH000002N6huYAC,2025-12-17T15:20:46.000+0000,(450)928-1321X4259,(514) 235-7005,info@quantumsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwepBYAQ,False,,24601199,0030A0000029cEJQAY,0010A000002w12HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T15:31:43.000+0000,False,False,0055o000001t1uPAAQ,2025-12-17T15:31:43.000+0000,0055o000001t1uPAAQ,2025-12-17T15:31:44.000+0000,0055o000001t1uPAAQ,2025-12-17T15:31:44.000+0000,(416)499-9626X244,(416) 737-7603,iandm@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwfjdYAA,False,,24598511,0030A0000029priQAA,0010A000002wCE2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advice Canada Access,Medium,"NAME: LAWRENCE T COLE 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: LL28391
PHONE: +13462937283 
EMAIL: lawrence@colewealth.ca 
 
ISSUE: 
User is having trouble logging into advice Canada 
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
KB0022489 - There might be an issue with the log in credentials 
 
TROUBLESHOOTING/RESOLUTION:
Confirmed that user is signing in from the correct site.
Advised user to clear the cache and cookies and try to access again.
User is still not able to log in
Refered user to contact financial horizons directly


 
EMAIL:
 
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello Lawrence,
Thank you for contacting Workspace Support about accessing the Advice Canada site.
On the call today, we went through some troubleshooting steps resolve your access issues with the Advice Canada site which was not successful. Therefore, as mentioned on the call, please contact financial horizons directly at access@financialhorizons.com for more assistance.
Let me know if you have any more questions.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-17T14:53:20.000+0000,False,False,005OH00000BGf2TYAT,2025-12-17T14:38:49.000+0000,005OH00000BGf2TYAT,2025-12-17T17:08:40.000+0000,005OH00000BGf2TYAT,2025-12-17T17:08:40.000+0000,(902)620-0013,,lawrence@colewealth.ca,(902)628-2228,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwgz1YAA,False,,24598712,003OH00000ZLYx1YAH,001OH00000jLHCFYA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Setup assistance,Medium,"Caller Name:  Carly Mellows
Advisor or support staff: Contracts & compensation rep
Advisor Code:
Advisor Name: Kathyryn Traill	
Phone: 705-324-4002
Email: kathytraill@yahoo.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue:im a bit lost,,can you help me set this up

FINDINGS:


--------------------------------------***DDS  12/19/2025***--------------------------
RESOLUTION: NO RESPONSE/SENT FINAL FOLLOW UP.CLOSING
note: no survey mentioned as I didn't help)
--------------------------------------***DDS  12/19/2025***--------------------------
Hello Kathy,

As we have not received a response, we’re going to close this request.

Should you require further assistance, please do give us a call at your convenience, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/18/2025***--------------------------
2ND FOLLOW UP SENT
--------------------------------------***DDS  12/18/2025***--------------------------
Hello Kathy,

Following up on the email below. Please get back to us with the requested information to better assist you, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


--------------------------------------***DDS  12/17/2025***--------------------------
REQUESTED MORE INFO
--------------------------------------***DDS  12/17/2025***--------------------------
Hello Kathy,

We received the below message from Carly.

Please let us know how we can assist you. 

Let us know what you’re attempting to setup, Are you trying to register for Workspace?

If yes, please let us know your Advisor code, the user ID you created and what step you’re having trouble with. 

Please also provide any error messages/screenshots so we can better assist, thanks.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/17/2025***--------------------------
EMAIL RECEIVED FROM CONTRACTS AND COMPENSATION
--------------------------------------***DDS  12/17/2025***--------------------------
Hello, 

Please see below, as advisor is look for assistance with set up. 

  (She/her)
Contract & Compensation Specialist | Compensation and Contracting Operations
Carly.mellows@canadalife.com  

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 

From: Kathyryn Traill <kathytraill@yahoo.ca> 
Sent: Tuesday, December 16, 2025 3:55 PM
To: Mellows, Carly <Carly.Mellows@canadalife.com>
Subject: [EXT] im a bit lost,,can you help me set this up>

Kathy traill 705-324-4002 ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Kathy traill
705-324-4002",True,2025-12-19T13:52:22.000+0000,False,False,005OH00000AUS7aYAH,2025-12-17T14:43:09.000+0000,005OH00000AUS7aYAH,2025-12-19T13:52:22.000+0000,005OH00000AUS7aYAH,2025-12-19T13:52:22.000+0000,(705)324-4002,,kathytraill@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwhaBYAQ,False,,24600753,003G0000018f7TgIAI,0010A000002wPaGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T15:24:03.000+0000,False,False,005OH000002N6huYAC,2025-12-17T15:24:03.000+0000,005OH000002N6huYAC,2025-12-17T15:24:04.000+0000,005OH000002N6huYAC,2025-12-17T15:24:04.000+0000,(819)568-7754,(819) 775-8175,pierre.chevrier@diversico.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwj5iYAA,False,,24600422,003G0000018f6XtIAI,0010A000002wOUyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Number,Medium,"Inquiring number for client services. 
KB0016709  - User needed assistance setting MFA  

Email: vince@vincefedele.com 

***************************************************************************
Good morning, Vincent

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you with setting up your MFA for Workspace. During Workspace login it will now request a confirmation through the Edge authenticator.  

As a reminder your authenticator for Workspace is on your Edge browser. It is located on the top right of your screen; I provided a screenshot below of how the icon looks like. If you click on ‘Ctrl V” that will paste. 
 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T15:35:19.000+0000,False,False,005OH00000BG5v4YAD,2025-12-17T15:18:15.000+0000,005OH00000BG5v4YAD,2025-12-17T15:36:47.000+0000,005OH00000BG5v4YAD,2025-12-17T15:36:47.000+0000,(416)995-5731,,vince@vincefedele.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwjTtYAI,False,,24601169,0030A0000029Z7sQAE,0010A000002vySOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T15:31:13.000+0000,False,False,005OH000007fgYjYAI,2025-12-17T15:31:13.000+0000,005OH000007fgYjYAI,2025-12-17T15:31:13.000+0000,005OH000007fgYjYAI,2025-12-17T15:31:13.000+0000,(514)717-7170,514-262-3556,ralphadiorio@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwjwrYAA,False,,24598395,0031600002ISyDdAAL,0010A000002wNNOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T14:36:32.000+0000,False,False,005OH000004pk06YAA,2025-12-17T14:36:32.000+0000,005OH000004pk06YAA,2025-12-17T14:36:33.000+0000,005OH000004pk06YAA,2025-12-17T14:36:33.000+0000,(647)381-8243,(647) 381-8243,marc@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwk6dYAA,False,,24600607,0030A0000029jS9QAI,0010A000002w6yIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Can't open the encrypted email,Medium,"**EMAIL**

Good morning Robert,

The requested Wealth Client Listings – Generations information will be sent to Samantha.MacGibbon@IPCC.CA shortly as there is active third-party access and contact information align on file with Canada Life. Please note the report will be sent in an encrypted email due to security protocols and client sensitive data.

Please view reference guide below on how to open an encrypted email message (Excel file is attached and can only be viewed once the authorized user bypasses the authentication factor). 


Please view reference guide below on how to open an encrypted email message (Excel file is attached and can only be viewed once the authorized user bypasses the authentication factor). 


1. Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example of the error message.
 
 
 
2. Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message

 
 
 
•	Please note the ""Password Email"" I provided is not to get into this site. The “Password Email” is for the Excel file itself as it is password-protected
•	Is the website asking for a one-time pass code? This is a separate code sent to your inbox or mobile device from the email service (ex. Microsoft Office 365 Encryption) 
•	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
•	Please check the general inbox for the code
•	Please also check spam/junk folder
•	Please copy and paste the code to eliminate any mishaps
•	Is the website asking for login credentials? This is your email login credentials 
 
 
3. Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password located in the ""Password Email"" I provided.
The only time you input the password from the ""Password Email"" is shown below as reference
•	Please copy and paste the password to eliminate any mishaps
 
 



Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




From: Mcintosh, Robert <Robert.McIntosh@IPCC.CA> 
Sent: December 17, 2025 10:08 AM
To: BusinessReporting <BusinessReporting@canadalife.com>; MacGibbon, Samantha <Samantha.MacGibbon@IPCC.CA>
Subject: Fw: Password Email

Can you please send list and password to my assistant Samantha Cc'd 
Above as soon as possible as this is time sensitive.
Thanks Robbie.


Get Outlook for iOS
________________________________________
From: Mcintosh, Robert <Robert.McIntosh@IPCC.CA>
Sent: Wednesday, December 17, 2025 9:12:14 AM
To: MacGibbon, Samantha <Samantha.MacGibbon@IPCC.CA>
Subject: Fw: Password Email 
 
Good morning Sam,
Here is password.
I will be sending you my reset list for canada life generation resets before the 
End of the year which they sent me but I can't open as I don't have excel.
I just need client number,name and current value and last reset value.
Can open it and send it to me.
Thanks Robbie.

Get Outlook for iOS
________________________________________
From: Mcintosh, Robert <Robert.McIntosh@IPCC.CA>
Sent: Tuesday, December 16, 2025 10:12:45 AM
To: rmcinvst <rmcinvst@bellnet.ca>
Subject: Fw: Password Email 
 


Get Outlook for iOS
________________________________________
From: Mcintosh, Robert <Robert.McIntosh@IPCC.CA>
Sent: Monday, December 15, 2025 2:46:23 PM
To: rmcinvst <rmcinvst@bellnet.ca>
Subject: Fw: Password Email 
 


Get Outlook for iOS
________________________________________
From: BusinessReporting <BusinessReporting@canadalife.com>
Sent: Monday, December 15, 2025 2:44:06 PM
To: Mcintosh, Robert <Robert.McIntosh@IPCC.CA>
Subject: Password Email 
 
Hi Robert,
 
As mentioned in my previous email, please see below for your password-protected Excel file:
SR23QCDLS5
 
 
Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.
 
 
 
 
Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.
 
 
 
 
I can not open,
Can you send me in a different format.
Just need gen policies current value and last reset value.
Can you please send me as soon as possible.
Thanks Robbie.",True,2025-12-17T15:21:20.000+0000,False,False,005OH0000071DK9YAM,2025-12-17T15:21:20.000+0000,005OH0000071DK9YAM,2025-12-17T15:27:40.000+0000,005OH0000071DK9YAM,2025-12-17T15:27:40.000+0000,(514)620-0051,(514) 843-3960,robert.mcintosh@ipcc.ca,(514)620-8967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwkjIYAQ,False,,24599679,0030A0000029ksaQAA,0010A000002w87VQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Wayne,

As mentioned in my previous email, please see password below for your password-protected Excel file:
DJF79MYIU2

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Wayne,

Our team received your request from CANINDSERV team for C2276, C2274, 682969, 678577 Insurance Client Listings report. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.

Please note there were no clients listed under C2274 (corporate code) as of November 30, 2025.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Anderson,

Our team received the below request from CANINDSERV team. Please note we provide client listings report to external field users only. Due to security protocols and client sensitive data, we ensure the requestor has third-party access and contact information aligned on file with Canada Life. 

The requested advisor codes Insurance Client Listings report will be sent to the advisor shortly, wayne@pinkneyfinancial.com.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




From: Chiu, Anderson <Anderson.Chiu@canadalife.com> 
Sent: December 9, 2025 11:58 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: wayne <wayne@pinkneyfinancial.com>
Subject: UL Client Listing

Hello client service,

May I please request a complete client listing for the advisor codes listed below?

 



Regards, 
Anderson 

Ask me about how your client can receive three-months of premium waived on a CI policy with 5% premium reduction.  
________________________________________
Anderson Chiu, BA, CHS, CFP, CLU 
Regional Sales Manager, Insurance 
Canada Life 
780.292.5675
Anderson.chiu@canadalife.com

Popular Links: 
Practice site for our online applications, Online applications, Field Underwriting Guide 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 

Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand. 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

From: Wayne Pinkney <wayne@pinkneyfinancial.com> 
Sent: December 9, 2025 10:27 PM
To: Chiu, Anderson <Anderson.Chiu@canadalife.com>
Subject: [EXT] Re: Any chance???

That is fine. I want to send them info importance of their policy and getting more $'s in there for tax avoidance on death. Sent from my iPhone On Dec 9, 2025, at 9: 10 PM, Chiu, Anderson <Anderson. Chiu@ canadalife. com> wrote:  CAUTION: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
That is fine. I want to send them info importance of their policy and getting more $'s in there for tax avoidance on death. 
Sent from my iPhone

On Dec 9, 2025, at 9:10 PM, Chiu, Anderson <Anderson.Chiu@canadalife.com> wrote:
 
	CAUTION: This email originated from outside the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 
Which code is you currently active code?
 
 
 
 
 
 
 
Regards, 
Anderson 
 
Ask me about how your client can receive three-months of premium waived on a CI policy with 5% premium reduction.  
________________________________________
Anderson Chiu, BA, CHS, CFP, CLU 
Regional Sales Manager, Insurance 
Canada Life 
780.292.5675
Anderson.chiu@canadalife.com
 
Popular Links: 
Practice site for our online applications, Online applications, Field Underwriting Guide 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand. 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
From: Wayne Pinkney <wayne@pinkneyfinancial.com> 
Sent: December 9, 2025 9:07 PM
To: Chiu, Anderson <Anderson.Chiu@canadalife.com>
Subject: [EXT] Any chance???
 
I would like to have a list of all my clients holding UL policies Sent from my iPhone ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍
I would like to have a list of all my clients holding UL policies
Sent from my iPhone",True,2025-12-17T15:03:34.000+0000,False,False,005OH0000071DK9YAM,2025-12-17T15:03:34.000+0000,005OH0000071DK9YAM,2025-12-17T15:03:34.000+0000,005OH0000071DK9YAM,2025-12-17T15:03:34.000+0000,(780)743-4368,,wayne@pinkneyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwkkzYAA,False,,24602707,0030A0000029hOCQAY,0010A000002w5IoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Creating a Client List Report,Medium,"***DDS*** 12/17/25
Name: Jimmy Wong   
Phone: 
Agent code: 52759

Hello Jimmy,

Thank you for contacting the Workspace support group regarding Client Listing Report. 

An inforce client list template is already available in All Reports within Workspace.

To create a Client Listing report:

1.	On the overview page, Select “all reports. 
 
2.	On the next screen, click on “all reports” again in left side menu as shown in attached screenshot.
 
3.	Then we can search for Inforce Client list in the search bar. 
 

You can use any of the templates that are already created.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: jimmywong@awardfinancial.com <jimmywong@awardfinancial.com> 
Sent: December 15, 2025 6:33 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; CANINDSERV <CANINDSERV@canadalife.com>
Cc: angelho@awardfinancial.com
Subject: [EXT] 52759 & 68744 Request Client Listing

Hello Canada Life Please help to create a client listing, including the client's first and last name, address and policy number, and phone number Thank you Jimmy Wong 52759 & 68744                                                       
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Canada Life
 
Please help to create a client listing, including the client's first and last name, address and policy number, and phone number
 
Thank you 
Jimmy Wong   52759 & 68744",True,2025-12-17T15:56:12.000+0000,False,False,005OH00000BGeeHYAT,2025-12-17T15:56:12.000+0000,005OH00000BGeeHYAT,2025-12-17T15:56:12.000+0000,005OH00000BGeeHYAT,2025-12-17T15:56:12.000+0000,(416)493-3032X208,(416) 230-3022,jimmywong@awardfinancial.com,(289)597-1410,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwm0KYAQ,False,,24600854,0030A0000029iOSQAY,0010A000002w688QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor would like to reset their password.
*************
Hi Cedric , thank you for contacting the workspace support today.

To recap our call, you wanted to reset your password to sign into workspace. You successfully reset your password and got signed into workspace.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T15:30:36.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T15:25:57.000+0000,005OH00000BFQFCYA5,2025-12-17T15:35:36.000+0000,005OH00000BFQFCYA5,2025-12-17T15:35:36.000+0000,(416)474-3170,,geminiinsurance@rogers.com,(647)439-9266,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwmjWYAQ,False,,24602710,0030A000005f2PFQAY,0010A000006P8NKQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T15:56:16.000+0000,False,False,005OH00000BTQdVYAX,2025-12-17T15:56:16.000+0000,005OH00000BTQdVYAX,2025-12-17T15:56:17.000+0000,005OH00000BTQdVYAX,2025-12-17T15:56:17.000+0000,(263)877-0753,,jeanclaudelavigne15@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwmzcYAA,False,,24599513,003OH00000Y0f4UYAR,001OH00000gdV92YAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace Registration,Medium,"***DDS 2026-01-05***
User is using correct portal but entering wrong advisor code as per the provided screenshot.
DDS advised user to check APEXA for advisor code and refer to DM if user is unable to find advisor code.

***DDS 2025-12-17***
User was having issues registering for Workspace and said their User ID wasn't working and they were receiving ERR-W2302.
DDS noted that user is not a Primerica advisor but is trying to register using the Primerica registration portal.
DDS provided steps for user to complete MGA Workspace registration, by creating User ID and registering for Workspace 2 days after.
 
================================================================================
****Email Chain**
Hello Shawn,

Thank you for your response regarding your Workspace Registration. We can see from the provided screenshot that you are entering the incorrect advisor code, which seems to be stopping you from completing the User ID creation process.

Please refer to APEXA to find your Canada Life Advisor code to complete your Workspace registration. If you are unable to find the advisor code via APEXA, please email Distribution_Methodology@canadalife.com and they would be able to provide you with your advisor code.

Please note that Workspace registration should be completed by the user.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Fleming, Shawn <Shawn.Fleming@cibc.com> 
Sent: January 2, 2026 5:44 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Ayangunna, Yisola <Yisola.Ayangunna@cibc.com>
Subject: [EXT] RE: Advisor code-A79016 - Case 24599513

I’m still unable to get on…I’m going to be away next week; can my assistant finalize this? I’ve CC’d Yisola on this email. Regards, Shawn M. Fleming, CFP®, CIM®, FCSI® | Wealth Advisor | CIBC Wood Gundy | CIBC Private Wealth 1801 Hamilton Street,
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I’m still unable to get on…I’m going to be away next week; can my assistant finalize this? I’ve CC’d Yisola on this email.

 

Regards,
Shawn M. Fleming, CFP®, CIM®, FCSI®  | Wealth Advisor | CIBC Wood Gundy | CIBC Private Wealth 
1801 Hamilton Street, Suite 420, Regina, SK S4P 4B4 | Tel: 306 337-0121 | Toll Free: 800 667-3661  shawn.fleming@cibc.com | Our Website  

 
Our purpose: To help make your ambition a reality	
Fleming Abdullah Financial 
Shawn M. Fleming | Wealth Advisor | shawn.fleming@cibc.com
Steve (Shoieb) A. Abdullah | Wealth Advisor | steve.abdullah@cibc.com 
Stephanie A. Taylor | Financial Associate | stephanie.taylor@cibc.com
Abbey Legault | Client Associate | abbey.legault@cibc.com
Yisola Ayangunna | Administrative Assistant | yisola.ayangunna@cibc.com 

This message, including attachments, is confidential and may be privileged. If you received this in error, please notify me by reply email and delete this message. Thank you. CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. CIBC Private Wealth services are available to qualified individuals. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive administrative commissions and/or a spread between bid and ask prices if you purchase, sell, or hold the securities referred to above. Insurance services are available through CIBC Wood Gundy Financial Services Inc. This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. The CIBC logo and ""CIBC Private Wealth"" are trademarks of CIBC, used under license. ""Wood Gundy"" is a registered trademark of CIBC World Markets Inc. © CIBC World Markets Inc. 2026.


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Wednesday, December 17, 2025 9:12 AM
To: Fleming, Shawn <Shawn.Fleming@cibc.com>
Subject: RE: Advisor code-A79016 - Case 24599513



Hello Shawn,

Thank you for contacting the Workspace Support team regarding your registration issue. Registering for Workspace is a 2-step process. The first step is creating your User ID, and the second step is registering for Workspace. We’ve checked our systems, and it seems like you have not yet created a User ID. 

Please follow the steps below to create your User ID to complete the first step of registering for Workspace:
1.	Go to Advisor Workspace Login – Canada Life.
2.	Click the Register now button.
3.	Select the I have a Canada Life user ID option.
4.	Click the red text on the bottom that says create your User ID (formerly RepNet ID).
 
5.	Click the Register button near the bottom of the page.
6.	Accept the terms and conditions.
7.	Enter your first name, last name, advisor code, and the activation code you previously mentioned.
8.	On the next page enter the requested information to complete your User ID creation.

Once you have created your User ID, please wait 2 days for our systems to update with you information before proceeding with the following steps to complete your Workspace registration:
1.	Go to Advisor Workspace Login – Canada Life.
2.	Click the Register now button.
3.	Enter your User ID and associated password and click Verify.
a.	If you’ve forgotten your associated password, please click on the red text that says create your user ID (formerly RepNet ID).
 
b.	This should open a new page where you can then select the Forgot your password? option to reset your user ID password. Make sure when entering your User ID to reset your password you are adding @clext at the end of it.
 
4.	Enter your advisor code.
5.	Enter in your email and create a password. This will be the information you use to login to Workspace.
6.	Read and accept the Terms of use.
7.	A verification email will then be sent to your inbox. Please click the Verify now button to complete registration.
8.	Once this is done go back to Advisor Workspace Login – Canada Life and login using the email and password you previously entered.

If you are having any problems with any of these steps or require further assistance, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Fleming, Shawn <Shawn.Fleming@cibc.com> 
Sent: December 16, 2025 4:23 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Advisor code-A79016

Hello – I’m attempting to complete my registration with an activation code I have from registration previously (1-1F2IN0B) Can someone assist? Thank you Regards, Shawn M. Fleming, CFP®, CIM®, FCSI® | Wealth Advisor |

Hello – I’m attempting to complete my registration with an activation code I have from registration previously (1-1F2IN0B) Can someone assist?
Thank you
 
 
Regards,
Shawn M. Fleming, CFP®, CIM®, FCSI® | Wealth Advisor | CIBC Wood Gundy | CIBC Private Wealth 
1801 Hamilton Street, Suite 420, Regina, SK S4P 4B4 | Tel: 306 337-0121 | Toll Free: 800 667-3661 shawn.fleming@cibc.com | Our Website 

 
Our purpose: To help make your ambition a reality	
Fleming Abdullah Financial 
Shawn M. Fleming | Wealth Advisor | shawn.fleming@cibc.com
Steve (Shoieb) A. Abdullah | Wealth Advisor | steve.abdullah@cibc.com 
Stephanie A. Taylor | Financial Associate | stephanie.taylor@cibc.com
Abbey Legault | Client Associate | abbey.legault@cibc.com
Yisola Ayangunna | Administrative Assistant | yisola.ayangunna@cibc.com 

This message, including attachments, is confidential and may be privileged. If you received this in error, please notify me by reply email and delete this message. Thank you. CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. CIBC Private Wealth services are available to qualified individuals. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive administrative commissions and/or a spread between bid and ask prices if you purchase, sell, or hold the securities referred to above. Insurance services are available through CIBC Wood Gundy Financial Services Inc. This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. The CIBC logo and ""CIBC Private Wealth"" are trademarks of CIBC, used under license. ""Wood Gundy"" is a registered trademark of CIBC World Markets Inc. © CIBC World Markets Inc. 2025.

________________________________________
This e-mail and any attachments may contain confidential information. If you are not the intended recipient, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient is unauthorized and may be illegal. CIBC World Markets Inc. reserves the right to monitor all e-mail communications through its networks for quality control purposes. 

No trading instructions will be accepted by e-mail. This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change without notice. 

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc. 

The CIBC logo and 'CIBC Private Wealth' are registered trademarks of CIBC.

If you wish to unsubscribe from future promotional email, please click here. If you experience any issues accessing the unsubscribe link, please reply to this email with the subject line ""Unsubscribe from email"" and CC: Mailbox.WGUnsubscribe@cibc.com and Mailbox.WGFSUnsubscribe@cibc.com. 
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Gestion privée CIBC représente des services offerts par la Banque CIBC et certaines de ses filiales, y compris CIBC Wood Gundy, une division de Marchés mondiaux CIBC inc. Les services de Gestion privée CIBC sont offerts aux personnes admissibles. Les services d’assurance sont seulement offerts par l’intermédiaire de CIBC Wood Gundy Services Financiers inc. Au Québec, les services d’assurance sont seulement offerts par l’intermédiaire de CIBC Wood Gundy Services Financiers (Québec) inc. 

Le logo CIBC et « Gestion privée CIBC » sont des marques déposées de la Banque CIBC. 

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________________________________________
This e-mail and any attachments may contain confidential information. If you are not the intended recipient, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient is unauthorized and may be illegal. CIBC World Markets Inc. reserves the right to monitor all e-mail communications through its networks for quality control purposes. 

No trading instructions will be accepted by e-mail. This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change without notice. 

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc. 

The CIBC logo and 'CIBC Private Wealth' are registered trademarks of CIBC.

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Ce message électronique et les fichiers qui y sont joints peuvent contenir des renseignements confidentiels. Si vous n'êtes pas le destinataire visé, veuillez en aviser immédiatement l'expéditeur par retour de courriel; effacez ensuite le message et détruisez toute copie. La diffusion ou l'usage de ces renseignements par une personne autre que le destinataire visé n'est pas autorisé et peut constituer un acte illégal. Marchés mondiaux CIBC inc. se réserve le droit de surveiller toutes les communications transmises par courrier électronique par l'intermédiaire de ses réseaux à des fins de contrôle de la qualité. 

Les instructions relatives à des opérations acheminées par courrier électronique ne seront pas acceptées. Ces renseignements, y compris les divers avis, proviennent de sources que nous jugeons dignes de foi. Toutefois, nous ne pouvons en garantir l'exactitude et ils peuvent être modifiés sans préavis. 

Gestion privée CIBC représente des services offerts par la Banque CIBC et certaines de ses filiales, y compris CIBC Wood Gundy, une division de Marchés mondiaux CIBC inc. Les services de Gestion privée CIBC sont offerts aux personnes admissibles. Les services d’assurance sont seulement offerts par l’intermédiaire de CIBC Wood Gundy Services Financiers inc. Au Québec, les services d’assurance sont seulement offerts par l’intermédiaire de CIBC Wood Gundy Services Financiers (Québec) inc. 

Le logo CIBC et « Gestion privée CIBC » sont des marques déposées de la Banque CIBC. 

Si vous désirez vous désabonner des futurs courriels promotionnels, veuillez le faire ici. Si le lien de désabonnement vous cause des problèmes, veuillez répondre à ce courriel en indiquant « Désabonnement » dans la ligne d'objet et copiez : Mailbox.WGUnsubscribe@cibc.com et Mailbox.WGFSUnsubscribe@cibc.com.",True,2025-12-17T15:00:13.000+0000,False,False,005OH00000AX0rVYAT,2025-12-17T15:00:13.000+0000,005OH00000AX0rVYAT,2026-01-05T17:28:31.000+0000,005OH00000AX0rVYAT,2026-01-05T17:28:31.000+0000,(780)970-5389,,shawn.fleming@cibc.com,(780)429-8999,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwnE5YAI,False,,24598890,0030A00000AAAJGQA5,0010A00000Aj8j1QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect TAN error - INC1940730,Medium,"*** DDS 18DEC2025 ***
user reporting app missing, showing submitted per swagger, advised to check NBN

*** DDS 17DEC2025 ***
user confirmed resolved

*** DDS 17DEC2025 ***
INC1940730 submitted

*****DDS***** 12/17/2025
Caller: Efe Dada
Advisor code: E4704
Application number: 60925696-6

REF: KB0022199, KB0012929

Issue: Advisor was getting error ""oops something went wrong"" TAN error. DDS did a clear cookies and cache and that did not resolve the issue. Call was warm transferred to 2nd level.

-----------------------EMAIL:

Hello Efe,

Thank you for your email and for providing the information below. My system is showing that the application was submitted through Simple Protect yesterday evening. Are you able to see it in the New Business eApp under ‘submitted’ applications?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Efe Dada <efe@levinefinancialgroup.com> 
Sent: December 18, 2025 11:08 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Simple Protect application error - C24598890/INC1940730

Hello, We can’t find this application. Please advise. Kind Regards, Efe Dada, FLMI, CFP® Saving you money on your insurance™ 1825 Avenue Road – 2nd Floor | Toronto, ON, M5M 3Z4 Direct Line: 416-512-3301 Levine Financial Group A wealth planning
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Hello, 

We can’t find this application. Please advise. 

Kind Regards,
 
Efe Dada, FLMI, CFP®
Saving you money on your insurance™
1825 Avenue Road – 2nd Floor | Toronto, ON, M5M 3Z4
Direct Line: 416-512-3301
Levine Financial Group
A wealth planning partner of: Nicola Wealth
 


Hi Efe,

That is excellent news, thank you very much for confirming! I will mark the incident as resolved. Don’t hesitate to reach out if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Efe Dada <efe@levinefinancialgroup.com> 
Sent: December 17, 2025 3:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Simple Protect application error - C24598890/INC1940730

Hello Jennifer, It worked! Thanks. Kind Regards, Efe Dada, FLMI, CFP® Saving you money on your insurance™ 1825 Avenue Road – 2nd Floor | Toronto, ON, M5M 3Z4 Direct Line: 416-512-3301 Levine Financial Group A wealth planning partner
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Jennifer, 

It worked! Thanks. 

Kind Regards,
 
Efe Dada, FLMI, CFP®
Saving you money on your insurance™
1825 Avenue Road – 2nd Floor | Toronto, ON, M5M 3Z4
Direct Line: 416-512-3301
Levine Financial Group
A wealth planning partner of: Nicola Wealth
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December17 17, 2025 2:55 PM
To: Efe Dada <efe@levinefinancialgroup.com>
Subject: RE: Simple Protect application error - C24598890/INC1940730

	You don't often get email from clworkspacesupport@canadalife.com. Learn why this is important 

CAUTION: External Email.

Hello Efe,
 
I have heard back from our Simple Protect team, they have applied a data fix to the application. Can you please confirm if you are able to move forward with the application?
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Efe,

Thank you for contacting Workspace Support today regarding the ‘Oops something went wrong – TAN’ error for application 60925696-6. I have escalated the issue to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T20:54:27.000+0000,False,False,005OH000006wv2TYAQ,2025-12-17T14:47:10.000+0000,005OH00000BFQFHYA5,2025-12-18T17:11:12.000+0000,005OH000006wv2TYAQ,2025-12-18T17:11:12.000+0000,(416)512-3301,,efe@levinefinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwpFxYAI,False,,24607678,0030A000004svgVQAQ,0010A000005eOOxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:12:24.000+0000,False,False,005OH000004Ir1xYAC,2025-12-17T17:12:24.000+0000,005OH000004Ir1xYAC,2025-12-17T17:12:24.000+0000,005OH000004Ir1xYAC,2025-12-17T17:12:24.000+0000,(403)585-9446,,xiayong100@gmail.com,(403)585-9446,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwqNNYAY,False,,24602580,0030A0000046gVtQAI,0010A000002vtrJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T15:54:07.000+0000,False,False,005OH00000BTQdVYAX,2025-12-17T15:54:07.000+0000,005OH00000BTQdVYAX,2025-12-17T15:54:08.000+0000,005OH00000BTQdVYAX,2025-12-17T15:54:08.000+0000,(514) 748-0878 x4058,(514) 963-3008,mehrez.djebali@sfl.qc.ca,(514) 748-0804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwrzKYAQ,False,,24602903,0030A0000029g40QAA,0010A000002w47rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T15:59:18.000+0000,False,False,005OH000007fgYjYAI,2025-12-17T15:59:18.000+0000,005OH000007fgYjYAI,2025-12-17T15:59:18.000+0000,005OH000007fgYjYAI,2025-12-17T15:59:18.000+0000,(450)663-8877,(514) 944-7181,info@gpvq.ca,(450)661-5793,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hws2TYAQ,False,,24599599,0030A0000029mjDQAQ,0010A000002w9hKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign in.
************
Hi Kirk , thank you for contacting the workspace support today.

To recap our call, you were having trouble signing onto workspace, we did a remote session, reset your password, and set up your multi-factor authentication.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T15:06:17.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T15:01:58.000+0000,005OH00000BFQFCYA5,2025-12-17T15:16:06.000+0000,005OH00000BFQFCYA5,2025-12-17T15:16:06.000+0000,(519)354-7053,x2001,kirk@sutherlandelliott.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwtBYYAY,False,,24604029,003OH00000YlKPVYA3,001OH00000iB7wSYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Login,Medium,"User is wondering if she puts her User ID to sign into Workspace. Indicated she puts her email, and does not need User ID to sign into Workspace. 

Email: bonnie@wealthplanatlantic.ca 

**************************************************************
Good afternoon, Bonnie

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding log in!
 
As indicated you can put in your email address when signing into Workspace, it is the same for your MGA and direct account. You just want to remember to select the correct association on the drop down option of ‘MGA’ or ‘Advisor Solutions’. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T16:22:42.000+0000,False,False,005OH00000BG5v4YAD,2025-12-17T16:16:53.000+0000,005OH00000BG5v4YAD,2025-12-17T16:22:42.000+0000,005OH00000BG5v4YAD,2025-12-17T16:22:42.000+0000,(905)435-6405,,bonnie@wealthplanatlantic.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwvRtYAI,False,,24602761,003OH00000M9AUvYAN,001OH00000QuvPBYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace registration,Medium,"ALI KHAN
P1277

advisor needed assistance with workspace registration. They were getting error code ERR-W2310. we were able to resolve this by updating email address. 
Hello Ali,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with workspace registration. After authentication, you shared your screen with me. Once you entered the activation code, you code error code ERR-W2310. We were able to resolve this by updating your email address to alikhan@primerica.com. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T16:24:09.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T15:56:56.000+0000,005OH00000BFiyTYAT,2025-12-17T16:24:09.000+0000,005OH00000BFiyTYAT,2025-12-17T16:24:09.000+0000,(519)673-3833,,alikhan@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwvWjYAI,False,,24608202,0030A0000029mbJQAQ,0010A000002w9adQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration - ERR W1283,Medium,"*12/17*
----------------
h0028
Sherryl Jamieson
err w1283

ROBIN JAMIESON

306 227 5738

306 893 8280
unlocked in SF
death claims, advised CSC, relay chat, or searching death claims on the forms and processes 

*email*
----------------
Good afternoon Sherryl and Robin, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were receiving ERR w1283 in Workspace when attempting to log in. This was due to your account being locked, we unlocked the account, and you were able to log in. Then the conversation went towards death claims we advised the CSC at 1888 252 1847 or the chat relay for assistance, alternatively you can also search “death claims” on the forms and processes and figure it out from the information provided from that. If you have questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T00:17:43.000+0000,False,False,005OH000008919xYAA,2025-12-17T17:20:10.000+0000,005OH000008919xYAA,2025-12-18T00:17:43.000+0000,005OH000008919xYAA,2025-12-18T00:17:43.000+0000,(306)893-9220,,robin.jamieson@manulifesecurities.ca,(306)893-9180,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwvzgYAA,False,,24602105,0030A0000029cEJQAY,0010A000002w12HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T15:46:00.000+0000,False,False,0055o000001t1uPAAQ,2025-12-17T15:46:00.000+0000,0055o000001t1uPAAQ,2025-12-17T15:46:00.000+0000,0055o000001t1uPAAQ,2025-12-17T15:46:00.000+0000,(416)499-9626X244,(416) 737-7603,iandm@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwxK0YAI,False,,24607585,0030A0000029YDhQAM,0010A000002vxiWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: DOMINIC MARCHETTA
ADVISOR OR SUPPORT STAFF: Support staff
ADVISOR CODE: 77558
ADVISOR NAME: LIBORIO MARCHETTA
PHONE: +15149799663
EMAIL: marlib@sympatico.ca
*authenticated advisor on the phone and support staff was able to walk through process for them.
 
ISSUE: 
Advisor is having trouble logging into their workspace account. 
 
AUTHENTICATION (If Required):

 
FINDINGS:
They do not have a workspace account so they would need to create one. 
ISAM shows user id is locked
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and unlcoked ISAM
User was able to create their workspace account 
Confirmed log in with user on the phone.

 
EMAIL:
 
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello Liborio,
Thank you for contacting Workspace Support about registering for an account.
On the call today, I was able to unlock your user id which gave you access to register for your workspace account. On the call, we confirmed that you were able to register and log into your account.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 17, 2025 12:34 PM
To: marlib@sympatico.ca
Subject: Workspace Registration - 24607585
Hello Liborio,
Thank you for contacting Workspace Support about registering for Workspace.
Please visit the link below to reset your user id password.
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
User id: liborio@clext
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-17T17:41:02.000+0000,False,False,005OH00000BGf2TYAT,2025-12-17T17:10:54.000+0000,005OH00000BGf2TYAT,2025-12-17T17:41:02.000+0000,005OH00000BGf2TYAT,2025-12-17T17:41:02.000+0000,(514)865-0152,,marlib@sympatico.ca,(514)648-5031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwxS5YAI,False,,24603201,003G0000018f6ZMIAY,0010A000002wOWRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,RRIF LIF LRIF Illustrator tool,Medium,"*** DDS Dec 17th, 2025 ***
User wants to find again a decommissioned illustrator tool, so using KB0023589, I informed him it was decommissioned and the retirement calculator can be useful here.
=============
Bonjour Benoit,

C’était un plaisir de vous parler aujourd’hui au sujet d’illustrations de retraites.

Malheureusement l’outil « RRIF LIF LRIF Illustrator » a été décommissionné et l’outil de « remplacement » pour illustrer la plupart des mêmes scénarios est le Calculateur de retraite que vous pouvez trouver à partir du site de Canada Vie au lien suivant : Calculateur de revenu de retraite

C’était un plaisir de vous aider aujourd’hui pour illustrer des plans de retraite. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-17T16:03:47.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-17T16:03:47.000+0000,005OH00000AbJ7aYAF,2025-12-17T16:08:06.000+0000,005OH00000AbJ7aYAF,2025-12-17T16:08:06.000+0000,(514)898-4231,(514) 909-4231,bbertrand@premiereclassesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwy7tYAA,False,,24600616,003G0000018f6ZvIAI,0010A000002wOXJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client address update error:,Medium,"*******DDS****** 12/17/2025
Caller : Ron Barbon
Advisor code: F1891
email: ron@hfginc.ca

Issue: User was unable to update client's address as the continue button was greyed out after putting the address in.  Per assist was able to verify P.o box, rural, international address update cant be done on workspace and would have to go through ASC and client services. Referred user to right support. 


*******email chain*******

Hello Ron, 

   It was a pleasure assisting you today. As discussed, the issue with the “continue” button being greyed is due to the address being in a rural area. For those types of updates, you will need to reach out to the advisor support chat, under the support tab on the workspace screen or you could also reach client service centre at 1-888-252-1847. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T15:59:05.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T15:21:30.000+0000,005OH00000BFQFHYA5,2025-12-17T15:59:05.000+0000,005OH00000BFQFHYA5,2025-12-17T15:59:05.000+0000,(604)864-1384,(604) 864-1384,ron@hfginc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwyZKYAY,False,,24600801,003G0000018f7TQIAY,0010A000002wPa0QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ADSL Workspace Registration,Medium,"***DDS 2025-12-17***
User was having issues registering for ADSL Workspace as an MA and was getting prompted to enter an advisor code when trying to register.
DDS checked ISAM and saw that there was not issues with ISAM groups.
DDS guided user to compete Workspace registration and user was successfully able to register.
 
================================================================================
****Email Chain**
Hello Sydney,

It was a pleasure speaking to you earlier regarding your Workspace registration issues. We’re happy we were able to assist you in completing your Workspace registration. As discussed, you won’t be able to see client and policy information until your advisor adds you as a delegate to their account. This can be done from the advisor’s Workspace account. 

To add a delegate on Workspace, please follow the instructions below:
1.	Click on the initials of your name on the top right of your screen.
2.	Click on My Settings.
3.	Click on the Manage Delegates tab.
A.	This will be the page where you can view, add, and delete delegates.
4.	If you want to add a new delegate, click on the Add Delegates button and fill out the following page accordingly:
A.	Enter the email address of the person you’d like to delegate the access to
B.	Select All or Some
C.	Specify Editor or View Only
D.	No need to change this field, unless you want to add a specified Start Date
E.	No need to enter anything in this field, unless you want to add a specified End Date
F.	Hit Add
5.	If you would like to delete a delegate, you can do so by clicking the circled trash bin icon at the end of the delegate’s name.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T15:43:58.000+0000,False,False,005OH00000AX0rVYAT,2025-12-17T15:24:55.000+0000,005OH00000AX0rVYAT,2025-12-17T15:48:13.000+0000,005OH00000AX0rVYAT,2025-12-17T15:48:13.000+0000,(613)226-1964,ext 371,anoseworthy@capcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hwzdTYAQ,False,,24602263,0035o000006zJZpAAM,0015o000007cALvAAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect (Azure),Medium,"KB0022199 - Azure 
User tried deleting and restarting application- same error message. 
Warm Transfer to L2 (Jason) 

Code: F7154
Email: brock@prosperwealth.ca
Term Products 
Application: 60927986-9",True,2025-12-17T16:00:45.000+0000,False,False,005OH00000BG5v4YAD,2025-12-17T15:48:36.000+0000,005OH00000BG5v4YAD,2025-12-17T16:00:45.000+0000,005OH00000BG5v4YAD,2025-12-17T16:00:45.000+0000,(204)946-8158,(204) 782-1164,brock@prosperwealth.ca,(204)946-4188,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hx3sNYAQ,False,,24604449,003OH00000OhINLYA3,001OH00000U2Be8YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1911,Medium,"Caller Name: Laurel Murray
Advisor or support staff: Advisor /support Dual Citizen
Advisor Code: H5555
Advisor Name: Laurel Murray	
Phone: 	(604) 314-4960
Email: lmurray@evolutionstrategies.ca		
Siebel verification: completed
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: Completed with 2 additional questions address and license to sell.
Issue: ERR-W1911, trying to sign in from Advice Canada to get to MGA and now receiving this error. This happens each time when switching from the adsl to the mga

FINDINGS: ERR-W1911>KB0022413>FOLLOWED, KB0017399 
profile locked. 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH0000080FSHYA2%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000005iM2jAAE%26cntc%3D0035o000005iM2jAAE%26id%3D005OH0000080FSHYA2

RESOLUTION: COMPLETED VERIFICATION, UNLOCKED AND HAD HER TRY WITH THE KNOWN PASSWORD on Workspace . no go ERR-W1283. had her re-set the password
signed into Workspace MGA directly. she was able to sign into Workspace now. Then had her try through Advice Canada with success.
Offered a logmein but she didn't accept/say yes. she seemed to know what she's doing.
she also updated her LastPass as it had some inconsistent info. 

-------------------------------------***DDS  12/17/2025***--------------------------
Hello Laurel,

Thank you for contacting Workspace Support today regarding not being able to access the MGA profile for Advice Canada portal and receiving ERR-W1911.

To recap during our call, we completed verification and unlocked your profile.

I had you attempt to sign with the password you know by going to Workspace however the password was not accepted, you then re-set the password and was able to sign into Workspace after authenticating.

We then had you sign in through Advice Canada, we tested by having you try it a few times to be sure and you were successfully signed in.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-17T16:39:59.000+0000,False,False,005OH00000AUS7aYAH,2025-12-17T16:23:21.000+0000,005OH00000AUS7aYAH,2025-12-17T17:00:32.000+0000,005OH00000AUS7aYAH,2025-12-17T17:00:32.000+0000,(604)314-4960,,laurellucas@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hx4QEYAY,False,,24602261,0030A0000029eioQAA,0010A000002w2zEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Support staff having issues with their registration.
**********
Hi Cindy  , thank you for contacting the workspace support today.

To recap our call, we did a remote session and went through the registration together and got you all set up on Workspace.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T15:53:00.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T15:48:35.000+0000,005OH00000BFQFCYA5,2025-12-17T16:20:10.000+0000,005OH00000BFQFCYA5,2025-12-17T16:20:10.000+0000,(902)406-3350,(902)406-3350,scott@scottgannon.com,(902)869-2009,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hx6ryYAA,False,,24606213,003OH00000M9C5UYAV,001OH00000QutHGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Primerica email correction,Medium,"*** DDS 17DEC2025 ***
when the user calls back, please authenticate and then use the 'Update email' function under Actions on the left and update to aamuwalamiesthrig@primerica.com

*** DDS 17DEC2025 ***
pro-actively reaching out to advisors that registered with wrong email address per Val's Dec 15 list

called (416) 244-2219 and got an unidentified VM so I did not leave a message, email sent to user:

-------------------------------------------
Hello Anura,

I am reaching out from Workspace Support regarding a correction that needs to be made to the email address that was used during your recent Primerica Workspace account registration. Please give us a call at the number below at your convenience and you can reference case 24606213 so we can assist with completing the required change and ensure that you do not have any future login issues.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:32:36.000+0000,False,False,005OH000006wv2TYAQ,2025-12-17T16:49:29.000+0000,005OH000006wv2TYAQ,2025-12-17T17:32:36.000+0000,005OH000006wv2TYAQ,2025-12-17T17:32:36.000+0000,(416)244-2219,,aamuwalamiesthrig@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hx7SvYAI,False,,24602514,0030A000005NsYOQA0,0010A0000067IzkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect Application Issue,Medium,"***DDS 2025-12-18***
User sent a further screenshot to inquire how application was not complete.
DDS advised user to complete Payment details.

***DDS 2025-12-17***
User inquired with NB if applications had been submitted, but applications were not submitted.
DDS investigated attached screenshot and found that applications were still incomplete on the SP dashboard.
DDS guided user to edit the application and complete the information to submit them.
 
================================================================================
****Email Chain**
Hello James,

Thank you for your response regarding your application issues. From the screenshot, we can see that the Payment details section has not yet been completed as there is no green checkmark next to it like the Results section (noted in the screenshot by the blue circles). Please click on the highlighted blue section that says Payment details to fill out and complete this application.

 

If you have any other Workspace related questions or any issues with this process, feel free to reply to this email or give us a call and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Brant, James <James.Brant@ig.ca> 
Sent: December 17, 2025 4:09 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: McNeil, Paula <Paula.McNeil@canadalife.com>
Subject: RE: [EXT] RE: [EXT] RE: life policy applications - Case 24602514

Can you please tell me what I have done wrong, or have yet to do in order to move these 2 applications ahead? James Prepare, don’t predict. James Brant, B. Comm, CFP® CIM 1105 Ironwood St, Campbell River, BC, V9W 5L6 Tel (250) 338-7811
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Can you please tell me what I have done wrong, or have yet to do in order to move these 2  applications ahead? 

 




James

Prepare, don’t predict.


 

James Brant, B.Comm, CFP® CIM
 
1105 Ironwood St, Campbell River, BC, V9W 5L6
Tel (250) 338-7811 | Cell (250) 218-7233  
james.brant@ig.ca | ig.ca

IG Wealth Management Inc.
 




Hello James,

We were recently made aware of your application issues. We’ve reviewed the screenshot that you have provided, and it seems like your applications have not yet been submitted. To complete and submit these applications, please click on the Edit button, as circled in the screenshot below to complete the missing information and submit the application.
 

Once these applications are submitted, they should no longer appear on your Simple Protect dashboard. If you have any issues with any of these steps or require further assistance with Simple Protect, feel free to give us a call at 1-800-475-7001 and we would love to assist you with this issue.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: McNeil, Paula <Paula.McNeil@canadalife.com> 
Sent: December 16, 2025 7:47 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Brant, James <james.brant@ig.ca>
Subject: FW: [EXT] RE: life policy applications

Good morning Workspace Support,

Would you kindly assist James with the below applications?  They have not been received by the New Business Department.

Thanks so much,

Paula McNeil                                                   
New Business Coordinator, Insurance New Business Underwriting and Operations
paula.mcneil@canadalife.com Phone:  (226) 212-8020  Toll Free Phone:  866-707-7158

Mailing address for New Business:
Canada Life New Business
T-019 255 Dufferin Avenue
London, ON N6A 4K1                
Placing requirements email:  policyplacing@canadalife.com

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Brant, James <James.Brant@ig.ca> 
Sent: December 15, 2025 4:37 PM
To: McNeil, Paula <Paula.McNeil@canadalife.com>
Subject: RE: [EXT] RE: life policy applications

Hi Paula. Here is a snapshot of my applications dashboard: Is this in good order or is payment required to review the applications? James Prepare, don’t predict. James Brant, B. Comm, CFP® CIM 1105 Ironwood St, Campbell River, BC, V9W
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Paula. 

Here is a snapshot of my applications dashboard:

 

Is this in good order or is payment required to review the applications?


James

Prepare, don’t predict.


 

James Brant, B.Comm, CFP® CIM
 
1105 Ironwood St, Campbell River, BC, V9W 5L6
Tel (250) 338-7811 | Cell (250) 218-7233  
james.brant@ig.ca | ig.ca

IG Wealth Management Inc.",True,2025-12-17T15:53:05.000+0000,False,False,005OH00000AX0rVYAT,2025-12-17T15:53:05.000+0000,005OH00000AX0rVYAT,2025-12-18T14:22:38.000+0000,005OH00000AX0rVYAT,2025-12-18T14:22:38.000+0000,(250)729-0904,,james.brant@ig.ca,(250)729-0908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hx7fvYAA,False,,24605806,0030A0000029YiSQAU,0010A000002vy4fQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T16:44:02.000+0000,False,False,005G0000002gxxjIAA,2025-12-17T16:44:02.000+0000,005G0000002gxxjIAA,2025-12-17T16:44:02.000+0000,005G0000002gxxjIAA,2025-12-17T16:44:02.000+0000,(450)812-8124,514-249-8283,oliver@mesfinances.ca,(450)672-4299,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hx8X3YAI,False,,24602695,0030A0000029golQAA,0010A000002w4mRQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration,Medium,"***DDS 2025-12-17***
User was having issues registering for Workspace.
DDS assisted user with Workspace registration by resetting ISAM password and guiding user through registration.
 
================================================================================
****Email Chain**
Hello Vanessa,

It was a pleasure speaking to you earlier regarding your Workspace registration. We’re happy we were able to assist you in registering for Workspace by resetting your User ID password. We’ve included Tracy on this to update your physical address on our systems.

@Aphayvong, Tracy Could you please update Vanessa’s address on our system as we have an incorrect postal code. The Address should be as follows:
300-481 Taunton Rd W
Oshawa ON, L1H 7K4

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T16:16:38.000+0000,False,False,005OH00000AX0rVYAT,2025-12-17T15:55:57.000+0000,005OH00000AX0rVYAT,2025-12-17T16:16:38.000+0000,005OH00000AX0rVYAT,2025-12-17T16:16:38.000+0000,(905)668-3070,,vanessa.barcelon@ig.ca,(905)668-4089,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hx9o7YAA,False,,24604004,0030A0000029dThQAI,0010A000002w20RQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T16:16:32.000+0000,False,False,005G0000002gxxjIAA,2025-12-17T16:16:32.000+0000,005G0000002gxxjIAA,2025-12-17T16:16:32.000+0000,005G0000002gxxjIAA,2025-12-17T16:16:32.000+0000,(514)944-6354,,brouillet_s@yahoo.com,(855)675-8535,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hx9sxYAA,False,,24604133,003OH00000M94kYYAR,001OH00000Qur83YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: ROBERT GRAY HOGGARD
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: P4423
PHONE: +15196683330 
EMAIL: 
 
ISSUE: 
User is having trouble logging into their workspace account
inc1933617 
 
AUTHENTICATION (If Required):
KB0023523 Authenticated user as MGA advisor
 
FINDINGS:
User just keeps getting stuck on the authentication step.
They do not have the authenticator connected to the app on their phone.
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user to disconnect and set up new authenticator
Disconnected previous authenticator
Walked iser through setting up new authenticator

 
EMAIL:
 
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello Robert,
Thank you for contacting Workspace about accessing your workspace account.
On the call today, we determined that you were having issues signing in because you didn’t have access to your authenticator. On the call today, we were able to disconnect your previous authenticator and then set up the new one which gave you access to log in again.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-17T16:36:32.000+0000,False,False,005OH00000BGf2TYAT,2025-12-17T16:18:35.000+0000,005OH00000BGf2TYAT,2025-12-17T17:07:16.000+0000,005OH00000BGf2TYAT,2025-12-17T17:07:16.000+0000,(519)317-8045,,rhoggard@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hx9zWYAQ,False,,24609049,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:34:01.000+0000,False,False,005OH000003ds0PYAQ,2025-12-17T17:34:01.000+0000,005OH000003ds0PYAQ,2025-12-17T17:34:02.000+0000,005OH000003ds0PYAQ,2025-12-17T17:34:02.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxASTYA2,False,,24607242,0030A0000029k4SQAQ,0010A000002w7SoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace registration.,Medium,"***DDS*** 12/17/25
Name:   PAUL FRANCIS MCCARTHY
Phone: 
Agent code: B4565
Reference: KB0017316

Hello Paul,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace registration.
 
To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace

Your user ID is PMCCARTHY 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 17, 2025 11:16 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; paul@biorecovery.ca
Subject: FW: [EXT] password requestHi 

Hi team,

Please kindly assist on the below request.

Paul’s user ID is PMCCARTHY@clext.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: paul@biorecovery.ca <paul@biorecovery.ca> 
Sent: December-17-25 10:41 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] password requestHi 

Paul F McCarthy B4565 Good Day! I need a login password for workspace please. Thank you 506-451-5200                                                                                                                                           
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Paul F McCarthy
B4565 
Good Day!

I need a login password for workspace please.

Thank you
506-451-5200",True,2025-12-17T17:05:16.000+0000,False,False,005OH00000BGeeHYAT,2025-12-17T17:05:16.000+0000,005OH00000BGeeHYAT,2025-12-17T17:05:16.000+0000,005OH00000BGeeHYAT,2025-12-17T17:05:16.000+0000,(506)451-8600,,paul@biorecovery.ca,(506)451-9100,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxAsEYAU,False,,24603355,0030A0000029df8QAA,0010A000002w28eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Could not access WS Account,Medium,"•	Reason for call: Unlock WS account and reset password
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: Done via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
========================
Bonjour Andre, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T16:17:34.000+0000,False,False,005OH00000BFQFGYA5,2025-12-17T16:06:05.000+0000,005OH00000BFQFGYA5,2025-12-17T16:17:50.000+0000,005OH00000BFQFGYA5,2025-12-17T16:17:50.000+0000,(514)983-2987,(514) 983-2987,andrecharest8@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxEMNYA2,False,,24605402,003OH00000M97pGYAR,001OH00000QupAsYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: LISA HOGGARD 
ADVISOR OR SUPPORT STAFF: 
ADVISOR CODE: P5194 
PHONE: 1 519-317-8045 
EMAIL: LISAHOGGARD@PRIMERICA.COM
 
ISSUE: 
User is having trouble signing in
 
AUTHENTICATION (If Required):
 KB0023523  
Authenticated user as an MGA advisor
Authentication passed
 
FINDINGS:
User had their workspace authenticator set up on their colleagues phone that they do not have access to.
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and disconnected previous authenticator
Walked user through setting up new authenticator on their own device. 
 
EMAIL:
 
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello Lisa,
Thank you for contacting Workspace Support about accessing your Workspace account.
On the call today, we were able to disconnect your previous authenticator that was set up on your colleague’s device and walk you through the process of setting up the authenticator on your own device. You were successfully able to access your account during the call. In the future, please use this authenticator app to generate a one-time code which is needed every time you sign in to workspace,
If you have any questions, please let me know.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-17T16:37:19.000+0000,False,False,005OH00000BGf2TYAT,2025-12-17T16:37:19.000+0000,005OH00000BGf2TYAT,2025-12-17T17:06:58.000+0000,005OH00000BGf2TYAT,2025-12-17T17:06:58.000+0000,(519)317-8043,,lisahoggard@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxF8nYAE,False,,24607832,0030A000005Ui37QAC,0010A000006EDFaQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:14:37.000+0000,False,False,005OH000004Ir1xYAC,2025-12-17T17:14:37.000+0000,005OH000004Ir1xYAC,2025-12-17T17:14:38.000+0000,005OH000004Ir1xYAC,2025-12-17T17:14:38.000+0000,(403)502-6178,(403) 502-6178,sieanna.day@westernfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxFn6YAE,False,,24605102,003G0000018f7rzIAA,0010A000002wPyGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T16:32:33.000+0000,False,False,005G0000002gxxjIAA,2025-12-17T16:32:33.000+0000,005G0000002gxxjIAA,2025-12-17T16:32:33.000+0000,005G0000002gxxjIAA,2025-12-17T16:32:33.000+0000,(450)743-0035X24,(450) 780-3050,benoit.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxFqJYAU,False,,24604822,0030A0000029fwfQAA,0010A000002w415QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-registration,Medium,"user needed assistance with Workspace registration
No KB
email======================================================================
Bonjour Daniel,

Merci d’avoir contacté le support de l’espace d’affaire concernant l’enregistrement sur l’espace d’affaire, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réussi à terminer le processus d’inscription et à connecter l’authentificateur pour sécuriser votre compte.

Nous avons navigué le système pour voir les option disponible sur Workspace.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:12:32.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-17T16:28:04.000+0000,005OH00000AZ3ZxYAL,2025-12-17T17:12:32.000+0000,005OH00000AZ3ZxYAL,2025-12-17T17:12:32.000+0000,(819)477-2800,,dgarand@lemelin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxFyOYAU,False,,24607777,0030A000005QOUjQAO,0010A0000069ptgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:13:45.000+0000,False,False,005OH000004Ir1xYAC,2025-12-17T17:13:45.000+0000,005OH000004Ir1xYAC,2025-12-17T17:13:45.000+0000,005OH000004Ir1xYAC,2025-12-17T17:13:45.000+0000,(647)622-5285,,jiaming.huang141@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxGnyYAE,False,,24604806,003G0000018f6sBIAQ,0010A000002wOtvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi John,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
GQC6PKX9BU

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning John,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: John Edwin Heiydt
Code: 29861

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to john@skywoodfinancialgroup.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-17T16:27:45.000+0000,False,False,005OH0000071DK9YAM,2025-12-17T16:27:45.000+0000,005OH0000071DK9YAM,2025-12-17T16:27:45.000+0000,005OH0000071DK9YAM,2025-12-17T16:27:45.000+0000,(416)624-2044,,john@skywoodfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxHKFYA2,False,,24606698,003OH00000M927mYAB,001OH00000QujBfYAJ,,,,,,,012OH000000ijW5YAI,Open,,Phone,,dthtrd,Medium,fesf,False,,False,False,005OH0000064XtBYAU,2025-12-17T16:56:47.000+0000,005OH0000064XtBYAU,2025-12-17T16:56:47.000+0000,005OH0000064XtBYAU,2025-12-17T16:56:47.000+0000,(780)237-6777,,jjones.nrhr9@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxJ5vYAE,False,,24607560,0030A0000029i6zQAA,0010A000002w5saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:10:31.000+0000,False,False,005OH000004Ir1xYAC,2025-12-17T17:10:31.000+0000,005OH000004Ir1xYAC,2025-12-17T17:10:32.000+0000,005OH000004Ir1xYAC,2025-12-17T17:10:32.000+0000,(403)698-3983,(403) 271-1905,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxJQrYAM,False,,24604827,003OH000002BtMgYAK,001OH000002i1VcYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,products tab,True,2025-12-17T16:32:53.000+0000,False,False,005OH000006uYrkYAE,2025-12-17T16:28:10.000+0000,005OH000006uYrkYAE,2025-12-17T16:32:53.000+0000,005OH000006uYrkYAE,2025-12-17T16:32:53.000+0000,(416)826-8445,,james@sferofinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxJfXYAU,False,,24610069,0030A0000041cjhQAA,0010A000004nFdKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User wants to delete CRM files and tasks that belong to an advisor,Medium,"User wants to delete CRM files and tasks that belong to an advisor

Bonjour à vous deux,
J’ai déjà contacté Melissa et laissé un msg vocal suite à ce courriel afin de répondre à la question en considérant deux scénarios possibles :
1.	Premier scénario – Espace Affaires :

Si Melissa supprime des fichiers dans le dossier client ou des tâches lorsque les clients ont été délégués par David, l’information sera effectivement supprimée de son côté également. Toutefois, il est important de comprendre que le but de cette extraction est de fournir les fichiers liés aux fonctionnalités CRM, car celles-ci seront décommissionnées 90 jours après l’envoi du courriel invitant les conseillers à télécharger leur extraction.
Selon moi, faire le ménage des fonctionnalités CRM serait contre-productif, puisqu’elles vont disparaître sous peu.
À titre de référence, voici les champs qui vont disparaître et qui sont inclus dans l’extraction :
o	Pistes
o	Opportunités
o	Réunions (événements)
o	Tâches, notes
o	Champs définis par l’utilisateur
o	Membres de la famille
o	Produits externes
o	Étiquettes des champs de GRC (ex. : statut fumeur/non-fumeur, procuration)
o	Renseignements de GRC relatifs au rachat
o	Téléversement de fichiers
o	
2.	Deuxième scénario – Modifications dans l’extraction :
Si les modifications sont effectuées directement dans l’extraction, il n’y aura aucun impact pour un autre conseiller.
@Melissa, si jamais j’ai mal compris ta question et que mes réponses ne répondent pas à ta demande, n’hésitez pas à me rappeler.

Cordialement,






Adel Tikelaline   (Il) (Lui) (He|Him)


Bonjour Adel, 

Pouvez-vous aider Mélissa avec sa question? 

Voici le contexte :

Mélissa a bien reçu son fichier d’extraction GRC et souhaite « faire le ménage » dans Espace Affaires. Elle constate que certains documents et tâches liés à une cliente sont aussi assignés à un autre conseiller (David Drolet). Elle précise que ce n’est pas elle qui a téléchargé ces documents et tâches. Sa question est :

Si elle supprime ces documents et tâches, est-ce que cela les supprime aussi pour David ?

Je voie que David ne s’est pas connecté à son compte Espace affaires depuis très longtemps il n’a donc probablement pas fait son téléchargement de ses données de GRC. 

Merci et bonne journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 




From: Mélissa Smith Vachon <melissa.smithvachon@sommetgf.ca> 
Sent: Monday, December 15, 2025 2:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: RE: Suppression des données

Bonjour, Dans espace affaire, bien entendu. Bonne journée! Prendre un rendez-vous : https: //calendly. com/melissa-smithvachon/ -- Mélissa Smith-Vachon, M. Fisc. , Pl. Fin. Conseillère en assurance et rentes collectives Représentante en investissements
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
 
Dans espace affaire, bien entendu.
 
Bonne journée!
 
     Prendre un rendez-vous : https://calendly.com/melissa-smithvachon/
-- 
Mélissa Smith-Vachon, M. Fisc., Pl. Fin.
Conseillère en assurance et rentes collectives
Représentante en investissements 

    
1255 boul. Lebourgneuf, bureau 200 | Québec (Qc) G2K 0M6
T : 418-741-3155 | C : 581-995-4442 | F : 418-380-5326
www.sommetgf.ca
 
 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
----------Message original---------- 
De : Workspace Support<WorkspaceSupport@canadalife.com>
À : ""Mélissa Smith Vachon""<melissa.smithvachon@sommetgf.ca>
Date/Heure : 2025-12-15 14:30:07
Sujet : RE: Suppression des données
Bonjour Mélissa,
 
Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.
 
Je veux être sûr de bien comprendre votre demande.
 
Est-ce que vous demander si vous pouvez effacer les lignes en lien avec les documents et les tâches de David Drolet dans le fichier Excel ou est-ce que vous faites références à effacer les documents et les tâches dans Espace affaires?
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
 
From: Mélissa Smith Vachon <melissa.smithvachon@sommetgf.ca>
Sent: Friday, December 12, 2025 6:48 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Suppression des données
 
Bonjour, J’ai bien reçu le fichier pour faire le ménage dans espace affaire. Toutefois, je vois que les documents et tâches liés à la cliente sont aussi assigné à un autre conseiller soir David Drolet. Ce n’est pas moi qui ai téléchargé
 
Bonjour,
 
J’ai bien reçu le fichier pour faire le ménage dans espace affaire.
 
Toutefois, je vois que les documents et tâches liés à la cliente sont aussi assigné à un autre conseiller soir David Drolet. Ce n’est pas moi qui ai téléchargé les documents et les tâches dans espaces affaires. Donc si je supprime le tout, est-ce que ça supprime pour David aussi?
Merci de m’éclairer sur la procédure à suivre.
 
 
Mélissa Smith Vachon, M. Fisc. 
Planificatrice financière
Conseillère en assurance collective et de personnes
Représentante en investissements

1255, Boul. Lebourgneuf, bureau 200 | Québec (Qc) G2K 0M6
T : 581-995-4442 |  F : 418-380-5326
        
 
 
www.sommetgf.ca
 
 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 

Bonjour Adel, 

Pouvez-vous aider Mélissa avec sa question? 

Voici le contexte :

Mélissa a bien reçu son fichier d’extraction GRC et souhaite « faire le ménage » dans Espace Affaires. Elle constate que certains documents et tâches liés à une cliente sont aussi assignés à un autre conseiller (David Drolet). Elle précise que ce n’est pas elle qui a téléchargé ces documents et tâches. Sa question est :

Si elle supprime ces documents et tâches, est-ce que cela les supprime aussi pour David (je suppose que la question est pour les fichiers contenus dans l’extraction de données GRC)

Je voie que David ne s’est pas connecté à son compte Espace affaires depuis très longtemps il n’a donc probablement pas fait son téléchargement de ses données de GRC. 

Merci et bonne journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 




From: Mélissa Smith Vachon <melissa.smithvachon@sommetgf.ca> 
Sent: Monday, December 15, 2025 2:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: RE: Suppression des données

Bonjour, Dans espace affaire, bien entendu. Bonne journée! Prendre un rendez-vous : https: //calendly. com/melissa-smithvachon/ -- Mélissa Smith-Vachon, M. Fisc. , Pl. Fin. Conseillère en assurance et rentes collectives Représentante en investissements
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
 
Dans espace affaire, bien entendu.
 
Bonne journée!
 
     Prendre un rendez-vous : https://calendly.com/melissa-smithvachon/
-- 
Mélissa Smith-Vachon, M. Fisc., Pl. Fin.
Conseillère en assurance et rentes collectives
Représentante en investissements 

    
1255 boul. Lebourgneuf, bureau 200 | Québec (Qc) G2K 0M6
T : 418-741-3155 | C : 581-995-4442 | F : 418-380-5326
www.sommetgf.ca
 
 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
----------Message original---------- 
De : Workspace Support<WorkspaceSupport@canadalife.com>
À : ""Mélissa Smith Vachon""<melissa.smithvachon@sommetgf.ca>
Date/Heure : 2025-12-15 14:30:07
Sujet : RE: Suppression des données
Bonjour Mélissa,
 
Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.
 
Je veux être sûr de bien comprendre votre demande.
 
Est-ce que vous demander si vous pouvez effacer les lignes en lien avec les documents et les tâches de David Drolet dans le fichier Excel ou est-ce que vous faites références à effacer les documents et les tâches dans Espace affaires?
 
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
 
From: Mélissa Smith Vachon <melissa.smithvachon@sommetgf.ca>
Sent: Friday, December 12, 2025 6:48 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Suppression des données
 
Bonjour, J’ai bien reçu le fichier pour faire le ménage dans espace affaire. Toutefois, je vois que les documents et tâches liés à la cliente sont aussi assigné à un autre conseiller soir David Drolet. Ce n’est pas moi qui ai téléchargé
 
Bonjour,
 
J’ai bien reçu le fichier pour faire le ménage dans espace affaire.
 
Toutefois, je vois que les documents et tâches liés à la cliente sont aussi assigné à un autre conseiller soir David Drolet. Ce n’est pas moi qui ai téléchargé les documents et les tâches dans espaces affaires. Donc si je supprime le tout, est-ce que ça supprime pour David aussi?
Merci de m’éclairer sur la procédure à suivre.
 
 
Mélissa Smith Vachon, M. Fisc. 
Planificatrice financière
Conseillère en assurance collective et de personnes
Représentante en investissements

1255, Boul. Lebourgneuf, bureau 200 | Québec (Qc) G2K 0M6
T : 581-995-4442 |  F : 418-380-5326
        
 
 
www.sommetgf.ca
 
 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:49:35.000+0000,False,False,0055o000001zVCKAA2,2025-12-17T17:49:35.000+0000,0055o000001zVCKAA2,2025-12-17T20:47:38.000+0000,0055o000001zVCKAA2,2025-12-17T20:47:38.000+0000,(581)995-4442,,melissa.smithvachon@sommetgf.ca,(418)380-5326,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxJqkYAE,False,,24607980,0030A0000081n5SQAQ,0010A000008uHX3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User does not remember setting up the MFA and would like to reset it up. 
Siebel is down- sending email to Workspace Service Leader for a call back. 
Call back- KB0020738  (authenticated- rotation 2) -disconnected. 
Code: H5640
Email: alain.yu@aol.com 
Phone: 778-863-6608

***********************************************************************


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 17, 2025 2:37 PM
To: alain.yu@aol.com
Subject: RE: Workspace Support C24607980- MFA 

Good afternoon, Peng

 Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting the two-factor authentication so you can log in to your Workspace account. You will now need to log in and set up your new authenticator, you can do so via browser or through your mobile device. 

If you have any questions or need further assistance, we’re here to help.

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






From: CL Workspace Support 
Sent: December 17, 2025 12:28 PM
To: 'alain.yu@aol.com' <alain.yu@aol.com>
Subject: Workspace Support C24607980- MFA 

Good afternoon, Peng

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your authenticator!
 
Unfortunately, our system is down. We will give you a call back when our system is up and running so we can properly authenticate you and assist you with setting up a new MFA. Thank you for your patience on the matter. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:27:38.000+0000,False,False,005OH00000BG5v4YAD,2025-12-17T17:16:42.000+0000,005OH00000BG5v4YAD,2025-12-17T19:38:57.000+0000,005OH00000BG5v4YAD,2025-12-17T19:38:57.000+0000,(778)863-6608,,alain.yu@aol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxK0NYAU,False,,24608131,003G0000018f6uOIAQ,0010A000002wOwHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration User ID and Password,Medium,"***DDS 2025-12-17***
User was inquiring about advisor's PI password and user ID.
DDS referred user to DM to obtain user ID and advised user to have advisor call us back to reset PI password.
 
================================================================================
****Email Chain**
Hello Kristin,

It was a pleasure speaking to you earlier regarding Andrew’s Product Illustration access. As discussed, please have Andrew email Distribution_Methodology@canadalife.com and they would be able to provide him with his Product Illustrations User ID. Once he has that, feel free to give us a call back and we would love to assist him in resetting his Product Illustration password.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:28:11.000+0000,False,False,005OH00000AX0rVYAT,2025-12-17T17:19:01.000+0000,005OH00000AX0rVYAT,2025-12-17T17:28:11.000+0000,005OH00000AX0rVYAT,2025-12-17T17:28:11.000+0000,(204)489-1587,,andrew@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxKQBYA2,False,,24608156,0030A0000029mTKQAY,0010A000002w9SyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:19:25.000+0000,False,False,005OH00000BfjndYAB,2025-12-17T17:19:25.000+0000,005OH00000BfjndYAB,2025-12-17T17:19:25.000+0000,005OH00000BfjndYAB,2025-12-17T17:19:25.000+0000,(306)221-7797,,k.werschler@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxLFpYAM,False,,24606386,0030A0000029oWOQAY,0010A000002wB9ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Registration,Medium,"***DDS 2025-12-17***
User required assistance registering for Workspace as they forgot their User ID password.
DDS reset user's ISAM password and assisted with Workspace registration and Authenticator connection.
 
================================================================================
****Email Chain**
Hello Ehsan,

It was a pleasure speaking to you earlier regarding your Workspace registration. We’re happy we were able to assist you in completing your Workspace registration and linking your Authenticator app.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:08:28.000+0000,False,False,005OH00000AX0rVYAT,2025-12-17T16:51:42.000+0000,005OH00000AX0rVYAT,2025-12-17T17:08:28.000+0000,005OH00000AX0rVYAT,2025-12-17T17:08:28.000+0000,(604)235-2545,,eastaneh@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxLhGYAU,False,,24606603,003OH00000Xfy5KYAR,001OH00000fyWLfYAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace registration.,Medium,"***DDS*** 12/17/25
Name:   Claudia Davoren-Hertel 
Phone: 
Agent code: H9036
Reference: KB0017316

Hello Claudia,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding MGA Workspace registration.
 
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 17, 2025 10:16 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Claudia Davoren-Hertel <claudia@campanellagroup.com>
Subject: FW: [EXT] Workspace Registration

Hi team,

Would you be able to assist Claudia on completing MGA Workspace registration process?

Her user ID created is CDAVORENHERTEL@clext.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Claudia Davoren-Hertel <claudia@campanellagroup.com> 
Sent: December-17-25 09:44 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Workspace Registration

Hello,  I registered for my User ID and received a confirmation email.   However, I am not able to register for the workspace, it just seems to be an endless cycle of the same pages popping up.   Would you be able to help me with this?  Thank
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

I registered for my User ID and received a confirmation email. 

However, I am not able to register for the workspace, it just seems to be an endless cycle of the same pages popping up. 

Would you be able to help me with this? 

Thank you,",True,2025-12-17T16:55:09.000+0000,False,False,005OH00000BGeeHYAT,2025-12-17T16:55:09.000+0000,005OH00000BGeeHYAT,2025-12-17T16:55:44.000+0000,005OH00000BGeeHYAT,2025-12-17T16:55:44.000+0000,(647)699-5718X150,,claudia@campanellagroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxLkTYAU,False,,24606969,003OH00000UvKosYAF,001OH00000bikgLYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 17th, 2025 ***
User could not access account. Went through resetting password with him and it worked properly. KB0017398  
===============
Bonjour Sylvain,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder au compte Espace Affaires.

Durant notre appel, je vous ai aidé à réinitialiser votre mot de passe pour vous aider à accéder au compte.

C’était un plaisir de vous aider aujourd’hui à accéder au compte Espace Affaires. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-17T17:01:29.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-17T17:01:29.000+0000,005OH00000AbJ7aYAF,2025-12-17T19:57:18.000+0000,005OH00000AbJ7aYAF,2025-12-17T19:57:18.000+0000,(514)702-6511,,sblais@fisc-fin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxM8bYAE,False,,24605455,003OH00000ZLYx1YAH,001OH00000jLHCFYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Workspace registration.
**********
Hi Kathy , thank you for contacting the workspace support today.

To recap our call, I assisted you with registering for your User ID, please wait 48 hours to complete your registration within workspace.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T16:53:53.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T16:38:06.000+0000,005OH00000BFQFCYA5,2025-12-17T17:08:42.000+0000,005OH00000BFQFCYA5,2025-12-17T17:08:42.000+0000,(705)324-4002,,kathytraill@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxMtRYAU,False,,24607919,0030A0000029jjWQAQ,0010A000002w7ByQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:15:43.000+0000,False,False,00516000007Qeg2AAC,2025-12-17T17:15:43.000+0000,00516000007Qeg2AAC,2025-12-17T17:15:43.000+0000,00516000007Qeg2AAC,2025-12-17T17:15:43.000+0000,(416)730-9198,(416) 786-1620,ark@anainsurance.ca,(416)730-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxNG1YAM,False,,24606909,003OH00000M96jDYAR,001OH00000QuaC2YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Primerica email correction,Medium,"*** DDS 17DEC2025 ***
pro-actively reaching out to Advisors that registered with incorrect email as per Val's Dec 15 list

called (403) 328-5484, spoke with Gerard, authenticated, updated email, was not in a position to login during call, advised to let me know or give us a call if there are any future login issues

----------------------------------------EMAIL:
Hello Gerard,

Thank you very much for taking my call today, it was a pleasure speaking with you! As we discussed, I was reaching out as we identified that the email address initially used during your Primerica Workspace account registration needed to be corrected to avoid any future login issues. I changed the email address in our systems to gerardvanschothorst@primerica.com which you can use to login going forward. Please let me know if you run into any access issues in the future as you could not test during our call or if you have any other questions related to Workspace as we are happy to assist.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:13:34.000+0000,False,False,005OH000006wv2TYAQ,2025-12-17T17:00:14.000+0000,005OH000006wv2TYAQ,2025-12-17T17:13:34.000+0000,005OH000006wv2TYAQ,2025-12-17T17:13:34.000+0000,(403)328-5484,,gerardvanschothorst@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxNaxYAE,False,,24607984,0030A0000029XuBQAU,0010A000002vxQ3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support,Medium,"Advisor cannot get signed in on workspace.
**********
Hi Ravi   , thank you for contacting the workspace support today.

To recap our call, you were locked out of your workspace account. I was able to unlock your account and send you a link to reset your password. After troubleshooting we were able to get you logged in,

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
*********
Good day Tracy,

I have an Advisor Ravi Mahadeo 44493 would like to have their address updated. They have confirmed it was updated in Apexa to 
76 Lionhead Trl
SCARBOROUGH, ON M1B2J6
CANADA

Thank you kindly,

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:28:24.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T17:16:45.000+0000,005OH00000BFQFCYA5,2025-12-17T18:23:57.000+0000,005OH00000BFQFCYA5,2025-12-17T18:23:57.000+0000,(416)283-1160,,regentfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxNr8YAE,False,,24607611,003OH00000VWEikYAH,001OH00000cRT3IYAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Register for access to Canada Life Workspace,Medium,"***DDS*** 12/17/25
Name:   NICHOLAS SIREN
Phone: 
Agent code: H8337
Reference: KB0017316

Hello Nicholas,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace registration.

It looks like you have not yet registered for your National Workspace account.
 
To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/


Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Garcia, Eva <Eva.Garcia@canadalife.com> 
Sent: December 17, 2025 11:21 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Siren,Nicholas J <nicholas.siren@edwardjones.com>
Subject: 24607611 - RE: Register for access to Canada Life Workspace 

Hello Team,

Please assist Nicholas to access Workspace.


Thank you kindly,

Eva Garcia (she/her)
Sr. Contracts Specialist, Contracts (National Account)
Contracts and Financial Operations
Tel: (416) 552-3747 | Email: eva.garcia@canadalife.com
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.





From: Siren,Nicholas J <Nicholas.Siren@edwardjones.com> 
Sent: December 17, 2025 11:03 AM
To: Garcia, Eva <Eva.Garcia@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace 

Good morning Eva, Can you please let me know if my account is active yet? I have tried my username and password several times and can not seem to get logged-in okay. I reset my password, confirmed my username, and still no success. Thanks. From: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Eva,

Can you please let me know if my account is active yet? I have tried my username and password several times and can not seem to get logged-in okay.

I reset my password, confirmed my username, and still no success.

Thanks.


 

From: Garcia, Eva <Eva.Garcia@canadalife.com> 
Sent: Friday, October 10, 2025 3:01 PM
To: Siren,Nicholas J <Nicholas.Siren@edwardjones.com>
Subject: RE: Register for access to Canada Life Workspace 

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 

Hello Nicholas,
 
Thank you for your email.
 
Please be advised your producer/distributor/commission code is H8337.
 
This code was sent to your Office Branch.
 
 
Regards,
 
Eva Garcia (she/her)
Sr. Contracts Specialist, Contracts and Licensing (National Account)
Tel: (416) 552-3747 | Email: eva.garcia@canadalife.com
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
 
 
 
From: Siren,Nicholas J <Nicholas.Siren@edwardjones.com> 
Sent: October 10, 2025 9:37 AM
To: Garcia, Eva <Eva.Garcia@canadalife.com>
Subject: [EXT] RE: Register for access to Canada Life Workspace 
 
Good morning, This email mentions my advisor code was sent to my branch, I am a little confused why this was not sent to me? If it was sent to someone else, can you please let me know who it was sent to and when? I attempted to use my standard
Good morning,
 
This email mentions my advisor code was sent to my branch, I am a little confused why this was not sent to me?
If it was sent to someone else, can you please let me know who it was sent to and when?
I attempted to use my standard advisor code for registration 9844-NR3, and had no luck.
 
Thanks!
 
 
 
From: Garcia, Eva <Eva.Garcia@canadalife.com> 
Sent: Wednesday, October 8, 2025 3:32 PM
To: Siren,Nicholas J <Nicholas.Siren@edwardjones.com>
Subject: Register for access to Canada Life Workspace 
 
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 
 
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	Please wait 2 business days after receiving your User ID to register for Workspace.
 
Your registration information
Name:	NICHOLAS SIREN
Advisor code*:	Has been sent to your branch
Activation code:	1-1F1RDEQ
* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
Register for a User ID (formerly RepNet ID)
•	Click here to get started and follow the provided instructions.
Register for Workspace
•	Click here to register
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace. 
Do you have a support team who need access to your book of business?
•	To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form.
•	Once authorized, they will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your producer code.
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.
 
Please complete this questionnaire:
•	To help us better tailor our support and get to know you better, please complete this 1 minute survey. 
 
Thank you,
 
 
Eva Garcia (she/her)
Sr. Contracts Specialist, Contracts and Licensing (National Account)
Tel: (416) 552-3747 | Email: eva.garcia@canadalife.com",True,2025-12-17T17:11:17.000+0000,False,False,005OH00000BGeeHYAT,2025-12-17T17:11:17.000+0000,005OH00000BGeeHYAT,2025-12-17T17:19:31.000+0000,005OH00000BGeeHYAT,2025-12-17T17:19:31.000+0000,(705)869-6705,,nicholas.siren@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxOFHYA2,False,,24608121,0030A0000029lPgQAI,0010A000002w8aLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:18:55.000+0000,False,False,00516000007Qeg2AAC,2025-12-17T17:18:55.000+0000,00516000007Qeg2AAC,2025-12-17T17:18:55.000+0000,00516000007Qeg2AAC,2025-12-17T17:18:55.000+0000,(905)667-3540,905-520-7219,rick.dipronio@rdfinancialservice.com,(289)396-1464,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxPXxYAM,False,,24608853,003OH00000OYV3oYAH,001OH00000TrSvOYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Extract Inquiry,Medium,"****DDS****12/17/25 

CRM Decom inquiry - referred user to their aligned TSP for more support 
============================================================================================= 
 
****Email Chain****

Bonjour Claudine,

Merci d’avoir contacté l’assistance de l’Espace Affaires. Pour obtenir de l’aide sur la mise hors service GRC(CRM), nous vous recommandons de contacter votre TSP aligné Adel Tikelaline par courriel Adel.Tikelaline@canadavie.com  qui peut répondre à toutes vos questions.

S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:47:01.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T17:30:52.000+0000,005OH0000097FtCYAU,2025-12-17T18:04:32.000+0000,005OH0000097FtCYAU,2025-12-17T18:04:32.000+0000,(438)491-6791,,jeanfrancois.proulx@servicesfinancierspp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxQFRYA2,False,,24606354,0030A0000029ZJrQAM,0010A000002vycqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T16:51:12.000+0000,False,False,005OH0000030c5BYAQ,2025-12-17T16:51:12.000+0000,005OH0000030c5BYAQ,2025-12-17T16:51:13.000+0000,005OH0000030c5BYAQ,2025-12-17T16:51:13.000+0000,(905)427-9797,,bdelong@rogers.com,(905)428-2177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxRQ5YAM,False,,24612274,0030A0000029iT4QAI,0010A000002w6BrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"NB coordinator, who is",Medium,"*12/17*
----------------
Diana Hogarth 
a4384
i called in, im on workspace, trying to find out who the new business is 
provided NBInquiry.Team7@canadalife.com Christine Koukoulidis
647-264-1595


*email*
----------------
Good afternoon Diana, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to know who your NB coordinator was. We directed you to Christine Koukoulidis at NBInquiry.Team7@canadalife.com and 647-264-1595. If you have any questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T00:54:52.000+0000,False,False,005OH000008919xYAA,2025-12-17T18:24:02.000+0000,005OH000008919xYAA,2025-12-18T00:54:53.000+0000,005OH000008919xYAA,2025-12-18T00:54:53.000+0000,(780)467-9951,,kent.zadko@edwardjones.com,(780)467-9551,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxRd0YAE,False,,24610760,0030A0000029eyYQAQ,0010A000002w3CxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Change Workspace Email,Medium,"Caller Name: Leah Polson
Advisor or support staff: Advisor support
Advisor Code: D6998 INACTIVE. ACTIVE CODE H9305
Advisor Name: BENJAMIN MILES	
Phone: 204-259-1980
Email: leah.polson@raymondjames.ca and benji.miles@raymondjames.ca for the advisor 
Siebel verification: Completed
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: Completed with 2 more questions. prov license to sell and address
Issue: Change of firm and needs to change the email on file for the advisor. Leah does not have her own workspace.

FINDING: 
profile active. 
******KB0023058 *******
benji.miles@richardsonwealth.com no longer active
new email is benji.miles@raymondjames.ca but Siebel has benjamin.miles@raymondjames.ca

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oCa1AAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HFTKAA4%26cntc%3D0035o000004HFTKAA4%26id%3D0055o000001oCa1AAE

RESOLUTION: Followed ******KB0023058 ******* . Spoke to the advisor/authenticated with additional questions: prov license to sell and address
benji.miles@richardsonwealth.com is old email as seen in Workspace. 
New Email: benji.miles@raymondjames.ca
Email seen in Siebel is benjamin.miles@raymondjames.ca
Had him check Apexa and he noted its already showing benji.miles@raymondjames.ca

CHANGED EMAIL ON FILE AS PER KB FROM benji.miles@richardsonwealth.com TO benji.miles@raymondjames.ca
had them try to sign in using the old password. had to do a password reset
he was able to re-set the password, authenticated and signed in. had him sign out/back in to test with success. 

sent follow up email to Benji/Leah and also sent email to Tracy as per ******KB0023058 ******* (confirmed with Samantha on Assist how to frame the email to Tracy without giving out much info).

--------------------------------------***DDS  12/17/2025***--------------------------
EMAIL TO TRACY
--------------------------------------***DDS  12/17/2025***--------------------------
Hello Tracy,

Advisor BENJAMIN MILES, H9305 had confirmed their email in Apexa was updated from benji.miles@richardsonwealth.com to benji.miles@raymondjames.ca but its not reflecting here at Canada Life.

Benjamin has also already updated Workspace with the new email, benji.miles@raymondjames.ca

I’ve cc’d Benjamin on this message and his number if needed is 204-259-1980 which was just updated in Apexa.

Please check and update as needed, thanks. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/17/2025***--------------------------
EMAIL TO ADVISOR
--------------------------------------***DDS  12/17/2025***--------------------------
Hello Benjamin/Leah,

Thank you for contacting Workspace Support today regarding changing the email address for Workspace Access. 

As discussed with you both, due to a change in firm, the email address, benji.miles@richardsonwealth.com is no longer accessible.

During our call, we completed verification, changed the email address from, benji.miles@richardsonwealth.com TO  benji.miles@raymondjames.caand had you sign into Workspace.

You were then prompted to re-set your password and was successfully able to sign in. 

We tested by having you sign out and in again with success.

Please also reach out to your MGA to have your email on file with Canada Life checked/updated as I noted we have something slightly different here.

I also sent off an email to our admin here and cc’d you to have this checked/updated. 

Benjamin, as mentioned to Leah, we do not recommend sharing Workspace logins. If needed, you can request to have Leah her own Workspace access to your book of business. The form attached will need to be completed by you and sent to Distribution_Methodology@canadalife.com for processing. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-17T18:59:28.000+0000,False,False,005OH00000AUS7aYAH,2025-12-17T18:00:55.000+0000,005OH00000AUS7aYAH,2025-12-17T18:59:28.000+0000,005OH00000AUS7aYAH,2025-12-17T18:59:28.000+0000,(204)259-1980,,benji.miles@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxRppYAE,False,,24606610,0035o000006kppKAAQ,0015o000007LMUsAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: ZHI CHUN MA 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: E4141
ADVISOR NAME: 
PHONE: 
EMAIL: isvictorma@gmail.com 
 
ISSUE: 
User is trying to authentciate their device 
 
AUTHENTICATION (If Required):
KB0020738  
Authenticated user as an MGA advisor
They could not answer the question about last login so I asked them for their MGA and phone number on file
Passed authentication with new questions.
 
FINDINGS:
Found out that they deleted the account from their authenticator
We would need to disconnect the authenticator on our end and have them set up a new one.
 
TROUBLESHOOTING/RESOLUTION:
 Authenticated user and disconnected previous authenticator
Walked user through setting up new authenticator
User confirmed that they were able to log in successfully.
 
EMAIL:
 
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello Zhi Chun,
Thank you for contacting Workspace Support about setting up multi-factor authenticator on your new device.
On the call today, I disconnected your previous authenticator from your account so that you will have access to set up authenticator on your new device. You were successfully able to set up this new authenticator and log into your account.
Let us know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-17T17:06:27.000+0000,False,False,005OH00000BGf2TYAT,2025-12-17T16:55:14.000+0000,005OH00000BGf2TYAT,2025-12-17T17:06:27.000+0000,005OH00000BGf2TYAT,2025-12-17T17:06:27.000+0000,(778)989-5839,,isvictorma@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxSVmYAM,False,,24606990,0030A0000029UtEQAU,0010A000002vuwIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"*******DDS******* 12/17/2025
User needed assistance completing registration for workspace but did not have registration letter. DDS referred user to DM. 

*******email chain*********
Hello Aleksandra,

    It was a pleasure assisting you today. To get started with the registration for workspace, you will need to reach out to distribution_methodology@canadalife.com to get your registration letter. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T17:15:46.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T17:01:43.000+0000,005OH00000BFQFHYA5,2025-12-17T17:15:46.000+0000,005OH00000BFQFHYA5,2025-12-17T17:15:47.000+0000,(647)549-0848,,aivfinancialinc@gmail.com,(416)626-9356,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxTdAYAU,False,,24607751,0030A0000029hijQAA,0010A000002w5YfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:13:30.000+0000,False,False,00516000007Qeg2AAC,2025-12-17T17:13:30.000+0000,00516000007Qeg2AAC,2025-12-17T17:13:30.000+0000,00516000007Qeg2AAC,2025-12-17T17:13:30.000+0000,(905)736-0204,,sylvio@afs1992.onmicrosoft.com,(905)732-0204,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxVVKYA2,False,,24610563,003OH00000WDQQaYAP,001OH00000dQBWAYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:58:01.000+0000,False,False,005OH00000BfjndYAB,2025-12-17T17:58:01.000+0000,005OH00000BfjndYAB,2025-12-17T17:58:01.000+0000,005OH00000BfjndYAB,2025-12-17T17:58:01.000+0000,(250)260-1104,,allison@braunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxY6YYAU,False,,24608244,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:20:49.000+0000,False,False,005OH000003ds0PYAQ,2025-12-17T17:20:49.000+0000,005OH000003ds0PYAQ,2025-12-17T17:20:50.000+0000,005OH000003ds0PYAQ,2025-12-17T17:20:50.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxYJWYA2,False,,24615115,003G000001PNQcHIAX,0010A000002wSewQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Dealer Auto Rebalancing Failure Analysis Report Request,Medium,"intake form submitted 

**EMAIL**

Hello,
A new form response has been received requesting a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure. The details are as follows:

Request 1:
Advisor: Oscar Leon
Code: 32617

Please email it to oscar@affluentia.ca",True,2025-12-17T19:07:47.000+0000,False,False,005OH0000071DK9YAM,2025-12-17T19:07:47.000+0000,005OH0000071DK9YAM,2025-12-17T19:07:48.000+0000,005OH0000071DK9YAM,2025-12-17T19:07:48.000+0000,(604)771-7232,(604) 771-7232,oscar@affluentia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxYePYAU,False,,24607922,0030A000005WCOnQAO,0010A000006FkFTQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:15:45.000+0000,False,False,005OH000004Ir1xYAC,2025-12-17T17:15:45.000+0000,005OH000004Ir1xYAC,2025-12-17T17:15:45.000+0000,005OH000004Ir1xYAC,2025-12-17T17:15:45.000+0000,(403)452-3886,(403) 383-7166,jessicama@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxYmZYAU,False,,24612267,0030A0000029Z3TQAU,0010A000002vyOYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA and setup edge extension,Medium,"99129, ROBERT F KNIGHT
Alex mcfadden
Advisor gave permission to assist staff member on their behalf for MFa disconnect. Assisted them and setup browser extension. 

Hello Robert,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with disconnecting MFA and setup new one. After authentication, you gave me the permission to assist Alex on your behalf. I called Alex back and help them to setup the Microsoft edge browser extension. They were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T18:41:48.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T18:24:00.000+0000,005OH00000BFiyTYAT,2025-12-17T18:41:48.000+0000,005OH00000BFiyTYAT,2025-12-17T18:41:48.000+0000,(519)621-3900X1,,insuranceadmin@stewardgroup.ca,(519)622-0699,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxZiYYAU,False,,24608151,0030A0000046gMpQAI,0010A000002vtp3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:19:16.000+0000,False,False,005OH00000865wTYAQ,2025-12-17T17:19:16.000+0000,005OH00000865wTYAQ,2025-12-17T17:19:17.000+0000,005OH00000865wTYAQ,2025-12-17T17:19:17.000+0000,(780) 944-0666,,jodi.armsworthy@financialhorizons.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxZozYAE,False,,24608154,0030A000005XUQuQAO,0010A000006HCkyQAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:19:21.000+0000,False,False,005OH000004Ir1xYAC,2025-12-17T17:19:21.000+0000,005OH000004Ir1xYAC,2025-12-17T17:19:21.000+0000,005OH000004Ir1xYAC,2025-12-17T17:19:21.000+0000,(587)393-2813,,jtchida@iagi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxajaYAA,False,,24610575,003G0000018f6SJIAY,0010A000002wOOeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset for product illustration,Medium,"KEVIN DELANEY
ASA-Lisa dinchik- Authenticate the advisor and they gave permission to assist their support staff on their behalf for password reset. After restetting the password., they were able to login successfully.

Hello Kevin,

Thank you for calling workspace support team. I am glad to assist with your inquiry today.

In our today’s call, you needed assistance with password reset for product illustration. After authentication, you gave me the permission to assist the support staff member on your behalf. I gave the temporary password to them, and they were able to create new password for product illustration. This allows them to login successfully.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T18:10:49.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T17:58:12.000+0000,005OH00000BFiyTYAT,2025-12-17T18:10:49.000+0000,005OH00000BFiyTYAT,2025-12-17T18:10:49.000+0000,(519)258-7491,,kdelaney@thebenefitscompany.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxb9HYAQ,False,,24613694,0030A0000029fQUQAY,0010A000002w3ctQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Statement Availability (R Boyle & F Gohier (#20961171)),Medium,"***DDS*** 12/17/25
Name:   Zola So
Phone: 
Agent code: D4235
Reference: KB0021359

Advisor name: RICHARD WALTER KOWALCHUK

Hello Zola,

Thank you for contacting the Workspace support group regarding Statement Availibility on Workspace. 

Not all policies will have statements, this product type unfortunately does not currently have statements available .  You will see a message on Workspace that reads “Online statements are only available for some products right now. We’re working on making more available.” 

To get the latest statement on file for the client please contact Client Services at 1-888-252-1847.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Willi, Genevieve <Genevieve.Willi@canadalife.com> 
Sent: December 16, 2025 1:00 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: PPI BC Policy Service <bcpolicyservice@ppi.ca>
Subject: RE: [EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)

Hi Team

Could you help with accessing the policy -the change was done Dec. 12 under code D4235.

Hi Zola

I have forwarded the request to our Workspace team who should be able to help with accessing the policy information






Genevieve Willi 
Sr. Business Operations Coordinator 
Contracts & Compensation Services
The Canada Life Assurance Company 
Tel. 416-552-3514  Fax 416-552-5589 
E-mail: Genevieve_Willi@canadalife.com

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: PPI BC Policy Service <bcpolicyservice@ppi.ca> 
Sent: December 16, 2025 12:36 PM
To: Willi, Genevieve <Genevieve.Willi@canadalife.com>
Cc: nana.lyle@iaprivatewealth.ca
Subject: RE: [EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)

Hi Geneieve, Thank you for this great news! The advisor is looking for the most recent statement, and I was unable to find any statement beyond July 2025. Would you happened to be able to assist with this? Thank you so much! Thank you kindly,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Geneieve,

Thank you for this great news! The advisor is looking for the most recent statement, and I was unable to find any statement beyond July 2025.

Would you happened to be able to assist with this? Thank you so much!

Thank you kindly,

Zola So
Policy Service Administrator

PPI — The advisor’s premier partner for insurance.

PPI
778-374-3540 Direct
778-374-3500 Main
505 Burrard Street
Suite 860
Vancouver, BC  V7X 1M3
www.ppi.ca

From: Willi, Genevieve <Genevieve.Willi@canadalife.com> 
Sent: December 16, 2025 6:00 AM
To: PPI BC Policy Service <bcpolicyservice@ppi.ca>
Subject: RE: [EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)

!!Attention: EXTERNAL EMAIL/COURRIEL EXTERNE!! 
HI

Our records indicate that the servicing is now under the advisor’s code D4235-RICHARD KOWALCHUK






Genevieve Willi 
Sr. Business Operations Coordinator 
Contracts & Compensation Services
The Canada Life Assurance Company 
Tel. 416-552-3514  Fax 416-552-5589 
E-mail: Genevieve_Willi@canadalife.com

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Bechtold, Laura 
Sent: December 11, 2025 4:48 PM
To: Cleary, Natasha 
Cc: PPI BC Policy Service <bcpolicyservice@ppi.ca>
Subject: RE: [EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)

Hi Natasha,

Can you assist. 

Thanks,
Laura Bechtold
Associate Manager | Insurance Operations, In-Force Policy
Directrice Adjointe Principale | Exploitation Assurance, Polices en vigueur 

  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: PPI BC Policy Service <bcpolicyservice@ppi.ca> 
Sent: December 11, 2025 3:22 PM
To: Bechtold, Laura 
Subject: FW: [EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)

Hi Laura, Hope you are doing well 😊 This seems to be a messy case. . much appreciate if you would be able to help. Or direct this to someone that would be able to assist. Thank you so much!!! From my understanding the advisor has submitted

Hi Laura,

Hope you are doing well 😊 This seems to be a messy case..much appreciate if you would be able to help. Or direct this to someone that would be able to assist. Thank you so much!!!

From my understanding the advisor has submitted a request to update the advisor’s name as he is no longer registered under his corporation RWK Financial Planners Inc. which is why the AOR on the policy needs to be updated to Rick Kowalchuk (advisor code D4235).

The request was submitted since June 26 and has not been completed. Much appreciate if the request can be expedited.

Thank you kindly,

Zola So
Policy Service Administrator

PPI — The advisor’s premier partner for insurance.

PPI
778-374-3540 Direct
778-374-3500 Main
505 Burrard Street
Suite 860
Vancouver, BC  V7X 1M3
www.ppi.ca

From: Nana Lyle-IA Private Wealth <nana.lyle@iaprivatewealth.ca> 
Sent: December 11, 2025 10:28 AM
To: Hazeu, Sarah <Sarah.Hazeu@canadalife.com>
Cc: PPI BC Policy Service <bcpolicyservice@ppi.ca>
Subject: RE: MSGattachmentFW: MSGattachment[EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)

!!Attention: EXTERNAL EMAIL/COURRIEL EXTERNE!! 
Hello Sarah,

There was no transfer. The advisor is no longer registered under his corporation RWK Financial Planners Inc. which is why the AOR on the policy needs to be updated to Rick Kowalchuk (advisor code D4235).

I have been waiting since June 26, 2025 (when I sent the email) for this to be completed and was told by our MGA that it might take 3 months, but this is ridiculous.

Please advise when the AOR has been updated on this policy.

Nana

 









www.rickkowalchuk.com
Nana Lyle, BBA
Client Services Manager for 
Rick Kowalchuk, B. Comm 
Senior Investment Advisor
iA Private Wealth
Insurance Advisor | iA Private Wealth Insurance Agency*
#103-6596 Applecross Rd.
Nanaimo, BC, V9V 0A4
T: 250-390-0372 | TF: 1-800-355-0373 | F: 250-390-4851
nana.lyle@iaprivatewealth.ca  
 
*Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: December 11, 2025 4:46 AM
To: Nana Lyle-IA Private Wealth <nana.lyle@iaprivatewealth.ca>
Subject: FW: MSGattachmentFW: MSGattachment[EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)
Importance: High

Hi Nana,

I have looked at the policy and it does not appear the change has been completed. I have tried reviewing the received requests we have had and we do not have any documentation of a transfer notification. Please note we will require a client signed letter of direction sent to contracts&compensation@canadalife.com for processing.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Nana Lyle-IA Private Wealth <nana.lyle@iaprivatewealth.ca> 
Sent: December-10-25 16:10
To: Hazeu, Sarah <Sarah.Hazeu@canadalife.com>
Subject: RE: MSGattachmentFW: MSGattachment[EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)
Importance: High

Hello Sarah, There was no attachment sent. I spoke with a Canada Life rep and was advised to send an email to update the advisor code/rep info on file with Canada Life (see attached or below the email sent). Regards, Nana www. rickkowalchuk. com

Hello Sarah,

There was no attachment sent. I spoke with a Canada Life rep and was advised to send an email to update the advisor code/rep info on file with Canada Life (see attached or below the email sent).

 

Regards,
Nana

 









www.rickkowalchuk.com
Nana Lyle, BBA
Client Services Manager for 
Rick Kowalchuk, B. Comm 
Senior Investment Advisor
iA Private Wealth
Insurance Advisor | iA Private Wealth Insurance Agency*
#103-6596 Applecross Rd.
Nanaimo, BC, V9V 0A4
T: 250-390-0372 | TF: 1-800-355-0373 | F: 250-390-4851
nana.lyle@iaprivatewealth.ca  
 
*Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

From: Hazeu, Sarah <Sarah.Hazeu@canadalife.com> 
Sent: December 9, 2025 12:28 PM
To: Nana Lyle-IA Private Wealth <nana.lyle@iaprivatewealth.ca>
Subject: FW: MSGattachmentFW: MSGattachment[EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)
Importance: High

Hello,

Please note using the reply function on an email removes all attachments including AOR requests. Please kindly provide a copy of the attachments for review.

Please note to avoid further delays in the future, all AOR requests can be emailed directly to contracts&compensation@canadalife.com. 

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: CANINDSERV <CANINDSERV@canadalife.com> 
Sent: December-02-25 15:53
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: MSGattachmentFW: MSGattachment[EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)
Importance: High



Central Services and Strategy
Services centralisés et Stratégie
Phone : 1-888-252-1847
 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Individual Customer - DJ


From: PPI BC Policy Service 
Sent: November 27, 2025 3:22 PM
To: CANINDSERV 
Cc: nana.lyle@iaprivatewealth.ca
Subject: MSGattachment[EXT] FW: Statement pls - for R Boyle & F Gohier (#20961171)
Importance: High

Hello Canada Life, Please confirm if the July 2025 is the most recent statement that can be generated. And if the AOR request is indeed completed. We are aware the AOR was not processed back in July. Just want to make sure the agent on record

Hello Canada Life,

Please confirm if the July 2025 is the most recent statement that can be generated. 

And if the AOR request is indeed completed. We are aware the AOR was not processed back in July. 

Just want to make sure the agent on record is updated. Thank you so much!

I am looking for a more recent policy statement as the advisor wants to look over the investments.

Can you please find out if Canada Life has updated the advisor info on the policy to Rick Kowalchuk from RWK Financial Planners Inc.? I have attached the email correspondence from June/July regarding this.

Thank you kindly,

Zola So
Policy Service Administrator

PPI — The advisor’s premier partner for insurance.

PPI
778-374-3540 Direct
778-374-3500 Main
505 Burrard Street
Suite 860
Vancouver, BC V7X 1M3
www.ppi.ca

From: Nana Lyle-IA Private Wealth <nana.lyle@iaprivatewealth.ca> 
Sent: November 27, 2025 10:51 AM
To: PPI BC Policy Service <bcpolicyservice@ppi.ca>
Subject: RE: Insurance Policy for R Boyle & F Gohier (#20961171)
Importance: High

!!Attention: EXTERNAL EMAIL/COURRIEL EXTERNE!! 
Hi Zola,

I am looking for a more recent policy statement as the advisor wants to look over the investments.

Can you please find out if Canada Life has updated the advisor info on the policy to Rick Kowalchuk from RWK Financial Planners Inc.? I have attached the email correspondence from June/July regarding this.

Nana

 









www.rickkowalchuk.com
Nana Lyle, BBA
Client Services Manager for 
Rick Kowalchuk, B. Comm 
Senior Investment Advisor
iA Private Wealth
Insurance Advisor | iA Private Wealth Insurance Agency*
#103-6596 Applecross Rd.
Nanaimo, BC, V9V 0A4
T: 250-390-0372 | TF: 1-800-355-0373 | F: 250-390-4851
nana.lyle@iaprivatewealth.ca 
 
*Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

From: PPI BC Policy Service <bcpolicyservice@ppi.ca> 
Sent: November 27, 2025 10:30 AM
To: Nana Lyle-IA Private Wealth <nana.lyle@iaprivatewealth.ca>
Subject: FW: Insurance Policy for R Boyle & F Gohier (#20961171)

Hi Nana,

Please see the attached statement as per requested. Thank you!

Thank you kindly,

Zola So
Policy Service Administrator

PPI — The advisor’s premier partner for insurance.

PPI
778-374-3540 Direct
778-374-3500 Main
505 Burrard Street
Suite 860
Vancouver, BC V7X 1M3
www.ppi.ca

From: 
Sent: November 27, 2025 9:30 AM
To: PPI BC Policy Service <bcpolicyservice@ppi.ca>
Subject: RE: URGENT**** Insurance Policy for Robert Boyle & Francine Gohier (#20961171)


!!Attention: EXTERNAL EMAIL/COURRIEL EXTERNE!! 
Hello, 

As requested, please find attached Duplicate Annual Statement produced July 2025. 

Thank you, 

In-Force Policy Analyst | In-Force Policy, Canada Operations
Analyste – Polices en vigueur | Policies en vigueur, Exploitation Canada

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit  canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: PPI BC Policy Service <bcpolicyservice@ppi.ca> 
Sent: November 18, 2025 4:30 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Cc: Nana Lyle-IA Private Wealth <nana.lyle@iaprivatewealth.ca>
Subject: [EXT] URGENT**** Insurance Policy for Robert Boyle & Francine Gohier (#20961171)
Importance: High

Hello Canada Life, Please kindly provide the current statement for the mentioned policy #20961171. We are unable to access the policy on CL Workspace. Much appreciate if this can be expedited. Thank you kindly, Zola So Policy Service Administrator

Hello Canada Life,

Please kindly provide the current statement for the mentioned policy #20961171. We are unable to access the policy on CL Workspace.

Much appreciate if this can be expedited. 
Thank you kindly,
Zola So
Policy Service Administrator
PPI — The advisor’s premier partner for insurance.

PPI
778-374-3540 Direct
778-374-3500 Main
505 Burrard Street
Suite 860
Vancouver, BC V7X 1M3
www.ppi.ca
From: Nana Lyle-IA Private Wealth 
Sent: November 18, 2025 12:18 PM
To: PPI BC Policy Service 
Subject: Insurance Policy for Robert Boyle & Francine Gohier (#20961171)
!!Attention: EXTERNAL EMAIL/COURRIEL EXTERNE!! 
Hello,
I am looking to see if the advisor code was changed on this policy and to get the updated policy statement. I spoke/emailed with Melinda July 23rd – 30th, 2025 regarding this insurance policy and was informed that the statement was uploaded to Blue Sun but was never assisted in being able to retrieve the docs.
Please provide a new statement for Rober Boyle & Francie Gohier’s policy# 20961171.
Thanks,
Nana
 

www.rickkowalchuk.com
Nana Lyle, BBA
Client Services Manager for 
Rick Kowalchuk, B. Comm 
Senior Investment Advisor
iA Private Wealth
Insurance Advisor | iA Private Wealth Insurance Agency*
#103-6596 Applecross Rd.
Nanaimo, BC, V9V 0A4
T: 250-390-0372 | TF: 1-800-355-0373 | F: 250-390-4851
nana.lyle@iaprivatewealth.ca",True,2025-12-17T18:52:35.000+0000,False,False,005OH00000BGeeHYAT,2025-12-17T18:45:25.000+0000,005OH00000BGeeHYAT,2025-12-17T19:06:23.000+0000,005OH00000BGeeHYAT,2025-12-17T19:06:23.000+0000,(250)390-0372,,rick.kowalchuk@iaprivatewealth.ca,(250)390-4851,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxbvgYAA,False,,24610546,0030A0000029c0SQAQ,0010A000002w0pcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:57:41.000+0000,False,False,00516000007Qeg2AAC,2025-12-17T17:57:41.000+0000,00516000007Qeg2AAC,2025-12-17T17:57:41.000+0000,00516000007Qeg2AAC,2025-12-17T17:57:41.000+0000,(416)417-4342,,jeff@wrightfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxc0VYAQ,False,,24609722,0030A0000029owLQAQ,0010A000002wBVeQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:44:16.000+0000,False,False,005OH00000BfonJYAR,2025-12-17T17:44:16.000+0000,005OH00000BfonJYAR,2025-12-17T17:44:17.000+0000,005OH00000BfonJYAR,2025-12-17T17:44:17.000+0000,(604)662-5512,(778) 834-5512,hal@wmsfinancial.ca,(604)662-3208,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxd32YAA,False,,24613120,003G0000018f6rjIAA,0010A000002wOtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"****DDS****12/17/25 

User was not clear enough on the inquiry - mentioned some accounts appearing different in Workspace for 2 of her clients
User said she will call us back once she has done some verifications on her end
 
============================================================================================= 
 
****Email Chain****

Bonjour Patricia,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant les comptes RE et RI de vos clients.

Comme mentionné pendant l’appel, n’hésitez de m’envoyer un courriel ou rappeler concernant les comptes en doublure sur Espace Affaires.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T18:44:50.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T18:36:57.000+0000,005OH0000097FtCYAU,2025-12-17T18:46:17.000+0000,005OH0000097FtCYAU,2025-12-17T18:46:17.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxdiyYAA,False,,24613853,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM download inquiry,Medium,"*****DDS****** 12/17/2025
User wanted to verify if to wait for merge request to be completed or download crm data as is with multiple duplicates. Advised user data download would just be more inflated if downloaded before the merge. per assist.

******email chain******

Hello Lucie, 

     It was a pleasure assisting you today. As discussed, the time of the CRM download doesn't make a technical difference. If you wait for us to address the merge requests before the Download, then there will be fewer duplicates in the CRM download file. If you go ahead and download now, the CRM download will just have more duplicates. There won't be any data lost or missing; it'll just be inflated CRM download. For any assistance regarding validating the data, you can use this link https://www.acp.canadalife.com/secure/more-adsl/technology/changes-to-workspace-crm.html. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T19:06:57.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T18:47:45.000+0000,005OH00000BFQFHYA5,2025-12-17T19:06:58.000+0000,005OH00000BFQFHYA5,2025-12-17T19:06:58.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxdscYAA,False,,24609885,0030A0000029XlRQAU,0010A000002vxHxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Product details unavailable - INC1941469,Medium,"*** DDS 22DEC2025 ***
INC1941469 - details visible, advised user

*** DDS 17DEC2025 ***

AOR change processed over 5 business days ago, no comp code in co-pilot, escalating to DAS

--------------------------------EMAIL CHAIN:

Good morning,

We have heard back from our Digital Hub team, and policy details are now visible in Workspace. Please let me know if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Shelly,

Thank you for contacting Workspace Support regarding the product details visibility issue for this policy in Workspace. I have escalated the issue to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Anderson, Shelly <Shelly.Anderson@canadalife.com> 
Sent: December 16, 2025 4:18 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mailbox.InsuranceInforceQuebec@cibc.com
Subject: FW: Urgent- 60234661D - LEDUC - AOR FOR SERVICING AND COMMISSIONS - C24609885/INC1941469
Importance: High

Hello,

Please assist with the email inquiry below.

Thank you.

Shelly Anderson (she/her)
Sr. Business Operations Co-ordinator  |  Sales Effectiveness & Performance
Shelly.Anderson@canadalife.com   |   416-552-5489

Vacation  time off:
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Insurance Inforce Quebec, Mailbox <Mailbox.InsuranceInforceQuebec@cibc.com> 
Sent: December 16, 2025 2:27 PM
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>; CANINDSERV <CANINDSERV@canadalife.com>
Cc: Anderson, Shelly <Shelly.Anderson@canadalife.com>
Subject: [EXT] Urgent- 60234661D - LEDUC - AOR FOR SERVICING AND COMMISSIONS
Importance: High

Hi Team, We are following up regarding the below policy access. We are still unable to access this policy details at carrier site. Please let us know if there is any issue. Regards, Gowri Babu | Insurance Inforce Coordinator | Capital Markets
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Team,

We are following up regarding the below policy access. We are still unable to access this policy details at carrier site.

Please let us know if there is any issue.

 

Regards,

Gowri Babu | Insurance Inforce Coordinator | Capital Markets & Wealth Management Operations | CIBC 
81 Bay Street CIBC Square - 27th Floor, Toronto ON M5J 0E7 | gowri.babu@cibc.com

 

Our purpose: To help make your ambition a reality
This message, including attachments, is confidential and may be privileged. If you received this in error, please notify me by reply email and delete this message.

From: Insurance Inforce Quebec, Mailbox 
Sent: Thursday, December 04, 2025 10:57 AM
To: 'Anderson, Shelly' <Shelly.Anderson@canadalife.com>
Subject: RE: 60234661D - LEDUC - AOR FOR SERVICING AND COMMISSIONS

Hi,

We are still unable to access policy on carrier site, please advise if there is an issue or delay in access.

Regards,

Gowri Babu | Insurance Inforce Coordinator | Capital Markets & Wealth Management Operations | CIBC 
81 Bay Street CIBC Square - 27th Floor, Toronto ON M5J 0E7 | gowri.babu@cibc.com

 

Our purpose: To help make your ambition a reality
This message, including attachments, is confidential and may be privileged. If you received this in error, please notify me by reply email and delete this message.

From: Anderson, Shelly <Shelly.Anderson@canadalife.com> 
Sent: Monday, December 01, 2025 3:56 PM
To: Insurance Inforce Quebec, Mailbox <Mailbox.InsuranceInforceQuebec@cibc.com>
Subject: FW: 60234661D - LEDUC - AOR FOR SERVICING AND COMMISSIONS



Hello,
 
Please be advised that the change has already been completed.
 
Thank you.
 
 
Shelly Anderson (she/her)
Sr. Business Operations Co-ordinator  |  Sales Effectiveness & Performance
Shelly.Anderson@canadalife.com   |   416-552-5489
 
Vacation  time off 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com> 
Sent: November 4, 2025 11:33 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: 60234661D - LEDUC - AOR FOR SERVICING AND COMMISSIONS
 
 
________________________________________
From: Insurance Inforce Quebec, Mailbox <Mailbox.InsuranceInforceQuebec@cibc.com>
Sent: Tuesday, November 4, 2025 4:30:37 PM (UTC+00:00) Monrovia, Reykjavik
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Cc: Insurance Inforce Quebec, Mailbox <Mailbox.InsuranceInforceQuebec@cibc.com>
Subject: [EXT] 60234661D - LEDUC - AOR FOR SERVICING AND COMMISSIONS
Good morning Please change the Servicing and Commissionable Agent on the below policy to CIBC Wood Gundy, and confirm via email when complete. Attached is the signed directives. Policy Owner Policy Number IA Name Broker Code CHARLES LEDUC 60234661D
Good morning
 
Please change the Servicing and Commissionable Agent on the below policy to CIBC Wood Gundy, and confirm via email when complete. 
 
Attached is the signed directives. 
 
 
Policy Owner	Policy Number	IA Name	Broker Code
CHARLES LEDUC	60234661D	Michael Martella	E7974
			
 
Regards,
 
 
Gayathri Nagarajan | Insurance Inforce Coordinator | Client Operations & Tax | Wealth Management Operations | CIBC
81 Bay Street CIBC Square – 27th Floor, Toronto ON M5J 0E7 | Gayathri.Nagarajan1@cibc.com
 
Our purpose: To help make your ambition a reality
This message, including attachments, is confidential and may be privileged. If you received this in error, please notify me by reply email and delete this message.",True,2025-12-22T13:12:06.000+0000,False,False,005OH000006wv2TYAQ,2025-12-17T17:46:39.000+0000,005OH000006wv2TYAQ,2025-12-22T13:12:06.000+0000,005OH000006wv2TYAQ,2025-12-22T13:12:06.000+0000,(418)659-8756,514-497-7219,michael.martella@cibc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxeLfYAI,False,,24609949,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,confirmed it is on teh shelf now.,True,2025-12-17T17:52:42.000+0000,False,False,005OH000006uYrkYAE,2025-12-17T17:47:38.000+0000,005OH000006uYrkYAE,2025-12-17T17:52:42.000+0000,005OH000006uYrkYAE,2025-12-17T17:52:42.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxf84YAA,False,,24609867,0030A0000029l2NQAQ,0010A000002w8FHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T17:46:25.000+0000,False,False,005OH00000BfonJYAR,2025-12-17T17:46:25.000+0000,005OH00000BfonJYAR,2025-12-17T17:46:25.000+0000,005OH00000BfonJYAR,2025-12-17T17:46:25.000+0000,(604)676-6395,,rwhiton@intuitfinancial.com,(888)757-0872,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxfPlYAI,False,,24609394,003G000001I312OIAR,0010A000002wS97QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,GWL Policy Access,Medium,"***DDS 2026-01-07***
User inquired whether other advisors are aligned with Haslett Finiancial.
DDS referred user to CSC as DDS is unable to provide that information.

***DDS 2026-01-06***
User stated that Katie-Jean Haslett could not see many policies.
DDS checked policies and found that many of the policies are not aligned to Katie-Jean's GWL code, thus she cannot view them in Workspace.
DDS was able to find GWL policies aligned to Katie-Jean's GWL code on her ADSL Workspace account.
DDS notified user that everything is working as intended and recommended other advisors to request a SONLY Workspace account.

***DDS 2026-01-05***
User stated that Katie-Jean Haslett could not view GWL policies from her Workspace account.
DDS advised user that she should be able to see policies associated to her GWL code and advised user to provide examples.

***DDS 2025-12-18***
User wanted to know which policies were active and inactive.
DDS referred user to BusinessReporting inbox to obtain a report for these codes or to CSC to find out which policies are active and inactive.

***DDS 2025-12-17***
User wanted access to GWL policies on their Workspace as they thought they were missing.
DDS advised user to have advisors fill out the SONLY request form and to submit TPA forms once they receive SONLY access so that user can have a MA SONY access.
 
================================================================================
****Email Chain**
Hello Saundra,

Thank you for your response regarding this policy access issue. Unfortunately, we are unable to confirm the advisors’ alignment with Haslett Financial as the Workspace Support team deals mainly with the technical issues of Workspace. Please contact the Client Service Centre at 1-888-252-1847 to inquire further about policy ownership.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 



Hello Taranjit,

Thank you for providing the policy numbers. It seems like these policies are owned by various advisors, which could lead to the policy visibility issue from Katie-Jean’s account. Additionally, we can also see that the policies owned and aligned to Katie-Jean’s GWL advisor code are indeed visible from her Advisor Solutions Workspace account. For the other owning advisors to view their GWL policies, they would require a Service Only Workspace account and can request such an account using this form: Service only Workspace access request form

Once filled out, Distribution Methodology will notify the users on whether they can obtain a new Workspace account for their GoldKey business.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   




From: Taranjit Kang <tkang@hassolutions.com> 
Sent: January 5, 2026 5:53 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: paul <paul@hassolutions.com>; Cinthia Desouza <cdesouza@hassolutions.com>; Roll, Saundra <Saundra.Roll@canadalife.com>
Subject: [EXT] RE: GWL Policy Status & Workspace Access: Cinthia Desouza - Case 24609394

Hi, The policy numbers are as follows: 41184540 41130342 41051580 41101285 N029135P 41073320 41087332 41087664 41090320 40144603 40150540 41141851 41026519 41010106 40144311 41122471 40141169 40131948 41075550 41255581 41052360 41025658 41230351
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

The policy numbers are as follows:

41184540	
41130342	
41051580	
41101285	
N029135P	
41073320	
41087332	
41087664	
41090320	
40144603	
40150540	
41141851	
41026519	
41010106	
40144311	
41122471	
40141169	
40131948	
41075550	
41255581	
41052360	
41025658	
41230351	
50057435	
40127000	
41125715	
41021053	
41203870	
41104770	
41013495	
40115777	


Sincerely, 

Taranjit

Taranjit Kang (she / her / hers)
Financial Advisor Coordinator 

Your Team: Katie Haslett, Jeannie Haslett, Paul Munnis, Kevin Van Hullebush and Alex Orasa 
___________________________
 
Haslett Financial Inc. 
8186 Hudson Street
Vancouver, BC
V6P-4M1
T:  604 261 2037
F:  604 261 2509
email: taranjit.kang@hassolutions.com



Hello Taranjit,

Thank you for contacting the Workspace Support team regarding this policy visibility issue. We see that, since Katie has an ADSL Workspace account, her GWL code should already be connected to that Workspace account. This means that the policies associated to Katie’s GWL advisor code should be available for her to view on her Workspace account. 

If you are unable to view GWL policies from Katie’s Advisor Solutions account, please provide us with the affected policy numbers and we would love to investigate this visibility issue further. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Roll, Saundra <Saundra.Roll@canadalife.com> 
Sent: January 5, 2026 2:44 PM
To: Taranjit Kang <tkang@hassolutions.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: paul <paul@hassolutions.com>; Cinthia Desouza <cdesouza@hassolutions.com>
Subject: RE: GWL Policy Status & Workspace Access: Cinthia Desouza - Case 24609394

Yes, I think Katie will need to set up a new login, in the same way that we needed to for Jeannie.  I believe these policies were sold through what we refer to as a GoldKey brokerage contract and that is why.

Workspace Support are you able to help please?  Thanks!

Saundra Roll (she/her)
Regional Vice-President, Advanced Advisor Practices
Advisory Network
Phone: 519-435-7410
Cell: 519-860-7595
Email:  saundra.roll@canadalife.com

Canada Life’s large-case support team offers exceptional expertise and guidance. Learn why placing your high-net-worth business with us has never been easier. 

L’équipe responsable du soutien à l’égard des affaires de grande taille de la Canada Vie offre une expertise et des conseils exceptionnels. Découvrez pourquoi il est plus facile que jamais de nous confier vos affaires liées à des clients à valeur nette élevée
 

From: Taranjit Kang <tkang@hassolutions.com> 
Sent: January 5, 2026 1:31 PM
To: Roll, Saundra <Saundra.Roll@canadalife.com>
Cc: paul <paul@hassolutions.com>; Cinthia Desouza <cdesouza@hassolutions.com>
Subject: [EXT] RE: GWL Policy Status & Workspace Access: Cinthia Desouza - Case 24609394

Happy New Year Saundra 😊. Even though she’s associated as advisor solutions – she will still need to make another login for these policies? If so, we will need help to set it up. Sincerely, Taranjit Taranjit Kang (she / her / hers) Financial
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    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Happy New Year Saundra 😊.

Even though she’s associated as advisor solutions – she will still need to make another login for these policies?

If so, we will need help to set it up.

Sincerely, 

Taranjit

Taranjit Kang (she / her / hers)
Financial Advisor Coordinator 

Your Team: Katie Haslett, Jeannie Haslett, Paul Munnis, Kevin Van Hullebush and Alex Orasa 
___________________________
 
Haslett Financial Inc. 
8186 Hudson Street
Vancouver, BC
V6P-4M1
T:  604 261 2037
F:  604 261 2509
email: taranjit.kang@hassolutions.com

From: Roll, Saundra <Saundra.Roll@canadalife.com> 
Sent: Monday, January 5, 2026 10:17 AM
To: Taranjit Kang <tkang@hassolutions.com>
Cc: Paul Munnis <paul@hassolutions.com>; Cinthia Desouza <cdesouza@hassolutions.com>
Subject: RE: GWL Policy Status & Workspace Access: Cinthia Desouza - Case 24609394

Happy New Year!  Sorry back at work and catching up on email.  Yes, if she didn’t have a login she will need to set up one for this set of policies.  

Saundra Roll (she/her)
Regional Vice-President, Advanced Advisor Practices
Advisory Network
Phone: 519-435-7410
Cell: 519-860-7595
Email:  saundra.roll@canadalife.com

Canada Life’s large-case support team offers exceptional expertise and guidance. Learn why placing your high-net-worth business with us has never been easier. 

L’équipe responsable du soutien à l’égard des affaires de grande taille de la Canada Vie offre une expertise et des conseils exceptionnels. Découvrez pourquoi il est plus facile que jamais de nous confier vos affaires liées à des clients à valeur nette élevée
 

From: Taranjit Kang <tkang@hassolutions.com> 
Sent: December 23, 2025 6:31 PM
To: Roll, Saundra <Saundra.Roll@canadalife.com>
Cc: paul <paul@hassolutions.com>; Cinthia Desouza <cdesouza@hassolutions.com>
Subject: [EXT] RE: GWL Policy Status & Workspace Access: Cinthia Desouza - Case 24609394

Hello Saundra, Thank you for looking into this. Does this mean Katie needs to set up another log in for these policies? Sincerely, Taranjit Taranjit Kang (she / her / hers) Financial Advisor Coordinator Office Holiday Closure Dates: December

Hello Saundra,

Thank you for looking into this.  

Does this mean Katie needs to set up another log in for these policies?

Sincerely, 

Taranjit

Taranjit Kang (she / her / hers)
Financial Advisor Coordinator 

Office Holiday Closure Dates: December 24th – 26th & January 1st
 

Your Team: Katie Haslett, Jeannie Haslett, Paul Munnis, Kevin Van Hullebush and Alex Orasa 
___________________________
 
Haslett Financial Inc. 
8186 Hudson Street
Vancouver, BC
V6P-4M1
T:  604 261 2037
F:  604 261 2509
email: taranjit.kang@hassolutions.com

From: Roll, Saundra <Saundra.Roll@canadalife.com> 
Sent: Tuesday, December 23, 2025 2:22 PM
To: Taranjit Kang <tkang@hassolutions.com>
Cc: Paul Munnis <paul@hassolutions.com>; Cinthia Desouza <cdesouza@hassolutions.com>
Subject: RE: GWL Policy Status & Workspace Access: Cinthia Desouza - Case 24609394

Taranjit, I was just thinking, I believe Workspace Support said that Katie wasn’t set up yet for direct channel access to Workspace.  That could be the problem with most of these policies.  I’ll keep this email, but once that’s set up can you see if you can see these policies on Workspace.  Any that you can’t I can have someone look into.  

Saundra Roll (she/her)
Regional Vice-President, Advanced Advisor Practices
Advisory Network
Phone: 519-435-7410
Cell: 519-860-7595
Email:  saundra.roll@canadalife.com

Canada Life’s large-case support team offers exceptional expertise and guidance. Learn why placing your high-net-worth business with us has never been easier. 

L’équipe responsable du soutien à l’égard des affaires de grande taille de la Canada Vie offre une expertise et des conseils exceptionnels. Découvrez pourquoi il est plus facile que jamais de nous confier vos affaires liées à des clients à valeur nette élevée
 

From: Taranjit Kang <tkang@hassolutions.com> 
Sent: December 18, 2025 2:20 PM
To: Roll, Saundra <Saundra.Roll@canadalife.com>
Cc: paul <paul@hassolutions.com>; Cinthia Desouza <cdesouza@hassolutions.com>
Subject: [EXT] FW: GWL Policy Status & Workspace Access: Cinthia Desouza - Case 24609394

Hi Saundra, Same issue with these policies in the email chain below. Katie is unable to bring these policies up on workspace under her login. Also some of these clients are 65 – are the policies still inforce? Thank you for all your help. Sincerely,

Hi Saundra,

Same issue with these policies in the email chain below.  Katie is unable to bring these policies up on workspace under her login.  Also some of these clients are 65 – are the policies still inforce?

Thank you for all your help. 

Sincerely, 

Taranjit

Taranjit Kang (she / her / hers)
Financial Advisor Coordinator 

Office Holiday Closure Dates: December 24th – 26th & January 1st
 

Your Team: Katie Haslett, Jeannie Haslett, Paul Munnis, Kevin Van Hullebush and Alex Orasa 
___________________________
 
Haslett Financial Inc. 
8186 Hudson Street
Vancouver, BC
V6P-4M1
T:  604 261 2037
F:  604 261 2509
email: taranjit.kang@hassolutions.com



Hello Cinthia,

Thank you for your response and request regarding these GWL policies. We are unable to provide you with the status of policies as we deal mainly with the technical support aspect of Workspace. To confirm whether these policies are active, please contact BusinessReporting@canadalife.com and include the associated advisor codes for these policies so they can provide you with a active client listing report for these GWL codes or contact Client Service Centre at 1-888-252-1847.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Cinthia Desouza <cdesouza@hassolutions.com> 
Sent: December 18, 2025 11:28 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Taranjit Kang <tkang@hassolutions.com>; paul <paul@hassolutions.com>; Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>
Subject: [EXT] RE: GWL Policy Status & Workspace Access: Cinthia Desouza - Case 24609394

Hello, There are some clients that are over 65 years old. . Could you confirm which policies are still active and which ones aren’t? 41184540 Ajar, Andrea March 09, 1981 44 41130342 Balasescu, Monica May 14, 1970 55 41051580 Bard, Denise March
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Hello,

There are some clients that are over 65 years old.. Could you confirm which policies are still active and which ones aren’t?

41184540	Ajar, Andrea		March 09, 1981	44
41130342	Balasescu, Monica		May 14, 1970	55
41051580	Bard, Denise		March 01, 1953	72
41101285	Beaupre, Theresa		January 04, 1957	68
N029135P	Boden, Neve		AUG 21 2013	12
41073320	Carton, Heidi		May 12, 1972	53
41087332	Cohen, Jordan		May 12, 1971	54
41087664	Dhillon, Davy		January 29, 1970	55
41090320	Finn, Stephanie		August 20, 1969	56
40144603	Fitch, Maridee		June 22, 1960	65
40150540	Franssen, Pamela		April 12, 1961	64
41141851	Gallins, Graeme		April 20, 1975	50
41026519	Henault, Erica		July 19, 1956	69
41010106	Jackson, Ingrid		November 02, 1968	57
40144311	Jacobs, Navah		September 21, 1957	68
41122471	James, Matthew		September 29, 1975	50
40141169	Jamshidian, Maryam		August 23, 1959	66
40131948	Keselyak, Nancy		February 21, 1955	70
41075550	Kim, Julia		June 19, 1967	58
41255581	Lee, Denis		June 14, 1978	47
41052360	McComb, Hazel		May 19, 1959	66
41025658	McRae, Kathy		March 29, 1956	69
41230351	Mohammed, Myles		November 30, 1985	40
50057435	Moore, Jodi		September 13 1973	52
40127000	Plain, Lorna		February 23, 1958	67
41125715	Sendher, Rosie		March 26, 1975	50
41021053	Somer, Donna		July 12, 1961	64
41203870	Van Heest, Rardi		27-Jul-68	57
41104770	Tejani, Abbas		February 11 1960	65
41013495	Wentrot, Kim		March 15, 1966	59
40115777	Wu, Cheryl		March 13, 1960	65


Sincerely, 

Cinthia Desouza (She/her/hers)
Executive Assistant
Office Holiday Closure Dates: December 24th – 26th & January 1st
 

Your Team: Katie Haslett, Jeannie Haslett, Paul Munnis, Kevin Van Hullebush and Alex Orasa
_________________________________
 
Haslett Financial Inc. 
8186 Hudson Street
Vancouver, BC
V6P-4M1
T:  604 261 2037
F:  604 261 2509 
email: cdesouza@hassolutions.com

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Thursday, December 18, 2025 6:14 AM
To: Cinthia Desouza <cdesouza@hassolutions.com>
Cc: Taranjit Kang <tkang@hassolutions.com>; Paul Munnis <paul@hassolutions.com>; Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com>
Subject: RE: GWL Policy Status & Workspace Access: Cinthia Desouza - Case 24609394

Hello Cinthia,

We were recently notified of your GWL policy access issue in Workspace. We’ve identified that the policies that you are inquiring about are former Gold Key policies that will not be accessible in your existing Workspace access for MGA business. Please have the advisors complete the following form and Distribution Methodology will advise if they can obtain a Workspace account for their GWL business: Service only Workspace access request form

Once the advisors have been notified by Distribution Methodology that they can obtain a new Workspace account, please have each advisor fill out the attached Third-Party Access form to submit to Distribution Methodology or have the lead advisor/principal submit the TPA form with the given codes and they would be able to grant you a new Workspace account as well for these GWL policies. 

In the meantime, if you need to service these policies, feel free to contact the Client Service Centre at 1-888-252-1847 and they would be able to assist you with policy and client details. 

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Soulodre, Stephanie <Stephanie.Soulodre@canadalife.com> 
Sent: December 16, 2025 6:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Taranjit Kang <tkang@hassolutions.com>; paul <paul@hassolutions.com>; Cinthia Desouza <cdesouza@hassolutions.com>
Subject: GWL Policy Status & Workspace Access: Cinthia Desouza 

Hello @Workspace Support,

We’ve identified an access issue in Workspace for Cinthia Desouza (Executive Assistant to Katie Haslett, Jeannie Haslett, Paul Munnis, Kevin Van Hullebush, and Alex Orasa). Cinthia is unable to view or service the following policies online, even though they are confirmed to be inforce:

(Full listing below)
41184540				
41130342				
41051580				
41101285				
N029135P				
41073320				
41087332				
41087664				
41090320				
40144603				
40150540				
41141851				
41026519				
41010106				
40144311				
41122471				
40141169				
40131948				
41075550				
41255581				
41052360				
41025658				
41230351				
50057435				
40127000				
41125715				
41021053				
41203870				
41104770				
41013495				
40115777				


Could you please work directly with Cinthia to ensure her access permissions are updated so she can service this block? This is critical for day-to-day operations and client service.

Let me know if you need any additional details.

Thank you for your support!

Stephanie Soulodre (she/her)
Regional Sales Rep, Inside Sales, Insurance
Canada Life
604-331-2491

Please note: As part of a recent phone system upgrade, all my calls are now recorded moving forward.

Four Bentall Centre
1055 Dunsmuir Street, Suite 1500
Vancouver, BC V7X 1K8

Canada Life Elevate is our large case services program. It gives you exclusive access to national teams with the expertise in financial and medical underwriting, reinsurance, actuary services, accounting, tax and estate planning and in-force policy change options. Ask me how Canada Life Elevate will help you win your next large case.

 

For all in-force inquiries for Canada Life, Great-West Life, and London Life, please call Client Service at 1-888-252-1847 or try the Advisor Workspace Login on Canada Life's website.

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Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Cinthia Desouza 
Sent: December 16, 2025 12:10 PM
To: Soulodre, Stephanie 
Cc: Taranjit Kang ; paul 
Subject: [EXT] GWL Policies

Hello Stephanie, I trust you are well. We have the following policies that we are not able to do inforces on. . Could you help us in checking the status of the policies? Much appreciated. 41184540 Ajar, Andrea March 09, 1981 44 41130342 Balasescu,

Hello Stephanie,

I trust you are well.

We have the following policies that we are not able to do inforces on..

Could you help us in checking the status of the policies? Much appreciated.




Sincerely, 

Cinthia Desouza (She/her/hers)
Executive Assistant
Office Holiday Closure Dates: December 24th – 26th & January 1st
 

Your Team: Katie Haslett, Jeannie Haslett, Paul Munnis, Kevin Van Hullebush and Alex Orasa
_________________________________
 
Haslett Financial Inc. 
8186 Hudson Street
Vancouver, BC
V6P-4M1
T: 604 261 2037
F: 604 261 2509 
email: cdesouza@hassolutions.com

We believe, but do not warrant, that this e-mail, including any attachments, is virus free. You should take full responsibility for virus checking. Haslett Financial Inc. This message, including any attachments, is confidential and may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please telephone or email the sender and please delete this message and any attachments from your system. If you are not the intended recipient you should not copy this message or its attachments or disclose their contents to any other person. We believe, but do not warrant, that this e-mail, including any attachments, is virus free. You should take full responsibility for virus checking. Haslett Financial Inc. 
We believe, but do not warrant, that this e-mail, including any attachments, is virus free. You should take full responsibility for virus checking. Haslett Financial Inc. This message, including any attachments, is confidential and may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please telephone or email the sender and please delete this message and any attachments from your system. If you are not the intended recipient you should not copy this message or its attachments or disclose their contents to any other person. We believe, but do not warrant, that this e-mail, including any attachments, is virus free. You should take full responsibility for virus checking. Haslett Financial Inc. 
We believe, but do not warrant, that this e-mail, including any attachments, is virus free. You should take full responsibility for virus checking. Haslett Financial Inc. This message, including any attachments, is confidential and may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please telephone or email the sender and please delete this message and any attachments from your system. If you are not the intended recipient you should not copy this message or its attachments or disclose their contents to any other person. We believe, but do not warrant, that this e-mail, including any attachments, is virus free. You should take full responsibility for virus checking. Haslett Financial Inc.",True,2025-12-17T17:39:14.000+0000,False,False,005OH00000AX0rVYAT,2025-12-17T17:39:14.000+0000,005OH00000AX0rVYAT,2026-01-07T20:33:34.000+0000,005OH00000AX0rVYAT,2026-01-07T20:33:34.000+0000,(604) 261-2037,,jeannie@hassolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxg4EYAQ,False,,24617626,0035o000004WdYKAA0,0015o0000055bhZAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"******DDS******* 12/17/2025
Caller: Matthew Dunlop
Advisor code: D8740

User was having issue accessing workspace. After review DDS confirmed user is not active and referred user to DM .


*****email chain*****


Hello Matthew, 

    It was a pleasure assisting you today. To get started with the registration for workspace, you will need to reach out to distribution_methodology@canadalife.com to get your registration letter. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Matthew, 

    It was a pleasure assisting you today. To get started with the registration for workspace, you will need to reach out to distribution_methodology@canadalife.com to get your registration letter. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T19:55:04.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T19:45:39.000+0000,005OH00000BFQFHYA5,2025-12-17T19:55:04.000+0000,005OH00000BFQFHYA5,2025-12-17T19:55:04.000+0000,(905)852-2831,,matthew.dunlop@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxgP4YAI,False,,24614363,003G0000018f6UAIAY,0010A000002wOQsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MA - disconnect MFA,Medium,"*** DDS 17DEC2025 ***

MA - got new phone, authenticated based on ADSL ASA Dec questions, disconnected MFA, had user login, connected Microsoft authenticator, resolved

---------------------------------------------EMAIL:
Hello Nicole,

Thank you for contacting Workspace Support today regarding connecting the authenticator on your new phone to your Workspace account. It was a pleasure speaking with you! To recap, you were prompted to update your password, we had you log out and back in, connect the Microsoft authenticator and you were able to login successfully. Don’t hesitate to reach out if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T19:12:56.000+0000,False,False,005OH000006wv2TYAQ,2025-12-17T18:55:35.000+0000,005OH000006wv2TYAQ,2025-12-17T19:13:22.000+0000,005OH000006wv2TYAQ,2025-12-17T19:13:22.000+0000,(506)863-6400,,dave.macfadyen@omg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxgfFYAQ,False,,24611274,0030A0000029Uo2QAE,0010A000002vuraQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Could not access WS Account,Medium,"•	Reason for call: Could not access WS account, locked, and needs password reset
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: unlock via SF and reset password
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification

========================
Bonjour Pascal, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T18:19:07.000+0000,False,False,005OH00000BFQFGYA5,2025-12-17T18:08:46.000+0000,005OH00000BFQFGYA5,2025-12-17T18:19:08.000+0000,005OH00000BFQFGYA5,2025-12-17T18:19:08.000+0000,(418)871-6663,,p.guerin@synergiepatrimoine.com,(418)871-9419,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxhugYAA,False,,24610964,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm hang up,Medium,hang up,True,2025-12-17T18:05:08.000+0000,False,False,005OH000006uYrkYAE,2025-12-17T18:04:21.000+0000,005OH000006uYrkYAE,2025-12-17T18:05:08.000+0000,005OH000006uYrkYAE,2025-12-17T18:05:08.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxk9MYAQ,False,,24611181,0030A0000029jbjQAA,0010A000002w76RQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/17*
----------------
22289
XIAOMEI WU
when i log into Workspace, i need authenticator, i got a new phone and would like to set up the authenticator app on that 
disconnected the old device. walked the user through the SF authenticator set up successfully. 

*email*
----------------
Good afternoon Xiaomei, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to set up your authenticator on your new device. We disconnected the old app and then walked you through the registration process; you were able to log in using your new app successfully. If you have questions or concerns, please call back.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T00:31:36.000+0000,False,False,005OH000008919xYAA,2025-12-17T18:07:29.000+0000,005OH000008919xYAA,2025-12-18T00:31:36.000+0000,005OH000008919xYAA,2025-12-18T00:31:36.000+0000,(416)938-6388,(416) 938-6388,wuxiaomei301@hotmail.com,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxmayYAA,False,,24612283,0030A0000029pW3QAI,0010A000002wBx8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Email Change Request,Medium,"****DDS****12/17/25 

KB0021888
User requested an email change - advised user to contact us as per the new process for authentication put in place for email address changes
 
============================================================================================= 
 
****Email Chain****

Good day Gail,

Thank you for contacting Workspace Support regarding the email change request.

If this is regarding the email you use to sign into Workspace, we will be glad to assist you.

To help you with this, we need to connect with you directly over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: ghfin@shaw.ca <ghfin@shaw.ca> 
Sent: December 17, 2025 9:37 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Sign In

I have had my email compromised and will be deleting it. Can I change my sign in to: Hoodgail532@ gmail. com Thank you, Gail Hood E8368                                                                                                          
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I have had my email compromised and will be deleting it.  Can I change my sign in to:

Hoodgail532@gmail.com 

Thank you,

Gail Hood
E8368",True,2025-12-17T18:28:52.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T18:24:12.000+0000,005OH0000097FtCYAU,2025-12-17T21:10:58.000+0000,005OH0000097FtCYAU,2025-12-17T21:10:58.000+0000,(403)618-5144,,hoodgail532@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxnGxYAI,False,,24617073,0030A0000029XuBQAU,0010A000002vxQ3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login issue error code ERR-W1283,Medium,"RAVI MAHADEO
44493
Advisor was getting above error code. Their account was locked. after authentication, account unlocked. Then they were havinmg issues with accessing workspace website. They shared screen with me, cleared cace and cookies and they were able to login successfully.

Hello Ravi,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with logging in to workspace account and you were getting error code- ERR-W1283. Your account was locked due to multiple unsuccessful login attempts. After authentication, I unlocked your account. Then you were having issues with accessing website. You shared your screen with me, and I cleared cache and cookies. This allows you login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T19:50:55.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T19:36:38.000+0000,005OH00000BFiyTYAT,2025-12-17T19:50:55.000+0000,005OH00000BFiyTYAT,2025-12-17T19:50:55.000+0000,(416)283-1160,,regentfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxohZYAQ,False,,24611341,0030A0000029dThQAI,0010A000002w20RQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T18:09:46.000+0000,False,False,005G0000002gxxjIAA,2025-12-17T18:09:46.000+0000,005G0000002gxxjIAA,2025-12-17T18:09:46.000+0000,005G0000002gxxjIAA,2025-12-17T18:09:46.000+0000,(514)944-6354,,brouillet_s@yahoo.com,(855)675-8535,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxorFYAQ,False,,24611351,0030A0000029XtPQAU,0010A000002vxPMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T18:09:54.000+0000,False,False,005OH000007fgYjYAI,2025-12-17T18:09:54.000+0000,005OH000007fgYjYAI,2025-12-17T18:09:54.000+0000,005OH000007fgYjYAI,2025-12-17T18:09:54.000+0000,,(514) 824-8837,tonycesta56@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxorIYAQ,False,,24613008,003OH00000OeUxkYAF,001OH00000TybVlYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Could not access WS Account,Medium,"•	Reason for call: WS account locked
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: unlocked in SF, reset password link
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
=================
Bonjour Marc-Antoine, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T18:42:09.000+0000,False,False,005OH00000BFQFGYA5,2025-12-17T18:35:13.000+0000,005OH00000BFQFGYA5,2025-12-17T18:43:04.000+0000,005OH00000BFQFGYA5,2025-12-17T18:43:04.000+0000,(418)928-7023,,marcantoine.dionne@masf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxouTYAQ,False,,24611368,0030A0000029psTQAQ,0010A000002wCEdQAM,,,,,,,012OH000000ijW5YAI,Open,,Email,,Request to change password,Medium,"****DDS****12/17/25 

User inquiring on the procedure to change a password - As per the new process for authentication, user was advised to call us directly at their convenience. 
============================================================================================= 
 
****Email Chain****

Bonjour Simon,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le changement de mot de passe.

 Pour vous aider, nous devons communiquer avec vous directement par téléphone. Si cette requête concerne le compte de David Mercier, nous devons communiquer avec lui directement. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace Affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Living Benefits Client Service <LivingBenefitsClientService@canadalife.com> 
Sent: December 17, 2025 6:44 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] changement de mot de passe

Hello, 

Please handle. 

Thank you, 


Insurance Client Service Operations & Customer Service, Individual Wealth and Insurance Solutions
Service à la clientèle Assurance Exploitation & Service à la clientèle, Assurance vie, Gestion du patrimoine individuel et Solution d’assurance 
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
(AG)

From: Planification SFDM <planification@servicesfinanciersdm.ca> 
Sent: December 12, 2025 7:46 AM
To: Living Benefits (CL) <living_benefits@canadalife.com>
Subject: [EXT] changement de mot de passe

Bonjour, J'aimerais avoir la procédure pour modifier un mot de passe. Merci et bonne journée  -- Simon Lagacé-Boisvert Adjoint administrative de David Mercier Baccalauréat en finances corporatives et attestation universitaire en fiscalité 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

J'aimerais avoir la procédure pour modifier un mot de passe.

Merci et bonne journée 

-- 
Simon Lagacé-Boisvert
Adjoint administrative de David Mercier
Baccalauréat en finances corporatives et attestation universitaire en fiscalité 
Conseiller en sécurité financière 
Représentant en épargne collective auprès de Mérici
numéro permis: 198774
Bureau: 418-627-4446 poste 8103 
Télécopieur: 418 425-2850
784, rte Président-Kennedy, suite 200 Lévis (Québec) G6C 1E2",False,,False,False,005OH0000097FtCYAU,2025-12-17T18:10:11.000+0000,005OH0000097FtCYAU,2025-12-17T18:17:49.000+0000,005OH0000097FtCYAU,2025-12-17T18:17:49.000+0000,(418)883-6975,,david.mercier@servicesfinanciersdm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxqpvYAA,False,,24614816,0030A0000029cINQAY,0010A000002w15XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,AQS issue,Medium,"AQS issue

Hi Veronica,

I hope you are doing well. 

Did you try the steps below to see if this would solve your issue?


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 @CL Workspace Support

Are you able to assist?

Thank you.

RE: Annuity on-line software / IT support please
 
My MGA access - My USER ID: vli@idcwin.ca
 
 
Veronica Li, CFP, FLMI

Hi Veronica.

Please advise if this is your advisor or delegate profile login to Workspace.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist




User is getting ""Another session with a different logon id is currently assigned to this session id. You have to close your browser in order to access or logon. 

Hi Veronica, 

Thank you for contacting Workspace Support.  

Clearing your cache and cookies may help resolve this issue. If you are using Google Chrome, use the steps below to clear your cache and cookies and try to login again to see if this issue is resolved. 

1. Open Chrome Settings

•	Click the three dots (⋮) in the top-right corner of Chrome.
•	Select Settings from the dropdown menu.

2. Go to Privacy and Security

•	In the left-hand menu, click Privacy and security.
•	Then select Clear browsing data.

3. Choose What to Clear

•	A pop-up window will appear.
•	Under the Basic tab: 
o	Tick: 
	Cookies and other site data
	Cached images and files
o	Make sure to UNCHECK: 
	Browsing history (unless you specifically want to clear it).


If you are using a different web browser, let us know and we will provide the same steps for your web browser. 

If this issue is not resolved, please also inform us and we will escalate your issue to our second level support team. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Veronica Li <VLi@IDCWIN.CA> 
Sent: Monday, December 15, 2025 6:40 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Annuity on-line software / IT support please

To Canada Life: My on-line annuity software through Workspace giving me the following error and I am unable to run it at my end. Why, who at Canada Life could assist me to fix that? I am not login with different login ID as far as I know . My
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
To Canada Life: My on-line annuity software through Workspace giving me the following error and I am unable to run it at my end.  Why, who at Canada Life could assist me to fix that? I am not login with different login ID as far as I know .
 
My USER ID: vli@idcwin.ca
 
 
 
Veronica Li, CFP, FLMI
Sales Support Specialist
  
1810-1075 West Georgia Street,
Vancouver, BC V6E 3C9
T 604-689-8289 x 7256  F 604-689-280
TF 1-888-338-9888
 
Have troubles logging into the IDC WIN sites or have other questions? Try engaging in a Live Chat for assistance. Go to IDC WIN BIG and click on the Chat icon located on the lower right hand corner. It is available during regular business hours.
 
 
 

Disclaimer
The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived.",True,2025-12-17T19:03:03.000+0000,False,False,0055o000001zVCKAA2,2025-12-17T19:03:03.000+0000,0055o000001zVCKAA2,2025-12-19T18:03:58.000+0000,0055o000001zVCKAA2,2025-12-19T18:03:58.000+0000,(604)689-8289,,vli@idcwin.ca,(604)689-8081,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxqt4YAA,False,,24611991,0030A0000029kIGQAY,0010A000002w7eIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration,Medium,"******DDS***** 12/17/2025
Caller: HANIF KUTCHHI
Advisor code: H7165

Ref: KB0021888

User needed assistance with workspace registration. DDS authenticated user and assisted them complete registration. 


*******email chain*******

Hello Hanif, 

     It was a pleasure assisting you today. We were able to reset your repnet password and complete registration for workspace. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T18:41:26.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T18:20:07.000+0000,005OH00000BFQFHYA5,2025-12-17T18:47:32.000+0000,005OH00000BFQFHYA5,2025-12-17T18:47:32.000+0000,(647)294-1423,,hanif4u2@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxrahYAA,False,,24613708,003OH00000NOmKsYAL,001OH00000SOt3MYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T18:45:36.000+0000,False,False,005G0000002gxxjIAA,2025-12-17T18:45:36.000+0000,005G0000002gxxjIAA,2025-12-17T18:45:37.000+0000,005G0000002gxxjIAA,2025-12-17T18:45:37.000+0000,(514)258-7445,,philippe.vasoyan@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxsLXYAY,False,,24617443,003OH00000JsaMwYAJ,001OH00000OJHylYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: SATVINDER GHOTRA 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H3444
ADVISOR NAME: 
PHONE: 
EMAIL: satvinder.insurance@gmail.com 
 
ISSUE: 
User is having trouble with their authenticator app to log in 
 
AUTHENTICATION (If Required):
KB0020738 
Authenticated user as an MGA advisor
User was not able to confirm last log in so I asked for address and email on file
 
FINDINGS:
User cannot access the account because they do not know what authenticator they set up when they first created their account.
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and disconnected previous authenticator
Walked user through setting up the authenticator again on their app 
User was successfully able to set up authenticator and confirmed they were logged in.
 
EMAIL:
 
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello Satvinder,
Thank you for contacting Workspace Support for help with accessing your account.
On the call today, I was able to disconnect your old authenticator and walk you through the process up setting up the new one. We were successfully able to give you access to your account after setting up the authenticator. In the future, please note that you will need the code from your google authenticator app to log into your account every time you sign in
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-17T19:53:47.000+0000,False,False,005OH00000BGf2TYAT,2025-12-17T19:42:35.000+0000,005OH00000BGf2TYAT,2025-12-17T19:53:47.000+0000,005OH00000BGf2TYAT,2025-12-17T19:53:47.000+0000,(403)437-4445,,satvinder.insurance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxstJYAQ,False,,24616025,003OH00000WX9eoYAD,001OH00000dvSzEYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T19:21:01.000+0000,False,False,0055o000001h4cFAAQ,2025-12-17T19:21:01.000+0000,0055o000001h4cFAAQ,2025-12-17T19:21:02.000+0000,0055o000001h4cFAAQ,2025-12-17T19:21:02.000+0000,(204)778-1675,,dhykawy@assante.com,(204)778-1676,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxtFtYAI,False,,24613961,003G0000018f6fNIAQ,0010A000002wOdPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM decom questions,Medium,"*12/17*
----------------
Jason Fulton 
CRM decom questions, 
did i do it right
could not locate the files on their HDD from their downloads. 
advised what the CRM information is loosely 
user was ok with not having that information as they did not use it 

*email*
----------------
Good afternoon Jason, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to know what the CRM download was about. We were unable to find where you downloaded the files to your hard drive. During our discussion we advised roughly what the CRM data was composed of, if it was not a feature you used in the past there will be very minimal information if any. You decided that was a good enough answer for you and left it at that. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T01:09:59.000+0000,False,False,005OH000008919xYAA,2025-12-17T18:49:20.000+0000,005OH000008919xYAA,2025-12-18T01:10:19.000+0000,005OH000008919xYAA,2025-12-18T01:10:19.000+0000,(519)852-2068,(519) 852-2068,jason@fultonjayfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxtJ4YAI,False,,24612921,0030A0000029VuIQAU,0010A000002vvlZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Repnet account lock out while doing app,Medium,"*12/17*
----------------

I cannot access my account, was in the middle of doing the app and it says my account is locked out. 
Repnet account is locked 
02309
duan 
reset pw in ISAM and emailed 
walked through pw reset on repnet, reloaded simple protect from overview page, works now 

*email*
----------------

Good afternoon Ya Jun, 

Thank you for contacting the Workspace Support Team with your inquiry

You were in the middle of a Simple Protect application when your account was locked out for Repnet. We were able to reset your Repnet password and email it to you, then you reset the password successfully, we entered the Simple Protect application from Workspace after this was complete successfully. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T00:59:24.000+0000,False,False,005OH000008919xYAA,2025-12-17T18:34:04.000+0000,005OH000008919xYAA,2025-12-18T00:59:24.000+0000,005OH000008919xYAA,2025-12-18T00:59:24.000+0000,(905)307-8999,,rddyjun@yahoo.ca,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxtVxYAI,False,,24612272,0030A0000029q10QAA,0010A000002wCLiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Workspace sign on.
********
Hi Joanne , thank you for contacting the workspace support today.

To recap our call, I assisted you with signing onto your workspace account and you also shared feedback on the process. I did advise here at workspace support we do take and listen to advisor feedback within call recordings.

If you are having any issues, please let me know in your response.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T19:01:08.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T18:24:01.000+0000,005OH00000BFQFCYA5,2025-12-17T19:55:44.000+0000,005OH00000BFQFCYA5,2025-12-17T19:55:44.000+0000,(780)718-7117,,info@joannedavid.com,(780)669-7067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxuiBYAQ,False,,24615492,003OH00000YvXbgYAF,001OH00000iX8YlYAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Escalations - Workspace Access Request,Medium,"***DDS SL Dec 17 2025***

Caller requested support for Workspace access
raised to escalations
Assisted user with registration after advisor passed authentication

===Email Chain===

 Good afternoon Nina and David, 

Thank you for taking the time to speak with the Workspace Support team. It was a pleasure to speak with you today regarding the roadblocks you have been experiencing with your Workspace regsitartion.  

We are very glad to have been able to assist you with completing your Workspace profile registration. 
Nina, as mentioned during our call, please see the attached form. 
Please have David complete this form and submit it to the Distribution Methodology team at Distribution_Methodology@canadalife.com.

They will be able to begin the process of having your own Workspace profile created once this has been received by them. 

If you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a wonderful day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T19:57:23.000+0000,False,False,005OH000001yNnaYAE,2025-12-17T19:13:36.000+0000,005OH000001yNnaYAE,2025-12-17T19:57:24.000+0000,005OH000001yNnaYAE,2025-12-17T19:57:24.000+0000,(403)250-2978,403-891-1510,dave.aurora@intelligentfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxv3FYAQ,False,,24614781,003G0000018f7wCIAQ,0010A000002wQ2NQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustrations excel not opening - desktop version,Medium,"Caller Name: Shirley Jacuzzi
Advisor or support staff: Advisor 
Advisor Code: LL36576. F3667
Advisor Name: Shirley Jacuzzi	
Phone: 
Email: sjacuzzi@breadthconsulting.com		
Siebel verification: n/a
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: n/a
Issue: New computer but the Canada Life Illustrations tool is on the desktop/icon not opening.

FINDINGS: Did a logmein session. its the RRIF LIF LRIF
called assist desk, spoke to Jennifer as I wasn't sure what this was I was looking at
KB0023589 RRIF LIF LRIF

RESOLUTION: followed KB0023589 RRIF LIF LRIF. sent her the link to use as per KB and also advised her to reach out to her RSA wealth rep


--------------------------------------***DDS  12/17/2025***--------------------------
Hello Shirley, 

Thank you for contacting Workspace Support today regarding access to the desktop version of Canada Life Illustrations tool.

As discussed, since you changed to a new computer, you have not been able to open the icon on your desktop.

To recap, during our LogMeIn session, we determined the error seen is due to the RRIF LIF LRIF being decommissioned.

Its being recommended to use, Retirement Income calculator instead although it may not include all scenarios. 

If you have any concerns or questions, please do reach out to your Regional Sales Associate for Wealth, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-17T19:31:25.000+0000,False,False,005OH00000AUS7aYAH,2025-12-17T19:02:34.000+0000,005OH00000AUS7aYAH,2025-12-17T19:31:25.000+0000,005OH00000AUS7aYAH,2025-12-17T19:31:25.000+0000,(519)966-4400,(519) 566-3662,sjacuzzi@breadthconsulting.com,(519)966-3400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxvBFYAY,False,,24614698,0030A0000029cXmQAI,0010A000002w1EqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: RAVINDRA SYAL 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: LL17771 
PHONE: 
EMAIL: rsyal@breadthconsulting.com. 
 
ISSUE: 
User is trying to link MGA account to 
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User has not yet registered for their workspace account so they would need to first register before they can link it
 
TROUBLESHOOTING/RESOLUTION:
 I was not able to confirm the users ISAM user ID for their MGA registration
Advised user to contact distribution methodology for confirmation of the user id
 
EMAIL:
 
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello Ravindra,
Thank you for contacting Workspace Support about linking your MGA Workspace account to Advice Canada.
As I mentioned on the call, you do need to first register for a workspace account before you can link it to financial horizons. The first step to registration is confirming your user id. To do this, please send an email to Distribution_Methodology@canadalife.com and request for your MGA workspace user ID. When you have this information, please contact us again at 1-800-475-7001 and we can further assist you.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-17T19:22:58.000+0000,False,False,005OH00000BGf2TYAT,2025-12-17T19:01:22.000+0000,005OH00000BGf2TYAT,2025-12-17T19:22:58.000+0000,005OH00000BGf2TYAT,2025-12-17T19:22:58.000+0000,(519)966-4400,,rsyal@breadthconsultiing.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxveFYAQ,False,,24614601,003G0000018f71zIAA,0010A000002wP5JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T18:59:50.000+0000,False,False,005G0000002gxxjIAA,2025-12-17T18:59:50.000+0000,005G0000002gxxjIAA,2025-12-17T18:59:50.000+0000,005G0000002gxxjIAA,2025-12-17T18:59:50.000+0000,(450)777-4454,(450) 531-3417,info@gvestrie.ca,(450)777-7148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxvnuYAA,False,,24613561,003OH00000IHPEFYA5,001OH00000MSWgJYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T18:43:17.000+0000,False,False,005G0000002gxxjIAA,2025-12-17T18:43:17.000+0000,005G0000002gxxjIAA,2025-12-17T18:43:17.000+0000,005G0000002gxxjIAA,2025-12-17T18:43:17.000+0000,(450)275-3733,,kim@prservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxvxZYAQ,False,,24612796,003G0000018f7hJIAQ,0010A000002wPnsQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 17th, 2025 ***
User wants to access Workspace but ISAM blocked. Authenticated with rotation 2, set temp password, helped reset password and sign in successfully. KB0020858  
==============
Bonjour Jean-Francois,

C’était un plaisir de vous parler aujourd’hui et de vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, j’ai débloqué votre nom d’utilisateur, je vous ai aidé à réinitialiser votre mot de passe d’utilisateur et vous avez réussi à vous connecter à votre compte.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-17T18:52:41.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-17T18:32:16.000+0000,005OH00000AbJ7aYAF,2025-12-17T19:55:59.000+0000,005OH00000AbJ7aYAF,2025-12-17T19:55:59.000+0000,(514) 315-4517,(514) 243-1361,jfmichaud@bflcanada.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxyImYAI,False,,24620558,0030A0000029hKlQAI,0010A000002w5FSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:32:42.000+0000,False,False,0055o000002DK5fAAG,2025-12-17T20:32:42.000+0000,0055o000002DK5fAAG,2025-12-17T20:32:42.000+0000,0055o000002DK5fAAG,2025-12-17T20:32:42.000+0000,(905)286-1334,(905) 979-3444,laura.platt@outlook.com,(905)247-0474,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxyqfYAA,False,,24616058,0030A0000029falQAA,0010A000002w3jmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T19:21:30.000+0000,False,False,005OH00000BfonJYAR,2025-12-17T19:21:30.000+0000,005OH00000BfonJYAR,2025-12-17T19:21:31.000+0000,005OH00000BfonJYAR,2025-12-17T19:21:31.000+0000,(250)727-7197,(250) 896-1110,mattcuttiford@gmail.com,(250)727-6927,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hxzjRYAQ,False,,24613579,003G0000018f7WgIAI,0010A000002wPdZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Advice Canada account linking,Medium,"CAROLYN OLSEN
ASA-Megan called on behalf of advisor for advice canada account linking. They were getting error code because their account was locked. Authenticate carolyn and unlocked their account. sent them a link for password reset and they were able to connect their account successfully.

Hello Carolyn,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, I received call from Megan as they needed assistance with linking accounts in advice Canada. Your account was locked due to multiple login attempts. I completed authentication with you and unlocked your account. Then I sent the password reset link. After changing password, you were able to link accounts successfully.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T19:00:55.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T18:43:37.000+0000,005OH00000BFiyTYAT,2025-12-17T19:03:15.000+0000,005OH00000BFiyTYAT,2025-12-17T19:03:15.000+0000,(780) 532-9510,(780) 518-0804,carolyn@advancedinsurancebenefits.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hy32JYAQ,False,,24617422,0030A0000029dD1QAI,0010A000002w1mGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/17/25 

Advisor was unable to find their activation code for registration - ASA Marie-Claire provided them their code
See email response below 
============================================================================================= 
 
****Email Chain****

Bonjour Reine,

Voici votre code d’activation :  1-9VHZ8K  

Svp respecter les lettres majuscules.
Bonne journée !

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance
Tél.: 581-705-4165 

Faites profiter vos clients de 3 mois gratuits sur une assurance maladie grave en souscrivant sur la même proposition une vie ou une invalidité. Voir les détails ici : Page de ressources pour les conseillers | (Rabais 5%)  

Offer your clients 3 months of free critical illness insurance when they apply for life or disability coverage on the same application. See details here: Advisor resource page | (5% discount)


 


📅 Book time to meet with me | Réservez du temps pour me rencontrer


Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

De : Reine Deti Tia <reinedeti.tia@unionforceplanif.com> 
Envoyé : 17 décembre 2025 12:13
À : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc : Cariel, Karina <Karina.Cariel@canadavie.com>; Hélène Lamontagne <helene.lamontagne@unionforceplanif.com>
Objet : [EXT] Re: Faire affaire avec la Canada Vie 

Bonjour, Besoin d'un code d'activation. Merci d'avance Nb. Garder Hélène en cc Reine Deti Tia, ADMA, Pl. Fin. Planificatrice financière UnionforcePlanif - Planifions votre succès Cabinet de planification financière 117 rang de la grande pointe,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour,
Besoin d'un code d'activation.
Merci d'avance 
Nb. Garder Hélène en cc

 




Reine Deti Tia, ADMA, Pl. Fin.
Planificatrice financière 
 
UnionforcePlanif - Planifions votre succès 
Cabinet de planification financière
117 rang de la grande pointe, Ste-Genevieve (Québec) G0X 2R0
418 590-5203
https://unionforceplanif.linterconnexion.ca/

 
________________________________________
De : Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com>
Envoyé : Tuesday, December 16, 2025 3:53:42 PM
À : Reine Deti Tia <reinedeti.tia@unionforceplanif.com>
Cc : Cariel, Karina <Karina.Cariel@canadavie.com>
Objet : Faire affaire avec la Canada Vie 
 
 
Bonjour Reine,
 
Vous avez obtenu récemment votre code pour faire affaire avec la Canada Vie et nous tenons à vous remercier de votre confiance!  
Afin de vous présenter notre équipe de ventes et de bien vous orienter, il me fait plaisir de vous faire parvenir ci-joint les documents suivants :
•	Notre feuille-contact – Équipe Assurance
•	Kit de démarrage pour conseillers
•	D’Excellentes raisons de vendre les produits d’assurance vie de la Canada Vie
•	D’Excellentes raisons de vendre les produis PV de la Canada Vie
 
De plus, veuillez jeter un coup d’œil à la vidéo de démonstration de notre proposition SimplementProtégé dont le lien se trouve ci-dessous dans ma signature.  Il s’agit de notre proposition en ligne simplifiée pour l’assurance vie temporaire, l’assurance vie avec participation et l’assurance maladies graves.  Aussi, avant de soumettre votre première proposition, il sera important d’établir vos préférences dans le système des nouvelles affaires.  Le début de la vidéo vous explique comment procéder.
 
Je vous invite à consulter ces documents et si vous avez des questions concernant nos processus administratifs ou nos propositions en ligne, je vous invite à communiquer avec moi.  Si vous désirez discuter d’une nouvelle vente ou désirez avoir plus d’informations sur nos produits, veuillez plutôt contacter Karina Cariel.
 
Merci de faire affaire avec la Canada Vie et nous vous souhaitons une excellente journée!
 
 
 
Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance
 
Tél.: 581-705-4165 
 
Proposition SimplementProtégé / SimpleProtect application 
Visionnez la vidéo de démonstration: SimplementProtégé - Démonstration  |  Watch our demo video:  SimpleProtect demo
 
 
 
 
 
   * Bon à savoir ! / Good to know ! * 
 
Assurance maladies graves  |  Critical illness insurance
RABAIS 5% : Cliquez ici pour les détails:  Rabais 5% |  5% DISCOUNT : Click here for details: 5% discount
 
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-17T19:42:11.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T19:42:11.000+0000,005OH0000097FtCYAU,2025-12-17T19:45:43.000+0000,005OH0000097FtCYAU,2025-12-17T19:45:43.000+0000,(418)590-5203,(418) 590-5203,reinedeti.tia@unionforceplanif.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hy4KyYAI,False,,24615634,003G0000018f75TIAQ,0010A000002wP8nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Q503 Nominee PAC & AWD Summary Report Request,Medium,"***WRS Email Chain*** 2025-12-17
Intake form delivered.

Hello Darren,

We received your Nominee PAC & AWD Summary Report Request. Kindly find attached the reported request. We will send another email containing the password to the Excel file.

If you have any other questions, feel free to reply to this email and we would love to assist you.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Darren,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
5R3310PU

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Darren W Koole22597
Code: 22597

Please email it to darren@balancewealth.ca",True,2025-12-17T19:15:35.000+0000,False,False,005OH00000AX0rVYAT,2025-12-17T19:15:35.000+0000,005OH00000AX0rVYAT,2025-12-17T19:18:19.000+0000,005OH00000AX0rVYAT,2025-12-17T19:18:19.000+0000,(519)351-0101,,darren@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hy5tiYAA,False,,24615447,003G0000018f72yIAA,0010A000002wP6IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login error ERR-W1918,Medium,"NORBERTO C PONTE
Advisor was getting above error message when logging in to their workspace account from advice Canada. After authentication, unlocked their user id, created new password for product illustration. This allows them to login successfully to workspace and product illustartion.

Hello Norberto,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, you were getting ERR-W1918 when trying to access workspace account through advice Canada. After authentication, we unlocked your user id by creating new password for product illustrations and this allows you to login successfully to workspace and product illustration.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T19:36:31.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T19:12:55.000+0000,005OH00000BFiyTYAT,2025-12-17T19:36:31.000+0000,005OH00000BFiyTYAT,2025-12-17T19:36:31.000+0000,(250)718-7232,(250) 808-8298,bert@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hy6g9YAA,False,,24616944,0030A0000029eGMQAY,0010A000002w2fAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,New Phone MFA,Medium,"Caller Name: Irene Walsh
Advisor or support staff: Advisor 
Advisor Code: C7305 MGA 
Advisor Name: Irene Walsh	
Phone: (905) 443-1026 x5504
Email: irene.walsh@dfsin.ca		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED WITH ADDITIONAL QUESTIONS AS THE TIME SHE GAVE FOR LAST LOGIN WAS 1 MONTH WINDOW.
Issue: New phone, download google already.

FINDINGS: PROFILE IS ACTIVE. FOUND KB0020738
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001p6jYAAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004HDOOAA4%26cntc%3D0035o000004HDOOAA4%26id%3D0055o000001p6jYAAQ

RESOLUTION: FOLLOWED ***KB0020738, *** AUTHENTICATED/CALLED AT THE # IN SIEBEL (905) 443-1026 x5504
REMOVED auth from SF had her sign in to select the auth method, she was able to sign in, had her sign out back out to test with success.

--------------------------------------***DDS  12/17/2025***--------------------------
Hello Irene,

Thank you for contacting Workspace support regarding the Multifactor Authentication not working so you can access Workspace. As discussed, you recently bought a new phone.
 
It was a pleasure helping you setup the Google Authenticator app on your new phone.
 
Here is a recap of what we did today.
1.	Verified and disconnected the old authenticator profile
2.	Setup your Google Authenticator on the new phone
3.	You were then able to sign into Workspace and authenticate and we had you test this by signing out and in again to be sure.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-17T19:48:54.000+0000,False,False,005OH00000AUS7aYAH,2025-12-17T19:34:55.000+0000,005OH00000AUS7aYAH,2025-12-17T19:48:55.000+0000,005OH00000AUS7aYAH,2025-12-19T15:29:29.000+0000,(905)443-1026X5504,,irene.walsh@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hy7DzYAI,False,,24617358,003OH00000M99IvYAJ,001OH00000Quw4UYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"KB0023734 - User is trying to sign in but it is indicating he is using the wrong email.
Logmein- Completed registration
KB0022825  - MFA set up Google 

Code: P8151
Email: bwhetstone@primerica.com 

************************************************************************
Good afternoon, Boyd

Thank you for contacting the Workspace Support Team, it was great speaking with you today with Workspace log in!
 
I'm glad I was able to assist you with completing registration so you can successfully sign into your Workspace account! During Workspace login it will now request a confirmation through the Google authenticator.  
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T19:43:32.000+0000,False,False,005OH00000BG5v4YAD,2025-12-17T19:41:09.000+0000,005OH00000BG5v4YAD,2025-12-17T21:15:13.000+0000,005OH00000BG5v4YAD,2025-12-17T21:15:13.000+0000,(604)209-4524,,bwhetstone@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hy7KQYAY,False,,24615151,003OH00000OtNmHYAV,001OH00000UHArcYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,misdirect,Medium,"*12/17*
----------------
Mike Walton 
f2657

i called the SD, they told me to call Workspace Support, 
looking to gain access back to their old freedom email


*email*
----------------
Good afternoon Mike, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to access your old Freedom 55 email,  you called the Service Desk, and they directed you to us. You advised you could log into it up to 2 months ago. Advised those email servers would have potentially been entirely decommissioned years ago but if there was a chance you could still recover your information you would need to go back to the Service Desk since this is not something the Workspace Support Team can speak to ultimately. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T01:15:34.000+0000,False,False,005OH000008919xYAA,2025-12-17T19:08:22.000+0000,005OH000008919xYAA,2025-12-18T01:15:34.000+0000,005OH000008919xYAA,2025-12-18T01:15:34.000+0000,(506)457-4444X2,,mike.walton@lsfg.life,(506)457-3333,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hy7kIYAQ,False,,24618914,0030A0000029q10QAA,0010A000002wCLiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"*** DDS 17DEC2025 ***
took over call from Adanne as advisor was not being cooperative, was able to determine which authenticator she had connected earlier in the day and she was able to login successfully. referred to C&C re compensation ?s
Workspace support.
************

-----------------------------------EMAIL: 
Hello Joanne,

Thank you for contacting Workspace Support today regarding your login issue. It was a pleasure speaking with you! To recap, you were able to login successfully after we determined which authenticator app had been connected to your Workspace account. As we discussed, for questions regarding your compensation statements accessed through FASATweb, you can reach out to contracts&compensation@canadalife.com for assistance. Don’t hesitate to reach out if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T20:16:50.000+0000,False,False,005OH000006wv2TYAQ,2025-12-17T20:06:25.000+0000,005OH00000BFQFCYA5,2025-12-17T20:35:38.000+0000,005OH000006wv2TYAQ,2025-12-17T20:35:38.000+0000,(780)718-7117,,info@joannedavid.com,(780)669-7067,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hy9VxYAI,False,,24619835,0030A000009RbC1QAK,0010A00000AUIbyQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,calling about CASE#24479099/ INC1935148,Medium,"Caller Name: Laura Gasper
Advisor or support staff: Advisor support
Advisor Code: D0538
Advisor Name: JODY NOWOSELSKI National Account	
Phone: 
Email: laura.gasper@thrivewealth.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: POLICY#60246639T.
CASE#24479099/ INC1935148
Policies appear inactive on client's individual profile

FINDINGS: CASE#24479099/ INC1935148
joint policy. when she opens up Christopher. coded wrong in Workspace, its joint and not organization/showing as Inactive in Workspace due to this. 


AS PER THE CASE#24479099/ INC1935148
The client CHRIS AND ERIN BRAUN are set up with a Company record in our admin system. Such records are not supposed to have any joint owners. If you believe this is an incorrect setup, you will need to work with the Advisor Support Centre 1-888-252-1847 to get the data corrected in the admin system. 
she called Advisor Support Centre 1-888-252-1847 to get the data corrected in the admin system as Samantha mentioned but they referred her back to us here at Workspace.

NO KB to reference. 

RESOLUTION: Called Assist Desk/spoke to Kevin: he noted this is not a Workspace issue and that she should be calling 1-888-252-1847. confirmed with Kevin that I can warm xfer over. called and explained/xferred the call

--------------------------------------***DDS  12/17/2025***--------------------------
Hello Laura,

Thank you for contacting Workspace Support today regarding Case Reference 24479099/ INC1935148.

As discussed on our call, we here at Workspace Support are unable to make the necessary changes to the POLICY#60246639T. 

The client CHRIS AND ERIN BRAUN are set up with a Company record in our admin system. Such records are not supposed to have any joint owners. If you believe this is an incorrect setup, you will need to work with the Advisor Support Centre 1-888-252-1847 to get the data corrected in the admin system.

During our call, I confirmed 1-888-252-1847 is the correct team to help make such changes as required and should be able to assist you further. 

I was able to call 1-888-252-1847 directly and explained to them the reason for your call and then transferred you over directly for further assistance.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-17T20:55:54.000+0000,False,False,005OH00000AUS7aYAH,2025-12-17T20:20:59.000+0000,005OH00000AUS7aYAH,2025-12-17T20:55:54.000+0000,005OH00000AUS7aYAH,2025-12-17T20:55:54.000+0000,(306)536-5566,,jody.nowoselski@thrivewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyA8gYAE,False,,24620866,003G0000018f70DIAQ,0010A000002wP2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:37:32.000+0000,False,False,0050A000000WjqvQAC,2025-12-17T20:37:32.000+0000,0050A000000WjqvQAC,2025-12-17T20:37:33.000+0000,0050A000000WjqvQAC,2025-12-17T20:37:33.000+0000,(613)935-3996,(613) 551-6109,dave@bmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyAa3YAE,False,,24616138,003OH00000H2UjPYAV,001OH00000L4B2QYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T19:22:45.000+0000,False,False,0055o000001h4cFAAQ,2025-12-17T19:22:45.000+0000,0055o000001h4cFAAQ,2025-12-17T19:22:45.000+0000,0055o000001h4cFAAQ,2025-12-17T19:22:45.000+0000,(204)474-2929,(204)802-5649,samantha@yourstylefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyAwfYAE,False,,24621267,003G0000018f6zcIAA,0010A000002wP2GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:43:21.000+0000,False,False,0055o000002KxaMAAS,2025-12-17T20:43:21.000+0000,0055o000002KxaMAAS,2025-12-17T20:43:22.000+0000,0055o000002KxaMAAS,2025-12-17T20:43:22.000+0000,(780)702-5807X228,(780) 988-5826,lucas@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyB9VYAU,False,,24615827,003OH00000NZVABYA5,001OH00000ScwpwYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace link,Medium,"***** DDS***** 12/17/2025
Caller: LLOYD ALAN MURPHY POTTAGE
Advisor code: P9127

ref: 


User not getting 6 digit code sent to their email. DDS did a logmein session and assisted user successfully complete registration.


******email chain******

Hello Lloyd,

     It was a pleasure assisting you today. We were able to successfully get you back into workspace by completing your registration and linking your account. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T19:39:43.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T19:18:18.000+0000,005OH00000BFQFHYA5,2025-12-17T19:40:33.000+0000,005OH00000BFQFHYA5,2025-12-17T19:40:33.000+0000,(250)882-3209,,lloydmurphy.pottage@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyCOvYAM,False,,24616099,003OH00000R2AS3YAN,001OH00000WrwlCYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T19:22:05.000+0000,False,False,0055o000001NWfMAAW,2025-12-17T19:22:05.000+0000,0055o000001NWfMAAW,2025-12-17T19:22:06.000+0000,0055o000001NWfMAAW,2025-12-17T19:22:06.000+0000,(519)500-1025,,trustlalita@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyCTrYAM,False,,24620154,0030A0000029V1QQAU,0010A000002vv3vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Advisor information incorrect or needs an update,Medium,"***DDS*** 12/19/25
Name: Wayne S. Kobylnik
Phone:
Agent code:
Reference: KB0022646 & Call assist + support path doc

Hello Elizabeth,

Sorry for the delay in response but no, Workspace support is not the support contact for updating information on the Advisor Contact card that would be Contracts & Compensation which was addressed to on my December 17th response below.   I believe they are a little backlogged at the moment but are working as quickly as possible.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Elizabeth Farquharson <elizabeth@fortunafg.ca> 
Sent: December 18, 2025 9:04 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: 24620154 - RE: [EXT] Fwd: Domiciled name and address incorrect.

Hi Workspace support. Are you the contact for updating information on the Advisor Contact card? When I go to search for any of our dedicated contacts on the Contact Card, they are listed by firm name or firm code. Fortuna Financial Group/PRFS
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Workspace support.

Are you the contact for updating information on the Advisor Contact card? When I go to search for any of our dedicated contacts on the Contact Card, they are listed by firm name or firm code. Fortuna Financial Group/PRFS has not been added to this list - I still have to search under RetireRite Financial Strategies/LJBAF to find our contacts.
Some of the contacts are sorted alphabetically, so the contact for RetireRite would not be the same as the contact for Fortuna. Are you able to make these changes? 


Thank you,

Elizabeth Farquharson
Client Service Associate
Fortuna Financial Group Inc.
(705) 720-1475
elizabeth@fortunafg.ca
www.fortunafg.ca






***DDS*** 12/17/25
Name:   Wayne S. Kobylnik
Phone: 
Agent code: 
Reference: KB0022646

Hello @Contracts & Compensation can you please confirm: Advisor information incorrect or needs an update.

Please see below email trail.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Stewart, James <James.Stewart@advicecanada.com> 
Sent: December 16, 2025 4:21 PM
To: Farquharson, Elizabeth S. <elizabeth@fortunafg.ca>; Field Operations <fieldoperations@canadalife.com>; Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Kobylnik, Wayne <wayne@fortunafg.ca>; Wiles, Ravella <ravella@fortunafg.ca>; Venuto, Kevin <Kevin.Venuto@canadalife.com>; Roe, Jennifer <Jennifer.Roe@advicecanada.com>
Subject: RE: [EXT] Fwd: Domiciled name and address incorrect.
Importance: High

Thank you for your email Elizabeth and sorry that this issue continues to persist!

Filed Ops/Field Buy-Sell/ Workspace Support,

I am not sure who’s domain this is but can the correct party please reach out to Elizabeth and make sure that all of the changes on the CL direct side of things are updated correctly please?

Thanks!

James Stewart, CHS

Business Development Director | Northern Ontario
james.stewart@advicecanada.com | 437-219-1908

In Partnership with

Jennifer Roe 

Business Development Consultant | Northern Ontario
Jennifer.Roe@advicecanada.com | 416-552-3743

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with ourprivacy policy.



From: Elizabeth Farquharson <elizabeth@fortunafg.ca> 
Sent: December 16, 2025 2:24 PM
To: Stewart, James <James.Stewart@advicecanada.com>; Venuto, Kevin <Kevin.Venuto@canadalife.com>; Field Operations <fieldoperations@canadalife.com>
Cc: Kobylnik, Wayne <wayne@fortunafg.ca>; Wiles, Ravella <ravella@fortunafg.ca>
Subject: [EXT] Fwd: Domiciled name and address incorrect.

Hi guys Please see below from Wayne. I am utterly dismayed at how difficult this process has been. Quadrus/Investment Centre still shows Gary, Ravella and Wayne's old contact information, despite 2 recent requests to get that corrected. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi guys

Please see below from Wayne.

I am utterly dismayed at how difficult this process has been. Quadrus/Investment Centre still shows Gary, Ravella and Wayne's old contact information, despite 2 recent requests to get that corrected. 
Confirmations for Seg Fund transactions going out to clients have Wayne as a member of RetireRite Financial Services Inc, which doesn't exist as a firm anymore, and still shows the Midland address (Atherton Financial).
Life Insurance statements are still showing that Wayne is part of Atherton Financial and at the Midland address.

It's been 3 months since we changed the name of RetireRite to Fortuna Financial Group, and changed all the email addresses. It's been over a month since Wayne moved to Fortuna Financial Group and changed his email address. And yet daily I find things that we are still required to update, because they don't automatically get updated when the new information is submitted to Canada Life.

You have got to find a way to make this easier. It's ridiculous that the advisor has to jump through this many hoops to correct information. Canada Life is the ONLY carrier who has made it this difficult. All the other carriers updated their systems as soon as we updated Apexa, at the instruction of Financial Horizons.

What do we need to do to get all this corrected? 


Thank you,

Elizabeth Farquharson
Client Service Associate
Fortuna Financial Group Inc.
(705) 720-1475
elizabeth@fortunafg.ca
www.fortunafg.ca

VACATION ALERT: I will be out of the office December 24th to January 2nd, inclusive. I will be back in the office on Monday, January 5th, 2026


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We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

---------- Forwarded message ---------
From: Wayne Kobylnik <wayne@fortunafg.ca>
Date: Tue, Dec 16, 2025 at 2:12 PM
Subject: Domiciled name and address incorrect.
To: Elizabeth Farquharson <elizabeth@fortunafg.ca>



Hi Elizabeth,

I had to send you this as Canada Life doesn't appear to be on the ball. I received confirmation of my withdrawal from my TFSA in the mail today. On page 2 underneath Questions, it has me representing Retirerite Financial Services at 490 King St Midland.
At least they got the telephone number correct.

Maybe Kevin can help us get this straightened out too.

Wayne,

Wayne S. Kobylnik, CFP, CHS, PFP
Certified Financial Planner and Investment Representative
Quadrus Investment Services Ltd.
Fortuna Financial Group, 
Advisor Support Associate, Elizabeth Farquharson, 705-720-1475
Client Service Centre 1-888-252-1847

 VACATION ALERT : I will be away December 23 to January 5th
 
“Building my practice one trusted relationship at a time.""
Member of The Financial Advisors Association of Canada, ADVOCIS",True,2025-12-17T20:26:23.000+0000,False,False,005OH00000BGeeHYAT,2025-12-17T20:26:23.000+0000,005OH00000BGeeHYAT,2025-12-19T13:27:19.000+0000,005OH00000BGeeHYAT,2025-12-19T13:27:19.000+0000,(705)518-0528,,wayne@athertonfinancial.ca,(705)728-0012,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyComYAE,False,,24619389,0030A0000029ZwnQAE,0010A000002vzAxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"SP signature issue, related to 24548244",Medium,"*** DDS 18DEC2025 ***
Adanne initially helped the user with a WS login issue (case 24548244), the user then responded by email stating they were having an issue with SP app 60927670-3 which was then escalated to L2

verified link is active and sent user expected data

-----------------------------------------------------------EMAIL CHAIN:
Hello Lianne,

Please see the Simple Protect link below for application 60927670-3 to send to your clients for signature. The link is active for 72hrs. Please let me know if you have any questions or if there is anything else we can assist with.

Link - https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=a5826813-81a3-4a71-a6f3-bf4df536cc92
Expected data:
Name: McMurdie
Postal code: R3R2N4
Date of birth: December 29, 1961

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 17, 2025 4:01 PM
To: Lianne Pereux <lianne@pereux.com>
Subject: RE: 24548244 Workspace support

Thank you, Lianne, I will investigate and reach out shortly.



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Lianne Pereux <lianne@pereux.com> 
Sent: December 17, 2025 3:06 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Yarow, Salma <Salma.Yarow@canadalife.com>
Subject: [EXT] Re: 24548244 Workspace support

Clients names: Matthew McMurdie Mmcmurdie@ gmail. com Darlene McMurdie Darmcmurdie@ gmail. com Thanks Lianne Sent from my iPhone On Dec 17, 2025, at 2: 04 PM, CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote:  Hi Lianne, Yes,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Clients names: 
Matthew McMurdie
Mmcmurdie@gmail.com

Darlene McMurdie
Darmcmurdie@gmail.com


Thanks
Lianne


Sent from my iPhone

On Dec 17, 2025, at 2:04 PM, CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
 
Hi Lianne,
 
Yes, I can investigate this for you! Can I have the name of the recipients and their email addresses?
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
 
Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
From: Lianne Pereux <lianne@pereux.com> 
Sent: December 17, 2025 12:25 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Yarow, Salma <Salma.Yarow@canadalife.com>; Joy Shen <joy@pereux.com>
Subject: [EXT] RE: 24548244 Workspace support
Importance: High
 
Good morning, I was finally able to submit the E-App for signature to the clients however they are not receiving the link to sign and I have now sent it three times to them. Application #60927670-3. Can someone please look into this ASAP so
Good morning,
 
I was finally able to submit the E-App for signature to the clients however they are not receiving the link to sign and I have now sent it three times to them.
 
Application #60927670-3.
 
Can someone please look into this ASAP so we can get it signed? It is a joint policy with two signatures required by two insureds.
 
 
Thanks,
 
 
Holiday Closure: Our office will be closed December 22nd – 26th. I will be away December 31st- January 7th, 2026.
Lianne Pereux BSW, CLU, CHS
PRESIDENT & ADVISOR
1420 - 363 Broadway
Winnipeg, Manitoba R3C 3N9
Main: (204) 943-8425
Direct: (204) 947-8512
Email: lianne@pereux.com
 
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. To unsubscribe from receiving future communications, please click here: unsubscribe
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 15, 2025 3:43 PM
To: Lianne Pereux <lianne@pereux.com>
Subject: RE: 24548244 Workspace support
 
Hi Lianne,
 
I’m sorry that’s happening.
Which application are you using? Can you also provide the application number and confirm if you also receiving an error after it crashes?
 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
 
Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Lianne Pereux <lianne@pereux.com> 
Sent: December 15, 2025 4:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Joy Shen <joy@pereux.com>
Subject: [EXT] RE: 24548244 Workspace support
 
I was not able to use the E-App platform in the end as it kept crashing. \ so that Is not ideal. Holiday Closure: Our office will be closed December 22nd – 26th. I will be away December 31st- January 7th, 2026. Lianne Pereux BSW, CLU, CHS PRESIDENT
 
I was not able to use the E-App platform in the end as it kept crashing.\ so that Is not ideal.
 
 
Holiday Closure: Our office will be closed December 22nd – 26th. I will be away December 31st- January 7th, 2026.
Lianne Pereux BSW, CLU, CHS
PRESIDENT & ADVISOR
1420 - 363 Broadway
Winnipeg, Manitoba R3C 3N9
Main: (204) 943-8425
Direct: (204) 947-8512
Email: lianne@pereux.com
 
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. To unsubscribe from receiving future communications, please click here: unsubscribe
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 15, 2025 2:35 PM
To: Lianne Pereux <lianne@pereux.com>
Subject: 24548244 Workspace support
 
Hi Lianne       , thank you for contacting the workspace support today.
 
To recap our call, you were having some issues accessing your account. We were able to get you logged in successfully.
 
If you are having any issues, please let me know in your response
 
We would love to hear your feedback, I would appreciate if you could fill out this survey 
 
 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
 
Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T15:56:54.000+0000,False,False,005OH000006wv2TYAQ,2025-12-17T20:13:40.000+0000,005OH000006wv2TYAQ,2025-12-18T15:56:54.000+0000,005OH000006wv2TYAQ,2025-12-18T15:56:54.000+0000,(204)997-8512,,lianne@pereux.com,(204)253-5105,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyD3HYAU,False,,24616702,0030A0000029YgBQAU,0010A000002vy2sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Terminated account - how to activate,Medium,"*12/17*
----------------
Gagin
Gagandeep
GS0134
70134
this is a terminated account

*email*
----------------
Good afternoon Gagandeep, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to know what information you needed to reactivate your account. Unfortunately, because you provided a terminated code, we were unable to really provide any sort of assistance, we directed you toward your MGA to get your account reactivated and onboarded. If you have questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T01:19:22.000+0000,False,False,005OH000008919xYAA,2025-12-17T19:31:48.000+0000,005OH000008919xYAA,2025-12-18T01:19:22.000+0000,005OH000008919xYAA,2025-12-18T01:19:22.000+0000,(647)300-4781,,nibberfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyDw6YAE,False,,24616505,0030A0000029al8QAA,0010A000002vzpNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Illustrations,Medium,"NAME: TIMOTHY PARKER 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: E2675
PHONE: 
EMAIL: tmparker@telus.net 
 
ISSUE: 
User is asking for help to create a LIF illustration 
 
FINDINGS:
KB0023589 -  
 
TROUBLESHOOTING/RESOLUTION:
Previous illustration for LIF decommisioned.
They can use the income calculator site page. 
 
EMAIL:
 
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello Tim,
Thank you for contacting Canada Life for help with accessing Canada Life Illustrations.
As mentioned on the call today. To create LIF illustrations, please use the retirement income calculator found here: https://www.canadalife.com/investing-saving/retirement/retirement-income-calculator.html#/inputs.
If you have any more questions, please let me know.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-17T19:38:40.000+0000,False,False,005OH00000BGf2TYAT,2025-12-17T19:28:37.000+0000,005OH00000BGf2TYAT,2025-12-17T19:38:40.000+0000,005OH00000BGf2TYAT,2025-12-17T19:38:40.000+0000,(250)439-7259,,tmparker@telus.net,(250)344-3643,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyE8zYAE,False,,24616388,003OH00000WDQQZYA5,001OH00000dQBW9YAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T19:26:33.000+0000,False,False,0055o000001h4cFAAQ,2025-12-17T19:26:33.000+0000,0055o000001h4cFAAQ,2025-12-17T19:26:33.000+0000,0055o000001h4cFAAQ,2025-12-17T19:26:33.000+0000,(807)345-6363,,michael.nitz@ig.ca,(807)345-0741,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyEPBYA2,False,,24618894,0030A0000029a2qQAA,0010A000002vzGWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:06:15.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T20:06:15.000+0000,005OH000002iJPDYA2,2025-12-17T20:06:15.000+0000,005OH000002iJPDYA2,2025-12-17T20:06:15.000+0000,(778)899-3368,,rebeccawu@pivantafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyEk5YAE,False,,24616529,0030A0000029m1LQAQ,0010A000002w93JQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T19:29:03.000+0000,False,False,005G0000002gxxjIAA,2025-12-17T19:29:03.000+0000,005G0000002gxxjIAA,2025-12-17T19:29:03.000+0000,005G0000002gxxjIAA,2025-12-17T19:29:03.000+0000,(819)825-9501,,luc@stcyr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyFgGYAU,False,,24620685,0030A00000BW418QAD,0010A00000C6DrFQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:34:33.000+0000,False,False,0055o000002KxaMAAS,2025-12-17T20:34:33.000+0000,0055o000002KxaMAAS,2025-12-17T20:34:33.000+0000,0055o000002KxaMAAS,2025-12-17T20:34:33.000+0000,(780)465-5201,(587) 988-8023,pearce@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyGXNYA2,False,,24616959,003OH00000M9ArmYAF,001OH00000QuorwYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access #primerica,Medium,"*** DDS Dec 17th, 2025 ***
User wants to access account but I can't verify advisor code so asked them to confirm it with Primerica and call back. KB0023476  
=============
Bonjour Yann,

C’était un plaisir de vous parler aujourd’hui pour vous aider à vous connecter à votre compte Espace Affaires.

Durant notre appel, je n’ai pas pu confirmer votre code de conseiller avec Canada Vie, un code avec une lettre suivie de 4 chiffres. Vous pouvez communiquer avec Primerica ou votre supérieur pour vérifier ce code de conseiller et nous rappeler. Nous vous aiderons ensuite à accéder à votre compte.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-17T19:54:49.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-17T19:35:11.000+0000,005OH00000AbJ7aYAF,2025-12-17T19:54:50.000+0000,005OH00000AbJ7aYAF,2025-12-17T19:54:50.000+0000,(418)802-6621,,yancote@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyIXeYAM,False,,24620214,0030A0000029ekeQAA,0010A000002w30zQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:27:12.000+0000,False,False,0055o000002DK5fAAG,2025-12-17T20:27:12.000+0000,0055o000002DK5fAAG,2025-12-17T20:27:13.000+0000,0055o000002DK5fAAG,2025-12-17T20:27:13.000+0000,(905)470-5989,,dleung@dundeewealth.com,(905)470-5979,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyJ79YAE,False,,24622684,0035o0000078EksAAE,0015o000007mcyQAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:07:11.000+0000,False,False,005OH000003ds0PYAQ,2025-12-17T21:07:11.000+0000,005OH000003ds0PYAQ,2025-12-17T21:07:12.000+0000,005OH000003ds0PYAQ,2025-12-17T21:07:12.000+0000,(613)547-1554,(343) 369-2422,tara.tennant@dfsin.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyJiAYAU,False,,24619321,003G0000018f6U8IAI,0010A000002wOQqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Jordan,

Thank you for your response.

Due to client sensitive data and security protocols, the reports are sent out via encrypted email to the authorized users only (may affect others from accessing it if forwarded).

Could you please confirm your admin assistant’s name and email address? If there is a valid third-party access to the requested codes and contact information align on file with Canada Life, I can send the requested KYC report to directly to them.


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jordan McLoughlin <jordan@planwealthwise.com> 
Sent: December 18, 2025 1:55 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: KYC Report Request /Case24619321

Thank you, Carmen. Though can you please unlock my ability to Forward this email, as I would like to send it to my Admin Assistant to close out the $0 value accounts as you outlined.

Thanks
JM


Hi Jordan,

As mentioned in my previous email, please see below for your password-protected Excel file:
TW2PZSWUFX

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Jordan,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Jordan McLoughlin
Code: 39443

Request 2:
Advisor: Darcey Novotny
Code: 24047

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to jordan@planwealthwise.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-17T20:12:46.000+0000,False,False,005OH0000071DK9YAM,2025-12-17T20:12:46.000+0000,005OH0000071DK9YAM,2025-12-18T20:18:31.000+0000,005OH0000071DK9YAM,2025-12-18T20:18:31.000+0000,(519)639-9898,(519) 495-0020,jordan@planwealthwise.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyKXuYAM,False,,24620763,0030A00000BAT6eQAH,0010A00000BklteQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:35:55.000+0000,False,False,0055o000001t1uPAAQ,2025-12-17T20:35:55.000+0000,0055o000001t1uPAAQ,2025-12-17T20:35:55.000+0000,0055o000001t1uPAAQ,2025-12-17T20:35:55.000+0000,(647)871-6883,,maggiewu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyLC9YAM,False,,24621841,0030A0000029e7IQAQ,0010A000002w2WZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,FASATWEB navigation questions,Medium,"EUGENIO TORRES PURIFICACION

Advisor needed assistance with navigation in FASATWEB. They are advised to contact compensation department.
Hello Eugenio,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance for accessing your compensation information. I help you to access FASATweb on the workspace website and then you had questions related to FASATweb. Please contact contracts&compensation@canadalife.com to get assistance with FASATWeb.
 
I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T21:13:25.000+0000,False,False,005OH00000BFiyTYAT,2025-12-17T20:52:36.000+0000,005OH00000BFiyTYAT,2025-12-17T21:13:25.000+0000,005OH00000BFiyTYAT,2025-12-17T21:13:25.000+0000,(236)514-1764,(604) 765-7097,eugeniopurificacion@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyLTvYAM,False,,24620545,003G0000018f7EIIAY,0010A000002wPJ5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"***DDS Dec.17/2025***
User sent in a merge request for ROBERT J BOUDREAU. Updated the middle initial from the first name field and placed it in the middle name field.  LL - Policy : 4186449-7 - Client ID - 0004112712 / CL - Policy: 310075043 - Client ID - 4590145444. Responded to user and advised the merge request has been completed and the merge prompt should appear within 2 - 4 business days.

REF KB : KB0020913

*****Email*****

Hello Fallon, 

Thank you for reaching out to the Workspace Support Team regarding the merge issue.
 
We've made an amendment to Robert J Boudreau, and you should see the merge prompt within 2 - 4 business days. Please check both contact files for the merge prompt. If the issue persists, please reach out to let us know!

If you have additional questions or require further support, please do not hesitate to reach out to us.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T20:32:33.000+0000,False,False,005OH00000BFQFBYA5,2025-12-17T20:32:33.000+0000,005OH00000BFQFBYA5,2025-12-17T20:40:31.000+0000,005OH00000BFQFBYA5,2025-12-17T20:40:31.000+0000,(902)482-9665,(902) 789-6687,alex@baywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyLX8YAM,False,,24619989,0030A0000029ekiQAA,0010A000002w313QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,simple protect,True,2025-12-17T20:36:23.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T20:23:43.000+0000,005OH00000BFQFCYA5,2025-12-17T20:36:23.000+0000,005OH00000BFQFCYA5,2025-12-17T20:36:23.000+0000,(905)290-9303,,rajnayyar@look.ca,(905)290-9907,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyLYkYAM,False,,24626314,0035o000007cIf0AAE,0015o000008ItbeAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:30:48.000+0000,False,False,005OH00000BfjndYAB,2025-12-17T22:30:48.000+0000,005OH00000BfjndYAB,2025-12-17T22:30:48.000+0000,005OH00000BfjndYAB,2025-12-17T22:30:48.000+0000,(250)763-1752,,eturner@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyLs7YAE,False,,24621535,0030A0000029phNQAQ,0010A000002wC5TQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:47:26.000+0000,False,False,0055o000001NWfMAAW,2025-12-17T20:47:26.000+0000,0055o000001NWfMAAW,2025-12-17T20:47:27.000+0000,0055o000001NWfMAAW,2025-12-17T20:47:27.000+0000,(647)880-1865,905 512 9824,jrnavera@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyMGDYA2,False,,24618162,0030A0000067EXwQAM,0010A000006ruseQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T19:54:29.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T19:54:29.000+0000,005OH000002iJPDYA2,2025-12-17T19:54:30.000+0000,005OH000002iJPDYA2,2025-12-17T19:54:30.000+0000,(604)336-8833,(604) 537-7811,franceslee331@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyNp6YAE,False,,24623214,003OH00000PdCMPYA3,001OH00000VBY1RYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:16:14.000+0000,False,False,0055o000001NWfMAAW,2025-12-17T21:16:14.000+0000,0055o000001NWfMAAW,2025-12-17T21:16:14.000+0000,0055o000001NWfMAAW,2025-12-17T21:16:14.000+0000,(647)534-4444,,ratansamuel@raeunited.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyORjYAM,False,,24620419,0030A0000029pHLQAY,0010A000002wBljQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:30:33.000+0000,False,False,0055o000002DK5fAAG,2025-12-17T20:30:33.000+0000,0055o000002DK5fAAG,2025-12-17T20:30:33.000+0000,0055o000002DK5fAAG,2025-12-17T20:30:33.000+0000,(416)860-1668,,kevin.lowe@igpwm.ca,(416)860-1478,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyOZpYAM,False,,24622158,003OH00000WaPDlYAN,001OH00000e15wfYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect health and lifestyle questionnaire keeps opening regardless,Medium,"*12/17*
----------------

Lukas Olach
60928211-8

i have a client that wants to do a joint insurance, i selected 
they are not getting an option in how the questionnaire will be done, it just opens to the questionaire like they were doing the application with the client on the spot. 
they had to run and will call back at 5pm 

*email*
----------------
Good afternoon Lukas, 

Thank you for contacting the Workspace Support Team with your inquiry

While completing a Simple Protect application you noticed it was not giving you the option to send the questionnaire to the client and kept opening it like you were doing the application with the client in person. We tried some basic browser triage like clearing cache and cookies and update your chrome, you had to run at the end and didn’t get a chance to test it. You opted to call back at 5pm. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T01:24:39.000+0000,False,False,005OH000008919xYAA,2025-12-17T20:58:06.000+0000,005OH000008919xYAA,2025-12-18T01:24:39.000+0000,005OH000008919xYAA,2025-12-18T01:24:39.000+0000,(905)536-5103,,lukasolach24@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyObTYAU,False,,24620277,0030A0000029lIvQAI,0010A000002w8TtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:28:17.000+0000,False,False,0055o000002DK5fAAG,2025-12-17T20:28:17.000+0000,0055o000002DK5fAAG,2025-12-17T20:28:17.000+0000,0055o000002DK5fAAG,2025-12-17T20:28:17.000+0000,(905)814-5504,,denny@eaglepartners.ca,(905)814-0674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyOhrYAE,False,,24619092,0030A0000042pT6QAI,0010A000004oLgnQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment centre issue - INC1941523,Medium,"***DEC 17,2025***
Kathy Simard
ll19531
INC1941523

Advisor is not able to access anything in their IC. tried to clear cache and cookies, issue is still same. Called assist line and the issue escalated to 2nd level support. KB0023327

====================================================================================

****Email Chain****

Hello Kathy,

Thank you for contacting the Workspace Support team regarding an issue you have accessing information from the tabs in Investment Centre.

I have gone ahead and escalated this issue to our Digital Technical Lab Team for further investigation and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T20:34:00.000+0000,False,False,005OH000002iN7pYAE,2025-12-17T20:09:08.000+0000,005OH00000BFiyTYAT,2025-12-17T20:51:06.000+0000,005OH000002iN7pYAE,2025-12-17T20:51:06.000+0000,(519)567-8055,,ksimard@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyPZBYA2,False,,24621163,0030A0000029oDTQAY,0010A000002wAuWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff inquiring on how advisor can set up their other assistant for workspace.
**************
Hi Keefer     , thank you for contacting the workspace support today.

To recap our call, you wanted to know how your advisor can get their other assistant set up for workspace. Here is the form required by your advisor

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T20:52:53.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T20:41:42.000+0000,005OH00000BFQFCYA5,2025-12-17T20:56:19.000+0000,005OH00000BFQFCYA5,2025-12-17T20:56:19.000+0000,(604)818-9678,(604) 818-9678,shiyun@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyRZHYA2,False,,24623671,0030A0000029e7IQAQ,0010A000002w2WZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Compensation,Medium,"User is inquiring about compensation- referred to contract and compensation. 

Email: eugepure50@gmail.com 
Code: A8690 

*********************************************************************
Good afternoon, Eugenio

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding compensation!
 
Please contact the contract and compensation team regarding your compensation at, contracts&compensation@canadalife.com 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T21:30:12.000+0000,False,False,005OH00000BG5v4YAD,2025-12-17T21:24:16.000+0000,005OH00000BG5v4YAD,2025-12-17T21:30:12.000+0000,005OH00000BG5v4YAD,2025-12-17T21:30:12.000+0000,(236)514-1764,(604) 765-7097,eugeniopurificacion@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyS2LYAU,False,,24623147,003OH00000RWMAlYAP,001OH00000XRjcYYAT,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Raised to Escalations: SP App Error,Medium,"***DDS SL Dec 19 2025***

Caller raised error to DDS Escalations inbox : 
SP App error shows where user cannot go past continue 
Likely data fix is required 

===Email Chain===

Good afternoon Salma and Michelle, 

Thank you for contacting the Workspace Escalations team. We understand that Ian has been unable to complete the mentioned application and has been forced to make a new application. We are happy to assist you with this matter. 
The error where Ian mentioned the application auto scrolling to the top of the page is a known issue in Simple Protect, but this is a minor bug in the system and will not prevent them from continuing with applications. 

It is likely that there is a data error affecting this specified application that would require a manual fix by our partners at Simple Protect. 
We have escalated this issue to the Digital Lab team and Simple Protect team for investigation and insight if there was a specific cause to this issue

When we receive an update from the team assisting us, we will reach out to you directly. 
We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 18, 2025 4:31 PM
To: Meszaros, Michelle <Michelle.Meszaros@canadalife.com>; McFarlane, Janice <janice.mcfarlane@canadalife.com>; WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Cc: Black, Brad <Brad.Black@canadalife.com>
Subject: RE: SimpleProtect Application Issue - Case: 24623147 - INC1943641

Thank you Michelle.

Thank you,
Salma

Salma Yarow
Regional Sales Associate,
Insurance Distribution

Email: salma.yarow@canadalife.com

Phone Number: 416-552-3912
For all inforce inquiries and requests, please contact client service: 1-888-252-1847 
MGA/NA Life canindserv@canadalife.com
Advisor Solutions Life inforcelifeclientservicelondon@canadalife.com
Living Benefits livingbenefitsclientservice@canadalife.com

 
For in-force policy, form or process questions: Save time by Live Chat on Workspace with this link  Support
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. 

From: Meszaros, Michelle <Michelle.Meszaros@canadalife.com> 
Sent: December 18, 2025 3:33 PM
To: Yarow, Salma <Salma.Yarow@canadalife.com>; McFarlane, Janice <janice.mcfarlane@canadalife.com>; WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Cc: Black, Brad <Brad.Black@canadalife.com>
Subject: RE: SimpleProtect Application Issue

I’m adding Workspace Escalations to confirm, but I believe this is a bug.  Can we share what details we know on this so that our RSM’s have this knowledge please? 

From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 18, 2025 2:51 PM
To: Meszaros, Michelle <Michelle.Meszaros@canadalife.com>; McFarlane, Janice <janice.mcfarlane@canadalife.com>
Cc: Black, Brad <Brad.Black@canadalife.com>
Subject: SimpleProtect Application Issue

Hi Michelle,

Hope you’re doing well! I experienced another SP issue. Advisor Ian Burns clicked Continue on the screen below; the system didn’t allow him to move to the next page. Instead, it stayed on the same page and scrolled back up to the employment status section (screenshots below).

We did a Teams screenshare and tried different browsers and computers, and even had him log out, but the issue persisted.

Ian tried completing a new application, which worked and he was able to submit it. I just wanted to share this for your team’s awareness.

Thank you,
Salma




 

 

 




 



 




Thank you,
Salma

Salma Yarow
Regional Sales Associate,
Insurance Distribution

Email: salma.yarow@canadalife.com

Phone Number: 416-552-3912
For all inforce inquiries and requests, please contact client service: 1-888-252-1847 
MGA/NA Life canindserv@canadalife.com
Advisor Solutions Life inforcelifeclientservicelondon@canadalife.com
Living Benefits livingbenefitsclientservice@canadalife.com

 
For in-force policy, form or process questions: Save time by Live Chat on Workspace with this link  Support
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.",True,2026-01-02T15:38:02.000+0000,False,False,005OH000001yNnaYAE,2025-12-17T21:15:08.000+0000,005OH000001yNnaYAE,2026-01-02T15:38:02.000+0000,005OH000001yNnaYAE,2026-01-02T15:38:02.000+0000,(613)563-1281X24,,ian@david-burns.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hySFEYA2,False,,24619800,0030A000008p4CSQAY,0010A000009jrrEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simpleprotect error,Medium,"DDS****** 12/17/2025
Caller: Adam Rea
Advisor code: F3265

Previous case: 24583958

User having issues with links provided to them from 2nd level to send to clients. Samantha confirmed to be following up with user. 


******email chain****

Hello Adam, 

    It was a pleasure assisting you today. I relayed all the information provided to Samantha and she is going to follow up shortly. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T20:38:43.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T20:20:13.000+0000,005OH00000BFQFHYA5,2025-12-17T20:38:44.000+0000,005OH00000BFQFHYA5,2025-12-17T20:38:44.000+0000,(403)313-2026X2,(403) 813-7433,adam.rea@myflightplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hySGpYAM,False,,24622564,0030A0000029aVIQAY,0010A000002vzdAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:05:20.000+0000,False,False,005OH000003ds0PYAQ,2025-12-17T21:05:20.000+0000,005OH000003ds0PYAQ,2025-12-17T21:05:21.000+0000,005OH000003ds0PYAQ,2025-12-17T21:05:21.000+0000,(416)809-4365,416 80904365,tamara@prosperityplanning.ca,(800)428-6044,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hySVOYA2,False,,24623262,0031600002QoEJ4AAN,0010A000002wNrfQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Email Change Request,Medium,"****DDS****12/17/25 

KB0021888 
User requested an email address change for WS access, as per the new process for authentication, user was advised to call us to assist with their request
 
============================================================================================= 
 
****Email Chain****

Bonjour Joëlle,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le changement d’adresse courriel.

 Pour faire ce changement, nous devons communiquer avec vous directement par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace Affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).

 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Mouvassur Corporation <service@mouvassur.com> 
Sent: December 17, 2025 11:53 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Changement de mon adresse courriel liés à l'espace Worspace

Bonjour, J’espère que vous allez bien. Je suis Joëlle, adjointe du conseiller Herval Wandji. J’avais précédemment soumis une demande afin d’obtenir un accès distinct à l’espace du conseiller. Toutefois, l’adresse courriel associée à ma connexion
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd


Bonjour,
J’espère que vous allez bien.
Je suis Joëlle, adjointe du conseiller Herval Wandji.
J’avais précédemment soumis une demande afin d’obtenir un accès distinct à l’espace du conseiller. Toutefois, l’adresse courriel associée à ma connexion (joelle.teukam@mouvassur.com) est désormais fermée.
Mon  identifiant est : JOELLEH3343
Je souhaiterais donc savoir s’il est possible de remplacer cette adresse par la suivante : service@mouvassur.com.
Pourriez-vous m’indiquer la procédure à suivre à cet effet ?

Distribution Methodology m'a informé qu'ils ont déjà procédé à la modification dans leur système et que je devais voir avec vous pour le reste.
Je demeure disponible pour toute information supplémentaire.
Merci et bonne journée.



-- 
Bien à vous / Best regards
-----
Joëlle Teukam
Équipe des opérations | Operations Officer
📞 Tél. : 819-800-1961 poste 100
📱 WhatsApp : 819-800-1961
🌐 www.mouvassur.com
📅 Rencontrer votre conseiller

Nos services :
      / Réduire vos impôts                    / Solutions Bancaires 
    / Placer votre argent                    / Plan financier pour PME
  / Souscrire une assurance             / Gestion de patrimoine
/ Plan retraite                              / Succession  

Notre mission, être votre boussole financière !

Confidentialité
Ce message (ainsi que les pièces jointes) contient des renseignements confidentiels ou privilégiés et est destiné seulement à la personne à qui il est adressé. Si vous avez reçu ce message par erreur, S.V.P. veuillez le supprimer et en aviser l'expéditeur à l'adresse courriel suivante service@mouvassur.com.  Toute utilisation illégale ou divulgation de ce message est rigoureusement interdite.",True,2025-12-17T21:16:54.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T21:16:54.000+0000,005OH0000097FtCYAU,2025-12-17T21:22:02.000+0000,005OH0000097FtCYAU,2025-12-17T21:22:02.000+0000,(819) 246-8377 x202,,herval.nganyawandji@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hySdQYAU,False,,24620544,003G0000018f6QcIAI,0010A000002wOMyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:32:31.000+0000,False,False,0055o000002KxaMAAS,2025-12-17T20:32:31.000+0000,0055o000002KxaMAAS,2025-12-17T20:32:32.000+0000,0055o000002KxaMAAS,2025-12-17T20:32:32.000+0000,(780)932-1463,(780) 932-1463,mike.stewart@ubboss.ca,(780)434-5841,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyT00YAE,False,,24623099,0030A0000029k9jQAA,0010A000002w7WYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Issues submitting Simple Protect app,Medium,"Client signed the application on his app, the user went to go finish the advisor comments, but when he tried to connect, it asked him to reset his LL password.

we were able to share screens, clear cache and cookies and he was able to access WS and SP again. Addirionally, he was able to complete and submit his client's application.

==============================================================================================

****Email Chain****

Hello Georges,

This is Samantha following up on our phone call regarding an issue you had completing your client’s Simple protect application,

I’m glad I was able to assist you with the submission of your client’s application. Now, you just need your client’s banking information to complete the process.

To log into Workspace, click on this link https://lifeco.my.site.com/workspace/s/login/?language=en_US

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



==============================================================",True,2025-12-17T21:51:56.000+0000,False,False,005OH000002iN7pYAE,2025-12-17T21:14:27.000+0000,005OH000002iN7pYAE,2025-12-17T21:51:56.000+0000,005OH000002iN7pYAE,2025-12-17T21:51:56.000+0000,(604)720-8310,,georges.sommer@gmail.com,(604)677-7404,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyUP5YAM,False,,24622159,0030A000005NsYOQA0,0010A0000067IzkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect submit application,Medium,"*******DDS*****12/17/2025
Caller: Jamie Brant
Advisor code: C5109

User having issues with an application that was submitted on the NB app. But has been sitting in the dashboard for over a week. User is seeing something that says application has been submitted. But user confirmed from NBC that the application is not received. 


******email chain******
Hello James, 

      It was a pleasure assisting you today. We were able to ensure the application was submitted successfully by just ensuring all fields were filled. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Brant, James <James.Brant@ig.ca> 
Sent: December 17, 2025 4:16 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] Simple protect application issue- 24622159

James Prepare, don’t predict. James Brant, B. Comm, CFP® CIM 1105 Ironwood St, Campbell River, BC, V9W 5L6 Tel (250) 338-7811 | Cell (250) 218-7233 james. brant@ ig. ca | ig. ca IG Wealth Management Inc.                               
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 

James

Prepare, don’t predict.


 

James Brant, B.Comm, CFP® CIM
 
1105 Ironwood St, Campbell River, BC, V9W 5L6
Tel (250) 338-7811 | Cell (250) 218-7233  
james.brant@ig.ca | ig.ca

IG Wealth Management Inc.",True,2025-12-17T21:48:31.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T20:58:08.000+0000,005OH00000BFQFHYA5,2025-12-17T21:48:47.000+0000,005OH00000BFQFHYA5,2025-12-17T21:48:47.000+0000,(250)729-0904,,james.brant@ig.ca,(250)729-0908,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyW7XYAU,False,,24620688,0030A0000085HPbQAM,0010A000008xr8QQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace access,Medium,"*****DDS**** 12/17/2025
User needed assistance signing into workspace. DDS did a logmein session and navigated user to the sign in page.  User was able to sign in successfully. 

*****email chain****
Hello Yalin, 

   It was a pleasure assisting get access back into workspace and setting up your MFA. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T20:49:18.000+0000,False,False,005OH00000BFQFHYA5,2025-12-17T20:34:36.000+0000,005OH00000BFQFHYA5,2025-12-17T20:49:19.000+0000,005OH00000BFQFHYA5,2025-12-17T20:49:19.000+0000,(905)479-5806,(416) 602-7280,zhouyalin66@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyX3cYAE,False,,24621236,003G0000018f6zcIAA,0010A000002wP2GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:42:52.000+0000,False,False,0055o000002KxaMAAS,2025-12-17T20:42:52.000+0000,0055o000002KxaMAAS,2025-12-17T20:42:52.000+0000,0055o000002KxaMAAS,2025-12-17T20:42:52.000+0000,(780)702-5807X228,(780) 988-5826,lucas@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyXA8YAM,False,,24624570,0031600002NsSEKAA3,0010A00000879DDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Scott,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
DN6BPIDGWG

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Scott,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Scott Warwaruk
Code: A3357

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to swarwaruk@efgi.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-17T21:42:39.000+0000,False,False,005OH0000071DK9YAM,2025-12-17T21:42:39.000+0000,005OH0000071DK9YAM,2025-12-17T21:42:39.000+0000,005OH0000071DK9YAM,2025-12-17T21:42:39.000+0000,(204)478-8503,,swarwaruk@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyXN4YAM,False,,24622826,0035o0000078WeoAAE,0015o000007mzbfAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:09:31.000+0000,False,False,005OH000003ds0PYAQ,2025-12-17T21:09:31.000+0000,005OH000003ds0PYAQ,2025-12-17T21:09:31.000+0000,005OH000003ds0PYAQ,2025-12-17T21:09:31.000+0000,(705)874-5858,,tarren.jank@bellvest.ca,(705)874-5858,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyXRqYAM,False,,24624358,0030A0000029VbxQAE,0010A000002vvUaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:38:09.000+0000,False,False,00516000007Qeg2AAC,2025-12-17T21:38:09.000+0000,00516000007Qeg2AAC,2025-12-17T21:38:10.000+0000,00516000007Qeg2AAC,2025-12-17T21:38:10.000+0000,(647)891-6470,,parihar.jageshwar@gmail.com,(905)915-1986,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyXzlYAE,False,,24624269,0035o000007MdRHAA0,0015o00000843wxAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:36:23.000+0000,False,False,005OH000003ds0PYAQ,2025-12-17T21:36:23.000+0000,005OH000003ds0PYAQ,2025-12-17T21:36:23.000+0000,005OH000003ds0PYAQ,2025-12-17T21:36:23.000+0000,(705)745-0268,,taylor@wardenfinancial.com,(705)745-4602,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyYaoYAE,False,,24622478,0030A0000029hg0QAA,0010A000002w5WLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff needed assistance with registration.
**************
Hi Aman , thank you for contacting the workspace support today.

To recap our call, I assisted you with your registration for your MGA workspace account.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T21:13:22.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T21:03:49.000+0000,005OH00000BFQFCYA5,2025-12-17T21:15:48.000+0000,005OH00000BFQFCYA5,2025-12-17T21:15:48.000+0000,(519)836-1791,,richard@cremasco.com,(519)836-8099,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyYcNYAU,False,,24626834,003OH00000A0NLVYA3,001OH00000C8yPxYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"***DDS Dec.17/2025***
User was not yet registered for MGA Workspace and could not find the registration email. Sent a follow up email to the user and CC Distribution methodology to provide him his registration email that included his activation code.

REF KB : KB0017316  

*****Email*****

Hello Amandeep,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding registering for your MGA Workspace account.

@Distribution Methodology, can you please assist Amandeep Gill (H0115) in providing the registration email that includes his Activation Code.

Once you receive the registration email, please follow the link provided and register for your Workspace account.

If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T23:03:05.000+0000,False,False,005OH00000BFQFBYA5,2025-12-17T22:48:06.000+0000,005OH00000BFQFBYA5,2025-12-17T23:03:44.000+0000,005OH00000BFQFBYA5,2025-12-17T23:03:44.000+0000,(604)561-9129,,agill@bridgewealthinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyYkSYAU,False,,24622897,0031600002RdwaNAAR,0010A000002wNtbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Reset,Medium,"MFA Reset

User didnt remember setting their MFA. I disconnected their MFA after authenticating them. We re-add a MFA and user was able to login without issue. 

==================emails=================

Hi Andrew, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you reset your Multi Factor Authenticator linked to your Workspace account. 

If you have any other issues with your Workspace account, don’t hesitate to communicate with us by email or by giving us a phone call.

Have a wonderful day!

I hope I was able to make your day a little easier! If so I’d truly appreciate it if you could take a moment to share your feedback by completing this quick survey: complete our brief survey

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T21:19:32.000+0000,False,False,0055o000001zVCKAA2,2025-12-17T21:10:48.000+0000,0055o000001zVCKAA2,2025-12-22T15:21:06.000+0000,0055o000001zVCKAA2,2025-12-22T15:21:06.000+0000,(604)576-0060,(778) 998-9475,andrew.crampton@bcfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyZ3mYAE,False,,24621444,0030A0000029q57QAA,0010A000002wCPGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:46:02.000+0000,False,False,005OH000003ds0PYAQ,2025-12-17T20:46:02.000+0000,005OH000003ds0PYAQ,2025-12-17T20:46:02.000+0000,005OH000003ds0PYAQ,2025-12-17T20:46:02.000+0000,(613)968-6751X1025,(613) 885-9335,liseallin.ceo@gmail.com,(613)968-2845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyZQLYA2,False,,24620676,0030A0000029fTJQAY,0010A000002w3epQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T20:34:23.000+0000,False,False,0055o000002DK5fAAG,2025-12-17T20:34:23.000+0000,0055o000002DK5fAAG,2025-12-17T20:34:23.000+0000,0055o000002DK5fAAG,2025-12-17T20:34:23.000+0000,(705)792-4548,(705) 725-4419,mcarr@carrassociates.ca,(705)792-5481,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyZqDYAU,False,,24624002,003G0000018f6rWIAQ,0010A000002wOtGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Steven,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
KCGMVX6Q2W

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Steven,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Steven Bakouris
Code: 23328, 39595, F7627, F7626

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to steven@springleaf.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-17T21:30:58.000+0000,False,False,005OH0000071DK9YAM,2025-12-17T21:30:58.000+0000,005OH0000071DK9YAM,2025-12-17T21:30:59.000+0000,005OH0000071DK9YAM,2025-12-17T21:30:59.000+0000,(306)993-1828,(306) 533-8876,steven@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyaBCYAY,False,,24626258,0035o000007c5lVAAQ,0015o000008IfXWAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:29:02.000+0000,False,False,005OH00000BfjndYAB,2025-12-17T22:29:02.000+0000,005OH00000BfjndYAB,2025-12-17T22:29:03.000+0000,005OH00000BfjndYAB,2025-12-17T22:29:03.000+0000,(250)784-4176,,carina@titanfinancial.ca,(250)784-4176,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyaO7YAI,False,,24625903,0030A0000029Y0iQAE,0010A000002vxWVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Workspace registration.
********************
Hi Bashir , thank you for contacting the workspace support today.

To recap our call, we got you registered for workspace , you also mentioned your contact information please have it updated in APEXA, if that has been done already, please provide a screenshot of the update within APEXA and we can ensure the update reflects correctly in our systems.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T22:33:27.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T22:17:51.000+0000,005OH00000BFQFCYA5,2025-12-17T22:53:24.000+0000,005OH00000BFQFCYA5,2025-12-17T22:53:24.000+0000,(403)730-7620,,invest4u@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyaXkYAI,False,,24622182,003G0000018f6rjIAA,0010A000002wOtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Adress formating issue in Workspace - WSL,Medium,"Adress formating issue in Workspace


The user below submitted several policies that have an address formatting issue. 

Address format issue for all the policies included in the intake form. The address needs to be changed from 4385 TSSE DES CHENES ST-ANT-DE-TIL, QC G0S 2C0 to 4385 TERRASSE DES CHENES ST-ANTOINE DE TILLY QC ST-ANT-DE-TIL, QC G0S 2C



======================emails===============================

Bonjour Patricia,
Nous avons reçu une mise à jour et l'adresse a maintenant été corrigée. S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.
Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à workspacesupport@canadalife.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.

Merci, 
Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-888-999-4516  
C: Soutien_EspaceAffaires@canadavie.com



Bonjour Patricia, 

Votre demande a été transmis à notre équipe des responsables des services de l’Espace affaires. Cette équipe prendra désormais en charge le problème, y compris tous les suivis et mises à jour.

Vous n’avez aucune autre mesure à prendre pour le moment. Notre équipe communiquera directement avec vous si des renseignements supplémentaires sont nécessaires et vous tiendra informé de l’évolution du dossier.

Si vous avez des questions entre-temps, veuillez répondre à ce courriel et nous serons heureux de vous aider.

Merci de votre patience et de votre collaboration pour résoudre cette situation.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 


Hi @Workspace Service Leaders,

The user below submitted several policies that have an address formatting issue. 

Address format issue for all the policies included in the intake form. The address needs to be changed from 4385 TSSE DES CHENES ST-ANT-DE-TIL, QC G0S 2C0 to 4385 TERRASSE DES CHENES ST-ANTOINE DE TILLY QC ST-ANT-DE-TIL, QC G0S 2C

Thank you 😊


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Patricia Poirier <patricia@groupezelta.com> 
Sent: Thursday, December 18, 2025 1:48 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Denis Maltais et Lucie Fortin : adresse bizarrement inscrites - C24622182

Bonjour , Svp utiliser 4385 Tsse Des Chênes ST-ANT-DE-TIL, QC G0S 2C0 CANADA Prendre rendez-vous directement dans mon agenda en ligne en cliquant ICI. Les rendez-vous seront principalement en vidéoconférence sécurisée via Microsoft TEAMS ou
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour , 
Svp utiliser      
4385 Tsse Des Chênes
ST-ANT-DE-TIL, QC G0S 2C0
CANADA





Bonjour Patricia, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Il y a un nombre maximal de caractères qui peut être utilisés dans les systèmes de Canada vie pour les adresses. Le siège social ne pourra donc pas faire une correction pour inscrire l’adresse au complet (4385, Terrasse des Chênes, Saint-Antoine-de-Tilly, Québec, G0S 2C0)

Il serait donc préférable de faire corriger l’adresse plus courte pour qu’elle soit la même que l’adresse plus longue ici-bas.

Pouvez-vous confirmer si ce compromis vous convient? 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: Patricia Poirier <patricia@groupezelta.com> 
Sent: Tuesday, December 16, 2025 6:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Denis Maltais et Lucie Fortin : adresse bizarrement inscrites

Bonjour, Svp corriger pour que l’adresse soit uniforme. 4385, Terrasse des Chênes, Saint-Antoine-de-Tilly, Québec, G0S 2C0 https: //workspace. canadalife. com/workspace/s/account/0010A000005S42TQAS/lucie-fortin et https: //workspace. canadalife. com/workspace/s/account/0010A000005S63JQAS/denis-maltais
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 
Svp corriger pour que l’adresse soit uniforme. 

4385, Terrasse des Chênes, Saint-Antoine-de-Tilly, Québec, G0S 2C0

https://workspace.canadalife.com/workspace/s/account/0010A000005S42TQAS/lucie-fortin
et 
https://workspace.canadalife.com/workspace/s/account/0010A000005S63JQAS/denis-maltais
 

Et  


Prendre rendez-vous directement dans mon agenda en ligne en cliquant ICI.
Les rendez-vous seront principalement en vidéoconférence sécurisée via Microsoft TEAMS ou en personne si nous le prévoyons d'avance.  

Patricia Poirier, 
Conseillère en sécurité financière et 
Conseillère en assurance et rentes collectives
Zelta Conseils – Cabinet de services financiers
Représentante en investissement
Services d'investissement Quadrus ltée.

NOUS AVONS DÉMÉNAGÉ : 
1220 Lebourgneuf, bureau 250, 
Québec (Québec)
G2K 2G4

Zelta Conseils – Cabinet de services financiers

Bureau : (581) 703-3188
Fax : (888) 466-4426
Cellulaire : (418) 931-8552
patricia@groupezelta.com
https://www.groupezelta.com/

Si vous ne souhaitez plus recevoir de courriels de ma part, veuillez répondre au présent courriel en indiquant « Désabonnement » dans l’objet. If you no longer want to receive emails from me, please reply with “Unsubscribe” in the subject line.
Le Contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2026-01-02T18:20:06.000+0000,False,False,0055o000001zVCKAA2,2025-12-17T20:58:28.000+0000,0055o000001zVCKAA2,2026-01-02T18:20:06.000+0000,0055o000001zVCKAA2,2026-01-02T18:20:06.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyachYAA,False,,24626617,0035o000004q6h9AAA,0015o000005OhKzAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:41:05.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T22:41:05.000+0000,005OH000002iJPDYA2,2025-12-17T22:41:05.000+0000,005OH000002iJPDYA2,2025-12-17T22:41:05.000+0000,(778)223-9965,6043393931,weina.zhang@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hydc4YAA,False,,24626115,0035o000007aTF3AAM,0015o000008GwTWAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:24:10.000+0000,False,False,005OH00000BfjndYAB,2025-12-17T22:24:10.000+0000,005OH00000BfjndYAB,2025-12-17T22:24:11.000+0000,005OH00000BfjndYAB,2025-12-17T22:24:11.000+0000,(604)562-4704,,jagturna@westgroupfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hydnKYAQ,False,,24623207,003G0000018f6uvIAA,0010A000002wOwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:16:03.000+0000,False,False,0055o000002KxaMAAS,2025-12-17T21:16:03.000+0000,0055o000002KxaMAAS,2025-12-17T21:16:03.000+0000,0055o000002KxaMAAS,2025-12-17T21:16:03.000+0000,(403)614-5128,(403) 614-5128,roger@broekefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyfFfYAI,False,,24623634,003OH00000SdcJzYAJ,001OH00000YrXf8YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Workspace registration 
*******************
Hi Len , thank you for contacting the workspace support today.

To recap our call, I assisted you with your second and final step of your registration for MGA workspace. To confirm you are a dual user you have a Direct (Advisor Solutions) and IN-direct (MGA).

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T21:51:44.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T21:23:34.000+0000,005OH00000BFQFCYA5,2025-12-17T21:51:44.000+0000,005OH00000BFQFCYA5,2025-12-17T21:51:44.000+0000,(705)297-5379,,len@lendfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyfh3YAA,False,,24621969,003OH00000Uhye3YAB,001OH00000bSFwbYAG,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"****DDS****12/17/25 

KB0017316
User does received an activation code for registration - referred user to DM to obtain their registration letter 
============================================================================================= 
 
****Email Chain****

Good afternoon John,

Thank you for contacting Workspace Support regarding your activation code for Workspace registration.

Please contact Distribution Methodology via email: Distribution_Methodology@canadalife.com to obtain your registration letter which will contain an activation code for registration.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: John Barrows <john@cameronagencies.ca> 
Sent: December 17, 2025 11:52 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Account setup issues

Good afternoon, I am having problems setting up workspace account. My selling code is- H7173 I never received a activation code is where I am running into issues for creating the account Please let me know the next nessiary steps. Thank you. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon,

I am having problems setting up workspace account.

My selling code is- H7173

I never received a activation code is where I am running into issues for creating the account

Please let me know the next nessiary steps.

Thank you.

John

John Barrows
Cameron Agencies
P 204.522.3285
F 204.522.3536
Email: John@cameronagencies.ca",True,2025-12-17T20:55:01.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T20:55:01.000+0000,005OH0000097FtCYAU,2025-12-17T21:06:17.000+0000,005OH0000097FtCYAU,2025-12-17T21:06:17.000+0000,(204)522-3285,,john@cameronagencies.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyfp9YAA,False,,24622598,0035o000003AHNsAAO,0015o000003ojO6AAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:05:50.000+0000,False,False,005OH000003ds0PYAQ,2025-12-17T21:05:50.000+0000,005OH000003ds0PYAQ,2025-12-17T21:05:51.000+0000,005OH000003ds0PYAQ,2025-12-17T21:05:51.000+0000,(613)354-2152,,treid@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyhqwYAA,False,,24622902,003G0000018f7wCIAQ,0010A000002wQ2NQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Error (ERR-W1283),Medium,"NAME: SHIRLEY JACUZZI 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: F3667/LL36576
PHONE: +15195663662
EMAIL: sjacuzzi@breadthconsulting.com 
 
ISSUE: 
User is having trouble logging in (ERR-W1283) 
 
FINDINGS:
KB0017399 
User’s account is showing that it is not locked so they shouldn’t be getting that error message.
 
TROUBLESHOOTING/RESOLUTION:
Advised user to clear the cache and cookies and try again
This resolved the issue
 
 
EMAIL:
 
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello Sherley.
Thank you for contacting Workspace Support about the error you are facing with logging in.
On the call today, we walked through some basic troubleshooting steps such as clearing your cache and cookies for your browser that resolved your issues.
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-17T21:20:29.000+0000,False,False,005OH00000BGf2TYAT,2025-12-17T21:10:52.000+0000,005OH00000BGf2TYAT,2025-12-17T21:20:29.000+0000,005OH00000BGf2TYAT,2025-12-17T21:20:29.000+0000,(519)966-4400,(519) 566-3662,sjacuzzi@breadthconsulting.com,(519)966-3400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyhxPYAQ,False,,24622530,0030A0000029fMoQAI,0010A000002w3akQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client List Report,Medium,"***DDS*** 12/17/25
Name:   Becky Brenner
Phone: 
Agent code: H4092, H4093, H4469
Reference: KB0021915 & Call Assist

Hello Becky,

Thank you for contacting the Workspace support group regarding Client List reporting.

Clients aren't aligned to corp codes. For commission information you need to get that from your MGA.  It's not provided by Workspace.
 
You can create a report in Workspace and edit the filters to get the data you are looking for.  (Client list report job aid attached.)

 

If the Report doesn't contain the specifics they're looking for, they can request a specific report from BusinessReporting@canadalife.com.


We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 16, 2025 9:46 PM
To: Campbell & Haliburton life Insurance <life@mych.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Stephenson, Jeff <Jeff.Stephenson@advicecanada.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: client listing for H4092 (or sub accounts, if that's were they are stored)

Hi Becky.

I am including @CL Workspace Support in this email to assist you.

Thank you



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Campbell & Haliburton life Insurance <life@mych.ca> 
Sent: December 12, 2025 4:39 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Stephenson, Jeff <Jeff.Stephenson@advicecanada.com>
Subject: [EXT] client listing for H4092 (or sub accounts, if that's were they are stored)

I am trying to do a year-end client reconciliation for the executive team of Campbell & Haliburton but I am still having difficulty understanding how to obtain those through the Workspace portal. I need to have access to the clients that
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
I am trying to do a year-end client reconciliation for the executive team of Campbell & Haliburton but I am still having difficulty understanding how to obtain those through the Workspace portal. 

I need to have access to the clients that are held under the following codes (main corp code for commissions and our selling sub-agents).
H4092 – C&H corp code
H4093 – Becky code for support of C&H code
H4469 – Harrison Atkinson, employee of C&H

I am happy to run these reports myself but would need ot be shown how to accomplish that. 
Thank you!

Becky Brenner
Independent Life Insurance Agent
Team Lead
Book a Meeting with the Life Division here
 
E:  life@mych.ca
C:  306-539-3483
P:  306-757-0621
W:  www.mych.ca

We sincerely value your feedback as we continuously strive to improve our services. Whether you have suggestions for improvement or want to share a positive experience, we’d love to hear your thoughts. Your input is crucial to helping us provide the best possible service. If you feel we delivered a 5-star experience, please consider leaving us a Google review. https://g.page/r/CQVywwpuybclEAI/review 
Thank you again for your support!",True,2025-12-17T21:04:42.000+0000,False,False,005OH00000BGeeHYAT,2025-12-17T21:04:42.000+0000,005OH00000BGeeHYAT,2025-12-17T21:17:30.000+0000,005OH00000BGeeHYAT,2025-12-17T21:17:30.000+0000,(306)539-3483,(306) 539-3483,becky@5thefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyj7yYAA,False,,24624167,0030A0000029kR8QAI,0010A000002w7mmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:34:03.000+0000,False,False,0055o000001NWfMAAW,2025-12-17T21:34:03.000+0000,0055o000001NWfMAAW,2025-12-17T21:34:04.000+0000,0055o000001NWfMAAW,2025-12-17T21:34:04.000+0000,(647)984-2100,,charanjitsaroa@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyjSvYAI,False,,24622713,0030A00000BAT6eQAH,0010A00000BklteQAB,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0055o000001t1uPAAQ,2025-12-17T21:07:47.000+0000,0055o000001t1uPAAQ,2026-02-05T21:29:32.000+0000,0055o000001t1uPAAQ,2026-02-05T21:29:32.000+0000,(647)871-6883,,maggiewu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyjZNYAY,False,,24622728,0030A0000029nINQAY,0010A000002wABfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing Successor Holder in Workspace - WSL - INC1942775,Medium,"Missing Successor Holder in Workspace


=====================================================================================
Email Chain

Hello Karl,

The issue with the missing successor holder information for this policy has now been resolved. Please let us know if you have any other questions or issues regarding Workspace and we will gladly assist. 

If you have a moment, we would greatly appreciate if you could please take a few seconds and fill out our survey. It is very short and provides us much needed feedback for the platform.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.
Jonathan V
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
   

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 18, 2025 1:00 PM
To: Koraen, Anita <Anita.Koraen@canadalife.com>
Cc: Karl Jung <karl@jungfinancialservices.com>
Subject: RE: KAKAHIE LEILA SINNEN 411273980 - C24622728

Hi, Anita and Karl, 

We’ve reviewed your request, and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action currently. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 




From: Koraen, Anita <Anita.Koraen@canadalife.com> 
Sent: Wednesday, December 17, 2025 4:16 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Karl Jung <karl@jungfinancialservices.com>
Subject: RE: KAKAHIE LEILA SINNEN 411273980 - C24622728

Hello Carl

The successor holder was added on Dec 09.

Kind regards

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.

Anita Koraen 
Sr. Customer Service Specialist
Canadian Operations | Wealth
anita.koraen@canadalife.com | Phone: (519) 435-4106 


 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: CL Workspace Support 
Sent: December 17, 2025 4:09 PM
To: Koraen, Anita 
Cc: Karl Jung 
Subject: RE: KAKAHIE LEILA SINNEN 411273980 - C24622728

Hi Karl and Anita, 

Thank you for contacting Workspace Support. 

Anita, can you confirm if the successor holder was added recently and if so when it was added in the system? 



If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


Warm Regards, 

Carl D.   
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 








From: Koraen, Anita <Anita.Koraen@canadalife.com> 
Sent: Wednesday, December 17, 2025 10:43 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Karl Jung <karl@jungfinancialservices.com>
Subject: FW: KAKAHIE LEILA SINNEN 411273980


Hello Workspace

Would you please assist in including the Successor Holder information on Workspace. As per the below email from the advisor, Karl Jung, it is not showing on Workspace.

Kind regards

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.

Anita Koraen 
Sr. Customer Service Specialist
Canadian Operations | Wealth
anita.koraen@canadalife.com | Phone: (519) 435-4106 


 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Koraen, Anita 
Sent: December 17, 2025 10:37 AM
To: 'Karl Jung' <karl@jungfinancialservices.com>; VanMeer, Tina <tina.vanmeer@canadalife.com>
Subject: RE: CL RIF 310138265 KAKAHIE LEILA SINNEN 411273980

Hello Karl

I will forward this to Workspace and copy you. This is what shows on our system for the TFSA.

 


Kind regards

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.

Anita Koraen 
Sr. Customer Service Specialist
Canadian Operations | Wealth
anita.koraen@canadalife.com | Phone: (519) 435-4106 


 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Karl Jung <karl@jungfinancialservices.com> 
Sent: December 17, 2025 9:43 AM
To: Koraen, Anita <Anita.Koraen@canadalife.com>; VanMeer, Tina <tina.vanmeer@canadalife.com>
Subject: [EXT] RE: CL RIF 310138265 KAKAHIE LEILA SINNEN

Morning Tina & Anita Here’s how it displays on W/S and there is no mention of Successor Holder unlike how my other clients display who have a S/H in place Also under contingent beneficiary the correct spelling is Diandra not Dianore Could
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd
Morning Tina & Anita

Here’s how it displays on W/S and there is no mention of Successor Holder unlike how my other clients display who have a S/H in place

 


From: Koraen, Anita 
Sent: Wednesday, December 17, 2025 4:44 AM
To: VanMeer, Tina <tina.vanmeer@canadalife.com>
Cc: Karl Jung <karl@jungfinancialservices.com>
Subject: RE: CL RIF 310138265 KAKAHIE LEILA SINNEN

Hello Tina

I am confirming that the TFSA is showing Mohamed Sinnen as the Successor Holder.

Kind regards

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy.

Anita Koraen 
Sr. Customer Service Specialist
Canadian Operations | Wealth
anita.koraen@canadalife.com | Phone: (519) 435-4106 


 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2026-01-30T15:14:17.000+0000,False,False,005OH000002iN7pYAE,2025-12-17T21:07:59.000+0000,0055o000001zVCKAA2,2026-01-30T15:14:17.000+0000,005OH000002iN7pYAE,2026-01-30T15:14:17.000+0000,(604)886-2691,,karl@jungfinancialservices.com,(604)886-3014,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyk2SYAQ,False,,24624318,003OH00000M9ATPYA3,001OH00000QuqVHYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica Registration,Medium,"NAME: David Coey
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: 
ADVISOR NAME: 
PHONE: 
EMAIL: dcoey.ren83@primerica.com 
 
ISSUE: 
User keeps getting error message W2310 when they try to activate their account 
 
FINDINGS:
User registered using a wrong email.
KB0023745 - they can update it through the link on the page
 
TROUBLESHOOTING/RESOLUTION:
Advised user to select the link there to update their email address. 
User was able to update their email and sign in
Their activation code worked

 
EMAIL:
 
--------------------------------------***DDS DEC/17/2025***--------------------------
Hello David,
Thank you for contacting Workspace Support about your account registration.
On the call today, we found that the issue you were facing with your registration stemmed from the wrong email address being used to register. We successfully updated your email on the call and activated your account. You confirmed you were successfully signed in.
Let me know if you have any more questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-17T21:39:01.000+0000,False,False,005OH00000BGf2TYAT,2025-12-17T21:37:13.000+0000,005OH00000BGf2TYAT,2025-12-17T21:54:23.000+0000,005OH00000BGf2TYAT,2025-12-17T21:54:23.000+0000,(250)516-5979,,davidjohncoey@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hykDkYAI,False,,24623896,0030A0000029fFCQAY,0010A000002w3TDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:28:42.000+0000,False,False,0055o000001NWfMAAW,2025-12-17T21:28:42.000+0000,0055o000001NWfMAAW,2025-12-17T21:28:42.000+0000,0055o000001NWfMAAW,2025-12-17T21:28:42.000+0000,(416)818-3334,,greenlifefinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hykP4YAI,False,,24623514,0030A0000029lZKQAY,0010A000002w8iOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Switch,Medium,"***DDS**

User changing Authenticator to new phone - Verified and disconnected and then talked through relink on new phone

Florencio Manzano - manzanofinancial@gmail.com
E7723, 86391
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001pBnzAAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%252F0035o000004HBRyAAO%26cntc%3D0035o000004HBRyAAO%26id%3D0055o000001pBnzAAE%26appLayout%3Dsetup%26tour%3D%26sfdcIFrameOrigin%3Dhttps%253A%252F%252Flifeco.my.salesforce-setup.com%26sfdcIFrameHost%3Dweb%26nonce%3D7b6781cb60db863cdaaccc508c244fc0218e6990ced996f9ff26a90af16a9a45%26ltn_app_id%3D%26clc%3D1%26isDeleteRedirect%3Dtrue


email=============

Good afternoon Florencio,

Thank you for reaching out to Workspace Support regarding this login issue. I’m glad we got the authenticator set up, got you logged in, out and back in again.

I'm so glad I was able to help you today. I'd super appreciate it if you wouldn't mind taking less than a minute to just share feedback on how I helped you today in our survey. Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Jason M.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations   
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T21:48:43.000+0000,False,False,005OH0000064XtBYAU,2025-12-17T21:21:21.000+0000,005OH0000064XtBYAU,2025-12-17T21:48:43.000+0000,005OH0000064XtBYAU,2025-12-17T21:48:43.000+0000,(780)498-6803,,manzanofinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hykX7YAI,False,,24624073,003OH00000M95DpYAJ,001OH00000Qun5nYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica Registration Issue,Medium,"#Primerica Registration Issue

Hi Ronald, 

Thank you for contacting Workspace Support.  

Please follow the steps below to complete your login: 
1.	Go to the following login page: https://workspace.canadalife.com/s/login/?language=en_US ( Enter your email address then click on Continue)
2.	Enter your password and click on Continue 
3.	After entering your password, you will be asked for a verification code. This code comes from your Multi-Factor Authentication (MFA) app (such as Microsoft Authenticator or Google Authenticator) that you set up during registration. 
a.	Please note:  You will not receive this code by email. It must be retrieved from your authenticator app. Once you enter the MFA code, you will be logged in to Workspace. If you have forgotten your password, click Forgot Your Password? on the login page and follow the instructions. 


Once you are done, you will be able to link your account and enter your activation code that was provided to you by email in your Registration Letter. If you can’t find your activation email search your emails with the following keywords “Welcome to Canada Life — Register for Workspace “


 


Let us know if this resolves your issue. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 





From: Hwang, Lewis [PRI-1PP] <Lewis.Hwang@Primerica.Com> 
Sent: Wednesday, December 17, 2025 3:03 PM
To: RALMEIDA.CV811@PRIMERICA.COM; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mahajan, Mudit [PRI-CAN] <Mudit.Mahajan@primerica.com>; Pong, Elliot <Elliot.Pong@canadalife.com>
Subject: [EXT] RE: CANADA LIFE REGISTRATION

Hi Canada Life Workspace Support Could you help our rep on technical support? Lewis From: Mahajan, Mudit [PRI-CAN] <Mudit. Mahajan@ primerica. com> Sent: Wednesday, December 17, 2025 2: 32 PM To: Hwang, Lewis [PRI-1PP] <Lewis. Hwang@ Primerica. Com>;
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Canada Life Workspace Support

Could you help our rep on technical support?

Lewis

From: Mahajan, Mudit [PRI-CAN] <Mudit.Mahajan@primerica.com> 
Sent: Wednesday, December 17, 2025 2:32 PM
To: Hwang, Lewis [PRI-1PP] <Lewis.Hwang@Primerica.Com>; RALMEIDA.CV811@PRIMERICA.COM
Subject: FW: CANADA LIFE REGISTRATION

Hi Lewis,
Please help Roland. Please see below email and request.

Wishing you the best!
Mudit

From: ROLAND ALMEIDA <RALMEIDA.CV811@PRIMERICA.COM> 
Sent: Wednesday, December 17, 2025 11:29 AM
To: Mahajan, Mudit [PRI-CAN] <Mudit.Mahajan@primerica.com>
Subject: Fwd: CANADA LIFE REGISTRATION

I have sent 2 emails to Marketing  and a copy to Agency Support, however I have not received any response to my request email as indicated below . Now I have been guided
to resend it to you for your assistance. Please assist.
Regards

Roland Almeida CV811

You are receiving this message from Roland Almeida ( Snr.Reg.Rep&Alt.Br.Mgr) on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd (collectively ""Primerica""), branch office located at 104/1001 Denison St,Markham, L3R2Z6.I can be reached at 905 604 7066.

________________________________________
From: ""ROLAND ALMEIDA"" <RALMEIDA.CV811@PRIMERICA.COM>
To: ""Canada Marketing"" <Canada_Marketing@Primerica.com>
Cc: ""canada agencysupport"" <canada_agencysupport@primerica.com>
Sent: Thursday, December 11, 2025 11:12:41 AM
Subject: CANADA LIFE REGISTRATION

Good Morning,
I have been trying to get registered with Canada life, however they have been trying to send me the 6 digit code to proceed, but the email with the code is not
being delivered at my primerica email ralmeida.cv811@primerica.com. We tried Edge as well as Chrome and checked all Junk and Spam files. Would appreciate your help. Canada Life 
has requested to have our email admin to check and  WHITELIST  their email account "" no-reply@canadalife.com.
Regards

CV811

You are receiving this message from Roland Almeida ( Snr.Reg.Rep&Alt.Br.Mgr) on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd (collectively ""Primerica""), branch office located at 104/1001 Denison St,Markham, L3R2Z6.I can be reached at 905 604 7066.

If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-19T20:58:57.000+0000,False,False,0055o000001zVCKAA2,2025-12-17T21:32:08.000+0000,0055o000001zVCKAA2,2025-12-19T20:58:57.000+0000,0055o000001zVCKAA2,2025-12-19T20:58:57.000+0000,(416)386-1019,,ralmeida.cv811@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hylHqYAI,False,,24623458,0030A000008WAhlQAG,0010A000009QUi2QAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:20:09.000+0000,False,False,005OH00000865wTYAQ,2025-12-17T21:20:09.000+0000,005OH00000865wTYAQ,2025-12-17T21:20:10.000+0000,005OH00000865wTYAQ,2025-12-17T21:20:10.000+0000,(780)328-2562X107,,katie@personalizedwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hymCJYAY,False,,24624180,0035o0000068aSiAAI,0015o000006h4OLAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:34:13.000+0000,False,False,005OH000003ds0PYAQ,2025-12-17T21:34:13.000+0000,005OH000003ds0PYAQ,2025-12-17T21:34:13.000+0000,005OH000003ds0PYAQ,2025-12-17T21:34:13.000+0000,(705)525-1177X28506,,taylorlafleche@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hymIlYAI,False,,24624058,003OH00000PdCMPYA3,001OH00000VBY1RYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:31:53.000+0000,False,False,0055o000001NWfMAAW,2025-12-17T21:31:53.000+0000,0055o000001NWfMAAW,2025-12-17T21:31:53.000+0000,0055o000001NWfMAAW,2025-12-17T21:31:54.000+0000,(647)534-4444,,ratansamuel@raeunited.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hymIoYAI,False,,24625370,0030A000008pIBGQA2,0010A000009k66vQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"***DDS Dec.17/2025***
Advisor was having issues accessing his Workspace account and was getting the Error: ERR-W1284. Authenticated the user and did a logmein session, Followed KB0020562 and had the registration email resent to the user's email for him to hit the verify now button. From there connected the the Microsoft Authenticator to the user's mobile device and he was able to log in/log out and log back in successfully.

REF KB: KB0020562 

*****Email*****
Hello Quoc,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding your Workspace access issue.

During our call, we were able to resend the registration email that included the “Verify Now” link.
From there, we connected the Microsoft Authenticator to your Workspace account.
As a reminder, whenever you log in to your Workspace account, please open the Microsoft Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey using this link https://advisorynetwork.swoogo.com/idfeedback.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T22:45:07.000+0000,False,False,005OH00000BFQFBYA5,2025-12-17T22:02:55.000+0000,005OH00000BFQFBYA5,2025-12-17T22:45:08.000+0000,005OH00000BFQFBYA5,2025-12-17T22:45:08.000+0000,(604)657-7097,,quoctrujc@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hymp2YAA,False,,24626828,0035o000006Z3xUAAS,0015o0000075SCGAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:47:58.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T22:47:58.000+0000,005OH000002iJPDYA2,2025-12-17T22:47:58.000+0000,005OH000002iJPDYA2,2025-12-17T22:47:58.000+0000,(778)837-3615,,vanessaxu@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hynjTYAQ,False,,24624360,003G0000018f796IAA,0010A000002wPCPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,"intake form submitted 

**EMAIL**

Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Corey Ravenda
Code: 31675, 18512

Please email it to corey.ravenda@crwfinancialgroup.com",True,2025-12-17T21:38:09.000+0000,False,False,005OH0000071DK9YAM,2025-12-17T21:38:09.000+0000,005OH0000071DK9YAM,2025-12-17T21:38:10.000+0000,005OH0000071DK9YAM,2025-12-17T21:38:10.000+0000,(514)947-3756,(514) 947-3756,corey.ravenda@crwfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyoSiYAI,False,,24626569,0035o000006d4J2AAI,0015o000007CMHXAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:39:41.000+0000,False,False,005OH00000BfonJYAR,2025-12-17T22:39:41.000+0000,005OH00000BfonJYAR,2025-12-17T22:39:41.000+0000,005OH00000BfonJYAR,2025-12-17T22:39:41.000+0000,(604)807-1025,,tajvir@ifreedom.ca,(888)607-8850,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyqRGYAY,False,,24626205,0030A000007UuVMQA0,0010A000008MlCvQAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****12/19/25 

Merge has been completed by CIS
User has been informed.

****DDS****12/17/25 

Verified SF and CoPilot, user has 3 profiles and there is no CIS data to correct
Sent email to CIS to resolve merge issue. 
============================================================================================= 
 
****Email Chain****

Bonjour Veronique,

Une correction a été appliquée et vous devriez voir les deux comptes fusionner dans l’Espace Affaires dans environ 2-4 jours ouvrables. Si vous voyez toujours deux comptes afficher pour le même client, veuillez-nous le faire savoir. Nous serons heureux d’examiner cela plus en détail pour vous.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 17, 2025 3:49 PM
To: Larouche, Veronique <Veronique.Larouche@canadalife.com>
Subject: RE: Fusion de profil Carlos Socorro Araujo - Cas 24626205

Bonsoir Veronique,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires à propos d’une fusion de compte.

J’ai transmis ce dossier à un spécialiste pour enquêter là-dessus et je vous tiendrai au courant dès qu’il y aura du nouveau.



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Larouche, Veronique <Veronique.Larouche@canadalife.com> 
Sent: December 9, 2025 10:01 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Safavi, Seyed <abdollah.safavi@safavifinancial.com>
Subject: Fusion de profil Carlos Socorro Araujo

Bonjour,
Serait-il possible de fusionner ce client svp .

Compte: CARLOS SOCORRO ARAUJO
Compte: CARLOS SOCORRO ARAUJO


Véronique Larouche
Associé Soutien aux Conseillers / Advisor Support Associate
Courriel : veronique.larouche@canadalife.com
Téléphone : 819 307-1362


 

Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-19T19:40:05.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T22:27:12.000+0000,005OH0000097FtCYAU,2025-12-19T19:40:06.000+0000,005OH0000097FtCYAU,2025-12-19T19:40:06.000+0000,(514)617-3119,(514) 467-8491,abdollah.safavi@safavifinancial.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyqawYAA,False,,24626228,0035o000007ahX2AAI,0015o000008HBQNAA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:27:51.000+0000,False,False,005OH00000BfjndYAB,2025-12-17T22:27:51.000+0000,005OH00000BfjndYAB,2025-12-17T22:27:51.000+0000,005OH00000BfjndYAB,2025-12-17T22:27:51.000+0000,(604)961-7210,,jhawar702@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyqqzYAA,False,,24624078,0030A0000029fXMQAY,0010A000002w3hpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T21:32:15.000+0000,False,False,00516000007Qeg2AAC,2025-12-17T21:32:15.000+0000,00516000007Qeg2AAC,2025-12-17T21:32:15.000+0000,00516000007Qeg2AAC,2025-12-17T21:32:15.000+0000,(416)693-6781,(416) 618-9229,sjollyfinancial@sympatico.ca,(416)699-5597,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyriGYAQ,False,,24625289,003OH00000WaPDlYAN,001OH00000e15wfYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect,Medium,"Advisor has questions about an application.
********************

Hi Lukas , thank you for contacting the workspace support today.

To recap our call, you had a question about the health and lifestyle questionnaire. Your regional sales associate would be the best point of contact maria.davis@canadalife.com 

If you are having any issues, please let me know in your response




Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T22:11:41.000+0000,False,False,005OH00000BFQFCYA5,2025-12-17T22:00:29.000+0000,005OH00000BFQFCYA5,2025-12-17T22:11:42.000+0000,005OH00000BFQFCYA5,2025-12-17T22:11:42.000+0000,(905)536-5103,,lukasolach24@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hys9iYAA,False,,24626211,003OH00000M91LMYAZ,001OH00000QuxBcYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Login Issue,Medium,"#Primerica - Login Issue

User needed help to finish their registration for Workspace. 



Hi Diane, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you with your Workspace login issue.

If you have any other issues, don’t hesitate to communicate with us by email or by giving us a call.

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T22:37:53.000+0000,False,False,0055o000001zVCKAA2,2025-12-17T22:27:19.000+0000,0055o000001zVCKAA2,2025-12-22T15:21:56.000+0000,0055o000001zVCKAA2,2025-12-22T15:21:56.000+0000,(780)225-2466,,diane.savage@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hysBMYAY,False,,24626478,0035o0000077f7RAAQ,0015o000007lulwAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:36:40.000+0000,False,False,005OH00000BfonJYAR,2025-12-17T22:36:40.000+0000,005OH00000BfonJYAR,2025-12-17T22:36:41.000+0000,005OH00000BfonJYAR,2025-12-17T22:36:41.000+0000,(604)446-2288,,cdhomefinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hytFRYAY,False,,24625728,003G000001vcHHLIA2,0010A000002wT42QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****12/17/25 

KB0020913
Profiles corrected in the system and prompt should be present for merge.
 
============================================================================================= 
 
****Email Chain****

Good day Ellen,

Thank you for contacting the Workspace Support Team with the merge issue below. 

I’ve amended the client’s accounts in our system; you should find that the merge prompt appears in Workspace in 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.



We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 9, 2025 8:09 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Ellen Goldenberg (ellen@ northstonewealth. com) has submitted a merge issue. Client details: First name: William Middle name (if applicable): Justin Last name: Macnab DOB: January 21, 1991 Policy Number(s): 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Ellen Goldenberg (ellen@northstonewealth.com) has submitted a merge issue.
 
Client details:
First name: William
Middle name (if applicable): Justin
Last name: Macnab
DOB: January 21, 1991
Policy Number(s): 60923212T, 110264299, F010651849, F735061956, 8425554-0
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000iXW1ZYAW/william-j-macnab?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000AuwpJQAR/william-justin-macnab?tabset-15dae=3
URL 3: 
URL 4: 
Additional details:",True,2025-12-17T22:16:23.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T22:12:59.000+0000,005OH0000097FtCYAU,2025-12-17T22:16:23.000+0000,005OH0000097FtCYAU,2025-12-17T22:16:23.000+0000,(647)260-2501,(416) 706-4102,vince@northstonewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hytyeYAA,False,,24627043,0030A0000029hk0QAA,0010A000002w5ZgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:56:03.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T22:56:03.000+0000,005OH000002iJPDYA2,2025-12-17T22:56:03.000+0000,005OH000002iJPDYA2,2025-12-17T22:56:03.000+0000,(604)438-3699,(778) 706-1121,karenliao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyuJYYAY,False,,24625985,0035o000007VAJnAAO,0015o000008BehpAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:20:16.000+0000,False,False,005OH00000BfjndYAB,2025-12-17T22:20:16.000+0000,005OH00000BfjndYAB,2025-12-17T22:20:16.000+0000,005OH00000BfjndYAB,2025-12-17T22:20:16.000+0000,(250)265-5008,,shannon.glasheen@kscu.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyvc9YAA,False,,24624923,003G0000018f6xFIAQ,0010A000002wOztQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****12/17/25 

KB0022614
Checked SF and CoPilot, Corporation name mismatch. User advised to contact HOs for corporation name correction.
 
============================================================================================= 
 
****Email Chain****

Hello Tricia,

Thank you for contacting Workspace Support regarding the merge issue in Workspace below.

We are unable to merge the accounts as there is a Corporation name mismatch. We’ll have to refer you to the Head Office department below to make this correction. Once Head Office has confirmed completion of the change, it should take effect in Workspace in 5-7 days and allow you to merge the clients together. If you are still unable to complete the merge after the company name change has been confirmed, please follow up with Workspace Support for further investigation.

Insurance: InForceLifeClientServiceLondon@canadalife.com 


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 8, 2025 9:12 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Tricia Nairn (tricia@ securafinancial. com) has submitted a merge issue. Client details: First name: Middle name (if applicable): Last name: DOB: Policy Number(s): E254471T,40580024,40580039,60333652T,60334654T,60477704P,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Tricia Nairn (tricia@securafinancial.com) has submitted a merge issue.
 
Client details:
First name: 
Middle name (if applicable): 
Last name: 
DOB: 
Policy Number(s): E254471T,40580024,40580039,60333652T,60334654T,60477704P, 9543336-4,B543355-2,B654817-3,B705593-7, B747500-8, B747502-1,B781093-4, E108720-0
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000008PZCfQAO/dr-ken-fern-medicine-professional-corporation
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000CzLD0QAN/dr-ken-fern-medicine-professional-corp
URL 3: 
URL 4: 
Additional details: One contact has ""Corp"" rather than ""Corporation"" due to limitations on previous applications/systems.",True,2025-12-17T21:51:00.000+0000,False,False,005OH0000097FtCYAU,2025-12-17T21:51:00.000+0000,005OH0000097FtCYAU,2025-12-17T21:54:55.000+0000,005OH0000097FtCYAU,2025-12-17T21:54:55.000+0000,(613)548-1884,,jeffhancock@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hywTRYAY,False,,24625927,003OH00000XwaL9YAJ,001OH00000gUuS6YAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/17*
----------------
Andrea Jelic 
workspace, not sure what is happening, giving me a hard time to get in, keeps telling me it's invalid 
h8267
err w1281

guided through the login process and setting up their MFA 
guided through setting of the preferences 
user was ok to proceed on their own. 
*email*
----------------

Good afternoon Andrea, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were receiving ERR W1281 while logging into Workspace.  We were able to guide you through logging in and setting up your multifactor authenticator successfully. We also provided some guidance with setting your preferences in NB and you decided to go on without any more assistance. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T01:42:05.000+0000,False,False,005OH000008919xYAA,2025-12-17T22:18:36.000+0000,005OH000008919xYAA,2025-12-18T01:42:05.000+0000,005OH000008919xYAA,2025-12-18T01:42:05.000+0000,(365)833-9659,,andrea.jelic@iaprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyxSiYAI,False,,24626055,0035o000007Z7dcAAC,0015o000008FaCAAA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:22:25.000+0000,False,False,005OH00000BfjndYAB,2025-12-17T22:22:25.000+0000,005OH00000BfjndYAB,2025-12-17T22:22:25.000+0000,005OH00000BfjndYAB,2025-12-17T22:22:25.000+0000,(250)818-2325,,keaton.styles@md.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyy5QYAQ,False,,24628263,0030A0000029d66QAA,0010A000002w1fkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/17*
----------------
FENG DONG
fengying dong
15196
we are having trouble logging into Workspace, we have already entered the email and password. 

they do not know what MFA app to use 
they decided they want to use google authenticator. 
workspace prompted for pw reset
user able to register MFA and log into Workspace 

*email*
----------------
Good afternoon Feng, 

Thank you for contacting the Workspace Support Team with your login inquiry. 

You wanted to log into Workspace and update your authenticator app to google authenticator. We were able to disconnect the app and then you were able to register the app successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T00:05:29.000+0000,False,False,005OH000008919xYAA,2025-12-17T23:52:45.000+0000,005OH000008919xYAA,2025-12-18T00:05:43.000+0000,005OH000008919xYAA,2025-12-18T00:05:43.000+0000,(604)261-2123,(604) 723-4869,cindy_dong@yahoo.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyyDWYAY,False,,24626950,0030A0000029hk0QAA,0010A000002w5ZgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:52:24.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T22:52:24.000+0000,005OH000002iJPDYA2,2025-12-17T22:52:24.000+0000,005OH000002iJPDYA2,2025-12-17T22:52:24.000+0000,(604)438-3699,(778) 706-1121,karenliao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyyYRYAY,False,,24625817,0035o000007VA39AAG,0015o000008BehnAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:15:39.000+0000,False,False,005OH00000BfjndYAB,2025-12-17T22:15:39.000+0000,005OH00000BfjndYAB,2025-12-17T22:15:39.000+0000,005OH00000BfjndYAB,2025-12-17T22:15:39.000+0000,(250)485-0005,,matthew.j.anderson@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hyylMYAQ,False,,24626760,003G0000018f5HsIAI,0010A000002wOMLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace - login error ERR-W1282,Medium,"Workspace - login error ERR-W1282 - KB0020561  

==========================emails===================

We did a password reset and the user was able to login without issues

Hi Rita,

Thank you for contacting Workspace Support.  

I am glad I was able to help you resolve your login issue. 

If you have any additional issues, don’t hesitate to communicate with us. 

Have a wonderful evening!

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T23:08:57.000+0000,False,False,0055o000001zVCKAA2,2025-12-17T22:45:37.000+0000,0055o000001zVCKAA2,2025-12-22T15:30:35.000+0000,0055o000001zVCKAA2,2025-12-22T15:30:35.000+0000,(403)701-8865,,rita@monarchwealthmanagement.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz02NYAQ,False,,24626747,0030A000005iYdxQAE,0010A000006Sly1QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:45:08.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T22:45:08.000+0000,005OH000002iJPDYA2,2025-12-17T22:45:09.000+0000,005OH000002iJPDYA2,2025-12-17T22:45:09.000+0000,(778)321-7459,,jadenchien@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz1kqYAA,False,,24626176,003OH00000MFQwnYAH,001OH00000R27KaYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,SSO FASAT Web and unable to see compensation statements - WSL,Medium,"Issue:  SSO FASAT Web and unable to see compensation statements
KBA: KB0018605
Findings/troubleshooting:  Contracts & Compensation provided steps to access compensation statements. User is not able to see any statements. Checked with Distribution Methodology and their User ID is setup properly. User has FasatWebSSO permission set assignment in Salesforce and iiipggFasatWen in ISAM. 
Email: youri.ronai-hird@vfsfinances.com
Advisor code (if applicable): 	H8900
User ID (if applicable): glenlivet123

=======================emails============================

Hi @Workspace Service Leaders,

Please find attached the intake form for The following issue: 

Issue: Advisor not able to access their compensation statements in FASATWeb. 
Findings: Contracts & Compensation provided steps to access compensation statements. User is not able to see any statements. Checked with Distribution Methodology and their User ID is setup properly. User has FasatWebSSO permission set assignment in Salesforce and iiipggFasatWen in ISAM

Thanks!


 
Carl Dombrowski
Digital Distribution Support Specialist  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 



Bonjour Youri, 

Nous avons examiné votre demande et votre dossier a été transmis à notre équipe des responsables des services Espace affaires. Ils prendront désormais en charge le problème, y compris tous les suivis et mises à jour.

Vous n’avez aucune autre mesure à prendre pour le moment. Notre équipe communiquera directement avec vous si des renseignements supplémentaires sont nécessaires et vous tiendra informé de l’évolution du dossier.

Si vous avez des questions entre-temps, veuillez répondre à ce courriel et nous nous ferons un plaisir de vous aider.

Merci de votre patience et de votre collaboration pour résoudre cette situation.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  




Hi Carl.

We checked the advisor’s TAM Group and they have access to FASATWeb.

 

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: CL Workspace Support 
Sent: January 26, 2026 12:30 PM
To: Distribution Methodology 
Subject: RE: FW: FW: [EXT] accès à mes rapport de rémunération - C24626176

Hi DM, 

Before we escalate this case to our second level, van you confirm Youri is setup properly from your end?



Carl Dombrowski
Digital Distribution Support Specialist 
Canada Operations
carl.dombrowski@canadalife.com 

 

Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




User needs FASATWeb navigation help

Bonjour Youri, 

Est-ce que vous avez envoyé un courriel à CompensationF55-FASAT@canadalife.com tel que mentionne dans notre courriel ci-joint? 

Cette équipe s’occupe des questions de questions de navigation dans WebFASAT


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 




From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Wednesday, January 21, 2026 4:09 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Youri Ronai-Hird <youri.ronai-hird@vfsfinances.com>
Subject: RE: FW: FW: [EXT] accès à mes rapport de rémunération

@CL Workspace Support – please assist the advisor with accessing FASATWeb on Workspace.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Youri Ronai-Hird <youri.ronai-hird@vfsfinances.com> 
Sent: January 19, 2026 4:04 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: Re: FW: FW: [EXT] accès à mes rapport de rémunération

Bonjour non je n'ai reçu aucune nouvelle Le mar. 6 janv. 2026, à 12 h 02, Distribution Methodology <Distribution_Methodology@ canadalife. com> a écrit : L'équipe Workspace vous a-t-elle aidé à accéder à vos commissions sur FASATWeb
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour non je n'ai reçu aucune nouvelle


Bonjour Youri, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Pour les questions de navigation dans WebFASAT, veuillez envoyer un courriel à CompensationF55-FASAT@canadalife.com et cette équipe pourra vous aider. 

Bonne fin de journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: Tax & Accounting, Canada Life <Tax&Accounting@canadalife.com> 
Sent: Tuesday, December 16, 2025 3:16 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: youri.ronai-hird@vfsfinances.com
Subject: FW: FW: [EXT] accès à mes rapport de rémunération

Hi Workspace, 

Can you please assist Youri with navigating FASATWeb. 

Thank you, 
Muhammed Patel  (he/him)
Compensation Accounting Specialist  
Contracts & Compensation  
 

Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.

If your plan administrative services only and Quebec law applies, the benefits referred to in this communication are not under the supervision and control of the ’Autorité des marchés financiers.   

Si votre régime est de type services administratifs seulement (SAS)et que les lois du Québec s’appliquent, les garanties dont il est question dans cette communication ne font pas l’objet d’une surveillance et d’un contrôle de la part de l’Autorité des marchés financiers 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

 

From: Youri Ronai-Hird <youri.ronai-hird@vfsfinances.com> 
Sent: Tuesday, December 16, 2025 2:26 PM
To: Tax & Accounting, Canada Life <Tax&Accounting@canadalife.com>
Subject: Re: FW: [EXT] accès à mes rapport de rémunération

Bonjour Tout est beau jusqu'à l'étape ''du bouton vert'' que je ne vois pas, voici une capture d'écran en pièce jointe Cordialement Le mar. 16 déc. 2025, à 13 h 30, Tax & Accounting, Canada Life <Tax&Accounting@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 

Bonjour

Tout est beau jusqu'à l'étape ''du bouton vert'' que je ne vois pas, voici une capture d'écran en pièce jointe

Cordialement

Le mar. 16 déc. 2025, à 13 h 30, Tax & Accounting, Canada Life <Tax&Accounting@canadalife.com> a écrit :
Voici les étapes à suivre pour récupérer un relevé de commission sur FASATWeb : 
 
• Cliquez sur Rapports dans FASATWeb
• Cliquez sur Référentiel rapports
• Cliquez sur le menu déroulant pour toutes les dates de fin de période
• Cliquez sur le bouton vert pour télécharger le relevé
• Le PDF de la relevée s’ouvrira
• Pour toute question sur la façon d’obtenir l’accès de tiers, veuillez communiquer avec Distribution Methodology par courriel à Distribution_Methodology@canadalife.com. 
 
S'il vous plait me laisser savoir si ceci vous aide!
 
Merci, 
Muhammed Patel  (he/him)
Compensation Accounting Specialist  
Contracts & Compensation  
 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.
 
If your plan administrative services only and Quebec law applies, the benefits referred to in this communication are not under the supervision and control of the ’Autorité des marchés financiers.   
 
Si votre régime est de type services administratifs seulement (SAS)et que les lois du Québec s’appliquent, les garanties dont il est question dans cette communication ne font pas l’objet d’une surveillance et d’un contrôle de la part de l’Autorité des marchés financiers 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
 
From: Youri Ronai-Hird <youri.ronai-hird@vfsfinances.com> 
Sent: Thursday, December 11, 2025 4:31 PM
To: Tax & Accounting, Canada Life <Tax&Accounting@canadalife.com>
Subject: [EXT] accès à mes rapport de rémunération
 
Bonjour Lorsque je me connecte à phasat, je n'ai aucune information sur mes rapport de paie et où trouver mes informations concernant ma rémunération en placement.   merci de bien vouloir faire suite dans les meilleures délais  Cordialement
Bonjour
 
Lorsque je me connecte à phasat, je n'ai aucune information sur mes rapport de paie et où trouver mes informations concernant ma rémunération en placement. 
 
merci de bien vouloir faire suite dans les meilleures délais 
 
Cordialement
-- 
 
 
 
 
 
 
 
 	 
	
 
 
 
 
 
 
 
 
 
 
 
Youri Ronaï-Hird
Courtier en Gestion de Patrimoine
Vos Finances Simplifiées LTD.
Bureau
2600 Pl. des Tourterelles, 
Laval, QC H7L 3T9
Bureau :   438-868-0481
Courriel :  youri.ronai-hird@vfsfinances.com
Pour prendre Rendez-vous avec moi :
https://calendly.com/youri-ronai-hird-conseiller-en-securite-financiere/premier-rendez-vous
 



-- 








	
 
 


 
 
 
 
 
 
 
Youri Ronaï-Hird
Courtier en Gestion de Patrimoine
Vos Finances Simplifiées LTD.
Bureau
2600 Pl. des Tourterelles, 
Laval, QC H7L 3T9
Bureau :   438-868-0481
Courriel :  youri.ronai-hird@vfsfinances.com
Pour prendre Rendez-vous avec moi :
https://calendly.com/youri-ronai-hird-conseiller-en-securite-financiere/premier-rendez-vous",True,2026-02-11T04:45:16.000+0000,False,False,0055o000001zVCKAA2,2025-12-17T22:26:11.000+0000,0055o000001zVCKAA2,2026-02-11T04:45:17.000+0000,0055o000001zVCKAA2,2026-02-11T04:45:17.000+0000,(438)868-0481,,youri.ronai-hird@vfsfinances.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz1mSYAQ,False,,24627666,0030A0000029c0SQAQ,0010A000002w0pcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace email update,Medium,"*12/17*
----------------
Jeff Wright
i cannot update my email address
d0228
D6405
JEFFREY WRIGHT
jeffwrightlife@bell.net

updated email in SF 


*email*
----------------

Good afternoon Jeff, 

Thank you for contacting the Workspace Support Team with your email update inquiry. 

You were looking for some assistance with updating your email. We updated your email, and you were able to log into Workspace successfully. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T23:52:39.000+0000,False,False,005OH000008919xYAA,2025-12-17T23:26:00.000+0000,005OH000008919xYAA,2025-12-17T23:52:39.000+0000,005OH000008919xYAA,2025-12-17T23:52:39.000+0000,(416)417-4342,,jeff@wrightfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz1uUYAQ,False,,24626799,0030A0000029fMHQAY,0010A000002w3aDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:47:00.000+0000,False,False,005OH00000BfonJYAR,2025-12-17T22:47:00.000+0000,005OH00000BfonJYAR,2025-12-17T22:47:00.000+0000,005OH00000BfonJYAR,2025-12-17T22:47:00.000+0000,(250)818-0012,(250) 818-0012,iclark@harbourfrontwealth.com,(250)405-2911,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz3jOYAQ,False,,24627163,0035o000003YhwdAAC,0015o000004Bc0lAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T23:00:33.000+0000,False,False,005OH00000865wTYAQ,2025-12-17T23:00:33.000+0000,005OH00000865wTYAQ,2025-12-17T23:00:33.000+0000,005OH00000865wTYAQ,2025-12-17T23:00:33.000+0000,(604)562-4907,(604)562-4907,krishan@krizal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz5q1YAA,False,,24626517,0030A0000029VIgQAM,0010A000002vvF0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:38:05.000+0000,False,False,005OH00000BfonJYAR,2025-12-17T22:38:05.000+0000,005OH00000BfonJYAR,2025-12-17T22:38:05.000+0000,005OH00000BfonJYAR,2025-12-17T22:38:05.000+0000,(250)245-2923,(250) 729-1779,wyndlowinsurance@gmail.com,(250)245-8118,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz6anYAA,False,,24626624,0030A0000029krKQAQ,0010A000002w86UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:41:18.000+0000,False,False,005OH00000BfonJYAR,2025-12-17T22:41:18.000+0000,005OH00000BfonJYAR,2025-12-17T22:41:18.000+0000,005OH00000BfonJYAR,2025-12-17T22:41:18.000+0000,(604)715-7542,,yogesh@yogeshbansal.ca,(888)846-7542,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz6nhYAA,False,,24626654,0030A000004HjGvQAK,0010A0000052mWFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:42:07.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T22:42:07.000+0000,005OH000002iJPDYA2,2025-12-17T22:42:07.000+0000,005OH000002iJPDYA2,2025-12-17T22:42:07.000+0000,(778)251-6058,7782516058,aileen.j.wang@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz7eyYAA,False,,24627973,0030A0000029Y1wQAE,0010A000002vxXZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue - ERR-W1283,Medium,"***DDS Dec.17/2025***
User was getting the ERR-W1283 error code when trying to access their Workspace account. Authenticated the user and followed KB0017399, unlocked the user's account in SF and clicked the reset password option to send the pw reset to the user's email.

REF KB : KB0017399 

*****Email*****

Hello Ruth Ann,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding your Workspace access issue.

During our call, you were getting the ERR-W1283 error message when trying to access Workspace. I was able to unlock your account and send you the password reset link to your email.
From there, you were able to reset your password and log into Workspace successfully with no issues.
As a reminder, whenever you log in to your Workspace account, please open the Salesforce Authenticator app on your mobile device and approve the request to grant you access to your Workspace account.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey by using this link https://advisorynetwork.swoogo.com/idfeedback.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T00:16:10.000+0000,False,False,005OH00000BFQFBYA5,2025-12-17T23:39:31.000+0000,005OH00000BFQFBYA5,2025-12-18T00:16:11.000+0000,005OH00000BFQFBYA5,2025-12-18T00:16:11.000+0000,(905)988-4462,,ruthann.kamphuis@hubinternational.com,(905)688-9381,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz90oYAA,False,,24627245,0030A0000029h7UQAQ,0010A000002w53EQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T23:04:18.000+0000,False,False,005OH00000BfjndYAB,2025-12-17T23:04:18.000+0000,005OH00000BfjndYAB,2025-12-17T23:04:19.000+0000,005OH00000BfjndYAB,2025-12-17T23:04:19.000+0000,(250)542-7181,,money@junction.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hz9aHYAQ,False,,24627059,0030A0000029hk0QAA,0010A000002w5ZgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-17T22:56:55.000+0000,False,False,005OH000002iJPDYA2,2025-12-17T22:56:55.000+0000,005OH000002iJPDYA2,2025-12-17T22:56:55.000+0000,005OH000002iJPDYA2,2025-12-17T22:56:55.000+0000,(604)438-3699,(778) 706-1121,karenliao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hzDW8YAM,False,,24628871,0031600002RdwaNAAR,0010A000002wNtbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User unable to merge - DOB Discrepancy,Medium,"****DDS****12/17/25 

Checked SF and CoPilot, DOB discrepancy on both insurance and wealth products. User advised to contact HOs for DOB correction.
 
============================================================================================= 
 
****Email Chain****

Hello Kaitlin,

Thank you for contacting Workspace Support regarding the incorrect date of birth in Workspace for the client Shaun Leahy.

For DOB corrections, we’ll have to refer you to the Head Office departments below to correct the DOB. Once Head Office has confirmed completion of the change, it should take effect in Workspace in 5-7 days and allow you to merge the clients together. If you are still unable to complete the merge after the DOB correction has been confirmed, please follow up with Workspace Support for further investigation.

Insurance: InForceLifeClientServiceLondon@canadalife.com 
Wealth: ISP_Customer_Care@canadalife.com 


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lacey, Yolanda <Yolanda.Lacey@advicecanada.com> 
Sent: December 8, 2025 2:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Gale, Kaitlyn <kaitlyn.gale@bcfwealth.com>
Subject: FW: Workspace Profiles

Hi WS – are you able to help fix the birthdates of a client so the firm can merge the two client information together please and thank you.

Thank you,

Yolanda


Yolanda Lacey
Business Development Consultant| BC Region
yolanda.lacey@advicecanada.com | 604-331-2494

Vacation Alert – Dec 3 – 5, 2025

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Kaitlyn Gale <Kaitlyn.Gale@bcfwealth.com> 
Sent: December 1, 2025 3:26 PM
To: Lacey, Yolanda <Yolanda.Lacey@advicecanada.com>
Subject: [EXT] Workspace Profiles

Hi Yolanda, The client Shaun Leahy has two profiles on workspace, but I cannot currently merge them together because one of the profiles has the incorrect birthday, the correct date of birth is July 26, 1980 but the other profile has August
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Yolanda,

The client Shaun Leahy has two profiles on workspace, but I cannot currently merge them together because one of the profiles has the incorrect birthday, the correct date of birth is July 26, 1980 but the other profile has August 26, 1980, listed. Is there a way for this to be corrected? The correct date of birth is on investment center so I am not sure how it got mixed up on workspace.

Kind Regards,
Kaitlyn Gale

Kaitlyn Gale (She/They)  |  Marketing Associate |  BC Financial Solutions Wealth and Estate Planning  |
Office: +1 (604) 576-0060 | kaitlyn.gale@bcfwealth.com
 
#202 – 20353 64th Ave., Langley, BC, V2Y 1N5
  
 
BC Financial Solutions Wealth & Estate Planning represents: Quadrus Investment Services Ltd.
You are receiving this email because you are a client of our firm, or you have requested information from us.  If you no longer wish to receive emails of this nature, please reply with UNSUBSCIBE in the subject line or call our office at (phone). This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended 
recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. Thank you. 
Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-18T00:28:02.000+0000,False,False,005OH0000097FtCYAU,2025-12-18T00:28:02.000+0000,005OH0000097FtCYAU,2025-12-18T00:47:00.000+0000,005OH0000097FtCYAU,2025-12-18T00:47:00.000+0000,(604)576-0060,(778) 998-9475,andrew.crampton@bcfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hzFHVYA2,False,,24627667,003G0000018f7EOIAY,0010A000002wPJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing successor holder on TFSA 84237801 - INC1942187,Medium,"*** DDSD 23DEC2025 ***
S/H visible, advised

*** DDS 18DEC2025 ***
INC1942187 submitted

****DDS****12/17/25 

Successor was appointed 11/27/25 for TFSA 84237801 but still no changes were made in WS
Escalated to Level 2 for adjustment to be made. File added in ""Related"".
 
============================================================================================= 
 
****Email Chain****

Hello Teresa,

We have heard back from our Digital Hub team, they have applied a fix and the successor holder for this policy is now visible in Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello Teresa,

Thank you for contacting Workspace Support regarding the TFSA #84237801.

I have escalated this issue to our 2nd Level team for further investigation. Once there is an update, the team will reach out to you directly.


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Teresa Mueller <Teresa@muellerfinancialgroup.ca> 
Sent: December 17, 2025 9:15 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] J. Verbeek TFSA #84237801 successor holder

Hi, On Nov 27th we submitted the paperwork to Canada Life to appoint a successor holder to Joanne Verbeek TFSA #84237801. It has been updated on Investment Centre on December 1st, but WORKSPACE has not updated yet. Can someone please investigate
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

On Nov 27th we submitted the paperwork to Canada Life to appoint a successor holder to Joanne Verbeek TFSA #84237801.  It has been updated on Investment Centre on December 1st, but WORKSPACE has not updated yet.  Can someone please investigate this for me?

Regards, 

Teresa Mueller
Mueller Financial Group Inc.
Insurance Advisor  & Investment Representative
18 Catalpa Court
Grimsby, ON L3M 0B1         Cell: 905-517-9117
 
Quadrus Investment Services Ltd.
 
Affiliated with Canada Life
 
Teresa@muellerfinancialgroup.ca   Website:  www.muellerfinancialgroup.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-12-23T20:14:31.000+0000,False,False,005OH000006wv2TYAQ,2025-12-17T23:26:08.000+0000,005OH0000097FtCYAU,2025-12-23T20:14:32.000+0000,005OH000006wv2TYAQ,2025-12-23T20:14:32.000+0000,(905)517-9117,(905) 517-9117,teresa@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hzFcTYAU,False,,24627683,003OH00000YlKHSYA3,001OH00000iB7w8YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User ID Registration and Workspace MGA Registration,Medium,"User ID Registration and Workspace MGA Registration

User is a new advisor and needed information on the registration process. I provided a brief explanation of the process over the phone and sent them the procedures by email. 

======================emails===================

Hi Vedang, 

Thank you for contacting Workspace Support.  

As discussed during our call, to register for MGA Workspace and your MGA User id, please see the instructions below.

1.	Before you can register for Workspace, you will need a User ID. To register for a User ID (formerly Repnet ID), you will need an activation code. To obtain an activation code, you will need to connect via email with Distribution Methodology (distribution_methodology@canadalife.com) and request one.

2.	Once you obtain an activation code from Distribution Methodology, please follow this link to register your User ID. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/LoginPage.do&requestedLanguage=en

3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link. 
https://lifeco.my.site.com/workspace/s/login/SelfRegister

You will need to use your User ID credentials to complete registration for Workspace.

If you have any questions or issues with this process, don’t hesitate to send us an email. 

Have a wonderful day!


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-17T23:34:08.000+0000,False,False,0055o000001zVCKAA2,2025-12-17T23:27:00.000+0000,0055o000001zVCKAA2,2025-12-22T15:25:46.000+0000,0055o000001zVCKAA2,2025-12-22T15:25:46.000+0000,(403)846-4207,,vpatel@avisowm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hzOUTYA2,False,,24628154,0030A0000029juTQAQ,0010A000002w7KgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration and Login Issue,Medium,"Workspace Registration and Login Issue

User call to ask for help doing their Workspace registration. I connected through Logmein and helped them do the registration. We reset their User ID password since they forgot what it was. 



=======================emails====================
Hi Carl,
Thanks again for your assistance, survey completed.
Have a wonderful day!
Best regards,


Hi Ada, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you finish registering your Workspace MGA account. 

If you have any other questions or issues with your Workspace account, don’t hesitate to communicate with us and we will be glad to help you. 

I know you are already juggling a lot with forms, client requests, insurance and investments. If you could spare just a few seconds to fill out this survey, it would mean a great deal to me. I am truly grateful of your time :  complete our brief survey

Have a wonderful day!
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T00:26:38.000+0000,False,False,0055o000001zVCKAA2,2025-12-17T23:47:29.000+0000,0055o000001zVCKAA2,2025-12-22T15:26:51.000+0000,0055o000001zVCKAA2,2025-12-22T15:26:51.000+0000,(778)788-8168,(778) 788-8168,ayip.wealth@gmail.com,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hzTp8YAE,False,,24628920,003G0000018f6YiIAI,0010A000002wOVnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/17*
----------------
KB0020561  
phillip basciano
f7926
e8304
trying to get into workspace, incorrect combination if pw and association 

err w1282

guided through self service pw reset 
logged into WOrkspace 

*email*
----------------
Good afternoon Philip, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to log into your Advisor Solutions instance of Workspace but received ERR W1282. We were able to guide you through the password reset process successfully and log you into Workspace. If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T00:50:45.000+0000,False,False,005OH000008919xYAA,2025-12-18T00:32:15.000+0000,005OH000008919xYAA,2025-12-18T00:50:45.000+0000,005OH000008919xYAA,2025-12-18T00:50:45.000+0000,(705)933-4177,(705) 933-4177,phil.basciano@qandlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hzWLaYAM,False,,24628723,0030A0000029UoCQAU,0010A000002vurkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T00:18:11.000+0000,False,False,005OH00000865wTYAQ,2025-12-18T00:18:11.000+0000,005OH00000865wTYAQ,2025-12-18T00:18:11.000+0000,005OH00000865wTYAQ,2025-12-18T00:18:11.000+0000,(604)936-4325,,vsbarnett@outlook.com,(604)936-4375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,106.0
500OH00000hzwKtYAI,False,,24635622,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- how to add a prospect,Medium,"user request a how to add a prospect and how to add the family member on conquest.
Dis a log me in session and assist user.
KB0015652/
email =========================================================================
Bonjour Robert,

Merci d’avoir contacté le support de l’espace d’affaire concernant comment ajouter un prospect , J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd'hui, nous avons pu créer un prospect pour votre client et l'ajouter en tant que membre de la famille sur le compte de sa femme dans Conquest avec succès.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T16:14:46.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-18T15:36:40.000+0000,005OH00000AZ3ZxYAL,2025-12-18T16:14:46.000+0000,005OH00000AZ3ZxYAL,2025-12-18T16:14:46.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i05GDYAY,False,,24632937,0030A000009BkfKQAS,0010A00000A9rxtQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Simple Protect,Medium,"*** DDS 18DEC2025 ***
took over call, PAR app being submitted under 88119 (100%), told advisor I would escalated, they declined and said they would start a new app instead, advised to let us know if there are any further issues.
-------------------------------

User indicating that the Simple Protect is locked, not allowing him to submit the application. Not letting user pass Health & lifestyle to go to Review & Smith. 
Escalated to L2 (Jennifer) Warm transfer 

Email: patrick.whitty@assante.com 
Application: 60927968-0
Par Application
Code: 88119

---------------------------------------EMAIL:
Hello Patrick,

Thank you for contacting Workspace Support today regarding the issue that you were running into with the Health and Lifestyle questionnaire for application 60927968-0. You mentioned that you were going to start a new application instead of requesting a fix for this app. Please let me know if you run into any further issues with the Simple Protect tool as we are happy to assist and escalate as needed. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T14:58:07.000+0000,False,False,005OH000006wv2TYAQ,2025-12-18T14:41:57.000+0000,005OH00000BG5v4YAD,2025-12-18T15:09:09.000+0000,005OH000006wv2TYAQ,2025-12-18T15:09:09.000+0000,(902)832-6677,(902) 449-9667,patrick.whitty@assante.com,(902)832-6210,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0CUVYA2,False,,24631287,0030A0000029fgVQAQ,0010A000002w3o4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T14:00:21.000+0000,False,False,005OH000007fgYjYAI,2025-12-18T14:00:21.000+0000,005OH000007fgYjYAI,2025-12-18T14:00:22.000+0000,005OH000007fgYjYAI,2025-12-18T14:00:22.000+0000,(514)771-0315,,marcandregirard@hotmail.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0IetYAE,False,,24630449,003G0000018f6jUIAQ,0010A000002wOjiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Address change updated in Co-Pilot but not reflecting on Workspace - INC1942373,Medium,"***DDS*** 12/18/25
Name:   Carolyn Lazaro
Phone: 
Agent code: F2586
Reference: Call assist

Advisor name: JENNIFER BAIN

Address change updated in Co-Pilot but not reflecting on Workspace sent L2 form to DDS Leaders inbox for escalation.

ASA said they had requested to change address for Sarah Laverty and Josiah Chamberlin’s address on their three joint policies plan using the non-financial change form to Quadrus and phoned in the change of address to client service. However, the update is not reflecting in Workspace. 

The address was updated in Copilot.

New address should be 3849 CENTENNIAL DR SASKATOON, SK S7L 5K8.

==============================================================================

Client Details
Name: MISS SARAH LAVERTY & MR JOSIAH M CHAMBERLIN
Policy Number: 60336718P,  F511280141, B568645-4
SF ID: 001OH00000IlORFYA3
CIS ID: 6283557500, 7318498430
Correct address: 3849 CENTENNIAL DR SASKATOON, SK S7L 5K8.


Advisor Name: JENNIFER BAIN
SF ID: 0050A000001fk9aQAA
Email: jenbain@seedtoshadewealth.ca
Code: F2586
======================================================================================================

****Email Chain****

Hello Carolyn,

We have made an update to your clients’ address on their joint policies. Log into Workspace at anytime to view.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 18, 2025 10:41 AM
To: Lazaro, Carolyn <Carolyn.Lazaro@canadalife.com>
Subject: INC1942373 - RE: 24630449 - Sarah Laverty- Joint with Josiah Chamberlin

Hello Carolyn,

Thank you for contacting the Workspace support Team regarding an update to your clients’ address on their joint products. I’d be happy to assist you.

I have gone ahead and escalated this address update to our Digital Technical Lab Team for review and will reach out as soon as they get back to me with more information.
 
In the meantime, if there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 





From: Lazaro, Carolyn <Carolyn.Lazaro@canadalife.com> 
Sent: December 17, 2025 11:25 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: 24630449 - Sarah Laverty- Joint with Josiah Chamberlin

Hello,

We requested to change address for Sarah Laverty and Josiah Chamberlin’s address on their three joint policies plan, snippet below. The couple is now separated and wanted the policies address to be changed into Sarah’s. But seemed like it didn’t change on Workspace despite the fact that we even sent a non-financial change form to Quadrus and phoned in the change of address to client service. Please update the address to  3849 CENTENNIAL DR SASKATOON, SK S7L 5K8. Thanks!
Account: SARAH LAVERTY 
Account: MISS SARAH LAVERTY & MR JOSIAH M CHAMBERLIN 
Account: MISS SARAH LAVERTY & MR JOSIAH M CHAMBERLIN



  



Carolyn Lazaro (she/her), ALMI, ACS 
Advisor Support Associate | Advisor Support
carolyn.lazaro@canadalife.com  | Direct Line/ Work Phone No. (639) 398-2527 
 
Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-18T20:26:30.000+0000,False,False,005OH000002iN7pYAE,2025-12-18T13:24:05.000+0000,005OH00000BGeeHYAT,2025-12-18T20:26:30.000+0000,005OH000002iN7pYAE,2025-12-18T20:26:30.000+0000,(306)370-7608,(306) 370-7608,jenbain@seedtoshadewealth.ca,(306)500-7545,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0JB7YAM,False,,24630573,003G0000018f6XFIAY,0010A000002wOUKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Data download,Medium,"Caller Name: CLAUDETTE BOROWSKI
Advisor or support staff: Advisor support
Advisor Code: A5050
Advisor Name: MARK CALLA	
Phone: 905-641-2994
Email: claudette@copperbeechco.com		
Siebel verification: N/A
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: CRM Function in Workspace email received. N/A

FINDINGS:
NO TPA SEEN IN SIEBEL UNDER ANY PROFILE

REVIEWED KB0019824 but nothing mentioning support /delegates would receive it 

CALLED ASSIST DESK AND SPOKE TO JENNIFER. MARK'S CRM IS ACKNOWLEDGED ALREADY.
JENNIFER NOTED WE CAN'T AUTHENTICATE WITH THESE CODES PROVIDED, THE CODES MUST BE WHATS SEEN IN SIEBEL THE F/W CODES, SELLING CODES. 

31176
A5050
36119
A5263
POLICY#210051622 TIED TO 167680 WHICH IS MARK

--------------------------------------***DDS  12/18/2025***--------------------------
Called Claudette back. advised her as per the email i sent. 

--------------------------------------***DDS 12/18/2025***--------------------------
Hi Claudette, 

Thanks for taking my call, it was a pleasure speaking to you to recap the below email. Have a great day. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

--------------------------------------***DDS 12/18/2025***--------------------------

My phone did not ring and you do not show in my recent calls. Please try again 905-641-2994
--------------------------------------***DDS  12/18/2025***--------------------------
Hello Claudette,

Thank you for contacting Workspace Support today regarding the email received for the CRM Download. 

Sorry our call was disconnected, I tried to call you back at the number provided without luck. 

Please note this email is sent to you as you the advisor has setup delegation access to your name, it’s a reminder email to ensure the Advisor has acknowledged/downloaded their CRM data from Workspace.

Please check with Mark to inquire if this was completed and or to complete asap.

With regards to the Marks Advisors codes you provided they were not found with Mark’s profile when further checked into. 

In the future when calling in, if any information is requested/needed we will need to have you provide Marks selling codes, for direct business with Canada Life, the codes would start with an F or W and for indirect business. Please do check your records/check with Mark to inquire as well, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-18T14:08:50.000+0000,False,False,005OH00000AUS7aYAH,2025-12-18T13:29:52.000+0000,005OH00000AUS7aYAH,2025-12-18T14:34:05.000+0000,005OH00000AUS7aYAH,2025-12-18T14:34:05.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0MIhYAM,False,,24632017,0030A000004NeSmQAK,0010A000002vwZaQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing policy,Medium,"TAMARA FRANCES MARIE KENNEDY

Advisor wasn't able to find their policy 40620221 in workspace. After investigation, I found that the policy is under their advisor code. They search it again and found this.

Hello Tamara,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today. 

In our today’s call, we discussed about the policy 40620221 which was not showing in your workspace account. As I have checked, this policy is under your advisor code. You tried to search this again in ADSL workspace and you found it.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T14:31:43.000+0000,False,False,005OH00000BFiyTYAT,2025-12-18T14:20:30.000+0000,005OH00000BFiyTYAT,2025-12-18T14:31:43.000+0000,005OH00000BFiyTYAT,2025-12-18T14:31:43.000+0000,(416)918-9044,(416) 918-9044,tammy@jfginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0PEuYAM,False,,24638558,003OH00000QDh0HYAT,001OH00000VtjhAYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:25:18.000+0000,False,False,005OH000002npWUYAY,2025-12-18T16:25:18.000+0000,005OH000002npWUYAY,2025-12-18T16:25:18.000+0000,005OH000002npWUYAY,2025-12-18T16:25:18.000+0000,(416)576-8491,,ash@chitralafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0PEvYAM,False,,24638756,0030A0000029ZG7QAM,0010A000002vyaJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"KB0015372- User is trying to log in but is receiving an error message. Authenticated (rotation 2) - sent link to reset 

Email: todd.hounsome@brokerstrust.ca 
Code: 31657
Code: 33797

******************************************************************
Good afternoon, Todd
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!
 
I'm glad I was able to assist you with resetting your password for Workspace so you can successfully log in. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T16:35:44.000+0000,False,False,005OH00000BG5v4YAD,2025-12-18T16:28:25.000+0000,005OH00000BG5v4YAD,2025-12-18T16:35:44.000+0000,005OH00000BG5v4YAD,2025-12-18T16:35:44.000+0000,(905)760-1515,,todd@brokerstrust.ca,(905)760-0240,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0R8cYAE,False,,24632754,003G0000018f7rzIAA,0010A000002wPyGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T14:37:40.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T14:37:40.000+0000,005G0000002gxxjIAA,2025-12-18T14:37:41.000+0000,005G0000002gxxjIAA,2025-12-18T14:37:41.000+0000,(450)743-0035X24,(450) 780-3050,benoit.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0X4RYAU,False,,24632539,0030A00000Cj4HGQAZ,0010A00000DKfskQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for Workspace,Medium,"•	Reason for call: Needs help registering for WS as MGA Support Staff 
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Helped register
•	Email correspondence: See below 
•	Source of triage (e.g., “As per KBA001234”): Identification
=====================================
Bonjour Dany, 

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à vous inscrire à Workspace. 

Votre avis compte. Faites-nous savoir ce que vous pensez de la qualité du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T14:53:13.000+0000,False,False,005OH00000BFQFGYA5,2025-12-18T14:33:13.000+0000,005OH00000BFQFGYA5,2025-12-18T14:53:13.000+0000,005OH00000BFQFGYA5,2025-12-18T14:53:13.000+0000,(819)489-3000X136,(819)376-8666,patrick.desjardins@stratusfinances.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0XAqYAM,False,,24631593,0030A000007UuVMQA0,0010A000008MlCvQAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM extract inquiry,Medium,"*****DDS***** 12/18/2025
User calling to get some assistance downloading CRM data. DDS did a logmein session and walked user through the download. DDS also provided user with links to guides on how to validate data

ref: KB0022954

******email chain*****

Hello Seyed,

     It was a pleasure assisting you today. I was able to walk you through how to download your CRM data and view it. For guides on how to validate your data, you can review this link https://www.acp.canadalife.com/secure/more-adsl/technology/changes-to-workspace-crm.html. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T14:24:16.000+0000,False,False,005OH00000BFQFHYA5,2025-12-18T14:09:06.000+0000,005OH00000BFQFHYA5,2025-12-18T14:24:16.000+0000,005OH00000BFQFHYA5,2025-12-18T14:24:16.000+0000,(514)617-3119,(514) 467-8491,abdollah.safavi@safavifinancial.com,(514)931-9553,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0XIqYAM,False,,24632300,003G0000018f6XFIAY,0010A000002wOUKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,24630573,Medium,"Callout on reference to 24630573. 
Note: I forgot to open that case to call and this new case was created instead.
Details on 24630573",True,2025-12-18T14:36:02.000+0000,False,False,005OH00000AUS7aYAH,2025-12-18T14:27:24.000+0000,005OH00000AUS7aYAH,2025-12-18T14:36:02.000+0000,005OH00000AUS7aYAH,2025-12-18T14:36:02.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0ZscYAE,False,,24636407,003G0000018f782IAA,0010A000002wPBLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Merge issue,Medium,"HEATHER ASA send an email for merge. Middle name has been updated under CIS ID 1423059534, policy-60902341T

Hello Heather,

Thank you for contacting workspace support. I am so happy to assist with merge issue.

I’ve amended the user’s accounts in our system. You should find the merge prompt appears in Workspace within 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 9, 2025 10:53 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission case-24636407

This is an alert to let you know that HEATHER (heather@ unityfinancial. ca) has submitted a merge issue. Client details: First name: SHERRI Middle name (if applicable): LYNN Last name: MCFADDEN DOB: February 15, 1970 Policy Number(s): E060683-9,
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that HEATHER (heather@unityfinancial.ca) has submitted a merge issue.
 
Client details:
First name: SHERRI
Middle name (if applicable): LYNN
Last name: MCFADDEN
DOB: February 15, 1970
Policy Number(s): E060683-9, 60902341T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000ddXlxYAE/sherri-lynn-mcfadden
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000Auu2wQAB/sherri-lynn-mcfadden
URL 3: 
URL 4: 
Additional details: New policy created a new WS account. Very frustrating that this happens every time and is a waste of time to fix.",True,2025-12-18T15:50:24.000+0000,False,False,005OH00000BFiyTYAT,2025-12-18T15:50:24.000+0000,005OH00000BFiyTYAT,2025-12-18T15:52:54.000+0000,005OH00000BFiyTYAT,2025-12-18T15:52:54.000+0000,(519)518-2025,(519) 636-8823,jenn@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0beDYAQ,False,,24634545,003G0000018f6tMIAQ,0010A000002wOv5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,KYC - Redirect,Medium,"**WRS** Dec 18 2025

The user had a question regarding fees coming from a transfer. They were redirected to the ASR team for further assistance",True,2025-12-18T15:30:11.000+0000,False,False,005OH000002iN7rYAE,2025-12-18T15:17:05.000+0000,005OH000002iN7rYAE,2025-12-18T15:30:12.000+0000,005OH000002iN7rYAE,2025-12-18T15:30:12.000+0000,(506)457-5524,,andrew@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0br4YAA,False,,24631247,0030A0000029oqrQAA,0010A000002wBRIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T13:58:44.000+0000,False,False,005OH000007fgYjYAI,2025-12-18T13:58:44.000+0000,005OH000007fgYjYAI,2025-12-18T13:58:44.000+0000,005OH000007fgYjYAI,2025-12-18T13:58:44.000+0000,(514)334-4452,(514) 777-7975,jacques@jacqueslaframboise.com,(514)336-7511,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0djEYAQ,False,,24632837,003OH00000Y4t7JYAR,001OH00000glkYmYAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace User ID in order to register for Workspace,Medium,"***DDS*** 12/18/25
Name:  Zhengkang Chen
Phone: 
Agent code: H9546

Hello @Distribution Methodology

Would you be able to provide Zhengkang his Repnet Activation ID so he can register for a User ID please.

Zhengkang Chen
Advisor / Distribution Code: H9546  
MGA Code: SCRIU  

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: zhengkangchen@crius.ca <zhengkangchen@crius.ca> 
Sent: December 17, 2025 7:45 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: lilidu@crius.ca
Subject: 24632837 - [EXT] Workspace User ID Request – Approved Advisor

Hello, My Canada Life contract application has been approved. Advisor / Distribution Code: H9546 MGA Code: SCRIU I would like to request my Workspace User ID in order to register for Workspace. Thank you, Zhengkang Chen Insurance Agent Full
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

My Canada Life contract application has been approved.

Advisor / Distribution Code: H9546  
MGA Code: SCRIU  

I would like to request my Workspace User ID in order to register for Workspace.

Thank you,
 
Zhengkang Chen
Insurance Agent",True,2025-12-18T14:39:37.000+0000,False,False,005OH00000BGeeHYAT,2025-12-18T14:39:37.000+0000,005OH00000BGeeHYAT,2025-12-18T14:47:24.000+0000,005OH00000BGeeHYAT,2025-12-18T14:47:24.000+0000,(587)888-9587,,z585chen@uwaterloo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0fRhYAI,False,,24631590,003G0000018f6WnIAI,0010A000002wOTsQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"CRM Decom - Error ""Pick an account""",Medium,"***DDS*** 12/18/25
Name:   Meghan Deleau 
Phone: 
Agent code: F4978, F2008
Reference: KB0023359 & Call Assist

Advisor name: LAURIE FROM

Hello Meghan, 

Thank you for contacting the Workspace support group regarding CRM data download error.

For CRM Download errors please message your alligned TSP:  Michelle Lee michelle.k.lee@advicecanada.com

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




_____________________________________________
From: Deleau, Meghan <Meghan.Deleau@canadalife.com> 
Sent: December 17, 2025 12:32 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: From, Laurie <laurie.from@fromfinancial.ca>
Subject: CRM Download for Laurie From
Importance: High


Hello,

We are trying to download the CRM data for Laurie From but this is popping up when we try.
Please advise ASAP how to proceed as our cutoff is January 1st 2026.
 << OLE Object: Picture (Device Independent Bitmap) >> 

Many thanks,
Meghan Deleau (she / her)
Advisor Support Associate  |  From Financial
meghan.deleau@canadalife.com  |  204-800-5521",True,2025-12-18T14:18:35.000+0000,False,False,005OH00000BGeeHYAT,2025-12-18T14:08:55.000+0000,005OH00000BGeeHYAT,2025-12-18T14:18:35.000+0000,005OH00000BGeeHYAT,2025-12-18T14:18:35.000+0000,(204)489-5534X356,,laurie.from@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0g1CYAQ,False,,24632377,0030A0000029oTwQAI,0010A000002wB7qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T14:29:24.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T14:29:24.000+0000,005G0000002gxxjIAA,2025-12-18T14:29:24.000+0000,005G0000002gxxjIAA,2025-12-18T14:29:24.000+0000,(514)822-4270,(514) 770-1614,alexander.ramirez@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0glxYAA,False,,24633084,0030A000006RfFzQAK,0010A000007Myk9QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T14:45:27.000+0000,False,False,005OH000004pk06YAA,2025-12-18T14:45:27.000+0000,005OH000004pk06YAA,2025-12-18T14:45:28.000+0000,005OH000004pk06YAA,2025-12-18T14:45:28.000+0000,(226)280-7343,(226) 280-7343,alucente@stewartfisher.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0iW3YAI,False,,24633767,003G0000020tQdmIAE,0010A000002wT7FQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***DDS 2025-12-18***
User wanted to merge 2 accounts.
DDS noticed that not only did middle names not match, but last name didn't match.
DDS referred user to CSC to change last name to match so merge can be completed.
 
================================================================================
****Email Chain**
Hello Lydia,

Thank you for contacting the Workspace Support team regarding your merge issue. We’ve investigated these 2 profiles, and it seems like the last names do not match. We understand they may be the same person, but due to compliance reasons, we are unable to merge the two accounts if the last names do not match. Please contact Client Service Centre at 1-888-252-1847 to change the last name of one of the accounts to the desired last name, and once this change is visible in Workspace, the merge prompt should appear.

If the merge prompt doesn’t appear after this change, feel free to reply to this email and we would love to assist you further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 8, 2025 3:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Lydia Badiola (lydia@ craftfinancialgroup. ca) has submitted a merge issue. Client details: First name: Kayla Middle name (if applicable): Last name: Giesbrecht DOB: June 25, 1993 Policy Number(s): 69074383C,
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Lydia Badiola (lydia@craftfinancialgroup.ca) has submitted a merge issue.
 
Client details:
First name: Kayla
Middle name (if applicable): 
Last name: Giesbrecht
DOB: June 25, 1993
Policy Number(s): 69074383C, 69074385D, 69074387T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000YNyWHYA1/kayla-giesbrecht?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000AgnGoQAJ/kayla-joy-goertzen
URL 3: 
URL 4: 
Additional details:",True,2025-12-18T16:14:59.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T15:01:03.000+0000,005OH00000AX0rVYAT,2025-12-18T16:14:59.000+0000,005OH00000AX0rVYAT,2025-12-18T16:14:59.000+0000,(204)320-9925,(204) 392-8809,jp.craft@craftfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0icRYAQ,False,,24634814,0030A0000029gIKQAY,0010A000002w4M7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T15:21:58.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T15:21:58.000+0000,005G0000002gxxjIAA,2025-12-18T15:21:58.000+0000,005G0000002gxxjIAA,2025-12-18T15:21:58.000+0000,(819)566-0666,(819) 588-6948,yanick.st-onge@ig.ca,(819)822-1704,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0j2PYAQ,False,,24634649,0030A0000062F2xQAE,0010A000006moxdQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Delete client account,Medium,"user request hoe to delete client account,
cannot be done.
responded with how to change client status, no KBA found.

emai;========================================================================
Hello James,

Thank you for reaching out to Workspace Support with your queries on deleting client account.

Unfortunately client account cannot be deleted on workspace however you can change their status.

I have included the steps below on how to:
1.	Open client details, Go on the additional Details tab.
 

2.	Once open edit the client status, example transfer, inactive ..ect and save.
 


If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: James Denomme <James@jdandcowealth.com> 
Sent: December 17, 2025 12:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Deleting entire client

Hello there, How do I delete a client who no longer has any active policies or business? Or that has moved to another advisor? Thanks James -- James P Denomme Financial Planner, QAFP™ James@ jdandcowealth. com Cell: 226-344-6864 Investment Representative
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello there,
How do I delete a client who no longer has any active policies or business? Or that has moved to another advisor?

Thanks
James

-- 
James P Denomme
Financial Planner, QAFP™
James@jdandcowealth.com
Cell:226-344-6864
Investment Representative 
Quadrus Investment Services LTD",True,2025-12-18T16:16:21.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-18T15:18:56.000+0000,005OH00000AZ3ZxYAL,2025-12-18T16:16:22.000+0000,005OH00000AZ3ZxYAL,2025-12-18T16:16:22.000+0000,(226)344-6864,(226) 344-6864,james@jdandcowealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0k1ZYAQ,False,,24635286,0030A000002WFREQA4,0010A000003ILaSQAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect Supporting Material (obsolete),Medium,"***DDS*** 12/18/25
Name: Anderson Chiu
Phone:
Agent code:
Reference: KB0021498  

Hi Anderson,

Thank you for pointing this out.

For all content found on Advisor content hub (e.g. Forms, job aids, guides) please reach out to AdvisorContent@canadalife.com to report the broken links.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chiu, Anderson <Anderson.Chiu@canadalife.com> 
Sent: December 18, 2025 12:23 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: 24635286 - Simple Protect Supporting Material (obsolete) 

Thank you for the swift response.  None of the non login links work on my end.  Are you able to confirm if they work on your end?

 



Regards, 
Anderson 




***DDS*** 12/18/25
Name:  Anderson Chiu
Phone: 
Agent code: 
Reference: KB0021631

Hello Anderson, 

Thank you for contacting the Workspace support group regarding Simple Protect Supporting Material.

The latest portal for both Simple Protect and New Business Web App is: https://www.acp.canadalife.com/more/technology/new-business-webapp.html

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Chiu, Anderson <Anderson.Chiu@canadalife.com> 
Sent: December 17, 2025 1:09 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Lively-Mckee, Jackie <Jackie.Lively-McKee@canadalife.com>
Subject: 24635286 - Simple Protect Supporting Material (obsolete) 
Importance: High

Happy Holidays Workspace Support,

I was trying to locate supporting material for my advisor regarding the caveats around when and how they can utilize SimpleProtect for new applications. After downloading the attached landing page and accessing the link below (within workspace), I noticed that many (if not all) the supporting links are no longer available.

The attached PDF was previously an excellent landing page that guided advisors on how to use SimpleProtect. However, since that resource has been decommissioned, the active link below does not provide any insight on when to use the NBN application versus SimpleProtect.
SimpleProtect - Tips, tricks, and learning resources

Fortunately, I saved the comparison summary form earlier, but as enhancements are made, this document will eventually become obsolete and irrelevant.

Could you please advise if there is another link or landing page that provides the same level of support as the attached PDF?

Thank you for your assistance.




Regards, 
Anderson 
Absence Alert: December 18th (12pm) – January 5th, 2026

Ask me about how your client can receive three-months of premium waived on a CI policy with 5% premium reduction.  
________________________________________
Anderson Chiu, BA, CHS, CFP, CLU 
Regional Sales Manager, Insurance 
Canada Life 
780.292.5675
Anderson.chiu@canadalife.com",True,2025-12-18T15:30:39.000+0000,False,False,005OH00000BGeeHYAT,2025-12-18T15:30:39.000+0000,005OH00000BGeeHYAT,2025-12-18T18:22:10.000+0000,005OH00000BGeeHYAT,2025-12-18T18:22:10.000+0000,(780)292-5675,,anderson.chiu@kesler.ca,(780)111-1111,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0kCpYAI,False,,24632071,003OH00000ZA8UyYAL,001OH00000iyWiGYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: GURMEET MUKER  
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: J0210
PHONE: 1 346-293-7283 
EMAIL: gurmeetmuker@yahoo.com
 
ISSUE: 
User is trying to register for workspace
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User does not have their user id and is trying to register for workspace directly
 
TROUBLESHOOTING/RESOLUTION:
Connected to user through a logmein session
Directed them to the user id site 
User id creation was completed on this call
User will need to call us after 48 hours if they need help with the second step.
 
EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
Hello Gurmeet,
Thank you for contacting Workspace Support about your registration.
On the call today, I was able to connect with you through a LogMeIn session where we were able to start the registration process. Today, we were able to complete the first step of registration which is creating your user id. After 48 hours, please go to https://workspace.canadalife.com/registration where you would be able to complete the registration process on the Workspace site. 
If you need help with the next step of registration, please contact us again after the wait period of 48 hours.
Let me know if you have any questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-18T14:39:18.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T14:21:48.000+0000,005OH00000BGf2TYAT,2025-12-18T14:39:18.000+0000,005OH00000BGf2TYAT,2025-12-18T14:39:18.000+0000,(604)585-0945,,gurmeetmuker@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0kG4YAI,False,,24632307,0030A0000029ZrDQAU,0010A000002vz5cQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA reset new device,Medium,"user has a new phone need to reset authenticator.
authenticated user and disconnect and reconnect mfa
KB0020738

email===============
Bonjour Giovanna,

Merci d’avoir contacté le support de l’espace de travail concernant votre souci de l’authentificateur. J'ai vraiment apprécié notre échange. 

Lors de notre appel, on a déconnecté votre authentificateur, ensuite le connecter avec Salesforce. Vous avez pu avoir accès à votre compte avec succès.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T14:47:21.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-18T14:27:36.000+0000,005OH00000AZ3ZxYAL,2025-12-18T14:49:00.000+0000,005OH00000AZ3ZxYAL,2025-12-18T14:49:00.000+0000,(514)288-7979,,s.assayag@botica.ca,(514)288-3289,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0lIbYAI,False,,24634210,0035o000003H7GLAA0,0015o000003ubLaAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Data Download Assistance,Medium,"***DDS 2025-12-18***
User wanted to inquire about CRM data download timing and further information.
DDS referred user to TSP as they are receiving a hard drive with CRM information.
 
================================================================================
****Email Chain**
Bonjour Robert,

Merci pour votre appel concernant votre information GRC. Comme nous en avons discuté, vous pouvez contacter Adel Tikelaline par téléphone à 418-622-6808 ou par courriel à adel.tikelaline@conseilscanada.com pour plus d’information concernant votre information GRC.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T15:10:20.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T15:10:20.000+0000,005OH00000AX0rVYAT,2025-12-18T15:12:05.000+0000,005OH00000AX0rVYAT,2025-12-18T15:12:05.000+0000,(514)701-7256,(514) 928-7256,robert@duquettesf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0nlpYAA,False,,24634007,003OH00000M94kYYAR,001OH00000Qur83YAB,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Registration Steps,Medium,***DDS***,False,,False,False,005OH0000064XtBYAU,2025-12-18T15:06:02.000+0000,005OH0000064XtBYAU,2025-12-18T15:06:03.000+0000,005OH0000064XtBYAU,2025-12-18T15:06:03.000+0000,(519)317-8045,,rhoggard@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000064XtBYAU,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0p67YAA,False,,24634635,003OH00000RWMAnYAP,001OH00000XRjcaYAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"*** DDS Dec 18th, 2025 ***
User could not log in. Unlocked account following KB0017399 and authenticated with rotation 2. Sign in then successful.
===============
Bonjour Raphael,

C’était un plaisir de vous aider aujourd’hui pour débloquer votre compte Espace Affaires.

Durant notre appel, j’ai débloqué votre compte et vous avez réussi à accéder au compte Espace Affaires avec succès.

C’était un plaisir de vous aider aujourd’hui à vous connecter. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-18T15:24:37.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-18T15:18:45.000+0000,005OH00000AbJ7aYAF,2025-12-18T15:27:03.000+0000,005OH00000AbJ7aYAF,2025-12-18T15:27:03.000+0000,(514)248-7395,,raphael.ouimet@gcontactplus.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0pCZYAY,False,,24634767,0030A0000029cEJQAY,0010A000002w12HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T15:20:59.000+0000,False,False,0055o000001t1uPAAQ,2025-12-18T15:20:59.000+0000,0055o000001t1uPAAQ,2025-12-18T15:21:00.000+0000,0055o000001t1uPAAQ,2025-12-18T15:21:00.000+0000,(416)499-9626X244,(416) 737-7603,iandm@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0phCYAQ,False,,24634457,0031600002MCeFXAA1,0010A000002wNa2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***DDS 2025-12-18***
User wanted to merge 2 company accounts.
DDS advised user to contact respective emails for Insurance and Wealth to change company names so they match exactly to complete merge.
 
================================================================================
****Email Chain**
Hello Rotana,

Thank you for contacting the Workspace Support team regarding your merge issue. We’ve investigated this issue, and we can see that these 2 company accounts do not have the same name. Unfortunately, we are unable to merge company accounts that do not have the exact same name. Please contact either InForceLifeClientServiceLondon@canadalife.com to change the company name for the account holding the insurance product or contact ISP_Customer_Care@canadalife.com to change the company name for the account holding the wealth product.

Once these names have been corrected on Workspace, the merge prompt should automatically appear. If after the name change, you still do not see the merge prompt, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Rotana Song <rotana@vitalitywealth.ca> 
Sent: December 8, 2025 1:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Please Merge accounts

Hello, Please merge these two accounts — they are the same client: Thanks so much! Rotana Song, BA Office & Client Experience Manager 408 - 355 Burrard Street, Vancouver, BC rotana@ vitalitywealth. ca | Office: 604-200-2720 www. vitalitywealth. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Please merge these two accounts — they are the same client: 

 


Thanks so much!

Rotana Song, BA
Office & Client Experience Manager
408 - 355 Burrard Street, Vancouver, BC
rotana@vitalitywealth.ca | Office: 604-200-2720
www.vitalitywealth.ca 

 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",True,2025-12-18T15:15:11.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T15:15:11.000+0000,005OH00000AX0rVYAT,2025-12-18T15:15:12.000+0000,005OH00000AX0rVYAT,2025-12-18T15:15:12.000+0000,(604)200-2720,(604) 788-2668,meagan@vitalitywealth.ca,(604)757-5372,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0r7pYAA,False,,24632731,003G0000018f6uAIAQ,0010A000002wOw3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Geoff,

Our team received confirmation that Nikki Barnett’s information is now up-to-date with Canada Life. This KYC report will be sent to nikki@barnettwealth.com shortly.

Please note the KYC report provides a list of client’s staled dated/upcoming due KYC statuses for client/plan level (mutual fund only). An alternative report available on Investment Centre is Client List as it will include the last KYC update for client/plan level. Please view reference below.

Step 1. Select Reports
Step 2. Select Marketing
Step 3. Select Client List
Step 4. Generate report

 \


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: geoff@barnettwealth.com <geoff@barnettwealth.com> 
Sent: December 18, 2025 12:59 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Barnett, Nikki <nikki@barnettwealth.com>
Subject: [EXT] RE: Password Email (Resubmit)

I have tried and tried to open the encrypted email / error messages. Could you please advise me if there is even a name on this KYC list that we need to be aware of?! Thanks Geoff Barnett Barnett Wealth Management Inc. Financial Services and
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I have tried and tried to open the encrypted email / error messages.  Could you please advise me if there is even a name on this KYC list that we need to be aware of?!  Thanks

Geoff Barnett
Barnett Wealth Management Inc.
Financial Services and Employee Benefits
39 Collier St. Barrie, ON L4M 1G5
Phone: (705) 503-9690  
Toll-Free: (833) 503-9690  
Cell : (705) 725-3601
www.barnettwealth.com



Hi Geoff,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
ZF5C4S896Z

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.


Please view reference guide below on how to open an encrypted email message.

1. Please double click to view the encrypted email message fully as it will not be shown as preview. Below is an example of the error message.
 
 
 
2. Once the encrypted email message has been double clicked, “Click Here” should be displayed. Please follow the prompts to view the encrypted email message
 
 
 
 
 
•	Please note the ""Password Email"" I provided is not to get into this site. The “Password Email” is for the Excel file itself as it is password-protected
•	Is the website asking for a one-time pass code? This is a separate code sent to your inbox or mobile device from the email service (ex. Microsoft Office 365 Encryption) 
•	Please allow a couple minutes for your email service to send the code as it will only accept the most recent code
•	Please check the general inbox for the code
•	Please also check spam/junk folder
•	Please copy and paste the code to eliminate any mishaps
•	Is the website asking for login credentials? This is your email login credentials 
 
 
3. Once you have access to view the message, the Excel file is attached. To access the Excel file, right-click the attachment to open and please enter the password located in the ""Password Email"" I provided.
•	The only time you input the password from the ""Password Email"" is shown below as reference, ZF5C4S896Z
•	Please copy and paste the password to eliminate any mishaps

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Good morning Geoff,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Nikki,

Thank you for reaching out to Wealth Reporting Support team.

Unfortunately, it appears your contact information is not up-to-date with Canada Life (Direct channel) for us to send you the requested information. Please reach out to Distribution_Methodology@canadalife.com to have your information updated for us to fulfil this request.

In the meantime, I will resend the KYC report to the advisor shortly. Please note due to security protocols and client sensitive data, the reports are sent out via encrypted email (may affect other users trying to open it if it was forwarded).


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Nikki Barnett <nikki@barnettwealth.com> 
Sent: December 17, 2025 10:17 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Barnett, Geoff <geoff@barnettwealth.com>; Barnett, Nikki <nikki@barnettwealth.com>
Subject: [EXT] Fw: KYC Report Request /Case24525046

Hello, reporting. Geoff received the email of the report and probably also the password in the emails on Mon Dec 15th. If you have ever been admin to a broker, you would understand that he then forwards the email to me, and by the time I see
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello, reporting. Geoff received the email of the report and probably also the password in the emails on Mon Dec 15th.  If you have ever been admin to a broker, you would understand that he then forwards the email to me, and by the time I see it (next day) and get to his computer, the emails, or passwords no longer are there or work 🙁  So, if this list is of value to Geoff Barnett 11417 client compliance, can we please have it resent (to my email if possible) and we will try to access it asap.  Thank you 

Nikki, admin to Geoff Barnett
705-503-9690
My Hours : Tues-Fri 9am-4pm
________________________________________
From: Geoff Barnett <geoff@barnettwealth.com>
Sent: December 16, 2025 8:28 AM
To: Nikki Barnett <nikki@barnettwealth.com>
Subject: Fwd: KYC Report Request /Case24525046 
 

---------- Forwarded message ---------
From: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Date: Mon, Dec 15, 2025 at 10:14 AM
Subject: KYC Report Request /Case24525046
To: Barnett, Geoff <geoff@barnettwealth.com>

 

Wealth Reporting Support (WealthReportingSupport@canadalife.com) has sent you an encrypted message. Un message crypté vous a été envoyé. 
 

Click here/Cliquez ici



Encrypted message from Canada Life Assurance Company. Message crypté de Canada Life Assurance Company. 
Privacy Statement 


Learn More on email encryption. 
Microsoft Corporation, One Microsoft Way, Redmond, WA 98052 




-- 
Geoff Barnett
Barnett Wealth Management Inc.
Financial Services and Employee Benefits
39 Collier St. Barrie, ON L4M 1G5
Phone: (705) 503-9690 
Toll-Free: (833) 503-9690 
Cell : (705) 725-3601
www.barnettwealth.com",True,2025-12-18T14:37:10.000+0000,False,False,005OH0000071DK9YAM,2025-12-18T14:37:10.000+0000,005OH0000071DK9YAM,2025-12-18T19:59:54.000+0000,005OH0000071DK9YAM,2025-12-18T19:59:54.000+0000,(705)503-9690,(705) 725-3601,geoff@barnettwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0rG2YAI,False,,24635001,0030A0000029d7AQAQ,0010A000002w1gyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T15:25:21.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T15:25:21.000+0000,005G0000002gxxjIAA,2025-12-18T15:25:22.000+0000,005G0000002gxxjIAA,2025-12-18T15:25:22.000+0000,(514)880-7767,,janania@npw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0sNIYAY,False,,24633662,0030A0000029nX5QAI,0010A000002wANdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Direct workspace registration err W1507,Medium,"****** DDS**** 12/18/2025
User called as they advised they needed support with registration, DDS authenticated and assisted user with registration.

ref: KB0021888

*******email chain******

Hello Danielle,
   
    It was a pleasure assisting you today, we were able to reset your repnet password and complete your registration for workspace. You can reach out to distribution_methodology@canadalife.com to confirm what type of access you have. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T15:23:58.000+0000,False,False,005OH00000BFQFHYA5,2025-12-18T14:58:52.000+0000,005OH00000BFQFHYA5,2025-12-18T16:08:37.000+0000,005OH00000BFQFHYA5,2025-12-18T16:08:37.000+0000,(647)808-7700,,elke@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0sYZYAY,False,,24634798,0030A0000029ZJrQAM,0010A000002vycqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"Caller Name: BRENDA IBBITSON
Advisor or support staff: Advisor 
Advisor Code: 88588
Advisor Name: BRENDA IBBITSON	
Phone: 	(905) 427-9797
Email: b.ibbitson@iainvestia.ca		
Siebel verification: 	COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED WITH QUESTIONS, ADDRESS/EMAIL ON FILE/CONFIRMED PHONE# ALSO.
Issue: Not able to access Workspace. ERR-W1283

FINDINGS: ERR-W1283> REFERENCE KB0017399 
Locked
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001mRpcAAE%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H9bJAAS%26cntc%3D0035o000004H9bJAAS%26id%3D0055o000001mRpcAAE

RESOLUTION: Following *****KB0017399***. Authenticated as noted above. 
Unlocked the SF profile. had her try with the password she had first. didn't work. she did a password re-set
She was able to sign in/authenticate using Google Authenticator. 
had her sign out and back in again to test with success.


--------------------------------------***DDS  12/18/2025***--------------------------
Hello Brenda,

Thank you for contacting Workspace Support today regarding not being able to login and receiving ERR-W1283.

It was a pleasure speaking to you and helping you re-gain access to Workspace after unlocking your account.

To recap, during our call, we completed authentication, unlocked your account. I had you try to login with the password you had, however as this didn’t work, I then had you re-set the password.

You were then able to sign into Workspace and authenticate using your Google Authenticator. 

I had you sign out and sign in again to test with success.

Reminder to have your Rogers.com email address updated in Apexa, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-18T15:48:13.000+0000,False,False,005OH00000AUS7aYAH,2025-12-18T15:21:37.000+0000,005OH00000AUS7aYAH,2025-12-18T15:48:13.000+0000,005OH00000AUS7aYAH,2025-12-18T15:48:13.000+0000,(905)427-9797,,bdelong@rogers.com,(905)428-2177,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0sbrYAA,False,,24634688,0030A0000029q57QAA,0010A000002wCPGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T15:19:32.000+0000,False,False,005OH000003ds0PYAQ,2025-12-18T15:19:32.000+0000,005OH000003ds0PYAQ,2025-12-18T15:19:33.000+0000,005OH000003ds0PYAQ,2025-12-18T15:19:33.000+0000,(613)968-6751X1025,(613) 885-9335,liseallin.ceo@gmail.com,(613)968-2845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0szzYAA,False,,24633386,0030A0000029l3bQAA,0010A000002w8GGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Assistant Access - TPA form and account registration for new user.,Medium,"***DDS*** 12/18/25
Name:  Rob Torrance
Phone: 
Agent code: E1602
Reference: KB0017372 & call assist

Hello Rob,

Thank you for contacting the Workspace support group, I would be happy to assist you regarding adding a delegate. 

To add or remove delegates in Workspace the Advisor will need to submit a Third-Party Access form.  

Please see attached TPA form, please complete and send it to distribution_methodology@canadalife.com as instructed on the form.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Torrance, Rob <RTorrance@assante.com> 
Sent: December 17, 2025 5:13 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Friesen, Ivete <ifriesen@assante.com>
Subject: 24633386 - [EXT] Assistant Access

Hello Canada Life, Please give my assistant access to my advisor codes for client servicing: Agent code E1602 Ivete Friesen Ifriesen@ assante. com Thanks, Rob Torrance, CFP®, B. Sc. (Hons) Senior Wealth Advisor Assante Financial Management Ltd. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Canada Life,

Please give my assistant access to my advisor codes for client servicing: Agent code E1602

Ivete Friesen
Ifriesen@assante.com

Thanks,

Rob Torrance, CFP®, B.Sc. (Hons)
Senior Wealth Advisor

Assante Financial Management Ltd.
101-33386 South Fraser Way, Abbotsford BC, V2S 5J8

T:604.859.9966
rtorrance@assante.com
www.ptwealthadvisors.ca  
 
TO REQUEST AN APPOINTMENT CLICK HERE",True,2025-12-18T14:52:59.000+0000,False,False,005OH00000BGeeHYAT,2025-12-18T14:52:59.000+0000,005OH00000BGeeHYAT,2025-12-18T15:05:21.000+0000,005OH00000BGeeHYAT,2025-12-18T15:05:21.000+0000,(604)852-1804,(604) 226-7707,rtorrance@assante.com,(604)852-0503,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0tWDYAY,False,,24633127,0030A0000029VHeQAM,0010A000002vvESQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,GWL Policy Workspace Access,Medium,"***DDS 2025-12-18***
User wanted to access their GWL policies on Workspace.
DDS advised user to fill out SONLY request form for former Gold Key business.
 
================================================================================
****Email Chain**
Hello Arujun,

Thank you for contacting the Workspace Support team regarding Willy’s GWL policy access issue. Old GWL policies will not be accessible in Willy’s current Workspace account for MGA business. Please have Willy complete the following form and Distribution Methodology will review and advise the user on if they can obtain a Workspace access for their GWL business: Service only Workspace access request form

In the meantime, the advisor can contact Client Service Centre at 1-888-252-1847 to obtain client and policy information for these GWL policies.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Sra, Arjun <Arjun.Sra2@canadalife.com> 
Sent: December 17, 2025 4:13 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: Required: GWL Comp Code to Access Client Policies

Hello,

I was wondering if we would help this advisor access his old GWL Policies.

He has provided the following information.

What are the next steps we can take?

Regards,


Arjun Sra
Business Development Associate | Investments
Business Line: 778-726-2083
E-mail: arjun.sra2@canadalife.com 

Chris Lane, CIM
Director of Business Development | Investments
Business Line: 778-384-0192
E-mail: chris.lane@canadalife.com 

Bulla Islam
Business Development Manager | Investments
Business Line: 778-217-1444
E-mail: bulla.islam@canadalife.com 
LinkedIn: Bulla Islam


 
 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Willy Cua <wcafinancial@gmail.com> 
Sent: December 17, 2025 10:47 AM
To: Sra, Arjun <Arjun.Sra2@canadalife.com>
Subject: [EXT] Re: Required: GWL Comp Code to Access Client Policies

Hi Arjun, The bottom of my Producer statement shows: ""AGT - #M9028 - All - MCUA - M9813 Hope this works Thanks Willy Cua From: Sra, Arjun <Arjun. Sra2@ canadalife. com> Sent: Monday, December 8, 2025 3: 18 PM To: wcafinancial@ gmail. com
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Arjun,

The bottom of my Producer statement shows:

""AGT - #M9028 - All - MCUA - M9813

Hope this works

Thanks
Willy Cua
________________________________________
From: Sra, Arjun <Arjun.Sra2@canadalife.com>
Sent: Monday, December 8, 2025 3:18 PM
To: wcafinancial@gmail.com <wcafinancial@gmail.com>
Subject: Required: GWL Comp Code to Access Client Policies 
 
Hello Willy,
 
I was wondering if you had your GWL Comp Code’s handy. We require them in order to access your client’s policies.
 
Please let me know whenever you have a chance.
 
Regards,
 
 
Arjun Sra
Business Development Associate | Investments
Business Line: 778-726-2083
E-mail: arjun.sra2@canadalife.com 
 
Chris Lane, CIM
Director of Business Development | Investments
Business Line: 778-384-0192
E-mail: chris.lane@canadalife.com 

Bulla Islam
Business Development Manager | Investments
Business Line: 778-217-1444
E-mail: bulla.islam@canadalife.com 
LinkedIn: Bulla Islam
 

 
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-18T14:46:31.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T14:46:31.000+0000,005OH00000AX0rVYAT,2025-12-18T14:46:32.000+0000,005OH00000AX0rVYAT,2025-12-18T14:46:32.000+0000,(604)451-0416,604-619-0861,wcafinancial@gmail.com,(604)676-0324,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0uvMYAQ,False,,24635645,0030A0000029aiJQAQ,0010A000002vzn7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T15:37:15.000+0000,False,False,005OH000007fgYjYAI,2025-12-18T15:37:15.000+0000,005OH000007fgYjYAI,2025-12-18T15:37:15.000+0000,005OH000007fgYjYAI,2025-12-18T15:37:15.000+0000,(819)566-7070X2118,819-347-7624,mario.therrien@patrimoinefinancier.com,(819)821-0117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0vBUYAY,False,,24634842,003G0000018f70DIAQ,0010A000002wP2qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T15:22:30.000+0000,False,False,0050A000000WjqvQAC,2025-12-18T15:22:30.000+0000,0050A000000WjqvQAC,2025-12-18T15:22:30.000+0000,0050A000000WjqvQAC,2025-12-18T15:22:30.000+0000,(613)935-3996,(613) 551-6109,dave@bmfgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0vpmYAA,False,,24634615,003G0000018f6YvIAI,0010A000002wOW0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CRM Download,Medium,"Caller Name: Peter Bennett
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name: Peter Bennett	
Phone: (416) 203-1977 
Email: pbennett@blueprintwealth.ca	
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: 2 emails received within 1hr of each other.
I have extracted all the data, but there is a corrupt file, so the folder I sent them to on my One Drive has a red x beside it.
How do I find the bad file and remove it or rename it?

FINDINGS:  ****KB0021997 *** 

--------------------------------------***DDS  12/18/2025***--------------------------
RESOLUTION:  ADVISED HIM TO CONTACT HIS TSP, AS PER THE KB
TSP is Zia Hameed
zia.hameed2@advicecanada.com
416-552-3541
--------------------------------------***DDS  12/18/2025***--------------------------
Hello Peter, 

Thank you for contacting Workspace Support. 

We received both your messages. 

I’m glad to hear you were finally able to extract the data after sending the first message. 

I’ve reviewed this message below and unfortunately our team here at Workspace Support is not equipped to help you resolve this. 

You can reach out to your Technology Services Provider for assistance. I’ve included their contact information below for you. 
Zia Hameed
zia.hameed2@advicecanada.com
416-552-3541

This PDF file may able provide some information to assist you as well, understanding-your-crm-data-job-aid-en.pdf

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 




--------------------------------------***DDS  12/18/2025***--------------------------
EMAIL #2 RECEIVED
--------------------------------------***DDS  12/18/2025***--------------------------
have extracted all the data, but there is a corrupt file, so the folder I sent them to on my One Drive has a red x beside it.
How do I find the bad file and remove it or rename it?

Peter Bennett, CLU,CH.F.C.,CFP, RIS, MFA-P™
Financial Planner
Investment Representative
Quadrus Investment Services Limited
BluePrint Wealth & Estate Planning Inc.
""Securing What You Value""
Tel: (416) 203-1977 
Toll-free: (877) 777-7598
www.blueprintwealth.ca

--------------------------------------***DDS  12/18/2025***--------------------------
EMAIL #1 RECEIVED
--------------------------------------***DDS  12/18/2025***--------------------------
I have 12 files to download and extract. I’m on # 5. I’ve been getting this message on the last two or three. What is my answer to the question?
Thanks
 

Peter Bennett, CLU,CH.F.C.,CFP, RIS, MFA-P™
Financial Planner
Investment Representative
Quadrus Investment Services Limited
BluePrint Wealth & Estate Planning Inc.
""Securing What You Value""
Tel: (416) 203-1977 
Toll-free: (877) 777-7598
www.blueprintwealth.ca",True,2025-12-18T19:33:48.000+0000,False,False,005OH00000AUS7aYAH,2025-12-18T15:18:22.000+0000,005OH00000AUS7aYAH,2025-12-18T19:33:48.000+0000,005OH00000AUS7aYAH,2025-12-18T19:33:48.000+0000,(416)203-1977X27,(416) 366-2971 ext. 7456(not in service),pbennett@blueprintwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i0zzuYAA,False,,24634799,003G0000018f7G9IAI,0010A000002wPKwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustration password reset,Medium,"ASA- Amanda brant needed assistance with password reset. After authentication, shared temporary password and they created new password for them. This allows them to login successfully.

Hello Amanda,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.

In our today’s call, you needed assistance with product illustrations password reset. After authentication, I gave you the temporary password for RepNet and you created your new password for product illustrations. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T15:22:04.000+0000,False,False,005OH00000BFiyTYAT,2025-12-18T15:21:37.000+0000,005OH00000BFiyTYAT,2025-12-18T15:22:04.000+0000,005OH00000BFiyTYAT,2025-12-18T15:22:04.000+0000,(613)771-0115,,glenvaters@awmi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i101SYAQ,False,,24638013,003OH00000PgA4dYAF,001OH00000VFBBCYA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:16:24.000+0000,False,False,0055o000002KxaMAAS,2025-12-18T16:16:24.000+0000,0055o000002KxaMAAS,2025-12-18T16:16:25.000+0000,0055o000002KxaMAAS,2025-12-18T16:16:25.000+0000,(403)332-3334,,loren@qopiafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i11X3YAI,False,,24636131,003G0000018f6rWIAQ,0010A000002wOtGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Something Went Wrong Error - TAN,Medium,"Advisor confirmed issue resolved.

Advisor trying to submit an application with a split commission and is getting SWW error TAN. Sent to Simple Protect Team for investigation. INC1942273

APP ID: 60924613-8 

===Email Chain===

Good morning Steven,

Thank you for confirming you were able to submit the application.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Steven Bakouris <steven@springleaf.ca> 
Sent: December 19, 2025 10:24 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: [EXT] Re: Issue with Simple Protect application 60924613-8 

I have confirmed the application submitted, thank you for your support on this case. Merry Christmas and a Happy New Year! Steven Steven Bakouris, B. A. Econ. , CFP, CHS Springleaf Financial Group Inc. Certified Financial Planner/Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I have confirmed the application submitted, thank you for your support on this case.

Merry Christmas and a Happy New Year!

Steven

Steven Bakouris, B.A. Econ., CFP, CHS
Springleaf Financial Group Inc.
Certified Financial Planner/Investment Representative
Quadrus Investment Services Ltd.
410-1620 Dickson Ave., Kelowna BC V1Y 9Y2 (Landmark 5)
Tel: (306) 993-1828 | Office: (250) 718-7232 ext. 116 | Fax (236) 420-1180
www.springleaf.ca 
Executive Assistant
Maricel Sison Gyampadu  (306) 993-1829
 
 2025 TFSA contribution limit is $7,000 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused but any virus present.
 If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”. [Please note, your unsubscribe request may take up to 10 business days to process, and you may continue to receive message like this during that period.  In addition, you will continue to receive transactional or other message from me that are permitted by law after you have unsubscribed.]
 London Life is now Canada Life, and Freedom 55 Financial is now a division of Canada Life. This change doesn’t affect contracts or policies you may have with London Life. Learn more at canadalife.com/onecompany or give me a call. All references to Freedom 55 Financial, London Life or in any communications, materials or forms (including any attachments to this email) refer to The Canada Life Assurance Company.

________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: December 19, 2025 12:05 PM
To: Steven Bakouris <steven@springleaf.ca>
Cc: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: RE: Issue with Simple Protect application 60924613-8 
 
Good afternoon Steven,
We’ve just heard back from our digital lab that they’ve made a correction in the backend system and you should be able to proceed with this application. Please confirm when you have a moment.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas
 
 
 
 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 18, 2025 10:50 AM
To: Bakouris, Steven <steven@springleaf.ca>
Cc: Kokaritis, Teri <Teri.Kokaritis@canadalife.com>
Subject: Issue with Simple Protect application 60924613-8 


Good morning Steven,

We’re reaching out to you regarding the issue you’re experiencing with Simple Protect when trying to submit this application with a split commission.

We’ve escalated this issue for further investigation with the Simple Protect Team and will provide an update within 2 business days.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas",True,2025-12-22T16:59:26.000+0000,False,False,0050A000000qsPeQAI,2025-12-18T15:45:35.000+0000,0050A000000qsPeQAI,2025-12-22T16:59:27.000+0000,0050A000000qsPeQAI,2025-12-22T16:59:27.000+0000,(306)993-1828,(306) 533-8876,steven@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1203YAA,False,,24636506,0030A000005f2PEQAY,0010A000006P8NJQA0,,,,,,,012OH000000ijW5YAI,Closed,,Email,,AOR Request,Medium,"***DDS*** 12/22/25
Name: Zachary Clarke
Phone:
Agent code: E6138
Reference: KB0017316 

Hi Tanya,

LL34029 is Zach’s London Life Login, this is not the correct login to see policy 60277448P.   Policy 60277448P is aligned to Advisor code E6138, Zach needs to login to his MGA Workspace which he has not yet completed registration for.   

I will include the job aid for Zach to register his MGA Workspace.   If he needs assistance, we will need to connect with Zach over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Tanya Smet <tanya.smet@stratawealth.ca> 
Sent: December 22, 2025 8:55 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Clarke, Zack <zack.clarke@stratawealth.ca>
Subject: Re: 24636506 - FW: [EXT] AOR Request

Hi Vinh, Thank you for helping me out. Zack is trying to access this policy. Advisor Name: Zachary Clarke Advisor Code: LL34029 I'm not sure if the E6138 is connected to the above code or not. Could we get them connected? Thanks, TANYA SMET
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Vinh, 

Thank you for helping me out. 

Zack is trying to access this policy. 

Advisor Name: Zachary Clarke
Advisor Code: LL34029

I'm not sure if the E6138 is connected to the above code or not. Could we get them connected?

Thanks, 

 		TANYA SMET  
Client Service Manager
  705.645.3229
  888.641.0688
tanya.smet@stratawealth.ca






***DDS*** 12/18/25
Name:  TANYA SMET  
Phone: 
Agent code: E6138
Reference: 

Advisor name: ZACHARY CLARKE

Hello Tanya,

Thank you for contacting the Workspace support group, I would be happy to assist you regarding Policy 60277448P.

Our records does indeed show that Policy 60277448P is alligned to Zachary Clarke’s MGA Advisor code E6138.  

Please confirm who’s login workspace is trying to locate Policy 60277448P so we can confim access.  Our records shows that Zachary did not complete MGA workspace registration?

Advisor/ASA Name:
Advisor code:

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Anderson, Shelly <Shelly.Anderson@canadalife.com> 
Sent: December 17, 2025 1:33 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: tanya.smet <tanya.smet@stratawealth.ca>
Subject: 24636506 - FW: [EXT] AOR Request

Hello,

Please assist Tanya as per the attached, the code on the attached is aligned to the CL direct code F5479 however as the business was sold through the Cl MGA channel the business must stay within the same channel.  No cross channeling.  

The change was made to Zachary Clarke’s MGA code E6138.

Thank you.

Shelly Anderson (she/her)
Sr. Business Operations Co-ordinator  |  Sales Effectiveness & Performance
Shelly.Anderson@canadalife.com   |   416-552-5489

Vacation  time off:
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com> 
Sent: November 17, 2025 11:15 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: [EXT] AOR Request

 
________________________________________
From: Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com>
Sent: Monday, November 17, 2025 4:15:07 PM (UTC+00:00) Monrovia, Reykjavik
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: FW: [EXT] AOR Request
Hi there,
 
Please see the email below and attached forms.
 
Could you please handle it?
 
Thank you,
 
Victoria Gershfang
Workflow Coordinator, Central Services and Strategy
100 Osborne Street North 3C 
Winnipeg, MB, R3C 1V3
Phone: (204)-813-0218
Toll Free: 1-888-333-8902
Email: Victoria.Gershfang@canadalife.com
 
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com     Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: Processing <Processing@canadalife.com> 
Sent: November 12, 2025 9:07 AM
To: Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com>
Subject: FW: [EXT] AOR Request
 
Greetings,
 
This was sent to Wealth, but the policy looks to be for insurance.
 
Could you please handle?
 
Kind Regards,
 
Processing
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Processing <Processing@canadalife.com> 
Sent: November 12, 2025 9:23 AM
To: IC Wealth Workflow Separation System <ICWealthWFSeparation@canadalife.com>
Subject: FW: [EXT] AOR Request
 
 
________________________________________
From: Tanya Smet <tanya.smet@stratawealth.ca>
Sent: Wednesday, November 12, 2025 9:21:52 AM (UTC-05:00) Eastern Time (US & Canada)
To: Processing <Processing@canadalife.com>
Subject: [EXT] AOR Request
Hello,  This AOR request was sent September 25th. I received email communication from Cecilia Sorian on October 15th saying that it had been processed but would take 2 days to show on teh system. However, it's now November 12 and it's
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 
 
 
ZjQcmQRYFpfptBannerEnd
Hello, 
 
This AOR request was sent September 25th. I received email communication from Cecilia Sorian on October 15th saying that it had been processed but would take 2 days to show on teh system. However, it's now November 12 and it's still not showing up under Zack's code. 
 
Can someone look into this and get back to me?
 
Thanks!
 		TANYA SMET  
Client Service Manager
  705.645.3229
  888.641.0688
tanya.smet@stratawealth.ca",True,2025-12-18T15:52:14.000+0000,False,False,005OH00000BGeeHYAT,2025-12-18T15:52:14.000+0000,005OH00000BGeeHYAT,2025-12-22T14:20:17.000+0000,005OH00000BGeeHYAT,2025-12-22T14:20:17.000+0000,(705)474-7526,,zack.clarke@stratawealth.ca,(705)474-6558,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i13nKYAQ,False,,24635186,0031600002DTIi4AAH,0010A000002wNARQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CL RRSP app error issue - Error WAO_8001,Medium,"User has confirmed that the issue has been resolved
unable to complete application due to an error

=============================================================================

****Email Chain****

Hello Joel,

Thank you for confirming that the issue has resolved itself.

If there is anything else we can assist you with, please do not hesitate to reach out. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Joel Lapierre <JLapierre@giffordcarr.ca> 
Sent: December 17, 2025 3:23 PM
To: Murphy, Tammy <Tammy.Murphy@advicecanada.com>; Steele, Chloe <csteele@giffordcarr.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Sell Kim - CL RRSP app error issue

Logged back in and it worked. Joel Lapierre, PFA Advisor T 613. 596. 9101 | C 613. 914. 4002 Disclaimer | Privacy Policy giffordcarr. ca Book a meeting From: Murphy, Tammy <Tammy. Murphy@ advicecanada. com> Sent: December 17, 2025 10: 40 AM To: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Logged back in and it worked. 

 	Joel Lapierre, PFA
Advisor
T 613.596.9101 | C 613.914.4002

Disclaimer | Privacy Policy

       	  giffordcarr.ca
			
Book a meeting



From: Murphy, Tammy <Tammy.Murphy@advicecanada.com> 
Sent: December 17, 2025 10:40 AM
To: Joel Lapierre <JLapierre@giffordcarr.ca>; Chloe Steele <CSteele@giffordcarr.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Sell Kim - CL RRSP app error issue

CAUTION: External Sender. Do NOT respond, click links, or open attachments unless you were expecting and know the content is safe.

Hi Joel, no I’m afraid not. I’ve looped in WS support 

Thank you,

Tammy Murphy
Advisor Support Associate 
Tammy.Murphy@canadalife.com | 613-270-6829

Absence Alert – Dec 22-26

 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
Any personal information you provide will be used in accordance with our privacy policy.

From: Joel Lapierre <JLapierre@giffordcarr.ca> 
Sent: December 17, 2025 10:35 AM
To: Murphy, Tammy <Tammy.Murphy@advicecanada.com>; Steele, Chloe <csteele@giffordcarr.ca>
Subject: [EXT] Sell Kim - CL RRSP app error issue

Either of you came across this error before? I just did her TFSA app, and with the RRSP I am getting this. Cannot retrieve my advisor info?? Joel Lapierre, PFA Advisor T 613. 596. 9101 | C 613. 914. 4002 Disclaimer | Privacy Policy giffordcarr. ca

Either of you came across this error before? I just did her TFSA app, and with the RRSP I am getting this. Cannot retrieve my advisor info??

 
 	Joel Lapierre, PFA
Advisor
T 613.596.9101 | C 613.914.4002

Disclaimer | Privacy Policy

       	  giffordcarr.ca
			
Book a meeting


=============================================================================

Hello Joel,

We understand that you are receiving an error message when trying to complete your client’s application. I’d be happy to assist you.

Can you please confirm your FundServ code. This way we can investigate further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Murphy, Tammy <Tammy.Murphy@advicecanada.com> 
Sent: December 17, 2025 9:40 AM
To: Joel Lapierre <JLapierre@giffordcarr.ca>; Steele, Chloe <csteele@giffordcarr.ca>
Cc: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Sell Kim - CL RRSP app error issue

Hi Joel, no I’m afraid not. I’ve looped in WS support 

Thank you,

Tammy Murphy
Advisor Support Associate 
Tammy.Murphy@canadalife.com | 613-270-6829

Absence Alert – Dec 22-26

 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
Any personal information you provide will be used in accordance with our privacy policy.

From: Joel Lapierre <JLapierre@giffordcarr.ca> 
Sent: December 17, 2025 10:35 AM
To: Murphy, Tammy <Tammy.Murphy@advicecanada.com>; Steele, Chloe <csteele@giffordcarr.ca>
Subject: [EXT] Sell Kim - CL RRSP app error issue

Either of you came across this error before? I just did her TFSA app, and with the RRSP I am getting this. Cannot retrieve my advisor info?? Joel Lapierre, PFA Advisor T 613. 596. 9101 | C 613. 914. 4002 Disclaimer | Privacy Policy giffordcarr. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Either of you came across this error before? I just did her TFSA app, and with the RRSP I am getting this. Cannot retrieve my advisor info??

 
 
Joel Lapierre, PFA
Advisor
T 613.596.9101 | C 613.914.4002

Disclaimer | Privacy Policy

       
  giffordcarr.ca
			
Book a meeting",True,2025-12-18T16:16:59.000+0000,False,False,005OH000002iN7pYAE,2025-12-18T15:29:11.000+0000,005OH000002iN7pYAE,2025-12-18T16:16:59.000+0000,005OH000002iN7pYAE,2025-12-18T16:16:59.000+0000,(613)914-4002,(613) 633-0110,jlapierre@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i15MDYAY,False,,24639428,0030A0000029kMXQAY,0010A000002w7iKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:38:53.000+0000,False,False,005OH000003ds0PYAQ,2025-12-18T16:38:53.000+0000,005OH000003ds0PYAQ,2025-12-18T16:38:53.000+0000,005OH000003ds0PYAQ,2025-12-18T16:38:53.000+0000,(905)415-2214,416-879-7647,david@financialinsuranceconsultants.com,(905)764-8790,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i16DJYAY,False,,24635177,0030A0000029ZG7QAM,0010A000002vyaJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset Workspace Password,Medium,"NAME: TODD HOUNSOME 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 31657
PHONE: 
EMAIL: todd.hounsome@brokerstrust.ca 
 
ISSUE: 
Log in issues
Not getting the reset password link
 
AUTHENTICATION (If Required):
KB0017399 - 
User could not pass authentication since they could not confirm all of their advisor codes.
 
 
FINDINGS:
None of their accounts were locked so user should not be having any issues with getting the reset password link
 
TROUBLESHOOTING/RESOLUTION:
 I could not authenticate caller so I advised them to try the reset password link againf rom their end.
They did not receive the email
Advised user to confirm their codes with their MGA and give us a call back.

 
EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
No email sent",True,2025-12-18T21:57:07.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T15:29:03.000+0000,005OH00000BGf2TYAT,2025-12-18T21:57:07.000+0000,005OH00000BGf2TYAT,2025-12-18T21:57:07.000+0000,(905)760-1515,,todd@brokerstrust.ca,(905)760-0240,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i16ZuYAI,False,,24636182,0030A0000082lETQAY,0010A000008vGw9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Email Update,Medium,"NAME: AMANDA VAN SOELEN 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: H7526
PHONE: 1 519-822-8021 
EMAIL: avansoelen@luminway.ca
 
ISSUE: 
User is looking to update their email for workspace. 
 
AUTHENTICATION (If Required):
KB0023058 
Authenticated user as MGA advisor\
Passed authentication
 
FINDINGS:
KB0023058
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user
Updated email on workspace
Sent email to Tracy.Aphayvong@canadalife.com  since advisor update email on APEXA but update has not come through
 
EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
Hello Amanda,
Thank you for contacting Workspace Support about updating your email address on file.
During the call, I was able to successfully update your workspace sign in email to avansoelen@luminway.ca. In the future, please sign in to Workspace using this email and your current password. As mentioned during the call, please also log into APEXA and update your email address there so all the information on our systems match. Finally, please see attached the TPA form which needs to be filled out and sent to Distribution_Methodology@canadalife.com. Once it is processed, your associate will be sent a welcome letter advising them to register for Workspace.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com ",True,2025-12-18T16:01:12.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T15:46:22.000+0000,005OH00000BGf2TYAT,2025-12-18T16:01:12.000+0000,005OH00000BGf2TYAT,2025-12-18T16:01:12.000+0000,(519)822-8021X265,,avansoelen@luminway.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i17NuYAI,False,,24636582,0030A000006YfV0QAK,0010A000007Jv1dQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T15:53:27.000+0000,False,False,0050A000000Hq5PQAS,2025-12-18T15:53:27.000+0000,0050A000000Hq5PQAS,2025-12-18T15:53:27.000+0000,0050A000000Hq5PQAS,2025-12-18T15:53:27.000+0000,(416)475-5926,(416) 475-5926,joe@filicefinancial.com,(416)475-5926,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000Hq5PQAS,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i17e4YAA,False,,24636416,0030A0000029n9UQAQ,0010A000002wA3BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DFSA Application issue,Medium,"Caller Name: Rosita Chan
Advisor or support staff: Advisor support
Advisor Code: H9723
Advisor Name: JIA JIA LI	MGA
Phone: 647-618-7488
Email: a01.financials@gmail.com	
Siebel verification: Completed
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: Completed
Issue: 2 ISSUES

1. FOLLOWING UP ON INC1940061--REACHED OUT TO JASON AS TICKET IS TIED TO HIM. NO NOTES AS TO ANY WORK BEING DONE AS YET. Jason noted to let her know its still being worked on and he will update once resolved.----RESOLVED ON THIS CALL/UPDATED HER


2. Started an application and tried to make changes however the changes were not being reflected on the application, No errors. Has since started a new application which worked ok but wants to know why this issue with Application Tracking#48734
application wasn't sent to client. changes were made but not being reflected and now just keeps loading.

FINDINGS: Did a log me in session to capture information. 

Application Tracking#48734- See attached screenshot.
Changes were made in the Contribution and Fund Details section (Investment Description). when she previews the Transfer forms, its showing Investment description was not changed. Had her try with me on the call, saved and exit, then reviewed again, form 1 and form 2 are not showing the reflected change made on Investment description. 
Had her try to update the forms, it does not save the changes and instead on the preview forms its only picking up the changes seen on form 2.

Form 1 not being saved/changes reflected.
Called Assist desk/spoke to Samantha and shared my screen with her as well and she saw the issue.

CHECKED KB0019855 BUT NO KBS FOUND FOR THIS PARTICULAR ISSUE

RESOLUTION: 
ISSUE #1 RESOLVED.
ISSUE #2: TICKET MOVED TO L2 SAMANTA AS SHE WILL ESCALATE AND GET BACK TO ROSITA.  Samantha will open a ticket to investigate. noted to still send a follow up email to Rosita.

--------------------------------------***DDS  12/18/2025***--------------------------
Hello Rosita,

Thank you for contacting Workspace Support today regarding Seg Fund Application Tracking#48734.

As discussed, the application needed some changes and although those changes were made, they were not reflected on the forms.

During our log me in session, we attempted to sign out/in again updated the application with the changes but its still not being reflected on the forms.

We’ve escalated the issue, and our lab will further investigate and get back to you once they have an update.

With regards to your reference INC1940061- Our team is still working on this and they will update you further as soon as more information is available. 

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.",True,2025-12-18T17:07:13.000+0000,False,False,005OH00000AUS7aYAH,2025-12-18T15:50:32.000+0000,005OH00000AUS7aYAH,2025-12-18T17:12:06.000+0000,005OH00000AUS7aYAH,2025-12-18T17:12:06.000+0000,(416)721-9287,,rli.financials@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i180iYAA,False,,24638196,0030A0000029jyOQAQ,0010A000002w7O2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:19:26.000+0000,False,False,0055o000001NWfMAAW,2025-12-18T16:19:26.000+0000,0055o000001NWfMAAW,2025-12-18T16:19:26.000+0000,0055o000001NWfMAAW,2025-12-18T16:19:26.000+0000,(905)707-1087,4373333339,trangkphan@yahoo.com,(905)707-1086,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i193BYAQ,False,,24637639,0030A0000029oqrQAA,0010A000002wBRIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:10:36.000+0000,False,False,005OH000007fgYjYAI,2025-12-18T16:10:36.000+0000,005OH000007fgYjYAI,2025-12-18T16:10:36.000+0000,005OH000007fgYjYAI,2025-12-18T16:10:36.000+0000,(514)334-4452,(514) 777-7975,jacques@jacqueslaframboise.com,(514)336-7511,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i19eDYAQ,False,,24635981,0030A0000029jb6QAA,0010A000002w75tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T15:42:50.000+0000,False,False,0055o000002DK5fAAG,2025-12-18T15:42:50.000+0000,0055o000002DK5fAAG,2025-12-18T15:42:50.000+0000,0055o000002DK5fAAG,2025-12-18T15:42:50.000+0000,(416)818-1972,,bshah72@gmail.com,(905)829-5516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002DK5fAAG,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1A2TYAU,False,,24638279,0031600002T1m9JAAR,0010A000002wNzJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Delegate CRM inquiry,Medium,"*** DDS 18DEC2025 ***
delegate inquiring about CRM data - provided messaging as per KB0019824 (advisor in cohort 3)
-------------------------EMAIL CHAIN:
Hello Wendy,

Thank you for contacting Workspace Support regarding your CRM data inquiry below. The CRM Extract file was available to the Advisor through their Advisor Solutions Workspace account and not available to delegates such as yourself. The notification below is to advise that the CRM functionality has been removed from Workspace as the 90-day window to download the data has passed. Please let me know if you have any other questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Wendy Gibbs <wendy@myinsurancedepartment.ca> 
Sent: December 18, 2025 8:21 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Parry, Trevor <trevor@trevorparry.com>
Subject: [EXT] Delegate CRM Data - C24638279

I do not have Delegate CRM Data in my settings to move forward. If I had this function, where would I download it to? Advisor Trevor Parry #D9209, 97241, #136300 Delegates: You’re receiving this email because you have an active delegation in
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
I do not have Delegate CRM Data in my settings to move forward.  If I had this function, where would I download it to?
Advisor Trevor Parry #D9209, 97241, #136300

Delegates: You’re receiving this email because you have an active delegation in Workspace with an advisor in this group. To check your delegations, go to Workspace > My settings > Delegate CRM Data.

Thank you for your time and attention as we worked with you to prepare for the removal of the client relationship management (CRM) function in Workspace. It’s been 90 days since we extracted your CRM data from Workspace and as a result, you’ll now be switched you to your new Workspace experience without CRM functionality.

We let you know in previous emails you had 90 days from the time we made your extracted CRM data available to you for download and validation. If you haven’t downloaded and validated your CRM data, you’ll no longer be able to access it once your Workspace experience switches.

Your Workspace experience may have already switched if you completed the acknowledgement you've downloaded and reviewed your data.

Delegates: You’re receiving this email because you have an active delegation in Workspace with an advisor in this group. To check your delegations, go to Workspace > My settings > Delegate CRM Data.

Maintaining clients’ privacy
When your CRM experience switches, the ‘Is Private’ feature will no longer be supported. As a result, any clients you previously marked as ‘Private’ in Workspace will become visible to any delegates you established in Workspace. As we remove the CRM functionality, please be assured you’ll still have access to all other functionalities in Workspace.
-- 
Thank you

Wendy Gibbs
Client Experience Manager",True,2025-12-18T16:35:09.000+0000,False,False,005OH000006wv2TYAQ,2025-12-18T16:20:46.000+0000,005OH000006wv2TYAQ,2025-12-18T16:35:09.000+0000,005OH000006wv2TYAQ,2025-12-18T16:35:09.000+0000,(416)407-3385,(416) 407-3385,trevor@trevorparry.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1AaIYAU,False,,24636320,0030A0000029ln9QAA,0010A000002w8sGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T15:48:54.000+0000,False,False,0055o000001NWfMAAW,2025-12-18T15:48:54.000+0000,0055o000001NWfMAAW,2025-12-18T15:48:54.000+0000,0055o000001NWfMAAW,2025-12-18T15:48:54.000+0000,(905)624-0008X201,(905)624-0008,zahid@oroojfinancial.com,(905)624-6660,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1B3NYAU,False,,24638708,003OH00000VbKndYAF,001OH00000cY0hgYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:27:34.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T16:27:34.000+0000,005G0000002gxxjIAA,2025-12-18T16:27:35.000+0000,005G0000002gxxjIAA,2025-12-18T16:27:35.000+0000,(514)291-2526,,m.hanne@nolos.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1BuYYAU,False,,24638260,0030A0000029jyOQAQ,0010A000002w7O2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:20:28.000+0000,False,False,0055o000001NWfMAAW,2025-12-18T16:20:28.000+0000,0055o000001NWfMAAW,2025-12-18T16:20:29.000+0000,0055o000001NWfMAAW,2025-12-18T16:20:29.000+0000,(905)707-1087,4373333339,trangkphan@yahoo.com,(905)707-1086,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1Cp4YAE,False,,24649084,003OH00000QpWuwYAF,001OH00000WdqvdYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:19:06.000+0000,False,False,0055o000001h4cFAAQ,2025-12-18T19:19:06.000+0000,0055o000001h4cFAAQ,2025-12-18T19:19:06.000+0000,0055o000001h4cFAAQ,2025-12-18T19:19:06.000+0000,(204)324-3259,,troyvoth@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1D5BYAU,False,,24641007,003G0000018f7ZuIAI,0010A000002wPgkQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Account Password Reset,Medium,"Workspace Account Password Reset - KB0017399 


Helped user reset their password after authenticating them. 

=========================emails=========================

Hi Kevin, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you resolve your Workspace account login issue. If you have any other issues with your Workspace account, don’t hesitate to communicate with us. 

Have a wonderful day!

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete our brief survey



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T17:17:59.000+0000,False,False,0055o000001zVCKAA2,2025-12-18T17:05:13.000+0000,0055o000001zVCKAA2,2025-12-22T15:36:47.000+0000,0055o000001zVCKAA2,2025-12-22T15:36:47.000+0000,(905) 296-0381 ext 27,(289) 230-4331,kevin@mcdonaldhealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1Dt9YAE,False,,24639640,003OH00000ZA1rfYAD,001OH00000iyWi9YAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:42:17.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T16:42:17.000+0000,005G0000002gxxjIAA,2025-12-18T16:42:17.000+0000,005G0000002gxxjIAA,2025-12-18T16:42:17.000+0000,(514)971-4587,,paola.halle91@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1GJ9YAM,False,,24637574,003G0000018f7JeIAI,0010A000002wPOuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Lois,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
LQNLN7VZCA

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Lois,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Lois Bastedo
Code: 15263

Request 2:
Advisor: Lois Bastedo
Code: 15263

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to loisbastedo@awmi.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-18T16:09:40.000+0000,False,False,005OH0000071DK9YAM,2025-12-18T16:09:40.000+0000,005OH0000071DK9YAM,2025-12-18T16:09:40.000+0000,005OH0000071DK9YAM,2025-12-18T16:09:40.000+0000,(613)771-0115,,loisbastedo@awmi.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1HbqYAE,False,,24640492,003G0000018f7DGIAY,0010A000002wPHDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for access to Canada Life Workspace,Medium,"***DDS*** 12/18/25
Name: Danielle DiBenedetto
Phone:
Agent code: F2729
Reference: KB0018469

Hello Danielle,
Thank you for confirming everything is good now, I will close out the ticket.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Danielle Di Benedetto <danielle@rubachwealth.com> 
Sent: December 18, 2025 12:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kapoor, PK <Piyusha.Kapoor@advicecanada.com>; Spada, Marisa <Marisa.Spada@canadalife.com>
Subject: Re: 24640492 - FW: [EXT] Re: Register for access to Canada Life Workspace - Danielle DiBenedetto - Effective December 10, 2025

I am ok. The Workspace support has already helped me. I no longer need assistance. Please disregard my email & thank you for checking. Danielle Di Benedetto Manager, Client Relations Direct/ Office: 647-808-8177 danielle@ rubachwealth. com
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am ok. The Workspace support has already helped me.

I no longer need assistance.

Please disregard my email & thank you for checking. 
	
        	
Danielle Di Benedetto
Manager, Client Relations
Direct/ Office: 647-808-8177
danielle@rubachwealth.com
www.rubachwealth.com
Subscribe to our monthly Newsletter. 
 	 		



Important Communication & Security Notice
To protect your privacy and ensure proper recordkeeping, financial instructions must never be sent via text message or WhatsApp. Please communicate with your advisor exclusively via email or telephone.

Trade Instructions
Trading instructions cannot be accepted via email, voicemail, or text. To initiate a trade, you must speak directly with your advisor by phone or in person.

Phone Call Security
To prevent impersonation, we will verify your identity using pre-established details before discussing any personal or financial matters. If you receive a suspicious call claiming to be from Rubach Wealth, please hang up and contact us directly at 647.808-0086.

This email and any attachments are confidential and may be privileged. If you are not the intended recipient, please delete the message and notify the sender. Unauthorized use, disclosure, or distribution is strictly prohibited.

All mutual fund products are sold through Portfolio Strategies Corporation. Insurance products are sold through Rubach Wealth. Mutual funds are sold exclusively by Representatives who are licensed by provincial regulators and registered with Portfolio Strategies Corporation. Commissions, trailing commissions, management fees, and other expenses may be associated with mutual fund investments. Please read the Fund Facts or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values fluctuate frequently, and their past performance may not be repeated.




***DDS*** 12/18/25
Name:  Danielle DiBenedetto
Phone: 
Agent code: F2729
Reference: KB0018469

Advisor name: ELKE MARIANNE RUBACH

Hello Danielle,

Thank you for contacting the Workspace support group regarding Workspace registration.

 Checking your Workspcae access it shows that you have succesfully logged into your workspace today.

Please confirm if you require futher assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 18, 2025 11:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Danielle Di Benedetto <danielle@rubachwealth.com>; Kapoor, PK <Piyusha.Kapoor@advicecanada.com>; Spada, Marisa <Marisa.Spada@canadalife.com>
Subject: 24640492 - FW: [EXT] Re: Register for access to Canada Life Workspace - Danielle DiBenedetto - Effective December 10, 2025

Hi team,

Can you please assist Danielle on completing the Direct (ADSL) Workspace registration step?

Danielle’s user ID created is DANIELLECL@clext.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Danielle Di Benedetto <danielle@rubachwealth.com> 
Sent: December-18-25 10:16 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Kapoor, PK <Piyusha.Kapoor@advicecanada.com>; Spada, Marisa <Marisa.Spada@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace - Danielle DiBenedetto - Effective December 10, 2025

Good morning Canada Life, Would you kindly assist ? It's been more than a week that I am trying to get this Canada Life access working for me but so far I haven't had any success. I have urgency in getting this access completed. I have
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning Canada Life,

Would you kindly assist ?


It's been more than a week that I am trying to get this Canada Life access working for me but so far I haven't had any success. I have urgency in getting this access completed. 

I have followed the instructions below, as received by Canada Life.

I followed STEP 1 - no issues with that part.  My user ID was set-up as DanielleCL
( I am registered as DanielleCL once compensation access was requested.  Prior to that my login ID was set as 'DanielleCL3' (this was my login without access to compensation, which I believe it was then deleted, once I reached out and requested advisor compensation access ).

I waited a few days and then tried STEP 2 but iI was unsuccessful.

I received the error message below:

Could you please look into this and help me to get set-up ?

Thank you !



 

	
        	
Danielle Di Benedetto
Manager, Client Relations
Direct/ Office: 647-808-8177
danielle@rubachwealth.com
www.rubachwealth.com
Subscribe to our monthly Newsletter. 
 	 		






On Tue, Dec 9, 2025 at 10:51 AM Distribution Methodology <Distribution_Methodology@canadalife.com> wrote:
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	This is a two-step registration process: User ID creation followed by Workspace Registration. Both are required.
•	Do not use your employee ID as your User ID (formerly RepNet ID) as this may restrict your access.
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	You must use the email noted below for all digital platform registrations.
•	Please wait 2 business days after receiving your User ID to register for Workspace.
•	Workspace has separate versions for Canada Life Direct and MGA business; even if you're already registered for the MGA version, you'll need to register separately for the Direct version to manage Direct business.
 
Your registration information
Name:	Danielle DiBenedetto
Advisor code*:	F2729
Activation code:	To follow in a separate email.
Email:	danielle@rubachwealth.com

* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
STEP 1: Register for a User ID (formerly RepNet ID) 
•	Click here to get started and follow the provided instructions.
•	Reminder: Please wait 2 business days after receiving your User ID before proceeding to STEP 2.
STEP 2: Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
•	For iPhone, get the app from the App Store.
•	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Thank you,
 
Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com",True,2025-12-18T16:56:56.000+0000,False,False,005OH00000BGeeHYAT,2025-12-18T16:56:56.000+0000,005OH00000BGeeHYAT,2025-12-18T17:33:57.000+0000,005OH00000BGeeHYAT,2025-12-18T17:33:57.000+0000,(647)349-7070,(647) 808-7700,elke@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1JLvYAM,False,,24640397,0030A0000029bfjQAA,0010A000002w0Y2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Navigation Assistance,Medium,"***DDS 2025-12-18***
User needed assistance navigating Workspace and investigating client products.
DDS referred user to CSC as payment for UL policies are not in Workspace as per the Product Field tracker.
 
================================================================================
****Email Chain**
Bonjour Normand,

Merci pour votre appel concernant le paiement de votre police. Comme nous en avons discuté, les paiements de ce type de police n’est pas disponible dans l’Espace Affaires. Pour cet information, contactez la Service à la Clientèle à 1-888-252-1847 et ils pourrons vous donner l’information que vous recherchez.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T17:09:41.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T16:55:16.000+0000,005OH00000AX0rVYAT,2025-12-18T17:09:41.000+0000,005OH00000AX0rVYAT,2025-12-18T17:09:41.000+0000,(514)703-3125,,sf.ntremblay@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1KQ0YAM,False,,24639525,0030A0000029aiJQAQ,0010A000002vzn7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:40:30.000+0000,False,False,005OH000007fgYjYAI,2025-12-18T16:40:30.000+0000,005OH000007fgYjYAI,2025-12-18T16:40:31.000+0000,005OH000007fgYjYAI,2025-12-18T16:40:31.000+0000,(819)566-7070X2118,819-347-7624,mario.therrien@patrimoinefinancier.com,(819)821-0117,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1Kt1YAE,False,,24639786,0030A0000029m2XQAQ,0010A000002w94BQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA disconnect,Medium,"***** DDS**** 12/18/2025

User callign to disconnect current authenticator and set up a new one as they just changed phones. 

DDS authenticated and disconnected. 

ref: KB0021888


********EMAIL CHAIN************

Hello Kelly, 

   Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you disconnect and reconnect your MFA to ensure account security. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T16:58:07.000+0000,False,False,005OH00000BFQFHYA5,2025-12-18T16:44:42.000+0000,005OH00000BFQFHYA5,2025-12-18T16:58:08.000+0000,005OH00000BFQFHYA5,2025-12-18T16:58:08.000+0000,(306)525-2561X7615,,kmarkwart@investdfsi.ca,(306)757-5872,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1KufYAE,False,,24639579,003G0000018f7KmIAI,0010A000002wPQTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application payment issue,Medium,"**DDS SL Dec 18 2025***

Error message present when applying payment method to Simple Protect application 
Unaware of any known issue 

Escalating to DHAS - INC1942438

***DDS L1***
advisor-PAUL HELEWA
w5603
Alana capesky-ASA calling on behlaf of their advisor. They are trying to run the payment with credit card but getting error message""credit card payment service is down, please try again later"". Called assist line and issue has been escalated.

===Email Chain===",True,2025-12-18T16:41:31.000+0000,False,False,005OH000001yNnaYAE,2025-12-18T16:41:31.000+0000,005OH00000BFiyTYAT,2025-12-18T17:05:41.000+0000,005OH000001yNnaYAE,2025-12-18T17:05:41.000+0000,(416)291-0451,(647) 294-3267,paul@helewafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1L5wYAE,False,,24644589,0035o000005m4ymAAA,0015o000006KSjNAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace MGA Account Registration,Medium,"Workspace MGA Account Registration and User ID password reset  - KB0020858

User needed help to register to their Workspace account. They didnt remember their User ID nor their User ID password. Authenticated them to provide their User ID and help them reset their User ID password. We then did their Workspace account registration. 

=====================emails===================
Hi Harpreet, 

We now need to do the last part. Change your temporary User ID password and create a permanent secure password. 

In order to do so, please click on this link: https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do

Enter the following User ID in the first field: harpreet4477@clext
Enter the temporary password I provided over the phone and click on Continue .

On the next page, enter the temporary password in the first field, and create and confirm a new password. Save the new password.

Your Workspace account is now registered, and your User ID password is now changed. 

If you have any other questions, don’t hesitate to communicate with us. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Thursday, December 18, 2025 1:14 PM
To: harpreet4477@gmail.com
Subject: Phone Call - Workspace Registration - C24644589

Hi Harpreet, 

Thank you for contacting Workspace Support.  


Go to this url: https://workspace.canadalife.com/registration 
-	Click on I have a Canada Life User ID
 
o	Enter your RepNet ID and your User ID (formerly known as RepNet ID) password. 
 
•	Click on Verify and navigate to the next page
 
•	Fill in the required details marked by the red asterisk:
 
•	Click on Next to navigate to the next page
•	Read and accept the Terms of use (scroll to the very bottom of the form to be able to check the checkbox)
 
A verification email will be sent to the user’s email address that was entered in the third step. 
 
•	Verify the email by clicking Verify Now
•	The user’s account will be activated once the email is verified
 
 
You can now login to Workspace using https://lifeco.force.com/workspace/s/login/?language=en

If you are having any issue with this procedure or if you are getting any error message while trying to register, please send us an email with your availability, the best number to reach you and a brief description of the error you are getting and we will schedule a call to help you. 

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T18:36:23.000+0000,False,False,0055o000001zVCKAA2,2025-12-18T18:04:52.000+0000,0055o000001zVCKAA2,2025-12-22T15:42:10.000+0000,0055o000001zVCKAA2,2025-12-22T15:42:10.000+0000,(647)539-2571,(647) 539-2571,harpreet4477@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1MtBYAU,False,,24638321,0030A0000029ap9QAA,0010A000002vzszQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Navigation,Medium,"NAME: EDWARD SPRINGER 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: 53707 
PHONE: 15064705035 
EMAIL: fadvisor.springer@gmail.com 
 
ISSUE: 
User is asking where they can see confirmation of  redemptions for seg fund
 
 
FINDINGS:
This is outside of our scope but we can provide navigation.
 
TROUBLESHOOTING/RESOLUTION:
Called assist to confirm navigation
Logged in to expreience as user to be able to direct user
Advised them to call client services is they still are not finding what they need
 
EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
Hello Edward,
Thank you for contacting Workspace Support today for help with navigating the site.
As mentioned on the call today, you can find confirmation of redemption for your client under the transactions tab when you go into the client detail page and select the asset you are inquiring about. If you do not see the information, you are looking for amongst these transactions, please contact client services who have more information about policy/policy details. As mentioned, at the Workspace team, we assist with navigation of the site or technical issues. 
You can reach client services at 1-888-252-1847.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-18T16:48:25.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T16:21:28.000+0000,005OH00000BGf2TYAT,2025-12-18T16:48:40.000+0000,005OH00000BGf2TYAT,2025-12-18T16:48:40.000+0000,(506)450-2627,(506) 470-5035,fadvisor.springer@gmail.com,(506)633-0435,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1MwPYAU,False,,24638324,003OH00000Ye0FbYAJ,001OH00000hxHDwYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:21:29.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T16:21:29.000+0000,005G0000002gxxjIAA,2025-12-18T16:21:30.000+0000,005G0000002gxxjIAA,2025-12-18T16:21:30.000+0000,(450)508-2174,,gabriel.durand@iggpp.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1NAzYAM,False,,24641634,0030A0000029epUQAQ,0010A000002w356QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA Access,Medium,"NAME: ELLA LANG
ADVISOR OR SUPPORT STAFF: Support Staff
ADVISOR CODE: 66089
ADVISOR NAME: BRIAN STEVANAK 
PHONE: +17788790820 
EMAIL: ela.lange@ig.ca 
 
ISSUE: 
User is trying to get access to their advisor’s business 
 
 
FINDINGS:
Advisor is MGA so a TPA form is needed. 
 
TROUBLESHOOTING/RESOLUTION:
Sent user TPA form for processing
 
EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
Hello Ela,
Thank you for Contacting Workspace Support about getting TPA access for your advisor Brian.
As mentioned on the call, please see attached the TPA form that needs to be filled out for access. Please sent the form to the email Distribution_Methodology@canadalife.com for processing.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-18T17:24:35.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T17:15:40.000+0000,005OH00000BGf2TYAT,2025-12-18T17:24:35.000+0000,005OH00000BGf2TYAT,2025-12-18T17:24:35.000+0000,(604)431-0117,,ela.lange@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1QGrYAM,False,,24638995,0030A000004CczdQAC,0010A000004xld9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace unlock,Medium,"******DDS***** 12/18/2025
User needed account unlocked. DDS authenticated and unlocked user and assisted with password reset.

ref: KB0021888

*********email chain********
Hello Kristin, 

      It was a pleasure assisting you today. We were able to unlock your account and determine what authenticator to use as well. Which gave you access back into workspace. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T16:41:05.000+0000,False,False,005OH00000BFQFHYA5,2025-12-18T16:31:47.000+0000,005OH00000BFQFHYA5,2025-12-18T16:41:06.000+0000,005OH00000BFQFHYA5,2025-12-18T16:41:06.000+0000,(250)919-5868,,kristin@jubinvillefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1SgrYAE,False,,24639496,003OH00000YvpodYAB,001OH00000iX8YZYA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:39:58.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T16:39:58.000+0000,005G0000002gxxjIAA,2025-12-18T16:39:59.000+0000,005G0000002gxxjIAA,2025-12-18T16:39:59.000+0000,(438)524-4320,,1977o2006@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1SnKYAU,False,,24640413,0030A0000029UoCQAU,0010A000002vurkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T16:55:42.000+0000,False,False,005OH00000865wTYAQ,2025-12-18T16:55:42.000+0000,005OH00000865wTYAQ,2025-12-18T16:55:43.000+0000,005OH00000865wTYAQ,2025-12-18T16:55:43.000+0000,(604)936-4325,,vsbarnett@outlook.com,(604)936-4375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1SvNYAU,False,,24639562,0030A0000029lSbQAI,0010A000002w8d1QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"User is not receiving MFA code, indicated it was set up on her Chrome browser. 
Figured it was set up on her Microsoft authenticator- successfully signed in 

Email: peggyma67@gmail.com 
Code: 77245

******************************************************************
Good afternoon, Peggy

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your MFA!
 
During Workspace login it will always request a confirmation (6-digit code) through the Microsoft authenticator you have set up.  
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T16:51:44.000+0000,False,False,005OH00000BG5v4YAD,2025-12-18T16:41:14.000+0000,005OH00000BG5v4YAD,2025-12-18T16:51:44.000+0000,005OH00000BG5v4YAD,2025-12-18T16:51:44.000+0000,(905)886-2200X2388,,peggyma67@gmail.com,(905)513-8997,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1UHIYA2,False,,24642006,0030A0000029ZG4QAM,0010A000002vyaGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TypeError issue in New Business Web App - INC1942537,Medium,"*** DDS 05JAN2026 ***
NB team has tried to reach out to the advisor 7x since the ticket was submitted, will be closed EOD today if no response

*** DDS 18DEC2025 *** - INC1942537 submitted

TypeError issue in New Business Web App

Hi Jason, 

Thank you for contacting Workspace Support.  

As discussed, we’ve reviewed your request and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action at this time. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-05T15:48:37.000+0000,False,False,005OH000006wv2TYAQ,2025-12-18T17:22:14.000+0000,0055o000001zVCKAA2,2026-01-05T15:48:37.000+0000,005OH000006wv2TYAQ,2026-01-05T15:48:37.000+0000,(416)479-0289,,jason@wealthdesigns.ca,(866)383-4397,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1UikYAE,False,,24648663,003OH00000M99VyYAJ,001OH00000QuyOAYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica workspace login assistance,Medium,"LOURDES BOURQUE
P9010

Advisor needed assiatnce with logging in to workspace account. Product them website address and they were able to login.
Hello Lourdes,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with logging in to your workspace account. I provide you the website link and you were able to login from there successfully after entering your one-time activation code.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T19:21:13.000+0000,False,False,005OH00000BFiyTYAT,2025-12-18T19:12:19.000+0000,005OH00000BFiyTYAT,2025-12-18T19:21:13.000+0000,005OH00000BFiyTYAT,2025-12-18T19:21:13.000+0000,(403)681-1813,,lbourque@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1WFqYAM,False,,24640228,0030A0000029ZG7QAM,0010A000002vyaJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Errors ERR-W1281,Medium,"NAME: TODD HOUNSOME 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 31657
PHONE: +14168052628
EMAIL: todd.hounsome@brokerstrust.ca  

ISSUE:
Log in issues after resetting password just now
ERR-W1281
 
AUTHENTICATION (If Required):

 
FINDINGS:
KB0020560 
User might be using the wrong site 
 
TROUBLESHOOTING/RESOLUTION:
Advised them to clear cache and cookies
Issue was not resolved
Connected to user through a logmein session
Navigated user to the right site
Advised them to log in
They were able to log in successfully 
 
EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
Hello Todd,
Thank you for contacting Workspace Support today. It was a pleasure assisting you with your log in errors.
To summarize our call, I connected to your device through a LogMeIn session to troubleshoot your error message. We found that the issue was with the site you had bookmarked and were using to log in. In the future, please log in to workspace through https://workspace.canadalife.com/s/login/?language=en_US.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-18T17:05:58.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T16:52:11.000+0000,005OH00000BGf2TYAT,2025-12-18T17:05:59.000+0000,005OH00000BGf2TYAT,2025-12-18T17:05:59.000+0000,(905)760-1515,,todd@brokerstrust.ca,(905)760-0240,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1XocYAE,False,,24641443,003OH00000YPMt1YAH,001OH00000hRtvtYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Regristration,Medium,"Directed user to register for Workspace. 

Email: tanya@morrisfinancialgroup.ca 
Code: H8654

********************************************************************
Good afternoon, Tanya

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
I'm glad I was able to assist you completing registration so you can successfully sign in. During Workspace login it will always request a confirmation through the Google authenticator you have set up.  You can also learn more about the tools in Workspace by click on the “CE Center (The Learning Center)” locating on the bottom of your Overview page. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T17:22:59.000+0000,False,False,005OH00000BG5v4YAD,2025-12-18T17:12:22.000+0000,005OH00000BG5v4YAD,2025-12-18T17:22:59.000+0000,005OH00000BG5v4YAD,2025-12-18T17:22:59.000+0000,(780)237-1423,,tanya@morrisfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1YT3YAM,False,,24642736,003G0000018f6yvIAA,0010A000002wP1ZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Decom,Medium,"NAME: JOHN MERCER 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: 28024
ADVISOR NAME: 
PHONE: +17096895360 
EMAIL: john@progresswealth.ca 
 
ISSUE: 
Questions about CRM decommission 
 
 
FINDINGS:
Found documents on file about the channges to workspace after CRM changes.
 
TROUBLESHOOTING/RESOLUTION:
 provided information about some t=of the feature that are being removed from Workspace with the CRM decom
 
EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
Hello John,
Thank you for contacting Workspace Support about more information about CRM decommission. 
On the call today, I was able to provide information on some of the functions that are coming to your Workspace with the CRM decommission happening soon. As mentioned, the files you downloaded will no longer be available on Workspace once the update is completed. You should be able to find those files saved on your device. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-18T17:49:05.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T17:34:42.000+0000,005OH00000BGf2TYAT,2025-12-18T17:49:05.000+0000,005OH00000BGf2TYAT,2025-12-18T17:49:05.000+0000,(709)689-5360,(709) 689-5360,john@progresswealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1ZDkYAM,False,,24640918,0030A0000027Gv3QAE,0010A000002wN2mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre error - INC1942496,Medium,"*** DDS Dec 22nd, 2025 - Martin ***
User called back to inform CapIntel issue is still happening. Assist busy, could not get update to messaged Kevin. Case 24713681 with more details.


***DDS SL Dec 18 2025**

Will require escalation to three teams for support 



******DDS**** 12/18/2025
User calling as they were having issues accessing certain systems through workspace. systems like investment centre, capintel and conquest were all giving access denied messaged. 

Per: KB0023403, 

User was escalated to 2nd level.

===Email Chain===

Good afternoon Shurui, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you concerning your access to Capintel, Conquest and Investment Centre.  
We have escalated this issue to the Digital Lab team for immediate investigation and correction. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T17:24:19.000+0000,False,False,005OH000001yNnaYAE,2025-12-18T17:03:34.000+0000,005OH00000BFQFHYA5,2026-01-09T18:14:03.000+0000,005OH000002iN7pYAE,2026-01-09T18:14:03.000+0000,(807)935-8386,(807) 620-6590,dominique@chenardwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1a9yYAA,False,,24645094,003G0000018f6UEIAY,0010A000002wOQwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T18:13:32.000+0000,False,False,0055o000002KxaMAAS,2025-12-18T18:13:32.000+0000,0055o000002KxaMAAS,2025-12-18T18:13:32.000+0000,0055o000002KxaMAAS,2025-12-18T18:13:32.000+0000,(403)313-2026X2,(403) 890-0063,don.rea@myflightplan.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1aPyYAI,False,,24646783,003G0000018f716IAA,0010A000002wP4RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA access to new code/incomplete transfer - INC2034393,Medium,"*** ADS 23MAR2026 ***
user confirmed issue resolved
*** ADS 10MAR2026 ***
INC2034393 submitted regarding the incomplete transfer from LL24903 to LL20131
-----------------------------------------------


SL - Eliese - Feb 26
Patrick from HO reached out regarding this same issue with seeing clients under this code on Workspace.

KIRK WRINN
f7853
Advisor needed assistance for providing access to their new advisor code. Form shared via email.

Hello Patrick,

Thank you for providing this information. Our apologies for the delayed response as we’re experiencing higher than normal volumes. I’m responding on behalf of Manpreet who is currently away.

 We’ve confirmed delegation is setup in Workspace between Kirk and Brandon. If Christine searches on Workspace using the top right global search bar, she is able to enter the advisor code F7853 and press enter (see screenshot below) to see active clients under that advisor code on Workspace. If there are any policies that are active and missing from Workspace, we need the policy numbers and client names to have that investigated further. We were able to confirm that both advisors, Kirk and Brandon, as well as Christine, have access to an active policy on Workspace through the backend system.

 
  
Warm regards, 
    
Eliese A.
Service Leader
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: February 24, 2026 2:39 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: Third party access form Case-24646783

Hello,

Are you able to review and advise on the access issues they’re having? The third-party forms were signed and sent in, and I was advised all they then needed to do (Kirk and Brandon) is delegate access to this code to their admins. They said that completed that, however they still cannot access/view that code in Workspace. Please advise.

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Brandon Brisbois <BrandonBrisbois@mwfg.ca> 
Sent: February 24, 2026 1:18 PM
To: Helmer, Christine K <christinehelmer@mwfg.ca>; Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Cc: Wrinn, Kirk <kirkwrinn@mwfg.ca>; Cramer, Sally <sallycramer@mwfg.ca>
Subject: [EXT] RE: Third party access form Case-24646783

Do I need to sign as well? Should we just setup a workspace account using an email that is jointly owned by Kirk and myself and then delegate access to that workspace to the team? Brandon Brisbois | Partner, CFP, CPA(California) Certified Financial
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Do I need to sign as well? Should we just setup a workspace account using an email that is jointly owned by Kirk and myself and then delegate access to that workspace to the team?

Brandon Brisbois | Partner, CFP, CPA(California)
Certified Financial Planner
Moore Wrinn Financial Group	Investment Representative
Quadrus Investment Services Ltd.
Phone: 613-224-8452 Ext 222
Website | Facebook | Linkedin
Ottawa: 2283 St. Laurent Blvd, Suite 304, Ottawa, ON K1G 5A2
Cornwall: 705 Cotton Mill St. Suite 119 Cornwall, ON K6H 7K7
This email and any attachments are confidential and intended solely for the recipient named. If you receive it in error, please notify me immediately and delete it. Unauthorized copying or distribution is prohibited. To unsubscribe, reply with 'unsubscribe'.
 
 
From: Christine Helmer <christinehelmer@mwfg.ca> 
Sent: February 24, 2026 12:45 PM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Cc: Brandon Brisbois <BrandonBrisbois@mwfg.ca>; Kirk Wrinn <KirkWrinn@mwfg.ca>; Sally Cramer <sallycramer@mwfg.ca>
Subject: RE: Third party access form Case-24646783
Importance: High

Hi Pat,
Sorry this has taken so long to complete. I was finally able to get Kirk and Brandon to set this up, but unfortunately this still does not fix our problem.
All delegates are already in WS for both Kirk and Brandon. However, this does not give us access to their joint clients under advisor code F7853, and there is no place in WS to add an advisor code. We still don’t see their joint clients in WS, and this issue has been dragging on for some time now.  All forms were completed & signed by Kirk (see attached).  
Does anyone have a solution to this problem?
Thanks,
Christine


Christine Helmer, ACS, AIAA | Administrative Support Specialist        
Phone: 613-224-8452 Ext 221  
***Off every Friday***
Availability 7:30 am – 3:30 pm M-T                                    
Moore Wrinn Financial Group                              Quadrus Investment Services Ltd.


From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: January 7, 2026 9:30 AM
To: Christine Helmer <christinehelmer@mwfg.ca>
Subject: FW: Third party access form Case-24646783

Good morning Christine,

See below for steps both Kirk and Brandon need to complete in their Canada Life direct Workspace to delegate access to all within the firm of the new joint code. I’ve already sent a request to have the investment centre access updated.

Setting up a Delegation 
 
Click your name in Workspace in the top right corner, click ”My Settings”, and then click the “Manage Delegates” tab and put in the email address of the person you wish to delegate access of your Book of Business to. 
 
The steps to setup a Delegation are also included in this video.
 
Please note: if you want your MA’s to be able to edit client details and submit servicing requests you will have to give them an “Editor” Delegation.

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: January 7, 2026 8:12 AM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Third party access form Case-24646783

Hi Patrick,

For F7854 Kirk will need to log into his Workspace and delegate access to the user(s) he wishes to have access to this code, and for F7855 Brandon will need to log into his Workspace and delegate access to the user(s) he wishes to have access to this code. Note that Kirk being the principal should by default have access to all codes.

A request to Quadrus will then need to be sent for users needing access to LL20131.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: January-06-26 15:13
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Third party access form Case-24646783

Hello,

Thank you and I shall do that. Can you clarify who needs to complete the delegation for the codes F7854- Kirk and F7855? If they all have firm level access, I presume Kirk and Brandon will both need to delegate to the admins?

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: January 5, 2026 2:16 PM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: Third party access form Case-24646783
Importance: High

Hi Patrick,

The listed names in the attached have firm level (W5129) which will give access to F7853. Can you please work with the firm to make sure delegation access has been completed to each destination code (F7854- Kirk and F7855- Brandon) and ensure that IC delegation has been added for each user on LL20131?

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Christine Helmer <christinehelmer@mwfg.ca> 
Sent: January-05-26 13:04
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] FW: Third party access form Case-24646783
Importance: High

Can you let us know when we will have access to the Quadrus clients in WS for this joint code? Still not showing in WS??? Thanks, Christine Christine Helmer, ACS, AIAA | Administrative Support Specialist Phone: 613-224-8452 Ext 221 Off every

Can you let us know when we will have access to the Quadrus clients in WS for this joint code?   Still not showing in WS???

Thanks,
Christine

Christine Helmer, ACS, AIAA | Administrative Support Specialist        
Phone: 613-224-8452 Ext 221  
Off every Friday
Availability 7:30 am – 3:30 pm M-T                                    
Moore Wrinn Financial Group                              Quadrus Investment Services Ltd.


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 19, 2025 9:06 AM
To: Distribution_Methodology@canadlife.com
Cc: Christine Helmer <christinehelmer@mwfg.ca>
Subject: FW: Third party access form Case-24646783
Importance: High

Hello Team,

Please handle the following inquiry.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Christine Helmer <christinehelmer@mwfg.ca> On Behalf Of Kirk Wrinn
Sent: December 18, 2025 3:24 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Wrinn, Kirk <kirkwrinn@mwfg.ca>; Brisbois, Brandon <brandonbrisbois@mwfg.ca>; Cramer, Sally <sallycramer@mwfg.ca>
Subject: [EXT] RE: Third party access form Case-24646783
Importance: High

Hi Manpreet, Here’s the completed third party access form for Advisor code F7853. I’m also attaching the one we completed for Advisor code 20131. Please let me know if you need anything else to have this completed. Thank you. Christine Christine

Hi Manpreet,

Here’s the completed third party access form for Advisor code F7853.  I’m also attaching the one we completed for Advisor code 20131. 

Please let me know if you need anything else to have this completed. 

Thank you.
Christine 

Christine Helmer, ACS, AIAA | Administrative Support Specialist        
Phone: 613-224-8452 Ext 221  
Off every Friday
Availability 7:30 am – 3:30 pm M-T                                    
Moore Wrinn Financial Group                              Quadrus Investment Services Ltd.


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 18, 2025 2:00 PM
To: Kirk Wrinn <KirkWrinn@mwfg.ca>
Subject: Third party access form Case-24646783


Hello Kirk,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.

In our today’s call, you needed assistance with providing delegate access to your new code. Please fill out the attached form and send it to distribution methodology team at Distribution_Methodology@canadalife.com. 

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-03-23T12:21:13.000+0000,False,False,005OH000006wv2TYAQ,2025-12-18T18:41:50.000+0000,005OH00000BFiyTYAT,2026-03-23T12:21:13.000+0000,005OH000006wv2TYAQ,2026-03-23T12:21:13.000+0000,(613)224-8452,(613) 889-8452,kirkwrinn@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1b97YAA,False,,24643038,0031600002AcnWZAAZ,0010A000002wN30QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,(check status - AoPR) 60915184P - Ching Fung Chan,Medium,"***DDS*** 12/18/25
Name: YIU WING TONG
Phone:
Agent code: F1501

Reply from Courtney (New Business Coordinator)
Hello,

The policy was placed in force on November 13, 2025.  Nothing further is required and the file is complete.

Thank you,
Courtney Yost
New Business Coordinator  |  Insurance New Business Underwriting and Operations
Courtney.Yost@canadalife.com  |  1-877-358-0206






***DDS*** 12/18/25
Name:  YIU WING TONG
Phone: 
Agent code: F1501
Reference: KB0021631 & Call assist

Hello Benny,

Thank you for contacting the Workspace support group regarding Policy# 60915184P.

Just confirming what you mean by “Can you check the reason why the completed case are not closed in Workspace”  As per your screenshot, the contract was mailed out on November 18, 2025?

@Yost, Courtney can you confirm that this application was completed?

Also, you should be able to see the policy on your Workspace, just do a seach for the policy number on the global search bar.

You can also reach out to client services if you need additional information on the policy 1-888-252-1847

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Yiu Wing Tong <bennytong@yiuwingtongadvisor.ca> 
Sent: December 17, 2025 2:42 PM
To: Yost, Courtney <Courtney.Yost@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Wang, Johnson <Ying.Wang@advicecanada.com>; Tian, Lulu <Lulu.Tian2@canadalife.com>; Liang, Angel <Angel.Liang@canadalife.com>
Subject: [EXT] Re: (check status - AoPR) 60915184P - Ching Fung Chan

Hi Courtney, thanks for your reply, However, I'm still found the completed case 60915184P are not yet updated in workforce and still not countered in my bonus system. Hi Workspace Support team, Can you check the reason why the completed case
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Courtney,

thanks for your reply, However, I'm still found the completed case 60915184P are not yet updated in workforce and still not countered in my bonus system. 

Hi Workspace Support team,

Can you check the reason why the completed case are not closed in Workspace? 

Hi Lulu and Angel,

Can you clarify for me i have qualified and the bonus for Par Bonus

Best Regards,
 
Benny Tong

Insurance Advisor and Investment Representative, MA, BSc
Advice Canada Markham Office
32 Leary Cres, Richmond Hill, ON L4S 0G7
Phone: 647-500-9976
bennytong@yiuwingtongadvisor.ca
________________________________________
From: Yost, Courtney <Courtney.Yost@canadalife.com>
Sent: Thursday, December 11, 2025 9:47 AM
To: Yiu Wing Tong <bennytong@yiuwingtongadvisor.ca>
Subject: RE: (check status - AoPR) 60915184P - Ching Fung Chan 
 
HI Benny,
 
This policy is placed in force.  Nothing further is required and the file is completed.
 
Thank you,
Courtney Yost
New Business Coordinator  |  Insurance New Business Underwriting and Operations
Courtney.Yost@canadalife.com  |  1-877-358-0206
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Yiu Wing Tong <bennytong@yiuwingtongadvisor.ca>
Sent: December 10, 2025 5:41 PM
To: Yost, Courtney <Courtney.Yost@canadalife.com>
Subject: [EXT] RE: (check status - AoPR) 60915184P - Ching Fung Chan
 
Hi Courtney, I think the back office had accepted the Signed AoPR right as I worry the case not yet completed will affect my yearend bonus count. Thanks! Thank you ! Best Regards, Benny YiuWing Tong Insurance Advisor and Investment Representative,
Hi Courtney,
 
I think the back office had accepted the Signed AoPR right as I worry the case not yet completed will affect my yearend bonus count. Thanks!
 
Thank you !
 
 
Best Regards,
 
Benny YiuWing Tong
 
Insurance Advisor and Investment Representative, MA, Bsc
Advice Canada Marham Office
Address: 32 Leary Cres, Richmond Hill, ON L4S 0G7
Phone: 647-500-9976
Email: bennytong@yiuwingtongadvisor.ca
 
Email changing Notice: Please note that my email address is updated to bennytong@yiuwingtongadvisor.ca effective immediately. Current yiu.tong@freedom55financial.com email is still monitored regularly and had been closed since October, 2023.
 
If you no longer want to receive emails from myself, please click the word unsubscribe to email a request to me. 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
From: Yost, Courtney <Courtney.Yost@canadalife.com>
Sent: November 27, 2025 3:01 PM
To: Yiu Wing Tong <bennytong@yiuwingtongadvisor.ca>
Subject: RE: (check status - OPR) 60915184P - Ching Fung Chan
 
HI Benny,
 
I will look in to this and get back to you.
 
Thank you,
Courtney Yost
New Business Coordinator  |  Insurance New Business Underwriting and Operations
Courtney.Yost@canadalife.com  |  1-877-358-0206
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Yiu Wing Tong <bennytong@yiuwingtongadvisor.ca>
Sent: November 26, 2025 2:26 PM
To: Yost, Courtney <Courtney.Yost@canadalife.com>
Subject: [EXT] RE: (check status - OPR) 60915184P - Ching Fung Chan
 
Hi Courtney, There’s no outstanding issue right as I saw the advisor website NOT showing “complete” status Thank you ! Best Regards, Benny YiuWing Tong Insurance Advisor and Investment Representative, MA, Bsc Advice Canada
Hi Courtney,
 
There’s no outstanding issue right as I saw the advisor website NOT showing “complete” status
  
 
Thank you !
 
 
Best Regards,
 
Benny YiuWing Tong
 
Insurance Advisor and Investment Representative, MA, Bsc
Advice Canada Marham Office
Address: 32 Leary Cres, Richmond Hill, ON L4S 0G7
Phone: 647-500-9976
Email: bennytong@yiuwingtongadvisor.ca
 
Email changing Notice: Please note that my email address is updated to bennytong@yiuwingtongadvisor.ca effective immediately. Current yiu.tong@freedom55financial.com email is still monitored regularly and had been closed since October, 2023.
 
If you no longer want to receive emails from myself, please click the word unsubscribe to email a request to me. 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
From: Yiu Wing Tong
Sent: November 15, 2025 8:13 PM
To: Placing Requirements - Canada Life <policyplacing@canadalife.com>
Cc: 'Yost, Courtney' <Courtney.Yost@canadalife.com>; Pridham, Cassandra <cassandra.pridham@canadalife.com>
Subject: RE: (AOPR) 60915184P - Ching Fung Chan
 
Hi Policy Placing Team,
 
Please find AoPR for acceptance. Thanks
 
Thank you !
 
 
Best Regards,
 
Benny YiuWing Tong
 
Insurance Advisor and Investment Representative, MA, Bsc
Advice Canada Marham Office
Address: 32 Leary Cres, Richmond Hill, ON L4S 0G7
Phone: 647-500-9976
Email: bennytong@yiuwingtongadvisor.ca
 
Email changing Notice: Please note that my email address is updated to bennytong@yiuwingtongadvisor.ca effective immediately. Current yiu.tong@freedom55financial.com email is still monitored regularly and had been closed since October, 2023.
 
If you no longer want to receive emails from myself, please click the word unsubscribe to email a request to me. 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
From: Yiu Wing Tong
Sent: November 12, 2025 1:58 PM
To: 'Yost, Courtney' <Courtney.Yost@canadalife.com>; Pridham, Cassandra <cassandra.pridham@canadalife.com>
Cc: corinnetsui@gmail.com; bennytong2000@gmail.com
Subject: RE: 60915184P - Ching Fung Chan / Pre-Initial
 
Hi Courtney and Cassandra,
 
Please find the signed Illustration and related documents (PR application confirmed by IRCC,  Work permit and employment confirmation from TD bank) for underwriting reference. Thanks!
 
Thank you !
 
 
Best Regards,
 
Benny YiuWing Tong
 
Insurance Advisor and Investment Representative, MA, Bsc
Advice Canada Marham Office
Phone: 647-500-9976
Email: bennytong@yiuwingtongadvisor.ca
 
Email changing Notice: Please note that my email address is updated to bennytong@yiuwingtongadvisor.ca effective immediately. Current yiu.tong@freedom55financial.com email is still monitored regularly and had been closed since October, 2023.
 
If you no longer want to receive emails from myself, please click the word unsubscribe to email a request to me. 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
From: Pridham, Cassandra <Cassandra.Pridham@canadalife.com> On Behalf Of Yost, Courtney
Sent: November 12, 2025 12:20 PM
To: bennytong2000@gmail.com; Yiu Wing Tong <bennytong@yiuwingtongadvisor.ca>
Cc: corinnetsui@gmail.com; Yost, Courtney <Courtney.Yost@canadalife.com>
Subject: 60915184P - Ching Fung Chan / Pre-Initial
 
Hi Benny
We recognize the importance of timely service and the impact that delays can have on your business and client relationships. While this is not the experience we strive to deliver, I want to assure you that we are actively working to improve our service levels. We’ve added additional resources and many of our team members are working extended hours to address the backlog. We expect these delays to be temporary and are doing everything we can to return to our usual standards as quickly as possible.
Thank you for applying with Canada Life.  
Courtney will provide you an update regarding further information or requirements needed, as soon as the underwriter has completed their initial review.
In the meantime, if you have any questions or additional information to provide, please send it directly to Courtney Yost.
 
 
Thank you
 
Cassandra Pridham (She/Her)                    
New Business Coordinator  |  New Business Operations and Underwriting  
Phone: (226)212-8008 |  Toll-free phone: 1-855 817-4953
Cassandra.Pridham@canadalife.com
 
Placing requirements can be sent directly to policy placing at: policyplacing@canadalife.com",True,2025-12-18T17:39:33.000+0000,False,False,005OH00000BGeeHYAT,2025-12-18T17:39:33.000+0000,005OH00000BGeeHYAT,2025-12-18T18:56:25.000+0000,005OH00000BGeeHYAT,2025-12-18T18:56:25.000+0000,(647)500-9976,(647) 500-9976,bennytong@yiuwingtongadvisor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1biYYAQ,False,,24641783,003OH00000VWEioYAH,001OH00000cRT3MYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,403 forbidden on forms and processes tab,Medium,"*12/18*
----------------
nash martin 

having issues with workspace, when trying to access the other tabs, it sending me to a 403 forbidden message.
cleared cache and cookies
restarted browser to apply update, it's working now

*email*
----------------

Good afternoon Nash, 

Thank you for contacting the Workspace Support Team with your inquiry,

While trying to access the forms and processes and some of the other tabs in Workspace you were getting error 403. We were able to clear cache and cookies and restarted your browser to append an update that was waiting, you were able to access the forms and processes tab along with the others as expected. If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T17:34:34.000+0000,False,False,005OH000008919xYAA,2025-12-18T17:18:16.000+0000,005OH000008919xYAA,2025-12-18T17:34:34.000+0000,005OH000008919xYAA,2025-12-18T17:34:34.000+0000,(204)578-5500,,nash@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1d4VYAQ,False,,24644367,003OH00000YhlpmYAB,001OH00000i4H9IYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-how to register with workspace,Medium,"user request guidance on how to access workspace.
upon check his access user is does not have his activation code and doe not a user id.
refer user to distribution methodology to request activation code.
KB0017316
email======================================================================
Bonjour Francois,

Merci d’avoir contacté le support de l’espace d’affaire concernant l’enregistrement de l'espace d'affaire, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd'hui, après avoir vérifié l'accès, vous devrez d'abord demander votre code d'activation au département de la distribution méthodology avant que nous puissions créer un identifiant utilisateur pour vous.

veuillez leur envoyer un e-mail à Distribution_Methodology@canadalife.com en demandant le code d’activation de votre inscription à Workspace et en leur fournissant votre code conseiller.

Une fois que vous recevez une réponse de leur part, vous pourrez ensuite créer votre identifiant utilisateur en suivant les instructions ci-dessous.

Pour créer votre identifiant utilisateur, cliquez sur le lien pour commencer ce lien.

 Une fois le lien ouvert, cliquez sur « Inscrivez-vous des maintenant », acceptez les conditions générales et saisissez votre code de distribution et votre code d'activation (dans l’email venant de Distribution Methodology).
 

Une fois celui-ci créé, vous devrez attendre 48 heures avant de vous inscrire à Espace affaire - Register. En suivant les étapes ci-apres :
 
Étape 1 : Cliquez sur le lien https://lifeco.my.site.com/workspace/s/login/SelfRegister
Étape 2 : Saisissez votre identifiant RepNet et votre mot de passe.
Étape 3 : Saisissez votre code Comp.
Étape 4 : Saisissez votre prénom et votre nom, ainsi qu'une adresse e-mail et un mot de passe.
Étape 5 : Cliquez sur Suivant pour accéder à la page suivante.
 
Lisez et acceptez les conditions d'utilisation.
Étape 6 : Un e-mail de vérification sera envoyé à l'adresse e-mail que vous avez saisie à l'étape précédente.
Étape 7 : Vérifiez l'e-mail en cliquant sur Vérifier maintenant.
 
Votre compte sera activé une fois l'e-mail vérifié.
 
Pour vous connecter à Workspace, cliquez sur ce lien https://espaceaffaires.canadavie.com


Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T18:32:18.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-18T18:01:25.000+0000,005OH00000AZ3ZxYAL,2025-12-18T18:32:19.000+0000,005OH00000AZ3ZxYAL,2025-12-18T18:32:19.000+0000,(514)242-7261,,francois.rancourt@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1dnfYAA,False,,24644886,003G0000018f6WJIAY,0010A000002wOSzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CRM Data Acknowledgement,Medium,"***DDS 2025-12-18***
User reports not completing the CRM data acknowledgement, and is trying to complete that now, but CRM features have already been removed so acknowledgement is no longer available.
DDS advised user that if they still need to download their CRM data, they can inquire further, but if they don't need their data no further action is required.
 
================================================================================
****Email Chain**
Hello Joyce,

Thank you for contacting the Workspace Support team regarding your CRM data download issue. We’ve investigated this issue, and it seems like Ron’s CRM functions have bene removed from Workspace as the 90-day window to download the data has passed, thus the acknowledgement is no longer available.

If you no longer need your CRM data, then no further action is required. If you were unable to download your CRM data during the 90-day window and you require that ability back, please let us know and we would be able to investigate this issue further.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: joyce.king@specialtywealth.com <joyce.king@specialtywealth.com> 
Sent: December 17, 2025 4:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: King, Ron <Ron.King@SpecialtyWealth.com>
Subject: FW: Action required: Your CRM data will expire soon | Mesure à prendre : Vos données de GRC ne seront bientôt plus accessibles

Hello all. Ron signed into his Workspace and there is no CRM download available. Because he has no download, he cannot sign off on this. Again, our company does not use Workspace as our CRM. Please advise next steps. Thanks. Joyce King Wishing
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello all.

Ron signed into his Workspace and there is no CRM download available.

Because he has no download, he cannot sign off on this.

Again, our company does not use Workspace as our CRM.

Please advise next steps.

Thanks.

Joyce King

 
Wishing you and yours a Safe & Happy Holiday Season

Specialty Wealth & Financial
38 Baldwin St., Newcastle, ON  L1B 1H1
Mail to:  PO Box 20085, Newcastle, ON  L1B 1M3
Phone: (905) 987-3866
Toll Free: 888-388-3114
Fax: (905) 987-9845
TEXT: (905) 449-7966
E-Mail:  Joyce.King@SpecialtyWealth.com
Web:  www.SpecialtyWealth.com
facebook:  www.facebook.com/SpecialtyWealthandFinancial

Solutions from the ordinary to the extraordinary

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From: Canada Life News <Canadalifenews@mail.canadalife.com> 
Sent: November 17, 2025 1:01 PM
To: joyce.king@specialtywealth.com
Subject: Action required: Your CRM data will expire soon | Mesure à prendre : Vos données de GRC ne seront bientôt plus accessibles

Your client relationship management (CRM) data has been extracted from Workspace.
View in browser

 	 	 

 
Your client relationship management (CRM) data has been extracted from Workspace. Our records show you have yet to complete the acknowledgement in Workspace. You’re not required to download your data, but by completing the acknowledgement, you confirm you
•	Understand you’ll lose access to the extracted file after 90 days, as explained below
•	Have validated the completeness and accuracy of your files or decided you no longer need them
To access your data: 
•	Sign into Workspace. You’ll see a Notice about CRM data pop-up message.
•	Click Download CRM data. Read the information on the screen. 
•	Download your files, following the instructions here. 
Once you’ve reviewed your data file, sign into Workspace and complete the acknowledgement on the Download CRM data page in Workspace. The Notice about CRM data pop-up will appear until you complete the acknowledgement.

Delegates: You’re receiving this email because you have an active delegation in Workspace with an advisor in this group. To check your delegations, go to Workspace > My settings > Delegate CRM Data.
Tips for downloading your data 
For a smooth downloading process and to avoid your system freezing or crashing: 
•	Select only one or two download links in succession 
•	Wait a few minutes before selecting the next one or two links. 
•	Repeat until you’ve selected every link. 
Register for an information session 
Hosted by a technology solutions partner, each session will cover: 
•	When you’ll get your data 
•	How you can prepare for your data extraction from Workspace 
•	Next steps and who you can go to for assistance
Sessions will be recorded so you can review the recording if you’re unable to attend. You can view a previous recording here. 

To register, access the link for the session you’d like to attend.

English 
•	Nov. 26, 1 p.m. ET

Important information 

90-day limit to download your file(s) 
You have 90 days from the date your data was made available on Workspace to complete your download. If you don’t download your CRM data within this 90-day period, you’ll lose access to it. 

You’ll still have access to your CRM data in Workspace during the 90-day period. This is so you can validate your extracted data by comparing it to your CRM data in Workspace. To help you make this comparison, refer to the job aid an explanation of your extracted data. 

CRM data during the 90-day period 
Do not add any new CRM data to Workspace during the 90-day window. Notify any delegates who have access to your clients not to add any CRM data. Since you won’t get a second data extract, you’ll lose any added CRM data once the initial extraction files are provided to you. 
Moving to the non-CRM Workspace experience 
Depending on which of these happens first, your Workspace experience will change either: 
•	90 days after you’re first notified your data is ready for you to download 
•	Once all members of your firm have downloaded data and acknowledged they’ve done so 
Need help?
Review the resources here including frequently asked questions. If you need help downloading your data extraction or have questions about Workspace, contact Workspace Support.

Read more



 


 
Canada Life and design are trademarks of The Canada Life Assurance Company.
 



 
 	 	 

 
Vos données de gestion des relations avec la clientèle (GRC) ont été extraites de l’Espace affaires. Nos dossiers indiquent que vous n’avez pas encore rempli l’attestation dans l’Espace affaires. Vous n’êtes pas tenu de télécharger vos données, mais en remplissant l’attestation, vous confirmez que vous
•	Comprenez que vous perdrez l’accès au fichier extrait après 90 jours, comme il est expliqué ci-dessous
•	Avez validé l’exhaustivité et l’exactitude de vos fichiers ou qu’ils ne sont plus requis
Pour accéder à vos données : 
•	Ouvrez une session dans l’Espace affaires. La fenêtre contextuelle Avis concernant GRC s’affichera. 
•	Cliquez sur Télécharger les données de GRC. Prenez connaissance de l’information à l’écran. 
•	Téléchargez vos fichiers en suivant les directives ici. 
Une fois que vous aurez passé en revue votre fichier de données, ouvrez une session dans l’Espace affaires et fournissez les attestations à la page Télécharger les données de GRC. La fenêtre contextuelle Avis concernant GRC s’affichera jusqu’à ce que vous ayez fourni les attestations. 

Délégués : Vous recevez ce courriel parce que vous avez une délégation active dans l’Espace affaires avec un conseiller de ce groupe. Pour vérifier vos délégations, allez dans l’Espace affaires > Mes paramètres > Données de GRC de délégué. 
Conseils pour télécharger vos données 
Pour assurer le bon déroulement du processus de téléchargement et éviter que le système ne gèle ou ne cesse de fonctionner : 
•	Sélectionnez uniquement un ou deux liens de téléchargement à la fois. 
•	Attendez quelques minutes avant de sélectionner le prochain ou les deux prochains liens. 
•	Répétez l’opération jusqu’à ce que vous ayez sélectionné tous les liens.
Inscrivez-vous à une séance d’information 
Chaque séance, animée par un partenaire, Solutions technologiques, portera sur les points suivants : 
•	À quel moment vous recevrez vos données 
•	Comment vous préparer en vue de l’extraction des données de l’Espace affaires 
•	Prochaines étapes et avec qui communiquer pour obtenir de l’aide 
Les séances seront enregistrées pour que vous puissiez en visionner l’enregistrement si vous ne pouvez pas y assister. Vous pouvez visionner un enregistrement ici. 

Pour vous inscrire, cliquez sur le lien de la séance à laquelle vous souhaitez participer. 

Français 
•	25 novembre à 14 h HE

Renseignements importants 

Période maximale de 90 jours pour télécharger vos fichiers 
Vous avez 90 jours pour télécharger vos fichiers à partir de la date à laquelle vos données sont prêtes à être téléchargées dans l’Espace affaires. Si vous ne téléchargez pas vos données de GRC au cours de cette période de 90 jours, vous n’y aurez plus accès. 

Cela dit, vous aurez toujours accès à vos données de GRC dans l’Espace affaires pendant la période de 90 jours. Vous pourrez ainsi valider les données extraites en les comparant à vos données de GRC dans l’Espace affaires. Vous pouvez obtenir de l’aide pour faire la comparaison en consultant l’auxiliaire de travail intitulé Comprendre vos données de l’outil de GRC.

Données de GRC ajoutées pendant la période de 90 jours 
N’ajoutez pas de nouvelles données de GRC dans l’Espace affaires pendant la période de 90 jours. Demandez aux délégués qui ont accès aux dossiers de vos clients de ne pas ajouter de données de GRC. Puisque vous ne pourrez pas effectuer une deuxième extraction de données, toute donnée de GRC ajoutée une fois que les fichiers contenant les données extraites vous auront été remis sera perdue.
Expérience sans GRC dans l’Espace affaires 
Votre expérience dans l’Espace affaires changera à la première des deux éventualités suivantes : 
•	90 jours après la date à laquelle vous avez été avisé pour la première fois que vos données sont prêtes à être téléchargées 
•	Une fois que tous les membres de votre cabinet auront téléchargé les données et confirmé que cela a été fait 
Besoin d’aide? 
Passez en revue les ressources ici, y compris une foire aux questions. Si vous avez besoin d’aide pour télécharger vos données extraites ou si vous avez des questions sur l’Espace affaires, communiquez avec l’équipe de soutien de l’Espace affaires. 

Lire la suite



 


 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie.",True,2025-12-18T18:09:56.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T18:09:56.000+0000,005OH00000AX0rVYAT,2025-12-18T18:09:57.000+0000,005OH00000AX0rVYAT,2025-12-18T18:09:57.000+0000,(905)987-3866,,ron.king@specialtywealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1ei9YAA,False,,24648619,0030A0000029ZSJQA2,0010A000002vyj7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Could not access WS Account,Medium,"•	Reason for call: WS Account locked
Authentication: Yes/No, which rotation: Yes, DEC 
•	Troubleshooting steps completed: Unlocked acc in WS, reset password link
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
=============================
Bonjour Jean-Philippe, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T19:11:32.000+0000,False,False,005OH00000BFQFGYA5,2025-12-18T19:11:32.000+0000,005OH00000BFQFGYA5,2025-12-18T19:12:56.000+0000,005OH00000BFQFGYA5,2025-12-18T19:12:56.000+0000,(514)562-9120,,jp.rainville@infoprimes.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1ejiYAA,False,,24645430,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"AI Transcript:
The customer left a voicemail message. The agent returned the call and left a message with their contact information, requesting the customer to call back at their earliest convenience.

- Call back call received
- Call went to the callers voicemail
- Left message with request to call back",True,2025-12-18T18:22:07.000+0000,False,False,005OH0000073RndYAE,2025-12-18T18:19:10.000+0000,005OH0000073RndYAE,2025-12-18T18:22:07.000+0000,005OH0000073RndYAE,2025-12-18T18:22:07.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000073RndYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1elHYAQ,False,,24642860,0030A0000029drDQAQ,0010A000002w2HgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/18*
----------------

Mary 
e0712
walked user though the log in process, they were able to log in successfully.


*email*
----------------
Good afternoon Mary, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to log into Workspace, but it had been a while since you logged in. We were able to guide you through the process successfully and you logged into Workspace. If you have questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T17:52:07.000+0000,False,False,005OH000008919xYAA,2025-12-18T17:36:39.000+0000,005OH000008919xYAA,2025-12-18T17:53:54.000+0000,005OH000008919xYAA,2025-12-18T17:53:54.000+0000,(587)486-3223,,mary.chervenka@iaprivatewealth.ca,(403)320-6112,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1f6FYAQ,False,,24646828,003OH00000I2AU6YAN,001OH00000MBBl6YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T18:42:31.000+0000,False,False,005OH00000BTQdVYAX,2025-12-18T18:42:31.000+0000,005OH00000BTQdVYAX,2025-12-18T18:42:31.000+0000,005OH00000BTQdVYAX,2025-12-18T18:42:31.000+0000,(819)437-8706,,christophe@solutionfinancegoncalves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1fSrYAI,False,,24645909,0030A0000029bSeQAI,0010A000002w0OuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"******DDS******* 12/18/2025
User was having issues with authenticator has they just a new phone. DDS authenticated and assisted user disconnect and reconnect authenticator.

ref: KB0021888

******EMAIL CHAIN******

 Hello Hui, 

      Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you disconnect and reconnect your MFA to ensure account security. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T18:35:18.000+0000,False,False,005OH00000BFQFHYA5,2025-12-18T18:26:58.000+0000,005OH00000BFQFHYA5,2025-12-18T18:35:18.000+0000,005OH00000BFQFHYA5,2025-12-18T18:35:18.000+0000,(905)307-8999,(416) 616-1682,,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1fpQYAQ,False,,24642703,0030A000005590bQAA,0010A000005qV8iQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA disconnect,Medium,"KB0020738- User got a new phone and would like to update his MFA to his new phone. 
Called back user - disconnected MFA 
KB0016714 - set up Salesforce MFA

Email: csan328@hotmail.com 
Code: C4550
Phone: 778988-3681

*********************************************************
Good afternoon, Chan

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Salesforce Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T17:40:39.000+0000,False,False,005OH00000BG5v4YAD,2025-12-18T17:34:11.000+0000,005OH00000BG5v4YAD,2025-12-18T17:43:14.000+0000,005OH00000BG5v4YAD,2025-12-18T17:43:14.000+0000,(604)647-0647,(778) 988-3681,csan328@hotmail.com,(604)604-0647,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1fpSYAQ,False,,24643515,0030A0000029VBUQA2,0010A000002vvB1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T17:47:31.000+0000,False,False,005OH00000865wTYAQ,2025-12-18T17:47:31.000+0000,005OH00000865wTYAQ,2025-12-18T17:47:31.000+0000,005OH00000865wTYAQ,2025-12-18T17:47:31.000+0000,(403)607-0111,,johnseto1@hotmail.com,(403)274-7784,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1jmZYAQ,False,,24645482,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed processed in june,True,2025-12-18T18:24:48.000+0000,False,False,005OH000006uYrkYAE,2025-12-18T18:20:08.000+0000,005OH000006uYrkYAE,2025-12-18T18:24:48.000+0000,005OH000006uYrkYAE,2025-12-18T18:24:48.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1lWgYAI,False,,24645962,0031600002a7ovNAAQ,0010A000002wOHJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T18:27:52.000+0000,False,False,0055o000002KxaMAAS,2025-12-18T18:27:52.000+0000,0055o000002KxaMAAS,2025-12-18T18:27:52.000+0000,0055o000002KxaMAAS,2025-12-18T18:27:52.000+0000,(403)981-1997,(403) 512-5611,ryan@evermarkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1lZxYAI,False,,24648780,003G0000018f6coIAA,0010A000002wOa6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue Same Company,Medium,"***DDS 2025-12-18***
CIS merged the 2 accounts.
DDS notified user of merge.

***DDS 2025-12-18***
User wanted to merge 2 accounts.
DDS found that accounts were from the same company so sent a request to CIS to merge the accounts.
 
================================================================================
****Email Chain**
Hello Ashlee,

Thank you for contacting the Workspace Support team regarding your merge issue.

We’ve gone ahead and performed the necessary changes on our system, and the accounts should be merged in 2-3 business days. If the accounts are still not merged after 3 business days, feel free to reply to this email and we would love to investigate this issue further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 10, 2025 9:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission - Case 24648780

This is an alert to let you know that Ashlee Hayes (ashlee@ maritimewealth. com) has submitted a merge issue. Client details: First name: Venessa Middle name (if applicable): Last name: Comeau DOB: October 28, 1978 Policy Number(s): F539296129,K053513T
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Ashlee Hayes (ashlee@maritimewealth.com) has submitted a merge issue.
 
Client details:
First name: Venessa
Middle name (if applicable): 
Last name: Comeau
DOB: October 28, 1978
Policy Number(s): F539296129,K053513T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000AfL5pQAF/venessa-comeau?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000AfQHGQA3/venessa-may-comeau?tabset-15dae=3
URL 3: 
URL 4: 
Additional details: 
 
 All done






By replying to this request, any personal information provided will be used to provide you with products and services.   To learn about our personal information policies and practices, visit Canada.life.com/privacy.   


Chantelle Beauchamp 
Customer Data Techinician  |  Individual Wealth & Insurance Solutions
Absences: Dec 29th - 31st, and Jan 1st - 2nd 
Chantelle.Beauchamp@canadalife.com  |

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 18, 2025 2:14 PM
To: Client Information System Support <ClientInformationSystem.Support@canadalife.com>
Subject: Merge Issue Same Company - Case 24648780

Hello CIS Team,

Could you please merge these 2 accounts from the same company? Here is the required information:

First Name: Venessa
Middle Name: 
Last Name: Comeau
DOB: 28-Oct-1978
Policy #'s: F539296129
Company: LL
CIS Client ID’s: 1006903416
SF ID: 0010A00000AfL5pQAF

First Name: Venessa
Middle Name: May
Last Name: Comeau
DOB: 28-Oct-1978
Policy #'s: K053513T
Company: LL
CIS Client ID’s: 9195448020
SF ID: 0010A00000AfQHGQA3

Please let me know if you require further information from me.

Thank you,

Justin Leung
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations  
E: Justin.Leung@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T19:14:03.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T19:14:03.000+0000,005OH00000AX0rVYAT,2025-12-18T19:51:20.000+0000,005OH00000AX0rVYAT,2025-12-18T19:51:20.000+0000,(902)742-3195,(902) 769-8310,steven@maritimewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1m4dYAA,False,,24650813,0030A000009Rb4sQAC,0010A00000AUIbvQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:46:28.000+0000,False,False,0055o000001NWfMAAW,2025-12-18T19:46:28.000+0000,0055o000001NWfMAAW,2025-12-18T19:46:29.000+0000,0055o000001NWfMAAW,2025-12-18T19:46:29.000+0000,(647)529-0565,6475290565,dexin.s.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1nN9YAI,False,,24647713,003G000001B4D5hIAF,0010A000002wQGpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Terry,

As mentioned in my previous email, please see below for your password-protected Excel file:
TEFSV2GKU5

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good day Terry,

Our team received your request for the following Insurance Client Listings report from CANINDSERV team. Please find the attached file as reference. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.

 

Please handle 


Thank you,

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
              
Manpreet Kaur
Client Service Assistant, Central Services and Strategy

100 Osborne St N – 3C | Winnipeg MB | R3C 1V3
Phone: (204) 946-4507
Email: Manpreet.Kaur8@canadalife.com



From: Terry Troidl <Terry@legacyiandb.ca> 
Sent: December 8, 2025 7:08 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: [EXT] policy listings 

Hi there , I have a number of advisor codes that I’m try to sort out and figure out what policies are in each code or where to find such information ? Please send me a policy listing for each: Account 675882 under Legacy Insurance &
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi there , I have a number of advisor codes that I’m try to sort out and figure out what policies are in each code or where to find such information ?

Please send me a policy listing for each:


Account 675882 under Legacy Insurance & Wealth Inc.
Account E6119  

Advisor # GB939 under Legacy Insurance & Benefits inc.
Advisor # GA 347 under Legacy Insurnace & Benefits inc.

Regards

Terry





 
Terry Troidl | President + Senior Advisor | Legacy Insurance & Wealth Inc.| 116 2 Ave W, Brooks, AB T1R 1B5| C: 403.793.3039| | E: terry@legacyiandb.ca |

Legacy Insurance & Wealth Inc. - DISCLAIMER
PLEASE NOTE: Internet email is NOT always private, secure or reliable. We recommend you scan all emails for viruses. Legacy Insurance & Wealth Inc. accepts no liability for any damages caused by any viruses inadvertently transmitted with this email. This email and any files transmitted with it are confidential and are intended solely for the use of the individual or entity to whom they are addressed. 
If you are not the original recipient or the person responsible for delivering this email to the intended recipient, be advised that you have received this email in error, and that any use, dissemination, forwarding, printing, or copying of this email is strictly prohibited.
If you received this email in error, please immediately notify the sender at Terry@legacyiandb.ca",True,2025-12-18T18:57:16.000+0000,False,False,005OH0000071DK9YAM,2025-12-18T18:57:16.000+0000,005OH0000071DK9YAM,2025-12-18T18:57:16.000+0000,005OH0000071DK9YAM,2025-12-18T18:57:16.000+0000,(403) 362-7879,(403) 793-3039,terry@legacyiandb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1ptfYAA,False,,24647079,0035o000007iWioAAE,0015o000008PvMzAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T18:46:03.000+0000,False,False,005OH00000AdAzSYAV,2025-12-18T18:46:03.000+0000,005OH00000AdAzSYAV,2025-12-18T18:46:04.000+0000,005OH00000AdAzSYAV,2025-12-18T18:46:04.000+0000,(519)955-1501,,bronharvey@harveyfinancialsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1q05YAA,False,,24645281,003G0000018f6XYIAY,0010A000002wOUdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"Caller Name: SANDRO CLEMENTE
Advisor or support staff: Advisor 
Advisor Code: LL27976. F1054
Advisor Name: SANDRO CLEMENTE	
Phone: 	(514) 570-5588
Email: sandro@servicesfinanciersclemente.com		
Siebel verification: Completed
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: Completed
Issue: Was signed in earlier  or yesterday but now can't access. ERR-W1283

FINDINGS: 
SF locked. 
User logins shows same source IP

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001devQQAQ%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A0000028wjKQAQ%26cntc%3D0030A0000028wjKQAQ%26id%3D0050A000001devQQAQ

RESOLUTION: FOLLOWED KB0017399. authenticated. unlocked, had him try his existing password, no luck. had him re-set the password, he was able to sign in/authenticate and then had him sign out/in again to test with success.



--------------------------------------***DDS  12/18/2025***--------------------------
Hello Sandro,

Thank you for contacting Workspace Support today regarding not being able to login and receiving ERR-W1283.

It was a pleasure speaking to you and helping you re-gain access.

To recap during our call, we found your account was locked due to several failed login attempts. 

We completed verification, unlocked your account and I had you sign in with the known password, however as this did not work, I had you re-set the password.

You were then able to successfully login and authenticate.

I then had you sign out and back in again to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-18T18:30:44.000+0000,False,False,005OH00000AUS7aYAH,2025-12-18T18:16:24.000+0000,005OH00000AUS7aYAH,2025-12-18T18:31:53.000+0000,005OH00000AUS7aYAH,2025-12-18T18:31:53.000+0000,(514)570-5588,(514) 570-5588,sandro@servicesfinanciersclemente.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1qg8YAA,False,,24648347,0035o0000058yeDAAQ,0015o000005hWb7AAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:07:08.000+0000,False,False,005OH00000BTQdVYAX,2025-12-18T19:07:08.000+0000,005OH00000BTQdVYAX,2025-12-18T19:07:08.000+0000,005OH00000BTQdVYAX,2025-12-18T19:07:08.000+0000,(514)772-6343,,jdubreuil@dubois-dubreuil.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1qmXYAQ,False,,24647508,0030A0000029pGKQAY,0010A000002wBl2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace support for application how to,Medium,"*12/18*
----------------
narender Sudan 

broke 99371
i want to sign online insurance and need support with online
want to look at 
https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf

*email*
----------------

Good afternoon Narinder 

Thank you for contacting the Workspace Support Team with your inquiry.

The Workspace Support Team has very limited how-to information regarding applications, we are more for technical support within Workspace itself, we thought it would be better to direct your question towards your RSA. The RSA should be available from this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. I have also attached the document for Simple Protect which is an insurance app for web applications. If you have any other questions or concerns, please reply to this email or call us back.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T19:07:57.000+0000,False,False,005OH000008919xYAA,2025-12-18T18:53:43.000+0000,005OH000008919xYAA,2025-12-18T19:07:57.000+0000,005OH000008919xYAA,2025-12-18T19:07:57.000+0000,(416)434-8422,(416) 434-8422,happyfinancial@outlook.com,(905)799-9122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1r95YAA,False,,24647313,0030A0000029npbQAA,0010A000002wAcmQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application errors-,Medium,"******DDS***** 12/18/2025
Asa needed assistance fixing errors on an application that was already sent to client. DDS advised they can submit as is and make edits through csc or start application all over.


*******email chain******

Hello Nicola, 

     It was a pleasure assisting you today. The errors on the application cannot be fixed at this stage. The next step would be to submit the application as is, once it processed and approved, you can reach out to client services at 1-888-252-1847 to make updates. You can also try starting the application over to fix the error. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T19:00:34.000+0000,False,False,005OH00000BFQFHYA5,2025-12-18T18:50:02.000+0000,005OH00000BFQFHYA5,2025-12-18T19:00:35.000+0000,005OH00000BFQFHYA5,2025-12-18T19:00:35.000+0000,(604)484-4170,,thomas@oneill-inc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1rqZYAQ,False,,24646157,003G0000018f7INIAY,0010A000002wPNdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Data Download Assistance,Medium,"***DDS 2025-12-18***
User needed assistance downloading CRM data.
DDS guided user on how to download CRM data but user was having issue and encountering account not found error so DDS referred user to TSP as per KB0023359.
 
================================================================================
****Email Chain**
Bonjour Yvon,

Merci pour votre appel concernant vos données GRC. Comme nous en avons discuté, si vous rencontrez toujours le problème du compte introuvable, envoyez une capture d’écran de votre problème à Adel Tikelaline par courriel à Adel.Tikelaline@conseilscanada.com ou contactez lui par téléphone à 418-622-6808.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T18:31:20.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T18:31:20.000+0000,005OH00000AX0rVYAT,2025-12-18T18:44:09.000+0000,005OH00000AX0rVYAT,2025-12-18T18:44:09.000+0000,(418)622-7077,(418) 571-4099,yvonboudreault@conseil-action.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1sLGYAY,False,,24648992,0030A000009Rb4sQAC,0010A00000AUIbvQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:17:22.000+0000,False,False,0055o000001t1uPAAQ,2025-12-18T19:17:22.000+0000,0055o000001t1uPAAQ,2025-12-18T19:17:23.000+0000,0055o000001t1uPAAQ,2025-12-18T19:17:23.000+0000,(647)529-0565,6475290565,dexin.s.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1sMrYAI,False,,24648054,0035o000003H0oRAAS,0015o000003uW5XAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"*****************************Jan.19/26******************************
Business service associate requesting if it can be escalated 
- Email was looped with Senior associate & RVP
- TEAMS 'Question Corner' - suggested to inform that the owner of the Workspace needs to contact us to disconnect MFA 

*****************************Dec.18/25******************************
User is calling on behalf of their Advisor, wanting to disconnect the MFA so they can set up a new one. 

Advisor Code: E4133
Advisor email: david.llewellyn@wealthco.ca 
Email: katrina.richmond@wealthco.ca
Email: richmondk210@gmail.com 

User wants to reset password for this account. 
David Udy: support@wealthcowrm.zendesk.com 

**********************************************************************************


From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: January 21, 2026 9:11 AM
To: Harland, Katherine <Katherine.Harland@canadalife.com>
Subject: RE: Canada Life Workspace Support C24648054 - MFA

Hi Katie, 

If this is regarding Katrina Richomond, who I was originally speaking to; below are the steps for registration. 

It appears Katrina has registered for her User ID, if she does not remember it she will need to contact Distribution_Methodology@canadalife.com to request for the User ID.  

You will need to use your User ID credentials to complete registration for Workspace and the password you created. If you do not remember the password please follow this link, https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi… to reset your password. If you are having issues, please give us a call and we can assist you with resetting your password. 

To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

As mentioned below, please get the TPA form completed so gain access to the advisor’s book of business. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Harland, Katherine <Katherine.Harland@canadalife.com> 
Sent: January 20, 2026 5:50 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Canada Life Workspace Support C24648054 - MFA

Hi Anita, 

Thanks for the information! How quickly would we be able to set up a delegate account and provide access to the advisor’s book of business? What is the process for getting that done?

Thanks so much!

Katie Harland
Business Service Associate, Independent Distribution  |  Prairies
Katherine.harland@canadalife.com  |  403-750-2112
 
The Canada Life Assurance Company
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: January 20, 2026 7:11 AM
To: Harland, Katherine <Katherine.Harland@canadalife.com>
Subject: RE: Canada Life Workspace Support C24648054 - MFA

Good morning, 

Workspace accounts are not supposed to be shared. Unfortunately, we can only change the MFA on an account by speaking to the owner of the account for security reasons. Our goal is to make doing business with us as easy as possible while keeping your account secure. Resetting your multi-factor authentication provides access to all the Workspace information, so we need to confirm it’s the owner of the account before proceeding. 

As an alternative option, I have attached a TPA form. The form is to be completed by the advisor and sent to the Distribution team (email address provided on the bottom of the form), this will provide the associate delegation to the advisor’s clients. If they have not already done so, they will need to register for a Workspace account in which I can provide further details on your request. 

If you have any questions or need further assistance, we’re here to help.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Harland, Katherine <Katherine.Harland@canadalife.com> 
Sent: January 19, 2026 1:20 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: Canada Life Workspace Support C24648054 - MFA
Importance: High

Good afternoon, 

Please see the email chain below. We are needing to get the phone number for MFA changed for this workspace account for the firm. The owner of the account is not able to contact support himself, but we are needing it changed ASAP so the firm can get into their account. Can someone please put through an exception for this case, or put this up to second level support so I can chat with someone there about it?

Thanks so much, cheers!!

Katie Harland
Business Service Associate, Independent Distribution  |  Prairies
Katherine.harland@canadalife.com  |  403-750-2112
 
The Canada Life Assurance Company
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Navneet (Nanu) Parhar <navneet.parhar@wealthco.ca> 
Sent: January 16, 2026 2:02 PM
To: Harland, Katherine <Katherine.Harland@canadalife.com>; Lively-Mckee, Jackie <Jackie.Lively-McKee@canadalife.com>; Cam Graham <CGraham@ppi.ca>
Subject: [EXT] RE: Canada Life Workspace Support C24648054 - MFA

Hi Katherine, Apologies for delayed reply! The MFA should go to my WealthCo cell number: 403-651-1581. David Udy is the CEO of the company, so he is Designated rep for all our corporate accounts with different insurer. The block is coded under
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Katherine,

Apologies for delayed reply!

The MFA should go to my WealthCo cell number: 403-651-1581.

David Udy is the CEO of the company, so he is Designated rep for all our corporate accounts with different insurer. The block is coded under his name and corporate code.

Hope this makes sense.

Nanu

 
	

Navneet (Nanu) Parhar



Senior Associate, Insurance



	
 	 +1 (403) 537 5853

	
	
 	 navneet.parhar@wealthco.ca


 	 205 Quarry Park Blvd SE, Suite 350, Calgary, AB, T2C 3E7

 	 https://wealthco.ca


 
	 

 	 Book time to meet with me



	
 

 

	
 
	
 
	
The integrated approach to growing and protecting your wealth.

	
WealthCo is a corporate group that includes, WealthCo Planning Inc, WealthCo Risk Management Inc, and WealthCo Asset Management Inc.  Investment Management services are provided under WealthCo Asset Management Inc.  That firm is registered as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Manitoba, Saskatchewan and Ontario.  It holds a Portfolio Manager license in the provinces of Alberta, British Columbia, Manitoba and Saskatchewan and an Investment Fund License in the province of Alberta.  This document is intended solely for the individual or entity to whom it is addressed. If you are not the intended recipient or the person responsible for delivering it please inform the sender immediately and delete this document immediately. Thank you.
	

From: Harland, Katherine <Katherine.Harland@canadalife.com> 
Sent: Thursday, January 15, 2026 1:24 PM
To: Navneet (Nanu) Parhar <navneet.parhar@wealthco.ca>; Lively-Mckee, Jackie <Jackie.Lively-McKee@canadalife.com>; Cam Graham <CGraham@ppi.ca>
Subject: RE: Canada Life Workspace Support C24648054 - MFA

Good afternoon, 

Let me check into this for you and see what we can do! What number would you want the MFA message to be sent to? Is it David’s number, or a general office number? As well, is David the owner of the Workspace account?

Thank you!

Katie Harland
Business Service Associate, Independent Distribution  |  Prairies
Katherine.harland@canadalife.com  |  403-750-2112
 
The Canada Life Assurance Company
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Navneet (Nanu) Parhar <navneet.parhar@wealthco.ca> 
Sent: January 15, 2026 11:37 AM
To: Lively-Mckee, Jackie <Jackie.Lively-McKee@canadalife.com>; Cam Graham <CGraham@ppi.ca>; Harland, Katherine <Katherine.Harland@canadalife.com>
Subject: [EXT] RE: Canada Life Workspace Support C24648054 - MFA

Thank you so much both Cam and Jackie for the help. Much appreciated! Look forward to hear from Katherine. Best regards Nanu  Navneet (Nanu) Parhar Senior Associate, Insurance +1 (403) 537 5853 navneet. parhar@ wealthco. ca 205 Quarry Park

Thank you so much both Cam and Jackie for the help.

Much appreciated!

Look forward to hear from Katherine.

Best regards

Nanu

 
	

Navneet (Nanu) Parhar



Senior Associate, Insurance



	
 	 +1 (403) 537 5853

	
	
 	 navneet.parhar@wealthco.ca


 	 205 Quarry Park Blvd SE, Suite 350, Calgary, AB, T2C 3E7

 	 https://wealthco.ca


 
	 

 	 Book time to meet with me



	
 

 

	
 
	
 
	
The integrated approach to growing and protecting your wealth.

	
WealthCo is a corporate group that includes, WealthCo Planning Inc, WealthCo Risk Management Inc, and WealthCo Asset Management Inc.  Investment Management services are provided under WealthCo Asset Management Inc.  That firm is registered as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Manitoba, Saskatchewan and Ontario.  It holds a Portfolio Manager license in the provinces of Alberta, British Columbia, Manitoba and Saskatchewan and an Investment Fund License in the province of Alberta.  This document is intended solely for the individual or entity to whom it is addressed. If you are not the intended recipient or the person responsible for delivering it please inform the sender immediately and delete this document immediately. Thank you.
	

From: Lively-Mckee, Jackie <Jackie.Lively-McKee@canadalife.com> 
Sent: Thursday, January 15, 2026 9:39 AM
To: Cam Graham <CGraham@ppi.ca>; Navneet (Nanu) Parhar <navneet.parhar@wealthco.ca>; Harland, Katherine <Katherine.Harland@canadalife.com>
Subject: RE: Canada Life Workspace Support C24648054 - MFA

Hi Nanu and Cam,

I’ve included @Harland, Katherine so she can find a way around this issue and get you access. 

Thanks!

Jackie Lively-McKee (she/her)
RVP  |  Insurance Distribution, Prairies
jackie.lively-mckee@canadalife.com  |  403-615-5538
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


From: Cam Graham <CGraham@ppi.ca> 
Sent: January 15, 2026 8:58 AM
To: Navneet (Nanu) Parhar <navneet.parhar@wealthco.ca>; Lively-Mckee, Jackie <Jackie.Lively-McKee@canadalife.com>
Subject: [EXT] RE: Canada Life Workspace Support C24648054 - MFA
Importance: High

Hey Nanu, I’m going to loop in Jackie – I’m positive she can get this fixed. @Lively-Mckee, Jackie – WealthCo is needing an update on their profile, and the proposed solution that has been given is not going to work. IS there somebody you can

Hey Nanu,

I’m going to loop in Jackie – I’m positive she can get this fixed.

@Lively-Mckee, Jackie – WealthCo is needing an update on their profile, and the proposed solution that has been given is not going to work. IS there somebody you can escalate this to, to help Nanu and the firm with their access?

Thanks,

Cameron Graham, CFP, CLU, CHS
Regional Vice-President, Sales – Alberta
PPI — The advisor’s premier partner for insurance.
 
PPI 
403-910-3326 Direct
403-629-3599 Cell
800-661-1497 Toll-free
cgraham@ppi.ca

205 Quarry Park Blvd SE
Suite 340
Calgary, Alberta  T2C 3E7
www.ppi.ca
 

From: Navneet (Nanu) Parhar <navneet.parhar@wealthco.ca> 
Sent: January 14, 2026 2:43 PM
To: Cam Graham <CGraham@ppi.ca>
Cc: Navneet (Nanu) Parhar <navneet.parhar@wealthco.ca>
Subject: Canada Life Workspace Support C24648054 - MFA

!!Attention: EXTERNAL EMAIL/COURRIEL EXTERNE!! 
Hi Cam,

Not sure who to reach out to have this resolved.

We have access to WealthCo block through one login. The MFA codes are going to Katrina’s personal phone.

She called to have it reset before leaving and was advised that David Udy has to call. That will never happen! 😊

How can this be corrected, I have no access to the block at this point?

Kindly let me know.

Thanks

Nanu

 
	

Navneet (Nanu) Parhar



Senior Associate, Insurance



	
 	 +1 (403) 537 5853

	
	
 	 navneet.parhar@wealthco.ca


 	 205 Quarry Park Blvd SE, Suite 350, Calgary, AB, T2C 3E7

 	 https://wealthco.ca


 
	 

 	 Book time to meet with me



	
 

 

	
 
	
 
	
The integrated approach to growing and protecting your wealth.

	
WealthCo is a corporate group that includes, WealthCo Planning Inc, WealthCo Risk Management Inc, and WealthCo Asset Management Inc.  Investment Management services are provided under WealthCo Asset Management Inc.  That firm is registered as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Manitoba, Saskatchewan and Ontario.  It holds a Portfolio Manager license in the provinces of Alberta, British Columbia, Manitoba and Saskatchewan and an Investment Fund License in the province of Alberta.  This document is intended solely for the individual or entity to whom it is addressed. If you are not the intended recipient or the person responsible for delivering it please inform the sender immediately and delete this document immediately. Thank you.
	
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 18, 2025 12:44 PM
To: Katrina Richmond <katrina.richmond@wealthco.ca>
Subject: Workspace Support C24648054 - MFA

Good afternoon, Katrina
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the MFA.
 
Sorry for any inconvenience on the matter, however we can only speak to the account holder regarding any access issues or MFA disconnects due to advisor compliance. 
If you do change your mind, please see the attached TPA form so you can get delegate access. If you do choose this, please request your advisor to complete the form for you and send it to the Distribution Methodology team listed on the bottom of the form. You will then be able to access to the clients in your own Workspace account. 

If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




This is a confidential message which may be privileged. Unauthorized use/disclosure is prohibited. If this email was received in error, please go to www.ppi.ca/edisclaimer.html for instructions.
Le présent message est confidentiel et peut être protégé par le secret professionnel. Toute utilisation ou divulgation non autorisée est interdite. Si vous avez reçu le présent courriel par erreur, veuillez vous rendre sur le site www.ppi.ca/edisclaimer.html pour obtenir des directives. Code: $SGN98473",True,2025-12-18T19:43:36.000+0000,False,False,005OH00000BG5v4YAD,2025-12-18T19:02:34.000+0000,005OH00000BG5v4YAD,2026-01-21T14:12:22.000+0000,005OH00000BG5v4YAD,2026-01-21T14:12:22.000+0000,(403)571-0307,,dllewellyn@acumenestate.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1uYNYAY,False,,24649648,0030A0000029ddSQAQ,0010A000002w27NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Register for Workspace,Medium,"***DDS*** 12/18/25
Name:  Boris Guzman   
Phone: 
Agent code: E1697
Reference: KB0017316

Hello @Distribution Methodology

Can you assist in confirming which User id Boris should be using to register for Workspace please.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Guzman, Boris Aaron <boris.aaron@assante.com> 
Sent: December 18, 2025 12:19 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Cannot Register for Workspace - Illustrations Pending

Good afternoon, I am trying to register for Workspace. I previously had the RepNet User ID BAGuzman, however when I go to register for Workspace it says that my User ID was marked inactive in the system. I'm not sure why this is. Can you please
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Good afternoon,

I am trying to register for Workspace. I previously had the RepNet User ID BAGuzman, however when I go to register for Workspace it says that my User ID was marked inactive in the system. I'm not sure why this is. Can you please reactive my User ID so that I can register? I have a client that is looking for some illustrations but I can't run them without registering for Workspace.

Thank you,

Boris Aaron Guzman   HBA, CIM®
Assante Capital Management Ltd.
Financial Advisor

+1-905-567-6909
boris.aaron@assante.com
 		Book time to meet with me",True,2025-12-18T19:27:46.000+0000,False,False,005OH00000BGeeHYAT,2025-12-18T19:27:46.000+0000,005OH00000BGeeHYAT,2025-12-18T19:27:47.000+0000,005OH00000BGeeHYAT,2025-12-18T19:27:47.000+0000,(905)567-6909,,boris@hunter-gray.com,(905)812-1358,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1wASYAY,False,,24651849,0030A0000029gnfQAA,0010A000002w4laQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy Statements,Medium,"NAME: HUGO DONAIS 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H5850 
PHONE: 
EMAIL: hugo@hdfwealth.com
 
ISSUE: 
User is asking about viewing statements for policy 60308919P 
  
FINDINGS:
KB0021359 
I checked utility tool and  there is no option for statements for this policy for workspace.
 
TROUBLESHOOTING/RESOLUTION:
 informed user that there are no statements available for this policy. They would need to contact client services. 
 
EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
Hello Hugo,
It was brought to our attention that you were having trouble viewing statements for the policy (60308919P) on workspace. 
To clarify, permission sets are different for each contract type. For the contract that policy 60308919P belongs to, the option to view statements on Workspace is not available unfortunately. However, you can contact client services at 1-888-252-1847 for these statements.
Let me know if you have any more questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-18T20:03:12.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T20:03:12.000+0000,005OH00000BGf2TYAT,2025-12-18T20:03:12.000+0000,005OH00000BGf2TYAT,2025-12-18T20:03:12.000+0000,(250)580-3359,,hugo@hdfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1wzuYAA,False,,24645745,0031600002QUeETAA1,0010A000002wNqQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Investment summary,Medium,"User wants the investment summary for 400054987

================================================================

****Email Chain****

Hello Patty,

Thank you for contacting the Workspace Support team regarding the latest investment summary for your client.

If you are unable to obtain a copy of the latest investment summary or statement for the policy in question from Workspace, please reach out to the Advisor Support Centre (ASC) 1-888-252-1847 for assistance with this request.

Additionally, regarding you not wanting to renew/roll over the investment when it comes due next year, we specialize in technical support, for any process related inquiry, please reach out to your Regional Sales Associate for Wealth Georgia Nicoletti at georgia.nicoletti@canadalife.com for assistance or the ASC can provide guidance as well.

If there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Patty Etling <patty@lilleyfg.ca> 
Sent: December 17, 2025 1:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Fockens, Jim <jim@lilleyfg.ca>
Subject: [EXT] Deborah Anderson GIC #400054987

Please be advised that I would like a copy of the latest investment summary for this GIC. (ie: total money) Also, please be advised that the client WILL NOT BE RENEWING/ROLLING OVER the investment when it comes due next year, and is in fact
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Please be advised that I would like a copy of the latest investment summary for this GIC.  (ie: total money)

Also, please be advised that the client WILL NOT BE RENEWING/ROLLING OVER the investment when it comes due next year, and is in fact going to put the money into a new RIF with Canada Life.

Thank you. 

Patricia Etling
Lilley Financial Group
Financial Security Advisor
Investment Representative
Quadrus Investment Services
Ph: 705-790-5570
Fax: 1-888-243-2696",True,2025-12-18T18:24:01.000+0000,False,False,005OH000002iN7pYAE,2025-12-18T18:24:01.000+0000,005OH000002iN7pYAE,2025-12-18T18:27:25.000+0000,005OH000002iN7pYAE,2025-12-18T18:27:25.000+0000,(705)329-0118,(705) 323-5022,patty@lilleyfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1x37YAA,False,,24645239,0030A0000029ZIRQA2,0010A000002vybuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Blocked Payment,Medium,"*** DDS Dec 18th, 2025 ***
User could not complete banking info page. Indicated how to format it based on bank and app was sent successfully.
=============
Bonjour Jean-Philippe,

C’était un plaisir de vous aider aujourd’hui pour vous aider à compléter une proposition sur Simplement Protégé.

Durant notre appel, je vous ai aidé à correctement formatter les données bancaires dans la proposition et elle a été complétée avec succès.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-18T18:27:30.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-18T18:15:43.000+0000,005OH00000AbJ7aYAF,2025-12-18T18:27:30.000+0000,005OH00000AbJ7aYAF,2025-12-18T18:27:30.000+0000,(514)403-6663X270,,eric.cote@sfl.qc.ca,(450)462-9250,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1yNPYAY,False,,24646057,0031600002a7ovNAAQ,0010A000002wOHJQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T18:29:31.000+0000,False,False,0055o000002KxaMAAS,2025-12-18T18:29:31.000+0000,0055o000002KxaMAAS,2025-12-18T18:29:32.000+0000,0055o000002KxaMAAS,2025-12-18T18:29:32.000+0000,(403)981-1997,(403) 512-5611,ryan@evermarkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1zUmYAI,False,,24647731,003G000001IjObzIAF,0010A000002wSAYQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ADSL Workspace Registration,Medium,"***DDS 2025-12-18***
DM contacted us to assist user with ADSL Workspace registration as user was having issues.
DDS provided steps to complete Workspace registration, and offered a call if user requires further assistance.
 
================================================================================
****Email Chain**
Bonjour Sarah-Lee,

Nous étions informés de vos difficultés à compléter votre inscription à l’Espace Affaires. Nous voyons que vous avez déjà créé votre nom d’utilisateur et mot de passe associé. Vous pouvez donc suivre les étapes suivantes pour compléter votre inscription à l’Espace Affaires :
1.	Allez à Register.
2.	Entrez votre nom d’utilisateur et votre mot de passe associé.
a.	Si vous avez oublié votre nom d’utilisateur, envoyez un courriel à Distribution_Methodology@canadalife.com et ils pourront vous fournir votre nom d’utilisateur.
b.	Si vous avez oublié votre mot de passe, téléphonez-nous à 1-800-475-7001 et nous pourrons vous aider à réinitialiser ce mot de passe.
3.	Entrez votre adresse courriel et un mot de passe, ces informations seront utilisées pour votre login à l’Espace Affaires.
4.	Acceptez les conditions d’utilisation.
5.	Un courriel de vérification va ensuite être envoyé à votre adresse courriel, ouvrez le courriel et cliquer sur le bouton rouge Vérifier pour compléter votre inscription.
6.	Allez à Espace affaires ouvrez une session — Canada Vie et entrez votre adresse courriel et mot de passe pour accéder à l’Espace Affaires.

Si vous rencontrez toujours des problèmes avec ces étapes ou si vous avez besoin de plus d’assistance, n’hésitez pas à nous téléphoner à 1-888-999-4516 et nous pourrons vous assister.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 18, 2025 10:01 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Sarah-Lee Mailhot <smailhot@groupefinanciervp.com>
Subject: FW: [EXT] Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - Sarah-Lee Mailhot - Effective Novembre 25, 2025

Hi team,

Can you please assist Sarah-Lee on completing or accessing her Direct Workspace?

Her user ID created is SARAHLEEMAILHOT@clext.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Sarah-Lee Mailhot <smailhot@groupefinanciervp.com> 
Sent: December-18-25 08:07 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: Re: [EXT] Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - Sarah-Lee Mailhot - Effective Novembre 25, 2025

Bonjour ca ne fonctionne pas .. . Le lun. 8 déc. 2025 à 09: 17, Distribution Methodology <Distribution_Methodology@ canadalife. com> a écrit : Bonjour Sarah-Lee, Pouvez-vous nous confirmer si vous rencontrez toujours des difficultés pour terminer
ZjQcmQRYFpfptBannerStart
Be careful with this message - Soyez prudent avec ce courriel. 
The sender's email domain has only been active for a short period of time and could be unsafe. - Le nom de domaine du courriel de l’expéditeur n’est actif que depuis peu de temps et pourrait ne pas être sûr. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour ca ne fonctionne pas ... 

Le lun. 8 déc. 2025 à 09:17, Distribution Methodology <Distribution_Methodology@canadalife.com> a écrit :
Bonjour Sarah-Lee,
 
Pouvez-vous nous confirmer si vous rencontrez toujours des difficultés pour terminer le processus d’inscription à Workspace, afin que nous puissions vous mettre en relation avec notre équipe d’assistance Workspace pour un soutien supplémentaire si nécessaire?
 
Merci,
 
Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Sarah-Lee Mailhot <smailhot@groupefinanciervp.com> 
Sent: December-01-25 07:47 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: Re: [EXT] Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - Sarah-Lee Mailhot - Effective Novembre 25, 2025
 
Bonjour, je me suis créer mon accès mais lorsque j'essaie de me connecter avec mon courriel et le mot de passe que j'ai créer cela ne fonctionne pas. Le lun. 24 nov. 2025 à 11: 35, Distribution Methodology <Distribution_Methodology@ canadalife. com>
Bonjour, je me suis créer mon accès mais lorsque j'essaie de me connecter avec mon courriel et le mot de passe que j'ai créer cela ne fonctionne pas. 
 
Le lun. 24 nov. 2025 à 11:35, Distribution Methodology <Distribution_Methodology@canadalife.com> a écrit :
Bonjour Sarah-Lee,
 
Veuillez noter que vous pouvez commencer votre processus d’inscription à partir de demain, le 25 novembre.
 
Merci,
 
Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Sarah-Lee Mailhot <smailhot@groupefinanciervp.com> 
Sent: November-24-25 11:29 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - Sarah-Lee Mailhot - Effective Novembre 25, 2025
 
Bonjour, cela ne fonctionne pas. Le lun. 24 nov. 2025 à 10: 46, Distribution Methodology <Distribution_Methodology@ canadalife. com> a écrit : Code d'activation : 1-1F2K64F A ne pas utiliser avant le Novembre 25, 2025 Jiwon Byun (She/her)
Bonjour, cela ne fonctionne pas.
 
Le lun. 24 nov. 2025 à 10:46, Distribution Methodology <Distribution_Methodology@canadalife.com> a écrit :
Code d'activation : 1-1F2K64F
A ne pas utiliser avant le Novembre 25, 2025
 
 
 
Jiwon Byun (She/her)
Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 


 
-- 
Sarah-Lee Mailhot
Adjointe 
Les Services Financiers Kathleen Pitt et Véronique Potvin
256-2750 Chemin Ste-Foy
Québec, Qc, G1V 1V6
Bureau: 581-742-4700
Fax: 581-742-4703
https://veroniquepotvinkathleenpitt.com/ 
 
   
 
Kathleen Pitt et Véronique Potvin sont des représentantes en épargne collective rattaché à Services en placements PEAK Inc. Services en placements PEAK inc. est un courtier en épargne collective inscrit auprès de l’Organisme canadien de réglementation des investissements. Les activités de Services en placements PEAK Inc. couvrent les produits de placement, comme les fonds communs et les fonds négociés en bourse.
 
L’information contenue dans le présent message est personnelle et confidentielle. Elle est destinée au seul  usage de l’individu ou entité nommé ci-dessus. Toute lecture, copie, divulgation, appropriation ou  dissémination du contenu de ce message par une autre personne que le destinataire est strictement  défendu. Si vous avez reçu la communication par erreur, veuillez nous en informer immédiatement. Nous vous remercions de votre collaboration.
 
Soyez avisé que Services en placements PEAK Inc. n’accepte aucune transaction par courrier électronique. Veuillez effectuer vos transactions par téléphone ou par télécopieur seulement. Vous pouvez cesser de recevoir des courriels de la part de Kathleen Pitt et Véronique Potvin en tout temps en lui transmettant un courriel avec l’instruction « désinscrire ».


 
-- 
Sarah-Lee Mailhot
Adjointe administrative
Les Services Financiers Kathleen Pitt et Véronique Potvin
256-2750 Chemin Ste-Foy
Québec, Qc, G1V 1V6
Bureau: 581-742-4700
Fax: 581-742-4703
https://veroniquepotvinkathleenpitt.com/ 
 
   
 
Kathleen Pitt et Véronique Potvin sont des représentantes en épargne collective rattaché à Services en placements PEAK Inc. Services en placements PEAK inc. est un courtier en épargne collective inscrit auprès de l’Organisme canadien de réglementation des investissements. Les activités de Services en placements PEAK Inc. couvrent les produits de placement, comme les fonds communs et les fonds négociés en bourse.
 
L’information contenue dans le présent message est personnelle et confidentielle. Elle est destinée au seul  usage de l’individu ou entité nommé ci-dessus. Toute lecture, copie, divulgation, appropriation ou  dissémination du contenu de ce message par une autre personne que le destinataire est strictement  défendu. Si vous avez reçu la communication par erreur, veuillez nous en informer immédiatement. Nous vous remercions de votre collaboration.
 
Soyez avisé que Services en placements PEAK Inc. n’accepte aucune transaction par courrier électronique. Veuillez effectuer vos transactions par téléphone ou par télécopieur seulement. Vous pouvez cesser de recevoir des courriels de la part de Kathleen Pitt et Véronique Potvin en tout temps en lui transmettant un courriel avec l’instruction « désinscrire ».



-- 
Sarah-Lee Mailhot
Adjointe administrative
Conseillère en sécurité financière (en stage)
Les Services Financiers Kathleen Pitt et Véronique Potvin
256-2750 Chemin Ste-Foy
Québec, Qc, G1V 1V6
Cellulaire : 819-668-6791
Bureau: 581-742-4700
Fax: 581-742-4703
https://veroniquepotvinkathleenpitt.com/ 

   

Kathleen Pitt et Véronique Potvin sont des représentantes en épargne collective rattaché à Services en placements PEAK Inc. Services en placements PEAK inc. est un courtier en épargne collective inscrit auprès de l’Organisme canadien de réglementation des investissements. Les activités de Services en placements PEAK Inc. couvrent les produits de placement, comme les fonds communs et les fonds négociés en bourse.
 
L’information contenue dans le présent message est personnelle et confidentielle. Elle est destinée au seul  usage de l’individu ou entité nommé ci-dessus. Toute lecture, copie, divulgation, appropriation ou  dissémination du contenu de ce message par une autre personne que le destinataire est strictement  défendu. Si vous avez reçu la communication par erreur, veuillez nous en informer immédiatement. Nous vous remercions de votre collaboration.
 
Soyez avisé que Services en placements PEAK Inc. n’accepte aucune transaction par courrier électronique. Veuillez effectuer vos transactions par téléphone ou par télécopieur seulement. Vous pouvez cesser de recevoir des courriels de la part de Kathleen Pitt et Véronique Potvin en tout temps en lui transmettant un courriel avec l’instruction « désinscrire ».",True,2025-12-18T18:57:29.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T18:57:29.000+0000,005OH00000AX0rVYAT,2025-12-18T18:57:29.000+0000,005OH00000AX0rVYAT,2025-12-18T18:57:29.000+0000,(581)742-4700,(418) 609-2679,vpotvin.plfin@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i1zY0YAI,False,,24651701,0031600002QUdF2AAL,0010A000002wNqEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T20:00:53.000+0000,False,False,005OH00000AdAzSYAV,2025-12-18T20:00:53.000+0000,005OH00000AdAzSYAV,2025-12-18T20:00:54.000+0000,005OH00000AdAzSYAV,2025-12-18T20:00:54.000+0000,(519)835-4286,(519) 835-4286,shaun@valeriotefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i219zYAA,False,,24647000,003OH00000Gg3xyYAB,001OH00000KfCjGYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERROR TAN,Medium,"SL: Escalated to DAS INC1942703 regarding the error when submitting the application.

Caller Name: Mohamed Konate
Advisor or support staff: Advisor 
Advisor Code: H3003 MGA
Advisor Name: Mohamed Konate	
Phone: 416-829-8087 and (647) 835-3787
Email: mohamed@mohamedkonate.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Issue with application working on. sent to client to sign. application was returned, added some comments, trying to submit and now getting
ERROR TAN
Side note, the insurer received the application but the Owner didn't receive it. 
Term APPLICATION#60925598-6

FINDINGS: ERROR Tan #d2b48c  ****KB0022199***The approval call failed due to a non-200 http response 

https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH000005pA7SYAU%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000Gh1R5YAJ%26cntc%3D003OH00000Gh1R5YAJ%26id%3D005OH000005pA7SYAU

RESOLUTION: ESCALATED TO L2. 

DID A LOGMEIN SESSION, captured the error. screenshot attached. 
had him try to sign out/back in again to check.

Captured info as per KB.
****KB0022199***
Full Name: Mohamed Konate
User ID:
Advisor commission code: 
Email: mohamed@mohamedkonate.ca	
Phone: 416-829-8087
Application number: Term APPLICATION#60925598-6
Screenshot : ATTACHED
error code/colour : TAN
Application is for: *insert one only:* (Term Product, Par Product, Large Case Term Product) : Term



--------------------------------------***DDS  12/18/2025***--------------------------

Hello Mohamed,

It was lovely speaking with you this afternoon regarding the issue with the Simple Protect application you’re trying to submit for your client.

During our call you confirmed that this is the first time you’re experiencing this issue in Simple Protect. My colleague ensured that your preferences are setup correctly in New Business but that didn’t help resolve the issue. As a result we’ve escalated a ticket to our digital lab for further investigation asking for priority and will provide an update as soon as we hear back from them.

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T19:17:21.000+0000,False,False,0050A000000qsPeQAI,2025-12-18T18:44:59.000+0000,005OH00000AUS7aYAH,2025-12-18T19:30:24.000+0000,0050A000000qsPeQAI,2025-12-18T19:30:24.000+0000,(647)835-3787,,mohamed@mohamedkonate.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i21bRYAQ,False,,24646772,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T18:41:41.000+0000,False,False,005OH00000AdAzSYAV,2025-12-18T18:41:41.000+0000,005OH00000AdAzSYAV,2025-12-18T18:41:41.000+0000,005OH00000AdAzSYAV,2025-12-18T18:41:41.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AdAzSYAV,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i21gGYAQ,False,,24654704,0030A0000029lk7QAA,0010A000002w8qHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,NBN Completed Application,Medium,"SL - Advised completed applications will disappear from the dashboard after 60 days. This is expected behavior.

***DDS*** 12/23/25
Name: Kelsie Lenton
Reference: Call Assist

Sent to SL Inbox tagging Eliese.

Good afternoon Kelsie,

After investigation of this issue we’ve been advised completed applications will automatically be removed after 60 days. This is expected behavior that they remain on the dashboard for that period of time. Should completed applications not disappear after 60 days have passed, please reach out to let us know.

We’re glad we could answer your inquiry today. There is a survey linked below, and we'd appreciate it if you wouldn't mind taking a moment to rate our service and share any thoughts on our Workspace platform. Your feedback helps us improve continuously.  Thanks in advance!

Feedback Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Service Leader
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 23, 2025 4:22 PM
To: Kelsie Lenton <kelsie@lentonfinancial.ca>
Subject: 24654704 - [EXT] FW: NBN 


Hi Kelsie,

Thank you for contacting the Workspace support group regarding clearing completed applications.

We are currently investigating this issue and get back to you once the investigation has complted.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kelsie Lenton <kelsie@lentonfinancial.ca> 
Sent: December 17, 2025 3:45 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: 24654704 - [EXT] FW: NBN 

My coordinator in new business says you need to clear this policy. See email strings below With regards to 69095797D, this looks good on our end. You will need to reach out to Workspace to have it cleared. Thanks, Kelsie Kelsie Lenton CFP, CLU,
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
My coordinator in new business says you need to clear this policy. 

See email strings below
With regards to 69095797D, this looks good on our end. You will need to reach out to Workspace to have it cleared.



Thanks, 
Kelsie
 
  
Kelsie Lenton  CFP, CLU, CHS
Financial Advisor 
826 3rd Ave N Saskatoon, SK S7K 2K2 

(P) 306-382-1860 
Website: www.lentonfinancial.ca
kelsie@lentonfinancial.ca
 
 
From: Neighbours, Wynette <Wynette.Neighbours@canadalife.com> on behalf of Gaebel, Amanda <amanda.Gaebel@canadalife.com>
Date: Wednesday, December 17, 2025 at 8:43 AM
To: Kelsie Lenton <kelsie@lentonfinancial.ca>
Subject: RE: NBN
Hi Kelsie,
 
I am working to have policy 69105136T moved to complete. 
 
With regards to 69095797D, this looks good on our end. You will need to reach out to Workspace to have it cleared.
 
Regards,
 
Wynette Neighbours
New Business Coordinator,  Individual Life New Business
wynette.neighbours@canadalife.com | Phone: 1-855-885-7807
 
Availability: Monday to Friday 7am to 3:15pm Central time
 
Upcoming vacation Alert:  I will be away starting December 23, 2025, returning on December 29, 2025.  
 
Mailing address for New Business:
Canada Life New Business
T-019   255 Dufferin Avenue
London, ON  N6A 4K1
 
Placing requirements email:  policyplacing@canadalife.com
 
 
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
 
 
From: Kelsie Lenton <kelsie@lentonfinancial.ca>
Sent: December 16, 2025 10:40 AM
To: Gaebel, Amanda <amanda.Gaebel@canadalife.com>
Subject: [EXT] NBN
 
Hey, Can we get these policies cleared they are completed and settled. 69095797D Complete Arkes, Tara Arkes, Tara Lifestyle Protection Plan 69105136T Decided Kayila, Catherine Kayila, Thanks, Kelsie Kelsie Lenton CFP, CLU, CHS Financial Advisor
Hey,
 
Can we get these policies cleared they are completed and settled.
 
69095797D	Complete	Arkes, Tara	Arkes, Tara	Lifestyle Protection Plan
69105136T	Decided	Kayila, Catherine	Kayila,
 
 
Thanks,
Kelsie",True,2026-01-02T18:58:55.000+0000,False,False,0050A000000qsPeQAI,2025-12-18T20:51:45.000+0000,005OH00000BGeeHYAT,2026-01-02T18:58:55.000+0000,0050A000000qsPeQAI,2026-01-02T18:58:55.000+0000,(306)382-1860,,kelsie@lentonfinancial.ca,(306)384-4658,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i22MAYAY,False,,24647252,0031600002XcFkEAAV,0011600001sr6F6AAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue Same Company,Medium,"***DDS 2025-12-18***
CIS merged 2 accounts.
DDS notified user of merge.

***DDS 2025-12-18***
User wanted to merge 2 accounts.
DDS sent a request to CIS to have 2 accounts merged as they are from the same company.
 
================================================================================
****Email Chain**
Hello Pam,

Thank you for contacting the Workspace Support team regarding your merge issue. 

We’ve gone ahead and performed the necessary changes on our system, and the accounts should be merged in 2-3 business days. If you find that these accounts are still not merged after 3 business days, feel free to reply to this email and we would love to investigate this issue further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Pam Kreis <pam@onyxfinancial.ca> 
Sent: December 9, 2025 12:29 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Merge: Yarrow Sash & Door Inc. - Case 24647252

Please merge Account: YARROW SASH & DOOR INC Account: YARROW SASH & DOOR INC Pam Kreis, CHS Wealth Management Assistant ONYX Financial Group 204-819-9479 204-777-6699 pam@ onyxfinancial. ca onyxfinancial. ca Suite 300 - 200 Waterfront Drive,
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Please merge
Account: YARROW SASH & DOOR INC
Account: YARROW SASH & DOOR INC

 
Pam Kreis, CHS
Wealth Management Assistant
 
ONYX Financial Group 	   
   
   
   
  	204-819-9479
204-777-6699
pam@onyxfinancial.ca
onyxfinancial.ca
Suite 300 - 200 Waterfront Drive, Winnipeg, MB, R3B 3P1
  
  
 	



I acknowledge that I live and work on Treaty One Territory, the homeland of the Anishinaabeg, Cree, Anisininew, Dakota, Lakota, Dene peoples, and the national homeland of the Red River Metis. 


This communication contains information intended only for the person(s) to whom it is addressed. Any unauthorized use, retention, disclosure, copying or other distribution of this communication or taking any action on its contents is strictly prohibited. If you have received this message in error, please notify the author immediately and destroy this message without reading, copying, or forwarding. 

 All done






By replying to this request, any personal information provided will be used to provide you with products and services.   To learn about our personal information policies and practices, visit Canada.life.com/privacy.   


Chantelle Beauchamp 
Customer Data Techinician  |  Individual Wealth & Insurance Solutions
Absences: Dec 29th - 31st, and Jan 1st - 2nd 
Chantelle.Beauchamp@canadalife.com  |

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 18, 2025 1:49 PM
To: Client Information System Support <ClientInformationSystem.Support@canadalife.com>
Subject: Merge Issue Same Company - Case 24647252

Hello CIS Team,

Could you please merge these two accounts from the same company? Here is the required information:

Client Name: YARROW SASH & DOOR INC
Policy #'s: 60880271T, 60880298T
Company: CL
CIS Client ID’s: 9877322452
SF ID: 001OH00000ddq5JYAQ

Client Name: YARROW SASH & DOOR INC
Policy #'s: 69100163T
Company: CL
CIS Client ID’s: 8804615410
SF ID: 001OH00000ddXkPYAU

Please let me know if you require further information from me.

Thank you,

Justin Leung
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations  
E: Justin.Leung@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T18:48:57.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T18:48:57.000+0000,005OH00000AX0rVYAT,2025-12-18T19:00:27.000+0000,005OH00000AX0rVYAT,2025-12-18T19:00:27.000+0000,(204) 944-0671,,gord@gpkfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i23TcYAI,False,,24650959,003G0000018f7drIAA,0010A000002wPkNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client PAC/AWD Account Register,Medium,"info provided 

**EMAIL**

Good day Marie,

Thank you for reaching out to Wealth Reporting Support team.

On Investment Centre, the Client PAC/AWD Account Register report can display a list of client’s PAC/AWD information. Please note a separate report would need to be generated for PAC/AWD client-held and nominee active. Please view reference below on how to retrieve the following report.

Step 1. Select Reports
Step 2. Select Marketing 
Step 3. Select Client PAC/AWD Account Register
Step 4. Select the following Type and Status 
Step 5. Optional – select file format as .CSV Excel
Step 6. Generate report 

 


There is also a new ad-hoc report request available, Nominee PAC & AWD Summary which provides a list of clients' annual total nominee PAC and/or AWD dollar amounts. Please have the form link filled out and submitted if you would to receive this report. For more details regarding other ad-hoc reports available, please visit this link Quadrus: Request a report (found on Advisor Content Hub).


As for Suitability information, this is only available at Plan level > Portfolio Insights per individual client. Unfortunately, it is not available to cover all clients into a single report. 


Please let me know if you have any questions.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

 
From: Li, Paul <Paul.Li@advicecanada.com> 
Sent: December 16, 2025 3:32 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Prefontaine, Marie <marie@fdgteam.com>
Subject: Reporting Support

Hi team,

Marie Prefontaine at FDG Inc. and her team had a couple of questions regarding reporting options in IC:
1.	Is there a report that compiles PACs or automatic instructions by client and account?
2.	Is there a report that identifies suitability issues—specifically accounts that are offside or approaching offside? This question relates to the Portfolio Insights Plan > “Suitability” tab.

Thanks for the support.

Best regards,

Paul Li, CFP
Business Development Director | Advice Canada 
paul.li@advicecanada.com | 403-515-6814

Upcoming Absence: Dec.16 to Dec.31 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.",True,2025-12-18T19:49:02.000+0000,False,False,005OH0000071DK9YAM,2025-12-18T19:49:02.000+0000,005OH0000071DK9YAM,2025-12-18T19:49:03.000+0000,005OH0000071DK9YAM,2025-12-18T19:49:03.000+0000,(780)465-5201,(780) 497-1036,marie@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i244iYAA,False,,24649660,0030A0000029bm6QAA,0010A000002w0dHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:28:06.000+0000,False,False,0055o000001h4cFAAQ,2025-12-18T19:28:06.000+0000,0055o000001h4cFAAQ,2025-12-18T19:28:06.000+0000,0055o000001h4cFAAQ,2025-12-18T19:28:06.000+0000,(204)219-7456,,andrew.johnson@iainvestia.ca,(204)219-7459,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i24USYAY,False,,24647399,0030A00000BROtdQAH,0010A00000C1bzpQAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Padlock symbols on SP and app not accepting banking info.,Medium,"***DDS*** 12/18/25
Name:  PATRICIA CARVER
Phone: 
Agent code: 
Reference: KB0023183 & call assist & KB0023223

Hi Trish,

Thank you for contacting the Workspace support group regarding padlock symbols in Simple Protect and app not accepting banking information.

Please confirm if  you are using Simple Protect on a tablet or smartphone (e.g. iPad, iPhone, Pixel, Galaxy, Android tablet) or Safari Browser.   Currently Simple Protect is only supported on Laptops and Desktops (PCs).

In regards to banking info, please confirm if you are receiving any error messages for example ""Invalid format"" received when attempting to input the bank account numbers for an application. 

Please refer to this link for Bank account formats:
https://www.acp.canadalife.com/secure/forms-processes/insurance-processes/bank-account-formats.html

Please also note - Line of Credits are not accepted as a payment method. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Carver, Tricia <tricia.carver@nbc.ca> 
Sent: December 17, 2025 4:30 PM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: New application system needs some tidying up

Hello again, The app wouldn’t accept my client’s banking info today – we tried two accounts and then gave up. Is that a glitch that is being investigated? Thanks, Trish Tricia Carver, CPA-CA, CFP, TEP Insurance Advisor Tel
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello again,

The app wouldn’t accept my client’s banking info today – we tried two accounts and then gave up. 

Is that a glitch that is being investigated?

Thanks,

Trish

Tricia Carver, CPA-CA, CFP, TEP
Insurance Advisor
	 
Tel : (204) 925-5153 extension 55153
   tricia.carver@nbc.ca 

 

 

NBF Financial Services Ltd. Partner of National Bank Insurance
Tr. 6576-1-1
1000 – 400 St. Mary Ave, Winnipeg, MB R3C 4K5


From: Teerhuis, Kris <Kris.Teerhuis@canadalife.com> 
Sent: Wednesday, December 17, 2025 2:41 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Carver, Tricia <tricia.carver@nbc.ca>
Subject: Fw: New application system needs some tidying up

**************************************
PRUDENCE/CAUTION - EXTERNE/EXTERNAL 
**************************************
Hello,

Please see attached screenshots. I have experienced this as well. Is there a fix in place?

Thanks,

Kris

________________________________________
From: Carver, Tricia <tricia.carver@nbc.ca>
Sent: Wednesday, December 17, 2025 2:37:57 PM
To: Teerhuis, Kris <Kris.Teerhuis@canadalife.com>
Subject: [EXT] New application system needs some tidying up 
 
Hi Kris, I have been meaning to mention this for several weeks. When taking an app in Simple Protect, these weird lock symbols show up in the middle of the screen – is that on someone’s radar to fix? Thanks, Trish Tricia Carver,
Hi Kris,
 
I have been meaning to mention this for several weeks. When taking an app in Simple Protect, these weird lock symbols show up in the middle of the screen – is that on someone’s radar to fix?
 
Thanks,
 
Trish
 
Tricia Carver, CPA-CA, CFP, TEP
Insurance Advisor
 	 
Tel : (204) 925-5153 extension 55153
   tricia.carver@nbc.ca 
 
 
 
 
 
NBF Financial Services Ltd. Partner of National Bank Insurance
Tr. 6576-1-1
1000 – 400 St. Mary Ave, Winnipeg, MB R3C 4K5",True,2025-12-18T18:51:40.000+0000,False,False,005OH00000BGeeHYAT,2025-12-18T18:51:40.000+0000,005OH00000BGeeHYAT,2025-12-18T18:51:40.000+0000,005OH00000BGeeHYAT,2025-12-18T18:51:40.000+0000,(204)925-5153,,tricia.carver@nbc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i27nMYAQ,False,,24652221,0030A000008PfssQAC,0010A000009IwkTQAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access error,Medium,"*************DDS********** 12/18/2025

User having issues accessing workspace, DDS did a logmein session to determine the issue. DDS noticed user was trying to sign as a primerica user. DDS guided user to right sign in page.


**********email chain************

Hello Yan,

    It was a pleasure assisting you today. I was able to provide you with the link to the workspace sign in page. You could also use this link to access workspace for future reference: https://workspace.canadalife.com/. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T20:23:08.000+0000,False,False,005OH00000BFQFHYA5,2025-12-18T20:09:05.000+0000,005OH00000BFQFHYA5,2025-12-18T20:23:08.000+0000,005OH00000BFQFHYA5,2025-12-18T20:23:08.000+0000,(604)725-8066,,gracezh68@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i29NeYAI,False,,24648392,0030A0000029Vf5QAE,0010A000002vvXYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA LOG ON - Password Lockout.,Medium,"***DDS*** 12/18/25
Name:  Natasha Grendys 
Phone: 
Agent code: 
Reference: KB0017399

Advisor name: ROBERT NEIL

Hello Natasha,

Thank you for contacting the Workspace support group regarding Workspace log on.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Natasha Grendys <natasha.grendys@neilandassociates.ca> 
Sent: December 18, 2025 11:55 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] LOG ON

Good day, Can you please help me log onto my account. This was asked of me, can you please advise? As discussed, we will need you to confirm the TPA information listed on both of your ASA profiles is correct and up to date before we can assist
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good day, 

Can you please help me log onto my account. 
This was asked of me, can you please advise? 

As discussed, we will need you to confirm the TPA information listed on both of your ASA profiles is correct and up to date before we can assist with accessing your Workspace account. 

Thank you
Natasha 

Natasha Grendys 
Individual Client Operations Specialist
Merry Christimas and Happy New Year!! All the best in 2026!!
Our office will be closed at noon December 24, 2025. Will return back to regular hours December 30th. Closed at noon December 31st.
Resume regular business hours January 5, 2026
Thank you
10715 – 102 Street
Grande Prairie, AB T8V 2X1
Ph: (780) 539-5943 Fax: (780) 513-2262 
Toll Free 1-888-274-0179
www.neilandassociates.ca",True,2025-12-18T19:07:49.000+0000,False,False,005OH00000BGeeHYAT,2025-12-18T19:07:49.000+0000,005OH00000BGeeHYAT,2025-12-18T19:07:49.000+0000,005OH00000BGeeHYAT,2025-12-18T19:07:49.000+0000,(780)539-5943,,rob@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2A21YAE,False,,24650538,0030A0000029cEJQAY,0010A000002w12HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:42:22.000+0000,False,False,0055o000001t1uPAAQ,2025-12-18T19:42:22.000+0000,0055o000001t1uPAAQ,2025-12-18T19:42:23.000+0000,0055o000001t1uPAAQ,2025-12-18T19:42:23.000+0000,(416)499-9626X244,(416) 737-7603,iandm@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2AV1YAM,False,,24649226,0030A0000029VaLQAU,0010A000002vvSyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:21:26.000+0000,False,False,00516000007Qeg2AAC,2025-12-18T19:21:26.000+0000,00516000007Qeg2AAC,2025-12-18T19:21:27.000+0000,00516000007Qeg2AAC,2025-12-18T19:21:27.000+0000,(416)999-4280,,damavand.ifp@gmail.com,(905)763-7903,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2B6AYAU,False,,24650766,003G0000018f75pIAA,0010A000002wP99QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect Repeating Application Process,Medium,"***DDS 2025-12-18***
User reports when trying to go back to the application process, it takes the user back to the beginning of Simple Protect.
DDS advised user to clear cache and cookies and inquired further on issue.
 
================================================================================
****Email Chain**
Hello David,

We recently were informed of your issues with your Simple Protect application. We would recommend you try clearing your cache and cookies, logging out of Workspace, and then logging back in to see if that resolves the issue. If you don’t know how to clear your cache and cookies, please follow the steps below depending on the browser you are using:
Edge:
-	Click the 3 dots in the top right > settings > Privacy, Search, and Services > Clear Browsing Data > Choose what to clear > click the check boxes for Cookies and other site data and Caches Images and Files
Chrome:
-	Click the 3 dots in the top right > settings > Privacy and Security > Delete Browsing Data > click the check boxes for Cookies and other site data and Caches Images and Files

If you are still facing issues after doing so, please reply to this email with a screenshot detailing what exactly happens and if this issue occurs for all Simple Protect applications or just a particular one.

If you have any other Workspace related questions, feel free to reply to this email or give us a call at 1-888-999-4516 and we would love to assist you further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Baker, Rachel <Rachel.Baker@canadalife.com> 
Sent: December 18, 2025 10:10 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: DLD Financial Group Ltd <david@dldfinancial.com>
Subject: Assistance Required - SP application submission issue 
Importance: High

Hello, 

Would you be able to assist with the issue outlined below and connect with the advisor regarding a problem with a Simple Protect application? 

“when I go back to the application process, it takes me back to the beginning of simple protect.

Advisor: David Drummond - david@dldfinancial.com 
604 800-5394 

Thank you in advance,

Rachel Baker  she/her
New Business Coordinator  | Insurance New Business Underwriting and Operations
Working Hours: Monday-Friday- 7am to 3pm
Rachel.Baker@canadalife.com  |  1-833-779-6232
Planed Absence: December 24th- January 5th  
                                                                  
 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: David Drummond <david@dldfinancial.com> 
Sent: December 17, 2025 3:50 PM
To: Baker, Rachel <Rachel.Baker@canadalife.com>
Subject: [EXT] Fwd: Application signed

hi Rachel - when I go back to the application process, it takes me back to the beginning of simple protect. SP hasn't been the easiest to use recent i'm finding ---------- Forwarded message --------- From: <SimpleProtect. Support@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
hi Rachel - when I go back to the application process, it takes me back to the beginning of simple protect.

SP hasn't been the easiest to use recent i'm finding
---------- Forwarded message ---------
From: <SimpleProtect.Support@canadalife.com>
Date: Wed, Dec 17, 2025 at 12:08 PM
Subject: Application signed
To: <david@dldfinancial.com>

Proceed with application
Application ID: 60927920-6
Dear advisor, 
All reviews have been completed and signatures have been submitted by:
Jasdeep Duhra 
Please return to SimpleProtect to continue the application process. 
We care about our clients' privacy. If this email wasn't meant for you, please let us know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can't guarantee this email is virus free and take no responsibility for loss or damage.



-- 

David Drummond, BA, CFP 

Founding Partner
DLD Financial Group Ltd.
320 Granville St. Suite 1180
Vancouver, BC V6C 1S9


Check out our new YouTube Channel;

https://youtube.com/@dldfinancial?si=4q6XHyYZ01wcq4Qo

Check out our videos;
About Dave
 DLD Financial - Our Strategic Planning Approach 

We consider feedback a gift!
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Member of Advocis
23 Year qualifier for the Million Dollar Round Table
Investment Representative 
Quadrus Investment Services Ltd.

#1180 - 320 Granville St. Vancouver, BC V6B0G5
tel: 604.681.7185 (ext.2) 

www.dldfinancial.com

 Find us on Facebook
  Read our Blog
 
""The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.""

If you wish to stop receiving emails from this address, please reply to this email with UNSUBSCRIBE in the subject line.",True,2025-12-18T19:45:55.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T19:45:55.000+0000,005OH00000AX0rVYAT,2025-12-18T19:45:56.000+0000,005OH00000AX0rVYAT,2025-12-18T19:45:56.000+0000,(604)685-6521,(604) 644-9725,david@dldfinancial.com,(604)800-5394,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2BHNYA2,False,,24647906,0030A0000029Wu2QAE,0010A000002vwZFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Raised to Escalations: SP App Error,Medium,"***DDS SL Dec 19 2025***

Caller raised error to DDS Escalations inbox : 
SP App error shows where user cannot go past continue 
Health and Lifestyle error : not apparent 
Likely data fix is required 

===Email Chain===

Good morning Salma and David, 

Thank you for contacting the Workspace Support team. We understand that there has been an issue concerning application 60928309-2 and you have been unable to continue with submitting the application. We are happy to assist you in this matter. 
We have escalated this issue to the Digital Lab team and our partners at Simple Protect for immediate investigation and correction. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T14:21:01.000+0000,False,False,005OH000001yNnaYAE,2025-12-18T19:00:21.000+0000,005OH000001yNnaYAE,2025-12-29T14:21:01.000+0000,005OH000001yNnaYAE,2025-12-29T14:21:01.000+0000,(613)274-2662X312,,david.bourada@ipprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2BcTYAU,False,,24653001,003OH00000M97vMYAR,001OH00000Quw1LYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Issues,Medium,"***DDS 2025-12-18***
User was having issues connecting Authenticator to their Primerica registration.
User originally tried adding their Authenticator but got someone else's name on the Authenticator.
DDS guided user to add a new account on their Okta Authenticator and was able to login.
 
================================================================================
****Email Chain**
Bonjour Melanie,

Merci pour votre appel concernant votre problème d’Authentificateur. Nous sommes très heureux que nous avons pu vous aider à compléter votre inscription à l’Espace Affaires en vous aidant à connecter votre Authentificateur.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T20:22:10.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T20:22:10.000+0000,005OH00000AX0rVYAT,2025-12-18T20:38:31.000+0000,005OH00000AX0rVYAT,2025-12-18T20:38:31.000+0000,(514)209-0292,,melanie.angers@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2BuAYAU,False,,24650580,0030A0000029jyOQAQ,0010A000002w7O2QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:43:03.000+0000,False,False,0055o000001NWfMAAW,2025-12-18T19:43:03.000+0000,0055o000001NWfMAAW,2025-12-18T19:43:03.000+0000,0055o000001NWfMAAW,2025-12-18T19:43:03.000+0000,(905)707-1087,4373333339,trangkphan@yahoo.com,(905)707-1086,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2DizYAE,False,,24648334,003G0000018f7GLIAY,0010A000002wPL8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:06:52.000+0000,False,False,0050A000000WjqvQAC,2025-12-18T19:06:52.000+0000,0050A000000WjqvQAC,2025-12-18T19:06:53.000+0000,0050A000000WjqvQAC,2025-12-18T19:06:53.000+0000,(613)254-8484,(613) 883-7395,cedric@aspirewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2DxdYAE,False,,24651508,0035o000003YhwdAAC,0015o000004Bc0lAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:57:04.000+0000,False,False,005OH00000865wTYAQ,2025-12-18T19:57:04.000+0000,005OH00000865wTYAQ,2025-12-18T19:57:05.000+0000,005OH00000865wTYAQ,2025-12-18T19:57:05.000+0000,(604)562-4907,(604)562-4907,krishan@krizal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2EyYYAU,False,,24653279,0030A0000029nHBQAY,0010A000002wA9zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T20:26:49.000+0000,False,False,005OH000004Ir1xYAC,2025-12-18T20:26:49.000+0000,005OH000004Ir1xYAC,2025-12-18T20:26:50.000+0000,005OH000004Ir1xYAC,2025-12-18T20:26:50.000+0000,(403)736-4970,(403) 827-4621,jplamondon@firstcalgary.com,(403)520-2179,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2GAfYAM,False,,24654240,003G0000018f7ApIAI,0010A000002wPEoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-password reset,Medium,"user has issue with password reset,she change association.
authenticated user and reset password.

Email======================================================================
Bonjour France,

Merci d’avoir contacté le support de l’espace de travail concernant votre soucis réinitialisation de mot, J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd’hui, nous avons réinitialisé votre mot de passe et vous avez pu accéder à votre compte d’espace d’affaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T20:55:22.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-18T20:43:38.000+0000,005OH00000AZ3ZxYAL,2025-12-18T20:55:22.000+0000,005OH00000AZ3ZxYAL,2025-12-18T20:55:22.000+0000,(418)572-3919,(418) 248-6622,france.martin@proactionsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2HjPYAU,False,,24649418,003G000001C1gt3IAB,0010A000002wQTiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product information incorrect in Workspace,Medium,"***DDS Dec 18 2025***

Raised to L2 
User wished to complain concerning the way data is displayed in Workspace and the lack of a a paid to date on UL policies 

User wanted someone at CL HO to call him but I advised that I can pass this along as feedback 

*12/18*
----------------
Roger Mcmillam

a client just called me, paid his premium, his policy does not contain correct information. 
15175631

CSC advised policy information conflict with what he was seeing in 

===Email Chain===

Good afternoon Roger, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you regarding your feedback concerning the displayed information in Workspace. 

We do sincerely appreciate you brining this to our attention. 
We have taken this chance to relay your feedback directly to the Workspace Development Team for review. 

We do hope that you will continue to report your feedback to us in the future. 
As Workspace is an ever-evolving platform, we do rely heavily on user feedback to continually improve the platform. 

If you have additional questions or require further support, please do not hesitate to let us know.

🔺If you could please spare 10 seconds and complete this survey, this will help me improve my ability to serve you in the future. All feedback is welcome and appreciated!

Thank you and have a wonderful day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T21:05:23.000+0000,False,False,005OH000001yNnaYAE,2025-12-18T19:24:33.000+0000,005OH000008919xYAA,2025-12-18T21:05:24.000+0000,005OH000001yNnaYAE,2025-12-18T21:05:24.000+0000,(416) 367-8007,(416) 565-3907,roger@mcmillanfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2HrTYAU,False,,24650415,003G0000018f706IAA,0010A000002wP2jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application Error,Medium,"NAME: QIAN GU 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: ll39439 
PHONE: +13362571011
EMAIL: qian.gu@helpingfinancial.ca 
 
ISSUE: 
User is trying to submit an application but they are stuck on the questionairre section that isn’t letting them proceed.
 
 
FINDINGS:
KB0023222  
User cannot change the questionnaire option once that have made a questionnaire selection
 
TROUBLESHOOTING/RESOLUTION:
Connected through logmein
Called assist for more information
Confirmed with user that they would need 
Advised user that they cannot change the questionnaire selection they have made and would need to complete the questionnaire as they indicated.
 
EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
Hello Qian,
Thank you for contacting Workspace Support about issues with submitting your application.
On the call today, we connected through a LogMeIn session for some troubleshooting steps and found that the issue stemmed from you changing the questionnaire selection that you had previously made. In the future, once you make a questionnaire selection, you cannot go back and change the questionnaire interview type. For this application, you will need to continue with the application by completing the questionnaire now. 
Let me know if you have any more questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-18T20:00:22.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T19:40:24.000+0000,005OH00000BGf2TYAT,2025-12-18T20:00:23.000+0000,005OH00000BGf2TYAT,2025-12-18T20:00:23.000+0000,(647)408-2038,(647) 408-2038,qian.gu@helpingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2HxuYAE,False,,24649176,0030A0000029XuBQAU,0010A000002vxQ3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA account unlock err- W1283,Medium,"****************DDS****************** 12/18/2025
User having issues signing into their account, as they were getting error 1283. DDS verified account was locked. DDS authenticated user and assisted with an account unlock and a password reset. 

ref: KB0021888


***********EMAIL CHAIN*************

Hello Ravi, 

     It was a pleasure assisting you today. We were able to unlock your account, which gave you access back into your account. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T19:36:56.000+0000,False,False,005OH00000BFQFHYA5,2025-12-18T19:20:32.000+0000,005OH00000BFQFHYA5,2025-12-18T19:36:56.000+0000,005OH00000BFQFHYA5,2025-12-18T19:36:56.000+0000,(416)283-1160,,regentfinancial@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2Iu4YAE,False,,24653447,0030A0000029YoiQAE,0010A000002vyAqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T20:30:10.000+0000,False,False,005OH000004Ir1xYAC,2025-12-18T20:30:10.000+0000,005OH000004Ir1xYAC,2025-12-18T20:30:10.000+0000,005OH000004Ir1xYAC,2025-12-18T20:30:10.000+0000,(403)714-3100,,gavinjung1@outlook.com,(403)287-3412,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2K1NYAU,False,,24652722,003G0000018f6wMIAQ,0010A000002wOyEQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CRM Data Download Questions,Medium,"***DDS 2025-12-18***
User wanted to confirm that she has no clients under her name as she keeps on receiving CRM data download emails.
DDS advised user that the emails are being sent as she is a delegate to an advisor with ready CRM data, but she has no CRM data herself as she is an MA.
 
================================================================================
****Email Chain**
Hello Julie,

Thank you for contacting the Workspace Support team regarding the CRM data download notification you received. We’ve investigated your profile, and we can in fact see that your account is a non-advisor access, meaning that you will not be able to download any CRM data from your account. This notice is simply being sent to you as you are a delegate to an advisor that has their CRM data ready to download.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Julie McDermott <Julie@loftwmg.ca> 
Sent: December 18, 2025 2:05 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] URGENT ~ FW: Your CRM data will be ready to download soon | Vos données de GRC seront bientôt prêtes à télécharger
Importance: High

Good afternoon, I have received this notification a few times (my CRM is ready for download ~ see below ) – I am a licenced support staff so I should not have any clients / CRM in WS. Can you please confirm if there are any clients under my
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon, 
I have received this notification a few times (my CRM is ready for download ~ see below ) – I am a licenced support staff so I should not have any clients  / CRM in WS.
Can you please confirm if there are any clients under my name / code in error (LL86058 – Julie McDermott)?  Or if this notice is being sent to everyone?
Thank you, 

Julie McDermott
Executive Associate
180 Columbia St W., Suite 4B, Waterloo ON, N2L 3L3
Phone: 519-885-5177 Ext: 1220 Fax: 519-885-9803
 
  
Follow us on social!
         
This message may contain confidential information. If you are not the intended recipient, please delete it immediately. We have taken precautions against viruses but accept no responsibility for loss or damage caused by any virus present.

From: Canada Life News <Canadalifenews@mail.canadalife.com> 
Sent: December 18, 2025 1:01 PM
To: Julie McDermott <Julie@loftwmg.ca>
Subject: Your CRM data will be ready to download soon | Vos données de GRC seront bientôt prêtes à télécharger

We've reviewed your buy/sell data and we’ll begin extracting your client relationship management (CRM) data from Workspace starting January 5. Your CRM data may be ready for you to download as early as January 7.
View in browser

 	 	 

We've reviewed your buy/sell data and we’ll begin extracting your client relationship management (CRM) data from Workspace starting January 5. Your CRM data may be ready for you to download as early as January 7. To ensure we can extract all your CRM data, you and your delegates must stop entering CRM data into Workspace starting December 31 by 11:59 p.m. EST.
You’ll know it’s ready for you to download when you get: 
•	A pop-up notification in Workspace. It will stay until you acknowledge you’ve downloaded and reviewed your data. Only advisors will see this pop-up.
•	An email from Canada Life, including instructions for accessing and downloading your data. Only advisors will receive this email. If you don’t find the email in your inbox the week of January 7, check your junk email or spam folder. 
Dedicated support for you
We appreciate that as one of the heavier users of Workspace’s CRM functionality, you’ve invested significant time and resources into using it. That’s why we’re offering you more support through this change. Your dedicated support contact will be in touch with you soon to help you prepare for your data extraction.
Delegates: You’re receiving this email because you have an active delegation in Workspace with an advisor in this group. To check your delegations, go to Workspace > My settings > Delegate CRM Data.
Key reminders
•	You and your delegates shouldn’t add any new CRM data to Workspace during the 90-day window. Any data entered during this time will be lost.
•	It is your responsibility to ensure your delegate(s) don't log any CRM data during this time. 
•	It is your responsibility to download your data directly from Workspace. Operations members cannot complete these steps on your behalf.
•	You must complete an acknowledgement in Workspace to remove the pop-up notification. 
•	As part of removing CRM features, we are also eliminating the ‘is Private’ feature. This means once you move to a non-CRM Workspace experience, your delegates will see individual clients who you previously marked as private. 
•	It’s your responsibility to upload your data from your hard drive to your new CRM tool, if you’re using one.
Moving to the non-CRM Workspace experience
Depending on which of these happens first, your Workspace experience will change either: 
•	90 days after you’re first notified your data is ready for you to download
•	Once all members of your firm have downloaded data and acknowledged they’ve done so
Need help?
Review the resources here, including frequently asked questions. If you need help downloading your data extraction or have questions about Workspace, contact Workspace Support.

Read more



 


 
Canada Life and design are trademarks of The Canada Life Assurance Company.
 



 
 	 	 

Nous avons examiné vos données relatives à un rachat et nous commencerons à extraire vos données de gestion des relations avec la clientèle (GRC) de l’Espace affaires le 5 janvier. Vos données de GRC pourraient être prêtes à être téléchargées dès le 7 janvier. Pour que nous puissions extraire toutes vos données de GRC, vous et vos délégués devez cesser d’entrer des données de GRC dans l’Espace affaires à compter du 31 decembre au plus tard à 23 h 59 HE. 
Vous savez que vos données sont prêtes à être téléchargées lorsque : 
•	Une fenêtre contextuelle s’affiche dans l’Espace affaires. Cette fenêtre continuera de s’afficher tant que vous n’aurez pas téléchargé et examiné vos données. Seuls les conseillers verront cette fenêtre contextuelle.
•	Vous recevez un courriel de la Canada Vie comprenant des directives pour accéder à vos données et les télécharger. Seuls les conseillers recevront ce courriel. Si vous ne trouvez pas le courriel dans votre boîte de réception au cours de la semaine du 7 janvier vérifiez votre filtre antipourriel ou votre dossier de courrier indésirable.
Un soutien exclusif pour vous
Vous êtes un grand utilisateur de la fonctionnalité de GRC de l’Espace affaires et nous reconnaissons que vous avez consacré beaucoup de temps et de ressources à son utilisation. C’est pourquoi nous vous offrons plus de soutien pour vous préparer au changement. Votre personne-ressource attitrée pour le soutien communiquera bientôt avec vous pour vous aider à préparer l’extraction de vos données.
Délégués : Vous recevez ce courriel parce que vous avez une délégation active dans l’Espace affaires avec un conseiller de ce groupe. Pour vérifier vos délégations, allez dans l’Espace affaires > Mes paramètres > Données de GRC de délégué.
Rappels importants 
•	Vous et vos délégués ne devriez pas ajouter de nouvelles données de GRC dans l’Espace affaires pendant la période de 90 jours. Toute donnée entrée durant cette période sera perdue.
•	Il vous incombe de vous assurer que vos délégués n’entrent pas de données de GRC pendant ce temps. 
•	Il vous incombe de télécharger vos données directement à partir de l’Espace affaires. Les membres de l’équipe de l’Exploitation ne peuvent pas effectuer ces étapes à votre place.
•	Vous devez fournir une attestation dans l’Espace affaires pour faire disparaître la fenêtre contextuelle. 
•	Dans la foulée du retrait des fonctions de GRC, nous éliminons également la fonction « Confidentiel ». Par conséquent, une fois que vous passerez à une expérience sans GRC dans l’Espace affaires, vos délégués verront les clients pour qui vous aviez précédemment indiqué « confidentiel ». 
•	Vous avez la responsabilité de téléverser vos données à partir du disque dur vers votre nouvel outil de GRC, si vous en utilisez un.
Expérience sans GRC dans l’Espace affaires
Votre expérience dans l’Espace affaires changera à la première des deux éventualités suivantes : 
•	90 jours après la date à laquelle vous avez été avisé pour la première fois que vos données sont prêtes à être téléchargées
•	Une fois que tous les membres de votre cabinet auront téléchargé les données et confirmé que cela a été fait 
Besoin d’aide?
Passez en revue les ressources ici, y compris une foire aux questions. Si vous avez besoin d’aide pour télécharger vos données extraites ou si vous avez des questions sur l’Espace affaires, communiquez avec l’équipe de soutien de l’Espace affaires.

Lire la suite



 


 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie.",True,2025-12-18T20:17:43.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T20:17:43.000+0000,005OH00000AX0rVYAT,2025-12-18T20:17:55.000+0000,005OH00000AX0rVYAT,2025-12-18T20:17:55.000+0000,(519)885-5177,(519) 766-9363,zoe@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2KMJYA2,False,,24650712,0030A0000029lX5QAI,0010A000002w8gsQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Viewing Seg Fund Clients,Medium,"Caller Name: Na Zahou
Advisor or support staff: Advisor support
Advisor Code: 95956 National acct.
Advisor Name: JAMES LEUNG 
Phone: 
Email: na.zhou@edwardjones.com		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: Wanted to see Seg fund clients in Workspace

FINDINGS: TPA ACCESS SEEN SIEBEL

KB0021915 and KB0018473. mga can't do custom reports but can use pre-generated ones

Also called Assist Desk and spoke to Jennifer to get further guidance. 

She has to select the Inforce Client list. 

RESOLUTION: Guided on how to generate the reports to view Seg fund.

--------------------------------------***DDS  12/18/2025***--------------------------
Hello Na,

Thank you for contacting Workspace Support today regarding viewing Seg fund clients in Workspace.

I do see there are only 9 Seg Fund clients. 

To recap, Once you’re in Workspace here is how to access the reports.
1.	Click on All reports, top left
2.	Use the search box, type “inforce client list”
3.	Click on the Report name to access
4.	Click on the filter icon
 
 

Here are the settings to the filters used to generate this report as per our conversation. 

 


🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-18T19:52:27.000+0000,False,False,005OH00000AUS7aYAH,2025-12-18T19:45:09.000+0000,005OH00000AUS7aYAH,2025-12-18T20:30:58.000+0000,005OH00000AUS7aYAH,2025-12-18T20:30:58.000+0000,(604)468-8482,,james.leung@edwardjones.com,(604)468-8432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2MnwYAE,False,,24654206,0030A00000BfsVYQAZ,0010A00000CG2BZQA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected User,Medium,"•	Reason for call: User has not received ACT code and ADV Code email from DM 
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: n/a
•	Email correspondence: n/a
•	Source of triage (e.g., “As per KBA001234”): Identification

Adv to reach out to DM to obtain email.",True,2025-12-18T20:42:50.000+0000,False,False,005OH00000BFQFGYA5,2025-12-18T20:42:50.000+0000,005OH00000BFQFGYA5,2025-12-18T20:42:50.000+0000,005OH00000BFQFGYA5,2025-12-18T20:42:50.000+0000,(780)980-5492,,cameron.rutten@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2NaLYAU,False,,24651279,0030A000009Rb4sQAC,0010A00000AUIbvQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:53:52.000+0000,False,False,0055o000001NWfMAAW,2025-12-18T19:53:52.000+0000,0055o000001NWfMAAW,2025-12-18T19:53:53.000+0000,0055o000001NWfMAAW,2025-12-18T19:53:53.000+0000,(647)529-0565,6475290565,dexin.s.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2PaTYAU,False,,24650670,003G0000018f6YiIAI,0010A000002wOVnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue error code-ERR-W1911,Medium,"Philip Basciano
f7926

Advisor was getting above error code for their ADSL account. After authentication, account unlocked.

Hello Philip,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with workspace login error ERR-W1911. After verification, I found that your account was locked. After authentication, I unlocked your account, and you were able to access your account through advice Canada.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T19:52:39.000+0000,False,False,005OH00000BFiyTYAT,2025-12-18T19:44:31.000+0000,005OH00000BFiyTYAT,2025-12-18T19:52:39.000+0000,005OH00000BFiyTYAT,2025-12-18T19:52:39.000+0000,(705)933-4177,(705) 933-4177,phil.basciano@qandlfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2PfWYAU,False,,24653843,0030A0000029nHUQAY,0010A000002wAAIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T20:36:12.000+0000,False,False,005OH000004Ir1xYAC,2025-12-18T20:36:12.000+0000,005OH000004Ir1xYAC,2025-12-18T20:36:12.000+0000,005OH000004Ir1xYAC,2025-12-18T20:36:12.000+0000,(403)327-0605,,,(855)849-8112,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2PicYAE,False,,24656157,0030A0000029nvJQAQ,0010A000002wAh7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:20:44.000+0000,False,False,005OH000004Ir1xYAC,2025-12-18T21:20:44.000+0000,005OH000004Ir1xYAC,2025-12-18T21:20:44.000+0000,005OH000004Ir1xYAC,2025-12-18T21:20:44.000+0000,(403)233-6803,,tracey.sutherland@edwardjones.com,(877)635-5272,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2PqlYAE,False,,24654290,0035o000003ihgSAAQ,0015o000004NQTtAAO,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Portfolio Insights Training Survey,Medium,"**EMAIL**

Good afternoon Kyle,

Thank you for taking the time to fill out our Wealth Reporting Support survey.

Our team was notified you would like additional training for Portfolio Insights reporting. Portfolio Insights is a monthly subscription reporting tool available to users with Investment Centre (Quadrus) access, providing advisors and their clients with a more in-depth analysis of their investment portfolios. 

Could you please let us know what type of reports you would like to generate on the system? 


Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



Through the completion of the Wealth feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Kyle Sawchuk
Topic: Wealth Reporting Support Team
Would you like additional training with Portfolio Insights? Yes
What can we help you learn more about In Portfolio Insights? Reports",True,2025-12-18T20:44:32.000+0000,False,False,005OH0000071DK9YAM,2025-12-18T20:44:32.000+0000,005OH0000071DK9YAM,2025-12-18T20:44:32.000+0000,005OH0000071DK9YAM,2025-12-18T20:44:32.000+0000,(204)478-8500,(204) 771-0499,ksawchuk@efgi.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2QBfYAM,False,,24654207,003OH00000M96n2YAB,001OH00000QuqoSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected caller,Medium,"Teresita Paculan
advisor need assistance with seg fund application. They are advised to contact their RSA for assistance.",True,2025-12-18T20:47:49.000+0000,False,False,005OH00000BFiyTYAT,2025-12-18T20:42:52.000+0000,005OH00000BFiyTYAT,2025-12-18T20:47:49.000+0000,005OH00000BFiyTYAT,2025-12-18T20:47:49.000+0000,(905)890-2542,,tpaculan@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2SlHYAU,False,,24652545,0035o000007JduCAAS,0015o0000080gjNAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 18th, 2025 ***
User cannot log in. Account locked. KB0017399   followed with authentication with rotation 2. Sign in successful. KB0023058 followed as well to update email address to log in. SIgn in successful.
==============
Bonjour Alexandre, 

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, j’ai pu débloquer votre compte et vous aider à réinitialiser votre mot de passe pour vous connecter à l’Espace Affaires. J’ai aussi mis à jour votre address courriel de connexion à alexandre.bergeron@divitia.ca qui sera utile pour vous connecter désormais.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-18T20:29:42.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-18T20:14:19.000+0000,005OH00000AbJ7aYAF,2025-12-18T20:29:42.000+0000,005OH00000AbJ7aYAF,2025-12-18T20:29:42.000+0000,(450)747-4711X114,,alexandre.bergeron@sfdivitia.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2TUPYA2,False,,24651413,003G0000018f7MBIAY,0010A000002wPRrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/18*
----------------
heather padfild
h6074
f0858
workspace registeration 
trying to register, 
updated browser and cleared cache and cookies 
registration is now working 
user was able to register worksace and their MFA and then sign in. 

*email*
----------------
Good afternoon Heather, 

Thank you for contacting the Workspace Support Team with your inquiry. 

While registering for Workspace you encountered an issue where the website was not behaving as expected, would not do anything after clicking on the block to start registration. We performed some browser triage and were able to get you beyond this point, then you successfully registered for Workspace, set up your MFA and sign in. If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T21:22:27.000+0000,False,False,005OH000008919xYAA,2025-12-18T19:55:43.000+0000,005OH000008919xYAA,2025-12-18T21:22:27.000+0000,005OH000008919xYAA,2025-12-18T21:22:27.000+0000,(519)396-7224,,heather@harveyfinancialsolutions.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2TqzYAE,False,,24651456,003OH00000ZA8UzYAL,001OH00000iyWiHYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T19:56:14.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T19:56:14.000+0000,005G0000002gxxjIAA,2025-12-18T19:56:14.000+0000,005G0000002gxxjIAA,2025-12-18T19:56:14.000+0000,(450)830-8810,,joeviens3@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2VrEYAU,False,,24656199,0030A0000029WpPQAU,0010A000002vwV1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:21:36.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T21:21:36.000+0000,005G0000002gxxjIAA,2025-12-18T21:21:36.000+0000,005G0000002gxxjIAA,2025-12-18T21:21:36.000+0000,(450)508-2174,514-608-7583,nancy.morin2@ig.ca,(450)508-2175,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2WDrYAM,False,,24653512,0030A0000029mVhQAI,0010A000002w9VQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-MFA RESET,Medium,"user request to reset mfa as the number provided is not connecting.
authenticated user reset mfa.
KB0020738
email=====================================================================
Bonjour Andre,
Merci d’avoir contacté le support de l’espace de travail concernant votre souci de l’authentificateur. J'ai vraiment apprécié notre échange. 

Lors de notre appel, on a déconnecté votre authentificateur, ensuite le connecter avec Salesforce. Vous avez pu avoir accès à votre compte avec succès.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T20:40:48.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-18T20:30:59.000+0000,005OH00000AZ3ZxYAL,2025-12-18T20:40:48.000+0000,005OH00000AZ3ZxYAL,2025-12-18T20:40:48.000+0000,(418)671-8446,,sf.aleclerc@gmail.com,(418)276-7321,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2XbJYAU,False,,24654791,0030A0000029hdPQAQ,0010A000002w5U4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T20:53:39.000+0000,False,False,005OH000003ds0PYAQ,2025-12-18T20:53:39.000+0000,005OH000003ds0PYAQ,2025-12-18T20:53:39.000+0000,005OH000003ds0PYAQ,2025-12-18T20:53:39.000+0000,(613)549-8777,,tomwatson@guardsman.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2YAnYAM,False,,24652610,0030A0000029VaQQAU,0010A000002vvT3QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email address update,Medium,"PATRICIA P FOGARTY
Advisor needed assistance with email address update. after authentication, email address updated.
Hello Patricia,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with email address update. After authentication, I updated your email address. I won’t be able to update your phone number. Please update your email address and phone number in Apexa. If you do not know where to locate Apexa you can reach out to your MGA to obtain the link. 

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T20:35:31.000+0000,False,False,005OH00000BFiyTYAT,2025-12-18T20:15:50.000+0000,005OH00000BFiyTYAT,2025-12-18T20:35:31.000+0000,005OH00000BFiyTYAT,2025-12-18T20:35:31.000+0000,(905)731-1984,,patriciaf@bfggroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2YdmYAE,False,,24653230,0030A0000029nHBQAY,0010A000002wA9zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T20:26:10.000+0000,False,False,005OH000004Ir1xYAC,2025-12-18T20:26:10.000+0000,005OH000004Ir1xYAC,2025-12-18T20:26:10.000+0000,005OH000004Ir1xYAC,2025-12-18T20:26:10.000+0000,(403)736-4970,(403) 827-4621,jplamondon@firstcalgary.com,(403)520-2179,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2ZtBYAU,False,,24652632,0030A0000029ZoZQAU,0010A000002vz2sQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: GISELE ROBITAILLE 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: F0456/90127
PHONE: +1 705-529-6018 
EMAIL: gisele@robitailleanda.com 
 
ISSUE: 
User is trying to register for MGA workspace but needs their user id password reset. 

 
AUTHENTICATION (If Required):
KB0020858 
Authenticated user as an MGA advisor
Passed authentication.
 
FINDINGS:
I would need to reset ISAM password 
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and reset ISAM password for them to have access. 
Sent user a link to user to reset the password.
User successfully reset their password on User ID
Directed user to workspace to start their registration
User successfully registered on workspace

 
EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
Helo Gisele,
Thank you for contacting Workspace Support about resetting your User ID password.
On the call today, we were able to successfully reset your user id password through the link I sent you in a previous email. With access to your user id, you were then able to successfully register for Workspace.
As mentioned on the call, to give your associate access to your MGA business, please complete the attached TPA form and send to Distribution_Methodology@canadalife.com  for processing. Once it is processed, they will send a welcome email to your associate who can then register for their MGA workspace account.
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 18, 2025 3:25 PM
To: Robitaille & Associates Inc <gisele@robitailleanda.com>
Subject: Resetting User ID Password - 24652632
Hello Gisele,
Please visit https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do 
User id: GGRobitaille@clext
Thank you.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-18T20:48:03.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T20:16:10.000+0000,005OH00000BGf2TYAT,2025-12-18T20:48:03.000+0000,005OH00000BGf2TYAT,2025-12-18T20:48:03.000+0000,(705)527-1374,,gisele@robitailleanda.com,(705)527-1377,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2aEEYAY,False,,24656090,0030A0000029YksQAE,0010A000002vy7AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 18 2025

Bonjour Christian,

Depuis la mi-2025, notre équipe a commencé à fournir des listes de clients. En raison de nos mesures de sécurité, nous demandons aux requérants de fournir tous les codes de conseiller associés à Canada Vie qu’ils souhaitent inclure dans les rapports qui nous sommes capables de créer.

Veuillez noter que nous ne pouvons pas créer de listes pour des régions entières. Nous sommes en mesure de produire des rapports uniquement pour des conseillers individuels.

En plus, je vous informe que le type de rapport que vous mentionné n’est pas disponible dans nos dossiers. 

Merci de votre compréhension, 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  




From: Paquet, Christian <CHRISTIAN.PAQUET@ig.ca> 
Sent: December 10, 2025 1:53 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: Liste des opportunités en assurance temporaire

Salut, Comme l'an dernier, j'aimerais donner individuellement aux conseillers une liste de leurs : Polices temporaires qui se renouvellent en 2026 Polices temporaires dont le droit de transfo se terminent en 2026 Polices temporaires dont le
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 
 
 
 
Salut,
 
Comme l'an dernier, j'aimerais donner individuellement aux conseillers une liste de leurs :
1.	Polices temporaires qui se renouvellent en 2026
2.	Polices temporaires dont le droit de transfo se terminent en 2026
3.	Polices temporaires dont le droit d'échange se terminent en 2026
 
Pour tous mes conseillers des régions suivantes:
•	Laval RO074
•	Boisbriand RO076
•	Sherbrooke RO21
•	Rive-Sud RO45
 
Sous forme de fichier Excel dont je peux FACILEMENT extraire l'information. Vous pouvez cacher les informations clients si nécessaire.  Si vous n'êtes pas capable de sortir seulement les conseillers de mes régions, svp sortir tous les conseillers IG et je ferai le filtre. De toute façon, les autres spécialiste assurance IG vont demander la même chose.
 
Je veux fournir cette liste aux conseillers début janvier 2026. 
 
Merci de votre collaboration !
 
 
 
 
🙂
 
Christian Paquet
Spécialiste régional succession & assurance
 
600 Lucien-Paiement, suite 1120, tour 2, Laval Qc H7N 0H7
Cell. : 514-898-1147
 
 

Clique ici pour prendre un RDV avec moi",True,2025-12-18T21:19:15.000+0000,False,False,005OH000002iN7rYAE,2025-12-18T21:19:15.000+0000,005OH000002iN7rYAE,2025-12-18T21:19:16.000+0000,005OH000002iN7rYAE,2025-12-18T21:19:16.000+0000,(450)973-2333,514-898-1147,christian.paquet@ig.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2cB7YAI,False,,24653050,003G000001ZfZd9IAF,0010A000002wSpdQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T20:23:09.000+0000,False,False,0050A000000WjqvQAC,2025-12-18T20:23:09.000+0000,0050A000000WjqvQAC,2025-12-18T20:23:10.000+0000,0050A000000WjqvQAC,2025-12-18T20:23:10.000+0000,(613)354-2726,(613) 929-7669,tasha@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2cBCYAY,False,,24654918,0035o000007GbapAAC,0015o000007x5nFAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T20:56:32.000+0000,False,False,005OH000004pk06YAA,2025-12-18T20:56:32.000+0000,005OH000004pk06YAA,2025-12-18T20:56:32.000+0000,005OH000004pk06YAA,2025-12-18T20:56:32.000+0000,(705)722-6878,705-715-6108,chris@ravens-rock.ca,(705)726-8905,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2dFFYAY,False,,24653271,0030A0000029ZEkQAM,0010A000002vyZ1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA disconnect-,Medium,"***************DDS************** 12/18/2025

User callled in requesting set up a new authenticator as they do not have access to the old one. DDS authenticated and assisted user.

ref: KB0021888

*********EMAIL CHAIN*********

Hello Marie, 

       Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you disconnect and reconnect your MFA to ensure account security. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T20:38:04.000+0000,False,False,005OH00000BFQFHYA5,2025-12-18T20:26:39.000+0000,005OH00000BFQFHYA5,2025-12-18T20:38:05.000+0000,005OH00000BFQFHYA5,2025-12-18T20:38:05.000+0000,(780)265-2318,,marie@deanfinancial.ca,(780)944-0683,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2eWIYAY,False,,24654145,0030A0000029nNSQAY,0010A000002wAG6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T20:41:26.000+0000,False,False,005OH000004Ir1xYAC,2025-12-18T20:41:26.000+0000,005OH000004Ir1xYAC,2025-12-18T20:41:27.000+0000,005OH000004Ir1xYAC,2025-12-18T20:41:27.000+0000,(403)264-6690,(403) 771-3279,david.harstrom@nexgenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2fx0YAA,False,,24653877,0035o000005I2l6AAC,0015o000005qxNDAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 18th, 2025 ***
User wanted help finishing registration. Authenticated with rotation 2, KB0021888 then helped him register, set up MFA, log in, start illustrations and applications on SP after setting preferences in NB app. Signed in successfully.
==============
Bonjour Robby,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à finir de créer votre compte, à mettre en place votre authentificateur et à savoir où commencer des illustrations et des propositions d’assurance. Au final vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-18T21:11:04.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-18T20:36:46.000+0000,005OH00000AbJ7aYAF,2025-12-18T21:11:04.000+0000,005OH00000AbJ7aYAF,2025-12-18T21:11:04.000+0000,(418)723-9291,,securiteactive@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2gt6YAA,False,,24655551,003G0000018f6s7IAA,0010A000002wOtrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***DDS 2025-12-18***
User wanted to merge 2 accounts.
DDS changed Susan Amy Cosburn to Susan Amy Cosburn where Amy is the middle name and changed Susan Cosburn to Susan Amy Cosburn.
 
================================================================================
****Email Chain**
Hello Vladimir,

Thank you for contacting the Workspace Support team regarding your merge issue.

We’ve performed the necessary changes on our system, and you should be able to merge the accounts in 2-3 business days. If you are still unable to merge these accounts after 3 business days, feel free to reply to this email and we would love to investigate this issue further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 10, 2025 3:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Vladimir Solokhine (vlad. solokhine@ lazarwealth. com) has submitted a merge issue. Client details: First name: Susan Middle name (if applicable): Amy Last name: Cosburn DOB: February 13, 1950 Policy Number(s): 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Vladimir Solokhine (vlad.solokhine@lazarwealth.com) has submitted a merge issue.
 
Client details:
First name: Susan
Middle name (if applicable): Amy
Last name: Cosburn
DOB: February 13, 1950
Policy Number(s): 3761674-6, 110261675, 95057992
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/001OH00000dq0BzYAI/susan-cosburn
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000ddSVtYAM/susan-amy-cosburn
URL 3: 
URL 4: 
Additional details:",True,2025-12-18T21:08:38.000+0000,False,False,005OH00000AX0rVYAT,2025-12-18T21:08:38.000+0000,005OH00000AX0rVYAT,2025-12-18T21:08:38.000+0000,005OH00000AX0rVYAT,2025-12-18T21:08:38.000+0000,(647)308-2749,,vlad.solokhine@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2h2nYAA,False,,24655660,0030A0000029nO8QAI,0010A000002wAGSQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:11:01.000+0000,False,False,005OH000004Ir1xYAC,2025-12-18T21:11:01.000+0000,005OH000004Ir1xYAC,2025-12-18T21:11:01.000+0000,005OH000004Ir1xYAC,2025-12-18T21:11:01.000+0000,(403)239-3850,,concepts@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2h4NYAQ,False,,24654032,003G0000018f75TIAQ,0010A000002wP8nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,"intake form requested 

**EMAIL**

Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Darren W Koole
Code: 22597

Please email it to darren@balancewealth.ca",True,2025-12-18T20:39:11.000+0000,False,False,005OH0000071DK9YAM,2025-12-18T20:39:11.000+0000,005OH0000071DK9YAM,2025-12-18T20:39:11.000+0000,005OH0000071DK9YAM,2025-12-18T20:39:11.000+0000,(519)351-0101,,darren@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2hSeYAI,False,,24656548,0030A0000029cEJQAY,0010A000002w12HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:29:01.000+0000,False,False,0055o000001t1uPAAQ,2025-12-18T21:29:01.000+0000,0055o000001t1uPAAQ,2025-12-18T21:29:02.000+0000,0055o000001t1uPAAQ,2025-12-18T21:29:02.000+0000,(416)499-9626X244,(416) 737-7603,iandm@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2hfXYAQ,False,,24655953,0030A000001aTFmQAM,0010A000002wN0xQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Explanation on TPA and Delegation for Joint Comp Code,Medium,"Issue:
Advisor requested clarification on how joint producer compensation codes work and whether an additional Workspace account is required to submit applications under a joint comp code.
Details:

Joint producer codes are issued with a primary contact in the system.
The non-primary advisor must obtain delegation from the primary advisor to:

Access client lists in Workspace.
Submit new applications in tools such as SimpleProtect and New Business Web App.

In this case, the joint code is assigned to Kirk as the primary contact.
The requesting advisor already has proper delegation for both client lists and application submission.
Both advisors must configure their preferences in New Business Web App to include the joint comp code.

Preferences are critical because SimpleProtect uses the same advisor settings as New Business Web App.
Without preferences configured, applications cannot proceed.


No additional Workspace account is required for this joint comp code.
Preferences guide was attached for reference.

Resolution Provided:

Confirmed delegation is already in place.
Advised both advisors to configure preferences with the joint comp code.
Attached Preferences Guide for step-by-step instructions.
Confirmed no new Workspace account is needed.

====================emails==========================
Hi Brandon,

Thank you for contacting Workspace Support.  

Joint producer compensation codes works slightly differently than normal single producer codes. Joint producer codes are issued with a primary contact in our system. It means that the code is assigned to one of the two advisors and the other advisor must obtain a delegate from the primary advisor to access the clients linked to this code and to submit new applications under this code. 

There are two types of delegations: 

1.	Workspace Client Lists
2.	 Delegation for other software such as Simple Protect, New Business Web App, etc (to create new applications, etc). 

This joint code was assigned to Kirk as primary contact which means you need to have the proper delegation to access all of the clients linked to this code and to submit new business using this code. 

You seem to have already the proper delegation for both #1 and #2 above. 

You will also both need to configure your preferences in New business web app to access this code to submit new applications. 

These preferences are essential because SimpleProtect uses the same advisor settings as the New Business Web App. If preferences are not configured, you will not be able to proceed with an application.

I’ve attached the Preferences Guide for your reference, which provides detailed instructions and screenshots.

So neither of you need an additional Workspace account to be setup for this joint comp code. 

Let us know if you have any additional questions. 

Have a wonderful day. 

Your feedback is essential for my continuous improvement. To help me elevate your experience with my service, please take a minute to complete the quick 5 second survey - Click here to help me reach new heights : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: Thursday, December 18, 2025 10:29 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Workspace registration for 20131

Hello,

Are you able to take a look at the below and advisor how Brandon and Kirk are able to access their joint code, LL20131aligned with their joint code F7853?

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 18, 2025 10:14 AM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Workspace registration for 20131

Hi Patrick,

Please see the below to see the access each advisor has.

Brandon Brisbois
- W5795 Brandon Brisbois
- F6634 Brandon Brisbois
- F4256 Brandon Brisbois
- F7853 Kirk/Brandon Wrinn/Brisbois (Joint Code)
- W5129 Moore Wrinn Financial Grp Inc

Kirk Wrinn
- W5788 Krik Wrinn
- F6841 Kirk Wrinn
- F7853 Kirk/Brandon Wrinn/Brisbois (Joint Code)
- F7854 Kirk Wrinn (Associated with the joint code)
- W5792 Kirk Wrinn
- W5793 Kirk Wrinn

We can confirm that LL20131 is aligned with their joint code F7853 on our system. Since our team does not know how the advisors/delegates are able to access to the joint code on Workspace due to our limited access to Workspace screen, we would suggest you to reach out to Workspace Support team to see how they are able to access to LL20131 on Workspace.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Soullière, Patrick <Patrick.Soulliere@advicecanada.com> 
Sent: December-18-25 09:03 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: FW: Workspace registration for 20131

Hello,

Can you confirm the access that Brandon Brisbois and Kirk Wrinn currently have, and if it includes the code below? They wouldn’t need a separate account for that code they list as far as I understand. 
I wasn’t sure if I should come to your team, or the workspace support team for their questions. Let me know.

Thank you,

Click here to book a meeting.

Patrick Soullière, ACS, ALMI
Business Development Consultant / Consultant, Développement des affaires
Patrick.Soulliere@advicecanada.com | Patrick.Soulliere@conseilscanada.com
Cell: (613) 282-1903 

In partnership with / En partenariat avec:

Trevor Turnbull
Business Development Director / Directeur Développement des Affaires | Ontario
Trevor.Turnbull@advicecanada.com | Trevor.Turnbull@conseilscanada.com
Office: (343) 655-1582 | Cell: (613) 293-6772 

 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.

From: Brandon Brisbois <BrandonBrisbois@mwfg.ca> 
Sent: December 17, 2025 8:49 AM
To: Soullière, Patrick <Patrick.Soulliere@advicecanada.com>
Cc: Cramer, Sally <sallycramer@mwfg.ca>; Wrinn, Kirk <kirkwrinn@mwfg.ca>
Subject: [EXT] Workspace registration for 20131

Hi Patrick, I wanted to touch base as we need to get a workspace registration setup for LL20131 which is a joint code for Kirk Wrinn and Brandon Brisbois. Can you help with this? The email to use is 20131@ mwfg. ca Thank you, Brandon Brisbois
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Patrick,

I wanted to touch base as we need to get a workspace registration setup for LL20131 which is a joint code for Kirk Wrinn and Brandon Brisbois. 

Can you help with this? The email to use is 20131@mwfg.ca

Thank you,

Brandon Brisbois | CPA, CFP, Partner
Certified Financial Planner
Moore Wrinn Financial Group	Investment Representative
Quadrus Investment Services Ltd.
Phone: 613-224-8452 Ext 222
Website | Facebook | Linkedin
Ottawa: 2283 St. Laurent Blvd, Suite 304, Ottawa, ON K1G 5A2
Cornwall: 705 Cotton Mill St. Suite 119 Cornwall, ON K6H 7K7
This email and any attachments are confidential and intended solely for the recipient named. If you receive it in error, please notify me immediately and delete it. Unauthorized copying or distribution is prohibited. To unsubscribe, reply with 'unsubscribe'.",True,2025-12-18T21:16:38.000+0000,False,False,0055o000001zVCKAA2,2025-12-18T21:16:38.000+0000,0055o000001zVCKAA2,2025-12-18T21:57:20.000+0000,0055o000001zVCKAA2,2025-12-18T21:57:20.000+0000,(613)937-7755,(613) 937-7755,brandonbrisbois@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2itHYAQ,False,,24655355,0030A0000029mphQAA,0010A000002w9mDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Registration,Medium,"*** DDS JAN/21/2026 ***
User sent another email for an update about registering for their MGA workspace.
I found that user already has an MGA workspace account as confirmed by DM. We would just need to update the email address. 
Again informed user that they would need to contact us by phone to have the email updated and access this account.
***
*** DDS DEC/19/2025 ***
Found out that user already has an MGA workspace account and they are trying to register for one again.
Advised them that they do not need to register and they should call us so we can update email there and have them set up.
*****

NAME: CAROLINE TREMBLAY 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H8362
PHONE: 
EMAIL: Caroline.Tremblay@edwardjones.com
 
ISSUE: 
User is looking for their activation code 
 
TROUBLESHOOTING/RESOLUTION:
They would need to contact distribution methodology for the activation code
 
EMAIL:
--------------------------------------***DDS JAN/21/2026***--------------------------
Hello Caroline,
You already have an account so you can’t create a new one. We just need to update your email and password to give you access again. You do not need to do anything on your end. You won’t be able to because you do not have access to your old credentials.
As mentioned in my previous emails, we can help you with getting access to your account, but we need to speak to you over the phone. Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.
We will be waiting for your call so we can assist you further. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
From: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com> 
Sent: January 21, 2026 12:39 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Nanuwa,Dave <Dave.Nanuwa@edwardjones.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: Workspace Registration - 24655355
Good morning, Precious A. 
Your message as not been missed, as previously mentioned I cannot log in with my previous credentials, as I do not have access to my previous email nor work cellular phone. In respect to my previous employer, I've destroyed all emails, passwords, or any access I had over their files. 
As I never received a activation code, I was never able to complete the access under my new identity CTremblay.
Will be awaiting your answer, soon, I hope. 
Regards, 
Caroline Tremblay, ACS, AIAA, FLMI
Insurance Compliance Manager - Canada
Directeur Conformité Assurance - Canada
Financial Security Advisor
Conseillère en sécurité financière
Edward Jones Insurance Agency Inc.                                
Sussex Centre, Suite 902 | 90 Burnhamthorpe Road West | Mississauga, Ontario L5B 3C3
Agence d'assurances Edward Jones Québec Inc.                                
101-475, Ave Dumont  Dorval QC H9A 5W2
': 905.303.5130 Office / Bureau
6:  888.282.6404 Fax / Télécopieur
*: caroline.tremblay@edwardjones.com
Hello Caroline, 
I previously replied to your email on December 19th. My message must’ve been missed but I am happy to clarify again. 
You already have an MGA Workspace account. This is the same account that you used with your previous employer. All you will need to do is update the email address on the account to gain access.
To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.
Let me know if you have any more questions.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: January 21, 2026 8:32 AM
To: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com>
Cc: Nanuwa,Dave <Dave.Nanuwa@edwardjones.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Workspace Registration - 24655355
@CL Workspace Support – are you able to assist advisor Caroline Tremblay.
As mentioned, Caroline moved National Account firms from CABN INC to EDWARD JONES.  
Can you advise if Caroline has registered for Workspace. If so, they can use their existing login for Workspace and change/update their email address, correct?
User ID: CAROLINED.TREMBLAY
Thank you.
Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com> 
Sent: January 21, 2026 8:16 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Nanuwa,Dave <Dave.Nanuwa@edwardjones.com>
Subject: [EXT] RE: Workspace Registration - 24655355
Good day Distribution Methodology, I did not receive any information from you since my last email. Can you please assist me so I can access all business under Edward Jones. As previously mentioned, I cannot login with my previous credential,
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Good day Distribution Methodology, 
I did not receive any information from you since my last email. Can you please assist me so I can access all business under Edward Jones. 
As previously mentioned, I cannot login with my previous credential, I require totally new access linked to my advisor code H8362 with access to every piece of business coded Agency level. 
I've been at this for several months now, we are cleaning up data, revamping our processes and require having a view. 
Appreciate your prompt attention to provide this access. 
Thank you, 
Caroline Tremblay, ACS, AIAA, FLMI
Insurance Compliance Manager – Canada
':  (905) 303-5130 office  *: caroline.tremblay@edwardjones.com 
Canada Compliance - Programs and Governance
* compliance-canada@edwardjones.com
Sussex Centre, Suite 902 | 90 Burnhamthorpe Road West | Mississauga, Ontario L5B 3C3


--------------------------------------***DDS DEC/19/2025***--------------------------
Hello Caroline,
I do understand what the issue is. You cannot have two workspace accounts. You would have already used your activation code to create your old MGA workspace so it would not work for another registration. As mentioned in the previous email, we would need to update the information on your old account for you..
To do this, we would need to speak to you over the phone for verification. Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
From: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com> 
Sent: December 19, 2025 9:49 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Registration - 24655355
No I cannot update as I do not have corporate email or cell phone access anymore. Also, I've created a new access yesterday, but require an activation code to complete the activation. Please provide activation code under my new ID Ctremblay. 
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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No I cannot update as I do not have corporate email or cell phone access anymore. 
Also, I've created a new access yesterday, but require an activation code to complete the activation. 
Please provide activation code under my new ID Ctremblay. 
Thank you, 
Caroline Tremblay, ACS, AIAA, FLMI
Manager Compliance Insurance (Canada)
Directeur Conformité Assurance (Canada)
Financial Security Advisor
Conseillère en sécurité financière
Edward Jones Insurance Agency Inc.                                
Sussex Centre, Suite 902 | 90 Burnhamthorpe Road West | Mississauga, Ontario L5B 3C3
Agence d'assurances Edward Jones Québec Inc.                                
101-475, Ave Dumont  Dorval QC H9A 5W2
': 905.303.5130 Office / Bureau
6:  888.282.6404 Fax / Télécopieur
*: caroline.tremblay@edwardjones.com 
--------------------------------------***DDS DEC/19/2025***--------------------------
You already have an MGA workspace account, so you do not need to create one. 
I assume you created this one with your previous employer but we can update the email to your current one to give you access. To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

From: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com> 
Sent: December 19, 2025 8:53 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Registration - 24655355
Good morning Workspace, This ID was with my previous employer. Please use the last one I created to provide activation code. Thank you, Caroline Tremblay, ACS, AIAA, FLMI Manager Compliance Insurance (Canada) Directeur Conformité Assurance (Canada)
ZjQcmQRYFpfptBannerStart
ZjQcmQRYFpfptBannerEnd
Good morning Workspace, 
This ID was with my previous employer. Please use the last one I created to provide activation code. 
Thank you, 
Caroline Tremblay, ACS, AIAA, FLMI
Manager Compliance Insurance (Canada)
Directeur Conformité Assurance (Canada)
Financial Security Advisor
Conseillère en sécurité financière
Edward Jones Insurance Agency Inc.                                
Sussex Centre, Suite 902 | 90 Burnhamthorpe Road West | Mississauga, Ontario L5B 3C3
Agence d'assurances Edward Jones Québec Inc.                                
101-475, Ave Dumont  Dorval QC H9A 5W2
': 905.303.5130 Office / Bureau
6:  888.282.6404 Fax / Télécopieur
*: caroline.tremblay@edwardjones.com

--------------------------------------***DDS DEC/18/2025***--------------------------
Hello Caroline,
I have forwarded your email to @Distribution Methodology who can provide your activation code.
Once you have your code, let us know if you have any issues with completing your registration.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

From: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com> 
Sent: December 18, 2025 2:27 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FW: CAROLINE TREMBLAY H8362 THIRD PARTY ACCESS.pdf
Good day to you, Would you please provide activation code as I never received one. Thank you, Caroline Tremblay, ACS, AIAA, FLMI Manager Compliance Insurance (Canada) Directeur Conformité Assurance (Canada) Financial Security Advisor Conseillère
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Good day to you, 
Would you please provide activation code as I never received one. 
Thank you, 
Caroline Tremblay, ACS, AIAA, FLMI
Manager Compliance Insurance (Canada)
Directeur Conformité Assurance (Canada)
Financial Security Advisor
Conseillère en sécurité financière
Edward Jones Insurance Agency Inc.                                
Sussex Centre, Suite 902 | 90 Burnhamthorpe Road West | Mississauga, Ontario L5B 3C3
Agence d'assurances Edward Jones Québec Inc.                                
101-475, Ave Dumont  Dorval QC H9A 5W2
': 905.303.5130 Office / Bureau
6:  888.282.6404 Fax / Télécopieur
*: caroline.tremblay@edwardjones.com
­Upcoming Out of Office: December 22nd until January 5th, 2026
Prochaine absence du bureau: du 22 décember au 5 janvier 2026
From: Garcia, Eva <Eva.Garcia@canadalife.com> 
Sent: Thursday, December 18, 2025 1:47 PM
To: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com>; Lobo,Dorothy S <dorothy.lobo@edwardjones.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: CAROLINE TREMBLAY H8362 THIRD PARTY ACCESS.pdf
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 
Hi Caroline,
Your advisor code is H8362.
Please contact @Workspace Support if you encounter any issues in registering to Workspace.
Regards,
Eva Garcia (she/her)
Sr. Contracts Specialist, Contracts (National Account)
Contracts and Financial Operations
Tel: (416) 552-3747 | Email: eva.garcia@canadalife.com
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com> 
Sent: December 17, 2025 3:08 PM
To: Lobo,Dorothy S <dorothy.lobo@edwardjones.com>
Cc: Garcia, Eva <Eva.Garcia@canadalife.com>
Subject: [EXT] RE: CAROLINE TREMBLAY H8362 THIRD PARTY ACCESS.pdf
Hello Dorothy, To register I'm required to obtain advisor code activation code as well. Can you please contact Canada Life so I can access their site please^ Also, when can I obtain BMO access please? Caroline Tremblay, ACS, AIAA, FLMI Manager
Hello Dorothy, 
To register I'm required to obtain advisor code activation code as well. 
Can you please contact Canada Life so I can access their site please^
Also, when can I obtain BMO access please? 
Caroline Tremblay, ACS, AIAA, FLMI
Manager Compliance Insurance (Canada)
Directeur Conformité Assurance (Canada)
Financial Security Advisor
Conseillère en sécurité financière
Edward Jones Insurance Agency Inc.                                
Sussex Centre, Suite 902 | 90 Burnhamthorpe Road West | Mississauga, Ontario L5B 3C3
Agence d'assurances Edward Jones Québec Inc.                                
101-475, Ave Dumont  Dorval QC H9A 5W2
': 905.303.5130 Office / Bureau
6:  888.282.6404 Fax / Télécopieur
*: caroline.tremblay@edwardjones.com
­Upcoming Out of Office: December 22nd until January 5th, 2026
Prochaine absence du bureau: du 22 décember au 5 janvier 2026
From: Lobo,Dorothy S <dorothy.lobo@edwardjones.com> 
Sent: Monday, December 8, 2025 2:31 PM
To: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com>
Subject: RE: CAROLINE TREMBLAY H8362 THIRD PARTY ACCESS.pdf
Hi Caroline, 
Please hit the below link and then Register Today.
Please let me know if you have any issues.
Thanks again!
Dorothy 
Canada Life RepNet
From: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com> 
Sent: Monday, December 8, 2025 2:23 PM
To: Lobo,Dorothy S <dorothy.lobo@edwardjones.com>
Subject: RE: CAROLINE TREMBLAY H8362 THIRD PARTY ACCESS.pdf
I never receive the link or instructions to register to the site, is there something I need to do?
** please note I'll be out of the office from December 22nd, 2025 and
back in the office January 5th, 2026**
Caroline Tremblay, ACS, AIAA, FLMI
Manager Compliance Insurance (Canada)
Directeur Conformité Assurance (Canada)
Financial Security Advisor
Conseillère en sécurité financière
Edward Jones Insurance Agency Inc.                                
Sussex Centre, Suite 902 | 90 Burnhamthorpe Road West | Mississauga, Ontario L5B 3C3
Agence d'assurances Edward Jones Québec Inc.                                
101-475, Ave Dumont  Dorval QC H9A 5W2
': 905.303.5130 Office / Bureau
6:  888.282.6404 Fax / Télécopieur
*: caroline.tremblay@edwardjones.com
 
From: Lobo,Dorothy S <dorothy.lobo@edwardjones.com> 
Sent: Monday, December 8, 2025 2:20 PM
To: Tremblay,Caroline <Caroline.Tremblay@edwardjones.com>
Subject: FW: CAROLINE TREMBLAY H8362 THIRD PARTY ACCESS.pdf
Hi Caroline,
Extremely sorry, I forgot to forward this message to you.
Don’t know how I missed this Caroline,
Thanks for your understanding and sorry again for the inconvenience.
Regards
Dorothy 
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Friday, November 7, 2025 7:44 AM
To: Lobo,Dorothy S <dorothy.lobo@edwardjones.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: CAROLINE TREMBLAY H8362 THIRD PARTY ACCESS.pdf
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 
Hi Dorothy.
We have granted Caroline Tremblay access to EDWARD JONES INSURANCE AGENCY  - CANADA.  They will have access within 2 business days.
Thank you.
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Lobo,Dorothy S <dorothy.lobo@edwardjones.com> 
Sent: November 6, 2025 10:33 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: CAROLINE TREMBLAY H8362 THIRD PARTY ACCESS.pdf
Hi Tina, Thanks for your email. Please note Caroline Tremblay needs access to view all clients under Edward Jones(HO access). Thanks again! Dorothy From: Distribution Methodology <Distribution_Methodology@ canadalife. com> Sent: Thursday,
Hi Tina,
Thanks for your email.
Please note Caroline Tremblay needs access to view all clients under Edward Jones(HO access).
Thanks again!
Dorothy 
From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Thursday, November 6, 2025 8:35 PM
To: Lobo,Dorothy S <dorothy.lobo@edwardjones.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: CAROLINE TREMBLAY H8362 THIRD PARTY ACCESS.pdf
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 
Hi Dorothy.
Caroline Tremblay currently has access to their advisor code H8362. Are you request that Caroline has Edward Jones head office access?
Thank you
Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
From: Lobo,Dorothy S <dorothy.lobo@edwardjones.com> 
Sent: November 3, 2025 10:17 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] CAROLINE TREMBLAY H8362 THIRD PARTY ACCESS.pdf
Good morning Team, Please find attached revised 3rd Party Access Request and kindly grant access to Caroline Tremblay to view clients under all Edward Jones branches. Many thanks in advance. Dorothy Dorothy Lobo Canada Insurance Operations Tel: 
Good morning Team,
Please find attached revised 3rd Party Access Request and kindly grant access to Caroline Tremblay to view clients under all Edward Jones branches.
Many thanks in advance.
Dorothy 
Dorothy Lobo
Canada Insurance Operations
Tel: 905-306-8783
Fax: 877-904-2944
dorothy.lobo@edwardjones.com
EDWARD JONES 
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www.edwardjones.ca/fr/divulgations/email.html Edward Jones, 90 Burnhamthorpe Rd West Suite 902 Mississauga, Ontario Canada L5B 3C3 Edward Jones. Tous droits réservés.",True,2025-12-18T21:04:38.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T21:04:38.000+0000,005OH00000BGf2TYAT,2026-01-21T17:51:39.000+0000,005OH00000BGf2TYAT,2026-01-21T17:51:39.000+0000,(905)303-5130,,caroline.tremblay@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2j2yYAA,False,,24654661,0030A0000029cgcQAA,0010A000002w1KhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T20:50:46.000+0000,False,False,005OH000003ds0PYAQ,2025-12-18T20:50:46.000+0000,005OH000003ds0PYAQ,2025-12-18T20:50:46.000+0000,005OH000003ds0PYAQ,2025-12-18T20:50:46.000+0000,(705)476-5422,(705) 492-8797,eric.simard@assante.com,(705)476-7842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2m7IYAQ,False,,24655324,0030A0000029pKlQAI,0010A000002wBoLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:04:02.000+0000,False,False,005OH000003ds0PYAQ,2025-12-18T21:04:02.000+0000,005OH000003ds0PYAQ,2025-12-18T21:04:02.000+0000,005OH000003ds0PYAQ,2025-12-18T21:04:02.000+0000,(705)874-5858,,weichelandassociates@bellvest.ca,(705)874-8858,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2mH2YAI,False,,24656934,003OH00000HQSlKYAX,001OH00000LTZO9YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace Login,Medium,"***DDS 2025-12-18***
User changed companies and needed to change email address to login to Workspace.
DDS authenticated user, changed their Workspace email address and guided user to reset password through self-serve portal.
 
================================================================================
****Email Chain**
Bonjour Patrick,

Merci pour votre appel concernant votre accès à l’Espace Affaires. Nous sommes très heureux que nous avons pu vous aider à accéder à votre compte d’Espace Affaires en changeant l’adresse courriel associée et en vous aidant à réinitialiser votre mot de passe.. 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
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500OH00000i2mVUYAY,False,,24657465,003OH00000V3m1aYAB,001OH00000bsr5PYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Seg funds,Medium,"KB0020410  - User is inquiring about an application that is submitted. 

Email: madesina@primerica.com 

******************************************************************
Good afternoon, Modupe
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your Seg fund application!
 
I'm glad I was able to assist you with showing you where you can view your pending application in Workspace. As a recap, click on your ‘Overview page’, then click on tile called, ‘Digital Seg fund application for client-held account’ here you can submitted application. You can also call the client services at, 1-888-252-1847. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T22:02:00.000+0000,False,False,005OH00000BG5v4YAD,2025-12-18T21:49:52.000+0000,005OH00000BG5v4YAD,2025-12-18T22:02:01.000+0000,005OH00000BG5v4YAD,2025-12-18T22:02:01.000+0000,(519)200-8744,,madesina@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2maLYAQ,False,,24655874,003G0000018f7HZIAY,0010A000002wPMqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Assistance,Medium,"NAME: MARC DEMPSEY 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: F2724 
PHONE: +14166699798
EMAIL: marc@windrock.ca 
 
ISSUE: 
Log in issues
 
TROUBLESHOOTING/RESOLUTION:
No steps performed. User self resolved before I could help

EMAIL:
 
--------------------------------------***DDS DEC/18/2025***--------------------------
No email sent.",True,2025-12-18T21:56:24.000+0000,False,False,005OH00000BGf2TYAT,2025-12-18T21:15:15.000+0000,005OH00000BGf2TYAT,2025-12-18T21:56:24.000+0000,005OH00000BGf2TYAT,2025-12-18T21:56:24.000+0000,(416)669-9798,(416) 669-9798,marc@windrock.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2okDYAQ,False,,24656693,003G000001B4waiIAB,0010A000002wQL8QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- GRS,Medium,"User is inquiring who to contact to reset GRS password. 

Email:jeff@mrefinanical.com 
Code: W7578

************************************************************
Good afternoon, Jeff 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding password reset for GRS!
 
Regarding your GRS account please contact, 1-800-724-3402 or you can email GRSNET@canadalife.com regarding your inquiring. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T21:43:54.000+0000,False,False,005OH00000BG5v4YAD,2025-12-18T21:32:27.000+0000,005OH00000BG5v4YAD,2025-12-18T21:44:29.000+0000,005OH00000BG5v4YAD,2025-12-18T21:44:29.000+0000,(306) 789-3744,(306) 581-3400,jeff@mrefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2ox8YAA,False,,24656009,0030A0000029nOWQAY,0010A000002wAGgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:17:39.000+0000,False,False,005OH000004Ir1xYAC,2025-12-18T21:17:39.000+0000,005OH000004Ir1xYAC,2025-12-18T21:17:39.000+0000,005OH000004Ir1xYAC,2025-12-18T21:17:39.000+0000,(403)256-9799,,johnston.assoc@xplorenet.ca,(403)256-2643,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2pWbYAI,False,,24659331,003G0000018f7BsIAI,0010A000002wPFqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue - WSL,Medium,"Merge issue. No name issue, no DOB issue, no SIN issue. No same company. 

However, I do see that there is an incorrect DOB in salesforce for this record: https://lifeco.lightning.force.com/lightning/r/Account/0010A000005RH5UQAW/view 

=============case info==========
Client first name: KATHERINE
Client middle name:
Client last name:POITRAS
DOB: November 16, 2022
Policy Number(s): 9789014-6, 0381631T, 60381635C, 60381637D, 60731472P 80714200
ClientIDS: CL 3676659554, LL 7667717422
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000005RH5UQAW/katherine-poitras
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000c8eAfYAI/katherine-poitras
==============emails===========

Bonjour Johanne,
Nous avons reçu votre demande concernant le problème de fusion. Il est possible que les comptes appartiennent à deux clients différents portant le même nom, parce que les dates de naissance sont différentes sur les deux comptes. Veuillez confirmer que ces comptes appartiennent bien à la même personne et vérifier la date de naissance correcte. Une fois que vous pourrez confirmer cette divergence, nous vous informerons des prochaines étapes à suivre. 
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à workspacesupport@canadalife.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.
Merci, 
Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-888-999-4516  
C: Soutien_EspaceAffaires@canadavie.com
    

Hi L2, 

Merge issue. No name issue, no DOB issue, no SIN issue. No same company.

However, I do see that there is an incorrect DOB in salesforce for this record: https://lifeco.lightning.force.com/lightning/r/Account/0010A000005RH5UQAW/view

Client first name: KATHERINE
Client middle name:
Client last name:POITRAS
DOB: November 16, 2022
Policy Number(s): 9789014-6, 0381631T, 60381635C, 60381637D, 60731472P 80714200
ClientIDS: CL 3676659554, LL 7667717422
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000005RH5UQAW/katherine-poitras
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000c8eAfYAI/katherine-poitras

Thanks!
 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 



Bonjour Johanne, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Votre demande a été transmis à notre équipe des responsables des services de l’Espace affaires. Cette équipe prendra désormais en charge le problème, y compris tous les suivis et mises à jour.

Vous n’avez aucune autre mesure à prendre pour le moment. Notre équipe communiquera directement avec vous si des renseignements supplémentaires sont nécessaires et vous tiendra informé de l’évolution du dossier.

Si vous avez des questions entre-temps, veuillez répondre à ce courriel et nous serons heureux de vous aider.

Merci de votre patience et de votre collaboration pour résoudre cette situation.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 




From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Wednesday, December 10, 2025 11:37 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that JOHANNE DARVEAU (johanne. darveau@ proactionsf. com) has submitted a merge issue. Client details: First name: Middle name (if applicable): Last name: DOB: Policy Number(s): 9789014-6, 0381631T, 60381635C, 60381637D,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that JOHANNE DARVEAU (johanne.darveau@proactionsf.com) has submitted a merge issue.
 
Client details:
First name: 
Middle name (if applicable): 
Last name: 
DOB: 
Policy Number(s): 9789014-6, 0381631T, 60381635C, 60381637D, 60731472P 80714200
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000005RH5UQAW/katherine-poitras?tabset-bca9e=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000c8eAfYAI/katherine-poitras?tabset-bca9e=3
URL 3: 
URL 4: 
Additional details: C'est ma 2ème demande de fusion, la 1ère a été adressée le 24 novembre. SVP pourriez-vous faire cette fusion le plus rapidement possible. Merci",True,2026-01-02T18:21:15.000+0000,False,False,0055o000001zVCKAA2,2025-12-18T22:50:41.000+0000,0055o000001zVCKAA2,2026-01-02T18:21:15.000+0000,0055o000001zVCKAA2,2026-01-02T18:21:15.000+0000,(418)871-1017,(418) 871-1017,julie.moreau@proactionsf.com,(418)686-3375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2pulYAA,False,,24657358,003OH00000HQSlKYAX,001OH00000LTZO9YAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:47:51.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T21:47:51.000+0000,005G0000002gxxjIAA,2025-12-18T21:47:52.000+0000,005G0000002gxxjIAA,2025-12-18T21:47:52.000+0000,(819)219-0265,,patrick.tremblay@cabn.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2qu1YAA,False,,24655697,0030A0000029lgJQAQ,0010A000002w8nHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:11:44.000+0000,False,False,0050A000000XQhmQAG,2025-12-18T21:11:44.000+0000,0050A000000XQhmQAG,2025-12-18T21:11:44.000+0000,0050A000000XQhmQAG,2025-12-18T21:11:44.000+0000,(902)457-0700,902-497-0135,dougcurren@eastlink.ca,(902)444-1805,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2rN4YAI,False,,24656985,0030A0000029oLpQAI,0010A000002wB0mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:38:51.000+0000,False,False,005OH000004Ir1xYAC,2025-12-18T21:38:51.000+0000,005OH000004Ir1xYAC,2025-12-18T21:38:51.000+0000,005OH000004Ir1xYAC,2025-12-18T21:38:51.000+0000,(403)830-0895,,thebrackleys@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2rZxYAI,False,,24655840,0030A0000029XTnQAM,0010A000002vx2eQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:14:40.000+0000,False,False,005G0000002gxxjIAA,2025-12-18T21:14:40.000+0000,005G0000002gxxjIAA,2025-12-18T21:14:40.000+0000,005G0000002gxxjIAA,2025-12-18T21:14:40.000+0000,(514)822-4270,(514) 898-0390,yaovi.bouka@ig.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2ub4YAA,False,,24657206,0030A0000029VCcQAM,0010A000002vvBgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T21:44:03.000+0000,False,False,005OH000004Ir1xYAC,2025-12-18T21:44:03.000+0000,005OH000004Ir1xYAC,2025-12-18T21:44:04.000+0000,005OH000004Ir1xYAC,2025-12-18T21:44:04.000+0000,(403)870-5839,,securelifefinancialltd@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2umLYAQ,False,,24656547,0030A0000029pHDQAY,0010A000002wBlbQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Client Listing Request,Medium,"report provided 

**EMAIL**

Hi Terra,

As mentioned in my previous email, please see password below for your password-protected Excel file:
RZGNZQDXEW

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good afternoon Terra,

Thank you for reaching out to Business Reporting team.

Please find the attached file of the requested Insurance Client Listings report. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Crowley, Terra <Terra.Crowley@IG.ca> 
Sent: December 15, 2025 5:17 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: GWL policy listing

Hello, I am trying to get a list of my GWL policies and details of those policies. 726816 Contract type – IS70 Branch - KCHIN Thank you, Terra Terra Crowley, MFA-P™, CEA, RRC®, CFP® Executive Financial Consultant Chris Krmpotic,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

I am trying to get a list of my GWL policies and details of those policies.  

726816
Contract type – IS70
Branch - KCHIN

Thank you,
Terra

Terra Crowley, MFA-P™, CEA, RRC®, CFP®
Executive Financial Consultant

Chris Krmpotic, BMath, RRC®, CFP® I Chris.Krmpotic@ig.ca  - Senior Financial Consultant
Nikki Konarski I nikki.konarski@ig.ca - Wealth Management Assistant
Melissa Di Roberto I melissa.diroberto@ig.ca - Wealth Management Assistant – currently on maternity leave

4295 King Street East, Suite 301 
Kitchener, ON N2P 0C6
Tel (519) 650-7250 | Toll Free 855-330-0967 
ig.ca
IG Wealth Management Inc.
Mutual Fund Division
 
 
 

Please note trade instructions received by email or voicemail may not be processed until I've had the opportunity to review your file and discuss the transaction request. Consequently, no pricing is guaranteed by leaving the message.

If you no longer wish to receive these emails, please reply with “Unsubscribe” in the subject line.",True,2025-12-18T21:29:01.000+0000,False,False,005OH0000071DK9YAM,2025-12-18T21:29:01.000+0000,005OH0000071DK9YAM,2025-12-18T21:29:02.000+0000,005OH0000071DK9YAM,2025-12-18T21:29:02.000+0000,(519)886-2360,,terra.crowley@ig.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2w8JYAQ,False,,24658092,003G0000018f6fEIAQ,0010A000002wOdGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User needed to speak with Docusign Support for how to questions,Medium,"User needed to speak with Docusign Support for how to questions. 

I transferred them to Docusign support line and provided Docusign support contact details by email


=================emails=====================

Hi Chris,

Thank you for contacting Workspace Support.  

To get help you on how to use Docusign, please contact their support team. 

You can communicate with them with the following contact details : 

Phone: 1-800-379-9973 
Online Chat/ Help: https://support.docusign.com/

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
To whomever in workspace support please contact me about the above issue!

Thanks Chris

Christopher Reaney B.A. Hons Econ.



From: Chris Reaney <chris@chrisreaney.com> 
Sent: Thursday, December 18, 2025 5:04 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Require someone to help do a form and utilize Docusign

Thank you ! Chris Christopher Reaney B. A. Hons Econ. Financial Security Advisor 2672 Johannes St , Metcalfe Ottawa, Ontario K0A 2P0 B. Cell: 613 978-5232 P. Cell: (613) 913-1115 chris@ chrisreaney. com The contents of this communication, including
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you !
Chris

Christopher Reaney B.A. Hons Econ.
Financial Security Advisor
2672 Johannes St , Metcalfe
Ottawa, Ontario K0A 2P0
B.Cell: 613 978-5232 P.Cell: (613) 913-1115
chris@chrisreaney.com
 
The contents of this communication, including any attachment (s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have protection against viruses, but take no responsibility for loss or damage caused by any virus present.

Please call or emailme?

Christopher Reaney B.A. Hons Econ.

Please call me at 613 978-5232 or email as you can?

Thanks Chris",True,2025-12-18T22:22:24.000+0000,False,False,0055o000001zVCKAA2,2025-12-18T22:08:40.000+0000,0055o000001zVCKAA2,2025-12-22T17:29:42.000+0000,0055o000001zVCKAA2,2025-12-22T17:29:42.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i2xcCYAQ,False,,24657335,0030A00000BMljJQAT,0015o000008CytSAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 18 2025

Bonjour Linda,

Merci de contacter l’équipe de support aux rapports.

Veuillez noter que les listes que notre équipe est capable de créer sont par conseiller; nous ne pouvons pas joindre l’information d’un cabinet. Quand même, pour ce type de demandes, nous avons besoin des informations suivantes :

•	Nom complet du/des conseiller(s)
•	Codes de compensation Canada Vie 
•	Le courriel à jour du demandeur qui correspond sur nos systèmes. 

Si les conseillers voudraient une liste de clients d’assurance, nous demandons qu’ils nous envoient un courriel en suivant les points mentionnés ci-haut. 

Avec cela, nous serons capables de vérifier l’accès aux codes et de chercher nos dossiers pour voir si des listes sont disponibles. 
 
Merci pour votre temps. Si vous avez d’autres questions, n’hésitez pas à nous demander.
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Linda Shank <LShank@gcloutier.com> 
Sent: December 12, 2025 10:45 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] LUSSIER: Listes - Opportunités

Bonjour Marie-Claire, SVP voir la demande ci-dessous pour le cabinet Lussier Cabinet de Services Financiers. Est-ce possible d’obtenir ces listes pour le cabinet #H4517 ainsi que tous ses conseillers rattachés. Merci ! Linda Shan Bonjour, SVP
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Marie-Claire, SVP voir la demande ci-dessous pour le cabinet Lussier Cabinet de Services Financiers. Est-ce possible d’obtenir ces listes pour le cabinet #H4517 ainsi que tous ses conseillers rattachés. Merci ! Linda Shan
Bonjour,

SVP voir la demande ci-dessous pour le cabinet Lussier Cabinet de Services Financiers. 

Est-ce possible d’obtenir ces listes pour le cabinet #H4517 ainsi que tous ses conseillers rattachés. 

Merci !

 	Linda Shank
	


	 	> 

	Coordonnatrice   Affaires corporatives



	+1 514 354-7422 x 1254

	 | 
	+1 800 363-3312



	Télec.: 
	+1 514 353-9608



	www.groupecloutier.com

	 	
	 



 	 



De : Gauvreau, Emilie <egauvreau@lussier.co> 
Envoyé : 9 décembre 2025 16:14
À : Linda Shank <LShank@gcloutier.com>
Cc : Marquis, Shirley <smarquis@lussier.co>; Boivin, Sylvie <sboivin@lussier.co>; Laganiere, Anthony <alaganiere@lussier.co>
Objet : Listes - Opportunitées

Bonjour Linda,
En prévision de la prochaine année, j’aimerais obtenir, pour chaque assureur et pour l’ensemble des courtiers sous la corporation Lussier, les listes suivantes :
•	La liste des polices d’assurance temporaire à échéance, incluant la date d’échéance;
•	La liste des polices avec possibilité de transformation, incluant la date d’échéance;
•	La liste des polices comportant une exclusion ou une surprime;  
•	La liste des polices d’assurance avec garantie d’assurabilité;
•	La liste des polices d’assurance avec option de majoration du revenu.
Un énorme merci à l’avance pour ton aide.
Bonne journée!
 



--
 
Émilie	 	GAUVREAU	


Directrice adjointe • Assurance individuelle et placement
Manager • Individual Insurance and Investment
Conseillère en sécurité financière • Financial Security Advisor
Représentante de courtier en épargne collective rattaché à Services d’investissement Quadrus Ltée


 

	L'assurance de
100 ans d'expérience
	T   418 549-7747 #17332


SF  1 877 549 7747 #17332

F   418-579-4961


C   418-590-7393


 egauvreau@lussier.co







730 255, rue Racine Est
Chicoutimi (Québec) G7H 7L2	 




Ce message est confidentiel et il est destiné uniquement aux personnes à qui il a été adressé. Toute utilisation ou communication non autorisée du présent message est interdite. Si vous ne souhaitez plus recevoir de courriel de notre part, veuillez l’indiquer en répondant à ce message. MDMarque de commerce déposée de Lussier Cabinet de services financiers inc. This message is confidential, and is intended for the above-named recipient(s) only. Any unauthorized use or disclosure of this message is prohibited. If you no longer wish to receive emails from us, please let us know by replying to this message. MDRegistered trademark of Lussier Financial Services Firm Inc.





	Attention: Ceci est un courriel externe . Prenez garde aux pièces jointes et aux liens cliquables 	


	Attention: Ceci est un courriel externe . Prenez garde aux pièces jointes et aux liens cliquables",True,2025-12-18T21:47:22.000+0000,False,False,005OH000002iN7rYAE,2025-12-18T21:47:22.000+0000,005OH000002iN7rYAE,2025-12-18T21:47:22.000+0000,005OH000002iN7rYAE,2025-12-18T21:47:22.000+0000,(514) 354-7422 x254,,lshank@groupecloutier.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i33uUYAQ,False,,24658376,0031600002G6ks8AAB,0010A000002wNF5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T22:17:24.000+0000,False,False,0055o000001t1uPAAQ,2025-12-18T22:17:24.000+0000,0055o000001t1uPAAQ,2025-12-18T22:17:24.000+0000,0055o000001t1uPAAQ,2025-12-18T22:17:24.000+0000,(647)688-1627,(647) 688-1627,tim.chuang@radiantlifeinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i34NZYAY,False,,24660167,0030A0000029jIHQAY,0010A000002w6psQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect lost app,Medium,"*12/18*
----------------
jason 
80483

cannot find the application, 
guided to simple protect, they found it pending signature 
advised we can fix signature issues if they occur. 


*email*
----------------
Good afternoon Jason, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were unable to locate your application after sending it in for signature, you were unsure if it was New Business or Simple Protect. We had you try Simple Protect first to also confirm your advisor code and you were able to locate the app and see that it was awaiting the signature from the client. If there are any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T00:26:10.000+0000,False,False,005OH000008919xYAA,2025-12-18T23:28:11.000+0000,005OH000008919xYAA,2025-12-19T00:26:10.000+0000,005OH000008919xYAA,2025-12-19T00:26:10.000+0000,(604)637-1137,,jason@lionsgatepwc.com,(236)326-6531,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i36IwYAI,False,,24659589,0030A00000CeKezQAF,0010A00000DFlqnQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked Workspace Account,Medium,"Locked Workspace Account - KB0017399 

User's Workspace account was locked. Unlocked it and performed password reset. The user was able to login. 

====================email=================


Hi Chung, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you with your Workspace login issue. 

If you have any other issues with your account, don’t hesitate to communicate with us.

Have a wonderful day!

Your feedback is essential for my continuous improvement. To help me elevate your experience with my service, please take a minute to complete the quick 5 second survey - Click here to help me reach new heights : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-18T23:07:41.000+0000,False,False,0055o000001zVCKAA2,2025-12-18T22:59:51.000+0000,0055o000001zVCKAA2,2025-12-22T15:34:29.000+0000,0055o000001zVCKAA2,2025-12-22T15:34:29.000+0000,(604)370-3434X108,,tomng@novellawealth.com,(604)370-3535,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i36tyYAA,False,,24658943,003OH00000NhKO5YAN,001OH00000SmmNGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,New Business Web App - unable to select their advisor code when submitting an application,Medium,"Issue: New Business Web App - unable to select their advisor code when submitting an application - KB0023236  
Advisor or Support Staff: adv
Email: olivia.marleau@iggpp.ca
KBA used:   KB0023236  
Findings: User is not able to add their comp code to their preferences
Troubleshooting steps involved


========================emails=====================
Bonjour Olivia, 

Pouvez-vous essayer d’ajouter votre code de rémunération de nouveau à vos préférences? L’équipe de gestion des contrats a faite une mise à jour. 

Si cela ne fonctionne toujours pas. Nous acheminerons votre cas à l’équipe de notre 2e niveau de support. 

Merci de nous confirmer quand vous aurez la chance de répondre à ce courriel. 

Bonne journée!


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 





From: Jobson, Marie-Claire <Marie-Claire.Jobson@canadalife.com> 
Sent: Monday, December 29, 2025 4:10 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Marleau, Olivia <olivia.marleau@iggpp.ca>
Subject: TR: [EXT] RE: URGENT: IMPOSSIBLE DE DÉPOSER UNE PROPOSITION - C24658943

Bonjour soutien Espace Affaires,

Est-ce que vous pouvez aider la conseillère avec ceci svp ?
Merci !

Marie-Claire Jobson, ACS
Associée Régionale des Ventes, Assurance | Regional Sales Associate, Insurance

 



Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



De : Distribution Methodology <Distribution_Methodology@canadalife.com> 
Envoyé : 29 décembre 2025 15:41
À : Tremblay, Sylvie <Sylvie.Tremblay@canadavie.com>
Cc : Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Olivia.Marleau@iggpp.ca
Objet : FW: [EXT] RE: URGENT: IMPOSSIBLE DE DÉPOSER UNE PROPOSITION - C24658943

Hi Sylvie.

Please see email below from our contracting team.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Garcia, Eva <Eva.Garcia@canadalife.com> 
Sent: December 29, 2025 3:37 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: [EXT] RE: URGENT: IMPOSSIBLE DE DÉPOSER UNE PROPOSITION - C24658943

Hi Tina,

The QC license for Olivia Marleau has been updated.

I believe the issue here is with New Business.  They need to escalate it with New Business Support Team.


Regards,


Eva Garcia (she/her)
Sr. Contracts Specialist, Contracts (National Account)
Contracts and Financial Operations
Tel: (416) 552-3747 | Email: eva.garcia@canadalife.com
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.






From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 29, 2025 2:00 PM
To: Garcia, Eva <Eva.Garcia@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: [EXT] RE: URGENT: IMPOSSIBLE DE DÉPOSER UNE PROPOSITION - C24658943

Hi Eva.

Please see email below regarding advisor Olivia Marleau (H5126).

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.


Bonjour @Distribution Methodology,

Olivia ne peut pas ajouter son code de rémunération ici-bas dans les Préférences du conseiller dans Le logiciel dans Affaires nouvelles. 

Je voie que ce code de rémunération a une note dans Siebel comme quoi ce code de rémunération est under « Trainee under the supervision of (…)»

Est-ce que cela pourrait expliquer pourquoi Olivia ne peut pas ajouter ce code?


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 


From: Marleau, Olivia <Olivia.Marleau@iggpp.ca> 
Sent: Thursday, December 18, 2025 7:28 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Tremblay, Sylvie <Sylvie.Tremblay@canadavie.com>
Subject: RE: [EXT] RE: URGENT: IMPOSSIBLE DE DÉPOSER UNE PROPOSITION - C24658943
Importance: High

Bonjour, Je ne vois pas l’ongle paramètre du conseiller à l’étape 2 et le Modifier dont vous parlez à l’Étape 3. Il n’y a rien qui apparait dans la section sommaire au bas de l’écran : Revoici une capture d’écran : Merci et Bonne journée! Joyeuses
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Bonjour,

Je ne vois pas l’ongle paramètre du conseiller à l’étape 2 et le Modifier dont vous parlez à l’Étape 3.

Il n’y a rien qui apparait dans la section sommaire au bas de l’écran :

Revoici une capture d’écran :


Bonjour Olivia, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Veuillez suivre la procédure ci-dessous pour appliquer le correctif :

1.	À partir de la page d’accueil du logiciel des affaires nouvelles en ligne, sélectionnez Préférences du conseiller.
2.	Dans l’onglet Paramètres du conseiller (sous Préférences du conseiller), vérifiez si le nom de la compagnie et le nom du conseiller sont absents du tableau récapitulatif (partie inférieure de l’écran).
3.	Si le nom de la compagnie et le nom du conseiller sont vides, cliquez sur Modifier.
4.	Mettez à jour tous les champs de l’onglet Paramètres du conseiller, puis cliquez sur le bouton Ajouter au sommaire.
5.	Confirmez que toutes les colonnes du tableau récapitulatif contiennent les informations correctes du conseiller. Répétez les étapes 3 et 4 si plusieurs codes de conseiller (lignes) sont présents dans le tableau récapitulatif.
6.	Cliquez sur Enregistrer.

N’hésitez pas à nous contacter si vous avez besoin d’aide supplémentaire.

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 




From: Marleau, Olivia <Olivia.Marleau@iggpp.ca> 
Sent: Thursday, December 18, 2025 1:33 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Tremblay, Sylvie <Sylvie.Tremblay@canadavie.com>
Subject: URGENT: IMPOSSIBLE DE DÉPOSER UNE PROPOSITION

Bonjour, Je tente de remplir une proposition d’assurance pour un client, mais je n’arrive pas à me connecter au logiciel de proposition. On ne donne toujours ce message d’erreur portant mes accès sont valides et ce sont les bonnes informations
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
Je tente de remplir une proposition d’assurance pour un client, mais je n’arrive pas à me connecter au logiciel de proposition. 
On ne donne toujours ce message d’erreur portant mes accès sont valides et ce sont les bonnes informations :
 
Merci et Bonne journée! 
 Joyeuses Fêtes! / Happy Holidays ! 
 
***Vacances prévues du 22 décembre au 5 janvier inclusivement ***
Durant cette période vous pourrez communiquer avec ma collègue Marie-Pier Dumouchel pour toute demande au marie-pier.dumouchel@ig.ca ou au 438-531-9097
*** Prenez note que le bureau sera fermé le 25 et 26 décembre 2025 ainsi que le 1er et 2 janvier 2026***
 
Olivia Marleau , BAA Finance
Conseillère en valeur mobilières, 
Conseillère en sécurité financière, 
Représentante de Courtier

6500, autoroute Transcanadienne, Pointe-Claire (QC) H9R 0A5
Cell. : 514-967-5245| Tél. : 514-426-0886
Courriel : olivia.marleau@iggpp.ca

OLIVIA MARLEAU conseiller | IG Gestion de patrimoine

IG Gestion de patrimoine Inc., cabinet en planification financière

 


Si vous ne souhaitez plus recevoir ces courriels, veuillez répondre à ce message en indiquant « Désabonnement » en objet.",True,2025-12-18T22:35:53.000+0000,False,False,0055o000001zVCKAA2,2025-12-18T22:35:53.000+0000,0055o000001zVCKAA2,2025-12-30T17:34:24.000+0000,0055o000001zVCKAA2,2025-12-30T17:34:24.000+0000,(514)426-0886,(514) 967-5245,olivia.marleau@iggpp.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i37hyYAA,False,,24658840,0030A00000BCgrDQAT,0010A00000BmoI9QAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T22:32:03.000+0000,False,False,0055o000001t1uPAAQ,2025-12-18T22:32:03.000+0000,0055o000001t1uPAAQ,2025-12-18T22:32:03.000+0000,0055o000001t1uPAAQ,2025-12-18T22:32:03.000+0000,(905)475-0122X6328,4165693280,peny@axiomfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i38SlYAI,False,,24659094,003G0000018f7i9IAA,0010A000002wPoXQAU,,,,,,,012OH000000ijW5YAI,Open,,Email,,Merge,Medium,"*12/18*
----------------
https://workspace.canadalife.com/workspace/s/account/0010A00000Ael8CQAR/thomas-monson

https://workspace.canadalife.com/workspace/s/account/0010A00000CZFdeQAH/thomas-c-monson

0010A00000Ael8CQAR
4708426 GIIP
CLNTID: 2699770572

0010A00000CZFdeQAH
90196642 CIRSS
CLNTID: 4542605390
Thomas Monson

First Name:Thomas
Middle Name C
Last Name:Monson
DOB:4/20/1955
Policy #'s:
90196642 CIRSS
4708426 GIIP
Company:  GWL and CL 
CIS Client ID:
CLNTID: 4542605390
CLNTID: 2699770572
URL for records:
https://workspace.canadalife.com/workspace/s/account/0010A00000Ael8CQAR/thomas-monson

https://workspace.canadalife.com/workspace/s/account/0010A00000CZFdeQAH/thomas-c-monson
Screenshot of any error messages

both accounts are entirely populated with terminated accounts
*email*
----------------",False,,False,False,005OH000008919xYAA,2025-12-18T22:41:07.000+0000,005OH000008919xYAA,2025-12-18T22:41:33.000+0000,005OH000008919xYAA,2025-12-18T22:41:33.000+0000,(780)439-3600,,nathan@mpsinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i3A6LYAU,False,,24659025,0030A0000029ZSrQAM,0010A000002vyjaQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-18T22:39:17.000+0000,False,False,005OH000002iJPDYA2,2025-12-18T22:39:17.000+0000,005OH000002iJPDYA2,2025-12-18T22:39:17.000+0000,005OH000002iJPDYA2,2025-12-18T22:39:17.000+0000,(604)438-3690,(778) 223-2252,davidding@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i3BlZYAU,False,,24659261,003OH00000RtOLXYA3,001OH00000XvDDmYAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Dividend Statement,Medium,"*12/18*
----------------

Katherine Sun

looking at Canada life insurance policy, i know we have a dividedend.
69014336p
looking for dividend statement, does not exist in workspace and their only recourse would be the CSC, warm tfered to the CSC. 

*email*
----------------
Good afternoon Katherine, 

Thank you for contacting the Workspace Support Team with your inquiry

You were looking for a dividend statement in Workspace and could not locate it. The dividend statement is not available in Workspace yet,  we thought it would be better to direct your question towards the CSC, we warm transferred you back to the CSC. If you have any other questions or concerns, please reply to this email or call us back.

Please feel free to let me know how excellent my support is by following This Link!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T00:04:41.000+0000,False,False,005OH000008919xYAA,2025-12-18T22:47:18.000+0000,005OH000008919xYAA,2025-12-19T00:04:41.000+0000,005OH000008919xYAA,2025-12-19T00:04:41.000+0000,(604)285-1886,,info@ksuncga.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i3NDIYA2,False,,24661262,003OH00000LusUiYAJ,001OH00000QeLa8YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T00:45:13.000+0000,False,False,005OH000002iJPDYA2,2025-12-19T00:45:13.000+0000,005OH000002iJPDYA2,2025-12-19T00:45:14.000+0000,005OH000002iJPDYA2,2025-12-19T00:45:14.000+0000,(604)612-8626,,qingli.aif@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i3R2NYAU,False,,24661283,0030A0000029VdvQAE,0010A000002vvWOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T00:47:03.000+0000,False,False,005OH000002iJPDYA2,2025-12-19T00:47:03.000+0000,005OH000002iJPDYA2,2025-12-19T00:47:04.000+0000,005OH000002iJPDYA2,2025-12-19T00:47:04.000+0000,(250)415-2151,,dagraham@shaw.ca,(250)592-2815,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i3SZZYA2,False,,24661239,003G0000018f6QuIAI,0010A000002wONFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge,Medium,"*12/18*
----------------
amended:
8762862574
0001835280
https://workspace.canadalife.com/workspace/s/account/001OH00000dvUfwYAE/marcia-fay-mcclelland

https://workspace.canadalife.com/workspace/s/account/0010A000005mIbYQAU/marcia-f-mcclelland

001OH00000dvUfwYAE
60900337T CIIP3
CLNTID 8762862574


0010A000005mIbYQAU
7368386-5 IIP
CLNTID 0001835280

*email*
----------------
Good afternoon Angela, 

Thank you for contacting the Workspace Support Team regarding your merge issue.

We have amended the clients accounts in our system; you should find that the merge prompt should appear in workspace in roughly 2-4 business days. If it does not appear after that time, or you have questions and concerns please reply to this email and we will investigate further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Hewgill, Angela <Angela.Hewgill@canadalife.com> 
Sent: November 7, 2025 2:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Smith, Malcolm <malcolm.smith@glwealthssm.com>
Subject: Merge Clients - MARCIA F MCCLELLAND / MARCIA FAY MCCLELLAND

Good Afternoon, 

Please merge the following workspace accounts:

DOB: August 14, 1957

https://workspace.canadalife.com/workspace/s/account/001OH00000dvUfwYAE/marcia-fay-mcclelland

https://workspace.canadalife.com/workspace/s/account/0010A000005mIbYQAU/marcia-f-mcclelland

Thanks, 

Angela Hewgill, ALMI, ACS
Advisor Support Associate
angela.hewgill@canadalife.com | 705-482-7417
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-19T00:46:10.000+0000,False,False,005OH000008919xYAA,2025-12-19T00:43:00.000+0000,005OH000008919xYAA,2025-12-19T00:46:11.000+0000,005OH000008919xYAA,2025-12-19T00:46:11.000+0000,(705)574-0581,(705) 542-6360,malcolm.smith@glwealthssm.com,(705)574-0588,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i3WbXYAU,False,,24661248,003OH00000LusUiYAJ,001OH00000QeLa8YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T00:44:00.000+0000,False,False,005OH000002iJPDYA2,2025-12-19T00:44:00.000+0000,005OH000002iJPDYA2,2025-12-19T00:44:01.000+0000,005OH000002iJPDYA2,2025-12-19T00:44:01.000+0000,(604)612-8626,,qingli.aif@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i3bjFYAQ,False,,24661105,0035o0000071qpYAAQ,001OH00000YfLo5YAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to input corporate policy owner in Simple Protect,Medium,"How to input corporate policy owner in Simple Protect

Thank you!

It worked after I completed the first step, I was trying to pre-fill the business info and it caused an error.

Tanner Fermaniuk I BComm I GBA I 


Hi Tanner, 

Thank you for contacting Workspace Support.  

In the Owner section, you should be able to select “A business” as a choice of who will own the policy : 

 


Let us know if you have any additional question. 

Have a wonderful day!


Thank you for your patience while I was working in your case. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback: complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Tanner Fermaniuk <Tanner@ezioadvisory.com> 
Sent: Wednesday, December 17, 2025 9:15 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Simple Protect - Corporate Term Policy

Hello, When entering an application in Simple Protect with the Corporation being the owner – it isn’t an available checkbox. Is there a workaround? Thank you, Tanner Fermaniuk I BComm I GBA I President and Principal Advisor 📞 (780) 232-0669
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
 
When entering an application in Simple Protect with the Corporation being the owner – it isn’t an available checkbox.  Is there a workaround?
 
Thank you,
 
Tanner Fermaniuk I BComm I GBA I 
President and Principal Advisor 
📞 (780) 232-0669 | ✉️ Tanner@ezioadvisory.com I 🌐 www.ezioadvisory.com I📍 Edmonton, AB I
 
 
 
Confidentiality Notice and Disclaimer: This email and any attachments are confidential. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and permanently delete this message including any attachments, without reading it or making a copy.  Any other distribution, copying or disclosure is strictly prohibited.",True,2025-12-19T00:29:35.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T00:29:35.000+0000,0055o000001zVCKAA2,2025-12-19T16:40:22.000+0000,0055o000001zVCKAA2,2025-12-19T16:40:23.000+0000,(780) 232-0669,,tanner@ezioadvisory.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i41ajYAA,False,,24661939,0030A00000CAjXVQA1,0010A00000ClBIIQA3,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Password reset,Medium,"Caller Name: Alim Kassam
Advisor or support staff: Advisor 
Advisor Code: D5434 AND E8742
Advisor Name: Alim Kassam	
Phone: (778) 513-6591
Email: alim.kassam@theblueprintgroup.ca
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: I would like to have my password reset as I haven’t had access for some time. Can someone please contact me to arrange logon privileges? 

FINDINGS:
Profile locked but active. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0055o000001oXtJAAU%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0035o000004H6FVAA0%26cntc%3D0035o000004H6FVAA0%26id%3D0055o000001oXtJAAU

Did a TIM Tam on Siebel, 1-1B471M5 shows AKASSAM1980, checked ISAM and Akassam1980@clext is active.

--------------------------------------***DDS  12/19/2025***--------------------------

RESOLUTION: he will need to call/authenticate. We can then unlock and follow the kb for the error he's seeing/he can then self serve with a password reset if needed. 
Based on the findings we can follow *****KB0017399 ****** unless the error is something else not found on this KB. 

--------------------------------------***DDS  12/19/2025***--------------------------
Hello Alim,

Thank you for contacting Workspace Support regarding a password reset.

To help you with this, we need to connect with you over the phone.  

Please call us at your convenience at 1-800-475-7001 and anyone on the Workspace team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

You can reference Case#24661939 when you call, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

--------------------------------------***DDS  12/19/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/19/2025***--------------------------
Hi, 

I would like to have my password reset as I haven’t had access for some time. Can someone please contact me to arrange logon privileges? 

Thank you 
Alim Kassam
Co Founder/Investment Fund Advisor
A&P Blueprint Investment Services
World Financial Management Inc.				
	Office - 778-513-6591
www.theblueprintgroup.ca",True,2025-12-19T06:40:56.000+0000,False,False,005OH00000AUS7aYAH,2025-12-19T06:38:51.000+0000,005OH00000AUS7aYAH,2025-12-19T06:40:56.000+0000,005OH00000AUS7aYAH,2025-12-19T06:40:56.000+0000,(778)513-6591,,alim.kassam@theblueprintgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i47O9YAI,False,,24661899,003G0000018f6ncIAA,0010A000002wOpMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Account locked,Medium,"Caller Name: Chris Hengen-Braun
Advisor or support staff: Advisor 
Advisor Code: 
Advisor Name: Chris Hengen-Braun	
Phone: 
Email: chris@hbwealth.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: account has been temporarily locked due to too many failed attempts.

FINDINGS:
OLD TICKET INC1810312 ASSISGNED TO KEVIN WHICH WAS CLOSED--NOTED: ""Caller is under impression that they do have an existing MGA profiel for Workspace. This is not the case. User will need to register.""

ADVISOR IS TRYING TO SIGN INTO REPNET. Screenshot in the message shows account is locked.

From the email received, its noted the User ID is HBWEALTHMGA
Checked Siebel, found Advisor code H0706, did a TIM Tam with 1-1EULCAZ and the User ID is correct/created in 2024
Checked ISAM,  HBWealthMGA@clext is locked. ID is tied to his chris@hbwealth.ca.
We will need to follow KB0020858

****note as to why i responded to the email instead of sending to Service Leaders mailbox/moving to Kevin. Not needed as the original INC was from Oct prior to Cases and also because the account is locked, the advisor must call in instead. 

--------------------------------------***DDS  12/19/2025***--------------------------
RESOLUTION: As his ISAM account, is locked, he must call us to authenticate and we can then follow KB0020858 and help him register for Workspace.
sent email advising him to call us.
--------------------------------------***DDS  12/19/2025***--------------------------
Hello Chris,

Thanks for contacting Workspace Support and providing the error/screenshot. 

To help you with this, we need to connect with you over the phone.  

Please call us at your convenience at 1-800-475-7001 and anyone on Workspace team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Do reference Case#24661899 when calling in, thanks

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  



--------------------------------------***DDS  12/19/2025***--------------------------

Hi there, I tried logging in and this is the screen I got.

Thanks,

Chris

 

Chris Hengen-Braun B.Comm, CFP, CHS
President, HB Wealth Group Inc.
Certified Financial Planner
Investment Representative | Quadrus Investment Services
[m] 306-221-5819 [w] www.hbwealth.ca
        

~ Building your playbook for financial success ~

Book a meeting with us: https://calendly.com/chris-hbwealth

The contents of this communication, including any attachments are confidential and may be priviledged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 29, 2025 7:31 AM
To: Chris Hengen-Braun <chris@hbwealth.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Chris Hengen-Braun <chris@hbwealth.ca>
Subject: RE: MGA Login - INC1810312

Good morning Chris, 

Thank you for following up with us. 
it is much appreciated. 

Before providing the User ID credentials for HBWEALTHMGA, you will need to select Register NOW on the Workspace login page. 

 

Here, you will provide the User ID and the password associated with this ID. 
If a reset is required for the User ID, please see the steps in our previous email. 

If you have additional questions or require further support, please do not hesitate to let us know.
We do encourage you to call us directly at 1-888-999-4516 any time between 8:00am and 8:00pm EST.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a great day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Chris Hengen-Braun <chris@hbwealth.ca> 
Sent: October 28, 2025 7:05 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Hengen-Braun, Christopher <chris@hbwealth.ca>
Subject: [EXT] RE: MGA Login - INC1810312

Still not working… same issue I brought up originally. Chris Hengen-Braun B. Comm, CFP, CHS President, HB Wealth Group Inc. Certified Financial Planner Investment Representative | Quadrus Investment Services [m] 306-221-5819 [w] www. hbwealth. ca

Still not working… same issue I brought up originally.

 

Chris Hengen-Braun B.Comm, CFP, CHS
President, HB Wealth Group Inc.
Certified Financial Planner
Investment Representative | Quadrus Investment Services
[m] 306-221-5819 [w] www.hbwealth.ca
        

~ Building your playbook for financial success ~

Book a meeting with us: https://calendly.com/chris-hbwealth

The contents of this communication, including any attachments are confidential and may be priviledged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: October 14, 2025 8:52 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Chris Hengen-Braun <chris@hbwealth.ca>
Cc: Chris Hengen-Braun <chris@hbwealth.ca>
Subject: RE: MGA Login - INC1810312

Good morning Tina and Chris, 

Thank you for contacting the Workspace Support team. We understand that there has been an error when attempting to link your MGA Workspace profile to the Advice Canada portal. 
We are happy to assist you with this matter. 

We can confirm that at this time, there is not an active MGA Workspace profile for you. 
This can be quickly taken care of, as your registration can be completed today. 

To complete registration for MGA Workspace, please see the instructions below. 

Please follow this link for Workspace registration and select ‘Register Now’. 
https://workspace.canadalife.com

(Please be sure to be completely logged out of Canada Life Direct (ADSL) Workspace before clicking this link.)

You will be prompted to provide the credentials, including the password, associated with User ID: HBWEALTHMGA
If a password reset is required for the User ID, please see the steps below.

To reset your User ID (formerly Repnet):
a) Click here: Sign in | Canada Life
b) Select ""Forgot password""
c) Follow the steps on-screen to reset your password
NOTE - If you receive the error User ID invalid, add @clext to the end of your User ID. e.g., HBWEALTHMGA@clext 
Should you encounter any issues, please contact Workspace Support at 1-888-999-4516 and request a Repnet User ID reset.
Once the credentials are accepted, you may select the most appropriate login credentials for their Workspace profile and will be able to complete the registration.

Please note that you will be prompted to set up a multifactor authentication (MFA) method for your login. 
If you require assistance with setting up your authenticator, please contact the Workspace Support team at 1-888-999-4516. Please be prepared to confirm your identity when calling. 

If you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: October 10, 2025 5:02 PM
To: Hengen-Braun, Christopher <chris@hbwealth.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Hengen-Braun, Christopher <chris@hbwealth.ca>
Subject: RE: MGA Login - INC1810312

Hi Chris.

I am including @CL Workspace Support to assist you in registering for Workspace.

Thank you.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Chris Hengen-Braun <chris@hbwealth.ca> 
Sent: October 3, 2025 2:11 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Hengen-Braun, Christopher <chris@hbwealth.ca>
Subject: [EXT] RE: MGA Login

Hi There, So I have gone on as requested to link the Workspace MGA to the Advice Canada website and this is what I get when trying to use either login so I am stumped. I log in every day to the Workspace MGA and the password is what I use every

Hi There,

So I have gone on as requested to link the Workspace MGA to the Advice Canada website and this is what I get when trying to use either login so I am stumped.  I log in every day to the Workspace MGA and the password is what I use every day. Please help me make this happen.  Thanks, Chris

  

 

Chris Hengen-Braun B.Comm, CFP, CHS
President, HB Wealth Group Inc.
Certified Financial Planner
Investment Representative | Quadrus Investment Services
[m] 306-221-5819 [w] www.hbwealth.ca
        

~ Building your playbook for financial success ~

Book a meeting with us: https://calendly.com/chris-hbwealth

The contents of this communication, including any attachments are confidential and may be priviledged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: October 2, 2025 7:37 AM
To: Chris Hengen-Braun <chris@hbwealth.ca>
Cc: Chris Hengen-Braun <chris@hbwealth.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: MGA Login

Hi Chris.

Your user ID is HBWEALTHMGA which is linked to email address 
chris@hbwealth.ca


This is your access to your advisor code under the MGA channel.

If you forgot your password or no longer have access to this email address, please contact our service desk 800-475-7001.

Register for Workspace 
•	Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator. 
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
o	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Thank you.




Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Chris Hengen-Braun <chris@hbwealth.ca> 
Sent: September 23, 2025 12:31 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Hengen-Braun, Christopher <chris@hbwealth.ca>
Subject: [EXT] MGA Login

Hi there, I was on the Simplify your practice call today and they said I needed to email you to get my login information for the MGA Workspace. If you could get that to me that would be awesome! Thanks, Chris Chris Hengen-Braun B. Comm, CFP,

Hi there,

I was on the Simplify your practice call today and they said I needed to email you to get my login information for the MGA Workspace.

If you could get that to me that would be awesome!

Thanks,

Chris

     

 

 
Chris Hengen-Braun  B.Comm, CFP, CHS
President, HB WEALTH GROUP INC.

Certified Financial Planner
Certified Health Insurance Specialist
Investment Representative, Quadrus Investment Services
Member of Advocis

[Mobile]: (306) 221-5819
[Email]: chris@hbwealth.ca
[Website] www.hbwealth.ca 


        


          ~ Building your playbook for financial success ~

Book a meeting with us: https://calendly.com/chris-hbwealth

The contents of this communication, including any attachments are confidential and may be priviledged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-19T05:43:59.000+0000,False,False,005OH00000AUS7aYAH,2025-12-19T05:23:18.000+0000,005OH00000AUS7aYAH,2025-12-19T05:43:59.000+0000,005OH00000AUS7aYAH,2025-12-19T05:43:59.000+0000,(306)221-5819,(306) 221-5819,chris@hbwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i4891YAA,False,,24661921,0030A000008U1s3QAC,0010A000009OCATQA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Change Workspace email address,Medium,"Caller Name: Bonnie Wirth
Advisor or support staff: Advisor 
Advisor Code:
Advisor Name:	
Phone: 
Email: bonnie.wirth@linkwell.ca		
Siebel verification: 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: 
Issue: I have updated my login email to LinkWell on Workspace but Mike has not.
He was told to call 1-800-475-7001 to change it & asked me to call on his behalf.
I have tried a few times and cannot connect.
Is there some other way we can get his email address updated to Linkwell on Workspace?

FINDINGS: KB0023058 is the kb to follow to change workspace email.
Advisor has asked Bonnie to contact us to change his email on Workspace however we're unable to do that, the advisor must contact us to authenticate/make the change.

No advisor code was provided in the email. checked Siebel, found Bonnie's adsl profile and it has TPA access for Michael St. Croix F3170. Added Advisor name to this ticket. 
Found 2 SF profiles, one is MGA with testdummy
the ADSL profile comes up with the name MICHAEL RICHARD VICTOR ST. CROIX matching whats seen in Siebel. Also email in Siebel is seen as 	mike.stcroix@linkwell.ca. 
SF profile indicates the advisor has signed into Workspace as recent as Dec 18.
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F0050A000001fk93QAA%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F0030A000008DPgyQAG%26cntc%3D0030A000008DPgyQAG%26id%3D0050A000001fk93QAA

--------------------------------------***DDS  12/19/2025***--------------------------
RESOLUTION: Advisor must call in to authenticate/change the Workspace Email address.
We will need to follow ******KB0023058 ******
Advised Bonnie of this

--------------------------------------***DDS  12/19/2025***--------------------------
Hello Bonnie,

Thank you for contacting Workspace Support.

To help with changing Mike’s email address for Workspace, we need to connect with Mike over the phone and authenticate.  

Please have Mike give us a call at his convenience, the phone number is 1-888-999-4516. Our team is available between the hours of 8am to 8pm EST, M-F.

Anyone on the Workspace team will be happy to assist, Mike can mention Case#24661921 for reference, thanks.  

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


--------------------------------------***DDS  12/19/2025***--------------------------
EMAIL RECEIVED
--------------------------------------***DDS  12/19/2025***--------------------------
Good afternoon,

In Kristine's absence, can you please review and reply to my email below?

Thank you & have a nice day!


 

	Bonnie Wirth
Director, Group Customer Service
 

 	204.228.5777
 	bonnie.wirth@linkwell.ca

 	linkwell.ca


Book a Meeting

Service Line
833.826.8355

 

This message is intended for the personal and confidential use of the designated recipient(s) named above. If you are not the intended recipient of this message you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please destroy all electronic and paper copies and notify the sender immediately. Erroneous transmission is not intended to waive confidentiality or privilege.



---------- Forwarded message ---------
From: Bonnie Wirth <bonnie.wirth@linkwell.ca>
Date: Thu, Dec 18, 2025 at 1:37 PM
Subject: Workspace email change needed
To: Song Heng-Nuestro, Kristine <kristine.songhengnuestro@advicecanada.com>

Hi Kristine,

I have updated my login email to LinkWell on Workspace but Mike has not.
He was told to call 1-800-475-7001 to change it & asked me to call on his behalf.
I have tried a few times and cannot connect.

Is there some other way we can get his email address updated to Linkwell on Workspace?

Thanks for your help!


 

	Bonnie Wirth
Director, Group Customer Service
 

 	204.228.5777
 	bonnie.wirth@linkwell.ca

 	linkwell.ca


Book a Meeting

Service Line
833.826.8355

 

This message is intended for the personal and confidential use of the designated recipient(s) named above. If you are not the intended recipient of this message you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please destroy all electronic and paper copies and notify the sender immediately. Erroneous transmission is not intended to waive confidentiality or privilege.",True,2025-12-19T06:09:00.000+0000,False,False,005OH00000AUS7aYAH,2025-12-19T05:53:01.000+0000,005OH00000AUS7aYAH,2025-12-19T06:19:43.000+0000,005OH00000AUS7aYAH,2025-12-19T06:19:43.000+0000,(204)489-1012,,mike.stcroix@linkwell.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,105.0
500OH00000i4IwcYAE,False,,24665630,003OH00000EP7cZYAT,001OH00000I6sGTYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T15:01:02.000+0000,False,False,005OH000002npWUYAY,2025-12-19T15:01:02.000+0000,005OH000002npWUYAY,2025-12-19T15:01:02.000+0000,005OH000002npWUYAY,2025-12-19T15:01:02.000+0000,(416)573-2713,,khurram@deanandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4UflYAE,False,,24662996,003OH00000YLmEEYA1,001OH00000hLMGJYA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace registration,Medium,"***DDS*** 12/19/25
Name: YUE YU 
Phone: 
Agent code: H8275
Reference: KB0017316

Hi Johnny.

Thank you for contacting the Workspace support group, we would be happy to assist you regarding MGA Workspace registration.
 
To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Garaffa, Tina <Tina.Garaffa@canadalife.com> 
Sent: December 18, 2025 2:55 PM
To: JOHNNYYU@crius.ca; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] Re: Register for access to Canada Life Workspace

Hi Johnny.

I am including @CL Workspace Support in this email to assist you with registering on Workspace.

@CL Workspace Support – advisor registered their user ID YUEYU126 on December 9, 2025 and is trying to register for Workspace.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Douglas, Keshia <Keshia.Douglas@canadalife.com> 
Sent: December 18, 2025 1:33 PM
To: Garaffa, Tina <Tina.Garaffa@canadalife.com>
Subject: FW: [EXT] Re: Register for access to Canada Life Workspace

Hi Tina,

This advisor needs some assistance with their login.

Thank you,

Keshia Douglas 
Contracts & Compensation Specialist |  Contracts & Compensation
Email: keshia.douglas@canadalife.com  

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: YUE YU <JOHNNYYU@crius.ca> 
Sent: December 18, 2025 1:28 PM
To: Douglas, Keshia <Keshia.Douglas@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace

Hi Douglas,Keshia, Thank you for the welcome email and for sharing the registration instructions. I completed the first step and successfully applied for my new User ID (formerly RepNet ID). However, when I try to register for Canada Life Workspace
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Douglas,Keshia,
Thank you for the welcome email and for sharing the registration instructions.
I completed the first step and successfully applied for my new User ID (formerly RepNet ID). However, when I try to register for Canada Life Workspace using the new User ID and the activation code, I’m unable to proceed. The system keeps showing an error message indicating that the information is incomplete, and it won’t let me continue.
Could you please advise what I should do next, or who I should contact for support to resolve this? Please let me know as well—I want to make sure I’m following the correct process.
Thank you again for your help.
Kind regards,
YUE YU


YUE YU (Johnny)
Full life Licensed in the provinces of  ON
Address: #100, 175 Commerce Valley Drive West, Markham ON L3T7P6
Tel:  365-386-5800  
Email:  johnnyyu@crius.ca",True,2025-12-19T13:48:30.000+0000,False,False,005OH00000BGeeHYAT,2025-12-19T13:48:30.000+0000,005OH00000BGeeHYAT,2025-12-19T13:49:14.000+0000,005OH00000BGeeHYAT,2025-12-19T13:49:14.000+0000,(365)386-5800,,johnnyyu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4bSjYAI,False,,24663710,0035o0000073amAAAQ,0015o000007grFyAAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy R0000503C (No result found),Medium,"***DDS*** 12/19/25
Name: Joanne Machado 
Phone: 
Agent code: E7992

Hi Joanne,

Thank you for contacting the Workspace support group regarding Policy R0000503C (No result found)

Our records indicates that you should be able to see this policy on Workspace.   

Please confirm if you are putting the policy number in the global search bar within your Workspace?
If it still does not work please clear your cookies and cache, I will attach the step by step to do that and it it still does not work please send us a screen shot of the entire page including the URL.

How to clear Cache and Cookies data on Google Chrome:
 
Instructions
1.	Open the Google Chrome browser
2.	Select the 3 vertical dots in the top right-hand side of the browser
 
 
 
 
1.	Find the section called Privacy and Security and select Clear browsing data
 
 
 
 
 
 
1.	Ensure that Time Range is set to All Time, and the 2 checkmarks are in Cookies and other site data and Cached Images and Files.
 
 
 
1.	Please close and relaunch the browser.
 
 
How to clear Cache and Cookies data on Edge:
 
1.	Select three dots in the top right-hand corner and then ‘Settings’.
2.	Choose Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’.
3.	Change ‘Time Range’ to ‘All Time’.
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Select ‘Clear Now’.
 
 
 
 


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Joanne Machado <Joanne.Machado@richardsonwealth.com> 
Sent: December 18, 2025 8:21 AM
To: Tokar, Kelsey <kelsey.tokar@canadalife.com>
Cc: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] FW: 11908829/INSURED LAST NAME: Wardle - Conversion - approval - R0000503C

Thank you Kelsey for the below and the attached, but can you confirm why I cannot access this policy on WorkSpace? Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited. Tel. 416. 969. 4733
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you Kelsey for the below and the attached, but can you confirm why I cannot access this policy on WorkSpace?

 


Joanne Machado . Inforce Business Analyst, Insurance Services . Richardson Wealth Insurance Services Limited.
Tel. 416.969.4733  .  joanne.machado@richardsonwealth.com
100 Queens Quay East, Suite 2500, Toronto, ON, M5E 1Y3

Inforce Servicing Requests: rwl.insuranceservices@richardsonwealth.com
New Business Requests: rwl-insurancenewbusiness@richardsonwealth.com


 
 
 
www.richardsonwealth.com  

  


From: Tokar, Kelsey <kelsey.tokar@canadalife.com> 
Sent: Wednesday, December 17, 2025 3:47 PM
To: Joanne Machado <Joanne.Machado@richardsonwealth.com>
Cc: Mark Antaya <Mark.Antaya@RichardsonWealth.com>
Subject: 11908829/INSURED LAST NAME: Wardle - Conversion - approval

	Some people who received this message don't often get email from kelsey.tokar@canadalife.com. Learn why this is important 

External/Externe
Hi Joanne,

I am writing to let you know that we have completed our review and are ready to proceed with this request for conversion. The policy number for this new coverage is R0000503C.

Delivery requirements are needed for us to place this coverage. Please have them returned to us by February 18, 2026.
              
- Submit a cheque for the initial premium in the amount of $80.82 or complete the attached EFT form for the initial premium. 
- Amendment (40 CI)
- Delivery receipt

***Note: A policy cannot be placed until the initial premium is received***
Also attached is your copy of the coverage Policy Details should you or the client want to refer to it for details about the issued coverage.

The confirmation documents are being sent to you for delivery to the client and should be received shortly. Please let us know if the documents are not received. All requirements can be sent directly to my attention to be handled as soon as possible. Once received, we will place the coverage and any outstanding premiums will be collected in order to bring the policy to date.

Do not hesitate to contact me if you have any questions regarding this matter. 
 
Thank you,

Kelsey Tokar
Senior In-Force Policy Analyst | Insurance Operations, In-Force Policy
Analyste principal – Polices en vigueur | Exploitation Assurance, Polices en Vigueur
Tel: 1-204-946-4298
Toll Free 855-882-4481
kelsey.tokar@canadalife.com",True,2025-12-19T14:14:26.000+0000,False,False,005OH00000BGeeHYAT,2025-12-19T14:14:26.000+0000,005OH00000BGeeHYAT,2025-12-19T14:14:26.000+0000,005OH00000BGeeHYAT,2025-12-19T14:14:26.000+0000,(416)969-4733,,joanne.machado@richardsonwealth.com,(416)969-4733,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4gc5YAA,False,,24663858,003OH00000DYVd1YAH,001OH00000HB2ERYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-How to input bank format,Medium,"user request assistace with banking format on new business app.
KB0023223-material for banking format
email======================================
Bonjour Logan,

Merci d’avoir contacté le support de l’espace d’affaire concernant format bancaire, J'ai vraiment apprécié notre échange.

Lors de notre appel, vous cherchiez de l’aide concernant le format bancaire pour la nouvelle demande commerciale sur la banque CIBC, nous avons pu saisir les informations bancaires avec succès.

Vous avez également demandé où vous pouvez trouver le matériel sur tous les formats bancaires, auquel cas je vous refere au service a la clientele.

Cependant, en enquêtant davantage à ce sujet, j'ai trouvé du matériel d'apprentissage au format bancaire. J'inclus le lien dans l'e-mail, veuillez vous assurer que vous êtes connecté à votre espace d’affaire  avant d'ouvrir le lien.

 Lien : https://www.acp.canadalife.com/fr/secure/formulaires-et-processus/processus-assurance/formats-de-comptes-bancaires.html.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T14:39:14.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-19T14:18:08.000+0000,005OH00000AZ3ZxYAL,2025-12-19T14:39:14.000+0000,005OH00000AZ3ZxYAL,2025-12-19T14:39:14.000+0000,(819)797-1364,,logan.guimond@agc.ia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4h57YAA,False,,24663761,003OH00000DKm95YAD,001OH00000GqxIxYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"***********DDS********* 12/19/2025
User calling as they were having issues with authentictor. DDS authenticated user and assisted with the disconnect and reconnect of the authenticator.

ref: KB0021888


*******email chain*****
Hello Joanne, 

     Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you disconnect and reconnect your MFA to ensure account security. During the call, there were some difficulties adding the authenticator to the app, so we set up the browser extension authenticator.  If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T14:35:05.000+0000,False,False,005OH00000BFQFHYA5,2025-12-19T14:15:38.000+0000,005OH00000BFQFHYA5,2025-12-19T14:35:06.000+0000,005OH00000BFQFHYA5,2025-12-19T14:35:06.000+0000,(709)579-2056XExt210,,joanne.lester@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4hTGYAY,False,,24665039,0031600002MAgDzAAL,0010A000002wNYyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for RepNet,Medium,"•	Reason for call: Needed help creating UserID and Password 
Authentication: Yes/No, which rotation: Yes
•	Troubleshooting steps completed: n/a
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification, logmein with user
===========================
Bonjour Ianne, 

Merci d'avoir contacté le support de Workspace. Nous avons été ravis de vous aider à vous inscrire à RepNet.

Veuillez garder votre nom d’utilisateur et votre mot de passe à portée de main, vous en aurez besoin pour compléter votre inscription à Workspace. Vous pouvez vous inscrire à Workspace sur workspace.canadalife.com et cliquer sur S'inscrire.

Votre avis compte ! Faites-nous savoir ce que vous avez pensé de la qualité du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T15:16:50.000+0000,False,False,005OH00000BFQFGYA5,2025-12-19T14:47:21.000+0000,005OH00000BFQFGYA5,2025-12-19T15:17:25.000+0000,005OH00000BFQFGYA5,2025-12-19T15:17:25.000+0000,(418)628-4500,(418) 998-7600,gcouture@groupestratege.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4iNhYAI,False,,24662824,003G0000018f7HIIAY,0010A000002wPMZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA.,Medium,"***DDS*** 12/19/25
Name: Brian Langlois

Hello Brian,

Thank you for contacting the Workspace support group regarding Passkey.

Unfortunately at this current time the use of a physical Passkey like Yubikeys as mentioned is not supported, only 2fa/MFA is currently supported but may change in the future.

If you want to try setting up Yunio Authenitcator instead, we can assist in disconnecting your currently installed MFA on your Workspace and you can try setting up Yunio Authenitcator to see if it works.

To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: brian.langlois langloisfinancial.com <brian.langlois@langloisfinancial.com> 
Sent: December 19, 2025 9:25 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: 24662824 - RE: [EXT] 2FA

My preference would be to use Yubikeys as passkeys. Especially for admin staff who have the 2fa setup on the same computer as they use to access workspace, as was recommended when first set up. This seems a lot less secure than a physical passkey. 
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My preference would be to use Yubikeys as passkeys.  Especially for admin staff who have the 2fa setup on the same computer as they use to access workspace, as was recommended when first set up.  This seems a lot less secure than a physical passkey.

If Passkey is not supported I would like to use a different 2fa/mfa using the Yunio Authenitcator instead so we can still add a layer of physical security.

Since workspace is essentially a branded Salesforce I believe a passkey should be possible based on the information here.

https://www.yubico.com/solutions/yubico-and-salesforce/

Appreciate your help.

Brian Langlois






***DDS*** 12/19/25
Name: Brian Langlois 

Hello Brian,

Thank you for contacting the Workspace support group regarding MFA.

To comply with Salesforce’s security requirements, multi-factor authentication (MFA) is needed when logging in to Salesforce through Workspace.

Please provide more informaton to your inquiry.   

Example: are you looking to replace MFA with a different type of 2FA/MFA ? 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Brian Langlois <Brian.Langlois@Langloisfinancial.com> 
Sent: December 18, 2025 4:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] 2FA

I would like to increase security on our accounts by using security keys for our workspace. How do I change our 2FA settings? -- Brian Langlois Financial Planner Langlois Financial Services Investment Representative Quadrus Investment Services
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I would like to increase security on our accounts by using security keys for our workspace.  How do I change our 2FA settings?
-- 
Brian Langlois  
Financial Planner
Langlois Financial Services
Investment Representative
Quadrus Investment Services Inc.
71 Rosedale Ave W Unit B-7
Brampton ON L6X 1K4 
Brian.Langlois@LangloisFinancial.com
www.LangloisFinancial.com
Business 905.456.2471
Cell: 416.566.4363
Fax: 905.459.5565",True,2025-12-19T13:39:40.000+0000,False,False,005OH00000BGeeHYAT,2025-12-19T13:39:40.000+0000,005OH00000BGeeHYAT,2025-12-19T15:44:03.000+0000,005OH00000BGeeHYAT,2025-12-19T15:44:03.000+0000,(905)456-2471,(416) 566-4363,brian.langlois@langloisfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4iihYAA,False,,24673690,003OH00000TNCkcYAH,001OH00000Zm0YPYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Client Listing Request,Medium,"**WRS Email Thread** Dec 19 2025
Bonjour Nathalie,

Merci de contacter l’équipe de support aux rapports.

Veuillez noter que les listes que notre équipe est capable de créer sont par conseiller; nous ne pouvons pas joindre l’information d’un cabinet. Quand même, pour ce type de demandes, nous avons besoin des informations suivantes :

•	Nom complet du/des conseiller(s)
•	Codes de compensation Canada Vie 
•	Le courriel à jour du demandeur qui correspond sur nos systèmes. 

Si les conseillers voudraient une liste de clients d’assurance, nous demandons qu’ils nous envoient un courriel en suivant les points mentionnés ci-haut. 

Avec cela, nous serons capables de vérifier l’accès aux codes et de chercher nos dossiers pour voir si des listes sont disponibles. 
 
Merci pour votre temps. Si vous avez d’autres questions, n’hésitez pas à nous demander.
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Nathalie Ayotte <nayotte@leblancsf.com> 
Sent: December 12, 2025 2:14 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Liste des polices d’assurance vie temporaires arrivant à échéance ou au renouvellement en 2026

Bonjour, Nous aimerions obtenir la liste des polices d’assurance vie temporaires arrivant à échéance ou au renouvellement en 2026, et ce, jusqu’en janvier 2027 inclusivement, pour les clients rattachés à notre cabinet Groupe Leblanc Services
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Bonjour,

Nous aimerions obtenir la liste des polices d’assurance vie temporaires arrivant à échéance ou au renouvellement en 2026, et ce, jusqu’en janvier 2027 inclusivement, pour les clients rattachés à notre cabinet Groupe Leblanc Services Financiers.
Pourriez-vous me transmettre :
•	La liste complète des contrats concernés
•	Les dates précises de renouvellement
•	Le capital assuré actuel
•	La prime renouvelée, le cas échéant
•	Toute autre information pertinente (options de transformation, périodes de conversion encore disponibles, etc.)
 
Merci beaucoup pour votre collaboration.


•	Nathalie Ayotte

Conseillère en sécurité financière
Groupe Leblanc - Services Financiers
Représentante en épargne collective
Inscrite auprès de Cloutier Groupe Financier, courtier en épargne collective

Courriel : nayotte@leblancsf.com
Téléphone : (819) 373-1345
1720 rue de la Sidbec Sud, Trois-Rivières
                                                                                                   
•	* Avis de confidentialité.
•	Compte tenu du mode de communication (courriel) utilisé pour transmettre vos instructions, nous ne pouvons garantir la date exacte de traitement de vos transactions. Ce message contient des renseignements personnels et confidentiels. Il est destiné uniquement à l’usage du destinataire mentionné ci-dessus. Toute lecture, copie, divulgation, utilisation ou diffusion de ce message par quiconque autre que son destinataire est strictement interdite. Si vous avez reçu ce message par erreur, veuillez-nous en informer immédiatement. Merci de votre collaboration. *Vous pouvez cesser de recevoir des courriels de ma part en tout temps en m’écrivant avec la mention « désinscrire ».",True,2025-12-19T17:24:17.000+0000,False,False,005OH000002iN7rYAE,2025-12-19T17:24:17.000+0000,005OH000002iN7rYAE,2025-12-19T17:24:17.000+0000,005OH000002iN7rYAE,2025-12-19T17:24:17.000+0000,(819)944-4414,,info@nathalieayotte.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4jwWYAQ,False,,24664249,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,confirmed NIGO sent dec 12th.,True,2025-12-19T14:41:20.000+0000,False,False,005OH000006uYrkYAE,2025-12-19T14:28:28.000+0000,005OH000006uYrkYAE,2025-12-19T14:41:20.000+0000,005OH000006uYrkYAE,2025-12-19T14:41:20.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4la7YAA,False,,24665645,003OH00000NnSafYAF,001OH00000SuN5RYAV,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,,False,,False,False,0050A000001o2WeQAI,2025-12-19T15:01:12.000+0000,0050A000001o2WeQAI,2025-12-19T15:01:12.000+0000,0050A000001o2WeQAI,2025-12-19T15:01:12.000+0000,(506)333-8566,,jill@shephardfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000001o2WeQAI,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4liDYAQ,False,,24668813,003OH00000N62l7YAB,001OH00000S1RUNYA3,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-waiver of premium,Medium,"user ask if they can sugget to add waiver of premium on workspace.
no material found or kba
responded to user we can this as feedback.
email======================================================================
Hello Adam,

Thank you for contacting  Workspace Support with your suggestion on the waiver of premium dispplay on Workspace. 

As of now we do not have any knowledge if this a plan for the future but I would be more than happy to take this as a feedback and send it to the right department as a suggestion.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: Adam Olson <adam@hargravemb.ca> 
Sent: December 18, 2025 10:57 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kotz, Morgan <morgan@hargravemb.ca>
Subject: [EXT] Question regarding waiver of premium policies

Hello, We had a request from a client this week to confirm that his policy was on waiver of premium (due to disability), but we were unable to find this information in workspace and had to call client support. I'm just curious is this something
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Hello, 

We had a request from a client this week to confirm that his policy was on waiver of premium (due to disability), but we were unable to find this information in workspace and had to call client support.  I'm just curious is this something that can be added to workspace so that we can see policies that are on wiaver of premium to make it easier for us to report to our clients? 

Thanks,
Adam


Adam Olson
Insurance and Wealth Advisor/Director of Operations
Kotz Financial Ltd.
Protection Growth Peace of Mind
 
73 Hargrave Street
Winnipeg, Manitoba R3C 1N3
P. (204) 414-9173
F. (204) 414-9179
 
Protection  ●  Growth  ●  Peace of Mind

 
“The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.”",True,2025-12-19T16:04:23.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-19T16:03:19.000+0000,005OH00000AZ3ZxYAL,2025-12-19T16:04:23.000+0000,005OH00000AZ3ZxYAL,2025-12-19T16:04:23.000+0000,(204)414-9173,,adam@hargravemb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4lqMYAQ,False,,24664598,003G0000018f7piIAA,0010A000002wPw9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,DSFA Docusign Inquiry,Medium,"SL - Sent to DSFA Lab for clarification if the TARI should have had an e-sign option. INC1946514. Advised as per information from the DSFA Lab.

***DDS*** 12/19/25
Name: Gregory Lipoth
Phone: 
Agent code: 
Reference: KB0021278 - put on hold while Elise investigates.",True,2025-12-23T20:01:37.000+0000,False,False,0050A000000qsPeQAI,2025-12-19T14:37:38.000+0000,005OH00000BGeeHYAT,2025-12-23T20:01:37.000+0000,0050A000000qsPeQAI,2025-12-23T20:01:37.000+0000,(306) 994-6767,(306) 530-1099 don't use unless necess),greg@wealthfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4m4qYAA,False,,24664877,0030A0000029cEJQAY,0010A000002w12HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T14:44:00.000+0000,False,False,0055o000001t1uPAAQ,2025-12-19T14:44:00.000+0000,0055o000001t1uPAAQ,2025-12-19T14:44:00.000+0000,0055o000001t1uPAAQ,2025-12-19T14:44:00.000+0000,(416)499-9626X244,(416) 737-7603,iandm@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4mRJYAY,False,,24663337,003OH00000ZHK7rYAH,001OH00000jEBBSYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1281,Medium,"Caller Name: MARK BAKISH GOES BY Nick Bakish
Advisor or support staff: Advisor 
Advisor Code: H8399 National account.
Advisor Name: MARK BAKISH 	
Phone: (514) 501-3558
Email: nick@grouprmcusa.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: HAD TO ASK REGISTRATION questions as well (SF shows test dummy user)
Issue: Trying to access Workspace and can't. ERR-W1281. 


FINDINGS: he confirmed his user name nbakish@clext not locked and tied to his current email .
TEST DUMMY USER
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000CS909YAD%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000ZJAEHYA5%26cntc%3D003OH00000ZJAEHYA5%26id%3D005OH00000CS909YAD

RESOLUTION: did a log me in session. guided him to register for Workspace. call disconnected during. called back at the number in Siebel
he completed registration. had him sign out/in to test with success. he received the 5 digit code to his email. 

--------------------------------------***DDS  12/19/2025***--------------------------
24663337",True,2025-12-19T14:27:32.000+0000,False,False,005OH00000AUS7aYAH,2025-12-19T14:02:35.000+0000,005OH00000AUS7aYAH,2025-12-19T14:27:32.000+0000,005OH00000AUS7aYAH,2025-12-19T14:27:32.000+0000,(514)501-3558,,nick@grouprmcusa.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4mUgYAI,False,,24667733,0030A000003pm8tQAA,0010A000004cInGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T15:43:41.000+0000,False,False,0050A000000WjqvQAC,2025-12-19T15:43:41.000+0000,0050A000000WjqvQAC,2025-12-19T15:43:42.000+0000,0050A000000WjqvQAC,2025-12-19T15:43:42.000+0000,(613)277-5235,,rchase@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4nyXYAQ,False,,24664946,003OH00000VWEikYAH,001OH00000cRT3IYAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"NICHOLAS JAMES SIREN

Advisor needed assistance with workspace registration. After authentication, steps provided. They had to end the call due to yrgent meeting. They will call us back if further assistance is needed.

Hello Nicholas,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

In our today’s call, you needed assistance with workspace registration. After authentication, I provided you the steps to complete registration. You had to end the call due to some urgent work. Please give us a call back if you need further assistance.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T14:58:10.000+0000,False,False,005OH00000BFiyTYAT,2025-12-19T14:45:29.000+0000,005OH00000BFiyTYAT,2025-12-19T14:58:10.000+0000,005OH00000BFiyTYAT,2025-12-19T14:58:10.000+0000,(705)869-6705,,nicholas.siren@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4oeWYAQ,False,,24666274,003OH00000EP7cZYAT,001OH00000I6sGTYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T15:15:03.000+0000,False,False,005OH000002npWUYAY,2025-12-19T15:15:03.000+0000,005OH000002npWUYAY,2025-12-19T15:15:04.000+0000,005OH000002npWUYAY,2025-12-19T15:15:04.000+0000,(416)573-2713,,khurram@deanandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4p9DYAQ,False,,24667276,003OH00000WaPDlYAN,001OH00000e15wfYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T15:34:58.000+0000,False,False,005OH000002npWUYAY,2025-12-19T15:34:58.000+0000,005OH000002npWUYAY,2025-12-19T15:34:58.000+0000,005OH000002npWUYAY,2025-12-19T15:34:58.000+0000,(905)536-5103,,lukasolach24@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4qQ8YAI,False,,24665367,003OH00000M96ugYAB,001OH00000QuuYSYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Password Reset-,Medium,"******DDS***** 12/19/2025

User calling as they are looing to reset their workspace password but no code is being sent to them. DDS authenticated assisted with a password reset. 

ref: KB0021888

*******EMAIL CHAIN********

Hello Cynthia, 

     It was a pleasure assisting you today. We were able to successfully complete your password reset and get you back into workspace. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T14:57:24.000+0000,False,False,005OH00000BFQFHYA5,2025-12-19T14:54:52.000+0000,005OH00000BFQFHYA5,2025-12-19T15:17:03.000+0000,005OH00000BFQFHYA5,2025-12-19T15:17:03.000+0000,(506)380-3441,,cynthia.begin@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4qoHYAQ,False,,24663890,003OH00000QGZ1LYAX,001OH00000VxLptYAF,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-registration **PRIMERICA**,Medium,"user received error message on registration.
KB0023629
after verifying user completed registration on need to sign in
email===================================================================
Bonjour Daniel,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre problème d'enregistrement sur l'espace d’affaire.

Après vérification, vous vous êtes inscrit avec succès à votre espace de travail. Vous devez maintenant vous connecter directement.

J'ai inclus les instructions et le lien pour vous connecter. 

Il se peut que vous deviez réinitialiser votre mot de passe si vous ne vous en souvenez pas ou s'il n'est pas accepté.

Pour vous connecter à Workspace, cliquez sur ce lien https://espaceaffaires.canadavie.com.

Pour réinitialiser votre mot de passe, cliquez sur «oublié mot de passe »
 


Si la réinitialisation du mot de passe ne fonctionne pas, vous devrez nous contacter par téléphone au 1-800-475-7001 pour obtenir de l'assistance avec réinitialisation du mot de passe.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: DANIEL NOUAMAN <DNOUAMAN.JMY9S@PRIMERICA.COM> 
Sent: December 18, 2025 9:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Accès à mon compte Canada vie

Bonjour, J'ai activé mon compte canada-vie, mais je n'y ai plus accès malgré toutes mes tentatives. Daniel Nouaman Services financiers Primerica Téléphone (Cellulaire) : (438) 518-7151 Téléphone (bureau) : (819) 561-0783 poste 258 Télécopieur
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

J'ai activé mon compte canada-vie, mais je n'y ai plus accès malgré toutes mes tentatives.

Daniel Nouaman
Services financiers Primerica
Téléphone (Cellulaire) : (438) 518-7151
Téléphone (bureau) : (819) 561-0783 poste 258
Télécopieur : (819) 561-9930

Courriel : dnouaman@primerica.com
Site web : www.primerica.com/dnouaman

Vous recevez ce message de la part de Daniel Nouaman au nom de La Compagnie d'Assurance-vie Primerica du Canada et (ou) de Les Placements PFSL du Canada Ltée (collectivement désignés « Primerica »), succursale située à  99 rue Crémazie, Gatineau (Qc). Vous pouvez me rejoindre au 819-561-0783.

Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Veuillez cliquer sur le lien http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées.

If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.

Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-19T14:25:47.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-19T14:19:01.000+0000,005OH00000AZ3ZxYAL,2025-12-19T15:16:38.000+0000,005OH00000AZ3ZxYAL,2025-12-19T15:16:38.000+0000,(438)518-7151,,dnouaman.jmy9s@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4wYnYAI,False,,24665966,003G0000018f6j7IAA,0010A000002wOjLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked Application,Medium,"NAME: ASHOK CHITRALA 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: F0567
PHONE: +1 416-576-8491 
EMAIL: ash@chitralafinancial.com 
 
ISSUE: 
User sent an application for the client to sign but realised some information was wrong and are looking to edit the form now but it is locked.
60928393-0
Batta
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
KB0023174 - locked documents cannot be editted. 

 
TROUBLESHOOTING/RESOLUTION:
 
 
EMAIL:
 
--------------------------------------***DDS DEC/19/2025***--------------------------
Hello Ash,
Thank you for contacting Workspace Support about editing a locked application.
 
As mentioned on the call today, unfortunately, you cannot edit a locked document. You will need to sign the documents as is and submit the application. Afterwards, please reach out to your New Business Coordinator with the submitted application number to request that the application be updated. 
 
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-19T15:19:12.000+0000,False,False,005OH00000BGf2TYAT,2025-12-19T15:08:19.000+0000,005OH00000BGf2TYAT,2025-12-19T15:19:12.000+0000,005OH00000BGf2TYAT,2025-12-19T15:19:12.000+0000,(416)576-8491,(416) 576-8491,ash@chitralafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4wybYAA,False,,24667889,0030A0000029mkBQAQ,0010A000002w9i8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T15:46:17.000+0000,False,False,0050A000000WjqvQAC,2025-12-19T15:46:17.000+0000,0050A000000WjqvQAC,2025-12-19T15:46:17.000+0000,0050A000000WjqvQAC,2025-12-19T15:46:17.000+0000,(613)836-0303,(613) 220-6625,bill.jory@joryfinancial.com,(613)836-0330,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i4zq0YAA,False,,24666812,003G0000018f7BMIAY,0010A000002wPFKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T15:25:56.000+0000,False,False,0050A000000WjqvQAC,2025-12-19T15:25:56.000+0000,0050A000000WjqvQAC,2025-12-19T15:25:56.000+0000,0050A000000WjqvQAC,2025-12-19T15:25:56.000+0000,(613)264-8309,(613) 390-2232,lfisher@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i50EEYAY,False,,24669423,0030A0000029UuVQAU,0010A000002vuxUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T16:13:40.000+0000,False,False,005G0000002gxxjIAA,2025-12-19T16:13:40.000+0000,005G0000002gxxjIAA,2025-12-19T16:13:40.000+0000,005G0000002gxxjIAA,2025-12-19T16:13:40.000+0000,(450)464-1567,(514) 238-3994,gilles.cardinal@videotron.ca,(450)773-2676,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i50ULYAY,False,,24666832,0030A0000029hqcQAA,0010A000002w5eOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"GURUNATHAN NAGESWARAN THEVARAJAN

Advisor needed assistance with workspace login. Provided them a website address, help them finding authenticator on their browser and they were able to login successfully.

Hello Gurunathan,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with workspace login. I provided you the website address Advisor Workspace Login – Canada Life. You had issues with authenticator. You shared your screen with me, and we were able to find the authenticator on the Microsoft edge. At the end, you were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T15:39:18.000+0000,False,False,005OH00000BFiyTYAT,2025-12-19T15:26:17.000+0000,005OH00000BFiyTYAT,2025-12-19T15:39:18.000+0000,005OH00000BFiyTYAT,2025-12-19T15:39:18.000+0000,(416)892-3249,,tnkuru@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i50XdYAI,False,,24669845,003G0000018f6fEIAQ,0010A000002wOdGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Update email in Siebel and Simple Protect Q,Medium,"•	Reason for call: Above reason, Simple Protect questions 
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: logmein with user
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification 
===========================",True,2025-12-19T17:00:23.000+0000,False,False,005OH00000BFQFGYA5,2025-12-19T16:20:36.000+0000,005OH00000BFQFGYA5,2025-12-19T17:01:34.000+0000,005OH00000BFQFGYA5,2025-12-19T17:01:34.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i50xKYAQ,False,,24666853,0030A0000029fRqQAI,0010A000002w3e0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T15:26:45.000+0000,False,False,005G0000002gxxjIAA,2025-12-19T15:26:45.000+0000,005G0000002gxxjIAA,2025-12-19T15:26:46.000+0000,005G0000002gxxjIAA,2025-12-19T15:26:46.000+0000,(450)688-8858X232,514-862-4348,joel.drouin@sfl.qc.ca,(450)688-9678,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i51beYAA,False,,24666674,0030A0000029fRqQAI,0010A000002w3e0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T15:23:18.000+0000,False,False,005G0000002gxxjIAA,2025-12-19T15:23:18.000+0000,005G0000002gxxjIAA,2025-12-19T15:23:19.000+0000,005G0000002gxxjIAA,2025-12-19T15:23:19.000+0000,(450)688-8858X232,514-862-4348,joel.drouin@sfl.qc.ca,(450)688-9678,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i51uzYAA,False,,24665528,0030A0000029cEJQAY,0010A000002w12HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T14:58:49.000+0000,False,False,0055o000001t1uPAAQ,2025-12-19T14:58:49.000+0000,0055o000001t1uPAAQ,2025-12-19T14:58:49.000+0000,0055o000001t1uPAAQ,2025-12-19T14:58:49.000+0000,(416)499-9626X244,(416) 737-7603,iandm@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i55dkYAA,False,,24672719,003OH00000Gg3xyYAB,001OH00000KfCjGYAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Error (tan),Medium,"NAME: MOHAMED KONATE 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H3003 
PHONE: 416-829-8087 and (647) 835-3787 
EMAIL: mohamed@mohamedkonate.ca 
 
ISSUE: 
User is calling about inc1942703 / 24647000
They would like clarification on the previous email that they got form L2
 
 
FINDINGS:
The email that they got clarified that they needed to change something in the application that they are filling out to prevent the error again.
 
TROUBLESHOOTING/RESOLUTION:
Connected with user through a logmein session to assist with navigation
Contacted assist to confirm application was filled out correctly
The same error persisted
Transferred over to L2


EMAIL:
 
--------------------------------------***DDS DEC/19/2025***--------------------------
No email.",True,2025-12-19T17:39:09.000+0000,False,False,005OH00000BGf2TYAT,2025-12-19T17:07:57.000+0000,005OH00000BGf2TYAT,2025-12-19T17:39:09.000+0000,005OH00000BGf2TYAT,2025-12-19T17:39:09.000+0000,(647)835-3787,,mohamed@mohamedkonate.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i566gYAA,False,,24666943,003G0000018f6XIIAY,0010A000002wOUNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Tim,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
XRBAMWJVCZ

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Tim,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Tim Kelly
Code: 06557

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to timkelly@timjkelly.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-19T15:28:40.000+0000,False,False,005OH0000071DK9YAM,2025-12-19T15:28:40.000+0000,005OH0000071DK9YAM,2025-12-19T15:28:41.000+0000,005OH0000071DK9YAM,2025-12-19T15:28:41.000+0000,(519)690-2862,(519) 860-2869,timkelly@timjkelly.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i571EYAQ,False,,24669513,003OH00000HXRqrYAH,001OH00000Lb7ckYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T16:15:10.000+0000,False,False,005OH000002npWUYAY,2025-12-19T16:15:10.000+0000,005OH000002npWUYAY,2025-12-19T16:15:11.000+0000,005OH000002npWUYAY,2025-12-19T16:15:11.000+0000,(905)334-6579,,imran@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5AbhYAE,False,,24666701,0030A0000029fRqQAI,0010A000002w3e0QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T15:23:50.000+0000,False,False,005G0000002gxxjIAA,2025-12-19T15:23:50.000+0000,005G0000002gxxjIAA,2025-12-19T15:23:51.000+0000,005G0000002gxxjIAA,2025-12-19T15:23:51.000+0000,(450)688-8858X232,514-862-4348,joel.drouin@sfl.qc.ca,(450)688-9678,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5BG4YAM,False,,24669910,0030A0000029nysQAA,0010A000002wAjiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration-,Medium,"************DDS************* 12/19/2025

User calling needing assistance with registration, DDS authenticated and assisted with a password reset for repnet. User was able to successfully complete registration for workspace.

ref: KB0021888

**********email chain**********
Step 1: Sign in https://workspace.canadalife.com/
Step 2: select Salesforce authenticator and hit continue



Step 3: It would prompt for a 2 word phrase


Step 4: Open the salesforce authenticator app and click add account, a 2 word phrase should generate



Steps 4: Put in the 2 word phrase and hit connect 


A success message should show up.",True,2025-12-19T17:29:19.000+0000,False,False,005OH00000BFQFHYA5,2025-12-19T16:21:42.000+0000,005OH00000BFQFHYA5,2025-12-19T17:29:19.000+0000,005OH00000BFQFHYA5,2025-12-19T17:29:19.000+0000,(613)236-9101,613-,dscrivens@scrivens.ca,(613)236-0856,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5CiSYAU,False,,24675011,003G0000018f7rHIAQ,0010A000002wPxhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,how do I set up the 2FA for Workplace login on my new phone?,Medium,"***DDS*** 12/19/25
Name: 	Tanis Robertson

Hello Tanis,

Thank you for contacting the Workspace support group regarding MFA.

Im showing that you have successfully logged into your Advisor Solutions Workspace.   Please advise if you are still needing assistance with your MFA? 

If you are, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Robertson, Tanis <tanis.robertson@assante.com> 
Sent: December 19, 2025 11:46 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] New Phone -- how do I set up the 2FA for Workplace login on my new phone?

It seems to want a QR code to scan? Thanks, Tanis Robertson, B. Comm. , CFP, CLU, CIM® Senior Wealth Advisor Mallard Wealth Advisors | Assante Financial Management Ltd. Suite 600 Princeton Towers | 123 - 2nd Avenue S. Saskatoon SK S7K 7E6 Phone
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
It seems to want a QR code to scan?

Thanks,

 
Tanis Robertson, B.Comm., CFP, CLU, CIM®
Senior Wealth Advisor
 
Mallard Wealth Advisors | Assante Financial Management Ltd.
Suite 600 Princeton Towers | 123 - 2nd Avenue S.
Saskatoon SK  S7K 7E6
Phone 306.934.6011 | Toll Free  1.888.440.7787
www.mallardwealth.ca",True,2025-12-19T17:47:16.000+0000,False,False,005OH00000BGeeHYAT,2025-12-19T17:47:16.000+0000,005OH00000BGeeHYAT,2025-12-19T17:53:09.000+0000,005OH00000BGeeHYAT,2025-12-19T17:53:09.000+0000,(306)934-6011,(306) 227-4732,trobertson@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5D3LYAU,False,,24668407,003G0000018f7UNIAY,0010A000002wPakQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Needed help accessing MGA account,Medium,"•	Reason for call: Needs help accessing MGA account
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: n/a
•	Email correspondence: n/a
•	Source of triage (e.g., “As per KBA001234”): Identification

User lost access to her computer during call. Could not proceed, she will callback when she gains access again.",True,2025-12-19T16:11:26.000+0000,False,False,005OH00000BFQFGYA5,2025-12-19T15:56:05.000+0000,005OH00000BFQFGYA5,2025-12-19T16:11:26.000+0000,005OH00000BFQFGYA5,2025-12-19T16:11:26.000+0000,(613) 782-1104,(613) 558-9101,dscrivens@scrivens.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5EIjYAM,False,,24667360,0035o000007WVK8AAO,0015o000008D00wAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue report,Medium,"*** DDS 22DEC2025 ***
emailed CIS to merge, CIS completed, advised user

*** DDS Dec 19th, 2025 ***
User requested a merge between 5 accounts with same company name. Escalated to L2.
==============
Hello leaders,
 
Here is a merge issue escalation for a Same Company merge request based on KB0016004.
 
Contact info:
Contact: Emily Lonie
Email: emily@makeaplanfinancial.ca
Case number: 24667360
 
Merge info:
Company name: Jockbrae Farms Ltd
Policy #'s: 60375881T, 60348593T, 69082414T, 69088765T, 69084546T
Company: Canada Life
CIS Client ID’s: 8354920574, 5517033254, 6413048016, 3864694494, 0757788306
URL1: https://workspace.canadalife.com/workspace/s/account/001OH00000bst2nYAA/jockbrae-farms-limited
URL2: https://workspace.canadalife.com/workspace/s/account/001OH00000XDz64YAD/jockbrae-farms-ltd
URL3: https://workspace.canadalife.com/workspace/s/account/001OH00000fN0fkYAC/jockbrae-farms-ltd
URL4: https://workspace.canadalife.com/workspace/s/account/001OH00000fN6Wu/jockbrae-farms-ltd
URL5: https://workspace.canadalife.com/workspace/s/account/001OH00000fNBoGYAW/jockbrae-farms-ltd 
Thank you,


Martin Gallois
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
E: martin.gallois@canadalife.com

------------------------EMAIL:

Hello Emily,

Thank you for providing those details. I’ve amended the user’s accounts in our system; you should find that the accounts merge automatically in 2-4 business days. If they haven’t merged after that time, please reach out and I’ll investigate further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
-------------------------------------------------
Hello Emily,

Thank you for providing those details. I’ve amended the user’s accounts in our system; you should find that the accounts merge automatically in 2-4 business days. If they haven’t merged after that time, please reach out and I’ll investigate further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Emily Lonie <emily@makeaplanfinancial.ca> 
Sent: December 10, 2025 6:47 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Lonie, Cathy <cathy@makeaplanfinancial.ca>
Subject: [EXT] RE: Duplicate entries in Workspace - C24667360

I have attached a spreadsheet with the URLs for the multiple entries. These are all the same company and should all be combined. The correct address for the company is 442 9th Line, Carleton Place ON, K7C 0V9. Please let me know if you need
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
I have attached a spreadsheet with the URLs for the multiple entries. These are all the same company and should all be combined. The correct address for the company is 442 9th Line, Carleton Place ON, K7C 0V9. 

Please let me know if you need any more information to combine the five entries. 

Thanks,
Emily



  	Emily Lonie
Investments & Insurance Broker
emily@makeaplanfinancial.ca 
778-870-4137
www.makeaplanfinancial.ca


 
 
 
------------------------------------

All done






By replying to this request, any personal information provided will be used to provide you with products and services.   To learn about our personal information policies and practices, visit Canada.life.com/privacy.   


Chantelle Beauchamp 
Customer Data Techinician  |  Individual Wealth & Insurance Solutions
Absences: Dec 29th - 31st, and Jan 1st - 2nd 
Chantelle.Beauchamp@canadalife.com  |

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 22, 2025 11:57 AM
To: Client Information System Support <ClientInformationSystem.Support@canadalife.com>
Subject: FW: Duplicate entries in Workspace - 24667360

Hello CIS team!

Can you please merge the following five CL accounts?

Corporate name: JOCKBRAE FARMS LTD
Policy #'s: 60375881T, 69082414T, 69088765T, 69084546T, 60348593T
CIS client ID’s: 8354920574, 6413048016, 3864694494, 0757788306, 5517033254

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Thank you! 😊 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T19:11:38.000+0000,False,False,005OH000006wv2TYAQ,2025-12-19T15:36:33.000+0000,005OH00000AbJ7aYAF,2025-12-22T19:11:39.000+0000,005OH000006wv2TYAQ,2025-12-22T19:11:39.000+0000,(778)870-4137,,emily@makeaplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5HRvYAM,False,,24668472,0030A000008CLTaQAO,0010A00000955cDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: KRYSTYN SCHILLING 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: C8943
PHONE: 17057459462 
EMAIL: krystyn@schillingfinancial.ca 
 
ISSUE: 
 user does not have access to previous MFA
 
AUTHENTICATION (If Required):
 KB0020738  - authentciated user as a MGA advisor
Passed authentication
 
FINDINGS:
I would need to disconnect the old one and work to set up the new authenticator. 
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and disconnected old authenticator
Advised user to log in again.
User was able to successfully set up authenticator again.
Succesfully logged in. 
 
EMAIL:
 
--------------------------------------***DDS DEC/19/2025***--------------------------
Hello Krystyn,
 
Thank you for contacting Workspace Support about setting up your multi-factor authenticator.
 
On the call today, I disconnected your old authenticator to give you access to set up the authenticator again on your device. You were able to successfully set this up and log into your account.
 
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-19T16:05:59.000+0000,False,False,005OH00000BGf2TYAT,2025-12-19T15:57:21.000+0000,005OH00000BGf2TYAT,2025-12-19T16:05:59.000+0000,005OH00000BGf2TYAT,2025-12-19T16:05:59.000+0000,(705)745-9462,(705) 745-9462,krystyn@schillingfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5K1aYAE,False,,24668605,003G0000018f7O8IAI,0010A000002wPUZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't open secure email,Medium,"Caller Name: Graham Kehoe
Advisor or support staff: Advisor 
Advisor Code: F2131. 21600
Advisor Name: Graham Kehoe	
Phone: 
Email: graham@kehoefinancial.ca		
Siebel verification: N/A
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: N/A
Issue: Trying to open a secure email from CL today. getting a message saying credentials not valid. Reset the password and still can't access the email. 
account locked now. It goes to Proofpoint encryption.

FINDINGS: found KB0023166
Called Assist desk/spoke to Kevin. if it was Workspace, we don't sent encrypted emails. if it was WRS, then this kb applies/and I can reach out to WRS team for assistance as well.
Clarified the email is from a customer service rep at CL Barb Guiness.

RESOLUTION: Warm xfer to 1-888-252-1847 Client services/advisor support

--------------------------------------***DDS  12/19/2025***--------------------------
Hello Graham,

Thank you for contacting Workspace Support regarding a secure email but not being able to access it. 

As discussed, you received the secure email from Canada Life today and when trying to access, you’re taken to Proof Point Encryption to enter your email/password however the password you had didn’t work, you’ve attempted to reset the password without luck.

I’m sorry I could not assist you with unlocking or resetting the password to view your encrypted email received from a Canada Life representative not from the Workspace team.

The team to best assist you with this is the Advisor Support services,  1-888-252-1847. I was able to connect you with the team and transfer your call to get further assistance, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-19T16:13:22.000+0000,False,False,005OH00000AUS7aYAH,2025-12-19T15:59:49.000+0000,005OH00000AUS7aYAH,2025-12-19T16:29:36.000+0000,005OH00000AUS7aYAH,2025-12-19T16:29:36.000+0000,(250)753-9955,(250) 751-9080,graham@kehoefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5K6WYAU,False,,24674364,0030A0000029co5QAA,0010A000002w1QJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Successor Holder,Medium,"***DDS*** 12/19/25
Name: 	IVAN TAM
Phone: 
Agent code: B9467

Hello Nicole, 

Thank you for contacting the Workspace support group regarding Successor Holder.

I can confirm both Policies 410696298 and 410691661 has an active Successor Holder assigned.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: White, Shelly <Shelly.White@canadalife.com> 
Sent: December 18, 2025 1:10 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Nicole Luc <nicole.luc@openconceptfg.com>
Subject: FW: [EXT] Canada Life Successor Holder Update


Hello:

Please investigate and ensure the successor holders are uploaded to Workspace. I have confirmed they are on system.

Daniel Amin   410696298
Winnie Wai Yee Yan   410691661


Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Nicole Luc <nicole.luc@openconceptfg.com> 
Sent: December 18, 2025 1:05 PM
To: White, Shelly <Shelly.White@canadalife.com>
Subject: Re: [EXT] Canada Life Successor Holder Update

Hi Shelly, Could you also check if these 2 clients got their successor holder updated online as well please. Daniel Amin 410696298 Winnie Wai Yee Yan 410691661 Thank you! Nicole Luc Client Relations Open Concept Financial Group openconceptfg. com
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Shelly,

Could you also check if these 2 clients got their successor holder updated online as well please.

Daniel Amin   410696298
Winnie Wai Yee Yan   410691661

Thank you!

Nicole Luc             
Client Relations
Open Concept Financial Group          

 

		 	openconceptfg.com

 	Nicole.Luc@openconceptfg.com

 	647-502-1869

 	3100 Steeles Ave E #802, Markham ON L3R 8T3




On Wed, Dec 17, 2025 at 12:53 PM White, Shelly <Shelly.White@canadalife.com> wrote:
 
Hi Nicole
 
Can you clarify what the enquiry is?
 
I can confirm that all the policies listed below have a Successor Holder designated on the policy.
 
Thank you
 
 
 
By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy
 
Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com
 
 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
________________________________________
From: Nicole Luc <nicole.luc@openconceptfg.com>
Sent: Tuesday, December 16, 2025 4:49:54 PM (UTC-05:00) Eastern Time (US & Canada)
To: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Cc: Crystal Yeung <crystal.yeung@meritrust.ca>
Subject: Re: [EXT] Canada Life Successor Holder Update
Hi there, To clarify we are looking into these accounts specifically as the other ones are yet to be submitted on our end. Billy [Chi Chung Billy] Hau 90175359 Darren Tai Chiu Fung 90205566 Jackie Kwok Wai Lee 90186730 Delros Hei Lam Fung 410922264
Hi there,
 
To clarify we are looking into these accounts specifically as the other ones are yet to be submitted on our end.

Billy [Chi Chung Billy] Hau   90175359
Darren Tai Chiu Fung    90205566
Jackie Kwok Wai Lee   90186730
Delros Hei Lam Fung   410922264
 
Sorry for the miscommunication and thank you!
 
Best,
 
Nicole Luc             
Client Relations
Open Concept Financial Group          

 

		 	openconceptfg.com

 	Nicole.Luc@openconceptfg.com

 	647-502-1869

 	3100 Steeles Ave E #802, Markham ON L3R 8T3",True,2025-12-19T17:36:05.000+0000,False,False,005OH00000BGeeHYAT,2025-12-19T17:36:05.000+0000,005OH00000BGeeHYAT,2025-12-19T17:36:05.000+0000,005OH00000BGeeHYAT,2025-12-19T17:36:05.000+0000,(905)307-8999,(647) 293-5768,ivan.tam@meritrust.ca,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5KMXYA2,False,,24668499,003OH00000NhKO5YAN,001OH00000SmmNGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T15:57:54.000+0000,False,False,005G0000002gxxjIAA,2025-12-19T15:57:54.000+0000,005G0000002gxxjIAA,2025-12-19T15:57:54.000+0000,005G0000002gxxjIAA,2025-12-19T15:57:54.000+0000,(514)426-0886,(514) 967-5245,olivia.marleau@iggpp.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5KZVYA2,False,,24675250,003OH00000M91LJYAZ,001OH00000QuxBZYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace login issue,Medium,"ROGER JAMES WILSON

Advisor needed assistance with workspace login. They didn't remember password and having issues with authenticator app. after authentication, password reset email sent and extension added to google chrome.

Hello roger,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, you needed assistance with workspace login. You shared your screen with me. You didn’t remember your password. After authentication, I sent you a password reset email. You could not find authenticator in your phone. I remove the MFA and help you to setup authenticator extension in google chrome. You were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T18:26:53.000+0000,False,False,005OH00000BFiyTYAT,2025-12-19T17:51:23.000+0000,005OH00000BFiyTYAT,2025-12-19T18:26:53.000+0000,005OH00000BFiyTYAT,2025-12-19T18:26:53.000+0000,(204)771-8683,,rwilson.cs511@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5KpbYAE,False,,24669253,0030A0000029h20QAA,0010A000002w4yTQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Address update,Medium,"Morgan hanson ASA needed assistance with address update. They were not able to complete through workspace. They are advised to contact client services centre for address update.

Hello Morgan,

Thank you for calling workspace support team. 

In our today’s call, you needed assistance with address update. You could not complete the change through workspace. Please contact client services centre at 1-888-724-3680 for assistance. They will be updating the address on all the systems.

  I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T16:23:33.000+0000,False,False,005OH00000BFiyTYAT,2025-12-19T16:10:57.000+0000,005OH00000BFiyTYAT,2025-12-19T16:30:11.000+0000,005OH00000BFiyTYAT,2025-12-19T16:30:11.000+0000,(514)856-8989,,,(514)856-8699,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5L8zYAE,False,,24669778,003OH00000PaHVUYA3,001OH00000V80hFYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Merge,Medium,"user has question id duplicate account can be merge in workspace.
KB0020913
responded with how to request merge if prompt not showing.
email===============================================
Hello  Andrew,

Thank you for reaching out to Workspace Support regarding the merging of client accounts.

Responding to your question, yes duplicate account for the same client can be merge on workspace usually if there is no discrepancy between the account shoud see a merge prompt on to of the client account asking for duplicate to be merge.

If this is not showing on Workspace then you would need to submit a merge request with the client account details.

You can find the report merge issue tab on your overview page under other tools and platform.

 

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
   




From: Andrew Letterio <andrew@jfginc.com> 
Sent: December 10, 2025 10:13 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] merging profiles

Hi,   I have two clients, both clients hold wealth and insurance with me. Each have two profiles through workspace. Can your team merge the duplicate profiles.   Grant Moffatt   Beverly Cassidy-Moffatt   Andrew Letterio, CIM® Associate Advisor |
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,
 
I have two clients, both clients hold wealth and insurance with me. Each have two profiles through workspace. Can your team merge the duplicate profiles. 
 
Grant Moffatt 
 
Beverly Cassidy-Moffatt
 
Andrew Letterio, CIM®
Associate Advisor | Investment Representative
Johnson Financial Group Inc.
Quadrus Investment Services Ltd. 
6-235 Industrial Parkway South 
Aurora, ON L4G 3V5
 
Cell: 289-338-5930",True,2025-12-19T17:20:22.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-19T16:19:25.000+0000,005OH00000AZ3ZxYAL,2025-12-19T17:20:23.000+0000,005OH00000AZ3ZxYAL,2025-12-19T17:20:23.000+0000,(289)338-5930,,andrew@jfginc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5M9qYAE,False,,24670509,003G0000018f75TIAQ,0010A000002wP8nQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,"**EMAIL**

Hi Darren,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
R6P7YJK3ER

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Darren,

Please find the attached file of the requested PAC AWD Summary Report on Investment Centre (Nominee only). A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hi, 

Report Q503 PAC AWD Summary Report KOOLE, D 9917-22597 is available now in the ad-hoc folder. 

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: December 18, 2025 3:39 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID339

Item ID339 has been added Chen, Carmen 12/18/2025 2: 38 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID339 has been added
		
 
Chen, Carmen
12/18/2025 2:38 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report 

Column Requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-22597 

Column and data filer requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-22597 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/22/2025 

Requestor Name and Organization :	DARREN W KOOLE, darren@balancewealth.ca 


MI Specialist:	

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-22597 

Advisor Name:	DARREN W KOOLE 

Dealer Code:	9917-22597 

Rep Code as it appears in Unitrax:	9917-22597 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist



Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Darren W Koole
Code: 22597

Please email it to darren@balancewealth.ca",True,2025-12-19T16:31:12.000+0000,False,False,005OH0000071DK9YAM,2025-12-19T16:31:12.000+0000,005OH0000071DK9YAM,2025-12-19T16:31:12.000+0000,005OH0000071DK9YAM,2025-12-19T16:31:12.000+0000,(519)351-0101,,darren@balancewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5MBRYA2,False,,24668856,003G0000018f6QcIAI,0010A000002wOMyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,RIFF,Medium,"***DDS*** 12/19/25
Name: MICHAEL G STEWART
Phone: 
Agent code: 
Reference: Direct Advisor Support Paths (formerly ADSL) + Call assist

Hello Ethan,

Thank you for contacting the Workspace support group regarding RIFF.

Workspace support does not have Investment Center visibility on this, for any process or status-related questions we nomally refer advisors to speak with their Quadrus Advisor Service Representative (ASR).

The ASR for Mike would be Sam Diop email: sam.diop@canadalife.com  or the ASR direct line: 1-888-532-3322

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lewis, Ethan <ethan.lewis@canadalife.com> 
Sent: December 18, 2025 11:09 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Ogunsakin, Bunmi <Bunmi.Ogunsakin@canadalife.com>
Subject: FW: RRIF

Good afternoon,

Just wanted to see if you would have any capabilities to see if this was all successfully done by Mike. Let me know if there is any further information needed.

Best,

Ethan Lewis 
Regional Sales Associate, Wealth Management
Ph: +1 403-777-5851 | E: ethan.lewis@canadalife.com
 

From: Mike Stewart <Mike.Stewart@ubboss.ca> 
Sent: December 17, 2025 5:09 PM
To: Ogunsakin, Bunmi <Bunmi.Ogunsakin@canadalife.com>
Cc: Lewis, Ethan <ethan.lewis@canadalife.com>
Subject: [EXT] RE: RRIF

Hi Bunmi, thanks for you help on this. I see that you copied Ethan on the message so I have copied him again on this message. We sent the app and complex cover sheet in on workspace today. Ethan if you are in the administration end, could you
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Bunmi, thanks for you help on this.  I see that you copied Ethan on the message so I have copied him again on this message.  We sent the app and complex cover sheet in on workspace today.  Ethan if you are in the administration end, could you have a look for it.  We sent it in as a document and not as a new application…hope that does not create a problem.  Also we set up the account in Investment Centre.  There is no T2033, along with it, but I feel like there should be a government transfer form in the process.

Hopefully tomorrow we can chat to make sure we have this sorted out correctly.

Thank you for your help!
Sincerely,

Mike Stewart 

From: Ogunsakin, Bunmi <Bunmi.Ogunsakin@canadalife.com> 
Sent: Tuesday, December 16, 2025 4:34 PM
To: Mike Stewart <Mike.Stewart@ubboss.ca>
Cc: Lewis, Ethan <ethan.lewis@canadalife.com>
Subject: RE: RRIF

Hi Mike,

This fund is available as a RRIF. 
In this case, it is still the same fund, and the fund code is CLGA040A.

You just need a new application for the RRIF contract, so I have attached the application fund here.

Thanks!
Bunmi Ogunsakin (She/Her)
Regional Sales Representative | Wealth Management
Bunmi.Ogunsakin@canadalife.com  | +1 519-435-4866

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Mike Stewart <Mike.Stewart@ubboss.ca> 
Sent: December 16, 2025 12:05 PM
To: Ogunsakin, Bunmi <Bunmi.Ogunsakin@canadalife.com>
Subject: [EXT] RRIF

Hello Bunmi, a client of mine has money that is currently in a Canada Life RRSP. I want to move it into the attached fund as a RRIF. Do you know if this fund is available as a RRIF and if so, can you tell me what the RRIF fund code is? Thanks!!

Hello Bunmi, a client of mine has money that is currently in a Canada Life RRSP.  I want to move it into the attached fund as a RRIF.

Do you know if this fund is available as a RRIF and if so, can you tell me what the RRIF fund code is?

Thanks!!

  	Mike Stewart  BA, CFP, CLU, ChFC 
Financial Planner, Business Owner Strategic Solutions
Investment Representative, Investia
 
Phone 780-721-1910  
Web www.ubboss.ca  Email mike@ubboss.ca 
80 Sunset Way, Priddis Greens, AB  T0L 1W3",True,2025-12-19T16:04:05.000+0000,False,False,005OH00000BGeeHYAT,2025-12-19T16:04:05.000+0000,005OH00000BGeeHYAT,2025-12-19T18:30:22.000+0000,005OH00000BGeeHYAT,2025-12-19T18:30:22.000+0000,(780)932-1463,(780) 932-1463,mike.stewart@ubboss.ca,(780)434-5841,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5OLOYA2,False,,24672186,003OH00000HmbA1YAJ,001OH00000LsRgjYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,acknowledgment of policy,Medium,"***DDS*** 12/19/25
Name: Josh Bryant
Phone: 306-630-9275
Agent code: H8985

Advisor is asking for acknowledgment of policy request that he said his MGA is requesting to send to Canada Life?
Asked if he submit an Email to clworkspacesupport@canadalife.com and forward the email from the MGA so we can understand what they are asking as this request is unclear.
Josh said he will do that.

Email: Hello Josh, 

Thank you for contacting the Workspace support group today regarding acknowledgment of policy request from your MGA.

As discussed please submit an email to clworkspacesupport@canadalife.com and forward the email from your MGA so we have a better understanding of the request.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-12-23T17:07:48.000+0000,False,False,005OH00000BGeeHYAT,2025-12-19T16:58:49.000+0000,005OH00000BGeeHYAT,2025-12-23T17:07:48.000+0000,005OH00000BGeeHYAT,2025-12-23T17:07:48.000+0000,(306)630-9275,,jbryant@peakgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5OQFYA2,False,,24684627,0030A0000029VHAQA2,0010A000002vvEDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access For New Business WebApp,Medium,"***DDS*** 12/19/25
Name: DAVID BULINCKX",True,2025-12-19T20:28:49.000+0000,False,False,005OH00000BGeeHYAT,2025-12-19T20:28:49.000+0000,005OH00000BGeeHYAT,2025-12-19T20:28:50.000+0000,005OH00000BGeeHYAT,2025-12-19T20:28:50.000+0000,(250)727-7197X229,(250) 882-7231,david@lifeplangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5OrZYAU,False,,24669486,0030A0000029UuVQAU,0010A000002vuxUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T16:14:42.000+0000,False,False,005G0000002gxxjIAA,2025-12-19T16:14:42.000+0000,005G0000002gxxjIAA,2025-12-19T16:14:42.000+0000,005G0000002gxxjIAA,2025-12-19T16:14:42.000+0000,(450)464-1567,(514) 238-3994,gilles.cardinal@videotron.ca,(450)773-2676,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5Q2FYAU,False,,24672959,003OH00000Ye0FTYAZ,001OH00000hxHDoYAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Repnet  pw reset self service question,Medium,"*12/19*
----------------

pb416
registered and logged in, i have a question,
was wondering about the Repnet self service tool in Workspace, 
advised that's not something needing to be done unless you are having trouble with something else. 
advised it can be ignored till its needed and it's not a task

*email*
----------------
Good afternoon Nihar, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were logged into Workspace but wanted to know if the Repnet password reset tool was something that needed to be actioned. We advised it’s just for fixing an issue with your Repnet login. If you are not having issues with that ID then it can be safely ignored. If you have any questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T01:09:08.000+0000,False,False,005OH000008919xYAA,2025-12-19T17:11:53.000+0000,005OH000008919xYAA,2025-12-20T01:09:08.000+0000,005OH000008919xYAA,2025-12-20T01:09:08.000+0000,(437)971-1729,,ajmera.nihar@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5QOmYAM,False,,24674422,0030A00000BtSCIQA3,0010A00000CU4s7QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,KYC,Medium,left message,True,2025-12-19T17:40:10.000+0000,False,False,005OH000006uYrkYAE,2025-12-19T17:37:16.000+0000,005OH000006uYrkYAE,2025-12-19T17:40:11.000+0000,005OH000006uYrkYAE,2025-12-19T17:40:11.000+0000,(416)209-7448,(416) 209-7448,soraia@fernandesandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5QevYAE,False,,24673706,0030A0000029hIEQAY,0010A000002w5DPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T17:24:29.000+0000,False,False,005OH000007fgYjYAI,2025-12-19T17:24:29.000+0000,005OH000007fgYjYAI,2025-12-19T17:24:29.000+0000,005OH000007fgYjYAI,2025-12-19T17:24:29.000+0000,(514)910-6779,(514)910-6779,eric@ericberube.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5QjjYAE,False,,24674209,0030A0000029bqsQAA,0010A000002w0hZQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User is getting an error asking to add a 18 years old insured in a Simple Protect application,Medium,"User is getting an error asking to add a 18 years old insured in a Simple Protect application

The advisor reported an error message when attempting to add an insured who is 2 years old to a Simple Protect application. Upon review, I confirmed that juvenile applications require an adult policyowner when the applicant is between 0 and 15 years old (0 to 17 years old in Quebec). I advised the advisor to verify this requirement with their Regional Sales Associate (RSA) and seek assistance in completing the application. If the RSA is unable to resolve the issue and it appears to be a technical problem, the advisor was instructed to email our team so we can assign the case to the appropriate team for investigation.

======================emails======================
Bonjour Jean-Philippe, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Lorsqu’une proposition SimplementProtégé concerne un assuré âgé de 0 à 15 ans (0 à 17 ans au Québec), elle doit obligatoirement avoir un propriétaire adulte.

Veuillez vérifier avec votre Associé régional des ventes si cette règle est la cause du message d’erreur et obtenir son aide pour compléter la proposition.

Si votre Associé régional des ventes n’est pas en mesure de finaliser la proposition et qu’il s’agit d’un problème technique, veuillez nous envoyer un courriel. Nous assignerons votre dossier à l’équipe appropriée pour qu’elle enquête sur cette erreur. 

Si vous ne connaissez pas le nom de votre Associé(e) régional(e) des ventes, vous pourrez trouver leurs coordonnées à la page 5 de ce document pdf en fichier joint. 

Bonne journée!  

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 





From: Lauzon, Jean-Philippe <Jean-Philippe.Lauzon@IG.ca> 
Sent: Wednesday, December 17, 2025 9:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: **** Problème à envoyer proposition RUSH AVANT NOËL ****

Bonsoir, J’ai un problème à soumettre une VEAP pour laquelle la maman est l’unique propriétaire et son fils de 2 ans est l’assuré. Je ne comprends pas pourquoi Simplement Protégé refuse ma demande. Merci de m’aider rapidement. Au plaisir. Mon
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Bonsoir,

J’ai un problème à soumettre une VEAP pour laquelle la maman est l’unique propriétaire et son fils de 2 ans est l’assuré.

Je ne comprends pas pourquoi Simplement Protégé refuse ma demande.

Merci de m’aider rapidement.

Au plaisir.

Mon code conseiller Canada-Vie est B-1886 si vous souhaitez consulter ma plateforme en ligne.


Jean-Philippe Lauzon, Pl.Fin.
« Humanisez vos finances »

 
 

Planificateur financier pour l’équipe Lauzon & Jubinville
Gestionnaire de division, Représentant en épargne collective, Conseiller en sécurité financière
1100, René-Lévesque, Drummondville (QC) J2C 5W4
Cellulaire : 819-818-9487 / Courriel : Jean-philippe.lauzon@ig.ca 
IG Gestion de patrimoine Inc., cabinet en planification financière
Division des fonds communs de placement

 

Cliquez ici pour prendre rendez-vous            

Les informations dans ce courriel sont confidentielles, il vous est interdit de transmettre, reproduire ou divulguer toutes informations se trouvant dans ce courriel. Si vous n’êtes pas le destinataire, nous vous prions de le supprimer en totalité et de nous aviser le plus rapidement possible au 819-818-9487.",True,2025-12-19T17:33:32.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T17:33:32.000+0000,0055o000001zVCKAA2,2025-12-19T21:38:46.000+0000,0055o000001zVCKAA2,2025-12-19T21:38:46.000+0000,(819)478-7419,819-818-9487,jean-philippe.lauzon@ig.ca,(819)478-1092,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5RpUYAU,False,,24672502,003G0000018f6ZlIAI,0010A000002wOXAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T17:04:06.000+0000,False,False,005OH00000245ROYAY,2025-12-19T17:04:06.000+0000,005OH00000245ROYAY,2025-12-19T17:04:07.000+0000,005OH00000245ROYAY,2025-12-19T17:04:07.000+0000,(705)746-8743,(705) 746-0256,kevin@rockwaterwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245ROYAY,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5S7CYAU,False,,24670120,0030A0000029mDGQAY,0010A000002w9DIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: VYTAS VALAITIS 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 23484
PHONE: +19055160740 
EMAIL: vvalaitis@assante.com 
 
ISSUE: 
User is trying to log into your account 
ERR W1281

 
FINDINGS:
User does not have a workspace account
They were mixing up the registration for user id
 
TROUBLESHOOTING/RESOLUTION:
Advised user to register.
User was able to complete registration and log in.

 
EMAIL:
 
--------------------------------------***DDS DEC/19/2025***--------------------------   
Hello Vytas,
 
Thank you for contacting Workspace Support about accessing your Workspace account.
 
On the call today, we determined that you did not yet have a workspace account so you would need to register to access workspace. We walked through the registration process together which gave you access to your account.
 
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-19T16:34:41.000+0000,False,False,005OH00000BGf2TYAT,2025-12-19T16:25:02.000+0000,005OH00000BGf2TYAT,2025-12-19T16:34:41.000+0000,005OH00000BGf2TYAT,2025-12-19T16:34:41.000+0000,(905)526-0485,,vvalaitis@assante.com,(905)526-8277,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5SNOYA2,False,,24678251,0030A0000029jIHQAY,0010A000002w6psQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simpleprotect application inquiry-,Medium,"*************DDS********* 12/19/2025
User needed assistance with simpleprotect application as client wanted cash on delivery but application was asking for payment information. Application number: 609273917. DDS referred user to right support for next steps and guides on how to proceed per assist. 

KB0021631


**************EMAIL CHAIN**************
Hello Jason, 

     It was a pleasure assisting you today. Regarding the simpleprotect application, you can review this guide for the “how to’s” https://www.acp.canadalife.com/more/technology/new-business-webapp.html. Once the application is sent to a client, there is no way to make edits to it. The next step would be to start all over or proceed as it is and reach out to client services at 1-888-252-1847 once approved to makes updates retroactively. You can also reach your RSA, Melinda Bascoguin at melinda.bascoguin@canadalife.com or 604-331-2465 for more guides on how to proceed around the inquiry. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T19:04:18.000+0000,False,False,005OH00000BFQFHYA5,2025-12-19T18:40:58.000+0000,005OH00000BFQFHYA5,2025-12-19T19:04:18.000+0000,005OH00000BFQFHYA5,2025-12-19T19:04:18.000+0000,(604)637-1137,,jason@lionsgatepwc.com,(236)326-6531,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5SSGYA2,False,,24674287,0030A0000029mU4QAI,0010A000002w9TdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,NB how to,Medium,"*12/19*
----------------
35237
having trouble submitting a non face to face application, i cannot submit, advisor report, 
sounds like setting preferences
confirmed preferences, 
application had some ! symbols on the navigation bar, 
we went back and had the advisor enter the information. and now they are green check marks
advisor was able to submit the application
provided NB coordinator contact and RSA contact information, saved PDF files to users PC. 
*email*
----------------
Good afternoon Bogdan

Thank you for contacting the Workspace Support Team with your inquiry. 

You had some issues in your NB web app that were preventing you from completing the application. We were able to guide you to the sections with a red ! and had you re-enter/verify the information, this turned those sections into green check marks. After this was done, you were able to successfully submit your application. You had some additional how to questions that were outside of what we know at Workspace Support, so we referred you to your New Business Coordinator and your RSA for when you had questions about Simple Protect, we helped you save the information to your pc locally. If you have any questions or concerns, please reply to this email

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T01:05:25.000+0000,False,False,005OH000008919xYAA,2025-12-19T17:34:53.000+0000,005OH000008919xYAA,2025-12-20T01:05:26.000+0000,005OH000008919xYAA,2025-12-20T01:05:26.000+0000,(416)821-6497,,bogdan@bellnet.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5T9mYAE,False,,24673917,0030A0000029njwQAA,0010A000002wAYtQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Forgot user ID,Medium,"MARC BISSONNETTE
Advisor needed assistance with workspace registration. They don't remember User Id. They are advised to contact distribution methodology team.

Hello Marc,

Thank you for calling workspace support team. I am so happy to assist with your inquiry today.

In our today’s call, you needed assistance with workspace registration. After authentication, we tried to retrieve your user Id from RepNet website. You did receive an email, but the link was not working. Please contact Distribution Methodology ( Distribution_Methodology@canadalife.com ) who can provide you User ID. If you need further assistance, please reach out to us.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T17:43:24.000+0000,False,False,005OH00000BFiyTYAT,2025-12-19T17:28:18.000+0000,005OH00000BFiyTYAT,2025-12-19T17:43:24.000+0000,005OH00000BFiyTYAT,2025-12-19T17:43:24.000+0000,(514)426-0886,514-290-0886,marc.bissonnette@ig.ca,(514)426-0657,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5Uk7YAE,False,,24671062,003G0000018f6eVIAQ,0010A000002wOcXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"NAME: MICHAEL WASHBURN 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: 08875
PHONE: +15064297136 
EMAIL: mike@chamberlainwealth.com 
 
ISSUE: 
User is trying to access their workspace account.
DUPLISEA
9848834-0
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User would need to reset their password through the site 
 
TROUBLESHOOTING/RESOLUTION:
Advised user to navigate to workspace and reset  the password.
Connect to user through logmein session
Directed them to reset their password
 
EMAIL:
 
--------------------------------------***DDS DEC/19/2025***--------------------------
Hello Mike,
 
Thank you for contacting Workspace Support about Workspace access.
 
On the call today, I connected with you through a LogMeIn session to assist you with resetting your password. We were able to complete resetting your password to give you access to your account again. In the future please use your email and password you created today to log into your account and then authenticate your log in with your authenticator app on your phone.
 
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-19T16:58:52.000+0000,False,False,005OH00000BGf2TYAT,2025-12-19T16:39:41.000+0000,005OH00000BGf2TYAT,2025-12-19T16:58:53.000+0000,005OH00000BGf2TYAT,2025-12-19T16:58:53.000+0000,(506)457-5524,(506) 470-5193,mike@washburn.solutions,(506)474-1896,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5YfgYAE,False,,24673428,003G0000018f7V8IAI,0010A000002wPc4QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Linking MGA account to Advice Canada - INC1937967 /  24528454,Medium,"***DDS Dec.19/2025***
User was having issues linking her MGA account to Advise Canada, performed a logmein session to further troubleshoot the issue and tried to follow KB0022589, reached out to the assist line and concluded this had to be escalated to DAS, completed warm transfer to L2.

REF KB: KB0022589",True,2025-12-19T17:55:26.000+0000,False,False,005OH00000BFQFBYA5,2025-12-19T17:19:35.000+0000,005OH00000BFQFBYA5,2025-12-19T17:55:26.000+0000,005OH00000BFQFBYA5,2025-12-19T17:55:26.000+0000,(613) 824-8335 x 236,,mavis@palladiuminsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5dU5YAI,False,,24674845,003G0000018f75rIAA,0010A000002wP9BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Document Upload in DTC,Medium,"***DDS SL Dec 19 2025***
Raised to Workspace Escalations 
User unable to complete document upload in DTC 
We were able to determine the document size is too large (dimensions not letter size) 
User will need to make this change in Adobe 

===Email Chain===

Good afternoon Robert, 

This is Kevin, Service Leader from the Canada Life Workspace Support team, reaching out regarding the conversion that has been unbale to accept the uploaded documents in Workspace. 
We are happy to assist you with this matter.

Upon our initial inspection, we do see that the physical dimension of the document is larger than what is able to be uploaded in Workspace. 
We see that the document is in Legal size and will need to be changed to Letter size (8.5 x 11 in) as this is the default size that Workspace is able to accept in an upload. 

This can be done through Adobe Acrobat reader.
Please note that we are not able to assist with changing the document ourselves as we do not have direct access to the required tools.  

Please let us know if you have any additional questions or require any further support. 

🔺If you could please spare 10 seconds and complete this survey, this will help me improve my ability to serve you in the future. All feedback is welcome and appreciated!

Thank you and have a great day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Good afternoon team, 

Thank you for contacting the Workspace Escalations team. We understand that Robert is experiencing an error when attempting to upload a document through the Conversion tool in Workspace. We are happy to assist you with this matter. 

Upon our initial inspection, we do see that the physical dimension of the document is larger than what is able to be uploaded in Workspace. 
We see that the document is in Legal size and will need to be changed to Letter size (8.5 x 11 in) as this is the default size that Workspace is able to accept in an upload. 

This can be done through Adobe Acrobat reader. 

Please let us know if you have any additional questions or require any further support. 
We will reach out to Robert directly to let them know of this required change momentarily. 

🔺If you could please spare 10 seconds and complete this survey, this will help me improve my ability to serve you in the future. All feedback is welcome and appreciated!

Thank you and have a great day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Meszaros, Michelle <Michelle.Meszaros@canadalife.com> 
Sent: December 19, 2025 12:11 PM
To: WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Cc: Leclair, Matthew <Matthew.Leclair@canadalife.com>; Klinkhamer, Justine <Justine.Klinkhamer@canadalife.com>; Murphy, Lindsay <Lindsay.Murphy@canadalife.com>
Subject: FW: CONVERSION Brunskill - client meeting today 7644635-0 B468108-4 
Importance: High

Hi Team, 

Can you take a look and see if you can assist the user with the PDF, or if there is a file size limit issue or other unknown issue open an INC and let Justine and Lindsay know the INC?

Warm Regards, 

Michelle

From: Klinkhamer, Justine <Justine.Klinkhamer@canadalife.com> 
Sent: December 19, 2025 12:07 PM
To: Meszaros, Michelle <Michelle.Meszaros@canadalife.com>
Cc: Murphy, Lindsay <Lindsay.Murphy@canadalife.com>
Subject: FW: CONVERSION Brunskill - client meeting today 7644635-0 B468108-4 
Importance: High

Hi Michelle, 

Are you able to obtain support for this case? 

Justine Klinkhamer (she/her) | Manager Insurance Product Delivery

From: Murphy, Lindsay <Lindsay.Murphy@canadalife.com> 
Sent: December 19, 2025 11:13 AM
To: Klinkhamer, Justine <Justine.Klinkhamer@canadalife.com>
Subject: Fw: CONVERSION Brunskill - client meeting today 7644635-0 B468108-4 

Can you raise with DDS 

Lindsay Murphy 
Director, Insurance Product Delivery
Insurance Solutions and Experience
Lindsay.murphy@canadalife.com
 
 

________________________________________
From: Robert Dewar <Rob@loftwmg.ca>
Sent: Friday, December 19, 2025 11:00:21 AM
To: Steenbergen, Maureen <Maureen.Steenbergen@canadalife.com>; Murphy, Lindsay <Lindsay.Murphy@canadalife.com>
Cc: Dewar, Rob (Loft Wealth Management Group) <rob@loftwmg.ca>
Subject: [EXT] RE: CONVERSION Brunskill - client meeting today 7644635-0 B468108-4 
 
Attached above is the pdf – I even saved it compact – still getting the message below …. All the best, Robert S. Dewar CFP, EPC Certified Financial Planner, Elder Planning Counselor Managing Partner, Loft Wealth Management
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Attached above is the pdf – I even saved it compact – still getting the message below ….
 
 
 
 
All the best, 
 
Robert S. Dewar CFP, EPC
Certified Financial Planner, Elder Planning Counselor
Managing Partner, Loft Wealth Management Group
180 Columbia St W., Suite 4B, Waterloo ON, N2L 3L3
Phone: 519-885-5177 Fax: 519-885-9803
 
Executive Associate Contact
Zoe Mossey, zoe@loftwmg.ca
Heather Dyer, heather@loftwmg.ca
Phone: 519-885-5177
 
  
 
Follow us on social!
         
 
From: Steenbergen, Maureen <Maureen.Steenbergen@canadalife.com> 
Sent: December 19, 2025 9:37 AM
To: Robert Dewar <Rob@loftwmg.ca>
Cc: Zoe Mossey <Zoe@loftwmg.ca>; Murphy, Lindsay <Lindsay.Murphy@canadalife.com>
Subject: RE: CONVERSION Brunskill - client meeting today 7644635-0 B468108-4 
 
Hi Rob,
 
I pass this feedback to our head office to look into. Here was there initial response:
 
This is not a known issue so thank you for flagging. My initial assumption is his file size is too large to upload. Would he be willing to share the PDFS so we can test?
 
Would you be able to forward the PDFs and they can test with them?
 
Thanks,
Maureen
 
Maureen Steenbergen (she/her), B.Journ, RHU
Regional Director, Independent Distribution, Ontario
Office – 519.963.4327
Cell – 519.859.7519
 
Canada Life Elevate is the best large case support in the industry. We have the largest regional wholesaling team, extensive national support and unparalleled large case underwriting teams with over 200 years of combined experience. Canada Life Elevate is here to help you win your next large case. Ask me how.
 
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Robert Dewar <Rob@loftwmg.ca> 
Sent: December 18, 2025 3:25 PM
To: Davis, Maria <Maria.Davis@canadalife.com>; Steenbergen, Maureen <Maureen.Steenbergen@canadalife.com>
Cc: Mossey, Zoe <zoe@loftwmg.ca>; Dewar, Rob (Loft Wealth Management Group) <rob@loftwmg.ca>
Subject: [EXT] RE: CONVERSION Brunskill - client meeting today 7644635-0 B468108-4 
 
Thank you very much for all the information. On another note, please pass on the fact that I’ve tried to use the electronic conversion option on all three of these policies and I can’t get by the “download the illustration”
 
Thank you very much for all the information.
 
On another note, please pass on the fact that I’ve tried to use the electronic conversion option on all three of these policies and I can’t get by the “download the illustration” portion.  The app just does not want to download the PDF illustration generated from Canada Life’s illustrator.
 
I’ll be sending in the 108 pages paper applications for the three policy conversions instead.
 
All the best, 
 
Robert S. Dewar CFP, EPC
Certified Financial Planner, Elder Planning Counselor
Managing Partner, Loft Wealth Management Group
180 Columbia St W., Suite 4B, Waterloo ON, N2L 3L3
Phone: 519-885-5177 Fax: 519-885-9803
 
Executive Associate Contact
Zoe Mossey, zoe@loftwmg.ca
Heather Dyer, heather@loftwmg.ca
Phone: 519-885-5177
 
  
 
Follow us on social!
         
 
From: Davis, Maria <Maria.Davis@canadalife.com> 
Sent: December 17, 2025 11:41 AM
To: Robert Dewar <Rob@loftwmg.ca>
Cc: Zoe Mossey <Zoe@loftwmg.ca>; Steenbergen, Maureen <Maureen.Steenbergen@canadalife.com>
Subject: FW: CONVERSION Brunskill - client meeting today 7644635-0 B468108-4 
 
Hi Rob
 
See below from client service.
 
Thank you!
 
Upcoming Absences:
Dec 22, 2025 to Jan 2, 2026 
 
For in-force policies or general questions:
Save time by Live Chat on Workspace with this link  Support or call 1-888-252-1847
 
 
Maria Davis, FLMI, ACS, AIAA
Regional Sales Associate, Insurance, Inside Sales
Ph: 905-521-2822
 
Please check all quotations for accuracy prior to presentation to your client.   
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”.  [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period.  In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed. 
 
From: Van Veen, Julie <Julie.VanVeen@canadalife.com> 
Sent: December 17, 2025 11:37 AM
To: Davis, Maria <Maria.Davis@canadalife.com>
Subject: FW: CONVERSION Brunskill - client meeting today 7644635-0 B468108-4 
Importance: High
 
Hi Maria,
 
Thank you for your inquiry. In general, converting two single-life policies on the same insured person does not require approval. (If there were two different insured people, that would require approval). The total coverage amount on the new policy cannot exceed the total coverage amount on the existing policies. 
 
For these policies on David Brunskill, one is rated, and the other is not, so they cannot be converted into one new policy because the rating would have to apply to the new policy and would therefore not accurately reflect the standard coverage on policy 7644635-0. We don’t blend medical ratings. The policies can be converted individually to two new policies. 
 
B468108-4 insured David Brunskill is a Term 10, $100K policy, convertible to March 6, 2027. It is rated Med 1. In today’s rating, Med 1 = an original rating of 150%, which becomes 125% upon conversion to permanent coverage. It is reinsured, but not facultatively reinsured, so Astra does apply upon conversion to permanent coverage. In the illustration software, you would input the actual rating of 150% and the software will calculate the reduced rating of 125%.
 
7644635-0 insured David Brunskill has a $100K Term 10 rider that is convertible to Dec 12, 2026.  This policy is not rated.
 
Sincerely,
 
Julie van Veen (she/her)
Resolution Management Team Coordinator | Insurance Operations, In-Force Policy 
julie.vanveen@canadalife.com  | Phone: 226-316-1730 | Toll-free: 1-844-363-5956 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Davis, Maria <Maria.Davis@canadalife.com> 
Sent: December 17, 2025 8:32 AM
To: Inforce Insurance Escalations <Inforceinsuranceescalations@canadalife.com>
Subject: FW: CONVERSION Brunskill - client meeting today 
Importance: High
 
Good morning,
 
Would you please advise if possible, to convert these 2 term coverages onto 1 single coverage? Please advise.
 
I don’t know if these are rated, if rated please advise and if we can use the rating reduction on conversion to par.
 
Thank you so much!
Maria 
 
 
From: Robert Dewar 
Sent: December 16, 2025 2:26 PM
To: Steenbergen, Maureen ; Davis, Maria 
Cc: Dewar, Rob (Loft Wealth Management Group) ; Mossey, Zoe 
Subject: [EXT] RE: CONVERSION Brunskill
 
So attached are the current policies 7644635-0 and B468108-4. I’m going to get the conversion paperwork done on the attached 100K Stnd and 100K Rated illustrations. But what would be best for the client, and all is to have a single 200K
 
So attached are the current policies 7644635-0 and B468108-4.
 
I’m going to get the conversion paperwork done on the attached 100K Stnd and 100K Rated illustrations.
 
But what would be best for the client, and all is to have a single 200K policy – can we get this done somehow? Blend the rates?
 
Finally, I will see if the client just wants to go through a full medical in order to get a 200K standard policy issued.
 
All the best, 
 
Robert S. Dewar CFP, EPC
Certified Financial Planner, Elder Planning Counselor
Managing Partner, Loft Wealth Management Group
180 Columbia St W., Suite 4B, Waterloo ON, N2L 3L3
Phone: 519-885-5177 Fax: 519-885-9803
 
Executive Associate Contact
Zoe Mossey, zoe@loftwmg.ca
Heather Dyer, heather@loftwmg.ca
Phone: 519-885-5177
 
 
 
Follow us on social!
   
 
From: Steenbergen, Maureen <Maureen.Steenbergen@canadalife.com> 
Sent: December 16, 2025 11:39 AM
To: Robert Dewar <Rob@loftwmg.ca>; Davis, Maria <Maria.Davis@canadalife.com>
Cc: Robert Dewar <Rob@loftwmg.ca>; Zoe Mossey <Zoe@loftwmg.ca>
Subject: RE: CONVERSION Brunskill
 
Hi Rob,
 
To take 2 separate policies and convert & combine them into one policy is a non-contractual option that we would have to go to underwriting and reinsurance to approve.
 
I see on the term policy that there is a 200% rating, but I’m not sure about the whole life policy, and if that is rated (as well as the term), and/or if the rating is the same. That will have an impact, as if there are different ratings, or if one is rated and the other isn’t, they might not approve the combination for conversion. Ultimately this has to go to reinsurance.
 
This typically can take about a week for reinsurance to get back to us, however I know this is a super busy time for them so I expect it may take longer. So we won’t be able to get this answer back for you in 1 day.
 
Can you send us the complete illustration that you are proposing for conversion, and we will send everything up to our conversions team to go to reinsurance to see if this is possible.
 
I’ve copied Maria on this email as I will be heading out on the road shortly for the remainder of the day.
 
Thank you,
Maureen
 
 
 
 
Maureen Steenbergen (she/her), B.Journ, RHU
Regional Director, Independent Distribution, Ontario
Office – 519.963.4327
Cell – 519.859.7519
 
Canada Life Elevate is the best large case support in the industry. We have the largest regional wholesaling team, extensive national support and unparalleled large case underwriting teams with over 200 years of combined experience. Canada Life Elevate is here to help you win your next large case. Ask me how.
 
 
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Robert Dewar <Rob@loftwmg.ca> 
Sent: December 15, 2025 5:15 PM
To: Steenbergen, Maureen <Maureen.Steenbergen@canadalife.com>
Cc: Dewar, Rob (Loft Wealth Management Group) <rob@loftwmg.ca>; Mossey, Zoe <zoe@loftwmg.ca>
Subject: [EXT] CONVERSION Brunskill
Importance: High
 
Maureen, I have the above 2 policies owned by Murray and with the life insured David, his brother. It is part of a Buy/Sell for the brothers and their farm. They are looking to convert the policies into a whole life Estate Select Econo option,
 
Maureen, I have the above 2 policies owned by Murray and with the life insured David, his brother.
 
It is part of a Buy/Sell for the brothers and their farm.
 
They are looking to convert the policies into a whole life Estate Select Econo option, see attached.
 
The policy that David owns on his brother Murray is getting converted as well but it is a simple single 200K term policy.
 
The above are two policies of term – 100K rider and 100K term - and I would like to convert them into one 200K policy as illustrated.
 
I am writing both conversions for both brothers tomorrow.
 
How can I get things combined for the life of David?
 
All the best, 
 
Robert S. Dewar CFP, EPC
Certified Financial Planner, Elder Planning Counselor
Managing Partner, Loft Wealth Management Group
180 Columbia St W., Suite 4B, Waterloo ON, N2L 3L3
Phone: 519-885-5177 Fax: 519-885-9803
 
Executive Associate Contact
Zoe Mossey, zoe@loftwmg.ca
Heather Dyer, heather@loftwmg.ca
Phone: 519-885-5177
 
 
 
Follow us on social!",True,2025-12-19T17:44:29.000+0000,False,False,005OH000001yNnaYAE,2025-12-19T17:44:29.000+0000,005OH000001yNnaYAE,2025-12-19T17:44:29.000+0000,005OH000001yNnaYAE,2025-12-19T17:44:29.000+0000,(519)885-5177,,rob@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5fSkYAI,False,,24676733,0030A0000029YJ4QAM,0010A000002vxlnQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needs a rrsp contribution report,Medium,"User needs a rrsp contribution report
Hi Jennifer, 

Thank you for contacting Workspace Support.  

Unfortunately, this report type wont be available in Workspace. The data required to create this report isn’t hosted in Workspace database.

I know there is a RSP contribution receipt summary available in Investment Centre. However I don’t know if you can create a similar report for all of a given advisor’s client. 


Please send an email to wealthreportingsupport@canadalife.com and they will be able to determine if there is a report in Investment Centre that could fit your needs. 

Have a wonderful day!

Your feedback is essential for my continuous improvement. To help me elevate your experience with my service, please take a minute to complete the quick 5 second survey - Click here to help me reach new heights : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




_____________________________________________
From: King, Jennifer <Jennifer.King@canadalife.com> 
Sent: Thursday, December 18, 2025 1:10 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: Report for Jackyn Lane advisor code 20069



Hi 

I’m trying to do a report to show what clients did investments during RRSP for the above noted advisor.  Not sure if we can.  Please advise. 

Thanks Jen

 << OLE Object: Picture (Device Independent Bitmap) >> 
Jennifer King
Advisor Support Associate, NL|Atlantic, R1770
Work Number 709-701-0139
 
Fax 709 739-0424
jennifer.king@canadalife.com


Use Relay chat for fast answers to your insurance and wealth process, contact and form questions.



Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-19T18:15:47.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T18:15:47.000+0000,0055o000001zVCKAA2,2025-12-19T18:16:36.000+0000,0055o000001zVCKAA2,2025-12-19T18:16:36.000+0000,(514)777-3452,,mbinette@sfmbinette.com,(450)978-4994,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5hatYAA,False,,24675617,0030A0000029iuSQAQ,0010A000002w6VpQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Caller Name: BRAYDEN SCIDA
Advisor or support staff: Advisor /support Dual Citizen
Advisor Code: J0111 Brayden's code. National account. 
Advisor Name: BRAD MATTHEWS Advisor code: 60699	
Phone: (519) 886-2360
Email: Brayden.Scida@igpwm.ca		
Siebel verification: COMPLETED 
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED for both advisor and support
Issue:  Dual Citizen. He has no access to his own Workspace but doesn't 
Wants Workspace access to the book of business for 60699

FINDINGS:
TPA SEEN IN SIEBEL UNDER BRAYDEN FOR BRADS BOOK OF BUSSINESS
test dummy user. 
https://lifeco.my.salesforce-setup.com/lightning/setup/ManageUsers/page?address=%2F005OH00000CLALwYAP%3FisUserEntityOverride%3D1%26ut%3Dp%26retURL%3D%2F003OH00000YbaalYAB%26cntc%3D003OH00000YbaalYAB%26id%3D005OH00000CLALwYAP

He sent me the emails received from DM. 
he also knew his Brayden.Scida user id/password.
Did a TIM Tam on his activation code 1-1F2P2SK found Brayden.Scida@clext is active in ISAM.


RESOLUTION: Guided him to register with his advisor code. he completed registration. signed in with the 5 digit code.
had him sign out and back in to test with success.

--------------------------------------***DDS  12/19/2025***--------------------------
Hello Brayden,

Thank you for contacting Workspace Support today regarding registering for Workspace access.

We determined on the call while you’re an advisor yourself, you’re wanting to get access to BRAD MATTHEWS Advisor code: 60699	
 
 It was a pleasure speaking with you! 
 
We determined you had not completed your own Workspace registration. 

As noted, once you’re registered for Workspace access, you will be able to see your book of business as well as Brad Matthews book of business within 24-48hrs as I do see Brad had granted you third party access to their book of business.
 
We went through your account registration; you were able to login successfully ( https://workspace.canadalife.com/) after authentication with the 5 digit code sent to your email.
 
I also had you sign out and back in to test with success.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-19T18:24:58.000+0000,False,False,005OH00000AUS7aYAH,2025-12-19T17:57:14.000+0000,005OH00000AUS7aYAH,2025-12-19T18:35:08.000+0000,005OH00000AUS7aYAH,2025-12-19T18:35:08.000+0000,(519)886-2360,,brad.matthews@igpwm.ca,(519)746-5396,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5iVMYAY,False,,24675313,0030A0000029YcsQAE,0010A000002vy0mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,email sent to dedicated ASR to escalate.,True,2025-12-19T18:00:26.000+0000,False,False,005OH000006uYrkYAE,2025-12-19T17:52:17.000+0000,005OH000006uYrkYAE,2025-12-19T18:00:26.000+0000,005OH000006uYrkYAE,2025-12-19T18:00:26.000+0000,(613)739-4808,,grantlugg@bell.net,(613)748-8220,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5ilXYAQ,False,,24677355,003G0000018f6QuIAI,0010A000002wONFQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,product illustrations password reset,Medium,"*12/19*
----------------
Angela hugle
Malcom Smith
f1684
d3524

reset pw in ISAM and emailed. 
guided through password reset and product illustrations login. 



*email*
----------------
Good afternoon Malcolm, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were trying to access your product illustrations app but were unable to log in. We were able to reset your password and then walk you through the password reset process, you logged into product illustrations successfully. If you have questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T00:59:00.000+0000,False,False,005OH000008919xYAA,2025-12-19T18:26:46.000+0000,005OH000008919xYAA,2025-12-20T00:59:01.000+0000,005OH000008919xYAA,2025-12-20T00:59:01.000+0000,(705)574-0581,(705) 542-6360,malcolm.smith@glwealthssm.com,(705)574-0588,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5iyRYAQ,False,,24678911,003G0000018f7EOIAY,0010A000002wPJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Known Issue - Missing Successor Holder - WSL - INC1944030,Medium,"*** DDS 23DEC2025 ***
S/H visible, advised user

*** DDS 19DEC2025 ***
INC1944030 submitted

Known Issue - Missing Successor Holder 
-----------------
Hi Teresa,

We have heard back from our Digital Hub team, they have applied a fix and the successor holder for this policy is now visible in Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hi Teresa,

Thank you for contacting Workspace Support.  

We’ve reviewed your request, and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action currently. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


Hi @Workspace Service Leaders,

Known issue: missing successor holder in Workspace.

Thank you!

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Teresa Mueller <Teresa@muellerfinancialgroup.ca> 
Sent: Thursday, December 18, 2025 2:25 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] D. Allen TFSA #411260144 Successor holder

Hi there, Can you check on Dennis Allen TFSA #411260144? There is no successor holder listed in WORKSPACE. IC has it but not WS. Need this fixed. Thanks. Teresa Mueller Mueller Financial Group Inc. Insurance Advisor & Investment Representative
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ZjQcmQRYFpfptBannerEnd
Hi there,
Can you check on Dennis Allen TFSA #411260144? There is no successor holder listed in WORKSPACE. IC has it but not WS. 
Need this fixed.
Thanks.
Teresa Mueller
Mueller Financial Group Inc.
Insurance Advisor & Investment Representative
18 Catalpa Court
Grimsby, ON L3M 0B1 Cell: 905-517-9117
Quadrus Investment Services Ltd.
Affiliated with Canada Life
Teresa@muellerfinancialgroup.ca Website: www.muellerfinancialgroup.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-12-23T20:18:49.000+0000,False,False,005OH000006wv2TYAQ,2025-12-19T18:52:03.000+0000,0055o000001zVCKAA2,2025-12-23T20:18:49.000+0000,005OH000006wv2TYAQ,2025-12-23T20:18:49.000+0000,(905)517-9117,(905) 517-9117,teresa@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5kDpYAI,False,,24676431,003G0000018f7rHIAQ,0010A000002wPxhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-RESET MFA NEW phone,Medium,"user has a new phone and need to reset mfa however she does not have any of her advisor code to pass authnetication.
user will call back once she find her code",True,2025-12-19T18:15:20.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-19T18:10:48.000+0000,005OH00000AZ3ZxYAL,2025-12-19T18:15:20.000+0000,005OH00000AZ3ZxYAL,2025-12-19T18:15:20.000+0000,(306)934-6011,(306) 227-4732,trobertson@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5mFeYAI,False,,24675642,003OH00000QpWuwYAF,001OH00000WdqvdYAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,DSFA Fundserv question,Medium,"DSFA Fundserv question
User was confused by the fundserv code displaying in DSFA. They were expecting their comp code to display instead

========================emails====================

Hi Troy, 

No problem! 

Have a wonderful day!


I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Troy Voth <troyvoth@hotmail.com> 
Sent: Friday, December 19, 2025 2:43 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: New Advisor/Advisor Code - C24675642

Thanks Carl, I tried submitting with this code now. I will let you know if I need a hand with anything going forward. First time doing this! Thanks for your help. Troy From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: 
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thanks Carl, 
I tried submitting with this code now. 
I will let you know if I need a hand with anything going forward. 
First time doing this! Thanks for your help. 

Troy


Hi Troy, 

Thank you for contacting Workspace Support.  

Are you trying to submit your application with a different Fundserv code or are you not able to submit your application using the Fundserv code displaying in the drop down menu from your screenshot below?


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Troy Voth <troyvoth@hotmail.com> 
Sent: Thursday, December 18, 2025 2:46 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] New Advisor/Advisor Code

Hi there, I am trying to submit new business online, and I am getting this error: Is this because this is the first wealth business I’ve submitted? Thank you! Troy 204-324-3259                                                         
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Hi there, 
I am trying to submit new business online, and I am getting this error:

 

Is this because this is the first wealth business I’ve submitted?

Thank you!

Troy
204-324-3259",True,2025-12-19T21:12:26.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T17:57:39.000+0000,0055o000001zVCKAA2,2025-12-20T00:42:28.000+0000,0055o000001zVCKAA2,2025-12-20T00:42:28.000+0000,(204)324-3259,,troyvoth@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5nYDYAY,False,,24674201,0030A0000029cEJQAY,0010A000002w12HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T17:33:13.000+0000,False,False,0055o000001t1uPAAQ,2025-12-19T17:33:13.000+0000,0055o000001t1uPAAQ,2025-12-19T17:33:13.000+0000,0055o000001t1uPAAQ,2025-12-19T17:33:13.000+0000,(416)499-9626X244,(416) 737-7603,iandm@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5oPSYAY,False,,24674419,0030A000005TDAOQA4,0010A000006CiXRQA0,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T17:37:14.000+0000,False,False,005OH000007fgYjYAI,2025-12-19T17:37:14.000+0000,005OH000007fgYjYAI,2025-12-19T17:37:15.000+0000,005OH000007fgYjYAI,2025-12-19T17:37:15.000+0000,(819)209-3667,,paulolivierricher@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5opFYAQ,False,,24674528,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,vm,Medium,will send follow up email,True,2025-12-19T17:39:35.000+0000,False,False,005OH000006uYrkYAE,2025-12-19T17:38:43.000+0000,005OH000006uYrkYAE,2025-12-19T17:39:36.000+0000,005OH000006uYrkYAE,2025-12-19T17:39:36.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5p2GYAQ,False,,24682235,003OH00000ZUyDtYAL,0010A000002vtpAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T19:47:22.000+0000,False,False,005OH000004pk06YAA,2025-12-19T19:47:22.000+0000,005OH000004pk06YAA,2025-12-19T19:47:22.000+0000,005OH000004pk06YAA,2025-12-19T19:47:23.000+0000,647-999-0470,647-999-0470,blank@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5rn7YAA,False,,24675038,0030A0000029VdeQAE,0010A000002vvW7QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: MICHAEL CHAPMAN 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 21205
PHONE: +1 403-616-3908 
EMAIL: mchapman@genco.biz 
 
ISSUE: 
Issue with mfa when trying to log in

 
AUTHENTICATION (If Required):
KB0020738 
Authenticated user as an MGA advisor
Could not remember last log in so we had to ask for address and email.
Passed authentication (december rotating questions)
 
FINDINGS:
The workspace account is no longer listed on their sf authenticator app. 
KB0020738 - we can disconnect and reconnect authentication
 
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and disconnected MFA
They were able to connect authenticator again and log into workspace.
Sent email to havce address updated since they have already updated in APEXA

Information to update:
Business: 102, 221-18th Street SE
Calgary, Alberta T2E6J5
Residence: 120 Chaparral drive SE Calgary AB. T2X3J7


EMAIL:
 
--------------------------------------***DDS DEC/19/2025***--------------------------
Hello Michael,
 
Thank you for contacting Workspace Support about setting up your authenticator again.
 
On the call today, I disconnected your previous multi-factor authenticator set up to give you access to set it up again. You were able to successfully set up your new authenticator and sign in to workspace again.  Additionally, as mentioned during the call, please update your address (business and residence) on APEXA so our system has all your current information to provide seamless support in the future. 
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-19T19:00:39.000+0000,False,False,005OH00000BGf2TYAT,2025-12-19T17:47:41.000+0000,005OH00000BGf2TYAT,2025-12-19T19:00:39.000+0000,005OH00000BGf2TYAT,2025-12-19T19:00:39.000+0000,(403)245-1192,4033364251,mchapman@genco.biz,(403)228-4842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5rryYAA,False,,24676801,0030A0000029oDTQAY,0010A000002wAuWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA reset request - Escalation,Medium,"Advised the HO staff that the account owner must call in for assistance as they've previously attempted to demand assistance via email and by having someone else call in for them. Sent Advisor a reminder email that they must call in when they're available to get support with their MFA.

===Email Chain===

Good afternoon Yun,

We’re reaching out to you regarding an escalation we received for your Workspace login issue.

It was mentioned that you’ve reached out to Workspace Support previously and were not able to get assistance with your login issue. We can see that someone else reached out to our team on your behalf as well as there was an attempt to get assistance via email. Please note that login issues must be handled over the phone and only the account owner is able to get assistance with their login issue. Please give our team a call at your earliest convenience so we can assist you.

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



===Email Chain===

Good afternoon Penny,

Thank you for reaching out to the Workspace Support Team.

We’ve investigated the previous interactions the advisor had with our support team and it appears they’re trying to have someone else act on their behalf for their MFA issue. Our support team is only able to assist the account owner with Workspace access issues including MFA issues. The advisor (account owner) has also attempted to get support via email to which we replied that support for access issues can only be addressed by phone. These measures are in place for security reasons.

We will reach out to the advisor (account owner) and remind them that they must call in for assistance with their MFA.
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Zhao, Penny <Penny.Zhao@canadalife.com> 
Sent: December 19, 2025 2:02 AM
To: WorkspaceEscalations <WorkspaceEscalations@canadalife.com>
Subject: Please help with advisor's Workspace MFA

Hi,

My name is Penny Zhao, I’m the regional sales manager supporting advisor Shi Yun (Workspace login: info@syfinancial.ca).

When she set up her MFA initially, she used a different cell phone. But now she’s trying to switch it back to her current phone. She and her associate advisor have contact Workspace support many times, but it was still not resolved.

Is there any thing she can do now to complete the switch? Anything I could help? 

They are not happy about calling support anymore, since they have called many times, and had to repeat the situation again and again. And without access to Workspace, she can’t run product illustrations or submitting applications.

Please let me know how I can support her.

Thank you!

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Regards,

Penny Zhao, MBA
Regional Sales Manager, Insurance
Independent Distribution

 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-19T18:16:52.000+0000,False,False,0050A000000qsPeQAI,2025-12-19T18:16:52.000+0000,0050A000000qsPeQAI,2025-12-19T18:30:45.000+0000,0050A000000qsPeQAI,2025-12-19T18:30:45.000+0000,(604)818-9678,(604) 818-9678,shiyun@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5sBSYAY,False,,24677396,0030A0000029VHAQA2,0010A000002vvEDQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Access For New Business WebApp.,Medium,"***DDS*** 12/30/25
Name: Ariane Napora
Phone:
Agent code:
Reference: KB0019791, KB0013533 

Hello Ariane, 

Thank you for the additional information.

For delegation access the principle advisor needs to complete the attached TPA form to give you access like your colleague, Brandi Butts.   Please have the principle advisor complete the attached form and send to distribution_methodology@canadalife.com as per the form instructions.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: LifePlan Accounting <accounting@lifeplangroup.ca> 
Sent: December 29, 2025 5:38 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: 24677396 - RE: Full Access For New Business WebApp

I work at LifePlan Financial Services Group - this is for all advisors under our AGA, not one particular advisor. I do not have an advisor code – I am a back-office staff member. This is not to submit applications; this is for the settling requirements
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I work at LifePlan Financial Services Group - this is for all advisors under our AGA, not one particular advisor. 
I do not have an advisor code – I am a back-office staff member. This is not to submit applications; this is for the settling requirements and copy of the e-contract.
We provide the extra service to our advisors of downloading the documents and emailing them, so they don’t have to go into the various carrier websites.


Kind Regards,

Ariane Napora


Please note I will be away from the office Dec 19 – 26, 2025.


 

Executive Assistant to David Bulinckx, Bookkeeper
LifePlan Financial Group
Phone: 250.727.7197 Ext. 229
Fax No:  250.727.2492
accounting@lifeplangroup.ca 
3298 Tennyson Avenue
Victoria BC V8Z 3P3
 
LifePlan is a Proud Member of Advocis and GAMA







***DDS*** 12/19/25
Name: Ariane Napora
Phone:
Agent code: 
Reference: KB0023055, KB0023051 

Advisor name: DAVID BULINCKX

Hello Ariane, 

Thank you for contacting the Workspace support group regarding  Access For New Business WebApp.

Please confirm the Advisor name and Advisor code.

Please confirm if you have been given TPA access to the advisor code. 

If you have, the advisor has to setup “Preferences” in New Business to add you as a delegate. 

Please also confirm if you are an advisor support or a back office staff role - only delegates in an advisor support role will have the ability to submit applications in Simple Protect, back Office staff should only be able to view applications in New Business and not submit them on an Advisor's behalf in SimpleProtect

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: LifePlan Accounting <accounting@lifeplangroup.ca> 
Sent: December 18, 2025 3:44 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Full Access For New Business WebApp
Importance: High

Hello, Please advise if it’s possible to set up full access to advisor’s new business so that I can download the policy delivery requirements while my colleague, Brandi Butts, is away Dec 29 and 30. She has access but I do not. I
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
Please advise if it’s possible to set up full access to advisor’s new business so that I can download the policy delivery requirements while my colleague, Brandi Butts, is away Dec 29 and 30. She has access but I do not.
I can only view their policies in underwriting and those in force at the moment.


Kind Regards,

Ariane Napora


Please note I will be away from the office Dec 19 – 26, 2025.",True,2025-12-19T20:41:42.000+0000,False,False,005OH00000BGeeHYAT,2025-12-19T18:27:25.000+0000,005OH00000BGeeHYAT,2025-12-30T13:37:20.000+0000,005OH00000BGeeHYAT,2025-12-30T13:37:20.000+0000,(250)727-7197X229,(250) 882-7231,david@lifeplangroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5sWJYAY,False,,24677509,0030A0000029dJ9QAI,0010A000002w1rzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login issue,Medium,"Workspace login issue

User needs help to login. We will need to do authentication so I provided the text to ask them to call us. 

====================emails=================
Hi Reginald,

Thank you for contacting Workspace Support.  

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



_____________________________________________
From: Fraser, Charlotte <Charlotte.Fraser@advicecanada.com> 
Sent: Thursday, December 18, 2025 1:51 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: admin@laddpaisleyfinancialservices.com
Subject: Canada Life MGA Workspace Access - Reginald Paisley


Hello, 

Advisor, Reginald Paisley, would like access to Workspace and the Canada Life Learning Center. 
I have included him on this email. Can you please assist in granting access?

Thank you

Charlotte Fraser
Business Development Associate | Advisor Solutions  Support 
Charlotte.Fraser@AdviceCanada.com | 236-361-5711 
 
 << OLE Object: Picture (Device Independent Bitmap) >>   

 Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies” ). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solut ions. 
 Any personal information you provide will be used in accordance with our   privacy policy.",True,2025-12-19T18:29:25.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T18:29:25.000+0000,0055o000001zVCKAA2,2025-12-20T00:43:07.000+0000,0055o000001zVCKAA2,2025-12-20T00:43:07.000+0000,(250)686-8485,(250) 650-3011,admin@laddpaisleyfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5tCEYAY,False,,24676381,0030A0000029YVvQAM,0010A000002vxvCQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T18:09:56.000+0000,False,False,005OH000003ds0PYAQ,2025-12-19T18:09:56.000+0000,005OH000003ds0PYAQ,2025-12-19T18:09:56.000+0000,005OH000003ds0PYAQ,2025-12-19T18:09:56.000+0000,(705)653-3944,(705) 653-6200,dianenicholsonchennette@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5u5CYAQ,False,,24678374,003OH00000QGZ1LYAX,001OH00000VxLptYAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 19th, 2025 ***
User needs help signing in to Workspace. Helped him sign in, set MFA and access account.
=============
Bonjour Daniel,

C’était un plaisir de vous parler aujourd’hui et de vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à réinitialiser votre mot de passe, à établir le lien avec l’application d’authentification. Au final vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-19T18:42:53.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-19T18:42:53.000+0000,005OH00000AbJ7aYAF,2025-12-19T19:07:53.000+0000,005OH00000AbJ7aYAF,2025-12-19T19:07:53.000+0000,(438)518-7151,,dnouaman.jmy9s@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5uLBYAY,False,,24675553,0030A0000029mQ3QAI,0010A000002w9PrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 19th, 2025 ***
User wants to access account. Authenticated with rotation 2 then followed KB0017399 to unlock and reset password. Signed in successfully.
============
Good afternoon Jing,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call I unlocked your account and helped you reset your password. In the end you signed in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-19T18:08:50.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-19T17:56:20.000+0000,005OH00000AbJ7aYAF,2025-12-19T18:08:51.000+0000,005OH00000AbJ7aYAF,2025-12-19T18:08:51.000+0000,(604)261-2123,(604) 716-7209,jasmineliu1118@yahoo.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5xNzYAI,False,,24678768,003G0000018f796IAA,0010A000002wPCPQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,"report provided 

**EMAIL**

Hi Corey,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
D9QALZ2PU3

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Corey,

Please find the attached file of the requested PAC AWD Summary Report on Investment Centre (Nominee only). A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Corey Ravenda
Code: 31675, 18512

Please email it to corey.ravenda@crwfinancialgroup.com

Hi, 

Report Q503 PAC AWD Summary Report RAVENDA, C 9917-31675, 18512 is available now in the ad-hoc folder. 

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: December 17, 2025 4:38 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID337

Item ID337 has been added Chen, Carmen 12/17/2025 3: 37 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID337 has been added
		
 
Chen, Carmen
12/17/2025 3:37 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report 

Column Requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-31675 
9917-18512 

Column and data filer requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-31675 
9917-18512 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	

Ideal deliverable date :	12/19/2025 

Requestor Name and Organization :	COREY RAVENDA, CRW FINANCIAL GROUP INC (LZCAL) 

MI Specialist:	

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-31675 
9917-18512 

Advisor Name:	COREY RAVENDA 

Dealer Code:	9917-31675, 9917-18512 

Rep Code as it appears in Unitrax:	9917-31675, 9917-18512 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist",True,2025-12-19T18:49:25.000+0000,False,False,005OH0000071DK9YAM,2025-12-19T18:49:25.000+0000,005OH0000071DK9YAM,2025-12-19T18:50:00.000+0000,005OH0000071DK9YAM,2025-12-19T18:50:00.000+0000,(514)947-3756,(514) 947-3756,corey.ravenda@crwfinancialgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5yrrYAA,False,,24678137,003G0000018f6gSIAQ,0010A000002wOgoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Typo in middle name,Medium,"Typo in middle name in their Canada Life Client ID (two ""j"" as middle name). Corrected the typo in CIS

CL 8305231284	
=========================emails======================


Hi Terri, 

Thank you for contacting Workspace Support.  

We corrected the typo in the client’s middle name. It should update from your end in the next 2-4 business days.

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Terri Bent <terri@mmfp.ca> 
Sent: Friday, December 19, 2025 7:18 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Bozec, Lyndsay J - DOB: 28 Aug 1986 - Advisor: John Tompkins 11894

System shows double J’s in her name; can we please remove one? Thank you so much! https: //workspace. canadalife. com/s/account/0010A00000AhBYtQAN/lyndsay-j-j-bozec MERRY CHRISTMAS and a very HAPPY NEW YEAR! TERRI BENT, ACS | EXECUTIVE ASSISTANT
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System shows double J’s in her name; can we please remove one?  Thank you so much!

https://workspace.canadalife.com/s/account/0010A00000AhBYtQAN/lyndsay-j-j-bozec 

MERRY CHRISTMAS and a very HAPPY NEW YEAR!

TERRI BENT, ACS | EXECUTIVE ASSISTANT
MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 
6174 Quinpool Road  Halifax  NS  B3L 1A3 
Work:  902.431.7526 x8 |  Fax: 902.431.9514 
terri@mmfp.ca
www.matthewsmcdonough.com <http://www.matthewsmcdonough.com>  

""If you no longer want to receive these messages, click the word unsubscribe to email a request to me.""

Looking for quick access to info about your investments, savings, and insurance products?
 
Register for My Canada LifeTM today to find everything in one convenient place! 
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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-19T18:39:10.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T18:39:10.000+0000,0055o000001zVCKAA2,2025-12-20T00:41:34.000+0000,0055o000001zVCKAA2,2025-12-20T00:41:34.000+0000,(902)431-7526,,john@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i5z6MYAQ,False,,24676659,003G0000018f76SIAQ,0010A000002wP9mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Code A5902 - INC1944085,Medium,"*** DDS 09JAN2026 ***
asset visible, advised
*** DDS 08JAN2026 ***
advisor provided yet another example of a missing policy with no comp code in co-pilot (F611004402) sent same ticket back to DAS 

*** DDS 05JAN2026 ***
DAS confirmed resolved, advised user

*** DDS 29DEC2025 ***
user replied back with more examples of missing policies, also missing comp codes in co-pilot, sent same ticket back to DAS for further investigation

*** DDS 24DEC2025 ***
DAS applied fix, advised user policies now visible in WS

*** DDS 19DEC2025 ***
INC1944085 submitted

***DDS*** 12/19/25
Name: JAKE CURLEY
Agent code: F8116 | A5902 | 20411-0 | 188070 | 188075
Reference: SF case# 24391520
-------------------------------------

Hi Jake,

We have heard back from our Digital Hub team, and the missing policy is now visible within Workspace. Hopefully, that is the last of the missing assets as I did ask the team to investigate the transfer in its entirety, but please let me know if you notice any other discrepancies or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello Jake,

We have heard back from our Digital Hub team, they have advised that all the missing policies should now be visible in Workspace under your new GWL code. Please let me know if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hi Jake,

Thank you for your email and for providing the additional examples below. I have escalated the issue back to our Digital Hub team noting that there are likely many other missing clients as well and I will follow up with you when I hear back from the team with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Jake Curley <jake@leckcurley.ca> 
Sent: December 29, 2025 9:55 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Jennifer Dobson <admin@leckcurley.ca>; Croucher, Rachel <Rachel.Croucher@advicecanada.com>
Subject: [EXT] FW: 24676659 - RE: Code A5902 - INC1944085

Hello, Just went to submit paperwork and encountered another client missing. I am sure there are more. Amanda & Leo Gillis Amanda – 567373927 Leo – 567611313, 567077440 & 566841947 Jake Curley, CFP® Investment Representative Quadrus
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Hello,

Just went to submit paperwork and encountered another client missing. I am sure there are more.

Amanda & Leo Gillis 

Amanda – 567373927
Leo – 567611313, 567077440 & 566841947

 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd.                  
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812     
Email is not secure. To securely send me an encrypted file or message please click here  


Hello Jake,

We have heard back from our Digital Hub team, we have confirmed that the policies have been properly aligned to your new agent code and are available to you within Workspace. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello Jake,

Thank you for providing the policy examples below. I have escalated the issue to our Digital Hub team for investigation, and we will follow up as soon as we hear back from the team with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Jake Curley <jake@leckcurley.ca> 
Sent: December 19, 2025 2:08 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>; Jennifer Dobson <admin@leckcurley.ca>
Subject: 24676659 - RE: Code A5902

Okay start with these ones: 668770536 & 702340491 531020382 & 741542521 & 531018972 & 702386182 Jake Curley, CFP® Investment Representative Quadrus Investment Services Ltd. 174 George St, New Glasgow, NS B2H2K9 Phone: 902-752-2343
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Okay start with these ones:

668770536 & 702340491
531020382 & 741542521 & 531018972 & 702386182

 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd.                  
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812     
Email is not secure. To securely send me an encrypted file or message please click here  
-------------------------
Hi Jake,

For us to investigate we would need some policy numbers to verify that the policies corresponds to the advisor code you have been alligned too on your Workspace.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Jake Curley <jake@leckcurley.ca> 
Sent: December 19, 2025 1:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Croucher, Rachel <Rachel.Croucher@advicecanada.com>; Jennifer Dobson <admin@leckcurley.ca>
Subject: [EXT] RE: 24676659 - RE: Code A5902

Hello, I have already done this. It is not the MGA workspace. It is Direct and as I said before, there are more clients missing than are there. It is basically that every client is not showing under A5902. Jake Curley, CFP® Investment Representative
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ZjQcmQRYFpfptBannerEnd
Hello,

I have already done this. It is not the MGA workspace. It is Direct and as I said before, there are more clients missing than are there. It is basically that every client is not showing under A5902. 

 	Jake Curley, CFP®
Investment Representative
Quadrus Investment Services Ltd.                  
174 George St, New Glasgow, NS B2H2K9
Phone: 902-752-2343 Ext 2
Fax: 902-755-5812     




***DDS*** 12/19/25
Name: JAKE CURLEY
Agent code: F8116 | A5902 | 20411-0 | 188070 | 188075
Reference: SF case# 24391520",True,2026-01-05T16:05:12.000+0000,False,False,005OH000006wv2TYAQ,2025-12-19T18:14:39.000+0000,005OH00000BGeeHYAT,2026-01-09T15:47:03.000+0000,005OH000006wv2TYAQ,2026-01-09T15:47:03.000+0000,(902)752-2343X2,(902) 759-9787,jake@leckcurley.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i611mYAA,False,,24678780,003G0000018f76BIAQ,0010A000002wP9VQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Address update on Workspace for client's products,Medium,"***DDS Dec.19/2025***
User was inquiring about having the client's Company / Corporate product address for 'Dr Michael Zawadowski Medical Prof Corp' updated. Provided the Advisor Service Centre contact info as the update needed to be made on their end.

REF KB : KB0015432

*****Email*****

Hello Rhonda,

Thanks for contacting the Workspace Support team regarding updating the address for your client’s products.

Company / Corporate addresses can only be updated by the Advisor Service Centre.
To have this address updated, please reach out to the Advisor Service Centre at 1-888-252-1847 and they can assist you further.
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Rhonda Lein <rlein@reiswealth.com> 
Sent: December 19, 2025 7:19 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Dr Michael Zawadowski Medical Prof Corp: address - Case - 24678780

Hello, I am trying to get the address corrected for this corporation. I have gone to Canada Life and they are not responding so I am hoping you can help. I attached a screen shot so you can see what I mean. The contact address is correct as
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ZjQcmQRYFpfptBannerEnd
Hello,

I am trying to get the address corrected for this corporation. I have gone to Canada Life and they are not responding so I am hoping you can help. I attached a screen shot so you can see what I mean. The contact address is correct as 119 Glenview Ave, Toronto, ON, M4R 1R2. The issue we are having is the products still show the address as 801 Temperance St, Saskatoon. I have phoned in for the address update and I have emailed to get Canada Life to correct the address on the plans but nothing is working and I would like to get this address updated. Is there any way you can update workspace or does this have to go through Canada Life.
 
Rhonda Lein,  ALMI, ACS
Administrative Assistant
Reis Wealth Management Inc.|Quadrus Investment Services
205-224 Pacific Avenue |Saskatoon, SK, S7K 1N9
Phone: 306-381-7347
Fax: 306-242-1031
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-19T18:49:40.000+0000,False,False,005OH00000BFQFBYA5,2025-12-19T18:49:40.000+0000,005OH00000BFQFBYA5,2025-12-19T19:19:04.000+0000,005OH00000BFQFBYA5,2025-12-19T19:19:04.000+0000,(306)381-7347,(306) 260-4197,jreis@reiswealth.com,(306)934-5077,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i61hhYAA,False,,24677908,0035o000003iT6bAAE,0015o000004NJ8CAAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-RESET MFA -inc1866049,Medium,"USER contact us via email for mfa reset was requested to call.
Authneticated user and reset password
KB0020738
email====
Hello Yu,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with the mfa reset.
On our call we were able disconnect authenticator and reconnect with microsoft authenticator succesfully.
We did a trial before ending our call to make sure you have no issue with logging back in.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T18:51:37.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-19T18:35:39.000+0000,005OH00000AZ3ZxYAL,2025-12-19T18:51:38.000+0000,005OH00000AZ3ZxYAL,2025-12-19T18:51:38.000+0000,(778)681-6929,,yolanda009@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i63UvYAI,False,,24677424,0030A0000029mPbQAI,0010A000002w9PPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Password Request,Medium,"**WRS Email Thread** Dec 19 2025

Hi Paul,

Kindly find the attached email with the Excel Password email, sent last week to your email. 

If you have any further questions, kindly let me know.

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Wilfredy
Sr. Distribution Digital Support Specialist
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Paul Orfali <paul.orfali@gmail.com> 
Sent: December 19, 2025 12:45 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Paul Orfali - 697578 - Great-West life - case 24281820/24496423

You sent a list of Great-West Life customers, but we don't have the access code to that Excel list. PAUL ORFALI MGA, EPC Financial, Insurance and Mortgage Services. Mobile: 613-266-1564 Office:   613-695-7526 Fax:       613-695-7527     
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
You sent a list of Great-West Life customers, but we don't have the access code to that Excel list.


PAUL ORFALI
MGA, EPC
Financial, Insurance and Mortgage Services.
Mobile: 613-266-1564
Office:  613-695-7526
Fax:      613-695-7527",True,2025-12-19T18:27:56.000+0000,False,False,005OH000002iN7rYAE,2025-12-19T18:27:56.000+0000,005OH000002iN7rYAE,2025-12-19T18:27:56.000+0000,005OH000002iN7rYAE,2025-12-19T18:27:56.000+0000,(613)266-1564,,paul.orfali@gmail.com,(613)695-7527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i64FjYAI,False,,24682730,0030A0000062D5kQAE,0010A000006mn3UQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T19:55:32.000+0000,False,False,005OH0000030c5BYAQ,2025-12-19T19:55:32.000+0000,005OH0000030c5BYAQ,2025-12-19T19:55:32.000+0000,005OH0000030c5BYAQ,2025-12-19T19:55:32.000+0000,(613)548-1884,(613) 847-4351,staceydustin@securafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i650WYAQ,False,,24678181,0035o000003YhwdAAC,0015o000004Bc0lAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T18:39:52.000+0000,False,False,005OH00000865wTYAQ,2025-12-19T18:39:52.000+0000,005OH00000865wTYAQ,2025-12-19T18:39:53.000+0000,005OH00000865wTYAQ,2025-12-19T18:39:53.000+0000,(604)562-4907,(604)562-4907,krishan@krizal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i65uzYAA,False,,24681820,0030A0000029goDQAQ,0010A000002w4lyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace account access err w1293,Medium,"Advised we're not able to open a new account for the advisor and to followup with their manager as we didn't hear back from them regarding confirmation for their access to Workspace. 

***If Margaret Cheng (manager) calls on behalf of Ping regarding this access to Workspace, please transfer to an SL so we can reach out to advisor compliance on Teams (Jen Osborne) to resend the email or provide a phone number that Margaret can call.***

*******************DDS***************** 12/19/2025
User calling as they are unable to sign into their account because, it's still marked as under investigation.

===Email Chain===

Hello again Ping,
I wanted to include this information for you regarding your account. Someone from Canada Life Head Office reached out to Margaret by phone and email on December 12th regarding your Workspace account being blocked. In order for any action to be taken to get you back online Margaret must respond to Head Office. If she can’t find the email sent to her, please have her phone us and refer to Case number 24681820 so we can request the person trying reach her to do so again.

Please disregard the phone number for the Advisor Service Centre in my previous email. Please phone 1-888-252-1847 to request your book of business report.
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 19, 2025 3:32 PM
To: wpctang@hotmail.com
Subject: 24681820 - Phone Call Follow-up


Hello Ping,

It was nice speaking with you regarding your Workspace account access issue.

During our call I advised that we tried to reach out to your manager Maragaret Cheng and weren’t successful by phone. We sent them a follow-up email as well regarding your online access. You mentioned you’re still able to do business with us but only by paper and getting client information from the Advisor Service Centre. You also asked if you could get a copy of all your client’s information that is on Workspace, I advised you can request a book of business report from the Advisor Service Centre by calling 1-800-252-1847. 

Please follow-up with your manager regarding your online access as we’re waiting to hear back from her.

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T20:09:57.000+0000,False,False,0050A000000qsPeQAI,2025-12-19T19:40:06.000+0000,005OH00000BFQFHYA5,2025-12-19T20:47:13.000+0000,0050A000000qsPeQAI,2025-12-19T20:47:13.000+0000,(905)470-8222,(416) 917-3176,wpctang@hotmail.com,(905)427-8804,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i684uYAA,False,,24680356,003OH00000YLmEHYA1,001OH00000hLMGMYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"ALI ASGHAR KESHAVARZ GHODS
H9552
Advisor needed assistance with workspace registration. They registered for user Id today. They are advised to wait for 48 hours for workspace registartion/

Hello Ali,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with workspace registration. You have already completed the registration for User ID today. Please wait for 48 hours to do workspace registration. You can register for workspace on Advisor Workspace Login – Canada Life.

Here are the steps that you can follow to finish registration:
 
 
 
 
 
 
 
 
 
If you experience any issues following these steps, call us at 1-800-475-7001 and after authenticating you, we will be able to assist to make sure you have access to your account.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T19:31:24.000+0000,False,False,005OH00000BFiyTYAT,2025-12-19T19:16:28.000+0000,005OH00000BFiyTYAT,2025-12-19T19:31:24.000+0000,005OH00000BFiyTYAT,2025-12-19T19:31:24.000+0000,(416)822-9401,,alighods@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i68pZYAQ,False,,24678491,0030A0000029a7dQAA,0010A000002vzKuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T18:44:33.000+0000,False,False,00516000007Qeg2AAC,2025-12-19T18:44:33.000+0000,00516000007Qeg2AAC,2025-12-19T18:44:34.000+0000,00516000007Qeg2AAC,2025-12-19T18:44:34.000+0000,(416)728-9366,(416) 728-9366,fortunelifeclub@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i69aLYAQ,False,,24678608,0030A0000029mhAQAQ,0010A000002w9flQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cannot Access WS Account -,Medium,"•	Reason for call: Locked out of WS account
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Unlocked via SF and sent reset password
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
================================
Bonjour Jean-Marc, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T18:53:00.000+0000,False,False,005OH00000BFQFGYA5,2025-12-19T18:46:35.000+0000,005OH00000BFQFGYA5,2025-12-19T18:55:40.000+0000,005OH00000BFQFGYA5,2025-12-19T18:55:40.000+0000,(418)839-2330,,jmbrousseau@bellnet.ca,(418)839-2673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6BMCYA2,False,,24683614,0030A0000029oRIQAY,0010A000002wB5RQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:11:15.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T20:11:15.000+0000,005OH000004Ir1xYAC,2025-12-19T20:11:16.000+0000,005OH000004Ir1xYAC,2025-12-19T20:11:16.000+0000,(403)253-4840,,rick.langereis@igpwm.ca,(403)253-4149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6CJiYAM,False,,24681150,003G0000018f6jGIAQ,0010A000002wOjUQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy 09B314816K status still showing active,Medium,"***DDS Dec.19/2025***
Policy was a joint first-to-die with M Dawn Farnel and Thomas Farnel.  Mrs. Farnel passed away last December and claim was paid out in January 2025.  However, this policy is still showing active under M Farnel’s profile as well as Thomas Farnel’s profile on workspace. * Concluded this needed to be escalated to L2, responded to the user and advised this was escalated and we would reach out as soon we had an update or if we required any more info to investigate. Completed the L2 intake form included all the necessary supporting info to investigate this further and forwarded the email thread to the Workspace Service Leaders email.

*****Email*****

Hello @Workspace Service Leaders,

Policy 09B314816K was a joint first-to-die with M Dawn Farnel and Thomas Farnel.  Mrs. Farnel passed away last December, and claim was paid out in January 2025.  However, this policy is still showing active under M Farnel’s profile as well as Thomas Farnel’s profile on Workspace. I have attached my completed L2 Intake Form that includes the necessary supporting info/screenshots. 

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 19, 2025 1:17 PM
To: Kelly, Donna <donna@theinsuranceman.ca>
Subject: RE: Policy 09B314816K - Farnel - Case - 24681150

Hello Donna, 

Thanks for contacting the Workspace Support team regarding the joint first-to-die policy with M Dawn Farnel and Thomas Farnel.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Donna Kelly <donna@theinsuranceman.ca> 
Sent: December 19, 2025 7:11 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Policy 09B314816K - Farnel - Case - 24681150

Good morning, This policy was a joint first-to-die with M Dawn Farnel and Thomas Farnel. Mrs. Farnel passed away last December and claim was paid out in January 2025. However, this policy is still showing active under M Farnel’s profile
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
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Good morning,

This policy was a joint first-to-die with M Dawn Farnel and Thomas Farnel.  Mrs. Farnel passed away last December and claim was paid out in January 2025.  However, this policy is still showing active under M Farnel’s profile as well as Thomas Farnel’s profile on workspace.  This can be a bit misleading if someone doesn’t know or remember the situation.  Can you
correct on system.    I am attaching confirmation from someone in claims below to prove this.   Please confirm.  Thanks.  Donna


Hi Donna,

This policy was paid out in January of this year.

This policy shows as death status on our system.


Sheila Balogh She/Her)
Claims Examiner II, Individual Life Claims T006
Canada Operations
255 Dufferin Avenue, London, Ontario N6A 4K1
Fax:      (519) 435-7177
Office: (519) 435-4920
Toll Free: 1-877-217-3049 






Donna Kelly
Administrative Assistant

The Insurance Man (Pembroke) Ltd. 
Member of Palladium Insurance Group
870 Pembroke St. East
Pembroke, ON
K8A 3M2
https://www.theinsuranceman.ca/

Tel: 613-735-1500
Fax: 613-732-8885 


Notice: Coverage cannot be bound, altered or cancelled by leaving an email message; confirmation from one of our licenced brokers is required in order to effect changes.  

The contents of this communication, including any attachment(s) are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient). please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of it or it's contents.  Thank You.",True,2025-12-19T19:28:41.000+0000,False,False,005OH00000BFQFBYA5,2025-12-19T19:28:41.000+0000,005OH00000BFQFBYA5,2025-12-19T20:24:37.000+0000,005OH00000BFQFBYA5,2025-12-19T20:24:37.000+0000,(613)735-1500,(613) 585-1500,dave@theinsuranceman.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6DHZYA2,False,,24683675,0030A00000CDixHQAT,0015o0000070MqEAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:12:19.000+0000,False,False,005OH000004pk06YAA,2025-12-19T20:12:19.000+0000,005OH000004pk06YAA,2025-12-19T20:12:19.000+0000,005OH000004pk06YAA,2025-12-19T20:12:19.000+0000,(416)366-2971,(416) 816-7428,vanessa.funtera-smith@greenstoneprivatewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6DMKYA2,False,,24683853,0031600002DTJm7AAH,0010A000002wOHNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:15:25.000+0000,False,False,0055o000001t1uPAAQ,2025-12-19T20:15:25.000+0000,0055o000001t1uPAAQ,2025-12-19T20:15:25.000+0000,0055o000001t1uPAAQ,2025-12-19T20:15:25.000+0000,(416)885-6891,(416) 803-6260,jingrong.dai@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6DPTYA2,False,,24681345,0030A000008vamLQAQ,0010A000009qbsGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Incorrect Client Information,Medium,"NAME: BRIAN TAUB
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: LL36908
ADVISOR NAME: 
PHONE: +1 416-738-6342 
EMAIL: brian.taub@lazarwealth.com 
 
ISSUE: 
Product not visible when user tries to access it through the products tab on workspace
Product: 9588022-8 
 
 
FINDINGS:
The policy appears to be listed under a different name on CIS 
 
TROUBLESHOOTING/RESOLUTION:
Checked our systems and it shows the name PINA CHIODO instead of RITA BOONE & MR CLARENCE BOONE 

 
EMAIL:
 
--------------------------------------***DDS DEC/19/2025***--------------------------
Hello Brian,
Thank you for contacting Workspace Support about accessing product details on workspace.
As mentioned during the call, please contact client services at 1-888-252-1847 to confirm if the update came from head office. If you confirm that the information is correct on their system and only wrong on workspace, you can respond to this email to let us know so that we can further investigate.
Let me know if you have any questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-19T19:51:16.000+0000,False,False,005OH00000BGf2TYAT,2025-12-19T19:31:46.000+0000,005OH00000BGf2TYAT,2025-12-19T19:51:16.000+0000,005OH00000BGf2TYAT,2025-12-19T19:51:16.000+0000,(905)480-0344,(416) 738-6342,brian.taub@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6EOtYAM,False,,24684098,0030A0000029bSeQAI,0010A000002w0OuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlock WS account,Medium,"•	Reason for call: Unlock ws account, password reset
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Completed via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
========================
Hello Hui, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access your Workspace account. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T20:26:24.000+0000,False,False,005OH00000BFQFGYA5,2025-12-19T20:19:25.000+0000,005OH00000BFQFGYA5,2025-12-19T20:27:38.000+0000,005OH00000BFQFGYA5,2025-12-19T20:27:38.000+0000,(905)307-8999,(416) 616-1682,,(905)307-8899,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6FKsYAM,False,,24684400,0030A0000029ojlQAA,0010A000002wBLUQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:24:42.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T20:24:42.000+0000,005OH000004Ir1xYAC,2025-12-19T20:24:42.000+0000,005OH000004Ir1xYAC,2025-12-19T20:24:42.000+0000,(403)313-8169,,joseph@xulevy.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6FUWYA2,False,,24685160,0035o000006wg5FAAQ,0015o000007Z026AAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:38:29.000+0000,False,False,0055o000001t1uPAAQ,2025-12-19T20:38:29.000+0000,0055o000001t1uPAAQ,2025-12-19T20:38:29.000+0000,0055o000001t1uPAAQ,2025-12-19T20:38:29.000+0000,(905)475-0122,6476336880,joyce.hu@huswealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6G2SYAU,False,,24685722,003G0000018f7SHIAY,0010A000002wPYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:49:41.000+0000,False,False,0055o000002KxaMAAS,2025-12-19T20:49:41.000+0000,0055o000002KxaMAAS,2025-12-19T20:49:42.000+0000,0055o000002KxaMAAS,2025-12-19T20:49:42.000+0000,(780)761-3343,(780) 761-3343,dave@capitaledgefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6GK9YAM,False,,24681106,003OH00000QGZ2rYAH,001OH00000VxLq7YAF,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Forest Error in Simple Protect,Medium,"•	Reason for call: Forest error code when trying to submit app through SP
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: n/a
•	Email correspondence: n/a
•	Source of triage (e.g., “As per KBA001234”): 

The issue resolved itself while on the phone with the user. Verified app is under ""submitted"" in NBWA. No further action taken.",True,2025-12-19T19:37:16.000+0000,False,False,005OH00000BFQFGYA5,2025-12-19T19:27:55.000+0000,005OH00000BFQFGYA5,2025-12-19T19:37:16.000+0000,005OH00000BFQFGYA5,2025-12-19T19:37:16.000+0000,(204)648-5161,,rob.mcdill@thrivewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6GQbYAM,False,,24681629,0031600002ISyDdAAL,0010A000002wNNOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T19:36:44.000+0000,False,False,005OH000004pk06YAA,2025-12-19T19:36:44.000+0000,005OH000004pk06YAA,2025-12-19T19:36:44.000+0000,005OH000004pk06YAA,2025-12-19T19:36:44.000+0000,(647)381-8243,(647) 381-8243,marc@kingswoodfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6H86YAE,False,,24680222,003G000001PNQcHIAX,0010A000002wSewQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Dealer Auto Rebalancing Failure Analysis Report provided,Medium,"report provided 

**EMAIL**

Good day Oscar,
 
Our team received your request for 32617 Dealer Auto Rebalancing Failure report on Investment Centre. Please note there were no clients listed under this code.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
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Hello,
A new form response has been received requesting a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure. The details are as follows:

Request 1:
Advisor: Oscar Leon
Code: 32617

Please email it to oscar@affluentia.ca


Hi Carmen, 

Report Q502 Dealer Auto Rebalancing Failure Analysis LEON, O 9917-32617 is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

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From: SharePoint Online 
Sent: December 17, 2025 2:08 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID336

Item ID336 has been added Chen, Carmen 12/17/2025 1: 06 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
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 Item ID336 has been added
		
 
Chen, Carmen
12/17/2025 1:06 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q502 Dealer Auto Rebalancing Failure Analysis 

Column Requirements :	Q502 Dealer Auto Rebalancing Failure Analysis 
a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure 
9917-32617 

Column and data filer requirements :	Q502 Dealer Auto Rebalancing Failure Analysis 
a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure 
9917-32617 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/19/2025 

Requestor Name and Organization :	OSCAR LEON, VANCOUVER GEORGIA (PLVG) 

MI Specialist:	

Report Purpose - Business Use :	Q502 Dealer Auto Rebalancing Failure Analysis 
a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure 
9917-32617 

Advisor Name:	OSCAR LEON 

Dealer Code:	9917-32617 

Rep Code as it appears in Unitrax:	9917-32617 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist",True,2025-12-19T19:14:18.000+0000,False,False,005OH0000071DK9YAM,2025-12-19T19:14:18.000+0000,005OH0000071DK9YAM,2025-12-19T19:14:18.000+0000,005OH0000071DK9YAM,2025-12-19T19:14:18.000+0000,(604)771-7232,(604) 771-7232,oscar@affluentia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6HswYAE,False,,24682138,0035o000005iiN7AAI,0015o000006HSH6AAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T19:45:37.000+0000,False,False,005OH000002npWUYAY,2025-12-19T19:45:37.000+0000,005OH000002npWUYAY,2025-12-19T19:45:38.000+0000,005OH000002npWUYAY,2025-12-19T19:45:38.000+0000,(647)880-2874,(647) 880-2874,calvin@milleradvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6I2ZYAU,False,,24683948,0030A0000029oVxQAI,0010A000002wB9DQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:16:58.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T20:16:58.000+0000,005OH000004Ir1xYAC,2025-12-19T20:16:58.000+0000,005OH000004Ir1xYAC,2025-12-19T20:16:58.000+0000,(780)935-7782,,infinity_financial@outlook.com,(780)450-6670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6I4CYAU,False,,24682924,003G0000018f6qSIAQ,0010A000002wOsGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Plan not transferring values,Medium,"Caller Name: Tony Rogers
Advisor or support staff: Advisor 
Advisor Code: LL17428/F2076
Advisor Name: Tony Rogers	
Phone: 
Email: tony@tonyrogers.ca		
Siebel verification: partial
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED:  2 active codes in Siebel but he only provided 1. partial but wasn't needed.
Issue: Looking at a conquest plan. Husbands account is transferring values to conquest but the spouse Deborah Johnston account isn't transferring values to conquest.

FINDINGS: Kevin Johnston and Deborah Johnston
KevinPolicy 411174501. 
Deborah Policy 411174584

While on the call, he found a spelling error with the Deborah Johnston first name, he was missing the ""h"", he tried to correct it but couldn't, message that the account already exist.
Issue is with Deborah.

Checked Copilot, name is spelled correctly 
While I was looking into, came aross these KB's KB0017331 and KB0015657

RESOLUTION: He deleted the wrong name and then was then able to add the correct name and now its working/transferring values to conquest.

--------------------------------------***DDS  12/19/2025***--------------------------

Hello Tony, 

Thank you for contacting Workspace Support today, it was a pleasure speaking to you.

To recap, you were not seeing values being transferred to Conquest for a client. 

During the call, you determined you had the incorrect spelling of the name, you then removed the incorrect name and was able to add the correct spelled name to resolve the issue

Should you need future support please do reach out, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-19T20:19:16.000+0000,False,False,005OH00000AUS7aYAH,2025-12-19T19:58:39.000+0000,005OH00000AUS7aYAH,2025-12-19T20:20:55.000+0000,005OH00000AUS7aYAH,2025-12-19T20:20:55.000+0000,(709)678-2322,,tony@tonyrogers.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6Ik7YAE,False,,24680423,0030A0000029Y84QAE,0010A000002vxdwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/19*
----------------
Tamie Romanchuk
h3364
trying to do the forgot ID to obtain the ID from repnet
user ran out of time


*email*
----------------
Good afternoon Tami, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted some assistance with registering for Workspace. We were able to guide you through to the Repnet forgot ID and password and you ran out of time.  When we left you, you were awaiting the user ID to arrive in your email. All you need to do next is go to the forgot password link on repnet1.canadalife.com and enter the ID provided, it should send you a password reset link. After you have reset your password, you will need to take your Repnet ID and password and go to Workspace.canadalife.com in your browser and click on register now, then you will need to enter the Repnet ID and password. If that is successful you will get a prompt o enter your advisor code and then complete the registration process by following the on-screen prompts for information. If you have questions or concerns, please reply to this email

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T00:54:44.000+0000,False,False,005OH000008919xYAA,2025-12-19T19:17:19.000+0000,005OH000008919xYAA,2025-12-20T00:54:45.000+0000,005OH000008919xYAA,2025-12-20T00:54:45.000+0000,(780)232-5392,,tamir@excaliburplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6JDAYA2,False,,24680908,0030A0000029dvOQAQ,0010A000002w2LdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T19:24:39.000+0000,False,False,005OH00000BTQdVYAX,2025-12-19T19:24:39.000+0000,005OH00000BTQdVYAX,2025-12-19T19:24:39.000+0000,005OH00000BTQdVYAX,2025-12-19T19:24:39.000+0000,(418)929-9643,,philippe.gingras@gingrasgp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6JMsYAM,False,,24686056,0030A000002CnR0QAK,0010A000002zLDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-W1283,Medium,"Caller Name: Pamela Yee
Advisor or support staff: Advisor support
Advisor Code: D1251
Advisor Name: LAWRENCE CHONG MGA	
Phone: 
Email: chuhappy303@hotmail.com		
Siebel verification: COMPLETED
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: COMPLETED
Issue: Can't login to Workspace. Incorrect combination of email/password. ERR-W1283

FINDINGS: ****KB0017399 ****for ERR-W1283
TPA IS SEEN FOR PAMELA IN SIEBEL FOR D1251
she uses lcc.canadalife@gmail.com for workspace and says its her own workspace account

No profile is found in SF for PAMELA PEEN HONG YEE or Pamela Yee for Workspace, she's not created her user ID.

As I wasn't finding any SF profile, I called into Assist desk Kevin checked and confirmed she's using the advisors email /account to login to Workspace and its locked.

RESOLUTION: she then confirmed she is using the advisors workspace. advised her against this. Advised to have the advisor call us to have the account unlocked as he was not available. 


--------------------------------------***DDS  01/05/2026***--------------------------
Hello Pamela, 

Thank you for contacting Workspace Support today regarding not being able to login to Workspace and receiving ERR-W1283.

It was a pleasure speaking to you and helping you regain access.

To recap, during our call it was determined you do not have your own Workspace account and are using the advisors Lawrence Chong’s credentials to access Workspace. 

Please note, we do not recommend sharing Workspace accounts.

As the advisor was not available, please have the advisor contact us at his convenience to help further.

As you noted, third party for attached was already completed, please check with Distribution_Methodology@canadalife.com to inquire if you’ve created a User ID, if you haven’t, you will need to first create a User ID, allow 48hrs and then register for Workspace.

Once you have the User ID, if you need further assistance, do contact us, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Anita M
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-19T21:31:15.000+0000,False,False,005OH00000AUS7aYAH,2025-12-19T20:56:36.000+0000,005OH00000AUS7aYAH,2025-12-19T21:31:15.000+0000,005OH00000AUS7aYAH,2025-12-19T21:31:15.000+0000,(604)970-5565,,lchong@telus.net,(604)322-7891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6JRfYAM,False,,24680900,003G0000018f6w1IAA,0010A000002wOxtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User sent an email confirming a transfer of client is ok?,Medium,"User sent an email confirming a transfer of client is ok?

Bonjour Marie-Pierr,

D’accord, aucun problème. 😊

Bonne fin de journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 





From: Marie-Pierr Genest <marie-pierr@gflabbe.com> 
Sent: Thursday, December 18, 2025 2:35 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Liste de clients

Bonjour, J’ai reçu une liste de clients pour le transfert d’Espaces Affaires et ça disait de communiquer avec cette adresse. Je voulais simplement aviser que ce sont mes clients et que c’est ok de les transférer. Présentement ils sont également
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 

J’ai reçu une liste de clients pour le transfert d’Espaces Affaires et ça disait de communiquer avec cette adresse.
Je voulais simplement aviser que ce sont mes clients et que c’est ok de les transférer. Présentement ils sont également en partie à Valmont Beaulieu mais c’est que je vais reprendre sa clientèle en 2026.

Merci.

 
 	Marie-Pierr Genest, Pl. Fin., B.A.A.
Conseillère en sécurité financière
 
Représentante en épargne collective
Services d’investissement Quadrus ltée
2828 boul. Laurier, Tour 1, 7e Étage 
Québec, Qc, G1V 0B9
Cellulaire : (418) 931-3848
Tel : 418 476-5864 poste 102
Telec : 418 476-5869
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.   Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 18 décembre 2025 13:54
À : Marie-Pierr Genest <marie-pierr@gflabbe.com>
Objet : RE: Liste de clients

Bonjour Marie-Pierr, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires. 

Pouvez-vous nous donner plus d’information pour votre demande? De quelle liste de clients parler vous et comment pouvons-nous vous aider? 😊


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: Marie-Pierr Genest <marie-pierr@gflabbe.com> 
Sent: Wednesday, December 17, 2025 2:54 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Liste de clients

Bonjour, J’ai bien regardé la liste de clients et ce sont des clients de Valmont Beaulieu pour l’instant mais qui me seront transférés sous peu donc bien vouloir effectuer le transfert des données pour ces clients quand même. Merci. 

Bonjour, 

J’ai bien regardé la liste de clients et ce sont des clients de Valmont Beaulieu pour l’instant mais qui me seront transférés sous peu donc bien vouloir effectuer le transfert des données pour ces clients quand même.

Merci.

 
 	Marie-Pierr Genest, Pl. Fin., B.A.A.
Conseillère en sécurité financière
 
Représentante en épargne collective
Services d’investissement Quadrus ltée
2828 boul. Laurier, Tour 1, 7e Étage 
Québec, Qc, G1V 0B9
Cellulaire : (418) 931-3848
Tel : 418 476-5864 poste 102
Telec : 418 476-5869
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.   Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-19T21:40:36.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T19:24:33.000+0000,0055o000001zVCKAA2,2025-12-19T21:40:36.000+0000,0055o000001zVCKAA2,2025-12-19T21:40:36.000+0000,(418)476-5864X102,(418) 931-3848,marie-pierr@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6JTFYA2,False,,24680328,003G0000018f5HsIAI,0010A000002wOMLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,issue with application,Medium,"Caller Name: RITA WONG BAILEY
Advisor or support staff: Advisor 
Advisor Code: 36737. F2356
Advisor Name: RITA WONG BAILEY	
Phone: 
Email: Rita@monarchwealthmanagement.ca		
Siebel verification: N/A
DEC ROTATION 2 QUESTIONS ASKED & CONFIRMED: N/A
Issue: opening a DFA, setting up TFSA, everything is fine. Stuck on Pre-authorized , does not want to make any recurring monthly contributions and can't.

FINDINGS: N/A

RESOLUTION: While on the call, she tried again and was able to complete the application.


--------------------------------------***DDS  12/19/2025***--------------------------
Hello Rita,

Thank you for contacting Workspace Support today regarding not being able complete a TFSA application.

While on the call, you tried the application again and were able proceed and finish the application.

Do reach out if you have any future troubles, thanks.

🔺Kindly spare 20 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Anita M
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-19T19:27:17.000+0000,False,False,005OH00000AUS7aYAH,2025-12-19T19:16:07.000+0000,005OH00000AUS7aYAH,2025-12-19T19:27:17.000+0000,005OH00000AUS7aYAH,2025-12-19T19:27:17.000+0000,(403)701-8865,,rita@monarchwealthmanagement.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AUS7aYAH,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6LF3YAM,False,,24684035,0030A000009T34AQAS,0010A00000AVwpzQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login error ERR-W1285,Medium,"CHANG QING LIN

Advisor was getting above error code. After authentication, help them to reset their User Id password. They were able to login successfully.

KB0020563  

Hello Chang,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with workspace login. After authentication, we changed the User Id password, and this unlocked your User Id. At the end, you were able to login successfully to workspace. 

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T20:35:28.000+0000,False,False,005OH00000BFiyTYAT,2025-12-19T20:18:37.000+0000,005OH00000BFiyTYAT,2025-12-19T20:35:28.000+0000,005OH00000BFiyTYAT,2025-12-19T20:35:28.000+0000,(647)334-9988,,lcq2929777@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6LICYA2,False,,24683474,0030A0000029lz9QAA,0010A000002w91CQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 19th, 2025 ***
User could not log in. Could not find authenticator so indicated it was on his computer after doing a logmein session and he logged in easily.
================
Bonjour Jacques,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à trouver l’authentificateur sur votre ordinateur (en haut à droite de la fenêtre du moteur de recherche). AU final vous vous êtes connecté sans problème.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-19T20:19:49.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-19T20:08:41.000+0000,005OH00000AbJ7aYAF,2025-12-19T20:19:49.000+0000,005OH00000AbJ7aYAF,2025-12-19T20:19:49.000+0000,(514)990-8922,(514) 594-4446,jacques@csfjv.ca,(514)666-9891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6LenYAE,False,,24683793,0030A0000029oRxQAI,0010A000002wB5wQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:14:13.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T20:14:13.000+0000,005OH000004Ir1xYAC,2025-12-19T20:14:13.000+0000,005OH000004Ir1xYAC,2025-12-19T20:14:13.000+0000,(403)808-9987,,petermmurray@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6LgVYAU,False,,24684043,0030A0000029oY9QAI,0010A000002wBAvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:18:45.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T20:18:45.000+0000,005OH000004Ir1xYAC,2025-12-19T20:18:45.000+0000,005OH000004Ir1xYAC,2025-12-19T20:18:45.000+0000,(403)264-5288,,chris@hylton.ca,(403)261-5004,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6M4bYAE,False,,24683665,003OH00000YlKPYYA3,001OH00000iB7wVYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-registration,Medium,"user called for registration assitance however she has recently just receive her user id, need to wait 48hr.
send instruction how to proceed to next step.

email==========================================================================
Bonjour Gina

Merci d’avoir contacté le support de l’espace d’affaire concernant votre soucis d’enregistrement, J'ai vraiment apprécié notre échange.

Comme nous l'avons discuté au téléphone, veuillez attendre 48 heures ouvrables avant de tenter de vous inscrire à l’espace d’affaire.

Pour la deuxième étape Vous aurez besoin des éléments suivants avant de commencer :
    Votre ID utilisateur
    Votre identifiant utilisateur Mot de passe

Suivre la procédure ci-dessous
 Register. En suivant les étapes ci-après :
 Étape 1 : Cliquez sur le lien https://lifeco.my.site.com/workspace/s/login/SelfRegister
Étape 2 : Saisissez votre identifiant RepNet et votre mot de passe.
Étape 4 : Saisissez votre prénom et votre nom, ainsi qu'une adresse électronique et un mot de passe.
Étape 5 : Cliquez sur Suivant pour accéder à la page suivante.
 
Lisez et acceptez les conditions d'utilisation.
Étape 6 : Un courriel de vérification sera envoyé à l'adresse électronique que vous avez saisie à l'étape précédente.
Étape 7 : Vérifiez le courriel en cliquant sur Vérifier maintenant.
 Votre compte sera activé une fois le courriel vérifié.
 Pour vous connecter à Workspace, cliquez sur ce lien https://espaceaffaires.canadavie.com

Et pour Philip il doit demander son code d'activation à distribution_methodology@canadalife.com.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
    
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T20:48:28.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-19T20:12:03.000+0000,005OH00000AZ3ZxYAL,2025-12-19T20:48:29.000+0000,005OH00000AZ3ZxYAL,2025-12-19T20:48:29.000+0000,(438)922-0794,,ghernandez@agencepg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6M6FYAU,False,,24682423,0030A0000029Zb0QAE,0010A000002vyq7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T19:50:28.000+0000,False,False,005OH000004pk06YAA,2025-12-19T19:50:28.000+0000,005OH000004pk06YAA,2025-12-19T19:50:29.000+0000,005OH000004pk06YAA,2025-12-19T19:50:29.000+0000,(905)752-2626X303,(416) 399-4047,rpitch@pitchfinancial.com,(905)475-6693,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6MZKYA2,False,,24686971,0030A0000029YcPQAU,0010A000002vy0TQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login Errors,Medium,"NAME: ANTHONY DELLA ROCCA 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: B3608
PHONE: +1 514-927-1698 
EMAIL: anthony.dellarocca@ipcc.ca 
 
ISSUE: 
User is not able to log in (KB0020560 
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User might be logging in through
 
TROUBLESHOOTING/RESOLUTION:
Connected to user through a logmein session
Troublesshooting: verified the link they were signing in through and then cleared cache and cookies
Verified the email and found that the user was putting in the wrong email address when signing in.
The issue was the autofill putting in the wrong email.

 
EMAIL:
 
--------------------------------------***DDS DEC/19/2025***--------------------------
No email sent",True,2025-12-19T21:27:23.000+0000,False,False,005OH00000BGf2TYAT,2025-12-19T21:16:12.000+0000,005OH00000BGf2TYAT,2025-12-19T21:27:23.000+0000,005OH00000BGf2TYAT,2025-12-19T21:27:23.000+0000,(514)620-0051X179,,anthony.dellarocca@ipcc.ca,(514)620-8967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6MirYAE,False,,24681098,0035o000003YhwdAAC,0015o000004Bc0lAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T19:27:50.000+0000,False,False,005OH00000865wTYAQ,2025-12-19T19:27:50.000+0000,005OH00000865wTYAQ,2025-12-19T19:27:50.000+0000,005OH00000865wTYAQ,2025-12-19T19:27:50.000+0000,(604)562-4907,(604)562-4907,krishan@krizal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6Nv7YAE,False,,24683227,0035o000004POrCAAW,0015o000004yXzHAAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Delete Authenticator,Medium,"•	Reason for call: Remove authenticator so user can reconnect to access WS account
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Completed via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
===========================
Bonjour Mathieu, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T20:13:40.000+0000,False,False,005OH00000BFQFGYA5,2025-12-19T20:04:32.000+0000,005OH00000BFQFGYA5,2025-12-19T20:13:40.000+0000,005OH00000BFQFGYA5,2025-12-19T20:13:40.000+0000,(438)373-9843,,lajoiemathieu50@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6OBDYA2,False,,24681645,003OH00000M9AbZYAV,001OH00000Qun64YAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica - CIAM - ERR W2310,Medium,"CIAM - ERR W2310

User is getting error W2310 when trying to register to Workspace as a Primerica advisor. Provided the troubleshooting steps for the two scenarios

=======================emails=======================

Hi Cristina, 

Thank you for contacting Workspace Support.  

We understand you are experiencing an issue during registration (ERR-W2310). This error can occur in two scenarios. Please review the details below to identify which applies to you and follow the corresponding steps:

Scenario 1: Incorrect Email Address
You registered with an incorrect email address but entered the correct Activation Code. Primerica user have two email addresses. You need to use the Primerica email address under your name to register. 

What to do:
•	Click the Change your email address link and update it to the email address your registration letter was sent to you. 

 
•	Once updated, the system will log you out.
•	Log back in using the correct email address and select Complete your registration with your Activation Code 

If you are unable to complete this yourself, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.


If you see a screen indicating the email address is aligned to another user, ensure you are entering the email address your registration letter was sent to.

Scenario 2: Incorrect Activation Code
You registered with the correct email address (the one on file in Salesforce) but entered the wrong Activation Code.

What to do:
•	Check your registration letter and confirm you have entered the correct Activation Code.
•	Once the correct code is entered, you should be able to complete the registration process.

Please let us know if you need further assistance after trying these steps, 

If you are unable to complete this yourself, please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 


From: CRISTINA B TABARANZA <CRISTINABTABARANZA@PRIMERICA.COM> 
Sent: Friday, December 19, 2025 1:24 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Access workspace

Hi, I just tried to complete my registration to access Canada life workspace but could not get through it. There was an error W2310 that is showing up. Can yu be able to help me or send another activation code. Thanks. Cristina Osias 15MGT --
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

I just tried to complete my registration to access Canada life workspace but could not get through it. There was an error W2310 that is showing up. Can yu be able to help me or send another activation code. Thanks.

Cristina Osias
15MGT

-- 
You are receiving this message from Cristina Osias on behalf of the Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively ""Primerica"") branch office located at 526 Circle Drive E, Saskatoon, SK S7K0T8. I can be reached at (306) 514-3232
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. 

===============emails======================",True,2025-12-19T20:03:17.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T19:36:59.000+0000,0055o000001zVCKAA2,2025-12-20T00:40:58.000+0000,0055o000001zVCKAA2,2025-12-20T00:40:58.000+0000,(306)514-3232,,cristinabtabaranza@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6ORJYA2,False,,24681550,0030A0000029msNQAQ,0010A000002w9oUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T19:35:38.000+0000,False,False,005G0000002gxxjIAA,2025-12-19T19:35:38.000+0000,005G0000002gxxjIAA,2025-12-19T19:35:38.000+0000,005G0000002gxxjIAA,2025-12-19T19:35:38.000+0000,(450)973-2333,(514) 659-8512,marie-cynthia.rabel@ig.ca,(450)973-9933,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6OZNYA2,False,,24681564,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T19:35:46.000+0000,False,False,005OH000004pk06YAA,2025-12-19T19:35:46.000+0000,005OH000004pk06YAA,2025-12-19T19:35:47.000+0000,005OH000004pk06YAA,2025-12-19T19:35:47.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6PjzYAE,False,,24684153,0030A0000029VCcQAM,0010A000002vvBgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:20:32.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T20:20:32.000+0000,005OH000004Ir1xYAC,2025-12-19T20:20:32.000+0000,005OH000004Ir1xYAC,2025-12-19T20:20:32.000+0000,(403)870-5839,,securelifefinancialltd@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6RH8YAM,False,,24683461,0030A0000029oQnQAI,0010A000002wB4wQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:08:21.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T20:08:21.000+0000,005OH000004Ir1xYAC,2025-12-19T20:08:21.000+0000,005OH000004Ir1xYAC,2025-12-19T20:08:21.000+0000,(403)317-4300,,,(416)842-7790,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6S0LYAU,False,,24684500,0030A0000029eWhQAI,0010A000002w2r9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:26:32.000+0000,False,False,0055o000001t1uPAAQ,2025-12-19T20:26:32.000+0000,0055o000001t1uPAAQ,2025-12-19T20:26:33.000+0000,0055o000001t1uPAAQ,2025-12-19T20:26:33.000+0000,(416)953-6368,,johnsonwang1982@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6SEpYAM,False,,24685152,003G0000018f5HsIAI,0010A000002wOMLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,DSFA Edit,Medium,"NAME: RITA WONG BAILEY
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: LL36737
PHONE: +1 403-701-8865 
EMAIL: rita@monarchwealthmanagement.ca 
 
ISSUE: 
Digital apps sent but there is an error with the phone number for authentication
 

 
FINDINGS:
KB0020687 - it could be the phone number that is put in for the docusign landing page.
The application cannot be changed once it has been sent. 
Application needs to be cancelled and resent.
KB0022107
 
TROUBLESHOOTING/RESOLUTION:
Called assist
User cannot edit the application. Advised that they would need to cancel the application, edit and then send it again. 

 
EMAIL:
 
--------------------------------------***DDS DEC/19/2025***--------------------------
Hello Rita,
Thank you for contacting Workspace Support about editing an application on the Digital Seg Fund App.
As mentioned during the call, we cannot edit an application that has been sent. It would need to be cancelled, edited, and resent. This should resolve the issue. Additionally, applications on the DSFA cannot be deleted. They will automatically be removed after 90 days of inactivity.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-19T20:56:50.000+0000,False,False,005OH00000BGf2TYAT,2025-12-19T20:38:15.000+0000,005OH00000BGf2TYAT,2025-12-19T21:02:41.000+0000,005OH00000BGf2TYAT,2025-12-19T21:02:41.000+0000,(403)701-8865,,rita@monarchwealthmanagement.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6SmgYAE,False,,24682775,003OH00000K1WC7YAN,001OH00000OTCMbYAP,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-NB,Medium,"user call regarding appliaction on simple protect not send to client
upon verifying the application is not submiited.
60856901-4
KB0021801 
=====================
Hello Kuldip,
Thank you for reaching out to Workspace Support, It was a pleasure talking with you today.
As we discuss over the phone it would be better to redit and submit the application to prevent from any glitch or error.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T20:55:28.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-19T19:56:19.000+0000,005OH00000AZ3ZxYAL,2025-12-19T20:55:29.000+0000,005OH00000AZ3ZxYAL,2025-12-19T20:55:29.000+0000,(778)859-4320,,kuldipgill.life@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6SumYAE,False,,24684228,0030A0000029ogfQAA,0010A000002wBIdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:21:54.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T20:21:54.000+0000,005OH000004Ir1xYAC,2025-12-19T20:21:54.000+0000,005OH000004Ir1xYAC,2025-12-19T20:21:54.000+0000,(403)560-0737,,absolutefinancialstrategies@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6UJqYAM,False,,24683620,003G0000018f7rHIAQ,0010A000002wPxhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: TANIS ROBERTSON
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: W1212
PHONE: 
EMAIL: trobertson@mallardwealth.ca 
 
ISSUE: 
User got a new device and needs to set up their MFA again
 
AUTHENTICATION (If Required):
KB0020738 
Authenticated user as an ADSL advisor
Authentication could not be completed because user did not have access to the phone number on siebel
 
FINDINGS:
KB0020738 - I can disconnect mfa so that user and connect again
 
TROUBLESHOOTING/RESOLUTION:
Could not authenticate user
Advised them to call back when they have access to phone number on siebel
 
EMAIL:
 
--------------------------------------***DDS DEC/19/2025***--------------------------

Hello Tanis,
Thank you for contacting Workspace Support about 
 
As mentioned on the call today, we could not complete setting up your authenticator because our security measures require that for this request, we speak to you on the number that is on your file. You can either call us back once you have access to your office number of you can update APEXA to reflect your personal phone so we can assist you when you call with your cell.
 
Let me know if you have any more questions.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-19T20:23:13.000+0000,False,False,005OH00000BGf2TYAT,2025-12-19T20:11:22.000+0000,005OH00000BGf2TYAT,2025-12-19T20:23:42.000+0000,005OH00000BGf2TYAT,2025-12-19T20:23:42.000+0000,(306)934-6011,(306) 227-4732,trobertson@mallardwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6UN6YAM,False,,24687255,0030A0000029mQ3QAI,0010A000002w9PrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User is not sure if an application was submitted properly,Medium,"User is not sure if an application was submitted properly - KB0023235

I propose them to use logmein to check if the submitted application  was in new business web app. They preferred to check with their NBC first. 

=====================emails================

Hi Jing,

Thank you for contacting Workspace Support.  

As discussed, I transferred your call to your New Business Coordinator Nancy Savignano. You can reach them with their contact details below: 

-	Phone number: 1-647-265-1374
-	Email: NBInquiry.Team5@canadalife.com

If they are not able to locate the submitted application, send us an email with the following details :

-	Application number
-	Applicant name
-	Type of application
-	Best contact number
-	Any error message received

Thank you and have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T21:35:01.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T21:22:12.000+0000,0055o000001zVCKAA2,2025-12-22T15:39:44.000+0000,0055o000001zVCKAA2,2025-12-22T15:39:44.000+0000,(604)261-2123,(604) 716-7209,jasmineliu1118@yahoo.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6V33YAE,False,,24684833,0030A0000029cZPQAY,0010A000002w1FuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:32:36.000+0000,False,False,005OH000003ds0PYAQ,2025-12-19T20:32:36.000+0000,005OH000003ds0PYAQ,2025-12-19T20:32:36.000+0000,005OH000003ds0PYAQ,2025-12-19T20:32:36.000+0000,(705)521-1444,,dpoeta@assante.com,(705)521-1450,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6VFxYAM,False,,24685198,0030A000009RTIEQA4,0010A00000AUAWKQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-unlock and reset password,Medium,"user received error-w1283
KB0020537
Authneticated user unlocked and reset password.

email==================================================================Bonjour Philip,

Merci d’avoir contacté le support de l’espace d’affaire concernant votre soucis eureur w1283 , J'ai vraiment apprécié notre échange.

Lors de notre appel aujourd'hui, nous avons réussi à débloquer et réinitialiser votre mot de passe.

Nous avons effectué une connexion d'essai pour vérifier si tout fonctionne, et vous avez pu accéder à votre compte espace d’affaire.

Si vous avez besoin d’une assistance supplémentaire, n’hésitez pas à nous contacter.

Nous apprécierions que vous accordiez 10 secondes et remplissiez notre 
sondage, cela nous aidera à mieux vous servir. Tous les commentaires sont les bienvenus et appréciés !

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: Simplement Protégé - Apprentissage et soutien
 
Merci, 
  
Natasha R
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T20:55:08.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-19T20:39:07.000+0000,005OH00000AZ3ZxYAL,2025-12-19T20:55:09.000+0000,005OH00000AZ3ZxYAL,2025-12-19T20:55:09.000+0000,(514)574-9623,(514) 574-9623,philippe@objectifsfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6WiEYAU,False,,24683322,0030A0000029oQlQAI,0010A000002wB4uQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:06:08.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T20:06:08.000+0000,005OH000004Ir1xYAC,2025-12-19T20:06:09.000+0000,005OH000004Ir1xYAC,2025-12-19T20:06:09.000+0000,(403)266-0208,,psoukoroff@maxfinancial.ca,(403)232-1279,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6WteYAE,False,,24685139,0030A0000029d9HQAQ,0010A000002w1iqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:37:56.000+0000,False,False,005OH000003ds0PYAQ,2025-12-19T20:37:56.000+0000,005OH000003ds0PYAQ,2025-12-19T20:37:57.000+0000,005OH000003ds0PYAQ,2025-12-19T20:37:57.000+0000,(705)662-7972,,steven@solainsurance.ca,(705)222-7628,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6XOAYA2,False,,24685005,0030A000004LtM8QAK,0010A0000058dU9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:35:32.000+0000,False,False,005OH000003ds0PYAQ,2025-12-19T20:35:32.000+0000,005OH000003ds0PYAQ,2025-12-19T20:35:33.000+0000,005OH000003ds0PYAQ,2025-12-19T20:35:33.000+0000,(705)674-2565,(647) 220-3373,,(855)621-4261,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6bgLYAQ,False,,24686460,003G0000018f6zcIAA,0010A000002wP2GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T21:04:55.000+0000,False,False,0055o000002KxaMAAS,2025-12-19T21:04:55.000+0000,0055o000002KxaMAAS,2025-12-19T21:04:56.000+0000,0055o000002KxaMAAS,2025-12-19T21:04:56.000+0000,(780)702-5807X228,(780) 988-5826,lucas@bbfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6btCYAQ,False,,24684534,0030A0000029pW3QAI,0010A000002wBx8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:27:04.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T20:27:04.000+0000,005OH000004Ir1xYAC,2025-12-19T20:27:04.000+0000,005OH000004Ir1xYAC,2025-12-19T20:27:04.000+0000,(403)618-5144,,hoodgail532@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6buuYAA,False,,24686361,0030A00000CkIvGQAV,0015o000003m5tpAAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Investment Centre Tech Issue,Medium,"**WRS Email Thread** Dec 19 2025

Bonjour Lizakim,

Je comprends que vous recevez un message d’erreur quand vous essayez de soumettre une demande pour un nouveau client sur le centre d’investissement. 

À cause de la nature de ce cas, je vous demande de contacter votre représentant de services conseillers – laquelle est Kathleen Tremblay. 

Son courriel est kathleen.tremblay@canadavie.com et son numéro de téléphone est 1-888-532-3322 extension 4191.

Si elle n’est pas disponible, veuillez appeler le numéro de téléphone 1-888-532-3322 et appuyez l’option de parler avec un représentant de services conseillers.

Je vous remercie pour votre temps et votre compréhension. Si vous avez des questions sur des rapports du centre d’investissement, de taux de rendement, ou sur l’aperçu Portefeuille, n’hésitez pas à nous contacter.  

S’il vous êtes possible, veuillez prendre 30 secondes pour nous faire savoir comment je vous a aidé aujourd'hui en répondant à notre sondage!  Wealth support (swoogo.com)
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
 
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 12, 2025 12:29 PM
To: Théroux, Lizakim <lizakim.theroux@bltheroux.qc.ca>
Cc: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: RE: Centre d'Investissement - Cas 24210844

Bonjour,

Merci pour votre courriel.

J'ai ajouté le département Quadrus à ce courriel pour vous aider davantage.

Salut @Wealth Reporting Support, pourriez-vous aider Lizakim avec le problème technique dans Centre d’Investissement?



Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Lizakim Théroux <lizakim.theroux@bltheroux.qc.ca> 
Sent: December 11, 2025 1:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Centre d'Investissement - Cas 24210844

Bonjour, Lors de mon appel récent, il m’a été indiqué que ma demande serait escaladée et que je recevrais un courriel dans trois jours ouvrables et que je n’avais pas à transmettre ma demande. Cependant, le problème sur mon compte n’est toujours
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,

Lors de mon appel récent, il m’a été indiqué que ma demande serait escaladée et que je recevrais un courriel dans trois jours ouvrables et que je n’avais pas à transmettre ma demande. Cependant, le problème sur mon compte n’est toujours pas résolu.
On m’a précisé que le problème vient de l’interface de mon compte et qu’il doit être corrigé. Au départ, j’avais contacté le numéro du centre d’investissement et c’est eux qui m’ont donné le numéro du soutien technique d’espace affaires.
Jusqu’ici, aucune action concrète n’a été effectuée.

Merci de votre retour.

Lizakim Théroux,
Conseillère en sécurité financière 
Conseillère en régimes de rentes collectives 
Représentante en investissement avec Quadrus

Benoit & Léo Théroux inc.
76, rue du Roi
Sorel-Tracy (Québec)  J3P 4M8
Tél.: (450) 743-0035, poste 129 / 1-800-563-0035  / fax.: (450) 743-4528
lizakim.theroux@bltheroux.qc.ca    -    www.bltheroux.qc.ca

Suivez-nous sur  
 
 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. // The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 11 décembre 2025 15:10
À : Lizakim Théroux <lizakim.theroux@bltheroux.qc.ca>
Objet : RE: Centre d'Investissement - Cas 24210844

Bonjour Lizakim,

Le courriel précédent indiquait de contacter l’équipe Soutien Quadrus pour les problèmes techniques liées à cette plateforme.
Soutien Quadrus : 1-888-532-3322. Vous pouvez aussi les contacter par courriel pour plus d’assistance : wealthreportingsupport@canadalife.com.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 







From: Lizakim Théroux <lizakim.theroux@bltheroux.qc.ca> 
Sent: December 11, 2025 9:48 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Centre d'Investissement - Cas 24210844

Bonjour, Je fais un suivi avec vous, car personne ne m’a contacté encore et le problème persiste toujours dans le centre d’investissement. Merci, Lizakim Théroux, Conseillère en sécurité financière Conseillère en régimes de rentes collectives

Bonjour,

Je fais un suivi avec vous, car personne ne m’a contacté encore et le problème persiste toujours dans le centre d’investissement.

Merci,

Lizakim Théroux,
Conseillère en sécurité financière 
Conseillère en régimes de rentes collectives 
Représentante en investissement avec Quadrus

Benoit & Léo Théroux inc.
76, rue du Roi
Sorel-Tracy (Québec)  J3P 4M8
Tél.: (450) 743-0035, poste 129 / 1-800-563-0035  / fax.: (450) 743-4528
lizakim.theroux@bltheroux.qc.ca    -    www.bltheroux.qc.ca

Suivez-nous sur  
 
 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. // The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 2 décembre 2025 16:29
À : Lizakim Théroux <lizakim.theroux@bltheroux.qc.ca>
Objet : Centre d'Investissement - Cas 24210844

Bonjour Lizakim,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le code d’erreur sur la plateforme Centre d’Investissement.

Comme mentionné lors de notre appel, veuillez contacter le Soutien Quadrus pour les problèmes techniques liées à cette plateforme.
Soutien Quadrus : 1-888-532-3322


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T21:02:48.000+0000,False,False,005OH000002iN7rYAE,2025-12-19T21:02:48.000+0000,005OH000002iN7rYAE,2025-12-19T21:02:49.000+0000,005OH000002iN7rYAE,2025-12-19T21:02:49.000+0000,(450)743-0035,(450) 881-0232,lizakim.theroux@bltheroux.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6ekeYAA,False,,24685717,003G0000018f6wYIAQ,0010A000002wOyQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:49:39.000+0000,False,False,005G0000002gxxjIAA,2025-12-19T20:49:39.000+0000,005G0000002gxxjIAA,2025-12-19T20:49:39.000+0000,005G0000002gxxjIAA,2025-12-19T20:49:39.000+0000,(514)931-4242,(514) 831-7306,luca.talarico@ltplanservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6esjYAA,False,,24685835,003OH00000WaPDlYAN,001OH00000e15wfYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:51:59.000+0000,False,False,005OH000002npWUYAY,2025-12-19T20:51:59.000+0000,005OH000002npWUYAY,2025-12-19T20:51:59.000+0000,005OH000002npWUYAY,2025-12-19T20:51:59.000+0000,(905)536-5103,,lukasolach24@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6fSAYAY,False,,24685334,0030A0000029Y6sQAE,0010A000002vxckQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect-,Medium,"***********dds*********** 12/19/2025
User having issues with authenticator. DDS authenticated user and assisted with a disconnect and a reconnect of mfa. 

ref: KB0021888, KB0016709

*********EMAIL CHAIN*******
Hello Jian, 

   Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you disconnect and reconnect your MFA to ensure account security. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T21:01:11.000+0000,False,False,005OH00000BFQFHYA5,2025-12-19T20:42:09.000+0000,005OH00000BFQFHYA5,2025-12-19T21:01:11.000+0000,005OH00000BFQFHYA5,2025-12-19T21:01:11.000+0000,(604)438-3699,,susanjian@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6fdTYAQ,False,,24685312,0030A0000029dkBQAQ,0010A000002w2CBQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:41:44.000+0000,False,False,005G0000002gxxjIAA,2025-12-19T20:41:44.000+0000,005G0000002gxxjIAA,2025-12-19T20:41:44.000+0000,005G0000002gxxjIAA,2025-12-19T20:41:44.000+0000,(514)996-1915,,info@kinoglobal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005G0000002gxxjIAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6gBPYAY,False,,24687390,0030A0000029ZzUQAU,0010A000002vzDeQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA setup,Medium,"*********DDS****** 12/19/2025
User calling as they need assistance setting up their MFA. 
DDS did a logmein session and assisted user with the setup 


*****************email chain********

Hello Andrea, 

Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting connect your MFA to ensure account security. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T21:37:20.000+0000,False,False,005OH00000BFQFHYA5,2025-12-19T21:25:00.000+0000,005OH00000BFQFHYA5,2025-12-19T21:37:21.000+0000,005OH00000BFQFHYA5,2025-12-19T21:37:21.000+0000,(604)980-7879,,asullivan2@shaw.ca,(604)980-7848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6hTyYAI,False,,24686177,0030A000009Rb4sQAC,0010A00000AUIbvQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T20:59:06.000+0000,False,False,0055o000001t1uPAAQ,2025-12-19T20:59:06.000+0000,0055o000001t1uPAAQ,2025-12-19T20:59:06.000+0000,0055o000001t1uPAAQ,2025-12-19T20:59:06.000+0000,(647)529-0565,6475290565,dexin.s.ca@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6mbmYAA,False,,24688094,003G0000018f6z8IAA,0010A000002wP1mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Redirect,Medium,"WRS Dec 23 2025

Good afternoon Darin,

The ACB/share information shown in this report comes from the fund company based on the transaction received into the system and is not calculated by Investment Centre. And the following price information were found in Investment Centre, Transaction > Details which equaled to the gross (net) amount and book value amount. It is recommended to reach out to the fund company directly for more details regarding the client’s book value. 


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Darin Calderwood <Darin@helmsmanfinancial.ca> 
Sent: December 22, 2025 12:56 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: RE: [EXT] /Case 24688094

Hi, So I already initially contacted my ASR, Atalanti. She tried to answer the questions then was unable to do so, she then referred me to your team. And now you’re sending me back in circles. Not sure why this is such a difficult question. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

So I already initially contacted my ASR, Atalanti.  She tried to answer the questions then was unable to do so, she then referred me to your team.  And now you’re sending me back in circles.

Not sure why this is such a difficult question.

Quite disappointed.

 
Darin Calderwood BBA, CFP
Certified Financial Planner
  
 		Book time to meet with me


 
Quadrus Investment Services
#408-355 Burrard St.
Vancouver BC, V6C 2G8
Tel: 604-868-2284

www.helmsmanfinancial.ca 
 
Member of the Canadian Association of Insurance and Financial Advisors (Advocis)
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


**WRS Email Thread** Dec 19 2025

Good Day Darin,

Thank you for reaching out to us with your question. It appears that the nature of your inquiry has become more transactional, specifically regarding why the numbers are presented in a certain way.

This type of analysis falls outside the scope of our team’s responsibilities. We recommend contacting your Advisor Service Representative (ASR) team member, as they are best equipped to assist you with this level of detail.

As Carmen mentioned, it seems that your ASR would be Margot Pert. You can contact them via email at  Margot.Pert@quadrusinvestment.com, or the General Quadrus ASR line (mutual fund related inquiries) at 1-888-532-3322, select 1 for advisor and then select 3 to speak to an ASR. 

Thank you for your understanding, and please don’t hesitate to reach out if you have any other questions within our scope.

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Wilfredy
Sr. Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.





From: Darin Calderwood <Darin@helmsmanfinancial.ca> 
Sent: December 15, 2025 4:13 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: RE: [EXT] /Case24502471

Hi Carmen. Thanks for getting back to me. Just trying to understand this: The Unit Price is the fund’s market price for the following date, ex. TDB2605 is 13. 5100 on Oct. 17, 2024. As for the Cost/Unit, it is the ACB/Share price which is 13. 1991
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carmen.

Thanks for getting back to me.  Just trying to understand this:

The Unit Price is the fund’s market price for the following date, ex. TDB2605 is 13.5100 on Oct. 17, 2024. As for the Cost/Unit, it is the ACB/Share price which is 13.1991 on Oct. 17, 2024, for TDB2605.

I’m having a hard time understanding what you’re saying above.  This is on the same date, October 17, 2024, when the money transferred in.  On the day of the purchase, how is the market price different than the cost/unit?  I completely understand how this will change afterwards but I would have thought on the same trade day that you buy the fund, the market price and cost/unit would be the same.

One more thing.  How do I get Book Value and number of units on Oct 30, 2024?

 Thanks,

Darin Calderwood BBA, CFP
Certified Financial Planner
  
 		Book time to meet with me


 
Quadrus Investment Services
#408-355 Burrard St.
Vancouver BC, V6C 2G8
Tel: 604-868-2284

www.helmsmanfinancial.ca 
 
Member of the Canadian Association of Insurance and Financial Advisors (Advocis)
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: December 12, 2025 11:28 AM
To: Darin Calderwood <Darin@helmsmanfinancial.ca>
Subject: RE: [EXT] /Case24502471

Good day Darin,

Thank you for reaching out to Wealth Reporting Support team.

On the Investment Statement report, the gross (net) amount = Unit Price * Number of Units. As the book value = Cost/Unit * Number of Units.

The Unit Price is the fund’s market price for the following date, ex. TDB2605 is 13.5100 on Oct. 17, 2024. As for the Cost/Unit, it is the ACB/Share price which is 13.1991 on Oct. 17, 2024, for TDB2605. This information can be found under Transactions > Details on Investment Centre. Please note the gain/loss shown in the attached file is not for tax purposes and is recommended to reach out to the fund company directly for more details.

 



Please note the branch’s designated Quadrus ASR appears to be Margot Pert (mutual fund related inquiries). If you require further assistance, please feel free to reach out to Margot.Pert@quadrusinvestment.com. Or the General Quadrus ASR line (mutual fund related inquiries) at 18885323322, select 1 for advisor and then select 3 to speak to an ASR. 



Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Darin Calderwood <Darin@helmsmanfinancial.ca> 
Sent: December 10, 2025 4:23 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] 

Hi, Hoping you can give me a call about this as the client’s accountant and myself have some questions. As an example, on page 3, TD Global Tactical there is a transfer in on Oct 17, 2024: Why is the gross amount and the book value different?

Hi,

Hoping you can give me a call about this as the client’s accountant and myself have some questions.

As an example, on page 3, TD Global Tactical there is a transfer in on Oct 17, 2024:

•	Why is the gross amount and the book value different?
•	Why is the unit price and cost/unit different on the same day?

I realize it is consistently different but an explanation would be helpful.

Clients accountant is looking for an explanation as to Gross amount and Book Value difference.

Thanks,

 
Darin Calderwood BBA, CFP
Certified Financial Planner
  
 		Book time to meet with me


 
Quadrus Investment Services
#408-355 Burrard St.
Vancouver BC, V6C 2G8
Tel: 604-868-2284

www.helmsmanfinancial.ca 
 
Member of the Canadian Association of Insurance and Financial Advisors (Advocis)
 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-19T21:42:22.000+0000,False,False,005OH000002iN7rYAE,2025-12-19T21:42:22.000+0000,005OH000002iN7rYAE,2025-12-23T21:09:57.000+0000,005OH0000071DK9YAM,2025-12-23T21:09:57.000+0000,(604)868-2284,(604) 868-2284,darin@helmsmanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7rYAE,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6oyXYAQ,False,,24688620,0030A0000029dTLQAY,0010A000002w20FQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/19*
----------------
harris, 
m082852
11298
HARRIS ABRO

disconnected MFA in SF 
walked through registering new app 
logged into Workspace 

*email*
----------------
Good afternoon Harris, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were using the Salesforce Authenticator app on your iPhone but it reverted to a freshly installed state and you could no longer use it to log into Workspace. We were able to help you set up Microsoft Authenticator and log into Workspace using it successfully. If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T00:46:40.000+0000,False,False,005OH000008919xYAA,2025-12-19T21:56:44.000+0000,005OH000008919xYAA,2025-12-20T00:46:40.000+0000,005OH000008919xYAA,2025-12-20T00:46:40.000+0000,(604)761-5405,,harris@diversifi.ca,(604)270-2893,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6pOIYAY,False,,24686802,0030A0000041wbvQAA,0010A000004nW2QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T21:12:05.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T21:12:05.000+0000,005OH000004Ir1xYAC,2025-12-19T21:12:06.000+0000,005OH000004Ir1xYAC,2025-12-19T21:12:06.000+0000,(403)928-2788,(403) 928-2788,vern@missionfinancial.ca,(587)289-1987,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6pZbYAI,False,,24688769,0035o000007WVGdAAO,0015o000008CzyYAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to register to Workspace Quadrus Direct and User ID,Medium,"How to register to Workspace Quadrus Direct and User ID

User needed help to register to their User ID and to their Workspace account. Provided them the instructions to help them register. 


=========================emails====================

Bonjour Remi, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.  

Pour obtenir votre accès à l’Espace affaires, vous devrez tout d’abord faire votre inscription pour votre nom d’utilisateur. Vous pourrez par la suite faire votre inscription pour votre compte Espace affaires. 

Vous trouverez ici-bas les explications pour obtenir vos 2 accès. 

Comment obtenir un nom d’utilisateur

Avant que vous puissiez obtenir votre compte Espace affaires, vous devrez faire votre inscription pour votre nom d’utilisateur. Vous aurez besoin de votre code d’activation. 

Pour obtenir votre code d’activation, veuillez envoyer un courriel à distribution_methodology@canadalife.com et leur demander de vous envoyer votre lettre d’inscription pour votre nom d’utilisateur. Cette lettre contiendra un numéro d’activation.

Une fois que vous aurez obtenu votre code d’activation ainsi que les autres renseignements nécessaires pour faire votre inscription pour votre nom d’utilisateur de la part du département de Canada Vie de méthodologie de distribution, veuillez utiliser ce lien pour faire votre inscription : https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/WEB-INF/web/registration/TermsAndConditions.jsp&requestedLanguage=fr

Comment vous inscrire pour votre compte Espace affaires

Une fois inscrit, vous devrez attendre 48 heures ouvrables avant de pouvoir vous inscrire à votre compte Espace affaires. 

Pour compléter votre inscription, veuillez faire suivre ce lien : https://workspace.canadalife.com/s/login/SelfRegister?language=fr

Si vous avez des questions en lien avec votre inscription pour votre compte Espace affaires, veuillez nous envoyer un courriel une fois que vous serez rendu à cette étape. 

Bonne fin de journée! 

Merci de m’avoir permis de vous aider aujourd’hui! Si vous pouviez cliquer sur ce lien pour nous faire part de vos commentaires sur mon service, cela serait vraiment apprécié. N’hésitez pas à inclure toute suggestion pour notre plateforme Espace Affaires : court sondage

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 


From: Belisle, Maxime <Maxime.Belisle@canadavie.com> 
Sent: Friday, December 19, 2025 12:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: remilafontaine@sympatico.ca; Kljajic, Danijel <Danijel.Kljajic@conseilscanada.com>
Subject: Accès Espace Affaires

Bonjour, 

Pouvez-vous aider M. Lafontaine avec son accès Espace Affaires Quadrus Direct? Je crois qu’il n’a jamais été inscrit et il n’a pas l’authentification multifactorielle. 


Merci et bonne journée,  

Nouvelles Quadrus
Commentaires et suggestions pour Quadrus

Maxime Bélisle
Consultant, expérience opérationnelle | Plateformes de distribution, Gestion de patrimoine
Services d’investissement Quadrus ltée
https://www.quadrusinvestmentservices.com/fr
maxime.belisle@canadavie.com  | 438-458-7753
 
Consultez canadavie.com. Suivez-nous sur LinkedIn | Facebook | Instagram | YouTube | X
Nous nous soucions de la protection des renseignements personnels de nos clients. Les renseignements personnels que vous fournissez, le cas échéant, en répondant à cette demande seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadalife.com/fr/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T22:00:58.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T22:00:58.000+0000,0055o000001zVCKAA2,2025-12-20T00:40:07.000+0000,0055o000001zVCKAA2,2025-12-20T00:40:07.000+0000,(613)266-5826,,7456132@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6pxlYAA,False,,24686825,0030A0000041wbvQAA,0010A000004nW2QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T21:12:31.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T21:12:31.000+0000,005OH000004Ir1xYAC,2025-12-19T21:12:31.000+0000,005OH000004Ir1xYAC,2025-12-19T21:12:31.000+0000,(403)928-2788,(403) 928-2788,vern@missionfinancial.ca,(587)289-1987,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6qnSYAQ,False,,24689606,0030A0000029i6zQAA,0010A000002w5saQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T22:32:07.000+0000,False,False,005OH000004Ir1xYAC,2025-12-19T22:32:07.000+0000,005OH000004Ir1xYAC,2025-12-19T22:32:08.000+0000,005OH000004Ir1xYAC,2025-12-19T22:32:08.000+0000,(403)698-3983,(403) 271-1905,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6x8zYAA,False,,24690252,0030A00000B5qYmQAJ,0010A00000Bg972QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Health Questionaire and Signature issue,Medium,"*** DDS 22DEC2025 ***
emailed user the link and expected data and advised to copy the last name EXACTLY as it appears in my email as I suspect this is a straight vs curvy apostrophe issue
*12/19*
----------------
60928770-5
kaylyn martin 
e3830


Advisor’s name & phone number kaylyn martin  250 718 7650
Application number 60928770-5
ISAM ID (KMARTIN@clext)
Description of the issue
working on an app for my client, his last name has an apostrophe in it and it's not accepting his their answers. 
advisor confirmed they were putting in the information correctly into the app and they also confirmed withthe client that the answers were put in correctly,  


*email*
----------------

Good morning Kaylyn,

I am reaching out from Workspace Support regarding the email verification issue for Simple Protect application 60928770-5. Please see the link below to send to your client which will be active for 72hrs. Please ask them to copy and paste the name EXACTLY as it appears below. We also advise against signing using a mobile device or the Safari browser. Please let me know if you have any questions or if there is anything else I can assist with.

Link - https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=9624b7d0-997a-4b11-b23b-7033b7dce9da
Expected data:
Name: D'Heer
Postal code: T0E1E0
Date of birth: January 7, 1990

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello L2es, 

This advisor would like a signature link resent if possible. 

Advisor’s name & phone number kaylyn martin  250 718 7650
Application number 60928770-5
ISAM ID (KMARTIN@clext)
Description of the issue
working on an app for my client, his last name has an apostrophe in it and it's not accepting their answers. 
advisor confirmed they were putting in the information correctly into the app and they also confirmed with the client that the answers were put in correctly,  


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Good afternoon Kaylyn, 

Thank you for contacting the Workspace Support Team with your inquiry. 

The clients name contains some punctuation which interfered with them signing, you attempted to remedy by amending and resending the link, but they are still unable to open it regardless. We have escalated this to our L2 team, they will follow up with you next week. If you have any other questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T23:37:50.000+0000,False,False,005OH000006wv2TYAQ,2025-12-19T22:59:39.000+0000,005OH000008919xYAA,2025-12-22T15:31:40.000+0000,005OH000006wv2TYAQ,2025-12-22T15:31:40.000+0000,(250)979-1818,,kaylyn.martin@raymondjames.ca,(250)979-2749,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6yzXYAQ,False,,24689812,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations - authentication failed,Medium,"*12/19*
----------------

f1833
ll28177
ZHAOAN SUI
user has 2 active codes does not know the second 

*email*
----------------

Good afternoon Jonathan, 

Thank you for contacting the Workspace Support Team with your inquiry.

You wanted to log into the product illustrations app and then workspace but were unable to proceed. Unfortunately, you could not pass authentication and we had to decline assistance, please call back with 2 active Canada Life selling codes/Producer codes, your ll# cannot be used for authentication anymore. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T23:47:33.000+0000,False,False,005OH000008919xYAA,2025-12-19T22:40:27.000+0000,005OH000008919xYAA,2025-12-19T23:47:34.000+0000,005OH000008919xYAA,2025-12-19T23:47:34.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6z4IYAQ,False,,24689823,0030A0000029d9vQAA,0010A000002w1jUQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked Workspace Account,Medium,"Locked Workspace Account - KB0017399 


Assistant called I informed them we need to talk with the advisor directly to unlock their account

=====================emails====================

Hi Matthew, 

Thank you for contacting Workspace Support.  

I discussed with Willam, and they informed us of your login issue. Your account is currently locked so you will need to call us to get it unlocked. We need to take to you directly to unlock your account, but it will takes 5-10 minutes to fix your issue. 

Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T22:48:43.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T22:40:58.000+0000,0055o000001zVCKAA2,2025-12-22T15:35:17.000+0000,0055o000001zVCKAA2,2025-12-22T15:35:17.000+0000,(604)825-6926,,matthewwan.integrity@gmail.com,(604)321-7856,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i6zh0YAA,False,,24689172,0030A000002CnR0QAK,0010A000002zLDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked Workspace Account,Medium,"Locked Workspace Account - KB0017399 


User was sharing his Workspace account with their assistant. I verified their identity, unlocked their account, Reset their password and did a logmein. We reset their password again. I suggested to setup their MFA now but they were in a rush. I also told them their assistant will need to get their own workspace account and that i will be happy to assist them set it up

====================emails==================

Hi Lawrence, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you regain access to your Workspace account. 

As discussed, please find below the instruction to setup your Google Authenticator to your Workspace account. 


1. Navigate to the Workspace login page on your computer 
 
https://workspace.canadalife.com
 
2. When prompted to Choose a Verification Method select ""Use authentication codes from an authenticator app""
 
 
 
3.	Open Google Authenticator on your mobile device
4.	Tap the + icon
 
 

5.	Scan the QR code that should still be visible on the computer screen
6.	On the mobile device, the Authenticator app will generate a code
7.	Input the code from Google Authenticator on the Workspace screen on the computer and click Connect

 

During Workspace login it will now request a confirmation through the Google Authenticator on their mobile device.

Have a wonderful day!


  Thank you for your patience while I was working in your case. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback: complete our brief survey

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T22:41:19.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T22:14:54.000+0000,0055o000001zVCKAA2,2025-12-22T15:35:05.000+0000,0055o000001zVCKAA2,2025-12-22T15:35:05.000+0000,(604)970-5565,,lchong@telus.net,(604)322-7891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i712uYAA,False,,24690497,0030A000002CnR0QAK,0010A000002zLDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User ID Registration and Workspace MGA Registration,Medium,"User ID Registration and Workspace MGA Registration

User contacted us to get help to register to their User ID and to register to Workspace as a delegate. We connected through Logmein and helped them finished their Workspace registration. We also informed them of the 48 business hours delay before they can register to their Workspace account


======================emails==========================

Hi Pamela, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you register your User ID. 

The last step required will be to create your Workspace account in 48 business hours. 

You can create your Workspace account on Wednesday morning with this link: https://lifeco.my.site.com/workspace/s/login/SelfRegister


If you need help with your Workspace account registration, send us an email Wednesday and we will be glad to assist you. 

Have a wonderful weekend!

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T23:40:55.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T23:13:17.000+0000,0055o000001zVCKAA2,2025-12-20T00:38:56.000+0000,0055o000001zVCKAA2,2025-12-20T00:38:56.000+0000,(604)970-5565,,lchong@telus.net,(604)322-7891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i72QNYAY,False,,24689962,003G0000018f7i9IAA,0010A000002wPoXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Address correction for JOFFREY ORQUIA,Medium,"SL - Sent to DAS for investigation. INC1945660. Address corrected and user advised.

****DDS****12/17/25 

Address change was done for 1 out of 2 products in WS
As per KB0015432, Escalated to Level 2 for address correction
 
============================================================================================= 
 
****Email Chain****


Good afternoon Shelley,

We’ve heard back from our digital lab that the address has been corrected and verified it’s displaying properly on Workspace through the backend system. Should the issue persist, please reach out to let us know!

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Survey

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas


Good day Shelley,

Thank you for contacting Workspace Support regarding the address update for the client Joffrey Orquia.

I have escalated this to our 2nd level support team for further investigation. Once there is an update, the team will reach out to you directly. If you have any other questions, please do not hesitate to reach out to us and we will be happy to assist!


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Shelley Bahrich <shelley@mpsinsurance.ca> 
Sent: December 18, 2025 2:07 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Joffrey Orquia - address correction needed

Hi there, can you please make an address correction as the above client’s profile is showing his old address on one of his policies. Langford BC is the correct address. Please refer to the snip it below for where the correction needs to
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there, can you please make an address correction as the above client’s profile is showing his old address on one of his policies.  Langford BC is the correct address.   Please refer to the snip it below for where the correction needs to be made, thank you.

 

Shelley Bahrich
Office Manager
MPS Insurance and Financial Services
#202, 4918 Roper Road NW
Edmonton AB T6B 3T7
Phone: 780-439-3600 Fax: 780-424-8544
shelley@mpsinsurance.ca

""Working with you to plan and protect your future""

You are receiving this email because you are a client of our firm, or you have requested information from us.  If you no longer wish to receive emails of this nature, please reply with UNSUBSCRIBE in the subject line or call our office at (780)439-3600. This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. Thank you. 
Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-23T20:38:28.000+0000,False,False,0050A000000qsPeQAI,2025-12-19T22:47:37.000+0000,005OH0000097FtCYAU,2025-12-23T20:38:29.000+0000,0050A000000qsPeQAI,2025-12-23T20:38:29.000+0000,(780)439-3600,,nathan@mpsinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i736HYAQ,False,,24689076,003OH00000M9BUKYA3,001OH00000Quw3HYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue - Primerica,Medium,"***DDS Dec.19/2025***
User was having issues accessing his Workspace account and was receiving the ERR-W1284 message, Authenticated user and performed a logmein session, followed KB0020562 and tried to trigger a verification email to be sent to the user as he could not find the original. Confirmed the advisor was using the correct User ID but was not able to input his password correctlyto trigger the verification email, got him to try the forgot password option on the Repnet page but email did not come through. Escalated this to L2 using the after hours process.

REF KB: KB0020562

*****Email*****

Hello @Workspace Service Leaders,

User is getting the ERR-W1284 error message when trying to access Workspace. Followed KB0020562 and tried to trigger the verification email to be resent to the user as he was not able to find the original email. User was not getting the verification email.
Attached my L2 intake form, please let me know if you need further information – thanks for the help!


Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 19, 2025 4:11 PM
To: cmcpherson@primerica.com
Subject: Workspace login issue Primerica - Case - 24689076

Hello Christopher,

Thanks for contacting the Workspace Support team regarding the ERR-W1284 error message you were receiving when trying to access your Workspace.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T22:22:53.000+0000,False,False,005OH00000BFQFBYA5,2025-12-19T22:11:39.000+0000,005OH00000BFQFBYA5,2025-12-19T23:21:49.000+0000,005OH00000BFQFBYA5,2025-12-19T23:21:49.000+0000,(647)355-0247,,cmcpherson@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i74C4YAI,False,,24690458,0035o000003YhwdAAC,0015o000004Bc0lAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-19T23:11:07.000+0000,False,False,005OH00000865wTYAQ,2025-12-19T23:11:07.000+0000,005OH00000865wTYAQ,2025-12-19T23:11:07.000+0000,005OH00000865wTYAQ,2025-12-19T23:11:07.000+0000,(604)562-4907,(604)562-4907,krishan@krizal.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i74ITYAY,False,,24689279,0030A00000B5qYmQAJ,0010A00000Bg972QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect - not application ID,Medium,"*12/19*
----------------

kaylyn martin 
working on an app for my client, his last name has an apostrophe in it and it's not accepting his their answers. 


*email*
----------------
Good afternoon Kaylyn, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were having an issue with the client not being able to sign their application but did not have the application ID with you during our call, you opted to call back once you were in front of your PC. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T00:43:59.000+0000,False,False,005OH000008919xYAA,2025-12-19T22:18:46.000+0000,005OH000008919xYAA,2025-12-20T00:44:00.000+0000,005OH000008919xYAA,2025-12-20T00:44:00.000+0000,(250)979-1818,,kaylyn.martin@raymondjames.ca,(250)979-2749,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i79QDYAY,False,,24689965,0030A00000Bu4V9QAJ,0010A00000CUgy3QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnecting MFA,Medium,"Disconnecting MFA - KB0020738 

User was using ADSL for login instead of MGA association. 

User doesnt remember setting up their MFA. So we disconnected it and installed Google Authenticator 

=====================emails====================
Hi  Daniel, 

I am glad I was able to help you resolve your Workspace login issue. 

If you have any other issues, don’t hesitate to communicate with us. 

Have a wonderful weekend. 

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: CL Workspace Support 
Sent: Friday, December 19, 2025 5:58 PM
To: 'dan@smartstartinsurance.ca' <dan@smartstartinsurance.ca>
Subject: Phone Call - Workspace Login - C24689965

Hi Daniel, 

Thank you for contacting Workspace Support.  

As discussed, please find below the instruction to setup your Google Authenticator to your Workspace account. 


1. Navigate to the Workspace login page on your computer 
 
https://workspace.canadalife.com
 
2. When prompted to Choose a Verification Method select ""Use authentication codes from an authenticator app""
 
 
 
3.	Open Google Authenticator on your mobile device
4.	Tap the + icon
 
 

5.	Scan the QR code that should still be visible on the computer screen
6.	On the mobile device, the Authenticator app will generate a code
7.	Input the code from Google Authenticator on the Workspace screen on the computer and click Connect

 

During Workspace login it will now request a confirmation through the Google Authenticator on their mobile device.

Have a wonderful day!


  Thank you for your patience while I was working in your case. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback: complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T23:08:10.000+0000,False,False,0055o000001zVCKAA2,2025-12-19T22:47:43.000+0000,0055o000001zVCKAA2,2025-12-22T15:36:25.000+0000,0055o000001zVCKAA2,2025-12-22T15:36:25.000+0000,(647)393-3474,,dan@smartstartinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i7DqPYAU,False,,24690518,003OH00000M993CYAR,001OH00000QurXdYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Workspace login MFA verification code, where is it",Medium,"*12/19*
----------------
p5139

im trying to log into Workspace, entered my email and password, verify your identify. 
VELETA MAY KLASSEN
reminded user to use their authenticator app as they were thinking it was an email 
pointed to the authenticator app. 
Email : vklassen@primerica.com



*email*
----------------
Good afternoon Veleta, 

Thank you for contacting the Workspace Support Team with your inquiry.

You were being asked to enter a verification code and thought it was coming though SMS or Email but you never received it. We pointed you to your authenticator app and you were able to successfully log into Workspace. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-19T23:26:56.000+0000,False,False,005OH000008919xYAA,2025-12-19T23:15:01.000+0000,005OH000008919xYAA,2025-12-19T23:26:56.000+0000,005OH000008919xYAA,2025-12-19T23:26:56.000+0000,(306)677-2626,,vklassen@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i7EGFYA2,False,,24690849,003OH000008hnfCYAQ,001OH00000AXiJ5YAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Illustration inquiry,Medium,"****DDS****12/19/25 

Provided steps and also attached screenshots to add, edit, or delete Advisor Info in Web Illustrations following KB0021033 
 
============================================================================================= 
 
****Email Chain****

Good day Angelina,

Thank you for contacting Workspace Support regarding updating your information in Illustrations. 

Please follow the steps below on how to correct your middle name on the Illustrations portal with screenshots attached.

1. Navigate to the Web Illustrator as shown below

 


2. Select More in the top right 
3. Select Advisor Info

 


How to Add or Update Advisor Info
 
a)  Select the advisor profile you wish to update in the Current advisor drop-down

 

b) Input the desired information and select Save

 

If you have additional questions or require further support, please do not hesitate to let us know.



We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Angelina Kasunich <angelina@monahanfinancial.ca> 
Sent: December 19, 2025 7:08 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] ILLUSTRATIONS

Hello Team When I run illustrations in workspace my middle name EVA populates twicce, how do I fix? My profile looks to be fine…. . Help Warmest Regards Angelina Kasunich Financial Advisor/ Financial Security Advisor LLQP Book time with
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Team

When I run illustrations in workspace my middle name EVA populates twicce, how do I fix?
My profile looks to be fine….. Help
  

Warmest Regards
Angelina Kasunich
Financial Advisor/ Financial Security Advisor LLQP

Book time with Angelina Kasunich: 15min quick connect 
Book time with Angelina Kasunich: 30 min call to connect 
Book time with Angelina Kasunich: 1 HOUR FINANCIAL HEALTH REVIEW 

Angelina@monahanfinancial.ca
Work Ph#:(705)-806-8341 ext 4260
Cell# (705)-677-7646

The highest compliment is the courtesy of a referral, please don’t keep my name a secret!
 
 
 
Sudbury Office:  885 Regent Street / Suite 3-28B / Sudbury, ON / P3E 5M4
Manitoulin Office:  North Channel Financial Services /  6163 HWY 542 / Mindemoya, ON / P0P 1S0 
Visit our website: www.monahanfinancial.ca
https://www.ontario.ca/page/what-do-when-someone-dies
https://planningtools.ca/needs-analysis/
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.",True,2025-12-19T23:33:11.000+0000,False,False,005OH0000097FtCYAU,2025-12-19T23:33:11.000+0000,005OH0000097FtCYAU,2025-12-20T00:02:50.000+0000,005OH0000097FtCYAU,2025-12-20T00:02:50.000+0000,(705)677-7646,,angelina@monahanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i7SFxYAM,False,,24691261,003OH00000M97EHYAZ,001OH00000QusycYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login MFA question,Medium,"*12/19*
----------------
p7723

3000
asking for MFA
Email : spanylyk@primerica.com

advised the code to log in is located in their authenticator app 
they were able to log in

*email*
----------------
Good afternoon Susan, 

Thank you for contacting the Workspace Support Team with your login issue. 

You wanted to log into Workspace but were presented with a code and were not sure where to get the code from. We directed you to your authenticator app, you were able to enter the code generated from that and then log in successfully. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T00:12:26.000+0000,False,False,005OH000008919xYAA,2025-12-19T23:59:39.000+0000,005OH000008919xYAA,2025-12-20T00:12:26.000+0000,005OH000008919xYAA,2025-12-20T00:12:26.000+0000,(587)999-9492,,spanylyk@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i7TwnYAE,False,,24691338,0030A0000029kJsQAI,0010A000002w7fuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login Issue,Medium,"Workspace Login Issue - KB0017399 


User didnt remember their password. We did a password reset. The user didnt know either the URL to login, so provided url to login. User was able to login after resetting their password. 

====================emails===================

Hi Jian, 

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Have a wonderful day.


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Ken Zhang <dragontravelandinsurance@gmail.com> 
Sent: Saturday, December 20, 2025 7:01 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Phone Call - Workspace Login Issue - C24691338

it seems not working again. CL Workspace Support 于2025年12月19日周五 19: 28写道： Hi Jian, Thank you for contacting Workspace Support. I am glad I was able to help you resolve your login issue. As mentioned during
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
it seems not working again.




Hi Jian, 

Thank you for contacting Workspace Support.  

I am glad I was able to help you resolve your login issue.

As mentioned during our call, if you have any additional issues with your Workspace account, don’t hesitate to communicate with us. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T00:23:06.000+0000,False,False,0055o000001zVCKAA2,2025-12-20T00:06:56.000+0000,0055o000001zVCKAA2,2025-12-22T15:47:40.000+0000,0055o000001zVCKAA2,2025-12-22T15:47:40.000+0000,(905)707-1087,(647) 896-2266,ken.zhang88@gmail.com,(905)707-1086,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i7UOFYA2,False,,24691668,0030A00000B7jksQAB,0010A00000BhzmAQAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/19/25 

Authenticated user as per KB0021888 - unblocked account and user did a PW reset
User will like to updater their email address but will need to double check with the other insurance companies he does business with.
Advised user to call us back for login email address change and will need to update the email address in Apexa
 
============================================================================================= 
 
****Email Chain****

Bonsoir Nicolas,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le problème d’accès sur l’Espace Affaires.

Lors de notre appel, nous avons constaté que vous recevez le message d’erreur ERR-W1283 chaque fois que vous accédez votre compte Espace Affaires. Nous avons réinitialisé votre mot de passe et vous avez pu vous connecter, vous déconnecter et vous reconnecter sur votre compte Espace Affaire avec succès.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T00:55:57.000+0000,False,False,005OH0000097FtCYAU,2025-12-20T00:45:55.000+0000,005OH0000097FtCYAU,2025-12-20T01:03:54.000+0000,005OH0000097FtCYAU,2025-12-20T01:03:54.000+0000,(450)374-2807,,nicolas.dame@nd-sfi.com,(450)990-1077,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i7VXBYA2,False,,24691445,003OH00000URA5JYAX,001OH00000b88wAYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login MFA questions,Medium,"*12/19*
----------------
h7967
i am new, i dont know how to use workspace, i was told to use authenticator. i am not able to use it. 
they have an authenticator set up, tried to walk them through finding it.
could not locate it, 
reset authenticator app on workspace 
walked through setting it up
user able to log into Workspace. 




*email*
----------------

Good afternoon Emir, 

Thank you for contacting the Workspace Support Team with your inquiry.

You wanted to log into Workspace but were not sure which authenticator to use. We disconnected your old authenticator app and walked you through registering the new app. You were able to log into Workspace successful. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T00:39:46.000+0000,False,False,005OH000008919xYAA,2025-12-20T00:19:33.000+0000,005OH000008919xYAA,2025-12-20T00:46:49.000+0000,005OH000008919xYAA,2025-12-20T00:46:49.000+0000,(647)204-5475,,emir_imani@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000i7XU9YAM,False,,24691639,003OH00000M98S1YAJ,001OH00000QuyXCYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - Primerica,Medium,"***DDS Dec.19/2025***
User was having issues accessing Workspace. Authenticated the user and did a logmein session. Had the user create a new Workspace password as he had forgot his old one, Followed KB0023523 and deleted all MFA then had the user connect the Microsoft authenticator to this account and he was able to login successfully.

REF KB: KB0023523/KB0022821 

*****Email*****

Hello Miteshkumar,

Thanks for contacting the Workspace Support team regarding your Workspace access issue.

During our call, we were able to reset your Workspace password and disconnect/reconnect an Authenticator to your account.
As a reminder, whenever you log in to your Workspace account, please open the Microsoft Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey by using this link https://advisorynetwork.swoogo.com/idfeedback.

Have a great weekend!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-20T01:09:55.000+0000,False,False,005OH00000BFQFBYA5,2025-12-20T00:41:27.000+0000,005OH00000BFQFBYA5,2025-12-20T01:15:26.000+0000,005OH00000BFQFBYA5,2025-12-20T01:15:26.000+0000,(905)738-5313,,mgandhi@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,104.0
500OH00000iCJ3yYAG,False,,24696488,003G0000018f7iFIAQ,0010A000002wPodQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Help setting up Authenticator App,Medium,"•	Reason for call: Needs help setting up authenticator app
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: n/a
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
==========================
Hello Gabriel, 

Thank you for contacting Workspace Support. It was our pleasure in helping you setup your Authenticator app so you can access your Workspace account. 

In order to revoke Third Party Access for support staff, please contact my team at Distribution_Methodology@canadalife.com and request the removal of the person who you would no longer like to provide access to. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T13:39:51.000+0000,False,False,005OH00000BFQFGYA5,2025-12-22T13:28:16.000+0000,005OH00000BFQFGYA5,2025-12-22T13:44:39.000+0000,005OH00000BFQFGYA5,2025-12-22T13:44:39.000+0000,(506)546-4848,,gabriel.mallet@malletgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCMRfYAO,False,,24697583,0030A0000029XqXQAU,0010A000002vxMoQAI,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Not Benefit Specific - Eligibility,Medium,,True,2025-12-22T14:30:50.000+0000,False,False,0055o0000027qfyAAA,2025-12-22T14:06:44.000+0000,0055o0000027qfyAAA,2025-12-22T14:30:50.000+0000,0055o0000027qfyAAA,2025-12-22T14:30:50.000+0000,(905)333-3076,,cobrien@triremco.com,(905)333-4904,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000027qfyAAA,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCNE3YAO,False,,24696620,0035o000006LKYWAA4,0015o000006qSFOAA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre issue,Medium,"*** DDS Dec 22nd, 2025 ***
User made a change in IC withdrawals for a client but it does not show on IC automatic withdrawals page. Redirected to Investment center / Quadrus - : 1-888-532-3322 opt 1 and 3.
================
Bonjour Félix,

C’était un plaisir de vous parler aujourd’hui pour vous aider à afficher un nouveau prélèvement automatique dans le Centre d’Investissement.

Pour cette question, notre équipe Quadrus pourra vous aider. Vous pouvez les contacter en appelant le 1-888-532-3322 puis en faisant option 1 et 3.

Si vous avez d’autres questions sur l’Espace Affaires, n’hésitez pas à nous contacter et nous vous aiderons volontiers.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-22T13:53:21.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T13:32:43.000+0000,005OH00000AbJ7aYAF,2025-12-22T13:53:21.000+0000,005OH00000AbJ7aYAF,2025-12-22T13:53:21.000+0000,(418)622-7077X6322,,felix@gflabbe.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCPUSYA4,False,,24699811,0030A0000029kBhQAI,0010A000002w7YDQAY,,,,,,,01216000001BP8NAAW,Closed,,Phone,,Eligibility - Add Spouse,Medium,,True,2025-12-22T15:09:16.000+0000,False,False,0055o0000027qfyAAA,2025-12-22T14:54:09.000+0000,0055o0000027qfyAAA,2025-12-22T15:09:16.000+0000,0055o0000027qfyAAA,2025-12-22T15:09:16.000+0000,(519)650-4723,,alfred.leblanc@iainvestia.ca,(519)650-5017,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o0000027qfyAAA,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCQgYYAW,False,,24696273,0030A0000029fZsQAI,0010A000002w3jIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,RE: INC1262517,Medium,"*** DDS 22DEC2025 ***
requested an example of a policy with incorrect coverage type
-----------------------------------------------------
***DDS*** 12/22/25
Name: William A Jones
Reference: INC1262517

Past first call resolution, sent L2 form

-----------------------------------EMAIL CHAIN:

Hello Salma and William

Thank you for reaching out to Workspace Support to follow up on the request below and I am happy to continue the investigation. William, can you please provide me with an example of a policy that is showing an incorrect coverage type in Workspace? I checked a handful of PAR policies in Workspace, and they were not displayed as limited pay policies.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Yarow, Salma <Salma.Yarow@canadalife.com> 
Sent: December 19, 2025 8:36 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Jones, William A <williamjoneslaw@gmail.com>
Cc: Domingues, Paula <Paula.Domingues@canadalife.com>
Subject: 24696273 - RE: INC1262517 RE: [Not Virus Scanned] [Not Virus Scanned] [EXT] Re: NORTHSHORE FINANCIAL STRATEGIES INC (WILLIAM JONES)

Hi Heather,

Please see the attached email from William. Could you please confirm where we left off with this request and resume the investigation?

Thank you,
Salma
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: July 17, 2024 10:22 AM
To: Jones, William A williamjoneslaw@gmail.com
Cc: Yarow, Salma Salma.Yarow@canadalife.com; Domingues, Paula <Paula.Domingues@canadalife.com>
Subject: INC1262517 RE: [Not Virus Scanned] [Not Virus Scanned] [EXT] Re: NORTHSHORE FINANCIAL STRATEGIES INC (WILLIAM JONES)

Hi there William, 

Thank you for contacting the Workspace Support team regarding your experience with your clients participating life policy. 

I want to make sure I highlight all of the concerns addressed below but please let me know if there is anything I misunderstood or missed in my email. When you are viewing your clients with participating life policies you are seeing them as showing as 20 pays.  Would you be able to let me know what that means and a screenshot of where you are seeing this? 

I know Salma asked for some policies that are showing incorrect, I just need one so I can compare it to the correctly showing policy of DE FACTO CONSOLIDATED HOLDINGS INC - M001643P.  

I will compile this all together for an investigation. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   

You can also click here to register for Virtual Online Training. 

Warm regards,  
  
Heather K
Distribution Digital Support Specialist 
Distribution Digital Support 
Digital Enablement 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
 
View what's new on Workspace 
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T13:19:08.000+0000,False,False,005OH000006wv2TYAQ,2025-12-22T13:19:08.000+0000,005OH00000BGeeHYAT,2025-12-22T17:44:34.000+0000,005OH000006wv2TYAQ,2025-12-22T17:44:34.000+0000,(905)616-2161,,williamjoneslaw@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCQzwYAG,False,,24697001,003OH00000M96mhYAB,001OH00000QuqS0YAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica application error- WAO_11001 - INC1944982,Medium,"*** DDS 02MAR2026 ***
asked user to try again
***DSFA Feb 27***
Hi Jennifer, can you please have the Advisor try their sub prem in DSFA agian now that the data has been fixed? They may want to submit before the Mar 2nd RSP deadline. Thanks!


****** DHAS Feb 26 2026 ******

API team deployed a fix for this last night. Can you please follow up with user and validate if the issue is resolved?

*** DDS 22DEC2025 ***
INC1944982 submitted

***********DDS********** 12/22/2025
User was getting err wao_11001 when trying to add funds to a seg fund policy, DDS did a logmein session and tried clearing cookies and cache but nothing worked. DDS transferred call to L2.

----------------------EMAIL: 

Good morning Sally,

I apologize for the delay in follow up as we worked to resolve this issue. We have heard back from our Digital Hub team Friday Feb 27 that a fix was deployed. Can you please try the Subsequent Premium feature again and let me know if you are successful?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-888-999-4516 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: CLWorkspacesupport@canadalife.com 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
-------------------
Hello Sally,

Thank you for contacting Workspace Support regarding the error message you are getting within the Digital Seg Fund App for policy 411275035 when using the ‘Add money’ feature. We have escalated the issue to our Digital Hub team for investigation, and we will follow up as soon as we hear back with a resolution.

In the interim, if you wish to proceed with adding funds using a form, you can reach out to Service Centre at 1-888-724-3680 and a Client Service Specialist can advise which form or process should be followed.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-03-02T13:39:53.000+0000,False,False,005OH000006wv2TYAQ,2025-12-22T13:48:17.000+0000,005OH00000BFQFHYA5,2026-03-02T13:39:53.000+0000,005OH000006wv2TYAQ,2026-03-02T13:39:54.000+0000,(306)241-3193,,sallysinclair@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCRUbYAO,False,,24698607,0030A0000029UtEQAU,0010A000002vuwIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Application Support,Medium,"NAME: ANTON VOLEK 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: 17807/A5874
PHONE: +1 416-695-8233 
EMAIL: aivfinancialinc@gmail.com 
 
ISSUE: 
User ios trying to find an application online. 
 
FINDINGS:
Client services 
 
TROUBLESHOOTING/RESOLUTION:
Advised user to contact client services for questions about the type of form then need.  
 
EMAIL:
 
--------------------------------------***DDS DEC/22/2025***--------------------------
Hello Anton,
Thank you for contacting Workspace Support for application support.
As mentioned during the call, please contact client services for this inquiry. You can reach them at 1 888 724 1847.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T14:36:37.000+0000,False,False,005OH00000BGf2TYAT,2025-12-22T14:30:18.000+0000,005OH00000BGf2TYAT,2025-12-22T14:36:37.000+0000,005OH00000BGf2TYAT,2025-12-22T14:36:37.000+0000,(647)549-0848,,aivfinancialinc@gmail.com,(416)626-9356,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCSC8YAO,False,,24697194,003G0000018f7yOIAQ,0010A000002wQ4LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA,Medium,"•	Reason for call: Disconnect Authenticator 
Authentication: Yes/No, which rotation: Yes
•	Troubleshooting steps completed: disconnect via SF
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): Identifcation
=========================================
Hello Leanne, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access your Workspace account. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T14:09:04.000+0000,False,False,005OH00000BFQFGYA5,2025-12-22T13:55:07.000+0000,005OH00000BFQFGYA5,2025-12-22T14:09:04.000+0000,005OH00000BFQFGYA5,2025-12-22T14:09:04.000+0000,(204)946-8172,(204) 951-5812,leanne@prosperwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCVRmYAO,False,,24699831,003G0000018f6cVIAQ,0010A000002wOZnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login error-ERR-W1285,Medium,"JOHN ERIC ALFRED HOLT

Advisor was getting above error message. After authentication, User ID password updated. And password changed for workspace. Issue was resolved.

Hello John,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, you were having login issues with error code ERR-W1285. After authentication, I provided you the temporary password for User ID and you were able to create new password and this helps you to unlock your User ID. Then you were getting error code ERR-W1282. I sent you a password reset link for workspace. You changed the password, and this allows you to login successfully.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T15:08:41.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T14:54:35.000+0000,005OH00000BFiyTYAT,2025-12-22T15:08:42.000+0000,005OH00000BFiyTYAT,2025-12-22T15:08:42.000+0000,(905)898-3456,(416) 910-0788,john@holt-financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCVl6YAG,False,,24698105,003OH00000I2AU6YAN,001OH00000MBBl6YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,NB Application,Medium,"***DDS 2025-12-22***
User received email that their documents should be ready on New Business dashboard, but the red PDF wasn't available.
DDS advised user to contact NBC, but user was unable to reach them over phone and didn't want to accept the general inbox information.
User requested to speak to manager.
DDS transferred user to L2 as per KB0017773.
 
================================================================================
****Email Chain**",True,2025-12-22T14:59:32.000+0000,False,False,005OH00000AX0rVYAT,2025-12-22T14:19:11.000+0000,005OH00000AX0rVYAT,2025-12-22T14:59:33.000+0000,005OH00000AX0rVYAT,2025-12-22T14:59:33.000+0000,(819)437-8706,,christophe@solutionfinancegoncalves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCX8YYAW,False,,24697936,0030A0000029p0qQAA,0010A000002wBYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Verification Method,Medium,"NAME: ARUN CHAND
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: A2466 
PHONE: 
EMAIL: arun@chandsfinancial.com
 
ISSUE: 
User is trying to change their verification method to phone or email instead of the authenticator app.
 
FINDINGS:
This cannot be done. 
Currently, user is set up with salesforce authenticator.
 
TROUBLESHOOTING/RESOLUTION:
Advised user that they can only use an authenticator app with workspace. We don’t have the option to use email or phone for verification. 
 
EMAIL:
 
--------------------------------------***DDS DEC/22/2025***--------------------------
Good morning,
Thank you for contacting Workspace support about your Workspace verification method. 
Unfortunately, there is no option at this time to add an additional verification method to your Workspace account. Currently, the account only uses a verification app of your choice (on your mobile device) and there can only be on verification app connected to your account at a time.
Let me know if you have any more questions.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Support chandsfinancial <support@chandsfinancial.com> 
Sent: December 19, 2025 5:40 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Arun Chand <arun@chandsfinancial.com>
Subject: [EXT] Request to Add Additional Email Address / Contact Number for Login Verification
Hi Team,
I am writing to request assistance with adding an additional email address or contact number to my Canada Life Workspace account for receiving the login verification code.
Currently, the verification code is being sent to only one contact method. I would like to add an alternative email address or phone number to ensure uninterrupted access in case the primary contact is unavailable.
Could you please let me know:
1.	Whether this update can be done directly by the user within Workspace settings, or
2.	If this change needs to be completed by your support team on the backend.
If there are any specific steps, forms, or verification requirements needed from my end, kindly guide me through the process.
Thank you for your support. I look forward to your guidance.
From the Office of,
ARUN CHAND
Business | Family - Independent Life Licensed Advisor      
Address: 107-7565 132 Street, Surrey BC V3W 1K5
Email: arun@chandsfinancial.com
Website: www.chandsfinancial.com
Cell Phone Office:778-990-8234| Fax: 604-647-0631
Cell Phone Arun: 604-506-8234
📅Connect with me on Teams:
https://teams.live.com/meet/93727073815618?p=3H3XAsGjyEHCKKwPB1
“Kindly share your feedback by reviewing us on our Google Business page: Chands Financial”",True,2025-12-22T14:15:40.000+0000,False,False,005OH00000BGf2TYAT,2025-12-22T14:15:40.000+0000,005OH00000BGf2TYAT,2025-12-22T14:17:59.000+0000,005OH00000BGf2TYAT,2025-12-22T14:17:59.000+0000,(604)506-8234,,arun@chandsfinancial.com,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCYmDYAW,False,,24698331,0031600002OKyhLAAT,0010A000002wNkHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T14:23:56.000+0000,False,False,005OH00000245RQYAY,2025-12-22T14:23:56.000+0000,005OH00000245RQYAY,2025-12-22T14:23:56.000+0000,005OH00000245RQYAY,2025-12-22T14:23:56.000+0000,(819)443-1671,(819) 443-1671,patrick.toupin@evolutionsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCYzAYAW,False,,24701683,0030A0000029mBmQAI,0010A000002w9BtQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access - W1281,Medium,"*** DDS Dec 22nd, 2025 ***
User cannot log in. Used KB0020560 and cleared cache and cookies to help access. Sign in successful.
================
Good morning Anita,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call, I helped you reset your password and clear the cache and cookies of the browser. That fixed the issue of the email/password combination not working. In the end you logged in successfully.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T15:49:06.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T15:29:44.000+0000,005OH00000AbJ7aYAF,2025-12-22T15:49:06.000+0000,005OH00000AbJ7aYAF,2025-12-22T15:49:06.000+0000,(705)675-1444,,brian.g.gilroy@outlook.com,(705)525-2140,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCZdVYAW,False,,24699947,0035o000007WVH1AAO,0015o000008CzyrAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report Request,Medium,"intake form submitted 

**EMAIL**

Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Michael T Smith
Code: 01382

Please email it to Sarah@Smith-Rogers.com",True,2025-12-22T14:57:31.000+0000,False,False,005OH0000071DK9YAM,2025-12-22T14:57:31.000+0000,005OH0000071DK9YAM,2025-12-22T14:57:31.000+0000,005OH0000071DK9YAM,2025-12-22T14:57:31.000+0000,(905)222-2444,,sarah@smith-rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCb2WYAS,False,,24698014,003G0000018f6efIAA,0010A000002wOchQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Forgot user ID,Medium,"Kahina Benbarkat ASA needed assistance with user ID. They are advised to contact distribution methodology team.

Hello Kahina,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you needed assistance with user ID. Please contact distribution methodology team at Distribution_Methodology@canadalife.com for assistance.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T14:33:43.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T14:17:29.000+0000,005OH00000BFiyTYAT,2025-12-22T14:33:43.000+0000,005OH00000BFiyTYAT,2025-12-22T14:33:43.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCccuYAC,False,,24698004,003OH00000M96RfYAJ,001OH00000Quvj9YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access #primerica,Medium,"*** DDS Dec 22nd, 2025 ***
User had issues signing in. Helped her get to signin page, put email and password, get code, and setup.
===============
Good morning Karen,

It was a pleasure speaking with you today and helping you sign in to your Workspace account.

During our call, I helped you sign in, add an authenticator and access your Workspace account.

I’m glad I was able to assist you today accessin gyour Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T14:34:14.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T14:17:20.000+0000,005OH00000AbJ7aYAF,2025-12-22T14:34:14.000+0000,005OH00000AbJ7aYAF,2025-12-22T14:34:14.000+0000,(416)460-2746,,kbuckmire@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCdHEYA0,False,,24699454,0030A0000029gspQAA,0010A000002w4pwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace access err W1285,Medium,"*********DDS************ 12/22/2025

User getting err 1285 upon sign in. DDS verified user id is locked. DDS authenticated user and assisted with a repnet password reset. 

ref: KB0021888, KB0022055

******EMAIL CHAIN******

Hello Parvesh, 

   It was a pleasure assisting you today. I was able to unlock your user id and assist with a password reset for repnet and workspace. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T15:12:33.000+0000,False,False,005OH00000BFQFHYA5,2025-12-22T14:47:05.000+0000,005OH00000BFQFHYA5,2025-12-22T15:48:00.000+0000,005OH00000BFQFHYA5,2025-12-22T15:48:00.000+0000,(416)892-9178,,parvesh@protectyourwealth.ca,(416)987-5986,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCfhJYAS,False,,24701490,0030A0000029jFYQAY,0010A000002w6nOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T15:26:40.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T15:26:40.000+0000,005OH000003ds0PYAQ,2025-12-22T15:26:40.000+0000,005OH000003ds0PYAQ,2025-12-22T15:26:40.000+0000,(705)919-4337,(705) 919-4337,tina@junkala.ca,(705)594-1346,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCga6YAC,False,,24700021,0030A0000029XXhQAM,0010A000002vx5uQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T14:58:59.000+0000,False,False,005OH000002npWUYAY,2025-12-22T14:58:59.000+0000,005OH000002npWUYAY,2025-12-22T14:59:00.000+0000,005OH000002npWUYAY,2025-12-22T14:59:00.000+0000,(416)258-8299,,matt_ng@sympatico.ca,(905)513-8992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iChxbYAC,False,,24700936,0030A0000029lZWQAY,0010A000002w8iVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T15:16:23.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T15:16:23.000+0000,005OH000003ds0PYAQ,2025-12-22T15:16:23.000+0000,005OH000003ds0PYAQ,2025-12-22T15:16:23.000+0000,(705)497-0130,(705) 845-1984,tim.wright@hotmail.com,(705)476-1149,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCiIXYA0,False,,24700578,003G0000018f76jIAA,0010A000002wPA3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP Unlock Client Record,Medium,"•	Reason for call: Policy for client records PDF is prompting for password
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: 
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0013860  
=============================
Hello Lee, 

Thank you for contacting Workspace Support. It was our pleasure in helping you today in accessing client details via Simple Protect. A gentle reminder to use the last 4 characters of the client’s policy to unlock client documents in Simple Protect. So, if the client’s policy is 1234567P then the password would be 567P. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T15:17:43.000+0000,False,False,005OH00000BFQFGYA5,2025-12-22T15:09:53.000+0000,005OH00000BFQFGYA5,2025-12-22T15:17:43.000+0000,005OH00000BFQFGYA5,2025-12-22T15:17:43.000+0000,(905)727-3934,(905) 713-4530,lee@southlakewealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCjGGYA0,False,,24703976,003G0000018f7NhIAI,0010A000002wPTLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T16:04:47.000+0000,False,False,0055o000001NWfMAAW,2025-12-22T16:04:47.000+0000,0055o000001NWfMAAW,2025-12-22T16:04:48.000+0000,0055o000001NWfMAAW,2025-12-22T16:04:48.000+0000,(416)254-7128X132,(416) 720-7177,thomas.chau@torusadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCkiZYAS,False,,24700214,003G0000018f7x6IAA,0010A000002wQ3HQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password Reset,Medium,"NAME: SCOTT SHERRETT 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: W2829
PHONE: +12045092987 
EMAIL: scott@intentplanning.ca 
 
ISSUE: 
Log in issue - ERR- W1285
 
AUTHENTICATION (If Required):
KB0020858 
Authenticated user as an ADSL advisor
Passed Authentication
 
 
FINDINGS:
ISAM is locked which is why the code is being produced.
 
TROUBLESHOOTING/RESOLUTION:
Unlocked ISAM with temp password.
Send user a link to access to reset the password.

 
EMAIL:
 
--------------------------------------***DDS DEC/22/2025***--------------------------
Hello Scott,
Thank you for contacting Workspace Support about your log in issues.
On the call today, we were able to unlock your User ID which was causing the issues with accessing workspace. After we unlocked your User ID, you were then able to log in and access your workspace account.
Let me know if you have any other questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 22, 2025 10:10 AM
To: Sherrett, Scott <scott@intentplanning.ca>
Subject: Password Reset - 24700214
Hello Scott,
Please visit this link to reset your password.
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
USER ID: wpg054@gwlext
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-22T15:18:03.000+0000,False,False,005OH00000BGf2TYAT,2025-12-22T15:02:44.000+0000,005OH00000BGf2TYAT,2025-12-22T15:18:03.000+0000,005OH00000BGf2TYAT,2025-12-22T15:18:03.000+0000,(204)509-2987,,scott@intentplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCkoyYAC,False,,24700693,003G0000018f7sfIAA,0010A000002wPyvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Inforce Illustration,Medium,"KB0021778 - ASA was trying to access inforce illustration for a policy that has been created in 1994 not accessible within workspace . Assisted in downloading the insurance illustation software for her to access illustration however the password is not working. Offered to reset the password but she decided not to proceed as it may affect her access to investment centre.

===============

Hi Ana,

Thank you for contacting the workspace support about accessing inforce illustration as it is inaccessible in workspace.

We have identified that the policy we are looking for was created in the year 1994 and assisted you on downloading the system for you to access illustration outside of workspace, unfortunately the password is not working and you’ve decided not to proceed in resetting the password as it may affect your access to investment centre.

I understand your hesitation and my apologies for the inconvenience. If you need further assistance, please don’t hesitate to call us back so we can help you better. Thank you!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-22T16:04:16.000+0000,False,False,005OH00000BFPZHYA5,2025-12-22T15:12:08.000+0000,005OH00000BFPZHYA5,2025-12-22T16:32:04.000+0000,005OH00000BFPZHYA5,2025-12-22T16:32:04.000+0000,(416) 499-5105,(416) 931-3506,sharon@gribbenfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCm7aYAC,False,,24699519,0030A0000029YIPQA2,0010A000002vxlIQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlock WS account,Medium,"•	Reason for call: Unlock WS account + reset password
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: completed via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification

Advisor needed to leave before he could successfully reset password, will cb to complete this part. 

=================================
Bonjour Alain, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T14:55:59.000+0000,False,False,005OH00000BFQFGYA5,2025-12-22T14:48:19.000+0000,005OH00000BFQFGYA5,2025-12-22T14:55:59.000+0000,005OH00000BFQFGYA5,2025-12-22T14:55:59.000+0000,(450)660-0027,,alain.carriere@sfl.qc.ca,(450)629-2238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCnepYAC,False,,24706785,0030A0000029gIIQAY,0010A000002w4M5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T16:45:15.000+0000,False,False,0055o000001h4cFAAQ,2025-12-22T16:45:15.000+0000,0055o000001h4cFAAQ,2025-12-22T16:45:16.000+0000,0055o000001h4cFAAQ,2025-12-22T16:45:16.000+0000,(807)346-1850,(807) 251-3057,david@davlor.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCngNYAS,False,,24699690,0030A0000029g6vQAA,0010A000002w4AcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Error: ERR-W1902,Medium,"***DDS*** 12/22/25
Name: JEAN-MICHEL Vachon 
Phone:
Agent code: H3227
Reference: KB0022419

Advisor receive error message when I click on workspace : Error:Err-W1902   As per KB0022419 escalation to L2

1. Take note of the specific error code.  Error:Err-W1902
2. Add a note, like the one shown in the example below, to the ‘Work Notes’ section of the ticket:

IMPORTANT NOTE - Ensure you are updating the below with the exact error code 

_______________DDS Note_______________

@DH App Sup,

Caller sees the following error code: ERR-W1902

Please investigate and provide a summary of your work/findings in the ‘Work Notes’ 




Hi Jennier and John, 

Thank you for contacting the Workspace support group regarding Error: Err-W1902.

I will get this escaled to our L2 for investigation.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: December 22, 2025 7:57 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Chagnon, Claire <claire@ex-ponent.com>; Macleod, Trevor <Trevor.MacLeod@advicecanada.com>; John M. Vachon <john@ex-ponent.com>
Subject: Workspace error message: Advice Canada advisor hub

Good morning,

See below error message that John is receiving when accessing workspace from the Advice Canada Platform:

 


Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577 

In partnership with:

Trevor MacLeod, CFP
Business Development Director | Ontario
trevor.macleod@advicecanada.com | 613-761-2944


 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.




From: John M. Vachon <John@ex-ponent.com> 
Sent: December 18, 2025 5:01 PM
To: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com>
Cc: Chagnon, Claire <claire@ex-ponent.com>; Macleod, Trevor <Trevor.MacLeod@advicecanada.com>
Subject: [EXT] RE: Action required: Instructions: Advice Canada advisor hub

Hi Jennifer, I looks like my platforms are connected; however I receive error message when I click on workspace : John M. Vachon, CIWM, FCSI, CIM, CFP, CHS FINANCIAL PLANNER EXPONENT INVESTMENT MANAGEMENT INc. | 180 Elgin Street, Suite 1302,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi Jennifer, 
I looks like my platforms are connected; however I receive error message when I click on workspace : 

 



 




	JOHN M. VACHON, CIWM, FCSI, CIM, CFP, CHS
FINANCIAL PLANNER

EXPONENT INVESTMENT MANAGEMENT INC. | 180 Elgin Street, Suite 1302, Ottawa, Ontario, K2P 2K3 | P: 613.747.2458 x 58                   
EXPONENT ESTATE & INSURANCE SERVICES INC. | 5 Blackburn Avenue, Ottawa, Ontario, K1N 8A2 | P: 613-792-3277 x 309 | john@ex-ponent.com

CLICK HERE TO SCHEDULE A MEETING 




Confidentiality Notice : This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this message in error, please notify us immediately and delete the original. | Portfolio management services are provided by Exponent Investment Management Inc. | Investment custodial services are provided by National Bank Independent Network (NBIN). | Only individuals registered with Exponent Investment Management Inc. may provide investment or trading advice. | Insurance services are offered through Exponent Estate & Insurance Services Inc., a separate and distinct company from Exponent Investment Management Inc. 	


From: Calcutt, Jennifer <Jennifer.Calcutt@advicecanada.com> 
Sent: Thursday, December 18, 2025 3:29 PM
To: John M. Vachon <John@ex-ponent.com>
Cc: Claire Chagnon <Claire@ex-ponent.com>; Macleod, Trevor <Trevor.MacLeod@advicecanada.com>
Subject: Action required: Instructions: Advice Canada advisor hub

Hi John,

Just checking in to see if you have had a chance to link your Workspace credentials within the Advice Canada platform.   Please let me know if you would like any help, happy to jump on a call to walk you through the steps.

Here are the steps:

Step 1 - Login into the FH Portal https://sso.financialhorizons.com

 

Step 2 – Advice Canada
 


Step 3 - Select Authorize Connections

 


Step 4 – 

 

Step 5 –

 






Click here to book a meeting

Many thanks,
Jennifer

Jennifer Calcutt ALMI,ACS 
Business Development Consultant | Ottawa
jennifer.calcutt@advicecanada.com | 226-781-8577",True,2025-12-22T14:51:43.000+0000,False,False,005OH00000BGeeHYAT,2025-12-22T14:51:43.000+0000,005OH00000BGeeHYAT,2025-12-22T15:11:54.000+0000,005OH00000BGeeHYAT,2025-12-22T15:11:54.000+0000,(613)792-3277,,john@ex-ponent.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCnoSYAS,False,,24701159,0030A0000029dzYQAQ,0010A000002w2POQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"ANTHONY PALERMO
08476
Advisor was trying to login with incorrect email address. After authentication, confirmed correct email. They did password reset and were able to login successfully.

Hello Anthony,

Thank you for calling workspace support team. I am glad to assist with your inquiry today.

In our today’s call, you needed assistance with workspace login. After authentication, I confirmed the correct email address and then reset your workspace password. At the end, you were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T15:36:17.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T15:20:10.000+0000,005OH00000BFiyTYAT,2025-12-22T15:36:17.000+0000,005OH00000BFiyTYAT,2025-12-22T15:36:17.000+0000,(905)752-3600X122,,tpalermo@insureitgroup.com,(905)752-3688,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCoRFYA0,False,,24703777,003OH00000M97EHYAZ,001OH00000QusycYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access #primerica,Medium,"*** DDS Dec 22nd, 2025 ***
User wants to sign in. Helped her sign in to account and bookmark the sign in page. KB0023476  
================
Good morning Susan, 

It was a pleasure speaking with you today to help you access your Workspace account.

To get to the sign-in page, I’ve added workspace.canadalife.com as a favorite in your bookmarks for future use.

During the call I helped you put your email, password and use the authenticator in order to sign in.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T16:49:21.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T16:02:04.000+0000,005OH00000AbJ7aYAF,2025-12-22T16:49:21.000+0000,005OH00000AbJ7aYAF,2025-12-22T16:49:21.000+0000,(587)999-9492,,spanylyk@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCpK0YAK,False,,24700806,0030A0000029iOvQAI,0010A000002w68WQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T15:14:03.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T15:14:03.000+0000,005OH000003ds0PYAQ,2025-12-22T15:14:04.000+0000,005OH000003ds0PYAQ,2025-12-22T15:14:04.000+0000,(705)525-2131,,alec@crossgrove.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCpVKYA0,False,,24701095,0030A0000029e4JQAQ,0010A000002w2TkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T15:19:09.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T15:19:09.000+0000,005OH000003ds0PYAQ,2025-12-22T15:19:10.000+0000,005OH000003ds0PYAQ,2025-12-22T15:19:10.000+0000,(613)345-0016,,advisor@timothyross.com,(613)345-5231,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCq38YAC,False,,24700954,003G0000018f7GdIAI,0010A000002wPLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1285,Medium,"KB0020563 - User is receiving log in error message- account locked. 
KB0020858 - Reset ISAM (authentication- rotation 2) 
KB0023323 - Directed user to update Product Illustration

Code: F1833
Email: jonathan.sui@enjoylifewealth.ca 

*********************************************************************
Good morning, Jonathan

Thank you for contacting the Workspace Support Team, it was great speaking with you today with signing into your Workspace!
 
I'm glad I was able to assist you with unlocking your User ID account by resetting your password and changing the temporary one I provided over the phone so you can successfully sign into your Workspace account.  
Today we were able to download the new version of Product Illustration, so you can sign in to Product Illustration. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T15:38:48.000+0000,False,False,005OH00000BG5v4YAD,2025-12-22T15:16:40.000+0000,005OH00000BG5v4YAD,2025-12-22T15:38:48.000+0000,005OH00000BG5v4YAD,2025-12-22T15:38:48.000+0000,(416)856-5866,(416) 856-5866,jonathan.sui@enjoylifewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCr8yYAC,False,,24703852,0030A00000BtSCIQA3,0010A00000CU4s7QAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,need to reach out to mackenzie to confirm what is needed.,True,2025-12-22T16:25:56.000+0000,False,False,005OH000006uYrkYAE,2025-12-22T16:02:58.000+0000,005OH000006uYrkYAE,2025-12-22T16:25:57.000+0000,005OH000006uYrkYAE,2025-12-22T16:25:57.000+0000,(416)209-7448,(416) 209-7448,soraia@fernandesandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCriOYAS,False,,24702654,0031600002CleH6AAJ,0010A000002wN8qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"Policy nos. S0002295P & 60861737T, 60644125T (Req-2944432)",Medium,"***DDS*** 12/22/25
Name: Anthony Osorio Vasquez 

Hi Anthony,

The notes section is meant for the policy you’re submitting for.   If a form is being used for multiple policies, the advisor must submit it each time for each policy that is being requested.   Workspace doesn’t (yet) support multiple policy requests under one submission.   

So in this case the ASA did not submit properly.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Osorio Vasquez, Anthony <Anthony.Osorio@canadalife.com> 
Sent: December 30, 2025 10:02 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: 24702654 - RE: Sabdeep Sidhu - Policy nos. S0002295P & 60861737T, 60644125T

Hi Vinh H,

The reply below has nothing to do with my question. I processed the beneficiary forms and advised the office, my question was not asking if this was completed.

My question was regarding workspace upload specifically as this request was only uploaded to one policy and we did not know this until the advisor followed up.

Thank you,

Anthony Osorio Vasquez 
Resolution Management Team Coordinator | Canada Operations, In-Force Policy
Coordinateur gestion des résolutions |  Exploitation, Canada, Polices en vigueur





***DDS*** 12/22/25
Name: Anthony Osorio Vasquez 
Phone:
Agent code: 
Reference: Advisor log on and confirmed Primary and Contingent Beneficiaries on all 3 policies.

Advisor name: GEORGE VLAHOS

Hi Anthony,

Thank you for contacting the Workspace support group regarding Policy nos. S0002295P & 60861737T, 60644125T

It looks like all 3 policies indicated has been updated with Primary and Contingent Beneficiaries?

Please have Advisor GEORGE VLAHOS log onto his Workspace to confirm.

If he is not seeing the beneficiaries, please take a screenshot.   

If George wants to confirm the policies he can also reach out to the Client Service Center for more information.  1-888-252-1847

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Osorio Vasquez, Anthony <Anthony.Osorio@canadalife.com> 
Sent: December 19, 2025 9:34 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: Sabdeep Sidhu - Policy nos. S0002295P & 60861737T, 60644125T

Hi Workspace Support,

I’m not sure if this is the right team for this question, but if not, could you please forward it to the appropriate group?

The advisor’s office submitted a request that was triaged only under policy 60644125T, even though the submission included a note referencing two additional policies.

When requests are submitted through Workspace, should they be triaged under all policy numbers listed in the request? Or does the advisor need to upload the same request separately for each policy?

In this case, the CSR missed the note, but technically they are only expected to work on the policy assigned to them. Policies S0002295P and 60861737T never came through on our end. I’m trying to determine where the gap occurred so we can advise the advisor on the correct process for uploading requests.

Thank you,

Anthony Osorio Vasquez 
Resolution Management Team Coordinator | Canada Operations, In-Force Policy
Coordinateur gestion des résolutions |  Exploitation, Canada, Polices en vigueur

: anthony.osorio@canadalife.com  |  : 1+ 548-482-5379 | Toll-free/Téléphone sans frais: 1-844-363-5956 
 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Osorio Vasquez, Anthony <Anthony.Osorio@canadalife.com> 
Sent: December 17, 2025 11:29 AM
To: Connolly, Carol <Carol.Connolly@canadalife.com>
Subject: RE: Sabdeep Sidhu - Policy nos. S0002295P & 60861737T

Hi Carol,

I’ll reach out to Workspace Support to confirm whether these should have been triaged separately. I want to ensure this doesn’t happen again with forms submitted in this way. I’m not entirely sure how Workspace is designed to confirm.

The note was in the completed policy, and although CSRs work based on what is assigned to them,  the CSR should have processed all three items or double checked that they were triaged at the very least—this was an error on our end. 

My apologies for the oversight!

Thank you,

Anthony Osorio Vasquez 
Resolution Management Team Coordinator | Canada Operations, In-Force Policy
Coordinateur gestion des résolutions |  Exploitation, Canada, Polices en vigueur

: anthony.osorio@canadalife.com  |  : 1+ 548-482-5379 | Toll-free/Téléphone sans frais: 1-844-363-5956 
 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Connolly, Carol <Carol.Connolly@canadalife.com> 
Sent: December 17, 2025 12:09 PM
To: Osorio Vasquez, Anthony <Anthony.Osorio@canadalife.com>
Cc: Vlahos, George <george@chronowealth.ca>
Subject: RE: Sabdeep Sidhu - Policy nos. S0002295P & 60861737T

Hi Anthony,

All three policies show on the form and I put a note when I submitted the paperwork?

 

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Thanks,

Carol Connolly, ACS, AIAA
Advisor Support Associate/Advisor Support Program
carol.connolly@canadalife.com/604-331-2425 
Client Service Centre: 1-888-252-1847

Upcoming absences:
December 22, 23 & 24


 


From: Osorio Vasquez, Anthony <Anthony.Osorio@canadalife.com> 
Sent: December 17, 2025 9:06 AM
To: Connolly, Carol <Carol.Connolly@canadalife.com>
Cc: Vlahos, George <george@chronowealth.ca>
Subject: FW: Sabdeep Sidhu - Policy nos. S0002295P & 60861737T

Hi Carol,

It appears these policies did not come through. The request was only triaged for 60644125T.

If you could double check that it was submitted properly or I can reach out to Workspace Support and double check if the error is on our end.

Thank you,

Anthony Osorio Vasquez 
Resolution Management Team Coordinator | Canada Operations, In-Force Policy
Coordinateur gestion des résolutions |  Exploitation, Canada, Polices en vigueur

: anthony.osorio@canadalife.com  |  : 1+ 548-482-5379 | Toll-free/Téléphone sans frais: 1-844-363-5956 
 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Connolly, Carol <Carol.Connolly@canadalife.com> 
Sent: December 16, 2025 11:40 AM
To: Stanfield, Kathryn <Kathryn.Stanfield@canadalife.com>
Cc: Vlahos, George <george@chronowealth.ca>
Subject: Sabdeep Sidhu - Policy nos. S0002295P & 60861737T

Hi Kathryn,

We submitted the attached form on December 10/25 but so far only policy no. 60644125T has been updated, not sure if the other two were missed or are still being worked on but can you have someone advise.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Thanks,

Carol Connolly, ACS, AIAA
Advisor Support Associate/Advisor Support Program
carol.connolly@canadalife.com/604-331-2425 
Client Service Centre: 1-888-252-1847

Upcoming absences:
December 22, 23 & 24",True,2025-12-22T15:44:24.000+0000,False,False,005OH00000BGeeHYAT,2025-12-22T15:44:24.000+0000,005OH00000BGeeHYAT,2025-12-30T18:09:18.000+0000,005OH00000BGeeHYAT,2025-12-30T18:09:18.000+0000,(604)499-6732,(604) 499-6732,george@chronowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCtdmYAC,False,,24703938,0030A0000029dUgQAI,0010A000002w211QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T16:04:06.000+0000,False,False,0055o000002KxaMAAS,2025-12-22T16:04:06.000+0000,0055o000002KxaMAAS,2025-12-22T16:04:06.000+0000,0055o000002KxaMAAS,2025-12-22T16:04:06.000+0000,(780)814-9996,,mitch@neilandassociates.ca,(780)830-3992,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCvdwYAC,False,,24702359,0030A0000029aDnQAI,0010A000002vzQLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace err- W1285,Medium,"*********DDS************ 12/22/2025

User getting err 1285 upon sign in. DDS verified user id is locked. DDS authenticated user and assisted with a repnet password reset. 

ref: KB0021888, KB0022055

******EMAIL CHAIN*******

Hello Dawn, 

      It was a pleasure assisting you today. I was able to unlock your user id and assist with a password reset for repnet and workspace. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T15:55:09.000+0000,False,False,005OH00000BFQFHYA5,2025-12-22T15:40:08.000+0000,005OH00000BFQFHYA5,2025-12-22T15:55:09.000+0000,005OH00000BFQFHYA5,2025-12-22T15:55:09.000+0000,(780)906-5487,,dawn@redsealfinancial.com,(780)669-3723,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCvsTYAS,False,,24701947,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,submit as complex- two sided form.,True,2025-12-22T15:39:58.000+0000,False,False,005OH000006uYrkYAE,2025-12-22T15:33:48.000+0000,005OH000006uYrkYAE,2025-12-22T15:39:59.000+0000,005OH000006uYrkYAE,2025-12-22T15:39:59.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCw26YAC,False,,24702283,0030A0000029jvhQAA,0010A000002w7LfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for Workspace,Medium,"•	Reason for call: Register for Workspace, getting ERR-W1501
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Guided through registration
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): Identification, KB0020548  

================================",True,2026-02-04T19:56:42.000+0000,False,False,005OH00000BFQFGYA5,2025-12-22T15:39:04.000+0000,005OH00000BFQFGYA5,2026-02-04T19:56:42.000+0000,005OH00000BFQFGYA5,2026-02-04T19:56:42.000+0000,(905)464-1863,(289) 230-4764,david.toltl@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCwepYAC,False,,24701002,0030A0000029bQCQAY,0010A000002w0N6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T15:17:27.000+0000,False,False,0055o000001NWfMAAW,2025-12-22T15:17:27.000+0000,0055o000001NWfMAAW,2025-12-22T15:17:28.000+0000,0055o000001NWfMAAW,2025-12-22T15:17:28.000+0000,(905)881-4567,(416) 543-0488,georgelai78@gmail.com,(905)881-8848,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCzG9YAK,False,,24703770,003OH00000M96jcYAB,001OH00000QukhhYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User is not able to sign into Workspace account, the verification code is not working.
Directed user to look at there authenticator app vs email. - Sign in successful 

Email: michael.cacayuran@primerica.com 

***********************************************************************
Good morning, Michael 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace login!
 
During Workspace login it will now request a confirmation through the Authenticator app on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T16:05:18.000+0000,False,False,005OH00000BG5v4YAD,2025-12-22T16:01:57.000+0000,005OH00000BG5v4YAD,2025-12-22T16:11:58.000+0000,005OH00000BG5v4YAD,2025-12-22T16:11:58.000+0000,(514)531-8418,,michael.cacayuran@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCzw1YAC,False,,24701457,0030A000002EmbSQAS,0010A0000031KS4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T15:25:56.000+0000,False,False,0050A000000WjqvQAC,2025-12-22T15:25:56.000+0000,0050A000000WjqvQAC,2025-12-22T15:25:56.000+0000,0050A000000WjqvQAC,2025-12-22T15:25:56.000+0000,(613)355-7016,(613) 355-7016,joanne@theprecplanners.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iCzw3YAC,False,,24702928,0030A0000029hfcQAA,0010A000002w5VxQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Sign on issues.
**********
Hi Julie , thank you for contacting the workspace support today.

To recap our call, your workspace account was locked we were able to unlock your account and I had you reset your password to be able to sign on.

If you are having any issues, please let me know in your response
We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T16:02:28.000+0000,False,False,005OH00000BFQFCYA5,2025-12-22T15:48:21.000+0000,005OH00000BFQFCYA5,2025-12-22T16:05:11.000+0000,005OH00000BFQFCYA5,2025-12-22T16:05:11.000+0000,(705)915-0200X200,(705) 915-0200,julie.muir@podiumprosperity.com,(705)733-2238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iD0AfYAK,False,,24709174,0030A0000029W7sQAE,0010A000002vvxcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Annuity policy Client BORIS SEN,Medium,"***DDS*** 01/06/26
Name: Shalyn Quirion
Phone:
Agent code: B1954
Reference: Call assist.
CL Policy: CLB-B0704134

forward email to DDS Leaders inbox.

Hi DDS Leaders, 

ASA is asking for an update, do we have one to provide?

  
Thank you, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Shalyn Quirion <lfl.reception23@gmail.com> 
Sent: January 6, 2026 11:07 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: 24709174 - RE: [EXT] Sen - B0704134

Good morning, Can you please provide an update to this request as workspace is stil showing the old banking details. Thank you, Shalyn On Tue, Dec 23, 2025 at 7: 01 AM CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: Hi Shalyn,
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Good morning,

Can you please provide an update to this request as workspace is stil showing the old banking details.

Thank you,

Shalyn


***DDS*** 12/23/25
Name: Shalyn Quirion
Phone:
Agent code: B1954
Reference: Call assist.
CL Policy: CLB-B0704134

Hi Shalyn,
Thank you for for confirming you have spoken with Client services at 1-888-252-1847.   

I will send for escalation.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Shalyn Quirion <lfl.reception23@gmail.com> 
Sent: December 22, 2025 3:45 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: 24709174 - RE: [EXT] Sen - B0704134

Yes it was that phone number that confirmed the banking on the policy was updated. Shalyn On Mon, Dec 22, 2025 at 2: 30 PM CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: Hi Shalyn, Please confirm was it Client services
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    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Yes it was that phone number that confirmed the banking on the policy was updated.

Shalyn


***DDS*** 12/22/25
Name: Shalyn Quirion
Phone:
Agent code: B1954
Reference: Call assist.
CL Policy: CLB-B0704134

Hi Shalyn,
Please confirm was it Client services at 1-888-252-1847 that you were speaking with as they are the ones to make the corrections in the system.  Workspace support does not have the capabilities to make changes/updates to policies.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Shalyn Quirion <lfl.reception23@gmail.com> 
Sent: December 22, 2025 2:10 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: 24709174 - RE: [EXT] Sen - B0704134

Hello, I called Canada Life last week and they advised that the banking has been updated on their end. Shalyn On Mon, Dec 22, 2025 at 12: 17 PM CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: Hi Shalyn, Thank you for confirming
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Hello, I called Canada Life last week and they advised that the banking has been updated on their end.

Shalyn





***DDS*** 12/22/25
Name: Shalyn Quirion
Phone:
Agent code: B1954
Reference: Call assist.
CL Policy: CLB-B0704134 

Advisor name: 	ADRIANN LOCKE

Hi Shalyn,

Thank you for confirming that 2 of the 3 policies updated but only policy CLB-B0704134 did not update.

Please contact Client services at 1-888-252-1847 get the policy information corrected in the system. (Please advise Client services that this is a Joint – Life Annuity policy)

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Shalyn Quirion <lfl.reception23@gmail.com> 
Sent: December 22, 2025 12:26 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: 24709174 - RE: [EXT] Sen - B0704134

I have attached a letter with the new banking information. Thank you, Shalyn On Mon, Dec 22, 2025 at 11: 20 AM CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: Hello Shalyn, Thank you for contacting the Workspace support
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I have attached a letter with the new banking information.

Thank you,

Shalyn



Hello Shalyn,

Thank you for contacting the Workspace support group regarding banking information for Annuity policy Client BORIS SEN 

Please provide more detailed information.  (Possible screenshot would also assist in understanding the issue)

Please advise the what the expected banking information you are expecting to see on this policy or is no banking information showing?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Shalyn Quirion <lfl.reception23@gmail.com> 
Sent: December 19, 2025 10:57 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Sen - B0704134

Good morning, I spoke with Canada Life this morning and they confirmed that the banking for the monthly payment has been updated for this policy however workspace is not reflecting the update. Thank you, -- Shalyn Quirion Administrative Assistant
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Good morning,

I spoke with Canada Life this morning and they confirmed that the banking for the monthly payment has been updated for this policy however workspace is not reflecting the update.

Thank you,

-- 
Shalyn Quirion
Administrative Assistant at Thierman Financial
 
P: (306)922-2577
F: (306)763-8879
 
www.thiermanfinancial.com",True,2025-12-22T17:19:51.000+0000,False,False,005OH00000BGeeHYAT,2025-12-22T17:19:51.000+0000,005OH00000BGeeHYAT,2026-01-06T17:02:52.000+0000,005OH00000BGeeHYAT,2026-01-06T17:02:52.000+0000,(306)922-2577,,adriannlocke@gmail.com,(306)763-8879,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iD13TYAS,False,,24704371,003OH00000M96HpYAJ,001OH00000QuxoWYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Workspace Registration,Medium,"***DDS 2025-12-22***
User was encountering ERR-W2310 when trying to enter activation code.
DDS assisted user with changing email address to correct Primerica email address to complete registration.
 
================================================================================
****Email Chain**
Hello Miles,

It was a pleasure speaking to you earlier regarding your Workspace registration error ERR-W2310. We’re happy we were able to assist you with registering for Workspace by changing your email to the correct Primerica email address allowing you to enter your activation code. 

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T16:11:59.000+0000,False,False,005OH00000AX0rVYAT,2025-12-22T16:10:25.000+0000,005OH00000AX0rVYAT,2025-12-22T16:32:31.000+0000,005OH00000AX0rVYAT,2025-12-22T16:32:32.000+0000,(519)219-1273,,mschell@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iD2SVYA0,False,,24703880,0031600002ISxnCAAT,0010A000002wNNHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Digital Term Conversion Application Issue,Medium,"***DDS 2025-12-22***
User selected a full term conversion instead of a partial.
DDS referred user to TermConversionInquiries inbox as per KB0022907.
 
================================================================================
****Email Chain**
Hello Christine,

Thank you for contacting the Workspace Support team regarding your Digital Term Conversion Application issue. We’ve included the Term Conversion Inquiries team on this email chain to assist you with your issue.

@Term_Conversion_Inquiries Could you please assist Christine with her Digital Term Conversion application issue?

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Christine Willan <Christine@GVWealth.ca> 
Sent: December 19, 2025 11:55 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Sarah McGeown - E224583T - Digital Term Conversion Application

Hi There, We sent a Digital Term Conversion Application to the client for signatures and when she signed it the Advisor noticed that it was selected to do a full term conversion instead of a partial. The current policy is for $250,000 of coverage
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi There,
We sent a Digital Term Conversion Application to the client for signatures and when she signed it the Advisor noticed that it was selected to do a full term conversion instead of a partial.  The current policy is for $250,000 of coverage and we are converting it to a $25,000 permanent policy.  On the application I selected Full Conversion, but it should have been a partial conversion for $25,000 and delete the balance.  The illustration that was submitted with it was correct.

Please advise on how we should proceed with this.  

Thanks!

Christine Willan, BBA, ALMI, ACS
Client Service Specialist

 
GrandView Wealth Inc. and Quadrus Investment Services

  289-273-1724
 christine@gvwealth.ca
    80 King Street, Suite 615, St. Catharines, ON, L2R 7G1
  www.gvwealth.ca

 

“The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.”",True,2025-12-22T16:03:18.000+0000,False,False,005OH00000AX0rVYAT,2025-12-22T16:03:18.000+0000,005OH00000AX0rVYAT,2025-12-22T16:03:18.000+0000,005OH00000AX0rVYAT,2025-12-22T16:03:18.000+0000,(289)273-1724,,michael@gvwealth.ca,(289)273-6318,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iD4cPYAS,False,,24704562,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T16:13:14.000+0000,False,False,005OH000007fgYjYAI,2025-12-22T16:13:14.000+0000,005OH000007fgYjYAI,2025-12-22T16:13:14.000+0000,005OH000007fgYjYAI,2025-12-22T16:13:14.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iD4ngYAC,False,,24704678,0030A0000029XOKQA2,0010A000002vwyJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"KB0020738 - User does not remember the authenticator. Authenticated (location/ phone #) 
KB0022947 -  Set up Microsoft MFA

Email: clew58@rogers.com 
Code: 37816
Phone: 416-233-3547

******************************************************************
Good afternoon, Carolyn

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Microsoft Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T16:31:47.000+0000,False,False,005OH00000BG5v4YAD,2025-12-22T16:14:52.000+0000,005OH00000BG5v4YAD,2025-12-22T16:31:47.000+0000,005OH00000BG5v4YAD,2025-12-22T16:31:47.000+0000,(416)233-3547,(416) 233-8263,macleanyork@on.aibn.com,(416)233-8263,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iD4w5YAC,False,,24704870,003G0000018f7ZQIAY,0010A000002wPgGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 22nd, 2025 ***
User needs to finish registration. Authenticated with rotation 2 and helped reset password to register. MFA setup, added to advice canada and sign in with KB0017316 used.
============
Good afternoon Troy,

It was a pleasure speaking with you today to help you register to Workspace.

During our call, I helped you reset your RepNetID password to finish the registration steps. You linked the new account to your Salesforce Authenticator app and signed in successfully. It was also linked to your Advice Canada from which you can now access both your Workspace accounts.

I’m glad I was able to assist you today with registration. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T16:46:22.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T16:17:23.000+0000,005OH00000AbJ7aYAF,2025-12-22T16:46:22.000+0000,005OH00000AbJ7aYAF,2025-12-22T16:46:22.000+0000,(613)264-8309,(613) 264-3271,tnoonan@mainspringfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iD5DTYA0,False,,24703165,003G000001vebzBIAQ,0010A000002wT4dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset,Medium,"JOHN ENRIGHT
Advisor needed assistance with password reset. after verification, reset link sent.

Hello John,

Thank you for calling workspace support. I am so glad to assist with your inquiry today.

In our todays’ call, you needed assistance with password reset. After authentication, I sent you a password reset link. After a password reset, you were able to login successfully. 

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T15:59:25.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T15:52:16.000+0000,005OH00000BFiyTYAT,2025-12-22T15:59:25.000+0000,005OH00000BFiyTYAT,2025-12-22T15:59:25.000+0000,(613) 966-7001 ext 1290,(613) 827-8909,jenright.jr@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iD5K4YAK,False,,24710629,0030A0000029dnCQAQ,0010A000002w2EYQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unlocking Workspace Account,Medium,"NAME: SIVASUBRAMANIAM PANCHALINGAM 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: D3047
PHONE: +14169904908
EMAIL: siva.panchalingam@yahoo.com
 
ISSUE: 
Log in error 
 
AUTHENTICATION (If Required):
 KB0017399  
Authenticated user as an MGA advisor
User passed authentication
 
FINDINGS:
Workspace account appears to be locked. ]
KB0017399  
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and unlocked workspace account through sf

 
EMAIL:
 
--------------------------------------***DDS DEC/22/2025***--------------------------
Hello Siva,
Thank you for contacting Workspace today about access to your Workspace account.
During the call, I found that you were having trouble logging in because your account was locked on our backend. I was then able to authenticate and unlock your account. Additionally, through the link I sent you, you were able to reset your password which gave you access to your workspace account again. 
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-22T17:50:43.000+0000,False,False,005OH00000BGf2TYAT,2025-12-22T17:42:08.000+0000,005OH00000BGf2TYAT,2025-12-22T17:50:44.000+0000,005OH00000BGf2TYAT,2025-12-22T17:50:44.000+0000,(416)321-0999,,siva.panchalingam@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iD5rlYAC,False,,24702390,0031600002asE8iAAE,0010A000002wOI5QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,TFSA Successor Holder Not Showing - INC1946455,Medium,"*** DDS 02JAN2026 ***
s/h added, advised user
*** DDS 23DEC2025 ***
INC1946455 submitted
***2025/12/22***
 
 ==================================================================================
 
User's Name: Brock Denault
Email: brock@wrgoc.ca
Code: W2112, W2108
KBA: KB0023771
Verification/Association: General Question, Email, ADSL 
Notes: TFSA Successor Holder is not showing for policy 90216984 on Workspace under Brock Denault's ADSL Workspace. 
 
==================================================================================
 
***Email Chain***

Hello Natalie,

We have heard back from our Digital Hub team, and the successor holder for this policy is currently visible in Workspace. I also wanted to make you aware that the development team is working on a permanent fix to address the issue of successor holder updates/changes not properly flowing into Workspace, however I do not have an exact ETA. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hi Natalie, 

Thanks for contacting Workspace Support regarding a Successor Holder for a policy. I’m sorry this has happened, and we will investigate this further. 

Please be advised that we will escalate this issue for you and we will have someone reach out to you when this has been resolved. 

Thanks for reaching out and Happy Holidays!

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
T.J. Z.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

From: Natalie Monette <Natalie@wrgoc.ca> 
Sent: Friday, December 19, 2025 9:37 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] 90216984 CLSEGS TFSA Successor Holder C24702390

Hi Workspace team, Yet again the successor holder does not show in workspace, a common problem I am encountering when adding or changing a successor holder to a TFSA policy. This policy is under advisor Brock Denault A2953/W2108. Successor holder
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Workspace team,

Yet again the successor holder does not show in workspace, a common problem I am encountering when adding or changing a successor holder to a TFSA policy.

This policy is under advisor Brock Denault A2953/W2108.

Successor holder has been added.  I see it on Investment Centre.  Successor information is not showing in workspace.

Please correct.

Thank you!
 
Natalie Monette
Investment Service Manager
Member of the Wild Rose Group of Companies
Suite 201, 100 Centre Street, St. Albert, AB. T8N 3W2
You are receiving this email because you have a relationship with our firm.  If you no longer wish to receive emails of this nature, please reply with Unsubscribe in the subject line.
 
www.wrgoc.ca
Phone: (780) 419-6600  Fax : (780) 419-6653  Toll Free: (866) 582-6600
 
The contents of this communication, including any attachments, are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2026-01-02T20:17:29.000+0000,False,False,005OH000006wv2TYAQ,2025-12-22T15:40:39.000+0000,005OH00000BFPZIYA5,2026-01-02T20:17:30.000+0000,005OH000006wv2TYAQ,2026-01-02T20:17:30.000+0000,(780)419-6600,,brock@wrgoc.ca,(780)419-6653,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iD6JHYA0,False,,24709341,003G0000018f6l5IAA,0010A000002wOmpQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre Report Request Issue,Medium,"***DDS 2025-12-22***
User was having an issue when trying to generate portfolio summary on IC.
User tried clearing cache and cookies, restarting computer and was still unable to continue.
User is using Google Chrome.
DDS escalated issue to L2.
 
================================================================================
****Email Chain**",True,2025-12-22T17:33:25.000+0000,False,False,005OH00000AX0rVYAT,2025-12-22T17:22:41.000+0000,005OH00000AX0rVYAT,2025-12-22T18:17:14.000+0000,005OH00000AX0rVYAT,2025-12-22T18:17:14.000+0000,(905)243-6328,(289) 769-8288,planning@johnathanpollock.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDBp8YAG,False,,24704461,003OH000004yGAuYAM,001OH000006KBwlYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA disconnect and setup,Medium,"TODD SLAUENWHITE
e8475

Advisor needed assistance with MFA disconnect and setup. After authentication, MFA disconnected and setup.
Hello Todd,

Thank you for calling workspace support team. I am so happy to take your call today.
 
In our today’s call, you needed assistance with MFA disconnect and setup google authenticator. After authentication, I called you back on the number we have on file, disconnected the authenticator, and provided you the steps to setup authenticator. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T18:43:24.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T16:11:46.000+0000,005OH00000BFiyTYAT,2025-12-22T18:43:24.000+0000,005OH00000BFiyTYAT,2025-12-22T18:43:24.000+0000,(780)460-4327,,todd@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDC24YAG,False,,24710742,003OH00000M91LzYAJ,001OH00000QuxxjYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/22*
----------------
Chris 
CHRISTOPHER EDWAR SYROWY
p7472

im with primerica, trying to log in. 
it keeps taking me back to the main page where it says, 
they were able to input email and then password, 
user ID and password entered are incorrect 
walked through self service password reset option 
walked through the rest of the registration processs 
logged into workspace
*email*
----------------
Good afternoon Chris, 

Thank you for contacting the Workspace Support Team with your inquiry.

You wanted to log into Workspace but were having issues with your ID and password. We had you try to use the forgot password option while we were on the phone, and you were able to successfully reset your password and then complete the registration process successfully. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T23:59:09.000+0000,False,False,005OH000008919xYAA,2025-12-22T17:43:48.000+0000,005OH000008919xYAA,2025-12-22T23:59:09.000+0000,005OH000008919xYAA,2025-12-22T23:59:09.000+0000,(416)720-2744,,chris.syrowy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDClDYAW,False,,24704054,003OH000004yGAuYAM,001OH000006KBwlYAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA disconnect and setup,Medium,Case-24704461,True,2025-12-22T18:44:10.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T16:06:02.000+0000,005OH00000BFiyTYAT,2025-12-22T18:44:10.000+0000,005OH00000BFiyTYAT,2025-12-22T18:44:10.000+0000,(780)460-4327,,todd@fairfieldwatson.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDDRFYA4,False,,24709403,003OH000002xBEQYA2,0015o000008CyyWAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T17:23:48.000+0000,False,False,0055o000002KxaMAAS,2025-12-22T17:23:48.000+0000,0055o000002KxaMAAS,2025-12-22T17:23:49.000+0000,0055o000002KxaMAAS,2025-12-22T17:23:49.000+0000,(780) 539-5943,,natasha@neilandassociates.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDDRGYA4,False,,24709719,0030A0000029W37QAE,0010A000002vvtkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T17:28:30.000+0000,False,False,005OH000004Ir1xYAC,2025-12-22T17:28:30.000+0000,005OH000004Ir1xYAC,2025-12-22T17:28:31.000+0000,005OH000004Ir1xYAC,2025-12-22T17:28:31.000+0000,(403)547-7566,(403) 630-2674,ash@sharmaandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDDW2YAO,False,,24706701,0030A0000029a0vQAA,0010A000002vzEvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"KB0020560  - User tried to reset password but not receiving the email to reset password. (Address+ Place business through) 

Email: philip.bisset-covaneiro@ig.ca 
Code: 68225

*****************************************************************************
Good afternoon, Philip
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding sign in!
 
I'm glad I was able to assist you with resetting your password so you can successfully log in to Workspace. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T16:56:42.000+0000,False,False,005OH00000BG5v4YAD,2025-12-22T16:43:59.000+0000,005OH00000BG5v4YAD,2025-12-22T16:56:42.000+0000,005OH00000BG5v4YAD,2025-12-22T16:56:42.000+0000,(250)727-9191,,philip.bisset-covaneiro@ig.ca,(250)727-3222,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDEogYAG,False,,24707768,003G0000018f6TeIAI,0010A000002wOQNQA2,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Investment center portfolio err-,Medium,"**********DDS********* 12/22/2025

User getting ""error occurred while placing report request into the queue. Please contact your support team for resolution"" DDS did a logmein session and cleared cache and cookies but issue persisted.

escalated to 2nd level per assist",False,,False,False,005OH00000BFQFHYA5,2025-12-22T16:59:36.000+0000,005OH00000BFQFHYA5,2025-12-22T17:17:12.000+0000,005OH00000BFQFHYA5,2025-12-22T17:17:12.000+0000,(519)728-9431,(519) 818-5117,moesr@momayu.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDFJMYA4,False,,24710639,0030A0000029lOKQAY,0010A000002w8Z4QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Workspace registration.
***********
Hi Richard , thank you for contacting the workspace support today.

To recap our call, you wanted to access your clients online, to do that you will have to register for the new platform Workspace. To start your registration you will need to email distribution_methodology@canadalife.com and they will provide you with the information to start.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T17:50:00.000+0000,False,False,005OH00000BFQFCYA5,2025-12-22T17:42:18.000+0000,005OH00000BFQFCYA5,2025-12-22T18:04:52.000+0000,005OH00000BFQFCYA5,2025-12-22T18:04:52.000+0000,(905)937-3920,,,(905)646-0003,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDH0DYAW,False,,24709711,003OH00000M96eOYAR,001OH00000QuwlWYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica workspace registration,Medium,"ERIC MAKI OJALA
P4972

Advisor needed assistance with completing registration. After authentication, help them to setup authenticator. They were able to activate and login successfully.

Hello Eric,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, you needed assistance with completing workspace registration. After authentication, you shared your screen with me. Then, we setup google authenticator app on your phone and connected with your workspace account. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T18:00:10.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T17:28:21.000+0000,005OH00000BFiyTYAT,2025-12-22T18:00:26.000+0000,005OH00000BFiyTYAT,2025-12-22T18:00:26.000+0000,(905)331-5318,,eojala@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDHTCYA4,False,,24709841,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,no need to call back.,True,2025-12-22T17:30:58.000+0000,False,False,005OH000006uYrkYAE,2025-12-22T17:30:17.000+0000,005OH000006uYrkYAE,2025-12-22T17:30:58.000+0000,005OH000006uYrkYAE,2025-12-22T17:30:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDJmgYAG,False,,24707325,003G000001vebzBIAQ,0010A000002wT4dQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Resetting User ID Password,Medium,"NAME: JOHN ENRIGHT 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: C5975/
PHONE: +1 613-827-8909 
EMAIL: jenright.jr@mcdougallinsurance.com 
 
ISSUE: 
User can’t sign into workspace (ERR - W1285)
 
AUTHENTICATION (If Required):
KB0020858 
Validated user as ADSL advisor
Passed authentication
*could not remember their user id
 
FINDINGS:
Error code is because the ISAM account is locked 
 
TROUBLESHOOTING/RESOLUTION:
Validated user
Called assist to see if we were able to provide user id
Sent user a link to request user id
They were not able to request due to email discrepancy
I reset ISAM with temp password
Advised user to contact DM for user id and reset the password once they have the user id from DM
User was able to get into Workspace in the meantime.
 
EMAIL:
 
--------------------------------------***DDS DEC/22/2025***--------------------------
Hello John,
Thank you for contacting Workspace Support about your log in issues.
As mentioned during the call, I have temporarily unlocked your user id account to give you access to Workspace, but you will need to log in and reset your password. 
Please contact Distribution_Methodology@canadalife.com  to provide your user id. 
Once you have your user ID, please visit https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do and sign in with this user id (including the @clext (eg. user@clext) and the temporary password I provided during our call. 
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 22, 2025 12:06 PM
To: Enright, John < jenright.jr@mcdougallinsurance.com >
Subject: Password Reset for User ID - 24707325
Hello,
Please visit the link 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do and select the ‘forgot user id’ option.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-22T17:38:19.000+0000,False,False,005OH00000BGf2TYAT,2025-12-22T16:53:10.000+0000,005OH00000BGf2TYAT,2025-12-22T17:38:19.000+0000,005OH00000BGf2TYAT,2025-12-22T17:38:19.000+0000,(613) 966-7001 ext 1290,(613) 827-8909,jenright.jr@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDKE8YAO,False,,24708323,003OH00000M988NYAR,001OH00000QuhObYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"KB0022825 - User needs assistance with setting up the MFA. 

Email: cremekie.fwt21@primerica.com

********************************************************************
Good afternoon, Claudia

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding login!
 
I'm glad I was able to assist you with setting up your MFA. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T17:09:03.000+0000,False,False,005OH00000BG5v4YAD,2025-12-22T17:07:29.000+0000,005OH00000BG5v4YAD,2025-12-22T17:21:35.000+0000,005OH00000BG5v4YAD,2025-12-22T17:21:35.000+0000,(905)799-9562,,cremekie.fwt21@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDKpFYAW,False,,24708046,0030A0000029hunQAA,0010A000002w5hvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 22nd, 2025 ***
User needed to reset MFA so followed KB0020738 after authenticating with rotation 2 and sign in was successful.
===============
Good afternoon Jim,

It was a pleasure speaking with you today to help you access your Workspace account.

During our call, I disconnected the previous link and helped you reset your Salesforce Authenticator linked to your account. In the end you signed in correctly.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T17:14:31.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T17:03:32.000+0000,005OH00000AbJ7aYAF,2025-12-22T17:14:31.000+0000,005OH00000AbJ7aYAF,2025-12-22T17:14:31.000+0000,(905)372-0609,,jjodoin1@kingston.net,(905)372-6684,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDLP1YAO,False,,24713549,003G0000018f7OVIAY,0010A000002wPUvQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS Email Chain*** 2025-12-22
Hello Morgan,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello Morgan,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
CO409BM6

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Grant Page
Code: 15717, 33670

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to morgan@financialheights.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-22T22:03:24.000+0000,False,False,005OH00000AX0rVYAT,2025-12-22T18:27:59.000+0000,005OH00000AX0rVYAT,2025-12-22T22:03:24.000+0000,005OH00000AX0rVYAT,2025-12-22T22:03:24.000+0000,(204)489-1587,(204) 229-3884,grant@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDLybYAG,False,,24711886,0030A0000029peLQAQ,0010A000002wC3FQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T18:01:39.000+0000,False,False,0050A000000WjqvQAC,2025-12-22T18:01:39.000+0000,0050A000000WjqvQAC,2025-12-22T18:01:40.000+0000,0050A000000WjqvQAC,2025-12-22T18:01:40.000+0000,(613)715-0805,,kosta.adalis@icloud.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000WjqvQAC,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDM9UYAW,False,,24709737,0030A0000029ZQeQAM,0010A000002vyi6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T17:28:45.000+0000,False,False,005OH00000BfonJYAR,2025-12-22T17:28:45.000+0000,005OH00000BfonJYAR,2025-12-22T17:28:46.000+0000,005OH00000BfonJYAR,2025-12-22T17:28:46.000+0000,(604)805-2873,,beeleelim@telus.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDNASYA4,False,,24707446,0030A0000029lyZQAQ,0010A000002w90rQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T16:54:49.000+0000,False,False,0055o000001NWfMAAW,2025-12-22T16:54:49.000+0000,0055o000001NWfMAAW,2025-12-22T16:54:49.000+0000,0055o000001NWfMAAW,2025-12-22T16:54:49.000+0000,(647)519-0906,,qunzhang521@hotmail.com,(866)522-0906,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDOw5YAG,False,,24708372,003G0000018f7sfIAA,0010A000002wPyvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Inforce Ilustration,Medium,"KB0020773 - assisted the ASA to reset  gwl user id but still unable to access the illustration software since it will only work for LL user id. Called assist, and SL Jennifer guided e to refer the ASA to reach out to inforceparillustrations@canadalife.com for anything specific to GWL policies.
=====================

Hi Ana,

Thank you for reaching out again and letting us go through the process to see if will be able to get you an access to inforce illustration.

We have investigated it further and identified that for GWL policies specific illustrations please reach out to inforceparillustrations@canadalife.com for further guidance as it has its own way of accessing or creating illustration. Rest assured that the team will be able to guide you accordingly. You may also check this link Canada Life Illustrations - Inforce for self review and guidance.

We appreciate your time and patience in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-22T17:43:03.000+0000,False,False,005OH00000BFPZHYA5,2025-12-22T17:08:12.000+0000,005OH00000BFPZHYA5,2025-12-22T17:55:01.000+0000,005OH00000BFPZHYA5,2025-12-22T17:55:01.000+0000,(416) 499-5105,(416) 931-3506,sharon@gribbenfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDQ9xYAG,False,,24711498,003G0000018f6pRIAQ,0010A000002wOrAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to access Product Illustrations,Medium,"****DDS****12/22/25 

Called user back and user mentioned he already spoke with Justin - Justin confirmed the issue has been escalated to L2
Case# for reference: 24717207

****DDS****12/22/25 

User was unable to access product illustrations due to incorrect PW - Authenticated user as per KB0021888
Followed KB0023420 but user could not stay on the call for troubleshooting as he had to run for an errand - requested a call back
============================================================================================= 
 
****Email Chain****

Bonjour Patrick,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant votre accès à l’Illustration des produits.

Comme mentionné pendant l’appel, Justin fera le suivi avec vous lorsqu’il aura des nouvelles concernant votre accès à l’Illustration des produits.


Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci, 
  
Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
  
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T21:10:34.000+0000,False,False,005OH0000097FtCYAU,2025-12-22T17:55:22.000+0000,005OH0000097FtCYAU,2025-12-22T21:10:35.000+0000,005OH0000097FtCYAU,2025-12-22T21:10:35.000+0000,(450)928-1321X4259,(514) 235-7005,info@quantumsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDQPyYAO,False,,24709101,003G0000018f7DGIAY,0010A000002wPHDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Delegate access - ADSL,Medium,"*12/22*
----------------
Danielle benidetto, 
ELKE RUBACH
f2729

having issues with the canadalife website
they were not seeing any delegates on the ADSL side but could on the MGA side,
this was due to the advisor needing to set them as a delegate on their ADSL instance of workspace 



*email*
----------------
Good afternoon Danielle, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were wondering why you could not see any clients from your advisor from your Advisor Solutions side of Workspace even through a TPA had been sent through. We had you look at your MGA instance of Workspace to confirm that you could see clients. Then we advised for the Advisor solutions side of Workspace that your advisor would need to go into their Workspace and set your delegate access. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T00:03:58.000+0000,False,False,005OH000008919xYAA,2025-12-22T17:18:44.000+0000,005OH000008919xYAA,2025-12-23T00:03:58.000+0000,005OH000008919xYAA,2025-12-23T00:03:58.000+0000,(647)349-7070,(647) 808-7700,elke@rubachwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDQt0YAG,False,,24707388,0030A0000029Ws0QAE,0010A000002vwXIQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Advisor wanted to confirm what association he needs to be in.. check details and confirm that he is under MGA. Access to workspace is resolved.
========================

Hi Claude,

Thank you for contacting the workspace support about how to access workspace accordingly.

We have confirmed that your access is under MGA, so moving forward you select MGA as your association whenever you are signing in to workspace.

Appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T17:02:22.000+0000,False,False,005OH00000BFPZHYA5,2025-12-22T16:53:57.000+0000,005OH00000BFPZHYA5,2025-12-22T17:05:47.000+0000,005OH00000BFPZHYA5,2025-12-22T17:05:47.000+0000,(416)292-7229,(416) 258-9904,claude.jeanson@ig.ca,(416)292-7230,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDRveYAG,False,,24711620,0030A0000029phNQAQ,0010A000002wC5TQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T17:57:11.000+0000,False,False,0055o000001NWfMAAW,2025-12-22T17:57:11.000+0000,0055o000001NWfMAAW,2025-12-22T17:57:11.000+0000,0055o000001NWfMAAW,2025-12-22T17:57:11.000+0000,(647)880-1865,905 512 9824,jrnavera@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDSI5YAO,False,,24707558,003G0000018f6jhIAA,0010A000002wOjvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Active Nominee DCA Service Report Request,Medium,"intake form requested 

**EMAIL**

Hello,
A new form response has been received requesting a list of clients with an active Nominee DCA service. The details are as follows:

Request 1:
Advisor: Kam Wong
Code: 28934

Please email it to kam@deltorawealth.com",True,2025-12-22T16:56:19.000+0000,False,False,005OH0000071DK9YAM,2025-12-22T16:56:19.000+0000,005OH0000071DK9YAM,2025-12-22T16:56:20.000+0000,005OH0000071DK9YAM,2025-12-22T16:56:20.000+0000,(613)282-8901,(613) 282-8901,kam@deltorawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDVO4YAO,False,,24710590,003G0000018f6XpIAI,0010A000002wOUuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre inquiry,Medium,"****DDS****12/22/25 

User is unable to run a report after entering a redemption in IC - user gets error message which says ""error occurred while placing report requests into the queue - Please contact support team for resolution"" 
KB0023374 - authenticated user and warm transferred to L2 for further assistance",True,2025-12-22T17:55:21.000+0000,False,False,005OH0000097FtCYAU,2025-12-22T17:41:40.000+0000,005OH0000097FtCYAU,2025-12-22T18:32:31.000+0000,005OH0000097FtCYAU,2025-12-22T18:32:31.000+0000,(519)744-5433,(519) 744-0131,nancy.koebel@lyfestylefinancial.ca,(519)578-2121,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDVXmYAO,False,,24712446,003OH00000FPk5aYAD,001OH00000JEcibYAD,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request/follow up,Medium,"**EMAIL**

Bonjour Emilie,

Merci pour votre réponse concernant votre rapport. Nous avons reçu une confirmation de l’équipe Sécurité Quadrus que vous aurez besoin de remplir le formulaire d’accès délégué Quadrus pour que nous pouvons vous envoyer l’information demandé. Voici le lien pour le formulaire : Accès délégué: Centre d'investissement

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



Good morning Quadrus Security team,

Emilie Gauvreau responded back to us and mentioned they are the principal advisor for the firm. In this case, would they need to fill out the Quadrus delegate access form as they appear to not have access for the requested advisor codes below?

Response from Emilie : “Je suis la conseillère principale du cabinet et je détiens les autorisations pour l’ensemble des conseillers pour lesquels le rapport a été demandé.""

Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Quadrus Security team,

Emilie Gauvreau responded back to us and mentioned they are the principal advisor for the firm. In this case, would they need to fill out the Quadrus delegate access form as they appear to not have access for the requested advisor codes below?

Response from Emilie : “Je suis la conseillère principale du cabinet et je détiens les autorisations pour l’ensemble des conseillers pour lesquels le rapport a été demandé.""

Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Emilie,

Our team received your request for the following advisor names and codes for KYC status reports. Unfortunately, it appears you do not have delegate access for us to send you the requested information. Please have this form filled out, Delegate Access Form regarding your access. Once you receive confirmation regarding your access, please let us know and we will fulfil this request.


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






Good afternoon,

IC is not showing Emilie as having access to  any of the below codes.


Thanks, 
Ian 
Quadrus Security Requests quadrussecurityrequests@quadrusinvestment.com

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus


Good day Quadrus Security team,

Could you please confirm if Emilie Gauvreau (egauvreau@lussier.co) has delegate access to the following advisor names and codes as we received a KYC report request?

Advisor: Stéphane Arseneault
Code: 16395

Advisor: Mathis Blais
Code: 18537

Advisor: Eric Emond
Code: 16977

Advisor: Emilie Gauvreau
Code: 18475

Advisor: Michael Girard
Code: 29106

Advisor: Kathy Martin
Code: 34306

Advisor: Frédéric Tchernoff
Code: 21520

Advisor: Ludovic Tremblay-Landry
Code: 35146


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Carmen C
Distribution Digital Support Specialist
Distribution Digital Support (DDS)
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com

Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Kathy Martin
Code: 34306

Request 2:
Advisor: Frédéric Tchernoff
Code: 21520

Request 3:
Advisor: Ludovic Tremblay-Landry
Code: 35146

Request 4:
Advisor:
Code:

Request 5:
Advisor:
Code:

Please email it to egauvreau@lussier.co

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Stéphane Arseneault
Code: 16395

Request 2:
Advisor: Mathis Blais
Code: 18537

Request 3:
Advisor: Eric Emond
Code: 16977

Request 4:
Advisor: Emilie Gauvreau
Code: 18475

Request 5:
Advisor: Michael Girard
Code: 29106

Please email it to egauvreau@lussier.co

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-22T18:10:32.000+0000,False,False,005OH0000071DK9YAM,2025-12-22T18:10:32.000+0000,005OH0000071DK9YAM,2025-12-29T15:38:21.000+0000,005OH0000071DK9YAM,2025-12-29T15:38:21.000+0000,(418)549-7747X17332,,egauvreau@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDVZMYA4,False,,24709642,003G0000018f6mNIAQ,0010A000002wOo6QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Center generate forms error-,Medium,"*********DDS********* 12/22/2025
User was getting error ""request failed with status code 400"" when trying to generate forms on investment center.
DDS did a logmein session and cleared cache and cookies and issue was resolved. 


********email chain********

Hello Naoto, 

   It was a pleasure assisting you today. We were able to resolve the error you were getting on investment centre by clearing the cache and cookies. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T17:38:07.000+0000,False,False,005OH00000BFQFHYA5,2025-12-22T17:27:22.000+0000,005OH00000BFQFHYA5,2025-12-22T17:38:07.000+0000,005OH00000BFQFHYA5,2025-12-22T17:38:07.000+0000,(604)809-8416,(604) 809-8416,info@naotohorita.com,(604)241-4429,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDWUVYA4,False,,24714461,0030A0000029dy5QAA,0010A000002w2O5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,General Question,Medium,"Advisor would want to know if its possible for his ASA to have a separate MFA access for his Workspace account. Educate the advisor that only one MFA access can be linked to his workspace. ASA can have her own workspace access granted to his ASA has a profile created through Canada Life.
======================

Hi Rob,

Thank you for contacting the workspace support about an inquiry for your assistant to have her own multi-factor/MFA access to your workspace.

Unfortunately for security reason there should only be one MFA linked to your workspace account. Our option is to have your assistant create her own workspace account and for her to have a proper delegation access. First is to request a profile to be created  which will be requested through our contracts&compensation@canadalife.com and standard timeframe may take 3 to 5 business days. Once confirmed that a profile has been created you may need to also send a request to Distribution_Methodology@canadalife.com for an activation code to be generated which is necessary to create a user id and register to workspace. Please remember to submit a TPA – Third Party Access form for the delegation to be set up. Don’t hesitate to call us back for clarifications.

Appreciate your time and understanding with the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T19:04:32.000+0000,False,False,005OH00000BFPZHYA5,2025-12-22T18:41:48.000+0000,005OH00000BFPZHYA5,2025-12-22T19:20:20.000+0000,005OH00000BFPZHYA5,2025-12-22T19:20:20.000+0000,(204)299-5311,(204) 299-5311,rafinins@mymts.net,(204)772-6611,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDWn9YAG,False,,24713042,0030A00000BmnUCQAZ,0010A00000CNFn9QAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect App,Medium,"Advisor is unable to load simple protect completely and is getting an error... Ask the advisor to clear cashed and cookies and it fixed the issue.
===========================

Hi Luis,

Thank you for contacting the workspace support about not able to completely load the Simple Protect App.

We have identified that everything is ok with your access and currently no update of any issues with simple protect. We tried to clear your cached and cookies and confirmed that you have completely load the app as of this time.

We appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T18:30:38.000+0000,False,False,005OH00000BFPZHYA5,2025-12-22T18:20:19.000+0000,005OH00000BFPZHYA5,2025-12-22T18:39:57.000+0000,005OH00000BFPZHYA5,2025-12-22T18:39:57.000+0000,(416)292-7229,(416) 806-8056,luis.rojas-herrera@ig.ca,(416)292-7230,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDX06YAG,False,,24713070,0030A000008U1s3QAC,0010A000009OCATQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Email update - failed authentication, no secondary advisor code.",Medium,"*12/22*
----------------
Michael St croix
f3170

my email on Workspace needs to be updated, i would like to get my email updated 
24661921

failed authentication and abandoned call because he stated he did the authentication with someone else already and they were calling him back




*email*
----------------
Good afternoon Michael, 

Thank you for contacting the Workspace Support Team with your inquiry

You were previously speaking with a colleague of mine regarding updating your email. During our conversation you were getting a call back from them and decided to take their call instead, so we closed this case and you proceeded with them. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T23:26:10.000+0000,False,False,005OH000008919xYAA,2025-12-22T18:20:40.000+0000,005OH000008919xYAA,2025-12-22T23:26:10.000+0000,005OH000008919xYAA,2025-12-22T23:26:10.000+0000,(204)489-1012,,mike.stcroix@linkwell.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDXo3YAG,False,,24710504,003OH00000BezZbYAJ,001OH00000E17ykYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Investment Centre - INC1945552,Medium,"*** DDS 05JAN2026 ***
closing case, issue resolved same day after clearing cache and cookies

*** DDS 22DEC2025 ***
INC1945552 submitted

KB0023374  - User is receiving an error message when going into Investment centre and when attempting to generate an investment statement. 
Advised user to clear Cookies and Caches items - error still occurred 
Escalated to L2 (Jennifer) - Warm transfer 

Email: bpotter@harvestwealth.ca
Error message: 
Error occurred when placing report request into the queue. Please contact your support team for resolution.
Code: F6383

--------------------------EMAIL:
Hello Bethany,

Thank you for contacting Workspace Support regarding the error that you are getting in Investment Centre when generating reports/forms and thank you for providing the screenshot below. I have escalated the issue to our Digital Hub team for investigation, and we will follow up as soon as we hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Bethany Potter <bpotter@harvestwealth.ca> 
Sent: December 22, 2025 1:03 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] IC - Generate Investment Statement Reports Error - INC1945552/C24710504

Bethany (Potter) Bennett |Marketing Associate Harvest Wealth Management and Quadrus Investment Services Ltd. 707 Main Street, Kingston, NS B0P 1R0 Ph (902) 825-6000 Fax (902) 825-6007 TF (855) 360-7117 Email: bpotter@ harvestwealth. ca Web: www. harvestwealth. ca
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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Bethany (Potter) Bennett |Marketing Associate 
Harvest Wealth Management and Quadrus Investment Services Ltd.
707 Main Street, Kingston, NS  B0P 1R0
Ph  (902) 825-6000 Fax (902) 825-6007 TF (855) 360-7117
Email: bpotter@harvestwealth.ca 
Web: www.harvestwealth.ca
 
   
 
 
“The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. «",True,2026-01-05T17:37:58.000+0000,False,False,005OH000006wv2TYAQ,2025-12-22T17:40:15.000+0000,005OH00000BG5v4YAD,2026-01-05T17:37:58.000+0000,005OH000006wv2TYAQ,2026-01-05T17:37:58.000+0000,(902)840-0150,,cperrot@harvestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDY2wYAG,False,,24722115,0030A0000029UgAQAU,0010A000002vukqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"NAME: KEITH VALK
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: 79390
PHONE: 14032022599
EMAIL: valkk@telus.net
 
ISSUE: 
User is rying to register for workspace
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User already has a workspace account
 
TROUBLESHOOTING/RESOLUTION:
Advised user to go to the website and try to sign in. 
 
EMAIL:
 
--------------------------------------***DDS DEC/22/2025***--------------------------
Hello Keith,
Thank you for contacting Workspace Support about registering for Workspace.
On the call today, we found that you already have an account on Workspace which you were able to access when I directed you to the correct site. In the future, please access your account from the workspace site – https://workspace.canadalife.com/s/login/?language=en_US&ec=302&startURL=%2Fs%2F
Let me know if you have any more questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-22T20:54:28.000+0000,False,False,005OH00000BGf2TYAT,2025-12-22T20:45:07.000+0000,005OH00000BGf2TYAT,2025-12-22T20:54:29.000+0000,005OH00000BGf2TYAT,2025-12-22T20:54:29.000+0000,(403)202-2599,,valkk@telus.net,(403)202-2591,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDY7mYAG,False,,24711683,003G0000018f7fdIAA,0010A000002wPmCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cant update client status in workspace.,Medium,"Call back done as the ASA got disconnected. Referred to client service centre for better assistance.

==============

Hi Tanya,

Thank you for contacting the workspace support about not able to update client status through workspace.

We have identified that this is due to an update that just happened with CRM capabilities and that we need to refer you over to our client service centre to better assist you. The team will be happy to update the client status on your behalf.

Appreciate the time and patience calling us today. Have a wonderful day and thank you!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-22T18:12:02.000+0000,False,False,005OH00000BFPZHYA5,2025-12-22T17:58:12.000+0000,005OH00000BFPZHYA5,2025-12-22T18:17:57.000+0000,005OH00000BFPZHYA5,2025-12-22T18:17:57.000+0000,(905)267-1116,(416) 884-6332,john@discovery-wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDZI3YAO,False,,24712070,003G0000018f7fdIAA,0010A000002wPmCQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cant update client status in workspace.,Medium,"Referred the ASA to client service centre for better assistance.
==========================

Hi Tanya,

Thank you for contacting the workspace support about not able to update client status through workspace.

We have identified that this is due to an update that just happened with CRM capabilities and that we need to refer you over to our client service centre to better assist you. The team will be happy to update the client status on your behalf.

Appreciate the time and patience calling us today. Have a wonderful day and thank you!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-22T18:10:22.000+0000,False,False,005OH00000BFPZHYA5,2025-12-22T18:04:29.000+0000,005OH00000BFPZHYA5,2025-12-22T18:18:14.000+0000,005OH00000BFPZHYA5,2025-12-22T18:18:14.000+0000,(905)267-1116,(416) 884-6332,john@discovery-wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDbQDYA0,False,,24709434,0030A0000029cTkQAI,0010A000002w1CLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 22nd, 2025 ***
User had account locked. Followed KB0017399  to unlock account and reset password after authenticating her with rotation 2. Sign in successful.
==============
Good afternoon Amanda,

It was a pleasure speaking with you today and helping you access your Workspace account.

During our call, I unlocked your account and sent you a password reset link by email to help you sign in.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T17:32:40.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T17:24:15.000+0000,005OH00000AbJ7aYAF,2025-12-22T17:32:40.000+0000,005OH00000AbJ7aYAF,2025-12-22T17:32:40.000+0000,(780)983-0328,,jason@excaliburplanning.com,(780)662-9030,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDcNtYAK,False,,24709618,0030A0000029aovQAA,0010A000002vzslQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T17:26:57.000+0000,False,False,005OH00000BfonJYAR,2025-12-22T17:26:57.000+0000,005OH00000BfonJYAR,2025-12-22T17:26:57.000+0000,005OH00000BfonJYAR,2025-12-22T17:26:57.000+0000,(250)248-3909,,mae-claire.locke@ipcc.org,(250)248-3632,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDdQqYAK,False,,24712394,003G0000018f7HIIAY,0010A000002wPMZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre issues,Medium,"Support staff having issues with their IC.
**************
Hi Michael, thank you for contacting the workspace support today.

To recap our call, you had some issues with reporting within investment center wealthreportingsupport@canadalife.com  should be able to assist you with this.

If you are having any issues, please let me know in your response



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T18:21:41.000+0000,False,False,005OH00000BFQFCYA5,2025-12-22T18:09:43.000+0000,005OH00000BFQFCYA5,2025-12-22T18:21:41.000+0000,005OH00000BFQFCYA5,2025-12-22T18:21:41.000+0000,(905)456-2471,(416) 566-4363,brian.langlois@langloisfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDfJbYAK,False,,24715049,003OH00000YLmEHYA1,001OH00000hLMGMYA4,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Workspace registration,Medium,"SL - Escalated this issue to for further investigation.

*12/22*
----------------
Ali 

trying ALI ASGHAR GHODSto register for workspace, 

h9552
it's not working 
err w2302

but is getting a CIAM error and are not primerica.


*email*
----------------

Hello Ali,

It was a pleasure speaking with you today regarding the Workspace Registration issue you’re experiencing.

As discussed, we’ve escalated this issue to our digital lab for further investigation and will provide an update as soon as we hear back from them.

Link for more information on Simple Protect: SimpleProtect - Learning and support

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Eliese A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",False,,False,False,0050A000000qsPeQAI,2025-12-22T18:51:09.000+0000,005OH000008919xYAA,2025-12-22T19:36:43.000+0000,0050A000000qsPeQAI,2025-12-22T19:36:43.000+0000,(416)822-9401,,alighods@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDgZhYAK,False,,24713953,003OH00000M3bOEYAZ,001OH00000QoORmYAN,,,,,,,012OH000000ijW5YAI,Closed,,Email,,unable to see pending applications,Medium,"***DDS*** 12/22/25
Name: Abeina Paheetharan  
Phone:
Agent code: 
Reference: KB0023235


Advisor name: CATHERINE HISCOTT

Hi Abeina,

Thank you for contacting the Workspace support group regarding unable to see pending applications.

Nomally we would refer to pending application status issues to your New Business Co-Ordinator (NBC) to confirm, but I see that your NBC Anna did mention on the below email that the policy has not yet been assigned to an underwriter for initial review.   You should have an update once the review has completed.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Abeina Paheetharan <APaheetharan@ppi.ca> 
Sent: December 19, 2025 11:23 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] FW: 69109378T Jeffrey van Rosmalen & Kelby Loeppky

Hello Team, Could you look into this policy? Typically, new application feeds into PPI system however we have not received the feed for this application yet… Abeina Paheetharan New Business & Policy Services Administrator, National
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Hello Team,

Could you look into this policy? Typically, new application feeds into PPI system however we have not received the feed for this application yet…






Abeina Paheetharan  
New Business & Policy Services Administrator, National Operations Support
PPI — The advisor’s premier partner for insurance.

PPI 
437-637-5933  Direct
416-494-7707 Main
888-887-3892  Toll-free
apaheetharan@ppi.ca 

2235 Sheppard Avenue East, 
Suite 1000, Atria II 
Toronto, Ontario  M2J 5B5
www.ppi.ca

My office hours are from 8:00 AM – 4:00 PM EDT | (Monday to Friday)

From: Ho, Anna <Anna.Ho@canadalife.com> 
Sent: December 18, 2025 3:34 PM
To: Abeina Paheetharan <APaheetharan@ppi.ca>
Subject: RE: 69109378T Jeffrey van Rosmalen & Kelby Loeppky

!!Attention: EXTERNAL EMAIL/COURRIEL EXTERNE!! 
Hi Abeina,

The policy has not yet been assigned to an underwriter for initial review. You will receive an update shortly once the assignment is complete and after the underwriter has finished the initial review.

If you are having technical issues, I would go to either CL Workspace Support CLWorkspaceSupport@canadalife.com or Service Desk - CL servicedesk@canadalife.com as I do not have access to investigate the delays unfortunately. 

Kind Regards,

Anna Ho (she/her)
New Business Coordinator | New Business Underwriting & Operations
anna.ho@canadalife.com | 1-844-923-5511
Mailing address for New Business:
Canada Life New Business
T-019  255 Dufferin Avenue
London, ON  N6A 4K1

Placing requirements email: policyplacing@canadalife.com

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Abeina Paheetharan <APaheetharan@ppi.ca> 
Sent: December 18, 2025 11:32 AM
To: Ho, Anna <Anna.Ho@canadalife.com>
Subject: [EXT] RE: 69109378T Jeffrey van Rosmalen & Kelby Loeppky

Good morning Anna, Could you advise an update is available for this application? Typically, the application details would automatically populate in our database. However, this particular application has not yet appeared. If there are any issues

Good morning Anna,

Could you advise an update is available for this application?

Typically, the application details would automatically populate in our database.

However, this particular application has not yet appeared. If there are any issues or delays causing this discrepancy, please let me know.




Abeina Paheetharan  
New Business & Policy Services Administrator, National Operations Support
PPI — The advisor’s premier partner for insurance.

PPI 
437-637-5933  Direct
416-494-7707 Main
888-887-3892  Toll-free
apaheetharan@ppi.ca 

2235 Sheppard Avenue East, 
Suite 1000, Atria II 
Toronto, Ontario  M2J 5B5
www.ppi.ca

My office hours are from 8:00 AM – 4:00 PM EDT | (Monday to Friday)

From: Ho, Anna <Anna.Ho@canadalife.com> 
Sent: December 16, 2025 3:12 PM
To: PPI Ontario New Business <ontnewbusiness@ppi.ca>
Subject: 69109378T Jeffrey van Rosmalen & Kelby Loeppky

!!Attention: EXTERNAL EMAIL/COURRIEL EXTERNE!! 
Advisor: CHRISTOPHER DOUGLAS
Advisor Code: H4032
Office ID: SPWA

Hello,

Thank you for applying with Canada Life.  I wanted to introduce myself as your contact for this application and I am looking forward to working with you! 

I will provide you an update regarding further information or requirements needed as soon as the underwriter has completed their initial review.

In the meantime, if you have any questions or additional information to provide, please send it directly to me. 

We recognize the importance of timely service and the impact that delays can have on your business and client relationships. While this is not the experience we strive to deliver, I want to assure you that we are actively working to improve our service levels. We’ve added additional resources and many of our team members are working extended hours to address the backlog. We expect these delays to be temporary and are doing everything we can to return to our usual standards as quickly as possible.

Kind Regards,

Anna Ho (she/her)
New Business Coordinator | New Business Underwriting & Operations
anna.ho@canadalife.com | 1-844-923-5511
Mailing address for New Business:
Canada Life New Business
T-019  255 Dufferin Avenue
London, ON  N6A 4K1

Placing requirements email: policyplacing@canadalife.com",True,2025-12-22T18:34:01.000+0000,False,False,005OH00000BGeeHYAT,2025-12-22T18:34:01.000+0000,005OH00000BGeeHYAT,2025-12-22T18:34:35.000+0000,005OH00000BGeeHYAT,2025-12-22T18:34:35.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDh7sYAC,False,,24716115,003G0000018f6S3IAI,0010A000002wOOOQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User  wants to know if a specific series is available in DSFA,Medium,"Caller Issue:  User  wants to know if a specific series is available in DSFA
Advisor or Support Staff: advisor
Email: peter.drum@pjdfinancial.ca
KBA used: KB0023671
Findings: no KBA provide a list of all the investment options but we have steps to help users find the available options
Troubleshooting steps involved: reviewed KBAs and provided guidance to user by email

========================emails========================
Hi Peter, 

Thank you for contacting Workspace Support for your issue with locating a specific fund series in DSFA.

If you’re unable to locate a specific fund in DSFA, you can start typing either the fund name or the fund code in the search field. For example, if you type “Income Funds”, all funds containing “Income” will appear in a drop-down list for you to select. This will allow you to check if the investment you are looking for is available in the Digital Segregated Fund Application.

Please also review the message box(es) displayed above the fund list. These will indicate which funds are eligible and successfully loaded versus those that are ineligible (for example, hard-capped or DSC) or if the selection exceeds the 12-fund maximum.

If you are still unable to find the fund, you may wish to confirm with your Regional Sales Associate to see if this fund is available in DSFA or contact the Client Service Centre at 1-888-252-1847 (Hours of Operation: Monday to Friday, 8am – 6pm EST). You can also contact Client Service by using the Relay Chat option available in your Workspace account under the Support tab. 

If they cannot confirm if this series is available in DSFA, send us an email and we will escalate your case to our second level support. 

Thank you for reaching out, and please let us know if you need any further assistance.

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Peter Drum <peter.drum@pjdfinancial.ca> 
Sent: Friday, December 19, 2025 1:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Seg fund electronic app

Hello, I'm currently looking at a new seg fund app for a RRIF. It appears the only series not available is Estate Protection. Is this correct, or am I missing something? Thanks. Peter Drum, B. A. , CFP, CLU, CHS, EPC Certified Financial Planner
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I'm currently looking at a new seg fund app for a RRIF.  It appears the only series not available is Estate Protection.  Is this correct, or am I missing something?

Thanks.

Peter Drum, B.A., CFP, CLU, CHS, EPC
Certified Financial Planner
Investment Representative
Quadrus Investment Services Ltd.
Cell:  416-624-7899
peter.drum@pjdfinancial.ca
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-22T19:08:06.000+0000,False,False,0055o000001zVCKAA2,2025-12-22T19:08:06.000+0000,0055o000001zVCKAA2,2025-12-22T19:16:40.000+0000,0055o000001zVCKAA2,2025-12-22T19:16:40.000+0000,(416)624-7899,(416)624-7899,peter.drum@pjdfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDhisYAC,False,,24713318,0030A000008U1s3QAC,0010A000009OCATQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email address update and MFA setup,Medium,"Case-24712171. Call disconnected, calling them back.",True,2025-12-22T18:42:20.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T18:24:16.000+0000,005OH00000BFiyTYAT,2025-12-22T18:42:20.000+0000,005OH00000BFiyTYAT,2025-12-22T18:42:20.000+0000,(204)489-1012,,mike.stcroix@linkwell.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDiGSYA0,False,,24711998,003G0000018f7VWIAY,0010A000002wPcRQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Investment Centre- ""Error Occurred while placing reports requests into Queue. Please contact support team for resolution""",Medium,"*12/22*
----------------
Richard Speer 


im on a client, trying to generate a report, error occured while placing the support
""Error Occurred while placing reports requests into Queue. Please contact support team for resolution""

Direct the caller to contact the Wealth Reporting Support mailbox at  wealthreportingsupport@canadalife.com  

*email*
----------------
Good afternoon Richard, 

Thank you for contacting the Workspace Support Team with your inquiry. 

While you were trying to generate a report in Investment Centre when you received the error message above in the subject. Workspace Support does not really have a lot to do with Investment Centre unless you were having an issue accessing it from Workspace so we directed you to the email wealthreportingsupport@canadalife.com. If you have questions or concerns, please reply to this email.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T23:42:29.000+0000,False,False,005OH000008919xYAA,2025-12-22T18:03:20.000+0000,005OH000008919xYAA,2025-12-22T23:42:29.000+0000,005OH000008919xYAA,2025-12-22T23:42:29.000+0000,(604)314-2912,(604) 314-2912,rickwspeer@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDiVZYA0,False,,24712171,0030A000008U1s3QAC,0010A000009OCATQA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email address update and MFA setup,Medium,"Michael St. Croix
 F3170
Advisor needed assistance with email address update. After authentication, email address updated. Also MFA disconnect and setup for new email address.

Hello Michael,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with email address update. After authentication, email address update. Also disconnected MFA and setup new one. You were able to login successfully. 

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T18:40:52.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T18:06:13.000+0000,005OH00000BFiyTYAT,2025-12-22T18:40:52.000+0000,005OH00000BFiyTYAT,2025-12-22T18:40:52.000+0000,(204)489-1012,,mike.stcroix@linkwell.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDjw8YAC,False,,24715807,003OH000008u84kYAA,001OH00000AmuiHYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T19:03:40.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T19:03:40.000+0000,005OH000003ds0PYAQ,2025-12-22T19:03:41.000+0000,005OH000003ds0PYAQ,2025-12-22T19:03:41.000+0000,(705)942-5775,,trevor.butchard@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDkEEYA0,False,,24717207,003G0000018f6pRIAQ,0010A000002wOrAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustrations Window Size and Access,Medium,"***DDS 2025-12-22***
User was having difficulties opening Product Illustrator as it would open in a very small window with only the User Name field accessible.
DDS tried uninstalling and reinstalling Product Illustrator and was still unsuccessful.
Assist suggested user restart computer. 
User restarted computer but window was still small.
DDS also tried resetting ISAM password to as user was also unable to login even when inputting correct password.
DDS confirmed that user has correct ISAM groups.
User had to go, DDS will call back at 514-235-7005 and escalate to L2.
 
================================================================================
****Email Chain**
Bonjour Patrick,

Merci pour votre appel concernant vos problèmes d’Exemple de Produits (Product Illustrator). Nous avons donné cette requête à notre équipe technique. Ils investigueront votre problème et vous informeront une fois qu’ils ont une mise à jour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T20:42:19.000+0000,False,False,005OH00000AX0rVYAT,2025-12-22T19:24:54.000+0000,005OH00000AX0rVYAT,2025-12-22T22:15:27.000+0000,005OH00000AX0rVYAT,2025-12-22T22:15:27.000+0000,(450)928-1321X4259,(514) 235-7005,info@quantumsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDlPjYAK,False,,24716060,003G0000018f6ezIAA,0010A000002wOd1QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator Disconnect,Medium,"***DDS 2025-12-22***
User wanted to disconnect Authenticator.
DDS assisted user with disconnecting Authenticator after authentication.
 
================================================================================
****Email Chain**
Hello Glenn,

It was a pleasure speaking to you earlier regarding your Authenticator disconnection. We’re happy we were able to assist you in disconnecting your Authenticator after authenticating you.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T19:16:56.000+0000,False,False,005OH00000AX0rVYAT,2025-12-22T19:07:26.000+0000,005OH00000AX0rVYAT,2025-12-22T19:16:56.000+0000,005OH00000AX0rVYAT,2025-12-22T19:16:56.000+0000,(604)687-6808,(778) 837-7526,ayrton@clearwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDlhJYAS,False,,24711841,0030A0000029hjPQAQ,0010A000002w5Z6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for Workspace,Medium,"•	Reason for call: Register for WS 
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: n/a
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
=============================
Bonjour Nancy, 

Merci d'avoir contacté le support Workspace. Ce fut un plaisir de vous aider à vous inscrire à Workspace. 

Votre avis compte. Faites-nous savoir ce que vous pensez de la qualité du service en remplissant un court sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
    
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T18:07:43.000+0000,False,False,005OH00000BFQFGYA5,2025-12-22T18:00:55.000+0000,005OH00000BFQFGYA5,2025-12-22T18:19:01.000+0000,005OH00000BFQFGYA5,2025-12-22T18:19:01.000+0000,(581)995-6995,,servicesnancydubreuil@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDoLqYAK,False,,24713938,0030A0000029kxRQAQ,0010A000002w8BTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/22/25 

User was unable to login to WS due to MFA requirement - Authenticated user as per KB0021888
Assisted user to locate the MFA that is linked to their WS account as user has several MFAs on their phone. 
 
============================================================================================= 
 
****Email Chain****

Good day Jin,

Thank you for contacting Workspace Support regarding your access to the Workspace portal.

I’m glad I was able to assist you locate the authenticator linked to your Workspace account. You were also able to sign, out and back into Workspace without any issues.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T18:45:18.000+0000,False,False,005OH0000097FtCYAU,2025-12-22T18:33:50.000+0000,005OH0000097FtCYAU,2025-12-22T18:45:18.000+0000,005OH0000097FtCYAU,2025-12-22T18:45:18.000+0000,(778)862-3580,(778) 862-3580,jamesjinwu@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDoX7YAK,False,,24712375,003OH00000FPk5aYAD,001OH00000JEcibYAD,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request/follow up,Medium,"**EMAIL**

Bonjour Emilie,

Merci pour votre réponse concernant votre rapport. Nous avons reçu une confirmation de l’équipe Sécurité Quadrus que vous aurez besoin de remplir le formulaire d’accès délégué Quadrus pour que nous pouvons vous envoyer l’information demandé. Voici le lien pour le formulaire : Accès délégué: Centre d'investissement

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Good morning,

Yes, a Quadrus delegate access form needs to be submitted for user to obtain access to codes.

Thanks,
Trish

Quadrus Security Requests
quadrussecurityrequests@quadrusinvestment.com

By replying to this request, any personal information provided will be used to provide you with products and services. To learn more about our personal information policies and practices, visit canadalife.com/privacy.
En répondant à cette demande, toutes les informations personnelles fournies seront utilisées pour vous fournir des produits et services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, visitez canadalife.com/privacy.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus




Good afternoon Emilie,

Our team received your request for the following advisor names and codes for KYC status reports. Unfortunately, it appears you do not have delegate access for us to send you the requested information. Please have this form filled out, Delegate Access Form regarding your access. Once you receive confirmation regarding your access, please let us know and we will fulfil this request.


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 






Good afternoon,

IC is not showing Emilie as having access to  any of the below codes.


Thanks, 
Ian 
Quadrus Security Requests quadrussecurityrequests@quadrusinvestment.com

By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy. 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé pour vous offrir des produits et des services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, rendez-vous à canadavie.com/confidentialite.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus


Good day Quadrus Security team,

Could you please confirm if Emilie Gauvreau (egauvreau@lussier.co) has delegate access to the following advisor names and codes as we received a KYC report request?

Advisor: Stéphane Arseneault
Code: 16395

Advisor: Mathis Blais
Code: 18537

Advisor: Eric Emond
Code: 16977

Advisor: Emilie Gauvreau
Code: 18475

Advisor: Michael Girard
Code: 29106

Advisor: Kathy Martin
Code: 34306

Advisor: Frédéric Tchernoff
Code: 21520

Advisor: Ludovic Tremblay-Landry
Code: 35146


Thank you,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Carmen C
Distribution Digital Support Specialist
Distribution Digital Support (DDS)
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com

Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Kathy Martin
Code: 34306

Request 2:
Advisor: Frédéric Tchernoff
Code: 21520

Request 3:
Advisor: Ludovic Tremblay-Landry
Code: 35146

Request 4:
Advisor:
Code:

Request 5:
Advisor:
Code:

Please email it to egauvreau@lussier.co

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Stéphane Arseneault
Code: 16395

Request 2:
Advisor: Mathis Blais
Code: 18537

Request 3:
Advisor: Eric Emond
Code: 16977

Request 4:
Advisor: Emilie Gauvreau
Code: 18475

Request 5:
Advisor: Michael Girard
Code: 29106

Please email it to egauvreau@lussier.co

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-22T18:09:21.000+0000,False,False,005OH0000071DK9YAM,2025-12-22T18:09:21.000+0000,005OH0000071DK9YAM,2025-12-29T15:40:14.000+0000,005OH0000071DK9YAM,2025-12-29T15:40:14.000+0000,(418)549-7747X17332,,egauvreau@lussier.co,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDpNQYA0,False,,24716003,0030A0000029jWJQAY,0010A000002w728QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA,Medium,"•	Reason for call: Disconnect and reconnect authenticator 
Authentication: Yes/No, which rotation: Yes
•	Troubleshooting steps completed: completed via SF
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): Identification

=======================
Hello Samantha, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access your Workspace account. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T19:06:44.000+0000,False,False,005OH00000BFQFGYA5,2025-12-22T19:06:44.000+0000,005OH00000BFQFGYA5,2025-12-22T19:07:45.000+0000,005OH00000BFQFGYA5,2025-12-22T19:07:45.000+0000,(709)237-4122XExt23,,hmurphy@murphyneil.ca,(709)237-5125,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDpueYAC,False,,24714270,0030A0000029VyGQAU,0010A000002vvp8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace access-,Medium,"*********DDS********* 12/22/2025
User calling as they were having issues when attempting to sign into workspace. DDS assisted and provided user with the right link to use to sign and they were able to sign in successfully.


***************email chain*********************
Hello Lauren, 

     It was a pleasure assisting you get back into your workspace account today. For all process related inquires for an application, you can reach your RSA Amanda Meehan at amanda.meehan@gwl.ca or 613-270-6800. You can also access workspace using this link : https://workspace.canadalife.com/. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T18:54:08.000+0000,False,False,005OH00000BFQFHYA5,2025-12-22T18:39:15.000+0000,005OH00000BFQFHYA5,2025-12-22T18:54:08.000+0000,005OH00000BFQFHYA5,2025-12-22T18:54:08.000+0000,(289)242-9929,,lauren_foley@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDqMQYA0,False,,24715380,003G0000018f78nIAA,0010A000002wPC6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Glen Macgregor - K213854T - AOR,Medium,"***DDS*** 12/22/25
Name: Sarah Case
Phone:
Agent code: 30735
Reference: 


Advisor name: Craig Allen

Email is for Field buy Sell

Good afternoon,

I submitted the attached AORT to HO on November 28th for Glen Macgregor. His term policy K213854T is to be assigned to advisor, Craig Allen, but we noticed that it’s showing on system as inactive:
 

Lauren Rushton at HO emailed below to confirm that the policy is actually active, so this is a Workspace issue. Are you able to correct this on system?

Also, Lauren confirmed that the policy has not been assigned to Craig Allen as servicing advisor yet (even though we can view it on Workspace under inactive policies). Are you able to correct this too?

Thanks for your help with this!


Sarah Case
Operations Associate
Craievich Financial Services Inc.
133 Kendall Street
Point Edward, ON   N7V 4G6
sarah.case@craievichfinancial.com
www.craievichfinancial.com
Tel.: (519) 337-6553 Ext. 31
Fax: (519) 337-6552 
*********************************************************************** 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




From: Rushton, Lauren <Lauren.Rushton@canadalife.com> 
Sent: Friday, December 19, 2025 12:29 PM
To: Case, Sarah <sarah.case@craievichfinancial.com>
Cc: Allen, Craig <craig.allen@craievichfinancial.com>; Rushton, Lauren <Lauren.Rushton@canadalife.com>
Subject: RE: Glen Macgregor - K213854T - AORT

Hello Sarah,

Thank you for your email.

In reviewing system, this policy is currently in active status, paid to January 7, 2026.

There is an owner restrict on this policy due to possible Identity Theft.  This restrict was put on the policy in March 2025 and is set for removal in March 2026.  Note that this restrict will not prevent funds from being transferred. 

The inactive status seems to be a Workspace issue for which you will need to contact Workspace for further assistance with - email CLWorkspaceSupport@canadalife.com or phone
1-800-475-7001.

I do also want to note that in reviewing this policy, Craig is not showing as the current advisor on this policy as requested.  For further assistance with this, you will need to reach out to Field-Buy-Sell again.


Thank you,

Lauren Rushton (she/her)
Senior In-Force Policy Analyst | Insurance Operations, In-Force Policy
Analyste principale | Exploitation Assurance, Policies en vigueur
Lauren.Rushton@canadalife.com  |  Phone/Téléphone: (226)777-8183  |  Toll-free/Téléphone sans frais:  1-844-363-5956  

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: sarah.case@craievichfinancial.com <sarah.case@craievichfinancial.com> 
Sent: December 18, 2025 10:17 AM
To: Stanfield, Kathryn <Kathryn.Stanfield@canadalife.com>
Cc: Allen, Craig <craig.allen@craievichfinancial.com>
Subject: [EXT] FW: Glen Macgregor - K213854T - AORT
Importance: High

Hi Kathryn, I hope you’re having a nice December! 😊 I submitted the attached AORT to HO on November 28th for Glen Macgregor. His term policy K213854T has recently been transferred over to advisor, Craig Allen, but we noticed that it’s

Hi Kathryn,

I hope you’re having a nice December! 😊

I submitted the attached AORT to HO on November 28th for Glen Macgregor. His term policy K213854T has recently been transferred over to advisor, Craig Allen, but we noticed that it’s showing on system as inactive:
 

Craig is confused because the client recently received a letter from Canada Life concerning a policy renewal in the new year for K213854T. He’s considering converting $25k to Whole Life and dropping the rest of coverage. 

Can you confirm why the policy is showing as inactive? What is needed to reinstate the policy?

Thanks for your help with this!


Sarah Case
Operations Associate
Craievich Financial Services Inc.
133 Kendall Street
Point Edward, ON   N7V 4G6
sarah.case@craievichfinancial.com
www.craievichfinancial.com
Tel.: (519) 337-6553 Ext. 31
Fax: (519) 337-6552 
*********************************************************************** 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




From: Craig Allen <craig.allen@craievichfinancial.com> 
Sent: Thursday, December 18, 2025 9:28 AM
To: sarah.case@craievichfinancial.com
Subject: Re: Confirmation of two (2) clients processed & completed : Shelley Magee & Glen Macgregor

That is so weird. Can we confirm with HQ as Glen received a letter about the renewal on the policy for next year?? I've been doing pricing for them and they are considering converting 25K to Whole Life and dropping the rest of the coverage.

Thanks,

Craig

On Wed, Dec 17, 2025 at 1:44 PM <sarah.case@craievichfinancial.com> wrote:
Hi Craig,
 
Shelley and Glen’s MF policies are now assigned to you, but Glen’s term policy K213854T is showing as inactive on system:
 
 
 
It looks like we won’t have to stop the PPA payments unless there’s a different policy that should be stopped?
 
Thank you!
 
Sarah
 
 
From: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com> 
Sent: Wednesday, December 17, 2025 12:07 PM
To: Case, Sarah <sarah.case@craievichfinancial.com>
Cc: Allen, Craig <craig.allen@craievichfinancial.com>
Subject: Confirmation of two (2) clients processed & completed : Shelley Magee & Glen Macgregor
 
Good afternoon Sarah,
 
Thank you for your email.  
 
This email will confirm the following two (2) clients have been fully processed and are now under advisor Craig Allen 30735-5 (W5403): 
 
Shelley Macgee – Policy F698915333
Glen Macgregor – Policy F696245171 (Policy B004584-7 is purged)
 
Wishing you a wonderful day & Merry Christmas!
 
 
Marlo Villeneuve
Contracts & Compensation Specialist | Compensation and Contracting Operations
Marlo.Villeneuve@canadalife.com
 (226-272-1283)
T-4B4E
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 
From: sarah.case@craievichfinancial.com <sarah.case@craievichfinancial.com> 
Sent: December 17, 2025 12:07 PM
To: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Cc: Allen, Craig <craig.allen@craievichfinancial.com>
Subject: [EXT] RE: Client Letter Received for Shelley Magee
 
Good morning, Shelley Magee has updated her address on system to the following: Unit 140 - 36501 Dashwood Road Dashwood, Ontario N0M 1N0 Please let me know if anything else is needed to proceed with the attached AORT. Thank you. Sarah Case Operations
 
Good morning,
 
Shelley Magee has updated her address on system to the following:
 
Unit 140 - 36501 Dashwood Road
Dashwood, Ontario
N0M 1N0
 
Please let me know if anything else is needed to proceed with the attached AORT.
 
Thank you.
 
 
Sarah Case
Operations Associate
Craievich Financial Services Inc.
133 Kendall Street
Point Edward, ON   N7V 4G6
sarah.case@craievichfinancial.com
www.craievichfinancial.com
Tel.: (519) 337-6553 Ext. 31
Fax: (519) 337-6552 
*********************************************************************** 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
 
 
From: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com> 
Sent: Friday, December 12, 2025 11:59 AM
To: Allen, Craig <craig.allen@craievichfinancial.com>
Cc: Case, Sarah <sarah.case@craievichfinancial.com>
Subject: RE: [EXT] RE: Client Letter Received for Shelley Magee
 
Good afternoon Craig,
 
Thank you for your email.
 
The client must update their address on Investment Centre. Please inform me as soon as their address has been updated.
 
 
Marlo Villeneuve
Contracts & Compensation Specialist | Compensation and Contracting Operations
Marlo.Villeneuve@canadalife.com
 (226-272-1283)
T-4B4E
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
From: sarah.case@craievichfinancial.com <sarah.case@craievichfinancial.com> 
Sent: December 12, 2025 11:25 AM
To: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Cc: Allen, Craig <craig.allen@craievichfinancial.com>
Subject: [EXT] RE: Client Letter Received for Shelley Magee
 
Good morning, Shelley Magee now resides in Ontario – below is her current home address: Unit 140 - 36501 Dashwood Road Dashwood, Ontario N0M 1N0 Please proceed with the attached LOD. Thank you. Sarah Case Operations Associate Craievich Financial
 
Good morning,
Shelley Magee now resides in Ontario – below is her current home address:
Unit 140 - 36501 Dashwood Road
Dashwood, Ontario
N0M 1N0
 
Please proceed with the attached LOD.
Thank you.
 
Sarah Case
Operations Associate
Craievich Financial Services Inc.
133 Kendall Street
Point Edward, ON   N7V 4G6
sarah.case@craievichfinancial.com
www.craievichfinancial.com
Tel.: (519) 337-6553 Ext. 31
Fax: (519) 337-6552 
*********************************************************************** 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
________________________________________
From: Field Buy-Sell Transfer <FieldBuy-SellTransfers@canadalife.com>
Sent: Thursday, December 11, 2025 12:34 PM
To: Craievich, David <info@craievichfinancial.com>
Subject: Client Letter Received for Shelley Magee 
 
 
We cannot proceed with the transfer of mutual fund policy F698915333 as the new servicing advisor does not hold the appropriate New Brunswick mutual fund license to service this policy.
 
 
Thank you,
Marlo",True,2025-12-22T18:56:54.000+0000,False,False,005OH00000BGeeHYAT,2025-12-22T18:56:54.000+0000,005OH00000BGeeHYAT,2025-12-22T18:56:54.000+0000,005OH00000BGeeHYAT,2025-12-22T18:56:54.000+0000,(519)871-3471,(519) 871-3471,craig.allen@craievichfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDqnRYAS,False,,24712856,0031600002YRWHcAAP,0010A000002wODDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Clients address not reflected in Workspace summaries,Medium,"***DDS Dec.22/2025***
User says the address for the clients two policies 6323472-2 / 7392680-4 , does not populate when summaries are printed. Logged in as the user and investigated further and the two mentioned policies does not show the clients address under the product details page but they do show on the clients detail page. Took screenshots of the issue and gathered all the necessary supporting info and sent it to L2 for escalation to be investigated further. Responded to the user and advised we would be escalating this for further investigation and will reach out shortly with an update.
*Received an update from L2 and responded to the user accordingly.

REF KB: KB0021253   

*****Email*****

Hello Amy,

I investigated this matter further and can confirm this a known issue as the policies exist in a legacy mainframe. This gap will be resolved when the policies are migrated to a new mainframe and there is no current ETA. 
In the interim, if you need to confirm the address on file with Head Office , please reach out to the Advisor Service Centre at 1-888-252-1847 or Advisor Support Chat in Workspace. 

Take care.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Hello @Workspace Service Leaders,

Policies 6323472-2 / 7392680-4 for ROSAIRE SEGUIN do not populate the client address when the summaries are printed from Workspace. Address shows correctly on the client details page for both policies, but address does not show up under the product details page for both policies. Please refer to screenshots and supporting info below.

Salesforce ID: 0035o000004Fx75AAC
First Name: AMY
Last Name: OLIVEIRA
Advisor name: JENNIFER FARQUHAR ( D0296 )
Policy Number: 6323472-2 / 7392680-4
Client's First Name: ROSAIRE 
Client's Last Name: SEGUIN
DOB: December 9, 1937
Screenshots of error message (if possible): Attached

 
Please let me know if you need further information – thanks for the help!


Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 22, 2025 11:55 AM
To: Oliveira, Amy <Amy@llpg.ca>
Subject: RE: [EXT] Fwd: 6323472-2 & 7392680-4 ROSAIRE SEGUIN - Case - 24712856

Hello Amy,

Thanks for contacting the Workspace Support team regarding the client’s address not showing in the product details page, as well as summaries in Workspace for these two policies.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Amy Oliveira <amy@llpg.ca> 
Sent: December 22, 2025 6:29 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Fwd: 6323472-2 & 7392680-4 ROSAIRE SEGUIN - Case - 24712856

Hello, Can you please update the client's profile to have her address reflect in summaries? Thanks, Amy Quick Links: LLPG website: www. llpg. ca My Canada Life: https: //my. canadalife. com/mcl/sign-in Manulife: https: //portal. manulife. ca/manulifeinvestments
ZjQcmQRYFpfptBannerStart
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    Report Suspicious    ‌ 



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Hello, 

Can you please update the client's profile to have her address reflect in summaries?

Thanks,
Amy

 
 
Quick Links:
LLPG website: www.llpg.ca
My Canada Life: https://my.canadalife.com/mcl/sign-in
Manulife: https://portal.manulife.ca/manulifeinvestments
The Canada Life Assurance Company. The use of email is not a secure medium and personal information should be transmitted by more secure means.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this
communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
If you no longer want to receive these messages, click the word unsubscribe to email a request to me.

---------- Forwarded message ---------
From: Taylor, Kim (she/her/hers) <Kimberly.Taylor@canadalife.com>
Date: Thu, Dec 18, 2025 at 7:21 AM
Subject: 6323472-2 & 7392680-4 ROSAIRE SEGUIN
To: Oliveira, Amy <Amy@llpg.ca>

Hi Amy,
 
Thank you for your recent call to the CSC regarding the above-noted policies.
 
I attempted to run a summary as well, and the address is showing as Unknown for me too. I’ve manually updated the summaries for you here.
I recommend reaching out to Workspace Support for assistance and logging this error for further investigation:
•	Phone: 1-888-999-4516 (service available in English and French)
•	Email (English): WorkspaceSupport@canadalife.com 
•	Email (French): SoutienEspaceAffaires@canadavie.com 
 
Please let me know if you need anything further.
 
Thank you,
 
Kimberly (Kim) Taylor (she/her/hers)
Senior In-Force Policy Analyst | Insurance Operations, In-Force Policy
Analyste principale| Exploitation Assurance, Polices en vigueur
 
kimberly.taylor@canadalife.com  | Phone/Téléphone: 226-777-8414 | Toll-free/Téléphone sans frais: 1-844-363-5956
Error! Filename not specified. Error! Filename not specified. 
Out of the office: December 25th to January 5th 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T18:17:06.000+0000,False,False,005OH00000BFQFBYA5,2025-12-22T18:17:06.000+0000,005OH00000BFQFBYA5,2025-12-22T21:12:41.000+0000,005OH00000BFQFBYA5,2025-12-22T21:12:41.000+0000,(705)707-5574X207,(705) 494-0765,jennifer@llpg.ca,(705)707-1018,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDqylYAC,False,,24713312,003G0000018f6WcIAI,0010A000002wOThQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff is having issues TPA.
MartinaHymers@blacksfinancial.ca",True,2025-12-22T18:30:45.000+0000,False,False,005OH00000BFQFCYA5,2025-12-22T18:24:14.000+0000,005OH00000BFQFCYA5,2025-12-22T18:53:07.000+0000,005OH00000BFQFCYA5,2025-12-22T18:53:07.000+0000,(519)284-1340,,rickcoward@blacksfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDrC8YAK,False,,24716869,003OH00000WaPDlYAN,001OH00000e15wfYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T19:19:35.000+0000,False,False,005OH000002npWUYAY,2025-12-22T19:19:35.000+0000,005OH000002npWUYAY,2025-12-22T19:19:35.000+0000,005OH000002npWUYAY,2025-12-22T19:19:35.000+0000,(905)536-5103,,lukasolach24@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002npWUYAY,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDrZtYAK,False,,24715489,0035o000004mO9CAAU,0015o000005KzZrAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset for workspace,Medium,"Mandy liu
ASA needed assistance with password reset for WS.  After authentication, password reset link sent and they were able to login successfully.

Hello Mandy,

Thank you for calling workspace support team. I am so happy to take your call today.

In our todays’ call, you needed assistance with password reset. After authentication, I sent you a password reset link. After a password reset, you were able to login successfully. 

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T19:08:26.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T18:58:42.000+0000,005OH00000BFiyTYAT,2025-12-22T19:08:26.000+0000,005OH00000BFiyTYAT,2025-12-22T19:08:26.000+0000,(416)789-3691,,sfi@shenglin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDrs1YAC,False,,24719851,0030A0000029aovQAA,0010A000002vzslQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:07:23.000+0000,False,False,005OH00000BfonJYAR,2025-12-22T20:07:23.000+0000,005OH00000BfonJYAR,2025-12-22T20:07:23.000+0000,005OH00000BfonJYAR,2025-12-22T20:07:23.000+0000,(250)248-3909,,mae-claire.locke@ipcc.org,(250)248-3632,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDsXtYAK,False,,24716988,0030A0000029bijQAA,0010A000002w0a9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T19:21:34.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T19:21:34.000+0000,005OH000003ds0PYAQ,2025-12-22T19:21:35.000+0000,005OH000003ds0PYAQ,2025-12-22T19:21:35.000+0000,(613)329-7297,,tarroquest@bell.net,(855)710-7084,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDsZGYA0,False,,24716568,003G0000018f6jfIAA,0010A000002wOjtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"Advisor reported having a ""you need permission to access this item"" when clicking on the link to download their CRM data",Medium,"Issue: Advisor reported having a ""you need permission to access this item"" when clicking on the link to download their CRM data
Advisor or Support Staff: advisor
Email: stephen@stephencragg.com
KBA used:   KB0023125
Findings: user reported their issue is now resolved
Troubleshooting steps involved: provided steps from  KB0023125 and user emails to confirm their issue is now resolved
====================emails======================
Hi Stephen, 

I am glad your issue is now resolved. 

If you have any additional issues with your Workspace account, don’t hesitate to communicate with us. 

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: stephen@stephencragg.com <stephen@stephencragg.com> 
Sent: Monday, December 22, 2025 12:59 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: [EXT] FW: ACTION REQUIRED: Prepare for your CRM data extraction | MESURE À PRENDRE : Préparer vos données de GRC pour extraction

Hi Carl…this has now been fixed. Thanks, Stephen From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Monday, December 22, 2025 12: 50 PM To: Cragg, Stephen <stephen@ stephencragg. com> Subject: RE: [EXT] FW: ACTION REQUIRED: 
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Hi Carl…this has now been fixed.  Thanks, Stephen


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Monday, December 22, 2025 12:50 PM
To: Cragg, Stephen <stephen@stephencragg.com>
Subject: RE: [EXT] FW: ACTION REQUIRED: Prepare for your CRM data extraction | MESURE À PRENDRE : Préparer vos données de GRC pour extraction

Hi Stephen, 

Thank you for contacting Workspace Support.  

Can you tell us which browser you are using?

We will try to have you clear your cache and cookies to see if this resolves your issue below. 

We will send you the instructions to clear your cache and cookies once we receive the name of your web browser. 

Thank you for help. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: stephen@stephencragg.com <stephen@stephencragg.com> 
Sent: Friday, December 19, 2025 11:00 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FW: ACTION REQUIRED: Prepare for your CRM data extraction | MESURE À PRENDRE : Préparer vos données de GRC pour extraction

Hi…I am receiving the following message when trying to Click this link to view my CRM data. Regards, Stephen From: Canada Life News <Canadalifenews@ mail. canadalife. com> Sent: Friday, December 12, 2025 9: 31 AM To: STEPHEN@ STEPHENCRAGG. COM

Hi…I am receiving the following message when trying to Click this link to view my CRM data.

 

Regards,
Stephen

From: Canada Life News <Canadalifenews@mail.canadalife.com> 
Sent: Friday, December 12, 2025 9:31 AM
To: STEPHEN@STEPHENCRAGG.COM
Subject: ACTION REQUIRED: Prepare for your CRM data extraction | MESURE À PRENDRE : Préparer vos données de GRC pour extraction

Your client relationship management (CRM) data is almost ready for extraction from Workspace.
View in browser

 	 	 

Your client relationship management (CRM) data is almost ready for extraction from Workspace. As we told you earlier, we needed to review CRM data related to buy/sell transactions involving your book of business. Refer to the Background section for more details on what this means. 

Our review is now complete, and we’re ready to move forward. During our review of the CRM data, we identified some records that may not be related to policies you currently service and which require your review and validation. 
Next steps 
Here’s what you need to do: 
1.	Review your CRM data in Workspace and delete any misaligned data

To safeguard your clients’ data, please review your CRM data and delete any data that doesn’t pertain to the policies you currently service. Deleting any misaligned data will help ensure that together we’re meeting our legal, compliance and privacy obligations. 

The linked report includes a list of clients involved in buy/sell transactions as well as a direct link to view the potentially misaligned data in Workspace. Please carefully review each item and decide if any need to be deleted from your account in Workspace. Use this guide to help your review.

We didn’t delete this potentially misaligned data on your behalf because we are not able to clearly determine the data does not relate to policies you service. As the advisor of record, you are in a better position to make this determination. If you need support, contact Workspace Support.

Click this link to view your CRM data.
2.	Complete the acknowledgement

In the new year, we’ll send you a DocuSign link so you can complete an acknowledgement confirming that you’ve reviewed your CRM data, you’ve deleted data that is not related to the policies you service, you’re not aware of unauthorized use or further disclosure of misaligned data while you’ve had access to it, and will notify us if you become aware of any unauthorized use or further disclosure of misaligned data. After you’ve signed, we’ll extract the CRM data and notify you by email when it’s ready for you to download in January 2026.
Background
In Workspace, CRM data is linked to a client, not to an individual policy or account. Between 2020 and 2024, when a book of business was sold, Workspace automatically copied CRM data from a selling advisor’s account to a buying advisor’s account. For partial buy/sell transactions, CRM data associated with all of a client’s policies or accounts was copied, even if the buying advisor only bought some of that client’s policies. This may have resulted in the purchasing advisor potentially having access to CRM data for policies they don’t service. The automatic copying of client data in Workspace was turned off in October 2024. 
Need help?
Review these resources, including frequently asked questions. Contact Workspace Support if you have questions about Workspace or accessing your CRM data.
Read more



 


 
Canada Life and design are trademarks of The Canada Life Assurance Company.
 



 
 	 	 

Vos données de GRC sont presque prêtes à être extraites de l’Espace affaires. Comme nous vous l’avons indiqué plus tôt, nous avons dû examiner les données de GRC liées aux transactions de rachat comprises dans votre bloc d’affaires. Consultez la section Contexte pour obtenir de plus amples renseignements sur ce que cela signifie. 

Notre examen est maintenant terminé et nous sommes prêts à aller de l’avant. Au cours de notre examen des données de GRC, nous avons repéré certains dossiers qui pourraient ne pas être liés aux polices dont vous assurez actuellement le service et que vous devrez examiner et valider. 
Prochaines étapes 
Voici ce que vous devez faire : 
1.	Passer en revue vos données de GRC dans l’Espace affaires et supprimer toute donnée non pertinente

Pour protéger les données de vos clients, veuillez passer en revue vos données de GRC et supprimer toute donnée non liée aux polices dont vous assurez actuellement le service. La suppression des données non pertinentes nous aidera à nous assurer qu’ensemble, nous respectons nos obligations légales, réglementaires et liées à la protection des renseignements personnels. 

Le rapport en pièce jointe comprend une liste des clients visés par des transactions de rachat ainsi qu’un lien direct pour consulter les données pouvant s’avérer non pertinentes dans l’Espace affaires. Veuillez examiner attentivement chaque élément et décider s’il doit être supprimé de votre compte dans l’Espace affaires. Utilisez le guide en pièce jointe pour faciliter votre examen.

Nous n’avons pas supprimé les données qui pourraient s’avérer non pertinentes en votre nom, car nous ne sommes pas en mesure de déterminer clairement si elles se rapportent ou non à des polices dont vous assurez le service. En tant que conseiller réalisateur, vous êtes le mieux placé pour prendre cette décision. Si vous avez besoin d’aide, communiquez avec l’équipe de soutien de l’Espace affaires.

Cliquez sur ce lien pour voir vos données de GRC.
2.	Fournir l’attestation 

En début d’année, nous vous enverrons un lien DocuSign afin que vous puissiez remplir une attestation confirmant que vous avez passé en revue vos données de GRC et que vous avez supprimé les données qui ne sont pas liées aux polices dont vous assurez le service, que vous n’êtes au courant d’aucune utilisation ou autre communication non autorisée de données non pertinentes alors que vous y aviez accès et que vous nous informerez si vous prenez connaissance d’une utilisation ou autre communication non autorisée de données non pertinentes. En janvier 2026, une fois que vous aurez signé l’attestation, nous extrairons vos données de GRC et vous aviserons par courriel lorsqu’elles seront prêtes à être téléchargées. 
Contexte
Dans l’Espace affaires, les données de GRC sont liées à un client, et non à une police ou à un compte individuel. Entre 2020 et 2024, lorsqu’un bloc d’affaires était vendu, l’Espace affaires copiait automatiquement les données de GRC du compte du conseiller vendeur dans le compte du conseiller acquéreur. Pour les transactions de rachat partiel, les données de GRC associées à l’ensemble des polices ou des comptes d’un client ont été copiées, même si le conseiller acquéreur n’avait acheté que certaines des polices du client. Par conséquent, le conseiller acquéreur pourrait avoir accès aux données de GRC pour des polices dont il n’assure pas le service. La copie automatique des données des clients dans l’Espace affaires a été désactivée en octobre 2024. 
Besoin d’aide?
Passez en revue ces ressources, y compris une foire aux questions. Communiquez avec l’équipe de soutien de l’Espace affaires si vous avez des questions sur l’Espace affaires ou sur l’accès à vos données de GRC.
Lire la suite



 


 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie.",True,2025-12-22T19:15:07.000+0000,False,False,0055o000001zVCKAA2,2025-12-22T19:15:07.000+0000,0055o000001zVCKAA2,2025-12-22T19:16:16.000+0000,0055o000001zVCKAA2,2025-12-22T19:16:16.000+0000,(905)372-0620,(905) 626-7440,stephen@stephencragg.com,(289)252-0967,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDtCEYA0,False,,24715685,003G0000018f74WIAQ,0010A000002wP7qQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre issue,Medium,"*** DDS Dec 22nd, 2025 ***
User logged back in and could print forms. The error did not appear like it previously did for the user apparently. Issue solved itself
==============
Good afternoon Roger,

It was a pleasure speaking with you today and helping you print reports on Investment Centre.

During our call, you were able to open and print reports that were unavailable before.

I’m glad I was able to assist you today printing these reports. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T19:04:22.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T19:01:34.000+0000,005OH00000AbJ7aYAF,2025-12-22T19:11:48.000+0000,005OH00000AbJ7aYAF,2025-12-22T19:11:48.000+0000,(519)490-0289,(519) 490-0289,roger@rogerwarren.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDtPDYA0,False,,24716527,0035o000007KbqJAAS,0015o0000081gLNAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T19:14:33.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T19:14:33.000+0000,005OH000003ds0PYAQ,2025-12-22T19:14:34.000+0000,005OH000003ds0PYAQ,2025-12-22T19:14:34.000+0000,(705)313-4803,,tristan@seabrookefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDue9YAC,False,,24713681,0030A0000027Gv3QAE,0010A000002wN2mQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CapIntel issue still happening,Medium,"*** DDS Dec 22nd, 2025 ***
User still has an issue with CapIntel that was escalated on Dec 18th in 24640918. Sending message to Kevin to let him know since I could not get a hold of someone on assist. Will call back, or assist will call back at 438 880 4234 to update them on the issue. When opening CapIntel it redirects the user, it worked briefly on Friday but does not work today.
==============",True,2025-12-22T18:51:00.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T18:29:59.000+0000,005OH00000AbJ7aYAF,2025-12-22T18:51:00.000+0000,005OH00000AbJ7aYAF,2025-12-22T18:51:00.000+0000,(807)935-8386,(807) 620-6590,dominique@chenardwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDyjOYAS,False,,24714839,003G000001YhBbKIAV,0010A000002wSmtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"SL - Raised by Justin. User doesn't understand what group codes are and how it affects their access. Referred to Contracts and Licensing.

***DDS 2025-12-29***
DDS notified user that since policies are aligned to group code, user cannot get a Workspace account.

***DDS 2025-12-22***
DDS found that user has an individual insurance policy aligned to a Group code.
DDS is investigating issue further.
DDS emailed user back to inquire on if they have any other GWL code.

***DDS 2025-12-22***
User wanted to register for Workspace. 
The advisor code that the user gave was only licensed for Group policies.
DDS inquired with Assist for further information and told user they would call them back.
 
================================================================================
****Email Chain**

Good afternoon Alastair,

I’m responding on behalf of Justin regarding this inquiry.

We can only provide information based on what we can see in our system. Since we’re a technical support team for the Workspace platform, we’re not best equipped to explain the difference between licensing with Canada Life and are referring you to the appropriate team. Please contact CanadaLife.Contracts&Licensing@canadalife.com to clarify the difference between individual and group advisor codes.

Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Alastair Hancock <awhancock@shaw.ca> 
Sent: December 30, 2025 12:00 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: Workspace Account Inquiry - Case 24714839

Hello Alastair,

Thank you for providing the requested information. Unfortunately, Workspace only provides access to individual codes and because the policy you previously mentioned is aligned to your group code, you won’t have access to Workspace to view the information. Please reach out to the Advisor Service Centre for information on this and other similar policies. Their number is 1-888-252-1847.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Alastair Hancock <awhancock@shaw.ca> 
Sent: December 23, 2025 12:45 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Workspace Account Inquiry - Case 24714839

Thanks for your efforts. Strange that my code will not come up even when I am still getting my commission statements and summaries Found another code to try on an old summary Agents code GC958 Office Code UOAB Office EDMONTON Hopefully that
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thanks for your efforts.

Strange that my code will not come up even when I am still getting my commission statements and summaries

Found another code to try on an old summary

Agents code   GC958
Office Code    UOAB
Office                 EDMONTON

Hopefully that helps find the way to Workspace

Thank you

Alastair Hancock

Financial Advisor
Keybase F. G. 
ahancock@keybase.ca 

Personal Insurance Advisor
CustomPlan F. S.
awhancock@shaw.ca

780 906 5013



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 22, 2025 3:09 PM
To: 'awhancock@shaw.ca' <awhancock@shaw.ca>
Subject: Workspace Account Inquiry - Case 24714839

Hello Alistair,

We tried calling you back earlier, but it seems like we were unable to reach you. According to our database, you only have a GWL group code. Are you aware of any other GWL codes that are aligned to you? This information is needed for our investigation into your Workspace account inquiry.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T16:09:48.000+0000,False,False,0050A000000qsPeQAI,2025-12-22T18:47:56.000+0000,005OH00000AX0rVYAT,2026-01-02T19:32:09.000+0000,0050A000000qsPeQAI,2026-01-02T19:32:09.000+0000,(780) 452-3502,,ahancock@interbaun.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iDzqlYAC,False,,24716883,003G0000018f6svIAA,0010A000002wOueQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 22nd, 2025 ***
User needed help creating Wokrspace account. Authorized with rotation 2, then followed KB0017316   to finish registration and sign in was successful.
===============
Bonjour Michel,

C’était un plaisir de vous parler aujourd’hui pour vous aider à créer votre compte AGD Espace Affaires.

Pendant notre appel, je vous ai aidé à réinitialiser votre mot de passe RepNet pour pouvoir finir la création de votre compte. Je vous ai ensuite aidé à lier Salesforce AUthenticator et à vous connecter à votre nouveau compte AGD Espace Affaires.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-22T19:44:58.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T19:19:49.000+0000,005OH00000AbJ7aYAF,2025-12-22T19:44:58.000+0000,005OH00000AbJ7aYAF,2025-12-22T19:44:58.000+0000,(450)672-3434,(514) 402-4230,michel@demersfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iE0RrYAK,False,,24716070,0030A0000029e8GQAQ,0010A000002w2XSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T19:07:31.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T19:07:31.000+0000,005OH000003ds0PYAQ,2025-12-22T19:07:32.000+0000,005OH000003ds0PYAQ,2025-12-22T19:07:32.000+0000,(705)724-2400,,todd@assante.com,(705)476-7842,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iE0utYAC,False,,24715717,0031600002YzYZ5AAN,0010A000002wOFZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Investment Centre,Medium,"User indicating that is populating in Investment Centre. 
Assisted user to clear cookies and cache- forms generated. 

Code: 35358
Name: NEIL DAPONTE
Email: cari-lynn@springleaf.ca 

*********************************************************************
Good afternoon, Cari-lynn 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Investment Center!
  
I'm glad I was able to assist you with troubleshooting by clearing your cookies and cache, so you can get the forms needed in Investment Center. 
 
As a recap to clear cookies and cache you want to follow these steps:
1.	Select three dots in the top right-hand corner and then ‘Settings’ 
2.	Click Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’
3.	Change ‘Time Range’ to ‘All Time’
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Click ‘Clear Now’
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T19:22:46.000+0000,False,False,005OH00000BG5v4YAD,2025-12-22T19:02:06.000+0000,005OH00000BG5v4YAD,2025-12-22T19:22:47.000+0000,005OH00000BG5v4YAD,2025-12-22T19:22:47.000+0000,(250)718-7232,(604) 603-4858,neil@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iE2gxYAC,False,,24718596,0030A0000029dJ9QAI,0010A000002w1rzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User is inquiring for assistance to sign into Workspace. 

Email: admin@laddpaisleyfinancialservices.com 
Code: 96199

*************************************************************************
Good afternoon, Lenard 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding Workspace log in!
 
I'm glad I was able to assist you with resetting your password so you can sign in successfully. During Workspace login it will now request a confirmation through the Google Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T20:01:35.000+0000,False,False,005OH00000BG5v4YAD,2025-12-22T19:46:21.000+0000,005OH00000BG5v4YAD,2025-12-22T20:01:35.000+0000,005OH00000BG5v4YAD,2025-12-22T20:01:35.000+0000,(250)686-8485,(250) 650-3011,admin@laddpaisleyfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iE3WAYA0,False,,24715720,0030A0000029WgFQAU,0010A000002vwMoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing forms request-,Medium,"************DDS*********** 12/22/2025
Asa calling as there was a form missing from workspace. DDS directed user to right support on how to access the form. 


************email chain*********

Hello Nancy,

     It was a pleasure assisting you today. Regarding the application forms missing from the website, you can reach out to AdvisorContent@canadalife.com for assistance. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T19:15:27.000+0000,False,False,005OH00000BFQFHYA5,2025-12-22T19:02:06.000+0000,005OH00000BFQFHYA5,2025-12-22T19:15:28.000+0000,005OH00000BFQFHYA5,2025-12-22T19:15:28.000+0000,(519)680-7909,(519) 690-2592,tsinko@mcfr.ca,(519)679-2226,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iE5L6YAK,False,,24717206,0030A0000029f0FQAQ,0010A000002w3EPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace doc issue-,Medium,"*********DDS********* 12/22/2025

User calling as they were having issues with documents being set to client services from workspace. DDS escalated call to 2nd level per assist.",True,2025-12-22T19:51:06.000+0000,False,False,005OH00000BFQFHYA5,2025-12-22T19:24:53.000+0000,005OH00000BFQFHYA5,2025-12-22T19:51:07.000+0000,005OH00000BFQFHYA5,2025-12-22T19:51:07.000+0000,(416)792-7244X206,,salbiani@stratumadvisorygroup.com,(416)792-7241,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iE6aZYAS,False,,24719014,003G0000018f6uOIAQ,0010A000002wOwHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustration password reset,Medium,"ANDREW H LEE
w5554
adviosr needed assistance with product illustration's password reset. after authentication, assistance provided.

Hello Andrew,

Thank you for calling workspace support team. I am so glad to assist with your inquiry today.
 
In our today’s call, you needed assistance with product illustrations password reset. After authentication, I gave you the temporary password for RepNet and you created your new password for product illustrations. This allows you to login successfully.

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T20:11:36.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T19:52:47.000+0000,005OH00000BFiyTYAT,2025-12-22T20:11:37.000+0000,005OH00000BFiyTYAT,2025-12-22T20:11:37.000+0000,(204)489-1587,,andrew@financialheights.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iE6z2YAC,False,,24718046,0030A0000029VtcQAE,0010A000002vvkyQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/22*
----------------
Alison Mah
67839
been on holiday, trying to get into Workspace, it wont accept my password im attempting to change it too 
advised that they need to try other password if the password they are attempting to use is too close to the other password, they solved their own issue without anymore assistance from me 
*email*
----------------
Good afternoon Alison, 

Thank you for contacting the Workspace Support Team with your inquiry.

You were in the middle of a password reset, and it was not accepting your password after multiple attempts. We just advised that your new password cannot be the same or similar to your old password, this enabled you to reset your password and log in successfully. If you have questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T23:14:21.000+0000,False,False,005OH000008919xYAA,2025-12-22T19:37:42.000+0000,005OH000008919xYAA,2025-12-22T23:14:22.000+0000,005OH000008919xYAA,2025-12-22T23:14:22.000+0000,(604)501-2196,,rica.vinluan@edwardjones.com,(866)633-6236,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iE9RtYAK,False,,24716834,003OH00000J73HaYAJ,001OH00000NPg2CYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T19:19:10.000+0000,False,False,005OH00000865wTYAQ,2025-12-22T19:19:10.000+0000,005OH00000865wTYAQ,2025-12-22T19:19:11.000+0000,005OH00000865wTYAQ,2025-12-22T19:19:11.000+0000,(780)217-6243,,todd.slauenwhite@acera.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iE9qAYAS,False,,24719138,0030A0000029dvOQAQ,0010A000002w2LdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T19:54:59.000+0000,False,False,005OH00000BTQdVYAX,2025-12-22T19:54:59.000+0000,005OH00000BTQdVYAX,2025-12-22T19:54:59.000+0000,005OH00000BTQdVYAX,2025-12-22T19:54:59.000+0000,(418)929-9643,,philippe.gingras@gingrasgp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEAMhYAO,False,,24721720,0030A0000029ovxQAA,0010A000002wBVQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:38:23.000+0000,False,False,005OH00000BfonJYAR,2025-12-22T20:38:23.000+0000,005OH00000BfonJYAR,2025-12-22T20:38:23.000+0000,005OH00000BfonJYAR,2025-12-22T20:38:23.000+0000,(604)273-0232X107,(604) 760-8910,vincentlee.fh@gmail.com,(604)320-0203,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEBtXYAW,False,,24719187,003OH00000M961WYAR,001OH00000QupZGYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration err w2302,Medium,"*12/22*
----------------
trying to complete my registration err w2302
p7958

they were able to solve the issue 


*email*
----------------
Good afternoon Myra 

Thank you for contacting the Workspace Support Team with your inquiry.

You were at the activation part of your registration process and were unable to proceed. We reminded you that the activation code was in your email, you were able to complete your activation and then continue to Workspace. If you have any questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T23:07:36.000+0000,False,False,005OH000008919xYAA,2025-12-22T19:55:51.000+0000,005OH000008919xYAA,2025-12-22T23:07:36.000+0000,005OH000008919xYAA,2025-12-22T23:07:36.000+0000,(403)764-4367,,mliquiran@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iECkkYAG,False,,24721555,0030A0000029ccIQAQ,0010A000002w1HkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:35:26.000+0000,False,False,005OH00000BfonJYAR,2025-12-22T20:35:26.000+0000,005OH00000BfonJYAR,2025-12-22T20:35:26.000+0000,005OH00000BfonJYAR,2025-12-22T20:35:26.000+0000,(604)637-6998,(604) 816-0808,jt_financial@yahoo.com,(604)747-9898,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iECssYAG,False,,24719853,003G0000018f6w1IAA,0010A000002wOxtQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Tan Error Code SP,Medium,"•	Reason for call: TAN error code with app via simple protect
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: Followed troubleshooting steps in KB0022199  
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): KB0022199  
=====================
Bonjour Marie-Pierr, 

Merci d'avoir répondu à nos questions. Le code d'erreur TAN a été transmis à notre équipe de support de niveau 2.

Étant donné que nous sommes en période de fêtes, veuillez noter que les réponses pourront être retardées.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Marie-Pierr Genest <marie-pierr@gflabbe.com> 
Sent: December 30, 2025 9:41 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Code d'erreur Tan || 24719853

Bonjour, Je reçois toujours le code d’erreur TAN rendu à cette étape-là. Je ne peux pas ressaisir les adresses courriel, c’est verrouillé. Quand je fais SOUMETTRE LA PROPOSITION, je reçois le message d’erreur TAN. Je croyais pourtant avoir expliquer
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Bonjour, 

Je reçois toujours le code d’erreur TAN rendu à cette étape-là. Je ne peux pas ressaisir les adresses courriel, c’est verrouillé.
Quand je fais SOUMETTRE LA PROPOSITION, je reçois le message d’erreur TAN. 
Je croyais pourtant avoir expliquer la situation la semaine dernière. Est-ce possible de soumettre ENFIN cette proposition ou je vais devoir recommencer? Très ordinaire.

 



 
 
Marie-Pierr Genest, Pl. Fin., B.A.A.
Conseillère en sécurité financière
 
Représentante en épargne collective
Services d’investissement Quadrus ltée
2828 boul. Laurier, Tour 1, 7e Étage 
Québec, Qc, G1V 0B9
Cellulaire : (418) 931-3848
Tel : 418 476-5864 poste 102
Telec : 418 476-5869
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.   Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 30 décembre 2025 09:32
À : Marie-Pierr Genest <marie-pierr@gflabbe.com>
Objet : RE: Code d'erreur Tan || 24719853

Bonjour Marie-Pierr, 

Merci d'avoir contacté le support Workspace. Nous voulons juste confirmer : vous ne recevez plus le code d'erreur TAN ? 

Vous avez pu soumettre la demande avec succès, mais maintenant il y a un problème avec les liens ? 

Si c'est le cas, il vous suffit de ressaisir la demande, d'entrer exactement les mêmes adresses e-mail et cela générera et enverra à nouveau les liens. 

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Marie-Pierr Genest <marie-pierr@gflabbe.com> 
Sent: December 29, 2025 11:14 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Code d'erreur Tan || 24719853

Bonjour, Je ne suis toujours pas en mesure de soumettre cette proposition et j’ai reçu ce message : Bonjour, Guylaine Blais n'a pas été en mesure de passer la proposition en revue et de la signer en ligne. Le lien qui a été envoyé ne fonctionne

Bonjour, 

Je ne suis toujours pas en mesure de soumettre cette proposition et j’ai reçu ce message : 

Bonjour, 
Guylaine Blais n'a pas été en mesure de passer la proposition en revue et de la signer en ligne. Le lien qui a été envoyé ne fonctionne plus. Pour envoyer un nouveau lien :
•	Ouvrez la proposition dans SimplementProtégé
•	Modifiez l'adresse courriel sous le nom du signataire
•	Indiquez l'adresse courriel du signataire et appuyez sur Envoyer
Pourtant, les signatures ont bien été complétées. 
Est-ce possible de me faire un suivi? 

Merci.

 
 
Marie-Pierr Genest, Pl. Fin., B.A.A.
Conseillère en sécurité financière
 
Représentante en épargne collective
Services d’investissement Quadrus ltée
2828 boul. Laurier, Tour 1, 7e Étage 
Québec, Qc, G1V 0B9
Cellulaire : (418) 931-3848
Tel : 418 476-5864 poste 102
Telec : 418 476-5869
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu.   Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 22 décembre 2025 15:13
À : Marie-Pierr Genest <marie-pierr@gflabbe.com>
Objet : Code d'erreur Tan || 24719853

Bonjour Marie-Pierr, 

Merci d'avoir contacté le support Workspace. Avant que nous puissions transférer votre demande à notre équipe de support de deuxième niveau, pouvez-vous confirmer pour quel type de produit cette demande concernait ? Produit à échéance, produit par terme, produit à termes importants ?
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-02-04T19:57:07.000+0000,False,False,005OH00000BFQFGYA5,2025-12-22T20:07:24.000+0000,005OH00000BFQFGYA5,2026-02-04T19:57:07.000+0000,005OH00000BFQFGYA5,2026-02-04T19:57:07.000+0000,(418)476-5864X102,(418) 931-3848,marie-pierr@gflabbe.com,(418)476-5869,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEEhkYAG,False,,24718433,0030A00000BLFloQAH,0010A00000BvgnpQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T19:43:46.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T19:43:46.000+0000,005OH000003ds0PYAQ,2025-12-22T19:43:47.000+0000,005OH000003ds0PYAQ,2025-12-22T19:43:47.000+0000,(613)885-0377,,tylereames@outlook.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEFPbYAO,False,,24720833,0030A0000029bqKQAQ,0010A000002w0h6QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:23:17.000+0000,False,False,0050A000000XQhmQAG,2025-12-22T20:23:17.000+0000,0050A000000XQhmQAG,2025-12-22T20:23:17.000+0000,0050A000000XQhmQAG,2025-12-22T20:23:17.000+0000,(506)642-8160,(506) 647-9797,rsbryant@nbnet.nb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000XQhmQAG,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEFvWYAW,False,,24718732,003OH00000JynSsYAJ,001OH00000OQ6KFYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T19:48:07.000+0000,False,False,005OH00000BTQdVYAX,2025-12-22T19:48:07.000+0000,005OH00000BTQdVYAX,2025-12-22T19:48:07.000+0000,005OH00000BTQdVYAX,2025-12-22T19:48:07.000+0000,(418)933-8548,,cchevarielizotte@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BTQdVYAX,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEGx8YAG,False,,24722761,003G0000018f7JjIAI,0010A000002wPOzQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Data Extract,Medium,"**DDS** 2026-01-13 
No support paths to modify the appearance of CRM data extracts in Excel. 
=======
**DDS** 12/22/2025

•	Reason for call: CRM Data extract not easily readable in excel
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: Logmein
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Assist line
==============================
Bonjour Alain,

Je m'excuse de ne pas vous avoir répondu plus tôt.

Après de nombreuses vérifications avec nos équipes de support, il n'existe malheureusement aucun moyen proposé par Canada Life pour modifier l'apparence des extractions de données dans Excel.

Nous vous invitons à contacter directement Microsoft pour obtenir un support supplémentaire sur la manipulation des données et la facilité de visualisation dans Excel.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: alain pierre-charles <alainpierrecharles@APCPLANFIN.COM> 
Sent: January 12, 2026 5:12 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] URGENTRE: Extraction de données || 24722761
Importance: High

C’est juste pour avoir une assistance afin de mettre des filtre comme indiquer dans le guide. Alain Pierre-Charles. PL. FIN. APC PLANFIN Représentant Autonome Conseiller en Sécurité Financière et en Assurance Collective Représentant en investissement
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
C’est juste pour avoir une assistance afin de mettre des filtre comme indiquer dans le guide. 

Alain Pierre-Charles. PL. FIN.
APC PLANFIN
Représentant Autonome
Conseiller en Sécurité Financière et en Assurance Collective
Représentant en investissement (Service D’investissement Quadrus Itée)
Service de Planification Financière
TÉLÉPHONE: 514-984-5870
COURRIEL : alainpierrecharles@apcplanfin.com
 
 
De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 22 décembre 2025 16:22
À : alain pierre-charles <alainpierrecharles@APCPLANFIN.COM>
Objet : Extraction de données || 24722761

Bonjour Alain,

Merci d'avoir contacté le support Workspace. Nous avons transmis votre problème à notre équipe de support de deuxième niveau concernant l'extraction des données CRM qui ne s'affiche pas comme indiqué dans le guide.

Je resterai en contact avec vous dès que j'aurai une réponse.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-13T14:29:31.000+0000,False,False,005OH00000BFQFGYA5,2025-12-22T20:56:37.000+0000,005OH00000BFQFGYA5,2026-01-13T14:29:31.000+0000,005OH00000BFQFGYA5,2026-01-13T14:29:31.000+0000,(514)984-5870,(514) 984-5870,alainpierrecharles@apcplanfin.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEHEXYA4,False,,24719249,0031600002G4XqPAAV,0010A000002wNEnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client shows up in IC but not Workspace,Medium,"***DDS Dec.22/2025***
User says the client shows up in the IC but not on Workspace. Responded to the user and asked them to provide a policy number to further investigate this issue. User provided the policy numbers 755536440 / 755434604 after investigating further I could not pull up these policies on Co-Pilot. Responded to the user and asked if these policies were funded, and if so how recently to further investigate this properly. * user confirmed the policies were not yet funded, advised the user the policies will appear in Workspace once funded after 2-4 business days.


*****Email*****
Hello Karen,

The policies will appear in Workspace when they're funded; Please be advised once they have been funded it may still take 2-4 business days for them to appear in Workspace.

If you have additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Karen McCarrol <karen.mccarrol@lazarwealth.com> 
Sent: December 23, 2025 11:29 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Jennifer Gutenberg client - shows up on IC but not on Workspace? - Case - 24719249

They are not yet. Karen McCarrol Investment & Insurance Advisor 203 - 8920 Woodbine Ave. Markham. Ont. L3R 9W9 Ph: 905-480-0344, Toll Free: 1-866-742-1824 Fax: 905-480-0328 Cell: 416 592 0194 karen. mccarrol@ lazarwealth. com ""The Best
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
They are not yet.

 

Karen McCarrol
Investment & Insurance Advisor
203 - 8920 Woodbine Ave. Markham. Ont. L3R 9W9
Ph: 905-480-0344,  Toll Free: 1-866-742-1824
Fax: 905-480-0328
Cell: 416 592 0194
karen.mccarrol@lazarwealth.com
 
""The Best Compliment You Can Give Me Is The Referral of Your Friends and Family!""
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Tuesday, December 23, 2025 12:50:18 PM
To: Karen McCarrol <karen.mccarrol@lazarwealth.com>
Subject: RE: Jennifer Gutenberg client - shows up on IC but not on Workspace? - Case - 24719249 
 
Hello Karen,
 
Thank you for providing those policy numbers. Can you confirm if these policies are funded and if so, how recently?
 
Thanks.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Karen McCarrol <karen.mccarrol@lazarwealth.com> 
Sent: December 22, 2025 1:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Jennifer Gutenberg client - shows up on IC but not on Workspace? - Case - 24719249
 
There are 2. 755536440 755434604 From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: Monday, December 22, 2025 3: 01 PM To: Karen McCarrol <karen. mccarrol@ lazarwealth. com> Subject: RE: Jennifer Gutenberg client - shows
There are 2. 
755536440
755434604
 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: Monday, December 22, 2025 3:01 PM
To: Karen McCarrol <karen.mccarrol@lazarwealth.com>
Subject: RE: Jennifer Gutenberg client - shows up on IC but not on Workspace? - Case - 24719249
 
Hello Karen,
 
Thanks for contacting the Workspace Support team regarding the client showing in the Investment Centre but not on Workspace.
 
Can you please provide me with client’s policy number so I can investigate this further?
 
Thanks.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Karen McCarrol <karen.mccarrol@lazarwealth.com> 
Sent: December 20, 2025 3:56 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Jennifer Gutenberg client - shows up on IC but not on Workspace? - Case - 24719249
Importance: High
 
Karen McCarrol Insurance advisor Investment Representative Quadrus investments services, ltd. 203 - 8920 Woodbine Ave. Markham, ON L3R 9W9 Ph: 905-480-0344 TF: 1-866-742-1824 M: 416 592 0194 Fx: 905-480-0328 ""The Best Compliment You Can
 
 
 
 
Karen McCarrol
INSURANCE ADVISOR
 
 
 INVESTMENT REPRESENTATIVE
QUADRUS INVESTMENTS SERVICES, LTD.
 
203 - 8920 Woodbine Ave. Markham, ON  L3R 9W9
Ph: 905-480-0344   TF: 1-866-742-1824
M: 416 592 0194    Fx: 905-480-0328
 
""The Best Compliment You Can Give Me Is The Referral of Your Friends and Family!""
 
If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-23T18:43:27.000+0000,False,False,005OH00000BFQFBYA5,2025-12-22T19:56:47.000+0000,005OH00000BFQFBYA5,2025-12-23T18:44:16.000+0000,005OH00000BFQFBYA5,2025-12-23T18:44:16.000+0000,(905)480-0344,(416) 592-0194,karen.mccarrol@lazarwealth.com,(905)480-0328,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEIoZYAW,False,,24720612,003G0000018f7drIAA,0010A000002wPkNQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,clients address not reflecting on Workspace,Medium,"***DDS Dec.22/2025***
User says the address for the clients policy 3620034-0, does not populate when summaries are printed. Logged in as the user and investigated further and the policy does not show the clients address under the product details page but they do show on the clients detail page. Followed KB0021253 & advised the user is this a known issue as the policies exist in a legacy mainframe. This gap will be resolved when the policies are migrated to a new mainframe and there is no current ETA but to reach out to ASC or the support chat to confirm HO as the correct address on file.
*Received an update from L2 and responded to the user accordingly.

REF KB: KB0021253 

*****Email*****

Hello Jeannette,

I investigated this matter further and can confirm this a known issue as the policies exist in a legacy mainframe. This gap will be resolved when the policies are migrated to a new mainframe and there is no current ETA. In the interim, if you need to confirm the address on file with Head Office , please reach out to the Advisor Service Centre at 1-888-252-1847 or Advisor Support Chat in Workspace. 

Take care.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 22, 2025 1:28 PM
To: Massicotte, Jeannette <jeannette@fdgteam.com>
Subject: RE: 3620034-0 - Client address not reflecting on Workspace - FW: Canda Life - Duplicate Notice - Case - 24720612

Hello Jeannette, 

Thanks for contacting the Workspace Support team regarding the client’s address not populating in the Workspace summary.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Jeannette Massicotte <jeannette@fdgteam.com> 
Sent: December 22, 2025 10:10 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] 3620034-0 - Client address not reflecting on Workspace - FW: Canda Life - Duplicate Notice - Case - 24720612

Good morning, The client address reflects Unknown address on the Workspace summary – please correct this. Thank you, Jeannette From: LL INS - Call Centre <LLINSCallCentre@ canadalife. com> Sent: December 22, 2025 9: 34 AM To: Jeannette
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning, 

The client address reflects Unknown address on the Workspace summary – please correct this. 

Thank you, 
Jeannette 

From: LL INS - Call Centre <LLINSCallCentre@canadalife.com> 
Sent: December 22, 2025 9:34 AM
To: Jeannette Massicotte <jeannette@fdgteam.com>
Subject: Canda Life - Duplicate Notice

	You don't often get email from llinscallcentre@canadalife.com. Learn why this is important 

**This email is being sent from a general delivery mailbox.  Please do not reply to this email – Replies are not monitored. If further clarification is required, please contact the Client Service Centre at 1-888-252-1847.**
 
 
Please find attached the duplicate notice as requested.
 
 
 
 
LL62646
Client Service Representative, [Wealth/Insurance]
Client Service Centre, Individual Customer T-376
Canada Life Assurance Company
 
This email is being sent from a general delivery mailbox. Replies are not monitored. To Reach our Client Service Centre, please call 1-888-252-1847.
 
Wealth: Looking for quick access to info about your investments, savings and insurance products? 
Register for My Canada LifeTM today to find everything in one convenient place!]
 
  
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-22T20:19:34.000+0000,False,False,005OH00000BFQFBYA5,2025-12-22T20:19:34.000+0000,005OH00000BFQFBYA5,2025-12-22T21:13:55.000+0000,005OH00000BFQFBYA5,2025-12-22T21:13:55.000+0000,(780)465-5201,(780) 497-1036,marie@fdgteam.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEJ6fYAG,False,,24722437,0035o000004BpgmAAC,0015o000004ljFYAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:50:17.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T20:50:17.000+0000,005OH000003ds0PYAQ,2025-12-22T20:50:18.000+0000,005OH000003ds0PYAQ,2025-12-22T20:50:18.000+0000,(519)821-5853,,rk.white@ipcc.org,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEKQaYAO,False,,24720976,003OH00000ZLYvVYAX,001OH00000jLHCBYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration - INC1945836,Medium,"*** DDS 23DEC2025 ***
correction made by DAS, advised user they should be able to complete registration and to call if there are further issues

*** DDS 22DEC2025 ***
INC1945836 submitted (confirmed entering correct comp code, copied and pasted from Apexa)
********************DDS***************** 12/22/2025
User having issues with registration during step 2 of putting in their advisor code. The system was not accepting their code. 


ref: KB0020538

-------------------------------EMAIL:
Hello Jaclyn,

We have heard back from our Digital Hub team, they have made a correction to your account, and you should now be able to move forward with your Workspace account registration. Please make sure there are no spaces before or after you enter your agent code. If you run into any further issues with completing your account registration, please give us a call at the number below so we can assist further. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello Jaclyn,

Thank you for contacting Workspace support regarding ERR-W1519 when completing your Workspace account registration. It was a pleasure speaking with you! We have escalated the issue to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T20:40:17.000+0000,False,False,005OH000006wv2TYAQ,2025-12-22T20:25:49.000+0000,005OH00000BFQFHYA5,2025-12-23T18:34:06.000+0000,005OH000006wv2TYAQ,2025-12-23T18:34:06.000+0000,(604)220-5719,,jaclyn.carmichael@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iELEXYA4,False,,24719379,003G0000018f6rJIAQ,0010A000002wOt3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre report issue,Medium,"*** DDS Dec 22nd, 2025 ***
User cannot print reports. Followed KB0023788 and clearing cache and cookies worked to solve issue.
=================
Good afternoon Steve,

It was a pleasure speaking with you today to help you print reports from Investment Centre.

During our call I helped you clear cache and cookies to enable you to print reports. In the end it worked at solving the issue.

I’m glad I was able to assist you today. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-22T20:10:03.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T19:59:07.000+0000,005OH00000AbJ7aYAF,2025-12-22T20:10:03.000+0000,005OH00000AbJ7aYAF,2025-12-22T20:10:03.000+0000,(416)901-3217,(416) 826-5071,steve@sferofinancialgroup.com,(416)901-3462,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iELFIYA4,False,,24722145,003G0000018f7UNIAY,0010A000002wPakQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,TPA form inquiry,Medium,"ASA is calling on behalf of their advisor for TPA access. They re advised to contact distribution methodology team.

Hello Iman,

Thank you for calling workspace support team.

In our today’s call, you had an inquiry related to the Third-party access form sent by your advisor and one of the codes was missed. Please send an email to distribution methodology team to get assistance on this.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T20:57:56.000+0000,False,False,005OH00000BFiyTYAT,2025-12-22T20:45:38.000+0000,005OH00000BFiyTYAT,2025-12-22T20:57:56.000+0000,005OH00000BFiyTYAT,2025-12-22T20:57:56.000+0000,(613) 782-1104,(613) 558-9101,dscrivens@scrivens.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEM2aYAG,False,,24722200,0030A0000029UoGQAU,0010A000002vuroQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,disconnecting/reconnecting the Authenticator,Medium,"***DDS Dec.22/2025***
Advisor's assistant called in to inquire about the Authenticator connected to the Advisor's account. She says she has no idea who would have had it connected initially and wanted to have it disconnected. Advised the user to make that change we would need to speak to the Advisor directly and authenticate him before we are able to make that change to his account.",True,2025-12-22T20:54:15.000+0000,False,False,005OH00000BFQFBYA5,2025-12-22T20:46:27.000+0000,005OH00000BFQFBYA5,2025-12-22T20:54:49.000+0000,005OH00000BFQFBYA5,2025-12-22T20:54:49.000+0000,(613)634-7171,,longtin.financial@kingston.net,(613)634-8779,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEM4AYAW,False,,24721946,003G0000018f6jJIAQ,0010A000002wOjXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"dup request 

**EMAIL**

Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: ANNE CROCKER
Code: 27078

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to anne@loftwmg.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-22T20:42:13.000+0000,False,False,005OH0000071DK9YAM,2025-12-22T20:42:13.000+0000,005OH0000071DK9YAM,2025-12-22T20:42:13.000+0000,005OH0000071DK9YAM,2025-12-22T20:42:13.000+0000,(519)688-3450,(519) 983-0100,anne@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEMPAYA4,False,,24720476,0030A0000029j6QQAQ,0010A000002w6fNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace access-,Medium,"*********DDS******* 12/22/2025

User calling to verify who to reach out to for TPA forms and getting access to workspace.  DDS directed user to correct support.



***************email chain****************

Hello Sandy, 
     
 Thank you for calling Canada life workspace support, it was a pleasure assisting today. To get started with the registration for workspace, you will need to reach out to distribution_methodology@canadalife.com to submit your TPA forms and get registration letter. Once you have that, we can then proceed with the workspace registration. If you have any questions, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T20:29:47.000+0000,False,False,005OH00000BFQFHYA5,2025-12-22T20:17:25.000+0000,005OH00000BFQFHYA5,2025-12-22T20:29:47.000+0000,005OH00000BFQFHYA5,2025-12-22T20:29:47.000+0000,(604)892-0188,(604) 220-0657,mike.nasu@edwardjones.com,(604)892-0183,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEMfFYAW,False,,24719706,0030A0000029Y84QAE,0010A000002vxdwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0017316 - assisted advisor in registering to workspace successfully after unlocking the RepNet ID.
===================

Hi Tami,

Thank you for contacting the workspace support about registering to workspace.

We have confirmed that your user id/RepNet was locked, so we’ve unlocked it and reset your password successfully. We can also confirm that you were able to register and access workspace as of this time. Please give it 24 to 48 hours for all features to be working perfectly.

Thank you for your patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T21:08:18.000+0000,False,False,005OH00000BFPZHYA5,2025-12-22T20:04:55.000+0000,005OH00000BFPZHYA5,2025-12-22T21:15:47.000+0000,005OH00000BFPZHYA5,2025-12-22T21:15:47.000+0000,(780)232-5392,,tamir@excaliburplanning.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEN73YAG,False,,24721857,0030A0000029Yx7QAE,0010A000002vyIvQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:40:55.000+0000,False,False,005OH00000BfonJYAR,2025-12-22T20:40:55.000+0000,005OH00000BfonJYAR,2025-12-22T20:40:56.000+0000,005OH00000BfonJYAR,2025-12-22T20:40:56.000+0000,(250)287-2310,,darleneg@garatfinancial.com,(250)286-8840,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iENxwYAG,False,,24723750,0030A0000029UgAQAU,0010A000002vukqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked out of RepNet,Medium,"•	Reason for call: Locked out of Repnet, cannot access WS
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Reset iSAM password
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
=======================
Hello Keith, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access your Workspace account. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T21:15:49.000+0000,False,False,005OH00000BFQFGYA5,2025-12-22T21:15:49.000+0000,005OH00000BFQFGYA5,2025-12-22T21:18:33.000+0000,005OH00000BFQFGYA5,2025-12-22T21:18:33.000+0000,(403)202-2599,,valkk@telus.net,(403)202-2591,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEPjdYAG,False,,24722459,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not in Good Order Clarification,Medium,call ref # 05171726,True,2025-12-22T20:59:53.000+0000,False,False,005OH000006uYrkYAE,2025-12-22T20:50:45.000+0000,005OH000006uYrkYAE,2025-12-22T20:59:53.000+0000,005OH000006uYrkYAE,2025-12-22T20:59:53.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEQclYAG,False,,24721934,0030A0000029adkQAA,0010A000002vzjWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:42:00.000+0000,False,False,005OH00000BfonJYAR,2025-12-22T20:42:00.000+0000,005OH00000BfonJYAR,2025-12-22T20:42:01.000+0000,005OH00000BfonJYAR,2025-12-22T20:42:01.000+0000,(604)467-5211,(778) 242-2334,kathy.blom@ipcsecurities.com,(604)467-8985,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEQzSYAW,False,,24724454,0030A000006qSEtQAM,0010A000007fjRLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Update Contact Information,Medium,"***WRS Email Chain*** 2025-12-22
Bonjour Johany,

Merci pour votre réponse. Vous n’avez rien d’autre à faire pour accélérer cette demande. Notez que la vitesse de réponse de l’équipe de contrats et compensations est possiblement ralenti car nous approchons la fin de l’année.

@Contracts & Compensation Pouvez-vous changer l’adresse courriel du conseiller Johany Doucet à johany.doucet@cfrd.ca?

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Justin 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  




From: Johany Doucet <johany.doucet@cfrd.ca> 
Sent: December 16, 2025 11:53 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Subject: [EXT] Re: Demande d'une liste en vigueur - Cas 24570681

Bonjour, Pas de soucis, est-ce que je dois faire quelque chose de mon côté pour accélérer le dossier ? Merci, bonne journée! -- Johany Doucet, B. A. A. , C. A. A. S. Conseillère en sécurité financière Conseillère en assurance et rentes collectives
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour,
 
Pas de soucis, est-ce que je dois faire quelque chose de mon côté pour accélérer le dossier ?
 
Merci, bonne journée!
-- 
Johany Doucet, B.A.A., C.A.A.S.
Conseillère en sécurité financière
Conseillère en assurance et rentes collectives
Représentante en épargne collective*	  
Services financiers Johany Doucet inc. | cabinet de services financiers
1332, chemin des Anglais
Terrebonne (Québec) J6X 4G3
T : 450 964-6464 poste 5223
S.F. : 1 800 361-7423
F : 450 964-6463
Facebook | LinkedIn | www.sfl.ca

 
Partenaire de Desjardins
DesjardinsMD ainsi que les marques associées sont des marques de commerce propriété de la Fédération des caisses Desjardins du Québec employées sous licence.
SFL Gestion de patrimoine — Partenaire de Desjardins désigne Desjardins Sécurité financière, compagnie d’assurance vie.
SFL Placements est un nom d’affaires de Desjardins Sécurité financière Investissements Inc., un cabinet de services financiers.
 
 
 
----------Message original---------- 
De : BusinessReporting<BusinessReporting@canadalife.com>
À : Johany Doucet<johany.doucet@cfrd.ca>
Cc : Contracts & Compensation<Contracts&Compensation@canadalife.com>
Date/Heure : 2025-12-16 11:49:25
Sujet : Demande d'une liste en vigueur - Cas 24570681
 	Vous n’obtenez pas souvent d’e-mail à partir de businessreporting@canadalife.com. Pourquoi c’est important
 
Bonjour Johany,
 
Notre équipe a reçu votre demande pour une liste de clients pour vous. En vérifiant votre accès sur nos systèmes, nous avons vu que votre courriel n’est pas à jour dans nos dossiers.
 
À cause de nos mesures de sécurité, notre équipe ne peut pas envoyer des listes à des courriels qui ne sont pas listés sous votre nom.  
 
J’ai ajouté l’équipe de contrats et compensation sur ce courriel. Je voudrais leur demander de mettre à jour votre courriel dans nos systèmes. S’ils ont besoin de l’information additionnelle, ils vous laisseront savoir.
 
Après que votre courriel correspond sur nos dossiers, nous allons pouvoir vous envoyer les listes de polices que nous pourrons trouver.
 
Notez que notre équipe n’a pas de listes des clients pour des entreprises dans nos dossiers.
 
 Merci pour votre compréhension. Nous serons à l’attente de la mise à jour.
 
L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Merci,
Wilfredy
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus",True,2025-12-22T21:30:07.000+0000,False,False,005OH00000AX0rVYAT,2025-12-22T21:30:07.000+0000,005OH00000AX0rVYAT,2025-12-22T21:30:07.000+0000,005OH00000AX0rVYAT,2025-12-22T21:30:07.000+0000,(450)964-6464X223,,johany.doucet@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iER3qYAG,False,,24720953,0030A0000029k2mQAA,0010A000002w7RSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"Advisor does not know how to sign in to workspace. Assisted advisor in logging to workspace accordingly by making sure that correct email is used, reset password and initial set up of the MFA is done.
=========================

Hi Jacqueline,

Thank you for contacting the workspace support about logging in to workspace.

We have identified that you’ve already registered to workspace and we have guided you on how to login accordingly to your workspace. We have reset your password and confirmed that you were able to access your workspace this time.

Appreciate your patience and time in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-22T20:46:59.000+0000,False,False,005OH00000BFPZHYA5,2025-12-22T20:25:32.000+0000,005OH00000BFPZHYA5,2025-12-22T21:25:17.000+0000,005OH00000BFPZHYA5,2025-12-22T21:25:17.000+0000,(604)279-2378,,jackielau@jackielau.com,(604)926-9663,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iESfpYAG,False,,24721133,0031600002SyyTgAAJ,0010A000002wNw7QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Delegate is unable to find 2 policies in Web Illustrator,Medium,"Issue: Delegate is unable to find 2 policies in Web Illustrator
Advisor or Support Staff:
Email: kkerr@millarprivate.ca
KBA used: KB0021167 
Findings: delegate is not added in the advisor's manage delegate settings
Troubleshooting steps involved: reviewed KBAs, checked active delegation for delegate
=====================emails======================
Hi Kathy, 

Thank you for contacting Workspace Support for your issue with creating in-force illustrations for the two policies issued after January 1, 2017.

To proceed, you will need to ask your advisor Brendan to grant you delegation in their Workspace (Direct) account. Once Brendan grants you delegate access in Workspace, this permission will automatically carry over to the Web Illustrator, allowing you to create and manage in-force illustrations for these policies.

You will find below the procedure Brendan can use to grant you delegation in their Workspace Direct account:

Setting Up A Delegation 
 
•	Click your name in Workspace in the top right corner, click ”My Settings”:
 
 
 
•	Under the ""Manage Delegates"" tab, select the ""Add Delegates"" button on the right side: 
 
 
 
•	Enter the email address of the person you want to add as a delegate, then select All or some clients you want to provide access to and finally choose whether you want to provide a View Only or Editor type of access to the delegate of your Book of Business:  
 
 
Please mention to the advisor that if you need to edit client details, they will need to give you an ""Editor"" Delegation. 
 
Please let us know if there is anything further, we can assist you with. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Inforce Par Illustrations <InforceParIllustrations@canadalife.com> 
Sent: Friday, December 19, 2025 3:04 PM
To: Kathy Kerr <KKerr@millarprivate.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Brendan Bell <BBell@millarprivate.ca>
Subject: RE: Policy Nos. B772807-5, E247800P & E247788P - 6274064 Canada Inc.

Hi Kathy,. 

I am happy to provide the requested illustrations today. As mentioned, this mailbox no longer provides illustrations for participating life insurance policies issued after Jan. 1, 2017.  I have attached a short video to support you to run policies E247800P & E247788P.

Did you know that with Canada Life Illustrations, you can generate insurance illustrations in minutes? Canada Life’s web-based insurance illustrations tool is easy to use and access anytime, anywhere.  

Watch this short video to see how to create in-force par illustrations. 

more training and support resources.  

I’ve attached the requested illustrations for B772807-5. We are no longer providing illustrations that offices can produce themselves. Please be advised that there is no special handling that would prevent your office from running this policy illustration in Product Illustrations. Please reach out to @Workspace Support and reference KB0021168 if there are issues using PI and KB0022001 if there are issues with delegate access in PI.

@Workspace Support please assist Kathy and Brendan with access to both WorkSpace and Product Illustrations as these policies should be available to them.

These quotes/illustrations and all values represented are for information only and not an estimate or prediction of future performance.  Actual values may be higher or lower than those indicated. 

*Please note we have a standard 5-10 day turnaround time for all requests. If you require something by a particular date or time, please indicate this in the subject line and we will do our best to accommodate the request.

Thank you
Katie Wood
Inforce Par Illustrations

 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la presente communication, y compris tout fichier joint, est confidentiel et peut etre privilegie. Si vous n'etes pas le destinataire (ou si vous ne recevez pas la presente communication au nom du destinataire vise), veuillez en aviser immediatement l'expediteur et supprimer ou detruire le present message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.  noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilite pour ce qui est de la perte ou des dommages causes par la presence d'un virus.


From: Kathy Kerr <KKerr@millarprivate.ca> 
Sent: December 19, 2025 10:21 AM
To: Inforce Par Illustrations <InforceParIllustrations@canadalife.com>; Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com>
Cc: Brendan Bell <BBell@millarprivate.ca>
Subject: [EXT] RE: Policy Nos. B772807-5, E247800P & E247788P - 6274064 Canada Inc.

Good morning, Thank you for the attached illustrations. Would you kindly also provide illustrations that show the earliest offset? I do not have access to these clients on Workspace, so I am unable to run the illustrations. Again, thank you
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning,

Thank you for the attached illustrations.  Would you kindly also provide illustrations that show the earliest offset?  I do not have access to these clients on Workspace, so I am unable to run the illustrations.

Again, thank you for your help with these illustrations.

Regards,

	Kathy Kerr, FLMI 
Insurance Administrator 
O: 613-727-1235 | D: 613-416-7854



This email may be privileged and/or confidential.  Any distribution, use or copying of this email or the information it contains other than by the intended recipient is forbidden.  If you are not the intended recipient, please advise the sender (by return email or otherwise) immediately and delete this email. If you no longer wish to receive emails from Millar Private Insurance, please unsubscribe here.


From: Inforce Par Illustrations <InforceParIllustrations@canadalife.com> 
Sent: December 18, 2025 10:04 AM
To: Kathy Kerr <KKerr@millarprivate.ca>; Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com>
Cc: Brendan Bell <BBell@millarprivate.ca>
Subject: RE: Policy Nos. B772807-5, E247800P & E247788P - 6274064 Canada Inc.

Hi Kathy, this mailbox no longer provides illustrations for participating life insurance policies issued after Jan. 1, 2017.  I have attached a short video to support you to run policies E247800P & E247788P.

Did you know that with Canada Life Illustrations, you can generate insurance illustrations in minutes? Canada Life’s web-based insurance illustrations tool is easy to use and access anytime, anywhere.  

Watch this short video to see how to create in-force par illustrations. 

more training and support resources.  

I’ve attached the requested illustrations for B772807-5. We are no longer providing illustrations that offices can produce themselves. Please be advised that there is no special handling that would prevent your office from running this policy illustration in Product Illustrations. Please reach out to @Workspace Support and reference KB0021168 if there are issues using PI and KB0022001 if there are issues with delegate access in PI.

@Inforce Life Client Service-London please provide Kathy with an immediate PV quote for one year, as below.

These quotes/illustrations and all values represented are for information only and not an estimate or prediction of future performance.  Actual values may be higher or lower than those indicated. 

*Please note we have a standard 5-10 day turnaround time for all requests. If you require something by a particular date or time, please indicate this in the subject line and we will do our best to accommodate the request.

Thanks
Katie Wood
Inforce Par Illustrations

 
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.  Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la presente communication, y compris tout fichier joint, est confidentiel et peut etre privilegie. Si vous n'etes pas le destinataire (ou si vous ne recevez pas la presente communication au nom du destinataire vise), veuillez en aviser immediatement l'expediteur et supprimer ou detruire le present message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci.  noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilite pour ce qui est de la perte ou des dommages causes par la presence d'un virus.


From: Kathy Kerr <KKerr@millarprivate.ca> 
Sent: December 11, 2025 12:24 PM
To: Inforce Par Illustrations <InforceParIllustrations@canadalife.com>
Cc: Brendan Bell <BBell@millarprivate.ca>
Subject: [EXT] Policy Nos. B772807-5, E247800P & E247788P - 6274064 Canada Inc.

Good afternoon, We would like to request inforce illustrations for the above-noted policies. Also, would you kindly advise if there is an option of skipping a deposit for a year and then resuming the following year? Thank you for your assistance

Good afternoon,

We would like to request inforce illustrations for the above-noted policies.  

Also, would you kindly advise if there is an option of skipping a deposit for a year and then resuming the following year?

Thank you for your assistance with this request.

Regards,

	Kathy Kerr, FLMI 
For Advisor: Brendan Bell, Codes: 34526 & F6822
Insurance Administrator 
O: 613-727-1235 | D: 613-416-7854



This email may be privileged and/or confidential.  Any distribution, use or copying of this email or the information it contains other than by the intended recipient is forbidden.  If you are not the intended recipient, please advise the sender (by return email or otherwise) immediately and delete this email. If you no longer wish to receive emails from Millar Private Insurance, please unsubscribe here.",True,2025-12-22T20:28:21.000+0000,False,False,0055o000001zVCKAA2,2025-12-22T20:28:21.000+0000,0055o000001zVCKAA2,2025-12-22T20:28:33.000+0000,0055o000001zVCKAA2,2025-12-22T20:28:33.000+0000,(613)727-1235,(613) 854-9009,bbell@millarcorp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iESmIYAW,False,,24724142,0030A0000029bpzQAA,0010A000002w0glQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect,Medium,"**************DDS************* 12/22/2025
User called in requesting to update MFA
DDS authenticated user and assisted with setting up a new connection


ref: KB0021888

***********EMAIL CHAIN*********
Hello Alexandra, 

       Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you disconnect and reconnect your MFA to ensure account security. You can reach out to Tracy.Aphayvong@canadalife.com to update your address on file. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T21:36:00.000+0000,False,False,005OH00000BFQFHYA5,2025-12-22T21:23:20.000+0000,005OH00000BFQFHYA5,2025-12-22T21:40:59.000+0000,005OH00000BFQFHYA5,2025-12-22T21:40:59.000+0000,(778)486-9948X1,(250) 858-5554,alyx@appleadayfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iET7GYAW,False,,24721993,0030A0000029on1QAA,0010A000002wBO1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:43:02.000+0000,False,False,005OH000004Ir1xYAC,2025-12-22T20:43:02.000+0000,005OH000004Ir1xYAC,2025-12-22T20:43:02.000+0000,005OH000004Ir1xYAC,2025-12-22T20:43:02.000+0000,(403)343-7030,,leon.cooper@ig.ca,(403)341-5450,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEU3MYAW,False,,24722015,0030A0000029UiPQAU,0010A000002vumlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needed guidance on how insurance riders are displayed in Workspace,Medium,"Issue: User needed guidance on how insurance riders are displayed in Workspace
Advisor or Support Staff: Advisor
Email: ins.ozawa@gmail.com
KBA used: n/a
Findings: term riders are available under the Coverages tab in Workspace
Troubleshooting steps involved: n/a
=======================emails============================
Hi Yuki, 

Thank you for contacting Workspace Support regarding your question on the availability of term riders in Workspace. 

You will be able to find active insurance policy term riders in Workspace under the Coverages tab : 

 

You will be able to see insurance policy riders under a separate entry on the page when you click on this tab. 

Don’t hesitate to communicate with us should you have any additional questions. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Li, Wenxia <Wenjia.Li@canadalife.com> 
Sent: Friday, December 19, 2025 5:47 PM
To: ins.ozawa <ins.ozawa@gmail.com>; CANINDSERV <CANINDSERV@canadalife.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Standard protocol for term rider renewal Term riders on WL/UL policies

Thanks Yuki!! Same to you 😊

Hello team @CANINDSERV, could you please share the standard protocol for the term riders on Par and UL policies. How do we connect with the client, the advisor, does it show in Workspace and etc for client and advisor experience? 

Happy holidays!!
Wenjia 


From: Yuki Ozawa <ins.ozawa@gmail.com> 
Sent: December 18, 2025 1:08 PM
To: Li, Wenxia <Wenjia.Li@canadalife.com>
Subject: Re: [EXT] Term riders on WL/UL policies

Hi Wenjia, Thank you. No specific policies but I just wanted to know the CL standard protocol for term rider renewal. I guess just renewal reminder. Anyways we, advisor should remind them as well, so it should be ok. Wish you a wonderful holiday
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ZjQcmQRYFpfptBannerEnd
Hi Wenjia,

Thank you.
No specific policies but I just wanted to know the CL standard protocol for term rider renewal. I guess just renewal reminder.
Anyways we, advisor should remind them as well, so it should be ok.
Wish you a wonderful holiday season!

On Thu, Dec 18, 2025 at 11:41 AM Li, Wenxia <Wenjia.Li@canadalife.com> wrote:
Happy holidays Yuki! That would be a good saving for the clients before end of Dec this year! 😊 
 
I think if the client register for my Canada Life client portal is the best, so they can review whenever they want to? Is there a specific policy number, have you tried our live chat service? Let me know if you have any feedback. I’ve include all the resources below. 
 
Live Chat on Workspace with this link  Support .
Call our toll-free at 1-888-252-1847 or from outside Canada at 416-597-6981, Monday to Friday, 8 a.m. to 8 p.m. ET. 
Email communication (5~7 business days)
Client Services at canindserv@canadalife.com  for life insurance; and  livingbenefitsclientservice@canadalife.com for living benefits 
Advisors with access to Workspace  are encouraged to use it for submitting documents.  Clients can use My Canada Life to view insurance and investment details and make certain updates. 
 
 
 
From: Yuki Ozawa <ins.ozawa@gmail.com> 
Sent: December 18, 2025 10:11 AM
To: Li, Wenxia <Wenjia.Li@canadalife.com>
Subject: [EXT] Term riders on WL/UL policies
 
Hi Wenjia, I hope you are doing well and ready for the holidays! I am hoping I would be able to submit another Life/CI application before the promo ends. Anyways I have a general and no rush question I wanted to ask. For term riders on WL or
Hi Wenjia,
 
I hope you are doing well and ready for the holidays!
I am hoping I would be able to submit another Life/CI application before the promo ends.
 
Anyways I have a general and no rush question I wanted to ask.
For term riders on WL or UL, they are set to auto-renew unless termination is requested.
If due to some reasons clients do not terminate, I believe auto increase in premium for monthly, and increase amount to be billed for Annual.
I am pretty sure the reminding letter should be mailed, but other than that is there any fool proof for clients not to miss the termination?
Please advise.
 
-- 
Yuki Ozawa,  Insurance Advisor,
 
CAIB
Cell&Text 778-919-9933
Fax: 604-331-1042 
Specialist for Life/Critical Illness/Disability/Home/Auto/Investments
This e-mail (including any attachments) is confidential and may contain proprietary information of Yuki Ozawa. It may be privileged or otherwise protected from disclosure.
If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.



-- 
Yuki Ozawa,  Insurance Advisor,
 
CAIB
Cell&Text 778-919-9933
Fax: 604-331-1042 
Specialist for Life/Critical Illness/Disability/Home/Auto/Investments
This e-mail (including any attachments) is confidential and may contain proprietary information of Yuki Ozawa. It may be privileged or otherwise protected from disclosure.
If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.",True,2025-12-22T20:43:24.000+0000,False,False,0055o000001zVCKAA2,2025-12-22T20:43:24.000+0000,0055o000001zVCKAA2,2025-12-22T20:44:35.000+0000,0055o000001zVCKAA2,2025-12-22T20:44:35.000+0000,(778)919-9933,,ins.ozawa@gmail.com,(604)278-0133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEUheYAG,False,,24722189,0030A0000029oehQAA,0010A000002wBGfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Authenticator Connect,Medium,"***DDS 2025-12-22***
User wanted to connect browser authenticator.
DDS assisted user in connecting browser authenticator.
 
================================================================================
****Email Chain**
Hello Zhifang,

It was a pleasure speaking to you earlier regarding your Authenticator issue. We’re happy we were able to assist you in connecting your Authenticator to your Workspace account.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T20:58:54.000+0000,False,False,005OH00000AX0rVYAT,2025-12-22T20:46:15.000+0000,005OH00000AX0rVYAT,2025-12-22T20:58:54.000+0000,005OH00000AX0rVYAT,2025-12-22T20:58:54.000+0000,(905)307-8999,(514) 708-4186,qiaoerni@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEVHCYA4,False,,24726907,003G0000018f72zIAA,0010A000002wP6JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T22:41:48.000+0000,False,False,005OH000002iJPDYA2,2025-12-22T22:41:48.000+0000,005OH000002iJPDYA2,2025-12-22T22:41:49.000+0000,005OH000002iJPDYA2,2025-12-22T22:41:49.000+0000,(604)375-5128,6043755128,serena.wen@serenawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEVx6YAG,False,,24722140,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM data validation,Medium,"*** DDS Dec 22nd, 2025 ***
User wanted to validate some data, copying them in a different folder, verifying files are there. Took a long time to do all of that. KB0022954   followed
============
Bonsoir  Lucie,

C’était un plaisir de vous parler aujourd’hui pour vous aider à valider l’extraction de données CRM.

Durant notre appel, je vous ai aidé à copier tous les fichiers dan un même dossier « Workspace CRM » qui comprend 1174 fichiers au final. Le document excel avec la liste des fichiers nous indique aussi un total de 1174 et nous avons pu trouver des fichiers de Mario Lalonde par exemple qui semblaient manquants.

J’ai aussi confirmé que les adresses qui apparaissent sous l’Espace Affaire comme « Adresse de police » ne sont pas les mêmes que « Adresse de contacte » qui apparaissent dans le fichier sur les données des contacts.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous vous aiderons avec plaisir.

C’était un plaisir de vous aider aujourd’hui pour la validation de données CRM. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-22T22:05:16.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-22T20:45:33.000+0000,005OH00000AbJ7aYAF,2025-12-22T22:05:17.000+0000,005OH00000AbJ7aYAF,2025-12-22T22:05:17.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEWWdYAO,False,,24725370,0030A000004zKSjQAM,0010A000005kgWUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T21:52:04.000+0000,False,False,005OH000004Ir1xYAC,2025-12-22T21:52:04.000+0000,005OH000004Ir1xYAC,2025-12-22T21:52:04.000+0000,005OH000004Ir1xYAC,2025-12-22T21:52:04.000+0000,(403)452-3886,(403) 560-0841,tingtingwang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEWY9YAO,False,,24721842,003G0000018f6jJIAQ,0010A000002wOjXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,KYC Report Request,Medium,"report provided 

**EMAIL**

Hi Anne,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
FQJHXFX6SU

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Anne,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

I would love your feedback! Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Anne Crocker
Code: 27078

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to Anne@loftwmg.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-22T20:40:38.000+0000,False,False,005OH0000071DK9YAM,2025-12-22T20:40:38.000+0000,005OH0000071DK9YAM,2025-12-22T20:40:38.000+0000,005OH0000071DK9YAM,2025-12-22T20:40:38.000+0000,(519)688-3450,(519) 983-0100,anne@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEWa6YAG,False,,24723010,003G0000018f6fEIAQ,0010A000002wOdGQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Submit Documents Navigation,Medium,"NAME: CHRISTOPHER REANEY 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: LL10560
PHONE: +13362571011 
EMAIL: chris@chrisreaney.com 
 
ISSUE: 
User is trying to submit documents on workspace
Policies: B421250-3 

AUTHENTICATION (If Required):
 
 
FINDINGS:
They should have the option to do it through workspace 
 
TROUBLESHOOTING/RESOLUTION:
Connected with user through a logmein session 
Walked user through the submit documents process
User was able to successfully submit their documents

*** DDS DEC/23/2025 ***
User emailed to confirm that they had sent in the required documents. There was no inquiry from us at workspace support.
*****

EMAIL:

--------------------------------------***DDS DEC/23/2025***--------------------------
Hi Laura Ann, I sent a supplemental email to Tony and Inforcelifeclientservicelondon@canadalife.com in addition to the policy change; paid up addition surrender forms and the quote illustration created by Tony . I only did this so that there wouldn`t be an issue and the policy change can be done in good time.  
  If you require more information please call or email me
   
Merry Christmas
    Chris
Christopher Reaney B.A. Hons Econ. 
Financial Security Advisor
2672 Johannes St , Metcalfe
Ottawa, Ontario K0A 2P0
B.Cell: 613 978-5232 P.Cell: (613) 913-1115
chris@chrisreaney.com
 
From: Sousa, Tony <Tony.Sousa@canadalife.com>
Sent: Monday, December 22, 2025 6:33 PM
To: Chris Reaney <chris@chrisreaney.com>
Subject: Automatic reply: Policy B421250-3 change for Candace Reaney to eliminate loan 
 
Thank you for your email.
 
I am currently out of the office and will be returning on Monday January 5th. During this time, I won’t be checking emails. 
If your request is urgent, please contact Laura Ann Henry by phone at 519-485-5463 or by email at lauraann.henry@canadalife.com. For immediate assistance, you can also reach our Client Service Centre at 1-888-252-1847. 
 
For all other requests, I’ll respond to your message as soon as possible upon my return. 
 
--------------------------------------***DDS DEC/22/2025***--------------------------
Hello Chris,
Thank you for contacting Workspace for help with navigating how to submit documents.
On the call today, I was able to connect you with through a LogMeIn session and direct you through the option on submitting documents on Workspace. In the future, if you need to submit the documents, please search up the policy at the top right side of the page, select the client’s name that you are upload files for and then look for the ‘submit documents’ option at the top right section of the page where you can upload files and submit. 
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-22T21:37:55.000+0000,False,False,005OH00000BGf2TYAT,2025-12-22T21:01:36.000+0000,005OH00000BGf2TYAT,2025-12-23T15:28:24.000+0000,005OH00000BGf2TYAT,2025-12-23T15:28:24.000+0000,(613)978-5232,(613) 978-5232,chris@chrisreaney.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEY3hYAG,False,,24722181,0030A0000029Uk3QAE,0010A000002vunvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:46:10.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T20:46:10.000+0000,005OH000003ds0PYAQ,2025-12-22T20:46:11.000+0000,005OH000003ds0PYAQ,2025-12-22T20:46:11.000+0000,(705)669-1160,,robbie.jones@holliswealth.com,(705)669-1161,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEYGbYAO,False,,24722216,0030A000004cseEQAQ,0010A000005NnfeQAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:46:44.000+0000,False,False,005OH000004Ir1xYAC,2025-12-22T20:46:44.000+0000,005OH000004Ir1xYAC,2025-12-22T20:46:45.000+0000,005OH000004Ir1xYAC,2025-12-22T20:46:45.000+0000,(204)899-4889,(204) 899-4889,charles.feng920@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEYoTYAW,False,,24722320,0030A000004pxeIQAQ,0010A000005bYKAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:48:24.000+0000,False,False,005OH000004Ir1xYAC,2025-12-22T20:48:24.000+0000,005OH000004Ir1xYAC,2025-12-22T20:48:24.000+0000,005OH000004Ir1xYAC,2025-12-22T20:48:24.000+0000,(403)284-0494,,taylor.rice@igpwm.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEYq5YAG,False,,24722321,0030A000007VYUrQAO,0010A000008NRJgQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T20:48:24.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T20:48:24.000+0000,005OH000003ds0PYAQ,2025-12-22T20:48:24.000+0000,005OH000003ds0PYAQ,2025-12-22T20:48:24.000+0000,(647)972-6641,,vicky.mwilliams@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEZ7qYAG,False,,24722649,003G0000018f7G1IAI,0010A000002wPKoQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to Generate Reports,Medium,"***DDS SL Dec 22 2025***

Caller reported they are unable to generate reports in IC
Browser troubleshoot removed error 

===Email Chain===

Good afternoon Yasuyo, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today regarding the error you were facing when trying to generate reports in Investment Centre..  

We are very glad to have been able to assist you with removing this error and helping with resuming your ability to create reports.
If you have additional questions or require further support, please do not hesitate to let us know.

🔺If you could please spare 10 seconds and complete this survey, this will help me improve my ability to serve you in the future. All feedback is welcome and appreciated!

Thank you and have a wonderful day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T20:54:45.000+0000,False,False,005OH000001yNnaYAE,2025-12-22T20:54:45.000+0000,005OH000001yNnaYAE,2025-12-22T20:54:46.000+0000,005OH000001yNnaYAE,2025-12-22T20:54:46.000+0000,(604)715-7731,(604) 715-7731,yasuyo@ys-wealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEZO5YAO,False,,24726653,003G0000018f6SLIAY,0010A000002wOOgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,IC report issue,Medium,"***DDS Dec.22/2025***
User said he was experiencing an issue accessing reports in the IC. Did a logmein session and followed KB0023788. Cleared the user's cookies/cache data, closed the browser and reopened it and the user was able to gain access to the IC and generate reports with no issues. 

REF KB: KB0023788

*****Email*****

Hello Alan,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding the issue you were having with generating a report in the Investment Centre.

During our call, we were able to clear the cookies/cache data from your browser, and we then closed the browser and reopened it again. You were then able to get access to the investment centre and generate a report successfully.

If you have any other questions, or if the issue persists - please don’t hesitate to reach out to us and we will be happy to assist you!

I hope I was able to help you today. If you have a moment, we would love to hear your feedback. Please fill out this short survey and tell us how we did.

Have a great night!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T22:49:53.000+0000,False,False,005OH00000BFQFBYA5,2025-12-22T22:32:05.000+0000,005OH00000BFQFBYA5,2025-12-22T22:49:53.000+0000,005OH00000BFQFBYA5,2025-12-22T22:49:53.000+0000,(519)221-8384,(519) 221-8384,alan.dollar@adfltd.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEa5vYAC,False,,24725545,0030A0000050obgQAA,0010A000005mCAnQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T21:56:42.000+0000,False,False,005OH000004Ir1xYAC,2025-12-22T21:56:42.000+0000,005OH000004Ir1xYAC,2025-12-22T21:56:42.000+0000,005OH000004Ir1xYAC,2025-12-22T21:56:42.000+0000,(403)457-3839,(587) 575-4955,jason.berfelo@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEd1lYAC,False,,24723144,0030A0000029iZJQAY,0010A000002w6GUQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T21:03:50.000+0000,False,False,005OH000003ds0PYAQ,2025-12-22T21:03:50.000+0000,005OH000003ds0PYAQ,2025-12-22T21:03:50.000+0000,005OH000003ds0PYAQ,2025-12-22T21:03:50.000+0000,(705)426-2349,,bruce.mainelly@uppercanadafinancial.ca,(705)426-1349,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEdmdYAC,False,,24725279,0030A0000029hz1QAA,0010A000002w5lVQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/22*
----------------
VERONICA LIAO
39165
Veronica 

email update 
liaohuang31@yahoo.com
liaohuang2004@yahoo.com

updated email in system
user did not test it and ended the call 
*email*
----------------

Good afternoon Veronica, 

Thank you for contacting the Workspace Support Team with your inquiry.

Your former email was hacked so you requested your email in Workspace to be updated. We updated the email for you in system; you can use it too log into Workspace. If you have questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T22:20:14.000+0000,False,False,005OH000008919xYAA,2025-12-22T21:49:22.000+0000,005OH000008919xYAA,2025-12-22T22:20:14.000+0000,005OH000008919xYAA,2025-12-22T22:20:14.000+0000,(905)470-8222,,liaohuang2004@yahoo.com,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEe7aYAC,False,,24726085,0030A0000029e8NQAQ,0010A000002w2XZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing policy in Workspace,Medium,"****DDS****12/24/25 
User provided more information on the policy
Called Assist Desk - user was advised to contact Contracts&Licensing to know the status of the application and to wait till the policy has been processed as it takes 2-4 days before reflecting in WS

****DDS****12/22/25 

User is unable to find policy# 69108579T, logged in as user and could not find the policy
Checked SF and CoPilot, still could not find the policy - advised user to provide more info on this policy
 
============================================================================================= 
 
****Email Chain****

Hello Lacey,

Thank you for providing the information below as requested.

We were unable to find this policy in our systems as it’s still being processed. Once the policy has been processed, it takes 2-4 business days to reflect in Workspace. For more information as regards the status of underwriting, please reach out to CanadaLife.Contracts&Licensing@canadalife.com via email.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ballinger, Lacey <lacey.ballinger2@igpwm.ca> 
Sent: December 23, 2025 7:31 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] RE: Client not appearing in search - Case 24726085

Hi, -What type of policy (Insurance or Investment) Insurance -If insurance, what type of insurance (Disability, life, etc) T-15 Life ins, currently pending underwriting(?) -What advisor code this policy is aligned to Sylvie Lefebvre 75472 -If
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi,

-What type of policy (Insurance or Investment) Insurance
-If insurance, what type of insurance (Disability, life, etc) T-15 Life ins, currently pending underwriting(?)
-What advisor code this policy is aligned to Sylvie Lefebvre 75472
-If it’s an investment product, please send us a screenshot of the product in Investment Centre

Thank you!



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Monday, December 22, 2025 5:13 PM
To: Ballinger, Lacey <lacey.ballinger2@igpwm.ca>
Subject: [EXT] RE: Client not appearing in search - Case 24726085

Hello Lacey,

Thank you for contacting Workspace Support regarding the policy# 69108579T.

To assist with the request below, kindly provide us the information below:

-What type of policy (Insurance or Investment)
-If insurance, what type of insurance (Disability, life, etc)
-What advisor code this policy is aligned to
-If it’s an investment product, please send us a screenshot of the product in Investment Centre

Once we receive this information, we will be able to proceed with the investigation. Please let me know if you have any questions or concerns and I will be happy to assist you!


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ballinger, Lacey <lacey.ballinger2@igpwm.ca> 
Sent: December 22, 2025 7:03 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Client not appearing in search

Hello, I am not able to search client Amelie Marquis-Angulo policy #69108579T. When I type the client name or policy number it comes up as “no client matches the search criteria” – can someone assist? Let me know if you need

Hello,

I am not able to search client Amelie Marquis-Angulo policy #69108579T. When I type the client name or policy number it comes up as “no client matches the search criteria” – can someone assist? 

Let me know if you need additional information.

Thank you,

Lacey


Lacey Ballinger
Operational Associate to Sylvie Lefebvre

  
Sylvie Lefebvre & Associates Private Wealth Management 
400 March Road, Suite 200, Kanata, ON, K2K 3H4 
Tel 613.867.PLAN (7526) 
sylvie.lefebvre@igpwm.ca | sylvielefebvre.com 
Investors Group Financial Services Inc.  
 
You can now have 24/7 access to your accounts and electronic versions of your quarterly statements through our client portal. To Register today for online access please visit us at Investorsgroup/registration.",True,2025-12-24T19:33:22.000+0000,False,False,005OH0000097FtCYAU,2025-12-22T22:12:39.000+0000,005OH0000097FtCYAU,2025-12-24T19:33:22.000+0000,005OH0000097FtCYAU,2025-12-24T19:33:22.000+0000,(514)943-4717,,slefebvreassurances@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEeAkYAK,False,,24723875,0030A0000029XUgQAM,0010A000002vx3hQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Insurance Report - PI Request Not Available,Medium,"***WRS Email Chain** 2025-12-22
Bonjour Isabelle,

Malheureusement, nous ne pouvons pas donner de l’information personnelles à cause de nos politiques de sécurité et de confidentialité. Par contre, le conseiller pourrait créer une liste en vigueur dans leur compte d’Espace Affaires qui aura les coordonnées des clients, comme l’adresse et le numéro de téléphone.

Si vous avez besoin d’aide avec la création de ce rapport, vous pouvez contacter le Support Espace Affaires par téléphone à 1-888-999-4516 ou par courriel à WorkspaceSupport@canadalife.com.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Justin 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Langlois, Isabelle <Isabelle.Langlois@financierehorizons.ca> 
Sent: December 16, 2025 9:28 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: Liste en vigueur Éric Veilleux-Code : A4588, C9403, 316210019, 34653344 - Cas 24390389

Bonjour Wilfredy,

Suite à votre courriel ci-dessous, est-ce qu’il y a un autre moyen pour que le conseiller obtienne la liste en vigueur avec les coordonnées des clients ?

Il en a vraiment besoins.

Merci de votre aide.
Bonne journée !
Prendre note que mon numéro de téléphone direct est le : 438 793-8784
	
	
	

 


	Isabelle Langlois
Spécialiste en vigueur, affaire en vigueur
Financière Horizons
T : 438.793.8784 | TSF : 1 888.353.2410 
	Visitez financierehorizons.com | LinkedIn | Facebook | X

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite

Les Opérations vous souhaite de Joyeuses Fêtes !
Nos bureaux sont fermés le 24 décembre à partir de midi, les 25 et 26 décembre 2025
ainsi que le 1er et 2 janvier 2026. 
Nous bureaux seront ouverts le 29-30-31 décembre avec personnel réduit.
 


De : BusinessReporting <BusinessReporting@canadalife.com> 
Envoyé : 9 décembre 2025 12:08
À : Langlois, Isabelle <Isabelle.Langlois@financierehorizons.ca>
Objet : RE: Liste en vigueur Éric Veilleux-Code : A4588, C9403, 316210019, 34653344 - Cas 24390389

Bonjour Isabelle,

Je souhaite vous informer que, à cause de nos politiques de sécurité et de confidentialité, nous ne pouvons inclure d’informations personnelles dans les listes en vigueur. Cette mesure vise à protéger les données sensibles et à respecter nos normes internes.

Merci de votre compréhension et de votre collaboration. 

À la prochaine!  

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Wilfredy 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  





From: Langlois, Isabelle <Isabelle.Langlois@financierehorizons.ca> 
Sent: December 2, 2025 8:34 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: Liste en vigueur Éric Veilleux-Code : A4588, C9403, 316210019, 34653344

Bonjour,
Je vous écris, car j’aimerais savoir s’il est possible d’inclure les adresses et numéro de téléphone dans la liste en vigueur du conseiller en objet (voir courriel ci-dessous) ?
J’ai déjà reçu la liste, mais l’adjointe du conseiller, nous demande d’inclure ces informations.
Merci et bonne journée !
Prendre note que mon numéro de téléphone direct est le : 438 793-8784
	
	
	

 	Isabelle Langlois
Spécialiste en vigueur, affaire en vigueur
Financière Horizons
T : 438.793.8784 | TSF : 1 888.353.2410 
	Visitez financierehorizons.com | LinkedIn | Facebook | X

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite

Les Opérations vous souhaite de Joyeuses Fêtes !
Nos bureaux sont fermés le 24 décembre à partir de midi, les 25 et 26 décembre 2025
ainsi que le 1er et 2 janvier 2026. 
Nous bureaux seront ouverts le 29-30-31 décembre avec personnel réduit.
 
De : Langlois, Isabelle 
Envoyé : 9 octobre 2025 09:59
À : Wealth Reporting Support 
Objet : Liste en vigueur Éric Veilleux
Bonjour,
J’espère que vous allez bien ?
Je vous écris, car j’aimerais recevoir la liste en vigueur pour le conseiller Éric Veilleux.
Voici ses codes :
Canada Vie Assurance Vie : A4588, C9403
Canada Vie Placement : 316210019, 34653344
Merci et bonne journée !
	
	
	

 	Isabelle Langlois
Spécialiste en vigueur, affaire en vigueur
Financière Horizons
T : 514.356.2410 x 4128 | TSF : 1 888.353.2410 x 4128
	Visitez financierehorizons.com | LinkedIn | Facebook | X

	Cette communication est régie par la clause de non-responsabilité trouvée sur notre site internet www.financierehorizons.com/confidentialite",True,2025-12-22T21:18:21.000+0000,False,False,005OH00000AX0rVYAT,2025-12-22T21:18:21.000+0000,005OH00000AX0rVYAT,2025-12-22T21:18:21.000+0000,005OH00000AX0rVYAT,2025-12-22T21:18:21.000+0000,(514)326-4101,,isabelle.langlois@financierehorizons.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEeXKYA0,False,,24724227,0030A000004xAExQAM,0010A000005iYKEQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T21:25:24.000+0000,False,False,005OH000004Ir1xYAC,2025-12-22T21:25:24.000+0000,005OH000004Ir1xYAC,2025-12-22T21:25:24.000+0000,005OH000004Ir1xYAC,2025-12-22T21:25:24.000+0000,(587)896-5804,,danclermont1@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEfMxYAK,False,,24727026,003G0000018f6YvIAI,0010A000002wOW0QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre inquiry,Medium,"****DDS****12/22/25 

User is unable to generate forms on Xpress suite, error message says "" we're sorry something went wrong, please try again later. if this problem persists, reach out to your service admin. Error code 400
Warmed transfer call to L2 following KB0023327",True,2025-12-22T22:58:16.000+0000,False,False,005OH0000097FtCYAU,2025-12-22T22:46:38.000+0000,005OH0000097FtCYAU,2025-12-22T22:58:16.000+0000,005OH0000097FtCYAU,2025-12-22T22:58:16.000+0000,(416)203-1977X27,(416) 366-2971 ext. 7456(not in service),pbennett@blueprintwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEgakYAC,False,,24725691,0030A00000CeKY3QAN,0010A00000DFlqiQAD,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T22:00:39.000+0000,False,False,005OH000002iJPDYA2,2025-12-22T22:00:39.000+0000,005OH000002iJPDYA2,2025-12-22T22:00:40.000+0000,005OH000002iJPDYA2,2025-12-22T22:00:40.000+0000,(604)767-1322,,gregmow@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEgpOYAS,False,,24726963,003OH0000065JY3YAM,001OH000007b7MjYAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T22:43:39.000+0000,False,False,005OH000002iJPDYA2,2025-12-22T22:43:39.000+0000,005OH000002iJPDYA2,2025-12-22T22:43:39.000+0000,005OH000002iJPDYA2,2025-12-22T22:43:39.000+0000,(778)922-4086,,lucasyan@everestwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEhGhYAK,False,,24724315,0030A000004xAF5QAM,0010A000005iYKMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-22T21:27:03.000+0000,False,False,005OH000004Ir1xYAC,2025-12-22T21:27:03.000+0000,005OH000004Ir1xYAC,2025-12-22T21:27:04.000+0000,005OH000004Ir1xYAC,2025-12-22T21:27:04.000+0000,(403)590-7467,,sarshi@shaw.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEkJNYA0,False,,24724729,0030A000008gWLmQAM,0010A000009b0lJQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA issue,Medium,"****DDS****12/22/25 

User was unable to login to Workspace due to the error message “Invalid or expired verification code” - Authenticated user as per KB0021888
Disconnected and reconnected MFA - user signed in successfully 
============================================================================================= 
 
****Email Chain****


Good day Vince, 

Thank you for contacting Workspace Support regarding the authenticator issue.

You were unable to login to Workspace due to the error message “Invalid or expired verification code” each time you entered a code from the Google authenticator. We disconnected the authenticator from your Workspace account, cleared cookies, cached files, and updated your Chrome browser. We then reconnected the authenticator to your account and you were able to sign in, out and back into Workspace successfully. 



We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T21:41:49.000+0000,False,False,005OH0000097FtCYAU,2025-12-22T21:35:45.000+0000,005OH0000097FtCYAU,2025-12-22T22:03:11.000+0000,005OH0000097FtCYAU,2025-12-22T22:03:11.000+0000,(647)971-6180,,vbright.finance@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEkw9YAC,False,,24727377,003OH00000TN9I6YAL,001OH00000Zm0XuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User is able to import clients in Constellation but financial info is not loading,Medium,"Issue : User is able to import clients in Constellation but financial info is not loading
Advisor or Support Staff: advisor
Email: jacklyn@changinglanesfinancial.ca
KBA used: KB0019930
Findings: 
Troubleshooting steps involved

======================emails====================


Hi Jacklyn, 

I am glad your issue is now resolved.

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Jacklyn Lane <jacklyn@changinglanesfinancial.ca> 
Sent: Tuesday, December 23, 2025 11:56 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Rundle, Trish <Trish.Rundle@canadalife.com>
Subject: [EXT] Re: IC - C24727377

I was able to resolve with another team. Thank you! Jacklyn Lane MBA LLQP IFC Financial Security Advisor Changing Lanes Financial, Partner Investment Representative Quadrus Investment Services Ltd. 416-892-0790 https: //www. changinglanesfinancial. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I was able to resolve with another team. 

Thank you!

 
 
Jacklyn Lane MBA LLQP IFC


Hi Jacklyn, 

Thank you for contacting Workspace Support with your issue importing financial data in Constellation. 

Can you provide a screenshot like the one below  but for another client than yourself? This will help us escalate your case to the appropriate team. 

Thanks for your help. 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Rundle, Trish <Trish.Rundle@canadalife.com> 
Sent: Friday, December 19, 2025 2:26 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Lane, Jacklyn <jacklyn@changinglanesfinancial.ca>
Subject: RE: IC

@Workspace Support – would you be able to assist?

Thanks,
Trish

Quadrus Security Requests
quadrussecurityrequests@quadrusinvestment.com

By replying to this request, any personal information provided will be used to provide you with products and services. To learn more about our personal information policies and practices, visit canadalife.com/privacy.
En répondant à cette demande, toutes les informations personnelles fournies seront utilisées pour vous fournir des produits et services. Pour en savoir plus sur nos politiques et pratiques en matière de renseignements personnels, visitez canadalife.com/privacy.
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus



From: Jacklyn Lane <jacklyn@changinglanesfinancial.ca> 
Sent: December 18, 2025 5:54 PM
To: Rundle, Trish <Trish.Rundle@canadalife.com>
Subject: [EXT] Re: IC

Trish hey! So, I’m in Constellation, can import clients but NO financial info comes into the system as below for any client. Can you share what the issue may be? Jacklyn Lane MBA LLQP IFC Financial Security Advisor Changing Lanes Financial,
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
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Trish hey! 

So, I’m in Constellation, can import clients but NO financial info comes into the system as below for any client. Can you share what the issue may be? 

 

 
 
Jacklyn Lane MBA LLQP IFC
Financial Security Advisor
Changing Lanes Financial, Partner
Investment Representative
Quadrus Investment Services Ltd.

416-892-0790
https://www.changinglanesfinancial.ca

From: Rundle, Trish <Trish.Rundle@canadalife.com>
Date: Wednesday, December 17, 2025 at 10:18 AM
To: Jacklyn Lane <jacklyn@changinglanesfinancial.ca>
Subject: IC
https://www.virtualinvestmentcentre.com/upm/Login.html?cppt=0
 
Thank you.
 
Trish Rundle
Access Controls & Oversight | Business Risk & Controls
Canada Life | Quadrus
 
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
Nous nous soucions de la protection des renseignements personnels de nos clients. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T17:31:16.000+0000,False,False,0055o000001zVCKAA2,2025-12-22T23:01:30.000+0000,0055o000001zVCKAA2,2025-12-23T17:31:16.000+0000,0055o000001zVCKAA2,2025-12-23T17:31:16.000+0000,(416)892-0790,,jacklyn@changinglanesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iElH5YAK,False,,24725148,003OH00000U9tK9YAJ,001OH00000am7E7YAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"NAME: JONATHAN MALTAIS 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H8426
PHONE: +15149154547 
EMAIL: jonathanharveymaltais@gmail.com
 
ISSUE: 
User is trying to log into workspace
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
User does not have a workspace account 
 
TROUBLESHOOTING/RESOLUTION:
 advised them that they would need to register for a workspace account first with their user id.
 
EMAIL:
 
--------------------------------------***DDS DEC/22/2025***--------------------------
Hello Jonathan,
Thank you for contacting workspace support about accessing your Workspace account.
On the call today, we found out that you did not yet have a Workspace account and you need to register. You were able to complete the registration on the call today which gave you access to your account.
Let me know if you have any more questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-22T21:54:47.000+0000,False,False,005OH00000BGf2TYAT,2025-12-22T21:45:30.000+0000,005OH00000BGf2TYAT,2025-12-22T21:54:47.000+0000,005OH00000BGf2TYAT,2025-12-22T21:54:47.000+0000,(514)915-4547,,jonathanharveymaltais@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEqjnYAC,False,,24726486,0030A0000029aCSQAY,0010A000002vzPKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User needed help to view policy values,Medium,"Issue: User needed help to view policy values
Advisor or Support Staff: Advisor
Email: kenlam@newdiamondfinancial.com
KBA used:  N/A
Findings: values are available
Troubleshooting steps involved: navigated in Workspace to confirm the user could view the values and provided guidelines on how to navigate
=================emails==================

Hi @Workspace Service Leaders,

Policy 310077289 owner was changed on September 29, 2025 from Linda Shuk Fun Yee ITF Kaitlin Jeanette Chan to Kaitlin Jeanette Chan but still display with former owner information in Workspace. 



 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 


Hi Kenneth, 

We’ve reviewed your request, and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action currently. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Koraen, Anita <Anita.Koraen@canadalife.com> 
Sent: Tuesday, December 23, 2025 5:43 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; KENNETH LAM <kenlam@newdiamondfinancial.com>
Cc: Styles, Gretta <Gretta.Styles@canadalife.com>
Subject: RE: [EXT] RE: Seg Fund Accounts LAM - C24726486

Hello

The change is showing processed back in September 29.

Kind regards




Hi Anita, 

Can you confirm when the owner of the policy below changed in Canada Life systems? It may takes 5-7 business days for these type of change to flow through. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: kenlam@newdiamondfinancial.com <kenlam@newdiamondfinancial.com> 
Sent: Tuesday, December 23, 2025 12:45 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Styles, Gretta <Gretta.Styles@canadalife.com>
Subject: RE: [EXT] RE: Seg Fund Accounts LAM - C24726486

Hi Karl, For account #310077289, owner has been changed to Kaitlin Jeanette Chan, but the summary is still showing the older account owner’s name Linda Shuk Fun Yee ITF Kaitlin Jeanette Chan. Can you please investigate and change the owner’s
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Hi Karl,

 

For account #310077289, owner has been changed to Kaitlin Jeanette Chan, but the summary is still showing the older account owner’s name Linda Shuk Fun Yee ITF Kaitlin Jeanette Chan.

Can you please investigate and change the owner’s name?

Thank you.

Ken Lam  604-889-1383



Hi Ken, 

Thank you for contacting Workspace Support with your issue accessing the policy values for the two policies mentioned below. 

You should now have access to the policy values for these two policies. 
	
Simply use the global search field located on the top right corner of your Workspace account and type the policy number you wish to access. The product details tab will provide an overview of the policy and its values. You can also click on the Investments & Transactions tab to get more details on these policies: 


If you want to get a pdf summary, click on the Print summary button on the right side of the Transactions tab : 


 

If you have any other issues or questions, don’t hesitate to communicate with us. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Styles, Gretta <Gretta.Styles@canadalife.com> 
Sent: Monday, December 22, 2025 10:06 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] RE: Seg Fund Accounts LAM

Hi there, 

In the email chain below you will see my advisor is having a hard time seeing Values on workspace. 
Is this a system error or user error? If you could kindly advise him either way that would be greatly appreciated.

Gretta Styles
Regional Sales Representative (Inside Sales) – Wealth
gretta.styles@canadalife.com
Telephone: (778) 217-1445

In partnership with:
Tajammul Pannun, BBA
Regional Sales Manager – Wealth
tajammul.pannun@canadalife.com
Telephone: (604) 331-2432

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Koraen, Anita <Anita.Koraen@canadalife.com> 
Sent: December 22, 2025 9:01 AM
To: Styles, Gretta <Gretta.Styles@canadalife.com>
Subject: RE: [EXT] RE: Seg Fund Accounts

Hi Gretta

Yes, I will send the advisor copies of policy summaries for each policy.  I have also attached a copy of the Workspace contact information for you below in case you want to reach out to them to see if they can resolve the issue for the advisor so that he can view the policies online.


Contact information for workspace; 

WorkspaceSupport@canadalife.com

1-888-999-4516




Kind regards

By replying to this request, any personal information provided will be used to provide you with products and services.   To learn about our personal information policies and practices, visit canadalife.com/privacy.

Anita Koraen  
Sr. Customer Service Specialist
Canadian Operations | Wealth
anita.koraen@canadalife.com  | Phone: (519) 435-4106    


 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Styles, Gretta <Gretta.Styles@canadalife.com> 
Sent: December 22, 2025 9:44 AM
To: Koraen, Anita <Anita.Koraen@canadalife.com>
Subject: FW: [EXT] RE: Seg Fund Accounts

Hi Anita, 

Is this something you were able to help our advisor with?

Gretta Styles 

Resources:
NEW - Digital Segregated Fund Application (DSFA)                      
DSFA Resource Page
Canada Life Wealth Products
Canada Life Segregated Fund Performance, Overview & Fund Codes
Estate planning resources                              
Get help to plan or settle an estate | ClearEstate
Canada Life Investment Management Ltd
Canada Life's weekly ""Soundbites"" featured on Investment Executive
Insights & advice (Client friendly)
Market Volatility Toolkit
CE - Accredited Courses
The Big Picture by OSC                                                                  

Client Service – Investments – 1 (888) 252-1847 option 2 for Advisors, option 2 for investments, option 3 for Canada Life
Client Service – Investments – ISP_Customer_Care@canadalife.com

Workspace Support CLWorkspaceSupport@canadalife.com
Workspace Support – Canada Life Service Desk – 1 (800) 475-7001

MyCanadaLife (for clients) – 1 (888) 534-1836
MyCanadaLife (for clients outside of Canada, collect calls accepted) – 1 (416) 597-6981 

NEW 2026 Market Outlook Webinar Jan 13th 2026 the time click here to register for the live webinar & receive a copy of the recording

Gretta Styles
Regional Sales Representative (Inside Sales) – Wealth
gretta.styles@canadalife.com
Telephone: (778) 217-1445

In partnership with:
Tajammul Pannun, BBA
Regional Sales Manager – Wealth
tajammul.pannun@canadalife.com
Telephone: (604) 331-2432

 
Visit canadalife.com   Watch our latest ad   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: kenlam@newdiamondfinancial.com <kenlam@newdiamondfinancial.com> 
Sent: December 18, 2025 12:48 PM
To: Styles, Gretta <Gretta.Styles@canadalife.com>
Cc: Koraen, Anita <Anita.Koraen@canadalife.com>; kenlam@newdiamondfinancial.com
Subject: [EXT] RE: Seg Fund Accounts

Thank you for your reply. I still cannot see what values are in the accounts on WorkSpace. Can you please provide a summary of the 2 accounts including current values and transaction details? Thanks for your help. Ken Lam 604-889-1383 New Diamond
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Thank you for your reply.

I still cannot see what values are in the accounts on WorkSpace.

Can you please provide a summary of the 2 accounts including current values and transaction details?

Thanks for your help.

Ken Lam  604-889-1383

New Diamond Financial Group Inc. 604-279-0888
New Diamond Insurance Services (2024) Ltd. 604-278-1811
128-6061 No. 3 Road
Richmond, BC, V6Y 2B2
Tel : 604-279-0888/Fax : 604-279-0616

""This message, including any attachments, is privileged and intended only for the person(s) named above. This material may contain confidential or personal information., which may be subject to the provisions of the Freedom of Information & Protection Act. Any other distribution, copying or disclosure is strictly prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by telephone, fax or email, and permanently delete the original transmission from us, including any attachments, without making a copy.



From: Styles, Gretta <Gretta.Styles@canadalife.com> 
Sent: December 18, 2025 10:05 AM
To: kenlam@newdiamondfinancial.com
Subject: Fw: Seg Fund Accounts

Hi Ken, 

I just wanted to forward this message onto you from back office. 

Please let me know if you have any further questions 

Gretta Styles 
Canada Life 

Get Outlook for iOS
________________________________________
From: Koraen, Anita <Anita.Koraen@canadalife.com>
Sent: Thursday, December 18, 2025 1:02:04 PM
To: Styles, Gretta <Gretta.Styles@canadalife.com>
Subject: Seg Fund Accounts 
 
Hello Gretta
 
I had a look into your request for information on ownership changes.  I am confirming that the ownership changes were completed, below are the policy numbers to reference.
 
1 - New Owner:  Chan, Kaitlin Jeannette – policy number 310077289
 
2 – New owner:  Sylvia June Chan ITF Kurtis Michael Chan –  policy number 310077294
 
 
Kind regards
 
By replying to this request, any personal information provided will be used to provide you with products and services.   To learn about our personal information policies and practices, visit canadalife.com/privacy.
 
Anita Koraen  
Sr. Customer Service Specialist
Canadian Operations | Wealth
anita.koraen@canadalife.com  | Phone: (519) 435-4106    
 
 
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-22T22:26:36.000+0000,False,False,0055o000001zVCKAA2,2025-12-22T22:25:57.000+0000,0055o000001zVCKAA2,2025-12-24T18:07:53.000+0000,0055o000001zVCKAA2,2025-12-24T18:07:53.000+0000,(604)279-0888,(604) 889-1383,kenlam@newdiamondfinancial.com,(604)279-0616,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEsaJYAS,False,,24726674,003OH00000Y4pBgYAJ,001OH00000glkYuYAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,How to register to User ID and to Workspace,Medium,"Issue: How to register to User ID and to Workspace
Advisor or Support Staff: advisor
Email: rash.tgh121@gmail.com
KBA used: n/a
Findings: user is not registered for a user ID nor workspace
Troubleshooting steps involved: n/a

===================emails=================
Hi Ali, 

Thank you for contacting Workspace Support for your request for a User ID and a Workspace account. 

To access your Workspace account, you must first register to your User ID and then you will be able to register to your Workspace (48 business hours after the creation of your User ID). 

Below you’ll find instructions for obtaining both types of access.

How to obtain a User ID
Before you can access your Workspace account, you will l need to register for your User ID. You will need an activation code.

To obtain your activation code, please send an email to distribution_methodology@canadalife.com. Be sure to mention that you’re requesting a User ID, and they’ll be able to assist you with any questions about the process. 

Once you’ve received your activation code and the other necessary information from the Distribution Methodology department at Canada Life, please use the following link to complete your registration:
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/TermsAndConditionsSetup.do 

How to register to a Workspace account

Once registered, you will need to wait 48 business hours before they can proceed with registering for their Workspace account.

To complete your registration, please follow this link: https://workspace.canadalife.com/s/login/SelfRegister?language=en_US 

You will be able to choose the email of your choice for your Workspace account. 

If you have any questions related to registering for your Workspace account, send us an email once you reach this step and we will be glad to assist you. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

Have a wonderful day! 

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Ali Rashak <rash.tgh121@gmail.com> 
Sent: Monday, December 22, 2025 3:49 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] REQUEST FOR USER ID FOR ACCESS TO WORKSPACE

Hello, I hope this email finds you well. My name is Ali Taghikhani. I am an LLQP licence holder, and my Canada Life selling code is 825355. I kindly request your assistance in granting me access to the Canada Life Workspace. Thank you for your
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
I hope this email finds you well.
My name is Ali Taghikhani. I am an LLQP licence holder, and my Canada Life selling code is 825355.
I kindly request your assistance in granting me access to the Canada Life Workspace.
Thank you for your support.
Kind regards,
Ali Taghikhani",True,2025-12-22T22:32:51.000+0000,False,False,0055o000001zVCKAA2,2025-12-22T22:32:51.000+0000,0055o000001zVCKAA2,2025-12-22T22:33:15.000+0000,0055o000001zVCKAA2,2025-12-22T22:33:15.000+0000,(647)394-9067,,rash.tgh121@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iEtPwYAK,False,,24727761,0030A000001aFTeQAM,0010A00000AfEmVQAV,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MFA disconnect (new phone),Medium,"Issue: MFA disconnect (new phone)
Advisor or Support Staff: advisor
Email: c.winch@winchgroup.com
KBA used: KB0020738  
Findings: n/a
Troubleshooting steps involved: user needs to call us
======================emails=======================

Hi Carly, 

Thank you for contacting Workspace Support with your Workspace MFA issue. 

To help you change your MFA from your old phone to your new phone, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Carly Winch <c.winch@winchgroup.com> 
Sent: Monday, December 22, 2025 10:44 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Phone call with Carly Winch and Samantha S re: Linking authenticator to Workspace - INC1780513 - 905-639-4287 ext. 370 

Good Morning! I got a new phone last week and need to setup my authenticator app for workspace access. Could you remind me how to do this? Thanks, Carly Winch Group Benefits, Retirement & Wellness Advisor Phone 905-639-4287 ext. 370 I Email
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Morning! 

I got a new phone last week and need to setup my authenticator app for workspace access.  Could you remind me how to do this?  

Thanks, 

Carly Winch 
Group Benefits, Retirement & Wellness Advisor

        

Phone 905-639-4287 ext. 370   I   Email c.winch@winchgroup.com   
 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Thursday, September 25, 2025 4:15 PM
To: Carly Winch <c.winch@winchgroup.com>
Subject: RE: Phone call with Carly Winch and Samantha S re: Linking authenticator to Workspace - INC1780513 - 905-639-4287 ext. 370 

Hello Carly,

I’m glad I was able to assist you with linking authenticator to your Workspace account.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Carly Winch <c.winch@winchgroup.com> 
Sent: September 25, 2025 2:00 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Phone call with Carly Winch and Samantha S re: Linking authenticator to Workspace - INC1780513 - 905-639-4287 ext. 370 

Hi! I’ll meet you on TEAMS. Thanks, Carly Winch Group Benefits, Retirement & Wellness Advisor Phone 905-639-4287 ext. 370 I Toll Free 800-268-9297 I Fax 905-639-9352 -----Original Appointment----- From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com>

Hi! I’ll meet you on TEAMS. 

Thanks, 

Carly Winch 
Group Benefits, Retirement & Wellness Advisor

        

Phone 905-639-4287 ext. 370   I   Toll Free 800-268-9297   I   Fax 905-639-9352 

-----Original Appointment-----
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Wednesday, September 24, 2025 5:32 PM
To: CL Workspace Support; Carly Winch
Subject: Phone call with Carly Winch and Samantha S re: Linking authenticator to Workspace - INC1780513 - 905-639-4287 ext. 370 
When: September 25, 2025 3:00 PM-3:30 PM (UTC-05:00) Eastern Time (US & Canada).
Where: Microsoft Teams Meeting


________________________________________________________________________________ 
Microsoft Teams Need help? 
Join the meeting now 
Meeting ID: 289 780 849 814 7 
Passcode: 3aQ2UD3T 
________________________________________
For organizers: Meeting options 
.............................................................. 
Microsoft Teams Besoin d’aide? 
Rejoignez la réunion maintenant 
Numéro de réunion : 289 780 849 814 7 
Code secret : 3aQ2UD3T 
________________________________________
Pour les organisateurs : Options de réunion 
________________________________________________________________________________",True,2025-12-22T23:20:24.000+0000,False,False,0055o000001zVCKAA2,2025-12-22T23:18:54.000+0000,0055o000001zVCKAA2,2025-12-22T23:20:24.000+0000,0055o000001zVCKAA2,2025-12-22T23:20:24.000+0000,(905) 639-4287,,info@winchgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iExIDYA0,False,,24726922,003G0000018f7MfIAI,0010A000002wPSKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,User called to know if there is a mobile application for Workspace,Medium,"Issue: User called to know if there is a mobile application for Workspace
Advisor or Support Staff: advisor
Email: duncan@achievewealthcanada.com
KBA used:  n/a
Findings: n/a 
Troubleshooting steps involved: n/a
==================emails========================
Hi Duncan, 

Thank you for contacting Workspace Support.  

As mentioned during our call, there is no Workspace iOS nor Android application available at the current time. 

You will need to use your mobile phone web browser to access your Workspace account. 

If you would like an iOS or Android application to be developed, I can create a feedback improvement ticket on your behalf and send it to the team in charge of developing the application. 

Just send us an email and informing me you would like me to create a feedback ticket on your behalf and I will be glad to do so. 

Have a wonderful day!

Your satisfaction is deeply important to me. Please take a quick moment to complete this survey link. You can provide feedback on my service and share your thoughts on our platform. Your input on both is greatly valued: complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-22T22:50:20.000+0000,False,False,0055o000001zVCKAA2,2025-12-22T22:42:23.000+0000,0055o000001zVCKAA2,2025-12-22T22:50:20.000+0000,0055o000001zVCKAA2,2025-12-22T22:50:20.000+0000,(604)754-2055,(604) 754-2055,duncan@achievewealthcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iF96UYAS,False,,24728246,003OH00000Z38uaYAB,001OH00000ilEuQYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration assistance,Medium,"***DDS Dec.22/2025***
User needed assistance with Workspace registration. Authenticated user and did a logmein session, confirmed on Siebel that user had already created a User ID and that its been at least 48 hours so they can register for Workspace. Provided assistance in guiding the user through the registration steps. User was able to register for their MGA Workspace account successfully and we then connected the Microsoft Authenticator to their account. Had the user log in/log out just to confirm there were no issues.

REF KB: KB0017316  


*****Email*****
Hello Jia,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding your Workspace registration. 

During our call, I was able to walk you through the registration steps and get you registered for your MGA Workspace account.
As a reminder, whenever you log in to your Workspace account, please open the Microsoft Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey by using this link https://advisorynetwork.swoogo.com/idfeedback.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T00:32:41.000+0000,False,False,005OH00000BFQFBYA5,2025-12-22T23:48:07.000+0000,005OH00000BFQFBYA5,2025-12-23T00:33:30.000+0000,005OH00000BFQFBYA5,2025-12-23T00:33:30.000+0000,(778)922-7988,,lijennifer@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iFI4vYAG,False,,24728428,0030A0000029WCsQAM,0010A000002vw0qQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T00:01:08.000+0000,False,False,005OH000002iJPDYA2,2025-12-23T00:01:08.000+0000,005OH000002iJPDYA2,2025-12-23T00:01:08.000+0000,005OH000002iJPDYA2,2025-12-23T00:01:08.000+0000,(778)829-2712,,angel@bestcarefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iFI8BYAW,False,,24728811,003OH00000M95aSYAR,001OH00000QuhOPYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica User deleted their welcome email,Medium,"Issue: User deleted their welcome email
Advisor or Support Staff: advisor
Email: SUDHIRGOSWAMI@PRIMERICA.COM
KBA used:  KB0023538 
Findings: Use deleted their registration letter
Troubleshooting steps involved: sent request to SFMCDMsupport@canadalife.com
===================emails===================
Hi Team,

The registration email has been successfully resent to the advisor.

Please let us know if any further assistance is required.

Thank you,
Amisha




Hi,

The below Primerica Advisor indicated they deleted their registration letter. Please resend.

o	Email Address : SUDHIRGOSWAMI@PRIMERICA.COM 
o	First Name : SUDHIR
o	Last Name : GOSWAMI
o	Language: English
o	Producer Code: P7016
o	Activation ID : 	PME7016

Thanks,


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



Hi Elliot,

Thank you for contacting Workspace Support for your issue with the deleted registration email for advisor the advisor listed below. 

We have sent an email to the team in charge of resending these emails. 

They will handle this process and resend the email to the advisor. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Pong, Elliot <Elliot.Pong@canadalife.com> 
Sent: Monday, December 22, 2025 2:05 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: SUDHIRGOSWAMI@PRIMERICA.COM
Subject: Please resend Workspace registration email

Good afternoon team,

Would you please be able to resend Workspace registration email to the below advisor. He was part of the Primerica launch on December 8th and has bi accidently deleted the email. Let me know if there is anything else you need. 

Advisor name: Sudhir Goswami
Advisor Email: SUDHIRGOSWAMI@PRIMERICA.COM
Canada Life Code: P7016
Dealer Code: 3000

Thanks in advance, 

Elliot 

Elliot Pong, CIM ®
Director of Business Development, Wealth Management
Cell: 647-861-3821 Phone: 226-401-5857
Email: Elliot.pong@canadalife.com

 

Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-23T00:31:03.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T00:31:03.000+0000,0055o000001zVCKAA2,2025-12-23T18:19:42.000+0000,0055o000001zVCKAA2,2025-12-23T18:19:42.000+0000,(647)822-6486,,sudhirgoswami@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iFIRYYA4,False,,24728665,0031600002Kbf2LAAR,0010A000002wNRVQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Merge,Medium,"*12/22*
----------------
Joanna Kocylo <joanna@dldfinancial.com>

Amended1452935304

001OH00000DlbkhYAB
69007208T CIIP3
CLNTID: 1452935304

001OH000006sNQtYAM
F743941835 PMUTF
CLNTID: 8741402566



https://workspace.canadalife.com/workspace/s/account/001OH00000DlbkhYAB/connor-marshall-lewis?tabset-15dae=3
https://workspace.canadalife.com/workspace/s/account/001OH000006sNQtYAM/connor-marshall-lewis?tabset-15dae=3

*email*
----------------
Good afternoon Joanne, 

Thank you for contacting the Workspace Support Team regarding your merge issue.

We have amended the clients accounts in our system; you should find that the merge prompt should appear in workspace in roughly 2-4 business days. If it does not appear after that time, or you have questions and concerns please reply to this email and we will investigate further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Joanna Kocylo <joanna@dldfinancial.com> 
Sent: December 10, 2025 4:21 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Stanimir, Ryan <ryan@dldfinancial.com>
Subject: [EXT] Need merge prompt for Connor Marshall Lewis (2 records on Workspace) 24728665

Hi there, I am following up on the client record for Connor Marshall Lewis (last email sent on Dec 2nd) The name change has been completed on Workspace, but two separate records still appear for the same client: There is currently no prompt
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Hi there,

I am following up on the client record for Connor Marshall Lewis (last email sent on Dec 2nd)

The name change has been completed on Workspace, but two separate records still appear for the same client:

There is currently no prompt to merge these two records. Could you please provide or merge these two. Thanks.

Account: CONNOR MARSHALL LEWIS   (This record has CL policy 69007208T)
Account: CONNOR MARSHALL LEWIS   (This record has all Quadrus mutual fund products)

Joanna.

On Tue, Dec 2, 2025 at 11:13 AM Joanna Kocylo <joanna@dldfinancial.com> wrote:
Hi there,

Name change on the Investment centre has been updated from Connor Lewis to Connor Marshall Lewis. 

To Workspace Support: Please merge two accts for ""Connor Lewis"" into ""Connor Marshall Lewis""
URL link Account: CONNOR LEWIS   
URL link Account: CONNOR MARSHALL LEWIS

Signed Name change form along with a Passport copy is attached (already sent to Quadrus processing Team).

Have a great day,
 
 
Tel: 604.681.7185 (ext.8)
Fax: 604.800.5394
#1180-320 Granville St.
Vancouver, BC V6C 1S9	Joanna Kocylo, BSc 
Client Care Coordinator
for Ryan Stanimir	 
 
   
 
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""The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.  Thank you.  NOTE:  We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.  If you do not wish to receive communications from this email address, please reply back with the subject line unsubscribe.""",True,2025-12-23T00:26:20.000+0000,False,False,005OH000008919xYAA,2025-12-23T00:17:06.000+0000,005OH000008919xYAA,2025-12-23T00:26:20.000+0000,005OH000008919xYAA,2025-12-23T00:26:20.000+0000,(778)288-2024,(778) 288-2024,ryan@dldfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iFKt8YAG,False,,24728739,003OH00000NZSCNYA5,001OH00000ScqxEYAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica User deleted their welcome email,Medium,"Issue: User deleted their welcome email
Advisor or Support Staff:
Email: LEONARDORIBEIRODEMOURA@PRIMERICA.COM
KBA used: KB0023538 
Findings: user deleted their registration letter
Troubleshooting steps involved: sent request to sfmcdmsupport@canadalife.com
===================emails===================
Hi Team,

The registration email has been successfully resent to the advisor.

Please let us know if any further assistance is required.

Thank you,
Amisha



Hi,

The below Primerica Advisor indicated they deleted their registration letter. Please resend.

o	Email Address : LEONARDORIBEIRODEMOURA@PRIMERICA.COM
o	First Name : LEONARDO
o	Last Name : RIBEIRO DE MOURA
o	Language: English
o	Producer Code: P9220
o	Activation ID : PME9220

Thanks,


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 


Hi Elliot,

Thank you for contacting Workspace Support for your issue with the deleted registration email for advisor the advisor listed below. 

We have sent an email to the team in charge of resending these emails. 

They will handle this process and resend the email to the advisor. 

Have a wonderful day. 

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 






From: Pong, Elliot <Elliot.Pong@canadalife.com> 
Sent: Monday, December 22, 2025 2:23 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: LEONARDORIBEIRODEMOURA@PRIMERICA.COM
Subject: Please resend Workspace registration email
Importance: High

Good afternoon team,

Would you please be able to resend Workspace registration email to the below advisor. He was part of the Primerica launch on December 8th and has bi accidently deleted the email. Let me know if there is anything else you need. 

Advisor name: LEONARDO RIBEIRO DE MOURA
Advisor Email: LEONARDORIBEIRODEMOURA@PRIMERICA.COM
Canada Life Code: P9220
Dealer Code: 3000

Thanks in advance, 

Elliot 

Elliot Pong, CIM ®
Director of Business Development, Wealth Management
Cell: 647-861-3821 Phone: 226-401-5857
Email: Elliot.pong@canadalife.com

 

Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-23T00:28:37.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T00:24:09.000+0000,0055o000001zVCKAA2,2025-12-23T18:19:15.000+0000,0055o000001zVCKAA2,2025-12-23T18:19:15.000+0000,(647)937-3161,,leonardoribeirodemoura@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iFLSdYAO,False,,24728953,003G0000018f7F2IAI,0010A000002wPJpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Merge - INC1946607,Medium,"*** DDS 24DEC2025 ***
auto merged, advised user

*** DDS 23DEC2025 ***
INC1946607 submitted

*12/22*
----------------
First Name: Felicia
Middle Name
Last Name: Metcalfe-Cowan
DOB: 3/04/1971
Policy #'s:
141052681 LIWSU
Company: London Life 
CIS Client ID:
CLNTID: 4946155390
URL for records:
https://workspace.canadalife.com/workspace/s/account/0010A00000AkIOwQAN/felicia-metcalfecowan
https://workspace.canadalife.com/workspace/s/account/0010A00000DDopPQAT/felicia-metcalfecowan

Screenshot of any error messages

---------------------------

Good morning Terri,

Thank you for contacting Workspace Support regarding the merge issue below. We have amended the users accounts and they have been merged automatically. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Terri Bent <terri@mmfp.ca> 
Sent: December 11, 2025 1:52 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Sperdakes, Chris <chris@mmfp.ca>
Subject: [EXT] FELICIA METCALFE-COWAN - DOB: 4 Mar 1971 - Advisor Chris Sperdakes - 21667 24728953/INC1946607

Good afternoon, would you please look at these two records and adjust so that they can be merged as this is the same person. Thank you! https: //workspace. canadalife. com/workspace/s/account/0010A00000AkIOwQAN/felicia-metcalfecowan https: //workspace. canadalife. com/workspace/s/account/0010A00000DDopPQAT/felicia-metcalfecowan
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon, would you please look at these two records and adjust so that they can be merged as this is the same person.  Thank you!

https://workspace.canadalife.com/workspace/s/account/0010A00000AkIOwQAN/felicia-metcalfecowan 

https://workspace.canadalife.com/workspace/s/account/0010A00000DDopPQAT/felicia-metcalfecowan 

MERRY CHRISTMAS and a very HAPPY NEW YEAR!

TERRI BENT, ACS | EXECUTIVE ASSISTANT
MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 
6174 Quinpool Road  Halifax  NS  B3L 1A3 
Work:  902.431.7526 x8 |  Fax: 902.431.9514 
terri@mmfp.ca
www.matthewsmcdonough.com <http://www.matthewsmcdonough.com>  

""If you no longer want to receive these messages, click the word unsubscribe to email a request to me.""

Looking for quick access to info about your investments, savings, and insurance products?
 
Register for My Canada LifeTM today to find everything in one convenient place! 
Visit: canadalife.com  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


0010A00000AkIOwQAN
no products at all 

0010A00000DDopPQAT
141052681 LIWSU
CLNTID: 4946155390
https://workspace.canadalife.com/workspace/s/account/0010A00000AkIOwQAN/felicia-metcalfecowan
https://workspace.canadalife.com/workspace/s/account/0010A00000DDopPQAT/felicia-metcalfecowan

*email*
----------------",True,2025-12-24T13:04:46.000+0000,False,False,005OH000006wv2TYAQ,2025-12-23T00:43:01.000+0000,005OH000008919xYAA,2025-12-24T13:04:47.000+0000,005OH000006wv2TYAQ,2025-12-24T13:04:47.000+0000,(902)830-2512,(902) 830-2512,chris@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iFPO9YAO,False,,24729102,003OH00000M94o3YAB,001OH00000QuuZuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - CIAM - ERR W2310,Medium,"Caller Issue: CIAM - ERR W2310
Advisor or Support Staff: Advisor
Email: SHAILENDRASHARMA@PRIMERICA.COM
KBA used: KB0023745 
Findings: User used the wrong email address to start the registration process
Troubleshooting steps involved: Asked the user what email address they used to register
======================emails========================
Hi Shailandar, 

Thank you for contacting Workspace Support.  

We understand you are experiencing an issue during registration (ERR-W2310). 

You registered with an incorrect email address but entered the correct Activation Code. Primerica users have two email addresses. You need to use the Primerica email address under your name to register. We informed you to click on the Change your email address. You were then able to update it and restart your registration process.

You were then able to finish your registration. 

Have a wonderful evening!

It’s been a pleasure helping you! 😊 If you could spare 5 seconds of your precious time, please click this link to rate my service and share any thoughts on our platform Workspace. Your feedbacks help us improve continuously: complete our brief survey



  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-02T18:26:31.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T00:59:59.000+0000,0055o000001zVCKAA2,2026-01-02T18:26:31.000+0000,0055o000001zVCKAA2,2026-01-02T18:26:31.000+0000,(905)452-0177,,shailendrasharma@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,101.0
500OH00000iGGndYAG,False,,24734434,0030A0000029VqOQAU,0010A000002vvhzQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect-,Medium,"***********DDS*********** 12/23/2025
User having issues with MFA as they changed phones recently. 
DDS authenticated user and assisted setting up a new connection. 

ref: KB0021888

****************EMAIL CHAIN*************
Hello Peter, 

Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you disconnect and reconnect your MFA to ensure account security. The address update can be done through Apexa. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T15:57:14.000+0000,False,False,005OH00000BFQFHYA5,2025-12-23T15:34:05.000+0000,005OH00000BFQFHYA5,2025-12-23T15:57:14.000+0000,005OH00000BFQFHYA5,2025-12-23T15:57:14.000+0000,(514)788-4884,,peter.tozzi415@gmail.com,(514)788-4883,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGKkiYAG,False,,24730553,003G0000018f6SxIAI,0015o000004MrypAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"ASA Marie cooney called on behalf of advisor Robert Mitchell(C0776) for workspace registration. Initially she mentioned that she wants to register for her workspace account . Later she mentioned that she is trying to register for Robert. They are informed that Robert can call us, we will assist them. Hello Robert,

I hope you are doing well. Today, I received a call from your support staff member Marie Cooney. They needed assistance with your workspace registration. As I have checked, you are already registered for workspace. If you need assistance with log in, please give us a call at your convenience. After authentication, we will be able to assist you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T14:12:27.000+0000,False,False,005OH00000BFiyTYAT,2025-12-23T13:46:08.000+0000,005OH00000BFiyTYAT,2025-12-23T14:12:28.000+0000,005OH00000BFiyTYAT,2025-12-23T14:12:28.000+0000,(403)648-4384,(403) 671-8740,rob_mitchell@ajg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGQTTYA4,False,,24730070,0035o0000045EKxAAM,0015o000004ftTRAAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 22nd, 2025 ***
User needed to signin but ISAM locked. Followed KB0020858 and helped reset passoword and log in successfully.
===============
Bonjour Sébastien,

C’était un plaisir de vous parler aujourd’hui et de vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, je vous ai débloqué votre nom d’utilisateur, je vous ai aidé à réinitialiser votre mot de passe RepNet. Au final vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-23T13:39:04.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-23T13:18:44.000+0000,005OH00000AbJ7aYAF,2025-12-23T13:39:04.000+0000,005OH00000AbJ7aYAF,2025-12-23T13:39:04.000+0000,(418)265-3072,,roycommunication@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGRCgYAO,False,,24731999,003G0000018f7BjIAI,0010A000002wPFhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Navigation,Medium,"NAME: AMY LEE 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: ll30406 
PHONE: 
EMAIL: amy@amy-lee.ca 
 
ISSUE: 
User is trying to update their phone number on workspace 
 
FINDINGS:
User can update this information on their workspace profile 
 
TROUBLESHOOTING/RESOLUTION:
Provided steps for user to follow for the update to be made.
 
EMAIL:
 
--------------------------------------***DDS DEC/23/2025***-------------------------- 
Hello Amy,
Thank you for contacting Workspace Support. I am happy to provide the steps for you to update your phone number on Workspace.
Please follow the steps below:
⦁	Select the circle at the top right corner of the screen with your initials in it
⦁	Select the ‘My Profile’ option
Select the edit option in front of the ‘phone’ option on that page.
Put in your phone number and select the ‘save’ option.
Let me know if you have any trouble with this update.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Amy Lee <amy@amy-lee.ca> 
Sent: December 22, 2025 2:36 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] changing phone number
Please advise how this can be done on WS Thank you Amy Lee, RRC Financial Security Advisor www. amy-lee. ca Please note: Effective January 1st I will continue to provide you with the same service using this new email address amy@ amy-lee. ca The
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    
ZjQcmQRYFpfptBannerEnd
Please advise how this can be done on WS
Thank  you
Amy Lee, RRC
Financial Security Advisor
www.amy-lee.ca
 
Please note:  Effective January 1st I will continue to provide you with the same service using this new email address amy@amy-lee.ca
 
 
The contents of this communication including any attachment(s) are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient) please notify the sender immediately and delete or destroy this communication without reading it and without making, forwarding or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",True,2025-12-23T14:37:04.000+0000,False,False,005OH00000BGf2TYAT,2025-12-23T14:37:04.000+0000,005OH00000BGf2TYAT,2025-12-23T14:37:05.000+0000,005OH00000BGf2TYAT,2025-12-23T14:37:05.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGSBuYAO,False,,24731115,0030A000001aFTeQAM,0010A00000AfEmVQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"***DDS*** 12/23/25
Name: Carly winch
Phone: 905-639-4287 x370
Agent code: W2246, 
Reference: KB0020738

Hi Carly, 

Thank you for contacting Workspace Support today regarding Disconnecting MFA

To recap our call for today:

We disconnected your MFA
You setup MS authenticator
You confimred loggin in, out and back in again.

Please let me know if you have any questions or if there is anything else I can assist with.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-23T14:13:43.000+0000,False,False,005OH00000BGeeHYAT,2025-12-23T14:08:54.000+0000,005OH00000BGeeHYAT,2025-12-23T14:22:28.000+0000,005OH00000BGeeHYAT,2025-12-23T14:22:28.000+0000,(905) 639-4287,,info@winchgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGTuNYAW,False,,24730978,0030A0000029lWsQAI,0010A000002w8gkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T14:04:39.000+0000,False,False,005OH000004pk06YAA,2025-12-23T14:04:39.000+0000,005OH000004pk06YAA,2025-12-23T14:04:39.000+0000,005OH000004pk06YAA,2025-12-23T14:04:39.000+0000,(416)240-9545,416-219-0222,joe@tailoredprotection.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGVEeYAO,False,,24731927,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T14:34:57.000+0000,False,False,005OH000007fgYjYAI,2025-12-23T14:34:57.000+0000,005OH000007fgYjYAI,2025-12-23T14:34:57.000+0000,005OH000007fgYjYAI,2025-12-23T14:34:57.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGWFVYA4,False,,24730305,003G0000018f6ZIIAY,0010A000002wOWNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ERR-P202 error,Medium,"*** DDS 05JAN2026 ***
details visible, closing case
*** DDS 23DEC2025 ***
user does not exist in Siebel/SF, was not able to confirm if policy is funded or not, states policy does not exist in IC, stated CSC was unable to provide details, policy issue date is today (DEC 23 2025), not escalating yet, sending user TPA form to get their own WS account, confirmed spelling of name ISRAT BRISTY, email adcpbarrett@gmail.com

***DDS*** 12/23/25
Name: Israt bristy
Phone: 902-983-2122
Agent code: 
Reference: KB0021789


Advisor name: CHRISTOPHER BARRETT

ASA went to the client details, product clicked on asset 411303183 and get ERR-P202 error

As per KB0021789 sent to L2 for escalation.

-------------------------------------EMAIL:
Hello Israt,

Thank you for contacting Workspace Support today regarding the ERR-P202 error that you were getting when viewing the seg fund discussed on our call. As mentioned, if you have questions regarding the policy while we are investigating the error, you can reach out to the Advisor Service Centre at 1-888-252-1847. Please see the attached Third-Party access form to be completed by the advisor or firm principle so you can get your own Workspace account. We will follow up when we hear back with a resolution to the error.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-05T14:14:11.000+0000,False,False,005OH000006wv2TYAQ,2025-12-23T13:34:03.000+0000,005OH00000BGeeHYAT,2026-01-05T14:14:11.000+0000,005OH000006wv2TYAQ,2026-01-05T14:14:11.000+0000,(902)220-1271,(902) 220-1271,chris@cpbarrettfinancial.com,(902)425-9518,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGWIlYAO,False,,24730862,003G0000018f6efIAA,0010A000002wOchQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,ISAM Group Issue - INC1946335,Medium,"*** DDS 23DEC2025 ***
ISAM correction complete, L1 to f/u with FR user
***DDS 2025-12-23***
User is trying to register for Workspace, but was getting prompted to enter an advisor code but is not an advisor.
DDS saw that user had incorrect ISAM group and escalated issue to L2 to be corrected.
 
================================================================================
****Email Chain**
Bonjour Kahina,

Nous avons des bonnes nouvelles pour vous! Notre équipe technique vient de nous informer que votre problème technique avec votre inscription à l’Espace Affaires devrait maintenant être réglé. Vous pouvez maintenant compléter votre inscription à l’Espace Affaires en suivant les mêmes étapes qu’avant.

Si vous rencontrez toujours des problèmes, n’hésitez pas à répondre à ce courriel ou à nous téléphoner et nous pourrons vous assister.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support 
Sent: December 23, 2025 9:17 AM
To: Benbarkat, Kahina <kbenbarkat@claudelegault.ca>
Subject: Inscription Espace Affaires - 24730862 - INC1946335

Bonjour Kahina,

Merci pour votre appel concernant votre inscription à l’Espace Affaires. Comme nous en avons discuté, nous avons donné ce problème d’inscription à notre équipe technique et nous vous informerons une fois qu’ils nous donnent une mise à jour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T14:10:48.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T14:00:23.000+0000,005OH00000AX0rVYAT,2025-12-23T16:13:18.000+0000,005OH00000AX0rVYAT,2025-12-23T16:13:18.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGXmfYAG,False,,24730460,0030A0000029kYhQAI,0010A000002w7t9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 23rd, 2025 ***
User had pending confirmation on SF. Followed KB0020858 to reset repnet password, and KB0020562 and reset the password after to sign in. Sign in successful. 
================
Bonjour Nancy,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à réinitialiser votre mot de passe RepNet et ensuite vérifier votre adresse courriel avant de pouvoir accéder au compte.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-23T14:15:49.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-23T13:41:40.000+0000,005OH00000AbJ7aYAF,2025-12-23T14:15:50.000+0000,005OH00000AbJ7aYAF,2025-12-23T14:15:50.000+0000,(819)797-1493X1,,mbedard@equipegfa.com,(819)797-0444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGaxTYAS,False,,24733273,0030A0000029UouQAE,0010A000002vusNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Address Update,Medium,"***DDS 2025-12-23***
User wanted to update address in our systems.
Call disconnected before more information could be gathered.
DDS tried to call back number on Siebel but got an office voicemail.
Note user gave DDS a terminated advisor code (20172).
 
================================================================================
****Email Chain**",True,2025-12-23T15:08:28.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T15:08:28.000+0000,005OH00000AX0rVYAT,2025-12-23T15:11:38.000+0000,005OH00000AX0rVYAT,2025-12-23T15:11:38.000+0000,(418)651-1607,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGdyaYAC,False,,24732798,003G0000018f6pRIAQ,0010A000002wOrAQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Training Request,Medium,"***DDS 2025-12-23***
User requested additional training on Workspace.
DDS responded and inquired on which aspects of Workspace user wants to focus on and tried to schedule a call.
 
================================================================================
****Email Chain**
Bonjour Patrick,

Nous avons reçu votre requête pour du support additionnel pour l’Espace Affaires. Vous pouvez répondre à ce courriel avec quelques aspects et outils de l’Espace Affaires que vous voulez d’aide avec et nous pourrons vous aider avec ces outils.

Vous pouvez aussi inclure 2-3 temps, dates et un numéro de téléphone pour que nous pouvons organiser un appel pour vous aider avec ces outils.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 22, 2025 4:28 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: PATRICK WARDA Topic: Soutien de l’Espace affaires Would you like additional training on Workspace/Salesforce?
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Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: PATRICK WARDA
Topic: Soutien de l’Espace affaires
Would you like additional training on Workspace/Salesforce? Oui
What can we help you learn more about in Workspace?:",True,2025-12-24T19:40:35.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T14:57:03.000+0000,005OH00000AX0rVYAT,2025-12-24T19:40:35.000+0000,005OH00000AX0rVYAT,2025-12-24T19:40:35.000+0000,(450)928-1321X4259,(514) 235-7005,info@quantumsf.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGfSTYA0,False,,24731521,0030A0000029nZQQAY,0010A000002wAPuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace unlock- err W1283,Medium,"************DDS********** 12/23/2025
User calling as they were getting error 1283 upon sign in. 
DDS verified user's account is locked.
User disconnected before DDS could authenticate. 
DDS called user back, authenticated and unlocked account
DDS assisted user with a password reset and user was able to sign in successfully.

ref: KB0021888


**************EMAIL CHAIN***********
Hello Maureen, 

     It was a pleasure assisting you unlock your account and get you back into workspace today. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T14:36:25.000+0000,False,False,005OH00000BFQFHYA5,2025-12-23T14:21:28.000+0000,005OH00000BFQFHYA5,2025-12-23T14:36:26.000+0000,005OH00000BFQFHYA5,2025-12-23T14:36:26.000+0000,(902)876-0375,(902) 877-7444,moebabin@gmail.com,(902)876-7156,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGfkHYAS,False,,24733075,003G0000018f6SEIAY,0010A000002wOOZQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1283,Medium,"KB0017399  - Directed user to reset password through self guided option. 
Mutual fund code is missing on Investment centre (started missing on Thursday) - Code: 21343 

Email: michelle@mcarthurfinancial.ca 
Mutual fund code- 21343
Code: W5324 
Name: Jay Doyle 

*****************************************************************
Good morning, Michelle

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding log in!
 
I'm glad I was able to direct you to the self guided option of resetting your password for Workspace so you can sign in successfully. 
In regards to the missing mutual fund code in Investment Center, please contact to quadrussecurityrequests@quadrusinvestment.com. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T15:39:45.000+0000,False,False,005OH00000BG5v4YAD,2025-12-23T15:04:04.000+0000,005OH00000BG5v4YAD,2025-12-23T15:39:45.000+0000,005OH00000BG5v4YAD,2025-12-23T15:39:45.000+0000,(204)947-5555,(204) 999-3449,jay@mcarthurfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGh6HYAS,False,,24735119,0030A0000029j6GQAQ,0010A000002w6fDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T15:46:12.000+0000,False,False,005OH0000030c5BYAQ,2025-12-23T15:46:12.000+0000,005OH0000030c5BYAQ,2025-12-23T15:46:12.000+0000,005OH0000030c5BYAQ,2025-12-23T15:46:12.000+0000,(519)536-9555,,jason.capobianco@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGiblYAC,False,,24733954,0030A0000029oDTQAY,0010A000002wAuWQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Access Issues,Medium,"*** DDS DEC/24/2025 ***
User is opting to call in/schedule a call.
We would need to authenticate the advisor directly.
On the call, we would need to update their email on workspace and set up authenticator for them again.
*****
NAME: YUN SHI
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 
PHONE: NA
EMAIL: shiyun@syfinancial.ca
 
ISSUE: 
User is trying to gain access to their workspace account
 
FINDINGS:
They are trying to have a new account created even though they already have one under an old email address. 
Associated cases:
24471630 
24457488 
24511131 
24410710 
24676801 - most recent case where Elise advised that the advisor must call in.
Based on previous cases, advisor is having trouble passing authentication which is why they must be choosing to bypass and try to create a new account.

 
TROUBLESHOOTING/RESOLUTION:
Advised that the advisor will need to call us and we can update the information on the account for them.
 
EMAIL:

--------------------------------------***DDS DEC/24/2025***--------------------------
Good morning, James and Connie,
James, it looks like I missed your follow up email yesterday before I left for the day but yes, I can answer your question. 
From the emails and the case notes, the issue here is that the advisor has a new email address that is not on file for their account, and they have also lost access to their authenticator. When we can speak to the advisor and confirm that they pass all authentication, we will update the email address on the workspace account and then disconnect the old authenticator and walk the advisor through setting up a new one on a device that they have access to. Like I mentioned previously we do have the option to do this on our backend system and these are actions that everyone of our workspace agents perform regularly.
Connie, yes, I can schedule a call with the advisor if they would prefer. I just need the best time and phone number that I can reach them at. I am available today until 1pm EST and next week from 9am-5pm EST everyday (excluding the 31st and 1st).
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

From: Leung, Connie <Connie.Leung@canadalife.com> 
Sent: December 23, 2025 3:34 PM
To: James Zhe <james.zhe@syfinancial.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com>; Vanduyvenvoorde, Duane <Duane.Vanduyvenvoorde@canadalife.com>; shiyun@syfinancial.ca; YUN SHI <info@syfinancial.ca>; Ng, Carol <Carol.Ng@CanadaLife.com>; Zhao, Penny <Penny.Zhao@canadalife.com>; Wang, Amber (Han Yi) <AmberHanYi.Wang@canadalife.com>
Subject: Re: [EXT] Re: Workspace Access Issues - 24733954
Hello Workspace Team,
Is it possible to have one dedicated person for advisor to call in and get this fixed?
If yes, please let us know who is th go to person so that advisor can schedule a day and time to connect and get this fixed.
Thanks 
Connie Leung CLU, CHS, 
MFA-P™️Philanthropy, 
Advanced Case Consultant-Insurance
Canada Life
Diverse Markets
Cell: (604)720-0778
From: James Zhe <james.zhe@syfinancial.ca>
Sent: Tuesday, December 23, 2025 12:10:31 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Leung, Connie <Connie.Leung@canadalife.com>; Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com>; Vanduyvenvoorde, Duane <Duane.Vanduyvenvoorde@canadalife.com>; shiyun@syfinancial.ca <shiyun@syfinancial.ca>; YUN SHI <info@syfinancial.ca>
Subject: [EXT] Re: Workspace Access Issues - 24733954 
 
Hi, Precious, thank you for this. . But before we get on a call, I and the advisor would like to hear how you are planning on resolving this? All I'm hearing right now is ""call us, pass the authentication, and we'll talk next steps"". . . 
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Hi, Precious, thank you for this.. But before we get on a call, I and the advisor would like to hear how you are planning on resolving this? 
All I'm hearing right now is ""call us, pass the authentication, and we'll talk next steps""... I'm sorry, but we can't waste further of our time if we cannot get a straight answer to our 2 questions we just asked (I just asked these two questions in my prior email but I can see in this email thread that you didn't directly respond to it... so I'll copy/paste what I asked earlier again):
1) a confirmation of clear understanding of the issue we are facing from the CL Workspace team
2) a written step by step resolution plan 
If you can't provide the above 2 information, I don't see how we can possibly get on another call with another randomly assigned Workspace tech support, where we need to go through the entire issue all over again. 
Thank you!
Sincerely,
James Zhe
Director,
 SY. Wealth
Licensed Insurance
 & Investment Representative
syfinancial.ca
825, 2777 Jow
 St Floor 8, Richmond, BC V6X 0V7 
Mobile: (604)
 353-7550
james.zhe@syfinancial.ca
Follow
 our practice on LinkedIn!
 
--------------------------------------***DDS DEC/23/2025***--------------------------   
Hello James,
I apologise for the complications in trying to resolve this case for you. 
I do see that there have been calls/emails in the past about Yun Shi’s Workspace access. However, the notes on file show that the caller could not pass authentication which is why we could not help them.
It is common that an advisor loses access to their account due to a change in email address, lost access to 2FA etc. We at the workspace team can update this information and grant access again but we must speak to the advisor for security reasons which is why all previous correspondences have requested a call from the advisor at their convenience.
We have previously received an escalation about this issue where someone at our team sent an email to Yun Shi to request a call from her to have the issue resolved but are still waiting for a response. I can schedule a call with Yun Shi to have this resolved and escalate if necessary. I would just need the best time and phone number I can call at.
Additionally, you mentioned that an agent from the Workspace team suggested that you can set up delegation for the advisor to their own business. Do you have a case number or name of the person you spoke with so that I can follow up with them? It would help with the call that is being scheduled. 
To prepare for the call, Yun Shi will need to have the following ready to pass authentication:
⦁	Advisor code(s)
⦁	Email that is on file (APEXA)
⦁	Address on file  (APEXA)
⦁	The phone number we have on file (APEXA)
Again, I apologise for all inconvenience and hope to resolve this for you as soon as possible.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com

From: Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com> 
Sent: December 23, 2025 2:10 PM
To: Vanduyvenvoorde, Duane <Duane.Vanduyvenvoorde@canadalife.com>
Cc: Leung, Connie <Connie.Leung@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] Re: Workspace Access Issues - 24733954
Hi Duane, 
Toni-Jill Acierto (she/her)
Learning Facilitation Specialist, Learning & Development
Insurance Solutions Distribution
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Great-West Life, London Life, and Canada Life market themselves under the Canada Life brand.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
From: James Zhe <james.zhe@syfinancial.ca> 
Sent: December 23, 2025 12:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>; Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com>; Leung, Connie <Connie.Leung@canadalife.com>; Keefer Jeng <keefer.jeng@syfinancial.ca>
Subject: [EXT] Re: Workspace Access Issues - 24733954
Hi there, Thanks for this. . . but its eems that we are going in circles here. The advisor DID call CL tech team, and this is the exact advise given to us from the last support phone call -- create an alternative delegate to the advisor under
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Hi there,
Thanks for this... but its eems that we are going in circles here. The advisor DID call CL tech team, and this is the exact advise given to us from the last support phone call -- create an alternative delegate to the advisor under Sophia Shi (shiyun@syfinancial.ca), because her existing account is not working (shiyun@shiyunfinancial.com) -- it DOES NOT WORK and we've attempted to work with your team for 6 months to resolve this. 
At this point, we'd like to escalate this issue ASAP to the directors of the workspace program -- it is frankly quite exasperating to be having the same conversation, the same resolutions, and then forcing us to call back everytime only to be given the same solutions that don't work. The delegate form was exactly what the last phone call and support team solution given to us when we called last week. And no, I'm sorry, but we cannot keep wasting time to call back again only to be told to do the same, and then be rebuffed by email that that solution given to us (third party delegate) doesn't apply and we need to call back again, because it is absolutely nonsense and doesn't solve the situation. 
Apologies for the exasperation! I have perhaps 40+ emails and phone call transcripts on this very same issue since July of this year with your team. 
Connie / Toni - we'd like an immediate escalation of this issue to your higher ups, since we have clients to serve and cannot keep wasting time going back and forth. Sorry for the exasperated response, not personally directed at you guys, hope you understand and Merry Christmas! 
Sincerely,
James Zhe
Director, SY. Wealth
Licensed Insurance & Investment Representative
syfinancial.ca
825, 2777 Jow St Floor 8, Richmond, BC V6X 0V7 
Mobile: (604) 353-7550
james.zhe@syfinancial.ca
Follow our practice on LinkedIn!

--------------------------------------***DDS DEC/23/2025***-------------------------- 
Hello James,
Thank you for contacting us at Workspace Support about Yun Shi’s access to workspace.
Please note that delegation cannot be provided to the advisor for their own business. One user cannot have two workspace accounts for the same association with Canada Life. 
I have looked at all the notes that we have on file for this case and the consensus is that we can update the account information when we speak to the advisor. Yun Shi already has a workspace account; she would need to contact us by phone (for authentication reasons) where we can update the email on that account and have the 2FA disconnected and set up again on a device that she has access to.
Please advise Yun Shi to call us at 1-888-999-4516 and anyone on Workspace will be happy to assist. Our team is available between the hours of 8am and 8pm EST Monday-Friday.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

From: James Zhe <james.zhe@syfinancial.ca> 
Sent: December 22, 2025 1:32 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; Acierto, Toni-Jill <Toni-Jill.Acierto@canadalife.com>; Leung, Connie <Connie.Leung@canadalife.com>
Cc: Keefer Jeng <keefer.jeng@syfinancial.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Re: Case#24471630 - Re: Workspace issue
Hi folks, As we've been trying to explain over the past 6 months -- Yun Shi's current workspace account email is tied to another email address - info@ syfinancial. ca, and when CL turned on 2FA, her 2FA authenticator is also tied to info@ syfinancial. ca
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Hi folks,
As we've been trying to explain over the past 6 months -- Yun Shi's current workspace account email is tied to another email address - info@syfinancial.ca, and when CL turned on 2FA, her 2FA authenticator is also tied to info@syfinancial.ca on another cell phone device that she has no access to.
Hence, our only solution right now is to create a ""delegate"" account for Yun Shi (Sophia Shi is her English name), under the email address shiyun@syfinancial.ca
So, please kindly help setup up a delegate access for Sophia Shi - shiyun@syfinancial.ca - and ignore the email shiyun@shiyunfinancial.ca
We've gone through this with the Workspace team and this is the only solution they can come up with. Please let us know when delegate access is done for Sophia Shi - shiyun@syfinancial.ca, as per the previously submitted form by Keefer.
@Acierto, Toni-Jill - could you help update your team on this, because we keep to be going in circles here and every time we get on a phone with CL team or distributions team, we had to re-explain the whole situation to them... quite exhausting at this point after 6 months. Really appreciate it and hope you understand! We logged all of our issues under the latest SR ticket - 24471630
I'm also cc'ing our wholesaler Connie Leung to escalate this to higher ups if needed. This needs to get resolved.
Sincerely,
James Zhe
Director, SY. Wealth
Licensed Insurance & Investment Representative
syfinancial.ca
825, 2777 Jow St Floor 8, Richmond, BC V6X 0V7 
Mobile: (604) 353-7550
james.zhe@syfinancial.ca
Follow our practice on LinkedIn!",True,2025-12-23T15:23:10.000+0000,False,False,005OH00000BGf2TYAT,2025-12-23T15:23:10.000+0000,005OH00000BGf2TYAT,2025-12-24T14:12:40.000+0000,005OH00000BGf2TYAT,2025-12-24T14:12:40.000+0000,(604)818-9678,(604) 818-9678,shiyun@shiyunfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGkNQYA0,False,,24737172,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T16:23:38.000+0000,False,False,005OH00000245RQYAY,2025-12-23T16:23:38.000+0000,005OH00000245RQYAY,2025-12-23T16:23:38.000+0000,005OH00000245RQYAY,2025-12-23T16:23:38.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGl1hYAC,False,,24742310,0030A0000029hzhQAA,0010A000002w5mGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T17:57:49.000+0000,False,False,005OH00000865wTYAQ,2025-12-23T17:57:49.000+0000,005OH00000865wTYAQ,2025-12-23T17:57:49.000+0000,005OH00000865wTYAQ,2025-12-23T17:57:49.000+0000,(403)209-4049,,steele@coveredbysteele.com,(403)265-8720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGmc2YAC,False,,24733115,003OH00000WaPDlYAN,001OH00000e15wfYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Application,Medium,"NAME: LUKAS OLACH 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H8565
PHONE: +1 905-536-5103 
EMAIL: lukasolach24@gmail.com 
 
ISSUE: 
Client signed the simple protect application but they were not able to sign it
60929201-6 

AUTHENTICATION (If Required):

 
FINDINGS:
 
 
TROUBLESHOOTING/RESOLUTION:
Called assist
Transferred to L2
 
EMAIL:
 
--------------------------------------***DDS DEC/23/2025***--------------------------
No email sent",True,2025-12-23T15:14:54.000+0000,False,False,005OH00000BGf2TYAT,2025-12-23T15:04:57.000+0000,005OH00000BGf2TYAT,2025-12-23T15:14:54.000+0000,005OH00000BGf2TYAT,2025-12-23T15:14:54.000+0000,(905)536-5103,,lukasolach24@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGn5BYAS,False,,24734696,0030A000002CnR0QAK,0010A000002zLDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Registration,Medium,"***DDS*** 12/23/25
Name: PAMELA yee 
Phone: 604-618-9353
Agent code:  D1251
Reference: KB0017316


Advisor name: Lawrence Chong

Hi Pamela,

Thank you for contacting Workspace Support today regarding MGA Registration

To recap our call for today:
We reset your User ID password.
You went through Registration
You setup MFA
Confirmed you can log in, log out and back in again.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com",True,2025-12-23T17:06:48.000+0000,False,False,005OH00000BGeeHYAT,2025-12-23T15:38:34.000+0000,005OH00000BGeeHYAT,2025-12-23T17:06:48.000+0000,005OH00000BGeeHYAT,2025-12-23T17:06:48.000+0000,(604)970-5565,,lchong@telus.net,(604)322-7891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGnWaYAK,False,,24736211,003G0000018f6jJIAQ,0010A000002wOjXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,"intake form requested 

**EMAIL**

Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Anne Crocker
Code: 27078

Please email it to Anne@loftwmg.ca",True,2025-12-23T16:06:47.000+0000,False,False,005OH0000071DK9YAM,2025-12-23T16:06:47.000+0000,005OH0000071DK9YAM,2025-12-23T16:06:48.000+0000,005OH0000071DK9YAM,2025-12-23T16:06:48.000+0000,(519)688-3450,(519) 983-0100,anne@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGnzXYAS,False,,24733963,003G0000018f6hRIAQ,0010A000002wOhhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Incorrect Name on Workspace,Medium,"***DDS 2025-12-23***
User contacted CSC as per case 24107679, and CSC seemed to change client's name from Peter C C Rumscheidt to Peter C Rumscheidt.
User still reports seeing Peter C C Rumscheidt on Workspace.
DDS confirmed that user can see that on Workspace, despite CoPilot now saying Peter C Rumscheidt.
DDS realized that only their CL account was updated and not their LL account.
DDS corrected the LL account on CIS to match the CL account.
 
================================================================================
****Email Chain**
Hello Terri,

Thank you for following up on your previous request. We’ve investigated this issue, and it seems like the account name has been changed on our backend system, but we can see that Peter’s account still displays to you as Peter C C Rumscheidt.

We’ve gone ahead and performed the necessary change on our end to complete this change from Peter C C Rumsheidt to Peter C Rumsheidt. Please note that it may take 2-4 business days before this change becomes visible to you in your Workspace account.

If you have any other Workspace related questions, feel free to reply to this email and we would love to assist you.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Terri Bent <terri@mmfp.ca> 
Sent: December 22, 2025 8:59 AM
To: Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com>
Cc: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Rumscheidt, Peter C - DOB: 25 Dec 1965 - Advisor: P Justin McDonough 12484 - Case 24107679

This is still not updated. Can someone please look at this and correct? Thank you! From: Terri Bent Sent: November 28, 2025 8: 06 AM To: Inforce life insurance (InforceLifeClientServiceLondon@ canadalife. com) <InforceLifeClientServiceLondon@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is still not updated.  Can someone please look at this and correct?  Thank you! 

 

 

From: Terri Bent 
Sent: November 28, 2025 8:06 AM
To: Inforce life insurance (InforceLifeClientServiceLondon@canadalife.com) <InforceLifeClientServiceLondon@canadalife.com>
Subject: Rumscheidt, Peter C - DOB: 25 Dec 1965 - Advisor: P Justin McDonough 12484 - Case 24107679 

Can you help by getting this client’s name corrected (remove one “C” in his name) - 60915417T?  Thank you! 

 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: November 27, 2025 5:55 PM
To: Terri Bent <terri@mmfp.ca>
Subject: RE: Rumscheidt, Peter C - DOB: 25 Dec 1965 - Advisor: P Justin McDonough 12484 - Case 24107679 

Hello Terri, Thank you for contacting the Workspace Support team regarding your client information issue. Unfortunately, to change this client’s name, you would have to contact the Client Service Cent 
sophospsmartbannerend 
Hello Terri, 

Thank you for contacting the Workspace Support team regarding your client information issue. 

Unfortunately, to change this client’s name, you would have to contact the Client Service Centre at 1-888-252-1847. Once they have processed this change, it should be reflected on Workspace within 2-3 business days. If after processing this change, you are unable to see it after 3 business days, feel free to reply to this email and we can investigate this issue further. 

If you have any other Workspace related questions, please reply to this email and we would love to assist you. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.     
   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions  

Link for more information on Simple Protect: SimpleProtect - Learning and support 

Regards, 
     
Justin L. 
Distribution Digital Support Specialist   
Distribution Digital Support   
Canada Operations  
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com  
    
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X  
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.  
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.  



From: Terri Bent <terri@mmfp.ca> 
Sent: November 26, 2025 9:22 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Rumscheidt, Peter C - DOB: 25 Dec 1965 - Advisor: P Justin McDonough 12484 

Please remove the “C” in first name. Thank you! https: //workspace. canadalife. com/workspace/s/account/0010A00000AfdCdQAJ/peter-c-rumscheidt TERRI BENT, ACS | EXECUTIVE ASSISTANT MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 6174 Quinpool 

Please remove the “C” in first name.  Thank you! 

https://workspace.canadalife.com/workspace/s/account/0010A00000AfdCdQAJ/peter-c-rumscheidt 

 

TERRI BENT, ACS | EXECUTIVE ASSISTANT 
MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 
6174 Quinpool Road  Halifax  NS  B3L 1A3  
Work:  902.431.7526 x8 |  Fax: 902.431.9514 
terri@mmfp.ca 
www.matthewsmcdonough.com <http://www.matthewsmcdonough.com>   

""If you no longer want to receive these messages, click the word unsubscribe to email a request to me."" 

Looking for quick access to info about your investments, savings, and insurance products? 
  
Register for My Canada LifeTM today to find everything in one convenient place! 
Visit: canadalife.com   

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-29T15:23:07.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T15:23:22.000+0000,005OH00000AX0rVYAT,2025-12-29T15:23:07.000+0000,005OH00000AX0rVYAT,2025-12-29T15:23:07.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGoVvYAK,False,,24737993,003OH00000BqMW4YAN,001OH00000EEOwyYAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Email change,Medium,"KB0023058  - User requested to update email address. Authenticated (rotation 2) 

Old Email: quan.pham@ascendantfinancial.ca 
New Email: quan.pham@veritylifesolutions.com 
Code: H1232

******************************************************************
Good morning, Quang

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your email!
 
I'm glad I was able to assist you with updating your email address from quan.pham@ascendantfinancial.ca to quan.pham@veritylifesolutions.com. This is your new email address you will use to sign into Workspace from now on.  
 
If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T16:51:38.000+0000,False,False,005OH00000BG5v4YAD,2025-12-23T16:38:46.000+0000,005OH00000BG5v4YAD,2025-12-23T16:51:38.000+0000,005OH00000BG5v4YAD,2025-12-23T16:51:38.000+0000,(780)809-4599,,quan.pham@veritylifesolutions.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGrv4YAC,False,,24734021,0030A0000029ZorQAE,0010A000002vz3AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up on INC1945869,Medium,Advisor wants to speak with Jason. They are looking for an update.,True,2025-12-23T15:37:29.000+0000,False,False,005OH00000BFiyTYAT,2025-12-23T15:24:53.000+0000,005OH00000BFiyTYAT,2025-12-23T15:37:29.000+0000,005OH00000BFiyTYAT,2025-12-23T15:37:29.000+0000,(403)279-4418,,brad@clearvistaadvisory.ca,(403)290-7276,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGsj4YAC,False,,24735323,003G0000018f7ENIAY,0010A000002wPJAQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue Report,Medium,"*** DDS Dec 23rd, 2025 ***
User wanted to merge two accounts with different names. Followed KB0020913 to change CIS account name for 7655537464 to have ""E"" as middle name
=================
Good morning Theresa,

Thank you for contacting Workspace Support to report a merge issue for client Stephen E Heise for policies 40256854, 41135068, F010543261 and 310080309.
 
The information has been updated to match both accounts and the accounts should have the prompt to merge on Workspace in the next 2-3 business days.
 
If you have other questions or if the issue persists, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today with this merge issue. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

This is an alert to let you know that Theresa Vo (theresa.vo@canadalife.com) has submitted a merge issue.
 
Client details:
First name: STEPHEN
Middle name (if applicable): E
Last name: HEISE
DOB: January 13, 2025
Policy Number(s): 40256854,41135068,F010543261,310080309
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000BIRReQAP/stephen-e-heise?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000BuMgoQAF/stephen-e-heise?tabset-15dae=3
URL 3: 
URL 4: 
Additional details:",True,2026-02-05T20:38:55.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-23T15:49:42.000+0000,005OH00000AbJ7aYAF,2026-02-05T20:38:55.000+0000,005OH00000AbJ7aYAF,2026-02-05T20:38:55.000+0000,(905)939-9666,(416) 894-9603,norman@broadfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGt2QYAS,False,,24734582,003G0000018f6cqIAA,0010A000002wOa8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T15:36:48.000+0000,False,False,005OH000002N6huYAC,2025-12-23T15:36:48.000+0000,005OH000002N6huYAC,2025-12-23T15:36:49.000+0000,005OH000002N6huYAC,2025-12-23T15:36:49.000+0000,(450)378-4100,(579) 594-4100,robert@sfrjones.com,(450)378-4411,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGtVSYA0,False,,24734438,003G000001VtJBwIAN,0010A000002wShiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue Report,Medium,"*** DDS 23DEDC2025 ***
emailed CIS to merge
*** DDS Dec 23rd, 2025 ***
User wants to merge two company accounts with same info. Escalated to L2 so that CIS team can merge them. Followed KB0016004.

-----------------------EMAIL:
Hello CIS team!

Can you please merge the following two CL accounts?

o	Company Name: 1973753 ONTARIO LIMITED
o	Policy #'s: 60908284P, 60578021T
o	CIS Client ID’s: 1738059374, 4813037224

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Thank you 😊 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
-------------------------
Hello Matthew,

Thank you for contacting Workspace Support regarding the merge issue below. I’ve amended the user’s accounts in our system; you should find that the accounts merge automatically in 2-4 business days. If they haven’t merged after that time, please reach out and I’ll investigate further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 11, 2025 12:19 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission - 24734438

This is an alert to let you know that Matthew Albiani (malbiani@ stratumadvisorygroup. com) has submitted a merge issue. Client details: First name: Middle name (if applicable): Last name: DOB: Policy Number(s): 60908284P,60578021T Merge details: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Matthew Albiani (malbiani@stratumadvisorygroup.com) has submitted a merge issue.
 
Client details:
First name: 
Middle name (if applicable): 
Last name: 
DOB: 
Policy Number(s): 60908284P,60578021T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/asset/02i5o0000014YMgAAM/60578021t
URL 2: https://workspace.canadalife.com/workspace/s/asset/02iOH00000GxmAsYAJ/60908284p
URL 3: 
URL 4: 
Additional details:",True,2025-12-23T16:40:47.000+0000,False,False,005OH000006wv2TYAQ,2025-12-23T15:34:10.000+0000,005OH00000AbJ7aYAF,2025-12-23T16:40:47.000+0000,005OH000006wv2TYAQ,2025-12-23T16:40:47.000+0000,(416)792-7244,,malbiani@stratumadvisorygroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGxZ8YAK,False,,24737015,003OH00000VWEioYAH,001OH00000cRT3MYAW,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Missing policy,Medium,"*** DDS Dec 23rd, 2025 ***
User cannot find a client. KB0015376 followed. Found client page on Workspace and sent email with image and asking if maybe it's another policy that does not appear.
================
Good morning Nash,

Thank you for contacting Workspace Support about a missing client on Workspace.

When accessing your Workspace account, there is a page for client Ethan Medwid:

 

If it is another policy of his that does not appear, could you give us more details? What would be the policy number, what type of policy is it, when was it started?
If the policy you are searching does not appear and you have sent an application recently, you can contact NBInquiry.Team2@canadalife.com to inquire about the application being processed.
Do let us know if the issue persists. You can also call us at 1-888-999-4516 and an agent will help you gladly.

I’m glad I was able to assist you today with this missing client issue. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,",True,2025-12-23T16:20:41.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-23T16:20:41.000+0000,005OH00000AbJ7aYAF,2025-12-23T16:26:09.000+0000,005OH00000AbJ7aYAF,2025-12-23T16:26:09.000+0000,(204)578-5500,,nash@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGxnbYAC,False,,24734679,0035o000006nNVVAA2,0015o000007OMzxAAG,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Trade Follow up/rejections,Medium,requested to cancel trade.,True,2025-12-23T15:47:05.000+0000,False,False,005OH000006uYrkYAE,2025-12-23T15:38:15.000+0000,005OH000006uYrkYAE,2025-12-23T15:47:05.000+0000,005OH000006uYrkYAE,2025-12-23T15:47:05.000+0000,(647)802-7726,,jen@santorofinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGzUVYA0,False,,24739848,0030A0000029p0qQAA,0010A000002wBYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Frequency of client statements,Medium,"Issue: Frequency of client statements
Advisor or Support Staff: advisor
Email: support@chandsfinancial.com
KBA used:  KB0021540
Findings: provided guidance on how to confirm statements availability 
Troubleshooting steps involved :provided guidance on how to confirm statements availability 
======================emails=========================
Hi Arun, 

Statements are typically sent to clients bi-annually. You can confirm this information by either calling Client Service or using the Relay chat.

You can reach the Client Service Centre at 1-888-252-1847.
Hours of Operation: Monday to Friday, 8:00 a.m. – 6:00 p.m. EST.

If you prefer to chat with an agent, go to the Support tab in your Workspace account and select the I’m looking to chat with an agent online tile.

If you want to know what products support digital client statements in Workspace for advisors and members of their support staff, please click on this link: https://www.acp.canadalife.com/updates/updates-mga-na.html

Then, scroll down to the ""Manage Clients"" section and open the relevant section (Insurance or Wealth):

 

If you have any additional question, don’t hesitate to communicate with us. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Support chandsfinancial <support@chandsfinancial.com> 
Sent: Monday, December 22, 2025 4:35 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Arun Chand <arun@chandsfinancial.com>
Subject: [EXT] Clarification on Investment Statement Frequency

Hi Team, Could you please confirm how often investment statements are sent to our clients? Understanding the statement schedule will help us stay updated and ensure we maintain consistent communication with them. Thank you for your guidance. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Team,
Could you please confirm how often investment statements are sent to our clients? Understanding the statement schedule will help us stay updated and ensure we maintain consistent communication with them.

Thank you for your guidance.

From the Office of,
ARUN CHAND
Business | Family - Independent Life Licensed Advisor  
Address: 107-7565 132 Street, Surrey BC V3W 1K5
Email: arun@chandsfinancial.com
Website: www.chandsfinancial.com
Cell Phone Office:778-990-8234| Fax: 604-647-0631
Cell Phone Arun: 604-506-8234
📅Connect with me on Teams:
https://teams.live.com/meet/93727073815618?p=3H3XAsGjyEHCKKwPB1

“Kindly share your feedback by reviewing us on our Google Business page: Chands Financial”",True,2025-12-23T17:13:31.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T17:13:31.000+0000,0055o000001zVCKAA2,2025-12-23T17:14:13.000+0000,0055o000001zVCKAA2,2025-12-23T17:14:13.000+0000,(604)506-8234,,arun@chandsfinancial.com,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iGze7YAC,False,,24735453,003G0000018f6dwIAA,0010A000002wObyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign on while switching over to new device.
**************
Hi Dennis , thank you for contacting the workspace support today.

To recap our call, you were having some difficulties signing onto workspace while you switched over your computers , I was able to send you a 

password reset and you were able to sign on with some troubleshooting.


If you are having any issues, please let me know in your response
We would love to hear your feedback, I would appreciate if you could fill out this survey 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T16:09:31.000+0000,False,False,005OH00000BFQFCYA5,2025-12-23T15:52:23.000+0000,005OH00000BFQFCYA5,2025-12-23T16:09:31.000+0000,005OH00000BFQFCYA5,2025-12-23T16:09:31.000+0000,(613)384-5510,(613) 484-2466,dennis@monarch-financial.ca,(613)384-3037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iH0YaYAK,False,,24737350,003G0000018f6YmIAI,0010A000002wOVrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T16:26:29.000+0000,False,False,005OH00000245RQYAY,2025-12-23T16:26:29.000+0000,005OH00000245RQYAY,2025-12-23T16:26:29.000+0000,005OH00000245RQYAY,2025-12-23T16:26:29.000+0000,(514)931-4242,(514) 892-2586,andre@abservicesfinanciers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000245RQYAY,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iH73pYAC,False,,24737599,0030A0000029iQFQAY,0010A000002w69gQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Raised From escalations - Statement Inquiry,Medium,"***DDS SL Dec 23 2025***

Raised from escalations - caller inquiring about specific statement information that we cannot speak to 
Was directed by Jackie Radix 

===Email Chain===

 Good morning Jim, 

This is Kevin, Service Leader from the Canada Life Workspace Support team, reaching out regarding your recent inquiry pertaining to client statements. 
We are happy to assist you with this matter.

You are able to access client year end statements directly through Workspace from the individual client’s profile, however the statements for 2025 are not yet available to view. While there is not a concrete date of availability, these will typically be available in mid January of the following year. 

You did mention that you are no longer able to access your own statements. Are these statements not populating for you through FASAT Web? 
For support with FASAT Web statements, please connect with Fieldcommissions@canadalife.com for support. 

If you have additional questions or require further support, or if we did not fully capture your questions, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help me improve my ability to serve you in the future. All feedback is welcome and appreciated!

Thank you and have a great day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Good morning Jeff, 

Thank you for reaching out to the Workspace Escalations team. 
We are glad to assist you in this matter. 

We will reach out directly to Jim through our advisor facing inboxes. 
Please note that the Workspace Escalations inbox is not directly advisor facing, and we do request that all communications including advisors are sent to Workspacesupport@canadalife.com or CLWorkspacesupport@canadalife.com. 

If you have additional questions or require further support, please do not hesitate to let us know.
Thank you and have a great day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Van Hoeve, Jeff <Jeff.VanHoeve@canadalife.com> 
Sent: December 23, 2025 7:39 AM
To: Flynn, Michael <Michael.Flynn@canadalife.com>; WorkspaceEscalations <WorkspaceEscalations@canadalife.com>; Schumilas Sr., Jim <jimschumilassr@gmail.com>
Subject: Re: [EXT] commission

Hi Jim.  WorkspaceEscalations will help you with access to client and comp statements.

Jeff Van Hoeve
SVP Business Integrations
Canada Life
________________________________________
From: jimschumilassr@gmail.com <jimschumilassr@gmail.com>
Sent: Sunday, December 21, 2025 12:31:43 PM
To: Flynn, Michael <Michael.Flynn@canadalife.com>; Van Hoeve, Jeff <Jeff.VanHoeve@canadalife.com>
Subject: [EXT] commission 
 
Mike/Jeff On the partner series where a client gets a reduced commission is there any where I can see what the comm is? The starting comm for the stnd and pref series is 0. 6% and then knocked up by the over ride which depends on volume at the
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 

Report Suspicious 

 
ZjQcmQRYFpfptBannerEnd
Mike/Jeff
On the partner series where a client gets a reduced commission is there any where I can see what the comm is? The starting comm for the stnd and pref series is 0.6% and then knocked up by the over ride which depends on volume at the end of either March or Apr(can you tell me which mon end it is calc on)---some of my clients are in the partner series which has the comm discounted---I know it shows on the statements but unfortunately I no longer have access to the statements---can I access the client year end statements?
 
If you do not know the answer to these questions please forward to someone who does
 
Thank You
 
Jim Schumilas Sr, P.ENG
644 Pineridge Road 
Waterloo On  N2L 5J9
Phone---519-884-9710
E-Mail-----jimschumilassr@gmail.com 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
 
Hi,
@WorkspaceEscalations is the best support for Jim. They’ll be able to investigate and get back to Jim directly.

Thanks! 


Jacqueline (Jacquie) Radix (she/her)
AVP, Digital Enablement, Advisor Experience
Jacqueline.radix@advicecanada.com
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.

________________________________________
From: Flynn, Michael <Michael.Flynn@canadalife.com>
Sent: Monday, December 22, 2025 8:05:41 AM
To: O'Hara, Brian <Brian.Ohara@quadrusinvestment.com>; Paton, Nat <Natalie.Paton@canadalife.com>
Cc: Radix, Jacqueline <Jacqueline.Radix@advicecanada.com>; Van Hoeve, Jeff <Jeff.VanHoeve@canadalife.com>
Subject: FW: [EXT] commission 
 
Copying in Nat and Brian, if not on the seg client statements I think GDC is on the Investment Centre statements. Hoping either Nat or Brian can help Jim out.
 
Thank you 
 
From: Van Hoeve, Jeff <Jeff.VanHoeve@canadalife.com> 
Sent: December 21, 2025 5:25 PM
To: Radix, Jacqueline <Jacqueline.Radix@advicecanada.com>; Flynn, Michael <Michael.Flynn@canadalife.com>
Subject: Fw: [EXT] commission
 
Hi Jackie.  Jim should be able to see client seg fund statements on workspace, right?
 
Jeff Van Hoeve
SVP Business Integrations
Canada Life
________________________________________
From: jimschumilassr@gmail.com <jimschumilassr@gmail.com>
Sent: Sunday, December 21, 2025 12:31:43 PM
To: Flynn, Michael <Michael.Flynn@canadalife.com>; Van Hoeve, Jeff <Jeff.VanHoeve@canadalife.com>
Subject: [EXT] commission 
 
Mike/Jeff On the partner series where a client gets a reduced commission is there any where I can see what the comm is? The starting comm for the stnd and pref series is 0. 6% and then knocked up by the over ride which depends on volume at the
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious 
 
 
ZjQcmQRYFpfptBannerEnd
Mike/Jeff
On the partner series where a client gets a reduced commission is there any where I can see what the comm is? The starting comm for the stnd and pref series is 0.6% and then knocked up by the over ride which depends on volume at the end of either March or Apr(can you tell me which mon end it is calc on)---some of my clients are in the partner series which has the comm discounted---I know it shows on the statements but unfortunately I no longer have access to the statements---can I access the client year end statements?
 
If you do not know the answer to these questions please forward to someone who does
 
Thank You
 
Jim Schumilas Sr, P.ENG
644 Pineridge Road 
Waterloo On  N2L 5J9
Phone---519-884-9710
E-Mail-----jimschumilassr@gmail.com 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-23T16:31:08.000+0000,False,False,005OH000001yNnaYAE,2025-12-23T16:31:08.000+0000,005OH000001yNnaYAE,2025-12-23T16:31:08.000+0000,005OH000001yNnaYAE,2025-12-23T16:31:08.000+0000,(519)884-9710,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iH7zpYAC,False,,24736181,0030A0000029YutQAE,0010A000002vyGrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Account unlock and password reset,Medium,"LORA KWAN JAN KWAN
Advisor needed help for password reset and account unlock. After authentication, account unlocked and link sent.

Hello Lora,

Thank you for calling workspace support. I am so happy to take your call today. 

In our today’s call, you needed assistance with unlocking your account. After authentication, I unlock your account. Then I sent you a password reset link. You were able to create new password.
I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T16:14:01.000+0000,False,False,005OH00000BFiyTYAT,2025-12-23T16:06:05.000+0000,005OH00000BFiyTYAT,2025-12-23T16:14:01.000+0000,005OH00000BFiyTYAT,2025-12-23T16:14:01.000+0000,(416)803-6686,(416) 803-6686,lorakwan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHAUfYAO,False,,24736746,0030A0000029czRQAQ,0010A000002w1a8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"KB0020858 - advisor unable to sign in to workspace.  access is locked, unlock the access and advisor was a be to reset password. she can sign in to workspace but decided to go through with it at the later time as she was in a hurry.

===================

Hi Tracy,

Thank you for contacting the workspace support about not able to sign in to workspace.

We have identified that your access has been locked and we have successfully unlocked it for you. You were able to reset your password to workspace and able to sign in this time however since you are in a hurry we could not try to use the code from your multi-factor authenticator. If you need further assistance, please don’t hesitate to call us back to better assist you.

Appreciate your patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-23T16:35:57.000+0000,False,False,005OH00000BFPZHYA5,2025-12-23T16:15:51.000+0000,005OH00000BFPZHYA5,2025-12-23T16:45:03.000+0000,005OH00000BFPZHYA5,2025-12-23T16:45:03.000+0000,(905)415-1426Xx2273,,tracy.tay@sunlife.com,(905)760-0712,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHF9RYAW,False,,24738647,003G0000018f78uIAA,0010A000002wPCDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace password reset err- W1281,Medium,"***********DDS********* 12/23/2025
User needed some assistance getting back onto workspace as they were getting error code 1281.
DDS authenticated and assisted user with a password reset

ref: KB0021888


***************EMAIL CHAIN**************

Hello Robert, 

    It was a pleasure assisting you reset your password and get back into workspace today. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T17:09:45.000+0000,False,False,005OH00000BFQFHYA5,2025-12-23T16:51:11.000+0000,005OH00000BFQFHYA5,2025-12-23T17:09:45.000+0000,005OH00000BFQFHYA5,2025-12-23T17:09:45.000+0000,(519)587-2972,,bob.hampson@adkinsfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHFnjYAG,False,,24741121,0030A000004r2qgQAA,0010A000005cmgwQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Sign on,Medium,"Advisor unable to sign into workspace.
*****************
Hi Nathan   , thank you for contacting the workspace support today.

To recap our call, I assisted you with unlocking your account to sign into Workspace , I had you reset your password, and you were able to successfully sign in.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T17:38:47.000+0000,False,False,005OH00000BFQFCYA5,2025-12-23T17:35:55.000+0000,005OH00000BFQFCYA5,2025-12-23T17:44:37.000+0000,005OH00000BFQFCYA5,2025-12-23T17:44:37.000+0000,(905)348-2474,,nathanlinwood@brylafinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHG2IYAW,False,,24742334,003G000001C1RluIAF,0010A000002wQRwQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login error ERR-W1283,Medium,"QI HUA LIANG
C9776
Advisor needed assistance with account unlock and password reset. After authentication, Unlocked account and reset password link sent.

Hello Angela,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with account unlock. After authentication, your account was unlocked. I sent you a password reset link for workspace. You changed the password, and this allows you to login successfully.

 I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T18:11:59.000+0000,False,False,005OH00000BFiyTYAT,2025-12-23T17:58:15.000+0000,005OH00000BFiyTYAT,2025-12-23T18:11:59.000+0000,005OH00000BFiyTYAT,2025-12-23T18:11:59.000+0000,(905) 513-1818,,angelaqhliang@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHHBBYA4,False,,24738029,0035o000007X1aqAAC,0015o000008DXITAA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue Same Company,Medium,"***DDS 2025-12-23***
CIS merged the accounts.
DDS notified user of change.

***DDS 2025-12-23***
User wanted to merge 2 accounts.
DDS found that accounts were from same company so submitted a request to CIS to merge the accounts.
 
================================================================================
****Email Chain**
Hello Emily,

Thank you for contacting the Workspace Support team regarding your merge issue.

We’ve gone ahead and performed the necessary changes on our system, and the accounts should be merged in 2-4 business days. If you still do not see that the accounts are merged after 4 business days, feel free to reply to this email and we would love to investigate this issue further.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Justin L.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Emily Lonie <emily@makeaplanfinancial.ca> 
Sent: December 11, 2025 4:29 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Lonie, Cathy <cathy@makeaplanfinancial.ca>
Subject: [EXT] Duplicate entries - Ruby Andrews - Case 24738029

Can you please merge these two duplicate entries? Ruby Andrews https: //workspace. canadalife. com/workspace/s/account/001OH00000bswGMYAY/ruby-m-andrews https: //workspace. canadalife. com/workspace/s/account/001OH00000bt2NUYAY/ruby-andrews Best,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Can you please merge these two duplicate entries?
Ruby Andrews
https://workspace.canadalife.com/workspace/s/account/001OH00000bswGMYAY/ruby-m-andrews
https://workspace.canadalife.com/workspace/s/account/001OH00000bt2NUYAY/ruby-andrews
Best,
Emily 
 	Emily Lonie
Investments & Insurance Broker
emily@makeaplanfinancial.ca 
778-870-4137
www.makeaplanfinancial.ca",True,2025-12-23T16:44:57.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T16:39:30.000+0000,005OH00000AX0rVYAT,2025-12-23T16:44:57.000+0000,005OH00000AX0rVYAT,2025-12-23T16:44:57.000+0000,(778)870-4137,,emily@makeaplanfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHKIoYAO,False,,24740241,0030A0000029e8zQAA,0010A000002w2Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T17:21:09.000+0000,False,False,005OH000004pk06YAA,2025-12-23T17:21:09.000+0000,005OH000004pk06YAA,2025-12-23T17:21:09.000+0000,005OH000004pk06YAA,2025-12-23T17:21:09.000+0000,(905)799-2470,416-300-7393,sandhumanjitsingh@yahoo.ca,(905)799-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHKIrYAO,False,,24742336,003G0000018f6vwIAA,0010A000002wOxoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User submitted REQ under wrong client page in Workspace,Medium,"Issue: User submitted REQ under wrong client page in Workspace
Advisor or Support Staff: support staff
Email: andrea@rklifestrategies.ca
KBA used: KB0016559 
Findings: User submitted req under wrong client page in Workspace but the modification was done under the correct client in IC
Troubleshooting steps involved: provided steps as per KB0016559 

======================emails==============================
Hi Andrea, 

Thank you for contacting Workspace Support for your service request issue. 

It looks like the wealth policy service request was submitted under the wrong client file. Please take the following steps:

1.	As a precaution, contact your Advisor Services Representative (ASR).

This is to confirm whether the request needs to be cancelled and resubmitted. It cant be done from Workspace. 

Make sure to include the REQ# in your call or email.

2.	Delete the incorrect PDF attachment in Workspace:

o	Click on the file you want to remove.
o	Select the drop-down arrow.
o	Choose Delete.

 


Note: This will remove the physical file from Workspace but will not cancel the service request (REQ).


Let us know if you have any additional question or any other issue. 

Have a wonderful day. 

Your feedback is essential for my continuous improvement. To help me elevate your experience with my service, please take a minute to complete the quick 5 second survey - Click here to help me reach new heights : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 







From: Andrea Penner <andrea@rklifestrategies.ca> 
Sent: Monday, December 22, 2025 3:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Knabenschuh, Richard (RK Life Strategies Inc) <RICHARD@RKLIFESTRATEGIES.CA>
Subject: [EXT] Submission under wrong client
Importance: High

Client: Roger Breakspear WS REQ 2964231 Redemption from TFSA – REF # 1821092710 - Wire order cross ref # A91P393 ------------------------ Hello Vivian and Workspace Teams The attached request (documents) was submitted in error under Roger
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Client: Roger Breakspear 
WS REQ 2964231
Redemption from TFSA – REF # 1821092710  - Wire order cross ref # A91P393 
------------------------

Hello Vivian and Workspace Teams


The attached request (documents) was submitted in error under Roger Goulet and not the actual client Roger Breakspear.  The request was entered correctly on Investment Centre – simply incorrectly aligned when submitted.

Can you please ensure it is aligned correctly with Roger Breakspear? 

 


Regards, 
Andrea Penner
Office Manager, RK Life Strategies Inc

Address: 10 Dunlop Drive   Unit D    St Catharines, Ontario    L2R1A2
Phone: (905) 682-7722  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. 

Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”.  Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period.  In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.",True,2025-12-23T17:58:16.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T17:58:16.000+0000,0055o000001zVCKAA2,2025-12-23T17:59:00.000+0000,0055o000001zVCKAA2,2025-12-23T17:59:00.000+0000,(905)682-7722,(905) 736-1353,richard@rklifestrategies.ca,(905)682-7722,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHMHJYA4,False,,24738997,003G0000018f762IAA,0010A000002wP9MQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Can't send an email to a specific Canada life email address,Medium,"Unable to send an email to LLinscallcentre@canadalife.com, tried to check the email address on our file and cant find the specific email address. ASA confirm that their concern is specific to a death claim, provided HeadOffice.DeathClaimsAdm@canadalife.com instead.
====================

Hi Debbie,

Thank you for contacting the workspace support about an email not going through after sending it to a Canada Life email address.

We have identified that the email address LLinscallcentre@canadalife.com is not an active email address and your concern was specific to a death claim status. We have referred you over to send an email to HeadOffice.DeathClaimsAdm@canadalife.com instead as it should be the appropriate tea to reach out for death claim status.

We appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-23T17:11:39.000+0000,False,False,005OH00000BFPZHYA5,2025-12-23T16:57:34.000+0000,005OH00000BFPZHYA5,2025-12-23T17:23:45.000+0000,005OH00000BFPZHYA5,2025-12-23T17:23:45.000+0000,(705)325-2233,,dave@whelannorth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHMKaYAO,False,,24740012,0030A0000029q57QAA,0010A000002wCPGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T17:16:38.000+0000,False,False,005OH000003ds0PYAQ,2025-12-23T17:16:38.000+0000,005OH000003ds0PYAQ,2025-12-23T17:16:38.000+0000,005OH000003ds0PYAQ,2025-12-23T17:16:38.000+0000,(613)968-6751X1025,(613) 885-9335,liseallin.ceo@gmail.com,(613)968-2845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHNv6YAG,False,,24742807,0030A0000029ltzQAA,0010A000002w8xOQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T18:06:30.000+0000,False,False,0055o000001NWfMAAW,2025-12-23T18:06:30.000+0000,0055o000001NWfMAAW,2025-12-23T18:06:30.000+0000,0055o000001NWfMAAW,2025-12-23T18:06:30.000+0000,(905)754-3539,4168936198,ellenshi22@hotmail.com,(905)479-2144,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHO1RYAW,False,,24740044,0030A0000029q57QAA,0010A000002wCPGQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T17:17:12.000+0000,False,False,005OH000003ds0PYAQ,2025-12-23T17:17:12.000+0000,005OH000003ds0PYAQ,2025-12-23T17:17:12.000+0000,005OH000003ds0PYAQ,2025-12-23T17:17:12.000+0000,(613)968-6751X1025,(613) 885-9335,liseallin.ceo@gmail.com,(613)968-2845,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHOB8YAO,False,,24741130,0030A0000029oDNQAY,0010A000002wAuQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T17:36:04.000+0000,False,False,005OH0000030c5BYAQ,2025-12-23T17:36:04.000+0000,005OH0000030c5BYAQ,2025-12-23T17:36:04.000+0000,005OH0000030c5BYAQ,2025-12-23T17:36:04.000+0000,(905)682-7292,(905) 401-8372,,(905)682-9443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHOz3YAG,False,,24739506,003OH00000TN9I6YAL,001OH00000Zm0XuYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Constellation - Advisor profile and preferences must be setup,Medium,"Caller Issue: Constellation - Advisor profile and preferences must be setup
Advisor or Support Staff: Advisor
Email: jacklyn@changinglanesfinancial.ca
KBA used: KB0023432
Findings:User needs to setup their preferences
Troubleshooting steps involved: providing steps to setup preferences as per KBA

====================emails===========================
Hi Jacklyn, 

Thank you for contacting Workspace Support for your Constellation issue. 

To resolve this issue, please use the steps below. 

 
A)	Navigate to Advisor Profile on the left-hand menu and search for the advisor name (full name may not return results - try first name or last name only)

 

B)	Click on the Advisor Repcode button to expand the repcode list, then click on the right arrow for the advisor you want to configure. The following pop-up will appear

 

C) Fill out the necessary fields (email, number, centre, fee), then click on Save
D) Do this for each repcode the advisor uses (e.g. mutual and seg fund repcodes)
E) Make sure the advisor is checked as an owner or co-owner

Note: If the repcode is shared, preferences will need to be set for all co-owners to allow Start Constellation to work

This should resolve your issue. 

Let us know if you have any other question or issue. 

Have a wonderful day!

Your feedback is essential for my continuous improvement. To help me elevate your experience with my service, please take a minute to complete the quick 5 second survey - Click here to help me reach new heights : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Jacklyn Lane <jacklyn@changinglanesfinancial.ca> 
Sent: Monday, December 22, 2025 2:27 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Question re constellation

Hi there, I’m working in constellation but once I click “start constellation” I keep getting bounced back to enter advisor profile info. Can you help please? Jacklyn Lane MBA LLQP IFC Financial Security Advisor Changing Lanes Financial, Partner
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there, 

I’m working in constellation but once I click “start constellation” I keep getting bounced back to enter advisor profile info. 

 

Can you help please? 
 
Jacklyn Lane MBA LLQP IFC
Financial Security Advisor
Changing Lanes Financial, Partner
Investment Representative
Quadrus Investment Services Ltd.

416-892-0790
https://www.changinglanesfinancial.ca",True,2025-12-23T17:07:42.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T17:07:17.000+0000,0055o000001zVCKAA2,2025-12-23T17:07:42.000+0000,0055o000001zVCKAA2,2025-12-23T17:07:42.000+0000,(416)892-0790,,jacklyn@changinglanesfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHPtcYAG,False,,24741895,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/23*
----------------
SHAWN FLANNIGAN
i am trying to register for workspace in MGA
f1350
84827
652296
20226
d1744
3268182132
40816

reset pw in ISAM and emailed
walked through repnet password reset process
walked through workspace registration 
user successfully registered for Workspace.
walked through login and MFA registration. 


*email*
----------------
Good afternoon Shawn, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to register for your MGA access in Workspace. We were able to guide you through resetting your Repnet password and then registering for Workspace and registering your browser-based authenticator to your MGA Workspace, we also showed you how to use the app for both Workspace instances. If there are any questions or concerns, please reply to this email.

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T19:32:55.000+0000,False,False,005OH000008919xYAA,2025-12-23T17:50:16.000+0000,005OH000008919xYAA,2025-12-23T19:32:55.000+0000,005OH000008919xYAA,2025-12-23T19:32:55.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHRk3YAG,False,,24741520,003OH00000Pzs1uYAB,001OH00000VdLVwYAN,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Erro 400 on a form,Medium,"Issue: Erro 400 on a form
Advisor or Support Staff: advisor 
Email: bjaye@orrinsurance.net
KBA used:  KB0017243
Findings: provided guidance on how to clear cache and cookie and to contact AdvisorContent@canadalife.com if issue is not resolved
Troubleshooting steps involved: provided guidance on how to clear cache and cookie and to contact AdvisorContent@canadalife.com if issue is not resolved
=======================emails===============================
Hi Bobbi,

Thank you for contacting Workspace Support for your issue accessing the In Kind LOD in forms & processes in Workspace. 

Clearing your cache and cookies may help resolve this issue. If you are using Google Chrome, use the steps below to clear your cache and cookies and try to login again to see if this issue is resolved. 

1. Open Chrome Settings

•	Click the three dots (⋮) in the top-right corner of Chrome.
•	Select Settings from the dropdown menu.

2. Go to Privacy and Security

•	In the left-hand menu, click Privacy and security.
•	Then select Clear browsing data.

3. Choose What to Clear

•	A pop-up window will appear.
•	Under the Basic tab: 
o	Tick: 
	Cookies and other site data
	Cached images and files
o	Make sure to UNCHECK: 
	Browsing history (unless you specifically want to clear it).


If you are using a different web browser, let us know and we will provide the same steps for your web browser. 

If this issue is not resolved, please send an email to AdvisorContent@canadalife.com which manage all the forms displayed in this section and they will be able to help you. 

Have a wonderful day. 

Your feedback is essential for my continuous improvement. To help me elevate your experience with my service, please take a minute to complete the quick 5 second survey - Click here to help me reach new heights : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Bobbi Jaye <bjaye@orrinsurance.net> 
Sent: Monday, December 22, 2025 3:35 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Form: In Kind Letter of Direction 46-9313; Error 400
Importance: High

Hello, I have not been able to go into Workspace Forms and Processes and generate the In Kind LOD for several days (it comes up blank with a few empty boxes), and now I also cannot generate it through Investment Center (starts to generate and
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I have not been able to go into Workspace Forms and Processes and generate the In Kind LOD for several days (it comes up blank with a few empty boxes), and now I also cannot generate it through Investment Center (starts to generate and closes). 

Please assist! 


Bobbi Jaye
For your Investment & Life Insurance needs
Orr Insurance Brokers Inc. | 50 Cobourg St | Stratford ON N5A 3E5
Tel 519.271.4340 ext 267 | Cell 647.969.8128 | Fax 519.271.7626
bjaye@orrinsurance.net 

 

Confidentiality Notice
This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited. Please notify the sender immediately by e-mail if you have received this by mistake and delete this e-mail from your system. If you are the intended recipient of this message, we remind you that electronic mail on the Internet may not be secure from both privacy and software perspectives.
Considerations
While many of our communications are time sensitive, I also respect boundaries around well-being, caretaking, and rest. Should you receive correspondence from me during a time you are engaging in any of the aforementioned, please respond at a time that works for you.
I acknowledge that I live and work on the traditional and unceded lands of the Neutral, Anishnawbe, and Haudenosaunee peoples.",True,2025-12-23T17:43:37.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T17:43:37.000+0000,0055o000001zVCKAA2,2025-12-23T17:44:00.000+0000,0055o000001zVCKAA2,2025-12-23T17:44:00.000+0000,(519)271-4340X267,,bobbijpusey@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHUOcYAO,False,,24741852,0030A0000029bliQAA,0010A000002w0ctQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple Protect Error - INC1946783,Medium,"*** DDS 29DEC2025 ***
user confirmed able to move forward with app

** DDS 23DEC2025 ***
fix applied, asked user to confirm if they can move forward with the app

*** DDS 23DEC2025 ***
INC1946783 submitted

NAME: WILLIAM OSTROWERKA 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: 85839
ADVISOR NAME: 
PHONE: +1 780-982-7065 
EMAIL: 
 
ISSUE: 
User is trying to complete an application on simple protect and is getting error: Redwood
They were in the ‘confirm information’ section where it popped up.
Application id: 60929186-9
Term product 

 
 
FINDINGS:
KB0022199 - a ticket might need to be sent
 
TROUBLESHOOTING/RESOLUTION:
Connected with user through a logmein session.
Called assist
Transferred user to assist line for further assistance


⦁	Full Name: WILLIAM OSTROWERKA
⦁	User ID: 
⦁	Advisor commission code: 85839
⦁	Email: william.ostrowerka@ig.ca 
⦁	Phone: +1 780-982-7065 
⦁	Application number: 60929186-9
⦁	Screenshot; (sent to Jennifer on assist)
⦁	error code/colour: Redwood
⦁	Application is for: Term product

 
EMAIL:
 
--------------------------------------***DDS DEC/23/2025***--------------------------

Hi Bill,

Thank you very much for confirming that! I will mark the incident as resolved. Please don’t hesitate to reach out if there is anything we can assist with in the future.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Ostrowerka, William <William.Ostrowerka@IG.ca> 
Sent: December 29, 2025 11:06 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] RE: Simple Protect REDWOOD error - C24741852/INC1946783

Hello, It appears that I can proceed withe the application now. Thank you Bill From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: December 23, 2025 1: 06 PM To: Ostrowerka, William <William. Ostrowerka@ IG. ca> Subject: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

It appears that I can proceed withe the application now.

Thank you 

Bill

No email sent
Hello William,

We have heard back from our Digital Hub team, they have applied a fix to the application. Can you please confirm if you are able to move forward with submitting 60929186-9?

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello William,

Thank you for contacting Workspace Support today regarding the ‘oops something went wrong – Redwood’ error for term application 60929186-9 in Simple Protect. The issue has been escalated to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T16:32:11.000+0000,False,False,005OH000006wv2TYAQ,2025-12-23T17:49:43.000+0000,005OH00000BGf2TYAT,2025-12-29T16:32:11.000+0000,005OH000006wv2TYAQ,2025-12-29T16:32:11.000+0000,(780)448-1988,(780) 982-7065,william.ostrowerka@ig.ca,(780)448-1088,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHUtHYAW,False,,24744579,003G0000021VKYOIA4,0010A000002wT8BQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T18:38:04.000+0000,False,False,0055o000001t1uPAAQ,2025-12-23T18:38:04.000+0000,0055o000001t1uPAAQ,2025-12-23T18:38:04.000+0000,0055o000001t1uPAAQ,2025-12-23T18:38:04.000+0000,(416)707-0782,(416) 707-0782,florin.tapalaga@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHVkVYAW,False,,24744433,003G0000018f7gAIAQ,0010A000002wPmjQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T18:35:19.000+0000,False,False,005OH000002N6huYAC,2025-12-23T18:35:19.000+0000,005OH000002N6huYAC,2025-12-23T18:35:20.000+0000,005OH000002N6huYAC,2025-12-23T18:35:20.000+0000,(450) 743-3357,(450) 561-5463,info@jfgagne.qc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002N6huYAC,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHVpOYAW,False,,24743394,003G0000018f7BTIAY,0010A000002wPFRQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,New Business Web App - unable to see pending applications,Medium,"Issue: New Business Web App - unable to see pending applications
Advisor or Support Staff: Support Staff
Email: jessy.cote@propulsiongf.com
KBA used: KB0023235
Findings: delegate has proper siebel delegation through TPA
Troubleshooting steps involved: sent instructions to setup preferences 
=====================emails========================
Bonjour Mélanie,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires pour le problème d’accès dans le logiciel de Proposition en ligne des Affaires nouvelles.  

Pour que Jessy puisse consulter les propositions, David doit d’abord configurer ses préférences dans l’application Affaires nouvelles. Cette étape est essentielle, même si l’accès délégué est déjà accordé.

Voici ce que David doit faire :

1.	Se connecter à Espace affaires et accéder au  logiciel de Proposition en ligne des Affaires nouvelles
2.	Dans la page d’accueil, sélectionner Préférences.
3.	Sous l’onglet Paramètres du conseiller, vérifier et compléter : 
o	Les paramètres par défaut (langue, etc.).
o	Ajouter le ou les codes de conseiller.
4.	Sous l’onglet Notifications, indiquer l’adresse courriel pour recevoir les sommaires et confirmer que les notifications sont activées.
5.	Cliquer sur Mettre les préférences à jour pour enregistrer les changements.

Une fois ces étapes terminées, Jessy pourra accéder aux propositions soumises par David.

J’ai ajoute le guide pdf pour référence au courriel. 

Bonne journée!

J’espère que vous êtes satisfait de la façon dont je vous ai aidé aujourd’hui. Pour m’assurer que je réponde à vos attentes, j’aimerais vraiment que vous répondiez à ce bref sondage de satisfaction : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 




From: Martin, Melanie <Melanie.Martin@advicecanada.com> 
Sent: Monday, December 22, 2025 4:47 PM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Subject: FW: RE: FW: Accès conseiller plateforme


Bonjour,


Serait-il possible de vérifier pourquoi Jessie Coté n’a pas accès aux nouvelles affaires du conseiller David Coulombe Levesque elle a accès a ses clients dans l’espace Affaire mais pas à la section nouvelle affaire.

Propulsion groupe financier (Jessy Cote) <jessy.cote@propulsiongf.com>



Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237

In partnership with/ En partenariat avec:

Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314

 

Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.

Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.


Vidéos tutorielles sur Bluesun Conseiller on Vimeo

Tutoriel vidéo RepVision sur Vimeo

Bluesun Advisor Video Tutorials on Vimeo

RepVision Video Tutorials on Vimeo



From: David Lévesque <david.levesque@propulsiongf.com> 
Sent: mercredi 10 décembre 2025 14:52
To: Martin, Melanie <Melanie.Martin@advicecanada.com>; Propulsion groupe financier (Jessy Cote) <jessy.cote@propulsiongf.com>
Cc: Poirier, Patricia <patricia@groupezelta.com>
Subject: [EXT] Re: RE: FW: Accès conseiller plateforme

Bonjour Mélanie il reste quelques petites questions pour les accès par contre, je ne sais pas si tu peux aider Dans un premier temps, Jessy a accès à mon espace affaires, mais n'est pas en mesure d'accéder à la section pour les nouvelles affaires
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour Mélanie
 
il reste quelques petites questions pour les accès par contre, je ne sais pas si tu peux aider
 
Dans un premier temps, Jessy a accès à mon espace affaires, mais n'est pas en mesure d'accéder à la section pour les nouvelles affaires d'assurance, est-ce qu'il y a qqch à faire pour ça?
 
Sinon Dans quadrus, elle a accès à mes clients et à ceux de Patricia sans problème, par contre, elle ne peut générer ou voir les rapports créés de Patricia? possible de corriger ça?
 
Merci
-- 
***Veuillez noter que nous sommes déménagés au 250-1220 Boulevard Lebourgneuf***
 

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present
 
 
 
----------Message original---------- 
De : ""Martin, Melanie""<Melanie.Martin@advicecanada.com>
À : ""Jessy Côté""<jessy.cote@propulsiongf.com>
Cc : ""David Lévesque""<david.levesque@propulsiongf.com>, ""Poirier, Patricia""<patricia@groupezelta.com>
Date/Heure : 2025-12-02 17:18:27
Sujet : RE: FW: Accès conseiller plateforme
Bonjour Jessy,
 
 
Je m’excuse pour mon délai de réponse, je t’ai mis en pièce jointe un document qui mentionne si l’assureur donnes des accès adjoints ou non, pour ceux qui donne des accès vous devez communiquer directement avec l’assureur pour avoir ton accès.
 
Pour l’accès à l’Espace Affaire courtage je t’ai joint le document d’accès délégué tu peux me le retourner avec la signature de David ou l’envoyer directement à l’adresse
 Distribution_Methodology@canadalife.com
 
Je te reviens concernant la délégation d’accès pour Patricia.
 
 
 
 
 
 
Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237
 
In partnership with/ En partenariat avec:
 
Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314
 
 
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
 
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
 
Tutoriel vidéo RepVision sur Vimeo
 
Bluesun Advisor Video Tutorials on Vimeo
 
RepVision Video Tutorials on Vimeo
 
 
 
From: Jessy Côté <jessy.cote@propulsiongf.com>
Sent: vendredi 21 novembre 2025 10:44
To: Martin, Melanie <Melanie.Martin@advicecanada.com>
Cc: Levesque, David <david.levesque@propulsiongf.com>; Poirier, Patricia <patricia@groupezelta.com>
Subject: [EXT] Re: FW: Accès conseiller plateforme
Importance: High
 
Bonjour Mélanie, Excuse moi pour le retour tardif. Accès pour David et Patricia: CV-courtage et solution conseiller (Simplement protégé et Affaires nouvelle) Quadrus: j'ai accès aux rapports de David mais pas de Patricia? pourquoi Est-ce possible
 
Bonjour Mélanie,
 
Excuse moi pour le retour tardif.
 
Accès pour David et Patricia:
 
•	CV-courtage et solution conseiller (Simplement protégé et Affaires nouvelle)
•	Quadrus: j'ai accès aux rapports de David mais pas de Patricia? pourquoi
•	Est-ce possible d'avoir l'accès directement des compagnies de fonds pour nos relevé Gains/Pertes ou si je dois prendre absolument l'accès du conseiller?
•	Desjardins
•	BMO 
•	Foresters
•	Équitable
•	PPC
•	RBC
•	IA:assure et go+espace conseiller
•	UV
•	Beneva
•	SunLife
•	Manu
•	Humania
•	Croix bleue
•	EPQ
•	B2B
Je commencerait avec ça hihi
 
Merci pour to suivi et bonne fi de semaine
-- 
***Veuillez noter que nous avons déménagé au 250-1220 Boul Lebourgneuf en date du 25-11-2024!***
 


Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present
 
 
 
----------Message original----------
De : ""Martin, Melanie""<Melanie.Martin@advicecanada.com>
À : ""Jessy Côté""<jessy.cote@propulsiongf.com>
Date/Heure : 2025-11-05 08:26:30
Sujet : FW: Accès conseiller plateforme
Salut Jessy,
 
Je vais t’aider pour tes accès pourrais tu me détailler ce que tu as et avec ton accès ou celui des conseiller  et ce dont tu as besoin :
 
Espace Affaire Canada Vie direct
Espace Affaire MGA
Centre d’investissement
MyServ
Plateforme Blue Sun et Rep Vison
 
 
 
 
 
Mélanie Martin
Consultante, Développement des affaires | Business development consultant
melanie.martin@conseilscanada.com | 450-999-3237
 
In partnership with/ En partenariat avec:
 
Christopher Guarnieri
Directeur Développement des affaires
christopher.guarnieri@conseilscanada.com | 514-824-5314
 
 
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
 
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
 
Tutoriel vidéo RepVision sur Vimeo
 
Bluesun Advisor Video Tutorials on Vimeo
 
RepVision Video Tutorials on Vimeo
 
 
 
From: Azar, Alexandra <Alexandra.Azar@conseilscanada.com>
Sent: vendredi 31 octobre 2025 14:45
To: Martin, Melanie <Melanie.Martin@advicecanada.com>
Cc: Propulsion groupe financier (Jessy Cote) <jessy.cote@propulsiongf.com>
Subject: FW: Accès conseiller plateforme
Importance: High
 
Bonjour Mélanie,
 
Voici une demande pour toi plus bas
 
Merci bonne journée, Thank-you have a good day
 
Alexandra Azar
Consultante, développement des affaires | Financière Horizons
Business development consultant | Financial Horizons
alexandra.azar@conseilscanada.com | 514.326.4102 ou 438.920.4530
 
 Prendre rendez-vous avec moi | Book an appointment with me
 
 
In partnership with/ En partenariat avec:
 
John Dervos
Directeur développement des affaires / Business Development Director
john.dervos@conseilscanada.com | john.dervos@advicecanada.com
514-602-2763
 
 
 
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
 
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
 
Tutoriel vidéo RepVision sur Vimeo
 
Bluesun Advisor Video Tutorials on Vimeo
 
RepVision Video Tutorials on Vimeo
 
 
From: Jessy Côté <jessy.cote@propulsiongf.com>
Sent: October 31, 2025 10:24 AM
To: Azar, Alexandra <Alexandra.Azar@conseilscanada.com>
Subject: [EXT] Accès conseiller plateforme
Importance: High
 
Bonjour Alexandra, J'aimerais planifier avec toi un moment pour qu'on puisse mettre à jour mes accès dans les plateformes conseiller (Canada Vie et Horizons) pour que je puisse éviter de prendre celui des conseillers pour qui je travail soit
 
Bonjour Alexandra,
 
J'aimerais planifier avec toi un moment pour qu'on puisse mettre à jour mes accès dans les plateformes conseiller (Canada Vie et Horizons) pour que je puisse éviter de prendre celui des conseillers pour qui je travail soit David Coulombe Lévesque et Patricia Poirier.
 
Si ce n'est pas avec toi, m'indiquez à qui faire cette demande.
 
Merci beaucoup pour ton aide
-- 
***Veuillez noter que nous avons déménagé au 250-1220 Boul Lebourgneuf en date du 25-11-2024!***
 


Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-12-23T18:16:10.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T18:16:10.000+0000,0055o000001zVCKAA2,2025-12-23T18:16:34.000+0000,0055o000001zVCKAA2,2025-12-23T18:16:34.000+0000,(418)686-6186X221,(418) 998-9958,david.levesque@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHW0cYAG,False,,24741952,0030A000007uAJ9QAM,0010A000008mbH9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace - login error ERR-W1285,Medium,"***DDS*** 12/23/25
Name: Nadia Potter
Phone: 289-228-7861
Agent code: L36476  F6093 
Reference: KB0020563, KB0020858 

Hi Nadia,

Thank you for contacting Workspace Support today regarding

To recap our call for today:

Reset password, no go.
Reset passowrd through workspace.
Nadia is now able to log in.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-23T18:05:04.000+0000,False,False,005OH00000BGeeHYAT,2025-12-23T17:51:22.000+0000,005OH00000BGeeHYAT,2025-12-23T18:05:04.000+0000,005OH00000BGeeHYAT,2025-12-23T18:05:04.000+0000,(905)682-2651,(289) 228-7861,nadia.potter@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHXawYAG,False,,24741148,003G0000018f7F2IAI,0010A000002wPJpQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue,Medium,"***DDS 2025-12-23***
User wanted to merge 2 accounts.
DDS changed Meredith Louise Cowan to Meredith Louise Cowan where Louise is the middle name.
 
================================================================================
****Email Chain**
Hello Terri,

Thank you for contacting the Workspace Support team regarding your merge issue.

We’ve gone ahead and performed the necessary changes on our system, and you should be able to merge the accounts in 2-4 business days. If you are still unable to merge the accounts after 4 business days, feel free to reply to this email and we would love to investigate this issue further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
    
Justin L.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Terri Bent <terri@mmfp.ca> 
Sent: December 11, 2025 1:54 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Sperdakes, Chris <chris@mmfp.ca>
Subject: [EXT] MEREDITH LOUISE COWAN - DOB: 19 Apr 1973 - Advisor Chris Sperdakes 21667

Good afternoon, would you please look at these two records and adjust so that they can be merged as this is the same person. Thank you! https: //workspace. canadalife. com/workspace/s/account/0010A00000AkHieQAF/meredith-louise-cowan https: //workspace. canadalife. com/workspace/s/account/0010A00000Bem19QAB/meredith-louise-cowan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon, would you please look at these two records and adjust so that they can be merged as this is the same person.  Thank you!

https://workspace.canadalife.com/workspace/s/account/0010A00000AkHieQAF/meredith-louise-cowan 

https://workspace.canadalife.com/workspace/s/account/0010A00000Bem19QAB/meredith-louise-cowan 

MERRY CHRISTMAS and a very HAPPY NEW YEAR!

TERRI BENT, ACS | EXECUTIVE ASSISTANT
MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 
6174 Quinpool Road  Halifax  NS  B3L 1A3 
Work:  902.431.7526 x8 |  Fax: 902.431.9514 
terri@mmfp.ca
www.matthewsmcdonough.com <http://www.matthewsmcdonough.com>  

""If you no longer want to receive these messages, click the word unsubscribe to email a request to me.""

Looking for quick access to info about your investments, savings, and insurance products?
 
Register for My Canada LifeTM today to find everything in one convenient place! 
Visit: canadalife.com  

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-23T17:36:22.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T17:36:22.000+0000,005OH00000AX0rVYAT,2025-12-23T17:36:23.000+0000,005OH00000AX0rVYAT,2025-12-23T17:36:23.000+0000,(902)830-2512,(902) 830-2512,chris@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHXuIYAW,False,,24741438,003OH00000GNxpPYAT,001OH00000KKe1EYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"KB0020738 - User got a new phone and wants to reset up his MFA - called back for authentication 
KB0016714 - Set up Salesforce 

Email: jaret.nelson@ipcc.ca  
Code: H2604 
Phone: 250-390-5044

*******************************************************************
Good afternoon, Jaret

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the (MFA) authenticator for your Workspace account!
 
I'm glad I was able to assist you today with disconnecting and setting up the two-factor authentication so you can log in to your Workspace account. During Workspace login it will now request a confirmation through the Salesforce Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T17:50:24.000+0000,False,False,005OH00000BG5v4YAD,2025-12-23T17:41:56.000+0000,005OH00000BG5v4YAD,2025-12-23T17:50:39.000+0000,005OH00000BG5v4YAD,2025-12-23T17:50:39.000+0000,(250)390-5044,,jaret.nelson@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHaAdYAK,False,,24741784,003OH00000C2za4YAB,001OH00000ETN4VYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login Issue,Medium,"***DDS 2025-12-23***
User was trying to login to Workspace and wasn't sure if they had already registered.
DDS guided user to Workspace login page and guided user to login to Workspace.
 
================================================================================
****Email Chain**
Bonjour Sophia,

Merci pour votre appel concernant l’accès Espace Affaires de Charles. Nous sommes très heureux que nous avons pu vous aider à faire le login à l’Espace Affaires.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T17:48:27.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T17:48:27.000+0000,005OH00000AX0rVYAT,2025-12-23T17:50:31.000+0000,005OH00000AX0rVYAT,2025-12-23T17:50:31.000+0000,(418)569-4941,,charles-l.desrochers@sfl.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHaQmYAK,False,,24743866,003G000001I3oESIAZ,0010A000002wS9LQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****12/23/25 

KB0020913
Name corrected in CIS
Sent email to user to use merge prompt in WS in 2-4 business days.
 
============================================================================================= 
 
****Email Chain****

Hello Tanya,

Thank you for reaching out to the Workspace Support team with your merge request attached below.
 
I’ve amended the client’s accounts in our system; you should find that the merge prompt appears in Workspace in the next 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Tanya Zandamela <tanya@vfgwealth.com> 
Sent: December 12, 2025 9:23 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Vancea Financial (Robert Flood) <rob@vfgwealth.com>
Subject: [EXT] Merging Client Profiles

Hello, I noticed that our client, G Daniel Foley has two profiles. Is it possible to merge these into one? Policy #s 41160548 & #78325965 Thanks in advance for your help, Tanya Zandamela Executive Assistant Leave a Review - VFG Woodstock
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,
I noticed that our client, G Daniel Foley has two profiles. Is it possible to merge these into one?
Policy #s 41160548 & #78325965
Thanks in advance for your help,
Tanya Zandamela
Executive Assistant

Leave a Review - VFG Woodstock
VFG Wealth
19 West Ave.
Woodstock, ON N4S 7K4

Telephone: 519-539-4534
Fax: 519-539-7936

www.vfgwealth.com
tanya@vfgwealth.com

Notice of Confidentiality:
The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material.  Any review, re-transmission, dissemination or other use of or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited.  If you received this in error, please contact me immediately by return electronic transmission and then immediately delete this transmission including all attachments without copying distributing or disclosing same.",True,2025-12-23T18:24:57.000+0000,False,False,005OH0000097FtCYAU,2025-12-23T18:24:57.000+0000,005OH0000097FtCYAU,2025-12-23T18:26:54.000+0000,005OH0000097FtCYAU,2025-12-23T18:26:54.000+0000,(519)275-3333,,rob@vfgwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHbI0YAK,False,,24745223,0030A0000029mcmQAA,0010A000002w9cLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Assist Desk Inquiry,Medium,Called Assist Desk for case# 24745874,True,2025-12-23T19:19:13.000+0000,False,False,005OH0000097FtCYAU,2025-12-23T18:49:49.000+0000,005OH0000097FtCYAU,2025-12-23T19:19:13.000+0000,005OH0000097FtCYAU,2025-12-23T19:19:13.000+0000,(647)709-8181,,chintamanifinancialinc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHdgWYAS,False,,24746798,0030A0000029e9xQAA,0010A000002w2YzQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Error,Medium,"NAME: CODY MATTHEWSON
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: D2454
PHONE: +1 204-727-8204 
EMAIL: cody@premierfinancial.mb.ca 
 
ISSUE: 
User is having trouble logging in; ERR-W1281 
 
AUTHENTICATION (If Required):
KB0017399 
Authenticated user as an MGA advisor
Passed authentication 
 
FINDINGS:
Error code is as a result of the incorrect email/site they are navigating through
Their account also appears to be locked on sf
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and unlocked the account
Sent reset password link
Advised them to try to sign in again
User was able to successfully sign in


 
EMAIL:
 
--------------------------------------***DDS DEC/23/2025***--------------------------
Hello Cody,
Thank you for contacting Workspace Support for help with logging into your Workspace account.
On the call today, I unlocked your account and sent you a reset password link through our backend system to give you access to your account again. You were able to reset your password and confirmed that you logged in successfully. 
Let me know if you have any questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-23T19:30:35.000+0000,False,False,005OH00000BGf2TYAT,2025-12-23T19:18:10.000+0000,005OH00000BGf2TYAT,2025-12-23T19:31:34.000+0000,005OH00000BGf2TYAT,2025-12-23T19:31:34.000+0000,(204)727-8204,,cody@premierfinancial.mb.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHeSkYAK,False,,24742540,0030A00000BmUzdQAF,0010A00000CbujrQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access - ERR-W1283,Medium,"KB0017399 - assisted the advisor in unlocking his access, reset password and set up his initial MFA. Unfortunately he is in a hurry and was not able to confirm access to workspace.
==================

Hi Armand,

Thank you for contacting the workspace support about getting an error when trying to access workspace.

We have unlocked your access and reset your password accordingly. You were able to sign in but could not login completely to workspace as you are in a hurry and you need to set up first your multi-factor authenticator/MFA. Please call us back if you need further assistance in setting up your initial MFA.

We appreciate your time calling us today and  
I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-23T18:16:09.000+0000,False,False,005OH00000BFPZHYA5,2025-12-23T18:02:03.000+0000,005OH00000BFPZHYA5,2025-12-23T18:22:51.000+0000,005OH00000BFPZHYA5,2025-12-23T18:22:51.000+0000,(506)649-6400,,armand.iratunga@omg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHepNYAS,False,,24743693,003G0000018f6ZaIAI,0010A000002wOWfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Issue Report,Medium,"*** DDS Dec 23rd, 2025 ***
User wants to merge two accounts with slightly different names. KB0020913 is closest one to use, changed names on accounts 6509358040 and 8040894256 to have ""Ryan"" as middle name.
===============
Good afternoon Sonia,
 
Thank you for contacting Workspace Support to report a merge issue for client Steven Ryan Branchaud for policies B787614-3 and S0004469P.
 
The information has been updated to match both accounts and the accounts should have the prompt to merge on Workspace in the next 2-3 business days.
 
If you have other questions or if the issue persists, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today with this merge issue. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2026-02-05T20:39:47.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-23T18:21:48.000+0000,005OH00000AbJ7aYAF,2026-02-05T20:39:47.000+0000,005OH00000AbJ7aYAF,2026-02-05T20:39:47.000+0000,(519)448-3477,(519) 754-5040,wayne@stepright.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHgZTYA0,False,,24745518,0030A0000029hqZQAQ,0010A000002w5eLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 23rd, 2025 ***
User cannot log in. Turns out he does not remember the MFA connection so authenticated with rotation 2, then followed KB0020738 to disconnect and reconnect new MFA.
==============
Bonjour Jean-Marcel,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à déconnecter et reconnecter à l’application Google Authenticator pour vérifier votre identité à l’aide d’un code à 6 chiffres lorsque vous vous connectez. Au final vous avez accédé à votre compte avec succès.

Si vous avez d’autres questions, n’hésitez pas et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-23T19:02:15.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-23T18:55:02.000+0000,005OH00000AbJ7aYAF,2025-12-23T19:07:30.000+0000,005OH00000AbJ7aYAF,2025-12-23T19:07:30.000+0000,(581)701-2555,,dumontjeanmarcel@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHhiQYAS,False,,24747674,0030A0000029q24QAA,0010A000002wCMXQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA reset,Medium,"*12/23*
----------------
Mitch Hutton
MITCHELL HUTTON
A5934
disconnected MFA and user was able to register new app successfully. 

*email*
----------------
Good afternoon Mitch, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You updated your phone and wanted to transfer the authentication app to your new device. We disconnected your old device, and you were able to log into Workspace and register the new device successfully. If you have questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T19:41:23.000+0000,False,False,005OH000008919xYAA,2025-12-23T19:34:24.000+0000,005OH000008919xYAA,2025-12-23T19:41:23.000+0000,005OH000008919xYAA,2025-12-23T19:41:23.000+0000,(204)476-2345,,mhutton@gillandschmall.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHhlfYAC,False,,24746276,0030A0000029aJVQAY,0010A000002vzUqQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T19:08:53.000+0000,False,False,0055o000001t1uPAAQ,2025-12-23T19:08:53.000+0000,0055o000001t1uPAAQ,2025-12-23T19:08:53.000+0000,0055o000001t1uPAAQ,2025-12-23T19:08:53.000+0000,(905)470-8222,(416) 889-2197,clement_chen@excelgroup.ca,(905)470-8306,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHhvJYAS,False,,24745141,0030A000007A7jOQAS,0010A000008187oQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Client PAC/AWD Account Register,Medium,"**EMAIL**

Good day Xyrus,

Thank you for reaching out to Wealth Reporting Support team.

On Investment Centre, the Client PAC/AWD Account Register report can generate the following PAC information. Please note a separate report would need to be generated for client-held and nominee active. Please view reference below. There is also a new ad-hoc report available, Annual PAC/AWD Summary for nominee plans only on Investment Centre. Please refer to this link for the ad-hoc request form.

Step 1. Select Reports
Step 2. Select Marketing
Step 3. Select Client PAC/AWD Account Register
Step 4. Select the following Type (ex. PAC) and Status 
Step 5. Optional – select the file format as .CSV Excel file
Step 6. Generate report 

 



Furthermore, a client listing with PAC details report is also available as a custom request and will require our data provider to look into this (segregated funds only). If you would like this report, please provide us the following advisor code(s) used to submit business under (example of codes: dealer/rep, MGA, ADSL, Producer) for us to look into.


Please let me know if you have any questions.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Xyrus Smith <xyrus.smith@heartlandfinancial.ca> 
Sent: December 19, 2025 5:00 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] Annual PAC Report

Hello, Can I get an annual PAC report for my block of business please? Thank you! Xyrus Smith Financial Security Advisor Heartland Financial Group Investment Representative Quadrus Investment Services Ltd. Moose Jaw 35 Ominica St W Moose Jaw,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Can I get an annual PAC report for my block of business please?

Thank you!

Xyrus Smith
Financial Security Advisor
Heartland Financial Group
Investment Representative 
Quadrus Investment Services Ltd. 

Moose Jaw
35 Ominica St W
Moose Jaw, Saskatchewan
S6H 1W8


Cellphone #:   306.690.9769
Office Tel #:   306.694.1231
Office Fax #:  306.691.2722
Email: Xyrus.smith@heartlandfinancial.ca


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-23T18:48:01.000+0000,False,False,005OH0000071DK9YAM,2025-12-23T18:48:01.000+0000,005OH0000071DK9YAM,2025-12-23T18:48:01.000+0000,005OH0000071DK9YAM,2025-12-23T18:48:01.000+0000,(306)586-0905,(306) 690-9769,xyrus.smith@heartlandfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHi9oYAC,False,,24744568,003G0000018f77yIAA,0010A000002wPBHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"SP unable to proceed with Client DOB, but if his child DOB then the application moves forward.",Medium,"***DDS*** 12/23/25
Name: Virendra Goyal
Phone: 416-524-4117
Agent code: F0621
Reference:: Call Assist

Hi Virendra

Thank you for contacting Workspace Support today regarding Simple Protect Client verification.

To recap our call for today:
We have confirmed that the client will receive 2 emails one for the insurer (the child) must use the childs DOB.
The client must also sign the 2nd email then the advisor will get a confirmation.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-23T18:44:32.000+0000,False,False,005OH00000BGeeHYAT,2025-12-23T18:37:50.000+0000,005OH00000BGeeHYAT,2025-12-23T19:01:49.000+0000,005OH00000BGeeHYAT,2025-12-23T19:01:49.000+0000,(416)524-4117,(416) 524-4117,virendra@vkgfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHiGEYA0,False,,24743899,003G0000018f7PdIAI,0010A000002wPW3QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User asked how long deceased and inactive client pages remain in Workspace,Medium,"Issue: User asked how long deceased and inactive client pages remain in Workspace
Advisor or Support Staff:
Email: richardguay@videotron.ca
KBA used:  n/a
Findings: n/a
Troubleshooting steps involved: explain retention

=======================emails===========================
Bonjour Richard,

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires en lien avec votre question sur les règles de rétention des dossiers clients. 

Les clients inactifs et/ou décédés resteront toujours dans Espace affaires pour fins de conformité. Ils ne seront pas enlevés même si vous en faisiez la demande.  

Si vous avez d’autres questions, n’hesitez pas à recommuniquer avec nous. 

Bonne journée! 

J’espère que vous êtes satisfait de la façon dont je vous ai aidé aujourd’hui. Pour m’assurer que je réponde à vos attentes, j’aimerais vraiment que vous répondiez à ce bref sondage de satisfaction : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: richardguay@videotron.ca <richardguay@videotron.ca> 
Sent: Tuesday, December 23, 2025 9:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Ex-Clients

Combien de temps, les ancien clients décédé ou annulé demeure dans l’espace affaire. Si vous ne les fermé pas après un certain temps, est-ce qu’on peut faire la demande de les éliminer.   Richard Guay Conseiller en sécurité financière
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Combien de temps, les ancien clients décédé ou annulé demeure dans l’espace affaire.
Si vous ne les fermé pas après un certain temps, est-ce qu’on peut faire la demande de les éliminer.  

Richard Guay 
Conseiller en sécurité financière
Distributeur autorisé par La Canada-Vie & La Great-West
450-359-7466",True,2025-12-23T18:25:35.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T18:25:35.000+0000,0055o000001zVCKAA2,2025-12-23T18:25:58.000+0000,0055o000001zVCKAA2,2025-12-23T18:25:58.000+0000,(450)359-7466,,richardguay@videotron.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHiGHYA0,False,,24744558,0035o0000079bYdAAI,0015o000007oXI5AAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T18:37:35.000+0000,False,False,0055o000001t1uPAAQ,2025-12-23T18:37:35.000+0000,0055o000001t1uPAAQ,2025-12-23T18:37:35.000+0000,0055o000001t1uPAAQ,2025-12-23T18:37:35.000+0000,(647)939-5098,,info@novawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHkJgYAK,False,,24750895,0030A0000029kvHQAQ,0010A000002w89dQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:32:49.000+0000,False,False,005OH000003ds0PYAQ,2025-12-23T20:32:49.000+0000,005OH000003ds0PYAQ,2025-12-23T20:32:50.000+0000,005OH000003ds0PYAQ,2025-12-23T20:32:50.000+0000,(905)666-1604,,william.woodcock@manulifesecurities.ca,(905)666-4205,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHlCVYA0,False,,24744270,0030A0000029Y97QAE,0010A000002vxepQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T18:32:13.000+0000,False,False,0055o000001h4cFAAQ,2025-12-23T18:32:13.000+0000,0055o000001h4cFAAQ,2025-12-23T18:32:14.000+0000,0055o000001h4cFAAQ,2025-12-23T18:32:14.000+0000,(204)779-4444,,casimiro@mts.net,(204)779-1337,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001h4cFAAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHnNxYAK,False,,24744264,003G0000018f7sfIAA,0010A000002wPyvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****12/24/25 

Merge completed by CIS
User informed

****DDS****12/23/25 

Merge request for 2 GWL policies - sent email to CIS to merge 
============================================================================================= 
 
****Email Chain****

Hello Ana,

Just to inform you that a correction has been made on the back systems that should allow for an auto-merge in 2 to 4 business days. If you do not see this updated after this time, please contact us again and we will investigate it further.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Workspace Support 
Sent: December 23, 2025 11:48 AM
To: 'Admin' <admin@gribbenfinancialgroup.ca>
Subject: RE: Merging Files -Michael Faralla - Case 24744264

Good day Ana,

Thank you for reaching out to the Workspace Support team with your merge request below.

We have referred this issue to our back-office team. As soon as we receive an update on a resolution, we will contact you to confirm that it has been completed.


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Admin <admin@gribbenfinancialgroup.ca> 
Sent: December 15, 2025 8:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Merging Files -Michael Faralla

Please merge the files for Michael Carlo Faralla, URL https: //workspace. canadalife. com/workspace/s/account/0010A00000AfNZP/michael-carlo-faralla, and Michael C Faralla URL https: //workspace. canadalife. com/workspace/s/account/0010A00000AfPXCQA3/michael-c-faralla
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Please merge the files for
Michael Carlo Faralla, 
URL
https://workspace.canadalife.com/workspace/s/account/0010A00000AfNZP/michael-carlo-faralla, and
Michael C Faralla
URL
https://workspace.canadalife.com/workspace/s/account/0010A00000AfPXCQA3/michael-c-faralla
as they are the same person.

If you need additional information, please feel free to contact me.

Thanks,

Ana Miranda
Advisor Assistant
Gribben Financial Group Inc.
admin@gribbenfinancialgroup.ca
(416) 499-5105 Ext.223",True,2025-12-23T18:32:10.000+0000,False,False,005OH0000097FtCYAU,2025-12-23T18:32:10.000+0000,005OH0000097FtCYAU,2025-12-24T19:39:58.000+0000,005OH0000097FtCYAU,2025-12-24T19:39:58.000+0000,(416) 499-5105,(416) 931-3506,sharon@gribbenfinancialgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHnNyYAK,False,,24744994,0031600002YQPrAAAX,0010A000002wOCIQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,inforce Illustration,Medium,"***DDS SL Dec 23 2025***

Policy in question is not available through CL illustrations
Will need to be directed to CANNINDSERV 

KB0021195 - followed the guidance, called in assist line, SL Kevin took over the call.

===Email Chain===

Good afternoon Marlon, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you today regarding the error you have been facing when trying to acquire an inforce illustration for the mentioned policy.  

@CANINDSERV, may we request for your support? 
Marlon is needing an inforce illustration for policy 35187817T, which is not currently available in the Workspace Illustration portal. 
Please let us know at your earliest convenience all that you need to support Marlon in this matter. 

If you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a wonderful day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T18:53:40.000+0000,False,False,005OH000001yNnaYAE,2025-12-23T18:45:26.000+0000,005OH00000BFPZHYA5,2025-12-23T19:18:24.000+0000,005OH000001yNnaYAE,2025-12-23T19:18:24.000+0000,,,marlon.calder@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHnccYAC,False,,24750337,0030A0000041wbvQAA,0010A000004nW2QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:22:40.000+0000,False,False,005OH000004Ir1xYAC,2025-12-23T20:22:40.000+0000,005OH000004Ir1xYAC,2025-12-23T20:22:41.000+0000,005OH000004Ir1xYAC,2025-12-23T20:22:41.000+0000,(403)928-2788,(403) 928-2788,vern@missionfinancial.ca,(587)289-1987,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHoyOYAS,False,,24745874,0030A0000029mcmQAA,0010A000002w9cLQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing application in NBWA,Medium,"****DDS****12/23/25 

KB0023235 
User was unable to locate pending application in NBWA and wanted to know its status
Referred user to NBC for more support 
============================================================================================= 
 
****Email Chain****

Good day Niravkumar,

Thank you for contacting Workspace Support regarding the application submitted yesterday through New Business WebApp.

As earlier mentioned, please reach out to the New Business Coordinator via email with the application number, client’s full name and type of application submitted and the team should be able to provide you a copy of the summary. 
NBInquiry.Team5@canadalife.com


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T19:17:22.000+0000,False,False,005OH0000097FtCYAU,2025-12-23T19:01:18.000+0000,005OH0000097FtCYAU,2025-12-23T19:17:22.000+0000,005OH0000097FtCYAU,2025-12-23T19:17:22.000+0000,(647)709-8181,,chintamanifinancialinc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHp6QYAS,False,,24744636,0030A000009R9V2QAK,0010A00000ATpSRQA1,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Tempory issue with Account field name displaying under former policy owner,Medium,"Issue: Tempory issue with Account field name displaying under former policy ownerAdvisor or Support Staff:
Email: meghan.deleau@canadalife.com
KBA used: n/a
Findings: temporary issue, this is now resolved
Troubleshooting steps involved: temporary issue, this is now resolved
====================emails========================
Hi Meghan, 

Thank you for contacting Workspace Support regarding the Account field displaying the former owner. 

It seems this was a temporary issue as the new owner is now displaying correctly : https://workspace.canadalife.com/s/account/0015o000008DcZ8AAK/dominic-w-lombardi

Let us know if you have any other issue or questions. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




_____________________________________________
From: Deleau, Meghan <Meghan.Deleau@canadalife.com> 
Sent: Tuesday, December 23, 2025 12:05 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Dominic Lombardi - Name Error?


Hello, 

This client’s workspace account is showing the client’s former name, however their new name is showing under Name.
Is there a way to have the account name corrected to match the client’s new name?
 << OLE Object: Picture (Device Independent Bitmap) >> 
Thank you kindly,
Meghan Deleau (she / her)
Advisor Support Associate  |  From Financial
meghan.deleau@canadalife.com  |  204-800-5521

Upcoming Absence: Dec 25-Jan 1

 << OLE Object: Picture (Device Independent Bitmap) >> 

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-23T18:39:08.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T18:39:08.000+0000,0055o000001zVCKAA2,2025-12-23T18:41:07.000+0000,0055o000001zVCKAA2,2025-12-23T18:41:07.000+0000,(204)797-0849,(204) 797-0849,austin.from@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHpEbYAK,False,,24748211,0030A0000029oQ7QAI,0010A000002wB4GQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Sign on,Medium,"Advisor unable to sign on.
**********
Hi Qing , thank you for contacting the workspace support today.

To recap our call, you were having some difficulties signing onto workspace. I was able to guide you to signing on and you had to update your password; we also added a browser extension for your authenticator on Google chrome.

If you are having any issues, please let me know in your response
We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T19:49:30.000+0000,False,False,005OH00000BFQFCYA5,2025-12-23T19:44:12.000+0000,005OH00000BFQFCYA5,2025-12-23T20:16:19.000+0000,005OH00000BFQFCYA5,2025-12-23T20:16:19.000+0000,(905)597-3669,,miazhang1989168@gmail.com,(905)597-3966,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHpmLYAS,False,,24744642,003G0000018f6tZIAQ,0010A000002wOvIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Requested,Medium,"**EMAIL**

Good day Cindy,

Thank you for your response. We will proceed with this request and have our data provider look into it (available for segregated funds only). Once it is complete, it will be sent to the advisor directly and I will also provide you an update.

As for Investment Centre (Quadrus), the Client PAC/AWD Account Register report is available to users with access to generate on the system. Please note this report would need to be generated separately for client-held and nominee active. Please view reference below.

Step 1. Select Reports
Step 2. Select Marketing
Step 3. Select Client PAC/AWD Account Register
Step 4. Select the Type (ex. AWD) and Status (ex. Client-Held or Nominee Active)
Step 5. Optional – select file format as .CSV Excel 
Step 6. Generate report

  


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Buragina, Cindy <Cindy.Buragina@canadalife.com> 
Sent: December 23, 2025 8:57 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: Client list for advisor Elaine Freiday /Case24724670

Good Morning,

I just spoke with the advisor and she mentioned that she only needs the report to show clients that have an annual payment frequency if this helps simplify the client listing.

Thank you,

Cindy Buragina
Sr Customer Service Specialist  |  Retirement Income
Cindy.Buragina@Canadalife.com  |  548-482-5990

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Buragina, Cindy 
Sent: December 22, 2025 4:59 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: Client list for advisor Elaine Freiday /Case24724670

Hello,

Yes, please proceed with the request and you can send it directly to the advisor Elaine Freiday.  Her email is elaine.freiday@rlfg.ca.  We need to know which accounts have payments being made via cheque payable to Quadrus.

Thank you,

Cindy Buragina
Sr Customer Service Specialist  |  Retirement Income
Cindy.Buragina@Canadalife.com  |  548-482-5990

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 22, 2025 4:55 PM
To: Buragina, Cindy <Cindy.Buragina@canadalife.com>
Subject: RE: Client list for advisor Elaine Freiday /Case24724670

Good day Cindy,

Thank you for reaching out to Business Reporting team.

The request below for AWD details will need to be looked into by our data provider as it is a custom request which will take some time. It will include frequencies, plan details, amounts however to determine if it is by cheque, I will need to confirm with our data provider.

Please note our team provide client listings to external field users only due to client sensitive data and security protocols. Please let us know if you would like us to proceed with this request. Once it is complete, it will be sent to the advisor directly.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X  
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Buragina, Cindy <Cindy.Buragina@canadalife.com> 
Sent: December 22, 2025 9:57 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: Client list for advisor Elaine Freiday
Importance: High

Good Morning,

Can we please run a report (client list) for advisor Elaine Freiday Dealer code 3439 / Advisor code 28737) showing client that have AWD payments by cheque.

Can you please send that report back to me directly.

Thank you,

Cindy Buragina
Sr Customer Service Specialist  |  Retirement Income
Cindy.Buragina@Canadalife.com  |  548-482-5990

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-23T18:39:23.000+0000,False,False,005OH0000071DK9YAM,2025-12-23T18:39:11.000+0000,005OH0000071DK9YAM,2025-12-23T18:39:23.000+0000,005OH0000071DK9YAM,2025-12-23T18:39:23.000+0000,(343)293-2910X4503,(613) 329-1214,elaine.freiday@rlfg.ca,(705)995-3918,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHpw1YAC,False,,24744693,0030A0000029ZorQAE,0010A000002vz3AQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Follow up on INC1945869,Medium,Advisor is not able to login and calling back for update.,True,2025-12-23T18:51:45.000+0000,False,False,005OH00000BFiyTYAT,2025-12-23T18:39:55.000+0000,005OH00000BFiyTYAT,2025-12-23T18:51:45.000+0000,005OH00000BFiyTYAT,2025-12-23T18:51:45.000+0000,(403)279-4418,,brad@clearvistaadvisory.ca,(403)290-7276,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHpw4YAC,False,,24746240,0030A0000029ZuKQAU,0010A000002vz8PQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T19:08:18.000+0000,False,False,0055o000001t1uPAAQ,2025-12-23T19:08:18.000+0000,0055o000001t1uPAAQ,2025-12-23T19:08:19.000+0000,0055o000001t1uPAAQ,2025-12-23T19:08:19.000+0000,(416)499-9626,(416) 505-3366,ada.tse@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHqTtYAK,False,,24744810,003G0000018f6eIIAQ,0010A000002wOcKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T18:41:59.000+0000,False,False,0055o000001t1uPAAQ,2025-12-23T18:41:59.000+0000,0055o000001t1uPAAQ,2025-12-23T18:41:59.000+0000,0055o000001t1uPAAQ,2025-12-23T18:41:59.000+0000,(416)705-3617,(416) 705-3617,rocco@romualdifinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHteiYAC,False,,24746491,0030A00000CSXSmQAP,0010A00000D3VGoQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"***DDS 2025-12-23***
User was trying to login to Workspace, but didn't complete registration with User ID and password yet.
DDS guided user to Workspace registration page.
 
================================================================================
****Email Chain**
Bonjour Sarah,

Merci pour votre appel concernant votre inscription à l’Espace Affaires. Nous sommes très heureux que nous avons pu vous aider à accéder à votre compte d’Espace Affaires en complétant votre inscription.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T19:21:50.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T19:12:42.000+0000,005OH00000AX0rVYAT,2025-12-23T19:21:50.000+0000,005OH00000AX0rVYAT,2025-12-23T19:21:50.000+0000,(819)410-0432,,ines.ruvuga@gestaltfinance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHtgKYAS,False,,24748359,0030A0000029iIRQAY,0010A000002w62lQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"miao zhang ASa is calling because she wants to register for workspace. Assistance provided.

Hello Miao,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you had questions related to workspace. To start this process please send an email to Distribution_Methodology@canadalife.com to get your activation code. Once you have the activation code, please visit Sign in | Canada Life for User Id registration. After 48 hours waiting period, you can register for workspace on Advisor Workspace Login – Canada Life. 

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T20:06:39.000+0000,False,False,005OH00000BFiyTYAT,2025-12-23T19:46:19.000+0000,005OH00000BFiyTYAT,2025-12-23T20:06:40.000+0000,005OH00000BFiyTYAT,2025-12-23T20:06:40.000+0000,(416)907-6733,,matthew.mcgrath@optimizewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHvFEYA0,False,,24750675,0030A0000029cTOQAY,0010A000002w1C9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:29:00.000+0000,False,False,005OH000003ds0PYAQ,2025-12-23T20:29:00.000+0000,005OH000003ds0PYAQ,2025-12-23T20:29:00.000+0000,005OH000003ds0PYAQ,2025-12-23T20:29:00.000+0000,(613)771-1119,,billw@tipperfinancial.com,(613)771-9235,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHvWrYAK,False,,24748589,0030A0000029ojhQAA,0010A000002wBLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"****DDS****12/23/25 

User needed assistance completing registration - Authenticated user as per KB0021888
Did a password reset for their repnet account as it was locked in ISAM 
User completed registration and linked SF MFA to their account - user signed in successfully

============================================================================================= 
 
****Email Chain****

Good day Samuel,

Thank you for contacting Workspace Support regarding your MGA Workspace Registration.

Using LogMeIn, you were able to reset your RepNet password and complete the registration steps. You also linked the Salesforce authenticator to your Workspace account, and you signed in, out and back into Workspace successfully.



We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T19:54:17.000+0000,False,False,005OH0000097FtCYAU,2025-12-23T19:50:28.000+0000,005OH0000097FtCYAU,2025-12-23T20:21:22.000+0000,005OH0000097FtCYAU,2025-12-23T20:21:22.000+0000,(416)844-7528,,samxm@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHwUXYA0,False,,24749457,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,via workspace or processing.,True,2025-12-23T20:09:58.000+0000,False,False,005OH000006uYrkYAE,2025-12-23T20:06:48.000+0000,005OH000006uYrkYAE,2025-12-23T20:09:58.000+0000,005OH000006uYrkYAE,2025-12-23T20:09:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHwpSYAS,False,,24746608,0030A0000029fysQAA,0010A000002w43NQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected caller,Medium,ASA is calling regarding group benefits. transferred to group net.,True,2025-12-23T19:23:32.000+0000,False,False,005OH00000BFiyTYAT,2025-12-23T19:14:43.000+0000,005OH00000BFiyTYAT,2025-12-23T19:23:32.000+0000,005OH00000BFiyTYAT,2025-12-23T19:23:32.000+0000,,,kurt.daunheimer@raymondjames.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHxdXYAS,False,,24749693,003G0000018f73hIAA,0010A000002wP76QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration password reset,Medium,"****************DDS********** 12/23/2025


ref: KB0021888, KB0022055


***************email chain*******
Hello Taryn,

     It was a pleasure assisting reset your password for product illustration, which allowed you to sign in successfully. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!5
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T21:06:40.000+0000,False,False,005OH00000BFQFHYA5,2025-12-23T20:10:50.000+0000,005OH00000BFQFHYA5,2025-12-23T21:06:41.000+0000,005OH00000BFQFHYA5,2025-12-23T21:06:41.000+0000,(519)376-2736,(519) 270-5984,taryn@bumsteadins.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHxn7YAC,False,,24746281,0030A000007F2JwQAK,0010A00000862gqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration and repnet password reset-,Medium,"*************DDS************** 12/23/2025
User having issues completing registration for repnet. 
DDS authenticated and assisted user with a repnet  password reset.

ref: KB0021888

************Email chain**********

Hello Arvind, 

     It was a pleasure assisting you reset your repnet password and complete registration for workspace. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T19:29:01.000+0000,False,False,005OH00000BFQFHYA5,2025-12-23T19:08:56.000+0000,005OH00000BFQFHYA5,2025-12-23T19:29:01.000+0000,005OH00000BFQFHYA5,2025-12-23T19:29:01.000+0000,(416)709-9250,,sukoonfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHxtaYAC,False,,24746953,003G0000018f6efIAA,0010A000002wOchQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Conquest SSO error,Medium,"*** DDS Dec 23rd, 2025 ***
User cannot open Conquest, so following KB0017390, I escalated to L2 to send ticket.
===============",True,2026-02-05T20:41:11.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-23T19:20:44.000+0000,005OH00000AbJ7aYAF,2026-02-05T20:41:11.000+0000,005OH00000AbJ7aYAF,2026-02-05T20:41:11.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHxyRYAS,False,,24747869,0030A0000029ojhQAA,0010A000002wBLQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"Only got users first name and code. User cut the line immediately after provide the following information. 

Code: H8508",True,2025-12-23T19:41:58.000+0000,False,False,005OH00000BG5v4YAD,2025-12-23T19:38:13.000+0000,005OH00000BG5v4YAD,2025-12-23T19:41:58.000+0000,005OH00000BG5v4YAD,2025-12-23T19:41:58.000+0000,(416)844-7528,,samxm@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHyL5YAK,False,,24750459,003G0000018f70IIAQ,0010A000002wP3jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ERR-P202 - INC1947262,Medium,"*** DDS 29DEC2025 *** 

details visible, advised user

*** DDS 24DEC2025 ***
INC1947262 submitted

***DDS Dec.23/2025***
Advisor is getting the ERR-P202 code when trying to access policy 8512973-9 on Workspace. Escalated this to L2 , Gathered all the necessary supporting info/screenshot to investigate this matter further and sent it to the Workspace Service Leaders inbox. Responded to the user and advised this has been escalated and we will reach out as soon as we have an update.

REF KB: KB0021789

*****Email*****

Hello Bill,

We have heard back from our Digital Hub team, they have applied a fix and product details for this policy are currently visible in Workspace. Please let me know if there is anything else we can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Hello @Workspace Service Leaders,

Advisor is getting the Error: ERR-P202 message when trying to access the policy 8512973-9 on Workspace. Please find below the necessary supporting info/screenshot to investigate this further.

Salesforce ID: 0030A0000028xFRQAY
Advisor's First Name: WILLIAM (Alias: Bill)
Advisor's Middle Name: ANDREW
Advisor's Last Name: MURDOCK
Policy Number: 8512973-9
Policy Address : 02iOH00000Ibhz2YAB
Client's First Name: COLIN 
Client's Middle Name: ROBERT 
Client's Last Name: CHALK
DOB: April 26/1960
Screenshot of error message (if possible): Attached

 

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 23, 2025 1:29 PM
To: Murdock, Bill <bill@indesignfinancial.com>
Subject: RE: Error message 2 days - Error: ERR-P202 - Case - 24750459

Hello Bill,

Thanks for contacting the Workspace Support team regarding the Error: ERR-P202 message you are encountering on Workspace.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Bill Murdock <bill@indesignfinancial.com> 
Sent: December 23, 2025 12:49 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Error message 2 days - Error: ERR-P202 - Case - 24750459

Getting this error message for 2 days on this client Asset 8512973-9 Account COLIN ROBERT CHALK Asset Owner Name Bill Murdock QAFP, EPC Kind Individual life insurance policy Company LL Sorry, something went wrong. We're working to fix it as
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Getting this error message for 2 days on this client


Asset
8512973-9
Account
COLIN ROBERT CHALK
Asset Owner Name
Bill Murdock QAFP, EPC
Kind





Individual life insurance policy
Company
LL
 
Sorry, something went wrong. We're working to fix it as quickly as possible. Please come back later.
Error: ERR-P202",True,2025-12-29T17:10:48.000+0000,False,False,005OH000006wv2TYAQ,2025-12-23T20:24:31.000+0000,005OH00000BFQFBYA5,2025-12-29T17:10:48.000+0000,005OH000006wv2TYAQ,2025-12-29T17:10:48.000+0000,(604)617-1508,(604) 617-1508,bill@indesignfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iHzViYAK,False,,24750893,0030A0000067EXoQAM,0010A000006rusbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:32:48.000+0000,False,False,005OH000004Ir1xYAC,2025-12-23T20:32:48.000+0000,005OH000004Ir1xYAC,2025-12-23T20:32:49.000+0000,005OH000004Ir1xYAC,2025-12-23T20:32:49.000+0000,(403)452-3886,(403) 809-4928,vivienchen@crius.ca,(403)452-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iI0eZYAS,False,,24750430,003OH00000XP7bBYAT,0010A000002vu0BQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:23:58.000+0000,False,False,0055o000001t1uPAAQ,2025-12-23T20:23:58.000+0000,0055o000001t1uPAAQ,2025-12-23T20:23:59.000+0000,0055o000001t1uPAAQ,2025-12-23T20:23:59.000+0000,,6479788023,ricky@trinityfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iI1HFYA0,False,,24746970,003G0000018f6ZGIAY,0010A000002wOWLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge request,Medium,"***DDS Jan.19/2026***
User says they still did not get the merge prompt for the client RONALD A MARSH, Investigated further by logging in as the user to their Workspace and confirmed the merge prompt does not appear on either contact files, checked CIS/Workspace and made sure the client's info matched. Gathered the necessary supporting info and escalated the merge issue to L2 to investigate further.

***DDS Dec.23/2025***
Completed merge request for the user for Ronald A Marsh. Advised user We've made an amendment to [Ronald A Marsh] and you should see the merge prompt within 2 - 4 business days.

LL - Policy- 7520626-4 - Client ID - 0001477104 - IIP - Corrected middle initial from first name field to middle name field. 
LL - Policy -B681423-3 - Client ID - 1459051032 - IIP - Added middle initial to middle name field.
CL- Policy - 310081689 - Client ID - 3421753024 - CIWSU - Corrected middle initial from first name field to middle name field.

REF KB: KB0020913  / KB0015430

*****Email*****

Hello @Workspace Service Leaders,

User is not getting the merge prompt and there is no visible discrepancy in CIS. Please refer to my supporting info below to investigate this matter further.

User: DIANE MALCOLMSON
SF ID: 0030A00000B1LxUQAV
Client's First Name: RONALD
Middle Name: A
Last Name: MARSH
DOB: August 20, 1955
Policy #'s: B681423-3 / 7520626-4 / 310081689
Company: LL / CL
CIS Client ID: 0001477104 / 1459051032 / 3421753024
URL for records: 001OH00000aX18jYAC / 0010A00000C1MK3QAN

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: January 19, 2026 11:48 AM
To: Malcolmson, Diane <diane.malcolmson@parkgatefinancial.ca>
Subject: RE: Merge request - Case - 24746970

Hello Diane,

Thanks for contacting the Workspace Support team regarding the merge issue.

We have gone ahead and escalated this merge issue to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.
You do not need to take any further action currently. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.     

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Warm Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Diane Malcolmson <Diane.Malcolmson@parkgatefinancial.ca> 
Sent: January 19, 2026 11:06 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Merge request - Case - 24746970

Hello, The merge prompt is still not showing. Thanks Diane Malcolmson, Operations Manager Director of Insurance Services 100-3342 Mainway Burlington ON L7M 1A7 Tel: 289-337-4440 | Fax: 289-337-6660 E-mail disclaimer: The contents of this communication,
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello,
The merge prompt is still not showing.

Thanks

Diane Malcolmson,  
Operations Manager
Director of Insurance Services


100-3342 Mainway Burlington ON L7M 1A7
Tel: 289-337-4440  |  Fax: 289-337-6660

E-mail disclaimer: The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”.  [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period.  In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.   



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: January 2, 2026 12:55 PM
To: Diane Malcolmson <Diane.Malcolmson@parkgatefinancial.ca>
Subject: RE: Merge request - Case - 24746970

Hello Diane,

Please give it 1-2 more business days for the merge prompt to appear as Workspace Support was closed on Dec.25/26 & Jan 1st for the holidays.

If you have any other questions, or if the issue persists - please don’t hesitate to reach out to us and we will be happy to assist you!

Take care.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Diane Malcolmson <Diane.Malcolmson@parkgatefinancial.ca> 
Sent: January 2, 2026 6:44 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Merge request - Case - 24746970

The prompt is not showing yet. Thanks, Diane Malcolmson, Operations Manager Director of Insurance Services 100-3342 Mainway Burlington ON L7M 1A7 Tel: 289-337-4440 | Fax: 289-337-6660 E-mail disclaimer: The contents of this communication, including

The prompt is not showing yet.

Thanks,

Diane Malcolmson,  
Operations Manager
Director of Insurance Services


100-3342 Mainway Burlington ON L7M 1A7
Tel: 289-337-4440  |  Fax: 289-337-6660

E-mail disclaimer: The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 

If you no longer want to receive messages like this, please let me know by replying to this email with the word “Unsubscribe”.  [Please note that your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period.  In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.   


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 23, 2025 2:27 PM
To: Diane Malcolmson <Diane.Malcolmson@parkgatefinancial.ca>
Subject: Merge request - Case - 24746970

Hello Diane,

Thank you for reaching out to the Workspace Support Team regarding the merge issue.
 
We've made an amendment to Ronald A Marsh and you should see the merge prompt within 2 - 4 business days. Please check both contact files for the merge prompt. If the issue persists, please reach out to let us know!

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T19:21:05.000+0000,False,False,005OH00000BFQFBYA5,2025-12-23T19:21:05.000+0000,005OH00000BFQFBYA5,2026-01-19T19:33:32.000+0000,005OH00000BFQFBYA5,2026-01-19T19:33:32.000+0000,(289)337-4440,(905) 320-6186,chris.barrett@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iI1tyYAC,False,,24747804,003G0000018f79PIAQ,0010A000002wPCiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected User,Medium,"***WRS 2025-12-23***
User was inquiring why her REER wasn't processed yet.
WRS referred user to ASR.",True,2025-12-23T19:52:32.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T19:36:50.000+0000,005OH00000AX0rVYAT,2025-12-23T19:52:32.000+0000,005OH00000AX0rVYAT,2025-12-23T19:52:32.000+0000,(418)210-0153,(418) 570-1050,mcbouchard@cgsmcb.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iI26tYAC,False,,24750342,0035o000005ym6mAAA,0015o000006WapkAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:22:46.000+0000,False,False,005OH000007fgYjYAI,2025-12-23T20:22:46.000+0000,005OH000007fgYjYAI,2025-12-23T20:22:46.000+0000,005OH000007fgYjYAI,2025-12-23T20:22:46.000+0000,(514)979-4200,,gregor.podgorsak@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007fgYjYAI,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iI3e3YAC,False,,24747728,003G0000018f7BjIAI,0010A000002wPFhQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User asked if the inactive policies will be removed from Workspace Client pages at some point,Medium,"Issue: User asked if the inactive policies will be removed from Workspace Client pages at some point
Advisor or Support Staff: advisor
Email:amy@amy-lee.ca
KBA used:  n/a
Findings: User wants inactive policies to stop being displayed on client pages in Workspace
Troubleshooting steps involved: provided explanation below to user
=====================emails=======================
Hi Amy, 
arc
I created and submitted a feedback improvement ticket on your behalf to the development team regarding adding a way to archive inactive policies in Workspace client pages. 

In regard to your other question, we don’t know when all policy type will be added to Portfolio summaries. Please use this link to stay tuned with the latest updates coming soon: https://www.acp.canadalife.com/updates/updates-adsl.html


I still want to share with you the latest enhancements to the Portfolio Summary in Workspace. Going forward, the summary will include two separate tables (where applicable to a client’s portfolio):

1.	Policies with limited details
This table lists all policies where detailed information isn’t available (excluding Quadrus Mutual Funds, which will appear in the second table).
In addition to the Policy number and Policy/Product name, we’ve now added the Policy or Issue date for greater clarity.

 

2.	Quadrus Mutual Funds
This table lists all Quadrus Mutual Funds a client owns. Alongside the Policy number and Product name, we now display the Setup date for each fund.

 

Let us know if you have any additional questions. 

Have a wonderful day.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Amy Lee <amy@amy-lee.ca> 
Sent: Tuesday, December 23, 2025 2:46 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Client policies inactive - C24747728

I am also wondering how/when all the CL policies will be added to client portfolios? Thank you Amy Lee, RRC Financial Security Advisor www. amy-lee. ca Please note: Effective January 1st I will continue to provide you with the same service using
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am also wondering how/when all the CL policies will be added to client portfolios?

Thank you 

Amy Lee, RRC



That would be good, thank you 

Amy Lee, RRC
Financial Security Advisor
www.amy-lee.ca
 
Please note:  Effective January 1st I will continue to provide you with the same service using this new email address amy@amy-lee.ca



Hi Amy, 

I initially thought you referred to the Portfolio summary button. Inactive policies will remain listed on client pages. These inactive policies are kept in Workspace for conformity purpose. 

However, if you would like to have a way to archive them and stop displaying them on the client Workspace page, I can submit a feedback improvement ticket on your behalf. Just let me know if you want me to create this ticket for you. 

Have a wonderful day. 

Your feedback is essential for my continuous improvement. To help me elevate your experience with my service, please take a minute to complete the quick 5 second survey - Click here to help me reach new heights : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Amy Lee <amy@amy-lee.ca> 
Sent: Tuesday, December 23, 2025 1:10 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Client policies inactive 

Sheila Hatfield, Amy Lee, Donna Camlis, Kevin LaTouf (does not have his CL policy listed), Joseph Dib (does not have his CL policy listed) Thank you Amy Lee RRC www. amy-lee. ca 519-890-8649 From: Workspace Support <WorkspaceSupport@ canadalife. com>
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Sheila Hatfield, Amy Lee, Donna Camlis, Kevin LaTouf (does not have his CL policy listed), Joseph Dib (does not have his CL policy listed)

Thank you 

Amy Lee  RRC

www.amy-lee.ca
519-890-8649






________________________________________
From: Workspace Support <WorkspaceSupport@canadalife.com>
Sent: Tuesday, December 23, 2025 12:34:31 PM
To: Amy Lee <amy@amy-lee.ca>
Subject: RE: Client policies inactive
 
Hi Amy,
 
Thank you for contacting Workspace Support.  
 
Can you send us a few examples (2-3) of clients with a portfolio summary including inactive policies?
 
Thanks for your help.
 
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: Amy Lee <amy@amy-lee.ca>
Sent: Monday, December 22, 2025 2:37 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Client policies inactive
 
Please advise if/when these policy numbers will be deleted from the client portfolio as it is very confusing when pulling up information. Thank you Amy Lee, RRC Financial Security Advisor www. amy-lee. ca Please note: Effective January 1st I will

Please advise if/when these policy numbers will be deleted from the client portfolio as it is very confusing when pulling up information.
 
Thank  you
 
Amy Lee, RRC
Financial Security Advisor
www.amy-lee.ca
 
Please note:  Effective January 1st I will continue to provide you with the same service using this new email address amy@amy-lee.ca
 
 
The contents of this communication including any attachment(s) are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient) please notify the sender immediately and delete or destroy this communication without reading it and without making, forwarding or retaining any copy or record of it or its contents. Thank you. NOTE: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.",True,2025-12-23T19:35:24.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T19:35:24.000+0000,0055o000001zVCKAA2,2025-12-23T20:53:37.000+0000,0055o000001zVCKAA2,2025-12-23T20:53:37.000+0000,(519)890-8649,(519) 890-8649,amy@amy-lee.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iI8AqYAK,False,,24750445,0030A0000058RXIQA2,0010A000005tHr5QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:24:12.000+0000,False,False,005OH000004Ir1xYAC,2025-12-23T20:24:12.000+0000,005OH000004Ir1xYAC,2025-12-23T20:24:12.000+0000,005OH000004Ir1xYAC,2025-12-23T20:24:12.000+0000,(587)937-4906,(587) 937-4906,jamiecrius@gmail.com,(780)450-6670,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iI8QpYAK,False,,24749449,0035o000004V4AHAA0,0015o00000542jdAAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,juvenile application - Simple Protect,Medium,"***DDS*** 12/23/25
Name: Wei na yu
Phone: 778-873-9601
Agent code: F6710
Reference:  Direct Advisor Support Paths (formerly ADSL) 
Hi Wei na,

Thank you for contacting Workspace Support today regarding Simple Protect Juvenile application.

To recap our call for today:

Unfortunately Workspace support is not the best resource for these inquiries as we are not the experts on applications, Please reach out to your Regional Sales Associate (RSA)


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-23T20:06:40.000+0000,False,False,005OH00000BGeeHYAT,2025-12-23T20:06:40.000+0000,005OH00000BGeeHYAT,2025-12-23T20:13:39.000+0000,005OH00000BGeeHYAT,2025-12-23T20:13:39.000+0000,(604)438-1232,(778) 873-9601,weina.yu@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iI90HYAS,False,,24748470,003G0000018f6SLIAY,0010A000002wOOgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Training Request,Medium,"Issue: Workspace Training Request
Advisor or Support Staff: advisor
Email: alan.dollar@adfltd.ca
KBA used: n/a
Findings: n/a
Troubleshooting steps involved: n/a
=====================emails=====================
Hi Alan, 

Thank you for reaching out to the Workspace Support team to schedule a training session. 

To book a Workspace training session, please provide the following:

•	A few dates and times for booking the training session
•	Best number to reach you 
•	Your time zone
•	Any topic you would like to have training on during this call (if nothing specific, we will do an overview of Workspace and its features)

Have a wonderful day. 😊

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, December 23, 2025 2:22 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: Alan Dollar Topic: Workspace Support Would you like additional training on Workspace/Salesforce? Yes
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: Alan Dollar
Topic: Workspace Support
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:",True,2025-12-23T19:48:20.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T19:48:20.000+0000,0055o000001zVCKAA2,2025-12-23T19:48:21.000+0000,0055o000001zVCKAA2,2025-12-23T19:48:21.000+0000,(519)221-8384,(519) 221-8384,alan.dollar@adfltd.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iI9MrYAK,False,,24748559,003G0000018f6rjIAA,0010A000002wOtTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Deleting REQ#,Medium,"*** DDS Dec 23rd, 2025 ***
User wants to delete REQ-2964563 but OnBase does not show it so guided user on deleting it from Workspace and contacting ASC to cancel the request on their side. Followed KB0019293  
================
Bonjour Patricia,

C’était un plaisir de vous parler aujourd’hui pour vous aider à supprimer un document soumis sur l’Espace Affaires.

La requête REQ-2964563 n’est pas présente dans notre base de donnée des requêtes et vous avez supprimé le document de l’Espace Affaires durant notre appel. Vous pouvez désormais contacter le Service aux Conseillers au 1-888-252-1847 avec ce numéro pour leur indiquer que le document et la requête ont été supprimés.

C’était un plaisir de vous aider aujourd’hui au sujet de cette annulation de requête. Si vous avez 20 secondes de libre, vous pouvez remplir ce court sondage pour nous donner des retours sur notre service. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-23T20:13:25.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-23T19:49:57.000+0000,005OH00000AbJ7aYAF,2025-12-23T20:13:26.000+0000,005OH00000AbJ7aYAF,2025-12-23T20:13:26.000+0000,(581)703-3188,(418) 931-8552,patricia.poirier@propulsiongf.com,(855)461-3432,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIAu5YAG,False,,24751354,003G0000018f7jvIAA,0010A000002wPqJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS 2025-12-23***
***Email Chain***
Hello Mike,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.
 
This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Mike,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
1R24P2GI

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Mike Kidney
Code: 97084

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to mike@livebywealth.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-23T20:41:17.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T20:41:17.000+0000,005OH00000AX0rVYAT,2025-12-23T20:41:17.000+0000,005OH00000AX0rVYAT,2025-12-23T20:41:17.000+0000,(709)700-0352,(709) 699-2661,mike@livebywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIBdCYAW,False,,24751457,003G0000018f7jvIAA,0010A000002wPqJQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS 2025-12-23***
Duplicate request.

***Email Chain***
***WRS 2025-12-23***
***Email Chain***
Hello Mike,

Please find the attached file of the requested list of clients, plans and their current KYC status holding mutual funds on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.

This report will also provide you with the current market value for each plan. If the market value $0.00 & the client will no longer be contributing to the plan, you can update the plan status to ‘Closed’ via the Plan Details screen > click Edit > update status to ‘Closed’.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST


Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello Mike,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
1R24P2GI

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST


Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Mike Kidney
Code: 97084

Request 2:
Advisor:
Code:

Request 3:
Advisor:
Code:

Request 4:
Advisor:
Code:

Request 5:
Advisor:
Code:

Please email it to mike@livebywealth.ca

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-23T20:43:31.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T20:43:31.000+0000,005OH00000AX0rVYAT,2025-12-23T20:43:32.000+0000,005OH00000AX0rVYAT,2025-12-23T20:43:32.000+0000,(709)700-0352,(709) 699-2661,mike@livebywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIC4bYAG,False,,24749082,0030A0000029hzhQAA,0010A000002w5mGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:00:24.000+0000,False,False,005OH00000865wTYAQ,2025-12-23T20:00:24.000+0000,005OH00000865wTYAQ,2025-12-23T20:00:24.000+0000,005OH00000865wTYAQ,2025-12-23T20:00:24.000+0000,(403)209-4049,,steele@coveredbysteele.com,(403)265-8720,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000865wTYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIDITYA4,False,,24752152,003G0000018f7xiIAA,0010A000002wQ3tQAE,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,red pur rquest,Medium,asked to send him email on process.  Done,True,2025-12-23T21:06:27.000+0000,False,False,005OH000006uYruYAE,2025-12-23T20:58:59.000+0000,005OH000006uYruYAE,2025-12-23T21:06:27.000+0000,005OH000006uYruYAE,2025-12-23T21:06:27.000+0000,(204)272-9670,,stephen@entrustfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYruYAE,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIDNMYA4,False,,24753945,0030A0000067EXlQAM,0010A000006rusYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T21:42:32.000+0000,False,False,005OH000004Ir1xYAC,2025-12-23T21:42:32.000+0000,005OH000004Ir1xYAC,2025-12-23T21:42:32.000+0000,005OH000004Ir1xYAC,2025-12-23T21:42:32.000+0000,(403)826-5167,,hanyuhong@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIGg6YAG,False,,24750637,0030A0000059DNtQAM,0010A000005txTHQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:28:11.000+0000,False,False,005OH000004Ir1xYAC,2025-12-23T20:28:11.000+0000,005OH000004Ir1xYAC,2025-12-23T20:28:12.000+0000,005OH000004Ir1xYAC,2025-12-23T20:28:12.000+0000,(403)966-0998,,dora.x.wang@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIHDzYAO,False,,24751154,0030A0000029oPSQAY,0010A000002wB3lQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:37:31.000+0000,False,False,005OH000003ds0PYAQ,2025-12-23T20:37:31.000+0000,005OH000003ds0PYAQ,2025-12-23T20:37:32.000+0000,005OH000003ds0PYAQ,2025-12-23T20:37:32.000+0000,(905)493-0378,,wvandenoetelaar@apexinvestment.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIHHIYA4,False,,24751858,003G0000018f6RVIAY,0010A000002wONqQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Partner User Password Reset or Account Unlock,Medium,"***DDS*** 12/23/25
Name: molly sukar
Phone: 905-621-2179
Agent code: F0531
Reference: KB0017399
Advisor name: Rino Cipparrone

Hi Molly,

Thank you for contacting Workspace Support today regarding User Password Reset.

To recap our call for today:
We unlocked your Workspcae and reset the password.
Molly tried logging in and is successful.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-23T20:57:24.000+0000,False,False,005OH00000BGeeHYAT,2025-12-23T20:52:11.000+0000,005OH00000BGeeHYAT,2025-12-23T21:09:13.000+0000,005OH00000BGeeHYAT,2025-12-23T21:09:13.000+0000,(905)767-2964X101,4166974390,rino@cwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIHnRYAW,False,,24750311,0030A0000029eJxQAI,0010A000002w2iWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workpsace Support- MFA,Medium,"KB0022951 - Assisted user to allow push notification on Salesforce. User forgot which authenticator they had set up. 

Email: eunice@egafinancial.ca
Code: 29188 	

*************************************************************************
Good afternoon, Eunice 

Thank you for contacting the Workspace Support Team, it was great speaking with you today with sign in!
 
As a reminder during Workspace login, it will always request a confirmation through the Salesforce Authenticator on your mobile device. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T20:31:17.000+0000,False,False,005OH00000BG5v4YAD,2025-12-23T20:22:09.000+0000,005OH00000BG5v4YAD,2025-12-23T20:31:17.000+0000,005OH00000BG5v4YAD,2025-12-23T20:31:17.000+0000,(604)618-0328,(604) 618-0328,eunice@egafinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIHnXYAW,False,,24753808,003OH00000URFGEYA5,001OH00000b88w0YAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"CIAM - Non Primerica User chooses ""I'm Affiliated with Primerica"" on the registration screen",Medium,"Issue: CIAM - Non Primerica User chooses ""I'm Affiliated with Primerica"" on the registration screen
Advisor or Support Staff: Advisor
Email: CJlovesNaomi@gmail.com
KBA used:  KB0023790
Findings: User was using the primerica registration flow
Troubleshooting steps involved: guided user through registration

=================emails====================
Hi Curtis, 

Thank you for contacting Workspace Support. 

I am glad that I was able to help you finish your Workspace account registration. 

If you have any other issues with your account, don’t hesitate to communicate with us. 

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete our brief survey

Have a wonderful day!
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T21:39:10.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T21:39:10.000+0000,0055o000001zVCKAA2,2025-12-23T23:21:09.000+0000,0055o000001zVCKAA2,2025-12-23T23:21:09.000+0000,(416)919-2970,,cjlovesnaomi@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIIoSYAW,False,,24754172,0030A0000029cP5QAI,0010A000002w19bQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration,Medium,"Support staff having issues with product illustrations.
*************
To recap our call, you were creating a product illustration ; to assist with the illustration your regional sales associate should be able to assist you , their name is Maria.Davis@canadalife.com. I will also provide the TPA access form for your advisor.

If you are having any issues, please let me know in your response
We would love to hear your feedback, I would appreciate if you could fill out this survey 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T22:10:12.000+0000,False,False,005OH00000BFQFCYA5,2025-12-23T21:48:34.000+0000,005OH00000BFQFCYA5,2025-12-23T22:10:12.000+0000,005OH00000BFQFCYA5,2025-12-23T22:10:12.000+0000,(905)707-5220,,ttehranchian@assante.com,(905)707-1035,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIItBYAW,False,,24750532,0030A0000058RXLQA2,0010A000005tHr8QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:25:59.000+0000,False,False,005OH000004Ir1xYAC,2025-12-23T20:25:59.000+0000,005OH000004Ir1xYAC,2025-12-23T20:25:59.000+0000,005OH000004Ir1xYAC,2025-12-23T20:25:59.000+0000,(587)501-6893,,summer52131@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIK3lYAG,False,,24750812,0030A0000067EXoQAM,0010A000006rusbQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:31:18.000+0000,False,False,005OH000004Ir1xYAC,2025-12-23T20:31:18.000+0000,005OH000004Ir1xYAC,2025-12-23T20:31:18.000+0000,005OH000004Ir1xYAC,2025-12-23T20:31:18.000+0000,(403)452-3886,(403) 809-4928,vivienchen@crius.ca,(403)452-3887,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iILnrYAG,False,,24752149,003G0000018f6XxIAI,0010A000002wOV2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration password reset,Medium,"**************DDS*********** 12/23/2025
User calling as they were having issues accessing product illustrations. 
DDS authenticated and assisted user with a repnet password reset and user was able to sign in successfully.

ref: KB0021888, KB0021014,KB0022055

**************EMAIL CHAIN****************
Hello Michael, 

    It was a pleasure assisting reset your password for product illustration, which allowed you to sign in successfully. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T21:12:43.000+0000,False,False,005OH00000BFQFHYA5,2025-12-23T20:58:52.000+0000,005OH00000BFQFHYA5,2025-12-23T21:12:43.000+0000,005OH00000BFQFHYA5,2025-12-23T21:12:43.000+0000,(613)224-8452,(613) 795-4348,mikevincent@mwfg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIMdTYAW,False,,24753090,0030A0000029gGoQAI,0010A000002w4KgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login,Medium,"*12/23*
----------------
Gerry Rellinger
lost my sign in, i am trying to get into Workspace. 
83048
3444
b4583
walked through the password reset on Workspace
user able to log into Workspace

*email*
----------------
Good afternoon Gerry, 

Thank you for contacting the Workspace Support Team with your inquiry.

You did some cleaning in your office but lost your notes for logging into Workspace. We were able to guide you through the password reset process and you were able to log into Workspace. If you have any questions or concerns, please reply to this email

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T22:25:53.000+0000,False,False,005OH000008919xYAA,2025-12-23T21:21:05.000+0000,005OH000008919xYAA,2025-12-23T22:25:53.000+0000,005OH000008919xYAA,2025-12-23T22:25:53.000+0000,(416)271-0817,,gr_f55f@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIMvEYAW,False,,24751745,0030A0000029b0pQAA,0010A000002w03XQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email address update and password reset,Medium,"SUN YUE CHAN

Advisor needed assistance with email address update and password reset. After authentication, assistance provided.

Hello Sun,

Thank you for calling workspace support team. I am so happy to take your call today. 

In our today’s call, you needed assistance with email address update and account unlock. After authentication, email address updated and sent you a link for password reset. After a password reset, we setup salesforce authenticator. At the end, you were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T21:01:06.000+0000,False,False,005OH00000BFiyTYAT,2025-12-23T20:49:55.000+0000,005OH00000BFiyTYAT,2025-12-23T21:01:06.000+0000,005OH00000BFiyTYAT,2025-12-23T21:01:06.000+0000,(514)804-5869,514-804-5869,schan@designedsecurities.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIMwnYAG,False,,24751533,0031600002DTJm7AAH,0010A000002wOHNQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T20:45:09.000+0000,False,False,0055o000001t1uPAAQ,2025-12-23T20:45:09.000+0000,0055o000001t1uPAAQ,2025-12-23T20:45:10.000+0000,0055o000001t1uPAAQ,2025-12-23T20:45:10.000+0000,(416)885-6891,(416) 803-6260,jingrong.dai@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIOLzYAO,False,,24753964,0030A0000029nBIQAY,0010A000002wA4pQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/23/25 

ASA called regarding advisor Marie Turmel's WS login issue
As per the new process for authentication, AMA will inform Marie to contact us directly to resolve the issue.
 
============================================================================================= 
 
****Email Chain****

Bonjour Marie,

Nous avons reçu un appel de la part de votre adjointe concernant le problème d’accès sur l’Espace Affaires.

 Pour vous aider, nous devons communiquer avec vous directement par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace Affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).


 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T21:43:04.000+0000,False,False,005OH0000097FtCYAU,2025-12-23T21:43:04.000+0000,005OH0000097FtCYAU,2025-12-23T21:45:49.000+0000,005OH0000097FtCYAU,2025-12-23T21:45:49.000+0000,(418)856-1144,,marie.turmel@sfl.ca,(418)856-6302,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIP0FYAW,False,,24752261,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,AWD,Medium,email sent as follow up,True,2025-12-23T21:01:59.000+0000,False,False,005OH000006uYrkYAE,2025-12-23T21:01:09.000+0000,005OH000006uYrkYAE,2025-12-23T21:02:00.000+0000,005OH000006uYrkYAE,2025-12-23T21:02:00.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIPMpYAO,False,,24752727,0030A00000CSIR6QAP,0010A00000D3FH6QAN,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Banking Report Request,Medium,"***WRS 2025-12-23***
Duplicate request

***Email Chain***
Hello John,

This email is regarding your request for a list of clients without banking information on Investment Centre. Please find the attached file as reference. A separate password email will follow to access this password-protected Excel file.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST


Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello John,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
9T8DDTZT

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST


Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of clients that don't have banking on file in Investment Centre. The details are as follows:

Request 1:
Advisor:John Eldon Dunseith
Code:29169

Request 2:
Advisor:
Code:

Request 3:
Advisor:
Code:

Request 4:
Advisor:
Code:

Request 5:
Advisor:
Code:

Please email it to eldon@simardandassociates.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EeNYpivNs0xPtt5qXNELxp4BV9buoalXB0LkUzqVI85o5g?e=zkBivj",True,2025-12-23T21:12:16.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T21:12:16.000+0000,005OH00000AX0rVYAT,2025-12-23T21:12:16.000+0000,005OH00000AX0rVYAT,2025-12-23T21:12:16.000+0000,(519)567-8055,(519) 520-6487,eldon@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIPzWYAW,False,,24752593,0030A00000CSIR6QAP,0010A00000D3FH6QAN,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Banking Report Request,Medium,"***WRS 2025-12-29***
User was still having issues opening encrypted email.
WRS provided further instructions and offered a call to assist in opening email.

***WRS 2025-12-24***
User could not open encrypted email.
WRS resent encrypted email containing report

***WRS 2025-12-23***
***Email Chain***
Hello Eldon,

We’re happy to hear that you were able to open the encrypted email. Please download the Excel file and double click on the file after to try and open it. When trying to open the file, a small window should appear, and you should immediately get prompted to enter a password as per the attached screenshot.

 

This is the text box where you will enter the previously provided password in this email chain.

If you are still having issues with this process, feel free to reply to this email with a date, time with time zone and a phone number so we can arrange a call with you to assist you with this process.

Thank you again for your time. 

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Eldon Dunseith <eldon@simardandassociates.com> 
Sent: December 29, 2025 11:11 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: Password Email - Case 24752593

Hello, I was finally able to get into the encrypted email, this morning. However, I’m unable to open the attached Excel file. I have the original password I received to open the file but the only options for the file are Preview and Download. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

I was finally able to get into the encrypted email, this morning.  However, I’m unable to open the attached Excel file.

I have the original password I received to open the file but the only options for the file are Preview and Download. When I click these options, nothing happens. There is nowhere to use the password.



Eldon Dunseith

Insurance Advisor and Investment Representative

Simard & Associates Wealth Strategies
2565 Ouellette Ave., Suite 110
Windsor ON
N8X 1L9

Cell: (519) 520-6487
Client Service Centre: 1-888-252-1847

""A life is not important except in the impact it has on other lives"" ~ Jackie Robinson
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.



Hello Eldon, 

Thank you for letting us know that you are having issues with the Excel file. The Excel file should be attached to a separately sent encrypted email with the subject “Banking Report Second Email – Case 24752593” as per the attached screenshot. Note that Excel file is not attached to the previous email you responded to.

 

If you are having troubles opening the encrypted email, here are further instructions on how to open an encrypted email:
1.	Double-click to view the encrypted email message fully as it will not be shown in preview.
2.	Once the encrypted email has been double-clicked, “Click Here” should be displayed.
3.	Follow the prompts to view the encrypted email.
a.	If the website is asking for a one-time verification code, note that this is a separate code sent to your inbox or mobile. This is not the code we provided in our previous “Password Email”.
b.	If the website is asking for login credentials, please note that this is your email login credentials.

If you are still having issues with this process, feel free to reply to this email with a date, time with time zone and a phone number so we can arrange a call with you to assist you with this process.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Eldon Dunseith <eldon@simardandassociates.com> 
Sent: December 25, 2025 12:51 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: Password Email - Case 24752593

Hello, Thank you for the reply. I guess my problem now is that I’m not seeing an Excel file. Regards, Eldon Dunseith Insurance Advisor and Investment Representative Simard & Associates Wealth Strategies 2565 Ouellette Ave. , Suite 110 Windsor
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Thank you for the reply.

I guess my problem now is that I’m not seeing an Excel file.


Regards,


Eldon Dunseith

Insurance Advisor and Investment Representative

Simard & Associates Wealth Strategies
2565 Ouellette Ave., Suite 110
Windsor ON
N8X 1L9

Cell: (519) 520-6487
Client Service Centre: 1-888-252-1847

""A life is not important except in the impact it has on other lives"" ~ Jackie Robinson
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.






Hello Eldon,

This email is regarding your request for a list of clients without banking information on Investment Centre. Please find the attached file as reference. As previously mentioned, please use the already provided password from our previous email to access this password-protected Excel file.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.








Hello Eldon,

Thank you for your follow up regarding your report request. Note that the password in this email chain is for the Excel file and is thus not time sensitive. If you are asked to enter a one-time passcode to open the other encrypted email itself, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email.

We will send you another encrypted email containing the Excel file. Once the excel file is downloaded from the email, please use the password from our previous email in this chain to open the Excel file.

If you are still having difficulties opening the email and the Excel file, please feel free to reply to this email and we would love to assist you further.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 





Hello John,

This email is regarding your request for a list of clients without banking information on Investment Centre. Please find the attached file as reference. A separate password email will follow to access this password-protected Excel file.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello John,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
9T8DDTZT

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello,
A new form response has been received requesting a list of clients that don't have banking on file in Investment Centre. The details are as follows:

Request 1:
Advisor:John Eldon Dunseith
Code:29169

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to eldon@simardandassociates.com 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EeNYpivNs0xPtt5qXNELxp4BV9buoalXB0LkUzqVI85o5g?e=zkBivj",True,2025-12-23T21:08:50.000+0000,False,False,005OH00000AX0rVYAT,2025-12-23T21:08:50.000+0000,005OH00000AX0rVYAT,2025-12-29T17:51:31.000+0000,005OH00000AX0rVYAT,2025-12-29T17:51:31.000+0000,(519)567-8055,(519) 520-6487,eldon@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIQFhYAO,False,,24753565,0030A0000029XqfQAE,0010A000002vxMwQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- CE Centre,Medium,"User is receiving the error message URL is not available. - Advised user to troubleshoot and clear cookies and caches images. 
User was prompted to set up MFA but does not want to do that (does not want to download app nor add extension on computer) 

Email: jsweeney@oakhavenfinancial.com 

*************************************************************
Good afternoon, John 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the Learning Centre!
 
Unfortunately, as indicated over the phone you will need to set up an MFA to sign into Workspace. Regarding the Learning Center I suggest contacting them directly to see if there are any other options for you too access them other than Workspace. Please contact them at learningcentreadministrator@canadalife.com. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T21:48:43.000+0000,False,False,005OH00000BG5v4YAD,2025-12-23T21:33:47.000+0000,005OH00000BG5v4YAD,2025-12-23T21:50:32.000+0000,005OH00000BG5v4YAD,2025-12-23T21:50:32.000+0000,(705)812-2168,,jsweeney@oakhavenfinancial.com,(705)812-2172,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIQUBYA4,False,,24752393,0035o000005fTDSAA2,0015o000006EIOvAAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T21:04:19.000+0000,False,False,0055o000001NWfMAAW,2025-12-23T21:04:19.000+0000,0055o000001NWfMAAW,2025-12-23T21:04:19.000+0000,0055o000001NWfMAAW,2025-12-23T21:04:19.000+0000,(416)817-2557,,rehillmanjit@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIQifYAG,False,,24752311,003OH00000WaPDlYAN,001OH00000e15wfYAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Call back,Medium,"User called requiring to Speak to Keven regarding a previous case. Kevin will call back- requested over Teams. 

Email: lukasolach24@gmail.com 
Code: H8565 	 	 
Case: 24734095 
Phone: 905-388-4637",True,2025-12-23T21:07:22.000+0000,False,False,005OH00000BG5v4YAD,2025-12-23T21:02:23.000+0000,005OH00000BG5v4YAD,2025-12-23T21:07:22.000+0000,005OH00000BG5v4YAD,2025-12-23T21:07:22.000+0000,(905)536-5103,,lukasolach24@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIW1hYAG,False,,24753194,003G0000018f7IxIAI,0010A000002wPODQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password reset,Medium,"Advisor wanted to update their product illustration password.
******************
Hi Peny , thank you for contacting the workspace support today.

To recap our call, I was able to assist you with resetting your password for your product illustrations.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T21:35:22.000+0000,False,False,005OH00000BFQFCYA5,2025-12-23T21:23:46.000+0000,005OH00000BFQFCYA5,2025-12-23T21:35:22.000+0000,005OH00000BFQFCYA5,2025-12-23T21:35:22.000+0000,(416)569-3280,(416) 569-3280,peny@axiomfs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIXnOYAW,False,,24754338,003OH00000WTWf3YAH,001OH00000dpsRSYAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report Request,Medium,"intake form requested 

**EMAIL**

Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: DREW BRADY
Code: 28355, 39216 20692  

Please email it to lauren@bradywealth.ca",True,2025-12-23T21:53:02.000+0000,False,False,005OH0000071DK9YAM,2025-12-23T21:53:02.000+0000,005OH0000071DK9YAM,2025-12-23T21:53:03.000+0000,005OH0000071DK9YAM,2025-12-23T21:53:03.000+0000,(306)519-6261,,lauren@bradywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIXx5YAG,False,,24754532,0030A0000029in3QAA,0010A000002w6QbQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP application error code Azure,Medium,"****DDS****12/23/25 

User is experiencing issues when completing an application in SP - error color code Azure
Followed KB0022199 - verified preferences in NBWA, cleared cookies, cached files and updated chrome browser
User signed in but still got the same error message: Oops, something went wrong - Error code colour Azure
Escalated to Level 2",True,2025-12-23T22:16:22.000+0000,False,False,005OH0000097FtCYAU,2025-12-23T21:59:07.000+0000,005OH0000097FtCYAU,2025-12-23T22:16:22.000+0000,005OH0000097FtCYAU,2025-12-23T22:16:22.000+0000,(250)979-2722,(250) 550-0182,uriah.kane@raymondjames.ca,(250)979-2749,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIYDEYA4,False,,24754621,003OH00000R2LQiYAN,001OH00000Wrwl2YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Update on Contract for New Business Web App Application,Medium,"Issue: Update on Contract for New Business Web A[[ Application
Advisor or Support Staff: advisor
Email:shirley@clarityplanning.ca
summary: The yser eported being unable to log in to the repnet website after receiving an email regarding a new business application update. Upon review, I advised the customer that the email referred to an older system that is no longer in use. I recommended logging in to their Workspace account and checking the New Business tile for updates.
Additionally, I suggested the customer contact their new business coordinator to confirm whether the contract is ready, as it may take some time to appear following the initial notification. I offered to follow up via email if the issue remains unresolved.

=====================EMAILS======================

Hi Shirley, 

I am glad I was able to help you! 😊

Merry Christmas to you and all your family!

This holiday season, we’d love to hear from you! Your feedback is like a Christmas gift to me! Take a moment to share your thoughts on how I helped you by clicking this link 🎁 : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Shirley Li <shirley@clarityplanning.ca> 
Sent: Wednesday, December 24, 2025 1:06 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Phone Call - New Business Contract - C24754621

It worked! Thank you so much Carl. Have a very Merry Christmas. Best regards, Shirley Li BA, MGM Associate Financial Advisor ________________________________________ Clarity Planning Inc. P: 877. 577. 1233 ext. 101 | F: 604. 829. 8846 www. clarityplanning. ca
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
It worked! Thank you so much Carl. 

Have a very Merry Christmas.

Best regards,
 
Shirley Li
BA, MGM
Associate Financial Advisor 
________________________________________ 


Hi Shirley, 

If the document is a policy contract, the password will be the last 4 digits/letters of the policy. So if the policy number is 12345678T. Then, the password would be 678T.


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Shirley Li <shirley@clarityplanning.ca> 
Sent: Wednesday, December 24, 2025 12:34 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Phone Call - New Business Contract - C24754621

Hi Carl, I was able to see the documents now but I am asked to provide a password to open one of the documents. It's the Policy for clients records document. Best regards, Shirley Li BA, MGM Associate Financial Advisor ________________________________________
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carl,

I was able to see the documents now but I am asked to provide a password to open one of the documents.
It's the Policy for clients records document.

 

 

Best regards,
 
Shirley Li
BA, MGM
Associate Financial Advisor 



Hi Shirley, 

Thank you for contacting Workspace Support regarding your application status and contract question. 

As mentioned during our call, if your New Business Coordinator confirm the contract should now be available in your New Business Web app dashboard, send us an email with the name of the applicant, the application number and we will escalate your case. 

Have a wonderful day. 

Thank you for your patience while I was working in your case. I’d really appreciate if you could take a few seconds of your precious time to complete the survey linked in blue and provide me with your feedback: complete our brief survey

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T22:11:24.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T22:02:12.000+0000,0055o000001zVCKAA2,2025-12-24T18:13:40.000+0000,0055o000001zVCKAA2,2025-12-24T18:13:40.000+0000,(877)577-1233X101,7789277878,shirley@clarityplanning.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIYEnYAO,False,,24753596,0031600002VJNLuAAP,0010A000002wO4oQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T21:34:29.000+0000,False,False,005OH0000030c5BYAQ,2025-12-23T21:34:29.000+0000,005OH0000030c5BYAQ,2025-12-23T21:34:30.000+0000,005OH0000030c5BYAQ,2025-12-23T21:34:30.000+0000,(519)280-7458,(519) 280-7458,leo.chacko@leochackocfp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000030c5BYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIYLJYA4,False,,24754842,003OH00000ZuPdvYAF,001OH00000kZezRYAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"#Primerica - User  didnt receive their registration letter and was added as ""testdummyuser"" - WSL",Medium,"Issue: User  didnt receive their registration letter
Name: Siaba Elisabeth Lou Epfe Siah
Email: siaba.louepfesiah@primerica.com
KBA used: KB0023538 & KB0023476
Findings: User cant be found in Siebel nor in Salesforce
Troubleshooting steps involved : not sure if the letter was even sent once, will check with Matt tomorrow. I called the assist desk line and jason wasnt sure as well. 

Update: The user Siebel Activation code is not a Primerica one. They also have the ""testdummyuser"" in Salesforce so a correction is required

======================emails==========================

Hi Jason, 

This case has been escalated to out 2nd level team. 

They will handle this part and let you know.

Have a wonderful day. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: Wang, Jason <Jason.Wang@canadalife.com> 
Sent: Friday, January 2, 2026 2:25 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: SFMC Support <SFMCDMsupport@canadalife.com>; Chen, Angel <Angel.Chen@canadalife.com>
Subject: RE: Appel - lettre d'inscription- C24754842

Hi Carl, 

Please let us know if you still need my team to send the registration email to the advisor listed below. If so, kindly provide the activation code.

o	Email Address (obtain from Siebel under Comm Pref Tab): siaba.louepfesiah@primerica.com
o	First Name: Siaba Elisabeth Lou
o	Last Name : Epfe Siah
o	Language: French
o	Producer code: PA986
o	Activation code: 


Regards,

Jason Wang
Marketing Automation Manager
Jason.wang@canadalife.com | 647-539-2874


Bonjour Siaba, 

Nous avons examiné votre demande et votre dossier a été transmis à notre équipe des responsables des services Espace affaires. Ils prendront désormais en charge le problème, y compris tous les suivis et mises à jour.

Vous n’avez aucune autre mesure à prendre pour le moment. Notre équipe communiquera directement avec vous si des renseignements supplémentaires sont nécessaires et vous tiendra informé de l’évolution du dossier.

Si vous avez des questions entre-temps, veuillez répondre à ce courriel et nous nous ferons un plaisir de vous aider.

Merci de votre patience et de votre collaboration pour résoudre cette situation.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 




Hi @Workspace Service Leaders,

The user below called on December 23rd. They wanted to have their registration letter. They were added to Salesforce on December 30. You will notice their SF record is setup as ""testdummyuser"" and their Siebel activation code seems to be a CL User ID activation code instead of a Primerica one. 

Let me know if you need any additional info. 😊


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 


Hi Carl.

The activation code is correct on SIEBEL.

Thank you.




Tina Garaffa


Hi Angel.

Primerica advisors are auto-registering as part of CIAM.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589

Hi Tina, 


I just wanted to check something with you. 

Normally Primerica activation code start with “PME” : 

 

But when I check Siaba’s activation code in Siebel I see that their activation code format is the same than non Primerica users : 

 

I just wanted to make sure this wouldn’t cause any problem during their registration. 

Can you confirm if their activation code is ok ? 


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 


Hi Angel.

I spoke to the contracting specialist that set up the code for Primerica advisor SIABA LOU EPSE SIAH (PA986), and they forgot to enter the following information on SIEBEL. 

 

They have gone ahead and entered the information on SIEBEL.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist


Hi Tina,

Thank you for providing the Producer Code (PA986). However, the Activation Code is still required to proceed with resending the registration email for Primerica advisor SIABA LOU EPSE SIAH.

Could you please confirm which team is responsible for providing the Activation Code?

Thanks,

Angel Chen


I have checked the registration sent records, and the registration email has not been sent to the provided email address (siaba.louepfesiah@primerica.com).

If you still require us to resend the registration email, please provide the following details:
•	Activation Code
•	Producer Code

These two pieces of information are required to proceed with resending the registration email.

Thanks,

Angel Chen
SFMC Marketing Automation Specialist 


Bonjour Siaba, 

Nous avons reçu une mise a jour pour votre demande. 

Votre code de rémunération a été émis aujourd’hui seulement. Vous recevrez donc votre lettre d’inscription lorsque vos données seront traitées dans nos systèmes. 

Votre lettre n’avait donc pas encore été envoyée. 

Bonne fin de journée! 

J’espère que vous êtes satisfait de la façon dont je vous ai aidé aujourd’hui. Pour m’assurer que je réponde à vos attentes, j’aimerais vraiment que vous répondiez à ce bref sondage de satisfaction : cliquez ici.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: Tuesday, December 30, 2025 3:08 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; SFMC Support <SFMCDMsupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Appel - lettre d'inscription- C24754842

Contracts team has informed us that a new advisor code has been issued today for this advisor.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 30, 2025 2:28 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>; SFMC Support <SFMCDMsupport@canadalife.com>
Subject: FW: Appel - lettre d'inscription- C24754842

Hi @Distribution Methodology and @SFMC Support,

The user below asked to be resent their registration letter. However, we couldn’t find them in Siebel so we are wondering if their registration was even sent. 

Are you able to find if they have a registration or exist in Siebel? 

o	Email Address (obtain from Siebel under Comm Pref Tab): siaba.louepfesiah@primerica.com
o	First Name: Siaba Elisabeth Lou
o	Last Name : Epfe Siah
o	Language: French

Any information would be helpful. 

Thank you. 


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 




Hi @Distribution Methodology and @SFMC Support,

The user below asked to be resent their registration letter. However, we couldn’t find them in Siebel so we are wondering if their registration was even sent. 

Are you able to find if they have a registration or exist in Siebel? 

o	Email Address (obtain from Siebel under Comm Pref Tab): siaba.louepfesiah@primerica.com
o	First Name: Siaba Elisabeth Lou
o	Last Name : Epfe Siah
o	Language: French

Any information would be helpful. 

Thank you. 


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




Bonjour Siaba, 


Merci d’avoir contacté l’équipe du support technique de l’Espace affaires en lien avec votre demande de renvoie de lettre d’inscription. 

Tel que discute, nous recommuniquerons avec vous demain pour savoir si votre lettre a été envoyée ou s’il n’était tout simplement pas encore prête.

Bonne fin de journée. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T21:19:47.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T22:11:21.000+0000,0055o000001zVCKAA2,2026-01-13T16:05:54.000+0000,0055o000001zVCKAA2,2026-01-13T16:05:54.000+0000,(873)455-8462,,siaba.louepsesiah@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIYxzYAG,False,,24754014,0030A0000068yrXQAQ,0010A000006tYRTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T21:44:32.000+0000,False,False,005OH000004Ir1xYAC,2025-12-23T21:44:32.000+0000,005OH000004Ir1xYAC,2025-12-23T21:44:33.000+0000,005OH000004Ir1xYAC,2025-12-23T21:44:33.000+0000,(403)228-3825,,lmcq13@gmail.com,(866)894-7569,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIZNoYAO,False,,24753947,003G0000018f6ncIAA,0010A000002wOpMQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Investment Statement report on IC,Medium,"**EMAIL**

Thanks Megan,

And just to confirm we are looking for the realized gain loss report from January 1, 2025 to today’s date.

Thanks so much,

Chris

Chris Hengen-Braun B.Comm, CFP, CHS
President, HB Wealth Group Inc.
Certified Financial Planner
Investment Representative | Quadrus Investment Services
[m] 306-221-5819 [w] www.hbwealth.ca
        

~ Building your playbook for financial success ~

Book a meeting with us: https://calendly.com/chris-hbwealth

The contents of this communication, including any attachments are confidential and may be priviledged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


Good afternoon Chris,

Thank you for reaching out to Wealth Reporting Support team.

On Investment Centre, the Investment Statement report is available to users to generate on the system to show client’s following gain/loss information. Please note the gain/loss shown in this report is not for tax purposes. It is recommended to reach out to the fund company directly for more details. Please view reference below on how to retrieve the following report.

Step 1. Select Reports
Step 2. Select Planning
Step 3. Select Portfolio
Step 4. Select Investment Statement
Step 5. Search for the following client 
Step 6. Select the following Effective Date (ex. end date)
Step 7. Select Include History, Gain/Loss Format and From Date (ex. Jan. 1, 2025)
Step 8. Generate report 

 


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Young, Megan <Megan.Young@canadalife.com> 
Sent: December 23, 2025 12:33 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>; Hengen-Braun, Christopher <chris@hbwealth.ca>
Cc: Phillips, Tracy <Tracy.Phillips@quadrusinvestment.com>; McNeil, Kailyn <Kailyn.McNeil@canadalife.com>
Subject: FW: Knee Deep Holdings - Capital Dividend Payment
Importance: High

Good Morning,

Wealth Reporting Team, can you support with Chris’ request below?

Thank you,

Megan Young (She/Her)
Operations Experience Consultant  |  Wealth Platforms
Upcoming Absences:
megan.young@canadalife.com  |  289-275-6801

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Chris Hengen-Braun <chris@hbwealth.ca> 
Sent: December 23, 2025 12:27 PM
To: Phillips, Tracy <Tracy.Phillips@quadrusinvestment.com>; Young, Megan <Megan.Young@canadalife.com>; McNeil, Kailyn <Kailyn.McNeil@canadalife.com>
Cc: Hengen-Braun, Christopher <chris@hbwealth.ca>
Subject: [EXT] FW: Knee Deep Holdings - Capital Dividend Payment
Importance: High

Hi Guys, Sorry to bother you, not sure if you are on holidays but I figured I’d reach out. This is about a $5 Million client, and they are looking for a realized gain/loss for his account as of January 1, 2025. Can you point me in the
ZjQcmQRYFpfptBannerStart
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ZjQcmQRYFpfptBannerEnd
Hi Guys,

Sorry to bother you, not sure if you are on holidays but I figured I’d reach out.  This is about a $5 Million client, and they are looking for a realized gain/loss for his account as of January 1, 2025.  Can you point me in the right direction of how to produce this report or whom to go to to produce it?

Thanks so much and Merry Christmas!

Chris

Chris Hengen-Braun B.Comm, CFP, CHS
President, HB Wealth Group Inc.
Certified Financial Planner
Investment Representative | Quadrus Investment Services
[m] 306-221-5819 [w] www.hbwealth.ca
        

~ Building your playbook for financial success ~

Book a meeting with us: https://calendly.com/chris-hbwealth

The contents of this communication, including any attachments are confidential and may be priviledged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Kay, Karmyn <kkay@deloitte.ca> 
Sent: December 23, 2025 8:43 AM
To: Chris Hengen-Braun <chris@hbwealth.ca>
Cc: Volk, Andrea <avolk@deloitte.ca>; Trevor Kidney <kidney_trevor@hotmail.com>
Subject: Knee Deep Holdings - Capital Dividend Payment
Importance: High

Good morning Chris, 

I hope you are well! 

I am reaching out on behalf of Trevor Kidney. We are looking to declare a capital dividend from Knee Deep Holdings for Trevor in 2025, which we are required to declare before the end of 2025. Could you please provide us with a realized gain/loss report for his account for January 1, 2025 to date? We will prepare the dividend declaration and election based on any gains/losses incurred to date in the portfolio for 2025. 

We would appreciate you holding trading until the election has been filed, to ensure the numbers we report to CRA are correct. 

If you have any questions, please let us know. Thank you in advance! 

--
Karmyn Kay, CPA (she/her)
Senior Tax Analyst | Tax & Legal
Suite 400, 122-1st Ave S, Saskatoon, SK, S7K 7E5, Canada
M: +1 (306) 661 8171
kkay@deloitte.ca | deloitteprivate.ca 
--
 

--
I acknowledge that I live and work on Treaty Six Territory: traditional lands of the Cree, Saulteaux, Dene, Stoney, Nakota, Dakota, and the homeland of the Metis nation. As a professional, I acknowledge the harms that were made and are continued to be made towards indigenous peoples. I dedicate myself to learning and celebrating indigenous culture and achievements so that we can create reaffirmed relationship with the indigenous community through decolonization, reconciliation and collaboration. 

Click here to register for the 4 Seasons of Reconciliation course and join us as we work to rebuild trust and restore relationships between Indigenous and non-Indigenous peoples.


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Si vous ne voulez pas recevoir d’autres messages électroniques commerciaux de Deloitte à l’avenir, veuillez envoyer ce courriel à l’adresse unsubscribe@deloitte.ca",True,2025-12-23T21:42:33.000+0000,False,False,005OH0000071DK9YAM,2025-12-23T21:42:33.000+0000,005OH0000071DK9YAM,2025-12-23T21:44:39.000+0000,005OH0000071DK9YAM,2025-12-23T21:44:39.000+0000,(306)221-5819,(306) 221-5819,chris@hbwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIZfWYAW,False,,24754184,003OH00000M94G7YAJ,001OH00000QutDIYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Workspaxce Registration,Medium,"Issue:  Workspaxce Registration
Advisor or Support Staff: advisor
Email:  LCORDIANO@PRIMERICA.COM
KBA used:  KB0023476
Findings: User was waiting for a code instead of using their activation code
Troubleshooting steps involved: help them finish their registration
===================emails======================

Hi Lucas, 

Thank you for contacting Workspace Support for Workspace account registration. 

I am glad I was able to help you finish your Workspace account registration. 

As mentioned during our call, if you have any other issue, don’t hesitate to communicate with us by email or by giving us a call. 

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Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T21:56:38.000+0000,False,False,0055o000001zVCKAA2,2025-12-23T21:48:43.000+0000,0055o000001zVCKAA2,2025-12-23T21:56:39.000+0000,0055o000001zVCKAA2,2025-12-23T21:56:39.000+0000,(289)681-7873,,lcordiano@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIa5JYAS,False,,24753942,003OH00000M974MYAR,001OH00000QutONYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/23*
----------------
Valarie Daley
VALERIE DALEY
p8996
having problems logging into Workspace,
they were getting the prompt to enter the verification code from their authenticator and were expecting the code to arrive in their email 
had them attempt to log in and got error 403
updated browser, cleared cache and cookies, logged in again, was successful. 

*email*
----------------
Good afternoon Valerie, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were logging into Workspace but reached the point where it was asking you to enter your code, you were expecting a code in your email. This was asking for the verification code from your phone, your phone will generate a rotating code that changes, that’s what you need to enter into the Workspace website to log in, you were able to do this and log in successfully. If you have questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T22:33:35.000+0000,False,False,005OH000008919xYAA,2025-12-23T21:42:27.000+0000,005OH000008919xYAA,2025-12-23T22:33:36.000+0000,005OH000008919xYAA,2025-12-23T22:33:36.000+0000,(604)467-2318,,vdaley@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIcv7YAC,False,,24754442,0030A0000029cEJQAY,0010A000002w12HQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-23T21:56:05.000+0000,False,False,0055o000001t1uPAAQ,2025-12-23T21:56:05.000+0000,0055o000001t1uPAAQ,2025-12-23T21:56:06.000+0000,0055o000001t1uPAAQ,2025-12-23T21:56:06.000+0000,(416)499-9626X244,(416) 737-7603,iandm@securelinkfinancial.com,(905)707-7287,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIdHiYAK,False,,24754566,003OH00000GNxpPYAT,001OH00000KKe1EYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,seg fund account showing as one name but should be joint,Medium,"***DDS Dec.23/2025***
User says seg fund account shows as one client but should be a joint account. Advised user to reach out to the CSC for further assiatnce with this matter or reach out to the relay support chat and provided user guidance on where to go in Workspace.

*****Email*****

Hello Jaret,

Thanks for contacting the Workspace Support team regarding the mentioned Seg-Fund account in Workspace.

Please reach out to the Advisor Service Centre at 1-888-252-1847 or Advisor Support Chat in Workspace and they will be able to assist you further with this matter.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Take care.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T22:14:43.000+0000,False,False,005OH00000BFQFBYA5,2025-12-23T22:00:24.000+0000,005OH00000BFQFBYA5,2025-12-23T22:15:43.000+0000,005OH00000BFQFBYA5,2025-12-23T22:15:43.000+0000,(250)390-5044,,jaret.nelson@ipcc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIgfPYAS,False,,24755717,0030A0000029kJsQAI,0010A000002w7fuQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"***DDS Dec.23/2025***
Advisor was having issues accessing Workspace. ADV firm account on SF does not belong to the Advisor Jian Zhang (82328) email and advisor code for the ADV Firm account under the same name is different than the Siebel account i pulled up for this user. Confirmed he was using the wrong email address to log into Workspace. Authenticated user and did a logmein session had user do the forgot password option to the correct email on file user was waiting on the email that had the one time code being sent but he was in a rush and had to leave. Advised him to enter that OTP in Workspace and reset his password and use the correct email to gain access to Workspace.",True,2025-12-23T23:25:21.000+0000,False,False,005OH00000BFQFBYA5,2025-12-23T22:49:13.000+0000,005OH00000BFQFBYA5,2025-12-23T23:25:21.000+0000,005OH00000BFQFBYA5,2025-12-23T23:25:21.000+0000,(905)707-1087,(647) 896-2266,ken.zhang88@gmail.com,(905)707-1086,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIkCkYAK,False,,24755914,0030A000008UCqsQAG,0010A000009ONNwQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA issue,Medium,"****DDS****12/24/25 
Insurance specialist reached out on how we should be authenticating users (via email) 
Based on the previous case mentioned (24451078), they were advised to call us back since authentication is required for MFA disconnection
CC'ed both Bonny and Jenny (delegate with MFA issue) in the email and advised Jenny to call us directly as she is regarding their WS account

****DDS****12/23/25 

User is unable to sign in due to MFA requirement - Authenticated user as per KB0021888
User entered codes from their Microsoft authenticator but still got error message: invalid code
User was uncomfortable uninstalling and reinstalling app - user prefers to contact their insurance firm instead
 
============================================================================================= 
 
****Email Chain****

Good day Bonny and Jenny,

Thank you for following up with this.

We will need to speak with Jenny on the phone directly to help fix this issue as this is regarding their Workspace account for authentication purposes. We do not authenticate via email. As earlier mentioned, we would need to disconnect the existing connection and Jenny will just need to follow the prompts to relink the authenticator to their Workspace account. Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, Monday-Friday.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Thanks, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 









From: Bonny Lam <bonnylam@nicolawealth.com> 
Sent: December 23, 2025 4:31 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Jenny Wong <jwong@nicolawealth.com>
Subject: [EXT] RE: MFA Issue - Case 24755914

Good afternoon Workspace, Jenny has reached out to me for assistance in this matter. She has confirmed that she has never completed the MFA setup process; however, the system appears to indicate that she has. I had another associate reach out
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good afternoon Workspace,

Jenny has reached out to me for assistance in this matter. She has confirmed that she has never completed the MFA setup process; however, the system appears to indicate that she has. I had another associate reach out regarding this same issue as well. Please review case# 24451078.

From past experiences, the team usually asks for identity confirmation before providing support. Here are the necessary details for Jenny:

Jenny’s email address is jwong@nicolawealth.com.
The MGA firm is Nicola Wealth.
Our address is Suite 500, 1508 West Broadway, Vancouver, BC V6J 1W8.
Please note that Jenny was set up with delegate access, so she does not have an advisor code associated with her Workspace profile. This delegate access enables us to view any policies under Nicola Wealth’s book of business. Our branch code is SNICO-41414. 
Additionally, we did not provide phone numbers during portal access registration, so there isn’t a work number associated with our profiles.

In the previous case (# 24451078), Workspace Support eventually was able to provide support by disconnecting the “existing” connection. Please proceed to do this on your system. It has nothing to do with the authentication app and should not involve uninstalling or reinstalling any software.

If you have any questions or need further information, please do not hesitate to reach out. Your assistance with this matter is greatly appreciated.

Thank you, and I hope you have a wonderful day.

Warm regards,
Bonny

 	Bonny Lam 
Insurance Operations Specialist
D: 778-383-6944

From: Jenny Wong <jwong@nicolawealth.com> 
Sent: Tuesday, December 23, 2025 3:22 PM
To: Bonny Lam <bonnylam@nicolawealth.com>
Subject: FW: MFA Issue - Case 24755914

Hi Bonny,

Here is the email I received regarding my call with Canada Life.

Thanks,



 	Jenny Wong CIM® 
Senior Wealth Planning Associate | Client Relationship Manager 

From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: Tuesday, December 23, 2025 3:21 PM
To: Jenny Wong <jwong@nicolawealth.com>
Subject: MFA Issue - Case 24755914

	You don't often get email from clworkspacesupport@canadalife.com. Learn why this is important 

Hello Jenny,

Thank you for contacting Workspace Support regarding the login issue to your Workspace account.

We tried assisting you with fixing the issue with the authenticator but unfortunately, we need to reinstall the authenticator on the device, and you were not comfortable doing so. Whenever you wish to proceed with this step, please give us a call and we'll gladly assist further.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


This email and any attachments may be privileged and/or confidential. If you are not the intended recipient, please notify the sender immediately, delete this email and any copies. Any dissemination, copying, storage or use other than by the intended recipient is unauthorized and strictly prohibited.",True,2025-12-23T23:20:10.000+0000,False,False,005OH0000097FtCYAU,2025-12-23T22:59:22.000+0000,005OH0000097FtCYAU,2025-12-24T19:14:05.000+0000,005OH0000097FtCYAU,2025-12-24T19:14:05.000+0000,(604)739-6450,,bcoutts@nicolawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIlDfYAK,False,,24756418,003G0000018f7GaIAI,0010A000002wPLNQA2,,,,,,,012OH000000ijW5YAI,Open,,Email,,Merge,Medium,"*12/23*
----------------

First Name:Cung
Middle Name
Last Name:Nguyen
DOB:11/11/1983
Policy #'s:
48509297P CIIP3
F031202863 PMUTF
Company:  London Life, Canada Life
CIS Client ID:
CLNTID: 3276336422
CLNTID: 5596594102
URL for records:
https://workspace.canadalife.com/workspace/s/account/001OH00000is9l5YAA/cung-nguyen 
https://workspace.canadalife.com/workspace/s/account/0010A00000CG2uBQAT/cung-nguyen 
Screenshot of any error messages

001OH00000is9l5YAA
48509297P CIIP3
CLNTID: 3276336422

0010A00000CG2uBQAT
F031202863 PMUTF
CLNTID: 5596594102

https://workspace.canadalife.com/workspace/s/account/001OH00000is9l5YAA/cung-nguyen 
https://workspace.canadalife.com/workspace/s/account/0010A00000CG2uBQAT/cung-nguyen 


*email*
----------------",False,,False,False,005OH000008919xYAA,2025-12-23T23:33:14.000+0000,005OH000008919xYAA,2025-12-23T23:33:33.000+0000,005OH000008919xYAA,2025-12-23T23:33:33.000+0000,(604)688-6535,,nelson@wealthsensefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iItfpYAC,False,,24756432,003G0000018f6gGIAQ,0010A000002wOeHQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"*** DDS 24DEC2025 ***
emailed CIS to merge CL accounts

****DDS****12/23/25 

Escalated to level 2 as there is no CIS data to correct - KB0016001
============================================================================================= 
 
****Email Chain****
Good morning CIS team!

Can you please merge the following two CL accounts?

o	First Name: DEBRA
o	Middle Name: A
o	Last Name: FRENCH
o	DOB: 26MAY1954
o	Policy #'s: 411263726/411263700/310127633/310112827/9020957-3, 95049334
o	CIS Client ID’s: 7426375044, 7846533392

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Thank you 😊  
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Good day Judy,

Thank you for reaching out to the Workspace Support team with your merge request below.

We have referred this issue to our 2nd level team for further investigation. Once there is an update, the team will reach out to you directly. If you have any other questions, please do not hesitate to reach out to us and we will be happy to assist!


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 15, 2025 1:16 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Judy Moncrieff (judy@ unityfinancial. ca) has submitted a merge issue. Client details: First name: Debra Middle name (if applicable): Last name: French DOB: May 26, 1954 Policy Number(s): 7371860-0, 411263700,
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ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Judy Moncrieff (judy@unityfinancial.ca) has submitted a merge issue.
 
Client details:
First name: Debra
Middle name (if applicable): 
Last name: French
DOB: May 26, 1954
Policy Number(s): 7371860-0, 411263700, 411263726
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/asset/02i0A000002JMyYQAW/73718600
URL 2: https://workspace.canadalife.com/workspace/s/asset/02iOH00000I2SbCYAV/411263700
URL 3: 
URL 4: 
Additional details:

------------------------------------------

Good morning Judy,

Thank you for contacting Workspace Support regarding the merge issue below. I’ve amended the user’s accounts in our system; you should find that the accounts merge automatically in 2-4 business days. If they haven’t merged after that time, please reach out and I’ll investigate further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T23:34:01.000+0000,False,False,005OH000006wv2TYAQ,2025-12-23T23:34:01.000+0000,005OH0000097FtCYAU,2025-12-24T13:59:19.000+0000,005OH000006wv2TYAQ,2025-12-24T13:59:19.000+0000,(519)518-2025X24,(519) 878-5158,steve@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIvOIYA0,False,,24756539,0035o0000071zNPAAY,0015o000007f2RqAAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing policy in Workspace,Medium,"****DDS****12/23/25 

User found missing policy after using the global search bar as instructed - was advised to contact CSC for correction on the account owner
 
============================================================================================= 
 
****Email Chain****

Hello Claire,

Thank you for contacting Workspace Support regarding the missing policy# 411279714.

I’m glad you were able to locate the policy by using the global search bar on the right side of the page right next to your initials. For correction of the account owner’s name, please contact Client Services Centre (CSC) via 1-888-252-1847 for more support.



We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-23T23:41:53.000+0000,False,False,005OH0000097FtCYAU,2025-12-23T23:41:53.000+0000,005OH0000097FtCYAU,2025-12-24T00:03:02.000+0000,005OH0000097FtCYAU,2025-12-24T00:03:02.000+0000,(431)997-2689,,claireyu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIxzZYAS,False,,24756608,003G0000018f6tVIAQ,0010A000002wOvEQAU,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Merge,Medium,"*12/23*
----------------


First Name:Elaine	
Middle Name
Last Name: Ford
DOB:8/17/1956
Policy #'s:
411293194 CIWSU
Company: Canada Life 
CIS Client ID:
CLNTID: 8288025462
URL for records:
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000AiAmcQAF/elaine-ford?tabset-eee8f=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0015o000007ulmFAAQ/elaine-ford?tabset-bca9e=3
Screenshot of any error messages

0010A00000AiAmcQAF
no products at all 


0015o000007ulmFAAQ
411293194 CIWSU
CLNTID: 8288025462

URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000AiAmcQAF/elaine-ford?tabset-eee8f=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0015o000007ulmFAAQ/elaine-ford?tabset-bca9e=3


*email*
----------------",False,,False,False,005OH000008919xYAA,2025-12-23T23:48:04.000+0000,005OH000008919xYAA,2025-12-24T19:39:11.000+0000,005OH000008919xYAA,2025-12-24T19:39:11.000+0000,(604)576-0060,(604) 787-1498,richard.cushnie@bcfwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iIzqBYAS,False,,24757269,0030A0000029lSBQAY,0010A000002w8cgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,misdirect,Medium,"*12/23*
----------------
h3513

trying to do a an application in workspace, wanted to know if it was possible to submit forms through workspace to the client 
advised since this is a process related question and CSC and Relay chat are closed right now, try to reach out to their RSA 

*email*
----------------
Good afternoon Elio, 

Thank you for contacting the Workspace Support Team with your inquiry.

The Workspace Support Team has very limited how-to information regarding how too or process related questions, we are more for technical support within Workspace itself, we thought it would be better to direct your question towards your RSA or to relay chat. The RSA should be available from this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-insurance-wholesaling-support-contact-sheet.pdf. If you have any other questions or concerns, please reply to this email or call us back.

Your wealth wholesaler can be reached by this link too. https://www.acp.canadalife.com/content/dam/advisors/secure/documents/support/contact/en_ca/canada-life-wealth-wholesaling-support-contact-sheet.pdf

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T01:16:53.000+0000,False,False,005OH000008919xYAA,2025-12-24T01:00:43.000+0000,005OH000008919xYAA,2025-12-24T01:16:53.000+0000,005OH000008919xYAA,2025-12-24T01:16:53.000+0000,(905)466-0347,(905) 466-0347,eliobarbati@netscape.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iJ4zSYAS,False,,24757117,0030A0000082c81QAA,0010A000008v7imQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP app - Redwood error code - INC1947239,Medium,"*** DDS 29DEC2025 ***
user stated they started a new app instead

*** DS 24DEC2025 ***

DAS applied fix, asked user to confirm

*** DDS 24DEC2025 ***
INC1947239 submitted

***DDS Dec.23/2025***
User was getting the redwood error code when trying to complete a SP app. Followed KB0022199 , gathered the necessary info and escalated it to L2. Advised the user this has been escalated and we will reach out as soon as we have an update.

REF KB: KB0022199 

*****Email*****

Hello Samantha,

Thank you very much for your reply and for confirming that you started a new app for your client. Yes, absolutely contact our team if you run into any Simple Protect technical issues in the future as we are happy to assist. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Samantha Belanger <SBelanger@giffordcarr.ca> 
Sent: December 29, 2025 10:07 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Re: SP application issue - Case - 24757117/INC1947239

Hi there, I ended up opening a new session as my meeting with her was at 10am so I couldnt wait, Thank you- should I do the same thing should this happen again? Samantha Book time to meet with me Samantha Belanger Advisor T 613. 596. 9101 | C
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi there,

I ended up opening a new session as my meeting with her was at 10am so I couldnt wait,
Thank you- should I do the same thing should this happen again?

Samantha

 		Book time to meet with me

 	Samantha Belanger
Advisor
T 613.596.9101 | C 613.889.7709

Disclaimer | Privacy Policy

       	  giffordcarr.ca
			





Hello @Workspace Service Leaders,

Advisor is getting the Redwood error color code when completing a SP app for Term Product. I have included the supporting details to investigate this further below.

Full Name:Samantha Belanger
User ID:SamanthaBelanger@clext
Advisor commission code:F6965
Email: sbelanger@giffordcarr.ca
Phone: (613) 889-7709
Application number - 60929368-3
error code/colour - Redwood
Application is for: *insert one only:* (Term Product, Par Product, Large Case Term Product) - Term product

Please let me know if you need further information – thanks for the help!

Saleman A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations    
E: Saleman.ali@canadalife.com 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 23, 2025 6:00 PM
To: Belanger, Samantha <SBelanger@giffordcarr.ca>
Subject: SP application issue - Case - 24757117

Hello Samantha, 

Thanks for contacting the Workspace Support team regarding the Redwood Error code you were receiving when completing a Simple Protect application.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great night!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

----------------------------

Hello Samantha,

We have heard back from our Digital Hub team, and the database has been updated for Simple Protect application 60929368-3. Can you please confirm if you are able to move forward with the application?

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T15:32:28.000+0000,False,False,005OH000006wv2TYAQ,2025-12-24T00:39:40.000+0000,005OH00000BFQFBYA5,2025-12-29T15:32:28.000+0000,005OH000006wv2TYAQ,2025-12-29T15:32:28.000+0000,(613)889-7709,,sbelanger@giffordcarr.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iJ4zTYAS,False,,24757137,003G0000018f72zIAA,0010A000002wP6JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T00:42:17.000+0000,False,False,005OH000002iJPDYA2,2025-12-24T00:42:17.000+0000,005OH000002iJPDYA2,2025-12-24T00:42:18.000+0000,005OH000002iJPDYA2,2025-12-24T00:42:18.000+0000,(604)375-5128,6043755128,serena.wen@serenawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,100.0
500OH00000iJiOJYA0,False,,24758530,003OH00000M91LDYAZ,001OH00000QuxBTYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Authenticator setup,Medium,"ARLENE TERESA PIERSON
Advisor needed assistance with authenticator setup. after authentication, assistance provided.
Hello Arlene,

Thank you for calling workspace support. I am so happy to take your call today.

In our today’s call, you needed assistance with setting up authenticator for first time on Microsoft edge. After authentication, I sent you a password reset link to update password. Then I Installed a Microsoft edge extension in your browser. At the end, you were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T14:15:06.000+0000,False,False,005OH00000BFiyTYAT,2025-12-24T13:46:58.000+0000,005OH00000BFiyTYAT,2025-12-24T14:15:07.000+0000,005OH00000BFiyTYAT,2025-12-24T14:15:07.000+0000,(905)831-6775,,apierson@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iJwIMYA0,False,,24760253,0030A0000029h50QAA,0010A000002w514QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace registration err w1507,Medium,"*********DDS********* 12/24/2025

User calling as they needed assistance with workspace registration
User was getting error w1507 after putting in user id and password.
 DDS authenticated and did a logmein session to assist user with registration.
DDS did a repnet password reset and walked user through registration.

ref: KB0021888


**************email chain*************

Hello Raymond, 

     It was a pleasure assisting you reset your repnet password and complete your registration for workspace. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T15:36:52.000+0000,False,False,005OH00000BFQFHYA5,2025-12-24T15:08:06.000+0000,005OH00000BFQFHYA5,2025-12-24T15:36:52.000+0000,005OH00000BFQFHYA5,2025-12-24T15:36:52.000+0000,(204)777-6699,,blair@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iK6EUYA0,False,,24760370,003OH00000Zfen1YAB,001OH00000k14vVYAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is inquiring about registering for Workspace, as he wants to do Illustration. 
On Siebel, Agreement status is blank and not showing as active. User only got an email Dec.23 (yesterday) that his advisor code became active from Financial Horizon. 

Email: hsharma@monarchwealth.ca 
Code: H9464
HARISH SHARMA

****************************************************************************
Good morning, Harish

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
I would suggest contacting canadalife.contracts&licensing@canadalife.com and Distribution_Methodology@canadalife.com to inquire about your code status in Canada Life systems. 
 
If you have any questions or need further assistance, we’re here to help. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T15:17:42.000+0000,False,False,005OH00000BG5v4YAD,2025-12-24T15:12:41.000+0000,005OH00000BG5v4YAD,2025-12-24T15:27:54.000+0000,005OH00000BG5v4YAD,2025-12-24T15:27:54.000+0000,(416)786-6248,,hsharma@monarchwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iK8RZYA0,False,,24761399,003G0000019nDxAIAU,0010A000002wQ8pQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA Workspace registration,Medium,"ASA-Kim Leroy
Advisor- RAYMOND SMITH
ASA needed assistance with MGA workspace registration. After authentication, assistance provided.

Hello Kim,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with workspace registration. After authentication, you shared your screen with me. I provided you the steps to complete registration, setup new authenticator. At the end, you were able to access workspace account successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T16:04:47.000+0000,False,False,005OH00000BFiyTYAT,2025-12-24T15:45:56.000+0000,005OH00000BFiyTYAT,2025-12-24T16:04:48.000+0000,005OH00000BFiyTYAT,2025-12-24T16:04:48.000+0000,(204)777-6699,(204) 290-8277,blair@onyxfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKBSiYAO,False,,24761804,0030A0000029aaVQAQ,0010A000002vzhPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Redemption form.
**************
Hi Darren , thank you for contacting the workspace support today.

To recap our call, I assisted you with locating the form 70-0017 and we were able to find it.


If you are having any issues, please let me know in your response
We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T16:08:53.000+0000,False,False,005OH00000BFQFCYA5,2025-12-24T15:58:25.000+0000,005OH00000BFQFCYA5,2025-12-24T16:15:57.000+0000,005OH00000BFQFCYA5,2025-12-24T16:15:57.000+0000,(519)746-4221,,darren@darrensweeney.ca,(519)746-4221,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKCuwYAG,False,,24759861,0030A0000029VE4QAM,0010A000002vvCPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace access,Medium,"*** DDS Dec 24th, 2025 ***
User cannot access account. Sent possible steps to log in by email but implied that the easiest and best way would be to call us directly.
=============
Bonjour Francis,

Merci d’avoir contacté notre équipe Espace Affaires pour accéder à votre compte.

Malheureusement nous n’organisons pas d’appel avec les conseillers, je vous conseillerai donc de nous appeler quand vous avez du temps de libre. Notre numéro de téléphone est le 1-888-999-4516 et nous sommes disponibles du Lundi au vendredi de 8h à 20h HNE aujourd’hui ainsi que le 29, 30, 31 Décembre 2025 et à partir du 2 Janvier 2026.

Vous pouvez aussi essayer ces étapes pour vous connecter à votre compte :

Étape 1 : Allez sur Espace affaires ouvrez une session — Canada Vie, indiquez votre adresse courriel et cliquez « Continuer »
Étape 2 : Mettez votre mot de passe et choisissez « AGD/AGA » comme type de compte. Cliquez sur « Ouvrez une session »

 

Étape 3 : Vous aurez le choix de connecter une application d’authentification pour vérifier un code à 6 chiffres à chaque connexion.
Nous conseillons d’utiliser l’application Google Authenticator ou Microsoft Authenticator car elles sont les plus simples à utiliser.
Vous pourriez donc dans ce cas cliquer sur la deuxième option et sur « Continuer » et suivre les étapes pour lier votre compte à l’application de votre choix.

Cette partie peut être technique, donc n’hésitez pas à nous appeler pour que l’on puisse vous aider.

Si vous recevez un message après l’étape 2 indiquant que la combinaison d’email et mot de passe n’a pas fonctionné, vous pouvez donc cliquer sur « Mot de passe oublié? » pour le réinitialiser à travers votre adresse courriel. Si la combinaison avec le nouveau mot de passe ne fonctionne toujours pas, vous devrez nous appeler, car il se peut que votre compte soit bloqué.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com",True,2025-12-24T14:52:17.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-24T14:52:17.000+0000,005OH00000AbJ7aYAF,2025-12-24T15:21:35.000+0000,005OH00000AbJ7aYAF,2025-12-24T15:21:35.000+0000,(450)357-9496,(514) 705-0805,francis.frappier@finexia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKEezYAG,False,,24759971,0031600002WvmVNAAZ,0010A000002wO9bQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,IC cannot log in (Login failed) - INC1947470,Medium,"*** DDS 29JAN2026 ***
marked as resolved by QS (even though ticket is still open) Jan 6, user confirmed, closing case

*** DDS 24DEC2025 ***
INC1947470 submitted

***DDS*** 12/24/25
Name:  REBECCA Murphy
Phone: 613-331-5307
Agent code: 35221
Reference: Call assist.
Advisor name: Sean Murphy

Login failed through both WS and Advice Canada.
Call assist warm transfer to L2

-------------------------------EMAIL

Hello Rebecca,

Thank you for contacting Workspace Support today regarding the ‘login failed’ error that you are getting when accessing Investment Centre through Workspace. We have escalated the issue to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-29T13:19:17.000+0000,False,False,005OH000006wv2TYAQ,2025-12-24T14:56:52.000+0000,005OH00000BGeeHYAT,2026-01-29T13:19:17.000+0000,005OH000006wv2TYAQ,2026-01-29T13:19:17.000+0000,(647)921-9026,,sean@murphyplanningpartners.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKKnlYAG,False,,24763112,0030A000002CnR0QAK,0010A000002zLDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Missing policy after registration-,Medium,"***********DDS*********12/24/2025

User calling concerned as they are not able to view any policy on workspace after completing registration yesterday. Advised user to wait at least 24 hours to allow data to download.


**********email chain**********

Hello Pamela,

      It was a pleasure assisting you today. Regarding not seeing client data after registration, we usually advise to wait 24-48 hours for data to download. If you still happen to not be able to pull client data after that time frame, you can reach out for further assistance. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T16:49:25.000+0000,False,False,005OH00000BFQFHYA5,2025-12-24T16:36:50.000+0000,005OH00000BFQFHYA5,2025-12-24T16:49:25.000+0000,005OH00000BFQFHYA5,2025-12-24T16:49:25.000+0000,(604)970-5565,,lchong@telus.net,(604)322-7891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKLBtYAO,False,,24767372,0030A0000074kAZQAY,0010A000007vTnoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T19:18:06.000+0000,False,False,005OH000004Ir1xYAC,2025-12-24T19:18:06.000+0000,005OH000004Ir1xYAC,2025-12-24T19:18:07.000+0000,005OH000004Ir1xYAC,2025-12-24T19:18:07.000+0000,(403)890-8869,,jinweiguo@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKLdIYAW,False,,24762264,003OH00000I2AU6YAN,001OH00000MBBl6YAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,Can't login,True,2025-12-24T16:13:08.000+0000,False,False,005OH000001yMujYAE,2025-12-24T16:11:48.000+0000,005OH000001yMujYAE,2025-12-24T16:13:09.000+0000,005OH000001yMujYAE,2025-12-24T16:13:09.000+0000,(819)437-8706,,christophe@solutionfinancegoncalves.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yMujYAE,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKLqFYAW,False,,24768647,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge request,Medium,"***DDS Dec.24/2025***
Merge request completed for user for policies 60411659T, F031200414, F031204791,41256409 belonging to the client Ronald Geerts.

CL - Policy - 60411659T - Client ID - 1434894262 - CIIP3 - Updated clients name on CIS from RON to RONALD so the merge prompt can populate for the user 

GWL - Policy - 41256409 - Client ID - 5081995062 - GILB

LL - Policy - F031204791/F031200414 - Client ID - 2925027562 - PMUTF

REF KB: KB0020913

*****Email*****

Hello Luc,

Thank you for reaching out to the Workspace Support Team regarding the merge issue.
 
We've made an amendment to Ronald Geerts, and you should see the merge prompt within 2 - 4 business days. Please check both contact files for the merge prompt. If the issue persists, please reach out to let us know!

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Happy Holidays!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T20:26:20.000+0000,False,False,005OH00000BFQFBYA5,2025-12-24T20:26:20.000+0000,005OH00000BFQFBYA5,2025-12-24T20:37:21.000+0000,005OH00000BFQFBYA5,2025-12-24T20:37:21.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKOWHYA4,False,,24761397,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Voicemail,,VM,Medium,no CL ID.,True,2025-12-24T15:50:19.000+0000,False,False,005OH000006uYrkYAE,2025-12-24T15:45:40.000+0000,005OH000006uYrkYAE,2025-12-24T15:50:19.000+0000,005OH000006uYrkYAE,2025-12-24T15:50:19.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKOktYAG,False,,24764350,0030A0000029Wy9QAE,0010A000002vwd7QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Support staff hasn't waited the 48 hours to register.
****************
Hi Saralyn , thank you for contacting the workspace support today.

To recap our call, you were receiving an error while trying to complete part 2 of the registration. After creating the user ID you will have to wait 48 hours to complete the registration.

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

 Happy Holidays!  

Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T17:32:24.000+0000,False,False,005OH00000BFQFCYA5,2025-12-24T17:17:26.000+0000,005OH00000BFQFCYA5,2025-12-24T17:32:24.000+0000,005OH00000BFQFCYA5,2025-12-24T17:32:24.000+0000,(613)384-5510,,dennis@monarch-financial.ca,(613)384-3037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKT9OYAW,False,,24761979,003G0000018f7UmIAI,0010A000002wPbiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect Link,Medium,"***DDS SL Dec 29 2025***

From previous escalation - user requiring new link for secondary signer for SP application 

===Email Chain===

Good morning Jennifer, 

Thank you for following up with us. 
it is much appreciated. 

We do see that the link was generated for the secondary signer and should have been sent to them. 
We do see that the link is marked as expired, so we have reactivated the link. 

Please see the newly issued link below for the secondary signer. 
_____________________________________________________________________________________________________________________________________________________________________
Please provide this link directly to the Business Owner.

Application: 60925596-0

https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=11267ba0-3a98-48be-b987-9b7c0a91cd17

Expected Information : 
Last Name: Edelbrock
Postal Code: M5X1B8
Insured’s Last Name: Bailey
_____________________________________________________________________________________________________________________________________________________________________

This link will be active for the next 72 hours.
Please note that the link will not work as expected on your device as the servicing advisor, and the link should be accessed only by the client.

Please advise the client to access the link above on a desktop/laptop computer, as mobile devices can cause visibility errors with Simple Protect applications. 
If your client uses a computer designed by Apple, please advise to not use the Safari web browser.
 
If they experience additional interruptions, please do not hesitate to let us know. 
If you have additional questions or require further support, please do not hesitate to let us know.

🔺If you could please spare 10 seconds and complete this survey, this will help me improve my ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a great day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Jennifer Burns <jburns@david-burns.com> 
Sent: December 29, 2025 9:04 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: McFarlane, Janice <janice.mcfarlane@canadalife.com>
Subject: [EXT] FW: Canada Life incomplete application for 60925596-0

HI Kevin I hope you had a nice holiday Christopher Bailet signed nis application A link was supposed to be sent to Andre Edelbrock to sign DO we know if this link was sent to Andre? Should I log into Simple Protect to send a new link? Or do
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
HI Kevin

I hope you had a nice holiday 

Christopher Bailet signed nis application 

A link was supposed to be sent to Andre Edelbrock to sign

DO we know if this link was sent to Andre?

Should I log into Simple Protect to send a new link? 

Or do I need a link from you?

Please advise 

Thank you 

 
 
 	Jennifer Burns
Partner
phone: 613.563.1281 ext. 31 | 1.800.606.0445
email: Jburns@david-burns.com

105 Fourth Ave., Ottawa, ON K1S 2L1
      

The contents of this communication and any attachment(s) are confidential. If you are not the intended recipient, please notify the sender and delete or destroy this communication immediately.
 
 
From: SimpleProtect.Support@canadalife.com <SimpleProtect.Support@canadalife.com> 
Sent: December 26, 2025 1:10 PM
To: Jennifer Burns <jburns@david-burns.com>
Subject: Canada Life incomplete application for 60925596-0

Status review
Dear advisor, 
Andre Edelbrock wasn’t able to successfully review and sign the application online. The link we sent them previously will no longer work. To send a new link:
•	Open the application in SimpleProtect
•	Select ’Change email’ under the signer’s name
•	Enter the signer’s email address and ’Send’
Go to Dashboard 
We care about our clients' privacy. If this email wasn't meant for you, please let us know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can't guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-29T14:17:02.000+0000,False,False,005OH000001yNnaYAE,2025-12-24T16:03:50.000+0000,005OH000001yNnaYAE,2025-12-29T14:17:02.000+0000,005OH000001yNnaYAE,2025-12-29T14:17:02.000+0000,(613)563-1281,ext 31,jburns@david-burns.com,(613)563-0443,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKThFYAW,False,,24762021,0030A0000029VL3QAM,0010A000002vvGZQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"KB0021888 - Advisor did not pass authentication as she cant remember her advisor code. referred to call her MGA for the specific details

==============
Hi Corrine,

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you. 

Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

Hi 
I have retrieved my code B0934. 
If you can send me a link possibly to re-set up my work space an access? 

Thanks 

Corinne Haywood 


Hi Corinne,

Thank you for contacting the workspace support about an issue accessing your workspace.

Our goal is to make doing business with us as easy as possible while keeping your account secure. Unfortunately, we are unable to proceed with your request as of this time. Please call us back once you have confirmed your advisor code from your MGA.

Appreciate your understanding on this matter and apologies for the inconvenience. Happy holidays!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-24T16:14:28.000+0000,False,False,005OH00000BFPZHYA5,2025-12-24T16:05:11.000+0000,005OH00000BFPZHYA5,2025-12-24T19:47:38.000+0000,005OH00000BFPZHYA5,2025-12-24T19:47:38.000+0000,(604)819-6027,,corinne.haywood@raymondjames.ca,(604)769-1717,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKUOwYAO,False,,24767375,003G0000018f782IAA,0010A000002wPBLQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge - same company,Medium,"Merge - same company
=============case info==========
First name: Sherri
Middle name (if applicable): Lynn
Last name: McFadden
DOB: February 15, 1970
Policy Number(s): 60902341T, E060683-9,F010529029, F010550650
Client IDs: CL 1390607284, CL 1423059534, LL 1319574214
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000Auu2wQAB/sherri-lynn-mcfadden
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000ddXlxYAE/sherri-lynn-mcfadden
==============emails===========
Hi Heather, 

Thank you for contacting Workspace Support for your merge issue. 

We have made an internal merge  which should update in Workspace in 2-4 business days. At that time, you should be able to complete the merge for this client in Workspace.

Have a wonderful day!

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Client Information System Support <ClientInformationSystem.Support@canadalife.com> 
Sent: Monday, December 29, 2025 7:40 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: [EXT] Workspace merge issue submission - C24767375

All done 😊

Marcie
Marcie Sholdice (she/her)
Client Information System Support 
Central Services and Strategy 
Marcie.sholdice@canadalife.com
Call Centre Number - 1-888-252-1847




Hi CIS, 

When you have a chance, could you please merge the two CL client IDs below: 

Middle name (if applicable): Lynn
Last name: McFadden
DOB: February 15, 1970
Policy Number(s): 60902341T, E060683-9,F010529029, F010550650
Client IDs: CL 1390607284, CL 1423059534, LL 1319574214
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000Auu2wQAB/sherri-lynn-mcfadden
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000ddXlxYAE/sherri-lynn-mcfadden

Thank you 😊


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 


From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Tuesday, December 16, 2025 8:51 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Heather (heather@ unityfinancial. ca) has submitted a merge issue. Client details: First name: Sherri Middle name (if applicable): Lynn Last name: McFadden DOB: February 15, 1970 Policy Number(s): 60902341T,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Heather (heather@unityfinancial.ca) has submitted a merge issue.
Client details:
First name: Sherri
Middle name (if applicable): Lynn
Last name: McFadden
DOB: February 15, 1970
Policy Number(s): 60902341T, E060683-9,
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000Auu2wQAB/sherri-lynn-mcfadden?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000ddXlxYAE/sherri-lynn-mcfadden?tabset-15dae=3
URL 3: 
URL 4: 
Additional details: I have listed the 2 insurance policies but Sherri also has wealth products under the one profile as well that I have not listed.",True,2025-12-30T17:09:06.000+0000,False,False,0055o000001zVCKAA2,2025-12-24T19:18:17.000+0000,0055o000001zVCKAA2,2025-12-30T17:09:07.000+0000,0055o000001zVCKAA2,2025-12-30T17:09:07.000+0000,(519)518-2025,(519) 636-8823,jenn@unityfinancial.ca,(519)518-2026,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKXheYAG,False,,24762815,003G0000018f79YIAQ,0010A000002wPCrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Upload Files to Workspace Direct (Formerly ADSL),Medium,"***DDS*** 12/24/25
Name:  	MAHIR ZAREEF KHALIL
Phone: 647-295 1436
Agent code: F1820
Reference: KB0021997

CRM Decom.  
Advised advisor that adding documents to client files has been removed due to CRM decom.

We’re removing CRM functionalities from Workspace. This means advisors and their delegates won’t be able to see, enter or save the following in Workspace:

Leads
Opportunities
Meetings (events)
Tasks, notes
User defined fields
Family members
External products
CRM field labels (for example, smoking status, power of attorney)
Buy/sell CRM information
File upload
Because none of the other features are changing, advisors will continue to have access to them. This includes submitting documents, accessing products, new business, goals-based planning (paid access) and Relay.

email: 
Hi Mahir,

Thank you for contacting Workspace Support today regarding adding client document.

To recap our call for today:
Unfortunately due to CRM Decommission the ability to add documents to a client file has been removed. (Workspace no longer supports this feature)

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-24T16:57:39.000+0000,False,False,005OH00000BGeeHYAT,2025-12-24T16:28:15.000+0000,005OH00000BGeeHYAT,2025-12-24T17:01:34.000+0000,005OH00000BGeeHYAT,2025-12-24T17:01:34.000+0000,(647)295-1436,(647) 295-1436,mahir@mzkfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKaE7YAK,False,,24763031,0030A0000029eHzQAI,0010A000002w2giQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Policy Missing,Medium,"User is indicating a policy is missing under her Workspace and Advisors Workspace. Policy is jointly held- primary held by Paul (in which the staff does not have TPA access) 

Email: meera@ifcg.com
Code: 62664
Code: 58464
Policy: 60049572c 

*********************************************************************************
Good morning, Meera

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the missing policy!
 
As indicated over the phone, the policy (60049572c) is primarily held under one advisor's code, to get access to any jointly held policy you will need to complete the attached Third Party Access (TPA) to that code in order to view the policy details. 

If you have any questions or need further assistance, we’re here to help. 

I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T17:02:11.000+0000,False,False,005OH00000BG5v4YAD,2025-12-24T16:34:29.000+0000,005OH00000BG5v4YAD,2025-12-24T17:02:25.000+0000,005OH00000BG5v4YAD,2025-12-24T17:02:25.000+0000,(905)202-8430X506,,gmandel@ifcg.com,(416)486-4061,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKcZMYA0,False,,24765183,0035o0000071zNPAAY,0015o000007f2RqAAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Caller Reportedly unable to locate B2B Bank Held Product Info,Medium,"***DDS SL Dec 29 2025***

Caller reportedly unable to locate B@B bank held policy info but no support from DDS required at this time 

===Email Chain===

Good morning Claire and Elly, 

Thank you for contacting the Workspace Support team. We understand that the mentioned product information held under B2B Bank was unable to be found within Workspace. We are happy to assist you with this matter. 

Thank you for letting us know that you were able to receive the needed support in locating this client and product information before receiving a follow up communication from the Workspace Support team. 
It is much appreciated. 

If you have additional questions or require further support, please do not hesitate to let us know.
🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Claire Yu <claireyu@crius.ca> 
Sent: December 25, 2025 3:41 PM
To: Wu, Elly <elly.wu@canadalife.com>
Cc: Claire Yu <claireyu@crius.ca>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Request for Confirmation on B2B Bank Investment Loan Status

Thank You Elly！I have phone service Team Problem has been solved Please do not hesitate to contact me Best regards, Xiangzhou（Claire） YU Telephone： (431) 997 2689 Wu, Elly <elly. wu@ canadalife. com>于2025年12月25日 周四下午12: 11写道： Hi Claire, Thanks
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank You Elly！I have phone service Team Problem has been solved



Please do not hesitate to contact me

Best regards, 

Xiangzhou（Claire） YU
 Telephone： (431) 997 2689



Wu, Elly <elly.wu@canadalife.com>于2025年12月25日 周四下午12:11写道：
Hi Claire, 
 
Thanks for reaching out. I am looping in Workspace support team here for further investigation.
 
Hi team, 
 
Would you please help advisor looking into the issue?
 
Thanks all.
 
Regards,
Elly
 
From: Claire Yu <claireyu@crius.ca> 
Sent: December 18, 2025 3:16 PM
To: Wu, Elly <elly.wu@canadalife.com>
Subject: [EXT] Request for Confirmation on B2B Bank Investment Loan Status
 
Hi Elly, I hope this message finds you well. I am reaching out to seek your assistance regarding an investment of CAD 100,000 related to a B2B Bank Investment Loan for one of my clients. Unfortunately, I am unable to locate any information regarding
Hi Elly,
I hope this message finds you well. I am reaching out to seek your assistance regarding an investment of CAD 100,000 related to a B2B Bank Investment Loan for one of my clients.
Unfortunately, I am unable to locate any information regarding this client in my Workspace. B2B Bank has informed me that everything has been set up, but I cannot find any details in the Canada Life system.
Could you please help me confirm the current status of this order? Additionally, I would appreciate it if you could clarify why the information is not appearing in my Workspace.
Thank you very much for your assistance!
The CLG account number is 411279714. 
The wire order # for the purchase processed is A9FOQSS.
 Client Name(s): Xiangzhou Yu
EASE Transaction No.: 319154

We are pleased to advise you that the application for a loan submitted on behalf of your client has been funded. Details are as follows:


Details:
     Program Name	    Canada Life
     Loan Type	    100% Segregated Fund Loan
     Loan Account No	    840006607045
     Pledged Account No	    20763645
     Loan Amount	    100000
     Interest Rate	    prime rate + 0.75%
     First Payment Date	    01 / 01 / 2026
     Payment Amount	    433.3
     Repayment Type	    Interest-Only
     Frequency	    Monthly
     Amortization	    N/A
 
Thank you.
 
Kind regards,
 
Xiangzhou (Claire)  YU
Sales Representative
Crius Financial Services Corp.
2400-4720 Kingsway, Metrotower II
Burnaby BC V5H 4N2
Cell: (431) 997-2689
Tel: (604) 438-3699
Fax: (604) 438-3690
--------------------------------------------------------------------------------
CONFIDENTIALITY NOTICE: The information in this transmission may contain privileged and confidential information and is intended only for the use of the person or corporate entity to which it is addressed. The confidential nature of this communication remains regardless of whether or not you are an intended recipient. If you are not an intended recipient, please notify the sender immediately and destroy this message and all attachments, without making a copy. Any distribution or reproduction of this message is prohibited. We assume no liability for the interception of any Internet communication or the transmission of computer viruses.",True,2025-12-29T14:25:39.000+0000,False,False,005OH000001yNnaYAE,2025-12-24T17:48:23.000+0000,005OH000001yNnaYAE,2025-12-29T14:25:39.000+0000,005OH000001yNnaYAE,2025-12-29T14:25:39.000+0000,(431)997-2689,,claireyu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKeCuYAK,False,,24764378,0030A0000029phNQAQ,0010A000002wC5TQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T17:18:29.000+0000,False,False,0055o000001NWfMAAW,2025-12-24T17:18:29.000+0000,0055o000001NWfMAAW,2025-12-24T17:18:29.000+0000,0055o000001NWfMAAW,2025-12-24T17:18:29.000+0000,(647)880-1865,905 512 9824,jrnavera@me.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001NWfMAAW,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKgZeYAK,False,,24764644,003G0000018f7xFIAQ,0010A000002wQ3QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Error,Medium,"NAME:MARIO SINOPOLI 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 023160
PHONE: +12049472400 
EMAIL: mario.sinopoli@sinopolifinancial.ca 
 
ISSUE: 
Log in issue with workspace err-w1285 
 
AUTHENTICATION (If Required):
KB0020858 
User was not able to produce an advisor code
 
FINDINGS:
KB0020563 their ISAM is locked and would need to be reset
 
TROUBLESHOOTING/RESOLUTION:

 
EMAIL:

--------------------------------------***DDS DEC/24/2025***--------------------------
Hello Mario,
Thank you for contacting Workspace Support about your log in issues today.
As mentioned on the call, unfortunately, I could not assist you because you did not pass our verification process. Please contact Distribution_Methodology@canadalife.com to request your Advisor Solutions code. You can call back our line for assistance once you have the code. 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-24T17:41:03.000+0000,False,False,005OH00000BGf2TYAT,2025-12-24T17:28:11.000+0000,005OH00000BGf2TYAT,2025-12-24T17:41:03.000+0000,005OH00000BGf2TYAT,2025-12-24T17:41:03.000+0000,(204) 947-2400,(204) 999-8755,mario.sinopoli@sinopolifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKh9GYAS,False,,24769860,0030A0000029hk0QAA,0010A000002w5ZgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T22:40:14.000+0000,False,False,005OH000002iJPDYA2,2025-12-24T22:40:14.000+0000,005OH000002iJPDYA2,2025-12-24T22:40:15.000+0000,005OH000002iJPDYA2,2025-12-24T22:40:15.000+0000,(604)438-3699,(778) 706-1121,karenliao@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKhE1YAK,False,,24765072,003G0000018f7xFIAQ,0010A000002wQ3QQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access- ERR-W1285,Medium,"KB0020563 - Assisted advisor in accessing workspace by unlocking his account in ISAM.
===============

Hi Mario,

Thank you for contacting the workspace support about getting an error when trying to access workspace.

We have identified that your access locked and we have successfully unlocked, and you have reset your password as well. We can confirm that you were able to sign in to workspace as of this time.

We appreciate your time calling us today and  
I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time. Happy Holidays!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-24T18:03:36.000+0000,False,False,005OH00000BFPZHYA5,2025-12-24T17:44:39.000+0000,005OH00000BFPZHYA5,2025-12-24T18:07:46.000+0000,005OH00000BFPZHYA5,2025-12-24T18:07:46.000+0000,(204) 947-2400,(204) 999-8755,mario.sinopoli@sinopolifinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKhPIYA0,False,,24765038,0030A0000029YXkQAM,0010A000002vxwcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor is registering for their MGA workspace.
******
Hi Andrew, thank you for contacting the workspace support today.

To recap our call, we started your MGA workspace registration , to confirm your advisor code you will have to refer to your MGA or APEXA 

If you are having any issues, please let me know in your response

We would love to hear your feedback, I would appreciate if you could fill out this survey 



Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T17:58:40.000+0000,False,False,005OH00000BFQFCYA5,2025-12-24T17:43:18.000+0000,005OH00000BFQFCYA5,2025-12-24T18:04:02.000+0000,005OH00000BFQFCYA5,2025-12-24T18:04:02.000+0000,(289)407-4195,,andrew.potter@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKj7qYAC,False,,24766408,003G0000018f6YtIAI,0010A000002wOVyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge - same company,Medium,"Merge - same company

Client first name: KEVIN
Client middle name:
Client last name: BOUCHARD
DOB: Nov 12, 1994
Policy Number(s): 9265097-2, E208262P
ClientIDS: LL 7474921460, LL 1445682582, GWL 2194875292, 
https://workspace.canadalife.com/workspace/s/account/001OH00000gPCxEYAW/kevin-bouchard
https://workspace.canadalife.com/s/account/0010A000005WvMyQAK/kevin-bouchard

====================emails=======================

Bonjour Maryse, 

Merci d’avoir contacté l’équipe du support technique de l’Espace affaires 

Nous avons fait une modification qui devrait vous permettre de fusionner ces pages clients d’ici 2-4 jours ouvrables.

Bonne journée! 

J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   
 
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 


From: Client Information System Support <ClientInformationSystem.Support@canadalife.com> 
Sent: Monday, December 29, 2025 7:40 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: Kevin Bouchard - Fusion compte - C24766408

All done 😊

Marcie
Marcie Sholdice (she/her)
Client Information System Support 




Hi CIS,

When you have a chance, could you please merge the 2 LL client ids below: 

Client first name: KEVIN
Client middle name:
Client last name: BOUCHARD
DOB: Nov 12, 1994
Policy Number(s): 9265097-2, E208262P
ClientIDS: LL 7474921460, LL 1445682582, GWL 2194875292, 
https://workspace.canadalife.com/workspace/s/account/001OH00000gPCxEYAW/kevin-bouchard
https://workspace.canadalife.com/s/account/0010A000005WvMyQAK/kevin-bouchard


Thank you 😊


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: Bombardier, Maryse <Maryse.Bombardier@canadavie.com> 
Sent: Monday, December 15, 2025 12:22 PM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Cc: Bombardier, Maryse <Maryse.Bombardier@canadavie.com>
Subject: Kevin Bouchard - Fusion compte

Bonjour,
Serait-il possible de vérifier la raison pour laquelle je ne suis pas en mesure de fusionner les deux comptes au nom de Kevin Bouchard ?
Voici les URL
-	https://workspace.canadalife.com/workspace/s/account/001OH00000gPCxEYAW/kevin-bouchard
-	https://workspace.canadalife.com/s/account/0010A000005WvMyQAK/kevin-bouchard
Merci et bonne journée
Passer un joyeux temps des fêtes
 
Maryse Bombardier
Associée, Soutien aux Conseillers/Advisor Support Associate
Tel: (514) 350-6304 
Email/Courriel: Maryse.Bombardier@canadavie.com
☼ Pensez à l'environnement avant d'imprimer ce courriel // ☼ Consider the environment before printing this e-mail.
Veuillez prendre note que je serais en vacances du 24 décembre au 4 janvier 2026.
Vous cherchez un accès rapide aux renseignements sur vos produits de placement, d’épargne et d’assurance? 
Inscrivez-vous à Ma Canada VieMC aujourd’hui pour tout trouver en un seul endroit pratique! 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note : We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-30T17:05:48.000+0000,False,False,0055o000001zVCKAA2,2025-12-24T18:35:58.000+0000,0055o000001zVCKAA2,2025-12-30T17:05:48.000+0000,0055o000001zVCKAA2,2025-12-30T17:05:48.000+0000,(450)687-3971,(514) 239-0732,fb@benoitsf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKlsgYAC,False,,24764849,003G0000018f6uvIAA,0010A000002wOwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Microsoft,Medium,"User indicating that they are not receiving any emails and having issues with his Microsoft. - referred his to CSC

Email: roger@broekefinancial.com 

***************************************************************************
Good afternoon, Broeke

Thank you for contacting the Workspace Support Team, it was great speaking with you today!
 
Please contact the Client service center at 1-888-252-1847 regarding your Microsoft and email issues to see if they can assist to solve your problem.
 
If you have any questions or need further assistance, we’re here to help regarding anytime Workspace technical issues. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T17:41:42.000+0000,False,False,005OH00000BG5v4YAD,2025-12-24T17:35:53.000+0000,005OH00000BG5v4YAD,2025-12-24T17:41:43.000+0000,005OH00000BG5v4YAD,2025-12-24T17:41:43.000+0000,(403)614-5128,(403) 614-5128,roger@broekefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKprYYAS,False,,24767512,0030A0000080W1aQAE,0010A000008sz5SQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T19:26:09.000+0000,False,False,005OH000004Ir1xYAC,2025-12-24T19:26:09.000+0000,005OH000004Ir1xYAC,2025-12-24T19:26:10.000+0000,005OH000004Ir1xYAC,2025-12-24T19:26:10.000+0000,(403)926-3488,,joannahuang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKqneYAC,False,,24767038,0030A0000029aZmQAI,0010A000002vzglQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge - DOB issue,Medium,"Merge - DOB issue

=============case info==========
Client first name: RAYMOND
Client middle name:
Client last name: DUBOIS
DOB: 
Policy Number(s): 310081552, 00197619
ClientIDS: CL 7870768250, cl 9311375314
https://workspace.canadalife.com/s/account/0015o000006IumBAAS/raymond-dubois
https://workspace.canadalife.com/s/account/0015o000006IvLDAA0/raymond-dubois
==============emails===========
Hi Norbert, 

As requested in our initial email, please confirm the correct DOB for this client so that we can provide you the necessary instructions to resolve this merge issue. 

Have a wonderful day. 


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
 
 Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

    
Carl D.
Spécialiste en soutien de la distribution numérique
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 



From: Norbert Collette <ncollette@mymts.info> 
Sent: Monday, December 29, 2025 5:40 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: [EXT] Raymond Dubois 2 profiles on Workspace - C24767038

Ive checked prior to my request to merge these 2 profiles into one as both of the same client are my clients Please check details here attached. THe only thing that might of made a difference is the middle initial PLease merge Thank you On Wed,
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Ive checked prior to my request to merge these 2 profiles into one as both of the same client are my clients
Please check details here attached. THe only thing that might of made a difference is the middle initial
PLease merge
Thank you 





Hi Norbet, 

Thank you for contacting Workspace Support for your merge issue. 

We received your merge issue submission. If you're not being prompted to merge the duplicate accounts in Workspace, there is a chance that the accounts belong to two different clients with the same name. Please confirm that these accounts do belong to the same individual and the correct Date of Birth. Once you can confirm the discrepancy, we will inform you regarding the next steps required.

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 




From: Norbert Collette <ncollette@mymts.info> 
Sent: Monday, December 15, 2025 7:06 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Raymond Dubois 2 profiles on Workspace

Hello Can you please amalgamate the 2 Ramond Dubois (one has an investment account) and one has insurance only profile These are the same person .Thank you -- Norbert Collette Certified Financial Planner Provencher Insurance & Financial
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ZjQcmQRYFpfptBannerEnd
Hello
Can you please amalgamate the 2 Ramond Dubois (one has an investment account) and one has insurance only profile
These are the same person .Thank you


-- 
Norbert Collette
Certified Financial Planner
Provencher Insurance & Financial Services
Unit 209-383 Provencher Blvd.
Winnipeg, MB R2H 0G9
Office: (204) 943-6311
Cell: (204) 291-4681
Fax: (204) 943-6161
Admin Asst: Amie Torres",True,2026-01-02T18:24:59.000+0000,False,False,0055o000001zVCKAA2,2025-12-24T19:03:10.000+0000,0055o000001zVCKAA2,2026-01-02T18:24:59.000+0000,0055o000001zVCKAA2,2026-01-02T18:24:59.000+0000,(204)943-6311,(204) 291-4681,ncollette@mymts.info,(204)943-6161,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKrLOYA0,False,,24766762,003G0000018f6amIAA,0010A000002wOY4QAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace access issue - disconnecting/reconnecting Authenticator,Medium,"***DDS Dec.24/2025***
User said he was prompted to enter the verification code from his authenticator on his mobile device when signing in to Workspace but was unaware that an authenticator was connected to his account. Investigated further and could see there was an Authenticator already connected to the user's account, Advised him to help you with this we would need to connect with you over the phone, and to call us at your convenience and provided Workspace Support's contact info.

REF KB: KB0021888 

*****Email*****

Hello Bruce,

Thanks for contacting the Workspace Support team regarding your Workspace access issue with the Authenticator connected to your account.

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
Our team is available between the hours of 8am to 8pm EST, M-F.
Please be aware, Workspace Support will be closing early tonight at 5 PM EST and will be closed on Dec.25/Dec.26 for the holidays.

If you have any additional questions or require further support, please do not hesitate to reach out to us.
 
Take care & happy holidays.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Osborne, Jen <Jennifer.Osborne@canadalife.com> 
Sent: December 24, 2025 10:14 AM
To: Etherington, Bruce <bruce@etheringtons.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Subject: RE: ACTION REQUIRED: Acknowledge the Advisor Code of Conduct by Nov. 6 | MESURE REQUISE : Attestation de conformité au code de conduite des conseillers d’ici le 6 novembre - Case - 24766762

@Workspace Support would you please help Bruce set up the authenticator app on his phone for his Workspace account? 

Bruce, the authenticator application does multifactor authentication so a bad actor can’t access your Workspace account to view or complete unauthorized transactions on client accounts. 


Jen Osborne, BBA   (she/her)

Assistant Manager, Advisor and Quadrus Compliance • Individual Wealth 
255 Dufferin Avenue | London | Ontario | N6A 4K1       
Phone: (226) 272-0881 | Advisor Compliance
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Bruce Etherington <bruce@etheringtons.com> 
Sent: December 24, 2025 12:09 PM
To: Osborne, Jen <Jennifer.Osborne@canadalife.com>
Subject: [EXT] Re: ACTION REQUIRED: Acknowledge the Advisor Code of Conduct by Nov. 6 | MESURE REQUISE : Attestation de conformité au code de conduite des conseillers d’ici le 6 novembre

Hi again Jen - when I tried to get into workspace, it told me to use the authenticator app on my mobile device to generate a verification code. What is an authenticator app? Bruce Bruce W Etherington BA,CLU,CFP,CHFC Canadian Insurance Hall of
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi again Jen - when I tried to get into workspace, it told me to use the authenticator app on my mobile device to generate a verification code. What is an authenticator app? 
Bruce
Bruce W Etherington 
BA,CLU,CFP,CHFC
Canadian Insurance Hall of Fame
Financial Hall of Fame

Bruce Etherington & Associates
Office: 905 270 3126 
""Family Harmony & Philanthropy/ Helping You Help Others""",True,2025-12-24T18:50:15.000+0000,False,False,005OH00000BFQFBYA5,2025-12-24T18:50:15.000+0000,005OH00000BFQFBYA5,2025-12-24T19:01:54.000+0000,005OH00000BFQFBYA5,2025-12-24T19:01:54.000+0000,(905)270-3126,,bruce@etheringtons.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKsSqYAK,False,,24767416,003G0000018f6mdIAA,0010A000002wOoLQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Change of address made in Copilot for all policies but not in Workspace for all policies - WSL,Medium,"Issue: Change of address made in Copilot for all policies but not in Workspace for all policies
Advisor or Support Staff: advisor
Email:  jag@jag-singh.ca
KBA used: 
Findings: advisor called client service for an address change. The new address is showing correctly for most policies except 141070313 and 141070313
Troubleshooting steps involved:

OLD ADDRESS: 377 NIAGARA DR OSHAWA, ON L1G 8C6
 
NEW ADDRESS: 28 KENNETH ROSS BEND EAST GWILLIMB, ON L9N 0T7

Hello Jag,

We’ve received an update and the address should now be updated. Please let us know if you have any other questions or issues regarding Workspace and we’ll gladly assist. 

If you have a moment, we would greatly appreciate if you could please take a few seconds and fill out our survey. It is very short and provides us much needed feedback for the platform.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com",True,2026-01-02T18:26:02.000+0000,False,False,0055o000001zVCKAA2,2025-12-24T19:20:42.000+0000,0055o000001zVCKAA2,2026-01-02T18:26:02.000+0000,0055o000001zVCKAA2,2026-01-02T18:26:02.000+0000,(416)986-4497,(416) 292-4590,jag@jag-singh.ca,(416)292-4590,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKsirYAC,False,,24765814,003G0000018f6uvIAA,0010A000002wOwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T18:12:50.000+0000,False,False,0055o000002KxaMAAS,2025-12-24T18:12:50.000+0000,0055o000002KxaMAAS,2025-12-24T18:12:50.000+0000,0055o000002KxaMAAS,2025-12-24T18:12:50.000+0000,(403)614-5128,(403) 614-5128,roger@broekefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000002KxaMAAS,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKskTYAS,False,,24765815,003G0000018f7LkIAI,0010A000002wPRQQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,CRM Functionality,Medium,"Advisor has no issues with workspace and she just have specific question about the how to's when it comes to CRM. Referred to client service centre for additional guidance.
============

Hi Karen,

Thank you for contacting the workspace support about an inquiry specific to CRM functionality.

We have confirmed that you can access workspace, you can also download files from CRM and you just need guidance with navigation. I understand that due to the recent changes that happened with CRM there are some confusions with the navigation, and we may need to get assistance with this from our client service centre.

Appreciate your time calling us today and Happy Holidays!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-24T18:26:01.000+0000,False,False,005OH00000BFPZHYA5,2025-12-24T18:12:52.000+0000,005OH00000BFPZHYA5,2025-12-24T18:33:53.000+0000,005OH00000BFPZHYA5,2025-12-24T18:33:53.000+0000,(519)661-7504,(519) 661-7504,karen@karenmitchellcfp.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKtOoYAK,False,,24766543,0030A0000029j6KQAQ,0010A000002w6fHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T18:41:09.000+0000,False,False,005OH00000BfonJYAR,2025-12-24T18:41:09.000+0000,005OH00000BfonJYAR,2025-12-24T18:41:09.000+0000,005OH00000BfonJYAR,2025-12-24T18:41:09.000+0000,(604)939-6163,(778) 836-6163,sultana@shaw.ca,(604)939-1455,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKuMWYA0,False,,24767439,0030A000007j1zcQAA,0010A000008aoeKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T19:21:55.000+0000,False,False,005OH000004Ir1xYAC,2025-12-24T19:21:55.000+0000,005OH000004Ir1xYAC,2025-12-24T19:21:55.000+0000,005OH000004Ir1xYAC,2025-12-24T19:21:55.000+0000,(403)284-0494,,david.stevens@ig.ca,(403)289-9674,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKv2RYAS,False,,24767544,0030A0000081n5MQAQ,0010A000008uHWxQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T19:27:45.000+0000,False,False,005OH000004Ir1xYAC,2025-12-24T19:27:45.000+0000,005OH000004Ir1xYAC,2025-12-24T19:27:45.000+0000,005OH000004Ir1xYAC,2025-12-24T19:27:45.000+0000,(403)803-8668,,errenguan@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKv44YAC,False,,24766883,0030A0000029gCvQAI,0010A000002w4H1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access - ERR-W1282,Medium,"KB0017399 - Assisted the advisor in providing access to his workspace
============

Hi Manuel,

Thank you for contacting the workspace support about getting an error when trying to sign in to workspace.

We have identified that your account locked and we have successfully unlocked it and reset your password. We can also confirm that you were able to access workspace as of this time. Please keep in mind to manually put in the latest password you’ve created instead of selecting the saved password to make sure that the correct password is used.

Appreciate your patience and cooperation in going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-24T19:19:57.000+0000,False,False,005OH00000BFPZHYA5,2025-12-24T18:55:40.000+0000,005OH00000BFPZHYA5,2025-12-24T19:38:48.000+0000,005OH00000BFPZHYA5,2025-12-24T19:38:48.000+0000,(604)689-8289,,myatco@telus.net,(604)689-2801,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKvVTYA0,False,,24766290,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge request,Medium,"***DDS Dec.24/2025***
Merge request completed for user for policy 60840755T belonging to ROBIN M COLLINS.

LL- Policy - 60840755T - Client ID - 1113699564 - CIIP3 - Moved middle initial from first name field to middle name field.

REF KB: KB0020913

*****Email*****

Hello Luc,

Thank you for reaching out to the Workspace Support Team regarding the merge issue.
 
We've made an amendment to Robin M Collins, and you should see the merge prompt within 2 - 4 business days. Please check both contact files for the merge prompt. If the issue persists, please reach out to let us know!

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T18:31:46.000+0000,False,False,005OH00000BFQFBYA5,2025-12-24T18:31:46.000+0000,005OH00000BFQFBYA5,2025-12-24T18:36:30.000+0000,005OH00000BFQFBYA5,2025-12-24T18:36:30.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iKvdVYAS,False,,24766168,0030A0000029j6KQAQ,0010A000002w6fHQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Inquiry on TFSA 411304157,Medium,"****DDS****12/24/25 

User called to inquire about making a digital deposit for a TFSA policy - referred user to their RSA Wealth
 
============================================================================================= 
 
****Email Chain****

Good day Sultana,

Thank you for contacting Workspace Support about making a digital deposit for a TFSA policy. It was a pleasure speaking with you!

For such inquiries, please contact your Regional Sales Associate (RSA) Jessica Leung by email Jessica.Leung@canadalife.com for further assistance.



We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T18:41:44.000+0000,False,False,005OH0000097FtCYAU,2025-12-24T18:26:58.000+0000,005OH0000097FtCYAU,2025-12-24T18:54:49.000+0000,005OH0000097FtCYAU,2025-12-24T18:54:49.000+0000,(604)939-6163,(778) 836-6163,sultana@shaw.ca,(604)939-1455,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL2vCYAS,False,,24768551,003G0000018f72zIAA,0010A000002wP6JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T20:20:20.000+0000,False,False,005OH000002iJPDYA2,2025-12-24T20:20:20.000+0000,005OH000002iJPDYA2,2025-12-24T20:20:21.000+0000,005OH000002iJPDYA2,2025-12-24T20:20:21.000+0000,(604)375-5128,6043755128,serena.wen@serenawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL3nzYAC,False,,24767488,003G0000018f6efIAA,0010A000002wOchQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Conquest Access Issues,Medium,"***DDS 2025-12-24***
User was having issues accessing Conquest after registering for Workspace.
DDS advised user to get added as a delegate first and then trying to access Conquest and to send a screenshot if user is still unable to access Conquest.
 
================================================================================
****Email Chain**
Bonjour Kahina,

Nous sommes très heureux que vous avez pu compléter votre inscription à l’Espace Affaires. Concernant votre problème de Conquest, assurez-vous que vous avez accès aux clients dans l’Espace Affaires avant d’accéder à Conquest.

Pour avoir accès aux clients dans votre compte d’Espace Affaires, le(s) conseiller(s) que vous travaillez avec doit vous ajouter comme déléguée depuis leur compte d’Espace Affaires. Ils peuvent faire cela en suivant les instructions suivantes :
1.	Cliquez sur les initiales de votre nom en haut à droite de la page.
2.	Cliquez sur Mes Paramètres.
3.	Naviguez à l’onglet Gérer les délégués
4.	Cliquez sur le bouton Ajouter des délégués pour ajouter un délégué.
5.	Entrez l’information nécessaire.

Notez que les clients peuvent prendre jusqu’à 48 heures ouvrables avant d’apparaitre sur l’Espace Affaires après l’ajout d’un délégué. Si après cela, vous n’êtes toujours pas capable d’accéder à Conquest, répondez à ce courriel avec une capture d’écran de ce que vous voyez quand vous essayez d’accéder à Conquest et nous pourrons investiguer ce problème plus profondément.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Kahina Benbarkat <kbenbarkat@claudelegault.ca> 
Sent: December 23, 2025 1:52 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: Inscription Espace Affaires - 24730862 - INC1946335

Bonjour, J’arrive à me connecter à Workspace, cependant, je n’arrive pas à accéder à Conquest. Pouvez-vous svp m’assister avec cela? Merci. De : Workspace Support <WorkspaceSupport@ canadalife. com> Envoyé : 23 décembre 2025 11: 14 À : Kahina
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 
J’arrive à me connecter à Workspace, cependant, je n’arrive pas à accéder à Conquest.
Pouvez-vous svp m’assister avec cela?

Merci.

De : Workspace Support <WorkspaceSupport@canadalife.com> 
Envoyé : 23 décembre 2025 11:14
À : Kahina Benbarkat <kbenbarkat@claudelegault.ca>
Objet : RE: Inscription Espace Affaires - 24730862 - INC1946335

Bonjour Kahina,

Nous avons des bonnes nouvelles pour vous! Notre équipe technique vient de nous informer que votre problème technique avec votre inscription à l’Espace Affaires devrait maintenant être réglé. Vous pouvez maintenant compléter votre inscription à l’Espace Affaires en suivant les mêmes étapes qu’avant.

Si vous rencontrez toujours des problèmes, n’hésitez pas à répondre à ce courriel ou à nous téléphoner et nous pourrons vous assister.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support 
Sent: December 23, 2025 9:17 AM
To: Benbarkat, Kahina <kbenbarkat@claudelegault.ca>
Subject: Inscription Espace Affaires - 24730862 - INC1946335

Bonjour Kahina,

Merci pour votre appel concernant votre inscription à l’Espace Affaires. Comme nous en avons discuté, nous avons donné ce problème d’inscription à notre équipe technique et nous vous informerons une fois qu’ils nous donnent une mise à jour.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien
 
Merci, 
  
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T19:24:48.000+0000,False,False,005OH00000AX0rVYAT,2025-12-24T19:24:48.000+0000,005OH00000AX0rVYAT,2025-12-24T19:24:48.000+0000,005OH00000AX0rVYAT,2025-12-24T19:24:48.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL40uYAC,False,,24768463,0030A0000029VrXQAU,0010A000002vvj3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T20:15:17.000+0000,False,False,005OH000002iJPDYA2,2025-12-24T20:15:17.000+0000,005OH000002iJPDYA2,2025-12-24T20:15:17.000+0000,005OH000002iJPDYA2,2025-12-24T20:15:17.000+0000,(604)278-0122,,sam.zhang@grandtag.ca,(604)278-0133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL4SJYA0,False,,24767908,0030A0000029WUJQA2,0010A000002vwCsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Additional training request,Medium,"*12/24*
----------------

*email*
----------------

Good afternoon Wynn, 

Thank you for contacting the Workspace Support Team with your inquiry. 

We have received a request for additional Workspace training; please reply with what part of Workspace would you like the additional assistance with and a time when we can go over this with you. My office hours are 12pm – 8pm EST but if that availability does not work for you, please let us know. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T19:49:32.000+0000,False,False,005OH000008919xYAA,2025-12-24T19:45:49.000+0000,005OH000008919xYAA,2025-12-24T19:49:32.000+0000,005OH000008919xYAA,2025-12-24T19:49:32.000+0000,(204)946-3540,,wynnsweatman@outlook.com,(204)947-2438,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL4VWYA0,False,,24767401,0030A000007bW7pQAE,0010A000008TTgQQAW,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T19:19:56.000+0000,False,False,005OH000004Ir1xYAC,2025-12-24T19:19:56.000+0000,005OH000004Ir1xYAC,2025-12-24T19:19:56.000+0000,005OH000004Ir1xYAC,2025-12-24T19:19:56.000+0000,(825)540-3766,,szurevinski@acumenestate.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL6AnYAK,False,,24768248,0030A0000029VrXQAU,0010A000002vvj3QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T20:02:24.000+0000,False,False,005OH000002iJPDYA2,2025-12-24T20:02:24.000+0000,005OH000002iJPDYA2,2025-12-24T20:02:24.000+0000,005OH000002iJPDYA2,2025-12-24T20:02:24.000+0000,(604)278-0122,,sam.zhang@grandtag.ca,(604)278-0133,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL6ifYAC,False,,24768523,003G0000018f6voIAA,0010A000002wOxgQAE,,,,,,,012OH000000ijW5YAI,Open,,Email,,merge,Medium,"*12/24*
----------------
does not meet the criteria for either corp name mismatch or same company products 


0010A00000AWPS5QAP
40605471 GILB
CLNTID: 7678131424

001OH00000hS48CYAS
60787798T CIIP3
CLNTID: 5695924442

Client details:
First name: 
Middle name (if applicable): 
Last name: 
DOB: 
Policy Number(s): 60787798T, S0004361P,141116753,40605471,40652350, B679323-0, B749701-6,B796589-9,B801274-0,B802958-2,E176519T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000AWPS5QAP/kaming-financial-inc?tabset-e459e=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000hS48CYAS/kaming-financial-inc?tabset-e459e=3
URL 3: 
URL 4: 
Additional details: 


*email*
----------------",False,,False,False,005OH000008919xYAA,2025-12-24T20:18:41.000+0000,005OH000008919xYAA,2025-12-24T20:19:49.000+0000,005OH000008919xYAA,2025-12-24T20:19:49.000+0000,(506)227-8109,,kaming@rpsfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL7wSYAS,False,,24768433,0030A000009B6p7QAC,0010A00000A93emQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP application inquiry,Medium,"****DDS****12/24/25 

User was unable to update client's phone number for application# 60928907-4 
KB0022955 - advised user to submit application with the error and reach out to their NBC to make the correction OR delete the application
User is unable to submit application# 60928854-0 - escalated to Level for more support
 
============================================================================================= 
 
****Email Chain****

Good day William,

Thank you for contacting Workspace Support regarding the application# 60928907-4.

Once a section is locked in an application, it can no longer be edited. Either the application is deleted, or the application can be submitted and then the advisor will need to contact their New Business Coordinator with the application number to make this correction via email: NBInquiry.Team7@canadalife.com 


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T20:20:20.000+0000,False,False,005OH0000097FtCYAU,2025-12-24T20:13:39.000+0000,005OH0000097FtCYAU,2025-12-24T20:52:18.000+0000,005OH0000097FtCYAU,2025-12-24T20:52:18.000+0000,(403)903-1900,,williamzhu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL90YYAS,False,,24768298,003G0000018f6vwIAA,0010A000002wOxoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge - No visible issue,Medium,"*** DDS 29DEC2025 ***

different advisors, cannot merge, advised user

Merge - No visible issue
=============case info==========
Name:583024 ONTARIO INC 
Policy Number(s): 8314979--6 R0001489U
Client ID: LL 7498067526, CL 2831017052
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000BImLuQAL/583024-ontario-inc
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000cIaDeYAK/583024-ontario-inc
==============emails===========

Good morning Kelly,

Thank you for contacting Workspace Support regarding the merge issue below. We are unable to merge the accounts as there are two different account owners/Advisors. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
--------------------------
Hi @Workspace Service Leaders,

Merge case, no visible issue: 

Name:583024 ONTARIO INC 
Policy Number(s): 8314979--6 R0001489U
Client ID: LL 7498067526, CL 2831017052
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000BImLuQAL/583024-ontario-inc
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000cIaDeYAK/583024-ontario-inc


 
Carl Dombrowski
Digital Distribution Support Specialist  
Distribution Digital Support  
Canada Operations
carl.dombrowski@canadalife.com 
 
   
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
 


From: Swoogo Alerts <noreply@swoogo.com> 
Sent: Monday, December 15, 2025 5:06 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Kelly Gadula (kelly@ rklifestrategies. ca) has submitted a merge issue. Client details: First name: Middle name (if applicable): Last name: DOB: Policy Number(s): 8314979--6 R0001489U Merge details: Number
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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This is an alert to let you know that Kelly Gadula (kelly@rklifestrategies.ca) has submitted a merge issue.
Client details:
First name: 
Middle name (if applicable): 
Last name: 
DOB: 
Policy Number(s): 8314979--6 R0001489U
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000BImLuQAL/583024-ontario-inc?tabset-e459e=3
URL 2: https://workspace.canadalife.com/workspace/s/account/001OH00000cIaDeYAK/583024-ontario-inc?tabset-e459e=3
URL 3: 
URL 4: 
Additional details:",True,2025-12-29T13:21:11.000+0000,False,False,005OH000006wv2TYAQ,2025-12-24T20:05:39.000+0000,0055o000001zVCKAA2,2025-12-29T13:21:11.000+0000,005OH000006wv2TYAQ,2025-12-29T13:21:11.000+0000,(905)682-7722,(905) 736-1353,richard@rklifestrategies.ca,(905)682-7722,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL93mYAC,False,,24768195,0030A0000029XklQAE,0010A000002vxHMQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T19:59:20.000+0000,False,False,005OH000002iJPDYA2,2025-12-24T19:59:20.000+0000,005OH000002iJPDYA2,2025-12-24T19:59:20.000+0000,005OH000002iJPDYA2,2025-12-24T19:59:20.000+0000,(604)438-3699,(778) 998-0657,emmasong@crius.ca,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iL9VDYA0,False,,24768159,0030A0000029a8GQAQ,0010A000002vzLSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T19:57:18.000+0000,False,False,005OH000002iJPDYA2,2025-12-24T19:57:18.000+0000,005OH000002iJPDYA2,2025-12-24T19:57:18.000+0000,005OH000002iJPDYA2,2025-12-24T19:57:18.000+0000,(604)805-8660,(604) 805-8660,amandahqngan@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iLARKYA4,False,,24768567,0030A0000029XsgQAE,0010A000002vxOiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Reset,Medium,"Issue: MFA Reset
Advisor or Support Staff: adv
Email: fionacheng8888@gmail.com
KBA used: 
Findings: 
Troubleshooting steps involved
=======================emails=================
Hi Li, 

Thank you for contacting Workspace Support with your MFA reset request.

I disconnected your MFA from your Workspace account. 

You will find below the procedure to reconnect your Salesforce authenticator to your Workspace account. 

1. Navigate to the Workspace login page and login as usual
•	https://workspace.canadalife.com
•	https://espaceaffaires.canadavie.com
2. After logging in the user will be prompted to choose a verification method, choose Salesforce Authenticator.
 
3. The caller will receive a new screen asking to Connect Salesforce Authenticator
 
Mobile device steps
3. Open the Salesforce Authenticator app on the mobile device
•	If the user has an entry for Workspace already in the app it must be deleted before proceeding. 
o	To delete the existing link: Swipe left on the account and tap Remove or Delete, whichever appears. 
4. The Connect Your account screen should appear, if not tap Add an Account
The two-word phrase should now appear on the app
 
Computer steps
5. Input the Two-Word Phrase from the authenticator app then click Connect
 
Mobile Device steps
6. Tap Got It on the message confirming the account was added. 
 
I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T20:35:52.000+0000,False,False,0055o000001zVCKAA2,2025-12-24T20:21:04.000+0000,0055o000001zVCKAA2,2025-12-24T20:35:53.000+0000,0055o000001zVCKAA2,2025-12-24T20:35:53.000+0000,(647)280-7598,,fionacheng8888@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iLC3FYAW,False,,24768306,003G0000018f7BDIAY,0010A000002wPFCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request,Medium,"****DDS****12/29/25 
Escalated to Level 2 as advised by Assist Line

****DDS****12/24/25 

Verified CoPilot and SF and discovered one of the profiles is a joint account.
We do not merge joint accounts.
User informed.
 
============================================================================================= 
 
****Email Chain****

Hello Shannon,

We have referred this issue to our 2nd level team for further investigation. Once there is an update, the team will reach out to you directly. If you have any other questions, please do not hesitate to reach out to us and we will be happy to assist!

 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Shannon Kellar <shannon@kellarfinancial.com> 
Sent: December 29, 2025 7:53 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kellar, Wendy <wendy@kellarfinancial.com>
Subject: [EXT] RE: Cannot merge client - Case 24768306

Hello Lawrencia, On our end the two links I sent are listed as individual. She has 2 individuals accounts in Workspace and 3 joints with her husband. Is there a way to condense this so this one client doesn’t have 5 accounts? Our other clients
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Hello Lawrencia, 

On our end the two links I sent are listed as individual. She has 2 individuals accounts in Workspace and 3 joints with her husband. Is there a way to condense this so this one client doesn’t have 5 accounts?  Our other clients with joint accounts do not have as many accounts in workspace. 

Thank you 

Warmest regards, 
Shannon Kellar, Office Administrator
For Wendy Kellar CHS  CLU  CEA  B Admin. Financial Security Advisor,
Financial Security Advisor
Investment Representative
Quadrus Investment Services Ltd.

Frankford Home Office
1441 Stockdale Rd, Trenton, ON K8V 5P6
Home Office: 613-398-1394      Fax: 613-398-1608 
mailto:wendy@kellarfinancial.com 

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 24, 2025 3:09 PM
To: Shannon Kellar <shannon@kellarfinancial.com>
Subject: RE: Cannot merge client - Case 24768306

Hello Shannon,

Thank you for contacting Workspace Support regarding your merge issue in Workspace.

After a careful review, we noticed one of the profiles is a joint account while the other is not. In this case, we will not be able to merge these accounts. We can only merge individual to individual accounts and organization to organization accounts.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Shannon Kellar <shannon@kellarfinancial.com> 
Sent: December 16, 2025 9:06 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Kellar, Wendy <wendy@kellarfinancial.com>; Kellar, Norm <norm@kellarfinancial.com>
Subject: [EXT] Cannot merge client

Hi, Wendy’s client Kristin Altenhoff-Macaulay has two accounts on workspace I cannot merge. Workspace is not recognizing it as a duplicate ( one is missing phone number and address). Here are the two links: https: //workspace. canadalife. com/workspace/s/account/0015o000005spUnAAI/kristin-altenhoffmacaulay

Hi, 
Wendy’s client Kristin Altenhoff-Macaulay has two accounts on workspace I cannot merge. Workspace is not recognizing it as a duplicate ( one is missing phone number and address).
Here are the two links:
https://workspace.canadalife.com/workspace/s/account/0015o000005spUnAAI/kristin-altenhoffmacaulay

https://workspace.canadalife.com/workspace/s/account/0015o000007mgOdAAI/kristin-altenhoffmacaulay

Thank you 


Warmest regards, 
Shannon Kellar, Office Administrator
For Wendy Kellar CHS  CLU  CEA  B Admin. Financial Security Advisor,
Financial Security Advisor
Investment Representative
Quadrus Investment Services Ltd.

Frankford Home Office
1441 Stockdale Rd, Trenton, ON K8V 5P6
Home Office: 613-398-1394      Fax: 613-398-1608 
mailto:wendy@kellarfinancial.com 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

If you no longer want to receive these messages, simply reply to this message with the word ‘unsubscribe’ in the subject line.",True,2025-12-29T18:29:20.000+0000,False,False,005OH0000097FtCYAU,2025-12-24T20:05:56.000+0000,005OH0000097FtCYAU,2025-12-29T18:29:20.000+0000,005OH0000097FtCYAU,2025-12-29T18:29:20.000+0000,(613)398-1394,,wendy@kellarfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iLD4BYAW,False,,24768863,003G0000018f72zIAA,0010A000002wP6JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T20:39:03.000+0000,False,False,005OH000002iJPDYA2,2025-12-24T20:39:03.000+0000,005OH000002iJPDYA2,2025-12-24T20:39:04.000+0000,005OH000002iJPDYA2,2025-12-24T20:39:04.000+0000,(604)375-5128,6043755128,serena.wen@serenawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iLEOPYA4,False,,24768640,003G000001B5ymXIAR,0010A000002wQNfQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product illustrations log in,Medium,"*12/24*
----------------
Stanely Wong 
ll35342
GUANG WANG

w6019
i was trying to run inforce illustration, policy issued prior to 2007
a problem with the user ID and password 
walked through pw reset self service option 
user able to log into the app.

*email*
----------------
Good afternoon Stanley, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to illustrate a policy that was issued prior to 2007 but were unable to log into the Product Illustrations app. We were able to successfully guide you through the password reset option on Repnet, you were able to access the app after this. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T20:57:56.000+0000,False,False,005OH000008919xYAA,2025-12-24T20:26:01.000+0000,005OH000008919xYAA,2025-12-24T20:57:56.000+0000,005OH000008919xYAA,2025-12-24T20:57:56.000+0000,(647)988-6191,,stanley.wang@stanleyfinancial.ca,(905)604-3308,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iLEzXYAW,False,,24769206,0031600002N21EbAAJ,0010A000002wNbTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Request - INC1948582,Medium,"*** DDS 30DEC2025 ***
auto merged, user advised

*** DDS 29DEC2025 ***
INC1948582 submitted as one account does not contain assets

****DDS****12/24/25 

Escalated to level 2 since user has only one policy and 2 profiles in WS
 
============================================================================================= 
 
****Email Chain****
Hello Cinthya,

We have heard back from our Digital Hub team and the accounts have been merged automatically. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


Good day Cinthya,

Thank you for reaching out to the Workspace Support team with your merge request below.

We have referred this issue to our 2nd level team for further investigation. Once there is an update, the team will reach out to you directly. If you have any other questions, please do not hesitate to reach out to us and we will be happy to assist!


 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 16, 2025 11:46 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission

This is an alert to let you know that Cinthya (admin@ multigenwealth. ca) has submitted a merge issue. Client details: First name: SONIA Middle name (if applicable): J Last name: DWIRA- SARPONG DOB: April 27, 2000 Policy Number(s): 310106012 Merge
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Cinthya (admin@multigenwealth.ca) has submitted a merge issue.
 
Client details:
First name: SONIA
Middle name (if applicable): J
Last name: DWIRA- SARPONG
DOB: April 27, 2000
Policy Number(s): 310106012
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A00000AO77BQAT/sonia-j-dwirasarpong
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000AKdg0QAD/sonia-dwira-sarpong
URL 3: 
URL 4: 
Additional details:",True,2025-12-24T21:01:36.000+0000,False,False,005OH000006wv2TYAQ,2025-12-24T21:01:36.000+0000,005OH0000097FtCYAU,2025-12-30T14:02:57.000+0000,005OH000006wv2TYAQ,2025-12-30T14:02:57.000+0000,(647)249-6237,(647) 588-0132,mariano@multigenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iLFh7YAG,False,,24769871,0035o000004q6h9AAA,0015o000005OhKzAAK,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-24T22:53:12.000+0000,False,False,005OH000002iJPDYA2,2025-12-24T22:53:12.000+0000,005OH000002iJPDYA2,2025-12-24T22:53:13.000+0000,005OH000002iJPDYA2,2025-12-24T22:53:13.000+0000,(778)223-9965,6043393931,weina.zhang@wealthcompassgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iJPDYA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iLHFrYAO,False,,24769660,003G0000018f7FPIAY,0010A000002wPKCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Merge,Medium,"*** DDS 29DEC2025 ***
moved middle initial from first name field to middle name field for LL id 0596847104 to match CL id 0548135152

advised user to expect merge prompt in 2-4 business days

*12/24*
----------------
C419172P is tied to a joint account, not either of these accounts 
No Products on either account.

0015o00000849bjAAA


0010A000005Kf0BQAS

URL 1: https://workspace.canadalife.com/workspace/s/account/0015o00000849bjAAA/brian-a-harrington?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A000005Kf0BQAS/brian-a-harrington?tabset-15dae=3


*email*
----------------

Good morning Wayne,

Thank you for contacting Workspace Support regarding the merge issue below. I’ve amended the user’s accounts in our system; you should find that the merge prompt appears in Workspace in 2-4 business days. If it doesn’t appear after that time, please reach out and I’ll investigate further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 16, 2025 9:59 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission 24769660

This is an alert to let you know that Wayne Kobylnik (wayne@ fortunafg. ca) has submitted a merge issue. Client details: First name: Brian Middle name (if applicable): Last name: harringto DOB: May 22, 1982 Policy Number(s): C419172P Merge details: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
This is an alert to let you know that Wayne Kobylnik (wayne@fortunafg.ca) has submitted a merge issue.
 
Client details:
First name: Brian
Middle name (if applicable): 
Last name: harringto
DOB: May 22, 1982
Policy Number(s): C419172P
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0015o00000849bjAAA/brian-a-harrington?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A000005Kf0BQAS/brian-a-harrington?tabset-15dae=3
URL 3: 
URL 4: 
Additional details: he had 4 or 5 jointly owned policies with Joanie Mae Cooper",True,2025-12-29T13:50:40.000+0000,False,False,005OH000006wv2TYAQ,2025-12-24T21:46:51.000+0000,005OH000008919xYAA,2025-12-29T13:50:40.000+0000,005OH000006wv2TYAQ,2025-12-29T13:50:40.000+0000,(705)720-1475,(705) 220-6666,wayne@fortunafg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iLIqDYAW,False,,24769136,0030A0000029XsgQAE,0010A000002vxOiQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Reset,Medium,"Issue: MFA Reset
Advisor or Support Staff: ADV
Email: fionacheng8888@gmail.com
KBA used: KB0020738  
Findings: User has an iphone
Troubleshooting steps involved: disconnect and reconnect mfa


======================emails======================
Hi Li, 

Thank you for contacting Workspace Support for your MFA issue. 

You will find below the instructions to setup Google Authenticator to your Workspace account. 

1. Navigate to the Workspace login page on your computer 
 
https://workspace.canadalife.com
 
2. When prompted to Choose a Verification Method select ""Use authentication codes from an authenticator app""
 
 
 
3.	Open Google Authenticator on your mobile device
4.	Tap the + icon
 
 

5.	Scan the QR code that should still be visible on the computer screen
6.	On the mobile device, the Authenticator app will generate a code
7.	Input the code from Google Authenticator on the Workspace screen on the computer and click Connect

 

During Workspace login it will now request a confirmation through the Google Authenticator on their mobile device.


I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-24T21:03:54.000+0000,False,False,0055o000001zVCKAA2,2025-12-24T20:56:18.000+0000,0055o000001zVCKAA2,2025-12-24T21:06:05.000+0000,0055o000001zVCKAA2,2025-12-24T21:06:05.000+0000,(647)280-7598,,fionacheng8888@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,99.0
500OH00000iSGJrYAO,False,,24775468,003G0000018f71hIAA,0010A000002wP51QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SSO IC,Medium,"•	Reason for call: Cannot sign into IC
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: logmein with user
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): n/a
====================
Hello Shamali, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access the Investment Centre. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T13:24:46.000+0000,False,False,005OH00000BFQFGYA5,2025-12-29T13:17:26.000+0000,005OH00000BFQFGYA5,2025-12-29T13:29:56.000+0000,005OH00000BFQFGYA5,2025-12-29T17:44:23.000+0000,(905)330-1951,(905) 330-1951,shamali.das@dasanddaughter.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSa8uYAC,False,,24775573,0030A0000029XrwQAE,0010A000002vxODQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected caller- investment centre funds related inquiry,Medium,Call transfered,True,2025-12-29T13:27:49.000+0000,False,False,005OH00000BFiyTYAT,2025-12-29T13:22:30.000+0000,005OH00000BFiyTYAT,2025-12-29T13:27:50.000+0000,005OH00000BFiyTYAT,2025-12-29T13:27:50.000+0000,(519)410-0131,,jedmonds@nor-del.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSiZRYA0,False,,24775285,0035o000004AVT5AAO,0015o000004kYVQAA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Registration,Medium,"***DDS*** 12/29/25
Name: Dominic Alves-Machado
Phone:
Agent code: D8291
Reference: KB0017316

Dominic response email: 
Thank you for your email I will work on getting all these things and call in 





***DDS*** 12/29/25
Name:  	Dominic Alves-Machado 
Phone: 
Agent code: D8291
Reference: KB0017316

Good Morning Dominic,

Thank you for contacting the Workspace support group, It looks like you have not yet completed registration for your MGA Workspace.
 
To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
I forgot my User ID. How can I retrieve it? 
If you don’t remember your User ID, you can use this URL https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/ForgotUidStep1Setup.do
 
If you are still not able to retrieve your User ID, send an email to distribution_methodology@canadalife.com and they will be able to confirm it to you. 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Dominic Alves-Machado <dominic@distinctinsurance.ca> 
Sent: December 24, 2025 1:14 PM
To: Spada, Marisa <Marisa.Spada@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mendoza, Camila <camila.mendoza@canadalife.com>
Subject: [EXT] RE: Canada Life Estate Protection

Thank you so much Marisa I have a login already I just cant remember it if that helps 😊 From: Spada, Marisa <Marisa. Spada@ canadalife. com> Sent: December 24, 2025 11: 19 AM To: CL Workspace Support <CLWorkspaceSupport@ canadalife. com>
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thank you so much Marisa 

I have a login already I just cant remember it if that helps 😊

From: Spada, Marisa <Marisa.Spada@canadalife.com> 
Sent: December 24, 2025 11:19 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Dominic Alves-Machado <dominic@distinctinsurance.ca>; Mendoza, Camila <camila.mendoza@canadalife.com>
Subject: FW: Canada Life Estate Protection
Importance: High

Good Morning team,

Please provide assistance to the advisor that is confirming his access to Workspace.

Thank you 

Marisa Spada 
Regional Sales Associate, Insurance  
Insurance Inside Sales, Insurance Distribution 
Web application training| Business process| General inquiries|
Telephone: (416) 552-3139/ Email: marisa.spada@canadalife.com

Important : 
Workspace
Advisors and support teams can get ready by registering for Workspace today

Take advantage of a 5% reduction in premium on new qualifying LifeAdvance™ critical illness insurance policies.  

 

Welcome to the new Canada Life
For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: https://repnet1.canadalife.com/portal/stellent1/groups/iiip/%40iiipdefaultpublic/documents/content/s1_302564.pdf 

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: McFarlane, Janice <janice.mcfarlane@canadalife.com> 
Sent: December 24, 2025 11:16 AM
To: Raseta, Julia <Julia.Raseta@canadalife.com>; Spada, Marisa <Marisa.Spada@canadalife.com>
Subject: RE: Canada Life Estate Protection

Sorry I missed that!
He can find the illustration software and application platforms in Workspace, so we need to confirm he has access.
@Spada, Marisa is Camila’s RSA – Marisa, can you reach and assist with confirming he has access to Workspace please?

Thank you, Janice 


From: Raseta, Julia <Julia.Raseta@canadalife.com> 
Sent: December 24, 2025 10:31 AM
To: McFarlane, Janice <janice.mcfarlane@canadalife.com>
Cc: Mendoza, Camila <camila.mendoza@canadalife.com>
Subject: RE: Canada Life Estate Protection

Hi Janice,

As mentioned in my previous email, Camila is away returning on Monday, which is why I reached out to you for support.
Are there any links or guides I can share with him in the meantime?

Thank you,

Julia

Julia Raseta
Regional Sales Representative, Wealth Management
Phone: (416)-507-2891
Email: Julia.Raseta@canadalife.com

Michael Edmison
Regional Sales Manager, Wealth Management
Phone: (416)-706-9343
Email: Michael.Edmison@canadalife.com

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram

From: McFarlane, Janice <janice.mcfarlane@canadalife.com> 
Sent: December 24, 2025 10:28 AM
To: Raseta, Julia <Julia.Raseta@canadalife.com>; Mendoza, Camila <camila.mendoza@canadalife.com>
Subject: RE: Canada Life Estate Protection

Good morning, Julia
He can access everything through Workspace however, he might need some direction if it’s his first time.

I believe @Mendoza, Camila is his wholesale support. 

All the best, Janice 

From: Raseta, Julia <Julia.Raseta@canadalife.com> 
Sent: December 24, 2025 10:03 AM
To: McFarlane, Janice <janice.mcfarlane@canadalife.com>
Subject: FW: Canada Life Estate Protection

Good Morning Janice,

Happy Holidays!!

I noticed Camila is away and I have an advisor looking for help on how he can get/submit life insurance policies. Are you able to share that with me and I can pass it along to Dominic? 

Thank you so much,

Julia

Julia Raseta
Regional Sales Representative, Wealth Management
Phone: (416)-507-2891
Email: Julia.Raseta@canadalife.com

Michael Edmison
Regional Sales Manager, Wealth Management
Phone: (416)-706-9343
Email: Michael.Edmison@canadalife.com

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram

From: Dominic Alves-Machado <dominic@distinctinsurance.ca> 
Sent: December 24, 2025 10:00 AM
To: Raseta, Julia <Julia.Raseta@canadalife.com>; Mendoza, Camila <camila.mendoza@canadalife.com>
Subject: [EXT] RE: Canada Life Estate Protection

Thank you Julia @Mendoza, Camila I believe there is a portal where I can input the info for the submission if you can please advise how I can get access to this it would be greatly appreciated Thank you so much both for your help Merry Christmas

Thank you Julia 

@Mendoza, Camila I believe there is a portal where I can input the info for the submission if you can please advise how I can get access to this it would be greatly appreciated 

Thank you so much both for your help 

Merry Christmas 😊

From: Raseta, Julia <Julia.Raseta@canadalife.com> 
Sent: December 24, 2025 9:39 AM
To: Dominic Alves-Machado <dominic@distinctinsurance.ca>
Cc: Mendoza, Camila <camila.mendoza@canadalife.com>
Subject: RE: Canada Life Estate Protection

Good Morning Dominic,

I only have access to the wealth side, so I’m not entirely certain. I’ve cc’d your insurance representative, Camila, who will be able to assist you with quoting policies.

Thank you, have a happy holidays and New Year!

Julia

Julia Raseta
Regional Sales Representative, Wealth Management
Phone: (416)-507-2891
Email: Julia.Raseta@canadalife.com

Michael Edmison
Regional Sales Manager, Wealth Management
Phone: (416)-706-9343
Email: Michael.Edmison@canadalife.com

 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram

From: Dominic Alves-Machado <dominic@distinctinsurance.ca> 
Sent: December 23, 2025 7:42 PM
To: Raseta, Julia <Julia.Raseta@canadalife.com>
Subject: [EXT] RE: Canada Life Estate Protection

Hi Julia, I hope you are doing well I was just sending you a quick email I have two life insurance policies that I would like to quote with Canada life, is there a portal I have access to in order to place this business through Canada Life From: 

Hi Julia, 

I hope you are doing well

I was just sending you a quick email I have two life insurance policies that I would like to quote with Canada life, is there a portal I have access to in order to place this business through Canada Life 

From: Raseta, Julia <Julia.Raseta@canadalife.com> 
Sent: September 10, 2025 11:15 AM
To: Dominic Alves-Machado <dominic@distinctinsurance.ca>
Subject: Canada Life Estate Protection

Good Morning Dominic,

It was great getting the opportunity to chat with you just now!

Kindly find attached and below more information on our Estate Protection.

Regarding our Estate Protection, the policy is available for client’s aged 80 to 90 and allows them to protect, efficiently payout, and grow their money. It is a 75/100 guarantee, so 100% death benefit and 75% maturity guarantee. The full death benefit is available immediately (not graded). For client’s that don’t meet the Estate Protection age requirement, we also have our regular SEG funds that come in the 75/75, 75/100, and 100/100 guarantee levels.

Thank you again and have a wonderful rest of your week!

Warm Regards,

Julia

Julia Raseta
Regional Sales Representative, Wealth Management
Phone: (416)-507-2891
Email: Julia.Raseta@canadalife.com

Michael Edmison
Regional Sales Manager, Wealth Management
Phone: (416)-706-9343
Email: Michael.Edmison@canadalife.com",True,2025-12-29T13:07:48.000+0000,False,False,005OH00000BGeeHYAT,2025-12-29T13:07:48.000+0000,005OH00000BGeeHYAT,2025-12-29T17:10:40.000+0000,005OH00000BGeeHYAT,2025-12-29T17:10:40.000+0000,(416)846-8715,,dominic@distinctinsurance.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSk9pYAC,False,,24775362,0030A000007taT7QAI,0010A000008m0xDQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace access,Medium,"*** DDS Dec 29th, 2025 ***
User wants to connect to Workspace but needs help linking MFA. Followed KB0022828 to provide steps to user on connecting Salesforce authenticator to account.
==================
Good morning Norma,

Thank you for reaching out to Workspace Support concerning your Authenticator connection to your Workspace account.

The screen you are seeing is correct. Your Workspace Account has not been connected yet to Salesforce Authenticator. It is possible that the 6-digit code you are seeing is for a different website. If it indicates “Workspace” or your email address followed by “.workspace” then you will have to remove it (delete it) in order to reconnect a new account from the app.
You can follow these steps:

Step 1: Open the Salesforce Authenticator app on the mobile device
•	If you have an entry for Workspace already in the app it must be deleted before proceeding. 
o	To delete the existing link: Swipe left on the account and tap Remove or Delete, whichever appears. 

Step 2: The Connect Your account screen should appear, if not tap “Add an Account”.
The two-word phrase should now appear on the app

 

You can then copy that two-word phrase on the computer and it will link your Workspace account to the Salesforce app. Once done, you will access Workspace and use a 6-digit code that will appear the next time you sign in. If you still have issues, you can call us so we can help you connect the Authenticator to your account.

I’m glad I was able to assist you today accessing your Workspace account. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-29T13:12:26.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-29T13:12:26.000+0000,005OH00000AbJ7aYAF,2025-12-29T13:25:22.000+0000,005OH00000AbJ7aYAF,2025-12-29T13:25:22.000+0000,(506)632-8930,,norma.gogan@igpwm.ca,(506)658-0766,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSlDyYAK,False,,24775931,0030A000007uAJ9QAM,0010A000008mbH9QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-W1285,Medium,"SL - Sent to DAS for correction. INC1949300. Correction completed. Advised issue should be resolved.

user is having issue with workspace login, evertime she log in she is receiving err-w1285.
Authneticated user and reset password ,called assist desck for support they suggest to have her email distribution methodology for account unlock as her account seem to be link at the back-end.
KB0020563
escalated to sl for investigation.
EMAIL==============================
Hello Nadia,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you with the reset password issue.

As we have have discuss regarding error code W1285. Please email Distribution_Methodology@canadalife.com to request for account unlink or unlock of your advisor code LL36474 as it’s having impact on your workspace log in.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
. 
 
  =======================================================================HI Team,

Please assist Nadia with her access under user ID’s below:
-MGA: NADIAPOTTER
-ADSL: NADIA.POTTER

Looking at your notes below I can confirm that Nadia’s F6093/LL36474 has no issues with the code from our end and the TPA flag is still on.

Please note there will be a new profile created for Nadia shortly that will require the temporary usage of Nadia.potter@impactfg.com until the new email address can be created. She will be moving from a sub-advisor role to a licensed AEO role and will have a support profile created that she will need to register access for.

Thanks,  

Sarah Hazeu 
Sr. Business Operations Coordinator 
Compensation Services – Winnipeg 
Email Address: sarah.hazeu@canadalife.com | contracts&compensation@canadalife.com
Phone: 204-924-5544  
 
Upcoming Absences:  
 
  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Nadia Potter <nadia.potter@impactfg.com> 
Sent: December-29-25 08:18
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] FW: Unlock isam account-24775931

Good Morning, Can I get some help with this issue below I am having with logging into workspace? Thank you. Kind Regards, Nadia Potter Financial Security Advisor Investment Representative - Quadrus Investment Services Ltd. Insurance products,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Good Morning, 

Can I get some help with this issue below I am having with logging into workspace? Thank you. 

Kind Regards, 
 
Nadia Potter
Financial Security Advisor
Investment Representative - Quadrus Investment Services Ltd.

Insurance products, including segregated fund policies, are offered through Impact Financial Group Inc., and Investment Representative Nadia Potter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd
 
Please take a moment to visit our website, www.impactfg.com. You can find more information about our team, planning process and product shelf.
 
  
Ph.         289.228.7861
Email:   Nadia.Potter@Impactfg.com 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses but take no responsibility for loss or damage caused by any virus present.
If you no longer want to receive messages like this, please let me know by replying to this email with the word ""Unsubscribe"". [Please note, your unsubscribe request may take up to 10 business days to process, and you may continue to receive messages like this during that period. In addition, you will continue to receive transactional or other messages from me that are permitted by law after you have unsubscribed.]

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 29, 2025 9:11 AM
To: Nadia Potter <nadia.potter@impactfg.com>
Subject: Unlock isam account-24775931

Hello Nadia,

Thank you for reaching out to Workspace Support. It was a pleasure assisting you with the reset password issue.

As we have have discuss regarding error code W1285. Please email Distribution_Methodology@canadalife.com to request for account unlink or unlock of your advisor code LL36474 as it’s having impact on your workspace log in.

If you require further assistance, please don't hesitate to contact us.

We would really appreciate if you could spare 10 seconds of your time to complete our Survey ,on your how was experience with us today, it would help us improve ourself.  All feedback is welcome and appreciated!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
=========================================",True,2025-12-29T14:11:38.000+0000,False,False,0050A000000qsPeQAI,2025-12-29T13:37:45.000+0000,005OH00000AZ3ZxYAL,2025-12-30T18:08:02.000+0000,0050A000000qsPeQAI,2025-12-30T18:08:02.000+0000,(905)682-2651,(289) 228-7861,nadia.potter@impactfg.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSnURYA0,False,,24777375,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T14:23:32.000+0000,False,False,005OH000004pk06YAA,2025-12-29T14:23:32.000+0000,005OH000004pk06YAA,2025-12-29T14:23:32.000+0000,005OH000004pk06YAA,2025-12-29T14:23:32.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSt8JYAS,False,,24778647,0030A0000041XLuQAM,0010A000004nBw3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Error Code - Azure,Medium,"***DDS SL Dec 29 2025***

Caller receiving Azure error code when attempting to access application 
Raised to DHAS 
INC1948729

===Email Chain===

Good morning Alana, 

Thank you for contacting the Workspace Support team. It was a pleasure to speak with you regarding the error message you have been facing in Simple Protect, when trying to complete your client’s application. 
We have escalated this issue to the Digital Lab team and our partners at Simple Protect for investigation and correction. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.   
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-02T15:38:43.000+0000,False,False,005OH000001yNnaYAE,2025-12-29T14:51:01.000+0000,005OH000001yNnaYAE,2026-01-02T15:38:44.000+0000,005OH000001yNnaYAE,2026-01-02T15:38:44.000+0000,(705)745-1324,(705) 768-9983,alana@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iStEjYAK,False,,24776249,003OH00000RWSMbYAP,001OH00000XRjcNYAT,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Logon,Medium,"Name: Ruchi Khurana 
Phone: 
Agent code: H7401

Hello Ruchi,

Thank you for contacting the Workspace support group regarding Workspace Logon. 

Our records shows that you were able to log into workspace on December 25 2025.

Please confirm if you still need assistance from workspace support?

If you sill require assistance, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: ruchi khurana <khuranaruchi55@gmail.com> 
Sent: December 25, 2025 6:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] ACCOUNT NOT WORKING

Hi  Merry Christmas, This is Ruchi Khurana, I am having a problem opening my account whenever I try. So could you please help me out. My contact number is 2363304232. So please call as per your convenience. Thanks and regards Ruchi Khurana 
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi 
Merry Christmas,


This is Ruchi Khurana, I am having a problem opening my account whenever I try. So could you please help me out. My contact number is 2363304232. So please call as per your convenience.


Thanks and regards
Ruchi Khurana",True,2025-12-29T13:52:04.000+0000,False,False,005OH00000BGeeHYAT,2025-12-29T13:52:04.000+0000,005OH00000BGeeHYAT,2025-12-29T13:57:03.000+0000,005OH00000BGeeHYAT,2025-12-29T13:57:03.000+0000,(236)330-4232,,khuranaruchi55@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iStoFYAS,False,,24782547,003OH00000QVidoYAD,001OH00000WG1DwYAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Dealer Auto Rebalancing Failure Analysis Report Request,Medium,"intake form submitted 

**EMAIL**

Hello,
A new form response has been received requesting a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure. The details are as follows:

Request 1:
Advisor: Pierre Joanette
Code: 18993

Please email it to pierre.joanette@consilio.ca",True,2025-12-29T15:58:08.000+0000,False,False,005OH0000071DK9YAM,2025-12-29T15:58:08.000+0000,005OH0000071DK9YAM,2025-12-29T15:58:09.000+0000,005OH0000071DK9YAM,2025-12-29T15:58:09.000+0000,(613)258-9150,,pierre.joanette@consilio.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSuItYAK,False,,24778149,003OH00000Mqok7YAB,001OH00000RiudXYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Fund Serv Code,Medium,"NAME: MEI HE
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: H4348 
ADVISOR NAME: 
PHONE: 
EMAIL: elfvigor@hotmail.com 
 
ISSUE: 
User is asking how they can set up a fundserv code for seg funds 
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
KB0020410 - user cam contact their MGA about setting up their seg fund service code. 
 
TROUBLESHOOTING/RESOLUTION:
Advised user to contact their MGA for clarification on what code they should use.
 
EMAIL:
 
--------------------------------------***DDS DEC/29/2025***-------------------------- 
Hello Mei,
Thank you for contacting Workspace Support about your fund serv code. 
For all information on which code to use or how to set up your segregated funds code, please contact your MGA directly and they would be able to assist you.
Let me know if you have any more questions.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

From: Mei He <elfvigor@hotmail.com> 
Sent: December 27, 2025 9:34 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Arachne Sun <arachne.sun@citistarfinancial.com>
Subject: [EXT] Request for Fund Service Code - Canada Life
Hi, I would like to set up a registered retirement savings account for my client. Unfortunately, I don't have a fund services code for segregated funds. Would you please advise how I can get the code? Thanks! Mei 
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     
ZjQcmQRYFpfptBannerEnd
Hi,
I would like to set up a registered retirement savings account for my client. Unfortunately, I don't have a fund services code for segregated funds. 
Would you please advise how I can get the code?
Thanks!
Mei",True,2025-12-29T14:41:02.000+0000,False,False,005OH00000BGf2TYAT,2025-12-29T14:41:02.000+0000,005OH00000BGf2TYAT,2025-12-29T14:41:02.000+0000,005OH00000BGf2TYAT,2025-12-29T14:41:02.000+0000,(416)628-8653,,elfvigor@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSv5LYAS,False,,24778722,0030A0000029gOOQAY,0010A000002w4RcQAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge Clients,Medium,"*** DDS 29DEC2025 ***
emailed CIS to merge CL accounts

***DDS*** 12/29/25
Name: Glenn T. Welch
Phone: 
Agent code: 51350
Reference: KB0020913

Updated name discrepancy in CIS.
Placed email in Jennifer's CL folder to email CIS team

------------------------------------------EMAIL:
Good morning CIS team!

Can you please merge the following two CL accounts?

o	First Name: JOLENE
o	Middle Name: PATRICIA
o	Last Name: WELCH
o	DOB: 07DEC1990
o	Policy #'s: 310131754, 60304764T
o	CIS Client ID’s: 7230248512, 2124133354

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Thank you 😊
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
-------------------------------------

Hello Glenn,

Thank you for contacting Workspace Support regarding the merge issue below. I’ve amended the user’s accounts in our system; you should find that the accounts merge automatically in 2-4 business days. If they haven’t merged after that time, please reach out and I’ll investigate further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

From: Glenn Welch <glenn@welchfinancial.ca> 
Sent: December 28, 2025 9:21 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: 24778722 - [EXT] Merge Clients

Good morning. A client of mine is listed twice in WorkSpace: Welch, Jolene P (310131754) Welch, Jolene Patricia (60304764T) Please merge them into one. Thank you. Glenn T. Welch, CFP, CLU, CH. F. C. , CHS Chartered Financial Consultant Tel 403. 309. 5588
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ZjQcmQRYFpfptBannerEnd
Good morning.

A client of mine is listed twice in WorkSpace:

•	Welch, Jolene P (310131754)
•	Welch, Jolene Patricia (60304764T)

Please merge them into one.

Thank you.

Glenn T. Welch, CFP, CLU, CH.F.C., CHS
Chartered Financial Consultant

Tel 403.309.5588
Mobile 403.318.2336
Toll Free Fax 1.866.837.4531
Visit us online at www.welchfinancial.ca


 

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.   Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-29T15:58:49.000+0000,False,False,005OH000006wv2TYAQ,2025-12-29T14:52:43.000+0000,005OH00000BGeeHYAT,2025-12-29T15:58:49.000+0000,005OH000006wv2TYAQ,2025-12-29T15:58:49.000+0000,(403)309-5588,(403) 318-2336,glenn@welchfinancial.ca,(866)837-4531,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSwRGYA0,False,,24781129,003OH00000M9BAyYAN,001OH00000Qumq4YAB,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Support-Merge,Medium,"KB0020913  /KB0016004
User request merge of client 2 account same company sending to cis.

email=======================================


email =====================================================
Hello, 

Can you please Merge these 2 accounts.

First Name: DEBRA 
Middle Name:LEA 
Last Name: PLOOARD
DOB: 27 AUG 1977
Policy #'s: 310153903, 60587072T
Company:CL
CIS Client ID’s: 6282548162, 8357599482
URL for records: Https://workspace.canadalife.com/workspace/s/account/0015o000007bZ0PAAU/debra-l-plooard

Https://workspace.canadalife.com/workspace/s/account/0015o000007bZ51AAE/debra-lea-plooard


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect- Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


  Hello Erin,

Thank you for submitting your merge request. The discrepancy preventing the merge prompt notification has been updated.

These account have now been merged please give it 2-4 business to reflect in Workspace.

If you are still unable to see this updated, please contact us again and we can investigate it further.

We would love to know if we're meeting your expectations by filling out this Survey. Your feedback will assist us in providing better assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect- Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


   




From: Erin Smith <erin.smith@onpointwealth.ca> 
Sent: December 16, 2025 10:05 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Please merge the following client accounts ; Debra Lea Plooard-24781129

Https: //workspace. canadalife. com/workspace/s/account/0015o000007btdpAAA/debra-lea-plooard Https: //workspace. canadalife. com/workspace/s/account/0015o000007bZ0PAAU/debra-l-plooard Https: //workspace. canadalife. com/workspace/s/account/0015o000007bZ51AAE/debra-lea-plooard
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Https://workspace.canadalife.com/workspace/s/account/0015o000007btdpAAA/debra-lea-plooard

Https://workspace.canadalife.com/workspace/s/account/0015o000007bZ0PAAU/debra-l-plooard

Https://workspace.canadalife.com/workspace/s/account/0015o000007bZ51AAE/debra-lea-plooard

Updated address: 78 Clements RD. E. Ajax Ontario L1S 1L4
I thank you in advance for your help.
 
Cheers,
Erin Smith
Senior VP Client Experience 
 
Working Remotely: December 12th - December 30th 

Business: 905.442.2155 | Direct: 647.282.3428 | e. erin.smith@onpointwealth.ca   
29 Scugog Street | Bowmanville |ON | L1C 3H7
www.onpointwealth.ca
P Think Green ... Do you really need to print this e-mail ?
""People don't care how much you know, until they know how much you care.""
The contents of this communication, including any attachment(s), are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.
Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-29T17:52:35.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-29T15:35:35.000+0000,005OH00000AZ3ZxYAL,2025-12-29T17:52:35.000+0000,005OH00000AZ3ZxYAL,2025-12-29T17:52:35.000+0000,(403)700-0874,,kayleigherinsmith@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSxQPYA0,False,,24776843,0030A0000029p0qQAA,0010A000002wBYrQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,unable to locate the policy number associated application,Medium,"***DDS*** 12/29/25
Name: ARUN CHAND
Phone: 
Agent code: H7401
Reference: KB0020410

Hello Arun,

Thank you for contacting the Workspace support group regarding Policy number assocaited with TSFA application.

Please note that the policy number wont appear on Workspace until 2-4 business days after the TSFA has been funded.

For general qustions and navigation questions for Digital Segregated fund application please refer to the following link:  Digital segregated fund application (canadalife.com) (Quick Reference Guide)

For additional information please reach out to your Wealth RSA (Regional Sales Associate) Jessica Leung jessica.leung@canadalife.com

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Support chandsfinancial <support@chandsfinancial.com> 
Sent: December 24, 2025 3:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; ISP Customer Care <ISP_Customer_Care@canadalife.com>
Cc: Arun Chand <arun@chandsfinancial.com>; Investments CF Canada Financial <investments@cfcanadafinancial.ca>
Subject: [EXT] TFSA Application for Garren J Ancheta –Tracking Id 46737

Hi Team, I’ve submitted an online application for a Tax-Free Savings Account (TFSA) on behalf of Garren J Ancheta. While the DocuSign process appears to be underway (please see the attached screenshot for reference), I’m currently unable to
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Team,
I’ve submitted an online application for a Tax-Free Savings Account (TFSA) on behalf of Garren J Ancheta. While the DocuSign process appears to be underway (please see the attached screenshot for reference), I’m currently unable to locate the policy number associated with this application.
 
Could you kindly advise on the next steps to retrieve policy or confirm the policy number? 

Thank you for your assistance.




From the Office of,
ARUN CHAND
Business | Family - Independent Life Licensed Advisor       
Address: 107-7565 132 Street, Surrey BC V3W 1K5
Email: arun@chandsfinancial.com
Website: www.chandsfinancial.com
Cell Phone Office:778-990-8234| Fax: 604-647-0631
Cell Phone Arun: 604-506-8234",True,2025-12-29T14:11:19.000+0000,False,False,005OH00000BGeeHYAT,2025-12-29T14:11:19.000+0000,005OH00000BGeeHYAT,2025-12-29T14:41:05.000+0000,005OH00000BGeeHYAT,2025-12-29T14:41:05.000+0000,(604)506-8234,,arun@chandsfinancial.com,(604)647-0631,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSynyYAC,False,,24779421,0030A000007mBfoQAE,0010A000008dps8QAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Cannot see Policy Details,Medium,"NAME: HELENA PAULINO
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 
ADVISOR NAME: JOHN GOODBUN 
PHONE: 
EMAIL: helena.paulino@rbc.com 
 
ISSUE: 
User is having trouble locating policy 60403809T on workspace.
They attached an AOR form that had policy 48473874U to confirm is the change was completed. 
 
FINDINGS:
Accordning to the AOR change form on file, the correct advisor is on file. 
The correct advisor is JOHN GOODBUN 
I don’t see TPA access for helena to the advisor (John’s) business. 
 
TROUBLESHOOTING/RESOLUTION:
Advised that the AOR change seems to be completed for policy 48473874U 
Advised user to contact the servicing advisor for policy 60403809T

 
EMAIL:
 
--------------------------------------***DDS DEC/29/2025***--------------------------
Hello Helena,
It was brought to our attention that you are having trouble viewing a policy on workspace. However, I am not sure what policy you are referring to. 
The policy on the attached AOR form and the subject of the email was different from the one in your screenshot from Workspace. 
For policy 48473874U, the AOR change was completed. The advisor on record matches the one on the form with advisor code 26605.
Policy 60403809T, the advisor in your screenshot is different from the one our records. It looks like the policy was transferred from Daniel to another servicing advisor (RONALD). 
To confirm if this information is correct, please contact the servicing advisor for policy 60403809T. If this was an error, please let us know and we can investigate where the change request came from with head office. 
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

From: Willi, Genevieve <Genevieve.Willi@canadalife.com> 
Sent: December 29, 2025 9:33 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Paulino, Helena <helena.paulino@rbc.com>
Subject: FW: 48473874U - Cannot See Policy Details
HI Team
Kindly assist Helena with the below email -AOR change was completed Sept 4, 2025 under code 26605
Helena
I have forwarded your email to our workspace team who will be able to assist you
Genevieve Willi 
Sr. Business Operations Coordinator 
Contracts & Compensation Services
The Canada Life Assurance Company 
Tel. 416-552-3514  Fax 416-552-5589 
E-mail: Genevieve_Willi@canadalife.com
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Paulino, Helena <helena.paulino@rbc.com> 
Sent: December 23, 2025 3:37 PM
To: Willi, Genevieve <Genevieve.Willi@canadalife.com>
Subject: [EXT] 48473874U - Cannot See Policy Details
Hello Genevieve. Are you able to advise why I cannot see this policy on Workspace. Was the policy transferred out to another agency or is it assigned to an orphan code/inactive advisor? Please see the attached AOR form. Thank-you. Helena M. 
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    Report Suspicious    
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Hello Genevieve.
Are you able to advise why I cannot see this policy on Workspace.  Was the policy transferred out to another agency or is it assigned to an orphan code/inactive advisor?  
Please see the attached AOR form.
Thank-you.
Helena M. Paulino | Business Analyst | RBC Wealth Management Financial Services Inc | 155 Wellington Street West, 17th Floor.  RBC Centre. Toronto, Ontario M5V 3H1 | Tel:  416-974-8542",True,2025-12-29T15:06:34.000+0000,False,False,005OH00000BGf2TYAT,2025-12-29T15:06:34.000+0000,005OH00000BGf2TYAT,2025-12-29T15:06:35.000+0000,005OH00000BGf2TYAT,2025-12-29T15:06:35.000+0000,(416)974-8542,,dsinsuranceservicesupportcanada@rbc.com,(416)313-5490,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iSzFLYA0,False,,24777676,0030A0000041XLuQAM,0010A000004nBw3QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simpleprotect error AZURE-,Medium,"*******************DDS************* 12/29/2025
User called to report error message ""AZURE"" when trying to access simpleprotect for an application. 

ref: KB0022199",True,2025-12-29T14:43:32.000+0000,False,False,005OH00000BFQFHYA5,2025-12-29T14:30:30.000+0000,005OH00000BFQFHYA5,2025-12-29T14:43:32.000+0000,005OH00000BFQFHYA5,2025-12-29T14:43:32.000+0000,(705)745-1324,(705) 768-9983,alana@ruttlegroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iT5axYAC,False,,24781689,0030A0000029hFuQAI,0010A000002w5BFQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect - unsubmitted (saved) application not visible to delegate or advisor,Medium,"***DDS*** 12/29/25
Name: Noreen Oldfield
Phone:
Agent code: B3339
Reference: KB0021801

Hi Noreen,

Thank you for confirming everything is good now, I will close out the ticket.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Oldfield, Noreen <Noreen.Oldfield@IG.ca> 
Sent: December 29, 2025 1:07 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: [EXT] 24781689 - RE: Missing Pending Application

I found it thank you, was just looking in the wrong place. Thanks, Noreen Senior Consultant IG Wealth Management Cell: 289-983-1658| Noreen. oldfield@ IG. ca From: CL Workspace Support <CLWorkspaceSupport@ canadalife. com> Sent: Monday, December
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
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    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I found it thank you, was just looking in the wrong place.

Thanks,
Noreen
 
Senior Consultant
IG Wealth Management
Cell: 289-983-1658| Noreen.oldfield@IG.ca


I found it thank you, was just looking in the wrong place.

Thanks,
Noreen
 
Senior Consultant
IG Wealth Management
Cell: 289-983-1658| Noreen.oldfield@IG.ca



***DDS*** 12/29/25
Name: Noreen Oldfield
Phone: 
Agent code: B3339
Reference: KB0021801

Hello Noreen,

Thank you for contacting the Workspace support group regarding unsubmitted application not visible.

Please confirm if the application was created more then 90 days ago, if so, this is by design. Applications older than 90 days cannot be submitted and must be re-created.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Oldfield, Noreen <Noreen.Oldfield@IG.ca> 
Sent: December 28, 2025 10:48 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Missing Pending Application

I was working on an application and paused it while we confirmed who the beneficiary should be and now its missing, not in the Simple Protect Dashboard or New business applications, how can I find it? Thanks, Noreen Oldfield Senior Consultant
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I was working on an application and paused it while we confirmed who the beneficiary should be and now its missing, not in the Simple Protect Dashboard or New business applications, how can I find it?

 
Thanks,
 Noreen Oldfield
Senior Consultant | The Oldfield Group Wealth Management

1111 International Blvd, Suite 600, Burlington ON, L7L 6W1  

Mobile: (289) 983-1658
Office: (905) 333-3335",True,2025-12-29T15:44:33.000+0000,False,False,005OH00000BGeeHYAT,2025-12-29T15:44:33.000+0000,005OH00000BGeeHYAT,2025-12-29T18:13:14.000+0000,005OH00000BGeeHYAT,2025-12-29T18:13:14.000+0000,(905)333-3335,(289) 983-1658,noreen.oldfield@ig.ca,(905)333-3559,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iT7w8YAC,False,,24784538,003OH00000YooHPYAZ,001OH00000iHqs7YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Registration,Medium,"user was previously an MA but got her license , she had her account merge now she is required to register for her workspace account.user does not have the insformation required  refer user to distribution methodolgy.

email===================================================================
Hello ,
Thank you for reaching out to Workspace Support, It was a talking with you today.
AS we discuss on the phone your old account is no longer valid as you have now a advisor license, please email distribution methodology at this email distribution_methodology@canadalife.com request for you registration letter.
Here are the steps below for the registration process once you get your credentials from Distribution Methodology and have created a User ID:
 
1. Follow the registration link
•	https://workspace.canadalife.com/registration
•	https://espaceaffaires.canadavie.com/inscription
 
2. Enter the RepNet user ID and Password
 
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
 
7. A verification email will be sent to your email address
 
 
 
 
8. Verify the email by clicking Verify Now. Your account will be activated once the email is verified
 
 
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.cnadalife.com
•	https://espaceaffaires.canadavie.com
 
 
 
11. You then enter your email and password to access Workspace.
 
If you need any assistance with registering, please reach out to use and we can set up a time to call and go over the steps with you.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T16:58:10.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-29T16:25:14.000+0000,005OH00000AZ3ZxYAL,2025-12-29T16:58:11.000+0000,005OH00000AZ3ZxYAL,2025-12-29T16:58:11.000+0000,(204)202-1224X1006,,jasmine@wfsadvisory.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iT9g8YAC,False,,24782907,0030A0000029UoCQAU,0010A000002vurkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,locating policy 69105198D for Chris John Friesen in Workspace.,Medium,"***DDS*** 12/29/25
Name: VERNON SEAN BARNETT
Phone: 
Agent code:  B3289

Hi Sean,

Thank you for contacting the Workspace support group regarding locating policy 69105198D for Chris John Friesen in Workspace.

Once logged into your Workspace you can use the global search near the top right corner to the left of your initials to do a search for policy 69105198D.  If a delegate is trying to find the policy please make sure the delegate has TPA access to your advisor code associated with the policy.

You can also search by client name. 
Select the “Client” tab
In the search box, enter the client name and click search.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Gangat, Muniza <Muniza.Gangat@canadalife.com> 
Sent: December 29, 2025 8:13 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: sean Barnett <vsbarnett@outlook.com>; New Business <newbusiness@bwpartners.com>
Subject: 69105198D- Chris John Friesen (advisor asking for assistance) 

Hi,

Are you able to assist advisor with location the policy documents?

Thanks 

Muniza Gangat
New Business Coordinator  |  Insurance New Business Operations
Muniza.gangat@canadalife.com   1-437-900-2827, Toll Free- 1-877-900-2881

  
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram

We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: sean Barnett <vsbarnett@outlook.com> 
Sent: December 28, 2025 1:20 AM
To: Gangat, Muniza <Muniza.Gangat@canadalife.com>
Cc: New Business <newbusiness@bwpartners.com>
Subject: [EXT] RE: 69105198D- Chris John Friesen 

Hi I just signed in as we never did get a email with the new Disability policy, nor is the policy available to myself in workspace. What do we need to do to fix this issue ? At the end of the day, I want to get the policy so we can place it,
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    Report Suspicious     



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Hi

I just signed in as we never did get a email with the new Disability policy, nor is the policy available to myself in workspace.

What do we need to do to fix this issue ?

At the end of the day, I want to get the policy so we can place it, in addition I would like to be able to access it in workspace and it would be nice to get paid on it once we place it.

If you would be so kind to fix the issue it would be appreciated

Make sense ?

Please advise

Thanks



	Sean Barnett
 
Barnett & Associates Financial Services
670 Blue Mountain Street, 
Coquitlam, BC 
V3J 4R6
 
p: 604-936-4325  
toll free: 1-866-936-1548
 
e: sean@barnettandassociates.ca
w: www.barnettandassociates.ca

 
 
 
From: Gangat, Muniza <Muniza.Gangat@canadalife.com> 
Sent: December 23, 2025 12:52 PM
To: sean Barnett <vsbarnett@outlook.com>
Cc: New Business <newbusiness@bwpartners.com>
Subject: 69105198D- Chris John Friesen 
Hi Sean,
Great News!
The above contract for your client(s) has been printed and will be available to you shortly. To access an electronic version of your contract and placing documents, please check your New Business Dashboard in the next 1 to 2 hours. Alternatively, if you prefer the paper contract, it is in queue to be mailed. 
Placing requirements for this contract are as follows:
•	Amendment (within AOPR)
•	Acknowledgment of Policy Received (AOPR)
•	Outstanding Premiums from the policy date of December 19, 2025 
It has been my pleasure working with you on this case and I look forward to supporting your business again in the future. 
Thank you,
Muniza Gangat
New Business Coordinator  |  Insurance New Business Operations
Muniza.gangat@canadalife.com   1-437-900-2827, Toll Free- 1-877-900-2881",True,2025-12-29T16:03:06.000+0000,False,False,005OH00000BGeeHYAT,2025-12-29T16:03:06.000+0000,005OH00000BGeeHYAT,2025-12-29T17:09:37.000+0000,005OH00000BGeeHYAT,2025-12-29T17:09:37.000+0000,(604)936-4325,,vsbarnett@outlook.com,(604)936-4375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTBzdYAG,False,,24780157,0035o000007WVL9AAO,0015o000008D01RAAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - KYC Report Request,Medium,"***WRS 2025-12-29***
QSR confirmed user has access to requested code.
WRS provided user with French KYC report.

***WRS 2025-12-29***
User request KYC report.
WRS was unable to find user in Q301, but able to find user in IC, so emailed Quadrus Security Requests to confirm whether user has access to requested code.

***Email Chain***
Bonjour Claude,

Ce courriel est en relation à la demande d’une liste de clients et plans ainsi que l’état de leurs FRC dans le Centre d’Investissement. Veuillez trouver le rapport créé attaché. Un courriel avec le mot de passe du document Excel sera envoyé après ce message.

Veuillez noter que le but de ce rapport est de vous donner l’état des FRC de vos clients qui ont des fonds mutuels.

Ce relevé vous montre aussi la value marchande pour chaque plan. Si la valeur marchande est $0.00 et le client ne va plus contribuer dans leur plan, vous pouvez mettre à jour l’état du plan à à « fermé » dans l’écran de Details de plan > cliquez sur Modifier > mettez à jour l’état à « fermé ».

L’équipe de soutien aux rapports de patrimoine est disponible par courriel ou téléphone du lundi au vendredi de 9h00 à 17h00 HNE au 1-888-532-3322.
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite.
 
Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
T: 1-888-532-3322
Courriel: SoutienRapportPatrimoine@canadavie.com 
Heures: 9h-17h EDT
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Bonjour Claude,

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le document Excel envoyé :
J03IT781

Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien

Merci,
    
Justin L.
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello,
A new form response has been received requesting a list of KYC status for their clients. The details are as follows:

Request 1:
Advisor: Claude Cayer
Code: 98180

Request 2:
Advisor: 
Code: 

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to ccayer@groupepst.com

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/Ee0J8EdUdNBBv2tK1ANwTEQBC48DIFg01hARK4B2qDQcaw?e=0mnZnM",True,2025-12-29T15:19:46.000+0000,False,False,005OH00000AX0rVYAT,2025-12-29T15:19:46.000+0000,005OH00000AX0rVYAT,2025-12-29T17:39:47.000+0000,005OH00000AX0rVYAT,2025-12-29T17:39:47.000+0000,(514)722-9599,(514) 585-4319,ccayer@groupepst.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTCXaYAO,False,,24784384,003G0000018f6UVIAY,0010A000002wORDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor locked out of workspace.
************************
Hi Riley , thank you for contacting the workspace support today.

To recap our call, we do need to confirm two active advisor codes to authenticate you. Please give us a call back once you have your active advisor codes.

If you are having any issues, please let me know in your response.



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T16:29:25.000+0000,False,False,005OH00000BFQFCYA5,2025-12-29T16:23:08.000+0000,005OH00000BFQFCYA5,2025-12-29T16:29:25.000+0000,005OH00000BFQFCYA5,2025-12-29T16:29:25.000+0000,(613)771-1244,,ron.riley@rileyfinancial.ca,(613)902-5093,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTHaRYAW,False,,24781855,003OH00000M9608YAB,001OH00000QuuGwYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Issues,Medium,"NAME: HEATHER G MURPHY 
ADVISOR OR SUPPORT STAFF: 
ADVISOR CODE: P0059 
PHONE: 
EMAIL: heathergmurphy@primerica.com 
 
ISSUE: 
User is unable to  log into their account - They can’t seem to authenticate their account. 
 
 
FINDINGS:
User has salesforce authenticator attached to their account
They  needed to access the verification app to get the code
 
TROUBLESHOOTING/RESOLUTION:
Advised user to navigate to their sf app and get the authentication code to log into their account.
User was able to successfully log in.
 
EMAIL:
 
--------------------------------------***DDS DEC/29/2025***--------------------------
Hello Heather,
Thank you for contacting Workspace Support about issues with authenticating your account so you can log in to your account.
On the call today, I directed you to your salesforce authenticator app on your phone which you used to set up your MFA previously. Please refer to this app on your phone to authenticate you account for future log ins.
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-29T15:55:19.000+0000,False,False,005OH00000BGf2TYAT,2025-12-29T15:47:11.000+0000,005OH00000BGf2TYAT,2025-12-29T15:55:19.000+0000,005OH00000BGf2TYAT,2025-12-29T15:55:19.000+0000,(905)329-1922,,heathergmurphy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTIJbYAO,False,,24783136,003G0000018f6Y8IAI,0010A000002wOVDQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- MFA,Medium,"KB0022951  - User is not receiving MFA notification to sign in. 

Email: rfrano@codefinancial.ca 

**************************************************************
Good morning, Rocco

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your MFA!
 
I'm glad I was able to assist you with signing into your Workspace account using the Salesforce authenticator app. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Antia J
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T16:24:22.000+0000,False,False,005OH00000BG5v4YAD,2025-12-29T16:06:13.000+0000,005OH00000BG5v4YAD,2025-12-29T16:24:58.000+0000,005OH00000BG5v4YAD,2025-12-29T16:24:58.000+0000,(416)723-2450,(416) 723-2450,rfrano@codefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTJlwYAG,False,,24783226,0030A00000BMwdVQAT,0010A00000BxN8ZQAV,,,,,,,012OH000000ijW5YAI,Open,,Email,,Merge issue report,Medium,"***DDS(Dec 30)
Name did not match for one of the policies as stated by the user. 
Made the name correction in CIS which should allow merge now
Emailed user to let them know

*** DDS Dec 29th, 2025 ***
User wants to merge two accounts. No discrepancies, sent to L2 to escalate per KB0016001.
================
Hello Carol,

Thank you for contacting Workspace Support regarding your issue with merging duplicate accounts.

We did the name correction as noted in your request and the ability to merge these accounts should appear in the next 5-6 business days. Please let us know if the option never appeared after that timeframe and we can investigate further. 

If you have a moment, we would greatly appreciate if you could please take a few seconds and fill out our survey. It is very short and provides us much needed feedback for the platform.
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions
Jonathan V
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  
  

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello leaders,
 
Here is a merge issue escalation Same info, different company merge request based on KB0016001.
 
Contact info:
Contact: Carol Connolly
Email: carol.connolly@canadalife.com
Case number: 24783226
 
Merge info:
First name: Russell
Last name: Tichauer
DOB: August 3rd, 1948
Policy Number(s): 48493119P,9095474-2,9198592-5,9198626-7,9198680-2,B770728-3,E189114P,E247175P
URL 1: https://workspace.canadalife.com/workspace/s/account/0015o000004GnXtAAK/russell-tichauer?tabset-15dae=3
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A00000BHxelQAD/russel-tichauer?tabset-15dae=3 

Thank you,


Martin Gallois
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
E: martin.gallois@canadalife.com",False,,False,False,005OH00000AbJ7aYAF,2025-12-29T16:07:26.000+0000,005OH00000AbJ7aYAF,2025-12-30T16:08:07.000+0000,005OH000001yNnZYAU,2025-12-30T16:08:07.000+0000,(604)754-2055,,duncan@achievewealthcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTK8XYAW,False,,24786323,003G0000018f7R7IAI,0010A000002wPXWQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff wants to unlink conquest plan that they merged.
***************
Hi Tamara , thank you for contacting the workspace support today.

To recap our call, you need assistance with unlinking a conquest plan we could not unlink the accounts. Conquest support should be able to assist their email is advisorsupport@conquestplanning.com , their toll-free number is 1-888-282-7020.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T17:01:20.000+0000,False,False,005OH00000BFQFCYA5,2025-12-29T16:51:22.000+0000,005OH00000BFQFCYA5,2025-12-29T17:13:27.000+0000,005OH00000BFQFCYA5,2025-12-29T17:13:27.000+0000,(905)852-3184,,brian@investsmart.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTKTSYA4,False,,24784019,0030A0000029e8zQAA,0010A000002w2Y6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy owned by bank,Medium,"ASA called because they can't find policy in their workspace account. They shared their screen with me and then we tried to find with policy number it showed up. The policy is under bank name.KB0020047 . Info provided

Hello Manjit,

I received a call from your support staff member Sukh Kaur on your behalf. They had questions related to Seg Fund policy 411267164. This policy is showing under bank name in workspace and not the clients. The bank is technically the owner because it's under loan. When you look up the client, the policy will list their ""ROLE"" as ANN B/O (which means Annuitant beneficial owner). Workspace does not yet support beneficial ownership roles. This causes the policy to be listed in Workspace under the bank's name and nowhere under the client's name. Unfortunately, this is a limitation of Workspace that we are looking to fix. We recommend you check your own dealer FundServ platform to check this policy.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T16:51:23.000+0000,False,False,005OH00000BFiyTYAT,2025-12-29T16:18:16.000+0000,005OH00000BFiyTYAT,2025-12-29T16:51:24.000+0000,005OH00000BFiyTYAT,2025-12-29T16:51:24.000+0000,(905)799-2470,416-300-7393,sandhumanjitsingh@yahoo.ca,(905)799-2469,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTPTIYA4,False,,24786847,003OH00000M8wAUYAZ,001OH00000QuhOvYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Caller Reportedly Unable to access Workspace,Medium,"***DDS SL Dec 29 2025***

Caller is Primerica User unable to access WS profile
Informed user to try to login and not register at this stage as MFA appears to be true 

===Email Chain===

Good morning Janet, 

Thank you for contacting the Workspace Support team. We understand that you have been unable to access your Workspace profile and have been receiving an error when completing registration. We are happy to assist you with this matter. 

At your earliest convenience, please try to log in and not register using your email address. 
If you do not recall setting the password, select the Forgot your password? option and let us know if you do receive the link. 
Please note that the Primerica email system may take some time to receive the password reset email. 

Advisor Workspace Login – Canada Life


  

If this does not allow you to continue, please call us directly at 1-888-99-4516 any time from 8:00am to 8:00pm EST.  
We look forward to hearing from you.

Thank you and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: JANET ANDREA HALL <JANETANDREA.HALL@PRIMERICA.COM> 
Sent: December 26, 2025 3:01 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] 

I am having trouble logging in. I get to the point to enter the activation code. Once I enter the code and select ""Continue"" it's giving me an error You are receiving this message from Janet Hall on behalf of Primerica Life Insurance Company
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I am having trouble logging in.

I get to the point to enter the activation code. Once I enter the code and select ""Continue"" it's giving me an error

You are receiving this message from Janet Hall on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively “Primerica”), branch office located at 75 International Blvd, Suite #200 Etobicoke, Ontario M9W 6L9. I can be reached at 416-459-7287.

https://therealhowmoneyworks.ca/ca/JanetAHall (Click link for your free copy)
https://livemore.net/JanetHall
https://livemore.net/JHall
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-30T14:26:38.000+0000,False,False,005OH000001yNnaYAE,2025-12-29T16:58:38.000+0000,005OH000001yNnaYAE,2025-12-30T14:26:38.000+0000,005OH000001yNnaYAE,2025-12-30T14:26:38.000+0000,(416)459-7287,,janetandrea.hall@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTQ13YAG,False,,24785535,003G0000018f6eTIAQ,0010A000002wOcVQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Resetting Password for Product Illustration,Medium,"NAME: DERRICK PETERSON 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: LL19985
PHONE: +1 346-293-7283 
EMAIL: derrick@rivinssol.com 
 
ISSUE: 
User is trying to log into tpoduct illustrations 
 
AUTHENTICATION (If Required):
KB0020858 - authenticated user as an ADSL advisor 
User passed authentication  
 
FINDINGS:
KB0020858 - we can reset the password to give them access.
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and reset password on ISAM.
Sent user a link to log in and reset the password. 
User was able to sign in and rest their password
User regained access to their product illustration 
 
EMAIL:
 
--------------------------------------***DDS DEC/29/2025***--------------------------
Hello Derrick,
Thank you for contacting Workspace Support about accessing Product Illustrations.
This is just a follow up email to the previous one I sent. On the call today, you were able to reset your password and gain access to product illustration again.
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 29, 2025 11:48 AM
To: Peterson, Derrick <derrick@rivinssol.com>
Subject: Resetting Password for Product Illustration - 24785535
Hello Derrick,
Thank you for contacting Workspace Support about accessing Product Illustrations.
On the call today, I was able to reset your access with a temporary password so you can have access to log in and update your password. Please visit the link below and log in with your user id and temporary password to reset your password for access.
Link: https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
User id: LL19985@llext
Let me know if you have any questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-29T16:52:25.000+0000,False,False,005OH00000BGf2TYAT,2025-12-29T16:39:44.000+0000,005OH00000BGf2TYAT,2025-12-29T16:52:25.000+0000,005OH00000BGf2TYAT,2025-12-29T16:52:25.000+0000,(403)342-4822,,derrick@rivinssol.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTQFfYAO,False,,24786941,003OH00000M9AecYAF,001OH00000QuyBFYAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Not getting the MFA code,Medium,"Advisor is under Primerica and has been registered few months ago not related to CIAM registration. Confirm with the advisor if he uses MGA or national as his association. Educate the advisor that Pramerica accounts fall under National as their association. Issue resolved.
====================

Hi Emmanuel,

Thank you for contacting the workspace support about you MFA code not going through when trying to be signing in to workspace.

We have confirmed that you’ve registered to workspace few months ago and you also wanted to confirm the correct association that you are under with. Please be informed that Primerica accounts fall under National as the association so you could access all the feature falls under it. We can also confirm that you were able to get MFA code working regardless of if you choose MGA or National as your association.

We do appreciate your patience and I apologize as I was having a hard time loading your file accordingly. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-29T17:34:38.000+0000,False,False,005OH00000BFPZHYA5,2025-12-29T17:00:12.000+0000,005OH00000BFPZHYA5,2025-12-29T17:43:10.000+0000,005OH00000BFPZHYA5,2025-12-29T17:43:10.000+0000,(289)218-7305,,egambrah@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTR6qYAG,False,,24785852,0030A0000029XqWQAU,0010A000002vxMnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support/NBN issue - INC1949070,Medium,"*** DDS 06JAN2026 ***
issue resolved Jan 2, closing case

*** DDS 29DEC2025 *** - INC1949070 submitted for NBN preferences issue

User is trying to sign into his advisor code: 25275 but when he signs in it goes to his code: I0310. Advised user that his 25275 code is linked with his other email. 
KB0023235 - User not able to see application sent through New Business 

Email: darcy.feth@ig.ca 
Email: darcy.feth@investorsgroup.com
Code: 25275
Code: I0310
Application: 60923569-1

***********************************************************************

Hello Darcy,

Thank you for contacting Workspace Support today regarding being unable to see pending application 60923569-1 within the New Business eApp as well as the issue in being unable to update your preferences to reflect your active agent code. The issue has been escalated to our Digital Hub team for investigation, and we will follow up with you as soon as we hear back with a resolution.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-05T17:39:20.000+0000,False,False,005OH000006wv2TYAQ,2025-12-29T16:44:21.000+0000,005OH00000BG5v4YAD,2026-01-05T17:39:20.000+0000,005OH000006wv2TYAQ,2026-01-05T17:39:20.000+0000,(250)762-3329,(250) 317-8329,darcy.feth@ig.ca,(250)868-9332,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTSFrYAO,False,,24790169,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue - INC1964039,Medium,"*** DDS 12JAn2026 ***
prompt visible, advised
*** DDS 12JAN2026 *** 
INC1964039 submitted

***DDS Jan.12/2026***
User said the merge prompt had not populated in Workspace well after the 2-4 business day timeframe. Logged in as the user to Workspace and I was not able to see the merge prompt on either client profiles, responded to the user and advised we have escalated this to L2 to investigate this issue. Escalated this to L2 and included the necessary supporting info to investigate this matter further.

First Name: PHILIP
Middle Name:  BERNARD
Last Name: WHITE
DOB: July 2, 1962
Policy #'s:60388368T / K082496T
Company: CL / LL
CIS Client ID: 9089425490 / 1981244310
URL for records: 0010A000005JVHjQAO / 0010A00000C4S0RQAV

***DDS Dec.29/2025***
Merge request completed for user for policies 60388368T / K082496T belonging to PHILIP BERNARD WHITE.

CL - Policy - 60388368T - Client ID - 9089425490 - CIIP3 - Moved middle name from first name field to middle name field 

LL - Policy - K082496T - Client ID - 1981244310 - IIP2 - Updated first name from Phil to Philip and added the middle name to populate the merge prompt for the user

Workspace URL : 0010A000005JVHjQAO / 0010A00000C4S0RQAV

REF KB: KB0020913

*****Email*****
Hello Luc,

We have heard back from our Digital Hub team, they have applied a fix, and the merge prompt is currently visible in Workspace for this client. Please let me know if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello @Workspace Service Leaders,

I completed the merge on Dec.29/2025 for the Advisor Luc Filion , but the user says the merge prompt did not populate on either of the client's profiles in Workspace. Logged in as the user to Workspace and was not able to see the merge prompt either. All data points on CIS & Co-pilot match, included the necessary supporting info to investigate this matter further.

CL - Policy - 60388368T - Client ID - 9089425490 - CIIP3 - Moved middle name from first name field to middle name field 

LL - Policy - K082496T - Client ID - 1981244310 - IIP2 - Updated first name from Phil to Philip and added the middle name to populate the merge prompt for the user

Advisor’s Name: Luc Filion
SF ID: 0030A0000028x99QAA
Client’s First Name: PHILIP
Client’s Middle Name:  BERNARD
Client’s Last Name: WHITE
DOB: July 2, 1962
Policy #'s: 60388368T / K082496T
Company: CL / LL
CIS Client ID: 9089425490 / 1981244310
URL for records: 0010A000005JVHjQAO / 0010A00000C4S0RQAV

Please let me know if you need further information – thanks for the help!


Hello Luc,

Thank you for reaching out to the Workspace Support team regarding the merge issue.

We have escalated this issue to the Digital Lab team for deeper investigation as to why the merge prompt did not appear for you in Workspace. When we receive an update from the team assisting us, we will reach out to you directly. 
If you have any additional questions or require further support, please do not hesitate to reach out to us.

Take care.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello Luc,

Thank you for reaching out to the Workspace Support Team regarding the merge issue.
 
We've made an amendment to Philip Bernard White, and you should see the merge prompt within 2 - 4 business days. Please check both contact files for the merge prompt. If the issue persists, please reach out to let us know!

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T17:46:47.000+0000,False,False,005OH000006wv2TYAQ,2025-12-29T17:46:47.000+0000,005OH00000BFQFBYA5,2026-01-12T20:57:44.000+0000,005OH000006wv2TYAQ,2026-01-12T20:57:44.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTTWmYAO,False,,24784703,003G0000018f73pIAA,0010A000002wP79QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration-,Medium,"************DDS******* 12/29/2025

User calling to verify if their TPA request sent last week as been processed. DDS verified and advised it's not been processed and referred user to DM. 


**************email chain*************
Hello Lisa, 

     It was a pleasure assisting you today. As discussed, you will have to reach out to distribution_methodology@canadalife.com to get a status update of the TPA forms sent in. Once it’s processed, you can request a registration letter from them as well to get started with registration. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T16:41:00.000+0000,False,False,005OH00000BFQFHYA5,2025-12-29T16:27:18.000+0000,005OH00000BFQFHYA5,2025-12-29T16:41:00.000+0000,005OH00000BFQFHYA5,2025-12-29T16:41:00.000+0000,(905)669-5577,,lio@penmore.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTUXfYAO,False,,24787231,003OH00000M9C3iYAF,001OH00000Quy9yYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica DSFA application Inquiries-,Medium,"***********DDS********** 12/29/2025

User needed help locating document required for their application.  DDS did a logmein session to see where user was stuck at and navigated user to right support. 


***************email chain*************

Hello Eunice, 

     It was a pleasure assisting you today. Regarding the form you are not able to locate, you can reach out to AdvisorContent@canadalife.com for assistance on locating the form. You could also try reaching out to your RSM Stefan Moroz at (403)-618-5871 or stefan.moroz@canadalife.com for navigation with the application. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T17:22:21.000+0000,False,False,005OH00000BFQFHYA5,2025-12-29T17:04:21.000+0000,005OH00000BFQFHYA5,2025-12-29T17:22:45.000+0000,005OH00000BFQFHYA5,2025-12-29T17:22:45.000+0000,(604)868-1989,,ewong.4xmab@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTZ2oYAG,False,,24788930,0030A0000029oQAQAY,0010A000002wB4OQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,email sent to lindy.lam@canadalife.com bounced back un deliverable,Medium,"***DDS*** 01/08/26
Name: Andrew Münden
Phone:
Agent code: B7939
Reference: KB0021989
Advisor name: KE YONG PAN

Received the following from Field Commissions today, but this was already taken care of on December 29, 2025.

Good morning

Can we leave this for your handling?  

Thank you, 


Michelle Ellis (she/her/elle)
Sr Contracts & Compensation Specialist
Compensation and Contracting Operations

michelle.ellis@canadalife.com  |  226-781-9196


***DDS*** 12/29/25
Name: Andrew Münden 
Phone: 
Agent code: B7939
Reference: KB0021989 
Advisor name: KE YONG PAN

Hi Andrew,

Thank you for confirming the email address, however Workspace support does not have the ability to update names/personnel or email addresses.   Please reach out to your New Business Coordination team for further assistance. RequeteAN.Equipe10@canadavie.com   

Please advise that Linda Lam at email address Lindy.Lam@canadalife.com bounces back undeliverable .

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Andrew Munden <andrew@msafinancial.com> 
Sent: December 29, 2025 1:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>; Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>
Subject: RE: 24788930 - RE: [EXT] 69088288T - Settling Documents RECEIVED

Good Afternoon Please note that my colleague Kattie Gee only copy pasted an email from the Workspace for a particular file update (See attached) Merci Beaucoup et joyeuses fête -- Thank you & Happy Holidays Andrew Münden (he/him/his | il/lui)
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good Afternoon 
Please note that my colleague Kattie Gee only copy pasted an email from the Workspace for a particular file update (See attached) 

               Merci Beaucoup et joyeuses fête  -- Thank you & Happy Holidays
Andrew Münden (he/him/his | il/lui) | Administrateur système et Coordonnateur marketing  |  System Administrator & Marketing coordinator
Financière MSA Financial | 3333, Boul. de la Côte-Vertu, # 450  Saint-Laurent, QC  H4R 2N1 |  514.343.0200 x 224 andrew@msafinancial.com 
msafinancial.com 






***DDS*** 12/29/25
Name: Andrew Münden 
Phone: 
Agent code: B7939
Reference: sent test email to lindy.lam@canadalife.com and it bounced back.  (Not a valid email address)
Advisor name: KE YONG PAN

Hello Andrew,

Thank you for contacting the Workspace support group regarding un deliverable email lindy.lam@canadalife.com

This is a default message when the email address is incorrect or does not exists.   I did a global search in our CanadaLife email system and this email address does not exist.

Please double check the email address. 

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
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From: Andrew Munden <andrew@msafinancial.com> 
Sent: December 29, 2025 11:04 AM
To: Commissions, Canada Life <CanadaLife.Commissions@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: FW: [EXT] 69088288T - Settling Documents RECEIVED
Importance: High

Good Morning Please see below My Colleague received this. Please let me know what is required to have her authenticated to send emails. Thank you very much Merci Beaucoup et joyeuses fête -- Thank you & Happy Holidays Andrew Münden (he/him/his
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
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Good Morning 
Please see below
My Colleague received this. 
Please let me know what is required to have her authenticated to send emails. 
Thank you very much 
               Merci Beaucoup et joyeuses fête  -- Thank you & Happy Holidays
Andrew Münden (he/him/his | il/lui) | Administrateur système et Coordonnateur marketing  |  System Administrator & Marketing coordinator
Financière MSA Financial | 3333, Boul. de la Côte-Vertu, # 450  Saint-Laurent, QC  H4R 2N1 |  514.343.0200 x 224 andrew@msafinancial.com 
msafinancial.com 
 
 
CABINET EN SERVICES FINANCIERS / FINANCIAL SERVICES FIRM

  
 
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From: postmaster@canadalife.com <postmaster@canadalife.com> 
Sent: December 29, 2025 10:51 AM
To: Kaittie Gee
Subject: Undeliverable: [EXT] 69088288T - Settling Documents RECEIVED
 
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From: Kaittie Gee <Kaittie@msafinancial.com>
To: ""policyplacing@canadalife.com"" <policyplacing@canadalife.com>
CC: ""Lindy.Lam@canadalife.com"" <Lindy.Lam@canadalife.com>
Thread-Topic: 69088288T - Settling Documents RECEIVED
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Subject: [EXT] 69088288T - Settling Documents RECEIVED
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500OH00000iTb4ZYAS,False,,24788454,003G0000018f6XFIAY,0010A000002wOUKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor locked out of workspace.
*****************
Hi Mark       , thank you for contacting the workspace support today.

To recap our call, I sent you a reset password link for your Advisor solutions account, To reset your password on your MGA account please select forgot password on the login screen.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T17:29:27.000+0000,False,False,005OH00000BFQFCYA5,2025-12-29T17:21:37.000+0000,005OH00000BFQFCYA5,2025-12-29T17:31:44.000+0000,005OH00000BFQFCYA5,2025-12-29T17:31:44.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,94.0
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500OH00000iTdBLYA0,False,,24793305,0030A0000029gG1QAI,0010A000002w4JyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Reset Authenticator,Medium,"KB0020738
user did not log in for a while and does not remember which authenticator is connected to his account.
Authenticated user and reset password.

email==================================================================
Hello Eng,
Thank you for reaching out to Workspace Support, it was a pleasure assisting you with your authenticator app today.
Just a recap as you recently change your device, we were required to disconnect your old connection and reconnect the google authenticator App.
We were successful at doing so and gain access back to your Workspace account.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: Simple Protect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T18:48:16.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-29T18:30:41.000+0000,005OH00000AZ3ZxYAL,2025-12-29T18:48:17.000+0000,005OH00000AZ3ZxYAL,2025-12-29T18:48:17.000+0000,(416)297-1766X3322,,engkhai.ong@dfsin.ca,(416)297-6015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,94.0
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500OH00000iTgVcYAK,False,,24787383,0030A0000029mK9QAI,0010A000002w9JhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Log in Issues,Medium,"*** LATER DEC/29/2025 ***
I got confirmation that the phone number was updated and called user back
Did not receive a response from user.
Left a VM for them to call us back for assistance.

NAME:  JINGJING ZHANG
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: B9907
PHONE: +17788753913
EMAIL: evelynzhangbusiness@hotmail.com 
 
ISSUE: 
Login issues ERR-W1285
User also wants to set up  MFA again
 
AUTHENTICATION (If Required):
KB0020563  
Was not able to aurthenticate phone number on siebel

 
FINDINGS:
KB0020563 - ISAM shows locked user id
 
TROUBLESHOOTING/RESOLUTION:
User did not pass authenticator - incorrect phone number when asked to validate.
Was unable to assist user. 
Sent email to tracy for update to be made to phone number on file.
Will call user back once the update is completed.

*** LATER DEC/29/2025 ***
I got confirmation that the phone number was updated and called user back
Did not receive a response from user.
Left a VM for them to call us back for assistance.

 
EMAIL:
 
--------------------------------------***DDS DEC/29/2025***--------------------------   
Hello Jingjing,
Thank you for contacting Workspace Support about your access issues.
As mentioned on the call, unfortunately, we cannot assist you with setting up your MFA without being able to verify and contact you on the phone number reflected on our system. To resolve this, I have now sent an email to Tracy’s team who oversees updating your profile information on our system. I cc’d you in that email so you should get a response once the update has been made. Once the update reflects on our system, I will call you back and proceed with getting you access to your Workspace account.
Please let me know if you have any more questions. 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  ",True,2025-12-29T17:26:11.000+0000,False,False,005OH00000BGf2TYAT,2025-12-29T17:06:29.000+0000,005OH00000BGf2TYAT,2025-12-29T20:08:01.000+0000,005OH00000BGf2TYAT,2025-12-29T20:08:01.000+0000,(778)875-3913,(778) 875-3913,evelynzhangbusiness@hotmail.com,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iThrRYAS,False,,24787316,003G0000018f7N1IAI,0010A000002wPSgQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,error in this weekly summary,Medium,"****December 29, 2025****
User said that they have discovered an error in this weekly summary (premium has been paid) and was looking for an email contact to help me remedy it. 

They were instructed to contact the ASC to rectify this payment issue.

======================================================================

****Email Chain****

Hello Michael,

We specialize in technical support and don’t have access to information regarding premium payments.

To assist with rectifying this premium payment issue, please reach out to the advisor Support centre at 1-888-252-1847.

If there is anything else we can assist you with, please do not hesitate to reach out.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Michael Forrest <michael@mcauleyfinancial.com> 
Sent: December 30, 2025 7:24 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] RE: ****Case24787316**** - RE: Individual Insurance Summary for contract F5959 - Week ending 29 December 2025

Hello. The error is below in the message stating the premium is outstanding. It was paid on December. Please see file just below subject line above – thank you. Michael Forrest Investment Funds Advisor McAuley Financial Services 930-515 Legget
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello.  The error is below in the message stating the premium is outstanding.  It was paid on December.  Please see file just below subject line above – thank you.  




Michael Forrest
Investment Funds Advisor
McAuley Financial Services
930-515 Legget Dr Ottawa ON  K2K 3G4
Tel: 613-591-3900  Fax: 613-591-5543
michael@mcauleyfinancial.com
www.mcauleyfinancial.com

We accept new clients primarily by referral from our existing relationships. If you know of friends or business associates who would value our financial planning services, please let us know.

 
Follow MFS on LinkedIn

 

The MFS Difference: 45 Years of Service Excellence in Ottawa
Mutual Funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
 
To unsubscribe from receiving commercial electronic messages from Michael Forrest and McAuley Financial Services Inc., please send an e-mail to info@mcauleyfinancial.com, using ""Unsubscribe"", followed by your name, as the subject line. You may continue to receive non-promotional messages related to the administration and/or service of your account or investment product.

To unsubscribe from receiving commercial electronic messages from Investia Financial Services Inc., click here.
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être priviligié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expediteur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le transmettre ou en enregistrer le contenu. Merci. A noter: Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune reponsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.


From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 29, 2025 12:06 PM
To: Michael Forrest <michael@mcauleyfinancial.com>
Subject: ****Case24787316**** - RE: Individual Insurance Summary for contract F5959 - Week ending 29 December 2025

Hello Michael,

Thank you for contacting the Workspace Support team regarding an error on your client’s summary.

1.	Is this error in Workspace?
2.	What is the error you are seeing?
3.	Please provide us with a screenshot of this error, this way we can investigate further.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Michael Forrest <michael@mcauleyfinancial.com> 
Sent: December 29, 2025 9:44 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FW: Individual Insurance Summary for contract F5959 - Week ending 29 December 2025

Hello. I have discovered an error in this weekly summary (premium has been paid) and was looking for an email contact to help me remedy it. Can you provide one? Thank you. Michael Forrest Investment Funds Advisor McAuley Financial Services 930-515

Hello.

I have discovered an error in this weekly summary (premium has been paid) and was looking for an email contact to help me remedy it.  Can you provide one?  Thank you.  


Michael Forrest
Investment Funds Advisor
McAuley Financial Services
930-515 Legget Dr Ottawa ON  K2K 3G4
Tel: 613-591-3900  Fax: 613-591-5543
michael@mcauleyfinancial.com
www.mcauleyfinancial.com

We accept new clients primarily by referral from our existing relationships. If you know of friends or business associates who would value our financial planning services, please let us know.

 
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The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être priviligié. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expediteur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le transmettre ou en enregistrer le contenu. Merci. A noter: Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune reponsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.


From: NoreplyIINB@canadalife.com <NoreplyIINB@canadalife.com> 
Sent: December 29, 2025 1:31 AM
To: Michael Forrest <michael@mcauleyfinancial.com>
Subject: Individual Insurance Summary for contract F5959 - Week ending 29 December 2025

This is a system-generated email as of 29 December 2025 & 01:30 AM EST, on behalf of Canada Life TM and MCAULEY FINANCIAL SERVICES INC. Do not reply. For application details, please visit New Business.
Issued policy(ies)
App #: 60905446-8
Policy #: 60905446T
Insured: J Lavoie 
Request date 	Outstanding requirements 
14 November 2025	Acknowledgement of policy received (AOPR)
14 November 2025	Premium outstanding
14 November 2025	Amendment(s) within AOPR


The contents of this communication, including any attachment(s), are confidential. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel. Si vous n'êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l'expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n'assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d'un virus.",True,2025-12-30T18:33:53.000+0000,False,False,005OH000002iN7pYAE,2025-12-29T17:05:31.000+0000,005OH000002iN7pYAE,2025-12-30T18:33:53.000+0000,005OH000002iN7pYAE,2025-12-30T18:33:53.000+0000,(613)591-3900,(613) 277-4699,michael@mcauleyfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTj5JYAS,False,,24791534,0030A0000029fXMQAY,0010A000002w3hpQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T18:07:03.000+0000,False,False,00516000007Qeg2AAC,2025-12-29T18:07:03.000+0000,00516000007Qeg2AAC,2025-12-29T18:07:03.000+0000,00516000007Qeg2AAC,2025-12-29T18:07:03.000+0000,(416)693-6781,(416) 618-9229,sjollyfinancial@sympatico.ca,(416)699-5597,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTjV6YAK,False,,24789140,0035o000007WVGsAAO,0015o000008CzyiAAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/29*
----------------

Michelle Lau
98284


canadalife.contracts&licensing@canadalife.com

i want to log into Workspace, i tried so many times and my account is locked and unlock
unable to provide producer code, hard stop

*email*
----------------
Good afternoon Michelle,

Thank you for contacting the Workspace Support Team with your inquiry.

You wanted to log into Workspace but were unable to provide your producer or compensation code, you provided your LL# but that is not sufficient for us to authenticate you. Please reach out to canadalife.contracts&licensing@canadalife.com and ask them to provide your producer code so we are able to authenticate you and help you log into Workspace going forwards. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T17:50:43.000+0000,False,False,005OH000008919xYAA,2025-12-29T17:31:48.000+0000,005OH000008919xYAA,2025-12-29T17:50:43.000+0000,005OH000008919xYAA,2025-12-29T17:50:43.000+0000,(778)858-1829,,michelle@mrinvestments.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTjV9YAK,False,,24795048,003G0000018f6ewIAA,0010A000002wOcyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Set up,Medium,KB0021888 - Call back done for final authentication,True,2025-12-29T19:23:00.000+0000,False,False,005OH00000BFPZHYA5,2025-12-29T18:56:43.000+0000,005OH00000BFPZHYA5,2025-12-29T19:23:00.000+0000,005OH00000BFPZHYA5,2025-12-29T19:23:00.000+0000,(604)638-6204,,claritywealth@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTkaoYAC,False,,24788281,0030A0000029hzCQAQ,0010A000002w5lgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Insurance Client List Report,Medium,"***WRS 2025-12-29***
User wanted an insurance client list report.
WRS replied to user to confirm the requested advisor code as none was provided.

***Email Chain***
Hello Andrew,

We have received your request for an insurance client listing. Please provide Garnet’s advisor code so we can verify if you have Third Party Access to his code. If you have Third Party Access to his code, we would be able to send you the client list for the aligned code. However, if we find that you do not have Third Party Access, we would not be able to provide you with the requested client listing. We would, however, be able to provide the client list to Garnet as he would be the aligned advisor to the provided code.

Additionally, please note that the H3000 code you have provided is a corporate code, therefore we would be unable to provide data for this code as the listings are aligned to the advisor code used to submit business. If you would like a client listing for your own code as well, please provide your advisor code and we would be able to provide you with a client list.

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Justin
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Living Benefits Client Service <LivingBenefitsClientService@canadalife.com> 
Sent: December 23, 2025 3:15 PM
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>; BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: Advisor to advisor change - 41248683 - Dr. Zeeshan Ali 

Hello, 

Contracts & Compensation please see request for advisor switch. 

Business Reporting please see listing request. 

Thank you, 

Insurance Client Service Operations & Customer Service, Individual Wealth and Insurance Solutions
Service à la clientèle Assurance Exploitation & Service à la clientèle, Assurance vie, Gestion du patrimoine individuel et Solution d’assurance 
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
(AG)

From: Andrew Webster <andrew@wfinc.ca> 
Sent: December 18, 2025 9:24 AM
To: Kathleen Yeaman <kathleen@wfinc.ca>; Living Benefits Client Service <LivingBenefitsClientService@canadalife.com>; Cabral, Charlee <Charlene.Cabral@canadalife.com>; inforce <inforce@gryphinadvantage.com>
Cc: Webster, Garnet <garnet@wfinc.ca>
Subject: [EXT] RE: Advisor to advisor change - 41248683 - Dr. Zeeshan Ali 

Hi, Some how the attached policy has been assigned to my Dad, Garnet Webster, and neither of us know how this took place. Garnet has never met the client or worked with him. I have signed all the paperwork with him and done everything under
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, 

Some how the attached policy has been assigned to my Dad, Garnet Webster, and neither of us know how this took place. 

Garnet has never met the client or worked with him.  I have signed all the paperwork with him and done everything under my code.  

Please have this policy switched to my advisor code H3000.

Also, can we get a list of any other policies under his name, as I fear this has happened with other policies. 

Thanks,
Andrew

 
 	Andrew C. Webster, MBA, Managing Partner
Investments - Insurance - Group Benefits
C 905.906.8473 W websterfinancial.ca
207 Locke St. S., Hamilton, ON L8P 4B6

To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail. Please contact me directly at 905-523-1234.

NOTICE: This message is only to be read by the addressee and is not for public distribution. The sender is not responsible for distribution of this message beyond the addressee intended. All information in this message is confidential to the addressee and should be treated as such.

Webster Financial is a trade name used to carry on business related to life insurance and mutual fund products. Mutual funds are offered through Manulife Securities Investment Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services.
 

From: Kathleen Yeaman <kathleen@wfinc.ca> 
Sent: December 18, 2025 10:09 AM
To: Andrew Webster <andrew@wfinc.ca>
Subject: FW: Advisor to advisor change - 41248683 - Dr. Zeeshan Ali

I keep forgetting to send you this, came in while you were off, Dave and I don’t understand.



 	Kathleen Yeaman, 
Executive Assistant  |  Webster Financial
Executive Assistant  |  Manulife Wealth Inc.
Investments ● Insurance ● Group Benefits 
Office 905-525-3787 Cell 905.220.1920  |  websterfinancial.ca 
207 Locke St. S., Hamilton, ON L8P 4B6
To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail. Please contact Andrew Webster directly at 905-523-1234.

NOTICE: This message is only to be read by the addressee and is not for public distribution.  The sender is not responsible for distribution of this message beyond the addressee intended.  All information in this message is confidential to the addressee and should be treated as such.  If you prefer not to receive future emails, please respond with “unsubsribe” in the subject line.

Webster Financial  is a trade name used to carry on business related to life insurance and mutual fund products. Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services.



From: Cabral, Charlee <Charlene.Cabral@canadalife.com> 
Sent: December 8, 2025 11:53 AM
To: Kathleen Yeaman <kathleen@wfinc.ca>
Cc: inforce <inforce@gryphinadvantage.com>
Subject: FW: Advisor to advisor change - 41248683 - Dr. Zeeshan Ali

Hello, Kathleen.  

Thank you for submitting your agent of record change request.

We cannot complete your request because the advisor, GARNET WEBSTER, does not have an active contract in the distribution channel which is eligible to service policy 41248683.

Please refer to the instructions below which will allow a requested recipient to receive information, make non-financial changes, and view summaries for the client(s) listed under the code provided on the form with some limitations as outlined. Canada Life will not credit the requested recipient for servicing the policy.

For Life Insurance & Living Benefit policies, complete the attached Policy Information Access form and return as outlined on the form: 

•	Individual Life: canindserv@canadalife.com
•	Living Benefits: LivingBenefitsClientService@canadalife.com

For all other policy types, submit a letter of direction signed by the client listing all policies for which they would like to grant access for. Send the completed letter of direction to the applicable location:

•	Individual Wealth: ISP_Customer_Care@canadalife.com
•	Individual Wealth (Quebec only): Fonds.Distincts@canadavie.com
•	Quadrus: processing@canadalife.com
•	Annuities: pabc@canadalife.com

Kind regards, 



Charlee Cabral (She/They)
Sr. Business Operations Co-ordinator  |  Sales Effectiveness & Performance, AN
charlene.cabral@canadalife.com  |  204-946-7426
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Contracts & Compensation <Contracts&Compensation@canadalife.com> 
Sent: November 17, 2025 9:15 AM
To: AN Contracts and Compensation Workflow System <ANContractsAndComp@canadalife.com>
Subject: FW: Advisor to advisor change - 41248683 - Dr. Zeeshan Ali

 
________________________________________
From: inforce <inforce@gryphinadvantage.com>
Sent: Monday, November 17, 2025 3:11:10 PM (UTC+00:00) Monrovia, Reykjavik
To: Contracts & Compensation <Contracts&Compensation@canadalife.com>
Cc: Kathleen Yeaman <kathleen@wfinc.ca>
Subject: [EXT] Advisor to advisor change - 41248683 - Dr. Zeeshan Ali
Hello Canada Life, Please advise on the below and provide the necessary forms. Best regards, Tracey Kunzli Inforce Services Consultant Gryphin Advantage Inc. Tel: 905-690-3667 ext. 251 Fax: 905-690-3533 From: Kathleen Yeaman <kathleen@ wfinc. ca>

Hello Canada Life,
 
Please advise on the below and provide the necessary forms.
 
Best regards,
 
Tracey Kunzli
Inforce Services Consultant
Gryphin Advantage Inc.
Tel: 905-690-3667 ext. 251
Fax: 905-690-3533
 
From: Kathleen Yeaman <kathleen@wfinc.ca> 
Sent: November 17, 2025 8:33 AM
To: inforce <inforce@gryphinadvantage.com>
Subject: FW: Move Policy Into My Code
 
Hi,
 
Can you please advise how to get the attached policy put into Andrew Webster’s code and not Garnet Webster.
 
Thank you,
Kathleen
 
 
 
 	Kathleen Yeaman, 
Executive Assistant  |  Webster Financial
Executive Assistant  |  Manulife Wealth Inc.
Investments ● Insurance ● Group Benefits 
Office 905-525-3787 Cell 905.220.1920  |  websterfinancial.ca 
207 Locke St. S., Hamilton, ON L8P 4B6
To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail. Please contact Andrew Webster directly at 905-523-1234.
 
NOTICE: This message is only to be read by the addressee and is not for public distribution.  The sender is not responsible for distribution of this message beyond the addressee intended.  All information in this message is confidential to the addressee and should be treated as such.  If you prefer not to receive future emails, please respond with “unsubsribe” in the subject line.
 
Webster Financial  is a trade name used to carry on business related to life insurance and mutual fund products. Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services.
 
 
 
From: Andrew Webster <andrew@wfinc.ca> 
Sent: November 4, 2025 10:55 AM
To: Kathleen Yeaman <kathleen@wfinc.ca>
Subject: Move Policy Into My Code
 
I don’t know why this policy of Zeeshan’s under my dad’s code.  Can you ask Gryphin to have that changed. 
 
Thanks,
 
 
 	Andrew C. Webster, MBA, Managing Partner
Investments - Insurance - Group Benefits
C 905.906.8473 W websterfinancial.ca
207 Locke St. S., Hamilton, ON L8P 4B6
 
To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail. Please contact me directly at 905-523-1234.

NOTICE: This message is only to be read by the addressee and is not for public distribution. The sender is not responsible for distribution of this message beyond the addressee intended. All information in this message is confidential to the addressee and should be treated as such.

Webster Financial is a trade name used to carry on business related to life insurance and mutual fund products. Mutual funds are offered through Manulife Securities Investment Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services.",True,2025-12-29T17:19:05.000+0000,False,False,005OH00000AX0rVYAT,2025-12-29T17:19:05.000+0000,005OH00000AX0rVYAT,2025-12-29T17:19:06.000+0000,005OH00000AX0rVYAT,2025-12-29T17:19:06.000+0000,(905)523-1234,,andrew@wfinc.ca,(905)522-2444,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTl2DYAS,False,,24788082,003G0000018f6XFIAY,0010A000002wOUKQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login/password reset,Medium,"*12/29*
----------------
Patty Mcteesh
Patricia Matiche
assistant calling in for support in getting the advisors password reset. 
advised advisor needs to call because it's against the terms of service for anyone to log into or request a password reset for someone elses named account 

*email*
----------------
Good afternoon Mark and Patty, 

Thank you for contacting the Workspace Support Team with your inquiry. 

Patty called us to reset Marks advisor portal passwords, unfortunately logging into someone’s account and or requesting a password reset for someone else’s account is against the terms of service. Only the person named on the account can request assistance with login/password reset for their account.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T17:26:27.000+0000,False,False,005OH000008919xYAA,2025-12-29T17:16:14.000+0000,005OH000008919xYAA,2025-12-29T19:40:40.000+0000,005OH000008919xYAA,2025-12-29T19:40:40.000+0000,(647)746-8881,(647) 746-8881,mark@chamberlainwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTmCnYAK,False,,24788248,0030A00000A77Y7QAJ,0010A00000Ag5ABQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to sign into Advice Canada,Medium,"****December 29, 2025
KB KB0022489

User said that she is unable to sign into Advice Canada because it's not recognizing their email address – alucente@stewartfisher.ca.

===================================================================================================

****Email Chain****

Hello Ann,

Thank you for contacting the Workspace support team regarding an issue you have accessing Advice Canada.

Can you please confirm is you have Financial Horizon credentials and/or a Financial Horizon user ID? If you do have a Financial Horizon contract, please ensure that you are using the URL with ‘secure’ (and not ‘CL-secure’): secure.advicecanada.com. This is the website to access Advice Canada https://www.secure.advicecanada.com/.

Looking forward to your email.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Ann Lucente <alucente@stewartfisher.ca> 
Sent: December 29, 2025 10:39 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Lucente, Ann <alucente@stewartfisher.ca>
Subject: [EXT] SIGN IN ADVICE CANADA.
Importance: High

I tried signing into Advice Canada but for whatever reason its not recognizing my email address – alucente@ stewartfisher. ca. Please advise how to resolve so I can sign in and have access to Financial Horizons. Warm Regards, Ann Lucente
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
I tried signing into Advice Canada but for whatever reason its not recognizing my email address – alucente@stewartfisher.ca.
Please advise how to resolve so I can sign in and have access to Financial Horizons. 
Warm Regards,
 
Ann Lucente
Insurance Advisor & Investment Representative
Windsor, ON
Direct: 226-526-4473
Office: 226-216-0895 x1010
Cell: 226-280-7343
Fax: 226-258-7728
203-1801 Wyandotte St. E.
Windsor, ON, N8Y 1E2
www.StewartFisherFinancial.ca
 
""The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you.”",True,2026-01-30T15:15:50.000+0000,False,False,005OH000002iN7pYAE,2025-12-29T17:18:27.000+0000,005OH000002iN7pYAE,2026-01-30T15:15:50.000+0000,005OH000002iN7pYAE,2026-01-30T15:15:50.000+0000,(226)280-7343,,alucente@stewartfisher.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTmhRYAS,False,,24788324,003G0000018f6RhIAI,0010A000002wOO2QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP application error code Azure,Medium,"****DDS****12/29/25 

User is unable to edit SP application# 60929613-5 - each time they try to edit, the get error message ""oops, something went wrong - error code Azure""
KB0022199 
User decided to start a new application and will reach out if they encounter the same issue 
============================================================================================= 
 
****Email Chain****

Good day Veena,

Thank you for contacting Workspace Support regarding application# 60929613-5.

As discussed, please do not hesitate to reach out if you are still experiencing the Azure error message on the new application. We will be happy to assist you!



We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards,

Lawrencia E.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T17:19:50.000+0000,False,False,005OH0000097FtCYAU,2025-12-29T17:19:50.000+0000,005OH0000097FtCYAU,2025-12-29T17:27:32.000+0000,005OH0000097FtCYAU,2025-12-29T17:27:32.000+0000,(416)916-7400,(416) 564-5883,veena@maia.team,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTnc1YAC,False,,24793944,0030A0000029ghmQAA,0010A000002w4gkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Wealth Client List Report,Medium,"***WRS 2025-12-30***
Information updated and report provided (there were no clients so WRS notified user of this).

***WRS 2025-12-29***
User requested wealth client list report, but information is not updated on Siebel.
WRS advised user to update information in APEXA and if it is already updated, we will update by notifying Tracy.

***Email Chain***
Hello Wayne,

We see that your email address has now been updated in our systems. We’ve gone ahead and generated the report for you, but it seems that there are no active wealth clients associated to the provided advisor code D4311. 

If you have other code(s) you would like for us to create a wealth client list report for, please provide us with the advisor code(s) and we would be able to generate the requested report for the associated code(s).

If you would like for us to include insurance clients in the list, please let us know and we can generate an insurance client list report for your requested code(s) as well.

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Justin
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Byun, Jiwon <jiwon.byun@Canadalife.com> 
Sent: December 30, 2025 2:41 PM
To: Venturi, Wayne <w.venturi@glwealthssm.com>
Cc: Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>; BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: e-mail - Case 24793944

Hi Wayne,

Thank you for your email.

This is to confirm that a new email address (w.venturi@glwealthssm.com) has been updated for your MGA code D4311 on our systems.

Happy New Year.

Thank you,

Jiwon Byun (She/her)
Sr. Business Operations Co-ordinator, Contracts and Licensing
Contracts and Compensation Department
Tel: 416-552-5876  |  Email: Jiwon.Byun@canadalife.com
  
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com> 
Sent: December-29-25 05:49 PM
To: Byun, Jiwon <jiwon.byun@Canadalife.com>
Subject: Fw: e-mail - Case 24793944

Hi Jiwon,

Can you please handle this for me?

Thank you,



Hello Wayne,

Thank you for your response. We are unsure what exactly you are requesting with the provided information. To clarify, we received your request for a wealth client list report as you mentioned you were selling your book of business. To send you this information, we had to update your email address in our internal system to adhere to our compliance rules.

Our previous email in this thread was to have your email address updated within our system so we could then email you the requested wealth client list upon confirmation of the email address update in our systems.

We are unable to update client information from our side. If you are looking to update client information, please contact the Client Service Centre at 1-888-252-1847.

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Justin
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: Wayne Venturi <w.venturi@glwealthssm.com> 
Sent: December 30, 2025 11:36 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Cc: Venturi, Wayne <w.venturi@glwealthssm.com>
Subject: [EXT] RE: e-mail - Case 24793944

Address Oliver Dupuis code D4311 4 King St. Blind River Ont. P0R 1B0 BOX 1182 This information on system. All mail needs to go to his box # Wayne Venturi B. ED,B. Sc,CFP Financial Security Advisor Certified Financial Planner 27 Great Northern
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Address Oliver Dupuis code D4311

4 King St. Blind River Ont. P0R 1B0  BOX 1182

This information on system.

All mail needs to go to his box #


Wayne Venturi B.ED,B.Sc,CFP
Financial Security Advisor
Certified Financial Planner
27 Great Northern Road, Unit A
Sault Ste Marie, P6B 4Y4
Office: 705-574-0579 Ex. 231
Cell:705-542-2977 
Email: w.venturi@glwealthssm.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Click HERE to unsubscribe

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 29, 2025 3:14 PM
To: Aphayvong, Tracy <Tracy.Aphayvong@canadalife.com>
Cc: Wayne Venturi <w.venturi@glwealthssm.com>
Subject: RE: e-mail - Case 24793944

Hello Tracy,

Could you please assist in updating Wayne’s email address in Siebel for his advisor code D4311? His new email is w.venturi@glwealthssm.com.

Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Justin
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Wayne Venturi <w.venturi@glwealthssm.com> 
Sent: December 29, 2025 1:43 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] e-mail

w. venturi@ glwealthssm. com Wayne Venturi B. ED,B. Sc,CFP Financial Security Advisor Certified Financial Planner 27 Great Northern Road, Unit A Sault Ste Marie, P6B 4Y4 Office: 705-574-0579 Ex. 231 Cell: 705-542-2977 Email: w. venturi@ glwealthssm. com

w.venturi@glwealthssm.com

Wayne Venturi B.ED,B.Sc,CFP
Financial Security Advisor
Certified Financial Planner
27 Great Northern Road, Unit A
Sault Ste Marie, P6B 4Y4
Office: 705-574-0579 Ex. 231
Cell:705-542-2977 
Email: w.venturi@glwealthssm.com

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Click HERE to unsubscribe



Hello Wayne,

We received your request for a wealth book of business report. Unfortunately, we see that your email is not updated in our systems and thus we are unable to provide you with this report due to compliance and procedural rules. Please update your email address on APEXA so it can update on our systems. If you see that your email information is correct and updated in APEXA, please let us know and we would be able to update your email on our systems upon confirmation of the updated email address.

If you have any other questions, feel free to reply to this email and we would love to assist you.

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Regards, 
    
Justin
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



Hello

Please handle the attached request for an AUM report

Thank you



By replying to this request, any personal information provided will be used to provide you with products and services. To learn about our personal information policies and practices, visit canadalife.com/privacy

Shelly White
Sr Customer Service Specialist
Canadian Operations - Wealth
Canada Life
Phone (519) 931-2989 Fax 1-866-275-8080 Call Centre 1-888-252-1847 shelly.white@canadalife.com

 
Visit canadalife.com Watch our latest ad Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-29T18:40:07.000+0000,False,False,005OH00000AX0rVYAT,2025-12-29T18:40:07.000+0000,005OH00000AX0rVYAT,2025-12-30T20:00:29.000+0000,005OH00000AX0rVYAT,2025-12-30T20:00:29.000+0000,(705)256-5618X231,,w.venturi@glwealthssm.com,(705)256-5618,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTo6ZYAS,False,,24791370,0035o000004GBS9AAO,0015o000004pb8WAAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Set up,Medium,"KB0022825 - assisted ASA in setting up the MFA to her new phone.
=================

Hi Debbie,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

 Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-29T18:25:54.000+0000,False,False,005OH00000BFPZHYA5,2025-12-29T18:04:46.000+0000,005OH00000BFPZHYA5,2025-12-29T18:39:51.000+0000,005OH00000BFPZHYA5,2025-12-29T18:39:51.000+0000,(647)401-5800,(647) 401-5800,info@ajithsabalifeinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTpcAYAS,False,,24792879,0035o0000069AHHAA2,0015o000006haIgAAI,,,,,,,012OH000000ijW5YAI,Closed,,Email,,merge issue,Medium,"***DDS Dec.29/2025***
Merge request completed for user for policies S0002742T/ F010650799/F01065044 belonging to KAREN ROSE LITINSKY.

CL - Policy - S0002742T - Client ID - 0502815394 - CIIP3 - Moved middle name from first name field to middle name field 

LL - Policy - F010650799/F010650440 - Client ID - 6116648034 - PMUTF

Workspace URL: 001OH00000iBTNQYA4 / 001OH00000Sy39SYAR

REF KB: KB0020913

*****Email*****

Hello Lianne,

Thank you for reaching out to the Workspace Support Team regarding the merge issue.
 
We've made an amendment to the client Karen Rose Litinsky, under the Advisor Amy Pilloud and you should see the merge prompt within 2 - 4 business days. Please check both contact files for the merge prompt. If the issue persists, please reach out to let us know!

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T18:25:15.000+0000,False,False,005OH00000BFQFBYA5,2025-12-29T18:25:15.000+0000,005OH00000BFQFBYA5,2025-12-29T18:40:42.000+0000,005OH00000BFQFBYA5,2025-12-29T18:40:42.000+0000,(204)489-5534,(204) 232-5018,amy.pilloud@fromfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTptrYAC,False,,24790104,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T17:45:56.000+0000,False,False,005OH000004pk06YAA,2025-12-29T17:45:56.000+0000,005OH000004pk06YAA,2025-12-29T17:45:57.000+0000,005OH000004pk06YAA,2025-12-29T17:45:57.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTr1HYAS,False,,24797852,003OH00000M983LYAR,001OH00000Quwr1YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Sign in,Medium,"User is having issues with signing into Workspace. Not sure which email she used to register. 
KB0015372- User was not getting the email link to reset password when check selected 'Forget password'  

Code: P1459 
Email: trish.pfsl@gmail.com 
Email: TRISH.VANSICKLE@PRIMERICA.COM

*********************************************************************
Good afternoon, Patricia

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding sign in!
 
I'm glad I was able to assist you with resetting your password so you can successfully sign into your Workspace account.  
 
If you have any questions or need further assistance, we’re here to help.
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T19:41:36.000+0000,False,False,005OH00000BG5v4YAD,2025-12-29T19:39:37.000+0000,005OH00000BG5v4YAD,2025-12-29T19:51:01.000+0000,005OH00000BG5v4YAD,2025-12-29T19:51:01.000+0000,(519)732-6133,,trish.vansickle@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTrXWYA0,False,,24793511,003OH00000MwuYJYAZ,001OH00000RqObYYAV,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Registration,Medium,"***DDS(Dec 30)
Issue was sent to L2. Could see their account was locked in Salesforce
Called user, secured the account and unlocked it. Sent her a password reset link, looks like HubFinancial is blocking our self recovery emails to come in, advised them to whitelist no-reply@CanadaLife.com. Could now access Workspace without issue. 

***DDS*** 12/30/25
Name: Nancy Natale
Phone:
Agent code: FSIBG, 38569
Reference: KB0017316, KB0020560
Advisor name: HUB FINANCIAL INC

Hello Nancy,

As discussed on our call, we secured your account and unlocked it. We were then able to send you a password reset link and you were able to update it and access your account without issue after installing the authenticator. 

As mentioned on our call, you are experiencing delays and also not receiving the automated password resets to your email account. To resolve this, you would need to inform your email admin team to whitelist the email account no-reply@CanadaLife.com. This should solve any delays in receiving these emails or not receiving them at all. 

Please let us know if you have any other questions or issues regarding Workspace and we will gladly assist.  

If you have a moment, we would greatly appreciate if you could please take a few seconds and fill out our survey. It is very short and provides us much needed feedback for the platform.
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.
Jonathan V
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
   

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



Hi Nancy,

Thank you for contacting Workspace Support today regarding

To recap our call for today:
We registered for MGA Workspace
We reset your password and tried to log into Workspaces. Nio go keeps going back to Error: ERR-W1281
The self serve “Forgot passowrd do not seem to work the client does not get the reset password email.
If I reset the password from Workspace then the client gets the reset password link.  
We reset the password, but when trying to log into workspace, once again  we get Error: ERR-W1281
Tried resetting the password several times now when we reset the password and get the reset password link it brings us to the Workspace Login screen, it does not bring us to the create a new password page as before.
We tried both MS Edge and Google Chrome.
Escalating the isse to L2 for investigation.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   



***DDS*** 12/29/25
Name: Nancy Natale
Phone: 
Agent code: FSIBG, 38569 
Reference: KB0017316
Advisor name: HUB FINANCIAL INC

Hello Nancy,

Thank you for contacting the Workspace support group, we would be happy to assist you regarding Workspace registration.
 
To help you with this, we need to connect with you over the phone.  
 
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  
 
Our team is available between the hours of 8am to 8pm EST, M-F
 
I will also provide this step by step job aid if you would like instructions for Workspace registration.
 
Registering for Workspace
 
To register on Workspace, you will need the following before you start:
•	Your MGA User ID
•	Your MGA User ID Password
 
I forgot my User ID Password. How can I reset it? 
To reset the password for your User ID, use this link https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do to reset it. When resetting your password, enter your User ID with @clext at the end. For example, if my User ID is Newuser1, I would input Newuser1@clext
 
 
Once you have on hands your User ID and User ID password, please follow the procedure below. 
 
You can self-register for Workspace using this link:
https://workspace.canadalife.com/s/login/SelfRegister?language=en_US  (Enter your user ID and password and hit verify, if you forgot your user id or password you can click on “Forgot your user id” or “Forgot your password” after you hit the verify button).
 
1.	Enter your User ID and Password: 
   
 
 
 
 
1.	Advisors will be prompted to enter a Comp code.   (If needed).
If you do not know your Comp code, please contact Distribution Methodology: Distribution_Methodology@canadalife.com  to have your welcome letter resent. 
 
 
 
 
 
 
 
Enter First and Last name (Must use the same first and last name when you registered your User id/RepNet ID)
This can be modified once logged into Workspace, but not through registration process. 
 
 
 
 
 
 
1.	Click on Next to navigate to the next page 
•	Read and accept the Terms of use
 
 
 
 
 
 
 
1.	A verification email will be sent to your email address that was entered in the previous step.
 
 
 
 
 
 
 
1.	Verify the email by clicking Verify Now 
•	Your account will be activated once the email is verified
 
 
 
 
 
 
You can now log into Workspace  https://workspace.canadalife.com/


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 29, 2025 1:00 PM
To: Natale, Nancy <nancy.natale@hubfinancial.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie

Hi Nancy.

You created user ID NANCYN on December 17, 2025.  I am including @CL Workspace Support in this email to assist you with registering on Workspace.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Natale, Nancy <nancy.natale@hubfinancial.com> 
Sent: December 29, 2025 12:37 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie

Hi Tina, I am having an issue logging in, and I believe this may have something to do with the Translation feature on the emails. My last name is NATALE not Christmas. I tried to set myself up, and I have received an email stating that I am
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd

Hi Tina,

I am having an issue logging in, and I believe this may have something to do with the Translation feature on the emails. 
My last name is NATALE  not Christmas. 
I tried to set myself up, and I have received an email stating that I am set up however, when I log in with those credentials, I do not get access. I have tried the forgot password feature however, when I type my email in to receive the password reset, I do not receive an email. 
Could you please assist or should I contact your helpdesk? 

Thank you and best regards 

 
 
Risk & Insurance | Employee Benefits | Retirement & Private Wealth
Ready for tomorrow.
 
Nancy Natale she/her/hers
Sales Support Specialist
 
HUB Financial Inc.
3700 Steeles Avenue West, 10th Floor
Woodbridge, ON L4L 8M9
 
Office: 905-264-4599
Email: nancy.natale@hubfinancial.com
 
hubinternational.com
 
       
 

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 17, 2025 8:45 AM
To: Natale, Nancy <nancy.natale@hubfinancial.com>
Subject: [EXTERNAL] RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie

Hi Nancy.

Please enter HUBSTAFF as the advisor code.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Natale, Nancy <nancy.natale@hubfinancial.com> 
Sent: December 16, 2025 10:12 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie

Hi Tina, Could you please assist, I would require MGA access for Hub Financial. Thank you and best regards, Nancy Natale Risk & Insurance | Employee Benefits | Retirement & Private Wealth Ready for tomorrow. Nancy Natale she/her/hers

Hi Tina, 

Could you please assist, I would require MGA access for Hub Financial.  


Thank you and best regards,

Nancy Natale

 
 
Risk & Insurance | Employee Benefits | Retirement & Private Wealth
Ready for tomorrow.
 
Nancy Natale she/her/hers
Sales Support Specialist
 
HUB Financial Inc.
3700 Steeles Avenue West, 10th Floor
Woodbridge, ON L4L 8M9
 
Office: 905-264-4599
Email: nancy.natale@hubfinancial.com
 
hubinternational.com
 
       
 

From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 16, 2025 9:30 AM
To: Natale, Nancy <nancy.natale@hubfinancial.com>
Subject: [EXTERNAL] Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie

 
Bienvenue à l’Espace affaires de la Canada Vie
Les renseignements contenus dans le présent message ne concernent que vous. Pour des raisons de sécurité, veuillez ne pas transmettre cette information à d’autres personnes.
Bienvenue à l’Espace affaires de la Canada Vie, une plateforme numérique qui vous permet de voir vos affaires de la Canada Vie, de modifier les renseignements sur les clients, de trouver les formulaires dont vous avez besoin et d’accéder à d’autres ressources et outils.
Lors de l’inscription, veuillez suivre ces étapes :
•	Le processus d’inscription comprend deux étapes obligatoires : la création du nom d’utilisateur, puis l’inscription à l’Espace affaires.
•	Ce n'est pas permis de partager un nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep).
•	Une fois que vous obtenez un nom d’utilisateur, attendez 2 jours ouvrables pour vous inscrire à l’Espace affaires.
Vos informations d'enregistrement
Nom:	Nancy Natale
Code de conseiller*:	À être fourni par le conseiller auquel vous êtes rattaché.
Code d’activation:	1-1F2VU0J
* Code de conseiller, aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie
ÉTAPE 1 : Inscrivez-vous pour obtenir un nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep) 
•	Cliquez ici pour commencer et suivez les directives pour vous inscrire.
•	Rappel : attendez 2 jours ouvrables après avoir reçu votre nom d’utilisateur avant de passer à l’ÉTAPE 2.
ÉTAPE 2: Inscrivez-vous à l’Espace affaires 
•	Cliquez ici pour vous inscrire.
•	L’Espace affaires fonctionne avec un outil d’authentification multifacteur pour protéger vos données et celles de vos clients. Nous vous recommandons d’utiliser l’application gratuite Salesforce Authenticator.
o	Les utilisateurs d’un iPhone peuvent obtenir l’application à partir de l'App Store.
o	Les utilisateurs d’un appareil Android peuvent obtenir l’application à partir de Google Play.
•	Le  page de ressources sur l’Espace affaires est votre guichet unique pour accéder aux ressources dont vous avez besoin et apprendre comment utiliser l’Espace affaires
Merci,




Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589",True,2025-12-29T18:33:40.000+0000,False,False,005OH00000BGeeHYAT,2025-12-29T18:33:40.000+0000,005OH00000BGeeHYAT,2025-12-30T20:47:55.000+0000,005OH000001yNnZYAU,2025-12-30T20:47:55.000+0000,(800)561-2405,,inforce.on@hubfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTrndYAC,False,,24793019,0030A0000029VdOQAU,0010A000002vvVrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T18:27:00.000+0000,False,False,005OH00000BfjndYAB,2025-12-29T18:27:00.000+0000,005OH00000BfjndYAB,2025-12-29T18:27:00.000+0000,005OH00000BfjndYAB,2025-12-29T18:27:00.000+0000,(604)535-3367,(604) 787-3359,rick@crsfinancial.ca,(604)535-3302,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTsBsYAK,False,,24793230,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue report,Medium,"*** DDS Jan 27th, 2026 ***
Name discrepancy so changed account 1421468494 on CIS to have ""Luc"" as middle name.
================
Good morning Lucie,

Thank you for reaching out to us to verify the merging of Maxime’s accounts.

There was a name discrepancy between the accounts. The information has now been updated to match both accounts, and the prompt to merge them should appear on Workspace in the next 2-3 business days. I apologize for the delay.
 
If you have other questions or if the issue persists, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today with this merge request. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  

================
*** DDS Dec 29th, 2025 ***
User wants to merge two accounts but DOB mismatch. Following KB0016002, I redirected him to send an email to correct the info.
===============
Good afternoon Luc,

Thank you for reaching out to Workspace Support concerning this Date of Birth mismatch on one of two duplicated accounts.

To correct this information, you can email advisordirectscan@canadalife.com and request account with policy 310076993 to change the date of birth to the correct one: April 13th, 2003. Then, in the following 5 business days, the option to merge the two accounts should appear.

If you do not get a response from them or if the option to merge the accounts or a corrected date of birth does not appear, you can reach back out to us and we will investigate further.

I’m glad I was able to assist you today with this merge issue. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Martin G
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-29T18:29:40.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-29T18:29:40.000+0000,005OH00000AbJ7aYAF,2026-01-27T15:06:07.000+0000,005OH00000AbJ7aYAF,2026-01-27T15:06:07.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTsF1YAK,False,,24790469,0030A0000029a7dQAA,0010A000002vzKuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T17:51:15.000+0000,False,False,00516000007Qeg2AAC,2025-12-29T17:51:15.000+0000,00516000007Qeg2AAC,2025-12-29T17:51:16.000+0000,00516000007Qeg2AAC,2025-12-29T17:51:16.000+0000,(416)728-9366,(416) 728-9366,fortunelifeclub@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTsYTYA0,False,,24795879,0030A0000029dJKQAY,0010A000002w1sAQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Log in,Medium,"User having issues with signing into Workspace
KB0022821 - Helped user set up MFA

Code: 86032
Email: cori.timmons@nbifirm.com 

***********************************************************************************
Good afternoon, Cori 
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding sign in!
 
I'm glad I was able to assist you with signing into your Workspace account. During Workspace login it will now request a confirmation through the Microsoft Authenticator on your mobile device. 

If you have any questions or need further assistance, we’re here to help. 
  
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T19:18:03.000+0000,False,False,005OH00000BG5v4YAD,2025-12-29T19:09:14.000+0000,005OH00000BG5v4YAD,2025-12-29T19:18:03.000+0000,005OH00000BG5v4YAD,2025-12-29T19:18:03.000+0000,(403)262-8939,,cori@timmonsestate.com,(403)265-8991,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTtj2YAC,False,,24796510,0030A0000029Y15QAE,0010A000002vxWnQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect-,Medium,"*********DDS********* 12/29/2025
User called to request MFA to be disconnected as they got a new phone.
DDS authenticated and assisted user disconnect and reconnect MFA.

ref: KB0021888

*****************EMAIL CHAIN***************

Hello Jeffery, 

  Thank you for reaching out to Canada life Workspace support. It was a pleasure assisting you disconnect and reconnect your MFA to ensure account security. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T19:29:15.000+0000,False,False,005OH00000BFQFHYA5,2025-12-29T19:19:00.000+0000,005OH00000BFQFHYA5,2025-12-29T19:29:15.000+0000,005OH00000BFQFHYA5,2025-12-29T19:29:15.000+0000,(902)439-2776,,jeff@mninvestments.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTu49YAC,False,,24798525,0030A0000029jmLQAQ,0010A000002w7EJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Support staff is having issues confirming user Id
**********************
Hi   Tammy   , thank you for contacting the workspace support today.

To recap our call, you were having some issues with registering for your User ID. I was able to guide you where you can recover the User ID.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T20:04:40.000+0000,False,False,005OH00000BFQFCYA5,2025-12-29T19:49:47.000+0000,005OH00000BFQFCYA5,2025-12-29T20:04:40.000+0000,005OH00000BFQFCYA5,2025-12-29T20:04:41.000+0000,(403)257-9030,,reception@bircherfinancial.com,(403)257-9091,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTwddYAC,False,,24797304,003OH00000M9C3rYAF,001OH00000QuwFkYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace login isue,Medium,"JACQUELINE YVONNE JONES
Advisor is stuck on verification code screen, they are advised to check for authenticator app. If they can't find it, they can contact us.



Hello Jacquie,

Thank you for contacting workspace support team. I am so happy to assist with your inquiry today.

As you mentioned, you are stuck on verification code screen, please check if they are asking for verification code from authenticator app. If yes, you should have authenticator installed in your phone. It can be salesforce authenticator, google authenticator, Microsoft authenticator etc. If you can’t find it, please give us a call at 1-800-475-7001, we will be happy to assist. 

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: JACQUELINE YVONNE JONES <JJONES.EVR7W@PRIMERICA.COM> 
Sent: December 29, 2025 1:33 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Verification Code

To whom it may concern, I am attempting to login to my account, however it is asking for a verification code that I have not received. I would appreciate any help you can give in this matter. Have a wonderful day! Thank you, Jacquie Jones You
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
To whom it may concern,
I am attempting to login to my account, however it is asking for a verification code that I have not received. I would appreciate any help you can give in this matter. Have a wonderful day!


Thank you,
Jacquie Jones

You are receiving this message from Jacquie Jones on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively “Primerica”), branch office located at 2309 90B Street SW, Edmonton, AB T6X 1V8. I can be reached at 780-450-2525 or 780-515-0944.
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-29T19:31:30.000+0000,False,False,005OH00000BFiyTYAT,2025-12-29T19:31:30.000+0000,005OH00000BFiyTYAT,2025-12-29T19:34:27.000+0000,005OH00000BFiyTYAT,2025-12-29T19:34:27.000+0000,(780)515-0944,,jjones.evr7w@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTwlhYAC,False,,24793543,0030A0000029VfCQAU,0010A000002vvXfQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T18:34:02.000+0000,False,False,005OH00000BfjndYAB,2025-12-29T18:34:02.000+0000,005OH00000BfjndYAB,2025-12-29T18:34:03.000+0000,005OH00000BfjndYAB,2025-12-29T18:34:03.000+0000,(604)375-1385,,rickycy@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTxxwYAC,False,,24794536,0035o000007clYTAAY,0015o000008JRC5AAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Cannot Access WS Account,Medium,"•	Reason for call: Cannot access WS account
Authentication: Yes/No, which rotation: Yes/ DEC
•	Troubleshooting steps completed: Reset password link sent via WS
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
==================================
Hello Jing, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access your Workspace account. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T18:54:36.000+0000,False,False,005OH00000BFQFGYA5,2025-12-29T18:49:04.000+0000,005OH00000BFQFGYA5,2025-12-29T18:56:16.000+0000,005OH00000BFQFGYA5,2025-12-29T18:56:16.000+0000,(647)865-2198,,jennyfu.8888@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iTzDJYA0,False,,24794235,0030A0000029f1JQAQ,0010A000002w3FOQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Registration issue,Medium,"****DDS****12/29/25 

User is unable to register due to email address change  - was advised by DM to contact WS support
As per the new process for authentication, user was advised to call us to assist with their MGA registration and email address update
 
============================================================================================= 
 
****Email Chain****

Bonjour Nancy,

Merci d'avoir contacté l'équipe de Soutien Technique d'Espace Affaires concernant le changement d’adresse courriel et votre accès à l’Espace Affaires.

 Pour faire ce changement, nous devons communiquer avec vous directement par téléphone. Veuillez nous appeler au moment qui vous convient, au 1-888-999-4516. Un membre de l’équipe Espace Affaires se fera un plaisir de vous assister. Notre équipe est disponible du lundi au vendredi, de 8 h à 20 h (HE).


Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   

Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien


Merci,

Lawrencia E.
Spécialiste en Soutien de la Distribution Numérique 
Distribution Digital Support (DDS)    
Canada Operations
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com   
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 29, 2025 10:25 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Nancy Levesque <nlevesque@sfgt.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: IMPORTANT URGENT Nouvel accès

@CL Workspace Support  - can you assist Nancy Levesque with registering for Workspace.

Nancy’s user ID is COMMISSIONSSFGT

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Nancy Levesque <nlevesque@sfgt.ca> 
Sent: December 22, 2025 8:21 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: IMPORTANT URGENT Nouvel accès

Bonjour , Je ne me connecte pas a Workspace car je n’ai pas d’accès . N’hésitez pas à me contacter pour plus d’informations , Merci et je vous souhaite une magnifique journée ! Nancy Levesque Technicienne comptable Pour la période des Fêtes
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour ,

Je ne me connecte pas a Workspace car je n’ai pas d’accès .

N’hésitez pas à me contacter pour plus d’informations ,
Merci et je vous souhaite une magnifique journée ! 

Nancy Levesque 
Technicienne comptable   
Pour la période des Fêtes , nos bureaux de Québec et Coaticook seront ouverts pour vous servir les 22,23,29 et 30 décembre 2025 . 
Nous serons de retour en force lundi le 5 Janvier 2026 pour débuter la nouvelle année .
Je vous souhaite de très Joyeuses Fêtes !
 
*** Prendre note que je suis en télétravail et mon horaire de travail est du lundi au jeudi ***
 Cliquez ici pour consulter l’hyperlien SFGT 

                 
 
Tél. : 418 780 1347 ou 1 866 780 1347 | poste 240
Téléc. : 418 780 1355
Courriel: nlevesque@sfgt.ca
sfgt.ca  | 200-917, Mgr Grandin | Québec | QC | G1V 3X8

Cet envoi ne s'adresse qu'à la personne ou à la compagnie à laquelle il est destiné. Il peut contenir des renseignements privilégiés, confidentiels et ne devant pas être divulgués. Si vous n'êtes pas le destinataire prévu, ou la personne responsable de la livraison des documents au destinataire prévu, nous vous avisons que toute dissémination, distribution ou copie de cet envoi est strictement interdite. Si vous receviez cet envoi par erreur, veuillez en aviser l'expéditeur par téléphone immédiatement et détruire le document en conséquence. Pour consulter notre politique de protection de la vie privée, cliquez sur ce lien. 


De : Distribution Methodology <Distribution_Methodology@canadalife.com> 
Envoyé : 19 décembre 2025 11:48
À : Nancy Levesque <nlevesque@sfgt.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Objet : RE: IMPORTANT URGENT Nouvel accès

Quelle adresse e-mail utilisez-vous pour vous connecter à Workspace ?



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Nancy Levesque <nlevesque@sfgt.ca> 
Sent: December 19, 2025 9:19 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: IMPORTANT URGENT Nouvel accès

Oui , mais moi j’en veut une au nom de Nancy Lévesque nlevesque@ sfgt. ca pourquoi c’est si compliqué ? on a besoin d’un 2 eme accès . N’hésitez pas à me contacter pour plus d’informations , Merci et je vous souhaite une magnifique journée ! Nancy

Oui , mais moi j’en veut une au nom de Nancy Lévesque nlevesque@sfgt.ca pourquoi c’est si compliqué ? on a besoin d’un 2 eme accès . 

N’hésitez pas à me contacter pour plus d’informations ,
Merci et je vous souhaite une magnifique journée ! 

Nancy Levesque 
Technicienne comptable   
Pour la période des Fêtes , nos bureaux de Québec et Coaticook seront ouverts pour vous servir les 22,23,29 et 30 décembre 2025 . 
Nous serons de retour en force lundi le 5 Janvier 2026 pour débuter la nouvelle année .
Je vous souhaite de très Joyeuses Fêtes !
 
*** Prendre note que je suis en télétravail et mon horaire de travail est du lundi au jeudi ***
 Cliquez ici pour consulter l’hyperlien SFGT 

                 
 
Tél. : 418 780 1347 ou 1 866 780 1347 | poste 240
Téléc. : 418 780 1355
Courriel: nlevesque@sfgt.ca
sfgt.ca  | 200-917, Mgr Grandin | Québec | QC | G1V 3X8

Cet envoi ne s'adresse qu'à la personne ou à la compagnie à laquelle il est destiné. Il peut contenir des renseignements privilégiés, confidentiels et ne devant pas être divulgués. Si vous n'êtes pas le destinataire prévu, ou la personne responsable de la livraison des documents au destinataire prévu, nous vous avisons que toute dissémination, distribution ou copie de cet envoi est strictement interdite. Si vous receviez cet envoi par erreur, veuillez en aviser l'expéditeur par téléphone immédiatement et détruire le document en conséquence. Pour consulter notre politique de protection de la vie privée, cliquez sur ce lien. 


De : Distribution Methodology <Distribution_Methodology@canadalife.com> 
Envoyé : 19 décembre 2025 09:17
À : Nancy Levesque <nlevesque@sfgt.ca>
Cc : Distribution Methodology <Distribution_Methodology@canadalife.com>
Objet : RE: IMPORTANT URGENT Nouvel accès

Comme indiqué, vous avez créé COMMISSIONSFGT en avril 2025.

L'adresse courriel de Julie-Andrey Gaudreau (commissions@sfgt.ca) figure sur son profil. Julie-Andrey possède un identifiant utilisateur différent de celui de COMMISSIONSFGT.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Nancy Levesque <nlevesque@sfgt.ca> 
Sent: December 19, 2025 8:31 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: IMPORTANT URGENT Nouvel accès

Bonjour , Le compte COMMISSIONSSFGT est associé au courriel commissions@ sfgt. ca je crois bien , il s’agit du courriel de ma collègue . J’ai besoin d’un autre accès pouvez vous m’aider avec nlevesque@ sfgt. ca ? N’hésitez pas à me contacter pour

Bonjour ,

Le compte COMMISSIONSSFGT est associé au courriel commissions@sfgt.ca je crois bien , il s’agit du courriel de ma collègue . J’ai besoin d’un autre accès pouvez vous m’aider avec nlevesque@sfgt.ca  ?

N’hésitez pas à me contacter pour plus d’informations ,
Merci et je vous souhaite une magnifique journée ! 

Nancy Levesque 
Technicienne comptable   
Pour la période des Fêtes , nos bureaux de Québec et Coaticook seront ouverts pour vous servir les 22,23,29 et 30 décembre 2025 . 
Nous serons de retour en force lundi le 5 Janvier 2026 pour débuter la nouvelle année .
Je vous souhaite de très Joyeuses Fêtes !
 
*** Prendre note que je suis en télétravail et mon horaire de travail est du lundi au jeudi ***
 Cliquez ici pour consulter l’hyperlien SFGT 

                 
 
Tél. : 418 780 1347 ou 1 866 780 1347 | poste 240
Téléc. : 418 780 1355
Courriel: nlevesque@sfgt.ca
sfgt.ca  | 200-917, Mgr Grandin | Québec | QC | G1V 3X8

Cet envoi ne s'adresse qu'à la personne ou à la compagnie à laquelle il est destiné. Il peut contenir des renseignements privilégiés, confidentiels et ne devant pas être divulgués. Si vous n'êtes pas le destinataire prévu, ou la personne responsable de la livraison des documents au destinataire prévu, nous vous avisons que toute dissémination, distribution ou copie de cet envoi est strictement interdite. Si vous receviez cet envoi par erreur, veuillez en aviser l'expéditeur par téléphone immédiatement et détruire le document en conséquence. Pour consulter notre politique de protection de la vie privée, cliquez sur ce lien. 


De : Distribution Methodology <Distribution_Methodology@canadalife.com> 
Envoyé : 18 décembre 2025 17:39
À : Nancy Levesque <nlevesque@sfgt.ca>
Cc : Distribution Methodology <Distribution_Methodology@canadalife.com>
Objet : RE: IMPORTANT URGENT Nouvel accès

Ce que je veux dire, c'est que lors de votre première inscription à Workspace, vous avez saisi COMMISSIONSSFGT comme identifiant utilisateur. Quelle adresse e-mail avez-vous utilisée pour créer votre compte Workspace ?



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Nancy Levesque <nlevesque@sfgt.ca> 
Sent: December 17, 2025 8:45 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] IMPORTANT URGENT Nouvel accès

Bonjour , Donc , vous avez un identifiant existant pour nlevesque@ sfgt. ca et un autre pour commissions@ sfgt. ca ? c’est bien ca ? car nous en ce moment nous avons accès uniquement a l’identifiant COMMISSIONSSFGT nous en voulons un 2 eme accès


Bonjour ,

Donc , vous avez un identifiant existant pour nlevesque@sfgt.ca et un autre pour commissions@sfgt.ca ? c’est bien ca ? car nous en ce moment nous avons accès uniquement a l’identifiant COMMISSIONSSFGT nous en voulons un 2 eme accès car une seule personne peut utiliser l’accès COMMISSIONSSFGT et nous voulons qu’une deuxième personne puisse avoir un autre accès mais ce que je comprends vous me dites que le courriel nlevesque@sfgt.ca et commissions@sfgt.ca sont utilisés . Ils nous manque alors un accès ? ou les 2 courriels sont liés a COMMISSIONSSFGT ?.  
N’hésitez pas à me contacter pour plus d’informations ,
Merci et je vous souhaite une magnifique journée ! 

Nancy Levesque 
Technicienne comptable   
Pour la période des Fêtes , nos bureaux de Québec et Coaticook seront ouverts pour vous servir les 22,23,29 et 30 décembre 2025 . 
Nous serons de retour en force lundi le 5 Janvier 2026 pour débuter la nouvelle année .
Je vous souhaite de très Joyeuses Fêtes !
 
*** Prendre note que je suis en télétravail et mon horaire de travail est du lundi au jeudi ***
 Cliquez ici pour consulter l’hyperlien SFGT 

                 
 
Tél. : 418 780 1347 ou 1 866 780 1347 | poste 240
Téléc. : 418 780 1355
Courriel: nlevesque@sfgt.ca
sfgt.ca  | 200-917, Mgr Grandin | Québec | QC | G1V 3X8

Cet envoi ne s'adresse qu'à la personne ou à la compagnie à laquelle il est destiné. Il peut contenir des renseignements privilégiés, confidentiels et ne devant pas être divulgués. Si vous n'êtes pas le destinataire prévu, ou la personne responsable de la livraison des documents au destinataire prévu, nous vous avisons que toute dissémination, distribution ou copie de cet envoi est strictement interdite. Si vous receviez cet envoi par erreur, veuillez en aviser l'expéditeur par téléphone immédiatement et détruire le document en conséquence. Pour consulter notre politique de protection de la vie privée, cliquez sur ce lien. 


De : Distribution Methodology <Distribution_Methodology@canadalife.com> 
Envoyé : 16 décembre 2025 16:54
À : Nancy Levesque <nlevesque@sfgt.ca>
Cc : Distribution Methodology <Distribution_Methodology@canadalife.com>
Objet : RE: Nouvel accès

Vous n'avez pas besoin de code d'activation car vous avez déjà créé votre identifiant en avril 2025. Chaque utilisateur doit posséder son propre identifiant. Nous ne pouvons pas modifier l'adresse e-mail que vous avez fournie lors de la création de votre identifiant.


Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Nancy Levesque <nlevesque@sfgt.ca> 
Sent: December 12, 2025 8:30 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: Nouvel accès

Bonjour , Comme mentionné nous ne voulons pas modifier l’accès commissionssfgt nous voulons un nouvel accès pour le courriel nlevesque@ sfgt. ca . Je suis les étapes pour m’inscrire mais un code d’activation est demandé et je ne l’ai pas . Pouvez

Bonjour ,

Comme mentionné nous ne voulons pas modifier l’accès commissionssfgt nous voulons un nouvel accès pour le courriel nlevesque@sfgt.ca . Je suis les étapes pour m’inscrire mais un code d’activation est demandé et je ne l’ai pas . Pouvez vous m’en fournir un ? 

N’hésitez pas à me contacter pour plus d’informations ,
Merci et je vous souhaite une magnifique journée ! 
 
Nancy Levesque 
Technicienne comptable   
Pour la période des Fêtes , nos bureaux de Québec et Coaticook seront ouverts pour vous servir les 22,23,29 et 30 décembre 2025 . 
Nous serons de retour en force lundi le 5 Janvier 2026 pour débuter la nouvelle année .
Je vous souhaite de très Joyeuses Fêtes !
 
*** Prendre note que je suis en télétravail et mon horaire de travail est du lundi au jeudi ***
  Cliquez ici pour consulter l’hyperlien SFGT 
 
                 
 
Tél. : 418 780 1347 ou 1 866 780 1347 | poste 240
Téléc. : 418 780 1355
Courriel: nlevesque@sfgt.ca
sfgt.ca  | 200-917, Mgr Grandin | Québec | QC | G1V 3X8
 
Cet envoi ne s'adresse qu'à la personne ou à la compagnie à laquelle il est destiné. Il peut contenir des renseignements privilégiés, confidentiels et ne devant pas être divulgués. Si vous n'êtes pas le destinataire prévu, ou la personne responsable de la livraison des documents au destinataire prévu, nous vous avisons que toute dissémination, distribution ou copie de cet envoi est strictement interdite. Si vous receviez cet envoi par erreur, veuillez en aviser l'expéditeur par téléphone immédiatement et détruire le document en conséquence. Pour consulter notre politique de protection de la vie privée, cliquez sur ce lien. 
 
 
De : Distribution Methodology <Distribution_Methodology@canadalife.com> 
Envoyé : 11 décembre 2025 17:11
À : Nancy Levesque <nlevesque@sfgt.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Objet : RE: Nouvel accès

Comme mentionné, votre identifiant utilisateur est COMMISSIONSSFGT et est associé à l'adresse courriel commissions@sfgt.ca.

Lors de la création de votre identifiant utilisateur en avril 2025, vous avez saisi cette adresse courriel. Nous ne pouvons pas modifier les informations que vous avez fournies.

Vous devrez appeler notre assistance technique au 1-800-475-7001 pour mettre à jour l'adresse courriel associée à votre identifiant utilisateur. Il s'agit du seul moyen de modifier l'adresse courriel associée à votre identifiant utilisateur. Notre équipe d'assistance technique pourra vous aider à effectuer cette mise à jour.

Votre adresse courriel est correcte dans notre système : nlevesque@sfgt.ca

Vous pouvez ensuite procéder à votre inscription à l'Espace de travail.

Inscrivez-vous à l’Espace affaires 
•	Cliquez ici pour vous inscrire.
•	L’Espace affaires fonctionne avec un outil d’authentification multifacteur pour protéger vos données et celles de vos clients. Nous vous recommandons d’utiliser l’application gratuite Salesforce Authenticator.
o	Les utilisateurs d’un iPhone peuvent obtenir l’application à partir de l'App Store.
o	Les utilisateurs d’un appareil Android peuvent obtenir l’application à partir de Google Play.
o	Le  page de ressources sur l’Espace affaires est votre guichet unique pour accéder aux ressources dont vous avez besoin et apprendre comment utiliser l’Espace affaires




Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Nancy Levesque <nlevesque@sfgt.ca> 
Sent: December 8, 2025 8:28 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] RE: Nouvel accès

Bonjour , J’aimerais un accès avec le courriel nlevesque@ sfgt. ca . L’accès commissions@ sfgt. ca est utilisé par ma collègue aux commissions et comme il y a un facteur d’identification 2FA je ne peux y accéder si je dois la remplacer alors j’ai

Bonjour ,

J’aimerais un accès avec le courriel nlevesque@sfgt.ca . L’accès commissions@sfgt.ca est utilisé par ma collègue aux commissions et comme il y a un facteur d’identification  2FA je ne peux y accéder si je dois la remplacer alors j’ai besoin de ma propre accès avec ce courriel svp nlevesque@sfgt.ca


N’hésitez pas à me contacter pour plus d’informations ,
Merci et je vous souhaite une magnifique journée ! 

Nancy Levesque 
Technicienne comptable   

*** Prendre note que je suis en télétravail et mon horaire de travail est du lundi au jeudi ***
 Cliquez ici pour consulter l’hyperlien SFGT 

                 
 
Tél. : 418 780 1347 ou 1 866 780 1347 | poste 240
Téléc. : 418 780 1355
Courriel: nlevesque@sfgt.ca
sfgt.ca  | 200-917, Mgr Grandin | Québec | QC | G1V 3X8

Cet envoi ne s'adresse qu'à la personne ou à la compagnie à laquelle il est destiné. Il peut contenir des renseignements privilégiés, confidentiels et ne devant pas être divulgués. Si vous n'êtes pas le destinataire prévu, ou la personne responsable de la livraison des documents au destinataire prévu, nous vous avisons que toute dissémination, distribution ou copie de cet envoi est strictement interdite. Si vous receviez cet envoi par erreur, veuillez en aviser l'expéditeur par téléphone immédiatement et détruire le document en conséquence. Pour consulter notre politique de protection de la vie privée, cliquez sur ce lien. 


De : Distribution Methodology <Distribution_Methodology@canadalife.com> 
Envoyé : 5 décembre 2025 19:27
À : Nancy Levesque <nlevesque@sfgt.ca>; Distribution Methodology <Distribution_Methodology@canadalife.com>
Objet : RE: Nouvel accès

Vous avez déjà accès à ces codes. Votre identifiant est COMMISSIONSSFGT et est associé à l'adresse courriel commissions@sfgt.ca. Si vous avez oublié votre mot de passe, veuillez communiquer avec notre soutien technique au 800 475-7001.



Tina Garaffa
Contracts & Compensation Department
The Canada Life Assurance Company
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Nancy Levesque <nlevesque@sfgt.ca> 
Sent: December 1, 2025 2:50 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Nouvel accès

Bonjour , J’aurais besoin de ma propre accès pour l’espace affaires pour les commissions du code B2051 et B2052 ainsi que tous les conseillers disponible sous Groupe SFGT . Est-ce possible de m’en fournir un s. v. p ? N’hésitez


Bonjour ,

J’aurais besoin de ma propre accès pour l’espace affaires pour les commissions du code B2051 et B2052 ainsi que tous les conseillers disponible sous Groupe SFGT . Est-ce possible de m’en fournir un s.v.p ?
N’hésitez pas à me contacter pour plus d’informations ,
Merci et je vous souhaite une magnifique journée ! 

Nancy Levesque 
Technicienne comptable   
 
*** Prendre note que je suis en télétravail et mon horaire de travail est du lundi au jeudi ***
 Cliquez ici pour consulter l’hyperlien SFGT 

                 
 
Tél. : 418 780 1347 ou 1 866 780 1347 | poste 240
Téléc. : 418 780 1355
Courriel: nlevesque@sfgt.ca
sfgt.ca  | 200-917, Mgr Grandin | Québec | QC | G1V 3X8

Cet envoi ne s'adresse qu'à la personne ou à la compagnie à laquelle il est destiné. Il peut contenir des renseignements privilégiés, confidentiels et ne devant pas être divulgués. Si vous n'êtes pas le destinataire prévu, ou la personne responsable de la livraison des documents au destinataire prévu, nous vous avisons que toute dissémination, distribution ou copie de cet envoi est strictement interdite. Si vous receviez cet envoi par erreur, veuillez en aviser l'expéditeur par téléphone immédiatement et détruire le document en conséquence. Pour consulter notre politique de protection de la vie privée, cliquez sur ce lien.",True,2025-12-29T18:44:53.000+0000,False,False,005OH0000097FtCYAU,2025-12-29T18:44:53.000+0000,005OH0000097FtCYAU,2025-12-29T18:47:07.000+0000,005OH0000097FtCYAU,2025-12-29T18:47:07.000+0000,(819)849-9141,,gthibeault@sfgt.ca,(819)849-9143,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU0sVYAS,False,,24794602,0030A0000029Xe1QAE,0010A000002vxB1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T18:50:10.000+0000,False,False,005OH00000BfjndYAB,2025-12-29T18:50:10.000+0000,005OH00000BfjndYAB,2025-12-29T18:50:10.000+0000,005OH00000BfjndYAB,2025-12-29T18:50:10.000+0000,(604)531-0022,,af@fransenfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU129YAC,False,,24791726,0030A0000029lPsQAI,0010A000002w8aXQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor unable to sign into workspace.
***************
Hi Harry , thank you for contacting the workspace support today.

To recap our call, you could not sign into your workspace account. We were able to confirm harry.z.jian@gmail.com is your current email for your workspace account. To ensure your new email is updated with us please make an update in Apexa. 

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T18:15:38.000+0000,False,False,005OH00000BFQFCYA5,2025-12-29T18:09:24.000+0000,005OH00000BFQFCYA5,2025-12-29T18:18:55.000+0000,005OH00000BFQFCYA5,2025-12-29T18:18:55.000+0000,(437)452-2168,,harryjian@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU342YAC,False,,24795227,0030A0000029UoCQAU,0010A000002vurkQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Caller Unable to View Policy in NBN Dashboard,Medium,"***DDS SL Dec 29 2025***

Caller is unable to locate a policy in NBN dashboard 
Preferences are up to date 
Unknown why this would not be visible to the advisor 

Raised - INC1949235

===Email Chain===

Good afternoon Sean, 
Thank you for contacting the Workspace Support team. It was a pleasure to speak with you concerning the error you have been facing in the New Business Web Portal. 
We have escalated this issue to the Digital Lab team for deeper investigation and correction. 
When we receive an update from the team assisting us, we will reach out to you directly. 

We thank you for your patience as we investigate this matter. 
If you have additional questions or require further support, please do not hesitate to reach out to us.
Have a wonderful rest of your day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-05T14:33:59.000+0000,False,False,005OH000001yNnaYAE,2025-12-29T18:59:14.000+0000,005OH000001yNnaYAE,2026-01-05T14:33:59.000+0000,005OH000001yNnaYAE,2026-01-05T14:33:59.000+0000,(604)936-4325,,vsbarnett@outlook.com,(604)936-4375,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU4JNYA0,False,,24792475,0030A0000029hg0QAA,0010A000002w5WLQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace Registration,Medium,"***DDS*** 12/29/25
Name: Tharumiga Gunabalasingham 
Phone: 
Agent code: H9207
Reference: KB0017316
Advisor name: RICHARD CREMASCO

Hello Tharumiga,

Thank you for contacting the Workspace support group regarding MGA Workspace registration/logon 

It looks like you have successfully registered and loged into your MGA Workspace already.

Please confirm if you require any assistance from the Workspace support team.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 29, 2025 1:10 PM
To: Gunabalasingham, Tharumiga <tharumiga@cremasco.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: RE: Register for access to Canada Life Workspace - MGA

Hi Tharumiga.

You registered user ID THARUMIGA96 on December 16, 2025. I am including @CL Workspace Support in this email to assist you in registering for Workspace under the MGA channel.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Tharumiga Gunabalasingham <tharumiga@cremasco.com> 
Sent: December 22, 2025 3:50 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace - MGA

Good Afternoon, Could you please confirm the status of my registration? I registered for Workspace using the credentials provided and waited the two days, but I am still encountering an error and cannot sign in. Thank you for your assistance. 
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
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ZjQcmQRYFpfptBannerEnd
Good Afternoon,
Could you please confirm the status of my registration? I registered for Workspace using the credentials provided and waited the two days, but I am still encountering an error and cannot sign in.
Thank you for your assistance.
Kind regards,
Tharumiga
 
Tharumiga Gunabalasingham 
Financial Administrator 
Cremasco Financial Inc./Cremasco Partners Inc. 
585 Scottsdale Drive Guelph, ON N1G 3E7 
Ph: 519-836-1791 
tharumiga@cremasco.com",True,2025-12-29T18:20:09.000+0000,False,False,005OH00000BGeeHYAT,2025-12-29T18:20:09.000+0000,005OH00000BGeeHYAT,2025-12-29T18:23:00.000+0000,005OH00000BGeeHYAT,2025-12-29T18:23:00.000+0000,(519)836-1791,,richard@cremasco.com,(519)836-8099,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU4XuYAK,False,,24792550,0030A0000029VVpQAM,0010A000002vvP1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T18:21:02.000+0000,False,False,005OH00000BfjndYAB,2025-12-29T18:21:02.000+0000,005OH00000BfjndYAB,2025-12-29T18:21:02.000+0000,005OH00000BfjndYAB,2025-12-29T18:21:02.000+0000,(604)557-7497,,lfree@envisionfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU5ovYAC,False,,24792902,0030A000008qqHJQAY,0010A000009ljLoQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator reset,Medium,"*12/29*
----------------
Mary ann Reynolds 
36786
f4086

REYNOLDS 
im tring to get the SF authenticator app on my new device. 

disconnected the old device
walked through registering on the new device

*email*
----------------
Good afternoon Mary Ann, 

Thank you for contacting the Workspace Support Team with your inquiry.

You wanted to set up your authenticator app on your new device so you can stop using the old device to log into Workspace. We were able to disconnect the authenticator app for you; you were able to sign into Workspace and register the new app successfully. If you have questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T19:01:50.000+0000,False,False,005OH000008919xYAA,2025-12-29T18:25:30.000+0000,005OH000008919xYAA,2025-12-29T19:01:50.000+0000,005OH000008919xYAA,2025-12-29T19:01:50.000+0000,(613)354-2726,,maryann@lafc.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU60HYAS,False,,24795910,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T19:09:48.000+0000,False,False,005OH000004pk06YAA,2025-12-29T19:09:48.000+0000,005OH000004pk06YAA,2025-12-29T19:09:49.000+0000,005OH000004pk06YAA,2025-12-29T19:09:49.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU69uYAC,False,,24793152,0030A000006RfFzQAK,0010A000007Myk9QAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Misdirected caller,Medium,"Advisor wants to update email address for Financial horizon account, they are advised to email FH team.",True,2025-12-29T18:28:40.000+0000,False,False,005OH00000BFiyTYAT,2025-12-29T18:28:40.000+0000,005OH00000BFiyTYAT,2025-12-29T18:28:40.000+0000,005OH00000BFiyTYAT,2025-12-29T18:28:40.000+0000,(226)280-7343,(226) 280-7343,alucente@stewartfisher.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU7iiYAC,False,,24793788,0035o000007WVH1AAO,0015o000008CzyrAAC,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Nominee PAC & AWD Summary Report provided,Medium,"report provided 

**EMAIL**

Hi Sarah,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
VAF74ZFJPK

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good afternoon Sarah,

Please find the attached file of the requested PAC AWD Summary Report on Investment Centre (for nominee only). A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Michael T Smith
Code: 01382

Please email it to Sarah@Smith-Rogers.com

Hi,

Report Q503 PAC AWD Summary Report SMITH, MICHAEL T 9917-01382 is available now in the ad-hoc folder. 

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: December 22, 2025 9:57 AM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID342

Item ID342 has been added Chen, Carmen 12/22/2025 8: 56 AM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
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ZjQcmQRYFpfptBannerEnd

 Item ID342 has been added
		
 
Chen, Carmen
12/22/2025 8:56 AM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report 

Column Requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-01382 

Column and data filer requirements :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-01382 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/24/2025 

Requestor Name and Organization :	SARAH RICHTER, SMITH ROGERS FINANCIAL INC (WMSM) 

MI Specialist:	

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report 
a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917-01382 

Advisor Name:	MICHAEL T SMITH 

Dealer Code:	9917-01382 

Rep Code as it appears in Unitrax:	9917-01382 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
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|	View MI Intake Checklist",True,2025-12-29T18:37:45.000+0000,False,False,005OH0000071DK9YAM,2025-12-29T18:37:45.000+0000,005OH0000071DK9YAM,2025-12-29T18:37:46.000+0000,005OH0000071DK9YAM,2025-12-29T18:37:46.000+0000,(905)222-2444,,sarah@smith-rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,94.0
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500OH00000iU96CYAS,False,,24795587,003OH00000RwQNhYAN,001OH00000Xzbw1YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Email Update,Medium,"NAME: BAOYING SUN 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: F3436/F7479
PHONE: +1 647-205-6125 
EMAIL: prcsun018@gmail.com
 
ISSUE: 
User is looking to update their workspace log in email address
 
AUTHENTICATION (If Required):
KB0023058 - authenticated user as an adsl advisor
Passed authentication.

 
FINDINGS:
KB0023058  
I can update email address for user through sf
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and updated email address through SF
Advised user to update APEXA with new email
User was able to successfully sign into account
 
EMAIL:
 
--------------------------------------***DDS DEC/29/2025***--------------------------   
Hello Baoying,
Thank you for contacting Workspace Support about updating your Workspace sign in email.
On the call today, I was able to authenticate your information and update your email to prcsun018@gmail.com as requested. You confirmed that you were able to sign into your workspace account after you updated your email. In the future, please sign into your workspace account using this new email.
Additionally, please update your email address on APEXA to match your new sign in email to avoid any confusion in the future.
Let me know if you have any more questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-29T19:20:36.000+0000,False,False,005OH00000BGf2TYAT,2025-12-29T19:04:31.000+0000,005OH00000BGf2TYAT,2025-12-29T19:20:37.000+0000,005OH00000BGf2TYAT,2025-12-29T19:20:37.000+0000,(647)205-6125,,baoying.sun@sun11financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU9EFYA0,False,,24794100,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"Client looking for an IH quote in Newfoundland, not licensed, asked colleague to call back who is licensed.",True,2025-12-29T18:49:23.000+0000,False,False,005OH000007edoDYAQ,2025-12-29T18:42:52.000+0000,005OH000007edoDYAQ,2025-12-29T18:49:23.000+0000,005OH000007edoDYAQ,2025-12-29T18:49:23.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iU9EHYA0,False,,24795160,0030A0000029YzHQAU,0010A000002vyL0QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T18:58:14.000+0000,False,False,005OH00000BfjndYAB,2025-12-29T18:58:14.000+0000,005OH00000BfjndYAB,2025-12-29T18:58:14.000+0000,005OH00000BfjndYAB,2025-12-29T18:58:14.000+0000,(604)795-5566,,sheila.riley@manulifesecurities.ca,(604)795-5365,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUAtWYAW,False,,24795016,0030A0000029YrdQAE,0010A000002vyDWQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T18:56:12.000+0000,False,False,005OH00000BfjndYAB,2025-12-29T18:56:12.000+0000,005OH00000BfjndYAB,2025-12-29T18:56:12.000+0000,005OH00000BfjndYAB,2025-12-29T18:56:12.000+0000,(604)795-5566,,andrew.riley@manulifesecurities.ca,(604)795-5365,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUBEXYA4,False,,24797965,003G0000018f6WtIAI,0010A000002wOTyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Generating Form Error,Medium,"NAME: CLARO D DAACA CAGULADA 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: LL39767 
PHONE: +1 336-257-1011 
EMAIL: claro.cagulada@atcfinancialcanada.com 
 
ISSUE: 
Investment center form was not pulling up when user tried to generate form.
 
 
FINDINGS:
KB0017421  
User’s browser had their pop-ups blocked which prevented a new page with the form from coming up.
 
TROUBLESHOOTING/RESOLUTION:
Connected user through a logmein session
Went through the settings to allow pop-ups for their browser
This resolved the issue
 
EMAIL:
 
--------------------------------------***DDS DEC/29/2025***-------------------------- 
Hello Claro,
Thank you for contacting Workspace Support about generating a form on Investment Center.
On the call today, I was able to connect to your device through a LogMeIn session where I found that you browser had pop-ups blocked which prevented the forms from popping up in a new browser as it should. I was able to resolve this issue which allowed your forms to be successfully generated.
Please let me know if you have any more questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com ",True,2025-12-29T20:00:16.000+0000,False,False,005OH00000BGf2TYAT,2025-12-29T19:41:17.000+0000,005OH00000BGf2TYAT,2025-12-29T20:00:16.000+0000,005OH00000BGf2TYAT,2025-12-29T20:00:16.000+0000,(780)428-8585,(780) 860-8510,claro.cagulada@atcfinancialcanada.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUBj3YAG,False,,24794121,0030A0000029WnCQAU,0010A000002vwSsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T18:43:14.000+0000,False,False,005OH00000BfjndYAB,2025-12-29T18:43:14.000+0000,005OH00000BfjndYAB,2025-12-29T18:43:14.000+0000,005OH00000BfjndYAB,2025-12-29T18:43:14.000+0000,(888)517-7748,(778) 554-8012,bobbie.evans@coastcapitalsavings.com,(604)953-4302,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUC0rYAG,False,,24796485,0030A0000029Yy4QAE,0010A000002vyJdQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T19:18:34.000+0000,False,False,005OH000004pk06YAA,2025-12-29T19:18:34.000+0000,005OH000004pk06YAA,2025-12-29T19:18:34.000+0000,005OH000004pk06YAA,2025-12-29T19:18:34.000+0000,(416)524-5401,,glbrai@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004pk06YAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUC5eYAG,False,,24794310,0030A0000029WnCQAU,0010A000002vwSsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T18:46:02.000+0000,False,False,005OH00000BfjndYAB,2025-12-29T18:46:02.000+0000,005OH00000BfjndYAB,2025-12-29T18:46:03.000+0000,005OH00000BfjndYAB,2025-12-29T18:46:03.000+0000,(888)517-7748,(778) 554-8012,bobbie.evans@coastcapitalsavings.com,(604)953-4302,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUDJVYA4,False,,24795549,003G0000018f6jJIAQ,0010A000002wOjXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,"report provided 

**EMAIL**

Hi Anne,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
5B8YCA5Y9Q

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good day Anne,

Please find the attached file of the requested MAS (Wrap) Fee charges summary report via Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: Anne Crocker
Code: 27078

Please email it to Anne@loftwmg.ca

Hi, 

Report Q504 Wrap fee Ad-Hoc report CROCKER, ANN 9917-27078 is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: December 23, 2025 11:07 AM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID345

Item ID345 has been added Chen, Carmen 12/23/2025 10: 06 AM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID345 has been added
		
 
Chen, Carmen
12/23/2025 10:06 AM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q504 Wrap Fee Ad-Hoc Report 

Column Requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-27078 

Column and data filer requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-27078 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/29/2025 

Requestor Name and Organization :	anne crocker, LOFT WEALTH MANAGEMENT GROUP (LJKIO) 

MI Specialist:	

Report Purpose - Business Use :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-27078 

Advisor Name:	ANNE CROCKER 

Dealer Code:	9917-27078 

Rep Code as it appears in Unitrax:	9917-27078 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist",True,2025-12-29T19:04:01.000+0000,False,False,005OH0000071DK9YAM,2025-12-29T19:04:01.000+0000,005OH0000071DK9YAM,2025-12-29T19:04:02.000+0000,005OH0000071DK9YAM,2025-12-29T19:04:02.000+0000,(519)688-3450,(519) 983-0100,anne@loftwmg.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUEKSYA4,False,,24801019,0035o000007JKLGAA4,0015o0000080B4fAAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Workspace Login Issue - MFA,Medium,"****December 29, 2025****

User changed phones and wants to add the MFA app to the new phone.

==================================================================

****Email Chain****

Hello Breanne,

It was brought to our attention that you want some assistance linking the authenticator from your new device to your Workspace account.

To help you with this access issue, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone from the Workspace Support team will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

If there is anything else we can assist you with, please do not hesitate to reach out. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Spada, Marisa <Marisa.Spada@canadalife.com> 
Sent: December 29, 2025 2:12 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Breanne Burdi <breanne@thecapitalgroup.ca>
Subject: FW: Quick Question - Resetting Third Party AUTH. 

Good Afternoon Team,

Please see the email below from the advisor requesting assistance with the authenticator. 

Regards, 

Marisa Spada 
Regional Sales Associate, Insurance  
Insurance Inside Sales, Insurance Distribution 
Web application training| Business process| General inquiries|
Telephone: (416) 552-3139/ Email: marisa.spada@canadalife.com

Important : 
Workspace
Advisors and support teams can get ready by registering for Workspace today

Take advantage of a 5% reduction in premium on new qualifying LifeAdvance™ critical illness insurance policies.  

 

Welcome to the new Canada Life
For all inforce inquries for Canada Life, Great-West Life and London Life, please call client service at 1-888-252-1847 or use this support directory for inforce emails: https://repnet1.canadalife.com/portal/stellent1/groups/iiip/%40iiipdefaultpublic/documents/content/s1_302564.pdf 

Complete non face-to-face applications electronically start to finish! Try our simplified e-application SimpleProtect or full web application. 
All details are here:  SimpleProtect | Temporary guide for non-face-to-face Web/paper/SimplementProtect applications  


The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Breanne Burdi <breanne@thecapitalgroup.ca> 
Sent: December 29, 2025 2:48 PM
To: Spada, Marisa <Marisa.Spada@canadalife.com>
Subject: [EXT] Quick Question - Resetting Third Party AUTH. 

Hi Marisa — I hope you had a very Merry Christmas + enjoy ringing 2026! I recently got a new device, which has messed up my authenticator app. Is there a way on your end to reset my account/third party authentication so I can sign back in with
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Marisa — I hope you had a very Merry Christmas + enjoy ringing 2026! 

I recently got a new device, which has messed up my authenticator app. Is there a way on your end to reset my account/third party authentication so I can sign back in with a new Authenticator app? 

I’ve emailed the company “Authy” — hopefully they can sort it out for me within the next 24 hours or so.

All the best,
Breanne Burdi 

Direct:
1-647-707-4077
breanne@thecapitalgroup.ca
THE CAPITAL GROUP INSURANCE Inc.
14-3650 Langstaff Rd., Suite 123
Woodbridge, ON L4L 9A8",True,2025-12-29T20:34:40.000+0000,False,False,005OH000002iN7pYAE,2025-12-29T20:30:08.000+0000,005OH000002iN7pYAE,2025-12-29T20:34:40.000+0000,005OH000002iN7pYAE,2025-12-29T20:34:40.000+0000,(647)707-4077,,breanne@thecapitalgroup.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUEVeYAO,False,,24795406,0030A0000029gG1QAI,0010A000002w4JyQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy missing,Medium,"*12/29*
----------------
ong engkia
a3976
11533020
im logged into WOrkspace, my client has a policy, cannot find the policy 
directed towards the global search in Workspace and they were able to find the policy 
they had a question about the product and i directed towards their RSA 
*email*
----------------
Good afternoon Eng Kai, 

Thank you for contacting the Workspace Support Team with you inquiry. 

You were having some trouble locating a policy in Workspace. We were able to determine this policy is aligned with your Workspace account and then guide you to the global search in the top right of your Workspace page to search for and locate the policy. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T19:54:32.000+0000,False,False,005OH000008919xYAA,2025-12-29T19:01:56.000+0000,005OH000008919xYAA,2025-12-29T19:54:32.000+0000,005OH000008919xYAA,2025-12-29T19:54:32.000+0000,(416)297-1766X3322,,engkhai.ong@dfsin.ca,(416)297-6015,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUEVgYAO,False,,24795899,0030A00000BdKAsQAN,0010A00000CDR1oQAH,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Could not access WS Account,Medium,"•	Reason for call: Could not access WS account
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Reset password, disconnect MFA
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification
========================
Hello Ju,

Thank you for contacting Workspace Support. It was our pleasure in helping you access your Workspace account. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T19:12:26.000+0000,False,False,005OH00000BFQFGYA5,2025-12-29T19:09:35.000+0000,005OH00000BFQFGYA5,2025-12-29T19:19:43.000+0000,005OH00000BFQFGYA5,2025-12-29T19:19:43.000+0000,(778)887-5696,,songju1201@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUEfMYAW,False,,24796891,003G0000018f79tIAA,0010A000002wPDCQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"***DDS Dec.29/2025***
Merge request completed for user for policies 60572106T / 110062914/110062967/110250768/40607234 belonging to the client Kimberly Dawn Miller

CL - Policy - 60572106T - Client ID - 0610602032 - CIIP3 - Moved middle name from first name field to middle name field

LL - Policy - 110062914/110062967/110250768/40607234 - Client ID - 3508223414 - LIWSU - Added middle name to populate the merge prompt for the user

Workspace URL: 0015o000006bpdlAAA / 0015o000005spNIAAY

REF KB: KB0020913

*****Email*****

Hello Jennifer,

Thank you for reaching out to the Workspace Support Team regarding the merge issue.
 
We've made an amendment to Kimberly Dawn Miller, and you should see the merge prompt within 2 - 4 business days. Please check both contact files for the merge prompt. If the issue persists, please reach out to let us know!

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T19:24:57.000+0000,False,False,005OH00000BFQFBYA5,2025-12-29T19:24:57.000+0000,005OH00000BFQFBYA5,2025-12-29T19:29:57.000+0000,005OH00000BFQFBYA5,2025-12-29T19:29:57.000+0000,(204)578-5500,,kevin@branstone.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUGKfYAO,False,,24798541,0030A000002KXS4QAO,0010A0000036pTVQAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"Updated phone number, advisor wants to know if he has to disconnect current MFA",Medium,"***DDS Dec.29/2025***
User updated their phone number and was inquiring if their MFA would still work. Advised the user the MFA app is connected their device itself and not the phone number associated it with it so if they still have their previous device MFA would still work with no issues. Advised if they have changed their mobile device to please contact us as we would be able to assist further once we can authenticate them.

REF KB: KB0020738 

*****Email*****

Hello Kreesan,

Thanks for contacting the Workspace Support team regarding the Multi-Factor Authentication associated with your Workspace account.

The Authenticator app is connected to your mobile device and not your phone number. If you still have the same mobile device and only updated your phone number, then the Authenticator does not need to be disconnected from your account, as it will still generate the required six-digit verification code to access your Workspace.
However, if you have replaced your mobile device then to help you with this, we need to connect with you over the phone.
Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Have a great rest of your day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Natasha Salnikov <natashas@globalfinancial.ca> 
Sent: December 29, 2025 12:29 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Kreesan Naidoo <kreesan@gmii.ca>; Natasha Salnikov <natashas@globalfinancial.ca>
Subject: [EXT] RE: New Cell Phone Number to Update Records - Case - 24798541

Hello Canada Life, Could you please assist Kreesan Naidoo (H9426) with updating the phone number used to receive the PIN sent to the agent for logging in to the Canada Life website. Thank you, Natasha Salnikov Contracting Coordinator Global
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Canada Life,

Could you please assist Kreesan Naidoo (H9426) with updating the phone number used to receive the PIN sent to the agent for logging in to the Canada Life website.

Thank you,



Natasha Salnikov
Contracting Coordinator
Global Insurance Solutions Inc
100 Mural Street Suite 201
Richmond Hill, ON
L4B1J3
natashas@globalfinancial.ca
416-741-9174 Ext 3516
Fax: 437-222-1168



From: Kreesan Naidoo <kreesan@gmii.ca> 
Sent: Monday, December 29, 2025 1:10 PM
To: Natasha Salnikov <natashas@globalfinancial.ca>
Subject: Re: New Cell Phone Number to Update Records

Hi Natasha,

Thank you - it's updated on Apexa now for both my profiles and I deleted my old number as it's in-active.

Will the carriers be updated now with my information?

For Canada Life - it sends a pin to my phone I believe to log-in - can this be updated to my new cell phone number too?

Best Regards,

Kreesan M.L. Naidoo, QAFP, RRC, B.MGT
President & CEO of NW Strategic Private Wealth Management Group
Registered Retirement Consultant | Q.A. Financial Planner
Global Maxfin Investments Inc.

Kreesan@gmii.ca | Mobile: 778-239-7582 | www.globalmaxfin.ca
Executive Assistant | Linzie.long@gmii.ca  | 604-485-2552 |
 
                               

NEW CLIENTS ACCEPTED  BY PERSONAL INTRODUCTION ONLY

We grow our business by quality personal introductions. If you do know of anybody 
who may benefit from the services we provide, please do let us know or pass on our 
details for them to contact us directly. Thank you.

Disclaimer: Mutual Funds, ETFs, liquid alternatives, exempt products and GICs are services offered through Global Maxfin 
Investments Inc. the sponsoring mutual fund dealer. All other Products and Services are offered through Financial Horizons,
 and such services or products are not offered in the capacity as an employee or agent of Global Maxfin Investments Inc. and 
are not the responsibility of Global Maxfin Investments Inc. Trade name: NW Strategic Private Wealth Management Group.
________________________________________
From: Natasha Salnikov <natashas@globalfinancial.ca>
Sent: Monday, December 29, 2025 8:50 AM
To: Kreesan Naidoo <kreesan@gmii.ca>
Subject: RE: New Cell Phone Number to Update Records 
 
Hi Kreesan,
 
Please update it on your Apexa profile.
 
Thank you,
 
Best Regards,
 
Natasha,. 
 
 
 
 
From: Kreesan Naidoo <kreesan@gmii.ca> 
Sent: Monday, December 29, 2025 11:45 AM
To: Natasha Salnikov <natashas@globalfinancial.ca>; Pricilla Kugathasan <pricillak@globalfinancial.ca>
Subject: New Cell Phone Number to Update Records
 
Hi Natasha and Pricilla, hope all is well.
 
Just to note - I have changed my cell phone number and my old one is now in-active.
 
My new cell phone number is Mobile: 778-239-7582
 
Thank you.
 
Best Regards,
 
Kreesan M.L. Naidoo, QAFP, RRC, B.MGT
President & CEO of NW Strategic Private Wealth Management Group
Registered Retirement Consultant | Q.A. Financial Planner
Global Maxfin Investments Inc.
 
Kreesan@gmii.ca | Mobile: 778-239-7582 | www.globalmaxfin.ca
Executive Assistant | Linzie.long@gmii.ca  | 604-485-2552 |
 
                               
 
NEW CLIENTS ACCEPTED  BY PERSONAL INTRODUCTION ONLY
 
We grow our business by quality personal introductions. If you do know of anybody 
who may benefit from the services we provide, please do let us know or pass on our 
details for them to contact us directly. Thank you.
 
Disclaimer: Mutual Funds, ETFs, liquid alternatives, exempt products and GICs are services offered through Global Maxfin 
Investments Inc. the sponsoring mutual fund dealer. All other Products and Services are offered through Financial Horizons,
 and such services or products are not offered in the capacity as an employee or agent of Global Maxfin Investments Inc. and 
are not the responsibility of Global Maxfin Investments Inc. Trade name: NW Strategic Private Wealth Management Group.",True,2025-12-29T19:50:05.000+0000,False,False,005OH00000BFQFBYA5,2025-12-29T19:50:05.000+0000,005OH00000BFQFBYA5,2025-12-29T20:17:55.000+0000,005OH00000BFQFBYA5,2025-12-29T20:17:55.000+0000,(778)991-3468,(778) 991-3468,kreesan@gmii.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUH0WYAW,False,,24799421,003G0000018f7LVIAY,0010A000002wPRBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,User having an issue with completing their MGA Workspace registration,Medium,"***DDS(Dec 29)
User called in and I was able to assist in completing their registration

***DDS(Dec 29)
Advised them to give us a call and we can assist with registration

***EMAILS
Bonjour Stéphane,
Comme discuté lors de notre appel, nous avons pu compléter votre inscription et confirmer que vous pouvez désormais accéder au compte. 
S’il vous plaît laissez-nous savoir si vous avez d’autres questions ou problèmes et nous serons heureux de vous aider.
Nous aimerions savoir ce que vous pensez de la qualité du service que vous avez reçu de notre équipe. Veuillez prendre un moment pour répondre à un bref sondage, cliquez ici.
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à workspacesupport@canadalife.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.

Merci, 
Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-888-999-4516  
C: Soutien_EspaceAffaires@canadavie.com
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




Bonjour Stéphane,
Claudia nous a contactés concernant votre problème pour effectuer l'inscription à votre compte Espace Affaires AGD.
Veuillez nous appeler au 1-888-999-4516 et nous pourrons vous aider à compléter cette inscription.
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à workspacesupport@canadalife.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.  
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers.
Merci, 
Jonathan V
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)  
Opérations Canada
T: 1-888-999-4516  
C: Soutien_EspaceAffaires@canadavie.com
    

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Morelli, Claudia <Claudia.Morelli@canadalife.com> 
Sent: December 29, 2025 12:18 PM
To: SoutienEspaceAffaires <Soutien_EspaceAffaires@canadavie.com>
Cc: Marier, Stephane <stephane.marier@planifpro.com>
Subject: FW: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - STEPHANE MARIER

Bonjour,

Svp voir le courriel plus bas et assister Stephane.

Merci


Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Compensation and Contracting Operations
Sr Spécialiste des contrats bilingue (AGD) |  Opérations de Contrats et Rémunération

claudia.morelli@canadalife.com  |  437-703-8574


 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Stéphane Marier <stephane.marier@planifpro.com> 
Sent: December 24, 2025 7:48 AM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: [EXT] Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - STEPHANE MARIER

Bonjour mme Morelli, Mon inscription ne semble pas fonctionner comme AGD. J'ai pourtant fait mon inscription il y a quelques jours. Mon nom d'utilisateur est MARIER et mon adresse e-mail est stephane. marier@ planifpro. com Il est indiqué que mon
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour mme Morelli,

Mon inscription ne semble pas fonctionner comme AGD.

J'ai pourtant fait mon inscription il y a quelques jours.

Mon nom d'utilisateur est MARIER et mon adresse e-mail est stephane.marier@planifpro.com

Il est indiqué que mon mot de passe n'est pas le bon. 

Quand je fais une demande de changement de mot de passe, je ne reçois pas le e-mail pour faire le changemetn.

Pouvez-vous m'aider ?

Stéphane Marier BAA, AVC, RHU
Planificateur financier
Canada Vie
Cell: (418) 254-6989

 

________________________________________
De: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Envoyé: Lundi 22 décembre 2025 07:07
À: Stéphane Marier <stephane.marier@planifpro.com>
Objet: RE: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - STEPHANE MARIER 

Parfait- Joyeuse Fête!
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Compensation and Contracting Operations
Sr Spécialiste des contrats bilingue (AGD) |  Opérations de Contrats et Rémunération
 
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
From: Stéphane Marier <stephane.marier@planifpro.com>
Sent: December 21, 2025 8:37 AM
To: Morelli, Claudia <Claudia.Morelli@canadalife.com>
Subject: [EXT] Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - STEPHANE MARIER
 
ok, j'ai réussi ! Stéphane Marier BAA, AVC, RHU Planificateur financier Canada Vie Cell: (418) 254-6989 De : Stéphane Marier <stephane. marier@ planifpro. com> Envoyé : 21 décembre 2025 08: 30 À : Morelli, Claudia <Claudia. Morelli@ canadalife. com>
ok, j'ai réussi !
 
Stéphane Marier BAA, AVC, RHU
Planificateur financier
Canada Vie
Cell: (418) 254-6989
 
 
________________________________________
De : Stéphane Marier <stephane.marier@planifpro.com>
Envoyé : 21 décembre 2025 08:30
À : Morelli, Claudia <Claudia.Morelli@canadalife.com>
Objet : Re: Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - STEPHANE MARIER
 
Bonjour mme Morelli,
 
J'essaye de créer mon nouveau nom d'utilisateur version AGD mais le système ne me laisse pas faire.
 
Je me suis rendu à l'étape numéro 3
 
Un message d'erreur apparait en m'indiquant que le nom d'utilisateur que je désire n'est pas valide mais ça ne me dit pas pourquoi.
 
J'en ai essayé une dizaine.
 
J'essaye maintenant de refaire les étapes et ça load ans arrêt.
 
Auriez-vous la gentillesse de m'aider ?
 
Merci
 
Stéphane Marier BAA, AVC, RHU
Planificateur financier
Canada Vie
Cell: (418) 254-6989
 
 
________________________________________
De : Morelli, Claudia <Claudia.Morelli@canadalife.com>
Envoyé : 12 décembre 2025 13:24
À : Stéphane Marier <stephane.marier@planifpro.com>
Objet : Inscrivez-vous pour avoir accès à l’Espace affaires de la Canada Vie - STEPHANE MARIER
 
 
Bienvenue à l’Espace affaires de la Canada Vie
Les renseignements contenus dans le présent message ne concernent que vous. Pour des raisons de sécurité, veuillez ne pas transmettre cette information à d’autres personnes.
Bienvenue à l’Espace affaires de la Canada Vie, une plateforme numérique qui vous permet de voir vos affaires de la Canada Vie, de modifier les renseignements sur les clients, de trouver les formulaires dont vous avez besoin et d’accéder à d’autres ressources et outils.
Lors de l’inscription, veuillez suivre ces étapes :
•	Le processus d’inscription comprend deux étapes obligatoires : la création du nom d’utilisateur, puis l’inscription à l’Espace affaires.
•	Ce n'est pas permis de partager un nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep).
•	L’Espace affaires comporte deux versions distinctes : une pour les affaires Directes de Canada Vie et une autre pour les affaires AGD. Même si vous êtes déjà inscrit à la version Directe, une inscription séparée est requise pour accéder à la version AGD et consulter vos affaires.
•	Une fois que vous obtenez un nom d’utilisateur, attendez 2 jours ouvrables pour vous inscrire à l’Espace affaires.
Vos informations d'enregistrement
Nom:	STEPHANE MARIER
Code de conseiller*:	Veuillez consulter APEXA pour votre code de vente
Code d’activation:	1-1F0OQYF
* Code de conseiller, aussi appelé code de rémunération, code de distributeur, code de producteur ou code du bureau avec la Canada Vie
ÉTAPE 1 : Inscrivez-vous pour obtenir un nom d’utilisateur (anciennement nom d’utilisateur du RéseauRep)
•       Cliquez ici pour commencer et suivez les directives pour vous inscrire.
•	Rappel : attendez 2 jours ouvrables après avoir reçu votre nom d’utilisateur avant de passer à l’ÉTAPE 2.
ÉTAPE 2: Inscrivez-vous à l’Espace affaires
•       Cliquez ici pour vous inscrire.
•	L’Espace affaires fonctionne avec un outil d’authentification multifacteur pour protéger vos données et celles de vos clients. Nous vous recommandons d’utiliser l’application gratuite Salesforce Authenticator.
o	Les utilisateurs d’un iPhone peuvent obtenir l’application à partir de l'App Store.
o	Les utilisateurs d’un appareil Android peuvent obtenir l’application à partir de Google Play.
•	Le  page de ressources sur l’Espace affaires est votre guichet unique pour accéder aux ressources dont vous avez besoin et apprendre comment utiliser l’Espace affaires
Accorder l’accès à titre de tiers à votre équipe de soutien (optionnel)
•	Pour accorder l’accès à titre de tiers, veuillez remplir le formulaire ci-joint et indiquer tous les employés qui devraient avoir un accès à titre de délégué à votre bloc d’affaires. Ce formulaire est aussi disponible dans l’Espace affaires.
•	Nous enverrons à chacun d’eux un courriel personnel dans lequel ils trouveront un code d’activation qui leur permettra d’obtenir un nom d’utilisateur et s’inscrire à l’Espace affaires. Ils auront besoin que vous leur fournissiez votre code de conseiller.
•	S’il y a des changements apportés à votre personnel, veuillez en faire part à l’équipe Méthodologie de la distribution afin qu’elle puisse mettre à jour votre liste d’employés ayant un accès à titre de tiers.
 
Merci,
 
 
 
Claudia Morelli (she/her)
Sr Bilingual Contracts Specialist (MGA)  |  Compensation and Contracting Operations
Sr Spécialiste des contrats bilingue (AGD) |  Opérations de Contrats et Rémunération
 
claudia.morelli@canadalife.com  |  437-703-8574
 
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T20:04:08.000+0000,False,False,005OH000001yNnZYAU,2025-12-29T20:04:08.000+0000,005OH000001yNnZYAU,2025-12-29T21:39:15.000+0000,005OH000001yNnZYAU,2025-12-29T21:39:15.000+0000,(418)254-6989,(418) 254-6989,stephane.marier@planifpro.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnZYAU,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUHDOYA4,False,,24795609,003G0000018f6ewIAA,0010A000002wOcyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Set up,Medium,"KB0022825 - assisted advisor in resetting the MFA.
=======================================
Hi Elizabeth,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace into your new phone
 
We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace on both direct access and your MGA.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

 The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Randy D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-29T19:14:14.000+0000,False,False,005OH00000BFPZHYA5,2025-12-29T19:04:43.000+0000,005OH00000BFPZHYA5,2025-12-29T19:19:15.000+0000,005OH00000BFPZHYA5,2025-12-29T19:19:15.000+0000,(604)638-6204,,claritywealth@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUHmyYAG,False,,24800840,003G0000018f7EZIAY,0010A000002wPJMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Q503 Nominee PAC & AWD Summary Report Requested,Medium,"***WRS 2025-12-29***
Report requested.

***Email Chain***
Hi, 

Report Q502 Dealer Auto Rebalancing Failure Analysis WAKEMAN, RYAN 9917-22917 is available now in the ad-hoc folder.

Thanks,

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com  - (226)-316-2093      

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: December 29, 2025 3:26 PM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID351

Item ID351 has been added Leung, Justin 12/29/2025 2: 25 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
 
    Item ID351 has been added
 	 	 
 
Leung, Justin
12/29/2025 2:25 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report 

Column Requirements :	Q503 PAC/AWD Summary Report - a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917 - 22917 

Column and data filer requirements :	Q503 PAC/AWD Summary Report - a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917 - 22917 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	No 

Ideal deliverable date :	1/2/2026 

Requestor Name and Organization :	Ryan Wakeman - BREADTH CONSULTING INC (LJWIP) 

MI Specialist:	 

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report - a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917 - 22917 

Advisor Name:	Ryan Wakeman 

Dealer Code:	9917 - 22917 

Rep Code as it appears in Unitrax:	9917 - 22917 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	 


 	
				
				
Note: Your alert subscription will expire on 2026-01-28. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist





Hello,
A new form response has been received requesting a list of clients' annual total nominee PAC and/or AWD dollar amounts. The details are as follows:

Request 1:
Advisor: Ryan Wakeman
Code: 22917

Please email it to rwakeman@breadthconsulting.com",True,2025-12-29T20:27:19.000+0000,False,False,005OH00000AX0rVYAT,2025-12-29T20:27:19.000+0000,005OH00000AX0rVYAT,2025-12-30T18:47:42.000+0000,005OH00000AX0rVYAT,2025-12-30T18:47:42.000+0000,(519)966-4400,(519) 965-3406,rwakeman@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUISrYAO,False,,24800185,003G0000018f74IIAQ,0010A000002wP7cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Password reset,Medium,"Advisor forgot their password.
***********
Hi Sukhdev  , thank you for contacting the workspace support today.

To recap our call, you needed assistance with updated product illustration password. We were able to update your password successfully and you can sign in.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T20:19:54.000+0000,False,False,005OH00000BFQFCYA5,2025-12-29T20:16:47.000+0000,005OH00000BFQFCYA5,2025-12-29T20:33:59.000+0000,005OH00000BFQFCYA5,2025-12-29T20:33:59.000+0000,(604)377-9751,(604) 377-9751,sukh@sjohalfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUIz9YAG,False,,24799304,003OH00000M97gkYAB,001OH00000QuwnIYAR,,,,,,,012OH000000ijW5YAI,Open,,Phone,,Primerica workspace login issue,Medium,"TARA ANN FIRBY

Advisor is trying to login but they are getting error message. They are advised to share the error message to investigate further.
Hello Tara,

Thank you for contacting workspace support team. I am so glad to assist with your inquiry today.

As I have checked, your registration is not completed yet. Please share the error message that you are getting so I can investigate it for you.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

From: TARA ANN FIRBY <TFIRBY@PRIMERICA.COM> 
Sent: December 29, 2025 1:37 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Need help ensuring I am registered - Primerica rep Case-24799304

Hi, I registered before the holidays but it gave me an error. Tried again today, and still getting an error but looks like I am set up maybe as I also just got this email. Please advise, all help is appreciated, Thanks Tara Tara Ann Firby Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi, 

I registered before the holidays but it gave me an error. Tried again today, and still getting an error but looks like I am set up maybe as I also just got this email. 

Please advise, all help is appreciated, 
Thanks Tara

Tara Ann Firby 
Representative

Working Remotely and Based out of;
4-625 Wabanaki Drive,
Upper Floor
Kitchener, ON
N2C 2G3

You are receiving this message from Tara Ann Firby on behalf of Primerica Life Insurance Company of Canada and/or PFSL Investments Canada Ltd. (collectively “Primerica”), branch office located at 4-625 Wabanaki Drive, Upper Floor, Kitchener, Ont. I can be reached at office (519) 893-3500 or on my cell/text (519) 275-1108 

________________________________________
From: ""Canada Life"" 
To: ""TARA ANN FIRBY"" 
Sent: Monday, December 29, 2025 1:33:27 PM
Subject: Sign in from unfamiliar network

CAUTION:	External emails may contain unsafe links/attachments

 
Sign in from unfamiliar network


Hi Tara,
We noticed someone signed into your Canada Life account from a network we don't recognize.
If this wasn't you, we suggest you change your password immediately to keep your account secure or give us a call at 1-888-999-4516. If it was you, great! You can ignore this email and go on with your day. 



This is an automated message. Please don't reply.
Canada Life and design are trademarks of The Canada Life Assurance Company.
The contents of this email, including any attachments, are confidential. If you aren't the intended recipient, please Contact us letting us know and delete it without making a copy or forwarding it. While we take precautions against viruses, we can't guarantee this email is virus free and take no responsibility for loss or damage.
Contact us if you have any questions. 



If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",False,,False,False,005OH00000BFiyTYAT,2025-12-29T20:02:09.000+0000,005OH00000BFiyTYAT,2025-12-29T20:08:07.000+0000,005OH00000BFiyTYAT,2025-12-29T20:08:07.000+0000,(519)275-1108,,tfirby@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUKUeYAO,False,,24796941,003OH00000WTWf3YAH,001OH00000dpsRSYAY,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MAS Fee Charges Summary Report provided,Medium,"report provided 

**EMAIL**

Hi Lauren,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
7DLGQLAN4W

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




Good day Lauren,

Please find the attached file of the requested MAS (Wrap) Fee charges summary report via Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 

Hello,
A new form response has been received requesting a list of clients' total MAS Fee charges for a 24-month period (from the date of the request). The details are as follows:

Request 1:
Advisor: DREW BRADY
Code: 28355, 39216 20692  

Please email it to lauren@bradywealth.ca


Hi, 

Report Q504 Wrap fee Ad-Hoc report BRADY, DREW 9917-28355, 39216, 20692 is available now in the ad-hoc folder.

Thanks!!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: December 23, 2025 4:53 PM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID347

Item ID347 has been added Chen, Carmen 12/23/2025 3: 52 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID347 has been added
		
 
Chen, Carmen
12/23/2025 3:52 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q504 Wrap Fee Ad-Hoc Report 

Column Requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-28355 
9917-39216 
9917-20692 

Column and data filer requirements :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-28355 
9917-39216 
9917-20692 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/29/2025 

Requestor Name and Organization :	LAUREN HERMAN, BRADY WEALTH STRATEGIES INC (LJREF) 

MI Specialist:	

Report Purpose - Business Use :	Q504 Wrap Fee Ad-Hoc Report 
a list of clients' total MAS Fee charges for a 24-month period 
9917-28355 
9917-39216 
9917-20692 

Advisor Name:	DREW BRADY 

Dealer Code:	9917-28355, 9917-39216, 9917-20692 

Rep Code as it appears in Unitrax:	9917-28355, 9917-39216, 9917-20692 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist",True,2025-12-29T19:25:44.000+0000,False,False,005OH0000071DK9YAM,2025-12-29T19:25:44.000+0000,005OH0000071DK9YAM,2025-12-29T19:25:45.000+0000,005OH0000071DK9YAM,2025-12-29T19:25:45.000+0000,(306)519-6261,,lauren@bradywealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iULvMYAW,False,,24798515,003G0000018f6jhIAA,0010A000002wOjvQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Active Nominee DCA Service Report provided,Medium,"report provided 
**EMAIL**

Good day Kam,

Our team received your request for a list of clients with an active nominee DCA service. Please note there were no clients listed under 9917-28934 for this request.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients with an active Nominee DCA service. The details are as follows:

Request 1:
Advisor: Kam Wong
Code: 28934

Please email it to kam@deltorawealth.com

Hi, 

Report Q509 Clients with an Active Nominee DCA WONG, KAM SU 9917-28934 is available now in the ad-hoc folder.

Thanks, 

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online 
Sent: December 22, 2025 11:56 AM
To: Rowland, Colleen 
Subject: [EXT] MI Intake Checklist - Item ID343

Item ID343 has been added Chen, Carmen 12/22/2025 10: 54 AM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID343 has been added
		
 
Chen, Carmen
12/22/2025 10:54 AM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q509 Clients with Active Nominee DCA 

Column Requirements :	Q509 Clients with Active Nominee DCA 
a list of clients with an active Nominee DCA service. 
9917-28934 

Column and data filer requirements :	Q509 Clients with Active Nominee DCA 
a list of clients with an active Nominee DCA service. 
9917-28934 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/24/2025 

Requestor Name and Organization :	KAM SAU WONG, DELTORA WEALTH PARTNERS INC (PDWP) 

MI Specialist:	

Report Purpose - Business Use :	Q509 Clients with Active Nominee DCA 
a list of clients with an active Nominee DCA service. 
9917-28934 

Advisor Name:	KAM SAU WONG 

Dealer Code:	9917-28934 

Rep Code as it appears in Unitrax:	9917-28934 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2025-12-26. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist",True,2025-12-29T19:49:40.000+0000,False,False,005OH0000071DK9YAM,2025-12-29T19:49:40.000+0000,005OH0000071DK9YAM,2025-12-29T19:49:40.000+0000,005OH0000071DK9YAM,2025-12-29T19:49:40.000+0000,(613)282-8901,(613) 282-8901,kam@deltorawealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUNlvYAG,False,,24802484,003G0000018f72zIAA,0010A000002wP6JQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor having issues submitting documents.
************

Hi Serena,

Thank you for reaching out. What you’re viewing is a notice not an error. 
When that window comes up you need to select the product type on the left-hand side, then you should be able to move forward with your request.



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


****************
DDSS 12-30
******************************

Hi WS support
I kept receiving this message see the attached screen shot
Please fix
Thanks
Serena

******************
Hi Serena       , thank you for contacting the workspace support today.

To recap our call, you were having some issues submitted forms within workspace. You had to reset your password and was able to find a solution for the submission of the documents.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T21:36:34.000+0000,False,False,005OH00000BFQFCYA5,2025-12-29T20:54:50.000+0000,005OH00000BFQFCYA5,2025-12-30T16:05:45.000+0000,005OH00000BFQFCYA5,2025-12-30T16:05:45.000+0000,(604)375-5128,6043755128,serena.wen@serenawealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUO8UYAW,False,,24799141,0030A00000CSIR6QAP,0010A00000D3FH6QAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Banking Information Report LogMeIn Call,Medium,"***WRS 2025-12-29***
WRS called user to assist with opening encrypted email and Excel file.

***Email Chain***
Hello Eldon,

Thank you for taking my call earlier. I’m glad we were finally able to open the Excel file and you were able to view the report.

If you have any other questions, feel free to reply to this email and we would love to assist you.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Eldon Dunseith <eldon@simardandassociates.com> 
Sent: December 29, 2025 2:03 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: Password Email - Case 24752593

Hello, Nothing happens when I click either Preview or Download. There is no small window that appears. My phone number is 519-520-6487. I am free to accept a call at 3pm EST. Thank you, Eldon Dunseith Insurance Advisor and Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

Nothing happens when I click either Preview or Download. There is no small window that appears.

My phone number is 519-520-6487. I am free to accept a call at 3pm EST.


Thank you,


Eldon Dunseith

Insurance Advisor and Investment Representative

Simard & Associates Wealth Strategies
2565 Ouellette Ave., Suite 110
Windsor ON
N8X 1L9

Cell: (519) 520-6487
Client Service Centre: 1-888-252-1847

""A life is not important except in the impact it has on other lives"" ~ Jackie Robinson
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: December 29, 2025 12:54 PM
To: Eldon Dunseith <eldon@simardandassociates.com>
Subject: RE: Password Email - Case 24752593

Hello Eldon,

We’re happy to hear that you were able to open the encrypted email. Please download the Excel file and find the downloaded file on your computer to double click on it to try and open it. When trying to open the file, a small window should appear, and you should immediately get prompted to enter a password as per the attached screenshot.

 

This is the text box where you will enter the previously provided password in this email chain.

If you are still having issues with this process, feel free to reply to this email with a date, time with time zone and a phone number so we can arrange a call with you to assist you with this process.

Thank you again for your time. 

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Eldon Dunseith <eldon@simardandassociates.com> 
Sent: December 29, 2025 11:11 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: Password Email - Case 24752593

Hello, I was finally able to get into the encrypted email, this morning. However, I’m unable to open the attached Excel file. I have the original password I received to open the file but the only options for the file are Preview and Download. 

Hello,

I was finally able to get into the encrypted email, this morning.  However, I’m unable to open the attached Excel file.

I have the original password I received to open the file but the only options for the file are Preview and Download. When I click these options, nothing happens. There is nowhere to use the password.



Eldon Dunseith

Insurance Advisor and Investment Representative

Simard & Associates Wealth Strategies
2565 Ouellette Ave., Suite 110
Windsor ON
N8X 1L9

Cell: (519) 520-6487
Client Service Centre: 1-888-252-1847

""A life is not important except in the impact it has on other lives"" ~ Jackie Robinson
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: December 29, 2025 10:06 AM
To: Eldon Dunseith <eldon@simardandassociates.com>
Subject: RE: Password Email - Case 24752593

Hello Eldon, 

Thank you for letting us know that you are having issues with the Excel file. The Excel file should be attached to a separately sent encrypted email with the subject “Banking Report Second Email – Case 24752593” as per the attached screenshot. Note that Excel file is not attached to the previous email you responded to.

 

If you are having troubles opening the encrypted email, here are further instructions on how to open an encrypted email:
1.	Double-click to view the encrypted email message fully as it will not be shown in preview.
2.	Once the encrypted email has been double-clicked, “Click Here” should be displayed.
3.	Follow the prompts to view the encrypted email.
a.	If the website is asking for a one-time verification code, note that this is a separate code sent to your inbox or mobile. This is not the code we provided in our previous “Password Email”.
b.	If the website is asking for login credentials, please note that this is your email login credentials.

If you are still having issues with this process, feel free to reply to this email with a date, time with time zone and a phone number so we can arrange a call with you to assist you with this process.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Eldon Dunseith <eldon@simardandassociates.com> 
Sent: December 25, 2025 12:51 PM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: Password Email - Case 24752593

Hello, Thank you for the reply. I guess my problem now is that I’m not seeing an Excel file. Regards, Eldon Dunseith Insurance Advisor and Investment Representative Simard & Associates Wealth Strategies 2565 Ouellette Ave. , Suite 110 Windsor

Hello,

Thank you for the reply.

I guess my problem now is that I’m not seeing an Excel file.


Regards,


Eldon Dunseith

Insurance Advisor and Investment Representative

Simard & Associates Wealth Strategies
2565 Ouellette Ave., Suite 110
Windsor ON
N8X 1L9

Cell: (519) 520-6487
Client Service Centre: 1-888-252-1847

""A life is not important except in the impact it has on other lives"" ~ Jackie Robinson
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: December 24, 2025 2:11 PM
To: Eldon Dunseith <eldon@simardandassociates.com>
Subject: RE: Password Email - Case 24752593

Hello Eldon,

Thank you for your follow up regarding your report request. Note that the password in this email chain is for the Excel file and is thus not time sensitive. If you are asked to enter a one-time passcode to open the other encrypted email itself, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email.

We will send you another encrypted email containing the Excel file. Once the excel file is downloaded from the email, please use the password from our previous email in this chain to open the Excel file.

If you are still having difficulties opening the email and the Excel file, please feel free to reply to this email and we would love to assist you further.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Eldon Dunseith <eldon@simardandassociates.com> 
Sent: December 24, 2025 10:45 AM
To: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: [EXT] RE: Password Email - Case 24752593

Hi Justin, This email came into my inbox one minute before the email with the link. I clicked on the link in that email, and it requested a passcode. The fact that the passcode only lasts 15 minutes seems awfully short to me. I will need a new

Hi Justin,

This email came into my inbox one minute before the email with the link. 

I clicked on the link in that email, and it requested a passcode. The fact that the passcode only lasts 15 minutes seems awfully short to me. 

I will need a new code.

Thank you,


Eldon Dunseith

Insurance Advisor and Investment Representative

Simard & Associates Wealth Strategies
2565 Ouellette Ave., Suite 110
Windsor ON
N8X 1L9

Cell: (519) 520-6487
Client Service Centre: 1-888-252-1847

""A life is not important except in the impact it has on other lives"" ~ Jackie Robinson
 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.




From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: December 23, 2025 4:10 PM
To: Eldon Dunseith <eldon@simardandassociates.com>
Subject: Password Email - Case 24752593

Hello John,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
9T8DDTZT

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T20:11:16.000+0000,False,False,005OH00000AX0rVYAT,2025-12-29T19:59:37.000+0000,005OH00000AX0rVYAT,2025-12-29T20:11:16.000+0000,005OH00000AX0rVYAT,2025-12-29T20:11:16.000+0000,(519)567-8055,(519) 520-6487,eldon@simardandassociates.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUOBlYAO,False,,24800586,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue report,Medium,"*** DDS Dec 29th, 2025 ***
User wants to merge accounts where one of them is ITF, cannot be merged.
===========
Good afternoon,

Thank you for reaching out to Workspace Support about merging policies F031219770 and 147006467.

Unfortunately, since policy 1470006467 is part of an ITF account “NADINE FILION ITF MAEL GENDRON”, the accounts cannot be merged on Workspace.

I’m glad I was able to assist you today with this merge request. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-29T20:23:12.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-29T20:23:12.000+0000,005OH00000AbJ7aYAF,2025-12-29T20:26:15.000+0000,005OH00000AbJ7aYAF,2025-12-29T20:26:15.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUPB1YAO,False,,24801822,0031600002OjELEAA3,0010A000002wNmKQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,"cannot see the placing documents, policy, nor advisor summary on NBN.  The only document available is the application.",Medium,"***DDS*** 12/29/25
Name: CHERIE DOLSTRA
Phone: 
Agent code: F6047
Reference:  Call assist -Spoke with Eliese

Hi Cherie,

Thank you for contacting the Workspace support group regarding 60913024T.

Due to the holidays everything is indeed delyed.   
As the contract was printed on December 22, 2025 please allow for at least 3 more business days for the information to fully sync across the systems and you should be able to see it in Workspace.

If after 3 business days you still do not see the policy information please reply back so we can investigate further. 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: cheried@lighthouseprivatewealth.ca <cheried@lighthouseprivatewealth.ca> 
Sent: December 29, 2025 2:18 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Foster, Terra <terraf@lighthouseprivatewealth.ca>
Subject: [EXT] FW: 60913024T-Sara White

Workspace Support, I was directed to reach out to you to see why we cannot see the electronic policy for the above noted client. We cannot see the placing documents, policy, nor advisor summary on NBN. The only document available is the application. 
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Workspace Support,

I was directed to reach out to you to see why we cannot see the electronic policy for the above noted client. We cannot see the placing documents, policy, nor advisor summary on NBN.  The only document available is the application.

This is what I see on NBN:

 

NBN has advised it is correct on their end. Please have someone look into this and get it corrected so we can get the policy placed for the client.

Kind regards,

Cherie

Cherie Dolstra, BSc, CFP®, CLU®
CERTIFIED FINANCIAL PLANNER®
Investment Representative – Quadrus Investment Services Ltd.

Lighthouse Private Wealth Inc.
294 Aylmer Street North
Peterborough ON K9J 3K7
Tel: (705) 748-5101 
Fax: (705) 874-3262 
cheried@lighthouseprivatewealth.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Kamana, Gift <Gift.Kamana@canadalife.com> 
Sent: December 29, 2025 1:21 PM
To: Dolstra, Cherie <cheried@lighthouseprivatewealth.ca>
Cc: Foster, Terra <terraf@lighthouseprivatewealth.ca>
Subject: RE: 60913024T-Sara White

Hi Cherie,

Thank you for your email. Everything appears to be correct on our end. The contract was printed on December 22, 2025. If it is still not visible on your side, please contact the Workspace Support Team at 1 888 999 4516 or workspacesupport@canadalife.com for further assistance.

Regards,


Gift Kamana
New Business Coordinator | Insurance Operations
Coordonnateur Affaires Nouvelles |  Opérations d’assurance
gift.kamana@canadalife.com  
Toll free: 1-888-808-4106

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: cheried@lighthouseprivatewealth.ca <cheried@lighthouseprivatewealth.ca> 
Sent: December 29, 2025 9:51 AM
To: Kamana, Gift <Gift.Kamana@canadalife.com>
Cc: Foster, Terra <terraf@lighthouseprivatewealth.ca>
Subject: [EXT] RE: 60913024T-Sara White

Hi Gift, Just checked NBN again and the policy is still not showing up for electronic delivery. Do you have an idea on when it will be available? Wasn’t sure if this was just a delay for Christmas or if there is an issue with the system. 

Hi Gift,

Just checked NBN again and the policy is still not showing up for electronic delivery. Do you have an idea on when it will be available? Wasn’t sure if this was just a delay for Christmas or if there is an issue with the system. It usually doesn’t take this long.

Kind regards,

Cherie

Cherie Dolstra, BSc, CFP®, CLU®
CERTIFIED FINANCIAL PLANNER®
Investment Representative – Quadrus Investment Services Ltd.

Lighthouse Private Wealth Inc.
294 Aylmer Street North
Peterborough ON K9J 3K7
Tel: (705) 748-5101 
Fax: (705) 874-3262 
cheried@lighthouseprivatewealth.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Kamana, Gift <Gift.Kamana@canadalife.com> 
Sent: December 22, 2025 3:06 PM
To: Dolstra, Cherie <cheried@lighthouseprivatewealth.ca>
Cc: kaylieb <kaylieb@lighthouseprivatewealth.ca>; Cote, Johnathan <johnc@lighthouseprivatewealth.ca>
Subject: 60913024T-Sara White

Hi Cherie,

Great News!
The above contract for your client(s) has been printed and will be available to you shortly. To access an electronic version of your contract and placing documents, please check your New Business Dashboard in the next 1 to 2 hours. Alternatively, if you prefer the paper contract, it is in queue to be mailed. 

Placing requirements for this contract are as follows:
•	Acknowledgment of Policy Received (AOPR)
•	Outstanding Premiums from the policy date of November 27, 2025  
•	Pre-Authorized Debit Agreement
•	Authorization to transfer funds/replace existing insurance

It has been my pleasure working with you on this case and I look forward to supporting your business again in the future. 

Thank you,

Gift Kamana
New Business Coordinator | Insurance Operations
Coordonnateur Affaires Nouvelles |  Opérations d’assurance
gift.kamana@canadalife.com  
Toll free: 1-888-808-4106",True,2025-12-29T20:43:30.000+0000,False,False,005OH00000BGeeHYAT,2025-12-29T20:43:30.000+0000,005OH00000BGeeHYAT,2025-12-29T21:01:04.000+0000,005OH00000BGeeHYAT,2025-12-29T21:01:04.000+0000,(705)748-5101,,cheried@lighthouseprivatewealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUQv1YAG,False,,24798639,003OH00000YlKHXYA3,001OH00000iB7wDYAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Repnet User ID registration. - INC1950477,Medium,"*** DDS 07JAN2026 ***
DAS applied fix yesterday, user already created user id, advised to wait 48hrs to complete account registration

*** DDS 30DEC2025 ***

Good morning Jing Dong,

We have heard back from our Digital Hub team, they have applied a fix to your account, and I can see that you were able to create your User ID yesterday. You will be able to complete your Workspace account registration 48hrs after creating your User ID. Please let me know if you have any questions or if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
  
Jennifer B
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
-------------------------
INC1950477 submitted

Name: Jingdong Zhu
Phone:
Agent code: H8656
Reference: KB0020554

Hello Jingdong,
Thank you for the screenshot.

I have escalated this issue to the second level team, someone will reach back as soon as we learn more.
 
If you require further assistance, please don't hesitate to contact us.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: jing dong zhu <zhujingdong96@gmail.com> 
Sent: December 30, 2025 11:29 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: 24798639 - RE: [EXT] Re: Register for access to Canada Life Workspace

Hello, Please check it, thank you so much! On Tue, Dec 30, 2025 at 8: 46 AM CL Workspace Support <CLWorkspaceSupport@ canadalife. com> wrote: Hello Jingdong, Thank you for for the screen shots but it looks like you sent 2 of the same screenshots,
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hello,
Please check it, thank you so much!






***DDS*** 12/30/25
Name: Jingdong Zhu
Phone: 
Agent code: H8656
Reference: KB0018402

Hello Jingdong,
Thank you for for the screen shots but it looks like you sent 2 of the same screenshots, can you send the screen shot of the error page.  Please take a full screen screenshot including the URL

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: jing dong zhu <zhujingdong96@gmail.com> 
Sent: December 29, 2025 5:36 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: Re: 24798639 - RE: [EXT] Re: Register for access to Canada Life Workspace

Hello， Thanks so much for your help with the registration! I’m still getting the ""info doesn't match"" error message when I try to sign up. I’ve attached a screenshot of the error for you to review. Could you please kindly look
ZjQcmQRYFpfptBannerStart
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You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello，
Thanks so much for your help with the registration! I’m still getting the ""info doesn't match"" error message when I try to sign up. I’ve attached a screenshot of the error for you to review. Could you please kindly look into this issue for me?

Best,
Jingdong







***DDS*** 12/29/25
Name: Jingdong Zhu
Phone: 
Agent code: H8656
Reference: KB0018402

Hello Jingdong,

Thank you for contacting the Workspace support group regarding Repnet User ID Registration. 

Please click on this link to register for a user ID 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/LoginPage.do
 
Once at the User Login/Registration page - Click “Register”
 
Follow the instructions to register for a user ID.

Please confirm that you are copying and pasting the activation code provided in the email below and typing in the correct Advisor code.

Please confirm if this still does not work and also confirm if there is an error code.   Please provide the error code and a screenshot so we may investigate further.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 




From: Madriaga, Maria <Maria.Madriaga@canadalife.com> 
Sent: December 29, 2025 2:16 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: zhujingdong96@gmail.com
Subject: FW: [EXT] Re: Register for access to Canada Life Workspace

Hi Team,

I have provided the correct information however the advisor is still having trouble to register. Kindly assist. 

Thank you,

Maria Madriaga
Contracts & Compensation Specialist (MGA)
Compensation and Contracting Operations
Tel: 416-552-5661Email: Maria.Madriaga@canadalife.com
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: jing dong zhu <zhujingdong96@gmail.com> 
Sent: December 28, 2025 4:32 PM
To: Madriaga, Maria <Maria.Madriaga@canadalife.com>
Subject: [EXT] Re: Register for access to Canada Life Workspace

Hello Maria, I’m Jingdong Zhu. I just got back from vacation and tried to register for Canada Life Workspace as per your 16th email, but it failed. I used the Advisor code H8656 (from APEXA for Canada Life) and activation code, but the system
ZjQcmQRYFpfptBannerStart
This message is from an untrusted sender - Ce courriel provient d’un expéditeur non sécurisé. 
You have not previously corresponded with this sender. - Vous n’avez jamais eu de correspondance avec cet expéditeur. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello Maria,

I’m Jingdong Zhu. I just got back from vacation and tried to register for Canada Life Workspace as per your 16th email, but it failed.
I used the Advisor code H8656 (from APEXA for Canada Life) and activation code, but the system says the information doesn’t match. The activation code may have expired because of my vacation, or there might be a wrong code in your system.
Could you please check the correct Advisor code for me, send a new activation code if needed, and help fix this issue? Thank you so much and have a wonderful holiday.

Best,
Jingdong Zhu

On Tue, Dec 16, 2025 at 10:31 AM Madriaga, Maria <Maria.Madriaga@canadalife.com> wrote:
 
Welcome to Canada Life Workspace
Do not forward or share this registration information. If you are not the intended recipient of this email, please delete it and notify the sender immediately.
Welcome to Canada Life Workspace – an evolving digital platform where you can manage your business, service your clients, and access tools to grow your business with Canada Life.
Some important notes before you jump in -
•	Advisors and support team members are not permitted to share a User ID (formerly RepNet ID). 
•	Please wait 2 business days after receiving your User ID to register for Workspace.
 
Your registration information
Name:	JINGDONG ZHU
Advisor code*:	Please reference APEXA for your selling code
Activation code:	1-1F2QSG2
* Advisor code, also known as Comp code, Distributor code, Producer code or Office code with Canada Life.
Register for a User ID (formerly RepNet ID)
•	Click here to get started and follow the provided instructions.
Register for Workspace
•       Click here to register
•       Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store. 
o	For Android devices, get the app from Google Play.  
•       For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace. 
Do you have a support team who need access to your book of business?
•       To grant third-party access (TPA) to your support staff, please complete the attached Third-party access form.
•       Once authorized, they will be emailed an activation code to sign up for their own, unique User ID (formerly RepNet ID) to register for Workspace. They will require you to provide them with your producer code.
•	Please help us keep your records up to date – if any of your current delegates should be removed, please email distribution_methodology@canadalife.com.
 
Please complete this questionnaire:
•	To help us better tailor our support and get to know you better, please complete this 1 minute survey. 
 
 
Thank you,
 
Maria Madriaga
Contracts & Compensation Specialist (MGA)
Compensation and Contracting Operations
Tel: 416-552-5661Email: Maria.Madriaga@canadalife.com",True,2026-01-07T14:38:28.000+0000,False,False,005OH000006wv2TYAQ,2025-12-29T19:51:42.000+0000,005OH00000BGeeHYAT,2026-01-07T14:38:28.000+0000,005OH000006wv2TYAQ,2026-01-07T14:38:28.000+0000,(587)998-0828,,zhujingdong96@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUSaFYAW,False,,24798766,0030A0000029fmoQAA,0010A000002w3slQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login issue,Medium,"****DDS****12/29/25 

User was unable to sign into WS due to error message ""URL no longer exists"" - Authenticated user as per KB0021888
Assisted user to clear cookies, cached files and update their browser. User signed into WS successfully.

============================================================================================= 
 
****Email Chain****

Good day Mei,

Thank you for contacting Workspace Support regarding accessing your Workspace account.

Just to recap, you were unable to sign into Workspace due to the error message “URL no longer exists”. You cleared cookies, cached files, and updated your Edge browser. 
You also linked the Salesforce authenticator to your account and you were able to sign into Workspace successfully.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T20:02:44.000+0000,False,False,005OH0000097FtCYAU,2025-12-29T19:53:41.000+0000,005OH0000097FtCYAU,2025-12-29T20:29:15.000+0000,005OH0000097FtCYAU,2025-12-29T20:29:15.000+0000,(613)363-6820,,msim4855@hotmail.com,(888)398-9765,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUSjvYAG,False,,24798910,0030A0000029mK9QAI,0010A000002w9JhQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Err w1285,Medium,"*12/29*
----------------
b9907
i am having trouble logging into 
err w1285
disconnected authenticator based on user stating they are unable to use their old device but they are getting the repnet account locked error 
reset pw in ISAM and emailed
walked user through resetting pw in repnet. 
user locked workspace w1283
unlocked in Workspace 
walked through setting up MFA for Workspace 


*email*
----------------
Good afternoon Evelyn, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted log into Workspace and update your authenticator but were receiving err w1285. This was due to your Repnet account that is associated with Workspace was locked out, we had you reset the password in Repnet and then walked you through the password reset option in Workspace and helped you set up your authenticator app successfully. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T21:55:56.000+0000,False,False,005OH000008919xYAA,2025-12-29T19:55:50.000+0000,005OH000008919xYAA,2025-12-29T21:55:56.000+0000,005OH000008919xYAA,2025-12-29T21:55:56.000+0000,(778)875-3913,(778) 875-3913,evelynzhangbusiness@hotmail.com,(604)438-3690,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUSjzYAG,False,,24802008,0030A0000029fzMQAQ,0010A000002w43mQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T20:46:31.000+0000,False,False,005OH000004Ir1xYAC,2025-12-29T20:46:31.000+0000,005OH000004Ir1xYAC,2025-12-29T20:46:31.000+0000,005OH000004Ir1xYAC,2025-12-29T20:46:31.000+0000,(403)775-1464,,suzanne.xu@yahoo.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUSomYAG,False,,24802438,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,The customer left a voicemail message stating they were unavailable to take the call. The agent returned the call and left a message providing their contact information in case the customer wanted to call back.,True,2025-12-29T21:03:14.000+0000,False,False,005OH000007edoDYAQ,2025-12-29T20:53:58.000+0000,005OH000007edoDYAQ,2025-12-29T21:03:14.000+0000,005OH000007edoDYAQ,2025-12-29T21:03:14.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUTOFYA4,False,,24801847,0030A0000029pqmQAA,0010A000002wCDBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"KB0021888 - following the authentication process, the advisor was unable to confirm the correct  address listed on file and would also want to update his address in Seibel. send an email Tracy.Aphayvong@canadalife.com with the Advisor cc'd to the email. Call back number for the advisor is 5198788012

==================

Hi Darren,

Your address has been updated and unfortunately, I tried to call you this morning and unable to talk to you. To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-888-999-4516 and anyone on Workspace will be happy to assist you.

Thank you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  


Hi Darren,

Thank you for contacting the workspace support about an issue accessing your workspace account.

Unfortunately, your address on file is not updated so we have requested for your address to be updated on file before we can continue with the process. My apologies for the inconvenience and reset assured that we should be able to help you get your access back once everything is updated.

Appreciate your understanding on this matter, have a good day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-30T16:02:24.000+0000,False,False,005OH00000BFPZHYA5,2025-12-29T20:43:49.000+0000,005OH00000BFPZHYA5,2025-12-30T16:02:24.000+0000,005OH00000BFPZHYA5,2025-12-30T16:02:24.000+0000,(519)886-5874,(519) 878-8012,darren.knott@ig.ca,(519)886-6186,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUU4FYAW,False,,24802269,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,The customer called to cancel their policy. The agent informed the customer that the cancellation team would need to handle the request and transferred the call to that department. The agent mentioned there may be a wait time as there were a few callers ahead of the customer.,True,2025-12-29T20:53:46.000+0000,False,False,005OH000007edoDYAQ,2025-12-29T20:51:17.000+0000,005OH000007edoDYAQ,2025-12-29T20:53:46.000+0000,005OH000007edoDYAQ,2025-12-29T20:53:46.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUVI1YAO,False,,24801667,0030A0000029gbkQAA,0010A000002w4bqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T20:40:39.000+0000,False,False,005OH000004Ir1xYAC,2025-12-29T20:40:39.000+0000,005OH000004Ir1xYAC,2025-12-29T20:40:40.000+0000,005OH000004Ir1xYAC,2025-12-29T20:40:40.000+0000,(780)905-3137,,juanlu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUZF9YAO,False,,24800120,0030A0000029eWhQAI,0010A000002w2r9QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T20:15:44.000+0000,False,False,0055o000001t1uPAAQ,2025-12-29T20:15:44.000+0000,0055o000001t1uPAAQ,2025-12-29T20:15:44.000+0000,0055o000001t1uPAAQ,2025-12-29T20:15:44.000+0000,(416)953-6368,,johnsonwang1982@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUZOpYAO,False,,24802676,0030A0000029gZuQAI,0010A000002w4aPQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T20:58:16.000+0000,False,False,005OH000004Ir1xYAC,2025-12-29T20:58:16.000+0000,005OH000004Ir1xYAC,2025-12-29T20:58:16.000+0000,005OH000004Ir1xYAC,2025-12-29T20:58:16.000+0000,(403)239-3010,(403) 830-4269,ivytig@outlook.com,(403)208-4407,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUanuYAC,False,,24801340,0030A0000029nxPQAQ,0010A000002wAiZQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T20:35:19.000+0000,False,False,005OH000004Ir1xYAC,2025-12-29T20:35:19.000+0000,005OH000004Ir1xYAC,2025-12-29T20:35:20.000+0000,005OH000004Ir1xYAC,2025-12-29T20:35:20.000+0000,(403)299-8620,,lynda.hay@td.com,(403)299-7984,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUcWMYA0,False,,24800330,0030A0000029ghsQAA,0010A000002w4gqQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- ERR-W1281,Medium,"User is receiving error message- choosing Advisor Solution vs MGA. User is using a new email vs the old email that is linked to there account. 
KB0015372 - Reset password- signed 
KB0022821 - Assisted user to set up MFA
URL not available - Assisted user to clear Cookies and cached images

Code: C8353 
Old Email: barb.finnerty@manulifesecurities.ca
New email: barb.finnerty@manulifewealth.ca

***************************************************************************
Good afternoon, Barbara

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding login issues!
 
I'm glad I was able to assist you with resetting your password and updating your email address to sign into your Workspace account. As a recap your old email it was linked to was barb.finnerty@manulifesecurities.ca.  
During Workspace login it will now request a confirmation through the Microsoft Authenticator on your mobile device. Please also remember to choose ‘MGA’ as how you are associated with Canada Life.
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T20:42:57.000+0000,False,False,005OH00000BG5v4YAD,2025-12-29T20:18:57.000+0000,005OH00000BG5v4YAD,2025-12-29T20:42:58.000+0000,005OH00000BG5v4YAD,2025-12-29T20:42:58.000+0000,(250)590-8481,,barb.finnerty@manulifewealth.ca,(250)590-8350,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUczPYAS,False,,24801507,0030A0000029jGeQAI,0010A000002w6oKQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T20:37:57.000+0000,False,False,005OH000004Ir1xYAC,2025-12-29T20:37:57.000+0000,005OH000004Ir1xYAC,2025-12-29T20:37:57.000+0000,005OH000004Ir1xYAC,2025-12-29T20:37:57.000+0000,(403)225-0051,,,(888)812-5516,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUetAYAS,False,,24801416,0030A0000029f7cQAA,0010A000002w3M6QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Submitting forms on Workspace,Medium,"*** DDS Dec 29th, 2025 ***
User wants to know how/where to submit forms on Workspace. Indicated that they cannot be sent through Workspace and redirected to RSA info for more info on this.
===============
Bonjour Josée,

C’était un plaisir de vous parler aujourd’hui pour vous aider à soumettre des formulaires pour changements de polices.

Pour connaître les formulaires en question, les processus à suivre et à qui les envoyer, vous pouvez contacter Sylvie Tremblay à sylvie.tremblay@canadavie.com ou par téléphone au 514-878-6127. Elle pourra vous donner plus d’information.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-29T20:48:45.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-29T20:36:31.000+0000,005OH00000AbJ7aYAF,2025-12-29T20:53:35.000+0000,005OH00000AbJ7aYAF,2025-12-29T20:53:35.000+0000,(819)849-9141,(450) 347-7273 ext 2237,a.chartier@andrechartier.ca,(450)347-2527,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUfcJYAS,False,,24801766,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,The customer called to cancel a health insurance policy they had recently initiated. The agent informed the customer that they would need to transfer them to the cancellation team to handle the request. The agent confirmed the policy details before transferring the call.,True,2025-12-29T20:51:06.000+0000,False,False,005OH000007edoDYAQ,2025-12-29T20:42:29.000+0000,005OH000007edoDYAQ,2025-12-29T20:51:06.000+0000,005OH000007edoDYAQ,2025-12-29T20:51:06.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUjw1YAC,False,,24801859,0030A0000029gcMQAQ,0010A000002w4cNQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T20:43:59.000+0000,False,False,005OH000004Ir1xYAC,2025-12-29T20:43:59.000+0000,005OH000004Ir1xYAC,2025-12-29T20:44:00.000+0000,005OH000004Ir1xYAC,2025-12-29T20:44:00.000+0000,(403)617-4557,,jmarusiak@bowvalleycu.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUlQ0YAK,False,,24803490,003G0000018f6hRIAQ,0010A000002wOhhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Active Nominee DCA Service Report Request,Medium,"intake form requested to be sent to advisor. waiting for confirmation from DM team to update delegate email

**EMAIL**

This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



I authorize the report to be released to both Terri and I, thx!
Sent from my iPhone


Justin McDonough, CFP®, CH.F.C., EPC
Investment Representative
Quadrus Investment Services Inc.
Certified Financial Planner 
MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 
6174 Quinpool Road Halifax NS B3L 1A3  
Work:  902.431.7526 x2 |  Fax: 902.431.9514 
justin@mmfp.ca
www.matthewsmcdonough.com 
 
If you no longer want to receive these messages, click the word ""unsubscribe"" to email a request to me."" 
 
    ""Create your Financial Legacy"" 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.


On Dec 29, 2025, at 9:20 AM, Terri Bent <terri@mmfp.ca> wrote:
 
Good morning, I am the marketing associate – Terri Bent – 73471 but the report is for Peter Justin McDonough – 12484.  Thank you!
  
TERRI BENT, ACS | EXECUTIVE ASSISTANT 
MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 
6174 Quinpool Road  Halifax  NS  B3L 1A3  
Work:  902.431.7526 x8 |  Fax: 902.431.9514 
terri@mmfp.ca 
www.matthewsmcdonough.com <http://www.matthewsmcdonough.com>   
  
""If you no longer want to receive these messages, click the word unsubscribe to email a request to me."" 
  
Looking for quick access to info about your investments, savings, and insurance products? 
  
Register for My Canada LifeTM today to find everything in one convenient place!  
Visit: canadalife.com   
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
  
  
  
  
From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: December 23, 2025 12:45 PM
To: Terri Bent <terri@mmfp.ca>
Subject: Active Nominee DCA Service Report Request /Case24737776 
  
Good day Terri, Our team received your request for P J McDonough a list of clients with an active Nominee DCA service in Investment Centre. Unfortunately, it appears your contact information is not up 
sophospsmartbannerend 
Good day Terri,
  
Our team received your request for P J McDonough a list of clients with an active Nominee DCA service in Investment Centre. Unfortunately, it appears your contact information is not up-to-date with Canada Life (Direct channel) for us to send you the requested information. Please reach out to Distribution_Methodology@canadalife.com and cc our team in the email to have your information updated. Once we receive confirmation, we will look into this request.
  
  
Thank you, 
  
The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
  
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.  
  
Carmen C 
Distribution Digital Support Specialist  
Distribution Digital Support (DDS)  
Canada Operations  
P: 1-888-532-3322  
E: WealthReportingSupport@canadalife.com   
  
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram  
  
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.  
  
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T21:13:50.000+0000,False,False,005OH0000071DK9YAM,2025-12-29T21:13:50.000+0000,005OH0000071DK9YAM,2025-12-29T21:13:51.000+0000,005OH0000071DK9YAM,2025-12-29T21:13:51.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUlcvYAC,False,,24803767,003OH000004J8E9YAK,001OH000005Sa0vYAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Disconnect/Setup,Medium,"NAME: MATTHEW DEJONG
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: F6360
PHONE: +1 613-361-2673 
EMAIL: mdejong@mcdougallinsurance.com 
 
ISSUE: 
User got a new device and would need to set up their authenticator again 
 
AUTHENTICATION (If Required):
KB0020738  
Authenticated user as ADSL advisor
Passed authentication
User called with phone # on siebel so no cb was necessary.

 
FINDINGS:
KB0020738 - I can disconnect authenticator so that user has the QR code to set it up again.
 
TROUBLESHOOTING/RESOLUTION:
Authenticated user and disconnected MFA
Advised user to sign in again

 
EMAIL:
 
--------------------------------------***DDS DEC/29/2025***--------------------------
Hello Matthew,
Thank you for contacting Workspace Support about setting up your MFA on your new device.
On the call today, after completing authentication, I disconnected your previous authenticator from your Workspace account to give you access to set up your MFA again. You confirmed on the call that you were able to connect Salesforce Authenticator to your account again and gained access. In the future, please always reference your authenticator app when trying to log into your account.
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-29T21:29:55.000+0000,False,False,005OH00000BGf2TYAT,2025-12-29T21:19:24.000+0000,005OH00000BGf2TYAT,2025-12-29T21:29:56.000+0000,005OH00000BGf2TYAT,2025-12-29T21:29:56.000+0000,(613)361-2673,,mdejong@mcdougallinsurance.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUnbVYAS,False,,24804022,003G0000018f74IIAQ,0010A000002wP7cQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Assistance on CRM file download,Medium,"SUKHDEV SINGH'

advisor needed assistance with CRM download. Assistance provided. They also needed assistance for finding CRM tool. LInk shared with them from advice canada.

Hello Sukhdev,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with downloading CRM report. You shared your screen with me, and we were able to download report. You also needed assistance on choosing CRM tool. You can visit this link Choosing a new CRM tool to get more information on this. 

I would appreciate if you can complete the 30 seconds short survey. Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T21:24:40.000+0000,False,False,005OH00000BFiyTYAT,2025-12-29T21:24:40.000+0000,005OH00000BFiyTYAT,2025-12-29T21:26:12.000+0000,005OH00000BFiyTYAT,2025-12-29T21:26:12.000+0000,(604)377-9751,(604) 377-9751,sukh@sjohalfinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUoxJYAS,False,,24802917,0030A00000A7qNkQAJ,0010A00000AgjvXQAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,ACH - Form not found,Medium,"***DDS SL Dec 30 2025***

Caller reportedly is unable to locate a specified form in ACH
We are unable to locate an equivalent form that matches the mentioned number 
Will forward to ACH team 

===Email Chain===

Good morning Lydia, 

Thank you for contacting the Workspace Support team. We understand that you have been unable to locate the mentioned form in the Forms and Processes portion of the Advisor Content Hub. We are happy to assist you with this matter. 

@Advisor Content, may we request for your insight in this matter?
We are unable to locate the form 206-CAN in Forms and Processes. 
Are you able to provide the form number for an equivalent form for a Buy/Sell Agreement Request? 

Please let us know at your earliest convenience. 
We look forward to hearing from you. 

Have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



From: Lydia Luo <lydialuo@crius.ca> 
Sent: December 29, 2025 7:44 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] form 206-CAN

Hi， I’m having a hard time finding this document on workspace, could you please send me a copy please? Please don't hesitate to contact me if there are any questions! Best Regards, Lydia Ying Luo Sales Representative | Crius Financial Services
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi，

I’m having a hard time finding this document on workspace, could you please send me a copy please?

 



Please don't hesitate to contact me if there are any questions!
Best Regards,
 
Lydia Ying Luo
Sales Representative | Crius Financial Services Corp.
#2400-4720 Kingsway (Metrotower 2)
Burnaby BC V5H 4N2
 
Cell #: 604-616-2367
                                                                                                                  
CONFIDENTIALITY NOTICE The information in this transmission may contain privileged and confidential information and is intended only for the use of the person or corporate entity to which it is addressed. The confidential nature of this communication remains regardless of whether or not you are an intended recipient. If you are not an intended recipient, please notify the sender immediately and destroy this message and all attachments, without making a copy. Any distribution or reproduction of this message is prohibited. We assume no liability for the interception of any Internet communication or the transmission of computer viruses.",True,2025-12-30T14:30:50.000+0000,False,False,005OH000001yNnaYAE,2025-12-29T21:03:04.000+0000,005OH000001yNnaYAE,2025-12-30T14:30:50.000+0000,005OH000001yNnaYAE,2025-12-30T14:30:50.000+0000,(604)616-2367,,lydialuo@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUrC3YAK,False,,24805977,003OH00000TK2Q5YAL,001OH00000ZiCMXYA3,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor wants to register but does not know their USER ID,
***************
Hi Sandeep      , thank you for contacting the workspace support today.

To recap our call, you wanted to confirm your user ID to complete your registration. Please contact Distribution_Methodology@canadalife.com to confirm your User ID.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T22:30:08.000+0000,False,False,005OH00000BFQFCYA5,2025-12-29T22:13:52.000+0000,005OH00000BFQFCYA5,2025-12-29T22:33:07.000+0000,005OH00000BFQFCYA5,2025-12-29T22:33:07.000+0000,(403)470-2325,,sbrarfinancial@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUseMYAS,False,,24804588,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"No answer when speaking, tried to call back and no answer but line was picked up",True,2025-12-29T21:40:07.000+0000,False,False,005OH000007edoDYAQ,2025-12-29T21:37:57.000+0000,005OH000007edoDYAQ,2025-12-29T21:40:07.000+0000,005OH000007edoDYAQ,2025-12-29T21:40:07.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUt8zYAC,False,,24803750,003G0000018f6efIAA,0010A000002wOchQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Reimbursement on Critical Illness Client List Report,Medium,"***WRS 2025-12-29***
User wanted a client list report for all clients who have 100% reimbursements for their critical illness policies in 2026.
WRS advised user that we cannot create a report with this information, as per Colleen, but offered the regular insurance client listing.

***Email Chain***
Bonjour Katia,

Nous avons reçu votre demande pour une liste de clients qui auront un remboursement des primes 100% en 2026 sur leur assurance maladies graves. Malheureusement, nous ne sommes pas capables de créer ce type de rapport car cette information n’est pas disponible dans notre système de rapport. 

Par contre, nous pouvons créer une liste de clients d’assurance. Nous ne pouvons malheureusement pas ajouter l’information que vous cherchez à ce rapport. Si vous voulez cette liste de client, répondez à ce courriel avec le(s) code(s) de conseiller de Claude Legault et nous pourrons vous le fournir.

Nous sommes très désolés pour l’inconvénient.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Justin 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: MTLINDCCTR <MTLINDCCTR@canadalife.com> 
Sent: December 29, 2025 3:45 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: IMPORTANT Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073
Importance: High

Bonjour,
Veuillez svp procréer à cette demande de liste des clients.
Merci et bonne journée.


En répondant à cette demande, tout renseignement personnel que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadalife.com/fr/confidentialite.

By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy.

Marouène Ouannès
(He/Him/Il)
Adjoint au Service à la Clientèle, Services centralisés et Stratégie, Gestion du patrimoine individuel et Solution d’assurance
Client Service Assistant, Central Services and Strategy, Individual Wealth and Insurance Solutions
100 Osborne Street North 3C
Winnipeg, MB, R3C 1V3    
Phone / Téléphone: (204) 934-4732
Email / Courriel: marouene.ouannes@canadalife.com


 

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com> 
Sent: December 24, 2025 7:31 AM
To: MTLINDCCTR <MTLINDCCTR@canadalife.com>
Subject: FW: IMPORTANT Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073
Importance: High

Hi,

Would you please handle?

Thank you,
Insurance Client Service Operations & Customer Service, Individual Wealth and Insurance Solutions
Service à la clientèle Assurance Exploitation & Service à la clientèle, Assurance vie, Gestion du patrimoine individuel et Solution d’assurance 
Phone : 1-888-252-1847
  

Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
VT

From: ISP Customer Care <ISP_Customer_Care@canadalife.com> 
Sent: December 19, 2025 3:51 PM
To: Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com>
Subject: FW: IMPORTANT Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073
Importance: High

Received in Wealth.
Redistributing.

ISP Customer Care

 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Katia Robitaille <krobitaille@claudelegault.ca> 
Sent: December 19, 2025 2:37 PM
To: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: [EXT] IMPORTANT Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073
Importance: High

Bonjour, L'équipe de Distribution Digital Support m'a référé à vous pour ma demande car ils ne sont pas en mesure de sortir les informations demandées. Serait-il possible d'obtenir la liste de tous nos clients qui auront un remboursement des
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Bonjour, 
L'équipe de Distribution Digital Support m'a référé à vous pour ma demande car ils ne sont pas en mesure de sortir les informations demandées.
Serait-il possible d'obtenir la liste de tous nos clients qui auront un remboursement des primes 100% en 2026 sur leur assurance maladies graves?
Claude Legault, notre conseiller, en aurait besoin pour mardi prochain. Désolé pour le court délais.
Information nécessaire sur le fichier:
Nom
#police
Date Remboursement des primes 100%
Montant du remboursement
Montant de la Couverture Maladies Graves
merci de votre aide,
--
Katia Robitaille
Coordonnatrice - Relation Clients

 

1635 rue Sherbrooke Ouest, bureau 400
Montréal (Québec) H3H 1E2
Téléphone: 438 968-2130 poste 6106
Télécopieur: 438 968-2131
krobitaille@claudelegault.ca
Site web www.claudelegault.ca
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. Les renseignements personnels que vous soumettez seront transmis à un serveur Web nord-américain, où ils pourraient être assujettis ( dans de très rare cas) à une divulgation en vertu de la législation américaine. Si vous ne souhaitez pas que vos renseignements personnels soient transmis de cette façon, veuillez utiliser une autre option pour l’envoi des renseignements, p. ex. nous les communiquer par télécopieur, nous téléphoner.
----------Message original---------- 
De : Workspace Support
À : Katia Robitaille
Cc : ""Rivard, Emilie""
Date/Heure : 2025-12-19 13:23:26
Sujet : RE: Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073
Bonjour Katia,
Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.
Malheureusement, ce type de rapport n’est pas disponible dans Espace affaires puisque les données qui seraient nécessaires pour produire ce rapport ne sont pas hébergées dans la base de données d’Espace affaires.
Je sais que isp_customer_care@canadalife.com peut fournir des rapports pour les conseillers. J’ignore si leurs rapports contiennent l’information que vous recherchez mais vous pouvez leur envoyer un courriel pour voir si leurs rapports contiennent ce que vous avez de besoin.
Bonne journée!
J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.
Carl Dombrowski
Digital Distribution Support Specialist 
Distribution Digital Support 
Canada Operations
carl.dombrowski@canadalife.com
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Rivard, Emilie 
Sent: Thursday, December 18, 2025 3:03 PM
To: Workspace Support 
Cc: Robitaille, Katia 
Subject: TR: Liste client RP en 2026 - BESOIN MAX 23 DEC 2025
Importance: High
Bonjour l’équipe de l’Espace Affaires,
J’espère que vous allez bien!
Pourriez-vous aider Katia ci-dessous à produire le rapport demandé ci-dessous dans l’Espace Affaires ?
Merci et bonne journée 😊,
Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178
Vacances à venir | Upcoming vacation :
Du 24 décembre 2025 au 2 janvier 2026 inclusivement
From December 24, 2025 to January 2, 2026
 Prendre rendez-vous avec moi | Book an appointment with me
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
Any personal information you provide will be used in accordance with our privacy policy.
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
Tutoriel vidéo RepVision sur Vimeo
Bluesun Advisor Video Tutorials on Vimeo
RepVision Video Tutorials on Vimeo
De : Katia Robitaille
Envoyé : 18 décembre 2025 14:58
À : Rivard, Emilie
Objet : [EXT] Liste client RP en 2026 - BESOIN MAX 23 DEC 2025
Importance : Haute
Bonjour Émilie, Serait-il possible d'obtenir la liste de tous nos clients qui auront un remboursement des primes 100% en 2026 sur leur assurance maladies graves? Claude en aurait besoin pour mardi prochain. Désolé pour le court délais. Information
Bonjour Émilie,
Serait-il possible d'obtenir la liste de tous nos clients qui auront un remboursement des primes 100% en 2026 sur leur assurance maladies graves?
Claude en aurait besoin pour mardi prochain. Désolé pour le court délais.
Information nécessaire sur le fichier:
Nom
#police
Date Remboursement des primes 100%
Montant du remboursement
Montant de la Couverture Maladies Graves
merci de ton aide,
--
Katia Robitaille
Coordonnatrice - Relation Clients

 

1635 rue Sherbrooke Ouest, bureau 400
Montréal (Québec) H3H 1E2
Téléphone: 438 968-2130 poste 6106
Télécopieur: 438 968-2131
krobitaille@claudelegault.ca
Site web www.claudelegault.ca
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. Les renseignements personnels que vous soumettez seront transmis à un serveur Web nord-américain, où ils pourraient être assujettis ( dans de très rare cas) à une divulgation en vertu de la législation américaine. Si vous ne souhaitez pas que vos renseignements personnels soient transmis de cette façon, veuillez utiliser une autre option pour l’envoi des renseignements, p. ex. nous les communiquer par télécopieur, nous téléphoner.",True,2025-12-29T21:19:11.000+0000,False,False,005OH00000AX0rVYAT,2025-12-29T21:19:11.000+0000,005OH00000AX0rVYAT,2025-12-29T21:19:12.000+0000,005OH00000AX0rVYAT,2025-12-29T21:19:12.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUv9CYAS,False,,24804227,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The agent left a voicemail message for the customer, stating that they were unable to reach the customer. The agent provided a callback number for the customer to call back.",True,2025-12-29T21:30:26.000+0000,False,False,005OH000007edoDYAQ,2025-12-29T21:29:14.000+0000,005OH000007edoDYAQ,2025-12-29T21:30:26.000+0000,005OH000007edoDYAQ,2025-12-29T21:30:26.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUz6SYAS,False,,24805813,0030A0000029kwyQAA,0010A000002w8B5QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA issue,Medium,"****DDS****12/29/25 

User was unable to sign into WS - MFA required - Authenticated user as per KB0021888
Assisted user to locate their MFA and they signed in
Provided email for inquiries on the learning centre in WS 
============================================================================================= 
 
****Email Chain****

Good day Shawn,

Thank you for contacting Workspace Support regarding the authenticator issue.

I’m glad I was able to assist you locate the authenticator linked to your Workspace account which is the Microsoft authenticator. You were then able to sign into your Workspace account successfully. For inquiries regarding the learning centre, please contact learningcentreadministrator@canadalife.com via email for more support.


We would love to know if we're meeting your expectations by filling out this survey. Your feedback will help us improve the experience for valued users like you!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T22:22:16.000+0000,False,False,005OH0000097FtCYAU,2025-12-29T22:09:26.000+0000,005OH0000097FtCYAU,2025-12-29T22:28:46.000+0000,005OH0000097FtCYAU,2025-12-29T22:28:46.000+0000,(780)440-2299,(780) 945-7912,shawn@cbawealth.com,(780)440-3477,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iUz9aYAC,False,,24806510,0030A00000Bn1NDQAZ,0010A00000CNUWBQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,NB Application not going through,Medium,"KB0023223 - followed the guidance in this KB article, issue resolved. 
=====================

Hi Mingzhu,

Thank you for contacting the workspace support about a new business application that is stuck under the payment section.

We have confirmed that the issue is due to an incorrect format when you have initially put in the bank details. We have corrected it and can confirm that you were able to continue with the process of submission.

Appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-29T22:44:17.000+0000,False,False,005OH00000BFPZHYA5,2025-12-29T22:30:02.000+0000,005OH00000BFPZHYA5,2025-12-29T23:05:40.000+0000,005OH00000BFPZHYA5,2025-12-29T23:05:40.000+0000,(779)798-3291,,samanthaliang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iV1Y1YAK,False,,24806483,0035o000007d1NFAAY,0015o000008JiyTAAS,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-29T22:29:19.000+0000,False,False,005OH000004Ir1xYAC,2025-12-29T22:29:19.000+0000,005OH000004Ir1xYAC,2025-12-29T22:29:19.000+0000,005OH000004Ir1xYAC,2025-12-29T22:29:19.000+0000,(289)990-9424,,truongthanhha2411@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iV2tsYAC,False,,24806244,003OH00000PdCMOYA3,001OH00000VBY1QYAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/29*
----------------
Scott Elkow
h5161
663422

wanted to register workspace 
does not know code 
H5151
referred to MGA/NA leadership. 
1-888-252-1847
*email*
----------------
Good afternoon Scott, 

Thank you for contacting the Workspace Support Team with your inquiry.

You wanted to register your account with Workspace so you can service your clients but were unable to provide a correct advisor code. This is extremely important information used both too authenticate you and to help you register for Workspace, for security purposes Workspace Support is unable to provide this information directly to anyone and it must be provided to you from another source.  Please reach out to the MGA or National Account you work with for this information and call us back once it’s obtained so we can help you register. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T22:46:14.000+0000,False,False,005OH000008919xYAA,2025-12-29T22:21:34.000+0000,005OH000008919xYAA,2025-12-29T22:46:14.000+0000,005OH000008919xYAA,2025-12-29T22:46:14.000+0000,(780)554-4149,,scott.elkow@northfront.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iV3wNYAS,False,,24806994,0030A000002CnR0QAK,0010A000002zLDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,FU call with Carl,Medium,"****DDS****12/29/25 

User wanted to speak with Agent Carl",True,2025-12-29T22:55:25.000+0000,False,False,005OH0000097FtCYAU,2025-12-29T22:47:37.000+0000,005OH0000097FtCYAU,2025-12-29T22:55:25.000+0000,005OH0000097FtCYAU,2025-12-29T22:55:25.000+0000,(604)970-5565,,lchong@telus.net,(604)322-7891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iV4E9YAK,False,,24807050,0030A0000029VSxQAM,0010A000002vvMNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call not related to Workspace,Medium,"Advisor received an email indicating that he owed a money through Canada Life. I tried to check if I can see the email so I can identify who sent the email but he is hesitant to show to me his email. Referred the caller to client service centre for additional guidance.

================

Hi John,

Thank you for contacting the workspace support about an email received indication that you owe Canada Life an amount.

I understand that you just wanted to confirm if you really owe Canada Life an amount however it is something that it is out of our scope of support as much as I want to help you. I have referred you over to our clint service centre for additional guidance.

Thank you for your patience and my apologies for the inconvenience.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-29T23:12:08.000+0000,False,False,005OH00000BFPZHYA5,2025-12-29T22:49:52.000+0000,005OH00000BFPZHYA5,2025-12-29T23:19:08.000+0000,005OH00000BFPZHYA5,2025-12-29T23:19:08.000+0000,(519)657-9002,,jvigs@rogers.com,(519)637-4163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iVAmYYAW,False,,24807364,0030A0000029VSxQAM,0010A000002vvMNQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Call follow up,Medium,"****DDS****12/29/25 

User received an email from HUB stating he owes CL money - user mentioned the email came from Dave Santos
Advised user to contact their RSA for more support as we only handle tech issues related to WS 
 
============================================================================================= 
 
****Email Chain****

Good day John,

Thank you for contacting Workspace Support regarding the email you received from HUB stating you owe Canada Life money.

As earlier mentioned, our department only handles technical issues related to the Workspace platform. Please reach out to your Regional Sales Associate (RSA) Maria Davis by email: Maria.Davis@canadalife.com for further assistance.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm regards, 

  
Lawrencia E.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
    
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T23:19:28.000+0000,False,False,005OH0000097FtCYAU,2025-12-29T23:02:52.000+0000,005OH0000097FtCYAU,2025-12-29T23:19:28.000+0000,005OH0000097FtCYAU,2025-12-29T23:19:28.000+0000,(519)657-9002,,jvigs@rogers.com,(519)637-4163,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000097FtCYAU,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iVBYvYAO,False,,24807177,0030A000002CnR0QAK,0010A000002zLDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"***DDS Dec.29/2025***
Advisor was having issues accessing Workspace. Did a logmein session and confirmed he was using the wrong email address. Guided user and he was bale to login to Workspace successfully.

REF KB: KB0021888  

*****Email***** 

Hello Lawrence,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding your Workspace inquiry.

As discussed during our call, please use your lcc.canadalife@gmail.com email to access your Workspace account.
As a reminder, whenever you log in to your Workspace account, please open the Google Authenticator app on your phone and input the generated six-digit verification code into Workspace.

If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T23:24:57.000+0000,False,False,005OH00000BFQFBYA5,2025-12-29T22:55:02.000+0000,005OH00000BFQFBYA5,2025-12-29T23:52:30.000+0000,005OH00000BFQFBYA5,2025-12-29T23:52:30.000+0000,(604)970-5565,,lchong@telus.net,(604)322-7891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iVFe9YAG,False,,24807774,003OH00000M90QxYAJ,001OH00000Quo0PYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue - Primerica,Medium,"***DDS Dec.29/2025***
User was having issues accessing Workspace, did a logmein session and guided user to the Workspace login page and had him sign in and guided him to enter the verification code from his Authenticator app on his mobile device into Workspace. User was able to login successfully with no issues.

REF KB: KB0020738 

*****Email*****

Hello Virender,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding your Workspace access issue.

During our call, you were able to login into your Workspace account successfully.
As a reminder, whenever you log in to your Workspace account, please open the Microsoft Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey by using this link https://advisorynetwork.swoogo.com/idfeedback.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-29T23:45:46.000+0000,False,False,005OH00000BFQFBYA5,2025-12-29T23:25:22.000+0000,005OH00000BFQFBYA5,2025-12-29T23:51:45.000+0000,005OH00000BFQFBYA5,2025-12-29T23:51:45.000+0000,(647)832-3632,,vtoor@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iVHXtYAO,False,,24808002,003G0000018f6dwIAA,0010A000002wObyQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration - INC1949735,Medium,"*** DDS 30DEC2025 ***
user ID corrected, advised

*** DDS 30DEC2025 *** INC1949735 submitted to correct user id SLDESLAURIER@clext

*12/29*
----------------
Dennis Bell
20813 
Sarahlyn Deslaurier
f0902
E9864
im trying to get my workspace account set up, i have gotten the email the too register.
asking for my advisor code, its invalid. 

they are an assistant but are getting the advisors registration steps instead of the delegate information. when they put in the advisor code it errors because its not their personal code, they are unable to proceed with registration due to this error 

They have registered for repnet on the 24th of dec 
when they went to register today after entering their repnet ID and password it prompted for the advisors code instead of skipping that and going to the name email and password screen 

*email*
----------------

Hello Saralyn,

We have heard back from our Digital Hub team, your User ID has been corrected, and you should now be able to move forward with your Advisor Solutions Workspace account registration without being prompted to enter an agent code. Please let me know if you have any questions or if you run into any further registration issues.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 
    
Jennifer B
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 

Good afternoon Sarahlyn, 

Thank you for contacting the Workspace Support Team with your registration inquiry. 

You wanted to register for Workspace but were getting a prompt to enter the advisors code, when you entered the code, It shows invalid. Since you are an assistant, it should not be asking for an advisor code from you. We have escalated this to our support team to get this issue corrected. If you have questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T16:35:24.000+0000,False,False,005OH000006wv2TYAQ,2025-12-29T23:38:08.000+0000,005OH000008919xYAA,2025-12-30T16:35:24.000+0000,005OH000006wv2TYAQ,2025-12-30T16:35:25.000+0000,(613)384-5510,(613) 484-2466,dennis@monarch-financial.ca,(613)384-3037,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iVKacYAG,False,,24808701,003G0000018f6W1IAI,0010A000002wOSiQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/29*
----------------
Zack 

f2143

i went to log into Workspace, got locked, then i went to product illustrations, i was on hold with someone with SD. I put in my password that used to work, i was able to log into Workspace 
*email*
----------------
Good afternoon Zach, 

Thank you for you contacting the Workspace Support Team with your inquiry. 

You were trying to log into Workspace but were having trouble logging in and locked your account in the process. We were able to unlock your account then you were able to log into Workspace successfully. If you have any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T00:38:15.000+0000,False,False,005OH000008919xYAA,2025-12-30T00:28:33.000+0000,005OH000008919xYAA,2025-12-30T00:38:15.000+0000,005OH000008919xYAA,2025-12-30T00:38:15.000+0000,(514)931-4242X231,(514) 770-5343,zach.csfinancial@sympatico.ca,(514)428-9673,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iVPlaYAG,False,,24808526,0030A0000029XHmQAM,0010A000002vwtcQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Authenticator disconnect/reconnect,Medium,"***DDS Dec.29/2025***
Advisor was having issues accessing her Workspace account due to the MFA. Authenticated the user and did a logmein session. Disconnected Authenticator associated with her account and had the advisor download the google authenticator which we were able to connect. User was able to log in/log out and log back in successfully.

REF KB:KB0020738 

*****Email*****

Hello Lee Ann, 

Thanks for contacting the Workspace Support team, it was a pleasure speaking to you today regarding your Authenticator issues.
 
We’re happy we were able to assist you in disconnecting and reconnecting your Authenticator.
As a reminder, whenever you log in to your Workspace account, please open the Google Authenticator app on your phone and input the generated six-digit verification code into Workspace.
If you have any issues with this or questions regarding Workspace, feel free to reach out and we would love to assist you further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey by using this link https://advisorynetwork.swoogo.com/idfeedback.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T00:48:54.000+0000,False,False,005OH00000BFQFBYA5,2025-12-30T00:14:43.000+0000,005OH00000BFQFBYA5,2025-12-30T00:49:30.000+0000,005OH00000BFQFBYA5,2025-12-30T00:49:30.000+0000,(905)277-2078,,leeann@thompsonfinancial.ca,(905)615-8148,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iVUtLYAW,False,,24808803,0030A0000029aOsQAI,0010A000002vzYgQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login,Medium,"*12/29*
----------------
Ali 
54430
AMIRALLY MADHAVJI

unlocked in SF 
walked user through login process


*email*
----------------

Good afternoon Ali, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were having some trouble with your authenticator app and locked your account out in error. We unlocked your account and were able to walk you through registering your authenticator app again. If you have any questions or concerns, please reply to this email. 

Please feel free to let me know how excellent my support is by following This Link!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T01:16:05.000+0000,False,False,005OH000008919xYAA,2025-12-30T00:38:23.000+0000,005OH000008919xYAA,2025-12-30T01:16:05.000+0000,005OH000008919xYAA,2025-12-30T01:16:05.000+0000,(604)420-7077,,allyco.insurance@gmail.com,(604)420-2400,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,94.0
500OH00000iWPd7YAG,False,,24810813,003OH00000M90yfYAB,001OH00000QuxwSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Doesn't know WS website,Medium,"•	Reason for call: Cannot get to WS website
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: logmein with user
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): 

Logmein with user to get to workspace website.
===========================
Hello Zenaida, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access your account. A gentle reminder to navigate to workspace.canadalife.com in order to begin the sign-on process. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T14:19:44.000+0000,False,False,005OH00000BFQFGYA5,2025-12-30T14:09:41.000+0000,005OH00000BFQFGYA5,2025-12-30T14:23:09.000+0000,005OH00000BFQFGYA5,2025-12-30T14:23:09.000+0000,(416)806-2974,,zenaidasanchez.delacruz@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWPhzYAG,False,,24811636,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Direct email issues inquiry-,Medium,"*****************DDS**************12/30/2025
User called requesting assistance setting up their email with microsoft. non workspace issue. advised user to reach out to microsoft support for assistance.


**********email chain**********

Hello Shawn, 

     It was a pleasure assisting you today. The email issue you called about in not workspace related, I will suggest reaching out to Microsoft support for assistance with setting up your work email. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
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Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T14:38:31.000+0000,False,False,005OH00000BFQFHYA5,2025-12-30T14:35:14.000+0000,005OH00000BFQFHYA5,2025-12-30T14:44:40.000+0000,005OH00000BFQFHYA5,2025-12-30T14:44:40.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWRBuYAO,False,,24811905,003G0000018f6tZIAQ,0010A000002wOvIQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Intake Form Delivered,Medium,"awd details and PAC/AWD summary ad-hoc report provided 

**EMAIL**

Hi Elaine,

Could you please provide us examples of the missing segregated fund clients with AWD details not shown under 3439-28737 for us to look into? 

Please note in this report, 3439-28737 tab include AWD details segregated funds only. As for 9917-28737 tab include annual PAC and AWD summary for nominee plans only.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Elaine Freiday <Elaine.Freiday@rlfg.ca> 
Sent: December 30, 2025 1:24 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] RE: Password Email

Hi Carmen: Is there a reason why there are approximately 30 of my RIF/LIF/RLIF clients missing on the Segregated Fund side of this spreadsheet. Not sure what system you used to process the list, but it is not accurate. Elaine Freiday, EPC Financial
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    Report Suspicious     



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Hi Carmen:

Is there a reason why there are approximately 30 of my  RIF/LIF/RLIF clients missing on the Segregated Fund side of this spreadsheet.

Not sure what system you used to process the list, but it is not accurate.

Elaine Freiday, EPC
Financial Security Representative
Investment Representative - Quadrus Investment Services Ltd.

     

Relevant Life Financial Group Inc.
1473 John Counter Blvd., Suite #302, Kingston, ON K7M 8Z6
Office:  (343) 293-2910 Ext. 4503
Fax:  (705) 995-3918
Email:  elaine.freiday@rlfg.ca       
Website : www.relevantlifefinancialgroup.ca


Hi Elaine,

As mentioned in my previous email, please see below for your password-protected Excel file:
CKEWH4G7ZM

Please note this password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor to view the encrypted email message. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
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Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.




Good morning Elaine,

Please find the attached file of the requested AWD details for 3439-28737 (seg. funds only) and 9917-28737 (PAC/AWD nominee only). A separate Password Email will follow to access this password-protected Excel file.


Your feedback is highly valuable to us. If you have 30 seconds, I would love to know how your recent support experience went. Please click >here< to complete a very short survey.
 
Thank you 😊,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.


Good morning Cindy,

Please note this request is now complete and sent to the advisor, elaine.freiday@rlfg.ca.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.    
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-532-3322  
E: BusinessReporting@canadalife.com  
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 23, 2025 4:33 PM
To: Buragina, Cindy <Cindy.Buragina@canadalife.com>
Subject: RE: Client list for advisor Elaine Freiday /Case24724670, Case24744642

Good day Cindy,

Thank you for your response. We will proceed with this request and have our data provider look into it (available for segregated funds only). Once it is complete, it will be sent to the advisor directly and I will also provide you an update.

As for Investment Centre (Quadrus), the Client PAC/AWD Account Register report is available to users with access to generate on the system. Please note this report would need to be generated separately for client-held and nominee active. Please view reference below.

Step 1. Select Reports
Step 2. Select Marketing
Step 3. Select Client PAC/AWD Account Register
Step 4. Select the Type (ex. AWD) and Status (ex. Client-Held or Nominee Active)
Step 5. Optional – select file format as .CSV Excel 
Step 6. Generate report

 


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Buragina, Cindy 
Sent: December 23, 2025 8:57 AM
To: BusinessReporting 
Subject: RE: Client list for advisor Elaine Freiday /Case24724670

Good Morning,

I just spoke with the advisor and she mentioned that she only needs the report to show clients that have an annual payment frequency if this helps simplify the client listing.

Thank you,

Cindy Buragina
Sr Customer Service Specialist | Retirement Income
Cindy.Buragina@Canadalife.com | 548-482-5990

 

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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Buragina, Cindy 
Sent: December 22, 2025 4:59 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: RE: Client list for advisor Elaine Freiday /Case24724670

Hello,

Yes, please proceed with the request and you can send it directly to the advisor Elaine Freiday. Her email is elaine.freiday@rlfg.ca. We need to know which accounts have payments being made via cheque payable to Quadrus.

Thank you,

Cindy Buragina
Sr Customer Service Specialist | Retirement Income
Cindy.Buragina@Canadalife.com | 548-482-5990

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: BusinessReporting <BusinessReporting@canadalife.com> 
Sent: December 22, 2025 4:55 PM
To: Buragina, Cindy <Cindy.Buragina@canadalife.com>
Subject: RE: Client list for advisor Elaine Freiday /Case24724670

Good day Cindy,

Thank you for reaching out to Business Reporting team.

The request below for AWD details will need to be looked into by our data provider as it is a custom request which will take some time. It will include frequencies, plan details, amounts however to determine if it is by cheque, I will need to confirm with our data provider.

Please note our team provide client listings to external field users only due to client sensitive data and security protocols. Please let us know if you would like us to proceed with this request. Once it is complete, it will be sent to the advisor directly.


Thank you,

The Business Reporting team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322. 

By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 

Carmen C
Distribution Digital Support Specialist  
Distribution Digital Support 
Canada Operations 
P: 1-888-532-3322 
E: BusinessReporting@canadalife.com 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des.



From: Buragina, Cindy <Cindy.Buragina@canadalife.com> 
Sent: December 22, 2025 9:57 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: Client list for advisor Elaine Freiday
Importance: High

Good Morning,

Can we please run a report (client list) for advisor Elaine Freiday Dealer code 3439 / Advisor code 28737) showing client that have AWD payments by cheque.

Can you please send that report back to me directly.

Thank you,

Cindy Buragina
Sr Customer Service Specialist | Retirement Income
Cindy.Buragina@Canadalife.com | 548-482-5990

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

Hi, 

Second report U1407 Advisor Book of Business AWD Policies_WD FREIDAY, ELAINE U0000002676.xlsx is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Rowland, Colleen 
Sent: December 29, 2025 11:42 AM
To: BusinessReporting 
Cc: Wealth Management Data/Reporting Team 
Subject: RE: [EXT] MI Intake Checklist - Item ID346

Hi, 

Report Q503 PAC AWD Summary Report FREIDAY, ELAINE 9917-28737 is available now in the ad-hoc folder. Payment type is not included.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: December 23, 2025 1:39 PM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID346

Item ID346 has been added Chen, Carmen 12/23/2025 12: 38 PM Source System: Other Is this request in relation to a new or existing report?: New If development is in relation to an existing Report please provide the name and scan code of the existing
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



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 Item ID346 has been added
		
 
Chen, Carmen
12/23/2025 12:38 PM
Source System:	Other 

Is this request in relation to a new or existing report?:	New 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Client Listing - AWD Details 

Column Requirements :	report (client list) for advisor Elaine Freiday Dealer code 3439 / Advisor code 28737) showing client that have AWD details (frequencies, amounts) <- if possible, please include ""AWD payments by cheque"" 

Column and data filer requirements :	report (client list) for advisor Elaine Freiday Dealer code 3439 / Advisor code 28737) showing client that have AWD details (frequencies, amounts) <- if possible, please include ""AWD payments by cheque"" 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	Yes 

Ideal deliverable date :	12/30/2025 

Requestor Name and Organization :	ELAINE FREIDAY, RELEVANT LIFE FINANCIAL GROUP INC (LJNOH) 

MI Specialist:	

Report Purpose - Business Use :	report (client list) for advisor Elaine Freiday Dealer code 3439 / Advisor code 28737) showing client that have AWD details (frequencies, amounts) <- if possible, please include ""AWD payments by cheque"" 

Advisor Name:	ELAINE FREIDAY 

Dealer Code:	3439-28737, U0000002676 

Rep Code as it appears in Unitrax:	3439-28737, U0000002676 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
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Modify my alert settings
|	View MI Intake Checklist",True,2025-12-30T14:42:46.000+0000,False,False,005OH0000071DK9YAM,2025-12-30T14:42:46.000+0000,005OH0000071DK9YAM,2025-12-30T18:43:45.000+0000,005OH0000071DK9YAM,2025-12-30T18:43:45.000+0000,(343)293-2910X4503,(613) 329-1214,elaine.freiday@rlfg.ca,(705)995-3918,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWT3zYAG,False,,24814512,003OH00000FbP8WYAV,001OH00000JRmnEYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace access-,Medium,"*************DDS***********12/30/2025

User needed help accessing workspace as they were using the wrong site to login. DDS advised the right workspace site and user was able to sign in successfully. 


*************email chain***********
Hello Kwesi, 

   It was a pleasure assisting you today, looks like you were just trying to sign into workspace using the wrong site. You can access workspace through this link https://workspace.canadalife.com/. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T15:46:01.000+0000,False,False,005OH00000BFQFHYA5,2025-12-30T15:37:19.000+0000,005OH00000BFQFHYA5,2025-12-30T15:47:38.000+0000,005OH00000BFQFHYA5,2025-12-30T15:47:38.000+0000,(905)286-9325,,kwesi.hammond@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWVHEYA4,False,,24811644,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,remaining balance will be processed end of january due to PAC runnin,True,2025-12-30T14:43:40.000+0000,False,False,005OH000006uYrkYAE,2025-12-30T14:35:29.000+0000,005OH000006uYrkYAE,2025-12-30T14:43:40.000+0000,005OH000006uYrkYAE,2025-12-30T14:43:40.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWYDPYA4,False,,24811597,0030A0000029fZUQAY,0010A000002w3j4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T14:34:06.000+0000,False,False,0055o000001t1uPAAQ,2025-12-30T14:34:06.000+0000,0055o000001t1uPAAQ,2025-12-30T14:34:06.000+0000,0055o000001t1uPAAQ,2025-12-30T14:34:06.000+0000,(647)302-5777,,kqigroup@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001t1uPAAQ,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWbKrYAK,False,,24810704,003OH00000M97gkYAB,001OH00000QuwnIYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Workspace registration,Medium,"TARA ANN FIRBY
advisor needed assistance with login. Assistance provided.

Hello Tara,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with logging in to your workspace account. You shared your screen with me, I provided you the instructions and you were able to login successfully.

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T14:15:25.000+0000,False,False,005OH00000BFiyTYAT,2025-12-30T14:05:41.000+0000,005OH00000BFiyTYAT,2025-12-30T14:15:40.000+0000,005OH00000BFiyTYAT,2025-12-30T14:15:40.000+0000,(519)275-1108,,tfirby@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWbUYYA0,False,,24811052,003G0000018f6vaIAA,0010A000002wOxSQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue report,Medium,"*** DDS Jan 15th, 2026 ***
CIS merged the two accounts, sent email to confirm they will show as being merged in the following 2-3 days.
==============
Good afternoon Lucie,

This discrepancy has been corrected by our Tech Lab team. The accounts should now be merged and reflect the correct date of birth. If ever the issue reappears, don’t hesitate to reach out to us so we can look into it again.

I’m glad I was able to assist you today with this merge issue. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 


*** DDS Jan 13th, 2026 ***
DOB discrepancy between policies, so sent email to clarify before advising on how to correct the info.
=============
Good afternoon Luc,

Thank you for reaching back out to us at Workspace Support.

I see that there are two dates of birth on these accounts for Gordon McGregor. Could you confirm if the date of birth is correct on policy 8623647-3 or policy 8423408-0. If it is incorrect on policy 8423408-0, is it correct on Investment Centre? You can send me your answers as this may change the way we update the information to be correct in all systems for all policies. Thank you for your understanding.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 

=============
*** DDS Dec 30th, 2025 ***
User sent wrong URLs and policy number.
=============
Good morning Luc,

Thank you for reaching out to Workspace Support to merge policies 84223408 and 8623647-3 for Gordon McGregor.

Unfortunately, the two URLs you sent us to merge were the same and I could not find policy 84223408 under Gordon McGregor. Could you send us the two URLs of the accounts to merge please? Thank you so much.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2026-01-15T20:14:16.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-30T14:17:59.000+0000,005OH00000AbJ7aYAF,2026-01-15T20:14:57.000+0000,005OH00000AbJ7aYAF,2026-01-15T20:14:57.000+0000,(613)627-4470,(613) 618-4912,luc.filion@consilio.ca,(613)627-4823,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWbr7YAC,False,,24810780,003G0000018f70IIAQ,0010A000002wP3jQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,BOB transfer and WS,Medium,"***DDS*** 12/30/25
Name: WILLIAM MURDOCK
Phone: 
Agent code: F8141

Hello Yolanda,

Thank you for contacting the Workspace support group regarding BOB transfer and WS.

Please confirm if the Contacting team has also confirmed the completion of the BOB transfer.  If they have please provide some policy number examples so we can investigate if Bill has access.    Also because of the holidays it is possible that everything is delayed and may take a few more business days for the systems to sync.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Lacey, Yolanda <Yolanda.Lacey@advicecanada.com> 
Sent: December 29, 2025 3:53 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Murdock, Bill <bill@indesignfinancial.com>; Latham, Ashley (she/her) <Ashley.Latham@advicecanada.com>
Subject: FW: BOB transfer and WS

Hi WS – I have an advisor that is needing access to clients that should have been processed.  Here is the ask:

there is still nothing showing under any service requests or the Files area which has the service request documents normally found within it for any of the clients for Agnes‘s that I have checked lately…


Any help to get him access would be appreciated.

Thank you,
 

Yolanda


Yolanda Lacey
Business Development Consultant| BC Region
yolanda.lacey@advicecanada.com | 604-331-2494


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.


From: Bill Murdock <bill@indesignfinancial.com> 
Sent: December 29, 2025 12:48 PM
To: Lacey, Yolanda <Yolanda.Lacey@advicecanada.com>; Latham, Ashley (she/her) <Ashley.Latham@advicecanada.com>
Subject: [EXT] Re: BOB transfer and WS

Hi Yolanda, there is still nothing showing under any service requests or the Files area which has the service request documents normally found within it for any of the clients for Agnes‘s that I have checked lately… Get Outlook for iOS From: 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Yolanda, there is still nothing showing under any service requests or the Files area which has the service request documents normally found within it for any of the clients for Agnes‘s that I have checked lately…

Get Outlook for iOS
________________________________________
From: Lacey, Yolanda <Yolanda.Lacey@advicecanada.com>
Sent: Wednesday, December 24, 2025 8:21:22 AM
To: Bill Murdock <bill@indesignfinancial.com>; Latham, Ashley (she/her) <Ashley.Latham@advicecanada.com>
Subject: RE: BOB transfer and WS 
 
Good morning Bill – I have reached out to contracting regarding your concerns.  On the contracting side everything is in order however if we can do a recheck on this next Monday, we may just need to make sure other departments have done their piece as well with the updates.  I will follow up next Monday and ask to see that you check again on workspace for the clients.
 
Wishing you a very Merry Christmas!
 
Thank you,
 
 
Yolanda
 
 
Yolanda Lacey
Business Development Consultant| BC Region
yolanda.lacey@advicecanada.com | 604-331-2494
 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 
From: Bill Murdock <bill@indesignfinancial.com> 
Sent: December 23, 2025 11:28 AM
To: Latham, Ashley (she/her) <Ashley.Latham@advicecanada.com>
Cc: Lacey, Yolanda <Yolanda.Lacey@advicecanada.com>
Subject: [EXT] BOB transfer and WS
 
Hello ladies, I wish you great holidays, and times to come as we close out the year. I wanted to let you know that there is nothing in many of the clients WS accounts (including REQ) for the clients of Agnes' that are transferred over. There
Hello ladies, I wish you great holidays, and times to come as we close out the year.
 
I wanted to let you know that there is nothing in many of the clients WS accounts (including REQ) for the clients of Agnes' that are transferred over. There are things we are working on and none are showing there. Is this a ""separate"" process/transfer?
 
We had in the letter from Agnes that any and all historical information was to be transferred as per their direction in the wording etc...?
 
There are some other things we need to clarify after the holidays but this is important.
 
Bill",True,2025-12-30T14:08:37.000+0000,False,False,005OH00000BGeeHYAT,2025-12-30T14:08:37.000+0000,005OH00000BGeeHYAT,2025-12-30T14:08:37.000+0000,005OH00000BGeeHYAT,2025-12-30T14:08:37.000+0000,(604)617-1508,(604) 617-1508,bill@indesignfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWcdXYAS,False,,24811279,0030A0000029lHFQAY,0010A000002w8SSQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Unlocked account and password reset,Medium,"User received Err-W1283 when logging into her account, Authenticated user and assist.
KB0021888
email===============================================================

Hello Elly,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with your login issue.
On our call today we unlocked your account and reset your password.
You were able to change your passowrd and acess your Workpsace account succesfully.
If you need more assistance, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T14:38:29.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-30T14:25:38.000+0000,005OH00000AZ3ZxYAL,2025-12-30T14:38:29.000+0000,005OH00000AZ3ZxYAL,2025-12-30T14:38:29.000+0000,(416)707-6464,,erichmond@rogers.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWdeWYAS,False,,24813823,0030A00000B8I0cQAF,0010A00000BiY6BQAV,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,2/3 deposits went through for Clinberg client and 3rd will be going out tonight. Wants to make sure it's counted towards the bonus program.,True,2025-12-30T15:24:19.000+0000,False,False,005OH000003ds0PYAQ,2025-12-30T15:24:19.000+0000,005OH000003ds0PYAQ,2025-12-30T18:58:09.000+0000,005OH000003ds0PYAQ,2025-12-30T18:58:09.000+0000,(905)415-2214,,michael@financialinsuranceconsultants.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWePHYA0,False,,24813311,0030A0000029VZpQAM,0010A000002vvSXQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Unable to access placing documents for client in NBN -,Medium,"****DDS****December 30, 2025****Samantha
user is unable to access the placing documents for application 60922935-7 in NBN. Policy 69106980P was issued December 17, 2025.

according to our knowledge, if this is a policy that was submitted within the past 60 days, the app should be visible in NBN.

==================================================================================================

User is not able to see a policy in his MGA account that was just issues. Application submitted on Nov.27/25. 
Called Assist (Samantha) - Issue being escalated 

Code: D9865
Email: george@ranisaufinancial.ca 
Policy: 69106980p
Application: 60922935-7

***********************************************************************
Hello George,

Thank you for your patience while our digital partners investigate the issue you have accessing your client’s placing documents in New Business.

Our team has retriggered the placing documents for your client’s policy, and you should now be able to access them in New Business.

If there is anything else we can assist you with, please do not hesitate to reach out.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Distribution Digital Support Specialist 
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 30, 2025 9:48 AM
To: Ranisau, George <george@ranisaufinancial.ca>
Subject: Workspace Support C24813311 / INC1950063 - Policy application 

Good morning, George 

Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding your submitted application!
 
Regarding the missing application in New Business Web App on Workspace, I have requested this issue to be escalated to the Digital Lab team to investigate. Once we here back we will follow up with you, thank you for your patience on the matter! 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T15:45:51.000+0000,False,False,005OH000002iN7pYAE,2025-12-30T15:13:30.000+0000,005OH00000BG5v4YAD,2025-12-30T22:36:26.000+0000,005OH000002iN7pYAE,2025-12-30T22:36:26.000+0000,(519)572-6560,,george.ranisau@freedom55financial.com,(519)650-5634,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWfwMYAS,False,,24811664,0030A0000029pA4QAI,0010A000002wBg9QAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Banking Change - and cannot see Policy Number: 33064161,Medium,"***DDS*** 12/30/25
Name: MINA AO IEONG
Phone: 
Agent code: H0839
Reference: 
Advisor name: MEI LAU

Hello Mina,

Thank you for contacting the Workspace support group regarding Banking change and Policy 33064161 not visible in your Workspace.

For Banking information updates/status please contact Client services at 1-888-252-1847.

In regards to Policy 33064161 not visible in your Workspace, please have the Advisor associated with agent code H0839 grant you TPA acess.   (TPA form attached)

Please have the advisor complete the TPA form and send to distribution_methodology@canadalife.com as per the form instructions.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: CANINDSERV <CANINDSERV@canadalife.com> 
Sent: December 29, 2025 6:33 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: FOLLOW UP: Banking Change - Insured: HUANG, NIU ZAI; Carrier: Canada Life / Canada-Vie; Policy Number: 33064161

Please handle inquiry for workspace .

Thank you 

Central services and strategy- NB
Services centraux et stratégie
Phone : 1-888-252-1847

 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: Ao Ieong, Mina <Mina.AoIeong@financialhorizons.ca> 
Sent: December 23, 2025 1:23 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: FOLLOW UP: Banking Change - Insured: HUANG, NIU ZAI; Carrier: Canada Life / Canada-Vie; Policy Number: 33064161

Hi,

This is to follow up on the banking change request I submitted on December 18. Please let me know if there are any updates or if further information is needed.

Additionally, I am unable to access this policy in Workspace and was wondering if it is under agent code H0839. Please advise.

Thank you.

Best regards,

 	Mina Ao Ieong
Inforce Specialist / Branch Office Coordinator – Richmond branch
Financial Horizons
T: 604.233.0123 x4655 | TF: 1.877.723.0123 x4655
	Visit financialhorizons.com | LinkedIn | Facebook | X


	This communication is governed by the disclaimer found on our website at www.financialhorizons.com/privacy

Please note, that all Financial Horizons field offices will be closed Wednesday, December 24 at noon (local time), through to and including Friday, December 26, 2025, and January 1, 2026. We are open for regular business on Monday December 29 through December 31, 2025.

From: Ao Ieong, Mina 
Sent: December 18, 2025 8:41 AM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: Banking Change - Insured: HUANG, NIU ZAI; Carrier: Canada Life / Canada-Vie; Policy Number: 33064161

Hello,

Please process the attached banking change request. Please confirm once completed or if anything further is required.

Thank you.

Best regards,

 	Mina Ao Ieong
Inforce Specialist / Branch Office Coordinator – Richmond branch
Financial Horizons
T: 604.233.0123 x4655 | TF: 1.877.723.0123 x4655
	Visit financialhorizons.com | LinkedIn | Facebook | X


	This communication is governed by the disclaimer found on our website at www.financialhorizons.com/privacy

Please note, that all Financial Horizons field offices will be closed Wednesday, December 24 at noon (local time), through to and including Friday, December 26, 2025, and January 1, 2026. We are open for regular business on Monday December 29 through December 31, 2025.",True,2025-12-30T14:35:57.000+0000,False,False,005OH00000BGeeHYAT,2025-12-30T14:35:57.000+0000,005OH00000BGeeHYAT,2025-12-30T14:35:58.000+0000,005OH00000BGeeHYAT,2025-12-30T14:35:58.000+0000,(778)883-9628,(778) 883-9628,vienn624@hotmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWgHTYA0,False,,24814358,0030A0000029VhCQAU,0010A000002vvZQQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Login,Medium,"•	Reason for call: Didnt know what the ws website was
Authentication: Yes/No, which rotation: no
•	Troubleshooting steps completed: gave her the website 
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): not applicable

==============================
Hello Leigh, 

Thank you for contacting Workspace Support. It was our pleasure in helping you access your account at workspace.canadalife.com. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Kanwal K.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T15:42:09.000+0000,False,False,005OH00000BFQFGYA5,2025-12-30T15:34:46.000+0000,005OH00000BFQFGYA5,2025-12-30T15:55:32.000+0000,005OH00000BFQFGYA5,2025-12-30T15:55:32.000+0000,(800)639-3675,,leigh.kershner@nbc.ca,(416)869-1498,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWgm2YAC,False,,24817403,,0015o000003wV6PAAU,,,,,,,0125o0000004MjyAAE,Closed,,Phone,,,Medium,"The customer wanted to switch their employee's Canada Life health and dental insurance plan to their own plan. The agent explained that the customer would need to speak to the cancellation team to cancel the existing plan, and they may be able to help the customer switch the plan. The agent offered to transfer the customer to the cancellation team.",True,2025-12-30T16:33:04.000+0000,False,False,005OH000007edoDYAQ,2025-12-30T16:29:31.000+0000,005OH000007edoDYAQ,2025-12-30T16:33:04.000+0000,005OH000007edoDYAQ,2025-12-30T16:33:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000007edoDYAQ,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWgxKYAS,False,,24816435,0030A0000029VE4QAM,0010A000002vvCPQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Account Access,Medium,"•	Reason for call: Cannot access WS account
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Completed iSAM password reset, sent reset password link via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification, KB0020563 
====================
Bonjour Francis, 

Merci d'avoir contacté le support Workspace. Nous avons été ravis de vous aider à accéder à votre compte Workspace.
Votre avis compte. Faites-nous savoir ce que vous avez pensé de la qualité du service aujourd'hui en remplissant un bref sondage.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance de Workspace par courriel à SoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-888-999-4516 du lundi au vendredi de 8h à 20h HNE.
   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt : Mises à jour – Solutions Conseillers. 
 
Lien pour plus d’informations sur SimplementProtégé: SimplementProtégé - Apprentissage et soutien 
 
Merci, 
  
Kanwal K.   
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-999-4516    
C: SoutiensEspaceAffaires@canadavie.com 
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T16:27:08.000+0000,False,False,005OH00000BFQFGYA5,2025-12-30T16:12:40.000+0000,005OH00000BFQFGYA5,2025-12-30T16:27:08.000+0000,005OH00000BFQFGYA5,2025-12-30T16:27:08.000+0000,(450)357-9496,(514) 705-0805,francis.frappier@finexia.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWiFyYAK,False,,24814064,0030A0000029klYQAQ,0010A000002w820QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0021888 - Assisted the advisor in resetting her MFA after going through the authentication process.
==================

Hi Candace,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-30T15:39:24.000+0000,False,False,005OH00000BFPZHYA5,2025-12-30T15:29:13.000+0000,005OH00000BFPZHYA5,2025-12-30T16:04:05.000+0000,005OH00000BFPZHYA5,2025-12-30T16:04:05.000+0000,(306)773-7285,(306) 741-7778,cgelleta@starkmarsh.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWjNJYA0,False,,24812143,0030A0000029pGKQAY,0010A000002wBl2QAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Access,Medium,"NAME: NARINDER SUDAN 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: 99371
PHONE: 
EMAIL: happyfinancial@outlook.com 
 
ISSUE: 
User is trying to register for workspace
 
AUTHENTICATION (If Required):
KB0020858 - authenticated user as a MGA advisor
Asked for their email and address instead of last log in
 
FINDINGS:
User already has a workspace account which they would need to sign into 
They were getti8ng err-w1284 even after password reset
KB0020562  - user needed to verify their account again. 
 
TROUBLESHOOTING/RESOLUTION:
Advised user to sign in through the workspace site
They could not remember their password so they had to reset the password. 
Connected to user through a logmein session.
Walked user through resetting the password
They were still getting an error that shows they did not verify their account when they first registered
Had to re-register them
Reset their ISAM password for access
Started registeration again which triggered the verification email
User was successfully able to log into their workspace account

 
EMAIL:
 
--------------------------------------***DDS DEC/30/2025***--------------------------
Hello Marinder,
Thank you for contacting Workspace Support about accessing your Workspace account.
On the call today, we determined that you do not have to register for a workspace account because you already have one. We connected through a LogMeIn session where I directed you to reset your password, verify your account and set up your authenticator. In the future, please log in to your account using the code derived from the verification app installed on your Microsoft edge browser.
Additionally, you can virtually send applications for your clients to send using the SimpleProtect app or the New Business WebApp. Once you complete the application, you will have the option to select how you want the client to complete their portion. You can send the application by email to be virtually signed by the client and then sent back to you to sign and send to head office.
If you have any more questions, let me know.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-30T15:31:43.000+0000,False,False,005OH00000BGf2TYAT,2025-12-30T14:49:10.000+0000,005OH00000BGf2TYAT,2025-12-30T15:31:43.000+0000,005OH00000BGf2TYAT,2025-12-30T15:31:43.000+0000,(416)434-8422,(416) 434-8422,happyfinancial@outlook.com,(905)799-9122,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWkzHYAS,False,,24812602,003G0000018f6gSIAQ,0010A000002wOgoQAE,,,,,,,012OH000000ijW5YAI,Open,,Email,,"Goodman, Joel - K063397T address change",Medium,"SL - Escalated to DAS for correction. INC1950594. Correction completed. Reached out to confirm.

***DDS*** 12/30/25
Name: TERRI BENT
Phone:
Agent code: 11894
Reference:
Advisor name: JOHN S TOMPKINS

===Email Chain===

Good morning Terri,

We’ve heard back from our digital lab that the address should be updated on Workspace for this policy. Please confirm when you have a moment.

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Warm regards, 
    
Eliese A.
Distribution Digital Support Specialist  
Distribution Digital Support
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas




From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 30, 2025 1:54 PM
To: Bent, Terri <terri@mmfp.ca>
Cc: Tompkins, John <john@mmfp.ca>
Subject: RE: 24812602 - RE: Goodman, Joel - K063397T address change - INC1950594


Hi Terri, 

Thank you for confirming this was a change done in 2022.    

I have escalated this issue to the second level team, someone will reach back as soon as we learn more.
 

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Terri Bent <terri@mmfp.ca> 
Sent: December 30, 2025 1:33 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Tompkins, John <john@mmfp.ca>
Subject: [EXT] 24812602 - RE: Goodman, Joel - K063397T address change

Good afternoon Vinh, we didn’t make any changes. The address was changed originally in 2022. Something appear to be incorrect. Client has not yet received his premium statement in the mail. Now that is not uncommon but the summary we printed
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Good afternoon Vinh, we didn’t make any changes.  The address was changed originally in 2022.  Something appear to be incorrect.  Client has not yet received his premium statement in the mail.  Now that is not uncommon but the summary we printed had incorrect information.  I think we should escalate now.  Thanks so much! 





***DDS*** 12/30/25
Name: TERRI BENT
Phone:
Agent code: 11894
Reference:
Advisor name: JOHN S TOMPKINS

Hi Terri, 

On our main system, the address is set to 163 Cresthaven Dr Halifax, NS B3M2E4

With that said changes can take 2-4 business days to sync across all systems.    Please wait a few more days and if the address has not updated on Workspace please let us know so we can escalate the issue.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Terri Bent <terri@mmfp.ca> 
Sent: December 30, 2025 10:50 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Tompkins, John <john@mmfp.ca>
Subject: [EXT] 24812602 - RE: Goodman, Joel - K063397T address change

It absolutely is not showing that address – see attached From: Workspace Support <WorkspaceSupport@ canadalife. com> Sent: December 30, 2025 11: 02 AM To: Terri Bent <terri@ mmfp. ca> Cc: John Tompkins <john@ mmfp. ca> Subject: 24812602
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    Report Suspicious     



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It absolutely is not showing that address – see attached 



***DDS*** 12/30/25
Name: TERRI BENT
Phone: 
Agent code: 11894
Reference: 
Advisor name: JOHN S TOMPKINS

Hi Terri,

Thank you for contacting the Workspace support group regarding address change for Joel Goodman.

I’m showing in the system that the address for Joel Goodman is 163 Cresthaven Dr Halifax, NS B3M2E4

Please check again, if you are not seeing this address please clear the cache and cookies from your web browser and check again.

How to clear Cache and Cookies data on Google Chrome:
 
Instructions
1.	Open the Google Chrome browser
2.	Select the 3 vertical dots in the top right-hand side of the browser
 
 
 
 
1.	Find the section called Privacy and Security and select Clear browsing data
 
 
 
 
 
 
1.	Ensure that Time Range is set to All Time, and the 2 checkmarks are in Cookies and other site data and Cached Images and Files.
 
 
 
1.	Please close and relaunch the browser.
 
 
How to clear Cache and Cookies data on Edge:
 
1.	Select three dots in the top right-hand corner and then ‘Settings’.
2.	Choose Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’.
3.	Change ‘Time Range’ to ‘All Time’.
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Select ‘Clear Now’.
 
 
 
 
 

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Terri Bent <terri@mmfp.ca> 
Sent: December 30, 2025 6:48 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Tompkins, John <john@mmfp.ca>
Subject: [EXT] Goodman, Joel - K063397T address change

Good morning, address was updated in WorkSpace on 23 Dec 202 but still has the old address. Please ensure this gets updated immediately. Client is not receiving his bills for this one. Thank you! 163 CRESTHAVEN DR HALIFAX, NS B3M 2E4 5 products
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    Report Suspicious     



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Good morning, address was updated in WorkSpace on 23 Dec 202 but still has the old address.  Please ensure this gets updated immediately.  Client is not receiving his bills for this one.  Thank you!

163 CRESTHAVEN DR HALIFAX, NS B3M 2E4
5 products


 

TERRI BENT, ACS | EXECUTIVE ASSISTANT
MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 
6174 Quinpool Road  Halifax  NS  B3L 1A3 
Work:  902.431.7526 x8 |  Fax: 902.431.9514 
terri@mmfp.ca
www.matthewsmcdonough.com <http://www.matthewsmcdonough.com>  
 
""If you no longer want to receive these messages, click the word unsubscribe to email a request to me.""
 
Looking for quick access to info about your investments, savings, and insurance products?
 
Register for My Canada LifeTM today to find everything in one convenient place!",False,,False,False,0050A000000qsPeQAI,2025-12-30T14:58:53.000+0000,005OH00000BGeeHYAT,2026-01-05T16:47:48.000+0000,0050A000000qsPeQAI,2026-01-05T16:47:48.000+0000,(902)431-7526,,john@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0050A000000qsPeQAI,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWnHCYA0,False,,24812633,003G0000018f6efIAA,0010A000002wOchQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Insurance Client List Report,Medium,"***WRS 2025-12-30***
User requested insurance client list for critical illness.
WRS provided insurance client list and filtered information in Excel to only include critical illness listings.

***Email Chain***
Bonjour Katia,

Ce courriel est en relation à la demande d’une liste de clients d’assurances. Veuillez trouver le rapport créé attaché. Un courriel avec le mot de passe du document Excel sera envoyé après ce message.

Notez que nous avons filtré ce document Excel sur la colonne Product Kind pour seulement inclure les assurances de maladie grave (critical illness). Si vous voulez voir la liste de clients au complet, vous pouvez enlever ce filtre.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Justin 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
Bonjour Katia,

Comme mentionné dans mon courriel précédent, veuillez voir le mot de passe pour le document Excel envoyé :
K6EH81HM

Veuillez noter que le mot de passe est sensible aux majuscules et minuscules.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Justin 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  




Bonjour Katia,

Merci pour votre réponse et pour le code de conseiller. Nous pouvons créer le rapport et le filtrer pour uniquement inclure les clients qui ont une assurance de maladie grave. Notez que ce rapport est malheureusement seulement disponible en anglais.

Nous allons envoyer le rapport et le mot de passe du document dans un autre courriel.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   

En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Justin 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  



From: Katia Robitaille <krobitaille@claudelegault.ca> 
Sent: December 30, 2025 8:28 AM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: [EXT] Re: RE: IMPORTANT Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073 - Cas 24803750

Bonjour Est-ce que c'est possible obtenir la liste de seulement ceux qui ont une assurance maladie grave avec la date d'émission? conseiller Claude Legault W5397 Merci -- Katia Robitaille Coordonnatrice - Relation Clients 1635 rue Sherbrooke
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Bonjour
 
Est-ce que c'est possible obtenir la liste de seulement ceux qui ont une assurance maladie grave avec la date d'émission?
 
conseiller Claude Legault W5397
 
Merci
--
Katia Robitaille
Coordonnatrice - Relation Clients

 

1635 rue Sherbrooke Ouest, bureau 400
Montréal (Québec)  H3H 1E2
Téléphone: 438 968-2130 poste 6106
Télécopieur: 438 968-2131
krobitaille@claudelegault.ca
 
Site web www.claudelegault.ca
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. Les renseignements personnels que vous soumettez seront transmis à un serveur Web nord-américain, où ils pourraient être assujettis ( dans de très rare cas) à une divulgation en vertu de la législation américaine. Si vous ne souhaitez pas que vos renseignements personnels soient transmis de cette façon, veuillez utiliser une autre option pour l’envoi des renseignements, p. ex. nous les communiquer par télécopieur, nous téléphoner.
 
----------Message original---------- 
De : BusinessReporting<BusinessReporting@canadalife.com>
À : Katia Robitaille<krobitaille@claudelegault.ca>
Date/Heure : 2025-12-29 16:19:59
Sujet : RE: IMPORTANT Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073 - Cas 24803750
Bonjour Katia,
 
Nous avons reçu votre demande pour une liste de clients qui auront un remboursement des primes 100% en 2026 sur leur assurance maladies graves. Malheureusement, nous ne sommes pas capables de créer ce type de rapport car cette information n’est pas disponible dans notre système de rapport.
 
Par contre, nous pouvons créer une liste de clients d’assurance. Nous ne pouvons malheureusement pas ajouter l’information que vous cherchez à ce rapport. Si vous voulez cette liste de client, répondez à ce courriel avec le(s) code(s) de conseiller de Claude Legault et nous pourrons vous le fournir.
 
Nous sommes très désolés pour l’inconvénient.
 
Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe de rapports commerciaux par courriel ou par téléphone au 1-888-532-3322 du lundi au vendredi de 9h à 17h HNE.   
 
En répondant à cette demande, tout renseignement personnel que vous fournissez sera utilisé conformément à notre politique de protection des renseignements personnels et pour gérer la relation que nous avons avec vous. Pour en savoir plus, consultez canadavie.com/confidentialite. 
 
Merci, 
  
Justin 
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-888-532-3322 
C: BusinessReporting@canadalife.com  
 
  
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
  
 
 
 
From: MTLINDCCTR <MTLINDCCTR@canadalife.com>
Sent: December 29, 2025 3:45 PM
To: BusinessReporting <BusinessReporting@canadalife.com>
Subject: FW: IMPORTANT Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073
Importance: High
 
Bonjour,
Veuillez svp procréer à cette demande de liste des clients.
Merci et bonne journée.
 
 
En répondant à cette demande, tout renseignement personnel que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadalife.com/fr/confidentialite.
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy.
 
Marouène Ouannès
(He/Him/Il)
Adjoint au Service à la Clientèle, Services centralisés et Stratégie, Gestion du patrimoine individuel et Solution d’assurance
Client Service Assistant, Central Services and Strategy, Individual Wealth and Insurance Solutions
100 Osborne Street North 3C
Winnipeg, MB, R3C 1V3   
Phone / Téléphone: (204) 934-4732
Email / Courriel: marouene.ouannes@canadalife.com
 
 
 
 
Visit canadalife.com  Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
 
 
From: Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com>
Sent: December 24, 2025 7:31 AM
To: MTLINDCCTR <MTLINDCCTR@canadalife.com>
Subject: FW: IMPORTANT Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073
Importance: High
 
Hi,
 
Would you please handle?
 
Thank you,
Insurance Client Service Operations & Customer Service, Individual Wealth and Insurance Solutions
Service à la clientèle Assurance Exploitation & Service à la clientèle, Assurance vie, Gestion du patrimoine individuel et Solution d’assurance 
Phone : 1-888-252-1847
  
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
VT
 
From: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Sent: December 19, 2025 3:51 PM
To: Inforce Life Client Service-London <InforceLifeClientServiceLondon@canadalife.com>
Subject: FW: IMPORTANT Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073
Importance: High
 
Received in Wealth.
Redistributing.
 
ISP Customer Care
 
 
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Rendez-vous au : canadavie.com  Suivez-nous sur : Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Katia Robitaille <krobitaille@claudelegault.ca>
Sent: December 19, 2025 2:37 PM
To: ISP Customer Care <ISP_Customer_Care@canadalife.com>
Subject: [EXT] IMPORTANT Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073
Importance: High
 
Bonjour, L'équipe de Distribution Digital Support m'a référé à vous pour ma demande car ils ne sont pas en mesure de sortir les informations demandées. Serait-il possible d'obtenir la liste de tous nos clients qui auront un remboursement des
 
Bonjour,
L'équipe de Distribution Digital Support m'a référé à vous pour ma demande car ils ne sont pas en mesure de sortir les informations demandées.
Serait-il possible d'obtenir la liste de tous nos clients qui auront un remboursement des primes 100% en 2026 sur leur assurance maladies graves?
Claude Legault, notre conseiller, en aurait besoin pour mardi prochain. Désolé pour le court délais.
Information nécessaire sur le fichier:
Nom
#police
Date Remboursement des primes 100%
Montant du remboursement
Montant de la Couverture Maladies Graves
merci de votre aide,
--
Katia Robitaille
Coordonnatrice - Relation Clients

 

1635 rue Sherbrooke Ouest, bureau 400
Montréal (Québec) H3H 1E2
Téléphone: 438 968-2130 poste 6106
Télécopieur: 438 968-2131
krobitaille@claudelegault.ca
Site web www.claudelegault.ca
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. Les renseignements personnels que vous soumettez seront transmis à un serveur Web nord-américain, où ils pourraient être assujettis ( dans de très rare cas) à une divulgation en vertu de la législation américaine. Si vous ne souhaitez pas que vos renseignements personnels soient transmis de cette façon, veuillez utiliser une autre option pour l’envoi des renseignements, p. ex. nous les communiquer par télécopieur, nous téléphoner.
----------Message original----------
De : Workspace Support
À : Katia Robitaille
Cc : ""Rivard, Emilie""
Date/Heure : 2025-12-19 13:23:26
Sujet : RE: Liste client RP en 2026 - BESOIN MAX 23 DEC 2025 - C24677073
Bonjour Katia,
Merci d’avoir contacté l’équipe du support technique de l’Espace affaires.
Malheureusement, ce type de rapport n’est pas disponible dans Espace affaires puisque les données qui seraient nécessaires pour produire ce rapport ne sont pas hébergées dans la base de données d’Espace affaires.
Je sais que isp_customer_care@canadalife.com peut fournir des rapports pour les conseillers. J’ignore si leurs rapports contiennent l’information que vous recherchez mais vous pouvez leur envoyer un courriel pour voir si leurs rapports contiennent ce que vous avez de besoin.
Bonne journée!
J’espère que vous êtes satisfait de mon service. Si vous avez quelques secondes à nous donner, je vous serais très reconnaissant de remplir ce bref sondage : cliquez ici.
Carl Dombrowski
Digital Distribution Support Specialist
Distribution Digital Support
Canada Operations
carl.dombrowski@canadalife.com
 
Visit canadalife.com Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.
From: Rivard, Emilie
Sent: Thursday, December 18, 2025 3:03 PM
To: Workspace Support
Cc: Robitaille, Katia
Subject: TR: Liste client RP en 2026 - BESOIN MAX 23 DEC 2025
Importance: High
Bonjour l’équipe de l’Espace Affaires,
J’espère que vous allez bien!
Pourriez-vous aider Katia ci-dessous à produire le rapport demandé ci-dessous dans l’Espace Affaires ?
Merci et bonne journée 😊,
Émilie Rivard
Consultante, Développement des affaires | Business development consultant
emilie.rivard@conseilscanada.com | emilie.rivard@advicecanada.com
514 878-6178
Vacances à venir | Upcoming vacation :
Du 24 décembre 2025 au 2 janvier 2026 inclusivement
From December 24, 2025 to January 2, 2026
 Prendre rendez-vous avec moi | Book an appointment with me
 
Conseils Canada n’est pas une entité juridique. Il s’agit d’une plateforme de soutien pour les conseillers de la Financière Horizons, les représentants en investissement des Services d’investissement Quadrus ltée et les conseillers détenant un contrat direct avec La Compagnie d’Assurance du Canada sur la Vie (les « compagnies »). Les membres de l’équipe de Conseils Canada agissent à titre de représentants d’une ou de plusieurs des compagnies. IPC Valeurs mobilières, IPC Gestion du patrimoine, LP Financial Planning Services Ltd. et Value Partners Investments Inc. sont des sociétés affiliées aux compagnies qui offrent une gamme de solutions de gestion du patrimoine.
Les renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels.
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
Any personal information you provide will be used in accordance with our privacy policy.
Vidéos tutorielles sur Bluesun Conseiller on Vimeo
Tutoriel vidéo RepVision sur Vimeo
Bluesun Advisor Video Tutorials on Vimeo
RepVision Video Tutorials on Vimeo
De : Katia Robitaille
Envoyé : 18 décembre 2025 14:58
À : Rivard, Emilie
Objet : [EXT] Liste client RP en 2026 - BESOIN MAX 23 DEC 2025
Importance : Haute
Bonjour Émilie, Serait-il possible d'obtenir la liste de tous nos clients qui auront un remboursement des primes 100% en 2026 sur leur assurance maladies graves? Claude en aurait besoin pour mardi prochain. Désolé pour le court délais. Information
Bonjour Émilie,
Serait-il possible d'obtenir la liste de tous nos clients qui auront un remboursement des primes 100% en 2026 sur leur assurance maladies graves?
Claude en aurait besoin pour mardi prochain. Désolé pour le court délais.
Information nécessaire sur le fichier:
Nom
#police
Date Remboursement des primes 100%
Montant du remboursement
Montant de la Couverture Maladies Graves
merci de ton aide,
--
Katia Robitaille
Coordonnatrice - Relation Clients

 

1635 rue Sherbrooke Ouest, bureau 400
Montréal (Québec) H3H 1E2
Téléphone: 438 968-2130 poste 6106
Télécopieur: 438 968-2131
krobitaille@claudelegault.ca
Site web www.claudelegault.ca
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. Les renseignements personnels que vous soumettez seront transmis à un serveur Web nord-américain, où ils pourraient être assujettis ( dans de très rare cas) à une divulgation en vertu de la législation américaine. Si vous ne souhaitez pas que vos renseignements personnels soient transmis de cette façon, veuillez utiliser une autre option pour l’envoi des renseignements, p. ex. nous les communiquer par télécopieur, nous téléphoner.",True,2025-12-30T14:59:40.000+0000,False,False,005OH00000AX0rVYAT,2025-12-30T14:59:40.000+0000,005OH00000AX0rVYAT,2025-12-30T15:03:59.000+0000,005OH00000AX0rVYAT,2025-12-30T15:03:59.000+0000,(438)968-2130,,clegault@claudelegault.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWs0kYAC,False,,24814609,0030A000002CnR0QAK,0010A000002zLDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Support staff wants access to advisors account.
******************
Hi Pamlea       , thank you for contacting the workspace support today.

 We’re here to make supporting your advisor as smooth as possible, while keeping their account secure.
We’re unable to assist you with the advisor’s access to Workspace, we need to confirm the request is authorized by the account holder/advisor.

If you are having any issues, please let me know in your response.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T16:01:29.000+0000,False,False,005OH00000BFQFCYA5,2025-12-30T15:38:57.000+0000,005OH00000BFQFCYA5,2025-12-30T16:01:29.000+0000,005OH00000BFQFCYA5,2025-12-30T16:01:29.000+0000,(604)970-5565,,lchong@telus.net,(604)322-7891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWsX0YAK,False,,24814765,003G000001IkUz9IAF,0010A000002wSC6QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Reset RepNet Password - Product Illustrator Access,Medium,"•	Reason for call: Reset repnet id password
Authentication: Yes/No, which rotation: Yes, DEC
•	Troubleshooting steps completed: guided user to reset repnet id password via repnet
•	Email correspondence: see below
•	Source of triage (e.g., “As per KBA001234”): Identification
=======================
Hello Antonia, 

Thank you for contacting Workspace Support. It was our pleasure in helping you restore access to your Product Illustrator for desktop. 

A gentle reminder that you can change your password on repnet1.canadalife.com. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T16:01:48.000+0000,False,False,005OH00000BFQFGYA5,2025-12-30T15:41:58.000+0000,005OH00000BFQFGYA5,2025-12-30T16:03:13.000+0000,005OH00000BFQFGYA5,2025-12-30T16:03:13.000+0000,(514)697-5800,(514) 951-2746,phil.mancini@smwm.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWsn8YAC,False,,24813965,003G0000018f6uvIAA,0010A000002wOwoQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor locked themselves out their workspace.
************
Hi Roger , thank you for contacting the workspace support today.

To recap our call, I sent you an email to have your password reset as you were locked out of Workspace.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T15:35:18.000+0000,False,False,005OH00000BFQFCYA5,2025-12-30T15:27:07.000+0000,005OH00000BFQFCYA5,2025-12-30T15:35:19.000+0000,005OH00000BFQFCYA5,2025-12-30T15:35:19.000+0000,(403)614-5128,(403) 614-5128,roger@broekefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWtBLYA0,False,,24815419,0030A0000029Us5QAE,0010A000002vuvEQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 30th, 2025 ***
User wants to create their own account. Sent steps on registration following KB0017316  
=================
Bonjour Anik, 

C’était un plaisir de vous parler aujourd’hui pour vous aider à créer votre propre compte Espace Affaires.

La première chose à faire serait pour Danny de remplir ce formulaire attaché pour vous autoriser à accéder à ses clients sous son/ses code(s) de conseiller. Vous pourrez ensuite l’envoyer à distribution_methodology@canadalife.com pour demander un code d’activation pour pouvoir créer votre compte.

Une fois ce courriel reçu avec le code d’activation, vous pourrez suivre les étapes suivantes :
 
Étape 1 : Allez sur la page d’inscription : https://espaceaffaires.canadavie.com/inscription et cliquez sur « Créer votre nom d’utilisateur)
 
 
 
 
Étape 2 : Cliquez sur « Inscrivez vous dès maintenant »
 
 
 
 
 
Vous allez ensuite pouvoir confirmer votre nom, prénom, le code de conseiller auquel vous allez accéder et le code d’activation reçu.
Vous allez enfin créer un nom d’utilisateur (exemple : VotreNom123!) ainsi qu’un mot de passe et choisir une question de sécurité. Il faudra ensuite attendre 48h pour pouvoir terminer l’inscription en retournant sur la page de l’étape 1 et inscrire votre nom d’utilisateur et mot de passe.
 
Si vous avez d’autres questions ou si vous êtes bloquée à une de ces étapes, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-30T16:01:00.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-30T15:54:48.000+0000,005OH00000AbJ7aYAF,2025-12-30T16:07:22.000+0000,005OH00000AbJ7aYAF,2025-12-30T16:07:22.000+0000,(819)243-6497,8199218185,danny.tremblay@iggpp.ca,(514)822-1031,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWuCFYA0,False,,24814530,003OH00000QVidoYAD,001OH00000WG1DwYAL,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Dealer Auto Rebalancing Failure Analysis Report provided,Medium,"report provided 

**EMAIL**

Hi Pierre,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
JL4XC7LSFR

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

 


Your feedback makes a huge difference in how we support you and others in the future. Please let us know how I did today. Please click >here< to complete a very short survey.

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Good morning Pierre,

Please find the attached file of the requested list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure on Investment Centre. A separate Password Email will follow to access this password-protected Excel file.


We are all ears! Tell us what you love (or did not love) about your recent interaction with us. Please click >here< to complete a very short survey. 

Thank you 😊,

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.   
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy. 
 
Carmen C
Distribution Digital Support Specialist 
Distribution Digital Support (DDS) 
Canada Operations 
P: 1-888-532-3322 
E: WealthReportingSupport@canadalife.com  
 
Visit canadalife.com   Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram 
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present. 
 
Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


Hello,
A new form response has been received requesting a list of clients' Dealer auto rebalancing services that are currently set to fail, along with the reasons for failure. The details are as follows:

Request 1:
Advisor: Pierre Joanette
Code: 18993

Please email it to pierre.joanette@consilio.ca





Hi, 

Report Q502 Dealer Auto Rebalancing Failure Analysis JOANETTE, PIERRE 9917-18993 is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-30T15:37:45.000+0000,False,False,005OH0000071DK9YAM,2025-12-30T15:37:45.000+0000,005OH0000071DK9YAM,2025-12-30T15:37:46.000+0000,005OH0000071DK9YAM,2025-12-30T15:37:46.000+0000,(613)258-9150,,pierre.joanette@consilio.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH0000071DK9YAM,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWy7nYAC,False,,24816455,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,source of funds corrected.,True,2025-12-30T16:25:42.000+0000,False,False,005OH000006uYrkYAE,2025-12-30T16:13:06.000+0000,005OH000006uYrkYAE,2025-12-30T16:25:42.000+0000,005OH000006uYrkYAE,2025-12-30T16:25:42.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iWzBxYAK,False,,24817392,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,halt trade added,True,2025-12-30T16:35:57.000+0000,False,False,005OH000006uYrkYAE,2025-12-30T16:29:23.000+0000,005OH000006uYrkYAE,2025-12-30T16:35:58.000+0000,005OH000006uYrkYAE,2025-12-30T16:35:58.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iX2D6YAK,False,,24823105,0030A0000029eDOQAY,0010A000002w2cBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Policy without comp code in Copilot,Medium,"Issue: Policy without comp code in Copilot
Email: jaclyn@parkplacefinancial.ca
KBA used: KB0020502
Findings: Policy is not associated to a comp code in Copilot
Troubleshooting steps involved: see below
=========================emails============================
Hi Jaclyn, 

Thank you for contacting Workspace Support with your issue linked to the policy below. 

Please inform the advisor linked to  compensation code A5870  to contact  Contracts & Licencing by email at canadalife.contracts&licensing@canadalife.com if they believe this policy should be under them. This policy is currently not assigned to any advisor. So this department will help the advisor assess the issue and correct it (if applicable). 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 








From: Jaclyn Cross <jaclyn@parkplacefinancial.ca> 
Sent: Tuesday, December 30, 2025 9:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] IRWIN, S Denise - Plan on Workspace

Good morning, Can you please ensure that Denise’s plan is under code A5870 on WORKSPACE? It currently shows Jason Begg as the servicing advisor. I cannot upload documents. Thank you, Vacation alert: I will be out of the office on December
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Good morning, 

Can you please ensure that Denise’s plan is under code A5870 on WORKSPACE?
It currently shows Jason Begg as the servicing advisor.

I cannot upload documents.

Thank you, 
 

 

Vacation alert: I will be out of the office on December 23rd & 24th.
 	Jaclyn Cross 
	Client Experience Specialist
	PPF Group of Companies
	101-270 George Street North
	Peterborough, ON, K9J 3H1 
	Office: (705) 748-5182 |Mobile: (705) 868-9078
	Email: jaclyn@parkplacefinancial.ca

	www.ppfgroup.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving the communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: we have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-30T18:07:51.000+0000,False,False,0055o000001zVCKAA2,2025-12-30T18:07:51.000+0000,0055o000001zVCKAA2,2025-12-30T18:07:59.000+0000,0055o000001zVCKAA2,2025-12-30T18:07:59.000+0000,(705)300-3507,,jmichie3@rogers.com,(877)749-7092,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iX3NaYAK,False,,24815823,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Investment Centre,Medium,VM left with field regardign halt trade on plan,True,2025-12-30T16:04:04.000+0000,False,False,005OH000006uYrkYAE,2025-12-30T16:02:04.000+0000,005OH000006uYrkYAE,2025-12-30T16:04:04.000+0000,005OH000006uYrkYAE,2025-12-30T16:04:04.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iX5UDYA0,False,,24816089,0030A000002CnR0QAK,0010A000002zLDHQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Simple protect application issue,Medium,"D1251 LAWRENCE CHONG

Pamela yee ASA needed information if they have access to their advior's new application web app. They were informed that they can create new applications. ASA tried to fill out the application and they were able to fill out.

Hello Pamela,

Thank you for calling workspace support team. I am so happy to take your call today.

In our today’s call, you needed assistance with starting a new application in new business web app. You have access to your advisor’s code D1251and you were able to start the application. Please reach out to us if you encounter any issues.  

I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
Link for more information on Simple Protect: SimpleProtect - Learning and support   
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
Manpreet K.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T16:50:42.000+0000,False,False,005OH00000BFiyTYAT,2025-12-30T16:06:40.000+0000,005OH00000BFiyTYAT,2025-12-30T16:51:05.000+0000,005OH00000BFiyTYAT,2025-12-30T16:51:05.000+0000,(604)970-5565,,lchong@telus.net,(604)322-7891,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iX5fXYAS,False,,24817250,0030A0000029XFCQA2,0010A000002vwrvQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Learning Centre Inquiry,Medium,"KB0017319 - Advisor was able to do the courses at the learning centre within workspace and just wanted to know where or how he can get the credits. Referred to learningcentreadministrator@canadalife.com for further assistance.
==================================

Hi Troy,

Thank you for contacting the workspace support about where or how you’ll be able to claim your credits after completing courses in the learning centre within workspace.

We have confirmed that you were able to access and complete your courses accordingly without any issues therefore we have referred you over to the team learningcentreadministrator@canadalife.com who could provide you proper guidance in claiming your credits for the completed courses.

We appreciate your time calling us today and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-30T16:36:44.000+0000,False,False,005OH00000BFPZHYA5,2025-12-30T16:26:50.000+0000,005OH00000BFPZHYA5,2025-12-30T16:45:01.000+0000,005OH00000BFPZHYA5,2025-12-30T16:45:01.000+0000,(708)806-1959,780 806 1959,troy.sfconcepts@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iX6RvYAK,False,,24819883,003OH00000JpZX3YAN,001OH00000OFo8WYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Registration,Medium,"User is inquiring in the process of registration. Has not registered for User ID yet. 

Email: fitz.shillingford@dfsin.ca 
Email: shillingford1971@gmail.com
Code: H3735
**************************************************************************************************
Good afternoon, Fitz
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding registration!
 
To register for all the major platforms including Workspace, please follow the instructions below to achieve a successful registration.

1.	You will need to register for a User ID before being able to register for Workspace. To register for a User ID (formerly Repnet ID), you will need an activation code. 
Please contact Distribution_Methodology@canadalife.com to request for your registration letter (activation code specifically) 

2.	Once you obtain an activation code from Distribution Methodology, please follow this link to register your User ID. Please select Register located at the lower half of the webpage. 
https://repnet1.canadalife.com/login/iiipRepNetLoginSelfCareWar/languageToggle.do?currentPage=/Logi…

3.	Once registered, you will need to wait 48 hours before you are able to register for Workspace. 
To complete your Workspace registration, please follow this link and select 'Register now'.
https://workspace.canadalife.com/

You will need to use your User ID credentials to complete registration for Workspace. 
*Please note after registration is complete, it can be up to 24-48 hours for clients to show in your Workspace profile. 
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T17:22:42.000+0000,False,False,005OH00000BG5v4YAD,2025-12-30T17:13:21.000+0000,005OH00000BG5v4YAD,2025-12-30T17:23:00.000+0000,005OH00000BG5v4YAD,2025-12-30T17:23:00.000+0000,(416)644-7321X3321,,shillingford1971@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iX9BGYA0,False,,24816852,0031600002N21EbAAJ,0010A000002wNbTQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support- Beneficiary,Medium,"KB0023193 - User inquiring when the beneficiary update will be reflected on Workspace. 

Email: admin@multigenwealth.ca 
Code: 34337
should be 3 contingent Beneficiary - showing only one beneficiary 
Policy: 110218564

***************************************************************************************
Good morning, Cinthya
 
Thank you for contacting the Workspace Support Team, it was great speaking with you today regarding the beneficiary!
 
Please note that beneficiary updates can take 3-5 business days to get updated on Workspace. If it is not updated by then please let us know and we can escalate the issue for you.  
 
If you have any questions or need further assistance, we’re here to help. 
 
I would really appreciate if you took a few seconds to complete the Survey to ensure we are meeting your expectations. This will help us improve our ability to serve you in the future. Thank you for your valuable time!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Antia J
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T16:35:19.000+0000,False,False,005OH00000BG5v4YAD,2025-12-30T16:20:00.000+0000,005OH00000BG5v4YAD,2025-12-30T16:35:19.000+0000,005OH00000BG5v4YAD,2025-12-30T16:35:19.000+0000,(647)249-6237,(647) 588-0132,mariano@multigenwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BG5v4YAD,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXCviYAG,False,,24820332,0030A0000029bKLQAY,0010A000002w0JGQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T17:21:16.000+0000,False,False,005OH00000BfonJYAR,2025-12-30T17:21:16.000+0000,005OH00000BfonJYAR,2025-12-30T17:21:16.000+0000,005OH00000BfonJYAR,2025-12-30T17:21:16.000+0000,(780)320-7582,(778) 320-7582,chriz1006@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXDEuYAO,False,,24819408,0030A0000029lSBQAY,0010A000002w8cgQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace inquiry-,Medium,"****************DDS************ 12/30/2025

User called to inquire about submitting documents through MGA workspace. advised user accordingly. 


*************email chain************

Hello Elio, 

    It was a pleasure assisting you today, the submit document’s function is not an option available through the MGA workspace. You will have to keep submitting documents the way you currently do.  If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T17:12:44.000+0000,False,False,005OH00000BFQFHYA5,2025-12-30T17:04:25.000+0000,005OH00000BFQFHYA5,2025-12-30T17:12:44.000+0000,005OH00000BFQFHYA5,2025-12-30T17:12:44.000+0000,(905)466-0347,(905) 466-0347,eliobarbati@netscape.net,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXEFnYAO,False,,24836970,003G0000018f72yIAA,0010A000002wP6IQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Locked User ID - Product Illustration Access Issue,Medium,"Caller Issue: Locked User ID - Product Illustration Access Issue 
Advisor or Support Staff: advisor
Email: bert@springleaf.ca
KBA used:  KB0023420  
Findings: locked LL id
Troubleshooting steps involved: unlocked their user id

===============emails=====================

Hi Noberto, 

Thank you for contacting Workspace Support with your Product Illustration access issue. 

Your User ID password has been reset. Please use the temporary password provided to you in our phone call. 

Next steps:

1.	Go to the Canada Life Self-Care page: Sign in | Canada Life

2.	Log in using your User ID and the temporary password provided to you during our phone call

o	If you are updating your London Life ID profile, add @llext after your ID (e.g., LL12345@llext).

3.	Once logged in, enter: 

o	Current Password: Temporary password provided on our phone call. 
o	New Password: Your chosen permanent password
o	Re-enter New Password: Confirm your new password

4.	Click Save Changes.

Password Rules:

•	8–12 characters
•	Must include upper and lower-case letters and numbers
•	Cannot be the same as your last five passwords
•	Cannot match your User ID or contain your name
•	No spaces allowed

After completing these steps, you can log in to the Product Illustrator with your new password. Note: You do not need to add @llext after your LL12345 number when logging into the Product Illustrator.

If you have any issues during this process, please reply to this email and we’ll be happy to assist.

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete our brief survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on Linkedn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T23:04:52.000+0000,False,False,0055o000001zVCKAA2,2025-12-30T22:47:40.000+0000,0055o000001zVCKAA2,2025-12-30T23:04:52.000+0000,0055o000001zVCKAA2,2025-12-30T23:04:52.000+0000,(250)718-7232,(250) 808-8298,bert@springleaf.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXF73YAG,False,,24823403,003G0000018f7EOIAY,0010A000002wPJBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Successor Holder issue on Workspace - Successor holder should be removed from policy - INC1950549,Medium,"****DDS****January 7, 2026

S/H removed as requested
===============================================================
***DDS Dec.30/2025***
Angela Mooney TFSA #410467112 – is still showing successor holder as the client's deceased husband.  Investment centre is correct but this issue on workspace was never corrected. Responded to the user and advised this has been escalated for further investigation and we would reach out as soon as we had an update. Gathered all the necessary supporting info and forwarded it to L2 email to have escalated and investigated further.

REF KB: KB0020059 / KB0023771

*****Email*****

Hello @Workspace Service Leaders,

Angela Mooney TFSA Policy 410467112 – is still showing the successor holder as the client's deceased husband.  Investment centre is correct but this issue on Workspace was never corrected. Please find below the necessary supporting info and screenshot to investigate this further.

SF URL: 0030A0000028xVZQAY
Advisor First Name: TERESA LYNN
Advisor Last Name: MUELLER
Advisor code: F1235
Policy Number:410467112
Clients Name: ANGELA C MOONEY
Workspace Policy URL: 02iOH000002B7SnYAK
Screenshot: Attached

 

Please let me know if you need further information – thanks for the help!

From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 30, 2025 11:21 AM
To: Mueller, Teresa (Mueller Financial Group Inc.) <Teresa@muellerfinancialgroup.ca>
Subject: RE: A. Mooney TFSA Successor Holder issue on Workspace - Case - 24823403

=======================================================================================

****Email Chain****

Hello Teresa,

As requested, we have gone ahead and removed your client’s Successor Holder from their policy details in Workspace. Log into Workspace at anytime to view.

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 30, 2025 12:21 PM
To: Mueller, Teresa (Mueller Financial Group Inc.) <Teresa@muellerfinancialgroup.ca>
Subject: RE: A. Mooney TFSA Successor Holder issue on Workspace - Case - 24823403

Hello Teresa,

Thanks for contacting the Workspace Support team regarding the TFSA policy 410467112 still showing the successor holder as the client’s deceased husband.

We have gone ahead and escalated this for further investigation. We will reach out to you directly as soon as we have an update.

If you have any additional questions or require further support, please do not hesitate to reach out to us.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Teresa Mueller <Teresa@muellerfinancialgroup.ca> 
Sent: December 30, 2025 7:52 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] A. Mooney TFSA Successor Holder issue on Workspace - Case - 24823403

Hello, Angela Mooney TFSA #410467112 – is still showing successor hold of her deceased husband. Investment centre is correct but this issue on workspace was never corrected. Please remove successor holder as it is upsetting to the client
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello, 

Angela Mooney TFSA #410467112 – is still showing successor hold of her deceased husband.  Investment centre is correct but this issue on workspace was never corrected.  Please remove successor holder as it is upsetting to the client to see this on the summary.

Regards,

Teresa Mueller
Mueller Financial Group Inc.
Insurance Advisor  & Investment Representative
18 Catalpa Court
Grimsby, ON L3M 0B1         Cell: 905-517-9117
 
Quadrus Investment Services Ltd.
 
Affiliated with Canada Life
 
Teresa@muellerfinancialgroup.ca   Website:  www.muellerfinancialgroup.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present",True,2025-12-30T18:13:05.000+0000,False,False,005OH000002iN7pYAE,2025-12-30T18:13:05.000+0000,005OH00000BFQFBYA5,2026-01-07T17:24:35.000+0000,005OH000002iN7pYAE,2026-01-07T17:24:35.000+0000,(905)517-9117,(905) 517-9117,teresa@muellerfinancialgroup.ca,(519)650-8114,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXFRzYAO,False,,24821536,0030A0000029ZfyQAE,0010A000002vyulQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Login Assistance,Medium,"NAME: BARBARA BRYCH 
ADVISOR OR SUPPORT STAFF: Advisor
ADVISOR CODE: C1452 
PHONE: +1 250-352-2254 
EMAIL: barbara.brych@edwardjones.com 
 
ISSUE: 
Needed help with signing into their workspace  
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
They were trying to register instead of sign in 
 
TROUBLESHOOTING/RESOLUTION:
 directed them to the correct site to sign in
 
EMAIL:
 
--------------------------------------***DDS DEC/30/2025***--------------------------
No email sent.
Brief call where caller self resolved.",True,2025-12-30T17:46:10.000+0000,False,False,005OH00000BGf2TYAT,2025-12-30T17:41:39.000+0000,005OH00000BGf2TYAT,2025-12-30T17:46:10.000+0000,005OH00000BGf2TYAT,2025-12-30T17:46:10.000+0000,(250)352-2254,,barbara.brych@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXFa8YAG,False,,24820286,0030A0000095iUUQAY,0010A00000A2ndgQAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Submit  documents,Medium,"*12/30*
----------------
trying to submit a document to workspace one time eft payment withdrawl
function does not exist for MGANA advisors and is going away with the decomission for the people who previously had the ability to submit documents. 
Alexander Robinson 
Cam - 
*email*
----------------
Good afternoon Alexander, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were told by the client service centre representative that you could or should be able to submit documents through Workspace. We tried to guide you to the place where the button should be, but this option was not available in Workspace since the button is missing. We will try to make sure the previous person gets some direction on this since they provided you incorrect information. If you have any questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-31T00:15:36.000+0000,False,False,005OH000008919xYAA,2025-12-30T17:20:37.000+0000,005OH000008919xYAA,2025-12-31T00:15:36.000+0000,005OH000008919xYAA,2025-12-31T00:15:36.000+0000,(905)306-0031,(647) 802-2232,alexander.robinson@ig.ca,(905)306-0039,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXI6aYAG,False,,24822505,0030A0000029kEGQAY,0010A000002w7amQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/30*
----------------
c2005
unlocked in SF, 
able to log in now 

*email*
----------------
Good afternoon Yi Lin, 

Thank you for contacting the Workspace Support Team with your inquiry. 

While logging into Workspace you received ERR W1283 which refers to your account being locked. We were able to unlock your account and you could log in successfully. If you have any questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T23:33:11.000+0000,False,False,005OH000008919xYAA,2025-12-30T17:57:29.000+0000,005OH000008919xYAA,2025-12-30T23:33:11.000+0000,005OH000008919xYAA,2025-12-30T23:33:12.000+0000,(604)261-2123X107,(604) 388-6866,shouyilin@hotmail.com,(604)261-2193,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXJDrYAO,False,,24820812,003G0000018f7sjIAA,0010A000002wPyzQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Digital seg fund application,Medium,"Support staff would like to view the application.
**************
Hi Sandy, thank you for contacting the workspace support today.

To recap our call, you wanted information on how to view your submitted DFSA application you can access through this link or you can contact the service centre 1-888-724-3680.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Adanne C.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T17:41:00.000+0000,False,False,005OH00000BFQFCYA5,2025-12-30T17:29:19.000+0000,005OH00000BFQFCYA5,2025-12-30T17:44:39.000+0000,005OH00000BFQFCYA5,2025-12-30T17:44:39.000+0000,(416)756-8672,(416) 451-3242,jim@helkiefinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXKwLYAW,False,,24824604,0030A0000029bAuQAI,0010A000002w0CjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T18:31:27.000+0000,False,False,005OH00000BfjndYAB,2025-12-30T18:31:27.000+0000,005OH00000BfjndYAB,2025-12-30T18:31:28.000+0000,005OH00000BfjndYAB,2025-12-30T18:31:28.000+0000,(888)517-7748,(604) 315-2844,brett.romano@coastcapitalsavings.com,(604)953-4300,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXN4cYAG,False,,24821335,0030A0000029a7dQAA,0010A000002vzKuQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T17:38:17.000+0000,False,False,00516000007Qeg2AAC,2025-12-30T17:38:17.000+0000,00516000007Qeg2AAC,2025-12-30T17:38:17.000+0000,00516000007Qeg2AAC,2025-12-30T17:38:17.000+0000,(416)728-9366,(416) 728-9366,fortunelifeclub@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,00516000007Qeg2AAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXNm5YAG,False,,24819702,0030A0000029kA8QAI,0010A000002w7WsQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"KB0017316 - assisted advisor in registering to workspace after going through the authentication process.
=================

Hi Stuart,

Thank you for contacting the workspace support about registering to workspace.

We have confirmed that a username has been created for you and we were able to successfully register to workspace. We can also confirm that you were able to access workspace this time.

We appreciate your patience and time going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-30T17:28:03.000+0000,False,False,005OH00000BFPZHYA5,2025-12-30T17:09:56.000+0000,005OH00000BFPZHYA5,2025-12-30T17:31:50.000+0000,005OH00000BFPZHYA5,2025-12-30T17:31:50.000+0000,(780)429-4550X222,,stucox@telus.net,(780)429-3996,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXOYTYA4,False,,24819872,0030A0000029ccIQAQ,0010A000002w1HkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T17:13:05.000+0000,False,False,005OH00000BfonJYAR,2025-12-30T17:13:05.000+0000,005OH00000BfonJYAR,2025-12-30T17:13:06.000+0000,005OH00000BfonJYAR,2025-12-30T17:13:06.000+0000,(604)637-6998,(604) 816-0808,jt_financial@yahoo.com,(604)747-9898,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXOwjYAG,False,,24825029,003G0000018f6hRIAQ,0010A000002wOhhQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Known Issue - beneficiary on a policy is wrong/missing,Medium,"Issue: Known Issue - beneficiary on a policy is wrong/missing
Email: terri@mmfp.ca
KBA used:  KB0020683 
Findings: policy is a former PIP policy
Troubleshooting steps involved: reviewed KBA and informed user accordingly
=======================emails==================================
Hi Terri, 

Thank you for contacting Workspace Support regarding the missing beneficiary information for the policy below. 

The reason the beneficiary information is not showing in Workspace is that some former Generations wealth policies have incorrect beneficiary data in the back-end system.

Our team is currently investigating the scope of this issue and working on a resolution. Until the data is corrected in the administration system, the information in Workspace may remain incomplete or inaccurate (ie no beneficiary in this case).

Please let me know if you have any other questions or need further assistance.

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey


Have a wonderful day!


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Terri Bent <terri@mmfp.ca> 
Sent: Tuesday, December 30, 2025 7:12 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: McDonough, Justin <justin@mmfp.ca>
Subject: [EXT] Harris, Heather A - 400040903 LIF bene info

Good morning, just sending this as the policy summary does not show the beneficiary on the GIC’s. Is this something that can be added? Truly appreciate it. Thank you! TERRI BENT, ACS | EXECUTIVE ASSISTANT MATTHEWS MCDONOUGH FINANCIAL PLANNING
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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Good morning, just sending this as the policy summary does not show the beneficiary on the GIC’s.  Is this something that can be added?  Truly appreciate it.  Thank you!

TERRI BENT, ACS | EXECUTIVE ASSISTANT
MATTHEWS MCDONOUGH FINANCIAL PLANNING INC 
6174 Quinpool Road  Halifax  NS  B3L 1A3 
Work:  902.431.7526 x8 |  Fax: 902.431.9514 
terri@mmfp.ca
www.matthewsmcdonough.com <http://www.matthewsmcdonough.com>  
 
""If you no longer want to receive these messages, click the word unsubscribe to email a request to me.""
 
Looking for quick access to info about your investments, savings, and insurance products?
 
Register for My Canada LifeTM today to find everything in one convenient place! 
Visit: canadalife.com  
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2025-12-30T18:39:16.000+0000,False,False,0055o000001zVCKAA2,2025-12-30T18:37:46.000+0000,0055o000001zVCKAA2,2025-12-30T18:39:20.000+0000,0055o000001zVCKAA2,2025-12-30T18:39:20.000+0000,(902)431-7526,(902) 830-6089,justin@mmfp.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXP81YAG,False,,24824026,003OH00000RwQNhYAN,001OH00000Xzbw1YAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Password reset,Medium,"Baoying Sun
Advisor needed assistance with password reset. After authentication, reset password link sent.

Hello Baoying,

Thank you for calling workspace support. I am so glad to assist with your inquiry today.
 
In our todays’ call, you needed assistance with password reset. After authentication, I sent you a password reset link. After a password reset, you were able to login successfully. 
 
I would appreciate if you can complete the 30 seconds Short survey.  Your input will help me improve and ensure that I continue to meet your expectations.
 
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
Regards,
Manpreet K.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T18:28:48.000+0000,False,False,005OH00000BFiyTYAT,2025-12-30T18:23:13.000+0000,005OH00000BFiyTYAT,2025-12-30T18:28:48.000+0000,005OH00000BFiyTYAT,2025-12-30T18:28:48.000+0000,(647)205-6125,,baoying.sun@sun11financial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFiyTYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXPXmYAO,False,,24820098,0030A0000029adkQAA,0010A000002vzjWQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T17:17:06.000+0000,False,False,005OH00000BfonJYAR,2025-12-30T17:17:06.000+0000,005OH00000BfonJYAR,2025-12-30T17:17:06.000+0000,005OH00000BfonJYAR,2025-12-30T17:17:06.000+0000,(604)467-5211,(778) 242-2334,kathy.blom@ipcsecurities.com,(604)467-8985,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfonJYAR,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXPuSYAW,False,,24825387,003G0000018f7LwIAI,0010A000002wPRcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Update Email + Account Unlock,Medium,"•	Reason for call: Update WS email and unlock account
Authentication: Yes/No, which rotation: Yes/DEC
•	Troubleshooting steps completed: Completed all via SF
•	Email correspondence: See below
•	Source of triage (e.g., “As per KBA001234”): Identification 

====================================
Hello Sara, 

Thank you for contacting Workspace Support. It was our pleasure in helping you update your email for both your Advisor Solutions and MGA Workspace accounts. 

Your voice matters! Let us know what you thought about the quality of service by filling out a brief survey.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 

Kanwal K.    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T18:57:16.000+0000,False,False,005OH00000BFQFGYA5,2025-12-30T18:43:40.000+0000,005OH00000BFQFGYA5,2025-12-30T18:59:11.000+0000,005OH00000BFQFGYA5,2025-12-30T18:59:11.000+0000,(416)619-0476,,sara@kfbinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXR4yYAG,False,,24822293,003OH00000M95icYAB,001OH00000QumUjYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,#Primerica - ACH fact sheet access issue,Medium,"Issue: ACH fact sheet access issue
Email: laurie.davison@primerica.com
KBA used: KB0021987 and KB0021498
Findings: 
Troubleshooting steps involved: provided the information below to user

=====================emails=============================

Hi Laurie, 

Primerica advisors only have access to a limited number of Segregated Funds issued by Canada Life.

This link will give you the list of available selection:  Primerica Product Overview PDF (currently only English is available)

If you are trying to reach a link in the forms & processes section and the link is not working, send an email to AdvisorContent@canadalife.com . This team manage this section and will be able to help you if a link is not working. 

Don’t hesitate to write us back an email if you still need assistance. 

Have a wonderful day. 

 I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: LAURIE DAVISON <LAURIE.DAVISON@PRIMERICA.COM> 
Sent: Tuesday, December 30, 2025 2:49 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: FUND FACT SHEETS - C24822293

Hi Carl This link won't work either. This is not what I was looking for. An actual legal fund fact or what looks like it should be a smaller version called an information sheet. I Found something that will work, I will not be looking anymore. 
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Carl
This link won't work either.  This is not what I was  looking for.  An actual legal fund fact or what looks like it should be a smaller version called an information sheet.
I Found something that will work, I will not be looking anymore.
Thank you for your help, Laurie

You are receiving this message from Laurie Davison on behalf of Primerica Life Insurance
Company of Canada and/or PFSL Investments Canada Ltd. (collectively “Primerica”), branch office located
at 649a Solomon Cr. Regina, SK S4N 6H9.  I can be reached at  306.721.2843. 
Laurie Davison 
Branch Manager, Primerica 
Office 306.721.2843
Mobile 306.551.9847

________________________________________
From: ""CL Workspace Support"" <CLWorkspaceSupport@canadalife.com



Hi Laurie, 

Thank you for contacting Workspace Support with your fact sheets access issue. 

Are you referring to this link: https://www.acp.canadalife.com/content/dam/advisors/secure/documents/wealth/en_ca/fund-lists/primerica/Primerica-product-overview.pdf ?

I attached another pdf that contain some information about the Canadian Dividend Fund for you (p.6). This might not be what you are looking for but thought it could be still be helpful. 

Let me know if you refer to the url above. If not, please send us the url to the pdf you are trying to access. 


  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 



From: LAURIE DAVISON <LAURIE.DAVISON@PRIMERICA.COM> 
Sent: Tuesday, December 30, 2025 11:47 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] FUND FACT SHEETS

Hi I can't open the fact sheets, PDF or otherwise. I only need the Canadian dividend & income fund. Do I need to call support to email me the sheets? Thanks for your help, Laurie You are receiving this message from Laurie Davison on behalf
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi 
I can't open the fact sheets, PDF or otherwise. 
I only need the Canadian dividend & income fund.
Do I need to call support to email me the sheets?
Thanks for your help, Laurie

You are receiving this message from Laurie Davison on behalf of Primerica Life Insurance
Company of Canada and/or PFSL Investments Canada Ltd. (collectively “Primerica”), branch office located
at 649a Solomon Cr. Regina, SK S4N 6H9.  I can be reached at  306.721.2843. 
Laurie Davison 
Branch Manager, Primerica 
Office 306.721.2843
Mobile 306.551.9847
If you would like to unsubscribe from receiving all promotional messages from Primerica, please reply to this email address pricanada_unsubscribe@primerica.com. Note that you will continue to receive notifications containing factual information about any accounts you may have at Primerica. Refer to http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html. for any additional information about Primerica and its affiliates.
Si vous souhaitez vous désinscrire de tous les courriels promotionnels de Primerica, veuillez répondre à cette adresse courriel pricanada_unsubscribe@primerica.com. Veuillez noter que vous continuerez de recevoir des avis contenant des renseignements factuels relatifs aux comptes que vous pourriez avoir auprès de Primerica. Pour tout renseignement supplémentaire à propos de Primerica et de ses sociétés affiliées, veuillez cliquer ici : http://www.primericacanada.ca/public/canada/french/primerica_disclosures.html.",True,2025-12-30T21:16:26.000+0000,False,False,0055o000001zVCKAA2,2025-12-30T17:53:57.000+0000,0055o000001zVCKAA2,2025-12-30T21:16:27.000+0000,0055o000001zVCKAA2,2025-12-30T21:16:27.000+0000,(306)551-9847,,ldavison@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXTd8YAG,False,,24825724,0030A0000029VQTQA2,0010A000002vvKrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Investment Centre- ""Error Occurred while placing reports requests into Queue. Please contact support team for resolution""",Medium,"*12/39*
----------------
Cam Wong 
28934
i tried to update a clients KYC, support ID number, in investment centre
15243326507399294976
*email*
----------------
Good afternoon Kam, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were trying to generate a form in Investment Centre but instead of the form you were presented with an error code. We had you attempt it again and the issue did not repeat itself. If this issue comes back or you have other questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T19:07:12.000+0000,False,False,005OH000008919xYAA,2025-12-30T18:49:13.000+0000,005OH000008919xYAA,2025-12-30T19:07:12.000+0000,005OH000008919xYAA,2025-12-30T19:07:12.000+0000,(905)522-2010,,alviswong@yahoo.com,(905)304-5238,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXWPfYAO,False,,24825143,003G0000018f6s7IAA,0010A000002wOtrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Merge,Medium,"KB0020913  
user request merge with middle name discrepancy.
E209694T-8083119164
40704935-9289479164
email====================
Hello Vlad,

Thank you for submitting your merge request. The discrepancy preventing the merge prompt notification has been updated.

Please give it 2-4 business days and you should get a prompt notification to merge your client accounts. 

If you are still unable to see this updated, please contact us again and we can investigate it further.

We would love to know if we're meeting your expectations by filling out this Survey. Your feedback will assist us in providing better assistance.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: Simple Protect- Learning and support
Regards, 
    
Natasha R
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 


   




From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 18, 2025 1:02 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] Workspace merge issue submission-24825143

This is an alert to let you know that Vladimir Solokhine (vlad. solokhine@ lazarwealth. com) has submitted a merge issue. Client details: First name: Jessica Middle name (if applicable): Anne Last name: Cerqueira DOB: September 16, 1996 Policy
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This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



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This is an alert to let you know that Vladimir Solokhine (vlad.solokhine@lazarwealth.com) has submitted a merge issue.
 
Client details:
First name: Jessica
Middle name (if applicable): Anne
Last name: Cerqueira
DOB: September 16, 1996
Policy Number(s): 40704935, E209694T
 
 
Merge details:
Number of duplicate clients: 2
URL 1: https://workspace.canadalife.com/workspace/s/account/0010A000004TVTSQA4/jessica-anne-cerqueira
URL 2: https://workspace.canadalife.com/workspace/s/account/0010A000004TUzLQAW/jessica-anne-cerqueira
URL 3: 
URL 4: 
Additional details:",True,2025-12-30T18:46:32.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-30T18:39:27.000+0000,005OH00000AZ3ZxYAL,2025-12-30T18:46:32.000+0000,005OH00000AZ3ZxYAL,2025-12-30T18:46:32.000+0000,(647)308-2749,,vlad.solokhine@lazarwealth.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXbsIYAS,False,,24822898,0030A0000029ZbjQAE,0010A000002vyqlQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T18:04:08.000+0000,False,False,005OH00000BfjndYAB,2025-12-30T18:04:08.000+0000,005OH00000BfjndYAB,2025-12-30T18:04:08.000+0000,005OH00000BfjndYAB,2025-12-30T18:04:08.000+0000,(604)903-2522,,gpriest@beemwealth.ca,(604)903-2555,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXfj1YAC,False,,24826439,003G0000018f7LwIAI,0010A000002wPRcQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Misdirect User,Medium,"user was transfer from service desk, she is looking  canadalife docu sign support and fundserve tech support for email address change.

provide user with number from support path sheet.
Phone: 1-800-379-9973-docu sign support
1-800-267-3526-fundserv support.",True,2025-12-30T19:20:54.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-30T19:01:22.000+0000,005OH00000AZ3ZxYAL,2025-12-30T19:22:13.000+0000,005OH00000AZ3ZxYAL,2025-12-30T19:22:13.000+0000,(416)619-0476,,sara@kfbinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXgLjYAK,False,,24824930,003OH00000M97C8YAJ,001OH00000QurkSYAR,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,General Inquiry,Medium,"Advisor is wondering why a client profile indicates its under her name. Educate the advisor that it is because she is the owner of that client so reason for it to be under her name as the account owner.
===========================================

Hi Hanh,

Thank you for contacting the workspace support about a confusion as to why the account shows you as the owner.

Please be informed that as the advisor ,your client’s policies will be under your name as the account owner.

Thank you for taking the time to call us today. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-30T18:43:48.000+0000,False,False,005OH00000BFPZHYA5,2025-12-30T18:36:13.000+0000,005OH00000BFPZHYA5,2025-12-30T19:49:07.000+0000,005OH00000BFPZHYA5,2025-12-30T19:49:07.000+0000,(204)229-6775,,hnguyen.fed8c@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXjd0YAC,False,,24828259,003OH00000JpZVXYA3,001OH00000OFo8SYAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace unlock-,Medium,"**************DDS********** 12/30/2025

User calling to get workspace account unlocked.
DDS authenticated and unlocked account and assisted user with a password reset. 


ref: KB0021888

*************email chain**********

Hello Barry, 

     It was a pleasure assisting unlock your account and reset your password today. You can use this link https://www.acp.canadalife.com/content/dam/advisors/secure/documents/compensation/en_ca/mga-na/third-party-access-form.pdf to submit TPA to give access to your delegate. Once TPA is processed, you will need to reach out to distribution_methodology@canadalife.com to get the registration letter, for your delegate to be able to register.  If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T19:45:32.000+0000,False,False,005OH00000BFQFHYA5,2025-12-30T19:33:30.000+0000,005OH00000BFQFHYA5,2025-12-30T19:45:32.000+0000,005OH00000BFQFHYA5,2025-12-30T19:45:32.000+0000,(250)712-0508,,barry.chung@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXli2YAC,False,,24826171,003G0000018f7IKIAY,0010A000002wPNaQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Internet connection inquiry-,Medium,"*************DDS************ 12/30/2025

User calling requiring assistance to connect their computer to the internet. Advised user this is the line for workspace support.


*************email chain*************

Hello Jun, 

     It was a pleasure assisting you today. You reached workspace support, and we only handled workspace related inquiries. If you are looking for support connecting your computer to the internet, I will suggest reaching out to support at your office. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this  survey to tell me how I did. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Busayo A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T19:06:07.000+0000,False,False,005OH00000BFQFHYA5,2025-12-30T18:56:44.000+0000,005OH00000BFQFHYA5,2025-12-30T19:06:07.000+0000,005OH00000BFQFHYA5,2025-12-30T19:06:07.000+0000,(604)438-1232X223,(604) 729-4729,joyce.zhao@zjjzfinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXmULYA0,False,,24824636,0030A0000029bAuQAI,0010A000002w0CjQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T18:32:00.000+0000,False,False,005OH00000BfjndYAB,2025-12-30T18:32:00.000+0000,005OH00000BfjndYAB,2025-12-30T18:32:00.000+0000,005OH00000BfjndYAB,2025-12-30T18:32:00.000+0000,(888)517-7748,(604) 315-2844,brett.romano@coastcapitalsavings.com,(604)953-4300,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BfjndYAB,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXpgoYAC,False,,24827032,003G0000018f6cgIAA,0010A000002wOZyQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,call from FA requesting update on transfer reqeust.,True,2025-12-30T19:20:31.000+0000,False,False,005OH000006uYrkYAE,2025-12-30T19:11:54.000+0000,005OH000006uYrkYAE,2025-12-30T19:20:31.000+0000,005OH000006uYrkYAE,2025-12-30T19:20:31.000+0000,(905)682-2651X232,,michael.hajmasy@freedom55financial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXr5wYAC,False,,24828994,0030A0000029anrQAA,0010A000002vzrmQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace login,Medium,"*12/30*
----------------

Marilyn Brody
08340
i cannot get into Workspace, i put my information in, says the code goes to my email
advised that it's probably asking for the verification code from the authenticator app
user was able to log in
*email*
----------------
Good afternoon Marilyn, 

Thank you for contacting the Workspace Support Team with your inquiry. 

While logging into your Workspace you were waiting on a verification code to arrive in your email, but it never arrived. Your account was set up with an authenticator app, so we directed you to check your app and you were able to log in successfully. Going forward, this is how logging into Workspace will work, you won’t need to check your email for codes, they are generated in your app now. If you have questions or concerns, please reply to this email. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T19:51:47.000+0000,False,False,005OH000008919xYAA,2025-12-30T19:45:54.000+0000,005OH000008919xYAA,2025-12-30T21:54:39.000+0000,005OH000008919xYAA,2025-12-30T21:54:39.000+0000,(604)874-6697,,marilynbrodie@telus.net,(866)501-0758,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXrCOYA0,False,,24829757,003OH00000M8wAUYAZ,001OH00000QuhOvYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Register for Workspace,Medium,"•	Reason for call: Needs help registering for Workspace
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: User does not have Act code from DM, referred to DM
•	Email correspondence: n/a
•	Source of triage (e.g., “As per KBA001234”): n/a",True,2025-12-30T20:11:01.000+0000,False,False,005OH00000BFQFGYA5,2025-12-30T19:59:22.000+0000,005OH00000BFQFGYA5,2025-12-30T20:11:01.000+0000,005OH00000BFQFGYA5,2025-12-30T20:11:01.000+0000,(416)459-7287,,janetandrea.hall@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXs3VYAS,False,,24825841,0030A00000B8I0cQAF,0010A00000BiY6BQAV,,,,,,,012OH000000ijW5YAI,Open,,Phone,,,Medium,"The customer called to confirm that three cases they had sent before the holidays have been settled, with two already settled and the third one arriving overnight. The customer wanted to ensure that the third case would be calculated towards the bonus, even though the last pay period for the year has already been done. The agent said they would confirm with the back office to ensure that the third case is counted towards the bonus.",False,,False,False,005OH000003ds0PYAQ,2025-12-30T18:51:11.000+0000,005OH000003ds0PYAQ,2025-12-30T19:01:03.000+0000,005OH000003ds0PYAQ,2025-12-30T19:01:03.000+0000,(905)415-2214,,michael@financialinsuranceconsultants.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000003ds0PYAQ,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXsV2YAK,False,,24829251,0031600002YSBqXAAX,0010A000002wODdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Email,,CapIntel Access not working for Nicole Jones LL86492 - INC1958164,Medium,"*** DDS 09JAN2026 ***
ticket was cancelled by QS and never returned to DDS queue, unclear is QS reached out to user or not, emailed advising onboarding form needs to be submitted by BDC

*** DDS 07JAN2026 ***
INC1958164 submitted

***DDS*** 01/07/26
Name: Nicole Jones
Phone: 
Agent code: F1851
Reference: KB0021771 
Advisor name: BRANDON C MYKETA

-----------------------------------------
Good morning Nicole,

I wanted to follow up with you regarding the ticket that was escalated regarding Capintel access. We were and advised that Quadrus Securities reached out to you to let you know that your Business Development Consultant will need to submit an onboarding form. Please let me know if there is anything else I can assist with.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Thanks in advance 😊

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Warm Regards, 

Jennifer B
Service Leader
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com  

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hello 
 
Thank you for reaching back to Workspace Support.
 
I have escalated this issue to the second level team, someone will reach back as soon as we learn more.
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Nicole Jones <Nicole@myketalifewealth.ca> 
Sent: January 6, 2026 2:50 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Maclean, Susan <Susan.MacLean@canadalife.com>
Subject: [EXT] Re: 24829251 - RE: CapIntel Access not working for Nicole Jones LL86492

Hello, Caller name Caller phone number Caller email address What happens when they try to click on the Capintel button When did it last work? Browser being used Full Page Screenshot (Including URL) I've cleared the cache and cookies. However,
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hello,

•	
Caller name
•	Caller phone number
•	Caller email address
•	What happens when they try to click on the Capintel button
•	When did it last work? 
•	Browser being used
•	Full Page Screenshot (Including URL)


I've cleared the cache and cookies. However, when I attempted to sign in directly on the capintel website I am unable to log in. When I try to log in it tells me I have the wrong email or password and have not received an email to reset my password when I went through the ""forgot password"" process. I will also attach the screenshot from trying to accessing capintel through workspace. I am wondering if somehow I don't have an account? Here is the information you've requested:

•	Nicole Jones
•	807-620-5815
•	Nicole@myketalifewealth.ca
•	Attached screenshot will show what happens when I click the capintel button through workspace.
•	It has never worked. My first attempt to use captintel was last week.
•	Microsoft Edge is the browser being used. I have already cleared the cache and cookies. I also attempted this in Google Chrome and had the same screen show up when I clicked the captintel button through workspace.

Thank you,

 

Nicole Jones
Operations Manager
217 Algoma Street South, 2nd Floor, Unit A – Thunder Bay, ON P7B3C3
Nicole@myketalifewealth.ca




***DDS*** 12/30/25
Name: Nicole Jones
Phone: 
Agent code: F1851
Reference: KB0021771 
Advisor name: BRANDON C MYKETA

Confirmed Advisor Brandon has MF license and had provided delegate access to Nicole.

Email: Hello Nicole,

Thank you for contacting the Workspace support group regarding access to CapIntel.

Please try clearing your cache and cookies and try again: 

How to clear Cache and Cookies data on Google Chrome:
 
Instructions
1.	Open the Google Chrome browser
2.	Select the 3 vertical dots in the top right-hand side of the browser
 
 
 
 
1.	Find the section called Privacy and Security and select Clear browsing data
 
 
 
 
 
 
1.	Ensure that Time Range is set to All Time, and the 2 checkmarks are in Cookies and other site data and Cached Images and Files.
 
 
 
1.	Please close and relaunch the browser.
 
 
How to clear Cache and Cookies data on Edge:
 
1.	Select three dots in the top right-hand corner and then ‘Settings’.
2.	Choose Privacy, Search and Services and scroll down to ‘Clear Browsing Data’ and select ‘choose what to clear’.
3.	Change ‘Time Range’ to ‘All Time’.
4.	Check off ‘Cookies and other site data’ & ‘Cached images and files’ – Select ‘Clear Now’.
 
 
 
 
 

If after clearing the cahce and cookies and still does not work, please try logging in to CapIntel by going directly from the CapIntel website: https://app.capintel.io/

Does that work?

If still no, please provide the following information for escalation:

•	Caller name
•	Caller phone number
•	Caller email address
•	What happens when they try to click on the Capintel button
•	When did it last work? 
•	Browser being used
•	Full Page Screenshot (Including URL)


If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Maclean, Susan <Susan.MacLean@canadalife.com> 
Sent: December 30, 2025 2:40 PM
To: Quadrus Security Requests <QuadrusSecurityRequests@quadrusInvestment.com>; Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Jones, Nicole <Nicole@myketalifewealth.ca>; brandon <brandon@myketalifewealth.ca>; Maclean, Susan <Susan.MacLean@canadalife.com>
Subject: CapIntel Access not working for Nicole Jones LL86492

Hi QSR and Workspace Support,

Can you please investigate Nicole’s CapIntel access as she has never been able to access the site.  When she tries to log in via Workspace, she gets the “only licensed advisors have access’. She does have delegated access to advisor Brandon Myketa in investment centre, just can’t launch CapIntel.  Can you please investigate.

Thank you,
Susan

Susan MacLean 
Operations Experience Consultant |  Wealth Platform Team
Quadrus Investment Services Ltd.
https://www.quadrusinvestmentservices.com
Susan.MacLean@canadalife.com  |  902-402-1522",True,2026-01-09T13:01:42.000+0000,False,False,005OH000006wv2TYAQ,2025-12-30T19:50:30.000+0000,005OH00000BGeeHYAT,2026-01-09T13:01:42.000+0000,005OH000006wv2TYAQ,2026-01-09T13:01:42.000+0000,(807)355-3668,(807) 355-3668,brandonfinance@brandonmyketa.ca,(807)577-8705,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006wv2TYAQ,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXujiYAC,False,,24832904,003G0000018f6lfIAA,0010A000002wOnPQAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Product Illustration Access/MGA Workspace Registration,Medium,"NAME: MUNIRA KAZIA 
ADVISOR OR SUPPORT STAFF:
ADVISOR CODE: F1199/F5870/H7785
PHONE: +1 905-220-7860 
EMAIL: munirakazia@insuranceglobeinc.com 
 
ISSUE: 
C24031662
User is having trouble with product illustration

 
AUTHENTICATION (If Required):
KB0021888
Authenticated user as an ADSL advisor
Passed authentication

 
FINDINGS:
User just needs to reset their password to access product illustrations since they do not have their password 
 
TROUBLESHOOTING/RESOLUTION:
Called assist
Authenticated user and reset ISAM password
User was able to set permanent password and log into product illustration.
Walked user through registration for a their MGA workspace
User was able to successfully register for their MGA workspace account


 
EMAIL:
 
--------------------------------------***DDS DEC/30/2025***--------------------------
Hello Munira,
Thank you for contacting Workspace Support for help with accessing product Illustration.
On the call today, through a LogMeIn session, we were able to reset your password for your user id which gave you access again to Product Illustration. Additionally, we were able to walk through the process of registering for your MGA workspace account. You should have access to both the Advisor Solutions Workspace and MGA Workspace accounts now. Please note that you cannot be logged into both of your account at the same time.
Let me know if you have any more questions. 
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Precious A.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-30T21:48:21.000+0000,False,False,005OH00000BGf2TYAT,2025-12-30T20:57:27.000+0000,005OH00000BGf2TYAT,2025-12-30T21:48:22.000+0000,005OH00000BGf2TYAT,2025-12-30T21:48:22.000+0000,(905)220-7860,(905) 220-7860,munirakazia@insuranceglobeinc.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXyAYYA0,False,,24827933,003OH00000B21ubYAB,001OH00000DJaLLYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Policy Inquiry,Medium,"NAME: SAHAR RAZMJOOEI 
ADVISOR OR SUPPORT STAFF: Support staff/Advisor
ADVISOR CODE: 
PHONE: +1 236-361-0768 
EMAIL: srazmjooei@nicolawealth.com 
 
ISSUE: 
Payment was made for a policy but it is not reflected on workspace. 15390179- December 18th
 
AUTHENTICATION (If Required):
 
 
FINDINGS:
Total premiums paid to date does not show for universal life policies at this time.
We are currently working on resolving this.

 
TROUBLESHOOTING/RESOLUTION:
Called assist
Let user know that this limnitation exists at this time.
Advised them to fill out the feedback form if they would like.
 
EMAIL:
 
--------------------------------------***DDS DEC/30/2025***--------------------------
Hello Sahar,
Thank you for contacting Workspace Support about your issues with viewing paid premiums for policy 15390179 on Workspace.
As mentioned during the call, the total premiums paid to date option does not show for universal life policies at this time. This is an issue we are aware of and are working on. There is no ETA on the resolution for this but in the main time, please contact client services for information on premium payments for your client.
Let me know if you have any more questions.
🔺I would like to hear your thoughts about my response to your inquiry today and any feedback you have for us at the workspace team. If you could please take a minute at your convenience to complete our quick survey, I will greatly appreciate it 😊
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Precious A.
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. ",True,2025-12-30T19:43:59.000+0000,False,False,005OH00000BGf2TYAT,2025-12-30T19:27:50.000+0000,005OH00000BGf2TYAT,2025-12-30T19:43:59.000+0000,005OH00000BGf2TYAT,2025-12-30T19:43:59.000+0000,(778)862-9274,,saharnaz9271@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGf2TYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXyFSYA0,False,,24830473,0030A0000029dyJQAQ,0010A000002w2OJQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T20:11:45.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T20:11:45.000+0000,005OH000004Ir1xYAC,2025-12-30T20:11:46.000+0000,005OH000004Ir1xYAC,2025-12-30T20:11:46.000+0000,(780)490-6989,(780) 271-2278,wenjiesun@crius.ca,(780)250-6989,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXz8IYAS,False,,24830601,0030A0000029czAQAQ,0010A000002w1ZrQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MGA workspace access err- w1281,Medium,"****************DDS************** 12/30/2025

User needed help accessing workspace as they were getting a err w1281. 
DDS advised a password change and assisted user to update their password.

***************email chain***********
Hello Rosemary, 

    It was a pleasure assisting you reset your password and get you back into workspace today. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T20:21:59.000+0000,False,False,005OH00000BFQFHYA5,2025-12-30T20:13:41.000+0000,005OH00000BFQFHYA5,2025-12-30T20:21:59.000+0000,005OH00000BFQFHYA5,2025-12-30T20:21:59.000+0000,(604)618-0036,,rosecapitulo56@gmail.com,(604)271-4863,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iXzEgYAK,False,,24827974,003G0000018f7GEIAY,0010A000002wPL1QAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Disconnect MFA -,Medium,"•	Reason for call: Disconnect MFA 
Authentication: Yes/No, which rotation: Failed Authentication.
•	Troubleshooting steps completed: N/a
•	Email correspondence: n/a
•	Source of triage (e.g., “As per KBA001234”): Identification KBA
============================",True,2025-12-30T19:40:59.000+0000,False,False,005OH00000BFQFGYA5,2025-12-30T19:28:34.000+0000,005OH00000BFQFGYA5,2025-12-30T19:41:37.000+0000,005OH00000BFQFGYA5,2025-12-30T19:41:37.000+0000,(613)258-1997,(613) 229-2384,dermid@ofarrellfinancial.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iY0drYAC,False,,24830325,0030A0000029iUdQAI,0010A000002w6D1QAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T20:09:17.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T20:09:17.000+0000,005OH000004Ir1xYAC,2025-12-30T20:09:17.000+0000,005OH000004Ir1xYAC,2025-12-30T20:09:17.000+0000,(866)382-8352,4032609304,skunn@dundeesecurities.com,(403)571-8966,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iY0yoYAC,False,,24831309,0030A0000029hscQAA,0010A000002w5g4QAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-Unlocked account and password reset,Medium,"user has not access his workpsace for a while, he locked his account
Authenticated user and unlocked account.
advisor currently has an email form of authenticator.
Change email address from richard.odo@iaprivatewealth.ca to happyodo@gmail.com.
KB0017399/KB0023058
email ==============================
Hello Richard,
Thank you for reaching out to Workspace Support, It was a pleasure assisting you with your log in issue.
On our call today we unlocked your account as you were receivingerr-w1283 upon signing in and we reset your password.
You were able to log in successfully and access your account.
If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T20:42:00.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-30T20:26:34.000+0000,005OH00000AZ3ZxYAL,2025-12-30T20:43:21.000+0000,005OH00000AZ3ZxYAL,2025-12-30T20:43:21.000+0000,(250)748-7638,,richard.odo@iaprivatewealth.ca,(250)746-7634,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iY18RYAS,False,,24829874,003G0000018f6fOIAQ,0010A000002wOdQQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue - no visible issue - WSL - INC1950674,Medium,"****January 2, 2026

Merge prompt is now available.
=======================================================================================

Issue: Merge issue - no visible issue
Email:  tony@odaimifinancialservices.com
KBA used: KB001600
Findings: no visible issue
Troubleshooting steps involved

=============case info==========
First Name: JESSICA
Middle Name:R
Last Name: BURTON
DOB: August 23, 1985
Policy Number(s):410984843, 60463828P, 141081524, E149890-3
Client ID: CL 9731876414, LL 6554538534
https://workspace.canadalife.com/s/account/0010A00000CwKkZQAV/jessica-r-burton
https://workspace.canadalife.com/s/account/0010A000006nTShQAM/jessica-r-burton
==============emails===========

\Hello Tony,

Thank you for your patience while our digital partners review your merge issue.

The good news is that the merge prompt is now available. Please log into Workspace at anytime to complete the merge.

 

If there is anything else we can assist you with, please do not hesitate to reach out. 
 
🔺Please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated😊.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 

Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards,
 
Samantha S 
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations  
P: 1-888-999-4516 
E: WorkspaceSupport@canadalife.com

View what's new on Workspace
 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Workspace Support <WorkspaceSupport@canadalife.com> 
Sent: December 30, 2025 2:06 PM
To: Odaimi, Tony <tony@odaimifinancialservices.com>
Subject: RE: JESSICA R BURTON - C24829874

Hi Tony, 

Thank you for contacting Workspace Support for your merge issue. 


We’ve reviewed your request, and your case has been escalated to our Workspace Service Leaders team. They will now take ownership of the issue, including all follow-ups and updates.

You do not need to take any further action currently. Our team will reach out to you directly if additional information is required and will keep you informed as the case progresses.

If you have any questions in the meantime, please reply to this email and we’ll be happy to assist.

Thank you for your patience and for working with us to resolve this matter.


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 




From: Tony Odaimi <tony@odaimifinancialservices.com> 
Sent: Tuesday, December 16, 2025 12:22 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] JESSICA R BURTON

Hi, Please merge the two accounts that Jessica R Burton has on workspace. Thanks. Tony. Tanios (Tony) Odaimi, CLU, CH. F. C. Odaimi Financial Services Inc. Financial Security and Investment advisor 1105D Kingston Rd. , Unit 203 Pickering, ON, L1V
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious    ‌ 



ZjQcmQRYFpfptBannerEnd
Hi,
Please merge the two accounts that Jessica R Burton has on workspace.
Thanks.
Tony.
Tanios (Tony) Odaimi, CLU, CH.F.C.
Odaimi Financial Services Inc.
Financial Security and Investment advisor
1105D Kingston Rd., Unit 203
Pickering, ON, L1V 1B5
Cell 416 629 0495
E-Mail: tony@odaimifinancialservices.com
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. 
Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.",True,2026-01-02T15:44:55.000+0000,False,False,005OH000002iN7pYAE,2025-12-30T20:01:27.000+0000,0055o000001zVCKAA2,2026-01-02T15:44:55.000+0000,005OH000002iN7pYAE,2026-01-02T15:44:55.000+0000,(416)629-0495,(416) 629-0495,tony@odaimifinancialservices.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iY1I7YAK,False,,24828397,0030A000003lLM6QAM,0010A000004Y4aNQAS,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge request,Medium,"***DDS Dec.30/2025***
Merge request completed for user for policies 69099614U /- B700944-7 / B700945-9 / 110287716 / 110239279 belonging to the client Jeffrey Paul Dixon . Advised user to check for the merge prompt in 2-4 business days on both contact files.

LL - Policies - B700944-7 / B700945-9 / 110287716 / 110239279 - Client ID - 9138581460 - IIP3 - changed middle name from P to Paul and moved it from first name field to middle name field to populate the merge prompt for the user

CL - Policy - 69099614U - Client ID - 9011912084 - CIIP2 - Moved middle name from first name field to middle name field

Workspace URL: 0015o000007uKw2AAE / 001OH00000fjfXIYAY

REF KB: KB0020913

*****Email*****

Hello Diane,

Thank you for reaching out to the Workspace Support Team regarding the merge issue.
 
We've made an amendment to Jeffrey Paul Dixon, and you should see the merge prompt within 2 - 4 business days. Please check both contact files for the merge prompt. If the issue persists, please reach out to let us know!

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Have a great rest of your day!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T19:35:31.000+0000,False,False,005OH00000BFQFBYA5,2025-12-30T19:35:31.000+0000,005OH00000BFQFBYA5,2025-12-30T19:41:21.000+0000,005OH00000BFQFBYA5,2025-12-30T19:41:21.000+0000,(289)337-4440,(416) 671-5113,jean-michel.lorrain@parkgatefinancial.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iY2hBYAS,False,,24827809,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed transfer processed,True,2025-12-30T19:33:04.000+0000,False,False,005OH000006uYrkYAE,2025-12-30T19:25:35.000+0000,005OH000006uYrkYAE,2025-12-30T19:33:05.000+0000,005OH000006uYrkYAE,2025-12-30T19:33:05.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iY4MQYA0,False,,24828436,0030A0000029pqmQAA,0010A000002wCDBQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"****DDS****January 23, 2026****Samantha

We were informed that you are no longer with Canada Life as a Wholesaler. Hence the reason you do not have access to Workspace. 

==============================================================================================

****December 30, 2025****Samantha

KB0021151
ISAM ID is not appearing in ISAM. Issue has been sent to DM for review
==================================================================================

Advisor having issues signing on wants to reset password.

================================================================

****Email Chain****

Hello Darren,

Please provide us with the code you have with Canada Life. This way we can investigate further.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 

Link for more information on Simple Protect: SimpleProtect - Learning and support

Regards, 
 
Samantha S  
Service Leader
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 

 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Darren Knott <darren.knott64@gmail.com> 
Sent: January 23, 2026 5:35 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: 24828436 Workspace sign in

I had workspace access both in my role at Canada life but also through my personal email, I had to sign into each differently. I still have an advisor code with Canada life and insurance contracts there. I should still have access. Can you please
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
I had workspace access both in my role at Canada life but also through my personal email, I had to sign into each differently. I still have an advisor code with Canada life and insurance contracts there. I should still have access. 

Can you please look into it further. If I need to set up new access please have someone contact me to do so. 

Thank you. 
Sent from my iPhone


On Jan 23, 2026, at 5:31 PM, CL Workspace Support <CLWorkspaceSupport@canadalife.com> wrote:
 
Hello Darren,
 
Thank you for your patience while we investigated the issue you have with accessing Workspace.
 
We were informed that you are no longer with Canada Life as a Wholesaler. Hence the reason you do not have access to Workspace. If you believe this information is incorrect, let us know so that we can investigate further.
 
To inquire further about your selling codes with Canada Life, please reach out to Contracts and compensation contracts&compensation@canadalife.com for assistance.
 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Regards, 
 
Samantha S  
Service Leader
Distribution Digital Support  
Canada Operations  
P: 1-800-475-7001 
E: CLWorkspacesupport@canadalife.com 
 
 

<image001.gif>

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 
 
 
 
From: CL Workspace Support <CLWorkspaceSupport@canadalife.com> 
Sent: December 30, 2025 2:25 PM
To: darren.knott64@gmail.com
Subject: 24828436 Workspace sign in
 
Hi Darren , thank you for contacting the workspace support today.
 
To recap our call, we tried to get you logged into workspace , did a password reset but we could not get you signed in. I was able to escalate this, and I should be in touch soon with an update.
 
If you are having any issues, please let me know in your response.
 
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
 
Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T19:42:36.000+0000,False,False,005OH000002iN7pYAE,2025-12-30T19:36:12.000+0000,005OH00000BFQFCYA5,2026-01-26T17:49:13.000+0000,005OH000002iN7pYAE,2026-01-26T17:49:13.000+0000,(519)886-5874,(519) 878-8012,darren.knott@ig.ca,(519)886-6186,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000002iN7pYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iY5SBYA0,False,,24830708,0030A0000029mg0QAA,0010A000002w9ebQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T20:15:21.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T20:15:21.000+0000,005OH000004Ir1xYAC,2025-12-30T20:15:21.000+0000,005OH000004Ir1xYAC,2025-12-30T20:15:21.000+0000,(780)953-8218,(780) 853-8218,yanli.lavie@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iY5lWYAS,False,,24828624,0030A0000029YCAQA2,0010A000002vxhYQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,confirmed dec 31st 4pm,True,2025-12-30T19:41:45.000+0000,False,False,005OH000006uYrkYAE,2025-12-30T19:39:30.000+0000,005OH000006uYrkYAE,2025-12-30T19:41:45.000+0000,005OH000006uYrkYAE,2025-12-30T19:41:45.000+0000,(506)634-7030,,,(506)652-7253,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iY6o3YAC,False,,24829411,003OH00000Yhi0mYAB,001OH00000i4H9CYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 30th, 2025 ***
User wanted to finish creating account. Authenticated with rotation 2 and helped her finish registering, setting up MFA and signing in successfully.
===============
Bonjour Stéphanie,

C’était un plaisir de vous aider aujourd’hui à finir de créer votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à réinitialiser votre mot de passe RepNet, puis je vous ai aidé à finir de créer votre compte. Vous avez connecté une application d’authentification et au final vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-30T20:12:25.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-30T19:53:22.000+0000,005OH00000AbJ7aYAF,2025-12-30T20:34:55.000+0000,005OH00000AbJ7aYAF,2025-12-30T20:34:55.000+0000,(613)620-2148,,alexandre.roy@sunlife.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iY8xwYAC,False,,24831899,003OH00000Ve9cGYAR,001OH00000cbImqYAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Registration,Medium,"Advisor wants to register but hasn't received the welcome email
*****************
Hi Mia, thank you for contacting the workspace support today.

To recap our call, you wanted to start your workspace registration. Please email Distribution_Methodology@canadalife.com to provide you with instructions to start your registration .

If you are having any issues, please let me know in your response.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T20:46:18.000+0000,False,False,005OH00000BFQFCYA5,2025-12-30T20:38:36.000+0000,005OH00000BFQFCYA5,2025-12-30T20:46:18.000+0000,005OH00000BFQFCYA5,2025-12-30T20:46:18.000+0000,(647)996-0268,,mialiu@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYA3jYAG,False,,24834139,0030A00000CV8kZQAT,0010A00000D64f5QAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T21:22:59.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T21:22:59.000+0000,005OH000004Ir1xYAC,2025-12-30T21:22:59.000+0000,005OH000004Ir1xYAC,2025-12-30T21:22:59.000+0000,(587)783-7689,,anniedai2019@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYAjfYAG,False,,24833178,003OH00000M97EHYAZ,001OH00000QusycYAB,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support,Medium,"Advisor is having issues with submitting documents.
*******************
Hi Susan        , thank you for contacting the workspace support today.

To recap our call,  you needed some assistance with an error your received on your DFSA application , we were able to figure it out. For the second application that is inactive it’ll be removed if it’s not being used after 90 days.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T21:06:22.000+0000,False,False,005OH00000BFQFCYA5,2025-12-30T21:02:39.000+0000,005OH00000BFQFCYA5,2025-12-30T21:42:04.000+0000,005OH00000BFQFCYA5,2025-12-30T21:42:04.000+0000,(587)999-9492,,spanylyk@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYCaBYAW,False,,24834368,0030A00000BbIz0QAF,0010A00000CBVRFQA5,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T21:28:18.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T21:28:18.000+0000,005OH000004Ir1xYAC,2025-12-30T21:28:19.000+0000,005OH000004Ir1xYAC,2025-12-30T21:28:19.000+0000,(403)875-9234,,jianyunhuang@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYCyKYAW,False,,24833585,0030A0000029gkIQAQ,0010A000002w4icQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,"Simple Protect, how to find application in progress",Medium,"*12/30*
----------------
h5164
Simple protect, sent the applications off to the clients to sign, how do i check the status
advised they can check the simple protect dash board and view applications in progress, 
user was able to find the applications in progress and will contact the clients 

*email*
----------------
Good afternoon Amaninder, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You wanted to know how to check the status on the signature for some Simple Protect applications you did. We advised you to check the dashboard and click on edit and the status of the signature will be available there, if the client signs it usually also sends you a signature link as well, please have your client check their spam folders as well if they cannot see it in their inbox. If there are questions or concerns, please reply to this email.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T21:48:20.000+0000,False,False,005OH000008919xYAA,2025-12-30T21:11:10.000+0000,005OH000008919xYAA,2025-12-30T21:48:20.000+0000,005OH000008919xYAA,2025-12-30T21:48:20.000+0000,(416)900-6052X242,,aj.bharj@travelshield.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYDBIYA4,False,,24833700,003G0000018f71fIAA,0010A000002wP4zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,transferred call to segs,True,2025-12-30T21:18:33.000+0000,False,False,005OH000006uYrkYAE,2025-12-30T21:13:51.000+0000,005OH000006uYrkYAE,2025-12-30T21:18:33.000+0000,005OH000006uYrkYAE,2025-12-30T21:18:33.000+0000,(905)623-0443,(905) 442-8732,larry.gilks@bowmanvillefinancialadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYDWBYA4,False,,24830754,003G0000018f7EZIAY,0010A000002wPJMQA2,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - PAC/AWD Summary Report Request Delivered,Medium,"***WRS 2025-12-20***
Report delivered.

***Email Chain***
Hello Ryan,

Please find attached the file of the requested PAC AWD Summary Report on Investment Centre (for nominee only). A separate password email will follow to access this password-protected Excel file.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

Hello Ryan,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
VKJ43567

Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Hi, 

Report Q503 PAC AWD Summary Report WAKEMAN, RYAN 9917-22917 is available now in the ad-hoc folder.

Thanks!

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: Rowland, Colleen 
Sent: December 30, 2025 1:21 PM
To: BusinessReporting 
Cc: Wealth Management Data/Reporting Team 
Subject: FW: [EXT] MI Intake Checklist - Item ID351

Hi, 

Report Q502 Dealer Auto Rebalancing Failure Analysis WAKEMAN, RYAN 9917-22917 is available now in the ad-hoc folder.

Thanks,

Colleen Rowland ACS, ALMI
Associate Manager, Management Information 
Financial Management & Planning
Colleen.rowland@canadalife.com - (226)-316-2093 

We care about our client’s privacy, please ensure you are following your organization’s encryption guidelines prior to emailing any reports.

 

Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.



From: SharePoint Online <no-reply@sharepointonline.com> 
Sent: December 29, 2025 3:26 PM
To: Rowland, Colleen <Colleen.Rowland@canadalife.com>
Subject: [EXT] MI Intake Checklist - Item ID351

Item ID351 has been added Leung, Justin 12/29/2025 2: 25 PM Source System: Investment Centre Is this request in relation to a new or existing report?: Existing If development is in relation to an existing Report please provide the name and scan
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
Report Suspicious ‌ 



ZjQcmQRYFpfptBannerEnd

 Item ID351 has been added
		
 
Leung, Justin
12/29/2025 2:25 PM
Source System:	Investment Centre 

Is this request in relation to a new or existing report?:	Existing 

If development is in relation to an existing Report please provide the name and scan code of the existing Report:	Q503 PAC/AWD Summary Report 

Column Requirements :	Q503 PAC/AWD Summary Report - a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917 - 22917 

Column and data filer requirements :	Q503 PAC/AWD Summary Report - a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917 - 22917 

Please advise if you would like to discuss additional requirements through an intake meeting with an MI Specialist?:	No 

Ideal deliverable date :	1/2/2026 

Requestor Name and Organization :	Ryan Wakeman - BREADTH CONSULTING INC (LJWIP) 

MI Specialist:	

Report Purpose - Business Use :	Q503 PAC/AWD Summary Report - a list of clients' annual total nominee PAC and/or AWD dollar amounts. 
9917 - 22917 

Advisor Name:	Ryan Wakeman 

Dealer Code:	9917 - 22917 

Rep Code as it appears in Unitrax:	9917 - 22917 

Attestation::	I Agree 

Do all the advisor codes belong to the same Advisor? :	Yes 

FSC ONLY Attestation:	


	
				
				
Note: Your alert subscription will expire on 2026-01-28. To continue receiving alerts, please renew it via the settings page.
Modify my alert settings
|	View MI Intake Checklist",True,2025-12-30T20:16:09.000+0000,False,False,005OH00000AX0rVYAT,2025-12-30T20:16:09.000+0000,005OH00000AX0rVYAT,2025-12-30T20:16:26.000+0000,005OH00000AX0rVYAT,2025-12-30T20:16:26.000+0000,(519)966-4400,(519) 965-3406,rwakeman@breadthconsulting.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYETtYAO,False,,24832778,0030A00000BKHHdQAP,0010A00000BuekZQAR,,,,,,,012OH000000ijW5YAI,Closed,,Email,,MGA Workspace Registration,Medium,"***DDS*** 12/30/25
Name:  Robert Cranbury
Phone: 
Agent code: D3836
Reference: KB0017316 

Hi Robb

Thank you for contacting the Workspace support group regarding MGA Workspace Registration. 

To help you with this, we need to connect with you over the phone.  Please call us at your convenience at 1-800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 30, 2025 3:02 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Zoratto, Philip <Philip.Zoratto@advicecanada.com>; Cranbury, Robert <rcranbury@hfwm.ca>
Subject: RE: [EXT] Re: CL MGA Workspace Access Request

@CL Workspace Support – are you able to assist advisor Robb Cranbury in registering for Workspace.

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Cranbury, Robb <rcranbury@hfwm.ca> 
Sent: December 30, 2025 9:01 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Zoratto, Philip <Philip.Zoratto@advicecanada.com>
Subject: Re: [EXT] Re: CL MGA Workspace Access Request

Hi Tina, I use Google Chrome, and have cleared my cookies, cache, and history. However I am still getting the buffering with the ""little circle"". . . the tab says Registration Router while the buffering goes on. Any other ideas or suggestions?
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Hi Tina,

I use Google Chrome, and have cleared my cookies, cache, and history.

However I am still getting the buffering with the ""little circle""...the tab says Registration Router while the buffering goes on.

Any other ideas or suggestions?

Robb

On Mon, Dec 29, 2025 at 3:08 PM Distribution Methodology <Distribution_Methodology@canadalife.com> wrote:
Hi Robb.
 
Please clear your cookies, cache, and history.  Are you using Microsoft Edge or Chrome – link should work on both.
 
Thank you.
 
 
 
Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Cranbury, Robb <rcranbury@hfwm.ca> 
Sent: December 22, 2025 3:24 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Zoratto, Philip <Philip.Zoratto@advicecanada.com>
Subject: [EXT] Re: CL MGA Workspace Access Request
 
Hello, Whenever I click on the ""Click here to register"" tab that is embedded in your original email, all I get is buffering. It never leads anywhere or to anything. Remember that I can already log in to the Canada Life - Direct version
Hello,
 
Whenever I click on the ""Click here to register"" tab that is embedded in your original email, all I get is buffering. It never leads anywhere or to anything.
 
Remember that I can already log in to the Canada Life - Direct version of Workspace through Advice Canada.
 
Just need the MGA.
 
Thanks!
 
Robb
 
On Thu, Dec 18, 2025 at 8:59 AM Distribution Methodology <Distribution_Methodology@canadalife.com> wrote:
Hi Robert.
 
Your user ID is ROBERTCRANBURY which is linked to email address rcranbury@hfwm.ca
 
This is your access to your advisor code under the MGA channel.
 
If you forgot your password, please contact our service desk 800-475-7001.
 
You will be able to register for Workspace under the MGA channel.
 
Register for Workspace 
•       Click here to register.
•	Workspace uses a multi-factor authenticator tool to protect you and your client data. We recommend using the free Salesforce Authenticator.
o	For iPhone, get the app from the App Store.
o	For Android devices, get the app from Google Play.
•	For support, please refer to the Workspace resource page - your one-stop shop for the resources you need to access and learn how to use Workspace.
Thank you.
 
 
Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
 
From: Zoratto, Philip <Philip.Zoratto@advicecanada.com> 
Sent: December 15, 2025 11:25 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Cranbury, Robert <rcranbury@hfwm.ca>
Subject: CL MGA Workspace Access Request
 
Good Morning Distribution Methodology, 
 
Robert Cranbury (rcranbury@hrwm.ca) would like to request access to the CL MGA Workspace. Robb has a CL contract via Financial Horizons, and doesn’t appear to have MGA Workspace access set up yet. 
 
Would you be able to create a CL MGA Workspace registration request for Robb? I’ve included him on this email in case additional information is needed. 
 
Thank you, 
 
Philip Zoratto CTT+ 
Business Development Consultant | GTA & The Golden Horseshoe
Philip.Zoratto@advicecanada.com | 437-533-5749
 
Out of Office: None 
 
 
 
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
 
Any personal information you provide will be used in accordance with our privacy policy.
 
 


 
-- 
ROBERT CRANBURY 
Investment Representative / Insurance Advisor
Wealth, Income & Risk Strategies
rcranbury@hfwm.ca
HORIZON FINANCIAL & WEALTH MANAGEMENT LTD.
www.hfwm.ca
289-673-4214
833-233-1394
SUPPORT ASSISTANT
EMILY SALVERDA
esalverda@hfwm.ca
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la présente communication, y compris tout fichier joint, est confidentiel et peut être privilégié. Si vous n’êtes pas le destinataire visé (ou si vous ne recevez pas la présente communication au nom du destinataire visé), veuillez en aviser immédiatement l’expéditeur et supprimer ou détruire le présent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. À noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.



-- 
ROBERT CRANBURY 
Investment Representative / Insurance Advisor
Wealth, Income & Risk Strategies
rcranbury@hfwm.ca
HORIZON FINANCIAL & WEALTH MANAGEMENT LTD.
www.hfwm.ca
289-673-4214
833-233-1394
SUPPORT ASSISTANT
EMILY SALVERDA
esalverda@hfwm.ca",True,2025-12-30T20:55:03.000+0000,False,False,005OH00000BGeeHYAT,2025-12-30T20:55:03.000+0000,005OH00000BGeeHYAT,2025-12-30T20:55:04.000+0000,005OH00000BGeeHYAT,2025-12-30T20:55:04.000+0000,(905)682-2651X4308,,rcranbury@hfwm.ca,(905)515-5382,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYETvYAO,False,,24833367,0030A0000029mRWQAY,0010A000002w9RKQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Issues-,Medium,"***************DDS************** 12/30/2025
User called as they were having issues with authenticator. DDS advised user to close session and attempt sign in again and user was able to sign on successfully.



************email chain************

Hello Paul, 

     It was a pleasure assisting you today. Looks like it was the salesforce authenticator potentially timing out after not receiving a response. Suggestion for that would be to just close sign in session and attempt to sign in again for the notification to be received on your phone again. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T21:11:15.000+0000,False,False,005OH00000BFQFHYA5,2025-12-30T21:06:32.000+0000,005OH00000BFQFHYA5,2025-12-30T21:17:20.000+0000,005OH00000BFQFHYA5,2025-12-30T21:17:20.000+0000,(519)661-9029,,paul@paulgowan.com,(519)645-0022,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYGPDYA4,False,,24831110,0030A0000029VXMQA2,0010A000002vvQTQAY,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Client list report Building,Medium,"Assisted ASA in creating a report and educated her that reports for MGA access are limited based on the given template of the specific reports like client list.
==================

Hi Kiyomi,

Thank you for contacting the workspace support about creating a client listing report.

Please be informed that report building for MGA access are limited only to the premade template available in workspace. As for the current request which is the client listing, I have attached a step-by-step guide to try it on your end.

1.	Navigate to All Reports.
2.	Select All Reports on the left-hand side.
3.	Use the search tool to search for the word “inforce”.
4.	Sort the results to show you the report ‘Inforce Client List’ created by Workspace Admin.  
5.	Select this report.
 
 
1.	When the report is populated, it will not initially show any results. Navigate to the filters section.
2.	You may change the Account Owner filter to the name of the desired advisor to show their business. (Please note – the name you type in MUST match the way it is displayed in Workspace i.e. capitalization, punctuation, etc.) 
Or you may delete this filter to see all business to which you are delegated.
 
 
 
 

Please note that the reports created in MGA Workspace cannot be saved. They can only be exported. This report will also not be able to be filtered by advisor codes. It will need to reference the advisor’s name to create this listing. 

Appreciate your patience in going through the process and I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-30T21:05:08.000+0000,False,False,005OH00000BFPZHYA5,2025-12-30T20:22:51.000+0000,005OH00000BFPZHYA5,2025-12-30T21:05:08.000+0000,005OH00000BFPZHYA5,2025-12-30T21:05:08.000+0000,(416)922-5934,,paul.wenning@edwardjones.com,(416)922-6359,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYO3RYAW,False,,24834857,003OH00000YLsrRYAT,001OH00000hLMGRYA4,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Simple Protect Application,Medium,"***DDS SL Dec 30 2025***

Caller requested support with Simple Protect app - supposedly the advisor did not have correct email address recorded 
We cannot change this but we can send application link 

===Email Chain===

Good afternoon Chris, 

This is Kevin from the Canada Life Workspace Support team, reaching out regarding application 60929086-2. We understand the client has been unable to complete their signature for this application. 
We are happy to assist you with this matter.

Please provide this link directly to the client.

Application: 60929086-2

https://repnet1.canadalife.com/simpleprotect/public/verify?uuid=67f440b2-9e91-4756-9c2d-0208a2aca7d6

Expected Information : 
Last Name: Wolsey
Postal Code: B2X2Y9
Date of Birth: January 2nd, 2007

This link will be active for the next 72 hours.
Please note that the link will not work as expected on your device as the servicing advisor, and the link should be accessed only by the client.

Please advise the client to access the link above on a desktop/laptop computer, as mobile devices can cause visibility errors with Simple Protect applications. 
If your client uses a computer designed by Apple, please advise to not use the Safari web browser.
 
If they experience additional interruptions, please do not hesitate to let us know. 
If you have additional questions or require further support, please do not hesitate to let us know.

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!
Thank you and have a great day!
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


Good afternoon Amanda and Nick, 

Thank you for contacting the Workspace Support team. We understand that the client has been unable to complete their signature portion of the mentioned application. We are happy to assist you with this matter. 

While we are not able to directly change the email address for the client on the application, we can share a link that can be given directly to the client in order to complete their signature portion of the application. 

This link can only be shared with the advisor, so we will share this link with Chris Britton in a separate email thread. 

If you have additional questions or require further support, please do not hesitate to let us know.
Have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Nick Ormon <nick@martellowealth.ca> 
Sent: December 30, 2025 3:09 PM
To: Strong, Amanda <Amanda.Strong@canadalife.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Re: Don Wolsey - Application ID 60929086-2

Thanks so much Amanda! Really appreciate your help with this matter. Just a note; Don Wolsey’s email is: dwolsey@ fwhcpa. ca Thanks, and anything else you need from me please let me know! Nick Nicholas Ormon Associate Advisor 902-880-8142 www. martellowealth. ca
ZjQcmQRYFpfptBannerStart
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This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Thanks so much Amanda! Really appreciate your help with this matter.

Just a note; Don Wolsey’s email is: dwolsey@fwhcpa.ca

Thanks, and anything else you need from me please let me know! 

Nick 

Nicholas Ormon 
Associate Advisor 
902-880-8142
www.martellowealth.ca
 
Statement of Confidentiality:  This message (including attachments) may contain confidential or privileged information intended for a specific individual or organization. If you have received this communication in error, please notify the sender immediately. If you are not the intended recipient, you are not authorized to use, disclose, distribute, copy, print or rely on this email, and should promptly delete this email from your entire computer system.

________________________________________
From: Strong, Amanda <Amanda.Strong@canadalife.com>
Sent: Tuesday, December 30, 2025 4:01:26 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Nick Ormon <nick@martellowealth.ca>
Subject: FW: Don Wolsey - Application ID 60929086-2 
 
	You don't often get email from amanda.strong@canadalife.com. Learn why this is important 

Hello Support, 
 
Please assist Nick with this application.
The call centre has indicated that they are having trouble getting the client’s signature.
 
The associate called on behalf of their advisor regarding an incorrect email address on a new term life insurance policy application. 
 
Can we have the email address updated for the client since they need the forms to be signed by the client.
 
Application ID: 60929086-2
Policy owner's name: Don Wolsey
Insured name: Jasmine Wolsey
Advisor code: H8643
Adivsor name:  CHRISTOPHER BRITON
Updated client email address: dwolsey@swhcpa.ca
 
Thanks, 
 
Amanda Strong (she/her)
Associate Manager  |  Insurance Operations, New Business
amanda.strong@canadalife.com  |  306-751-6656
 
  
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.",True,2025-12-30T21:40:46.000+0000,False,False,005OH000001yNnaYAE,2025-12-30T21:40:46.000+0000,005OH000001yNnaYAE,2025-12-30T21:40:46.000+0000,005OH000001yNnaYAE,2025-12-30T21:40:46.000+0000,(902)880-8142,,nick@martellowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYPFgYAO,False,,24835021,0030A000008bnhfQAA,0010A000009WFKcQAO,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T21:44:27.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T21:44:27.000+0000,005OH000004Ir1xYAC,2025-12-30T21:44:27.000+0000,005OH000004Ir1xYAC,2025-12-30T21:44:27.000+0000,(587)888-9005,,jasminemei@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYRisYAG,False,,24836081,003OH00000OJwCDYA1,001OH00000TYyREYA1,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0022825 - Assisted the advisor in resetting her multi-factor authenticator app after going through the authentication process.
=====================

Hi Aprilli,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-30T22:30:31.000+0000,False,False,005OH00000BFPZHYA5,2025-12-30T22:14:02.000+0000,005OH00000BFPZHYA5,2025-12-30T22:34:48.000+0000,005OH00000BFPZHYA5,2025-12-30T22:34:48.000+0000,(778)321-7330,,aprilli@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYUGrYAO,False,,24833518,003OH00000JpZVXYA3,001OH00000OFo8SYAT,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Caller asking for support with setting up delegations,Medium,"***DDS SL Dec 30 2025***

Caller following up from 24828259
Needing clarity concerning delegation 

===Email Chain===

Good afternoon Barry, 

Thank you for contacting the Workspace Support team. We understand that you are requesting for additional support concerning delegation in Workspace.
We are happy to assist you with this matter.
Delegation may be granted to other MGA Workspace users through what is known as Third-Party Access. This will enable tother Workspace users to access business under your advisor codes and can also enable non-advisors that you work with, access to their own Workspace profile. 

To grant delegation (Third-Party Access), please see the attached form. 
This form will need to be completed by you as the advisor, and the completed form will need to be submitted to the Distribution Methodology team at Distribution_Methodology@canadalife.com. 

Once this is completed, the desired recipient will be able to view your business in their Workspace profile and will be granted their own Workspace profile if they do not already have an existing one. 

In the case where the desired recipient does not have their own Workspace profile, the Distribution Methodology team will connect with them and provide the necessary steps to register for their Workspace profile. 

We hope this helps answer your questions, and if you have additional questions or require further support, please do not hesitate to let us know.
For more web-based training and knowledge materials, please see the link below. 
These materials will allow you to gain a deeper understanding of the capabilities of Workspace. 
https://www.acp.canadalife.com/more/technology/workspace-resource-page-mgana.html 

🔺If you could please spare 10 seconds and complete this survey, this will help us improve our ability to serve you in the future. All feedback is welcome and appreciated!

Thank you and have a great day!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! 
You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.

Kevin T. (He/Him/His)
Distribution Digital Support Specialist 
Distribution Digital Support 
Canada Operations
P: 1-888-999-4516 
E: CLWorkspaceSupport@canadalife.com  
View what's new on Workspace 
 

Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.


From: Swoogo Alerts <noreply@swoogo.com> 
Sent: December 30, 2025 2:50 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Subject: [EXT] Additional assistance required

Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below: Who: BARRY CHUNG Topic: Would you like additional training on Workspace/Salesforce? Yes What can we help you
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
Through the completion of the Feedback survey, it was identified that additional assistance is required. Please see the details below:
Who: BARRY CHUNG
Topic: 
Would you like additional training on Workspace/Salesforce? Yes
What can we help you learn more about in Workspace?:  FOLLOW UP WITH SETTING UP DELEGATES. IT SEEMS LIKE TWO STEP PROCESS",True,2025-12-30T21:09:39.000+0000,False,False,005OH000001yNnaYAE,2025-12-30T21:09:39.000+0000,005OH000001yNnaYAE,2025-12-30T21:09:40.000+0000,005OH000001yNnaYAE,2025-12-30T21:09:40.000+0000,(250)712-0508,,barry.chung@edwardjones.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000001yNnaYAE,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYVZYYA4,False,,24834306,0030A00000C07nWQAR,0010A00000CaVJiQAN,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T21:26:43.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T21:26:43.000+0000,005OH000004Ir1xYAC,2025-12-30T21:26:43.000+0000,005OH000004Ir1xYAC,2025-12-30T21:26:43.000+0000,(587)830-0689,,kathytian@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYVmQYAW,False,,24834056,0030A0000029gkIQAQ,0010A000002w4icQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Question on life insurance application and underwriting process,Medium,"Issue: Question on life insurance application and underwriting process
Email: aj.bharj@travelshield.ca
KBA used: KB0021631 
Findings: n/a
Troubleshooting steps involved: n/a


Summary:  The advisor asked about the process for submitting a life insurance application. I explained that after the insured completes the application, the advisor will receive an email to sign as the agent. I also clarified that the application will proceed through underwriting as a new business case. Additionally, I offered to provide more details about the process, including medical requirements and next steps if further information is needed.

===================emails=======================
Hi Armaninder, 

Thank you for contacting Workspace Support regarding your questions on the process for submitting a life application and underwriting process. 

You will find attached a guide that will give you an overview of the process once the application is submitted. 

You can also use this link to get more information about Simple Protect, the platform used to create a life insurance application : https://www.acp.canadalife.com/more/technology/simpleprotect.html

If you have any additional questions, don’t hesitate to communicate with us. 

Have a wonderful day. 

I hope you are satisfied with the resolution of this issue. If you have a few second to spare, I would really appreciate if you  complete this brief survey : complete our brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T21:32:39.000+0000,False,False,0055o000001zVCKAA2,2025-12-30T21:21:18.000+0000,0055o000001zVCKAA2,2025-12-30T21:33:58.000+0000,0055o000001zVCKAA2,2025-12-30T21:33:58.000+0000,(416)900-6052X242,,aj.bharj@travelshield.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYW7PYAW,False,,24833982,0030A0000029jYSQAY,0010A000002w73tQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA set up,Medium,"KB0022825 - Assisted advisor in resetting the MFA after going through the authentication process.
===================

Hi Simon,

Thank you for calling the workspace support about setting up your multi-factor authenticator app/MFA for workspace.
 
We have successfully disconnected the previous MFA and set up a new one for you. We did confirm that you have regained your access to workspace.
 
We appreciate your time and patience going through the process. I know how busy your day can get but I would appreciate you using a few seconds to fill out a brief survey attached to this email for any valuable feedback you have for our team. Thank you for your valuable time.
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Randy D
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com",True,2025-12-30T21:34:24.000+0000,False,False,005OH00000BFPZHYA5,2025-12-30T21:19:45.000+0000,005OH00000BFPZHYA5,2025-12-30T21:36:17.000+0000,005OH00000BFPZHYA5,2025-12-30T21:36:17.000+0000,(403)681-1788,,simon.ma@dfsin.ca,(403)265-0248,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFPZHYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYX57YAG,False,,24835658,0035o000006ykaaAAA,0015o000007bY0zAAE,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA Reset,Medium,"Issue: MFA Reset
Advisor or Support Staff: advisor
Email:	blissfinancialinc@gmail.com
KBA used: KB0020738
Findings: user didnt pass authentification. They couldnt confirm their second agent code during the phone call and hung up
Troubleshooting steps involved


========================emails=====================

Hi Gui, 

Thank you for contacting Workspace Support for your issue with resetting your Multi-Factor Authentication (MFA).

Amongst our requirements, you must confirm your two valid Advisor Codes. To protect your account and ensure security, our authentication guidelines require the following:

If you are unsure of your Advisor Code, please refer to your Managing General Agency (MGA) or National Account leadership. Your Advisor Code (formerly known as Commission Code or Distributor Code) can also be found on your Canada Life contract and in most documentation related to commissions or issued policies.

Once you have your Advisor Codes on hand, we will be happy to assist you with your MFA reset.

As an additional security measure specifically for MFA resets, we will also need to call you back at the phone number we have on file once you have successfully passed the authentication requirements. This ensures that your account remains secure and protected.

If you have any questions or need further guidance, please let us know.

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T22:25:36.000+0000,False,False,0055o000001zVCKAA2,2025-12-30T22:01:06.000+0000,0055o000001zVCKAA2,2025-12-30T22:25:36.000+0000,0055o000001zVCKAA2,2025-12-30T22:25:36.000+0000,(780)232-7415,,blissfinancialinc@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYZZtYAO,False,,24834612,0030A00000AogRHQAZ,0010A00000BNybHQAT,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T21:34:11.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T21:34:11.000+0000,005OH000004Ir1xYAC,2025-12-30T21:34:12.000+0000,005OH000004Ir1xYAC,2025-12-30T21:34:12.000+0000,(204)290-5826,,xiaojingfan@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYZwTYAW,False,,24834683,0030A00000AC76wQAD,0010A00000Al4XUQAZ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T21:36:13.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T21:36:13.000+0000,005OH000004Ir1xYAC,2025-12-30T21:36:14.000+0000,005OH000004Ir1xYAC,2025-12-30T21:36:14.000+0000,(780)977-8512,,sarahsun@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYaqvYAC,False,,24834797,0030A000009PCIMQA4,0010A00000ARLqRQAX,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T21:39:06.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T21:39:06.000+0000,005OH000004Ir1xYAC,2025-12-30T21:39:07.000+0000,005OH000004Ir1xYAC,2025-12-30T21:39:07.000+0000,(587)974-0258,,lisazhou@crius.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYb8hYAC,False,,24835563,003G0000018f6jUIAQ,0010A000002wOjiQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,WRS - Banking Report Request,Medium,"***WRS 2025-12-31***
DM confirmed email was changed.
WRS confirmed in Siebel that email was updated so sent report to user.

***WRS 2025-12-30***
User requested banking report.
WRS found that no email was in Siebel so referred user to DM to update email.

***Email Chain***
Hello Carolyn,

As mentioned in my previous email, please see password below for your password-protected Excel file(s):
1XSML21Q
 
Please note the password is for the Excel file itself. If you are asked to enter a one-time passcode, this is sent by Microsoft 365 Encryption separately as an authentication factor for the encrypted email. Please check your general inbox, spam/junk folder.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




Hello Carolyn,

We see that Distribution Methodology has confirmed that your email address has been updated, and we can also see this change in our system. Please find attached the requested list of clients without banking information on Investment Centre. A separate password email will follow to access this password-protected Excel file.

Thank you again for your time. I would truly appreciate if you could complete a 30-second survey to let me know how I did today! Wealth support (swoogo.com)

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




From: Distribution Methodology <Distribution_Methodology@canadalife.com> 
Sent: December 30, 2025 5:40 PM
To: Lazaro, Carolyn <Carolyn.Lazaro@canadalife.com>; Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Cc: Distribution Methodology <Distribution_Methodology@canadalife.com>
Subject: RE: Banking Report Request - Case 24835563

HI Carolyn

We have added your email address Carolyn.Lazaro@canadalife.com

Thank you.



Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.

From: Lazaro, Carolyn <Carolyn.Lazaro@canadalife.com> 
Sent: December 30, 2025 5:07 PM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Wealth Reporting Support <WealthReportingSupport@canadalife.com>
Subject: FW: Banking Report Request - Case 24835563

Hello,

Please see email below and update my email address on their file. I am requesting the list of my advisors’ clients that HAS NO Banking information on file in order for us to prepare for the coming RRSP season.  Thanks! 


Carolyn Lazaro (she/her), ALMI, ACS 
Advisor Support Associate | Advisor Support
carolyn.lazaro@canadalife.com  | Direct Line/ Work Phone No. (639) 398-2527 
 
Any personal information you provide will be used in accordance with our privacy policy.


From: Wealth Reporting Support <WealthReportingSupport@canadalife.com> 
Sent: December 30, 2025 4:02 PM
To: Lazaro, Carolyn <Carolyn.Lazaro@canadalife.com>
Subject: Banking Report Request - Case 24835563

Hello Carolyn,

We have received your request for a banking report for the following advisor codes: 20895, 18492 and 20979. Unfortunately, it seems like your email is not up to date in our systems. Please email Distribution Methodology at Distribution_Methodology@canadalife.com to have them update your email address on file and CC us in the email request so that upon confirmation, we would be able to send you the requested Banking Report.

If you have any other questions, feel free to reply to this email and we would love to assist you.

Thank you again for your time. 

The Wealth Reporting Support team is available by email, or call us Monday – Friday from 9:00 AM – 5:00 PM EST at 1-888-532-3322.  
 
By replying to this request, any personal information you provide will be used in accordance with our privacy policy and/or to manage the relationship we have with you. To learn more, visit canadalife.com/privacy.

Justin
Distribution Digital Support Specialist
Distribution Digital Support
Canada Operations
P: 1-888-532-3322
E: WealthReportingSupport@canadalife.com
Hours: 9am-5pm EST 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.




Hello,
A new form response has been received requesting a list of clients that don't have banking on file in Investment Centre. The details are as follows:

Request 1:
Advisor:Jennifer Bain - Seed To Shade Wealth Inc.
Code:20895, 18492

Request 2:
Advisor: Luke Engele
Code: 20979

Request 3:
Advisor: 
Code: 

Request 4:
Advisor: 
Code: 

Request 5:
Advisor: 
Code: 

Please email it to carolyn.lazaro@canadalife.com 

You can view the request here - https://769372677.sharepoint.com/:x:/t/MFDAProcessEvolutionTeam/EeNYpivNs0xPtt5qXNELxp4BV9buoalXB0LkUzqVI85o5g?e=zkBivj",True,2025-12-30T21:58:44.000+0000,False,False,005OH00000AX0rVYAT,2025-12-30T21:58:44.000+0000,005OH00000AX0rVYAT,2025-12-31T18:29:30.000+0000,005OH00000AX0rVYAT,2025-12-31T18:29:30.000+0000,(306)370-7608,(306) 370-7608,jenbain@seedtoshadewealth.ca,(306)500-7545,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AX0rVYAT,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYbTdYAK,False,,24834907,0030A000008hrKwQAI,0010A000009cNEuQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,,Medium,,True,2025-12-30T21:41:59.000+0000,False,False,005OH000004Ir1xYAC,2025-12-30T21:41:59.000+0000,005OH000004Ir1xYAC,2025-12-30T21:41:59.000+0000,005OH000004Ir1xYAC,2025-12-30T21:41:59.000+0000,(780)604-6025,,jeffzhao18@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000004Ir1xYAC,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYbYXYA0,False,,24836397,003OH00000ZA8UyYAL,001OH00000iyWiGYAU,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access issue,Medium,"***DDS Dec.30/2025***
User was experiencing access issues to Workspace and was getting the ERR-W1283 error code. Authenticated the user and did a logmein session to troubleshoot. Followed KB0017399 and unlocked the user's account and sent the password reset link to the user's email, once the pw was reset, I then had the user log out to log back in & they were getting the ERR-W1284 error code. Followed KB0020562 had the user go into their email to find the Workspace verification email to click verify now. From there user was able to log in and we then connected their Google Authenticator to their account, the user was able to log in/log out and log back in successfully.

REF KB:  KB0017399 / KB0020562

*****Email*****

Hello Gurmeet,

Thanks for contacting the Workspace Support team, it was a pleasure speaking with you today regarding your Workspace access issue.

During our call, I was able to unlock your account and send you the password reset link to your email.
You were then able to reset your password, and we connected an Authenticator to your Workspace account.
As a reminder, whenever you log in to your Workspace account, please open the Google Authenticator app on your phone and input the generated six-digit verification code into Workspace.

For any form or process related inquires please reach out to the Advisor Service Centre at 1-888-252-1847 and they should be able to assist you further.

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey by using this link https://advisorynetwork.swoogo.com/idfeedback.

Have a great night!

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Saleman A.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T23:09:42.000+0000,False,False,005OH00000BFQFBYA5,2025-12-30T22:25:10.000+0000,005OH00000BFQFBYA5,2025-12-30T23:15:17.000+0000,005OH00000BFQFBYA5,2025-12-30T23:15:17.000+0000,(604)585-0945,,gurmeetmuker@yahoo.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYfVfYAK,False,,24836353,0030A0000029j9nQAA,0010A000002w6iGQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,MFA,Medium,"Advisor needed to reset their MFA.
************
Hi Sha , thank you for contacting the workspace support today.

To recap our call, you needed assistance with resetting your MFA. We were able to do it successfully.

If you are having any issues, please let me know in your response.

We would love to hear your feedback, I would appreciate if you could fill out this survey

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 

Adanne C.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T22:32:17.000+0000,False,False,005OH00000BFQFCYA5,2025-12-30T22:23:04.000+0000,005OH00000BFQFCYA5,2025-12-30T22:36:13.000+0000,005OH00000BFQFCYA5,2025-12-30T22:36:13.000+0000,(416)908-3289,,solutionstotrust@gmail.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFCYA5,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYfXGYA0,False,,24835612,003G0000018f6YOIAY,0010A000002wOVTQA2,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,misdirect,Medium,"*12/30*
----------------
shawn flaniggan 
all of my emails from headoffice are going to shawn@otfs.ca
office 365 account has been closed, opened my own office 
spoke with someone earlier about this, 
SHAWN.FLANNIGAN@live.ca

Need office 365 set up, unable to set up the office email in O365.
Best Contact -705 292 7358


*email*
----------------

Good afternoon Shawn 

thank you for contacting the Workspace Support Team with your inquiry. 

You were looking for assistance with setting up your office 365 subscription. This is not something the Workspace Support Team can support but we were able to find your TSP Samy Archille, their email is samy.archille@conseilscanada.com. They should be able to help you do this. If there are any questions or concerns, please reply to this email. 

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
  
Regards, 
    
Mike W.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 

Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-30T22:27:04.000+0000,False,False,005OH000008919xYAA,2025-12-30T21:59:52.000+0000,005OH000008919xYAA,2025-12-30T22:27:04.000+0000,005OH000008919xYAA,2025-12-30T22:27:04.000+0000,(705)760-2315,(705) 760-2315,shawn@otfs.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iYzULYA0,False,,24838171,0031600002YSBqXAAX,0010A000002wODdQAM,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Avisor unable to access the link in the compliance email regarding flagged CRM data review,Medium,"Issue: Advisor unable to access the link in the compliance email regarding flagged CRM data review. Advisor received an email instructing them to review and delete any misaligned CRM data before extraction but cannot open the provided SharePoint link.
Advisor or Support Staff: advisor
Email: brandonfinance@brandonmyketa.ca
KBA used: KB0023126 
Findings: user received the email that flag some of the data for the crm decommission because of buy/sell. The link is not working when they click on it in the email 
Troubleshooting steps involved: asked user to clear cache and cookies and provided explanation for the CRM buy/sell email 


=======================emails==========================
Hi Brandon, 

Thank you for sending the screenshot and the email below. 
The section in your email about reviewing CRM data refers to a compliance step before your CRM extract is processed. Canada Life has provided a flagged CRM data report because, in some cases, CRM data from previous buy/sell transactions may include information that does not relate to policies you currently service. This happened because Workspace linked CRM data to clients rather than individual policies, and during partial buy/sells between 2020 and 2024, all CRM data for a client was copied even if only some policies were purchased.

You are asked to review the flagged items and delete any data that does not pertain to your current book of business. This ensures we meet legal, compliance, and privacy obligations. If the data is relevant, you can leave it as is. If it is not, please delete it in Workspace using the steps outlined in this guide. 

But before you can review this data, you will first need to be able to access the link from your email that is currently not working.  


To resolve the issue with the link:

1.	If you are using Google Chrome, clear your cache and cookies:
o	Click the three dots in the top-right corner > Settings > Privacy and security > Clear browsing data.
o	Select Cookies and other site data and Cached images and files, then click Clear data.
o	Close all browser windows and reopen Chrome before retrying the link.

2.	If you are using Microsoft Edge, follow similar steps:
o	Click the three dots in the top-right corner > Settings > Privacy, search, and services > Clear browsing data.
o	Choose Cookies and other site data and Cached images and files, then click Clear now.
o	Close all browser windows and reopen Edge before retrying the link.

Once you cleared your cache and cookies, try to access the link from your email. Let us know if the link work or not by sending us an email. If the link still doesn’t work, we will escalate your case to our second level support. 

Thanks for your help. 



The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 


From: Brandon Myketa <brandonfinance@brandonmyketa.ca> 
Sent: Tuesday, December 30, 2025 7:10 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: [EXT] FW: ACTION REQUIRED: Prepare for your CRM data extraction | MESURE À PRENDRE : Préparer vos données de GRC pour extraction

Good Evening, Just sending this in response to case number 24838171. Please look into and get back to me. Thank you! Brandon Myketa, Founder, Myketa Life & Wealth Inc. Insurance Advisor & Employee Benefits Broker Investment Representative
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd

Good Evening,

Just sending this in response to case number 24838171. Please look into and get back to me. Thank you!

 

 
 
Brandon Myketa, Founder, Myketa Life & Wealth Inc. 
 
Insurance Advisor & Employee Benefits Broker
Investment Representative – Quadrus Investment Services LTD. 
217 Algoma Street South, 2nd Floor, Unit A – Thunder Bay, ON P7B3C3
Cell: 807-355-3668                
IG: @financemanbrandon     FB: Brandon Myketa: Life & Wealth Page     
 
The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

From: Canada Life News <Canadalifenews@mail.canadalife.com> 
Sent: December 12, 2025 9:31 AM
To: Brandon Myketa <brandonfinance@brandonmyketa.ca>
Subject: ACTION REQUIRED: Prepare for your CRM data extraction | MESURE À PRENDRE : Préparer vos données de GRC pour extraction

Your client relationship management (CRM) data is almost ready for extraction from Workspace.
View in browser

 	 	 

Your client relationship management (CRM) data is almost ready for extraction from Workspace. As we told you earlier, we needed to review CRM data related to buy/sell transactions involving your book of business. Refer to the Background section for more details on what this means. 

Our review is now complete, and we’re ready to move forward. During our review of the CRM data, we identified some records that may not be related to policies you currently service and which require your review and validation. 
Next steps 
Here’s what you need to do: 
1.	Review your CRM data in Workspace and delete any misaligned data

To safeguard your clients’ data, please review your CRM data and delete any data that doesn’t pertain to the policies you currently service. Deleting any misaligned data will help ensure that together we’re meeting our legal, compliance and privacy obligations. 

The linked report includes a list of clients involved in buy/sell transactions as well as a direct link to view the potentially misaligned data in Workspace. Please carefully review each item and decide if any need to be deleted from your account in Workspace. Use this guide to help your review.

We didn’t delete this potentially misaligned data on your behalf because we are not able to clearly determine the data does not relate to policies you service. As the advisor of record, you are in a better position to make this determination. If you need support, contact Workspace Support.

Click this link to view your CRM data.
2.	Complete the acknowledgement

In the new year, we’ll send you a DocuSign link so you can complete an acknowledgement confirming that you’ve reviewed your CRM data, you’ve deleted data that is not related to the policies you service, you’re not aware of unauthorized use or further disclosure of misaligned data while you’ve had access to it, and will notify us if you become aware of any unauthorized use or further disclosure of misaligned data. After you’ve signed, we’ll extract the CRM data and notify you by email when it’s ready for you to download in January 2026.
Background
In Workspace, CRM data is linked to a client, not to an individual policy or account. Between 2020 and 2024, when a book of business was sold, Workspace automatically copied CRM data from a selling advisor’s account to a buying advisor’s account. For partial buy/sell transactions, CRM data associated with all of a client’s policies or accounts was copied, even if the buying advisor only bought some of that client’s policies. This may have resulted in the purchasing advisor potentially having access to CRM data for policies they don’t service. The automatic copying of client data in Workspace was turned off in October 2024. 
Need help?
Review these resources, including frequently asked questions. Contact Workspace Support if you have questions about Workspace or accessing your CRM data.
Read more



 


 
Canada Life and design are trademarks of The Canada Life Assurance Company.
 



 
 	 	 

Vos données de GRC sont presque prêtes à être extraites de l’Espace affaires. Comme nous vous l’avons indiqué plus tôt, nous avons dû examiner les données de GRC liées aux transactions de rachat comprises dans votre bloc d’affaires. Consultez la section Contexte pour obtenir de plus amples renseignements sur ce que cela signifie. 

Notre examen est maintenant terminé et nous sommes prêts à aller de l’avant. Au cours de notre examen des données de GRC, nous avons repéré certains dossiers qui pourraient ne pas être liés aux polices dont vous assurez actuellement le service et que vous devrez examiner et valider. 
Prochaines étapes 
Voici ce que vous devez faire : 
1.	Passer en revue vos données de GRC dans l’Espace affaires et supprimer toute donnée non pertinente

Pour protéger les données de vos clients, veuillez passer en revue vos données de GRC et supprimer toute donnée non liée aux polices dont vous assurez actuellement le service. La suppression des données non pertinentes nous aidera à nous assurer qu’ensemble, nous respectons nos obligations légales, réglementaires et liées à la protection des renseignements personnels. 

Le rapport en pièce jointe comprend une liste des clients visés par des transactions de rachat ainsi qu’un lien direct pour consulter les données pouvant s’avérer non pertinentes dans l’Espace affaires. Veuillez examiner attentivement chaque élément et décider s’il doit être supprimé de votre compte dans l’Espace affaires. Utilisez le guide en pièce jointe pour faciliter votre examen.

Nous n’avons pas supprimé les données qui pourraient s’avérer non pertinentes en votre nom, car nous ne sommes pas en mesure de déterminer clairement si elles se rapportent ou non à des polices dont vous assurez le service. En tant que conseiller réalisateur, vous êtes le mieux placé pour prendre cette décision. Si vous avez besoin d’aide, communiquez avec l’équipe de soutien de l’Espace affaires.

Cliquez sur ce lien pour voir vos données de GRC.
2.	Fournir l’attestation 

En début d’année, nous vous enverrons un lien DocuSign afin que vous puissiez remplir une attestation confirmant que vous avez passé en revue vos données de GRC et que vous avez supprimé les données qui ne sont pas liées aux polices dont vous assurez le service, que vous n’êtes au courant d’aucune utilisation ou autre communication non autorisée de données non pertinentes alors que vous y aviez accès et que vous nous informerez si vous prenez connaissance d’une utilisation ou autre communication non autorisée de données non pertinentes. En janvier 2026, une fois que vous aurez signé l’attestation, nous extrairons vos données de GRC et vous aviserons par courriel lorsqu’elles seront prêtes à être téléchargées. 
Contexte
Dans l’Espace affaires, les données de GRC sont liées à un client, et non à une police ou à un compte individuel. Entre 2020 et 2024, lorsqu’un bloc d’affaires était vendu, l’Espace affaires copiait automatiquement les données de GRC du compte du conseiller vendeur dans le compte du conseiller acquéreur. Pour les transactions de rachat partiel, les données de GRC associées à l’ensemble des polices ou des comptes d’un client ont été copiées, même si le conseiller acquéreur n’avait acheté que certaines des polices du client. Par conséquent, le conseiller acquéreur pourrait avoir accès aux données de GRC pour des polices dont il n’assure pas le service. La copie automatique des données des clients dans l’Espace affaires a été désactivée en octobre 2024. 
Besoin d’aide?
Passez en revue ces ressources, y compris une foire aux questions. Communiquez avec l’équipe de soutien de l’Espace affaires si vous avez des questions sur l’Espace affaires ou sur l’accès à vos données de GRC.
Lire la suite

 
Canada Vie et le symbole social sont des marques de commerce de La Compagnie d’Assurance du Canada sur la Vie.
 
Hi Brandon, 

Thank you for contacting Workspace Support for reaching out for your CRM Data extraction issue. 

As discussed, could you please provide a screenshot of the error message you are getting when clicking on the link in the email? 

We will escalate your case to our second level support team for investigation. 


The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Carl D.
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
 
 
   
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2026-01-15T23:05:35.000+0000,False,False,0055o000001zVCKAA2,2025-12-30T23:55:14.000+0000,0055o000001zVCKAA2,2026-01-15T23:05:36.000+0000,0055o000001zVCKAA2,2026-01-15T23:05:36.000+0000,(807)355-3668,(807) 355-3668,brandonfinance@brandonmyketa.ca,(807)577-8705,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iZ6veYAC,False,,24838575,003OH00000M8wAUYAZ,001OH00000QuhOvYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace registration,Medium,"*12/30*
----------------
Janet Hall 

trying to register, disconnected mid sentence, could not call them back, went to vm
*email*
----------------
Good afternoon Janet, 

Thank you for contacting the Workspace Support Team with your inquiry. 

You were trying to register for Workspace, but the line dropped mid sentence. We tried to call you back, but it went to your voicemail. Please call back if you still require assistance, any one of us can provide support for this. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Mike W.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-31T00:53:37.000+0000,False,False,005OH000008919xYAA,2025-12-31T00:29:56.000+0000,005OH000008919xYAA,2025-12-31T00:53:37.000+0000,005OH000008919xYAA,2025-12-31T00:53:37.000+0000,(416)459-7287,,janetandrea.hall@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000008919xYAA,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000iZAWDYA4,False,,24838618,003OH00000M8wAUYAZ,001OH00000QuhOvYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,#Primerica - Registration Issue,Medium,"Issue: #Primerica - Registration Issue - Something went wrong
Advisor or Support Staff: advisor
Email: janetandrea.hall@primerica.com
KBA used: KB0023476
Findings: user needed help to finish their registration
Troubleshooting steps involved
===============================emails========================


Hi Janet, 

Thank you for contacting Workspace Support for your Workspace registration issue. 

I am glad I was able to help you resolve your registration issue, 

As mentioned during our call, if you have any other issues, don’t hesitate to send us an email or call us. We will be glad to assist you again. 😊

Have a wonderful evening and happy new year!

Your feedback is vial to my ongoing efforts to enhance my services and better support you in the future. Click on the survey link to share your valuable insights on how I was able to help you today or how I should help you better the next time✍️: complete ou brief survey

  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
 
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support
 
  
Warm Regards, 
  
Carl D.    
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
 
 
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-31T00:59:42.000+0000,False,False,0055o000001zVCKAA2,2025-12-31T00:33:46.000+0000,0055o000001zVCKAA2,2025-12-31T00:59:42.000+0000,0055o000001zVCKAA2,2025-12-31T00:59:42.000+0000,(416)459-7287,,janetandrea.hall@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,0055o000001zVCKAA2,,,,,,,0.0,0.0,0.0,,False,93.0
500OH00000ia3qvYAA,False,,24841453,0030A0000029ZzaQAE,0010A000002vzDkQAI,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace access,Medium,"*** DDS Dec 31st, 2025 ***
User has new phone. Authenticated with rotation 2 and followed KB0020738 to disconnect and help reconnect authentication method with Google Auth app. 
=============
Bonjour Roger,

C’était un plaisir de vous parler aujourd’hui pour vous aider à accéder à votre compte Espace Affaires.

Durant notre appel, je vous ai aidé à déconnecter l’authentification précédente et à connecter l’application Google Authentication à votre compte. Au final vous vous êtes connecté avec succès.

Si vous avez d’autres questions, n’hésitez pas à nous contacter et nous nous ferons un plaisir de vous aider.

Si vous avez 20 secondes de libre, nous aimerions que vous puissiez nous donner vos retours sur notre service aujourd’hui. Merci beaucoup.

Si vous avez d’autres questions ou suggestions, n’hésitez pas à contacter l’équipe d’assistance d’Espace Affaires par courriel à CVSoutiensEspaceAffaires@canadavie.com ou par téléphone au 1-800-475-7001 du lundi au vendredi de 8h à 20h HNE.   
Lien vers ce qui se trouve dans Espace Affaires et ce qui va arriver bientôt: Mises à jour – AGD/CN  

Cordialement,
    
Martin G
Spécialiste en soutien de la distribution numérique 
Distribution Digital Support (DDS)    
Opérations Canada 
T: 1-800-475-7001    
C: CVSoutiensEspaceAffaires@canadavie.com ",True,2025-12-31T14:50:46.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-31T14:39:02.000+0000,005OH00000AbJ7aYAF,2025-12-31T14:50:46.000+0000,005OH00000AbJ7aYAF,2025-12-31T14:50:46.000+0000,(418)572-5401,,rogerallaire@rogerallairersjp.com,(418)780-1355,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,92.0
500OH00000ia9ptYAA,False,,24841460,003OH00000M9608YAB,001OH00000QuuGwYAJ,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Primerica Application submission email inquiry-,Medium,"**************DDS************ 12/31/2025
User calling for email address to send application to for RRSP. provided email to user per assist. 

ref: KB0016002

****************email chain**************

Hello Heather, 

    It was a pleasure assisting you today. Due to your client’s email not working, the email address to send the application will be advisordirectscan@canadalife.com. If you have any questions or concerns, please don’t hesitate to reach out. Have a good day!
 
I would really appreciate, If you could also please take a moment to fill out this survey to tell me how I did. 

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   
  
Warm Regards, 
  
Busayo A.  
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-31T14:48:22.000+0000,False,False,005OH00000BFQFHYA5,2025-12-31T14:39:13.000+0000,005OH00000BFQFHYA5,2025-12-31T14:56:57.000+0000,005OH00000BFQFHYA5,2025-12-31T14:56:57.000+0000,(905)329-1922,,heathergmurphy@primerica.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFHYA5,,,,,,,0.0,0.0,0.0,,False,92.0
500OH00000iaAHFYA2,False,,24839863,003G0000018f6k7IAA,0010A000002wOlrQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,illustration for the client’s life insurance policy 4516235-7,Medium,"***DDS*** 12/31/25
Name:  ANDREW MACQUARRIE
Phone: 
Agent code: 25947
Reference: 
Advisor name: JASON ADAM BORBATH

Hi Peter,

Thank you for contacting the Workspace support group regarding illustration for the client’s life insurance policy 4516235-7

Unfortunately Workspace Support does not have the ability to pull illustrations.

It also looks like Drew does not have TPA access to Jasons clients.

Please see attached link for Advisor Content Hub to request TPA access. Requesting delegate access to London Life desktop illustration application 

Jason will need to fill out the third-party access form, sign and attach it to the pre-drafted email template.  

I have also attached a copy of the TPA form that Jason will need to complete and send to Distribution_Methodology@canadalife.com

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 


Regards, 

Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Magier, Peter <Peter.Magier@canadalife.com> 
Sent: December 30, 2025 3:18 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>; Inforce Par Illustrations <InforceParIllustrations@canadalife.com>
Subject: William Merryweather Life Insurance Policy

Hi Team,

Can you please assist with providing an illustration? I’m not able to pull this up in Workspace.

Policy 4516235-7

Peter Magier
Canada Life
Advisor Support Associate
Work: (519) 435-7169 

From: Drew MacQuarrie <drew@platinumwealth.ca> 
Sent: December 29, 2025 5:07 PM
To: Magier, Peter <Peter.Magier@canadalife.com>
Subject: [EXT] William Merryweather Life insurance policy

Hey Peter, Would you please get me an illustration for the client’s life insurance policy 4516235-7 I know its under Jason but I am meeting the client on January 7th. Jay and I are having an issue with the product illustration for the
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Hey Peter,

Would you please get me an illustration for the client’s life insurance policy 4516235-7

I know its under Jason but I am meeting the client on January 7th.

Jay and I are having an issue with the product illustration for the old life policies.

Thanks,


Drew MacQuarrie

 

(519) 601-9622 
1-1478 Seagull Road, London ON, N6H 5L9
platinumwealth.ca

How do I continue to protect my money from market shifts?",True,2025-12-31T13:17:39.000+0000,False,False,005OH00000BGeeHYAT,2025-12-31T13:17:39.000+0000,005OH00000BGeeHYAT,2025-12-31T13:48:33.000+0000,005OH00000BGeeHYAT,2025-12-31T13:48:33.000+0000,(519)601-9622,(519) 636-5560,jason@platinumwealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,92.0
500OH00000iaB5FYAU,False,,24839898,003OH00000YLsrRYAT,001OH00000hLMGRYA4,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,SP Resend of Link,Medium,"•	Reason for call: Requires another signature link for SP App
Authentication: Yes/No, which rotation: No
•	Troubleshooting steps completed: n/a
•	Email correspondence: n/a
•	Source of triage (e.g., “As per KBA001234”): n/a

Refer to case 24834857, signature link was sent. Sent email to see if we can resend link.",True,2025-12-31T13:35:23.000+0000,False,False,005OH00000BFQFGYA5,2025-12-31T13:21:56.000+0000,005OH00000BFQFGYA5,2025-12-31T13:35:23.000+0000,005OH00000BFQFGYA5,2025-12-31T13:35:23.000+0000,(902)880-8142,,nick@martellowealth.ca,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFGYA5,,,,,,,0.0,0.0,0.0,,False,92.0
500OH00000iaCmEYAU,False,,24841335,0030A0000029jh7QAA,0010A000002w79yQAA,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Process Walkthrough,Medium,discussed next steps if funds reject.,True,2025-12-31T14:40:12.000+0000,False,False,005OH000006uYrkYAE,2025-12-31T14:35:55.000+0000,005OH000006uYrkYAE,2025-12-31T14:40:12.000+0000,005OH000006uYrkYAE,2025-12-31T14:40:12.000+0000,,,,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH000006uYrkYAE,,,,,,,0.0,0.0,0.0,,False,92.0
500OH00000iaDgeYAE,False,,24841283,003OH00000YooHRYAZ,001OH00000iHqs9YAC,,,,,,,012OH000000ijW5YAI,Closed,,Phone,,Workspace Support-LOG IN,Medium,"user received err-w1281 when logging in workspace, upon investigating he is not yet registered for workpsace he just receive user id today.
send user instruction on how to registered after the 3business days wait time.
KB0020560  
email..................................
Hello Fan,
Thank you for reaching out to Workspace Support, , It was a pleasure talking with you.
As we discussed over the phone, your Workspace registration is not yet completed; please follow the steps below for the second stage of registration after waiting 48 business hours. For any client information in the meantime please reach out to client service on 1 888 252 1847.
Here are the steps below for the registration process:
 
1. Follow the registration link
•	https://workspace.canadalife.com/registration
•	https://espaceaffaires.canadavie.com/inscription
 
2. Enter the RepNet user ID and Password
 
 
 
3. Click on Verify and navigate to the next page
4. Fill in the required details marked by the red asterisk
 
 
 
 
5. Click on Next to navigate to the next page
6. Read and accept the Terms of use
 
 
 
7. A verification email will be sent to your email address
 
 
 
 
8. Verify the email by clicking Verify Now. Your account will be activated once the email is verified
 
 
 
 
 
9. Close the browser
 
10. Then open a new browser and accesses the Workspace login screen using the link
•	https://workspace.cnadalife.com
•	https://espaceaffaires.canadavie.com
 
 
 
11. You then enter your email and password to access Workspace.
 
If you need any assistance with registering, please reach out to use and we can set up a time to call and go over the steps with you.


If you need more help, don't hesitate to contact us.
We would be grateful if you could take a moment to give us feedback on your experience today by clicking on the survey link survey .
Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

Link for more information on Simple Protect: SimpleProtect - Learning and support

  
Warm Regards, 
  
Natasha R
Distribution Digital Support Specialist 
Distribution Digital Support   
Canada Operations    
P: 1-800-475-7001  
E: CLWorkspacesupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.",True,2025-12-31T14:51:13.000+0000,False,False,005OH00000AZ3ZxYAL,2025-12-31T14:34:02.000+0000,005OH00000AZ3ZxYAL,2025-12-31T14:51:14.000+0000,005OH00000AZ3ZxYAL,2025-12-31T14:51:14.000+0000,(514)394-3024,,fgu@3macs.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AZ3ZxYAL,,,,,,,0.0,0.0,0.0,,False,92.0
500OH00000iaIl4YAE,False,,24841431,003G0000018f6hHIAQ,0010A000002wOhXQAU,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue report,Medium,"*** DDS Dec 31st, 2025 ***
User wanted to merge two accounts with name discrepancy. Followed KB0020913. Changed names in CIS accounts 0007246934 and 2906511052 to remove the middle ""M"".
==============
Good morning Jaclyn,

Thank you for contacting Workspace Support to report a merge issue for client Shawn Hughes for policies B187075-1 and 95050653.
 
The information has been updated to match both accounts and the accounts should have the prompt to merge on Workspace in the next 2-3 business days.
 
If you have other questions or if the issue persists, don’t hesitate to reach out and we will gladly help.

I’m glad I was able to assist you today with this merge issue report. If you could kindly spare 20 seconds to share feedback with my team about how I assisted you that would be greatly appreciated. Thank you in advance for your time.

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
Link for more information on Simple Protect: SimpleProtect - Learning and support
  
Regards, 
    
Martin G
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com",True,2025-12-31T14:38:32.000+0000,False,False,005OH00000AbJ7aYAF,2025-12-31T14:38:32.000+0000,005OH00000AbJ7aYAF,2025-12-31T15:05:31.000+0000,005OH00000AbJ7aYAF,2025-12-31T15:05:31.000+0000,(604)868-1522,(604) 868-1522,gary@ghughesgroup.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000AbJ7aYAF,,,,,,,0.0,0.0,0.0,,False,92.0
500OH00000iaIpwYAE,False,,24840677,0030A0000029d0eQAA,0010A000002w1bBQAQ,,,,,,,012OH000000ijW5YAI,Closed,,Email,,policy 60410810T.,Medium,"***DDS*** 12/31/25
Name:  Christine Bisnauth 
Phone: 
Agent code: 97811
Reference: KB0021280
Advisor name: CLIFFORD PIPKE

Hello Christine,

Thank you for contacting the Workspace support group regarding policy 60410810T.   

Unfortunately RBCWM is not the servicing advisor for policy 60410810T.    

Please contact distribution_methodology@canadalife.com for assistance

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Rafique, Naila <Naila.Rafique@canadalife.com> 
Sent: December 30, 2025 3:40 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Subject: FW: 60410810T FW: RE: [EXT] Canada Life Policy Status [ thread::KurNG6EjITu8LTrJ1IYJmhw:: ]

Hello Team,

Please see below and kindly assist the advisor regarding their access inquiry.

If you have any other question or request, please contact our Client Service Centre toll-free at 1-888-252-1847 or email at: CANINDSERV@canadalife.com

Thanks,

Naila Rafique
In-Force Policy Analyst | Insurance Operations, In-Force Policy
Analyste – Polices en vigueur | Exploitation Assurance, Polices en vigueur

Naila.Rafique@canadalife.com  | Phone/ Téléphone: 306-751-6728 | Toll-free/ Téléphone sans frais: 1-888-252-1847 

 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage.
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus.

From: RBC WMFS Inforce Policy Admin <dsinsuranceservicesupportcanada@rbc.com> 
Sent: December 16, 2025 2:06 PM
To: CANINDSERV <CANINDSERV@canadalife.com>
Subject: 60410810T FW: RE: [EXT] Canada Life Policy Status [ thread::KurNG6EjITu8LTrJ1IYJmhw:: ]

Hello, Can you please advise on the email below. Thank you, Christine Bisnauth |Team Lead, Inforce Policy Admin| RBC Wealth Management Financial Services Inc. | 155 Wellington Street West, 17thFloor, RBC Centre, Toronto, ON M5V 3H1 | T. 416-955-8485
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Hello,

Can you please advise on the email below.

Thank you,

Christine Bisnauth |Team Lead, Inforce Policy Admin| RBC Wealth Management Financial Services Inc. | 155 Wellington Street West, 17thFloor, RBC Centre, Toronto, ON M5V 3H1 | T. 416-955-8485 | F. 416-313-5490

IMPORTANT: The content in this email is provided for the general guidance and benefit of the intended recipient, and is based on information that we believe to be accurate, but we cannot guarantee its accuracy or completeness. Clients should consult their own lawyer, accountant or other professional advisor to ensure that their own circumstances have been considered properly and that action is taken on the latest available information. Interest rates, market conditions, tax rules, and other investment factors are subject to change.




--------------- Forwarded Message ---------------
From: RBC WMFS Inforce Policy Admin [dsinsuranceservicesupportcanada@rbc.com]
Sent: 2025-12-04, 11:31 a.m.
To: canadalifeinsuranceadministration@canadalife.com
Subject: FW: RE: [EXT] Canada Life Policy Status [ thread::KurNG6EjITu8LTrJ1IYJmhw:: ]

Hello,

Do you know why I cannot see the policy on the Canada Life site? Is RBCWM the servicing advisor?

 
Thank you,

Christine Bisnauth |Team Lead, Inforce Policy Admin| RBC Wealth Management Financial Services Inc. | 155 Wellington Street West, 17thFloor, RBC Centre, Toronto, ON M5V 3H1 | T. 416-955-8485 | F. 416-313-5490

IMPORTANT: The content in this email is provided for the general guidance and benefit of the intended recipient, and is based on information that we believe to be accurate, but we cannot guarantee its accuracy or completeness. Clients should consult their own lawyer, accountant or other professional advisor to ensure that their own circumstances have been considered properly and that action is taken on the latest available information. Interest rates, market conditions, tax rules, and other investment factors are subject to change.




--------------- Forwarded Message ---------------
From: Canada Life Insurance Administration [canadalifeinsuranceadministration@canadalife.com]
Sent: 2025-12-03, 1:43 p.m.
To: dsinsuranceservicesupportcanada@rbc.com
Subject: RE: [EXT] Canada Life Policy Status [ thread::KurNG6EjITu8LTrJ1IYJmhw:: ]
[External]
Good Afternoon,
This email is in response to policy 6041810T. 
This policy is on annual mode of payment. It is active and currently paid to November 12, 2026. 
Thank you, 
This mailbox cannot receive messages. Please send your life insurance service requests to CANINDSERV@canadalife.com. If your advisor firm has the ability to use Workspace, we encourage you to send new requests through Workspace as it’s faster. The Client Service Centre can also help with most inquiries. You can reach them at 1-888-252-1847. 

Insurance Operations, In-Force Policy 
Exploitation Assurance, Polices en vigueur 

 
Visit canadalife.com Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
From: RBC WMFS Inforce Policy Admin 
Sent: November 19, 2025 10:35 AM
To: CANINDSERV 
Subject: [EXT] Canada Life Policy Status [ thread::KurNG6EjITu8LTrJ1IYJmhw:: ]
Hello, Can you please advise if the policy has closed, lapsed or surrendered and can you please provide the month/day/year it happened so I can update my system. Canada Life 60410810T - ML Beatty Holdings Inc (Matthew Carlson) Thank you, Christine
Hello,

Can you please advise if the policy has closed, lapsed or surrendered and can you please provide the month/day/year it happened so I can update my system.

Canada Life 60410810T - ML Beatty Holdings Inc (Matthew Carlson)


Thank you,

Christine Bisnauth | Team Lead, Inforce Policy Admin| RBC Wealth Management Financial Services Inc. | 155 Wellington Street West, 17th Floor, RBC Centre, Toronto, ON M5V 3H1 | T. 416-955-8485 | F. 416-313-5490",True,2025-12-31T14:11:30.000+0000,False,False,005OH00000BGeeHYAT,2025-12-31T14:11:30.000+0000,005OH00000BGeeHYAT,2025-12-31T14:11:54.000+0000,005OH00000BGeeHYAT,2025-12-31T14:11:54.000+0000,(604)639-0032,,cliff@informafinancial.ca,(604)676-2260,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BGeeHYAT,,,,,,,0.0,0.0,0.0,,False,92.0
500OH00000iaJJ1YAM,False,,24854049,003G0000018f71fIAA,0010A000002wP4zQAE,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Merge issue,Medium,"***DDS Dec.31/2025***
Merge request completed for the user for policies B728172-2 / 310069167 belonging to the client KYLE ELLIS HLOZAN.

LL - Policies - B728172-2 / E212914T / E214064P / E214065P / 141113757- Client ID - 1903982430 - IIP3 - Moved middle name from first name field to middle name field

CL - Policy - 310069167 - Client ID - 9277666124 - CIWSU - Added middle name to populate the merge prompt for the user 

REF KB: KB0020913

*****Email*****

Hello Larry,

Thank you for reaching out to the Workspace Support Team regarding the merge issue.
 
We've made an amendment to Kyle Ellis Hlozan, and you should see the merge prompt within 2 - 4 business days. Please check both contact files for the merge prompt. If the issue persists, please reach out to let us know!

I'd very much appreciate it if you wouldn't mind taking a minute to just share feedback on how I helped you today in our survey.

Have a great rest of your day & Happy New Year!

The Workspace Support team is available by email, or call us Monday – Friday from 8:00 AM – 8:00 PM EST at 1-888-999-4516.    
  
Link for what’s on Workspace and what’s coming soon: Updates – Advisor Solutions 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
Regards, 
    
Saleman A.   
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: WorkspaceSupport@canadalife.com 
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 
 



From: Larry Gilks <larry.gilks@bowmanvillefinancialadvisor.com> 
Sent: December 31, 2025 12:27 PM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Gilks, Larry <larry.gilks@bowmanvillefinancialadvisor.com>
Subject: [EXT] Kyle Ellis Hlozan - Merge request - Case - 24854049

The following client is the same person. Please have these accounts merged. We searched for hlozan Search Results Searchable objects from navigation bar All Accounts Assets Dashboards Files Leads Opportunities Reports Accounts 2 Results •Sorted
ZjQcmQRYFpfptBannerStart
This message is from an external sender - Ce courriel provient d’un expéditeur externe. 
This message came from outside your organization. - Ce courriel provient de l’extérieur de votre organisation. 
    Report Suspicious     



ZjQcmQRYFpfptBannerEnd
The following client is the same person.
Please have these accounts merged.

We searched for hlozan
Search Results
Searchable objects from navigation bar
•	All
•	Accounts
•	Assets
•	Dashboards
•	Files
•	Leads
•	Opportunities
•	Reports
Accounts
2 Results
•Sorted by
SORTACCOUNT NAME
SORTDATE OF BIRTH
PHONE	SORTACCOUNT RECORD TYPE
SORTKIND
SORTACCOUNT OWNER
SORTSTATUS

KYLE ELLIS HLOZAN
28/11/1986	(905) 242-5644	Individual	Individual	Larry Gilks	Active
KYLE HLOZAN
28/11/1986	(905) 242-5644	Individual	Individual	Larry Gilks	Active

Thank you
Charmaine Gilks
Marketing Associate for Advisor Larry Gilks

Larry Gilks H.B.Comm, CFP, CHS
Certified Financal Planner
Brick House Financial
Investment Representative 
Quadrus Investment Services Ltd.
6 St George Street N
Bowmanville, Ontario L1C 2K5
Office:  905-623-0443
Email:  larry.gilks@bowmanvillefinancialadvisor.com
  
The contents of this communication including any attachments are confidential and may be privileged.  If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.   Thank you.  Note:  We have taken precautions against viruses but take no responsibility for loss of damage caused by any virus present.
If you no longer want to receive these messages from our office, simply reply to this message with the word “unsubscribe” in the subject line.",True,2025-12-31T19:46:55.000+0000,False,False,005OH00000BFQFBYA5,2025-12-31T19:46:55.000+0000,005OH00000BFQFBYA5,2025-12-31T19:57:02.000+0000,005OH00000BFQFBYA5,2025-12-31T19:57:02.000+0000,(905)623-0443,(905) 442-8732,larry.gilks@bowmanvillefinancialadvisor.com,,,,,,,,,,,,,,,0.0,,,0.0,False,,,,,,005OH00000BFQFBYA5,,,,,,,0.0,0.0,0.0,,False,92.0
500OH00000iaLW2YAM,False,,24841478,003OH00000UkSL9YAN,001OH00000bVfHzYAK,,,,,,,012OH000000ijW5YAI,Closed,,Email,,Unable to see clients within WorkSpace.,Medium,"***DDS*** 01/02/26
Name: Candace Barrett
Phone: 
Agent code: F6990
Reference: KB0017399 
Hi Candace Barrett,

Error code Err-W1283 below indicates that you have locked out the account due to too many attempts or invalid password. 

To help you with this, we need to connect with you over the phone as verbal verification is required for locked password resets.  Please call us at your convenience at -800-475-7001 and anyone on Workspace will be happy to assist you.  Our team is available between the hours of 8am to 8pm EST, M-F.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 

From: Divers, Candace <Candace.Divers@advicecanada.com> 
Sent: January 2, 2026 10:44 AM
To: Barrett, Candace <candace@queensavefinancial.ca>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mamuza, Susan <susan@queensavefinancial.ca>
Subject: RE: 24841478 - RE: Activation code needed ASAP

Hi Candace

For the MGA Workspace access, it is the H code you would use and for the Direct Workspace access, you would use the F code.  If you had any CL clients that were part of a AOR or book purchase from another advisor who may have sold a CL policy through a third party (MGA), then you would have no clients under the MGA Workspace for now.  It that is the case, then you just need to make sure your MGA access is set up, so when the CL Direct code is closed, and anything new would go under the H code and be able to be viewed in the MGA login.

Workspace, can you please advise per Candace’s screen shot below.

Thank you

Candace Divers
Business Development Consultant | London
Candace.Divers@advicecanada.com | C: 519-860-7692


 



From: Candace Barrett <candace@queensavefinancial.ca> 
Sent: Friday, January 2, 2026 10:32 AM
To: Divers, Candace <Candace.Divers@advicecanada.com>; CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mamuza, Susan <susan@queensavefinancial.ca>; Beekhoo, Shane <Shane.Beekhoo@advicecanada.com>
Subject: [EXT] Re: 24841478 - RE: Activation code needed ASAP

Good morning Candace, I understand what you are saying - our issue now is - we were asked to register before Dec. 21 (I believe that was the date) - we did the 2-business day process. I was told we then had to wait another 2 to 3 business days
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Good morning Candace,

I understand what you are saying - our issue now is - we were asked to register before Dec. 21 (I believe that was the date) - we did the 2-business day process. 

I was told we then had to wait another 2 to 3 business days for our client information to transfer from the old channel to the new channel.  

I have now tried to log back into the old channel (ADSL), and I can't get in - I have attached the screenshot. 

I know I can have to password reset - Just so I understand, we will not need to use the MGA channel until we are told to? 

Also, which sales code should we use?  The F6990 and F0974 or the H7979 and H8925?

Thank you for your help.




***DDS*** 01/02/26
Name: Candace Barrett, Susan Mamuza
Phone:
Agent code: H7979, H8925

Good morning Candace

Happy New Year!

I can speak as to why the MGA login is necessary.  At the moment, you will have a CL direct login for Workspace and an MGA login for Workspace.  These can be connected through the FH portal as well for easy access.  I did send out a guide on how to connect them through the FH portal, but let me know if you need me to send you the guide again, and always happy to help with connecting them.

That said, some time in the new year, there will be an amalgamation for Workspace in the sense that eventually, you will have one login (vs the two you would have now) for Workspace and will be able to toggle between the direct policies and MGA policies.  

Candace Divers
Business Development Consultant | London
Candace.Divers@advicecanada.com | C: 519-860-7692


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

My working hours may not be your working hours. Please do not feel obligated to reply outside of your normal work schedule

To access tutorial videos –
Blue Sun Advisor: https://vimeo.com/showcase/9705079 
RepVision: https://vimeo.com/showcase/10474307 
	
		
		


From: Candace Barrett <candace@queensavefinancial.ca> 
Sent: Friday, January 2, 2026 9:06 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mamuza, Susan <susan@queensavefinancial.ca>; Beekhoo, Shane <Shane.Beekhoo@advicecanada.com>; Divers, Candace <Candace.Divers@advicecanada.com>
Subject: [EXT] Re: 24841478 - RE: Activation code needed ASAP

Thank you for the information. The issue is that both Susan and I had always used the ADSL channel, but now that we have moved over to Financial Horizon's - we were sent an email with instructions that we now have to sign in under the MGA channel. 
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Thank you for the information.

The issue is that both Susan and I had always used the ADSL channel, but now that we have moved over to Financial Horizon's - we were sent an email with instructions that we now have to sign in under the MGA channel.  This is what started this whole issue.

My sales code was F6690 but this has been changed to H7979 and for Susan her code was F0974 and has been changed to H8925.

Can you please confirm which way we are supposed to sign in - and if the MGA channel doesn't matter, I'm not sure what the point of the email was to have re-register and sign-in under the MGA channel?  This has created much frustration for Susan and myself.

Thank you for your time and help.

Warm Regards,

Candace Barrett
Financial Security Representative
Queens Ave. Financial Services Inc.
Cell: 519-200-3342
Office: 519-679-8000
Fax: 226-909-2945
e-mail: candace@queensavefinancial.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.





***DDS*** 01/02/26
Name: Candace Barrett, Susan Mamuza
Phone:
Agent code: H7979, H8925
Reference:: Call assist.

Hi Candace, 

Thank you for providing the sample policy numbers.

We have confimed that the policies list below are aligned with advisor code F6990 for Candace and F0974 for Susan, both these advisor code are aligned with the ADSL (Advisor Solitions) channel.   Since you are logging in with your MGA channel you will not see these clients as the two channels are separated.   If you log into your ADSL Workspace you will see the clients.

Also on MGA Workspace, the tile for investment centre is not available as there is no option for Investment centre through MGA this is only an ADSL (Advisor Soluitions) option.

We would appreciate if you could take a few minutes of your time and share your valuable insights with us by completing a survey

We assure you of complete confidentially of your responses.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
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We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
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From: Candace Barrett <candace@queensavefinancial.ca> 
Sent: December 31, 2025 12:44 PM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mamuza, Susan <susan@queensavefinancial.ca>; Beekhoo, Shane <Shane.Beekhoo@advicecanada.com>; Divers, Candace <Candace.Divers@advicecanada.com>
Subject: [EXT] Re: 24841478 - RE: Activation code needed ASAP

Hello, Some policy numbers for Candace Barrett's clients are: Linda Rodd - 410807028 Jessica Greene - 69080524P Susan Mamuza - 410561575 For Susan Mamuza's clients - the policy numbers are: Robert Proulx - 84247426 Sam Palmer - 410526206 Elizabeth
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Hello,

Some policy numbers for Candace Barrett's clients are:

Linda Rodd - 410807028

Jessica Greene - 69080524P

Susan Mamuza - 410561575

For Susan Mamuza's clients - the policy numbers are:

Robert Proulx - 84247426

Sam Palmer - 410526206

Elizabeth Henry - 141081673

As for Investment Centre - When we log into Workspace, we used to have an access tab on the main overview page that we could click on and it would take us there.  This tab is missing.

Will we no longer have access this way?  If not, how do we set this back up?  We do not have separate passwords for that site anymore as we used to get right in through Workspace.

Thank you again for your time and help.

Warm Regards, 

Candace Barrett
Financial Security Representative
Queens Ave. Financial Services Inc.
Cell: 519-200-3342
Office: 519-679-8000
Fax: 226-909-2945
e-mail: candace@queensavefinancial.ca





***DDS*** 12/31/25
Name: Candace Barrett, Susan Mamuza
Phone:
Agent code: H7979, H8925
Reference: KB0017382 KB0023403   KB0023256 KB0023324 

Hello Candace,

Yes, we will require some policy number examples to confirm policy alignment with your active advisor code.

For Investment Center please confirm what access issues you are getting, are you getting any error message?  For example: 
•	page cannot be displayed
•	page not found
•	blank page
•	error 404 or 403
•	any other error just attempting to reach the site

Please provide a full page screenshot (including URL) of where you are getting stuck.


Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Candace Barrett <candace@queensavefinancial.ca> 
Sent: December 31, 2025 10:16 AM
To: CL Workspace Support <CLWorkspaceSupport@canadalife.com>
Cc: Mamuza, Susan <susan@queensavefinancial.ca>; Beekhoo, Shane <Shane.Beekhoo@advicecanada.com>; Divers, Candace <Candace.Divers@advicecanada.com>
Subject: [EXT] Re: 24841478 - RE: Activation code needed ASAP

Hello It is all client accounts for Candace Barrett such as Susan Mamuza (she is Candace's client), Jessica Greene, Linda Rodd. As for Susan, same, she cannot see any clients. Again Candace Barrett (is a client of Susan's) also Margaret Bell,
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Hello 

It is all client accounts for Candace Barrett such as Susan Mamuza (she is Candace's client), Jessica Greene,  Linda Rodd.

As for Susan,  same, she cannot see any clients.  Again Candace Barrett (is a client of Susan's) also Margaret Bell, Robert Proulx, and all clients. 

If client policy numbers are needed, we can provide,  but it is both full books of business that we cannot see.

We both don't have access to Investment Center as well.  

Thank you for your time and help. 

Candace Barrett 



***DDS*** 12/31/25
Name:  Candace Barrett, Susan Mamuza 
Phone: 
Agent code: H7979, H8925
Reference: KB0017382

Hello Candace and Susan,

Thank you for contacting the Workspace support group regarding MGA Workspace, not being able to see clients.

Please provide some policy number examples and confirm who should be able to see the clients, Candace or Susan.   We need to confirm that the Policy numbers and the advisor codes aligns in order to be visible.

Link for What’s on Workspace and what’s coming soon: Updates – MGA & National Accounts 
 
Link for more information on Simple Protect: SimpleProtect - Learning and support 
  
If you have any other questions, please don’t hesitate to reach out to us and we will be happy to assist! You can reach us by email or by phone at 1-800-475-7001 Monday – Friday 8AM to 8PM EST.   

  
Warm Regards, 
  
Vinh H    
Distribution Digital Support Specialist  
Distribution Digital Support  
Canada Operations 
P: 1-888-999-4516  
E: CLWorkspaceSupport@canadalife.com  
   
 
Visit canadalife.com  Follow us on LinkedIn | Facebook | Instagram | YouTube | X 
Rendez-vous au : canadavie.com  Suivez-nous sur : LinkedIn | Facebook | Instagram | YouTube | X 
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privileged. While we take precautions against viruses, we can’t guarantee this email is virus free and take no responsibility for loss or damage. 
Nous nous soucions de la protection des renseignements personnels de nos clients. En répondant à cette demande, tous renseignements personnels que vous fournissez seront utilisés en conformité avec notre politique de protection des renseignements personnels. Pour en savoir plus, consultez canadavie.com/confidentialite. Si le présent courriel ne vous était pas destiné, veuillez m’en informer et le supprimer sans le transmettre ou le copier. Le contenu du présent courriel, y compris tout fichier joint, est confidentiel et peut être privilégié. Bien que nous ayons pris des mesures de protection contre les virus, nous ne pouvons pas garantir que le présent courriel est exempt de virus et nous n’assumons aucune responsabilité pour ce qui est de la perte ou des dommages causés par la présence d’un virus. 



From: Divers, Candace <Candace.Divers@advicecanada.com> 
Sent: December 31, 2025 8:07 AM
To: Workspace Support <WorkspaceSupport@canadalife.com>
Cc: Mamuza, Susan <susan@queensavefinancial.ca>; Beekhoo, Shane <Shane.Beekhoo@advicecanada.com>; Distribution Methodology <Distribution_Methodology@canadalife.com>; Barrett, Candace <candace@queensavefinancial.ca>
Subject: RE: Activation code needed ASAP

Good morning Workspace

Per Candace’s email below, are you able to assist as both Candace and Susan have registered but they still do not have access to clients on Workspace.

Many thanks in advance,

Candace Divers
Business Development Consultant | London
Candace.Divers@advicecanada.com | C: 519-860-7692


 

Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

Any personal information you provide will be used in accordance with our privacy policy.

My working hours may not be your working hours. Please do not feel obligated to reply outside of your normal work schedule

To access tutorial videos –
Blue Sun Advisor: https://vimeo.com/showcase/9705079 
RepVision: https://vimeo.com/showcase/10474307 
	
		
		


From: Candace Barrett <candace@queensavefinancial.ca> 
Sent: Wednesday, December 31, 2025 6:06 AM
To: Distribution Methodology <Distribution_Methodology@canadalife.com>
Cc: Mamuza, Susan <susan@queensavefinancial.ca>; Beekhoo, Shane <Shane.Beekhoo@advicecanada.com>; Divers, Candace <Candace.Divers@advicecanada.com>
Subject: [EXT] Re: Activation code needed ASAP
Importance: High

Good morning, Both Susan Mamuza and I still do not have access to our client's information through Workspace and or access to the Investment Centre. We did the final step to switch everything over on Dec. 17th. It was explained to us on Dec. 
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Good morning,

Both Susan Mamuza and I still do not have access to our client's information through Workspace and or access to the Investment Centre. We did the final step to switch everything over on Dec. 17th.

It was explained to us on Dec. 18th that this could take 2 to 3 business days.  We are starting to get to a critical point and need online access to our client information without having to wait for someone from head office to respond and email us what we need.  This is quite difficult to run a business this way.

Can someone please look into this ASAP and let us know when this will be fixed or when we will have access?  

Thank you for your time and help.

Warm Regards,

Candace Barrett
Financial Security Representative
Queens Ave. Financial Services Inc.
Cell: 519-200-3342
Office: 519-679-8000
Fax: 226-909-2945
e-mail: candace@queensavefinancial.ca

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.
 

________________________________________
From: Distribution Methodology <Distribution_Methodology@canadalife.com>
Sent: Thursday, December 18, 2025 9:45 AM
To: Candace Barrett <candace@queensavefinancial.ca>
Cc: Susan Mamuza <susan@queensavefinancial.ca>
Subject: RE: Activation code needed ASAP 
 
It could take up to 2 or 3 business days after you register on Workspace for the client list to be viewable. If you cannot view client information email the Workspace support team
 
Thank you.
 
 
 
 
Tina Garaffa
Senior Advisor Compensation & Support Specialist
Contracts & Compensation
Tel: 647-265-3192 | Fax: 416-552-5589
 
Visit canadalife.com     Follow us on Facebook | Twitter | LinkedIn | YouTube | Instagram
We care about our clients’ privacy. By replying to this request, any personal information you provide will be used in accordance with our privacy policy. To learn more, visit canadalife.com/privacy. If this email wasn’t meant for you, please let me know and delete it without forwarding or copying it. This email and any attachments are confidential and may be privil